Vanguard S&P 500 ETFVOOETF
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 3,866 institutions reported holding Vanguard S&P 500 ETF (VOO) in their 13F filings, up 12 from Q4 2025. 147 opened new positions and 134 sold out. The largest holders were Vanguard Global Advisers, LLC ($23.7B), California Public Employees Retirement System ($20.1B) and Raymond James Financial Inc. ($18.3B). 8 famous investors held it, including Leon Cooperman (0.9% of Omega Advisors (Leon Cooperman)'s portfolio), Joel Greenblatt (0.5% of Gotham Asset Management's portfolio) and Israel Englander (0.5% of Millennium 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 147 | $2.2B |
| Exits | 134 | $8.2B |
All 13F filers, Q4 2025 → Q1 2026: 58,065,397 shares bought and 70,607,482 shares sold, net −12,542,085 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3,866 holders
| Vanguard Global Advisers, LLC | 12.69% | — | 39,600,312 | $23.7B |
| California Public Employees Retirement System | 12.37% | Add +6.5% | 33,635,939 | $20.1B |
| Raymond James Financial Inc. | 5.65% | Add +4.4% | 30,640,543 | $18.3B |
| Bank of America Corp. | 1.20% | Add +1.3% | 27,441,061 | $16.4B |
| JPMorgan Chase & Co. | 1.08% | Add +133.2% | 27,256,597 | $15.8B |
| Morgan Stanley | 0.88% | Reduce -0.8% | 24,365,727 | $14.6B |
| Jones Financial Companies LLLP | 4.79% | Add +18.4% | 17,095,668 | $10.0B |
| Goldman Sachs Group Inc. | 1.18% | Add +2.3% | 15,062,213 | $9.0B |
| Envestnet Asset Management Inc. | 1.71% | Add +64.4% | 10,680,171 | $6.4B |
| Acorns Advisers, LLC | 42.68% | Add +4.6% | 9,608,371 | $5.7B |
| LPL Financial LLC | 1.02% | Reduce -6.1% | 6,401,368 | $3.8B |
| Wells Fargo & Company | 0.75% | Add +1.2% | 6,246,795 | $3.7B |
| Royal Bank of Canada | 0.70% | Reduce -70.9% | 6,218,552 | $3.7B |
| Natixis | 14.70% | Reduce -26.1% | 6,093,641 | $3.6B |
| Mercer Global Advisors Inc. | 4.65% | Reduce -2.3% | 5,258,941 | $3.1B |
| Cerity Partners LLC | 4.36% | Add +9.7% | 5,140,749 | $3.1B |
| UBS Group AG | 0.50% | Add +16.1% | 4,680,514 | $2.8B |
| Assetmark, Inc. | 4.54% | Add +7.5% | 3,723,036 | $2.2B |
| Ameriprise Financial Inc. | 0.51% | Reduce -25.9% | 3,698,917 | $2.2B |
| Clal Insurance Enterprises Holdings Ltd | 13.33% | Add +2.0% | 3,687,384 | $2.2B |
| USS Investment Management Ltd | 8.87% | Add +760.0% | 3,495,162 | $2.1B |
| Alberta Investment Management Corp | 13.77% | Add +72.1% | 3,358,186 | $2.0B |
| Citigroup Inc. | 1.19% | Reduce -1.4% | 3,113,317 | $1.9B |
| Moneta Group Investment Advisors LLC | 13.52% | Reduce -1.0% | 3,006,863 | $1.8B |
| National Mutual Insurance Federation of Agricultural Cooperatives | 13.46% | No change | 2,925,650 | $1.7B |
| Northwestern Mutual Wealth Management Co. | 1.06% | Add +7.7% | 2,887,575 | $1.7B |
| Corient Private Wealth LP | 2.43% | Add +2.2% | 2,985,961 | $1.7B |
| Cambridge Associates LLC /Ma/ | 26.41% | Add +0.9% | 2,769,562 | $1.7B |
| Focus Partners Wealth | 1.78% | Add +0.4% | 2,671,958 | $1.6B |
| HighTower Advisors, LLC | 1.68% | Add +2.9% | 2,651,883 | $1.6B |
| Bank of Korea | 35.85% | Add +92.9% | 2,479,662 | $1.5B |
| Cliftonlarsonallen Wealth Advisors, LLC | 20.10% | Add +9.6% | 2,297,214 | $1.4B |
| Trans-Canada Capital Inc. | 91.24% | Reduce -13.6% | 2,122,306 | $1.3B |
| BlackRock, Inc. | 0.02% | Add +40.6% | 2,118,183 | $1.3B |
| FJ Investments, LLC | 82.50% | Add +0.3% | 2,117,354 | $1.3B |
| Cetera Investment Advisers | 1.27% | Add +3.2% | 2,000,963 | $1.2B |
| Cambridge Investment Research Advisors, Inc. | 2.98% | Add +1.6% | 1,935,246 | $1.2B |
| Natixis Advisors, LLC | 1.58% | Add +80.6% | 1,904,963 | $1.1B |
| Glenmede Trust Co. NA | 5.34% | Add +2.7% | 1,819,896 | $1.1B |
| Rakuten Investment Management, Inc. | 2.15% | Add +100.0% | 1,734,018 | $1.1B |
| E-L Financial Corp Ltd | 100.00% | Reduce -14.4% | 1,266,574 | $1.0B |
| Pathstone Holdings, LLC | 3.96% | Add +1.9% | 1,665,413 | $995.2M |
| Clearstead Advisors, LLC | 9.04% | Add +41.5% | 1,655,762 | $989.4M |
| Alliancebernstein L.P. | 0.32% | Add +10.7% | 1,564,983 | $981.4M |
| Creative Planning | 0.66% | Add +6.9% | 1,618,133 | $966.9M |
| United Capital Financial Advisors, LLC | 5.93% | Add +0.8% | 1,608,662 | $961.8M |
| OMERS ADMINISTRATION Corp | 6.11% | New | 1,587,839 | $949.4M |
| Stifel Financial Corp. | 0.87% | Add +1.3% | 1,582,234 | $945.5M |
| Fisher Asset Management | 0.32% | Add +1.4% | 1,572,634 | $939.7M |
| Investure, LLC | 45.33% | Reduce -14.3% | 1,546,858 | $924.3M |
| Innovator Capital Management, LLC | 99.63% | — | 1,542,283 | $921.6M |
| Manufacturers Life Insurance Company, The | 0.78% | Add +5.4% | 1,507,387 | $900.7M |
| Plante Moran Financial Advisors, LLC | 56.39% | Add +3.7% | 1,459,078 | $871.9M |
| Prudential Financial Inc. | 1.07% | Add +55.6% | 1,449,168 | $866.0M |
| Angeles Investment Advisors, LLC | 56.50% | Add +19.1% | 1,406,636 | $840.5M |
| Rockefeller Capital Management L.P. | 1.48% | Add +1.5% | 1,396,649 | $834.6M |
| JMG Financial Group, Ltd. | 22.94% | Add +4.1% | 1,394,763 | $833.4M |
| Nicholas Hoffman & Company, LLC. | 19.21% | Add +0.4% | 1,392,756 | $832.2M |
| Bank of Montreal | 0.33% | Reduce -9.3% | 1,349,585 | $806.4M |
| Commonwealth Equity Services, LLC | 1.11% | Reduce -1.3% | 1,329,853 | $794.7M |
| Freestone Grove Partners LP | 5.72% | Reduce -3.7% | 1,319,752 | $788.6M |
| Barclays PLC | 0.27% | Add +2169.8% | 1,258,559 | $752.1M |
| Osaic Holdings, Inc. | 1.08% | Reduce -5.0% | 1,237,277 | $740.0M |
| West Virginia University Foundation, Inc | 44.69% | Add +171.4% | 1,227,384 | $733.4M |
| Country Trust Bank | 13.60% | Reduce -1.1% | 1,197,012 | $715.3M |
| Cresset Asset Management, LLC | 3.09% | Add +132.1% | 1,194,480 | $713.8M |
| Schroder Investment Management Group | 0.58% | Add +16.1% | 1,217,426 | $707.2M |
| Captrust Financial Advisors | 1.23% | Reduce -2.8% | 1,174,750 | $701.9M |
| Mirae Asset Global Investments Co., Ltd. | 1.95% | Reduce -27.9% | 1,139,295 | $680.8M |
| Truist Financial Corp. | 0.92% | Reduce -44.6% | 1,134,608 | $678.0M |
| Systematic Alpha Investments, LLC | 23.79% | No change | 1,132,544 | $676.8M |
| Wealthspire Advisors, LLC | 5.30% | Reduce -2.3% | 1,130,127 | $675.3M |
| Beacon Pointe Advisors, LLC | 3.44% | Add +85.2% | 1,084,220 | $647.9M |
| Dumac, Inc. | 76.96% | Add +42.0% | 1,056,580 | $631.4M |
| Summit Trail Advisors, LLC | 9.03% | Add +8.4% | 1,054,464 | $630.1M |
| Millennium Management | 0.48% | Add +100468.1% | 1,016,744 | $607.6M |
| CIBC Bancorp USA Inc. | 0.82% | — | 1,018,684 | $605.7M |
| Pandi, LLC | 98.31% | Add +1.7% | 1,003,284 | $599.5M |
| Nepc LLC | 11.64% | Reduce -3.9% | 978,154 | $584.5M |
| Baird Financial Group, Inc. | 0.89% | Add +9.2% | 958,001 | $572.5M |
| Constellation Investments, Inc. | 18.98% | Add +6.9% | 956,800 | $571.7M |
| CIBC Asset Management Inc | 1.38% | Add +2.0% | 944,624 | $564.5M |
| SWF LLC | 47.85% | Add +45.4% | 918,327 | $548.7M |
| Diversified Trust Co. | 10.07% | Add +2.4% | 908,858 | $543.1M |
| Mariner, LLC | 0.63% | Add +4.6% | 898,405 | $536.8M |
| Wealthfront Advisers LLC | 1.13% | Add +6.0% | 861,151 | $514.6M |
| Capstone Investment Advisors, LLC | 5.68% | Add +3.1% | 855,335 | $511.1M |
| Call To Action Foundation | 100.00% | Add +0.3% | 855,287 | $511.1M |
| P/E Global LLC | 40.26% | Reduce -3.4% | 854,860 | $510.8M |
| Teacher Retirement System of Texas | 2.11% | Reduce -87.2% | 846,831 | $506.0M |
| GenTrust, LLC | 21.12% | Add +6.4% | 825,917 | $493.5M |
| Kensington Asset Management, LLC | 26.35% | Add +17.4% | 809,879 | $483.9M |
| Citizens Financial Group Inc. | 6.38% | Add +2.6% | 767,033 | $458.3M |
| Neuberger Berman Group LLC | 0.35% | Add +9.0% | 764,533 | $456.8M |
| Alerus Financial NA | 22.44% | Add +0.7% | 758,535 | $453.3M |
| Fifth Third Bancorp | 0.81% | Add +31.0% | 739,979 | $442.2M |
| Norinchukin Bank, The | 5.11% | Add +62.9% | 733,080 | $438.1M |
| Vanguard Advisers Inc. | 1.66% | — | 709,232 | $423.8M |
| Bessemer Group Inc. | 0.65% | Reduce -4.9% | 688,987 | $411.7M |
| Quantinno Capital Management LP | 0.69% | Add +10.8% | 688,106 | $411.2M |
| AQR Capital Management | 0.19% | Add +20.2% | 686,523 | $410.2M |
| MML Investors Services, LLC | 1.13% | Reduce -15.2% | 679,381 | $406.0M |
| Provida Pension Fund Administrator | 6.77% | Reduce -53.1% | 673,604 | $402.5M |
| Texas Capital Bank Wealth Management Services Inc | 23.52% | Reduce -2.6% | 663,340 | $396.4M |
| Keybank National Association | 1.41% | Add +13.1% | 643,816 | $384.7M |
| Hollencrest Capital Management | 14.16% | Reduce -0.1% | 636,748 | $380.5M |
| Wellington Management Group LLP | 0.07% | Add +1.8% | 636,534 | $380.4M |
| FMR LLC | 0.02% | Add +8.7% | 632,869 | $378.2M |
| Robertson Stephens Wealth Management, LLC | 10.59% | Add +52.7% | 632,460 | $377.9M |
| Bokf, NA | 5.56% | Add +2.7% | 608,453 | $363.6M |
| NewEdge Advisors, LLC | 1.31% | Add +0.7% | 605,643 | $361.9M |
| Old National Bancorp | 6.04% | Add +12.0% | 603,093 | $360.4M |
| Tiaa-Cref Individual & Institutional Services, LLC | 1.39% | — | 602,774 | $360.2M |
| Wedbush Securities Inc. | 10.47% | Reduce -3.1% | 600,451 | $358.8M |
| Analyst IMS Investment Management Services Ltd. | 10.83% | Reduce -7.6% | 598,567 | $357.7M |
| Apollo Management Holdings, L.P. | 6.84% | New | 590,523 | $352.9M |
| NorthRock Partners, LLC | 5.67% | Add +6.1% | 588,417 | $351.6M |
| Wealth Enhancement Advisory Services, LLC | 0.77% | Reduce -34.0% | 582,041 | $348.8M |
| Acropolis Investment Management, LLC | 15.06% | Add +0.3% | 570,339 | $340.8M |
| Exchange Traded Concepts, LLC | 2.59% | Add +38.7% | 562,894 | $336.4M |
| SHP Wealth Management | 25.00% | Add +0.6% | 554,570 | $331.4M |
| Globe Life Inc. | 86.18% | No change | 549,183 | $328.2M |
| Northwestern Mutual Investment Management Company, LLC | 4.96% | Reduce -40.5% | 547,798 | $327.3M |
| Center for Financial Planning, Inc. | 33.95% | Add +0.5% | 544,225 | $325.2M |
| Allspring Global Investments Holdings, LLC | 0.53% | Add +2.8% | 523,144 | $315.1M |
| Sand Hill Global Advisors, LLC | 10.57% | Add +8.3% | 525,971 | $314.3M |
| Ieq Capital, LLC | 1.45% | Add +7.2% | 524,192 | $313.2M |
| Macquarie Group Ltd. | 1.85% | Reduce -78.1% | 520,000 | $310.7M |
| M&T Bank Corp | 1.02% | Add +8.4% | 518,672 | $309.9M |
| National Philanthropic Trust | 3.29% | Add +1.3% | 516,261 | $308.5M |
| Nomura Asset Management International Inc. | 0.53% | Reduce -30.4% | 516,226 | $308.5M |
| JBF Capital, Inc. | 45.12% | No change | 509,121 | $304.2M |
| Kestra Advisory Services, LLC | 1.15% | Add +13.9% | 507,917 | $303.5M |
| BOK Financial Private Wealth, Inc. | 18.30% | Add +1.3% | 506,947 | $302.9M |
| Valmark Advisers, Inc. | 3.57% | Reduce -13.4% | 501,676 | $299.8M |
| Keel Point, LLC | 19.84% | Add +5.5% | 495,364 | $296.0M |
| Retirement Planning Group, LLC | 9.05% | Reduce -5.8% | 488,714 | $292.0M |
| EP Wealth Advisors, LLC | 1.43% | Add +37.4% | 485,913 | $290.4M |
| New York Life Insurance Co. | 58.77% | Add +29.6% | 482,482 | $288.3M |
| MCF Advisors LLC | 12.42% | Add +3.4% | 474,346 | $283.4M |
| Itau Unibanco Holding S.A. | 6.74% | Add +14.9% | 471,809 | $281.9M |
| Sagespring Wealth Partners, LLC | 5.11% | Reduce -68.9% | 468,814 | $280.1M |
| Sun Life Financial Inc. | 15.88% | Add +2.3% | 468,158 | $279.7M |
| Cerity Partners OCIO LLC | 16.41% | Reduce -29.8% | 457,873 | $273.6M |
| Thrivent Financial for Lutherans | 0.53% | Add +2.5% | 456,194 | $272.2M |
| Brown Advisory Inc. | 0.44% | Add +7.8% | 452,121 | $270.2M |
| Liquid Strategies, LLC | 57.57% | Reduce -4.9% | 448,433 | $268.0M |
| Steward Partners Investment Advisory, LLC | 1.37% | Reduce -8.5% | 447,787 | $267.6M |
| Farther Finance Advisors, LLC | 2.53% | Add +16.0% | 444,151 | $267.5M |
| SCS Capital Management LLC | 2.81% | Reduce -4.2% | 443,159 | $264.8M |
| US Bancorp \de | 0.32% | Add +129.0% | 1,126,517 | $264.7M |
| Makena Capital Management LLC | 30.55% | Add +10.2% | 442,737 | $264.6M |
| Jabodon PT Co. | 29.91% | Add +33.4% | 430,549 | $257.3M |
| Northern Trust Corp. | 0.03% | Reduce -1.1% | 427,746 | $255.6M |
| First Manhattan Co. Llc. | 0.70% | Add +0.2% | 422,673 | $252.6M |
| Smithfield Trust Co | 10.85% | Add +0.9% | 416,744 | $249.1M |
| Invictus Private Wealth, LLC | 15.34% | Add +2.9% | 414,930 | $247.9M |
| Sanctuary Advisors, LLC | 1.32% | Add +3.2% | 410,162 | $245.1M |
| Susquehanna International Group, LLP | 0.32% | Add +8943.6% | 410,127 | $245.1M |
| Intrust Bank NA | 19.88% | Add +31.3% | 408,135 | $243.9M |
| Axis Capital Holdings Ltd. | 89.59% | Reduce -2.0% | 405,502 | $242.3M |
| Sageworth Trust Co | 10.35% | Add +8.0% | 402,887 | $240.7M |
| Lido Advisors, LLC | 0.95% | Reduce -21.7% | 401,695 | $240.1M |
| Savvy Advisors, Inc. | 6.38% | Add +22.1% | 398,130 | $237.9M |
| Blair William & Co. | 0.68% | Add +5.9% | 397,380 | $237.5M |
| State Farm Mutual Automobile Insurance Co. | 0.19% | Add +39.6% | 396,713 | $237.1M |
| Bartlett & Co. Wealth Management LLC | 3.03% | Add +6.8% | 358,971 | $237.0M |
| Harbour Investments, Inc. | 3.65% | Reduce -14.5% | 395,174 | $236.1M |
| Fusion Family Wealth, LLC | 17.57% | Add +3.4% | 393,826 | $235.3M |
| Karpus Management, Inc. | 7.32% | Reduce -7.1% | 392,872 | $234.8M |
| Coldstream Capital Management Inc. | 2.89% | Add +7.2% | 389,384 | $232.7M |
| Allianz Asset Management GmbH | 0.27% | Reduce -2.8% | 388,153 | $231.9M |
| Janney Montgomery Scott LLC | 0.57% | Reduce -2.3% | 386,585 | $231.0M |
| Lincoln National Corp. | 6.68% | Add +1.1% | 385,890 | $230.6M |
| Betterment LLC | 0.43% | Add +22.4% | 382,432 | $228.5M |
| Stephens Greth Foundation | 69.89% | Add +52.5% | 374,237 | $223.6M |
| Fiera Capital Corp | 0.75% | Reduce -23.5% | 368,608 | $220.3M |
| SBI Securities Co., Ltd. | 5.95% | Reduce -1.7% | 363,582 | $217.3M |
| Steel Grove Capital Advisors, LLC | 22.92% | Add +1.7% | 363,479 | $217.2M |
| Gleason Group, Inc. | 21.01% | Reduce -1.6% | 354,998 | $212.1M |
| Nissay Asset Management Corp. /Japan | 1.12% | Add +49.6% | 353,867 | $211.5M |
| Powers Capital, LLC | 99.10% | No change | 350,822 | $209.6M |
| Stratos Wealth Partners, LTD. | 2.39% | Reduce -6.3% | 349,162 | $208.6M |
| Vanguard National Trust Co | 13.07% | — | 347,112 | $207.4M |
| DAVENPORT & Co LLC | 1.15% | Add +4.2% | 346,582 | $207.1M |
| Concurrent Investment Advisors, LLC | 2.25% | Add +19.7% | 344,117 | $205.6M |
| Means Investment Co., Inc. | 17.89% | Add +2.2% | 342,870 | $204.9M |
| Welch Capital Partners LLC | 46.02% | Reduce -3.7% | 342,077 | $204.4M |
| First American Financial Corp | 55.20% | Add +2.3% | 341,641 | $204.1M |
| Pinnacle Financial Partners, Inc. | 1.56% | Reduce -1.2% | 341,435 | $204.0M |
| AMG National Trust Bank | 4.43% | Add +7.8% | 341,293 | $203.9M |
| Albion Financial Group | 13.08% | Add +4.3% | 339,308 | $202.8M |
| Trajan Wealth LLC | 8.18% | Reduce -2.1% | 338,912 | $202.5M |
| GeoWealth Management, LLC | 7.23% | Add +1.0% | 336,069 | $200.8M |
| Wit, LLC | 3.78% | Reduce -12.4% | 335,259 | $200.3M |
| Sterling Capital Management LLC | 3.81% | Add +16.4% | 334,747 | $200.0M |
| Wallace Foundation | 100.00% | Add +0.3% | 329,196 | $196.7M |
| Regions Financial Corp. | 1.28% | Reduce -14.1% | 328,683 | $196.4M |
| Zhang Financial LLC | 6.74% | Add +5.0% | 326,411 | $195.0M |
| Human Investing LLC | 27.67% | Add +0.3% | 317,962 | $190.0M |
| Retirement Systems of Alabama | 0.63% | Reduce -4.6% | 317,375 | $189.6M |
| AE Wealth Management LLC | 1.02% | Reduce -6.2% | 317,194 | $189.5M |
| Equitable Trust Co. | 8.71% | Reduce -2.3% | 315,926 | $188.8M |
| Franklin Resources Inc. | 0.05% | Add +114.3% | 311,853 | $186.3M |
| Blue Trust, Inc. | 2.09% | Reduce -3.0% | 305,843 | $182.8M |
| Chicago Partners Investment Group LLC | 4.09% | Add +4.9% | 279,303 | $182.6M |
| &partners | 0.90% | Reduce -0.1% | 303,739 | $181.3M |
| Private Advisor Group, LLC | 0.84% | Add +1.9% | 300,100 | $179.3M |
| Janus Henderson Group PLC | 0.08% | Reduce -37.8% | 296,591 | $177.2M |
| OP Asset Management Ltd | 1.76% | Add +33.6% | 293,158 | $175.2M |
| American Trust | 15.35% | Add +0.5% | 290,703 | $173.7M |
| Peapack Gladstone Financial Corp. | 2.21% | Add +0.0% | 289,629 | $173.1M |
| Glassman Wealth Services | 23.40% | Add +1.1% | 288,044 | $172.1M |
| GoalVest Advisory LLC | 33.51% | Add +4.0% | 287,151 | $171.6M |
| TLT Family Holdco ULC | 23.57% | No change | 285,650 | $170.7M |
| Federation des caisses Desjardins du Quebec | 0.61% | Add +9.2% | 285,132 | $170.4M |
| Wescott Financial Advisory Group, LLC | 14.68% | Reduce -1.4% | 280,269 | $167.5M |
| Choreo, LLC | 2.05% | Add +9.3% | 279,939 | $167.3M |
| State of Tennessee, Department of Treasury | 0.56% | No change | 277,910 | $166.1M |
| Hardy Reed LLC | 12.10% | Reduce -1.2% | 277,678 | $165.9M |
| Greenwood Gearhart LLC | 8.96% | Add +4.5% | 277,322 | $165.7M |
| Gotham Asset Management | 0.51% | Add +53.3% | 276,774 | $165.4M |
| Circle Wealth Management, LLC | 2.36% | Add +2.3% | 276,504 | $165.2M |
| Envestnet Portfolio Solutions, Inc. | 0.91% | Reduce -85.2% | 275,452 | $164.6M |
| Merit Financial Group, LLC | 1.22% | Reduce -2.5% | 274,941 | $164.3M |
| Permanent Capital Management, LP | 25.34% | Add +0.5% | 246,616 | $162.9M |
| Fairfield University | 81.33% | Add +0.3% | 271,653 | $162.3M |
| Bank of New York Mellon Corp | 0.03% | Reduce -92.4% | 269,580 | $161.1M |
| Strategic Investment Advisors / MI | 11.05% | Add +17.4% | 267,576 | $160.0M |
| D.A. Davidson & Co. | 0.96% | Add +0.3% | 265,319 | $158.5M |
| Allen Investment Management, LLC | 1.90% | Reduce -0.3% | 257,568 | $153.9M |
| Atria Investments, Inc | 1.72% | Add +37.8% | 257,515 | $153.9M |
| Opus Capital Group, LLC | 16.53% | Reduce -0.7% | 257,282 | $153.7M |
| Bouchey Financial Group, Ltd. | 11.22% | Add +0.8% | 244,761 | $153.0M |
| Millburn Ridgefield LLC | 3.28% | Add +12.0% | 255,244 | $152.5M |
| Catalyst Capital Advisors LLC | 2.84% | Add +12.0% | 255,244 | $152.5M |
| Taiyo Life Insurance Co. | 16.82% | Reduce -12.1% | 255,100 | $152.4M |
| Lutz Financial Services LLC | 10.12% | Reduce -0.6% | 252,037 | $150.6M |
| Bogart Wealth, LLC | 5.78% | Add +1.8% | 250,781 | $149.9M |
| ALM First Financial Advisors, LLC | 26.22% | Add +6.9% | 278,997 | $146.2M |
| Wiser Wealth Management, Inc | 31.45% | Add +4.7% | 244,107 | $145.9M |
| Sentry Investment Management LLC | 100.00% | Add +31949.7% | 243,898 | $145.7M |
| Southern Farm Bureau Life Insurance | 15.32% | No change | 242,780 | $145.2M |
| Savant Capital, LLC | 0.70% | Reduce -5.8% | 242,136 | $144.7M |
| Securian Asset Management, Inc. | 5.69% | Reduce -0.3% | 240,471 | $143.7M |
| World Investment Advisors | 2.31% | Reduce -10.3% | 239,969 | $143.4M |
| Hirtle & Co., LLC | 5.56% | Add +0.3% | 238,838 | $142.7M |
| Perigon Wealth Management, LLC | 2.54% | Add +13.9% | 234,336 | $140.0M |
| BNP Paribas Financial Markets | 0.09% | Add +179.7% | 233,070 | $139.3M |
| Condor Capital Management | 11.62% | Add +1.9% | 232,695 | $139.0M |
| OneDigital Investment Advisors LLC | 1.34% | Reduce -20.9% | 229,422 | $137.1M |
| William Marsh Rice University | 61.19% | Add +10.5% | 225,914 | $135.0M |
| First Western Trust Bank | 6.81% | Reduce -4.4% | 225,569 | $134.8M |
| Steele Capital Management, Inc. | 5.54% | Add +2.3% | 223,899 | $133.8M |
| Forvis Mazars Wealth Advisors, LLC | 2.53% | Reduce -5.5% | 223,124 | $133.3M |
| Lockheed Martin Investment Management Co. | 4.88% | Reduce -25.8% | 223,000 | $133.3M |
| Tectonic Advisors LLC | 6.97% | Add +1.2% | 220,542 | $131.8M |
| Afbi LP | 100.00% | — | 219,490 | $131.2M |
| Vestmark Advisory Solutions, Inc. | 1.44% | Reduce -30.3% | 216,680 | $129.5M |
| Yarbrough Capital, LLC | 4.53% | No change | 216,447 | $129.3M |
| Cwm, LLC | 0.34% | Reduce -2.8% | 214,486 | $128.2M |
| Liberty Mutual Group Asset Management Inc. | 10.17% | Add +15.4% | 212,594 | $127.0M |
| Old Mission Capital LLC | 2.99% | Add +995.8% | 211,169 | $126.2M |
| Charles Schwab Trust Co | 8.18% | Add +12.5% | 211,081 | $126.1M |
| Sei Investments Co. | 0.12% | Add +16.7% | 210,845 | $126.0M |
| Fund Evaluation Group, LLC | 3.86% | Reduce -0.1% | 210,356 | $125.7M |
| Banco Santander, S.A. | 1.01% | Reduce -14.7% | 209,633 | $125.3M |
| Mayport, LLC | 23.19% | Add +4.5% | 208,790 | $124.8M |
| PNC Financial Services Group, Inc. | 0.07% | Add +2.2% | 208,079 | $124.3M |
| Mesirow Financial Investment Management, Inc. | 2.01% | Add +45.7% | 207,880 | $124.2M |
| American Family Investments, Inc. | 3.25% | Add +10.2% | 206,921 | $123.6M |
| Silphium Asset Management Ltd | 46.84% | Add +38.0% | 206,920 | $123.6M |
| Agf Management Ltd. | 0.55% | Add +2.1% | 204,826 | $122.4M |
| Global Wealth Strategies & Associates | 30.06% | Reduce -17.7% | 204,711 | $122.3M |
| Prime Capital Investment Advisors, LLC | 1.41% | Reduce -1.1% | 203,535 | $121.6M |
| RMR Wealth Builders | 9.52% | Add +7.8% | 202,306 | $120.9M |
| Arrow Financial Corp | 12.15% | Add +2.5% | 202,122 | $120.8M |
| Wedmont Private Capital | 3.89% | Add +3.4% | 194,068 | $120.6M |
| Ancora Advisors LLC | 2.57% | Add +0.0% | 201,763 | $120.6M |
| Goldstone Financial Group, LLC | 13.04% | Add +24.8% | 201,197 | $120.2M |
| StoneX Group Inc. | 6.43% | Add +0.3% | 199,888 | $119.4M |
| NewEdge Wealth, LLC | 1.42% | Reduce -8.6% | 198,432 | $118.6M |
| Mgo One Seven LLC | 2.37% | Add +22.5% | 197,734 | $118.2M |
| Waverly Advisors, LLC | 0.89% | Add +2.2% | 197,683 | $118.1M |
| Performa Ltd (US), LLC | 26.69% | Add +3.9% | 197,430 | $118.0M |
| HB Wealth Management, LLC | 0.76% | Add +1.6% | 196,976 | $117.7M |
| Amtrust Financial Services, Inc. | 39.22% | No change | 196,400 | $117.4M |
| Affiance Financial, LLC | 18.86% | Reduce -1.6% | 194,643 | $116.3M |
| Common Fund for Nonprofit Organizations | 11.16% | Add +14.7% | 193,200 | $115.4M |
| HSBC Holdings PLC | 0.07% | Reduce -2.5% | 192,346 | $114.9M |
| Caprock Group, LLC | 2.78% | Reduce -5.0% | 191,896 | $114.7M |
| Integrated Wealth Concepts LLC | 0.91% | Add +142.8% | 191,231 | $114.3M |
| Sepio Capital, LP | 6.16% | Add +5.6% | 189,906 | $113.5M |
| J. Safra Sarasin Holding AG | 1.93% | Add +1.2% | 189,287 | $113.1M |
| Crane Advisory, LLC | 16.66% | Reduce -0.8% | 172,623 | $111.3M |
| Commerce Bank | 0.54% | Add +64.0% | 185,617 | $110.9M |
| Redwood Investment Management, LLC | 13.75% | Add +7.8% | 185,300 | $110.7M |
| Go Invest LLC | 31.60% | Add +22.0% | 184,473 | $110.2M |
| RFG Holdings, Inc. | 27.69% | Add +1.8% | 183,925 | $109.9M |
| Equitable Holdings, Inc. | 0.70% | Add +21.4% | 367,224 | $109.3M |
| Aspiriant, LLC | 3.08% | Add +0.5% | 181,129 | $108.2M |
| Compass Financial Group, INC | 15.10% | Add +2.6% | 180,665 | $108.0M |
| Apollon Wealth Management, LLC | 1.75% | Reduce -3.5% | 180,299 | $107.7M |
| Arkos Global Advisors | 13.49% | Add +0.8% | 179,883 | $107.5M |
| Callan Family Office, LLC | 2.44% | Reduce -1.6% | 179,714 | $107.4M |
| OneAscent Financial Services LLC | 5.81% | Add +622.8% | 179,503 | $107.3M |
| Pure Financial Advisors, LLC | 1.55% | Add +10.4% | 178,783 | $106.8M |
| Evoke Wealth, LLC | 1.97% | Add +4.0% | 178,473 | $106.6M |
| Quest Investment Management LLC | 12.43% | Add +2.1% | 178,094 | $106.4M |
| Proficio Capital Partners LLC | 5.64% | Add +34.7% | 177,765 | $105.6M |
| Proffitt & Goodson Inc. | 16.32% | Add +5.7% | 176,697 | $105.6M |
| WASHINGTON TRUST Co | 3.56% | Add +4.2% | 176,417 | $105.4M |
| BTG Pactual Asset Management US LLC | 10.31% | New | 174,352 | $104.2M |
| MAI Capital Management | 0.59% | Add +21.1% | 174,278 | $104.1M |
| Turtle Creek Wealth Advisors, LLC | 7.66% | Add +19.9% | 169,680 | $101.4M |
| Conrad Siegel Investment Advisors, Inc. | 18.17% | Add +3.5% | 168,486 | $100.7M |
| One Day In July LLC | 7.92% | Reduce -0.1% | 165,564 | $98.9M |
| Angeles Wealth Management, LLC | 5.34% | Add +1.0% | 164,274 | $98.2M |
| Ironclad Investments LLC | 48.13% | No change | 164,258 | $98.2M |
| Kingsview Wealth Management, LLC | 1.34% | Add +19.6% | 163,970 | $98.0M |
| Keewaydin Investments LLC | 30.75% | Reduce -19.9% | 163,125 | $97.5M |
| Partners Capital Investment Group, LLP | 3.67% | Reduce -10.9% | 163,083 | $97.5M |
| Advisor OS, LLC | 7.03% | Reduce -6.5% | 162,438 | $97.1M |
| Efficient Advisors, LLC | 6.89% | Reduce -9.5% | 162,324 | $97.0M |
| Manning & Napier Advisors LLC | 1.37% | Add +9.7% | 162,275 | $97.0M |
| Summit Financial, LLC | 1.23% | Add +4.2% | 161,978 | $96.8M |
| Empire Life Investments Inc. | 5.83% | Add +3.5% | 159,363 | $96.0M |
| Hamilton Capital Partners Inc. | 3.19% | Add +22.1% | 158,998 | $95.0M |
| Bridgewater Associates | 0.42% | Add +334.5% | 158,628 | $94.8M |
| Obermeyer Wealth Partners | 4.35% | Add +1.6% | 158,002 | $94.4M |
| Mill Creek Capital Advisors, LLC | 1.94% | Add +0.1% | 157,877 | $94.3M |
| CJM Wealth Advisers, Ltd. | 28.70% | Reduce -3.1% | 157,657 | $94.2M |
| SilverOak Wealth Management LLC | 14.89% | Add +0.9% | 157,644 | $94.2M |
| Ensign Peak Advisors, Inc | 0.17% | Add +0.0% | 156,400 | $93.5M |
| Venturi Wealth Management, LLC | 4.20% | Reduce -39.3% | 156,074 | $93.3M |
| CoreCap Advisors, LLC | 3.17% | Add +24.1% | 155,661 | $93.0M |
| Bank Hapoalim BM | 15.15% | Reduce -23.6% | 154,934 | $92.6M |
| WestHill Financial Advisors, Inc. | 17.66% | Add +1.6% | 154,531 | $92.3M |
| Beaird Harris Wealth Management, LLC | 6.27% | Add +5.6% | 154,261 | $92.2M |
| Strategic Investment Management, LLC | 38.10% | New | 152,670 | $91.2M |
| Trevian Wealth Management LLC | 44.76% | Add +4.7% | 151,783 | $90.7M |
| Simon Quick Advisors, LLC | 4.13% | Add +0.6% | 150,934 | $90.2M |
| Bell Bank | 3.77% | Reduce -0.3% | 148,629 | $88.8M |
| Aptus Capital Advisors, LLC | 0.75% | Add +3.8% | 148,562 | $88.8M |
| Cambridge Advisors Inc. | 17.14% | Add +2.4% | 147,776 | $88.3M |
| Daymark Wealth Partners, LLC | 2.77% | Add +11.0% | 147,612 | $88.2M |
| Stordahl Capital Management, Inc. | 18.09% | Add +1.4% | 146,988 | $87.8M |
| Syntegra Private Wealth Group, LLC | 8.28% | Add +4.0% | 145,769 | $87.1M |
| Scotia Capital Inc. | 0.36% | Reduce -10.9% | 144,765 | $86.5M |
| CFO4Life Group, LLC | 13.16% | Add +0.8% | 144,500 | $86.3M |
| Brio Consultants, LLC | 10.42% | Reduce -2.2% | 128,106 | $85.2M |
| Brookstone Capital Management | 0.97% | Add +5.7% | 141,400 | $84.5M |
| Webster Bank, N. A. | 7.91% | Reduce -2.1% | 139,742 | $83.5M |
| Elevation Point Wealth Partners, LLC | 1.98% | Add +7.9% | 139,259 | $83.2M |
| Pinion Investment Advisors, LLC | 19.36% | Reduce -0.5% | 138,703 | $82.9M |
| Elwood & Goetz Wealth Advisory Group, LLC | 13.98% | Add +1.6% | 137,866 | $82.4M |
| MJP Associates Inc. | 9.94% | Reduce -8.9% | 136,997 | $81.9M |
| Midwest Trust Co | 1.02% | Reduce -10.2% | 136,630 | $81.6M |
| Kinsale Capital Group, Inc. | 12.72% | Add +9.4% | 132,801 | $79.4M |
| Tiaa Trust, National Association | 4.80% | Reduce -82.2% | 132,217 | $79.0M |
| O'shaughnessy Asset Management, LLC | 0.39% | Add +17.6% | 130,723 | $78.1M |
| Composition Wealth, LLC | 1.07% | Reduce -12.5% | 130,673 | $78.1M |
| Diversify Wealth Management, LLC | 1.39% | Add +185.0% | 119,306 | $78.1M |
| Capital Group Private Client Services, Inc. | 1.31% | Add +2.3% | 130,110 | $77.7M |
| Standard Family Office LLC | 79.65% | Add +1.3% | 128,996 | $77.1M |
| Fortune 45 LLC | 37.47% | Reduce -3.3% | 128,772 | $76.9M |
| Fidato Wealth LLC | 49.43% | Add +1.3% | 127,416 | $76.1M |
| Scott Capital Advisors, LLC | 15.33% | Add +1.1% | 121,034 | $75.6M |
| Francis Financial, Inc. | 13.96% | Reduce -0.3% | 125,749 | $75.1M |
| AmeriServ Wealth Advisors | 47.88% | Reduce -2.9% | 125,540 | $75.0M |
| Evercore Wealth Management, LLC | 1.18% | Add +15.5% | 125,464 | $75.0M |
| Marex Group Ltd | 0.78% | Add +56.1% | 125,442 | $75.0M |
| MA Private Wealth | 12.63% | Add +2.3% | 125,012 | $74.7M |
| Grove Bank & Trust | 8.39% | Add +2.2% | 124,191 | $74.2M |
| Range Advisory, LLC | 13.74% | Add +39.3% | 123,947 | $74.1M |
| Summit Wealth Group, LLC | 16.90% | Add +1.8% | 123,268 | $73.7M |
| Trust Co of Tennessee | 13.70% | Add +1.0% | 123,091 | $73.6M |
| Franklin, Parlapiano, Turner & Welch, LLC | 17.32% | Reduce -1.2% | 111,614 | $72.7M |
| West Financial Advisors, LLC | 12.34% | Reduce -18.7% | 121,611 | $72.7M |
| McMorgan & Co. LLC | 11.73% | Add +2061.5% | 121,370 | $72.5M |
| Geneos Wealth Management Inc. | 1.68% | Add +12.6% | 120,886 | $72.2M |
| OFS Enterprise LLC | 21.13% | — | 120,304 | $71.9M |
| National Bank of Canada | 0.07% | Add +14.7% | 120,234 | $71.9M |
| Privium Fund Management (UK) Ltd | 36.31% | New | 122,940 | $71.7M |
| Selective Wealth Management, Inc. | 21.17% | Reduce -8.0% | 109,218 | $71.5M |
| Petersen Hastings Wealth Advisors Inc. | 6.53% | Add +3.9% | 119,367 | $71.3M |
| Evermay Wealth Management LLC | 7.84% | Reduce -2.1% | 118,344 | $70.7M |
| Axxcess Wealth Management, LLC | 2.24% | Add +1.7% | 116,749 | $69.8M |
| Allworth Financial LP | 0.28% | Add +5.0% | 115,757 | $69.2M |
| Investment Research & Advisory Group, Inc. | 24.11% | Add +0.5% | 115,534 | $69.0M |
| Valeo Financial Advisors, LLC | 1.65% | Add +8.2% | 115,393 | $69.0M |
| Northeast Investment Management | 2.84% | Add +1.8% | 114,956 | $68.7M |
| Ciovacco Capital Management LLC | 40.02% | Reduce -3.3% | 114,867 | $68.6M |
| TSG Advice Partners, LLC | 10.26% | Reduce -71.0% | 114,619 | $68.5M |
| AlphaCore Capital LLC | 1.62% | Add +23.1% | 114,254 | $68.3M |
| Ballentine Partners, LLC | 0.95% | Add +11.1% | 114,238 | $68.3M |
| David Kennon Inc | 24.29% | Add +1.4% | 113,381 | $67.8M |
| SoundView Advisors Inc. | 24.04% | Reduce -3.3% | 113,045 | $67.5M |
| Certuity, LLC | 4.41% | Reduce -0.5% | 112,485 | $67.2M |
| Stephens Inc. | 0.83% | Reduce -2.3% | 111,264 | $66.5M |
| West Paces Advisors Inc. | 12.81% | Add +1.5% | 110,668 | $66.1M |
| Rehmann Capital Advisory Group | 3.44% | Add +9.3% | 110,682 | $66.1M |
| Standpoint Asset Management, LLC | 16.03% | Reduce -3.5% | 110,600 | $66.1M |
| CENTRAL TRUST Co | 1.30% | Add +14.8% | 110,474 | $66.0M |
| BIP Wealth, LLC | 2.67% | Reduce -56.4% | 109,676 | $65.5M |
| Fifth Third Securities, Inc. | 4.22% | Reduce -0.2% | 109,057 | $65.2M |
| AJ Advisors, LLC | 24.14% | Add +4.3% | 108,898 | $65.1M |
| Gentry Private Wealth, LLC | 39.03% | Add +11.4% | 108,455 | $64.8M |
| TradeWell Securities, LLC. | 27.11% | Add +2.9% | 107,703 | $64.3M |
| Rathbones Group PLC | 0.26% | Add +5.0% | 107,280 | $64.1M |
| Mutual Advisors, LLC | 1.38% | Add +13.6% | 107,272 | $64.1M |
| New England Asset Management Inc. | 8.43% | Add +12.0% | 107,215 | $64.1M |
| Kestra Private Wealth Services, LLC | 0.79% | Add +4.0% | 107,097 | $64.0M |
| Crestmont Private Wealth LLC | 20.15% | Add +8.6% | 106,989 | $63.9M |
| Moody National Bank Trust Division | 6.01% | Add +2.8% | 105,587 | $63.1M |
| Brighton Securities Corp. | 30.13% | Reduce -1.4% | 104,677 | $62.5M |
| Hill Island Financial LLC | 15.16% | Add +1.3% | 104,431 | $62.4M |
| Lansing Street Advisors | 15.73% | Reduce -6.8% | 104,318 | $62.3M |
| Elm Partners Management LLC | 2.69% | Reduce -11.4% | 106,752 | $62.0M |
| Progeny 3, Inc. | 3.30% | No change | 103,300 | $61.7M |
| IFG Advisors, LLC | 10.11% | Add +11.0% | 103,300 | $61.7M |
| Summitas Investment Management LLC | 48.21% | Add +1.9% | 102,896 | $61.5M |
| Larson Financial Group LLC | 1.97% | Reduce -11.2% | 102,817 | $61.4M |
| Dunhill Financial, LLC | 14.44% | Reduce -11.3% | 106,274 | $61.3M |
| Wealthcare Advisory Partners LLC | 1.19% | Reduce -31.5% | 102,314 | $61.1M |
| Money Concepts Capital Corp. | 3.38% | Add +4.9% | 102,303 | $61.1M |
| Fiduciary Group, LLC | 5.20% | Add +6.1% | 101,946 | $60.9M |
| Sierra Capital LLC | 6.59% | Reduce -2.8% | 101,238 | $60.5M |
| Nadler Financial Group, Inc. | 5.74% | Reduce -2.2% | 99,725 | $59.6M |
| Jasper Ridge Partners, L.P. | 1.33% | Reduce -0.7% | 99,671 | $59.6M |
| Rolek Wealth Management LLC | 42.72% | Add +3.2% | 99,667 | $59.6M |
| Independent Advisor Alliance | 0.64% | Add +4842.4% | 99,491 | $59.5M |
| Tenon Financial LLC | 23.34% | Add +6.1% | 99,412 | $59.4M |
| Guardian Wealth Advisors, LLC / NC | 3.77% | Add +2.9% | 99,289 | $59.3M |
| Oppenheimer & Co. Inc. | 0.72% | Add +7.0% | 99,231 | $59.3M |
| Twele Capital Management, Inc. | 10.52% | Add +2.6% | 98,770 | $59.0M |
| Roundview Capital LLC | 3.66% | Add +1.2% | 98,347 | $58.8M |
| Hillcrest Wealth Advisors - NY, LLC | 23.48% | Add +4.7% | 97,011 | $58.0M |
| Simplicity Wealth,LLC | 3.28% | Add +1.8% | 96,791 | $57.8M |
| Landmark Wealth Management, LLC | 15.28% | Add +30.6% | 95,488 | $57.1M |
| Deutsche Bank AG | 0.02% | Reduce -3.2% | 95,319 | $57.0M |
| Gladstone Institutional Advisory LLC | 2.11% | Add +6.5% | 95,230 | $56.9M |
| Next Level Wealth Planning, LLC | 29.22% | Add +2.0% | 95,210 | $56.9M |
| MLG Wealth Management DBA Pine Grove Financial Group | 6.58% | Add +10.2% | 94,455 | $56.7M |
| United Services Automobile Association | 6.62% | Reduce -61.9% | 94,300 | $56.3M |
| Karnit Road Accident Victims Compensation Fund | 32.96% | No change | 94,007 | $56.2M |
| Fragasso Financial Advisors Inc | 3.38% | Reduce -1.4% | 92,418 | $56.0M |
| Safir Wealth Advisors, LLC | 40.34% | Reduce -0.5% | 93,331 | $55.8M |
| Pioneer Family Office, LLC | 39.07% | Add +15.8% | 92,328 | $55.2M |
| Level Financial Advisors | 13.99% | Add +1.2% | 91,816 | $54.9M |
| Optas, LLC | 8.30% | Add +1.3% | 91,770 | $54.8M |
| 3Chopt Investment Partners, LLC | 12.53% | Add +7.8% | 91,667 | $54.8M |
| Kearns & Associates LLC | 29.16% | Reduce -0.3% | 90,698 | $54.2M |
| Prudential PLC | 0.41% | Reduce -20.0% | 90,532 | $54.1M |
| Freestone Capital Holdings, LLC | 1.65% | Add +2.9% | 90,386 | $54.0M |
| Nicolet Bankshares Inc. | 1.99% | Add +83.6% | 90,015 | $54.0M |
