Vanguard S&P 500 ETFVOOETF
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 3,391 institutions reported holding Vanguard S&P 500 ETF (VOO) in their 13F filings, up 58 from Q1 2025. 163 opened new positions and 103 sold out. The largest holders were Vanguard Group Inc. ($20.9B), Raymond James Financial Inc. ($16.2B) and JPMorgan Chase & Co. ($16.0B). 9 famous investors held it, including Prem Watsa (2.2% of Fairfax Financial Holdings's portfolio), Leon Cooperman (0.9% of Omega Advisors (Leon Cooperman)'s portfolio) and Joel Greenblatt (0.4% of Gotham Asset Management's portfolio).
- Company
- Vanguard S&P 500 ETF
- CUSIP
- 922908363
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 163 | $1.4B |
| Exits | 103 | $2.6B |
All 13F filers, Q1 2025 → Q2 2025: 34,539,861 shares bought and 16,984,817 shares sold, net +17,555,044 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3,391 holders
| Vanguard Group Inc. | 0.34% | Add +6.7% | 36,763,979 | $20.9B |
| Raymond James Financial Inc. | 5.57% | Add +6.9% | 28,484,896 | $16.2B |
| JPMorgan Chase & Co. | 1.10% | Reduce -3.6% | 28,174,911 | $16.0B |
| California Public Employees Retirement System | 9.37% | Add +17.9% | 25,883,852 | $14.7B |
| Bank of America Corp. | 1.15% | Add +2.2% | 25,095,520 | $14.3B |
| Morgan Stanley | 0.86% | Reduce -2.6% | 23,319,498 | $13.2B |
| Goldman Sachs Group Inc. | 1.21% | Reduce -0.3% | 13,180,482 | $7.5B |
| Jones Financial Companies LLLP | 5.67% | Add +23.4% | 13,185,471 | $7.5B |
| Envestnet Asset Management Inc. | 1.98% | Add +1.2% | 11,926,171 | $6.8B |
| Corient Private Wealth LP | 7.97% | Reduce -5.7% | 2,252,320 | $6.0B |
| Acorns Advisers, LLC | 43.12% | Add +4.7% | 8,847,296 | $5.0B |
| LPL Financial LLC | 1.16% | Add +7.8% | 6,115,211 | $3.5B |
| Wells Fargo & Company | 0.71% | Add +10.2% | 5,677,797 | $3.2B |
| Ameriprise Financial Inc. | 0.75% | Add +2.8% | 5,313,239 | $3.0B |
| Mercer Global Advisors Inc. | 5.91% | Add +8.2% | 4,636,511 | $2.6B |
| Cerity Partners LLC | 4.34% | Add +9.8% | 4,281,559 | $2.4B |
| Royal Bank of Canada | 0.46% | Add +25.4% | 4,147,081 | $2.4B |
| UBS Group AG | 0.48% | Add +0.7% | 4,027,962 | $2.3B |
| Assetmark, Inc. | 4.37% | Add +3.5% | 3,261,402 | $1.9B |
| Citigroup Inc. | 1.26% | Add +22.4% | 3,173,596 | $1.8B |
| National Mutual Insurance Federation of Agricultural Cooperatives | 13.45% | No change | 2,925,650 | $1.7B |
| HighTower Advisors, LLC | 1.82% | Add +7.1% | 2,557,272 | $1.5B |
| Mirae Asset Global Investments Co., Ltd. | 4.84% | Reduce -3.3% | 2,446,557 | $1.4B |
| Cambridge Associates LLC /Ma/ | 29.58% | Reduce -0.8% | 2,364,420 | $1.3B |
| Northwestern Mutual Wealth Management Co. | 0.97% | Add +4.5% | 2,339,290 | $1.3B |
| Wealthspire Advisors, LLC | 7.38% | Reduce -1.7% | 2,311,300 | $1.3B |
| FJ Investments, LLC | 87.36% | Add +14.2% | 2,165,268 | $1.2B |
| Clal Insurance Enterprises Holdings Ltd | 11.53% | Reduce -26.3% | 2,056,083 | $1.2B |
| Truist Financial Corp. | 1.69% | Reduce -0.4% | 2,032,668 | $1.2B |
| E-L Financial Corp Ltd | 100.00% | Reduce 0.0% | 1,479,853 | $1.1B |
| Cliftonlarsonallen Wealth Advisors, LLC | 18.92% | Add +9.3% | 1,985,564 | $1.1B |
| Cambridge Investment Research Advisors, Inc. | 3.18% | Add +2.3% | 1,840,341 | $1.0B |
| Envestnet Portfolio Solutions, Inc. | 3.79% | Reduce -0.3% | 1,815,609 | $1.0B |
| Trans-Canada Capital Inc. | 68.17% | Add +8.9% | 1,756,592 | $1.0B |
| Pathstone Holdings, LLC | 3.76% | Reduce -0.8% | 1,678,147 | $950.8M |
| Provida Pension Fund Administrator | 16.95% | Reduce -6.5% | 1,647,645 | $935.9M |
| Glenmede Investment Management, LP | 4.66% | — | 1,621,868 | $921.3M |
| United Capital Financial Advisors, LLC | 7.23% | Reduce -4.3% | 1,575,401 | $894.9M |
| Cetera Investment Advisers | 1.50% | Add +7.6% | 1,565,406 | $889.2M |
| Focus Partners Wealth | 1.91% | Add +8.3% | 1,548,766 | $879.8M |
| Stifel Financial Corp. | 0.85% | Add +3.8% | 1,535,199 | $872.1M |
| Fisher Asset Management | 0.34% | Reduce -0.6% | 1,521,821 | $864.4M |
| Commonwealth Equity Services, LLC | 1.13% | Reduce -0.4% | 1,504,556 | $854.6M |
| Angeles Investment Advisors, LLC | 46.09% | Add +1.0% | 1,435,331 | $815.3M |
| Plante Moran Financial Advisors, LLC | 56.37% | Add +9.4% | 1,412,471 | $802.3M |
| Charles Schwab Investment Management Inc. | 0.14% | Add +9.6% | 1,382,627 | $785.4M |
| Bank of Montreal | 0.39% | Add +7.9% | 1,359,692 | $772.3M |
| JMG Financial Group, Ltd. | 23.40% | Reduce -2.4% | 1,358,788 | $771.8M |
| Creative Planning | 0.65% | Add +1.7% | 1,343,735 | $763.3M |
| Freestone Grove Partners LP | 5.64% | Add +43.7% | 1,314,745 | $746.8M |
| Nicholas Hoffman & Company, LLC. | 18.78% | Add +23.1% | 1,279,348 | $726.7M |
| Manufacturers Life Insurance Company, The | 0.64% | Add +3.5% | 1,247,587 | $708.7M |
| Osaic Holdings, Inc. | 1.26% | Add +25.8% | 1,258,713 | $706.0M |
| Alliancebernstein L.P. | 0.22% | Add +20.8% | 1,210,576 | $687.6M |
| Schroder Investment Management Group | 0.58% | Reduce -12.0% | 1,212,425 | $685.3M |
| Investure, LLC | 51.30% | Reduce -30.2% | 1,184,392 | $672.8M |
| Clearstead Advisors, LLC | 9.40% | Add +0.9% | 1,177,459 | $668.9M |
| Captrust Financial Advisors | 1.49% | Add +10.2% | 1,176,167 | $668.1M |
| Rockefeller Capital Management L.P. | 1.44% | Add +1.2% | 1,156,835 | $657.1M |
| Alberta Investment Management Corp | 5.52% | Add +176.0% | 1,145,256 | $650.5M |
| Pandi, LLC | 86.58% | Add +5.0% | 1,138,934 | $646.9M |
| Systematic Alpha Investments, LLC | 22.85% | No change | 1,132,544 | $643.3M |
| Summit Trail Advisors, LLC | 10.66% | New | 1,090,394 | $621.3M |
| Natixis Advisors, LLC | 0.90% | Add +34.9% | 1,001,434 | $568.8M |
| Cerity Partners OCIO LLC | 30.60% | Reduce -15.7% | 971,841 | $552.0M |
| CIBC Asset Management Inc | 1.71% | Add +2.2% | 958,611 | $544.5M |
| Call To Action Foundation | 100.00% | Add +1.1% | 918,161 | $521.5M |
| Wealth Enhancement Advisory Services, LLC | 0.83% | Add +8.3% | 875,114 | $503.4M |
| Analyst IMS Investment Management Services Ltd. | 16.93% | Add +0.2% | 872,981 | $495.9M |
| CHURCHILL MANAGEMENT Corp | 5.33% | Reduce -0.3% | 864,054 | $490.8M |
| Baird Financial Group, Inc. | 0.83% | Reduce -3.6% | 829,440 | $471.1M |
| GenTrust, LLC | 22.00% | Reduce -9.7% | 819,147 | $466.7M |
| Nepc LLC | 11.77% | Add +5.1% | 818,600 | $465.0M |
| Mariner, LLC | 0.66% | Add +3.6% | 810,912 | $460.6M |
| Diversified Trust Co. | 10.10% | Add +0.4% | 801,321 | $455.2M |
| Hancock Prospecting Pty Ltd | 14.42% | No change | 798,474 | $453.6M |
| CIBC Private Wealth Group LLC | 0.79% | Add +0.9% | 777,889 | $441.9M |
| Tiaa Trust, National Association | 1.14% | Reduce -4.9% | 773,577 | $439.4M |
| Wealthfront Advisers LLC | 1.12% | Add +0.0% | 762,835 | $433.3M |
| Northwestern Mutual Investment Management Company, LLC | 6.58% | Reduce -9.6% | 752,231 | $427.3M |
| Bessemer Group Inc. | 0.68% | Reduce -6.2% | 739,733 | $420.2M |
| MML Investors Services, LLC | 1.19% | Add +1.8% | 726,952 | $412.9M |
| Citizens Financial Group Inc. | 6.63% | Reduce -0.7% | 724,517 | $412.7M |
| Neuberger Berman Group LLC | 0.31% | Reduce -2.9% | 710,824 | $403.8M |
| Teacher Retirement System of Texas | 1.62% | Reduce -15.3% | 681,104 | $386.9M |
| Bank of New York Mellon Corp | 0.07% | Reduce -3.0% | 662,972 | $376.6M |
| Beacon Pointe Advisors, LLC | 3.80% | Add +7.3% | 639,303 | $363.1M |
| SWF LLC | 41.69% | Add +9008.0% | 631,823 | $358.9M |
| Bokf, NA | 5.81% | Add +10.2% | 631,059 | $358.5M |
| Hollencrest Capital Management | 15.17% | Add +1.1% | 624,082 | $354.5M |
| Makena Capital Management LLC | 34.49% | Reduce -19.1% | 606,092 | $344.3M |
| Fifth Third Bancorp | 1.18% | Add +2.1% | 602,096 | $342.0M |
| OMERS ADMINISTRATION Corp | 2.68% | Reduce -2.8% | 600,715 | $341.2M |
| Texas Capital Bank Wealth Management Services Inc | 30.88% | Reduce -4.9% | 582,195 | $330.7M |
| Globe Life Inc. | 90.13% | Reduce -2.2% | 579,183 | $329.0M |
| Tredje AP-fonden | 2.61% | Add +143.4% | 576,980 | $327.7M |
| Wedbush Securities Inc. | 11.24% | Reduce -6.3% | 565,370 | $321.1M |
| Keybank National Association | 1.19% | Add +1.9% | 562,657 | $319.6M |
| Valmark Advisers, Inc. | 4.43% | Reduce -0.9% | 558,646 | $317.3M |
| Kensington Asset Management, LLC | 23.57% | Add +163.2% | 549,593 | $312.2M |
| Acropolis Investment Management, LLC | 16.75% | Reduce -0.0% | 536,809 | $304.9M |
| Center for Financial Planning, Inc. | 34.82% | Add +0.7% | 534,508 | $303.6M |
| NewEdge Advisors, LLC | 1.56% | Add +6.2% | 531,966 | $302.2M |
| Sand Hill Global Advisors, LLC | 11.20% | Add +5.8% | 531,012 | $301.6M |
| Constellation Investments, Inc. | 13.90% | No change | 529,000 | $300.5M |
| Old National Bancorp | 5.33% | Add +2.9% | 526,772 | $299.2M |
| Liquid Strategies, LLC | 65.39% | Reduce -19.2% | 526,660 | $299.2M |
| Sagespring Wealth Partners, LLC | 6.37% | Reduce -2.3% | 1,547,982 | $295.8M |
| JBF Capital, Inc. | 46.16% | No change | 509,121 | $289.2M |
| BlackRock, Inc. | 0.01% | Reduce -1.9% | 508,418 | $288.8M |
| BOK Financial Private Wealth, Inc. | 19.23% | Add +2.7% | 506,010 | $288.3M |
| Janus Henderson Group PLC | 0.14% | Add +90.0% | 504,617 | $286.6M |
| MCF Advisors LLC | 18.93% | Reduce -8.5% | 502,902 | $286.3M |
| Wellington Management Group LLP | 0.05% | Add +10.9% | 498,893 | $283.4M |
| US Bancorp \de | 0.35% | Add +2.8% | 495,709 | $281.6M |
| Sun Life Financial Inc. | 15.34% | Reduce -0.3% | 493,833 | $280.5M |
| Adventist Health System/ West | 41.38% | No change | 490,500 | $278.6M |
| Fiera Capital Corp | 0.94% | Reduce -0.4% | 487,856 | $277.1M |
| First Manhattan Co. Llc. | 0.78% | Add +5.3% | 484,180 | $275.9M |
| SCS Capital Management LLC | 3.02% | Add +1.5% | 477,804 | $272.2M |
| M&T Bank Corp | 0.93% | Add +6.2% | 479,022 | $272.1M |
| Northeast Financial Consultants Inc | 11.12% | Add +3.7% | 478,910 | $272.0M |
| Allspring Global Investments Holdings, LLC | 0.45% | Add +19.8% | 473,777 | $269.0M |
| FMR LLC | 0.02% | Add +5.3% | 472,700 | $268.5M |
| National Philanthropic Trust | 3.58% | Add +185.4% | 470,846 | $267.5M |
| Barclays PLC | 0.11% | Add +0.2% | 470,394 | $267.2M |
| Retirement Planning Group, LLC | 11.29% | Add +6.0% | 467,224 | $265.4M |
| Kestra Advisory Services, LLC | 1.27% | Reduce -22.1% | 457,689 | $260.0M |
| Karpus Management, Inc. | 8.37% | Reduce -1.0% | 457,002 | $259.6M |
| Country Trust Bank | 5.61% | Add +50.9% | 440,523 | $250.2M |
| Moneta Group Investment Advisors LLC | 2.96% | Add +6.6% | 437,487 | $248.5M |
| Steward Partners Investment Advisory, LLC | 1.94% | Add +2.9% | 435,708 | $247.5M |
| Cresset Asset Management, LLC | 1.23% | Reduce -6.0% | 430,140 | $245.1M |
| Smithfield Trust Co | 11.34% | Add +1.0% | 422,419 | $240.0M |
| Northern Trust Corp. | 0.03% | Add +15.4% | 419,995 | $238.6M |
| Ieq Capital, LLC | 1.45% | Add +16.3% | 423,100 | $236.4M |
| Axis Capital Holdings Ltd. | 95.98% | Reduce -4.3% | 413,884 | $235.1M |
| Harbour Investments, Inc. | 5.96% | Add +16.4% | 413,827 | $235.1M |
| Allianz Asset Management GmbH | 0.31% | Add +64.7% | 412,216 | $234.2M |
| Sanctuary Advisors, LLC | 1.43% | Add +0.5% | 407,151 | $231.3M |
| Keel Point, LLC | 15.29% | Add +1.6% | 406,720 | $231.0M |
| Janney Montgomery Scott LLC | 0.59% | Add +2.7% | 395,465 | $224.6M |
| Robertson Stephens Wealth Management, LLC | 7.71% | Add +3.0% | 390,586 | $222.5M |
| Lincoln National Corp. | 6.70% | Add +1.0% | 389,179 | $221.1M |
| Regions Financial Corp. | 1.51% | Add +9.2% | 385,606 | $219.0M |
| SBI Securities Co., Ltd. | 6.21% | Reduce -0.3% | 380,187 | $216.0M |
| Fusion Family Wealth, LLC | 18.14% | Add +2.7% | 377,700 | $214.5M |
| Invictus Private Wealth, LLC | 14.56% | Add +5.3% | 374,407 | $212.7M |
| Exchange Traded Concepts, LLC | 2.71% | Reduce -2.7% | 373,433 | $212.1M |
| New York Life Insurance Co. | 60.18% | No change | 372,170 | $211.4M |
| Retirement Systems of Alabama | 0.75% | Add +1313.9% | 369,474 | $209.9M |
| Stratos Wealth Partners, LTD. | 2.85% | Reduce -10.4% | 366,921 | $208.4M |
| Trajan Wealth LLC | 10.09% | Reduce -0.0% | 363,119 | $206.3M |
| Norinchukin Bank, The | 3.06% | Add +22.9% | 362,580 | $206.0M |
| GeoWealth Management, LLC | 7.95% | Add +16.2% | 358,620 | $203.7M |
| Itau Unibanco Holding S.A. | 7.70% | Reduce -9.4% | 356,717 | $202.6M |
| Welch Capital Partners LLC | 45.04% | Reduce -2.1% | 356,169 | $202.3M |
| Gleason Group, Inc. | 21.85% | Add +40.5% | 354,949 | $201.6M |
| Coldstream Capital Management Inc. | 3.30% | Reduce -0.0% | 354,724 | $201.5M |
| Powers Capital, LLC | 99.09% | Reduce -1.3% | 350,822 | $199.3M |
| Brown Advisory Inc. | 0.26% | Add +18.3% | 347,167 | $197.2M |
| Sterling Capital Management LLC | 2.80% | Add +6.9% | 346,108 | $196.6M |
| Steel Grove Capital Advisors, LLC | 23.26% | Add +1.3% | 345,340 | $196.2M |
| Sageworth Trust Co | 10.82% | Add +5.8% | 343,974 | $195.4M |
| Bartlett & Co. Wealth Management LLC | 2.72% | Add +5.0% | 341,527 | $194.6M |
| Pinnacle Financial Partners Inc | 4.09% | Reduce -4.8% | 342,541 | $194.6M |
| West Virginia University Foundation, Inc | 56.95% | Add +2.0% | 332,380 | $188.8M |
| AE Wealth Management LLC | 1.36% | Reduce -7.9% | 327,430 | $186.0M |
| Deutsche Bank AG | 0.07% | Add +17.8% | 326,743 | $185.6M |
| Farther Finance Advisors, LLC | 3.69% | Add +13.4% | 324,438 | $184.3M |
| Intrust Bank NA | 16.29% | Add +4.3% | 323,638 | $183.8M |
| American Trust | 17.30% | Add +55163.3% | 323,290 | $183.6M |
| Blue Trust, Inc. | 2.16% | Add +2.0% | 322,068 | $182.9M |
| Macquarie Group Ltd. | 0.22% | Reduce -62.3% | 320,658 | $182.1M |
| Equitable Trust Co. | 8.98% | Add +29.0% | 317,157 | $180.2M |
| Private Advisor Group, LLC | 0.97% | Add +5.5% | 316,839 | $180.0M |
| TLT Family Holdco ULC | 14.17% | — | 315,500 | $179.2M |
| Lockheed Martin Investment Management Co. | 6.52% | Reduce -1.2% | 314,000 | $178.4M |
| Human Investing LLC | 27.74% | Add +4.6% | 309,574 | $176.1M |
| EP Wealth Advisors, LLC | 1.15% | Add +67.1% | 308,707 | $175.4M |
| Albion Financial Group | 11.36% | Add +6.7% | 306,248 | $174.0M |
| Means Investment Co., Inc. | 16.36% | Add +3.2% | 303,973 | $172.7M |
| Betterment LLC | 0.37% | Add +11.2% | 303,933 | $172.6M |
| Blair William & Co. | 0.48% | Add +4.3% | 303,780 | $172.6M |
| Merit Financial Group, LLC | 1.90% | Reduce -16.8% | 299,850 | $170.3M |
| Wescott Financial Advisory Group, LLC | 16.08% | Add +0.6% | 295,867 | $168.1M |
| OneDigital Investment Advisors LLC | 1.86% | Reduce -2.4% | 295,594 | $167.9M |
| State of Tennessee, Department of Treasury | 0.60% | No change | 294,150 | $167.1M |
| Zhang Financial LLC | 7.70% | Add +1.6% | 293,637 | $166.8M |
| First American Financial Corp | 56.28% | No change | 290,906 | $165.2M |
| Taiyo Life Insurance Co. | 15.47% | No change | 290,100 | $164.8M |
| PFG Advisors | 7.53% | Add +1230.4% | 677,423 | $162.9M |
| AQR Capital Management | 0.13% | Add +90.0% | 284,575 | $161.6M |
| Glassman Wealth Services | 24.55% | Add +0.1% | 282,133 | $160.3M |
| Hardy Reed LLC | 12.77% | Add +3.7% | 280,605 | $159.4M |
| Fairfield University | 86.70% | Reduce -5.7% | 276,488 | $157.1M |
| TRB Advisors LP | 37.44% | Add +450.0% | 275,000 | $156.2M |
| Greenwood Gearhart LLC | 9.63% | Reduce -3.7% | 271,515 | $154.2M |
| AMG National Trust Bank | 4.03% | Add +12.0% | 269,806 | $153.3M |
| Lido Advisors, LLC | 0.81% | Add +23.6% | 267,940 | $152.6M |
| Opus Capital Group, LLC | 18.12% | Reduce -0.2% | 266,482 | $151.4M |
| Equitable Holdings, Inc. | 1.24% | Add +6.8% | 265,574 | $150.9M |
| DAVENPORT & Co LLC | 0.83% | Add +5.5% | 265,107 | $150.6M |
| Hirtle & Co., LLC | 6.38% | Reduce -27.0% | 264,895 | $150.5M |
| First Western Trust Bank | 6.76% | Reduce -4.3% | 264,651 | $150.3M |
| Federation des caisses Desjardins du Quebec | 0.65% | Reduce -4.2% | 261,739 | $148.7M |
| Chicago Partners Investment Group LLC | 4.24% | Add +1.8% | 252,148 | $147.0M |
| Concurrent Investment Advisors, LLC | 2.83% | Add +10.3% | 256,362 | $145.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Add +16.6% | 254,975 | $144.8M |
| Alerus Financial NA | 10.33% | Reduce -3.0% | 252,519 | $143.4M |
| Allen Investment Management, LLC | 1.56% | Add +0.0% | 251,324 | $142.8M |
| Forvis Mazars Wealth Advisors, LLC | 3.07% | Add +3.6% | 250,626 | $142.4M |
| Litman Gregory Wealth Management LLC | 11.07% | Reduce -5.1% | 247,737 | $140.7M |
| Bogart Wealth, LLC | 6.01% | Add +1.7% | 247,585 | $140.6M |
| Millburn Ridgefield LLC | 3.37% | Reduce -6.6% | 246,237 | $139.9M |
| Catalyst Capital Advisors LLC | 2.83% | Reduce -6.6% | 246,237 | $139.9M |
| Quantinno Capital Management LP | 0.60% | Add +32.8% | 243,945 | $138.6M |
| Lutz Financial Services LLC | 10.75% | Add +0.1% | 243,696 | $138.4M |
| D.A. Davidson & Co. | 0.96% | Add +5.8% | 240,799 | $136.8M |
| Global Wealth Strategies & Associates | 38.92% | Add +1.8% | 239,365 | $136.0M |
| GoalVest Advisory LLC | 33.63% | Add +0.1% | 239,109 | $135.8M |
| Nissay Asset Management Corp. /Japan | 0.79% | Reduce -42.4% | 236,572 | $134.4M |
| ALM First Financial Advisors, LLC | 28.62% | No change | 274,615 | $132.3M |
| Wiser Wealth Management, Inc | 33.06% | Add +5.3% | 232,397 | $132.0M |
| Peapack Gladstone Financial Corp. | 1.86% | Add +3.0% | 231,910 | $131.7M |
| Savant Capital, LLC | 0.94% | Reduce -4.6% | 230,486 | $130.9M |
| Cwm, LLC | 0.45% | Reduce -2.2% | 227,063 | $129.0M |
| Condor Capital Management | 11.16% | Add +0.6% | 226,587 | $128.7M |
| Proficio Capital Partners LLC | 8.00% | Add +8.1% | 226,536 | $128.7M |
| World Investment Advisors | 2.88% | Reduce -0.9% | 223,470 | $126.9M |
| OP Asset Management Ltd | 1.83% | No change | 219,490 | $124.7M |
| Ancora Advisors LLC | 2.59% | Reduce -0.8% | 218,751 | $124.3M |
| Fund Evaluation Group, LLC | 4.80% | Add +14.3% | 218,394 | $124.1M |
| Prime Capital Investment Advisors, LLC | 1.65% | Reduce -21.4% | 218,102 | $123.9M |
| Yarbrough Capital, LLC | 4.39% | No change | 216,447 | $122.9M |
| Arrow Financial Corp | 12.90% | Reduce -0.7% | 215,686 | $122.5M |
| Agf Management Ltd. | 0.56% | Add +3.4% | 214,437 | $121.8M |
| Steele Capital Management, Inc. | 5.75% | Add +0.5% | 210,509 | $119.9M |
| Choreo, LLC | 1.66% | Add +34.5% | 208,832 | $119.0M |
| Clarius Group, LLC | 6.79% | Reduce -4.6% | 205,134 | $116.5M |
| Capstone Investment Advisors, LLC | 1.19% | Reduce -1.5% | 202,774 | $115.2M |
| Partners Capital Investment Group, LLP | 4.65% | Reduce -72.0% | 202,662 | $115.1M |
| Mesirow Financial Investment Management, Inc. | 2.24% | Add +1.6% | 201,986 | $114.7M |
| United Services Automobile Association | 11.78% | Reduce -34.0% | 199,703 | $113.4M |
| Southern Farm Bureau Life Insurance | 14.46% | No change | 199,115 | $113.1M |
| Mayport, LLC | 27.08% | Add +6.5% | 198,635 | $112.8M |
| Tectonic Advisors LLC | 6.52% | Add +5.7% | 197,399 | $112.1M |
| One Day In July LLC | 10.11% | Reduce -9.4% | 196,532 | $111.6M |
| StoneX Group Inc. | 5.44% | Add +2.0% | 195,874 | $111.6M |
| Amtrust Financial Services, Inc. | 40.07% | Add +58.4% | 196,400 | $111.6M |
| Avantax Advisory Services, Inc. | 0.60% | Add +2.6% | 191,870 | $109.0M |
| J. Safra Sarasin Holding AG | 1.87% | Reduce -4.5% | 191,153 | $108.6M |
| CW Advisors, LLC | 1.05% | Add +149.8% | 190,320 | $108.1M |
| Charles Schwab Trust Co | 8.05% | Add +11.9% | 188,776 | $107.2M |
| Arkos Global Advisors | 14.82% | Reduce -4.1% | 187,979 | $106.8M |
| Affiance Financial, LLC | 21.56% | Add +13.0% | 186,789 | $106.1M |
| Strategic Investment Advisors / MI | 10.28% | Add +15.7% | 185,858 | $105.8M |
| Bell Bank | 4.80% | Add +1.8% | 181,275 | $103.0M |
| Apollon Wealth Management, LLC | 2.03% | Add +3.1% | 181,161 | $102.9M |
| Efficient Advisors, LLC | 6.13% | Add +4.3% | 181,106 | $102.9M |
| Hudson Bay Capital Management LP | 0.76% | Add +756.4% | 180,267 | $102.4M |
| Crane Advisory, LLC | 16.91% | Reduce -5.7% | 178,008 | $102.0M |
| Banco Santander, S.A. | 0.97% | Reduce -23.1% | 179,608 | $102.0M |
| Savvy Advisors, Inc. | 6.76% | Add +52.0% | 178,254 | $101.3M |
| NorthCoast Asset Management LLC | 0.43% | Add +20.7% | 176,805 | $100.5M |
| RFG Holdings, Inc. | 28.49% | Reduce -1.6% | 173,145 | $98.4M |
| RMR Wealth Builders | 8.90% | Add +3.3% | 171,843 | $97.9M |
| Eisler Capital Management Ltd. | 3.34% | Add +20214.0% | 170,841 | $97.0M |
| Mill Creek Capital Advisors, LLC | 2.15% | Add +0.9% | 170,392 | $96.8M |
| HSBC Holdings PLC | 0.06% | Add +14.4% | 170,222 | $96.7M |
| Evoke Wealth, LLC | 2.26% | Add +13.7% | 168,901 | $96.2M |
| HB Wealth Management, LLC | 0.77% | Add +1.4% | 169,234 | $96.1M |
| Thrivent Financial for Lutherans | 0.21% | Reduce -46.3% | 168,464 | $95.7M |
| Sepio Capital, LP | 6.77% | Add +0.5% | 167,536 | $95.2M |
| Compass Financial Group, INC | 15.46% | Add +9.8% | 165,940 | $94.3M |
| CJM Wealth Advisers, Ltd. | 31.09% | Reduce -3.8% | 164,485 | $93.4M |
| Ironclad Investments LLC | 47.53% | No change | 164,258 | $93.3M |
| Atria Investments, Inc | 1.10% | Reduce -2.0% | 163,603 | $92.9M |
| Performa Ltd (US), LLC | 27.92% | Add +5.5% | 163,016 | $92.6M |
| Ensign Peak Advisors, Inc | 0.16% | New | 162,997 | $92.6M |
| WASHINGTON TRUST Co | 3.27% | Add +2.8% | 162,672 | $92.4M |
| Conrad Siegel Investment Advisors, Inc. | 20.61% | Add +0.8% | 161,729 | $91.9M |
| Advisor OS, LLC | 9.03% | Reduce -1.7% | 161,485 | $91.7M |
| Larson Financial Group LLC | 3.68% | Reduce -44.4% | 161,294 | $91.6M |
| Korea Investment CORP | 0.20% | Reduce -36.2% | 161,090 | $91.5M |
| Comerica Bank | 0.35% | Add +15.3% | 159,710 | $90.7M |
| SilverOak Wealth Management LLC | 16.82% | Add +0.4% | 157,770 | $89.6M |
| Aspiriant, LLC | 2.85% | Add +1.5% | 157,684 | $89.6M |
| Wedmont Private Capital | 3.80% | Reduce -4.0% | 155,278 | $89.1M |
| Warren Street Wealth Advisors, LLC | 29.40% | Add +7.2% | 156,068 | $88.7M |
| PNC Financial Services Group, Inc. | 0.06% | Add +6.1% | 154,364 | $87.7M |
| Privium Fund Management (UK) Ltd | 56.05% | Add +53.8% | 153,410 | $87.5M |
| Stordahl Capital Management, Inc. | 19.28% | Reduce -0.5% | 152,785 | $86.8M |
| Stephens Consulting, LLC | 20.68% | Add +0.1% | 152,551 | $86.7M |
| Obermeyer Wealth Partners | 4.31% | Add +1.9% | 152,519 | $86.6M |
| BIP Alliance, LLC | 33.21% | Add +7.7% | 152,222 | $86.5M |
| Empire Life Investments Inc. | 5.46% | Add +16.3% | 151,266 | $85.9M |
| &partners | 0.66% | Add +9.2% | 150,646 | $85.8M |
| WestHill Financial Advisors, Inc. | 18.18% | Reduce -0.5% | 150,902 | $85.7M |
| Pure Financial Advisors, LLC | 1.51% | Add +26.6% | 150,757 | $85.6M |
| Bank Hapoalim BM | 12.21% | Reduce -0.8% | 165,579 | $85.6M |
| MJP Associates Inc. | 12.53% | Reduce -0.9% | 148,762 | $84.5M |
| American Family Investments, Inc. | 4.61% | Add +23.6% | 148,696 | $84.5M |
| Cambridge Advisors Inc. | 17.60% | Add +2.8% | 148,215 | $84.2M |
| Orion Porfolio Solutions, LLC | 0.72% | Reduce -3.8% | 148,023 | $84.1M |
| Goldstone Financial Group, LLC | 11.05% | Add +4.0% | 145,499 | $83.7M |
| Texas Capital Bancshares Inc | 30.23% | Add +1.8% | 147,123 | $83.6M |
| Webster Bank, N. A. | 8.60% | Add +0.7% | 146,496 | $83.2M |
| J.W. Cole Advisors, Inc. | 1.76% | Add +41.0% | 145,336 | $82.6M |
| Wealthcare Advisory Partners LLC | 1.88% | Add +33.0% | 145,195 | $82.5M |
| MA Private Wealth | 14.74% | Reduce -17.7% | 145,075 | $82.4M |
| CFO4Life Group, LLC | 12.87% | Add +2.3% | 144,877 | $82.3M |
| Trevian Wealth Management LLC | 48.93% | Reduce -14.4% | 141,220 | $80.2M |
| West Financial Advisors, LLC | 13.90% | Add +6.7% | 140,606 | $79.9M |
| BOCHK Asset Management Ltd | 23.04% | New | 140,000 | $79.5M |
| Standpoint Asset Management, LLC | 16.24% | Reduce -20.1% | 139,800 | $79.4M |
| Brass Tax Wealth Management, Inc. | 15.27% | Add +4.3% | 139,614 | $79.3M |
| Angeles Wealth Management, LLC | 5.40% | Reduce -3.2% | 138,473 | $78.7M |
| Circle Wealth Management, LLC | 1.75% | Reduce -5.8% | 138,350 | $78.6M |
| Simon Quick Advisors, LLC | 3.98% | Add +6.7% | 138,275 | $78.5M |
| Summit Financial, LLC | 1.77% | Add +42.5% | 137,724 | $78.5M |
| Manning & Napier Advisors LLC | 0.93% | Reduce -10.5% | 137,953 | $78.4M |
| Factory Mutual Insurance Co. | 0.85% | Add +182.6% | 136,200 | $77.4M |
| Turtle Creek Wealth Advisors, LLC | 9.12% | Reduce -11.4% | 136,061 | $77.3M |
| Common Fund for Nonprofit Organizations | 7.87% | Add +3.9% | 134,121 | $76.2M |
| Composition Wealth, LLC | 1.27% | Reduce -3.5% | 132,765 | $75.4M |
| Elwood & Goetz Wealth Advisory Group, LLC | 16.16% | Add +0.2% | 131,647 | $74.8M |
| CoreCap Advisors, LLC | 2.99% | Add +2.6% | 130,619 | $74.2M |
| OneAscent Financial Services LLC | 5.26% | Reduce -46.5% | 129,468 | $73.7M |
| Twin Tree Management, LP | 1.85% | New | 129,245 | $73.4M |
| Gotham Asset Management | 0.44% | Add +88.9% | 128,540 | $73.0M |
| MAI Capital Management | 0.51% | Add +3.4% | 128,494 | $73.0M |
| Jefferies Financial Group Inc. | 1.26% | Add +0.3% | 128,004 | $72.7M |
| Brio Consultants, LLC | 10.60% | Add +0.1% | 127,754 | $72.6M |
| Standard Family Office LLC | 84.77% | Add +1.8% | 127,386 | $72.4M |
| Evermay Wealth Management LLC | 8.90% | Reduce -5.2% | 126,965 | $72.3M |
| Progeny 3, Inc. | 3.99% | No change | 125,200 | $71.1M |
| Francis Financial, Inc. | 16.34% | Reduce -5.7% | 124,459 | $70.7M |
| Selective Wealth Management, Inc. | 25.79% | Reduce -2.0% | 123,123 | $70.6M |
| Bank of Nova Scotia | 0.15% | Add +2.3% | 124,258 | $70.6M |
| Scott Capital Advisors, LLC | 19.10% | Add +0.5% | 122,899 | $70.5M |
| P/E Global LLC | 14.56% | Reduce -8.0% | 123,275 | $70.0M |
| Summit Wealth Group, LLC | 17.90% | Add +1.6% | 122,743 | $69.7M |
| Fidato Wealth LLC | 49.62% | Add +6.5% | 122,249 | $69.4M |
| Ciovacco Capital Management LLC | 37.58% | Add +30.5% | 121,615 | $69.1M |
| Fortune 45 LLC | 39.80% | Add +5.4% | 121,595 | $69.1M |
| Wilmington Savings Fund Society, FSB | 1.23% | Add +41.4% | 121,582 | $69.1M |
| Proffitt & Goodson Inc. | 10.51% | Add +8.7% | 121,434 | $69.0M |
| Aptus Capital Advisors, LLC | 0.68% | Add +12.7% | 121,176 | $68.8M |
| Simplicity Wealth,LLC | 2.86% | Add +29.3% | 120,921 | $68.7M |
| Franklin, Parlapiano, Turner & Welch, LLC | 17.92% | Add +2.2% | 120,830 | $68.6M |
| Sei Investments Co. | 0.08% | Add +6364.6% | 120,629 | $68.5M |
| Pinion Investment Advisors, LLC | 23.59% | Reduce -51.6% | 120,451 | $68.4M |
| Grove Bank & Trust | 8.53% | Reduce -26.3% | 120,345 | $68.4M |
| AmeriServ Wealth Advisors | 33.66% | Add +23.4% | 119,888 | $68.1M |
| Jasper Ridge Partners, L.P. | 1.70% | Add +6.6% | 119,835 | $68.1M |
| Redwood Investment Management, LLC | 7.16% | Add +4.8% | 118,957 | $67.6M |
| Brookstone Capital Management | 0.89% | Add +18.0% | 118,900 | $67.5M |
| Oldfather Financial Services, LLC | 23.02% | Add +3.3% | 117,899 | $67.0M |
| IMC-Chicago, LLC | 1.67% | New | 117,690 | $66.9M |
| Vestmark Advisory Solutions, Inc. | 0.96% | Reduce -4.6% | 117,431 | $66.7M |
| Syntegra Private Wealth Group, LLC | 6.79% | Add +2377.5% | 117,235 | $66.6M |
| William Marsh Rice University | 47.25% | Reduce -60.0% | 116,799 | $66.3M |
| David Kennon Inc | 24.67% | Add +36.6% | 116,235 | $66.0M |
| Lansing Street Advisors | 19.50% | Add +5.2% | 114,931 | $65.5M |
| Beaird Harris Wealth Management, LLC | 5.05% | Add +6.6% | 114,747 | $65.2M |
| Olympus Wealth Management, LLC | 21.70% | Add +26.9% | 113,697 | $64.6M |
| Prudential PLC | 0.39% | Add +49.7% | 113,192 | $64.3M |
| Integrated Wealth Concepts LLC | 0.63% | Add +6.3% | 110,947 | $63.0M |
| Fifth Third Securities, Inc. | 4.70% | Add +13.9% | 110,227 | $62.6M |
| Investment Research & Advisory Group, Inc. | 23.30% | Add +18.1% | 110,107 | $62.5M |
| Stephens Inc. | 0.86% | Reduce -5.7% | 110,059 | $62.5M |
| Brighton Securities Corp. | 34.02% | Reduce -20.7% | 109,575 | $62.2M |
| NorthRock Partners, LLC | 1.62% | Reduce -1.8% | 109,115 | $62.2M |
| Sierra Capital LLC | 7.16% | Reduce -5.0% | 109,265 | $62.1M |
| Dunhill Financial, LLC | 17.95% | Add +28.4% | 109,122 | $62.0M |
| Nadler Financial Group, Inc. | 6.30% | Reduce -4.4% | 108,347 | $61.5M |
| Ballentine Partners, LLC | 0.93% | Add +6.6% | 108,216 | $61.5M |
| Midwest Trust Co | 0.85% | — | 107,480 | $61.1M |
| Commerce Bank | 0.36% | Reduce -19.8% | 107,043 | $60.8M |
| Allworth Financial LP | 0.29% | Add +9.7% | 106,138 | $60.3M |
| SoundView Advisors Inc. | 22.21% | Add +5.5% | 106,117 | $60.3M |
| Capital Group Private Client Services, Inc. | 0.52% | Add +11.7% | 106,050 | $60.2M |
| Kingsview Wealth Management, LLC | 1.02% | Add +9.6% | 106,019 | $60.2M |
| Roundview Capital LLC | 4.02% | Add +0.0% | 105,790 | $60.1M |
| West Paces Advisors Inc. | 12.78% | Add +10.9% | 105,736 | $60.1M |
| Northeast Investment Management | 2.57% | Add +2.3% | 105,733 | $60.1M |
| Scotia Capital Inc. | 0.28% | Add +3.9% | 104,739 | $59.5M |
| Strategic Blueprint, LLC | 2.90% | Reduce -0.2% | 103,830 | $59.0M |
| Rathbones Group PLC | 0.25% | Add +19.6% | 103,183 | $58.6M |
| Acorn Financial Advisory Services Inc. | 9.59% | Reduce -6.4% | 102,983 | $58.5M |
| Perigon Wealth Management, LLC | 1.36% | Reduce -9.9% | 102,669 | $58.3M |
| Kestra Private Wealth Services, LLC | 0.84% | Reduce -5.3% | 102,566 | $58.3M |
| Optas, LLC | 11.03% | Reduce -50.3% | 102,192 | $58.0M |
| Sigma Planning Corp | 1.74% | Add +2.4% | 101,616 | $57.7M |
| Choate Investment Advisors | 1.24% | Add +4.2% | 100,813 | $57.3M |
| TradeWell Securities, LLC. | 27.35% | Add +1.3% | 100,677 | $57.2M |
| Silphium Asset Management Ltd | 20.14% | New | 99,530 | $56.5M |
