Vanguard S&P 500 ETFVOOETF
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 3,467 institutions reported holding Vanguard S&P 500 ETF (VOO) in their 13F filings, up 76 from Q2 2025. 173 opened new positions and 78 sold out. The largest holders were Vanguard Group Inc. ($23.2B), Raymond James Financial Inc. ($17.3B) and JPMorgan Chase & Co. ($16.7B). 10 famous investors held it, including Prem Watsa (1.7% of Fairfax Financial Holdings's portfolio), Leon Cooperman (0.8% 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 173 | $1.1B |
| Exits | 78 | $1.9B |
All 13F filers, Q2 2025 → Q3 2025: 28,330,077 shares bought and 17,158,506 shares sold, net +11,171,571 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3,467 holders
| Vanguard Group Inc. | 0.35% | Add +3.2% | 37,926,577 | $23.2B |
| Raymond James Financial Inc. | 5.58% | Reduce -0.6% | 28,328,071 | $17.3B |
| JPMorgan Chase & Co. | 1.06% | Reduce -3.3% | 27,247,346 | $16.7B |
| California Public Employees Retirement System | 9.52% | Add +0.3% | 25,959,252 | $15.9B |
| Bank of America Corp. | 1.19% | Add +3.4% | 25,941,576 | $15.9B |
| Morgan Stanley | 0.94% | Add +9.1% | 25,449,929 | $15.6B |
| Jones Financial Companies LLLP | 5.73% | Add +4.6% | 13,791,786 | $8.4B |
| Goldman Sachs Group Inc. | 1.19% | Add +2.2% | 13,465,794 | $8.2B |
| Acorns Advisers, LLC | 43.33% | Add +1.7% | 8,995,662 | $5.5B |
| Envestnet Asset Management Inc. | 1.55% | Reduce -26.3% | 8,793,364 | $5.4B |
| LPL Financial LLC | 1.13% | Add +3.7% | 6,342,201 | $3.9B |
| Wells Fargo & Company | 0.73% | Add +3.2% | 5,857,229 | $3.6B |
| Ameriprise Financial Inc. | 0.70% | Reduce -6.5% | 4,968,898 | $3.0B |
| Mercer Global Advisors Inc. | 5.03% | Add +6.0% | 4,916,729 | $3.0B |
| Cerity Partners LLC | 4.37% | Add +2.8% | 4,401,078 | $2.7B |
| UBS Group AG | 0.49% | Add +1.6% | 4,093,689 | $2.5B |
| Royal Bank of Canada | 0.39% | Reduce -13.6% | 3,582,412 | $2.2B |
| Assetmark, Inc. | 4.41% | Add +3.0% | 3,358,967 | $2.1B |
| Citigroup Inc. | 1.37% | Add +1.9% | 3,233,266 | $2.0B |
| Clal Insurance Enterprises Holdings Ltd | 13.70% | Add +42.7% | 2,933,698 | $1.8B |
| National Mutual Insurance Federation of Agricultural Cooperatives | 13.59% | No change | 2,925,650 | $1.8B |
| Moneta Group Investment Advisors LLC | 13.71% | Add +543.9% | 2,816,882 | $1.7B |
| HighTower Advisors, LLC | 1.85% | Add +3.9% | 2,656,702 | $1.6B |
| Focus Partners Wealth | 2.48% | Add +61.7% | 2,504,012 | $1.5B |
| Teacher Retirement System of Texas | 6.15% | Add +266.9% | 2,499,229 | $1.5B |
| Cambridge Associates LLC /Ma/ | 27.98% | Add +5.4% | 2,491,448 | $1.5B |
| Corient Private Wealth LP | 2.37% | Add +9.6% | 2,467,639 | $1.5B |
| Northwestern Mutual Wealth Management Co. | 1.00% | Add +5.1% | 2,459,435 | $1.5B |
| Wealthspire Advisors, LLC | 7.40% | Reduce -0.1% | 2,309,620 | $1.4B |
| FJ Investments, LLC | 85.67% | Add +0.0% | 2,165,745 | $1.3B |
| E-L Financial Corp Ltd | 100.00% | Add +0.0% | 1,479,861 | $1.3B |
| Trans-Canada Capital Inc. | 75.85% | Add +15.7% | 2,031,713 | $1.2B |
| Cliftonlarsonallen Wealth Advisors, LLC | 19.52% | Add +1.7% | 2,019,365 | $1.2B |
| Truist Financial Corp. | 1.67% | Reduce -0.8% | 2,017,461 | $1.2B |
| Cambridge Investment Research Advisors, Inc. | 3.29% | Add +6.3% | 1,955,277 | $1.2B |
| Cetera Investment Advisers | 1.32% | Add +18.1% | 1,848,288 | $1.1B |
| Envestnet Portfolio Solutions, Inc. | 4.12% | Add +0.5% | 1,824,955 | $1.1B |
| Glenmede Investment Management, LP | 5.00% | Add +4.3% | 1,691,433 | $1.0B |
| Mirae Asset Global Investments Co., Ltd. | 3.22% | Reduce -31.4% | 1,678,051 | $1.0B |
| Pathstone Holdings, LLC | 3.89% | Reduce -1.0% | 1,662,115 | $1.0B |
| Alberta Investment Management Corp | 7.88% | Add +39.2% | 1,594,262 | $976.3M |
| Investure, LLC | 59.49% | Add +32.6% | 1,570,429 | $961.7M |
| Stifel Financial Corp. | 0.88% | Add +2.1% | 1,567,391 | $959.9M |
| United Capital Financial Advisors, LLC | 6.83% | Reduce -1.6% | 1,550,102 | $949.3M |
| Fisher Asset Management | 0.34% | Add +1.4% | 1,543,178 | $945.0M |
| Bank of Montreal | 0.40% | Add +12.2% | 1,524,989 | $933.9M |
| Plante Moran Financial Advisors, LLC | 58.05% | Add +6.8% | 1,508,900 | $924.0M |
| Osaic Holdings, Inc. | 1.23% | Add +15.2% | 1,449,675 | $877.0M |
| Creative Planning | 0.65% | Add +3.8% | 1,394,852 | $854.2M |
| Nicholas Hoffman & Company, LLC. | 20.52% | Add +8.1% | 1,383,549 | $847.3M |
| Manufacturers Life Insurance Company, The | 0.70% | Add +10.7% | 1,381,021 | $845.7M |
| Commonwealth Equity Services, LLC | 1.08% | Reduce -9.8% | 1,357,294 | $831.2M |
| JMG Financial Group, Ltd. | 23.62% | Reduce -0.3% | 1,354,883 | $829.7M |
| Freestone Grove Partners LP | 6.18% | Add +2.9% | 1,352,273 | $828.1M |
| Charles Schwab Investment Management Inc. | 0.13% | Reduce -3.2% | 1,338,133 | $819.4M |
| Alliancebernstein L.P. | 0.24% | Add +4.1% | 1,260,497 | $771.9M |
| Angeles Investment Advisors, LLC | 48.77% | Reduce -15.5% | 1,212,864 | $742.7M |
| Rockefeller Capital Management L.P. | 1.44% | Add +3.7% | 1,199,905 | $734.8M |
| Captrust Financial Advisors | 1.49% | Add +1.1% | 1,189,249 | $728.3M |
| Summit Trail Advisors, LLC | 10.00% | Add +8.0% | 1,177,727 | $723.3M |
| Schroder Investment Management Group | 0.56% | Reduce -4.1% | 1,162,673 | $709.4M |
| Systematic Alpha Investments, LLC | 22.81% | No change | 1,132,544 | $693.5M |
| Natixis Advisors, LLC | 0.99% | Add +10.6% | 1,107,724 | $678.3M |
| USS Investment Management Ltd | 3.21% | New | 1,092,167 | $668.8M |
| Pandi, LLC | 86.15% | Reduce -6.9% | 1,060,384 | $649.4M |
| Arax Advisory Partners | 8.58% | Add +13807.9% | 2,121,509 | $598.0M |
| Cerity Partners OCIO LLC | 30.47% | Add +0.4% | 975,788 | $597.6M |
| CIBC Asset Management Inc | 1.65% | Reduce -2.7% | 932,696 | $571.2M |
| Northwestern Mutual Investment Management Company, LLC | 8.17% | Add +22.6% | 921,866 | $564.5M |
| Call To Action Foundation | 100.00% | Reduce -0.4% | 914,804 | $560.2M |
| Provida Pension Fund Administrator | 9.41% | Reduce -46.5% | 881,865 | $540.0M |
| Wealth Enhancement Advisory Services, LLC | 0.82% | Add +0.3% | 877,613 | $539.9M |
| Rakuten Investment Management, Inc. | 1.88% | — | 867,009 | $529.0M |
| Mariner, LLC | 0.66% | Add +2.9% | 834,508 | $511.0M |
| Diversified Trust Co. | 10.12% | Add +3.3% | 827,713 | $506.9M |
| Analyst IMS Investment Management Services Ltd. | 15.74% | Reduce -5.3% | 826,643 | $506.2M |
| Baird Financial Group, Inc. | 0.81% | Reduce -0.8% | 823,101 | $504.1M |
| CIBC Private Wealth Group LLC | 0.86% | Add +5.8% | 822,690 | $503.8M |
| Nepc LLC | 13.19% | No change | 818,600 | $501.3M |
| Wealthfront Advisers LLC | 1.14% | Add +3.6% | 790,082 | $483.8M |
| Tiaa Trust, National Association | 1.14% | Reduce -1.1% | 765,177 | $468.6M |
| MML Investors Services, LLC | 1.24% | Add +4.1% | 756,835 | $463.5M |
| GenTrust, LLC | 20.99% | Reduce -8.2% | 751,737 | $461.6M |
| Bessemer Group Inc. | 0.70% | Add +1.7% | 751,990 | $460.5M |
| Alerus Financial NA | 23.32% | Add +196.4% | 748,392 | $458.3M |
| Citizens Financial Group Inc. | 6.27% | Add +2.9% | 745,381 | $457.6M |
| Neuberger Berman Group LLC | 0.31% | Reduce -2.4% | 694,117 | $425.1M |
| Wellington Management Group LLP | 0.07% | Add +37.1% | 684,071 | $418.9M |
| Bank of New York Mellon Corp | 0.07% | Add +1.2% | 671,205 | $411.0M |
| Hollencrest Capital Management | 14.02% | Add +1.4% | 633,097 | $387.7M |
| SWF LLC | 39.66% | No change | 631,823 | $386.9M |
| Capstone Investment Advisors, LLC | 4.02% | Add +202.8% | 614,021 | $376.0M |
| Kensington Asset Management, LLC | 22.31% | Add +10.6% | 607,767 | $372.2M |
| OMERS ADMINISTRATION Corp | 2.63% | No change | 600,715 | $367.8M |
| Bokf, NA | 5.47% | Reduce -6.0% | 593,288 | $363.3M |
| Texas Capital Bank Wealth Management Services Inc | 29.87% | Add +1.7% | 592,266 | $362.7M |
| Fifth Third Bancorp | 1.14% | Reduce -3.4% | 581,906 | $356.3M |
| Wedbush Securities Inc. | 11.51% | Add +1.7% | 574,974 | $352.1M |
| Valmark Advisers, Inc. | 4.49% | Add +1.3% | 566,109 | $346.7M |
| Globe Life Inc. | 86.33% | Reduce -2.6% | 564,183 | $345.5M |
| Keybank National Association | 1.20% | Reduce -0.8% | 558,188 | $341.8M |
| NewEdge Advisors, LLC | 1.52% | Add +2.6% | 546,037 | $334.4M |
| Center for Financial Planning, Inc. | 35.21% | Add +0.6% | 537,881 | $329.4M |
| BlackRock, Inc. | 0.01% | Add +5.2% | 534,856 | $327.5M |
| Liquid Strategies, LLC | 67.27% | Add +1.3% | 533,377 | $326.6M |
| FMR LLC | 0.02% | Add +12.4% | 531,418 | $325.4M |
| Constellation Investments, Inc. | 15.14% | No change | 529,000 | $323.9M |
| Old National Bancorp | 5.54% | Add +0.4% | 528,701 | $323.8M |
| Acropolis Investment Management, LLC | 16.42% | Add +6.0% | 569,077 | $323.3M |
| Beacon Pointe Advisors, LLC | 2.69% | Reduce -19.1% | 517,458 | $316.9M |
| Makena Capital Management LLC | 32.23% | Reduce -15.9% | 509,758 | $312.2M |
| JBF Capital, Inc. | 44.26% | No change | 509,121 | $311.8M |
| Lido Advisors, LLC | 1.29% | Add +89.1% | 506,725 | $311.0M |
| BOK Financial Private Wealth, Inc. | 19.41% | Reduce -0.7% | 502,295 | $308.5M |
| Sagespring Wealth Partners, LLC | 6.03% | Reduce -1.1% | 1,530,698 | $308.2M |
| US Bancorp \de | 0.36% | Add +1.2% | 501,712 | $307.2M |
| Retirement Planning Group, LLC | 10.64% | Add +7.1% | 500,243 | $306.3M |
| Sand Hill Global Advisors, LLC | 10.74% | Reduce -6.2% | 498,024 | $305.0M |
| Fiera Capital Corp | 0.97% | Add +0.7% | 491,421 | $300.9M |
| Quantinno Capital Management LP | 0.82% | Add +101.2% | 490,686 | $300.5M |
| Adventist Health System/ West | 48.93% | No change | 490,500 | $300.4M |
| Sun Life Financial Inc. | 15.27% | Reduce -1.0% | 488,928 | $299.4M |
| Janus Henderson Group PLC | 0.14% | Reduce -3.2% | 488,694 | $299.3M |
| National Philanthropic Trust | 3.31% | Add +2.8% | 483,783 | $296.3M |
| M&T Bank Corp | 0.99% | Add +0.3% | 480,452 | $294.2M |
| First Manhattan Co. Llc. | 0.77% | Reduce -1.8% | 475,327 | $291.9M |
| TRB Advisors LP | 58.61% | Add +72.7% | 475,000 | $290.9M |
| Cresset Asset Management, LLC | 1.28% | Add +9.9% | 472,570 | $290.2M |
| MCF Advisors LLC | 17.76% | Reduce -6.1% | 472,305 | $289.9M |
| Steward Partners Investment Advisory, LLC | 1.65% | Add +7.5% | 468,586 | $287.0M |
| NorthRock Partners, LLC | 5.19% | Add +329.2% | 468,305 | $286.8M |
| SCS Capital Management LLC | 3.10% | Reduce -3.2% | 462,582 | $284.0M |
| Ieq Capital, LLC | 0.86% | Add +8.8% | 460,281 | $281.9M |
| Allspring Global Investments Holdings, LLC | 0.45% | Reduce -4.3% | 453,283 | $278.6M |
| Keel Point, LLC | 17.00% | Add +10.9% | 450,932 | $276.1M |
| Barclays PLC | 0.10% | Reduce -5.7% | 443,565 | $271.6M |
| Karpus Management, Inc. | 8.60% | Reduce -3.0% | 443,512 | $271.6M |
| AQR Capital Management | 0.17% | Add +54.9% | 440,786 | $269.9M |
| Northern Trust Corp. | 0.03% | Add +3.4% | 434,299 | $266.0M |
| Harbour Investments, Inc. | 6.02% | Add +4.7% | 433,406 | $265.4M |
| Allianz Asset Management GmbH | 0.32% | Add +3.1% | 425,079 | $260.3M |
| Kestra Advisory Services, LLC | 1.17% | Reduce -8.7% | 417,816 | $255.9M |
| Smithfield Trust Co | 11.43% | Reduce -1.1% | 417,747 | $255.8M |
| Axis Capital Holdings Ltd. | 96.04% | No change | 413,884 | $253.5M |
| Robertson Stephens Wealth Management, LLC | 7.56% | Add +4.3% | 407,397 | $250.2M |
| Exchange Traded Concepts, LLC | 2.35% | Add +7.6% | 401,648 | $246.0M |
| Credit Agricole S A | 0.81% | — | 400,000 | $245.0M |
| Janney Montgomery Scott LLC | 0.57% | Reduce -0.1% | 395,016 | $241.9M |
| Sanctuary Advisors, LLC | 1.37% | Reduce -3.9% | 391,464 | $239.7M |
| Invictus Private Wealth, LLC | 14.76% | Add +2.8% | 384,994 | $235.8M |
| Lincoln National Corp. | 6.69% | Reduce -1.5% | 383,188 | $234.7M |
| Regions Financial Corp. | 1.52% | Reduce -1.1% | 381,283 | $233.5M |
| Stratos Wealth Partners, LTD. | 2.75% | Add +2.7% | 376,873 | $230.8M |
| Fusion Family Wealth, LLC | 17.14% | Reduce -1.1% | 373,682 | $228.8M |
| New York Life Insurance Co. | 56.14% | No change | 372,170 | $227.9M |
| SBI Securities Co., Ltd. | 5.81% | Reduce -2.6% | 370,417 | $226.8M |
| West Virginia University Foundation, Inc | 59.47% | Add +11.1% | 369,278 | $226.1M |
| Norinchukin Bank, The | 2.98% | No change | 362,580 | $222.0M |
| Gleason Group, Inc. | 22.18% | Add +1.6% | 360,660 | $220.9M |
| Brown Advisory Inc. | 0.29% | Add +3.8% | 360,345 | $220.7M |
| Coldstream Capital Management Inc. | 2.97% | Add +1.4% | 359,726 | $220.3M |
| Welch Capital Partners LLC | 44.87% | Reduce -0.1% | 355,755 | $217.9M |
| Sageworth Trust Co | 10.12% | Add +3.2% | 354,843 | $217.3M |
| Trajan Wealth LLC | 9.31% | Reduce -3.0% | 352,078 | $215.6M |
| Powers Capital, LLC | 99.06% | No change | 350,822 | $214.8M |
| Retirement Systems of Alabama | 0.71% | Reduce -5.5% | 349,164 | $213.8M |
| Country Trust Bank | 4.61% | Reduce -21.9% | 344,195 | $210.8M |
| Bartlett & Co. Wealth Management LLC | 2.73% | Reduce -1.7% | 335,625 | $206.1M |
| Itau Unibanco Holding S.A. | 7.01% | Reduce -5.7% | 336,485 | $206.1M |
| AE Wealth Management LLC | 1.30% | Add +1.4% | 331,857 | $203.2M |
| Blair William & Co. | 0.54% | Add +8.6% | 330,019 | $202.1M |
| Albion Financial Group | 12.20% | Add +7.7% | 329,789 | $202.0M |
| GeoWealth Management, LLC | 7.24% | Reduce -9.7% | 323,908 | $198.4M |
| Blue Trust, Inc. | 2.21% | Reduce -0.4% | 320,877 | $196.5M |
| Steel Grove Capital Advisors, LLC | 23.41% | No change | 345,340 | $196.2M |
| Intrust Bank NA | 16.16% | Reduce -2.0% | 317,217 | $194.3M |
| Private Advisor Group, LLC | 0.95% | Reduce -0.2% | 316,281 | $193.7M |
| TLT Family Holdco ULC | 17.64% | No change | 315,500 | $193.2M |
| Equitable Trust Co. | 8.84% | Reduce -0.9% | 314,187 | $192.4M |
| Farther Finance Advisors, LLC | 2.90% | Reduce -3.4% | 313,439 | $191.9M |
| Means Investment Co., Inc. | 16.60% | Add +3.1% | 313,272 | $191.8M |
| American Trust | 16.07% | Reduce -3.9% | 310,609 | $190.2M |
| Lockheed Martin Investment Management Co. | 6.99% | Reduce -1.3% | 310,000 | $189.8M |
| Human Investing LLC | 27.80% | Reduce -0.8% | 307,240 | $188.1M |
| Betterment LLC | 0.37% | Reduce -0.1% | 303,612 | $185.9M |
| Zhang Financial LLC | 7.54% | Add +3.2% | 303,156 | $185.6M |
| Sterling Capital Management LLC | 2.69% | Reduce -13.4% | 299,596 | $183.5M |
| Macquarie Group Ltd. | 0.21% | Reduce -6.8% | 298,954 | $183.1M |
| OneDigital Investment Advisors LLC | 1.86% | Add +0.0% | 295,680 | $181.1M |
| Merit Financial Group, LLC | 1.66% | Reduce -1.8% | 294,519 | $180.4M |
| Wescott Financial Advisory Group, LLC | 16.13% | Reduce -0.8% | 293,516 | $179.7M |
| State of Tennessee, Department of Treasury | 0.60% | Reduce -0.3% | 293,171 | $179.5M |
| Taiyo Life Insurance Co. | 15.57% | No change | 290,100 | $177.7M |
| AMG National Trust Bank | 4.28% | Add +6.3% | 286,899 | $175.7M |
| DAVENPORT & Co LLC | 0.94% | Add +7.1% | 284,027 | $173.9M |
| Equitable Holdings, Inc. | 1.28% | Add +6.8% | 283,600 | $173.7M |
| Glassman Wealth Services | 24.32% | Add +0.2% | 282,663 | $173.1M |
| Hardy Reed LLC | 12.64% | Reduce -0.1% | 280,432 | $171.7M |
| Peapack Gladstone Financial Corp. | 2.22% | Add +20.3% | 278,945 | $170.8M |
| Fairfield University | 84.14% | Add +0.3% | 277,274 | $169.8M |
| Greenwood Gearhart LLC | 9.60% | Add +0.2% | 272,049 | $166.6M |
| First American Financial Corp | 54.14% | Reduce -7.3% | 269,721 | $165.2M |
| Chicago Partners Investment Group LLC | 4.29% | Add +3.0% | 259,610 | $164.0M |
| Opus Capital Group, LLC | 18.18% | Reduce -0.8% | 264,209 | $161.8M |
| Federation des caisses Desjardins du Quebec | 0.63% | Add +0.1% | 261,948 | $160.4M |
| GoalVest Advisory LLC | 33.98% | Add +9.4% | 261,688 | $160.3M |
| Allen Investment Management, LLC | 1.75% | Add +2.5% | 257,722 | $157.8M |
| D.A. Davidson & Co. | 1.01% | Add +6.8% | 257,148 | $157.5M |
| Thrivent Financial for Lutherans | 0.31% | Add +50.7% | 253,831 | $155.4M |
| Venturi Wealth Management, LLC | 7.11% | Add +323.5% | 250,083 | $153.1M |
| Hirtle & Co., LLC | 6.00% | Reduce -6.4% | 247,889 | $151.8M |
| Litman Gregory Wealth Management LLC | 11.28% | Reduce -0.0% | 247,673 | $151.7M |
| Lutz Financial Services LLC | 10.95% | Add +1.3% | 246,920 | $151.2M |
| Concurrent Investment Advisors, LLC | 2.61% | Reduce -3.7% | 246,795 | $151.1M |
| Bogart Wealth, LLC | 6.12% | Reduce -0.4% | 246,522 | $151.0M |
| First Western Trust Bank | 6.93% | Reduce -6.9% | 246,317 | $150.8M |
| Global Wealth Strategies & Associates | 38.46% | Add +2.0% | 244,257 | $149.6M |
| Permanent Capital Management, LP | 27.94% | — | 243,343 | $149.4M |
| World Investment Advisors | 3.05% | Add +8.9% | 243,333 | $149.0M |
| Forvis Mazars Wealth Advisors, LLC | 2.94% | Reduce -3.7% | 241,332 | $147.8M |
| ALM First Financial Advisors, LLC | 29.39% | Add +1.8% | 279,495 | $145.7M |
| Vestmark Advisory Solutions, Inc. | 2.77% | Add +102.1% | 237,328 | $145.3M |
| Nissay Asset Management Corp. /Japan | 0.80% | No change | 236,572 | $144.9M |
| Pinnacle Financial Partners Inc | 3.43% | Reduce -31.8% | 233,643 | $143.1M |
| Wiser Wealth Management, Inc | 32.46% | Reduce -0.2% | 231,835 | $142.0M |
| Condor Capital Management | 11.54% | Add +1.5% | 229,929 | $140.8M |
| Savvy Advisors, Inc. | 6.47% | Add +28.9% | 229,708 | $140.7M |
| Millburn Ridgefield LLC | 3.36% | Reduce -6.8% | 229,564 | $140.6M |
| Catalyst Capital Advisors LLC | 2.84% | Reduce -6.8% | 229,564 | $140.6M |
| Cwm, LLC | 0.42% | Add +0.8% | 228,956 | $140.2M |
| Proficio Capital Partners LLC | 9.54% | Add +0.1% | 226,841 | $138.9M |
| Savant Capital, LLC | 0.84% | Reduce -2.0% | 225,953 | $138.4M |
| Clarius Group, LLC | 8.13% | Add +9.3% | 224,183 | $137.3M |
| Choreo, LLC | 1.78% | Add +6.8% | 222,920 | $136.9M |
| Banco Santander, S.A. | 1.20% | Add +22.8% | 220,543 | $135.1M |
| OP Asset Management Ltd | 1.77% | No change | 219,490 | $134.4M |
| Steele Capital Management, Inc. | 5.90% | Add +2.9% | 216,604 | $132.9M |
| Yarbrough Capital, LLC | 4.13% | No change | 216,447 | $132.5M |
| Prime Capital Investment Advisors, LLC | 1.66% | Reduce -1.2% | 215,544 | $132.0M |
| Agf Management Ltd. | 0.58% | Add +0.1% | 214,689 | $131.5M |
| Arrow Financial Corp | 13.30% | Reduce -1.6% | 212,345 | $130.0M |
| Fund Evaluation Group, LLC | 4.68% | Reduce -3.3% | 211,219 | $129.3M |
| Strategic Investment Advisors / MI | 11.52% | Reduce -62.5% | 69,669 | $128.2M |
| Tectonic Advisors LLC | 6.84% | Add +3.6% | 204,459 | $125.2M |
| Bank Hapoalim BM | 15.99% | Add +22.4% | 202,672 | $124.1M |
| Ancora Advisors LLC | 2.48% | Reduce -7.6% | 202,035 | $123.7M |
| Mayport, LLC | 26.66% | Add +1.2% | 200,959 | $123.1M |
| Caprock Group, LLC | 3.02% | — | 206,680 | $122.6M |
| Mesirow Financial Investment Management, Inc. | 2.19% | Reduce -1.1% | 199,746 | $122.3M |
| StoneX Group Inc. | 5.33% | Add +1.5% | 198,769 | $122.1M |
| Southern Farm Bureau Life Insurance | 14.39% | No change | 199,115 | $122.0M |
| Partners Capital Investment Group, LLP | 4.82% | Reduce -2.3% | 197,963 | $121.2M |
| Affiance Financial, LLC | 22.02% | Add +5.7% | 197,497 | $120.9M |
| State Farm Mutual Automobile Insurance Co. | 0.10% | Add +203.9% | 197,487 | $120.9M |
| Amtrust Financial Services, Inc. | 40.42% | No change | 196,400 | $120.3M |
| United Services Automobile Association | 8.28% | Reduce -3.1% | 193,459 | $118.5M |
| Orion Porfolio Solutions, LLC | 0.91% | Add +30.1% | 192,498 | $117.9M |
| HB Wealth Management, LLC | 0.79% | Add +12.4% | 190,292 | $116.5M |
| Charles Schwab Trust Co | 7.88% | Add +0.4% | 189,605 | $116.1M |
| Mgo One Seven LLC | 2.65% | Add +496.3% | 187,411 | $114.8M |
| J. Safra Sarasin Holding AG | 1.85% | Reduce -2.4% | 186,537 | $114.2M |
| BNP Paribas Financial Markets | 0.09% | Add +157.8% | 185,512 | $113.6M |
| Apollon Wealth Management, LLC | 2.01% | Add +1.8% | 184,460 | $113.0M |
| Arkos Global Advisors | 14.34% | Reduce -2.2% | 183,893 | $112.6M |
| Efficient Advisors, LLC | 6.33% | Add +1.2% | 183,356 | $112.3M |
| RMR Wealth Builders | 9.28% | Add +5.1% | 180,562 | $110.9M |
| Bell Bank | 4.77% | Reduce -0.7% | 179,983 | $110.2M |
| NorthCoast Asset Management LLC | 0.43% | Add +1.7% | 179,827 | $110.2M |
| Crane Advisory, LLC | 17.22% | Reduce -0.3% | 177,541 | $109.6M |
| HSBC Holdings PLC | 0.06% | Add +5.1% | 178,951 | $109.5M |
| Factory Mutual Insurance Co. | 1.06% | Add +30.8% | 178,137 | $109.1M |
| RFG Holdings, Inc. | 28.09% | Add +2.7% | 177,777 | $108.9M |
| One Day In July LLC | 9.16% | Reduce -10.0% | 176,882 | $108.3M |
| Common Fund for Nonprofit Organizations | 9.30% | Add +31.8% | 176,756 | $108.2M |
| Redwood Investment Management, LLC | 11.53% | Add +46.2% | 173,915 | $106.5M |
| Prudential Financial Inc. | 0.13% | Add +13714.7% | 172,684 | $105.7M |
| Wedmont Private Capital | 3.91% | Add +10.1% | 170,956 | $105.2M |
| Atria Investments, Inc | 1.20% | Add +4.7% | 171,222 | $104.9M |
| American Family Investments, Inc. | 5.48% | Add +14.8% | 170,713 | $104.5M |
| Compass Financial Group, INC | 15.70% | Add +2.8% | 170,589 | $104.5M |
| &partners | 0.67% | Add +12.1% | 168,809 | $104.4M |
| Evoke Wealth, LLC | 2.18% | Add +0.7% | 170,052 | $104.4M |
| Mill Creek Capital Advisors, LLC | 2.15% | Add +0.1% | 170,535 | $104.4M |
| Sepio Capital, LP | 6.13% | Add +0.9% | 169,103 | $103.6M |
| Sei Investments Co. | 0.11% | Add +40.0% | 168,843 | $103.4M |
| WASHINGTON TRUST Co | 3.35% | Add +2.5% | 166,674 | $102.1M |
| Performa Ltd (US), LLC | 26.88% | Add +1.5% | 165,492 | $101.3M |
| Proffitt & Goodson Inc. | 14.53% | Add +36.2% | 165,362 | $101.3M |
| Advisor OS, LLC | 8.74% | Add +2.4% | 165,336 | $101.2M |
| Ironclad Investments LLC | 47.75% | No change | 164,258 | $100.6M |
| Jain Global LLC | 1.40% | New | 164,000 | $100.4M |
| CJM Wealth Advisers, Ltd. | 30.58% | Reduce -1.2% | 162,523 | $99.5M |
| Conrad Siegel Investment Advisors, Inc. | 20.77% | Reduce -0.1% | 161,591 | $99.0M |
| Korea Investment CORP | 0.20% | No change | 161,090 | $98.6M |
| West Financial Advisors, LLC | 16.30% | Add +14.5% | 161,020 | $98.6M |
| Ensign Peak Advisors, Inc | 0.16% | Reduce -1.6% | 160,374 | $98.2M |
| PNC Financial Services Group, Inc. | 0.06% | Add +2.9% | 158,827 | $97.3M |
| Gotham Asset Management | 0.42% | Add +23.0% | 158,139 | $96.8M |
| OneAscent Financial Services LLC | 6.45% | Add +21.8% | 157,683 | $96.8M |
| Comerica Bank | 0.36% | Reduce -1.1% | 157,995 | $96.8M |
| SilverOak Wealth Management LLC | 16.28% | Reduce -0.1% | 157,556 | $96.5M |
| Aspiriant, LLC | 2.94% | Reduce -0.3% | 157,178 | $96.3M |
| Scotia Capital Inc. | 0.41% | Add +49.6% | 156,689 | $96.0M |
| Pure Financial Advisors, LLC | 1.51% | Add +3.0% | 155,299 | $95.1M |
| Citadel Advisors | 0.08% | Add +116.4% | 155,244 | $95.1M |
| BIP Wealth, LLC | 4.68% | Add +2518.4% | 154,724 | $94.8M |
| Goldstone Financial Group, LLC | 11.21% | Add +6.3% | 154,702 | $94.7M |
| Summit Financial, LLC | 1.43% | Add +10.8% | 152,583 | $93.4M |
| WestHill Financial Advisors, Inc. | 18.28% | Add +1.0% | 152,353 | $93.3M |
| J.W. Cole Advisors, Inc. | 1.79% | Add +4.8% | 152,277 | $93.3M |
| Obermeyer Wealth Partners | 4.34% | Reduce -0.7% | 151,418 | $92.7M |
| Wealthcare Advisory Partners LLC | 1.93% | Add +4.3% | 151,389 | $92.7M |
| Empire Life Investments Inc. | 5.31% | Reduce -2.1% | 148,032 | $90.7M |
| MJP Associates Inc. | 11.94% | Reduce -0.6% | 147,930 | $90.6M |
| Privium Fund Management (UK) Ltd | 56.38% | Reduce -3.7% | 147,800 | $90.2M |
| Composition Wealth, LLC | 1.35% | Add +10.8% | 147,136 | $90.1M |
| Cambridge Advisors Inc. | 17.56% | Reduce -1.0% | 146,754 | $89.9M |
| Stordahl Capital Management, Inc. | 18.84% | Reduce -4.1% | 146,477 | $89.7M |
| Simon Quick Advisors, LLC | 4.04% | Add +5.4% | 145,701 | $89.2M |
| IMC-Chicago, LLC | 1.58% | Add +23.6% | 145,518 | $89.1M |
| CFO4Life Group, LLC | 12.95% | Add +0.4% | 145,447 | $89.1M |
| Circle Wealth Management, LLC | 1.72% | Add +4.1% | 144,043 | $88.2M |
| MA Private Wealth | 14.82% | Reduce -0.8% | 143,924 | $88.1M |
| Brass Tax Wealth Management, Inc. | 14.57% | Add +2.5% | 143,098 | $87.6M |
| Trevian Wealth Management LLC | 46.49% | Add +0.2% | 141,443 | $86.6M |
| Manning & Napier Advisors LLC | 1.10% | Add +2.3% | 141,093 | $86.4M |
| Webster Bank, N. A. | 8.27% | Reduce -4.3% | 140,237 | $85.9M |
| Angeles Wealth Management, LLC | 5.24% | Add +0.8% | 139,526 | $85.4M |
| Pinion Investment Advisors, LLC | 23.16% | Add +13.1% | 136,191 | $84.8M |
| Elwood & Goetz Wealth Advisory Group, LLC | 15.98% | Add +3.3% | 135,950 | $83.3M |
| MAI Capital Management | 0.51% | Add +4.5% | 134,331 | $82.3M |
| Beaird Harris Wealth Management, LLC | 5.82% | Add +16.8% | 134,048 | $82.1M |
| Syntegra Private Wealth Group, LLC | 7.71% | Add +13.9% | 133,552 | $81.8M |
| Texas Capital Bancshares Inc | 31.67% | Reduce -10.7% | 131,397 | $80.5M |
| Jefferies Financial Group Inc. | 0.76% | Add +2.5% | 131,135 | $80.3M |
| AmeriServ Wealth Advisors | 40.52% | Add +9.2% | 130,953 | $80.2M |
| Brio Consultants, LLC | 10.98% | Add +2.0% | 130,359 | $79.8M |
| Larson Financial Group LLC | 2.77% | Reduce -20.0% | 128,967 | $79.0M |
| Aptus Capital Advisors, LLC | 0.72% | Add +6.3% | 128,797 | $78.9M |
| Fortune 45 LLC | 39.80% | Add +5.7% | 128,473 | $78.4M |
| Standard Family Office LLC | 84.52% | No change | 127,386 | $78.0M |
| Francis Financial, Inc. | 13.77% | Add +1.4% | 126,166 | $77.3M |
| CoreCap Advisors, LLC | 2.80% | Reduce -3.8% | 125,658 | $77.0M |
| Bank of Nova Scotia | 0.14% | Reduce -0.0% | 124,238 | $76.1M |
| Dunhill Financial, LLC | 25.47% | Add +13.4% | 123,777 | $75.8M |
| Fidato Wealth LLC | 49.83% | Add +1.3% | 123,797 | $75.8M |
| Brookstone Capital Management | 0.90% | Add +4.1% | 123,759 | $75.8M |
| P/E Global LLC | 15.13% | Add +0.2% | 123,566 | $75.7M |
| Evermay Wealth Management LLC | 8.62% | Reduce -3.3% | 122,842 | $75.4M |
| Selective Wealth Management, Inc. | 24.12% | Reduce -1.1% | 121,774 | $74.9M |
| Kingsview Wealth Management, LLC | 1.14% | Add +15.3% | 122,224 | $74.8M |
| Capital Group Private Client Services, Inc. | 1.25% | Add +15.2% | 122,124 | $74.8M |
| Scott Capital Advisors, LLC | 16.90% | Reduce -1.8% | 120,695 | $74.7M |
| Fiduciary Wealth Partners, LLC | 31.28% | Add +125.9% | 121,659 | $74.5M |
| Summit Wealth Group, LLC | 17.92% | Reduce -1.4% | 120,996 | $74.1M |
| Oldfather Financial Services, LLC | 22.93% | Add +2.0% | 120,209 | $73.6M |
| Ciovacco Capital Management LLC | 37.04% | Reduce -1.2% | 120,150 | $73.6M |
| Grove Bank & Trust | 8.57% | Reduce -0.6% | 119,640 | $73.3M |
| BOCHK Asset Management Ltd | 19.21% | Reduce -15.0% | 119,000 | $72.9M |
| Standpoint Asset Management, LLC | 16.42% | Reduce -15.2% | 118,600 | $72.6M |
| Franklin, Parlapiano, Turner & Welch, LLC | 18.26% | Reduce -2.3% | 118,001 | $72.3M |
| Turtle Creek Wealth Advisors, LLC | 6.45% | Reduce -13.3% | 117,940 | $72.2M |
| SoundView Advisors Inc. | 24.73% | Add +20.1% | 127,462 | $72.2M |
| William Marsh Rice University | 49.01% | No change | 116,799 | $71.5M |
| Integrated Wealth Concepts LLC | 0.64% | Add +5.1% | 116,567 | $71.4M |
| Silphium Asset Management Ltd | 21.11% | Add +17.1% | 116,530 | $71.4M |
| Investment Research & Advisory Group, Inc. | 24.08% | Add +5.4% | 116,020 | $71.0M |
| David Kennon Inc | 25.22% | Reduce -1.6% | 114,406 | $70.1M |
| Lansing Street Advisors | 18.46% | Reduce -1.5% | 113,254 | $69.6M |
| Prudential PLC | 0.51% | No change | 113,192 | $69.3M |
| Strategic Blueprint, LLC | 3.02% | Add +8.6% | 112,778 | $69.1M |
| Fifth Third Securities, Inc. | 4.66% | Add +1.1% | 111,471 | $68.3M |
| Fiducient Advisors LLC | 7.97% | Add +137.0% | 111,010 | $68.2M |
| Midwest Trust Co | 0.89% | Add +3.5% | 111,188 | $68.1M |
| Northeast Investment Management | 2.73% | Add +4.8% | 110,837 | $67.9M |
| Valeo Financial Advisors, LLC | 1.53% | Add +14.5% | 109,750 | $67.2M |
| O'shaughnessy Asset Management, LLC | 0.39% | Add +21.0% | 109,266 | $66.9M |
| West Paces Advisors Inc. | 13.12% | Add +1.8% | 107,636 | $65.9M |
| Ballentine Partners, LLC | 0.91% | Reduce -0.6% | 107,560 | $65.9M |
| Allworth Financial LP | 0.29% | Add +1.2% | 107,451 | $65.8M |
| Commerce Bank | 0.37% | Add +0.1% | 107,185 | $65.6M |
| Taikang Asset Management (Hong Kong) Co Ltd | 7.33% | Add +17.9% | 107,165 | $65.6M |
| Certuity, LLC | 4.49% | Add +564.2% | 106,687 | $65.3M |
| Brighton Securities Corp. | 33.59% | Reduce -3.9% | 105,303 | $64.5M |
| Sierra Capital LLC | 7.06% | Reduce -3.8% | 105,152 | $64.4M |
| Perigon Wealth Management, LLC | 1.31% | Add +2.3% | 105,002 | $64.3M |
| Stephens Consulting, LLC | 22.15% | Reduce -31.2% | 104,899 | $64.2M |
| Stephens Inc. | 0.82% | Reduce -5.1% | 104,436 | $64.0M |
| Rathbones Group PLC | 0.26% | Add +1.2% | 104,431 | $64.0M |
| Jasper Ridge Partners, L.P. | 1.43% | Reduce -13.2% | 103,973 | $63.7M |
| Choate Investment Advisors | 1.32% | Add +3.1% | 103,935 | $63.6M |
| TradeWell Securities, LLC. | 26.70% | Add +2.7% | 103,361 | $63.5M |
| Progeny 3, Inc. | 3.26% | Reduce -17.5% | 103,300 | $63.3M |
| Kestra Private Wealth Services, LLC | 0.83% | Add +0.5% | 103,094 | $63.1M |
| Hill Island Financial LLC | 15.68% | Add +3.9% | 102,572 | $62.8M |
| Nadler Financial Group, Inc. | 5.98% | Reduce -5.4% | 102,505 | $62.8M |
| Simplicity Wealth,LLC | 3.61% | Reduce -15.8% | 101,842 | $62.4M |
| Acorn Financial Advisory Services Inc. | 9.55% | Reduce -1.3% | 101,678 | $62.3M |
| Bailard, Inc. | 1.34% | Add +2.1% | 100,487 | $61.5M |
| AJ Advisors, LLC | 25.11% | Add +1.8% | 100,174 | $61.3M |
| Crestmont Private Wealth LLC | 19.89% | Add +4.0% | 98,322 | $60.2M |
| Moody National Bank Trust Division | 5.05% | Add +7.0% | 97,713 | $59.8M |
| Gitterman Wealth Management, LLC | 13.66% | Reduce -0.6% | 97,320 | $59.6M |
| Hamilton Capital Partners Inc. | 2.46% | Add +1359.3% | 97,090 | $59.5M |
| Optas, LLC | 10.03% | Reduce -5.6% | 96,457 | $59.1M |
| Safir Wealth Advisors, LLC | 41.57% | Reduce -1.5% | 96,105 | $58.9M |
| Roundview Capital LLC | 3.72% | Reduce -9.2% | 96,017 | $58.8M |
| Twele Capital Management, Inc. | 10.84% | Reduce -1.4% | 95,935 | $58.7M |
| Guardian Wealth Advisors, LLC / NC | 3.82% | Add +1.2% | 95,604 | $58.5M |
