Vanguard S&P 500 ETFVOOETF
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 3,326 institutions reported holding Vanguard S&P 500 ETF (VOO) in their 13F filings, up 394 from Q3 2024. 166 opened new positions and 78 sold out. The largest holders were Vanguard Group Inc. ($17.5B), Raymond James Financial Inc. ($14.2B) and Bank of America Corp. ($12.9B). 8 famous investors held it, including Leon Cooperman (0.9% of Omega Advisors (Leon Cooperman)'s portfolio), Ken Fisher (0.4% of Fisher Asset Management's portfolio) and Ken Griffin (0.2% of Citadel Advisors's portfolio).
- Company
- Vanguard S&P 500 ETF
- CUSIP
- 922908363
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 166 | $13.0B |
| Exits | 78 | $2.4B |
All 13F filers, Q3 2024 → Q4 2024: 52,164,570 shares bought and 10,769,238 shares sold, net +41,395,332 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3,326 holders
| Vanguard Group Inc. | 0.31% | Add +8.4% | 32,517,360 | $17.5B |
| Raymond James Financial Inc. | 5.26% | — | 26,415,302 | $14.2B |
| Bank of America Corp. | 1.19% | Add +2.2% | 23,912,537 | $12.9B |
| JPMorgan Chase & Co. | 1.01% | Reduce -1.4% | 23,582,637 | $12.7B |
| Morgan Stanley | 0.86% | Add +3.6% | 22,807,505 | $12.3B |
| California Public Employees Retirement System | 6.16% | New | 17,080,007 | $9.2B |
| Goldman Sachs Group Inc. | 1.33% | Add +5.0% | 12,851,773 | $6.9B |
| Envestnet Asset Management Inc. | 2.13% | Reduce -3.6% | 12,302,689 | $6.6B |
| Jones Financial Companies LLLP | 4.81% | Add +3.3% | 9,387,695 | $5.1B |
| Acorns Advisers, LLC | 42.55% | Add +0.1% | 8,148,052 | $4.4B |
| LPL Financial LLC | 1.19% | Add +22.1% | 5,436,603 | $2.9B |
| Wells Fargo & Company | 0.66% | Add +10.7% | 5,084,100 | $2.7B |
| Ameriprise Financial Inc. | 0.65% | Add +16.6% | 4,694,901 | $2.5B |
| Royal Bank of Canada | 0.53% | Add +37.1% | 4,559,601 | $2.5B |
| Kedalion Capital Management LLP | 98.32% | — | 4,500,279 | $2.4B |
| Mercer Global Advisors Inc. | 5.23% | Reduce -4.3% | 3,981,647 | $2.1B |
| UBS Group AG | 0.46% | Add +12.4% | 3,847,453 | $2.1B |
| Cerity Partners LLC | 4.26% | Add +5.0% | 3,646,211 | $2.0B |
| Bank of New York Mellon Corp | 0.34% | Add +139.9% | 3,402,904 | $1.8B |
| Assetmark, Inc. | 4.59% | Reduce -0.4% | 3,139,131 | $1.7B |
| National Mutual Insurance Federation of Agricultural Cooperatives | 13.51% | No change | 2,925,650 | $1.6B |
| Mirae Asset Global Investments Co., Ltd. | 5.64% | Add +13.8% | 2,551,834 | $1.4B |
| E-L Financial Corp Ltd | 100.00% | Reduce -0.0% | 1,653,561 | $1.3B |
| Capstone Investment Advisors, LLC | 15.83% | Add +149.7% | 2,321,591 | $1.3B |
| Investure, LLC | 68.22% | Add +20.4% | 2,139,030 | $1.2B |
| HighTower Advisors, LLC | 1.57% | Add +6.0% | 2,121,057 | $1.1B |
| Citigroup Inc. | 1.10% | Reduce -0.3% | 2,108,312 | $1.1B |
| Envestnet Portfolio Solutions, Inc. | 3.69% | Reduce -0.2% | 2,094,533 | $1.1B |
| Healthcare of Ontario Pension Plan Trust Fund | 2.43% | Add +368.4% | 2,091,188 | $1.1B |
| Truist Financial Corp. | 1.70% | Reduce -2.6% | 2,006,364 | $1.1B |
| Northwestern Mutual Wealth Management Co. | 0.88% | Add +10.0% | 1,936,330 | $1.0B |
| Cambridge Associates LLC /Ma/ | 32.85% | Add +62.1% | 1,904,550 | $1.0B |
| Cambridge Investment Research Advisors, Inc. | 3.33% | Add +0.2% | 1,851,218 | $997.5M |
| Fisher Asset Management | 0.37% | Add +2.4% | 1,743,203 | $939.3M |
| Pathstone Holdings, LLC | 4.05% | Add +17.2% | 1,701,916 | $916.8M |
| FJ Investments, LLC | 85.15% | Add +0.6% | 1,659,661 | $894.2M |
| United Capital Financial Advisors, LLC | 7.55% | Reduce -3.4% | 1,656,638 | $892.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 16.41% | New | 1,571,491 | $846.7M |
| Glenmede Trust Co. NA | 4.06% | Add +6.2% | 1,476,785 | $795.7M |
| Bank of Montreal | 0.40% | Add +42.5% | 1,472,106 | $793.2M |
| Focus Partners Wealth | 2.05% | Add +10.7% | 1,463,619 | $788.6M |
| Stifel Financial Corp. | 0.82% | Add +0.0% | 1,456,308 | $784.7M |
| Commonwealth Equity Services, LLC | 1.13% | Add +7.1% | 1,436,758 | $774.1M |
| Trans-Canada Capital Inc. | 76.90% | — | 1,418,181 | $764.1M |
| Angeles Investment Advisors, LLC | 36.28% | Add +3.3% | 1,399,161 | $753.9M |
| Clal Insurance Enterprises Holdings Ltd | 6.72% | Add +6.0% | 1,384,423 | $745.9M |
| JMG Financial Group, Ltd. | 24.85% | Add +0.3% | 1,351,949 | $728.4M |
| Cetera Investment Advisers | 1.52% | Add +5.9% | 1,345,391 | $724.9M |
| Creative Planning | 0.66% | Add +0.6% | 1,262,187 | $680.1M |
| Plante Moran Financial Advisors, LLC | 56.37% | Add +5.0% | 1,259,732 | $678.8M |
| Provida Pension Fund Administrator | 13.82% | Add +59.6% | 1,257,877 | $677.8M |
| Schroder Investment Management Group | 0.64% | Add +8.3% | 1,239,165 | $670.4M |
| Clearstead Advisors, LLC | 9.62% | Add +2.4% | 1,173,138 | $632.1M |
| Corient Private Wealth LP | 1.05% | Reduce -30.3% | 1,243,080 | $632.0M |
| Wealthspire Advisors, LLC | 6.27% | Add +0.7% | 1,171,516 | $631.2M |
| Charles Schwab Investment Management Inc. | 0.12% | Reduce -2.1% | 1,157,704 | $623.8M |
| Geller Advisors LLC | 40.84% | Add +8.1% | 1,153,704 | $621.6M |
| Rockefeller Capital Management L.P. | 1.59% | Add +3.9% | 1,141,571 | $615.1M |
| Systematic Alpha Investments, LLC | 22.48% | No change | 1,132,544 | $610.2M |
| Manufacturers Life Insurance Company, The | 0.50% | Add +0.7% | 1,057,742 | $569.9M |
| Pandi, LLC | 85.01% | — | 1,055,926 | $568.9M |
| Captrust Financial Advisors | 1.58% | Reduce -7.6% | 1,024,940 | $552.2M |
| FFT Wealth Management LLC | 39.68% | Reduce -3.5% | 977,070 | $526.5M |
| Cerity Partners OCIO LLC | 34.15% | New | 955,879 | $515.0M |
| Nicholas Hoffman & Company, LLC. | 20.45% | Add +8.6% | 948,720 | $511.2M |
| Call To Action Foundation | 100.00% | Add +0.6% | 905,775 | $488.0M |
| GenTrust, LLC | 21.23% | Add +14.1% | 905,181 | $487.7M |
| Alliancebernstein L.P. | 0.16% | Add +24.1% | 898,506 | $484.1M |
| Osaic Holdings, Inc. | 1.07% | Add +25.5% | 1,035,905 | $477.0M |
| Baird Financial Group, Inc. | 0.91% | Reduce -1.7% | 878,867 | $473.5M |
| Analyst IMS Investment Management Services Ltd. | 17.31% | Reduce -0.2% | 877,848 | $473.0M |
| CHURCHILL MANAGEMENT Corp | 5.14% | Reduce -0.2% | 874,652 | $471.3M |
| Macquarie Group Ltd. | 0.56% | Add +28.9% | 849,853 | $457.9M |
| Bessemer Group Inc. | 0.72% | Reduce -0.6% | 820,280 | $442.0M |
| Tiaa Trust, National Association | 1.34% | Reduce -1.7% | 819,744 | $441.7M |
| Diversified Trust Co. | 10.68% | Add +0.5% | 813,178 | $438.1M |
| Wealth Enhancement Advisory Services, LLC | 0.83% | Add +4.2% | 800,436 | $431.3M |
| Janus Henderson Group PLC | 0.21% | Add +90.7% | 775,146 | $417.7M |
| Kensington Asset Management, LLC | 23.93% | Reduce -21.8% | 757,614 | $408.2M |
| Mariner, LLC | 0.69% | Add +0.6% | 757,409 | $408.1M |
| CIBC Private Wealth Group LLC | 0.73% | Add +2.7% | 740,112 | $401.2M |
| Teacher Retirement System of Texas | 1.45% | Add +19.9% | 744,259 | $401.0M |
| Neuberger Berman Group LLC | 0.32% | Reduce -1.0% | 742,170 | $399.9M |
| Sumitomo Mitsui Financial Group, Inc. | 5.31% | Add +4449.7% | 736,089 | $398.2M |
| CIBC Asset Management Inc | 1.28% | Reduce -3.3% | 722,007 | $389.0M |
| Wealthfront Advisers LLC | 1.13% | Add +12.0% | 718,286 | $387.0M |
| Nepc LLC | 10.27% | Add +18.8% | 709,881 | $382.5M |
| Citizens Financial Group Inc. | 7.33% | Reduce -3.6% | 697,910 | $376.0M |
| Fifth Third Bancorp | 1.31% | Reduce -6.6% | 670,115 | $361.1M |
| MML Investors Services, LLC | 1.24% | Add +8.3% | 665,703 | $358.7M |
| TRB Advisors LP | 58.28% | Reduce -7.1% | 650,000 | $350.2M |
| Texas Capital Bank Wealth Management Services Inc | 35.20% | Reduce -1.7% | 638,732 | $344.2M |
| Natixis Advisors, LLC | 0.64% | Add +14.4% | 633,832 | $341.5M |
| Hollencrest Capital Management | 13.74% | Reduce -0.0% | 632,245 | $340.7M |
| Sagespring Wealth Partners, LLC | 8.85% | — | 653,408 | $335.3M |
| New York Life Insurance Co. | 63.53% | Add +16.4% | 618,647 | $333.3M |
| OMERS ADMINISTRATION Corp | 2.91% | New | 618,127 | $333.1M |
| Globe Life Inc. | 90.10% | Reduce -0.8% | 599,183 | $322.8M |
| Wedbush Securities Inc. | 11.43% | Add +2.0% | 594,396 | $320.3M |
| Keybank National Association | 1.17% | Add +1.2% | 567,320 | $305.7M |
| Sun Life Financial Inc. | 16.78% | Reduce -1.8% | 558,474 | $300.9M |
| MCF Advisors LLC | 20.82% | Reduce -7.5% | 550,563 | $296.6M |
| Beacon Pointe Advisors, LLC | 3.27% | Add +5.8% | 546,796 | $294.6M |
| Valmark Advisers, Inc. | 4.51% | Reduce -2.6% | 539,217 | $290.5M |
| Bokf, NA | 4.88% | Add +488.7% | 540,912 | $288.8M |
| Alaska Permanent Fund Corp | 4.28% | Add +46874.1% | 535,035 | $288.3M |
| Northwestern Mutual Investment Management Company, LLC | 6.37% | Reduce -8.3% | 534,556 | $288.0M |
| Kestra Advisory Services, LLC | 1.58% | Add +23.7% | 534,551 | $288.0M |
| BlackRock, Inc. | 0.01% | Add +145.3% | 532,326 | $286.8M |
| Center for Financial Planning, Inc. | 37.83% | Reduce -0.0% | 526,091 | $283.5M |
| Acropolis Investment Management, LLC | 16.64% | Reduce -0.4% | 523,242 | $281.9M |
| Menora Mivtachim Holdings LTD. | 1.77% | Add +2627.0% | 523,233 | $281.9M |
| Partners Capital Investment Group, LLP | 7.71% | Reduce -36.4% | 519,543 | $279.9M |
| State of Tennessee, Department of Treasury | 1.01% | Reduce -5.3% | 515,009 | $277.5M |
| JBF Capital, Inc. | 47.02% | No change | 509,121 | $274.3M |
| Old National Bancorp | 6.48% | Add +2.0% | 507,298 | $273.3M |
| Fiera Capital Corp | 0.85% | Add +0.8% | 499,775 | $269.3M |
| Liquid Strategies, LLC | 54.87% | Add +22.7% | 494,570 | $266.5M |
| Adventist Health System/ West | 40.88% | New | 490,500 | $264.3M |
| First Manhattan Co. Llc. | 0.77% | Add +1.0% | 487,817 | $262.8M |
| Sand Hill Global Advisors, LLC | 11.10% | Reduce -7.0% | 486,952 | $262.4M |
| NewEdge Advisors, LLC | 1.58% | Reduce -3.7% | 486,563 | $262.2M |
| US Bancorp \de | 0.34% | Reduce -0.6% | 485,738 | $261.7M |
| BOK Financial Private Wealth, Inc. | 18.91% | Add +7.1% | 483,192 | $260.3M |
| Karpus Management, Inc. | 7.44% | Add +1.4% | 467,068 | $251.7M |
| LGL Partners, LLC | 36.36% | Add +0.6% | 464,925 | $250.5M |
| M&T Bank Corp | 0.84% | Add +0.7% | 462,417 | $249.2M |
| Northeast Financial Consultants Inc | 10.50% | Add +1.9% | 462,099 | $249.0M |
| Steward Partners Investment Advisory, LLC | 2.20% | Add +10.4% | 459,751 | $247.7M |
| Barclays PLC | 0.12% | Reduce -4.0% | 458,269 | $246.9M |
| Stratos Wealth Partners, LTD. | 3.43% | Reduce -3.4% | 445,830 | $240.2M |
| Constellation Investments, Inc. | 10.89% | — | 444,000 | $239.2M |
| Cresset Asset Management, LLC | 1.10% | Add +3.8% | 425,003 | $229.0M |
| Smithfield Trust Co | 11.33% | Reduce -1.0% | 422,048 | $227.4M |
| Nissay Asset Management Corp. /Japan | 1.37% | No change | 410,649 | $224.7M |
| FMR LLC | 0.01% | Add +8.4% | 412,478 | $222.2M |
| Allspring Global Investments Holdings, LLC | 0.34% | Add +8.5% | 397,182 | $214.0M |
| Moneta Group Investment Advisors LLC | 2.98% | Add +6.5% | 395,201 | $212.9M |
| Lincoln National Corp. | 6.72% | New | 387,696 | $208.9M |
| Janney Montgomery Scott LLC | 0.57% | Add +20.3% | 382,679 | $206.2M |
| SBI Securities Co., Ltd. | 6.34% | — | 382,027 | $205.8M |
| Robertson Stephens Wealth Management, LLC | 7.13% | Add +9.3% | 371,333 | $200.1M |
| Voloridge Investment Management, LLC | 0.71% | New | 370,000 | $199.4M |
| Northern Trust Corp. | 0.03% | Add +4.4% | 368,773 | $198.7M |
| Steel Grove Capital Advisors, LLC | 27.99% | Reduce -6.8% | 367,790 | $198.2M |
| Invictus Private Wealth, LLC | 14.99% | Add +4.3% | 366,082 | $197.2M |
| Thrivent Financial for Lutherans | 0.38% | Reduce -0.4% | 359,247 | $197.1M |
| Fusion Family Wealth, LLC | 18.00% | Add +3.9% | 364,285 | $196.3M |
| Welch Capital Partners LLC | 42.33% | Reduce -0.1% | 363,818 | $196.0M |
| Sanctuary Advisors, LLC | 1.24% | Reduce -3.6% | 352,242 | $196.0M |
| AE Wealth Management LLC | 1.66% | Reduce -3.6% | 363,064 | $195.6M |
| Itau Unibanco Holding S.A. | 6.09% | Reduce -5.8% | 361,945 | $195.0M |
| Axis Capital Holdings Ltd. | 83.93% | No change | 360,441 | $194.2M |
| Keel Point, LLC | 15.54% | Add +5.8% | 360,055 | $194.0M |
| American Trust | 14.71% | Add +1.6% | 358,751 | $193.3M |
| Trajan Wealth LLC | 10.68% | Reduce -4.0% | 357,846 | $192.8M |
| Pinnacle Financial Partners Inc | 3.89% | Reduce -0.3% | 359,180 | $192.0M |
| Powers Capital, LLC | 99.12% | — | 350,822 | $189.0M |
| Regions Financial Corp. | 1.38% | Add +0.6% | 349,672 | $188.4M |
| Allianz Asset Management GmbH | 0.27% | Reduce -1.8% | 347,161 | $187.1M |
| Blue Trust, Inc. | 2.38% | Reduce -6.2% | 345,413 | $186.1M |
| Merit Financial Group, LLC | 3.34% | Reduce -29.7% | 344,955 | $185.9M |
| Sterling Capital Management LLC | 2.51% | Add +0.1% | 338,793 | $182.5M |
| Wellington Management Group LLP | 0.03% | Add +294.2% | 337,264 | $181.7M |
| Coldstream Capital Management Inc. | 3.87% | Add +11.3% | 336,579 | $181.4M |
| Savant Capital, LLC | 1.38% | Add +3.3% | 325,626 | $175.5M |
| Ieq Capital, LLC | 1.69% | Add +4.4% | 324,125 | $174.6M |
| Harbour Investments, Inc. | 5.01% | Add +16.9% | 323,755 | $174.4M |
| Bartlett & Co. Wealth Management LLC | 2.47% | Add +0.6% | 315,976 | $170.3M |
| First American Financial Corp | 57.43% | No change | 310,931 | $167.5M |
| OneDigital Investment Advisors LLC | 1.93% | Reduce -1.0% | 309,232 | $166.6M |
| Citadel Advisors | 0.16% | Reduce -43.3% | 307,052 | $165.4M |
| Monashee Investment Management LLC | 22.90% | Add +4.9% | 305,810 | $164.8M |
| Sageworth Trust Co | 10.13% | Add +6.7% | 304,234 | $163.9M |
| GeoWealth Management, LLC | 5.33% | Add +19.7% | 302,477 | $163.0M |
| Fairfield University | 86.07% | Add +32.5% | 298,674 | $160.9M |
| Brown Advisory Inc. | 0.20% | Add +3.4% | 298,350 | $160.8M |
| West Virginia University Foundation, Inc | 55.71% | — | 297,541 | $160.3M |
| Private Advisor Group, LLC | 0.90% | Reduce -1.2% | 296,572 | $159.8M |
| Lockheed Martin Investment Management Co. | 6.33% | Add +66.3% | 294,800 | $158.8M |
| Edge Capital Group, LLC | 7.08% | Add +0.8% | 294,592 | $158.7M |
| Albion Financial Group | 10.82% | Reduce -2.5% | 293,297 | $158.0M |
| Glassman Wealth Services | 26.35% | Reduce -0.3% | 290,642 | $156.6M |
| Taiyo Life Insurance Co. | 12.67% | No change | 290,100 | $156.3M |
| Makena Capital Management LLC | 24.90% | New | 284,856 | $153.5M |
| Victory Capital Management Inc. | 0.15% | Reduce -0.6% | 283,963 | $153.0M |
| Human Investing LLC | 27.02% | Add +3.5% | 282,786 | $152.4M |
| Wescott Financial Advisory Group, LLC | 15.71% | Add +1.9% | 281,434 | $151.6M |
| Liberty Mutual Group Asset Management Inc. | 35.85% | New | 279,500 | $150.6M |
| IMC-Chicago, LLC | 4.08% | New | 277,943 | $149.8M |
| Greenwood Gearhart LLC | 10.25% | Add +10.8% | 275,872 | $148.6M |
| First Western Trust Bank | 6.82% | Reduce -11.0% | 274,082 | $147.7M |
| Zhang Financial LLC | 8.43% | Add +8.1% | 273,183 | $147.2M |
| Hardy Reed LLC | 12.88% | Reduce -0.7% | 271,285 | $146.2M |
| DAVENPORT & Co LLC | 0.86% | Add +17.0% | 270,762 | $145.9M |
| Opus Capital Group, LLC | 18.47% | Reduce -2.8% | 269,877 | $145.4M |
| Larson Financial Group LLC | 7.43% | Add +13.8% | 266,228 | $143.4M |
| Alerus Financial NA | 10.86% | Reduce -4.9% | 263,252 | $141.8M |
| Litman Gregory Wealth Management LLC | 12.29% | Add +6.6% | 263,167 | $141.8M |
| Forvis Mazars Wealth Advisors, LLC | 3.22% | Reduce -0.8% | 259,509 | $139.8M |
| Federation des caisses Desjardins du Quebec | 0.71% | Add +13.5% | 257,818 | $138.9M |
| Ancora Advisors LLC | 3.07% | Reduce -0.4% | 255,375 | $137.6M |
| Blair William & Co. | 0.40% | Add +6.2% | 255,034 | $137.4M |
| Korea Investment CORP | 0.32% | No change | 252,398 | $136.0M |
| Millburn Ridgefield LLC | 3.38% | Add +5.1% | 250,759 | $135.1M |
| Catalyst Capital Advisors LLC | 2.88% | Add +5.1% | 250,759 | $135.1M |
| Allen Investment Management, LLC | 1.55% | Add +2.1% | 249,158 | $134.2M |
| Venturi Wealth Management, LLC | 6.59% | Add +10.3% | 248,751 | $134.0M |
| Lutz Financial Services LLC | 10.79% | Reduce -0.9% | 247,736 | $133.5M |
| Gleason Group, Inc. | 23.43% | Add +4.7% | 247,411 | $133.3M |
| William Marsh Rice University | 61.28% | New | 244,709 | $131.9M |
| ALM First Financial Advisors, LLC | 31.13% | No change | 295,740 | $131.7M |
| Farther Finance Advisors, LLC | 4.76% | Reduce -2.7% | 244,235 | $131.6M |
| Bogart Wealth, LLC | 6.21% | Add +0.2% | 242,977 | $130.9M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.40% | Add +8.5% | 226,044 | $130.9M |
| Equitable Trust Co. | 7.28% | New | 241,958 | $130.4M |
| Hancock Prospecting Pty Ltd | 9.72% | — | 239,645 | $129.1M |
| Betterment LLC | 0.31% | Add +1.6% | 238,785 | $128.7M |
| World Investment Advisors | 3.53% | Add +8.4% | 238,549 | $128.5M |
| Chicago Partners Investment Group LLC | 4.25% | Reduce -1.9% | 235,476 | $127.7M |
| GoalVest Advisory LLC | 34.85% | Add +2.5% | 235,839 | $127.1M |
| Cwm, LLC | 0.53% | Add +212.3% | 234,818 | $126.5M |
| Atria Wealth Solutions, Inc. | 1.39% | Reduce -2.5% | 234,456 | $126.3M |
| Prime Capital Investment Advisors, LLC | 1.83% | Reduce -3.5% | 233,662 | $125.9M |
| Equitable Holdings, Inc. | 1.20% | Add +1.1% | 233,305 | $125.7M |
| Intrust Bank NA | 12.72% | Reduce -5.4% | 232,965 | $125.5M |
| Global Wealth Strategies & Associates | 37.85% | Add +1.4% | 224,531 | $121.0M |
| Peapack Gladstone Financial Corp. | 1.75% | Add +6.8% | 224,342 | $120.9M |
| Townsquare Capital LLC | 1.36% | Add +24.3% | 222,848 | $120.1M |
| Condor Capital Management | 10.49% | Add +1.8% | 220,838 | $119.0M |
| Wiser Wealth Management, Inc | 33.35% | Add +0.3% | 220,533 | $118.8M |
| D.A. Davidson & Co. | 0.96% | Add +1.4% | 219,652 | $118.4M |
| Country Trust Bank | 2.94% | Reduce -0.5% | 218,540 | $117.8M |
| Southern Farm Bureau Life Insurance | 16.70% | Add +26.0% | 218,225 | $117.5M |
| Arrow Financial Corp | 11.08% | Add +3.1% | 216,555 | $116.7M |
| Yarbrough Capital, LLC | 4.48% | No change | 216,447 | $116.6M |
| One Day In July LLC | 12.21% | Reduce -0.2% | 216,187 | $116.5M |
| Lido Advisors, LLC | 0.71% | Add +10.0% | 209,940 | $113.1M |
| Steele Capital Management, Inc. | 5.80% | Add +1.4% | 206,595 | $111.3M |
| United Services Automobile Association | 3.57% | Reduce -2.7% | 203,358 | $109.6M |
| Lake Street Advisors Group, LLC | 4.92% | Add +3.3% | 197,915 | $106.6M |
| AMG National Trust Bank | 2.93% | Add +18.4% | 196,617 | $106.4M |
| Proficio Capital Partners LLC | 8.61% | Add +20.9% | 196,385 | $106.1M |
| Mesirow Financial Investment Management, Inc. | 2.10% | Add +0.5% | 196,605 | $105.9M |
| Arkos Global Advisors | 15.29% | Add +0.0% | 193,458 | $104.2M |
| Agf Management Ltd. | 0.51% | Add +0.3% | 190,475 | $102.6M |
| J. Safra Sarasin Holding AG | 1.74% | Add +10.5% | 189,895 | $102.3M |
| StoneX Group Inc. | 5.61% | Reduce -0.4% | 189,333 | $102.0M |
| Caprock Group, LLC | 3.29% | Add +4.4% | 186,633 | $100.6M |
| Concurrent Investment Advisors, LLC | 2.72% | Reduce -9.4% | 186,157 | $100.3M |
| Avantax Advisory Services, Inc. | 0.62% | Add +2.2% | 182,907 | $98.6M |
| Tectonic Advisors LLC | 6.41% | Add +2.7% | 181,914 | $98.0M |
| Crane Advisory, LLC | 17.03% | Add +2.0% | 178,443 | $97.1M |
| J.W. Cole Advisors, Inc. | 3.91% | Add +17.1% | 179,340 | $96.6M |
| Advisor OS, LLC | 11.17% | Add +4.4% | 179,083 | $96.5M |
| Atria Investments, Inc | 1.19% | Add +9.8% | 178,033 | $95.9M |
| Dechtman Wealth Management, LLC | 18.35% | Add +11.8% | 176,212 | $94.9M |
| Efficient Advisors, LLC | 6.10% | Reduce -3.0% | 175,876 | $94.8M |
| MA Private Wealth | 17.58% | Add +1.2% | 174,492 | $94.0M |
| NorthCoast Asset Management LLC | 0.46% | Add +10.8% | 172,542 | $93.0M |
| Deutsche Bank AG | 0.04% | Add +66.5% | 170,916 | $92.1M |
| Charles Schwab Trust Co | 7.83% | Reduce -4.5% | 169,295 | $91.2M |
| CJM Wealth Advisers, Ltd. | 30.63% | Reduce -0.8% | 168,767 | $90.9M |
| Mill Creek Capital Advisors, LLC | 2.18% | Reduce -2.8% | 168,517 | $90.8M |
| Apollon Wealth Management, LLC | 2.09% | Add +144.1% | 168,495 | $90.8M |
| Sepio Capital, LP | 7.25% | Reduce -1.1% | 168,115 | $90.6M |
| RFG Holdings, Inc. | 29.95% | Add +3.6% | 167,209 | $90.2M |
| Grove Bank & Trust | 12.46% | Add +9.4% | 166,593 | $89.8M |
| Mayport, LLC | 26.34% | Add +7.0% | 165,887 | $89.4M |
| Wedmont Private Capital | 4.70% | Add +9.1% | 166,673 | $89.0M |
| MJP Associates Inc. | 15.83% | Add +3.5% | 163,486 | $88.1M |
| Standpoint Asset Management, LLC | 16.97% | No change | 163,400 | $88.0M |
| Clarius Group, LLC | 5.98% | Add +2.8% | 162,564 | $87.6M |
| RMR Wealth Builders | 8.97% | Add +6.8% | 161,037 | $86.8M |
| Conrad Siegel Investment Advisors, Inc. | 23.33% | Add +0.9% | 160,706 | $86.6M |
| Bell Bank | 6.34% | Add +87.9% | 158,072 | $85.2M |
| Affiance Financial, LLC | 20.27% | Add +0.7% | 157,257 | $84.7M |
| WestHill Financial Advisors, Inc. | 18.81% | Add +1.6% | 155,827 | $84.0M |
| HB Wealth Management, LLC | 0.86% | Add +2.5% | 155,198 | $83.6M |
| Ironclad Investments LLC | 48.71% | No change | 154,558 | $83.3M |
| SilverOak Wealth Management LLC | 17.91% | Add +1.0% | 154,495 | $83.2M |
| Aspiriant, LLC | 2.95% | Reduce -1.1% | 151,599 | $81.7M |
| Orion Porfolio Solutions, LLC | 0.81% | Add +37.5% | 150,406 | $81.0M |
| Orion Portfolio Solutions, LLC | 0.81% | Add +37.5% | 150,406 | $81.0M |
| Stephens Consulting, LLC | 20.24% | Add +0.6% | 149,748 | $80.7M |
| Brighton Securities Corp. | 39.08% | — | 149,238 | $80.4M |
| Strategic Investment Advisors / MI | 8.53% | Add +6.8% | 149,007 | $80.3M |
| WASHINGTON TRUST Co | 2.88% | Add +3.1% | 148,813 | $80.2M |
| Stordahl Capital Management, Inc. | 18.89% | Reduce -3.2% | 148,250 | $79.9M |
| EP Wealth Advisors, LLC | 0.65% | Add +53.6% | 146,996 | $79.2M |
| Choreo, LLC | 1.14% | Add +55.2% | 146,658 | $79.2M |
| Webster Bank, N. A. | 8.47% | Add +1.2% | 146,203 | $78.8M |
| Circle Wealth Management, LLC | 1.68% | Add +32.2% | 146,027 | $78.7M |
| Trevian Wealth Management LLC | 57.57% | Add +12.4% | 144,871 | $78.1M |
| Evoke Wealth, LLC | 2.17% | Add +2.4% | 144,499 | $77.9M |
| Obermeyer Wealth Partners | 4.05% | Add +7.1% | 144,448 | $77.8M |
| Cambridge Advisors Inc. | 17.33% | Reduce -4.3% | 144,054 | $77.6M |
| Empire Life Investments Inc. | 4.87% | Add +2.7% | 143,918 | $77.5M |
| Compass Financial Group, INC | 14.59% | Add +3.8% | 142,837 | $77.0M |
| Texas Capital Bancshares Inc | 30.83% | Add +2.9% | 142,197 | $76.6M |
| HSBC Holdings PLC | 0.05% | Reduce -20.4% | 141,804 | $76.4M |
| Brass Tax Wealth Management, Inc. | 16.05% | Reduce -1.0% | 141,574 | $76.3M |
| Acorn Financial Advisory Services Inc. | 12.50% | Add +1.6% | 140,746 | $75.8M |
| Means Investment Co., Inc. | 7.84% | Add +8.7% | 139,841 | $75.3M |
| Angeles Wealth Management, LLC | 6.19% | Add +1.3% | 139,483 | $75.2M |
| Warren Street Wealth Advisors, LLC | 30.82% | Reduce 0.0% | 139,371 | $75.1M |
| Comerica Bank | 0.30% | Add +2.1% | 136,753 | $73.7M |
| Privium Fund Management (UK) Ltd | 59.82% | New | 134,382 | $73.6M |
| Evermay Wealth Management LLC | 11.05% | Reduce -1.8% | 135,468 | $73.0M |
| Performa Ltd (US), LLC | 25.66% | Add +7.1% | 135,265 | $72.9M |
| Manning & Napier Advisors LLC | 0.82% | Add +3.2% | 132,916 | $71.6M |
| Daymark Wealth Partners, LLC | 3.01% | Add +6.9% | 132,129 | $71.2M |
| Elwood & Goetz Wealth Advisory Group, LLC | 17.34% | Add +3.6% | 131,938 | $71.1M |
| Francis Financial, Inc. | 18.00% | Reduce -0.9% | 131,496 | $70.9M |
| Jackson Wealth Management, LLC | 8.03% | Add +40.4% | 131,402 | $70.8M |
| Common Fund for Nonprofit Organizations | 7.97% | Add +54.3% | 131,334 | $70.8M |
| M.D. Sass, LLC | 5.41% | Reduce -11.0% | 131,018 | $70.6M |
| Goldstone Financial Group, LLC | 11.03% | Add +4.5% | 130,587 | $70.4M |
| Commerce Bank | 0.43% | Reduce -2.1% | 129,699 | $69.9M |
| Selective Wealth Management, Inc. | 28.26% | Reduce -0.0% | 129,977 | $69.6M |
| Composition Wealth, LLC | 1.40% | Add +28.2% | 128,563 | $69.3M |
| Turtle Creek Wealth Advisors, LLC | 15.97% | Add +24.1% | 128,446 | $69.2M |
| Scott Capital Advisors, LLC | 19.84% | Reduce -2.1% | 129,141 | $69.0M |
| West Financial Advisors, LLC | 13.26% | Add +498.4% | 127,577 | $68.7M |
| Jefferies Financial Group Inc. | 0.79% | Reduce -10.0% | 126,745 | $68.3M |
| National Philanthropic Trust | 0.98% | Reduce -4.4% | 126,390 | $68.1M |
| OneAscent Financial Services LLC | 5.79% | New | 126,361 | $68.1M |
| Secure Asset Management, LLC | 10.31% | Add +0.1% | 126,121 | $68.0M |
| CoreCap Advisors, LLC | 3.09% | Add +4.5% | 126,061 | $67.9M |
| BIP Alliance, LLC | 28.65% | — | 125,728 | $67.7M |
| Wealthcare Advisory Partners LLC | 1.88% | Reduce -1.7% | 125,529 | $67.6M |
| Progeny 3, Inc. | 5.36% | No change | 125,200 | $67.5M |
| Standard Family Office LLC | 81.65% | No change | 125,136 | $67.4M |
| Amtrust Financial Services, Inc. | 31.73% | No change | 124,000 | $66.8M |
| Kestra Private Wealth Services, LLC | 1.13% | Reduce -3.6% | 123,706 | $66.7M |
| Pinion Investment Advisors, LLC | 26.38% | Add +2.4% | 123,047 | $66.3M |
| Bank of Nova Scotia | 0.12% | Add +0.1% | 122,964 | $66.2M |
| PNC Financial Services Group, Inc. | 0.04% | Add +6.8% | 121,258 | $65.3M |
| Perigon Wealth Management, LLC | 1.60% | Add +7.5% | 119,501 | $65.0M |
| Summit Wealth Group, LLC | 18.82% | Add +1.2% | 120,558 | $65.0M |
| American Family Investments, Inc. | 3.14% | New | 120,344 | $64.8M |
| MAI Capital Management | 0.48% | Add +54.6% | 120,045 | $64.7M |
| Franklin, Parlapiano, Turner & Welch, LLC | 17.49% | Reduce -3.3% | 119,978 | $64.6M |
| Jasper Ridge Partners, L.P. | 2.05% | Add +18.6% | 119,935 | $64.6M |
| AQR Capital Management | 0.08% | Add +93.5% | 119,838 | $64.6M |
| Savvy Advisors, Inc. | 7.75% | Add +24.7% | 119,550 | $64.4M |
| Cook Wealth, LLC | 30.11% | Add +8.8% | 114,492 | $64.2M |
| Fiducient Advisors LLC | 7.89% | Reduce -14.2% | 118,637 | $63.9M |
| Daido Life Insurance Co. | 7.81% | New | 118,108 | $63.6M |
| Fortune 45 LLC | 41.49% | Add +4.4% | 117,990 | $63.6M |
| Oldfather Financial Services, LLC | 24.00% | Reduce -5.2% | 116,917 | $63.0M |
| Simon Quick Advisors, LLC | 3.77% | Add +10.4% | 116,894 | $63.0M |
| Vident Advisory, LLC | 1.10% | Add +69.8% | 116,004 | $62.5M |
| Wilmington Savings Fund Society, FSB | 1.12% | Add +45.3% | 115,422 | $62.2M |
| Permanent Capital Management, LP | 19.18% | — | 115,004 | $62.0M |
| Nadler Financial Group, Inc. | 6.50% | Add +3.1% | 114,608 | $61.8M |
| Sierra Capital LLC | 7.26% | Reduce -5.6% | 113,635 | $61.2M |
| Integrated Wealth Concepts LLC | 0.71% | Add +9.7% | 113,074 | $60.9M |
| NorthRock Partners, LLC | 1.98% | Reduce -9.2% | 112,632 | $60.7M |
| Financial Counselors Inc. | 0.89% | Add +19.3% | 112,582 | $60.7M |
| Hirtle & Co., LLC | 2.94% | Reduce -4.6% | 112,553 | $60.6M |
| Fidato Wealth LLC | 45.35% | Add +0.4% | 112,249 | $60.5M |
| Brio Consultants, LLC | 9.46% | Add +2.9% | 112,212 | $60.5M |
| Stephens Inc. | 0.84% | Add +48.3% | 110,984 | $59.8M |
| National Bank of Canada | 0.08% | Add +29.5% | 108,220 | $58.3M |
| McMorgan & Co. LLC | 8.92% | Reduce -6.8% | 106,984 | $57.6M |
| Proffitt & Goodson Inc. | 9.48% | Add +2.7% | 106,062 | $57.1M |
| Rathbones Group PLC | 0.27% | Add +3.3% | 105,402 | $56.8M |
| Jump Financial, LLC | 1.22% | Reduce -47.8% | 104,866 | $56.5M |
| Northeast Investment Management | 2.48% | Add +35.1% | 103,724 | $55.9M |
| Optas, LLC | 11.96% | Add +0.9% | 103,013 | $55.5M |
| AlTi Global, Inc. | 1.34% | Add +0.5% | 102,842 | $55.4M |
| Ballentine Partners, LLC | 0.95% | Add +1.2% | 102,771 | $55.4M |
| Pure Financial Advisors, LLC | 1.26% | Add +8.5% | 102,510 | $55.2M |
| Roundview Capital LLC | 3.86% | Add +0.3% | 102,490 | $55.2M |
| Fragasso Financial Advisors Inc | 4.17% | Reduce -2.5% | 101,551 | $54.7M |
| TradeWell Securities, LLC. | 28.30% | — | 101,412 | $54.6M |
| Lansing Street Advisors | 18.67% | Add +4.7% | 99,444 | $53.6M |
| Allworth Financial LP | 0.29% | Add +294.9% | 95,056 | $53.0M |
| CANADA LIFE ASSURANCE Co | 0.09% | Reduce -15.8% | 98,419 | $53.0M |
| AJ Advisors, LLC | 27.39% | Add +1.9% | 97,970 | $52.8M |
| P/E Global LLC | 11.85% | New | 97,738 | $52.7M |
| Sigma Planning Corp | 1.65% | Reduce -0.0% | 97,625 | $52.6M |
| Mountain Capital Investment Advisors Inc. | 10.86% | Add +223.1% | 95,499 | $52.5M |
| Souders Financial Advisors | 7.32% | Add +2.3% | 97,245 | $52.4M |
| Scotia Capital Inc. | 0.27% | Add +5.8% | 96,759 | $52.1M |
| AmeriServ Wealth Advisors | 28.09% | — | 96,626 | $52.1M |