| HBK Sorce Advisory LLC | 1.10% | Add +1.8% | 79,279 | $53.8M |
| Triad Wealth Partners, LLC | 4.26% | Add +109.6% | 89,893 | $53.7M |
| Warren Street Wealth Advisors, LLC | 13.74% | Reduce -1.6% | 89,882 | $53.7M |
| Souders Financial Advisors | 6.11% | Reduce -3.2% | 89,639 | $53.6M |
| Apella Capital, LLC | 0.79% | Add +27.7% | 81,788 | $53.4M |
| Rooted Wealth Advisors, Inc. | 14.02% | Reduce -0.1% | 81,617 | $53.2M |
| Jefferies Financial Group Inc. | 0.66% | Reduce -33.3% | 87,668 | $52.4M |
| Advanced Asset Management Advisors Inc | 14.46% | Add +0.1% | 87,577 | $52.3M |
| Innovative Wealth Building LLC | 36.46% | Add +7.0% | 86,739 | $51.8M |
| Eagle Wealth Strategies LLC | 22.66% | Add +31.2% | 86,475 | $51.7M |
| Steph & Co. | 14.63% | Add +13.3% | 85,810 | $51.3M |
| Ashton Thomas Securities, LLC | 6.43% | Add +16.0% | 85,588 | $51.2M |
| TD Waterhouse Canada Inc. | 0.15% | Reduce -10.3% | 84,647 | $51.0M |
| Topsail Wealth Management, LLC | 7.51% | Reduce -0.1% | 85,192 | $50.9M |
| Drucker Wealth 3.0, LLC | 8.88% | Add +1.4% | 85,121 | $50.9M |
| Foundations Investment Advisors, LLC | 0.63% | Add +5.1% | 84,978 | $50.8M |
| HBW Advisory Services LLC | 5.33% | Add +1.9% | 84,557 | $50.5M |
| Boyd Wealth Management, LLC | 21.18% | Add +2.7% | 83,846 | $50.1M |
| AlTi Global, Inc. | 1.09% | Reduce -1.4% | 83,705 | $50.0M |
| Crescent Grove Advisors, LLC | 4.95% | Add +0.0% | 83,586 | $49.9M |
| Taikang Asset Management (Hong Kong) Co Ltd | 4.96% | No change | 83,414 | $49.8M |
| CreativeOne Wealth, LLC | 1.15% | Add +1.5% | 82,816 | $49.5M |
| Fiduciary Wealth Partners, LLC | 32.06% | Reduce -31.9% | 81,990 | $49.0M |
| Sage Mountain Advisors LLC | 3.42% | Reduce -1.3% | 81,746 | $48.8M |
| Mitchell McLeod Pugh & Williams Inc. | 7.19% | Add +0.5% | 81,582 | $48.7M |
| Sage Financial Group Inc. | 3.17% | Reduce -0.1% | 81,521 | $48.7M |
| BCS Wealth Management | 9.89% | Reduce -46.6% | 81,087 | $48.5M |
| Frazier Financial Advisors, LLC | 26.69% | Add +7894.9% | 80,668 | $48.2M |
| Fort Washington Investment Advisors Inc. | 0.27% | Reduce -1.2% | 80,412 | $48.0M |
| Sigma Planning Corp | 1.33% | Reduce -0.5% | 80,249 | $48.0M |
| Curated Wealth Partners LLC | 6.03% | Add +13.9% | 80,142 | $47.9M |
| Fulton Bank, N.A. | 1.68% | Add +9.3% | 79,943 | $47.8M |
| QRG Capital Management, Inc. | 0.49% | Add +20.1% | 79,787 | $47.7M |
| Boston Family Office LLC | 3.17% | Add +30.7% | 79,715 | $47.6M |
| Resolute Advisors LLC | 19.66% | Reduce -4.1% | 79,566 | $47.5M |
| TrueWealth Financial Partners | 18.90% | New | 79,356 | $47.4M |
| Orion Porfolio Solutions, LLC | 0.40% | Reduce -61.6% | 78,669 | $47.0M |
| Fort Point Capital Partners LLC | 6.15% | Reduce -12.0% | 78,512 | $46.9M |
| Fiduciary Trust Co | 0.55% | Reduce -1.7% | 78,457 | $46.9M |
| Salomon & Ludwin, LLC | 4.19% | Reduce -3.9% | 77,778 | $46.9M |
| ForthRight Wealth Management, LLC | 13.29% | Reduce -0.6% | 78,422 | $46.9M |
| Rwa Wealth Partners, LLC | 0.51% | Reduce -9.9% | 78,354 | $46.8M |
| Cantor Fitzgerald Investment Advisors L.P. | 3.45% | Reduce -8.4% | 78,206 | $46.7M |
| Greenleaf Trust | 0.46% | Reduce -0.4% | 78,042 | $46.6M |
| TD Private Client Wealth LLC | 0.96% | Add +0.5% | 77,408 | $46.3M |
| BCK Partners, Inc. | 24.88% | Add +0.9% | 77,117 | $46.1M |
| Avior Wealth Management, LLC | 1.31% | Add +5.2% | 77,043 | $46.0M |
| Kickstand Ventures, Llc. | 9.65% | Add +0.8% | 76,677 | $45.8M |
| Sellwood Investment Partners LLC | 17.95% | Add +2.7% | 76,258 | $45.6M |
| Landmark Wealth Management, Inc. | 17.17% | Add +1.4% | 76,206 | $45.5M |
| Lepercq De Neuflize Asset Management LLC | 33.10% | Add +0.3% | 76,188 | $45.5M |
| Claro Advisors Inc. | 5.44% | Add +20.5% | 75,632 | $45.2M |
| Associated Banc-Corp | 1.20% | Add +1.8% | 75,534 | $45.1M |
| Strategic Advisory Partners, LLC | 35.34% | Add +9.4% | 75,175 | $44.9M |
| Sompo Asset Management Co., Ltd. | 8.19% | Reduce -7.8% | 74,621 | $44.6M |
| Chai Trust Co. LLC | 3.77% | Add +276.4% | 74,604 | $44.6M |
| Resolute Capital, LLC | 18.00% | Add +5.1% | 74,376 | $44.4M |
| Sheets Smith Wealth Management | 5.00% | Reduce -0.4% | 74,348 | $44.4M |
| GreatBanc Trust CO | 31.06% | Add +1.1% | 74,289 | $44.4M |
| MBM Wealth Consultants, LLC | 10.13% | Add +1.7% | 73,857 | $44.1M |
| Howland Capital Management LLC | 1.74% | Add +1.0% | 73,602 | $44.0M |
| Bravera Wealth | 19.80% | Add +4.6% | 73,583 | $44.0M |
| GTS Securities LLC | 1.56% | Add +79.3% | 73,438 | $43.9M |
| Focus Partners Advisor Solutions, LLC | 0.44% | Add +28.2% | 73,104 | $43.7M |
| TrustBank | 16.84% | Add +0.9% | 72,638 | $43.4M |
| Americana Partners, LLC | 1.12% | Add +152.1% | 72,328 | $43.2M |
| Steffes Financial, Ltd. | 22.69% | Add +1.7% | 71,956 | $43.0M |
| Johnson Investment Counsel Inc. | 0.35% | Reduce -1.8% | 71,835 | $42.9M |
| Trust Co of the South | 6.88% | Add +5.5% | 71,613 | $42.8M |
| Cibc World Market Inc. | 0.07% | Reduce -1.8% | 71,380 | $42.7M |
| Ameritas Advisory Services, LLC | 1.66% | Add +1.0% | 71,295 | $42.6M |
| Fidelis Capital Partners, LLC | 3.04% | Add +23.6% | 71,250 | $42.6M |
| Oak Harvest Investment Services | 4.44% | Reduce -3.2% | 71,151 | $42.5M |
| Galilei Investment Office LLP | 22.00% | Reduce -2.5% | 71,049 | $42.5M |
| Cynosure Group, LLC | 5.28% | Add +6.5% | 70,735 | $42.3M |
| Verum Partners LLC | 8.00% | Add +5.8% | 70,491 | $42.1M |
| Acorn Financial Advisory Services Inc. | 5.77% | Reduce -30.7% | 70,480 | $42.1M |
| Plancorp, LLC | 1.19% | Add +3.5% | 67,055 | $41.9M |
| Crestwood Advisors Group, LLC | 0.70% | Add +21.0% | 69,897 | $41.7M |
| a16z Perennial Management, L.P. | 3.44% | New | 69,192 | $41.3M |
| Passaic Partners LLC | 5.00% | Reduce -6.3% | 69,108 | $41.3M |
| Greenbush Financial Group, LLC | 13.66% | Add +0.6% | 69,039 | $41.3M |
| Level Four Advisory Services, LLC | 1.35% | Add +4.8% | 68,976 | $41.2M |
| Avion Wealth | 8.51% | Reduce -1.4% | 68,918 | $41.2M |
| Alvarez & Marsal Private Wealth Partners, LLC | 5.77% | New | 68,735 | $41.1M |
| Nan Shan Life Insurance Co., Ltd. | 1.48% | New | 68,445 | $40.9M |
| Mather Group, Llc. | 0.41% | Add +2.8% | 68,352 | $40.8M |
| Mfa Wealth Advisors, LLC | 8.02% | Add +11.6% | 68,200 | $40.8M |
| Cardiff Park Advisors, LLC | 3.25% | New | 68,007 | $40.6M |
| Parsons Capital Management Inc. | 1.86% | Add +31.0% | 67,951 | $40.6M |
| Leavell Investment Management, Inc. | 1.66% | Add +5.5% | 67,902 | $40.6M |
| Park Avenue Securities LLC | 0.32% | Add +23.6% | 67,871 | $40.6M |
| Capital Management Associates, Inc | 9.16% | Add +5.0% | 67,810 | $40.5M |
| Asset Management One Co., Ltd. | 0.12% | Reduce -3.6% | 67,484 | $40.3M |
| Front Street Capital Management, Inc. | 5.33% | Reduce -2.7% | 67,288 | $40.2M |
| Clifford Group, LLC | 30.93% | Add +3.7% | 67,213 | $40.2M |
| Atom Investors LP | 2.87% | No change | 67,041 | $40.1M |
| Power Alpha Investment Ltd | 4.55% | Reduce -30.5% | 66,600 | $39.8M |
| Journey Strategic Wealth LLC | 0.98% | Add +69.4% | 66,071 | $39.5M |
| St. Louis Trust Co | 4.61% | Reduce -2.0% | 66,023 | $39.5M |
| Parisi Gray Wealth Management | 9.34% | Reduce -5.0% | 65,613 | $39.2M |
| NWF Advisory Services Inc. | 4.43% | Reduce -2.1% | 65,595 | $39.2M |
| Bailard, Inc. | 0.90% | Reduce -2.9% | 65,575 | $39.2M |
| Bear Mountain Capital, Inc. | 11.71% | Add +2.6% | 59,800 | $39.0M |
| Principal Financial Group Inc. | 0.02% | Reduce -1.2% | 65,157 | $38.9M |
| Avantax Planning Partners, Inc. | 1.07% | Add +1619.7% | 64,918 | $38.8M |
| SigFig Wealth Management, LLC | 1.13% | Reduce -2.9% | 64,753 | $38.7M |
| Jackson Wealth Management, LLC | 3.97% | Reduce -0.4% | 64,528 | $38.6M |
| Capula Management Ltd | 0.34% | Reduce -99.5% | 64,495 | $38.5M |
| Sequoia Financial Advisors, LLC | 0.21% | Add +19.7% | 63,825 | $38.1M |
| Fairway Wealth LLC | 10.06% | Add +5.2% | 63,771 | $38.1M |
| Pittenger & Anderson Inc. | 1.50% | Reduce -3.5% | 63,218 | $37.8M |
| GenWealth Group, Inc. | 6.46% | Add +5.1% | 63,183 | $37.8M |
| Oxler Private Wealth LLC | 11.82% | Reduce -0.4% | 63,175 | $37.8M |
| Mandatum Life Insurance Co Ltd | 8.43% | Add +25.1% | 62,733 | $37.5M |
| Atlas Legacy Advisors, LLC | 6.84% | Reduce -5.5% | 62,660 | $37.4M |
| Thayer Partners, LLC / MA | 17.81% | Add +5.1% | 62,595 | $37.4M |
| Aurelius Family Office LLC | 16.23% | Add +5.2% | 62,477 | $37.3M |
| Ameritas Investment Partners, Inc. | 1.13% | Reduce -0.7% | 61,772 | $36.9M |
| Cora Capital Advisors LLC | 12.18% | Add +420.4% | 61,582 | $36.8M |
| Phillips Financial Management, LLC | 2.65% | Reduce -10.8% | 61,107 | $36.5M |
| Bleakley Financial Group, LLC | 0.57% | Add +3.3% | 61,079 | $36.5M |
| First Merchants Corp. | 1.39% | Add +8.4% | 61,028 | $36.5M |
| ASO GROUP Ltd | 15.37% | Reduce -13.3% | 60,989 | $36.4M |
| First National Bank of Omaha | 1.12% | Add +10.4% | 61,002 | $36.4M |
| Ethos Financial Group, LLC | 2.67% | Reduce -0.7% | 61,011 | $36.4M |
| J. R. Prunier Capital Management LLC | 15.46% | Add +0.1% | 60,843 | $36.4M |
| Integral Investment Advisors, Inc. | 9.05% | Add +2.3% | 60,781 | $36.3M |
| Sfm, LLC | 21.85% | Add +5.5% | 60,500 | $36.2M |
| Seeds Investor LLC | 4.90% | Add +52.9% | 56,428 | $36.0M |
| Ameraudi Asset Management, Inc. | 19.57% | Add +5.8% | 60,245 | $36.0M |
| Banco BTG Pactual S.A. | 6.99% | New | 59,952 | $35.8M |
| Aufman Associates Inc | 17.51% | Reduce -1.3% | 59,743 | $35.7M |
| Financial Sense Advisors, Inc. | 8.25% | Reduce -1.8% | 59,521 | $35.6M |
| Okabena Investment Services Inc. | 6.78% | Add +8.5% | 58,855 | $35.2M |
| Royal Fund Management, LLC | 3.34% | Reduce -0.1% | 58,157 | $34.9M |
| Advisory Services Network, LLC | 0.46% | Add +7.4% | 58,373 | $34.9M |
| Park Presidio Capital LLC | 2.44% | Add +3.0% | 58,285 | $34.8M |
| Smartleaf Asset Management LLC | 1.25% | Add +33.0% | 59,787 | $34.7M |
| Aspire Capital Advisors LLC | 7.79% | Add +10.0% | 57,921 | $34.6M |
| Applied Capital LLC | 12.82% | Add +3.7% | 57,464 | $34.3M |
| IFP Advisors, Inc | 0.71% | Add +5.5% | 57,405 | $34.3M |
| Prospera Financial Services Inc | 0.55% | Add +5.9% | 56,962 | $34.1M |
| Kovack Advisors, Inc. | 1.82% | Add +30.6% | 56,278 | $33.8M |
| Garde Capital, Inc. | 2.02% | Reduce -1.3% | 56,535 | $33.8M |
| Cordgrass Capital Advisors, LLC | 7.77% | Reduce -2.1% | 55,556 | $33.2M |
| Belpointe Asset Management LLC | 1.21% | Add +5.3% | 55,548 | $33.2M |
| Boston Trust Walden Corp | 0.27% | Reduce -2.5% | 55,074 | $32.9M |
| Discipline Wealth Solutions, LLC | 3.46% | Add +117.6% | 55,038 | $32.9M |
| Baker Tilly Wealth Management, LLC | 7.99% | Add +5.9% | 54,997 | $32.9M |
| Basso Capital Management, L.P. | 20.10% | Add +0.2% | 54,975 | $32.9M |
| VVR Holdings LLC | 16.97% | Add +2.7% | 54,971 | $32.8M |
| NWM Advisors, LLC | 29.70% | Add +7.3% | 54,567 | $32.6M |
| Weil Company, Inc. | 7.29% | Add +4.6% | 54,364 | $32.5M |
| Avidian Wealth Enterprises, LLC | 1.03% | Add +5.2% | 54,329 | $32.5M |
| R. W. Roge & Company, Inc. | 15.48% | Reduce -0.1% | 54,326 | $32.5M |
| First National Bank Sioux Falls | 8.86% | Add +2.9% | 50,224 | $32.4M |
| Brooklyn FI, LLC | 6.79% | Reduce -4.4% | 54,051 | $32.3M |
| Oak Root LLC | 3.93% | Add +1.2% | 53,950 | $32.2M |
| Evanson Asset Management, LLC | 1.73% | Add +11.9% | 53,949 | $32.2M |
| Arax Advisory Partners | 0.91% | Add +14.1% | 53,864 | $32.2M |
| Tompkins Financial Corp. | 2.56% | Add +3.6% | 53,737 | $32.1M |
| First Financial Corp. | 12.61% | Add +0.9% | 53,718 | $32.1M |
| Capital Investment Management, Inc. | 10.97% | Add +2.4% | 53,453 | $31.9M |
| Tudor Investment Corporation | 0.17% | Add +48.6% | 53,420 | $31.9M |
| Spirepoint Private Client, LLC | 3.02% | Reduce -24.5% | 53,120 | $31.7M |
| Parallel Advisors, LLC | 0.57% | Add +8.9% | 52,725 | $31.5M |
| Axos Invest Inc. | 23.78% | Add +28.3% | 52,656 | $31.5M |
| Journey Beyond Wealth, LLC | 26.91% | Reduce -0.0% | 52,427 | $31.3M |
| Dynamic Advisor Solutions LLC | 0.98% | Reduce -15.1% | 52,126 | $31.1M |
| Laird Norton Wetherby Trust Company, LLC | 0.67% | Add +30.9% | 51,710 | $30.9M |
| Cullen/Frost Bankers, Inc. | 0.35% | Reduce -0.2% | 51,516 | $30.8M |
| Williams Jones Wealth Management, LLC. | 0.38% | Reduce -4.1% | 51,510 | $30.8M |
| Argent Trust Co | 1.04% | Reduce -1.5% | 51,505 | $30.8M |
| HighRoad Wealth Advisors, LLC | 29.95% | Reduce -3.6% | 51,319 | $30.7M |
| Exencial Wealth Advisors, LLC | 0.94% | Add +12.7% | 50,775 | $30.3M |
| Ayalon Insurance Comp Ltd. | 6.19% | Add +22.0% | 50,727 | $30.3M |
| BBR Partners, LLC | 1.69% | Add +0.6% | 50,605 | $30.2M |
| University of Chicago | 9.33% | Reduce -13.6% | 50,493 | $30.2M |
| Legacy Advisors, LLC | 3.55% | Add +116.0% | 50,360 | $30.1M |
| Strategent Financial, LLC | 20.35% | Add +4.5% | 50,142 | $30.0M |
| SOA Wealth Advisors, LLC. | 5.63% | Reduce -5.7% | 50,012 | $29.9M |
| KilterHowling LLC | 15.01% | Add +1.7% | 49,791 | $29.8M |
| Unconventional Investor, LLC | 14.12% | Add +3.9% | 49,741 | $29.7M |
| Diana Davis Spencer Foundation | 75.52% | No change | 49,675 | $29.7M |
| Vident Advisory, LLC | 0.25% | Reduce -23.6% | 49,494 | $29.6M |
| Woodside Wealth Management LLC | 23.07% | Reduce -4.5% | 49,427 | $29.5M |
| Kingswood Wealth Advisors, LLC | 1.39% | Reduce -0.2% | 49,086 | $29.3M |
| EJMK Ventures LLC | 16.36% | Add +111.7% | 49,012 | $29.3M |
| Ade, LLC | 14.03% | Add +6.1% | 48,974 | $29.3M |
| Precision Wealth Strategies, LLC | 9.69% | Reduce -11.7% | 48,891 | $29.2M |
| PKO Investment Management Joint-Stock Co | 2.45% | No change | 48,758 | $29.1M |
| Allianz SE | 0.32% | Reduce -38.6% | 48,727 | $29.1M |
| EverSource Wealth Advisors, LLC | 0.89% | Add +2.4% | 48,650 | $29.1M |
| Three Bridge Wealth Advisors, LLC | 7.92% | Add +11.4% | 48,272 | $28.8M |
| First Citizens Bank & Trust Co. | 0.60% | Reduce -1.4% | 47,612 | $28.5M |
| Operose Advisors LLC | 6.59% | Reduce -8.0% | 47,586 | $28.4M |
| Sandy Cove Advisors, LLC | 8.48% | Add +0.7% | 47,425 | $28.3M |
| Romano Brothers and Company | 3.22% | Add +1.7% | 47,424 | $28.3M |
| Patriot Financial Group Insurance Agency, LLC | 1.60% | Add +111.6% | 47,374 | $28.3M |
| Whittier Trust Co. of Nevada Inc. | 0.58% | Reduce -0.0% | 46,724 | $28.3M |
| Powerhouse Assets LLC | 24.55% | Add +0.1% | 47,219 | $28.2M |
| Oakworth Capital, Inc. | 1.49% | Add +1.2% | 47,133 | $28.2M |
| Base Wealth Management LLC | 15.73% | Reduce -6.9% | 47,056 | $28.1M |
| Autumn Glory Partners, LLC | 10.30% | Add +39.0% | 46,944 | $28.1M |
| XY Planning Network, Inc. | 4.48% | Add +15.1% | 46,544 | $28.0M |
| High Net Worth Advisory Group LLC | 6.53% | Add +1.5% | 46,889 | $28.0M |
| Arkadios Wealth Advisors | 0.46% | Add +0.4% | 46,839 | $28.0M |
| Charter Oak Capital Management, LLC | 2.17% | Reduce -2.4% | 46,793 | $28.0M |
| LTS Liquid Investments LLC | 26.14% | Add +1.4% | 46,735 | $27.9M |
| Conquis Financial LLC | 23.13% | Reduce -4.8% | 42,851 | $27.9M |
| EnRich Financial Partners LLC | 7.39% | Add +2.0% | 46,636 | $27.9M |
| FourThought Financial Partners, LLC | 2.38% | Add +14.0% | 46,212 | $27.6M |
| Beacon Harbor Wealth Advisors, Inc. | 5.71% | Add +1.8% | 45,621 | $27.3M |
| Choate Investment Advisors | 0.53% | Add +1.3% | 45,552 | $27.2M |
| Hikari Tsushin, Inc. | 1.87% | Reduce -21.4% | 45,415 | $27.1M |
| Liberty Square Wealth Partners LLC | 7.54% | Reduce -7.7% | 45,204 | $27.0M |
| Canerector Inc. | 12.78% | No change | 45,150 | $27.0M |
| Sanchez Levi Garrett | 16.81% | — | 44,863 | $26.8M |
| Canton Hathaway, LLC | 5.39% | Reduce -0.0% | 44,750 | $26.7M |
| Matrix Trust Co | 4.43% | Add +0.1% | 44,620 | $26.7M |
| Modern Wealth Management, LLC | 0.46% | Reduce -27.3% | 44,265 | $26.7M |
| Meridian Financial Partners LLC | 10.13% | Add +1.1% | 43,965 | $26.6M |
| RFG Advisory, LLC | 0.49% | Add +9.3% | 44,576 | $26.6M |
| Victory Financial Group, LLC | 3.27% | Add +7.0% | 44,528 | $26.6M |
| Southeast Asset Advisors, LLC | 2.91% | Reduce -1.1% | 44,467 | $26.6M |
| Bryant Woods Investment Advisors, LLC | 9.77% | Add +7.0% | 44,460 | $26.6M |
| Freedom Financial Partners LLC | 9.46% | Add +3.3% | 44,446 | $26.6M |
| Tiff Advisory Services, LLC | 5.98% | New | 44,435 | $26.6M |
| North Star Investment Management Corp. | 1.61% | Reduce -0.6% | 44,431 | $26.5M |
| O'Connor Financial Group LLC | 10.86% | Add +1.1% | 44,427 | $26.5M |
| Valtrion Capital Management, LLC | 25.00% | Add +4.1% | 44,374 | $26.5M |
| Fairscale Capital, LLC | 18.30% | Add +0.9% | 44,285 | $26.5M |
| Integrated Advisors Network LLC | 1.39% | Reduce -14.4% | 44,224 | $26.4M |
| Members Advisory Group LLC | 9.06% | Add +0.5% | 44,180 | $26.4M |
| Greenline Partners, LLC | 2.83% | Add +50.4% | 44,095 | $26.3M |
| Rareview Capital LLC | 15.42% | Add +6.2% | 46,294 | $26.3M |
| Omega Advisors (Leon Cooperman) | 0.85% | No change | 43,593 | $26.0M |
| Wheelhouse Advisory Group LLC | 8.61% | Add +3.5% | 43,490 | $26.0M |
| PFG Advisors | 1.26% | Reduce -4.0% | 43,427 | $25.9M |
| Members Trust Co | 0.86% | Reduce -2.9% | 43,346 | $25.9M |
| Merrithew & Thorsten Inc | 24.40% | Reduce -0.2% | 43,295 | $25.9M |
| Van Eck Associates Corp. | 0.02% | Add +0.0% | 43,286 | $25.9M |
| Alexander Labrunerie & Co., Inc. | 9.72% | Reduce -0.4% | 43,099 | $25.8M |
| EFG International AG | 0.56% | Add +13.4% | 43,053 | $25.7M |
| Capital Investment Advisors, LLC | 0.38% | Add +8.9% | 42,974 | $25.7M |
| Pearl Planning LLC | 13.64% | Add +4.6% | 42,723 | $25.5M |
| C M Bidwell & Associates Ltd. | 11.87% | Reduce -0.0% | 42,529 | $25.4M |
| Fiducient Advisors LLC | 3.32% | Reduce -9.3% | 42,517 | $25.4M |
| Baltimore-Washington Financial Advisors, Inc. | 1.10% | Reduce -2.4% | 42,492 | $25.4M |
| Brighton Jones LLC | 0.56% | New | 42,225 | $25.2M |
| Shufro Rose & Co. LLC | 1.72% | Reduce -0.2% | 42,177 | $25.2M |
| Eq LLC | 7.05% | Add +0.8% | 41,899 | $25.0M |
| Topor & Co. Korea | 21.13% | Reduce -24.2% | 41,815 | $25.0M |
| Joel Isaacson & Co., LLC | 0.83% | Add +1.4% | 41,750 | $24.9M |
| TD Capital Management LLC | 2.24% | Add +9.0% | 41,738 | $24.9M |
| Sumitomo Life Insurance Co. | 0.58% | Add +56.4% | 41,600 | $24.9M |
| Y.D. More Investments Ltd | 0.97% | Add +2.8% | 41,592 | $24.8M |
| CWS Financial Advisors, LLC | 6.35% | Reduce -6.1% | 41,480 | $24.8M |
| Cornerstone Wealth Group, LLC | 1.60% | Add +0.9% | 38,283 | $24.8M |
| Retirement Wealth Solutions LLC | 15.58% | Add +0.2% | 41,364 | $24.7M |
| Motley Fool Wealth Management, LLC | 2.79% | Reduce -13.8% | 41,241 | $24.6M |
| First Bank & Trust | 3.96% | Add +17.3% | 41,114 | $24.6M |
| Stuart Investment Advisors, Inc. | 10.71% | Reduce -0.6% | 41,021 | $24.5M |
| Banta Asset Management LP | 24.60% | Reduce -2.8% | 40,947 | $24.5M |
| Signal Tree Financial Partners LLC | 18.37% | Add +2.1% | 40,730 | $24.3M |
| Core Wealth Advisors, Inc. | 5.80% | Add +1.6% | 40,704 | $24.3M |
| Tribridge Partners Financial LLC | 10.05% | Add +2.6% | 40,265 | $24.3M |
| Intelligent Financial Strategies | 12.63% | Reduce -2.1% | 40,567 | $24.2M |
| UNIVEST FINANCIAL Corp | 1.36% | Add +2.4% | 40,527 | $24.2M |
| Naples Global Advisors, LLC | 1.76% | Add +0.8% | 40,474 | $24.2M |
| Balance Wealth Partners LLC | 7.49% | Add +53.5% | 40,372 | $24.1M |
| Independent Financial Group, LLC | 0.54% | Add +11.9% | 40,317 | $24.1M |
| Fort Vancouver Investment Management, LLC | 12.18% | Add +7.0% | 40,157 | $24.0M |
| Cary Street Partners Financial LLC | 0.59% | Add +7.8% | 40,131 | $24.0M |
| CM Wealth Advisors LLC | 5.11% | Reduce -0.5% | 40,118 | $24.0M |
| Tsfg, LLC | 3.63% | Add +1.8% | 40,067 | $23.9M |
| Spire Wealth Management | 0.81% | Reduce -4.0% | 39,773 | $23.8M |
| Venture Visionary Partners LLC | 0.79% | Reduce -0.3% | 39,631 | $23.7M |
| First National Trust Co | 0.81% | Add +5.8% | 39,548 | $23.6M |
| Western Wealth Management, LLC | 0.90% | Add +12.8% | 39,486 | $23.6M |
| Integrity Alliance, Llc. | 0.90% | Reduce -23.4% | 39,410 | $23.5M |
| Thompson Siegel & Walmsley LLC | 0.42% | Reduce -10.3% | 39,373 | $23.5M |
| Trek Financial, LLC | 1.25% | Reduce -30.3% | 39,351 | $23.5M |
| Zurich Insurance Group Ltd | 0.18% | Reduce -4.4% | 39,299 | $23.5M |
| Family Office Research LLC | 10.15% | Reduce -1.8% | 39,086 | $23.4M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -1.1% | 39,030 | $23.3M |
| Envision Financial LLC | 12.54% | Reduce -1.4% | 39,011 | $23.3M |
| Busey Bank | 0.63% | Add +1.2% | 38,952 | $23.3M |
| Waldron Private Wealth LLC | 0.91% | Reduce -3.8% | 38,914 | $23.3M |
| Cascades Capital Asset Management, LLC | 9.85% | Add +4.8% | 38,884 | $23.2M |
| McCollum Christoferson Group LLC | 6.98% | Add +118.1% | 96,324 | $23.2M |
| Carroll Advisory Group, LLC | 9.01% | Reduce -0.7% | 38,829 | $23.2M |
| Sound View Wealth Advisors Group, LLC | 1.58% | Reduce -0.4% | 38,779 | $23.2M |
| Visionary Wealth Advisors | 1.02% | Add +6.9% | 38,573 | $23.0M |
| Alamar Capital Management, LLC | 14.07% | Add +2.1% | 38,539 | $23.0M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 2.91% | Reduce -59.1% | 38,466 | $23.0M |
| Riverpoint Wealth Management Holdings, LLC | 4.88% | Add +2.8% | 38,423 | $23.0M |
| MKT Advisors LLC | 7.70% | Reduce -1.0% | 37,872 | $23.0M |
| Lanark Financial, Inc. | 1.72% | Add +16.1% | 38,372 | $22.9M |
| Ritholtz Wealth Management | 0.40% | Add +117.7% | 38,368 | $22.9M |
| Vise Technologies, Inc. | 0.45% | No change | 36,529 | $22.9M |
| Verdence Capital Advisors LLC | 1.34% | Reduce -3.3% | 38,317 | $22.9M |
| Synergy Investment Management, LLC | 7.42% | Reduce -3.1% | 37,987 | $22.7M |
| Andrews Advisory Associates, LLC | 11.95% | Reduce -3.0% | 37,980 | $22.7M |
| TMB Capital Partners, LLC | 7.62% | Add +4.0% | 37,925 | $22.7M |
| Great Valley Advisor Group, Inc. | 0.41% | Reduce -6.7% | 37,876 | $22.6M |
| Asset One Wealth Management LLC | 2.49% | Add +16.4% | 34,836 | $22.5M |
| Heritage Wealth Advisors | 0.88% | Add +5.6% | 37,617 | $22.5M |
| Rialto Wealth Management, LLC | 5.03% | Add +0.5% | 37,483 | $22.4M |
| Factor Wealth Management LTD | 4.19% | Add +64.4% | 37,287 | $22.3M |
| Scarborough Advisors, LLC | 2.44% | New | 37,264 | $22.3M |
| Highline Wealth Partners LLC | 5.70% | Add +8.1% | 37,259 | $22.3M |
| Div Capital Phoenix Assets Ltd | 5.12% | No change | 37,200 | $22.2M |
| 1834 Investment Advisors Co. | 2.77% | Add +2.4% | 37,106 | $22.2M |
| Richardson Capital Management LLC | 10.69% | Add +17.5% | 37,067 | $22.1M |
| Manchester Capital Management LLC | 3.18% | Add +1.1% | 36,974 | $22.1M |
| Montag A & Associates Inc. | 1.03% | Add +7.7% | 36,953 | $22.1M |
| TruWealth Advisors, LLC | 1.06% | Add +0.1% | 36,766 | $22.0M |
| Caldwell Trust Co | 1.96% | Reduce -1.6% | 36,690 | $21.9M |
| Keystone Financial Group | 1.50% | Add +0.0% | 36,033 | $21.9M |
| Balentine LLC | 0.88% | Add +0.2% | 36,415 | $21.8M |
| Farmers & Merchants Investments Inc. | 0.60% | Reduce -0.3% | 36,260 | $21.7M |
| WNY Asset Management, LLC | 2.24% | — | 36,200 | $21.6M |
| Wealth Group Ltd | 4.91% | Add +1.0% | 36,090 | $21.6M |
| Evergreen Capital Management LLC | 0.47% | Add +1.1% | 36,084 | $21.6M |
| Red Door Wealth Management, LLC | 2.23% | Add +1.9% | 35,952 | $21.5M |
| CVA Family Office, LLC | 2.26% | Reduce -17.9% | 35,946 | $21.5M |
| Maseco LLP | 0.67% | Reduce -2.7% | 35,683 | $21.3M |
| Piedmont Capital Management, LLC | 14.21% | Reduce -0.5% | 35,628 | $21.3M |
| Verus Capital Partners, LLC | 1.46% | Add +6.6% | 35,607 | $21.3M |
| First Command Advisory Services, Inc. | 0.14% | Add +2.6% | 35,492 | $21.2M |
| AssuredPartners Investment Advisors, LLC | 2.31% | Add +4.3% | 34,896 | $21.1M |
| Bridges Investment Management Inc. | 0.29% | Add +14.6% | 35,365 | $21.1M |
| Western Reserve Capital Management, LLC | 17.34% | Add +0.1% | 35,348 | $21.1M |
| Barings LLC | 0.35% | No change | 35,299 | $21.1M |
| waypoint wealth counsel | 10.91% | Reduce -6.9% | 35,295 | $21.1M |
| Thoroughbred Financial Services, LLC | 1.26% | Add +4.9% | 35,213 | $21.0M |
| Caliber Wealth Management, LLC / KS | 2.30% | Reduce -4.6% | 35,189 | $21.0M |
| Spectrum Investment Advisors, Inc. | 10.43% | Add +2.5% | 35,134 | $21.0M |
| American Century Companies Inc. | 0.01% | Reduce -18.6% | 35,100 | $21.0M |
| Beaumont Financial Advisors, LLC | 1.44% | Add +13.4% | 35,047 | $20.9M |
| Capital City Trust Co. | 4.78% | Add +4.6% | 34,988 | $20.9M |
| Asset Allocation & Management Company, LLC | 7.81% | Add +0.9% | 34,985 | $20.9M |
| AMG Asset Management Group, Inc. | 16.22% | Add +161.7% | 34,977 | $20.9M |
| Brown Brothers Harriman & Co. | 0.11% | Reduce -37.3% | 34,932 | $20.9M |
| Rational Advisors, Inc. | 2.27% | Add +4.6% | 34,924 | $20.9M |
| Clark Financial Services Group Inc. | 11.44% | Reduce -9.0% | 34,697 | $20.7M |
| Eagle Strategies LLC | 2.47% | Add +50.8% | 34,602 | $20.7M |
| Fifth Third Wealth Advisors LLC | 0.70% | Add +44.6% | 34,531 | $20.6M |
| Korea Investment CORP | 0.04% | Reduce -84.7% | 34,342 | $20.5M |
| Dodds Wealth, LLC | 5.03% | Add +2.2% | 34,300 | $20.5M |
| JHP Wealth Management, LLC | 19.59% | Add +5.8% | 34,292 | $20.5M |
| B.O.S.S. Retirement Advisors, LLC | 6.23% | Reduce -1.6% | 34,224 | $20.5M |
| Northstar Group, Inc. | 2.99% | Reduce -1.4% | 34,199 | $20.4M |
| Carnegie Investment Counsel | 0.40% | Reduce -3.2% | 34,111 | $20.4M |
| Abound Wealth Management | 4.63% | Add +3.8% | 34,084 | $20.4M |
| Community Bank, N.A. | 2.40% | Add +26.2% | 33,731 | $20.2M |
| Kintra Wealth, LLC | 1.42% | New | 33,641 | $20.1M |
| Wesbanco Bank Inc. | 0.56% | Add +3.5% | 33,595 | $20.1M |
| Kohmann Bosshard Financial Services, LLC | 1.95% | Add +9.0% | 33,527 | $20.0M |
| Quotient Wealth Partners, LLC | 0.53% | Reduce -0.8% | 33,499 | $20.0M |
| Storen Legacy Partners, LLC | 6.22% | Reduce -59.9% | 33,200 | $19.8M |
| Braun Stacey Associates Inc. | 0.66% | Reduce -1.8% | 33,141 | $19.8M |
| Centric Wealth Management | 3.94% | Reduce -4.0% | 29,914 | $19.7M |
| Pinnacle Bancorp, Inc. | 5.82% | Reduce -0.1% | 32,999 | $19.7M |
| Lake Hills Wealth Management, LLC | 10.98% | Reduce -37.9% | 32,870 | $19.6M |
| Meridian Wealth Management, LLC | 0.70% | Add +10.0% | 32,764 | $19.6M |
| Joel Adams & Associates, Inc. | 14.51% | Reduce -3.8% | 32,695 | $19.5M |
| Madden Advisory Services, Inc. | 7.69% | Add +2.8% | 32,689 | $19.5M |
| Twin Focus Capital Partners, LLC | 2.24% | Add +7.5% | 32,611 | $19.5M |
| Ballentine Capital Advisors, Inc | 8.06% | Add +0.8% | 32,590 | $19.5M |
| Harbor Advisory Corp. | 5.83% | Reduce -5.8% | 32,471 | $19.4M |
| Waterloo Capital, L.P. | 1.36% | Add +1.0% | 32,396 | $19.4M |
| CSS LLC | 3.04% | Add +1.8% | 32,210 | $19.2M |
| Marble Wealth, LLC | 3.35% | Add +0.2% | 32,034 | $19.1M |
| Nottingham Advisors, Inc. | 2.45% | Add +28.1% | 31,865 | $19.0M |
| Virtue Capital Management, LLC | 2.90% | Reduce -12.2% | 32,755 | $19.0M |
| Brave Asset Management Inc. | 4.51% | Add +0.1% | 31,773 | $19.0M |
| Conning Inc. | 0.65% | Reduce -1.2% | 31,492 | $18.8M |
| Fort Sheridan Advisors LLC | 2.26% | Add +9.4% | 31,239 | $18.7M |
| Owl Creek Wealth Partners LLC | 6.65% | — | 31,213 | $18.7M |
| Parkside Financial Bank & Trust | 1.43% | Add +4.8% | 31,204 | $18.6M |
| Burney Co./ | 0.58% | Reduce -3.7% | 31,166 | $18.6M |
| AdvisorNet Financial, Inc | 0.96% | Add +15.4% | 31,158 | $18.6M |
| Tower Bridge Advisors | 1.80% | New | 31,158 | $18.6M |
| Toronto Dominion Bank | 0.04% | Reduce -5.3% | 30,968 | $18.5M |
| Sunbeam Capital Management, LLC | 10.60% | Add +2.0% | 30,979 | $18.5M |
| HORAN Wealth, LLC | 1.76% | Add +96.3% | 30,656 | $18.5M |
| jvl associates llc | 6.20% | Add +2652.0% | 30,960 | $18.5M |
| Abacus Planning Group, Inc. | 2.49% | Reduce -1.4% | 30,930 | $18.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.05% | Add +1.0% | 30,898 | $18.5M |
| Lakeshore Financial Planning, Inc. | 6.67% | Reduce -16.6% | 30,803 | $18.4M |
| Facet Wealth, Inc. | 0.32% | Add +5.0% | 30,518 | $18.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2.23% | Add +8.5% | 30,514 | $18.2M |
| Matrix Asset Advisors Inc. | 1.67% | Add +8.1% | 30,455 | $18.2M |
| SVB Wealth LLC | 1.19% | Reduce -0.1% | 30,338 | $18.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +233.1% | 30,272 | $18.1M |
| Sage Investment Advisers LLC | 13.31% | Add +1.8% | 29,848 | $18.0M |
| Dorsey & Whitney Trust CO LLC | 0.99% | Add +3.1% | 30,065 | $18.0M |
| JDM Financial Group LLC | 6.92% | Reduce -23.8% | 300,823 | $18.0M |
| Ingalls & Snyder LLC | 0.64% | Add +2.7% | 30,008 | $17.9M |
| Keating Financial Advisory Services, Inc. | 2.90% | Reduce -2.5% | 29,985 | $17.9M |
| Brandywine Asset Management, Inc. | 14.21% | No change | 29,573 | $17.9M |
| Zuckerman Investment Group, LLC | 1.69% | Add +4.1% | 29,952 | $17.9M |
| Envision Financial Transparency, LLC | 17.32% | — | 29,836 | $17.8M |
| Ground Swell Capital, LLC | 36.86% | New | 29,813 | $17.8M |
| N.E.W. Advisory Services LLC | 1.33% | Add +6.5% | 29,690 | $17.7M |
| Davidson Kahn Capital Management, LLC | 9.42% | Reduce -9.3% | 29,556 | $17.7M |
| Gibson Wealth Advisors LLC | 11.83% | Add +0.2% | 29,547 | $17.7M |
| Haverford Trust Co | 0.16% | Add +4.1% | 29,531 | $17.6M |
| Ironsides Asset Advisors, LLC | 4.43% | Add +0.1% | 29,529 | $17.6M |
| Empowered Funds, LLC | 0.11% | New | 29,486 | $17.6M |
| Evolution Wealth Advisors, LLC | 1.79% | Add +3.5% | 29,476 | $17.6M |
| Atlanta Consulting Group Advisors, LLC | 3.78% | Add +2.7% | 29,460 | $17.6M |
| IHT Wealth Management, LLC | 0.41% | Reduce -7.9% | 29,361 | $17.5M |
| Main Street Financial Solutions, LLC | 1.28% | Add +7.0% | 29,324 | $17.5M |
| Whitaker-Myers Wealth Managers, LTD. | 3.49% | Add +16.1% | 29,304 | $17.5M |
| Modera Wealth Management, LLC | 0.21% | Add +1.7% | 29,286 | $17.5M |
| Battery Global Advisors, LLC | 9.39% | Add +499.8% | 29,270 | $17.5M |
| NewCorp Financial Services, Inc. | 15.16% | Add +3.2% | 29,267 | $17.5M |
| Ogorek Anthony Joseph /NY/ | 4.79% | Reduce -6.3% | 29,256 | $17.5M |
| Secure Asset Management, LLC | 2.77% | Reduce -13.9% | 29,209 | $17.5M |
| Chris Bulman Inc | 7.64% | Add +1.7% | 29,182 | $17.4M |
| Blackston Financial Advisory Group, LLC | 10.88% | Add +0.4% | 29,043 | $17.4M |
| Arista Wealth Management, LLC | 2.11% | Reduce -4.7% | 29,037 | $17.4M |
| Pilgrim Partners Asia Pte Ltd | 7.31% | Reduce -2.9% | 29,000 | $17.3M |
| Flagship Harbor Advisors, LLC | 0.76% | Add +6.0% | 28,902 | $17.3M |
| Avory & Company, LLC | 22.27% | No change | 28,810 | $17.2M |
| First American Bank | 1.08% | Add +15.2% | 28,703 | $17.2M |
| Baker Ellis Asset Management LLC | 2.03% | Reduce -3.5% | 28,604 | $17.1M |
| Caerus Investment Advisors, LLC | 7.21% | Add +0.1% | 28,582 | $17.1M |
| U.S. Capital Wealth Advisors, LLC | 0.43% | Reduce -2.5% | 28,512 | $17.0M |
| Allie Family Office LLC | 7.39% | Add +36.2% | 28,364 | $16.9M |
| Future Financial Wealth Managment LLC | 10.92% | Add +4.6% | 26,279 | $16.9M |
| Florida Financial Advisors, LLC | 4.04% | Add +6.7% | 28,294 | $16.9M |
| Cozad Asset Management Inc. | 1.33% | Add +2.4% | 28,283 | $16.9M |
| Certified Advisory Corp | 1.52% | Add +3.1% | 28,263 | $16.9M |
| FWG Investments, LLC. | 10.73% | Reduce -3.1% | 28,248 | $16.9M |
| Silvercrest Asset Management Group LLC | 0.12% | Reduce -8.3% | 28,214 | $16.9M |
| Jane Street Group, LLC | 0.02% | Reduce -2.3% | 28,130 | $16.8M |
| Compound Planning, Inc. | 0.52% | Reduce -66.7% | 28,089 | $16.8M |
| Washington Trust Advisors, Inc. | 1.34% | Add +5.1% | 27,802 | $16.6M |
| Vested Financial Planning, LLC | 12.62% | Add +6.4% | 27,724 | $16.6M |
| Gutierrez Wealth Advisory, LLC | 10.27% | Reduce -2.1% | 27,657 | $16.5M |
| Glenview Trust Co | 0.26% | Add +3.0% | 27,651 | $16.5M |
| Guardian Financial Partners, LLC | 6.97% | Reduce -5.1% | 27,634 | $16.5M |
| Lowery Thomas, LLC | 9.39% | Reduce -1.4% | 27,491 | $16.4M |
| Investment Counsel Co. of Nevada | 36.84% | Add +1.1% | 27,404 | $16.4M |
| Lowe Brockenbrough & Co. Inc. | 0.81% | Reduce -0.7% | 27,278 | $16.3M |
| Vicus Capital | 1.20% | Add +13.7% | 27,239 | $16.3M |
| Payden & Rygel | 1.27% | Add +0.9% | 27,207 | $16.3M |
| Invenio Wealth Partners LLC | 6.45% | Add +7.2% | 27,204 | $16.3M |
| Wetzel Investment Advisors, Inc. | 6.48% | Add +6.2% | 27,196 | $16.3M |
| Aspire Growth Partners LLC | 11.10% | Add +8.3% | 27,064 | $16.2M |
| Sowell Financial Services LLC | 0.60% | Add +17.5% | 27,061 | $16.2M |
| GM Advisory Group, LLC | 0.62% | Add +1.7% | 26,987 | $16.1M |
| Cadia Private Client LLC | 13.07% | Reduce -0.3% | 26,960 | $16.1M |
| CORDA Investment Management, LLC. | 1.11% | Add +0.1% | 26,920 | $16.1M |
| Intentional Wealth Strategies, LLC | 14.97% | — | 26,905 | $16.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.28% | Add +1.9% | 26,894 | $16.1M |
| Meridian Wealth Advisors, LLC | 2.12% | Reduce -10.6% | 26,772 | $16.0M |
| Sapient Capital LLC | 0.24% | Add +0.8% | 26,755 | $16.0M |
| Hilltop Holdings Inc. | 1.45% | Add +9.3% | 26,724 | $16.0M |
| Lodestar Private Asset Management LLC | 1.57% | Add +2.2% | 26,561 | $15.9M |
| Rossmore Private Capital | 1.39% | Reduce -0.1% | 26,389 | $15.8M |
| Intellus Advisors LLC | 2.15% | Add +1.7% | 26,325 | $15.7M |
| Becker Capital Management Inc. | 0.46% | Add +36.0% | 26,038 | $15.6M |
| Independent Family Office, LLC | 6.40% | Add +8.1% | 26,031 | $15.6M |
| Curbstone Financial Management Corp | 2.97% | Reduce -1.8% | 25,972 | $15.5M |
| Peachtree Investment Partners, LLC | 5.91% | Reduce -14.1% | 25,971 | $15.5M |
| FSB Premier Wealth Management, Inc. | 4.86% | Reduce -1.1% | 25,956 | $15.5M |
| Security Financial Services, INC. | 2.45% | Add +2.5% | 25,935 | $15.5M |
| Insigneo Advisory Services, LLC | 1.10% | Add +11.8% | 25,751 | $15.4M |
| Walkner Condon Financial Advisors LLC | 2.03% | Add +0.5% | 25,716 | $15.4M |