| Hill Island Financial LLC | 15.63% | Add +6.1% | 98,684 | $56.1M |
| Bailard, Inc. | 1.30% | Add +0.6% | 98,445 | $55.9M |
| AJ Advisors, LLC | 24.87% | Reduce -2.9% | 98,395 | $55.9M |
| Gitterman Wealth Management, LLC | 12.96% | Add +2.6% | 97,886 | $55.6M |
| Safir Wealth Advisors, LLC | 40.68% | Add +2.5% | 97,606 | $55.4M |
| Twele Capital Management, Inc. | 10.97% | Reduce -0.6% | 97,348 | $55.3M |
| Valeo Financial Advisors, LLC | 1.33% | Reduce -0.8% | 95,875 | $54.1M |
| National Bank of Canada | 0.06% | Add +82.1% | 94,879 | $53.9M |
| Souders Financial Advisors | 6.84% | Add +3.7% | 94,673 | $53.8M |
| Atria Wealth Solutions, Inc. | 1.22% | Reduce -49.3% | 94,258 | $53.8M |
| Crestmont Private Wealth LLC | 19.42% | Add +2.3% | 94,561 | $53.7M |
| Guardian Wealth Advisors, LLC / NC | 3.78% | Add +15.4% | 94,495 | $53.7M |
| Hillcrest Wealth Advisors - NY, LLC | 25.14% | Add +0.9% | 94,121 | $53.5M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 8.22% | Add +3.7% | 94,007 | $53.4M |
| Wit, LLC | 1.32% | Add +6.4% | 93,476 | $53.1M |
| Fragasso Financial Advisors Inc | 3.58% | Reduce -2.4% | 93,340 | $53.0M |
| Freestone Capital Holdings, LLC | 1.80% | Add +0.7% | 93,061 | $52.9M |
| Passaic Partners LLC | 6.36% | Add +99.4% | 92,615 | $52.6M |
| AlTi Global, Inc. | 1.31% | Reduce -2.3% | 91,781 | $52.3M |
| Cantor Fitzgerald Investment Advisors L.P. | 3.68% | Reduce -0.3% | 91,746 | $52.1M |
| Gladstone Institutional Advisory LLC | 2.15% | Add +9.8% | 91,510 | $52.0M |
| Kearns & Associates LLC | 29.78% | No change | 91,459 | $52.0M |
| Moody National Bank Trust Division | 4.75% | Add +13.2% | 91,341 | $51.9M |
| Taikang Asset Management (Hong Kong) Co Ltd | 6.65% | Add +11.9% | 90,905 | $51.6M |
| 3Chopt Investment Partners, LLC | 12.35% | Add +3.2% | 90,176 | $51.4M |
| O'shaughnessy Asset Management, LLC | 0.35% | Add +5.5% | 90,276 | $51.3M |
| Mutual Advisors, LLC | 1.28% | Add +9.3% | 87,486 | $51.2M |
| Trust Co of Tennessee | 11.79% | Reduce -0.2% | 89,104 | $50.6M |
| Level Financial Advisors | 15.74% | Reduce -1.5% | 89,045 | $50.6M |
| Ameraudi Asset Management, Inc. | 26.37% | Add +2.4% | 88,540 | $50.3M |
| Kinsale Capital Group, Inc. | 10.32% | Add +35.1% | 88,490 | $50.3M |
| Gentry Private Wealth, LLC | 38.41% | Add +2.3% | 88,459 | $50.2M |
| Advanced Asset Management Advisors Inc | 13.43% | Reduce -0.4% | 87,564 | $49.7M |
| HBK Sorce Advisory LLC | 1.33% | Reduce -7.9% | 86,705 | $49.3M |
| AlphaCore Capital LLC | 1.87% | Add +45.2% | 86,379 | $49.2M |
| Next Level Wealth Planning, LLC | 31.51% | Add +6.6% | 86,626 | $49.2M |
| Elm Partners Management LLC | 2.84% | Add +276.6% | 86,137 | $48.9M |
| Drucker Wealth 3.0, LLC | 9.45% | Reduce -3.7% | 85,299 | $48.9M |
| CENTRAL TRUST Co | 1.13% | Add +1.1% | 86,018 | $48.9M |
| Salomon & Ludwin, LLC | 4.82% | Reduce -4.0% | 85,491 | $48.8M |
| EMC Capital Management | 26.11% | Add +26.1% | 85,218 | $48.4M |
| CANADA LIFE ASSURANCE Co | 0.08% | Add +16.1% | 84,615 | $48.2M |
| Sompo Asset Management Co., Ltd. | 8.33% | Add +1.4% | 84,367 | $47.9M |
| Global Retirement Partners, LLC | 1.18% | — | 83,917 | $47.7M |
| Fiduciary Trust Co | 0.59% | Reduce -2.4% | 83,890 | $47.7M |
| Crescent Grove Advisors, LLC | 4.60% | Add +1.4% | 83,312 | $47.5M |
| Rolek Wealth Management LLC | 41.05% | Add +1.9% | 83,552 | $47.5M |
| Sage Mountain Advisors LLC | 3.07% | Add +0.5% | 83,005 | $47.1M |
| Compound Planning, Inc. | 1.78% | Add +17.5% | 82,796 | $47.0M |
| IFG Advisors, LLC | 7.89% | Add +16.8% | 82,678 | $47.0M |
| Daymark Wealth Partners, LLC | 1.79% | Reduce -14.0% | 82,672 | $47.0M |
| Boyd Wealth Management, LLC | 20.19% | Add +38.2% | 82,086 | $46.6M |
| Sage Financial Group Inc. | 3.44% | Add +34.7% | 81,923 | $46.5M |
| Rooted Wealth Advisors, Inc. | 16.04% | Add +4.5% | 80,943 | $46.4M |
| HBW Advisory Services LLC | 5.65% | Add +1.5% | 80,606 | $45.8M |
| Geneos Wealth Management Inc. | 1.12% | Add +26.7% | 80,553 | $45.8M |
| LM Advisors LLC | 5.90% | Add +0.9% | 80,256 | $45.6M |
| Greenleaf Trust | 0.40% | Add +9.2% | 80,017 | $45.5M |
| Resolute Advisors LLC | 11.25% | Add +0.2% | 79,465 | $45.3M |
| ForthRight Wealth Management, LLC | 14.06% | Add +3.8% | 79,374 | $45.1M |
| Fiduciary Group, LLC | 4.23% | Add +0.9% | 79,134 | $45.0M |
| Fort Washington Investment Advisors Inc. | 0.26% | Reduce -9.4% | 78,813 | $44.8M |
| Oppenheimer & Co. Inc. | 0.59% | Add +8.3% | 78,733 | $44.7M |
| BCK Partners, Inc. | 26.13% | Add +0.1% | 78,407 | $44.5M |
| Liberty Square Wealth Partners LLC | 15.27% | Add +3.5% | 77,833 | $44.2M |
| Money Concepts Capital Corp. | 2.94% | Add +7.2% | 77,398 | $44.0M |
| Modern Wealth Management, LLC | 1.08% | Reduce -0.1% | 77,392 | $44.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | New | 77,215 | $43.9M |
| MBM Wealth Consultants, LLC | 11.65% | Add +1.8% | 76,620 | $43.5M |
| Steph & Co. | 14.05% | Add +0.1% | 76,263 | $43.3M |
| B.O.S.S. Retirement Advisors, LLC | 10.87% | Add +0.5% | 76,210 | $43.3M |
| Tenon Financial LLC | 18.99% | Add +4.0% | 75,697 | $43.0M |
| TD Private Client Wealth LLC | 1.05% | Add +0.7% | 75,271 | $42.8M |
| Kickstand Ventures, Llc. | 9.93% | Reduce -10.3% | 74,770 | $42.5M |
| Sellwood Investment Partners LLC | 20.27% | Reduce -2.4% | 74,670 | $42.4M |
| Diversify Advisory Services, LLC | 1.62% | Add +26.1% | 71,768 | $42.4M |
| Galilei Investment Office LLP | 21.45% | Reduce -3.9% | 75,615 | $42.2M |
| Franklin Resources Inc. | 0.01% | Add +0.6% | 74,137 | $42.1M |
| Rwa Wealth Partners, LLC | 0.52% | Add +3.7% | 73,631 | $41.8M |
| Hikari Tsushin, Inc. | 2.95% | Reduce -10.9% | 73,621 | $41.8M |
| Landmark Wealth Management, Inc. | 17.82% | Add +34.0% | 73,234 | $41.6M |
| Fairfax Financial Holdings | 2.21% | New | 72,900 | $41.4M |
| Oak Harvest Investment Services | 5.18% | Reduce -1.5% | 72,842 | $41.4M |
| Cibc World Market Inc. | 0.09% | Add +5.2% | 72,279 | $41.1M |
| Rehmann Capital Advisory Group | 2.48% | Add +2.6% | 72,158 | $41.0M |
| Waverly Advisors, LLC | 0.45% | Add +4.5% | 72,041 | $40.9M |
| Fort Point Capital Partners LLC | 4.10% | Add +2.8% | 71,751 | $40.9M |
| BNP Paribas Financial Markets | 0.03% | Reduce -6.7% | 71,971 | $40.9M |
| Citadel Advisors | 0.04% | Reduce -85.4% | 71,731 | $40.7M |
| NWF Advisory Services Inc. | 4.86% | Add +4.8% | 71,657 | $40.7M |
| Agur Provident & Training Funds Management Ltd. | 15.36% | No change | 71,525 | $40.6M |
| Avion Wealth | 9.26% | Add +15.9% | 71,515 | $40.6M |
| Innovative Wealth Building LLC | 33.57% | Add +5.8% | 71,290 | $40.5M |
| Howland Capital Management LLC | 1.64% | Add +20.4% | 70,601 | $40.2M |
| Foundations Investment Advisors, LLC | 0.63% | Add +34.6% | 70,448 | $40.0M |
| Avior Wealth Management, LLC | 1.38% | Add +2.5% | 70,150 | $39.8M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.12% | Reduce -1.1% | 69,717 | $39.6M |
| Associated Banc-Corp | 1.12% | Add +3.6% | 69,706 | $39.6M |
| Sheets Smith Wealth Management | 4.60% | Add +3.4% | 69,217 | $39.3M |
| Parisi Gray Wealth Management | 11.21% | Reduce -1.1% | 68,845 | $39.1M |
| Phillips Financial Management, LLC | 2.84% | Add +0.9% | 68,790 | $39.1M |
| Evercore Wealth Management, LLC | 0.60% | Add +11.4% | 68,311 | $38.8M |
| Landmark Wealth Management, LLC | 16.41% | Reduce -1.8% | 67,846 | $38.5M |
| Westerkirk Capital Inc. | 4.75% | — | 67,775 | $38.5M |
| Precision Wealth Strategies, LLC | 12.48% | New | 67,677 | $38.4M |
| BCS Wealth Management | 8.18% | Add +17.9% | 66,918 | $38.0M |
| Principal Financial Group Inc. | 0.02% | Reduce -1.4% | 66,804 | $37.9M |
| Plancorp, LLC | 1.30% | Add +6.1% | 66,235 | $37.6M |
| SigFig Wealth Management, LLC | 1.24% | Add +0.4% | 66,349 | $37.6M |
| JDM Financial Group LLC | 17.63% | Reduce -1.2% | 65,784 | $37.4M |
| Ameritas Investment Partners, Inc. | 1.18% | Reduce -12.6% | 65,754 | $37.4M |
| Mather Group, Llc. | 0.40% | Add +3.6% | 65,584 | $37.3M |
| Eagle Wealth Strategies LLC | 20.83% | Add +0.4% | 65,569 | $37.2M |
| State Farm Mutual Automobile Insurance Co. | 0.03% | Add +271.4% | 64,977 | $36.9M |
| Legacy PCG, LLC | 23.43% | Add +13.1% | 64,417 | $36.6M |
| Pittenger & Anderson Inc. | 1.34% | Add +0.5% | 64,389 | $36.6M |
| Oxler Private Wealth LLC | 11.47% | Add +21.9% | 64,277 | $36.5M |
| St. Louis Trust Co | 4.86% | Add +8.8% | 64,178 | $36.5M |
| Mitchell McLeod Pugh & Williams Inc. | 6.76% | Add +2.0% | 63,871 | $36.3M |
| Fulton Bank, N.A. | 1.33% | Add +7.6% | 63,455 | $36.0M |
| Verum Partners LLC | 8.28% | Add +48.5% | 63,131 | $35.9M |
| Ethos Financial Group, LLC | 3.08% | Add +105.4% | 62,758 | $35.7M |
| Leavell Investment Management, Inc. | 1.60% | Add +5.4% | 62,691 | $35.7M |
| Oak Root LLC | 4.40% | Reduce -0.9% | 62,595 | $35.6M |
| Financial Management Professionals, Inc. | 4.00% | Add +5.4% | 62,366 | $35.5M |
| Financial Sense Advisors, Inc. | 8.75% | Reduce -18.7% | 62,451 | $35.5M |
| Clifford Group, LLC | 29.02% | Add +4.2% | 62,196 | $35.3M |
| QRG Capital Management, Inc. | 0.31% | Add +15.4% | 61,982 | $35.2M |
| Aufman Associates Inc | 21.67% | Reduce -0.8% | 61,870 | $35.1M |
| Garde Capital, Inc. | 1.87% | Reduce -20.0% | 61,608 | $35.0M |
| Ocean Park Asset Management, LLC | 1.24% | No change | 67,861 | $34.9M |
| Topsail Wealth Management, LLC | 6.35% | Add +7.8% | 60,950 | $34.7M |
| University of Chicago | 29.53% | No change | 60,891 | $34.7M |
| Jackson Wealth Management, LLC | 3.77% | Add +3.6% | 61,006 | $34.7M |
| Synovus Financial Corp. | 0.42% | Add +10.8% | 60,502 | $34.4M |
| Johnson Investment Counsel Inc. | 0.31% | Add +17.3% | 60,495 | $34.4M |
| Greenbush Financial Group, LLC | 14.83% | Add +39.5% | 59,922 | $34.0M |
| Aurelius Family Office LLC | 16.01% | Add +1.4% | 59,630 | $33.9M |
| Atlas Legacy Advisors, LLC | 7.40% | Add +4.7% | 59,117 | $33.6M |
| Venturi Wealth Management, LLC | 1.66% | Reduce -73.1% | 59,051 | $33.5M |
| Bear Mountain Capital, Inc. | 11.98% | Add +2.6% | 57,981 | $33.5M |
| Fidelis Capital Partners, LLC | 3.04% | Add +3.6% | 57,465 | $33.4M |
| Okabena Investment Services Inc. | 7.41% | Reduce -33.3% | 58,771 | $33.4M |
| BBR Partners, LLC | 2.05% | Add +3.1% | 57,964 | $32.9M |
| Old Mission Capital LLC | 0.88% | New | 57,876 | $32.9M |
| Integral Investment Advisors, Inc. | 9.36% | Add +2.0% | 57,760 | $32.8M |
| GenWealth Group, Inc. | 6.58% | Add +10.9% | 57,472 | $32.6M |
| Cynosure Group, LLC | 3.69% | Add +0.9% | 57,392 | $32.6M |
| Two Sigma Investments, LP | 0.06% | Add +181.2% | 57,090 | $32.4M |
| Boston Family Office LLC | 2.15% | Add +3.8% | 57,065 | $32.4M |
| Bleakley Financial Group, LLC | 0.82% | Add +91.2% | 56,793 | $32.3M |
| Curated Wealth Partners LLC | 3.77% | Add +5.9% | 56,663 | $32.2M |
| Wolverine Trading, LLC | 0.82% | Reduce -26.0% | 56,700 | $32.1M |
| Level Four Advisory Services, LLC | 1.18% | Add +15.7% | 56,416 | $32.0M |
| Trust Co of the South | 5.69% | Add +14.3% | 56,415 | $32.0M |
| Lake Hills Wealth Management, LLC | 18.32% | Add +4956.8% | 56,333 | $32.0M |
| Securian Asset Management, Inc. | 0.91% | Reduce -1.1% | 56,238 | $31.9M |
| Nan Shan Life Insurance Co., Ltd. | 0.71% | Reduce -5.7% | 56,154 | $31.9M |
| Sfm, LLC | 20.46% | Reduce -7.9% | 56,131 | $31.9M |
| Crestwood Advisors Group, LLC | 0.57% | Reduce -1.0% | 55,971 | $31.8M |
| Cordgrass Capital Advisors, LLC | 8.56% | Add +1.6% | 55,755 | $31.7M |
| CreativeOne Wealth, LLC | 0.82% | Add +25.1% | 55,273 | $31.4M |
| Royal Fund Management, LLC | 3.33% | Add +2.3% | 54,872 | $31.3M |
| Integrated Advisors Network LLC | 1.40% | Add +24.0% | 54,708 | $31.1M |
| Basso Capital Management, L.P. | 23.03% | Add +0.1% | 54,698 | $31.1M |
| Tompkins Financial Corp. | 2.85% | Add +10.8% | 54,599 | $31.0M |
| Belpointe Asset Management LLC | 1.29% | Add +11.5% | 54,559 | $31.0M |
| Claro Advisors Inc. | 5.11% | Reduce -6.8% | 54,470 | $30.9M |
| Conquis Financial LLC | 29.89% | Reduce -25.7% | 54,047 | $30.8M |
| R. W. Roge & Company, Inc. | 17.48% | Reduce -10.5% | 54,176 | $30.8M |
| Fiduciary Wealth Partners, LLC | 28.82% | Reduce -27.6% | 53,858 | $30.6M |
| Brooklyn FI, LLC | 7.81% | Add +18.9% | 53,671 | $30.5M |
| Applied Capital LLC | 13.39% | Add +3.2% | 53,565 | $30.4M |
| Zurich Insurance Group Ltd | 0.23% | Reduce -18.9% | 53,151 | $30.1M |
| IFG Advisory, LLC | 1.50% | Reduce -2.2% | 52,691 | $29.9M |
| Susquehanna International Group, LLP | 0.05% | Reduce -29.3% | 52,614 | $29.9M |
| Cullen/Frost Bankers, Inc. | 0.37% | Add +4.1% | 52,293 | $29.7M |
| Journey Beyond Wealth, LLC | 24.80% | Add +4.6% | 51,773 | $29.4M |
| Avidian Wealth Enterprises, LLC | 1.20% | Add +15.0% | 51,763 | $29.4M |
| First Financial Corp. | 13.13% | Add +7.6% | 51,754 | $29.4M |
| Advisory Services Network, LLC | 0.47% | Add +20.1% | 50,594 | $29.4M |
| SOA Wealth Advisors, LLC. | 5.38% | Add +13.6% | 51,685 | $29.4M |
| Parsons Capital Management Inc. | 1.80% | Reduce -1.6% | 51,640 | $29.3M |
| Aspire Capital Advisors LLC | 8.07% | Add +2.7% | 51,451 | $29.2M |
| Stratos Wealth Advisors, LLC | 1.54% | Reduce -5.5% | 51,283 | $29.1M |
| Canton Hathaway, LLC | 5.94% | Reduce -1.4% | 51,270 | $29.1M |
| First National Bank of Omaha | 1.88% | Add +12.0% | 51,067 | $29.0M |
| Soundwatch Capital LLC | 4.93% | Add +16553.7% | 2,196,459 | $29.0M |
| Bowman & Co S.C. | 12.95% | Add +3.6% | 50,847 | $28.9M |
| Fairway Wealth LLC | 9.23% | Add +11.4% | 50,814 | $28.9M |
| Vident Advisory, LLC | 0.32% | Reduce -20.3% | 50,667 | $28.8M |
| Baker Tilly Wealth Management, LLC | 10.23% | Add +2.5% | 50,428 | $28.6M |
| Charter Oak Capital Management, LLC | 2.42% | Reduce -3.9% | 50,360 | $28.6M |
| Intelligent Financial Strategies | 15.13% | Reduce -12.3% | 50,031 | $28.5M |
| Trust Co. of Vermont | 1.34% | Reduce -0.9% | 50,118 | $28.5M |
| Woodside Wealth Management LLC | 24.48% | Add +1.2% | 50,074 | $28.4M |
| Sandy Cove Advisors, LLC | 10.20% | Reduce -0.4% | 49,723 | $28.2M |
| Diana Davis Spencer Foundation | 9.67% | No change | 49,675 | $28.2M |
| TrueWealth Financial Partners | 15.54% | Add +32.5% | 49,611 | $28.2M |
| Parallel Advisors, LLC | 0.56% | Add +23.6% | 48,911 | $27.8M |
| EverSource Wealth Advisors, LLC | 1.25% | Reduce -2.8% | 48,592 | $27.6M |
| PKO Investment Management Joint-Stock Co | 2.94% | Add +1.5% | 48,258 | $27.4M |
| Flow Traders U.S. LLC | 1.01% | Add +166.2% | 48,246 | $27.4M |
| Prospera Financial Services Inc | 0.51% | Reduce -24.6% | 47,988 | $27.3M |
| Argent Trust Co | 1.02% | Add +6.2% | 47,770 | $27.1M |
| Venture Visionary Partners LLC | 1.02% | Reduce -1.2% | 47,718 | $27.1M |
| Thompson Siegel & Walmsley LLC | 0.46% | Reduce -2.0% | 47,711 | $27.1M |
| First Citizens Bank & Trust Co. | 0.49% | Add +0.9% | 47,305 | $26.9M |
| Fiducient Advisors LLC | 3.27% | Reduce -54.2% | 46,845 | $26.7M |
| Weil Company, Inc. | 7.03% | Add +133.8% | 46,907 | $26.6M |
| Meridian Financial Partners LLC | 12.51% | Reduce -10.9% | 46,853 | $26.6M |
| KilterHowling LLC | 15.80% | Add +2.0% | 46,704 | $26.5M |
| NewEdge Wealth, LLC | 0.41% | Reduce -2.9% | 45,450 | $26.4M |
| Oakworth Capital, Inc. | 1.70% | Add +26759.0% | 46,466 | $26.4M |
| Focus Partners Advisor Solutions, LLC | 0.35% | Add +40.1% | 46,072 | $26.2M |
| CWS Financial Advisors, LLC | 7.57% | Add +4.4% | 45,801 | $26.0M |
| Capital Management Associates, Inc | 8.23% | Reduce -39.3% | 45,729 | $26.0M |
| Van Eck Associates Corp. | 0.03% | Reduce -5.7% | 45,619 | $25.9M |
| Ade, LLC | 13.77% | Add +1.2% | 45,570 | $25.9M |
| Southeast Asset Advisors, LLC | 3.06% | Add +1.4% | 45,274 | $25.7M |
| Sharp Wealth Advisory, LLC | 16.58% | Add +3334.4% | 45,266 | $25.7M |
| Kathleen S. Wright Associates Inc. | 10.03% | Add +3.3% | 45,264 | $25.7M |
| Benchmark Wealth Management, LLC | 11.40% | Add +12.6% | 45,171 | $25.7M |
| Canerector Inc. | 14.54% | Add +0.3% | 45,140 | $25.6M |
| Unconventional Investor, LLC | 14.11% | Reduce -2.8% | 44,930 | $25.5M |
| Romano Brothers and Company | 3.15% | Add +1.0% | 44,887 | $25.5M |
| Fairscale Capital, LLC | 18.50% | Add +10.0% | 43,787 | $25.4M |
| Beacon Harbor Wealth Advisors, Inc. | 6.34% | Reduce -8.5% | 44,731 | $25.4M |
| EnRich Financial Partners LLC | 7.79% | Reduce -9.2% | 44,670 | $25.4M |
| Boston Trust Walden Corp | 0.18% | Add +15.8% | 44,568 | $25.3M |
| Promus Capital, LLC | 16.43% | Reduce -3.9% | 44,549 | $25.3M |
| Rareview Capital LLC | 15.93% | Reduce -16.7% | 44,416 | $25.2M |
| High Net Worth Advisory Group LLC | 6.68% | Add +2.6% | 44,389 | $25.2M |
| First Merchants Corp. | 0.97% | Reduce -4.2% | 44,252 | $25.1M |
| Matrix Trust Co | 3.97% | Add +1.6% | 43,862 | $24.9M |
| Strategent Financial, LLC | 19.43% | Add +5.7% | 43,844 | $24.9M |
| Elevatus Welath Management | 8.28% | Add +912.6% | 43,712 | $24.8M |
| Omega Advisors (Leon Cooperman) | 0.87% | No change | 43,593 | $24.8M |
| Whittier Trust Co. of Nevada Inc. | 0.56% | Reduce -0.9% | 43,577 | $24.8M |
| Members Advisory Group LLC | 9.28% | Add +3.9% | 43,412 | $24.7M |
| UNIVEST FINANCIAL Corp | 1.48% | Reduce -0.7% | 43,432 | $24.7M |
| Williams Jones Wealth Management, LLC. | 0.29% | Add +0.9% | 43,351 | $24.6M |
| First Bank & Trust | 4.39% | Add +5.4% | 43,329 | $24.6M |
| Wealth Group Ltd | 6.25% | Reduce -9.3% | 43,234 | $24.6M |
| Baltimore-Washington Financial Advisors, Inc. | 1.14% | Reduce -1.3% | 43,158 | $24.5M |
| O'Connor Financial Group LLC | 10.77% | Add +11.3% | 42,453 | $24.4M |
| Sequoia Financial Advisors, LLC | 0.17% | Reduce -2.4% | 42,753 | $24.3M |
| Sensible Financial Planning & Management, LLC. | 4.61% | Add +6.6% | 42,741 | $24.3M |
| VestGen Advisors, LLC | 0.97% | Reduce -4.8% | 42,687 | $24.3M |
| Systelligence, LLC | 4.48% | New | 42,602 | $24.2M |
| Tudor Investment Corporation | 0.18% | Add +653.0% | 42,357 | $24.1M |
| Secure Asset Management, LLC | 4.45% | Add +16.0% | 42,185 | $24.0M |
| North Star Investment Management Corp. | 1.67% | Add +2.5% | 42,178 | $24.0M |
| Freedom Financial Partners LLC | 10.07% | Add +3.1% | 42,066 | $23.9M |
| Retirement Wealth Solutions LLC | 17.44% | Reduce -1.1% | 42,050 | $23.9M |
| First National Bank Sioux Falls | 8.75% | Reduce -10.1% | 41,969 | $23.8M |
| IFP Advisors, Inc | 0.68% | Reduce -2.2% | 41,889 | $23.8M |
| Nicolet Bankshares Inc. | 4.09% | Add +87.2% | 41,710 | $23.7M |
| TD Waterhouse Canada Inc. | 0.17% | Reduce -35.1% | 41,644 | $23.6M |
| Bryant Woods Investment Advisors, LLC | 10.19% | Add +2.5% | 41,573 | $23.6M |
| Tower Research Capital LLC (TRC) | 0.64% | Add +17.1% | 41,477 | $23.6M |
| Stuart Investment Advisors, Inc. | 12.06% | Reduce -1.0% | 41,474 | $23.6M |
| Clark Financial Services Group Inc. | 14.48% | Reduce -6.3% | 41,469 | $23.6M |
| Marshall Financial Group Inc. | 7.04% | Reduce -7.5% | 41,387 | $23.5M |
| Exencial Wealth Advisors, LLC | 0.83% | Add +2.9% | 41,299 | $23.5M |
| Manchester Capital Management LLC | 3.07% | Reduce -6.6% | 41,101 | $23.3M |
| Park Avenue Securities LLC | 0.21% | Add +26.1% | 40,945 | $23.3M |
| Tritonpoint Wealth, LLC | 2.14% | Reduce -0.7% | 40,675 | $23.2M |
| Naples Global Advisors, LLC | 1.99% | Add +1.8% | 40,535 | $23.1M |
| CM Wealth Advisors LLC | 6.79% | Reduce -5.3% | 40,521 | $23.1M |
| Three Bridge Wealth Advisors, LLC | 6.08% | Reduce -1.1% | 40,481 | $23.1M |
| Maseco LLP | 0.88% | — | 40,567 | $23.0M |
| Family Office Research LLC | 10.83% | Add +1.6% | 40,334 | $22.9M |
| Synergy Investment Management, LLC | 13.81% | Add +7.5% | 40,328 | $22.9M |
| Asset Allocation & Management Company, LLC | 10.63% | Add +5.1% | 40,080 | $22.8M |
| Arkadios Wealth Advisors | 0.68% | Add +11.6% | 39,968 | $22.7M |
| Core Wealth Advisors, Inc. | 6.51% | Reduce -0.6% | 39,868 | $22.6M |
| Eq LLC | 8.76% | Reduce -3.1% | 39,747 | $22.6M |
| Rational Advisors, Inc. | 2.33% | Reduce -3.3% | 39,499 | $22.4M |
| Verdence Capital Advisors LLC | 1.53% | Reduce -0.1% | 39,494 | $22.4M |
| Conning Inc. | 0.81% | No change | 39,435 | $22.4M |
| RFG Advisory, LLC | 0.53% | Reduce -3.9% | 39,431 | $22.4M |
| InvesTrust | 8.60% | New | 39,239 | $22.3M |
| Joel Isaacson & Co., LLC | 0.90% | Add +6.8% | 39,118 | $22.2M |
| GTS Securities LLC | 0.99% | Reduce -46.4% | 39,097 | $22.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +13.3% | 39,030 | $22.2M |
| Evanson Asset Management, LLC | 1.38% | Reduce -4.7% | 38,968 | $22.1M |
| Montag A & Associates Inc. | 1.08% | Add +3.0% | 38,830 | $22.1M |
| Park Presidio Capital LLC | 2.35% | Add +2.0% | 38,938 | $22.1M |
| Signal Tree Financial Partners LLC | 19.02% | Add +12.6% | 38,906 | $22.1M |
| Rialto Wealth Management, LLC | 6.16% | Reduce -0.3% | 38,823 | $22.1M |
| CVA Family Office, LLC | 3.09% | Reduce -4.3% | 38,769 | $22.0M |
| MKT Advisors LLC | 8.69% | Reduce -0.3% | 38,649 | $21.9M |
| Alexander Labrunerie & Co., Inc. | 9.09% | Add +64.3% | 38,614 | $21.9M |
| Sound View Wealth Advisors Group, LLC | 1.62% | Reduce -0.7% | 38,596 | $21.9M |
| waypoint wealth counsel | 10.86% | Add +4.9% | 38,563 | $21.9M |
| First Command Advisory Services, Inc. | 0.19% | Reduce -3.5% | 38,443 | $21.8M |
| Mandatum Life Insurance Co Ltd | 5.72% | Add +23.3% | 38,287 | $21.7M |
| Brighton Jones LLC | 0.58% | Add +4.9% | 37,963 | $21.6M |
| Wheelhouse Advisory Group LLC | 10.62% | Add +5.3% | 37,938 | $21.6M |
| Cornerstone Wealth Group, LLC | 1.61% | Add +1.3% | 37,725 | $21.4M |
| Kingswood Wealth Advisors, LLC | 1.69% | Reduce -4.9% | 37,709 | $21.4M |
| Stonegate Investment Group, LLC | 0.54% | Add +0.8% | 37,631 | $21.4M |
| First National Trust Co | 0.80% | Reduce -0.9% | 37,468 | $21.3M |
| Waldron Private Wealth LLC | 0.93% | Reduce -9.5% | 37,334 | $21.3M |
| Balentine LLC | 0.82% | Add +38.7% | 37,269 | $21.2M |
| Transce3nd, LLC | 8.94% | Add +2073.7% | 37,257 | $21.2M |
| Riverpoint Wealth Management Holdings, LLC | 4.97% | Reduce -0.2% | 37,230 | $21.1M |
| Operose Advisors LLC | 5.95% | Add +250.9% | 37,159 | $21.1M |
| Lakeshore Financial Planning, Inc. | 8.46% | Add +0.7% | 37,073 | $21.1M |
| Farmers & Merchants Investments Inc. | 0.61% | Add +9.1% | 37,013 | $21.0M |
| Graypoint LLC | 1.18% | Add +21.6% | 36,986 | $21.0M |
| Heritage Wealth Advisors | 0.99% | Reduce -0.2% | 36,657 | $20.8M |
| Great Valley Advisor Group, Inc. | 0.46% | Add +1.4% | 36,619 | $20.8M |
| TruWealth Advisors, LLC | 1.14% | Add +3.2% | 36,407 | $20.7M |
| Diversify Wealth Management, LLC | 1.27% | Add +3.5% | 34,877 | $20.6M |
| SVB Wealth LLC | 1.10% | New | 36,247 | $20.6M |
| Kovack Advisors, Inc. | 2.01% | Add +6.5% | 36,135 | $20.5M |
| Spectrum Investment Advisors, Inc. | 11.90% | Add +2.8% | 36,120 | $20.5M |
| Toronto Dominion Bank | 0.04% | Add +14.2% | 36,060 | $20.5M |
| Guardian Financial Partners, LLC | 9.18% | Reduce -1.0% | 35,986 | $20.4M |
| 1834 Investment Advisors Co. | 2.58% | Reduce -2.6% | 35,914 | $20.4M |
| Alamar Capital Management, LLC | 11.05% | Add +20.2% | 35,782 | $20.4M |
| Apexium Financial, LP | 1.08% | Reduce -8.2% | 35,771 | $20.3M |
| Cascades Capital Asset Management, LLC | 10.59% | Reduce -13.4% | 35,685 | $20.3M |
| Apella Capital, LLC | 0.55% | Add +33.5% | 35,379 | $20.2M |
| Caliber Wealth Management, LLC / KS | 2.16% | Add +15.4% | 35,434 | $20.1M |
| WNY Asset Management, LLC | 2.21% | Add +21.2% | 35,346 | $20.1M |
| Barings LLC | 0.48% | Reduce -11.1% | 35,299 | $20.1M |
| Pinnacle Bancorp, Inc. | 6.18% | Reduce -0.1% | 35,248 | $20.0M |
| Burney Co./ | 0.68% | Reduce -0.1% | 35,216 | $20.0M |
| Spire Wealth Management | 0.72% | Reduce -31.9% | 35,206 | $20.0M |
| Evergreen Capital Management LLC | 0.60% | Add +16.8% | 35,038 | $20.0M |
| Highline Wealth Partners LLC | 5.91% | Add +1.7% | 35,121 | $19.9M |
| Legacy Financial Group LLC | 2.77% | Reduce -44.1% | 34,965 | $19.9M |
| TFB Advisors LLC | 5.20% | Add +2.3% | 34,930 | $19.8M |
| Centric Wealth Management | 4.72% | New | 33,760 | $19.8M |
| Harbor Advisory Corp. | 6.29% | Reduce -0.8% | 34,775 | $19.8M |
| Cary Street Partners Financial LLC | 0.55% | Reduce -3.5% | 34,760 | $19.7M |
| Keystone Financial Group | 1.78% | Add +4.8% | 34,395 | $19.6M |
| Fort Vancouver Investment Management, LLC | 13.41% | Reduce -1.1% | 34,526 | $19.6M |
| Ashton Thomas Securities, LLC | 4.72% | Reduce -4.6% | 34,360 | $19.5M |
| Northstar Group, Inc. | 3.15% | Reduce -0.4% | 34,282 | $19.5M |
| Carnegie Investment Counsel | 0.39% | Add +1.0% | 34,088 | $19.4M |
| Valtrion Capital Management, LLC | 23.23% | Add +8.3% | 34,082 | $19.4M |
| American Century Companies Inc. | 0.01% | Reduce -21.4% | 33,700 | $19.1M |
| Capital Investment Advisors, LLC | 0.34% | Add +9.8% | 33,630 | $19.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2.63% | Add +44.4% | 33,581 | $19.1M |
| Braun Stacey Associates Inc. | 0.69% | Add +0.8% | 33,455 | $19.0M |
| Ogorek Anthony Joseph /NY/ | 5.84% | Reduce -13.9% | 33,254 | $18.9M |
| Joel Adams & Associates, Inc. | 16.71% | Reduce -6.4% | 33,232 | $18.9M |
| Y.D. More Investments Ltd | 1.30% | Add +0.5% | 33,106 | $18.8M |
| Quotient Wealth Partners, LLC | 0.55% | Reduce -3.6% | 32,961 | $18.7M |
| Base Wealth Management LLC | 11.98% | Reduce -15.6% | 32,903 | $18.7M |
| Brave Asset Management Inc. | 5.07% | Reduce -0.2% | 33,080 | $18.6M |
| Lanham O'Dell & Company, Inc. | 7.85% | Add +4.2% | 32,726 | $18.6M |
| Smith Shellnut Wilson LLC | 8.06% | Add +2.6% | 32,701 | $18.6M |
| Virtue Capital Management, LLC | 3.39% | Reduce -3.0% | 32,468 | $18.4M |
| Roth Financial Partners LLC | 6.65% | Add +16.5% | 32,467 | $18.4M |
| Kohmann Bosshard Financial Services, LLC | 2.05% | Add +0.4% | 32,314 | $18.4M |
| Plan Group Financial, LLC | 6.03% | Reduce -17.7% | 32,284 | $18.3M |
| Beaumont Financial Advisors, LLC | 1.32% | Reduce -15.6% | 32,210 | $18.3M |
| Elios Financial Group Inc. | 8.26% | Reduce -5.4% | 32,045 | $18.2M |
| Tribridge Partners Financial LLC | 10.63% | — | 31,893 | $18.1M |
| Ballentine Capital Advisors, Inc | 8.55% | Reduce -2.2% | 31,763 | $18.0M |
| Wesbanco Bank Inc. | 0.54% | Add +6.1% | 31,694 | $18.0M |
| Blue Square Asset Management, LLC | 8.42% | Reduce -5.3% | 31,643 | $18.0M |
| Dodds Wealth, LLC | 4.80% | Add +0.4% | 31,485 | $17.9M |
| Madden Advisory Services, Inc. | 7.62% | Add +2.2% | 31,471 | $17.9M |
| Mgo One Seven LLC | 0.58% | Add +8.9% | 31,427 | $17.9M |
| Abacus Planning Group, Inc. | 2.65% | Reduce -1.0% | 31,400 | $17.8M |
| Tsfg, LLC | 3.22% | Reduce -14.4% | 31,353 | $17.8M |
| Blackston Financial Advisory Group, LLC | 11.05% | Reduce -4.0% | 31,087 | $17.7M |
| AssuredPartners Investment Advisors, LLC | 4.32% | Add +3627.2% | 31,085 | $17.7M |
| FourThought Financial Partners, LLC | 1.74% | Add +8.7% | 31,079 | $17.7M |
| Red Door Wealth Management, LLC | 2.11% | Add +104.4% | 31,037 | $17.6M |
| Gibson Wealth Advisors LLC | 13.08% | Add +12.0% | 30,964 | $17.6M |
| Arete Wealth Advisors, LLC | 1.24% | Reduce -9.6% | 30,843 | $17.5M |
| SageView Advisory Group, LLC | 0.66% | Add +2.2% | 29,856 | $17.5M |
| Florida Financial Advisors, LLC | 4.24% | Add +6.2% | 30,756 | $17.5M |
| FWG Investments, LLC. | 13.26% | Reduce -1.2% | 30,701 | $17.4M |
| Envision Financial LLC | 11.56% | Add +3.0% | 30,513 | $17.3M |
| Main Street Financial Solutions, LLC | 1.26% | Add +33.2% | 30,492 | $17.3M |
| Payden & Rygel | 1.43% | Add +1.0% | 30,459 | $17.3M |
| Victory Financial Group, LLC | 2.73% | Reduce -17.3% | 30,260 | $17.2M |
| Running Point Capital Advisors, LLC | 4.73% | Add +25.2% | 30,201 | $17.2M |
| Axxcess Wealth Management, LLC | 0.41% | Add +34.9% | 30,117 | $17.1M |
| Smith Anglin Financial, LLC | 1.54% | Reduce -7.4% | 29,929 | $17.0M |
| Peak Financial Management, Inc. | 4.83% | Reduce -1.4% | 29,886 | $17.0M |
| Gutierrez Wealth Advisory, LLC | 11.38% | Reduce -1.9% | 29,878 | $17.0M |
| Ascent Group, LLC | 0.66% | Reduce -2.2% | 29,790 | $16.9M |
| Meridian Wealth Management, LLC | 0.72% | Add +4.6% | 29,710 | $16.9M |
| Thoroughbred Financial Services, LLC | 1.18% | Reduce -4.5% | 29,615 | $16.8M |
| Atlatl Advisers LLC | 7.95% | Add +16.0% | 29,612 | $16.8M |
| Capital City Trust Co. | 4.35% | Reduce -1.1% | 29,547 | $16.8M |
| Lodestar Private Asset Management LLC | 1.93% | Reduce -1.6% | 29,531 | $16.8M |
| Davidson Kahn Capital Management, LLC | 10.75% | Add +10.9% | 29,479 | $16.8M |
| Ironsides Asset Advisors, LLC | 4.85% | No change | 29,436 | $16.7M |
| Bridges Investment Management Inc. | 0.23% | Reduce -0.6% | 29,366 | $16.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.08% | Add +562.8% | 29,018 | $16.5M |
| Avory & Company, LLC | 9.98% | No change | 28,810 | $16.4M |
| Caerus Investment Advisors, LLC | 15.57% | Add +0.1% | 28,750 | $16.3M |
| Vicus Capital | 1.35% | Reduce -10.3% | 28,579 | $16.2M |
| Battery Global Advisors, LLC | 8.00% | No change | 28,486 | $16.2M |
| Dorsey & Whitney Trust CO LLC | 0.86% | Reduce -0.2% | 28,444 | $16.2M |
| Security Financial Services, INC. | 2.85% | Add +4.5% | 28,428 | $16.1M |
| Silvercrest Asset Management Group LLC | 0.11% | Add +10.8% | 28,421 | $16.1M |
| Curbstone Financial Management Corp | 3.31% | No change | 28,420 | $16.1M |
| Baker Ellis Asset Management LLC | 2.21% | Reduce -4.6% | 28,402 | $16.1M |
| Saiph Capital, LLC | 6.28% | Add +136.0% | 28,400 | $16.1M |
| Helium Advisors LLC | 10.19% | Reduce -2.9% | 28,376 | $16.1M |
| Brown Brothers Harriman & Co. | 0.10% | Add +3.6% | 28,271 | $16.1M |
| Abound Wealth Management | 4.51% | Add +6.4% | 28,131 | $16.0M |
| CSS LLC | 2.96% | Reduce -58.0% | 27,990 | $15.9M |
| Evolution Wealth Advisors, LLC | 2.33% | Add +44.6% | 27,975 | $15.9M |
| Centricity Wealth Management, LLC | 12.67% | Reduce -0.9% | 27,914 | $15.9M |
