Vanguard S&P 500 ETFVOOETF
13F holders, Q2 2026 (June 30)4,016holders +150
221new positions
78sold out
9famous investors
$683.22avg. 13F price*
At the end of Q2 2026, 4,016 institutions reported holding Vanguard S&P 500 ETF (VOO) in their 13F filings, up 150 from Q1 2026. 221 opened new positions and 78 sold out. The largest holders were Vanguard Global Advisers, LLC ($28.3B), Raymond James Financial Inc. ($21.4B) and California Public Employees Retirement System ($21.1B). 9 famous investors held it, including Ray Dalio (1.3% of Bridgewater Associates's portfolio), Israel Englander (0.9% of Millennium Management's portfolio) and Leon Cooperman (0.8% of Omega Advisors (Leon Cooperman)'s portfolio).
- Company
- Vanguard S&P 500 ETF
- CUSIP
- 922908363
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 221 | $4.4B |
| Exits | 78 | $169.6M |
All 13F filers, Q1 2026 → Q2 2026: 44,955,495 shares bought and 23,107,551 shares sold, net +21,847,944 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4,016 holders
| Vanguard Global Advisers, LLC | 13.21% | Add +4.2% | 41,269,848 | $28.3B |
| Raymond James Financial Inc. | 5.80% | Add +1.7% | 31,148,382 | $21.4B |
| California Public Employees Retirement System | 11.89% | Reduce -8.7% | 30,713,968 | $21.1B |
| Bank of America Corp. | 1.23% | Add +1.5% | 27,849,974 | $19.1B |
| Morgan Stanley | 0.90% | Add +2.1% | 24,882,329 | $17.1B |
| JPMorgan Chase & Co. | 0.95% | Reduce -12.0% | 23,987,874 | $16.3B |
| Jones Financial Companies LLLP | 4.98% | Add +8.5% | 18,541,326 | $12.4B |
| Goldman Sachs Group Inc. | 1.11% | Add +2.6% | 15,458,745 | $10.6B |
| Envestnet Asset Management Inc. | 1.75% | Add +1.3% | 10,822,531 | $7.4B |
| Acorns Advisers, LLC | 43.52% | Add +1.1% | 9,716,948 | $6.7B |
| Royal Bank of Canada | 0.98% | Add +35.1% | 8,401,516 | $5.8B |
| Teacher Retirement System of Texas | 14.31% | Add +816.6% | 7,762,285 | $5.3B |
| LPL Financial LLC | 1.02% | Add +3.5% | 6,623,289 | $4.5B |
| Wells Fargo & Company | 0.77% | Add +3.4% | 6,461,383 | $4.4B |
| Mercer Global Advisors Inc. | 4.64% | Add +3.9% | 5,462,185 | $3.8B |
| Cerity Partners LLC | 4.40% | Add +3.1% | 5,299,979 | $3.6B |
| UBS Group AG | 0.52% | Add +2.0% | 4,773,701 | $3.3B |
| Clal Insurance Enterprises Holdings Ltd | 13.81% | Add +21.2% | 4,469,484 | $3.1B |
| Ameriprise Financial Inc. | 0.61% | Add +18.5% | 4,384,186 | $3.0B |
| Natixis | 14.03% | Reduce -29.3% | 4,306,256 | $3.0B |
| Innovator Capital Management, LLC | 99.91% | Add +178.2% | 4,290,863 | $2.9B |
| Assetmark, Inc. | 4.77% | Add +8.5% | 4,037,865 | $2.8B |
| Alberta Investment Management Corp | 17.09% | Add +15.6% | 3,880,748 | $2.7B |
| Citigroup Inc. | 1.17% | Add +17.8% | 3,667,710 | $2.5B |
| Northwestern Mutual Wealth Management Co. | 1.18% | Add +11.4% | 3,216,197 | $2.2B |
| National Mutual Insurance Federation of Agricultural Cooperatives | 13.14% | No change | 2,925,650 | $2.0B |
| HighTower Advisors, LLC | 1.82% | Add +4.0% | 2,758,297 | $1.9B |
| Cambridge Associates LLC /Ma/ | 27.30% | Reduce -0.6% | 2,754,197 | $1.9B |
| Focus Partners Wealth | 1.89% | Add +0.6% | 2,688,933 | $1.8B |
| Meitav Investment House Ltd. | 11.56% | New | 2,501,606 | $1.7B |
| Corient Private Wealth LP | 2.37% | Reduce -16.6% | 2,490,905 | $1.7B |
| Natixis Advisors, LLC | 1.84% | Add +25.0% | 2,380,406 | $1.6B |
| Cliftonlarsonallen Wealth Advisors, LLC | 21.25% | Add +2.5% | 2,353,485 | $1.6B |
| BlackRock, Inc. | 0.02% | Add +7.8% | 2,282,662 | $1.6B |
| Cetera Investment Advisers | 1.39% | Add +10.8% | 2,217,564 | $1.5B |
| FJ Investments, LLC | 78.64% | Reduce -0.4% | 2,108,696 | $1.4B |
| Cambridge Investment Research Advisors, Inc. | 3.16% | Add +6.1% | 2,053,386 | $1.4B |
| Bank of Korea | 33.99% | Reduce -22.4% | 1,923,442 | $1.3B |
| Trans-Canada Capital Inc. | 73.32% | Reduce -9.5% | 1,921,146 | $1.3B |
| Pathstone Holdings, LLC | 3.79% | Add +13.6% | 1,891,310 | $1.3B |
| Glenmede Trust Co. NA | 5.59% | Add +1.3% | 1,843,153 | $1.3B |
| Millennium Management | 0.88% | Add +79.5% | 1,825,001 | $1.3B |
| E-L Financial Corp Ltd | 100.00% | Reduce -1.7% | 1,244,848 | $1.2B |
| Truist Financial Corp. | 1.42% | Add +52.7% | 1,732,785 | $1.2B |
| Stifel Financial Corp. | 0.95% | Add +5.4% | 1,667,490 | $1.1B |
| Creative Planning | 0.66% | Add +2.3% | 1,655,904 | $1.1B |
| United Capital Financial Advisors, LLC | 6.10% | Reduce -0.1% | 1,606,745 | $1.1B |
| USS Investment Management Ltd | 4.25% | Reduce -55.1% | 1,569,585 | $1.1B |
| Fisher Asset Management | 0.32% | Reduce -0.3% | 1,567,739 | $1.1B |
| Freestone Grove Partners LP | 6.77% | Add +13.8% | 1,501,826 | $1.0B |
| Osaic Holdings, Inc. | 1.21% | Add +21.3% | 1,500,334 | $1.0B |
| Plante Moran Financial Advisors, LLC | 47.21% | Add +1.3% | 1,477,660 | $1.0B |
| Manufacturers Life Insurance Company, The | 0.80% | Reduce -2.3% | 1,472,234 | $1.0B |
| Bank of Montreal | 0.37% | Add +8.9% | 1,469,667 | $1.0B |
| CIBC Bancorp USA Inc. | 1.24% | Add +43.8% | 1,464,441 | $1.0B |
| Rockefeller Capital Management L.P. | 1.53% | Add +4.0% | 1,452,227 | $997.4M |
| Clearstead Advisors, LLC | 9.41% | Reduce -12.4% | 1,450,939 | $996.5M |
| Prudential Financial Inc. | 1.08% | Reduce -0.0% | 1,449,018 | $995.2M |
| Alliancebernstein L.P. | 0.32% | Add +4.3% | 1,632,523 | $975.5M |
| JMG Financial Group, Ltd. | 23.34% | Add +0.9% | 1,406,914 | $966.3M |
| Nicholas Hoffman & Company, LLC. | 20.30% | Add +0.5% | 1,400,242 | $961.7M |
| Angeles Investment Advisors, LLC | 55.26% | Reduce -4.8% | 1,339,649 | $920.1M |
| Commonwealth Equity Services, LLC | 1.14% | Reduce -1.1% | 1,315,456 | $903.5M |
| Russell Investments Group, Ltd. | 0.79% | Add +10179.0% | 1,308,720 | $898.8M |
| Barclays PLC | 0.28% | Add +2.8% | 1,294,234 | $888.9M |
| Cresset Asset Management, LLC | 3.23% | Add +8.2% | 1,292,710 | $887.8M |
| Mirae Asset Global Investments Co., Ltd. | 1.63% | Add +9.3% | 1,245,238 | $855.2M |
| Dumac, Inc. | 76.36% | Add +15.8% | 1,223,510 | $840.3M |
| Schroder Investment Management Group | 0.59% | Add +0.2% | 1,219,824 | $830.7M |
| Captrust Financial Advisors | 1.26% | Add +2.0% | 1,197,901 | $822.7M |
| Beacon Pointe Advisors, LLC | 3.76% | Add +8.5% | 1,176,174 | $807.8M |
| Country Trust Bank | 14.12% | Reduce -1.9% | 1,174,634 | $806.8M |
| Wealthspire Advisors, LLC | 4.37% | Add +2.1% | 1,154,326 | $792.8M |
| Systematic Alpha Investments, LLC | 20.89% | No change | 1,132,544 | $777.8M |
| Element Capital Management LLC | 38.15% | New | 1,022,597 | $702.3M |
| SWF LLC | 46.36% | Add +9.9% | 1,008,873 | $692.9M |
| Baird Financial Group, Inc. | 0.92% | Add +1.3% | 970,022 | $666.2M |
| Rakuten Investment Management, Inc. | 1.88% | Reduce -44.9% | 955,039 | $650.4M |
| Summit Trail Advisors, LLC | 8.17% | Reduce -10.4% | 944,467 | $648.7M |
| AQR Capital Management | 0.23% | Add +37.5% | 944,297 | $648.6M |
| Pandi, LLC | 98.32% | Reduce -6.1% | 942,369 | $647.2M |
| Nepc LLC | 12.07% | Reduce -3.7% | 941,895 | $646.9M |
| Constellation Investments, Inc. | 20.19% | Reduce -2.2% | 936,173 | $643.0M |
| P/E Global LLC | 40.60% | Add +7.8% | 921,199 | $632.7M |
| CIBC Asset Management Inc | 1.38% | Reduce -2.8% | 918,601 | $630.5M |
| Diversified Trust Co. | 10.10% | Add +1.0% | 917,839 | $630.4M |
| OMERS ADMINISTRATION Corp | 3.67% | Reduce -43.8% | 892,933 | $612.9M |
| Wealthfront Advisers LLC | 1.17% | Add +2.6% | 883,355 | $606.7M |
| Capstone Investment Advisors, LLC | 5.39% | Add +0.3% | 857,924 | $589.2M |
| MML Investors Services, LLC | 1.20% | Add +25.6% | 853,265 | $586.0M |
| Neuberger Berman Group LLC | 0.39% | Add +10.6% | 845,691 | $580.8M |
| Call To Action Foundation | 100.00% | Reduce -1.4% | 842,980 | $579.0M |
| Mariner, LLC | 0.58% | Reduce -9.1% | 816,784 | $560.9M |
| GenTrust, LLC | 21.43% | Reduce -1.7% | 812,211 | $557.8M |
| Quantinno Capital Management LP | 0.64% | Add +12.1% | 771,671 | $530.0M |
| Northwestern Mutual Investment Management Company, LLC | 6.21% | Add +40.7% | 770,657 | $529.3M |
| West Virginia University Foundation, Inc | 43.24% | Reduce -37.2% | 770,596 | $529.3M |
| Citizens Financial Group Inc. | 6.30% | Reduce -0.8% | 760,880 | $522.6M |
| Alerus Financial NA | 22.53% | Reduce -1.1% | 749,797 | $515.0M |
| Keybank National Association | 1.69% | Add +16.3% | 748,715 | $514.2M |
| Macquarie Group Ltd. | 2.20% | Add +42.9% | 743,013 | $510.3M |
| Liquid Strategies, LLC | 68.76% | Add +63.5% | 733,137 | $503.5M |
| Norinchukin Bank, The | 4.90% | No change | 733,080 | $503.5M |
| Vanguard Advisers Inc. | 1.71% | Add +3.2% | 731,870 | $502.7M |
| Fifth Third Bancorp | 0.81% | Reduce -1.3% | 730,317 | $501.6M |
| Bessemer Group Inc. | 0.68% | Add +4.2% | 717,731 | $492.9M |
| FMR LLC | 0.02% | Add +13.3% | 716,941 | $492.4M |
| NewEdge Advisors, LLC | 1.40% | Add +13.1% | 684,968 | $470.4M |
| Robertson Stephens Wealth Management, LLC | 11.25% | Add +5.2% | 665,340 | $457.0M |
| Susquehanna International Group, LLP | 0.39% | Add +56.9% | 643,313 | $441.8M |
| Texas Capital Bank Wealth Management Services Inc | 23.56% | Reduce -3.4% | 640,887 | $440.2M |
| Bokf, NA | 5.92% | Add +2.7% | 625,006 | $429.3M |
| Wellington Management Group LLP | 0.07% | Reduce -2.3% | 621,921 | $427.1M |
| Exchange Traded Concepts, LLC | 2.10% | Add +9.7% | 617,625 | $424.2M |
| Investure, LLC | 26.49% | Reduce -60.1% | 617,166 | $423.9M |
| Kensington Asset Management, LLC | 22.84% | Reduce -24.7% | 609,865 | $418.9M |
| Tiaa-Cref Individual & Institutional Services, LLC | 1.43% | Add +0.6% | 606,086 | $416.3M |
| Old National Bancorp | 8.25% | Add +0.1% | 603,781 | $414.7M |
| NorthRock Partners, LLC | 5.98% | Add +1.9% | 599,760 | $411.9M |
| Wedbush Securities Inc. | 10.62% | Reduce -0.3% | 598,758 | $411.2M |
| New York Life Insurance Co. | 77.66% | Add +23.6% | 596,181 | $409.5M |
| Apollo Management Holdings, L.P. | 6.62% | Add +0.3% | 592,238 | $406.8M |
| SHP Wealth Management | 27.20% | Add +3.8% | 575,720 | $395.4M |
| Wealth Enhancement Advisory Services, LLC | 0.66% | Reduce -1.5% | 573,085 | $394.2M |
| Acropolis Investment Management, LLC | 15.41% | Reduce -0.3% | 568,773 | $390.6M |
| National Philanthropic Trust | 5.56% | Add +8.5% | 560,071 | $384.7M |
| Analyst IMS Investment Management Services Ltd. | 8.92% | Reduce -6.6% | 558,871 | $383.8M |
| Keel Point, LLC | 22.62% | Add +12.6% | 557,683 | $383.0M |
| Ieq Capital, LLC | 1.75% | Add +5.3% | 552,132 | $379.2M |
| Nomura Asset Management International Inc. | 0.57% | Add +6.6% | 550,176 | $377.9M |
| Ossiam | 5.01% | New | 550,000 | $377.7M |
| Center for Financial Planning, Inc. | 35.26% | Add +0.9% | 549,217 | $377.2M |
| Farther Finance Advisors, LLC | 2.93% | Add +22.8% | 545,605 | $374.7M |
| Concurrent Investment Advisors, LLC | 3.19% | Add +58.0% | 543,613 | $373.4M |
| State Farm Mutual Automobile Insurance Co. | 0.25% | Add +35.7% | 538,489 | $369.8M |
| Globe Life Inc. | 87.43% | Reduce -2.3% | 536,683 | $368.6M |
| M&T Bank Corp | 1.07% | Add +2.9% | 533,520 | $366.4M |
| Savant Capital, LLC | 1.06% | Add +129.9% | 556,625 | $362.2M |
| Sand Hill Global Advisors, LLC | 10.65% | Reduce -2.1% | 514,982 | $353.7M |
| Allspring Global Investments Holdings, LLC | 0.54% | Reduce -2.4% | 510,856 | $350.2M |
| JBF Capital, Inc. | 45.80% | No change | 509,121 | $349.7M |
| BOK Financial Private Wealth, Inc. | 17.91% | Add +0.3% | 508,379 | $349.2M |
| Retirement Planning Group, LLC | 8.86% | Add +3.9% | 507,533 | $348.6M |
| EP Wealth Advisors, LLC | 1.33% | Add +4.0% | 505,167 | $347.0M |
| Valmark Advisers, Inc. | 3.63% | Reduce -0.7% | 497,985 | $342.0M |
| Brown Advisory Inc. | 0.52% | Add +7.5% | 486,164 | $333.9M |
| Kestra Advisory Services, LLC | 1.08% | Reduce -4.5% | 484,959 | $333.1M |
| Steward Partners Investment Advisory, LLC | 1.67% | Add +6.1% | 474,935 | $326.2M |
| Stephens Greth Foundation | 65.80% | Add +24.2% | 464,837 | $319.3M |
| Sun Life Financial Inc. | 16.35% | Reduce -0.7% | 464,796 | $319.2M |
| Sagespring Wealth Partners, LLC | 4.89% | Reduce -1.1% | 463,765 | $318.5M |
| Bridgewater Associates | 1.29% | Add +189.0% | 458,381 | $314.8M |
| Sanctuary Advisors, LLC | 1.43% | Add +9.7% | 450,098 | $309.1M |
| Jabodon PT Co. | 30.19% | Add +4.1% | 448,017 | $307.7M |
| Northern Trust Corp. | 0.04% | Add +4.1% | 445,115 | $305.7M |
| MCF Advisors LLC | 10.90% | Reduce -6.3% | 444,325 | $305.2M |
| Jupiter Topco LLC | 0.12% | — | 441,653 | $303.3M |
| Savvy Advisors, Inc. | 6.36% | Add +8.8% | 433,099 | $297.5M |
| Allianz Asset Management GmbH | 0.28% | Add +11.5% | 432,842 | $297.3M |
| First Manhattan Co. Llc. | 0.75% | Add +1.8% | 430,074 | $295.4M |
| SCS Capital Management LLC | 2.78% | Reduce -3.4% | 427,902 | $293.9M |
| Janney Montgomery Scott LLC | 0.56% | Add +9.5% | 423,413 | $290.8M |
| Invictus Private Wealth, LLC | 15.58% | Add +1.8% | 422,331 | $290.1M |
| Makena Capital Management LLC | 30.47% | Reduce -4.6% | 422,234 | $290.0M |
| Blair William & Co. | 0.75% | Add +5.5% | 419,372 | $288.0M |
| Harbour Investments, Inc. | 3.84% | Add +5.0% | 414,994 | $285.0M |
| Smithfield Trust Co | 11.29% | Reduce -1.2% | 411,578 | $282.6M |
| Axis Capital Holdings Ltd. | 90.04% | No change | 405,502 | $278.5M |
| US Bancorp \de | 0.30% | Reduce -64.4% | 400,723 | $275.2M |
| Sageworth Trust Co | 10.84% | Reduce -0.5% | 400,722 | $275.2M |
| Intrust Bank NA | 20.17% | Reduce -2.5% | 397,829 | $273.2M |
| Fusion Family Wealth, LLC | 17.83% | Reduce -0.8% | 390,755 | $268.4M |
| DAVENPORT & Co LLC | 1.35% | Add +11.3% | 385,756 | $264.9M |
| Betterment LLC | 0.45% | Add +0.7% | 385,170 | $264.5M |
| Lido Advisors, LLC | 0.95% | Reduce -4.4% | 384,143 | $263.9M |
| Lincoln National Corp. | 6.68% | Reduce -1.5% | 380,227 | $261.1M |
| Fiera Capital Corp | 0.93% | Add +1.8% | 375,177 | $257.7M |
| Old Mission Capital LLC | 6.49% | Add +75.7% | 371,024 | $254.8M |
| Steel Grove Capital Advisors, LLC | 23.57% | Add +1.1% | 367,311 | $252.3M |
| Karpus Management, Inc. | 7.24% | Reduce -6.7% | 366,496 | $251.7M |
| SBI Securities Co., Ltd. | 5.71% | Add +0.5% | 365,387 | $251.0M |
| Bartlett & Co. Wealth Management LLC | 3.11% | Add +0.8% | 361,789 | $248.5M |
| Coldstream Capital Management Inc. | 3.13% | Reduce -7.2% | 361,351 | $248.2M |
| Stratos Wealth Partners, LTD. | 2.51% | Add +3.2% | 360,451 | $247.6M |
| Gleason Group, Inc. | 21.46% | Add +0.8% | 357,955 | $245.8M |
| GeoWealth Management, LLC | 7.72% | Add +6.3% | 357,401 | $245.5M |
| MAI Capital Management | 0.93% | Add +104.0% | 355,449 | $244.1M |
| Nissay Asset Management Corp. /Japan | 1.03% | No change | 353,867 | $243.0M |
| &partners | 0.99% | Add +16.3% | 353,195 | $241.1M |
| Powers Capital, LLC | 98.88% | No change | 350,822 | $240.9M |
| Pinnacle Financial Partners, Inc. | 1.64% | Add +2.5% | 349,813 | $240.3M |
| AMG National Trust Bank | 4.88% | Add +1.3% | 345,692 | $237.4M |
| Albion Financial Group | 13.73% | Add +1.7% | 345,129 | $237.0M |
| Means Investment Co., Inc. | 17.88% | Add +0.5% | 344,538 | $236.6M |
| Zhang Financial LLC | 6.88% | Add +5.1% | 342,986 | $235.6M |
| Welch Capital Partners LLC | 45.91% | Reduce -0.3% | 341,085 | $234.3M |
| Vanguard National Trust Co | 12.73% | Reduce -2.0% | 340,287 | $233.7M |
| AE Wealth Management LLC | 1.06% | Add +4.7% | 332,032 | $228.0M |
| Wit, LLC | 3.62% | Reduce -1.4% | 330,403 | $226.9M |
| Wallace Foundation | 100.00% | Add +0.3% | 330,139 | $226.7M |
| Retirement Systems of Alabama | 0.68% | Add +3.9% | 329,590 | $226.4M |
| Human Investing LLC | 29.05% | Add +2.6% | 326,199 | $224.0M |
| First American Financial Corp | 57.36% | Reduce -4.6% | 326,076 | $224.0M |
| Regions Financial Corp. | 1.33% | Reduce -1.3% | 324,303 | $222.7M |
| Trajan Wealth LLC | 8.35% | Reduce -5.0% | 321,956 | $221.1M |
| Thrivent Financial for Lutherans | 0.38% | Reduce -30.1% | 319,111 | $219.0M |
| OP Asset Management Ltd | 2.32% | Add +7.9% | 316,290 | $217.2M |
| Equitable Trust Co. | 9.00% | Reduce -0.6% | 313,997 | $215.7M |
| Strategic Investment Advisors / MI | 13.02% | Add +17.1% | 313,430 | $215.3M |
| Equitable Holdings, Inc. | 1.28% | Reduce -14.9% | 312,492 | $214.6M |
| Franklin Resources Inc. | 0.05% | Reduce 0.0% | 311,851 | $214.2M |
| Afbi LP | 100.00% | Add +40.8% | 309,100 | $212.3M |
| Sterling Capital Management LLC | 3.59% | Reduce -8.3% | 306,984 | $210.8M |
| GoalVest Advisory LLC | 38.53% | Add +5.3% | 302,452 | $207.7M |
| Atria Investments, Inc | 2.08% | Add +17.2% | 301,842 | $207.3M |
| Blue Trust, Inc. | 2.16% | Reduce -1.9% | 300,175 | $206.2M |
| Perigon Wealth Management, LLC | 3.26% | Add +27.9% | 299,727 | $205.9M |
| Jump Financial, LLC | 2.02% | New | 299,596 | $205.8M |
| Choreo, LLC | 2.19% | Add +4.0% | 291,051 | $199.9M |
| Integrated Wealth Concepts LLC | 1.31% | Add +52.2% | 290,969 | $199.8M |
| Federation des caisses Desjardins du Quebec | 0.62% | Add +2.0% | 290,823 | $199.6M |
| Bogart Wealth, LLC | 6.77% | Add +14.6% | 287,374 | $197.4M |
| Greenwood Gearhart LLC | 9.18% | Add +3.5% | 287,154 | $197.2M |
| Glassman Wealth Services | 23.58% | Reduce -0.5% | 286,579 | $196.8M |
| Bank of New York Mellon Corp | 0.03% | Add +6.2% | 286,184 | $196.6M |
| Gotham Asset Management | 0.46% | Add +3.4% | 286,051 | $196.5M |
| Wescott Financial Advisory Group, LLC | 15.16% | Add +1.7% | 285,055 | $195.8M |
| Chicago Partners Investment Group LLC | 3.91% | Add +2.9% | 287,380 | $195.0M |
| Peapack Gladstone Financial Corp. | 2.24% | Reduce -2.0% | 283,931 | $195.0M |
| American Trust | 15.02% | Reduce -2.4% | 283,744 | $194.9M |
| Vestmark Advisory Solutions, Inc. | 1.80% | Add +28.8% | 279,177 | $191.7M |
| State of Tennessee, Department of Treasury | 0.57% | No change | 277,910 | $190.9M |
| Circle Wealth Management, LLC | 2.40% | Add +0.5% | 277,855 | $190.8M |
| Envestnet Portfolio Solutions, Inc. | 0.91% | Add +0.5% | 276,737 | $190.1M |
| Hardy Reed LLC | 12.13% | Reduce -0.9% | 275,145 | $189.0M |
| BIP Wealth, LLC | 5.32% | Add +149.0% | 273,046 | $187.5M |
| Merit Financial Group, LLC | 1.16% | Reduce -0.9% | 272,432 | $187.1M |
| Fairfield University | 75.76% | Add +0.3% | 272,430 | $187.1M |
| HSBC Holdings PLC | 0.09% | Add +38.6% | 266,610 | $183.1M |
| Fund Evaluation Group, LLC | 4.92% | Add +26.1% | 265,157 | $182.1M |
| Millburn Ridgefield LLC | 3.40% | Add +2.4% | 261,443 | $179.6M |
| Catalyst Capital Advisors LLC | 2.98% | Add +2.4% | 261,443 | $179.6M |
| Allen Investment Management, LLC | 2.12% | Add +0.8% | 259,574 | $178.3M |
| Lutz Financial Services LLC | 10.72% | Add +1.7% | 256,299 | $176.0M |
| Opus Capital Group, LLC | 17.04% | Reduce -0.4% | 256,180 | $175.9M |
| D.A. Davidson & Co. | 0.97% | Reduce -3.6% | 255,739 | $175.6M |
| Taiyo Life Insurance Co. | 16.01% | No change | 255,100 | $175.2M |
| Bouchey Financial Group, Ltd. | 11.24% | Add +3.5% | 253,312 | $174.0M |
| Permanent Capital Management, LP | 23.29% | Add +2.7% | 253,227 | $173.9M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 6.90% | New | 244,172 | $168.1M |
| Sentry Investment Management LLC | 100.00% | Add +0.3% | 244,554 | $168.0M |
| Woodbridge Co Ltd | 0.66% | New | 243,800 | $167.4M |
| Ancora Advisors LLC | 3.24% | Add +20.8% | 243,721 | $167.4M |
| Southern Farm Bureau Life Insurance | 15.95% | No change | 242,780 | $166.7M |
| Securian Asset Management, Inc. | 5.98% | Add +1.2% | 243,447 | $166.3M |
| Wiser Wealth Management, Inc | 31.79% | Reduce -0.9% | 241,952 | $166.2M |
| Mgo One Seven LLC | 2.74% | Add +22.0% | 241,195 | $165.7M |
| ALM First Financial Advisors, LLC | 27.43% | Add +2.3% | 285,434 | $162.9M |
| Hirtle & Co., LLC | 5.66% | Reduce -1.3% | 235,658 | $161.9M |
| Private Advisor Group, LLC | 0.74% | Reduce -21.7% | 234,959 | $161.4M |
| Waverly Advisors, LLC | 0.93% | Add +17.6% | 232,429 | $159.6M |
| Condor Capital Management | 11.96% | Reduce -0.2% | 232,273 | $159.5M |
| Tectonic Advisors LLC | 7.62% | Add +4.7% | 230,868 | $158.6M |
| Goldstone Financial Group, LLC | 14.45% | Add +14.4% | 230,142 | $158.1M |
| Cerity Partners OCIO LLC | 7.93% | Reduce -50.2% | 228,001 | $156.6M |
| RMR Wealth Builders | 9.70% | Add +12.4% | 227,464 | $156.2M |
| Steele Capital Management, Inc. | 5.69% | Add +0.6% | 225,206 | $154.7M |
| PNC Financial Services Group, Inc. | 0.08% | Add +8.2% | 225,042 | $154.6M |
| Lockheed Martin Investment Management Co. | 6.06% | No change | 223,000 | $153.2M |
| Sei Investments Co. | 0.13% | Add +4.7% | 220,750 | $151.6M |
| First Western Trust Bank | 7.35% | Reduce -2.7% | 219,510 | $150.8M |
| Mesirow Financial Investment Management, Inc. | 2.37% | Add +5.5% | 219,307 | $150.6M |
| Mayport, LLC | 23.26% | Add +4.6% | 218,387 | $150.0M |
| American Family Investments, Inc. | 2.70% | Add +5.3% | 217,810 | $149.6M |
| Yarbrough Capital, LLC | 4.45% | No change | 216,447 | $148.7M |
| Apollon Wealth Management, LLC | 1.79% | Add +18.8% | 214,238 | $147.1M |
| HB Wealth Management, LLC | 0.82% | Add +8.3% | 213,262 | $146.5M |
| TLT Family Holdco ULC | 20.76% | Reduce -25.5% | 212,750 | $146.1M |
| Proficio Capital Partners LLC | 5.24% | Add +19.4% | 212,237 | $145.8M |
| Forvis Mazars Wealth Advisors, LLC | 2.43% | Reduce -5.0% | 212,022 | $145.6M |