| Synovus Financial Corp. | 0.66% | Add +56.2% | 94,529 | $57.9M |
| Fragasso Financial Advisors Inc | 3.61% | Add +0.6% | 93,934 | $57.8M |
| Daymark Wealth Partners, LLC | 1.96% | Add +14.1% | 94,306 | $57.8M |
| Warren Street Wealth Advisors, LLC | 17.31% | Reduce -39.6% | 94,235 | $57.7M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 8.40% | No change | 94,007 | $57.6M |
| Wit, LLC | 1.30% | No change | 93,476 | $57.2M |
| Souders Financial Advisors | 6.80% | Reduce -1.4% | 93,393 | $57.2M |
| Gentry Private Wealth, LLC | 39.50% | Add +4.7% | 92,612 | $56.7M |
| New England Asset Management Inc. | 7.70% | Add +583.8% | 92,580 | $56.7M |
| Hillcrest Wealth Advisors - NY, LLC | 25.47% | Reduce -1.7% | 92,515 | $56.7M |
| Mutual Advisors, LLC | 1.24% | Add +4.5% | 91,390 | $56.4M |
| Kearns & Associates LLC | 29.67% | Reduce -0.2% | 91,257 | $55.9M |
| Next Level Wealth Planning, LLC | 31.43% | Add +5.0% | 90,914 | $55.7M |
| Deutsche Bank AG | 0.02% | Reduce -72.2% | 90,854 | $55.6M |
| Elm Partners Management LLC | 2.79% | Add +5.2% | 90,620 | $55.5M |
| National Bank of Canada | 0.06% | Reduce -4.6% | 90,504 | $55.4M |
| CENTRAL TRUST Co | 1.15% | Add +4.8% | 90,174 | $55.2M |
| AlphaCore Capital LLC | 1.86% | Add +4.0% | 89,821 | $55.2M |
| Gladstone Institutional Advisory LLC | 2.12% | Reduce -1.6% | 90,020 | $55.1M |
| Trust Co of Tennessee | 11.60% | Add +0.9% | 89,866 | $55.0M |
| Rolek Wealth Management LLC | 41.29% | Add +7.5% | 89,803 | $55.0M |
| Elevation Point Wealth Partners, LLC | 3.82% | Add +6433.1% | 89,373 | $54.9M |
| Level Financial Advisors | 15.37% | Reduce -0.0% | 89,025 | $54.5M |
| Kinsale Capital Group, Inc. | 9.94% | Add +0.3% | 88,762 | $54.4M |
| LM Advisors LLC | 7.86% | Add +10.3% | 88,517 | $54.2M |
| IFG Advisors, LLC | 8.84% | Add +7.0% | 88,460 | $54.2M |
| Cantor Fitzgerald Investment Advisors L.P. | 3.67% | Reduce -4.0% | 88,054 | $53.9M |
| Focus Partners Advisor Solutions, LLC | 0.61% | Add +86.3% | 85,854 | $53.7M |
| Advanced Asset Management Advisors Inc | 14.31% | Reduce -0.2% | 87,401 | $53.5M |
| Geneos Wealth Management Inc. | 1.34% | Add +7.0% | 86,173 | $52.8M |
| Oppenheimer & Co. Inc. | 0.64% | Add +9.3% | 86,026 | $52.7M |
| RedJay Asset Management Inc. | 8.22% | New | 85,800 | $52.5M |
| Freestone Capital Holdings, LLC | 1.61% | Reduce -8.0% | 85,610 | $52.4M |
| AlTi Global, Inc. | 1.22% | Reduce -8.0% | 84,463 | $51.9M |
| Evercore Wealth Management, LLC | 0.76% | Add +23.5% | 84,377 | $51.7M |
| CANADA LIFE ASSURANCE Co | 0.07% | Reduce -0.6% | 84,133 | $51.4M |
| Passaic Partners LLC | 6.18% | Reduce -9.4% | 83,874 | $51.4M |
| Afbi LP | 100.00% | — | 83,870 | $51.4M |
| Fiduciary Group, LLC | 4.51% | Add +5.9% | 83,777 | $51.3M |
| Crescent Grove Advisors, LLC | 4.91% | Add +0.1% | 83,407 | $51.2M |
| EMC Capital Management | 24.15% | Reduce -2.2% | 83,371 | $51.1M |
| Salomon & Ludwin, LLC | 4.58% | Reduce -3.4% | 82,630 | $50.9M |
| HBW Advisory Services LLC | 5.72% | Add +3.0% | 83,025 | $50.8M |
| Rooted Wealth Advisors, Inc. | 15.45% | Add +1.7% | 82,327 | $50.7M |
| B.O.S.S. Retirement Advisors, LLC | 12.09% | Add +8.3% | 82,534 | $50.5M |
| Boyd Wealth Management, LLC | 21.72% | Add +0.3% | 82,363 | $50.4M |
| 3Chopt Investment Partners, LLC | 11.47% | Reduce -8.9% | 82,119 | $50.4M |
| Sompo Asset Management Co., Ltd. | 8.65% | Reduce -2.8% | 82,019 | $50.2M |
| Wolverine Trading, LLC | 1.01% | Add +45.1% | 82,261 | $50.2M |
| Sage Financial Group Inc. | 3.41% | Reduce -0.0% | 81,911 | $50.2M |
| Sage Mountain Advisors LLC | 2.87% | Reduce -1.4% | 81,810 | $50.1M |
| Fiduciary Trust Co | 0.57% | Reduce -2.7% | 81,635 | $50.0M |
| Mitchell McLeod Pugh & Williams Inc. | 8.02% | Add +23.7% | 78,987 | $49.9M |
| HBK Sorce Advisory LLC | 1.24% | Reduce -6.5% | 81,114 | $49.6M |
| ForthRight Wealth Management, LLC | 14.32% | Add +1.4% | 80,462 | $49.3M |
| Drucker Wealth 3.0, LLC | 8.77% | Reduce -5.7% | 80,440 | $49.3M |
| Compound Planning, Inc. | 1.59% | Reduce -3.0% | 80,283 | $49.2M |
| BCK Partners, Inc. | 26.43% | Add +2.2% | 80,152 | $49.1M |
| Rehmann Capital Advisory Group | 2.68% | Add +10.7% | 79,885 | $48.9M |
| Resolute Advisors LLC | 12.55% | Add +0.2% | 79,620 | $48.9M |
| Money Concepts Capital Corp. | 3.02% | Add +3.2% | 79,840 | $48.9M |
| Sigma Planning Corp | 1.39% | Reduce -21.5% | 79,760 | $48.8M |
| Tenon Financial LLC | 25.00% | Add +5.1% | 79,551 | $48.7M |
| Fort Washington Investment Advisors Inc. | 0.26% | Add +0.6% | 79,297 | $48.6M |
| Greenleaf Trust | 0.44% | Reduce -1.7% | 78,625 | $48.1M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.13% | Add +11.2% | 77,498 | $47.5M |
| Global Retirement Partners, LLC | 1.06% | Reduce -7.9% | 77,267 | $47.3M |
| Steph & Co. | 14.28% | Add +0.1% | 76,347 | $46.8M |
| TD Private Client Wealth LLC | 1.05% | Add +0.9% | 75,978 | $46.5M |
| Associated Banc-Corp | 1.22% | Add +8.8% | 75,861 | $46.5M |
| Lepercq De Neuflize Asset Management LLC | 26.78% | New | 75,784 | $46.4M |
| Franklin Resources Inc. | 0.01% | Add +1.8% | 75,467 | $46.2M |
| Fort Point Capital Partners LLC | 5.85% | Add +4.6% | 75,023 | $46.1M |
| Diversify Advisory Services, LLC | 1.55% | Add +2.2% | 73,322 | $46.1M |
| GreatBanc Trust CO | 31.46% | — | 75,040 | $46.0M |
| Kickstand Ventures, Llc. | 10.10% | Add +0.2% | 74,928 | $45.9M |
| Sellwood Investment Partners LLC | 18.21% | Add +0.1% | 74,716 | $45.8M |
| Foundations Investment Advisors, LLC | 0.66% | Add +5.9% | 74,614 | $45.7M |
| Avior Wealth Management, LLC | 1.45% | Add +5.2% | 73,761 | $45.2M |
| Landmark Wealth Management, Inc. | 17.63% | Add +0.7% | 73,726 | $45.1M |
| Galilei Investment Office LLP | 21.64% | Reduce -1.1% | 74,812 | $45.0M |
| TrueWealth Financial Partners | 22.92% | Add +47.8% | 73,344 | $44.9M |
| Innovative Wealth Building LLC | 34.89% | Add +2.5% | 73,095 | $44.8M |
| MBM Wealth Consultants, LLC | 11.11% | Reduce -4.6% | 73,076 | $44.8M |
| Waverly Advisors, LLC | 0.45% | Add +1.2% | 72,878 | $44.6M |
| Westerkirk Capital Inc. | 5.10% | Add +7.5% | 72,873 | $44.6M |
| Oak Harvest Investment Services | 5.20% | Reduce -0.1% | 72,786 | $44.6M |
| Rwa Wealth Partners, LLC | 0.51% | Reduce -1.3% | 72,658 | $44.5M |
| Two Sigma Investments, LP | 0.07% | Add +25.9% | 71,870 | $44.0M |
| Johnson Investment Counsel Inc. | 0.37% | Add +17.8% | 71,236 | $43.6M |
| Howland Capital Management LLC | 1.66% | Add +0.6% | 70,986 | $43.6M |
| Sheets Smith Wealth Management | 4.93% | Add +2.8% | 71,118 | $43.6M |
| Cibc World Market Inc. | 0.09% | Reduce -2.0% | 70,841 | $43.4M |
| Avion Wealth | 9.20% | Reduce -2.1% | 70,013 | $42.9M |
| BCS Wealth Management | 9.62% | Add +4.2% | 69,727 | $42.7M |
| Cardiff Park Advisors, LLC | 3.26% | New | 69,335 | $42.5M |
| Front Street Capital Management, Inc. | 6.55% | Add +896.4% | 69,338 | $42.4M |
| Nan Shan Life Insurance Co., Ltd. | 0.90% | Add +23.4% | 69,306 | $42.4M |
| St. Louis Trust Co | 5.29% | Add +7.9% | 69,240 | $42.4M |
| NWF Advisory Services Inc. | 4.63% | Reduce -3.9% | 68,901 | $42.2M |
| Phillips Financial Management, LLC | 2.78% | Add +0.1% | 68,849 | $42.2M |
| Modern Wealth Management, LLC | 0.83% | Reduce -11.1% | 68,824 | $42.1M |
| Parisi Gray Wealth Management | 10.95% | Reduce -0.2% | 68,690 | $42.1M |
| Plancorp, LLC | 1.30% | Add +2.3% | 67,729 | $41.5M |
| Asset Management One Co., Ltd. | 0.12% | Add +1412.5% | 67,564 | $41.4M |
| Fulton Bank, N.A. | 1.44% | Add +6.3% | 67,421 | $41.3M |
| Landmark Wealth Management, LLC | 16.10% | Reduce -2.4% | 66,212 | $40.5M |
| SigFig Wealth Management, LLC | 1.25% | Add +0.1% | 66,404 | $40.5M |
| Liberty Square Wealth Partners LLC | 12.50% | Reduce -15.0% | 66,140 | $40.5M |
| Mather Group, Llc. | 0.41% | Add +0.4% | 65,866 | $40.3M |
| Hikari Tsushin, Inc. | 2.71% | Reduce -10.6% | 65,840 | $40.3M |
| Principal Financial Group Inc. | 0.02% | Reduce -1.7% | 65,690 | $40.2M |
| Ashton Thomas Securities, LLC | 5.62% | Add +91.0% | 65,632 | $40.2M |
| Eagle Wealth Strategies LLC | 19.98% | Add +0.0% | 65,576 | $40.2M |
| Verum Partners LLC | 8.55% | Add +3.8% | 65,513 | $40.1M |
| Cynosure Group, LLC | 4.33% | Add +13.4% | 65,084 | $39.9M |
| Financial Management Professionals, Inc. | 4.09% | Add +2.5% | 63,915 | $39.3M |
| Oxler Private Wealth LLC | 11.38% | Reduce -0.7% | 63,848 | $39.1M |
| Clifford Group, LLC | 30.41% | Add +2.5% | 63,751 | $39.0M |
| Greenbush Financial Group, LLC | 14.96% | Add +6.3% | 63,669 | $39.0M |
| Trek Financial, LLC | 2.32% | Add +141.2% | 63,604 | $38.9M |
| Pittenger & Anderson Inc. | 1.43% | Reduce -1.3% | 63,581 | $38.9M |
| Ameritas Investment Partners, Inc. | 1.18% | Reduce -3.9% | 63,182 | $38.7M |
| Leavell Investment Management, Inc. | 1.63% | Add +0.1% | 62,786 | $38.6M |
| University of Chicago | 18.78% | Add +2.8% | 62,572 | $38.4M |
| Okabena Investment Services Inc. | 7.45% | Add +6.5% | 62,587 | $38.3M |
| QRG Capital Management, Inc. | 0.46% | Add +1.0% | 62,575 | $38.3M |
| Precision Wealth Strategies, LLC | 12.43% | Reduce -7.6% | 62,553 | $38.3M |
| Curated Wealth Partners LLC | 4.63% | Add +10.2% | 62,454 | $38.2M |
| Legacy PCG, LLC | 22.91% | Reduce -3.1% | 62,391 | $38.2M |
| Ethos Financial Group, LLC | 3.00% | Reduce -1.1% | 62,063 | $38.1M |
| Ameraudi Asset Management, Inc. | 22.76% | Reduce -30.6% | 61,445 | $37.6M |
| Topsail Wealth Management, LLC | 6.35% | Add +0.2% | 61,056 | $37.5M |
| Aufman Associates Inc | 21.10% | Reduce -1.1% | 61,217 | $37.5M |
| Oak Root LLC | 4.34% | Reduce -2.3% | 61,187 | $37.5M |
| Jackson Wealth Management, LLC | 3.73% | Reduce -0.0% | 60,984 | $37.3M |
| Atlas Legacy Advisors, LLC | 7.20% | Add +2.9% | 60,855 | $37.3M |
| Fairway Wealth LLC | 10.40% | Add +19.1% | 60,542 | $37.1M |
| CreativeOne Wealth, LLC | 0.89% | Add +7.9% | 59,618 | $36.5M |
| Securian Asset Management, Inc. | 0.97% | Add +6.0% | 59,605 | $36.5M |
| Financial Sense Advisors, Inc. | 7.49% | Reduce -4.8% | 59,438 | $36.4M |
| Claro Advisors Inc. | 5.24% | Add +7.7% | 58,655 | $35.9M |
| Level Four Advisory Services, LLC | 1.23% | Add +3.8% | 58,565 | $35.9M |
| Mfa Wealth Advisors, LLC | 7.82% | Add +2949.6% | 58,491 | $35.8M |
| Bear Mountain Capital, Inc. | 11.95% | Reduce -0.3% | 57,828 | $35.7M |
| Aurelius Family Office LLC | 15.87% | Reduce -2.3% | 58,246 | $35.7M |
| Fairfax Financial Holdings | 1.73% | Reduce -20.1% | 58,248 | $35.7M |
| Garde Capital, Inc. | 1.78% | Reduce -6.3% | 57,752 | $35.4M |
| Fidelis Capital Partners, LLC | 2.76% | Add +0.3% | 57,666 | $35.3M |
| Integral Investment Advisors, Inc. | 9.49% | Reduce -0.5% | 57,495 | $35.2M |
| Boston Family Office LLC | 2.24% | Add +0.6% | 57,429 | $35.2M |
| Cordgrass Capital Advisors, LLC | 8.66% | Add +2.7% | 57,272 | $35.1M |
| Crestwood Advisors Group, LLC | 0.60% | Add +2.3% | 57,253 | $35.1M |
| Brooklyn FI, LLC | 7.81% | Add +6.1% | 56,935 | $34.9M |
| Lake Hills Wealth Management, LLC | 18.57% | Add +0.8% | 56,790 | $34.8M |
| Trust Co of the South | 5.77% | Add +0.6% | 56,762 | $34.8M |
| GenWealth Group, Inc. | 6.47% | Reduce -1.2% | 56,760 | $34.8M |
| Sfm, LLC | 20.18% | Add +0.9% | 56,660 | $34.7M |
| Stratos Wealth Advisors, LLC | 1.67% | Add +10.4% | 56,609 | $34.7M |
| Apella Capital, LLC | 0.77% | Add +61.1% | 56,990 | $34.6M |
| Bleakley Financial Group, LLC | 0.80% | Reduce -0.8% | 56,367 | $34.5M |
| Trust Co. of Vermont | 1.50% | Add +11.9% | 56,092 | $34.3M |
| IFG Advisory, LLC | 1.54% | Add +4.7% | 55,158 | $33.8M |
| Allianz SE | 0.72% | Add +307.8% | 55,054 | $33.7M |
| Basso Capital Management, L.P. | 22.50% | Add +0.3% | 54,871 | $33.6M |
| NewEdge Wealth, LLC | 0.48% | Add +18.4% | 53,814 | $33.5M |
| BBR Partners, LLC | 1.93% | Reduce -5.6% | 54,692 | $33.5M |
| TD Waterhouse Canada Inc. | 0.22% | Add +30.6% | 54,373 | $33.4M |
| Boston Trust Walden Corp | 0.24% | Add +22.1% | 54,405 | $33.3M |
| Vident Advisory, LLC | 0.33% | Add +7.3% | 54,385 | $33.3M |
| R. W. Roge & Company, Inc. | 17.05% | Add +0.2% | 54,303 | $33.3M |
| First Merchants Corp. | 1.25% | Add +22.2% | 54,089 | $33.1M |
| Applied Capital LLC | 13.34% | Add +0.9% | 54,064 | $33.1M |
| IFP Advisors, Inc | 0.85% | Add +27.8% | 53,518 | $32.8M |
| SOA Wealth Advisors, LLC. | 5.29% | Add +2.6% | 53,054 | $32.5M |
| Belpointe Asset Management LLC | 1.24% | Reduce -2.8% | 53,024 | $32.5M |
| Conquis Financial LLC | 30.37% | Reduce -3.4% | 52,238 | $32.1M |
| Advisory Services Network, LLC | 0.47% | Add +2.9% | 52,035 | $31.9M |
| Williams Jones Wealth Management, LLC. | 0.36% | Add +20.0% | 52,032 | $31.9M |
| Avidian Wealth Enterprises, LLC | 1.20% | Add +0.5% | 52,014 | $31.9M |
| Sumitomo Life Insurance Co. | 0.98% | Add +555.7% | 51,800 | $31.7M |
| PKO Investment Management Joint-Stock Co | 2.71% | Add +7.3% | 51,758 | $31.7M |
| Aspire Capital Advisors LLC | 7.82% | Add +0.6% | 51,745 | $31.7M |
| Parsons Capital Management Inc. | 1.80% | Add +0.2% | 51,739 | $31.7M |
| Bowman & Co S.C. | 13.42% | Add +1.8% | 51,738 | $31.7M |
| First Financial Corp. | 12.41% | Reduce -0.1% | 51,724 | $31.7M |
| Cullen/Frost Bankers, Inc. | 0.37% | Reduce -1.6% | 51,459 | $31.5M |
| Canton Hathaway, LLC | 6.04% | Add +0.2% | 51,355 | $31.4M |
| Woodside Wealth Management LLC | 24.64% | Add +1.9% | 51,034 | $31.3M |
| Baker Tilly Wealth Management, LLC | 7.05% | Add +1.1% | 51,004 | $31.2M |
| First National Bank of Omaha | 1.97% | Reduce -0.5% | 50,831 | $31.1M |
| Sandy Cove Advisors, LLC | 9.92% | Add +1.9% | 50,683 | $31.0M |
| Integrated Advisors Network LLC | 1.29% | Reduce -8.2% | 50,201 | $30.7M |
| Diana Davis Spencer Foundation | 10.24% | No change | 49,675 | $30.4M |
| Journey Beyond Wealth, LLC | 24.96% | Reduce -4.3% | 49,542 | $30.3M |
| Zurich Insurance Group Ltd | 0.22% | Reduce -7.0% | 49,421 | $30.3M |
| First Citizens Bank & Trust Co. | 0.65% | Add +4.0% | 49,191 | $30.1M |
| Sequoia Financial Advisors, LLC | 0.18% | Add +15.0% | 49,152 | $30.1M |
| Promus Capital, LLC | 18.99% | Add +9.1% | 48,587 | $29.8M |
| Weil Company, Inc. | 7.16% | Add +3.5% | 48,559 | $29.7M |
| Parallel Advisors, LLC | 0.54% | Reduce -0.9% | 48,477 | $29.7M |
| Charter Oak Capital Management, LLC | 2.33% | Reduce -3.8% | 48,462 | $29.7M |
| EverSource Wealth Advisors, LLC | 1.17% | Reduce -0.4% | 48,384 | $29.6M |
| Prospera Financial Services Inc | 0.50% | Add +0.4% | 48,198 | $29.6M |
| Argent Trust Co | 1.04% | Add +0.6% | 48,056 | $29.4M |
| Royal Fund Management, LLC | 3.53% | Reduce -13.2% | 47,630 | $29.3M |
| Kathleen S. Wright Associates Inc. | 10.74% | Add +4.4% | 47,275 | $29.0M |
| KilterHowling LLC | 16.09% | Add +1.0% | 47,176 | $28.9M |
| Marex Group Ltd | 0.36% | Add +850.1% | 47,144 | $28.9M |
| Meridian Financial Partners LLC | 11.86% | Reduce -1.6% | 46,122 | $28.5M |
| Park Avenue Securities LLC | 0.22% | Add +13.1% | 46,304 | $28.4M |
| Unconventional Investor, LLC | 14.16% | Add +2.6% | 46,112 | $28.2M |
| Capital Management Associates, Inc | 7.62% | Add +0.7% | 46,039 | $28.2M |
| Marshall Financial Group Inc. | 7.75% | Add +11.2% | 46,006 | $28.2M |
| Oakworth Capital, Inc. | 1.62% | Reduce -1.2% | 45,897 | $28.1M |
| Romano Brothers and Company | 3.21% | Add +2.1% | 45,819 | $28.1M |
| PFG Advisors | 1.15% | Reduce -93.3% | 45,676 | $28.0M |
| Van Eck Associates Corp. | 0.03% | Reduce -0.1% | 45,598 | $27.9M |
| CWS Financial Advisors, LLC | 7.69% | Reduce -1.3% | 45,229 | $27.7M |
| Thompson Siegel & Walmsley LLC | 0.45% | Reduce -5.3% | 45,186 | $27.7M |
| Canerector Inc. | 14.11% | Add +0.0% | 45,150 | $27.6M |
| Strategent Financial, LLC | 19.73% | Add +2.7% | 45,042 | $27.6M |
| Ade, LLC | 13.94% | Reduce -1.2% | 45,024 | $27.6M |
| Sensible Financial Planning & Management, LLC. | 5.01% | Add +5.3% | 45,017 | $27.6M |
| Southeast Asset Advisors, LLC | 3.00% | Reduce -0.7% | 44,968 | $27.5M |
| EnRich Financial Partners LLC | 7.83% | Add +0.6% | 44,924 | $27.5M |
| Tompkins Financial Corp. | 2.29% | Reduce -18.2% | 44,665 | $27.4M |
| High Net Worth Advisory Group LLC | 6.57% | Add +0.5% | 44,604 | $27.3M |
| Ameritas Advisory Services, LLC | 1.79% | Add +84.6% | 44,602 | $27.3M |
| Mandatum Life Insurance Co Ltd | 6.52% | Add +16.3% | 44,542 | $27.3M |
| Kingswood Wealth Advisors, LLC | 1.65% | Add +17.8% | 44,402 | $27.2M |
| Beacon Harbor Wealth Advisors, Inc. | 6.35% | Reduce -0.8% | 44,373 | $27.2M |
| Matrix Trust Co | 4.25% | Add +1.0% | 44,284 | $27.1M |
| North Star Investment Management Corp. | 1.74% | Add +4.6% | 44,112 | $27.0M |
| Evanson Asset Management, LLC | 1.52% | Add +13.0% | 44,028 | $27.0M |
| Members Advisory Group LLC | 9.51% | Add +1.1% | 43,869 | $26.9M |
| Alexander Labrunerie & Co., Inc. | 10.04% | Add +13.7% | 43,900 | $26.9M |
| Whittier Trust Co. of Nevada Inc. | 0.57% | Add +0.1% | 43,632 | $26.8M |
| O'Connor Financial Group LLC | 11.25% | Add +3.2% | 43,820 | $26.8M |
| Axxcess Wealth Management, LLC | 0.57% | Add +45.5% | 43,814 | $26.8M |
| Omega Advisors (Leon Cooperman) | 0.83% | No change | 43,593 | $26.7M |
| Baltimore-Washington Financial Advisors, Inc. | 1.14% | Add +0.9% | 43,564 | $26.7M |
| Fairscale Capital, LLC | 18.32% | Reduce -0.9% | 43,386 | $26.6M |
| C M Bidwell & Associates Ltd. | 12.75% | Add +278.4% | 43,296 | $26.5M |
| Bryant Woods Investment Advisors, LLC | 10.30% | Add +3.5% | 43,028 | $26.4M |
| Nicolet Bankshares Inc. | 4.22% | Add +2.9% | 42,910 | $26.3M |
| Freedom Financial Partners LLC | 9.97% | Add +1.6% | 42,725 | $26.2M |
| Exencial Wealth Advisors, LLC | 0.85% | Add +2.8% | 42,472 | $26.0M |
| American Century Companies Inc. | 0.01% | Add +24.9% | 42,100 | $25.8M |
| Operose Advisors LLC | 6.43% | Add +13.3% | 42,099 | $25.8M |
| First National Bank Sioux Falls | 8.03% | Add +0.2% | 42,035 | $25.7M |
| Waldron Private Wealth LLC | 1.04% | Add +11.9% | 41,787 | $25.7M |
| Intelligent Financial Strategies | 12.41% | Reduce -17.0% | 41,513 | $25.5M |
| Stuart Investment Advisors, Inc. | 23.80% | Reduce -0.2% | 41,375 | $25.3M |
| Retirement Wealth Solutions LLC | 16.65% | Reduce -1.6% | 41,373 | $25.3M |
| Arkadios Wealth Advisors | 0.62% | Add +2.9% | 41,142 | $25.2M |
| Three Bridge Wealth Advisors, LLC | 6.47% | Add +1.0% | 40,881 | $25.1M |
| Clark Financial Services Group Inc. | 13.34% | Reduce -1.2% | 40,985 | $25.1M |
| RFG Advisory, LLC | 0.52% | Add +3.8% | 40,941 | $25.1M |
| Family Office Research LLC | 10.94% | Add +1.3% | 40,858 | $25.0M |
| Naples Global Advisors, LLC | 1.95% | Add +0.5% | 40,727 | $25.0M |
| Verdence Capital Advisors LLC | 1.44% | Add +0.5% | 39,687 | $25.0M |
| Tritonpoint Wealth, LLC | 2.14% | Reduce -0.1% | 40,626 | $24.9M |
| Synergy Investment Management, LLC | 9.53% | Add +1.0% | 40,735 | $24.9M |
| VestGen Advisors, LLC | 0.83% | Reduce -5.0% | 40,575 | $24.8M |
| Wealth Group Ltd | 5.74% | Reduce -6.3% | 40,524 | $24.8M |
| CM Wealth Advisors LLC | 6.54% | Reduce -0.3% | 40,381 | $24.8M |
| Joel Isaacson & Co., LLC | 0.89% | Add +3.5% | 40,471 | $24.8M |
| Eq LLC | 8.41% | Add +1.8% | 40,442 | $24.8M |
| Wheelhouse Advisory Group LLC | 10.61% | Add +6.1% | 40,239 | $24.6M |
| Rareview Capital LLC | 15.02% | Reduce -2.5% | 43,311 | $24.6M |
| Venture Visionary Partners LLC | 0.85% | Reduce -15.9% | 40,105 | $24.6M |
| Asset Allocation & Management Company, LLC | 10.44% | No change | 40,080 | $24.5M |
| McCollum Christoferson Group LLC | 7.02% | Add +120.3% | 40,014 | $24.5M |
| UNIVEST FINANCIAL Corp | 1.37% | Reduce -7.9% | 39,991 | $24.5M |
| Spire Wealth Management | 0.83% | Add +13.3% | 39,897 | $24.4M |
| Core Wealth Advisors, Inc. | 6.36% | Reduce -0.1% | 39,844 | $24.4M |
| JDM Financial Group LLC | 10.19% | Reduce -11.5% | 58,199 | $24.3M |
| Signal Tree Financial Partners LLC | 19.26% | Add +1.6% | 39,543 | $24.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.1% | 39,452 | $24.2M |
| InvesTrust | 8.80% | No change | 39,239 | $24.0M |
| CVA Family Office, LLC | 3.06% | Add +0.1% | 38,821 | $23.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Reduce -49.9% | 38,700 | $23.7M |
| Sound View Wealth Advisors Group, LLC | 1.63% | Add +0.2% | 38,681 | $23.7M |
| Manchester Capital Management LLC | 3.21% | Reduce -5.9% | 38,669 | $23.7M |
| Park Presidio Capital LLC | 2.06% | Reduce -0.8% | 38,617 | $23.6M |
| Cornerstone Wealth Group, LLC | 1.60% | Add +2.4% | 38,613 | $23.6M |
| MKT Advisors LLC | 8.80% | Reduce -0.5% | 38,475 | $23.6M |
| Secure Asset Management, LLC | 3.90% | Reduce -8.8% | 38,450 | $23.6M |
| Journey Strategic Wealth LLC | 0.66% | Add +39.8% | 38,326 | $23.5M |
| Great Valley Advisor Group, Inc. | 0.47% | Add +4.5% | 38,252 | $23.4M |
| Diversify Wealth Management, LLC | 1.35% | Add +6.8% | 37,259 | $23.4M |
| Y.D. More Investments Ltd | 1.32% | Add +15.3% | 38,170 | $23.4M |
| waypoint wealth counsel | 9.21% | Reduce -1.3% | 38,072 | $23.3M |
| Balentine LLC | 0.85% | Add +1.6% | 37,876 | $23.2M |
| Brighton Jones LLC | 0.55% | Reduce -0.5% | 37,785 | $23.1M |
| First National Trust Co | 0.79% | Add +0.6% | 37,687 | $23.1M |
| Tribridge Partners Financial LLC | 10.56% | Add +17.2% | 37,367 | $23.0M |
| First Command Advisory Services, Inc. | 0.17% | Reduce -2.4% | 37,539 | $23.0M |
| Victory Financial Group, LLC | 3.16% | Add +24.0% | 37,520 | $23.0M |
| Riverpoint Wealth Management Holdings, LLC | 5.02% | Add +0.2% | 37,307 | $22.8M |
| Farmers & Merchants Investments Inc. | 0.64% | Add +0.3% | 37,115 | $22.7M |
| Cascades Capital Asset Management, LLC | 10.16% | Add +4.0% | 37,108 | $22.7M |
| TruWealth Advisors, LLC | 1.15% | Add +1.7% | 37,025 | $22.7M |
| Triad Wealth Partners, LLC | 2.92% | Add +47.9% | 36,990 | $22.7M |
| Stonegate Investment Group, LLC | 0.52% | Reduce -2.0% | 36,888 | $22.6M |
| Rialto Wealth Management, LLC | 5.79% | Reduce -5.5% | 36,675 | $22.5M |
| Capital Investment Advisors, LLC | 0.37% | Add +8.9% | 36,641 | $22.4M |
| Caliber Wealth Management, LLC / KS | 2.50% | Add +3.3% | 36,611 | $22.4M |
| 1834 Investment Advisors Co. | 2.75% | Add +1.8% | 36,562 | $22.4M |
| Tudor Investment Corporation | 0.15% | Reduce -13.8% | 36,506 | $22.4M |
| Alamar Capital Management, LLC | 11.81% | Add +1.6% | 36,367 | $22.3M |
| Valtrion Capital Management, LLC | 23.98% | Add +6.9% | 36,420 | $22.3M |
| Evergreen Capital Management LLC | 0.53% | Add +3.5% | 36,277 | $22.3M |
| Heritage Wealth Advisors | 0.97% | Reduce -0.8% | 36,369 | $22.3M |
| Fort Vancouver Investment Management, LLC | 12.35% | Add +5.2% | 36,320 | $22.2M |
| Highline Wealth Partners LLC | 5.98% | Add +3.4% | 36,302 | $22.2M |
| FourThought Financial Partners, LLC | 1.95% | Add +16.5% | 36,220 | $22.2M |
| Nuveen, LLC | 0.01% | Add +66.2% | 36,003 | $22.0M |
| TD Capital Management LLC | 1.98% | Add +53.3% | 35,821 | $21.9M |
| Visionary Wealth Advisors | 1.02% | Add +35.1% | 35,676 | $21.8M |
| Lakeshore Financial Planning, Inc. | 8.11% | Reduce -3.8% | 35,665 | $21.8M |
| Smith Shellnut Wilson LLC | 8.35% | Add +8.5% | 35,485 | $21.7M |
| Apexium Financial, LP | 1.06% | Reduce -1.0% | 35,423 | $21.7M |
| Base Wealth Management LLC | 12.38% | Add +7.8% | 35,466 | $21.7M |
| Barings LLC | 0.42% | No change | 35,299 | $21.6M |
| Burney Co./ | 0.69% | Add +0.1% | 35,244 | $21.6M |
| Elevatus Welath Management | 6.21% | Reduce -19.7% | 35,113 | $21.5M |
| Montag A & Associates Inc. | 0.99% | Reduce -10.2% | 34,861 | $21.4M |
| Cary Street Partners Financial LLC | 0.56% | Add +0.6% | 34,954 | $21.4M |
| First Bank & Trust | 3.60% | Reduce -19.4% | 34,914 | $21.4M |
| Kovack Advisors, Inc. | 2.01% | Reduce -3.5% | 34,852 | $21.3M |
| Keystone Financial Group | 1.63% | Add +0.9% | 34,712 | $21.3M |
| Pinnacle Bancorp, Inc. | 6.29% | Reduce -1.3% | 34,797 | $21.3M |
| WNY Asset Management, LLC | 2.05% | Reduce -1.6% | 34,776 | $21.3M |
| Harbor Advisory Corp. | 6.28% | Reduce -0.3% | 34,689 | $21.2M |
| Guardian Financial Partners, LLC | 8.96% | Reduce -3.7% | 34,668 | $21.2M |
| Spectrum Investment Advisors, Inc. | 11.46% | Reduce -4.3% | 34,574 | $21.2M |
| Northstar Group, Inc. | 3.20% | Add +0.1% | 34,324 | $21.0M |
| Busey Bank | 0.59% | Add +56.2% | 34,292 | $21.0M |
| Carnegie Investment Counsel | 0.40% | Add +0.5% | 34,260 | $21.0M |
| Centric Wealth Management | 4.65% | Reduce -1.2% | 33,347 | $20.9M |
| Richardson Capital Management LLC | 9.91% | Add +846.4% | 34,050 | $20.9M |
| Envision Financial LLC | 11.94% | Add +11.5% | 34,032 | $20.8M |
| Milestone Asset Management, LLC | 3.92% | Add +136.5% | 33,832 | $20.7M |
| Red Door Wealth Management, LLC | 2.20% | Add +8.8% | 33,768 | $20.7M |
| Braun Stacey Associates Inc. | 0.67% | Add +0.5% | 33,605 | $20.6M |
| Lanham O'Dell & Company, Inc. | 6.53% | Add +2.3% | 33,469 | $20.5M |
| Ogorek Anthony Joseph /NY/ | 5.86% | Add +0.6% | 33,447 | $20.5M |
| SVB Wealth LLC | 1.09% | Reduce -8.4% | 33,191 | $20.3M |
| Dodds Wealth, LLC | 5.03% | Add +5.3% | 33,158 | $20.3M |
| Rational Advisors, Inc. | 2.11% | Reduce -16.2% | 33,100 | $20.3M |
| Quotient Wealth Partners, LLC | 0.55% | Reduce -1.0% | 32,623 | $20.0M |
| Tsfg, LLC | 3.17% | Add +3.9% | 32,560 | $19.9M |
| Brown Brothers Harriman & Co. | 0.12% | Add +15.2% | 32,558 | $19.9M |
| Madden Advisory Services, Inc. | 8.34% | Add +3.0% | 32,406 | $19.8M |
| Joel Adams & Associates, Inc. | 15.97% | Reduce -2.7% | 32,325 | $19.8M |
| Toronto Dominion Bank | 0.04% | Reduce -10.3% | 32,363 | $19.8M |
| Blue Square Asset Management, LLC | 8.61% | Add +1.9% | 32,248 | $19.7M |
| Roth Financial Partners LLC | 6.65% | Reduce -0.8% | 32,207 | $19.7M |
| GTS Securities LLC | 0.76% | Reduce -17.8% | 32,134 | $19.7M |
| Brave Asset Management Inc. | 4.80% | Reduce -2.9% | 32,121 | $19.7M |
| AssuredPartners Investment Advisors, LLC | 4.35% | Add +2.8% | 31,948 | $19.6M |
| Ballentine Capital Advisors, Inc | 8.65% | Add +0.6% | 31,937 | $19.6M |
| Thoroughbred Financial Services, LLC | 1.21% | Add +7.8% | 31,929 | $19.6M |
| Conning Inc. | 0.68% | Reduce -19.1% | 31,887 | $19.5M |
| Wesbanco Bank Inc. | 0.54% | Add +0.4% | 31,833 | $19.5M |
| Caerus Investment Advisors, LLC | 7.91% | Add +9.8% | 31,558 | $19.3M |
| Beaumont Financial Advisors, LLC | 1.27% | Reduce -3.4% | 31,127 | $19.1M |
| Abound Wealth Management | 4.76% | Add +10.4% | 31,063 | $19.0M |
| Atlatl Advisers LLC | 7.55% | Add +4.8% | 31,041 | $19.0M |
| Abacus Planning Group, Inc. | 2.62% | Reduce -1.3% | 31,007 | $19.0M |
| Main Street Financial Solutions, LLC | 1.22% | Add +1.7% | 31,004 | $19.0M |
| Capital City Trust Co. | 4.60% | Add +4.0% | 30,724 | $18.8M |
| Running Point Capital Advisors, LLC | 5.03% | Add +1.5% | 30,655 | $18.8M |
| Arete Wealth Advisors, LLC | 1.17% | Reduce -0.8% | 30,592 | $18.7M |
| Kohmann Bosshard Financial Services, LLC | 1.92% | Reduce -6.0% | 30,389 | $18.6M |
| Davidson Kahn Capital Management, LLC | 10.36% | Add +2.9% | 30,346 | $18.6M |
| Peachtree Investment Partners, LLC | 6.44% | Add +38.8% | 30,339 | $18.6M |
| Sunbeam Capital Management, LLC | 11.53% | Add +49.3% | 30,203 | $18.5M |
| Systelligence, LLC | 3.51% | Reduce -29.1% | 30,215 | $18.5M |
| Independent Financial Group, LLC | 0.44% | Add +9.9% | 30,130 | $18.5M |
| TFB Advisors LLC | 5.35% | Reduce -13.6% | 30,183 | $18.4M |
| Smartleaf Asset Management LLC | 1.13% | Add +19.1% | 30,058 | $18.3M |
| FWG Investments, LLC. | 12.57% | Reduce -2.5% | 29,939 | $18.3M |
| FineMark National Bank & Trust | 0.60% | Add +18.5% | 29,920 | $18.3M |
| Pilgrim Partners Asia Pte Ltd | 8.14% | — | 29,850 | $18.3M |
| Blackston Financial Advisory Group, LLC | 10.83% | Reduce -4.2% | 29,768 | $18.2M |
| Balance Wealth Partners LLC | 4.47% | Add +76.2% | 29,570 | $18.1M |
| Gibson Wealth Advisors LLC | 12.86% | Reduce -4.6% | 29,549 | $18.1M |
| Gutierrez Wealth Advisory, LLC | 11.56% | Reduce -1.2% | 29,511 | $18.1M |
| Ironsides Asset Advisors, LLC | 4.65% | Add +0.1% | 29,460 | $18.0M |
| SageView Advisory Group, LLC | 0.62% | Reduce -1.4% | 29,439 | $18.0M |
| Battery Global Advisors, LLC | 8.45% | Add +2.8% | 29,270 | $18.0M |
| Dorsey & Whitney Trust CO LLC | 0.95% | Add +3.1% | 29,319 | $18.0M |
| Atlanta Consulting Group Advisors, LLC | 4.36% | Add +80.8% | 29,028 | $17.8M |
| Seeds Investor LLC | 3.75% | Add +34.6% | 29,050 | $17.8M |
| Modera Wealth Management, LLC | 0.21% | Add +6.0% | 28,978 | $17.7M |
| Jane Street Group, LLC | 0.02% | New | 28,944 | $17.7M |
| Baker Ellis Asset Management LLC | 2.18% | Add +1.6% | 28,870 | $17.7M |
| Bridges Investment Management Inc. | 0.23% | Reduce -1.7% | 28,859 | $17.7M |
| Avory & Company, LLC | 10.63% | No change | 28,810 | $17.6M |
| Meridian Wealth Management, LLC | 0.68% | Reduce -3.1% | 28,790 | $17.6M |
| Evolution Wealth Advisors, LLC | 2.36% | Add +2.7% | 28,720 | $17.6M |
| Dynamic Advisor Solutions LLC | 0.51% | Add +30.9% | 28,602 | $17.5M |
| Ingalls & Snyder LLC | 0.57% | Add +20.1% | 28,538 | $17.5M |
| Peak Financial Management, Inc. | 4.61% | Reduce -4.7% | 28,473 | $17.4M |
| Saiph Capital, LLC | 6.26% | Add +0.0% | 28,410 | $17.4M |
| Curbstone Financial Management Corp | 3.34% | Reduce -0.2% | 28,370 | $17.4M |
| Fort Sheridan Advisors LLC | 2.27% | Add +11.9% | 28,322 | $17.3M |
| Lowery Thomas, LLC | 9.96% | Add +2.1% | 28,152 | $17.2M |
| Zuckerman Investment Group, LLC | 1.60% | Add +1.0% | 28,091 | $17.2M |
| Silvercrest Asset Management Group LLC | 0.11% | Reduce -1.2% | 28,077 | $17.2M |
| Haverford Trust Co | 0.16% | Add +0.6% | 28,076 | $17.2M |
| Security Financial Services, INC. | 2.78% | Reduce -1.4% | 28,036 | $17.2M |
| CSS LLC | 2.99% | No change | 27,990 | $17.1M |
| Plan Group Financial, LLC | 4.60% | Reduce -13.4% | 27,971 | $17.1M |
| Parkside Financial Bank & Trust | 1.33% | Add +1.6% | 27,945 | $17.1M |
| U.S. Capital Wealth Advisors, LLC | 0.46% | Add +20.8% | 27,912 | $17.1M |
| WorthPointe, LLC | 6.38% | Add +0.6% | 27,815 | $17.0M |
| Payden & Rygel | 1.43% | Reduce -8.7% | 27,800 | $17.0M |
| Americana Partners, LLC | 0.51% | Add +1.1% | 27,790 | $17.0M |
| Nicolet Advisory Services, LLC | 1.30% | Add +8.8% | 27,254 | $16.8M |
| Matrix Asset Advisors Inc. | 1.55% | Add +11.7% | 27,302 | $16.7M |
| Invenio Wealth Partners LLC | 6.06% | Add +19.1% | 27,207 | $16.7M |
| Arista Wealth Management, LLC | 2.06% | Reduce -1.7% | 27,104 | $16.6M |