| Berger Financial Group, Inc | 0.86% | Reduce -1.9% | 25,688 | $15.3M |
| Beacon Investment Advisory Services, Inc. | 0.63% | Add +34.8% | 25,556 | $15.3M |
| Ascent Group, LLC | 0.53% | Reduce -1.4% | 25,508 | $15.2M |
| HUB Investment Partners, LLC | 0.37% | Add +20.7% | 25,492 | $15.2M |
| Tritonpoint Wealth, LLC | 1.63% | Reduce -2.1% | 25,409 | $15.2M |
| Freestate Advisors LLC | 12.12% | Add +5.1% | 25,367 | $15.2M |
| Formulate Financial LLC | 18.67% | Add +1.0% | 25,298 | $15.1M |
| LBMC Investment Advisors, LLC | 0.92% | Add +1.6% | 25,287 | $15.1M |
| Peak Financial Management, Inc. | 3.83% | Reduce -6.0% | 25,270 | $15.1M |
| Global Endowment Management, LP | 1.69% | Add +3.3% | 25,270 | $15.1M |
| Ofc Financial Planning, LLC | 14.81% | Reduce -0.4% | 25,213 | $15.1M |
| International Assets Investment Management, LLC | 1.05% | Add +2.4% | 24,980 | $15.0M |
| Uptick Partners, LLC | 2.99% | Add +2.4% | 25,105 | $15.0M |
| Ascentis Independent Advisors | 1.13% | Add +87.0% | 25,057 | $15.0M |
| BTC Capital Management, Inc. | 1.01% | Add +28.3% | 25,050 | $15.0M |
| Avity Investment Management Inc. | 1.08% | Add +0.1% | 24,908 | $14.9M |
| Stone Loft Wealth Management LLC | 10.57% | Add +88.4% | 24,757 | $14.8M |
| Benjamin Edwards Inc. | 0.15% | Add +0.8% | 24,693 | $14.8M |
| Aspen Grove Capital, LLC | 2.87% | Add +7.0% | 24,689 | $14.8M |
| Laurel Wealth Planning LLC | 7.77% | Reduce -0.0% | 24,646 | $14.7M |
| Snowden Capital Advisors LLC | 0.39% | Reduce -3.5% | 24,601 | $14.7M |
| Hegarty Advisors, LLC | 11.58% | Add +1.8% | 24,579 | $14.7M |
| YANKCOM Partnership | 6.03% | Add +8.7% | 24,550 | $14.7M |
| GC Wealth Management RIA, LLC | 0.61% | Reduce -55.9% | 24,525 | $14.7M |
| Traction Financial Partners, LLC | 8.95% | Add +1.5% | 24,339 | $14.5M |
| Charis Legacy Partners, LLC | 21.23% | Add +2.5% | 24,290 | $14.5M |
| SG Americas Securities, LLC | 0.02% | Add +110.9% | 24,244 | $14.5M |
| Baron Silver Stevens Financial Advisors, LLC | 2.10% | Add +3.3% | 24,203 | $14.5M |
| Silverlake Wealth Management LLC | 3.05% | Add +14.6% | 24,195 | $14.5M |
| ArchPoint Investors | 3.44% | Add +5.1% | 24,180 | $14.4M |
| Flower City Capital | 7.23% | Add +1.8% | 24,134 | $14.4M |
| Luminvest Wealth Management LLC | 3.77% | Add +3.6% | 23,325 | $14.4M |
| Westmount Partners, LLC | 3.55% | Add +1.9% | 24,098 | $14.4M |
| Traphagen Investment Advisors LLC | 1.17% | Add +0.2% | 24,064 | $14.4M |
| TFB Advisors LLC | 7.52% | Reduce -19.1% | 24,030 | $14.4M |
| Roth Financial Partners LLC | 4.89% | Reduce -23.4% | 23,960 | $14.3M |
| DeDora Capital, Inc. | 3.50% | Reduce -1.6% | 23,913 | $14.3M |
| Covington Investment Advisors Inc. | 2.10% | Add +8.4% | 23,890 | $14.3M |
| Calder Financial LLC | 14.16% | Reduce -2.5% | 23,677 | $14.3M |
| Xena Financial Planning, LLC | 16.07% | Add +4.2% | 23,800 | $14.2M |
| Blue Square Asset Management, LLC | 6.75% | Reduce -25.6% | 23,798 | $14.2M |
| First Heartland Consultants, Inc. | 1.09% | Add +1.4% | 23,719 | $14.2M |
| Retirement Capital Strategies | 5.35% | Reduce -1.3% | 23,681 | $14.2M |
| WorthPointe, LLC | 3.85% | Reduce -14.5% | 23,651 | $14.1M |
| Bishop & Co Investment Management, LLC | 4.85% | Reduce -2.9% | 23,647 | $14.1M |
| M Holdings Securities, Inc. | 0.95% | Add +3.0% | 21,326 | $14.1M |
| Strategic Financial Group, LLC | 14.48% | — | 23,544 | $14.1M |
| Wilmington Savings Fund Society, FSB | 0.33% | Add +7.0% | 23,388 | $14.0M |
| Stelac Advisory Services LLC | 2.83% | Add +5.0% | 23,371 | $14.0M |
| Marshall Financial Group, LLC | 2.24% | Add +43.8% | 23,363 | $14.0M |
| Activest Wealth Management | 2.44% | Reduce -2.7% | 23,279 | $13.9M |
| Searcy Financial Services Inc. | 5.14% | Add +75.1% | 23,200 | $13.9M |
| Connecticut Wealth Management, LLC | 0.58% | Add +6.8% | 23,020 | $13.8M |
| KPP Advisory Services LLC | 1.99% | Add +24.6% | 22,988 | $13.7M |
| Schneider Downs Wealth Management Advisors, LP | 1.51% | Add +0.6% | 22,843 | $13.6M |
| Legacy Wealth Partners, LLC | 3.42% | Add +4.3% | 22,839 | $13.6M |
| Trinity Financial Advisors LLC | 3.88% | Add +6.7% | 22,794 | $13.6M |
| Central Valley Advisors, LLC | 3.70% | Add +8.1% | 22,713 | $13.6M |
| McNaughton Wealth Management, LLC | 5.61% | Add +105.1% | 22,710 | $13.6M |
| Cordoba Advisory Partners LLC | 3.74% | Reduce -22.5% | 22,629 | $13.5M |
| Disciplina Capital Management LLC | 1.43% | Add +2.3% | 22,584 | $13.5M |
| Sachem Hill LLC | 2.61% | Reduce -0.5% | 22,552 | $13.5M |
| Soundwatch Capital LLC | 1.70% | Reduce -0.7% | 22,527 | $13.5M |
| Ausdal Financial Partners, Inc. | 0.60% | Add +3.7% | 22,525 | $13.5M |
| Hilltop National Bank | 3.20% | Add +7.4% | 22,490 | $13.4M |
| Mendel Capital Management LLC | 6.68% | — | 22,242 | $13.3M |
| Huntington National Bank | 0.10% | New | 22,213 | $13.3M |
| Continuum Advisory, LLC | 1.27% | Add +3.6% | 22,150 | $13.2M |
| Oakmont Advisory Group, LLC | 13.43% | Add +16.4% | 22,065 | $13.2M |
| Patten & Patten Inc. | 0.79% | Add +3.0% | 22,028 | $13.2M |
| Enclave Advisors LLC | 1.88% | Add +3.5% | 22,021 | $13.2M |
| Fiduciary Advisors, Inc. | 9.88% | Add +3.2% | 22,007 | $13.2M |
| Precedent Wealth Partners, LLC | 2.63% | Add +5.8% | 21,988 | $13.1M |
| Eight 31 Financial, LLC | 7.93% | Add +1.5% | 21,966 | $13.1M |
| Bridgewater Advisors Inc. | 0.78% | Add +3.0% | 19,142 | $13.1M |
| Sageworth Trust Co of South Dakota | 10.33% | Add +1.2% | 21,828 | $13.0M |
| Principal Securities, Inc. | 0.19% | Reduce -1.1% | 21,697 | $13.0M |
| Prospera Capital Management, LLC | 6.49% | Add +1.6% | 21,655 | $12.9M |
| Resonant Capital Advisors, LLC | 0.68% | Reduce -2.5% | 21,596 | $12.9M |
| Harbor Investment Advisory, LLC | 1.01% | Add +0.8% | 21,518 | $12.9M |
| Bryn Mawr Trust Advisors, LLC | 0.62% | Add +0.5% | 21,488 | $12.8M |
| Verus Wealth Management, LLC | 11.88% | Add +2.0% | 21,409 | $12.8M |
| McClarren Financial Advisors, Inc. | 7.57% | Reduce -62.8% | 21,407 | $12.8M |
| Strategic Blueprint, LLC | 0.74% | Reduce -1.0% | 21,357 | $12.8M |
| Center For Asset Management LLC | 6.31% | Add +16.9% | 21,246 | $12.7M |
| WCG Wealth Advisors LLC | 0.36% | Add +7.4% | 21,245 | $12.7M |
| Wealthspire Retirement, LLC | 0.76% | Reduce -0.7% | 21,215 | $12.7M |
| BridgePort Financial Solutions, LLC | 3.59% | Add +14.5% | 21,208 | $12.7M |
| Up Capital Management, Inc. | 14.21% | Reduce -13.9% | 21,193 | $12.7M |
| Philadelphia Trust Co. | 0.89% | Reduce -0.9% | 21,188 | $12.7M |
| Bison Wealth, LLC | 1.23% | Reduce -0.2% | 18,535 | $12.6M |
| Moisand Fitzgerald Tamayo, LLC | 1.36% | Reduce -4.0% | 21,143 | $12.6M |
| Stock Yards Bank & Trust Co. | 0.39% | Add +4.1% | 21,118 | $12.6M |
| Donalies Financial Planning, LLC | 10.75% | Add +6.7% | 21,100 | $12.6M |
| Roehl & Yi Investment Advisors, LLC | 4.72% | Add +38.0% | 200,814 | $12.6M |
| Systelligence, LLC | 2.44% | Reduce -10.4% | 21,028 | $12.6M |
| Oasis Advisors, LLC | 2.45% | Add +3306.2% | 25,989 | $12.5M |
| Sivia Capital Partners, LLC | 2.42% | Reduce -0.2% | 20,870 | $12.5M |
| PFG Investments, LLC | 0.58% | Add +29.4% | 20,735 | $12.4M |
| Financial Engines Advisors L.L.C. | 0.03% | Reduce -0.2% | 20,623 | $12.3M |
| Bangor Savings Bank | 0.98% | Add +0.2% | 20,540 | $12.3M |
| Pachira Investments Inc. | 5.71% | Reduce -5.2% | 20,454 | $12.2M |
| Climber Capital SA | 7.97% | Reduce -20.7% | 20,881 | $12.2M |
| Coyle Financial Counsel LLC | 2.57% | Reduce -2.1% | 20,318 | $12.1M |
| Indivisible Partners | 1.07% | Add +64.5% | 20,308 | $12.1M |
| Midwest Financial Partners Investments, Inc. | 6.42% | Add +19.2% | 20,259 | $12.1M |
| Van Strum & Towne Inc. | 3.52% | Reduce -0.8% | 20,169 | $12.1M |
| Centaurus Financial, Inc. | 0.57% | Add +4.4% | 20,099 | $12.0M |
| Spartan Wealth Advisory Services LLC | 1.05% | — | 20,063 | $12.0M |
| River's Edge Wealth Management, LLC | 11.21% | Add +14.3% | 18,195 | $11.9M |
| KWB Wealth | 1.18% | No change | 19,039 | $11.9M |
| Sendero Wealth Management, LLC | 1.32% | Reduce -2.9% | 19,953 | $11.9M |
| Saiph Capital, LLC | 4.50% | Reduce -1.7% | 19,884 | $11.9M |
| Landaas & Co. /Wi | 2.60% | Reduce -1.0% | 19,833 | $11.9M |
| Gambit Capital Management, LLC | 8.49% | Reduce -12.3% | 19,808 | $11.8M |
| Delta Wealth Advisors LLC | 9.00% | Reduce -2.3% | 19,799 | $11.8M |
| Ritter Daniher Financial Advisory LLC / DE | 2.00% | Reduce -0.4% | 19,707 | $11.8M |
| CSM Advisors, LLC | 0.29% | Add +0.2% | 19,706 | $11.8M |
| Prosperitas Financial LLC | 4.38% | Add +0.5% | 19,669 | $11.8M |
| B. Riley Wealth Advisors, Inc. | 0.76% | Reduce -1.9% | 20,215 | $11.7M |
| Traynor Capital Management, Inc. | 0.70% | Add +0.9% | 20,172 | $11.7M |
| Clark Asset Management, LLC | 1.10% | Add +2.9% | 19,605 | $11.7M |
| Viewpoint Capital Management LLC | 5.47% | No change | 19,585 | $11.7M |
| Hyposwiss Advisors SA | 11.56% | No change | 19,575 | $11.7M |
| Fortitude Family Office, LLC | 2.62% | Reduce -0.1% | 19,540 | $11.7M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.42% | Add +6.3% | 19,455 | $11.6M |
| Golden Road Advisors LLC | 6.68% | Reduce -1.1% | 19,409 | $11.6M |
| New England Private Wealth Advisors LLC | 1.33% | Add +2.0% | 19,340 | $11.6M |
| Soltis Investment Advisors LLC | 0.75% | Add +2.6% | 19,313 | $11.5M |
| Plan Group Financial, LLC | 2.70% | Reduce -30.0% | 19,272 | $11.5M |
| Pursuit Wealth Strategies, LLC | 15.97% | Add +0.4% | 19,229 | $11.5M |
| Hikari Power Ltd | 1.00% | No change | 19,200 | $11.5M |
| J. Mark Nickell & Co. | 10.34% | Reduce -7.2% | 19,161 | $11.4M |
| Nations Financial Group Inc, /Ia/ | 0.59% | Add +15.8% | 19,131 | $11.4M |
| Cannell & Spears LLC | 0.23% | Reduce -6.3% | 19,125 | $11.4M |
| Legacy Private Trust Co. | 0.71% | Reduce -0.3% | 19,092 | $11.4M |
| Leo Wealth, LLC | 0.83% | Add +13.7% | 19,061 | $11.4M |
| Junk Investment Group, LLC | 5.95% | — | 18,992 | $11.3M |
| Pine Valley Investments Ltd Liability Co | 0.55% | Add +2.8% | 18,979 | $11.3M |
| Beacon Bridge Wealth Partners, LLC | 3.78% | Reduce -1.4% | 18,898 | $11.3M |
| Independence Bank of Kentucky | 1.43% | Add +12.1% | 18,872 | $11.3M |
| WoodTrust Financial Corp | 1.46% | Reduce -25.9% | 18,857 | $11.3M |
| Pullen Investment Management, LLC | 5.65% | Reduce -0.0% | 18,819 | $11.2M |
| Websterrogers Financial Advisors, LLC | 3.22% | Add +3.9% | 18,815 | $11.2M |
| White Lighthouse Investment Management Inc. | 1.56% | Add +0.9% | 18,812 | $11.2M |
| Donaldson Capital Management, LLC | 0.36% | Add +3.9% | 18,796 | $11.2M |
| Magnus Financial Group LLC | 0.92% | Add +4.1% | 18,771 | $11.2M |
| Horizon Investments, LLC | 0.13% | Add +35.7% | 18,688 | $11.2M |
| Mission Wealth Management, LP | 0.23% | Add +8.8% | 18,682 | $11.2M |
| Creative Financial Designs Inc. | 0.68% | Add +2.6% | 18,675 | $11.2M |
| Serenus Wealth Advisors, LLC | 2.23% | Add +2.4% | 18,670 | $11.2M |
| Valor Advisors LLC | 9.37% | No change | 17,758 | $11.1M |
| Oath Planning, LLC | 9.86% | Add +20.4% | 18,576 | $11.1M |
| Rothschild Investment LLC | 0.58% | Add +6.3% | 18,575 | $11.1M |
| Rockland Trust Co. | 0.44% | Add +1.4% | 18,519 | $11.1M |
| First United Bank & Trust | 3.59% | Reduce -10.4% | 18,510 | $11.1M |
| Navigate Wealth Management, LLC | 7.75% | — | 17,044 | $11.0M |
| Cambridge Capital Management, LLC | 4.72% | Add +9.5% | 18,332 | $11.0M |
| OpenArc Corporate Advisory, LLC | 0.16% | Add +13.1% | 18,299 | $10.9M |
| Cannon Capital Management, Inc. | 8.78% | Add +11.1% | 18,075 | $10.8M |
| Cypress Point Wealth Management, LLC | 2.32% | Reduce -1.8% | 18,059 | $10.8M |
| Hudson Oak Wealth Advisory LLC | 9.34% | Add +1.4% | 17,987 | $10.7M |
| Strive Financial Group ,LLC | 5.70% | Add +17.4% | 17,951 | $10.7M |
| Agate Pass Investment Management, LLC | 4.17% | Add +76.2% | 17,842 | $10.7M |
| SP Asset Management LLC | 0.94% | Reduce -2.7% | 17,838 | $10.7M |
| Cornerstone National Bank & Trust Co | 3.91% | New | 17,626 | $10.6M |
| Wellspring Financial Advisors, LLC | 0.80% | Reduce -3.6% | 350,676 | $10.6M |
| Private Trust Co. NA | 0.95% | Reduce -3.2% | 17,738 | $10.6M |
| Five Pine Wealth Management | 6.58% | Add +2.6% | 17,719 | $10.6M |
| NORTHSTAR ASSET MANAGEMENT Co | 2.38% | Add +5.2% | 17,715 | $10.6M |
| Mittelman Wealth Management | 6.59% | Reduce -3.8% | 17,684 | $10.6M |
| Pitcairn Wealth Advisors LLC | 0.97% | No change | 16,811 | $10.5M |
| Pinnacle Associates Ltd. | 0.14% | Add +1.5% | 17,622 | $10.5M |
| Empower Advisory Group, LLC | 0.03% | Reduce -6.3% | 17,596 | $10.5M |
| Balefire, LLC | 1.97% | Add +5.3% | 17,533 | $10.5M |
| Relyea Zuckerberg Hanson LLC | 1.05% | Add +0.5% | 17,484 | $10.4M |
| West Bancorporation Inc. | 5.21% | Add +3.2% | 17,479 | $10.4M |
| Victrix Investment Advisors | 3.78% | Add +7.5% | 17,432 | $10.4M |
| BancFirst Trust & Investment Management | 4.60% | Reduce -1.6% | 17,857 | $10.4M |
| J.Safra Asset Management Corp | 0.56% | Add +0.2% | 17,337 | $10.4M |
| Burling Wealth Partners, LLC | 1.67% | Add +23.5% | 17,327 | $10.4M |
| Evernest Financial Advisors, LLC | 2.15% | Reduce -0.0% | 15,729 | $10.3M |
| McDonald Partners LLC | 2.44% | Add +33.0% | 17,292 | $10.3M |
| Clifford Swan Investment Counsel LLC | 0.35% | Reduce -1.1% | 17,244 | $10.3M |
| Financial Enhancement Group LLC | 1.28% | Add +22.4% | 15,764 | $10.3M |
| Birch Financial Group, LLC | 6.01% | Add +19.0% | 17,218 | $10.3M |
| Rockwood Wealth Management, LLC | 0.74% | Add +0.3% | 17,193 | $10.3M |
| Advyzon Investment Management, LLC | 0.92% | Add +16.8% | 17,179 | $10.3M |
| Global Financial Private Client, LLC | 3.36% | Add +12.7% | 17,176 | $10.3M |
| Sumitomo Mitsui Financial Group, Inc. | 0.21% | Reduce -1.2% | 17,088 | $10.2M |
| Gateway Wealth Partners, LLC | 0.40% | Add +412.4% | 17,085 | $10.2M |
| Vision Retirement, LLC | 2.90% | Add +5.4% | 17,081 | $10.2M |
| Arete Wealth Advisors, LLC | 0.76% | Reduce -21.1% | 17,068 | $10.2M |
| Pennsylvania Capital Management Inc. | 2.93% | Add +1.2% | 17,058 | $10.2M |
| Summit Financial Strategies, Inc. | 0.80% | Add +15.0% | 17,039 | $10.2M |
| Thomist Capital Management, LP | 3.47% | New | 17,000 | $10.2M |
| Bridgewealth Advisory Group, LLC | 2.10% | Add +3.5% | 16,963 | $10.1M |
| Red Cedar Investment Management, LLC | 1.05% | No change | 16,900 | $10.1M |
| MMBG Investment Advisors Co. | 0.93% | Add +0.9% | 16,876 | $10.1M |
| Sunburst Financial Group, LLC | 1.94% | Reduce -0.1% | 16,842 | $10.1M |
| Vestia Personal Wealth Advisors | 4.72% | Add +59.9% | 16,809 | $10.0M |
| Root Financial Partners, LLC | 0.46% | Add +4.9% | 16,776 | $10.0M |
| Family CFO Inc | 4.48% | Reduce -13.4% | 16,727 | $10.0M |
| Navis Wealth Advisors, LLC | 5.10% | Reduce -0.1% | 16,719 | $10.0M |
| Canvas Wealth Advisors, LLC | 1.70% | Add +0.5% | 16,707 | $10.0M |
| Cidel Asset Management Inc. | 0.54% | Add +71.1% | 16,702 | $10.0M |
| SeaCrest Wealth Management, LLC | 1.07% | Add +5.0% | 16,686 | $10.0M |
| Ashton Thomas Private Wealth, LLC | 0.24% | Reduce -9.5% | 16,630 | $9.9M |
| Smith Shellnut Wilson LLC | 4.35% | Reduce -54.4% | 16,601 | $9.9M |
| Duncan Williams Asset Management, LLC | 2.74% | Add +0.4% | 16,547 | $9.9M |
| Dakota Wealth Management | 0.21% | Add +0.8% | 16,507 | $9.9M |
| LS Investment Advisors, LLC | 1.47% | Reduce -12.2% | 16,490 | $9.9M |
| Thrive Wealth Management, LLC | 1.47% | Add +2.7% | 16,490 | $9.9M |
| Mitchell Sinkler & Starr | 4.55% | Add +2.2% | 16,478 | $9.8M |
| HighMark Wealth Management LLC | 4.00% | Add +5.3% | 16,511 | $9.8M |
| Florida Trust Wealth Management Co | 0.28% | Add +14.0% | 16,439 | $9.8M |
| CacheTech Inc. | 1.88% | Reduce -3.2% | 16,354 | $9.8M |
| Wealth Watch Advisors, INC | 4.10% | Add +4.2% | 16,353 | $9.8M |
| Staley Capital Advisers Inc. | 0.41% | Add +1.2% | 16,295 | $9.7M |
| Breakwater Capital Group | 1.30% | Add +1.2% | 16,282 | $9.7M |
| Tactive Advisors, LLC | 2.74% | Add +5.2% | 16,272 | $9.7M |
| Bank of New Hampshire | 2.22% | Reduce -3.0% | 16,251 | $9.7M |
| NavPoint Financial, Inc. | 3.90% | Add +0.8% | 16,140 | $9.6M |
| Bradley Foster & Sargent Inc. | 0.15% | Add +1.5% | 16,082 | $9.6M |
| SageView Advisory Group, LLC | 0.35% | Reduce -2.8% | 16,080 | $9.6M |
| Sovran Advisors, LLC | 0.75% | Add +3.9% | 14,516 | $9.6M |
| Good Steward Wealth Advisors,LLC | 6.13% | Add +14.6% | 15,961 | $9.5M |
| Smith, Moore & Co. | 0.69% | Reduce -12.0% | 15,941 | $9.5M |
| Fiduciary Alliance LLC | 0.58% | Add +1.9% | 14,802 | $9.5M |
| Ridgecrest Wealth Partners, LLC | 5.25% | Add +20.2% | 15,930 | $9.5M |
| Stratos Wealth Advisors, LLC | 0.59% | Reduce -72.9% | 15,920 | $9.5M |
| Stephen J. Garry & Associates, LLC | 7.65% | Reduce -2.9% | 15,920 | $9.5M |
| Adams Wealth Management | 2.09% | Reduce -1.8% | 15,895 | $9.5M |
| McKinley Carter Wealth Services, Inc. | 0.54% | Add +2.6% | 15,722 | $9.4M |
| Marble Harbor Investment Counsel, LLC | 1.01% | Add +0.1% | 15,670 | $9.4M |
| ICONIQ Capital, LLC | 0.21% | No change | 15,664 | $9.4M |
| Migdal Insurance & Financial Holdings Ltd. | 0.08% | Reduce -3.8% | 15,635 | $9.3M |
| Brooklyn Investment Group | 0.29% | Add +42.3% | 15,585 | $9.3M |
| Regal Investment Advisors LLC | 0.54% | Add +1.0% | 15,523 | $9.3M |
| Cedar Wealth Management, LLC | 2.70% | Add +4.5% | 15,519 | $9.3M |
| NBT Bank, N.A. | 0.61% | Reduce -9.0% | 15,490 | $9.3M |
| Causey Wealth LLC | 3.92% | Add +5.8% | 15,469 | $9.2M |
| Global Assets Advisory, LLC | 2.64% | Add +89.0% | 19,890 | $9.2M |
| Nwam LLC | 0.53% | Add +3.8% | 15,443 | $9.2M |
| Everest Financial Group LLC | 1.52% | New | 15,436 | $9.2M |
| Eastern Bank | 0.16% | Reduce -6.1% | 15,396 | $9.2M |
| Defined Wealth Management, LLC | 5.38% | Add +0.9% | 15,365 | $9.2M |
| M3 Advisory Group, LLC | 5.66% | Add +5.9% | 15,361 | $9.2M |
| First Horizon Corp. | 0.38% | Reduce -41.1% | 15,357 | $9.2M |
| Thrive Capital Management, LLC | 2.00% | Add +18.3% | 15,301 | $9.1M |
| Lavelle Capital LP | 5.67% | No change | 15,286 | $9.1M |
| Peak Asset Management, LLC | 1.61% | Add +2.9% | 15,262 | $9.1M |
| Alpha Financial Advisors, LLC | 2.79% | Add +0.6% | 15,257 | $9.1M |
| Bank of Nova Scotia | 0.02% | Reduce -5.9% | 15,183 | $9.1M |
| Fonville Wealth Management LLC | 1.72% | Reduce -5.9% | 15,142 | $9.0M |
| New York Life Investment Management LLC | 0.08% | Add +26.1% | 15,142 | $9.0M |
| Hexagon Capital Partners LLC | 1.32% | Add +0.6% | 15,137 | $9.0M |
| Hurley Capital, LLC | 4.86% | Reduce -0.7% | 15,137 | $9.0M |
| North Star Asset Management Inc. | 0.39% | Add +6.0% | 15,101 | $9.0M |
| Traveka Wealth, LLC | 3.43% | Reduce -3.8% | 15,052 | $9.0M |
| Headlands Technologies LLC | 1.02% | Reduce -83.0% | 15,025 | $9.0M |
| Parthenon LLC | 1.02% | Add +3.6% | 14,995 | $9.0M |
| LifePlan Investment Advisors, Inc. | 3.52% | Reduce -7.3% | 14,989 | $9.0M |
| Tudor Financial Inc. | 4.58% | Reduce -0.8% | 14,980 | $9.0M |
| Lloyd Advisory Services, LLC. | 2.56% | Add +45.7% | 14,971 | $8.9M |
| Kingdom Financial Group LLC. | 2.56% | Reduce -2.6% | 14,971 | $8.9M |
| UMB Bank, n.a. | 0.12% | Reduce -3.0% | 14,950 | $8.9M |
| MorganRosel Wealth Management, LLC | 3.51% | Reduce -9.1% | 14,898 | $8.9M |
| Stratos Investment Management, LLC | 0.36% | Add +0.1% | 14,896 | $8.9M |
| PCM Encore, LLC | 1.83% | Add +24.8% | 14,890 | $8.9M |
| Waterfront Wealth Inc. | 1.63% | Add +15.4% | 14,868 | $8.9M |
| Mairs & Power Inc. | 0.09% | New | 14,866 | $8.9M |
| Graetz Wealth LLC | 7.93% | Reduce -10.1% | 14,857 | $8.9M |
| Destination Wealth Management | 0.23% | Add +21.1% | 14,848 | $8.9M |
| Trilogy Capital Inc. | 0.39% | Reduce -1.0% | 14,835 | $8.9M |
| Cypress Wealth Services, LLC | 1.25% | Add +8.6% | 14,784 | $8.8M |
| DMKC Advisory Services, LLC | 3.68% | Reduce -14.3% | 14,783 | $8.8M |
| Flputnam Investment Management Co. | 0.13% | Reduce -17.8% | 14,769 | $8.8M |
| Ategra Capital Management, LLC | 4.90% | No change | 14,724 | $8.8M |
| Wealth Enhancement Trust Services, Inc. | 1.06% | Reduce -9.8% | 14,688 | $8.8M |
| VestGen Advisors, LLC | 0.25% | Reduce -67.5% | 12,907 | $8.8M |
| Greenwich Wealth Management LLC | 0.36% | Reduce -2.1% | 14,655 | $8.8M |
| Segall Bryant & Hamill, LLC | 0.13% | Reduce -27.8% | 14,651 | $8.8M |
| Mackenzie Financial Corp. | 0.01% | Add +8.5% | 14,647 | $8.8M |
| Saxony Capital Management, LLC | 5.08% | Add +13.7% | 14,642 | $8.7M |
| Founders Grove Wealth Partners, LLC | 1.99% | Reduce -1.2% | 14,620 | $8.7M |
| Attessa Capital LLC | 4.74% | Add +5.3% | 14,596 | $8.7M |
| Capital Planning Advisors, LLC | 1.26% | Add +7.9% | 14,588 | $8.7M |
| Greenhouse Wealth Management, LLC | 5.38% | Reduce -0.4% | 14,550 | $8.7M |
| Affinity Capital Advisors, LLC | 1.22% | Add +53.4% | 14,545 | $8.7M |
| Columbus Macro, LLC | 0.92% | Add +0.2% | 14,487 | $8.7M |
| One Capital Management, LLC | 0.24% | Add +25.0% | 14,481 | $8.7M |
| Kathmere Capital Management, LLC | 0.53% | Add +2.5% | 14,429 | $8.6M |
| KDT Advisors, LLC | 13.66% | No change | 14,354 | $8.6M |
| Westshore Wealth, LLC | 3.01% | Add +5.8% | 14,344 | $8.6M |
| Tolleson Wealth Management, Inc. | 1.25% | Add +7.6% | 14,327 | $8.6M |
| DF Dent & Co. Inc. | 0.16% | Reduce -1.1% | 14,316 | $8.6M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2.86% | Add +7.1% | 13,008 | $8.6M |
| Stone Wealth Partners | 7.68% | Add +3.3% | 14,310 | $8.6M |
| Sykon Capital LLC | 2.84% | Add +22.7% | 14,271 | $8.5M |
| Waller Financial Planning Group, Inc. | 1.88% | Add +6.0% | 14,269 | $8.5M |
| Chevy Chase Trust Holdings, LLC | 0.02% | Reduce -7.1% | 14,242 | $8.5M |
| Embree Financial Group | 1.00% | Reduce -0.4% | 14,221 | $8.5M |
| Smith Partners Wealth Management, LLC | 7.60% | Add +22.1% | 14,206 | $8.5M |
| Alta Advisers Ltd | 3.07% | Reduce -4.1% | 14,178 | $8.5M |
| Burkett Asset Management Ltd | 8.35% | Add +6.4% | 14,174 | $8.5M |
| Marks Group Wealth Management, Inc | 0.82% | Add +0.8% | 14,159 | $8.5M |
| Citizens Business Bank | 1.38% | Reduce -5.4% | 14,142 | $8.5M |
| TFO Wealth Partners, LLC | 1.15% | Add +37.9% | 14,107 | $8.4M |
| Fermata Advisors, LLC | 1.89% | Reduce -6.8% | 14,073 | $8.4M |
| Calamos Wealth Management LLC | 0.29% | Add +10.1% | 14,062 | $8.4M |
| Calamos Advisors LLC | 0.04% | New | 14,062 | $8.4M |
| Westfuller Advisors, LLC | 3.63% | Add +1.0% | 14,057 | $8.4M |
| Accent Capital Management, LLC | 4.07% | Reduce -0.6% | 14,054 | $8.4M |
| Csenge Advisory Group | 0.38% | Add +0.1% | 13,994 | $8.4M |
| Pallas Capital Advisors LLC | 0.31% | Reduce -14.2% | 13,992 | $8.4M |
| Montecito Bank & Trust | 1.37% | Reduce -2.3% | 13,972 | $8.3M |
| Stegner Investment Associates Inc. | 4.57% | No change | 13,954 | $8.3M |
| Sage Financial Management Group, Inc. | 2.56% | Reduce -3.3% | 13,942 | $8.3M |
| Berman McAleer LLC | 1.14% | Add +0.8% | 13,922 | $8.3M |
| Great Lakes Advisors, LLC | 0.07% | Add +3.1% | 13,890 | $8.3M |
| CWA Asset Management Group, LLC | 0.28% | Reduce -2.0% | 13,875 | $8.3M |
| Louisbourg Investments Inc. | 1.57% | Add +4.8% | 13,866 | $8.3M |
| Daybright Advisory Services, Inc. | 2.29% | Add +15.2% | 13,860 | $8.3M |
| Focus Financial Network, Inc. | 0.30% | Add +15.0% | 13,858 | $8.3M |
| Pettyjohn, Wood & White, Inc. | 1.32% | Add +1.4% | 13,841 | $8.3M |
| Bawa N Mallick Trust | 3.38% | No change | 13,801 | $8.2M |
| Dana Investment Advisors, Inc. | 0.25% | Reduce -4.1% | 13,772 | $8.2M |
| Clarity Capital Advisors, LLC | 3.81% | Add +11.3% | 13,683 | $8.2M |
| Wellington Shields Capital Management, LLC | 1.23% | Add +57.1% | 13,663 | $8.2M |
| Advisors Capital Management, LLC | 0.10% | Add +7.5% | 13,645 | $8.2M |
| SMART Wealth LLC | 2.38% | Add +1.6% | 13,618 | $8.1M |
| Monetta Financial Services Inc. | 6.25% | No change | 13,500 | $8.1M |
| Connable Office Inc. | 0.79% | Add +2.5% | 13,496 | $8.1M |
| First City Capital Management, Inc. | 4.27% | Add +6.0% | 13,477 | $8.1M |
| Sound Income Strategies, LLC | 0.39% | Reduce -1.5% | 13,344 | $8.0M |
| GSG Advisors LLC | 2.09% | Add +5.4% | 13,446 | $8.0M |
| LexAurum Advisors, LLC | 1.05% | — | 13,438 | $8.0M |
| Victory Capital Management Inc. | 0.01% | Reduce -22.6% | 13,420 | $8.0M |
| Everett Harris & Co. | 0.10% | Reduce -48.6% | 13,377 | $8.0M |
| Waystone Advisors LLC | 7.13% | Add +4.8% | 13,350 | $8.0M |
| Prasad Wealth Partners, LLC | 2.17% | Add +5.9% | 13,325 | $8.0M |
| Primoris Wealth Advisors, LLC | 5.58% | Add +2.1% | 13,319 | $8.0M |
| Canal Capital Management, LLC | 1.07% | Reduce -1.9% | 13,217 | $7.9M |
| Clear Creek Financial Management, LLC | 0.60% | Reduce -13.2% | 13,157 | $7.9M |
| Violich Capital Management, Inc. | 0.92% | Add +4.9% | 13,127 | $7.8M |
| Hudock, Inc. | 1.15% | Reduce -8.3% | 13,123 | $7.8M |
| Select Asset Management & Trust | 2.44% | Add +454.3% | 13,099 | $7.8M |
| Balboa Wealth Partners | 1.32% | Reduce -28.8% | 13,098 | $7.8M |
| Warner Financial, Inc. | 2.68% | Add +3.9% | 13,090 | $7.8M |
| Stokes Family Office, LLC | 0.81% | Reduce -0.3% | 13,083 | $7.8M |
| Transcend Capital Advisors, LLC | 0.63% | Reduce -8.7% | 13,067 | $7.8M |
| Strengthening Families & Communities, LLC | 1.95% | New | 13,066 | $7.8M |
| Titleist Asset Management, LLC | 0.59% | Add +10.7% | 13,041 | $7.8M |
| Vista Capital Partners, Inc. | 0.78% | Add +22.6% | 13,035 | $7.8M |
| LOM Asset Management Ltd | 2.23% | Reduce -0.5% | 12,997 | $7.8M |
| Midland Wealth Advisors, LLC | 0.40% | Reduce -2.6% | 12,922 | $7.7M |
| Moors & Cabot, Inc. | 0.33% | Add +19.0% | 12,915 | $7.7M |
| Flow Traders U.S. LLC | 0.24% | New | 12,897 | $7.7M |
| Per Stirling Capital Management, LLC. | 0.85% | Reduce -40.9% | 12,895 | $7.7M |
| Capital Asset Managemnet, LLC | 8.66% | Add +0.5% | 12,877 | $7.7M |
| TRUE Private Wealth Advisors | 0.73% | Add +8.2% | 12,831 | $7.7M |
| SteelPeak Wealth, LLC | 0.24% | Add +4.7% | 12,812 | $7.7M |
| First Financial Bankshares Inc | 0.15% | Reduce -83.6% | 12,800 | $7.6M |
| D'Orazio & Associates, Inc. | 0.99% | Add +3.5% | 12,770 | $7.6M |
| LongView Wealth Management | 1.91% | Add +34.0% | 11,940 | $7.6M |
| Collective Family Office LLC | 1.71% | Reduce -5.0% | 12,744 | $7.6M |
| Russell Investments Group, Ltd. | 0.01% | Add +72.5% | 12,732 | $7.6M |
| Finward Bancorp | 6.07% | Add +4.4% | 12,717 | $7.6M |
| Tanager Wealth Management LLP | 0.74% | Reduce -12.6% | 12,711 | $7.6M |
| Cove Private Wealth, LLC | 1.73% | Add +62.8% | 12,703 | $7.6M |
| August Group Capital Ltd | 8.81% | Add +3.2% | 12,703 | $7.6M |
| Quadrant Capital Group LLC | 0.23% | Add +3.5% | 12,687 | $7.6M |
| Kera Capital Partners, Inc. | 0.93% | Reduce -0.4% | 12,681 | $7.6M |
| Keystone Wealth Services, LLC | 1.62% | Reduce -1.8% | 12,669 | $7.6M |
| Peregrine Asset Advisers, Inc. | 2.04% | Add +9.2% | 12,653 | $7.6M |
| Harel Insurance Investments & Financial Services Ltd. | 0.05% | Reduce -26.2% | 12,737 | $7.6M |
| Oxford Financial Group, LTD. LLC | 0.41% | Add +0.1% | 12,601 | $7.5M |
| Prospect Financial Services LLC | 4.60% | Add +11.2% | 12,601 | $7.5M |
| Jordan Park Group LLC | 0.40% | Add +29.9% | 12,600 | $7.5M |
| HighPoint Advisor Group LLC | 0.32% | Reduce -1.2% | 12,600 | $7.5M |
| TritonPoint Partners, LLC | 2.77% | Reduce -2.2% | 12,589 | $7.5M |
| Sax Wealth Advisors, LLC | 0.36% | Reduce -5.7% | 11,958 | $7.5M |
| LaSalle St. Investment Advisors, LLC | 1.05% | Reduce -6.2% | 12,516 | $7.5M |
| RW Investment Management LLC | 0.72% | — | 12,516 | $7.5M |
| Financial Planning Hawaii, Inc. | 4.41% | Reduce -2.1% | 12,509 | $7.5M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.05% | Add +0.5% | 12,558 | $7.5M |
| Sequent Asset Management, LLC | 3.56% | Reduce -7.8% | 12,453 | $7.4M |
| SouthState Bank Corp | 0.35% | Add +46.4% | 12,425 | $7.4M |
| Blue Bell Private Wealth Management, LLC | 1.07% | Add +10.1% | 12,422 | $7.4M |
| Rossby Financial, LCC | 1.55% | Add +269.2% | 12,304 | $7.4M |
| Milestone Asset Management Group, LLC | 4.32% | Add +5.0% | 12,371 | $7.4M |
| Bath Savings Trust Co | 0.79% | Add +37.5% | 12,371 | $7.4M |
| Forum Financial Management, LP | 0.10% | Add +0.9% | 12,367 | $7.4M |
| Gerber Kawasaki Wealth & Investment Management | 0.24% | Add +4.2% | 12,359 | $7.4M |
| Centurion Wealth Management LLC | 1.67% | Add +17.0% | 12,355 | $7.4M |
| First American Trust, FSB | 0.50% | Add +1.3% | 12,339 | $7.4M |
| Signal Advisors Wealth, LLC | 0.51% | Add +34.0% | 12,318 | $7.4M |
| Newman Dignan & Sheerar, Inc. | 1.55% | Reduce -2.1% | 12,296 | $7.3M |
| 21 West Wealth Management LLC | 6.82% | Add +1.5% | 12,281 | $7.3M |
| S.A. Mason LLC | 2.75% | Add +32.0% | 12,255 | $7.3M |
| CRA Financial Services, LLC | 0.95% | Add +7.7% | 12,251 | $7.3M |
| Safeguard Investment Advisory Group, LLC | 2.02% | Reduce -1.8% | 12,245 | $7.3M |
| Landing Point Financial Group, LLC | 3.54% | Reduce -0.3% | 12,210 | $7.3M |
| EdgeRock Capital LLC | 1.97% | Reduce -9.8% | 12,186 | $7.3M |
| Brooks, Moore & Associates, Inc. | 3.64% | Reduce -5.4% | 12,133 | $7.3M |
| Crumly & Associates Inc. | 1.52% | Reduce -0.4% | 12,127 | $7.2M |
| Whittier Trust Co. | 0.08% | Reduce -2.4% | 11,917 | $7.2M |
| Coerente Capital Management | 1.33% | No change | 12,000 | $7.2M |
| GAM Holding AG | 0.63% | Reduce -46.1% | 12,000 | $7.2M |
| Skyline Advisors, Inc. | 2.50% | New | 11,974 | $7.2M |
| Kitching Partners, LLC | 6.59% | Add +0.1% | 11,959 | $7.1M |
| Calton & Associates, Inc. | 1.03% | Add +5.9% | 11,959 | $7.1M |
| Park National Corp. | 0.22% | Add +10.3% | 11,958 | $7.1M |
| Vanguard Personalized Indexing Management, LLC | 0.07% | Reduce -8.1% | 11,945 | $7.1M |
| Miramontes Capital, LLC | 2.47% | Add +13.7% | 11,926 | $7.1M |
| Element Pointe Advisors, LLC | 1.34% | Reduce -20.4% | 11,911 | $7.1M |
| Tempo Wealth, LLC | 1.24% | Add +2.5% | 11,883 | $7.1M |
| Essex Financial Services, Inc. | 0.40% | Add +4.4% | 11,866 | $7.1M |
| Armstrong Advisory Group, Inc. | 0.47% | Reduce -1.2% | 11,837 | $7.1M |
| Black Diamond Financial, LLC | 0.77% | Add +11.7% | 11,825 | $7.1M |
| PFC Capital Group, Inc. | 3.11% | Add +5.7% | 11,792 | $7.0M |
| Denver PWM, LLC | 2.42% | Reduce -25.6% | 10,386 | $7.0M |
| Crewe Advisors LLC | 0.60% | Add +1.5% | 11,754 | $7.0M |
| Hills Bank & Trust Co | 0.34% | Reduce -1.8% | 11,735 | $7.0M |
| WealthCare Investment Partners, LLC | 1.95% | Add +3.8% | 11,574 | $7.0M |
| Birchbrook, Inc. | 3.43% | Add +585350.0% | 11,709 | $7.0M |
| Silver Grove Financial Group, Inc. | 5.62% | Add +1.4% | 11,688 | $7.0M |
| Waters Parkerson & Co., LLC | 0.36% | Add +6.8% | 11,649 | $7.0M |
| Hutchens & Kramer Investment Management Group, LLC | 2.19% | Add +8.5% | 11,626 | $6.9M |
| Salem Investment Counselors Inc. | 0.20% | Reduce -1.4% | 11,600 | $6.9M |
| Amundi | 0.00% | Reduce -1.9% | 11,597 | $6.9M |
| Lyell Wealth Management, LP | 0.51% | Reduce -0.9% | 11,597 | $6.9M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.19% | Add +0.3% | 11,552 | $6.9M |
| Menora Mivtachim Holdings LTD. | 0.03% | Add +27.8% | 11,487 | $6.9M |
| Jaffetilchin Investment Partners, LLC | 0.41% | Reduce -2.1% | 11,463 | $6.8M |
| Quest 10 Wealth Builders, Inc. | 5.98% | Reduce -3.4% | 11,425 | $6.8M |
| A4 Wealth Advisors LLC | 5.67% | Add +121.8% | 11,423 | $6.8M |
| Benchmark Financial Wealth Advisors, LLC | 1.89% | Reduce -2.8% | 11,413 | $6.8M |
| 1900 Wealth Management LLC | 0.44% | Reduce -0.2% | 11,348 | $6.8M |
| Klingman & Associates, LLC | 0.33% | Add +2.6% | 11,339 | $6.8M |
| Clark Capital Management Group, Inc. | 0.04% | Reduce -1.3% | 11,333 | $6.8M |
| Atlatl Advisers LLC | 5.01% | Reduce -65.7% | 11,295 | $6.7M |
| ARS Wealth Advisors Group, LLC | 0.57% | Reduce -0.3% | 11,277 | $6.7M |
| Reliant Investment Partners, LLC | 5.58% | Add +3.0% | 11,266 | $6.7M |
| Tidal Investments LLC | 0.02% | Reduce -13.3% | 11,198 | $6.7M |
| Midwest Financial Network, LLC | 5.31% | Reduce -15.3% | 11,181 | $6.7M |
| JFS Wealth Advisors, LLC | 0.37% | Add +0.8% | 11,166 | $6.7M |
| Dougherty & Associates, LLC | 6.12% | Add +1.8% | 11,153 | $6.7M |
| Legacy Capital Wealth Partners, LLC | 1.37% | Reduce -3.0% | 11,151 | $6.7M |
| Orser Capital Management, LLC | 4.35% | Reduce -0.9% | 11,141 | $6.7M |
| Insight Advisors, LLC/ PA | 1.26% | Add +2.5% | 11,106 | $6.6M |
| Marotta Asset Management | 1.22% | Reduce -10.3% | 11,015 | $6.6M |
| BCS Private Wealth Management, Inc. | 2.01% | Reduce -3.6% | 11,077 | $6.6M |
| Wick Capital Partners, LLC | 1.21% | Add +7.4% | 11,064 | $6.6M |
| Rockbridge Investment Management, LCC | 0.59% | Add +0.1% | 11,042 | $6.6M |
| Eclectic Associates Inc. | 0.87% | Add +7.9% | 11,016 | $6.6M |
| Allegiance Financial Group Advisory Services LLC | 1.31% | Reduce -9.5% | 11,010 | $6.6M |
| Coastline Trust Co | 0.65% | Reduce -2.9% | 10,992 | $6.6M |
| BSW Wealth Partners | 0.80% | Reduce -6.8% | 10,981 | $6.6M |
| Evelyn Partners Asset Management Ltd | 1.61% | Reduce -0.1% | 10,968 | $6.6M |
| Aprio Wealth Management, LLC | 0.36% | Add +12.7% | 10,920 | $6.5M |
| Partners in Financial Planning | 1.08% | Add +3.3% | 10,919 | $6.5M |
| BCGM Wealth Management, LLC | 1.63% | Add +0.9% | 10,889 | $6.5M |
| Market Street Wealth Management Advisors LLC | 1.02% | Reduce -1.0% | 10,851 | $6.5M |
| Atlantic Union Bankshares Corp | 0.12% | Reduce -19.9% | 10,841 | $6.5M |
| Hoxton Planning & Management, LLC | 1.93% | Add +0.4% | 10,784 | $6.4M |
| Detalus Advisors, LLC | 1.47% | Add +0.0% | 10,756 | $6.4M |
| Phillips Wealth Planners LLC | 4.84% | Reduce -2.1% | 9,431 | $6.4M |
| Trust Co. of Oklahoma | 1.87% | Add +1.4% | 10,722 | $6.4M |
| ERn Financial, LLC | 1.20% | Reduce -0.4% | 10,720 | $6.4M |
| Strata Wealth Advisors, LLC | 1.76% | Add +175.3% | 10,718 | $6.4M |
| Courier Capital LLC | 0.36% | Reduce -9.6% | 10,675 | $6.4M |
| Axis Wealth Partners, LLC | 3.39% | Add +3.0% | 10,659 | $6.4M |