| SoundView Advisors Inc. | 21.43% | — | 96,455 | $52.0M |
| Safir Wealth Advisors, LLC | 39.97% | Reduce -0.1% | 96,187 | $51.8M |
| &partners | 0.62% | Add +58.6% | 95,179 | $51.8M |
| Beaird Harris Wealth Management, LLC | 4.47% | Add +7.9% | 96,160 | $51.8M |
| Choate Investment Advisors | 1.24% | Add +0.1% | 96,096 | $51.8M |
| Aptus Capital Advisors, LLC | 0.61% | Add +125.3% | 95,789 | $51.6M |
| Fifth Third Securities, Inc. | 4.35% | Add +6.1% | 95,020 | $51.2M |
| Freestone Capital Holdings, LLC | 1.76% | Reduce -0.9% | 94,329 | $50.8M |
| Ciovacco Capital Management LLC | 29.00% | Add +3.0% | 94,135 | $50.7M |
| Twele Capital Management, Inc. | 10.68% | Reduce -4.9% | 93,467 | $50.4M |
| Independent Advisor Alliance | 0.67% | New | 93,189 | $50.2M |
| Cantor Fitzgerald Investment Advisors L.P. | 3.46% | Reduce -3.3% | 92,835 | $50.0M |
| HBK Sorce Advisory LLC | 1.51% | Reduce -2.3% | 92,729 | $50.0M |
| Kearns & Associates LLC | 32.22% | Reduce -0.2% | 92,529 | $49.9M |
| Brookstone Capital Management | 0.72% | Add +13.5% | 91,811 | $49.5M |
| Ocean Park Asset Management, LLC | 1.68% | Add +157.8% | 91,623 | $49.4M |
| Kingsview Wealth Management, LLC | 0.96% | Add +2.8% | 91,096 | $49.1M |
| Hillcrest Wealth Advisors - NY, LLC | 23.30% | Reduce -0.6% | 90,976 | $49.0M |
| Investment Research & Advisory Group, Inc. | 20.31% | Add +0.9% | 90,865 | $49.0M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 8.02% | Add +10.5% | 90,637 | $48.8M |
| Level Financial Advisors | 17.88% | Reduce -4.0% | 90,409 | $48.7M |
| Mutual Advisors, LLC | 1.40% | Reduce -3.8% | 88,889 | $48.4M |
| Bailard, Inc. | 1.24% | Add +40.2% | 89,778 | $48.4M |
| Salomon & Ludwin, LLC | 5.12% | Reduce -3.5% | 89,692 | $48.3M |
| Capital Group Private Client Services, Inc. | 0.44% | Add +3.9% | 89,655 | $48.3M |
| Norinchukin Bank, The | 1.02% | Add +184.2% | 89,480 | $48.2M |
| 3Chopt Investment Partners, LLC | 16.49% | Add +1.2% | 89,105 | $48.0M |
| Hikari Tsushin, Inc. | 3.46% | Add +0.6% | 88,549 | $47.7M |
| Crestmont Private Wealth LLC | 21.38% | Add +1.4% | 88,191 | $47.5M |
| Kickstand Ventures, Llc. | 12.12% | Reduce -1.8% | 88,073 | $47.5M |
| Advanced Asset Management Advisors Inc | 12.41% | Reduce -0.2% | 87,921 | $47.4M |
| Wit, LLC | 1.52% | Add +99722.7% | 87,844 | $47.3M |
| CFO4Life Group, LLC | 8.25% | Reduce -0.6% | 87,097 | $46.9M |
| David Kennon Inc | 18.44% | Reduce -0.2% | 86,771 | $46.8M |
| Two Sigma Investments, LP | 0.11% | New | 86,600 | $46.7M |
| Trust Co of Tennessee | 15.48% | Reduce -1.4% | 86,312 | $46.5M |
| Sage Mountain Advisors LLC | 3.39% | Reduce -3.4% | 86,115 | $46.4M |
| Hill Island Financial LLC | 13.43% | Reduce -6.2% | 85,310 | $46.0M |
| Fiduciary Trust Co | 0.61% | Reduce -0.8% | 85,295 | $46.0M |
| Summit Financial, LLC | 1.61% | Add +8.2% | 85,085 | $45.8M |
| Gladstone Institutional Advisory LLC | 2.12% | Add +3.8% | 84,965 | $45.8M |
| Ameraudi Asset Management, Inc. | 24.78% | Add +8.5% | 83,320 | $44.9M |
| Dunhill Financial, LLC | 20.78% | Add +16.4% | 82,897 | $44.7M |
| Steph & Co. | 15.07% | Reduce -6.0% | 82,849 | $44.6M |
| Fort Washington Investment Advisors Inc. | 0.27% | Reduce -0.2% | 82,640 | $44.5M |
| Agur Provident & Training Funds Management Ltd. | 16.99% | Reduce -37.1% | 82,425 | $44.4M |
| Sompo Asset Management Co., Ltd. | 7.48% | Reduce -4.2% | 82,143 | $44.3M |
| Crescent Grove Advisors, LLC | 4.38% | Add +1.0% | 81,964 | $44.2M |
| HBW Advisory Services LLC | 4.51% | Add +3.1% | 81,593 | $44.0M |
| Simplicity Wealth,LLC | 9.03% | Reduce -1.1% | 80,376 | $43.3M |
| Taikang Asset Management (Hong Kong) Co Ltd | 6.36% | No change | 80,292 | $43.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | No change | 80,000 | $43.1M |
| Boyd Wealth Management, LLC | 21.25% | Reduce -5.7% | 79,988 | $43.1M |
| Retirement Planning Group, LLC | 2.16% | Reduce -8.9% | 79,705 | $42.9M |
| Olympus Wealth Management, LLC | 15.59% | Reduce -3.7% | 79,469 | $42.8M |
| Guardian Wealth Advisors, LLC / NC | 3.42% | Add +189.7% | 79,373 | $42.8M |
| Garde Capital, Inc. | 2.77% | Reduce -0.0% | 77,899 | $42.0M |
| Global Retirement Partners, LLC | 1.20% | Add +6.0% | 77,869 | $42.0M |
| Resolute Advisors LLC | 8.41% | Add +3.1% | 77,419 | $41.7M |
| BCK Partners, Inc. | 25.57% | Reduce -23.3% | 77,417 | $41.7M |
| Ameritas Investment Partners, Inc. | 1.35% | Reduce -2.5% | 77,235 | $41.6M |
| LM Advisors LLC | 7.50% | Add +5.6% | 77,219 | $41.6M |
| Rooted Wealth Advisors, Inc. | 16.18% | Add +1.7% | 76,440 | $41.4M |
| Rwa Wealth Partners, LLC | 0.51% | Add +15.1% | 76,707 | $41.3M |
| Next Level Wealth Planning, LLC | 32.49% | — | 76,639 | $41.3M |
| Liberty Square Wealth Partners LLC | 15.01% | — | 73,343 | $41.1M |
| BNP Paribas Financial Markets | 0.03% | Add +276.0% | 76,288 | $41.1M |
| Modern Wealth Management, LLC | 1.53% | Add +4.6% | 76,139 | $41.0M |
| Galilei Investment Office LLP | 20.69% | — | 77,691 | $41.0M |
| Fiduciary Group, LLC | 4.10% | Add +1.1% | 75,896 | $40.9M |
| ForthRight Wealth Management, LLC | 13.52% | Reduce -0.2% | 75,276 | $40.6M |
| CENTRAL TRUST Co | 0.99% | Reduce -1.5% | 75,195 | $40.5M |
| Retirement Capital Strategies | 15.28% | Reduce -1.6% | 74,863 | $40.3M |
| Strategic Blueprint, LLC | 2.39% | Add +11.0% | 74,450 | $40.1M |
| MBM Wealth Consultants, LLC | 11.94% | Add +0.6% | 74,603 | $40.1M |
| Oak Harvest Investment Services | 5.59% | Reduce -3.0% | 74,364 | $40.1M |
| Sellwood Investment Partners LLC | 21.38% | — | 73,824 | $39.8M |
| Beacon Harbor Wealth Advisors, Inc. | 9.24% | Add +2.6% | 73,661 | $39.7M |
| Essential Planning, LLC. | 0.26% | Add +5583.0% | 73,197 | $39.6M |
| Parisi Gray Wealth Management | 12.57% | Add +0.2% | 73,384 | $39.5M |
| Conquis Financial LLC | 40.32% | — | 73,103 | $39.4M |
| Financial Sense Advisors, Inc. | 13.17% | Reduce -23.0% | 72,749 | $39.2M |
| O'shaughnessy Asset Management, LLC | 0.33% | Add +52.5% | 72,439 | $39.0M |
| Rolek Wealth Management LLC | 30.49% | — | 72,206 | $38.9M |
| TD Private Client Wealth LLC | 1.08% | Add +1.7% | 71,660 | $38.6M |
| West Paces Advisors Inc. | 9.41% | Add +12.1% | 71,550 | $38.6M |
| Greenleaf Trust | 0.35% | Add +0.1% | 71,424 | $38.5M |
| Front Street Capital Management, Inc. | 6.67% | Reduce -0.7% | 71,275 | $38.4M |
| Zurich Insurance Group Ltd | 0.31% | Add +108.3% | 70,941 | $38.4M |
| Fort Point Capital Partners LLC | 4.27% | Add +4.6% | 70,804 | $38.1M |
| TD Waterhouse Canada Inc. | 0.30% | Add +15.8% | 70,132 | $37.8M |
| Arete Wealth Advisors, LLC | 2.72% | Add +10.8% | 69,940 | $37.7M |
| Trek Financial, LLC | 2.81% | Add +8.2% | 69,811 | $37.6M |
| CW Advisors, LLC | 0.52% | Add +6.9% | 69,774 | $37.6M |
| CSS LLC | 7.00% | Add +0.7% | 69,450 | $37.4M |
| Eagle Wealth Strategies LLC | 27.01% | Reduce -1.0% | 69,211 | $37.3M |
| Phillips Financial Management, LLC | 2.92% | Reduce -1.3% | 68,809 | $37.1M |
| Money Concepts Capital Corp. | 2.76% | Add +0.3% | 68,791 | $37.1M |
| Prudential PLC | 0.19% | Add +71.5% | 68,590 | $37.0M |
| Tenon Financial LLC | 23.82% | Add +0.2% | 68,452 | $36.8M |
| Cibc World Market Inc. | 0.08% | Add +4.3% | 67,910 | $36.6M |
| Legacy Financial Group LLC | 5.92% | Reduce -2.6% | 67,879 | $36.6M |
| NWF Advisory Services Inc. | 5.35% | Add +0.6% | 67,812 | $36.5M |
| JDM Financial Group LLC | 18.97% | Add +0.5% | 67,750 | $36.5M |
| Quantinno Capital Management LP | 0.36% | Add +154.2% | 67,672 | $36.5M |
| Avior Wealth Management, LLC | 1.33% | Add +4.3% | 67,574 | $36.4M |
| B.O.S.S. Retirement Advisors, LLC | 10.13% | Add +339.1% | 67,288 | $36.3M |
| SigFig Wealth Management, LLC | 1.30% | Reduce -0.6% | 66,414 | $35.9M |
| EMC Capital Management | 20.08% | Add +1085.6% | 66,368 | $35.8M |
| Associated Banc-Corp | 1.08% | Add +5.4% | 66,336 | $35.7M |
| Pittenger & Anderson Inc. | 1.29% | Add +1.5% | 65,989 | $35.6M |
| Valeo Financial Advisors, LLC | 0.99% | Add +8.8% | 65,656 | $35.4M |
| Landmark Wealth Management, LLC | 15.59% | Reduce -2.7% | 65,268 | $35.2M |
| Oak Root LLC | 4.58% | Reduce -14.9% | 65,262 | $35.2M |
| Kinsale Capital Group, Inc. | 9.45% | Add +0.6% | 65,260 | $35.2M |
| Principal Financial Group Inc. | 0.02% | Add +12.3% | 65,173 | $35.1M |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 35.67% | Reduce -5.8% | 65,142 | $35.1M |
| Franklin Resources Inc. | 0.01% | Add +5.2% | 64,829 | $34.9M |
| Drucker Wealth 3.0, LLC | 8.02% | Add +32.7% | 64,518 | $34.8M |
| Aufman Associates Inc | 23.40% | Reduce -2.0% | 64,340 | $34.7M |
| Redwood Investment Management, LLC | 3.36% | Add +1.2% | 63,945 | $34.5M |
| Sheets Smith Wealth Management | 4.19% | Add +7.5% | 63,738 | $34.3M |
| SVB Wealth LLC | 0.64% | New | 63,585 | $34.3M |
| Moody National Bank Trust Division | 3.58% | Add +28.5% | 63,483 | $34.2M |
| Innovative Wealth Building LLC | 30.82% | — | 63,241 | $34.1M |
| Elevatus Welath Management | 11.52% | Add +64.2% | 62,469 | $33.7M |
| Mather Group, Llc. | 0.44% | Add +0.5% | 62,307 | $33.6M |
| Plancorp, LLC | 1.37% | Add +5.0% | 61,986 | $33.4M |
| R. W. Roge & Company, Inc. | 18.02% | Reduce -2.1% | 61,985 | $33.4M |
| IFG Advisors, LLC | 6.61% | Add +8.0% | 61,720 | $33.3M |
| Avion Wealth | 8.54% | Reduce -1.8% | 61,700 | $33.2M |
| Aspire Capital Advisors LLC | 9.49% | Add +3.7% | 61,600 | $33.2M |
| HUB Investment Partners, LLC | 1.39% | Reduce -21.5% | 61,483 | $33.1M |
| Mitchell McLeod Pugh & Williams Inc. | 6.92% | Add +10.3% | 61,207 | $33.0M |
| University of Chicago | 30.80% | Reduce -11.0% | 60,891 | $32.8M |
| Sage Financial Group Inc. | 2.63% | Add +3.3% | 60,761 | $32.7M |
| Carolinas Wealth Consulting LLC | 6.41% | Add +7.7% | 60,502 | $32.6M |
| Sfm, LLC | 22.96% | Add +4.6% | 60,461 | $32.6M |
| Oppenheimer & Co. Inc. | 0.48% | Add +5.2% | 60,066 | $32.4M |
| Rehmann Capital Advisory Group | 2.05% | Add +16.2% | 60,072 | $32.3M |
| Securian Asset Management, Inc. | 0.94% | Add +0.9% | 59,633 | $32.1M |
| Waverly Advisors, LLC | 0.50% | Add +16.4% | 59,501 | $32.1M |
| Ameritas Advisory Services, LLC | 1.11% | Add +175.5% | 59,406 | $32.0M |
| IFG Advisory, LLC | 1.81% | Reduce -26.9% | 59,278 | $31.9M |
| Geneos Wealth Management Inc. | 1.11% | Reduce -2.2% | 59,077 | $31.8M |
| Intelligent Financial Strategies | 17.52% | Reduce -0.1% | 58,696 | $31.6M |
| Aurelius Family Office LLC | 15.93% | — | 58,594 | $31.6M |
| Evercore Wealth Management, LLC | 0.47% | Add +4.3% | 58,502 | $31.5M |
| Synovus Financial Corp. | 0.40% | Reduce -45.8% | 58,303 | $31.4M |
| First Financial Bankshares Inc | 0.68% | Add +357.0% | 58,303 | $31.4M |
| Leavell Investment Management, Inc. | 1.54% | Add +3.0% | 58,146 | $31.3M |
| Legacy PCG, LLC | 22.16% | Add +0.3% | 57,797 | $31.1M |
| Diversify Advisory Services, LLC | 1.70% | Add +21.9% | 57,841 | $30.9M |
| Concourse Financial Group Securities, Inc. | 1.74% | Add +2.0% | 55,142 | $30.7M |
| Financial Management Professionals, Inc. | 3.87% | Add +3.3% | 56,760 | $30.6M |
| EverSource Wealth Advisors, LLC | 1.71% | Add +30.8% | 56,540 | $30.5M |
| Topsail Wealth Management, LLC | 6.50% | — | 56,494 | $30.4M |
| RFG Advisory, LLC | 0.86% | Add +1.0% | 56,266 | $30.3M |
| BBR Partners, LLC | 2.11% | Reduce -25.9% | 56,136 | $30.2M |
| Charter Oak Capital Management, LLC | 2.82% | Reduce -2.4% | 56,136 | $30.2M |
| Compound Planning, Inc. | 1.53% | Add +72.4% | 56,114 | $30.2M |
| Claro Advisors Inc. | 4.09% | Add +3.5% | 56,029 | $30.2M |
| Bear Mountain Capital, Inc. | 11.66% | Reduce -1.9% | 53,415 | $29.9M |
| Level Four Advisory Services, LLC | 1.22% | Reduce -8.7% | 55,469 | $29.9M |
| Motley Fool Wealth Management, LLC | 1.54% | Add +63.7% | 55,425 | $29.8M |
| Meridian Financial Partners LLC | 15.70% | Reduce -7.5% | 55,195 | $29.7M |
| Clifford Group, LLC | 22.52% | Add +3.4% | 54,843 | $29.5M |
| Foundations Investment Advisors, LLC | 0.57% | Reduce -0.6% | 54,558 | $29.4M |
| Christopher J. Hasenberg, Inc | 11.85% | Reduce -17.4% | 54,545 | $29.4M |
| Fulton Bank, N.A. | 1.13% | Add +44.7% | 54,289 | $29.3M |
| Scarborough Advisors, LLC | 4.12% | Add +0.1% | 54,083 | $29.1M |
| Crestwood Advisors Group, LLC | 0.54% | Add +5.0% | 53,858 | $29.0M |
| Cordgrass Capital Advisors, LLC | 8.38% | Add +2.7% | 53,631 | $28.9M |
| SOA Wealth Advisors, LLC. | 5.32% | Add +1.1% | 53,601 | $28.9M |
| ORG Partners LLC | 3.93% | Add +1.4% | 52,737 | $28.4M |
| Fsa Wealth Partners, Inc. | 6.67% | Add +18.7% | 52,747 | $28.4M |
| Royal Fund Management, LLC | 3.08% | Reduce -47.7% | 52,326 | $28.4M |
| Oxler Private Wealth LLC | 9.31% | Add +0.2% | 52,583 | $28.3M |
| Barings LLC | 0.68% | Reduce -32.3% | 52,541 | $28.3M |
| Integral Investment Advisors, Inc. | 9.10% | Add +3.0% | 52,170 | $28.1M |
| Canton Hathaway, LLC | 6.99% | Reduce -7.8% | 51,955 | $28.0M |
| Trust Co of the South | 5.70% | Add +0.5% | 51,950 | $28.0M |
| QRG Capital Management, Inc. | 0.29% | Add +7.2% | 51,776 | $27.9M |
| Thompson Siegel & Walmsley LLC | 0.44% | Add +0.8% | 51,750 | $27.9M |
| Parsons Capital Management Inc. | 1.50% | Add +0.3% | 51,378 | $27.7M |
| Focus Financial Network, Inc. | 1.09% | Add +13.1% | 51,065 | $27.5M |
| BCS Wealth Management | 6.84% | New | 51,059 | $27.5M |
| EnRich Financial Partners LLC | 9.11% | Add +0.6% | 50,771 | $27.4M |
| GenWealth Group, Inc. | 6.21% | Reduce -2.6% | 50,616 | $27.3M |
| Van Eck Associates Corp. | 0.04% | Reduce -0.6% | 50,553 | $27.2M |
| Sumitomo Life Insurance Co. | 0.51% | Add +10.0% | 50,500 | $27.2M |
| St. Louis Trust Co | 3.88% | Add +2.4% | 50,372 | $27.1M |
| Basso Capital Management, L.P. | 23.43% | Add +6.4% | 50,267 | $27.1M |
| Stratos Wealth Advisors, LLC | 1.30% | Add +4.7% | 50,263 | $27.1M |
| Diana Davis Spencer Foundation | 9.44% | No change | 49,675 | $26.8M |
| PFG Advisors | 1.64% | Add +13.5% | 49,659 | $26.8M |
| First National Bank of Omaha | 1.73% | Add +2.1% | 49,426 | $26.6M |
| Cullen/Frost Bankers, Inc. | 0.36% | Reduce -2.0% | 49,420 | $26.6M |
| Clark Financial Services Group Inc. | 20.28% | Add +1.6% | 49,216 | $26.5M |
| Okabena Investment Services Inc. | 7.30% | Add +30.4% | 48,749 | $26.3M |
| Transform Wealth, LLC | 1.46% | Add +2034.4% | 48,728 | $26.3M |
| Sandy Cove Advisors, LLC | 10.30% | Reduce -1.9% | 48,691 | $26.2M |
| Curated Wealth Partners LLC | 2.98% | Add +9.0% | 48,500 | $26.1M |
| Banco Santander, S.A. | 0.31% | Reduce -59.4% | 48,270 | $26.0M |
| Journey Beyond Wealth, LLC | 24.34% | — | 48,062 | $25.9M |
| First National Bank Sioux Falls | 10.96% | Add +9.6% | 47,777 | $25.7M |
| First Hawaiian Bank | 0.84% | Reduce -0.1% | 47,770 | $25.7M |
| Applied Capital LLC | 13.18% | Add +0.7% | 47,624 | $25.7M |
| First Financial Corp. | 11.90% | Add +1.3% | 47,416 | $25.5M |
| Meiji Yasuda Life Insurance Co | 0.48% | New | 47,018 | $25.3M |
| First Citizens Bank & Trust Co. | 0.46% | Reduce -1.6% | 46,774 | $25.2M |
| Johnson Investment Counsel Inc. | 0.24% | Add +7.6% | 46,317 | $25.0M |
| Promus Capital, LLC | 19.04% | — | 46,091 | $24.8M |
| IFP Advisors, Inc | 0.81% | Add +8.3% | 45,963 | $24.8M |
| Baker Tilly Wealth Management, LLC | 9.71% | Add +7.2% | 45,955 | $24.8M |
| Great Valley Advisor Group, Inc. | 0.55% | Reduce -22.8% | 45,729 | $24.6M |
| KilterHowling LLC | 14.05% | Add +4.5% | 44,257 | $24.6M |
| First Merchants Corp. | 0.94% | Add +6.6% | 45,250 | $24.4M |
| PKO Investment Management Joint-Stock Co | 3.02% | Add +13.3% | 45,058 | $24.3M |
| Canerector Inc. | 11.76% | — | 45,000 | $24.2M |
| Wealth Group Ltd | 6.98% | Reduce -0.7% | 44,839 | $24.2M |
| Capital Management Associates, Inc | 9.05% | Add +4.5% | 44,811 | $24.1M |
| Venture Visionary Partners LLC | 1.02% | Add +4.2% | 44,721 | $24.1M |
| UNIVEST FINANCIAL Corp | 1.52% | Reduce -5.0% | 44,696 | $24.1M |
| Brooklyn FI, LLC | 8.01% | Add +0.3% | 44,682 | $24.1M |
| Ashton Thomas Securities, LLC | 6.60% | Add +5.9% | 44,532 | $24.0M |
| Manchester Capital Management LLC | 2.79% | Reduce -2.6% | 44,529 | $24.0M |
| Retirement Wealth Solutions LLC | 20.25% | — | 44,868 | $24.0M |
| Evanson Asset Management, LLC | 1.64% | Add +26.4% | 44,393 | $23.9M |
| Cascades Capital Asset Management, LLC | 13.09% | Reduce -2.6% | 44,387 | $23.9M |
| Ade, LLC | 14.68% | Add +3.8% | 44,383 | $23.9M |
| Avidian Wealth Enterprises, LLC | 1.07% | Reduce -0.2% | 44,372 | $23.9M |
| Whittier Trust Co. of Nevada Inc. | 0.59% | Add +0.0% | 44,257 | $23.8M |
| Boston Family Office LLC | 1.62% | Add +47.5% | 43,907 | $23.7M |
| Baltimore-Washington Financial Advisors, Inc. | 1.23% | Add +0.1% | 43,849 | $23.6M |
| Nan Shan Life Insurance Co., Ltd. | 0.57% | Reduce -74.8% | 43,750 | $23.6M |
| Cassady Schiller Wealth Management, LLC | 8.65% | Add +1.7% | 43,721 | $23.6M |
| Unconventional Investor, LLC | 14.20% | Add +10.9% | 43,631 | $23.5M |
| Omega Advisors (Leon Cooperman) | 0.89% | No change | 43,593 | $23.5M |
| Argent Trust Co | 0.96% | Add +27.0% | 43,581 | $23.5M |
| Romano Brothers and Company | 2.96% | Add +0.7% | 43,529 | $23.5M |
| Matrix Trust Co | 4.06% | Reduce -0.9% | 43,345 | $23.4M |
| Tompkins Financial Corp. | 2.17% | Add +19.0% | 43,231 | $23.3M |
| Southeast Asset Advisors, LLC | 2.86% | Reduce -15.6% | 43,192 | $23.3M |
| Williams Jones Wealth Management, LLC. | 0.28% | Reduce -14.5% | 43,114 | $23.2M |
| CM Wealth Advisors LLC | 7.57% | Reduce -5.0% | 42,956 | $23.1M |
| CWS Financial Advisors, LLC | 7.43% | Add +1.2% | 42,605 | $23.0M |
| Prospera Financial Services Inc | 0.53% | Add +28.5% | 42,456 | $22.9M |
| Stuart Investment Advisors, Inc. | 12.10% | Reduce -3.8% | 42,067 | $22.7M |
| Bank Hapoalim BM | 3.82% | Add +4.5% | 41,917 | $22.6M |
| Arkadios Wealth Advisors | 1.23% | Reduce -6.4% | 41,789 | $22.5M |
| Freedom Financial Partners LLC | 10.80% | — | 41,570 | $22.4M |
| Trust Co. of Vermont | 1.09% | Add +87.6% | 41,544 | $22.4M |
| Certus Wealth Management, LLC | 14.98% | Add +0.9% | 40,233 | $22.4M |
| Core Wealth Advisors, Inc. | 7.37% | Reduce -0.2% | 41,457 | $22.3M |
| Integrated Advisors Network LLC | 1.07% | Add +5.1% | 41,354 | $22.3M |
| Tritonpoint Wealth, LLC | 2.01% | Add +0.8% | 41,204 | $22.2M |
| High Net Worth Advisory Group LLC | 6.20% | Add +1.4% | 41,187 | $22.2M |
| Rational Advisors, Inc. | 2.25% | Add +8.7% | 41,108 | $22.1M |
| Kingswood Wealth Advisors, LLC | 1.66% | Add +117.5% | 41,008 | $22.1M |
| American Century Companies Inc. | 0.01% | Add +6.5% | 41,000 | $22.1M |
| Belpointe Asset Management LLC | 1.33% | Reduce -0.5% | 42,581 | $22.1M |
| Three Bridge Wealth Advisors, LLC | 7.72% | Add +21.0% | 40,905 | $22.0M |
| Greenbush Financial Group, LLC | 11.56% | — | 40,721 | $21.9M |
| Exencial Wealth Advisors, LLC | 0.81% | Add +1.8% | 40,600 | $21.9M |
| Prosperity Wealth Management, Inc. | 9.00% | Add +40.1% | 40,532 | $21.8M |
| MKT Advisors LLC | 9.41% | Reduce -3.5% | 39,292 | $21.6M |
| First Command Advisory Services, Inc. | 0.20% | Reduce -3.4% | 39,981 | $21.5M |
| Eq LLC | 10.10% | Add +14.1% | 39,909 | $21.5M |
| Verdence Capital Advisors LLC | 1.73% | Add +0.3% | 39,901 | $21.5M |
| Conning Inc. | 0.79% | Reduce -6.4% | 39,804 | $21.4M |
| North Star Investment Management Corp. | 1.49% | Add +1.6% | 39,730 | $21.4M |
| Sound View Wealth Advisors Group, LLC | 1.72% | Add +2.5% | 39,666 | $21.4M |
| Victory Financial Group, LLC | 5.61% | — | 39,585 | $21.3M |
| Headlands Technologies LLC | 2.14% | Add +80.2% | 39,561 | $21.3M |
| SignalPoint Asset Management, LLC | 5.18% | Add +38.6% | 39,506 | $21.3M |
| Beaumont Financial Advisors, LLC | 1.59% | Reduce -2.0% | 39,333 | $21.2M |
| CVA Family Office, LLC | 3.34% | Reduce -5.3% | 39,165 | $21.1M |
| Naples Global Advisors, LLC | 1.97% | Add +4.1% | 39,056 | $21.0M |
| Rialto Wealth Management, LLC | 6.94% | — | 38,999 | $21.0M |
| Sensible Financial Planning & Management, LLC. | 4.34% | Add +2.5% | 38,848 | $20.9M |
| Kathleen S. Wright Associates Inc. | 8.72% | Add +7.1% | 38,842 | $20.9M |
| Bryant Woods Investment Advisors, LLC | 10.09% | Add +8.2% | 38,671 | $20.8M |
| Fairscale Capital, LLC | 17.90% | Reduce -0.2% | 38,597 | $20.8M |
| Members Advisory Group LLC | 8.52% | Add +343.4% | 38,492 | $20.8M |
| Ogorek Anthony Joseph /NY/ | 6.60% | Add +2.3% | 38,483 | $20.7M |
| Strategent Financial, LLC | 20.56% | — | 38,414 | $20.7M |
| Sequoia Financial Advisors, LLC | 0.20% | Add +1.3% | 38,267 | $20.6M |
| Guardian Financial Partners, LLC | 12.24% | Reduce -2.1% | 38,233 | $20.6M |
| Cynosure Group, LLC | 3.07% | Add +24.0% | 38,006 | $20.5M |
| Elm Partners Management LLC | 1.40% | Add +27.2% | 38,028 | $20.5M |
| Verum Partners LLC | 5.90% | Add +7.6% | 37,955 | $20.5M |
| Quotient Wealth Partners, LLC | 0.67% | Add +7.0% | 37,948 | $20.4M |
| Benchmark Wealth Management, LLC | 10.04% | Add +0.1% | 37,851 | $20.4M |
| Riverpoint Wealth Management Holdings, LLC | 5.29% | Add +1.2% | 37,661 | $20.3M |
| Triad Wealth Partners, LLC | 7.28% | Add +10.5% | 37,393 | $20.1M |
| Bowman & Co S.C. | 10.44% | Add +13.1% | 37,302 | $20.1M |
| Cornerstone Wealth Group, LLC | 1.64% | Add +3.1% | 37,183 | $20.0M |
| Parallel Advisors, LLC | 0.45% | Add +2.6% | 37,044 | $20.0M |
| Lakeshore Financial Planning, Inc. | 8.48% | Add +2.6% | 36,890 | $19.9M |
| Family Office Research LLC | 8.70% | — | 36,825 | $19.8M |
| Stanley-Laman Group, Ltd. | 2.78% | Add +467.2% | 36,750 | $19.8M |
| Advisory Services Network, LLC | 0.37% | Add +12.0% | 36,678 | $19.8M |
| Fairway Wealth LLC | 8.88% | Add +13.2% | 36,579 | $19.7M |
| Montag A & Associates Inc. | 0.93% | Reduce -1.3% | 36,306 | $19.6M |
| Joel Adams & Associates, Inc. | 17.72% | — | 36,204 | $19.5M |
| Waldron Private Wealth LLC | 0.78% | Reduce -2.7% | 36,075 | $19.4M |
| Apexium Financial, LP | 1.18% | Reduce -0.1% | 35,953 | $19.4M |
| First National Trust Co | 0.72% | Reduce -2.0% | 35,663 | $19.2M |
| Harbor Advisory Corp. | 6.30% | Reduce -0.0% | 35,595 | $19.2M |
| Pinnacle Bancorp, Inc. | 6.21% | Add +1.3% | 35,437 | $19.1M |
| Stonegate Investment Group, LLC | 0.51% | Reduce -1.1% | 35,260 | $19.0M |
| Spectrum Investment Advisors, Inc. | 12.68% | Reduce -0.1% | 35,251 | $19.0M |
| Howland Capital Management LLC | 0.83% | Add +9.9% | 35,214 | $19.0M |
| Wheelhouse Advisory Group LLC | 11.26% | Add +3.4% | 35,201 | $19.0M |
| Joel Isaacson & Co., LLC | 0.85% | Add +23.1% | 35,193 | $19.0M |
| Marshall Financial Group Inc. | 5.77% | Add +0.1% | 35,061 | $18.9M |
| TruWealth Advisors, LLC | 1.14% | Add +1.4% | 35,059 | $18.9M |
| Fort Vancouver Investment Management, LLC | 15.98% | Add +1.8% | 34,950 | $18.8M |
| Synergy Investment Management, LLC | 8.06% | — | 34,800 | $18.8M |
| waypoint wealth counsel | 12.21% | Add +3.7% | 34,728 | $18.7M |
| O'Connor Financial Group LLC | 9.76% | Add +6.3% | 34,646 | $18.7M |
| Moulton Wealth Management, Inc. | 14.33% | Add +12.7% | 34,637 | $18.7M |
| Brighton Jones LLC | 0.54% | Add +6.5% | 34,524 | $18.6M |
| Highline Wealth Partners LLC | 6.05% | Add +6.8% | 34,349 | $18.5M |
| Farmers & Merchants Investments Inc. | 0.58% | Reduce -1.0% | 34,320 | $18.5M |
| Blackston Financial Advisory Group, LLC | 9.21% | Add +18.4% | 34,319 | $18.5M |
| Amundi | 0.01% | Add +16.9% | 34,022 | $18.4M |
| TFB Advisors LLC | 5.25% | Add +2.5% | 34,053 | $18.3M |
| Keystone Financial Group | 1.80% | Reduce -12.0% | 33,612 | $18.2M |
| Passaic Partners LLC | 2.63% | Add +14.3% | 33,570 | $18.1M |
| Elios Financial Group Inc. | 8.53% | Add +1.4% | 33,493 | $18.0M |
| Fidelis Capital Partners, LLC | 1.80% | Add +9.1% | 32,755 | $18.0M |
| Diversify Wealth Management, LLC | 1.40% | Add +203.8% | 33,663 | $18.0M |
| Brave Asset Management Inc. | 5.68% | Reduce -1.1% | 33,176 | $17.9M |
| Asset Allocation & Management Company, LLC | 9.73% | No change | 33,048 | $17.8M |
| Northstar Group, Inc. | 3.10% | Add +3.4% | 33,025 | $17.8M |
| Y.D. More Investments Ltd | 1.59% | Reduce -1.1% | 32,780 | $17.7M |
| Peak Financial Management, Inc. | 5.29% | Reduce -3.9% | 32,768 | $17.7M |
| Tsfg, LLC | 3.63% | Reduce -1.5% | 32,763 | $17.7M |
| First Bank & Trust | 3.38% | Add +2.8% | 32,708 | $17.6M |
| Wesbanco Bank Inc. | 0.60% | Reduce -8.1% | 32,697 | $17.6M |
| Blue Square Asset Management, LLC | 8.73% | Reduce -1.4% | 32,497 | $17.5M |
| Retirement Systems of Alabama | 0.07% | Reduce -25.4% | 32,495 | $17.5M |
| Alamar Capital Management, LLC | 9.57% | Add +12.3% | 32,485 | $17.5M |
| Peachtree Investment Partners, LLC | 6.54% | Add +11.5% | 32,411 | $17.5M |
| NewEdge Wealth, LLC | 0.30% | Add +3.5% | 32,293 | $17.4M |
| Ballentine Capital Advisors, Inc | 9.01% | Reduce -1.8% | 32,282 | $17.4M |
| Burney Co./ | 0.61% | Add +3.5% | 32,249 | $17.4M |
| Twin Focus Capital Partners, LLC | 2.57% | Add +26.5% | 32,233 | $17.4M |
| Carnegie Investment Counsel | 0.50% | Add +4.3% | 32,205 | $17.4M |
| Cary Street Partners Financial LLC | 0.56% | — | 32,180 | $17.3M |
| Spire Wealth Management | 0.54% | Reduce -6.4% | 32,119 | $17.3M |
| FWG Investments, LLC. | 13.41% | Reduce -4.1% | 32,026 | $17.3M |
| WNY Asset Management, LLC | 2.14% | Add +4.3% | 32,021 | $17.3M |
| 1834 Investment Advisors Co. | 2.18% | Reduce -2.0% | 32,013 | $17.2M |
| Abacus Planning Group, Inc. | 3.03% | Reduce -0.5% | 31,975 | $17.2M |
| Toronto Dominion Bank | 0.03% | Add +0.8% | 31,846 | $17.1M |
| FineMark National Bank & Trust | 0.60% | Add +1.1% | 31,795 | $17.1M |
| Vicus Capital | 1.52% | Reduce -35.1% | 31,746 | $17.1M |
| Lanham O'Dell & Company, Inc. | 25.91% | Add +1.4% | 31,700 | $17.1M |
| Virtue Capital Management, LLC | 3.42% | Reduce -2.4% | 31,532 | $17.0M |
| One Capital Management, LLC | 0.56% | Add +12.6% | 31,335 | $16.9M |
| W1M Asset Management Ltd | 1.42% | Add +206.1% | 30,956 | $16.7M |
| Financial Engines Advisors L.L.C. | 0.03% | Add +77.2% | 30,744 | $16.6M |
| Baker Ellis Asset Management LLC | 2.43% | Add +6.4% | 30,668 | $16.5M |
| Madden Advisory Services, Inc. | 7.66% | Add +2.4% | 30,639 | $16.5M |
| Dodds Wealth, LLC | 5.30% | Add +13.4% | 29,537 | $16.5M |
| Gutierrez Wealth Advisory, LLC | 13.51% | — | 30,401 | $16.4M |
| Pachira Investments Inc. | 10.02% | Add +25.4% | 30,265 | $16.4M |
| Graypoint LLC | 0.99% | Add +17.2% | 30,365 | $16.4M |
| Ethos Financial Group, LLC | 2.15% | Add +2075.1% | 30,365 | $16.4M |
| Plan Group Financial, LLC | 8.58% | Reduce -2.5% | 30,155 | $16.2M |
| Bleakley Financial Group, LLC | 0.49% | Reduce -5.0% | 30,092 | $16.2M |
| Americana Partners, LLC | 0.66% | Reduce -38.5% | 30,089 | $16.2M |
| Signal Tree Financial Partners LLC | 18.99% | — | 30,033 | $16.2M |
| Delta Wealth Advisors LLC | 15.24% | Add +19.3% | 30,015 | $16.2M |
| Capital City Trust Co. | 4.03% | Add +14.9% | 29,981 | $16.2M |
| Smith Anglin Financial, LLC | 1.52% | Add +18.0% | 29,978 | $16.2M |
| Smith Shellnut Wilson LLC | 7.13% | Add +6.9% | 29,910 | $16.1M |
| TrueWealth Financial Partners | 9.97% | Reduce -0.1% | 29,824 | $16.1M |
| Bridges Investment Management Inc. | 0.22% | Add +1.1% | 29,597 | $15.9M |
| FSB Premier Wealth Management, Inc. | 6.38% | Reduce -5.3% | 29,545 | $15.9M |
| Ironsides Asset Advisors, LLC | 4.54% | Add +0.2% | 29,409 | $15.8M |
| U.S. Capital Wealth Advisors, LLC | 0.49% | Add +5.9% | 29,354 | $15.8M |
| Lodestar Private Asset Management LLC | 1.98% | Add +0.7% | 29,329 | $15.8M |
| Glenview Trust Co | 0.30% | Add +0.3% | 29,254 | $15.8M |
| Philadelphia Trust Co. | 1.16% | Reduce -0.1% | 29,248 | $15.8M |
| Thoroughbred Financial Services, LLC | 0.96% | Add +8.3% | 29,247 | $15.8M |
| Meridian Wealth Management, LLC | 0.75% | Reduce -1.1% | 29,212 | $15.7M |
| Everett Harris & Co. | 0.20% | Add +16.4% | 29,139 | $15.7M |
| Marcum Wealth, LLC | 1.36% | Reduce -0.7% | 29,054 | $15.7M |
| Gibson Wealth Advisors LLC | 12.91% | Add +1.4% | 29,027 | $15.6M |
| Braun Stacey Associates Inc. | 0.58% | Reduce -3.3% | 28,991 | $15.6M |
| Florida Financial Advisors, LLC | 6.96% | Add +27.7% | 28,931 | $15.6M |
| Lowery Thomas, LLC | 10.15% | Add +2.3% | 28,891 | $15.6M |
| Avory & Company, LLC | 8.70% | No change | 28,810 | $15.5M |
| Curbstone Financial Management Corp | 3.28% | Reduce -5.6% | 28,740 | $15.5M |
| Moisand Fitzgerald Tamayo, LLC | 2.19% | Reduce -5.0% | 28,737 | $15.5M |
| Mgo One Seven LLC | 0.59% | Reduce -9.1% | 28,686 | $15.5M |
| Evernest Financial Advisors, LLC | 3.99% | Reduce -2.0% | 28,560 | $15.4M |
| Walkner Condon Financial Advisors LLC | 3.13% | Reduce -1.4% | 28,546 | $15.4M |
| Capital Investment Advisors, LLC | 0.31% | Add +42.3% | 28,542 | $15.4M |
| Focus Partners Advisor Solutions, LLC | 0.26% | Add +9.8% | 28,500 | $15.4M |