| Haverford Trust Co | 0.15% | Reduce -5.3% | 27,906 | $15.9M |
| Zuckerman Investment Group, LLC | 1.54% | Add +9.3% | 27,821 | $15.8M |
| WorthPointe, LLC | 6.61% | Add +11.2% | 27,642 | $15.7M |
| Lowery Thomas, LLC | 10.03% | Reduce -5.7% | 27,579 | $15.7M |
| Arista Wealth Management, LLC | 2.17% | Add +0.4% | 27,568 | $15.7M |
| Glenview Trust Co | 0.27% | Reduce -3.4% | 27,548 | $15.6M |
| Delta Wealth Advisors LLC | 13.10% | Reduce -12.6% | 27,539 | $15.6M |
| Americana Partners, LLC | 0.54% | Add +4.6% | 27,497 | $15.6M |
| Parkside Financial Bank & Trust | 1.68% | Add +20.1% | 27,493 | $15.6M |
| Independent Financial Group, LLC | 0.43% | Add +9.7% | 27,415 | $15.6M |
| Journey Strategic Wealth LLC | 0.51% | Add +100.1% | 27,411 | $15.6M |
| Modera Wealth Management, LLC | 0.19% | Reduce -0.4% | 27,333 | $15.5M |
| Parkside Advisors LLC | 3.37% | Add +7.3% | 26,919 | $15.3M |
| Berger Financial Group, Inc | 0.99% | Add +3.9% | 26,887 | $15.3M |
| CORDA Investment Management, LLC. | 1.12% | Add +4.5% | 26,864 | $15.3M |
| FSB Premier Wealth Management, Inc. | 5.44% | Reduce -2.7% | 26,839 | $15.2M |
| Investment Counsel Co. of Nevada | 31.16% | No change | 26,794 | $15.2M |
| Certus Wealth Management, LLC | 9.79% | Reduce -30.6% | 26,762 | $15.2M |
| Community Bank, N.A. | 2.00% | Add +20.6% | 26,751 | $15.2M |
| Climber Capital SA | 9.68% | Reduce -0.1% | 27,225 | $15.1M |
| SOL Capital Management CO | 1.46% | Add +8.6% | 26,561 | $15.1M |
| Stelac Advisory Services LLC | 5.73% | Add +16.2% | 26,497 | $15.1M |
| Visionary Wealth Advisors | 0.77% | Add +11.1% | 26,410 | $15.0M |
| Trek Financial, LLC | 1.00% | Reduce -52.2% | 26,373 | $15.0M |
| Walkner Condon Financial Advisors LLC | 2.74% | Reduce -7.7% | 26,184 | $14.9M |
| Moisand Fitzgerald Tamayo, LLC | 1.88% | Reduce -4.1% | 26,130 | $14.8M |
| LBMC Investment Advisors, LLC | 1.05% | Reduce -0.3% | 25,810 | $14.7M |
| Per Stirling Capital Management, LLC. | 1.90% | Add +233.3% | 25,576 | $14.5M |
| Motley Fool Wealth Management, LLC | 0.88% | Reduce -14.8% | 25,563 | $14.5M |
| Retirement Capital Strategies | 5.74% | Reduce -66.0% | 25,503 | $14.5M |
| Disciplina Capital Management LLC | 1.82% | Add +42.4% | 25,369 | $14.4M |
| Fort Sheridan Advisors LLC | 2.05% | Add +19.6% | 25,320 | $14.4M |
| FineMark National Bank & Trust | 0.49% | Reduce -22.3% | 25,257 | $14.3M |
| Pachira Investments Inc. | 10.83% | Reduce -3.2% | 25,227 | $14.3M |
| Nicolet Advisory Services, LLC | 1.22% | Reduce -0.2% | 25,040 | $14.3M |
| Smartleaf Asset Management LLC | 1.26% | Add +43.2% | 25,233 | $14.3M |
| Waterloo Capital, L.P. | 1.15% | Add +4.5% | 25,147 | $14.3M |
| Wetzel Investment Advisors, Inc. | 6.53% | Add +1.3% | 24,974 | $14.2M |
| Everett Harris & Co. | 0.18% | Add +0.6% | 25,029 | $14.2M |
| Triad Wealth Partners, LLC | 2.87% | Reduce -23.6% | 25,014 | $14.2M |
| Western Wealth Management, LLC | 0.84% | Add +0.4% | 24,981 | $14.2M |
| Charis Legacy Partners, LLC | 23.34% | Add +3.5% | 24,947 | $14.2M |
| Nottingham Advisors, Inc. | 2.10% | Add +22.2% | 24,874 | $14.1M |
| Flagship Harbor Advisors, LLC | 0.67% | Add +8.0% | 24,835 | $14.1M |
| DeDora Capital, Inc. | 3.68% | Reduce -2.1% | 24,814 | $14.1M |
| Twin Focus Capital Partners, LLC | 1.97% | Reduce -25.8% | 24,796 | $14.1M |
| Vested Financial Planning, LLC | 12.52% | Add +11.8% | 24,773 | $14.1M |
| Freestate Advisors LLC | 12.52% | Add +21.1% | 24,681 | $14.0M |
| Flower City Capital | 8.25% | Add +14.0% | 24,555 | $14.0M |
| Cozad Asset Management Inc. | 1.22% | Add +8.1% | 24,616 | $14.0M |
| Global Endowment Management, LP | 1.86% | Reduce -0.7% | 24,605 | $14.0M |
| Sachem Hill LLC | 2.84% | Reduce -4.8% | 24,550 | $13.9M |
| Benjamin Edwards Inc. | 0.18% | Add +54.5% | 24,502 | $13.9M |
| Traphagen Investment Advisors LLC | 1.32% | Add +1.2% | 24,493 | $13.9M |
| Westmount Partners, LLC | 3.82% | Reduce -21.1% | 24,486 | $13.9M |
| Matrix Asset Advisors Inc. | 1.40% | Add +9.3% | 24,444 | $13.9M |
| IHT Wealth Management, LLC | 0.38% | Reduce -2.4% | 24,412 | $13.9M |
| Bishop & Co Investment Management, LLC | 4.98% | Add +24.5% | 24,405 | $13.9M |
| Ofc Financial Planning, LLC | 14.71% | Add +3.2% | 24,395 | $13.9M |
| First American Bank | 0.95% | Reduce -4.5% | 24,388 | $13.9M |
| Hilltop National Bank | 3.61% | — | 24,335 | $13.8M |
| Prosperity Wealth Management, Inc. | 5.09% | Reduce -5.9% | 24,178 | $13.7M |
| Ameritas Advisory Services, LLC | 0.72% | Reduce -33.3% | 24,157 | $13.7M |
| Rossmore Private Capital | 1.60% | Add +9.6% | 24,119 | $13.7M |
| Menora Mivtachim Holdings LTD. | 0.08% | Add +166.9% | 23,987 | $13.6M |
| Bangor Savings Bank | 1.21% | Reduce -6.0% | 23,861 | $13.6M |
| N.E.W. Advisory Services LLC | 1.31% | Reduce -2.7% | 23,822 | $13.5M |
| Washington Trust Advisors, Inc. | 1.10% | Add +1.8% | 23,797 | $13.5M |
| Ingalls & Snyder LLC | 0.48% | Add +5.9% | 23,771 | $13.5M |
| SG Americas Securities, LLC | 0.06% | Reduce -96.1% | 23,655 | $13.4M |
| Traction Financial Partners, LLC | 9.04% | Reduce -4.4% | 23,463 | $13.3M |
| Nicholson Wealth Management Group, LLC | 8.21% | Reduce -10.0% | 23,461 | $13.3M |
| TD Capital Management LLC | 1.25% | Add +21.5% | 23,371 | $13.3M |
| Mariner Investment Group LLC | 4.84% | New | 23,310 | $13.2M |
| McClarren Financial Advisors, Inc. | 8.59% | Reduce -24.0% | 23,247 | $13.2M |
| U.S. Capital Wealth Advisors, LLC | 0.38% | Reduce -7.2% | 23,098 | $13.1M |
| Cobblestone Capital Advisors LLC | 0.67% | Add +22.5% | 23,094 | $13.1M |
| ArchPoint Investors | 3.85% | No change | 23,007 | $13.1M |
| Sapient Capital LLC | 0.23% | Reduce -2.8% | 22,923 | $13.1M |
| Resonant Capital Advisors, LLC | 0.83% | Add +5.5% | 22,844 | $13.0M |
| Invenio Wealth Partners LLC | 5.16% | New | 22,849 | $13.0M |
| Patriot Financial Group Insurance Agency, LLC | 1.49% | Add +9.3% | 22,847 | $13.0M |
| Laurel Wealth Planning LLC | 7.37% | Add +1.9% | 22,833 | $13.0M |
| Connecticut Wealth Management, LLC | 0.62% | Add +13.0% | 22,812 | $13.0M |
| Fifth Third Wealth Advisors LLC | 0.54% | Add +180.1% | 22,780 | $12.9M |
| Prospera Capital Management, LLC | 7.16% | Add +9.7% | 22,710 | $12.9M |
| Aspire Growth Partners LLC | 10.58% | Add +3.8% | 22,733 | $12.9M |
| Baron Silver Stevens Financial Advisors, LLC | 2.06% | Reduce -0.5% | 22,623 | $12.9M |
| Facet Wealth, Inc. | 0.29% | Add +10.5% | 21,766 | $12.6M |
| GAM Holding AG | 0.89% | No change | 22,250 | $12.6M |
| Good Life Advisors, LLC | 0.79% | Reduce -2.4% | 22,157 | $12.6M |
| Snowden Capital Advisors LLC | 0.37% | Reduce -2.1% | 22,004 | $12.5M |
| MMBG Investment Advisors Co. | 1.25% | Add +13.2% | 21,989 | $12.5M |
| Sowell Financial Services LLC | 0.51% | Add +6.4% | 22,044 | $12.5M |
| Busey Bank | 0.38% | Reduce -65.9% | 21,953 | $12.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.28% | Add +7.4% | 21,944 | $12.5M |
| Van Strum & Towne Inc. | 3.93% | Reduce -1.6% | 21,921 | $12.5M |
| Peachtree Investment Partners, LLC | 4.74% | Reduce -9.3% | 21,861 | $12.4M |
| First Heartland Consultants, Inc. | 1.10% | Add +136.3% | 21,855 | $12.4M |
| Dynamic Advisor Solutions LLC | 0.38% | Reduce -17.2% | 21,854 | $12.4M |
| AdvisorNet Financial, Inc | 0.80% | Add +2.7% | 21,784 | $12.4M |
| Wealthspire Retirement, LLC | 0.82% | Add +6.1% | 21,780 | $12.4M |
| Philadelphia Trust Co. | 0.95% | Reduce -25.6% | 21,773 | $12.4M |
| Aspen Grove Capital, LLC | 2.09% | Add +30.3% | 21,604 | $12.3M |
| Nuveen, LLC | 0.00% | Add +14.7% | 21,665 | $12.3M |
| Fiduciary Advisors, Inc. | 10.82% | Add +8.8% | 21,635 | $12.3M |
| Roehl & Yi Investment Advisors, LLC | 6.29% | Add +15.6% | 146,393 | $12.3M |
| Seeds Investor LLC | 2.88% | Add +23.1% | 21,589 | $12.3M |
| Coyle Financial Counsel LLC | 3.28% | Reduce -0.6% | 21,546 | $12.2M |
| Insigneo Advisory Services, LLC | 1.05% | Add +8.8% | 21,523 | $12.2M |
| Mendel Capital Management LLC | 6.89% | Add +0.6% | 21,262 | $12.1M |
| Cypress Point Wealth Management, LLC | 2.94% | Add +64.9% | 21,228 | $12.1M |
| Piedmont Capital Management, LLC | 6.93% | New | 21,103 | $12.0M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.35% | Add +12.9% | 21,060 | $12.0M |
| Fortitude Family Office, LLC | 3.96% | Add +397.9% | 21,044 | $12.0M |
| KPP Advisory Services LLC | 1.97% | Add +25.2% | 21,032 | $11.9M |
| BridgePort Financial Solutions, LLC | 3.96% | Add +30.6% | 20,988 | $11.9M |
| Eagle Strategies LLC | 1.82% | Add +1.1% | 20,979 | $11.9M |
| YANKCOM Partnership | 5.80% | Add +3.3% | 20,876 | $11.9M |
| Uptick Partners, LLC | 3.39% | Add +36.4% | 20,872 | $11.9M |
| Activest Wealth Management | 2.85% | Add +46.5% | 20,792 | $11.8M |
| International Assets Investment Management, LLC | 0.95% | Add +14.2% | 20,748 | $11.8M |
| Central Valley Advisors, LLC | 4.01% | Add +74.1% | 20,733 | $11.8M |
| Schneider Downs Wealth Management Advisors, LP | 1.76% | Add +4.5% | 20,702 | $11.8M |
| Golden Road Advisors LLC | 7.80% | Add +6.9% | 20,646 | $11.7M |
| Sivia Capital Partners, LLC | 3.99% | Reduce -0.3% | 20,641 | $11.7M |
| Ridgecrest Wealth Partners, LLC | 6.19% | Add +19.7% | 20,640 | $11.7M |
| Harbor Investment Advisory, LLC | 1.04% | Add +5.0% | 20,596 | $11.7M |
| Centaurus Financial, Inc. | 0.68% | Add +5.8% | 20,547 | $11.7M |
| Bryn Mawr Trust Advisors, LLC | 0.64% | Reduce -24.1% | 20,537 | $11.7M |
| Trinity Financial Advisors LLC | 3.56% | Reduce -1.0% | 20,405 | $11.6M |
| Intellus Advisors LLC | 1.73% | Add +5.8% | 20,451 | $11.6M |
| Bison Wealth, LLC | 0.92% | Reduce -0.1% | 20,157 | $11.6M |
| Enclave Advisors LLC | 1.86% | Add +4.3% | 20,323 | $11.5M |
| Adams Wealth Management | 2.20% | Add +1.3% | 20,306 | $11.5M |
| CacheTech Inc. | 2.12% | Add +1.3% | 20,306 | $11.5M |
| Sunbeam Capital Management, LLC | 8.73% | Add +14.0% | 20,225 | $11.5M |
| Laird Norton Wetherby Wealth Management, LLC | 0.51% | — | 20,227 | $11.5M |
| Future Financial Wealth Managment LLC | 7.82% | Reduce -1.4% | 20,208 | $11.5M |
| LS Investment Advisors, LLC | 1.68% | Reduce -3.4% | 20,188 | $11.5M |
| Eight 31 Financial, LLC | 7.56% | Reduce -2.5% | 20,137 | $11.4M |
| Financial Engines Advisors L.L.C. | 0.02% | Reduce -27.7% | 19,805 | $11.2M |
| Viewpoint Capital Management LLC | 5.46% | Add +0.9% | 19,585 | $11.1M |
| BTC Capital Management, Inc. | 0.91% | Add +0.3% | 19,570 | $11.1M |
| CSM Advisors, LLC | 0.32% | Add +1.6% | 19,564 | $11.1M |
| First United Bank & Trust | 3.87% | Add +10.0% | 19,556 | $11.1M |
| Prosperitas Financial LLC | 5.21% | Add +0.5% | 19,533 | $11.1M |
| Bradley Foster & Sargent Inc. | 0.17% | Add +19.1% | 19,516 | $11.1M |
| Verus Wealth Management, LLC | 11.13% | Add +0.5% | 19,477 | $11.1M |
| Principal Securities, Inc. | 0.21% | Add +27.5% | 19,463 | $11.1M |
| Sendero Wealth Management, LLC | 1.38% | Reduce -24.1% | 19,450 | $11.0M |
| AlphaStar Capital Management, LLC | 0.78% | New | 19,430 | $11.0M |
| Beacon Bridge Wealth Partners, LLC | 4.38% | Reduce -1.6% | 19,408 | $11.0M |
| Landaas & Co. /Wi | 2.62% | Add +11.8% | 19,297 | $11.0M |
| Mittelman Wealth Management | 9.25% | Reduce -18.4% | 19,288 | $11.0M |
| Family CFO Inc | 5.48% | Add +0.7% | 19,255 | $10.9M |
| Hikari Power Ltd | 0.91% | No change | 19,200 | $10.9M |
| EdgeRock Capital LLC | 3.43% | New | 19,085 | $10.8M |
| Certified Advisory Corp | 1.12% | Add +7.8% | 18,992 | $10.8M |
| SouthState Bank Corp | 0.47% | Reduce -13.3% | 18,982 | $10.8M |
| Independent Family Office, LLC | 4.99% | Add +28.2% | 18,517 | $10.8M |
| GM Advisory Group, LLC | 0.53% | Add +1.9% | 18,965 | $10.8M |
| Eclectic Associates Inc. | 2.34% | Add +627.8% | 18,953 | $10.8M |
| Bridgewater Advisors Inc. | 0.82% | Add +0.6% | 18,379 | $10.7M |
| Cannell & Spears LLC | 0.22% | Reduce -5.8% | 18,885 | $10.7M |
| BancFirst Trust & Investment Management | 4.98% | Reduce -1.2% | 18,898 | $10.7M |
| B. Riley Wealth Advisors, Inc. | 0.52% | Reduce -24.1% | 18,859 | $10.7M |
| Legacy Private Trust Co. | 0.69% | Reduce -8.7% | 18,683 | $10.6M |
| Pullen Investment Management, LLC | 6.39% | Reduce -1.4% | 18,663 | $10.6M |
| Hickory Asset Management, Inc. | 8.75% | Reduce -1.0% | 18,625 | $10.6M |
| New England Private Wealth Advisors LLC | 1.54% | Add +0.1% | 18,099 | $10.6M |
| Sentry Investment Management LLC | 5.80% | Reduce -3.0% | 18,451 | $10.5M |
| Autumn Glory Partners, LLC | 4.89% | Reduce -2.3% | 18,406 | $10.5M |
| Ategra Capital Management, LLC | 8.23% | Reduce -17.1% | 18,224 | $10.4M |
| First Horizon Advisors, Inc. | 0.27% | Reduce -2.0% | 18,167 | $10.3M |
| McCollum Christoferson Group LLC | 3.07% | Add +3.6% | 18,161 | $10.3M |
| Websterrogers Financial Advisors, LLC | 3.28% | Add +2.8% | 18,138 | $10.3M |
| Integrity Alliance, Llc. | 0.56% | Reduce -14.7% | 18,013 | $10.2M |
| Rockwood Wealth Management, LLC | 0.90% | Reduce -21.9% | 17,997 | $10.2M |
| Discipline Wealth Solutions, LLC | 3.91% | Add +11.3% | 17,978 | $10.2M |
| Continuum Advisory, LLC | 1.23% | Add +35.2% | 17,920 | $10.2M |
| Pine Valley Investments Ltd Liability Co | 0.60% | Add +5.2% | 17,898 | $10.2M |
| Smith, Moore & Co. | 0.85% | Add +0.8% | 17,900 | $10.2M |
| Dakota Wealth Management | 0.21% | Reduce -1.2% | 17,809 | $10.1M |
| Traveka Wealth, LLC | 5.34% | Add +0.9% | 17,731 | $10.1M |
| McMorgan & Co. LLC | 1.48% | Reduce -4.9% | 17,696 | $10.1M |
| SP Asset Management LLC | 0.83% | Add +32.7% | 17,677 | $10.0M |
| Arax Advisory Partners | 0.46% | Add +23.9% | 15,254 | $10.0M |
| Breakwater Capital Group | 1.62% | Reduce -2.3% | 17,546 | $10.0M |
| Omnia Family Wealth, LLC | 3.60% | Add +76.6% | 17,461 | $9.9M |
| Avity Investment Management Inc. | 0.74% | Add +3.3% | 17,489 | $9.9M |
| MetLife Investment Management, LLC | 0.06% | Reduce -9.9% | 17,467 | $9.9M |
| Chris Bulman Inc | 5.65% | Add +90.0% | 17,463 | $9.9M |
| Vise Technologies, Inc. | 0.41% | — | 17,458 | $9.9M |
| Whitaker-Myers Wealth Managers, LTD. | 2.49% | Add +8.8% | 17,431 | $9.9M |
| Stephen J. Garry & Associates, LLC | 8.55% | Add +2.2% | 17,417 | $9.9M |
| Magnus Financial Group LLC | 0.87% | Add +14.2% | 17,414 | $9.9M |
| Five Pine Wealth Management | 7.32% | Add +1.6% | 17,418 | $9.9M |
| Omnitrust Wealth Management, Inc | 11.62% | — | 14,356 | $9.9M |
| KWB Wealth | 1.20% | Add +0.1% | 19,166 | $9.8M |
| Private Trust Co. NA | 0.94% | Add +2.5% | 17,318 | $9.8M |
| Patten & Patten Inc. | 0.64% | Add +0.1% | 17,287 | $9.8M |
| Mission Wealth Management, LP | 0.21% | Add +2.9% | 17,227 | $9.8M |
| Flputnam Investment Management Co. | 0.17% | Reduce -1.5% | 17,221 | $9.8M |
| Relyea Zuckerberg Hanson LLC | 1.15% | Add +21.7% | 17,211 | $9.8M |
| Stock Yards Bank & Trust Co. | 0.33% | Reduce -2.0% | 17,198 | $9.8M |
| Csenge Advisory Group | 0.51% | Reduce -9.3% | 17,997 | $9.8M |
| Serenus Wealth Advisors, LLC | 1.66% | Add +1.8% | 19,005 | $9.7M |
| Factor Wealth Management LTD | 2.67% | Add +6.7% | 17,139 | $9.7M |
| Pinnacle Associates Ltd. | 0.14% | Reduce -2.4% | 17,128 | $9.7M |
| White Lighthouse Investment Management Inc. | 1.58% | Add +2.4% | 17,115 | $9.7M |
| HUB Investment Partners, LLC | 0.34% | Add +6.7% | 17,079 | $9.7M |
| Sunburst Financial Group, LLC | 2.17% | Reduce -0.1% | 17,065 | $9.7M |
| Ayalon Insurance Comp Ltd. | 2.79% | Add +9.9% | 17,035 | $9.7M |
| GC Wealth Management RIA, LLC | 0.79% | Add +9.6% | 17,032 | $9.7M |
| Rothschild Investment LLC | 0.60% | Add +8.2% | 16,924 | $9.6M |
| Fonville Wealth Management LLC | 2.43% | Add +2.8% | 16,879 | $9.6M |
| Jordan Park Group LLC | 0.62% | Reduce -7.2% | 16,857 | $9.6M |
| Marble Harbor Investment Counsel, LLC | 1.04% | No change | 16,846 | $9.6M |
| Amundi | 0.00% | Reduce -50.1% | 16,731 | $9.5M |
| Balance Wealth Partners LLC | 5.58% | Add +9.0% | 16,782 | $9.5M |
| Clifford Swan Investment Counsel LLC | 0.34% | Reduce -6.2% | 16,717 | $9.5M |
| Navis Wealth Advisors, LLC | 7.97% | No change | 16,650 | $9.5M |
| Founders Financial Securities LLC | 0.72% | Add +45.6% | 16,630 | $9.4M |
| CPR Investments Inc. | 7.26% | Add +82.2% | 16,461 | $9.4M |
| Sumitomo Mitsui Financial Group, Inc. | 0.15% | Reduce -4.0% | 16,445 | $9.3M |
| Semmax Financial Advisors Inc. | 2.40% | Add +1.0% | 15,873 | $9.3M |
| Continuum Wealth Advisors, LLC | 4.45% | Add +131.1% | 16,322 | $9.3M |
| Greenline Partners, LLC | 1.25% | Add +492.7% | 16,300 | $9.3M |
| Founders Grove Wealth Partners, LLC | 2.32% | Add +36.3% | 16,299 | $9.3M |
| NORTHSTAR ASSET MANAGEMENT Co | 2.13% | Add +2.9% | 16,287 | $9.3M |
| Kitching Partners, LLC | 9.39% | Add +13.2% | 16,225 | $9.2M |
| Asset Planning Corporation | 4.89% | Add +6.0% | 16,184 | $9.2M |
| DMKC Advisory Services, LLC | 4.81% | Add +21.8% | 15,914 | $9.2M |
| Regal Investment Advisors LLC | 0.69% | Add +5.1% | 16,156 | $9.2M |
| Wellspring Financial Advisors, LLC | 0.82% | Reduce -1.0% | 296,742 | $9.2M |
| Canvas Wealth Advisors, LLC | 1.81% | Reduce -1.7% | 15,667 | $9.2M |
| Staley Capital Advisers Inc. | 0.39% | Add +24.5% | 16,144 | $9.2M |
| YHB Investment Advisors, Inc. | 0.71% | Add +0.9% | 16,128 | $9.2M |
| Thrive Wealth Management, LLC | 1.48% | Reduce -0.1% | 16,108 | $9.1M |
| Atlanta Consulting Group Advisors, LLC | 2.50% | Add +0.9% | 16,052 | $9.1M |
| Certuity, LLC | 0.86% | Add +50.7% | 16,063 | $9.1M |
| HighMark Wealth Management LLC | 4.46% | Add +2462.4% | 16,066 | $9.1M |
| NavPoint Financial, Inc. | 5.50% | Reduce -1.9% | 16,031 | $9.1M |
| Lanark Financial, Inc. | 0.75% | Add +82.0% | 15,985 | $9.1M |
| Trilogy Capital Inc. | 0.44% | Add +4.0% | 15,960 | $9.1M |
| Lazard Asset Management LLC | 0.01% | Add +0.3% | 15,951 | $9.1M |
| Vanguard Personalized Indexing Management, LLC | 0.10% | Add +18.6% | 15,932 | $9.1M |
| Tudor Financial Inc. | 5.10% | Reduce -3.9% | 15,856 | $9.0M |
| Bridgewealth Advisory Group, LLC | 2.28% | Add +240.4% | 15,807 | $9.0M |
| Segall Bryant & Hamill, LLC | 0.13% | Reduce -13.1% | 15,777 | $9.0M |
| Next Capital Management LLC | 3.31% | Add +95.9% | 15,748 | $9.0M |
| Balefire, LLC | 1.94% | Add +64.4% | 15,736 | $8.9M |
| McNaughton Wealth Management, LLC | 3.98% | Reduce -24.8% | 15,699 | $8.9M |
| West Bancorporation Inc. | 5.61% | Reduce -3.6% | 15,647 | $8.9M |
| Marks Group Wealth Management, Inc | 0.82% | Add +449.9% | 15,612 | $8.9M |
| ICONIQ Capital, LLC | 0.15% | Reduce -0.2% | 15,588 | $8.9M |
| CRA Financial Services, LLC | 1.35% | Add +12.6% | 15,583 | $8.9M |
| Nwam LLC | 0.51% | Add +58.9% | 15,290 | $8.8M |
| Duncan Williams Asset Management, LLC | 2.78% | Add +6.5% | 15,504 | $8.8M |
| Precedent Wealth Partners, LLC | 2.16% | Add +18.1% | 15,504 | $8.8M |
| Citizens Business Bank | 1.71% | Reduce -0.2% | 15,465 | $8.8M |
| Edgestream Partners, L.P. | 0.24% | Add +92.8% | 15,447 | $8.8M |
| Belvedere Trading LLC | 0.69% | Add +6.4% | 15,439 | $8.8M |
| Rockland Trust Co. | 0.43% | Reduce -7.2% | 15,435 | $8.8M |
| Defined Wealth Management, LLC | 5.42% | Add +1.6% | 15,419 | $8.8M |
| Bank of New Hampshire | 2.17% | Add +10.4% | 15,379 | $8.7M |
| Alta Advisers Ltd | 3.11% | Reduce -2.6% | 15,368 | $8.7M |
| NBT Bank, N.A. | 0.60% | No change | 15,353 | $8.7M |
| Daido Life Insurance Co. | 1.30% | Reduce -89.3% | 15,313 | $8.7M |
| Lion Street Advisors, LLC | 2.64% | Add +22.3% | 15,297 | $8.7M |
| Sovran Advisors, LLC | 0.91% | Add +297.6% | 15,231 | $8.7M |
| Alpha Financial Advisors, LLC | 3.35% | New | 15,253 | $8.7M |
| Leo Wealth, LLC | 0.67% | Add +72.5% | 15,138 | $8.6M |
| Creative Financial Designs Inc. | 0.62% | Add +7.0% | 15,207 | $8.6M |
| Allegiance Financial Group Advisory Services LLC | 2.29% | Reduce -0.0% | 15,158 | $8.6M |
| Embree Financial Group | 1.30% | Reduce -0.1% | 15,147 | $8.6M |
| Greenwich Wealth Management LLC | 0.42% | Add +0.4% | 15,133 | $8.6M |
| Gainplan LLC | 3.90% | Reduce -37.0% | 15,120 | $8.6M |
| Sage Financial Management Group, Inc. | 2.97% | Reduce -9.2% | 15,105 | $8.6M |
| Harel Insurance Investments & Financial Services Ltd. | 0.10% | Add +0.7% | 15,147 | $8.6M |
| Waller Financial Planning Group, Inc. | 2.06% | Add +7.9% | 15,030 | $8.5M |
| Sykon Capital LLC | 3.10% | New | 14,964 | $8.5M |
| Greenhouse Wealth Management, LLC | 5.47% | Add +3.0% | 14,952 | $8.5M |
| Safeguard Investment Advisory Group, LLC | 2.12% | Add +10.1% | 14,939 | $8.5M |
| SeaCrest Wealth Management, LLC | 0.92% | Add +4.4% | 14,939 | $8.5M |
| Global Financial Private Client, LLC | 3.18% | Reduce -0.7% | 14,926 | $8.5M |
| Chevy Chase Trust Holdings, LLC | 0.02% | Reduce -0.3% | 14,884 | $8.5M |
| Victrix Investment Advisors | 3.72% | Add +8.0% | 14,806 | $8.4M |
| Independence Bank of Kentucky | 1.19% | Add +2.4% | 14,750 | $8.4M |
| Element Pointe Advisors, LLC | 2.03% | Reduce -46.3% | 14,749 | $8.4M |
| Traynor Capital Management, Inc. | 0.59% | Reduce -6.6% | 14,739 | $8.4M |
| LifePlan Investment Advisors, Inc. | 4.15% | Reduce -12.6% | 14,728 | $8.4M |
| Pitcairn Co. | 0.55% | Reduce -7.0% | 14,719 | $8.4M |
| Westfuller Advisors, LLC | 4.76% | Reduce -4.1% | 14,648 | $8.3M |
| Pennsylvania Capital Management Inc. | 2.68% | Add +1740.6% | 14,688 | $8.3M |
| Mitchell Sinkler & Starr | 3.99% | Add +30.8% | 14,667 | $8.3M |
| Leith Wheeler Investment Counsel Ltd. | 0.59% | Reduce -9.3% | 14,637 | $8.3M |
| Sageworth Trust Co of South Dakota | 9.01% | Add +5.4% | 14,633 | $8.3M |
| Coppell Advisory Solutions LLC | 0.99% | Add +5.6% | 14,651 | $8.3M |
| Tidal Investments LLC | 0.05% | Add +6.6% | 14,595 | $8.3M |
| Collective Family Office LLC | 2.12% | Reduce -0.8% | 14,536 | $8.3M |
| Luminvest Wealth Management LLC | 2.96% | Add +2.7% | 14,484 | $8.2M |
| Focus Financial Network, Inc. | 0.33% | Reduce -71.7% | 14,476 | $8.2M |
| Columbus Macro, LLC | 1.01% | Add +0.8% | 14,471 | $8.2M |
| Lowe Brockenbrough & Co. Inc. | 0.46% | Add +97.9% | 14,466 | $8.2M |
| Red Cedar Investment Management, LLC | 1.04% | Reduce -5.4% | 14,454 | $8.2M |
| PFG Investments, LLC | 0.48% | Add +32.2% | 14,445 | $8.2M |
| KDT Advisors, LLC | 13.16% | Reduce -0.0% | 14,360 | $8.2M |
| Parthenon LLC | 0.93% | Add +1.9% | 14,335 | $8.1M |
| Milestone Asset Management, LLC | 1.72% | New | 14,307 | $8.1M |
| Peak Asset Management, LLC | 1.49% | Add +2.8% | 14,296 | $8.1M |
| Wealth Watch Advisors, INC | 4.67% | Add +5.5% | 14,220 | $8.1M |
| Florida Trust Wealth Management Co | 0.25% | Reduce -1.3% | 14,215 | $8.1M |
| Crewe Advisors LLC | 1.14% | Reduce -6.9% | 14,207 | $8.1M |
| Ameriflex Group, Inc. | 4.24% | Reduce -9.6% | 14,293 | $8.1M |
| Dana Investment Advisors, Inc. | 0.27% | Add +4.3% | 14,192 | $8.1M |
| Peak Retirement Planning, Inc. | 3.25% | Add +2.8% | 14,189 | $8.1M |
| Summit Financial Strategies, Inc. | 0.75% | Add +11.0% | 14,176 | $8.1M |
| Marotta Asset Management | 1.61% | Reduce -1.7% | 14,174 | $8.1M |
| Accent Capital Management, LLC | 3.59% | Add +6637.1% | 14,148 | $8.0M |
| Financial Enhancement Group LLC | 1.15% | Reduce -1.7% | 14,018 | $8.0M |
| Bollard Group LLC | 0.18% | Add +6.8% | 14,115 | $8.0M |
| CWA Asset Management Group, LLC | 0.34% | Add +6.4% | 14,112 | $8.0M |
| DF Dent & Co. Inc. | 0.10% | No change | 14,037 | $8.0M |
| One Capital Management, LLC | 0.28% | Reduce -50.3% | 14,032 | $8.0M |
| Empower Advisory Group, LLC | 0.02% | Reduce -10.6% | 14,031 | $8.0M |
| RW Investment Management LLC | 0.89% | Add +2.6% | 14,021 | $8.0M |
| Denver PWM, LLC | 2.47% | Add +9.4% | 13,966 | $7.9M |
| Hudock, Inc. | 1.28% | Add +4.7% | 13,965 | $7.9M |
| Transcend Capital Advisors, LLC | 0.62% | Add +4.5% | 13,954 | $7.9M |
| North Star Asset Management Inc. | 0.33% | Add +0.3% | 13,864 | $7.9M |
| Kera Capital Partners, Inc. | 1.55% | Reduce -0.2% | 13,847 | $7.9M |
| Ashton Thomas Private Wealth, LLC | 0.28% | Add +11.5% | 13,801 | $7.9M |
| Bawa N Mallick Trust | 3.24% | No change | 13,801 | $7.8M |
| Prasad Wealth Partners, LLC | 2.28% | Reduce -19.1% | 13,697 | $7.8M |
| Midland Wealth Advisors, LLC | 0.43% | Reduce -0.1% | 13,695 | $7.8M |
| Benchmark Financial Wealth Advisors, LLC | 2.57% | Add +511.2% | 13,672 | $7.8M |
| Alpha Cubed Investments, LLC | 0.29% | Add +0.9% | 13,605 | $7.7M |
| Wellington Shields Capital Management, LLC | 1.30% | Reduce -31.5% | 13,556 | $7.7M |
| New England Asset Management Inc. | 1.25% | Reduce -21.7% | 13,540 | $7.7M |
| Canal Capital Management, LLC | 1.21% | Reduce -0.5% | 13,532 | $7.7M |
| Cambridge Capital Management, LLC | 4.12% | Add +17.7% | 13,519 | $7.7M |
| Monetta Financial Services Inc. | 5.57% | No change | 13,500 | $7.7M |
| Allianz SE | 0.18% | Reduce -48.8% | 13,500 | $7.7M |
| Sequent Asset Management, LLC | 6.10% | Reduce -2.9% | 13,441 | $7.6M |
| Beacon Investment Advisory Services, Inc. | 0.34% | New | 13,407 | $7.6M |
| LOM Asset Management Ltd | 2.56% | — | 13,330 | $7.6M |
| Cypress Wealth Services, LLC | 1.35% | Add +3.4% | 13,243 | $7.5M |
| Birch Financial Group, LLC | 6.01% | Add +5.8% | 13,233 | $7.5M |
| Courier Capital LLC | 0.46% | Reduce -20.0% | 13,231 | $7.5M |
| Parker Investment Management, LLC | 1.15% | New | 13,200 | $7.5M |
| MorganRosel Wealth Management, LLC | 2.04% | Reduce -0.1% | 13,187 | $7.5M |
| Phoenix Financial Ltd. | 0.10% | Add +10.7% | 13,138 | $7.5M |
| Stratos Investment Management, LLC | 0.34% | Add +65.2% | 13,112 | $7.4M |
| Pallas Capital Advisors LLC | 0.28% | Reduce -0.4% | 13,111 | $7.4M |
| Stokes Family Office, LLC | 0.78% | Add +6.2% | 13,041 | $7.4M |
| Sax Wealth Advisors, LLC | 0.45% | Reduce -10.7% | 13,024 | $7.4M |
| Connable Office Inc. | 0.73% | Reduce -3.6% | 12,942 | $7.4M |
| Legacy Capital Wealth Partners, LLC | 1.67% | Reduce -4.4% | 12,886 | $7.3M |
| Capital Planning Advisors, LLC | 1.07% | Add +5.8% | 12,868 | $7.3M |
| Searcy Financial Services Inc. | 2.95% | Add +2.2% | 12,790 | $7.3M |
| Newman Dignan & Sheerar, Inc. | 1.67% | Reduce -5.6% | 12,762 | $7.2M |
| First Foundation Advisors | 0.27% | Add +4.1% | 12,748 | $7.2M |
| Quest 10 Wealth Builders, Inc. | 7.04% | Reduce -1.9% | 12,740 | $7.2M |
| Oxford Financial Group, LTD. LLC | 0.43% | Add +1.1% | 12,675 | $7.2M |
| GSG Advisors LLC | 2.09% | Add +0.4% | 12,664 | $7.2M |
| Genus Capital Management Inc. | 0.92% | Reduce -0.4% | 12,651 | $7.2M |
| Coastline Trust Co | 0.82% | Add +1.4% | 12,597 | $7.2M |
| McDonald Partners LLC | 1.72% | Add +20.0% | 12,572 | $7.1M |
| Brooks, Moore & Associates, Inc. | 3.84% | Add +7.6% | 12,257 | $7.1M |
| LaSalle St. Investment Advisors, LLC | 1.95% | Reduce -13.7% | 12,530 | $7.1M |
| Hills Bank & Trust Co | 0.45% | Reduce -0.0% | 12,508 | $7.1M |
| LexAurum Advisors, LLC | 1.13% | Add +4.3% | 12,504 | $7.1M |
| Soltis Investment Advisors LLC | 0.56% | Add +8.0% | 12,501 | $7.1M |
| Cadence Bank | 0.47% | Add +1.9% | 12,481 | $7.1M |
| Fermata Advisors, LLC | 1.89% | Add +13.5% | 12,459 | $7.1M |
| Landing Point Financial Group, LLC | 4.46% | Add +0.1% | 12,451 | $7.1M |
| First Financial Bankshares Inc | 0.16% | Reduce -32.0% | 12,414 | $7.1M |
| Pettyjohn, Wood & White, Inc. | 1.26% | Reduce -1.7% | 12,400 | $7.0M |
| Luminist Capital LLC | 6.97% | Add +154562.5% | 12,373 | $7.0M |
| Keystone Wealth Services, LLC | 1.69% | Reduce -14.0% | 12,365 | $7.0M |
| Crumly & Associates Inc. | 1.70% | Reduce -35.7% | 12,305 | $7.0M |
| Better Money Decisions, LLC | 4.24% | Reduce -6.7% | 12,299 | $7.0M |
| D'Orazio & Associates, Inc. | 0.98% | Reduce -0.2% | 12,262 | $7.0M |
| W1M Asset Management Ltd | 0.53% | Reduce -23.3% | 12,255 | $7.0M |
| TRUE Private Wealth Advisors | 0.78% | Reduce -1.9% | 12,221 | $6.9M |
| Seven Mile Advisory | 4.16% | Reduce -1.5% | 12,169 | $6.9M |
| Salem Investment Counselors Inc. | 0.22% | Reduce -0.5% | 12,077 | $6.9M |
| Becker Capital Management Inc. | 0.21% | Add +12.4% | 12,047 | $6.9M |
| Waterfront Wealth Inc. | 1.54% | Add +6.0% | 12,075 | $6.9M |
| Jaffetilchin Investment Partners, LLC | 0.45% | Add +0.0% | 12,069 | $6.9M |
| Primoris Wealth Advisors, LLC | 4.67% | Add +6.4% | 12,042 | $6.8M |
| BSW Wealth Partners | 0.94% | Reduce -4.8% | 12,033 | $6.8M |
| Lake Street Private Wealth, LLC | 0.98% | Add +53.4% | 12,027 | $6.8M |
| Orser Capital Management, LLC | 4.86% | Reduce -43.6% | 12,000 | $6.8M |
| Coerente Capital Management | 1.25% | No change | 12,000 | $6.8M |
| Advisors Capital Management, LLC | 0.09% | Add +17.1% | 11,982 | $6.8M |
| Fiduciary Alliance LLC | 0.51% | Add +541.2% | 11,920 | $6.8M |
| Warner Financial, Inc. | 2.79% | Reduce -4.9% | 11,903 | $6.8M |
| Copperwynd Financial, LLC | 1.68% | Add +714.3% | 11,880 | $6.7M |
| BCS Private Wealth Management, Inc. | 2.54% | — | 11,842 | $6.7M |
| Saxony Capital Management, LLC | 5.16% | Reduce -3.0% | 11,843 | $6.7M |
| Forum Financial Management, LP | 0.10% | Add +1.6% | 11,834 | $6.7M |
| L.M. Kohn & Company | 1.81% | Reduce -8.2% | 11,831 | $6.7M |
| Louisbourg Investments Inc. | 1.58% | Add +5.2% | 11,785 | $6.7M |
| PAX Financial Group, LLC | 1.28% | Reduce -0.8% | 11,757 | $6.7M |
| Whittier Trust Co. | 0.08% | Reduce -42.3% | 11,739 | $6.7M |
| JFS Wealth Advisors, LLC | 0.42% | Add +5.8% | 11,728 | $6.7M |
| Ausdal Financial Partners, Inc. | 0.44% | Add +55.7% | 11,631 | $6.6M |
| Lloyd Advisory Services, LLC. | 3.19% | Reduce -43.1% | 11,630 | $6.6M |
| Long Run Wealth Advisors, LLC | 1.38% | Reduce -0.5% | 11,594 | $6.6M |
| Sunpointe, LLC | 2.61% | Reduce -2.6% | 11,536 | $6.6M |
| First City Capital Management, Inc. | 3.78% | Add +1.4% | 11,537 | $6.6M |
| Vision Capital Management, Inc. | 0.86% | Add +2.8% | 11,523 | $6.5M |
| Masso Torrence Wealth Management Inc. | 3.02% | Add +6.6% | 11,522 | $6.5M |
| C M Bidwell & Associates Ltd. | 3.37% | Reduce -1.8% | 11,441 | $6.5M |