| Delta Wealth Advisors LLC | 12.97% | Reduce -1.7% | 27,059 | $16.6M |
| SOL Capital Management CO | 1.48% | Add +1.4% | 26,943 | $16.5M |
| CORDA Investment Management, LLC. | 1.16% | Add +0.1% | 26,878 | $16.5M |
| Investment Counsel Co. of Nevada | 33.49% | Add +0.3% | 26,868 | $16.5M |
| Virtu Financial LLC | 0.92% | New | 26,829 | $16.4M |
| Community Bank, N.A. | 1.98% | No change | 26,751 | $16.4M |
| Glenview Trust Co | 0.26% | Reduce -3.0% | 26,721 | $16.4M |
| Berger Financial Group, Inc | 0.98% | Reduce -0.9% | 26,650 | $16.3M |
| Stelac Advisory Services LLC | 5.64% | Add +0.3% | 26,563 | $16.3M |
| Flagship Harbor Advisors, LLC | 0.71% | Add +7.1% | 26,606 | $16.3M |
| AdvisorNet Financial, Inc | 0.92% | Add +21.5% | 26,460 | $16.2M |
| FSB Premier Wealth Management, Inc. | 5.31% | Reduce -1.8% | 26,354 | $16.1M |
| Lodestar Private Asset Management LLC | 1.68% | Reduce -11.0% | 26,276 | $16.1M |
| Walkner Condon Financial Advisors LLC | 2.55% | Add +0.2% | 26,243 | $16.1M |
| Freestate Advisors LLC | 13.48% | Add +6.3% | 26,238 | $16.1M |
| Certus Wealth Management, LLC | 9.61% | Reduce -2.1% | 26,212 | $16.1M |
| Ausdal Financial Partners, Inc. | 0.78% | Add +125.1% | 26,179 | $16.0M |
| Lanark Financial, Inc. | 1.24% | Add +63.4% | 26,124 | $16.0M |
| Certified Advisory Corp | 1.52% | Add +37.4% | 26,102 | $16.0M |
| Vicus Capital | 1.22% | Reduce -8.8% | 26,063 | $16.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.32% | Add +17.5% | 25,783 | $15.8M |
| LBMC Investment Advisors, LLC | 1.01% | Reduce -0.1% | 25,777 | $15.8M |
| Cozad Asset Management Inc. | 1.25% | Add +4.5% | 25,724 | $15.8M |
| Intellus Advisors LLC | 2.15% | Add +25.6% | 25,688 | $15.7M |
| Waterloo Capital, L.P. | 1.17% | Add +1.7% | 25,578 | $15.7M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1.85% | Reduce -24.1% | 25,477 | $15.6M |
| Everett Harris & Co. | 0.19% | Add +1.6% | 25,425 | $15.6M |
| Rossmore Private Capital | 1.67% | Add +5.0% | 25,315 | $15.5M |
| N.E.W. Advisory Services LLC | 1.38% | Add +6.2% | 25,303 | $15.5M |
| Avity Investment Management Inc. | 1.09% | Add +44.6% | 25,297 | $15.5M |
| Motley Fool Wealth Management, LLC | 1.05% | Reduce -1.5% | 25,190 | $15.4M |
| Headlands Technologies LLC | 1.23% | Add +304.3% | 25,187 | $15.4M |
| Florida Financial Advisors, LLC | 4.76% | Reduce -18.1% | 25,175 | $15.4M |
| Western Wealth Management, LLC | 0.81% | Add +0.7% | 25,146 | $15.4M |
| Wetzel Investment Advisors, Inc. | 6.58% | Add +0.2% | 25,026 | $15.4M |
| Nottingham Advisors, Inc. | 2.11% | Reduce -0.0% | 24,864 | $15.2M |
| Ascent Group, LLC | 0.54% | Reduce -16.8% | 24,792 | $15.2M |
| Insigneo Advisory Services, LLC | 1.06% | Add +14.9% | 24,724 | $15.1M |
| Traphagen Investment Advisors LLC | 1.30% | Add +0.9% | 24,712 | $15.1M |
| IHT Wealth Management, LLC | 0.38% | Add +1.1% | 24,693 | $15.1M |
| Global Endowment Management, LP | 1.89% | Add +0.3% | 24,684 | $15.1M |
| Vested Financial Planning, LLC | 12.24% | Reduce -0.6% | 24,634 | $15.1M |
| Washington Trust Advisors, Inc. | 1.14% | Add +3.2% | 24,553 | $15.0M |
| Ofc Financial Planning, LLC | 14.89% | Add +0.6% | 24,549 | $15.0M |
| Formulate Financial LLC | 18.64% | — | 24,548 | $15.0M |
| DeDora Capital, Inc. | 3.61% | Reduce -1.7% | 24,395 | $14.9M |
| Bishop & Co Investment Management, LLC | 5.00% | Reduce -0.1% | 24,393 | $14.9M |
| Aspire Growth Partners LLC | 10.91% | Add +7.2% | 24,369 | $14.9M |
| Twin Focus Capital Partners, LLC | 1.89% | Reduce -1.8% | 24,341 | $14.9M |
| Hilltop National Bank | 3.67% | No change | 24,335 | $14.9M |
| LifePlan Investment Advisors, Inc. | 6.24% | Add +65.0% | 24,309 | $14.9M |
| First American Bank | 0.94% | Reduce -0.3% | 24,308 | $14.9M |
| First Heartland Consultants, Inc. | 1.20% | Add +10.7% | 24,201 | $14.8M |
| Retirement Capital Strategies | 5.66% | Reduce -5.6% | 24,076 | $14.7M |
| Snowden Capital Advisors LLC | 0.41% | Add +9.1% | 24,002 | $14.7M |
| Westmount Partners, LLC | 3.80% | Reduce -2.1% | 23,967 | $14.7M |
| Sapient Capital LLC | 0.23% | Add +4.4% | 23,940 | $14.6M |
| Prosperity Wealth Management, Inc. | 4.96% | Reduce -1.3% | 23,873 | $14.6M |
| Charis Legacy Partners, LLC | 21.78% | Reduce -4.4% | 23,842 | $14.6M |
| HRT Financial LP | 0.05% | New | 23,797 | $14.6M |
| Flower City Capital | 7.83% | Reduce -3.4% | 23,712 | $14.6M |
| Pachira Investments Inc. | 8.17% | Reduce -5.9% | 23,738 | $14.5M |
| Traction Financial Partners, LLC | 8.97% | Add +1.1% | 23,723 | $14.5M |
| Independent Family Office, LLC | 6.13% | Add +27.8% | 23,655 | $14.5M |
| Moisand Fitzgerald Tamayo, LLC | 1.69% | Reduce -10.2% | 23,472 | $14.4M |
| Benjamin Edwards Inc. | 0.16% | Reduce -4.9% | 23,295 | $14.3M |
| Laurel Wealth Planning LLC | 7.52% | Add +1.7% | 23,216 | $14.2M |
| Sachem Hill LLC | 2.83% | Reduce -5.7% | 23,144 | $14.2M |
| ArchPoint Investors | 3.88% | No change | 23,007 | $14.1M |
| Fifth Third Wealth Advisors LLC | 0.52% | Add +1.0% | 23,012 | $14.1M |
| Facet Wealth, Inc. | 0.29% | Add +5.4% | 22,943 | $14.0M |
| Resonant Capital Advisors, LLC | 0.80% | Reduce -1.8% | 22,433 | $13.8M |
| Harel Insurance Investments & Financial Services Ltd. | 0.12% | Add +49.3% | 22,619 | $13.8M |
| Cobblestone Capital Advisors LLC | 0.66% | Reduce -2.7% | 22,478 | $13.8M |
| Wealthspire Retirement, LLC | 0.88% | Add +3.2% | 22,469 | $13.8M |
| Autumn Glory Partners, LLC | 5.65% | Add +22.0% | 22,457 | $13.8M |
| Chris Bulman Inc | 6.88% | Add +28.6% | 22,449 | $13.7M |
| Prospera Capital Management, LLC | 6.61% | Reduce -1.7% | 22,327 | $13.7M |
| Aspen Grove Capital, LLC | 2.29% | Add +2.7% | 22,194 | $13.6M |
| GAM Holding AG | 0.84% | No change | 22,250 | $13.6M |
| Piedmont Capital Management, LLC | 7.15% | Add +4.8% | 22,124 | $13.6M |
| Disciplina Capital Management LLC | 1.64% | Reduce -13.0% | 22,069 | $13.5M |
| Mendel Capital Management LLC | 7.08% | Add +3.7% | 22,056 | $13.5M |
| Connecticut Wealth Management, LLC | 0.60% | Reduce -3.5% | 22,011 | $13.5M |
| Soundwatch Capital LLC | 2.16% | Reduce -99.0% | 21,974 | $13.5M |
| Wilmington Savings Fund Society, FSB | 0.32% | Reduce -82.0% | 21,844 | $13.4M |
| Sowell Financial Services LLC | 0.51% | Reduce -2.0% | 21,609 | $13.2M |
| Eagle Strategies LLC | 1.77% | Add +2.8% | 21,574 | $13.2M |
| Philadelphia Trust Co. | 0.93% | Reduce -1.1% | 21,543 | $13.2M |
| Baron Silver Stevens Financial Advisors, LLC | 1.93% | Reduce -4.8% | 21,540 | $13.2M |
| Eight 31 Financial, LLC | 7.43% | Add +6.9% | 21,520 | $13.2M |
| YANKCOM Partnership | 5.92% | Add +2.9% | 21,484 | $13.2M |
| BridgePort Financial Solutions, LLC | 3.54% | Add +2.4% | 21,481 | $13.2M |
| Van Strum & Towne Inc. | 3.86% | Reduce -2.1% | 21,464 | $13.1M |
| Peak Retirement Planning, Inc. | 3.70% | Add +51.2% | 21,449 | $13.1M |
| Activest Wealth Management | 2.66% | Add +3.0% | 21,426 | $13.1M |
| Principal Securities, Inc. | 0.22% | Add +10.1% | 21,421 | $13.1M |
| Whitaker-Myers Wealth Managers, LTD. | 2.86% | Add +22.9% | 21,417 | $13.1M |
| Coyle Financial Counsel LLC | 3.02% | Reduce -0.7% | 21,398 | $13.1M |
| Patten & Patten Inc. | 0.77% | Add +23.7% | 21,380 | $13.1M |
| Uptick Partners, LLC | 3.43% | Add +2.3% | 21,341 | $13.1M |
| KPP Advisory Services LLC | 1.94% | Add +1.4% | 21,330 | $13.1M |
| McClarren Financial Advisors, Inc. | 7.98% | Add +45.9% | 33,905 | $13.0M |
| Patriot Financial Group Insurance Agency, LLC | 1.66% | Reduce -7.1% | 21,230 | $13.0M |
| Trinity Financial Advisors LLC | 3.74% | Add +3.4% | 21,093 | $13.0M |
| Cypress Point Wealth Management, LLC | 2.62% | Reduce -0.4% | 21,141 | $12.9M |
| Continuum Advisory, LLC | 1.37% | Add +17.9% | 21,131 | $12.9M |
| Central Valley Advisors, LLC | 3.99% | Add +1.5% | 21,035 | $12.9M |
| Roehl & Yi Investment Advisors, LLC | 5.60% | Reduce -0.4% | 145,806 | $12.9M |
| Laird Norton Wetherby Wealth Management, LLC | 0.52% | Add +3.7% | 20,982 | $12.8M |
| Centaurus Financial, Inc. | 0.60% | Add +1.6% | 20,874 | $12.8M |
| Allie Family Office LLC | 6.05% | Add +175.6% | 20,807 | $12.8M |
| Fortitude Family Office, LLC | 3.45% | Reduce -1.0% | 20,833 | $12.8M |
| CSM Advisors, LLC | 0.36% | Add +6.4% | 20,819 | $12.7M |
| Cannell & Spears LLC | 0.24% | Add +10.2% | 20,808 | $12.7M |
| Bryn Mawr Trust Advisors, LLC | 0.63% | Add +1.3% | 20,804 | $12.7M |
| Bangor Savings Bank | 1.06% | Reduce -12.9% | 20,783 | $12.7M |
| Bison Wealth, LLC | 1.17% | Add +0.7% | 20,291 | $12.7M |
| Schneider Downs Wealth Management Advisors, LP | 1.51% | Add +0.3% | 20,761 | $12.7M |
| Fiduciary Advisors, Inc. | 10.26% | Reduce -4.2% | 20,736 | $12.7M |
| Sivia Capital Partners, LLC | 3.58% | Add +0.3% | 20,704 | $12.7M |
| Enclave Advisors LLC | 1.92% | Add +1.2% | 20,571 | $12.6M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +3.3% | 20,467 | $12.5M |
| Greenline Partners, LLC | 1.52% | Add +25.4% | 20,433 | $12.5M |
| Migdal Insurance & Financial Holdings Ltd. | 0.13% | Add +216.0% | 20,409 | $12.5M |
| Per Stirling Capital Management, LLC. | 1.49% | Reduce -20.5% | 20,341 | $12.5M |
| HUB Investment Partners, LLC | 0.46% | Add +18.5% | 20,246 | $12.4M |
| Future Financial Wealth Managment LLC | 7.80% | Add +0.1% | 20,228 | $12.4M |
| B. Riley Wealth Advisors, Inc. | 0.59% | Add +6.7% | 20,122 | $12.3M |
| Clark Asset Management, LLC | 1.43% | Add +175.2% | 20,089 | $12.3M |
| Ayalon Insurance Comp Ltd. | 3.11% | Add +17.6% | 20,035 | $12.3M |
| Ridgecrest Wealth Partners, LLC | 5.55% | Reduce -2.9% | 20,047 | $12.3M |
| Discipline Wealth Solutions, LLC | 3.23% | Add +11.4% | 20,026 | $12.3M |
| Ritter Daniher Financial Advisory LLC / DE | 2.14% | Add +1000.9% | 19,861 | $12.2M |
| Harbor Investment Advisory, LLC | 1.00% | Reduce -3.7% | 19,826 | $12.1M |
| Verus Wealth Management, LLC | 11.32% | Add +1.7% | 19,806 | $12.1M |
| Helium Advisors LLC | 10.03% | Reduce -30.9% | 19,613 | $12.0M |
| Golden Road Advisors LLC | 6.95% | Reduce -5.1% | 19,598 | $12.0M |
| Viewpoint Capital Management LLC | 5.28% | No change | 19,585 | $12.0M |
| First United Bank & Trust | 3.89% | Reduce -0.0% | 19,551 | $12.0M |
| BTC Capital Management, Inc. | 0.82% | Reduce -0.3% | 19,522 | $12.0M |
| Landaas & Co. /Wi | 2.71% | Add +1.1% | 19,502 | $11.9M |
| Prosperitas Financial LLC | 4.95% | Reduce -0.2% | 19,486 | $11.9M |
| Beacon Bridge Wealth Partners, LLC | 4.24% | Add +0.3% | 19,463 | $11.9M |
| WoodTrust Financial Corp | 1.41% | New | 19,382 | $11.9M |
| Mittelman Wealth Management | 7.77% | Add +0.4% | 19,369 | $11.9M |
| Founders Financial Securities LLC | 0.80% | Add +16.0% | 19,296 | $11.8M |
| Family CFO Inc | 5.44% | Add +0.2% | 19,290 | $11.8M |
| International Assets Investment Management, LLC | 0.95% | No change | 20,748 | $11.8M |
| Hikari Power Ltd | 0.95% | No change | 19,200 | $11.8M |
| Integrity Alliance, Llc. | 0.55% | Add +6.1% | 19,110 | $11.7M |
| Sendero Wealth Management, LLC | 1.36% | Reduce -2.7% | 18,920 | $11.6M |
| Bridgewater Advisors Inc. | 0.80% | Add +2.3% | 18,798 | $11.6M |
| LS Investment Advisors, LLC | 1.63% | Reduce -6.4% | 18,894 | $11.6M |
| BancFirst Trust & Investment Management | 4.40% | No change | 18,898 | $11.5M |
| Pullen Investment Management, LLC | 6.24% | Add +0.8% | 18,810 | $11.5M |
| Wellspring Financial Advisors, LLC | 1.04% | Add +10.8% | 328,734 | $11.4M |
| Precedent Wealth Partners, LLC | 2.50% | Add +19.4% | 18,511 | $11.3M |
| Donaldson Capital Management, LLC | 0.36% | Add +436.9% | 18,425 | $11.3M |
| Legacy Private Trust Co. | 0.68% | Reduce -1.4% | 18,422 | $11.3M |
| Rockwood Wealth Management, LLC | 0.90% | Add +2.3% | 18,418 | $11.3M |
| Private Trust Co. NA | 0.99% | Add +5.6% | 18,294 | $11.2M |
| Bradley Foster & Sargent Inc. | 0.16% | Reduce -6.4% | 18,263 | $11.2M |
| Regal Investment Advisors LLC | 0.73% | Add +12.8% | 18,228 | $11.2M |
| SP Asset Management LLC | 0.88% | Add +2.6% | 18,141 | $11.1M |
| Smith, Moore & Co. | 0.85% | Add +1.3% | 18,135 | $11.1M |
| New England Private Wealth Advisors LLC | 1.46% | Add +0.2% | 18,131 | $11.1M |
| Rockland Trust Co. | 0.45% | Add +17.4% | 18,125 | $11.1M |
| Websterrogers Financial Advisors, LLC | 3.32% | Reduce -0.2% | 18,102 | $11.1M |
| Pine Valley Investments Ltd Liability Co | 0.58% | Add +1.0% | 18,078 | $11.1M |
| SteelPeak Wealth, LLC | 0.37% | Add +192.3% | 18,028 | $11.1M |
| Stock Yards Bank & Trust Co. | 0.35% | Add +5.0% | 18,052 | $11.1M |
| Traynor Capital Management, Inc. | 0.63% | Add +22.1% | 18,001 | $11.0M |
| Factor Wealth Management LTD | 2.75% | Add +4.7% | 17,947 | $11.0M |
| KWB Wealth | 1.21% | Add +0.8% | 19,312 | $11.0M |
| Eastern Bank | 0.19% | Add +118.4% | 17,851 | $10.9M |
| Breakwater Capital Group | 1.61% | Add +1.5% | 17,806 | $10.9M |
| Center For Asset Management LLC | 5.80% | Add +61.0% | 17,756 | $10.9M |
| Magnus Financial Group LLC | 0.86% | Add +1.9% | 17,754 | $10.9M |
| Ashton Thomas Private Wealth, LLC | 0.28% | Add +28.0% | 17,664 | $10.8M |
| Pinnacle Associates Ltd. | 0.14% | Add +3.3% | 17,700 | $10.8M |
| White Lighthouse Investment Management Inc. | 1.65% | Add +3.3% | 17,683 | $10.8M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.31% | Reduce -16.4% | 17,601 | $10.8M |
| Axos Invest Inc. | 8.07% | New | 17,589 | $10.8M |
| Cadence Bank | 0.65% | Add +40.5% | 17,542 | $10.7M |
| Legacy Advisors, LLC | 1.32% | — | 17,385 | $10.7M |
| Relyea Zuckerberg Hanson LLC | 1.12% | Add +0.9% | 17,360 | $10.6M |
| Five Pine Wealth Management | 7.18% | Reduce -0.4% | 17,343 | $10.6M |
| Balboa Wealth Partners | 1.84% | Add +91.2% | 17,338 | $10.6M |
| CRA Financial Services, LLC | 1.45% | Add +11.2% | 17,332 | $10.6M |
| Sovran Advisors, LLC | 0.94% | Add +11.4% | 16,965 | $10.6M |
| MMBG Investment Advisors Co. | 0.94% | Reduce -21.6% | 17,232 | $10.6M |
| GC Wealth Management RIA, LLC | 0.35% | Add +1.1% | 17,221 | $10.5M |
| Bank of New Hampshire | 2.42% | Add +11.7% | 17,170 | $10.5M |
| Stephen J. Garry & Associates, LLC | 8.38% | Reduce -1.6% | 17,143 | $10.5M |
| Sunburst Financial Group, LLC | 2.20% | Add +0.0% | 17,070 | $10.5M |
| Continuum Wealth Advisors, LLC | 4.45% | Add +4.4% | 17,036 | $10.4M |
| GM Advisory Group, LLC | 0.44% | Reduce -10.4% | 16,990 | $10.4M |
| Marble Harbor Investment Counsel, LLC | 1.08% | No change | 16,846 | $10.3M |
| Mission Wealth Management, LP | 0.21% | Reduce -2.3% | 16,829 | $10.3M |
| Flputnam Investment Management Co. | 0.15% | Reduce -2.4% | 16,812 | $10.3M |
| Kitching Partners, LLC | 9.71% | Add +3.4% | 16,778 | $10.3M |
| Spirepoint Private Client, LLC | 1.08% | Add +75.6% | 16,775 | $10.3M |
| Omnia Family Wealth, LLC | 3.34% | Reduce -4.2% | 16,726 | $10.3M |
| Clifford Swan Investment Counsel LLC | 0.34% | Add +0.3% | 16,763 | $10.3M |
| DMKC Advisory Services, LLC | 5.20% | Add +5.3% | 16,749 | $10.3M |
| Rothschild Investment LLC | 0.58% | Reduce -1.1% | 16,746 | $10.3M |
| Serenus Wealth Advisors, LLC | 1.75% | Reduce -2.2% | 18,580 | $10.2M |
| Sumitomo Mitsui Financial Group, Inc. | 0.18% | Add +1.6% | 16,709 | $10.2M |
| Tolleson Wealth Management, Inc. | 1.58% | Add +197.2% | 16,617 | $10.2M |
| Navis Wealth Advisors, LLC | 7.66% | Add +0.0% | 16,651 | $10.2M |
| Fonville Wealth Management LLC | 2.29% | Reduce -1.5% | 16,629 | $10.2M |
| Flow Traders U.S. LLC | 0.41% | Reduce -65.6% | 16,618 | $10.2M |
| Marshall Financial Group, LLC | 1.98% | Add +1921.5% | 16,617 | $10.2M |
| NORTHSTAR ASSET MANAGEMENT Co | 2.18% | Add +1.7% | 16,562 | $10.1M |
| CPR Investments Inc. | 6.97% | Add +0.4% | 16,533 | $10.1M |
| Violich Capital Management, Inc. | 1.20% | Add +325.8% | 16,510 | $10.1M |
| Cambridge Capital Management, LLC | 4.82% | Add +21.5% | 16,424 | $10.1M |
| Traveka Wealth, LLC | 4.48% | Reduce -7.6% | 16,380 | $10.0M |
| Ameriflex Group, Inc. | 3.75% | Add +14.2% | 16,320 | $10.0M |
| Adams Wealth Management | 2.14% | Reduce -19.9% | 16,275 | $10.0M |
| CacheTech Inc. | 2.01% | Reduce -19.9% | 16,275 | $10.0M |
| Canvas Wealth Advisors, LLC | 1.81% | Add +3.2% | 16,171 | $9.9M |
| Evernest Financial Advisors, LLC | 2.78% | Add +62.0% | 16,219 | $9.9M |
| Asset Planning Corporation | 4.68% | Reduce -0.4% | 16,122 | $9.9M |
| Thrive Wealth Management, LLC | 1.49% | Reduce -0.1% | 16,097 | $9.9M |
| Staley Capital Advisers Inc. | 0.40% | Reduce -0.5% | 16,061 | $9.8M |
| Citizens Business Bank | 1.64% | Add +3.8% | 16,058 | $9.8M |
| Tactive Advisors, LLC | 2.78% | Add +121.3% | 16,042 | $9.8M |
| Duncan Williams Asset Management, LLC | 2.74% | Add +2.7% | 15,918 | $9.7M |
| Silverlake Wealth Management LLC | 2.39% | Add +569.0% | 15,910 | $9.7M |
| Nicholson Wealth Management Group, LLC | 5.70% | Reduce -32.3% | 15,883 | $9.7M |
| Luminvest Wealth Management LLC | 3.16% | Add +9.5% | 15,855 | $9.7M |
| West Bancorporation Inc. | 5.40% | Add +1.3% | 15,846 | $9.7M |
| Meridian Wealth Advisors, LLC | 1.37% | Add +369.3% | 15,806 | $9.7M |
| Root Financial Partners, LLC | 0.60% | Add +50.6% | 15,793 | $9.7M |
| Global Financial Private Client, LLC | 3.43% | Add +5.5% | 15,743 | $9.6M |
| HighMark Wealth Management LLC | 4.23% | Reduce -2.2% | 15,708 | $9.6M |
| Trilogy Capital Inc. | 0.44% | Reduce -1.6% | 15,704 | $9.6M |
| Bridgewealth Advisory Group, LLC | 2.23% | Reduce -0.8% | 15,679 | $9.6M |
| Tudor Financial Inc. | 5.09% | Reduce -1.4% | 15,633 | $9.6M |
| Belvedere Trading LLC | 0.77% | Add +1.2% | 15,624 | $9.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.55% | Reduce -46.2% | 15,620 | $9.6M |
| ICONIQ Capital, LLC | 0.12% | Add +0.2% | 15,615 | $9.6M |
| Marks Group Wealth Management, Inc | 0.89% | Add +0.0% | 15,613 | $9.6M |
| NavPoint Financial, Inc. | 5.01% | Reduce -2.7% | 15,596 | $9.6M |
| Amundi | 0.00% | Reduce -7.7% | 15,446 | $9.5M |
| EdgeRock Capital LLC | 2.65% | Reduce -18.4% | 15,563 | $9.5M |
| Balefire, LLC | 1.90% | Reduce -1.2% | 15,550 | $9.5M |
| PFG Investments, LLC | 0.49% | Add +7.5% | 15,529 | $9.5M |
| Segall Bryant & Hamill, LLC | 0.13% | Reduce -1.6% | 15,525 | $9.5M |
| SeaCrest Wealth Management, LLC | 1.00% | Add +2.8% | 15,360 | $9.5M |
| NBT Bank, N.A. | 0.62% | Add +10.4% | 16,954 | $9.5M |
| Creative Financial Designs Inc. | 0.64% | Add +1.5% | 15,436 | $9.5M |
| Tidal Investments LLC | 0.04% | Add +5.5% | 15,397 | $9.4M |
| Dakota Wealth Management | 0.19% | Reduce -13.6% | 15,396 | $9.4M |
| Defined Wealth Management, LLC | 5.47% | Reduce -0.2% | 15,395 | $9.4M |
| Independence Bank of Kentucky | 1.21% | Add +4.1% | 15,350 | $9.4M |
| Waller Financial Planning Group, Inc. | 2.15% | Add +1.7% | 15,291 | $9.4M |
| Sageworth Trust Co of South Dakota | 8.82% | Add +4.4% | 15,283 | $9.4M |
| Founders Grove Wealth Partners, LLC | 2.20% | Reduce -6.3% | 15,274 | $9.4M |
| Alpha Cubed Investments, LLC | 0.33% | Add +12.2% | 15,268 | $9.3M |
| Alpha Financial Advisors, LLC | 3.27% | Reduce -0.5% | 15,170 | $9.3M |
| Element Pointe Advisors, LLC | 1.98% | Add +2.8% | 15,161 | $9.3M |
| Parthenon LLC | 1.03% | Add +5.6% | 15,140 | $9.3M |
| Fermata Advisors, LLC | 2.35% | Add +21.5% | 15,139 | $9.3M |
| Wealth Watch Advisors, INC | 3.82% | Add +6.4% | 15,129 | $9.3M |
| Moloney Securities Asset Management, LLC | 1.11% | Add +280.9% | 15,114 | $9.3M |
| Greenwich Wealth Management LLC | 0.46% | Reduce -0.2% | 15,098 | $9.2M |
| Hexagon Capital Partners LLC | 1.84% | New | 14,978 | $9.2M |
| Empower Advisory Group, LLC | 0.03% | Add +6.5% | 14,946 | $9.2M |
| Safeguard Investment Advisory Group, LLC | 2.26% | Reduce -0.5% | 14,869 | $9.1M |
| Transcend Capital Advisors, LLC | 0.64% | Add +6.3% | 14,835 | $9.1M |
| McKinley Carter Wealth Services, Inc. | 0.48% | Add +35.9% | 14,804 | $9.1M |
| Peak Asset Management, LLC | 1.58% | Add +3.5% | 14,800 | $9.1M |
| Alta Advisers Ltd | 2.77% | Reduce -3.8% | 14,790 | $9.1M |
| Mitchell Sinkler & Starr | 4.07% | Add +0.8% | 14,787 | $9.1M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +35.1% | 14,739 | $9.0M |
| Ategra Capital Management, LLC | 6.04% | Reduce -19.2% | 14,724 | $9.0M |
| Chevy Chase Trust Holdings, LLC | 0.02% | Reduce -1.1% | 14,724 | $9.0M |
| Pennsylvania Capital Management Inc. | 2.63% | Add +0.1% | 14,700 | $9.0M |
| Greenhouse Wealth Management, LLC | 5.39% | Reduce -1.9% | 14,666 | $9.0M |
| Leith Wheeler Investment Counsel Ltd. | 0.61% | No change | 14,637 | $9.0M |
| Strengthening Families & Communities, LLC | 1.98% | Add +3133.6% | 14,648 | $8.9M |
| MorganRosel Wealth Management, LLC | 2.31% | Add +10.5% | 14,567 | $8.9M |
| RW Investment Management LLC | 0.91% | Add +3.4% | 14,493 | $8.9M |
| Gainplan LLC | 3.76% | Reduce -4.2% | 14,493 | $8.9M |
| Sage Financial Management Group, Inc. | 2.83% | Reduce -4.2% | 14,475 | $8.9M |
| Becker Capital Management Inc. | 0.26% | Add +19.8% | 14,434 | $8.9M |
| Summit Financial Strategies, Inc. | 0.76% | Add +2.1% | 14,471 | $8.9M |
| Lowe Brockenbrough & Co. Inc. | 0.46% | Reduce -0.0% | 14,464 | $8.9M |
| Red Cedar Investment Management, LLC | 1.04% | No change | 14,454 | $8.9M |
| CWA Asset Management Group, LLC | 0.33% | Add +2.3% | 14,439 | $8.8M |
| Embree Financial Group | 1.18% | Reduce -5.0% | 14,387 | $8.8M |
| Columbus Macro, LLC | 1.00% | Reduce -0.7% | 14,369 | $8.8M |
| KDT Advisors, LLC | 12.87% | Reduce -0.0% | 14,354 | $8.8M |
| Collective Family Office LLC | 2.11% | Reduce -1.4% | 14,328 | $8.8M |
| Hurley Capital, LLC | 4.94% | Add +44.4% | 14,314 | $8.8M |
| Nwam LLC | 0.48% | Reduce -7.0% | 14,217 | $8.8M |
| Berman McAleer LLC | 1.22% | — | 14,240 | $8.7M |
| SG Americas Securities, LLC | 0.03% | Reduce -39.9% | 14,213 | $8.7M |
| Florida Trust Wealth Management Co | 0.25% | Reduce -0.0% | 14,210 | $8.7M |
| Pitcairn Co. | 0.69% | Reduce -3.5% | 14,208 | $8.7M |
| Beacon Investment Advisory Services, Inc. | 0.37% | Add +5.9% | 14,196 | $8.7M |
| Hudock, Inc. | 1.32% | Add +1.6% | 14,181 | $8.7M |
| North Star Asset Management Inc. | 0.35% | Add +2.1% | 14,161 | $8.7M |
| Birch Financial Group, LLC | 5.11% | Add +7.0% | 14,159 | $8.7M |
| Bollard Group LLC | 0.21% | Add +0.3% | 14,155 | $8.7M |
| Stratos Investment Management, LLC | 0.36% | Add +7.3% | 14,065 | $8.6M |
| Accent Capital Management, LLC | 3.61% | Reduce -0.8% | 14,038 | $8.6M |
| DF Dent & Co. Inc. | 0.11% | No change | 14,037 | $8.6M |
| Stokes Family Office, LLC | 0.81% | Add +7.2% | 13,974 | $8.6M |
| FSA Advisors, Inc. | 6.71% | Add +541.8% | 13,837 | $8.5M |
| Dana Investment Advisors, Inc. | 0.25% | Reduce -2.6% | 13,827 | $8.5M |
| Pallas Capital Advisors LLC | 0.31% | Add +5.4% | 13,818 | $8.5M |
| Bawa N Mallick Trust | 3.20% | No change | 13,801 | $8.5M |
| Csenge Advisory Group | 0.40% | Reduce -23.5% | 13,775 | $8.4M |
| Westfuller Advisors, LLC | 3.83% | Reduce -6.2% | 13,735 | $8.4M |
| Midland Wealth Advisors, LLC | 0.45% | Add +0.1% | 13,706 | $8.4M |
| Kathmere Capital Management, LLC | 0.59% | Add +150.5% | 13,593 | $8.3M |
| Midwest Financial Network, LLC | 6.74% | Add +62.0% | 13,554 | $8.3M |
| Ritholtz Wealth Management | 0.16% | Add +38.0% | 13,523 | $8.3M |
| Soltis Investment Advisors LLC | 0.57% | Add +8.1% | 13,511 | $8.3M |
| Monetta Financial Services Inc. | 5.79% | No change | 13,500 | $8.3M |
| Canal Capital Management, LLC | 1.24% | Reduce -0.3% | 13,488 | $8.3M |
| Marotta Asset Management | 1.55% | Reduce -5.3% | 13,430 | $8.3M |
| Horizon Investments, LLC | 0.11% | Add +198.8% | 13,472 | $8.2M |
| LOM Asset Management Ltd | 2.51% | Add +0.8% | 13,442 | $8.2M |
| Cypress Wealth Services, LLC | 1.34% | Add +1.1% | 13,389 | $8.2M |
| Sequent Asset Management, LLC | 3.88% | Reduce -0.9% | 13,321 | $8.2M |
| Pettyjohn, Wood & White, Inc. | 1.35% | Add +7.4% | 13,315 | $8.2M |
| Allegiance Financial Group Advisory Services LLC | 1.87% | Reduce -12.7% | 13,227 | $8.1M |
| Searcy Financial Services Inc. | 3.08% | Add +3.3% | 13,215 | $8.1M |
| Kera Capital Partners, Inc. | 1.21% | Reduce -5.0% | 13,161 | $8.1M |
| Capital Planning Advisors, LLC | 1.10% | Add +2.1% | 13,136 | $8.0M |
| Cedar Wealth Management, LLC | 2.46% | Add +58.5% | 13,105 | $8.0M |
| Financial Enhancement Group LLC | 1.08% | Reduce -7.5% | 12,961 | $8.0M |
| LexAurum Advisors, LLC | 1.14% | Add +4.2% | 13,031 | $8.0M |
| Lake Street Private Wealth, LLC | 1.03% | Add +8.3% | 13,021 | $8.0M |
| Denver PWM, LLC | 2.47% | No change | 13,966 | $7.9M |
| Connable Office Inc. | 0.73% | Reduce -0.4% | 12,894 | $7.9M |
| Saxony Capital Management, LLC | 5.20% | Add +8.8% | 12,887 | $7.9M |
| LaSalle St. Investment Advisors, LLC | 1.41% | Add +2.8% | 12,882 | $7.9M |
| McDonald Partners LLC | 2.35% | Add +2.4% | 12,869 | $7.9M |
| First Financial Bankshares Inc | 0.16% | Add +3.5% | 12,855 | $7.9M |
| Fiduciary Alliance LLC | 0.53% | Add +7.4% | 12,802 | $7.8M |
| GSG Advisors LLC | 2.07% | Add +0.5% | 12,728 | $7.8M |
| Primoris Wealth Advisors, LLC | 4.97% | Add +6.0% | 12,766 | $7.8M |
| Vanguard Personalized Indexing Management, LLC | 0.08% | Reduce -20.4% | 12,689 | $7.8M |
| Atlantic Union Bankshares Corp | 0.15% | Add +43.4% | 12,689 | $7.8M |
| Louisbourg Investments Inc. | 1.69% | Add +7.4% | 12,658 | $7.8M |
| Genus Capital Management Inc. | 0.90% | No change | 12,651 | $7.7M |
| One Capital Management, LLC | 0.25% | Reduce -10.0% | 12,635 | $7.7M |
| Keystone Wealth Services, LLC | 1.69% | Add +2.1% | 12,621 | $7.7M |
| Lazard Asset Management LLC | 0.01% | Reduce -12.1% | 14,017 | $7.7M |
| Oxford Financial Group, LTD. LLC | 0.44% | Reduce -0.7% | 12,593 | $7.7M |
| Newman Dignan & Sheerar, Inc. | 1.66% | Reduce -1.4% | 12,579 | $7.7M |
| Destination Wealth Management | 0.21% | Add +15.7% | 12,463 | $7.6M |
| Advisors Capital Management, LLC | 0.10% | Add +4.0% | 12,455 | $7.6M |
| Waterfront Wealth Inc. | 1.56% | Add +2.7% | 12,402 | $7.6M |
| Good Steward Wealth Advisors,LLC | 5.25% | Add +12.5% | 12,411 | $7.6M |
| Sax Wealth Advisors, LLC | 0.41% | Reduce -4.8% | 12,394 | $7.6M |
| Warner Financial, Inc. | 2.83% | Add +3.9% | 12,363 | $7.6M |
| Quadrant Capital Group LLC | 0.25% | Add +65.2% | 12,329 | $7.6M |
| YHB Investment Advisors, Inc. | 0.55% | Reduce -23.6% | 12,313 | $7.5M |
| Prasad Wealth Partners, LLC | 2.10% | Reduce -10.3% | 12,287 | $7.5M |
| Burling Wealth Partners, LLC | 1.25% | Add +21.6% | 12,286 | $7.5M |
| D'Orazio & Associates, Inc. | 0.99% | Add +0.0% | 12,265 | $7.5M |
| Clear Creek Financial Management, LLC | 0.65% | Add +20.1% | 12,260 | $7.5M |
| Birinyi Associates Inc. | 1.92% | Add +19.3% | 12,255 | $7.5M |
| Hills Bank & Trust Co | 0.44% | Reduce -2.1% | 12,246 | $7.5M |
| Crewe Advisors LLC | 0.71% | Reduce -14.0% | 12,224 | $7.5M |
| Attessa Capital LLC | 4.41% | Add +6.7% | 12,181 | $7.5M |
| Tanager Wealth Management LLP | 0.78% | Add +9.7% | 12,191 | $7.5M |
| Seven Mile Advisory | 1.22% | Add +0.2% | 12,188 | $7.5M |
| Crumly & Associates Inc. | 1.63% | Reduce -1.0% | 12,181 | $7.5M |
| Sharp Wealth Advisory, LLC | 4.05% | Reduce -73.2% | 12,155 | $7.4M |
| Forum Financial Management, LP | 0.10% | Add +2.6% | 12,137 | $7.4M |
| Salem Investment Counselors Inc. | 0.21% | Add +0.4% | 12,121 | $7.4M |
| Landing Point Financial Group, LLC | 3.87% | Reduce -2.7% | 12,120 | $7.4M |
| Quest 10 Wealth Builders, Inc. | 6.84% | Reduce -5.0% | 12,108 | $7.4M |
| IPG Investment Advisors LLC | 1.32% | Add +288.6% | 12,053 | $7.4M |
| Professional Financial Advisors, LLC | 1.55% | Add +10.0% | 12,014 | $7.4M |
| TRUE Private Wealth Advisors | 0.75% | Reduce -1.8% | 12,004 | $7.4M |
| Coerente Capital Management | 1.31% | No change | 12,000 | $7.3M |
| Legacy Capital Wealth Partners, LLC | 1.59% | Reduce -7.3% | 11,950 | $7.3M |
| Phoenix Financial Ltd. | 0.09% | Reduce -9.3% | 11,923 | $7.3M |
| Focus Financial Network, Inc. | 0.26% | Reduce -17.8% | 11,906 | $7.3M |
| Coppell Advisory Solutions LLC | 0.77% | Reduce -18.2% | 11,979 | $7.3M |
| Armstrong Advisory Group, Inc. | 0.52% | Add +6.9% | 11,934 | $7.3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.18% | Add +7.5% | 11,886 | $7.3M |
| Jaffetilchin Investment Partners, LLC | 0.44% | Reduce -1.6% | 11,872 | $7.3M |
| Calamos Wealth Management LLC | 0.27% | Add +41.2% | 11,856 | $7.3M |
| Optiver Holding B.V. | 0.12% | New | 11,828 | $7.2M |
| First City Capital Management, Inc. | 3.90% | Add +2.3% | 11,805 | $7.2M |
| BSW Wealth Partners | 0.90% | Reduce -1.9% | 11,802 | $7.2M |
| United Advisor Group, LLC | 0.97% | Add +20.8% | 11,779 | $7.2M |
| Coastline Trust Co | 0.77% | Reduce -6.8% | 11,737 | $7.2M |
| Virtue Capital Management, LLC | 1.14% | Reduce -5.8% | 30,583 | $7.1M |
| 21 West Wealth Management LLC | 6.78% | Add +5.5% | 11,673 | $7.1M |
| Finward Bancorp | 5.43% | Add +4.4% | 11,669 | $7.1M |
| Luminist Capital LLC | 6.26% | Reduce -6.0% | 11,624 | $7.1M |
| Jordan Park Group LLC | 0.41% | Reduce -30.9% | 11,657 | $7.1M |
| Benchmark Financial Wealth Advisors, LLC | 2.14% | Reduce -14.9% | 11,639 | $7.1M |
| a16z Perennial Management, L.P. | 0.56% | New | 21,672 | $7.1M |
| Mackenzie Financial Corp. | 0.01% | Add +2.4% | 11,608 | $7.1M |
| Signaturefd, LLC | 0.11% | Add +10.3% | 11,605 | $7.1M |
| Causey Wealth LLC | 3.46% | Add +4.0% | 11,570 | $7.1M |
| Vision Capital Management, Inc. | 0.87% | Add +0.1% | 11,531 | $7.1M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2.36% | Add +11.8% | 11,165 | $7.0M |
| Silver Oak Securities, Incorporated | 0.53% | Add +42.0% | 11,466 | $7.0M |
| Masso Torrence Wealth Management Inc. | 2.92% | Reduce -0.6% | 11,457 | $7.0M |
| Hilltop Holdings Inc. | 0.37% | Add +141.1% | 11,356 | $7.0M |
| Trust Point Inc. | 0.56% | Add +3.6% | 11,348 | $6.9M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.05% | No change | 11,346 | $6.9M |
| SMART Wealth LLC | 2.62% | Add +46.1% | 11,327 | $6.9M |
| Qube Research & Technologies Ltd | 0.01% | Add +179.2% | 11,300 | $6.9M |
| UMB Bank, n.a. | 0.10% | Add +0.2% | 11,247 | $6.9M |
| Ascentis Independent Advisors | 1.16% | Add +2.9% | 11,244 | $6.9M |
| Peregrine Asset Advisers, Inc. | 2.06% | Reduce -1.7% | 11,240 | $6.9M |
| Lloyd Advisory Services, LLC. | 3.24% | Reduce -3.4% | 11,231 | $6.9M |
| Market Street Wealth Management Advisors LLC | 1.09% | Reduce -1.7% | 11,223 | $6.9M |
| Leo Wealth, LLC | 0.89% | Reduce -26.1% | 11,190 | $6.9M |