| Battery Global Advisors, LLC | 8.21% | No change | 28,486 | $15.3M |
| Caerus Investment Advisors, LLC | 14.25% | Reduce -4.6% | 28,137 | $15.2M |
| Roth Financial Partners LLC | 6.03% | Add +0.6% | 28,126 | $15.2M |
| SageView Advisory Group, LLC | 0.65% | Reduce -1.6% | 28,118 | $15.2M |
| Investment Counsel Co. of Nevada | 38.29% | — | 28,017 | $15.1M |
| Helium Advisors LLC | 11.91% | — | 27,897 | $15.0M |
| Western Wealth Management, LLC | 0.80% | Add +1.8% | 27,719 | $14.9M |
| Centricity Wealth Management, LLC | 13.92% | — | 27,669 | $14.9M |
| Segall Bryant & Hamill, LLC | 0.20% | Add +56.9% | 27,628 | $14.9M |
| Security Financial Services, INC. | 3.03% | Reduce -4.2% | 27,611 | $14.9M |
| Element Pointe Advisors, LLC | 3.49% | Reduce -3.5% | 27,542 | $14.8M |
| Kohmann Bosshard Financial Services, LLC | 1.78% | Add +8.9% | 27,538 | $14.8M |
| Haverford Trust Co | 0.15% | Add +2.0% | 27,521 | $14.8M |
| Modera Wealth Management, LLC | 0.18% | Add +81.3% | 27,403 | $14.8M |
| FourThought Financial Partners, LLC | 1.52% | Reduce -9.4% | 27,141 | $14.6M |
| Arista Wealth Management, LLC | 3.50% | Add +0.8% | 27,113 | $14.6M |
| Bryn Mawr Trust Advisors, LLC | 0.79% | Add +4.6% | 27,106 | $14.6M |
| Balentine LLC | 0.59% | Reduce -1.7% | 27,049 | $14.6M |
| Park Avenue Securities LLC | 0.15% | Add +29.8% | 27,035 | $14.6M |
| Nicolet Advisory Services, LLC | 1.34% | Add +12.5% | 27,275 | $14.6M |
| Kovack Advisors, Inc. | 1.43% | Reduce -7.6% | 26,988 | $14.5M |
| Sachem Hill LLC | 3.03% | Reduce -1.5% | 26,944 | $14.5M |
| Westmount Partners, LLC | 4.40% | Add +1.7% | 26,857 | $14.5M |
| Atlas Legacy Advisors, LLC | 3.50% | — | 26,807 | $14.4M |
| Adero Partners, LLC | 0.93% | No change | 26,747 | $14.4M |
| Eisler Capital Management Ltd. | 0.48% | — | 26,700 | $14.4M |
| Gainplan LLC | 5.45% | Reduce -11.1% | 26,614 | $14.3M |
| Nicholson Wealth Management Group, LLC | 9.58% | Add +157.3% | 26,614 | $14.3M |
| Dorsey & Whitney Trust CO LLC | 0.79% | Reduce -4.9% | 26,566 | $14.3M |
| DeDora Capital, Inc. | 3.92% | Reduce -1.6% | 26,543 | $14.3M |
| Envision Financial LLC | 11.45% | — | 26,517 | $14.3M |
| LBMC Investment Advisors, LLC | 1.12% | Reduce -1.9% | 26,421 | $14.2M |
| Climber Capital SA | 11.68% | — | 26,850 | $14.2M |
| Sendero Wealth Management, LLC | 2.10% | Add +2.4% | 26,218 | $14.1M |
| WorthPointe, LLC | 5.85% | Add +8.2% | 26,148 | $14.1M |
| Private Capital Management LLC | 2.81% | Reduce -26.0% | 26,094 | $14.1M |
| Schear Investment Advisers, LLC | 7.43% | Add +129.6% | 25,920 | $14.0M |
| Brown Brothers Harriman & Co. | 0.10% | Add +4.3% | 25,848 | $13.9M |
| IHT Wealth Management, LLC | 0.45% | Reduce -18.4% | 25,822 | $13.9M |
| Sharkey, Howes & Javer | 1.95% | Add +3.9% | 25,773 | $13.9M |
| Good Life Advisors, LLC | 1.01% | Add +6.4% | 25,765 | $13.9M |
| Mandatum Life Insurance Co Ltd | 4.10% | Add +0.3% | 25,642 | $13.8M |
| CORDA Investment Management, LLC. | 1.10% | Add +0.0% | 25,607 | $13.8M |
| Renaissance Technologies | 0.02% | Add +15.0% | 25,600 | $13.8M |
| Parkside Advisors LLC | 3.25% | Reduce -3.0% | 25,596 | $13.8M |
| Berger Financial Group, Inc | 0.95% | Add +28.9% | 25,595 | $13.8M |
| Crewe Advisors LLC | 1.90% | Add +0.5% | 25,517 | $13.7M |
| Bangor Savings Bank | 1.29% | Add +5.0% | 25,505 | $13.7M |
| Waterloo Capital, L.P. | 1.45% | Add +6.0% | 25,473 | $13.7M |
| Zuckerman Investment Group, LLC | 1.32% | Add +4.2% | 24,945 | $13.7M |
| Alexander Labrunerie & Co., Inc. | 6.11% | Reduce -39.6% | 25,367 | $13.7M |
| Traction Financial Partners, LLC | 10.61% | Reduce -8.9% | 25,340 | $13.7M |
| Evergreen Capital Management LLC | 0.44% | Reduce -3.8% | 25,289 | $13.6M |
| Rareview Capital LLC | 9.85% | Reduce -5.6% | 25,794 | $13.6M |
| B. Riley Wealth Advisors, Inc. | 0.45% | Reduce -61.7% | 25,237 | $13.6M |
| Abound Wealth Management | 4.36% | Add +2.4% | 25,199 | $13.6M |
| Piedmont Capital Management, LLC | 8.15% | Add +0.3% | 25,146 | $13.5M |
| Braun-Bostich & Associates Inc. | 9.73% | Add +0.8% | 25,063 | $13.5M |
| Perissos Private Wealth Management, LLC | 10.08% | Reduce -2.8% | 25,019 | $13.5M |
| Mittelman Wealth Management | 12.43% | Reduce -37.7% | 24,799 | $13.4M |
| Independent Financial Group, LLC | 0.44% | Add +9.1% | 24,735 | $13.3M |
| Atlatl Advisers LLC | 7.77% | — | 24,582 | $13.2M |
| First Horizon Advisors, Inc. | 0.37% | Reduce -42.9% | 24,358 | $13.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +114.3% | 24,354 | $13.1M |
| Wetzel Investment Advisors, Inc. | 6.51% | Add +1.6% | 24,218 | $13.0M |
| Traphagen Investment Advisors LLC | 1.33% | Add +0.8% | 24,193 | $13.0M |
| CreativeOne Wealth, LLC | 0.40% | Add +34.2% | 24,150 | $13.0M |
| Van Strum & Towne Inc. | 4.56% | Reduce -7.1% | 24,033 | $12.9M |
| Running Point Capital Advisors, LLC | 4.43% | Add +9.4% | 24,012 | $12.9M |
| Ofc Financial Planning, LLC | 13.64% | — | 24,011 | $12.9M |
| Boston Trust Walden Corp | 0.09% | Add +15.8% | 23,932 | $12.9M |
| Rossmore Private Capital | 1.59% | Reduce -1.0% | 23,885 | $12.9M |
| Baron Silver Stevens Financial Advisors, LLC | 2.17% | Add +2.6% | 23,726 | $12.8M |
| Migdal Insurance & Financial Holdings Ltd. | 0.18% | Reduce -16.3% | 23,684 | $12.8M |
| Global Endowment Management, LP | 1.63% | Reduce -2.4% | 23,610 | $12.7M |
| Washington Trust Advisors, Inc. | 1.06% | Reduce -1.3% | 23,462 | $12.6M |
| Wolverine Trading, LLC | 0.28% | Reduce -88.1% | 23,320 | $12.6M |
| Per Stirling Capital Management, LLC. | 1.79% | Add +77.4% | 23,355 | $12.6M |
| Gotham Asset Management | 0.12% | Add +26.7% | 23,235 | $12.5M |
| Armstrong Advisory Group, Inc. | 0.99% | Add +0.6% | 23,010 | $12.4M |
| Copperwynd Financial, LLC | 3.40% | Add +7.3% | 22,865 | $12.3M |
| Eight 31 Financial, LLC | 9.34% | Reduce -0.1% | 22,864 | $12.3M |
| First American Bank | 0.86% | Reduce -6.2% | 22,696 | $12.2M |
| Susquehanna International Group, LLP | 0.02% | New | 22,507 | $12.1M |
| Strategic Financial Concepts, LLC | 2.32% | Add +40.6% | 22,484 | $12.1M |
| Coyle Financial Counsel LLC | 3.82% | Add +5.9% | 22,374 | $12.1M |
| Snowden Capital Advisors LLC | 0.38% | Add +1.1% | 22,332 | $12.0M |
| Soundwatch Capital LLC | 1.27% | Reduce -0.5% | 22,316 | $12.0M |
| GAM Holding AG | 0.89% | Reduce -13.5% | 22,250 | $12.0M |
| Orser Capital Management, LLC | 8.24% | Add +0.4% | 22,219 | $12.0M |
| Stelac Advisory Services LLC | 4.66% | Reduce -1.8% | 22,165 | $11.9M |
| Parkside Financial Bank & Trust | 1.57% | Add +2.0% | 21,998 | $11.9M |
| Ategra Capital Management, LLC | 7.98% | No change | 21,974 | $11.8M |
| Resonant Capital Advisors, LLC | 0.86% | Reduce -1.5% | 21,929 | $11.8M |
| Vested Financial Planning, LLC | 11.15% | — | 21,849 | $11.8M |
| Professional Financial Advisors, LLC | 3.01% | Add +45.8% | 21,811 | $11.8M |
| Flower City Capital | 7.19% | Reduce -0.6% | 21,802 | $11.7M |
| Adams Wealth Management | 2.24% | Add +7.2% | 21,744 | $11.7M |
| CacheTech Inc. | 2.20% | Add +7.2% | 21,744 | $11.7M |
| Legacy Advisors, LLC | 1.13% | Add +7.3% | 21,681 | $11.7M |
| Facet Wealth, Inc. | 0.31% | Reduce -0.5% | 21,154 | $11.7M |
| LS Investment Advisors, LLC | 1.71% | Add +5.8% | 21,665 | $11.7M |
| ArchPoint Investors | 3.83% | No change | 21,661 | $11.7M |
| Hilltop National Bank | 3.50% | Reduce -5.5% | 21,610 | $11.6M |
| Crumly & Associates Inc. | 3.12% | Add +73.3% | 21,266 | $11.5M |
| Lloyd Advisory Services, LLC. | 5.42% | Reduce -7.3% | 21,217 | $11.4M |
| Weil Company, Inc. | 3.94% | Add +74.1% | 21,147 | $11.4M |
| Flagship Harbor Advisors, LLC | 0.60% | Add +1.1% | 21,106 | $11.4M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1.68% | Add +6.8% | 21,017 | $11.3M |
| Prosperitas Financial LLC | 5.72% | Add +2.5% | 20,984 | $11.3M |
| Fort Sheridan Advisors LLC | 1.64% | Add +8.4% | 20,830 | $11.2M |
| Visionary Wealth Advisors | 0.65% | Add +15.8% | 20,722 | $11.2M |
| Five Pine Wealth Management | 9.41% | — | 20,720 | $11.2M |
| MassMutual Private Wealth & Trust, FSB | 0.31% | Add +337.5% | 20,702 | $11.2M |
| BancFirst Trust & Investment Management | 5.03% | No change | 20,567 | $11.1M |
| Sivia Capital Partners, LLC | 5.51% | Add +0.6% | 20,567 | $11.1M |
| N.E.W. Advisory Services LLC | 1.05% | Add +13.2% | 20,552 | $11.1M |
| Prospera Capital Management, LLC | 8.06% | — | 20,481 | $11.0M |
| Whittier Trust Co. | 0.14% | Reduce -3.1% | 20,375 | $11.0M |
| Sapient Capital LLC | 0.21% | Add +96.5% | 20,367 | $11.0M |
| Cozad Asset Management Inc. | 1.02% | Add +38.5% | 20,330 | $11.0M |
| Mendel Capital Management LLC | 6.60% | Add +30.5% | 20,191 | $10.9M |
| Legacy Private Trust Co. | 0.71% | Add +4.1% | 20,159 | $10.9M |
| Roehl & Yi Investment Advisors, LLC | 5.97% | — | 122,319 | $10.8M |
| YANKCOM Partnership | 5.80% | — | 20,128 | $10.8M |
| Laurel Wealth Planning LLC | 6.99% | Add +2.6% | 20,118 | $10.8M |
| Matrix Asset Advisors Inc. | 1.18% | Add +4.1% | 20,109 | $10.8M |
| Csenge Advisory Group | 0.59% | Reduce -1.7% | 20,017 | $10.8M |
| Aveo Capital Partners, LLC | 1.18% | Add +2.4% | 19,963 | $10.8M |
| Tidal Investments LLC | 0.09% | Add +254.8% | 19,754 | $10.6M |
| Beacon Bridge Wealth Partners, LLC | 4.52% | Reduce -0.7% | 19,752 | $10.6M |
| Cannell & Spears LLC | 0.22% | Add +3.5% | 19,740 | $10.6M |
| BluePointe Capital Management, LLC | 6.06% | Reduce -1.5% | 19,658 | $10.6M |
| CPC Advisors, LLC | 1.44% | Add +41.4% | 19,629 | $10.6M |
| Schneider Downs Wealth Management Advisors, LP | 1.99% | Add +7.8% | 19,598 | $10.6M |
| Evolution Wealth Advisors, LLC | 1.77% | Add +3.3% | 19,592 | $10.6M |
| Harbor Investment Advisory, LLC | 0.99% | Add +3.9% | 19,550 | $10.5M |
| Fiduciary Advisors, Inc. | 10.55% | — | 19,456 | $10.5M |
| SOL Capital Management CO | 1.17% | Add +11.4% | 19,433 | $10.5M |
| Bison Wealth, LLC | 1.27% | — | 19,326 | $10.4M |
| CSM Advisors, LLC | 0.49% | Reduce -2.8% | 19,320 | $10.4M |
| Hickory Asset Management, Inc. | 8.84% | — | 19,315 | $10.4M |
| Hikari Power Ltd | 0.89% | No change | 19,200 | $10.3M |
| Activest Wealth Management | 2.89% | Add +10.1% | 19,186 | $10.3M |
| Charis Legacy Partners, LLC | 21.08% | — | 19,168 | $10.3M |
| Denver PWM, LLC | 4.00% | Add +0.2% | 19,162 | $10.3M |
| KWB Wealth | 1.28% | Reduce -1.0% | 19,545 | $10.3M |
| Trust Co of Kansas | 4.95% | New | 19,134 | $10.3M |
| Wealthspire Retirement, LLC | 0.81% | Add +2.2% | 19,058 | $10.3M |
| LifePlan Investment Advisors, Inc. | 6.35% | Reduce -0.0% | 19,051 | $10.3M |
| Jane Street Group, LLC | 0.02% | Reduce -83.2% | 18,966 | $10.2M |
| Marble Harbor Investment Counsel, LLC | 1.12% | Add +10.6% | 18,921 | $10.2M |
| Courier Capital LLC | 0.70% | Reduce -11.4% | 18,913 | $10.2M |
| Golden Road Advisors LLC | 7.69% | Add +0.5% | 18,862 | $10.2M |
| F/m Investments LLC | 0.37% | Add +0.5% | 18,825 | $10.1M |
| Family CFO Inc | 5.53% | No change | 18,635 | $10.0M |
| Intellus Advisors LLC | 1.74% | — | 18,615 | $10.0M |
| Silvercrest Asset Management Group LLC | 0.07% | Add +1.5% | 18,575 | $10.0M |
| Aspire Growth Partners LLC | 9.72% | — | 18,438 | $9.9M |
| TD Capital Management LLC | 1.00% | Add +6.2% | 18,354 | $9.9M |
| Traveka Wealth, LLC | 5.43% | Reduce -53.6% | 18,289 | $9.9M |
| AdvisorNet Financial, Inc | 0.82% | Add +12.6% | 18,228 | $9.8M |
| Rockwood Wealth Management, LLC | 1.06% | Reduce -0.3% | 18,131 | $9.8M |
| GM Advisory Group, LLC | 0.54% | Add +1.3% | 18,203 | $9.8M |
| Jordan Park Group LLC | 0.72% | Add +478.4% | 18,173 | $9.8M |
| Viewpoint Capital Management LLC | 5.14% | Reduce -0.1% | 18,158 | $9.8M |
| Vectors Research Management, LLC | 3.33% | Reduce -12.7% | 18,151 | $9.8M |
| Sowell Financial Services LLC | 0.51% | Reduce -16.6% | 18,095 | $9.7M |
| Pullen Investment Management, LLC | 6.31% | Add +5.4% | 18,024 | $9.7M |
| Smith, Moore & Co. | 0.89% | Add +20.2% | 18,022 | $9.7M |
| Bridgewater Advisors Inc. | 1.01% | Add +4.1% | 18,129 | $9.7M |
| Dakota Wealth Management | 0.22% | Add +9.5% | 17,990 | $9.7M |
| InTrack Investment Management Inc | 6.76% | Reduce -1.3% | 18,099 | $9.7M |
| Laird Norton Wetherby Wealth Management, LLC | 0.46% | Add +8.1% | 17,975 | $9.7M |
| Patriot Financial Group Insurance Agency, LLC | 1.29% | Add +23.1% | 17,884 | $9.6M |
| Bishop & Co Investment Management, LLC | 3.67% | Add +2.4% | 17,848 | $9.6M |
| Main Street Financial Solutions, LLC | 0.95% | Add +0.0% | 17,845 | $9.6M |
| SteelPeak Wealth, LLC | 0.40% | Add +255.8% | 17,832 | $9.6M |
| Disciplina Capital Management LLC | 1.62% | Reduce -3.4% | 17,819 | $9.6M |
| Clark Capital Management Group, Inc. | 0.07% | Add +6.5% | 17,813 | $9.6M |
| Websterrogers Financial Advisors, LLC | 3.33% | Add +1.9% | 17,799 | $9.6M |
| Red Cedar Investment Management, LLC | 1.20% | Add +7.3% | 17,758 | $9.6M |
| Discipline Wealth Solutions, LLC | 4.42% | Add +12.6% | 17,731 | $9.6M |
| Greenhouse Wealth Management, LLC | 6.31% | Reduce -0.1% | 17,709 | $9.5M |
| New England Private Wealth Advisors LLC | 1.51% | Add +6.0% | 17,692 | $9.5M |
| Verus Wealth Management, LLC | 10.69% | — | 17,682 | $9.5M |
| First United Bank & Trust | 3.46% | Reduce -0.6% | 17,674 | $9.5M |
| Defined Wealth Management, LLC | 6.31% | Reduce -0.5% | 17,671 | $9.5M |
| Insigneo Advisory Services, LLC | 0.98% | Reduce -21.0% | 17,645 | $9.5M |
| Nicolet Bankshares Inc. | 1.85% | Add +10.5% | 17,621 | $9.5M |
| Cobblestone Capital Advisors LLC | 0.52% | Reduce -2.2% | 17,573 | $9.5M |
| Kingdom Financial Group LLC. | 6.47% | Reduce -5.5% | 17,565 | $9.5M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.26% | Add +9.1% | 17,418 | $9.4M |
| Thrive Wealth Management, LLC | 1.68% | Reduce -0.0% | 17,338 | $9.3M |
| Enclave Advisors LLC | 1.53% | Add +3.6% | 17,300 | $9.3M |
| Ayalon Insurance Comp Ltd. | 2.86% | Add +8.9% | 17,190 | $9.3M |
| Sunburst Financial Group, LLC | 2.29% | Reduce -17.5% | 17,182 | $9.3M |
| Pinnacle Associates Ltd. | 0.13% | Add +23.0% | 17,163 | $9.2M |
| Future Financial Wealth Managment LLC | 6.76% | Add +4.8% | 17,160 | $9.2M |
| Rockland Trust Co. | 0.47% | Add +7.7% | 17,102 | $9.2M |
| Sage Financial Management Group, Inc. | 3.36% | Reduce -0.7% | 16,818 | $9.1M |
| Semmax Financial Advisors Inc. | 2.41% | Reduce -15.1% | 16,130 | $9.0M |
| Clifford Swan Investment Counsel LLC | 0.32% | Reduce -0.5% | 16,741 | $9.0M |
| Leith Wheeler Investment Counsel Ltd. | 0.65% | Reduce -7.0% | 16,687 | $9.0M |
| Trinity Financial Advisors LLC | 3.41% | Add +5.9% | 16,719 | $9.0M |
| Tudor Financial Inc. | 5.25% | Reduce -3.0% | 16,673 | $9.0M |
| Luminvest Wealth Management LLC | 3.62% | Add +0.3% | 16,658 | $9.0M |
| Navis Wealth Advisors, LLC | 9.80% | Add +0.0% | 16,650 | $9.0M |
| Allegiance Financial Group Advisory Services LLC | 2.91% | Reduce -3.1% | 16,650 | $9.0M |
| Alpha Cubed Investments, LLC | 0.41% | Add +27.1% | 16,632 | $9.0M |
| Stephen J. Garry & Associates, LLC | 8.23% | Add +7.2% | 16,535 | $8.9M |
| Autumn Glory Partners, LLC | 4.37% | Add +0.0% | 16,527 | $8.9M |
| White Lighthouse Investment Management Inc. | 1.56% | Reduce -1.3% | 16,504 | $8.9M |
| NavPoint Financial, Inc. | 7.01% | Add +0.0% | 16,453 | $8.9M |
| Certified Advisory Corp | 0.96% | Add +11.5% | 16,452 | $8.9M |
| Cypress Point Wealth Management, LLC | 2.75% | Add +4.9% | 16,409 | $8.8M |
| International Assets Investment Management, LLC | 0.74% | Add +9.3% | 16,402 | $8.8M |
| Empower Advisory Group, LLC | 0.03% | Reduce -4.7% | 16,309 | $8.8M |
| Mission Wealth Management, LP | 0.21% | Add +3.1% | 16,306 | $8.8M |
| West Bancorporation Inc. | 5.77% | Add +18.8% | 16,293 | $8.8M |
| SMART Wealth LLC | 3.12% | Add +75.3% | 16,293 | $8.8M |
| Stock Yards Bank & Trust Co. | 0.30% | Add +6.0% | 16,285 | $8.8M |
| New England Asset Management Inc. | 1.57% | Add +5.9% | 16,250 | $8.8M |
| Sanctuary Wealth Management, L.L.C. | 5.79% | Add +86.0% | 16,233 | $8.7M |
| Founders Financial Securities LLC | 0.78% | Reduce -8.2% | 16,068 | $8.7M |
| BridgePort Financial Solutions, LLC | 3.91% | — | 16,065 | $8.6M |
| Rothschild Investment LLC | 0.57% | Reduce -0.5% | 16,035 | $8.6M |
| Serenus Wealth Advisors, LLC | 1.50% | — | 17,857 | $8.6M |
| Alta Advisers Ltd | 5.44% | Reduce -68.4% | 15,976 | $8.6M |
| Private Trust Co. NA | 0.88% | Add +1.0% | 15,904 | $8.6M |
| Pitcairn Co. | 0.50% | No change | 15,834 | $8.5M |
| GC Wealth Management RIA, LLC | 1.49% | Add +9.8% | 15,779 | $8.5M |
| Lazard Asset Management LLC | 0.01% | Reduce -3.3% | 15,684 | $8.4M |
| Smartleaf Asset Management LLC | 0.86% | Reduce -18.2% | 15,600 | $8.4M |
| Waller Financial Planning Group, Inc. | 2.12% | Add +38.9% | 15,594 | $8.4M |
| ICONIQ Capital, LLC | 0.13% | Add +0.3% | 15,594 | $8.4M |
| Wealth Watch Advisors, INC | 5.20% | — | 15,510 | $8.4M |
| Centaurus Financial, Inc. | 0.51% | Add +18.2% | 15,500 | $8.4M |
| Prasad Wealth Partners, LLC | 2.70% | — | 15,477 | $8.3M |
| Canal Capital Management, LLC | 1.35% | Add +0.3% | 15,477 | $8.3M |
| Landaas & Co. /Wi | 2.31% | Add +3.1% | 15,450 | $8.3M |
| Coastline Trust Co | 0.97% | Add +1.1% | 15,417 | $8.3M |
| Collective Family Office LLC | 2.27% | Reduce -3.7% | 15,376 | $8.3M |
| Principal Securities, Inc. | 0.19% | Add +34.9% | 15,268 | $8.2M |
| Seeds Investor LLC | 2.34% | Add +29.8% | 15,247 | $8.2M |
| Embree Financial Group | 1.40% | Add +0.4% | 15,243 | $8.2M |
| GTS Securities LLC | 0.40% | New | 15,242 | $8.2M |
| McCollum Christoferson Group LLC | 2.42% | Add +1.7% | 15,220 | $8.2M |
| Bremer Bank National Association | 1.62% | Reduce -0.3% | 15,205 | $8.2M |
| Trilogy Capital Inc. | 0.42% | Add +5.5% | 15,198 | $8.2M |
| Ridgecrest Wealth Partners, LLC | 4.42% | Add +8.4% | 15,113 | $8.1M |
| Patten & Patten Inc. | 0.54% | Add +8.2% | 15,074 | $8.1M |
| Sequent Asset Management, LLC | 3.99% | Add +0.1% | 15,039 | $8.1M |
| Sunbeam Capital Management, LLC | 7.51% | — | 15,016 | $8.1M |
| Greenwich Wealth Management LLC | 0.57% | Reduce -0.5% | 15,017 | $8.1M |
| Pine Valley Investments Ltd Liability Co | 0.53% | Add +3.2% | 15,005 | $8.1M |
| Ameriflex Group, Inc. | 3.68% | — | 14,527 | $8.0M |
| Aspen Grove Capital, LLC | 1.70% | Add +103.2% | 14,914 | $8.0M |
| NBT Bank, N.A. | 0.56% | Add +156.1% | 14,888 | $8.0M |
| Westfuller Advisors, LLC | 5.09% | Add +2.9% | 14,872 | $8.0M |
| Bridgewealth Advisory Group, LLC | 2.26% | Add +1.4% | 14,257 | $8.0M |
| Northstar Asset Management Inc. | 2.10% | Reduce -4.3% | 14,810 | $8.0M |
| Bradley Foster & Sargent Inc. | 0.13% | Add +0.2% | 14,750 | $7.9M |
| Nomura Asset Management Co. Ltd. | 0.02% | Reduce -8.1% | 14,710 | $7.9M |
| Monograph Wealth Advisors, LLC | 1.04% | Add +194.0% | 14,654 | $7.9M |
| NORTHSTAR ASSET MANAGEMENT Co | 1.81% | Add +1.9% | 14,625 | $7.9M |
| Legacy Capital Wealth Partners, LLC | 1.95% | Reduce -3.0% | 14,611 | $7.9M |
| Regal Investment Advisors LLC | 0.59% | Reduce -22.0% | 14,605 | $7.9M |
| Freestate Advisors LLC | 8.13% | Add +40.4% | 14,595 | $7.9M |
| Factor Wealth Management LTD | 2.60% | — | 14,543 | $7.8M |
| Independent Family Office, LLC | 4.07% | Reduce -2.1% | 14,540 | $7.8M |
| Whitaker-Myers Wealth Managers, LTD. | 2.28% | Reduce -8.8% | 14,536 | $7.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.21% | Add +8.7% | 14,494 | $7.8M |
| First Foundation Advisors | 0.29% | Reduce -4.0% | 14,469 | $7.8M |
| Asset Planning Corporation | 4.88% | Add +18.6% | 14,466 | $7.8M |
| Benjamin Edwards Inc. | 0.11% | Reduce -1.6% | 14,453 | $7.8M |
| Davidson Kahn Capital Management, LLC | 7.22% | — | 14,442 | $7.8M |
| Kiely Wealth Advisory Group, Inc. | 5.00% | Add +4.3% | 13,988 | $7.8M |
| Florida Trust Wealth Management Co | 0.25% | Reduce -2.4% | 14,432 | $7.8M |
| Midland Wealth Advisors, LLC | 0.47% | Reduce -7.8% | 14,431 | $7.8M |
| First Heartland Consultants, Inc. | 0.80% | Add +97.9% | 14,401 | $7.8M |
| Columbus Macro, LLC | 1.07% | Add +5.5% | 14,380 | $7.7M |
| Better Money Decisions, LLC | 5.36% | Add +3.1% | 14,358 | $7.7M |
| Dana Investment Advisors, Inc. | 0.26% | Add +15.3% | 14,347 | $7.7M |
| Traynor Capital Management, Inc. | 0.60% | Add +6.6% | 14,333 | $7.7M |
| Independence Bank of Kentucky | 1.18% | Add +18.2% | 14,282 | $7.7M |
| Chevy Chase Trust Holdings, LLC | 0.02% | Add +35.3% | 14,231 | $7.7M |
| Duncan Williams Asset Management, LLC | 3.01% | Add +3146.4% | 14,187 | $7.6M |
| Parthenon LLC | 0.92% | Add +3.6% | 14,163 | $7.6M |
| Creative Financial Designs Inc. | 0.62% | Add +2.5% | 14,125 | $7.6M |
| Flputnam Investment Management Co. | 0.14% | Add +6.1% | 14,064 | $7.6M |
| Kera Capital Partners, Inc. | 2.18% | — | 14,064 | $7.6M |
| DF Dent & Co. Inc. | 0.10% | No change | 14,037 | $7.6M |
| Relyea Zuckerberg Hanson LLC | 1.01% | Add +7.3% | 13,946 | $7.5M |
| Magnus Financial Group LLC | 0.73% | Add +53.2% | 13,928 | $7.5M |
| Peak Asset Management, LLC | 1.39% | Add +3.9% | 13,912 | $7.5M |
| Global Financial Private Client, LLC | 2.81% | Add +4.3% | 13,883 | $7.5M |
| Axxcess Wealth Management, LLC | 0.18% | Add +7.8% | 13,870 | $7.5M |
| SeaCrest Wealth Management, LLC | 0.79% | Add +5.3% | 13,859 | $7.5M |
| Marotta Asset Management | 1.56% | Reduce -3.7% | 13,889 | $7.5M |
| Uptick Partners, LLC | 2.70% | Add +17.1% | 13,851 | $7.5M |
| Hilltop Holdings Inc. | 0.47% | Add +5.9% | 13,849 | $7.5M |
| Landing Point Financial Group, LLC | 5.68% | — | 13,422 | $7.4M |
| Bawa N Mallick Trust | 3.26% | — | 13,801 | $7.4M |
| TRUE Private Wealth Advisors | 0.90% | Reduce -1.7% | 13,795 | $7.4M |
| Coppell Advisory Solutions LLC | 1.04% | Add +4.1% | 13,706 | $7.4M |
| Connable Office Inc. | 0.76% | Reduce -0.4% | 13,704 | $7.4M |
| Heritage Investors Management Corp. | 0.24% | Reduce -9.2% | 13,645 | $7.4M |
| MMBG Investment Advisors Co. | 0.78% | Reduce -33.8% | 13,602 | $7.3M |
| Keystone Wealth Services, LLC | 1.94% | Add +25.0% | 13,596 | $7.3M |
| LaSalle St. Investment Advisors, LLC | 2.27% | Add +0.8% | 13,564 | $7.3M |
| Monetta Financial Services Inc. | 5.85% | No change | 13,500 | $7.3M |
| Hudock, Inc. | 1.26% | Add +0.3% | 13,380 | $7.2M |
| DMKC Advisory Services, LLC | 6.52% | — | 13,341 | $7.2M |
| Ashton Thomas Private Wealth, LLC | 0.28% | Add +59.7% | 13,310 | $7.2M |
| Private Portfolio Partners LLC | 1.31% | Reduce -0.2% | 13,273 | $7.2M |
| North Star Asset Management Inc. | 0.32% | Reduce -7.7% | 13,271 | $7.2M |
| Quest 10 Wealth Builders, Inc. | 7.08% | — | 13,212 | $7.1M |
| Bollard Group LLC | 0.20% | Add +0.6% | 13,175 | $7.1M |
| Breakwater Capital Group | 1.41% | Reduce -0.2% | 13,146 | $7.1M |
| Pilgrim Partners Asia Pte Ltd | 6.16% | — | 13,145 | $7.1M |
| CWA Asset Management Group, LLC | 0.36% | Add +0.9% | 13,123 | $7.1M |
| FSC Wealth Advisors, LLC | 4.55% | Add +18.6% | 13,122 | $7.1M |
| Chicago Capital, LLC | 0.19% | Add +1.3% | 13,110 | $7.1M |
| Pallas Capital Advisors LLC | 0.30% | Add +8.1% | 13,103 | $7.1M |
| Lake Street Private Wealth, LLC | 1.13% | Add +119.4% | 13,082 | $7.0M |
| Warner Financial, Inc. | 2.99% | Add +0.7% | 12,923 | $7.0M |
| Cypress Wealth Services, LLC | 1.39% | Add +3.5% | 12,841 | $6.9M |
| Phoenix Financial Ltd. | 0.09% | Add +22.6% | 12,790 | $6.9M |
| Smart Money Group LLC | 2.37% | Reduce -9.3% | 12,748 | $6.9M |
| Peak Retirement Planning, Inc. | 4.63% | — | 12,718 | $6.9M |
| Newman Dignan & Sheerar, Inc. | 1.76% | Reduce -0.4% | 12,711 | $6.8M |
| Coerente Capital Management | 1.28% | No change | 12,700 | $6.8M |
| PAX Financial Group, LLC | 1.21% | Reduce -4.3% | 12,553 | $6.8M |
| KDT Advisors, LLC | 9.91% | — | 12,525 | $6.7M |
| Cadence Bank | 0.46% | Reduce -6.3% | 12,490 | $6.7M |
| Lindbrook Capital, LLC | 0.61% | Add +43.4% | 12,490 | $6.7M |
| Monterey Private Wealth, Inc. | 2.22% | Reduce -5.7% | 12,480 | $6.7M |
| SG Americas Securities, LLC | 0.03% | Reduce -96.6% | 12,455 | $6.7M |
| Transcend Capital Advisors, LLC | 0.48% | Add +12.3% | 12,323 | $6.6M |
| Saiph Capital, LLC | 3.01% | Add +0.1% | 12,319 | $6.6M |
| SP Asset Management LLC | 0.55% | Add +0.2% | 12,281 | $6.6M |
| D'Orazio & Associates, Inc. | 0.98% | Add +0.1% | 12,275 | $6.6M |
| Hills Bank & Trust Co | 0.50% | Reduce -2.1% | 12,252 | $6.6M |
| Journey Strategic Wealth LLC | 0.25% | Reduce -2.8% | 12,217 | $6.6M |
| Sulzberger Capital Advisors, Inc. | 7.51% | — | 12,202 | $6.6M |
| GSG Advisors LLC | 2.06% | Add +1.4% | 12,137 | $6.5M |
| Mitchell Sinkler & Starr | 1.74% | Add +2.0% | 12,120 | $6.5M |
| Reliant Wealth Planning | 3.06% | Reduce -4.2% | 12,109 | $6.5M |
| Seven Mile Advisory | 4.15% | Add +6.7% | 12,074 | $6.5M |
| Trust Point Inc. | 0.45% | Add +14.6% | 12,072 | $6.5M |
| BSW Wealth Partners | 0.95% | Add +6.0% | 12,043 | $6.5M |
| Pettyjohn, Wood & White, Inc. | 1.19% | Add +1.1% | 12,019 | $6.5M |
| Financial Enhancement Group LLC | 0.99% | New | 12,098 | $6.5M |
| Citizens Business Bank | 1.54% | Reduce -18.7% | 11,993 | $6.5M |
| YHB Investment Advisors, Inc. | 0.53% | Reduce -22.1% | 11,980 | $6.5M |
| Canvas Wealth Advisors, LLC | 1.62% | Add +11.8% | 11,956 | $6.4M |
| Advocacy Wealth Management, LLC | 0.49% | Add +0.4% | 11,949 | $6.4M |
| Wellington Shields Capital Management, LLC | 1.14% | Reduce -6.4% | 11,946 | $6.4M |
| Salem Investment Counselors Inc. | 0.21% | Reduce -14.4% | 11,928 | $6.4M |
| Summit Financial Strategies, Inc. | 0.71% | Reduce -2.0% | 11,910 | $6.4M |
| Stokes Family Office, LLC | 0.68% | Add +3.1% | 11,901 | $6.4M |
| Sunpointe, LLC | 3.21% | Add +80.5% | 11,844 | $6.4M |
| Oxford Financial Group, LTD. LLC | 0.41% | Reduce -1.3% | 11,837 | $6.4M |
| Safeguard Investment Advisory Group, LLC | 1.75% | Reduce -2.3% | 11,832 | $6.4M |
| Gries Financial LLC | 1.12% | Add +22.4% | 11,662 | $6.3M |
| Searcy Financial Services Inc. | 2.89% | Reduce -0.1% | 11,621 | $6.3M |
| Vision Capital Management, Inc. | 0.92% | Reduce -0.8% | 11,585 | $6.2M |
| LexAurum Advisors, LLC | 1.24% | Add +388.1% | 11,564 | $6.2M |
| Evelyn Partners Asset Management Ltd | 1.67% | — | 11,544 | $6.2M |
| C M Bidwell & Associates Ltd. | 3.78% | Reduce -2.1% | 11,536 | $6.2M |
| Nwam LLC | 0.38% | Add +1.6% | 11,532 | $6.2M |
| Market Street Wealth Management Advisors LLC | 1.04% | Reduce -0.3% | 11,505 | $6.2M |
| Centurion Wealth Management LLC | 1.93% | Add +1.2% | 11,481 | $6.2M |
| Ascent Group, LLC | 0.46% | Reduce -8.8% | 11,437 | $6.2M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.06% | No change | 11,346 | $6.2M |
| Sageworth Trust Co of South Dakota | 7.76% | Add +15.1% | 11,390 | $6.1M |
| Safeguard Financial, LLC | 1.33% | Add +45.2% | 11,389 | $6.1M |
| Horizon Investments, LLC | 0.18% | Add +5.1% | 11,357 | $6.1M |
| BCGM Wealth Management, LLC | 1.94% | Reduce -3.8% | 11,355 | $6.1M |
| Hoese & Co LLP | 5.30% | Reduce -14.4% | 11,326 | $6.1M |
| Soltis Investment Advisors LLC | 0.56% | Reduce -0.0% | 11,313 | $6.1M |
| Capital Planning Advisors, LLC | 0.94% | Add +12.1% | 11,299 | $6.1M |
| L.M. Kohn & Company | 1.57% | Add +16.2% | 11,290 | $6.1M |
| World Equity Group, Inc. | 1.30% | Add +118.8% | 11,288 | $6.1M |
| Flagstar Securities, Inc. | 1.51% | Add +1.6% | 11,263 | $6.1M |
| Glass Jacobson Investment Advisors llc | 1.98% | Reduce -1.3% | 11,195 | $6.0M |
| First City Capital Management, Inc. | 3.20% | Add +5.8% | 11,155 | $6.0M |
| 1900 Wealth Management LLC | 0.50% | Add +14.9% | 11,132 | $6.0M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.56% | Add +4.0% | 11,113 | $6.0M |
| American Investment Services, Inc. | 1.06% | Add +3.4% | 11,104 | $6.0M |
| Lion Street Advisors, LLC | 1.90% | Add +24.7% | 11,083 | $6.0M |
| Center For Asset Management LLC | 3.86% | Add +10.4% | 11,073 | $6.0M |
| Tanager Wealth Management LLP | 0.77% | Reduce -21.0% | 11,058 | $6.0M |
| PFG Investments, LLC | 0.37% | Add +23.1% | 11,025 | $5.9M |
| Vista Investment Partners Ii, LLC | 3.50% | — | 10,990 | $5.9M |
| L & S Advisors Inc | 0.73% | New | 10,980 | $5.9M |
| Long Run Wealth Advisors, LLC | 1.42% | Reduce -3.4% | 10,961 | $5.9M |
| Luken Investment Analytics, LLC | 2.73% | Reduce -0.4% | 10,935 | $5.9M |
| Trust Co. of Oklahoma | 1.88% | Add +12.2% | 10,935 | $5.9M |
| Blue Bell Private Wealth Management, LLC | 1.12% | Add +19.5% | 10,906 | $5.9M |
| Family Wealth Partners, LLC | 2.79% | Reduce -3.3% | 10,880 | $5.9M |
| Continuum Advisory, LLC | 0.75% | Add +7.8% | 10,797 | $5.8M |
| Waterfront Wealth Inc. | 1.42% | Add +0.1% | 10,788 | $5.8M |
| Allie Family Office LLC | 3.22% | Add +0.9% | 10,780 | $5.8M |
| Saxon Interests, Inc. | 2.56% | Add +1.4% | 10,780 | $5.8M |
| EPIQ Capital Group, LLC | 1.51% | Reduce -16.6% | 10,767 | $5.8M |