| Peregrine Asset Advisers, Inc. | 2.03% | Add +10.6% | 11,439 | $6.5M |
| Market Street Wealth Management Advisors LLC | 1.06% | Reduce -0.3% | 11,417 | $6.5M |
| Attessa Capital LLC | 4.15% | Add +69.6% | 11,412 | $6.5M |
| Sharkey, Howes & Javer | 0.86% | Reduce -48.8% | 11,348 | $6.4M |
| Mackenzie Financial Corp. | 0.01% | Add +1.9% | 11,331 | $6.4M |
| Vectors Research Management, LLC | 2.20% | Reduce -22.6% | 11,311 | $6.4M |
| Titleist Asset Management, LLC | 0.64% | Add +61.6% | 11,302 | $6.4M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.06% | No change | 11,346 | $6.4M |
| UMB Bank, n.a. | 0.10% | Reduce -2.8% | 11,229 | $6.4M |
| Finward Bancorp | 5.02% | Add +4.9% | 11,182 | $6.4M |
| Blue Bell Private Wealth Management, LLC | 1.06% | Reduce -5.6% | 11,180 | $6.4M |
| Armstrong Advisory Group, Inc. | 0.48% | Reduce -51.5% | 11,165 | $6.3M |
| Cora Capital Advisors LLC | 2.82% | Add +93.8% | 11,150 | $6.3M |
| TFO Wealth Partners, LLC | 1.11% | Add +32.1% | 11,130 | $6.3M |
| Causey Wealth LLC | 3.25% | Add +3.6% | 11,127 | $6.3M |
| Tanager Wealth Management LLP | 0.74% | Add +0.5% | 11,118 | $6.3M |
| Klingman & Associates, LLC | 0.35% | Reduce -0.3% | 11,091 | $6.3M |
| Rockbridge Investment Management, LCC | 0.67% | Add +5.6% | 11,075 | $6.3M |
| 21 West Wealth Management LLC | 6.34% | — | 11,062 | $6.3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.17% | Add +17.1% | 11,056 | $6.3M |
| Good Steward Wealth Advisors,LLC | 4.91% | Add +42.1% | 11,031 | $6.3M |
| Reliant Wealth Planning | 2.44% | Reduce -2.7% | 11,022 | $6.3M |
| Hutchens & Kramer Investment Management Group, LLC | 2.86% | Add +9.5% | 10,986 | $6.2M |
| ARS Wealth Advisors Group, LLC | 0.72% | Add +7.7% | 10,972 | $6.2M |
| Strategic Investment Solutions, Inc. | 1.88% | Reduce -8.9% | 10,966 | $6.2M |
| Trust Point Inc. | 0.59% | Reduce -11.8% | 10,956 | $6.2M |
| 1900 Wealth Management LLC | 0.47% | Add +2.5% | 10,942 | $6.2M |
| Ascentis Independent Advisors | 1.15% | Add +7.6% | 10,926 | $6.2M |
| Professional Financial Advisors, LLC | 1.44% | Reduce -50.0% | 10,922 | $6.2M |
| Nomura Asset Management Co. Ltd. | 0.02% | Reduce -16.4% | 10,911 | $6.2M |
| Hoxton Planning & Management, LLC | 2.14% | Add +0.1% | 10,896 | $6.2M |
| McKinley Carter Wealth Services, Inc. | 0.34% | Add +28.1% | 10,894 | $6.2M |
| Insight Advisors, LLC/ PA | 0.99% | Add +6.4% | 10,861 | $6.2M |
| Waters Parkerson & Co., LLC | 0.31% | Add +1.4% | 10,851 | $6.2M |
| Luken Investment Analytics, LLC | 2.70% | Add +0.6% | 10,850 | $6.2M |
| Evelyn Partners Asset Management Ltd | 1.56% | Reduce -1.5% | 10,836 | $6.2M |
| BCGM Wealth Management, LLC | 1.73% | Reduce -1.9% | 10,785 | $6.1M |
| Destination Wealth Management | 0.18% | Reduce -4.4% | 10,775 | $6.1M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.50% | Reduce -4.0% | 10,701 | $6.1M |
| Detalus Advisors, LLC | 1.75% | Add +0.1% | 10,649 | $6.0M |
| Clark Capital Management Group, Inc. | 0.04% | Reduce -41.2% | 10,649 | $6.0M |
| Partners in Financial Planning | 1.11% | Reduce -0.1% | 10,616 | $6.0M |
| Global Assets Advisory, LLC | 2.35% | Reduce -65.2% | 10,599 | $6.0M |
| Park National Corp. | 0.20% | Add +2.3% | 10,573 | $6.0M |
| Everest Private Wealth | 4.30% | Add +1.2% | 10,524 | $6.0M |
| Signaturefd, LLC | 0.10% | Add +16.9% | 10,523 | $6.0M |
| ERn Financial, LLC | 1.26% | Reduce -0.6% | 10,513 | $6.0M |
| Center For Asset Management LLC | 3.68% | Reduce -35.8% | 11,026 | $6.0M |
| Root Financial Partners, LLC | 0.58% | Reduce -8.3% | 10,483 | $6.0M |
| Flagstar Securities, Inc. | 1.65% | Reduce -7.0% | 10,447 | $6.0M |
| Mattern Capital Management, LLC | 0.71% | Reduce -0.1% | 10,470 | $5.9M |
| Gries Financial LLC | 1.08% | Reduce -1.3% | 10,459 | $5.9M |
| Frisch Financial Group, Inc. | 1.45% | Add +29.2% | 10,426 | $5.9M |
| Reliant Investment Partners, LLC | 5.17% | No change | 10,444 | $5.9M |
| Prospect Financial Services LLC | 3.69% | Add +40.6% | 10,408 | $5.9M |
| Advisory Alpha, LLC | 0.18% | Add +4.4% | 10,399 | $5.9M |
| Hoese & Co LLP | 4.76% | Reduce -7.1% | 10,390 | $5.9M |
| First American Trust, FSB | 0.47% | Add +10.2% | 10,335 | $5.9M |
| West Michigan Advisors, LLC | 1.65% | Reduce -0.3% | 10,289 | $5.9M |
| Trust Co. of Oklahoma | 1.86% | Add +1.0% | 10,294 | $5.8M |
| Moors & Cabot, Inc. | 0.27% | Add +10.2% | 10,279 | $5.8M |
| Birinyi Associates Inc. | 1.71% | Add +705.9% | 10,275 | $5.8M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2.11% | Add +7.0% | 9,985 | $5.8M |
| Stegner Investment Associates Inc. | 3.57% | No change | 10,245 | $5.8M |
| Northstar Asset Management Inc. | 1.60% | Reduce -17.6% | 10,220 | $5.8M |
| Clear Creek Financial Management, LLC | 0.55% | Add +37.1% | 10,204 | $5.8M |
| Clarity Capital Advisors, LLC | 3.37% | Add +23.9% | 10,164 | $5.8M |
| Vista Investment Partners Ii, LLC | 2.78% | Reduce -7.5% | 10,140 | $5.8M |
| XY Planning Network, Inc. | 1.96% | Add +319.4% | 10,117 | $5.7M |
| Burling Wealth Partners, LLC | 1.06% | Add +14.8% | 10,108 | $5.7M |
| WealthCare Investment Partners, LLC | 2.06% | Reduce -0.9% | 9,955 | $5.7M |
| Schear Investment Advisers, LLC | 2.83% | Reduce -47.3% | 10,063 | $5.7M |
| PGIM Custom Harvest LLC | 0.12% | Reduce -3.8% | 10,014 | $5.7M |
| Evernest Financial Advisors, LLC | 1.84% | Reduce -4.1% | 10,011 | $5.7M |
| Custos Family Office, LLC | 1.81% | Reduce -0.6% | 9,993 | $5.7M |
| Platform Technology Partners | 1.48% | Add +3.9% | 9,992 | $5.7M |
| Raffa Wealth Management, LLC | 1.13% | Add +0.4% | 9,978 | $5.7M |
| Milestone Asset Management Group, LLC | 4.19% | Add +7.0% | 9,959 | $5.7M |
| Members Trust Co | 0.19% | Reduce -4.5% | 9,917 | $5.6M |
| ZWJ Investment Counsel Inc. | 0.21% | Reduce -1.6% | 9,916 | $5.6M |
| Hurley Capital, LLC | 3.95% | Add +11.3% | 9,913 | $5.6M |
| Cidel Asset Management Inc. | 0.34% | No change | 9,906 | $5.6M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.72% | Add +75.7% | 9,877 | $5.6M |
| Axis Wealth Partners, LLC | 3.68% | Add +5.6% | 9,867 | $5.6M |
| Essex Financial Services, Inc. | 0.37% | Add +2.5% | 9,847 | $5.6M |
| Anchor Investment Management, LLC | 0.49% | Reduce -4.3% | 9,844 | $5.6M |
| FDx Advisors, Inc. | 1.71% | Add +0.7% | 9,840 | $5.6M |
| Sigma Investment Counselors Inc. | 0.31% | Add +1.0% | 9,825 | $5.6M |
| Ritholtz Wealth Management | 0.12% | Add +28.5% | 9,800 | $5.6M |
| Single Point Partners, LLC | 1.21% | Add +4.4% | 9,743 | $5.6M |
| United Advisor Group, LLC | 0.96% | Reduce -3.9% | 9,751 | $5.5M |
| M3 Advisory Group, LLC | 3.83% | Add +10.4% | 9,757 | $5.5M |
| Essex Bank | 1.32% | Reduce -0.5% | 9,731 | $5.5M |
| Family Wealth Partners, LLC | 2.21% | Reduce -8.8% | 9,716 | $5.5M |
| Lyell Wealth Management, LP | 0.44% | Add +140.6% | 9,713 | $5.5M |
| Douglass Winthrop Advisors, LLC | 0.10% | Reduce -7.0% | 9,711 | $5.5M |
| Sound Income Strategies, LLC | 0.32% | Reduce -13.4% | 9,702 | $5.5M |
| Ignite Planners, LLC | 0.95% | Reduce -3.0% | 9,476 | $5.5M |
| Ariston Services Group | 3.88% | Add +0.2% | 9,606 | $5.5M |
| Bfsg, LLC | 0.61% | Reduce -0.5% | 9,583 | $5.4M |
| Gouws Capital LLC | 3.31% | Reduce -1.4% | 9,569 | $5.4M |
| Spirepoint Private Client, LLC | 0.61% | Add +8.1% | 9,552 | $5.4M |
| Vista Capital Partners, Inc. | 0.59% | No change | 9,443 | $5.4M |
| Saxon Interests, Inc. | 2.51% | No change | 10,428 | $5.4M |
| Gerber Kawasaki Wealth & Investment Management | 0.21% | Add +4.5% | 9,426 | $5.4M |
| Generation Capital Management LLC | 4.22% | Add +1.0% | 9,391 | $5.3M |
| PDS Planning, Inc | 0.40% | Add +6.7% | 9,388 | $5.3M |
| American Investment Services, Inc. | 1.36% | Reduce -21.3% | 9,375 | $5.3M |
| Blue Edge Capital, LLC | 0.79% | Add +1.1% | 9,374 | $5.3M |
| Calton & Associates, Inc. | 0.92% | Add +14.5% | 9,351 | $5.3M |
| Sovereign Financial Group, Inc. | 1.09% | Add +21.3% | 9,321 | $5.3M |
| Revere Asset Management, Inc | 2.57% | New | 9,315 | $5.3M |
| Walter & Keenan Wealth Management LLC /in/ | 1.53% | Add +1.6% | 9,300 | $5.3M |
| Affinity Capital Advisors, LLC | 0.91% | Add +66.3% | 9,297 | $5.3M |
| Mayflower Financial Advisors, LLC | 0.74% | Add +2.9% | 9,295 | $5.3M |
| F/m Investments LLC | 0.19% | Reduce -50.8% | 9,289 | $5.3M |
| Christensen, King & Associates Investment Services, Inc. | 2.41% | Add +2.4% | 9,276 | $5.3M |
| Centurion Wealth Management LLC | 1.51% | Reduce -19.2% | 9,272 | $5.3M |
| Heritage Trust Co | 0.61% | No change | 9,272 | $5.3M |
| Prepared Retirement Institute LLC | 3.10% | Reduce -4.5% | 9,267 | $5.3M |
| Quartz Partners, LLC | 2.41% | Add +25.8% | 9,266 | $5.3M |
| GWN Securities Inc. | 0.98% | Reduce -66.5% | 9,244 | $5.3M |
| Welch Group, LLC | 0.22% | Add +21.8% | 9,258 | $5.3M |
| Quadcap Wealth Management, LLC | 0.67% | Reduce -0.6% | 9,255 | $5.3M |
| Obsidian Cio, LLC | 0.76% | Add +9.2% | 9,244 | $5.3M |
| Braun-Bostich & Associates Inc. | 3.56% | Reduce -40.1% | 9,182 | $5.2M |
| IMG Wealth Management, Inc. | 4.02% | Add +4.9% | 9,135 | $5.2M |
| Balboa Wealth Partners | 1.04% | Add +73.9% | 9,069 | $5.2M |
| Signature Estate & Investment Advisors LLC | 0.12% | Add +0.8% | 9,058 | $5.1M |
| Sawyer & Company, Inc | 1.73% | Add +16.1% | 7,492 | $5.1M |
| Phillips Wealth Planners LLC | 4.65% | Add +4.9% | 9,004 | $5.1M |
| Integrated Investment Consultants, LLC | 1.01% | Add +25.8% | 9,032 | $5.1M |
| Capital Wealth Management, LLC | 1.91% | Reduce -2.1% | 9,027 | $5.1M |
| FAS Wealth Partners, Inc. | 0.38% | Add +13.2% | 9,023 | $5.1M |
| CPC Advisors, LLC | 0.64% | Add +306.1% | 8,999 | $5.1M |
| Stanley-Laman Group, Ltd. | 0.76% | Reduce -52.9% | 8,973 | $5.1M |
| Childress Capital Advisors, LLC | 1.28% | Add +25.3% | 8,935 | $5.1M |
| Community Bank of Raymore | 3.76% | Add +37.0% | 8,934 | $5.1M |
| D.B. Root & Company, LLC | 1.50% | Add +4.4% | 8,931 | $5.1M |
| Werba Rubin Papier Wealth Management | 0.95% | Reduce -1.7% | 8,928 | $5.1M |
| Bath Savings Trust Co | 0.51% | Add +5.9% | 8,912 | $5.1M |
| Madison Asset Management, LLC | 0.05% | New | 8,858 | $5.0M |
| Atlantic Union Bankshares Corp | 0.11% | Add +104.8% | 8,849 | $5.0M |
| Legacy Financial Strategies, LLC | 0.99% | Add +0.1% | 8,845 | $5.0M |
| ICW Investment Advisors LLC | 1.98% | Reduce -7.8% | 8,832 | $5.0M |
| Palisade Asset Management, LLC | 0.50% | Add +7.3% | 8,785 | $5.0M |
| Aaron Wealth Advisors LLC | 0.51% | Reduce -3.9% | 8,783 | $5.0M |
| Baldwin Investment Management, LLC | 0.60% | Reduce -0.1% | 8,759 | $5.0M |
| Ledgewood Wealth Advisors, LLC | 3.13% | Add +0.1% | 8,733 | $5.0M |
| Elser Financial Planning, Inc | 6.19% | Add +16.7% | 8,731 | $5.0M |
| Bouchey Financial Group, Ltd. | 0.41% | Reduce -0.7% | 8,725 | $5.0M |
| Westshore Wealth, LLC | 1.90% | Add +101.8% | 8,697 | $4.9M |
| Wiser Advisor Group LLC | 8.58% | Reduce -6.8% | 8,693 | $4.9M |
| Comprehensive Financial Planning, Inc. | 3.88% | Add +3.0% | 8,677 | $4.9M |
| Black Diamond Financial, LLC | 0.76% | Add +3.1% | 8,668 | $4.9M |
| Arthur M. Cohen & Associates, LLC | 0.87% | Reduce -0.3% | 8,667 | $4.9M |
| Redhawk Wealth Advisors, Inc. | 0.62% | Add +201.5% | 8,665 | $4.9M |
| Aegis Wealth Management LLC | 2.95% | No change | 9,560 | $4.9M |
| Future You Wealth LLC | 2.66% | Add +687.2% | 8,636 | $4.9M |
| My Personal CFO, LLC | 2.22% | Reduce -5.0% | 8,615 | $4.9M |
| DGS Capital Management, LLC | 1.01% | Add +4.9% | 8,573 | $4.9M |
| Tyche Wealth Partners LLC | 0.98% | Reduce -1.5% | 8,563 | $4.9M |
| QTR Family Wealth, LLC | 3.01% | Add +57.5% | 8,551 | $4.9M |
| Vestia Personal Wealth Advisors | 3.32% | Add +9.7% | 8,524 | $4.8M |
| Beacon Capital Management, LLC | 0.65% | Reduce -7.0% | 8,514 | $4.8M |
| Whalerock Point Partners, LLC | 1.07% | Add +0.1% | 8,499 | $4.8M |
| Patton Albertson Miller Group, LLC | 0.63% | Add +59.5% | 8,473 | $4.8M |
| Atlas Capital Advisors Inc. | 0.58% | Reduce -1.3% | 8,415 | $4.8M |
| Yarger Wealth Strategies, LLC | 2.50% | Reduce -1.1% | 8,405 | $4.8M |
| Calamos Wealth Management LLC | 0.20% | Add +15.9% | 8,397 | $4.8M |
| RKL Wealth Management LLC | 0.42% | Add +3.6% | 8,391 | $4.8M |
| Foster Dykema Cabot & Partners, LLC | 0.33% | No change | 8,356 | $4.8M |
| Modus Advisors, LLC | 1.41% | Reduce -0.0% | 8,378 | $4.8M |
| Arrowroot Family Office, LLC | 2.13% | — | 8,367 | $4.8M |
| Midwest Financial Network, LLC | 4.72% | Reduce -2.0% | 8,366 | $4.8M |
| Sulzberger Capital Advisors, Inc. | 5.54% | Reduce -8.0% | 8,339 | $4.7M |
| Rf&l Wealth Management, LLC | 3.05% | Add +2.4% | 8,323 | $4.7M |
| Ironwood Investment Counsel, LLC | 0.73% | Add +22.9% | 9,749 | $4.7M |
| Seamount Financial Group Inc. | 2.42% | Add +13.4% | 8,295 | $4.7M |
| Chicago Capital, LLC | 0.12% | Reduce -37.4% | 8,289 | $4.7M |
| Cedar Wealth Management, LLC | 1.59% | Add +3.2% | 8,268 | $4.7M |
| Fortis Capital Advisors, LLC | 0.84% | Reduce -4.2% | 8,248 | $4.7M |
| 25 LLC | 1.72% | Add +2.7% | 8,237 | $4.7M |
| CFM Wealth Partners LLC | 0.74% | Add +0.8% | 8,221 | $4.7M |
| Moss Adams Wealth Advisors LLC | 0.42% | Add +1.0% | 8,167 | $4.7M |
| Hanover Advisors Inc. | 1.90% | Reduce -9.8% | 8,191 | $4.7M |
| Eastern Bank | 0.09% | Add +6.6% | 8,174 | $4.6M |
| Kavar Capital Partners Group, LLC | 0.67% | Add +160.5% | 8,155 | $4.6M |
| Security National Bank | 0.80% | Add +8.9% | 8,146 | $4.6M |
| Apollon Financial, LLC | 0.97% | Add +1.4% | 8,143 | $4.6M |
| Xcel Wealth Management, LLC | 1.33% | Reduce -2.0% | 8,096 | $4.6M |
| Asset Dedication, LLC | 0.33% | Add +8.1% | 8,091 | $4.6M |
| Boyd Watterson Asset Management LLC | 1.46% | No change | 8,085 | $4.6M |
| Silver Oak Securities, Incorporated | 0.38% | Add +10.5% | 8,077 | $4.6M |
| Kestra Investment Management, LLC | 0.14% | Reduce -45.4% | 8,060 | $4.6M |
| JTC Employer Solutions Trustee Ltd | 0.44% | Reduce -8.8% | 8,055 | $4.6M |
| Caldwell Trust Co | 0.46% | No change | 8,047 | $4.6M |
| Jacobi Capital Management LLC | 0.30% | Reduce -1.6% | 8,040 | $4.6M |
| Summit Global Investments | 0.27% | Add +1066.9% | 8,028 | $4.6M |
| Decker Retirement Planning Inc. | 2.64% | Add +34734.8% | 8,012 | $4.6M |
| Liberty Wealth Management LLC | 0.71% | Reduce -1.0% | 7,982 | $4.5M |
| Red Crane Wealth Management, LLC | 4.13% | Add +6.8% | 7,982 | $4.5M |
| Debussy Capital Management LP | 0.68% | Reduce -3.4% | 7,973 | $4.5M |
| Penobscot Wealth Management | 1.62% | Reduce -24.3% | 7,972 | $4.5M |
| Aventura Private Wealth, LLC | 1.96% | Reduce -1.1% | 7,971 | $4.5M |
| Jackson, Grant Investment Advisers, Inc. | 1.66% | Add +1.0% | 7,971 | $4.5M |
| Gradient Capital Advisors, LLC | 1.34% | Reduce -0.1% | 7,961 | $4.5M |
| PFC Capital Group, Inc. | 2.09% | Add +108.1% | 7,952 | $4.5M |
| Capital Wealth Alliance, LLC | 2.42% | Add +1.9% | 7,919 | $4.5M |
| Minot DeBlois Advisors LLC | 4.26% | Add +2.3% | 7,911 | $4.5M |
| Sumitomo Life Insurance Co. | 0.30% | Reduce -61.5% | 7,900 | $4.5M |
| Tradition Wealth Management, LLC | 0.36% | Add +15.1% | 7,871 | $4.5M |
| Signal Advisors Wealth, LLC | 0.35% | Reduce -9.3% | 7,869 | $4.5M |
| Etesian Wealth Advisors, Inc. | 1.66% | Add +4.3% | 7,850 | $4.5M |
| Worth Asset Management, LLC | 2.20% | Add +42.3% | 7,845 | $4.5M |
| Fee-Only Financial Planning, L.C. | 2.75% | Add +4.7% | 7,813 | $4.4M |
| Valued Retirements, Inc. | 4.98% | Add +4.6% | 7,773 | $4.4M |
| Southland Equity Partners LLC | 0.97% | Reduce -0.8% | 7,773 | $4.4M |
| Callan Family Office, LLC | 0.14% | Add +3.7% | 7,766 | $4.4M |
| Kornitzer Capital Management Inc. | 0.09% | Add +7.7% | 7,753 | $4.4M |
| SMART Wealth LLC | 1.38% | Reduce -19.4% | 7,750 | $4.4M |
| Monograph Wealth Advisors, LLC | 0.54% | Add +112.6% | 7,726 | $4.4M |
| Biltmore Family Office, LLC | 0.74% | Add +2.7% | 7,722 | $4.4M |
| Elevation Capital Advisory, LLC | 1.76% | Add +12.2% | 7,732 | $4.4M |
| Keebeck Wealth Management | 0.58% | Add +7.7% | 7,707 | $4.4M |
| Legacy Edge Advisors, LLC | 0.58% | Reduce -6.3% | 7,687 | $4.4M |
| Wick Capital Partners, LLC | 1.13% | Add +802.1% | 24,845 | $4.3M |
| Empowered Funds, LLC | 0.05% | Reduce -65.6% | 7,633 | $4.3M |
| LongView Wealth Management | 1.31% | Add +7.0% | 7,618 | $4.3M |
| Bluesphere Advisors LLC | 2.16% | Add +15.0% | 7,616 | $4.3M |
| Flagship Wealth Advisors, LLC | 1.63% | Add +87.7% | 7,612 | $4.3M |
| Johnson Financial Group, LLC | 0.41% | Add +17.0% | 7,572 | $4.3M |
| Well Done, LLC | 0.81% | Reduce -4.5% | 7,565 | $4.3M |
| HCR Wealth Advisors | 0.51% | Reduce -1.4% | 7,563 | $4.3M |
| Allie Family Office LLC | 2.13% | Reduce -5.5% | 7,551 | $4.3M |
| Crux Wealth Advisors | 1.83% | Add +1.5% | 7,560 | $4.3M |
| Rothschild Wealth LLC | 1.05% | Add +89.8% | 7,541 | $4.3M |
| Summit Wealth & Retirement Planning, Inc. | 1.15% | Add +12.4% | 7,539 | $4.3M |
| Warwick Investment Management, Inc. | 0.83% | Add +0.0% | 7,539 | $4.3M |
| Maxele Advisors, LLC | 3.71% | Add +14.1% | 7,490 | $4.3M |
| Quadrant Capital Group LLC | 0.15% | Add +22.3% | 7,462 | $4.2M |
| Hyperion Capital Advisors LP | 2.65% | Reduce -57.7% | 7,449 | $4.2M |
| Belmont Capital, LLC | 0.64% | No change | 7,449 | $4.2M |
| WESPAC Advisors, LLC | 2.96% | Add +0.0% | 7,443 | $4.2M |
| ORG Partners LLC | 0.92% | Add +0.5% | 7,425 | $4.2M |
| Astra Wealth Partners LLC | 3.38% | Add +14.2% | 7,382 | $4.2M |
| Hancock Whitney Corp. | 0.08% | Add +81.5% | 7,376 | $4.2M |
| Armbruster Capital Management, Inc. | 0.76% | Add +2.5% | 7,373 | $4.2M |
| Allen Mooney & Barnes Investment Advisors LLC | 0.69% | Reduce -5.0% | 7,371 | $4.2M |
| Maia Wealth LLC | 0.79% | Reduce -7.9% | 7,344 | $4.2M |
| Townsend Asset Management Corp. /NC/ | 1.51% | Add +0.5% | 7,339 | $4.2M |
| Advyzon Investment Management, LLC | 0.92% | Add +206.2% | 7,305 | $4.1M |
| Clark Asset Management, LLC | 0.57% | Add +15.7% | 7,300 | $4.1M |
| Zacks Investment Management | 0.04% | Reduce -7.9% | 7,270 | $4.1M |
| Howard Wealth Management, LLC | 2.08% | Add +0.5% | 7,258 | $4.1M |
| Tactive Advisors, LLC | 1.33% | — | 7,249 | $4.1M |
| Koss-Olinger Consulting, LLC | 0.34% | Reduce -1.4% | 7,233 | $4.1M |
| Kinloch Capital, LLC | 1.91% | Reduce -20.3% | 7,226 | $4.1M |
| Bordeaux Wealth Advisors LLC | 0.52% | Add +11.9% | 7,206 | $4.1M |
| Prospect Financial Group LLC | 4.28% | No change | 7,199 | $4.1M |
| Ami Investment Management Inc. | 1.05% | Reduce -2.7% | 7,192 | $4.1M |
| Ridgewood Investments LLC | 1.77% | Add +1.9% | 7,192 | $4.1M |
| InTrack Investment Management Inc | 2.74% | Reduce -57.7% | 7,185 | $4.1M |
| Davis R M Inc. | 0.08% | Add +5.9% | 7,156 | $4.1M |
| Ferguson Wellman Capital Management, Inc. | 0.07% | Add +8.7% | 7,138 | $4.1M |
| Riverchase Wealth Management, LLC | 2.57% | Reduce -0.9% | 7,127 | $4.0M |
| Sagace Wealth Management LLC | 3.02% | Reduce -8.8% | 7,116 | $4.0M |
| Patriot Investment Management Group, Inc. | 0.28% | Add +53.4% | 7,108 | $4.0M |
| Magnolia Capital Advisors LLC | 1.01% | Add +2.5% | 7,083 | $4.0M |
| First National Corp. /Ma/ | 0.81% | Add +2.9% | 7,052 | $4.0M |
| S.A. Mason LLC | 1.94% | Add +0.9% | 7,049 | $4.0M |
| Revolve Wealth Partners, LLC | 0.52% | Reduce -15.1% | 7,046 | $4.0M |
| Schrum Private Wealth Management LLC | 3.20% | Add +18.6% | 7,021 | $4.0M |
| O'Brien Wealth Partners LLC | 0.62% | Add +991.1% | 7,005 | $4.0M |
| Family Investment Center, Inc. | 0.90% | Add +4.3% | 7,003 | $4.0M |
| Terra Nova Asset Management LLC | 2.78% | Add +48.7% | 6,996 | $4.0M |
| J Hagan Capital, Inc. | 2.68% | Reduce -3.1% | 6,869 | $4.0M |
| Adapt Wealth Advisors, LLC | 1.77% | Reduce -1.9% | 6,975 | $4.0M |
| 1776 Wealth LLC | 1.63% | Add +5.9% | 6,975 | $4.0M |
| BlueChip Wealth Advisors LLC | 1.63% | Add +97.0% | 6,964 | $4.0M |
| Front Street Capital Management, Inc. | 0.76% | Reduce -91.0% | 6,959 | $4.0M |
| Glass Jacobson Investment Advisors llc | 1.52% | Reduce -38.1% | 6,926 | $3.9M |
| John G Ullman & Associates Inc. | 0.58% | Reduce -1.8% | 6,923 | $3.9M |
| Clientfirst Wealth Management, LLC | 4.02% | Add +0.7% | 6,920 | $3.9M |
| Bill Few Associates, Inc. | 1.11% | Reduce -1.9% | 6,916 | $3.9M |
| Planning Alternatives Ltd. | 0.55% | Add +10.1% | 6,906 | $3.9M |
| First Trust Advisors LP | 0.00% | Add +117.4% | 6,876 | $3.9M |
| McAdam, LLC | 0.21% | Reduce -4.6% | 6,874 | $3.9M |
| Fsa Wealth Partners, Inc. | 1.88% | Reduce -83.0% | 6,868 | $3.9M |
| Charter Capital Management, LLC\DE | 2.29% | — | 6,866 | $3.9M |
| BLB&B Advisors, LLC | 0.18% | Add +4.5% | 6,865 | $3.9M |
| May Hill Capital, LLC | 1.28% | Reduce -0.0% | 6,858 | $3.9M |
| Triasima Portfolio Management inc. | 0.71% | Add +5.2% | 6,835 | $3.9M |
| Ssa Swiss Advisors AG | 1.87% | Reduce -26.1% | 6,700 | $3.9M |
| VSM Wealth Advisory, LLC | 1.28% | Add +9.2% | 6,812 | $3.9M |
| Fortress Private Ledger, LLC | 1.75% | Add +6.8% | 6,788 | $3.9M |
| Calydon Capital | 0.38% | Add +100.0% | 6,768 | $3.8M |
| CV Advisors LLC | 1.18% | No change | 6,763 | $3.8M |
| Avondale Wealth Management | 2.14% | Add +5.4% | 6,760 | $3.8M |
| Everhart Financial Group, Inc. | 0.44% | Add +30.9% | 6,757 | $3.8M |
| Cornerstone Wealth Management, LLC | 0.23% | Add +1.3% | 6,757 | $3.8M |
| World Equity Group, Inc. | 1.04% | Add +22.9% | 6,741 | $3.8M |
| Bristlecone Advisors, LLC | 0.32% | Add +0.5% | 6,735 | $3.8M |
| Farnam Financial LLC | 3.43% | Add +68.1% | 6,722 | $3.8M |
| Agate Pass Investment Management, LLC | 1.57% | Add +3.7% | 6,711 | $3.8M |
| Syon Capital LLC | 0.25% | Reduce -11.6% | 6,666 | $3.8M |
| Truepoint, Inc. | 0.09% | Reduce -5.1% | 6,654 | $3.8M |
| Hamilton Capital Partners Inc. | 0.19% | New | 6,653 | $3.8M |
| SeaBridge Investment Advisors LLC | 0.70% | Reduce -21.5% | 6,641 | $3.8M |
| Channel Wealth LLC | 1.06% | Reduce -0.5% | 6,629 | $3.8M |
| Wealthstream Advisors, Inc. | 0.62% | Reduce -0.2% | 6,613 | $3.8M |
| Pasadena Private Wealth, LLC | 0.64% | Reduce -23.4% | 6,570 | $3.7M |
| Cullinan Associates Inc. | 0.25% | Reduce -16.1% | 6,570 | $3.7M |
| Mechanics Bank Trust Department | 0.53% | Add +2.3% | 6,554 | $3.7M |
| Dohj, LLC | 1.07% | New | 7,497 | $3.7M |
| Paragon Private Wealth Management, LLC | 1.47% | Reduce -2.6% | 6,494 | $3.7M |
| Sage Capital Advisors,llc | 0.91% | Reduce -2.4% | 6,480 | $3.7M |
| Cove Private Wealth, LLC | 1.31% | Add +13.1% | 6,468 | $3.7M |
| First PREMIER Bank | 0.89% | Reduce -4.7% | 6,460 | $3.7M |
| Migdal Insurance & Financial Holdings Ltd. | 0.04% | Reduce -75.3% | 6,459 | $3.7M |
| Integrity Investment Advisors, LLC | 2.82% | Add +714.3% | 6,457 | $3.7M |
| XML Financial, LLC | 0.32% | Add +7.8% | 6,439 | $3.7M |
| Pennington Partners & Co., LLC | 1.96% | Add +3.4% | 6,402 | $3.6M |
| Curi Capital, LLC | 0.07% | New | 6,379 | $3.6M |
| Sterling Group Wealth Management, LLC | 2.01% | Reduce -0.4% | 6,381 | $3.6M |
| Baldwin Wealth Partners LLC | 0.25% | Reduce -0.1% | 6,357 | $3.6M |
| L2 Asset Management, LLC | 0.59% | New | 6,345 | $3.6M |
| First Interstate Bank | 0.21% | Add +0.0% | 6,342 | $3.6M |
| DT Investment Partners, LLC | 0.32% | Reduce -0.3% | 6,330 | $3.6M |
| Viewpoint Investment Partners Corp. | 1.96% | No change | 6,318 | $3.6M |
| Strategies Wealth Advisors, LLC | 0.39% | Reduce -1.4% | 6,294 | $3.6M |
| Consilio Wealth Advisors, LLC | 1.27% | Add +13.6% | 6,304 | $3.6M |
| DecisionMap Wealth Management, LLC | 2.44% | Reduce -3.6% | 6,274 | $3.6M |
| Heritage Investors Management Corp. | 0.11% | Reduce -9.1% | 6,271 | $3.6M |
| Woodmont Investment Counsel LLC | 0.23% | Add +6.3% | 6,246 | $3.5M |
| Berkshire Money Management, Inc. | 0.37% | Reduce -2.5% | 6,244 | $3.5M |
| LRI Investments, LLC | 0.30% | Add +0.2% | 6,242 | $3.5M |
| Accredited Investors Inc. | 0.21% | Add +15.6% | 6,239 | $3.5M |
| Rebalance, LLC | 0.24% | Reduce -0.2% | 6,230 | $3.5M |
| Headlands Technologies LLC | 0.42% | Add +5.7% | 6,230 | $3.5M |
| Sfmg, LLC | 0.27% | Add +4.1% | 6,229 | $3.5M |
| Capasso Planning Partners LLC | 2.00% | Reduce -20.8% | 6,225 | $3.5M |
| NYL Investors LLC | 1.02% | No change | 6,217 | $3.5M |
| Thompson Davis & Co., Inc. | 2.40% | Add +5.2% | 6,192 | $3.5M |
| SteelPeak Wealth, LLC | 0.14% | Add +9.7% | 6,167 | $3.5M |
| Consultiva Wealth Management, Corp. | 10.82% | Reduce -1.9% | 6,172 | $3.5M |
| Synergy Financial Group, LTD | 2.58% | Add +0.9% | 6,167 | $3.5M |
| Texas Yale Capital Corp. | 0.11% | Reduce -14.8% | 6,161 | $3.5M |
| Significant Wealth Partners LLC | 1.72% | Add +211.3% | 6,152 | $3.5M |
| Farrow Financial, Inc. | 2.12% | Add +2.8% | 6,144 | $3.5M |
| Advisory Research Inc. | 0.54% | Add +2.8% | 6,142 | $3.5M |
| Long Island Wealth Management, Inc. | 1.81% | Add +23.9% | 6,136 | $3.5M |
| Highland Capital Management, LLC | 0.19% | No change | 6,120 | $3.5M |
| Mosaic Family Wealth Partners, LLC | 0.44% | Add +0.4% | 6,120 | $3.5M |
| New Covenant Trust Company, N.A. | 3.10% | Reduce -0.6% | 6,116 | $3.5M |
| Clarkston Capital Partners, LLC | 0.07% | Reduce -0.1% | 6,104 | $3.5M |
| Bank of Marin | 2.62% | New | 6,095 | $3.5M |
| Arcadia Wealth Management, LLC | 1.51% | Add +16.7% | 6,086 | $3.5M |
| Thrive Capital Management, LLC | 1.08% | New | 6,085 | $3.5M |
| FSM Wealth Advisors, LLC | 0.56% | Add +15.5% | 6,029 | $3.4M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -13.3% | 6,051 | $3.4M |
| Fi3 FINANCIAL ADVISORS, LLC | 1.24% | Reduce -14.9% | 6,026 | $3.4M |
| Opulen Financial Group LLC | 2.81% | Reduce -6.5% | 6,031 | $3.4M |
| MassMutual Private Wealth & Trust, FSB | 0.09% | Reduce -25.5% | 6,021 | $3.4M |
| Full Sail Capital, LLC | 0.20% | Add +14.8% | 6,008 | $3.4M |
| Black Swift Group, LLC | 0.69% | Reduce -2.5% | 5,994 | $3.4M |
| RMG Wealth Management LLC | 0.52% | — | 5,898 | $3.4M |
| Compass Advisory Group LLC | 1.07% | Add +2.6% | 5,961 | $3.4M |
| Taylor Hoffman Capital Management LLC | 1.16% | Reduce -0.9% | 5,968 | $3.4M |
| Gallacher Capital Management LLC | 1.57% | Reduce -16.4% | 5,966 | $3.4M |
| Auour Investments LLC | 1.16% | Add +0.9% | 5,942 | $3.4M |
| Keystone Global Partners, LLC | 1.84% | Reduce -8.3% | 5,930 | $3.4M |
| DB Fitzpatrick & Co, Inc | 2.99% | Add +3.2% | 5,923 | $3.4M |
| Archer Investment Corp | 0.80% | Add +4.2% | 5,919 | $3.4M |
| Orgel Wealth Management, LLC | 0.08% | Add +9.5% | 5,919 | $3.4M |
| Financial Consulate, Inc. | 0.66% | Add +0.1% | 5,916 | $3.4M |
| BIP Wealth, LLC | 0.21% | Add +6.5% | 5,909 | $3.4M |
| LVW Advisors, LLC | 0.38% | Add +1.6% | 5,903 | $3.4M |
| Nations Financial Group Inc, /Ia/ | 0.23% | Add +3.5% | 5,889 | $3.3M |
| Beirne Wealth Consulting Services, LLC | 1.08% | Add +105.0% | 5,856 | $3.3M |
| Rexford Capital Inc. | 2.76% | — | 5,861 | $3.3M |
| Hemington Wealth Management | 0.48% | No change | 5,859 | $3.3M |
| GHP Investment Advisors, Inc. | 0.15% | Add +5.0% | 5,837 | $3.3M |
| Barnes Pettey Financial Advisors, LLC | 2.21% | Add +8.3% | 5,830 | $3.3M |
| Independent Wealth Network Inc. | 1.21% | Reduce -4.0% | 5,825 | $3.3M |
| Bakala Capital LLC | 18.88% | Reduce -2.9% | 5,789 | $3.3M |
| Trellis Wealth Advisors LLC | 1.42% | No change | 5,755 | $3.3M |
| LifeWealth Investments, LLC | 1.19% | Reduce -10.6% | 5,744 | $3.3M |
| Lee, Kelleher & Klein Wealth Management | 2.17% | Reduce -4.2% | 5,737 | $3.3M |
| KFA Private Wealth Group, LLC | 1.01% | Add +11.3% | 5,735 | $3.3M |
| Richards, Merrill & Peterson, Inc. | 1.54% | Add +51.1% | 5,705 | $3.2M |
| Private Advisory Group LLC | 0.30% | Reduce -0.6% | 5,671 | $3.2M |
| Waddell & Associates, LLC | 0.34% | Reduce -6.2% | 5,671 | $3.2M |
| First National Advisers, LLC | 0.47% | Reduce -0.2% | 5,667 | $3.2M |
| Orion Investment Co | 1.14% | New | 5,663 | $3.2M |
| Tortoise Investment Management, LLC | 0.30% | Add +30.1% | 5,614 | $3.2M |
| Tolleson Wealth Management, Inc. | 0.54% | Add +132.3% | 5,592 | $3.2M |
| MBL Wealth, LLC | 0.30% | Add +3.6% | 5,591 | $3.2M |
| Principle Wealth Partners LLC | 0.20% | Add +10.1% | 5,561 | $3.2M |
| Global Strategic Investment Solutions, LLC | 0.34% | Reduce -0.0% | 5,556 | $3.2M |
| Strategic Family Wealth Counselors, L.L.C. | 0.90% | Reduce -8.5% | 5,536 | $3.1M |
| DBK Financial Counsel, LLC | 2.83% | Add +8.7% | 5,511 | $3.1M |
| Edmond DE Rothschild Holding S.A. | 0.05% | Reduce -19.6% | 5,507 | $3.1M |
| TCI Wealth Advisors, Inc. | 0.21% | Add +16.4% | 5,502 | $3.1M |
| Wealth Architects, LLC | 0.32% | Add +13.3% | 5,492 | $3.1M |
| Prime Buchholz LLC | 0.99% | Add +2.2% | 5,478 | $3.1M |
| Aprio Wealth Management, LLC | 0.35% | Add +0.2% | 5,458 | $3.1M |
| Hardin Capital Partners, LLC | 1.81% | Add +15.9% | 5,440 | $3.1M |
| Disciplined Investors, L.L.C. | 2.40% | Add +0.9% | 5,434 | $3.1M |
| HORAN Wealth, LLC | 0.94% | — | 5,428 | $3.1M |
| Kathmere Capital Management, LLC | 0.24% | Reduce -0.6% | 5,427 | $3.1M |
| Walled Lake Planning & Wealth Management, LLC | 1.00% | Reduce -11.6% | 5,417 | $3.1M |
| Vermillion Wealth Management, Inc. | 1.47% | Add +0.4% | 5,409 | $3.1M |
| Richardson Financial Services Inc. | 2.06% | Add +2.8% | 5,405 | $3.1M |
| Tranquility Partners, LLC | 1.09% | Reduce -0.1% | 5,375 | $3.1M |
| Weaver Consulting Group | 0.84% | Add +0.0% | 5,369 | $3.0M |
| Scott Marsh Financial, LLC | 1.13% | — | 5,352 | $3.0M |
| Clarity Capital Partners LLC | 1.09% | Reduce -34.6% | 5,342 | $3.0M |
| Guyasuta Investment Advisors Inc. | 0.19% | Add +7.4% | 5,333 | $3.0M |
| GW Henssler & Associates Ltd. | 0.16% | Add +0.5% | 5,322 | $3.0M |
| Financial Advocates Investment Management | 0.25% | Reduce -45.1% | 5,300 | $3.0M |
| Perennial Investment Advisors, LLC | 0.29% | Add +1.6% | 5,298 | $3.0M |
| L.K. Benson & Company, P.C. | 1.85% | Add +18.3% | 5,299 | $3.0M |
| Brooklyn Investment Group | 0.39% | Add +100.0% | 5,292 | $3.0M |