| Vista Investment Partners Ii, LLC | 2.86% | Add +6.9% | 10,655 | $6.4M |
| PDS Planning, Inc | 0.42% | Add +3.9% | 10,605 | $6.3M |
| West Michigan Advisors, LLC | 1.39% | Add +3.8% | 10,591 | $6.3M |
| YHB Investment Advisors, Inc. | 0.45% | Reduce -10.2% | 10,583 | $6.3M |
| Luken Investment Analytics, LLC | 2.42% | Reduce -1.8% | 10,572 | $6.3M |
| Signaturefd, LLC | 0.10% | Reduce -2.8% | 10,546 | $6.3M |
| First Hawaiian Bank | 0.88% | No change | 10,546 | $6.3M |
| Marino Management, LLC | 1.15% | No change | 10,836 | $6.3M |
| United Advisor Group, LLC | 0.78% | Add +7.2% | 10,524 | $6.3M |
| Capital Wealth Management, LLC | 1.70% | Add +15.2% | 10,513 | $6.3M |
| Tradition Wealth Management, LLC | 0.45% | Add +2.7% | 10,485 | $6.3M |
| Mattern Capital Management, LLC | 0.75% | No change | 10,470 | $6.3M |
| Werba Rubin Papier Wealth Management | 0.87% | Add +7.2% | 10,438 | $6.2M |
| Founders Financial Securities LLC | 0.35% | Reduce -63.4% | 9,963 | $6.2M |
| Ehrenkranz Partners L.P. | 4.92% | Add +0.5% | 10,406 | $6.2M |
| Helium Advisors LLC | 5.95% | Reduce -6.2% | 10,407 | $6.2M |
| Platform Technology Partners | 1.20% | Reduce -2.1% | 10,403 | $6.2M |
| Everest Private Wealth | 3.14% | Add +2.8% | 10,374 | $6.2M |
| Sanchez Gaunt Capital Management, LLC | 3.87% | — | 10,367 | $6.2M |
| Seamount Financial Group Inc. | 2.79% | Add +4.7% | 10,365 | $6.2M |
| Elser Financial Planning, Inc | 0.30% | Add +13.8% | 10,304 | $6.2M |
| Westerkirk Capital Inc. | 0.66% | Reduce -78.4% | 10,300 | $6.2M |
| Childress Capital Advisors, LLC | 1.11% | Add +4.4% | 10,271 | $6.1M |
| Sigma Investment Counselors Inc. | 0.32% | Reduce -4.2% | 10,255 | $6.1M |
| Single Point Partners, LLC | 1.22% | Add +1.9% | 10,253 | $6.1M |
| Sovereign Financial Group, Inc. | 1.07% | Reduce -1.6% | 10,251 | $6.1M |
| Generation Capital Management LLC | 4.47% | Reduce -5.3% | 10,239 | $6.1M |
| Walter & Keenan Wealth Management LLC /in/ | 1.72% | Add +4.6% | 10,233 | $6.1M |
| Northstar Asset Management Inc. | 1.87% | No change | 10,220 | $6.1M |
| Stanley-Laman Group, Ltd. | 0.75% | Reduce -28.5% | 10,215 | $6.1M |
| Fortress Private Ledger, LLC | 1.90% | Add +5.8% | 10,185 | $6.1M |
| Yarger Wealth Strategies, LLC | 2.47% | Add +0.8% | 10,174 | $6.1M |
| ZWJ Investment Counsel Inc. | 0.22% | Add +11.4% | 10,140 | $6.1M |
| Woodmont Investment Counsel LLC | 0.37% | Add +12.2% | 10,108 | $6.0M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.41% | Add +0.3% | 10,108 | $6.0M |
| Mayflower Financial Advisors, LLC | 0.73% | Add +2.0% | 10,102 | $6.0M |
| Bill Few Associates, Inc. | 1.44% | Add +29.1% | 10,079 | $6.0M |
| Ignite Planners, LLC | 0.93% | Reduce -3.3% | 10,061 | $6.0M |
| Beacon Advisors Holdings, LLC | 3.21% | Add +0.3% | 10,034 | $6.0M |
| Everhart Financial Group, Inc. | 0.51% | Add +13.8% | 10,025 | $6.0M |
| Koenig Investment Advisory, LLC | 5.07% | Add +8.1% | 9,989 | $6.0M |
| Apollon Financial, LLC | 0.82% | Reduce -0.1% | 9,956 | $5.9M |
| Signature Estate & Investment Advisors LLC | 0.12% | Add +4.0% | 9,950 | $5.9M |
| Douglass Winthrop Advisors, LLC | 0.11% | Reduce -6.4% | 9,913 | $5.9M |
| Anchor Investment Management, LLC | 0.49% | Reduce -0.2% | 9,897 | $5.9M |
| Palisade Asset Management, LLC | 0.59% | Add +3.1% | 9,884 | $5.9M |
| Blue Edge Capital, LLC | 0.78% | Add +4.5% | 9,876 | $5.9M |
| Magnolia Capital Advisors LLC | 1.16% | Add +22.3% | 9,857 | $5.9M |
| Braun-Bostich & Associates Inc. | 3.69% | Add +56.2% | 9,857 | $5.9M |
| Revere Asset Management, Inc | 3.01% | Add +0.5% | 9,848 | $5.9M |
| Fire Capital Management LLC | 2.75% | Reduce -5.7% | 9,833 | $5.9M |
| Meeder Advisory Services, Inc. | 0.25% | Add +60.4% | 9,832 | $5.9M |
| Armbruster Capital Management, Inc. | 0.96% | Reduce -6.7% | 9,818 | $5.9M |
| Fortis Capital Advisors, LLC | 0.76% | Add +12.6% | 9,756 | $5.8M |
| Invariant Investment Management | 3.56% | Add +18.8% | 9,255 | $5.8M |
| Community Bank of Raymore | 3.87% | Add +0.1% | 9,667 | $5.8M |
| FAS Wealth Partners, Inc. | 0.36% | Add +3.0% | 9,596 | $5.7M |
| Biltmore Family Office, LLC | 0.80% | Add +1.0% | 9,577 | $5.7M |
| Rothschild Wealth LLC | 0.52% | Add +8.9% | 9,566 | $5.7M |
| Ceera Investments, LLC | 2.50% | New | 9,540 | $5.7M |
| Two Sigma Securities, LLC | 0.66% | New | 9,535 | $5.7M |
| Christensen, King & Associates Investment Services, Inc. | 2.44% | Add +1.1% | 9,526 | $5.7M |
| First Trust Advisors LP | 0.00% | Reduce -14.4% | 9,510 | $5.7M |
| Saxon Interests, Inc. | 1.96% | Reduce -2.2% | 9,482 | $5.7M |
| Gouws Capital LLC | 3.00% | Reduce -3.5% | 9,474 | $5.7M |
| LVW Advisors, LLC | 0.55% | Add +23.0% | 9,456 | $5.7M |
| Family Wealth Partners, LLC | 1.92% | Reduce -0.9% | 9,408 | $5.6M |
| Genus Capital Management Inc. | 0.64% | Add +11.8% | 9,406 | $5.6M |
| Raffa Wealth Management, LLC | 0.87% | Add +0.3% | 9,363 | $5.6M |
| Seven Mile Advisory | 4.03% | Add +8.8% | 9,349 | $5.6M |
| Frisch Financial Group, Inc. | 1.17% | Reduce -0.3% | 9,348 | $5.6M |
| Asset Dedication, LLC | 0.39% | Reduce -6.1% | 9,310 | $5.6M |
| DGS Capital Management, LLC | 0.92% | Reduce -8.3% | 9,298 | $5.6M |
| Davis R M Inc. | 0.10% | Add +3.3% | 9,233 | $5.5M |
| Bfsg, LLC | 0.52% | Reduce -1.0% | 9,227 | $5.5M |
| BLB&B Advisors, LLC | 0.23% | Add +40.5% | 9,207 | $5.5M |
| Wright Wealth LLC | 3.67% | Reduce -1.7% | 9,184 | $5.5M |
| Baldwin Investment Management, LLC | 0.64% | Add +3.3% | 9,177 | $5.5M |
| Flagstar Securities, Inc. | 1.98% | Reduce -2.0% | 9,153 | $5.5M |
| Prepared Retirement Institute LLC | 2.71% | Add +1.5% | 9,146 | $5.5M |
| Jackson, Grant Investment Advisers, Inc. | 1.82% | Reduce -0.3% | 9,131 | $5.5M |
| QTR Family Wealth, LLC | 2.27% | Reduce -6.2% | 8,546 | $5.5M |
| Reliant Wealth Planning | 1.64% | Reduce -0.7% | 9,086 | $5.4M |
| Tyche Wealth Partners LLC | 0.84% | Add +2.8% | 9,074 | $5.4M |
| Capital Wealth Alliance, LLC | 2.45% | Reduce -11.0% | 9,072 | $5.4M |
| Kastel Capital Advisors, LLC | 3.31% | No change | 8,608 | $5.4M |
| Parker Investment Management, LLC | 0.82% | Reduce -1.9% | 8,996 | $5.4M |
| XML Financial, LLC | 0.43% | Reduce -1.0% | 8,980 | $5.4M |
| Essex Bank | 1.18% | Add +1.0% | 8,964 | $5.4M |
| Advisory Alpha, LLC | 0.15% | Add +7.6% | 8,946 | $5.3M |
| Ameriflex Group, Inc. | 2.71% | Add +4.8% | 8,945 | $5.3M |
| Cambria Investment Management, L.P. | 0.30% | Reduce -22.8% | 8,935 | $5.3M |
| Twin Peaks Wealth Advisors, LLC | 1.34% | Add +22.3% | 8,927 | $5.3M |
| Rf&l Wealth Management, LLC | 3.99% | Add +1.1% | 8,919 | $5.3M |
| D.B. Root & Company, LLC | 1.27% | Reduce -3.4% | 8,907 | $5.3M |
| Moss Adams Wealth Advisors LLC | 0.39% | Add +0.3% | 8,886 | $5.3M |
| Comprehensive Financial Planning, Inc. | 3.67% | Add +0.6% | 8,861 | $5.3M |
| Redhawk Wealth Advisors, Inc. | 0.58% | Reduce -27.8% | 8,855 | $5.3M |
| Quartz Partners, LLC | 2.04% | Add +0.7% | 8,842 | $5.3M |
| GW Henssler & Associates Ltd. | 0.25% | Reduce -87.4% | 8,841 | $5.3M |
| Heritage Trust Co | 0.53% | Add +6.8% | 8,811 | $5.3M |
| PGIM Custom Harvest LLC | 0.08% | Reduce -6.2% | 8,810 | $5.3M |
| Truepoint, Inc. | 0.12% | Add +18.0% | 8,804 | $5.3M |
| Gainplan LLC | 3.94% | Reduce -40.7% | 8,787 | $5.3M |
| Keeler Thomas Management LLC | 2.22% | New | 8,785 | $5.2M |
| Welch Group, LLC | 0.20% | Reduce -12.0% | 8,775 | $5.2M |
| Whalerock Point Partners, LLC | 1.05% | No change | 8,750 | $5.2M |
| Minot DeBlois Advisors LLC | 4.74% | Add +26.4% | 8,748 | $5.2M |
| Bollard Group LLC | 0.16% | Add +29.1% | 8,744 | $5.2M |
| Arthur M. Cohen & Associates, LLC | 0.93% | Reduce -0.5% | 8,662 | $5.2M |
| Bulltick Wealth Management, LLC | 1.14% | Add +513.2% | 8,665 | $5.2M |
| Lake Street Private Wealth, LLC | 0.66% | Reduce -46.2% | 8,634 | $5.2M |
| McAdam, LLC | 0.23% | Add +9.6% | 8,626 | $5.2M |
| My Personal CFO, LLC | 2.26% | No change | 8,618 | $5.1M |
| Modus Advisors, LLC | 1.42% | Add +0.6% | 8,616 | $5.1M |
| American Investment Services, Inc. | 1.15% | Add +4.4% | 8,609 | $5.1M |
| Jacobi Capital Management LLC | 0.29% | Add +8.8% | 8,598 | $5.1M |
| Kestra Investment Management, LLC | 0.09% | Reduce -3.8% | 8,597 | $5.1M |
| Hancock Whitney Corp. | 0.09% | Add +17.7% | 8,116 | $5.1M |
| Valued Retirements, Inc. | 5.01% | Reduce -1.1% | 8,582 | $5.1M |
| PVG Asset Management Corp. | 3.04% | Add +173.5% | 7,384 | $5.1M |
| HCR Wealth Advisors | 0.53% | Add +4.8% | 8,552 | $5.1M |
| Dala Group, LLC | 4.27% | Reduce -2.4% | 8,549 | $5.1M |
| Next Capital Management LLC | 1.54% | Add +1.1% | 8,533 | $5.1M |
| Evolve Private Wealth, LLC | 0.27% | Add +78.1% | 8,533 | $5.1M |
| Lazard Asset Management LLC | 0.01% | Reduce -30.5% | 8,498 | $5.1M |
| MBL Wealth, LLC | 0.38% | Add +1.7% | 8,490 | $5.1M |
| ICW Investment Advisors LLC | 1.83% | Reduce -7.3% | 8,474 | $5.1M |
| Hardin Capital Partners, LLC | 2.35% | Add +23.6% | 8,466 | $5.1M |
| Sulzberger Capital Advisors, Inc. | 5.16% | Add +2.6% | 8,453 | $5.1M |
| Ledgewood Wealth Advisors, LLC | 2.84% | Reduce -0.3% | 8,453 | $5.1M |
| Legacy PCG, LLC | 27.49% | Reduce -85.8% | 8,444 | $5.0M |
| Curi Capital, LLC | 0.09% | Reduce -4.3% | 8,438 | $5.0M |
| CFM Wealth Partners LLC | 0.76% | Reduce -0.4% | 8,438 | $5.0M |
| Maripau Wealth Management LLC | 2.21% | Add +48.0% | 8,430 | $5.0M |
| RKL Wealth Management LLC | 0.45% | Reduce -1.6% | 8,418 | $5.0M |
| Vision Capital Management, Inc. | 0.63% | Reduce -0.8% | 8,329 | $5.0M |
| Strategic Investment Solutions, Inc. | 1.20% | Reduce -4.4% | 8,311 | $5.0M |
| Wiser Advisor Group LLC | 5.98% | Reduce -1.6% | 8,281 | $4.9M |
| NerdWallet Wealth Partners, LLC | 2.16% | Reduce -4.6% | 8,276 | $4.9M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.04% | Add +146.3% | 8,250 | $4.9M |
| Xcel Wealth Management, LLC | 1.40% | Add +2.0% | 8,235 | $4.9M |
| Liberty Wealth Management LLC | 0.61% | Add +2.1% | 8,226 | $4.9M |
| Farnam Financial LLC | 4.04% | Add +5.8% | 8,218 | $4.9M |
| Attestor Capital Ltd | 1.29% | No change | 8,218 | $4.9M |
| Charter Capital Management, LLC\DE | 2.44% | Add +3.0% | 8,150 | $4.9M |
| Nomura Asset Management Co. Ltd. | 0.01% | Reduce -30.0% | 8,147 | $4.9M |
| Hanover Advisors Inc. | 1.98% | Reduce -0.0% | 8,144 | $4.9M |
| Penobscot Wealth Management | 1.44% | Add +6.3% | 8,144 | $4.9M |
| Trust Co. of Toledo NA | 0.46% | Add +12.4% | 8,125 | $4.9M |
| Foster Dykema Cabot & Partners, LLC | 0.31% | No change | 8,120 | $4.9M |
| MetLife Investment Management, LLC | 0.02% | No change | 8,102 | $4.8M |
| MassMutual Private Wealth & Trust, FSB | 0.13% | Reduce -64.7% | 8,096 | $4.8M |
| Red Crane Wealth Management, LLC | 3.96% | Reduce -1.5% | 8,062 | $4.8M |
| JTC Employer Solutions Trustee Ltd | 0.40% | No change | 8,055 | $4.8M |
| Vectors Research Management, LLC | 1.40% | Reduce -9.6% | 8,043 | $4.8M |
| IPG Investment Advisors LLC | 0.82% | Add +8.2% | 8,014 | $4.8M |
| Cardinal Point Capital Management ULC | 0.29% | Add +89.0% | 8,010 | $4.8M |
| Legacy Financial Strategies, LLC | 0.86% | Reduce -8.0% | 8,010 | $4.8M |
| Southland Equity Partners LLC | 0.93% | Add +3.8% | 7,999 | $4.8M |
| Fulcrum Wealth Advisors, LLC | 3.95% | Reduce -18.0% | 7,989 | $4.8M |
| WESPAC Advisors, LLC | 2.61% | Add +7.3% | 7,989 | $4.8M |
| CFC Planning Co LLC | 3.44% | Add +17.7% | 7,983 | $4.8M |
| John W. Brooker & Co., CPAs | 7.51% | Add +161.5% | 7,980 | $4.8M |
| Boyd Watterson Asset Management LLC | 1.46% | Reduce -1.7% | 7,945 | $4.7M |
| Aaron Wealth Advisors LLC | 0.27% | Reduce -3.9% | 7,919 | $4.7M |
| Allen Mooney & Barnes Investment Advisors LLC | 0.68% | Add +0.5% | 7,918 | $4.7M |
| W1M Asset Management Ltd | 0.05% | Reduce -59.1% | 7,886 | $4.7M |
| Cogent Private Wealth, Inc. | 3.40% | Add +3.9% | 7,883 | $4.7M |
| Ducere Wealth Management LLC | 1.87% | Reduce -27.8% | 7,863 | $4.7M |
| Uhlmann Price Securities, LLC | 0.32% | New | 7,786 | $4.7M |
| S Harris Financial Group, LLC | 4.25% | Reduce -0.2% | 7,795 | $4.7M |
| L.K. Benson & Company, P.C. | 1.54% | Add +0.7% | 7,775 | $4.6M |
| Legacy Edge Advisors, LLC | 0.49% | Reduce -2.4% | 7,771 | $4.6M |
| LRI Investments, LLC | 0.41% | Add +22.4% | 7,768 | $4.6M |
| 1776 Wealth LLC | 1.82% | Add +11.3% | 7,762 | $4.6M |
| Kirtland Hills Capital Management, LLC | 1.46% | Add +29.4% | 7,041 | $4.6M |
| Intrua Financial, LLC | 0.49% | Add +13.0% | 7,683 | $4.6M |
| Pasadena Private Wealth, LLC | 0.64% | Add +5.7% | 7,645 | $4.6M |
| Schrum Private Wealth Management LLC | 3.48% | Add +2.7% | 7,641 | $4.6M |
| Able Wealth Management LLC | 1.22% | Add +86.4% | 7,606 | $4.5M |
| Sagace Wealth Management LLC | 3.07% | Reduce -1.4% | 7,571 | $4.5M |
| Eschler Asset Management LLP | 4.50% | No change | 7,552 | $4.5M |
| Nicholson Wealth Management Group, LLC | 2.64% | Reduce -11.6% | 7,550 | $4.5M |
| Omnitrust Wealth Management, Inc | 5.83% | Reduce -47.4% | 7,534 | $4.5M |
| Colter Lewis Investment Partners LLC | 4.23% | Add +37.0% | 7,518 | $4.5M |
| Crux Wealth Advisors | 1.72% | Reduce -1.4% | 7,504 | $4.5M |
| Hudson Bay Capital Management LP | 0.03% | No change | 7,500 | $4.5M |
| Silver Oak Securities, Incorporated | 0.33% | Reduce -42.6% | 7,470 | $4.5M |
| Aventura Private Wealth, LLC | 1.63% | Reduce -0.1% | 7,464 | $4.5M |
| Howard Wealth Management, LLC | 1.87% | Add +1.8% | 7,449 | $4.5M |
| DBK Financial Counsel, LLC | 3.37% | Reduce -1.1% | 7,439 | $4.4M |
| Atlas Capital Advisors Inc. | 0.51% | Add +0.4% | 7,435 | $4.4M |
| Faithward Advisors, LLC | 0.63% | Add +50.4% | 7,402 | $4.4M |
| Maia Wealth LLC | 0.75% | Reduce -0.9% | 7,399 | $4.4M |
| Etesian Wealth Advisors, Inc. | 1.41% | Reduce -6.8% | 7,388 | $4.4M |
| Granite Islands Private Wealth, LLC | 4.07% | Reduce -25.5% | 7,386 | $4.4M |
| Optiver Holding B.V. | 0.17% | New | 7,347 | $4.4M |
| Pandowealth. LLC | 3.83% | Add +2.4% | 109,586 | $4.4M |
| World Equity Group, Inc. | 1.13% | Add +0.5% | 7,320 | $4.4M |
| Accredited Investors Inc. | 0.24% | Add +10.1% | 7,321 | $4.4M |
| Summit Wealth & Retirement Planning, Inc. | 1.04% | Reduce -3.7% | 7,309 | $4.4M |
| Heritage Investors Management Corp. | 0.13% | Reduce -3.8% | 7,308 | $4.4M |
| Hoese & Co LLP | 3.24% | Reduce -11.5% | 7,308 | $4.4M |
| Synergy Financial Group, LTD | 3.28% | Add +19.1% | 7,296 | $4.4M |
| Arcadia Wealth Management, LLC | 1.58% | Add +4.3% | 7,289 | $4.4M |
| Lawood & Co. | 4.03% | Add +246.3% | 7,276 | $4.3M |
| Planning Alternatives Ltd. | 0.56% | Add +0.2% | 7,272 | $4.3M |
| Pennington Partners & Co., LLC | 1.49% | Add +9.8% | 7,258 | $4.3M |
| Townsend Asset Management Corp. /NC/ | 1.56% | Add +1.7% | 7,235 | $4.3M |
| Fi3 FINANCIAL ADVISORS, LLC | 1.25% | Add +15.4% | 7,234 | $4.3M |
| North Point Portfolio Managers Corp. | 0.77% | Add +493.2% | 7,225 | $4.3M |
| Family Capital Management, Inc. | 1.92% | Add +0.0% | 7,210 | $4.3M |
| Birinyi Associates Inc. | 1.17% | Reduce -41.3% | 7,199 | $4.3M |
| New Covenant Trust Company, N.A. | 3.83% | Reduce -4.5% | 7,182 | $4.3M |
| Prospect Financial Group LLC | 3.96% | No change | 7,180 | $4.3M |
| Patriot Investment Management Group, Inc. | 0.27% | Add +0.4% | 7,171 | $4.3M |
| Avondale Wealth Management | 2.11% | Add +3.6% | 7,169 | $4.3M |
| Peak Retirement Planning, Inc. | 0.85% | Reduce -47.0% | 7,155 | $4.3M |
| Barnes Pettey Financial Advisors, LLC | 1.86% | Reduce -1.2% | 7,126 | $4.3M |
| Keebeck Wealth Management | 0.48% | Reduce -8.8% | 7,123 | $4.3M |
| Riverchase Wealth Management, LLC | 2.22% | Reduce -0.5% | 7,120 | $4.3M |
| Glass Jacobson Investment Advisors llc | 1.46% | Add +7.6% | 7,102 | $4.2M |
| Mountain Hill Investment Partners Corp. | 2.51% | New | 7,100 | $4.2M |
| BXM Wealth LLC | 3.26% | Reduce -88.1% | 7,088 | $4.2M |
| 49 Wealth Management, LLC | 0.31% | Reduce -2.8% | 7,038 | $4.2M |
| Gateway Investment Advisers LLC | 0.05% | Add +11.0% | 7,035 | $4.2M |
| Beacon Capital Management, LLC | 0.74% | Reduce -11.8% | 7,034 | $4.2M |
| Gradient Capital Advisors, LLC | 1.09% | Reduce -1.1% | 7,027 | $4.2M |
| Strategic Family Wealth Counselors, L.L.C. | 1.10% | Add +4.6% | 7,023 | $4.2M |
| Sharkey, Howes & Javer | 0.56% | Reduce -1.9% | 7,015 | $4.2M |
| Well Done, LLC | 0.61% | Reduce -4.5% | 6,995 | $4.2M |
| Cornerstone Wealth Management, LLC | 0.21% | Add +4.7% | 6,963 | $4.2M |
| Sfmg, LLC | 0.29% | Add +5.4% | 6,962 | $4.2M |
| Rexford Capital Inc. | 2.96% | Add +9.8% | 6,945 | $4.2M |
| Trust Point Inc. | 0.36% | Reduce -38.7% | 6,945 | $4.1M |
| Investment Advisory Group, LLC | 1.05% | Add +3.3% | 6,934 | $4.1M |
| Clientfirst Wealth Management, LLC | 3.49% | No change | 6,920 | $4.1M |
| Edgestream Partners, L.P. | 0.14% | Reduce -75.6% | 6,916 | $4.1M |
| Summa Corp. | 1.71% | New | 6,912 | $4.1M |
| Fee-Only Financial Planning, L.C. | 2.49% | Reduce -10.7% | 6,908 | $4.1M |
| Integrity Investment Advisors, LLC | 2.23% | Reduce -5.7% | 6,892 | $4.1M |
| Cassaday & Co Wealth Management LLC | 0.09% | Add +7.5% | 6,889 | $4.1M |
| Nilsine Partners, LLC | 0.32% | Reduce -8.5% | 6,246 | $4.1M |
| Sage Capital Advisors,llc | 0.95% | Reduce -0.9% | 6,871 | $4.1M |
| Ridgewood Investments LLC | 1.68% | — | 6,868 | $4.1M |
| Greenspring Advisors, LLC | 0.25% | Reduce -7.7% | 6,856 | $4.1M |
| CV Advisors LLC | 1.11% | No change | 6,827 | $4.1M |
| Family Investment Center, Inc. | 0.78% | Reduce -2.3% | 6,807 | $4.1M |
| Warwick Investment Management, Inc. | 0.59% | Reduce -5.4% | 6,804 | $4.1M |
| Independent Wealth Network Inc. | 1.21% | Add +3.4% | 6,799 | $4.1M |
| Sterling Group Wealth Management, LLC | 1.92% | Add +5.1% | 6,777 | $4.0M |
| Kornitzer Capital Management Inc. | 0.09% | Add +2.3% | 6,769 | $4.0M |
| DB Fitzpatrick & Co, Inc | 3.46% | Add +4.3% | 6,754 | $4.0M |
| Ewa, LLC | 0.91% | Add +2.7% | 6,723 | $4.0M |
| VSM Wealth Advisory, LLC | 1.20% | Reduce -0.4% | 6,713 | $4.0M |
| RMG Wealth Management LLC | 0.46% | No change | 5,900 | $4.0M |
| Key Client Fiduciary Advisors, LLC | 1.38% | Add +11.1% | 6,700 | $4.0M |
| Crusonia Wealth Advisors LLC | 0.83% | Add +7.8% | 6,700 | $4.0M |
| WealthCollab, LLC | 1.65% | Reduce -2.4% | 6,694 | $4.0M |
| Capital Investment Advisory Services, LLC | 0.29% | Add +5.8% | 6,680 | $4.0M |
| Birchwood Financial Partners, Inc. | 3.85% | Add +9.4% | 6,677 | $4.0M |
| Quadcap Wealth Management, LLC | 0.45% | Reduce -8.0% | 6,676 | $4.0M |
| Larry Mathis Financial Planning, LLC | 3.58% | Reduce -19.8% | 6,676 | $4.0M |
| Zacks Investment Management | 0.03% | Add +3.3% | 6,675 | $4.0M |
| Debussy Capital Management LP | 0.55% | Add +1.3% | 6,675 | $4.0M |
| Opulen Financial Group LLC | 2.80% | Add +3.3% | 6,663 | $4.0M |
| Madison Wealth Partners, Inc | 0.63% | Add +8.4% | 6,654 | $4.0M |
| Neumann Capital Management, LLC | 1.17% | Add +89.0% | 6,652 | $4.0M |
| Monograph Wealth Advisors, LLC | 0.38% | Add +1.6% | 6,645 | $4.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -91.9% | 6,613 | $4.0M |
| Kavar Capital Partners Group, LLC | 0.50% | Reduce -3.4% | 6,629 | $4.0M |
| John G Ullman & Associates Inc. | 0.52% | Add +0.1% | 6,614 | $4.0M |
| Golden State Wealth Management, LLC | 0.43% | Add +0.8% | 6,610 | $3.9M |
| Baldwin Wealth Partners LLC | 0.29% | Add +9.1% | 6,608 | $3.9M |
| Cerity Partners Retirement Plan Advisors LLC | 2.01% | — | 6,574 | $3.9M |
| Arlington Trust Co LLC | 0.35% | Add +23.4% | 6,558 | $3.9M |
| Texas Yale Capital Corp. | 0.11% | Add +0.0% | 6,548 | $3.9M |
| Adapt Wealth Advisors, LLC | 1.42% | Reduce -1.4% | 6,544 | $3.9M |
| Richards, Merrill & Peterson, Inc. | 1.43% | Add +4.0% | 6,537 | $3.9M |
| 25 LLC | 1.20% | Reduce -6.8% | 6,532 | $3.9M |
| Mechanics Bank Trust Department | 0.54% | No change | 6,521 | $3.9M |
| Cullinan Associates Inc. | 0.31% | No change | 6,500 | $3.9M |
| Bristlecone Value Partners, LLC | 3.41% | New | 6,487 | $3.9M |
| Cooper/Haims Advisors, LLC | 1.82% | Add +0.2% | 6,473 | $3.9M |
| Arrowroot Family Office, LLC | 1.28% | Reduce -17.6% | 6,466 | $3.9M |
| Tortoise Investment Management, LLC | 0.32% | Reduce -3.6% | 6,418 | $3.8M |
| Financial Consulate, Inc. | 0.48% | Add +7.5% | 6,418 | $3.8M |
| Maridea Wealth Management LLC | 0.56% | Add +5.2% | 6,414 | $3.8M |
| First PREMIER Bank | 0.88% | No change | 6,414 | $3.8M |
| Chilton Investment Co. Inc. | 0.09% | Add +267.8% | 6,411 | $3.8M |
| Legacy Financial Group LLC | 0.48% | Reduce -8.9% | 6,407 | $3.8M |
| Azimuth Capital Investment Management LLC | 0.14% | Reduce -2.5% | 6,404 | $3.8M |
| Syon Capital LLC | 0.19% | Reduce -1.3% | 6,372 | $3.8M |
| Viewpoint Investment Partners Corp. | 1.76% | Add +0.2% | 6,337 | $3.8M |
| Flagship Wealth Advisors, LLC | 1.62% | Reduce -36.6% | 6,652 | $3.8M |
| Orgel Wealth Management, LLC | 0.08% | Add +3.4% | 6,295 | $3.8M |
| Triasima Portfolio Management inc. | 0.57% | Reduce -1.5% | 6,292 | $3.8M |
| Ballast Rock Private Wealth LLC | 2.08% | Add +2.3% | 6,287 | $3.8M |
| Elevation Capital Advisory, LLC | 1.60% | Reduce -47.3% | 6,275 | $3.7M |
| Innova Wealth Partners | 1.77% | Add +9.0% | 6,230 | $3.7M |
| NYL Investors LLC | 1.40% | No change | 6,217 | $3.7M |
| Disciplined Investors, L.L.C. | 2.21% | Add +4.2% | 6,217 | $3.7M |
| DT Investment Partners, LLC | 0.31% | Reduce -0.6% | 6,212 | $3.7M |
| Security National Bank | 0.54% | Reduce -17.2% | 6,194 | $3.7M |
| Ami Investment Management Inc. | 0.83% | Reduce -3.2% | 6,189 | $3.7M |
| Vienna Asset Management LLC | 2.92% | Add +14.7% | 6,182 | $3.7M |
| Purkiss Capital Advisors LLC | 1.62% | Add +11.0% | 6,180 | $3.7M |
| JT Stratford LLC | 0.47% | Add +7.9% | 6,166 | $3.7M |
| Integrated Investment Consultants, LLC | 0.78% | Reduce -26.8% | 6,164 | $3.7M |
| WBH Advisory Inc. | 0.27% | Add +74.9% | 6,091 | $3.7M |
| First National Advisers, LLC | 0.54% | Add +4.0% | 6,138 | $3.7M |
| Sunpointe, LLC | 1.20% | Add +3.0% | 6,129 | $3.7M |
| Headinvest, LLC | 0.75% | Add +23.1% | 6,108 | $3.6M |
| Patton Albertson Miller Group, LLC | 0.43% | Reduce -5.5% | 6,106 | $3.6M |
| Redstone Wealth Management, LLC | 2.90% | Add +0.0% | 6,095 | $3.6M |
| Elevatus Welath Management | 1.91% | Reduce -78.2% | 6,086 | $3.6M |
| California State Teachers Retirement System | 0.00% | Add +0.2% | 6,078 | $3.6M |
| Bluesphere Advisors LLC | 1.29% | Reduce -13.4% | 6,078 | $3.6M |
| Oxford Wealth Group, LLC | 1.98% | Reduce -9.9% | 6,055 | $3.6M |
| Bridgelight Financial Advisors, Inc. | 3.06% | Reduce -0.6% | 6,031 | $3.6M |
| Steelhead Wealth Management LLC | 1.82% | — | 6,025 | $3.6M |
| Highland Capital Management, LLC | 0.19% | Reduce -1.4% | 6,022 | $3.6M |
| Accurate Wealth Management, LLC | 0.43% | Reduce -0.0% | 5,745 | $3.6M |
| JMN Financial LLC | 3.52% | Add +14.3% | 6,000 | $3.6M |
| DecisionMap Wealth Management, LLC | 2.32% | Reduce -4.3% | 6,000 | $3.6M |
| Marathon Wealth Advisors LLC | 1.47% | Reduce -1.0% | 5,999 | $3.6M |
| Medallion Wealth Advisors, LLC | 1.16% | Add +3.8% | 5,963 | $3.6M |
| GHP Investment Advisors, Inc. | 0.15% | Add +1.4% | 5,921 | $3.5M |
| Cauble & Harre Wealth Management, Inc. | 2.82% | Add +4.1% | 5,213 | $3.5M |
| Orion Investment Co | 1.12% | Add +0.9% | 5,898 | $3.5M |
| Bakala Capital LLC | 16.93% | Add +0.3% | 5,893 | $3.5M |
| Long Island Wealth Management, Inc. | 1.63% | Add +1.6% | 5,869 | $3.5M |
| 55 North Private Wealth, LLC | 0.90% | Add +107.8% | 5,866 | $3.5M |
| Summit Financial Wealth Advisors, LLC | 0.50% | Add +6.8% | 5,857 | $3.5M |
| Sawyer & Company, Inc | 1.35% | Reduce -2.0% | 5,851 | $3.5M |
| Vermillion Wealth Management, Inc. | 1.39% | Reduce -2.3% | 5,845 | $3.5M |
| Consultiva Wealth Management, Corp. | 10.12% | No change | 5,838 | $3.5M |
| Triton Wealth Management, PLLC | 1.29% | Add +11.2% | 5,770 | $3.5M |
| Principle Wealth Partners LLC | 0.20% | Reduce -0.3% | 5,834 | $3.5M |
| Segment Wealth Management, LLC | 0.20% | Add +0.9% | 5,833 | $3.5M |
| First Interstate Bank | 0.20% | Reduce -2.0% | 5,832 | $3.5M |
| Ironwood Investment Counsel, LLC | 0.50% | Reduce -6.3% | 5,821 | $3.5M |
| Cornerstone Planning Group LLC | 0.46% | Reduce -3.6% | 5,228 | $3.5M |
| Perennial Investment Advisors, LLC | 0.28% | Add +6.0% | 5,820 | $3.5M |
| Capital Asset Advisory Services LLC | 0.13% | Add +29.0% | 5,334 | $3.5M |
| Sankala Group LLC | 2.85% | Add +1.3% | 5,899 | $3.5M |
| National Wealth Management Group, LLC | 1.29% | Add +18.1% | 5,788 | $3.5M |
| Vines Capital Management, LLC | 3.43% | Reduce -2.6% | 5,785 | $3.5M |
| Tennessee Valley Asset Management Partners | 0.46% | Add +0.8% | 5,780 | $3.5M |
| Westbourne Investments, Inc. | 1.64% | New | 5,776 | $3.5M |
| Astra Wealth Partners LLC | 2.17% | Reduce -10.8% | 5,770 | $3.4M |
| Tranquility Partners, LLC | 1.30% | Add +0.1% | 5,761 | $3.4M |
| Winthrop Advisory Group LLC | 0.28% | Add +6.3% | 5,754 | $3.4M |
| Linscomb Wealth, Inc. | 0.15% | Add +22.5% | 5,743 | $3.4M |
| Shade Tree Advisors LLC | 2.46% | Add +0.2% | 5,738 | $3.4M |
| Ferguson Wellman Capital Management, Inc. | 0.05% | Reduce -0.9% | 5,735 | $3.4M |
| Sierra Summit Advisors LLC | 0.50% | New | 5,724 | $3.4M |
| GWN Securities Inc. | 0.65% | Add +2.0% | 5,719 | $3.4M |
| Compass Advisory Group LLC | 0.91% | Reduce -0.8% | 5,712 | $3.4M |
| Ssa Swiss Advisors AG | 1.58% | Reduce -2.0% | 5,711 | $3.4M |
| Tannin Capital LLC | 2.47% | Reduce -3.2% | 5,697 | $3.4M |
| Procyon Advisors, LLC | 0.17% | Add +65.2% | 5,686 | $3.4M |
| Omnia Family Wealth, LLC | 1.07% | Reduce -61.9% | 5,663 | $3.4M |
| Waddell & Associates, LLC | 0.19% | Reduce -0.1% | 5,662 | $3.4M |
| Performance Wealth Partners, LLC | 0.10% | Add +2.2% | 5,654 | $3.4M |
| Revolve Wealth Partners, LLC | 0.44% | Reduce -14.3% | 5,632 | $3.4M |
| Bluestem Financial Advisors, LLC | 1.30% | Add +5.5% | 5,627 | $3.4M |
| Capital Analysts, LLC | 0.09% | Add +3.6% | 5,624 | $3.4M |
| Financial Council, LLC | 1.29% | Add +9.0% | 5,616 | $3.4M |
| Richardson Financial Services Inc. | 2.10% | Add +1.5% | 5,604 | $3.3M |
| Accel Wealth Management | 0.87% | Add +2.2% | 5,604 | $3.3M |
| Auour Investments LLC | 1.05% | Add +1.9% | 5,601 | $3.3M |
| Edmond DE Rothschild Holding S.A. | 0.05% | No change | 5,589 | $3.3M |
| GEM Asset Management, LLC | 1.47% | Add +17.8% | 5,587 | $3.3M |
| KFA Private Wealth Group, LLC | 0.80% | Reduce -0.3% | 5,579 | $3.3M |
| Wealth Architects, LLC | 0.30% | Add +4.0% | 5,573 | $3.3M |
| Prosperity Consulting Group, LLC | 0.15% | Add +8.7% | 5,573 | $3.3M |
| Wolff Wiese Magana LLC | 1.83% | Add +21.7% | 5,541 | $3.3M |
| Bank of Marin | 2.42% | Reduce -3.3% | 5,530 | $3.3M |
| IFC Advisors LLC | 0.47% | No change | 5,529 | $3.3M |
| Stolper Co | 0.93% | Add +6528.8% | 31,089 | $3.3M |
| Networth Advisors, LLC | 2.33% | Reduce -12.8% | 5,509 | $3.3M |
| Consilio Wealth Advisors, LLC | 0.96% | Reduce -0.5% | 5,499 | $3.3M |
| Fortis Capital Management LLC | 0.44% | Add +36.6% | 5,477 | $3.3M |
| Downshift Financial, LLC | 1.69% | Add +17.6% | 5,011 | $3.3M |
| Black Swift Group, LLC | 0.57% | Reduce -0.3% | 5,464 | $3.3M |
| Bedel Financial Consulting, Inc. | 0.38% | Add +6.7% | 5,462 | $3.3M |
| Cherry Tree Wealth Management, LLC | 0.69% | Reduce -1.3% | 5,461 | $3.3M |
| Madison Asset Management, LLC | 0.04% | Reduce -24.0% | 5,442 | $3.3M |
| Summitpoint Capital Management | 4.13% | — | 5,185 | $3.3M |
| Cedarwood Wealth LLC | 3.28% | Reduce -1.7% | 5,438 | $3.2M |
| IMA Advisory Services, Inc. | 0.32% | Reduce -4.6% | 5,427 | $3.2M |
| Integrity Wealth Solutions LLC | 1.27% | Add +0.7% | 5,428 | $3.2M |
| NorthCoast Asset Management LLC | 0.08% | Add +0.4% | 5,420 | $3.2M |
| Private Advisory Group LLC | 0.22% | Reduce -0.8% | 5,404 | $3.2M |
| Peoples Bank | 3.25% | Add +44.5% | 5,401 | $3.2M |
| Taylor Hoffman Capital Management LLC | 0.99% | Reduce -1.3% | 5,388 | $3.2M |
| Pettinga Financial Advisors LLC | 0.60% | No change | 5,374 | $3.2M |
| Keystone Global Partners, LLC | 1.43% | Reduce -5.1% | 5,367 | $3.2M |
| Kinloch Capital, LLC | 1.31% | Reduce -39.7% | 5,365 | $3.2M |
| Lee, Kelleher & Klein Wealth Management | 1.91% | Reduce -1.7% | 5,364 | $3.2M |
| Verus Financial Partners, Inc. | 0.29% | Add +0.1% | 4,967 | $3.2M |
| Reality Financial Planning Services, LLC | 3.08% | Reduce -0.6% | 5,345 | $3.2M |
| Roffman Miller Associates Inc. | 0.18% | Add +1.9% | 5,344 | $3.2M |
| Luminist Capital LLC | 4.27% | Reduce -55.0% | 5,342 | $3.2M |
| Capital Advisors Inc. | 0.05% | Add +8.6% | 5,342 | $3.2M |
| Latko Wealth Management, Ltd. | 1.56% | Add +3.5% | 5,339 | $3.2M |
| 71 West Capital Partners | 0.14% | Reduce -10.4% | 5,326 | $3.2M |
| Welch & Forbes LLC | 0.04% | Add +2.1% | 5,320 | $3.2M |
| Redwood Family Wealth LLC | 3.11% | Reduce -1.1% | 5,310 | $3.2M |
| Terra Nova Asset Management LLC | 2.35% | Reduce -2.7% | 5,310 | $3.2M |
| Boreal Capital Management LLC | 3.07% | Reduce -3.1% | 5,303 | $3.2M |
| Global Strategic Investment Solutions, LLC | 0.31% | Add +0.1% | 5,291 | $3.2M |
| Englebert Financial Advisers, LLC | 3.59% | Add +33.9% | 5,283 | $3.2M |
| Sequent Planning LLC | 0.76% | Add +87.6% | 5,281 | $3.2M |
| May Hill Capital, LLC | 0.79% | Reduce -0.0% | 5,270 | $3.1M |
| Walled Lake Planning & Wealth Management, LLC | 0.93% | Reduce -4.0% | 5,265 | $3.1M |
| Prossimo Advisors, LLC | 19.10% | New | 5,255 | $3.1M |
| Olde Wealth Management, LLC | 0.99% | Reduce -0.9% | 5,254 | $3.1M |
| Prosperity Advisers, LLC | 2.59% | Reduce -3.4% | 5,219 | $3.1M |
| Meredith Wealth Planning | 0.84% | Add +0.3% | 5,217 | $3.1M |
| Mezzasalma Advisors, LLC | 0.80% | Add +19.9% | 5,212 | $3.1M |
| Physician Wealth Advisors, Inc. | 0.43% | Add +1.7% | 5,210 | $3.1M |
| CPR Investments Inc. | 2.07% | Reduce -68.0% | 5,183 | $3.1M |
| Navigation Group, LLC | 0.72% | — | 5,182 | $3.1M |
| TCI Wealth Advisors, Inc. | 0.16% | Reduce -4.2% | 5,180 | $3.1M |
| Latitude Advisors, LLC | 1.41% | Add +15.5% | 5,162 | $3.1M |
| CFS Investment Advisory Services, LLC | 0.21% | Reduce -5.8% | 4,723 | $3.1M |
| Stonebridge Capital Advisors LLC | 0.22% | Add +9.0% | 5,146 | $3.1M |
| Summit Global Investments | 0.18% | Add +127.7% | 5,139 | $3.1M |
| Financial Synergies Wealth Advisors, Inc. | 0.29% | Add +8.1% | 5,126 | $3.1M |
| GAMMA Investing LLC | 0.14% | Add +88.1% | 5,126 | $3.1M |
| PAX Financial Group, LLC | 0.52% | Reduce -11.2% | 5,123 | $3.1M |
| Goodwin Investment Advisory | 3.64% | Reduce -5.9% | 5,118 | $3.1M |
| Avestar Capital, LLC | 0.21% | Reduce -2.8% | 5,117 | $3.1M |
| Cheviot Value Management, LLC | 0.30% | Add +22.7% | 5,079 | $3.0M |
| Pine Ridge Advisers LLC | 0.22% | No change | 5,075 | $3.0M |
| SRH Advisors, LLC | 0.87% | No change | 5,074 | $3.0M |
| Invesco Ltd. | 0.00% | Reduce -6.2% | 5,072 | $3.0M |
| 180 Wealth Advisors, LLC | 0.34% | Add +14.7% | 5,062 | $3.0M |
| McGuire Capital Advisors Inc. | 1.93% | Reduce -0.6% | 5,050 | $3.0M |
| Annex Advisory Services, LLC | 0.06% | Add +6.3% | 5,036 | $3.0M |
| Towne Trust Company, N.A | 0.96% | Add +12.2% | 5,008 | $3.0M |
| Founders Financial Alliance, LLC | 0.54% | Add +6.5% | 4,991 | $3.0M |
| Provenance Wealth Advisors, LLC | 0.32% | Add +1.4% | 4,990 | $3.0M |
| Roble, Belko & Company, Inc | 0.38% | Add +1.3% | 4,968 | $3.0M |
| Pursue Wealth Partners LLC | 1.77% | Reduce -27.9% | 4,957 | $3.0M |
| Chicago Capital, LLC | 0.08% | Add +2.6% | 4,952 | $3.0M |
| First Pacific Financial | 0.38% | Reduce -1.3% | 4,942 | $3.0M |
| Laurel Wealth Advisors LLC | 0.29% | Add +3.3% | 4,336 | $2.9M |
| Advance Capital Management, Inc. | 0.11% | Add +4.2% | 4,917 | $2.9M |
| Onyx Bridge Wealth Group LLC | 0.32% | Add +18.9% | 4,916 | $2.9M |
| Values Added Financial LLC | 1.23% | Reduce -0.2% | 4,905 | $2.9M |
| FOCUS Wealth Advisors, LLC | 1.43% | Add +0.2% | 4,902 | $2.9M |
| Roberts Glore & Co. Inc. | 0.80% | Reduce -1.0% | 4,883 | $2.9M |
| Baring Financial LLC | 1.78% | Reduce -1.3% | 4,863 | $2.9M |
| PACK Private Wealth, LLC | 1.33% | No change | 4,859 | $2.9M |
| Milestone Asset Management, LLC | 0.53% | Reduce -71.5% | 4,849 | $2.9M |
| Eagle Global Advisors LLC | 0.10% | Add +27.1% | 4,838 | $2.9M |
| MSH Capital Advisors LLC | 0.61% | Reduce -10.6% | 4,832 | $2.9M |
| Novem Group | 0.33% | Add +8.8% | 4,822 | $2.9M |
| Cloud Capital Management, LLC | 1.25% | Reduce -0.1% | 4,799 | $2.9M |
| InTrack Investment Management Inc | 1.63% | Reduce -10.2% | 4,792 | $2.9M |
| Robinson Smith Wealth Advisors LLC | 1.94% | Reduce -8.6% | 4,791 | $2.9M |
| Hubbell Strickland Wealth Management, LLC | 1.14% | Reduce -3.5% | 4,786 | $2.9M |
| Palatine Hill Wealth Management, LLC | 2.49% | Add +660.7% | 4,785 | $2.9M |
| Cherry Creek Investment Advisors, Inc. | 1.24% | Reduce -2.1% | 4,784 | $2.9M |
| Diversified Management Inc. | 0.49% | Add +6.1% | 4,776 | $2.9M |
| Arsenal Capital Advisors LLC | 2.07% | Reduce -1.3% | 4,772 | $2.9M |
| Alesco Advisors, LLC, An ESL Co | 0.07% | Add +13.9% | 4,771 | $2.9M |
| Two Sigma Investments, LP | 0.00% | Add +124.8% | 4,765 | $2.8M |
| Veery Capital, LLC | 0.87% | Add +2.9% | 4,759 | $2.8M |
| E&G Advisors, LLC | 0.63% | Reduce -0.3% | 4,736 | $2.8M |
| Pacific Park Financial, Inc. | 1.83% | Reduce -21.4% | 4,699 | $2.8M |
| WealthShield Partners, LLC | 0.31% | Reduce -4.1% | 4,697 | $2.8M |
| DiPaolo Financial Group, Inc. | 2.04% | Add +30.5% | 4,695 | $2.8M |
| Harbour Investment Management LLC | 1.52% | No change | 4,694 | $2.8M |
| Beirne Wealth Consulting Services, LLC | 0.79% | Reduce -15.8% | 4,691 | $2.8M |
| Clearview Wealth Management LLC | 1.98% | — | 4,685 | $2.8M |
| Clearstead Trust, LLC | 0.45% | Add +8.4% | 4,664 | $2.8M |
| Joseph P. Lucia & Associates, LLC | 1.00% | Add +34.8% | 4,659 | $2.8M |
| Retirement Income Solutions, Inc. | 0.48% | No change | 4,652 | $2.8M |
| SkyOak Wealth, LLC | 0.51% | Add +0.2% | 4,650 | $2.8M |
| J. Derek Lewis & Associates Inc. | 0.62% | Add +9.5% | 4,648 | $2.8M |