| Blue Bell Private Wealth Management, LLC | 1.04% | Reduce -0.2% | 11,161 | $6.8M |
| Long Run Wealth Advisors, LLC | 1.34% | Reduce -3.8% | 11,153 | $6.8M |
| Klingman & Associates, LLC | 0.34% | Add +0.2% | 11,112 | $6.8M |
| Cora Capital Advisors LLC | 2.89% | Reduce -0.4% | 11,106 | $6.8M |
| ARS Wealth Advisors Group, LLC | 0.67% | Add +1.0% | 11,083 | $6.8M |
| Rockbridge Investment Management, LCC | 0.67% | Reduce -0.1% | 11,070 | $6.8M |
| JFS Wealth Advisors, LLC | 0.40% | Reduce -5.9% | 11,033 | $6.8M |
| 1900 Wealth Management LLC | 0.46% | Add +0.8% | 11,028 | $6.8M |
| Clark Capital Management Group, Inc. | 0.04% | Add +3.4% | 11,014 | $6.7M |
| Advisory Alpha, LLC | 0.19% | Add +5.1% | 10,931 | $6.7M |
| Westshore Wealth, LLC | 2.30% | Add +26.3% | 10,985 | $6.7M |
| Prospect Financial Services LLC | 3.86% | Add +5.3% | 10,965 | $6.7M |
| Evelyn Partners Asset Management Ltd | 1.51% | Add +1.1% | 10,953 | $6.7M |
| W1M Asset Management Ltd | 0.48% | Reduce -10.7% | 10,943 | $6.7M |
| Titleist Asset Management, LLC | 0.59% | Reduce -3.2% | 10,938 | $6.7M |
| Gerber Kawasaki Wealth & Investment Management | 0.23% | Add +15.8% | 10,912 | $6.7M |
| Menora Mivtachim Holdings LTD. | 0.03% | Reduce -54.6% | 10,887 | $6.7M |
| Waters Parkerson & Co., LLC | 0.32% | Reduce -0.1% | 10,840 | $6.6M |
| Lyell Wealth Management, LP | 0.49% | Add +11.5% | 10,830 | $6.6M |
| Thrive Capital Management, LLC | 1.71% | Add +77.7% | 10,812 | $6.6M |
| Luken Investment Analytics, LLC | 2.59% | Reduce -0.4% | 10,807 | $6.6M |
| Hoxton Planning & Management, LLC | 2.13% | Reduce -0.9% | 10,794 | $6.6M |
| Sigma Investment Counselors Inc. | 0.34% | Add +9.8% | 10,786 | $6.6M |
| WealthCare Investment Partners, LLC | 2.14% | Add +7.9% | 10,739 | $6.6M |
| BCGM Wealth Management, LLC | 1.72% | Reduce -0.2% | 10,768 | $6.6M |
| ERn Financial, LLC | 1.30% | Add +2.4% | 10,762 | $6.6M |
| Reliant Investment Partners, LLC | 5.16% | Add +2.5% | 10,701 | $6.6M |
| Insight Advisors, LLC/ PA | 1.01% | Reduce -1.1% | 10,740 | $6.6M |
| PAX Financial Group, LLC | 1.19% | Reduce -8.6% | 10,745 | $6.6M |
| Strategic Investment Solutions, Inc. | 1.74% | Reduce -2.2% | 10,725 | $6.6M |
| McNaughton Wealth Management, LLC | 2.76% | Reduce -31.9% | 10,690 | $6.5M |
| Orser Capital Management, LLC | 3.43% | Reduce -11.1% | 10,665 | $6.5M |
| Detalus Advisors, LLC | 1.69% | Add +0.1% | 10,661 | $6.5M |
| Calton & Associates, Inc. | 0.98% | Add +14.0% | 10,657 | $6.5M |
| Park National Corp. | 0.20% | Add +0.7% | 10,644 | $6.5M |
| Whittier Trust Co. | 0.07% | Reduce -9.8% | 10,588 | $6.5M |
| MetLife Investment Management, LLC | 0.03% | Reduce -39.1% | 10,636 | $6.5M |
| Everest Private Wealth | 4.14% | Add +0.9% | 10,615 | $6.5M |
| Partners in Financial Planning | 1.12% | Reduce -0.1% | 10,610 | $6.5M |
| Courier Capital LLC | 0.37% | Reduce -19.9% | 10,605 | $6.5M |
| Stegner Investment Associates Inc. | 3.55% | Add +3.3% | 10,585 | $6.5M |
| Moors & Cabot, Inc. | 0.28% | Add +2.8% | 10,567 | $6.5M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.48% | Reduce -1.6% | 10,532 | $6.4M |
| Milestone Asset Management Group, LLC | 4.05% | Add +5.5% | 10,507 | $6.4M |
| Parker Investment Management, LLC | 0.88% | Reduce -20.4% | 10,505 | $6.4M |
| Trust Co. of Oklahoma | 1.90% | Add +1.9% | 10,487 | $6.4M |
| Mattern Capital Management, LLC | 0.75% | No change | 10,470 | $6.4M |
| Sovereign Financial Group, Inc. | 1.20% | Add +12.1% | 10,447 | $6.4M |
| Global Assets Advisory, LLC | 1.90% | Reduce -1.4% | 10,445 | $6.4M |
| Hutchens & Kramer Investment Management Group, LLC | 2.51% | Reduce -5.2% | 10,412 | $6.4M |
| Axis Wealth Partners, LLC | 3.72% | Add +5.2% | 10,380 | $6.4M |
| Ehrenkranz Partners L.P. | 5.56% | — | 10,335 | $6.3M |
| SouthState Bank Corp | 0.29% | Reduce -45.4% | 10,359 | $6.3M |
| M3 Advisory Group, LLC | 3.95% | Add +5.9% | 10,333 | $6.3M |
| Chai Trust Co. LLC | 0.42% | New | 10,281 | $6.3M |
| TFO Wealth Partners, LLC | 1.02% | Reduce -8.1% | 10,227 | $6.3M |
| Northstar Asset Management Inc. | 1.63% | No change | 10,220 | $6.3M |
| Flagstar Securities, Inc. | 1.91% | Reduce -2.7% | 10,163 | $6.2M |
| Gries Financial LLC | 0.98% | Reduce -2.9% | 10,155 | $6.2M |
| Schear Investment Advisers, LLC | 2.77% | Add +0.8% | 10,143 | $6.2M |
| Mayflower Financial Advisors, LLC | 0.78% | Add +8.9% | 10,120 | $6.2M |
| Single Point Partners, LLC | 1.26% | Add +3.9% | 10,118 | $6.2M |
| IMG Wealth Management, Inc. | 4.19% | Add +10.6% | 10,104 | $6.2M |
| Essex Financial Services, Inc. | 0.37% | Add +2.5% | 10,091 | $6.2M |
| West Michigan Advisors, LLC | 1.48% | Reduce -2.4% | 10,047 | $6.2M |
| PFC Capital Group, Inc. | 2.59% | Add +26.4% | 10,054 | $6.2M |
| Next Capital Management LLC | 2.05% | Reduce -36.3% | 10,037 | $6.2M |
| Raffa Wealth Management, LLC | 1.09% | Reduce -0.5% | 9,928 | $6.1M |
| Members Trust Co | 0.20% | Reduce -0.3% | 9,885 | $6.1M |
| Clarity Capital Advisors, LLC | 3.29% | Reduce -2.9% | 9,869 | $6.0M |
| Generation Capital Management LLC | 4.38% | Add +5.1% | 9,867 | $6.0M |
| PDS Planning, Inc | 0.42% | Add +4.8% | 9,840 | $6.0M |
| Revere Asset Management, Inc | 2.27% | Add +5.6% | 9,837 | $6.0M |
| Eclectic Associates Inc. | 1.11% | Reduce -48.1% | 9,833 | $6.0M |
| Anchor Investment Management, LLC | 0.50% | Reduce -0.2% | 9,826 | $6.0M |
| Vista Capital Partners, Inc. | 0.61% | Add +4.0% | 9,820 | $6.0M |
| Hoese & Co LLP | 4.59% | Reduce -5.5% | 9,813 | $6.0M |
| PGIM Custom Harvest LLC | 0.09% | Reduce -2.4% | 9,779 | $6.0M |
| Essex Bank | 1.35% | Add +0.5% | 9,778 | $6.0M |
| Cidel Asset Management Inc. | 0.34% | Reduce -1.4% | 9,772 | $6.0M |
| Gouws Capital LLC | 3.28% | Add +1.8% | 9,738 | $6.0M |
| Centurion Wealth Management LLC | 1.36% | Add +4.9% | 9,727 | $6.0M |
| Saxon Interests, Inc. | 2.33% | Reduce -3.8% | 10,033 | $6.0M |
| Walter & Keenan Wealth Management LLC /in/ | 1.65% | Add +4.2% | 9,694 | $5.9M |
| Ariston Services Group | 3.57% | Add +0.8% | 9,685 | $5.9M |
| Asset Dedication, LLC | 0.40% | Add +19.7% | 9,683 | $5.9M |
| Redhawk Wealth Advisors, Inc. | 0.69% | Add +11.7% | 9,676 | $5.9M |
| Community Bank of Raymore | 4.09% | Add +8.1% | 9,661 | $5.9M |
| Palisade Asset Management, LLC | 0.55% | Add +9.9% | 9,658 | $5.9M |
| Prepared Retirement Institute LLC | 3.08% | Add +4.1% | 9,651 | $5.9M |
| Family Wealth Partners, LLC | 2.21% | Reduce -0.7% | 9,647 | $5.9M |
| Apollon Financial, LLC | 0.98% | Add +18.2% | 9,628 | $5.9M |
| Platform Technology Partners | 1.41% | Reduce -3.7% | 9,622 | $5.9M |
| Ignite Planners, LLC | 0.96% | Add +1.4% | 9,604 | $5.9M |
| Vista Investment Partners Ii, LLC | 2.73% | Reduce -5.8% | 9,557 | $5.9M |
| Advyzon Investment Management, LLC | 1.00% | Add +30.6% | 9,538 | $5.8M |
| ZWJ Investment Counsel Inc. | 0.21% | Reduce -4.2% | 9,502 | $5.8M |
| Flagship Wealth Advisors, LLC | 1.91% | Add +24.4% | 9,468 | $5.8M |
| Blue Edge Capital, LLC | 0.82% | Add +0.3% | 9,400 | $5.8M |
| XY Planning Network, Inc. | 1.96% | No change | 10,117 | $5.7M |
| Affinity Capital Advisors, LLC | 0.88% | Add +0.4% | 9,338 | $5.7M |
| Frisch Financial Group, Inc. | 1.34% | Reduce -10.4% | 9,345 | $5.7M |
| Reliant Wealth Planning | 1.86% | Reduce -15.0% | 9,370 | $5.7M |
| Bfsg, LLC | 0.56% | Reduce -2.4% | 9,354 | $5.7M |
| ICW Investment Advisors LLC | 2.09% | Add +5.8% | 9,346 | $5.7M |
| Christensen, King & Associates Investment Services, Inc. | 2.46% | Add +0.6% | 9,330 | $5.7M |
| Capital Wealth Alliance, LLC | 2.84% | Add +17.7% | 9,319 | $5.7M |
| Wick Capital Partners, LLC | 1.36% | Reduce -62.5% | 9,305 | $5.7M |
| D.B. Root & Company, LLC | 1.45% | Add +4.2% | 9,304 | $5.7M |
| Childress Capital Advisors, LLC | 1.04% | Add +4.0% | 9,295 | $5.7M |
| Signature Estate & Investment Advisors LLC | 0.12% | Add +2.4% | 9,275 | $5.7M |
| Heritage Trust Co | 0.60% | No change | 9,272 | $5.7M |
| Obsidian Cio, LLC | 0.74% | Add +0.3% | 9,272 | $5.7M |
| American Investment Services, Inc. | 1.36% | Reduce -1.2% | 9,263 | $5.7M |
| Capital Wealth Management, LLC | 1.97% | Add +2.4% | 9,243 | $5.7M |
| HORAN Wealth, LLC | 0.89% | Add +69.6% | 9,204 | $5.6M |
| Jackson, Grant Investment Advisers, Inc. | 1.88% | Add +15.1% | 9,176 | $5.6M |
| Empowered Funds, LLC | 0.06% | Add +20.1% | 9,168 | $5.6M |
| Armbruster Capital Management, Inc. | 0.95% | Add +24.0% | 9,145 | $5.6M |
| Worth Asset Management, LLC | 2.51% | Add +16.0% | 9,101 | $5.6M |
| BCS Private Wealth Management, Inc. | 1.99% | Reduce -23.5% | 9,061 | $5.6M |
| FAS Wealth Partners, Inc. | 0.38% | Add +0.6% | 9,078 | $5.6M |
| Arrowroot Family Office, LLC | 2.21% | Add +8.2% | 9,052 | $5.5M |
| Bath Savings Trust Co | 0.55% | Add +1.6% | 9,051 | $5.5M |
| Phillips Wealth Planners LLC | 4.59% | Reduce -0.5% | 8,962 | $5.5M |
| Elser Financial Planning, Inc | 6.65% | Add +2.8% | 8,977 | $5.5M |
| Vestia Personal Wealth Advisors | 2.94% | Add +5.7% | 9,013 | $5.5M |
| Modus Advisors, LLC | 1.50% | Add +7.4% | 9,001 | $5.5M |
| L.K. Benson & Company, P.C. | 2.97% | Add +69.8% | 8,997 | $5.5M |
| Kinloch Capital, LLC | 2.40% | Add +23.9% | 8,952 | $5.5M |
| Werba Rubin Papier Wealth Management | 0.88% | Reduce -0.5% | 8,884 | $5.4M |
| Quartz Partners, LLC | 1.97% | Reduce -4.3% | 8,863 | $5.4M |
| Yarger Wealth Strategies, LLC | 2.49% | Add +5.4% | 8,859 | $5.4M |
| Edgestream Partners, L.P. | 0.16% | Reduce -42.7% | 8,850 | $5.4M |
| Baldwin Investment Management, LLC | 0.62% | Add +0.6% | 8,811 | $5.4M |
| Legacy Financial Strategies, LLC | 0.97% | Reduce -0.6% | 8,795 | $5.4M |
| Kestra Investment Management, LLC | 0.14% | Add +9.0% | 8,784 | $5.4M |
| Bouchey Financial Group, Ltd. | 0.41% | Add +0.5% | 8,772 | $5.4M |
| Chicago Capital, LLC | 0.13% | Add +5.8% | 8,772 | $5.4M |
| Seamount Financial Group Inc. | 2.54% | Add +5.7% | 8,767 | $5.4M |
| Ledgewood Wealth Advisors, LLC | 3.16% | Reduce -0.1% | 8,727 | $5.3M |
| Welch Group, LLC | 0.21% | Reduce -5.8% | 8,721 | $5.3M |
| DGS Capital Management, LLC | 0.97% | Add +1.7% | 8,721 | $5.3M |
| Comprehensive Financial Planning, Inc. | 3.66% | Add +0.4% | 8,712 | $5.3M |
| Moss Adams Wealth Advisors LLC | 0.42% | Add +6.3% | 8,685 | $5.3M |
| Arthur M. Cohen & Associates, LLC | 0.90% | Add +0.4% | 8,702 | $5.3M |
| Stanley-Laman Group, Ltd. | 0.76% | Reduce -3.3% | 8,680 | $5.3M |
| Foster Dykema Cabot & Partners, LLC | 0.35% | Add +3.3% | 8,629 | $5.3M |
| Black Diamond Financial, LLC | 0.59% | Reduce -0.2% | 8,650 | $5.3M |
| Patton Albertson Miller Group, LLC | 0.64% | Add +1.8% | 8,626 | $5.3M |
| NerdWallet Wealth Partners, LLC | 2.59% | — | 8,646 | $5.3M |
| New York Life Investment Management LLC | 0.05% | Add +78.9% | 8,614 | $5.3M |
| Rf&l Wealth Management, LLC | 3.08% | Add +2.9% | 8,561 | $5.2M |
| LongView Wealth Management | 1.41% | Add +11.9% | 8,526 | $5.2M |
| Whalerock Point Partners, LLC | 1.06% | No change | 8,499 | $5.2M |
| Aaron Wealth Advisors LLC | 0.31% | Reduce -3.8% | 8,454 | $5.2M |
| Farnam Financial LLC | 4.01% | Add +25.4% | 8,432 | $5.2M |
| Fortis Capital Advisors, LLC | 0.82% | Add +2.0% | 8,416 | $5.2M |
| Wiser Advisor Group LLC | 6.41% | Reduce -3.2% | 8,415 | $5.2M |
| CFM Wealth Partners LLC | 0.75% | Add +2.1% | 8,394 | $5.1M |
| Sulzberger Capital Advisors, Inc. | 5.71% | Add +0.3% | 8,362 | $5.1M |
| Synergy Asset Management, LLC | 0.19% | Add +285.6% | 8,684 | $5.1M |
| Integrated Investment Consultants, LLC | 0.86% | Reduce -8.0% | 8,310 | $5.1M |
| QTR Family Wealth, LLC | 2.41% | Reduce -2.9% | 8,303 | $5.1M |
| Tradition Wealth Management, LLC | 0.37% | Add +5.2% | 8,277 | $5.1M |
| Agate Pass Investment Management, LLC | 1.92% | Add +23.1% | 8,260 | $5.1M |
| Liberty Wealth Management LLC | 0.71% | Add +3.2% | 8,238 | $5.0M |
| Silver Grove Financial Group, Inc. | 4.77% | — | 8,202 | $5.0M |
| Hanover Advisors Inc. | 1.95% | No change | 8,191 | $5.0M |
| Red Crane Wealth Management, LLC | 4.23% | Add +2.5% | 8,181 | $5.0M |
| Sound Income Strategies, LLC | 0.27% | Reduce -16.4% | 8,116 | $5.0M |
| Security National Bank | 0.77% | Add +0.1% | 8,156 | $5.0M |
| Wellington Shields Capital Management, LLC | 0.76% | Reduce -40.0% | 8,133 | $5.0M |
| Xcel Wealth Management, LLC | 1.31% | Add +0.0% | 8,097 | $5.0M |
| Boyd Watterson Asset Management LLC | 1.48% | No change | 8,085 | $5.0M |
| Davis R M Inc. | 0.09% | Add +12.9% | 8,083 | $4.9M |
| Legacy Edge Advisors, LLC | 0.58% | Add +5.1% | 8,079 | $4.9M |
| Tyche Wealth Partners LLC | 0.87% | Reduce -5.8% | 8,068 | $4.9M |
| JTC Employer Solutions Trustee Ltd | 0.42% | No change | 8,055 | $4.9M |
| Jacobi Capital Management LLC | 0.30% | Reduce -0.4% | 8,008 | $4.9M |
| Everhart Financial Group, Inc. | 0.48% | Add +16.9% | 7,901 | $4.8M |
| HCR Wealth Advisors | 0.50% | Add +3.9% | 7,859 | $4.8M |
| First American Trust, FSB | 0.35% | Reduce -24.3% | 7,820 | $4.8M |
| Fee-Only Financial Planning, L.C. | 2.79% | No change | 7,813 | $4.8M |
| Biltmore Family Office, LLC | 0.68% | Add +0.8% | 7,788 | $4.8M |
| Rothschild Wealth LLC | 1.04% | Add +3.5% | 7,806 | $4.8M |
| Etesian Wealth Advisors, Inc. | 1.58% | Reduce -0.7% | 7,799 | $4.8M |
| Intrua Financial, LLC | 0.56% | Add +93.3% | 7,786 | $4.8M |
| Minot DeBlois Advisors LLC | 4.31% | Reduce -1.7% | 7,777 | $4.8M |
| Keebeck Wealth Management | 0.56% | Add +0.4% | 7,737 | $4.8M |
| Sagace Wealth Management LLC | 3.24% | Add +9.0% | 7,757 | $4.8M |
| Callan Family Office, LLC | 0.15% | Reduce -0.1% | 7,757 | $4.8M |
| Beacon Capital Management, LLC | 0.67% | Reduce -9.7% | 7,690 | $4.7M |
| XML Financial, LLC | 0.38% | Add +19.3% | 7,681 | $4.7M |
| Maxele Advisors, LLC | 4.04% | Add +2.1% | 7,648 | $4.7M |
| Penobscot Wealth Management | 1.50% | Reduce -4.3% | 7,628 | $4.7M |
| Full Sail Capital, LLC | 0.26% | Add +26.9% | 7,623 | $4.7M |
| RKL Wealth Management LLC | 0.40% | Reduce -9.3% | 7,609 | $4.7M |
| Sharkey, Howes & Javer | 0.60% | Reduce -33.0% | 7,609 | $4.7M |
| Charter Capital Management, LLC\DE | 2.51% | Add +10.7% | 7,603 | $4.7M |
| Crux Wealth Advisors | 1.84% | Add +0.5% | 7,600 | $4.7M |
| 25 LLC | 1.58% | Reduce -7.8% | 7,590 | $4.6M |
| Cove Private Wealth, LLC | 1.49% | Add +17.2% | 7,583 | $4.6M |
| Aventura Private Wealth, LLC | 1.71% | Reduce -5.0% | 7,569 | $4.6M |
| Vectors Research Management, LLC | 1.46% | Reduce -33.1% | 7,561 | $4.6M |
| Integrity Financial Corp | 2.20% | Add +136.4% | 7,511 | $4.6M |
| Debussy Capital Management LP | 0.65% | Reduce -5.6% | 7,524 | $4.6M |
| Warwick Investment Management, Inc. | 0.80% | Reduce -0.3% | 7,514 | $4.6M |
| Maia Wealth LLC | 0.77% | No change | 7,344 | $4.6M |
| Hudson Bay Capital Management LP | 0.03% | Reduce -95.8% | 7,500 | $4.6M |
| Gateway Investment Advisers LLC | 0.04% | New | 7,499 | $4.6M |
| Summit Wealth & Retirement Planning, Inc. | 1.13% | Reduce -0.7% | 7,488 | $4.6M |
| Gradient Capital Advisors, LLC | 1.22% | Reduce -6.4% | 7,455 | $4.6M |
| WESPAC Advisors, LLC | 2.66% | Add +0.0% | 7,445 | $4.6M |
| Southland Equity Partners LLC | 0.92% | Reduce -4.3% | 7,443 | $4.6M |
| Bill Few Associates, Inc. | 1.17% | Add +7.3% | 7,422 | $4.5M |
| Douglass Winthrop Advisors, LLC | 0.08% | Reduce -23.6% | 7,421 | $4.5M |
| Heritage Investors Management Corp. | 0.14% | Add +18.2% | 7,410 | $4.5M |
| Bluesphere Advisors LLC | 2.07% | Reduce -3.0% | 7,388 | $4.5M |
| O'Brien Wealth Partners LLC | 0.61% | Add +5.2% | 7,366 | $4.5M |
| Quadcap Wealth Management, LLC | 0.53% | Reduce -20.4% | 7,363 | $4.5M |
| Allen Mooney & Barnes Investment Advisors LLC | 0.70% | Reduce -0.1% | 7,361 | $4.5M |
| McAdam, LLC | 0.22% | Add +6.9% | 7,348 | $4.5M |
| Well Done, LLC | 0.77% | Reduce -2.9% | 7,345 | $4.5M |
| ORG Partners LLC | 0.83% | Reduce -1.3% | 7,327 | $4.5M |
| Siligmueller & Norvid Wealth Advisors LLC | 2.01% | New | 7,316 | $4.5M |
| Ridgewood Investments LLC | 1.89% | Add +8.6% | 7,810 | $4.5M |
| Howard Wealth Management, LLC | 2.06% | Add +0.6% | 7,302 | $4.5M |
| Fortress Private Ledger, LLC | 1.63% | Add +7.5% | 7,300 | $4.5M |
| Hancock Whitney Corp. | 0.08% | Reduce -1.3% | 7,280 | $4.5M |
| Russell Investments Group, Ltd. | 0.01% | Add +19.7% | 7,244 | $4.4M |
| Planning Alternatives Ltd. | 0.57% | Add +4.7% | 7,232 | $4.4M |
| DBK Financial Counsel, LLC | 3.72% | Add +31.1% | 7,226 | $4.4M |
| Valued Retirements, Inc. | 4.98% | No change | 7,773 | $4.4M |
| Prospect Financial Group LLC | 4.31% | No change | 7,199 | $4.4M |
| Cornerstone Wealth Management, LLC | 0.24% | Add +6.4% | 7,187 | $4.4M |
| Madison Asset Management, LLC | 0.05% | Reduce -18.9% | 7,181 | $4.4M |
| Townsend Asset Management Corp. /NC/ | 1.56% | Reduce -2.3% | 7,171 | $4.4M |
| Curi Capital, LLC | 0.08% | Add +11.8% | 7,134 | $4.4M |
| Riverchase Wealth Management, LLC | 2.48% | Add +0.4% | 7,154 | $4.4M |
| First National Corp. /Ma/ | 0.83% | Add +1.0% | 7,121 | $4.4M |
| Schrum Private Wealth Management LLC | 3.21% | Add +1.8% | 7,146 | $4.4M |
| J Hagan Capital, Inc. | 2.65% | Add +3.9% | 7,134 | $4.4M |
| MassMutual Private Wealth & Trust, FSB | 0.11% | Add +18.1% | 7,114 | $4.4M |
| Caldwell Trust Co | 0.41% | Reduce -11.7% | 7,103 | $4.3M |
| S.A. Mason LLC | 1.91% | Add +0.5% | 7,083 | $4.3M |
| Family Investment Center, Inc. | 0.90% | Add +1.0% | 7,076 | $4.3M |
| Truepoint, Inc. | 0.10% | Add +6.3% | 7,074 | $4.3M |
| Magnolia Capital Advisors LLC | 1.13% | Reduce -0.4% | 7,052 | $4.3M |
| First Trust Advisors LP | 0.00% | Add +2.3% | 7,037 | $4.3M |
| Signal Advisors Wealth, LLC | 0.39% | Reduce -10.7% | 7,030 | $4.3M |
| Patriot Investment Management Group, Inc. | 0.28% | Reduce -1.4% | 7,008 | $4.3M |
| Twin Tree Management, LP | 0.20% | Reduce -94.6% | 7,006 | $4.3M |
| Golden State Wealth Management, LLC | 0.47% | Add +60.8% | 6,976 | $4.3M |
| 1776 Wealth LLC | 1.65% | No change | 6,975 | $4.3M |
| Avondale Wealth Management | 2.27% | Add +3.0% | 6,965 | $4.3M |
| Arcadia Wealth Management, LLC | 1.69% | Add +14.4% | 6,965 | $4.3M |
| Braun-Bostich & Associates Inc. | 2.68% | Reduce -24.4% | 6,940 | $4.3M |
| Clientfirst Wealth Management, LLC | 3.39% | No change | 6,920 | $4.2M |
| Old Mission Capital LLC | 0.15% | Reduce -88.1% | 6,901 | $4.2M |
| Elevation Capital Advisory, LLC | 1.69% | Reduce -10.9% | 6,891 | $4.2M |
| Kavar Capital Partners Group, LLC | 0.56% | Reduce -15.9% | 6,862 | $4.2M |
| May Hill Capital, LLC | 1.23% | Add +0.0% | 6,859 | $4.2M |
| World Equity Group, Inc. | 0.95% | Add +1.5% | 6,845 | $4.2M |
| Hardin Capital Partners, LLC | 2.25% | Add +25.7% | 6,838 | $4.2M |
| John G Ullman & Associates Inc. | 0.56% | Reduce -1.2% | 6,837 | $4.2M |
| Legacy Financial Group LLC | 0.55% | Reduce -80.5% | 6,815 | $4.2M |
| BLB&B Advisors, LLC | 0.18% | Reduce -0.9% | 6,806 | $4.2M |
| VSM Wealth Advisory, LLC | 1.30% | Reduce -0.1% | 6,805 | $4.2M |
| CV Advisors LLC | 1.15% | Add +0.6% | 6,801 | $4.2M |
| WealthCollab, LLC | 1.92% | Add +83.6% | 6,789 | $4.2M |
| Fsa Wealth Partners, Inc. | 1.60% | Reduce -1.4% | 6,771 | $4.1M |
| New Covenant Trust Company, N.A. | 3.86% | Add +10.6% | 6,763 | $4.1M |
| Ami Investment Management Inc. | 0.96% | Reduce -6.1% | 6,756 | $4.1M |
| Terra Nova Asset Management LLC | 2.61% | Reduce -3.5% | 6,753 | $4.1M |
| Bristlecone Advisors, LLC | 0.34% | Add +0.1% | 6,739 | $4.1M |
| Astra Wealth Partners LLC | 2.87% | Reduce -8.8% | 6,730 | $4.1M |
| Pasadena Private Wealth, LLC | 0.59% | Add +2.4% | 6,729 | $4.1M |
| Pennington Partners & Co., LLC | 1.95% | Add +4.7% | 6,703 | $4.1M |
| Koss-Olinger Consulting, LLC | 0.34% | No change | 7,233 | $4.1M |
| Ironwood Investment Counsel, LLC | 0.60% | Reduce -31.5% | 6,678 | $4.1M |
| Sage Capital Advisors,llc | 0.97% | Add +2.9% | 6,668 | $4.1M |
| Barnes Pettey Financial Advisors, LLC | 2.23% | Add +14.1% | 6,653 | $4.1M |
| Adapt Wealth Advisors, LLC | 1.50% | Reduce -4.8% | 6,641 | $4.1M |
| LVW Advisors, LLC | 0.42% | Add +12.3% | 6,630 | $4.1M |
| Independent Wealth Network Inc. | 1.30% | Add +13.4% | 6,607 | $4.0M |
| Significant Wealth Partners LLC | 1.97% | Add +7.1% | 6,590 | $4.0M |
| Cullinan Associates Inc. | 0.26% | No change | 6,570 | $4.0M |
| Monograph Wealth Advisors, LLC | 0.41% | Reduce -15.2% | 6,550 | $4.0M |
| Mechanics Bank Trust Department | 0.56% | Reduce -0.1% | 6,546 | $4.0M |
| Sfmg, LLC | 0.28% | Add +4.7% | 6,523 | $4.0M |
| Syon Capital LLC | 0.21% | Reduce -2.5% | 6,496 | $4.0M |
| First PREMIER Bank | 0.89% | Reduce -0.5% | 6,425 | $3.9M |
| Paragon Private Wealth Management, LLC | 1.28% | Reduce -1.4% | 6,400 | $3.9M |
| Revolve Wealth Partners, LLC | 0.47% | Reduce -9.3% | 6,392 | $3.9M |
| Sterling Group Wealth Management, LLC | 1.94% | No change | 6,381 | $3.9M |
| Accredited Investors Inc. | 0.22% | Add +2.2% | 6,377 | $3.9M |
| Glass Jacobson Investment Advisors llc | 1.41% | Reduce -8.2% | 6,360 | $3.9M |
| First Interstate Bank | 0.21% | Add +0.3% | 6,358 | $3.9M |
| Kornitzer Capital Management Inc. | 0.08% | Reduce -18.1% | 6,348 | $3.9M |
| Triasima Portfolio Management inc. | 0.59% | Reduce -7.2% | 6,343 | $3.9M |
| MBL Wealth, LLC | 0.34% | Add +12.9% | 6,314 | $3.9M |
| Integrity Investment Advisors, LLC | 2.56% | Reduce -2.3% | 6,312 | $3.9M |
| Woodmont Investment Counsel LLC | 0.26% | Add +0.9% | 6,302 | $3.9M |
| DecisionMap Wealth Management, LLC | 2.46% | Reduce -0.0% | 6,272 | $3.8M |
| LRI Investments, LLC | 0.31% | Add +0.4% | 6,269 | $3.8M |
| DT Investment Partners, LLC | 0.32% | Reduce -1.3% | 6,250 | $3.8M |
| Nations Financial Group Inc, /Ia/ | 0.24% | Add +6.0% | 6,243 | $3.8M |
| Opulen Financial Group LLC | 2.90% | Add +3.5% | 6,241 | $3.8M |
| Baldwin Wealth Partners LLC | 0.25% | Reduce -1.9% | 6,235 | $3.8M |
| NYL Investors LLC | 1.31% | No change | 6,217 | $3.8M |
| Wealthstream Advisors, Inc. | 0.58% | Reduce -6.0% | 6,214 | $3.8M |
| DB Fitzpatrick & Co, Inc | 3.41% | Add +4.2% | 6,170 | $3.8M |
| Texas Yale Capital Corp. | 0.12% | Add +0.1% | 6,169 | $3.8M |
| Highland Capital Management, LLC | 0.19% | Add +0.5% | 6,152 | $3.8M |
| Long Island Wealth Management, Inc. | 1.83% | Add +0.0% | 6,138 | $3.8M |
| Consultiva Wealth Management, Corp. | 10.53% | Reduce -0.7% | 6,128 | $3.8M |
| Clarkston Capital Partners, LLC | 0.08% | Add +0.3% | 6,120 | $3.7M |
| Channel Wealth LLC | 1.00% | Reduce -7.8% | 6,114 | $3.7M |
| Auour Investments LLC | 1.21% | Add +2.2% | 6,072 | $3.7M |
| Vise Technologies, Inc. | 0.14% | Reduce -65.4% | 6,047 | $3.7M |
| Orgel Wealth Management, LLC | 0.08% | Add +1.9% | 6,032 | $3.7M |
| Equita Financial Network, Inc. | 1.25% | Add +19.7% | 6,031 | $3.7M |
| Archer Investment Corp | 0.83% | Add +1.9% | 6,029 | $3.7M |
| Sykon Capital LLC | 1.23% | Reduce -59.7% | 6,026 | $3.7M |
| Financial Consulate, Inc. | 0.52% | Add +1.8% | 6,022 | $3.7M |
| Synergy Financial Group, LTD | 2.48% | Reduce -2.4% | 6,018 | $3.7M |
| FSM Wealth Advisors, LLC | 0.52% | Reduce -0.2% | 6,016 | $3.7M |
| Disciplined Investors, L.L.C. | 2.62% | Add +10.6% | 6,011 | $3.7M |
| Winthrop Advisory Group LLC | 0.32% | Add +23.2% | 5,981 | $3.7M |
| Maridea Wealth Management LLC | 0.57% | Add +93.7% | 5,942 | $3.7M |
| Ssa Swiss Advisors AG | 1.70% | Reduce -10.5% | 5,994 | $3.7M |
| Beirne Wealth Consulting Services, LLC | 0.88% | Add +1.5% | 5,942 | $3.6M |
| Cassaday & Co Wealth Management LLC | 0.08% | Add +107.4% | 5,931 | $3.6M |
| RMG Wealth Management LLC | 0.51% | No change | 5,898 | $3.6M |
| Gallacher Capital Management LLC | 1.42% | Reduce -1.4% | 5,882 | $3.6M |
| Black Swift Group, LLC | 0.63% | Reduce -2.0% | 5,874 | $3.6M |
| Strategic Family Wealth Counselors, L.L.C. | 0.92% | Add +6.0% | 5,866 | $3.6M |
| Viewpoint Investment Partners Corp. | 1.96% | No change | 6,318 | $3.6M |
| Hemington Wealth Management | 0.47% | No change | 5,859 | $3.6M |
| KFA Private Wealth Group, LLC | 1.02% | Add +2.1% | 5,853 | $3.6M |
| Bank of Marin | 2.53% | Reduce -4.0% | 5,852 | $3.6M |
| Madison Wealth Partners, Inc | 0.71% | Add +124.0% | 5,844 | $3.6M |
| Summit Financial Wealth Advisors, LLC | 0.55% | Add +56.0% | 5,810 | $3.6M |
| IMA Advisory Services, Inc. | 0.36% | Add +17.8% | 5,803 | $3.6M |
| Bakala Capital LLC | 19.20% | Add +0.3% | 5,806 | $3.6M |
| GHP Investment Advisors, Inc. | 0.15% | Reduce -0.6% | 5,803 | $3.6M |
| Tradewinds, LLC. | 0.87% | Add +798.1% | 5,802 | $3.6M |
| Tranquility Partners, LLC | 1.20% | Add +7.8% | 5,793 | $3.5M |
| Ferguson Wellman Capital Management, Inc. | 0.06% | Reduce -19.1% | 5,776 | $3.5M |
| Fi3 FINANCIAL ADVISORS, LLC | 1.20% | Reduce -4.4% | 5,759 | $3.5M |
| Trellis Wealth Advisors LLC | 1.43% | Add +0.0% | 5,756 | $3.5M |
| Compass Advisory Group LLC | 0.99% | Reduce -3.7% | 5,738 | $3.5M |
| Tortoise Investment Management, LLC | 0.31% | Add +2.5% | 5,753 | $3.5M |
| Keystone Global Partners, LLC | 1.79% | Reduce -3.0% | 5,753 | $3.5M |
| Sunpointe, LLC | 1.27% | Reduce -50.3% | 5,736 | $3.5M |
| McMorgan & Co. LLC | 0.54% | Reduce -67.6% | 5,726 | $3.5M |
| Orion Investment Co | 1.11% | Add +0.9% | 5,713 | $3.5M |
| Accurate Wealth Management, LLC | 0.46% | Add +124.4% | 5,728 | $3.5M |
| Fire Capital Management LLC | 2.00% | Add +322.2% | 5,678 | $3.5M |
| Thompson Davis & Co., Inc. | 2.14% | Reduce -8.4% | 5,670 | $3.5M |
| Waddell & Associates, LLC | 0.30% | Reduce -0.1% | 5,665 | $3.5M |
| Richards, Merrill & Peterson, Inc. | 1.50% | Reduce -0.9% | 5,656 | $3.5M |
| Mezzasalma Advisors, LLC | 0.88% | Add +61.2% | 5,632 | $3.4M |
| Capital Investment Advisory Services, LLC | 0.27% | Add +18.7% | 5,625 | $3.4M |
| Edmond DE Rothschild Holding S.A. | 0.05% | Add +2.0% | 5,617 | $3.4M |
| First National Advisers, LLC | 0.47% | Reduce -1.2% | 5,601 | $3.4M |
| TCI Wealth Advisors, Inc. | 0.20% | Add +1.6% | 5,589 | $3.4M |
| Global Strategic Investment Solutions, LLC | 0.34% | Add +0.0% | 5,557 | $3.4M |
| Zacks Investment Management | 0.03% | Reduce -23.6% | 5,551 | $3.4M |
| Private Advisory Group LLC | 0.30% | Reduce -2.2% | 5,547 | $3.4M |
| Walled Lake Planning & Wealth Management, LLC | 1.12% | Add +2.2% | 5,538 | $3.4M |
| Taylor Hoffman Capital Management LLC | 1.07% | Reduce -7.2% | 5,536 | $3.4M |
| Consilio Wealth Advisors, LLC | 1.11% | Reduce -12.3% | 5,530 | $3.4M |
| Advisory Research Inc. | 0.44% | Reduce -10.0% | 5,529 | $3.4M |
| Arlington Trust Co LLC | 0.61% | Add +11.8% | 5,526 | $3.4M |
| Aprio Wealth Management, LLC | 0.34% | Add +1.2% | 5,524 | $3.4M |
| Cherry Tree Wealth Management, LLC | 0.74% | Add +33.4% | 5,522 | $3.4M |
| Lee, Kelleher & Klein Wealth Management | 2.08% | Reduce -3.8% | 5,520 | $3.4M |
| Meeder Advisory Services, Inc. | 0.16% | Add +12.0% | 5,500 | $3.4M |
| Tennessee Valley Asset Management Partners | 0.46% | Add +41.8% | 5,493 | $3.4M |
| Investment Advisory Group, LLC | 0.91% | Add +3.7% | 5,482 | $3.4M |
| WMG Financial Advisors, LLC | 1.12% | Add +5.7% | 5,478 | $3.4M |
| Vermillion Wealth Management, Inc. | 0.91% | Add +0.9% | 5,457 | $3.3M |
| AXA S.A. | 1.67% | Add +46.7% | 5,427 | $3.3M |
| Olde Wealth Management, LLC | 1.03% | — | 5,305 | $3.3M |
| InTrack Investment Management Inc | 1.98% | Reduce -24.6% | 5,418 | $3.3M |
| Richardson Financial Services Inc. | 2.05% | Add +0.1% | 5,412 | $3.3M |
| Perennial Investment Advisors, LLC | 0.27% | Add +1.6% | 5,383 | $3.3M |
| Principle Wealth Partners LLC | 0.19% | Reduce -3.4% | 5,374 | $3.3M |
| Weaver Consulting Group | 0.84% | Reduce -0.1% | 5,364 | $3.3M |
| Absolute Capital Management, LLC | 1.41% | Add +28.9% | 5,363 | $3.3M |
| Accel Wealth Management | 0.95% | Add +1.4% | 5,356 | $3.3M |
| Naviter Wealth, LLC | 0.38% | Add +6.5% | 5,337 | $3.3M |
| Key Client Fiduciary Advisors, LLC | 1.10% | Add +12.2% | 5,349 | $3.3M |
| GW Henssler & Associates Ltd. | 0.16% | Add +0.1% | 5,325 | $3.3M |
| Wealth Architects, LLC | 0.31% | Reduce -3.2% | 5,318 | $3.3M |
| Prime Buchholz LLC | 1.79% | Reduce -3.2% | 5,304 | $3.2M |
| Innova Wealth Partners | 1.75% | Add +1.4% | 5,297 | $3.2M |
| PFG Private Wealth Management, LLC | 1.44% | Add +555.8% | 5,279 | $3.2M |
| Integrity Wealth Solutions LLC | 1.44% | Add +267.4% | 5,279 | $3.2M |
| Realta Investment Advisors | 1.08% | Add +27.3% | 5,268 | $3.2M |
| Bluestem Financial Advisors, LLC | 1.26% | Add +0.0% | 5,267 | $3.2M |
| Rexford Capital Inc. | 2.49% | Reduce -10.2% | 5,263 | $3.2M |
| BlueChip Wealth Advisors LLC | 1.36% | Reduce -25.1% | 5,218 | $3.2M |
| Sawyer & Company, Inc | 1.21% | Reduce -25.0% | 5,619 | $3.2M |
| Kirtland Hills Capital Management, LLC | 1.26% | Add +1.0% | 5,197 | $3.2M |
| IFC Advisors LLC | 0.58% | No change | 5,169 | $3.2M |
| Capital Analysts, LLC | 0.09% | Add +11.8% | 5,164 | $3.2M |
| Welch & Forbes LLC | 0.04% | Add +64.2% | 5,154 | $3.2M |
| Financial Council, LLC | 1.40% | No change | 5,152 | $3.2M |
| Goodwin Investment Advisory | 3.37% | No change | 5,134 | $3.1M |
| Meredith Wealth Planning | 1.00% | Add +10.8% | 5,129 | $3.1M |
| Willow Creek Wealth Management Inc. | 0.26% | Add +90.6% | 5,128 | $3.1M |
| SRH Advisors, LLC | 0.92% | No change | 5,121 | $3.1M |
| Performance Wealth Partners, LLC | 0.09% | Add +3.4% | 5,112 | $3.1M |
| Hubbell Strickland Wealth Management, LLC | 1.28% | Add +0.4% | 5,094 | $3.1M |
| Copperleaf Capital, LLC | 1.49% | Reduce -2.5% | 5,077 | $3.1M |
| Pine Ridge Advisers LLC | 0.21% | No change | 5,075 | $3.1M |
| JT Stratford LLC | 0.42% | Add +8.4% | 5,070 | $3.1M |
| First Horizon Corp. | 0.15% | — | 5,065 | $3.1M |
| Baring Financial LLC | 2.11% | Add +11.0% | 5,063 | $3.1M |
| Roberts Glore & Co. Inc. | 0.85% | Reduce -0.2% | 5,062 | $3.1M |
| Boreal Capital Management LLC | 2.97% | Add +6.0% | 5,047 | $3.1M |
| Medallion Wealth Advisors, LLC | 1.08% | Add +1.6% | 4,965 | $3.0M |
| Verus Financial Partners, Inc. | 0.29% | Add +1.4% | 4,964 | $3.0M |
| GWN Securities Inc. | 0.70% | Reduce -46.5% | 4,950 | $3.0M |
| Capital CS Group, LLC | 4.99% | Reduce -1.3% | 4,953 | $3.0M |
| Cherry Creek Investment Advisors, Inc. | 1.31% | Add +4.6% | 4,948 | $3.0M |
| Physician Wealth Advisors, Inc. | 0.43% | Add +2.0% | 4,943 | $3.0M |
| Myecfo, LLC | 1.37% | Reduce -1.3% | 4,935 | $3.0M |
| Values Added Financial LLC | 1.34% | Reduce -2.9% | 4,933 | $3.0M |