| Global Wealth Strategies & Associates | 27.44% | Add +3.0% | 210,745 | $144.7M |
| NewEdge Wealth, LLC | 1.45% | Add +5.3% | 209,049 | $143.6M |
| World Investment Advisors | 2.37% | Reduce -1.5% | 236,304 | $143.4M |
| Wedmont Private Capital | 3.91% | Add +5.9% | 205,604 | $142.7M |
| Silphium Asset Management Ltd | 47.91% | No change | 206,920 | $142.1M |
| Go Invest LLC | 32.97% | Add +10.7% | 204,291 | $140.3M |
| William Marsh Rice University | 63.91% | Reduce -9.7% | 203,965 | $140.1M |
| Banco Santander, S.A. | 0.87% | Reduce -3.2% | 202,961 | $139.4M |
| Triad Wealth Partners, LLC | 8.24% | Add +122.1% | 199,635 | $139.0M |
| StoneX Group Inc. | 5.60% | Add +1.2% | 202,245 | $138.9M |
| Elevation Point Wealth Partners, LLC | 2.55% | Add +43.6% | 200,052 | $137.4M |
| Performa Ltd (US), LLC | 22.14% | Add +1.2% | 199,789 | $137.2M |
| Quest Investment Management LLC | 16.03% | Add +12.2% | 199,754 | $137.2M |
| Arrow Financial Corp | 12.27% | Reduce -1.3% | 199,441 | $137.0M |
| Sepio Capital, LP | 6.82% | Add +4.0% | 197,490 | $135.6M |
| Liberty Mutual Group Asset Management Inc. | 11.83% | Reduce -7.2% | 197,323 | $135.5M |
| Amtrust Financial Services, Inc. | 40.11% | No change | 196,400 | $134.9M |
| Commerce Bank | 0.59% | Add +5.3% | 195,515 | $134.3M |
| Caprock Group, LLC | 2.56% | Add +1.4% | 194,593 | $133.6M |
| Charles Schwab Trust Co | 7.45% | Reduce -7.8% | 194,540 | $133.6M |
| Affiance Financial, LLC | 19.23% | Reduce -0.1% | 194,493 | $133.6M |
| Agf Management Ltd. | 0.52% | Reduce -5.7% | 193,209 | $132.6M |
| Common Fund for Nonprofit Organizations | 12.07% | Reduce -1.1% | 191,152 | $131.3M |
| Hancock Prospecting Pty Ltd | 2.28% | New | 190,000 | $130.5M |
| Compass Financial Group, INC | 14.92% | Add +4.8% | 189,291 | $130.0M |
| BTG Pactual Asset Management US LLC | 9.83% | Add +8.5% | 189,201 | $129.9M |
| Redwood Investment Management, LLC | 12.85% | Add +1.9% | 188,831 | $129.7M |
| RFG Holdings, Inc. | 27.13% | Add +2.4% | 188,391 | $129.4M |
| Prime Capital Investment Advisors, LLC | 1.24% | Reduce -8.7% | 185,817 | $127.6M |
| Pure Financial Advisors, LLC | 1.64% | Add +3.8% | 185,563 | $127.4M |
| Hamilton Capital Partners Inc. | 3.69% | Add +16.5% | 185,198 | $127.2M |
| Cibc World Market Inc. | 0.21% | Add +159.3% | 185,055 | $127.1M |
| Daymark Wealth Partners, LLC | 3.09% | Add +24.8% | 184,141 | $126.5M |
| Range Advisory, LLC | 15.02% | Add +48.1% | 183,608 | $126.1M |
| OneDigital Investment Advisors LLC | 1.06% | Reduce -20.4% | 182,723 | $125.5M |
| Turtle Creek Wealth Advisors, LLC | 6.59% | Add +7.1% | 181,718 | $124.8M |
| Aspiriant, LLC | 3.07% | Add +0.0% | 181,177 | $124.5M |
| Arkos Global Advisors | 14.60% | Reduce -0.2% | 179,471 | $123.3M |
| Callan Family Office, LLC | 2.40% | Reduce -0.5% | 178,743 | $122.8M |
| WASHINGTON TRUST Co | 3.77% | Add +0.2% | 176,773 | $121.4M |
| Proffitt & Goodson Inc. | 16.36% | Reduce -2.1% | 172,980 | $118.8M |
| Summit Financial, LLC | 1.30% | Add +6.8% | 172,958 | $118.8M |
| Crane Advisory, LLC | 17.02% | Reduce -0.5% | 171,763 | $118.5M |
| Conrad Siegel Investment Advisors, Inc. | 18.83% | Add +0.0% | 168,550 | $115.8M |
| Advisor OS, LLC | 7.72% | Add +3.7% | 168,415 | $115.7M |
| Brookstone Capital Management | 1.16% | Add +19.1% | 168,391 | $115.7M |
| OneAscent Financial Services LLC | 5.50% | Reduce -6.6% | 167,582 | $115.1M |
| Angeles Wealth Management, LLC | 5.26% | Add +1.9% | 167,407 | $115.0M |
| Partners Capital Investment Group, LLP | 4.03% | Add +2.1% | 166,503 | $114.4M |
| Manning & Napier Advisors LLC | 1.47% | Add +2.5% | 166,411 | $114.3M |
| J. Safra Sarasin Holding AG | 1.64% | Add +0.8% | 190,887 | $114.2M |
| Ironclad Investments LLC | 48.43% | No change | 164,258 | $112.8M |
| Kinsale Capital Group, Inc. | 14.91% | Add +23.3% | 163,793 | $112.5M |
| One Day In July LLC | 7.80% | Reduce -1.3% | 163,375 | $112.2M |
| Simon Quick Advisors, LLC | 4.51% | Add +7.7% | 162,570 | $111.7M |
| Keewaydin Investments LLC | 32.19% | Reduce -0.4% | 162,462 | $111.6M |
| Marex Group Ltd | 0.82% | Add +28.6% | 161,357 | $110.8M |
| Obermeyer Wealth Partners | 4.49% | Add +1.1% | 159,773 | $109.7M |
| SilverOak Wealth Management LLC | 14.02% | Add +0.6% | 158,557 | $108.9M |
| Trevian Wealth Management LLC | 46.19% | Add +4.0% | 157,778 | $108.4M |
| Kingsview Wealth Management, LLC | 1.30% | Reduce -4.5% | 156,519 | $107.5M |
| Aptus Capital Advisors, LLC | 0.79% | Add +5.3% | 156,472 | $107.5M |
| Empire Life Investments Inc. | 5.99% | Reduce -1.8% | 156,502 | $107.4M |
| CJM Wealth Advisers, Ltd. | 28.17% | Reduce -0.9% | 156,230 | $107.3M |
| Syntegra Private Wealth Group, LLC | 8.31% | Add +7.2% | 156,223 | $107.3M |
| Beaird Harris Wealth Management, LLC | 6.72% | Add +1.3% | 156,202 | $107.3M |
| Cambridge Advisors Inc. | 18.25% | Add +4.6% | 154,547 | $106.1M |
| WestHill Financial Advisors, Inc. | 18.04% | Reduce -0.2% | 154,260 | $105.9M |
| Strategic Investment Management, LLC | 36.09% | No change | 152,670 | $104.9M |
| Ensign Peak Advisors, Inc | 0.17% | Reduce -3.1% | 151,611 | $104.1M |
| Geneos Wealth Management Inc. | 2.12% | Add +25.3% | 151,524 | $104.1M |
| Bell Bank | 3.93% | Add +1.0% | 150,103 | $103.1M |
| TRB Advisors LP | 44.24% | New | 150,000 | $103.0M |
| Chai Trust Co. LLC | 7.08% | Add +101.0% | 149,956 | $103.0M |
| Elwood & Goetz Wealth Advisory Group, LLC | 15.20% | Add +8.5% | 149,633 | $102.8M |
| J.W. Cole Advisors, Inc. | 1.74% | New | 147,919 | $101.6M |
| CENTRAL TRUST Co | 1.83% | Add +33.4% | 147,323 | $101.2M |
| a16z Perennial Management, L.P. | 8.15% | Add +113.0% | 147,401 | $100.8M |
| Stordahl Capital Management, Inc. | 18.40% | Reduce -0.5% | 146,244 | $100.4M |
| Evercore Wealth Management, LLC | 1.42% | Add +16.5% | 146,121 | $100.4M |
| Factory Mutual Insurance Co. | 0.94% | New | 145,000 | $99.6M |
| CFO4Life Group, LLC | 13.34% | Reduce -0.2% | 144,155 | $99.0M |
| Toronto Dominion Bank | 0.17% | Add +365.5% | 144,159 | $99.0M |
| MJP Associates Inc. | 10.75% | Add +4.5% | 143,107 | $98.3M |
| Elm Partners Management LLC | 3.49% | Add +32.6% | 141,560 | $97.2M |
| Webster Bank, N. A. | 8.43% | Add +1.1% | 141,343 | $97.1M |
| Pinion Investment Advisors, LLC | 18.34% | Add +1.4% | 140,626 | $96.6M |
| Scotia Capital Inc. | 0.36% | Reduce -3.6% | 139,492 | $95.8M |
| Capital Group Private Client Services, Inc. | 1.34% | Add +6.5% | 138,584 | $95.2M |
| Grove Bank & Trust | 9.44% | Add +11.5% | 138,497 | $95.1M |
| Midwest Trust Co | 1.05% | Reduce -1.1% | 135,179 | $92.8M |
| Composition Wealth, LLC | 1.09% | Add +3.0% | 134,610 | $92.5M |
| Bank Hapoalim BM | 6.24% | Reduce -14.7% | 132,090 | $90.7M |
| Diversify Advisory Services, LLC | 1.51% | Add +37353.8% | 132,212 | $89.8M |
| Diversify Wealth Management, LLC | 1.51% | Add +10.8% | 132,212 | $89.8M |
| Fortune 45 LLC | 37.86% | Add +0.2% | 129,010 | $88.6M |
| Standard Family Office LLC | 77.87% | No change | 128,996 | $88.6M |
| Tiaa Trust, National Association | 5.22% | Reduce -2.8% | 128,542 | $88.3M |
| AlphaCore Capital LLC | 1.62% | Add +12.0% | 127,976 | $87.9M |
| Brio Consultants, LLC | 10.22% | Reduce -0.8% | 127,028 | $87.2M |
| West Financial Advisors, LLC | 13.23% | Add +4.3% | 126,894 | $87.2M |
| Fidato Wealth LLC | 50.40% | Reduce -1.4% | 125,575 | $86.2M |
| MA Private Wealth | 12.84% | Add +0.4% | 125,554 | $86.2M |
| Vise Technologies, Inc. | 0.97% | Add +239.9% | 124,172 | $85.3M |
| Summit Wealth Group, LLC | 17.32% | Add +0.3% | 123,620 | $84.9M |
| AmeriServ Wealth Advisors | 56.25% | Reduce -2.0% | 123,040 | $84.5M |
| Francis Financial, Inc. | 13.86% | Reduce -2.2% | 122,978 | $84.5M |
| Axxcess Wealth Management, LLC | 1.34% | Add +4.7% | 122,217 | $83.9M |
| Valeo Financial Advisors, LLC | 1.77% | Add +5.5% | 121,700 | $83.6M |
| OFS Enterprise LLC | 21.29% | Add +0.9% | 121,422 | $83.4M |
| National Bank of Canada | 0.07% | Add +0.6% | 120,974 | $82.8M |
| McMorgan & Co. LLC | 12.47% | Reduce -0.7% | 120,533 | $82.8M |
| Petersen Hastings Wealth Advisors Inc. | 6.95% | Add +1.0% | 120,508 | $82.8M |
| KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje | 15.99% | — | 120,504 | $82.8M |
| Prudential PLC | 0.54% | Add +32.0% | 119,532 | $82.1M |
| Mutual Advisors, LLC | 1.55% | Add +11.4% | 119,493 | $82.1M |
| Rehmann Capital Advisory Group | 3.75% | Add +7.8% | 119,369 | $82.0M |
| Scott Capital Advisors, LLC | 12.78% | Reduce -1.8% | 118,807 | $81.6M |
| Investment Research & Advisory Group, Inc. | 24.96% | Add +1.9% | 117,699 | $80.8M |
| Trust Co of Tennessee | 14.12% | Reduce -4.4% | 117,641 | $80.8M |
| Ciovacco Capital Management LLC | 35.72% | Add +1.7% | 116,864 | $80.3M |
| O'shaughnessy Asset Management, LLC | 0.37% | Reduce -11.1% | 116,162 | $79.8M |
| Northeast Investment Management | 2.94% | Add +0.9% | 116,046 | $79.7M |
| Kestra Private Wealth Services, LLC | 0.87% | Add +8.0% | 115,609 | $79.4M |
| SoundView Advisors Inc. | 25.85% | Add +2.2% | 115,498 | $79.3M |
| Arax Advisory Partners | 0.53% | Add +114.2% | 115,381 | $79.2M |
| Ballentine Partners, LLC | 0.97% | Add +0.8% | 115,207 | $79.1M |
| Jefferies Financial Group Inc. | 0.75% | Add +31.4% | 115,167 | $79.1M |
| Allworth Financial LP | 0.34% | Reduce -0.8% | 114,809 | $78.9M |
| Standpoint Asset Management, LLC | 16.46% | Add +3.4% | 114,300 | $78.5M |
| Stephens Inc. | 0.87% | Add +1.8% | 113,290 | $77.8M |
| David Kennon Inc | 25.70% | Reduce -0.1% | 113,227 | $77.8M |
| Certuity, LLC | 3.83% | Add +0.6% | 113,125 | $77.7M |
| Polar Asset Management Partners Inc. | 1.87% | New | 113,098 | $77.7M |
| Money Concepts Capital Corp. | 3.59% | Add +10.2% | 112,722 | $77.4M |
| IFG Advisors, LLC | 10.62% | Add +8.6% | 112,189 | $77.1M |
| West Paces Advisors Inc. | 12.88% | Add +1.0% | 111,760 | $76.8M |
| AJ Advisors, LLC | 23.83% | Add +2.6% | 111,684 | $76.7M |
| Gentry Private Wealth, LLC | 39.36% | Add +2.7% | 111,345 | $76.5M |
| Lansing Street Advisors | 16.23% | Add +6.4% | 110,951 | $76.2M |
| CoreCap Advisors, LLC | 2.24% | Reduce -29.1% | 110,377 | $75.8M |
| Legacy Advisors, LLC | 7.05% | Add +118.3% | 109,960 | $75.5M |
| TradeWell Securities, LLC. | 26.82% | Add +1.6% | 109,390 | $75.1M |
| Selective Wealth Management, Inc. | 19.71% | Add +0.7% | 109,970 | $75.1M |
| Franklin, Parlapiano, Turner & Welch, LLC | 16.82% | Reduce -3.0% | 108,290 | $74.4M |
| Tenon Financial LLC | 23.84% | Add +8.6% | 107,907 | $74.1M |
| Fifth Third Securities, Inc. | 4.22% | Reduce -1.2% | 107,754 | $74.0M |
| New England Asset Management Inc. | 8.75% | Reduce -0.6% | 106,585 | $73.2M |
| Brighton Securities Corp. | 31.44% | Add +1.8% | 106,571 | $73.2M |
| Rathbones Group PLC | 0.27% | Reduce -1.1% | 106,152 | $72.9M |
| Rolek Wealth Management LLC | 40.65% | Add +6.0% | 105,682 | $72.6M |
| Hollencrest Capital Management | 4.76% | Reduce -83.4% | 105,611 | $72.5M |
| Itau Unibanco Holding S.A. | 1.43% | Reduce -77.6% | 105,568 | $72.5M |
| Evermay Wealth Management LLC | 7.45% | Reduce -11.0% | 105,353 | $72.4M |
| Oppenheimer & Co. Inc. | 0.77% | Add +5.4% | 104,550 | $71.8M |
| Hill Island Financial LLC | 15.31% | Add +0.0% | 104,449 | $71.7M |
| Fiduciary Group, LLC | 5.60% | Add +2.0% | 103,990 | $71.4M |
| Ayalon Insurance Comp Ltd. | 8.71% | Add +103.7% | 103,303 | $71.0M |
| Progeny 3, Inc. | 3.66% | No change | 103,300 | $70.9M |
| Simplicity Wealth,LLC | 2.38% | Add +6.2% | 102,799 | $70.6M |
| Freestone Capital Holdings, LLC | 1.82% | Add +12.8% | 101,967 | $70.0M |
| Deutsche Bank AG | 0.02% | Add +6.3% | 101,332 | $69.6M |
| Sierra Capital LLC | 6.67% | Reduce -0.7% | 100,535 | $69.0M |
| MLG Wealth Management DBA Pine Grove Financial Group | 6.93% | Add +5.5% | 99,666 | $68.6M |
| Guardian Wealth Advisors, LLC / NC | 3.89% | Add +0.7% | 99,947 | $68.6M |
| Moody National Bank Trust Division | 5.68% | Reduce -5.4% | 99,885 | $68.6M |
| Nadler Financial Group, Inc. | 5.80% | Reduce -0.2% | 99,569 | $68.4M |
| BNP Paribas Financial Markets | 0.04% | Reduce -57.5% | 99,123 | $68.1M |
| Pioneer Family Office, LLC | 34.97% | Add +7.0% | 98,792 | $67.8M |
| Summitas Investment Management LLC | 50.09% | Reduce -4.6% | 98,143 | $67.4M |
| Gladstone Institutional Advisory LLC | 2.12% | Add +2.5% | 97,638 | $67.1M |
| Next Level Wealth Planning, LLC | 29.45% | Add +2.3% | 97,407 | $66.9M |
| Dunhill Financial, LLC | 13.68% | Reduce -8.5% | 97,277 | $66.9M |
| Roundview Capital LLC | 3.65% | Reduce -1.2% | 97,191 | $66.8M |
| Hillcrest Wealth Advisors - NY, LLC | 23.79% | Reduce -0.2% | 96,774 | $66.5M |
| Citadel Advisors | 0.04% | New | 96,708 | $66.4M |
| Ameritas Advisory Services, LLC | 1.34% | Add +34.8% | 96,131 | $66.0M |
| Curated Wealth Partners LLC | 7.65% | Add +19.9% | 96,115 | $66.0M |
| Twele Capital Management, Inc. | 10.75% | Reduce -3.0% | 95,820 | $65.8M |
| Landmark Wealth Management, LLC | 15.62% | Reduce -0.5% | 95,047 | $65.3M |
| Boston Family Office LLC | 3.96% | Add +19.1% | 94,960 | $65.2M |
| 3Chopt Investment Partners, LLC | 12.16% | Add +2.7% | 94,181 | $64.7M |
| Level Financial Advisors | 14.42% | Add +2.3% | 93,946 | $64.5M |
| Safir Wealth Advisors, LLC | 41.68% | Add +0.1% | 93,397 | $64.1M |
| United Services Automobile Association | 5.13% | Reduce -1.7% | 92,692 | $63.7M |
| Optas, LLC | 8.86% | Add +0.3% | 92,073 | $63.2M |
| Crestmont Private Wealth LLC | 17.74% | Reduce -13.9% | 92,063 | $63.2M |
| Fragasso Financial Advisors Inc | 3.36% | Reduce -0.8% | 91,653 | $62.9M |
| Jasper Ridge Partners, L.P. | 1.34% | Reduce -8.3% | 91,404 | $62.8M |
| Warren Street Wealth Advisors, LLC | 14.13% | Add +1.4% | 91,112 | $62.6M |
| Apella Capital, LLC | 0.88% | Add +11.0% | 90,749 | $62.4M |
| CreativeOne Wealth, LLC | 1.34% | Add +9.2% | 90,453 | $62.1M |
| Foundations Investment Advisors, LLC | 0.64% | Add +6.4% | 90,423 | $62.1M |
| Steph & Co. | 15.69% | Add +5.2% | 90,235 | $62.0M |
| Kearns & Associates LLC | 28.93% | Reduce -0.5% | 90,226 | $62.0M |
| Innovative Wealth Building LLC | 35.68% | Add +3.1% | 89,416 | $61.4M |
| Ashton Thomas Securities, LLC | 8.99% | Add +3.5% | 88,623 | $60.8M |
| Fort Point Capital Partners LLC | 6.49% | Add +12.6% | 88,406 | $60.7M |
| Crescent Grove Advisors, LLC | 5.12% | Add +5.2% | 87,946 | $60.4M |
| Howland Capital Management LLC | 2.18% | Add +19.4% | 87,854 | $60.3M |
| Frazier Financial Advisors, LLC | 30.40% | Add +8.7% | 87,648 | $60.2M |
| Eagle Wealth Strategies LLC | 22.91% | Add +1.0% | 87,307 | $60.0M |
| Fidelis Capital Partners, LLC | 3.45% | Add +22.3% | 87,117 | $59.8M |
| Claro Advisors Inc. | 6.27% | Add +15.1% | 87,030 | $59.8M |
| Wealthcare Advisory Partners LLC | 1.13% | Reduce -15.0% | 86,985 | $59.7M |
| QRG Capital Management, Inc. | 0.49% | Add +8.9% | 86,890 | $59.7M |
| Rwa Wealth Partners, LLC | 0.56% | Add +8.3% | 84,891 | $58.3M |
| Drucker Wealth 3.0, LLC | 9.18% | Reduce -0.7% | 84,508 | $58.0M |
| AlTi Global, Inc. | 1.20% | Add +0.6% | 84,212 | $57.8M |
| HBW Advisory Services LLC | 5.20% | Reduce -1.0% | 83,738 | $57.5M |
| BCS Wealth Management | 10.36% | Add +3.3% | 83,736 | $57.5M |
| Boyd Wealth Management, LLC | 21.70% | Reduce -0.5% | 83,461 | $57.3M |
| Taikang Asset Management (Hong Kong) Co Ltd | 5.21% | No change | 83,414 | $57.3M |
| EMC Capital Management | 22.59% | — | 83,223 | $57.2M |
| Nicolet Bankshares Inc. | 1.82% | Reduce -7.8% | 82,963 | $57.1M |
| Rooted Wealth Advisors, Inc. | 13.90% | Add +1.3% | 82,649 | $56.8M |
| Karnit Road Accident Victims Compensation Fund | 32.15% | Reduce -12.4% | 82,377 | $56.6M |
| Topsail Wealth Management, LLC | 7.22% | Reduce -3.3% | 82,364 | $56.6M |
| HBK Sorce Advisory LLC | 1.10% | Add +0.7% | 79,825 | $56.5M |
| Zurich Insurance Group Ltd | 0.39% | Add +109.0% | 82,114 | $56.4M |
| Bravera Wealth | 21.56% | Add +11.3% | 81,861 | $56.2M |
| Mitchell McLeod Pugh & Williams Inc. | 6.88% | Reduce -0.0% | 81,566 | $56.0M |
| Sage Financial Group Inc. | 3.09% | Reduce -0.3% | 81,282 | $55.8M |
| Plancorp, LLC | 1.34% | Add +18.8% | 79,660 | $54.8M |
| Strategic Advisory Partners, LLC | 38.88% | Add +6.2% | 79,851 | $54.8M |
| Fiduciary Wealth Partners, LLC | 30.10% | Reduce -2.9% | 79,623 | $54.7M |
| TrueWealth Financial Partners | 22.59% | Add +0.3% | 79,595 | $54.7M |
| Trust Co. of Vermont | 2.04% | — | 79,463 | $54.6M |
| TD Waterhouse Canada Inc. | 0.14% | Reduce -5.8% | 79,760 | $54.6M |
| IFG Advisory, LLC | 1.91% | Add +25655.5% | 79,327 | $54.5M |
| Resolute Advisors LLC | 13.04% | Reduce -0.4% | 79,256 | $54.4M |
| Landmark Wealth Management, Inc. | 18.00% | Add +3.9% | 79,181 | $54.4M |
| Integrity Alliance, Llc. | 1.71% | Add +100.8% | 79,133 | $54.3M |
| Resolute Capital, LLC | 18.75% | Add +6.4% | 79,109 | $54.3M |
| Greenleaf Trust | 0.52% | Add +0.2% | 78,178 | $53.7M |
| Weil Company, Inc. | 9.41% | Add +43.1% | 77,806 | $53.4M |
| LTS Liquid Investments LLC | 28.40% | Add +65.4% | 77,316 | $53.1M |
| Sompo Asset Management Co., Ltd. | 8.71% | Add +3.5% | 77,222 | $53.0M |
| Fiduciary Trust Co | 0.58% | Reduce -1.8% | 77,057 | $52.9M |
| Associated Banc-Corp | 1.26% | Add +2.0% | 77,015 | $52.9M |
| BCK Partners, Inc. | 25.44% | Reduce -0.4% | 76,841 | $52.8M |
| Avior Wealth Management, LLC | 1.39% | Reduce -0.3% | 76,784 | $52.7M |
| Cantor Fitzgerald Investment Advisors L.P. | 3.55% | Reduce -1.9% | 76,681 | $52.7M |
| Lepercq De Neuflize Asset Management LLC | 33.51% | Add +0.3% | 76,411 | $52.5M |
| TD Private Client Wealth LLC | 0.96% | Reduce -1.4% | 76,354 | $52.4M |
| ForthRight Wealth Management, LLC | 13.37% | Reduce -3.0% | 76,085 | $52.3M |
| Allianz SE | 0.55% | Add +55.2% | 75,646 | $52.0M |
| Advanced Asset Management Advisors Inc | 13.57% | Reduce -14.3% | 75,088 | $51.6M |
| Salomon & Ludwin, LLC | 4.23% | Reduce -3.5% | 75,056 | $51.4M |
| Steffes Financial, Ltd. | 22.06% | Add +3.4% | 74,410 | $51.1M |
| Larson Financial Group LLC | 1.35% | Reduce -27.7% | 74,317 | $51.0M |
| TrustBank | 17.31% | Add +2.2% | 74,234 | $51.0M |
| GreatBanc Trust CO | 31.54% | Reduce -0.3% | 74,051 | $50.9M |
| Americana Partners, LLC | 1.15% | Add +2.4% | 74,037 | $50.8M |
| Sage Mountain Advisors LLC | 3.13% | Reduce -9.4% | 74,026 | $50.8M |
| Global Retirement Partners, LLC | 0.77% | — | 73,634 | $50.6M |
| MBM Wealth Consultants, LLC | 9.69% | Reduce -0.9% | 73,189 | $50.3M |
| Fort Washington Investment Advisors Inc. | 0.25% | Reduce -9.0% | 73,150 | $50.2M |
| Parsons Capital Management Inc. | 2.27% | Add +7.5% | 73,048 | $50.2M |
| Sheets Smith Wealth Management | 4.99% | Reduce -2.2% | 72,716 | $49.9M |
| Trust Co of the South | 6.99% | Add +0.9% | 72,294 | $49.7M |
| Seeds Investor LLC | 5.09% | Add +27.9% | 72,166 | $49.6M |
| Galilei Investment Office LLP | 22.66% | Add +1.2% | 71,908 | $49.4M |
| Sellwood Investment Partners LLC | 17.39% | Reduce -5.8% | 71,813 | $49.3M |
| Sigma Planning Corp | 1.24% | Reduce -10.7% | 71,642 | $49.2M |
| Mfa Wealth Advisors, LLC | 8.35% | Add +4.6% | 71,323 | $49.0M |
| Banco BTG Pactual S.A. | 6.48% | Add +18.3% | 70,918 | $48.7M |
| Crestwood Advisors Group, LLC | 0.72% | Add +1.5% | 70,923 | $48.7M |
| Focus Partners Advisor Solutions, LLC | 0.41% | Reduce -3.2% | 70,775 | $48.6M |
| Leavell Investment Management, Inc. | 1.77% | Add +4.0% | 70,652 | $48.5M |
| Avion Wealth | 9.00% | Add +2.2% | 70,432 | $48.4M |
| Kintra Wealth, LLC | 2.53% | Add +101.1% | 67,651 | $48.4M |
| Mandatum Life Insurance Co Ltd | 8.95% | Add +12.2% | 70,406 | $48.4M |
| Capital Management Associates, Inc | 9.72% | Add +3.8% | 70,396 | $48.3M |
| Level Four Advisory Services, LLC | 1.36% | Add +1.8% | 70,236 | $48.2M |
| Verum Partners LLC | 7.29% | Reduce -0.4% | 70,185 | $48.2M |
| Fairway Wealth LLC | 11.02% | Add +10.0% | 70,154 | $48.2M |
| Greenbush Financial Group, LLC | 14.10% | Add +1.1% | 69,832 | $48.0M |
| Basso Capital Management, L.P. | 11.78% | Add +26.6% | 69,593 | $47.8M |
| Discipline Wealth Solutions, LLC | 4.17% | Add +26.4% | 69,539 | $47.8M |
| Johnson Investment Counsel Inc. | 0.35% | Reduce -3.2% | 69,531 | $47.8M |
| Fulton Bank, N.A. | 1.46% | Reduce -13.1% | 69,478 | $47.7M |
| Mather Group, Llc. | 0.42% | Add +1.4% | 69,325 | $47.6M |
| Alvarez & Marsal Private Wealth Partners, LLC | 6.19% | Reduce -0.6% | 68,323 | $46.9M |
| Oak Harvest Investment Services | 4.38% | Reduce -4.1% | 68,226 | $46.9M |
| Scarborough Advisors, LLC | 5.35% | Add +83.2% | 68,269 | $46.6M |
| Atom Investors LP | 4.09% | Reduce -0.1% | 66,972 | $46.0M |
| Power Alpha Investment Ltd | 4.60% | No change | 66,600 | $45.7M |
| Sequoia Financial Advisors, LLC | 0.23% | Add +4.3% | 66,567 | $45.7M |
| Asset Management One Co., Ltd. | 0.12% | Reduce -1.5% | 66,487 | $45.7M |
| NWF Advisory Services Inc. | 4.26% | Add +0.5% | 65,939 | $45.3M |
| Park Avenue Securities LLC | 0.28% | Reduce -3.1% | 65,769 | $45.2M |
| Bailard, Inc. | 0.92% | Reduce -0.0% | 65,548 | $45.0M |
| Parisi Gray Wealth Management | 9.22% | Reduce -0.3% | 65,403 | $44.9M |
| Pittenger & Anderson Inc. | 1.59% | Add +2.3% | 64,655 | $44.4M |
| Unconventional Investor, LLC | 18.30% | Add +29.5% | 64,399 | $44.2M |
| IFP Advisors, Inc | 0.80% | Add +12.1% | 64,339 | $44.2M |