| Nova Wealth Management, Inc. | 1.80% | Add +18.4% | 4,623 | $2.8M |
| Myecfo, LLC | 1.16% | Reduce -5.4% | 4,620 | $2.8M |
| Weaver Consulting Group | 0.66% | Reduce -12.6% | 4,618 | $2.8M |
| Fsa Wealth Partners, Inc. | 1.31% | Reduce -10.0% | 4,614 | $2.8M |
| Gallacher Capital Management LLC | 1.05% | Reduce -1.0% | 4,588 | $2.7M |
| Tumwater Wealth Management, LLC | 1.10% | Add +2.7% | 4,583 | $2.7M |
| Grantvest Financial Group LLC | 1.77% | Reduce -3.1% | 4,583 | $2.7M |
| Financial Perspectives, Inc | 0.76% | Add +1.8% | 4,574 | $2.7M |
| Reicon Wealth Advisors, LLC | 2.09% | Add +9.6% | 4,558 | $2.7M |
| MTM Investment Management, LLC | 0.86% | Add +4.9% | 4,554 | $2.7M |
| Denver Wealth Management, Inc. | 0.94% | New | 4,553 | $2.7M |
| Perkins Coie Trust Co | 0.52% | Add +2.3% | 4,553 | $2.7M |
| Portland Global Advisors LLC | 0.29% | Add +1.2% | 4,550 | $2.7M |
| Hengehold Capital Management LLC | 0.24% | Add +21.5% | 4,525 | $2.7M |
| Culbertson A N & Co. Inc. | 0.35% | Add +17.6% | 4,524 | $2.7M |
| SageGuard Financial Group, LLC | 0.42% | Reduce -7.2% | 4,519 | $2.7M |
| Quent Capital, LLC | 0.19% | Reduce -10.5% | 4,514 | $2.7M |
| Canandaigua National Corp. | 0.24% | — | 4,503 | $2.7M |
| Quadrant Private Wealth Management, LLC | 0.42% | Add +4.7% | 4,492 | $2.7M |
| Diversified Enterprises, LLC | 0.15% | Add +3.5% | 4,489 | $2.7M |
| Gibson Capital, LLC | 0.50% | Reduce -4.0% | 4,486 | $2.7M |
| Private Client Services, LLC | 0.80% | Reduce -3.3% | 4,482 | $2.7M |
| Integrity Financial Corp | 1.33% | Add +0.4% | 4,467 | $2.7M |
| Gross & Hartman Investments LLC | 1.39% | Add +0.1% | 4,463 | $2.7M |
| Evolution Wealth Management Inc. | 1.95% | Add +53.9% | 4,460 | $2.7M |
| Capasso Planning Partners LLC | 1.44% | Reduce -1.4% | 4,459 | $2.7M |
| Wakefield Asset Management LLLP | 0.71% | Add +4.3% | 4,454 | $2.7M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.03% | Add +1.9% | 4,247 | $2.7M |
| RB Capital Management, LLC | 0.59% | Reduce -8.7% | 4,438 | $2.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Add +9.3% | 4,432 | $2.6M |
| Index Fund Advisors, Inc. | 0.12% | Add +10.7% | 4,432 | $2.6M |
| SeaBridge Investment Advisors LLC | 0.45% | Reduce -6.3% | 4,428 | $2.6M |
| Pine Haven Investment Counsel, Inc | 1.94% | No change | 4,420 | $2.6M |
| Michels Family Financial, LLC | 1.90% | Add +2.3% | 4,418 | $2.6M |
| TCV Trust & Wealth Management, Inc. | 0.22% | Reduce -2.1% | 4,417 | $2.6M |
| Panoramic Investment Advisors, LLC | 1.42% | Add +3.0% | 4,403 | $2.6M |
| CX Institutional | 0.08% | Add +67.0% | 4,398 | $2.6M |
| Optima Capital LLC | 1.22% | Add +1.6% | 4,405 | $2.6M |
| Optimist Retirement Group LLC | 1.16% | Reduce -1.8% | 4,395 | $2.6M |
| Narus Financial Partners, LLC | 0.69% | Add +1.6% | 4,392 | $2.6M |
| L & S Advisors Inc | 0.33% | Add +0.7% | 4,388 | $2.6M |
| Badgley Phelps Wealth Managers, LLC | 0.05% | Reduce -11.4% | 4,373 | $2.6M |
| LifeGuide Financial Advisors, LLC | 0.83% | Reduce -0.3% | 4,364 | $2.6M |
| LifeWealth Investments, LLC | 0.78% | Add +1.2% | 4,360 | $2.6M |
| Forthright Family Wealth Advisory LLC | 1.75% | Add +123.2% | 5,413 | $2.6M |
| Clarity Wealth Advisors, LLC | 0.54% | Add +15.2% | 4,350 | $2.6M |
| BlueChip Wealth Advisors LLC | 1.14% | Reduce -24.4% | 4,668 | $2.6M |
| Trueblood Wealth Management, LLC | 1.01% | Add +7.4% | 4,342 | $2.6M |
| Oxbow Advisors, LLC | 0.22% | Add +10.2% | 4,335 | $2.6M |
| Harmony Asset Management LLC | 0.79% | Add +3.8% | 4,320 | $2.6M |
| Adamsbrown Wealth Consultants LLC | 0.68% | Add +7.8% | 4,315 | $2.6M |
| Curran Financial Partners, LLC | 0.46% | Reduce -16.3% | 4,305 | $2.6M |
| Falcon Wealth Planning | 0.17% | Add +24.2% | 4,295 | $2.6M |
| Strategic Wealth Advisors LLC | 2.06% | Add +15.5% | 4,291 | $2.6M |
| Investor's Fiduciary Advisor Network, LLC | 0.79% | Reduce -54.6% | 4,292 | $2.6M |
| Mission Creek Capital Partners, Inc. | 0.51% | Add +8.8% | 4,289 | $2.6M |
| Stonebridge Financial Planning Group, LLC | 0.94% | Add +3.5% | 4,288 | $2.6M |
| Rebalance, LLC | 0.15% | Add +0.9% | 4,282 | $2.6M |
| JB Capital LLC | 0.10% | Reduce -0.6% | 4,272 | $2.6M |
| Basecamp Wealth Advisors LLC | 0.53% | Add +847.0% | 4,271 | $2.6M |
| Kieckhefer Group LLC | 1.21% | Add +77.4% | 4,271 | $2.6M |
| Robinhood Asset Management, LLC | 0.18% | Add +56.4% | 4,267 | $2.6M |
| Thompson Davis & Co., Inc. | 1.70% | Reduce -30.5% | 4,267 | $2.5M |
| FSM Wealth Advisors, LLC | 0.33% | Add +0.5% | 4,266 | $2.5M |
| Glaxis Capital Management, LLC | 3.19% | No change | 4,265 | $2.5M |
| Sunbelt Securities, Inc. | 0.16% | Reduce -0.1% | 4,251 | $2.5M |
| KLCM Advisors, Inc. | 0.22% | Add +11.8% | 4,236 | $2.5M |
| Occidental Asset Management, LLC | 0.30% | Add +1.9% | 4,227 | $2.5M |
| WP Advisors, LLC | 0.65% | Add +1.8% | 4,226 | $2.5M |
| Channel Wealth LLC | 0.61% | Reduce -22.2% | 4,222 | $2.5M |
| Cfo Capital Management LLC | 2.08% | Add +4.1% | 4,342 | $2.5M |
| R.H. Investment Group, LLC | 1.94% | No change | 4,048 | $2.5M |
| Cannon Financial Strategists, Inc. | 0.33% | No change | 4,206 | $2.5M |
| Aviance Capital Partners, LLC | 0.29% | Reduce -6.3% | 4,203 | $2.5M |
| Schear Investment Advisers, LLC | 1.10% | Reduce -51.8% | 4,190 | $2.5M |
| Uniting Wealth Partners, LLC | 0.53% | Add +10.5% | 4,190 | $2.5M |
| Realta Investment Advisors | 0.87% | Reduce -24.8% | 4,184 | $2.5M |
| Heirloom Wealth Management | 0.45% | New | 4,169 | $2.5M |
| S&T Bank | 0.93% | No change | 4,165 | $2.5M |
| LJI Wealth Management, LLC | 0.40% | Add +22.8% | 4,164 | $2.5M |
| Capital Advantage, Inc. | 0.33% | Reduce -0.1% | 4,160 | $2.5M |
| Seal Cove Capital, LLC | 2.16% | No change | 4,132 | $2.5M |
| Valtinson Bruner Financial Planning LLC | 0.68% | Add +11.8% | 4,123 | $2.5M |
| Fairview Capital Investment Management, LLC | 0.13% | Add +55.8% | 4,108 | $2.5M |
| Bell Investment Advisors, Inc | 0.38% | Reduce -0.2% | 4,065 | $2.4M |
| Tocqueville Asset Management L.P. | 0.04% | Add +9.0% | 4,043 | $2.4M |
| Exit Wealth Advisors, LLC. | 1.24% | Add +8.9% | 4,028 | $2.4M |
| Sandhill Capital Partners LLC | 0.21% | Reduce -0.8% | 4,025 | $2.4M |
| Great Oak Capital Partners, LLC | 0.56% | Reduce -0.9% | 3,868 | $2.4M |
| Diversified Portfolios, Inc. | 0.20% | Reduce -2.4% | 4,018 | $2.4M |
| KMT Wealth Management, LLC | 1.30% | Add +8.5% | 4,007 | $2.4M |
| Dash Acquisitions Inc. | 0.50% | Add +62.9% | 3,674 | $2.4M |
| Wingate Wealth Advisors, Inc. | 1.28% | Add +0.9% | 4,003 | $2.4M |
| Zullo Investment Group, Inc. | 0.90% | No change | 3,990 | $2.4M |
| Slagle Financial, LLC | 0.79% | Reduce -8.2% | 3,987 | $2.4M |
| Wealth Effects LLC | 0.84% | Add +0.1% | 3,986 | $2.4M |
| Washburn Capital Management, Inc. | 1.38% | Add +0.3% | 3,984 | $2.4M |
| Virtus Wealth Solutions LLC | 0.45% | Reduce -0.6% | 3,975 | $2.4M |
| Arrien Investments, Inc. | 1.29% | Reduce -3.2% | 3,975 | $2.4M |
| Mascoma Wealth Management LLC | 0.49% | Add +0.0% | 3,971 | $2.4M |
| CrossGen Wealth, LLC | 2.08% | Reduce -9.0% | 3,970 | $2.4M |
| Bucket List Wealth Management, LLC | 1.43% | Add +0.3% | 3,965 | $2.4M |
| Tred Avon Family Wealth, LLC | 0.79% | Add +5.6% | 3,964 | $2.4M |
| CDM Financial Counseling Services, Inc. | 2.26% | Add +10.6% | 3,948 | $2.4M |
| Advisory Research Inc. | 0.29% | Reduce -0.1% | 3,945 | $2.4M |
| Corundum Group, Inc. | 0.79% | Add +39.4% | 3,944 | $2.4M |
| Cercano Management LLC | 0.10% | No change | 3,941 | $2.4M |
| Inscription Capital, LLC | 0.25% | Add +74.7% | 3,940 | $2.4M |
| PTM Wealth Management, LLC | 1.25% | Reduce -0.8% | 3,886 | $2.4M |
| Unique Wealth, LLC | 0.32% | Add +0.2% | 3,933 | $2.3M |
| Compton Wealth Advisory Group, LLC | 0.52% | Reduce -4.3% | 3,872 | $2.3M |
| MidFirst Bank | 0.19% | Add +0.8% | 3,889 | $2.3M |
| Johnson Financial Group, Inc. | 0.08% | Reduce -8.6% | 3,884 | $2.3M |
| Strathmore Capital Advisors, Inc. | 0.66% | Add +11.9% | 3,532 | $2.3M |
| Morris Financial Concepts, Inc. | 0.79% | Add +7.4% | 3,873 | $2.3M |
| Sandbox Financial Partners, LLC | 0.65% | Add +0.1% | 3,871 | $2.3M |
| HTG Investment Advisors, Inc. | 0.66% | No change | 3,861 | $2.3M |
| DB&C Advisors, LLC | 3.00% | Add +11.1% | 3,860 | $2.3M |
| Stonebridge Financial Group, LLC | 0.19% | Add +6.4% | 3,849 | $2.3M |
| Alpha Capital Advisors Inc. | 2.19% | Add +4.7% | 3,843 | $2.3M |
| Compass Ion Advisors, LLC | 0.22% | Add +6.4% | 3,840 | $2.3M |
| Drive Wealth Management, LLC | 0.48% | Reduce -16.4% | 3,834 | $2.3M |
| Portside Wealth Group, LLC | 0.31% | Add +27.5% | 3,834 | $2.3M |
| Princeton Global Asset Management LLC | 0.37% | Add +7.6% | 3,819 | $2.3M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.94% | Reduce -22.8% | 3,814 | $2.3M |
| Baker Boyer National Bank | 0.68% | Add +3.5% | 3,803 | $2.3M |
| Mullaney, Keating & Wright, Inc. | 1.23% | Add +1.6% | 3,801 | $2.3M |
| Alpha Financial Partners LLC | 1.34% | Add +5.6% | 3,799 | $2.3M |
| Chesley Taft & Associates LLC | 0.09% | Reduce -5.6% | 3,799 | $2.3M |
| Odyssey Capital Advisors, Inc. | 2.03% | Reduce -5.2% | 3,799 | $2.3M |
| Bragg Financial Advisors, Inc | 0.07% | Add +6.2% | 3,793 | $2.3M |
| Tilia Fiduciary Partners, Inc. | 1.24% | Reduce -0.1% | 3,783 | $2.3M |
| Hantz Financial Services, Inc. | 0.03% | Add +22.3% | 3,777 | $2.3M |
| Prevail Innovative Wealth Advisors, LLC | 0.38% | Reduce -25.1% | 3,776 | $2.3M |
| Stillwater Wealth Management Group | 1.39% | Add +28.6% | 3,765 | $2.3M |
| JPL Wealth Management, LLC | 0.52% | Reduce -1.3% | 3,765 | $2.3M |
| TBH Global Asset Management, LLC | 0.45% | Add +16.6% | 3,765 | $2.2M |
| Orrstown Financial Services Inc. | 0.38% | No change | 3,762 | $2.2M |
| Foguth Wealth Management, LLC. | 0.26% | Add +8.1% | 3,230 | $2.2M |
| Leo H. Evart, Inc. | 1.92% | — | 3,759 | $2.2M |
| Private Wealth Group, LLC | 1.05% | No change | 3,758 | $2.2M |
| Prime Buchholz LLC | 1.17% | Reduce -1.8% | 3,751 | $2.2M |
| Cherrydale Wealth Management, LLC | 0.69% | Add +3.4% | 3,750 | $2.2M |
| Capital Advisors Wealth Management, LLC | 0.30% | Add +16.7% | 3,750 | $2.2M |
| Fearless Solutions, LLC dba Best Invest | 1.35% | Reduce -2.2% | 3,745 | $2.2M |
| Second Line Capital, LLC | 0.42% | Reduce -18.0% | 3,384 | $2.2M |
| Advisory Advocates, LLC | 2.28% | Add +24.4% | 3,735 | $2.2M |
| Aegis Wealth Management, Inc. | 1.75% | Add +5.5% | 3,727 | $2.2M |
| Burton Enright Welch | 0.30% | Reduce -0.4% | 3,716 | $2.2M |
| Aries Wealth Management | 0.49% | No change | 3,707 | $2.2M |
| Tamar Securities, LLC | 0.24% | Reduce -1.6% | 3,696 | $2.2M |
| Coastal Bridge Advisors, LLC | 0.16% | Add +0.4% | 3,692 | $2.2M |
| Glen Eagle Advisors, LLC | 0.31% | Add +0.2% | 3,673 | $2.2M |
| Harfst & Associates, Inc. | 0.39% | No change | 3,671 | $2.2M |
| Alaethes Wealth, LLC | 0.63% | Add +1.4% | 3,668 | $2.2M |
| Cornerstone Financial Group, LLC | 1.41% | Reduce -6.8% | 3,306 | $2.2M |
| Anchor Capital Advisors LLC | 0.06% | Add +43.5% | 3,664 | $2.2M |
| Advocacy Wealth Management, LLC | 0.10% | Reduce -5.9% | 3,660 | $2.2M |
| NorthCrest Asset Manangement, LLC | 0.07% | Add +18.0% | 3,626 | $2.2M |
| Baker Avenue Asset Management, LP | 0.05% | Reduce -37.9% | 3,653 | $2.2M |
| Parkwoods Wealth Partners, LLC | 0.53% | Add +3.4% | 3,648 | $2.2M |
| TCP Asset Management, LLC | 0.28% | Add +1.6% | 3,640 | $2.2M |
| Guyasuta Investment Advisors Inc. | 0.13% | Add +43.0% | 3,633 | $2.2M |
| Zions Bancorporation, National Association | 0.14% | Add +12.4% | 3,628 | $2.2M |
| Spinnaker Trust | 0.12% | Add +7.9% | 3,628 | $2.2M |
| Amicus Financial Advisors, LLC | 0.60% | Add +5.8% | 3,628 | $2.2M |
| J Hagan Capital, Inc. | 1.16% | Reduce -12.5% | 3,605 | $2.2M |
| Ibex Wealth Advisors | 0.20% | Add +0.1% | 3,603 | $2.2M |
| Clear Wave Wealth Management LLC | 0.55% | — | 3,601 | $2.2M |
| Toth Financial Advisory Corp. | 0.24% | Add +19.9% | 3,597 | $2.1M |
| Union Bancaire Privee, UBP SA | 0.03% | Add +17.8% | 3,751 | $2.1M |
| Fullerton Advisors, LLC | 2.22% | Reduce -5.1% | 3,583 | $2.1M |
| Castleview Partners, LLC | 1.09% | Add +16.6% | 3,570 | $2.1M |
| Claris Financial LLC | 1.17% | Add +0.0% | 3,569 | $2.1M |
| Meridian Wealth Partners, LLC | 0.29% | Add +25.6% | 3,566 | $2.1M |
| Enzi Wealth | 0.74% | Add +0.3% | 3,565 | $2.1M |
| Parr McKnight Wealth Management Group, LLC | 0.28% | Add +41.5% | 3,560 | $2.1M |
| Ellis Investment Partners, LLC | 0.37% | Add +18.4% | 3,559 | $2.1M |
| Sims Investment Management, LLC | 0.78% | No change | 3,548 | $2.1M |
| Peak Planning Group, LLC | 0.59% | Reduce -0.1% | 3,540 | $2.1M |
| Urban Financial Advisory Corp | 0.75% | Add +12.4% | 3,528 | $2.1M |
| WealthPlan Investment Management, LLC | 0.12% | Add +59.4% | 3,528 | $2.1M |
| Presper Financial Architects, LLC | 1.25% | Reduce -3.3% | 3,517 | $2.1M |
| Freedom Investment Management, Inc. | 0.62% | Add +0.4% | 3,513 | $2.1M |
| Heritage Investment Group, Inc. | 0.32% | Reduce -1.2% | 3,504 | $2.1M |
| Earned Wealth Advisors, LLC | 0.14% | Reduce -5.4% | 3,502 | $2.1M |
| Kane Investment Management, Inc. | 1.08% | Add +0.2% | 3,499 | $2.1M |
| Brady Martz Wealth Solutions, LLC | 0.36% | Add +72.6% | 3,495 | $2.1M |
| Equity Wealth Partners, LLC | 1.35% | Reduce -4.8% | 3,490 | $2.1M |
| Argo Wealth Advisory, LLC | 1.22% | Reduce -37.4% | 3,485 | $2.1M |
| Investment Advisory Services Inc. /TX | 0.66% | Reduce -3.2% | 3,478 | $2.1M |
| Strategic Financial Concepts, LLC | 0.51% | Add +329.8% | 3,447 | $2.1M |
| Henson-Edgewater Management, LLC | 1.32% | Reduce -1.0% | 3,472 | $2.1M |
| Legacy Wealth Advisors, LLC | 1.06% | Reduce -27.2% | 3,469 | $2.1M |
| Evelyn Partners Investment Management (Europe) Ltd | 0.71% | Add +0.2% | 3,469 | $2.1M |
| IMG Wealth Management, Inc. | 1.32% | Reduce -13.2% | 3,467 | $2.1M |
| Hanson & Doremus Investment Management | 0.24% | Add +0.3% | 3,466 | $2.1M |
| First County Bank | 1.11% | Reduce -19.1% | 3,464 | $2.1M |
| Aspen Wealth Management LLC | 0.41% | Add +2.5% | 3,461 | $2.1M |
| Geometric Wealth Advisors | 0.26% | Add +20.9% | 3,458 | $2.1M |
| McCarter Private Wealth Services LLC | 0.90% | No change | 3,455 | $2.1M |
| MontVue Capital Management, Inc. | 1.41% | Add +7.8% | 3,451 | $2.1M |
| Mosaic Family Wealth Partners, LLC | 0.21% | Add +92.8% | 3,447 | $2.1M |
| Patron Partners, LLC | 0.91% | Reduce -2.3% | 3,439 | $2.1M |
| Wellington-Altus USA Inc. | 1.21% | Add +44.4% | 2,990 | $2.1M |
| Calydon Capital | 0.33% | Add +0.3% | 3,425 | $2.0M |
| Chilton Capital Management LLC | 0.07% | Reduce -1.6% | 3,424 | $2.0M |
| Raab & Moskowitz Asset Management LLC | 0.46% | Reduce -4.5% | 3,424 | $2.0M |
| Infinity Wealth Counsel, LLC | 1.87% | No change | 3,400 | $2.0M |
| Passive Capital Management, LLC. | 0.61% | Add +6.3% | 3,396 | $2.0M |
| Strategies Wealth Advisors, LLC | 0.20% | Reduce -10.4% | 3,377 | $2.0M |
| Leelyn Smith, LLC | 0.28% | Add +0.1% | 3,373 | $2.0M |
| Green Ridge Wealth Planning LLC | 1.06% | Reduce -0.6% | 3,372 | $2.0M |
| Madison Park Capital Advisors, LLC | 1.58% | Add +1.9% | 3,372 | $2.0M |
| Core Wealth Partners LLC | 0.93% | Add +1.6% | 3,358 | $2.0M |
| Alterna Wealth Management, Inc. | 1.52% | Add +0.0% | 3,357 | $2.0M |
| Lexington Hill Partners, LLC | 1.13% | Add +0.8% | 3,348 | $2.0M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | Reduce -6.3% | 3,347 | $2.0M |
| Resolute Wealth Strategies, LLC | 0.86% | Add +2.4% | 3,347 | $2.0M |
| Bensler, LLC | 0.21% | Reduce -3.9% | 3,343 | $2.0M |
| Blake Schutter Theil Wealth Advisors, LLC | 1.62% | Add +2.3% | 3,330 | $2.0M |
| Frank, Rimerman Advisors LLC | 0.13% | No change | 3,313 | $2.0M |
| Fortress Financial Group, LLC | 1.46% | New | 3,311 | $2.0M |
| Nixon Peabody Trust Co. | 0.16% | Reduce -1.7% | 3,311 | $2.0M |
| 17 Capital Partners, LLC | 1.02% | Add +354.5% | 3,309 | $2.0M |
| Foster Victor Wealth Advisors, LLC | 0.11% | Reduce -76.7% | 3,097 | $2.0M |
| Byrne Asset Management LLC | 1.18% | Add +0.7% | 3,300 | $2.0M |
| Kesler, Norman & Wride, LLC | 0.34% | Add +33.4% | 3,297 | $2.0M |
| Peak Wealth Management LLC | 1.62% | Add +1.6% | 3,295 | $2.0M |
| Berkeley, Inc | 0.66% | Reduce -9.6% | 3,293 | $2.0M |
| Eaton Financial Holdings Company, LLC | 0.64% | New | 3,290 | $2.0M |
| Smart Money Group LLC | 0.57% | Add +23.6% | 3,290 | $2.0M |
| 1ST Source Bank | 0.10% | Add +22.1% | 3,287 | $2.0M |
| Markin Asset Management, LP | 2.15% | Reduce -34.9% | 3,284 | $2.0M |
| Indiana Trust & Investment Management Co | 0.61% | Reduce -0.5% | 3,281 | $2.0M |
| Jim Saulnier & Associates, LLC | 0.95% | Add +26.0% | 3,274 | $2.0M |
| Mogy Joel R Investment Counsel Inc. | 0.12% | Add +82.8% | 3,273 | $2.0M |
| Parcion Private Wealth LLC | 0.12% | Reduce -82.5% | 3,273 | $2.0M |
| Vantage Point Financial LLC | 0.69% | Add +27.6% | 3,269 | $2.0M |
| Snowwater Investment Partners, LLC | 1.84% | Reduce -10.8% | 3,267 | $2.0M |
| Obsidian Cio, LLC | 1.75% | Add +6.8% | 3,267 | $2.0M |
| Granite FO LLC | 1.15% | Reduce -1.6% | 3,263 | $1.9M |
| Morey & Quinn Wealth Partners, LLC | 1.39% | Add +15.9% | 3,263 | $1.9M |
| 4WEALTH Advisors, Inc. | 1.66% | Add +5.1% | 3,354 | $1.9M |
| Reflection Asset Management | 1.19% | Add +13961.9% | 2,953 | $1.9M |
| Flatrock Wealth Partners LLC | 0.87% | Add +5.3% | 3,254 | $1.9M |
| Kiley Juergens Wealth Management, LLC | 0.34% | New | 3,249 | $1.9M |
| Strategic Wealth Partners, Ltd. | 0.13% | Add +9.4% | 3,246 | $1.9M |
| Moneco Advisors, LLC | 0.15% | Add +15.0% | 3,243 | $1.9M |
| TFR Capital, LLC. | 0.59% | Reduce -4.3% | 3,242 | $1.9M |
| XTX Topco Ltd | 0.03% | Reduce -60.2% | 3,240 | $1.9M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.31% | Add +3.8% | 3,238 | $1.9M |
| WealthTrak Capital Management LLC | 1.38% | No change | 3,237 | $1.9M |
| CVFG LLC | 0.24% | Add +469.7% | 3,236 | $1.9M |
| Apeiron RIA LLC | 0.45% | Add +0.3% | 3,225 | $1.9M |
| Old Peak Finance LLC | 1.13% | No change | 3,225 | $1.9M |
| Meridian Investment Counsel Inc. | 0.46% | Add +1.4% | 3,225 | $1.9M |
| BFI Infinity Ltd. | 1.08% | Add +7.9% | 3,222 | $1.9M |
| Key Financial Inc | 0.34% | No change | 3,221 | $1.9M |
| Wilkerson Advisory Group LLC | 0.66% | Reduce -3.8% | 3,220 | $1.9M |
| Edgemoor Investment Advisors, Inc. | 0.15% | Reduce -0.3% | 3,219 | $1.9M |
| Paragon Private Wealth Management, LLC | 0.60% | Reduce -49.8% | 3,214 | $1.9M |
| HFG Advisors, Inc. | 1.35% | Add +2.1% | 3,212 | $1.9M |
| Grandfield & Dodd, LLC | 0.11% | Reduce -6.1% | 3,211 | $1.9M |
| Lee Financial Co | 0.27% | Add +26.8% | 3,211 | $1.9M |
| TLWM | 0.35% | Add +11.2% | 3,211 | $1.9M |
| Entrust Financial LLC | 1.34% | Add +0.3% | 3,209 | $1.9M |
| Boyce & Associates Wealth Consulting, Inc. | 1.45% | Add +29.9% | 3,203 | $1.9M |
| S&A Financial Services, Inc. | 1.31% | — | 3,203 | $1.9M |
| Retirement Financial Solutions, LLC | 0.55% | Reduce -4.3% | 3,198 | $1.9M |
| Pacific Asset Management, LLC | 1.07% | Add +3.1% | 3,196 | $1.9M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.33% | Reduce -4.0% | 3,192 | $1.9M |
| Cambient Family Office, LLC | 0.27% | Add +0.0% | 3,189 | $1.9M |
| Asset Advisors Investment Management, LLC | 0.18% | Reduce -0.3% | 3,185 | $1.9M |
| Crews Bank & Trust | 0.28% | Reduce -0.8% | 3,184 | $1.9M |
| Innovative Asset Advisors Group, LLC | 1.10% | — | 3,182 | $1.9M |
| Fiduciary Family Office, LLC | 0.54% | Reduce -18.4% | 3,179 | $1.9M |
| Cutler Capital Management, LLC | 0.64% | Add +19.7% | 3,177 | $1.9M |
| Invst, LLC | 0.21% | Add +2.3% | 3,177 | $1.9M |
| Herbst Group, LLC | 1.17% | Add +26.3% | 3,161 | $1.9M |
| Gradient Investments LLC | 0.03% | Add +9.0% | 3,151 | $1.9M |
| Lifeworks Advisors, LLC | 0.24% | Add +1.6% | 3,150 | $1.9M |
| OneAscent Family Office, LLC | 1.31% | Add +0.3% | 3,150 | $1.9M |
| Acorn Wealth Advisors, LLC | 0.55% | Add +19.3% | 3,148 | $1.9M |
| Pacific Capital Wealth Advisors, Inc. | 0.32% | Reduce -0.0% | 3,147 | $1.9M |
| Fiduciary Financial Group, LLC | 0.25% | Add +17.8% | 3,147 | $1.9M |
| Retirement Solution LLC | 0.44% | Add +27.2% | 3,145 | $1.9M |
| TFC Financial Management, Inc. | 0.23% | Add +1.7% | 3,144 | $1.9M |
| Eagle Bay Advisors LLC | 1.66% | Add +55.4% | 3,140 | $1.9M |
| Northwest Wealth Management, LLC | 0.28% | Reduce -0.8% | 3,130 | $1.9M |
| Align Financial, LLC | 1.06% | Reduce -99.8% | 3,130 | $1.9M |
| River Wealth Advisors LLC | 0.21% | Reduce -7.6% | 3,130 | $1.9M |
| Sather Financial Group Inc | 0.11% | Add +12.4% | 3,126 | $1.9M |
| Provident Investment Management, Inc. | 0.19% | Add +0.3% | 3,123 | $1.9M |
| Members Wealth LLC | 1.11% | Reduce -1.6% | 2,852 | $1.9M |
| Trustmark Bank Trust Department | 0.12% | Add +7.6% | 3,102 | $1.9M |
| Confluence Wealth Services, Inc. | 0.07% | Reduce -7.1% | 3,102 | $1.9M |
| Massar Capital Management, LP | 0.37% | New | 3,091 | $1.8M |
| Stonekeep Investments, LLC | 1.20% | Reduce -0.9% | 3,091 | $1.8M |
| Vilga Financial Planning LLC | 1.65% | Add +10.4% | 3,089 | $1.8M |
| Iams Wealth Management, LLC | 0.64% | Add +18.9% | 3,082 | $1.8M |
| Intellectus Partners, LLC | 0.37% | Add +33.2% | 3,071 | $1.8M |
| Aegis Wealth Management LLC | 1.05% | Reduce -3.2% | 3,071 | $1.8M |
| Farrow Financial, Inc. | 1.04% | Reduce -1.1% | 3,064 | $1.8M |
| Solstein Capital, LLC | 0.75% | Reduce -66.7% | 3,062 | $1.8M |
| Trellis Wealth Advisors LLC | 0.70% | Reduce -46.9% | 3,058 | $1.8M |
| Capstone Financial Advisors, Inc. | 0.10% | Reduce -21.2% | 3,057 | $1.8M |
| Equita Financial Network, Inc. | 0.57% | Reduce -61.1% | 3,052 | $1.8M |
| Oarsman Capital, Inc. | 0.23% | Add +19.8% | 3,050 | $1.8M |
| Curry Webb Wealth Management LLC | 0.86% | Reduce -5.3% | 3,049 | $1.8M |
| Washington Trust Bank | 0.13% | Reduce -6.4% | 3,043 | $1.8M |
| Citizens National Bank Trust Department | 0.30% | No change | 3,040 | $1.8M |
| Blossom Wealth Management | 2.69% | New | 3,039 | $1.8M |
| Schiavi & Co LLC | 0.54% | Add +4.3% | 3,035 | $1.8M |
| Focused Wealth Management, Inc | 0.19% | Add +87.8% | 3,030 | $1.8M |
| Martel Wealth Advisors LLC | 0.31% | Reduce -2.8% | 3,026 | $1.8M |
| Coastline Complete Wealth LLC | 1.12% | New | 3,022 | $1.8M |
| Libra Wealth LLC | 0.51% | Reduce -1.8% | 3,012 | $1.8M |
| Farmers Trust Co. | 0.28% | Add +53.6% | 3,012 | $1.8M |
| Sunesis Advisors, LLC | 0.81% | Reduce -0.5% | 3,009 | $1.8M |
| Titiun Yejiel | 1.81% | No change | 3,000 | $1.8M |
| Cottage Street Advisors LLC | 0.77% | Add +4.0% | 2,994 | $1.8M |
| Clearwave Capital, LLC | 1.22% | Reduce -0.0% | 2,995 | $1.8M |
| Bestgate Wealth Advisors, LLC | 3.22% | Add +198.2% | 2,988 | $1.8M |
| Tradewinds Capital Management, LLC | 0.35% | Add +3.1% | 2,980 | $1.8M |
| Smith & Howard Wealth Management, LLC | 0.38% | Reduce -0.5% | 2,973 | $1.8M |
| Chemistry Wealth Management LLC | 0.31% | Add +15.5% | 2,972 | $1.8M |
| LifeGoal Investments, LLC | 1.02% | Reduce -0.2% | 2,946 | $1.8M |
| BetterWealth, LLC | 0.35% | Add +7.3% | 2,969 | $1.8M |
| Old North State Wealth Management, LLC | 0.82% | Add +0.3% | 2,960 | $1.8M |
| Cornerstone Capital, Inc. | 0.18% | Add +3.2% | 2,960 | $1.8M |
| Destiny Wealth Partners, LLC | 0.19% | Reduce -5.4% | 2,960 | $1.8M |
| Bonfire Financial | 1.33% | Add +0.3% | 2,948 | $1.8M |
| Insight Inv LLC | 0.96% | Add +2.6% | 2,946 | $1.8M |
| Horizon Kinetics Asset Management LLC | 0.02% | No change | 2,944 | $1.8M |
| Ascent Wealth Partners, LLC | 0.20% | Reduce -10.8% | 2,943 | $1.8M |
| KRM Wealth Management L.L.C. | 0.91% | Add +1.2% | 2,937 | $1.8M |
| Arkfeld Wealth Strategies, L.L.C. | 0.55% | Reduce -2.3% | 2,725 | $1.8M |
| Valley Forge Investment Consultants Inc. Adv | 0.52% | Add +0.3% | 2,930 | $1.8M |
| Professional Advisory Services Inc. | 0.22% | Add +0.8% | 2,928 | $1.8M |
| Abacus Wealth Partners, LLC | 0.16% | Add +173.2% | 2,926 | $1.7M |
| Apriem Advisors | 0.17% | Reduce -2.9% | 2,920 | $1.7M |
| WESCAP Management Group, Inc. | 0.34% | Reduce -21.6% | 2,919 | $1.7M |
| Darrow Company, Inc. | 0.79% | No change | 3,003 | $1.7M |
| Horizon Family Wealth, Inc. | 0.92% | Reduce -3.6% | 2,906 | $1.7M |
| Pacific Center for Financial Services | 0.44% | Reduce -5.6% | 2,905 | $1.7M |
| Peterson Wealth Services | 0.43% | Add +17.4% | 2,903 | $1.7M |
| Wealth Dimensions Group, Ltd. | 0.34% | Add +0.3% | 2,895 | $1.7M |
| Whalen Wealth Management Inc. | 0.93% | Add +152.9% | 2,893 | $1.7M |
| Smith Salley Wealth Management | 0.09% | Reduce -9.8% | 2,888 | $1.7M |
| Willis Johnson & Associates, Inc. | 0.10% | Add +4.6% | 2,888 | $1.7M |
| Millstone Evans Group, LLC | 1.03% | Add +1.6% | 2,878 | $1.7M |
| Bearing Point Capital, LLC | 0.27% | Add +161.4% | 2,878 | $1.7M |
| Fayez Sarofim & Co | 0.00% | No change | 2,878 | $1.7M |
| Advus Financial Partners, LLC | 0.43% | Reduce -1.1% | 2,873 | $1.7M |
| Financial Symmetry Inc | 0.61% | Add +0.2% | 2,599 | $1.7M |
| New Republic Capital, LLC | 0.58% | Reduce -12.3% | 2,872 | $1.7M |
| HM Payson & Co. | 0.02% | Add +2.7% | 2,861 | $1.7M |
| Camelot Technology Advisors, Inc. | 1.25% | Add +0.3% | 2,854 | $1.7M |
| Optivise Advisory Services LLC | 1.03% | Add +2.7% | 2,839 | $1.7M |
| Foster Group, Inc. | 0.05% | Add +2.6% | 2,837 | $1.7M |
| LFG Wealth Partners, LLC | 1.02% | Add +14.1% | 2,833 | $1.7M |
| F/m Investments LLC | 0.11% | Reduce -15.5% | 2,833 | $1.7M |
| Kelman-Lazarov, Inc. | 0.24% | Reduce -1.3% | 2,832 | $1.7M |
| Sandro Wealth Management LLC | 1.35% | Add +23.6% | 2,827 | $1.7M |
| Bourgeon Capital Management LLC | 0.30% | Add +0.1% | 2,820 | $1.7M |
| Argonautica Private Wealth Management, Inc. | 0.51% | Add +38.2% | 2,813 | $1.7M |
| MOKAN Wealth Management Inc. | 0.74% | Add +1.0% | 2,818 | $1.7M |
| Paladin Advisory Group, LLC | 1.28% | Add +0.4% | 2,809 | $1.7M |
| Hassell Wealth Management, LLC | 0.56% | Add +0.0% | 2,804 | $1.7M |
| Fortitude Advisory Group L.L.C. | 0.75% | Add +22.1% | 2,795 | $1.7M |
| HMS Capital Management, LLC | 0.64% | Reduce -1.2% | 2,785 | $1.7M |
| Concord Wealth Partners | 0.22% | Add +0.4% | 2,784 | $1.7M |
| Levin Capital Strategies, L.P. | 0.13% | No change | 2,781 | $1.7M |
| Forefront Wealth Partners, LLC | 0.69% | Add +7.0% | 2,771 | $1.7M |
| Aurora Private Wealth, Inc. | 1.17% | No change | 2,632 | $1.6M |
| Awm Capital, LLC | 0.15% | Reduce -0.4% | 2,755 | $1.6M |
| Hamilton Point Investment Advisors, LLC | 0.25% | Reduce -1.4% | 2,755 | $1.6M |
| DV Trading LLC | 0.15% | Add +2.1% | 2,750 | $1.6M |
| Riverview Trust Co | 2.02% | No change | 2,740 | $1.6M |
| RVW Wealth, LLC | 0.13% | Add +58.3% | 2,738 | $1.6M |
| Cascade Financial Partners, LLC | 0.17% | Reduce -4.0% | 2,734 | $1.6M |
| Morton Capital Management LLC | 0.24% | Reduce -0.3% | 2,721 | $1.6M |
| HHM Wealth Advisors, LLC | 0.19% | Add +1.2% | 2,718 | $1.6M |
| Sittner & Nelson, LLC | 0.59% | No change | 2,716 | $1.6M |
| Rezny Wealth Management, Inc. | 0.37% | Add +22.7% | 2,704 | $1.6M |
| RPg Family Wealth Advisory, LLC | 0.34% | Add +141.3% | 2,703 | $1.6M |
| Brand Asset Management Group, Inc. | 0.42% | Add +65.6% | 2,696 | $1.6M |
| Norris Perne & French LLP | 0.08% | Add +32.1% | 2,692 | $1.6M |
| Teamwork Financial Advisors, LLC | 0.18% | Reduce -2.0% | 2,690 | $1.6M |
| Strategic Financial Partners, Ltd. | 0.69% | No change | 2,689 | $1.6M |
| Northstar Advisory Group, LLC | 0.61% | Reduce -17.9% | 2,682 | $1.6M |
| Cyndeo Wealth Partners, LLC | 0.08% | Reduce -46.9% | 2,682 | $1.6M |
| BG Investment Services, LLC | 1.32% | Add +0.3% | 2,667 | $1.6M |
| Level Wealth Management LLC | 0.75% | Add +0.1% | 2,666 | $1.6M |
| Independence Financial Advisors, LLC | 0.48% | Add +0.3% | 2,655 | $1.6M |
| City State Bank | 0.41% | Reduce -0.1% | 2,655 | $1.6M |
| BlackDiamond Wealth Management, LLC | 0.77% | Add +1.3% | 2,655 | $1.6M |
| Birch Hill Investment Advisors LLC | 0.07% | Reduce -1.5% | 2,651 | $1.6M |
| Blue Zone Wealth Advisors, LLC | 0.32% | Add +4.6% | 2,646 | $1.6M |
| Wealth Alliance, LLC | 0.16% | Reduce -38.5% | 2,635 | $1.6M |
| Klingenstein Fields & Co. LP | 0.06% | Add +1.3% | 2,632 | $1.6M |
| Gallagher Fiduciary Advisors, LLC | 0.06% | Reduce -0.1% | 2,620 | $1.6M |
| BHK Investment Advisors, LLC | 0.52% | No change | 2,617 | $1.6M |
| King Wealth Management Group | 0.20% | Add +0.7% | 2,615 | $1.6M |
| Midwest Heritage Bank, FSB | 0.50% | Add +2.4% | 2,614 | $1.6M |
| Impact Capital Partners LLC | 0.47% | Add +117.3% | 2,612 | $1.6M |
| Greenwood Capital Associates LLC | 0.17% | New | 2,611 | $1.6M |
| Zevin Asset Management LLC | 0.21% | No change | 2,601 | $1.6M |
| Van Cleef Asset Management,Inc | 0.17% | Reduce -0.6% | 2,598 | $1.6M |
| Inspirion Wealth Advisors, LLC | 0.19% | Reduce -10.3% | 2,593 | $1.5M |
| Vigilare Wealth Management | 0.52% | Reduce -60.2% | 2,591 | $1.5M |
| Madrona Financial Services, LLC | 0.34% | Reduce -1.0% | 2,588 | $1.5M |
| Capital Square, LLC | 0.71% | Reduce -4.0% | 2,353 | $1.5M |
| Krilogy Financial LLC | 0.05% | Add +15.1% | 2,395 | $1.5M |
| M.E. Allison & Co., Inc. | 1.02% | No change | 2,580 | $1.5M |
| EagleClaw Capital Managment, LLC | 0.22% | No change | 2,579 | $1.5M |
| Orcam Financial Group | 1.09% | Add +14.6% | 2,574 | $1.5M |
| Johnson Financial Group, LLC | 0.10% | Reduce -0.4% | 2,560 | $1.5M |
| Jupiter Wealth Management LLC | 0.60% | Reduce -35.8% | 2,241 | $1.5M |
| Fullerton Fund Management Co Ltd. | 0.12% | Reduce -71.8% | 2,553 | $1.5M |
| MADDEN SECURITIES Corp | 0.46% | Add +1.9% | 2,550 | $1.5M |
| Private Wealth Partners, LLC | 0.12% | Reduce -0.6% | 2,547 | $1.5M |
| LPWM LLC | 0.38% | Reduce -1.8% | 2,542 | $1.5M |
| Walker Asset Management, LLC | 0.82% | Add +5.3% | 2,539 | $1.5M |
| Inman Jager Wealth Management, LLC | 0.89% | Add +4.4% | 2,536 | $1.5M |
| Catalyst Private Wealth, LLC | 0.82% | Add +2.6% | 2,533 | $1.5M |
| Smith Thornton Advisors LLC | 0.76% | Add +0.6% | 2,532 | $1.5M |
| DecisionPoint Financial, LLC | 0.33% | Add +13.7% | 2,531 | $1.5M |
| Clarity Retirement & Wealth, LLC | 1.22% | Add +492.5% | 2,524 | $1.5M |
| Ellevest, Inc. | 0.21% | Add +0.6% | 2,523 | $1.5M |
| Alteri Wealth LLC | 0.49% | Add +0.7% | 2,516 | $1.5M |
| Wimmer Associates 1, LLC | 0.73% | Add +4.3% | 2,515 | $1.5M |
| Hershey Financial Advisers, LLC | 1.30% | Add +3.2% | 2,513 | $1.5M |
| Cresta Advisors, Ltd. | 0.61% | Reduce -13.2% | 2,509 | $1.5M |
| OLIO Financial Planning | 0.41% | Add +83.4% | 2,505 | $1.5M |
| Trifecta Capital Advisors, LLC | 0.23% | Add +17.1% | 2,496 | $1.5M |
| Evolution Advisers, Inc. | 0.63% | Reduce -0.1% | 2,495 | $1.5M |
| RiverFront Investment Group, LLC | 0.02% | Reduce -1.3% | 2,492 | $1.5M |
| William Mack & Associates, Inc. | 0.85% | Reduce -18.4% | 2,492 | $1.5M |
| Up Strategic Wealth Investment Advisors LLC | 0.94% | No change | 2,212 | $1.5M |
| Carter Financial, LLC | 1.29% | Add +99.8% | 2,478 | $1.5M |
| Capstone Wealth Management Group LLC | 0.91% | Reduce -0.1% | 2,472 | $1.5M |
| FRG Family Wealth Advisors LLC | 0.24% | Add +5.2% | 2,468 | $1.5M |
| Benchmark Investment Advisors LLC | 0.86% | — | 2,468 | $1.5M |
| Princeton Capital Management LLC | 0.40% | Add +5.3% | 2,467 | $1.5M |
| Vista Investment Partners LLC | 0.39% | Add +2.5% | 2,457 | $1.5M |
| OneAscent Wealth Management LLC | 0.48% | Reduce -9.4% | 2,453 | $1.5M |
| Summit Place Financial Advisors, LLC | 0.70% | Reduce -0.2% | 2,452 | $1.5M |
| V2 Financial group LLC | 0.68% | Reduce -31.6% | 2,443 | $1.5M |
| MV Capital Management, Inc. | 0.14% | Reduce -15.1% | 2,443 | $1.5M |
| Cahill Financial Advisors Inc. | 0.16% | Reduce -0.1% | 2,441 | $1.5M |
| Financial Security Advisor, Inc. | 0.27% | Add +3.1% | 2,441 | $1.5M |
| Round Rock Advisors LLC | 0.22% | Reduce -3.1% | 2,439 | $1.5M |
| Garden State Investment Advisory Services LLC | 0.35% | Reduce -1.6% | 2,428 | $1.5M |
| Triumph Capital Management | 0.30% | Add +23.2% | 2,433 | $1.5M |
| Daviman Financial, LLC | 0.86% | Reduce -0.2% | 2,430 | $1.5M |
| Sightline Wealth Advisors, LLC | 0.61% | Add +0.1% | 2,429 | $1.5M |
| Archer Investment Corp | 0.31% | Reduce -23.3% | 2,428 | $1.5M |
| Manuka Financial, LLC | 0.90% | Reduce -19.9% | 2,427 | $1.4M |
| First Foundation Advisors | 0.06% | Reduce -10.5% | 2,425 | $1.4M |
| Keystone Financial Services, LLC | 0.97% | Reduce -0.6% | 2,425 | $1.4M |
| Global Wealth Management Investment Advisory, Inc. | 0.23% | Reduce -8.8% | 2,423 | $1.4M |
| Stockman Wealth Management, Inc. | 0.16% | Reduce -27.4% | 2,414 | $1.4M |
| Brindle & Bay Financial Advisors, LLC | 0.88% | Reduce -70.9% | 2,411 | $1.4M |
| Sterling Investment Counsel, LLC | 0.40% | Add +119.0% | 2,405 | $1.4M |
| Sargent Investment Group, LLC | 0.19% | No change | 2,402 | $1.4M |
| Asset Allocation Strategies LLC | 0.25% | Reduce -7.3% | 2,394 | $1.4M |
| Kooman & Associates | 0.43% | Add +0.3% | 2,392 | $1.4M |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.58% | Reduce -3.0% | 2,390 | $1.4M |
| Marshall Investment Management, LLC | 0.68% | Add +4.3% | 2,388 | $1.4M |
| Kaizen Financial Strategies | 0.60% | Reduce -0.4% | 2,210 | $1.4M |
| Great Diamond Partners, LLC | 0.27% | Reduce -61.2% | 2,383 | $1.4M |
| Wealthquest Corp | 0.10% | Reduce -4.8% | 2,373 | $1.4M |
| WealthBridge Capital Management, LLC | 0.33% | Add +15.7% | 2,373 | $1.4M |
| Gill Capital Partners, LLC | 0.41% | Add +6.8% | 2,372 | $1.4M |
| Third View Private Wealth, LLC | 0.19% | Add +30.0% | 2,356 | $1.4M |
| Talon Private Wealth, LLC | 0.19% | — | 2,355 | $1.4M |
| Compass Planning Associates Inc | 0.89% | Add +37.8% | 2,342 | $1.4M |
| Professional Financial Advisors, LLC | 0.28% | Reduce -88.9% | 2,334 | $1.4M |
| Synergy Asset Management, LLC | 0.15% | Reduce -22.8% | 2,333 | $1.4M |
| Planning Directions Inc. | 0.71% | Reduce -1.3% | 2,332 | $1.4M |
| Cullen Investment Group, LTD. | 0.18% | Add +8.3% | 2,330 | $1.4M |