| First Pacific Financial | 0.42% | Reduce -0.7% | 4,923 | $3.0M |
| Purkiss Capital Advisors LLC | 1.44% | Add +5.8% | 4,922 | $3.0M |
| Brooklyn Investment Group | 0.41% | No change | 5,292 | $3.0M |
| Cooper/Haims Advisors, LLC | 1.40% | Reduce -1.4% | 4,879 | $3.0M |
| Montecito Bank & Trust | 0.46% | — | 4,873 | $3.0M |
| FOCUS Wealth Advisors, LLC | 1.43% | No change | 4,872 | $3.0M |
| Ewa, LLC | 0.83% | Add +0.3% | 4,870 | $3.0M |
| LifeWealth Investments, LLC | 0.98% | Reduce -15.2% | 4,870 | $3.0M |
| PACK Private Wealth, LLC | 1.40% | No change | 4,859 | $3.0M |
| Capital Advisors Inc. | 0.05% | Add +9.8% | 4,835 | $3.0M |
| SeaBridge Investment Advisors LLC | 0.48% | Reduce -27.3% | 4,830 | $3.0M |
| A4 Wealth Advisors LLC | 2.49% | — | 4,818 | $3.0M |
| Capasso Planning Partners LLC | 1.84% | Reduce -22.7% | 4,814 | $2.9M |
| Linscomb Wealth, Inc. | 0.13% | Add +24.1% | 4,813 | $2.9M |
| BXM Wealth LLC | 2.79% | Add +194.6% | 8,339 | $2.9M |
| Panoramic Investment Advisors, LLC | 1.65% | Add +0.9% | 4,796 | $2.9M |
| JPL Wealth Management, LLC | 0.70% | Reduce -0.4% | 4,794 | $2.9M |
| Robinson Smith Wealth Advisors LLC | 2.11% | Reduce -0.0% | 4,790 | $2.9M |
| Commons Capital, LLC | 1.96% | Add +1.5% | 4,774 | $2.9M |
| Provenance Wealth Advisors, LLC | 0.38% | Reduce -1.6% | 4,768 | $2.9M |
| E&G Advisors, LLC | 0.68% | No change | 4,752 | $2.9M |
| TruNorth Capital Management, LLC | 0.57% | Add +14.9% | 4,743 | $2.9M |
| Quent Capital, LLC | 0.24% | Reduce -0.1% | 4,737 | $2.9M |
| Harbour Investment Management LLC | 1.25% | No change | 4,692 | $2.9M |
| Stockman Wealth Management, Inc. | 0.35% | Reduce -3.9% | 4,672 | $2.9M |
| Gibson Capital, LLC | 0.53% | Add +207.3% | 4,671 | $2.9M |
| Novem Group | 0.34% | Add +6.0% | 4,665 | $2.9M |
| Founders Financial Alliance, LLC | 0.54% | Add +3.0% | 4,664 | $2.9M |
| SkyOak Wealth, LLC | 0.54% | Add +0.1% | 4,628 | $2.8M |
| Stonebridge Capital Advisors LLC | 0.20% | Add +0.7% | 4,620 | $2.8M |
| Trust Co. of Toledo NA | 0.28% | Add +15.3% | 4,603 | $2.8M |
| Advance Capital Management, Inc. | 0.12% | Add +9.5% | 4,592 | $2.8M |
| Sonora Investment Management Group, LLC | 0.20% | Add +0.8% | 4,584 | $2.8M |
| Grantvest Financial Group LLC | 1.93% | Reduce -4.8% | 4,566 | $2.8M |
| Headinvest, LLC | 0.58% | Add +5.0% | 4,557 | $2.8M |
| LifeGuide Financial Advisors, LLC | 1.03% | Add +0.1% | 4,911 | $2.8M |
| Private Client Services, LLC | 0.93% | Reduce -3.0% | 4,552 | $2.8M |
| Faithward Advisors, LLC | 0.41% | Add +0.2% | 4,550 | $2.8M |
| 180 Wealth Advisors, LLC | 0.34% | Reduce -0.9% | 4,540 | $2.8M |
| Financial Synergies Wealth Advisors, Inc. | 0.28% | Add +2.0% | 4,534 | $2.8M |
| Apeiron RIA LLC | 0.62% | Reduce -4.6% | 4,554 | $2.8M |
| Cloud Capital Management, LLC | 1.46% | Add +9.6% | 4,518 | $2.8M |
| MTM Investment Management, LLC | 0.88% | Add +1.3% | 4,525 | $2.8M |
| National Wealth Management Group, LLC | 1.04% | Add +23.8% | 4,520 | $2.8M |
| Veery Capital, LLC | 0.87% | Add +3.0% | 4,515 | $2.8M |
| Tred Avon Family Wealth, LLC | 0.95% | — | 4,514 | $2.8M |
| Wakefield Asset Management LLLP | 0.75% | Add +0.1% | 4,492 | $2.8M |
| Avestar Capital, LLC | 0.20% | Add +0.0% | 4,469 | $2.7M |
| Aviance Capital Partners, LLC | 0.33% | Add +12.4% | 4,470 | $2.7M |
| Optimist Retirement Group LLC | 1.24% | Reduce -0.7% | 4,467 | $2.7M |
| Perkins Coie Trust Co | 0.51% | Add +16.0% | 4,452 | $2.7M |
| Prevail Innovative Wealth Advisors, LLC | 0.53% | New | 4,444 | $2.7M |
| Financial Perspectives, Inc | 0.75% | Reduce -4.9% | 4,438 | $2.7M |
| Pine Haven Investment Counsel, Inc | 1.96% | Add +2.0% | 4,420 | $2.7M |
| Narus Financial Partners, LLC | 0.74% | Add +24.6% | 4,416 | $2.7M |
| Portland Global Advisors LLC | 0.30% | Add +5.3% | 4,407 | $2.7M |
| TCV Trust & Wealth Management, Inc. | 0.23% | Add +0.6% | 4,406 | $2.7M |
| Nilsine Partners, LLC | 0.24% | Reduce -6.2% | 4,406 | $2.7M |
| Annex Advisory Services, LLC | 0.06% | Reduce -0.4% | 4,405 | $2.7M |
| Maripau Wealth Management LLC | 1.35% | Add +16.4% | 4,386 | $2.7M |
| Canandaigua National Bank & Trust Co. | 0.24% | No change | 4,384 | $2.7M |
| Johnson Financial Group, Inc. | 0.10% | Add +27.5% | 4,367 | $2.7M |
| Rebalance, LLC | 0.16% | Reduce -29.9% | 4,369 | $2.7M |
| Consolidated Portfolio Review Corp | 0.34% | Reduce -0.4% | 4,365 | $2.7M |
| Latko Wealth Management, Ltd. | 1.35% | Add +2.3% | 4,364 | $2.7M |
| Tumwater Wealth Management, LLC | 1.19% | Add +3.8% | 4,359 | $2.7M |
| CFS Investment Advisory Services, LLC | 0.20% | Add +3.1% | 4,281 | $2.7M |
| L & S Advisors Inc | 0.28% | No change | 4,327 | $2.6M |
| Heritage Financial Services, LLC | 0.24% | Add +7.7% | 4,325 | $2.6M |
| Quadrant Private Wealth Management, LLC | 0.48% | Add +1.7% | 4,303 | $2.6M |
| Sunbelt Securities, Inc. | 0.18% | Add +302.3% | 4,305 | $2.6M |
| Retirement Income Solutions, Inc. | 0.45% | No change | 4,293 | $2.6M |
| JB Capital LLC | 0.11% | Add +2.2% | 4,273 | $2.6M |
| Burt Wealth Advisors | 0.64% | Reduce -0.3% | 4,272 | $2.6M |
| Arrien Investments, Inc. | 1.53% | Reduce -11.0% | 4,268 | $2.6M |
| Optima Capital LLC | 1.27% | Add +140.2% | 4,266 | $2.6M |
| Cambria Investment Management, L.P. | 0.16% | Add +51.9% | 4,250 | $2.6M |
| Glaxis Capital Management, LLC | 4.31% | Add +104.6% | 4,241 | $2.6M |
| WP Advisors, LLC | 0.66% | Reduce -12.6% | 4,233 | $2.6M |
| Second Line Capital, LLC | 0.53% | Add +0.2% | 4,185 | $2.6M |
| Uniting Wealth Partners, LLC | 0.61% | New | 4,184 | $2.6M |
| Orrstown Financial Services Inc. | 0.44% | Reduce -0.4% | 4,192 | $2.6M |
| Roble, Belko & Company, Inc | 0.35% | Add +7.7% | 4,190 | $2.6M |
| MGB Wealth Management, LLC | 0.72% | Add +1069.8% | 4,188 | $2.6M |
| S&T Bank | 0.72% | No change | 4,165 | $2.6M |
| Onyx Bridge Wealth Group LLC | 0.28% | Add +5.0% | 4,158 | $2.5M |
| Bedel Financial Consulting, Inc. | 0.33% | Add +7.3% | 4,158 | $2.5M |
| Michels Family Financial, LLC | 1.98% | Reduce -1.0% | 4,148 | $2.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Add +0.0% | 4,124 | $2.5M |
| CFC Planning Co LLC | 2.12% | Add +41.9% | 4,118 | $2.5M |
| Bell Investment Advisors, Inc | 0.41% | Add +0.1% | 4,101 | $2.5M |
| Laurel Wealth Advisors LLC | 0.35% | Add +0.7% | 4,101 | $2.5M |
| Harfst & Associates, Inc. | 0.46% | No change | 4,094 | $2.5M |
| Cardinal Point Capital Management ULC | 0.18% | Reduce -1.2% | 4,112 | $2.5M |
| R.H. Investment Group, LLC | 2.17% | Add +0.7% | 4,088 | $2.5M |
| Alesco Advisors, LLC, An ESL Co | 0.07% | Add +32.7% | 4,087 | $2.5M |
| PBMares Wealth Management LLC | 0.40% | Add +20.2% | 4,076 | $2.5M |
| Strategies Wealth Advisors, LLC | 0.26% | Reduce -35.6% | 4,056 | $2.5M |
| MIdWestOne Financial Group, Inc. | 0.30% | Reduce -2.1% | 4,051 | $2.5M |
| Culbertson A N & Co. Inc. | 0.35% | Reduce -2.8% | 4,047 | $2.5M |
| Slagle Financial, LLC | 0.91% | Add +7.8% | 4,045 | $2.5M |
| Segment Wealth Management, LLC | 0.15% | Add +4.9% | 4,043 | $2.5M |
| Red Tortoise LLC | 1.08% | New | 4,039 | $2.5M |
| Cheviot Value Management, LLC | 0.26% | Add +19.4% | 3,896 | $2.5M |
| Capital Advantage, Inc. | 0.37% | Add +0.2% | 4,011 | $2.5M |
| Vantage Financial Partners, LLC | 0.52% | Reduce -1.3% | 4,005 | $2.5M |
| Latitude Advisors, LLC | 1.12% | Add +17.5% | 3,991 | $2.4M |
| Index Fund Advisors, Inc. | 0.12% | Add +1.6% | 3,991 | $2.4M |
| Zullo Investment Group, Inc. | 0.90% | No change | 3,990 | $2.4M |
| Diversified Enterprises, LLC | 0.16% | Add +2.3% | 3,989 | $2.4M |
| Mascoma Wealth Management LLC | 0.54% | Reduce -0.2% | 3,968 | $2.4M |
| Nova Wealth Management, Inc. | 1.71% | Reduce -1.8% | 3,959 | $2.4M |
| Pursue Wealth Partners LLC | 1.33% | Reduce -7.4% | 3,954 | $2.4M |
| Castleview Partners, LLC | 1.31% | Add +126.8% | 3,949 | $2.4M |
| Cercano Management LLC | 0.09% | No change | 3,941 | $2.4M |
| Country Club Bank | 0.14% | Reduce -3.1% | 3,952 | $2.4M |
| Cannon Financial Strategists, Inc. | 0.34% | Add +0.8% | 3,927 | $2.4M |
| Stonebridge Financial Planning Group, LLC | 0.90% | Add +34.6% | 3,921 | $2.4M |
| Prosperity Consulting Group, LLC | 0.12% | Add +111.7% | 3,893 | $2.4M |
| HTG Investment Advisors, Inc. | 0.80% | No change | 3,893 | $2.4M |
| Unique Wealth, LLC | 0.35% | Reduce -13.4% | 3,893 | $2.4M |
| Tocqueville Asset Management L.P. | 0.03% | Add +0.2% | 3,884 | $2.4M |
| Fiduciary Family Office, LLC | 0.67% | Reduce -26.9% | 3,869 | $2.4M |
| Great Oak Capital Partners, LLC | 0.62% | Reduce -2.4% | 3,845 | $2.4M |
| Drive Wealth Management, LLC | 0.50% | Add +1.8% | 3,847 | $2.4M |
| Elevated Capital Advisors, LLC | 0.59% | Reduce -12.0% | 3,853 | $2.4M |
| Peoples Bank | 2.34% | Add +0.5% | 3,843 | $2.4M |
| Fearless Solutions, LLC dba Best Invest | 1.50% | Add +1.0% | 3,829 | $2.3M |
| Avantax Planning Partners, Inc. | 0.07% | Add +3.1% | 3,828 | $2.3M |
| Sims Investment Management, LLC | 0.84% | Add +2.7% | 3,810 | $2.3M |
| Aries Wealth Management | 0.55% | Add +2.7% | 3,807 | $2.3M |
| Heritage Wealth Management, Inc. | 0.68% | Reduce -7.2% | 3,804 | $2.3M |
| Occidental Asset Management, LLC | 0.29% | Add +28.3% | 3,802 | $2.3M |
| Berkeley, Inc | 0.75% | Reduce -11.4% | 3,785 | $2.3M |
| Eagle Global Advisors LLC | 0.09% | No change | 3,774 | $2.3M |
| Curran Financial Partners, LLC | 0.46% | Reduce -3.4% | 3,765 | $2.3M |
| WealthShield Partners, LLC | 0.26% | Add +3.8% | 3,765 | $2.3M |
| Private Wealth Group, LLC | 1.15% | No change | 3,758 | $2.3M |
| Vienna Asset Management LLC | 1.37% | Add +0.9% | 3,756 | $2.3M |
| Compton Wealth Advisory Group, LLC | 0.53% | Add +45.2% | 3,714 | $2.3M |
| Washburn Capital Management, Inc. | 1.27% | Reduce -13.1% | 3,714 | $2.3M |
| PTM Wealth Management, LLC | 1.35% | Add +0.2% | 3,669 | $2.3M |
| Towne Trust Company, N.A | 0.73% | Add +15.4% | 3,695 | $2.3M |
| Hengehold Capital Management LLC | 0.19% | Add +0.5% | 3,691 | $2.3M |
| Trueblood Wealth Management, LLC | 0.88% | Add +1.4% | 3,688 | $2.3M |
| Fortis Capital Management LLC | 0.32% | Reduce -25.3% | 3,685 | $2.3M |
| Valtinson Bruner Financial Planning LLC | 0.67% | Reduce -0.2% | 3,681 | $2.3M |
| Baker Boyer National Bank | 0.75% | Add +3.1% | 3,673 | $2.2M |
| Wealth Effects LLC | 0.72% | Add +5.3% | 3,670 | $2.2M |
| Advocacy Wealth Management, LLC | 0.10% | No change | 3,661 | $2.2M |
| Stonebridge Financial Group, LLC | 0.20% | Add +1.2% | 3,657 | $2.2M |
| Oxbow Advisors, LLC | 0.21% | No change | 3,647 | $2.2M |
| Cornerstone Financial Group, LLC | 1.73% | Add +2.0% | 3,646 | $2.2M |
| Baker Avenue Asset Management, LP | 0.05% | Add +13.8% | 3,646 | $2.2M |
| Manuka Financial, LLC | 1.39% | Add +1.5% | 3,638 | $2.2M |
| MSH Capital Advisors LLC | 0.60% | Add +6.8% | 3,636 | $2.2M |
| Presper Financial Architects, LLC | 1.29% | No change | 3,635 | $2.2M |
| Members Wealth LLC | 1.41% | — | 3,618 | $2.2M |
| Badgley Phelps Wealth Managers, LLC | 0.05% | Add +2.1% | 3,616 | $2.2M |
| Chesley Taft & Associates LLC | 0.09% | Add +4.1% | 3,624 | $2.2M |
| Clarity Wealth Advisors, LLC | 0.49% | Add +2.4% | 3,622 | $2.2M |
| TCP Asset Management, LLC | 0.40% | Add +1.8% | 3,619 | $2.2M |
| Raab & Moskowitz Asset Management LLC | 0.50% | Reduce -6.0% | 3,616 | $2.2M |
| Wolff Wiese Magana LLC | 1.25% | Add +16.1% | 3,609 | $2.2M |
| Cherrydale Wealth Management, LLC | 0.69% | Add +0.3% | 3,608 | $2.2M |
| Compass Ion Advisors, LLC | 0.21% | Add +10.6% | 3,606 | $2.2M |
| Enzi Wealth | 0.78% | Reduce -2.9% | 3,630 | $2.2M |
| KMT Wealth Management, LLC | 1.18% | Add +19.5% | 3,581 | $2.2M |
| Alaethes Wealth, LLC | 0.62% | Reduce -6.7% | 3,569 | $2.2M |
| Grandfield & Dodd, LLC | 0.12% | No change | 3,569 | $2.2M |
| Trivium Point Advisory, LLC | 0.22% | Add +3.9% | 3,569 | $2.2M |
| Heritage Investment Group, Inc. | 0.35% | Reduce -3.0% | 3,564 | $2.2M |
| Lion Street Advisors, LLC | 0.75% | Reduce -66.4% | 5,143 | $2.2M |
| Mullaney, Keating & Wright, Inc. | 1.20% | Add +19.2% | 3,542 | $2.2M |
| Freedom Investment Management, Inc. | 0.57% | Reduce -20.2% | 3,538 | $2.2M |
| Clearstead Trust, LLC | 0.37% | Reduce -16.5% | 3,536 | $2.2M |
| WBH Advisory Inc. | 0.17% | Add +0.3% | 3,535 | $2.2M |
| Bragg Financial Advisors, Inc | 0.07% | No change | 3,532 | $2.2M |
| Equity Wealth Partners, LLC | 1.75% | — | 3,530 | $2.2M |
| Meridian Wealth Partners, LLC | 0.30% | Add +2.7% | 3,518 | $2.2M |
| Diversified Portfolios, Inc. | 0.19% | Reduce -0.8% | 3,508 | $2.1M |
| Tamar Securities, LLC | 0.24% | Add +4.2% | 3,491 | $2.1M |
| GEM Asset Management, LLC | 1.01% | Add +70.7% | 3,475 | $2.1M |
| Bensler, LLC | 0.22% | Add +0.1% | 3,489 | $2.1M |
| Capital Asset Advisory Services LLC | 0.09% | Add +5.1% | 3,484 | $2.1M |
| Virtus Wealth Solutions LLC | 0.41% | Add +5.8% | 3,484 | $2.1M |
| L.M. Kohn & Company | 2.56% | Reduce -70.6% | 3,475 | $2.1M |
| Twin Peaks Wealth Advisors, LLC | 0.73% | Add +2.4% | 3,474 | $2.1M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.02% | Reduce -9.1% | 3,443 | $2.1M |
| Evelyn Partners Investment Management (Europe) Ltd | 0.73% | No change | 3,463 | $2.1M |
| Shade Tree Advisors LLC | 1.83% | Add +0.3% | 3,462 | $2.1M |
| Ascent Wealth Partners, LLC | 0.24% | Add +0.0% | 3,449 | $2.1M |
| Versant Capital Management, Inc | 0.29% | Add +426.6% | 3,444 | $2.1M |
| Hanson & Doremus Investment Management | 0.27% | Add +2.0% | 3,444 | $2.1M |
| Sandbox Financial Partners, LLC | 0.60% | Reduce -12.5% | 3,443 | $2.1M |
| Core Wealth Partners LLC | 0.97% | Reduce -0.7% | 3,437 | $2.1M |
| Wingate Wealth Advisors, Inc. | 1.46% | Add +31.6% | 3,430 | $2.1M |
| Rossby Financial, LCC | 0.69% | Add +1.3% | 3,397 | $2.1M |
| Infinity Wealth Counsel, LLC | 2.02% | Reduce -15.0% | 3,400 | $2.1M |
| Wealth Management Resources, Inc. | 0.67% | Add +6.2% | 3,398 | $2.1M |
| Peak Planning Group, LLC | 1.08% | Reduce -0.5% | 3,395 | $2.1M |
| Calydon Capital | 0.33% | Reduce -49.8% | 3,395 | $2.1M |
| Nixon Peabody Trust Co. | 0.15% | Reduce -11.3% | 3,383 | $2.1M |
| Alterna Wealth Management, Inc. | 1.70% | Reduce -7.1% | 3,381 | $2.1M |
| Falcon Wealth Planning | 0.19% | Add +7.4% | 3,380 | $2.1M |
| Confluence Wealth Services, Inc. | 0.10% | Add +2.8% | 3,380 | $2.1M |
| First County Bank | 1.05% | Reduce -6.3% | 3,365 | $2.1M |
| Aspen Wealth Management LLC | 0.46% | Add +0.6% | 3,358 | $2.1M |
| F/m Investments LLC | 0.08% | Reduce -63.9% | 3,355 | $2.1M |
| Retirement Financial Solutions, LLC | 0.64% | Add +1.0% | 3,350 | $2.1M |
| TFR Capital, LLC. | 0.68% | Reduce -1.4% | 3,343 | $2.0M |
| Strata Wealth Advisors, LLC | 0.54% | Add +58.0% | 3,327 | $2.0M |
| Meridian Investment Counsel Inc. | 0.50% | Reduce -0.6% | 3,324 | $2.0M |
| Leelyn Smith, LLC | 0.31% | Add +0.1% | 3,323 | $2.0M |
| Spinnaker Trust | 0.11% | Add +1.4% | 3,323 | $2.0M |
| Indiana Trust & Investment Management Co | 0.62% | Reduce -0.3% | 3,322 | $2.0M |
| Engineers Gate Manager LP | 0.02% | New | 3,322 | $2.0M |
| WealthTrak Capital Management LLC | 1.67% | Add +0.6% | 3,319 | $2.0M |
| McCarter Private Wealth Services LLC | 1.04% | Reduce -0.5% | 3,319 | $2.0M |
| Granite FO LLC | 1.10% | Add +0.0% | 3,316 | $2.0M |
| Alpha Financial Partners LLC | 1.32% | Add +0.2% | 3,314 | $2.0M |
| Frank, Rimerman Advisors LLC | 0.13% | No change | 3,312 | $2.0M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.38% | Reduce -2.3% | 3,310 | $2.0M |
| Hantz Financial Services, Inc. | 0.03% | Add +2.6% | 3,310 | $2.0M |
| Farrow Financial, Inc. | 1.18% | Reduce -46.2% | 3,308 | $2.0M |
| Weinberger Asset Management, Inc | 0.73% | Add +0.3% | 3,301 | $2.0M |
| Morris Financial Concepts, Inc. | 0.73% | Add +8.2% | 3,299 | $2.0M |
| WESCAP Management Group, Inc. | 0.42% | No change | 3,291 | $2.0M |
| Madison Park Capital Advisors, LLC | 1.65% | Add +0.3% | 3,286 | $2.0M |
| Kane Investment Management, Inc. | 0.98% | Add +8.6% | 3,277 | $2.0M |
| Washington Trust Bank | 0.15% | Add +1.6% | 3,252 | $2.0M |
| Blake Schutter Theil Wealth Advisors, LLC | 1.97% | Add +3.2% | 3,251 | $2.0M |
| Edgemoor Investment Advisors, Inc. | 0.15% | Add +56.1% | 3,243 | $2.0M |
| Burton Enright Welch | 0.30% | Add +755.4% | 3,242 | $2.0M |
| Harmony Asset Management LLC | 0.68% | Add +22.0% | 3,241 | $2.0M |
| Investment Advisory Services Inc. /TX | 0.63% | Reduce -1.5% | 3,240 | $2.0M |
| Asset Advisors Investment Management, LLC | 0.19% | Add +0.4% | 3,232 | $2.0M |
| Citizens National Bank Trust Department | 0.35% | Reduce -0.3% | 3,230 | $2.0M |
| Zions Bancorporation, National Association | 0.10% | No change | 3,228 | $2.0M |
| Vigilare Wealth Management | 0.68% | Reduce -17.4% | 3,206 | $2.0M |
| Aegis Wealth Management LLC | 1.05% | Reduce -66.5% | 3,203 | $2.0M |
| Pacific Capital Wealth Advisors, Inc. | 0.34% | Reduce -6.2% | 3,202 | $2.0M |
| Tradewinds Capital Management, LLC | 0.44% | Reduce -10.5% | 3,202 | $2.0M |
| MontVue Capital Management, Inc. | 1.31% | No change | 3,201 | $2.0M |
| Verus Capital Partners, LLC | 0.15% | Reduce -7.6% | 3,201 | $2.0M |
| Geometric Wealth Advisors | 0.26% | Add +28.0% | 3,197 | $2.0M |
| Northstar Advisory Group, LLC | 0.80% | Reduce -12.1% | 3,195 | $2.0M |
| Passive Capital Management, LLC. | 0.64% | Reduce -12.5% | 3,194 | $2.0M |
| Novare Capital Management LLC | 0.15% | Reduce -2.9% | 3,191 | $2.0M |
| Clearview Wealth Advisors LLC | 1.25% | No change | 3,188 | $2.0M |
| Procyon Advisors, LLC | 0.12% | Add +14.6% | 3,181 | $1.9M |
| Fortress Wealth Management, Inc. | 0.86% | No change | 3,174 | $1.9M |
| Exit Wealth Advisors, LLC. | 1.29% | — | 3,160 | $1.9M |
| Martel Wealth Advisors LLC | 0.34% | Reduce -14.9% | 3,159 | $1.9M |
| Professional Advisory Services Inc. | 0.23% | Add +0.5% | 3,150 | $1.9M |
| 4WEALTH Advisors, Inc. | 1.78% | Add +58.2% | 3,141 | $1.9M |
| Atlantic Edge Private Wealth Management, LLC | 0.49% | Add +29.8% | 3,136 | $1.9M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.40% | Reduce -8.0% | 3,121 | $1.9M |
| Destiny Wealth Partners, LLC | 0.23% | Add +1.1% | 3,129 | $1.9M |
| Fayez Sarofim & Co | 0.00% | Reduce -1.8% | 3,129 | $1.9M |
| HFG Advisors, Inc. | 1.41% | Reduce -4.3% | 3,112 | $1.9M |
| New Wave Wealth Advisors LLC | 0.74% | Reduce -5.7% | 3,103 | $1.9M |
| River Wealth Advisors LLC | 0.22% | Add +0.5% | 3,105 | $1.9M |
| Sunesis Advisors, LLC | 0.88% | — | 3,085 | $1.9M |
| Pacific Center for Financial Services | 0.48% | Add +5.7% | 3,078 | $1.9M |
| Northwest Wealth Management, LLC | 0.31% | Reduce -4.4% | 3,078 | $1.9M |
| Stonekeep Investments, LLC | 1.19% | Add +38.9% | 3,064 | $1.9M |
| Jupiter Wealth Management LLC | 0.89% | Add +32.4% | 3,062 | $1.9M |
| William Mack & Associates, Inc. | 1.00% | No change | 3,050 | $1.9M |
| Chilton Capital Management LLC | 0.06% | Reduce -21.1% | 3,049 | $1.9M |
| Smith Salley Wealth Management | 0.10% | Add +7.4% | 3,044 | $1.9M |
| Apriem Advisors | 0.18% | Reduce -0.4% | 3,038 | $1.9M |
| Adamsbrown Wealth Consultants LLC | 0.51% | Add +21.3% | 3,035 | $1.9M |
| TBH Global Asset Management, LLC | 0.36% | New | 3,035 | $1.9M |
| Horizon Family Wealth, Inc. | 1.07% | Add +0.3% | 3,033 | $1.9M |
| RB Capital Management, LLC | 0.40% | Add +26.6% | 3,033 | $1.9M |
| Bonfire Financial | 1.43% | Add +0.3% | 3,023 | $1.9M |
| Princeton Global Asset Management LLC | 0.31% | Add +0.8% | 3,028 | $1.9M |
| Darrow Company, Inc. | 0.86% | No change | 3,003 | $1.9M |
| Gateway Wealth Partners, LLC | 0.25% | Add +131.2% | 3,017 | $1.8M |
| Premier Path Wealth Partners, LLC | 0.24% | Add +0.9% | 3,017 | $1.8M |
| Invst, LLC | 0.21% | Add +4.1% | 2,997 | $1.8M |
| Advus Financial Partners, LLC | 0.44% | Reduce -1.0% | 2,974 | $1.8M |
| BFI Infinity Ltd. | 1.21% | Add +8.5% | 2,967 | $1.8M |
| Elevate Capital Advisors, LLC | 1.26% | Add +2.6% | 2,959 | $1.8M |
| Lavaca Capital LLC | 0.33% | Reduce -7.9% | 2,953 | $1.8M |
| NDVR, Inc. | 1.50% | No change | 2,948 | $1.8M |
| Portside Wealth Group, LLC | 0.25% | Reduce -0.7% | 2,945 | $1.8M |
| Horizon Kinetics Asset Management LLC | 0.02% | Reduce -9.6% | 2,937 | $1.8M |
| Ellis Investment Partners, LLC | 0.32% | Reduce -11.0% | 2,936 | $1.8M |
| Lifeworks Advisors, LLC | 0.24% | Reduce -2.6% | 2,935 | $1.8M |
| Paladin Advisory Group, LLC | 1.40% | Reduce -8.5% | 2,932 | $1.8M |
| Hassell Wealth Management, LLC | 0.62% | Reduce -0.4% | 2,931 | $1.8M |
| Sittner & Nelson, LLC | 0.65% | Add +5.0% | 2,930 | $1.8M |
| Old North State Wealth Management, LLC | 0.84% | Add +1.1% | 2,924 | $1.8M |
| Gradient Investments LLC | 0.03% | Add +1.0% | 2,924 | $1.8M |
| Valley Forge Investment Consultants Inc. Adv | 0.52% | Add +0.3% | 2,915 | $1.8M |
| Van Cleef Asset Management,Inc | 0.18% | No change | 2,913 | $1.8M |
| Imprint Wealth LLC | 5.71% | — | 2,913 | $1.8M |
| Key Financial Inc | 0.33% | Add +82.6% | 2,894 | $1.8M |
| Fiduciary Financial Group, LLC | 0.28% | Reduce -7.3% | 2,903 | $1.8M |
| Teamwork Financial Advisors, LLC | 0.19% | Reduce -8.7% | 2,895 | $1.8M |
| Roger Wittlin Investment Advisory, LLC | 0.98% | Reduce -3.8% | 2,890 | $1.8M |
| LJI Wealth Management, LLC | 0.31% | Reduce -15.1% | 2,890 | $1.8M |
| Invesco Ltd. | 0.00% | Add +13.4% | 2,888 | $1.8M |
| Resolute Wealth Strategies, LLC | 0.81% | Add +0.0% | 2,886 | $1.8M |
| Brooks, Moore & Associates, Inc. | 0.89% | Add +80.0% | 22,060 | $1.8M |
| Libra Wealth LLC | 0.53% | No change | 2,870 | $1.8M |
| Cornerstone Capital, Inc. | 0.17% | New | 2,867 | $1.8M |
| Moneco Advisors, LLC | 0.15% | Add +38.4% | 2,865 | $1.8M |
| Tableaux LLC | 0.70% | Add +83.9% | 2,864 | $1.8M |
| Willis Johnson & Associates, Inc. | 0.11% | Reduce -0.7% | 2,862 | $1.8M |
| Insight Inv LLC | 1.03% | Add +100.6% | 2,855 | $1.7M |
| HMS Capital Management, LLC | 0.73% | No change | 2,854 | $1.7M |
| Hamilton Point Investment Advisors, LLC | 0.27% | Add +0.3% | 2,845 | $1.7M |
| Morton Capital Management LLC | 0.29% | Reduce -35.3% | 2,850 | $1.7M |
| Toth Financial Advisory Corp. | 0.19% | Add +46.0% | 2,845 | $1.7M |
| Guyasuta Investment Advisors Inc. | 0.10% | Reduce -46.8% | 2,840 | $1.7M |
| Cascade Financial Partners, LLC | 0.20% | Add +2.9% | 2,829 | $1.7M |
| NorthCrest Asset Manangement, LLC | 0.04% | Add +2.8% | 2,810 | $1.7M |
| Bourgeon Capital Management LLC | 0.32% | Add +2.7% | 2,814 | $1.7M |
| Kelman-Lazarov, Inc. | 0.26% | Add +31.1% | 2,814 | $1.7M |
| Tilia Fiduciary Partners, Inc. | 0.99% | Add +82.6% | 2,808 | $1.7M |
| Arkfeld Wealth Strategies, L.L.C. | 0.63% | Add +0.2% | 2,790 | $1.7M |
| MV Capital Management, Inc. | 0.16% | Add +17.0% | 2,798 | $1.7M |
| Kooman & Associates | 0.53% | No change | 2,794 | $1.7M |
| Pacific Asset Management, LLC | 1.16% | Add +15.9% | 2,793 | $1.7M |
| Concord Wealth Partners | 0.24% | Reduce -2.1% | 2,787 | $1.7M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Reduce -29.8% | 2,784 | $1.7M |
| Inman Jager Wealth Management, LLC | 1.09% | Add +0.3% | 2,782 | $1.7M |
| Corundum Group, Inc. | 0.70% | Add +1.2% | 2,781 | $1.7M |
| Levin Capital Strategies, L.P. | 0.16% | Reduce -0.8% | 2,781 | $1.7M |
| Awm Capital, LLC | 0.15% | Reduce -0.7% | 2,770 | $1.7M |
| OneAscent Wealth Management LLC | 0.57% | Add +1.7% | 2,768 | $1.7M |
| BetterWealth, LLC | 0.40% | Add +1.3% | 2,765 | $1.7M |
| Schiavi & Co LLC | 0.56% | Add +0.3% | 2,756 | $1.7M |
| Stillwater Wealth Management Group | 1.18% | — | 2,751 | $1.7M |
| Patron Partners, LLC | 0.76% | Add +525.0% | 2,750 | $1.7M |
| New Republic Capital, LLC | 0.52% | Add +5.8% | 2,741 | $1.7M |
| Riverview Trust Co | 2.04% | No change | 2,740 | $1.7M |
| Chemistry Wealth Management LLC | 0.32% | Add +1.7% | 2,724 | $1.7M |
| 1ST Source Bank | 0.09% | Reduce -3.0% | 2,715 | $1.7M |
| Advisors Preferred, LLC | 0.24% | No change | 2,700 | $1.7M |
| Parkwoods Wealth Partners, LLC | 0.56% | Add +100.3% | 2,702 | $1.7M |
| Watts Gwilliam & Co., LLC | 0.27% | No change | 2,700 | $1.7M |
| Strategic Financial Partners, Ltd. | 0.75% | Reduce -1.2% | 2,690 | $1.6M |
| Integrated Capital Management, LLC | 0.72% | Reduce -9.6% | 2,612 | $1.6M |
| Triton Wealth Management, PLLC | 0.62% | Add +47.5% | 2,607 | $1.6M |
| HHM Wealth Advisors, LLC | 0.19% | Add +0.4% | 2,677 | $1.6M |
| Trustmark Bank Trust Department | 0.11% | Add +4.5% | 2,672 | $1.6M |
| Oarsman Capital, Inc. | 0.23% | Reduce -0.0% | 2,666 | $1.6M |
| Rakuten Securities, Inc. | 0.60% | Add +14.7% | 2,660 | $1.6M |
| TLWM | 0.29% | Add +17.0% | 2,654 | $1.6M |
| Global Wealth Management Investment Advisory, Inc. | 0.27% | Add +49.8% | 2,651 | $1.6M |
| Smith & Howard Wealth Management, LLC | 0.38% | Add +473.5% | 2,638 | $1.6M |
| Independence Financial Advisors, LLC | 0.49% | Add +0.3% | 2,632 | $1.6M |
| BHK Investment Advisors, LLC | 0.60% | No change | 2,617 | $1.6M |
| BlackDiamond Wealth Management, LLC | 0.87% | Add +1.4% | 2,615 | $1.6M |
| King Wealth Management Group | 0.20% | Reduce -0.1% | 2,614 | $1.6M |
| Madrona Financial Services, LLC | 0.35% | Reduce -0.6% | 2,614 | $1.6M |
| Private Wealth Partners, LLC | 0.11% | Reduce -3.4% | 2,608 | $1.6M |
| RiverFront Investment Group, LLC | 0.03% | Reduce -4.1% | 2,601 | $1.6M |
| Claris Financial LLC | 0.90% | Add +0.3% | 2,601 | $1.6M |
| Klingenstein Fields & Co. LP | 0.06% | Add +12.6% | 2,599 | $1.6M |
| Victory Capital Management Inc. | 0.00% | Add +21.1% | 2,595 | $1.6M |
| Foster Group, Inc. | 0.05% | Reduce -11.5% | 2,593 | $1.6M |
| Glen Eagle Advisors, LLC | 0.22% | Add +7.5% | 2,590 | $1.6M |
| Grange Capital, LLC | 1.53% | Reduce -9.5% | 2,589 | $1.6M |
| Jim Saulnier & Associates, LLC | 0.88% | Add +2.3% | 2,582 | $1.6M |
| LGL Partners, LLC | 0.67% | No change | 2,572 | $1.6M |
| TFC Financial Management, Inc. | 0.20% | Add +2.3% | 2,579 | $1.6M |
| M.E. Allison & Co., Inc. | 1.10% | Add +0.1% | 2,578 | $1.6M |
| Sather Financial Group Inc | 0.09% | Add +4.9% | 2,574 | $1.6M |
| City State Bank | 0.45% | Add +4.2% | 2,571 | $1.6M |
| PKS Advisory Services, LLC | 0.37% | Add +11.6% | 2,568 | $1.6M |
| EagleClaw Capital Managment, LLC | 0.22% | Reduce -1.1% | 2,564 | $1.6M |
| Burke & Herbert Bank & Trust Co. | 0.34% | Reduce -3.2% | 2,559 | $1.6M |
| Orcam Financial Group | 1.27% | Add +0.2% | 2,559 | $1.6M |
| Asset Allocation Strategies LLC | 0.31% | Add +21.1% | 2,557 | $1.6M |
| Iams Wealth Management, LLC | 0.63% | Add +51.8% | 2,550 | $1.6M |
| BG Investment Services, LLC | 1.54% | Add +5.6% | 2,549 | $1.6M |
| Sandhill Capital Partners LLC | 0.11% | Add +3.5% | 2,549 | $1.6M |
| Smith Thornton Advisors LLC | 0.82% | Add +3.6% | 2,546 | $1.6M |
| Ellevest, Inc. | 0.22% | Reduce -5.2% | 2,542 | $1.6M |
| Level Wealth Management LLC | 0.82% | No change | 2,541 | $1.6M |
| Midwest Heritage Bank, FSB | 0.55% | Add +0.2% | 2,536 | $1.6M |
| Boyce & Associates Wealth Consulting, Inc. | 1.27% | Reduce -29.9% | 2,530 | $1.5M |
| Miller Investment Management, LP | 0.16% | No change | 2,529 | $1.5M |
| Coastal Bridge Advisors, LLC | 0.12% | Add +1.7% | 2,522 | $1.5M |
| Beck Mack & Oliver LLC | 0.03% | Add +0.6% | 2,519 | $1.5M |
| Ibex Wealth Advisors | 0.15% | Reduce -2.3% | 2,513 | $1.5M |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.66% | Reduce -1.8% | 2,511 | $1.5M |
| CIBC Bancorp USA Inc. | 0.01% | — | 2,508 | $1.5M |
| Zevin Asset Management LLC | 0.22% | Add +3.2% | 2,502 | $1.5M |
| Round Rock Advisors LLC | 0.24% | Add +2.3% | 2,498 | $1.5M |
| Capstone Wealth Management Group LLC | 0.98% | Add +0.1% | 2,498 | $1.5M |
| MADDEN SECURITIES Corp | 0.47% | Add +1.3% | 2,490 | $1.5M |
| Gallagher Fiduciary Advisors, LLC | 0.06% | Add +0.3% | 2,489 | $1.5M |
| Evolution Advisers, Inc. | 0.68% | Add +1.3% | 2,479 | $1.5M |
| Union Bancaire Privee, UBP SA | 0.02% | Add +240.5% | 2,496 | $1.5M |
| Greystone Financial Group, LLC | 0.24% | Reduce -18.2% | 2,483 | $1.5M |
| Parr McKnight Wealth Management Group, LLC | 0.20% | Add +5.5% | 2,478 | $1.5M |
| Cahill Financial Advisors Inc. | 0.17% | Add +1.7% | 2,476 | $1.5M |
| Obsidian Personal Planning Solutions LLC | 0.53% | Reduce -1.7% | 2,412 | $1.5M |
| Neumann Capital Management, LLC | 0.44% | Add +30.6% | 2,469 | $1.5M |
| Strategic Wealth Partners, Ltd. | 0.11% | Add +53.8% | 2,469 | $1.5M |
| Valley Financial Group, Inc. | 0.86% | Reduce -1.0% | 2,466 | $1.5M |
| Keystone Financial Services, LLC | 1.05% | Add +17.1% | 2,455 | $1.5M |
| WealthPlan Investment Management, LLC | 0.10% | Add +11.3% | 2,455 | $1.5M |
| Sightline Wealth Advisors, LLC | 0.68% | Add +0.1% | 2,452 | $1.5M |
| Benchmark Investment Advisors LLC | 0.87% | — | 2,446 | $1.5M |
| Garden State Investment Advisory Services LLC | 0.38% | Reduce -0.5% | 2,442 | $1.5M |
| Unique Wealth Strategies, LLC | 0.59% | Add +189.6% | 2,441 | $1.5M |
| Optivise Advisory Services LLC | 0.89% | Reduce -35.4% | 2,441 | $1.5M |
| Herbst Group, LLC | 0.93% | Add +0.5% | 2,433 | $1.5M |
| Summit Place Financial Advisors, LLC | 0.70% | Reduce -2.3% | 2,432 | $1.5M |
| Forefront Wealth Partners, LLC | 0.37% | Add +47.8% | 2,426 | $1.5M |
| Alteri Wealth LLC | 0.51% | Add +14.6% | 2,414 | $1.5M |
| Catalyst Private Wealth, LLC | 0.65% | Add +5.4% | 2,409 | $1.5M |
| LPWM LLC | 0.39% | No change | 2,408 | $1.5M |
| Capital Advisors Wealth Management, LLC | 0.21% | Add +228.1% | 2,408 | $1.5M |
| Capital Square, LLC | 0.75% | Add +8.7% | 2,404 | $1.5M |
| Planning Directions Inc. | 0.77% | Add +0.3% | 2,399 | $1.5M |
| Kieckhefer Group LLC | 0.69% | Add +11.8% | 2,395 | $1.5M |
| Cape Cod Five Cents Savings Bank | 0.13% | No change | 2,778 | $1.5M |
| V2 Financial group LLC | 0.81% | Add +0.1% | 2,388 | $1.5M |
| Anchor Capital Advisors LLC | 0.04% | Add +48.0% | 2,386 | $1.5M |
| Blue Zone Wealth Advisors, LLC | 0.29% | Add +344.4% | 2,382 | $1.5M |
| Walker Asset Management, LLC | 0.82% | Add +11.6% | 2,379 | $1.5M |
| Cottage Street Advisors LLC | 0.62% | Add +125.6% | 2,378 | $1.5M |
| Verity Asset Management, Inc. | 0.47% | Add +118.6% | 2,376 | $1.5M |
| MOKAN Wealth Management Inc. | 0.73% | Add +10.7% | 2,379 | $1.5M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.31% | No change | 2,369 | $1.5M |
| Foster Victor Wealth Advisors, LLC | 0.09% | Add +56.9% | 2,353 | $1.4M |
| Select Asset Management & Trust | 0.45% | No change | 2,363 | $1.4M |
| Chapin Davis, Inc. | 0.36% | No change | 2,363 | $1.4M |