| Fiduciary Family Office, LLC | 0.98% | Reduce -2.4% | 5,290 | $3.0M |
| Investment Advisory Group, LLC | 0.91% | Add +2.8% | 5,287 | $3.0M |
| Accel Wealth Management | 1.00% | Add +6.7% | 5,281 | $3.0M |
| Bluestem Financial Advisors, LLC | 1.28% | Add +542.1% | 5,265 | $3.0M |
| Innova Wealth Partners | 1.74% | Add +8.7% | 5,224 | $3.0M |
| Copperleaf Capital, LLC | 1.50% | Add +8.1% | 5,208 | $3.0M |
| WMG Financial Advisors, LLC | 1.09% | Add +9.5% | 5,181 | $2.9M |
| IFC Advisors LLC | 0.55% | No change | 5,169 | $2.9M |
| Financial Council, LLC | 1.41% | No change | 5,152 | $2.9M |
| Kirtland Hills Capital Management, LLC | 1.35% | Add +27.9% | 5,145 | $2.9M |
| Goodwin Investment Advisory | 3.37% | Reduce -1.2% | 5,134 | $2.9M |
| SRH Advisors, LLC | 0.88% | Reduce -43.1% | 5,121 | $2.9M |
| Values Added Financial LLC | 1.40% | Add +5.2% | 5,081 | $2.9M |
| Pine Ridge Advisers LLC | 0.18% | No change | 5,075 | $2.9M |
| Roberts Glore & Co. Inc. | 0.84% | Add +4.2% | 5,073 | $2.9M |
| Hubbell Strickland Wealth Management, LLC | 1.27% | Add +2.2% | 5,073 | $2.9M |
| Equita Financial Network, Inc. | 1.14% | Add +11.7% | 5,040 | $2.9M |
| Naviter Wealth, LLC | 0.35% | Add +10.1% | 5,010 | $2.9M |
| Capital CS Group, LLC | 4.68% | Add +26.0% | 5,018 | $2.9M |
| Myecfo, LLC | 1.39% | Reduce -0.4% | 5,001 | $2.8M |
| Marex Group Ltd | 0.05% | Reduce -45.2% | 4,962 | $2.8M |
| First Pacific Financial | 0.42% | Reduce -4.7% | 4,958 | $2.8M |
| Cooper/Haims Advisors, LLC | 1.38% | Add +3.7% | 4,948 | $2.8M |
| Verus Financial Partners, Inc. | 0.29% | Add +0.1% | 4,897 | $2.8M |
| Arlington Trust Co LLC | 0.55% | Add +21.5% | 4,943 | $2.8M |
| Performance Wealth Partners, LLC | 0.09% | Reduce -7.1% | 4,942 | $2.8M |
| Fortis Capital Management LLC | 0.44% | Add +54.0% | 4,931 | $2.8M |
| IMA Advisory Services, Inc. | 0.30% | Add +3.7% | 4,926 | $2.8M |
| Meeder Advisory Services, Inc. | 0.14% | Add +6.2% | 4,911 | $2.8M |
| LifeGuide Financial Advisors, LLC | 1.03% | Add +4.2% | 4,904 | $2.8M |
| Medallion Wealth Advisors, LLC | 1.07% | Reduce -25.3% | 4,889 | $2.8M |
| FOCUS Wealth Advisors, LLC | 1.44% | Reduce -0.1% | 4,872 | $2.8M |
| Winthrop Advisory Group LLC | 0.27% | Add +14.2% | 4,856 | $2.8M |
| Stockman Wealth Management, Inc. | 0.38% | Reduce -0.1% | 4,860 | $2.8M |
| PACK Private Wealth, LLC | 1.46% | Reduce -7.8% | 4,859 | $2.8M |
| Ewa, LLC | 0.87% | Reduce -11.9% | 4,854 | $2.8M |
| Physician Wealth Advisors, Inc. | 0.43% | Reduce -0.1% | 4,848 | $2.8M |
| Provenance Wealth Advisors, LLC | 0.40% | Add +1.6% | 4,843 | $2.8M |
| WP Advisors, LLC | 0.76% | Add +13.6% | 4,842 | $2.8M |
| New York Life Investment Management LLC | 0.03% | Add +65.1% | 4,814 | $2.7M |
| JPL Wealth Management, LLC | 0.74% | Reduce -3.3% | 4,812 | $2.7M |
| Grantvest Financial Group LLC | 2.02% | Reduce -0.3% | 4,798 | $2.7M |
| Arrien Investments, Inc. | 1.72% | Add +3.9% | 4,796 | $2.7M |
| Robinson Smith Wealth Advisors LLC | 2.17% | Reduce -1.6% | 4,791 | $2.7M |
| Boreal Capital Management LLC | 2.60% | — | 4,760 | $2.7M |
| Apeiron RIA LLC | 0.70% | Reduce -1.4% | 4,772 | $2.7M |
| Key Client Fiduciary Advisors, LLC | 1.11% | Add +9.2% | 4,768 | $2.7M |
| Panoramic Investment Advisors, LLC | 1.66% | Reduce -6.3% | 4,753 | $2.7M |
| E&G Advisors, LLC | 0.70% | No change | 4,752 | $2.7M |
| Defender Capital, LLC. | 0.92% | No change | 4,750 | $2.7M |
| Quent Capital, LLC | 0.26% | Reduce -23.6% | 4,744 | $2.7M |
| Capital Investment Advisory Services, LLC | 0.22% | Add +4.6% | 4,740 | $2.7M |
| Cherry Creek Investment Advisors, Inc. | 1.26% | Reduce -2.5% | 4,731 | $2.7M |
| Hilltop Holdings Inc. | 0.17% | Reduce -63.1% | 4,710 | $2.7M |
| Harbour Investment Management LLC | 1.16% | No change | 4,692 | $2.7M |
| Commons Capital, LLC | 2.04% | Reduce -2.0% | 4,702 | $2.7M |
| Nilsine Partners, LLC | 0.27% | Add +40.0% | 4,696 | $2.7M |
| Private Client Services, LLC | 1.04% | Add +8.4% | 4,692 | $2.7M |
| JT Stratford LLC | 0.40% | Reduce -2.3% | 4,678 | $2.7M |
| Financial Perspectives, Inc | 0.80% | Reduce -22.1% | 4,665 | $2.6M |
| Purkiss Capital Advisors LLC | 1.47% | Add +4.8% | 4,654 | $2.6M |
| Meredith Wealth Planning | 0.95% | Reduce -0.3% | 4,629 | $2.6M |
| SkyOak Wealth, LLC | 0.53% | Add +0.5% | 4,621 | $2.6M |
| Capital Analysts, LLC | 0.09% | Add +37.2% | 4,617 | $2.6M |
| Stonebridge Capital Advisors LLC | 0.20% | Reduce -0.3% | 4,590 | $2.6M |
| 180 Wealth Advisors, LLC | 0.36% | No change | 4,580 | $2.6M |
| Baring Financial LLC | 1.94% | Add +4.0% | 4,562 | $2.6M |
| Sonora Investment Management Group, LLC | 0.19% | Reduce -3.4% | 4,548 | $2.6M |
| Faithward Advisors, LLC | 0.40% | Add +11.2% | 4,539 | $2.6M |
| Founders Financial Alliance, LLC | 0.58% | Add +2.6% | 4,528 | $2.6M |
| Horizon Investments, LLC | 0.04% | Reduce -54.7% | 4,509 | $2.6M |
| Optimist Retirement Group LLC | 1.22% | No change | 4,496 | $2.6M |
| Unique Wealth, LLC | 0.41% | Add +111.6% | 4,494 | $2.6M |
| Wakefield Asset Management LLLP | 0.71% | Add +5.4% | 4,488 | $2.5M |
| Avestar Capital, LLC | 0.19% | Add +13.0% | 4,467 | $2.5M |
| MTM Investment Management, LLC | 0.85% | Add +93.6% | 4,469 | $2.5M |
| Asset Management One Co., Ltd. | 0.01% | Add +12662.9% | 4,467 | $2.5M |
| Talon Private Wealth, LLC | 0.35% | Reduce -3.9% | 4,456 | $2.5M |
| Financial Synergies Wealth Advisors, Inc. | 0.27% | Add +6.7% | 4,444 | $2.5M |
| Blueprint Investment Partners LLC | 0.45% | New | 4,435 | $2.5M |
| Freedom Investment Management, Inc. | 0.20% | Add +8.4% | 4,432 | $2.5M |
| Annex Advisory Services, LLC | 0.06% | Add +10.8% | 4,421 | $2.5M |
| Morton Capital Management LLC | 0.44% | Add +7.9% | 4,407 | $2.5M |
| Capital Advisors Inc. | 0.04% | Reduce -13.3% | 4,402 | $2.5M |
| Novem Group | 0.32% | Add +40.4% | 4,400 | $2.5M |
| Canandaigua National Bank & Trust Co. | 0.23% | Reduce -0.3% | 4,384 | $2.5M |
| Veery Capital, LLC | 0.86% | Add +9.6% | 4,384 | $2.5M |
| Consolidated Portfolio Review Corp | 0.34% | Add +63.5% | 4,383 | $2.5M |
| TCV Trust & Wealth Management, Inc. | 0.22% | Add +6.9% | 4,379 | $2.5M |
| Headinvest, LLC | 0.53% | Reduce -33.5% | 4,342 | $2.5M |
| Golden State Wealth Management, LLC | 0.30% | Reduce -0.8% | 4,338 | $2.5M |
| Pine Haven Investment Counsel, Inc | 1.93% | No change | 4,333 | $2.5M |
| L & S Advisors Inc | 0.28% | New | 4,327 | $2.5M |
| Retirement Income Solutions, Inc. | 0.45% | Reduce -8.0% | 4,293 | $2.4M |
| Burt Wealth Advisors | 0.56% | Add +7.6% | 4,286 | $2.4M |
| Washburn Capital Management, Inc. | 1.42% | Reduce -3.7% | 4,274 | $2.4M |
| Pursue Wealth Partners LLC | 1.38% | Add +27.9% | 4,271 | $2.4M |
| Berkeley, Inc | 0.87% | Reduce -21.1% | 4,270 | $2.4M |
| Latko Wealth Management, Ltd. | 1.36% | Add +7.0% | 4,266 | $2.4M |
| Quadrant Private Wealth Management, LLC | 0.50% | Add +46.1% | 4,230 | $2.4M |
| Clearstead Trust, LLC | 0.45% | Add +48.1% | 4,233 | $2.4M |
| Cardinal Point Capital Management ULC | 0.19% | Reduce -2.1% | 4,162 | $2.4M |
| Cloud Capital Management, LLC | 1.49% | Add +4.3% | 4,122 | $2.4M |
| Orrstown Financial Services Inc. | 0.50% | Reduce -4.5% | 4,208 | $2.4M |
| Tumwater Wealth Management, LLC | 1.11% | Add +3.4% | 4,200 | $2.4M |
| Advance Capital Management, Inc. | 0.11% | Add +159.2% | 4,194 | $2.4M |
| Second Line Capital, LLC | 0.55% | No change | 4,178 | $2.4M |
| Michels Family Financial, LLC | 2.03% | Reduce -1.9% | 4,189 | $2.4M |
| Portland Global Advisors LLC | 0.28% | Add +6.6% | 4,185 | $2.4M |
| JB Capital LLC | 0.12% | Add +3.6% | 4,182 | $2.4M |
| S&T Bank | 0.72% | No change | 4,165 | $2.4M |
| Culbertson A N & Co. Inc. | 0.36% | Add +13.5% | 4,164 | $2.4M |
| Absolute Capital Management, LLC | 1.19% | Add +33.3% | 4,162 | $2.4M |
| CFS Investment Advisory Services, LLC | 0.19% | Add +13.0% | 4,154 | $2.4M |
| Cherry Tree Wealth Management, LLC | 0.55% | Add +2.3% | 4,139 | $2.4M |
| Realta Investment Advisors | 0.93% | Add +17.4% | 4,138 | $2.4M |
| MIdWestOne Financial Group, Inc. | 0.31% | Reduce -6.5% | 4,137 | $2.3M |
| TruNorth Capital Management, LLC | 0.52% | Add +33.1% | 4,127 | $2.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Add +0.7% | 4,123 | $2.3M |
| Heritage Wealth Management, Inc. | 0.75% | Add +3.5% | 4,098 | $2.3M |
| Bell Investment Advisors, Inc | 0.40% | Reduce -1.0% | 4,097 | $2.3M |
| Harfst & Associates, Inc. | 0.48% | Reduce -4.1% | 4,094 | $2.3M |
| Laurel Wealth Advisors LLC | 0.35% | Add +4.2% | 4,074 | $2.3M |
| Country Club Bank | 0.15% | Add +11.1% | 4,078 | $2.3M |
| Vantage Financial Partners, LLC | 0.53% | Reduce -50.3% | 4,058 | $2.3M |
| R.H. Investment Group, LLC | 2.11% | Add +11.1% | 4,058 | $2.3M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -77.9% | 4,047 | $2.3M |
| Nova Wealth Management, Inc. | 1.68% | Add +0.3% | 4,031 | $2.3M |
| Intrua Financial, LLC | 0.33% | Add +9.8% | 4,027 | $2.3M |
| Heritage Financial Services, LLC | 0.22% | Add +24.5% | 4,017 | $2.3M |
| Capital Advantage, Inc. | 0.36% | Add +0.8% | 4,004 | $2.3M |
| Infinity Wealth Counsel, LLC | 2.30% | No change | 4,000 | $2.3M |
| Trust Co. of Toledo NA | 0.25% | Reduce -0.9% | 3,991 | $2.3M |
| Zullo Investment Group, Inc. | 0.92% | No change | 3,990 | $2.3M |
| CHB Investment Group, LLC | 1.15% | Add +0.5% | 3,985 | $2.3M |
| Mascoma Wealth Management LLC | 0.52% | No change | 3,977 | $2.3M |
| Aviance Capital Partners, LLC | 0.30% | Add +16.5% | 3,976 | $2.3M |
| Great Oak Capital Partners, LLC | 0.65% | Add +2.9% | 3,940 | $2.3M |
| Moloney Securities Asset Management, LLC | 0.28% | Add +10.3% | 3,968 | $2.3M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Add +2.9% | 3,967 | $2.3M |
| Elevated Capital Advisors, LLC | 0.63% | No change | 4,379 | $2.3M |
| Onyx Bridge Wealth Group LLC | 0.30% | Reduce -1.9% | 3,961 | $2.3M |
| Cercano Management LLC | 0.06% | Reduce -50.0% | 3,941 | $2.2M |
| Sandbox Financial Partners, LLC | 0.71% | Add +3.7% | 3,936 | $2.2M |
| Index Fund Advisors, Inc. | 0.13% | Reduce -11.7% | 3,927 | $2.2M |
| Diversified Enterprises, LLC | 0.17% | Reduce -44.7% | 3,901 | $2.2M |
| Curran Financial Partners, LLC | 0.49% | Reduce -1.7% | 3,899 | $2.2M |
| Cannon Financial Strategists, Inc. | 0.35% | No change | 3,895 | $2.2M |
| HTG Investment Advisors, Inc. | 0.82% | No change | 3,893 | $2.2M |
| Squarepoint Ops LLC | 0.00% | Reduce -45.0% | 3,892 | $2.2M |
| Roble, Belko & Company, Inc | 0.32% | Reduce -0.9% | 3,891 | $2.2M |
| Vigilare Wealth Management | 0.83% | Reduce -40.9% | 3,883 | $2.2M |
| Linscomb Wealth, Inc. | 0.10% | Reduce -1.9% | 3,879 | $2.2M |
| Bedel Financial Consulting, Inc. | 0.30% | Add +19.4% | 3,877 | $2.2M |
| Violich Capital Management, Inc. | 0.31% | Reduce -30.3% | 3,877 | $2.2M |
| Tocqueville Asset Management L.P. | 0.03% | Add +23.6% | 3,877 | $2.2M |
| Tennessee Valley Asset Management Partners | 0.56% | Add +1.0% | 3,875 | $2.2M |
| Tyler-Stone Wealth Management | 0.35% | Add +0.3% | 3,869 | $2.2M |
| Chilton Capital Management LLC | 0.08% | Reduce -6.2% | 3,862 | $2.2M |
| Segment Wealth Management, LLC | 0.14% | No change | 3,855 | $2.2M |
| Raab & Moskowitz Asset Management LLC | 0.52% | Add +8.0% | 3,849 | $2.2M |
| Alaethes Wealth, LLC | 0.65% | Add +5.6% | 3,826 | $2.2M |
| Perkins Coie Trust Co | 0.37% | Add +5.3% | 3,837 | $2.2M |
| Peoples Bank | 1.46% | Add +0.8% | 3,823 | $2.2M |
| Nixon Peabody Trust Co. | 0.17% | Add +452.5% | 3,812 | $2.2M |
| Drive Wealth Management, LLC | 0.47% | Reduce -0.4% | 3,781 | $2.2M |
| Fearless Solutions, LLC dba Best Invest | 1.51% | Add +2.1% | 3,792 | $2.2M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.02% | Add +0.5% | 3,787 | $2.2M |
| KKM Financial LLC | 0.75% | Add +0.7% | 3,783 | $2.1M |
| Optivise Advisory Services LLC | 1.10% | Add +9.9% | 3,776 | $2.1M |
| Eagle Global Advisors LLC | 0.09% | Add +124.1% | 3,774 | $2.1M |
| Enzi Wealth | 0.78% | Reduce -2.7% | 3,738 | $2.1M |
| Maripau Wealth Management LLC | 1.08% | Add +16.9% | 3,767 | $2.1M |
| Accelerate Investment Advisors LLC | 1.59% | Reduce -3.3% | 3,767 | $2.1M |
| Private Wealth Group, LLC | 1.14% | No change | 3,758 | $2.1M |
| Cooper Financial Group | 0.25% | Reduce -37.4% | 3,757 | $2.1M |
| Slagle Financial, LLC | 0.86% | Reduce -1.8% | 3,753 | $2.1M |
| Townsquare Capital LLC | 0.21% | Reduce -98.6% | 3,752 | $2.1M |
| Summit Financial Wealth Advisors, LLC | 0.38% | Add +679.3% | 3,725 | $2.1M |
| Vienna Asset Management LLC | 1.46% | New | 3,721 | $2.1M |
| Martel Wealth Advisors LLC | 0.39% | No change | 3,713 | $2.1M |
| Avantax Planning Partners, Inc. | 0.07% | Add +9.8% | 3,712 | $2.1M |
| PTM Wealth Management, LLC | 1.39% | Add +3.1% | 3,663 | $2.1M |
| Sims Investment Management, LLC | 0.85% | Reduce -2.1% | 3,709 | $2.1M |
| Aries Wealth Management | 0.55% | Reduce -11.3% | 3,707 | $2.1M |
| AXA S.A. | 0.01% | New | 3,700 | $2.1M |
| Summit X, LLC | 0.39% | Add +109.2% | 3,700 | $2.1M |
| WealthCollab, LLC | 1.18% | Reduce -5.1% | 3,698 | $2.1M |
| Von Berge Wealth Management Group, LLC | 1.18% | Add +3.3% | 3,625 | $2.1M |
| Valtinson Bruner Financial Planning LLC | 0.66% | Add +7.4% | 3,687 | $2.1M |
| Heritage Investment Group, Inc. | 0.36% | No change | 3,675 | $2.1M |
| Hengehold Capital Management LLC | 0.19% | Reduce -4.4% | 3,674 | $2.1M |
| CGN Advisors LLC | 0.19% | Add +141.1% | 3,667 | $2.1M |
| Advocacy Wealth Management, LLC | 0.13% | Reduce -69.2% | 3,661 | $2.1M |
| National Wealth Management Group, LLC | 1.16% | Add +149.2% | 3,650 | $2.1M |
| Passive Capital Management, LLC. | 0.64% | Add +3.0% | 3,649 | $2.1M |
| Oxbow Advisors, LLC | 0.23% | No change | 3,647 | $2.1M |
| Alterna Wealth Management, Inc. | 1.66% | Add +4.5% | 3,641 | $2.1M |
| Trueblood Wealth Management, LLC | 0.86% | Add +26.1% | 3,639 | $2.1M |
| Presper Financial Architects, LLC | 1.54% | — | 3,635 | $2.1M |
| Northstar Advisory Group, LLC | 1.01% | Reduce -1.0% | 3,633 | $2.1M |
| WealthShield Partners, LLC | 0.25% | Reduce -2.3% | 3,626 | $2.1M |
| Stonebridge Financial Group, LLC | 0.20% | Reduce -9.2% | 3,615 | $2.1M |
| Richardson Capital Management LLC | 1.07% | Add +44.1% | 3,598 | $2.0M |
| Cherrydale Wealth Management, LLC | 0.71% | Add +22.1% | 3,597 | $2.0M |
| First County Bank | 1.10% | Reduce -34.2% | 3,592 | $2.0M |
| Manuka Financial, LLC | 1.11% | Reduce -0.6% | 3,583 | $2.0M |
| Tradewinds Capital Management, LLC | 0.51% | Reduce -90.2% | 3,576 | $2.0M |
| Cornerstone Financial Group, LLC | 1.73% | Reduce -0.1% | 3,574 | $2.0M |
| Grandfield & Dodd, LLC | 0.12% | Reduce -3.4% | 3,569 | $2.0M |
| Baker Boyer National Bank | 0.70% | Reduce -10.8% | 3,563 | $2.0M |
| TCP Asset Management, LLC | 0.40% | Reduce -5.2% | 3,554 | $2.0M |
| Badgley Phelps Wealth Managers, LLC | 0.04% | Add +6.1% | 3,542 | $2.0M |
| Narus Financial Partners, LLC | 0.63% | Reduce -15.5% | 3,544 | $2.0M |
| Clarity Wealth Advisors, LLC | 0.50% | Add +26.5% | 3,538 | $2.0M |
| Diversified Portfolios, Inc. | 0.19% | Add +8.1% | 3,538 | $2.0M |
| Bragg Financial Advisors, Inc | 0.07% | Reduce -0.4% | 3,532 | $2.0M |
| Twin Peaks Wealth Advisors, LLC | 0.65% | Add +8.0% | 3,393 | $2.0M |
| WBH Advisory Inc. | 0.17% | Reduce -6.3% | 3,523 | $2.0M |
| Mezzasalma Advisors, LLC | 0.60% | Add +0.2% | 3,494 | $2.0M |
| Bensler, LLC | 0.22% | Reduce -1.9% | 3,487 | $2.0M |
| Wealth Effects LLC | 0.74% | Add +4.2% | 3,484 | $2.0M |
| Chesley Taft & Associates LLC | 0.09% | Add +16.5% | 3,481 | $2.0M |
| Verus Capital Partners, LLC | 0.18% | Reduce -7.5% | 3,463 | $2.0M |
| Evelyn Partners Investment Management (Europe) Ltd | 0.71% | No change | 3,463 | $2.0M |
| Core Wealth Partners LLC | 1.00% | Reduce -3.3% | 3,462 | $2.0M |
| Shade Tree Advisors LLC | 1.71% | Add +10.0% | 3,451 | $2.0M |
| Ascent Wealth Partners, LLC | 0.24% | Reduce -19.7% | 3,448 | $2.0M |
| Johnson Financial Group, Inc. | 0.09% | Add +25.0% | 3,424 | $2.0M |
| Trivium Point Advisory, LLC | 0.21% | Reduce -9.8% | 3,434 | $2.0M |
| Donaldson Capital Management, LLC | 0.07% | Reduce -6.8% | 3,432 | $1.9M |
| Pacific Capital Wealth Advisors, Inc. | 0.36% | Add +5.6% | 3,414 | $1.9M |
| Meridian Wealth Partners, LLC | 0.28% | Add +0.1% | 3,425 | $1.9M |
| Peak Planning Group, LLC | 1.24% | Add +7.6% | 3,413 | $1.9M |
| MSH Capital Advisors LLC | 0.56% | Add +0.9% | 3,405 | $1.9M |
| LJI Wealth Management, LLC | 0.34% | Add +8.0% | 3,404 | $1.9M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.67% | Add +0.3% | 3,393 | $1.9M |
| Latitude Advisors, LLC | 0.97% | Add +21.8% | 3,397 | $1.9M |
| TFR Capital, LLC. | 0.70% | Add +15.8% | 3,392 | $1.9M |
| PBMares Wealth Management LLC | 0.35% | Reduce -8.0% | 3,391 | $1.9M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.38% | Reduce -1.3% | 3,388 | $1.9M |
| Boyce & Associates Wealth Consulting, Inc. | 1.76% | Add +123.1% | 3,608 | $1.9M |
| Hanson & Doremus Investment Management | 0.26% | Add +0.2% | 3,377 | $1.9M |
| Martin Worley Group | 0.94% | Add +15.7% | 3,369 | $1.9M |
| Meridian Wealth Advisors, LLC | 0.30% | Add +13.0% | 3,368 | $1.9M |
| Cheviot Value Management, LLC | 0.22% | Add +13.9% | 3,262 | $1.9M |
| Rossby Financial, LCC | 0.72% | Add +0.5% | 3,355 | $1.9M |
| Tamar Securities, LLC | 0.23% | Add +11.4% | 3,349 | $1.9M |
| Meridian Investment Counsel Inc. | 0.52% | Add +0.6% | 3,345 | $1.9M |
| Aspen Wealth Management LLC | 0.47% | No change | 3,337 | $1.9M |
| McCarter Private Wealth Services LLC | 1.08% | Reduce -0.5% | 3,336 | $1.9M |
| Indiana Trust & Investment Management Co | 0.63% | Reduce -0.3% | 3,333 | $1.9M |
| Leelyn Smith, LLC | 0.31% | No change | 3,318 | $1.9M |
| Retirement Financial Solutions, LLC | 0.66% | Reduce -0.0% | 3,316 | $1.9M |
| Granite FO LLC | 1.07% | No change | 3,315 | $1.9M |
| Capital Asset Advisory Services LLC | 0.09% | Reduce -1.0% | 3,315 | $1.9M |
| Frank, Rimerman Advisors LLC | 0.13% | No change | 3,312 | $1.9M |
| Alpha Financial Partners LLC | 1.35% | Add +99.3% | 3,306 | $1.9M |
| WealthTrak Capital Management LLC | 1.57% | Add +0.7% | 3,298 | $1.9M |
| Ellis Investment Partners, LLC | 0.36% | Add +6.4% | 3,298 | $1.9M |
| Virtus Wealth Solutions LLC | 0.39% | Add +11.5% | 3,294 | $1.9M |
| WESCAP Management Group, Inc. | 0.43% | Reduce -41.9% | 3,291 | $1.9M |
| Weinberger Asset Management, Inc | 0.72% | Add +6.5% | 3,291 | $1.9M |
| New Wave Wealth Advisors LLC | 0.79% | Add +9.0% | 3,291 | $1.9M |
| Investment Advisory Services Inc. /TX | 0.62% | Reduce -2.5% | 3,289 | $1.9M |
| Confluence Wealth Services, Inc. | 0.10% | Reduce -0.5% | 3,288 | $1.9M |
| Novare Capital Management LLC | 0.15% | No change | 3,286 | $1.9M |
| Spinnaker Trust | 0.11% | Add +3.0% | 3,278 | $1.9M |
| Madison Park Capital Advisors, LLC | 1.57% | Add +8.9% | 3,275 | $1.9M |
| Compass Ion Advisors, LLC | 0.20% | Add +18.6% | 3,262 | $1.9M |
| HFG Advisors, Inc. | 1.46% | Add +9.0% | 3,253 | $1.8M |
| Horizon Kinetics Asset Management LLC | 0.02% | Add +1.9% | 3,247 | $1.8M |
| Citizens National Bank Trust Department | 0.37% | Add +46.3% | 3,240 | $1.8M |
| Zions Bancorporation, National Association | 0.10% | No change | 3,228 | $1.8M |
| Hantz Financial Services, Inc. | 0.03% | Add +142.9% | 3,226 | $1.8M |
| Northwest Wealth Management, LLC | 0.33% | Add +6.5% | 3,220 | $1.8M |
| Asset Advisors Investment Management, LLC | 0.18% | Reduce -0.7% | 3,220 | $1.8M |
| Lavaca Capital LLC | 0.74% | Reduce -31.7% | 3,207 | $1.8M |
| Baker Avenue Asset Management, LP | 0.05% | Reduce -36.8% | 3,205 | $1.8M |
| Paladin Advisory Group, LLC | 1.39% | Reduce -6.4% | 3,205 | $1.8M |
| Towne Trust Company, N.A | 0.64% | Add +14.0% | 3,203 | $1.8M |
| Washington Trust Bank | 0.15% | Reduce -3.5% | 3,202 | $1.8M |
| MontVue Capital Management, Inc. | 1.29% | Add +0.2% | 3,201 | $1.8M |
| Wealth Management Resources, Inc. | 0.62% | Reduce -22.3% | 3,200 | $1.8M |
| Clearview Wealth Advisors LLC | 1.26% | Reduce -0.4% | 3,188 | $1.8M |
| Fayez Sarofim & Co | 0.00% | No change | 3,187 | $1.8M |
| Integrity Financial Corp | 0.92% | Reduce -52.0% | 3,177 | $1.8M |
| Fortress Wealth Management, Inc. | 0.87% | No change | 3,174 | $1.8M |
| Teamwork Financial Advisors, LLC | 0.22% | Reduce -3.2% | 3,170 | $1.8M |
| Blake Schutter Theil Wealth Advisors, LLC | 2.03% | Reduce -1.0% | 3,151 | $1.8M |
| Falcon Wealth Planning | 0.18% | Add +2.3% | 3,147 | $1.8M |
| Welch & Forbes LLC | 0.02% | Reduce -45.6% | 3,139 | $1.8M |
| Professional Advisory Services Inc. | 0.22% | Add +2.7% | 3,135 | $1.8M |
| Fiduciary Financial Group, LLC | 0.32% | Add +4.8% | 3,132 | $1.8M |
| IPG Investment Advisors LLC | 0.34% | Add +13.0% | 3,102 | $1.8M |
| Wolff Wiese Magana LLC | 1.09% | Add +14.0% | 3,108 | $1.8M |
| Horan Securities, Inc. | 0.62% | Add +1.6% | 3,106 | $1.8M |
| Ruedi Wealth Management, Inc. | 0.52% | Add +0.1% | 3,101 | $1.8M |
| Destiny Wealth Partners, LLC | 0.24% | Add +0.0% | 3,095 | $1.8M |
| Ames National Corp. | 1.14% | Add +3.7% | 3,091 | $1.8M |
| River Wealth Advisors LLC | 0.22% | Reduce -1.5% | 3,090 | $1.8M |
| Alesco Advisors, LLC, An ESL Co | 0.05% | Reduce -5.1% | 3,080 | $1.7M |
| Maridea Wealth Management LLC | 0.45% | Reduce -45.6% | 3,067 | $1.7M |
| Apriem Advisors | 0.18% | Reduce -1.7% | 3,051 | $1.7M |
| William Mack & Associates, Inc. | 1.10% | New | 3,050 | $1.7M |
| Morris Financial Concepts, Inc. | 0.69% | Add +2830.8% | 3,048 | $1.7M |
| Greystone Financial Group, LLC | 0.28% | Add +36.6% | 3,037 | $1.7M |
| Horizon Family Wealth, Inc. | 1.05% | No change | 3,024 | $1.7M |
| Bonfire Financial | 1.41% | Add +10.6% | 3,014 | $1.7M |
| Hassell Wealth Management, LLC | 0.63% | Reduce -7.9% | 2,944 | $1.7M |
| Kane Investment Management, Inc. | 0.90% | Reduce -5.5% | 3,019 | $1.7M |
| Lifeworks Advisors, LLC | 0.26% | Add +237.1% | 3,014 | $1.7M |
| Roger Wittlin Investment Advisory, LLC | 0.95% | Reduce -9.9% | 3,005 | $1.7M |
| Advus Financial Partners, LLC | 0.44% | Reduce -13.9% | 3,003 | $1.7M |
| Princeton Global Asset Management LLC | 0.31% | Add +24.9% | 3,003 | $1.7M |
| Darrow Company, Inc. | 0.86% | No change | 3,003 | $1.7M |
| KMT Wealth Management, LLC | 1.00% | Reduce -57.8% | 2,996 | $1.7M |
| Premier Path Wealth Partners, LLC | 0.24% | Reduce -0.6% | 2,990 | $1.7M |
| Mullaney, Keating & Wright, Inc. | 1.11% | Add +2.9% | 2,971 | $1.7M |
| Portside Wealth Group, LLC | 0.25% | Add +3.8% | 2,967 | $1.7M |
| Occidental Asset Management, LLC | 0.23% | Reduce -10.2% | 2,964 | $1.7M |
| NDVR, Inc. | 1.57% | Reduce -1.6% | 2,948 | $1.7M |
| Integrated Capital Management, LLC | 0.80% | Reduce -8.8% | 2,888 | $1.7M |
| Foster Group, Inc. | 0.06% | Add +24.8% | 2,929 | $1.7M |
| Stonebridge Financial Planning Group, LLC | 0.69% | Reduce -2.2% | 2,914 | $1.7M |
| Van Cleef Asset Management,Inc | 0.18% | Add +0.1% | 2,913 | $1.7M |
| Pacific Center for Financial Services | 0.45% | Add +4.5% | 2,912 | $1.7M |
| Valley Forge Investment Consultants Inc. Adv | 0.53% | No change | 2,906 | $1.7M |
| CFC Planning Co LLC | 1.59% | Add +11.4% | 2,902 | $1.6M |
| Old North State Wealth Management, LLC | 0.86% | Add +169.4% | 2,893 | $1.6M |
| Gradient Investments LLC | 0.03% | Add +30.6% | 2,895 | $1.6M |
| Watts Gwilliam & Co., LLC | 0.27% | Reduce -4.6% | 2,700 | $1.6M |
| Resolute Wealth Strategies, LLC | 0.88% | Add +488.8% | 2,885 | $1.6M |
| Elevate Capital Advisors, LLC | 1.31% | Reduce -59.3% | 2,883 | $1.6M |
| Willis Johnson & Associates, Inc. | 0.11% | Reduce -1.8% | 2,881 | $1.6M |
| Invst, LLC | 0.20% | Add +37.3% | 2,879 | $1.6M |
| Libra Wealth LLC | 0.53% | Add +0.7% | 2,870 | $1.6M |
| Grange Capital, LLC | 1.70% | Reduce -23.0% | 2,861 | $1.6M |
| Cassaday & Co Wealth Management LLC | 0.04% | Reduce -39.2% | 2,860 | $1.6M |
| HMS Capital Management, LLC | 0.73% | Reduce -9.0% | 2,854 | $1.6M |
| Concord Asset Management, LLC | 0.24% | New | 2,847 | $1.6M |
| Concord Wealth Partners | 0.24% | Add +179.9% | 2,847 | $1.6M |
| Hamilton Point Investment Advisors, LLC | 0.27% | Reduce -0.7% | 2,835 | $1.6M |
| Smith Salley Wealth Management | 0.09% | Add +7.3% | 2,834 | $1.6M |
| BXM Wealth LLC | 1.91% | Add +13.2% | 2,831 | $1.6M |
| Peterson Wealth Advisors, LLC | 0.27% | Add +3.0% | 2,828 | $1.6M |
| Tillman Hartley LLC | 0.45% | Add +109.6% | 2,823 | $1.6M |
| Thomist Capital Management, LP | 0.96% | New | 2,812 | $1.6M |
| Levin Capital Strategies, L.P. | 0.16% | Reduce -0.6% | 2,804 | $1.6M |
| 1ST Source Bank | 0.09% | Add +0.3% | 2,799 | $1.6M |
| Awm Capital, LLC | 0.17% | Reduce -16.3% | 2,789 | $1.6M |
| Cambria Investment Management, L.P. | 0.11% | New | 2,798 | $1.6M |
| Arkfeld Wealth Strategies, L.L.C. | 0.63% | Reduce -1.1% | 2,784 | $1.6M |
| Kooman & Associates | 0.54% | Add +0.0% | 2,794 | $1.6M |
| Sittner & Nelson, LLC | 0.64% | Add +24.3% | 2,790 | $1.6M |
| Enterprise Bank & Trust Co | 0.59% | Reduce -2.5% | 2,789 | $1.6M |
| Capstone Financial Advisors, Inc. | 0.09% | Add +20.6% | 2,781 | $1.6M |
| Procyon Advisors, LLC | 0.15% | Reduce -43.1% | 2,777 | $1.6M |
| Inman Jager Wealth Management, LLC | 1.07% | Reduce -0.1% | 2,775 | $1.6M |
| NorthCrest Asset Manangement, LLC | 0.04% | Add +1.4% | 2,733 | $1.6M |
| Cascade Financial Partners, LLC | 0.19% | Reduce -8.2% | 2,750 | $1.6M |
| Schiavi & Co LLC | 0.53% | No change | 2,749 | $1.6M |
| Corundum Group, Inc. | 0.69% | Add +6.1% | 2,748 | $1.6M |
| Riverview Trust Co | 1.95% | No change | 2,740 | $1.6M |
| Bourgeon Capital Management LLC | 0.31% | No change | 2,739 | $1.6M |
| Marietta Investment Partners LLC | 0.34% | No change | 2,738 | $1.6M |
| BFI Infinity Ltd. | 1.30% | Add +60.4% | 2,734 | $1.6M |
| BetterWealth, LLC | 0.40% | No change | 2,730 | $1.6M |
| Strategic Financial Partners, Ltd. | 0.72% | Reduce -1.7% | 2,723 | $1.5M |
| OneAscent Wealth Management LLC | 0.57% | Reduce -12.9% | 2,722 | $1.5M |
| Cyndeo Wealth Partners, LLC | 0.09% | Add +11.6% | 2,722 | $1.5M |
| Bulltick Wealth Management, LLC | 0.38% | Reduce -60.3% | 2,705 | $1.5M |
| Amplius Wealth Advisors, LLC | 0.14% | Add +27.7% | 2,712 | $1.5M |
| RiverFront Investment Group, LLC | 0.03% | Reduce -3.0% | 2,711 | $1.5M |
| Verisail Partners, LLC | 0.65% | Reduce -0.4% | 2,701 | $1.5M |
| Private Wealth Partners, LLC | 0.12% | Add +0.9% | 2,700 | $1.5M |
| Advisors Preferred, LLC | 0.25% | Reduce -6.9% | 2,700 | $1.5M |
| Willow Creek Wealth Management Inc. | 0.14% | Add +85.5% | 2,691 | $1.5M |
| Man Group plc | 0.00% | New | 2,682 | $1.5M |
| Ellevest, Inc. | 0.24% | Add +23.0% | 2,680 | $1.5M |
| Chemistry Wealth Management LLC | 0.33% | Add +0.2% | 2,679 | $1.5M |
| Oarsman Capital, Inc. | 0.24% | Reduce -20.4% | 2,667 | $1.5M |
| HHM Wealth Advisors, LLC | 0.18% | Reduce -1.5% | 2,667 | $1.5M |
| Harmony Asset Management LLC | 0.56% | Add +4.2% | 2,656 | $1.5M |
| Burke & Herbert Bank & Trust Co. | 0.34% | Reduce -30.5% | 2,644 | $1.5M |
| LGL Partners, LLC | 0.66% | Add +42.3% | 2,572 | $1.5M |
| Madrona Financial Services, LLC | 0.36% | Add +5.2% | 2,629 | $1.5M |
| Independence Financial Advisors, LLC | 0.58% | No change | 2,624 | $1.5M |
| Cibc World Markets Corp. | 0.01% | Add +0.3% | 2,622 | $1.5M |
| King Wealth Management Group | 0.20% | Add +27.5% | 2,618 | $1.5M |
| BHK Investment Advisors, LLC | 0.58% | No change | 2,617 | $1.5M |
| Madison Wealth Partners, Inc | 0.32% | Add +17.5% | 2,609 | $1.5M |
| Wingate Wealth Advisors, Inc. | 1.32% | Add +5.0% | 2,606 | $1.5M |
| New Republic Capital, LLC | 0.52% | Add +6.2% | 2,590 | $1.5M |
| EagleClaw Capital Managment, LLC | 0.22% | No change | 2,592 | $1.5M |
| Claris Financial LLC | 1.11% | Add +0.1% | 2,592 | $1.5M |
| Family Manage LLC | 0.22% | Add +27.1% | 2,591 | $1.5M |
| Accurate Wealth Management, LLC | 0.22% | Add +75.7% | 2,553 | $1.5M |
| Cape Cod Five Cents Savings Bank | 0.13% | No change | 2,778 | $1.5M |
| BlackDiamond Wealth Management, LLC | 0.84% | No change | 2,578 | $1.5M |
| M.E. Allison & Co., Inc. | 1.18% | Add +136.1% | 2,576 | $1.5M |
| Ibex Wealth Advisors | 0.16% | New | 2,573 | $1.5M |
| Compton Wealth Advisory Group, LLC | 0.37% | Add +41.5% | 2,558 | $1.5M |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.67% | Add +0.2% | 2,557 | $1.5M |
| Trustmark Bank Trust Department | 0.10% | Reduce -18.1% | 2,557 | $1.5M |
| Orcam Financial Group | 1.26% | Reduce -10.1% | 2,555 | $1.5M |
| Invesco Ltd. | 0.00% | Reduce -0.7% | 2,547 | $1.4M |
| Level Wealth Management LLC | 0.84% | Reduce -0.3% | 2,541 | $1.4M |
| Midwest Heritage Bank, FSB | 0.54% | Add +4.4% | 2,530 | $1.4M |
| Miller Investment Management, LP | 0.15% | No change | 2,529 | $1.4M |
| Jim Saulnier & Associates, LLC | 0.98% | Add +0.0% | 2,524 | $1.4M |
| TFC Financial Management, Inc. | 0.20% | Add +11.8% | 2,521 | $1.4M |
| Beck Mack & Oliver LLC | 0.03% | No change | 2,505 | $1.4M |
| Adamsbrown Wealth Consultants LLC | 0.41% | Reduce -4.3% | 2,502 | $1.4M |
| Geometric Wealth Advisors | 0.21% | Add +0.8% | 2,497 | $1.4M |
| Capstone Wealth Management Group LLC | 1.03% | Reduce -10.4% | 2,496 | $1.4M |
| Summit Place Financial Advisors, LLC | 0.71% | Add +0.4% | 2,490 | $1.4M |
| Valley Financial Group, Inc. | 0.86% | Reduce -4.7% | 2,490 | $1.4M |
| Gallagher Fiduciary Advisors, LLC | 0.05% | Reduce -6.0% | 2,482 | $1.4M |
| Coastal Bridge Advisors, LLC | 0.12% | Add +6.6% | 2,479 | $1.4M |
| City State Bank | 0.44% | Add +21.1% | 2,468 | $1.4M |
| Magnolia Private Wealth, LLC | 1.09% | Reduce -5.5% | 2,466 | $1.4M |
| Sandhill Capital Partners LLC | 0.10% | Add +12.5% | 2,462 | $1.4M |
| Garden State Investment Advisory Services LLC | 0.38% | Add +0.7% | 2,455 | $1.4M |