| ARS Wealth Advisors Group, LLC | 0.80% | Reduce -1.9% | 10,731 | $5.8M |
| Reliant Investment Partners, LLC | 5.11% | — | 10,693 | $5.8M |
| Detalus Advisors, LLC | 1.89% | Reduce -0.4% | 10,637 | $5.7M |
| Hoxton Planning & Management, LLC | 2.19% | Reduce -0.4% | 10,637 | $5.7M |
| J.Safra Asset Management Corp | 0.47% | New | 10,585 | $5.7M |
| Partners in Financial Planning | 1.17% | Reduce -1.2% | 10,617 | $5.7M |
| ERn Financial, LLC | 0.86% | Reduce -3.5% | 10,601 | $5.7M |
| Masso Torrence Wealth Management Inc. | 2.99% | Reduce -10.2% | 10,570 | $5.7M |
| JFS Wealth Advisors, LLC | 0.39% | Reduce -3.3% | 10,559 | $5.7M |
| Finward Bancorp | 4.93% | — | 10,551 | $5.7M |
| West Michigan Advisors, LLC | 1.71% | Add +4.5% | 10,517 | $5.7M |
| Rockbridge Investment Management, LCC | 0.73% | Reduce -0.7% | 10,512 | $5.7M |
| Beacon Capital Management, LLC | 0.74% | Add +1.9% | 10,494 | $5.7M |
| Prepared Retirement Institute LLC | 3.22% | Add +13.3% | 10,479 | $5.6M |
| Mattern Capital Management, LLC | 0.74% | No change | 10,471 | $5.6M |
| McDonald Partners LLC | 1.44% | No change | 10,440 | $5.6M |
| Louisbourg Investments Inc. | 1.47% | Add +8.9% | 10,389 | $5.6M |
| First American Trust, FSB | 0.56% | Add +49.3% | 10,372 | $5.6M |
| CRA Financial Services, LLC | 0.96% | Add +22.6% | 10,371 | $5.6M |
| Bank of New Hampshire | 1.44% | Add +3.2% | 10,356 | $5.6M |
| Founders Grove Wealth Partners, LLC | 1.61% | — | 10,337 | $5.6M |
| Park National Corp. | 0.20% | Reduce -6.9% | 10,336 | $5.6M |
| Advisors Capital Management, LLC | 0.09% | Add +21.7% | 10,325 | $5.6M |
| WealthCare Investment Partners, LLC | 2.43% | Reduce -0.8% | 10,347 | $5.6M |
| Anchor Investment Management, LLC | 0.52% | Add +1.4% | 10,318 | $5.6M |
| Stegner Investment Associates Inc. | 3.65% | No change | 10,245 | $5.5M |
| Precedent Wealth Partners, LLC | 1.79% | Add +38.2% | 10,210 | $5.5M |
| Everest Private Wealth | 4.82% | — | 10,161 | $5.5M |
| Custos Family Office, LLC | 1.91% | Add +0.1% | 10,129 | $5.5M |
| Vantage Financial Partners, LLC | 1.36% | Reduce -11.5% | 10,110 | $5.4M |
| WCG Wealth Advisors LLC | 0.36% | Reduce -3.3% | 10,109 | $5.4M |
| Worth Asset Management, LLC | 2.90% | Add +11.7% | 10,075 | $5.4M |
| Members Trust Co | 0.19% | Add +435.0% | 10,069 | $5.4M |
| Kinloch Capital, LLC | 2.72% | Reduce -3.4% | 10,064 | $5.4M |
| Sax Wealth Advisors, LLC | 0.42% | Add +8.4% | 10,058 | $5.4M |
| Werba Rubin Papier Wealth Management | 1.27% | Add +3.9% | 10,018 | $5.4M |
| Leo Wealth, LLC | 0.48% | Add +5.6% | 10,006 | $5.4M |
| Global Assets Advisory, LLC | 2.98% | Reduce -0.4% | 10,027 | $5.4M |
| PGIM Custom Harvest LLC | 0.11% | Add +15.5% | 9,998 | $5.4M |
| Sigma Investment Counselors Inc. | 0.31% | Reduce -0.1% | 9,942 | $5.4M |
| New Century Financial Group, LLC | 2.27% | Reduce -6.0% | 9,817 | $5.3M |
| Omnia Family Wealth, LLC | 2.21% | Add +0.7% | 9,916 | $5.3M |
| Waters Parkerson & Co., LLC | 0.28% | Add +4.7% | 9,913 | $5.3M |
| Cidel Asset Management Inc. | 0.36% | No change | 9,906 | $5.3M |
| Hutchens & Kramer Investment Management Group, LLC | 2.87% | Add +2.4% | 9,829 | $5.3M |
| Bfsg, LLC | 0.62% | Add +0.1% | 9,824 | $5.3M |
| Raffa Wealth Management, LLC | 1.23% | Reduce -5.1% | 9,824 | $5.3M |
| Cutter & CO Brokerage, Inc. | 1.29% | Reduce -3.9% | 9,822 | $5.3M |
| Primoris Wealth Advisors, LLC | 4.03% | Add +11.7% | 9,811 | $5.3M |
| Single Point Partners, LLC | 1.22% | New | 9,792 | $5.3M |
| Fermata Advisors, LLC | 0.98% | Reduce -21.5% | 9,791 | $5.3M |
| Certuity, LLC | 0.57% | Reduce -41.2% | 9,788 | $5.3M |
| Gouws Capital LLC | 3.60% | Reduce -0.8% | 9,732 | $5.2M |
| Ascentis Independent Advisors | 1.00% | Reduce -13.2% | 9,715 | $5.2M |
| Bluesphere Advisors LLC | 2.56% | Reduce -19.9% | 9,705 | $5.2M |
| Arthur M. Cohen & Associates, LLC | 0.93% | Add +0.1% | 9,705 | $5.2M |
| Cambridge Capital Management, LLC | 3.35% | Add +18.9% | 9,704 | $5.2M |
| Douglass Winthrop Advisors, LLC | 0.10% | Add +8.7% | 9,657 | $5.2M |
| Qube Research & Technologies Ltd | 0.01% | Add +41.7% | 9,638 | $5.2M |
| Mackenzie Financial Corp. | 0.01% | Reduce -1.9% | 9,637 | $5.2M |
| Vernal Point Advisors, LLC | 3.56% | No change | 9,628 | $5.2M |
| Kitching Partners, LLC | 6.65% | Add +35.3% | 9,615 | $5.2M |
| Wiser Advisor Group LLC | 7.50% | Reduce -5.0% | 9,574 | $5.2M |
| Becker Capital Management Inc. | 0.17% | Add +2.4% | 9,569 | $5.2M |
| Peregrine Asset Advisers, Inc. | 1.89% | Reduce -2.7% | 9,537 | $5.1M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.15% | Reduce -0.7% | 9,529 | $5.1M |
| RW Investment Management LLC | 0.63% | Add +12.7% | 9,527 | $5.1M |
| Vista Capital Partners, Inc. | 0.60% | Add +2.8% | 9,527 | $5.1M |
| Edmond DE Rothschild Holding S.A. | 0.09% | Add +18.1% | 9,499 | $5.1M |
| Essex Bank | 1.26% | Add +4.2% | 9,466 | $5.1M |
| ZWJ Investment Counsel Inc. | 0.21% | Reduce -3.2% | 9,449 | $5.1M |
| Financial Advocates Investment Management | 0.29% | Add +4.9% | 9,402 | $5.1M |
| ICW Investment Advisors LLC | 2.11% | Add +0.6% | 9,393 | $5.1M |
| Aaron Wealth Advisors LLC | 0.59% | Add +13.7% | 9,380 | $5.1M |
| Advisory Alpha, LLC | 0.18% | Add +3.2% | 9,346 | $5.0M |
| Cordatus Wealth Management LLC | 1.33% | New | 9,347 | $5.0M |
| Quadcap Wealth Management, LLC | 0.74% | Reduce -1.5% | 9,342 | $5.0M |
| Ariston Services Group | 4.34% | Add +3.1% | 9,305 | $5.0M |
| D.B. Root & Company, LLC | 1.59% | Add +2.2% | 9,303 | $5.0M |
| Phillips Wealth Planners LLC | 4.99% | Add +7.0% | 9,357 | $5.0M |
| Blue Edge Capital, LLC | 0.78% | Add +0.6% | 9,245 | $5.0M |
| Brooks, Moore & Associates, Inc. | 2.94% | Add +10.1% | 9,230 | $5.0M |
| Heritage Trust Co | 0.58% | — | 9,222 | $5.0M |
| Apella Capital, LLC | 0.19% | Add +1.3% | 9,190 | $5.0M |
| Walter & Keenan Wealth Management LLC /in/ | 1.49% | Add +298.4% | 9,168 | $4.9M |
| Christensen, King & Associates Investment Services, Inc. | 2.31% | Add +3.3% | 8,900 | $4.9M |
| Fonville Wealth Management LLC | 1.62% | Reduce -1.4% | 9,097 | $4.9M |
| Vanguard Personalized Indexing Management, LLC | 0.07% | Add +212.6% | 9,078 | $4.9M |
| MorganRosel Wealth Management, LLC | 1.60% | Add +12.1% | 9,057 | $4.9M |
| UMB Bank, n.a. | 0.08% | Reduce -8.6% | 9,045 | $4.9M |
| United Advisor Group, LLC | 0.96% | Add +53.7% | 9,012 | $4.9M |
| SRH Advisors, LLC | 1.44% | No change | 8,978 | $4.8M |
| RKL Wealth Management LLC | 0.43% | Add +8.1% | 8,967 | $4.8M |
| Klingman & Associates, LLC | 0.30% | Add +3.6% | 8,947 | $4.8M |
| Spirepoint Private Client, LLC | 0.60% | Reduce -2.1% | 8,886 | $4.8M |
| Yarger Wealth Strategies, LLC | 2.76% | Add +0.4% | 8,874 | $4.8M |
| JTC Employer Solutions Trustee Ltd | 0.34% | No change | 8,837 | $4.8M |
| Ignite Planners, LLC | 1.05% | Add +5.2% | 8,781 | $4.8M |
| Signature Estate & Investment Advisors LLC | 0.12% | Add +3.8% | 8,864 | $4.8M |
| Arrowroot Family Office, LLC | 2.48% | Reduce -12.0% | 8,860 | $4.8M |
| Eagle Strategies LLC | 0.82% | Add +1.6% | 8,832 | $4.8M |
| Atlas Capital Advisors Inc. | 0.61% | Add +354.8% | 8,823 | $4.8M |
| Baldwin Investment Management, LLC | 0.62% | New | 8,799 | $4.7M |
| Moors & Cabot, Inc. | 0.23% | Add +8.5% | 8,794 | $4.7M |
| Insight Advisors, LLC/ PA | 0.81% | Add +5.7% | 8,757 | $4.7M |
| Essex Financial Services, Inc. | 0.33% | Add +0.7% | 8,790 | $4.7M |
| Generation Capital Management LLC | 4.05% | — | 8,765 | $4.7M |
| SeaBridge Investment Advisors LLC | 0.98% | Add +2001.2% | 8,720 | $4.7M |
| Ledgewood Wealth Advisors, LLC | 3.02% | Add +0.0% | 8,690 | $4.7M |
| Foster Dykema Cabot & Partners, LLC | 0.36% | Reduce -1.1% | 8,656 | $4.7M |
| Legacy Financial Strategies, LLC | 1.00% | Add +4.5% | 8,637 | $4.6M |
| Modus Advisors, LLC | 1.45% | Reduce -9.3% | 8,594 | $4.6M |
| Jacobi Capital Management LLC | 0.35% | Reduce -2.2% | 8,591 | $4.6M |
| IMG Wealth Management, Inc. | 4.26% | — | 8,550 | $4.6M |
| Grant/GrossMendelsohn, LLC | 2.41% | Add +10.9% | 8,541 | $4.6M |
| Merriman Wealth Management, LLC | 0.19% | Reduce -0.3% | 8,516 | $4.6M |
| Capital Wealth Management, LLC | 1.97% | Add +5.2% | 8,510 | $4.6M |
| BTC Capital Management, Inc. | 0.42% | No change | 8,500 | $4.6M |
| Whalerock Point Partners, LLC | 1.10% | Add +0.6% | 8,493 | $4.6M |
| Sagace Wealth Management LLC | 3.43% | Add +0.5% | 8,484 | $4.6M |
| Allianz SE | 0.12% | No change | 8,437 | $4.6M |
| Tyche Wealth Partners LLC | 0.96% | Reduce -2.7% | 8,458 | $4.6M |
| Integrity Alliance, Llc. | 0.49% | — | 8,442 | $4.5M |
| Milestone Asset Management Group, LLC | 4.06% | — | 8,436 | $4.5M |
| Axis Wealth Partners, LLC | 3.82% | — | 8,413 | $4.5M |
| Aventura Private Wealth, LLC | 2.44% | — | 8,400 | $4.5M |
| Mayflower Financial Advisors, LLC | 0.68% | Add +7.2% | 8,399 | $4.5M |
| Forum Financial Management, LP | 0.07% | Add +22.9% | 8,380 | $4.5M |
| Legacy Edge Advisors, LLC | 0.72% | Reduce -2.3% | 8,340 | $4.5M |
| Hanover Advisors Inc. | 1.89% | Add +58.9% | 8,347 | $4.5M |
| Debussy Capital Management LP | 0.69% | Reduce -2.6% | 8,144 | $4.5M |
| Root Financial Partners, LLC | 0.55% | Add +17.4% | 8,278 | $4.5M |
| Black Diamond Financial, LLC | 0.67% | Add +27.2% | 8,273 | $4.5M |
| John G Ullman & Associates Inc. | 0.66% | Reduce -2.8% | 8,269 | $4.5M |
| PDS Planning, Inc | 0.40% | Add +3.0% | 8,258 | $4.4M |
| Xcel Wealth Management, LLC | 1.24% | Reduce -0.1% | 8,257 | $4.4M |
| Midwest Financial Network, LLC | 4.61% | — | 8,237 | $4.4M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1.63% | Add +24.9% | 7,960 | $4.4M |
| DGS Capital Management, LLC | 1.11% | Add +25.0% | 8,207 | $4.4M |
| Clarity Capital Advisors, LLC | 2.96% | Add +8.7% | 8,203 | $4.4M |
| Signaturefd, LLC | 0.08% | Add +32.3% | 8,148 | $4.4M |
| CFM Wealth Partners LLC | 0.74% | Add +2.3% | 8,136 | $4.4M |
| Cohen & Steers, Inc. | 0.01% | No change | 8,132 | $4.4M |
| Eastern Bank | 0.08% | Add +0.0% | 8,130 | $4.4M |
| Elevate Capital Advisors, LLC | 3.85% | — | 8,116 | $4.4M |
| Comprehensive Financial Planning, Inc. | 3.69% | — | 8,108 | $4.4M |
| Syon Capital LLC | 0.39% | Add +0.6% | 8,106 | $4.4M |
| Boyd Watterson Asset Management LLC | 1.23% | No change | 8,097 | $4.4M |
| Next Capital Management LLC | 1.79% | Add +2.8% | 8,093 | $4.4M |
| Palisade Asset Management, LLC | 0.44% | Reduce -0.6% | 8,078 | $4.4M |
| Jackson, Grant Investment Advisers, Inc. | 1.67% | Reduce -5.0% | 8,078 | $4.4M |
| Frisch Financial Group, Inc. | 1.31% | Reduce -0.3% | 8,057 | $4.3M |
| Well Done, LLC | 0.79% | No change | 8,189 | $4.3M |
| Private Advisory Group LLC | 0.48% | Reduce -3.5% | 8,006 | $4.3M |
| FAS Wealth Partners, Inc. | 0.36% | Add +0.0% | 8,006 | $4.3M |
| Sawyer & Company, Inc | 1.59% | Add +6.2% | 7,993 | $4.3M |
| Signal Advisors Wealth, LLC | 0.49% | Reduce -1.1% | 7,993 | $4.3M |
| Clarity Capital Partners LLC | 2.23% | Add +11.1% | 7,985 | $4.3M |
| Sovereign Financial Group, Inc. | 0.99% | Add +1.8% | 7,982 | $4.3M |
| Townsend Asset Management Corp. /NC/ | 1.57% | Add +0.5% | 7,962 | $4.3M |
| Caldwell Trust Co | 0.45% | No change | 7,960 | $4.3M |
| 25 LLC | 1.81% | Reduce -10.0% | 7,954 | $4.3M |
| Ausdal Financial Partners, Inc. | 0.37% | Add +19.4% | 7,936 | $4.3M |
| Bath Savings Trust Co | 0.43% | Add +0.4% | 7,920 | $4.3M |
| Minot DeBlois Advisors LLC | 3.88% | — | 7,886 | $4.2M |
| Cercano Management LLC | 0.11% | Reduce -27.9% | 7,883 | $4.2M |
| WoodTrust Financial Corp | 0.60% | Add +3.3% | 7,881 | $4.2M |
| Cullinan Associates Inc. | 0.27% | Reduce -9.4% | 7,830 | $4.2M |
| Almanack Investment Partners, LLC. | 0.65% | Reduce -80.1% | 7,818 | $4.2M |
| M3 Advisory Group, LLC | 3.02% | Add +7.7% | 7,816 | $4.2M |
| Southland Equity Partners LLC | 0.98% | Add +21.6% | 7,814 | $4.2M |
| Rf&l Wealth Management, LLC | 2.98% | Add +6.3% | 7,808 | $4.2M |
| Quartz Partners, LLC | 2.56% | Add +7.6% | 7,803 | $4.2M |
| Gradient Capital Advisors, LLC | 1.35% | Reduce -3.5% | 7,789 | $4.2M |
| Fifth Third Wealth Advisors LLC | 0.23% | Add +55.2% | 7,744 | $4.2M |
| Welch Group, LLC | 0.19% | Reduce -9.2% | 7,617 | $4.1M |
| Avity Investment Management Inc. | 0.32% | Add +13.7% | 7,646 | $4.1M |
| New Covenant Trust Company, N.A. | 4.06% | Reduce -3.1% | 7,559 | $4.1M |
| Clear Creek Financial Management, LLC | 0.44% | Reduce -6.2% | 7,583 | $4.1M |
| Liberty Wealth Management LLC | 0.68% | Reduce -12.6% | 7,574 | $4.1M |
| Ami Investment Management Inc. | 1.32% | Reduce -7.8% | 7,567 | $4.1M |
| Fi3 FINANCIAL ADVISORS, LLC | 1.53% | Add +2.6% | 7,562 | $4.1M |
| Bedell Frazier Investment Counselling, LLC | 1.01% | Add +468.0% | 7,554 | $4.1M |
| Callan Family Office, LLC | 0.26% | Reduce -14.3% | 7,544 | $4.1M |
| Family Investment Center, Inc. | 1.03% | Add +5.3% | 7,530 | $4.1M |
| Continuum Wealth Advisors, LLC | 2.05% | Reduce -0.9% | 7,525 | $4.1M |
| Wellspring Financial Advisors, LLC | 0.42% | Add +12.5% | 608,695 | $4.1M |
| Obsidian Cio, LLC | 0.74% | Add +10.4% | 7,513 | $4.0M |
| Northstar Advisory Group, LLC | 2.06% | Add +9.7% | 7,505 | $4.0M |
| Red Crane Wealth Management, LLC | 3.83% | — | 7,501 | $4.0M |
| Sage Capital Advisors,llc | 1.05% | Add +0.8% | 7,485 | $4.0M |
| Howard Wealth Management, LLC | 2.18% | Add +13.6% | 7,485 | $4.0M |
| McAdam, LLC | 0.22% | Add +6.2% | 7,480 | $4.0M |
| Maia Wealth LLC | 0.87% | Reduce -5.7% | 7,302 | $4.0M |
| Fee-Only Financial Planning, L.C. | 2.60% | Reduce -2.4% | 7,463 | $4.0M |
| Astra Wealth Partners LLC | 3.79% | — | 7,449 | $4.0M |
| WESPAC Advisors, LLC | 2.95% | Add +1121.7% | 7,440 | $4.0M |
| Lowe Brockenbrough & Co. Inc. | 0.26% | Reduce -0.9% | 7,421 | $4.0M |
| Meridian Wealth Advisors, LLC | 0.66% | Add +249.9% | 7,375 | $4.0M |
| Burling Wealth Partners, LLC | 0.81% | — | 7,374 | $4.0M |
| Berry Wealth Group, LP | 2.86% | Reduce -4.6% | 7,364 | $4.0M |
| Silver Oak Securities, Incorporated | 0.37% | Add +11.1% | 7,328 | $4.0M |
| Saxony Capital Management, LLC | 3.49% | Add +18.4% | 7,355 | $4.0M |
| Ridgewood Investments LLC | 1.91% | Reduce -0.9% | 7,355 | $4.0M |
| Vestia Personal Wealth Advisors | 3.25% | Add +13.3% | 7,330 | $3.9M |
| Welch & Forbes LLC | 0.05% | Add +154.7% | 7,283 | $3.9M |
| Gerber Kawasaki Wealth & Investment Management | 0.17% | Add +6.3% | 7,278 | $3.9M |
| Security National Bank | 0.56% | No change | 7,278 | $3.9M |
| Keebeck Wealth Management | 0.57% | Add +4.0% | 7,277 | $3.9M |
| Etesian Wealth Advisors, Inc. | 1.73% | Reduce -0.5% | 7,273 | $3.9M |
| HCR Wealth Advisors | 0.49% | Add +188.7% | 7,259 | $3.9M |
| Prospect Financial Group LLC | 4.81% | — | 7,254 | $3.9M |
| Edgestream Partners, L.P. | 0.17% | Reduce -41.6% | 7,241 | $3.9M |
| Stratos Investment Management, LLC | 0.23% | Add +1.7% | 7,232 | $3.9M |
| Belmont Capital, LLC | 0.63% | Add +44.9% | 7,230 | $3.9M |
| Arax Advisory Partners | 0.24% | Add +646.4% | 7,225 | $3.9M |
| Riverchase Wealth Management, LLC | 2.91% | — | 7,219 | $3.9M |
| Warwick Investment Management, Inc. | 0.80% | Reduce -1.1% | 7,176 | $3.9M |
| Crux Wealth Advisors | 2.14% | — | 7,130 | $3.8M |
| Bill Few Associates, Inc. | 1.35% | Add +10.6% | 7,120 | $3.8M |
| Adapt Wealth Advisors, LLC | 1.89% | Reduce -2.2% | 7,118 | $3.8M |
| Heritage Wealth Advisors | 0.19% | Reduce -87.2% | 7,105 | $3.8M |
| Ardmore Road Asset Management LP | 0.56% | New | 7,100 | $3.8M |
| Asset Dedication, LLC | 0.30% | Reduce -0.8% | 7,100 | $3.8M |
| Strategic Investment Solutions, Inc. | 1.28% | Reduce -23.7% | 8,000 | $3.8M |
| Sheaff Brock Investment Advisors, LLC | 0.33% | Add +2.2% | 7,060 | $3.8M |
| Ellis Investment Partners, LLC | 0.75% | Add +3.5% | 7,045 | $3.8M |
| Childress Capital Advisors, LLC | 1.06% | Add +1.9% | 7,032 | $3.8M |
| First Interstate Bank | 0.23% | Add +1.1% | 6,983 | $3.8M |
| Talon Private Wealth, LLC | 0.79% | Add +158.6% | 6,982 | $3.8M |
| Tradewinds, LLC. | 1.04% | Reduce -0.3% | 6,756 | $3.8M |
| Strategies Wealth Advisors, LLC | 0.47% | Reduce -11.6% | 6,745 | $3.8M |
| Mechanics Bank Trust Department | 0.50% | Add +16.0% | 6,945 | $3.7M |
| Integrated Investment Consultants, LLC | 0.77% | Add +1.1% | 6,934 | $3.7M |
| Bristlecone Advisors, LLC | 0.29% | Reduce -0.1% | 6,905 | $3.7M |
| Seamount Financial Group Inc. | 2.56% | Add +11.3% | 6,889 | $3.7M |
| Clientfirst Wealth Management, LLC | 3.74% | — | 6,870 | $3.7M |
| May Hill Capital, LLC | 1.43% | — | 6,855 | $3.7M |
| Sound Income Strategies, LLC | 0.23% | Add +10.7% | 6,846 | $3.7M |
| Harel Insurance Investments & Financial Services Ltd. | 0.06% | Reduce -1.3% | 6,894 | $3.7M |
| Calamos Wealth Management LLC | 0.19% | Add +2.4% | 6,839 | $3.7M |
| Cornerstone Wealth Management, LLC | 0.25% | Add +5.8% | 6,785 | $3.7M |
| Operose Advisors LLC | 1.25% | Reduce -62.3% | 6,785 | $3.7M |
| S.A. Mason LLC | 1.92% | Add +2.2% | 6,770 | $3.6M |
| Auour Investments LLC | 1.27% | Add +7.6% | 6,585 | $3.6M |
| Independent Wealth Network Inc. | 1.48% | Add +24.6% | 6,756 | $3.6M |
| IMA Advisory Services, Inc. | 0.44% | Add +495.4% | 6,752 | $3.6M |
| JT Stratford LLC | 0.60% | Add +5.9% | 6,732 | $3.6M |
| Leisure Capital Management | 1.42% | New | 6,721 | $3.6M |
| Valued Retirements, Inc. | 4.87% | Add +14.7% | 6,708 | $3.6M |
| Berkshire Money Management, Inc. | 0.39% | New | 6,698 | $3.6M |
| CV Advisors LLC | 1.25% | New | 6,692 | $3.6M |
| Triasima Portfolio Management inc. | 0.70% | Reduce -33.7% | 6,689 | $3.6M |
| Paragon Private Wealth Management, LLC | 1.66% | Reduce -0.2% | 6,668 | $3.6M |
| Landmark Wealth Management, Inc. | 1.75% | New | 6,661 | $3.6M |
| BLB&B Advisors, LLC | 0.18% | Add +4.1% | 6,657 | $3.6M |
| Elevation Capital Advisory, LLC | 1.53% | Add +6.6% | 6,643 | $3.6M |
| First National Corp. /Ma/ | 0.81% | Add +23.3% | 6,620 | $3.6M |
| My Personal CFO, LLC | 1.83% | Add +21.1% | 6,616 | $3.6M |
| Red Door Wealth Management, LLC | 0.55% | Add +86.4% | 6,604 | $3.6M |
| Headinvest, LLC | 0.67% | Reduce -5.9% | 6,599 | $3.6M |
| Truepoint, Inc. | 0.09% | Reduce -1.0% | 6,583 | $3.5M |
| Goodwin Investment Advisory | 1.85% | Reduce -2.3% | 6,573 | $3.5M |
| Zacks Investment Management | 0.03% | Add +7.2% | 6,566 | $3.5M |
| DecisionMap Wealth Management, LLC | 2.80% | — | 6,551 | $3.5M |
| Channel Wealth LLC | 1.15% | Add +90.0% | 6,549 | $3.5M |
| Agate Pass Investment Management, LLC | 1.59% | Add +1.5% | 6,542 | $3.5M |
| First PREMIER Bank | 0.90% | Add +5.8% | 6,537 | $3.5M |
| Advisory Research Inc. | 0.58% | Add +1.2% | 6,522 | $3.5M |
| Sterling Group Wealth Management, LLC | 1.81% | Reduce -4.8% | 6,486 | $3.5M |
| LRI Investments, LLC | 0.33% | No change | 6,465 | $3.5M |
| NINE MASTS CAPITAL Ltd | 0.67% | New | 6,464 | $3.5M |
| Titleist Asset Management, LLC | 0.40% | Add +154.2% | 6,448 | $3.5M |
| Wealthstream Advisors, Inc. | 0.64% | Add +4.2% | 6,438 | $3.5M |
| WESCAP Management Group, Inc. | 0.84% | Add +13.3% | 6,424 | $3.5M |
| LongView Wealth Management | 1.05% | Add +7.5% | 6,417 | $3.5M |
| 1776 Wealth LLC | 1.58% | Add +3.5% | 6,388 | $3.4M |
| Quadrant Capital Group LLC | 0.24% | Add +1.5% | 6,362 | $3.4M |
| Pennington Partners & Co., LLC | 1.70% | — | 6,352 | $3.4M |
| Ferguson Wellman Capital Management, Inc. | 0.07% | Reduce -0.1% | 6,343 | $3.4M |
| Black Swift Group, LLC | 0.72% | Add +4.1% | 6,334 | $3.4M |
| Armbruster Capital Management, Inc. | 0.69% | Add +21.4% | 6,330 | $3.4M |
| Avondale Wealth Management | 2.18% | Add +2.0% | 6,316 | $3.4M |
| Medallion Wealth Advisors, LLC | 1.68% | — | 6,331 | $3.4M |
| Viewpoint Investment Partners Corp. | 4.42% | Add +0.3% | 6,290 | $3.4M |
| Community Bank of Raymore | 2.66% | Add +28.2% | 6,270 | $3.4M |
| Biltmore Family Office, LLC | 0.57% | Reduce -15.7% | 6,265 | $3.4M |
| Rebalance, LLC | 0.25% | Add +1.6% | 6,264 | $3.4M |
| VSM Wealth Advisory, LLC | 1.20% | — | 6,238 | $3.4M |
| Quent Capital, LLC | 0.35% | Add +223.9% | 6,228 | $3.4M |
| Opulen Financial Group LLC | 3.05% | — | 6,227 | $3.4M |
| NYL Investors LLC | 0.31% | New | 6,217 | $3.3M |
| KPP Advisory Services LLC | 0.79% | Add +6.1% | 6,204 | $3.3M |
| Berkeley, Inc | 1.73% | Reduce -42.5% | 6,195 | $3.3M |
| Allen Mooney & Barnes Investment Advisors LLC | 0.56% | Reduce -2.8% | 6,182 | $3.3M |
| Elser Financial Planning, Inc | 0.20% | New | 6,181 | $3.3M |
| Bordeaux Wealth Advisors LLC | 0.54% | Add +0.3% | 6,179 | $3.3M |
| Bank of Marin | 2.62% | Reduce -2.5% | 6,137 | $3.3M |
| Ritholtz Wealth Management | 0.10% | Add +9.8% | 6,121 | $3.3M |
| Clarkston Capital Partners, LLC | 0.06% | Add +0.1% | 6,111 | $3.3M |
| Russell Investments Group, Ltd. | 0.00% | Add +97.3% | 6,103 | $3.3M |
| Consultiva Wealth Management, Corp. | 16.48% | Reduce -1.7% | 6,097 | $3.3M |
| Walled Lake Planning & Wealth Management, LLC | 1.22% | Add +3.4% | 6,094 | $3.3M |
| Financial Perspectives, Inc | 1.10% | Add +3.8% | 6,067 | $3.3M |
| Cedar Wealth Management, LLC | 1.18% | Add +5.5% | 6,044 | $3.3M |
| Tradition Wealth Management, LLC | 0.29% | Add +9.2% | 6,037 | $3.3M |
| Baldwin Wealth Partners LLC | 0.22% | Add +859.5% | 6,016 | $3.2M |
| Lee, Kelleher & Klein Wealth Management | 2.31% | — | 6,013 | $3.2M |
| DT Investment Partners, LLC | 0.27% | Reduce -0.5% | 6,005 | $3.2M |
| Ewa, LLC | 1.20% | Reduce -0.6% | 5,948 | $3.2M |
| Moss Adams Wealth Advisors LLC | 0.34% | Add +246.6% | 5,947 | $3.2M |
| Chris Bulman Inc | 2.04% | Add +78.2% | 5,933 | $3.2M |
| Planning Alternatives Ltd. | 0.49% | Add +0.4% | 5,905 | $3.2M |
| Thompson Davis & Co., Inc. | 2.03% | Add +8.2% | 5,870 | $3.2M |
| Hemington Wealth Management | 0.80% | Add +0.4% | 5,869 | $3.2M |
| Vise Technologies, Inc. | 0.26% | Add +3.9% | 5,862 | $3.2M |
| Davis R M Inc. | 0.06% | Add +14.0% | 5,856 | $3.2M |
| Ingalls & Snyder LLC | 0.12% | Add +0.6% | 5,818 | $3.1M |
| XML Financial, LLC | 0.29% | Add +87.3% | 5,818 | $3.1M |
| FDx Advisors, Inc. | 0.92% | Reduce -54.9% | 5,812 | $3.1M |
| Financial Consulate, Inc. | 0.82% | Add +95.2% | 5,755 | $3.1M |
| Fiduciary Counselling Inc. | 8.25% | Reduce -2.0% | 5,717 | $3.1M |
| Attessa Capital LLC | 2.10% | — | 5,717 | $3.1M |
| Ironwood Investment Counsel, LLC | 0.53% | Reduce -2.3% | 5,703 | $3.1M |
| First County Bank | 1.71% | Add +85.1% | 5,688 | $3.1M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.62% | Add +249.8% | 5,685 | $3.1M |
| Farrow Financial, Inc. | 1.99% | Add +7.9% | 5,660 | $3.1M |
| Archer Investment Corp | 0.82% | Add +5.7% | 5,682 | $3.1M |
| PACK Private Wealth, LLC | 1.80% | Reduce -2.9% | 5,677 | $3.1M |
| Staley Capital Advisers Inc. | 0.14% | Add +22.5% | 5,652 | $3.0M |
| Cora Capital Advisors LLC | 1.47% | Reduce -5.1% | 5,652 | $3.0M |
| Virtu Financial LLC | 0.16% | Reduce -70.1% | 5,639 | $3.0M |
| Sfmg, LLC | 0.24% | Add +1.0% | 5,636 | $3.0M |
| Arcadia Wealth Management, LLC | 1.54% | Add +0.2% | 5,632 | $3.0M |
| LPF Advisors LLC | 2.54% | Reduce -0.2% | 5,632 | $3.0M |
| WMS Partners, LLC | 0.17% | Add +3.5% | 5,631 | $3.0M |
| Schrum Private Wealth Management LLC | 2.57% | Reduce -35.0% | 5,630 | $3.0M |
| Apeiron RIA LLC | 0.84% | Add +21.9% | 5,586 | $3.0M |
| Consilio Wealth Advisors, LLC | 1.23% | Reduce -0.4% | 5,585 | $3.0M |
| Global Strategic Investment Solutions, LLC | 0.35% | Add +0.1% | 5,561 | $3.0M |
| Richardson Financial Services Inc. | 2.10% | Reduce -41.0% | 5,550 | $3.0M |
| HRT Financial LP | 0.02% | New | 5,557 | $3.0M |
| Violich Capital Management, Inc. | 0.39% | Add +6.6% | 5,510 | $3.0M |
| Vermillion Wealth Management, Inc. | 1.51% | — | 5,487 | $3.0M |
| Barnes Pettey Financial Advisors, LLC | 2.26% | Reduce -3.5% | 5,483 | $3.0M |
| Bakala Capital LLC | 17.73% | Add +0.6% | 5,472 | $2.9M |
| Mosaic Family Wealth Partners, LLC | 0.43% | Add +0.9% | 5,469 | $2.9M |
| Panoramic Investment Advisors, LLC | 1.91% | Reduce -7.0% | 5,442 | $2.9M |
| Robinson Smith Wealth Advisors LLC | 2.48% | Reduce -4.3% | 5,431 | $2.9M |
| Patriot Investment Management Group, Inc. | 0.22% | Add +17.0% | 5,413 | $2.9M |
| Stevard, LLC | 10.85% | No change | 5,396 | $2.9M |
| DB Fitzpatrick & Co, Inc | 2.67% | Reduce -0.6% | 5,386 | $2.9M |
| Tranquility Partners, LLC | 1.09% | Reduce -0.2% | 5,378 | $2.9M |
| Jaffetilchin Investment Partners, LLC | 0.21% | Reduce -2.3% | 5,360 | $2.9M |
| First Pacific Financial | 0.67% | Reduce -30.4% | 5,337 | $2.9M |
| Full Sail Capital, LLC | 0.18% | Reduce -9.0% | 5,322 | $2.9M |
| Heritage Wealth Management, Inc. | 0.95% | Add +3.4% | 5,315 | $2.9M |
| Texas Yale Capital Corp. | 0.12% | Add +2.9% | 5,315 | $2.9M |
| Weaver Consulting Group | 0.88% | Add +18.5% | 5,312 | $2.9M |
| McKinley Carter Wealth Services, Inc. | 0.17% | Add +17.8% | 5,303 | $2.9M |
| LVW Advisors, LLC | 0.35% | Add +23.2% | 5,303 | $2.9M |
| Prime Buchholz LLC | 0.93% | — | 5,294 | $2.9M |
| Kathmere Capital Management, LLC | 0.26% | Add +135.7% | 5,294 | $2.9M |
| Compass Advisory Group LLC | 1.02% | Add +0.3% | 5,272 | $2.8M |
| DBK Financial Counsel, LLC | 2.86% | Reduce -1.3% | 5,265 | $2.8M |
| Disciplined Investors, L.L.C. | 2.73% | — | 5,301 | $2.8M |
| GHP Investment Advisors, Inc. | 0.13% | Add +6.2% | 5,257 | $2.8M |
| Kornitzer Capital Management Inc. | 0.06% | No change | 5,251 | $2.8M |
| Strategic Family Wealth Counselors, L.L.C. | 0.92% | Add +12.7% | 5,236 | $2.8M |
| MBL Wealth, LLC | 0.28% | Add +106.0% | 5,236 | $2.8M |
| Waddell & Associates, LLC | 0.29% | Reduce -0.2% | 5,230 | $2.8M |
| Woodmont Investment Counsel LLC | 0.21% | Add +20.5% | 5,224 | $2.8M |
| Platform Technology Partners | 0.85% | Add +2.3% | 5,209 | $2.8M |
| Veery Capital, LLC | 1.07% | Add +21.9% | 5,204 | $2.8M |
| Capital Advisors Inc. | 0.06% | Add +18.1% | 5,197 | $2.8M |
| MIdWestOne Financial Group, Inc. | 0.39% | Reduce -10.8% | 5,183 | $2.8M |
| Thrive Capital Management, LLC | 1.28% | Add +39.6% | 5,181 | $2.8M |
| Silverleafe Capital Partners, LLC | 0.88% | New | 5,170 | $2.8M |
| Financial Council, LLC | 1.43% | No change | 5,152 | $2.8M |
| Accredited Investors Inc. | 0.16% | Add +1.2% | 5,144 | $2.8M |
| Yoder Wealth Management, Inc. | 1.53% | New | 5,144 | $2.8M |
| IFC Advisors LLC | 0.60% | — | 5,137 | $2.8M |
| Evolution Advisers, Inc. | 1.51% | Add +109.3% | 5,131 | $2.8M |
| Long Island Wealth Management, Inc. | 1.73% | Reduce -0.8% | 5,117 | $2.8M |
| Optimist Retirement Group LLC | 1.30% | Reduce -0.8% | 5,107 | $2.8M |
| Principle Wealth Partners LLC | 0.19% | Reduce -0.2% | 5,077 | $2.7M |
| Pine Ridge Advisers LLC | 0.24% | No change | 5,075 | $2.7M |
| Flow Traders U.S. LLC | 0.11% | Reduce -72.8% | 5,055 | $2.7M |
| Gallacher Capital Management LLC | 1.35% | Add +0.1% | 5,034 | $2.7M |
| Performance Wealth Partners, LLC | 0.09% | Reduce -5.2% | 5,032 | $2.7M |
| Clark Asset Management, LLC | 0.51% | Add +27.7% | 5,031 | $2.7M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.03% | Reduce -26.8% | 5,025 | $2.7M |
| Sonora Investment Management Group, LLC | 0.21% | Add +25.1% | 5,001 | $2.7M |
| CPR Investments Inc. | 2.43% | Reduce -17.7% | 5,001 | $2.7M |
| Magnolia Capital Advisors LLC | 0.70% | Add +1208.6% | 4,999 | $2.7M |
| Occidental Asset Management, LLC | 0.42% | Add +34.1% | 4,996 | $2.7M |
| Orgel Wealth Management, LLC | 0.07% | Add +52.9% | 4,984 | $2.7M |
| First National Advisers, LLC | 0.43% | Reduce -4.5% | 4,984 | $2.7M |
| FSA Advisors, Inc. | 3.27% | Reduce -71.4% | 5,026 | $2.7M |
| Hubbell Strickland Wealth Management, LLC | 1.27% | Add +0.5% | 4,945 | $2.7M |
| WealthShield Partners, LLC | 0.38% | Add +15.7% | 4,911 | $2.6M |
| Lavaca Capital LLC | 1.16% | No change | 4,907 | $2.6M |
| Investment Advisory Group, LLC | 0.89% | Add +14.5% | 4,906 | $2.6M |
| KFA Private Wealth Group, LLC | 1.10% | Add +1.6% | 4,893 | $2.6M |
| TCI Wealth Advisors, Inc. | 0.22% | Reduce -1.2% | 4,889 | $2.6M |
| Kestra Investment Management, LLC | 0.10% | Add +230.4% | 4,884 | $2.6M |
| Terra Nova Asset Management LLC | 2.00% | Reduce -2.2% | 4,877 | $2.6M |
| FOCUS Wealth Advisors, LLC | 1.39% | Reduce -31.6% | 4,875 | $2.6M |
| Maridea Wealth Management LLC | 0.85% | — | 4,871 | $2.6M |
| Trivium Point Advisory, LLC | 0.33% | Add +47.6% | 4,862 | $2.6M |
| Corundum Group, Inc. | 0.98% | Add +97.2% | 4,852 | $2.6M |
| Accel Wealth Management | 0.99% | Add +1.5% | 4,829 | $2.6M |
| PCA Investment Advisory Services Inc. | 1.20% | Add +2.1% | 4,826 | $2.6M |
| Winthrop Advisory Group LLC | 0.31% | Add +8.0% | 4,817 | $2.6M |
| Fortress Private Ledger, LLC | 1.58% | — | 4,810 | $2.6M |
| Nations Financial Group Inc, /Ia/ | 0.19% | Add +1.8% | 4,795 | $2.6M |
| Arrien Investments, Inc. | 1.84% | Reduce -2.6% | 4,642 | $2.6M |