| Wimmer Associates 1, LLC | 0.69% | Add +4.3% | 2,360 | $1.4M |
| Capstone Financial Advisors, Inc. | 0.08% | Reduce -15.2% | 2,358 | $1.4M |
| Great Diamond Partners, LLC | 0.28% | No change | 2,350 | $1.4M |
| KCM Investment Advisors LLC | 0.05% | Add +4.6% | 2,349 | $1.4M |
| Marshall Investment Management, LLC | 0.76% | Add +37.0% | 2,341 | $1.4M |
| First Foundation Advisors | 0.05% | Reduce -81.7% | 2,337 | $1.4M |
| Financial & Tax Architects, LLC | 0.32% | New | 2,331 | $1.4M |
| Anfield Capital Management, LLC | 0.42% | Reduce -0.4% | 2,323 | $1.4M |
| Cross Staff Investments Inc | 0.99% | No change | 2,320 | $1.4M |
| Forthright Family Wealth Advisory LLC | 0.87% | Reduce -3.8% | 2,304 | $1.4M |
| Peterson Wealth Advisors, LLC | 0.21% | Reduce -18.9% | 2,293 | $1.4M |
| Heritage Wealth Management, Inc. | 0.96% | Add +0.1% | 2,288 | $1.4M |
| Resources Management Corp. /CT/ | 0.18% | Add +19.3% | 2,285 | $1.4M |
| Mustard Seed Financial, LLC | 0.90% | Add +2.3% | 2,283 | $1.4M |
| Rovin Capital /Ut/ | 0.39% | Add +0.3% | 2,274 | $1.4M |
| Compass Financial Services Inc | 0.61% | Add +2.0% | 2,268 | $1.4M |
| Parcion Private Wealth LLC | 0.09% | No change | 2,266 | $1.4M |
| Peterson Wealth Services | 0.34% | Reduce -94.0% | 135 | $1.4M |
| Alkeme Wealth, LLC | 0.60% | No change | 2,263 | $1.4M |
| Rede Wealth, LLC | 1.09% | New | 2,255 | $1.4M |
| Eagle Bay Advisors LLC | 1.09% | Reduce -2.3% | 2,255 | $1.4M |
| Magnolia Private Wealth, LLC | 1.01% | Reduce -8.3% | 2,260 | $1.4M |
| Meridian Management Co. | 0.37% | No change | 2,251 | $1.4M |
| CX Institutional | 0.04% | Add +23.4% | 2,245 | $1.4M |
| McGuire Investment Group, LLC | 0.16% | No change | 2,243 | $1.4M |
| Chapman Financial Group, LLC | 0.95% | Reduce -6.4% | 2,240 | $1.4M |
| NTV Asset Management LLC | 0.15% | Add +12.3% | 2,236 | $1.4M |
| Kaizen Financial Strategies | 0.62% | Reduce -8.9% | 2,217 | $1.4M |
| Wealth Dimensions Group, Ltd. | 0.28% | Add +23.5% | 2,230 | $1.4M |
| Fairman Group, LLC | 1.09% | Add +0.6% | 2,212 | $1.4M |
| Cyndeo Wealth Partners, LLC | 0.08% | Reduce -18.5% | 2,218 | $1.4M |
| Morey & Quinn Wealth Partners, LLC | 1.00% | Add +15.4% | 2,216 | $1.4M |
| Mystic Asset Management, Inc. | 0.31% | Reduce -5.3% | 2,212 | $1.4M |
| Smallwood Wealth Investment Management, LLC | 0.70% | No change | 2,209 | $1.4M |
| Cullen Investment Group, LTD. | 0.18% | Add +0.7% | 2,195 | $1.4M |
| Rezny Wealth Management, Inc. | 0.30% | No change | 2,204 | $1.3M |
| DecisionPoint Financial, LLC | 0.31% | Reduce -1.4% | 2,195 | $1.3M |
| PVG Asset Management Corp. | 4.96% | Reduce -0.8% | 2,201 | $1.3M |
| Sheets Smith Investment Management | 0.87% | New | 2,201 | $1.3M |
| Creekside Partners | 0.59% | Add +3.4% | 2,198 | $1.3M |
| CapWealth Advisors, LLC | 0.12% | No change | 2,197 | $1.3M |
| Gill Capital Partners, LLC | 0.41% | Reduce -0.9% | 2,196 | $1.3M |
| Valley Wealth Managers, Inc. | 0.09% | Add +38.5% | 2,193 | $1.3M |
| Bernardo Wealth Planning LLC | 0.26% | Add +0.4% | 2,192 | $1.3M |
| Inscription Capital, LLC | 0.14% | Add +1.7% | 2,190 | $1.3M |
| Retirement Solution LLC | 0.32% | Reduce -0.1% | 2,189 | $1.3M |
| Partners Wealth Management, LLC | 1.32% | Reduce -15.5% | 2,188 | $1.3M |
| Fairview Capital Investment Management, LLC | 0.07% | Add +7.4% | 2,185 | $1.3M |
| Acorn Wealth Advisors, LLC | 0.42% | Add +21.5% | 2,179 | $1.3M |
| Rockingstone Advisors LLC | 0.66% | Reduce -10.3% | 2,176 | $1.3M |
| GAMMA Investing LLC | 0.07% | Add +8.2% | 2,168 | $1.3M |
| Petredis Investment Advisors LLC | 0.11% | No change | 2,166 | $1.3M |
| Oakwell Private Wealth Management, LLC | 0.27% | Add +4.0% | 2,166 | $1.3M |
| Melone Private Wealth, LLC | 0.60% | Reduce -0.7% | 2,159 | $1.3M |
| Dimension Capital Management LLC | 0.19% | Reduce -12.3% | 2,156 | $1.3M |
| Summit Global Investments | 0.08% | Reduce -73.2% | 2,155 | $1.3M |
| Fortis Group Advisors, LLC | 0.23% | Add +18.3% | 2,107 | $1.3M |
| Cutler Capital Management, LLC | 0.53% | Add +40.8% | 2,152 | $1.3M |
| Ameliora Wealth Management Ltd. | 0.44% | Add +5.9% | 2,150 | $1.3M |
| Painted Porch Advisors LLC | 0.50% | Add +141.7% | 2,149 | $1.3M |
| Cresta Advisors, Ltd. | 0.58% | Reduce -2.1% | 2,140 | $1.3M |
| OneAscent Family Office, LLC | 1.07% | Add +23.1% | 2,139 | $1.3M |
| Farmers National Bank | 0.31% | Reduce -0.5% | 2,138 | $1.3M |
| Trifecta Capital Advisors, LLC | 0.20% | Add +7.6% | 2,132 | $1.3M |
| New Hampshire Trust | 0.25% | Reduce -0.8% | 2,131 | $1.3M |
| Hershey Financial Advisers, LLC | 1.12% | Reduce -1.9% | 2,126 | $1.3M |
| Bridgewater Associates | 0.01% | New | 2,121 | $1.3M |
| Vista Investment Partners LLC | 0.36% | Add +0.2% | 2,120 | $1.3M |
| HM Payson & Co. | 0.02% | Add +6.0% | 2,116 | $1.3M |
| Snider Financial Group | 0.35% | Reduce -10.3% | 2,113 | $1.3M |
| Hill Investment Group Partners, LLC | 0.16% | Reduce -3.2% | 2,101 | $1.3M |
| Cura Wealth Advisors, LLC | 0.50% | Add +8.0% | 2,101 | $1.3M |
| Thomasville National Bank | 0.08% | No change | 2,101 | $1.3M |
| Fortune Financial Advisors, LLC | 0.97% | Add +8.6% | 2,099 | $1.3M |
| Broadleaf Partners, LLC | 0.27% | Add +9.0% | 2,098 | $1.3M |
| Prostatis Group LLC | 0.32% | Add +52.5% | 2,095 | $1.3M |
| IAG Wealth Partners, LLC | 0.15% | No change | 2,094 | $1.3M |
| MSA Advisors, LLC | 0.32% | No change | 2,093 | $1.3M |
| Sequent Planning LLC | 0.36% | Add +29.4% | 2,093 | $1.3M |
| GAMCO Investors | 0.01% | Reduce -6.1% | 2,091 | $1.3M |
| Clear Point Advisors Inc. | 0.99% | Reduce -8.5% | 2,088 | $1.3M |
| Accelerate Investment Advisors LLC | 0.87% | Reduce -44.6% | 2,087 | $1.3M |
| Colonial Trust Advisors | 0.10% | Reduce -3.4% | 2,085 | $1.3M |
| GatePass Capital, LLC | 0.75% | Add +0.9% | 2,085 | $1.3M |
| Juncture Wealth Strategies, LLC | 0.43% | Reduce -0.6% | 2,080 | $1.3M |
| AIFG Consultants Ltd. | 2.25% | Add +0.1% | 2,079 | $1.3M |
| RVW Wealth, LLC | 0.10% | Reduce -3.0% | 2,071 | $1.3M |
| FLC Capital Advisors | 0.25% | Reduce -3.5% | 2,070 | $1.3M |
| Doliver Advisors, LP | 0.33% | New | 2,059 | $1.3M |
| Wealth Management Nebraska | 0.15% | Reduce -7.0% | 2,053 | $1.3M |
| Up Strategic Wealth Investment Advisors LLC | 0.94% | No change | 2,054 | $1.3M |
| Baron Wealth Management LLC | 0.41% | Add +1.8% | 2,047 | $1.3M |
| Argonautica Private Wealth Management, Inc. | 0.37% | Add +0.9% | 2,043 | $1.3M |
| Millennium Management | 0.00% | New | 2,036 | $1.2M |
| Park Place Capital Corp | 0.26% | Reduce -1.8% | 2,032 | $1.2M |
| SFG Wealth Management, LLC. | 0.54% | Reduce -0.5% | 2,028 | $1.2M |
| Olistico Wealth, LLC | 0.66% | Add +0.1% | 2,027 | $1.2M |
| CGN Advisors LLC | 0.10% | Reduce -44.8% | 2,026 | $1.2M |
| Concord Asset Management, LLC | 0.22% | Reduce -29.1% | 2,020 | $1.2M |
| FRG Family Wealth Advisors LLC | 0.20% | Reduce -9.6% | 2,017 | $1.2M |
| Krilogy Financial LLC | 0.05% | New | 1,982 | $1.2M |
| Birch Hill Investment Advisors LLC | 0.05% | Add +0.3% | 2,013 | $1.2M |
| Jessup Wealth Management, Inc | 0.46% | Add +12.5% | 2,011 | $1.2M |
| Wulff, Hansen & Co. | 1.06% | Add +2.3% | 2,011 | $1.2M |
| Tandem Investment Partners LLC | 1.01% | Reduce -2.7% | 2,002 | $1.2M |
| Fingerlakes Wealth Management, Inc. | 0.80% | Add +0.1% | 1,993 | $1.2M |
| Allred Capital Management, LLC | 0.42% | Add +1.0% | 1,989 | $1.2M |
| VERITY Wealth Advisors | 0.77% | No change | 1,985 | $1.2M |
| Duncker Streett & Co. Inc. | 0.21% | No change | 1,984 | $1.2M |
| United Financial Planning Group LLC | 0.76% | — | 3,257 | $1.2M |
| Maple Capital Management, Inc. | 0.08% | Reduce -11.3% | 1,980 | $1.2M |
| Kanawha Capital Management LLC | 0.08% | Reduce -1.3% | 1,979 | $1.2M |
| Beacon Financial Advisory LLC | 0.28% | Add +0.1% | 1,978 | $1.2M |
| Carter Financial Group, INC. | 0.73% | Add +21.4% | 1,973 | $1.2M |
| CPA Asset Management Group, LLC | 0.46% | Add +8.6% | 1,967 | $1.2M |
| Grey Fox Wealth Advisors, LLC | 0.25% | New | 1,961 | $1.2M |
| Refined Wealth Management | 0.77% | Add +0.2% | 1,963 | $1.2M |
| Farmers Trust Co. | 0.21% | Add +29.9% | 1,961 | $1.2M |
| Beck Capital Management, LLC | 0.28% | Reduce -4.5% | 1,959 | $1.2M |
| Meridian Financial Advisors, LLC | 0.68% | Add +4.0% | 1,959 | $1.2M |
| Independent Advisor Alliance | 0.03% | Add +2.0% | 1,956 | $1.2M |
| Sensible Money, LLC | 0.41% | No change | 1,952 | $1.2M |
| Westwood Holdings Group Inc. | 0.01% | Reduce -1.1% | 1,948 | $1.2M |
| Knightsbridge Asset Management, LLC | 0.20% | Add +72.2% | 1,948 | $1.2M |
| Motive Wealth Advisors | 0.51% | No change | 1,944 | $1.2M |
| WealthBridge Capital Management, LLC | 0.28% | Add +11.6% | 1,938 | $1.2M |
| Van Hulzen Asset Management, LLC | 0.09% | Add +6.1% | 1,933 | $1.2M |
| Avenir Corp. | 0.12% | No change | 1,930 | $1.2M |
| Austin Private Wealth, LLC | 0.09% | Add +2.5% | 1,927 | $1.2M |
| Chilton Investment Co. Inc. | 0.02% | Add +1.2% | 1,926 | $1.2M |
| Sherwood Financial Partners, LLC | 1.03% | No change | 1,922 | $1.2M |
| Morling Financial Advisors, LLC | 0.39% | Reduce -0.4% | 1,914 | $1.2M |
| Vestor Capital, LLC | 0.08% | Add +353.3% | 1,913 | $1.2M |
| Riversedge Advisors, LLC | 0.20% | Add +117.3% | 1,910 | $1.2M |
| Wilkins Miller Wealth Management, LLC | 0.72% | Reduce -2.5% | 1,908 | $1.2M |
| Crown Wealth Group, LLC | 0.35% | Add +10.2% | 1,908 | $1.2M |
| Accretive Wealth Partners, LLC | 0.36% | Add +4.2% | 1,905 | $1.2M |
| New Age Alpha Advisors, LLC | 0.05% | Reduce -2.5% | 1,904 | $1.2M |
| Northeast Financial Group, Inc. | 0.29% | Add +0.1% | 1,894 | $1.2M |
| Plum Street Advisors, LLC | 0.45% | Reduce -2.8% | 1,883 | $1.2M |
| Financial Futures Ltd Liability Co. | 0.56% | Add +1.1% | 1,872 | $1.1M |
| IMPACTfolio, LLC | 0.49% | Add +0.1% | 1,870 | $1.1M |
| Perennial Advisors, LLC | 0.20% | Reduce -0.4% | 1,869 | $1.1M |
| Millstone Evans Group, LLC | 0.73% | Reduce -0.7% | 1,866 | $1.1M |
| Dupree Financial Group, LLC | 0.44% | Add +14.4% | 1,863 | $1.1M |
| Financial Counselors Inc. | 1.52% | Add +2.4% | 1,860 | $1.1M |
| Crews Bank & Trust | 0.17% | Add +2.7% | 1,855 | $1.1M |
| First Financial Bank - Trust Division | 0.10% | No change | 1,855 | $1.1M |
| Allium Financial Advisors, LLC | 0.94% | Reduce -15.0% | 1,850 | $1.1M |
| Fielder Capital Group LLC | 0.26% | Add +1.0% | 1,848 | $1.1M |
| Lynx Investment Advisory | 0.68% | Reduce -5.2% | 1,847 | $1.1M |
| Opes Wealth Management LLC | 0.20% | No change | 1,843 | $1.1M |
| Coston, McIsaac & Partners | 0.27% | Add +11.9% | 1,839 | $1.1M |
| Virtue Asset Management LLC | 0.95% | — | 1,838 | $1.1M |
| Retirement Planning Co of New England, Inc. | 0.45% | Reduce -0.2% | 1,838 | $1.1M |
| Bank of Hawaii | 0.06% | Add +236.9% | 1,836 | $1.1M |
| Smart Money Group LLC | 0.33% | Reduce -12.5% | 1,835 | $1.1M |
| New Millennium Group LLC | 0.51% | Add +3.3% | 1,834 | $1.1M |
| 49 Wealth Management, LLC | 0.11% | Reduce -5.7% | 1,830 | $1.1M |
| SMI Advisory Services, LLC | 0.21% | Reduce -3.0% | 1,821 | $1.1M |
| Brand Asset Management Group, Inc. | 0.31% | Reduce -8.5% | 1,827 | $1.1M |
| One Charles Private Wealth Services, LLC | 0.29% | Add +15.9% | 1,825 | $1.1M |
| Warther Private Wealth, LLC | 0.26% | Reduce -11.9% | 1,818 | $1.1M |
| Regatta Capital Group, LLC | 0.18% | Add +3.4% | 1,816 | $1.1M |
| Capstone Wealth Management Group, LLC | 0.47% | No change | 1,814 | $1.1M |
| Creekmur Asset Management LLC | 0.18% | Reduce -18.5% | 1,814 | $1.1M |
| Spectrum Wealth Advisory Group, LLC | 0.46% | Reduce -0.5% | 1,806 | $1.1M |
| WealthPLAN Partners, LLC | 0.17% | Reduce -2.8% | 1,805 | $1.1M |
| Lee Financial Co | 0.14% | Add +5.9% | 1,801 | $1.1M |
| Beacon Wealthcare LLC | 0.39% | Reduce -4.9% | 1,799 | $1.1M |
| Peoples Financial Services Corp. | 0.50% | Reduce -0.1% | 1,797 | $1.1M |
| Burns J W & Co. Inc. | 0.12% | Add +0.3% | 1,795 | $1.1M |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.11% | No change | 1,791 | $1.1M |
| Mogy Joel R Investment Counsel Inc. | 0.06% | No change | 1,790 | $1.1M |
| CPC Advisors, LLC | 0.12% | Reduce -80.1% | 1,788 | $1.1M |
| Power Wealth Management LLC | 0.40% | Reduce -0.3% | 1,781 | $1.1M |
| Tidemark, LLC | 0.32% | No change | 1,781 | $1.1M |
| Rinkey Investments | 0.29% | Add +16.6% | 1,780 | $1.1M |
| Presilium Private Wealth, LLC | 0.21% | Reduce -6.3% | 1,777 | $1.1M |
| Congress Asset Management Co. | 0.01% | Add +3.8% | 1,776 | $1.1M |
| Atticus Wealth Management, LLC | 0.27% | Add +2.3% | 1,768 | $1.1M |
| Plotkin Financial Advisors, LLC | 0.53% | Reduce -7.5% | 1,759 | $1.1M |
| Family Manage LLC | 0.15% | Reduce -32.2% | 1,757 | $1.1M |
| Towercrest Capital Management | 0.17% | Add +84.4% | 1,752 | $1.1M |
| Accredited Investor Services, LLC | 0.74% | Reduce -4.3% | 1,751 | $1.1M |
| Barrett & Company, Inc. | 0.37% | No change | 1,748 | $1.1M |
| Grey Ledge Advisors, LLC | 0.24% | Add +2.5% | 1,747 | $1.1M |
| Dudley Capital Management, LLC | 0.48% | Add +3.0% | 1,746 | $1.1M |
| Kennedy Investment Group, Inc. | 0.43% | Add +18.6% | 1,746 | $1.1M |
| Graves Light Lenhart Wealth, Inc. | 0.12% | Add +0.5% | 1,744 | $1.1M |
| Sierra Ocean, LLC | 0.90% | Reduce -24.2% | 1,743 | $1.1M |
| Sage Investment Counsel LLC | 1.18% | Reduce -0.5% | 1,736 | $1.1M |
| Austin Wealth Management, LLC | 0.17% | Reduce -0.5% | 1,730 | $1.1M |
| Brookwood Investment Group LLC | 0.14% | Add +12.5% | 1,733 | $1.1M |
| CLG LLC | 0.29% | Add +3.2% | 1,723 | $1.1M |
| Gryphon Financial Partners LLC | 0.12% | Add +2.4% | 1,721 | $1.1M |
| B&D White Capital Company, LLC | 0.13% | New | 1,719 | $1.1M |
| Midwest Capital Advisors, LLC | 0.51% | Add +3.1% | 1,718 | $1.1M |
| Icon Wealth Advisors, LLC | 0.07% | Add +0.1% | 1,706 | $1.0M |
| Johnson Financial Group, LLC | 0.10% | Reduce -77.5% | 1,706 | $1.0M |
| LCNB Corp. | 0.36% | Add +2.0% | 1,703 | $1.0M |
| Bedell Frazier Investment Counselling, LLC | 0.21% | Reduce -6.0% | 1,702 | $1.0M |
| Cooper Financial Group | 0.11% | Reduce -54.9% | 1,696 | $1.0M |
| Howe & Rusling Inc. | 0.07% | Add +7.8% | 1,692 | $1.0M |
| Goelzer Investment Management, Inc. | 0.05% | Reduce -15.0% | 1,684 | $1.0M |
| Empirical Finance, LLC | 0.05% | Add +0.3% | 1,684 | $1.0M |
| Summit Asset Management, LLC | 0.16% | No change | 1,683 | $1.0M |
| Northern Capital Management, Inc. | 0.56% | Add +1.5% | 1,679 | $1.0M |
| Blue Chip Partners, LLC | 0.08% | Reduce -22.5% | 1,679 | $1.0M |
| RAM Investment Partners, LLC | 0.19% | Reduce -3.7% | 1,673 | $1.0M |
| SwitchPoint Financial Planning, LLC | 0.74% | Reduce -0.8% | 1,671 | $1.0M |
| Carrera Capital Advisors | 0.18% | Add +3.1% | 1,662 | $1.0M |
| Signet Financial Management, LLC | 0.12% | Reduce -4.4% | 1,665 | $1.0M |
| Saranac Partners Ltd | 0.21% | New | 1,669 | $1.0M |
| Shaker Investments LLC | 0.41% | Add +0.2% | 1,663 | $1.0M |
| Mission Creek Capital Partners, Inc. | 0.20% | Reduce -4.3% | 1,661 | $1.0M |
| Silicon Valley Capital Partners | 0.10% | Reduce -26.5% | 1,661 | $1.0M |
| FC Advisory LLC | 0.30% | Add +7.9% | 1,659 | $1.0M |
| ORBA Wealth Advisors, L.L.C. | 0.83% | Add +0.1% | 1,656 | $1.0M |
| LMG Wealth Partners, LLC | 0.19% | Add +13.8% | 1,653 | $1.0M |
| Financial Freedom, LLC | 0.50% | Reduce -5.2% | 1,651 | $1.0M |
| Total Clarity Wealth Management, Inc. | 0.27% | Reduce -0.3% | 1,650 | $1.0M |
| Elite Financial, Inc. | 0.46% | Reduce -31.2% | 1,613 | $1.0M |
| Bay Rivers Group | 0.43% | Add +67.1% | 1,649 | $1.0M |
| DHJJ Financial Advisors, Ltd. | 0.34% | Add +5.5% | 1,645 | $1.0M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.21% | Add +9.9% | 1,640 | $1.0M |
| Provident Investment Management, Inc. | 0.09% | New | 1,640 | $1.0M |
| Wealth Alliance, LLC | 0.10% | Add +2.6% | 1,640 | $1.0M |
| Wealth Management Strategies, Inc. | 0.50% | Add +0.3% | 1,637 | $1.0M |
| City National Bank of Florida | 0.66% | Reduce -11.8% | 1,635 | $1.0M |
| Williams & Novak, LLC | 0.77% | Reduce -0.4% | 1,632 | $999K |
| Stanich Group LLC | 0.61% | Reduce -0.2% | 1,632 | $999K |
| Fairvoy Private Wealth, LLC | 0.23% | Reduce -1.5% | 1,626 | $996K |
| First Nebraska Trust Co | 0.09% | No change | 1,624 | $995K |
| Coastwise Capital Group, LLC | 0.70% | Add +26.2% | 1,623 | $994K |
| Pathway Financial Advisors LLC | 0.13% | No change | 1,618 | $991K |
| Financial Connections Group, Inc. | 0.39% | Reduce -0.6% | 1,618 | $990K |
| Richard P Slaughter Associates Inc | 0.21% | No change | 1,613 | $988K |
| Twin City Private Wealth, LLC | 0.77% | Reduce -8.3% | 1,608 | $987K |
| TCFG Wealth Management, LLC | 0.39% | Reduce -1.8% | 1,611 | $986K |
| Brogan Financial, Inc. | 0.42% | Reduce -0.3% | 1,606 | $984K |
| Main Street Group, LTD | 0.31% | Add +7.3% | 1,595 | $977K |
| Azimuth Capital Investment Management LLC | 0.04% | Reduce -1.2% | 1,592 | $975K |
| RPS Advisory Solutions LLC | 0.48% | Reduce -17.5% | 1,587 | $972K |
| FreeGulliver LLC | 0.43% | Add +0.3% | 1,583 | $969K |
| TKG Advisors, LLC | 0.42% | Add +0.2% | 1,582 | $969K |
| Grandview Asset Management LLC | 0.27% | Add +2.8% | 1,580 | $968K |
| Kingdom Financial Group LLC. | 0.59% | Add +20.9% | 1,580 | $967K |
| SageOak Financial, LLC | 0.71% | Add +27.3% | 1,576 | $965K |
| Flywheel Private Wealth LLC | 0.75% | Add +0.1% | 1,567 | $960K |
| Chesapeake Wealth Management | 0.29% | Reduce -9.0% | 1,565 | $958K |
| Matauro, LLC | 0.15% | Reduce -4.0% | 1,565 | $958K |
| Woodley Farra Manion Portfolio Management Inc. | 0.05% | No change | 1,560 | $958K |
| Stonebrook Private Inc. | 0.21% | Add +30.4% | 1,560 | $955K |
| Vestment Financial LLC | 0.54% | No change | 1,551 | $955K |
| Costello Asset Management, INC | 0.32% | Add +898.1% | 1,557 | $954K |
| Colonial Trust Co / SC | 0.13% | Reduce -2.6% | 1,556 | $953K |
| American National Bank of Texas | 0.90% | — | 1,553 | $951K |
| McRae Capital Management Inc. | 0.19% | Reduce -9.8% | 1,553 | $951K |
| Alliance Wealth Management Group | 0.21% | Add +106.9% | 1,552 | $950K |
| Legacy Wealth Management, LLC / MS | 0.29% | Reduce -5.5% | 1,550 | $949K |
| Washington Capital Management, Inc. | 0.68% | Reduce -3.2% | 1,542 | $944K |
| Carmel Capital Partners, LLC | 0.40% | Reduce -10.2% | 1,541 | $943K |
| Palacios Wealth Management, LLC | 0.62% | Add +33.6% | 1,536 | $940K |
| First Wilshire Securities Management Inc. | 0.25% | No change | 1,533 | $939K |
| Total Investment Management Inc. | 0.12% | Reduce -34.3% | 1,532 | $938K |
| Millennium Capital Advisors, LLC | 0.56% | New | 1,521 | $931K |
| Strategic Financial Concepts, LLC | 0.13% | Reduce -19.2% | 1,491 | $928K |
| Arcadia Investment Advisors LLC | 0.45% | Reduce -3.8% | 1,509 | $924K |
| Financial Management Network Inc. | 0.15% | Add +1.5% | 1,492 | $921K |
| Jackson Square Capital, LLC | 0.20% | Reduce -3.0% | 1,504 | $921K |
| Arbor Wealth Advisors LLC | 0.68% | No change | 1,496 | $916K |
| Hall Capital Management Co. Inc. | 0.36% | No change | 1,496 | $916K |
| Forum Private Client Group LLC | 0.33% | Reduce -0.7% | 1,496 | $916K |
| Elite Wealth Management, Inc. | 0.24% | New | 5,713 | $913K |
| Arcus Capital Partners, LLC | 0.40% | Reduce -7.8% | 1,489 | $912K |
| GPS Wealth Strategies Group, LLC | 0.10% | Add +30.5% | 1,486 | $910K |
| Mosaic Family Wealth Partners, LLC | 0.11% | Reduce -75.8% | 1,483 | $905K |
| Lam Group, Inc. | 0.56% | No change | 1,475 | $903K |
| Wallace Capital Management Inc. | 0.11% | Reduce -12.0% | 1,471 | $901K |
| Maryland Capital Advisors Inc. | 0.32% | No change | 1,466 | $898K |
| Able Wealth Management LLC | 0.34% | Reduce -2.9% | 1,465 | $897K |
| Cumberland Partners Ltd | 0.06% | No change | 1,463 | $896K |
| Covington Investment Advisors Inc. | 0.12% | Reduce -1.7% | 1,460 | $894K |
| Chiron Capital Management, LLC | 0.77% | Add +0.1% | 1,460 | $894K |
| Tull Financial Group, Inc. | 0.39% | Add +3.3% | 1,457 | $892K |
| Holderness Investments Co. | 0.18% | Add +0.8% | 1,455 | $891K |
| Joseph P. Lucia & Associates, LLC | 0.34% | Add +36.5% | 1,455 | $891K |
| Prudent Man Advisors, LLC | 0.33% | No change | 1,455 | $891K |
| Pavion Blue Capital, LLC | 0.38% | No change | 1,451 | $889K |
| Addison Advisors LLC | 0.21% | Reduce -0.1% | 1,446 | $886K |
| Alpha Zero LLC | 0.51% | Add +0.1% | 1,444 | $884K |
| Financial Insights, Inc. | 0.29% | Add +8.8% | 1,444 | $884K |
| McLean Asset Management Corp | 0.18% | Add +0.1% | 1,430 | $883K |
| Wealth Forward, LLC | 0.51% | No change | 1,437 | $880K |
| Financial Advisory Partners, LLC | 0.26% | Add +160.6% | 1,436 | $879K |
| Fulton Breakefield Broenniman LLC | 0.06% | Add +1.4% | 1,435 | $879K |
| Advisory Resource Group | 0.16% | Reduce -0.2% | 1,435 | $879K |
| Berkeley Capital Partners, LLC | 0.21% | Add +11.8% | 1,432 | $877K |
| Abundance Wealth Counselors | 0.15% | No change | 1,430 | $876K |
| Astoria Strategic Wealth, Inc. | 0.22% | Reduce -0.2% | 1,428 | $874K |
| Brandywine Oak Private Wealth LLC | 0.08% | No change | 1,421 | $870K |
| Stage Harbor Financial, LLC | 0.64% | Add +171.5% | 1,420 | $870K |
| LifeGoal Investments, LLC | 0.72% | Reduce -11.0% | 1,419 | $869K |
| Stenger Family Office, LLC | 0.18% | Add +1.9% | 1,378 | $868K |
| Cornell Pochily Investment Advisors, Inc. | 0.26% | Add +2.6% | 1,416 | $867K |
| Cornerstone Planning Group LLC | 0.14% | Add +629.1% | 10,988 | $867K |
| Watchman Group, Inc. | 0.21% | No change | 1,415 | $867K |
| Revisor Wealth Management LLC | 0.30% | Reduce -15.9% | 1,403 | $866K |
| Vontobel Holding Ltd. | 0.00% | Reduce -28.9% | 1,414 | $866K |
| Ulland Investment Advisors, LLC | 0.66% | Add +23.4% | 1,413 | $865K |
| Stokes Capital Advisors, LLC | 0.20% | No change | 1,411 | $864K |
| Interactive Financial Advisors, Inc. | 0.47% | Reduce -7.7% | 1,408 | $863K |
| Pinkerton Wealth, LLC | 0.09% | Reduce -21.7% | 1,406 | $861K |
| Griffin Asset Management, Inc. | 0.10% | Add +3.6% | 1,405 | $860K |
| Shira Ridge Wealth Management | 0.36% | Add +0.3% | 1,401 | $858K |
| Porter White Investment Advisors, Inc. | 0.37% | Reduce -0.1% | 1,399 | $857K |
| Sachetta, LLC | 0.32% | Reduce -9.8% | 1,398 | $857K |
| Cerro Pacific Wealth Advisors LLC | 0.23% | Add +1.3% | 1,398 | $856K |
| Evolution Wealth Management Inc. | 0.88% | Add +86.5% | 1,393 | $853K |
| Berkshire Asset Management LLC | 0.04% | No change | 1,391 | $852K |
| Holos Integrated Wealth LLC | 0.50% | No change | 1,416 | $850K |
| Shepherd Kaplan Krochuk, LLC | 0.70% | Add +173.0% | 1,387 | $849K |
| Focused Wealth Management, Inc | 0.09% | Add +10.3% | 1,387 | $849K |
| Lakewood Asset Management LLC | 0.51% | No change | 1,386 | $849K |
| Collaborative Wealth Managment Inc. | 0.34% | No change | 1,384 | $847K |
| Retirement Planning Group, LLC / NY | 0.63% | Add +19.3% | 1,377 | $846K |
| Formidable Asset Management, LLC | 0.13% | Add +15.7% | 1,486 | $844K |
| Wealth Management Associates, Inc. | 0.30% | Add +21.6% | 1,377 | $843K |
| Avalon Advisory Group | 0.34% | Add +0.3% | 1,376 | $843K |
| Signature Wealth Management Group | 0.33% | Add +5.7% | 1,374 | $841K |
| Oak Wealth Advisors LLC | 0.49% | Add +4.7% | 1,374 | $841K |
| Cadent Capital Advisors, LLC | 0.22% | Add +46.0% | 1,372 | $840K |
| Dearborn Partners LLC | 0.04% | Add +0.1% | 1,372 | $840K |
| Bulltick Wealth Management, LLC | 0.20% | Reduce -49.6% | 1,364 | $838K |
| Ironwood Financial, llc | 0.15% | Add +8.1% | 1,368 | $838K |
| Appleton Partners Inc. | 0.06% | Add +4.7% | 1,368 | $837K |
| Yoffe Investment Management, LLC | 1.09% | No change | 1,366 | $837K |
| OLIO Financial Planning | 0.25% | Add +0.7% | 1,366 | $837K |
| ArborFi Advisors, LLC | 0.68% | Add +0.8% | 1,366 | $837K |
| Broadview Financial Management, LLC | 0.56% | Add +0.3% | 1,366 | $836K |
| Gould Asset Management LLC | 0.16% | No change | 1,364 | $835K |
| Consilium Wealth Advisory, LLC | 0.32% | No change | 1,363 | $835K |
| Endeavor Private Wealth, Inc. | 0.26% | New | 1,357 | $834K |
| GFS Advisors, LLC | 0.11% | No change | 1,360 | $833K |
| Moody LYNN Lieberson & Walker, LLC | 0.04% | Reduce -5.2% | 1,358 | $832K |
| GK Wealth Management LLC | 0.62% | Add +278.5% | 1,355 | $830K |
| Beacon Financial Group | 0.08% | New | 1,351 | $827K |
| AMJ Financial Wealth Management | 0.20% | Reduce -19.0% | 1,345 | $824K |
| Mach-1 Financial Group, LLC | 0.13% | Add +12.4% | 1,344 | $823K |
| Integrity Advisory Solutions, LLC | 0.13% | — | 1,344 | $823K |
| First Bancorp, Inc | 0.44% | Add +10.9% | 1,344 | $823K |
| Investmark Advisory Group LLC | 0.36% | Add +0.3% | 1,340 | $821K |
| Blackhawk Capital Partners, LLC | 0.32% | Add +1.7% | 1,340 | $820K |
| Aquire Wealth Advisors, LLC | 0.20% | Reduce -0.5% | 1,339 | $820K |
| Northwest Capital Management Inc | 0.86% | Reduce -1.7% | 1,338 | $819K |
| Rothschild Capital Partners, LLC | 0.19% | Reduce -1.6% | 1,337 | $819K |
| Fiscal Wisdom Wealth Management, LLC | 0.77% | — | 1,321 | $811K |
| Marquette Asset Management, LLC | 0.12% | New | 1,322 | $809K |
| Financial Advisory Corp | 0.12% | Reduce -28.1% | 1,321 | $809K |
| Amara Financial, Llc. | 0.59% | No change | 1,319 | $808K |
| Graney & King, LLC | 0.56% | Reduce -8.0% | 1,315 | $805K |
| Reyes Financial Architecture, Inc. | 0.55% | No change | 1,314 | $805K |
| Guerra Advisors Inc | 0.30% | Reduce -3.5% | 1,311 | $803K |
| eCIO, Inc. | 0.30% | Reduce -8.9% | 1,308 | $801K |
| Silver Coast Investments LLC | 0.27% | Add +4.2% | 1,300 | $796K |
| Howard Capital Management Group, LLC | 0.05% | No change | 1,297 | $794K |
| Galvin, Gaustad & Stein, LLC | 0.07% | Reduce -2.8% | 1,296 | $794K |
| Financial Advocates Investment Management | 0.45% | Reduce -75.5% | 1,296 | $794K |
| Pegasus Asset Management, Inc. | 0.25% | Add +65.9% | 1,296 | $794K |
| DiNuzzo Private Wealth, Inc. | 0.09% | No change | 1,335 | $792K |
| Cahaba Wealth Management, Inc. | 0.06% | Add +10.7% | 1,291 | $791K |
| Nemes Rush Group LLC | 0.08% | Add +2.1% | 1,291 | $790K |
| American Money Management, LLC | 0.13% | Reduce -4.6% | 1,289 | $790K |
| Lakeridge Wealth Management LLC | 0.35% | Add +3.9% | 1,286 | $788K |
| Emprise Bank | 0.34% | No change | 1,286 | $788K |
| Squire Investment Management Company, LLC | 0.26% | New | 1,286 | $787K |
| Compass Planning Associates Inc | 0.72% | Add +62.4% | 1,281 | $785K |
| Bluespring Wealth Management, LLC | 0.07% | Reduce -5.8% | 1,277 | $784K |
| Weatherly Asset Management L. P. | 0.06% | No change | 1,277 | $783K |
| Firestone Capital Management | 0.17% | Add +0.2% | 1,278 | $783K |
| Beckerman Institutional, LLC | 0.46% | Add +0.2% | 1,277 | $782K |
| Family Capital Management, Inc. | 0.37% | Add +8.2% | 1,276 | $781K |
| Hartford Financial Management Inc. | 0.21% | Add +23.2% | 1,274 | $780K |
| Tillman Hartley LLC | 0.20% | Reduce -54.9% | 1,273 | $780K |
| Central Bank & Trust Co. | 0.12% | Add +1.4% | 1,271 | $778K |
| Symphony Financial Services, Inc. | 0.42% | Add +130.0% | 1,265 | $775K |
| Legacy Bridge, LLC | 0.32% | Add +4.1% | 1,264 | $774K |
| Cranbrook Wealth Management, LLC | 0.16% | Reduce -2.4% | 1,264 | $774K |
| Ackerman Asset Management, LLC | 0.55% | No change | 1,264 | $774K |
| Valley National Advisers Inc. | 0.12% | Add +0.1% | 1,264 | $773K |
| Ranch Capital Advisors Inc. | 0.30% | New | 1,256 | $771K |
| Penney Financial, LLC | 0.34% | Add +36.2% | 1,257 | $770K |
| Santori & Peters, Inc. | 0.27% | Add +14.9% | 1,256 | $769K |
| Midwest Financial Group LLC | 0.37% | Add +0.2% | 1,254 | $768K |
| First National Bank of Mount Dora, Trust Investment Services | 0.17% | No change | 1,252 | $767K |
| Trivant Custom Portfolio Group, LLC | 0.39% | Add +0.2% | 1,250 | $765K |
| Old Second National Bank of Aurora | 0.16% | No change | 1,250 | $765K |
| Spectrum Planning & Advisory Services Inc. | 0.43% | Add +7.1% | 1,248 | $764K |
| Fortitude Advisory Group L.L.C. | 0.41% | Add +9.4% | 1,247 | $763K |
| Palisades Hudson Asset Management, L.P. | 0.28% | Reduce -5.6% | 1,245 | $762K |
| Momentum Wealth Planning, LLC | 0.60% | Reduce -20.5% | 1,239 | $761K |
| Foster & Motley Inc. | 0.04% | Reduce -3.1% | 1,236 | $757K |
| Mascagni Wealth Management, Inc. | 0.58% | Add +0.8% | 1,226 | $751K |
| Institute for Wealth Management, LLC. | 0.08% | Add +1.2% | 1,223 | $749K |
| Whitegate Investment Counselors, Inc. | 0.25% | Reduce -1.5% | 1,219 | $746K |
| Tarbox Family Office, Inc. | 0.11% | No change | 1,215 | $744K |
| SlateStone Wealth, LLC | 0.06% | Reduce -42.7% | 1,214 | $743K |
| Paragon Financial Partners, Inc. | 0.47% | Add +0.3% | 1,209 | $740K |
| Concorde Asset Management, LLC | 0.31% | — | 1,202 | $739K |
| Mills Wealth Advisors LLC | 0.30% | Reduce -0.8% | 1,204 | $737K |
| North Point Portfolio Managers Corp. | 0.12% | No change | 1,203 | $737K |
| Susquehanna International Group, LLP | 0.00% | Reduce -97.7% | 1,203 | $737K |
| Impact Capital Partners LLC | 0.22% | No change | 1,202 | $736K |
| Ironvine Capital Partners, LLC | 0.07% | No change | 1,202 | $736K |
| Texas Bank & Trust Co | 0.28% | Reduce -13.0% | 1,200 | $735K |
| PCG Wealth Advisors, LLC | 0.21% | Reduce -0.6% | 1,194 | $731K |
| Perissos Private Wealth Management, LLC | 0.53% | Reduce -7.3% | 1,190 | $729K |
| Upper Left Wealth Management, LLC | 0.46% | Reduce -0.8% | 1,188 | $728K |
| Octavia Wealth Advisors, LLC | 0.07% | Add +31.9% | 1,183 | $726K |
| Hoge Financial Services, LLC | 0.42% | Add +0.3% | 1,184 | $725K |
| Strategy Asset Managers LLC | 0.13% | Add +0.1% | 1,180 | $723K |
| Leigh Baldwin & Co., LLC | 0.41% | No change | 1,180 | $723K |
| Mountain Capital Investment Advisors Inc. | 0.13% | Add +6.3% | 1,176 | $723K |
| Pathway Financial Advisers, LLC | 0.21% | Add +4.3% | 1,196 | $721K |
| Indie Asset Partners, LLC | 0.96% | Reduce -0.2% | 1,176 | $720K |
| Financial Advisors, LLC | 0.13% | Add +1.4% | 1,175 | $719K |
| Hopwood Financial Services, Inc. | 0.48% | Reduce -13.8% | 1,171 | $717K |
| Pacific Point Advisors, LLC | 0.42% | Add +77.6% | 1,165 | $713K |
| TCTC Holdings, LLC | 0.02% | No change | 1,163 | $712K |
| Regent Peak Wealth Advisors LLC | 0.14% | — | 1,162 | $712K |
| Summit Wealth Partners, LLC | 0.13% | Reduce -1.8% | 1,160 | $711K |
| Private Wealth Asset Management, LLC | 0.08% | Add +0.7% | 1,160 | $710K |
| JNBA Financial Advisors | 0.06% | No change | 1,155 | $707K |