| Smith Thornton Advisors LLC | 0.80% | No change | 2,457 | $1.4M |
| MADDEN SECURITIES Corp | 0.48% | Reduce -0.4% | 2,457 | $1.4M |
| Dimension Capital Management LLC | 0.22% | Add +57.0% | 2,457 | $1.4M |
| Evolution Advisers, Inc. | 0.68% | Reduce -3.5% | 2,448 | $1.4M |
| Sather Financial Group Inc | 0.08% | Reduce -0.9% | 2,454 | $1.4M |
| Obsidian Personal Planning Solutions LLC | 0.56% | Add +58.3% | 2,453 | $1.4M |
| Sightline Wealth Advisors, LLC | 0.67% | Reduce -25.9% | 2,449 | $1.4M |
| Hamilton Capital, LLC | 0.08% | Add +16.9% | 2,444 | $1.4M |
| Round Rock Advisors LLC | 0.24% | Reduce -13.8% | 2,441 | $1.4M |
| Cahill Financial Advisors Inc. | 0.17% | Add +0.8% | 2,435 | $1.4M |
| Kaizen Financial Strategies | 0.71% | Add +1.2% | 2,435 | $1.4M |
| Rockingstone Advisors LLC | 0.72% | Reduce -1.4% | 2,426 | $1.4M |
| Zevin Asset Management LLC | 0.20% | No change | 2,424 | $1.4M |
| Herbst Group, LLC | 0.82% | Add +24.1% | 2,420 | $1.4M |
| Atlantic Edge Private Wealth Management, LLC | 0.38% | Add +39.7% | 2,416 | $1.4M |
| Wealthquest Corp | 0.11% | Reduce -2.0% | 2,416 | $1.4M |
| BG Investment Services, LLC | 1.71% | Add +1.9% | 2,414 | $1.4M |
| Jupiter Wealth Management LLC | 0.69% | No change | 2,312 | $1.4M |
| Pacific Asset Management, LLC | 1.10% | Add +2.7% | 2,410 | $1.4M |
| Glen Eagle Advisors, LLC | 0.21% | Add +11.4% | 2,409 | $1.4M |
| LPWM LLC | 0.40% | Add +0.3% | 2,408 | $1.4M |
| Forthright Family Wealth Advisory LLC | 0.86% | Reduce -33.7% | 2,395 | $1.4M |
| RB Capital Management, LLC | 0.32% | Reduce -0.4% | 2,395 | $1.4M |
| Elite Financial, Inc. | 0.67% | Reduce -3.1% | 2,345 | $1.4M |
| Chapman Financial Group, LLC | 1.15% | — | 2,393 | $1.4M |
| Planning Directions Inc. | 0.76% | Reduce -43.4% | 2,392 | $1.4M |
| MV Capital Management, Inc. | 0.14% | Reduce -14.7% | 2,392 | $1.4M |
| V2 Financial group LLC | 0.82% | Reduce -2.6% | 2,386 | $1.4M |
| Silverlake Wealth Management LLC | 0.40% | Add +36.7% | 2,378 | $1.4M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.29% | Add +1.0% | 2,369 | $1.3M |
| Select Asset Management & Trust | 0.46% | Reduce -1.7% | 2,363 | $1.3M |
| Chapin Davis, Inc. | 0.37% | Add +0.0% | 2,363 | $1.3M |
| Snider Financial Group | 0.39% | Add +0.4% | 2,355 | $1.3M |
| Partners Wealth Management, LLC | 1.52% | No change | 2,588 | $1.3M |
| Great Diamond Partners, LLC | 0.28% | New | 2,350 | $1.3M |
| Parr McKnight Wealth Management Group, LLC | 0.18% | Add +10.7% | 2,348 | $1.3M |
| Mystic Asset Management, Inc. | 0.32% | Add +2.0% | 2,337 | $1.3M |
| Total Investment Management Inc. | 0.19% | Add +13.4% | 2,333 | $1.3M |
| Anfield Capital Management, LLC | 0.44% | Add +1.8% | 2,333 | $1.3M |
| Cross Staff Investments Inc | 0.98% | No change | 2,320 | $1.3M |
| Rakuten Securities, Inc. | 0.52% | Reduce -27.6% | 2,320 | $1.3M |
| Eagle Bay Advisors LLC | 1.09% | Reduce -3.9% | 2,307 | $1.3M |
| Klingenstein Fields & Co. LP | 0.05% | No change | 2,308 | $1.3M |
| Meridian Management Co. | 0.36% | No change | 2,251 | $1.3M |
| Sierra Ocean, LLC | 0.94% | Reduce -5.5% | 2,299 | $1.3M |
| Heritage Wealth Management, Inc. | 0.98% | Reduce -24.7% | 2,285 | $1.3M |
| Catalyst Private Wealth, LLC | 0.58% | Add +13.8% | 2,285 | $1.3M |
| Clear Point Advisors Inc. | 1.09% | Add +9.2% | 2,283 | $1.3M |
| TLWM | 0.24% | Add +10.9% | 2,269 | $1.3M |
| Rovin Capital /Ut/ | 0.39% | Reduce -1.6% | 2,267 | $1.3M |
| PKS Advisory Services, LLC | 0.32% | Add +44.3% | 2,301 | $1.3M |
| Parcion Private Wealth LLC | 0.09% | No change | 2,266 | $1.3M |
| Peterson Wealth Services | 0.35% | Add +1.2% | 2,266 | $1.3M |
| Wimmer Associates 1, LLC | 0.66% | Add +4.2% | 2,263 | $1.3M |
| Alkeme Wealth, LLC | 0.57% | Add +1.8% | 2,263 | $1.3M |
| Silicon Valley Capital Partners | 0.13% | Add +3.3% | 2,260 | $1.3M |
| Synergy Asset Management, LLC | 0.15% | Add +46.4% | 2,252 | $1.3M |
| KCM Investment Advisors LLC | 0.04% | Add +15.3% | 2,246 | $1.3M |
| McGuire Investment Group, LLC | 0.16% | Reduce -4.3% | 2,243 | $1.3M |
| Mustard Seed Financial, LLC | 0.91% | Reduce -7.7% | 2,232 | $1.3M |
| FRG Family Wealth Advisors LLC | 0.22% | Add +0.5% | 2,232 | $1.3M |
| Capital Square, LLC | 0.68% | Add +1.3% | 2,211 | $1.3M |
| Maple Capital Management, Inc. | 0.09% | Reduce -3.0% | 2,231 | $1.3M |
| GAMCO Investors | 0.01% | New | 2,227 | $1.3M |
| Creekmur Asset Management LLC | 0.22% | Add +15.8% | 2,226 | $1.3M |
| DecisionPoint Financial, LLC | 0.32% | Add +4.2% | 2,226 | $1.3M |
| Compass Financial Services Inc | 0.61% | No change | 2,223 | $1.3M |
| PVG Asset Management Corp. | 4.29% | Reduce -0.2% | 2,219 | $1.3M |
| Gill Capital Partners, LLC | 0.40% | Add +2.5% | 2,216 | $1.3M |
| Smallwood Wealth Investment Management, LLC | 0.72% | No change | 2,209 | $1.3M |
| Stonekeep Investments, LLC | 0.84% | Add +3.4% | 2,206 | $1.3M |
| WealthPlan Investment Management, LLC | 0.09% | New | 2,205 | $1.3M |
| Fairman Group, LLC | 1.03% | Add +9.6% | 2,199 | $1.3M |
| Rezny Wealth Management, Inc. | 0.31% | No change | 2,204 | $1.3M |
| Wealth Management Nebraska | 0.17% | Add +15.3% | 2,207 | $1.3M |
| CapWealth Advisors, LLC | 0.12% | Reduce -1.0% | 2,197 | $1.2M |
| Retirement Solution LLC | 0.32% | Add +34.3% | 2,191 | $1.2M |
| Cresta Advisors, Ltd. | 0.60% | No change | 2,185 | $1.2M |
| Bernardo Wealth Planning LLC | 0.27% | No change | 2,184 | $1.2M |
| Cullen Investment Group, LTD. | 0.17% | Add +11.8% | 2,180 | $1.2M |
| Allium Financial Advisors, LLC | 1.08% | Add +0.6% | 2,177 | $1.2M |
| Hill Investment Group Partners, LLC | 0.16% | New | 2,170 | $1.2M |
| Melone Private Wealth, LLC | 0.63% | Reduce -2.5% | 2,174 | $1.2M |
| Hershey Financial Advisers, LLC | 1.10% | — | 2,168 | $1.2M |
| Blue Chip Partners, LLC | 0.10% | New | 2,167 | $1.2M |
| Petredis Investment Advisors LLC | 0.11% | New | 2,166 | $1.2M |
| Colonial Trust Advisors | 0.10% | No change | 2,158 | $1.2M |
| FSA Advisors, Inc. | 1.00% | Reduce -87.2% | 2,156 | $1.2M |
| Inscription Capital, LLC | 0.18% | Reduce -44.1% | 2,153 | $1.2M |
| MOKAN Wealth Management Inc. | 0.68% | Add +17.2% | 2,149 | $1.2M |
| New Hampshire Trust | 0.26% | Add +39.8% | 2,149 | $1.2M |
| Farmers National Bank | 0.32% | Add +5.8% | 2,148 | $1.2M |
| Kelman-Lazarov, Inc. | 0.20% | Add +58.9% | 2,147 | $1.2M |
| FLC Capital Advisors | 0.25% | Add +6.2% | 2,145 | $1.2M |
| Kieckhefer Group LLC | 0.66% | Add +47.7% | 2,143 | $1.2M |
| Victory Capital Management Inc. | 0.00% | Reduce -98.5% | 2,143 | $1.2M |
| RVW Wealth, LLC | 0.10% | Add +20.0% | 2,136 | $1.2M |
| Walker Asset Management, LLC | 0.70% | Add +25.5% | 2,132 | $1.2M |
| Creekside Partners | 0.57% | Add +14.7% | 2,126 | $1.2M |
| SlateStone Wealth, LLC | 0.11% | Reduce -8.7% | 2,118 | $1.2M |
| Vista Investment Partners LLC | 0.35% | New | 2,115 | $1.2M |
| Asset Allocation Strategies LLC | 0.27% | Add +4.0% | 2,112 | $1.2M |
| Alteri Wealth LLC | 0.46% | Reduce -4.7% | 2,106 | $1.2M |
| Strata Wealth Advisors, LLC | 0.33% | Add +4.9% | 2,105 | $1.2M |
| Group One Trading LLC | 0.04% | Reduce -42.1% | 2,103 | $1.2M |
| Thomasville National Bank | 0.08% | Reduce -1.4% | 2,101 | $1.2M |
| Smart Money Group LLC | 0.37% | Add +10.3% | 2,098 | $1.2M |
| Keystone Financial Services, LLC | 0.90% | Add +1.0% | 2,096 | $1.2M |
| IAG Wealth Partners, LLC | 0.16% | No change | 2,094 | $1.2M |
| Juncture Wealth Strategies, LLC | 0.42% | Reduce -1.2% | 2,093 | $1.2M |
| MSA Advisors, LLC | 0.30% | No change | 2,093 | $1.2M |
| Oakwell Private Wealth Management, LLC | 0.27% | Add +13.2% | 2,082 | $1.2M |
| Edgemoor Investment Advisors, Inc. | 0.10% | No change | 2,078 | $1.2M |
| AIFG Consultants Ltd. | 2.30% | Reduce -4.8% | 2,077 | $1.2M |
| Glaxis Capital Management, LLC | 1.57% | No change | 2,073 | $1.2M |
| Moneco Advisors, LLC | 0.11% | Reduce -3.7% | 2,070 | $1.2M |
| Park Place Capital Corp | 0.27% | Add +1.0% | 2,069 | $1.2M |
| GatePass Capital, LLC | 0.79% | Add +0.5% | 2,067 | $1.2M |
| Warther Private Wealth, LLC | 0.31% | Add +7.4% | 2,064 | $1.2M |
| Tandem Investment Partners LLC | 1.02% | New | 2,058 | $1.2M |
| Baxter Bros Inc. | 0.14% | New | 2,056 | $1.2M |
| Up Strategic Wealth Investment Advisors LLC | 0.91% | No change | 2,054 | $1.2M |
| Beck Capital Management, LLC | 0.29% | Add +2.7% | 2,051 | $1.2M |
| GEM Asset Management, LLC | 0.59% | Add +0.2% | 2,036 | $1.2M |
| SFG Wealth Management, LLC. | 0.70% | Reduce -3.2% | 2,038 | $1.2M |
| Fairview Capital Investment Management, LLC | 0.06% | Add +0.5% | 2,034 | $1.2M |
| Ameliora Wealth Management Ltd. | 0.41% | Add +12.3% | 2,030 | $1.2M |
| Olistico Wealth, LLC | 0.64% | Reduce -11.5% | 2,026 | $1.2M |
| Argonautica Private Wealth Management, Inc. | 0.36% | Add +1.8% | 2,025 | $1.2M |
| Acas, LLC | 0.77% | Reduce -1.2% | 1,928 | $1.1M |
| Baron Wealth Management LLC | 0.40% | Add +0.2% | 2,010 | $1.1M |
| Birch Hill Investment Advisors LLC | 0.05% | Reduce -2.4% | 2,006 | $1.1M |
| Kanawha Capital Management LLC | 0.08% | No change | 2,004 | $1.1M |
| Foguth Wealth Management, LLC. | 0.24% | Add +7.8% | 2,004 | $1.1M |
| GAMMA Investing LLC | 0.07% | Add +21.2% | 2,003 | $1.1M |
| HM Payson & Co. | 0.02% | Reduce -16.0% | 1,996 | $1.1M |
| Brand Asset Management Group, Inc. | 0.42% | Reduce -21.2% | 1,996 | $1.1M |
| NTV Asset Management LLC | 0.14% | Add +17.4% | 1,991 | $1.1M |
| Fingerlakes Wealth Management, Inc. | 0.84% | Add +31.4% | 1,990 | $1.1M |
| Vontobel Holding Ltd. | 0.00% | Add +142.4% | 1,988 | $1.1M |
| 4WEALTH Advisors, Inc. | 1.17% | Add +18.8% | 1,986 | $1.1M |
| VERITY Wealth Advisors | 0.76% | No change | 1,985 | $1.1M |
| Duncker Streett & Co. Inc. | 0.21% | Add +5.3% | 1,984 | $1.1M |
| Trifecta Capital Advisors, LLC | 0.19% | Add +43.2% | 1,982 | $1.1M |
| Goelzer Investment Management, Inc. | 0.06% | Add +14.8% | 1,981 | $1.1M |
| Beacon Financial Advisory LLC | 0.29% | Reduce -15.8% | 1,976 | $1.1M |
| Allred Capital Management, LLC | 0.42% | Add +7.4% | 1,970 | $1.1M |
| Westwood Holdings Group Inc. | 0.01% | Reduce -5.3% | 1,969 | $1.1M |
| Wulff, Hansen & Co. | 0.96% | New | 1,966 | $1.1M |
| Refined Wealth Management | 0.76% | Add +0.1% | 1,959 | $1.1M |
| Wilkins Miller Wealth Management, LLC | 0.76% | Add +29.7% | 1,957 | $1.1M |
| New Age Alpha Advisors, LLC | 0.05% | Add +40.0% | 1,953 | $1.1M |
| Sensible Money, LLC | 0.42% | Reduce -30.5% | 1,952 | $1.1M |
| Toth Financial Advisory Corp. | 0.13% | Reduce -5.9% | 1,949 | $1.1M |
| Lynx Investment Advisory | 0.72% | No change | 1,949 | $1.1M |
| Cura Wealth Advisors, LLC | 0.51% | Add +15.8% | 1,946 | $1.1M |
| Motive Wealth Advisors | 0.50% | New | 1,944 | $1.1M |
| 49 Wealth Management, LLC | 0.12% | Add +3.9% | 1,941 | $1.1M |
| Adell Harriman & Carpenter Inc. | 0.07% | Add +50.0% | 1,940 | $1.1M |
| Plum Street Advisors, LLC | 0.49% | Add +1.7% | 1,937 | $1.1M |
| Fortune Financial Advisors, LLC | 0.88% | Reduce -3.2% | 1,932 | $1.1M |
| Avenir Corp. | 0.11% | No change | 1,930 | $1.1M |
| Broadleaf Partners, LLC | 0.24% | Reduce -16.4% | 1,924 | $1.1M |
| RPS Advisory Solutions LLC | 0.60% | Add +29.6% | 1,923 | $1.1M |
| Sherwood Financial Partners, LLC | 1.00% | Add +0.3% | 1,922 | $1.1M |
| Morling Financial Advisors, LLC | 0.36% | No change | 1,921 | $1.1M |
| Morey & Quinn Wealth Partners, LLC | 0.87% | Add +6.7% | 1,921 | $1.1M |
| Mfa Wealth Advisors, LLC | 0.26% | Add +56.4% | 1,918 | $1.1M |
| Independent Advisor Alliance | 0.03% | New | 1,917 | $1.1M |
| Resources Management Corp. /CT/ | 0.15% | Add +3.4% | 1,915 | $1.1M |
| Chilton Investment Co. Inc. | 0.02% | Add +9.9% | 1,903 | $1.1M |
| Plotkin Financial Advisors, LLC | 0.60% | Reduce -1.9% | 1,901 | $1.1M |
| Presilium Private Wealth, LLC | 0.22% | Add +4.1% | 1,897 | $1.1M |
| SMI Advisory Services, LLC | 0.21% | New | 1,878 | $1.1M |
| Northeast Financial Group, Inc. | 0.34% | Reduce -15.1% | 1,892 | $1.1M |
| Beacon Wealthcare LLC | 0.41% | Add +222.7% | 1,891 | $1.1M |
| Neumann Capital Management, LLC | 0.34% | Add +16.1% | 1,891 | $1.1M |
| Meridian Financial Advisors, LLC | 0.69% | Add +17.1% | 1,884 | $1.1M |
| Millstone Evans Group, LLC | 0.73% | Reduce -19.1% | 1,880 | $1.1M |
| Austin Private Wealth, LLC | 0.08% | Reduce -1.1% | 1,879 | $1.1M |
| Perennial Advisors, LLC | 0.20% | Reduce -0.2% | 1,877 | $1.1M |
| IMPACTfolio, LLC | 0.50% | Add +0.1% | 1,869 | $1.1M |
| Anderson Hoagland & Co. | 0.10% | No change | 1,866 | $1.1M |
| Parallax Volatility Advisers, L.P. | 0.05% | New | 1,865 | $1.1M |
| Summit Wealth Group LLC / Co. | 0.27% | — | 1,854 | $1.1M |
| WealthPLAN Partners, LLC | 0.17% | Reduce -19.3% | 1,856 | $1.1M |
| First Financial Bank - Trust Division | 0.09% | Add +0.2% | 1,855 | $1.1M |
| Iron Horse Wealth Management, LLC | 0.31% | Reduce -0.6% | 1,854 | $1.1M |
| City National Bank of Florida | 0.77% | Add +6.0% | 1,853 | $1.1M |
| Financial Futures Ltd Liability Co. | 0.56% | Add +2.6% | 1,852 | $1.1M |
| Strategic Financial Concepts, LLC | 0.15% | Reduce -92.5% | 1,845 | $1.0M |
| Opes Wealth Management LLC | 0.19% | Add +42.4% | 1,843 | $1.0M |
| Aurora Private Wealth, Inc. | 0.77% | Add +0.2% | 1,842 | $1.0M |
| Retirement Planning Co of New England, Inc. | 0.47% | Reduce -0.5% | 1,841 | $1.0M |
| Prosperity Consulting Group, LLC | 0.08% | Add +0.3% | 1,839 | $1.0M |
| Financial Advisory Corp | 0.16% | Reduce -37.4% | 1,837 | $1.0M |
| Accredited Investor Services, LLC | 0.79% | Add +0.1% | 1,830 | $1.0M |
| Fielder Capital Group LLC | 0.28% | No change | 1,829 | $1.0M |
| Accretive Wealth Partners, LLC | 0.34% | No change | 1,828 | $1.0M |
| Van Hulzen Asset Management, LLC | 0.09% | Add +11.6% | 1,822 | $1.0M |
| CX Institutional | 0.04% | Reduce -49.8% | 1,819 | $1.0M |
| Financial Counselors Inc. | 1.46% | Reduce -98.3% | 1,817 | $1.0M |
| Fortis Group Advisors, LLC | 0.19% | Add +705.9% | 1,781 | $1.0M |
| Spectrum Wealth Advisory Group, LLC | 0.48% | New | 1,815 | $1.0M |
| Triton Wealth Management, PLLC | 0.44% | — | 1,768 | $1.0M |
| Capstone Wealth Management Group, LLC | 0.99% | No change | 1,814 | $1.0M |
| CPA Asset Management Group, LLC | 0.43% | No change | 1,811 | $1.0M |
| Bedell Frazier Investment Counselling, LLC | 0.26% | Reduce -75.9% | 1,810 | $1.0M |
| Wealth Dimensions Group, Ltd. | 0.23% | Add +0.4% | 1,806 | $1.0M |
| Crews Bank & Trust | 0.16% | Add +20.7% | 1,806 | $1.0M |
| Ritter Daniher Financial Advisory LLC / DE | 0.25% | Add +0.1% | 1,804 | $1.0M |
| Peoples Financial Services Corp. | 0.51% | Add +1.1% | 1,799 | $1.0M |
| Pinkerton Wealth, LLC | 0.12% | Add +13.8% | 1,795 | $1.0M |
| Acorn Wealth Advisors, LLC | 0.38% | Reduce -3.7% | 1,793 | $1.0M |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.11% | Add +12.9% | 1,791 | $1.0M |
| Burns J W & Co. Inc. | 0.12% | No change | 1,790 | $1.0M |
| Mogy Joel R Investment Counsel Inc. | 0.06% | No change | 1,790 | $1.0M |
| Jessup Wealth Management, Inc | 0.41% | Reduce -1.5% | 1,787 | $1.0M |
| Power Wealth Management LLC | 0.39% | Reduce -8.6% | 1,786 | $1.0M |
| Tidemark, LLC | 0.33% | Add +2.2% | 1,781 | $1.0M |
| Austin Wealth Management, LLC | 0.18% | Reduce -49.9% | 1,739 | $1.0M |
| New Millennium Group LLC | 0.56% | Reduce -2.5% | 1,776 | $1.0M |
| Optima Capital LLC | 0.54% | Add +3.0% | 1,776 | $1.0M |
| Global Wealth Management Investment Advisory, Inc. | 0.19% | New | 1,770 | $1.0M |
| Twin City Private Wealth, LLC | 0.82% | Add +1.4% | 1,754 | $999K |
| Regatta Capital Group, LLC | 0.17% | New | 1,756 | $997K |
| Barrett & Company, Inc. | 0.37% | No change | 1,748 | $993K |
| Sage Investment Counsel LLC | 1.15% | Add +7.4% | 1,745 | $991K |
| Financial Freedom, LLC | 0.53% | No change | 1,742 | $990K |
| Castleview Partners, LLC | 0.64% | Reduce -32.1% | 1,741 | $989K |
| Signet Financial Management, LLC | 0.12% | Add +5.5% | 1,741 | $989K |
| RAM Investment Partners, LLC | 0.21% | Add +67.0% | 1,738 | $987K |
| OneAscent Family Office, LLC | 0.93% | Add +30.2% | 1,738 | $987K |
| Graves Light Lenhart Wealth, Inc. | 0.12% | Add +2.3% | 1,736 | $986K |
| Mission Creek Capital Partners, Inc. | 0.22% | Reduce -2.7% | 1,736 | $986K |
| WealthBridge Capital Management, LLC | 0.25% | Reduce -2.3% | 1,736 | $986K |
| Crown Wealth Group, LLC | 0.37% | Add +142.4% | 1,731 | $983K |
| Atticus Wealth Management, LLC | 0.27% | Add +91.5% | 1,729 | $982K |
| McRae Capital Management Inc. | 0.20% | No change | 1,721 | $978K |
| Chesapeake Wealth Management | 0.33% | No change | 1,719 | $976K |
| Carmel Capital Partners, LLC | 0.34% | Add +310.5% | 1,716 | $975K |
| Congress Asset Management Co. | 0.01% | No change | 1,711 | $972K |
| Marshall Investment Management, LLC | 4.61% | Reduce -30.7% | 1,709 | $971K |
| Grey Ledge Advisors, LLC | 0.24% | Reduce -35.3% | 1,705 | $968K |
| Icon Wealth Advisors, LLC | 0.07% | New | 1,705 | $968K |
| Lee Financial Co | 0.14% | Add +23.1% | 1,701 | $968K |
| Horizon Bancorp Inc. | 0.49% | New | 1,700 | $966K |
| Dudley Capital Management, LLC | 0.48% | Add +0.1% | 1,696 | $963K |
| Revisor Wealth Management LLC | 0.35% | Add +6.0% | 1,669 | $960K |
| SwitchPoint Financial Planning, LLC | 0.78% | Add +0.8% | 1,684 | $957K |
| Summit Asset Management, LLC | 0.16% | No change | 1,683 | $956K |
| Gryphon Financial Partners LLC | 0.12% | Add +47.5% | 1,681 | $955K |
| Iams Wealth Management, LLC | 0.44% | New | 1,680 | $954K |
| Empirical Finance, LLC | 0.05% | Add +0.4% | 1,679 | $954K |
| Wallace Capital Management Inc. | 0.13% | Add +1.5% | 1,671 | $949K |
| LCNB Corp. | 0.33% | Reduce -34.3% | 1,670 | $949K |
| CLG LLC | 0.30% | No change | 1,670 | $949K |
| Midwest Capital Advisors, LLC | 0.50% | Add +0.2% | 1,667 | $947K |
| Kesler, Norman & Wride, LLC | 0.17% | Add +318.8% | 1,667 | $947K |
| AMJ Financial Wealth Management | 0.24% | Reduce -25.6% | 1,660 | $943K |
| Shaker Investments LLC | 0.39% | Reduce -1.8% | 1,659 | $943K |
| Total Clarity Wealth Management, Inc. | 0.27% | Reduce -45.6% | 1,655 | $940K |
| ORBA Wealth Advisors, L.L.C. | 0.86% | Add +2.2% | 1,655 | $940K |
| Northern Capital Management, Inc. | 0.55% | Add +13.9% | 1,654 | $940K |
| Stanich Group LLC | 0.84% | Add +62.6% | 1,636 | $940K |
| Fairvoy Private Wealth, LLC | 0.23% | Add +0.2% | 1,651 | $938K |
| Coston, McIsaac & Partners | 0.24% | Add +48.1% | 1,643 | $933K |
| TCFG Wealth Management, LLC | 0.42% | Add +101.1% | 1,641 | $932K |
| Legacy Wealth Management, LLC / MS | 0.28% | No change | 1,641 | $932K |
| Williams & Novak, LLC | 0.79% | No change | 1,638 | $930K |
| Wealth Management Strategies, Inc. | 0.50% | No change | 1,632 | $927K |
| Matauro, LLC | 0.17% | Reduce -0.2% | 1,630 | $926K |
| Dupree Financial Group, LLC | 0.36% | Reduce -1.3% | 1,628 | $925K |
| Financial Connections Group, Inc. | 0.38% | Reduce -3.0% | 1,627 | $924K |
| Carter Financial Group, INC. | 0.60% | — | 1,625 | $923K |
| First Nebraska Trust Co | 0.09% | No change | 1,624 | $922K |
| Pathway Financial Advisors LLC | 0.13% | Add +1.1% | 1,618 | $919K |
| Sequent Planning LLC | 0.29% | Add +0.9% | 1,617 | $919K |
| Carrera Capital Advisors | 0.18% | Reduce -8.0% | 1,612 | $919K |
| Arcus Capital Partners, LLC | 0.40% | Reduce -4.0% | 1,615 | $918K |
| Richard P Slaughter Associates Inc | 0.19% | Reduce -5.5% | 1,613 | $916K |
| Anchor Capital Advisors LLC | 0.03% | Add +78.3% | 1,612 | $916K |
| Azimuth Capital Investment Management LLC | 0.03% | Reduce -3.0% | 1,611 | $915K |
| Brogan Financial, Inc. | 0.41% | Add +0.5% | 1,610 | $914K |
| Pine Harbor Wealth Management, LLC | 0.32% | Add +0.8% | 1,607 | $913K |
| Strategic Wealth Partners, Ltd. | 0.07% | — | 1,605 | $912K |
| Colonial Trust Co / SC | 0.13% | Reduce -0.6% | 1,598 | $908K |
| Wealth Alliance, LLC | 0.10% | Add +8.1% | 1,598 | $908K |
| Montis Financial, LLC | 0.25% | Reduce -14.6% | 1,597 | $907K |
| LifeGoal Investments, LLC | 0.86% | Reduce -45.9% | 1,595 | $906K |
| Washington Capital Management, Inc. | 0.67% | Add +1.1% | 1,593 | $905K |
| Key Financial Inc | 0.18% | Reduce -5.4% | 1,585 | $900K |
| Valley Wealth Managers, Inc. | 0.06% | Reduce -15.7% | 1,584 | $900K |
| TKG Advisors, LLC | 0.40% | Add +68.3% | 1,579 | $897K |
| FreeGulliver LLC | 0.41% | Add +0.1% | 1,578 | $896K |
| One Charles Private Wealth Services, LLC | 0.25% | Add +3.3% | 1,575 | $895K |
| Howe & Rusling Inc. | 0.07% | Add +2.8% | 1,570 | $892K |
| Arcadia Investment Advisors LLC | 0.46% | No change | 1,569 | $891K |
| Flywheel Private Wealth LLC | 0.71% | No change | 1,565 | $889K |
| Woodley Farra Manion Portfolio Management Inc. | 0.04% | Add +0.9% | 1,560 | $889K |
| Almanack Investment Partners, LLC. | 0.14% | Reduce -44.6% | 1,565 | $889K |
| Momentum Wealth Planning, LLC | 0.77% | — | 1,558 | $888K |
| Greenberg Financial Group | 0.33% | Add +14.6% | 1,292 | $887K |
| DHJJ Financial Advisors, Ltd. | 0.32% | Add +10.4% | 1,559 | $885K |
| Forefront Wealth Partners, LLC | 0.61% | Reduce -61.1% | 1,642 | $885K |
| Tableaux LLC | 0.51% | Add +52.6% | 1,557 | $884K |
| Vestment Financial LLC | 0.56% | Reduce -1.1% | 1,551 | $883K |
| Jackson Square Capital, LLC | 0.20% | Add +113.6% | 1,551 | $881K |
| Sachetta, LLC | 0.35% | Reduce -7.9% | 1,550 | $881K |
| Gilman Hill Asset Management, LLC | 0.14% | Add +104.2% | 1,548 | $879K |
| Brookwood Investment Group LLC | 0.14% | Reduce -15.6% | 1,541 | $875K |
| FC Advisory LLC | 0.27% | No change | 1,538 | $874K |
| Tilia Fiduciary Partners, Inc. | 0.53% | Reduce -0.3% | 1,538 | $873K |
| Grandview Asset Management LLC | 0.28% | Add +119.9% | 1,537 | $873K |
| First Wilshire Securities Management Inc. | 0.24% | No change | 1,533 | $871K |
| Cornerstone Planning Group LLC | 0.18% | Reduce -22.0% | 1,507 | $870K |
| Cutler Capital Management, LLC | 0.37% | Reduce -22.7% | 1,529 | $868K |
| Rinkey Investments | 0.26% | Add +0.4% | 1,527 | $867K |
| Interactive Financial Advisors, Inc. | 0.42% | Add +0.7% | 1,525 | $867K |
| Gibson Capital, LLC | 0.17% | No change | 1,520 | $863K |
| Foster Victor Wealth Advisors, LLC | 0.06% | Add +23.3% | 1,500 | $861K |
| Farmers Trust Co. | 0.16% | No change | 1,509 | $857K |
| Able Wealth Management LLC | 0.43% | Reduce -8.9% | 1,508 | $857K |
| Forum Private Client Group LLC | 0.33% | Add +0.1% | 1,507 | $856K |
| Arbor Wealth Advisors LLC | 0.69% | No change | 1,496 | $850K |
| Hall Capital Management Co. Inc. | 0.36% | No change | 1,496 | $850K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.19% | Add +64.0% | 1,492 | $848K |
| Financial Management Network Inc. | 0.15% | Add +1.0% | 1,470 | $846K |
| Main Street Group, LTD | 0.31% | Reduce -0.2% | 1,487 | $845K |
| Covington Investment Advisors Inc. | 0.12% | Reduce -3.6% | 1,485 | $844K |
| Lam Group, Inc. | 0.56% | No change | 1,475 | $838K |
| Kennedy Investment Group, Inc. | 0.36% | Add +7.4% | 1,472 | $836K |
| Maryland Capital Advisors Inc. | 0.33% | Reduce -1.6% | 1,466 | $833K |
| Cumberland Partners Ltd | 0.06% | No change | 1,463 | $831K |
| Holos Integrated Wealth LLC | 0.50% | No change | 1,416 | $829K |
| Chiron Capital Management, LLC | 0.72% | Add +0.8% | 1,459 | $828K |
| Prudent Man Advisors, LLC | 0.26% | Add +7.8% | 1,455 | $826K |
| LMG Wealth Partners, LLC | 0.17% | New | 1,453 | $825K |
| Pavion Blue Capital, LLC | 0.37% | No change | 1,451 | $824K |
| Addison Advisors LLC | 0.21% | Add +14.9% | 1,448 | $823K |
| Alpha Zero LLC | 0.53% | Add +7.8% | 1,443 | $820K |
| Holderness Investments Co. | 0.18% | Add +4.3% | 1,443 | $819K |
| Advisory Resource Group | 0.16% | Add +3.7% | 1,438 | $817K |
| Integrity Wealth Solutions LLC | 0.40% | Reduce -31.7% | 1,437 | $816K |
| Wealth Forward, LLC | 0.55% | No change | 1,437 | $816K |
| eCIO, Inc. | 0.34% | New | 1,436 | $816K |
| McLean Asset Management Corp | 0.21% | Add +0.6% | 1,429 | $815K |
| Moody LYNN Lieberson & Walker, LLC | 0.05% | Reduce -6.9% | 1,432 | $813K |
| Astoria Strategic Wealth, Inc. | 0.22% | Add +0.1% | 1,431 | $813K |
| Graney & King, LLC | 0.55% | No change | 1,430 | $812K |
| Insight Inv LLC | 0.54% | Add +6.5% | 1,423 | $808K |
| Brandywine Oak Private Wealth LLC | 0.07% | Add +9.2% | 1,421 | $807K |
| Fulton Breakefield Broenniman LLC | 0.05% | Add +69.9% | 1,415 | $804K |
| Watchman Group, Inc. | 0.21% | Reduce -0.7% | 1,415 | $804K |
| Stokes Capital Advisors, LLC | 0.20% | No change | 1,411 | $801K |
| Tull Financial Group, Inc. | 0.36% | Reduce -29.2% | 1,410 | $801K |
| Penn Davis McFarland Inc. | 0.09% | No change | 1,410 | $801K |
| Whalen Wealth Management Inc. | 0.50% | Add +9.4% | 1,401 | $796K |
| Porter White Investment Advisors, Inc. | 0.37% | Reduce -0.1% | 1,400 | $795K |
| Shira Ridge Wealth Management | 0.36% | No change | 1,397 | $793K |
| Essex LLC | 0.16% | Add +14.3% | 1,396 | $793K |
| Berkshire Asset Management LLC | 0.04% | No change | 1,391 | $790K |
| Stenger Family Office, LLC | 0.20% | — | 1,353 | $789K |
| Lakewood Asset Management LLC | 0.53% | Reduce -2.5% | 1,386 | $787K |
| Collaborative Wealth Managment Inc. | 0.34% | Reduce -5.2% | 1,384 | $786K |
| Texas Bank & Trust Co | 0.31% | No change | 1,380 | $784K |
| Cornell Pochily Investment Advisors, Inc. | 0.26% | Reduce -11.0% | 1,380 | $784K |
| Cerro Pacific Wealth Advisors LLC | 0.22% | Add +11.7% | 1,380 | $784K |
| Prostatis Group LLC | 0.22% | Reduce -9.7% | 1,374 | $781K |
| Avalon Advisory Group | 0.33% | No change | 1,372 | $779K |
| Dearborn Partners LLC | 0.04% | Add +4.7% | 1,370 | $778K |
| Elevation Point Wealth Partners, LLC | 0.06% | Reduce -62.6% | 1,368 | $777K |
| Yoffe Investment Management, LLC | 1.06% | Reduce -1.3% | 1,366 | $776K |
| Gould Asset Management LLC | 0.15% | Add +8.4% | 1,364 | $775K |
| Consilium Wealth Advisory, LLC | 0.33% | Reduce -2.9% | 1,363 | $774K |
| Broadview Financial Management, LLC | 0.53% | Reduce -2.2% | 1,362 | $774K |
| GFS Advisors, LLC | 0.11% | Add +1.5% | 1,360 | $773K |
| Northwest Capital Management Inc | 0.42% | Reduce -4.0% | 1,361 | $773K |
| Bluespring Wealth Management, LLC | 0.07% | Reduce -32.9% | 1,356 | $773K |
| Rothschild Capital Partners, LLC | 0.20% | Reduce -4.8% | 1,359 | $772K |
| Guerra Advisors Inc | 0.36% | Add +36.0% | 1,359 | $772K |
| Hopwood Financial Services, Inc. | 0.60% | Reduce -1.2% | 1,358 | $771K |
| Griffin Asset Management, Inc. | 0.09% | Add +7.5% | 1,356 | $770K |
| OLIO Financial Planning | 0.24% | Reduce -0.9% | 1,356 | $770K |
| ArborFi Advisors, LLC | 0.68% | No change | 1,355 | $770K |
| Darden Wealth Group Inc | 0.47% | New | 1,351 | $768K |
| American Money Management, LLC | 0.14% | Add +6.8% | 1,351 | $767K |
| Walleye Capital LLC | 0.01% | New | 1,350 | $767K |
| Parkwoods Wealth Partners, LLC | 0.44% | Add +86.6% | 1,349 | $766K |
| Fire Capital Management LLC | 0.49% | Add +144.6% | 1,345 | $765K |
| Aquire Wealth Advisors, LLC | 0.21% | Add +12.5% | 1,345 | $764K |
| Investmark Advisory Group LLC | 0.36% | No change | 1,336 | $759K |
| DiNuzzo Private Wealth, Inc. | 0.09% | Reduce -9.1% | 1,335 | $758K |
| Aerodigm Wealth, LLC | 0.36% | Reduce -20.9% | 1,333 | $757K |
| Galvin, Gaustad & Stein, LLC | 0.07% | Add +5.8% | 1,333 | $757K |
| Financial Insights, Inc. | 0.28% | Add +11.1% | 1,327 | $754K |
| SYM FINANCIAL Corp | 0.08% | Reduce -26.1% | 1,323 | $751K |
| Harvest Investment Services, LLC | 0.17% | Add +231.6% | 1,323 | $751K |
| PrairieView Partners, LLC | 0.07% | Add +39.3% | 1,322 | $750K |
| Noble Family Wealth, LLC | 0.18% | New | 1,320 | $750K |
| Amara Financial, Llc. | 0.66% | Reduce -0.3% | 1,319 | $749K |
| Palisades Hudson Asset Management, L.P. | 0.29% | Add +125.1% | 1,319 | $749K |
| Blackhawk Capital Partners, LLC | 0.35% | Add +20.6% | 1,318 | $749K |
| Reyes Financial Architecture, Inc. | 0.64% | No change | 1,314 | $746K |
| Oak Wealth Advisors LLC | 0.48% | Add +50.6% | 1,312 | $745K |
| Kingdom Financial Group LLC. | 0.65% | Reduce -92.3% | 1,307 | $743K |
| Appleton Partners Inc. | 0.05% | Add +14.8% | 1,307 | $742K |
| Gateway Wealth Partners, LLC | 0.14% | Reduce -8.1% | 1,305 | $741K |
| Signature Wealth Management Group | 0.29% | Add +1.2% | 1,300 | $738K |
| Howard Capital Management Group, LLC | 0.05% | No change | 1,297 | $736K |
| Cranbrook Wealth Management, LLC | 0.16% | Add +10.4% | 1,295 | $736K |
| Altfest L J & Co. Inc. | 0.09% | Add +7.4% | 1,294 | $735K |
| Triumph Capital Management | 0.22% | Add +21.6% | 1,291 | $733K |
| Coastwise Capital Group, LLC | 0.58% | Add +1.6% | 1,286 | $730K |
| Emprise Bank | 0.35% | No change | 1,286 | $730K |
| Perissos Private Wealth Management, LLC | 0.58% | Reduce -92.5% | 1,284 | $729K |
| Novus Advisors, LLC | 1.11% | Reduce -24.0% | 1,283 | $729K |
| Berkeley Capital Partners, LLC | 0.18% | Add +2.2% | 1,281 | $728K |
| Weatherly Asset Management L. P. | 0.06% | Add +12.2% | 1,277 | $727K |
| Foster & Motley Inc. | 0.04% | Add +0.9% | 1,276 | $725K |
| Firestone Capital Management | 0.17% | Reduce -3.4% | 1,276 | $725K |
| Beckerman Institutional, LLC | 0.48% | No change | 1,274 | $724K |
| Campion Asset Management | 0.54% | Add +15.7% | 1,273 | $723K |
| Cape Investment Advisory, Inc. | 0.26% | Add +26.9% | 1,272 | $723K |
| Inspirion Wealth Advisors, LLC | 0.10% | New | 1,272 | $723K |
| Inspire Advisors, LLC | 0.07% | Reduce -0.5% | 1,271 | $722K |
| Tounjian Advisory Partners, LLC | 0.14% | Reduce -3.8% | 1,404 | $721K |
| Ackerman Asset Management, LLC | 0.58% | No change | 1,264 | $718K |
| Ledyard National Bank | 0.07% | Reduce -2.3% | 1,264 | $718K |
| Nemes Rush Group LLC | 0.08% | Add +0.3% | 1,264 | $718K |
| Valley National Advisers Inc. | 0.12% | Add +7.8% | 1,263 | $717K |