| Sfm, LLC | 22.65% | Add +6.3% | 64,334 | $44.2M |
| Avantax Planning Partners, Inc. | 1.10% | Reduce -1.1% | 64,219 | $44.1M |
| GenWealth Group, Inc. | 6.85% | Add +1.4% | 64,037 | $44.0M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 5.44% | New | 63,916 | $44.0M |
| SigFig Wealth Management, LLC | 1.16% | Reduce -0.6% | 64,400 | $43.9M |
| Bleakley Financial Group, LLC | 0.56% | Add +4.1% | 63,597 | $43.7M |
| Evanson Financial, LLC | 2.14% | — | 63,582 | $43.7M |
| Atlas Legacy Advisors, LLC | 6.46% | Add +1.5% | 63,587 | $43.7M |
| Belpointe Asset Management LLC | 1.43% | Add +14.3% | 63,511 | $43.6M |
| Argent Trust Co | 1.26% | Add +23.2% | 63,463 | $43.6M |
| Thayer Partners, LLC / MA | 18.01% | Add +1.2% | 63,332 | $43.5M |
| Cora Capital Advisors LLC | 12.20% | Add +2.8% | 63,293 | $43.5M |
| First Merchants Corp. | 1.52% | Add +2.7% | 62,651 | $43.0M |
| Integral Investment Advisors, Inc. | 9.47% | Add +3.0% | 62,578 | $43.0M |
| Spirepoint Private Client, LLC | 3.48% | Add +17.7% | 62,537 | $43.0M |
| Front Street Capital Management, Inc. | 4.83% | Reduce -7.9% | 61,985 | $42.6M |
| Passaic Partners LLC | 4.06% | Reduce -10.4% | 61,884 | $42.5M |
| Oxler Private Wealth LLC | 12.10% | Reduce -2.4% | 61,678 | $42.4M |
| Principal Financial Group Inc. | 0.02% | Reduce -5.5% | 61,543 | $42.3M |
| Aurelius Family Office LLC | 16.59% | Reduce -1.9% | 61,313 | $42.1M |
| Clifford Group, LLC | 29.11% | Reduce -8.8% | 61,299 | $42.1M |
| ASO GROUP Ltd | 17.76% | No change | 60,989 | $41.9M |
| Bear Mountain Capital, Inc. | 12.13% | Add +1.3% | 60,572 | $41.9M |
| Centric Wealth Management | 6.49% | Add +103.8% | 60,977 | $41.8M |
| Trek Financial, LLC | 2.07% | Add +53.9% | 60,576 | $41.6M |
| Applied Capital LLC | 13.36% | Add +5.0% | 60,362 | $41.5M |
| Okabena Investment Services Inc. | 7.39% | Add +2.4% | 60,275 | $41.4M |
| Ethos Financial Group, LLC | 2.76% | Add +0.6% | 61,398 | $41.2M |
| Nan Shan Life Insurance Co., Ltd. | 1.29% | Reduce -12.3% | 60,032 | $41.2M |
| Aufman Associates Inc | 16.33% | Reduce -0.2% | 59,636 | $41.0M |
| First National Bank of Omaha | 1.15% | Reduce -2.3% | 59,625 | $40.9M |
| Royal Fund Management, LLC | 3.41% | Add +2.4% | 59,524 | $40.9M |
| WealthCare Asset Management, LLC | 17.09% | New | 59,474 | $40.8M |
| Smartleaf Asset Management LLC | 1.32% | No change | 59,787 | $40.7M |
| Souders Financial Advisors | 4.09% | Reduce -33.9% | 59,215 | $40.7M |
| Axos Invest Inc. | 29.53% | Add +9.9% | 57,889 | $40.3M |
| Vident Advisory, LLC | 0.30% | Add +18.4% | 58,597 | $40.2M |
| EJMK Ventures LLC | 18.25% | Add +19.5% | 58,557 | $40.2M |
| Venturi Wealth Management, LLC | 1.55% | Reduce -62.6% | 58,334 | $40.1M |
| Financial Sense Advisors, Inc. | 8.71% | Reduce -2.0% | 58,299 | $40.0M |
| Factor Wealth Management LTD | 6.04% | Add +56.0% | 58,181 | $40.0M |
| Ameraudi Asset Management, Inc. | 18.02% | Reduce -3.9% | 57,925 | $39.8M |
| EFG International AG | 0.74% | Add +34.4% | 57,863 | $39.7M |
| RFG Advisory, LLC | 0.62% | Add +29.6% | 57,777 | $39.7M |
| Park Presidio Capital LLC | 2.24% | Reduce -1.0% | 57,684 | $39.6M |
| Dynamic Advisor Solutions LLC | 1.13% | Add +10.4% | 57,555 | $39.5M |
| Baker Tilly Wealth Management, LLC | 8.47% | Add +4.5% | 57,473 | $39.5M |
| Bluespring Wealth Management, LLC | 0.76% | Add +4332.5% | 57,356 | $39.4M |
| Advisory Services Network, LLC | 0.45% | Reduce -2.3% | 57,023 | $39.2M |
| Kovack Advisors, Inc. | 1.88% | Add +1.1% | 56,901 | $39.0M |
| Prospera Financial Services Inc | 0.57% | Reduce -0.7% | 56,586 | $38.9M |
| Aspire Capital Advisors LLC | 7.55% | Reduce -2.5% | 56,453 | $38.8M |
| Ameritas Investment Partners, Inc. | 1.03% | Reduce -9.2% | 56,066 | $38.5M |
| Boston Trust Walden Corp | 0.29% | Add +1.4% | 55,859 | $38.4M |
| Brooklyn FI, LLC | 7.01% | Add +2.9% | 55,607 | $38.2M |
| Tompkins Financial Corp. | 2.67% | Add +3.3% | 55,534 | $38.1M |
| BBR Partners, LLC | 1.79% | Add +9.7% | 55,497 | $38.1M |
| VVR Holdings LLC | 16.20% | Reduce -0.8% | 54,554 | $37.5M |
| Oak Root LLC | 4.13% | Add +1.1% | 54,519 | $37.4M |
| Laird Norton Wetherby Trust Company, LLC | 0.72% | Add +5.2% | 54,420 | $37.4M |
| R. W. Roge & Company, Inc. | 15.85% | Add +0.1% | 54,388 | $37.4M |
| Avidian Wealth Enterprises, LLC | 1.03% | Reduce -0.2% | 54,203 | $37.2M |
| NWM Advisors, LLC | 29.20% | Reduce -1.1% | 53,991 | $37.1M |
| HUB Investment Partners, LLC | 0.68% | Add +111.7% | 53,975 | $37.1M |
| Kingswood Wealth Advisors, LLC | 1.48% | Add +8.6% | 53,321 | $36.6M |
| Atlanta Consulting Group Advisors, LLC | 5.78% | Add +80.1% | 53,048 | $36.4M |
| Capital Investment Management, Inc. | 11.15% | Reduce -0.9% | 52,989 | $36.4M |
| Parallel Advisors, LLC | 0.55% | Reduce -0.0% | 52,708 | $36.2M |
| First Financial Corp. | 12.41% | Reduce -2.8% | 52,235 | $35.9M |
| Garde Capital, Inc. | 1.60% | Reduce -7.9% | 52,059 | $35.8M |
| Phillips Financial Management, LLC | 2.61% | Reduce -15.1% | 51,871 | $35.6M |
| HighRoad Wealth Advisors, LLC | 29.89% | Add +0.6% | 51,626 | $35.5M |
| Strategent Financial, LLC | 20.41% | Add +2.9% | 51,581 | $35.4M |
| KilterHowling LLC | 15.74% | Add +2.7% | 51,152 | $35.1M |
| Cullen/Frost Bankers, Inc. | 0.34% | Reduce -1.1% | 50,928 | $35.0M |
| Ade, LLC | 14.76% | Add +3.9% | 50,860 | $34.9M |
| Autumn Glory Partners, LLC | 9.89% | Add +8.2% | 50,808 | $34.9M |
| Greenline Partners, LLC | 3.54% | Add +15.0% | 50,707 | $34.8M |
| Williams Jones Wealth Management, LLC. | 0.39% | Reduce -1.6% | 50,682 | $34.8M |
| Rational Advisors, Inc. | 3.34% | Add +44.5% | 50,476 | $34.7M |
| FourThought Financial Partners, LLC | 2.66% | Add +8.7% | 50,233 | $34.5M |
| Journey Beyond Wealth, LLC | 26.89% | Reduce -4.4% | 50,130 | $34.4M |
| Canerector Inc. | 15.67% | Add +10.7% | 50,000 | $34.3M |
| SOA Wealth Advisors, LLC. | 5.76% | Reduce -0.2% | 49,891 | $34.3M |
| Diana Davis Spencer Foundation | 61.97% | Add +0.3% | 49,829 | $34.2M |
| PKO Investment Management Joint-Stock Co | 2.48% | Add +2.0% | 49,725 | $34.2M |
| Valtrion Capital Management, LLC | 25.35% | Add +11.7% | 49,584 | $34.1M |
| Woodside Wealth Management LLC | 23.59% | Reduce -0.3% | 49,298 | $33.9M |
| Balance Wealth Partners LLC | 8.98% | Add +21.8% | 49,154 | $33.8M |
| Sumitomo Life Insurance Co. | 0.55% | Add +17.8% | 49,000 | $33.7M |
| XY Planning Network, Inc. | 4.21% | Add +4.9% | 48,815 | $33.5M |
| Waldron Private Wealth LLC | 1.16% | Add +24.8% | 48,571 | $33.4M |
| Arkadios Wealth Advisors | 0.50% | Add +2.1% | 47,832 | $32.9M |
| Precision Wealth Strategies, LLC | 9.89% | Reduce -2.2% | 47,801 | $32.8M |
| Operose Advisors LLC | 6.34% | Add +0.3% | 47,754 | $32.8M |
| Sandy Cove Advisors, LLC | 8.15% | Add +0.0% | 47,427 | $32.6M |
| Romano Brothers and Company | 3.27% | Reduce -0.1% | 47,365 | $32.5M |
| First Citizens Bank & Trust Co. | 0.49% | Reduce -0.5% | 47,358 | $32.5M |
| EnRich Financial Partners LLC | 7.71% | Add +1.3% | 47,251 | $32.5M |
| First National Bank Sioux Falls | 8.86% | No change | 50,224 | $32.4M |
| Powerhouse Assets LLC | 26.24% | Reduce -0.6% | 46,931 | $32.2M |
| Fiducient Advisors LLC | 4.61% | Add +10.3% | 46,914 | $32.2M |
| HRT Financial LP | 0.06% | New | 46,801 | $32.1M |
| Orion Porfolio Solutions, LLC | 0.25% | Reduce -40.6% | 46,751 | $32.1M |
| Whittier Trust Co. of Nevada Inc. | 0.60% | No change | 46,724 | $32.1M |
| Beacon Harbor Wealth Advisors, Inc. | 6.25% | Add +2.4% | 46,736 | $32.1M |
| High Net Worth Advisory Group LLC | 6.81% | Reduce -0.5% | 46,663 | $32.0M |
| Lowe Brockenbrough & Co. Inc. | 1.42% | Add +70.9% | 46,610 | $32.0M |
| Three Bridge Wealth Advisors, LLC | 7.99% | Reduce -3.8% | 46,454 | $31.9M |
| Brighton Jones LLC | 0.58% | Add +8.4% | 45,789 | $31.4M |
| EverSource Wealth Advisors, LLC | 1.06% | Reduce -5.9% | 45,760 | $31.4M |
| Pearl Planning LLC | 14.36% | Add +6.4% | 45,453 | $31.2M |
| Members Trust Co | 0.97% | Add +4.8% | 45,442 | $31.2M |
| Victory Financial Group, LLC | 3.28% | Add +2.0% | 45,399 | $31.2M |
| Spire Wealth Management | 0.94% | Add +13.4% | 45,087 | $31.0M |
| Wheelhouse Advisory Group LLC | 8.71% | Add +3.3% | 44,932 | $30.9M |
| Integrated Advisors Network LLC | 1.42% | Add +1.5% | 44,900 | $30.8M |
| O'Connor Financial Group LLC | 10.91% | Add +1.1% | 44,893 | $30.8M |
| Matrix Trust Co | 4.46% | Add +0.4% | 44,818 | $30.8M |
| Canton Hathaway, LLC | 5.89% | No change | 44,750 | $30.7M |
| Fairscale Capital, LLC | 18.35% | Add +1.0% | 44,731 | $30.7M |
| Capital Investment Advisors, LLC | 0.40% | Add +3.6% | 44,507 | $30.6M |
| Southeast Asset Advisors, LLC | 3.10% | Add +0.0% | 44,484 | $30.6M |
| Meridian Financial Partners LLC | 10.41% | Add +0.7% | 44,262 | $30.5M |
| TD Capital Management LLC | 2.49% | Add +6.4% | 44,414 | $30.5M |
| McNaughton Wealth Management, LLC | 10.83% | Add +95.5% | 44,399 | $30.5M |
| Freedom Financial Partners LLC | 9.93% | Reduce -0.1% | 44,394 | $30.5M |
| C M Bidwell & Associates Ltd. | 12.46% | Add +4.3% | 44,369 | $30.5M |
| Choate Investment Advisors | 0.54% | Reduce -2.6% | 44,351 | $30.5M |
| Conning Inc. | 0.95% | Add +40.6% | 44,272 | $30.4M |
| Sanchez Levi Garrett | 16.45% | Reduce -1.6% | 44,132 | $30.3M |
| Bryant Woods Investment Advisors, LLC | 8.42% | Reduce -0.8% | 44,105 | $30.3M |
| North Star Investment Management Corp. | 1.65% | Reduce -0.9% | 44,013 | $30.2M |
| American Century Companies Inc. | 0.01% | Add +25.4% | 44,000 | $30.2M |
| Acorn Financial Advisory Services Inc. | 3.97% | Reduce -38.2% | 43,580 | $29.9M |
| Independent Financial Group, LLC | 0.56% | Add +8.0% | 43,560 | $29.9M |
| Envision Financial LLC | 13.77% | Add +11.6% | 43,539 | $29.9M |
| Liberty Square Wealth Partners LLC | 7.10% | Reduce -4.0% | 43,380 | $29.8M |
| Keating Financial Advisory Services, Inc. | 3.91% | Add +44.2% | 43,237 | $29.7M |
| Visionary Wealth Advisors | 1.17% | Add +11.8% | 43,122 | $29.6M |
| Verus Capital Partners, LLC | 1.60% | Add +21.0% | 43,074 | $29.6M |
| 1834 Investment Advisors Co. | 3.35% | Add +16.1% | 43,073 | $29.6M |
| Base Wealth Management LLC | 13.76% | Reduce -8.5% | 43,061 | $29.6M |
| Omega Advisors (Leon Cooperman) | 0.83% | Reduce -1.6% | 42,891 | $29.5M |
| Merrithew & Thorsten Inc | 25.00% | Reduce -1.3% | 42,728 | $29.3M |
| Mission Wealth Management, LP | 0.37% | Add +128.3% | 42,655 | $29.3M |
| PFG Advisors | 1.48% | Reduce -1.9% | 42,620 | $29.3M |
| First National Trust Co | 0.99% | Add +7.8% | 42,611 | $29.3M |
| Cary Street Partners Financial LLC | 0.64% | Add +5.9% | 42,510 | $29.2M |
| Shufro Rose & Co. LLC | 1.68% | Add +0.8% | 42,506 | $29.2M |
| Signal Tree Financial Partners LLC | 19.24% | Add +3.8% | 42,269 | $29.0M |
| Alexander Labrunerie & Co., Inc. | 10.26% | Reduce -2.0% | 42,245 | $29.0M |
| Baltimore-Washington Financial Advisors, Inc. | 1.08% | Reduce -1.0% | 42,054 | $28.9M |
| Tiff Advisory Services, LLC | 7.05% | Reduce -5.8% | 41,878 | $28.8M |
| Carroll Advisory Group, LLC | 9.41% | Add +7.4% | 41,700 | $28.6M |
| Joel Isaacson & Co., LLC | 0.83% | Reduce -0.2% | 41,683 | $28.6M |
| Eagle Strategies LLC | 2.84% | Add +20.4% | 41,657 | $28.6M |
| Topor & Co. Korea | 22.39% | Reduce -1.1% | 41,357 | $28.4M |
| Venture Visionary Partners LLC | 0.79% | Add +4.1% | 41,241 | $28.3M |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 19.68% | New | 41,100 | $28.3M |
| Core Wealth Advisors, Inc. | 5.69% | Add +1.2% | 41,195 | $28.3M |
| Conquis Financial LLC | 22.80% | Reduce -3.9% | 41,162 | $28.3M |
| Van Eck Associates Corp. | 0.02% | Reduce -4.9% | 41,160 | $28.3M |
| Banta Asset Management LP | 25.23% | Add +0.5% | 41,142 | $28.3M |
| First Bank & Trust | 4.15% | No change | 41,114 | $28.2M |
| Western Wealth Management, LLC | 0.92% | Add +4.0% | 41,070 | $28.2M |
| Bridgewater Advisors Inc. | 1.53% | Add +110.7% | 40,333 | $28.1M |
| Rareview Capital LLC | 15.70% | Add +6.8% | 49,439 | $28.1M |
| Eq LLC | 6.88% | Reduce -2.6% | 40,811 | $28.0M |
| Stuart Investment Advisors, Inc. | 11.26% | Reduce -0.6% | 40,771 | $28.0M |
| Cascades Capital Asset Management, LLC | 10.43% | Add +4.8% | 40,743 | $28.0M |
| Facet Wealth, Inc. | 0.40% | Add +33.5% | 40,733 | $28.0M |
| Naples Global Advisors, LLC | 1.72% | Add +0.3% | 40,597 | $27.9M |
| Lanark Financial, Inc. | 1.89% | Add +5.8% | 40,585 | $27.9M |
| Kickstand Ventures, Llc. | 5.06% | Reduce -47.2% | 40,512 | $27.8M |
| Intelligent Financial Strategies | 13.34% | Reduce -0.5% | 40,378 | $27.7M |
| Montag A & Associates Inc. | 1.17% | Add +8.8% | 40,213 | $27.6M |
| Tsfg, LLC | 3.48% | Add +0.3% | 40,195 | $27.6M |
| Family Office Research LLC | 10.29% | Add +2.2% | 39,949 | $27.4M |
| Members Advisory Group LLC | 7.65% | Reduce -9.8% | 39,856 | $27.4M |
| CM Wealth Advisors LLC | 4.94% | Reduce -0.6% | 39,868 | $27.4M |
| Retirement Wealth Solutions LLC | 15.08% | Reduce -3.6% | 39,857 | $27.4M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 39,030 | $26.8M |
| Riverpoint Wealth Management Holdings, LLC | 4.92% | Add +1.5% | 39,014 | $26.8M |
| Brown Brothers Harriman & Co. | 0.12% | Add +11.2% | 38,860 | $26.7M |
| TMB Capital Partners, LLC | 8.31% | Add +2.3% | 38,803 | $26.7M |
| Thompson Siegel & Walmsley LLC | 0.48% | Reduce -1.4% | 38,801 | $26.6M |
| Busey Bank | 0.65% | Reduce -0.4% | 38,792 | $26.6M |
| Lotus Asset Management LLC | 23.51% | — | 38,688 | $26.6M |
| Sound View Wealth Advisors Group, LLC | 1.65% | Reduce -0.3% | 38,673 | $26.6M |
| Tribridge Partners Financial LLC | 10.39% | Reduce -3.0% | 39,046 | $26.5M |
| Great Valley Advisor Group, Inc. | 0.42% | Add +1.9% | 38,584 | $26.5M |
| Andrews Advisory Associates, LLC | 12.71% | Add +1.4% | 38,501 | $26.4M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 3.48% | No change | 38,466 | $26.4M |
| Cornerstone Wealth Group, LLC | 1.57% | Add +0.4% | 38,432 | $26.4M |
| Tower Bridge Advisors | 2.37% | Add +23.0% | 38,315 | $26.3M |
| Red Door Wealth Management, LLC | 2.40% | Add +6.5% | 38,290 | $26.3M |
| Prospera Capital Management, LLC | 8.21% | Add +75.6% | 38,034 | $26.3M |
| Beaumont Financial Advisors, LLC | 1.67% | Add +9.0% | 38,216 | $26.2M |
| Wetzel Investment Advisors, Inc. | 9.09% | Add +40.1% | 38,096 | $26.2M |
| Manchester Capital Management LLC | 3.39% | Add +2.7% | 37,961 | $26.1M |
| CWS Financial Advisors, LLC | 5.78% | Reduce -8.5% | 37,948 | $26.1M |
| Rialto Wealth Management, LLC | 5.16% | Add +1.2% | 37,938 | $26.1M |
| Renaissance Technologies | 0.04% | New | 37,820 | $26.0M |
| Fort Vancouver Investment Management, LLC | 12.12% | Reduce -5.9% | 37,795 | $26.0M |
| Verdence Capital Advisors LLC | 1.36% | Reduce -1.5% | 37,751 | $25.9M |
| McCollum Christoferson Group LLC | 7.52% | Reduce -1.2% | 95,210 | $25.9M |
| UNIVEST FINANCIAL Corp | 1.27% | Reduce -6.9% | 37,714 | $25.9M |
| Highline Wealth Partners LLC | 5.29% | Add +1.2% | 37,706 | $25.9M |
| Capital City Trust Co. | 5.36% | Add +7.6% | 37,634 | $25.8M |
| Maseco LLP | 0.72% | Add +5.3% | 37,569 | $25.8M |
| Evergreen Capital Management LLC | 0.45% | Add +3.5% | 37,355 | $25.7M |
| MKT Advisors LLC | 7.96% | Reduce -1.5% | 37,294 | $25.6M |
| Heritage Wealth Advisors | 0.88% | Reduce -1.1% | 37,206 | $25.6M |
| Div Capital Phoenix Assets Ltd | 4.38% | No change | 37,200 | $25.5M |
| Peachtree Investment Partners, LLC | 8.13% | Add +42.2% | 36,932 | $25.4M |
| Piedmont Capital Management, LLC | 15.48% | Add +3.6% | 36,924 | $25.4M |
| WNY Asset Management, LLC | 2.27% | Add +1.9% | 36,903 | $25.3M |
| Kohmann Bosshard Financial Services, LLC | 2.14% | Add +9.8% | 36,803 | $25.3M |
| Richardson Capital Management LLC | 10.78% | Reduce -0.9% | 36,747 | $25.2M |
| Hikari Tsushin, Inc. | 1.67% | Reduce -19.2% | 36,709 | $25.2M |
| Synergy Investment Management, LLC | 6.09% | Reduce -3.5% | 36,651 | $25.2M |
| Keystone Financial Group | 1.50% | Add +1.6% | 36,618 | $25.1M |
| Asset One Wealth Management LLC | 2.65% | Add +4.0% | 36,222 | $25.1M |
| Farmers & Merchants Investments Inc. | 0.61% | Add +0.8% | 36,563 | $25.1M |
| Thoroughbred Financial Services, LLC | 1.20% | Add +248.8% | 122,838 | $25.0M |
| Privium Fund Management (UK) Ltd | 10.41% | Reduce -70.1% | 36,740 | $25.0M |
| Alamar Capital Management, LLC | 12.65% | Reduce -5.5% | 36,411 | $25.0M |
| CVA Family Office, LLC | 2.26% | Add +1.2% | 36,375 | $25.0M |
| Wealth Group Ltd | 4.78% | Add +0.7% | 36,336 | $25.0M |
| Evelyn Partners Group Ltd | 0.43% | — | 176,300 | $24.8M |
| Fifth Third Wealth Advisors LLC | 0.69% | Add +4.0% | 35,928 | $24.7M |
| University of Chicago | 5.88% | Reduce -28.9% | 35,927 | $24.7M |
| Modern Wealth Management, LLC | 0.29% | Reduce -19.3% | 35,711 | $24.5M |
| Indivisible Partners | 1.39% | Add +75.7% | 35,680 | $24.5M |
| AssuredPartners Investment Advisors, LLC | 2.37% | Add +2.1% | 35,640 | $24.5M |
| Western Reserve Capital Management, LLC | 18.09% | Add +0.5% | 35,536 | $24.4M |
| Wesbanco Bank Inc. | 0.61% | Add +5.7% | 35,518 | $24.4M |
| First PREMIER Bank | 3.94% | Add +452.8% | 35,458 | $24.4M |
| Balentine LLC | 0.87% | Reduce -2.6% | 35,453 | $24.3M |
| AMG Asset Management Group, Inc. | 15.21% | Add +1.1% | 35,372 | $24.3M |
| Chris Bulman Inc | 8.86% | Add +21.0% | 35,322 | $24.3M |
| Barings LLC | 0.45% | No change | 35,299 | $24.2M |
| TritonPoint Partners, LLC | 2.00% | Add +179.4% | 35,176 | $24.2M |
| Dodds Wealth, LLC | 5.42% | Add +2.3% | 35,078 | $24.1M |
| Asset Allocation & Management Company, LLC | 7.88% | No change | 34,985 | $24.0M |
| Nuveen, LLC | 0.01% | New | 34,880 | $24.0M |
| jvl associates llc | 6.80% | Add +12.7% | 34,877 | $24.0M |
| Quotient Wealth Partners, LLC | 0.56% | Add +3.9% | 34,813 | $23.9M |
| Clark Financial Services Group Inc. | 11.27% | Add +0.2% | 34,766 | $23.9M |
| Bridges Investment Management Inc. | 0.29% | Reduce -1.8% | 34,724 | $23.8M |
| Lakeshore Financial Planning, Inc. | 7.64% | Add +12.2% | 34,551 | $23.7M |
| waypoint wealth counsel | 14.86% | Reduce -2.3% | 34,498 | $23.7M |
| Korea Investment CORP | 0.04% | No change | 34,342 | $23.6M |
| Caliber Wealth Management, LLC / KS | 2.28% | Reduce -2.4% | 34,333 | $23.6M |
| Northstar Group, Inc. | 3.12% | Reduce -0.3% | 34,081 | $23.4M |
| Community Bank, N.A. | 2.50% | Add +0.1% | 33,766 | $23.2M |
| B.O.S.S. Retirement Advisors, LLC | 6.23% | Reduce -1.9% | 33,585 | $23.1M |
| Cynosure Group, LLC | 3.46% | Reduce -52.6% | 33,505 | $23.0M |
| Braun Stacey Associates Inc. | 0.65% | Add +0.9% | 33,455 | $23.0M |
| Benjamin Edwards Inc. | 0.21% | Add +35.4% | 33,421 | $23.0M |
| Lake Hills Wealth Management, LLC | 10.40% | Add +1.4% | 33,325 | $22.9M |
| Abound Wealth Management | 4.54% | Reduce -2.3% | 33,307 | $22.9M |
| JHP Wealth Management, LLC | 18.71% | Reduce -3.0% | 33,257 | $22.8M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2.52% | Add +8.6% | 33,134 | $22.8M |
| Storen Legacy Partners, LLC | 6.20% | Reduce -0.3% | 33,095 | $22.7M |
| Pinnacle Bancorp, Inc. | 5.90% | Add +0.1% | 33,029 | $22.7M |
| Spectrum Investment Advisors, Inc. | 9.27% | Reduce -6.0% | 33,019 | $22.7M |
| StoryOne LLC | 10.70% | Add +0.0% | 32,979 | $22.7M |
| First American Bank | 1.26% | Add +14.7% | 32,914 | $22.6M |
| KPP Advisory Services LLC | 2.86% | Add +43.0% | 32,880 | $22.6M |
| Evolution Wealth Advisors, LLC | 2.64% | Add +11.5% | 32,873 | $22.6M |
| Virtue Capital Management, LLC | 3.01% | Add +0.1% | 32,803 | $22.5M |
| Twin Focus Capital Partners, LLC | 2.29% | Add +0.4% | 32,752 | $22.5M |
| Caldwell Trust Co | 1.82% | Reduce -10.8% | 32,714 | $22.5M |
| Carnegie Investment Counsel | 0.45% | Reduce -4.4% | 32,596 | $22.4M |
| Y.D. More Investments Ltd | 0.69% | Reduce -21.9% | 32,492 | $22.3M |
| Intentional Wealth Strategies, LLC | 20.91% | Add +20.7% | 32,472 | $22.3M |
| Joel Adams & Associates, Inc. | 14.31% | Reduce -0.8% | 32,441 | $22.3M |
| Parkside Financial Bank & Trust | 1.52% | Add +3.6% | 32,338 | $22.2M |
| Meridian Wealth Management, LLC | 0.69% | Reduce -1.3% | 32,325 | $22.2M |
| Valor Advisors LLC | 16.35% | Add +81.8% | 32,290 | $22.2M |
| IHT Wealth Management, LLC | 0.47% | Add +9.9% | 32,261 | $22.2M |
| CSS LLC | 2.98% | No change | 32,210 | $22.1M |
| Marble Wealth, LLC | 3.38% | Add +0.4% | 32,167 | $22.1M |
| Hilltop Holdings Inc. | 1.79% | Add +20.2% | 32,134 | $22.1M |
| Pilgrim Partners Asia Pte Ltd | 9.63% | Add +10.0% | 31,900 | $21.9M |
| AdvisorNet Financial, Inc | 1.00% | Add +2.3% | 31,884 | $21.9M |
| N.E.W. Advisory Services LLC | 1.46% | Add +7.3% | 31,862 | $21.9M |
| Brave Asset Management Inc. | 4.67% | Add +0.1% | 31,788 | $21.8M |
| Nottingham Advisors, Inc. | 2.60% | Add +0.1% | 31,888 | $21.8M |
| Matrix Asset Advisors Inc. | 1.77% | Add +3.8% | 31,620 | $21.7M |
| Ballentine Capital Advisors, Inc | 8.16% | Reduce -3.3% | 31,522 | $21.6M |
| Sapient Capital LLC | 0.28% | Add +17.6% | 31,454 | $21.6M |
| Burney Co./ | 0.58% | Add +0.7% | 31,379 | $21.6M |
| Owl Creek Wealth Partners LLC | 6.28% | Add +0.2% | 31,265 | $21.5M |
| Sunbeam Capital Management, LLC | 9.78% | Add +0.5% | 31,141 | $21.4M |
| Fort Sheridan Advisors LLC | 2.30% | Reduce -0.5% | 31,097 | $21.4M |
| 1888 Investments, LLC | 37.79% | New | 31,060 | $21.3M |
| Blue Square Asset Management, LLC | 8.64% | Add +30.5% | 31,058 | $21.3M |