| Pinnacle Wealth Planning Services, Inc. | 0.08% | Add +20.9% | 1,155 | $707K |
| Voya Investment Management LLC | 0.00% | No change | 1,154 | $707K |
| Darden Wealth Group Inc | 0.37% | Reduce -14.7% | 1,153 | $706K |
| KERR FINANCIAL PLANNING Corp | 0.99% | — | 1,139 | $704K |
| Essex LLC | 0.13% | Reduce -17.6% | 1,150 | $704K |
| Hickory Point Bank & Trust | 0.53% | Add +0.9% | 1,148 | $703K |
| Manske Wealth Management | 0.22% | Add +0.2% | 1,146 | $702K |
| Aerodigm Wealth, LLC | 0.30% | Reduce -14.3% | 1,142 | $702K |
| Citrine Capital LLC | 0.33% | Reduce -0.3% | 1,146 | $702K |
| GDS Wealth Management | 0.05% | Add +5.6% | 1,146 | $702K |
| NFSG Corp | 0.10% | Add +17.3% | 1,142 | $699K |
| Sprinkle Financial Consultants LLC | 0.39% | Add +0.3% | 1,142 | $699K |
| Armor Investment Advisors, LLC | 0.22% | Add +0.7% | 1,139 | $698K |
| Oak Hill Wealth Advisors, LLC | 0.13% | Add +13.1% | 1,139 | $697K |
| SPC Financial, Inc. | 0.05% | Add +11.7% | 1,139 | $697K |
| Altman Advisors, Inc. | 0.27% | No change | 1,134 | $694K |
| Matisse Capital | 0.31% | Reduce -4.4% | 1,131 | $693K |
| Trustco Bank Corp. N Y | 0.62% | New | 1,131 | $693K |
| Urban Financial Advisory Corp | 0.32% | Reduce -1.4% | 1,131 | $692K |
| City Center Advisors, LLC | 0.67% | Add +56.5% | 1,130 | $692K |
| Whalen Wealth Management Inc. | 0.40% | Reduce -19.3% | 1,130 | $692K |
| Guided Capital Wealth Management, LLC | 0.59% | No change | 1,124 | $688K |
| Inspire Advisors, LLC | 0.07% | Reduce -11.8% | 1,121 | $686K |
| Intelligence Driven Advisers, LLC | 0.10% | Reduce -1.7% | 1,121 | $686K |
| Tower View Wealth Management LLC | 0.36% | Reduce -0.2% | 1,121 | $686K |
| Sanders Morris Harris LLC | 0.09% | New | 1,120 | $686K |
| Cornerstone Advisory, LLC | 0.07% | Add +102.4% | 1,117 | $684K |
| Allegheny Financial Group | 0.13% | Add +2.6% | 1,116 | $684K |
| Vantage Point Financial LLC | 0.26% | Add +3.0% | 1,116 | $684K |
| Trust Co | 0.07% | No change | 1,116 | $684K |
| Penn Davis McFarland Inc. | 0.07% | Reduce -20.9% | 1,116 | $683K |
| Mma Asset Management LLC | 0.23% | Add +14.2% | 1,115 | $683K |
| Insight Wealth Strategies, LLC | 0.08% | Add +3.0% | 1,109 | $679K |
| Heartwood Wealth Advisors LLC | 0.06% | Add +15.9% | 1,109 | $679K |
| AllGen Financial Advisors, Inc. | 0.17% | No change | 1,108 | $679K |
| NRI Wealth Management LC | 0.36% | Reduce -4.7% | 1,106 | $677K |
| Mengis Capital Management, Inc. | 0.13% | New | 1,103 | $676K |
| Elk River Wealth Management LLC | 0.11% | No change | 1,099 | $675K |
| Campion Asset Management | 0.48% | Reduce -13.6% | 1,100 | $674K |
| Bearing Point Capital, LLC | 0.12% | No change | 1,100 | $674K |
| American Capital Advisory, LLC | 0.31% | Add +30.2% | 1,100 | $673K |
| B & T Capital Management DBA Alpha Capital Management | 0.11% | Add +5.9% | 1,099 | $673K |
| Shakespeare Wealth Management, LLC | 0.15% | Reduce -12.0% | 1,097 | $672K |
| TOWER TRUST & INVESTMENT Co | 0.45% | Add +8.4% | 1,096 | $671K |
| Frazier Financial Advisors, LLC | 0.41% | Reduce -2.9% | 1,092 | $668K |
| Haven Private, LLC | 0.30% | No change | 1,091 | $668K |
| Orion Capital Management LLC | 0.23% | Add +21.6% | 1,087 | $666K |
| Almanack Investment Partners, LLC. | 0.10% | Reduce -30.6% | 1,086 | $665K |
| 626 Financial, LLC | 0.29% | Add +0.2% | 1,085 | $664K |
| Dominguez Wealth Management Solutions, Inc. | 0.42% | Add +0.1% | 1,082 | $663K |
| Triumph Capital Management | 0.18% | Reduce -16.2% | 1,082 | $663K |
| Carson Advisory Inc. | 0.36% | Add +3.7% | 1,082 | $662K |
| First Citizens Financial Corp | 0.33% | No change | 1,080 | $661K |
| Pine Harbor Wealth Management, LLC | 0.21% | Reduce -33.0% | 1,077 | $660K |
| Monarch Capital Management Inc. | 0.16% | New | 1,073 | $659K |
| Signature Resources Capital Management, LLC | 0.36% | Reduce -2.0% | 1,075 | $658K |
| Harbor Group, Inc. | 0.10% | Add +0.3% | 1,075 | $658K |
| Noesis Capital Mangement Corp. | 0.10% | Add +0.9% | 1,070 | $655K |
| Wealthcare Capital Management LLC | 0.07% | Reduce -1.1% | 1,069 | $655K |
| Goodman Financial Corp | 0.13% | Add +26.3% | 1,065 | $652K |
| Legacy Wealth Asset Management, LLC | 0.16% | No change | 1,063 | $651K |
| Brown Wealth Management, LLC | 0.18% | Add +9.8% | 1,062 | $650K |
| Plan A Wealth LLC | 0.33% | Add +3.8% | 1,061 | $650K |
| Lodestone Wealth Management LLC | 0.29% | Add +0.3% | 1,060 | $649K |
| Main Management LLC | 0.05% | No change | 1,059 | $649K |
| Payne Capital Management, LLC | 0.21% | Add +6.9% | 1,059 | $648K |
| Main Street Research LLC | 0.04% | Add +78.8% | 1,057 | $647K |
| Beacon Financial Planning, Inc. | 0.33% | Reduce -5.0% | 1,056 | $646K |
| DRW Securities, LLC | 0.03% | New | 1,052 | $645K |
| Kropog Financial Group, LLC | 0.53% | Add +2.8% | 1,052 | $645K |
| Essential Planning, LLC. | 0.22% | Add +0.1% | 1,052 | $644K |
| White Pine Capital LLC | 0.18% | No change | 1,050 | $643K |
| Bar Harbor Wealth Management | 0.04% | No change | 1,050 | $643K |
| Luts & Greenleigh Group, Inc. | 0.58% | No change | 1,049 | $642K |
| Legacy Trust | 0.13% | New | 1,047 | $641K |
| First Community Trust NA | 0.50% | Reduce -4.0% | 1,046 | $641K |
| Ames National Corp. | 0.38% | Reduce -66.2% | 1,045 | $640K |
| Missouri Trust & Investment Co | 0.19% | Add +2.4% | 1,044 | $639K |
| Integris Wealth Management, LLC | 0.16% | Add +31.7% | 1,042 | $638K |
| Whelan Financial | 0.20% | Reduce -16.1% | 1,041 | $638K |
| Ledyard National Bank | 0.06% | Reduce -17.7% | 1,040 | $637K |
| Teachers Insurance & Annuity Association of America | 0.76% | No change | 1,039 | $636K |
| USAdvisors Wealth Management, LLC | 0.22% | Add +2.4% | 1,038 | $636K |
| Tevis Investment Management | 0.38% | Reduce -2.1% | 1,033 | $634K |
| Catalyst Financial Partners LLC | 0.08% | Add +0.3% | 1,035 | $634K |
| Sherrill & Hutchins Financial Advisory, Inc | 0.46% | No change | 1,033 | $632K |
| Cary Street Partners Investment Advisory LLC | 0.26% | Add +212.7% | 1,032 | $632K |
| Mountain Pacific Investment Advisers LLC | 0.10% | No change | 1,030 | $631K |
| Centerpoint Advisory Group | 0.49% | Add +0.1% | 1,030 | $631K |
| Lountzis Asset Management, LLC | 0.21% | Add +1.6% | 1,026 | $630K |
| Halbert Hargrove Global Advisors, LLC | 0.03% | Add +17.8% | 1,028 | $630K |
| Sterling Investment Advisors, Ltd. | 0.12% | No change | 1,028 | $630K |
| Stonehearth Capital Management, LLC | 0.24% | New | 1,027 | $629K |
| Clark Wealth Partners | 0.38% | Reduce -10.1% | 999 | $627K |
| Aviso Wealth Management | 0.27% | Add +42.9% | 1,022 | $626K |
| Navalign, LLC | 0.16% | Add +0.5% | 1,020 | $625K |
| McHugh Group, LLC | 0.38% | Add +4.8% | 1,017 | $623K |
| Stone Summit Wealth LLC | 0.18% | Reduce -0.8% | 1,015 | $622K |
| Lockerman Financial Group, Inc. | 0.78% | Add +1.1% | 1,014 | $621K |
| Private Capital Management, LLC | 0.06% | Add +20.4% | 1,007 | $617K |
| Mattern Wealth Management LLC | 0.12% | Reduce -2.1% | 1,005 | $616K |
| STAR Financial Bank | 0.36% | Reduce -14.7% | 1,002 | $614K |
| MidAtlantic Capital Management, Inc. | 0.42% | No change | 999 | $612K |
| Howard Financial Services, LTD. | 0.07% | Add +5.5% | 999 | $612K |
| Solidarity Wealth, LLC | 0.13% | Add +8.4% | 994 | $610K |
| Burk Holdings LLC | 0.33% | New | 995 | $609K |
| RPg Family Wealth Advisory, LLC | 0.13% | New | 992 | $609K |
| Colton Groome Financial Advisors, LLC | 0.19% | Reduce -1.5% | 991 | $607K |
| Northcape Wealth Management, LLC | 0.18% | No change | 990 | $606K |
| D. Scott Neal, Inc. | 0.28% | Reduce -3.6% | 989 | $606K |
| Shulman DeMeo Asset Management LLC | 0.14% | Add +0.2% | 982 | $601K |
| Brown, Lisle/Cummings, Inc. | 0.15% | No change | 979 | $600K |
| Capital Investment Services of America, Inc. | 0.05% | Add +6.2% | 976 | $598K |
| Outbound Financial Inc | 0.49% | Reduce -3.5% | 975 | $597K |
| Avid Wealth Partners LLC | 0.30% | New | 972 | $597K |
| LifeSteps Financial, Inc. | 0.38% | Reduce -1.9% | 969 | $593K |
| Poehling Capital Management, INC. | 0.12% | No change | 969 | $593K |
| Van Den Berg Management I, Inc. | 0.15% | Add +2.6% | 967 | $592K |
| Providence Capital Advisors, LLC | 0.10% | Add +0.1% | 965 | $591K |
| Exchange Bank | 0.41% | No change | 964 | $590K |
| ROI Financial Advisors, LLC | 0.35% | Reduce -1.0% | 963 | $590K |
| Lighthouse Financial LLC | 0.39% | Reduce -9.5% | 962 | $589K |
| Davidson Trust Co. | 0.24% | Reduce -0.4% | 957 | $586K |
| Manchester Financial Inc. | 0.12% | Add +17.0% | 956 | $585K |
| Caldwell Sutter Capital, Inc. | 0.25% | Add +5.0% | 955 | $585K |
| First Commonwealth Financial Corp | 0.10% | Add +39.4% | 955 | $585K |
| Burns Matteson Capital Management, LLC | 0.25% | Add +2.9% | 954 | $584K |
| 3EDGE Asset Management, LP | 0.03% | Add +7.4% | 954 | $584K |
| Summit Investment Advisory Services, LLC | 0.23% | Add +4.4% | 952 | $583K |
| Herold Advisors, Inc. | 0.13% | Add +56.5% | 950 | $582K |
| Bestgate Wealth Advisors, LLC | 1.02% | Add +18.4% | 948 | $581K |
| Delta Asset Management LLC | 0.05% | Add +27.1% | 944 | $578K |
| Rosenblum Silverman Sutton S F Inc. | 0.13% | No change | 944 | $578K |
| FFT Wealth Management LLC | 0.11% | Reduce -4.6% | 940 | $577K |
| Hedeker Wealth, LLC | 0.12% | Add +12.7% | 943 | $577K |
| Elgethun Capital Management | 0.10% | Add +143.7% | 943 | $577K |
| Schaper Benz & Wise Investment Counsel Inc. | 0.04% | Add +2.7% | 942 | $577K |
| St Germain D J Co. Inc. | 0.02% | Add +14.8% | 941 | $576K |
| Philip James Wealth Mangement, LLC | 0.07% | Add +21.9% | 940 | $576K |
| Howard Bailey Securities, LLC | 0.16% | Add +61.3% | 939 | $575K |
| Columbia River Financial Group, LLC | 0.35% | No change | 918 | $575K |
| PMG Family Office LLC | 0.64% | — | 935 | $574K |
| Keystone Financial Services | 0.18% | Add +0.1% | 936 | $573K |
| E Fund Management (Hong Kong) Co., Ltd. | 0.35% | No change | 935 | $573K |
| NCM Capital Management, LLC | 0.22% | Reduce -15.6% | 933 | $571K |
| Horizons Wealth Management | 0.39% | Reduce -0.6% | 931 | $570K |
| Pillar Financial Advisors, LLC | 0.36% | No change | 928 | $568K |
| Cookson Peirce & Co. Inc. | 0.02% | New | 926 | $567K |
| Addison Capital Co | 0.17% | Reduce -0.4% | 926 | $567K |
| Eldridge Investment Advisors, Inc. | 0.13% | Reduce -2.0% | 926 | $567K |
| William Howard & Co Financial Advisors Inc | 0.48% | Reduce -14.3% | 925 | $567K |
| American Institute for Advanced Investment Management, LLP | 0.37% | No change | 923 | $565K |
| Dakota Community Bank & Trust NA | 2.23% | No change | 923 | $565K |
| Strategic Wealth Investment Group, LLC | 0.05% | Add +3442.3% | 921 | $564K |
| Vishria Bird Financial Group, LLC | 0.11% | Add +17.9% | 920 | $563K |
| Studio Investment Management LLC | 0.11% | Add +4.5% | 916 | $563K |
| Hazlett, Burt & Watson, Inc. | 0.20% | Add +3.5% | 914 | $559K |
| tru Independence LLC | 0.14% | Add +0.1% | 911 | $558K |
| von Borstel & Associates, Inc. | 0.09% | New | 890 | $557K |
| Strait & Sound Wealth Management LLC | 0.21% | Reduce -1.7% | 907 | $555K |
| Potentia Wealth | 0.21% | Reduce -10.1% | 906 | $555K |
| DSG Capital Advisors, LLC | 0.09% | No change | 906 | $555K |
| SYM FINANCIAL Corp | 0.06% | Reduce -31.7% | 904 | $554K |
| Burford Brothers, Inc. | 0.24% | Add +0.7% | 903 | $553K |
| Heck Capital Advisors, LLC | 0.04% | New | 900 | $552K |
| Meritage Portfolio Management | 0.04% | Add +0.3% | 894 | $548K |
| Mullooly Asset Management, Inc. | 0.21% | Add +8.8% | 893 | $547K |
| MPWM Advisory Solutions, LLC | 0.32% | Reduce -22.8% | 892 | $546K |
| Wealthedge Investment Advisors, LLC | 0.21% | Add +23.2% | 891 | $546K |
| Wayfinding Financial, LLC | 0.24% | Reduce -5.6% | 890 | $546K |
| Tme Financial, Inc. | 0.41% | Reduce -1.2% | 890 | $545K |
| Ascentis Wealth Management, LLC | 0.13% | Add +5.6% | 888 | $545K |
| AAF Wealth Management, LLC | 0.25% | No change | 887 | $543K |
| Manhattan West Asset Management, LLC | 0.11% | Add +104.4% | 887 | $543K |
| Telos Capital Management, Inc. | 0.05% | Reduce -2.2% | 887 | $543K |
| Trinity Legacy Partners, LLC | 0.12% | Add +14.8% | 863 | $541K |
| Claret Asset Management Corp | 0.06% | Reduce -3.6% | 884 | $541K |
| Stiles Financial Services Inc | 0.17% | No change | 883 | $541K |
| Abacus Wealth Partners, LLC | 0.08% | Add +18.7% | 882 | $540K |
| DKM Wealth Management, Inc. | 0.43% | No change | 881 | $540K |
| Insight 2811, Inc. | 0.24% | Add +18.4% | 881 | $540K |
| Pinnacle Financial Group, LLC / IL | 0.16% | New | 900 | $537K |
| ODonnell Financial Services, LLC | 0.19% | Add +6.8% | 876 | $536K |
| Spinnaker Investment Group, LLC | 0.10% | Add +40.2% | 872 | $534K |
| ETF Store, Inc. | 0.57% | Reduce -15.9% | 871 | $533K |
| AA Financial Advisors, LLC | 0.10% | Reduce -6.5% | 870 | $533K |
| Taylor Financial Group, Inc. | 0.31% | No change | 867 | $531K |
| Clarion Wealth Managment Partners, LLC | 0.52% | No change | 866 | $530K |
| Nelson Capital Management, LLC | 0.06% | Add +0.1% | 862 | $528K |
| Mason Investment Advisory Services, Inc. | 0.03% | Add +0.1% | 858 | $526K |
| KMG Fiduciary Partners, LLC | 0.04% | Add +3.0% | 856 | $524K |
| Lakeside Advisors, INC. | 0.33% | Add +14.0% | 855 | $524K |
| SpringVest Wealth Management LLC | 0.38% | Add +0.5% | 854 | $523K |
| JFG Wealth Management, LLC | 0.10% | No change | 854 | $523K |
| Buska Wealth Management, LLC | 0.16% | Reduce -17.3% | 853 | $522K |
| Davidson Investment Advisors | 0.02% | Add +5.7% | 851 | $521K |
| Cypress Financial Planning LLC | 0.16% | Add +1.4% | 850 | $521K |
| Master's Wealth Management Inc. | 0.23% | Add +0.2% | 849 | $520K |
| San Luis Wealth Advisors LLC | 0.09% | Add +9.7% | 846 | $518K |
| Earned Wealth Advisors, LLC | 0.09% | New | 845 | $517K |
| GFG Capital, LLC | 0.18% | Add +0.1% | 841 | $515K |
| Curtis Advisory Group, LLC | 0.12% | Reduce -2.2% | 839 | $514K |
| Legacy Financial Advisors, Inc. | 0.07% | Add +8.5% | 839 | $514K |
| Colonial River Investments, LLC | 0.19% | Add +0.4% | 839 | $514K |
| Colony Family Offices, LLC | 0.13% | Reduce -4.8% | 833 | $512K |
| Glassy Mountain Advisors, Inc. | 0.15% | No change | 834 | $511K |
| Osborne Partners Capital Management, LLC | 0.03% | Add +40.0% | 833 | $510K |
| Dagco, Inc. | 0.13% | Add +11.8% | 832 | $509K |
| Moseley Investment Management Inc. | 0.15% | Reduce -4.2% | 830 | $509K |
| Signet Investment Advisory Group, Inc. | 0.24% | No change | 830 | $508K |
| Princeton Capital Management LLC | 0.14% | Reduce -4.5% | 830 | $508K |
| West Wealth Group, LLC | 0.11% | Add +22.5% | 827 | $506K |
| Ceera Investments, LLC | 0.16% | Reduce -8.8% | 825 | $505K |
| WFA of San Diego, LLC | 0.34% | Reduce -9.4% | 819 | $502K |
| Aspen Capital Management, LLC | 0.13% | Reduce -6.4% | 819 | $501K |
| Hurlow Wealth Management Group, Inc. | 0.13% | Reduce -0.6% | 818 | $501K |
| Kraft, Davis & Associates, LLC | 0.12% | Add +15.0% | 811 | $501K |
| Three Magnolias Financial Advisors, LLC | 0.31% | Reduce -2.0% | 818 | $501K |
| MPS Loria Financial Planners, LLC | 0.13% | Add +0.4% | 815 | $499K |
| Amplius Wealth Advisors, LLC | 0.04% | Reduce -70.0% | 814 | $498K |
| Quantum Financial Planning Services, Inc. | 0.20% | Add +22.8% | 813 | $498K |
| SWAN Capital LLC | 0.20% | No change | 812 | $497K |
| River Street Advisors LLC | 0.19% | No change | 812 | $497K |
| CVFG LLC | 0.36% | Add +34.5% | 811 | $497K |
| Borer Denton & Associates, Inc. | 0.16% | Add +2.5% | 811 | $497K |
| Prestige Wealth Management Group LLC | 0.10% | Add +0.1% | 808 | $496K |
| Mason & Associates Inc | 0.10% | New | 810 | $496K |
| FinDec Wealth Services, Inc. | 0.51% | Reduce -2.1% | 808 | $495K |
| Allen Capital Group, LLC | 0.05% | Add +3.3% | 807 | $494K |
| Jamison Private Wealth Management, Inc. | 0.06% | No change | 806 | $494K |
| Bulwark Capital Corp | 0.38% | No change | 806 | $494K |
| Capula Management Ltd | 0.00% | New | 800 | $490K |
| Lazari Capital Management, Inc. | 0.17% | Reduce -6.2% | 800 | $490K |
| Alliance Wealth Advisors, LLC | 0.24% | Reduce -20.7% | 798 | $489K |
| Antonelli Financial Advisors, LLC | 0.33% | Reduce -0.6% | 797 | $488K |
| Advantage Trust Co | 0.22% | No change | 796 | $487K |
| Hudson Value Partners, LLC | 0.15% | No change | 796 | $487K |
| Berry Wealth Group, LP | 1.59% | Reduce -1.4% | 794 | $486K |
| Stevens Capital Partners | 0.15% | Add +23.1% | 794 | $486K |
| Ellsworth Advisors, LLC | 0.10% | New | 794 | $486K |
| Tepp RIA, LLC | 0.55% | No change | 791 | $484K |
| BWM Planning, LLC | 0.14% | Add +0.3% | 791 | $484K |
| Define Financial, LLC | 0.29% | Add +4.4% | 788 | $483K |
| Richmond Investment Services, LLC | 0.09% | Reduce -2.6% | 784 | $480K |
| Steigerwald, Gordon & Koch Inc. | 0.05% | No change | 781 | $478K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.95% | Reduce -92.1% | 781 | $478K |
| Alta Wealth Advisors LLC | 0.17% | No change | 781 | $478K |
| Garrison Point Advisors, LLC | 0.20% | Add +6.9% | 779 | $477K |
| Investment Research Partners LLC | 0.21% | — | 753 | $476K |
| Marino, Stram & Associates LLC | 0.09% | Add +15.8% | 777 | $476K |
| Rollins Financial Advisors, LLC | 0.07% | Add +84.1% | 775 | $475K |
| Convergence Financial, LLC | 0.07% | No change | 773 | $473K |
| Investor's Fiduciary Advisor Network, LLC | 0.16% | Add +38.3% | 773 | $473K |
| Interchange Capital Partners, LLC | 0.09% | No change | 769 | $471K |
| Empirical Asset Management, LLC | 0.13% | Add +1218.8% | 9,258 | $470K |
| Willis Investment Counsel | 0.03% | Add +97.2% | 767 | $470K |
| Next Level Private LLC | 0.14% | Reduce -0.3% | 760 | $469K |
| Avalon Capital Management | 0.11% | Reduce -0.9% | 761 | $466K |
| Fagan Associates, Inc. | 0.06% | Add +12.3% | 760 | $466K |
| Schmidt P J Investment Management Inc. | 0.08% | Reduce -10.8% | 759 | $465K |
| Coordinated Financial Services, Inc. | 0.30% | New | 758 | $464K |
| Gilman Hill Asset Management, LLC | 0.07% | Reduce -51.0% | 758 | $464K |
| Virtus Family Office LLC | 0.43% | New | 754 | $463K |
| TrueWealth Advisors, LLC | 0.12% | No change | 753 | $461K |
| Veracity Capital LLC | 0.15% | No change | 753 | $461K |
| North Berkeley Wealth Management, LLC | 0.36% | New | 751 | $460K |
| Callahan Advisors, LLC | 0.04% | Add +0.1% | 750 | $459K |
| Mustico Financial Group, Inc. | 0.46% | No change | 743 | $457K |
| Kure Advisory, LLC | 0.28% | Reduce -3.5% | 746 | $457K |
| Archford Capital Strategies, LLC | 0.05% | Reduce -8.7% | 746 | $457K |
| SC&H Financial Advisors, Inc. | 0.07% | Reduce -2.4% | 745 | $456K |
| Sloy Dahl & Holst, LLC | 0.05% | Add +6.4% | 745 | $456K |
| Encompass More Asset Management | 0.09% | Add +13.9% | 744 | $456K |
| Woodward Diversified Capital, LLC | 0.21% | Add +1.4% | 741 | $454K |
| Gables Capital Management Inc. | 0.19% | No change | 740 | $453K |
| Cadence Wealth Management LLC | 0.24% | New | 738 | $452K |
| One Wealth Advisors, LLC | 0.06% | Add +18.3% | 738 | $452K |
| Cape Investment Advisory, Inc. | 0.44% | Reduce -42.1% | 737 | $451K |
| Seros Financial, LLC | 0.27% | Reduce -10.1% | 736 | $451K |
| Uptown Financial Advisors LLC | 0.40% | Reduce -1.9% | 734 | $449K |
| NovaPoint Capital, LLC | 0.11% | New | 733 | $449K |
| Shepherd Financial Partners LLC | 0.04% | No change | 731 | $448K |
| Suncoast Equity Management | 0.04% | Add +0.7% | 728 | $446K |
| Balanced Wealth Group LLC | 0.20% | Reduce -0.3% | 785 | $446K |
| Dash Acquisitions Inc. | 0.09% | Add +2.6% | 703 | $444K |
| Adell Harriman & Carpenter Inc. | 0.03% | Reduce -62.6% | 725 | $444K |
| Vawter Financial, Ltd. | 0.20% | New | 725 | $444K |
| Cyr Financial Inc. | 0.30% | Add +0.7% | 723 | $443K |
| Verde Capital Management | 0.10% | Add +23.2% | 723 | $443K |
| Pines Wealth Management, LLC | 0.15% | Reduce -1.9% | 722 | $442K |
| McIlrath & Eck, LLC | 0.05% | Add +21.1% | 722 | $442K |
| ProVise Management Group, LLC | 0.03% | Reduce -16.6% | 722 | $442K |
| Mayfair Advisory Group, LLC | 0.19% | Add +2.3% | 721 | $442K |
| Novus Advisors, LLC | 1.01% | Reduce -44.0% | 719 | $440K |
| City Holding Co. | 0.06% | No change | 714 | $437K |
| Wrenne Financial Planning LLC | 0.19% | Add +1.3% | 710 | $435K |
| MFA Wealth Services | 0.30% | Add +0.4% | 710 | $434K |
| Boyum Wealth Architects LLC | 0.27% | Reduce -1.9% | 707 | $433K |
| Meadow Creek Wealth Advisors LLC | 0.29% | No change | 713 | $433K |
| Oak Family Advisors, LLC | 0.14% | Add +6.0% | 705 | $432K |
| Lee Danner & Bass Inc. | 0.03% | Add +77.1% | 705 | $432K |
| Robinswood Financial LLC | 0.14% | Add +6.7% | 704 | $431K |
| Nabity-Jensen Investment Management Inc | 0.30% | Add +0.1% | 704 | $431K |
| Newport Capital Group, LLC | 0.27% | Reduce -0.4% | 699 | $431K |
| Bright Financial Advisors, Inc. | 0.21% | No change | 704 | $431K |
| Beacon Bank & Trust | 0.09% | New | 704 | $431K |
| Strategic Financial Planning, Inc. | 0.25% | No change | 700 | $429K |
| Lauterbach Financial Advisors, LLC | 0.21% | Add +32.5% | 698 | $428K |
| Patten Group, Inc. | 0.08% | Reduce -7.1% | 698 | $427K |
| Financial Life Planners | 0.29% | Add +0.1% | 697 | $427K |
| Ballew Advisors, Inc | 0.24% | Add +18.6% | 702 | $427K |
| IVC Wealth Advisors LLC | 0.19% | New | 695 | $426K |
| Shared Vision Wealth Group LLC | 0.18% | No change | 693 | $425K |
| Kellett Wealth Advisors, LLC | 0.26% | Add +8.6% | 694 | $425K |
| Guardian Wealth Advisors, LLC | 0.24% | Reduce -10.4% | 694 | $425K |
| Nautilus Advisors LLC | 0.29% | Add +2.7% | 693 | $425K |
| Inlet Private Wealth, LLC | 0.10% | Add +3.0% | 692 | $424K |
| Bellwether Advisors, LLC | 0.07% | Add +0.1% | 689 | $422K |
| Invested Advisors | 0.61% | — | 778 | $422K |
| RFP Financial Group LLC | 0.17% | New | 779 | $422K |
| Paragon Advisors, LLC | 0.11% | Reduce -1.6% | 688 | $421K |
| Kingstone Capital Partners Texas, LLC | 0.24% | Add +0.3% | 686 | $420K |
| Marietta Investment Partners LLC | 0.08% | Reduce -75.0% | 685 | $419K |
| Hidden Cove Wealth Management, LLC | 0.28% | Add +23.2% | 685 | $419K |
| Ashford Advisors, LLC | 0.09% | Reduce -89.1% | 682 | $419K |
| Harpswell Capital Advisors, LLC | 0.40% | — | 683 | $418K |
| RFG - Bristol Wealth Advisors, LLC | 0.12% | Add +0.1% | 683 | $418K |
| Riverview Capital Advisers, LLC | 0.12% | New | 681 | $417K |
| Samalin Investment Counsel, LLC | 0.14% | Reduce -21.8% | 681 | $417K |
| New Insight Wealth Advisors | 0.16% | Reduce -3.5% | 679 | $416K |
| Kimelman & Baird, LLC | 0.03% | Reduce -0.3% | 679 | $416K |
| Iron Gate Global Advisors LLC | 0.04% | Add +1.0% | 678 | $415K |
| Merkkuri Wealth Advisors LLC | 0.30% | Add +4.6% | 676 | $414K |
| Blue Barn Wealth, LLC | 0.18% | New | 675 | $413K |
| Butensky & Cohen Financial Security, Inc. | 0.12% | Add +5.5% | 674 | $413K |
| Carret Asset Management, LLC | 0.04% | Reduce -8.3% | 674 | $413K |
| Tandem Capital Management Corp. | 0.19% | No change | 673 | $412K |
| Nalls Sherbakoff Group, LLC | 0.28% | Reduce -8.0% | 672 | $412K |
| Alaska Wealth Advisors, LLC | 0.05% | New | 668 | $409K |
| Lincoln Capital LLC | 0.08% | Add +6.8% | 664 | $409K |
| Buckhead Capital Management LLC | 0.15% | Add +0.3% | 668 | $409K |
| MilWealth Group LLC | 0.10% | No change | 667 | $408K |
| Solstein Capital, LLC | 0.19% | Add +10.6% | 667 | $408K |
| Parkshore Wealth Management, Inc. | 0.17% | Reduce -40.1% | 667 | $408K |
| Man Group plc | 0.00% | Reduce -75.2% | 666 | $408K |
| Camelot Technology Advisors, Inc. | 0.33% | No change | 662 | $405K |
| 17 Capital Partners, LLC | 0.22% | Reduce -6.9% | 662 | $405K |
| Drake & Associates, LLC | 0.08% | Reduce -24.6% | 648 | $404K |
| Cornerstone Wealth Advisors, Inc. | 0.10% | No change | 658 | $403K |
| RDA Financial Network | 0.10% | Reduce -17.3% | 657 | $402K |
| Granite Bay Wealth Management, LLC | 0.10% | Reduce -16.9% | 656 | $402K |
| Robbins Farley | 0.17% | Reduce -5.9% | 654 | $400K |
| Essential Partners LLC | 0.13% | Add +1.7% | 654 | $400K |
| Graham Capital Wealth Management, LLC | 0.41% | Add +5.7% | 654 | $400K |
| Cim, LLC | 0.05% | Reduce -0.5% | 653 | $400K |
| Dodge & Cox | 0.00% | Reduce -45.8% | 650 | $398K |
| High Note Wealth, LLC | 0.08% | No change | 650 | $398K |
| True Link Financial Advisors, LLC | 0.03% | Add +11.1% | 650 | $398K |
| Live Oak Investment Partners | 0.26% | No change | 649 | $397K |
| Bigelow Investment Advisors, LLC | 0.16% | Reduce -7.4% | 649 | $397K |
| Morton Community Bank | 0.09% | Add +20.8% | 632 | $396K |
| Parvin Asset Management, LLC | 0.35% | New | 647 | $396K |
| Nestegg Advisors, Inc. | 0.35% | Add +0.2% | 643 | $394K |
| Chaney Capital Management, Inc. | 0.14% | No change | 641 | $393K |
| Brady Martz Wealth Solutions, LLC | 0.07% | New | 641 | $393K |
| Warburton Capital Management, LLC | 0.24% | Add +65.7% | 638 | $391K |
| Pineridge Advisors LLC | 0.11% | Reduce -16.7% | 638 | $391K |
| Symphony Financial, Ltd. Co. | 0.05% | Reduce -63.0% | 640 | $391K |
| Mirador Capital Partners LP | 0.06% | Reduce -1.6% | 637 | $390K |
| Taylor & Morgan Wealth Management, LLC | 0.24% | Add +1.1% | 637 | $390K |
| one8zero8, LLC | 0.08% | No change | 637 | $390K |
| Seneschal Advisors, LLC | 0.28% | New | 637 | $390K |
| Brian Low Financial Group, LLC | 0.30% | Add +38.6% | 636 | $390K |
| Investors Research Corp | 0.07% | Reduce -21.4% | 634 | $388K |
| Pioneer Wealth Management Group | 0.13% | Add +1.1% | 634 | $388K |
| JGP Wealth Management, LLC | 0.04% | Add +1.3% | 630 | $388K |
| Riverbend Wealth Management, LLC | 0.27% | Add +11.7% | 632 | $387K |
| Klein Pavlis & Peasley Financial, Inc. | 0.24% | New | 632 | $387K |
| Ayrshire Capital Management LLC | 0.18% | No change | 631 | $386K |
| Lafayette Investments, Inc. | 0.07% | No change | 630 | $386K |
| Paragon Capital Management Ltd | 0.07% | No change | 628 | $385K |
| Motco | 0.04% | Add +81.5% | 628 | $385K |
| Legacy Capital Group California, Inc. | 0.10% | Add +1.6% | 627 | $384K |
| Copley Financial Group, Inc. | 0.26% | Add +36.6% | 623 | $382K |
| Kilter Group LLC | 0.18% | No change | 623 | $382K |
| M1 Capital Management LLC | 0.16% | Add +0.2% | 623 | $382K |
| Pacifica Partners Inc. | 0.14% | Reduce -1.1% | 619 | $380K |
| IronBridge Private Wealth, LLC | 0.12% | Add +6.0% | 621 | $380K |
| Willner & Heller, LLC | 0.29% | Reduce -4.3% | 620 | $379K |
| Spirit of America Management Corp. | 0.08% | Reduce -1.1% | 617 | $379K |
| KRS Capital Management, LLC | 0.23% | No change | 618 | $379K |
| James J. Burns & Company, LLC | 0.06% | Add +2.5% | 617 | $378K |
| Clare Market Investments LLC | 0.08% | New | 615 | $377K |
| Nvwm, LLC | 0.08% | Reduce -1.6% | 614 | $376K |
| Lunt Capital Management, Inc. | 0.14% | Add +8.5% | 612 | $375K |
| W Advisors, LLC | 0.20% | New | 611 | $374K |
| Sound Stewardship, LLC | 0.18% | Reduce -0.3% | 610 | $373K |
| Prentice Wealth Management LLC | 0.09% | Add +3.4% | 609 | $373K |
| Bannerman Wealth Management Group, LLC | 0.27% | Reduce -5.4% | 608 | $372K |
| Seaside Wealth Management, Inc. | 0.11% | No change | 607 | $372K |
| Rosenberg Matthew Hamilton | 0.08% | Reduce -13.4% | 607 | $372K |
| Overbrook Management Corp | 0.07% | Add +3.6% | 604 | $370K |
| Two West Capital Advisors LLC | 0.22% | No change | 594 | $370K |
| Covenant Asset Management, LLC | 0.07% | Add +4.9% | 602 | $369K |
| Benin Management CORP | 0.09% | No change | 600 | $367K |
| Bond & Devick Financial Network, Inc. | 0.11% | Add +12.0% | 599 | $367K |
| Successful Portfolios LLC | 0.21% | Reduce -6.1% | 599 | $367K |
| Nvest Financial, LLC | 0.21% | New | 597 | $366K |
| Blume Capital Management, Inc. | 0.07% | Add +5.3% | 595 | $364K |
| Mycio Wealth Partners, LLC | 0.08% | Add +0.3% | 593 | $363K |
| Tobias Financial Advisors, Inc. | 0.06% | Add +9.2% | 593 | $363K |
| Grant Private Wealth Management Inc | 0.22% | New | 592 | $362K |
| Investment Partners Asset Management, Inc. | 0.24% | Reduce -0.8% | 588 | $360K |
| Cornerstone Enterprises, LLC | 0.18% | Add +26.3% | 586 | $359K |
| LWM Advisory Services, LLC | 0.21% | No change | 587 | $359K |
| Lebenthal Global Advisors, LLC | 0.06% | Reduce -13.0% | 587 | $359K |
| LGT Financial Advisors LLC | 0.77% | Reduce -0.2% | 586 | $359K |
| Gen-Wealth Partners Inc | 0.12% | Add +13.8% | 586 | $359K |
| Silver Oak Wealth Advisors Services, LLC | 0.23% | Reduce -4.4% | 582 | $357K |
| Foronjy Financial LLC | 0.16% | Add +0.3% | 582 | $356K |
| Colorado Capital Management, Inc. | 0.14% | Add +0.7% | 581 | $356K |
| Financial Symmetry Inc | 0.16% | New | 581 | $356K |
| Arbor Trust Wealth Advisors, LLC | 0.16% | Reduce -2.9% | 579 | $355K |
| LVM Capital Management Ltd. | 0.03% | No change | 578 | $354K |
| Leading Edge Financial Planning LLC | 0.09% | No change | 578 | $354K |
| Jacobson & Schmitt Advisors, LLC | 0.06% | New | 578 | $354K |
| ABLE Financial Group, LLC | 0.08% | No change | 576 | $353K |
| Westchester Capital Management, Inc. | 0.08% | No change | 576 | $353K |
| Winebrenner Capital Management LLC | 0.25% | Add +22.9% | 575 | $352K |
| Nova R Wealth, Inc. | 0.15% | Add +50.9% | 575 | $352K |
| M. Kulyk & Associates, LLC | 0.07% | Add +1.2% | 574 | $351K |
| Owen LaRue, LLC | 0.14% | Reduce -7.9% | 573 | $351K |
| Swisher Financial Concepts, Inc. | 0.21% | Add +10.4% | 573 | $351K |
| Ironwood Wealth Management, LLC. | 0.12% | Add +9.6% | 572 | $351K |
| Connors Investor Services Inc. | 0.03% | No change | 572 | $350K |
| Forefront Wealth Management Inc. | 0.26% | No change | 570 | $349K |
| Peck Wealth Management, LLC | 0.33% | — | 569 | $348K |
| Ehrlich Financial Group | 0.21% | Add +9.9% | 568 | $348K |
| Transcendent Capital Group LLC | 0.16% | Add +36.0% | 567 | $347K |
| Schnieders Capital Management, Llc. | 0.06% | — | 567 | $347K |
| Guardian Partners Inc. | 0.03% | Add +13.0% | 565 | $347K |
| Moran Wealth Management, LLC | 0.01% | New | 567 | $347K |
| OMNI 360 Wealth, Inc. | 0.19% | No change | 567 | $347K |
| Conservest Capital Advisors, Inc. | 0.03% | Reduce -10.4% | 566 | $347K |
| Walker Financial Services, Inc. | 0.13% | Add +3.9% | 565 | $346K |
| Altfest L J & Co. Inc. | 0.04% | Reduce -56.6% | 562 | $344K |
| Piscataqua Savings Bank | 0.27% | Reduce -8.2% | 562 | $344K |
| L. Roy Papp & Associates, LLP | 0.04% | Add +3.7% | 561 | $344K |
| Redmond Asset Management, LLC | 0.08% | No change | 559 | $342K |