| Focused Wealth Management, Inc | 0.09% | Reduce -2.6% | 1,257 | $714K |
| Central Bank & Trust Co. | 0.12% | Add +0.8% | 1,254 | $712K |
| First National Bank of Mount Dora, Trust Investment Services | 0.16% | No change | 1,252 | $711K |
| Midwest Financial Group LLC | 0.37% | Add +23.1% | 1,252 | $711K |
| Old Second National Bank of Aurora | 0.15% | No change | 1,250 | $710K |
| Prudential Financial Inc. | 0.00% | Reduce -57.6% | 1,250 | $710K |
| Silver Coast Investments LLC | 0.26% | Add +4.4% | 1,248 | $709K |
| Shakespeare Wealth Management, LLC | 0.19% | Add +14.4% | 1,247 | $709K |
| Trivant Custom Portfolio Group, LLC | 0.39% | Reduce -13.8% | 1,247 | $708K |
| Five Oceans Advisors | 0.30% | Add +205.9% | 1,245 | $707K |
| Whelan Financial | 0.25% | Add +77.3% | 1,241 | $705K |
| Efficient Frontier Advisors LLC | 0.45% | Add +0.2% | 1,239 | $704K |
| Lakeridge Wealth Management LLC | 0.32% | Add +6.2% | 1,238 | $703K |
| SageOak Financial, LLC | 0.56% | No change | 1,238 | $703K |
| Whitegate Investment Counselors, Inc. | 0.24% | Add +7.7% | 1,237 | $703K |
| Mascagni Wealth Management, Inc. | 0.59% | Add +9.4% | 1,216 | $691K |
| Tarbox Family Office, Inc. | 0.10% | No change | 1,215 | $690K |
| Abundance Wealth Counselors | 0.13% | Reduce -4.9% | 1,430 | $690K |
| Legacy Bridge, LLC | 0.33% | Add +1.4% | 1,214 | $690K |
| Mills Wealth Advisors LLC | 0.32% | Add +2.6% | 1,214 | $689K |
| First Bancorp, Inc | 0.40% | Add +3.1% | 1,212 | $688K |
| Institute for Wealth Management, LLC. | 0.08% | Reduce -19.6% | 1,208 | $686K |
| Paragon Financial Partners, Inc. | 0.47% | Reduce -1.1% | 1,206 | $685K |
| North Point Portfolio Managers Corp. | 0.12% | Add +3.4% | 1,203 | $683K |
| Impact Capital Partners LLC | 0.22% | Add +4.1% | 1,202 | $683K |
| Ironvine Capital Partners, LLC | 0.07% | No change | 1,202 | $683K |
| PCG Wealth Advisors, LLC | 0.35% | Add +5.1% | 1,201 | $682K |
| Dodge & Cox | 0.00% | Reduce -25.5% | 1,200 | $682K |
| Upper Left Wealth Management, LLC | 0.45% | New | 1,198 | $681K |
| Mach-1 Financial Group, LLC | 0.20% | Add +130.4% | 1,196 | $680K |
| Stonebrook Private Inc. | 0.16% | Add +22.8% | 1,196 | $679K |
| Matisse Capital | 0.32% | Reduce -2.8% | 1,183 | $672K |
| Hoge Financial Services, LLC | 0.42% | Reduce -2.3% | 1,181 | $671K |
| Summit Wealth Partners, LLC | 0.13% | Add +65.9% | 1,181 | $671K |
| Leigh Baldwin & Co., LLC | 0.44% | Add +0.1% | 1,180 | $670K |
| Strategy Asset Managers LLC | 0.13% | No change | 1,179 | $670K |
| Family Capital Management, Inc. | 0.35% | No change | 1,179 | $670K |
| Indie Asset Partners, LLC | 1.22% | Add +17.9% | 1,178 | $669K |
| Financial Partners Group, LLC | 0.24% | New | 1,175 | $667K |
| STAR Financial Bank | 0.42% | No change | 1,174 | $667K |
| Wells Trecaso Financial Group, LLC | 0.21% | No change | 1,172 | $666K |
| Cahaba Wealth Management, Inc. | 0.05% | Reduce -6.0% | 1,166 | $662K |
| Spectrum Planning & Advisory Services Inc. | 0.43% | Add +16.0% | 1,165 | $662K |
| TCTC Holdings, LLC | 0.02% | No change | 1,163 | $661K |
| Formidable Asset Management, LLC | 0.11% | No change | 1,284 | $660K |
| NRI Wealth Management LC | 0.40% | No change | 1,160 | $659K |
| Financial Advisors, LLC | 0.12% | No change | 1,159 | $659K |
| Retirement Planning Group, LLC / NY | 0.58% | Add +11.2% | 1,154 | $658K |
| MPWM Advisory Solutions, LLC | 0.42% | Add +0.6% | 1,156 | $657K |
| JNBA Financial Advisors | 0.06% | Add +0.9% | 1,155 | $656K |
| Voya Investment Management LLC | 0.00% | No change | 1,154 | $656K |
| Private Wealth Asset Management, LLC | 0.09% | No change | 1,152 | $654K |
| Palacios Wealth Management, LLC | 0.54% | Add +9.7% | 1,150 | $653K |
| Citrine Capital LLC | 0.35% | Add +36.5% | 1,149 | $653K |
| Urban Financial Advisory Corp | 0.33% | Add +48.0% | 1,147 | $652K |
| Pathway Financial Advisers, LLC | 0.21% | Add +6.4% | 1,147 | $652K |
| Ironwood Financial, llc | 0.14% | No change | 1,266 | $651K |
| Ulland Investment Advisors, LLC | 0.53% | Reduce -5.1% | 1,145 | $650K |
| Manske Wealth Management | 0.21% | Reduce -1.4% | 1,144 | $650K |
| Fortitude Advisory Group L.L.C. | 0.37% | Add +56.0% | 1,140 | $648K |
| Intelligence Driven Advisers, LLC | 0.10% | Reduce -62.9% | 1,140 | $648K |
| GPS Wealth Strategies Group, LLC | 0.07% | Reduce -18.7% | 1,139 | $647K |
| Golden Reserve Retirement LLC | 0.21% | New | 1,139 | $647K |
| Hickory Point Bank & Trust | 0.52% | Reduce -1.1% | 1,138 | $646K |
| Sprinkle Financial Consultants LLC | 0.40% | Add +37.3% | 1,138 | $646K |
| Altman Advisors, Inc. | 0.26% | New | 1,134 | $644K |
| Wealth Management Associates, Inc. | 0.25% | Reduce -16.4% | 1,132 | $643K |
| Armor Investment Advisors, LLC | 0.24% | Add +5.0% | 1,131 | $643K |
| Knightsbridge Asset Management, LLC | 0.14% | Reduce -3.7% | 1,131 | $642K |
| Frazier Financial Advisors, LLC | 0.45% | Reduce -2.9% | 1,125 | $639K |
| Guided Capital Wealth Management, LLC | 0.49% | No change | 1,124 | $638K |
| CBIZ Investment Advisory Services, LLC | 0.03% | Reduce -13.3% | 1,120 | $638K |
| Tower View Wealth Management LLC | 0.33% | Reduce -3.6% | 1,123 | $638K |
| Trust Co | 0.07% | No change | 1,116 | $634K |
| Parkshore Wealth Management, Inc. | 0.31% | Add +1.2% | 1,113 | $632K |
| Beacon Financial Planning, Inc. | 0.35% | No change | 1,112 | $632K |
| Clark Wealth Partners | 0.43% | Reduce -5.1% | 1,111 | $631K |
| AllGen Financial Advisors, Inc. | 0.17% | Add +26.2% | 1,108 | $630K |
| Mountain Capital Investment Advisors Inc. | 0.12% | Reduce -11.9% | 1,106 | $628K |
| NCM Capital Management, LLC | 0.26% | Add +1.0% | 1,105 | $627K |
| Elk River Wealth Management LLC | 0.11% | No change | 1,099 | $626K |
| Bearing Point Capital, LLC | 0.12% | No change | 1,100 | $625K |
| Signature Resources Capital Management, LLC | 0.38% | Reduce -14.8% | 1,097 | $623K |
| Santori & Peters, Inc. | 0.22% | Add +0.7% | 1,093 | $621K |
| Cordant, Inc. | 0.30% | No change | 1,093 | $621K |
| Haven Private, LLC | 0.27% | Reduce -38.6% | 1,091 | $620K |
| First Community Trust NA | 0.50% | Reduce -5.5% | 1,090 | $619K |
| Allegheny Financial Group | 0.14% | Reduce -8.1% | 1,088 | $618K |
| Verity Asset Management, Inc. | 0.29% | Reduce -50.5% | 1,087 | $617K |
| GDS Wealth Management | 0.04% | Add +1.1% | 1,085 | $616K |
| Vantage Point Financial LLC | 0.27% | Add +34.2% | 1,083 | $615K |
| 626 Financial, LLC | 0.29% | No change | 1,083 | $615K |
| Dominguez Wealth Management Solutions, Inc. | 0.43% | No change | 1,081 | $614K |
| Wealthcare Capital Management LLC | 0.06% | Reduce -3.0% | 1,081 | $614K |
| First Citizens Financial Corp | 0.34% | No change | 1,080 | $613K |
| William Howard & Co Financial Advisors Inc | 0.54% | No change | 1,080 | $613K |
| Insight Wealth Strategies, LLC | 0.08% | Reduce -3.6% | 1,077 | $611K |
| Harbor Group, Inc. | 0.11% | Add +0.7% | 1,072 | $609K |
| Joseph P. Lucia & Associates, LLC | 0.25% | Add +20.9% | 1,066 | $606K |
| Legacy Wealth Asset Management, LLC | 0.15% | No change | 1,063 | $604K |
| Lighthouse Financial LLC | 0.46% | Add +23.3% | 1,063 | $604K |
| Noesis Capital Mangement Corp. | 0.10% | Add +26.9% | 1,060 | $602K |
| Main Management LLC | 0.05% | Reduce -41.4% | 1,059 | $602K |
| Tevis Investment Management | 0.39% | Reduce -5.0% | 1,055 | $601K |
| Lodestone Wealth Management LLC | 0.29% | Reduce -0.4% | 1,057 | $600K |
| Cottage Street Advisors LLC | 0.31% | Reduce -5.3% | 1,054 | $599K |
| Essential Planning, LLC. | 0.22% | No change | 1,051 | $597K |
| White Pine Capital LLC | 0.19% | No change | 1,050 | $596K |
| Bar Harbor Wealth Management | 0.04% | Reduce -1.8% | 1,050 | $596K |
| Luts & Greenleigh Group, Inc. | 0.57% | No change | 1,049 | $596K |
| Carson Advisory Inc. | 0.38% | Add +10.1% | 1,043 | $592K |
| Teachers Insurance & Annuity Association of America | 0.74% | Reduce -12.2% | 1,039 | $590K |
| B & T Capital Management DBA Alpha Capital Management | 0.10% | Reduce -27.4% | 1,038 | $590K |
| ETF Store, Inc. | 0.68% | Add +0.7% | 1,036 | $588K |
| Hartford Financial Management Inc. | 0.16% | No change | 1,034 | $587K |
| Sherrill & Hutchins Financial Advisory, Inc | 0.46% | Add +0.9% | 1,033 | $587K |
| Catalyst Financial Partners LLC | 0.06% | Reduce -6.1% | 1,032 | $586K |
| Buska Wealth Management, LLC | 0.16% | Reduce -7.1% | 1,031 | $586K |
| Mountain Pacific Investment Advisers LLC | 0.04% | Reduce -8.4% | 1,030 | $585K |
| Centerpoint Advisory Group | 0.51% | Reduce -7.9% | 1,029 | $584K |
| Sterling Investment Advisors, Ltd. | 0.13% | Add +6.5% | 1,028 | $584K |
| Mattern Wealth Management LLC | 0.12% | Add +5.5% | 1,027 | $583K |
| D. Scott Neal, Inc. | 0.29% | Add +11.9% | 1,026 | $583K |
| Kropog Financial Group, LLC | 0.51% | No change | 1,023 | $581K |
| Stone Summit Wealth LLC | 0.18% | No change | 1,023 | $581K |
| Plan A Wealth LLC | 0.33% | Add +4.9% | 1,022 | $581K |
| Missouri Trust & Investment Co | 0.19% | No change | 1,020 | $579K |
| SPC Financial, Inc. | 0.05% | Reduce -2.6% | 1,020 | $579K |
| Navalign, LLC | 0.16% | Add +13.3% | 1,015 | $577K |
| Sunbelt Securities, Inc. | 0.05% | Reduce -29.4% | 1,070 | $576K |
| USAdvisors Wealth Management, LLC | 0.21% | Reduce -4.3% | 1,014 | $576K |
| Lountzis Asset Management, LLC | 0.20% | No change | 1,010 | $575K |
| TOWER TRUST & INVESTMENT Co | 0.41% | Add +1.5% | 1,011 | $574K |
| Oak Hill Wealth Advisors, LLC | 0.12% | Add +0.7% | 1,007 | $574K |
| Outbound Financial Inc | 0.52% | — | 1,010 | $574K |
| FFT Wealth Management LLC | 0.11% | Add +45.3% | 985 | $573K |
| Potentia Wealth | 0.33% | Add +14.3% | 1,008 | $573K |
| Colton Groome Financial Advisors, LLC | 0.19% | No change | 1,006 | $571K |
| Alliance Wealth Advisors, LLC | 0.31% | New | 1,006 | $571K |
| GW&K Investment Management, LLC | 0.01% | Add +4.8% | 1,003 | $570K |
| Lockerman Financial Group, Inc. | 0.77% | Add +6.8% | 1,003 | $570K |
| MidAtlantic Capital Management, Inc. | 0.40% | No change | 999 | $567K |
| Payne Capital Management, LLC | 0.22% | Add +0.6% | 991 | $563K |
| Northcape Wealth Management, LLC | 0.17% | No change | 990 | $562K |
| LifeSteps Financial, Inc. | 0.39% | No change | 988 | $561K |
| Bay Rivers Group | 0.26% | Add +0.4% | 987 | $560K |
| Shulman DeMeo Asset Management LLC | 0.14% | No change | 980 | $557K |
| Brown, Lisle/Cummings, Inc. | 0.15% | Add +8.3% | 979 | $556K |
| Ullmann Wealth Partners Group, LLC | 0.07% | Add +2.5% | 977 | $555K |
| Mma Asset Management LLC | 0.21% | Add +7.6% | 976 | $555K |
| NFSG Corp | 0.09% | Add +8.5% | 974 | $553K |
| ROI Financial Advisors, LLC | 0.35% | Add +1.7% | 973 | $552K |
| McHugh Group, LLC | 0.37% | No change | 970 | $551K |
| Poehling Capital Management, INC. | 0.13% | No change | 969 | $550K |
| Brown Wealth Management, LLC | 0.17% | Reduce -13.4% | 967 | $549K |
| Providence Capital Advisors, LLC | 0.10% | Reduce -2.5% | 964 | $548K |
| Exchange Bank | 0.43% | No change | 964 | $548K |
| Wayfinding Financial, LLC | 0.24% | Reduce -50.5% | 943 | $547K |
| Davidson Trust Co. | 0.25% | Reduce -1.2% | 961 | $546K |
| Heartwood Wealth Advisors LLC | 0.06% | No change | 957 | $544K |
| Pinnacle Wealth Planning Services, Inc. | 0.07% | New | 955 | $542K |
| Towercrest Capital Management | 0.10% | No change | 950 | $539K |
| Howard Financial Services, LTD. | 0.07% | Reduce -14.8% | 947 | $538K |
| Eldridge Investment Advisors, Inc. | 0.11% | No change | 945 | $537K |
| Rosenblum Silverman Sutton S F Inc. | 0.13% | Add +0.8% | 944 | $536K |
| Van Den Berg Management I, Inc. | 0.15% | Reduce -9.4% | 942 | $535K |
| Cadent Capital Advisors, LLC | 0.17% | Add +38.2% | 940 | $534K |
| Horizons Wealth Management | 0.39% | Add +14.3% | 937 | $532K |
| Columbia River Financial Group, LLC | 0.34% | No change | 918 | $532K |
| Keystone Financial Services | 0.18% | Reduce -23.2% | 935 | $531K |
| E Fund Management (Hong Kong) Co., Ltd. | 0.51% | Reduce -33.1% | 935 | $531K |
| E Fund Management Co., Ltd. | 0.03% | Reduce -33.1% | 935 | $531K |
| Addison Capital Co | 0.18% | Add +1.1% | 930 | $528K |
| AA Financial Advisors, LLC | 0.11% | Reduce -19.0% | 930 | $528K |
| Pillar Financial Advisors, LLC | 0.36% | No change | 928 | $527K |
| Burns Matteson Capital Management, LLC | 0.25% | Reduce -3.4% | 927 | $526K |
| Dakota Community Bank & Trust NA | 2.35% | Add +0.9% | 923 | $524K |
| American Institute for Advanced Investment Management, LLP | 0.37% | Reduce -0.4% | 923 | $524K |
| Penney Financial, LLC | 0.27% | Add +6.0% | 923 | $524K |
| Strait & Sound Wealth Management LLC | 0.22% | Reduce -4.5% | 923 | $524K |
| Solidarity Wealth, LLC | 0.12% | Add +32.3% | 917 | $522K |
| Capital Investment Services of America, Inc. | 0.05% | Add +2.2% | 919 | $522K |
| Schaper Benz & Wise Investment Counsel Inc. | 0.04% | Add +1.4% | 917 | $521K |
| Claret Asset Management Corp | 0.07% | No change | 917 | $521K |
| Summit Investment Advisory Services, LLC | 0.23% | Reduce -2.5% | 912 | $518K |
| tru Independence LLC | 0.15% | Reduce -7.0% | 910 | $517K |
| Caldwell Sutter Capital, Inc. | 0.24% | Reduce -22.8% | 910 | $517K |
| Telos Capital Management, Inc. | 0.05% | Reduce -7.5% | 907 | $515K |
| DSG Capital Advisors, LLC | 0.09% | No change | 906 | $515K |
| Ceera Investments, LLC | 0.16% | Add +5.8% | 905 | $514K |
| WFA of San Diego, LLC | 0.38% | — | 904 | $513K |
| Tme Financial, Inc. | 0.41% | Reduce -0.9% | 901 | $512K |
| Renaissance Technologies | 0.00% | Reduce -87.1% | 900 | $511K |
| Octavia Wealth Advisors, LLC | 0.06% | Reduce -6.6% | 897 | $511K |
| Burford Brothers, Inc. | 0.23% | Add +0.2% | 897 | $510K |
| Orion Capital Management LLC | 0.19% | No change | 894 | $508K |
| Meritage Portfolio Management | 0.03% | Add +13.4% | 891 | $506K |
| Kelleher Financial Advisors | 0.18% | New | 890 | $506K |
| Painted Porch Advisors LLC | 0.21% | Add +568.4% | 889 | $505K |
| 3EDGE Asset Management, LP | 0.03% | Reduce -15.6% | 888 | $504K |
| AAF Wealth Management, LLC | 0.23% | Reduce -10.8% | 887 | $504K |
| Hazlett, Burt & Watson, Inc. | 0.21% | Reduce -73.8% | 883 | $502K |
| Stiles Financial Services Inc | 0.17% | No change | 883 | $502K |
| DKM Wealth Management, Inc. | 0.43% | Reduce -0.9% | 881 | $500K |
| Palumbo Wealth Management LLC | 0.15% | Add +51.9% | 881 | $500K |
| Studio Investment Management LLC | 0.10% | Add +17.7% | 877 | $500K |
| Riversedge Advisors, LLC | 0.10% | Reduce -0.3% | 879 | $499K |
| Colony Family Offices, LLC | 0.13% | Add +5.0% | 875 | $499K |
| Aspen Capital Management, LLC | 0.14% | Add +80.4% | 875 | $497K |
| Summit Investment Advisors, Inc. | 0.41% | Add +0.1% | 869 | $497K |
| Halbert Hargrove Global Advisors, LLC | 0.03% | Reduce -47.6% | 873 | $496K |
| Samalin Investment Counsel, LLC | 0.19% | Add +28.1% | 871 | $495K |
| Princeton Capital Management LLC | 0.15% | Add +8.5% | 869 | $494K |
| Taylor Financial Group, Inc. | 0.31% | No change | 867 | $493K |
| Moseley Investment Management Inc. | 0.17% | Add +1.3% | 866 | $492K |
| ProVise Management Group, LLC | 0.04% | Add +30.6% | 866 | $492K |
| Clarion Wealth Managment Partners, LLC | 0.54% | — | 866 | $492K |
| Gibbs Wealth Management | 0.09% | New | 865 | $491K |
| Nelson Capital Management, LLC | 0.06% | No change | 861 | $489K |
| Drake & Associates, LLC | 0.12% | Add +10.8% | 859 | $488K |
| Curtis Advisory Group, LLC | 0.12% | Reduce -3.8% | 858 | $487K |
| Mason Investment Advisory Services, Inc. | 0.03% | Reduce -4.6% | 857 | $487K |
| JFG Wealth Management, LLC | 0.10% | Reduce -0.1% | 854 | $485K |
| Lazari Capital Management, Inc. | 0.18% | Add +7.6% | 853 | $484K |
| SpringVest Wealth Management LLC | 0.39% | Add +10.1% | 850 | $484K |
| Schmidt P J Investment Management Inc. | 0.08% | No change | 851 | $483K |
| Master's Wealth Management Inc. | 0.22% | No change | 847 | $481K |
| Colonial River Investments, LLC | 0.21% | Add +52.5% | 836 | $481K |
| American Capital Advisory, LLC | 0.24% | No change | 845 | $480K |
| Unique Wealth Strategies, LLC | 0.20% | Reduce -33.4% | 843 | $479K |
| Goodman Financial Corp | 0.10% | Reduce -0.5% | 843 | $479K |
| Ascentis Wealth Management, LLC | 0.13% | Reduce -4.9% | 841 | $478K |
| GFG Capital, LLC | 0.14% | Reduce -34.9% | 840 | $477K |
| Cypress Financial Planning LLC | 0.16% | Add +8.3% | 838 | $476K |
| Hedeker Wealth, LLC | 0.11% | Add +93.3% | 837 | $476K |
| Moser Wealth Advisors, LLC | 0.23% | Reduce -3.8% | 836 | $475K |
| Private Capital Management, LLC | 0.05% | No change | 836 | $475K |
| Three Magnolias Financial Advisors, LLC | 0.33% | Add +1.3% | 835 | $474K |
| Glassy Mountain Advisors, Inc. | 0.15% | No change | 834 | $474K |
| KMG Fiduciary Partners, LLC | 0.04% | Add +52.2% | 831 | $472K |
| Signet Investment Advisory Group, Inc. | 0.24% | No change | 830 | $471K |
| Marshall Financial Group, LLC | 0.09% | Reduce -94.5% | 822 | $469K |
| FinDec Wealth Services, Inc. | 0.49% | Reduce -14.7% | 825 | $469K |
| Hurlow Wealth Management Group, Inc. | 0.13% | Add +8.6% | 823 | $468K |
| Mullooly Asset Management, Inc. | 0.20% | Add +4.6% | 821 | $466K |
| ODonnell Financial Services, LLC | 0.18% | No change | 820 | $466K |
| St Germain D J Co. Inc. | 0.02% | Add +62.7% | 820 | $466K |
| Seros Financial, LLC | 0.29% | Add +22.1% | 819 | $465K |
| Manchester Financial Inc. | 0.10% | Add +20.7% | 817 | $464K |
| Archford Capital Strategies, LLC | 0.06% | Add +1.7% | 817 | $464K |
| Investment Management Associates Inc. | 0.16% | New | 813 | $462K |
| MPS Loria Financial Planners, LLC | 0.14% | No change | 812 | $461K |
| River Street Advisors LLC | 0.20% | Reduce -11.1% | 812 | $461K |
| SWAN Capital LLC | 0.20% | Reduce -1.2% | 812 | $461K |
| Prestige Wealth Management Group LLC | 0.09% | Add +0.6% | 807 | $460K |
| Investors Research Corp | 0.09% | No change | 807 | $458K |
| Bulwark Capital Corp | 0.39% | — | 806 | $458K |
| Jamison Private Wealth Management, Inc. | 0.07% | Reduce -36.7% | 806 | $458K |
| Berry Wealth Group, LP | 0.32% | Reduce -1.8% | 805 | $457K |
| Richmond Investment Services, LLC | 0.10% | Add +70.2% | 805 | $457K |
| Balanced Wealth Group LLC | 0.20% | New | 787 | $457K |
| PFG Private Wealth Management, LLC | 0.24% | Add +4.8% | 805 | $457K |
| Davidson Investment Advisors | 0.02% | Reduce -13.0% | 805 | $457K |
| Antonelli Financial Advisors, LLC | 0.33% | Reduce -0.4% | 802 | $456K |
| Forte Capital LLC | 0.05% | Reduce -7.5% | 800 | $454K |
| Advantage Trust Co | 0.22% | No change | 796 | $452K |
| Hudson Value Partners, LLC | 0.16% | Reduce -48.2% | 796 | $452K |
| RDA Financial Network | 0.12% | Add +6.2% | 794 | $451K |
| Symphony Financial, Ltd. Co. | 0.06% | New | 1,730 | $450K |
| Integris Wealth Management, LLC | 0.12% | No change | 791 | $449K |
| Tepp RIA, LLC | 0.58% | No change | 791 | $449K |
| Borer Denton & Associates, Inc. | 0.16% | Add +1.7% | 791 | $449K |
| BWM Planning, LLC | 0.15% | No change | 789 | $448K |
| Granite Bay Wealth Management, LLC | 0.14% | Add +0.8% | 789 | $448K |
| Compass Planning Associates Inc | 0.41% | Add +16.0% | 789 | $448K |
| Pegasus Asset Management, Inc. | 0.15% | No change | 781 | $444K |
| Steigerwald, Gordon & Koch Inc. | 0.05% | Reduce -3.9% | 781 | $444K |
| Allen Capital Group, LLC | 0.05% | Add +1.4% | 781 | $444K |
| Alta Wealth Advisors LLC | 0.21% | Reduce -1.6% | 781 | $443K |
| Vishria Bird Financial Group, LLC | 0.15% | Add +42.1% | 780 | $443K |
| Guardian Wealth Advisors, LLC | 0.26% | Reduce -1.5% | 775 | $440K |
| Legacy Financial Advisors, Inc. | 0.07% | Add +0.9% | 773 | $439K |
| Kure Advisory, LLC | 0.29% | Add +1.6% | 773 | $439K |
| Convergence Financial, LLC | 0.08% | Reduce -13.2% | 773 | $439K |
| Philip James Wealth Mangement, LLC | 0.06% | No change | 771 | $438K |
| San Luis Wealth Advisors LLC | 0.09% | No change | 771 | $438K |
| Interchange Capital Partners, LLC | 0.10% | Reduce -45.8% | 769 | $437K |
| Avalon Capital Management | 0.12% | No change | 768 | $436K |
| Pineridge Advisors LLC | 0.16% | Reduce -5.3% | 766 | $435K |
| SC&H Financial Advisors, Inc. | 0.07% | Reduce -21.3% | 763 | $433K |
| Next Level Private LLC | 0.14% | Add +11.1% | 762 | $433K |
| Trinity Legacy Partners, LLC | 0.10% | Add +0.7% | 752 | $431K |
| Sterling Investment Counsel, LLC | 0.25% | Add +2.6% | 759 | $431K |
| Mustico Financial Group, Inc. | 0.40% | — | 743 | $431K |
| Define Financial, LLC | 0.28% | Add +0.1% | 755 | $429K |
| Veracity Capital LLC | 0.15% | No change | 753 | $428K |
| TrueWealth Advisors, LLC | 0.13% | No change | 753 | $428K |
| Patten Group, Inc. | 0.09% | No change | 751 | $427K |
| Lakeside Advisors, INC. | 0.27% | No change | 750 | $426K |
| Highview Capital Management LLC | 0.16% | Add +28.2% | 750 | $426K |
| Alliance Wealth Management Group | 0.11% | No change | 750 | $426K |
| Callahan Advisors, LLC | 0.04% | Add +0.3% | 749 | $425K |
| Uptown Financial Advisors LLC | 0.39% | No change | 748 | $425K |
| Evolution Wealth Management Inc. | 0.52% | — | 747 | $424K |
| Pines Wealth Management, LLC | 0.15% | Add +4.8% | 736 | $424K |
| Dagco, Inc. | 0.12% | Reduce -9.9% | 744 | $423K |
| Insight 2811, Inc. | 0.20% | Add +31.2% | 744 | $423K |
| Abacus Wealth Partners, LLC | 0.06% | New | 743 | $422K |
| Delta Asset Management LLC | 0.04% | No change | 743 | $422K |
| Gables Capital Management Inc. | 0.20% | No change | 740 | $420K |
| Carret Asset Management, LLC | 0.04% | Add +5.8% | 735 | $418K |
| Seaview Investment Managers LLC | 0.09% | Add +1.1% | 734 | $417K |
| Capital Advisors Wealth Management, LLC | 0.07% | No change | 734 | $417K |
| Union Bancaire Privee, UBP SA | 0.01% | New | 733 | $416K |
| Woodward Diversified Capital, LLC | 0.21% | Reduce -43.3% | 731 | $415K |
| Shepherd Financial Partners LLC | 0.04% | No change | 731 | $415K |
| Nalls Sherbakoff Group, LLC | 0.30% | Reduce -4.2% | 730 | $415K |
| Garrison Point Advisors, LLC | 0.19% | No change | 729 | $414K |
| Mayfair Advisory Group, LLC | 0.19% | Add +14.6% | 705 | $413K |
| Kraft, Davis & Associates, LLC | 0.11% | Add +0.6% | 705 | $413K |
| Transatlantique Private Wealth LLC | 0.15% | New | 726 | $412K |
| Bestgate Wealth Advisors, LLC | 0.85% | No change | 801 | $412K |
| Wealthedge Investment Advisors, LLC | 0.17% | Add +5.5% | 723 | $411K |
| Suncoast Equity Management | 0.04% | No change | 723 | $411K |
| City Center Advisors, LLC | 0.44% | No change | 722 | $410K |
| Boyum Wealth Architects LLC | 0.30% | Add +5.4% | 721 | $410K |
| Cyr Financial Inc. | 0.32% | Reduce -4.3% | 718 | $408K |
| Aviso Wealth Management | 0.19% | Add +33.4% | 715 | $406K |
| City Holding Co. | 0.05% | No change | 714 | $406K |
| Meadow Creek Wealth Advisors LLC | 0.27% | No change | 713 | $405K |
| 17 Capital Partners, LLC | 0.23% | Reduce -83.8% | 711 | $404K |
| Shared Vision Wealth Group LLC | 0.20% | No change | 693 | $403K |
| MFA Wealth Services | 0.30% | No change | 707 | $402K |
| Newport Capital Group, LLC | 0.27% | Reduce -1.1% | 702 | $401K |
| New Insight Wealth Advisors | 0.16% | Reduce -5.9% | 704 | $400K |
| Bright Financial Advisors, Inc. | 0.22% | No change | 704 | $400K |
| Orleans Capital Management Corp. | 0.21% | Reduce -15.1% | 703 | $399K |
| Dash Acquisitions Inc. | 0.08% | No change | 685 | $399K |
| Nabity-Jensen Investment Management Inc | 0.29% | Reduce -90.0% | 703 | $399K |
| Empirical Asset Management, LLC | 0.12% | Reduce -0.1% | 702 | $399K |
| Wrenne Financial Planning LLC | 0.19% | Reduce -38.3% | 701 | $398K |
| Bigelow Investment Advisors, LLC | 0.18% | Reduce -26.1% | 701 | $398K |
| Rosenberg Matthew Hamilton | 0.09% | Add +4.5% | 701 | $398K |
| Strategic Financial Planning, Inc. | 0.25% | No change | 700 | $398K |
| Sloy Dahl & Holst, LLC | 0.06% | Add +6.5% | 700 | $398K |
| Paragon Advisors, LLC | 0.10% | Add +1.9% | 699 | $397K |
| Financial Life Planners | 0.32% | Reduce -3.6% | 696 | $395K |
| Robbins Farley | 0.18% | Reduce -1.8% | 695 | $395K |
| West Wealth Group, LLC | 0.10% | Add +6.3% | 675 | $393K |
| Bellwether Advisors, LLC | 0.07% | Reduce -1.1% | 688 | $391K |
| First Commonwealth Financial Corp | 0.08% | New | 685 | $389K |
| Kingstone Capital Partners Texas, LLC | 0.25% | No change | 684 | $389K |
| Evensky & Katz LLC | 0.02% | Add +16.7% | 684 | $388K |
| Ashford Advisors, LLC | 0.09% | Add +345.8% | 6,250 | $388K |
| Ruane, Cunniff & Goldfarb L.P. | 0.01% | No change | 682 | $387K |
| RFG - Bristol Wealth Advisors, LLC | 0.12% | No change | 682 | $387K |
| Kimelman & Baird, LLC | 0.03% | Add +0.3% | 681 | $387K |
| Guidance Capital, Inc. | 0.11% | Reduce -92.3% | 676 | $386K |
| XTX Topco Ltd | 0.02% | Reduce -35.2% | 680 | $386K |
| Fagan Associates, Inc. | 0.06% | No change | 677 | $384K |
| Lebenthal Global Advisors, LLC | 0.07% | Add +10.8% | 675 | $384K |
| Nautilus Advisors LLC | 0.28% | Add +2.0% | 675 | $384K |
| Iron Gate Global Advisors LLC | 0.04% | Add +0.3% | 671 | $382K |
| Tandem Capital Management Corp. | 0.19% | Add +0.3% | 673 | $382K |
| Inlet Private Wealth, LLC | 0.09% | No change | 672 | $382K |
| Marino, Stram & Associates LLC | 0.08% | Add +6.0% | 671 | $381K |
| MilWealth Group LLC | 0.10% | Reduce -38.0% | 667 | $379K |
| Buckhead Capital Management LLC | 0.15% | No change | 666 | $378K |
| Measured Wealth Private Client Group, LLC | 0.11% | No change | 665 | $378K |
| Oak Family Advisors, LLC | 0.14% | New | 665 | $378K |
| Quantum Financial Planning Services, Inc. | 0.18% | No change | 662 | $376K |
| Camelot Technology Advisors, Inc. | 0.32% | No change | 662 | $376K |
| Stevens Capital Partners | 0.13% | Add +25.5% | 645 | $375K |
| Robinswood Financial LLC | 0.13% | Reduce -0.5% | 660 | $375K |
| Jentner Corp | 0.10% | No change | 660 | $375K |
| Evelyn Partners Investment Management Services Ltd | 0.06% | Reduce -22.4% | 660 | $375K |
| Cornerstone Wealth Advisors, Inc. | 0.10% | No change | 658 | $374K |
| Cim, LLC | 0.05% | Reduce -5.2% | 656 | $373K |
| Pacific Point Advisors, LLC | 0.20% | No change | 656 | $373K |
| Versant Capital Management, Inc | 0.06% | Add +63.9% | 654 | $372K |
| Encompass More Asset Management | 0.09% | Reduce -5.5% | 653 | $371K |
| High Note Wealth, LLC | 0.08% | No change | 650 | $369K |
| Live Oak Investment Partners | 0.28% | Reduce -5.1% | 649 | $369K |
| Willner & Heller, LLC | 0.31% | Reduce -5.8% | 648 | $368K |
| Mirador Capital Partners LP | 0.06% | Add +48.7% | 647 | $368K |
| Tradewinds, LLC. | 0.28% | Reduce -90.2% | 646 | $367K |
| Merkkuri Wealth Advisors LLC | 0.28% | Add +3.7% | 646 | $367K |
| Essential Partners LLC | 0.15% | — | 643 | $365K |
| Bannerman Wealth Management Group, LLC | 0.28% | No change | 643 | $365K |
| Nestegg Advisors, Inc. | 0.35% | Reduce -3.0% | 642 | $365K |
| Chaney Capital Management, Inc. | 0.14% | No change | 641 | $364K |
| Sincerus Advisory, LLC | 0.34% | Add +56.2% | 620 | $363K |
| Canandaigua National Trust Co of Florida | 0.26% | Add +37.7% | 639 | $363K |
| Kellett Wealth Advisors, LLC | 0.24% | No change | 639 | $363K |
| Butensky & Cohen Financial Security, Inc. | 0.11% | Reduce -1.5% | 639 | $363K |
| Successful Portfolios LLC | 0.22% | Add +5.8% | 638 | $363K |
| one8zero8, LLC | 0.09% | Add +78.9% | 637 | $362K |
| Spirit of America Management Corp. | 0.08% | Reduce -10.1% | 624 | $360K |
| Conservest Capital Advisors, Inc. | 0.04% | Reduce -13.7% | 632 | $359K |
| Ayrshire Capital Management LLC | 0.17% | No change | 631 | $358K |
| Lafayette Investments, Inc. | 0.07% | Add +1.3% | 630 | $358K |
| Taylor & Morgan Wealth Management, LLC | 0.24% | Reduce -0.3% | 630 | $358K |
| EWG Elevate Inc. | 0.11% | New | 628 | $357K |
| Paragon Capital Management Ltd | 0.07% | Add +3.0% | 628 | $357K |
| Pioneer Wealth Management Group | 0.13% | Add +56.0% | 627 | $356K |
| United Asset Strategies, Inc. | 0.03% | Add +11.2% | 626 | $355K |
| Pacifica Partners Inc. | 0.14% | Reduce -13.8% | 626 | $355K |
| Nvwm, LLC | 0.09% | Add +52.2% | 624 | $354K |
| One Wealth Advisors, LLC | 0.05% | Add +2.1% | 624 | $354K |
| Kilter Group LLC | 0.19% | No change | 623 | $354K |
| JGP Wealth Management, LLC | 0.04% | Reduce -4.5% | 622 | $353K |
| Lincoln Capital LLC | 0.07% | Add +1.5% | 622 | $353K |
| M1 Capital Management LLC | 0.18% | No change | 622 | $353K |
| Owen LaRue, LLC | 0.15% | Add +3.5% | 622 | $353K |
| Spinnaker Investment Group, LLC | 0.08% | Reduce -33.6% | 622 | $353K |
| Semus Wealth Partners LLC | 0.23% | Reduce -12.6% | 622 | $353K |
| Graham Capital Wealth Management, LLC | 0.39% | Reduce -19.0% | 619 | $352K |
| Arq Wealth Advisors, LLC | 0.12% | No change | 684 | $352K |
| KRS Capital Management, LLC | 0.23% | No change | 618 | $351K |
| Legacy Capital Group California, Inc. | 0.10% | Add +13.8% | 617 | $351K |
| Priebe Wealth Holdings LLC | 0.30% | Reduce -36.4% | 614 | $349K |
| Leeward Financial Partners, LLC | 0.11% | Add +44.2% | 613 | $348K |
| Two West Capital Advisors LLC | 0.23% | Add +11.0% | 594 | $348K |
| Sound Stewardship, LLC | 0.18% | Reduce -0.5% | 612 | $348K |
| Piscataqua Savings Bank | 0.29% | No change | 612 | $348K |
| Silver Oak Wealth Advisors Services, LLC | 0.25% | Add +0.5% | 609 | $346K |
| Seaside Wealth Management, Inc. | 0.11% | No change | 607 | $345K |
| Herold Advisors, Inc. | 0.07% | Reduce -3.0% | 607 | $345K |
| CVFG LLC | 0.27% | Add +37.0% | 603 | $343K |
| Solstein Capital, LLC | 0.18% | New | 603 | $343K |
| James J. Burns & Company, LLC | 0.06% | Add +0.5% | 602 | $342K |
| Exchange Capital Management, Inc. | 0.05% | Reduce -1.6% | 602 | $342K |
| Benin Management CORP | 0.09% | No change | 600 | $341K |