| Sage Investment Advisers LLC | 14.32% | Add +3.8% | 30,994 | $21.3M |
| Baker Ellis Asset Management LLC | 2.19% | Add +7.7% | 30,805 | $21.2M |
| Modera Wealth Management, LLC | 0.23% | Add +5.1% | 30,771 | $21.1M |
| Main Street Financial Solutions, LLC | 1.35% | Add +4.7% | 30,711 | $21.1M |
| Cornerstone National Bank & Trust Co | 7.10% | Add +73.8% | 30,642 | $21.0M |
| Beacon Investment Advisory Services, Inc. | 0.78% | Add +19.6% | 30,562 | $21.0M |
| Davidson Kahn Capital Management, LLC | 8.99% | Add +3.1% | 30,466 | $20.9M |
| Zuckerman Investment Group, LLC | 1.78% | Add +1.6% | 30,433 | $20.9M |
| NewCorp Financial Services, Inc. | 15.95% | Add +3.7% | 30,346 | $20.8M |
| Uptick Partners, LLC | 3.24% | Add +20.8% | 30,316 | $20.8M |
| Whitaker-Myers Wealth Managers, LTD. | 3.46% | Add +3.0% | 30,198 | $20.7M |
| Certified Advisory Corp | 1.67% | Add +6.8% | 30,176 | $20.7M |
| ArchPoint Investors | 4.37% | Add +24.5% | 30,110 | $20.7M |
| Dorsey & Whitney Trust CO LLC | 1.01% | Reduce -0.0% | 30,059 | $20.6M |
| Ingalls & Snyder LLC | 0.56% | No change | 30,008 | $20.6M |
| Secure Asset Management, LLC | 2.89% | Add +2.5% | 29,953 | $20.6M |
| Envision Financial Transparency, LLC | 17.51% | Add +35.5% | 40,428 | $20.5M |
| Madden Advisory Services, Inc. | 7.35% | Reduce -8.7% | 29,840 | $20.5M |
| Harbor Advisory Corp. | 5.47% | Reduce -8.4% | 29,750 | $20.4M |
| Florida Financial Advisors, LLC | 3.45% | Add +5.1% | 29,749 | $20.4M |
| Battery Global Advisors, LLC | 10.21% | Add +1.5% | 29,717 | $20.4M |
| Ironsides Asset Advisors, LLC | 4.75% | Add +0.1% | 29,552 | $20.3M |
| Cozad Asset Management Inc. | 1.31% | Add +4.3% | 29,495 | $20.3M |
| Abacus Planning Group, Inc. | 2.50% | Reduce -4.7% | 29,477 | $20.2M |
| GC Wealth Management RIA, LLC | 1.16% | Add +19.8% | 29,388 | $20.2M |
| Haverford Trust Co | 0.17% | Reduce -0.8% | 29,303 | $20.1M |
| Sowell Financial Services LLC | 0.66% | Add +8.2% | 29,290 | $20.1M |
| Gibson Wealth Advisors LLC | 12.54% | Reduce -0.9% | 29,266 | $20.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -3.7% | 29,157 | $20.0M |
| SG Americas Securities, LLC | 0.01% | Add +20.2% | 29,134 | $20.0M |
| STRS Ohio | 0.07% | New | 29,125 | $20.0M |
| Flagship Harbor Advisors, LLC | 0.77% | Add +0.8% | 29,123 | $20.0M |
| Ogorek Anthony Joseph /NY/ | 4.95% | Reduce -0.8% | 29,036 | $19.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.29% | Add +7.6% | 28,944 | $19.9M |
| JDM Financial Group LLC | 6.78% | Add +13.2% | 340,560 | $19.9M |
| Aspire Growth Partners LLC | 11.54% | Add +6.8% | 28,909 | $19.9M |
| Insigneo Advisory Services, LLC | 0.75% | Add +12.2% | 28,895 | $19.8M |
| Waterloo Capital, L.P. | 1.12% | Reduce -11.0% | 28,818 | $19.8M |
| Avory & Company, LLC | 24.72% | No change | 28,810 | $19.8M |
| Becker Capital Management Inc. | 0.53% | Add +10.5% | 28,774 | $19.8M |
| Capula Management Ltd | 0.09% | Reduce -55.5% | 28,690 | $19.7M |
| Odyssey Group, LLC | 5.33% | — | 28,646 | $19.7M |
| Guardian Partners Inc. | 1.77% | New | 28,612 | $19.7M |
| Walkner Condon Financial Advisors LLC | 2.26% | Add +11.2% | 28,607 | $19.6M |
| Precedent Wealth Partners, LLC | 3.27% | Add +30.1% | 28,604 | $19.6M |
| Prairie Advisory, LLC | 4.70% | — | 28,507 | $19.6M |
| International Assets Investment Management, LLC | 1.17% | Add +14.1% | 28,507 | $19.5M |
| Arista Wealth Management, LLC | 2.11% | Reduce -2.1% | 28,421 | $19.5M |
| Blackston Financial Advisory Group, LLC | 10.99% | Reduce -2.2% | 28,397 | $19.5M |
| SVB Wealth LLC | 1.23% | Reduce -6.6% | 28,344 | $19.5M |
| TriCert Investment Counsel Inc. | 1.81% | — | 28,271 | $19.4M |
| Sageworth Trust Co of South Dakota | 11.96% | Add +29.3% | 28,219 | $19.4M |
| Vested Financial Planning, LLC | 12.98% | Add +1.5% | 28,143 | $19.3M |
| Washington Trust Advisors, Inc. | 1.43% | Add +1.2% | 28,141 | $19.3M |
| Cadia Private Client LLC | 13.85% | Add +4.3% | 28,110 | $19.3M |
| Compound Planning, Inc. | 0.50% | Reduce -0.0% | 28,084 | $19.3M |
| Glenview Trust Co | 0.27% | Add +1.5% | 28,069 | $19.3M |
| Two Sigma Securities, LLC | 1.66% | Add +194.3% | 28,062 | $19.3M |
| Caerus Investment Advisors, LLC | 6.49% | Reduce -1.9% | 28,035 | $19.3M |
| Jane Street Group, LLC | 0.01% | Reduce -0.4% | 28,030 | $19.3M |
| A4 Wealth Advisors LLC | 12.93% | Add +144.4% | 27,918 | $19.2M |
| Allie Family Office LLC | 7.11% | Reduce -1.7% | 27,890 | $19.2M |
| Skyline Advisors, Inc. | 5.99% | Add +132.3% | 27,812 | $19.1M |
| Independent Family Office, LLC | 7.67% | Add +6.8% | 27,796 | $19.1M |
| Copper Harbor Investment Advisors, LLC | 4.01% | — | 27,598 | $19.0M |
| Patriot Financial Group Insurance Agency, LLC | 1.95% | Reduce -41.8% | 27,559 | $18.9M |
| Investment Counsel Co. of Nevada | 35.24% | Add +0.3% | 27,475 | $18.9M |
| FWG Investments, LLC. | 9.98% | Reduce -2.8% | 27,472 | $18.9M |
| Clark Asset Management, LLC | 1.48% | Add +39.6% | 27,367 | $18.8M |
| Lowery Thomas, LLC | 9.16% | Reduce -0.7% | 27,302 | $18.8M |
| CORDA Investment Management, LLC. | 1.14% | Add +0.9% | 27,166 | $18.7M |
| Financiere des Professionnels - Fonds d'investissement inc. | 1.05% | New | 27,000 | $18.5M |
| WoodTrust Financial Corp | 2.18% | Add +41.8% | 26,737 | $18.4M |
| Resonant Capital Advisors, LLC | 0.88% | Add +23.8% | 26,734 | $18.4M |
| Gutierrez Wealth Advisory, LLC | 10.60% | Reduce -3.4% | 26,716 | $18.3M |
| Westmount Partners, LLC | 4.02% | Add +10.4% | 26,595 | $18.3M |
| Invenio Wealth Partners LLC | 6.53% | Reduce -2.4% | 26,565 | $18.2M |
| Lodestar Private Asset Management LLC | 1.57% | Reduce -0.5% | 26,432 | $18.2M |
| Rossmore Private Capital | 1.47% | Add +0.1% | 26,403 | $18.1M |
| YANKCOM Partnership | 6.49% | Add +7.3% | 26,341 | $18.1M |
| Ritholtz Wealth Management | 0.27% | Reduce -32.0% | 26,100 | $17.9M |
| Global Endowment Management, LP | 1.81% | Add +3.1% | 26,062 | $17.9M |
| Curbstone Financial Management Corp | 3.05% | Add +0.2% | 26,032 | $17.9M |
| Intellus Advisors LLC | 2.17% | Reduce -1.1% | 26,031 | $17.9M |
| Marshall Financial Group, LLC | 2.60% | Add +11.3% | 25,996 | $17.9M |
| Meridian Wealth Advisors, LLC | 2.02% | Reduce -3.2% | 25,910 | $17.8M |
| Freestate Advisors LLC | 13.24% | Add +1.7% | 25,809 | $17.7M |
| FSB Premier Wealth Management, Inc. | 4.99% | Reduce -0.7% | 25,787 | $17.7M |
| Guardian Financial Partners, LLC | 6.88% | Reduce -6.8% | 25,754 | $17.7M |
| Traphagen Investment Advisors LLC | 1.26% | Add +6.7% | 25,676 | $17.6M |
| Climber Capital SA | 10.77% | Add +25.5% | 26,200 | $17.6M |
| NBT Bank, N.A. | 1.17% | Add +65.5% | 25,641 | $17.6M |
| Mackenzie Financial Corp. | 0.02% | Add +75.0% | 25,632 | $17.6M |
| Payden & Rygel | 1.35% | Reduce -5.8% | 25,632 | $17.6M |
| Baron Silver Stevens Financial Advisors, LLC | 2.23% | Add +5.5% | 25,540 | $17.5M |
| Ascent Group, LLC | 0.52% | Add +0.1% | 25,522 | $17.5M |
| Formulate Financial LLC | 18.45% | Add +0.9% | 25,521 | $17.5M |
| Piedmont Capital Management, LLC | 8.84% | New | 25,511 | $17.5M |
| Continuum Advisory, LLC | 1.41% | Add +15.0% | 25,466 | $17.5M |
| Strive Financial Group ,LLC | 7.56% | Add +41.2% | 25,345 | $17.4M |
| North Point Portfolio Managers Corp. | 2.86% | Add +249.7% | 25,264 | $17.4M |
| LBMC Investment Advisors, LLC | 0.95% | Reduce -0.2% | 25,231 | $17.3M |
| Vicus Capital | 1.12% | Reduce -7.4% | 25,228 | $17.3M |
| Future Financial Wealth Managment LLC | 10.82% | Reduce -2.9% | 25,525 | $17.3M |
| Ofc Financial Planning, LLC | 15.37% | Reduce -0.1% | 25,191 | $17.3M |
| Charis Legacy Partners, LLC | 21.04% | Add +2.6% | 24,916 | $17.1M |
| Snowden Capital Advisors LLC | 0.41% | Add +1.2% | 24,904 | $17.1M |
| Avity Investment Management Inc. | 1.09% | Reduce -0.1% | 24,885 | $17.1M |
| BTC Capital Management, Inc. | 1.03% | Reduce -1.1% | 24,772 | $17.0M |
| Tactive Advisors, LLC | 4.19% | Add +52.0% | 24,739 | $17.0M |
| First Heartland Consultants, Inc. | 1.10% | Add +4.0% | 24,663 | $16.9M |
| Peak Financial Management, Inc. | 3.89% | Reduce -2.4% | 24,661 | $16.9M |
| Empowered Funds, LLC | 0.09% | Reduce -16.4% | 24,644 | $16.9M |
| Laurel Wealth Planning LLC | 7.47% | Reduce -0.3% | 24,575 | $16.9M |
| Tritonpoint Wealth, LLC | 1.66% | Reduce -3.4% | 24,537 | $16.9M |
| Stone Loft Wealth Management LLC | 9.56% | Reduce -2.1% | 24,227 | $16.8M |
| Traynor Capital Management, Inc. | 0.79% | Add +21.1% | 24,428 | $16.8M |
| Stratos Wealth Advisors, LLC | 0.92% | Add +52.9% | 24,342 | $16.7M |
| TFB Advisors LLC | 7.35% | Add +1.2% | 24,314 | $16.7M |
| Berger Financial Group, Inc | 0.85% | Reduce -5.9% | 24,165 | $16.6M |
| Menora Mivtachim Holdings LTD. | 0.06% | Add +108.8% | 23,987 | $16.5M |
| Traction Financial Partners, LLC | 8.73% | Reduce -1.6% | 23,943 | $16.4M |
| Burling Wealth Partners, LLC | 2.41% | Add +38.1% | 23,936 | $16.4M |
| Calder Financial LLC | 15.42% | Add +0.7% | 23,838 | $16.4M |
| Flower City Capital | 7.20% | Reduce -1.3% | 23,825 | $16.4M |
| DeDora Capital, Inc. | 3.55% | Reduce -0.4% | 23,813 | $16.4M |
| Retirement Capital Strategies | 5.66% | Add +0.1% | 23,716 | $16.3M |
| Silverlake Wealth Management LLC | 3.10% | Reduce -2.5% | 23,595 | $16.2M |
| Roth Financial Partners LLC | 4.82% | Reduce -1.6% | 23,586 | $16.2M |
| WorthPointe, LLC | 4.07% | Reduce -0.3% | 23,576 | $16.2M |
| Bishop & Co Investment Management, LLC | 4.99% | Reduce -0.3% | 23,575 | $16.2M |
| Hegarty Advisors, LLC | 11.12% | Reduce -4.3% | 23,534 | $16.2M |
| Strategic Financial Group, LLC | 15.44% | Reduce -0.3% | 23,462 | $16.1M |
| Wilmington Savings Fund Society, FSB | 0.36% | Add +0.3% | 23,452 | $16.1M |
| Stelac Advisory Services LLC | 2.99% | No change | 23,371 | $16.1M |
| Xena Financial Planning, LLC | 15.29% | Reduce -2.5% | 23,209 | $15.9M |
| Transcend Capital Advisors, LLC | 1.08% | Add +77.3% | 23,164 | $15.9M |
| McClarren Financial Advisors, Inc. | 8.22% | Add +8.2% | 23,156 | $15.9M |
| Covington Investment Advisors Inc. | 2.05% | Reduce -3.1% | 23,153 | $15.9M |
| Luminvest Wealth Management LLC | 3.69% | Reduce -0.5% | 23,198 | $15.9M |
| Legacy Wealth Partners, LLC | 3.57% | Add +1.3% | 23,126 | $15.9M |
| Up Capital Management, Inc. | 12.29% | Add +9.1% | 23,126 | $15.9M |
| Fiduciary Advisors, Inc. | 10.68% | Add +5.0% | 23,117 | $15.9M |
| Soltis Investment Advisors LLC | 0.91% | Add +19.5% | 23,087 | $15.9M |
| Connecticut Wealth Management, LLC | 0.59% | Add +0.2% | 23,063 | $15.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.78% | Reduce -25.4% | 23,033 | $15.8M |
| Aspen Grove Capital, LLC | 2.28% | Reduce -6.8% | 22,998 | $15.8M |
| Security Financial Services, INC. | 2.19% | Reduce -11.3% | 23,001 | $15.8M |
| Bison Wealth, LLC | 1.45% | Add +23.0% | 22,792 | $15.7M |
| Cordoba Advisory Partners LLC | 3.33% | Add +1.1% | 22,869 | $15.7M |
| Roehl & Yi Investment Advisors, LLC | 5.16% | Add +205.9% | 614,271 | $15.7M |
| Central Valley Advisors, LLC | 4.01% | Add +0.3% | 22,783 | $15.6M |
| Trinity Financial Advisors LLC | 4.01% | Reduce -0.4% | 22,700 | $15.6M |
| Verus Wealth Management, LLC | 12.84% | Add +6.0% | 22,686 | $15.6M |
| Per Stirling Capital Management, LLC. | 1.48% | Add +75.7% | 22,660 | $15.6M |
| Hilltop National Bank | 3.32% | Add +0.7% | 22,645 | $15.6M |
| Ausdal Financial Partners, Inc. | 0.61% | Add +0.2% | 22,560 | $15.5M |
| Eight 31 Financial, LLC | 9.21% | Add +2.7% | 22,559 | $15.5M |
| Midwest Financial Partners Investments, Inc. | 6.43% | Add +11.2% | 22,535 | $15.5M |
| Principal Securities, Inc. | 0.19% | Add +3.6% | 22,488 | $15.4M |
| Huntington National Bank | 0.10% | Add +0.9% | 22,410 | $15.4M |
| Sachem Hill LLC | 2.72% | Reduce -1.2% | 22,285 | $15.3M |
| Center For Asset Management LLC | 6.77% | Add +4.5% | 22,196 | $15.2M |
| Enclave Advisors LLC | 1.98% | Add +0.5% | 22,135 | $15.2M |
| Schneider Downs Wealth Management Advisors, LP | 1.43% | Reduce -3.2% | 22,119 | $15.2M |
| Mendel Capital Management LLC | 6.84% | Reduce -0.6% | 22,115 | $15.2M |
| Harbor Investment Advisory, LLC | 1.05% | Add +2.1% | 21,966 | $15.1M |
| Systelligence, LLC | 2.52% | Add +4.5% | 21,963 | $15.1M |
| Creative Financial Designs Inc. | 0.72% | Add +17.5% | 21,939 | $15.1M |
| First Command Advisory Services, Inc. | 0.09% | Reduce -38.3% | 21,890 | $15.0M |
| Oakmont Advisory Group, LLC | 12.60% | Reduce -1.0% | 21,838 | $15.0M |
| Patten & Patten Inc. | 0.79% | Reduce -0.9% | 21,819 | $15.0M |
| Wealthspire Retirement, LLC | 0.82% | Add +2.2% | 21,685 | $14.9M |
| Bryn Mawr Trust Advisors, LLC | 0.65% | Add +0.7% | 21,629 | $14.9M |
| Soundwatch Capital LLC | 1.64% | Reduce -4.5% | 21,506 | $14.8M |
| Magnus Financial Group LLC | 1.05% | Add +14.0% | 21,392 | $14.7M |
| Birch Financial Group, LLC | 7.50% | Add +23.3% | 21,233 | $14.6M |
| Atlatl Advisers LLC | 3.44% | Add +86.8% | 21,099 | $14.5M |
| Thrive Capital Management, LLC | 2.73% | Add +37.6% | 21,061 | $14.5M |
| Relyea Zuckerberg Hanson LLC | 1.20% | Add +20.1% | 20,998 | $14.4M |
| Philadelphia Trust Co. | 0.93% | Reduce -0.9% | 20,987 | $14.4M |
| PFG Investments, LLC | 0.56% | Add +1.1% | 20,966 | $14.4M |
| Park National Corp. | 0.40% | Add +75.2% | 20,954 | $14.4M |
| Centaurus Financial, Inc. | 0.56% | Add +4.2% | 20,939 | $14.4M |
| Sivia Capital Partners, LLC | 1.75% | Add +0.3% | 20,930 | $14.4M |
| PCM Encore, LLC | 2.52% | Add +40.5% | 20,914 | $14.4M |
| Donalies Financial Planning, LLC | 10.55% | Reduce -1.3% | 20,836 | $14.3M |
| WCG Wealth Advisors LLC | 0.34% | Reduce -2.1% | 20,795 | $14.3M |
| Bangor Savings Bank | 1.05% | Add +1.2% | 20,781 | $14.3M |
| Stock Yards Bank & Trust Co. | 0.41% | Reduce -1.8% | 20,743 | $14.2M |
| Ashton Thomas Private Wealth, LLC | 0.30% | Add +24.7% | 20,743 | $14.2M |
| Braun-Bostich & Associates Inc. | 7.93% | Add +109.8% | 20,684 | $14.2M |
| Moisand Fitzgerald Tamayo, LLC | 1.39% | Reduce -2.3% | 20,653 | $14.2M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.48% | Add +6.2% | 20,653 | $14.2M |
| Spreng Capital Management, Inc. | 5.13% | New | 20,537 | $14.1M |
| Mayflower Financial Advisors, LLC | 1.21% | Add +102.5% | 20,453 | $14.0M |
| Sax Wealth Advisors, LLC | 0.57% | Add +96.3% | 23,475 | $14.0M |
| Strategic Blueprint, LLC | 0.70% | Reduce -4.5% | 20,401 | $14.0M |
| Coyle Financial Counsel LLC | 2.55% | Reduce -0.1% | 20,307 | $13.9M |
| Oath Planning, LLC | 10.32% | Add +9.0% | 20,240 | $13.9M |
| Ritter Daniher Financial Advisory LLC / DE | 2.10% | Add +2.0% | 20,105 | $13.8M |
| Disciplina Capital Management LLC | 1.43% | Reduce -11.0% | 20,094 | $13.8M |
| Donaldson Capital Management, LLC | 0.39% | Add +6.5% | 20,019 | $13.7M |
| Van Strum & Towne Inc. | 3.75% | Reduce -0.8% | 20,014 | $13.7M |
| Bridgewealth Advisory Group, LLC | 2.59% | Add +17.6% | 19,952 | $13.7M |
| Nations Financial Group Inc, /Ia/ | 0.65% | Add +3.9% | 19,884 | $13.7M |
| Financial Engines Advisors L.L.C. | 0.02% | Reduce -3.6% | 19,884 | $13.7M |
| Landaas & Co. /Wi | 2.48% | Add +0.1% | 19,854 | $13.6M |
| Prosperitas Financial LLC | 4.36% | Add +0.8% | 19,816 | $13.6M |
| Pachira Investments Inc. | 5.13% | Reduce -3.2% | 19,798 | $13.6M |
| Websterrogers Financial Advisors, LLC | 3.46% | Add +4.4% | 19,639 | $13.5M |
| Viewpoint Capital Management LLC | 6.85% | No change | 19,585 | $13.5M |
| MMBG Investment Advisors Co. | 1.06% | Add +15.7% | 19,529 | $13.4M |
| Legacy Private Trust Co. | 0.75% | Add +2.2% | 19,518 | $13.4M |
| J.Safra Asset Management Corp | 0.62% | Add +12.5% | 19,499 | $13.4M |
| Fortitude Family Office, LLC | 2.61% | Reduce -0.3% | 19,488 | $13.4M |
| Founders Financial Securities LLC | 0.69% | Add +95.5% | 19,482 | $13.4M |
| Gambit Capital Management, LLC | 7.77% | Reduce -2.0% | 19,407 | $13.3M |
| Cannon Capital Management, Inc. | 11.28% | Add +7.0% | 19,341 | $13.3M |
| Cannell & Spears LLC | 0.24% | Add +1.0% | 19,308 | $13.3M |
| J. Mark Nickell & Co. | 10.56% | Add +0.6% | 19,274 | $13.2M |
| Saiph Capital, LLC | 3.96% | Reduce -3.1% | 19,272 | $13.2M |
| Independence Bank of Kentucky | 1.49% | Add +2.1% | 19,262 | $13.2M |
| New England Private Wealth Advisors LLC | 1.28% | Add +0.7% | 19,470 | $13.2M |
| BridgePort Financial Solutions, LLC | 3.36% | Reduce -9.3% | 19,242 | $13.2M |
| Golden Road Advisors LLC | 6.41% | Reduce -0.9% | 19,239 | $13.2M |
| Hyposwiss Advisors SA | 12.52% | Reduce -1.7% | 19,235 | $13.2M |
| Pursuit Wealth Strategies, LLC | 17.18% | Add +0.0% | 19,232 | $13.2M |
| Rothschild Investment LLC | 0.49% | Add +3.5% | 19,221 | $13.2M |
| Hikari Power Ltd | 1.54% | No change | 19,200 | $13.2M |
| Pine Valley Investments Ltd Liability Co | 0.56% | Add +1.1% | 19,196 | $13.2M |
| Granite Bay Wealth Management, LLC | 1.21% | Add +1267.9% | 19,192 | $13.2M |
| Sendero Wealth Management, LLC | 1.31% | Reduce -4.0% | 19,151 | $13.2M |
| Agate Pass Investment Management, LLC | 4.83% | Add +6.9% | 19,071 | $13.1M |
| CSM Advisors, LLC | 0.28% | Reduce -3.2% | 19,067 | $13.1M |
| Spartan Wealth Advisory Services LLC | 1.07% | Reduce -5.0% | 19,059 | $13.1M |
| Cambridge Capital Management, LLC | 4.97% | Add +3.8% | 19,019 | $13.1M |
| River's Edge Wealth Management, LLC | 11.49% | Add +3.5% | 18,823 | $13.1M |
| Advyzon Investment Management, LLC | 0.94% | Add +10.3% | 18,957 | $13.0M |
| SP Asset Management LLC | 1.04% | Add +6.3% | 18,953 | $13.0M |
| Pullen Investment Management, LLC | 6.02% | Add +0.6% | 18,936 | $13.0M |
| Junk Investment Group, LLC | 5.73% | Reduce -0.8% | 18,834 | $12.9M |
| Rockwood Wealth Management, LLC | 0.82% | Add +9.4% | 18,813 | $12.9M |
| Mitchell Sinkler & Starr | 5.38% | Add +14.1% | 18,801 | $12.9M |
| Smith Partners Wealth Management, LLC | 10.21% | Add +31.6% | 18,702 | $12.8M |
| OpenArc Corporate Advisory, LLC | 0.15% | Add +1.6% | 18,591 | $12.8M |
| Rockland Trust Co. | 0.50% | Add +0.3% | 18,576 | $12.8M |
| Empower Advisory Group, LLC | 0.03% | Add +5.5% | 18,560 | $12.7M |
| Beacon Bridge Wealth Partners, LLC | 3.63% | Reduce -1.8% | 18,555 | $12.7M |
| Delta Wealth Advisors LLC | 9.08% | Reduce -6.5% | 18,509 | $12.7M |
| Navigate Wealth Management, LLC | 7.86% | Add +9.0% | 18,576 | $12.7M |
| White Lighthouse Investment Management Inc. | 1.58% | Reduce -1.8% | 18,466 | $12.7M |
| Serenus Wealth Advisors, LLC | 2.21% | Reduce -1.4% | 18,414 | $12.6M |
| Vestia Personal Wealth Advisors | 4.94% | Add +9.6% | 18,424 | $12.6M |
| First United Bank & Trust | 3.64% | Reduce -0.6% | 18,402 | $12.6M |
| Global Financial Private Client, LLC | 3.42% | Add +6.8% | 18,336 | $12.6M |
| KWB Wealth | 1.07% | Reduce -3.9% | 18,293 | $12.6M |
| Bradley Foster & Sargent Inc. | 0.18% | Add +13.5% | 18,254 | $12.5M |
| New York Life Investment Management LLC | 0.09% | Add +20.1% | 18,182 | $12.5M |
| Hudson Oak Wealth Advisory LLC | 9.62% | Add +1.0% | 18,165 | $12.5M |
| Mittelman Wealth Management | 8.23% | Reduce -79.0% | 3,714 | $12.4M |
| Wellington Shields Capital Management, LLC | 1.57% | Add +32.3% | 18,075 | $12.4M |
| 49 Wealth Management, LLC | 2.36% | Add +156.5% | 18,053 | $12.4M |
| Alongside, LLC | 2.36% | — | 18,053 | $12.4M |
| Five Pine Wealth Management | 6.99% | Add +1.5% | 17,992 | $12.4M |
| Pinnacle Associates Ltd. | 0.13% | Add +1.9% | 17,965 | $12.3M |
| NORTHSTAR ASSET MANAGEMENT Co | 2.32% | Add +2.3% | 18,118 | $12.3M |
| Wellspring Financial Advisors, LLC | 0.81% | Add +48.8% | 521,959 | $12.3M |
| Kera Capital Partners, Inc. | 1.18% | Add +41.0% | 17,885 | $12.3M |
| Vision Retirement, LLC | 2.97% | Add +4.7% | 17,880 | $12.3M |
| SteelPeak Wealth, LLC | 0.32% | Add +38.1% | 17,690 | $12.1M |
| VestGen Advisors, LLC | 0.36% | Add +36.9% | 17,675 | $12.1M |
| Summit Financial Strategies, Inc. | 0.85% | Add +3.5% | 17,630 | $12.1M |
| First Horizon Corp. | 0.47% | Add +14.6% | 17,600 | $12.1M |
| CacheTech Inc. | 1.95% | Add +7.2% | 17,525 | $12.0M |
| McDonald Partners LLC | 2.92% | Add +1.1% | 17,489 | $12.0M |
| West Bancorporation Inc. | 5.13% | Reduce -0.1% | 17,468 | $12.0M |
| Balefire, LLC | 1.94% | Reduce -1.1% | 17,339 | $11.9M |
| Compass Financial Management LLC | 1.45% | — | 16,865 | $11.9M |
| Dakota Wealth Management | 0.23% | Add +4.8% | 17,295 | $11.9M |
| Graetz Wealth LLC | 9.44% | Add +16.0% | 17,237 | $11.8M |
| Adams Wealth Management | 2.25% | Add +7.8% | 17,138 | $11.8M |
| LS Investment Advisors, LLC | 1.59% | Add +3.8% | 17,111 | $11.8M |
| Arete Wealth Advisors, LLC | 0.78% | Add +0.2% | 17,102 | $11.7M |
| Pennsylvania Capital Management Inc. | 2.97% | Reduce -0.1% | 17,050 | $11.7M |
| Clifford Swan Investment Counsel LLC | 0.38% | Reduce -1.3% | 17,014 | $11.7M |
| Squarepoint Ops LLC | 0.02% | New | 17,004 | $11.7M |
| Red Cedar Investment Management, LLC | 1.10% | No change | 16,900 | $11.6M |
| Walter & Keenan Wealth Management LLC /in/ | 2.86% | Add +64.7% | 16,853 | $11.6M |
| Sunburst Financial Group, LLC | 1.93% | Reduce -0.0% | 16,835 | $11.6M |
| B. Riley Wealth Advisors, Inc. | 0.63% | Reduce -16.1% | 16,951 | $11.5M |
| Silvercrest Asset Management Group LLC | 0.08% | Reduce -40.6% | 16,767 | $11.5M |
| Wealth Enhancement Trust Services, Inc. | 1.28% | Add +14.1% | 16,752 | $11.5M |
| Gateway Wealth Partners, LLC | 0.69% | Reduce -2.0% | 16,746 | $11.5M |