| Grange Capital, LLC | 1.39% | Reduce -3.7% | 2,328 | $1.4M |
| Broadleaf Partners, LLC | 0.32% | Add +2.6% | 2,325 | $1.4M |
| Cross Staff Investments Inc | 0.70% | No change | 2,320 | $1.4M |
| Beck Mack & Oliver LLC | 0.03% | Reduce -7.9% | 2,319 | $1.4M |
| Resources Management Corp. /CT/ | 0.18% | Add +1.4% | 2,314 | $1.4M |
| Bradley & Co. Private Wealth Management, LLC | 0.73% | Add +25600.0% | 2,313 | $1.4M |
| Anfield Capital Management, LLC | 0.38% | Add +0.4% | 2,307 | $1.4M |
| Heritage Wealth Management, Inc. | 0.77% | Add +0.1% | 2,299 | $1.4M |
| Brookwood Investment Group LLC | 0.18% | Add +61.7% | 2,299 | $1.4M |
| Fairman Group, LLC | 1.17% | Add +2.5% | 2,288 | $1.4M |
| Vestor Capital, LLC | 0.10% | Add +1772.1% | 2,284 | $1.4M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -55.8% | 2,282 | $1.4M |
| KCM Investment Advisors LLC | 0.05% | Reduce -10.5% | 2,281 | $1.4M |
| Continuum Wealth Advisors, LLC | 0.57% | Reduce -87.4% | 2,280 | $1.4M |
| Eddie Patel Inc | 1.05% | New | 2,279 | $1.4M |
| Cura Wealth Advisors, LLC | 0.61% | Add +1.6% | 2,274 | $1.4M |
| Bernardo Wealth Planning LLC | 0.27% | Add +3.4% | 2,267 | $1.4M |
| Mainstay Capital Management LLC | 0.10% | New | 2,264 | $1.4M |
| Main Street Group, LTD | 0.43% | Reduce -5.6% | 2,263 | $1.4M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.32% | Reduce -0.3% | 2,261 | $1.4M |
| GatePass Capital, LLC | 0.67% | Reduce -6.7% | 2,260 | $1.4M |
| Bedell Frazier Investment Counselling, LLC | 0.27% | Add +8.1% | 2,251 | $1.3M |
| Magnolia Private Wealth, LLC | 0.90% | No change | 2,251 | $1.3M |
| Coston, McIsaac & Partners | 0.30% | Add +8.5% | 2,245 | $1.3M |
| Rockingstone Advisors LLC | 0.62% | Add +9.8% | 2,244 | $1.3M |
| McGuire Investment Group, LLC | 0.15% | No change | 2,243 | $1.3M |
| Maple Capital Management, Inc. | 0.09% | Reduce -0.5% | 2,224 | $1.3M |
| Integrity Advisory Solutions, LLC | 0.18% | Add +40.5% | 2,221 | $1.3M |
| Versant Capital Management, Inc | 0.13% | Reduce -27.3% | 2,220 | $1.3M |
| Chapman Financial Group, LLC | 0.95% | Reduce -1.9% | 2,217 | $1.3M |
| Cranbrook Wealth Management, LLC | 0.27% | Add +72.4% | 2,215 | $1.3M |
| Berkshire Asset Management LLC | 0.06% | Add +76.5% | 2,215 | $1.3M |
| SmartHarvest Portfolios, LLC | 0.55% | Add +96.3% | 2,214 | $1.3M |
| Chapin Davis, Inc. | 0.29% | Reduce -6.5% | 2,211 | $1.3M |
| Petredis Investment Advisors LLC | 0.11% | Add +1.4% | 2,208 | $1.3M |
| Meridian Management Co. | 0.33% | No change | 2,207 | $1.3M |
| Mystic Asset Management, Inc. | 0.31% | Reduce -1.1% | 2,207 | $1.3M |
| Smithbridge Asset Management Inc. | 0.20% | New | 2,207 | $1.3M |
| Peterson Wealth Advisors, LLC | 0.18% | Add +1.6% | 2,205 | $1.3M |
| Accelerate Investment Advisors LLC | 0.88% | Reduce -1.3% | 2,195 | $1.3M |
| Macco Financial Group, Inc. | 0.99% | Add +39.0% | 2,193 | $1.3M |
| Partners Wealth Management, LLC | 1.35% | Reduce -0.1% | 2,189 | $1.3M |
| Breachway Investments LLC | 1.26% | No change | 2,171 | $1.3M |
| Hopwood Nicholas Hunter | 0.42% | Add +11.1% | 2,188 | $1.3M |
| Integrated Capital Management, LLC | 0.55% | Reduce -16.5% | 2,186 | $1.3M |
| Voya Investment Management LLC | 0.00% | Reduce -15.3% | 2,184 | $1.3M |
| Creekside Partners | 0.54% | Reduce -1.7% | 2,184 | $1.3M |
| Stage Harbor Financial, LLC | 0.86% | Add +184.5% | 2,179 | $1.3M |
| Sharp Wealth Advisory, LLC | 0.64% | Reduce -84.3% | 2,170 | $1.3M |
| Alkeme Wealth, LLC | 0.53% | No change | 2,168 | $1.3M |
| Stenger Family Office, LLC | 0.23% | Add +0.3% | 2,163 | $1.3M |
| Penney Financial, LLC | 0.50% | Add +4.4% | 2,162 | $1.3M |
| Valley Wealth Managers, Inc. | 0.08% | Add +3.1% | 2,147 | $1.3M |
| Farmers National Bank | 0.28% | Add +0.4% | 2,141 | $1.3M |
| Bay Rivers Group | 0.53% | Add +8.3% | 2,141 | $1.3M |
| Fjell Capital, LLC | 0.98% | Add +23.1% | 2,137 | $1.3M |
| Goelzer Investment Management, Inc. | 0.06% | Add +17.0% | 2,137 | $1.3M |
| Accretive Wealth Partners, LLC | 0.36% | Add +9.9% | 2,134 | $1.3M |
| Spectrum Wealth Advisory Group, LLC | 0.47% | Reduce -20.0% | 2,133 | $1.3M |
| Aspen Investment Management Inc | 0.39% | Add +8.6% | 2,132 | $1.3M |
| NTV Asset Management LLC | 0.14% | Reduce -14.2% | 2,128 | $1.3M |
| Melone Private Wealth, LLC | 0.52% | Reduce -0.5% | 2,123 | $1.3M |
| Fingerlakes Wealth Management, Inc. | 0.84% | Add +5.6% | 2,113 | $1.3M |
| Colonial Trust Advisors | 0.10% | No change | 2,110 | $1.3M |
| Tableaux LLC | 0.61% | Add +34.4% | 2,103 | $1.3M |
| TKG Advisors, LLC | 0.52% | Add +1.4% | 2,099 | $1.3M |
| Jessup Wealth Management, Inc | 0.46% | Reduce -0.1% | 2,099 | $1.3M |
| IAG Wealth Partners, LLC | 0.14% | Add +0.1% | 2,095 | $1.3M |
| MSA Advisors, LLC | 0.38% | No change | 2,093 | $1.3M |
| Warther Private Wealth, LLC | 0.29% | Reduce -5.4% | 2,085 | $1.2M |
| GAMCO Investors | 0.01% | No change | 2,085 | $1.2M |
| Citrine Capital LLC | 0.54% | Add +81.3% | 2,078 | $1.2M |
| Dearborn Partners LLC | 0.07% | Add +76.9% | 2,075 | $1.2M |
| New Age Alpha Advisors, LLC | 0.06% | Add +11.7% | 2,072 | $1.2M |
| Revisor Wealth Management LLC | 0.34% | Reduce -4.2% | 2,071 | $1.2M |
| Beese Fulmer Investment Management, Inc. | 0.08% | Add +30.4% | 2,070 | $1.2M |
| Doliver Advisors, LP | 0.28% | Add +0.5% | 2,069 | $1.2M |
| Osprey Private Wealth LLC | 0.36% | No change | 2,066 | $1.2M |
| Holos Integrated Wealth LLC | 0.62% | Add +43.5% | 2,032 | $1.2M |
| Olistico Wealth, LLC | 0.61% | Add +1.6% | 2,057 | $1.2M |
| Hill Investment Group Partners, LLC | 0.14% | Add +1.6% | 2,053 | $1.2M |
| Oakwell Private Wealth Management, LLC | 0.22% | Reduce -0.8% | 2,044 | $1.2M |
| PW Nova Financial Services LLC | 0.33% | Add +276.3% | 2,036 | $1.2M |
| First Financial Bank - Trust Division | 0.10% | Add +0.7% | 2,034 | $1.2M |
| Mustard Seed Financial, LLC | 0.73% | Add +1.3% | 2,033 | $1.2M |
| Shaker Financial Services, LLC | 0.42% | New | 2,027 | $1.2M |
| Blue Chip Partners, LLC | 0.09% | Add +20.6% | 2,027 | $1.2M |
| Concord Asset Management, LLC | 0.20% | No change | 2,020 | $1.2M |
| Dakota Community Bank & Trust NA | 4.08% | Add +700.4% | 2,017 | $1.2M |
| Summit Wealth Group LLC / Co. | 0.13% | Add +4.8% | 2,014 | $1.2M |
| Great Lakes Retirement, Inc. | 0.12% | Reduce -12.4% | 2,013 | $1.2M |
| B&D White Capital Company, LLC | 0.15% | Add +17.9% | 2,013 | $1.2M |
| Dagco, Inc. | 0.26% | Add +116.4% | 2,008 | $1.2M |
| Juncture Wealth Strategies, LLC | 0.40% | Reduce -6.5% | 2,008 | $1.2M |
| LMG Wealth Partners, LLC | 0.22% | Add +18.8% | 2,007 | $1.2M |
| Virtue Asset Management LLC | 0.98% | Add +9.0% | 2,006 | $1.2M |
| FFG Partners, LLC | 0.47% | New | 1,995 | $1.2M |
| Park Place Capital Corp | 0.24% | Add +0.1% | 1,987 | $1.2M |
| VERITY Wealth Advisors | 0.79% | No change | 1,985 | $1.2M |
| CapWealth Advisors, LLC | 0.11% | Reduce -6.8% | 1,984 | $1.2M |
| Walleye Trading LLC | 0.02% | New | 1,978 | $1.2M |
| Beacon Financial Planning, Inc. | 0.46% | Add +92.6% | 1,978 | $1.2M |
| 3 Factor Indexing, LLC | 1.11% | — | 1,973 | $1.2M |
| Wulff, Hansen & Co. | 1.20% | Add +2.1% | 1,971 | $1.2M |
| Cacti Asset Management LLC | 0.07% | Add +14.5% | 1,970 | $1.2M |
| GW&K Investment Management, LLC | 0.01% | Add +52.2% | 1,970 | $1.2M |
| City National Bank of Florida | 0.70% | Add +20.6% | 1,966 | $1.2M |
| Westwood Holdings Group Inc. | 0.01% | Reduce -3.7% | 1,964 | $1.2M |
| Van Diest Capital, LLC | 0.92% | Add +139.7% | 1,963 | $1.2M |
| Fortune Financial Advisors, LLC | 0.60% | Reduce -11.4% | 1,962 | $1.2M |
| Meridian Financial Advisors, LLC | 0.64% | Reduce -0.1% | 1,961 | $1.2M |
| Allred Capital Management, LLC | 0.43% | Add +1.4% | 1,958 | $1.2M |
| Dimension Capital Management LLC | 0.16% | Reduce -3.9% | 1,955 | $1.2M |
| Platt Wealth Management LLC | 1.14% | Add +55.0% | 1,956 | $1.2M |
| Matters Capital LLC | 1.03% | New | 1,953 | $1.2M |
| Sensible Money, LLC | 0.35% | Add +0.1% | 1,953 | $1.2M |
| Symphony Financial, Ltd. Co. | 0.15% | Add +64.5% | 1,961 | $1.2M |
| Goepper Burkhardt LLC | 0.39% | Add +63.2% | 1,950 | $1.2M |
| Burns J W & Co. Inc. | 0.13% | Reduce -0.7% | 1,948 | $1.2M |
| First Growth Capital LLC | 1.05% | No change | 1,929 | $1.2M |
| SFG Wealth Management, LLC. | 0.48% | Reduce -1.1% | 1,944 | $1.2M |
| Motive Wealth Advisors | 0.55% | No change | 1,944 | $1.2M |
| Beacon Financial Advisory LLC | 0.26% | Add +4.1% | 1,940 | $1.2M |
| Austin Wealth Management, LLC | 0.26% | Reduce -30.3% | 1,909 | $1.2M |
| Winning Points Advisors, LLC | 1.16% | No change | 1,933 | $1.2M |
| Avenir Corp. | 0.14% | No change | 1,930 | $1.2M |
| Duncker Streett & Co. Inc. | 0.22% | Reduce -4.5% | 1,928 | $1.2M |
| Carter Financial Group, INC. | 0.71% | Reduce -2.4% | 1,928 | $1.2M |
| Osbon Capital Management LLC | 0.94% | Add +0.5% | 1,928 | $1.2M |
| Hardworking Capital Advisors, LLC | 1.07% | Add +0.5% | 1,922 | $1.1M |
| Ameliora Wealth Management Ltd. | 0.37% | Reduce -16.9% | 1,920 | $1.1M |
| Kanawha Capital Management LLC | 0.08% | Reduce -7.5% | 1,914 | $1.1M |
| Wealth Management Associates, Inc. | 0.39% | Add +2.8% | 1,912 | $1.1M |
| PKS Advisory Services, LLC | 0.27% | Add +125.1% | 3,856 | $1.1M |
| Benchmark Financial, LLC | 1.02% | Add +2.7% | 1,908 | $1.1M |
| Sjbenen Advisory, LLC | 0.95% | New | 1,900 | $1.1M |
| Wealth Management Nebraska | 0.11% | Reduce -5.0% | 1,898 | $1.1M |
| Burk Holdings LLC | 0.49% | Add +2.3% | 1,896 | $1.1M |
| Congress Asset Management Co. | 0.01% | No change | 1,893 | $1.1M |
| Tandem Investment Partners LLC | 0.96% | Reduce -1.8% | 1,892 | $1.1M |
| CGN Advisors LLC | 0.09% | Add +0.4% | 1,887 | $1.1M |
| Allium Financial Advisors, LLC | 0.90% | Add +1.4% | 1,887 | $1.1M |
| Willow Financial LLC | 1.14% | Add +1.1% | 1,877 | $1.1M |
| Howe & Rusling Inc. | 0.07% | Add +4.7% | 1,876 | $1.1M |
| Icon Wealth Advisors, LLC | 0.07% | Reduce -6.1% | 1,707 | $1.1M |
| RAM Investment Partners, LLC | 0.20% | Reduce -0.7% | 1,866 | $1.1M |
| Crown Wealth Group, LLC | 0.33% | Reduce -15.0% | 1,865 | $1.1M |
| Bluebird Wealth Management LLC | 1.14% | Reduce -3.6% | 1,862 | $1.1M |
| Dudley Capital Management, LLC | 0.49% | No change | 1,861 | $1.1M |
| Keeler & Nadler Financial Planning & Wealth Management | 0.38% | New | 1,856 | $1.1M |
| Financial Counselors Inc. | 1.56% | Reduce -0.4% | 1,855 | $1.1M |
| Grey Ledge Advisors, LLC | 0.25% | Reduce -1.6% | 1,848 | $1.1M |
| Retirement Planning Co of New England, Inc. | 0.45% | Add +0.3% | 1,847 | $1.1M |
| New Hampshire Trust | 0.22% | Reduce -57.9% | 1,846 | $1.1M |
| Towercrest Capital Management | 0.17% | Add +9.5% | 1,845 | $1.1M |
| Grey Fox Wealth Advisors, LLC | 0.21% | Add +0.2% | 1,842 | $1.1M |
| Impact Partnership Wealth, LLC | 0.14% | Add +10.3% | 1,841 | $1.1M |
| Bank of Hawaii | 0.06% | No change | 1,836 | $1.1M |
| Knightsbridge Asset Management, LLC | 0.15% | Reduce -0.1% | 1,831 | $1.1M |
| TruNorth Capital Management, LLC | 0.21% | Reduce -61.4% | 1,831 | $1.1M |
| Atticus Wealth Management, LLC | 0.30% | Add +1.3% | 1,829 | $1.1M |
| Family Manage LLC | 0.13% | Add +4.0% | 1,827 | $1.1M |
| Telos Capital Management, Inc. | 0.10% | Add +69.2% | 1,827 | $1.1M |
| Regatta Capital Group, LLC | 0.17% | Add +0.3% | 1,824 | $1.1M |
| Financial Partners Group, Inc | 0.13% | Reduce -4.2% | 1,824 | $1.1M |
| Eagle Wealth Advisors LLC | 1.01% | Add +0.3% | 1,823 | $1.1M |
| CPC Advisors, LLC | 0.18% | Add +1.7% | 1,823 | $1.1M |
| Coquina Private Wealth LLC | 0.88% | Add +3.7% | 1,822 | $1.1M |
| Financial Futures Ltd Liability Co. | 0.48% | Reduce -3.5% | 1,819 | $1.1M |
| Convergence Financial, LLC | 0.12% | Add +115.8% | 1,804 | $1.1M |
| Capstone Wealth Management Group, LLC | 0.45% | Add +0.1% | 1,816 | $1.1M |
| Fielder Capital Group LLC | 0.24% | Reduce -40.8% | 1,814 | $1.1M |
| Cornerstone Planning, LLC | 0.24% | Add +0.2% | 1,803 | $1.1M |
| Plotkin Financial Advisors, LLC | 0.54% | Reduce -0.3% | 1,802 | $1.1M |
| IMPACTfolio, LLC | 0.46% | Add +1.4% | 1,801 | $1.1M |
| Beacon Wealthcare LLC | 0.38% | No change | 1,799 | $1.1M |
| Checchi Capital Advisers, LLC | 0.07% | Add +27.2% | 1,799 | $1.1M |
| Fund Advisors of America Inc | 1.09% | Reduce -1.1% | 1,798 | $1.1M |
| Rinkey Investments | 0.27% | Reduce -2.4% | 1,793 | $1.1M |
| Matauro, LLC | 0.15% | Add +13.6% | 1,787 | $1.1M |
| Parkway Wealth Management Group, LLC | 0.13% | Add +6.7% | 1,703 | $1.1M |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.10% | Add +1.3% | 1,780 | $1.1M |
| Kennedy Investment Group, Inc. | 0.42% | Reduce -23.4% | 1,779 | $1.1M |
| Peoples Financial Services Corp. | 0.50% | Reduce -0.8% | 1,778 | $1.1M |
| Significant Wealth Partners LLC | 1.31% | Reduce -7.7% | 1,776 | $1.1M |
| Jamison Private Wealth Management, Inc. | 0.13% | Add +123.3% | 1,771 | $1.1M |
| Pavion Blue Capital, LLC | 0.46% | Add +22.9% | 1,771 | $1.1M |
| Woodley Farra Manion Portfolio Management Inc. | 0.05% | Add +6.7% | 1,770 | $1.1M |
| Jackson Square Capital, LLC | 0.22% | Add +17.6% | 1,769 | $1.1M |
| Compass Financial Services Inc | 0.46% | Reduce -18.9% | 1,767 | $1.1M |
| Williams & Novak, LLC | 0.79% | Add +4.2% | 1,752 | $1.1M |
| Gryphon Financial Partners LLC | 0.11% | Reduce -0.3% | 1,765 | $1.1M |
| Power Wealth Management LLC | 0.39% | Reduce -5.4% | 1,763 | $1.1M |
| Berkeley Capital Partners, LLC | 0.24% | Add +12.2% | 1,763 | $1.1M |
| Financial Management Network Inc. | 0.16% | Add +7.1% | 1,681 | $1.1M |
| Paragon Financial Partners, Inc. | 0.60% | Add +30.5% | 1,632 | $1.1M |
| Accredited Investor Services, LLC | 0.67% | No change | 1,751 | $1.0M |
| Lynch Investment Planning, LLC | 0.94% | Add +1.6% | 1,750 | $1.0M |
| Palumbo Wealth Management LLC | 0.25% | Reduce -2.9% | 1,748 | $1.0M |
| Total Clarity Wealth Management, Inc. | 0.25% | Add +4.1% | 1,746 | $1.0M |
| Costello Asset Management, INC | 0.36% | Add +8.0% | 1,746 | $1.0M |
| Sage Investment Counsel LLC | 1.16% | Add +0.3% | 1,746 | $1.0M |
| Barrett & Company, Inc. | 0.36% | Reduce -0.6% | 1,738 | $1.0M |
| One Wealth Advisors, LLC | 0.13% | No change | 1,736 | $1.0M |
| Guardsman Private Capital Management, Inc. | 0.81% | New | 1,728 | $1.0M |
| DHJJ Financial Advisors, Ltd. | 0.34% | Add +1.2% | 1,727 | $1.0M |
| Summit Asset Management, LLC | 0.14% | No change | 1,722 | $1.0M |
| Opes Wealth Management LLC | 0.18% | Reduce -1.8% | 1,716 | $1.0M |
| Manske Wealth Management | 0.29% | Add +31.0% | 1,704 | $1.0M |
| Perryman Financial Advisory Inc. | 0.15% | Add +17.7% | 1,700 | $1.0M |
| Caitlin John, LLC | 0.61% | Add +15.6% | 1,698 | $1.0M |
| Hall Capital Management Co. Inc. | 0.36% | No change | 1,536 | $1.0M |
| Midwest Capital Advisors, LLC | 0.47% | No change | 1,697 | $1.0M |
| Graves Light Lenhart Wealth, Inc. | 0.11% | Reduce -2.8% | 1,696 | $1.0M |
| Empirical Finance, LLC | 0.05% | Reduce -97.6% | 1,693 | $1.0M |
| Vestment Financial LLC | 0.48% | No change | 1,551 | $1.0M |
| Shaker Investments LLC | 0.46% | Add +1.1% | 1,690 | $1.0M |
| CLG LLC | 0.25% | Reduce -1.3% | 1,689 | $1.0M |
| SageOak Financial, LLC | 0.71% | Add +6.8% | 1,684 | $1.0M |
| DSG Capital Advisors, LLC | 0.16% | Reduce -3.0% | 1,675 | $1.0M |
| Coastwise Capital Group, LLC | 0.55% | Add +5.2% | 1,671 | $999K |
| FreeGulliver LLC | 0.42% | Add +4.9% | 1,670 | $998K |
| Van Hulzen Asset Management, LLC | 0.07% | Reduce -12.1% | 1,668 | $997K |
| Smallwood Wealth Investment Management, LLC | 0.53% | Add +1.1% | 1,667 | $996K |
| Vertrix Wealth Management, LLC | 0.37% | — | 1,666 | $995K |
| Pathway Financial Advisors LLC | 0.12% | Add +2.1% | 1,650 | $995K |
| marrick wealth, LLC | 0.84% | Reduce -12.1% | 1,664 | $994K |
| FC Advisory LLC | 0.29% | Add +0.2% | 1,663 | $994K |
| BWM Planning, LLC | 0.26% | Add +2.6% | 1,660 | $992K |
| Unique Wealth Strategies, LLC | 0.41% | Reduce -2.1% | 1,659 | $991K |
| Sherwood Financial Partners, LLC | 0.88% | Reduce -4.5% | 1,658 | $991K |
| Gaddis Premier Wealth Advisors LLC | 0.73% | Reduce -15.2% | 1,656 | $990K |
| TCFG Wealth Management, LLC | 0.37% | Add +42.1% | 1,655 | $989K |
| TCFG Investment Advisors, LLC | 0.37% | — | 1,655 | $989K |
| Financial Freedom, LLC | 0.49% | Add +0.1% | 1,653 | $987K |
| Wealth Management Strategies, Inc. | 0.45% | Add +0.3% | 1,652 | $987K |
| Alliance Wealth Management Group | 0.22% | Add +10.8% | 1,645 | $983K |
| Legacy Wealth Management, LLC / MS | 0.28% | No change | 1,641 | $981K |
| SwitchPoint Financial Planning, LLC | 0.66% | Add +3.5% | 1,640 | $980K |
| Churchill Financial Advisors, LLC | 0.21% | Add +10.1% | 1,639 | $979K |
| Brogan Financial, Inc. | 0.43% | Add +0.5% | 1,639 | $979K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.20% | Reduce -0.6% | 1,631 | $975K |
| Northern Capital Management, Inc. | 0.49% | Reduce -4.5% | 1,627 | $972K |
| Lynx Investment Advisory | 0.46% | Reduce -12.2% | 1,626 | $972K |
| ATLas Financial Planning LLC | 0.87% | Add +1.3% | 1,625 | $971K |
| Manhattan West Asset Management, LLC | 0.19% | Add +89.9% | 1,624 | $971K |
| First Nebraska Trust Co | 0.09% | No change | 1,624 | $970K |
| Naviter Wealth, LLC | 0.12% | Add +19.1% | 1,624 | $970K |
| ORBA Wealth Advisors, L.L.C. | 1.16% | Add +0.1% | 1,622 | $969K |
| Stanich Group LLC | 0.74% | Reduce -0.9% | 1,620 | $968K |
| Nemes Rush Group LLC | 0.09% | Reduce -8.0% | 1,618 | $967K |
| Larch Capital Partners LLC | 0.14% | New | 1,614 | $965K |
| Carrera Capital Advisors | 0.15% | Reduce -8.2% | 1,614 | $964K |
| Silicon Valley Capital Partners | 0.09% | Add +5.3% | 1,613 | $964K |
| Financial Insights, Inc. | 0.31% | Add +11.1% | 1,612 | $963K |
| One Charles Private Wealth Services, LLC | 0.24% | No change | 1,611 | $963K |
| Trivant Custom Portfolio Group, LLC | 0.53% | Add +62.0% | 1,607 | $960K |
| Twin City Private Wealth, LLC | 0.73% | Reduce -0.4% | 1,605 | $959K |
| Mountain Capital Investment Advisors Inc. | 0.14% | Add +33.9% | 1,457 | $958K |
| Generations Wealth, LLC | 0.93% | Add +3.6% | 1,602 | $957K |
| Chesapeake Wealth Management | 0.29% | Add +4.6% | 1,602 | $957K |
| Tull Financial Group, Inc. | 0.43% | Add +6.7% | 1,602 | $957K |
| PW Advisors, LLC \ FL | 0.71% | Reduce -13.2% | 1,597 | $954K |
| Serenity Investment Advisors | 0.45% | Add +3.4% | 1,389 | $952K |
| Whitegate Investment Counselors, Inc. | 0.30% | Add +0.1% | 1,591 | $951K |
| Pacific Financial Group Inc. | 0.51% | Add +45.7% | 1,587 | $949K |
| Hoge Financial Services, LLC | 0.51% | Add +28.2% | 1,583 | $946K |
| Cornell Pochily Investment Advisors, Inc. | 0.28% | Add +6.5% | 1,583 | $946K |
| Palisades Hudson Asset Management, L.P. | 0.37% | Add +45.8% | 1,582 | $945K |
| Dupree Financial Group, LLC | 0.38% | Add +2.2% | 1,576 | $942K |
| Elite Financial, Inc. | 0.42% | No change | 1,575 | $941K |
| Cape Investment Advisory, Inc. | 0.31% | Add +11.3% | 1,575 | $941K |
| Flywheel Private Wealth LLC | 0.53% | Add +0.1% | 1,572 | $939K |
| Aquire Wealth Advisors, LLC | 0.25% | Add +0.9% | 1,571 | $939K |
| Richard P Slaughter Associates Inc | 0.20% | No change | 1,568 | $937K |
| Lifetime Wealth Management P.C. | 0.54% | No change | 1,565 | $935K |
| Beacon Financial Group | 0.09% | Add +8.0% | 1,562 | $934K |
| GDS Wealth Management | 0.06% | Add +22.1% | 1,560 | $932K |
| Laurel Oak Wealth Management, LLC | 0.16% | Add +1.2% | 1,555 | $929K |
| Wilkins Miller Wealth Management, LLC | 0.56% | Reduce -12.1% | 1,553 | $928K |
| Retirement Planning Group, LLC / NY | 0.60% | Add +1.1% | 1,552 | $928K |
| Chiron Capital Management, LLC | 0.95% | — | 1,549 | $925K |
| Advisory Resource Group | 0.16% | Add +9.1% | 1,545 | $923K |
| Signet Financial Management, LLC | 0.10% | Reduce -5.2% | 1,540 | $920K |
| First Wilshire Securities Management Inc. | 0.21% | No change | 1,533 | $916K |
| Millennium Capital Advisors, LLC | 0.56% | Add +0.3% | 1,532 | $915K |
| Refined Wealth Management | 0.58% | Reduce -22.2% | 1,530 | $914K |
| Stonebrook Private Inc. | 0.19% | Add +9.2% | 1,528 | $913K |
| Holderness Investments Co. | 0.18% | Add +2.8% | 1,522 | $909K |
| Ascent Advisors, LLC | 1.67% | — | 1,519 | $908K |
| Blackhawk Capital Partners, LLC | 0.33% | Add +0.6% | 1,519 | $908K |
| Waterway Wealth Management, LLC | 0.20% | No change | 1,517 | $907K |
| Washington Capital Management, Inc. | 0.77% | Reduce -3.2% | 1,516 | $906K |
| Fairvoy Private Wealth, LLC | 0.22% | Reduce -4.4% | 1,514 | $905K |
| Cadent Capital Advisors, LLC | 0.24% | Add +13.9% | 1,514 | $905K |
| Morling Financial Advisors, LLC | 0.28% | Reduce -21.4% | 1,505 | $899K |
| Carson Advisory Inc. | 0.47% | Add +10.0% | 1,504 | $899K |
| Cahaba Wealth Management, Inc. | 0.06% | Add +19.1% | 1,503 | $898K |
| Roger Wittlin Investment Advisory, LLC | 0.73% | Add +0.3% | 1,501 | $897K |
| Orographic Financial Advisors, LLC | 0.64% | — | 1,500 | $896K |
| Baron Wealth Management LLC | 0.27% | Reduce -27.3% | 1,497 | $895K |
| Arbor Wealth Advisors LLC | 0.63% | No change | 1,496 | $894K |
| Tidemark, LLC | 0.23% | Reduce -1.3% | 1,493 | $892K |
| Moody LYNN Lieberson & Walker, LLC | 0.05% | Reduce -0.9% | 1,492 | $892K |
| Weatherly Asset Management L. P. | 0.07% | No change | 1,491 | $891K |
| Worth Asset Management, LLC | 0.33% | Reduce -84.1% | 1,488 | $889K |
| Northeast Financial Group, Inc. | 0.24% | Reduce -21.5% | 1,486 | $888K |
| Cooper Financial Group | 0.09% | Reduce -9.2% | 1,486 | $888K |
| Arcadia Investment Advisors LLC | 0.42% | No change | 1,479 | $884K |
| DiNuzzo Private Wealth, Inc. | 0.10% | No change | 1,478 | $883K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Add +131.7% | 1,478 | $883K |
| Ranch Capital Advisors Inc. | 0.32% | Add +0.1% | 1,478 | $883K |
| Lam Group, Inc. | 0.48% | No change | 1,475 | $881K |
| Snider Financial Group | 0.27% | Reduce -14.9% | 1,475 | $881K |
| Urban Wealth Management, LLC | 0.90% | Add +0.2% | 1,475 | $881K |
| Lakewood Asset Management LLC | 0.56% | Add +9.0% | 1,473 | $880K |
| Abundance Wealth Counselors | 0.13% | Add +0.5% | 1,469 | $878K |
| Cumberland Partners Ltd | 0.07% | No change | 1,463 | $874K |
| Wallace Capital Management Inc. | 0.10% | Add +2.8% | 1,461 | $873K |
| Palacios Wealth Management, LLC | 0.54% | Add +74.6% | 1,318 | $871K |
| Fortem Financial Group, LLC | 0.22% | Reduce -36.9% | 1,457 | $871K |
| Prudent Man Advisors, LLC | 0.26% | Add +0.1% | 1,457 | $871K |
| Broadview Financial Management, LLC | 0.59% | Reduce -4.7% | 1,451 | $867K |
| Symphony Financial Services, Inc. | 0.44% | Reduce -1.4% | 1,450 | $866K |
| Forum Private Client Group LLC | 0.29% | Reduce -2.6% | 1,448 | $865K |
| Pine Harbor Wealth Management, LLC | 0.26% | Add +14.5% | 1,447 | $865K |
| Addison Advisors LLC | 0.19% | No change | 1,446 | $864K |
| Hopwood Financial Services, Inc. | 0.58% | Add +16.8% | 1,438 | $859K |
| Focused Alpha, LLC | 0.27% | Add +26.4% | 1,438 | $859K |
| Wealth Forward, LLC | 0.48% | No change | 1,437 | $859K |
| Prostatis Group LLC | 0.22% | Reduce -23.8% | 1,434 | $857K |
| Legacy Bridge, LLC | 0.33% | Add +13.4% | 1,434 | $857K |
| Watershed Private Wealth LLC | 0.27% | New | 1,433 | $856K |
| Brandywine Oak Private Wealth LLC | 0.07% | Add +0.8% | 1,433 | $856K |
| Fulton Breakefield Broenniman LLC | 0.06% | Add +24.5% | 1,432 | $856K |
| IVC Wealth Advisors LLC | 0.37% | No change | 1,432 | $856K |
| Financial Advisory Partners, LLC | 0.24% | Add +0.1% | 1,432 | $856K |
| Haven Private, LLC | 0.37% | Add +31.0% | 1,429 | $854K |
| Astoria Strategic Wealth, Inc. | 0.22% | Reduce -0.2% | 1,423 | $850K |
| Moran Wealth Management, LLC | 0.03% | Add +138.2% | 1,422 | $850K |
| Novare Capital Management LLC | 0.07% | Reduce -7.3% | 1,417 | $847K |
| Formidable Asset Management, LLC | 0.13% | Add +14.1% | 1,348 | $845K |
| ArborFi Advisors, LLC | 0.69% | Reduce -2.5% | 1,414 | $845K |
| Ulland Investment Advisors, LLC | 0.73% | Add +0.9% | 1,410 | $843K |
| Porter White Investment Advisors, Inc. | 0.34% | Reduce -0.2% | 1,404 | $839K |
| American National Bank of Texas | 0.80% | No change | 1,403 | $838K |
| Granite Bay Wealth Management, LLC | 0.18% | Add +107.2% | 1,403 | $838K |
| United Financial Planning Group LLC | 0.50% | Add +9.1% | 1,402 | $838K |
| Galvin, Gaustad & Stein, LLC | 0.07% | Add +1.4% | 1,401 | $837K |
| Main Management LLC | 0.06% | Add +32.3% | 1,401 | $837K |
| Griffin Asset Management, Inc. | 0.09% | Reduce -0.6% | 1,400 | $836K |
| Presilium Private Wealth, LLC | 0.15% | Reduce -28.6% | 1,399 | $836K |
| FCG Investment Co | 0.37% | — | 1,397 | $835K |
| Sierra Ocean, LLC | 0.68% | Reduce -18.1% | 1,396 | $834K |
| Carmel Capital Partners, LLC | 0.30% | Reduce -11.4% | 1,394 | $833K |
| McIlrath & Eck, LLC | 0.06% | Reduce -3.8% | 1,393 | $833K |
| Ascension Capital Advisors, Inc. | 0.26% | New | 1,392 | $832K |
| Foster & Motley Inc. | 0.04% | Add +12.6% | 1,392 | $832K |
| Watchman Group, Inc. | 0.20% | Reduce -1.7% | 1,391 | $831K |
| Noesis Capital Mangement Corp. | 0.12% | Add +18.1% | 1,390 | $830K |
| Solidarity Wealth, LLC | 0.16% | Add +17.1% | 1,389 | $830K |
| Avalon Advisory Group | 0.33% | Add +0.8% | 1,387 | $829K |
| Appleton Partners Inc. | 0.06% | Add +5.3% | 1,386 | $828K |
| ABLE Financial Group, LLC | 0.16% | Reduce -13.8% | 1,382 | $826K |
| Financial Connections Group, Inc. | 0.29% | Reduce -13.4% | 1,378 | $823K |
| Krane Financial Solutions LLC | 0.56% | — | 1,376 | $822K |
| Rakuten Securities, Inc. | 0.34% | Reduce -21.7% | 1,375 | $822K |
| Sfam, LLC | 0.76% | Add +43.5% | 1,372 | $820K |
| Squire Investment Management Company, LLC | 0.23% | Add +10.5% | 1,370 | $819K |
| Alpha Zero LLC | 0.41% | Add +1.5% | 1,370 | $819K |
| St Germain D J Co. Inc. | 0.03% | Add +16.9% | 1,368 | $817K |
| Lakeridge Wealth Management LLC | 0.35% | Add +5.9% | 1,367 | $817K |
| Yoffe Investment Management, LLC | 1.05% | No change | 1,366 | $816K |
| Insight 2811, Inc. | 0.35% | Add +31.6% | 1,366 | $816K |
| Signature Wealth Management Group | 0.31% | Reduce -0.9% | 1,363 | $814K |
| Consilium Wealth Advisory, LLC | 0.28% | No change | 1,363 | $814K |
| Lakeside Advisors, INC. | 0.54% | Add +4.2% | 1,360 | $813K |
| Security National Bank of Sioux City Iowa | 0.48% | Add +234.2% | 1,360 | $813K |
| GFS Advisors, LLC | 0.05% | No change | 1,360 | $813K |
| Ironwood Financial, llc | 0.14% | Reduce -0.1% | 1,360 | $812K |
| Elevated Financial Group LLC | 0.27% | New | 1,359 | $812K |
| Stewardship Advisors, LLC | 0.19% | Add +17.1% | 1,353 | $809K |
| Private Capital Management, LLC | 0.08% | Add +37.6% | 1,347 | $805K |
| GFG Capital, LLC | 0.26% | Add +59.2% | 1,339 | $800K |
| Studio Investment Management LLC | 0.14% | Add +9.6% | 1,338 | $800K |
| Indie Asset Partners, LLC | 0.91% | Add +1.2% | 1,336 | $798K |
| Kelsey Financial, LLC | 0.70% | Add +20.6% | 1,336 | $798K |
| Murphy & Mullick Capital Management Corp | 0.59% | Add +78.4% | 1,336 | $798K |
| Brown Wealth Management, LLC | 0.20% | Add +14.1% | 1,334 | $797K |
| Mascagni Wealth Management, Inc. | 0.57% | Add +19.1% | 1,334 | $797K |
| Stokes Capital Advisors, LLC | 0.18% | No change | 1,334 | $797K |
| Financial Planning Navigators CORP | 0.35% | Reduce -6.4% | 1,332 | $796K |
| Main Street Research LLC | 0.05% | Add +159.7% | 1,332 | $796K |
| Investmark Advisory Group LLC | 0.34% | Add +0.4% | 1,331 | $795K |
| Herold Advisors, Inc. | 0.17% | Add +49.9% | 1,330 | $795K |
| Endeavor Private Wealth, Inc. | 0.23% | Reduce -2.2% | 1,326 | $793K |
| Truefg, LLC | 0.21% | Reduce -3.0% | 1,326 | $792K |
| Graney & King, LLC | 0.43% | Add +0.1% | 1,325 | $792K |
| Merited Wealth, LLC | 0.66% | Reduce -4.6% | 1,322 | $790K |
| Marquette Asset Management, LLC | 0.12% | No change | 1,322 | $790K |
| Interactive Financial Advisors, Inc. | 0.52% | Add +4.3% | 1,321 | $790K |
| Midwest Financial Group LLC | 0.34% | Add +1.1% | 1,319 | $788K |
| Pegasus Asset Management, Inc. | 0.25% | Reduce -0.2% | 1,314 | $785K |
| Valley Financial Group, Inc. | 0.42% | Add +19.1% | 1,311 | $783K |
| Amara Financial, Llc. | 0.54% | Add +0.1% | 1,310 | $783K |
| Legacy Trust | 0.15% | Reduce -0.8% | 1,308 | $782K |
| Pathway Financial Advisers, LLC | 0.22% | Add +6.7% | 1,306 | $780K |
| Howard Capital Management Group, LLC | 0.05% | Add +0.1% | 1,300 | $777K |
| Schaper Benz & Wise Investment Counsel Inc. | 0.06% | Reduce -4.3% | 1,299 | $776K |
| Ballast Financial Advisors LLC | 0.79% | No change | 1,296 | $774K |
| Gould Asset Management LLC | 0.13% | Reduce -1.5% | 1,295 | $774K |
| Shira Ridge Wealth Management | 0.31% | Reduce -0.8% | 1,295 | $774K |
| North Ridge Wealth Advisors, Inc. | 0.44% | Add +607.6% | 1,295 | $774K |
| Bluespring Wealth Management, LLC | 0.07% | Reduce -5.0% | 1,294 | $773K |
| Patrick M Sweeney & Associates, Inc. | 0.50% | Reduce -1.1% | 1,293 | $773K |
| Greystone Financial Group, LLC | 0.22% | Reduce -19.3% | 1,291 | $772K |
| Evergreen Wealth Partners LLC | 0.59% | Add +0.7% | 1,290 | $771K |
| Riversedge Advisors, LLC | 0.12% | Reduce -17.1% | 1,288 | $770K |
| FLC Capital Advisors | 0.14% | Reduce -37.9% | 1,288 | $770K |
| Emprise Bank | 0.31% | Reduce -0.2% | 1,286 | $768K |
| United Bank | 0.26% | Add +145.4% | 1,286 | $768K |
| Hartford Financial Management Inc. | 0.20% | No change | 1,281 | $765K |
| Firestone Capital Management | 0.16% | Reduce -0.3% | 1,278 | $764K |
| Stone Summit Wealth LLC | 0.21% | Add +24.2% | 1,277 | $763K |
| Verity Asset Management, Inc. | 0.32% | Add +2.7% | 1,275 | $763K |
| Walsh & Associates, LLC | 0.76% | No change | 1,275 | $762K |
| Wealthcare Capital Management LLC | 0.08% | Reduce -3.9% | 1,274 | $761K |
| MPWM Advisory Solutions, LLC | 0.40% | Add +42.8% | 1,274 | $761K |
| Teachers Insurance & Annuity Association of America | 0.95% | Reduce -1.2% | 1,272 | $760K |
| Concentrum Wealth Management | 0.22% | Add +147.9% | 1,272 | $760K |
| Fiscal Wisdom Wealth Management, LLC | 0.73% | Reduce -13.5% | 1,271 | $760K |
| Sprinkle Financial Consultants LLC | 0.35% | Add +5.3% | 1,269 | $759K |
| Beckerman Institutional, LLC | 0.40% | Reduce -0.6% | 1,270 | $759K |
| SC&H Financial Advisors, Inc. | 0.11% | Add +2.3% | 1,270 | $759K |
| Hickory Point Bank & Trust | 0.50% | Add +11.0% | 1,269 | $758K |
| SlateStone Wealth, LLC | 0.06% | Add +5.1% | 1,265 | $756K |
| Collaborative Wealth Managment Inc. | 0.35% | Reduce -28.4% | 1,265 | $756K |
| Colonial Trust Co / SC | 0.10% | Reduce -2.9% | 1,262 | $754K |
| Delta Investment Management, LLC | 0.13% | Add +214.2% | 1,260 | $753K |
| McHugh Group, LLC | 0.45% | Add +23.6% | 1,257 | $751K |
| Miller Investment Management, LP | 0.07% | No change | 1,256 | $751K |
| First Bancorp, Inc | 0.37% | No change | 1,254 | $749K |
| Addison Capital Co | 0.13% | Add +38.7% | 1,254 | $749K |
| First National Bank of Mount Dora, Trust Investment Services | 0.16% | No change | 1,252 | $748K |
| Orion Capital Management LLC | 0.26% | No change | 1,251 | $748K |
| Spectrum Planning & Advisory Services Inc. | 0.37% | No change | 1,248 | $746K |
| Perennial Advisors, LLC | 0.13% | Add +0.4% | 1,247 | $745K |
| Santori & Peters, Inc. | 0.23% | Reduce -1.0% | 1,241 | $742K |
| Taylor & Morgan Wealth Management, LLC | 0.42% | Reduce -5.1% | 1,240 | $741K |
| Old Second National Bank of Aurora | 0.15% | Reduce -0.3% | 1,239 | $740K |
| Dominguez Wealth Management Solutions, Inc. | 0.45% | Add +0.1% | 1,237 | $739K |
| Sagewood Asset Management LP | 0.23% | New | 1,234 | $737K |
| Lazari Capital Management, Inc. | 0.26% | Add +28.5% | 1,232 | $736K |
| Integrated Wealth Management | 0.84% | Add +1.5% | 1,221 | $730K |
| Interchange Capital Partners, LLC | 0.23% | Add +84.5% | 1,419 | $729K |
| Reyes Financial Architecture, Inc. | 0.60% | Reduce -7.2% | 1,219 | $728K |
| Cornerstone Advisory, LLC | 0.07% | Add +7.2% | 1,217 | $727K |
| PCG Wealth Advisors, LLC | 0.18% | Add +0.6% | 1,211 | $724K |
| Central Bank & Trust Co. | 0.11% | Reduce -4.5% | 1,210 | $723K |
| Summit Wealth Partners, LLC | 0.11% | Add +4.3% | 1,209 | $722K |
| TIAA Wealth Investment Management LLC | 0.01% | — | 1,242 | $722K |
| Shepherd Kaplan Krochuk, LLC | 0.61% | Reduce -0.7% | 1,206 | $721K |
| New Wave Wealth Advisors LLC | 0.25% | Reduce -53.3% | 1,205 | $720K |
| Aerodigm Wealth, LLC | 0.27% | Add +1.9% | 1,205 | $720K |
| Ironvine Capital Partners, LLC | 0.08% | No change | 1,202 | $718K |
| Bar Harbor Wealth Management | 0.04% | Add +8.3% | 1,202 | $718K |
| Texas Bank & Trust Co | 0.27% | No change | 1,200 | $717K |
| Nicholas Wealth, LLC. | 0.49% | Add +32.7% | 1,197 | $715K |
| Tower View Wealth Management LLC | 0.37% | Reduce -0.3% | 1,196 | $715K |
| Norden Group LLC | 0.07% | Add +134.5% | 1,196 | $715K |
| Inspire Advisors, LLC | 0.06% | Reduce -0.6% | 1,194 | $713K |
| Mason & Associates Inc | 0.14% | Add +11.8% | 1,223 | $711K |
| Leigh Baldwin & Co., LLC | 0.46% | Add +0.7% | 1,188 | $710K |
| Elmwood Wealth Management, Inc. | 0.20% | Add +80.7% | 1,187 | $709K |
| James J. Burns & Company, LLC | 0.10% | Add +90.2% | 1,187 | $709K |
| Ares Financial Consulting, LLC | 0.56% | Add +0.2% | 1,175 | $708K |
| Alta Wealth Advisors LLC | 0.23% | Add +27.7% | 1,184 | $707K |
| JNBA Financial Advisors | 0.06% | Reduce -3.4% | 1,182 | $706K |
| RPS Advisory Solutions LLC | 0.40% | Reduce -30.9% | 1,173 | $701K |
| Willis Investment Counsel | 0.04% | Add +47.2% | 1,173 | $701K |
| Upper Left Wealth Management, LLC | 0.41% | Reduce -1.7% | 1,172 | $700K |
| Shakespeare Wealth Management, LLC | 0.17% | Add +5.3% | 1,170 | $699K |
| Plum Street Advisors, LLC | 0.24% | Reduce -36.4% | 1,169 | $699K |
| Penn Davis McFarland Inc. | 0.07% | Add +4.7% | 1,168 | $698K |
| Hurlow Wealth Management Group, Inc. | 0.17% | Add +39.9% | 1,161 | $694K |
| Private Wealth Asset Management, LLC | 0.07% | No change | 1,160 | $693K |