| Bison Wealth, LLC | 0.57% | Add +6.1% | 4,790 | $2.6M |
| Cherry Creek Investment Advisors, Inc. | 1.26% | Add +0.0% | 4,775 | $2.6M |
| Olde Wealth Management, LLC | 0.92% | Add +0.9% | 4,771 | $2.6M |
| Values Added Financial LLC | 1.49% | No change | 4,768 | $2.6M |
| Provenance Wealth Advisors, LLC | 0.33% | No change | 4,768 | $2.6M |
| Central Valley Advisors, LLC | 1.17% | Add +696.7% | 4,764 | $2.6M |
| Cooper/Haims Advisors, LLC | 1.45% | Add +0.4% | 4,761 | $2.6M |
| E&G Advisors, LLC | 0.69% | No change | 4,752 | $2.6M |
| Physician Wealth Advisors, Inc. | 0.43% | Add +32.8% | 4,743 | $2.6M |
| Horan Capital Advisors, LLC. | 0.86% | Reduce -0.5% | 4,731 | $2.5M |
| Taylor Hoffman Capital Management LLC | 0.93% | Reduce -1.7% | 4,728 | $2.5M |
| Myecfo, LLC | 1.37% | Add +6.4% | 4,722 | $2.5M |
| Verus Financial Partners, Inc. | 0.29% | Add +0.1% | 4,768 | $2.5M |
| Perennial Investment Advisors, LLC | 0.30% | Add +11.4% | 4,716 | $2.5M |
| Frank, Rimerman Advisors LLC | 0.18% | Add +45.1% | 4,713 | $2.5M |
| Rossby Financial, LCC | 1.61% | — | 4,709 | $2.5M |
| Stockman Wealth Management, Inc. | 0.40% | Reduce -5.8% | 4,697 | $2.5M |
| Harbour Investment Management LLC | 1.11% | No change | 4,692 | $2.5M |
| Birch Financial Group, LLC | 2.84% | — | 4,691 | $2.5M |
| Cove Private Wealth, LLC | 1.55% | Add +5.7% | 4,683 | $2.5M |
| Meredith Wealth Planning | 1.12% | Add +288.1% | 4,680 | $2.5M |
| BIP Wealth, LLC | 0.17% | Add +16.2% | 4,671 | $2.5M |
| Retirement Income Solutions, Inc. | 0.51% | Add +8.7% | 4,668 | $2.5M |
| Revolve Wealth Partners, LLC | 0.37% | Reduce -0.1% | 4,653 | $2.5M |
| Index Fund Advisors, Inc. | 0.14% | Add +0.6% | 4,648 | $2.5M |
| LifeGuide Financial Advisors, LLC | 1.07% | Add +3.0% | 4,628 | $2.5M |
| Avestar Capital, LLC | 0.23% | Add +232.9% | 4,624 | $2.5M |
| Synergy Financial Group, LTD | 2.08% | Add +198.8% | 4,619 | $2.5M |
| Stonebridge Capital Advisors LLC | 0.20% | Reduce -4.3% | 4,613 | $2.5M |
| Guyasuta Investment Advisors Inc. | 0.16% | Add +8.6% | 4,611 | $2.5M |
| SkyOak Wealth, LLC | 0.53% | Add +1.2% | 4,610 | $2.5M |
| 180 Wealth Advisors, LLC | 0.39% | Reduce -4.8% | 4,597 | $2.5M |
| Capital Wealth Alliance, LLC | 1.40% | New | 4,590 | $2.5M |
| Stonebridge Financial Group, LLC | 0.27% | — | 4,584 | $2.5M |
| First Community Trust NA | 1.76% | Add +149.7% | 4,569 | $2.5M |
| Oxbow Advisors, LLC | 0.30% | Add +16.4% | 4,548 | $2.5M |
| WMG Financial Advisors, LLC | 1.05% | Add +1.5% | 4,542 | $2.4M |
| Maxele Advisors, LLC | 2.32% | — | 4,523 | $2.4M |
| Capasso Planning Partners LLC | 0.97% | Reduce -26.3% | 4,522 | $2.4M |
| Asset Advisors Investment Management, LLC | 0.25% | Add +0.3% | 4,491 | $2.4M |
| Penobscot Wealth Management | 1.11% | Reduce -7.5% | 4,488 | $2.4M |
| Edge Financial Advisors LLC | 2.16% | Reduce -13.8% | 4,486 | $2.4M |
| L.K. Benson & Company, P.C. | 1.70% | — | 4,468 | $2.4M |
| FSM Wealth Advisors, LLC | 0.59% | Add +49.2% | 4,406 | $2.4M |
| Washburn Capital Management, Inc. | 1.48% | Add +35.0% | 4,450 | $2.4M |
| Capital Investment Advisory Services, LLC | 0.23% | Add +14.6% | 4,449 | $2.4M |
| Faithward Advisors, LLC | 0.41% | Add +4.4% | 4,447 | $2.4M |
| JPL Wealth Management, LLC | 0.68% | — | 4,413 | $2.4M |
| Canandaigua National Bank & Trust Co. | 0.23% | Reduce -0.3% | 4,403 | $2.4M |
| Drive Wealth Management, LLC | 0.58% | Add +4.5% | 4,393 | $2.4M |
| Orrstown Financial Services Inc. | 0.64% | No change | 4,392 | $2.4M |
| Chilton Capital Management LLC | 0.10% | Reduce -15.8% | 4,392 | $2.4M |
| Innova Wealth Partners | 1.49% | New | 4,380 | $2.4M |
| Naviter Wealth, LLC | 0.28% | Reduce -0.2% | 4,376 | $2.4M |
| Tortoise Investment Management, LLC | 0.25% | Reduce -9.8% | 4,370 | $2.4M |
| MSH Capital Advisors LLC | 0.74% | Add +9.7% | 4,368 | $2.4M |
| Aries Wealth Management | 0.65% | Add +0.2% | 4,350 | $2.3M |
| Pine Haven Investment Counsel, Inc | 1.92% | Reduce -0.2% | 4,340 | $2.3M |
| Shade Tree Advisors LLC | 2.36% | — | 4,337 | $2.3M |
| Causey Wealth LLC | 1.36% | — | 4,322 | $2.3M |
| Prospect Financial Services LLC | 1.27% | Add +6.0% | 4,310 | $2.3M |
| Slagle Financial, LLC | 1.05% | Reduce -6.9% | 4,310 | $2.3M |
| Montecito Bank & Trust | 0.40% | Reduce -1.3% | 4,309 | $2.3M |
| Hardin Capital Partners, LLC | 1.40% | Add +0.2% | 4,303 | $2.3M |
| DRW Securities, LLC | 0.16% | New | 4,284 | $2.3M |
| Private Client Services, LLC | 1.24% | Reduce -10.3% | 4,274 | $2.3M |
| Harfst & Associates, Inc. | 0.48% | Add +0.3% | 4,268 | $2.3M |
| Purkiss Capital Advisors LLC | 1.99% | — | 4,268 | $2.3M |
| Oarsman Capital, Inc. | 0.40% | Reduce -12.5% | 4,259 | $2.3M |
| Key Client Fiduciary Advisors, LLC | 1.02% | Add +10.1% | 4,248 | $2.3M |
| Mascoma Wealth Management LLC | 0.57% | Add +0.1% | 4,238 | $2.3M |
| Grantvest Financial Group LLC | 2.54% | — | 4,223 | $2.3M |
| Cardinal Point Capital Management ULC | 0.36% | Add +2.0% | 4,223 | $2.3M |
| Michels Family Financial, LLC | 2.08% | — | 4,212 | $2.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.18% | Reduce -59.9% | 4,207 | $2.3M |
| Elevated Capital Advisors, LLC | 0.62% | Add +29.4% | 4,207 | $2.3M |
| Morton Capital Management LLC | 0.43% | Add +99.8% | 4,203 | $2.3M |
| GWN Securities Inc. | 0.60% | — | 4,059 | $2.3M |
| Tilson Financial Group, Inc. | 0.92% | New | 4,159 | $2.3M |
| Equita Financial Network, Inc. | 0.82% | Add +56.6% | 4,196 | $2.3M |
| Tumwater Wealth Management, LLC | 1.18% | — | 4,191 | $2.3M |
| Bell Investment Advisors, Inc | 0.42% | Reduce -0.2% | 4,169 | $2.2M |
| Second Line Capital, LLC | 0.61% | Reduce -2.1% | 4,168 | $2.2M |
| Narus Financial Partners, LLC | 0.76% | No change | 4,165 | $2.2M |
| S&T Bank | 0.72% | Reduce -84.6% | 4,165 | $2.2M |
| Wealth Architects, LLC | 0.25% | Add +17.4% | 4,161 | $2.2M |
| CHB Investment Group, LLC | 1.22% | Reduce -8.0% | 4,160 | $2.2M |
| Forthright Family Wealth Advisory LLC | 1.46% | Reduce -14.2% | 4,158 | $2.2M |
| Ascent Wealth Partners, LLC | 0.30% | Reduce -4.0% | 4,158 | $2.2M |
| Rakuten Securities, Inc. | 0.88% | Add +37.3% | 4,157 | $2.2M |
| Buffington Mohr McNeal | 0.37% | Add +0.1% | 4,145 | $2.2M |
| Wealth Management Resources, Inc. | 0.82% | Add +9.0% | 4,120 | $2.2M |
| Financial Synergies Wealth Advisors, Inc. | 0.28% | Add +0.3% | 4,117 | $2.2M |
| Onyx Bridge Wealth Group LLC | 0.32% | Reduce -13.8% | 4,111 | $2.2M |
| Golden State Wealth Management, LLC | 0.33% | — | 4,105 | $2.2M |
| Exchange Traded Concepts, LLC | 0.04% | Add +500.7% | 4,103 | $2.2M |
| Roble, Belko & Company, Inc | 0.35% | Reduce -8.8% | 4,087 | $2.2M |
| Empowered Funds, LLC | 0.03% | Reduce -1.4% | 4,084 | $2.2M |
| WP Advisors, LLC | 0.73% | Add +13.7% | 4,082 | $2.2M |
| Donaldson Capital Management, LLC | 0.08% | Add +19.9% | 4,070 | $2.2M |
| Wakefield Asset Management LLLP | 0.74% | Reduce -2.3% | 4,055 | $2.2M |
| Princeton Capital Management LLC | 0.68% | Add +38.4% | 4,052 | $2.2M |
| GW Henssler & Associates Ltd. | 0.12% | No change | 4,112 | $2.2M |
| JB Capital LLC | 0.12% | Reduce -0.2% | 4,019 | $2.2M |
| Freedom Investment Management, Inc. | 0.18% | Reduce -1.3% | 4,017 | $2.2M |
| Everhart Financial Group, Inc. | 0.44% | Add +0.7% | 4,008 | $2.2M |
| Infinity Wealth Counsel, LLC | 2.30% | — | 4,000 | $2.2M |
| Cooper Financial Group | 0.26% | Add +41.0% | 3,999 | $2.2M |
| Legacy Wealth Management, LLC / MS | 0.85% | No change | 3,991 | $2.2M |
| Zullo Investment Group, Inc. | 0.87% | No change | 3,990 | $2.1M |
| Sandy Spring Bank | 0.09% | Reduce -6.5% | 3,988 | $2.1M |
| Burt Wealth Advisors | 0.54% | Reduce -2.0% | 3,982 | $2.1M |
| Capital Advantage, Inc. | 0.39% | New | 3,974 | $2.1M |
| Martel Wealth Advisors LLC | 0.42% | Reduce -6.2% | 3,967 | $2.1M |
| Annex Advisory Services, LLC | 0.06% | Reduce -4.4% | 3,961 | $2.1M |
| Marex Group Ltd | 0.04% | Add +7.4% | 3,958 | $2.1M |
| Linscomb Wealth, Inc. | 0.11% | Reduce -1.9% | 3,956 | $2.1M |
| Busey Bank | 0.07% | Add +18.6% | 3,950 | $2.1M |
| WealthCollab, LLC | 1.35% | Add +0.0% | 3,916 | $2.1M |
| Cherry Tree Wealth Management, LLC | 0.52% | No change | 3,910 | $2.1M |
| WBH Advisory Inc. | 0.20% | Reduce -0.6% | 3,910 | $2.1M |
| Tyler-Stone Wealth Management | 0.37% | Add +3.0% | 3,897 | $2.1M |
| Cannon Financial Strategists, Inc. | 0.36% | Reduce -1.2% | 3,895 | $2.1M |
| HTG Investment Advisors, Inc. | 0.96% | No change | 3,893 | $2.1M |
| Portland Global Advisors LLC | 0.26% | Add +1.5% | 3,880 | $2.1M |
| 17 Capital Partners, LLC | 1.32% | Add +18.8% | 3,877 | $2.1M |
| Trust Co. of Toledo NA | 0.27% | Add +41.5% | 3,861 | $2.1M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.02% | Reduce -7.8% | 3,771 | $2.1M |
| Segment Wealth Management, LLC | 0.14% | No change | 3,855 | $2.1M |
| Enzi Wealth | 0.79% | Reduce -3.3% | 3,710 | $2.1M |
| Raab & Moskowitz Asset Management LLC | 0.51% | Add +6.1% | 3,837 | $2.1M |
| Bensler, LLC | 0.25% | Add +37.6% | 3,837 | $2.1M |
| Peoples Bank | 1.43% | Reduce -3.8% | 3,833 | $2.1M |
| Hengehold Capital Management LLC | 0.19% | Add +17.7% | 3,823 | $2.1M |
| Atlantic Union Bankshares Corp | 0.12% | Add +25.9% | 3,807 | $2.1M |
| Grange Capital, LLC | 2.15% | — | 3,801 | $2.0M |
| Great Oak Capital Partners, LLC | 0.68% | Add +1.9% | 3,829 | $2.0M |
| Teamwork Financial Advisors, LLC | 0.27% | Reduce -3.5% | 3,793 | $2.0M |
| Culbertson A N & Co. Inc. | 0.32% | Reduce -8.7% | 3,790 | $2.0M |
| Laurel Wealth Advisors LLC | 0.32% | Reduce -0.5% | 3,786 | $2.0M |
| New Hampshire Trust | 0.43% | Add +255.3% | 3,780 | $2.0M |
| Tennessee Valley Asset Management Partners | 0.34% | Add +0.2% | 3,779 | $2.0M |
| KMT Wealth Management, LLC | 1.63% | — | 3,776 | $2.0M |
| Quantum Portfolio Management LLC | 1.09% | Add +45.6% | 3,776 | $2.0M |
| Accelerate Investment Advisors LLC | 1.79% | Add +7.7% | 3,768 | $2.0M |
| Private Wealth Group, LLC | 0.99% | No change | 3,758 | $2.0M |
| KKM Financial LLC | 0.84% | No change | 3,758 | $2.0M |
| Destination Wealth Management | 0.06% | Add +20.8% | 3,742 | $2.0M |
| Intrua Financial, LLC | 0.33% | Add +13.7% | 3,724 | $2.0M |
| Johnson Financial Group, Inc. | 0.09% | Add +3.4% | 3,607 | $2.0M |
| Grandfield & Dodd, LLC | 0.12% | Add +0.2% | 3,687 | $2.0M |
| Core Wealth Partners LLC | 1.14% | Reduce -2.9% | 3,684 | $2.0M |
| Sandbox Financial Partners, LLC | 0.66% | Add +2.7% | 3,669 | $2.0M |
| River Wealth Advisors LLC | 0.26% | Add +1.0% | 3,667 | $2.0M |
| Spinnaker Trust | 0.12% | Add +9.6% | 3,656 | $2.0M |
| Perkins Coie Trust Co | 0.43% | No change | 3,643 | $2.0M |
| Country Club Bank | 0.13% | Add +1.2% | 3,623 | $2.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 3,637 | $2.0M |
| TAP Consulting, LLC | 0.40% | Reduce -0.7% | 3,632 | $2.0M |
| Farnam Financial LLC | 2.05% | Add +3.3% | 3,632 | $2.0M |
| Founders Financial Alliance, LLC | 0.54% | Add +36.0% | 3,628 | $2.0M |
| Passive Capital Management, LLC. | 0.69% | Reduce -1.0% | 3,626 | $2.0M |
| Laffer Tengler Investments, Inc. | 0.47% | New | 3,625 | $2.0M |
| Meridian Wealth Partners, LLC | 0.30% | Add +0.1% | 3,618 | $1.9M |
| Advus Financial Partners, LLC | 0.55% | Reduce -7.1% | 3,609 | $1.9M |
| R.H. Investment Group, LLC | 1.83% | — | 3,603 | $1.9M |
| Sunesis Advisors, LLC | 1.18% | Add +0.0% | 3,599 | $1.9M |
| Fearless Solutions, LLC dba Best Invest | 1.48% | — | 3,594 | $1.9M |
| CFS Investment Advisory Services, LLC | 0.17% | Add +13.1% | 3,592 | $1.9M |
| Calton & Associates, Inc. | 0.85% | Add +6.8% | 3,586 | $1.9M |
| Von Berge Wealth Management Group, LLC | 1.17% | Add +1.9% | 3,468 | $1.9M |
| Hassell Wealth Management, LLC | 0.78% | Reduce -21.9% | 3,459 | $1.9M |
| TCP Asset Management, LLC | 0.42% | Reduce -0.1% | 3,565 | $1.9M |
| Richards, Merrill & Peterson, Inc. | 1.00% | — | 3,560 | $1.9M |
| Baring Financial LLC | 1.71% | — | 3,557 | $1.9M |
| BlueChip Wealth Advisors LLC | 1.05% | Reduce -6.7% | 3,524 | $1.9M |
| Professional Advisory Services Inc. | 0.24% | Reduce -2.7% | 3,520 | $1.9M |
| Callan Capital, LLC | 0.14% | Reduce -6.5% | 3,511 | $1.9M |
| Manuka Financial, LLC | 1.28% | — | 3,509 | $1.9M |
| Advyzon Investment Management, LLC | 0.73% | — | 3,505 | $1.9M |
| Roberts Glore & Co. Inc. | 0.56% | Add +0.1% | 3,486 | $1.9M |
| Copperleaf Capital, LLC | 1.19% | Add +4.4% | 3,482 | $1.9M |
| McCarter Private Wealth Services LLC | 1.19% | Add +30.8% | 3,480 | $1.9M |
| TCV Trust & Wealth Management, Inc. | 0.17% | Add +19.0% | 3,473 | $1.9M |
| Evelyn Partners Investment Management (Europe) Ltd | 0.68% | — | 3,463 | $1.9M |
| Moloney Securities Asset Management, LLC | 0.25% | Add +33.3% | 3,462 | $1.9M |
| Diversified Enterprises, LLC | 0.18% | Add +4.5% | 3,448 | $1.9M |
| Integrated Capital Management, LLC | 0.99% | Reduce -4.4% | 3,446 | $1.9M |
| Baker Avenue Asset Management, LP | 0.06% | Add +16.8% | 3,445 | $1.9M |
| Alterna Wealth Management, Inc. | 1.56% | No change | 3,442 | $1.9M |
| Realta Investment Advisors | 0.76% | Add +485.1% | 3,405 | $1.9M |
| WealthTrak Capital Management LLC | 1.57% | — | 3,439 | $1.9M |
| Rothschild Wealth LLC | 0.54% | Reduce -1.1% | 3,427 | $1.8M |
| Napatree Capital LLC | 1.08% | Add +2.0% | 3,416 | $1.8M |
| Curran Financial Partners, LLC | 0.48% | Add +4.5% | 3,413 | $1.8M |
| Capital Asset Advisory Services LLC | 0.09% | Reduce -3.0% | 3,375 | $1.8M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.42% | Add +1.5% | 3,410 | $1.8M |
| Baker Boyer National Bank | 0.63% | Add +0.4% | 3,408 | $1.8M |
| New Wave Wealth Advisors LLC | 0.75% | Add +52.5% | 3,400 | $1.8M |
| Horizon Kinetics Asset Management LLC | 0.02% | Reduce -0.4% | 3,386 | $1.8M |
| Gentry Private Wealth, LLC | 7.58% | Reduce -96.0% | 3,385 | $1.8M |
| Latko Wealth Management, Ltd. | 1.08% | Add +16.1% | 3,380 | $1.8M |
| Calydon Capital | 0.36% | Add +1.0% | 3,372 | $1.8M |
| Hancock Whitney Corp. | 0.06% | Add +12.2% | 3,371 | $1.8M |
| Hanson & Doremus Investment Management | 0.28% | Reduce -0.0% | 3,370 | $1.8M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.51% | No change | 3,367 | $1.8M |
| Badgley Phelps Wealth Managers, LLC | 0.04% | Reduce -25.6% | 3,355 | $1.8M |
| Procyon Advisors, LLC | 0.12% | Add +41.6% | 3,349 | $1.8M |
| Verus Capital Partners, LLC | 0.17% | Reduce -36.7% | 3,344 | $1.8M |
| Indiana Trust & Investment Management Co | 0.61% | Reduce -1.4% | 3,342 | $1.8M |
| Investment Advisory Services Inc. /TX | 0.63% | Add +6.3% | 3,338 | $1.8M |
| Aviance Capital Partners, LLC | 0.25% | Add +4.1% | 3,338 | $1.8M |
| Aspen Wealth Management LLC | 0.53% | Reduce -3.6% | 3,325 | $1.8M |
| Leelyn Smith, LLC | 0.32% | Reduce -0.7% | 3,318 | $1.8M |
| Retirement Financial Solutions, LLC | 0.96% | Add +0.6% | 3,316 | $1.8M |
| Atlantic Edge Private Wealth Management, LLC | 0.55% | Add +50.5% | 3,307 | $1.8M |
| Clearview Wealth Advisors LLC | 1.35% | Reduce -4.6% | 3,305 | $1.8M |
| Round Rock Advisors LLC | 0.37% | Add +463.8% | 3,304 | $1.8M |
| Confluence Wealth Services, Inc. | 0.12% | Add +8.4% | 3,175 | $1.8M |
| Sovran Advisors, LLC | 0.25% | — | 3,324 | $1.8M |
| MontVue Capital Management, Inc. | 1.36% | No change | 3,298 | $1.8M |
| OneAscent Wealth Management LLC | 0.73% | Reduce -6.9% | 3,288 | $1.8M |
| Novare Capital Management LLC | 0.15% | Add +4.6% | 3,286 | $1.8M |
| Optivise Advisory Services LLC | 0.95% | Add +4.0% | 3,281 | $1.8M |
| Avantax Planning Partners, Inc. | 0.06% | Reduce -3.0% | 3,276 | $1.8M |
| Peterson Wealth Services | 0.54% | Reduce -0.8% | 3,274 | $1.8M |
| State Farm Mutual Automobile Insurance Co. | 0.00% | New | 3,271 | $1.8M |
| Executive Wealth Management, LLC | 0.14% | Reduce -7.5% | 3,267 | $1.8M |
| Alaethes Wealth, LLC | 0.63% | Reduce -0.9% | 3,261 | $1.8M |
| Wealth Effects LLC | 0.62% | Reduce -1.9% | 3,253 | $1.8M |
| Pacific Capital Wealth Advisors, Inc. | 0.29% | Add +750.5% | 3,232 | $1.7M |
| Heritage Financial Services, LLC | 0.23% | Add +7.8% | 3,231 | $1.7M |
| Zions Bancorporation, N.A. | 0.11% | Add +18.8% | 3,228 | $1.7M |
| Nilsine Partners, LLC | 0.19% | Add +15.4% | 3,228 | $1.7M |
| Cornerstone Financial Group, LLC | 1.71% | — | 3,223 | $1.7M |
| Alesco Advisors, LLC, An ESL Co | 0.05% | Add +0.3% | 3,221 | $1.7M |
| BXM Wealth LLC | 2.43% | — | 3,218 | $1.7M |
| Fortis Capital Management LLC | 0.32% | Reduce -6.2% | 3,208 | $1.7M |
| Roger Wittlin Investment Advisory, LLC | 0.96% | Add +4.9% | 3,191 | $1.7M |
| Elevation Point Wealth Partners, LLC | 0.14% | Add +216.4% | 3,183 | $1.7M |
| Cassaday & Co Wealth Management LLC | 0.05% | Add +34.7% | 3,183 | $1.7M |
| Horizon Family Wealth, Inc. | 1.14% | Reduce -18.5% | 3,182 | $1.7M |
| Fortress Wealth Management, Inc. | 0.83% | No change | 3,174 | $1.7M |
| Falcon Wealth Planning | 0.19% | Add +49.0% | 3,167 | $1.7M |
| Blake Schutter Theil Wealth Advisors, LLC | 1.80% | Add +1.4% | 3,155 | $1.7M |
| PBMares Wealth Management LLC | 0.35% | Add +1.5% | 3,155 | $1.7M |
| HMS Capital Management, LLC | 0.82% | No change | 3,154 | $1.7M |
| New York Life Investment Management LLC | 0.02% | Reduce -15.5% | 3,151 | $1.7M |
| TFR Capital, LLC. | 0.84% | — | 3,150 | $1.7M |
| Meridian Investment Counsel Inc. | 0.51% | Add +31.5% | 3,145 | $1.7M |
| Weinberger Asset Management, Inc | 0.71% | Add +0.6% | 3,137 | $1.7M |
| Kavar Capital Partners Group, LLC | 0.29% | Reduce -0.1% | 3,131 | $1.7M |
| Meeder Advisory Services, Inc. | 0.11% | Add +46.4% | 3,127 | $1.7M |
| Absolute Capital Management, LLC | 0.93% | New | 2,835 | $1.7M |
| LifeGoal Investments, LLC | 1.82% | — | 3,122 | $1.7M |
| Trustmark Bank Trust Department | 0.12% | No change | 3,121 | $1.7M |
| Chesley Taft & Associates LLC | 0.08% | Add +4.2% | 3,116 | $1.7M |
| Apriem Advisors | 0.19% | Add +16.3% | 3,103 | $1.7M |
| HFG Advisors, Inc. | 1.46% | Add +1.9% | 3,094 | $1.7M |
| Destiny Wealth Partners, LLC | 0.27% | No change | 3,094 | $1.7M |
| Stonebridge Financial Planning Group, LLC | 0.74% | Reduce -0.7% | 3,093 | $1.7M |
| LJI Wealth Management, LLC | 0.33% | Add +19.5% | 3,076 | $1.7M |
| Northwest Wealth Management, LLC | 0.35% | Reduce -0.9% | 3,070 | $1.7M |
| Ameliora Wealth Management Ltd. | 0.62% | Reduce -10.6% | 3,065 | $1.7M |
| Bray Capital Advisors | 0.45% | Add +0.1% | 3,055 | $1.6M |
| Horan Securities, Inc. | 0.62% | Add +1.7% | 3,049 | $1.6M |
| Bedel Financial Consulting, Inc. | 0.23% | Reduce -0.9% | 2,952 | $1.6M |
| Total Clarity Wealth Management, Inc. | 0.53% | Reduce -2.3% | 3,042 | $1.6M |
| Pursue Wealth Partners LLC | 0.94% | Add +11.7% | 3,037 | $1.6M |
| Howard Bailey Securities, LLC | 0.61% | Reduce -14.5% | 3,035 | $1.6M |
| AA Financial Advisors, LLC | 0.44% | Reduce -3.1% | 3,030 | $1.6M |
| Diversified Portfolios, Inc. | 0.18% | Add +35.8% | 3,023 | $1.6M |
| Atlanta Consulting Group Advisors, LLC | 0.60% | Reduce -86.5% | 3,018 | $1.6M |
| Wick Capital Partners, LLC | 0.48% | Add +21.2% | 3,013 | $1.6M |
| Darrow Company, Inc. | 0.94% | No change | 3,003 | $1.6M |
| NDVR, Inc. | 1.54% | No change | 2,995 | $1.6M |
| Planning Directions Inc. | 0.94% | Add +48.2% | 2,993 | $1.6M |
| Balboa Wealth Partners | 0.37% | Add +5.7% | 2,986 | $1.6M |
| Compass Investment Advisers LLC | 4.66% | — | 2,979 | $1.6M |
| Maripau Wealth Management LLC | 0.95% | New | 2,966 | $1.6M |
| Prudential Financial Inc. | 0.00% | Reduce -98.4% | 2,950 | $1.6M |
| Heritage Wealth Management, Inc. | 1.35% | Add +99.7% | 2,943 | $1.6M |
| Ames National Corp. | 1.07% | — | 2,941 | $1.6M |
| Virtus Wealth Solutions LLC | 0.37% | — | 2,941 | $1.6M |
| Cherrydale Wealth Management, LLC | 0.61% | Add +23.4% | 2,936 | $1.6M |
| Alpha Financial Partners LLC | 1.25% | Add +60.4% | 2,935 | $1.6M |
| Financial Advisory Corp | 0.28% | — | 2,935 | $1.6M |
| Hamilton Point Investment Advisors, LLC | 0.29% | Reduce -2.0% | 2,935 | $1.6M |
| Compass Ion Advisors, LLC | 0.19% | Add +3.8% | 2,932 | $1.6M |
| Tamar Securities, LLC | 0.22% | Add +103.1% | 2,931 | $1.6M |
| Chapman Financial Group, LLC | 1.27% | — | 2,929 | $1.6M |
| Marks Group Wealth Management, Inc | 0.16% | Add +2.1% | 2,925 | $1.6M |
| Van Cleef Asset Management,Inc | 0.17% | No change | 2,925 | $1.6M |
| Tocqueville Asset Management L.P. | 0.02% | Add +2.1% | 2,922 | $1.6M |
| Cascade Financial Partners, LLC | 0.20% | Add +1.4% | 2,919 | $1.6M |
| Arlington Trust Co LLC | 0.33% | Reduce -14.2% | 2,919 | $1.6M |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 1.54% | — | 2,906 | $1.6M |
| Valley Forge Investment Consultants Inc. Adv | 0.54% | Add +0.3% | 2,895 | $1.6M |
| Greenline Partners, LLC | 0.22% | Add +18.4% | 2,892 | $1.6M |
| Inman Jager Wealth Management, LLC | 1.21% | — | 2,880 | $1.6M |
| Madison Park Capital Advisors, LLC | 1.24% | Add +57.6% | 2,879 | $1.6M |
| Paladin Advisory Group, LLC | 1.18% | Reduce -4.7% | 2,865 | $1.5M |
| Clearstead Trust, LLC | 0.33% | Add +7.3% | 2,865 | $1.5M |
| Libra Wealth LLC | 0.60% | No change | 2,849 | $1.5M |
| Beirne Wealth Consulting Services, LLC | 0.55% | Add +0.6% | 2,847 | $1.5M |
| Rappaport Reiches Capital Management, LLC | 0.39% | Add +0.3% | 2,830 | $1.5M |
| XTX Topco Ltd | 0.13% | Add +109.9% | 2,819 | $1.5M |
| Premier Path Wealth Partners, LLC | 0.23% | No change | 2,813 | $1.5M |
| Watts Gwilliam & Co., LLC | 0.32% | Add +7.9% | 2,798 | $1.5M |
| MV Capital Management, Inc. | 0.16% | No change | 2,811 | $1.5M |
| Greystone Financial Group, LLC | 0.26% | Add +1.4% | 2,803 | $1.5M |
| Kooman & Associates | 0.55% | Reduce -0.7% | 2,798 | $1.5M |
| Portside Wealth Group, LLC | 0.25% | Add +19.9% | 2,797 | $1.5M |
| Zevin Asset Management LLC | 0.22% | No change | 2,789 | $1.5M |
| Redhawk Wealth Advisors, Inc. | 0.20% | Add +1.1% | 2,786 | $1.5M |
| Capstone Wealth Management Group LLC | 1.14% | — | 2,784 | $1.5M |
| Twin Peaks Wealth Advisors, LLC | 0.64% | Add +48.0% | 2,784 | $1.5M |
| NorthCrest Asset Manangement, LLC | 0.04% | Add +58.5% | 2,772 | $1.5M |
| Belvedere Trading LLC | 0.11% | Reduce -82.9% | 2,772 | $1.5M |
| Valtinson Bruner Financial Planning LLC | 0.52% | Add +7.5% | 2,765 | $1.5M |
| Enterprise Bank & Trust Co | 0.49% | Add +1.3% | 2,763 | $1.5M |
| Marietta Investment Partners LLC | 0.33% | Add +4.3% | 2,752 | $1.5M |
| Mullaney, Keating & Wright, Inc. | 1.00% | Add +259.6% | 2,751 | $1.5M |
| BetterWealth, LLC | 0.41% | No change | 2,750 | $1.5M |
| Sabal Trust CO | 0.09% | Add +11.3% | 2,748 | $1.5M |
| First Trust Advisors LP | 0.00% | New | 2,748 | $1.5M |
| Grey Ledge Advisors, LLC | 0.38% | Reduce -0.1% | 2,746 | $1.5M |
| Riverview Trust Co | 1.35% | Reduce -14.0% | 2,740 | $1.5M |
| IMPACTfolio, LLC | 0.76% | Add +0.1% | 2,730 | $1.5M |
| Sightline Wealth Advisors, LLC | 0.79% | Add +0.2% | 2,727 | $1.5M |
| Bourgeon Capital Management LLC | 0.28% | Add +1.2% | 2,724 | $1.5M |
| Strategic Financial Partners, Ltd. | 0.75% | Add +3.0% | 2,721 | $1.5M |
| Cape Cod Five Cents Savings Bank | 0.13% | No change | 2,778 | $1.5M |
| Tradewinds Capital Management, LLC | 0.39% | Add +5.0% | 2,709 | $1.5M |
| Beacon Financial Advisory LLC | 0.47% | Add +4.2% | 2,700 | $1.5M |
| Chemistry Wealth Management LLC | 0.34% | Reduce -1.4% | 2,673 | $1.4M |
| Verisail Partners, LLC | 0.67% | — | 2,666 | $1.4M |
| Ellevest, Inc. | 0.08% | Reduce -0.7% | 2,662 | $1.4M |
| Tudor Investment Corporation | 0.02% | Reduce -96.0% | 2,662 | $1.4M |
| HHM Wealth Advisors, LLC | 0.19% | Reduce -14.4% | 2,659 | $1.4M |
| Fortis Capital Advisors, LLC | 0.49% | Reduce -28.2% | 2,763 | $1.4M |
| Vigilare Wealth Management | 0.58% | Reduce -2.7% | 2,652 | $1.4M |
| Wealthquest Corp | 0.12% | Reduce -5.2% | 2,631 | $1.4M |
| 1ST Source Bank | 0.08% | Reduce -1.0% | 2,628 | $1.4M |
| Private Wealth Partners, LLC | 0.11% | Add +7.7% | 2,621 | $1.4M |
| Novem Group | 0.21% | — | 2,619 | $1.4M |
| BHK Investment Advisors, LLC | 0.53% | No change | 2,617 | $1.4M |
| Adamsbrown Wealth Consultants LLC | 0.48% | Add +1.9% | 2,614 | $1.4M |
| Orcam Financial Group | 1.36% | Add +21.7% | 2,613 | $1.4M |
| Valley Financial Group, Inc. | 0.98% | Add +0.2% | 2,610 | $1.4M |
| Mezzasalma Advisors, LLC | 0.45% | Add +19.2% | 2,603 | $1.4M |
| Sensible Money, LLC | 0.61% | Reduce -6.0% | 2,603 | $1.4M |
| Wimmer Associates 1, LLC | 0.69% | Add +31.0% | 2,598 | $1.4M |
| Eclectic Associates Inc. | 0.41% | Reduce -0.7% | 2,597 | $1.4M |
| Unique Wealth, LLC | 0.29% | Add +48.3% | 2,593 | $1.4M |
| Cibc World Markets Corp. | 0.01% | Reduce -2.7% | 2,593 | $1.4M |
| Elite Financial, Inc. | 0.76% | — | 2,594 | $1.4M |
| EagleClaw Capital Managment, LLC | 0.22% | No change | 2,592 | $1.4M |
| Bragg Financial Advisors, Inc | 0.06% | Reduce -2.8% | 2,592 | $1.4M |
| Cyndeo Wealth Partners, LLC | 0.09% | Add +0.3% | 2,589 | $1.4M |
| Harmony Asset Management LLC | 0.55% | Add +2.9% | 2,589 | $1.4M |
| Claris Financial LLC | 0.92% | — | 2,588 | $1.4M |
| Lyell Wealth Management, LP | 0.12% | Reduce -17.1% | 2,554 | $1.4M |
| BlackDiamond Wealth Management, LLC | 0.79% | No change | 2,552 | $1.4M |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.67% | Add +0.2% | 2,551 | $1.4M |
| Level Wealth Management LLC | 0.97% | — | 2,549 | $1.4M |
| Meridian Management Co. | 0.36% | No change | 2,540 | $1.4M |
| Partners Wealth Management, LLC | 1.56% | — | 2,538 | $1.4M |
| Magnolia Private Wealth, LLC | 1.22% | — | 2,536 | $1.4M |
| CFC Planning Co LLC | 1.46% | — | 2,534 | $1.4M |
| Aegis Wealth Management LLC | 0.92% | — | 2,529 | $1.4M |
| Miller Investment Management, LP | 0.15% | No change | 2,529 | $1.4M |
| Smith Thornton Advisors LLC | 0.86% | Reduce -0.0% | 2,517 | $1.4M |
| Jim Saulnier & Associates, LLC | 1.17% | Reduce -4.0% | 2,506 | $1.4M |
| Beck Mack & Oliver LLC | 0.03% | Reduce -7.4% | 2,505 | $1.3M |
| Kane Investment Management, Inc. | 0.75% | — | 2,503 | $1.3M |
| Fairhaven Wealth Management, LLC | 0.42% | Add +2.3% | 2,495 | $1.3M |
| Kirtland Hills Capital Management, LLC | 0.86% | Add +82.4% | 2,490 | $1.3M |
| Patton Albertson Miller Group, LLC | 0.18% | Add +66.8% | 2,489 | $1.3M |
| Clarity Wealth Advisors, LLC | 0.37% | Add +1.0% | 2,485 | $1.3M |
| Martin Worley Group | 0.84% | — | 2,482 | $1.3M |
| Summit Place Financial Advisors, LLC | 0.76% | Add +8.8% | 2,479 | $1.3M |
| Rockingstone Advisors LLC | 0.59% | Reduce -3.3% | 2,478 | $1.3M |
| Northeast Financial Group, Inc. | 0.51% | Reduce -0.9% | 2,472 | $1.3M |
| Gallagher Fiduciary Advisors, LLC | 0.26% | New | 2,471 | $1.3M |
| MADDEN SECURITIES Corp | 0.53% | No change | 2,469 | $1.3M |
| Princeton Global Asset Management LLC | 0.25% | Reduce -2.9% | 2,455 | $1.3M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.33% | No change | 2,443 | $1.3M |
| Garden State Investment Advisory Services LLC | 0.40% | Add +0.7% | 2,434 | $1.3M |
| Sierra Ocean, LLC | 1.07% | — | 2,434 | $1.3M |
| Benchmark Investment Advisors LLC | 0.85% | Add +0.6% | 2,432 | $1.3M |
| Madrona Financial Services, LLC | 0.36% | Add +46.5% | 2,428 | $1.3M |
| Richardson Capital Management LLC | 0.83% | Add +6.6% | 2,427 | $1.3M |
| Towne Trust Company, N.A | 0.46% | New | 2,423 | $1.3M |
| Quadrant Private Wealth Management, LLC | 0.32% | Add +15.0% | 2,423 | $1.3M |
| Midwest Heritage Bank, FSB | 0.60% | Add +0.3% | 2,419 | $1.3M |
| Wintrust Investments LLC | 1.15% | Add +3.1% | 2,420 | $1.3M |
| Willis Johnson & Associates, Inc. | 0.10% | Reduce -21.4% | 2,416 | $1.3M |
| JFG Wealth Management, LLC | 0.30% | Reduce -13.3% | 2,410 | $1.3M |
| Sims Investment Management, LLC | 0.73% | — | 2,409 | $1.3M |
| Tolleson Wealth Management, Inc. | 0.27% | No change | 2,407 | $1.3M |
| Select Asset Management & Trust | 0.50% | Reduce -2.4% | 2,404 | $1.3M |
| Geometric Wealth Advisors | 0.24% | Add +0.1% | 2,401 | $1.3M |
| Marshall Investment Management, LLC | 0.76% | — | 2,447 | $1.3M |
| Integrity Financial Corp | 0.74% | Add +28.8% | 2,396 | $1.3M |
| Kaizen Financial Strategies | 0.73% | Add +0.1% | 2,394 | $1.3M |
| Eagle Bay Advisors LLC | 0.81% | Add +0.4% | 2,385 | $1.3M |
| Schechter Investment Advisors, LLC | 0.10% | Add +6.6% | 2,383 | $1.3M |
| Whalen Wealth Management Inc. | 0.89% | Reduce -8.9% | 2,383 | $1.3M |
| Mustard Seed Financial, LLC | 1.04% | Add +6.9% | 2,377 | $1.3M |
| Consolidated Portfolio Review Corp | 0.20% | Reduce -2.5% | 2,371 | $1.3M |
| Coastwise Capital Group, LLC | 1.02% | Add +2.3% | 2,363 | $1.3M |
| GEM Asset Management, LLC | 0.71% | Reduce -8.0% | 2,348 | $1.3M |
| Snider Financial Group | 0.39% | New | 2,346 | $1.3M |
| McGuire Investment Group, LLC | 0.18% | No change | 2,343 | $1.3M |