| North Star Asset Management Inc. | 0.45% | Add +10.8% | 16,733 | $11.5M |
| Navis Wealth Advisors, LLC | 4.35% | Add +0.0% | 16,720 | $11.5M |
| Family CFO Inc | 4.40% | Reduce -0.5% | 16,643 | $11.4M |
| Private Trust Co. NA | 0.91% | Reduce -6.2% | 16,631 | $11.4M |
| Good Steward Wealth Advisors,LLC | 6.90% | Add +4.2% | 16,626 | $11.4M |
| Wealth Watch Advisors, INC | 3.70% | Add +1.3% | 16,568 | $11.4M |
| Thrive Wealth Management, LLC | 1.46% | Add +0.4% | 16,561 | $11.4M |
| Sumitomo Mitsui Financial Group, Inc. | 0.22% | Reduce -3.2% | 16,547 | $11.4M |
| Ni Acquisitions Company, LLC | 4.85% | — | 16,539 | $11.4M |
| Cypress Point Wealth Management, LLC | 2.31% | Reduce -8.5% | 16,516 | $11.3M |
| Bath Savings Trust Co | 1.17% | Add +33.0% | 16,448 | $11.3M |
| Peak Retirement Planning, Inc. | 1.78% | Add +128.7% | 16,364 | $11.2M |
| Staley Capital Advisers Inc. | 0.44% | Add +0.3% | 16,340 | $11.2M |
| Root Financial Partners, LLC | 0.43% | Reduce -2.9% | 16,287 | $11.2M |
| Rothschild Wealth LLC | 0.89% | Add +70.2% | 16,278 | $11.2M |
| MorganRosel Wealth Management, LLC | 3.77% | Add +9.2% | 16,273 | $11.2M |
| Plan Group Financial, LLC | 2.31% | Reduce -15.7% | 16,251 | $11.2M |
| Saxony Capital Management, LLC | 5.11% | Add +11.0% | 16,247 | $11.2M |
| Smith, Moore & Co. | 0.72% | Add +1.9% | 16,241 | $11.2M |
| Ridgecrest Wealth Partners, LLC | 5.38% | Add +1.9% | 16,235 | $11.2M |
| Faithward Advisors, LLC | 1.36% | Add +118.5% | 16,170 | $11.1M |
| Canvas Wealth Advisors, LLC | 1.54% | Reduce -3.5% | 16,122 | $11.1M |
| Bank of Nova Scotia | 0.02% | Add +6.1% | 16,103 | $11.1M |
| Bank of New Hampshire | 2.30% | Reduce -1.1% | 16,078 | $11.0M |
| NavPoint Financial, Inc. | 4.09% | Reduce -0.4% | 16,069 | $11.0M |
| Cordgrass Capital Advisors, LLC | 4.11% | Reduce -71.1% | 16,066 | $11.0M |
| Causey Wealth LLC | 4.31% | Add +3.8% | 16,051 | $11.0M |
| Smith Shellnut Wilson LLC | 4.13% | Reduce -3.4% | 16,037 | $11.0M |
| Pitcairn Wealth Advisors LLC | 1.21% | Reduce -4.6% | 16,033 | $11.0M |
| Regal Investment Advisors LLC | 0.57% | Add +3.2% | 16,017 | $11.0M |
| Breakwater Capital Group | 1.32% | Reduce -1.9% | 15,978 | $11.0M |
| SageView Advisory Group, LLC | 0.36% | Reduce -0.8% | 15,951 | $11.0M |
| Hurley Capital, LLC | 5.66% | Add +5.1% | 15,915 | $10.9M |
| Cedar Wealth Management, LLC | 2.81% | Add +2.4% | 15,891 | $10.9M |
| Signal Advisors Wealth, LLC | 0.57% | Add +28.9% | 15,879 | $10.9M |
| HORAN Wealth, LLC | 1.36% | Reduce -48.2% | 15,875 | $10.9M |
| Peak Asset Management, LLC | 1.60% | Add +4.0% | 15,870 | $10.9M |
| Waterfront Wealth Inc. | 1.69% | Add +5.7% | 15,709 | $10.9M |
| First American Trust, FSB | 0.66% | Add +28.5% | 15,854 | $10.9M |
| Flagship Wealth Advisors, LLC | 2.44% | Add +138.2% | 15,845 | $10.9M |
| Duncan Williams Asset Management, LLC | 2.44% | Reduce -4.6% | 15,780 | $10.8M |
| S.A. Mason LLC | 3.32% | Add +28.4% | 15,737 | $10.8M |
| Phoenix Financial Ltd. | 0.07% | New | 15,729 | $10.8M |
| BancFirst Trust & Investment Management | 4.57% | Reduce -11.2% | 15,852 | $10.8M |
| Evernest Financial Advisors, LLC | 2.25% | Reduce -0.3% | 15,681 | $10.8M |
| Marble Harbor Investment Counsel, LLC | 1.09% | No change | 15,670 | $10.8M |
| Financial Enhancement Group LLC | 1.28% | Reduce -0.7% | 15,648 | $10.7M |
| McKinley Carter Wealth Services, Inc. | 0.55% | Reduce -0.5% | 15,642 | $10.7M |
| M3 Advisory Group, LLC | 5.55% | Add +1.5% | 15,596 | $10.7M |
| Stephen J. Garry & Associates, LLC | 7.79% | Reduce -2.4% | 15,542 | $10.7M |
| Everest Financial Group LLC | 1.45% | Add +0.7% | 15,541 | $10.7M |
| HighMark Wealth Management LLC | 3.57% | Reduce -6.0% | 15,529 | $10.7M |
| Calamos Wealth Management LLC | 0.33% | Add +10.3% | 15,507 | $10.7M |
| Nwam LLC | 0.53% | Add +0.2% | 15,471 | $10.6M |
| Stone Wealth Partners | 7.76% | Add +7.9% | 15,435 | $10.6M |
| LifePlan Investment Advisors, Inc. | 3.65% | Add +3.1% | 15,449 | $10.6M |
| Invesco Ltd. | 0.00% | Add +204.5% | 15,444 | $10.6M |
| Fermata Advisors, LLC | 2.14% | Add +9.4% | 15,403 | $10.6M |
| Zacks Investment Management | 0.08% | Add +130.5% | 15,388 | $10.6M |
| GFS Advisors, LLC | 1.13% | Add +4.1% | 1,416 | $10.6M |
| Defined Wealth Management, LLC | 5.43% | Add +0.0% | 15,371 | $10.6M |
| Primoris Wealth Advisors, LLC | 4.80% | Add +15.1% | 15,330 | $10.5M |
| Parthenon LLC | 1.09% | Add +2.2% | 15,319 | $10.5M |
| Lavelle Capital LP | 5.34% | No change | 15,286 | $10.5M |
| ICONIQ Capital, LLC | 0.30% | Reduce -2.5% | 15,279 | $10.5M |
| Gerber Kawasaki Wealth & Investment Management | 0.28% | Add +23.5% | 15,266 | $10.5M |
| Roble, Belko & Company, Inc | 1.13% | Add +206.6% | 15,234 | $10.5M |
| Hexagon Capital Partners LLC | 1.46% | Add +0.2% | 15,172 | $10.4M |
| Affinity Capital Advisors, LLC | 1.29% | Add +3.7% | 15,079 | $10.4M |
| SouthState Bank Corp | 0.43% | Add +21.6% | 15,108 | $10.4M |
| Cove Private Wealth, LLC | 2.01% | Add +18.9% | 15,108 | $10.4M |
| Alpha Financial Advisors, LLC | 2.89% | Reduce -1.0% | 15,107 | $10.4M |
| Sovran Advisors, LLC | 0.77% | Add +6.3% | 15,426 | $10.3M |
| Sykon Capital LLC | 3.18% | Add +5.5% | 15,061 | $10.3M |
| Moors & Cabot, Inc. | 0.40% | Add +16.2% | 15,006 | $10.3M |
| Tudor Financial Inc. | 4.62% | No change | 14,980 | $10.3M |
| DMKC Advisory Services, LLC | 1.94% | Add +1.2% | 14,963 | $10.3M |
| Flputnam Investment Management Co. | 0.12% | Add +1.1% | 14,936 | $10.3M |
| Pallas Capital Advisors LLC | 0.32% | Add +6.5% | 14,907 | $10.2M |
| Fiduciary Alliance LLC | 0.69% | Add +0.7% | 14,904 | $10.2M |
| KDT Advisors, LLC | 14.10% | Add +3.3% | 14,831 | $10.2M |
| Victory Capital Management Inc. | 0.01% | Add +10.4% | 14,815 | $10.2M |
| Cypress Wealth Services, LLC | 1.25% | Add +0.1% | 14,794 | $10.2M |
| SeaCrest Wealth Management, LLC | 1.12% | Reduce -11.6% | 14,751 | $10.1M |
| UMB Bank, n.a. | 0.13% | Reduce -1.3% | 14,749 | $10.1M |
| Traveka Wealth, LLC | 3.36% | Reduce -2.2% | 14,726 | $10.1M |
| Ategra Capital Management, LLC | 5.38% | No change | 14,724 | $10.1M |
| Focus Financial Network, Inc. | 0.31% | Add +6.2% | 14,715 | $10.1M |
| Greenwich Wealth Management LLC | 0.37% | Add +0.3% | 14,701 | $10.1M |
| Prospect Financial Services LLC | 5.11% | Add +16.6% | 14,692 | $10.1M |
| Stratos Investment Management, LLC | 0.36% | Reduce -1.7% | 14,648 | $10.1M |
| Great Lakes Advisors, LLC | 0.08% | Add +5.1% | 14,595 | $10.0M |
| Eastern Bank | 0.15% | Reduce -5.5% | 14,556 | $10.0M |
| Cidel Asset Management Inc. | 0.48% | Reduce -13.0% | 14,528 | $10.0M |
| Founders Grove Wealth Partners, LLC | 1.99% | Reduce -0.7% | 14,520 | $10.0M |
| Kingdom Financial Group LLC. | 2.54% | Reduce -3.2% | 14,496 | $10.0M |
| Columbus Macro, LLC | 0.97% | Add +0.0% | 14,493 | $10.0M |
| Louisbourg Investments Inc. | 1.82% | Add +3.5% | 14,348 | $9.9M |
| Fonville Wealth Management LLC | 1.61% | Reduce -5.2% | 14,348 | $9.9M |
| Forum Financial Management, LP | 0.13% | Add +16.0% | 14,342 | $9.8M |
| DF Dent & Co. Inc. | 0.19% | No change | 14,316 | $9.8M |
| Clear Creek Financial Management, LLC | 0.63% | Add +8.7% | 14,306 | $9.8M |
| Dana Investment Advisors, Inc. | 0.26% | Add +3.7% | 14,286 | $9.8M |
| Marks Group Wealth Management, Inc | 0.85% | Add +0.4% | 14,212 | $9.8M |
| Csenge Advisory Group | 0.40% | Add +1.2% | 14,163 | $9.7M |
| CWA Asset Management Group, LLC | 0.30% | Add +2.1% | 14,162 | $9.7M |
| Segall Bryant & Hamill, LLC | 0.12% | Reduce -3.4% | 14,157 | $9.7M |
| Tolleson Wealth Management, Inc. | 1.31% | Reduce -1.3% | 14,147 | $9.7M |
| TFO Wealth Partners, LLC | 1.06% | Add +0.3% | 14,142 | $9.7M |
| Daybright Advisory Services, Inc. | 2.32% | Add +2.0% | 14,142 | $9.7M |
| Accent Capital Management, LLC | 4.17% | No change | 14,054 | $9.7M |
| Greenhouse Wealth Management, LLC | 6.76% | Reduce -3.5% | 14,038 | $9.6M |
| Elser Financial Planning, Inc | 0.42% | Add +35.6% | 13,974 | $9.6M |
| Montecito Bank & Trust | 1.43% | Reduce -0.1% | 13,964 | $9.6M |
| Virginia Estate & Retirement Planning Advisors Inc. | 11.54% | New | 13,974 | $9.6M |
| Waller Financial Planning Group, Inc. | 1.97% | Reduce -2.3% | 13,938 | $9.6M |
| Embree Financial Group | 0.96% | Reduce -2.0% | 13,933 | $9.6M |
| Attessa Capital LLC | 4.29% | Reduce -4.6% | 13,931 | $9.6M |
| Stegner Investment Associates Inc. | 4.54% | Reduce -0.3% | 13,909 | $9.6M |
| Berman McAleer LLC | 1.10% | Reduce -0.2% | 13,893 | $9.5M |
| Chevy Chase Trust Holdings, LLC | 0.02% | Reduce -3.0% | 13,810 | $9.5M |
| Citizens Business Bank | 1.43% | Reduce -2.4% | 13,802 | $9.5M |
| Bawa N Mallick Trust | 3.07% | No change | 13,801 | $9.5M |
| Amundi | 0.00% | Add +18.9% | 13,783 | $9.5M |
| Westfuller Advisors, LLC | 3.44% | Reduce -2.1% | 13,758 | $9.4M |
| RW Investment Management LLC | 0.83% | Add +9.9% | 13,753 | $9.4M |
| Pettyjohn, Wood & White, Inc. | 1.37% | Reduce -0.7% | 13,748 | $9.4M |
| Kathmere Capital Management, LLC | 0.50% | Reduce -4.8% | 13,739 | $9.4M |
| Clarity Capital Advisors, LLC | 3.96% | Add +0.4% | 13,736 | $9.4M |
| First City Capital Management, Inc. | 4.58% | Add +1.7% | 13,703 | $9.4M |
| Waystone Advisors LLC | 7.00% | Add +2.4% | 13,670 | $9.4M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 3.02% | Add +4.8% | 13,629 | $9.4M |
| Tidal Investments LLC | 0.02% | Add +21.6% | 13,621 | $9.4M |
| Trilogy Capital Inc. | 0.36% | Reduce -8.2% | 13,613 | $9.3M |
| GSG Advisors LLC | 2.05% | Add +0.8% | 13,549 | $9.3M |
| Westshore Wealth, LLC | 2.89% | Reduce -5.6% | 13,543 | $9.3M |
| WealthCare Investment Partners, LLC | 2.25% | Add +16.7% | 13,506 | $9.3M |
| Monetta Financial Services Inc. | 6.25% | No change | 13,500 | $9.3M |
| Alta Advisers Ltd | 2.10% | Reduce -4.8% | 13,493 | $9.3M |
| Prasad Wealth Partners, LLC | 2.23% | Add +1.1% | 13,477 | $9.3M |
| Sage Financial Management Group, Inc. | 2.54% | Reduce -3.5% | 13,461 | $9.2M |
| Woodmont Investment Counsel LLC | 0.50% | Add +33.1% | 13,455 | $9.2M |
| Connable Office Inc. | 0.81% | Reduce -0.6% | 13,411 | $9.2M |
| LexAurum Advisors, LLC | 1.07% | Reduce -0.4% | 13,390 | $9.2M |
| CRA Financial Services, LLC | 1.06% | Add +9.1% | 13,368 | $9.2M |
| Keystone Wealth Services, LLC | 1.71% | Add +5.5% | 13,366 | $9.2M |
| Elevatus Welath Management | 2.23% | Add +118.9% | 13,322 | $9.1M |
| Brindle & Bay Financial Advisors, LLC | 4.57% | Add +451.6% | 13,300 | $9.1M |
| Everett Harris & Co. | 0.11% | Reduce -0.6% | 13,297 | $9.1M |
| Sound Income Strategies, LLC | 0.41% | Reduce -0.4% | 13,294 | $9.1M |
| Milestone Asset Management Group, LLC | 4.58% | Add +7.1% | 13,252 | $9.1M |
| Warner Financial, Inc. | 2.67% | Add +1.2% | 13,246 | $9.1M |
| Hudock, Inc. | 1.16% | Add +0.8% | 13,232 | $9.1M |
| Quadrant Capital Group LLC | 0.25% | Add +4.1% | 13,211 | $9.1M |
| Titleist Asset Management, LLC | 0.61% | Add +1.2% | 13,203 | $9.1M |
| August Group Capital Ltd | 9.96% | Add +3.9% | 13,192 | $9.1M |
| Burkett Asset Management Ltd | 8.44% | Reduce -7.2% | 13,148 | $9.0M |
| Bill Few Associates, Inc. | 1.93% | Add +30.4% | 13,143 | $9.0M |
| Violich Capital Management, Inc. | 0.98% | Reduce -0.1% | 13,113 | $9.0M |
| Select Asset Management & Trust | 2.59% | No change | 13,099 | $9.0M |
| Everhart Financial Group, Inc. | 0.58% | Add +30.7% | 13,099 | $9.0M |
| Balboa Wealth Partners | 1.22% | Reduce -0.1% | 13,082 | $9.0M |
| Strengthening Families & Communities, LLC | 1.99% | Reduce -0.1% | 13,049 | $9.0M |
| LongView Wealth Management | 2.30% | Add +9.2% | 13,034 | $9.0M |
| Horizon Investments, LLC | 0.10% | Reduce -30.4% | 12,999 | $8.9M |
| Florida Trust Wealth Management Co | 0.22% | Reduce -21.0% | 12,993 | $8.9M |
| Peregrine Asset Advisers, Inc. | 1.93% | Add +2.7% | 12,990 | $8.9M |
| Oxford Financial Group, LTD. LLC | 0.45% | Add +2.0% | 12,856 | $8.8M |
| Signaturefd, LLC | 0.12% | Add +21.9% | 12,851 | $8.8M |
| First Financial Bankshares Inc | 0.16% | Add +0.1% | 12,811 | $8.8M |
| John W. Brooker & Co., CPAs | 10.63% | Add +60.5% | 12,806 | $8.8M |
| Midland Wealth Advisors, LLC | 0.41% | Reduce -1.0% | 12,789 | $8.8M |
| HighPoint Advisor Group LLC | 0.31% | Add +1.4% | 12,779 | $8.8M |
| Financial Planning Hawaii, Inc. | 4.70% | Add +2.1% | 12,771 | $8.8M |
| JFS Wealth Advisors, LLC | 0.44% | Add +14.1% | 12,737 | $8.7M |
| Lyell Wealth Management, LP | 0.54% | Add +9.5% | 12,699 | $8.7M |
| Canal Capital Management, LLC | 1.07% | Reduce -3.9% | 12,697 | $8.7M |
| Tanager Wealth Management LLP | 0.76% | Reduce -0.3% | 12,674 | $8.7M |
| Silver Grove Financial Group, Inc. | 4.69% | Add +8.0% | 12,627 | $8.7M |
| Collective Family Office LLC | 1.77% | Reduce -1.0% | 12,613 | $8.7M |
| Tradition Wealth Management, LLC | 0.53% | Add +20.3% | 12,608 | $8.7M |
| One Capital Management, LLC | 0.24% | No change | 14,481 | $8.7M |
| Finward Bancorp | 6.55% | Reduce -1.1% | 12,575 | $8.6M |
| Brooks, Moore & Associates, Inc. | 3.86% | Add +3.3% | 12,533 | $8.6M |
| St. Louis Trust Co | 0.98% | Add +0.1% | 66,059 | $8.6M |
| Crumly & Associates Inc. | 1.64% | Add +2.9% | 12,477 | $8.6M |
| 21 West Wealth Management LLC | 7.31% | Add +1.5% | 12,463 | $8.6M |
| Jordan Park Group LLC | 0.43% | Reduce -1.1% | 12,458 | $8.6M |
| Douglass Winthrop Advisors, LLC | 0.15% | Add +25.4% | 12,431 | $8.5M |
| OneAscent Family Office, LLC | 4.31% | Add +294.6% | 12,431 | $8.5M |
| Planning Project LLC | 1.70% | — | 12,098 | $8.5M |
| D'Orazio & Associates, Inc. | 0.99% | Reduce -2.8% | 12,408 | $8.5M |
| Vista Capital Partners, Inc. | 0.74% | Reduce -5.3% | 12,342 | $8.5M |
| Birchbrook, Inc. | 3.96% | Add +5.0% | 12,297 | $8.4M |
| Prelude Capital Management, LLC | 0.62% | New | 12,295 | $8.4M |
| TRUE Private Wealth Advisors | 0.73% | Reduce -4.3% | 12,285 | $8.4M |
| Waters Parkerson & Co., LLC | 0.41% | Add +5.2% | 12,250 | $8.4M |
| Safeguard Investment Advisory Group, LLC | 1.92% | Reduce -1.0% | 12,126 | $8.3M |
| PFC Capital Group, Inc. | 3.19% | Add +2.6% | 12,097 | $8.3M |
| Mairs & Power Inc. | 0.08% | Reduce -18.6% | 12,096 | $8.3M |
| Headlands Technologies LLC | 0.88% | Reduce -20.0% | 12,025 | $8.3M |
| LaSalle St. Investment Advisors, LLC | 1.01% | Reduce -4.0% | 12,013 | $8.3M |
| GAM Holding AG | 0.63% | No change | 12,000 | $8.2M |
| Tempo Wealth, LLC | 1.22% | Add +0.7% | 11,967 | $8.2M |
| Element Pointe Advisors, LLC | 1.32% | No change | 11,911 | $8.2M |
| FSA Advisors, Inc. | 3.75% | New | 11,893 | $8.2M |
| Crewe Advisors LLC | 0.59% | Add +1.0% | 11,876 | $8.2M |
| Essex Financial Services, Inc. | 0.41% | Add +0.0% | 11,868 | $8.2M |
| Whittier Trust Co. | 0.08% | Reduce -1.0% | 11,795 | $8.1M |
| Hills Bank & Trust Co | 0.35% | Add +1.1% | 11,860 | $8.1M |
| Advisors Capital Management, LLC | 0.09% | Reduce -13.2% | 11,851 | $8.1M |
| Rossby Financial, LCC | 1.48% | Reduce -3.9% | 11,821 | $8.1M |
| Searcy Financial Services Inc. | 2.72% | Reduce -49.0% | 11,821 | $8.1M |
| Armstrong Advisory Group, Inc. | 0.49% | Reduce -0.2% | 11,818 | $8.1M |
| Newman Dignan & Sheerar, Inc. | 1.55% | Reduce -3.9% | 11,813 | $8.1M |
| Invariant Investment Management | 4.75% | Add +26.8% | 11,734 | $8.1M |
| Grange Capital, LLC | 7.46% | Add +406.1% | 11,782 | $8.1M |
| Vanguard Personalized Indexing Management, LLC | 0.07% | Reduce -1.5% | 11,771 | $8.1M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.17% | Add +1.7% | 11,746 | $8.1M |
| Kachkovsky & Fisher, Inc. | 7.74% | — | 11,722 | $8.1M |
| Miramontes Capital, LLC | 2.50% | Reduce -2.0% | 11,682 | $8.0M |
| Strata Wealth Advisors, LLC | 1.96% | Add +9.0% | 11,679 | $8.0M |
| Salem Investment Counselors Inc. | 0.20% | Add +0.6% | 11,668 | $8.0M |
| Capital Wealth Management, LLC | 1.93% | Add +11.0% | 11,666 | $8.0M |
| Reliant Investment Partners, LLC | 5.45% | Add +3.5% | 11,661 | $8.0M |
| Fullerton Fund Management Co Ltd. | 0.51% | Add +355.4% | 11,627 | $8.0M |
| Clark Capital Management Group, Inc. | 0.04% | Add +2.4% | 11,600 | $8.0M |
| Black Diamond Financial, LLC | 0.70% | Reduce -2.2% | 11,568 | $7.9M |
| Hutchens & Kramer Investment Management Group, LLC | 2.13% | Reduce -0.5% | 11,563 | $7.9M |
| EdgeRock Capital LLC | 1.79% | Reduce -5.4% | 11,523 | $7.9M |
| Sequent Asset Management, LLC | 3.34% | Reduce -7.5% | 11,516 | $7.9M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.05% | Reduce -8.5% | 11,496 | $7.9M |
| Blue Bell Private Wealth Management, LLC | 0.98% | Reduce -7.7% | 11,466 | $7.9M |
| 1900 Wealth Management LLC | 0.44% | Add +0.8% | 11,441 | $7.9M |
| Atlantic Union Bankshares Corp | 0.13% | Add +5.3% | 11,414 | $7.8M |
| Klingman & Associates, LLC | 0.33% | Add +0.6% | 11,409 | $7.8M |
| Coppell Advisory Solutions LLC | 0.65% | New | 21,051 | $7.8M |
| Centurion Wealth Management LLC | 1.87% | Reduce -8.0% | 11,367 | $7.8M |
| PDS Planning, Inc | 0.45% | Add +7.2% | 11,364 | $7.8M |
| Insight Advisors, LLC/ PA | 1.38% | Add +2.3% | 11,358 | $7.8M |
| Heritage Trust Co | 0.67% | Add +28.0% | 11,279 | $7.7M |
| Harel Insurance Investments & Financial Services Ltd. | 0.04% | Reduce -10.9% | 11,351 | $7.7M |
| Dougherty & Associates, LLC | 6.18% | Add +0.8% | 11,246 | $7.7M |
| Coastline Trust Co | 0.68% | Add +2.2% | 11,232 | $7.7M |
| Whitford Management LLC | 6.89% | New | 11,231 | $7.7M |
| Capital Investment Advisory Services, LLC | 0.47% | Add +67.3% | 11,176 | $7.7M |
| Orser Capital Management, LLC | 3.80% | Add +0.1% | 11,151 | $7.7M |
| Benchmark Financial Wealth Advisors, LLC | 1.89% | Reduce -2.6% | 11,118 | $7.6M |
| Wick Capital Partners, LLC | 1.15% | Add +0.3% | 11,102 | $7.6M |
| Kitching Partners, LLC | 6.55% | Reduce -7.2% | 11,096 | $7.6M |
| Trust Co. of Oklahoma | 1.96% | Add +3.4% | 11,082 | $7.6M |
| Platform Technology Partners | 1.25% | Add +6.5% | 11,075 | $7.6M |
| Quest 10 Wealth Builders, Inc. | 5.90% | Reduce -3.3% | 11,053 | $7.6M |
| Magnolia Capital Advisors LLC | 1.30% | Add +12.1% | 11,050 | $7.6M |
| BCS Private Wealth Management, Inc. | 2.28% | Reduce -0.4% | 11,032 | $7.6M |
| Triton Wealth Management, PLLC | 2.32% | Add +91.3% | 11,039 | $7.6M |
| Coerente Capital Management | 1.39% | Reduce -8.3% | 11,000 | $7.5M |
| Rockbridge Investment Management, LCC | 0.61% | Reduce -0.5% | 10,986 | $7.5M |
| Global Assets Advisory, LLC | 1.64% | Reduce -45.0% | 10,938 | $7.5M |
| Partners in Financial Planning | 1.14% | Add +0.1% | 10,928 | $7.5M |
| BCGM Wealth Management, LLC | 1.58% | Reduce -0.0% | 10,886 | $7.5M |
| Cambria Investment Management, L.P. | 0.37% | Add +21.7% | 10,876 | $7.5M |
| MW Advisory, LLC | 2.98% | — | 10,872 | $7.5M |
| Redhawk Wealth Advisors, Inc. | 0.74% | Add +22.7% | 10,868 | $7.5M |
| BXM Wealth LLC | 4.05% | Add +53.0% | 10,844 | $7.4M |
| Maripau Wealth Management LLC | 2.66% | Add +28.6% | 10,843 | $7.4M |
| Market Street Wealth Management Advisors LLC | 1.06% | Reduce -0.1% | 10,840 | $7.4M |
| ERn Financial, LLC | 1.22% | Add +0.3% | 10,752 | $7.4M |
| Marino Management, LLC | 1.54% | No change | 10,836 | $7.4M |
| ARS Wealth Advisors Group, LLC | 0.58% | Reduce -4.7% | 10,742 | $7.4M |
| BSW Wealth Partners | 0.82% | Reduce -2.2% | 10,737 | $7.4M |
| Helium Advisors LLC | 6.16% | Add +3.1% | 10,731 | $7.4M |
| Stokes Family Office, LLC | 0.86% | Reduce -18.0% | 10,725 | $7.4M |
| Allied Private Wealth LLC | 4.72% | — | 10,747 | $7.4M |
| Detalus Advisors, LLC | 1.43% | Reduce -0.3% | 10,718 | $7.4M |
| United Advisor Group, LLC | 0.78% | Add +1.4% | 10,675 | $7.3M |
| Seamount Financial Group Inc. | 2.95% | Add +2.9% | 10,666 | $7.3M |
| Courier Capital LLC | 0.36% | Reduce -0.4% | 10,632 | $7.3M |
| Hancock Whitney Corp. | 0.12% | Add +30.9% | 10,625 | $7.3M |
| Fortress Private Ledger, LLC | 1.99% | Add +4.2% | 10,615 | $7.3M |
| Palisade Asset Management, LLC | 0.67% | Add +7.4% | 10,612 | $7.3M |
| Signature Estate & Investment Advisors LLC | 0.13% | Add +6.5% | 10,602 | $7.3M |
| Koenig Investment Advisory, LLC | 5.63% | Add +5.6% | 10,549 | $7.2M |
| First Hawaiian Bank | 0.92% | No change | 10,546 | $7.2M |
| Luken Investment Analytics, LLC | 2.52% | Reduce -0.5% | 10,516 | $7.2M |
| West Michigan Advisors, LLC | 1.37% | Reduce -0.8% | 10,509 | $7.2M |
| Hoxton Planning & Management, LLC | 1.88% | Reduce -2.6% | 10,506 | $7.2M |
| Sanchez Gaunt Capital Management, LLC | 4.03% | Add +1.3% | 10,502 | $7.2M |
| Legacy Capital Wealth Partners, LLC | 1.38% | Reduce -5.9% | 10,497 | $7.2M |
| Mattern Capital Management, LLC | 0.84% | No change | 10,470 | $7.2M |
| Lloyd Advisory Services, LLC. | 2.78% | Reduce -30.2% | 10,455 | $7.2M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.43% | Add +3.4% | 10,447 | $7.2M |
| Moss Adams Wealth Advisors LLC | 0.45% | Add +17.3% | 10,420 | $7.2M |
| Ehrenkranz Partners L.P. | 4.12% | Reduce -0.2% | 10,388 | $7.1M |
| Childress Capital Advisors, LLC | 1.17% | Add +1.1% | 10,382 | $7.1M |
| Everest Private Wealth | 2.66% | Add +0.0% | 10,376 | $7.1M |
| Beam Wealth Advisors, Inc. | 1.57% | New | 10,371 | $7.1M |
| Allegiance Financial Group Advisory Services LLC | 1.23% | Reduce -5.8% | 10,367 | $7.1M |
| ZWJ Investment Counsel Inc. | 0.23% | Add +1.8% | 10,326 | $7.1M |
| Westerkirk Capital Inc. | 0.68% | No change | 10,300 | $7.1M |