| Knights of Columbus Asset Advisors LLC | 0.02% | Add +15.3% | 558 | $342K |
| Cypress Capital, LLC | 0.10% | Add +2.4% | 558 | $341K |
| United Asset Strategies, Inc. | 0.03% | Reduce -11.0% | 557 | $341K |
| Hager Investment Management Services, LLC | 0.18% | No change | 556 | $340K |
| Winch Advisory Services, LLC | 0.08% | Add +0.2% | 555 | $340K |
| Accordant Advisory Group Inc | 0.23% | No change | 555 | $340K |
| Seelaus Asset Management LLC | 0.27% | Add +0.4% | 555 | $340K |
| Rockport Wealth LLC | 0.07% | New | 553 | $339K |
| Darwin Wealth Management, LLC | 0.11% | Add +0.2% | 552 | $338K |
| Dynamic Financial Group | 0.29% | Reduce -0.7% | 552 | $338K |
| Legacy Financial Group, Inc. | 0.09% | Reduce -5.3% | 552 | $338K |
| Wells Trecaso Financial Group, LLC | 0.16% | Reduce -53.1% | 550 | $337K |
| Bellevue Asset Management, LLC | 0.15% | Add +32.1% | 547 | $335K |
| CBIZ Investment Advisory Services, LLC | 0.01% | Reduce -51.3% | 546 | $335K |
| Windsor Capital Management, LLC | 0.09% | Add +15.4% | 547 | $335K |
| Hobbs Group Advisors, LLC | 0.10% | Reduce -0.4% | 547 | $335K |
| Clear Harbor Asset Management, LLC | 0.02% | Add +2.1% | 546 | $335K |
| jvl associates llc | 0.11% | Add +0.4% | 546 | $334K |
| Semus Wealth Partners LLC | 0.19% | Reduce -12.2% | 546 | $334K |
| Boulder Wealth Advisors, LLC | 0.15% | — | 544 | $333K |
| Cutler Investment Counsel LLC | 0.03% | Add +23.7% | 542 | $333K |
| West Branch Capital LLC | 0.09% | No change | 542 | $332K |
| Impact Partnership Wealth, LLC | 0.05% | New | 542 | $332K |
| Carolina Wealth Advisors, LLC | 0.14% | Add +5.5% | 541 | $331K |
| Roof Eidam Maycock Peralta, LLC | 0.08% | No change | 540 | $331K |
| Napa Wealth Management | 0.15% | Add +1.1% | 540 | $331K |
| IMS Capital Management | 0.15% | No change | 539 | $330K |
| Moller Wealth Partners | 0.07% | No change | 538 | $329K |
| Morse Asset Management, Inc | 0.07% | Reduce -0.2% | 537 | $329K |
| Opal Wealth Advisors, LLC | 0.09% | Add +10.3% | 536 | $328K |
| Drystone LLC | 0.29% | Reduce -7.0% | 535 | $328K |
| Private Capital Advisors, Inc. | 0.04% | No change | 535 | $328K |
| Sweeney & Michel, LLC | 0.11% | Reduce -0.7% | 545 | $327K |
| Atlantic Private Wealth, LLC | 0.21% | No change | 534 | $327K |
| Vermillion & White Wealth Management Group, LLC | 0.19% | Add +0.2% | 533 | $326K |
| Novak & Powell Financial Services, Inc. | 0.17% | No change | 532 | $326K |
| Maltin Wealth Management, Inc. | 0.14% | Add +23.4% | 532 | $326K |
| Fourth Dimension Wealth, LLC | 0.12% | No change | 530 | $325K |
| Patton Fund Management, Inc. | 0.06% | No change | 530 | $325K |
| Cushing Capital Partners, LLC | 0.25% | Add +0.2% | 528 | $324K |
| Crowley Wealth Management, Inc. | 0.26% | Add +57.9% | 529 | $324K |
| Sincerus Advisory, LLC | 0.28% | Reduce -14.8% | 528 | $323K |
| Emergent Wealth Advisors, LLC | 0.19% | No change | 528 | $323K |
| Chancellor Financial Group WB LP | 0.23% | Add +0.8% | 527 | $323K |
| Rogco, LP | 0.11% | Add +0.6% | 525 | $322K |
| Goepper Burkhardt LLC | 0.11% | Add +6.1% | 525 | $322K |
| Penobscot Investment Management Company, Inc. | 0.02% | No change | 520 | $319K |
| PMG Wealth Management, Inc. | 0.24% | Add +13.5% | 521 | $318K |
| Higgins & Schmidt Wealth Strategies LLC | 0.16% | Reduce -4.8% | 519 | $318K |
| Aspiring Ventures, LLC | 0.12% | No change | 519 | $318K |
| Stewardship Advisors, LLC | 0.08% | Reduce -3.2% | 519 | $318K |
| Aurdan Capital Management, LLC | 0.10% | Add +8.3% | 519 | $318K |
| Parkside Investments, LLC | 0.04% | New | 516 | $316K |
| Palo Alto Wealth Advisors, LLC | 0.09% | Add +5.7% | 503 | $316K |
| Hummer Financial Advisory Services Inc | 0.23% | No change | 513 | $315K |
| Droms Strauss Advisors Inc. /Mo/ | 0.09% | Reduce -1.4% | 513 | $314K |
| Hofer & Associates. Inc | 0.18% | Add +1.8% | 513 | $314K |
| Prudent Man Investment Management, Inc. | 0.17% | No change | 582 | $314K |
| Clarity Financial LLC | 0.03% | Reduce -1.2% | 511 | $313K |
| Presidio Capital Management, LLC | 0.11% | New | 511 | $313K |
| Grove Street Fiduciary, LLC | 0.15% | Reduce -7.8% | 510 | $313K |
| Pacific Wealth Management | 0.16% | Reduce -1.9% | 510 | $312K |
| McDonough Capital Management, Inc | 0.16% | New | 510 | $312K |
| Laraway Financial Advisors Inc | 0.21% | Add +0.2% | 510 | $312K |
| Norden Group LLC | 0.03% | Add +1.6% | 509 | $312K |
| Private Wealth Management Group, LLC | 0.09% | Reduce -9.4% | 509 | $312K |
| White Knight Strategic Wealth Advisors, LLC | 0.25% | No change | 509 | $312K |
| Quantum Portfolio Management LLC | 0.09% | New | 508 | $311K |
| Joule Financial, LLC | 0.09% | No change | 506 | $311K |
| Prodigy Asset Management LLC | 0.14% | No change | 506 | $310K |
| Pinnacle Wealth Management Group, Inc. | 0.16% | No change | 506 | $310K |
| Littlejohn Financial Services, Inc. | 0.23% | New | 506 | $310K |
| Westwood Wealth Management | 0.11% | Reduce -4.2% | 506 | $310K |
| Stuart Chaussee & Associates, Inc. | 0.07% | No change | 505 | $309K |
| GW&K Investment Management, LLC | 0.00% | Reduce -49.8% | 504 | $309K |
| Waycross Investment Management Co | 0.31% | No change | 503 | $308K |
| Arq Wealth Advisors, LLC | 0.09% | Reduce -26.9% | 500 | $307K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | New | 501 | $307K |
| East Coast Asset Management, LLC. | 0.10% | No change | 500 | $306K |
| POM Investment Strategies, LLC | 0.17% | Add +12350.0% | 498 | $305K |
| American Financial Advisors, LLC | 0.04% | Add +0.8% | 498 | $305K |
| Paulson Wealth Management Inc. | 0.07% | Reduce -10.8% | 498 | $305K |
| MB Generational Wealth, LLC | 0.19% | — | 495 | $303K |
| Caitlin John, LLC | 0.21% | Add +0.2% | 495 | $303K |
| Fairfield, Bush & Co. | 0.16% | Reduce -1.2% | 494 | $303K |
| Guidance Capital, Inc. | 0.08% | Reduce -28.3% | 485 | $302K |
| Pacific Financial Group Inc. | 0.22% | Reduce -3.5% | 492 | $301K |
| BlueSky Wealth Advisors, LLC | 0.04% | New | 491 | $301K |
| Westside Investment Management, Inc. | 0.05% | Reduce -5.8% | 489 | $299K |
| Oxinas Partners, LLC | 0.16% | Reduce -3.4% | 488 | $299K |
| Bay Capital Advisors, LLC | 0.19% | Add +3.8% | 487 | $299K |
| Sterling Investment Counsel, LLC | 0.10% | Reduce -35.8% | 487 | $298K |
| 1832 Asset Management L.P. | 0.00% | No change | 487 | $298K |
| Cascade Wealth Advisors, Inc | 0.15% | New | 475 | $298K |
| Hemenway Trust Co LLC | 0.02% | No change | 485 | $297K |
| Beese Fulmer Investment Management, Inc. | 0.02% | Add +11.8% | 485 | $297K |
| Fusion Capital, LLC | 0.09% | New | 473 | $297K |
| McNamara Financial Services, Inc. | 0.06% | No change | 484 | $296K |
| Measured Wealth Private Client Group, LLC | 0.08% | Reduce -27.5% | 482 | $295K |
| Curio Wealth, LLC | 0.12% | No change | 482 | $295K |
| Northwest Quadrant Wealth Management, LLC | 0.06% | New | 482 | $295K |
| Evensky & Katz LLC | 0.02% | Reduce -29.5% | 482 | $295K |
| Rodgers & Associates, LTD | 0.03% | No change | 481 | $295K |
| Paradigm Capital Management, LLC | 0.29% | New | 480 | $294K |
| Delta Financial Advisors LLC | 0.08% | New | 479 | $293K |
| Tanglewood Legacy Advisors, LLC | 0.11% | No change | 478 | $293K |
| Scientech Research LLC | 0.10% | New | 478 | $293K |
| Capital Counsel LLC | 0.01% | Reduce -2.0% | 478 | $293K |
| BKM Wealth Management, LLC | 0.11% | New | 476 | $291K |
| O'ROURKE & COMPANY, Inc | 0.12% | Add +0.2% | 476 | $291K |
| Stolper Co | 0.09% | No change | 476 | $291K |
| Golden Bell Financial Planning LLC | 0.25% | New | 475 | $291K |
| CNB Bank | 0.12% | Add +189.6% | 475 | $291K |
| United Bank | 0.10% | Add +1.9% | 474 | $290K |
| Centerpoint Advisors, LLC | 0.09% | No change | 473 | $290K |
| Strategic Equity Management | 0.11% | Reduce -1.7% | 473 | $290K |
| Encompass Wealth Advisors, LLC | 0.10% | New | 472 | $289K |
| Divergent Planning, LLC | 0.08% | No change | 469 | $289K |
| Blue Fin Capital, Inc. | 0.05% | New | 471 | $288K |
| Hilltop Wealth Advisors, LLC | 0.15% | No change | 471 | $288K |
| Client First Investment Management LLC | 0.15% | New | 468 | $287K |
| Cornerstone Advisors Asset Management, LLC | 0.05% | New | 468 | $287K |
| Meritas Wealth Management, LLC | 0.14% | Reduce -6.8% | 466 | $286K |
| Whipplewood Advisors, LLC | 0.19% | Reduce -1.7% | 466 | $285K |
| Highland Financial Advisors, LLC | 0.08% | New | 464 | $284K |
| Wealthspan Partners, LLC | 0.11% | No change | 463 | $284K |
| Platt Investment Counsel, LLC | 0.22% | Add +5.0% | 463 | $284K |
| Fluent Financial, LLC | 0.11% | No change | 463 | $284K |
| RIA Advisory Group LLC | 0.07% | Add +6.5% | 461 | $282K |
| Riverstone Advisors, LLC | 0.14% | No change | 460 | $282K |
| ARK & TLK Investments, LLC | 0.09% | Add +11.7% | 459 | $281K |
| Waterford Advisors, LLC | 0.10% | Reduce -36.4% | 459 | $281K |
| Centennial Wealth Advisory LLC | 0.08% | Add +3.1% | 459 | $281K |
| North Ridge Wealth Advisors, Inc. | 0.16% | New | 458 | $280K |
| Canandaigua National Trust Co of Florida | 0.22% | Reduce -28.3% | 458 | $280K |
| Core Wealth Management, Inc. | 0.09% | New | 457 | $280K |
| Atlas Brown,Inc. | 0.08% | No change | 457 | $280K |
| Outlook Wealth Advisors, LLC | 0.07% | No change | 451 | $276K |
| KKM Financial LLC | 0.09% | Reduce -88.1% | 451 | $276K |
| M. Kraus & Co | 0.08% | No change | 450 | $276K |
| Total Wealth Planning, LLC | 0.03% | New | 449 | $275K |
| Tenret Co LLC | 0.14% | No change | 449 | $275K |
| Ramirez Asset Management, Inc. | 0.04% | No change | 448 | $274K |
| Montis Financial, LLC | 0.06% | Reduce -72.0% | 447 | $274K |
| SWP Financial LLC | 0.14% | Add +22.5% | 447 | $274K |
| Nia Impact Advisors, LLC | 0.09% | Add +4.0% | 447 | $274K |
| Financial Gravity Asset Management, Inc. | 0.05% | — | 446 | $273K |
| MRWM Advisors, LLC | 0.16% | No change | 445 | $273K |
| Fortem Financial Group, LLC | 0.08% | Reduce -4.7% | 444 | $272K |
| Evelyn Partners Investment Management Services Ltd | 0.04% | Reduce -32.7% | 444 | $272K |
| Abner Herrman & Brock LLC | 0.03% | New | 443 | $271K |
| Clarendon Private LLC | 0.25% | Add +1.1% | 442 | $270K |
| Commonwealth Financial Services, LLC | 0.05% | Add +24.9% | 441 | $270K |
| MinichMacGregor Wealth Management, LLC | 0.05% | New | 440 | $269K |
| Access Financial Services, Inc. | 0.10% | New | 440 | $269K |
| ESL Trust Services, LLC | 0.05% | Reduce -9.7% | 439 | $269K |
| Planning Center, Inc. | 0.03% | Reduce -1.1% | 438 | $268K |
| Hutchinson Financial Advisors, INC | 0.26% | Reduce -2.3% | 435 | $266K |
| Scott & Selber, Inc. | 0.07% | Add +0.2% | 434 | $266K |
| Ballast, Inc. | 0.06% | No change | 434 | $266K |
| DDD Partners, LLC | 0.02% | Reduce -22.2% | 434 | $266K |
| Leeward Financial Partners, LLC | 0.08% | Reduce -29.2% | 434 | $266K |
| Team Hewins, LLC | 0.09% | Reduce -3.4% | 432 | $265K |
| Avant Capital LLC | 0.19% | Reduce -1.1% | 433 | $265K |
| Seneca House Advisors | 0.11% | Reduce -12.0% | 432 | $265K |
| Bayshore Asset Management, LLC | 0.11% | No change | 432 | $265K |
| Vertex Planning Partners, LLC | 0.05% | Add +0.5% | 431 | $264K |
| James Reed Financial Services, Inc. | 0.24% | No change | 430 | $263K |
| Mid-American Wealth Advisory Group, Inc. | 0.12% | New | 430 | $263K |
| Financial Alternatives, Inc | 0.16% | Reduce -2.7% | 429 | $263K |
| Cosner Financial Group, LLC | 0.14% | New | 428 | $262K |
| Benson Investment Management Company, Inc. | 0.09% | Add +4.9% | 428 | $262K |
| Wealth Preservation Advisors, LLC | 0.15% | Add +1.4% | 428 | $262K |
| New World Advisors LLC | 0.05% | New | 426 | $261K |
| Waterway Wealth Management, LLC | 0.06% | Add +0.2% | 426 | $261K |
| Stephenson & Company, Inc. | 0.15% | New | 426 | $261K |
| Security National Bank of So Dak | 0.13% | New | 425 | $260K |
| Seaview Investment Managers LLC | 0.10% | Reduce -42.4% | 423 | $259K |
| S&co Inc. | 0.02% | No change | 423 | $259K |
| Traub Capital Management LLC | 0.26% | Add +16.6% | 422 | $259K |
| WPWealth LLP | 0.04% | Add +1.2% | 421 | $258K |
| Bravias Capital Group, LLC | 0.17% | Reduce -8.5% | 419 | $257K |
| LVZ, Inc. | 0.03% | Add +9.7% | 419 | $257K |
| Greater Midwest Financial Group, LLC | 0.17% | No change | 418 | $256K |
| Gratus Wealth Advisors, LLC | 0.04% | No change | 418 | $256K |
| Gilliland Jeter Wealth Management LLC | 0.08% | Reduce -10.7% | 418 | $256K |
| Security National Bank of Sioux City Iowa | 0.17% | Reduce -1.6% | 417 | $255K |
| Powell Investment Advisors, LLC | 0.09% | Add +1.5% | 416 | $255K |
| Sicart Associates LLC | 0.07% | Reduce -5.7% | 416 | $255K |
| Capital Insight Partners, LLC | 0.04% | Reduce -1.7% | 415 | $254K |
| Riggs Asset Managment Co. Inc. | 0.06% | Add +0.5% | 415 | $254K |
| Flagship Private Wealth, LLC | 0.10% | Add +0.2% | 414 | $254K |
| Aire Advisors, LLC | 0.05% | Add +0.2% | 414 | $253K |
| Silver Oak Advisory Group, Inc. | 0.11% | No change | 413 | $253K |
| Financial Guidance Group, Inc. | 0.11% | No change | 413 | $253K |
| Samlyn Capital, LLC | 0.00% | Reduce -1.9% | 413 | $253K |
| Northside Capital Management, LLC | 0.02% | No change | 412 | $253K |
| SevenBridge Financial Group, LLC | 0.04% | Add +4.7% | 400 | $251K |
| Great Waters Wealth Management | 0.03% | Add +6.5% | 410 | $251K |
| Affinity Wealth Management LLC | 0.04% | Add +9.3% | 410 | $251K |
| Banque Cantonale Vaudoise | 0.01% | Reduce -2.6% | 410 | $251K |
| Poinciana Advisors Group, LLC | 0.21% | Reduce -29.7% | 410 | $251K |
| Seneca Financial Advisors LLC | 0.08% | Add +0.2% | 410 | $251K |
| Two Sigma Securities, LLC | 0.04% | Reduce -25.9% | 409 | $250K |
| Twelve Points Wealth Management LLC | 0.06% | Reduce -2.6% | 407 | $249K |
| PUREfi Wealth, LLC | 0.19% | No change | 407 | $249K |
| Searle & Co. | 0.07% | No change | 405 | $248K |
| Brown Miller Wealth Management, LLC | 0.07% | No change | 404 | $247K |
| Altus Wealth Group LLC | 0.10% | New | 404 | $247K |
| BankPlus Trust Department | 0.07% | No change | 404 | $247K |
| Orleans Capital Management Corp. | 0.16% | Reduce -42.7% | 403 | $247K |
| Tempus Wealth Planning, LLC | 0.06% | Reduce -0.5% | 403 | $247K |
| Birchcreek Wealth Management, LLC | 0.13% | Add +1.8% | 401 | $246K |
| Wells Financial Advisors INC | 0.33% | No change | 400 | $245K |
| General Partner, Inc. | 0.13% | No change | 400 | $245K |
| Harvest Investment Services, LLC | 0.05% | Reduce -69.8% | 399 | $245K |
| Meadowbrook Wealth Management, LLC | 0.25% | — | 398 | $244K |
| Hobart Private Capital, LLC | 0.05% | No change | 398 | $244K |
| David J Yvars Group | 0.13% | No change | 397 | $243K |
| Goldstein Advisors, LLC | 0.03% | New | 397 | $243K |
| RMR Capital Management, LLC | 0.17% | No change | 395 | $242K |
| Hunter Associates Investment Management LLC | 0.03% | No change | 394 | $242K |
| Salus Financial Advisors, LLC | 0.15% | No change | 395 | $242K |
| Planwiser Financial, LLC | 0.19% | Reduce -1.0% | 384 | $241K |
| Financial Security Advisor, Inc. | 0.05% | No change | 392 | $241K |
| Old Port Advisors | 0.06% | Reduce -1.3% | 391 | $239K |
| Satovsky Asset Management LLC | 0.05% | Add +7.4% | 390 | $239K |
| Voisard Asset Management Group, Inc. | 0.06% | Reduce -1.3% | 390 | $239K |
| Vaughan David Investments LLC | 0.01% | New | 391 | $239K |
| Tucker Asset Management LLC | 0.07% | Add +14.4% | 389 | $238K |
| Fogel Capital Management, Inc. | 0.11% | Reduce -2.0% | 388 | $238K |
| ONE Advisory Partners, LLC | 0.07% | Reduce -13.0% | 387 | $236K |
| Abbot Financial Management, Inc. | 0.10% | Reduce -11.5% | 385 | $236K |
| Greenup Street Wealth Management LLC | 0.04% | Add +1.3% | 383 | $235K |
| Signature Wealth Management Partners, LLC | 0.12% | No change | 381 | $233K |
| Resurgent Financial Advisors LLC | 0.11% | Reduce -5.9% | 380 | $233K |
| Seven Post Investment Office LP | 0.08% | No change | 380 | $233K |
| Financial Partners Group, Inc | 0.03% | New | 380 | $233K |
| Spectrum Financial Alliance Ltd LLC | 0.06% | Reduce -19.2% | 379 | $232K |
| S.E.E.D. Planning Group LLC | 0.07% | New | 378 | $231K |
| Redwood Financial Network Corp | 0.15% | Reduce -4.8% | 377 | $231K |
| Carr Financial Group Corp | 0.06% | No change | 377 | $231K |
| Paces Ferry Wealth Advisors, LLC | 0.10% | Reduce -7.4% | 377 | $231K |
| Capital Investment Counsel, LLC | 0.03% | New | 376 | $230K |
| Avaii Wealth Management, LLC | 0.09% | Add +1.4% | 376 | $230K |
| Gallagher Capital Advisors, LLC | 0.13% | New | 365 | $229K |
| Opinicus Capital, Inc. | 0.16% | New | 372 | $228K |
| Ramsay, Stattman, Vela & Price, Inc. | 0.04% | No change | 371 | $227K |
| Rockline Wealth Management, LLC | 0.05% | Add +0.5% | 371 | $227K |
| Courage Miller Partners, LLC | 0.07% | Add +3.9% | 370 | $227K |
| Randolph Co Inc | 0.02% | No change | 368 | $225K |
| Aldebaran Financial Inc. | 0.23% | New | 368 | $225K |
| Arvest Bank Trust Division | 0.01% | No change | 366 | $224K |
| Ellenbecker Investment Group | 0.03% | Reduce -5.7% | 365 | $224K |
| PMV Capital Advisers, LLC | 0.43% | New | 365 | $224K |
| Marathon Capital Management | 0.05% | Reduce -15.1% | 365 | $224K |
| Banque Transatlantique SA | 0.01% | No change | 365 | $224K |
| Moneywise, Inc. | 0.10% | Add +2.5% | 365 | $223K |
| Knuff & Co LLC | 0.06% | No change | 363 | $222K |
| Aureus Asset Management, LLC | 0.01% | Add +2.3% | 362 | $221K |
| Fca Corp. | 0.06% | New | 361 | $221K |
| Transatlantique Private Wealth LLC | 0.07% | Reduce -50.4% | 360 | $220K |
| Hiley Hunt Wealth Management | 0.10% | Reduce -15.3% | 360 | $220K |
| Private Management Group Inc. | 0.01% | Reduce -13.7% | 359 | $220K |
| ZEGA Investments, LLC | 0.05% | Reduce -20.4% | 359 | $220K |
| Live Oak Private Wealth LLC | 0.03% | Reduce -14.3% | 358 | $219K |
| LWM Advisors Inc. | 0.20% | Reduce -10.9% | 358 | $219K |
| Copia Wealth Management | 0.16% | Reduce -3.0% | 357 | $219K |
| Bridge Creek Capital Management LLC | 0.06% | New | 357 | $218K |
| Your Advocates Ltd., LLP | 0.07% | Add +158.7% | 357 | $218K |
| Sonoma Private Wealth LLC | 0.26% | New | 355 | $217K |
| Compass Financial Group, Inc. | 0.10% | No change | 355 | $217K |
| SKY-Mountain Capital Management, Inc. | 0.15% | New | 354 | $217K |
| Continental Investors Services, Inc. | 0.32% | New | 354 | $216K |
| Grant Street Asset Management, Inc. | 0.05% | Reduce -4.6% | 353 | $216K |
| Everpar Advisors LLC | 0.09% | New | 352 | $215K |
| Allodium Investment Consultants, LLC | 0.12% | Reduce -3.0% | 352 | $215K |
| Reynders McVeigh Capital Management, LLC | 0.01% | New | 351 | $215K |
| Portfolio Strategies, Inc. | 0.03% | New | 351 | $215K |
| M Wealth Management, LLC | 0.19% | New | 350 | $214K |
| Archer Investment Management, LLC | 0.13% | Reduce -12.1% | 350 | $214K |
| Proactive Wealth Strategies LLC | 0.09% | New | 348 | $213K |
| Windsor Advisory Group, LLC | 0.19% | Add +11433.3% | 346 | $212K |
| Buck Wealth Strategies, LLC | 0.03% | New | 345 | $211K |
| Trexquant Investment LP | 0.00% | Reduce -37.8% | 345 | $211K |
| Norris Perne & French LLP | 0.01% | New | 345 | $211K |
| Gerber, LLC | 0.13% | New | 344 | $211K |
| SJS Investment Consulting Inc. | 0.03% | Add +1276.0% | 344 | $211K |
| Provident Wealth Management, LLC | 0.06% | No change | 343 | $210K |
| Westbourne Investment Advisors, Inc. | 0.06% | New | 341 | $209K |
| VeraBank, N.A. | 0.04% | New | 340 | $208K |
| Beaton Management Co. Inc. | 0.09% | New | 340 | $208K |
| Natural Investments, LLC | 0.05% | New | 633 | $207K |
| Triune Financial Partners, LLC | 0.05% | New | 338 | $207K |
| Patrick M Sweeney & Associates, Inc. | 0.13% | New | 337 | $206K |
| WealthTrust Asset Management, LLC | 0.14% | New | 336 | $206K |
| Mindset Wealth Management, LLC | 0.06% | New | 336 | $206K |
| Armstrong Henry H Associates Inc. | 0.02% | New | 336 | $206K |
| NBZ Investment Advisors LLC | 0.11% | New | 333 | $204K |
| Disciplined Investments, LLC | 0.08% | New | 332 | $204K |
| Cedar Point Capital Partners, LLC | 0.13% | New | 332 | $203K |
| Simmons Bank | 0.01% | Reduce -40.0% | 332 | $203K |
| KW Wealth Management LLC | 0.35% | — | 331 | $203K |
| Delta Investment Management, LLC | 0.04% | New | 331 | $203K |
| Tiemann Investment Advisors, LLC | 0.08% | Reduce -28.2% | 331 | $203K |
| Journey Advisory Group, LLC | 0.01% | New | 330 | $202K |
| Koa Wealth Management, LLC | 0.15% | New | 329 | $202K |
| Lewis Asset Management, LLC | 0.08% | New | 328 | $201K |
| Aspect Partners, LLC | 0.09% | No change | 328 | $201K |
| Old Mission Investment Co LLC | 0.05% | New | 327 | $201K |
| Elyxium Wealth, LLC | 0.07% | New | 328 | $201K |
| Mason & Associates, LLC | 0.05% | No change | 353 | $201K |
| Field & Main Bank | 0.06% | No change | 322 | $197K |
| Wagner Wealth Management, LLC | 0.05% | No change | 317 | $194K |
| Pin Oak Investment Advisors Inc. | 0.14% | No change | 311 | $191K |
| Inlight Wealth Management, LLC | 0.09% | Add +14.0% | 309 | $189K |
| Register Financial Advisors LLC | 0.07% | Add +3.0% | 306 | $187K |
| Alexis Investment Partners, LLC | 0.02% | New | 302 | $185K |
| Kings Path Partners LLC | 0.07% | Add +4.5% | 301 | $184K |
| Elevation Wealth Partners, LLC | 0.07% | Add +10.7% | 300 | $184K |
| Avalon Trust Co | 0.01% | Add +20.4% | 295 | $181K |
| Optimum Investment Advisors | 0.07% | No change | 295 | $181K |
| Keener Financial Planning LLC | 0.08% | Reduce -49.5% | 294 | $180K |
| Roxbury Financial LLC | 0.16% | Add +0.3% | 291 | $178K |
| Clayton Financial Group LLC | 0.13% | New | 283 | $173K |
| American National Bank & Trust | 0.02% | Add +1.1% | 280 | $171K |
| 2UniFi Bank | 0.09% | No change | 279 | $171K |
| Davis Capital Management | 0.11% | — | 263 | $161K |
| Frisco Financial Planning LLC | 0.13% | Add +8.9% | 257 | $158K |
| AllSquare Wealth Management LLC | 0.08% | No change | 256 | $157K |
| IFS Advisors, LLC | 0.09% | Reduce -3.8% | 255 | $156K |
| North Capital, Inc. | 0.12% | Add +0.4% | 254 | $155K |
| Stone House Investment Management, LLC | 0.03% | No change | 245 | $150K |
| REAP Financial Group, LLC | 0.03% | No change | 244 | $149K |
| Rowlandmiller & Partners.adv | 0.03% | No change | 238 | $146K |
| Joseph Group Capital Management | 0.04% | Reduce -21.6% | 239 | $146K |
| WFA Asset Management Corp | 0.08% | Add +3.0% | 277 | $146K |
| Family Legacy Financial Solutions, LLC | 0.11% | No change | 233 | $143K |
| Wallace Hart LLC | 0.10% | New | 230 | $141K |
| Jackson Hole Capital Partners, LLC | 0.02% | No change | 230 | $141K |
| Chelsea Counsel Co. | 0.06% | No change | 228 | $140K |
| Global Trust Asset Management, LLC | 0.06% | Add +24.6% | 228 | $140K |
| Centennial Bank | 0.05% | Reduce -11.8% | 224 | $137K |
| Chesapeake Asset Management LLC | 0.12% | Reduce -7.2% | 219 | $134K |
| Breakwater Investment Management | 0.05% | No change | 219 | $134K |
| Westend Capital Management, LLC | 0.04% | No change | 218 | $133K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 218 | $133K |
| Clarity Asset Management, Inc. | 0.07% | Add +8.3% | 209 | $128K |
| Godsey & Gibb, Inc. | 0.01% | Reduce -55.2% | 206 | $126K |
| Accredited Wealth Management, LLC | 0.09% | Reduce -51.2% | 100 | $126K |
| Dogwood Wealth Management LLC | 0.06% | Add +3.5% | 204 | $125K |
| Kiker Wealth Management, LLC | 0.06% | Add +124.2% | 204 | $125K |
| Weaver Capital Management LLC | 0.03% | New | 202 | $124K |
| Truvestments Capital LLC | 0.02% | Add +42.3% | 202 | $124K |
| Gold Investment Management Ltd. | 0.04% | No change | 199 | $122K |
| Game Plan Financial Advisors, LLC | 0.06% | No change | 197 | $121K |
| BTG Pactual Asset Management US LLC | 0.01% | No change | 211 | $120K |
| Murphy & Mullick Capital Management Corp | 0.09% | Add +1041.2% | 194 | $119K |
| PFS Partners, LLC | 0.06% | Reduce -5.0% | 192 | $118K |
| Deane Retirement Strategies, Inc. | 0.05% | No change | 192 | $118K |
| WPG Advisers, LLC | 0.09% | No change | 190 | $116K |
| Pinney & Scofield, Inc. | 0.07% | Add +0.6% | 184 | $113K |
| CGC Financial Services, LLC | 0.03% | Reduce -22.6% | 181 | $111K |
| FSA Wealth Management LLC | 0.04% | Add +0.3% | 962 | $106K |
| Bank & Trust Co | 0.08% | No change | 172 | $105K |
| Burkett Financial Services, LLC | 0.03% | No change | 163 | $100K |
| Woodard & Co. Asset Management Group Inc. | 0.02% | Add +4.0% | 158 | $97K |
| Chung Wu Investment Group, LLC | 0.08% | No change | 150 | $92K |
| Acima Private Wealth, LLC | 0.03% | No change | 150 | $92K |
| Goodman Advisory Group, LLC | 0.02% | No change | 150 | $92K |
| Mechanics Financial Corp | 0.03% | No change | 149 | $91K |
| Vision Financial Markets LLC | 0.07% | No change | 141 | $86K |
| Ballast Advisors LLC | 0.02% | Add +191.7% | 140 | $86K |
| Hoey Investments, Inc. | 0.01% | Reduce -57.4% | 136 | $83K |
| Decker Retirement Planning Inc. | 0.05% | Reduce -98.3% | 134 | $82K |
| Lummis Asset Management, LP | 0.05% | No change | 133 | $81K |
| Founders Capital Management | 0.04% | No change | 128 | $78K |
| SIMA Wealth Partners, LLC | 0.06% | Reduce -0.8% | 126 | $77K |
| Pflug Koory, LLC | 0.04% | Reduce -12.2% | 122 | $74K |
| FWL Investment Management, LLC | 0.02% | Add +20.0% | 120 | $73K |
| Cordant, Inc. | 0.03% | Reduce -89.4% | 116 | $71K |
| 1620 Investment Advisors, Inc. | 0.05% | Reduce -2.5% | 115 | $70K |
| Navigoe, LLC | 0.04% | No change | 114 | $69K |
| Lynch Asset Management, Inc. | 0.02% | Add +13.4% | 110 | $67K |
| Zeit Capital LLC | 0.04% | No change | 102 | $62K |
| Noble Wealth Management PBC | 0.03% | — | 100 | $61K |
| Summit Securities Group LLC | 0.02% | New | 100 | $61K |
| Quaker Wealth Management, LLC | 0.02% | Add +117.4% | 100 | $61K |
| Harbor Asset Planning, Inc. | 0.05% | Add +1.0% | 98 | $60K |
| Strategic Advocates LLC | 0.02% | New | 98 | $60K |
| Pension & Wealth Management Advisors, Inc. | 0.02% | Add +3.2% | 97 | $60K |
| Kozak & Associates, Inc. | 0.01% | Reduce -7.6% | 97 | $59K |
| Kennebec Savings Bank | 0.05% | Add +1.1% | 95 | $58K |
| West Oak Capital, LLC | 0.03% | No change | 93 | $57K |
| New England Capital Financial Advisors LLC | 0.02% | Add +8900.0% | 90 | $55K |
| Eukles Asset Management | 0.02% | No change | 90 | $55K |
| American Wealth Advisors, LLC | 0.05% | — | 90 | $55K |
| Legacy Wealth Managment, LLC | 0.02% | Reduce -7.3% | 89 | $55K |
| Sherman Asset Management, Inc. | 0.05% | Reduce -1.1% | 87 | $53K |
| True Wealth Design, LLC | 0.02% | Add +822.2% | 83 | $51K |
| Lowe Wealth Advisors, LLC | 0.02% | Add +3750.0% | 77 | $47K |
| Tripletail Wealth Management, LLC | 0.05% | New | 75 | $46K |
| GGM Financial LLC | 0.02% | New | 74 | $45K |
| Cedar Mountain Advisors, LLC | 0.01% | New | 73 | $45K |
| Bay Harbor Wealth Management, LLC | 0.01% | No change | 72 | $44K |
| Financial Network Wealth Advisors LLC | 0.05% | Reduce -45.7% | 70 | $43K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.07% | No change | 69 | $42K |
| Turning Point Benefit Group, Inc. | 0.02% | New | 67 | $41K |
| Marshall & Sterling Wealth Advisors Inc. | 0.03% | Reduce -37.0% | 68 | $41K |
| Matrix Private Capital Group LLC | 0.02% | Reduce -64.9% | 65 | $40K |
| Punch & Associates Investment Management, Inc. | 0.00% | Reduce -51.9% | 62 | $38K |
| Corundum Trust Company, INC | 0.08% | New | 60 | $37K |
| Atwood & Palmer Inc. | 0.00% | No change | 60 | $37K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 57 | $35K |
| Bernard Wealth Management Corp. | 0.01% | No change | 54 | $33K |
| Contravisory Investment Management, Inc. | 0.01% | Add +35.9% | 53 | $32K |
| Premier Financial Group | 0.01% | No change | 51 | $31K |
| Front Row Advisors LLC | 0.01% | No change | 50 | $31K |
| Redmont Wealth Advisors LLC | 0.04% | No change | 48 | $29K |
| Clear Investment Research, LLC | 0.04% | New | 45 | $28K |
| Thompson Investment Management, Inc. | 0.00% | No change | 44 | $27K |
| Innovative Advisory Group, LLC | 0.02% | No change | 43 | $26K |
| Morton Brown Family Wealth, LLC | 0.01% | Reduce -67.5% | 39 | $24K |
| Horrell Capital Management, Inc. | 0.01% | No change | 38 | $23K |
| Milestone Investment Advisors LLC | 0.01% | No change | 37 | $23K |
| Abich Financial Wealth Management LLC | 0.01% | — | 36 | $22K |
| Hughes Financial Services, LLC | 0.00% | Add +30.4% | 30 | $19K |
| Bare Financial Services, Inc | 0.01% | No change | 28 | $17K |
| EPG Wealth Management LLC | 0.00% | Reduce -75.7% | 28 | $17K |
| Aviso Financial Inc. | 0.00% | No change | 28 | $17K |
| 1 North Wealth Services LLC | 0.01% | No change | 26 | $16K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | Reduce -83.2% | 25 | $15K |
| Broadwater Capital Management LLC | 0.01% | Reduce -99.8% | 24 | $15K |
| Arvest Investments, Inc. | 0.00% | No change | 18 | $11K |
| Valued Wealth Advisors LLC | 0.00% | No change | 17 | $10K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 17 | $10K |
| Delos Wealth Advisors, LLC | 0.01% | No change | 15 | $9K |
| Byrne Asset Management LLC | 0.01% | New | 14 | $9K |
| Horizon Financial Services, LLC | 0.00% | No change | 13 | $8K |
| ROSS\JOHNSON & Associates LLC | 0.15% | No change | 13 | $8K |
| Rice Partnership, LLC | 0.00% | No change | 12 | $7K |
| Bradley & Co. Private Wealth Management, LLC | 0.00% | No change | 9 | $6K |
| Perritt Capital Management Inc | 0.00% | Add +60.0% | 8 | $5K |
| Aberdeen Wealth Management LLC | 0.00% | No change | 7 | $4K |
| Principia Wealth Advisory, LLC | 0.00% | No change | 6 | $4K |
| Gould Capital, LLC | 0.00% | No change | 6 | $4K |
| Friedenthal Financial | 0.00% | No change | 5 | $3K |
| Creative Capital Management Investments LLC | 0.00% | New | 5 | $3K |
| Aventus Investment Advisors, Inc. | 0.00% | No change | 4 | $2K |
| Covestor Ltd | 0.00% | No change | 3 | $2K |
| Barnes Dennig Private Wealth Management LLC | 0.00% | No change | 2 | $2K |
| Birchbrook, Inc. | 0.00% | New | 2 | $1K |
| Greykasell Wealth Strategies, Inc. | 0.00% | New | 2 | $1K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 2 | $1K |
| CKW Financial Group | 0.00% | New | 2 | $1K |
| Wellington Shields & Co., LLC | 0.00% | No change | 1 | $612 |
| Miller Wealth Advisors, LLC | 0.00% | New | 1 | $612 |
| Transce3nd, LLC | 0.00% | Reduce -99.7% | 114 | $409 |
"% 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.