| Maple Capital Management, Inc. | 0.09% | Add +79.3% | 2,340 | $1.3M |
| New Republic Capital, LLC | 0.82% | Reduce -31.6% | 2,340 | $1.3M |
| Millstone Evans Group, LLC | 0.86% | — | 2,337 | $1.3M |
| Trueblood Wealth Management, LLC | 0.62% | Add +36.9% | 2,336 | $1.3M |
| SFG Wealth Management, LLC. | 0.66% | Reduce -3.6% | 2,321 | $1.3M |
| Cross Staff Investments Inc | 0.87% | No change | 2,320 | $1.3M |
| SlateStone Wealth, LLC | 0.12% | Add +2.0% | 2,318 | $1.2M |
| Foster Group, Inc. | 0.05% | Add +230.4% | 2,313 | $1.2M |
| Jupiter Wealth Management LLC | 0.62% | Reduce -35.0% | 2,312 | $1.2M |
| Klingenstein Fields & Co. LP | 0.05% | Add +22.1% | 2,308 | $1.2M |
| Rovin Capital /Ut/ | 0.45% | Reduce -5.6% | 2,297 | $1.2M |
| BG Investment Services, LLC | 1.24% | — | 2,293 | $1.2M |
| Anfield Capital Management, LLC | 0.45% | No change | 2,292 | $1.2M |
| Granite FO LLC | 0.70% | Add +0.1% | 2,289 | $1.2M |
| Bluespring Wealth Management, LLC | 0.13% | Add +13.1% | 2,288 | $1.2M |
| Bonfire Financial | 1.11% | — | 2,280 | $1.2M |
| Olistico Wealth, LLC | 0.71% | Reduce -1.7% | 2,279 | $1.2M |
| Heritage Investment Group, Inc. | 0.23% | Reduce -1.1% | 2,277 | $1.2M |
| Mystic Asset Management, Inc. | 0.33% | Add +20.4% | 2,272 | $1.2M |
| Parcion Private Wealth LLC | 0.09% | Reduce -22.1% | 2,266 | $1.2M |
| North Point Portfolio Managers Corp. | 0.21% | Add +35.6% | 2,262 | $1.2M |
| TFC Financial Management, Inc. | 0.19% | Add +0.2% | 2,252 | $1.2M |
| Levin Capital Strategies, L.P. | 0.12% | No change | 2,252 | $1.2M |
| Peak Planning Group, LLC | 0.50% | Add +34.7% | 2,248 | $1.2M |
| Cahill Financial Advisors Inc. | 0.16% | Reduce -11.2% | 2,236 | $1.2M |
| AIFG Consultants Ltd. | 1.96% | Reduce -1.8% | 2,233 | $1.2M |
| Capital Management Associates | 1.42% | Reduce -12.0% | 2,231 | $1.2M |
| RAM Investment Partners, LLC | 0.30% | Add +119.5% | 2,228 | $1.2M |
| PVG Asset Management Corp. | 5.67% | Reduce -11.5% | 2,226 | $1.2M |
| Wealth Management Nebraska | 0.20% | — | 2,226 | $1.2M |
| Citizens National Bank Trust Department | 0.25% | No change | 2,225 | $1.2M |
| Alkeme Wealth, LLC | 0.55% | No change | 2,224 | $1.2M |
| Roberts Financial Services LLC | 0.23% | Add +117.0% | 2,224 | $1.2M |
| Melone Private Wealth, LLC | 0.62% | Add +0.5% | 2,222 | $1.2M |
| Juncture Wealth Strategies, LLC | 0.45% | Add +149.4% | 2,220 | $1.2M |
| Madison Wealth Partners, Inc | 0.33% | Reduce -0.6% | 2,218 | $1.2M |
| Gibson Capital, LLC | 0.24% | Reduce -0.9% | 2,216 | $1.2M |
| Compass Financial Services Inc | 0.68% | — | 2,215 | $1.2M |
| Smallwood Wealth Investment Management, LLC | 0.82% | No change | 2,209 | $1.2M |
| Parr McKnight Wealth Management Group, LLC | 0.17% | — | 2,206 | $1.2M |
| Wayfinding Financial, LLC | 0.63% | New | 2,204 | $1.2M |
| 49 Wealth Management, LLC | 0.17% | Add +72.7% | 2,203 | $1.2M |
| Stokes Capital Advisors, LLC | 0.31% | Add +1.2% | 2,201 | $1.2M |
| CapWealth Advisors, LLC | 0.13% | Reduce -5.1% | 2,193 | $1.2M |
| Stonekeep Investments, LLC | 0.88% | Reduce -31.6% | 2,184 | $1.2M |
| Community Bank, N.A. | 0.15% | No change | 2,178 | $1.2M |
| DHJJ Financial Advisors, Ltd. | 0.46% | Add +8.5% | 2,173 | $1.2M |
| Gradient Investments LLC | 0.02% | Add +7.4% | 2,172 | $1.2M |
| Transce3nd, LLC | 0.40% | — | 2,168 | $1.2M |
| Clear Point Advisors Inc. | 1.00% | Add +5.2% | 2,168 | $1.2M |
| Wingate Wealth Advisors, Inc. | 1.15% | — | 2,168 | $1.2M |
| Wolff Wiese Magana LLC | 0.77% | Add +31.8% | 2,167 | $1.2M |
| Pacific Center for Financial Services | 0.30% | Add +15.3% | 2,159 | $1.2M |
| Bernardo Wealth Planning LLC | 0.28% | Add +1.1% | 2,178 | $1.2M |
| Cresta Advisors, Ltd. | 0.61% | No change | 2,200 | $1.2M |
| Stage Harbor Financial, LLC | 1.01% | Add +4.6% | 2,148 | $1.2M |
| DecisionPoint Financial, LLC | 0.35% | Add +0.7% | 2,143 | $1.2M |
| Edgemoor Investment Advisors, Inc. | 0.10% | Add +0.5% | 2,142 | $1.2M |
| Capital Square, LLC | 0.65% | Add +1.3% | 2,062 | $1.2M |
| Birch Hill Investment Advisors LLC | 0.05% | Reduce -13.2% | 2,128 | $1.1M |
| Park Place Capital Corp | 0.32% | Add +0.1% | 2,126 | $1.1M |
| Affinity Capital Advisors, LLC | 0.22% | Add +15.5% | 2,116 | $1.1M |
| Colonial Trust Advisors | 0.10% | Reduce -2.8% | 2,117 | $1.1M |
| Pacific Asset Management, LLC | 1.07% | — | 2,117 | $1.1M |
| HM Payson & Co. | 0.02% | Reduce -4.3% | 2,113 | $1.1M |
| Thomasville National Bank | 0.08% | Reduce -0.2% | 2,112 | $1.1M |
| Amplius Wealth Advisors, LLC | 0.12% | Add +0.1% | 2,106 | $1.1M |
| IPG Investment Advisors LLC | 0.26% | Add +5.3% | 2,100 | $1.1M |
| Anderson Hoagland & Co. | 0.12% | No change | 2,059 | $1.1M |
| Gateway Wealth Partners, LLC | 0.29% | Add +9.4% | 2,098 | $1.1M |
| Glen Eagle Advisors, LLC | 0.19% | Reduce -2.3% | 2,093 | $1.1M |
| MSA Advisors, LLC | 0.28% | No change | 2,093 | $1.1M |
| Hershey Financial Advisers, LLC | 0.99% | — | 2,082 | $1.1M |
| Asset Allocation Strategies LLC | 0.27% | Add +1.7% | 2,016 | $1.1M |
| Chapin Davis, Inc. | 0.36% | No change | 2,115 | $1.1M |
| Sather Financial Group Inc | 0.07% | No change | 2,069 | $1.1M |
| Glaxis Capital Management, LLC | 3.08% | Add +0.6% | 2,066 | $1.1M |
| Silicon Valley Capital Partners | 0.12% | Reduce -2.4% | 2,062 | $1.1M |
| Toth Financial Advisory Corp. | 0.13% | Add +0.6% | 2,061 | $1.1M |
| Trexquant Investment LP | 0.01% | Reduce -1.6% | 2,060 | $1.1M |
| Up Strategic Wealth Investment Advisors LLC | 1.11% | No change | 2,054 | $1.1M |
| Rezny Wealth Management, Inc. | 0.27% | No change | 2,053 | $1.1M |
| King Wealth Management Group | 0.16% | Add +0.8% | 2,052 | $1.1M |
| New Millennium Group LLC | 0.64% | Reduce -2.1% | 2,047 | $1.1M |
| Beck Capital Management, LLC | 0.29% | Reduce -8.5% | 2,045 | $1.1M |
| Family Manage LLC | 0.18% | No change | 2,039 | $1.1M |
| Alteri Wealth LLC | 0.30% | — | 2,030 | $1.1M |
| Sittner & Nelson, LLC | 0.47% | Reduce -0.7% | 2,028 | $1.1M |
| RB Capital Management, LLC | 0.27% | Add +18.7% | 2,021 | $1.1M |
| V2 Financial group LLC | 0.66% | Add +0.1% | 2,020 | $1.1M |
| Arkfeld Wealth Strategies, L.L.C. | 0.50% | Add +2.1% | 2,036 | $1.1M |
| Argonautica Private Wealth Management, Inc. | 0.35% | Reduce -5.1% | 2,018 | $1.1M |
| Westshore Wealth, LLC | 0.44% | Add +250.4% | 2,015 | $1.1M |
| CPA Asset Management Group, LLC | 0.50% | Reduce -1.1% | 2,011 | $1.1M |
| Tull Financial Group, Inc. | 0.65% | Add +5.0% | 2,009 | $1.1M |
| Fairman Group, LLC | 0.89% | Add +0.3% | 2,004 | $1.1M |
| Kanawha Capital Management LLC | 0.08% | Reduce -0.3% | 2,004 | $1.1M |
| Acas, LLC | 0.80% | Reduce -4.7% | 1,943 | $1.1M |
| Westwood Holdings Group Inc. | 0.01% | Reduce -0.1% | 2,002 | $1.1M |
| Mission Creek Capital Partners, Inc. | 0.24% | Add +12.4% | 2,002 | $1.1M |
| Baron Wealth Management LLC | 0.51% | Add +2.7% | 2,001 | $1.1M |
| LifeWealth Investments, LLC | 0.71% | — | 2,000 | $1.1M |
| Austin Private Wealth, LLC | 0.10% | Add +11.5% | 1,994 | $1.1M |
| Mogy Joel R Investment Counsel Inc. | 0.06% | No change | 1,990 | $1.1M |
| Brand Asset Management Group, Inc. | 0.43% | Reduce -16.3% | 1,988 | $1.1M |
| Vestor Capital, LLC | 0.08% | Reduce -0.6% | 1,987 | $1.1M |
| VERITY Wealth Advisors | 0.77% | No change | 1,985 | $1.1M |
| Invst, LLC | 0.13% | Add +10.0% | 1,981 | $1.1M |
| Authentikos Wealth Advisory, LLC | 1.05% | Reduce -1.8% | 1,977 | $1.1M |
| Cutler Capital Management, LLC | 0.48% | Reduce -57.9% | 1,972 | $1.1M |
| Plum Street Advisors, LLC | 0.52% | Add +0.1% | 1,969 | $1.1M |
| Austin Wealth Management, LLC | 0.22% | Reduce -3.8% | 1,926 | $1.1M |
| SMI Advisory Services, LLC | 0.24% | Reduce -1.7% | 1,975 | $1.1M |
| Latitude Advisors, LLC | 0.59% | Add +7.6% | 1,953 | $1.1M |
| Graves Light Lenhart Wealth, Inc. | 0.13% | Add +1.0% | 1,948 | $1.0M |
| Members Wealth LLC | 0.78% | — | 1,889 | $1.0M |
| Investment House LLC | 0.06% | New | 1,944 | $1.0M |
| Plotkin Financial Advisors, LLC | 0.62% | Reduce -4.6% | 1,937 | $1.0M |
| Valley Wealth Managers, Inc. | 0.08% | Reduce -8.3% | 1,935 | $1.0M |
| TLWM | 0.20% | Add +6.6% | 1,932 | $1.0M |
| Avenir Corp. | 0.11% | No change | 1,930 | $1.0M |
| Saranac Partners Ltd | 0.59% | New | 1,929 | $1.0M |
| Moneco Advisors, LLC | 0.11% | Add +17.7% | 1,929 | $1.0M |
| Capstone Financial Advisors, Inc. | 0.06% | Add +16.1% | 1,927 | $1.0M |
| Morling Financial Advisors, LLC | 0.36% | No change | 1,921 | $1.0M |
| KCM Investment Advisors LLC | 0.04% | Add +3.7% | 1,920 | $1.0M |
| Taurus Asset Management, LLC | 0.10% | Reduce -8.4% | 1,915 | $1.0M |
| FLC Capital Advisors | 0.24% | No change | 1,905 | $1.0M |
| RiverFront Investment Group, LLC | 0.02% | Add +9.2% | 1,895 | $1.0M |
| Broadleaf Partners, LLC | 0.24% | Add +115.2% | 1,894 | $1.0M |
| Gill Capital Partners, LLC | 0.36% | Reduce -0.2% | 1,879 | $1.0M |
| Scissortail Wealth Management, LLC | 0.26% | Add +26742.9% | 1,879 | $1.0M |
| Lam Group, Inc. | 0.72% | No change | 1,870 | $1.0M |
| Fielder Capital Group LLC | 0.31% | Reduce -3.3% | 1,868 | $1.0M |
| Allred Capital Management, LLC | 0.39% | No change | 1,867 | $1.0M |
| Lynx Investment Advisory | 0.68% | Reduce -5.6% | 1,862 | $1.0M |
| Power Wealth Management LLC | 0.42% | Reduce -1.4% | 1,861 | $1.0M |
| Sandhill Capital Partners LLC | 0.08% | Add +41.7% | 1,858 | $1.0M |
| Farmers National Bank | 0.29% | — | 1,855 | $999K |
| Retirement Planning Co of New England, Inc. | 0.48% | Reduce -0.3% | 1,852 | $998K |
| Aurora Private Wealth, Inc. | 0.75% | Add +0.4% | 1,852 | $998K |
| Blueprint Investment Partners LLC | 0.16% | Reduce -9.4% | 1,851 | $997K |
| Iron Horse Wealth Management, LLC | 0.33% | Add +23.1% | 1,846 | $995K |
| Duncker Streett & Co. Inc. | 0.18% | No change | 1,842 | $993K |
| FRG Family Wealth Advisors LLC | 0.18% | No change | 1,840 | $991K |
| Commons Capital, LLC | 0.90% | New | 1,834 | $988K |
| Institute for Wealth Management, LLC. | 0.12% | Add +0.5% | 1,829 | $985K |
| Presilium Private Wealth, LLC | 0.23% | No change | 1,823 | $982K |
| BFI Infinity Ltd. | 1.06% | — | 1,819 | $980K |
| Capstone Wealth Management Group, LLC | 0.52% | Add +0.1% | 1,813 | $977K |
| CX Institutional | 0.04% | Add +27.9% | 1,811 | $976K |
| Chesapeake Wealth Management | 0.33% | Add +63.7% | 1,811 | $976K |
| Cullen Investment Group, LTD. | 0.14% | Add +56.5% | 1,808 | $974K |
| Main Management LLC | 0.08% | No change | 1,807 | $974K |
| Herbst Group, LLC | 0.61% | Reduce -0.1% | 1,807 | $974K |
| Ritter Daniher Financial Advisory LLC / DE | 0.27% | Reduce -5.2% | 1,807 | $974K |
| Optima Capital LLC | 0.67% | — | 1,811 | $973K |
| Financial Futures Ltd Liability Co. | 0.55% | Reduce -3.6% | 1,805 | $972K |
| Old Mission Capital LLC | 0.02% | New | 1,795 | $967K |
| Wealth Dimensions Group, Ltd. | 0.24% | Add +6.5% | 1,792 | $966K |
| Burns J W & Co. Inc. | 0.12% | Add +6.7% | 1,786 | $962K |
| Howard Financial Services, LTD. | 0.13% | Add +61.9% | 1,784 | $961K |
| Able Wealth Management LLC | 0.63% | Reduce -11.0% | 1,773 | $955K |
| Peoples Financial Services Corp. | 0.44% | Reduce -3.6% | 1,769 | $953K |
| Graney & King, LLC | 0.72% | — | 1,767 | $952K |
| Benchmark Financial Wealth Advisors, LLC | 0.30% | Add +12.2% | 1,759 | $948K |
| Financial Connections Group, Inc. | 0.46% | Add +0.6% | 1,759 | $947K |
| Sage Investment Counsel LLC | 1.23% | — | 1,750 | $943K |
| WealthPLAN Partners, LLC | 0.13% | Add +24.5% | 1,750 | $943K |
| Strategic Wealth Partners, Ltd. | 0.08% | Add +30.4% | 1,681 | $943K |
| Grey Fox Wealth Advisors, LLC | 0.26% | Add +60.5% | 1,749 | $943K |
| Barrett & Company, Inc. | 0.40% | No change | 1,748 | $942K |
| Financial Freedom, LLC | 0.49% | Add +0.1% | 1,742 | $938K |
| LCNB Corp. | 0.34% | No change | 1,740 | $938K |
| Swmg, LLC | 0.37% | Reduce -22.7% | 1,677 | $935K |
| Resources Management Corp. /CT/ | 0.13% | Add +1.1% | 1,733 | $934K |
| FreeGulliver LLC | 0.49% | Add +0.6% | 1,727 | $931K |
| Apollon Financial, LLC | 0.23% | Add +0.4% | 1,724 | $929K |
| McRae Capital Management Inc. | 0.18% | Add +0.2% | 1,721 | $927K |
| Williams & Novak, LLC | 0.89% | Add +1.9% | 1,720 | $927K |
| Twin City Private Wealth, LLC | 0.82% | Add +0.6% | 1,719 | $926K |
| Financial Insights, Inc. | 0.36% | Reduce -7.3% | 1,718 | $926K |
| Accredited Investor Services, LLC | 0.74% | — | 1,710 | $921K |
| Prosperity Consulting Group, LLC | 0.07% | Add +66.0% | 1,710 | $921K |
| Cyrus J. Lawrence, LLC | 0.18% | Add +1302.5% | 1,711 | $921K |
| Richard P Slaughter Associates Inc | 0.21% | No change | 1,707 | $919K |
| WealthBridge Capital Management, LLC | 0.26% | Add +0.2% | 1,706 | $919K |
| First Financial Bank - Trust Division | 0.09% | Add +1.3% | 1,694 | $913K |
| Oakwell Private Wealth Management, LLC | 0.26% | Add +6.8% | 1,691 | $911K |
| NTV Asset Management LLC | 0.12% | Add +0.2% | 1,687 | $909K |
| Eagle Global Advisors LLC | 0.04% | No change | 1,684 | $907K |
| Shaker Investments LLC | 0.38% | Add +0.7% | 1,684 | $907K |
| Wade Financial Advisory, Inc | 0.31% | No change | 1,683 | $907K |
| Summit Asset Management, LLC | 0.16% | Add +15.8% | 1,683 | $907K |
| Dudley Capital Management, LLC | 0.46% | No change | 1,682 | $906K |
| Advance Capital Management, Inc. | 0.04% | Add +0.5% | 1,680 | $905K |
| Chilton Investment Co. Inc. | 0.02% | Add +75.6% | 1,677 | $904K |
| Empirical Finance, LLC | 0.05% | Add +0.6% | 1,673 | $902K |
| SwitchPoint Financial Planning, LLC | 0.86% | — | 1,671 | $900K |
| Ironwood Financial, llc | 0.19% | Add +8.2% | 1,669 | $899K |
| Fairvoy Private Wealth, LLC | 0.24% | — | 1,668 | $899K |
| Delta Financial Group, Inc. | 0.21% | New | 1,667 | $898K |
| Azimuth Capital Investment Management LLC | 0.03% | Add +8.4% | 1,666 | $898K |
| Congress Asset Management Co. | 0.01% | Add +14.5% | 1,665 | $897K |
| Midwest Capital Advisors, LLC | 0.66% | — | 1,664 | $897K |
| Walker Asset Management, LLC | 0.55% | Add +10.3% | 1,662 | $896K |
| Signet Financial Management, LLC | 0.11% | No change | 1,662 | $896K |
| Summit X, LLC | 0.20% | Add +13.6% | 1,657 | $893K |
| Walleye Trading LLC | 0.02% | Reduce -64.1% | 1,656 | $892K |
| Significant Wealth Partners LLC | 0.46% | Add +6.4% | 1,655 | $892K |
| TBH Global Asset Management, LLC | 0.21% | Add +34.5% | 1,651 | $889K |
| Wallace Capital Management Inc. | 0.12% | Reduce -8.8% | 1,647 | $888K |
| Smith Salley Wealth Management | 0.06% | Reduce -2.5% | 1,647 | $888K |
| Arvest Bank Trust Division | 0.05% | Reduce -66.4% | 1,646 | $887K |
| Dupree Financial Group, LLC | 0.43% | Add +0.6% | 1,644 | $886K |
| Forefront Wealth Partners, LLC | 0.66% | — | 1,642 | $885K |
| Great Lakes Advisors, LLC | 0.01% | Add +12.2% | 1,634 | $881K |
| Wealth Management Strategies, Inc. | 0.67% | — | 1,628 | $877K |
| First Nebraska Trust Co | 0.08% | No change | 1,624 | $875K |
| Foguth Wealth Management, LLC. | 0.23% | Add +25.6% | 1,564 | $874K |
| Van Hulzen Asset Management, LLC | 0.06% | Add +9.6% | 1,622 | $874K |
| Interactive Financial Advisors, Inc. | 0.46% | Reduce -6.6% | 1,621 | $874K |
| ORBA Wealth Advisors, L.L.C. | 0.46% | Add +0.3% | 1,619 | $872K |
| Boyce & Associates Wealth Consulting, Inc. | 0.88% | Add +4.0% | 1,617 | $871K |
| Triton Wealth Management, PLLC | 0.45% | Add +10.7% | 1,600 | $870K |
| CLG LLC | 0.31% | — | 1,615 | $870K |
| Carrera Capital Advisors | 0.20% | No change | 1,612 | $869K |
| Kelman-Lazarov, Inc. | 0.16% | Reduce -71.4% | 1,612 | $869K |
| Creekside Partners | 0.45% | Add +8.0% | 1,611 | $868K |
| Catalyst Private Wealth, LLC | 0.39% | Add +7.4% | 1,605 | $865K |
| Harbor Group, Inc. | 0.19% | Add +51.6% | 1,601 | $863K |
| Washington Capital Management, Inc. | 0.68% | Reduce -4.5% | 1,599 | $862K |
| White Knight Strategic Wealth Advisors, LLC | 0.36% | Add +100.3% | 1,598 | $861K |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.09% | No change | 1,586 | $855K |
| Prostatis Group LLC | 0.25% | Reduce -16.9% | 1,586 | $854K |
| Revisor Wealth Management LLC | 0.79% | Add +5.9% | 1,579 | $854K |
| Maiden Cove Capital, LLC | 1.30% | Add +19.3% | 1,583 | $853K |
| Vestment Financial LLC | 0.65% | — | 1,571 | $850K |
| GAMMA Investing LLC | 0.07% | Add +23.3% | 1,573 | $848K |
| Morey & Quinn Wealth Partners, LLC | 0.72% | — | 1,573 | $847K |
| Financial Management Network Inc. | 0.18% | Add +8.5% | 1,555 | $847K |
| Arcadia Investment Advisors LLC | 0.46% | Reduce -12.3% | 1,569 | $845K |
| Broadview Financial Management, LLC | 0.60% | Add +0.3% | 1,565 | $843K |
| Dimension Capital Management LLC | 0.14% | No change | 1,565 | $843K |
| Strata Wealth Advisors, LLC | 0.26% | Add +20.3% | 1,562 | $842K |
| Forum Private Client Group LLC | 0.37% | Add +3.0% | 1,561 | $841K |
| Penn Davis McFarland Inc. | 0.09% | No change | 1,560 | $841K |
| GatePass Capital, LLC | 0.93% | — | 1,558 | $840K |
| Cornell Pochily Investment Advisors, Inc. | 0.29% | Reduce -3.0% | 1,558 | $840K |
| Sequent Planning LLC | 0.31% | Add +10.0% | 1,557 | $839K |
| Sachetta, LLC | 0.33% | Reduce -1.1% | 1,556 | $838K |
| Watchman Group, Inc. | 0.22% | Add +2.4% | 1,552 | $836K |
| Catalina Capital Group, LLC | 0.28% | Add +107.1% | 1,551 | $836K |
| Tilia Fiduciary Partners, Inc. | 0.57% | Add +26.7% | 1,547 | $834K |
| Brogan Financial, Inc. | 0.41% | Add +0.7% | 1,547 | $834K |
| Stenger Family Office, LLC | 0.28% | — | 1,547 | $833K |
| Woodley Farra Manion Portfolio Management Inc. | 0.04% | Add +0.1% | 1,546 | $833K |
| Moody LYNN Lieberson & Walker, LLC | 0.05% | Add +4.0% | 1,545 | $832K |
| Tidemark, LLC | 0.32% | Add +27.1% | 1,544 | $832K |
| Obsidian Personal Planning Solutions LLC | 0.40% | Add +95.7% | 1,503 | $832K |
| City State Bank | 0.29% | Add +0.1% | 1,543 | $831K |
| Lane & Associates LLC | 0.43% | Reduce -1.1% | 1,499 | $830K |
| Ehrlich Financial Group | 0.59% | Reduce -15.9% | 1,539 | $829K |
| Hudson Value Partners, LLC | 0.31% | Reduce -6.1% | 1,537 | $828K |
| Brooklyn Investment Group | 0.25% | New | 1,537 | $828K |
| First Wilshire Securities Management Inc. | 0.22% | No change | 1,533 | $826K |
| FC Advisory LLC | 0.28% | Add +0.7% | 1,533 | $826K |
| City National Bank of Florida | 0.75% | — | 1,530 | $824K |
| MOKAN Wealth Management Inc. | 0.52% | — | 1,527 | $823K |
| Lake Hills Wealth Management, LLC | 0.56% | No change | 1,527 | $823K |
| Crews Bank & Trust | 0.14% | — | 1,525 | $822K |
| Chiron Capital Management, LLC | 0.77% | Add +1.3% | 1,522 | $820K |
| GW&K Investment Management, LLC | 0.01% | New | 1,522 | $820K |
| Lakewood Asset Management LLC | 0.56% | No change | 1,514 | $816K |
| RVW Wealth, LLC | 0.08% | Add +93.5% | 1,511 | $814K |
| Steigerwald, Gordon & Koch Inc. | 0.09% | Add +0.3% | 1,509 | $814K |
| Silverlake Wealth Management LLC | 0.31% | Add +123.2% | 1,509 | $813K |
| Farmers Trust Co. | 0.15% | Add +50.9% | 1,509 | $813K |
| Main Street Group, LTD | 0.34% | Add +33.1% | 1,505 | $811K |
| Spectrum Planning & Advisory Services Inc. | 0.70% | Reduce -14.7% | 1,504 | $811K |
| Pathway Financial Advisors LLC | 0.19% | Reduce -1.8% | 1,502 | $809K |
| PKS Advisory Services, LLC | 0.20% | — | 1,499 | $808K |
| Integrity Wealth Solutions LLC | 0.45% | Add +1.8% | 1,497 | $806K |
| Arbor Wealth Advisors LLC | 0.72% | No change | 1,496 | $806K |
| Hall Capital Management Co. Inc. | 0.38% | — | 1,496 | $806K |
| Covington Investment Advisors Inc. | 0.12% | Reduce -1.0% | 1,496 | $806K |
| Maryland Capital Advisors Inc. | 0.37% | Add +5860.0% | 1,490 | $803K |
| National Wealth Management Group, LLC | 0.53% | Add +52.7% | 1,489 | $802K |
| Paulson Wealth Management Inc. | 0.22% | Reduce -22.7% | 1,485 | $800K |
| Main Street Research LLC | 0.05% | Add +52.1% | 1,472 | $793K |
| Jessup Wealth Management, Inc | 0.34% | Add +20.6% | 1,471 | $793K |
| Fingerlakes Wealth Management, Inc. | 0.64% | Add +0.5% | 1,470 | $792K |
| DiNuzzo Private Wealth, Inc. | 0.10% | No change | 1,468 | $791K |
| Flywheel Private Wealth LLC | 0.72% | — | 1,464 | $789K |
| Cumberland Partners Ltd | 0.06% | No change | 1,463 | $788K |
| Pavion Blue Capital, LLC | 0.37% | Reduce -1.4% | 1,451 | $782K |
| Colonial Trust Co / SC | 0.12% | Reduce -0.1% | 1,448 | $780K |
| Trivant Custom Portfolio Group, LLC | 0.46% | No change | 1,447 | $780K |
| Bouchey Financial Group, Ltd. | 0.07% | Add +0.6% | 1,446 | $779K |
| CGN Advisors LLC | 0.08% | Reduce -34.3% | 1,445 | $779K |
| B & T Capital Management DBA Alpha Capital Management | 0.14% | Reduce -4.7% | 1,444 | $778K |
| Wealth Alliance, LLC | 0.09% | Reduce -0.3% | 1,444 | $778K |
| Refined Wealth Management | 0.59% | Add +1.4% | 1,443 | $778K |
| Berkshire Asset Management LLC | 0.04% | Reduce -5.0% | 1,390 | $777K |
| Wealth Forward, LLC | 0.55% | No change | 1,437 | $774K |
| Rinkey Investments | 0.25% | Add +4.6% | 1,435 | $773K |
| RPS Advisory Solutions LLC | 0.48% | Add +24.1% | 1,434 | $773K |
| Pine Harbor Wealth Management, LLC | 0.31% | Add +0.8% | 1,430 | $771K |
| Acorn Wealth Advisors, LLC | 0.32% | Reduce -17.7% | 1,431 | $771K |
| Astoria Strategic Wealth, Inc. | 0.23% | No change | 1,430 | $770K |
| Abundance Wealth Counselors | 0.17% | No change | 1,430 | $770K |
| TrinityPoint Wealth, LLC | 0.11% | Add +17.4% | 1,426 | $768K |
| Anchor Pointe Wealth Management, LLC | 1.00% | — | 1,417 | $767K |
| Unique Wealth Strategies, LLC | 0.34% | Add +3.4% | 1,421 | $766K |
| Interchange Capital Partners, LLC | 0.28% | Add +0.3% | 1,417 | $764K |
| Holos Integrated Wealth LLC | 0.52% | — | 1,416 | $763K |
| Shira Ridge Wealth Management | 0.37% | Reduce -0.6% | 1,416 | $763K |
| Northwest Capital Management Inc | 0.33% | Reduce -21.0% | 1,415 | $762K |
| Porter White Investment Advisors, Inc. | 0.39% | Add +1.3% | 1,414 | $762K |
| Collaborative Wealth Managment Inc. | 0.34% | Reduce -1.1% | 1,411 | $760K |
| Consilium Wealth Advisory, LLC | 0.36% | No change | 1,403 | $756K |
| Ashford Advisors, LLC | 0.17% | No change | 1,402 | $755K |
| McLean Asset Management Corp | 0.23% | Add +0.1% | 1,400 | $754K |
| Hopwood Financial Services, Inc. | 0.57% | — | 1,398 | $754K |
| FinDec Wealth Services, Inc. | 0.52% | Reduce -50.5% | 1,393 | $751K |
| NFSG Corp | 0.19% | New | 1,393 | $751K |
| First National Bank of Mount Dora, Trust Investment Services | 0.17% | Reduce -51.0% | 1,388 | $748K |
| Yoffe Investment Management, LLC | 1.11% | — | 1,384 | $746K |
| Texas Bank & Trust Co | 0.31% | — | 1,380 | $744K |
| O'Dell Group, LLC | 0.17% | Add +39.0% | 1,376 | $741K |
| OLIO Financial Planning | 0.26% | Add +8.9% | 1,367 | $737K |
| Goelzer Investment Management, Inc. | 0.04% | Add +38.8% | 1,363 | $734K |
| Nemes Rush Group LLC | 0.09% | Add +82.6% | 1,357 | $731K |
| Capital Analysts, LLC | 0.03% | Reduce -34.0% | 1,357 | $731K |
| ArborFi Advisors, LLC | 0.73% | — | 1,355 | $730K |
| Foster Victor Wealth Advisors, LLC | 0.06% | Add +50.7% | 1,328 | $730K |
| Cornerstone Planning Group LLC | 0.18% | Reduce -3.3% | 1,311 | $723K |
| Ledyard National Bank | 0.07% | Add +43.9% | 1,340 | $722K |
| GFS Advisors, LLC | 0.11% | New | 1,340 | $722K |
| GPS Wealth Strategies Group, LLC | 0.09% | Add +65.6% | 1,340 | $722K |
| Tillman Hartley LLC | 0.21% | Reduce -6.4% | 1,339 | $721K |
| Balefire, LLC | 0.25% | Add +3.6% | 1,337 | $719K |
| Amara Financial, Llc. | 0.66% | Add +0.5% | 1,333 | $718K |
| Investmark Advisory Group LLC | 0.35% | Add +0.6% | 1,331 | $718K |
| Boston Financial Mangement LLC | 0.02% | Reduce -29.2% | 1,332 | $717K |
| Galvin, Gaustad & Stein, LLC | 0.06% | Reduce -0.1% | 1,327 | $715K |
| Opes Wealth Management LLC | 0.15% | Add +19.4% | 1,324 | $714K |
| Cahill Wealth Management, LLC | 0.36% | Add +2.0% | 1,322 | $712K |
| Meridian Financial Advisors, LLC | 0.49% | Add +4.3% | 1,321 | $712K |
| Matauro, LLC | 0.15% | — | 1,320 | $711K |
| Foster & Motley Inc. | 0.05% | Reduce -0.1% | 1,319 | $711K |
| Owen LaRue, LLC | 0.37% | New | 1,313 | $707K |
| Central Bank & Trust Co. | 0.11% | Reduce -0.7% | 1,307 | $704K |
| Formidable Asset Management, LLC | 0.12% | Reduce -25.6% | 1,306 | $704K |
| Altfest L J & Co. Inc. | 0.09% | Reduce -54.5% | 1,306 | $704K |
| Howe & Rusling Inc. | 0.06% | Reduce -26.3% | 1,303 | $702K |
| Concorde Asset Management, LLC | 0.37% | Add +4.1% | 1,302 | $702K |
| Brandywine Oak Private Wealth LLC | 0.07% | Add +32.6% | 1,301 | $701K |
| Howard Capital Management Group, LLC | 0.05% | Reduce -3.4% | 1,296 | $698K |
| Kennedy Investment Group, Inc. | 0.32% | Add +8.4% | 1,295 | $698K |
| Firestone Capital Management | 0.17% | Add +5.2% | 1,294 | $697K |
| Mills Wealth Advisors LLC | 0.40% | Add +4.0% | 1,292 | $696K |
| CBIZ Investment Advisory Services, LLC | 0.03% | No change | 1,291 | $696K |
| Cerro Pacific Wealth Advisors LLC | 0.23% | Add +1.4% | 1,317 | $695K |
| Warther Private Wealth, LLC | 0.24% | Add +8.3% | 1,289 | $695K |
| Allen Capital Group, LLC | 0.09% | Reduce -5.2% | 1,288 | $694K |
| Emprise Bank | 0.39% | No change | 1,286 | $693K |
| American Money Management, LLC | 0.13% | Reduce -0.8% | 1,282 | $691K |
| Castleview Partners, LLC | 0.37% | Reduce -0.1% | 1,285 | $691K |
| Dearborn Partners LLC | 0.03% | Reduce -1.5% | 1,281 | $690K |
| MTM Investment Management, LLC | 0.27% | Add +11.0% | 1,279 | $689K |
| XY Planning Network, Inc. | 0.52% | — | 1,277 | $688K |
| Essex LLC | 0.14% | Reduce -22.8% | 1,275 | $687K |
| SageOak Financial, LLC | 0.63% | — | 1,274 | $686K |
| Northern Capital Management, Inc. | 0.42% | Add +2.1% | 1,273 | $686K |
| Woodward Diversified Capital, LLC | 0.50% | Add +5.5% | 1,273 | $686K |
| Gould Asset Management LLC | 0.14% | No change | 1,271 | $685K |
| Jamison Private Wealth Management, Inc. | 0.10% | Add +5.4% | 1,271 | $685K |
| Griffin Asset Management, Inc. | 0.08% | Reduce -11.8% | 1,268 | $683K |
| Roberts Wealth Advisors, LLC | 0.21% | New | 1,250 | $681K |
| STAR Financial Bank | 0.49% | No change | 1,260 | $679K |
| Addison Advisors LLC | 0.19% | Reduce -22.6% | 1,260 | $679K |
| Signature Wealth Management Group | 0.27% | Reduce -0.7% | 1,254 | $676K |
| Nottingham Advisors, Inc. | 0.09% | Reduce -54.2% | 1,252 | $675K |
| Alpha Zero LLC | 0.51% | — | 1,251 | $674K |
| Bulltick Wealth Management, LLC | 0.16% | Add +8.3% | 1,250 | $674K |
| Old Second National Bank of Aurora | 0.15% | Add +0.8% | 1,250 | $674K |
| Berkeley Capital Partners, LLC | 0.19% | Add +0.8% | 1,247 | $672K |
| JNBA Financial Advisors | 0.07% | Add +7.4% | 1,246 | $671K |
| Retirement Solution LLC | 0.18% | Reduce -7.7% | 1,243 | $670K |
| Fiduciary Financial Group, LLC | 0.15% | New | 1,253 | $669K |
| Harvest Investment Advisors, LLC | 0.46% | Add +0.8% | 1,235 | $665K |
| Trellis Wealth Advisors LLC | 0.33% | Add +10.3% | 1,229 | $662K |
| Wealth Management Associates, Inc. | 0.28% | Add +3.3% | 1,227 | $661K |
| Allegheny Financial Group | 0.17% | New | 1,216 | $655K |
| Tarbox Family Office, Inc. | 0.11% | No change | 1,215 | $655K |
| Group One Trading LLC | 0.02% | New | 1,211 | $652K |
| Knightsbridge Asset Management, LLC | 0.15% | No change | 1,210 | $652K |
| Tower View Wealth Management LLC | 0.34% | Add +0.3% | 1,206 | $650K |
| Kieckhefer Group LLC | 0.39% | — | 1,204 | $649K |
| Ironvine Capital Partners, LLC | 0.07% | Reduce -0.3% | 1,202 | $648K |
| Peterson Wealth Advisors, LLC | 0.12% | Add +9.8% | 1,189 | $647K |
| REDW Wealth LLC | 0.22% | Reduce -15.8% | 1,198 | $645K |
| Hazlett, Burt & Watson, Inc. | 0.29% | Add +82.7% | 1,195 | $645K |
| Ulland Investment Advisors, LLC | 0.44% | Add +19.5% | 1,195 | $644K |
| Aquire Wealth Advisors, LLC | 0.20% | Reduce -0.6% | 1,195 | $644K |
| Highland Capital Management, LLC | 0.04% | Add +2.5% | 1,195 | $644K |
| Fiduciary Alliance LLC | 0.07% | Add +143.7% | 1,194 | $643K |
| Insight Inv LLC | 0.45% | Add +210.1% | 1,194 | $643K |
| Reyes Financial Architecture, Inc. | 0.51% | — | 1,193 | $643K |
| Legacy Bridge, LLC | 0.33% | No change | 1,192 | $642K |
| MPWM Advisory Solutions, LLC | 0.47% | — | 1,192 | $642K |
| Advisory Resource Group | 0.14% | Add +3.5% | 1,189 | $641K |
| Adell Harriman & Carpenter Inc. | 0.04% | Add +72.7% | 1,188 | $640K |
| W Advisors, LLC | 0.40% | Add +23.5% | 1,188 | $640K |
| Hoge Financial Services, LLC | 0.47% | Add +6.5% | 1,188 | $640K |
| Fortitude Advisory Group L.L.C. | 0.39% | Add +2.1% | 1,186 | $639K |
| Teachers Insurance & Annuity Association of America | 0.84% | Reduce -13.2% | 1,183 | $637K |
| Wells Trecaso Financial Group, LLC | 0.21% | Add +9.2% | 1,182 | $637K |
| Strategy Asset Managers LLC | 0.12% | Reduce -15.8% | 1,180 | $636K |
| Lakeridge Wealth Management LLC | 0.33% | Add +0.2% | 1,179 | $635K |