| Single Point Partners, LLC | 1.24% | Add +0.1% | 10,262 | $7.0M |
| Community Bank of Raymore | 4.15% | Add +6.1% | 10,261 | $7.0M |
| Yarger Wealth Strategies, LLC | 2.53% | Reduce -0.2% | 10,150 | $7.0M |
| Stanley-Laman Group, Ltd. | 0.71% | Add +0.1% | 10,228 | $7.0M |
| Northstar Asset Management Inc. | 2.06% | No change | 10,220 | $7.0M |
| Vista Investment Partners Ii, LLC | 2.75% | Reduce -4.1% | 10,214 | $7.0M |
| Sovereign Financial Group, Inc. | 1.07% | Reduce -0.6% | 10,194 | $7.0M |
| Generation Capital Management LLC | 4.29% | Reduce -0.7% | 10,167 | $7.0M |
| Bollard Group LLC | 0.21% | Add +15.8% | 10,121 | $7.0M |
| Fortis Capital Advisors, LLC | 0.78% | Add +3.7% | 10,119 | $6.9M |
| Luminist Capital LLC | 7.85% | Add +89.2% | 10,107 | $6.9M |
| Eclectic Associates Inc. | 0.79% | Reduce -8.4% | 10,092 | $6.9M |
| Wright Wealth LLC | 4.16% | Add +9.8% | 10,084 | $6.9M |
| Axis Wealth Partners, LLC | 3.32% | Reduce -5.5% | 10,078 | $6.9M |
| Gateway Investment Advisers LLC | 0.07% | Add +43.1% | 10,067 | $6.9M |
| Beacon Advisors Holdings, LLC | 3.38% | Add +0.3% | 10,060 | $6.9M |
| Seven Mile Advisory | 4.63% | Add +7.3% | 10,032 | $6.9M |
| Apollon Financial, LLC | 0.81% | Add +0.4% | 9,998 | $6.9M |
| Anchor Investment Management, LLC | 0.51% | Add +0.6% | 9,957 | $6.8M |
| Edgestream Partners, L.P. | 0.20% | Add +42.5% | 9,855 | $6.8M |
| Twin Peaks Wealth Advisors, LLC | 1.53% | Add +10.3% | 9,846 | $6.8M |
| D.B. Root & Company, LLC | 1.44% | Add +10.5% | 9,845 | $6.8M |
| Revere Asset Management, Inc | 2.59% | Reduce -0.1% | 9,842 | $6.8M |
| Chilton Investment Co. Inc. | 0.16% | Add +53.2% | 9,822 | $6.7M |
| Lake Street Private Wealth, LLC | 0.77% | Add +13.7% | 9,814 | $6.7M |
| FAS Wealth Partners, Inc. | 0.35% | Add +2.3% | 9,813 | $6.7M |
| Midwest Financial Network, LLC | 4.58% | Reduce -12.8% | 9,755 | $6.7M |
| Ameriflex Group, Inc. | 2.73% | Add +8.9% | 9,744 | $6.7M |
| Professional Financial Advisors, LLC | 1.15% | Add +314.8% | 9,682 | $6.6M |
| Calton & Associates, Inc. | 0.97% | Reduce -19.4% | 9,642 | $6.6M |
| Essex Bank | 1.43% | Add +7.2% | 9,611 | $6.6M |
| Capital Asset Managemnet, LLC | 14.84% | Reduce -25.4% | 9,602 | $6.6M |
| Ceera Investments, LLC | 2.78% | No change | 9,540 | $6.6M |
| Asset Dedication, LLC | 0.41% | Add +2.5% | 9,538 | $6.6M |
| Christensen, King & Associates Investment Services, Inc. | 2.60% | No change | 9,526 | $6.5M |
| Biltmore Family Office, LLC | 0.86% | Reduce -0.6% | 9,522 | $6.5M |
| First Trust Advisors LP | 0.00% | Add +0.1% | 9,516 | $6.5M |
| Parker Investment Management, LLC | 0.79% | Add +5.6% | 9,502 | $6.5M |
| Hudson Bay Capital Management LP | 0.03% | Add +26.7% | 9,500 | $6.5M |
| Gainplan LLC | 2.57% | Add +8.1% | 9,499 | $6.5M |
| Gouws Capital LLC | 3.03% | Add +0.0% | 9,477 | $6.5M |
| Ariston Services Group | 3.59% | Add +0.0% | 9,476 | $6.5M |
| Flagstar Securities, Inc. | 1.96% | Add +3.3% | 9,456 | $6.5M |
| Fairview Capital Investment Management, LLC | 0.34% | Add +129.8% | 9,441 | $6.5M |
| Jackson, Grant Investment Advisers, Inc. | 2.01% | Add +3.3% | 9,434 | $6.5M |
| YHB Investment Advisors, Inc. | 0.41% | Reduce -11.0% | 9,420 | $6.5M |
| Raffa Wealth Management, LLC | 0.81% | Add +0.3% | 9,389 | $6.4M |
| Marotta Asset Management | 1.07% | Reduce -14.8% | 9,388 | $6.4M |
| Family Wealth Partners, LLC | 1.97% | Reduce -0.6% | 9,355 | $6.4M |
| Curi Capital, LLC | 0.10% | Add +10.7% | 9,344 | $6.4M |
| BLB&B Advisors, LLC | 0.23% | Add +1.2% | 9,315 | $6.4M |
| Hardin Capital Partners, LLC | 2.97% | Add +9.9% | 9,308 | $6.4M |
| Mechanics Bank Trust Department | 0.79% | Add +42.4% | 9,285 | $6.4M |
| GTS Securities LLC | 0.13% | Reduce -87.4% | 9,269 | $6.4M |
| Aprio Wealth Management, LLC | 0.31% | Reduce -15.2% | 9,257 | $6.4M |
| Baldwin Investment Management, LLC | 0.61% | Add +0.9% | 9,257 | $6.4M |
| XML Financial, LLC | 0.46% | Add +3.1% | 9,256 | $6.4M |
| Larry Mathis Financial Planning, LLC | 4.84% | Add +38.6% | 9,256 | $6.4M |
| Saxon Interests, Inc. | 1.75% | Reduce -2.6% | 9,233 | $6.3M |
| Rf&l Wealth Management, LLC | 4.29% | Add +3.4% | 9,222 | $6.3M |
| Quartz Partners, LLC | 2.07% | Add +4.3% | 9,218 | $6.3M |
| Bfsg, LLC | 0.56% | Reduce -0.3% | 9,195 | $6.3M |
| Mosaic Family Wealth Partners, LLC | 0.43% | Add +166.0% | 9,169 | $6.3M |
| LVW Advisors, LLC | 0.54% | Reduce -3.5% | 9,122 | $6.3M |
| Davis R M Inc. | 0.10% | Reduce -1.2% | 9,121 | $6.3M |
| Frisch Financial Group, Inc. | 1.07% | Reduce -2.6% | 9,109 | $6.3M |
| Prepared Retirement Institute LLC | 2.66% | Reduce -0.5% | 9,097 | $6.2M |
| Phillips Wealth Planners LLC | 4.60% | Reduce -3.7% | 9,082 | $6.2M |
| Tyche Wealth Partners LLC | 0.87% | Reduce -0.2% | 9,054 | $6.2M |
| Sigma Investment Counselors Inc. | 0.30% | Reduce -11.8% | 9,047 | $6.2M |
| Bulltick Wealth Management, LLC | 1.27% | Add +4.4% | 9,046 | $6.2M |
| Comprehensive Financial Planning, Inc. | 3.31% | Add +1.9% | 9,031 | $6.2M |
| HCR Wealth Advisors | 0.55% | Add +5.4% | 9,010 | $6.2M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.02% | Add +170.1% | 9,040 | $6.2M |
| Kestra Investment Management, LLC | 0.12% | Add +4.7% | 8,999 | $6.2M |
| Capital Wealth Alliance, LLC | 2.87% | Reduce -0.9% | 8,990 | $6.2M |
| Werba Rubin Papier Wealth Management | 0.75% | Reduce -14.2% | 8,960 | $6.2M |
| Ignite Planners, LLC | 0.84% | Reduce -11.0% | 8,958 | $6.2M |
| Truepoint, Inc. | 0.13% | Add +1.6% | 8,943 | $6.1M |
| Reliant Wealth Planning | 1.68% | Reduce -1.9% | 8,910 | $6.1M |
| Financial Synergies Wealth Advisors, Inc. | 0.51% | Add +72.3% | 8,831 | $6.1M |
| Northwestern University | 9.57% | New | 8,826 | $6.1M |
| Arthur M. Cohen & Associates, LLC | 0.94% | Add +1.2% | 8,763 | $6.0M |
| Whalerock Point Partners, LLC | 1.06% | Add +0.0% | 8,751 | $6.0M |
| ICW Investment Advisors LLC | 2.10% | Add +3.3% | 8,751 | $6.0M |
| Valued Retirements, Inc. | 5.37% | Add +1.5% | 8,708 | $6.0M |
| American Investment Services, Inc. | 1.26% | Add +1.0% | 8,694 | $6.0M |
| Arlington Trust Co LLC | 0.50% | Add +32.4% | 8,685 | $6.0M |
| Modus Advisors, LLC | 1.47% | Add +0.8% | 8,684 | $6.0M |
| Fire Capital Management LLC | 2.43% | Reduce -11.8% | 8,677 | $6.0M |
| Southland Equity Partners LLC | 1.04% | Add +8.4% | 8,669 | $6.0M |
| PGIM Custom Harvest LLC | 0.07% | Reduce -1.8% | 8,649 | $5.9M |
| NerdWallet Wealth Partners, LLC | 2.05% | Add +4.4% | 8,643 | $5.9M |
| Minot DeBlois Advisors LLC | 5.10% | Reduce -1.2% | 8,641 | $5.9M |
| Jacobi Capital Management LLC | 0.29% | Reduce -0.0% | 8,597 | $5.9M |
| CFC Planning Co LLC | 3.49% | Add +7.6% | 8,592 | $5.9M |
| Quantum Capital Management, LLC / NJ | 0.74% | New | 8,547 | $5.9M |
| Next Capital Management LLC | 1.58% | Add +0.1% | 8,537 | $5.9M |
| MBL Wealth, LLC | 0.40% | Add +0.2% | 8,510 | $5.8M |
| IPG Investment Advisors LLC | 0.84% | Add +6.0% | 8,497 | $5.8M |
| QTR Family Wealth, LLC | 2.03% | Reduce -0.6% | 8,494 | $5.8M |
| Maxele Advisors, LLC | 4.08% | — | 8,493 | $5.8M |
| Welch Group, LLC | 0.20% | Reduce -3.2% | 8,492 | $5.8M |
| Trust Co. of Toledo NA | 0.48% | Add +4.3% | 8,476 | $5.8M |
| Sulzberger Capital Advisors, Inc. | 5.68% | Add +0.2% | 8,472 | $5.8M |
| Keeler Thomas Management LLC | 2.06% | Reduce -3.6% | 8,466 | $5.8M |
| Ledgewood Wealth Advisors, LLC | 3.08% | Add +0.1% | 8,459 | $5.8M |
| Warther Private Wealth, LLC | 1.27% | Add +305.4% | 8,452 | $5.8M |
| Cardinal Point Capital Management ULC | 0.33% | Add +5.5% | 8,447 | $5.8M |
| Legacy PCG, LLC | 28.75% | Reduce -3.4% | 8,158 | $5.8M |
| CFM Wealth Partners LLC | 0.74% | Reduce -0.2% | 8,424 | $5.8M |
| Charter Capital Management, LLC\DE | 2.54% | Add +2.6% | 8,365 | $5.7M |
| Uhlmann Price Securities, LLC | 0.21% | Add +7.1% | 8,340 | $5.7M |
| Vision Capital Management, Inc. | 0.65% | Add +0.1% | 8,340 | $5.7M |
| Granite Islands Private Wealth, LLC | 4.24% | Add +12.9% | 8,338 | $5.7M |
| Farnam Financial LLC | 4.17% | Add +1.4% | 8,333 | $5.7M |
| Financial & Tax Architects, LLC | 1.20% | New | 8,308 | $5.7M |
| Armbruster Capital Management, Inc. | 0.85% | Reduce -15.7% | 8,278 | $5.7M |
| Fiduciary Financial Advisors | 0.58% | New | 8,248 | $5.7M |
| Equity Wealth Partners, LLC | 2.03% | Add +135.5% | 8,220 | $5.6M |
| Wiser Advisor Group LLC | 6.18% | Reduce -0.7% | 8,220 | $5.6M |
| CPR Investments Inc. | 4.32% | Add +57.8% | 8,176 | $5.6M |
| Strategic Investment Solutions, Inc. | 1.28% | Reduce -1.8% | 8,158 | $5.6M |
| Red Crane Wealth Management, LLC | 4.12% | Add +1.1% | 8,152 | $5.6M |
| Vectors Research Management, LLC | 1.46% | Add +1.1% | 8,130 | $5.6M |
| Hanover Advisors Inc. | 2.01% | Reduce -0.4% | 8,114 | $5.6M |
| Allen Mooney & Barnes Investment Advisors LLC | 0.85% | Add +2.4% | 8,105 | $5.6M |
| MetLife Investment Management, LLC | 0.03% | No change | 8,102 | $5.6M |
| RKL Wealth Management LLC | 0.44% | Reduce -4.2% | 8,068 | $5.5M |
| JTC Employer Solutions Trustee Ltd | 0.44% | No change | 8,055 | $5.5M |
| Silver Oak Securities, Incorporated | 0.34% | Add +7.7% | 8,045 | $5.5M |
| WESPAC Advisors, LLC | 2.68% | Add +0.1% | 8,000 | $5.5M |
| Foster Dykema Cabot & Partners, LLC | 0.32% | Reduce -1.8% | 7,971 | $5.5M |
| Intrua Financial, LLC | 0.52% | Add +3.7% | 7,964 | $5.5M |
| Boyd Watterson Asset Management LLC | 1.47% | No change | 7,945 | $5.5M |
| Wealth Architects, LLC | 0.43% | Add +42.5% | 7,944 | $5.5M |
| Fortune Financial Group, Inc. | 4.28% | Add +715.6% | 7,944 | $5.5M |
| Accredited Investors Inc. | 0.23% | Add +8.1% | 7,914 | $5.4M |
| Fulcrum Wealth Advisors, LLC | 4.14% | Reduce -1.2% | 7,895 | $5.4M |
| Kinloch Capital, LLC | 1.98% | Add +46.8% | 7,874 | $5.4M |
| MassMutual Private Wealth & Trust, FSB | 0.14% | Reduce -3.0% | 7,856 | $5.4M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.04% | Reduce -5.0% | 7,839 | $5.4M |
| Denver PWM, LLC | 1.76% | Reduce -27.4% | 7,543 | $5.4M |
| Xcel Wealth Management, LLC | 1.31% | Reduce -4.8% | 7,836 | $5.4M |
| Pasadena Private Wealth, LLC | 0.69% | Add +2.4% | 7,831 | $5.4M |
| L.K. Benson & Company, P.C. | 1.62% | Add +0.5% | 7,810 | $5.4M |
| Trust Point Inc. | 0.45% | Add +12.2% | 7,794 | $5.4M |
| Genus Capital Management Inc. | 0.53% | Reduce -17.2% | 7,792 | $5.4M |
| Summit Global Investments | 0.29% | Add +51.6% | 7,789 | $5.3M |
| Maia Wealth LLC | 0.79% | Add +5.0% | 7,767 | $5.3M |
| Meeder Advisory Services, Inc. | 0.20% | Reduce -21.1% | 7,762 | $5.3M |
| Sagace Wealth Management LLC | 3.37% | Add +2.3% | 7,748 | $5.3M |
| S Harris Financial Group, LLC | 4.12% | Reduce -0.6% | 7,748 | $5.3M |
| John G Ullman & Associates Inc. | 0.64% | Add +16.8% | 7,728 | $5.3M |
| Strategic Family Wealth Counselors, L.L.C. | 1.23% | Add +9.8% | 7,711 | $5.3M |
| Legacy Edge Advisors, LLC | 0.49% | Reduce -1.0% | 7,694 | $5.3M |
| Aaron Wealth Advisors LLC | 0.27% | Reduce -3.5% | 7,639 | $5.2M |
| Penobscot Wealth Management | 1.40% | Reduce -6.3% | 7,629 | $5.2M |
| Consultiva Wealth Management, Corp. | 11.79% | Add +30.5% | 7,619 | $5.2M |
| Aventura Private Wealth, LLC | 1.60% | Add +2.0% | 7,615 | $5.2M |
| Colter Lewis Investment Partners LLC | 2.32% | Add +1.3% | 7,614 | $5.2M |
| Viewpoint Investment Partners Corp. | 1.80% | Add +20.2% | 7,617 | $5.2M |
| LRI Investments, LLC | 0.42% | Reduce -2.3% | 7,592 | $5.2M |
| GW Henssler & Associates Ltd. | 0.23% | Reduce -14.2% | 7,589 | $5.2M |
| Stonebridge Financial Group, LLC | 0.72% | — | 7,553 | $5.2M |
| Eschler Asset Management LLP | 9.28% | No change | 7,552 | $5.2M |
| WealthPlan Investment Management, LLC | 0.26% | Add +113.7% | 7,540 | $5.2M |
| Birchwood Financial Partners, Inc. | 4.23% | Add +12.8% | 7,534 | $5.2M |
| Orgel Wealth Management, LLC | 0.10% | Add +19.7% | 7,533 | $5.2M |
| Lawood & Co. | 3.50% | Add +3.3% | 7,516 | $5.2M |
| MSH Capital Advisors LLC | 0.90% | Add +55.5% | 7,514 | $5.2M |
| 1776 Wealth LLC | 1.82% | Reduce -3.3% | 7,506 | $5.2M |
| Avondale Wealth Management | 2.10% | Add +4.7% | 7,504 | $5.2M |
| Sawyer & Company, Inc | 1.73% | Add +28.1% | 7,492 | $5.1M |
| Dala Group, LLC | 4.24% | Reduce -12.4% | 7,487 | $5.1M |
| Etesian Wealth Advisors, Inc. | 1.52% | Add +1.2% | 7,475 | $5.1M |
| Heritage Investors Management Corp. | 0.14% | Add +2.1% | 7,459 | $5.1M |
| RB Capital Management, LLC | 1.04% | Add +67.9% | 7,451 | $5.1M |
| Tennessee Valley Asset Management Partners | 0.56% | Add +28.9% | 7,448 | $5.1M |
| Barnes Pettey Financial Advisors, LLC | 1.60% | Add +4.5% | 7,444 | $5.1M |
| Neumann Capital Management, LLC | 3.38% | Add +11.9% | 7,444 | $5.1M |
| Atlas Capital Advisors Inc. | 0.56% | Reduce -0.1% | 7,425 | $5.1M |
| Sfmg, LLC | 0.31% | Add +6.5% | 7,417 | $5.1M |
| Crux Wealth Advisors | 1.76% | Reduce -1.3% | 7,408 | $5.1M |
| PVG Asset Management Corp. | 2.94% | No change | 7,384 | $5.1M |
| Purkiss Capital Advisors LLC | 1.93% | Add +19.2% | 7,368 | $5.1M |
| Legacy Financial Strategies, LLC | 0.78% | Reduce -8.1% | 7,360 | $5.1M |
| Nomura Asset Management Co. Ltd. | 0.01% | Reduce -9.8% | 7,353 | $5.1M |
| Crusonia Wealth Advisors LLC | 0.83% | Add +9.6% | 7,340 | $5.0M |
| Private Advisory Group LLC | 0.28% | Add +35.7% | 7,332 | $5.0M |
| Nicholson Wealth Management Group, LLC | 2.97% | Reduce -3.2% | 7,306 | $5.0M |
| Glass Jacobson Investment Advisors llc | 1.56% | Add +2.8% | 7,301 | $5.0M |
| Kirtland Hills Capital Management, LLC | 1.42% | Add +3.4% | 7,282 | $5.0M |
| Synergy Financial Group, LTD | 3.60% | Reduce -0.2% | 7,280 | $5.0M |
| Oxford Wealth Group, LLC | 2.23% | Add +20.1% | 7,269 | $5.0M |
| Cornerstone Wealth Management, LLC | 0.21% | Add +4.4% | 7,267 | $5.0M |
| Hoese & Co LLP | 3.24% | Reduce -0.6% | 7,264 | $5.0M |
| Key Client Fiduciary Advisors, LLC | 1.45% | Add +8.3% | 7,258 | $5.0M |
| Disciplined Investors, L.L.C. | 2.49% | Add +16.5% | 7,243 | $5.0M |
| Townsend Asset Management Corp. /NC/ | 1.60% | Add +0.1% | 7,243 | $5.0M |
| Howard Wealth Management, LLC | 1.84% | Reduce -3.0% | 7,229 | $5.0M |
| Tudor Investment Corporation | 0.02% | Reduce -86.5% | 7,218 | $5.0M |
| Family Capital Management, Inc. | 1.92% | Add +0.0% | 7,211 | $5.0M |
| Planning Alternatives Ltd. | 0.53% | Reduce -0.9% | 7,209 | $5.0M |
| Birinyi Associates Inc. | 1.17% | Add +0.0% | 7,200 | $4.9M |
| World Equity Group, Inc. | 1.11% | Reduce -1.7% | 7,197 | $4.9M |
| Prospect Financial Group LLC | 3.97% | No change | 7,180 | $4.9M |
| Maridea Wealth Management LLC | 0.54% | Add +11.8% | 7,173 | $4.9M |
| Liberty Wealth Management LLC | 0.61% | No change | 8,226 | $4.9M |
| New Covenant Trust Company, N.A. | 3.70% | Reduce -0.6% | 7,139 | $4.9M |
| Independent Wealth Network Inc. | 1.25% | Add +5.0% | 7,137 | $4.9M |
| Madison Wealth Partners, Inc | 0.62% | Add +7.2% | 7,132 | $4.9M |
| Keebeck Wealth Management | 0.48% | Add +0.0% | 7,126 | $4.9M |
| Sterling Group Wealth Management, LLC | 2.01% | Add +5.1% | 7,124 | $4.9M |
| Summa Corp. | 1.53% | Add +2.8% | 7,104 | $4.9M |
| Riverchase Wealth Management, LLC | 2.27% | Reduce -0.4% | 7,092 | $4.9M |
| Sharkey, Howes & Javer | 0.59% | Add +1.0% | 7,088 | $4.9M |
| Patriot Investment Management Group, Inc. | 0.28% | Reduce -1.3% | 7,076 | $4.9M |
| Able Wealth Management LLC | 1.11% | Reduce -7.1% | 7,067 | $4.9M |
| DB Fitzpatrick & Co, Inc | 3.91% | Add +4.4% | 7,049 | $4.8M |
| Kastel Capital Advisors, LLC | 3.06% | Reduce -6.0% | 8,095 | $4.8M |
| Pennington Partners & Co., LLC | 1.55% | Reduce -3.1% | 7,035 | $4.8M |
| LOM Asset Management Ltd | 1.25% | Reduce -45.9% | 7,035 | $4.8M |
| Gradient Capital Advisors, LLC | 1.12% | Reduce -0.1% | 7,019 | $4.8M |
| Cooper/Haims Advisors, LLC | 2.07% | Add +8.4% | 7,017 | $4.8M |
| Ridgewood Investments LLC | 1.80% | Add +1.7% | 6,984 | $4.8M |
| Pandowealth. LLC | 3.93% | Add +3.5% | 113,472 | $4.8M |
| Fee-Only Financial Planning, L.C. | 2.54% | No change | 6,908 | $4.7M |
| Clientfirst Wealth Management, LLC | 3.89% | Reduce -0.3% | 6,902 | $4.7M |
| Orion Investment Co | 1.38% | Add +16.5% | 6,873 | $4.7M |
| Prime Buchholz LLC | 1.70% | Add +83.1% | 6,868 | $4.7M |
| CV Advisors LLC | 0.89% | Add +0.0% | 6,828 | $4.7M |
| W1M Asset Management Ltd | 0.04% | Reduce -13.5% | 6,824 | $4.7M |
| Well Done, LLC | 0.63% | Reduce -2.8% | 6,802 | $4.7M |
| Ewa, LLC | 0.85% | Add +1.0% | 6,788 | $4.7M |
| Advisory Solutions Group, LLC | 1.59% | — | 6,785 | $4.7M |
| DT Investment Partners, LLC | 0.35% | Add +9.0% | 6,772 | $4.7M |
| Greenspring Advisors, LLC | 0.26% | Reduce -1.3% | 6,765 | $4.6M |
| Family Investment Center, Inc. | 0.77% | Reduce -0.9% | 6,746 | $4.6M |
| WealthCollab, LLC | 1.67% | Add +0.5% | 6,726 | $4.6M |
| Golden State Wealth Management, LLC | 0.42% | Add +1.6% | 6,717 | $4.6M |
| Kornitzer Capital Management Inc. | 0.10% | Reduce -0.8% | 6,714 | $4.6M |
| Kaizen Financial Strategies | 1.82% | Add +204.3% | 6,725 | $4.6M |
| WBH Advisory Inc. | 0.31% | Add +10.1% | 6,706 | $4.6M |
| Rexford Capital Inc. | 2.82% | Reduce -3.5% | 6,701 | $4.6M |
| Bristlecone Value Partners, LLC | 3.70% | Add +3.2% | 6,697 | $4.6M |
| Richards, Merrill & Peterson, Inc. | 1.46% | Add +2.4% | 6,694 | $4.6M |
| Tradewinds, LLC. | 1.03% | New | 3,289 | $4.6M |
| Summit Wealth & Retirement Planning, Inc. | 0.97% | Reduce -8.7% | 6,673 | $4.6M |
| Monograph Wealth Advisors, LLC | 0.37% | No change | 6,645 | $4.6M |
| Kavar Capital Partners Group, LLC | 0.56% | Add +0.1% | 6,632 | $4.6M |
| Destination Wealth Management | 0.11% | Reduce -55.4% | 6,625 | $4.5M |
| IMA Advisory Services, Inc. | 0.28% | Add +21.9% | 6,616 | $4.5M |
| Quadcap Wealth Management, LLC | 0.44% | Reduce -0.9% | 6,615 | $4.5M |
| Sage Capital Advisors,llc | 0.94% | Reduce -4.0% | 6,598 | $4.5M |
| Opulen Financial Group LLC | 2.84% | Reduce -1.4% | 6,569 | $4.5M |
| Lazard Asset Management LLC | 0.01% | Reduce -22.8% | 6,559 | $4.5M |
| Landing Point Financial Group, LLC | 1.53% | Reduce -46.3% | 6,553 | $4.5M |
| Texas Yale Capital Corp. | 0.10% | Add +0.0% | 6,550 | $4.5M |
| VSM Wealth Advisory, LLC | 1.19% | Reduce -2.6% | 6,539 | $4.5M |
| Cerity Partners Retirement Plan Advisors LLC | 1.88% | Add +0.3% | 6,595 | $4.5M |
| Adapt Wealth Advisors, LLC | 1.46% | Reduce -0.5% | 6,511 | $4.5M |
| JT Stratford LLC | 0.49% | Add +5.5% | 6,508 | $4.5M |
| Cullinan Associates Inc. | 0.34% | No change | 6,500 | $4.5M |
| RVW Wealth, LLC | 0.29% | Add +137.0% | 6,489 | $4.5M |
| Fsa Wealth Partners, Inc. | 1.11% | Add +40.3% | 6,472 | $4.4M |
| Arrowroot Family Office, LLC | 1.27% | Add +0.1% | 6,470 | $4.4M |
| Beacon Capital Management, LLC | 0.65% | Reduce -8.1% | 6,467 | $4.4M |
| Winthrop Advisory Group LLC | 0.30% | Add +12.1% | 6,451 | $4.4M |
| 71 West Capital Partners | 0.15% | Add +20.9% | 6,440 | $4.4M |
| Joseph P. Lucia & Associates, LLC | 1.33% | Add +38.2% | 6,440 | $4.4M |
| Planning Strategies Inc. | 2.77% | — | 6,437 | $4.4M |
| 25 LLC | 1.21% | Reduce -1.6% | 6,431 | $4.4M |
| BlueChip Wealth Advisors LLC | 1.67% | Add +37.7% | 6,427 | $4.4M |
| Syon Capital LLC | 0.19% | Add +0.8% | 6,423 | $4.4M |
| Tortoise Investment Management, LLC | 0.33% | Add +0.0% | 6,419 | $4.4M |
| Physician Wealth Advisors, Inc. | 0.53% | Add +23.1% | 6,412 | $4.4M |
| Sequent Planning LLC | 0.94% | Add +21.3% | 6,408 | $4.4M |
| Cogent Private Wealth, Inc. | 2.75% | Reduce -18.7% | 6,407 | $4.4M |
| Investment Advisory Group, LLC | 0.95% | Reduce -7.7% | 6,403 | $4.4M |
| Bluesphere Advisors LLC | 1.36% | Add +5.3% | 6,403 | $4.4M |
| Financial Consulate, Inc. | 0.49% | Reduce -0.4% | 6,394 | $4.4M |
| Perennial Investment Advisors, LLC | 0.29% | Add +9.4% | 6,367 | $4.4M |
| Arcadia Wealth Management, LLC | 1.37% | Reduce -12.8% | 6,360 | $4.4M |
| IFC Advisors LLC | 0.55% | Add +15.0% | 6,357 | $4.4M |
| Cassaday & Co Wealth Management LLC | 0.08% | Reduce -7.8% | 6,352 | $4.4M |
| Vines Capital Management, LLC | 3.58% | Add +9.8% | 6,350 | $4.4M |
| Cherry Tree Wealth Management, LLC | 0.82% | Add +16.3% | 6,349 | $4.4M |
| Azimuth Capital Investment Management LLC | 0.15% | Reduce -0.9% | 6,349 | $4.4M |
| Naviter Wealth, LLC | 0.40% | Add +290.8% | 6,347 | $4.4M |
| Hantz Financial Services, Inc. | 0.06% | Add +67.2% | 6,315 | $4.3M |
| Innova Wealth Partners | 1.79% | Add +1.2% | 6,307 | $4.3M |
| Nilsine Partners, LLC | 0.30% | Add +0.7% | 6,292 | $4.3M |
| GWN Securities Inc. | 0.72% | Add +9.9% | 6,285 | $4.3M |
| Ballast Rock Private Wealth LLC | 1.99% | Reduce -0.2% | 6,272 | $4.3M |
| Procyon Advisors, LLC | 0.19% | Add +10.1% | 6,261 | $4.3M |
| First National Advisers, LLC | 0.60% | Add +1.6% | 6,233 | $4.3M |
| Wolff Wiese Magana LLC | 1.97% | Add +12.5% | 6,232 | $4.3M |
| Baldwin Wealth Partners LLC | 0.28% | Reduce -5.7% | 6,232 | $4.3M |
| Robinson Smith Wealth Advisors LLC | 2.56% | Add +30.0% | 6,229 | $4.3M |
| NYL Investors LLC | 1.64% | No change | 6,217 | $4.3M |
| Boreal Capital Management LLC | 3.66% | Add +16.8% | 6,195 | $4.3M |
| Sunpointe, LLC | 1.21% | Add +1.1% | 6,197 | $4.3M |
| Legacy Financial Group LLC | 0.48% | Reduce -3.8% | 6,165 | $4.2M |
| RMG Wealth Management LLC | 0.43% | Add +0.6% | 5,936 | $4.2M |
| Ami Investment Management Inc. | 0.89% | Reduce -0.9% | 6,130 | $4.2M |