| Ballew Advisors, Inc | 0.20% | Reduce -0.2% | 592 | $341K |
| Arbor Trust Wealth Advisors, LLC | 0.17% | Reduce -7.0% | 596 | $339K |
| McIlrath & Eck, LLC | 0.04% | No change | 596 | $339K |
| Osborne Partners Capital Management, LLC | 0.02% | No change | 595 | $338K |
| Investment Partners Asset Management, Inc. | 0.23% | Reduce -1.7% | 593 | $337K |
| Main Street Research LLC | 0.02% | Reduce -23.4% | 591 | $337K |
| Mycio Wealth Partners, LLC | 0.08% | No change | 591 | $336K |
| Prentice Wealth Management LLC | 0.09% | Add +19.2% | 589 | $335K |
| LWM Advisory Services, LLC | 0.23% | No change | 587 | $333K |
| Verde Capital Management | 0.08% | Add +9.3% | 587 | $333K |
| LGT Financial Advisors LLC | 0.85% | Reduce -8.4% | 587 | $333K |
| IronBridge Private Wealth, LLC | 0.12% | Add +6.5% | 586 | $333K |
| True Link Financial Advisors, LLC | 0.02% | Reduce -27.5% | 585 | $332K |
| Wellington Capital Management, Inc. | 0.50% | — | 585 | $332K |
| Overbrook Management Corp | 0.06% | Reduce -20.5% | 583 | $331K |
| Legacy Financial Group, Inc. | 0.10% | Add +8.4% | 583 | $331K |
| Poinciana Advisors Group, LLC | 0.30% | Reduce -38.6% | 583 | $331K |
| Howard Bailey Securities, LLC | 0.10% | Reduce -87.0% | 582 | $331K |
| Keener Financial Planning LLC | 0.16% | Add +98.0% | 582 | $330K |
| Foronjy Financial LLC | 0.15% | — | 580 | $330K |
| Leading Edge Financial Planning LLC | 0.09% | No change | 578 | $328K |
| Colorado Capital Management, Inc. | 0.14% | Reduce -45.8% | 577 | $328K |
| LVM Capital Management Ltd. | 0.03% | No change | 578 | $328K |
| ABLE Financial Group, LLC | 0.08% | Reduce -4.3% | 576 | $327K |
| Westchester Capital Management, Inc. | 0.08% | Reduce -5.3% | 576 | $327K |
| Drystone LLC | 0.30% | No change | 575 | $327K |
| Covenant Asset Management, LLC | 0.07% | Add +0.9% | 574 | $326K |
| Connors Investor Services Inc. | 0.03% | No change | 572 | $325K |
| Forefront Wealth Management Inc. | 0.26% | No change | 570 | $324K |
| Schnieders Capital Management LLC | 0.06% | Reduce -15.5% | 567 | $322K |
| M. Kulyk & Associates, LLC | 0.07% | No change | 567 | $322K |
| OMNI 360 Wealth, Inc. | 0.20% | Add +0.3% | 567 | $322K |
| Riverbend Wealth Management, LLC | 0.24% | Reduce -17.0% | 566 | $321K |
| Blume Capital Management, Inc. | 0.07% | Add +1.8% | 565 | $321K |
| Lunt Capital Management, Inc. | 0.12% | No change | 564 | $320K |
| Private Wealth Management Group, LLC | 0.11% | Add +3.7% | 562 | $319K |
| Intrepid Financial Planning Group LLC | 0.13% | No change | 562 | $319K |
| Sargent Investment Group, LLC | 0.04% | No change | 548 | $319K |
| Redmond Asset Management, LLC | 0.08% | Reduce -16.2% | 559 | $317K |
| DDD Partners, LLC | 0.03% | Add +40.2% | 558 | $317K |
| Investor's Fiduciary Advisor Network, LLC | 0.12% | New | 559 | $317K |
| Paulson Wealth Management Inc. | 0.08% | Reduce -2.3% | 558 | $317K |
| Hidden Cove Wealth Management, LLC | 0.23% | No change | 556 | $316K |
| Hager Investment Management Services, LLC | 0.19% | No change | 556 | $316K |
| Dynamic Financial Group | 0.30% | Add +21.9% | 556 | $316K |
| Accordant Advisory Group Inc | 0.23% | No change | 555 | $315K |
| Winnacle Wealth LLC | 0.23% | New | 555 | $315K |
| Trexquant Investment LP | 0.00% | Reduce -66.4% | 555 | $315K |
| Sweeney & Michel, LLC | 0.11% | Add +1.3% | 549 | $315K |
| Winch Advisory Services, LLC | 0.08% | Add +4516.7% | 554 | $314K |
| Grove Street Fiduciary, LLC | 0.15% | Reduce -7.5% | 553 | $314K |
| Seelaus Asset Management LLC | 0.28% | Add +7.8% | 553 | $314K |
| Simmons Bank | 0.02% | New | 553 | $314K |
| Cornerstone Advisory, LLC | 0.03% | Add +5.5% | 552 | $314K |
| Prudent Man Investment Management, Inc. | 0.17% | No change | 582 | $314K |
| Two Sigma Securities, LLC | 0.04% | Reduce -92.8% | 552 | $314K |
| Darwin Wealth Management, LLC | 0.11% | Add +0.7% | 551 | $314K |
| Financial Advisory Partners, LLC | 0.10% | Add +4.0% | 551 | $313K |
| Symphony Financial Services, Inc. | 0.19% | No change | 550 | $313K |
| Hobbs Group Advisors, LLC | 0.11% | No change | 549 | $312K |
| Bank of Hawaii | 0.02% | New | 545 | $310K |
| Higgins & Schmidt Wealth Strategies LLC | 0.17% | No change | 545 | $310K |
| Cypress Capital, LLC | 0.09% | Add +0.9% | 545 | $310K |
| Walker Financial Services, Inc. | 0.14% | No change | 544 | $309K |
| jvl associates llc | 0.11% | Reduce -29.3% | 544 | $309K |
| Tobias Financial Advisors, Inc. | 0.05% | Add +17.8% | 543 | $309K |
| West Branch Capital LLC | 0.09% | No change | 542 | $308K |
| L. Roy Papp & Associates, LLP | 0.04% | Reduce -19.9% | 541 | $308K |
| Roof Eidam Maycock Peralta, LLC | 0.08% | No change | 540 | $307K |
| IMS Capital Management | 0.14% | No change | 539 | $306K |
| Morse Asset Management, Inc | 0.07% | No change | 538 | $306K |
| Moller Wealth Partners | 0.07% | No change | 538 | $306K |
| Stewardship Advisors, LLC | 0.08% | No change | 536 | $304K |
| Blue Zone Wealth Advisors, LLC | 0.08% | Reduce -25.8% | 536 | $304K |
| Clear Harbor Asset Management, LLC | 0.02% | Reduce -30.8% | 535 | $304K |
| Bond & Devick Financial Network, Inc. | 0.10% | Add +0.4% | 535 | $304K |
| Private Capital Advisors, Inc. | 0.04% | No change | 535 | $304K |
| Atlantic Private Wealth, LLC | 0.20% | Reduce -27.8% | 534 | $303K |
| Napa Wealth Management | 0.15% | Reduce -36.6% | 534 | $303K |
| Novak & Powell Financial Services, Inc. | 0.21% | Add +2.7% | 532 | $302K |
| Vermillion & White Wealth Management Group, LLC | 0.20% | Add +4.5% | 532 | $302K |
| Fourth Dimension Wealth, LLC | 0.13% | No change | 530 | $301K |
| Patton Fund Management, Inc. | 0.07% | No change | 530 | $301K |
| Hibernia Wealth Partners, LLC | 0.11% | New | 528 | $300K |
| Cushing Capital Partners, LLC | 0.25% | Reduce -19.2% | 527 | $300K |
| Emergent Wealth Advisors, LLC | 0.19% | No change | 528 | $300K |
| Westwood Wealth Management | 0.10% | New | 528 | $300K |
| Lauterbach Financial Advisors, LLC | 0.16% | Reduce -9.9% | 527 | $299K |
| Stage Harbor Financial, LLC | 0.24% | Reduce -75.7% | 523 | $297K |
| Morton Community Bank | 0.07% | New | 523 | $297K |
| Chancellor Financial Group WB LP | 0.23% | Add +13.4% | 523 | $297K |
| Ironwood Wealth Management, LLC. | 0.11% | Add +23.1% | 522 | $297K |
| Rogco, LP | 0.11% | Reduce -1.9% | 522 | $297K |
| Atlas Private Wealth Advisors | 0.04% | Reduce -44.3% | 521 | $296K |
| Penobscot Investment Management Company, Inc. | 0.03% | No change | 520 | $296K |
| Droms Strauss Advisors Inc. /Mo/ | 0.09% | No change | 520 | $296K |
| Pacific Wealth Management | 0.15% | No change | 520 | $295K |
| Westside Investment Management, Inc. | 0.05% | Reduce -29.6% | 519 | $295K |
| Aspiring Ventures, LLC | 0.14% | New | 519 | $295K |
| Swisher Financial Concepts, Inc. | 0.19% | Add +2.8% | 519 | $295K |
| Ehrlich Financial Group | 0.19% | Reduce -21.3% | 517 | $294K |
| Clarity Financial LLC | 0.03% | Reduce -5.1% | 517 | $294K |
| Gen-Wealth Partners Inc | 0.11% | No change | 515 | $293K |
| Hummer Financial Advisory Services Inc | 0.22% | Reduce -4.7% | 513 | $292K |
| Carolina Wealth Advisors, LLC | 0.14% | No change | 513 | $291K |
| Pacific Financial Group Inc. | 0.23% | Reduce -1.4% | 510 | $290K |
| Laraway Financial Advisors Inc | 0.22% | Add +5.2% | 509 | $289K |
| White Knight Strategic Wealth Advisors, LLC | 0.25% | Reduce -0.2% | 509 | $289K |
| Shepherd Kaplan Krochuk, LLC | 0.25% | Reduce -56.1% | 508 | $289K |
| Joule Financial, LLC | 0.09% | Add +1.6% | 506 | $288K |
| Prodigy Asset Management LLC | 0.19% | No change | 506 | $288K |
| Pinnacle Wealth Management Group, Inc. | 0.16% | No change | 506 | $288K |
| Stuart Chaussee & Associates, Inc. | 0.06% | No change | 505 | $287K |
| Guardian Partners Inc. | 0.03% | Add +6.4% | 500 | $287K |
| Oxinas Partners, LLC | 0.15% | Add +7.9% | 505 | $287K |
| Hofer & Associates. Inc | 0.18% | Reduce -0.8% | 504 | $286K |
| Waycross Investment Management Co | 0.30% | No change | 503 | $286K |
| Norden Group LLC | 0.03% | Add +11.3% | 501 | $285K |
| Fairfield, Bush & Co. | 0.16% | New | 500 | $284K |
| East Coast Asset Management, LLC. | 0.09% | No change | 500 | $284K |
| Meritas Wealth Management, LLC | 0.16% | No change | 500 | $284K |
| Lantern Wealth Advisors, LLC | 0.17% | — | 499 | $283K |
| Goepper Burkhardt LLC | 0.10% | Add +5.3% | 495 | $281K |
| American Financial Advisors, LLC | 0.04% | Add +2.1% | 494 | $280K |
| Caitlin John, LLC | 0.26% | Add +2.5% | 494 | $280K |
| Seneca House Advisors | 0.12% | Add +9.6% | 491 | $279K |
| Capital Counsel LLC | 0.01% | Reduce -6.7% | 488 | $277K |
| 1832 Asset Management L.P. | 0.00% | No change | 487 | $277K |
| Opal Wealth Advisors, LLC | 0.08% | Reduce -5.6% | 486 | $276K |
| ESL Trust Services, LLC | 0.06% | No change | 486 | $276K |
| Hemenway Trust Co LLC | 0.02% | No change | 485 | $275K |
| McNamara Financial Services, Inc. | 0.05% | Reduce -1.4% | 484 | $275K |
| Knights of Columbus Asset Advisors LLC | 0.02% | Reduce -6.4% | 484 | $275K |
| Spectrum Financial Alliance Ltd LLC | 0.07% | New | 469 | $274K |
| Curio Wealth, LLC | 0.12% | Add +11950.0% | 482 | $274K |
| Strategic Equity Management | 0.10% | New | 481 | $273K |
| Rodgers & Associates, LTD | 0.03% | New | 481 | $273K |
| Peninsula Asset Management Inc. | 0.14% | Reduce -27.8% | 480 | $273K |
| Aurdan Capital Management, LLC | 0.09% | New | 479 | $272K |
| Tanglewood Legacy Advisors, LLC | 0.11% | No change | 478 | $272K |
| Palo Alto Wealth Advisors, LLC | 0.10% | No change | 476 | $271K |
| Stolper Co | 0.09% | Reduce -0.8% | 476 | $270K |
| O'ROURKE & COMPANY, Inc | 0.13% | Add +1.1% | 475 | $270K |
| Whipplewood Advisors, LLC | 0.15% | Reduce -16.3% | 474 | $269K |
| Windsor Capital Management, LLC | 0.08% | No change | 474 | $269K |
| Mainstay Capital Management LLC | 0.01% | New | 474 | $269K |
| Centerpoint Advisors, LLC | 0.09% | Reduce -1.7% | 473 | $269K |
| Hilltop Wealth Advisors, LLC | 0.15% | No change | 471 | $267K |
| Bay Capital Advisors, LLC | 0.20% | No change | 469 | $267K |
| Divergent Planning, LLC | 0.08% | New | 469 | $266K |
| Winebrenner Capital Management LLC | 0.21% | No change | 468 | $266K |
| Gilliland Jeter Wealth Management LLC | 0.09% | Add +9.3% | 468 | $266K |
| Fortem Financial Group, LLC | 0.09% | New | 466 | $265K |
| Net Worth Advisory Group | 0.06% | New | 465 | $264K |
| United Bank | 0.10% | New | 465 | $264K |
| Cornerstone Enterprises, LLC | 0.14% | Add +4.5% | 464 | $264K |
| Wealthspan Partners, LLC | 0.11% | New | 463 | $263K |
| Fluent Financial, LLC | 0.11% | Reduce -93.6% | 463 | $263K |
| Tiemann Investment Advisors, LLC | 0.11% | No change | 461 | $262K |
| Godsey & Gibb, Inc. | 0.02% | Reduce -10.8% | 460 | $261K |
| Riverstone Advisors, LLC | 0.14% | No change | 460 | $261K |
| Smith & Howard Wealth Management, LLC | 0.07% | No change | 460 | $261K |
| Waterford Advisors, LLC | 0.10% | Add +18.9% | 722 | $261K |
| Brian Low Financial Group, LLC | 0.24% | — | 459 | $261K |
| PMG Wealth Management, Inc. | 0.22% | Add +4.6% | 459 | $261K |
| Bravias Capital Group, LLC | 0.19% | Reduce -50.9% | 458 | $260K |
| Atlas Brown,Inc. | 0.08% | Add +6.5% | 457 | $260K |
| ONE Advisory Partners, LLC | 0.09% | New | 445 | $259K |
| Copley Financial Group, Inc. | 0.19% | Add +0.7% | 456 | $259K |
| ZEGA Investments, LLC | 0.06% | Add +13.9% | 451 | $256K |
| Outlook Wealth Advisors, LLC | 0.07% | New | 451 | $256K |
| M. Kraus & Co | 0.07% | No change | 450 | $256K |
| Tenret Co LLC | 0.14% | No change | 449 | $255K |
| Team Hewins, LLC | 0.09% | No change | 447 | $255K |
| Ramirez Asset Management, Inc. | 0.04% | New | 448 | $254K |
| Hutchinson Financial Advisors, INC | 0.28% | — | 445 | $253K |
| MRWM Advisors, LLC | 0.16% | Add +12.7% | 445 | $253K |
| Centennial Wealth Advisory LLC | 0.08% | No change | 445 | $253K |
| Planning Center, Inc. | 0.03% | Reduce -2.4% | 443 | $252K |
| Financial Alternatives, Inc | 0.16% | New | 441 | $251K |
| Platt Investment Counsel, LLC | 0.24% | No change | 441 | $251K |
| Sicart Associates LLC | 0.09% | Reduce -55.5% | 441 | $251K |
| Patron Partners, LLC | 0.12% | Reduce -41.9% | 440 | $250K |
| Cutler Investment Counsel LLC | 0.03% | Reduce -18.6% | 438 | $250K |
| Uhlmann Price Securities, LLC | 0.18% | New | 439 | $249K |
| Avant Capital LLC | 0.19% | Reduce -0.2% | 438 | $249K |
| Clarendon Private LLC | 0.24% | Add +5.0% | 437 | $248K |
| Abbot Financial Management, Inc. | 0.11% | New | 435 | $247K |
| Manhattan West Asset Management, LLC | 0.06% | Reduce -2.5% | 434 | $247K |
| Beese Fulmer Investment Management, Inc. | 0.02% | New | 434 | $247K |
| Ballast, Inc. | 0.06% | No change | 434 | $247K |
| Scott & Selber, Inc. | 0.07% | No change | 433 | $246K |
| RIA Advisory Group LLC | 0.07% | Add +2.4% | 433 | $246K |
| Bayshore Asset Management, LLC | 0.11% | No change | 432 | $245K |
| Maltin Wealth Management, Inc. | 0.11% | Reduce -6.1% | 431 | $245K |
| James Reed Financial Services, Inc. | 0.22% | No change | 430 | $244K |
| Leisure Capital Management | 0.09% | Reduce -41.1% | 430 | $244K |
| Nia Impact Advisors, LLC | 0.08% | New | 430 | $244K |
| Marathon Capital Management | 0.06% | New | 430 | $244K |
| Vertex Planning Partners, LLC | 0.05% | Reduce -23.8% | 429 | $244K |
| Northstar Financial Companies, Inc. | 0.25% | Reduce -11.2% | 429 | $244K |
| Hiley Hunt Wealth Management | 0.12% | New | 425 | $242K |
| Waterway Wealth Management, LLC | 0.07% | Add +1.9% | 425 | $242K |
| Security National Bank of Sioux City Iowa | 0.17% | Reduce -1.6% | 424 | $241K |
| S&co Inc. | 0.02% | No change | 423 | $240K |
| Capital Insight Partners, LLC | 0.04% | Reduce -0.5% | 422 | $240K |
| Wealth Preservation Advisors, LLC | 0.15% | Add +6933.3% | 422 | $240K |
| Rollins Financial Advisors, LLC | 0.04% | Reduce -0.2% | 421 | $239K |
| Samlyn Capital, LLC | 0.00% | Add +5.0% | 421 | $239K |
| Banque Cantonale Vaudoise | 0.01% | No change | 421 | $239K |
| Live Oak Private Wealth LLC | 0.04% | No change | 418 | $238K |
| Twelve Points Wealth Management LLC | 0.06% | Add +3.5% | 418 | $238K |
| Greater Midwest Financial Group, LLC | 0.18% | Reduce -19.5% | 418 | $238K |
| Gratus Wealth Advisors, LLC | 0.04% | No change | 418 | $237K |
| Transcendent Capital Group LLC | 0.12% | Add +4.5% | 417 | $237K |
| Private Management Group Inc. | 0.01% | New | 416 | $236K |
| WPWealth LLP | 0.04% | New | 416 | $236K |
| Bellevue Asset Management, LLC | 0.11% | Add +9.5% | 414 | $236K |
| Riggs Asset Managment Co. Inc. | 0.06% | Reduce -26.5% | 413 | $235K |
| Flagship Private Wealth, LLC | 0.10% | No change | 413 | $235K |
| Financial Guidance Group, Inc. | 0.11% | No change | 413 | $235K |
| Aire Advisors, LLC | 0.05% | Reduce -0.5% | 413 | $234K |
| Northside Capital Management, LLC | 0.02% | No change | 412 | $234K |
| Silver Oak Advisory Group, Inc. | 0.11% | Reduce -4.2% | 413 | $234K |
| ARK & TLK Investments, LLC | 0.07% | No change | 411 | $234K |
| Powell Investment Advisors, LLC | 0.09% | No change | 410 | $233K |
| Strengthening Families & Communities, LLC | 0.13% | Reduce -4.6% | 453 | $233K |
| Seneca Financial Advisors LLC | 0.09% | Add +0.7% | 409 | $233K |
| FORM Wealth Advisors, LLC | 0.03% | No change | 409 | $232K |
| Benson Investment Management Company, Inc. | 0.09% | New | 408 | $232K |
| PUREfi Wealth, LLC | 0.18% | No change | 407 | $231K |
| Paces Ferry Wealth Advisors, LLC | 0.11% | No change | 407 | $231K |
| Searle & Co. | 0.07% | New | 405 | $230K |
| Tempus Wealth Planning, LLC | 0.06% | New | 405 | $230K |
| Resurgent Financial Advisors LLC | 0.13% | Add +2.3% | 404 | $229K |
| WJ Wealth Management, LLC | 0.07% | Reduce -12.9% | 404 | $229K |
| BankPlus Trust Department | 0.07% | No change | 404 | $229K |
| Brown Miller Wealth Management, LLC | 0.07% | New | 404 | $229K |
| LWM Advisors Inc. | 0.26% | No change | 402 | $228K |
| Wells Financial Advisors INC | 0.31% | No change | 400 | $227K |
| General Partner, Inc. | 0.13% | No change | 400 | $227K |
| Planwiser Financial, LLC | 0.19% | Reduce -12.4% | 388 | $227K |
| Archer Investment Management, LLC | 0.16% | Add +2.0% | 398 | $226K |
| Hobart Private Capital, LLC | 0.05% | No change | 398 | $226K |
| Lee Danner & Bass Inc. | 0.02% | No change | 398 | $226K |
| SevenBridge Financial Group, LLC | 0.04% | No change | 382 | $226K |
| David J Yvars Group | 0.13% | Add +0.3% | 397 | $225K |
| Redwood Financial Network Corp | 0.15% | No change | 396 | $225K |
| Old Port Advisors | 0.06% | Reduce -12.0% | 396 | $225K |
| Fogel Capital Management, Inc. | 0.12% | New | 396 | $225K |
| Voisard Asset Management Group, Inc. | 0.06% | No change | 395 | $225K |
| Salus Financial Advisors, LLC | 0.15% | New | 395 | $224K |
| RMR Capital Management, LLC | 0.16% | Add +0.5% | 395 | $224K |
| Harbour Capital Advisors, LLC | 0.05% | New | 393 | $224K |
| Warburton Capital Management, LLC | 0.13% | New | 385 | $224K |
| Hunter Associates Investment Management LLC | 0.03% | New | 394 | $224K |
| Boomfish Wealth Group, LLC | 0.13% | New | 394 | $224K |
| Birchcreek Wealth Management, LLC | 0.13% | No change | 394 | $224K |
| Financial Security Advisor, Inc. | 0.05% | New | 392 | $223K |
| Endowment Wealth Management, Inc. | 0.12% | New | 393 | $223K |
| Park Edge Advisors, LLC | 0.06% | Reduce -28.5% | 392 | $223K |
| Blue Investment Partners LLC | 0.08% | New | 390 | $222K |
| Willis Investment Counsel | 0.01% | New | 389 | $221K |
| Ellenbecker Investment Group | 0.04% | Reduce -4.0% | 387 | $220K |
| Grassi Investment Management | 0.02% | New | 387 | $220K |
| Elgethun Capital Management | 0.04% | Add +0.5% | 387 | $220K |
| Great Waters Wealth Management | 0.03% | Reduce -14.4% | 385 | $219K |
| LVZ, Inc. | 0.03% | New | 382 | $217K |
| Signature Wealth Management Partners, LLC | 0.12% | New | 381 | $216K |
| Nova R Wealth, Inc. | 0.10% | New | 381 | $216K |
| Seven Post Investment Office LP | 0.08% | Reduce -5.0% | 380 | $216K |
| Burton Enright Welch | 0.04% | New | 379 | $215K |
| Greenup Street Wealth Management LLC | 0.04% | New | 378 | $215K |
| Carr Financial Group Corp | 0.06% | New | 377 | $214K |
| Affinity Wealth Management LLC | 0.03% | New | 375 | $213K |
| Avaii Wealth Management, LLC | 0.09% | New | 371 | $211K |
| Ramsay, Stattman, Vela & Price, Inc. | 0.04% | Reduce -11.9% | 371 | $211K |
| Grant Street Asset Management, Inc. | 0.05% | Reduce -10.4% | 370 | $210K |
| Rockline Wealth Management, LLC | 0.05% | New | 369 | $210K |
| Randolph Co Inc | 0.02% | New | 368 | $209K |
| Copia Wealth Management | 0.18% | Reduce -31.6% | 368 | $209K |
| Arvest Bank Trust Division | 0.01% | New | 366 | $208K |
| SWP Financial LLC | 0.11% | Reduce -25.1% | 365 | $207K |
| Banque Transatlantique SA | 0.01% | New | 365 | $207K |
| Satovsky Asset Management LLC | 0.04% | Reduce -15.8% | 363 | $206K |
| Allodium Investment Consultants, LLC | 0.13% | New | 363 | $206K |
| Knuff & Co LLC | 0.06% | Reduce -9.0% | 363 | $206K |
| Traub Capital Management LLC | 0.19% | — | 362 | $206K |
| GK Wealth Management LLC | 0.20% | New | 358 | $204K |
| MGB Wealth Management, LLC | 0.07% | Add +3480.0% | 358 | $203K |
| Courage Miller Partners, LLC | 0.06% | New | 356 | $202K |
| Moneywise, Inc. | 0.09% | New | 356 | $202K |
| Compass Financial Group, Inc. | 0.10% | New | 355 | $202K |
| Aureus Asset Management, LLC | 0.01% | New | 354 | $201K |
| Motco | 0.02% | Add +168.2% | 346 | $201K |
| Commonwealth Financial Services, LLC | 0.04% | New | 353 | $201K |
| Mason & Associates, LLC | 0.05% | New | 353 | $201K |
| Union Savings Bank | 0.09% | No change | 336 | $195K |
| Christopher J. Hasenberg, Inc | 0.07% | Reduce -79.0% | 343 | $195K |
| Provident Wealth Management, LLC | 0.06% | No change | 343 | $195K |
| Tucker Asset Management LLC | 0.06% | Add +18.5% | 340 | $193K |
| Crowley Wealth Management, Inc. | 0.17% | Add +1016.7% | 335 | $190K |
| Cary Street Partners Investment Advisory LLC | 0.09% | Reduce -0.3% | 330 | $187K |
| Aspect Partners, LLC | 0.09% | Reduce -87.5% | 328 | $186K |
| Field & Main Bank | 0.06% | No change | 322 | $183K |
| Hoey Investments, Inc. | 0.03% | Reduce -16.9% | 319 | $181K |
| Wagner Wealth Management, LLC | 0.04% | Add +4.6% | 317 | $180K |
| Joseph Group Capital Management | 0.06% | Add +35.6% | 305 | $173K |
| Financial Gravity Companies, Inc. | 0.03% | — | 297 | $169K |
| Register Financial Advisors LLC | 0.07% | No change | 297 | $169K |
| Optimum Investment Advisors | 0.07% | No change | 295 | $168K |
| Roxbury Financial LLC | 0.16% | No change | 290 | $165K |
| Kings Path Partners LLC | 0.07% | Reduce -5.6% | 288 | $164K |
| Pin Oak Investment Advisors Inc. | 0.13% | Reduce -10.9% | 311 | $159K |
| 2UniFi Bank | 0.09% | Add +5.3% | 279 | $158K |
| American National Bank & Trust | 0.02% | Add +33.8% | 277 | $157K |
| Elevation Wealth Partners, LLC | 0.06% | Add +113.4% | 271 | $154K |
| Inlight Wealth Management, LLC | 0.08% | Add +97.8% | 271 | $154K |
| IFS Advisors, LLC | 0.11% | Reduce -8.3% | 265 | $151K |
| AllSquare Wealth Management LLC | 0.08% | No change | 256 | $145K |
| Centennial Bank | 0.06% | No change | 254 | $144K |
| North Capital, Inc. | 0.12% | Reduce -21.4% | 253 | $143K |
| Avalon Trust Co | 0.01% | No change | 245 | $139K |
| Stone House Investment Management, LLC | 0.03% | Add +142.6% | 245 | $139K |
| REAP Financial Group, LLC | 0.03% | Add +11.9% | 244 | $139K |
| Rowlandmiller & Partners.adv | 0.03% | No change | 238 | $136K |
| WFA Asset Management Corp | 0.08% | Add +7.2% | 269 | $134K |
| Chesapeake Asset Management LLC | 0.12% | Reduce -6.0% | 236 | $134K |
| Frisco Financial Planning LLC | 0.12% | No change | 236 | $134K |
| CGC Financial Services, LLC | 0.04% | Add +67.1% | 234 | $133K |
| Family Legacy Financial Solutions, LLC | 0.11% | — | 233 | $132K |
| Jackson Hole Capital Partners, LLC | 0.02% | No change | 230 | $131K |
| Chelsea Counsel Co. | 0.06% | No change | 228 | $130K |
| Wood Tarver Financial Group, LLC | 0.04% | Add +8.0% | 229 | $129K |
| Breakwater Investment Management | 0.05% | No change | 219 | $124K |
| Capital Advisors, Ltd. LLC | 0.02% | Reduce -27.6% | 218 | $124K |
| Westend Capital Management, LLC | 0.04% | Reduce -35.7% | 218 | $124K |
| BTG Pactual Asset Management US LLC | 0.02% | No change | 211 | $120K |
| Accredited Wealth Management, LLC | 0.09% | Reduce -4.7% | 205 | $117K |
| PFS Partners, LLC | 0.06% | No change | 202 | $115K |
| Gold Investment Management Ltd. | 0.04% | No change | 199 | $113K |
| Dogwood Wealth Management LLC | 0.05% | Reduce -56.6% | 197 | $112K |
| Game Plan Financial Advisors, LLC | 0.05% | No change | 197 | $112K |
| Clarity Asset Management, Inc. | 0.07% | Add +238.6% | 193 | $109K |
| Deane Retirement Strategies, Inc. | 0.05% | Add +84.6% | 192 | $109K |
| WPG Advisers, LLC | 0.09% | Add +63.8% | 190 | $108K |
| Matrix Private Capital Group LLC | 0.06% | Add +184.6% | 185 | $106K |
| Pinney & Scofield, Inc. | 0.07% | No change | 183 | $104K |
| Global Trust Asset Management, LLC | 0.06% | Reduce -1.6% | 183 | $104K |
| Capital Investment Counsel, Inc | 0.01% | No change | 180 | $102K |
| FSA Wealth Management LLC | 0.04% | Add +0.3% | 959 | $101K |
| CarsonAllaria Wealth Management, Ltd. | 0.05% | Add +16.0% | 174 | $99K |
| Bank & Trust Co | 0.08% | No change | 172 | $98K |
| CNB Bank | 0.04% | No change | 164 | $93K |
| Park Square Financial Group, LLC | 0.07% | Reduce -20.1% | 163 | $93K |
| Burkett Financial Services, LLC | 0.03% | Reduce -32.6% | 163 | $93K |
| Costello Asset Management, INC | 0.03% | Add +6.1% | 156 | $89K |
| Woodard & Co. Asset Management Group Inc. | 0.02% | No change | 152 | $86K |
| Chung Wu Investment Group, LLC | 0.09% | New | 150 | $85K |
| Acima Private Wealth, LLC | 0.03% | No change | 150 | $85K |
| Goodman Advisory Group, LLC | 0.03% | Reduce -2.0% | 150 | $85K |
| Mechanics Financial Corp | 0.04% | Add +8.0% | 149 | $85K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.03% | Add +496.0% | 149 | $84K |
| Briaud Financial Planning Inc | 0.03% | No change | 145 | $82K |
| Truvestments Capital LLC | 0.02% | No change | 142 | $81K |
| Vision Financial Markets LLC | 0.08% | No change | 141 | $80K |
| Pflug Koory, LLC | 0.04% | Add +4533.3% | 139 | $79K |
| Your Advocates Ltd., LLP | 0.03% | No change | 138 | $79K |
| Lummis Asset Management, LP | 0.05% | No change | 133 | $76K |
| Putney Financial Group LLC | 0.08% | Add +69.2% | 132 | $75K |
| Financial Network Wealth Advisors LLC | 0.09% | No change | 129 | $73K |
| Punch & Associates Investment Management, Inc. | 0.00% | Add +108.1% | 129 | $73K |
| Founders Capital Management | 0.04% | No change | 128 | $73K |
| SIMA Wealth Partners, LLC | 0.06% | Reduce -9.9% | 127 | $72K |
| Morton Brown Family Wealth, LLC | 0.02% | No change | 120 | $68K |
| 1620 Investment Advisors, Inc. | 0.05% | Add +14.6% | 118 | $67K |
| EPG Wealth Management LLC | 0.02% | Add +38.5% | 115 | $65K |
| Navigoe, LLC | 0.05% | No change | 114 | $64K |
| Marshall & Sterling Wealth Advisors Inc. | 0.04% | Add +1.9% | 108 | $60K |
| Kozak & Associates, Inc. | 0.01% | Add +377.3% | 105 | $60K |
| Zeit Capital LLC | 0.04% | No change | 102 | $58K |
| FWL Investment Management, LLC | 0.02% | Reduce -13.0% | 100 | $57K |
| Harbor Asset Planning, Inc. | 0.05% | — | 97 | $55K |
| Lynch Asset Management, Inc. | 0.02% | New | 97 | $55K |
| Legacy Investment Solutions, LLC | 0.03% | — | 96 | $55K |
| Legacy Wealth Managment, LLC | 0.03% | Add +1.1% | 96 | $55K |
| Vestor Capital, LLC | 0.00% | Reduce -77.4% | 422 | $54K |
| Pension & Wealth Management Advisors, Inc. | 0.02% | Add +3033.3% | 94 | $54K |
| Kennebec Savings Bank | 0.05% | Reduce -5.0% | 94 | $53K |
| West Oak Capital, LLC | 0.03% | Add +10.7% | 93 | $53K |
| Kiker Wealth Management, LLC | 0.03% | No change | 91 | $52K |
| Elevate Wealth Advisory, Inc. | 0.04% | No change | 90 | $52K |
| Eukles Asset Management | 0.02% | No change | 90 | $51K |
| Sherman Asset Management, Inc. | 0.04% | Reduce -1.1% | 88 | $50K |
| Bay Harbor Wealth Management, LLC | 0.01% | Add +800.0% | 72 | $41K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.06% | Reduce -47.3% | 69 | $39K |
| Atwood & Palmer Inc. | 0.00% | Reduce -1.6% | 60 | $34K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 57 | $32K |
| Bernard Wealth Management Corp. | 0.01% | New | 54 | $30K |
| Premier Financial Group | 0.01% | — | 51 | $30K |
| Front Row Advisors LLC | 0.01% | Add +900.0% | 50 | $28K |
| Ballast Advisors LLC | 0.01% | Add +20.0% | 48 | $28K |
| Redmont Wealth Advisors LLC | 0.04% | Reduce -14.3% | 48 | $27K |
| Rise Advisors, LLC | 0.01% | Add +9.5% | 46 | $26K |
| Quaker Wealth Management, LLC | 0.01% | — | 46 | $26K |
| Thompson Investment Management, Inc. | 0.00% | Add +15.8% | 44 | $25K |
| Innovative Advisory Group, LLC | 0.02% | No change | 43 | $24K |
| United Community Bank | 0.01% | New | 40 | $23K |
| Legacy Advisors, LLC | 0.36% | — | 12,896 | $23K |
| Contravisory Investment Management, Inc. | 0.00% | Add +34.5% | 39 | $22K |
| Horrell Capital Management, Inc. | 0.01% | No change | 38 | $22K |
| Milestone Investment Advisors LLC | 0.01% | No change | 37 | $21K |
| Garland Capital Management Inc. | 0.06% | Reduce -50.0% | 36 | $20K |
| Bare Financial Services, Inc | 0.01% | No change | 28 | $16K |
| Aviso Financial Inc. | 0.00% | No change | 28 | $16K |
| 1 North Wealth Services LLC | 0.01% | Add +0.0% | 26 | $15K |
| Strategic Wealth Investment Group, LLC | 0.02% | New | 26 | $15K |
| SJS Investment Consulting Inc. | 0.00% | Add +25.0% | 25 | $14K |
| Broadwater Capital Management LLC | 0.01% | Add +68065.0% | 13,633 | $14K |
| Hughes Financial Services, LLC | 0.00% | No change | 23 | $13K |
| Arvest Investments, Inc. | 0.00% | No change | 18 | $10K |
| Murphy & Mullick Capital Management Corp | 0.01% | New | 17 | $10K |
| Valued Wealth Advisors LLC | 0.01% | No change | 17 | $10K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 17 | $10K |
| Delos Wealth Advisors, LLC | 0.01% | New | 15 | $9K |
| Horizon Financial Services, LLC | 0.00% | No change | 13 | $7K |
| ROSS\JOHNSON & Associates LLC | 0.15% | No change | 13 | $7K |
| Rice Partnership, LLC | 0.00% | No change | 12 | $7K |
| NewSquare Capital LLC | 0.00% | Add +900.0% | 10 | $6K |
| True Wealth Design, LLC | 0.00% | No change | 9 | $5K |
| Bradley & Co. Private Wealth Management, LLC | 0.00% | No change | 9 | $5K |
| Aberdeen Wealth Management LLC | 0.00% | No change | 7 | $4K |
| Safe Harbor Fiduciary, LLC | 0.00% | New | 6 | $3K |
| Principia Wealth Advisory, LLC | 0.00% | No change | 6 | $3K |
| Gould Capital, LLC | 0.00% | No change | 6 | $3K |
| Friedenthal Financial | 0.00% | No change | 5 | $3K |
| Perritt Capital Management Inc | 0.00% | No change | 5 | $3K |
| POM Investment Strategies, LLC | 0.00% | No change | 4 | $2K |
| Aventus Investment Advisors, Inc. | 0.00% | — | 4 | $2K |
| Covestor Ltd | 0.00% | No change | 3 | $2K |
| Windsor Advisory Group, LLC | 0.00% | Reduce -99.5% | 3 | $2K |
| Barnes Dennig Private Wealth Management LLC | 0.00% | New | 2 | $1K |
| Capital A Wealth Management, LLC | 0.01% | Reduce -98.9% | 3 | $1K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 2 | $1K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 2 | $1K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -99.9% | 1 | $649 |
| New England Capital Financial Advisors LLC | 0.00% | New | 1 | $569 |
| Wellington Shields & Co., LLC | 0.00% | No change | 1 | $568 |
"% 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.