| AssuredPartners Investment Advisors, LLC | 0.12% | — | 1,178 | $635K |
| Family Capital Management, Inc. | 0.38% | Add +0.2% | 1,177 | $634K |
| NRI Wealth Management LC | 0.44% | — | 1,175 | $633K |
| Rothschild Capital Partners, LLC | 0.15% | Reduce -6.3% | 1,175 | $633K |
| Punch & Associates Investment Management, Inc. | 0.03% | Add +853.7% | 1,173 | $632K |
| Curtis Advisory Group, LLC | 0.17% | Reduce -18.5% | 1,173 | $632K |
| Novus Advisors, LLC | 0.63% | — | 1,172 | $631K |
| Matisse Capital | 0.32% | Add +40.2% | 1,171 | $631K |
| Valley National Advisers Inc. | 0.11% | Reduce -7.3% | 1,172 | $631K |
| Regent Peak Wealth Advisors LLC | 0.14% | No change | 1,168 | $629K |
| Hurlow Wealth Management Group, Inc. | 0.20% | Add +8.8% | 1,167 | $629K |
| Cahaba Wealth Management, Inc. | 0.05% | Reduce -15.8% | 1,166 | $628K |
| TCTC Holdings, LLC | 0.02% | New | 1,163 | $627K |
| Hickory Point Bank & Trust | 0.56% | — | 1,161 | $626K |
| Pineridge Advisors LLC | 0.24% | Reduce -12.6% | 1,161 | $625K |
| Shepherd Kaplan Krochuk, LLC | 0.52% | Reduce -0.6% | 1,160 | $625K |
| Montis Financial, LLC | 0.19% | No change | 1,160 | $625K |
| Bar Harbor Wealth Management | 0.04% | No change | 1,160 | $625K |
| Financial Advisors, LLC | 0.12% | Add +0.1% | 1,159 | $624K |
| Financial Partners Group, LLC | 0.26% | Add +6.3% | 1,157 | $623K |
| Cura Wealth Advisors, LLC | 0.28% | — | 1,155 | $622K |
| Voya Investment Management LLC | 0.00% | Reduce -40.6% | 1,154 | $622K |
| Cape Investment Advisory, Inc. | 0.24% | Add +23.5% | 1,150 | $619K |
| Aerodigm Wealth, LLC | 0.37% | New | 1,148 | $618K |
| Sharp Wealth Advisory, LLC | 0.47% | Add +12.6% | 1,144 | $616K |
| Beckerman Institutional, LLC | 0.49% | Reduce -15.2% | 1,141 | $615K |
| Northwest Bank & Trust Co | 0.45% | No change | 1,108 | $613K |
| Cordant, Inc. | 0.32% | No change | 1,133 | $610K |
| Trifecta Capital Advisors, LLC | 0.12% | Add +8.8% | 1,129 | $608K |
| USAdvisors Wealth Management, LLC | 0.20% | Add +1.0% | 1,129 | $608K |
| Manske Wealth Management | 0.24% | — | 1,125 | $606K |
| Iron Gate Global Advisors LLC | 0.09% | Reduce -0.1% | 1,125 | $606K |
| Mountain Pacific Investment Advisers LLC | 0.04% | No change | 1,125 | $606K |
| Guided Capital Wealth Management, LLC | 0.56% | — | 1,124 | $606K |
| Clarity Financial LLC | 0.07% | Reduce -20.9% | 1,121 | $604K |
| Wealthcare Capital Management LLC | 0.06% | Reduce -5.3% | 1,119 | $603K |
| Centerpoint Advisory Group | 0.58% | — | 1,117 | $602K |
| Pacific Financial Group Inc. | 0.45% | Reduce -1.9% | 1,117 | $602K |
| Willow Creek Wealth Management Inc. | 0.06% | Add +14.1% | 1,115 | $601K |
| Buska Wealth Management, LLC | 0.19% | Reduce -24.6% | 1,114 | $600K |
| Payne Capital Management, LLC | 0.26% | — | 1,113 | $600K |
| Old North State Wealth Management, LLC | 0.34% | Add +15.3% | 1,108 | $600K |
| Insight Wealth Strategies, LLC | 0.08% | Reduce -53.7% | 1,112 | $599K |
| Gryphon Financial Partners LLC | 0.09% | Reduce -1.2% | 1,112 | $599K |
| Tevis Investment Management | 0.44% | New | 1,110 | $598K |
| Beacon Financial Planning, Inc. | 0.35% | Reduce -5.0% | 1,110 | $598K |
| Silver Coast Investments LLC | 0.23% | Add +181.4% | 1,106 | $596K |
| Scientech Research LLC | 0.17% | New | 1,104 | $595K |
| GFG Capital, LLC | 0.16% | Reduce -15.9% | 1,103 | $594K |
| Tucker Asset Management LLC | 0.13% | Add +66.8% | 1,101 | $593K |
| Campion Asset Management | 0.45% | No change | 1,100 | $593K |
| Bearing Point Capital, LLC | 0.12% | — | 1,100 | $593K |
| Dakota Community Bank & Trust NA | 2.82% | Add +37.7% | 1,099 | $592K |
| Elk River Wealth Management LLC | 0.11% | No change | 1,099 | $592K |
| Lee Financial Co | 0.08% | Add +8.9% | 1,099 | $592K |
| River Street Advisors LLC | 0.30% | Add +20.0% | 1,096 | $591K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.15% | Add +173.1% | 1,095 | $590K |
| Shakespeare Wealth Management, LLC | 0.16% | Add +0.4% | 1,095 | $590K |
| NCM Capital Management, LLC | 0.27% | New | 1,094 | $589K |
| Coston, McIsaac & Partners | 0.17% | Reduce -0.1% | 1,093 | $588K |
| Towercrest Capital Management | 0.09% | Add +0.5% | 1,089 | $587K |
| Holderness Investments Co. | 0.13% | Add +2.5% | 1,087 | $586K |
| Santori & Peters, Inc. | 0.22% | Add +2.6% | 1,086 | $585K |
| Palacios Wealth Management, LLC | 0.63% | — | 1,075 | $585K |
| Triumph Capital Management | 0.20% | Add +6.6% | 1,082 | $583K |
| First Citizens Financial Corp | 0.32% | No change | 1,080 | $582K |
| Dominguez Wealth Management Solutions, Inc. | 0.42% | Add +0.3% | 1,080 | $582K |
| Studio Investment Management LLC | 0.12% | Add +19.0% | 1,079 | $581K |
| William Howard & Co Financial Advisors Inc | 0.53% | Add +6.6% | 1,078 | $581K |
| Armor Investment Advisors, LLC | 0.24% | No change | 1,077 | $581K |
| Sei Investments Co. | 0.00% | Add +8.7% | 1,077 | $580K |
| Flagship Wealth Advisors, LLC | 0.34% | — | 1,075 | $579K |
| Sunbelt Securities, Inc. | 0.05% | Reduce -3.6% | 1,070 | $579K |
| Paragon Financial Partners, Inc. | 0.44% | Add +2.8% | 1,073 | $578K |
| One Charles Private Wealth Services, LLC | 0.19% | New | 1,067 | $575K |
| GDS Wealth Management | 0.05% | Add +16.0% | 1,067 | $575K |
| Key Financial Inc | 0.13% | Add +12.9% | 1,064 | $573K |
| M.E. Allison & Co., Inc. | 0.63% | — | 1,060 | $572K |
| Mascagni Wealth Management, Inc. | 0.57% | — | 1,111 | $571K |
| Guerra Advisors Inc | 0.32% | — | 1,058 | $570K |
| Lodestone Wealth Management LLC | 0.29% | Add +0.6% | 1,057 | $570K |
| Legacy Wealth Asset Management, LLC | 0.15% | No change | 1,057 | $570K |
| Trust Co | 0.07% | Add +230.3% | 1,057 | $570K |
| Squire Investment Management Company, LLC | 0.25% | Add +3.8% | 1,055 | $569K |
| Avalon Advisory Group | 0.26% | Add +2.1% | 1,054 | $568K |
| American Institute for Advanced Investment Management, LLP | 0.42% | No change | 1,054 | $568K |
| 3EDGE Asset Management, LP | 0.04% | Reduce -4.4% | 1,052 | $567K |
| Kolinsky Wealth Management, LLC | 0.35% | Add +13.4% | 1,051 | $566K |
| White Pine Capital LLC | 0.19% | No change | 1,050 | $566K |
| Luts & Greenleigh Group, Inc. | 0.56% | Add +2.7% | 1,049 | $565K |
| Curi Capital, LLC | 0.01% | Reduce -3.1% | 1,046 | $564K |
| Mach-1 Financial Group, LLC | 1.02% | Add +74.5% | 1,045 | $563K |
| Pathway Financial Advisers, LLC | 0.19% | Add +4.5% | 1,041 | $561K |
| Aspect Partners, LLC | 0.32% | Add +2066.7% | 1,040 | $560K |
| Bay Rivers Group | 0.27% | Reduce -3.8% | 1,039 | $560K |
| Van Den Berg Management I, Inc. | 0.16% | Reduce -2.2% | 1,035 | $558K |
| HTLF Bank | 0.06% | No change | 1,035 | $558K |
| Missouri Trust & Investment Co | 0.20% | Reduce -0.5% | 1,034 | $557K |
| Hartford Financial Management Inc. | 0.11% | No change | 1,034 | $557K |
| Rothschild & Co Wealth Management UK Ltd | 0.01% | No change | 1,028 | $554K |
| Kropog Financial Group, LLC | 0.51% | — | 1,027 | $553K |
| ETF Store, Inc. | 0.69% | Reduce -7.4% | 1,025 | $552K |
| Sherrill & Hutchins Financial Advisory, Inc | 0.49% | Add +0.3% | 1,024 | $552K |
| Stone Summit Wealth LLC | 0.18% | No change | 1,023 | $551K |
| Laidlaw Wealth Management LLC | 0.24% | Reduce -2.5% | 1,022 | $551K |
| Ergawealth Advisors, Inc. | 0.27% | New | 1,015 | $547K |
| Mattern Wealth Management LLC | 0.12% | Add +66.6% | 1,006 | $542K |
| MidAtlantic Capital Management, Inc. | 0.40% | Add +2.5% | 1,006 | $542K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.59% | — | 1,005 | $542K |
| Intelligence Driven Advisers, LLC | 0.10% | Reduce -10.9% | 1,003 | $540K |
| Stanich Group LLC | 0.40% | — | 1,002 | $540K |
| Leigh Baldwin & Co., LLC | 0.45% | — | 1,000 | $539K |
| Aprio Wealth Management, LLC | 0.08% | Add +17.0% | 1,000 | $539K |
| Midwest Financial Group LLC | 0.31% | Add +84.1% | 998 | $538K |
| Catalyst Financial Partners LLC | 0.10% | Add +147.8% | 996 | $537K |
| Oak Hill Wealth Advisors, LLC | 0.13% | — | 993 | $535K |
| AAF Wealth Management, LLC | 0.27% | Reduce -13.8% | 991 | $534K |
| Northcape Wealth Management, LLC | 0.17% | Add +10.0% | 990 | $533K |
| 1832 Asset Management L.P. | 0.00% | No change | 990 | $533K |
| LifeSteps Financial, Inc. | 0.41% | Add +2.0% | 988 | $532K |
| Exchange Bank | 0.43% | Add +30.3% | 988 | $532K |
| Future You Wealth LLC | 0.38% | — | 982 | $529K |
| Sicart Associates LLC | 0.19% | No change | 982 | $529K |
| SPC Financial, Inc. | 0.05% | Reduce -21.3% | 982 | $529K |
| Cranbrook Wealth Management, LLC | 0.12% | Add +4.1% | 980 | $528K |
| tru Independence LLC | 0.17% | No change | 979 | $528K |
| Signature Resources Capital Management, LLC | 0.47% | Reduce -4.5% | 979 | $527K |
| Shulman DeMeo Asset Management LLC | 0.14% | Add +0.4% | 978 | $527K |
| Priebe Wealth Holdings LLC | 0.36% | Add +55.2% | 976 | $526K |
| Retirement Planning Group, LLC / NY | 0.58% | — | 974 | $525K |
| McHugh Group, LLC | 0.40% | — | 970 | $523K |
| Poehling Capital Management, INC. | 0.13% | No change | 969 | $522K |
| Sterling Investment Advisors, Ltd. | 0.13% | New | 968 | $522K |
| TKG Advisors, LLC | 0.24% | Add +1.2% | 931 | $520K |
| Cornerstone Planning, LLC | 0.20% | — | 957 | $516K |
| Heartwood Wealth Advisors LLC | 0.06% | No change | 957 | $516K |
| Providence Capital Advisors, LLC | 0.10% | Add +141.4% | 956 | $516K |
| Hager Investment Management Services, LLC | 0.32% | — | 956 | $515K |
| Winebrenner Capital Management LLC | 0.40% | — | 954 | $514K |
| Ullmann Wealth Partners Group, LLC | 0.07% | No change | 952 | $513K |
| Accretive Wealth Partners, LLC | 0.22% | No change | 951 | $512K |
| PrairieView Partners, LLC | 0.05% | Reduce -1.3% | 951 | $512K |
| Lockerman Financial Group, Inc. | 0.87% | Add +69.6% | 950 | $512K |
| Bigelow Investment Advisors, LLC | 0.24% | Reduce -6.6% | 948 | $511K |
| Pillar Financial Advisors, LLC | 0.39% | — | 946 | $510K |
| Addison Capital Co | 0.20% | Add +9.0% | 943 | $508K |
| Sterling Wealth Management, Inc. | 0.19% | Add +0.5% | 941 | $507K |
| Neumann Capital Management, LLC | 0.17% | Add +65.8% | 940 | $506K |
| Forte Capital LLC | 0.06% | Add +2.3% | 940 | $506K |
| Atlas Private Wealth Advisors | 0.07% | Add +1.9% | 938 | $505K |
| Indie Asset Partners, LLC | 0.40% | Add +28.7% | 937 | $505K |
| Columbia River Financial Group, LLC | 0.35% | — | 936 | $504K |
| Keystone Financial Services | 0.19% | New | 934 | $503K |
| Summit Investment Advisory Services, LLC | 0.26% | Add +0.5% | 932 | $502K |
| Hedeker Wealth, LLC | 0.13% | Reduce -5.8% | 932 | $502K |
| Strait & Sound Wealth Management LLC | 0.23% | Reduce -5.6% | 932 | $502K |
| Rosenblum Silverman Sutton S F Inc. | 0.13% | Reduce -6.6% | 926 | $499K |
| Stonebrook Private Inc. | 0.13% | Add +5.3% | 926 | $499K |
| Plan A Wealth LLC | 0.46% | — | 924 | $498K |
| Leeward Financial Partners, LLC | 0.18% | No change | 924 | $498K |
| Concord Wealth Partners | 0.08% | Add +45.3% | 921 | $496K |
| D. Scott Neal, Inc. | 0.27% | No change | 917 | $494K |
| Great Lakes Retirement, Inc. | 0.06% | Reduce -12.9% | 917 | $494K |
| Claret Asset Management Corp | 0.08% | Reduce -5.2% | 917 | $494K |
| Appleton Partners Inc. | 0.04% | Add +6.3% | 914 | $493K |
| Guardian Wealth Advisors, LLC | 0.32% | Add +19.4% | 915 | $493K |
| Davidson Trust Co. | 0.25% | Reduce -3.8% | 911 | $491K |
| Octavia Wealth Advisors, LLC | 0.06% | Add +1.3% | 907 | $489K |
| Signet Investment Advisory Group, Inc. | 0.25% | New | 907 | $489K |
| DSG Capital Advisors, LLC | 0.09% | — | 906 | $488K |
| E Fund Management Co., Ltd. | 0.02% | New | 906 | $488K |
| E Fund Management (Hong Kong) Co., Ltd. | 0.39% | New | 906 | $488K |
| PCG Wealth Advisors, LLC | 0.18% | Add +4.6% | 905 | $487K |
| Syntegra Private Wealth Group, LLC | 0.06% | Add +6.1% | 903 | $487K |
| Summit Investment Advisors, Inc. | 0.43% | — | 868 | $487K |
| Fortune Financial Advisors, LLC | 0.44% | New | 903 | $487K |
| Citrine Capital LLC | 0.36% | — | 903 | $487K |
| Atticus Wealth Management, LLC | 0.15% | Reduce -3.9% | 902 | $486K |
| Fortis Group Advisors, LLC | 0.09% | Reduce -8.0% | 900 | $485K |
| Schmidt P J Investment Management Inc. | 0.08% | No change | 899 | $484K |
| Rollins Financial Advisors, LLC | 0.08% | Reduce -0.1% | 897 | $484K |
| Alta Wealth Advisors LLC | 0.21% | Add +0.7% | 897 | $483K |
| Mason Investment Advisory Services, Inc. | 0.03% | Reduce -8.1% | 896 | $483K |
| Navalign, LLC | 0.14% | Reduce -9.0% | 896 | $483K |
| Burns Matteson Capital Management, LLC | 0.27% | Add +3.5% | 896 | $483K |
| Parker Financial LLC | 0.24% | New | 895 | $482K |
| Accurate Wealth Management, LLC | 0.09% | Add +7.4% | 903 | $482K |
| Orion Capital Management LLC | 0.21% | No change | 894 | $482K |
| Proquility Private Wealth Partners, LLC | 0.16% | New | 893 | $482K |
| DKM Wealth Management, Inc. | 0.45% | — | 889 | $479K |
| Fayez Sarofim & Co | 0.00% | No change | 884 | $476K |
| Stiles Financial Services Inc | 0.17% | No change | 883 | $476K |
| ROI Financial Advisors, LLC | 0.32% | Reduce -1.4% | 882 | $475K |
| Joseph P. Lucia & Associates, LLC | 0.21% | Reduce -0.5% | 882 | $475K |
| Potentia Wealth | 0.21% | — | 882 | $475K |
| Riversedge Advisors, LLC | 0.11% | Add +0.5% | 879 | $474K |
| Haven Private, LLC | 0.26% | — | 878 | $473K |
| Crown Wealth Group, LLC | 0.19% | Add +28.4% | 878 | $473K |
| Colton Groome Financial Advisors, LLC | 0.18% | Reduce -19.9% | 876 | $472K |
| Southern Style Financial, Inc. | 0.38% | — | 875 | $472K |
| Carson Advisory Inc. | 0.33% | Add +11.0% | 875 | $472K |
| Antonelli Financial Advisors, LLC | 0.40% | — | 870 | $469K |
| MRWM Advisors, LLC | 0.37% | — | 870 | $469K |
| Convergence Financial, LLC | 0.09% | Add +14.8% | 870 | $469K |
| Cypress Financial Planning LLC | 0.17% | Add +16.7% | 868 | $468K |
| Taylor Financial Group, Inc. | 0.32% | No change | 867 | $467K |
| Lighthouse Financial LLC | 0.38% | — | 862 | $464K |
| Patten Group, Inc. | 0.10% | Reduce -7.8% | 858 | $462K |
| Granite Bay Wealth Management, LLC | 0.17% | New | 855 | $461K |
| Private Capital Management, LLC | 0.05% | Reduce -7.6% | 855 | $461K |
| Orleans Capital Management Corp. | 0.26% | Add +94.8% | 828 | $461K |
| Ceera Investments, LLC | 0.16% | Add +13.3% | 855 | $461K |
| Brown, Lisle/Cummings, Inc. | 0.14% | No change | 854 | $460K |
| New Capital Management LP | 0.13% | Reduce -1.6% | 852 | $459K |
| Moseley Investment Management Inc. | 0.18% | Reduce -0.8% | 851 | $459K |
| Capital Investment Services of America, Inc. | 0.04% | Add +5.3% | 848 | $457K |
| Halbert Hargrove Global Advisors, LLC | 0.03% | Reduce -27.9% | 846 | $456K |
| American Capital Advisory, LLC | 0.25% | Reduce -1.2% | 845 | $455K |
| BWM Planning, LLC | 0.20% | Add +6.7% | 844 | $455K |
| Master's Wealth Management Inc. | 0.24% | — | 844 | $455K |
| Nelson Capital Management, LLC | 0.08% | Reduce -8.8% | 842 | $454K |
| Graham Capital Wealth Management, LLC | 0.39% | Add +72.6% | 839 | $452K |
| Columbia Advisory Partners LLC | 0.42% | Add +64.6% | 838 | $452K |
| Glassy Mountain Advisors, Inc. | 0.15% | No change | 834 | $449K |
| Advantage Trust Co | 0.26% | Add +0.2% | 833 | $449K |
| Colony Family Offices, LLC | 0.14% | No change | 833 | $449K |
| Tme Financial, Inc. | 0.42% | — | 850 | $449K |
| Napa Wealth Management | 0.19% | Add +0.4% | 833 | $449K |
| Wrenne Financial Planning LLC | 0.26% | Add +6.5% | 832 | $448K |
| Fairview Capital Investment Management, LLC | 0.02% | No change | 829 | $447K |
| Sprinkle Financial Consultants LLC | 0.30% | Add +23.8% | 826 | $445K |
| Eldridge Investment Advisors, Inc. | 0.10% | Reduce -10.7% | 825 | $445K |
| TCFG Wealth Management, LLC | 0.23% | Add +0.1% | 825 | $444K |
| Capital Counsel LLC | 0.02% | Reduce -32.1% | 823 | $443K |
| Westside Investment Management, Inc. | 0.09% | Reduce -9.7% | 818 | $441K |
| Summit Wealth & Retirement Planning, Inc. | 0.14% | New | 815 | $439K |
| Pinkerton Wealth, LLC | 0.06% | Reduce -5.5% | 814 | $438K |
| SWAN Capital LLC | 0.21% | No change | 812 | $438K |
| Ayrshire Capital Management LLC | 0.21% | Reduce -3.0% | 812 | $438K |
| One Wealth Advisors, LLC | 0.06% | Reduce -5.0% | 802 | $432K |
| Prestige Wealth Management Group LLC | 0.09% | Add +68.8% | 800 | $431K |
| Blue Zone Wealth Advisors, LLC | 0.12% | Reduce -6.7% | 799 | $431K |
| Whelan Financial | 0.17% | Add +1.1% | 798 | $430K |
| IAG Wealth Partners, LLC | 0.08% | Reduce -6.0% | 797 | $429K |
| Noesis Capital Mangement Corp. | 0.08% | Reduce -19.4% | 796 | $429K |
| Oak Wealth Advisors LLC | 0.33% | — | 796 | $429K |
| Columbia Asset Management | 0.08% | Add +0.1% | 794 | $428K |
| Kades & Cheifetz LLC | 0.22% | New | 792 | $427K |
| Bingham Private Wealth, LLC | 0.45% | — | 792 | $427K |
| Tepp RIA, LLC | 0.63% | — | 791 | $426K |
| ODonnell Financial Services, LLC | 0.18% | Add +0.4% | 815 | $426K |
| Pennsylvania Capital Management Inc. | 0.15% | No change | 789 | $425K |
| Lifeworks Advisors, LLC | 0.08% | Add +1.2% | 788 | $425K |
| Avalon Capital Management | 0.14% | No change | 787 | $424K |
| MPS Loria Financial Planners, LLC | 0.13% | Add +0.3% | 786 | $424K |
| Park Edge Advisors, LLC | 0.12% | Add +46.9% | 786 | $424K |
| Meritage Portfolio Management | 0.03% | Reduce -0.1% | 786 | $424K |
| Pegasus Asset Management, Inc. | 0.16% | No change | 781 | $421K |
| Legacy Financial Advisors, Inc. | 0.07% | New | 780 | $420K |
| Pacifica Partners Inc. | 0.18% | Reduce -3.2% | 781 | $420K |
| Wolf Group Capital Advisors | 0.20% | No change | 1,025 | $417K |
| Suncoast Equity Management | 0.05% | Add +4.5% | 772 | $416K |
| Philip James Wealth Mangement, LLC | 0.06% | New | 771 | $415K |
| Adams Asset Advisors, LLC | 0.05% | No change | 770 | $415K |
| ProVise Management Group, LLC | 0.04% | Reduce -91.3% | 769 | $415K |
| Define Financial, LLC | 0.31% | — | 768 | $414K |
| Tableaux LLC | 0.34% | — | 766 | $413K |
| Bright Financial Advisors, Inc. | 0.26% | Add +16.2% | 766 | $413K |
| Shepherd Financial Partners LLC | 0.05% | Add +1.2% | 766 | $413K |
| Coastal Bridge Advisors, LLC | 0.10% | Reduce -24.8% | 765 | $412K |
| South Plains Financial, Inc. | 0.31% | — | 764 | $412K |
| SpringVest Wealth Management LLC | 0.35% | — | 763 | $411K |
| Anchor Capital Advisors LLC | 0.01% | Reduce -3.2% | 763 | $411K |
| Cottage Street Advisors LLC | 0.21% | Add +1.6% | 762 | $411K |
| Squarepoint Ops LLC | 0.00% | New | 762 | $411K |
| Gilman Hill Asset Management, LLC | 0.07% | No change | 758 | $408K |
| Newport Capital Group, LLC | 0.30% | Reduce -1.8% | 755 | $408K |
| Patron Partners, LLC | 0.22% | Add +34.9% | 757 | $408K |
| RDA Financial Network | 0.12% | Reduce -39.5% | 755 | $407K |
| RFP Financial Group LLC | 0.16% | Reduce -4.0% | 754 | $406K |
| Uptown Financial Advisors LLC | 0.44% | — | 754 | $406K |
| TrueWealth Advisors, LLC | 0.14% | No change | 752 | $405K |
| Weatherly Asset Management L. P. | 0.04% | No change | 751 | $405K |
| Lakeside Advisors, INC. | 0.27% | Reduce -46.4% | 750 | $404K |
| Concorde Financial Corp | 0.24% | No change | 749 | $404K |
| Alliance Wealth Management Group | 0.11% | Add +0.7% | 747 | $403K |
| Chickasaw Capital Management LLC | 0.02% | New | 747 | $402K |
| Callahan Advisors, LLC | 0.04% | Add +78.5% | 746 | $402K |
| Gables Capital Management Inc. | 0.19% | No change | 740 | $399K |
| Grandview Asset Management LLC | 0.15% | New | 739 | $398K |
| Schaper Benz & Wise Investment Counsel Inc. | 0.03% | Add +4.4% | 738 | $398K |
| Ransom Advisory, Ltd | 0.18% | No change | 735 | $396K |
| Windsor Advisory Group, LLC | 0.46% | No change | 734 | $395K |
| LVM Capital Management Ltd. | 0.04% | No change | 733 | $395K |
| Fortitude Family Office, LLC | 0.14% | Reduce -18.6% | 733 | $395K |
| Capital Advisors Wealth Management, LLC | 0.07% | New | 733 | $395K |
| Conservest Capital Advisors, Inc. | 0.04% | Add +5.0% | 732 | $395K |
| Overbrook Management Corp | 0.08% | Reduce -29.5% | 732 | $394K |
| Vawter Financial, Ltd. | 0.24% | Add +7.3% | 732 | $394K |
| RFG - Bristol Wealth Advisors, LLC | 0.13% | — | 730 | $394K |
| Evelyn Partners Investment Management Services Ltd | 0.07% | — | 724 | $390K |
| Brown Wealth Management, LLC | 0.14% | Add +25.5% | 723 | $390K |
| Sterling Investment Counsel, LLC | 0.26% | Reduce -4.0% | 723 | $390K |
| Invesco Ltd. | 0.00% | New | 722 | $389K |
| New Insight Wealth Advisors | 0.19% | Reduce -2.0% | 715 | $385K |
| Rockport Wealth LLC | 0.17% | Reduce -99.2% | 714 | $385K |
| Quantum Financial Planning Services, Inc. | 0.21% | — | 714 | $385K |
| Meadow Creek Wealth Advisors LLC | 0.28% | No change | 713 | $384K |
| Herold Advisors, Inc. | 0.08% | Reduce -0.3% | 712 | $384K |
| ABLE Financial Group, LLC | 0.11% | Reduce -6.4% | 712 | $384K |
| San Luis Wealth Advisors LLC | 0.07% | Add +17.9% | 711 | $383K |
| Vaughan David Investments LLC | 0.01% | Add +5.5% | 711 | $383K |
| Team Hewins, LLC | 0.15% | New | 710 | $383K |
| Davidson Investment Advisors | 0.02% | No change | 709 | $382K |
| Paragon Advisors, LLC | 0.13% | Reduce -0.3% | 708 | $382K |
| NovaPoint Capital, LLC | 0.12% | Add +3.1% | 708 | $381K |
| Dash Acquisitions Inc. | 0.08% | No change | 685 | $381K |
| Strategic Wealth Investment Group, LLC | 0.02% | Reduce -26.3% | 705 | $380K |
| Spirit of America Management Corp. | 0.08% | Add +6.2% | 704 | $379K |
| Nabity-Jensen Investment Management Inc | 0.29% | Add +3.4% | 701 | $378K |
| Empirical Asset Management, LLC | 0.13% | Add +0.6% | 701 | $378K |
| Strategic Financial Planning, Inc. | 0.26% | Reduce -5.7% | 700 | $377K |
| Kraft, Davis & Associates, LLC | 0.11% | Add +70.3% | 678 | $376K |
| Cushing Capital Partners, LLC | 0.36% | — | 696 | $375K |
| Bellwether Advisors, LLC | 0.07% | No change | 696 | $375K |
| Decker Retirement Planning Inc. | 0.22% | — | 695 | $375K |
| Jmac Enterprises LLC | 0.06% | Add +4.0% | 695 | $375K |
| Three Magnolias Financial Advisors, LLC | 0.39% | — | 694 | $374K |
| Westchester Capital Management, Inc. | 0.09% | Add +34.2% | 694 | $374K |
| Pines Wealth Management, LLC | 0.16% | — | 700 | $374K |
| Shared Vision Wealth Group LLC | 0.20% | Add +2.7% | 693 | $373K |
| Cim, LLC | 0.05% | No change | 692 | $373K |
| McIlrath & Eck, LLC | 0.05% | No change | 692 | $373K |
| Whitegate Investment Counselors, Inc. | 0.13% | Add +6.3% | 690 | $372K |
| Bestgate Wealth Advisors, LLC | 0.75% | — | 690 | $372K |
| City Center Advisors, LLC | 0.42% | Add +3.3% | 689 | $371K |
| MFA Wealth Services | 0.30% | — | 689 | $371K |
| Semus Wealth Partners LLC | 0.25% | Reduce -0.6% | 687 | $370K |
| Mma Asset Management LLC | 0.16% | Reduce -44.7% | 686 | $370K |
| Kagan Cocozza Asset Management | 0.31% | — | 685 | $369K |
| Next Level Private LLC | 0.15% | Add +2.4% | 685 | $369K |
| Wealthedge Investment Advisors, LLC | 0.17% | — | 685 | $369K |
| Wellment Financial | 0.46% | — | 684 | $369K |
| Kellett Wealth Advisors, LLC | 0.25% | No change | 682 | $367K |
| Kingstone Capital Partners Texas, LLC | 0.30% | — | 682 | $367K |
| Prudent Man Advisors, LLC | 0.13% | New | 681 | $367K |
| Lazari Capital Management, Inc. | 0.15% | Add +9.3% | 680 | $367K |
| Measured Wealth Private Client Group, LLC | 0.12% | Add +4.6% | 680 | $366K |
| Hamilton Capital, LLC | 0.03% | Reduce -21.6% | 680 | $366K |
| Kimelman & Baird, LLC | 0.03% | No change | 679 | $366K |
| Horizons Wealth Management | 0.28% | Reduce -16.8% | 679 | $366K |
| Samalin Investment Counsel, LLC | 0.16% | Add +46.1% | 678 | $366K |
| Borer Denton & Associates, Inc. | 0.13% | Add +60.3% | 678 | $365K |
| Fagan Associates, Inc. | 0.06% | Add +6.3% | 676 | $364K |
| Nestegg Advisors, Inc. | 0.37% | — | 660 | $364K |
| Inlet Private Wealth, LLC | 0.10% | No change | 674 | $363K |
| Bay Capital Advisors, LLC | 0.29% | — | 674 | $363K |
| Maxwell Wealth Strategies Inc. | 0.15% | No change | 672 | $362K |
| Schnieders Capital Management LLC | 0.07% | No change | 671 | $362K |
| Tandem Capital Management Corp. | 0.19% | No change | 671 | $362K |
| Butensky & Cohen Financial Security, Inc. | 0.11% | Reduce -1.5% | 671 | $361K |
| Spinnaker Investment Group, LLC | 0.09% | Add +0.3% | 671 | $361K |
| Ascent Capital Management, LLC | 0.37% | — | 670 | $361K |
| L. Roy Papp & Associates, LLP | 0.04% | Add +45.1% | 669 | $361K |
| Arq Wealth Advisors, LLC | 0.14% | No change | 668 | $360K |
| MilWealth Group LLC | 0.10% | No change | 667 | $359K |
| Grove Street Fiduciary, LLC | 0.19% | — | 666 | $359K |
| Pacific Point Advisors, LLC | 0.22% | — | 648 | $359K |
| Cadent Capital Advisors, LLC | 0.12% | Add +0.5% | 664 | $358K |
| Bayshore Asset Management, LLC | 0.16% | No change | 663 | $357K |
| Camelot Technology Advisors, Inc. | 0.32% | Reduce -3.4% | 662 | $357K |
| Willner & Heller, LLC | 0.31% | Add +20.6% | 662 | $357K |
| Jentner Corp | 0.10% | Reduce -1.4% | 660 | $356K |
| Trinity Legacy Partners, LLC | 0.09% | Add +0.3% | 660 | $355K |
| Integris Wealth Management, LLC | 0.10% | Add +19.8% | 659 | $355K |
| Cornerstone Wealth Advisors, Inc. | 0.10% | No change | 658 | $355K |
| Sloy Dahl & Holst, LLC | 0.04% | Add +3.3% | 657 | $354K |
| Sound Stewardship, LLC | 0.21% | Reduce -0.9% | 656 | $354K |
| Taylor & Morgan Wealth Management, LLC | 0.25% | Add +8.6% | 655 | $353K |
| SWP Financial LLC | 0.21% | Reduce -1.4% | 654 | $352K |
| High Note Wealth, LLC | 0.09% | Reduce -20.8% | 650 | $350K |
| Nautilus Advisors LLC | 0.28% | — | 649 | $350K |
| Total Investment Management Inc. | 0.05% | Reduce -6.8% | 649 | $350K |
| NDWM LLC | 0.29% | Add +43.0% | 648 | $349K |
| Summit Wealth Partners, LLC | 0.07% | Add +10.0% | 648 | $349K |
| Parkshore Wealth Management, Inc. | 0.21% | — | 646 | $348K |
| Certior Financial Group, LLC | 0.31% | — | 644 | $347K |
| O'Brien Wealth Partners LLC | 0.06% | New | 642 | $346K |
| 626 Financial, LLC | 0.19% | Reduce -40.4% | 641 | $345K |
| Chaney Capital Management, Inc. | 0.16% | No change | 641 | $345K |
| Intellectus Partners, LLC | 0.08% | Add +12.7% | 639 | $344K |
| Nixon Peabody Trust Co. | 0.03% | New | 638 | $344K |
| Twelve Points Wealth Management LLC | 0.10% | Add +25.9% | 636 | $343K |
| Burke & Herbert Bank & Trust Co. | 0.08% | No change | 635 | $342K |
| City Holding Co. | 0.05% | No change | 634 | $342K |
| Paces Ferry Wealth Advisors, LLC | 0.17% | Add +50.2% | 634 | $342K |
| Jackson Square Capital, LLC | 0.08% | Reduce -0.6% | 634 | $341K |
| LGT Financial Advisors LLC | 0.75% | Reduce -9.9% | 631 | $340K |
| Peninsula Asset Management Inc. | 0.18% | New | 630 | $339K |
| Kilter Group LLC | 0.22% | — | 623 | $336K |
| M1 Capital Management LLC | 0.18% | — | 622 | $335K |
| Lafayette Investments, Inc. | 0.07% | Add +1.6% | 620 | $334K |
| Financial Advisory Partners, LLC | 0.11% | Reduce -8.6% | 620 | $334K |
| Blalock Williams, LLC | 0.39% | — | 619 | $334K |
| Clark Wealth Partners | 0.26% | — | 616 | $332K |
| Covenant Asset Management, LLC | 0.07% | Reduce -46.7% | 615 | $331K |
| Hobart Private Capital, LLC | 0.08% | Add +33.4% | 615 | $331K |
| PEAK6 LLC | 0.01% | — | 614 | $331K |
| Merkkuri Wealth Advisors LLC | 0.26% | Add +2.2% | 614 | $331K |
| Piscataqua Savings Bank | 0.28% | No change | 613 | $330K |
| Exchange Capital Management, Inc. | 0.05% | Reduce -15.9% | 612 | $330K |
| Keystone Financial Services, LLC | 0.30% | — | 611 | $329K |
| Paragon Capital Management Ltd | 0.07% | No change | 610 | $329K |
| Heritage Wealth Partners, LLC | 0.41% | Add +1.2% | 610 | $329K |
| Clear Harbor Asset Management, LLC | 0.03% | New | 609 | $328K |
| Lincoln Capital LLC | 0.07% | Add +1.8% | 608 | $327K |
| Waterford Advisors, LLC | 0.17% | Add +2.5% | 607 | $327K |
| Lebenthal Global Advisors, LLC | 0.06% | Reduce -19.7% | 606 | $327K |
| JGP Wealth Management, LLC | 0.04% | Add +12.2% | 606 | $327K |
| Global Trust Asset Management, LLC | 0.12% | Add +1.7% | 605 | $326K |
| Encompass More Asset Management | 0.11% | Add +2.2% | 603 | $325K |
| Successful Portfolios LLC | 0.22% | Add +1.5% | 603 | $325K |
| Caldwell Sutter Capital, Inc. | 0.15% | Reduce -6.4% | 602 | $324K |
| Blackhawk Capital Partners, LLC | 0.17% | Reduce -6.4% | 601 | $324K |
| Benin Management CORP | 0.09% | No change | 600 | $323K |
| Roof Eidam Maycock Peralta, LLC | 0.08% | Add +9.9% | 600 | $323K |
| Seizert Capital Partners, LLC | 0.01% | New | 600 | $323K |
| Poinciana Advisors Group, LLC | 0.33% | — | 600 | $323K |
| Telos Capital Management, Inc. | 0.03% | Reduce -1.2% | 597 | $322K |
| 4WEALTH Advisors, Inc. | 0.33% | — | 597 | $322K |
| Marino, Stram & Associates LLC | 0.07% | Add +31.9% | 596 | $321K |