| Integrated Investment Consultants, LLC | 0.83% | Add +405.5% | 31,157 | $4.2M |
| Redstone Wealth Management, LLC | 2.74% | Add +0.4% | 6,118 | $4.2M |
| Englebert Financial Advisers, LLC | 4.16% | Add +15.8% | 6,116 | $4.2M |
| California State Teachers Retirement System | 0.00% | Add +0.5% | 6,107 | $4.2M |
| Headinvest, LLC | 0.78% | Reduce -0.1% | 6,103 | $4.2M |
| Triasima Portfolio Management inc. | 0.57% | Reduce -3.0% | 6,102 | $4.2M |
| Sankala Group LLC | 2.81% | Add +0.7% | 5,938 | $4.2M |
| Bluestem Financial Advisors, LLC | 1.47% | Add +8.3% | 6,095 | $4.2M |
| Capital Analysts, LLC | 0.10% | Add +8.3% | 6,089 | $4.2M |
| Roffman Miller Associates Inc. | 0.22% | Add +13.7% | 6,076 | $4.2M |
| Reicon Wealth Advisors, LLC | 2.60% | Add +33.1% | 6,067 | $4.2M |
| Fosun International Ltd | 1.01% | New | 6,060 | $4.2M |
| JMN Financial LLC | 3.23% | Add +0.7% | 6,042 | $4.2M |
| Segment Wealth Management, LLC | 0.22% | Add +3.5% | 6,038 | $4.1M |
| Tranquility Partners, LLC | 1.42% | Add +4.4% | 6,016 | $4.1M |
| Marathon Wealth Advisors LLC | 1.41% | Add +0.3% | 6,016 | $4.1M |
| GHP Investment Advisors, Inc. | 0.15% | Add +1.4% | 6,006 | $4.1M |
| Rasp Wealth Solutions, LLC | 1.37% | — | 5,994 | $4.1M |
| Accel Wealth Management | 0.92% | Add +6.7% | 5,981 | $4.1M |
| National Wealth Management Group, LLC | 1.27% | Add +3.3% | 5,979 | $4.1M |
| Security National Bank | 0.49% | Reduce -3.5% | 5,978 | $4.1M |
| Principle Wealth Partners LLC | 0.20% | Add +2.4% | 5,974 | $4.1M |
| SMART Wealth LLC | 0.88% | Reduce -56.4% | 5,943 | $4.1M |
| Summit Financial Wealth Advisors, LLC | 0.52% | Add +1.0% | 5,913 | $4.1M |
| Bakala Capital LLC | 17.78% | Add +0.3% | 5,910 | $4.1M |
| Latitude Advisors, LLC | 1.61% | Add +14.2% | 5,893 | $4.0M |
| Avestar Capital, LLC | 0.24% | Add +15.1% | 5,890 | $4.0M |
| Advisory Advocates, LLC | 3.46% | Add +57.4% | 5,877 | $4.0M |
| Long Island Wealth Management, Inc. | 1.66% | Add +0.0% | 5,870 | $4.0M |
| Medallion Wealth Advisors, LLC | 1.27% | Reduce -1.8% | 5,856 | $4.0M |
| DecisionMap Wealth Management, LLC | 2.25% | Reduce -2.5% | 5,850 | $4.0M |
| Summitpoint Capital Management | 4.32% | Add +12.6% | 5,836 | $4.0M |
| Argonautica Private Wealth Management, Inc. | 0.98% | Add +107.4% | 5,835 | $4.0M |
| Elevation Capital Advisory, LLC | 1.54% | Reduce -7.3% | 5,815 | $4.0M |
| Westbourne Investments, Inc. | 1.62% | Add +0.4% | 5,798 | $4.0M |
| Astra Wealth Partners LLC | 2.22% | Add +0.4% | 5,793 | $4.0M |
| Steelhead Wealth Management LLC | 1.60% | Reduce -4.2% | 5,775 | $4.0M |
| Financial Council, LLC | 1.29% | Add +2.8% | 5,774 | $4.0M |
| Advisory Alpha, LLC | 0.10% | Reduce -35.8% | 5,746 | $4.0M |
| Cedarwood Wealth LLC | 2.98% | Add +5.7% | 5,749 | $3.9M |
| Accurate Wealth Management, LLC | 0.38% | Reduce -1.1% | 5,680 | $3.9M |
| Goodwin Investment Advisory | 7.92% | Add +11.9% | 5,728 | $3.9M |
| Ferguson Wellman Capital Management, Inc. | 0.05% | Reduce -0.1% | 5,727 | $3.9M |
| Auour Investments LLC | 1.13% | Add +2.1% | 5,717 | $3.9M |
| Realta Investment Advisors | 1.22% | Add +36.3% | 5,703 | $3.9M |
| Prevail Innovative Wealth Advisors, LLC | 0.58% | Add +50.9% | 5,696 | $3.9M |
| First Interstate Bank | 0.20% | Reduce -2.5% | 5,689 | $3.9M |
| Compass Advisory Group LLC | 0.93% | Reduce -0.6% | 5,676 | $3.9M |
| Argo Wealth Advisory, LLC | 2.14% | Add +62.3% | 5,655 | $3.9M |
| Bedel Financial Consulting, Inc. | 0.37% | Add +3.5% | 5,652 | $3.9M |
| CFS Investment Advisory Services, LLC | 0.26% | Add +20.0% | 5,667 | $3.9M |
| Performance Wealth Partners, LLC | 0.10% | Reduce -0.1% | 5,649 | $3.9M |
| Walled Lake Planning & Wealth Management, LLC | 0.98% | Add +6.8% | 5,625 | $3.9M |
| Bank of Marin | 2.70% | Add +1.7% | 5,624 | $3.9M |
| Capital Asset Advisory Services LLC | 0.14% | Add +5.0% | 5,601 | $3.8M |
| Waddell & Associates, LLC | 0.19% | Reduce -1.3% | 5,591 | $3.8M |
| GEM Asset Management, LLC | 1.51% | Reduce -0.2% | 5,576 | $3.8M |
| Consilio Wealth Advisors, LLC | 0.92% | Add +1.1% | 5,562 | $3.8M |
| Annex Advisory Services, LLC | 0.07% | Add +10.4% | 5,562 | $3.8M |
| Networth Advisors, LLC | 2.21% | Add +0.5% | 5,539 | $3.8M |
| Financial Perspectives, Inc | 0.93% | Add +21.0% | 5,535 | $3.8M |
| Omnia Family Wealth, LLC | 1.02% | Reduce -2.5% | 5,522 | $3.8M |
| Vermillion Wealth Management, Inc. | 0.91% | Reduce -5.5% | 5,521 | $3.8M |
| Peoples Bank | 3.66% | Add +1.6% | 5,489 | $3.8M |
| COFG Advisors, LLC | 0.65% | New | 5,489 | $3.8M |
| KFA Private Wealth Group, LLC | 0.91% | Reduce -1.6% | 5,488 | $3.8M |
| Global Strategic Investment Solutions, LLC | 0.34% | Add +3.7% | 5,487 | $3.8M |
| Fortem Financial Group, LLC | 0.77% | Add +275.6% | 5,473 | $3.8M |
| Welch & Forbes LLC | 0.05% | Add +2.9% | 5,472 | $3.8M |
| Mezzasalma Advisors, LLC | 0.75% | Add +4.6% | 5,452 | $3.7M |
| Robinhood Asset Management, LLC | 0.20% | Add +27.4% | 5,436 | $3.7M |
| Latko Wealth Management, Ltd. | 1.58% | Add +1.7% | 5,430 | $3.7M |
| Ssa Swiss Advisors AG | 1.40% | Reduce -5.1% | 5,421 | $3.7M |
| Ironwood Investment Counsel, LLC | 0.49% | Reduce -7.1% | 5,406 | $3.7M |
| Prosperity Consulting Group, LLC | 0.14% | Reduce -3.3% | 5,388 | $3.7M |
| Taylor Hoffman Capital Management LLC | 0.90% | Reduce -0.0% | 5,387 | $3.7M |
| Bridgelight Financial Advisors, Inc. | 2.53% | Reduce -10.7% | 5,385 | $3.7M |
| Tannin Capital LLC | 2.43% | Reduce -5.5% | 5,385 | $3.7M |
| TCI Wealth Advisors, Inc. | 0.16% | Add +3.8% | 5,379 | $3.7M |
| Oxbow Advisors, LLC | 0.30% | Add +23.6% | 5,358 | $3.7M |
| Reality Financial Planning Services, LLC | 3.55% | Add +0.1% | 5,351 | $3.7M |
| Walleye Trading LLC | 0.05% | Add +170.5% | 5,350 | $3.7M |
| McAdam, LLC | 0.14% | Reduce -38.0% | 5,348 | $3.7M |
| Terra Nova Asset Management LLC | 2.24% | Add +0.6% | 5,339 | $3.7M |
| Arsenal Capital Advisors LLC | 2.16% | Add +11.7% | 5,330 | $3.7M |
| Keystone Global Partners, LLC | 1.39% | Reduce -0.7% | 5,328 | $3.7M |
| DBK Financial Counsel, LLC | 3.07% | Reduce -28.4% | 5,327 | $3.7M |
| Madison Asset Management, LLC | 0.04% | Reduce -2.2% | 5,323 | $3.7M |
| Patton Albertson Miller Group, LLC | 0.36% | Reduce -12.9% | 5,321 | $3.7M |
| GAMMA Investing LLC | 0.14% | Add +3.7% | 5,315 | $3.7M |
| Redwood Family Wealth LLC | 3.23% | Reduce -0.1% | 5,305 | $3.6M |
| Lee, Kelleher & Klein Wealth Management | 1.90% | Reduce -1.3% | 5,296 | $3.6M |
| Diversified Management Inc. | 0.77% | Add +10.5% | 5,277 | $3.6M |
| Black Swift Group, LLC | 0.52% | Reduce -3.7% | 5,264 | $3.6M |
| Olde Wealth Management, LLC | 1.02% | Add +0.1% | 5,257 | $3.6M |
| Prossimo Advisors, LLC | 20.82% | No change | 5,255 | $3.6M |
| May Hill Capital, LLC | 0.75% | Reduce -0.3% | 5,255 | $3.6M |
| Capital Advisors Inc. | 0.05% | Reduce -1.7% | 5,253 | $3.6M |
| Vantage Point Financial LLC | 1.10% | Add +60.7% | 5,252 | $3.6M |
| Moneco Advisors, LLC | 0.22% | Add +61.7% | 5,245 | $3.6M |
| Fortis Capital Management LLC | 0.40% | Reduce -4.3% | 5,239 | $3.6M |
| Integrity Wealth Solutions LLC | 1.33% | Reduce -3.6% | 5,235 | $3.6M |
| J. Derek Lewis & Associates Inc. | 0.68% | Add +12.2% | 5,216 | $3.6M |
| Pursue Wealth Partners LLC | 2.01% | Add +5.2% | 5,215 | $3.6M |
| Revolve Wealth Partners, LLC | 0.37% | Reduce -7.8% | 5,194 | $3.6M |
| Foster Victor Wealth Advisors, LLC | 0.19% | Add +66.6% | 5,160 | $3.6M |
| Prosperity Advisers, LLC | 2.57% | Reduce -0.8% | 5,177 | $3.6M |
| Ducere Wealth Management LLC | 1.07% | Reduce -34.2% | 5,176 | $3.6M |
| Cheviot Value Management, LLC | 0.36% | Add +1.6% | 5,159 | $3.5M |
| First Pacific Financial | 0.42% | Add +4.3% | 5,152 | $3.5M |
| Shade Tree Advisors LLC | 2.06% | Reduce -10.3% | 5,149 | $3.5M |
| NorthCoast Asset Management LLC | 0.08% | Reduce -5.1% | 5,146 | $3.5M |
| Maloon Powers Pitre Higgins & Dennehy, LLC | 1.21% | — | 5,145 | $3.5M |
| McGuire Capital Advisors Inc. | 1.92% | Add +1.6% | 5,130 | $3.5M |
| Cauble & Harre Wealth Management, Inc. | 2.82% | Reduce -1.6% | 5,127 | $3.5M |
| Towne Trust Company, N.A | 1.07% | Add +2.4% | 5,127 | $3.5M |
| Blake Schutter Theil Wealth Advisors, LLC | 2.38% | Add +53.9% | 5,126 | $3.5M |
| Confluence Wealth Services, Inc. | 0.10% | Add +65.1% | 5,121 | $3.5M |
| Investor's Fiduciary Advisor Network, LLC | 1.19% | Add +19.0% | 5,106 | $3.5M |
| Stonebridge Capital Advisors LLC | 0.22% | Reduce -1.2% | 5,082 | $3.5M |
| Edmond DE Rothschild Holding S.A. | 0.05% | Reduce -9.1% | 5,080 | $3.5M |
| Meredith Wealth Planning | 0.82% | Reduce -2.7% | 5,076 | $3.5M |
| Founders Financial Alliance, LLC | 0.46% | Add +1.7% | 5,076 | $3.5M |
| Pine Ridge Advisers LLC | 0.21% | No change | 5,075 | $3.5M |
| SRH Advisors, LLC | 0.89% | No change | 5,074 | $3.5M |
| Richardson Financial Services Inc. | 1.97% | Reduce -9.6% | 5,068 | $3.5M |
| Wakefield Asset Management LLLP | 0.78% | Add +13.3% | 5,044 | $3.5M |
| Navigation Group, LLC | 0.67% | Reduce -2.8% | 5,039 | $3.5M |
| Cornerstone Planning Group LLC | 0.44% | Reduce -3.7% | 5,033 | $3.5M |
| LifeGuide Financial Advisors, LLC | 0.98% | Add +15.3% | 5,031 | $3.5M |
| Zenith Solutions, Inc. | 3.13% | — | 5,031 | $3.5M |
| PAX Financial Group, LLC | 0.51% | Reduce -1.9% | 5,024 | $3.5M |
| Forefront Wealth Partners, LLC | 1.07% | Add +80.7% | 5,006 | $3.4M |
| NorthCrest Asset Manangement, LLC | 0.09% | Add +36.6% | 4,952 | $3.4M |
| Verus Financial Partners, Inc. | 0.29% | Add +0.1% | 4,970 | $3.4M |
| Sandhill Capital Partners LLC | 0.28% | Add +23.4% | 4,968 | $3.4M |
| Vienna Asset Management LLC | 2.43% | Reduce -19.7% | 4,965 | $3.4M |
| Novem Group | 0.34% | Add +2.4% | 4,938 | $3.4M |
| 180 Wealth Advisors, LLC | 0.34% | Reduce -2.5% | 4,937 | $3.4M |
| Values Added Financial LLC | 1.22% | Add +0.5% | 4,927 | $3.4M |
| Downshift Financial, LLC | 1.53% | Reduce -1.7% | 4,924 | $3.4M |
| Provenance Wealth Advisors, LLC | 0.32% | Reduce -1.4% | 4,922 | $3.4M |
| LifeWealth Investments, LLC | 0.90% | Add +12.9% | 4,922 | $3.4M |
| FOCUS Wealth Advisors, LLC | 1.56% | Add +0.2% | 4,912 | $3.4M |
| Onyx Bridge Wealth Group LLC | 0.30% | Reduce -0.6% | 4,889 | $3.4M |
| Veery Capital, LLC | 0.90% | Add +2.5% | 4,878 | $3.4M |
| DiPaolo Financial Group, Inc. | 2.19% | Add +3.8% | 4,874 | $3.3M |
| Clearstead Trust, LLC | 0.44% | Add +4.2% | 4,859 | $3.3M |
| PACK Private Wealth, LLC | 1.38% | No change | 4,859 | $3.3M |
| Curran Financial Partners, LLC | 0.49% | Add +12.5% | 4,842 | $3.3M |
| MTM Investment Management, LLC | 0.95% | Add +6.2% | 4,838 | $3.3M |
| Cloud Capital Management, LLC | 1.21% | Add +0.7% | 4,833 | $3.3M |
| Palatine Hill Wealth Management, LLC | 2.66% | Add +0.6% | 4,815 | $3.3M |
| Weaver Consulting Group | 0.67% | Add +3.5% | 4,779 | $3.3M |
| Hubbell Strickland Wealth Management, LLC | 1.18% | Reduce -0.2% | 4,777 | $3.3M |
| Chicago Capital, LLC | 0.08% | Reduce -3.7% | 4,767 | $3.3M |
| Parkwoods Wealth Partners, LLC | 0.52% | Add +30.4% | 4,757 | $3.3M |
| Mission Creek Capital Partners, Inc. | 0.57% | Add +10.8% | 4,752 | $3.3M |
| Defender Capital, LLC. | 1.06% | New | 4,750 | $3.3M |
| Diversified Enterprises, LLC | 0.16% | Add +5.7% | 4,744 | $3.3M |
| E&G Advisors, LLC | 0.63% | Reduce -0.4% | 4,716 | $3.2M |
| Beirne Wealth Consulting Services, LLC | 0.64% | Add +0.3% | 4,704 | $3.2M |
| Roberts Glore & Co. Inc. | 0.80% | Reduce -3.7% | 4,701 | $3.2M |
| Baring Financial LLC | 1.78% | Reduce -3.4% | 4,698 | $3.2M |
| Badgley Phelps Wealth Managers, LLC | 0.06% | Add +7.4% | 4,697 | $3.2M |
| Canandaigua National Bank & Trust Co. | 0.27% | — | 4,695 | $3.2M |
| Harbour Investment Management LLC | 1.66% | No change | 4,694 | $3.2M |
| Index Fund Advisors, Inc. | 0.13% | Add +5.8% | 4,688 | $3.2M |
| Clearview Wealth Management LLC | 2.07% | No change | 4,685 | $3.2M |
| KLCM Advisors, Inc. | 0.26% | Add +10.4% | 4,677 | $3.2M |
| Advance Capital Management, Inc. | 0.10% | Reduce -4.9% | 4,675 | $3.2M |
| SkyOak Wealth, LLC | 0.52% | Add +0.5% | 4,672 | $3.2M |
| Integrity Financial Corp | 1.53% | Add +4.6% | 4,671 | $3.2M |
| Tilia Fiduciary Partners, Inc. | 1.52% | Add +23.4% | 4,668 | $3.2M |
| Private Wealth Group, LLC | 1.24% | Add +24.1% | 4,664 | $3.2M |
| TCV Trust & Wealth Management, Inc. | 0.24% | Add +5.1% | 4,644 | $3.2M |
| Trueblood Wealth Management, LLC | 1.11% | Add +6.8% | 4,637 | $3.2M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Add +4.6% | 4,637 | $3.2M |
| Myecfo, LLC | 1.20% | Add +0.3% | 4,635 | $3.2M |
| Tumwater Wealth Management, LLC | 1.15% | Add +1.1% | 4,631 | $3.2M |
| Cyndeo Wealth Partners, LLC | 0.15% | Add +72.6% | 4,630 | $3.2M |
| S&T Bank | 0.95% | Add +93.4% | 8,055 | $3.2M |
| Grantvest Financial Group LLC | 1.84% | Add +0.9% | 4,625 | $3.2M |
| Tounjian Advisory Partners, LLC | 1.36% | Add +455.2% | 4,619 | $3.2M |
| Thompson Davis & Co., Inc. | 1.89% | Add +8.1% | 4,613 | $3.2M |
| Nova Wealth Management, Inc. | 1.74% | Reduce -0.6% | 4,595 | $3.2M |
| Portland Global Advisors LLC | 0.30% | Add +0.7% | 4,580 | $3.1M |
| Perkins Coie Trust Co | 0.52% | No change | 4,553 | $3.1M |
| WP Advisors, LLC | 0.76% | Add +7.5% | 4,545 | $3.1M |
| Brand Asset Management Group, Inc. | 0.69% | Add +68.1% | 4,533 | $3.1M |
| Exit Wealth Advisors, LLC. | 1.42% | Add +12.5% | 4,533 | $3.1M |
| Alesco Advisors, LLC, An ESL Co | 0.07% | Reduce -5.0% | 4,532 | $3.1M |
| Quent Capital, LLC | 0.19% | Add +0.2% | 4,521 | $3.1M |
| Pacific Park Financial, Inc. | 1.80% | Reduce -3.9% | 4,518 | $3.1M |
| Clarity Wealth Advisors, LLC | 0.54% | Add +3.2% | 4,491 | $3.1M |
| Harmony Asset Management LLC | 0.83% | Add +3.6% | 4,474 | $3.1M |
| Gross & Hartman Investments LLC | 1.36% | Add +0.1% | 4,467 | $3.1M |
| Hengehold Capital Management LLC | 0.24% | Reduce -1.3% | 4,466 | $3.1M |
| Core Wealth Partners LLC | 1.30% | Add +32.6% | 4,452 | $3.1M |
| Cherry Creek Investment Advisors, Inc. | 1.20% | Reduce -7.1% | 4,446 | $3.1M |
| Michels Family Financial, LLC | 1.95% | Add +0.3% | 4,432 | $3.0M |
| Capasso Planning Partners LLC | 1.52% | Reduce -0.7% | 4,429 | $3.0M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -33.0% | 4,428 | $3.0M |
| Pine Haven Investment Counsel, Inc | 2.04% | No change | 4,420 | $3.0M |
| Optimist Retirement Group LLC | 1.17% | Add +0.2% | 4,402 | $3.0M |
| Kieckhefer Group LLC | 1.22% | Add +2.3% | 4,370 | $3.0M |
| Panoramic Investment Advisors, LLC | 1.43% | Reduce -1.3% | 4,347 | $3.0M |
| Laurel Wealth Advisors LLC | 0.29% | Add +0.1% | 4,339 | $3.0M |
| Private Client Services, LLC | 0.78% | Reduce -3.2% | 4,338 | $3.0M |
| Urban Financial Advisory Corp | 0.82% | Add +22.9% | 4,336 | $3.0M |
| Princeton Global Asset Management LLC | 0.43% | Add +13.5% | 4,335 | $3.0M |
| Adamsbrown Wealth Consultants LLC | 0.56% | Reduce -0.2% | 4,305 | $3.0M |
| Tocqueville Asset Management L.P. | 0.04% | Add +6.1% | 4,289 | $2.9M |
| Basecamp Wealth Advisors LLC | 0.55% | Add +0.3% | 4,286 | $2.9M |
| Acorn Wealth Advisors, LLC | 0.72% | Add +36.0% | 4,280 | $2.9M |
| Moran Wealth Management, LLC | 0.08% | Add +200.9% | 4,279 | $2.9M |
| JB Capital LLC | 0.10% | Add +0.1% | 4,276 | $2.9M |
| FSM Wealth Advisors, LLC | 0.31% | Add +0.1% | 4,269 | $2.9M |
| Glaxis Capital Management, LLC | 5.88% | No change | 4,265 | $2.9M |
| Culbertson A N & Co. Inc. | 0.34% | Reduce -6.0% | 4,253 | $2.9M |
| Versant Capital Management, Inc | 0.26% | Add +91.5% | 4,252 | $2.9M |
| Diversified Portfolios, Inc. | 0.21% | Add +5.6% | 4,242 | $2.9M |
| Uniting Wealth Partners, LLC | 0.59% | Add +1.1% | 4,236 | $2.9M |
| Falcon Wealth Planning | 0.18% | Reduce -1.7% | 4,223 | $2.9M |
| InTrack Investment Management Inc | 1.44% | Reduce -12.0% | 4,217 | $2.9M |
| Cannon Financial Strategists, Inc. | 0.33% | Add +0.2% | 4,216 | $2.9M |
| Gibson Capital, LLC | 0.47% | Reduce -6.3% | 4,201 | $2.9M |
| Drive Wealth Management, LLC | 0.51% | Add +9.4% | 4,196 | $2.9M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.03% | Reduce -1.3% | 4,191 | $2.9M |
| Heritage Wealth Management, Inc. | 0.72% | New | 4,186 | $2.9M |
| Stonebridge Financial Planning Group, LLC | 0.92% | Reduce -2.4% | 4,184 | $2.9M |
| L & S Advisors Inc | 0.30% | Reduce -4.8% | 4,178 | $2.9M |
| Gallacher Capital Management LLC | 1.61% | Reduce -9.0% | 4,175 | $2.9M |
| Henson-Edgewater Management, LLC | 1.49% | Add +16.1% | 4,030 | $2.9M |
| Capital Advantage, Inc. | 0.35% | Add +0.1% | 4,165 | $2.9M |
| Seven Bridges Advisors LLC | 1.38% | — | 4,157 | $2.9M |
| Corundum Group, Inc. | 0.85% | Add +5.3% | 4,152 | $2.9M |
| Rebalance, LLC | 0.15% | Reduce -3.1% | 4,149 | $2.8M |
| Inscription Capital, LLC | 0.25% | Add +5.3% | 4,149 | $2.8M |
| Optima Capital LLC | 1.12% | Reduce -5.8% | 4,150 | $2.8M |
| Valtinson Bruner Financial Planning LLC | 0.71% | Add +0.4% | 4,141 | $2.8M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1.03% | Add +7.6% | 4,103 | $2.8M |
| Schear Investment Advisers, LLC | 0.94% | Reduce -2.5% | 4,087 | $2.8M |
| Collaborative Capital Advisors LLC | 1.77% | — | 4,078 | $2.8M |
| Mullaney, Keating & Wright, Inc. | 1.35% | Add +7.1% | 4,070 | $2.8M |
| Bell Investment Advisors, Inc | 0.41% | Reduce -0.1% | 4,062 | $2.8M |
| Evolution Wealth Management Inc. | 1.64% | Reduce -9.1% | 4,054 | $2.8M |
| Retirement Income Solutions, Inc. | 0.48% | No change | 4,652 | $2.8M |
| Two Sigma Investments, LP | 0.00% | Reduce -15.1% | 4,045 | $2.8M |
| R.H. Investment Group, LLC | 2.09% | Reduce -0.1% | 4,043 | $2.8M |
| DB&C Advisors, LLC | 3.00% | Add +4.6% | 4,038 | $2.8M |
| Baker Boyer National Bank | 0.76% | Add +6.0% | 4,032 | $2.8M |
| Third View Private Wealth, LLC | 0.34% | Add +71.0% | 4,028 | $2.8M |
| Odyssey Capital Advisors, Inc. | 1.98% | Add +6.0% | 4,026 | $2.8M |
| Solidarity Wealth, LLC | 0.48% | Add +189.6% | 4,022 | $2.8M |
| Zullo Investment Group, Inc. | 0.94% | Add +0.6% | 4,015 | $2.8M |
| Seal Cove Capital, LLC | 2.11% | Reduce -3.0% | 4,006 | $2.8M |
| Aviance Capital Partners, LLC | 0.29% | Reduce -4.7% | 4,005 | $2.8M |
| Aries Wealth Management | 0.54% | Add +7.3% | 3,978 | $2.7M |
| Bucket List Wealth Management, LLC | 1.35% | Add +0.3% | 3,975 | $2.7M |
| Linscomb Wealth, Inc. | 0.12% | Reduce -30.9% | 3,969 | $2.7M |
| Unique Wealth, LLC | 0.32% | Add +0.9% | 3,968 | $2.7M |
| Burton Enright Welch | 0.32% | Add +6.8% | 3,967 | $2.7M |
| Advisory Research Inc. | 0.27% | Reduce -0.1% | 3,942 | $2.7M |
| Morris Financial Concepts, Inc. | 0.83% | Add +1.7% | 3,940 | $2.7M |
| Compton Wealth Advisory Group, LLC | 0.55% | Add +1.7% | 3,939 | $2.7M |
| Alpha Capital Advisors Inc. | 2.33% | Add +2.3% | 3,931 | $2.7M |
| Baker Avenue Asset Management, LP | 0.05% | Add +7.4% | 3,924 | $2.7M |
| Second Line Capital, LLC | 0.50% | Add +15.9% | 3,921 | $2.7M |
| Bragg Financial Advisors, Inc | 0.07% | Add +2.9% | 3,903 | $2.7M |
| LJI Wealth Management, LLC | 0.38% | Reduce -6.3% | 3,903 | $2.7M |
| Leo H. Evart, Inc. | 2.11% | Add +3.7% | 3,897 | $2.7M |
| Stonebridge Financial Group, LLC | 0.20% | Add +1.2% | 3,895 | $2.7M |
| MidFirst Bank | 0.19% | No change | 3,889 | $2.7M |
| Compass Ion Advisors, LLC | 0.23% | Add +1.1% | 3,881 | $2.7M |
| Flatrock Wealth Partners LLC | 1.05% | Add +19.2% | 3,879 | $2.7M |
| Great Oak Capital Partners, LLC | 0.58% | Reduce -0.0% | 3,867 | $2.7M |
| Portside Wealth Group, LLC | 0.31% | Add +1.0% | 3,874 | $2.7M |
| Mascoma Wealth Management LLC | 0.49% | Reduce -2.5% | 3,872 | $2.7M |
| Boyce & Associates Wealth Consulting, Inc. | 1.84% | Add +20.9% | 3,872 | $2.7M |
| PTM Wealth Management, LLC | 1.20% | Add +0.7% | 3,913 | $2.7M |
| Tred Avon Family Wealth, LLC | 0.81% | Reduce -2.6% | 3,860 | $2.7M |
| SageGuard Financial Group, LLC | 0.37% | Reduce -14.8% | 3,852 | $2.6M |
| LFG Wealth Partners, LLC | 1.24% | Add +35.9% | 3,849 | $2.6M |
| Brady Martz Wealth Solutions, LLC | 0.40% | Add +10.1% | 3,848 | $2.6M |
| Integrity Advisory Solutions, LLC | 0.27% | Add +73.1% | 3,845 | $2.6M |
| Investment Advisory Services Inc. /TX | 0.76% | Add +10.5% | 3,843 | $2.6M |
| Kane Investment Management, Inc. | 1.12% | Add +9.8% | 3,840 | $2.6M |
| TBH Global Asset Management, LLC | 0.48% | Add +2.0% | 3,840 | $2.6M |
| JPL Wealth Management, LLC | 0.52% | Add +2.0% | 3,840 | $2.6M |
| Capital Advisors Wealth Management, LLC | 0.31% | Add +2.0% | 3,827 | $2.6M |
| Wealth Effects LLC | 0.71% | Reduce -4.2% | 3,819 | $2.6M |
| Shaker Financial Services, LLC | 0.82% | Add +87.9% | 3,808 | $2.6M |
| WealthShield Partners, LLC | 0.40% | Reduce -19.1% | 3,801 | $2.6M |
| Chesley Taft & Associates LLC | 0.10% | No change | 3,799 | $2.6M |
| Activest Wealth Management | 0.50% | Reduce -83.7% | 3,793 | $2.6M |
| Occidental Asset Management, LLC | 0.26% | Reduce -10.7% | 3,776 | $2.6M |
| Glen Eagle Advisors, LLC | 0.33% | Add +2.8% | 3,775 | $2.6M |
| Arrien Investments, Inc. | 1.31% | Reduce -5.1% | 3,773 | $2.6M |
| Wimmer Associates 1, LLC | 1.17% | Add +49.9% | 3,770 | $2.6M |
| Orrstown Financial Services Inc. | 0.38% | Add +0.1% | 3,766 | $2.6M |
| Cherrydale Wealth Management, LLC | 0.68% | Add +0.3% | 3,761 | $2.6M |
| CrossGen Wealth, LLC | 2.00% | Reduce -5.4% | 3,757 | $2.6M |