| Northern Lights Advisors, Inc. | 0.47% | Reduce -1.1% | 1,159 | $693K |
| USAdvisors Wealth Management, LLC | 0.23% | Add +21.6% | 1,192 | $692K |
| AMJ Financial Wealth Management | 0.16% | Reduce -12.3% | 1,155 | $690K |
| Silver Coast Investments LLC | 0.22% | Reduce -13.7% | 1,154 | $689K |
| Northcape Wealth Management, LLC | 0.19% | Add +16.2% | 1,150 | $687K |
| Matisse Capital | 0.29% | Add +0.9% | 1,148 | $686K |
| Kennicott Capital Management LLC | 0.37% | New | 1,148 | $686K |
| Ames National Corp. | 0.41% | Add +7.3% | 1,148 | $685K |
| Shearwater Capital LLC | 0.36% | Add +233.4% | 1,147 | $685K |
| Foundry Financial LLC | 0.29% | Add +7.7% | 1,146 | $685K |
| Buckhead Capital Management LLC | 0.26% | Reduce -2.4% | 1,143 | $683K |
| Armor Investment Advisors, LLC | 0.25% | Add +0.3% | 1,142 | $682K |
| Plan A Wealth LLC | 0.33% | Add +3.3% | 1,139 | $681K |
| Ackerman Asset Management, LLC | 0.47% | Reduce -10.0% | 1,138 | $680K |
| Insight Wealth Strategies, LLC | 0.08% | Add +0.7% | 1,137 | $679K |
| City Center Advisors, LLC | 0.63% | Add +0.2% | 1,136 | $679K |
| Davidson Trust Co. | 0.29% | Add +18.4% | 1,133 | $677K |
| Meadowbrook Advisors Group, LLC | 0.40% | No change | 1,132 | $676K |
| Strategy Asset Managers LLC | 0.11% | Reduce -3.1% | 1,131 | $676K |
| Trustco Bank Corp. N Y | 0.60% | No change | 1,131 | $676K |
| SYM FINANCIAL Corp | 0.07% | Reduce -2.8% | 1,131 | $676K |
| American Institute for Advanced Investment Management, LLP | 0.44% | Add +22.3% | 1,129 | $675K |
| Borer Denton & Associates, Inc. | 0.24% | Add +8.7% | 1,128 | $674K |
| Van Den Berg Management I, Inc. | 0.15% | Add +18.3% | 1,127 | $673K |
| Summit Investment Advisory Services, LLC | 0.25% | Add +23.7% | 1,126 | $673K |
| Cary Street Partners Investment Advisory LLC | 0.17% | Add +8.1% | 1,124 | $672K |
| Tillman Hartley LLC | 0.17% | Reduce -9.2% | 1,122 | $670K |
| Boyum Wealth Architects LLC | 0.28% | Add +42.9% | 1,010 | $669K |
| Sanders Morris Harris LLC | 0.11% | New | 1,120 | $669K |
| Pinnacle Wealth Planning Services, Inc. | 0.07% | No change | 1,118 | $668K |
| Trust Co | 0.06% | Reduce -0.5% | 1,118 | $668K |
| Osborne Partners Capital Management, LLC | 0.04% | Add +60.3% | 1,116 | $667K |
| Capital Investment Services of America, Inc. | 0.07% | Add +3.3% | 1,115 | $667K |
| Hazlett, Burt & Watson, Inc. | 0.21% | Add +21.7% | 1,115 | $666K |
| Luts & Greenleigh Group, Inc. | 0.53% | Add +1.3% | 1,113 | $665K |
| Heartwood Wealth Advisors LLC | 0.06% | Add +0.3% | 1,112 | $664K |
| Oak Wealth Advisors LLC | 0.36% | Add +1.1% | 1,111 | $664K |
| Pacific Excel Wealth Advisors, Inc. | 0.70% | Add +57.2% | 1,110 | $663K |
| Capital CS Group, LLC | 1.36% | Reduce -78.6% | 1,105 | $660K |
| AllGen Financial Advisors, Inc. | 0.16% | Reduce -0.6% | 1,102 | $659K |
| Institute for Wealth Management, LLC. | 0.07% | Reduce -19.4% | 1,102 | $658K |
| Campion Asset Management | 0.45% | No change | 1,100 | $657K |
| Legacy Wealth Asset Management, LLC | 0.16% | Add +0.3% | 1,099 | $657K |
| Elk River Wealth Management LLC | 0.11% | No change | 1,099 | $657K |
| Guided Capital Wealth Management, LLC | 0.43% | No change | 1,098 | $656K |
| Integris Wealth Management, LLC | 0.15% | No change | 1,096 | $655K |
| TOWER TRUST & INVESTMENT Co | 0.43% | No change | 1,096 | $655K |
| Concorde Asset Management, LLC | 0.32% | Reduce -14.8% | 1,095 | $654K |
| Essex LLC | 0.12% | Reduce -4.1% | 1,093 | $653K |
| ETF Store, Inc. | 0.63% | Add +2.4% | 1,088 | $650K |
| Mengis Capital Management, Inc. | 0.11% | Reduce -1.8% | 1,083 | $648K |
| PFG Private Wealth Management, LLC | 0.27% | Add +8.2% | 1,083 | $647K |
| Signature Resources Capital Management, LLC | 0.31% | Add +0.4% | 1,082 | $647K |
| FFT Wealth Management LLC | 0.12% | Add +14.6% | 1,082 | $646K |
| Paragon Advisors, LLC | 0.17% | Add +52.3% | 1,081 | $646K |
| First Citizens Financial Corp | 0.30% | No change | 1,080 | $645K |
| Beacon Bank & Trust | 0.13% | Add +53.3% | 1,079 | $645K |
| Rhodes Investment Advisors Inc. | 0.55% | Add +6.6% | 1,078 | $644K |
| Harbor Group, Inc. | 0.09% | Reduce -0.4% | 1,076 | $643K |
| Madson Wealth Advisors Inc | 0.53% | — | 1,075 | $642K |
| Kropog Financial Group, LLC | 0.52% | Add +1.4% | 1,073 | $641K |
| Elevation Wealth Management LLC | 0.59% | Add +21.1% | 1,073 | $641K |
| Financial Concepts Unlimited, Inc. | 0.57% | — | 1,070 | $639K |
| SJS Investment Consulting Inc. | 0.08% | Add +23.0% | 1,069 | $639K |
| Schaeffer Financial LLC | 0.53% | New | 1,063 | $635K |
| Sterling Investment Advisors, Ltd. | 0.11% | Add +2.6% | 1,060 | $634K |
| Financial Advisory Corp | 0.09% | Reduce -18.0% | 1,059 | $633K |
| Buffalo Business & Estate Services Ltd. | 0.09% | Reduce -39.9% | 1,057 | $631K |
| Manchester Financial Inc. | 0.12% | Add +9.3% | 1,056 | $631K |
| SPWM Advisors LLC | 0.55% | Add +66.0% | 928 | $630K |
| KERR FINANCIAL PLANNING Corp | 0.44% | Reduce -52.5% | 964 | $629K |
| Tarbox Family Office, Inc. | 0.10% | No change | 1,051 | $628K |
| Wellington Grp LLC | 0.19% | Add +16.7% | 1,050 | $628K |
| White Pine Capital LLC | 0.17% | No change | 1,050 | $627K |
| Moseley Investment Management Inc. | 0.20% | Add +0.6% | 1,048 | $626K |
| Plus Group Wealth Advisors LLC | 0.69% | Add +0.7% | 1,046 | $625K |
| Robinswood Financial LLC | 0.20% | Add +17.3% | 1,045 | $625K |
| Oxinas Partners, LLC | 0.28% | Add +27.2% | 1,043 | $623K |
| Intelligence Driven Advisers, LLC | 0.11% | Reduce -20.4% | 1,042 | $623K |
| Leisure Capital Management | 0.22% | Reduce -38.5% | 1,042 | $623K |
| First Community Trust NA | 0.46% | Reduce -59.6% | 1,039 | $621K |
| Tevis Investment Management | 0.35% | Add +0.6% | 1,039 | $621K |
| Vontobel Holding Ltd. | 0.00% | Reduce -12.6% | 1,033 | $617K |
| Centerpoint Advisory Group | 0.46% | No change | 1,032 | $617K |
| Sherrill & Hutchins Financial Advisory, Inc | 0.36% | No change | 1,032 | $617K |
| RCW Management, LLC | 0.63% | Reduce -2.9% | 1,031 | $616K |
| Richmond Investment Services, LLC | 0.10% | Add +2.3% | 1,031 | $616K |
| Rothschild Capital Partners, LLC | 0.15% | Reduce -1.8% | 1,028 | $614K |
| Missouri Trust & Investment Co | 0.18% | Reduce -1.4% | 1,025 | $612K |
| Regent Peak Wealth Advisors LLC | 0.12% | Reduce -6.3% | 1,025 | $612K |
| Lountzis Asset Management, LLC | 0.22% | No change | 1,024 | $612K |
| Clark Wealth Partners | 0.41% | Add +2.2% | 1,021 | $610K |
| Elevate Capital Advisors, LLC | 0.39% | Reduce -64.8% | 1,021 | $610K |
| NCM Capital Management, LLC | 0.22% | Add +9.2% | 1,019 | $609K |
| Mountain Pacific Investment Advisers LLC | 0.10% | Reduce -1.1% | 1,019 | $609K |
| Lockerman Financial Group, Inc. | 1.09% | No change | 1,017 | $608K |
| Eldridge Investment Advisors, Inc. | 0.13% | Add +1.4% | 1,015 | $606K |
| Lighthouse Financial LLC | 0.37% | Add +5.4% | 1,014 | $606K |
| Delos Wealth Advisors, LLC | 0.35% | New | 1,014 | $606K |
| Pacifica Partners Inc. | 0.20% | Add +88.1% | 1,012 | $605K |
| Clear Harbor Asset Management, LLC | 0.04% | Add +79.6% | 1,011 | $604K |
| Chatterton & Associates Inc. | 0.42% | Add +69.5% | 966 | $604K |
| Navalign, LLC | 0.15% | Reduce -1.2% | 1,009 | $603K |
| FinDec Wealth Services, Inc. | 0.74% | Reduce -6.3% | 1,008 | $602K |
| SMI Advisory Services, LLC | 0.10% | Reduce -26.8% | 993 | $602K |
| Kellett Wealth Advisors, LLC | 0.33% | Add +0.5% | 1,007 | $602K |
| B & T Capital Management DBA Alpha Capital Management | 0.09% | Reduce -9.5% | 1,006 | $601K |
| Wealthedge Investment Advisors, LLC | 0.22% | Add +12.4% | 1,005 | $601K |
| Financial Gravity Asset Management, Inc. | 0.11% | Reduce -1.1% | 1,005 | $600K |
| Lodestone Wealth Management LLC | 0.24% | Add +0.3% | 1,002 | $599K |
| Payne Capital Management, LLC | 0.18% | Reduce -10.1% | 1,002 | $599K |
| Asset Advisory Group, Inc. | 0.30% | Add +0.8% | 1,001 | $598K |
| United Asset Strategies, Inc. | 0.05% | Add +5.3% | 999 | $597K |
| Compass Capital Corp. /Ma/ | 0.21% | Add +18.3% | 886 | $596K |
| Stonehearth Capital Management, LLC | 0.24% | Reduce -3.4% | 996 | $595K |
| SWAN Capital LLC | 0.22% | Add +22.2% | 992 | $593K |
| Whelan Financial | 0.18% | Add +2.5% | 990 | $592K |
| Exchange Bank | 0.41% | No change | 990 | $592K |
| SpringVest Wealth Management LLC | 0.40% | Add +5.5% | 989 | $591K |
| Shulman DeMeo Asset Management LLC | 0.13% | Add +0.1% | 987 | $590K |
| Zinnia Wealth Advisory, LLC | 0.66% | Add +9.2% | 985 | $589K |
| JGP Wealth Management, LLC | 0.06% | Add +18.5% | 982 | $587K |
| Town Capital LLC | 0.47% | Add +9.5% | 982 | $587K |
| Mattern Wealth Management LLC | 0.11% | Reduce -2.1% | 979 | $585K |
| Spinnaker Investment Group, LLC | 0.12% | Add +23.2% | 978 | $584K |
| Sincerus Advisory, LLC | 0.44% | Add +83.8% | 976 | $583K |
| Kingsbury Capital Investment Advisors LLC | 0.55% | — | 976 | $583K |
| BNB Wealth Management, LLC | 0.37% | Add +7.2% | 974 | $582K |
| Fortune Financial Group, Inc. | 0.52% | Reduce -88.7% | 974 | $582K |
| Painted Porch Advisors LLC | 0.28% | Reduce -40.6% | 974 | $582K |
| Rosenblum Silverman Sutton S F Inc. | 0.15% | Add +7.3% | 973 | $581K |
| E-Wealth Partners, LLC | 0.47% | Reduce -2.0% | 971 | $580K |
| LifeSteps Financial, Inc. | 0.37% | No change | 969 | $579K |
| Westwind Capital | 0.14% | Add +27.6% | 984 | $578K |
| Kraft, Davis & Associates, LLC | 0.12% | Reduce -0.1% | 874 | $578K |
| Delta Asset Management LLC | 0.05% | Add +0.1% | 965 | $577K |
| IF Advisors, LLC | 0.41% | No change | 965 | $577K |
| Penobscot Investment Management Company, Inc. | 0.05% | Add +85.2% | 963 | $576K |
| Mosley Wealth Management | 0.26% | No change | 938 | $575K |
| Providence Capital Advisors, LLC | 0.09% | Reduce -0.6% | 960 | $574K |
| Cerro Pacific Wealth Advisors LLC | 0.15% | Reduce -19.4% | 955 | $571K |
| Poehling Capital Management, INC. | 0.12% | Reduce -1.4% | 955 | $571K |
| Burns Matteson Capital Management, LLC | 0.22% | Add +5.0% | 954 | $570K |
| Creekmur Asset Management LLC | 42.94% | — | 953 | $570K |
| ROI Financial Advisors, LLC | 0.34% | Reduce -1.8% | 947 | $566K |
| Elgethun Capital Management | 0.09% | Add +0.2% | 945 | $565K |
| 1832 Asset Management L.P. | 0.00% | Add +93.8% | 944 | $564K |
| Howard Financial Services, LTD. | 0.06% | Reduce -4.1% | 944 | $564K |
| NFSG Corp | 0.09% | Reduce -10.1% | 944 | $564K |
| Brown, Lisle/Cummings, Inc. | 0.14% | No change | 943 | $563K |
| PMG Family Office LLC | 0.63% | Add +0.8% | 942 | $563K |
| Philip James Wealth Mangement, LLC | 0.07% | No change | 940 | $562K |
| Thompson David Blair | 0.32% | Add +6.2% | 937 | $560K |
| Atlantic Edge Private Wealth Management, LLC | 0.14% | Reduce -60.2% | 937 | $560K |
| Keystone Financial Services | 0.16% | No change | 936 | $559K |
| McLean Asset Management Corp | 0.10% | Reduce -7.4% | 936 | $559K |
| Total Investment Management Inc. | 0.07% | Add +10.0% | 935 | $559K |
| Redmond Asset Management, LLC | 0.15% | Add +69.8% | 932 | $557K |
| Pillar Financial Advisors, LLC | 0.32% | Add +0.2% | 930 | $556K |
| Trinity Legacy Partners, LLC | 0.12% | Add +0.3% | 868 | $554K |
| William Howard & Co Financial Advisors Inc | 0.48% | Add +0.8% | 924 | $552K |
| Drake & Associates, LLC | 0.11% | Add +20.0% | 923 | $552K |
| TCTC Holdings, LLC | 0.02% | No change | 923 | $552K |
| 3EDGE Asset Management, LP | 0.03% | No change | 923 | $552K |
| Essential Planning, LLC. | 0.18% | Reduce -4.5% | 923 | $551K |
| Altfest L J & Co. Inc. | 0.06% | Add +15.7% | 921 | $550K |
| Tme Financial, Inc. | 0.38% | Add +0.3% | 918 | $549K |
| Winnacle Wealth LLC | 0.42% | Add +248.7% | 917 | $548K |
| San Luis Wealth Advisors LLC | 0.09% | Add +1.9% | 915 | $547K |
| Advisors Management Group Inc. | 0.10% | New | 915 | $546K |
| Coordinated Financial Services, Inc. | 0.32% | Reduce -5.2% | 913 | $546K |
| Clarion Wealth Managment Partners, LLC | 0.49% | Add +0.1% | 913 | $545K |
| Steigerwald, Gordon & Koch Inc. | 0.06% | Reduce -0.1% | 908 | $543K |
| AA Financial Advisors, LLC | 0.08% | Reduce -8.6% | 907 | $542K |
| Strait & Sound Wealth Management LLC | 0.21% | Reduce -4.7% | 907 | $542K |
| Columbia River Financial Group, LLC | 0.31% | Reduce -1.4% | 905 | $541K |
| Empirical Asset Management, LLC | 0.14% | Add +0.7% | 9,393 | $539K |
| Elite Life Management LLC | 0.68% | No change | 795 | $539K |
| Halbert Hargrove Global Advisors, LLC | 0.03% | Reduce -12.5% | 898 | $537K |
| Davidson Investment Advisors | 0.02% | Reduce -36.6% | 898 | $537K |
| Bellevue Asset Management, LLC | 0.27% | Add +24.1% | 896 | $536K |
| Home Federal Bank of Tennessee | 0.13% | New | 895 | $535K |
| Keener Financial Planning LLC | 0.22% | Add +6.5% | 895 | $534K |
| Stiles Financial Services Inc | 0.16% | Add +1.1% | 893 | $533K |
| PMG Wealth Management, Inc. | 0.38% | Add +22.9% | 892 | $533K |
| Beck Capital Management, LLC | 0.12% | Reduce -40.0% | 891 | $533K |
| Winter & Associates, Inc. | 0.46% | No change | 872 | $528K |
| Burford Brothers, Inc. | 0.22% | Reduce -3.5% | 884 | $528K |
| DKM Wealth Management, Inc. | 0.38% | No change | 881 | $526K |
| Kwmg, LLC | 0.04% | Add +22.7% | 881 | $526K |
| West Wealth Group, LLC | 0.10% | Add +19.1% | 879 | $525K |
| tru Independence LLC | 0.26% | Reduce -3.6% | 878 | $525K |
| CPA Asset Management Group, LLC | 0.18% | Reduce -40.1% | 878 | $525K |
| Mach-1 Financial Group, LLC | 0.18% | Reduce -36.5% | 877 | $525K |
| True Link Financial Advisors, LLC | 0.03% | Add +18.6% | 875 | $523K |
| Claret Asset Management Corp | 0.06% | Add +0.2% | 872 | $521K |
| Winch Advisory Services, LLC | 0.12% | Add +47.5% | 870 | $520K |
| Taylor Financial Group, Inc. | 0.31% | No change | 867 | $518K |
| Clare Market Investments LLC | 0.11% | — | 867 | $518K |
| Nautilus Advisors LLC | 0.35% | Add +24.8% | 866 | $518K |
| Newport Capital Group, LLC | 0.31% | Add +22.5% | 859 | $515K |
| Lee Danner & Bass Inc. | 0.03% | No change | 862 | $515K |
| Gallagher Capital Advisors, LLC | 0.35% | Add +0.3% | 862 | $515K |
| Wrenne Financial Planning LLC | 0.20% | Add +27.0% | 861 | $514K |
| Avid Wealth Partners LLC | 0.24% | Add +35.5% | 859 | $513K |
| Prosperity Bancshares Inc | 0.41% | Add +429.6% | 858 | $513K |
| Investment Research Partners LLC | 0.21% | Add +13.9% | 858 | $513K |
| Evansbrook LLC | 0.34% | New | 855 | $511K |
| Hamilton Capital, LLC | 0.03% | Reduce -54.5% | 854 | $510K |
| CCG Wealth Management, LLC | 0.14% | New | 852 | $509K |
| AAF Wealth Management, LLC | 0.21% | No change | 850 | $508K |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 0.46% | Add +19.6% | 850 | $508K |
| Colton Groome Financial Advisors, LLC | 0.14% | Reduce -14.9% | 848 | $507K |
| Grant Private Wealth Management Inc | 0.27% | Add +43.2% | 848 | $507K |
| Koss-Olinger Consulting, LLC | 0.04% | Reduce -53.7% | 844 | $505K |
| Horizons Wealth Management | 0.34% | Reduce -2.1% | 844 | $504K |
| Tobias Financial Advisors, Inc. | 0.07% | Add +26.8% | 843 | $504K |
| Covenant Asset Management, LLC | 0.10% | Add +21.0% | 840 | $502K |
| Ellsworth Advisors, LLC | 0.09% | Reduce -0.8% | 839 | $501K |
| Allegheny Financial Group | 0.07% | Reduce -26.6% | 834 | $498K |
| Glassy Mountain Advisors, Inc. | 0.15% | No change | 834 | $498K |
| Edge Wealth Management LLC | 0.09% | New | 834 | $498K |
| Tucker Asset Management LLC | 0.15% | Add +40.7% | 833 | $498K |
| GuidedMoney, LLC | 0.26% | Add +2.3% | 833 | $498K |
| LCNB Corp. | 0.17% | No change | 833 | $498K |
| Tounjian Advisory Partners, LLC | 0.18% | Add +0.2% | 832 | $498K |
| Colony Family Offices, LLC | 0.12% | No change | 833 | $498K |
| Warburton Capital Management, LLC | 0.24% | Add +22.1% | 796 | $497K |
| Mason Investment Advisory Services, Inc. | 0.02% | Reduce -2.4% | 831 | $497K |
| Signet Investment Advisory Group, Inc. | 0.23% | No change | 830 | $496K |
| ODonnell Financial Services, LLC | 0.17% | Add +0.4% | 830 | $496K |
| Mayfair Advisory Group, LLC | 0.17% | Add +13.6% | 827 | $494K |
| Highland Financial Advisors, LLC | 0.13% | Add +78.0% | 826 | $494K |
| Legacy Financial Advisors, Inc. | 0.07% | Reduce -0.7% | 826 | $494K |
| Aspiring Ventures, LLC | 0.17% | Add +36.7% | 823 | $492K |
| Invested Advisors | 0.50% | Add +14.6% | 823 | $492K |
| Emissary Wealth LLC | 0.46% | Reduce -3.4% | 822 | $491K |
| MPS Loria Financial Planners, LLC | 0.13% | Add +0.4% | 822 | $491K |
| Opal Wealth Advisors, LLC | 0.11% | Add +42.7% | 822 | $491K |
| Mma Asset Management LLC | 0.17% | Reduce -2.5% | 822 | $491K |
| Veracity Capital LLC | 0.18% | Add +5.0% | 821 | $491K |
| MidAtlantic Capital Management, Inc. | 0.34% | Reduce -14.0% | 821 | $491K |
| Straight Path Wealth Management | 0.13% | No change | 821 | $491K |
| Three Magnolias Financial Advisors, LLC | 0.31% | Add +14.3% | 821 | $491K |
| Woodward Diversified Capital, LLC | 0.22% | Reduce -2.1% | 750 | $490K |
| Aspen Capital Management, LLC | 0.12% | No change | 819 | $489K |
| Advantage Trust Co | 0.22% | Add +2.5% | 819 | $489K |
| Mustico Financial Group, Inc. | 0.34% | No change | 743 | $488K |
| Adelphi Trust Co | 0.39% | Reduce -68.6% | 812 | $485K |
| River Street Advisors LLC | 0.16% | No change | 812 | $485K |
| Cypress Financial Planning LLC | 0.14% | Add +2.8% | 811 | $485K |
| Shepherd Street Advisors LLC | 0.48% | Add +5.9% | 811 | $485K |
| American Capital Advisory, LLC | 0.20% | Reduce -9.6% | 811 | $485K |
| Presidio Capital Management, LLC | 0.14% | Add +4.3% | 810 | $484K |
| Quantum Financial Planning Services, Inc. | 0.17% | Add +0.1% | 809 | $484K |
| Ark Wealth Advisors LLC | 0.48% | Add +78.2% | 809 | $483K |
| Colonial River Investments, LLC | 0.17% | Reduce -9.5% | 808 | $483K |
| one8zero8, LLC | 0.11% | Add +26.4% | 805 | $481K |
| Balanced Wealth Group LLC | 0.17% | Reduce -1.5% | 802 | $479K |
| Outbound Financial Inc | 0.36% | No change | 802 | $479K |
| Tufton Capital Management | 0.09% | New | 803 | $479K |
| 46 Peaks LLC | 0.35% | No change | 799 | $477K |
| VectorGlobal IAG, Inc. | 0.12% | — | 798 | $477K |
| Alliance Wealth Advisors, LLC | 0.23% | No change | 798 | $477K |
| Define Financial, LLC | 0.26% | Reduce -5.9% | 795 | $475K |
| Bannerman Wealth Management Group, LLC | 0.32% | New | 794 | $474K |
| Joseph Group Capital Management | 0.12% | Add +5.0% | 793 | $474K |
| Threadgill Financial, LLC | 0.14% | New | 793 | $474K |
| New Insight Wealth Advisors | 0.17% | Reduce -3.8% | 792 | $474K |
| Hudson Value Partners, LLC | 0.14% | Reduce -0.5% | 792 | $473K |
| Amplius Wealth Advisors, LLC | 0.04% | Reduce -0.1% | 791 | $473K |
| Marietta Investment Partners LLC | 0.09% | Reduce -7.7% | 789 | $471K |
| Forum Finance Group S.A. | 0.26% | — | 975 | $471K |
| Colorado Capital Management, Inc. | 0.18% | Add +11.9% | 789 | $471K |
| Riverbend Wealth Management, LLC | 0.29% | Add +19.8% | 787 | $470K |
| Graham Capital Wealth Management, LLC | 0.42% | Add +15.7% | 787 | $470K |
| Private Wealth Management Group, LLC | 0.12% | Add +51.7% | 786 | $470K |
| Provident Living Financial Services, Inc. | 0.52% | Add +9.9% | 786 | $470K |
| Caldwell Sutter Capital, Inc. | 0.19% | Reduce -4.8% | 786 | $470K |
| WFA of San Diego, LLC | 0.38% | Reduce -2.5% | 784 | $468K |
| Potentia Wealth | 0.18% | Reduce -13.1% | 783 | $468K |
| Nelson Capital Management, LLC | 0.06% | No change | 782 | $467K |
| Carret Asset Management, LLC | 0.05% | No change | 780 | $466K |
| Henderson Brothers Financial Partners, LLC | 0.12% | — | 780 | $466K |
| Investors Research Corp | 0.09% | Add +5.4% | 779 | $465K |
| Kure Advisory, LLC | 0.25% | Add +1.7% | 779 | $465K |
| truNorth Financial Services, Inc. | 0.48% | Add +0.5% | 777 | $464K |
| Rollins Financial Advisors, LLC | 0.07% | No change | 775 | $463K |
| Proactive Wealth Strategies LLC | 0.09% | Add +100.3% | 767 | $459K |
| Prestige Wealth Management Group LLC | 0.09% | Reduce -2.3% | 765 | $457K |
| Voisard Asset Management Group, Inc. | 0.10% | Add +95.4% | 762 | $456K |
| Eagle Capital Management LLC | 0.00% | Reduce -87.0% | 762 | $455K |
| Archford Capital Strategies, LLC | 0.05% | Add +2.0% | 761 | $455K |
| Ascentis Wealth Management, LLC | 0.10% | Reduce -19.4% | 758 | $453K |
| Next Level Private LLC | 0.10% | Add +1.7% | 758 | $453K |
| Register Financial Advisors LLC | 0.17% | Add +146.6% | 757 | $452K |
| Northwest Wealth Advisors, LLC | 0.32% | Add +4.4% | 757 | $452K |
| Geneva Partners, LLC | 0.22% | Add +0.1% | 756 | $452K |
| Wealth Alliance Advisory Group, LLC | 0.07% | Add +128.8% | 755 | $451K |
| Clarity Financial LLC | 0.05% | Add +47.5% | 755 | $451K |
| Ballew Advisors, Inc | 0.25% | Add +2.3% | 720 | $450K |
| Callahan Advisors, LLC | 0.04% | Add +0.1% | 753 | $450K |
| Cyr Financial Inc. | 0.26% | Add +3.9% | 752 | $449K |
| Hilton Head Capital Partners, LLC | 0.25% | Add +177.1% | 751 | $449K |
| Epiq Partners, LLC | 0.21% | New | 748 | $447K |
| High Note Wealth, LLC | 0.09% | Add +15.1% | 748 | $447K |
| TrueWealth Advisors, LLC | 0.11% | Reduce -1.2% | 745 | $445K |
| City Holding Co. | 0.06% | Add +4.2% | 744 | $445K |
| Guardian Wealth Advisors, LLC | 0.26% | Add +6.7% | 744 | $444K |
| Brian Low Financial Group, LLC | 0.30% | Add +13.4% | 743 | $444K |
| Roof Eidam Maycock Peralta, LLC | 0.10% | Add +20.1% | 741 | $443K |
| Avalon Capital Management | 0.12% | Reduce -2.6% | 741 | $442K |
| Gables Capital Management Inc. | 0.19% | No change | 740 | $442K |
| Baron Financial Group, LLC | 0.24% | Add +97.1% | 739 | $442K |
| Stirlingshire Investments, Inc. | 0.39% | Add +36.0% | 736 | $440K |
| Avant Capital LLC | 0.31% | Add +15.6% | 734 | $439K |
| Uptown Financial Advisors LLC | 0.35% | No change | 734 | $439K |
| Essential Investment Partners LLC | 0.41% | No change | 733 | $438K |
| Novus Advisors, LLC | 0.98% | Add +3.0% | 732 | $437K |
| Trivium Point Advisory, LLC | 0.08% | Reduce -81.8% | 732 | $437K |
| Catalyst Financial Partners LLC | 0.05% | Reduce -2.9% | 731 | $437K |
| Marino, Stram & Associates LLC | 0.08% | Add +2.5% | 730 | $436K |
| Element Wealth, LLC | 0.18% | No change | 729 | $436K |
| MFA Wealth Services | 0.29% | Add +2.7% | 728 | $435K |
| McRae Capital Management Inc. | 0.09% | No change | 728 | $435K |
| Wealth Advisors of Iowa, LLC | 0.13% | New | 727 | $434K |
| Vawter Financial, Ltd. | 0.18% | Add +0.1% | 726 | $434K |
| Pinkerton Wealth, LLC | 0.04% | No change | 691 | $433K |
| Seneschal Advisors, LLC | 0.32% | Reduce -8.3% | 724 | $433K |
| KKM Financial LLC | 0.08% | No change | 687 | $431K |
| Cornerstone Wealth Advisors, Inc. | 0.10% | Add +9.4% | 719 | $430K |
| Iron Gate Global Advisors LLC | 0.05% | Add +1.4% | 719 | $430K |
| Hunter Associates Investment Management LLC | 0.06% | Add +1.0% | 717 | $427K |
| Riverview Capital Advisers, LLC | 0.14% | Add +0.3% | 714 | $427K |
| Meadow Creek Wealth Advisors LLC | 0.28% | New | 713 | $426K |
| Parkshore Wealth Management, Inc. | 0.14% | Add +6.4% | 712 | $426K |
| Measured Wealth Private Client Group, LLC | 0.12% | Add +16.8% | 711 | $425K |
| Octavia Wealth Advisors, LLC | 0.04% | Reduce -33.0% | 710 | $424K |
| Shepherd Financial Partners LLC | 0.04% | Reduce -3.1% | 708 | $423K |
| Willner & Heller, LLC | 0.31% | Add +16.2% | 703 | $420K |
| Ballast, Inc. | 0.10% | Add +15.8% | 703 | $420K |
| ProVise Management Group, LLC | 0.03% | Reduce -0.1% | 702 | $420K |
| Financial Life Planners | 0.32% | Add +0.1% | 701 | $419K |
| Curtis Advisory Group, LLC | 0.09% | Reduce -10.6% | 699 | $418K |
| Merkkuri Wealth Advisors LLC | 0.28% | Add +1.2% | 699 | $418K |
| Blume Capital Management, Inc. | 0.07% | Add +16.8% | 695 | $415K |
| Verde Capital Management | 0.09% | Reduce -14.0% | 693 | $414K |
| Shared Vision Wealth Group LLC | 0.17% | No change | 693 | $414K |
| Kingstone Capital Partners Texas, LLC | 0.25% | Add +0.3% | 692 | $414K |
| Seelaus Asset Management LLC | 0.30% | Add +24.7% | 692 | $414K |
| Grandview Asset Management LLC | 0.12% | Reduce -6.1% | 692 | $414K |
| Cadence Wealth Management LLC | 0.17% | Reduce -2.7% | 691 | $413K |
| Rockline Wealth Management, LLC | 0.09% | Add +83.0% | 690 | $412K |
| Antonelli Financial Advisors, LLC | 0.28% | Reduce -13.8% | 690 | $412K |
| Bright Financial Advisors, Inc. | 0.19% | No change | 688 | $411K |
| Samalin Investment Counsel, LLC | 0.15% | Reduce -1.7% | 687 | $411K |
| Advisor Resource Council | 0.16% | Reduce -0.7% | 687 | $411K |
| Golden Reserve Retirement LLC | 0.08% | Reduce -64.8% | 687 | $411K |
| RFG - Bristol Wealth Advisors, LLC | 0.11% | Add +0.1% | 686 | $410K |
| Oak Family Advisors, LLC | 0.13% | Reduce -2.4% | 686 | $410K |
| Kagan Cocozza Asset Management | 0.29% | No change | 685 | $409K |
| First Commonwealth Financial Corp | 0.07% | No change | 685 | $409K |
| Solitude Financial Services | 0.12% | New | 636 | $409K |
| Two West Capital Advisors LLC | 0.22% | Add +5.2% | 624 | $408K |
| Gilman Hill Asset Management, LLC | 0.06% | Add +8.4% | 683 | $408K |
| Greenup Street Wealth Management LLC | 0.06% | Add +4.1% | 683 | $408K |
| BankPlus Trust Department | 0.11% | No change | 682 | $408K |
| Inlet Private Wealth, LLC | 0.10% | Reduce -1.4% | 682 | $408K |
| Capstone Wealth Management, Inc. | 0.34% | No change | 673 | $407K |
| Cascade Wealth Advisors, Inc | 0.18% | Add +8.5% | 599 | $406K |
| Kimelman & Baird, LLC | 0.03% | No change | 679 | $406K |
| Ashford Advisors, LLC | 0.09% | Reduce -0.4% | 679 | $406K |
| Ruggiero Investments, Inc. | 0.39% | Add +3.2% | 679 | $406K |
| Winebrenner Capital Management LLC | 0.26% | Add +12.1% | 678 | $405K |
| Reynders McVeigh Capital Management, LLC | 0.02% | Add +47.9% | 679 | $405K |
| Northbridge Financial Group, LLC | 0.17% | Reduce -2.1% | 642 | $405K |
| Heritage Family Offices, LLP | 0.18% | New | 677 | $405K |
| Legacy Financial Group, Inc. | 0.11% | Reduce -0.3% | 677 | $404K |
| McDonough Capital Management, Inc | 0.22% | Reduce -10.9% | 676 | $404K |
| Tandem Capital Management Corp. | 0.20% | No change | 673 | $402K |
| Pekin Hardy Strauss, Inc. | 0.04% | Add +56.9% | 673 | $402K |
| Mirador Capital Partners LP | 0.06% | Reduce -19.4% | 671 | $401K |
| Patten Group, Inc. | 0.07% | Reduce -4.0% | 670 | $400K |
| Lauterbach Financial Advisors, LLC | 0.20% | Reduce -4.3% | 669 | $400K |
| MilWealth Group LLC | 0.09% | No change | 667 | $399K |
| Premier Path Wealth Partners, LLC | 0.05% | Reduce -76.4% | 667 | $398K |
| Juno Financial Group LLC | 0.16% | Reduce -15.5% | 665 | $397K |
| Security National Bank of So Dak | 0.19% | No change | 665 | $397K |
| Swisher Financial Concepts, Inc. | 0.22% | Add +19.4% | 665 | $397K |
| Demars Financial Group, LLC | 0.13% | No change | 664 | $397K |
| Bellwether Advisors, LLC | 0.07% | Add +0.6% | 660 | $395K |
| Prairiewood Capital, LLC | 0.11% | New | 660 | $394K |
| Andina Capital Management, LLC | 0.35% | Reduce -0.3% | 659 | $394K |
| Schmidt P J Investment Management Inc. | 0.07% | Reduce -13.3% | 658 | $393K |
| Shelton Capital Management | 0.01% | No change | 656 | $392K |
| Marin Bay Wealth Advisors, LLC | 0.24% | Add +84.2% | 654 | $391K |
| Wayfinding Financial, LLC | 0.17% | Reduce -26.3% | 656 | $391K |
| Essential Partners LLC | 0.13% | No change | 654 | $391K |
| Successful Portfolios LLC | 0.22% | Add +0.5% | 665 | $391K |
| Aviso Wealth Management | 0.18% | Reduce -40.7% | 653 | $390K |
| Mullooly Asset Management, Inc. | 0.14% | Reduce -6.3% | 652 | $390K |
| Leading Edge Financial Planning LLC | 0.08% | Add +11.6% | 652 | $390K |
| Xcelsior Advisor Partners LLC | 0.15% | New | 651 | $389K |
| Ledyard National Bank | 0.03% | Reduce -34.4% | 651 | $389K |
| Hobbs Group Advisors, LLC | 0.12% | Reduce -3.0% | 651 | $389K |
| TriaGen Wealth Management LLC | 0.11% | New | 650 | $388K |
| KTF Investments, LLC | 0.07% | Reduce -17.8% | 650 | $388K |
| KMG Fiduciary Partners, LLC | 0.03% | Add +9.2% | 650 | $388K |
| Cpwa, LLC | 0.46% | — | 571 | $388K |
| Bigelow Investment Advisors, LLC | 0.16% | No change | 649 | $388K |
| Sloy Dahl & Holst, LLC | 0.05% | Reduce -7.7% | 648 | $387K |
| USA Financial Formulas | 0.07% | Reduce -40.4% | 648 | $387K |
| Nalls Sherbakoff Group, LLC | 0.28% | Reduce -1.2% | 647 | $387K |
| Kilter Group LLC | 0.17% | No change | 646 | $386K |
| Cim, LLC | 0.06% | Reduce -1.2% | 645 | $385K |
| Argentarii, LLC | 0.13% | Add +0.6% | 642 | $384K |
| Westco Advisory Services Inc. | 0.25% | New | 642 | $384K |
| MinichMacGregor Wealth Management, LLC | 0.07% | Add +64.8% | 641 | $383K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | New | 640 | $382K |
| Courage Miller Partners, LLC | 0.11% | Add +21.5% | 639 | $382K |
| One Degree Advisors Inc | 0.10% | Add +29.1% | 639 | $381K |
| Catalina Capital Group, LLC | 0.23% | Add +21.8% | 637 | $380K |
| Suncoast Equity Management | 0.05% | Reduce -15.8% | 636 | $380K |
| Pinnacle Financial Group, LLC / IL | 0.10% | Add +0.2% | 636 | $380K |
| Perissos Private Wealth Management, LLC | 0.33% | Reduce -75.8% | 635 | $379K |
| Ellenbecker Investment Group | 0.05% | Reduce -3.8% | 634 | $379K |
| M1 Capital Management LLC | 0.17% | Add +2.8% | 634 | $379K |
| Allen Capital Group, LLC | 0.03% | Reduce -7.3% | 634 | $379K |
| Pioneer Wealth Management Group | 0.11% | Reduce -4.5% | 634 | $379K |
| Capital Counsel LLC | 0.02% | No change | 633 | $378K |
| Cutler Investment Counsel LLC | 0.04% | Add +3.8% | 633 | $378K |
| Lafayette Investments, Inc. | 0.08% | No change | 630 | $377K |
| Paragon Capital Management Ltd | 0.08% | No change | 628 | $375K |
| Stevens Capital Partners | 0.09% | Add +13.6% | 627 | $375K |
| Fortis Group Advisors, LLC | 0.06% | Reduce -71.9% | 590 | $375K |
| Financial Plan, Inc. | 0.04% | Reduce -8.6% | 627 | $375K |
| Hibernia Wealth Partners, LLC | 0.11% | Add +2.6% | 626 | $374K |
| Benedict Financial Advisors Inc. | 0.08% | Add +0.3% | 625 | $373K |
| Aljian Capital Management, LLC | 0.08% | New | 622 | $372K |
| KRS Capital Management, LLC | 0.23% | Add +0.2% | 619 | $370K |
| Prentice Wealth Management LLC | 0.08% | Add +1.6% | 619 | $370K |
| Butensky & Cohen Financial Security, Inc. | 0.10% | Reduce -3.3% | 618 | $369K |
| Custos Family Office, LLC | 0.25% | Reduce -24.9% | 614 | $367K |
| WPWealth LLP | 0.06% | Add +45.0% | 612 | $366K |
| Klein Pavlis & Peasley Financial, Inc. | 0.20% | Reduce -4.7% | 612 | $366K |
| Nestegg Advisors, Inc. | 0.32% | Reduce -1.1% | 612 | $365K |
| Sound Stewardship, LLC | 0.17% | No change | 611 | $365K |
| Chaney Capital Management, Inc. | 0.13% | Reduce -4.8% | 610 | $365K |
| Tepp RIA, LLC | 0.28% | Reduce -23.0% | 609 | $364K |
| Transcendent Capital Group LLC | 0.17% | Reduce -10.2% | 607 | $363K |
| Seaside Wealth Management, Inc. | 0.10% | No change | 607 | $363K |
| Rosenberg Matthew Hamilton | 0.07% | No change | 607 | $363K |
| Robbins Farley | 0.16% | Reduce -5.8% | 605 | $362K |
| Bond & Devick Financial Network, Inc. | 0.10% | Add +0.2% | 605 | $362K |
| Nabity-Jensen Investment Management Inc | 0.25% | Reduce -0.7% | 604 | $361K |
| Fagan Associates, Inc. | 0.05% | Reduce -3.5% | 604 | $361K |
| Financially in Tune, LLC | 0.31% | No change | 603 | $360K |
| Hobart Private Capital, LLC | 0.07% | No change | 601 | $359K |
| Pines Wealth Management, LLC | 0.12% | Reduce -16.1% | 600 | $359K |
| PeakShares LLC | 0.33% | No change | 600 | $359K |
| Benin Management CORP | 0.08% | No change | 600 | $359K |
| Richard C. Young & CO., LTD. | 0.03% | New | 600 | $359K |
| Centennial Wealth Advisory LLC | 0.09% | Add +25.1% | 599 | $358K |
| Mycio Wealth Partners, LLC | 0.07% | Add +0.2% | 598 | $358K |
| Hutchinson Capital Management | 0.07% | Reduce -52.8% | 597 | $357K |
| Silver Oak Wealth Advisors Services, LLC | 0.23% | Add +0.8% | 595 | $356K |
| Glass Wealth Management Co LLC | 0.14% | New | 594 | $355K |
| Evensky & Katz LLC | 0.02% | Reduce -14.0% | 595 | $355K |
| Resurgent Financial Advisors LLC | 0.13% | Reduce -0.3% | 594 | $355K |
| Owen LaRue, LLC | 0.14% | No change | 593 | $354K |
| Buska Wealth Management, LLC | 0.14% | Reduce -5.1% | 593 | $354K |
| Encompass More Asset Management | 0.06% | Reduce -16.0% | 592 | $354K |
| Laraway Financial Advisors Inc | 0.25% | Add +0.2% | 592 | $354K |
| Lincoln Capital LLC | 0.07% | Reduce -7.5% | 591 | $353K |
| Foronjy Financial LLC | 0.15% | Add +0.2% | 590 | $353K |
| LVM Capital Management Ltd. | 0.03% | Add +1.9% | 589 | $352K |
| White Knight Strategic Wealth Advisors, LLC | 0.30% | Add +16.9% | 589 | $352K |
| Scott & Selber, Inc. | 0.09% | Add +9.5% | 589 | $352K |
| Copley Financial Group, Inc. | 0.21% | Reduce -0.7% | 586 | $350K |
| Schnieders Capital Management, Llc. | 0.06% | Reduce -0.5% | 582 | $348K |
| Goldstein Advisors, LLC | 0.04% | Add +77.1% | 581 | $347K |
| Investment Partners Asset Management, Inc. | 0.21% | No change | 581 | $347K |
| High Point Wealth Management, LLC | 0.34% | Reduce -5.7% | 581 | $347K |
| PlanVest Financial, Inc | 0.26% | — | 580 | $347K |
| Walker Financial Services, Inc. | 0.12% | Add +6.0% | 580 | $347K |
| BDFS Capital LLC | 0.17% | Reduce -1.4% | 579 | $346K |
| Rubicon Advisors, GP | 0.31% | Add +1.4% | 578 | $346K |
| Financial Solutions Advisory Group, Inc. | 0.05% | — | 576 | $344K |
| DDD Partners, LLC | 0.02% | Add +1.2% | 576 | $344K |
| Cornerstone Enterprises, LLC | 0.17% | Reduce -1.9% | 575 | $344K |
| Mills Wealth Advisors LLC | 0.12% | Reduce -51.8% | 575 | $343K |
| Hedeker Wealth, LLC | 0.07% | Add +7.7% | 574 | $343K |
| Connors Investor Services Inc. | 0.03% | No change | 572 | $342K |
| Adell Harriman & Carpenter Inc. | 0.02% | No change | 572 | $342K |
| OMNI 360 Wealth, Inc. | 0.18% | Add +0.3% | 572 | $342K |
| Peck Wealth Management, LLC | 0.34% | No change | 569 | $340K |