| Drystone LLC | 0.32% | — | 595 | $321K |
| Lunt Capital Management, Inc. | 0.12% | No change | 595 | $321K |
| Osborne Partners Capital Management, LLC | 0.02% | New | 595 | $321K |
| Silver Oak Wealth Advisors Services, LLC | 0.28% | — | 594 | $320K |
| KRS Capital Management, LLC | 0.23% | Add +0.2% | 593 | $319K |
| WJ Wealth Management, LLC | 0.11% | Reduce -6.3% | 592 | $319K |
| Access Financial Services, Inc. | 0.14% | Add +17.1% | 589 | $318K |
| Mycio Wealth Partners, LLC | 0.08% | Add +0.5% | 589 | $317K |
| Ballew Advisors, Inc | 0.20% | Add +1.0% | 591 | $316K |
| Grant Private Wealth Management Inc | 0.34% | — | 586 | $316K |
| Cyr Financial Inc. | 0.29% | Add +3.7% | 586 | $316K |
| Highview Capital Management LLC | 0.12% | No change | 585 | $315K |
| Manchester Financial Inc. | 0.07% | Add +29.7% | 585 | $315K |
| Palisades Hudson Asset Management, L.P. | 0.13% | New | 585 | $315K |
| United Asset Strategies, Inc. | 0.03% | Add +17.7% | 584 | $315K |
| Giverny Capital | 0.01% | New | 584 | $315K |
| Prudent Man Investment Management, Inc. | 0.17% | — | 582 | $314K |
| Riggs Capital Management LLC | 0.31% | — | 581 | $313K |
| Garrison Point Advisors, LLC | 0.15% | No change | 579 | $312K |
| KMG Fiduciary Partners, LLC | 0.03% | Add +1.1% | 579 | $312K |
| Palumbo Wealth Management LLC | 0.12% | Reduce -3.0% | 579 | $312K |
| Oceanside Advisors LLC | 0.23% | Add +4.0% | 578 | $311K |
| Resurgent Financial Advisors LLC | 0.18% | No change | 576 | $310K |
| Capital Investment Counsel, LLC | 0.05% | Reduce -73.7% | 572 | $308K |
| Connors Investor Services Inc. | 0.03% | No change | 572 | $308K |
| Forefront Wealth Management Inc. | 0.28% | — | 570 | $307K |
| West Branch Capital LLC | 0.10% | Reduce -2.9% | 568 | $306K |
| SC&H Financial Advisors, Inc. | 0.06% | Add +10.1% | 567 | $306K |
| M. Kulyk & Associates, LLC | 0.07% | No change | 567 | $306K |
| Hantz Financial Services, Inc. | 0.01% | Reduce -25.1% | 566 | $305K |
| Penney Financial, LLC | 0.20% | Add +38.1% | 565 | $305K |
| Rosenberg Matthew Hamilton | 0.08% | No change | 565 | $304K |
| Riggs Asset Managment Co. Inc. | 0.08% | Add +0.4% | 560 | $303K |
| Intrepid Financial Planning Group LLC | 0.13% | Reduce -2.1% | 562 | $303K |
| West Coast Financial LLC | 0.03% | Add +16.1% | 562 | $303K |
| Bannerman Wealth Management Group, LLC | 0.25% | — | 562 | $303K |
| Summit Financial Wealth Advisors, LLC | 0.06% | Add +29.0% | 547 | $301K |
| James J. Burns & Company, LLC | 0.05% | Reduce -4.5% | 557 | $300K |
| Godsey & Gibb, Inc. | 0.03% | Reduce -29.7% | 556 | $299K |
| Hobbs Group Advisors, LLC | 0.11% | Add +23.1% | 555 | $299K |
| Accordant Advisory Group Inc | 0.29% | No change | 555 | $299K |
| Beacon Wealthcare LLC | 0.12% | Reduce -54.5% | 553 | $298K |
| Solidarity Wealth, LLC | 0.08% | New | 553 | $298K |
| Blume Capital Management, Inc. | 0.07% | No change | 552 | $298K |
| Droms Strauss Advisors Inc. /Mo/ | 0.10% | Add +1.3% | 552 | $297K |
| Hidden Cove Wealth Management, LLC | 0.24% | — | 551 | $297K |
| Vishria Bird Financial Group, LLC | 0.10% | No change | 549 | $296K |
| White Pine Investment CO | 0.08% | New | 549 | $296K |
| Pacific Wealth Management | 0.16% | New | 549 | $296K |
| Darwin Wealth Management, LLC | 0.10% | Reduce -50.4% | 547 | $295K |
| Higgins & Schmidt Wealth Strategies LLC | 0.18% | Reduce -25.0% | 546 | $294K |
| Robinswood Financial LLC | 0.11% | Reduce -0.6% | 546 | $294K |
| Poplar Forest Capital LLC | 0.05% | New | 546 | $294K |
| Carret Asset Management, LLC | 0.03% | No change | 546 | $294K |
| Walker Financial Services, Inc. | 0.17% | Reduce -2.2% | 544 | $293K |
| Sargent Investment Group, LLC | 0.05% | Reduce -30.5% | 548 | $293K |
| Legacy Capital Group California, Inc. | 0.09% | Add +1.9% | 542 | $292K |
| Dagco, Inc. | 0.10% | No change | 542 | $292K |
| Stuart Chaussee & Associates, Inc. | 0.07% | Add +92.5% | 541 | $292K |
| Dynamic Financial Group | 0.30% | — | 540 | $291K |
| IMS Capital Management | 0.13% | No change | 539 | $290K |
| Ellenbecker Investment Group | 0.05% | Add +38.7% | 538 | $290K |
| Hummer Financial Advisory Services Inc | 0.23% | No change | 538 | $290K |
| Moller Wealth Partners | 0.08% | No change | 538 | $290K |
| VestGen Investment Management | 0.08% | New | 537 | $289K |
| Evensky & Katz LLC | 0.02% | Reduce -1.5% | 537 | $289K |
| Private Capital Advisors, Inc. | 0.03% | No change | 535 | $288K |
| Bravias Capital Group, LLC | 0.23% | — | 520 | $288K |
| Two West Capital Advisors LLC | 0.25% | Reduce -60.8% | 534 | $288K |
| Atlantic Private Wealth, LLC | 0.22% | Reduce -38.5% | 534 | $288K |
| Arbor Trust Wealth Advisors, LLC | 0.13% | New | 534 | $288K |
| Fullcircle Wealth LLC | 0.12% | New | 512 | $287K |
| Compass Capital Corp. /Ma/ | 0.11% | — | 517 | $287K |
| Fourth Dimension Wealth, LLC | 0.15% | — | 530 | $286K |
| Morse Asset Management, Inc | 0.07% | No change | 530 | $286K |
| Patton Fund Management, Inc. | 0.06% | No change | 530 | $286K |
| Seaside Wealth Management, Inc. | 0.10% | Add +1.5% | 529 | $285K |
| SYM FINANCIAL Corp | 0.04% | Reduce -15.0% | 528 | $285K |
| Palo Alto Wealth Advisors, LLC | 0.10% | Reduce -11.1% | 528 | $285K |
| Colonial River Investments, LLC | 0.14% | Add +2.7% | 527 | $284K |
| Leading Edge Financial Planning LLC | 0.09% | Add +5.2% | 527 | $284K |
| Rogco, LP | 0.12% | Add +0.8% | 526 | $283K |
| Carlson Capital Management | 0.01% | Add +21.0% | 525 | $283K |
| Mosley Wealth Management | 0.17% | New | 510 | $282K |
| West Wealth Group, LLC | 0.08% | Add +2.5% | 523 | $282K |
| Emergent Wealth Advisors, LLC | 0.20% | Reduce -0.8% | 523 | $282K |
| Manhattan West Asset Management, LLC | 0.08% | Reduce -45.7% | 522 | $282K |
| Penobscot Investment Management Company, Inc. | 0.03% | Add +9.9% | 520 | $280K |
| Symphony Financial, Ltd. Co. | 0.04% | Reduce -93.7% | 510 | $280K |
| Compass Capital Management, Inc. | 0.02% | New | 520 | $280K |
| Gen-Wealth Partners Inc | 0.12% | Reduce -3.2% | 519 | $280K |
| Novak & Powell Financial Services, Inc. | 0.17% | No change | 517 | $279K |
| Knights of Columbus Asset Advisors LLC | 0.02% | No change | 517 | $279K |
| Redmond Asset Management, LLC | 0.07% | Add +25.2% | 517 | $278K |
| McNamara Financial Services, Inc. | 0.07% | Reduce -4.8% | 516 | $278K |
| Seelaus Asset Management LLC | 0.26% | Add +0.2% | 513 | $276K |
| Hofer & Associates. Inc | 0.18% | No change | 508 | $274K |
| Vermillion & White Wealth Management Group, LLC | 0.20% | Add +0.4% | 508 | $274K |
| Northwest Financial Advisors | 0.23% | Add +37.8% | 507 | $273K |
| Prodigy Asset Management LLC | 0.23% | — | 506 | $273K |
| Pinnacle Wealth Management Group, Inc. | 0.17% | No change | 506 | $273K |
| St Germain D J Co. Inc. | 0.01% | No change | 504 | $272K |
| Waycross Investment Management Co | 0.29% | No change | 503 | $271K |
| OMNI 360 Wealth, Inc. | 0.18% | No change | 502 | $270K |
| Delta Investment Management, LLC | 0.05% | New | 502 | $270K |
| Aviso Wealth Management | 0.14% | No change | 500 | $269K |
| East Coast Asset Management, LLC. | 0.09% | No change | 500 | $269K |
| Ironwood Wealth Management, LLC. | 0.08% | Reduce -3.5% | 500 | $269K |
| Chancellor Financial Group WB LP | 0.22% | — | 500 | $269K |
| Meritas Wealth Management, LLC | 0.16% | Reduce -2.0% | 499 | $269K |
| Joule Financial, LLC | 0.09% | Reduce -1.4% | 498 | $268K |
| Drake & Associates, LLC | 0.08% | Reduce -7.7% | 483 | $267K |
| Ibex Wealth Advisors | 0.03% | New | 495 | $267K |
| O'ROURKE & COMPANY, Inc | 0.13% | Add +6.7% | 494 | $266K |
| Prentice Wealth Management LLC | 0.08% | Add +27.0% | 494 | $266K |
| Windsor Capital Management, LLC | 0.08% | Add +8.8% | 492 | $265K |
| Symphony Financial Services, Inc. | 0.21% | Reduce -79.6% | 485 | $265K |
| Grant Street Asset Management, Inc. | 0.07% | Add +26.2% | 491 | $265K |
| Insight 2811, Inc. | 0.14% | No change | 490 | $264K |
| Private Wealth Management Group, LLC | 0.10% | Add +92.5% | 489 | $263K |
| LWM Advisory Services, LLC | 0.18% | No change | 489 | $263K |
| Security National Bank of Sioux City Iowa | 0.18% | Reduce -3.0% | 487 | $262K |
| Curio Wealth, LLC | 0.14% | — | 487 | $262K |
| Riverbend Wealth Management, LLC | 0.23% | — | 486 | $262K |
| ESL Trust Services, LLC | 0.06% | No change | 486 | $262K |
| Hemenway Trust Co LLC | 0.02% | No change | 485 | $261K |
| Summit Global Investments | 0.02% | Reduce -91.9% | 484 | $261K |
| Laraway Financial Advisors Inc | 0.20% | Add +0.2% | 484 | $261K |
| Centerpoint Advisors, LLC | 0.09% | Add +1750.0% | 481 | $259K |
| Stolper Co | 0.09% | Reduce -1.8% | 480 | $259K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -28.9% | 480 | $259K |
| Tanglewood Legacy Advisors, LLC | 0.11% | No change | 478 | $258K |
| Lantern Wealth Advisors, LLC | 0.17% | Add +0.6% | 477 | $257K |
| Financial Life Planners | 0.22% | — | 475 | $257K |
| Buckhead Capital Management LLC | 0.08% | New | 476 | $256K |
| Goepper Burkhardt LLC | 0.10% | Add +3.9% | 475 | $256K |
| Vantage Point Financial LLC | 0.14% | — | 469 | $253K |
| Cable Hill Partners, LLC | 0.03% | Reduce -16.1% | 469 | $253K |
| Corrado Advisors, LLC | 0.16% | Add +5.4% | 468 | $252K |
| Old Port Advisors | 0.07% | New | 468 | $252K |
| Roman Butler Fullerton & Co. | 0.08% | Reduce -18.3% | 457 | $252K |
| Stevens Capital Partners | 0.11% | Add +0.4% | 467 | $251K |
| Triune Financial Partners, LLC | 0.08% | Add +3.6% | 466 | $251K |
| Moser Wealth Advisors, LLC | 0.13% | No change | 465 | $251K |
| Northstar Financial Companies, Inc. | 0.24% | — | 465 | $251K |
| Affinity Wealth Management LLC | 0.04% | New | 464 | $250K |
| Caitlin John, LLC | 0.17% | Add +0.4% | 463 | $250K |
| Revere Asset Management, Inc | 0.21% | New | 463 | $249K |
| Verity Asset Management, Inc. | 0.14% | Reduce -49.9% | 1,097 | $249K |
| Aire Advisors, LLC | 0.05% | Add +10.0% | 463 | $249K |
| American Financial Advisors, LLC | 0.04% | Add +0.4% | 461 | $249K |
| Tiemann Investment Advisors, LLC | 0.11% | No change | 461 | $248K |
| Riverstone Advisors, LLC | 0.14% | No change | 460 | $248K |
| Smith & Howard Wealth Management, LLC | 0.07% | Reduce -3.6% | 460 | $248K |
| Stillwater Wealth Management Group | 0.22% | — | 458 | $247K |
| Cornerstone Enterprises, LLC | 0.15% | Reduce -0.4% | 456 | $246K |
| Legacy Financial Group, Inc. | 0.08% | Reduce -22.7% | 453 | $244K |
| Hilltop Wealth Advisors, LLC | 0.12% | No change | 451 | $243K |
| Castlekeep Investment Advisors LLC | 0.17% | New | 450 | $242K |
| M. Kraus & Co | 0.07% | Reduce -3.2% | 450 | $242K |
| Tenret Co LLC | 0.15% | No change | 449 | $242K |
| Iams Wealth Management, LLC | 0.11% | New | 449 | $242K |
| Cornerstone Advisory, LLC | 0.03% | New | 431 | $242K |
| Regatta Capital Group, LLC | 0.05% | Add +7.4% | 448 | $241K |
| Planning Center, Inc. | 0.03% | Reduce -2.8% | 448 | $241K |
| Compass Planning Associates Inc | 0.24% | — | 448 | $241K |
| McDaniel Terry & Co. | 0.02% | New | 447 | $241K |
| Strengthening Families & Communities, LLC | 0.14% | Reduce -97.1% | 445 | $240K |
| Seven Post Investment Office LP | 0.09% | Add +1.8% | 445 | $240K |
| Avant Capital LLC | 0.20% | — | 443 | $238K |
| Centennial Wealth Advisory LLC | 0.09% | Reduce -4.1% | 441 | $237K |
| Fluent Financial, LLC | 0.10% | No change | 438 | $236K |
| Archer Investment Management, LLC | 0.14% | — | 437 | $235K |
| Chronos Wealth Management, LLC | 0.12% | No change | 437 | $235K |
| Delta Asset Management LLC | 0.02% | Add +1.2% | 437 | $235K |
| Ballast, Inc. | 0.07% | No change | 434 | $234K |
| Bernzott Capital Advisors | 0.12% | Reduce -36.1% | 433 | $234K |
| Searle & Co. | 0.07% | New | 433 | $233K |
| Scott & Selber, Inc. | 0.07% | New | 433 | $233K |
| PMG Wealth Management, Inc. | 0.21% | — | 432 | $233K |
| Fulton Breakefield Broenniman LLC | 0.02% | No change | 432 | $233K |
| Maltin Wealth Management, Inc. | 0.11% | New | 431 | $232K |
| Union Savings Bank | 0.11% | Reduce -11.5% | 431 | $232K |
| James Reed Financial Services, Inc. | 0.24% | — | 430 | $232K |
| LaFleur & Godfrey LLC | 0.03% | New | 430 | $232K |
| Guardian Partners Inc. | 0.02% | — | 427 | $231K |
| Beacon Investment Advisory Services, Inc. | 0.01% | Add +9.4% | 429 | $231K |
| Atlas Brown,Inc. | 0.08% | No change | 429 | $231K |
| Silver Oak Advisory Group, Inc. | 0.12% | Add +0.5% | 430 | $231K |
| Investor's Fiduciary Advisor Network, LLC | 0.09% | — | 428 | $230K |
| Gilliland Jeter Wealth Management LLC | 0.08% | Add +241.9% | 424 | $228K |
| Stewardship Advisors, LLC | 0.06% | Add +0.7% | 424 | $228K |
| Westover Capital Advisors, LLC | 0.05% | Reduce -42.5% | 422 | $227K |
| Richmond Investment Services, LLC | 0.13% | — | 421 | $227K |
| Greater Midwest Financial Group, LLC | 0.14% | No change | 420 | $226K |
| Ramsay, Stattman, Vela & Price, Inc. | 0.04% | Add +0.2% | 420 | $226K |
| Capital Insight Partners, LLC | 0.04% | No change | 418 | $225K |
| Gratus Wealth Advisors, LLC | 0.04% | No change | 418 | $225K |
| Secured Retirement Advisors, LLC | 0.13% | New | 416 | $224K |
| Avaii Wealth Management, LLC | 0.11% | Add +0.2% | 415 | $224K |
| Impact Capital Partners LLC | 0.08% | — | 415 | $224K |
| Orange Investment Advisors, Inc. | 0.03% | No change | 415 | $224K |
| Financial Guidance Group, Inc. | 0.12% | Reduce -4.8% | 413 | $223K |
| Flagship Private Wealth, LLC | 0.11% | Add +0.5% | 413 | $222K |
| BOS Asset Management, LLC | 0.08% | New | 412 | $222K |
| ARK & TLK Investments, LLC | 0.08% | No change | 411 | $222K |
| Cutler Investment Counsel LLC | 0.03% | No change | 411 | $221K |
| Mayfair Advisory Group, LLC | 0.13% | Add +2.8% | 410 | $221K |
| Washington Trust Bank | 0.02% | Reduce -13.0% | 409 | $220K |
| Boulder Wealth Advisors, LLC | 0.11% | Reduce -8.1% | 409 | $220K |
| Samlyn Capital, LLC | 0.00% | New | 409 | $220K |
| S&co Inc. | 0.01% | No change | 410 | $220K |
| Voisard Asset Management Group, Inc. | 0.07% | Add +3.3% | 408 | $220K |
| Strategic Equity Management | 0.09% | No change | 407 | $219K |
| NewSquare Capital LLC | 0.02% | Add +40600.0% | 407 | $219K |
| Grassi Investment Management | 0.02% | No change | 407 | $219K |
| Great Waters Wealth Management | 0.03% | New | 406 | $219K |
| Inspire Advisors, LLC | 0.03% | New | 405 | $218K |
| IVC Wealth Advisors LLC | 0.12% | New | 405 | $218K |
| Keeley-Teton Advisors, LLC | 0.03% | Reduce -1.2% | 405 | $218K |
| Seneca Financial Advisors LLC | 0.11% | Add +0.3% | 404 | $218K |
| Keb Asset Management, LLC | 0.06% | New | 401 | $216K |
| Wells Financial Advisors INC | 0.29% | No change | 400 | $216K |
| General Partner, Inc. | 0.13% | No change | 400 | $216K |
| Five Oceans Advisors | 0.10% | Reduce -45.6% | 400 | $215K |
| DDD Partners, LLC | 0.03% | Add +0.5% | 398 | $215K |
| Gibbs Wealth Management | 0.06% | New | 398 | $214K |
| Lee Danner & Bass Inc. | 0.02% | No change | 398 | $214K |
| Focused Wealth Management, Inc | 0.03% | Reduce -10.4% | 398 | $214K |
| Mirador Capital Partners LP | 0.04% | New | 397 | $214K |
| Shoker Investment Counsel, Inc. | 0.07% | Reduce -35.8% | 397 | $214K |
| Oxford Wealth Group, LLC | 0.14% | Add +2.6% | 396 | $213K |
| Allodium Investment Consultants, LLC | 0.18% | — | 396 | $213K |
| Redwood Financial Network Corp | 0.16% | New | 396 | $213K |
| David J Yvars Group | 0.13% | Add +0.3% | 395 | $213K |
| Twin Capital Management Inc. | 0.02% | No change | 395 | $213K |
| SevenBridge Financial Group, LLC | 0.04% | Reduce -0.5% | 382 | $213K |
| Birchcreek Wealth Management, LLC | 0.13% | Reduce -1.0% | 394 | $212K |
| Dogwood Wealth Management LLC | 0.11% | Reduce -51.8% | 394 | $212K |
| Clarendon Private LLC | 0.22% | — | 393 | $212K |
| Sincerus Advisory, LLC | 0.23% | — | 391 | $211K |
| Powell Investment Advisors, LLC | 0.10% | Add +0.5% | 390 | $210K |
| Alliance Wealth Advisors, LLC | 0.12% | New | 390 | $210K |
| Seneca House Advisors | 0.08% | Reduce -1.5% | 388 | $209K |
| Norden Group LLC | 0.02% | New | 388 | $209K |
| LWM Advisors Inc. | 0.21% | — | 386 | $208K |
| WPWealth LLP | 0.04% | Add +0.3% | 384 | $207K |
| Westwind Capital | 0.05% | No change | 385 | $207K |
| BCO Wealth Management LLC | 0.17% | — | 383 | $206K |
| Wealthspan Partners, LLC | 0.10% | New | 383 | $206K |
| Unionview, LLC | 0.15% | Reduce -26.9% | 381 | $205K |
| Rockline Wealth Management, LLC | 0.05% | Reduce -4.3% | 381 | $205K |
| Hunter Associates Investment Management LLC | 0.03% | New | 379 | $205K |
| HighMark Wealth Management LLC | 0.12% | Reduce -75.7% | 379 | $204K |
| Rodgers & Associates, LTD | 0.02% | Reduce -43.4% | 379 | $204K |
| Nia Impact Advisors, LLC | 0.07% | New | 378 | $204K |
| Investment Partners Asset Management, Inc. | 0.16% | New | 375 | $202K |
| Signature Wealth Management Partners, LLC | 0.14% | New | 374 | $202K |
| RMR Capital Management, LLC | 0.15% | New | 373 | $201K |
| Nova R Wealth, Inc. | 0.10% | New | 372 | $200K |
| Versant Capital Management, Inc | 0.04% | No change | 371 | $200K |
| Transcendent Capital Group LLC | 0.10% | Add +6.2% | 361 | $194K |
| Elgethun Capital Management | 0.05% | Add +27.2% | 360 | $194K |
| one8zero8, LLC | 0.04% | — | 357 | $192K |
| Whipplewood Advisors, LLC | 0.11% | — | 350 | $189K |
| Avalon Trust Co | 0.01% | Reduce -21.4% | 350 | $189K |
| Kennebec Savings Bank | 0.19% | Add +260.8% | 350 | $187K |
| Sugarloaf Wealth Management, LLC | 0.04% | No change | 347 | $187K |
| Mainstream Capital Management LLC | 0.13% | New | 341 | $184K |
| Pin Oak Investment Advisors Inc. | 0.17% | No change | 346 | $183K |
| Wagner Wealth Management, LLC | 0.05% | New | 338 | $182K |
| FLP Wealth Management, LLC | 0.46% | — | 337 | $182K |
| Menard Financial Group LLC | 0.11% | New | 333 | $179K |
| Capital A Wealth Management, LLC | 0.30% | — | 331 | $178K |
| Field & Main Bank | 0.06% | Add +19.3% | 322 | $173K |
| IFS Advisors, LLC | 0.13% | Reduce -2.5% | 312 | $168K |
| Copia Wealth Management | 0.16% | — | 311 | $168K |
| Kings Path Partners LLC | 0.07% | Add +190.5% | 305 | $164K |
| Arcadia Investment Management Corp. | 0.03% | No change | 301 | $162K |
| Capital Advisors, Ltd. LLC | 0.02% | No change | 301 | $162K |
| Roxbury Financial LLC | 0.15% | — | 290 | $161K |
| Optimum Investment Advisors | 0.07% | No change | 295 | $159K |
| Anderson Financial Strategies, LLC | 0.10% | — | 294 | $158K |
| Winch Advisory Services, LLC | 0.04% | Add +25.8% | 288 | $155K |
| Keener Financial Planning LLC | 0.09% | No change | 284 | $153K |
| American National Bank & Trust | 0.02% | Reduce -28.2% | 278 | $150K |
| Register Financial Advisors LLC | 0.07% | Add +97.1% | 276 | $149K |
| Providence First Trust Co | 0.06% | New | 276 | $149K |
| Nvwm, LLC | 0.04% | Add +8.4% | 272 | $147K |
| Financial Gravity Companies, Inc. | 0.03% | Add +0.4% | 270 | $146K |
| Clarity Asset Management, Inc. | 0.09% | Add +0.8% | 267 | $144K |
| 2UniFi Bank | 0.10% | — | 265 | $143K |
| WFA Asset Management Corp | 0.08% | Reduce -4.7% | 264 | $142K |
| RE Dickinson Investment Advisors, LLC | 0.12% | Add +14.2% | 257 | $139K |
| AllSquare Wealth Management LLC | 0.08% | No change | 256 | $138K |
| Spectrum Wealth Counsel, LLC | 0.02% | No change | 245 | $132K |
| Rowlandmiller & Partners.adv | 0.03% | No change | 235 | $127K |
| Frisco Financial Planning LLC | 0.13% | — | 235 | $127K |
| Burkett Financial Services, LLC | 0.05% | Add +2.6% | 233 | $126K |
| Synergy Asset Management, LLC | 0.01% | New | 235 | $124K |
| Jackson Hole Capital Partners, LLC | 0.03% | No change | 230 | $124K |
| Chelsea Counsel Co. | 0.06% | No change | 228 | $123K |
| Breakwater Investment Management | 0.05% | Reduce -22.9% | 225 | $121K |
| Joseph Group Capital Management | 0.05% | Add +1.4% | 222 | $120K |
| Chesapeake Asset Management LLC | 0.11% | Add +30.9% | 220 | $119K |
| REAP Financial Group, LLC | 0.03% | No change | 218 | $117K |
| BankPlus Trust Department | 0.04% | — | 209 | $113K |
| PFS Partners, LLC | 0.06% | Reduce -1.4% | 209 | $112K |
| Alexis Investment Partners, LLC | 0.05% | — | 204 | $110K |
| FSA Wealth Management LLC | 0.04% | Reduce -4.7% | 201 | $108K |
| Gold Investment Management Ltd. | 0.05% | No change | 199 | $107K |
| Game Plan Financial Advisors, LLC | 0.06% | Reduce -1.0% | 197 | $106K |
| Accredited Wealth Management, LLC | 0.09% | — | 195 | $105K |
| University of Texas/Texas Am Investment Management Co. | 0.01% | Add +830.0% | 186 | $100K |
| Oakworth Capital, Inc. | 0.01% | No change | 185 | $100K |
| Park Square Financial Group, LLC | 0.07% | — | 183 | $99K |
| Capital Investment Counsel, Inc | 0.01% | Add +1.7% | 183 | $99K |
| Pinney & Scofield, Inc. | 0.07% | — | 183 | $98K |
| Provident Wealth Management, LLC | 0.03% | Add +78.8% | 177 | $95K |
| Deane Retirement Strategies, Inc. | 0.05% | Reduce -41.9% | 176 | $95K |
| Bank & Trust Co | 0.08% | No change | 172 | $93K |
| TruNorth Capital Management, LLC | 0.03% | Reduce -0.6% | 172 | $93K |
| Davis Capital Management | 0.07% | Reduce -1.7% | 170 | $92K |
| BTG Pactual Asset Management US LLC | 0.01% | New | 163 | $91K |
| Motco | 0.01% | Add +142.7% | 165 | $89K |
| CNB Bank | 0.04% | No change | 164 | $88K |
| Bellevue Asset Management, LLC | 0.05% | Add +27.6% | 162 | $87K |
| Wood Tarver Financial Group, LLC | 0.03% | — | 161 | $86K |
| CGC Financial Services, LLC | 0.03% | Add +4.0% | 157 | $85K |
| Woodard & Co. Asset Management Group Inc. | 0.02% | No change | 152 | $82K |
| CarsonAllaria Wealth Management, Ltd. | 0.05% | Add +0.7% | 150 | $81K |
| Acima Private Wealth, LLC | 0.03% | No change | 150 | $81K |
| Briaud Financial Planning Inc | 0.03% | Add +2800.0% | 145 | $78K |
| Frazier Financial Advisors, LLC | 0.06% | No change | 144 | $78K |
| Endeavor Private Wealth, Inc. | 0.07% | — | 142 | $77K |
| Truvestments Capital LLC | 0.02% | No change | 142 | $77K |
| Vision Financial Markets LLC | 0.08% | — | 141 | $76K |
| Element Wealth, LLC | 0.04% | Add +4.5% | 140 | $76K |
| Copley Financial Group, Inc. | 0.06% | Reduce -48.9% | 140 | $75K |
| SIMA Wealth Partners, LLC | 0.06% | Add +149.1% | 137 | $74K |
| West Oak Capital, LLC | 0.04% | No change | 137 | $74K |
| Luminist Capital LLC | 0.13% | — | 133 | $72K |
| Elevation Wealth Partners, LLC | 0.03% | Add +10.1% | 131 | $71K |
| Legacy Investment Solutions, LLC | 0.05% | Reduce -13.7% | 126 | $70K |
| Legacy Wealth Managment, LLC | 0.05% | Reduce -13.7% | 126 | $70K |
| Financial Network Wealth Advisors LLC | 0.13% | No change | 129 | $70K |
| Founders Capital Management | 0.04% | No change | 128 | $69K |
| Mechanics Financial Corp | 0.03% | No change | 126 | $68K |
| Painted Porch Advisors LLC | 0.03% | Add +0.8% | 124 | $67K |
| Westend Capital Management, LLC | 0.02% | Add +2320.0% | 121 | $65K |
| WPG Advisers, LLC | 0.06% | — | 116 | $63K |
| FWL Investment Management, LLC | 0.02% | New | 115 | $62K |
| Ascentis Wealth Management, LLC | 0.02% | Reduce -79.3% | 114 | $61K |
| Navigoe, LLC | 0.06% | — | 114 | $61K |
| Criterion Capital Advisors, LLC | 0.04% | No change | 121 | $61K |
| Marshall & Sterling Wealth Advisors Inc. | 0.04% | — | 106 | $57K |
| Zeit Capital LLC | 0.04% | Add +27.5% | 102 | $57K |
| Morris Financial Concepts, Inc. | 0.02% | No change | 104 | $56K |
| Cary Street Partners Investment Advisory LLC | 0.04% | Reduce -99.7% | 103 | $55K |
| Householder Group Estate & Retirement Specialist, LLC | 0.04% | Reduce -97.3% | 101 | $54K |
| Mendota Financial Group, LLC | 0.03% | No change | 100 | $54K |
| WR Wealth Planners, LLC | 0.02% | Reduce -20.2% | 99 | $53K |
| Sugar Maple Asset Management, LLC | 0.04% | New | 98 | $53K |
| Urban Financial Advisory Corp | 0.03% | Add +1.0% | 97 | $52K |
| Sherman Asset Management, Inc. | 0.05% | — | 97 | $52K |
| Aberdeen Wealth Management LLC | 0.03% | Add +8.2% | 92 | $50K |
| Creekmur Asset Management LLC | 0.01% | No change | 92 | $50K |
| Measured Risk Portfolios, Inc. | 0.05% | — | 90 | $48K |
| Investors Research Corp | 0.01% | No change | 89 | $48K |
| Eukles Asset Management | 0.02% | No change | 87 | $47K |
| EPG Wealth Management LLC | 0.01% | Reduce -1.2% | 83 | $45K |
| Delos Wealth Advisors, LLC | 0.03% | Add +166.7% | 80 | $43K |
| Putney Financial Group LLC | 0.04% | — | 78 | $42K |
| Garland Capital Management Inc. | 0.03% | No change | 72 | $39K |
| Nova Wealth Management, Inc. | 0.03% | — | 69 | $37K |
| Costello Asset Management, INC | 0.02% | Reduce -37.8% | 69 | $37K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.07% | No change | 66 | $36K |
| Matrix Private Capital Group LLC | 0.02% | Add +6.6% | 65 | $35K |
| Atwood & Palmer Inc. | 0.00% | No change | 61 | $33K |
| Asset Management One Co., Ltd. | 0.00% | Add +185.0% | 57 | $31K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 57 | $31K |
| Your Advocates Ltd., LLP | 0.01% | New | 53 | $29K |
| Elevate Wealth Advisory, Inc. | 0.02% | No change | 49 | $27K |
| Innovative Advisory Group, LLC | 0.02% | — | 43 | $23K |
| Richard W. Paul & Associates, LLC | 0.01% | Add +600.0% | 42 | $23K |
| Absher Wealth Management, LLC | 0.00% | New | 42 | $23K |
| Compass Wealth Management LLC | 0.01% | No change | 40 | $22K |
| Morton Brown Family Wealth, LLC | 0.01% | New | 39 | $21K |
| Raleigh Capital Management Inc. | 0.01% | Add +5.6% | 38 | $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 |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 31 | $17K |
| Accent Capital Management, LLC | 0.01% | No change | 30 | $16K |
| Contravisory Investment Management, Inc. | 0.00% | Add +11.5% | 29 | $16K |
| Bare Financial Services, Inc | 0.01% | No change | 28 | $15K |
| Aviso Financial Inc. | 0.00% | New | 28 | $15K |
| Crowley Wealth Management, Inc. | 0.01% | — | 27 | $15K |
| Hexagon Capital Partners LLC | 0.00% | Add +13.0% | 26 | $14K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 25 | $13K |
| Nordwand Advisors, LLC | 0.01% | Add +380.0% | 24 | $13K |
| Kozak & Associates, Inc. | 0.00% | Reduce -4.3% | 22 | $12K |
| Kiker Wealth Management, LLC | 0.01% | — | 21 | $11K |
| SJS Investment Consulting Inc. | 0.00% | No change | 20 | $11K |
| Broadwater Capital Management LLC | 0.01% | New | 20 | $11K |
| AlphaMark Advisors, LLC | 0.00% | No change | 18 | $10K |
| Arvest Investments, Inc. | 0.00% | No change | 18 | $10K |
| Valued Wealth Advisors LLC | 0.01% | No change | 17 | $9K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 17 | $9K |
| Lummis Asset Management, LP | 0.01% | Reduce -89.5% | 14 | $8K |
| Sound Financial Strategies Group, LLC | 0.01% | No change | 13 | $7K |
| Horizon Financial Services, LLC | 0.00% | Reduce -93.0% | 13 | $7K |
| Winthrop Capital Management, LLC | 0.00% | New | 13 | $7K |
| ROSS\JOHNSON & Associates LLC | 0.16% | — | 13 | $7K |
| Rice Partnership, LLC | 0.00% | No change | 12 | $6K |
| Fairfield Financial Advisors, LTD | 0.00% | No change | 11 | $6K |
| MGB Wealth Management, LLC | 0.00% | No change | 10 | $5K |
| ZynergyRetirementPlanningLLC | 0.00% | No change | 10 | $5K |
| Lanark Financial, Inc. | 0.45% | — | 9 | $5K |
| Affinity Wealth LLC | 0.00% | — | 9 | $5K |
| Bradley & Co. Private Wealth Management, LLC | 0.00% | — | 9 | $5K |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 8 | $4K |
| Capital & Planning, LLC | 0.00% | — | 7 | $4K |
| Davidson Capital Management Inc. | 0.00% | New | 7 | $4K |
| Principia Wealth Advisory, LLC | 0.00% | — | 6 | $3K |
| Gould Capital, LLC | 0.00% | No change | 6 | $3K |
| Robbins Farley | 0.00% | No change | 6 | $3K |
| Perritt Capital Management Inc | 0.00% | No change | 5 | $3K |
| Banque Transatlantique SA | 0.00% | — | 5 | $3K |
| POM Investment Strategies, LLC | 0.00% | New | 4 | $2K |
| Covestor Ltd | 0.00% | No change | 3 | $2K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | No change | 3 | $2K |
| Pflug Koory, LLC | 0.00% | No change | 3 | $2K |
| PSI Advisors, LLC | 0.00% | Add +33.3% | 4 | $2K |
| Hoey Investments, Inc. | 0.00% | New | 3 | $2K |
| Legend Financial Advisors, Inc. | 0.00% | New | 3 | $2K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | New | 3 | $2K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 2 | $1K |
| Marquette Asset Management, LLC | 0.00% | Reduce -97.1% | 2 | $1K |
| Evelyn Partners Investment Management LLP | 0.00% | — | 2 | $1K |
| PFG Private Wealth Management, LLC | 0.00% | No change | 1 | $539 |
| Wellington Shields & Co., LLC | 0.00% | No change | 1 | $539 |
| Front Row Advisors LLC | 0.00% | No change | 1 | $539 |
"% 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.