| Virtus Family Office LLC | 0.29% | No change | 568 | $339K |
| Nvwm, LLC | 0.08% | Add +10.3% | 568 | $339K |
| Piscataqua Savings Bank | 0.24% | Add +1.1% | 568 | $339K |
| Conservest Capital Advisors, Inc. | 0.03% | No change | 566 | $338K |
| Bay Capital Advisors, LLC | 0.21% | Add +3.3% | 565 | $338K |
| CNB Bank | 0.14% | Add +18.9% | 565 | $338K |
| Cypress Capital, LLC | 0.10% | Add +0.4% | 565 | $337K |
| Prodigy Asset Management LLC | 0.11% | No change | 564 | $337K |
| VeraBank, N.A. | 0.06% | No change | 564 | $337K |
| Arkansas Financial Group, Inc. | 0.05% | New | 542 | $337K |
| Stone House Investment Management, LLC | 0.06% | Add +129.4% | 562 | $336K |
| Vermillion & White Wealth Management Group, LLC | 0.19% | Add +5.1% | 561 | $335K |
| ARK & TLK Investments, LLC | 0.09% | Add +22.2% | 561 | $335K |
| Rather & Kittrell, Inc. | 0.05% | New | 560 | $335K |
| Saranac Partners Ltd | 0.14% | Add +16.1% | 2,929 | $335K |
| Master's Wealth Management Inc. | 0.11% | Add +0.4% | 559 | $334K |
| Ayrshire Capital Management LLC | 0.17% | Reduce -11.9% | 556 | $332K |
| Clarkston Capital Partners, LLC | 0.03% | Reduce -95.3% | 556 | $332K |
| Forty-three Eighteen Advisors, LLC | 0.25% | No change | 556 | $332K |
| Accordant Advisory Group Inc | 0.21% | No change | 555 | $332K |
| HBE Wealth Management, LLC | 0.29% | No change | 554 | $331K |
| Thayer Financial, L.L.C. | 0.34% | No change | 553 | $330K |
| Rockport Wealth LLC | 0.06% | Reduce -0.2% | 553 | $330K |
| Commonwealth Financial Services, LLC | 0.05% | Add +18.4% | 552 | $330K |
| Sweeney & Michel, LLC | 0.10% | Reduce -4.4% | 523 | $330K |
| Darwin Wealth Management, LLC | 0.10% | No change | 550 | $329K |
| Estate Planners Group, LLC | 0.16% | No change | 549 | $328K |
| Hager Investment Management Services, LLC | 0.18% | Reduce -1.3% | 549 | $328K |
| Guidance Capital, Inc. | 0.07% | Add +0.8% | 493 | $328K |
| L. Roy Papp & Associates, LLP | 0.04% | Reduce -1.8% | 543 | $325K |
| Westchester Capital Management, Inc. | 0.07% | Reduce -5.7% | 543 | $324K |
| Overbrook Management Corp | 0.06% | Add +3.6% | 543 | $324K |
| Chancellor Financial Group WB LP | 0.23% | Add +2.5% | 541 | $323K |
| Ted Buchan & Co | 0.12% | New | 540 | $323K |
| Kensington Investment Counsel, LLC | 0.15% | New | 537 | $321K |
| Morse Asset Management, Inc | 0.07% | No change | 537 | $321K |
| Private Capital Advisors, Inc. | 0.04% | No change | 535 | $320K |
| Motco | 0.03% | Add +5.5% | 535 | $320K |
| Paces Ferry Wealth Advisors, LLC | 0.13% | Add +41.9% | 535 | $319K |
| Liberty Atlantic Advisors LLC | 0.27% | Reduce -16.1% | 535 | $319K |
| Atlantic Private Wealth, LLC | 0.21% | No change | 534 | $319K |
| Novak & Powell Financial Services, Inc. | 0.17% | No change | 532 | $318K |
| Patton Fund Management, Inc. | 0.05% | No change | 530 | $317K |
| Legacy Capital Group California, Inc. | 0.12% | Reduce -15.6% | 529 | $316K |
| Strid Group, LLC | 0.04% | Reduce -33.8% | 529 | $316K |
| Abner Herrman & Brock LLC | 0.03% | Add +19.2% | 528 | $316K |
| Cushing Capital Partners, LLC | 0.24% | No change | 528 | $316K |
| Emergent Wealth Advisors, LLC | 0.19% | No change | 528 | $316K |
| Emerald Investment Advisers, LLC | 0.03% | — | 527 | $315K |
| Arq Wealth Advisors, LLC | 0.06% | Add +5.2% | 526 | $315K |
| Seneca House Advisors | 0.12% | Reduce -1.1% | 526 | $314K |
| Semus Wealth Partners LLC | 0.18% | Add +0.4% | 526 | $314K |
| E6 Portfolios, LLC | 0.33% | Add +2.3% | 525 | $314K |
| Rogco, LP | 0.10% | No change | 525 | $314K |
| SVRN Asset Management, LLC | 0.30% | Reduce -0.9% | 524 | $313K |
| Higgins & Schmidt Wealth Strategies LLC | 0.14% | Reduce -4.7% | 524 | $313K |
| Knights of Columbus Asset Advisors LLC | 0.02% | Reduce -6.1% | 524 | $313K |
| Aurdan Capital Management, LLC | 0.09% | Reduce -8.4% | 524 | $313K |
| Ullmann Wealth Partners Group, LLC | 0.03% | Reduce -49.8% | 523 | $313K |
| Timmons Wealth Management, LLC | 0.30% | Add +9.9% | 523 | $312K |
| Benson Investment Management Company, Inc. | 3.12% | Add +3.8% | 521 | $311K |
| Harpswell Capital Advisors, LLC | 0.23% | Reduce -1.7% | 521 | $311K |
| Lunt Capital Management, Inc. | 0.12% | Reduce -11.5% | 521 | $311K |
| Gibbs Wealth Management | 0.04% | New | 520 | $311K |
| Littlejohn Financial Services, Inc. | 0.23% | No change | 520 | $311K |
| Moller Wealth Partners | 0.06% | No change | 520 | $311K |
| Parkside Investments, LLC | 0.04% | No change | 516 | $308K |
| Independent Wealth Advisors LLC | 0.30% | Add +38.5% | 514 | $307K |
| TopTier Wealth Management, LLC | 0.19% | Reduce -28.1% | 513 | $307K |
| Hofer & Associates. Inc | 0.16% | No change | 513 | $307K |
| Carolina Wealth Advisors, LLC | 0.13% | Reduce -0.2% | 513 | $307K |
| Boulder Wealth Advisors, LLC | 0.12% | No change | 513 | $307K |
| Gen-Wealth Partners Inc | 0.10% | Reduce -12.6% | 512 | $306K |
| J.E. Simmons & Co., P.C. | 0.20% | Reduce -1.5% | 512 | $306K |
| Hidden Cove Wealth Management, LLC | 0.20% | Reduce -3.4% | 510 | $305K |
| New Perspectives, Inc | 0.11% | Add +0.4% | 509 | $304K |
| Mid-American Wealth Advisory Group, Inc. | 0.13% | No change | 484 | $303K |
| Access Financial Services, Inc. | 0.11% | Reduce -0.4% | 507 | $303K |
| Heck Capital Advisors, LLC | 0.02% | Add +0.4% | 507 | $303K |
| Pinnacle Wealth Management Group, Inc. | 0.15% | No change | 506 | $302K |
| Westwood Wealth Management | 0.12% | New | 506 | $302K |
| Tulsa Wealth Advisors, INC | 0.05% | New | 505 | $302K |
| W Advisors, LLC | 0.15% | Reduce -4.5% | 504 | $302K |
| Lebenthal Global Advisors, LLC | 0.04% | Reduce -6.0% | 504 | $301K |
| American Financial Advisors, LLC | 0.04% | Add +4.1% | 504 | $301K |
| William John Sempolinski | 0.15% | Add +37.8% | 503 | $300K |
| Cornerstone Advisors Asset Management, LLC | 0.05% | Add +8.2% | 502 | $300K |
| RDA Financial Network | 0.07% | Reduce -9.9% | 501 | $300K |
| East Coast Asset Management, LLC. | 0.10% | No change | 500 | $299K |
| Ehrlich Financial Group | 0.17% | Add +7.8% | 499 | $298K |
| Asempa Wealth Advisors | 0.26% | Add +8.8% | 494 | $298K |
| Allodium Investment Consultants, LLC | 0.14% | Add +0.2% | 498 | $298K |
| Avaii Wealth Management, LLC | 0.10% | Add +6.0% | 497 | $297K |
| Joule Financial, LLC | 0.09% | No change | 497 | $297K |
| Valley National Advisers Inc. | 0.04% | Reduce -60.4% | 495 | $295K |
| Legacy Wealth Management, LLC | 0.02% | Add +10.3% | 493 | $295K |
| Hamilton Capital Partners, LLC | 0.09% | New | 492 | $294K |
| Rodgers & Associates, LTD | 0.03% | No change | 492 | $294K |
| Clarendon Private LLC | 0.23% | Reduce -5.2% | 492 | $294K |
| Yardley Wealth Management LLC | 0.15% | Add +3.4% | 491 | $293K |
| LWM Advisory Services, LLC | 0.31% | Reduce -16.7% | 489 | $292K |
| Fluent Financial, LLC | 0.11% | No change | 463 | $292K |
| Pacific Wealth Management | 0.16% | Reduce -4.5% | 487 | $291K |
| Belvedere Trading LLC | 0.04% | New | 487 | $291K |
| MB Generational Wealth, LLC | 0.16% | No change | 486 | $290K |
| Portfolio Strategies, Inc. | 0.04% | Add +7.1% | 484 | $289K |
| BKM Wealth Management, LLC | 0.11% | Add +1.7% | 484 | $289K |
| Ahara Advisors LLC | 0.24% | Add +6.4% | 483 | $289K |
| Columbia Bank | 0.08% | New | 483 | $289K |
| Curio Wealth, LLC | 0.10% | Reduce -0.4% | 480 | $287K |
| Jackson Thornton Wealth Management, LLC | 0.03% | Add +0.4% | 459 | $287K |
| Horizon Wealth Management, LLC | 0.04% | New | 480 | $287K |
| WMG Financial Advisors, LLC | 0.12% | Reduce -6.8% | 478 | $286K |
| Tanglewood Legacy Advisors, LLC | 0.10% | No change | 478 | $286K |
| Waycross Investment Management Co | 0.27% | Reduce -1.0% | 476 | $284K |
| Sachetta, LLC | 0.15% | Add +70.5% | 474 | $283K |
| Centerpoint Advisors, LLC | 0.09% | No change | 473 | $283K |
| Strategic Equity Management | 0.11% | No change | 473 | $283K |
| Great Waters Wealth Management | 0.03% | Add +2.8% | 473 | $283K |
| Whipplewood Advisors, LLC | 0.15% | Add +2.4% | 473 | $283K |
| Hilltop Wealth Advisors, LLC | 0.17% | Reduce -1.3% | 471 | $281K |
| Fairfield, Bush & Co. | 0.16% | Reduce -2.1% | 470 | $281K |
| McNamara Financial Services, Inc. | 0.05% | Reduce -2.1% | 470 | $281K |
| Blue Fin Capital, Inc. | 0.05% | Reduce -0.8% | 469 | $281K |
| Sacks & Associates, LLC | 0.21% | Add +6.3% | 470 | $281K |
| Leeward Financial Partners, LLC | 0.08% | Add +0.4% | 468 | $279K |
| Riverwater Partners LLC | 0.09% | New | 468 | $279K |
| Salus Financial Advisors, LLC | 0.16% | Add +1.7% | 468 | $279K |
| O'ROURKE & COMPANY, Inc | 0.11% | Reduce -6.6% | 468 | $279K |
| Harvest Investment Services, LLC | 0.05% | Reduce -18.0% | 465 | $278K |
| ZEGA Investments, LLC | 0.05% | Add +30.3% | 465 | $278K |
| BlueSky Wealth Advisors, LLC | 0.04% | Reduce -12.1% | 463 | $277K |
| Anderson Financial Strategies, LLC | 0.15% | New | 416 | $277K |
| Platt Investment Counsel, LLC | 0.21% | No change | 463 | $277K |
| Monarch Capital Management Inc. | 0.07% | Reduce -16.3% | 461 | $275K |
| American National Bank & Trust | 0.03% | Reduce -6.1% | 461 | $275K |
| Riverstone Advisors, LLC | 0.14% | No change | 460 | $275K |
| Three Arch Wealth Management LLC | 0.05% | Add +9.6% | 459 | $274K |
| Red Reef Advisors LLC | 0.29% | Reduce -0.2% | 459 | $274K |
| Adkins Seale Capital Management LLC | 0.27% | Add +3.1% | 459 | $274K |
| Canandaigua National Trust Co of Florida | 0.22% | Reduce -28.3% | 458 | $274K |
| OakTrust Wealth Advisors, LLC | 0.25% | No change | 457 | $273K |
| McGlone Suttner Wealth Management, Inc. | 0.04% | New | 455 | $272K |
| Elite Wealth Management, Inc. | 0.09% | Reduce -26.1% | 454 | $271K |
| Golden Bell Financial Planning LLC | 0.22% | Reduce -4.6% | 453 | $271K |
| Windsor Capital Management, LLC | 0.08% | Reduce -0.9% | 453 | $271K |
| Prudent Investors Network, Inc. | 0.06% | Reduce -50.3% | 453 | $271K |
| Darden Wealth Group Inc | 0.14% | Reduce -61.6% | 452 | $270K |
| ARS Investment Partners, LLC | 0.01% | New | 451 | $269K |
| M. Kraus & Co | 0.08% | No change | 450 | $269K |
| RIA Advisory Group LLC | 0.07% | Reduce -3.2% | 449 | $269K |
| Tenret Co LLC | 0.13% | No change | 449 | $268K |
| Ramirez Asset Management, Inc. | 0.03% | No change | 448 | $268K |
| Evelyn Partners Investment Management Services Ltd | 0.03% | No change | 448 | $268K |
| J. L. Bainbridge & Co., Inc. | 0.02% | Reduce -11.5% | 448 | $268K |
| Retirement Investment Advisors, Inc. | 0.02% | New | 434 | $266K |
| Tempus Wealth Planning, LLC | 0.06% | Add +7.0% | 444 | $266K |
| Outlook Wealth Advisors, LLC | 0.06% | No change | 444 | $265K |
| Aire Advisors, LLC | 0.05% | Add +7.5% | 444 | $265K |
| Affinity Wealth Management LLC | 0.04% | No change | 443 | $265K |
| Core Wealth Advisors, LLC | 0.20% | Add +0.2% | 443 | $265K |
| Net Worth Advisory Group | 0.05% | Add +0.9% | 441 | $264K |
| SevenBridge Financial Group, LLC | 0.04% | No change | 403 | $264K |
| Birchcreek Wealth Management, LLC | 0.13% | No change | 441 | $263K |
| Silvia McColl Wealth Management, LLC | 0.17% | New | 440 | $263K |
| Flagship Private Wealth, LLC | 0.11% | Add +5.5% | 439 | $263K |
| Greater Midwest Financial Group, LLC | 0.14% | Reduce -10.4% | 439 | $262K |
| Planning Center, Inc. | 0.03% | No change | 439 | $262K |
| ESL Trust Services, LLC | 0.05% | No change | 439 | $262K |
| Sunrise Financial Services, LLC | 0.19% | Reduce -27.8% | 439 | $262K |
| Dopkins Wealth Management, LLC | 0.11% | New | 439 | $262K |
| Maltin Wealth Management, Inc. | 0.10% | Reduce -14.6% | 439 | $262K |
| Bernzott Capital Advisors | 0.13% | No change | 438 | $262K |
| Meritas Wealth Management, LLC | 0.12% | Reduce -6.6% | 437 | $261K |
| Powell Investment Advisors, LLC | 0.09% | Add +4.5% | 437 | $261K |
| Sawgrass Asset Management LLC | 0.04% | No change | 437 | $261K |
| Archvest Wealth Advisors, Inc. | 0.17% | Add +31.4% | 435 | $260K |
| Summitry LLC | 0.01% | Reduce -73.0% | 434 | $259K |
| Centennial Advisors, LLC | 0.33% | Add +2.4% | 433 | $259K |
| VELA Investment Management, LLC | 0.07% | New | 433 | $259K |
| Bayshore Asset Management, LLC | 0.10% | No change | 432 | $258K |
| Seaview Investment Managers LLC | 0.09% | Add +15.2% | 432 | $258K |
| DUTCH ASSET Corp | 0.17% | New | 430 | $257K |
| Altus Wealth Group LLC | 0.11% | No change | 430 | $257K |
| James Reed Financial Services, Inc. | 0.22% | No change | 430 | $257K |
| Wall Capital Group, Inc. | 0.27% | Reduce -32.1% | 429 | $256K |
| Greykasell Wealth Strategies, Inc. | 0.10% | Reduce -1.2% | 427 | $255K |
| Team Hewins, LLC | 0.08% | Reduce -52.1% | 427 | $255K |
| Bull Oak Capital, LLC | 0.10% | No change | 427 | $255K |
| Kuhn & Co Investment Counsel | 0.16% | Add +0.5% | 427 | $255K |
| New World Advisors LLC | 0.04% | No change | 426 | $255K |
| FORM Wealth Advisors, LLC | 0.03% | No change | 426 | $255K |
| Portfolio Resources Advisor Group, Inc. | 0.25% | No change | 425 | $254K |
| Red Tortoise LLC | 0.11% | Add +0.2% | 424 | $253K |
| Traub Capital Management LLC | 0.25% | Add +0.2% | 423 | $253K |
| Bernicke Wealth Management, Ltd. | 0.03% | Add +4.2% | 422 | $252K |
| Wealth Preservation Advisors, LLC | 0.21% | Reduce -1.4% | 422 | $252K |
| LVZ, Inc. | 0.03% | Add +1.2% | 422 | $252K |
| S&co Inc. | 0.02% | No change | 423 | $252K |
| Riggs Asset Managment Co. Inc. | 0.05% | Add +0.2% | 418 | $250K |
| Gratus Wealth Advisors, LLC | 0.04% | No change | 418 | $250K |
| Imprint Wealth LLC | 1.14% | Reduce -79.3% | 418 | $250K |
| Christine Messmer PC | 0.16% | Add +0.5% | 417 | $249K |
| Stephenson & Company, Inc. | 0.14% | Reduce -2.1% | 417 | $249K |
| Monetary Solutions, Ltd | 0.24% | Add +13.7% | 416 | $249K |
| Sicart Associates LLC | 0.06% | No change | 416 | $249K |
| Wills Financial Group LLC | 0.09% | New | 364 | $248K |
| Variant Private Wealth, LLC | 0.30% | New | 416 | $248K |
| Kennebec Savings Bank | 0.22% | Reduce -68.4% | 415 | $248K |
| Karras Company, Inc. | 0.25% | Add +27.4% | 414 | $248K |
| Westside Investment Management, Inc. | 0.04% | Reduce -15.3% | 414 | $247K |
| Paulson Wealth Management Inc. | 0.06% | Add +0.2% | 414 | $247K |
| WealthPLAN Partners, LLC | 0.05% | Reduce -54.2% | 413 | $247K |
| Northside Capital Management, LLC | 0.02% | Reduce -27.4% | 413 | $247K |
| Planwiser Financial, LLC | 0.18% | No change | 384 | $247K |
| Financial Guidance Group, Inc. | 0.10% | No change | 413 | $247K |
| Matrix Private Capital Group LLC | 0.12% | Add +122.0% | 413 | $247K |
| Avise Financial Cooperative, Inc. | 0.21% | New | 413 | $247K |
| Fogel Capital Management, Inc. | 0.11% | Add +4.0% | 412 | $246K |
| Private Management Group Inc. | 0.01% | Reduce -4.6% | 411 | $246K |
| Seneca Financial Advisors LLC | 0.07% | Add +0.2% | 411 | $245K |
| Auxano Advisors, LLC | 0.05% | New | 410 | $245K |
| Bayban | 0.21% | Reduce -50.0% | 409 | $244K |
| Daytona Street Capital LLC | 0.19% | Add +25.9% | 403 | $244K |
| PUREfi Wealth, LLC | 0.16% | No change | 407 | $243K |
| Harbour Wealth Management Group, Inc. | 0.18% | Reduce -34.1% | 407 | $243K |
| Alternative Investment Advisors, LLC. | 0.11% | Add +12.2% | 405 | $243K |
| Arbor Trust Wealth Advisors, LLC | 0.11% | Reduce -12.7% | 406 | $243K |
| Prudent Man Investment Management, Inc. | 0.08% | No change | 386 | $242K |
| Cedar Point Capital Partners, LLC | 0.16% | No change | 405 | $242K |
| Searle & Co. | 0.06% | No change | 405 | $242K |
| Brown Miller Wealth Management, LLC | 0.07% | Reduce -14.0% | 405 | $242K |
| CBIZ Investment Advisory Services, LLC | 0.01% | Reduce -25.8% | 405 | $242K |
| Ramsay, Stattman, Vela & Price, Inc. | 0.05% | Add +8.6% | 404 | $242K |
| Gray Private Wealth, LLC | 0.12% | Add +12.2% | 404 | $242K |
| Decker Wealth Management LLC | 0.05% | Reduce -19.8% | 404 | $241K |
| Mission Hills Financial Advisory, LLC | 0.12% | Add +24.8% | 403 | $241K |
| Orleans Capital Management Corp. | 0.16% | No change | 403 | $241K |
| Core Wealth Management, Inc. | 0.07% | Add +3.1% | 401 | $240K |
| Gilliland Jeter Wealth Management LLC | 0.07% | Reduce -10.7% | 401 | $240K |
| RWQ Financial Management Services, Inc. | 0.16% | New | 400 | $239K |
| General Partner, Inc. | 0.15% | No change | 400 | $239K |
| David J Yvars Group | 0.13% | No change | 399 | $239K |
| Howard Bailey Securities, LLC | 0.10% | Reduce -26.3% | 399 | $238K |
| Absolute Capital Management, LLC | 0.08% | Add +1.8% | 399 | $238K |
| Jacobson & Schmitt Advisors, LLC | 0.04% | New | 399 | $238K |
| Bravias Capital Group, LLC | 0.16% | No change | 399 | $238K |
| Trexquant Investment LP | 0.00% | Reduce -32.3% | 397 | $237K |
| Samlyn Capital, LLC | 0.00% | Reduce -3.6% | 396 | $237K |
| Cane Capital Partners, LLC | 0.10% | Add +5.3% | 396 | $237K |
| MRWM Advisors, LLC | 0.13% | Reduce -11.2% | 395 | $236K |
| Verisail Partners, LLC | 0.10% | New | 395 | $236K |
| Cowa, LLC | 0.07% | No change | 394 | $235K |
| Satovsky Asset Management LLC | 0.04% | Add +0.3% | 393 | $235K |
| Live Oak Private Wealth LLC | 0.03% | Add +9.2% | 391 | $234K |
| Dempze Nancy E | 0.13% | Reduce -14.7% | 390 | $233K |
| Price Financial Group Wealth Management, Inc | 3.84% | Add +0.3% | 357 | $233K |
| RMR Capital Management, LLC | 0.17% | Reduce -2.3% | 387 | $232K |
| Field & Main Bank | 0.07% | Add +20.2% | 387 | $231K |
| Diversify Advisory Services, LLC | 0.04% | Reduce -99.5% | 353 | $231K |
| Carr Financial Group Corp | 0.06% | Add +1.6% | 386 | $231K |
| Oakmont Investment Advisors, Inc. | 0.21% | Add +3.5% | 386 | $231K |
| Buck Wealth Strategies, LLC | 0.03% | Add +1.3% | 385 | $230K |
| Endowment Wealth Management, Inc. | 0.10% | Add +0.8% | 384 | $230K |
| Sun Group Wealth Partners | 0.18% | Reduce -5.4% | 384 | $229K |
| Signature Wealth Management Partners, LLC | 0.11% | Add +0.3% | 382 | $228K |
| Barnett & Company, Inc. | 0.18% | New | 382 | $228K |
| Taylor Securities Services, Inc. | 0.11% | New | 382 | $228K |
| Poinciana Advisors Group, LLC | 0.18% | No change | 382 | $228K |
| Grove Street Fiduciary, LLC | 0.10% | Reduce -25.2% | 382 | $228K |
| Jeter Robert S II | 0.23% | — | 336 | $228K |
| Pacific Sage Partners, LLC | 0.04% | Add +1.3% | 381 | $228K |
| Global Trust Wealth Management LLC | 0.17% | Add +12.1% | 381 | $228K |
| Cogent Strategic Wealth LLC | 0.23% | No change | 380 | $227K |
| Simmons Bank | 0.02% | Add +14.5% | 380 | $227K |
| S.E.E.D. Planning Group LLC | 0.07% | New | 379 | $226K |
| Independent Solutions Wealth Management, LLC | 0.03% | New | 379 | $226K |
| Montis Financial, LLC | 0.05% | Reduce -14.5% | 378 | $226K |
| Waterford Advisors, LLC | 0.07% | Reduce -17.5% | 387 | $225K |
| Bright Futures Wealth Management, LLC. | 0.15% | Add +13.9% | 376 | $225K |
| Tenzing Financial LLC | 0.17% | Add +6.0% | 356 | $225K |
| Inlight Wealth Management, LLC | 0.08% | Add +1.4% | 374 | $224K |
| Valicenti Advisory Services Inc. | 0.05% | No change | 374 | $223K |
| Bellecapital International Ltd. | 0.04% | New | 372 | $222K |
| L2 Asset Management, LLC | 0.02% | New | 372 | $222K |
| Napier Financial, LLC | 0.05% | New | 370 | $221K |
| Altiora Financial Group, LLC | 0.04% | New | 369 | $220K |
| WESPAC Advisors SoCal, LLC | 0.05% | Reduce -51.5% | 368 | $220K |
| Randolph Co Inc | 0.02% | No change | 368 | $220K |
| Briggs Wealth Management, Inc | 0.23% | No change | 367 | $219K |
| Arvest Bank Trust Division | 0.01% | No change | 366 | $219K |
| Mainsail Asset Management, LLC | 0.10% | Reduce -23.9% | 366 | $219K |
| ONE Advisory Partners, LLC | 0.07% | Reduce -5.7% | 365 | $218K |
| Banque Transatlantique SA | 0.01% | No change | 365 | $218K |
| TRB Wealth Management, LLC | 0.03% | — | 364 | $217K |
| Astoria Portfolio Advisors LLC. | 0.05% | New | 329 | $216K |
| Mason & Associates, LLC | 0.05% | Add +5.8% | 362 | $216K |
| Union Savings Bank | 0.09% | No change | 362 | $216K |
| Hiley Hunt Wealth Management | 0.10% | Add +0.6% | 362 | $216K |
| Hilltop Partners LLC | 0.06% | Add +1.1% | 362 | $216K |
| Purewater Capital LLC | 0.21% | — | 361 | $216K |
| Capital Planning LLC | 0.07% | New | 360 | $215K |
| Innealta Capital, LLC | 0.13% | New | 360 | $215K |
| PCB Capital LLC | 0.33% | New | 356 | $212K |
| Sonoma Private Wealth LLC | 0.26% | No change | 355 | $212K |
| Compass Financial Group, Inc. | 0.10% | No change | 355 | $212K |
| Protective Life Corp. | 0.70% | New | 354 | $212K |
| SKY-Mountain Capital Management, Inc. | 0.15% | Reduce -0.6% | 353 | $211K |
| Wealth Analytics Partners, LLC | 0.09% | Add +0.3% | 352 | $210K |
| Rock Point Advisors, LLC | 0.06% | New | 352 | $210K |
| Boomfish Wealth Group, LLC | 0.11% | No change | 351 | $210K |
| M Wealth Management, LLC | 0.18% | No change | 350 | $209K |
| Pin Oak Investment Advisors Inc. | 0.15% | Add +9.4% | 349 | $209K |
| Roman Butler Fullerton & Co. | 0.06% | New | 336 | $209K |
| Cadinha & Co. LLC | 0.04% | Reduce -2.8% | 349 | $209K |
| Gerber, LLC | 0.12% | Add +0.3% | 347 | $208K |
| Stewardship Concepts Financial Services LLC | 0.16% | No change | 347 | $207K |
| Dynamic Financial Group | 0.17% | Add +3.9% | 346 | $207K |
| Hummer Financial Advisory Services Inc | 0.15% | Reduce -21.8% | 345 | $206K |
| Grant Street Asset Management, Inc. | 0.04% | Add +3.3% | 345 | $206K |
| Intergy Private Wealth, LLC | 0.06% | Add +2.7% | 344 | $206K |
| Atlas Brown,Inc. | 0.06% | No change | 344 | $206K |
| Banque Cantonale Vaudoise | 0.01% | No change | 343 | $205K |
| Provident Wealth Management, LLC | 0.06% | No change | 343 | $205K |
| American Money Management, LLC | 0.03% | Add +0.3% | 343 | $205K |
| Archer Investment Management, LLC | 0.09% | Reduce -0.6% | 342 | $204K |
| Triune Financial Partners, LLC | 0.05% | Add +0.6% | 341 | $203K |
| Beaton Management Co. Inc. | 0.09% | No change | 340 | $203K |
| Armstrong Henry H Associates Inc. | 0.02% | Add +0.9% | 339 | $203K |
| Sterling Financial Planning, Inc. | 0.06% | Reduce -0.6% | 337 | $201K |
| McCartney Wealth Management LLC | 0.17% | Add +0.3% | 336 | $201K |
| Mindset Wealth Management, LLC | 0.05% | No change | 336 | $201K |
| Dean, Jacobson Financial Services, LLC | 0.12% | Add +4.3% | 336 | $201K |
| Marathon Capital Management | 0.05% | Reduce -6.7% | 336 | $200K |
| New Harbor Financial Group, LLC | 0.04% | New | 335 | $200K |
| NBZ Investment Advisors LLC | 0.09% | No change | 333 | $199K |
| Thompson Investment Management, Inc. | 0.03% | Add +513.0% | 331 | $198K |
| Tiemann Investment Advisors, LLC | 0.08% | No change | 331 | $198K |
| Dorato Capital Management | 0.14% | No change | 309 | $192K |
| Spirit of America Management Corp. | 0.04% | Reduce -7.6% | 304 | $192K |
| Legacy Wealth Managment, LLC | 0.09% | Add +258.4% | 319 | $191K |
| POM Investment Strategies, LLC | 0.23% | Add +129.0% | 316 | $189K |
| IFG Advisory, LLC | 0.53% | Reduce -99.5% | 308 | $184K |
| Kings Path Partners LLC | 0.06% | Add +2.0% | 308 | $184K |
| Wagner Wealth Management, LLC | 0.04% | Reduce -2.2% | 305 | $182K |
| John A. Wolfe & Associates, Inc. | 0.28% | Reduce -20.5% | 303 | $181K |
| Key Capital Management, INC | 0.12% | Reduce -23.4% | 302 | $180K |
| Davis Capital Management | 0.12% | Add +2.7% | 301 | $180K |
| Bullock Wealth Management Group | 0.09% | No change | 297 | $179K |
| Cardinal Capital Management | 0.02% | New | 297 | $177K |
| Knuff & Co LLC | 0.05% | Reduce -18.5% | 296 | $177K |
| Roxbury Financial LLC | 0.16% | No change | 291 | $174K |
| Ironwood Wealth Management, LLC. | 0.05% | Reduce -18.5% | 287 | $171K |
| Clayton Financial Group LLC | 0.09% | Reduce -63.2% | 286 | $171K |
| Your Advocates Ltd., LLP | 0.05% | Reduce -7.2% | 282 | $169K |
| Financial Management Professionals, Inc. | 0.02% | Reduce -99.5% | 282 | $168K |
| Aspect Partners, LLC | 0.07% | No change | 280 | $167K |
| Cornerstone Financial Management LLC | 0.15% | No change | 270 | $161K |
| 2UniFi Bank | 0.08% | Reduce -5.0% | 265 | $158K |
| Jackson Hole Capital Partners, LLC | 0.03% | No change | 265 | $158K |
| Frisco Financial Planning LLC | 0.13% | Add +1.2% | 262 | $156K |
| Wall Street Financial Group, Inc. | 0.09% | New | 247 | $148K |
| Fourth Dimension Wealth, LLC | 0.06% | Reduce -59.5% | 245 | $146K |
| REAP Financial Group, LLC | 0.03% | No change | 243 | $145K |
| Elevation Wealth Partners, LLC | 0.05% | No change | 239 | $143K |
| Rowlandmiller & Partners.adv | 0.03% | Reduce -1.3% | 236 | $141K |
| Wallace Hart LLC | 0.19% | No change | 230 | $137K |
| West Branch Capital LLC | 0.04% | Reduce -56.6% | 229 | $137K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -91.3% | 229 | $137K |
| Chelsea Counsel Co. | 0.06% | No change | 228 | $136K |
| Chesapeake Asset Management LLC | 0.11% | Reduce -50.4% | 225 | $135K |
| Longview Financial Advisors, Inc. | 0.08% | New | 224 | $134K |
| Copia Wealth Management | 0.09% | Reduce -38.4% | 221 | $132K |
| Marshall & Sterling Wealth Advisors Inc. | 0.09% | Add +4.3% | 221 | $132K |
| Frankly Finances, LLC | 0.12% | No change | 220 | $131K |
| Breakwater Investment Management | 0.05% | No change | 219 | $131K |
| Capital Investment Counsel, Inc | 0.02% | Reduce -8.5% | 215 | $128K |
| Legal & General Group Plc | 0.00% | Reduce -52.3% | 205 | $123K |
| McMillan Office, Inc. | 0.02% | No change | 204 | $122K |
| Truvestments Capital LLC | 0.02% | No change | 202 | $121K |
| Bernard Wealth Management Corp. | 0.05% | Add +294.1% | 201 | $120K |
| Centennial Bank | 0.04% | Reduce -10.7% | 200 | $120K |
| Gold Investment Management Ltd. | 0.04% | No change | 199 | $119K |
| Beacon Financial Strategies CORP | 0.07% | No change | 198 | $119K |
| 1620 Investment Advisors, Inc. | 0.08% | Add +73.7% | 198 | $118K |
| Game Plan Financial Advisors, LLC | 0.05% | Reduce -2.0% | 197 | $118K |
| Bulwark Capital Corp | 0.07% | Reduce -75.7% | 196 | $117K |
| Pension & Wealth Management Advisors, Inc. | 0.03% | Add +2.1% | 192 | $115K |
| Pinney & Scofield, Inc. | 0.06% | Add +0.5% | 186 | $111K |
| WPG Advisers, LLC | 0.08% | Reduce -2.6% | 185 | $111K |
| Miller Capital Partners, Inc. | 0.05% | No change | 185 | $111K |
| NorthAvenue LLC | 0.09% | No change | 182 | $109K |
| Elevated Capital Advisors, LLC | 0.03% | Reduce -94.8% | 175 | $105K |
| Sherman Asset Management, Inc. | 0.10% | Add +98.8% | 173 | $103K |
| Dogwood Wealth Management LLC | 0.04% | No change | 173 | $103K |
| Bank & Trust Co | 0.07% | No change | 172 | $103K |
| True Wealth Design, LLC | 0.03% | Add +344.7% | 169 | $101K |
| Godfrey Financial Associates, Inc. | 0.09% | No change | 168 | $100K |
| Axiom Investment Management LLC | 0.07% | — | 165 | $98K |
| GGM Financial LLC | 0.05% | No change | 164 | $98K |
| Advisortrust Partners, LLC | 0.04% | New | 163 | $97K |
| Bitterroot Capital Advisors LLC | 0.06% | No change | 161 | $96K |
| Capital Advisors, Ltd. LLC | 0.01% | Reduce -26.1% | 161 | $96K |
| CGC Financial Services, LLC | 0.03% | Reduce -86.9% | 159 | $95K |
| LM Advisors LLC | 0.52% | Reduce -1.4% | 56,117 | $94K |
| Godsey & Gibb, Inc. | 0.01% | Reduce -4.3% | 156 | $93K |
| Chung Wu Investment Group, LLC | 0.08% | No change | 150 | $90K |
| Acima Private Wealth, LLC | 0.03% | No change | 150 | $90K |
| Woodard & Co. Asset Management Group Inc. | 0.01% | Reduce -1.3% | 150 | $90K |
| Mechanics Financial Corp | 0.04% | No change | 149 | $89K |
| Covestor Ltd | 0.06% | Reduce -29.1% | 149 | $89K |
| Weaver Capital Management LLC | 0.02% | No change | 147 | $88K |
| Goodman Advisory Group, LLC | 0.02% | Reduce -4.0% | 144 | $86K |
| PFS Partners, LLC | 0.04% | Reduce -25.4% | 144 | $86K |
| Noble Wealth Management PBC | 0.04% | Reduce -56.2% | 141 | $84K |
| Vision Financial Markets LLC | 0.08% | No change | 141 | $84K |
| CDKV Holdings LLC | 0.07% | No change | 139 | $83K |
| Cordant, Inc. | 0.03% | Add +17.2% | 136 | $81K |
| Atwood & Palmer Inc. | 0.00% | Reduce -20.6% | 135 | $81K |
| Lummis Asset Management, LP | 0.05% | No change | 133 | $79K |
| IFS Advisors, LLC | 0.04% | No change | 132 | $79K |
| Founders Capital Management | 0.04% | No change | 128 | $76K |
| BankChampaign, National Association | 0.07% | New | 118 | $71K |
| Transce3nd, LLC | 0.60% | No change | 114 | $68K |
| Navigoe, LLC | 0.04% | No change | 114 | $68K |
| Team Financial Group, LLC | 0.03% | No change | 111 | $66K |
| Financial Network Wealth Advisors LLC | 0.07% | Add +58.6% | 111 | $66K |
| Quaker Wealth Management, LLC | 0.02% | Reduce -44.7% | 110 | $66K |
| Lynch Asset Management, Inc. | 0.02% | No change | 110 | $66K |
| Zeit Capital LLC | 0.04% | Add +4.9% | 107 | $64K |
| Lavaca Capital LLC | 0.01% | Reduce -96.4% | 107 | $64K |
| Morton Brown Family Wealth, LLC | 0.02% | New | 106 | $63K |
| Redwood Park Advisors LLC | 0.05% | Add +63.1% | 106 | $63K |
| Westend Capital Management, LLC | 0.02% | Reduce -53.2% | 102 | $61K |
| Investors Portfolio Services LLC | 0.06% | No change | 101 | $61K |
| 1 North Wealth Services LLC | 0.02% | Reduce -35.3% | 101 | $60K |
| FWL Investment Management, LLC | 0.01% | Reduce -16.7% | 100 | $60K |
| Harbor Asset Planning, Inc. | 0.05% | No change | 98 | $59K |
| SIMA Wealth Partners, LLC | 0.04% | Reduce -9.3% | 98 | $59K |
| Horizon Bancorp Inc. | 0.03% | New | 96 | $57K |
| Hoey Investments, Inc. | 0.01% | New | 95 | $57K |
| Avalon Trust Co | 0.00% | No change | 92 | $55K |
| Creative Capital Management Investments LLC | 0.02% | Add +80.0% | 90 | $54K |
| Eukles Asset Management | 0.02% | No change | 90 | $54K |
| Abound Financial, LLC | 0.02% | No change | 90 | $54K |
| Signature Equity Partners, LLC | 0.03% | Add +68.0% | 84 | $50K |
| Advocate Investing Services LLC | 0.04% | Add +40.7% | 83 | $50K |
| Kozak & Associates, Inc. | 0.01% | Add +36.8% | 78 | $49K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 77 | $46K |
| Gilpin Wealth Management, LLC | 0.04% | No change | 76 | $45K |
| Bay Harbor Wealth Management, LLC | 0.01% | No change | 72 | $43K |
| Magnolia Wealth Management, LLC | 0.03% | New | 72 | $43K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.07% | Add +7.5% | 72 | $43K |
| Ankerstar Wealth, LLC | 0.04% | Reduce -41.0% | 69 | $41K |
| Global Trust Asset Management, LLC | 0.02% | No change | 66 | $40K |
| Decker Retirement Planning Inc. | 0.02% | No change | 66 | $39K |
| Cedar Mountain Advisors, LLC | 0.01% | Add +1.6% | 64 | $38K |
| Wealth Science Advisors LLC | 0.02% | New | 60 | $38K |
| Contravisory Investment Management, Inc. | 0.01% | No change | 61 | $36K |
| Strategic Advocates LLC | 0.15% | Reduce -52.9% | 57 | $34K |
| Wellington Shields & Co., LLC | 0.01% | Add +2750.0% | 57 | $34K |
| Tripletail Wealth Management, LLC | 0.04% | Reduce -15.6% | 54 | $33K |
| Pflug Koory, LLC | 0.01% | No change | 50 | $30K |
| Front Row Advisors LLC | 0.01% | No change | 50 | $30K |
| Clear Investment Research, LLC | 0.05% | New | 49 | $29K |
| CoreFirst Bank & Trust | 0.02% | No change | 49 | $29K |
| United Community Bank | 0.01% | No change | 43 | $26K |
| Basepoint Wealth LLC | 0.01% | Reduce -62.2% | 42 | $25K |
| Nvest Wealth Strategies, Inc. | 0.02% | No change | 41 | $25K |
| Ballast Advisors LLC | 0.01% | No change | 40 | $24K |
| Rachor Investment Advisory Services, LLC | 0.01% | Add +95.0% | 39 | $23K |
| Horrell Capital Management, Inc. | 0.01% | No change | 38 | $23K |
| Burkett Financial Services, LLC | 0.01% | No change | 35 | $21K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | Reduce -45.6% | 31 | $21K |
| Milestone Investment Advisors LLC | 0.00% | Reduce -8.1% | 34 | $20K |
| RHL Group, LLC | 0.02% | No change | 32 | $19K |
| Hughes Financial Services, LLC | 0.00% | Add +6.7% | 32 | $19K |
| Premier Financial Group | 0.00% | Reduce -39.2% | 31 | $19K |
| EPG Wealth Management LLC | 0.00% | Reduce -76.6% | 30 | $18K |
| Broadwater Capital Management LLC | 0.01% | No change | 24 | $15K |
| My Portfolio Guide, LLC | 0.01% | — | 25 | $15K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 25 | $15K |
| Capital & Planning, LLC | 0.01% | New | 21 | $13K |
| Friedenthal Financial | 0.01% | No change | 20 | $12K |
| Retiremitten Financial LLC | 0.01% | — | 20 | $12K |
| Rice Partnership, LLC | 0.00% | Add +35.7% | 19 | $11K |
| Bare Financial Services, Inc | 0.00% | No change | 18 | $11K |
| Arvest Investments, Inc. | 0.00% | No change | 18 | $11K |
| Horizon Financial Services, LLC | 0.00% | Add +30.8% | 17 | $10K |
| Purpose Unlimited Inc. | 0.00% | New | 17 | $10K |
| Valued Wealth Advisors LLC | 0.00% | No change | 17 | $10K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 17 | $10K |
| FIL Ltd | 0.00% | New | 17 | $10K |
| Clarity Asset Management, Inc. | 0.00% | No change | 16 | $10K |
| Raleigh Capital Management Inc. | 0.00% | New | 16 | $10K |
| Winthrop Capital Management, LLC | 0.00% | No change | 13 | $8K |
| ROSS\JOHNSON & Associates LLC | 0.14% | No change | 13 | $8K |
| Meramec Financial Planners, LLC | 0.00% | Add +28.6% | 9 | $6K |
| Benson Wealth Management INC | 0.01% | No change | 9 | $5K |
| Portus Wealth Advisors, LLC | 0.00% | New | 8 | $5K |
| Granville Capital, Inc. | 0.00% | New | 7 | $4K |
| Aberdeen Wealth Management LLC | 0.00% | Reduce -70.8% | 7 | $4K |
| Gould Capital, LLC | 0.00% | No change | 6 | $4K |
| Principia Wealth Advisory, LLC | 0.00% | No change | 6 | $4K |
| Aventus Investment Advisors, Inc. | 0.00% | No change | 4 | $2K |
| Windsor Advisory Group, LLC | 0.00% | Reduce -96.0% | 3 | $2K |
| Barnes Dennig Private Wealth Management LLC | 0.00% | No change | 2 | $1K |
| CKW Financial Group | 0.00% | Reduce -84.6% | 2 | $1K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.00% | No change | 1 | $598 |
| Miller Wealth Advisors, LLC | 0.00% | No change | 1 | $598 |
| New England Capital Financial Advisors LLC | 0.00% | No change | 1 | $598 |
"% 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.