| Union Bancaire Privee, UBP SA | 0.03% | Add +2.0% | 3,825 | $2.6M |
| Anchor Capital Advisors LLC | 0.07% | Add +2.4% | 3,752 | $2.6M |
| CDM Financial Counseling Services, Inc. | 2.22% | Reduce -5.1% | 3,747 | $2.6M |
| TCP Asset Management, LLC | 0.29% | Add +2.9% | 3,744 | $2.6M |
| J Hagan Capital, Inc. | 1.19% | Add +3.8% | 3,741 | $2.6M |
| Horizon Family Wealth, Inc. | 1.17% | Add +28.7% | 3,741 | $2.6M |
| Lifeworks Advisors, LLC | 0.27% | Add +18.6% | 3,736 | $2.6M |
| Johnson Financial Group, Inc. | 0.08% | Reduce -3.9% | 3,733 | $2.6M |
| Provident Investment Management, Inc. | 0.25% | Add +19.5% | 3,731 | $2.6M |
| Warwick Investment Management, Inc. | 0.29% | Reduce -45.2% | 3,730 | $2.6M |
| Slagle Financial, LLC | 0.77% | Reduce -6.5% | 3,727 | $2.6M |
| Narus Financial Partners, LLC | 0.66% | Reduce -15.3% | 3,718 | $2.6M |
| Guyasuta Investment Advisors Inc. | 0.13% | Add +2.3% | 3,716 | $2.6M |
| SeaBridge Investment Advisors LLC | 0.37% | Reduce -16.6% | 3,693 | $2.5M |
| Trivium Point Advisory, LLC | 0.23% | Add +404.2% | 3,691 | $2.5M |
| Prudent Man Advisors, LLC | 0.58% | Add +153.1% | 3,688 | $2.5M |
| Alpha Financial Partners LLC | 1.33% | Reduce -3.0% | 3,687 | $2.5M |
| Harfst & Associates, Inc. | 0.39% | No change | 3,671 | $2.5M |
| Tamar Securities, LLC | 0.24% | Reduce -0.7% | 3,670 | $2.5M |
| MontVue Capital Management, Inc. | 1.45% | Add +6.2% | 3,666 | $2.5M |
| Enzi Wealth | 0.80% | Add +1.9% | 3,632 | $2.5M |
| Spinnaker Trust | 0.12% | Add +0.4% | 3,643 | $2.5M |
| Ascent Advisors, LLC | 2.89% | Add +140.3% | 3,650 | $2.5M |
| Meridian Wealth Partners, LLC | 0.30% | Add +2.1% | 3,640 | $2.5M |
| Coastal Bridge Advisors, LLC | 0.15% | Reduce -1.5% | 3,636 | $2.5M |
| Channel Wealth LLC | 0.56% | Reduce -13.9% | 3,636 | $2.5M |
| Zions Bancorporation, National Association | 0.15% | No change | 3,628 | $2.5M |
| 55 North Private Wealth, LLC | 0.49% | Reduce -38.2% | 3,623 | $2.5M |
| Castleview Partners, LLC | 1.09% | Add +1.5% | 3,622 | $2.5M |
| My Personal CFO, LLC | 0.97% | Reduce -58.0% | 3,619 | $2.5M |
| Heirloom Wealth Management | 0.36% | Reduce -13.3% | 3,613 | $2.5M |
| Strathmore Capital Advisors, Inc. | 0.67% | Add +2.1% | 3,606 | $2.5M |
| Madison Park Capital Advisors, LLC | 1.76% | Add +6.9% | 3,606 | $2.5M |
| Herbst Group, LLC | 1.35% | Add +14.1% | 3,605 | $2.5M |
| Schrum Private Wealth Management LLC | 2.54% | Reduce -39.3% | 4,640 | $2.5M |
| Amicus Financial Advisors, LLC | 0.61% | Reduce -0.9% | 3,594 | $2.5M |
| Fullerton Advisors, LLC | 2.31% | Add +0.3% | 3,594 | $2.5M |
| Alaethes Wealth, LLC | 0.72% | Reduce -2.1% | 3,591 | $2.5M |
| Ellis Investment Partners, LLC | 0.37% | Add +0.7% | 3,583 | $2.5M |
| Sims Investment Management, LLC | 0.76% | Add +0.8% | 3,578 | $2.5M |
| Whalen Wealth Management Inc. | 1.11% | Add +23.6% | 3,577 | $2.5M |
| Ibex Wealth Advisors | 0.19% | Reduce -1.2% | 3,561 | $2.4M |
| Montgomery Financial Services LLC | 2.11% | — | 3,539 | $2.4M |
| Toth Financial Advisory Corp. | 0.24% | Reduce -1.8% | 3,532 | $2.4M |
| First County Bank | 1.15% | Add +1.9% | 3,529 | $2.4M |
| Goepper Burkhardt LLC | 0.73% | Add +80.9% | 3,527 | $2.4M |
| 4WEALTH Advisors, Inc. | 1.86% | Add +5.9% | 3,551 | $2.4M |
| Heritage Investment Group, Inc. | 0.32% | Add +0.3% | 3,515 | $2.4M |
| Morey & Quinn Wealth Partners, LLC | 1.55% | Add +7.5% | 3,506 | $2.4M |
| Innovative Asset Advisors Group, LLC | 1.05% | Add +9.8% | 3,494 | $2.4M |
| Kesler, Norman & Wride, LLC | 0.38% | Add +5.8% | 3,490 | $2.4M |
| 17 Capital Partners, LLC | 1.08% | Add +5.3% | 3,483 | $2.4M |
| Cambient Family Office, LLC | 0.29% | Add +9.2% | 3,482 | $2.4M |
| Washburn Capital Management, Inc. | 1.18% | Reduce -12.7% | 3,479 | $2.4M |
| Hanson & Doremus Investment Management | 0.24% | Reduce -0.1% | 3,464 | $2.4M |
| Kiley Juergens Wealth Management, LLC | 0.37% | Add +6.6% | 3,464 | $2.4M |
| Cutler Capital Management, LLC | 0.75% | Add +9.0% | 3,462 | $2.4M |
| TLWM | 0.39% | Add +7.8% | 3,460 | $2.4M |
| Jackson Wealth Management, LLC | 1.40% | Reduce -94.7% | 3,452 | $2.4M |
| Phillip James Consulting Co. | 1.58% | New | 5,659 | $2.4M |
| Freedom Investment Management, Inc. | 0.66% | Reduce -2.1% | 3,440 | $2.4M |
| Mogy Joel R Investment Counsel Inc. | 0.14% | Add +5.1% | 3,440 | $2.4M |
| Patron Partners, LLC | 0.91% | Reduce -0.1% | 3,437 | $2.4M |
| Aspen Wealth Management LLC | 0.40% | Reduce -0.7% | 3,436 | $2.4M |
| Calydon Capital | 0.35% | Add +0.3% | 3,435 | $2.4M |
| Advocacy Wealth Management, LLC | 0.09% | Reduce -6.2% | 3,433 | $2.4M |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Reduce -78.1% | 3,422 | $2.4M |
| Bestgate Wealth Advisors, LLC | 3.74% | Add +14.5% | 3,420 | $2.3M |
| Geometric Wealth Advisors | 0.25% | Reduce -1.2% | 3,417 | $2.3M |
| Raab & Moskowitz Asset Management LLC | 0.47% | Reduce -0.2% | 3,416 | $2.3M |
| Fearless Solutions, LLC dba Best Invest | 1.24% | Reduce -9.0% | 3,409 | $2.3M |
| Clear Wave Wealth Management LLC | 0.52% | Reduce -5.5% | 3,403 | $2.3M |
| Infinity Wealth Counsel, LLC | 1.89% | No change | 3,400 | $2.3M |
| Gradient Investments LLC | 0.03% | Add +7.9% | 3,399 | $2.3M |
| Xcelsior Advisor Partners LLC | 0.31% | Add +421.4% | 3,394 | $2.3M |
| Strategic Wealth Advisors LLC | 1.99% | Reduce -13.4% | 3,714 | $2.3M |
| Strategies Wealth Advisors, LLC | 0.21% | Add +0.4% | 3,390 | $2.3M |
| Parcion Private Wealth LLC | 0.13% | Add +3.6% | 3,390 | $2.3M |
| Chemistry Wealth Management LLC | 0.37% | Add +13.8% | 3,381 | $2.3M |
| McCarter Private Wealth Services LLC | 0.80% | Reduce -2.4% | 3,373 | $2.3M |
| Leelyn Smith, LLC | 0.28% | No change | 3,373 | $2.3M |
| Peak Wealth Management LLC | 1.62% | Add +2.3% | 3,369 | $2.3M |
| Green Ridge Wealth Planning LLC | 0.97% | Reduce -0.4% | 3,360 | $2.3M |
| Lexington Hill Partners, LLC | 1.12% | Add +0.3% | 3,358 | $2.3M |
| Alterna Wealth Management, Inc. | 1.32% | No change | 3,357 | $2.3M |
| Resolute Wealth Strategies, LLC | 0.89% | Add +0.3% | 3,356 | $2.3M |
| Qube Research & Technologies Ltd | 0.00% | Add +47.0% | 3,355 | $2.3M |
| Peak Planning Group, LLC | 0.52% | Reduce -5.3% | 3,353 | $2.3M |
| Denver Wealth Management, Inc. | 0.66% | Reduce -26.7% | 3,338 | $2.3M |
| Invst, LLC | 0.22% | Add +4.8% | 3,328 | $2.3M |
| Frank, Rimerman Advisors LLC | 0.13% | No change | 3,313 | $2.3M |
| William Mack & Associates, Inc. | 0.80% | Add +32.8% | 3,310 | $2.3M |
| Chilton Capital Management LLC | 0.07% | Reduce -3.4% | 3,307 | $2.3M |
| Dash Acquisitions Inc. | 0.46% | Reduce -13.0% | 3,197 | $2.3M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.34% | Add +2.1% | 3,305 | $2.3M |
| Cornerstone Financial Group, LLC | 1.40% | Reduce -0.0% | 3,305 | $2.3M |
| Byrne Asset Management LLC | 1.24% | No change | 3,300 | $2.3M |
| Retirement Financial Solutions, LLC | 0.56% | Add +3.0% | 3,294 | $2.3M |
| Lee Financial Co | 0.29% | Add +2.5% | 3,292 | $2.3M |
| Indiana Trust & Investment Management Co | 0.62% | Add +0.3% | 3,291 | $2.3M |
| Kelman-Lazarov, Inc. | 0.30% | Add +16.1% | 3,288 | $2.3M |
| Elevate Capital Advisors, LLC | 1.25% | Add +221.9% | 3,287 | $2.3M |
| HFG Advisors, Inc. | 1.41% | Add +2.2% | 3,283 | $2.3M |
| Evolution Advisers, Inc. | 0.83% | Add +31.3% | 3,277 | $2.3M |
| DV Trading LLC | 0.19% | Add +19.1% | 3,275 | $2.2M |
| RiverFront Investment Group, LLC | 0.03% | Add +30.7% | 3,257 | $2.2M |
| Compass Planning Associates Inc | 1.21% | Add +39.1% | 3,257 | $2.2M |
| Crews Bank & Trust | 0.29% | Add +2.2% | 3,253 | $2.2M |
| IMG Wealth Management, Inc. | 1.24% | Reduce -6.2% | 3,253 | $2.2M |
| Edgemoor Investment Advisors, Inc. | 0.15% | Add +1.0% | 3,251 | $2.2M |
| Key Financial Inc | 0.37% | Add +0.9% | 3,250 | $2.2M |
| Sandro Wealth Management LLC | 1.61% | Add +14.9% | 3,248 | $2.2M |
| Berkeley, Inc | 0.70% | Reduce -1.4% | 3,246 | $2.2M |
| 1ST Source Bank | 0.10% | Reduce -1.3% | 3,245 | $2.2M |
| Fortress Financial Group, LLC | 1.11% | Reduce -2.0% | 3,244 | $2.2M |
| Aegis Wealth Management, Inc. | 1.44% | Reduce -13.1% | 3,240 | $2.2M |
| Wilkerson Advisory Group LLC | 0.68% | Add +0.3% | 3,230 | $2.2M |
| Granite FO LLC | 1.17% | Reduce -1.1% | 3,228 | $2.2M |
| Old Peak Finance LLC | 1.07% | No change | 3,225 | $2.2M |
| WealthTrak Capital Management LLC | 1.46% | Reduce -0.5% | 3,222 | $2.2M |
| Fortitude Advisory Group L.L.C. | 0.85% | Add +15.2% | 3,221 | $2.2M |
| Bearing Point Capital, LLC | 0.30% | Add +11.8% | 3,219 | $2.2M |
| Parr McKnight Wealth Management Group, LLC | 0.26% | Reduce -9.6% | 3,219 | $2.2M |
| Presper Financial Architects, LLC | 1.15% | Reduce -8.5% | 3,217 | $2.2M |
| Entrust Financial LLC | 1.43% | Add +0.2% | 3,215 | $2.2M |
| Paragon Private Wealth Management, LLC | 0.58% | No change | 3,214 | $2.2M |
| Professional Advisory Services Inc. | 0.24% | Add +9.7% | 3,213 | $2.2M |
| Grandfield & Dodd, LLC | 0.12% | No change | 3,211 | $2.2M |
| BFI Infinity Ltd. | 1.06% | Reduce -0.4% | 3,210 | $2.2M |
| HM Payson & Co. | 0.03% | Add +11.9% | 3,201 | $2.2M |
| HMS Capital Management, LLC | 0.82% | Add +14.8% | 3,197 | $2.2M |
| Schiavi & Co LLC | 0.58% | Add +5.2% | 3,192 | $2.2M |
| TFR Capital, LLC. | 0.62% | Reduce -1.8% | 3,185 | $2.2M |
| Sather Financial Group Inc | 0.13% | Add +1.8% | 3,183 | $2.2M |
| Vigilare Wealth Management | 0.67% | Add +22.8% | 3,181 | $2.2M |
| Northwest Wealth Management, LLC | 0.29% | Add +1.6% | 3,180 | $2.2M |
| Fiduciary Financial Group, LLC | 0.25% | Add +0.9% | 3,175 | $2.2M |
| Fiduciary Family Office, LLC | 0.54% | Reduce -0.3% | 3,168 | $2.2M |
| M. Kraus & Co | 0.58% | Add +603.8% | 3,167 | $2.2M |
| River Wealth Advisors LLC | 0.23% | Add +0.7% | 3,151 | $2.2M |
| Carter Financial, LLC | 1.62% | Add +27.1% | 3,150 | $2.2M |
| Markin Asset Management, LP | 1.85% | Reduce -4.2% | 3,146 | $2.2M |
| Talon Private Wealth, LLC | 0.25% | Add +33.5% | 3,145 | $2.2M |
| Nixon Peabody Trust Co. | 0.15% | Reduce -5.2% | 3,140 | $2.2M |
| Intellectus Partners, LLC | 0.37% | Add +2.0% | 3,134 | $2.2M |
| Align Financial, LLC | 1.07% | No change | 3,130 | $2.1M |
| Pacific Asset Management, LLC | 1.05% | Reduce -2.1% | 3,129 | $2.1M |
| Asset Advisors Investment Management, LLC | 0.20% | Reduce -1.8% | 3,129 | $2.1M |
| Levin Capital Strategies, L.P. | 0.14% | Add +12.2% | 3,120 | $2.1M |
| CVFG LLC | 0.22% | Reduce -3.9% | 3,109 | $2.1M |
| Iams Wealth Management, LLC | 0.64% | Add +0.6% | 3,101 | $2.1M |
| Meridian Investment Counsel Inc. | 0.46% | Reduce -4.0% | 3,097 | $2.1M |
| Jim Saulnier & Associates, LLC | 0.86% | Reduce -5.4% | 3,096 | $2.1M |
| Stonekeep Investments, LLC | 1.24% | No change | 3,091 | $2.1M |
| Covestor Ltd | 1.22% | Add +1971.8% | 3,087 | $2.1M |
| Focused Wealth Management, Inc | 0.19% | Add +1.9% | 3,086 | $2.1M |
| TFC Financial Management, Inc. | 0.23% | Reduce -1.9% | 3,083 | $2.1M |
| Aegis Wealth Management LLC | 0.99% | Reduce -0.0% | 3,070 | $2.1M |
| Equita Financial Network, Inc. | 0.58% | Add +0.3% | 3,061 | $2.1M |
| Trellis Wealth Advisors LLC | 0.72% | No change | 3,058 | $2.1M |
| Washington Trust Bank | 0.15% | Add +0.3% | 3,053 | $2.1M |
| MOKAN Wealth Management Inc. | 0.80% | Add +8.3% | 3,052 | $2.1M |
| Citizens National Bank Trust Department | 0.31% | No change | 3,040 | $2.1M |
| Blossom Wealth Management | 2.94% | No change | 3,039 | $2.1M |
| Pacific Center for Financial Services | 0.46% | Add +4.0% | 3,022 | $2.1M |
| Cottage Street Advisors LLC | 0.80% | Add +0.9% | 3,022 | $2.1M |
| Foguth Wealth Management, LLC. | 0.24% | Reduce -5.9% | 3,038 | $2.1M |
| Johnson Financial Group, LLC | 0.11% | Add +17.7% | 3,014 | $2.1M |
| Wealth Dimensions Group, Ltd. | 0.37% | Add +4.0% | 3,011 | $2.1M |
| Earned Wealth Advisors, LLC | 0.13% | Reduce -14.1% | 3,009 | $2.1M |
| Titiun Yejiel | 1.79% | No change | 3,000 | $2.1M |
| Hamilton Point Investment Advisors, LLC | 0.29% | Add +8.9% | 2,999 | $2.1M |
| Bensler, LLC | 0.18% | Reduce -10.5% | 2,992 | $2.1M |
| Retirement Solution LLC | 0.40% | Reduce -5.0% | 2,988 | $2.1M |
| Darrow Company, Inc. | 0.79% | No change | 3,003 | $2.0M |
| Curry Webb Wealth Management LLC | 0.85% | Reduce -2.4% | 2,977 | $2.0M |
| Bonfire Financial | 1.31% | Add +0.9% | 2,974 | $2.0M |
| Smith & Howard Wealth Management, LLC | 0.42% | No change | 2,973 | $2.0M |
| KRM Wealth Management L.L.C. | 0.90% | Add +1.2% | 2,972 | $2.0M |
| Optivise Advisory Services LLC | 1.04% | Add +4.7% | 2,971 | $2.0M |
| BetterWealth, LLC | 0.36% | Reduce -0.1% | 2,966 | $2.0M |
| Sunesis Advisors, LLC | 0.84% | Reduce -1.5% | 2,965 | $2.0M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.32% | Reduce -7.1% | 2,964 | $2.0M |
| Cornerstone Capital, Inc. | 0.18% | Add +0.0% | 2,961 | $2.0M |
| BG Investment Services, LLC | 1.46% | Add +10.6% | 2,950 | $2.0M |
| LifeGoal Investments, LLC | 0.93% | Reduce -0.1% | 2,944 | $2.0M |
| Advus Financial Partners, LLC | 0.46% | Add +2.3% | 2,940 | $2.0M |
| Valley Forge Investment Consultants Inc. Adv | 0.52% | Add +0.3% | 2,939 | $2.0M |
| Peterson Wealth Services | 0.44% | Add +1.2% | 2,937 | $2.0M |
| Pacific Capital Wealth Advisors, Inc. | 0.30% | Reduce -6.7% | 2,935 | $2.0M |
| Solstein Capital, LLC | 0.69% | Reduce -4.2% | 2,934 | $2.0M |
| Tradewinds Capital Management, LLC | 0.36% | Reduce -1.6% | 2,932 | $2.0M |
| Strategic Wealth Partners, Ltd. | 0.12% | Reduce -9.7% | 2,931 | $2.0M |
| Smith Salley Wealth Management | 0.09% | Add +1.4% | 2,930 | $2.0M |
| Ascent Wealth Partners, LLC | 0.20% | Reduce -0.5% | 2,929 | $2.0M |
| Highland Capital Management, LLC | 0.09% | Reduce -51.4% | 2,927 | $2.0M |
| Vilga Financial Planning LLC | 1.52% | Reduce -5.5% | 2,920 | $2.0M |
| WESCAP Management Group, Inc. | 0.37% | Add +0.0% | 2,920 | $2.0M |
| Martel Wealth Advisors LLC | 0.32% | Reduce -3.6% | 2,918 | $2.0M |
| Passive Capital Management, LLC. | 0.63% | Reduce -5.9% | 3,196 | $2.0M |
| Gallagher Fiduciary Advisors, LLC | 0.07% | Add +10.1% | 2,885 | $2.0M |
| S&A Financial Services, Inc. | 1.21% | Reduce -10.0% | 2,884 | $2.0M |
| BlackDiamond Wealth Management, LLC | 0.80% | Add +4.7% | 2,780 | $2.0M |
| New Republic Capital, LLC | 0.45% | Add +0.1% | 2,876 | $2.0M |
| Madrona Financial Services, LLC | 0.36% | Add +11.1% | 2,875 | $2.0M |
| Apriem Advisors | 0.17% | Reduce -1.6% | 2,872 | $2.0M |
| Millstone Evans Group, LLC | 1.06% | Reduce -0.5% | 2,865 | $2.0M |
| Foster Group, Inc. | 0.05% | Add +0.9% | 2,864 | $2.0M |
| Insight Inv LLC | 0.93% | Reduce -2.8% | 2,864 | $2.0M |
| Blue Zone Wealth Advisors, LLC | 0.34% | Add +7.1% | 2,835 | $1.9M |
| Vista Investment Partners LLC | 0.49% | Add +15.4% | 2,835 | $1.9M |
| Sharp Wealth Advisory, LLC | 0.90% | Add +30.6% | 2,835 | $1.9M |
| Asset Allocation Strategies LLC | 0.30% | Add +18.3% | 2,832 | $1.9M |
| Paladin Advisory Group, LLC | 1.29% | Add +0.8% | 2,832 | $1.9M |
| TIAA Wealth Investment Management LLC | 0.01% | Add +128.8% | 2,842 | $1.9M |
| Strategic Financial Concepts, LLC | 0.58% | Reduce -21.5% | 2,706 | $1.9M |
| Hassell Wealth Management, LLC | 0.59% | Add +0.7% | 2,824 | $1.9M |
| Members Wealth LLC | 1.06% | Reduce -1.6% | 2,807 | $1.9M |
| MADDEN SECURITIES Corp | 0.53% | Add +9.9% | 2,803 | $1.9M |
| Concord Wealth Partners | 0.22% | Add +0.6% | 2,801 | $1.9M |
| Cascade Financial Partners, LLC | 0.17% | Add +1.9% | 2,785 | $1.9M |
| Symphony Financial, Ltd. Co. | 0.21% | Add +42.4% | 2,793 | $1.9M |
| CX Institutional | 0.06% | Reduce -36.8% | 2,779 | $1.9M |
| Awm Capital, LLC | 0.15% | Add +0.8% | 2,778 | $1.9M |
| Virtus Wealth Solutions LLC | 0.26% | Reduce -30.2% | 2,774 | $1.9M |
| Camelot Technology Advisors, Inc. | 1.30% | Reduce -3.1% | 2,765 | $1.9M |
| Fayez Sarofim & Co | 0.00% | Reduce -3.9% | 2,765 | $1.9M |
| Old North State Wealth Management, LLC | 0.81% | Reduce -6.8% | 2,760 | $1.9M |
| Arkfeld Wealth Strategies, L.L.C. | 0.57% | Add +0.4% | 2,737 | $1.9M |
| HHM Wealth Advisors, LLC | 0.19% | Add +1.2% | 2,751 | $1.9M |
| Wingate Wealth Advisors, Inc. | 0.83% | Reduce -31.4% | 2,747 | $1.9M |
| Libra Wealth LLC | 0.48% | Reduce -9.0% | 2,742 | $1.9M |
| Riverview Trust Co | 2.24% | No change | 2,740 | $1.9M |
| City State Bank | 0.43% | Add +3.2% | 2,739 | $1.9M |
| Walker Asset Management, LLC | 0.94% | Add +7.1% | 2,720 | $1.9M |
| Oarsman Capital, Inc. | 0.20% | Reduce -10.9% | 2,716 | $1.9M |
| Sittner & Nelson, LLC | 0.59% | No change | 2,716 | $1.9M |
| Hershey Financial Advisers, LLC | 1.34% | Add +7.8% | 2,710 | $1.9M |
| Tenet Wealth Partners, LLC | 1.38% | — | 2,739 | $1.9M |
| White Knight Strategic Wealth Advisors, LLC | 1.30% | Add +359.3% | 2,705 | $1.9M |
| Teamwork Financial Advisors, LLC | 0.17% | Add +0.4% | 2,701 | $1.9M |
| Palumbo Wealth Management LLC | 0.39% | Add +54.5% | 2,700 | $1.9M |
| Round Rock Advisors LLC | 0.24% | Add +10.6% | 2,698 | $1.9M |
| Legacy Wealth Advisors, LLC | 0.80% | Reduce -22.3% | 2,697 | $1.9M |
| Norris Perne & French LLP | 0.08% | No change | 2,692 | $1.8M |
| Inspirion Wealth Advisors, LLC | 0.21% | Add +3.9% | 2,694 | $1.8M |
| Northstar Advisory Group, LLC | 0.57% | Add +0.1% | 2,685 | $1.8M |
| Alteri Wealth LLC | 0.51% | Add +6.5% | 2,679 | $1.8M |
| Strategic Financial Partners, Ltd. | 0.69% | Reduce -0.4% | 2,679 | $1.8M |
| Level Wealth Management LLC | 0.73% | Add +0.0% | 2,667 | $1.8M |
| Independence Financial Advisors, LLC | 0.47% | Add +0.3% | 2,663 | $1.8M |
| Krilogy Financial LLC | 0.05% | Add +10.7% | 2,652 | $1.8M |
| Coston, McIsaac & Partners | 0.36% | Add +17.6% | 2,640 | $1.8M |
| Birch Hill Investment Advisors LLC | 0.07% | Reduce -0.6% | 2,636 | $1.8M |
| Trifecta Capital Advisors, LLC | 0.23% | Add +5.4% | 2,631 | $1.8M |
| Klingenstein Fields & Co. LP | 0.06% | No change | 2,632 | $1.8M |
| Midwest Heritage Bank, FSB | 0.51% | Add +0.3% | 2,621 | $1.8M |
| Van Diest Capital, LLC | 1.61% | Add +33.5% | 2,620 | $1.8M |
| Vaquero Private Wealth, Ltd. | 0.37% | — | 2,619 | $1.8M |
| BHK Investment Advisors, LLC | 0.54% | No change | 2,617 | $1.8M |
| Wealth Alliance, LLC | 0.15% | Reduce -0.9% | 2,610 | $1.8M |
| Van Cleef Asset Management,Inc | 0.18% | Add +0.1% | 2,602 | $1.8M |
| Zevin Asset Management LLC | 0.25% | No change | 2,601 | $1.8M |
| Horizon Kinetics Asset Management LLC | 0.02% | Reduce -11.7% | 2,599 | $1.8M |
| Rezny Wealth Management, Inc. | 0.32% | Reduce -4.1% | 2,592 | $1.8M |
| LPWM LLC | 0.39% | Add +1.9% | 2,589 | $1.8M |
| Clear Point Advisors Inc. | 1.57% | New | 2,585 | $1.8M |
| M.E. Allison & Co., Inc. | 1.02% | Add +0.0% | 2,581 | $1.8M |
| King Wealth Management Group | 0.19% | Reduce -1.3% | 2,580 | $1.8M |
| Orcam Financial Group | 0.86% | Add +0.1% | 2,576 | $1.8M |
| Hill Investment Group Partners, LLC | 0.18% | Add +25.4% | 2,575 | $1.8M |
| Cranbrook Wealth Management, LLC | 0.33% | Add +16.1% | 2,572 | $1.8M |
| V2 Financial group LLC | 0.66% | Add +5.2% | 2,569 | $1.8M |
| Inman Jager Wealth Management, LLC | 0.94% | Add +1.2% | 2,566 | $1.8M |
| Morton Capital Management LLC | 0.24% | Reduce -5.8% | 2,564 | $1.8M |
| EagleClaw Capital Managment, LLC | 0.24% | Reduce -0.6% | 2,564 | $1.8M |
| Catalyst Private Wealth, LLC | 0.85% | Add +1.1% | 2,560 | $1.8M |
| KCM Investment Advisors LLC | 0.05% | Add +11.8% | 2,551 | $1.8M |
| SmartHarvest Portfolios, LLC | 0.56% | Add +14.4% | 2,534 | $1.7M |
| Financial Symmetry Inc | 0.58% | Reduce -2.8% | 2,526 | $1.7M |
| WealthBridge Capital Management, LLC | 0.34% | Add +6.4% | 2,524 | $1.7M |
| Keystone Financial Services, LLC | 1.04% | Add +3.7% | 2,515 | $1.7M |
| Synergy Asset Management, LLC | 0.16% | Add +7.7% | 2,513 | $1.7M |
| DecisionPoint Financial, LLC | 0.32% | Reduce -0.6% | 2,515 | $1.7M |
| Financial Security Advisor, Inc. | 0.28% | Add +2.7% | 2,508 | $1.7M |
| Aurora Private Wealth, Inc. | 1.09% | Reduce -4.8% | 2,506 | $1.7M |
| Taylor & Morgan Wealth Management, LLC | 0.85% | Add +102.0% | 2,505 | $1.7M |
| One Degree Advisors Inc | 0.38% | Add +292.3% | 2,507 | $1.7M |
| Summit Place Financial Advisors, LLC | 0.75% | Add +1.7% | 2,494 | $1.7M |
| F/m Investments LLC | 0.09% | Reduce -12.0% | 2,493 | $1.7M |
| Independent Advisor Alliance | 0.04% | Reduce -97.5% | 2,489 | $1.7M |
| Garden State Investment Advisory Services LLC | 0.33% | Add +2.4% | 2,485 | $1.7M |
| Cura Wealth Advisors, LLC | 0.73% | Add +9.3% | 2,486 | $1.7M |
| Benchmark Investment Advisors LLC | 0.75% | Add +0.3% | 2,475 | $1.7M |
| MV Capital Management, Inc. | 0.15% | Add +0.8% | 2,462 | $1.7M |
| Archer Investment Corp | 0.32% | Add +1.3% | 2,460 | $1.7M |
| Macco Financial Group, Inc. | 1.09% | Add +11.9% | 2,453 | $1.7M |
| Smith Thornton Advisors LLC | 0.74% | Reduce -3.5% | 2,443 | $1.7M |
| Tandem Investment Partners LLC | 1.29% | Add +28.8% | 2,437 | $1.7M |
| Daviman Financial, LLC | 0.92% | Add +0.2% | 2,435 | $1.7M |
| First Foundation Advisors | 0.06% | Add +0.3% | 2,432 | $1.7M |
| Thomasville National Bank | 0.09% | — | 2,431 | $1.7M |
| Manuka Financial, LLC | 0.87% | Add +0.1% | 2,430 | $1.7M |
| Triumph Capital Management | 0.30% | Reduce -0.8% | 2,414 | $1.7M |
| Snowwater Investment Partners, LLC | 1.15% | Reduce -26.1% | 2,413 | $1.7M |
| Sargent Investment Group, LLC | 0.20% | Add +0.3% | 2,409 | $1.7M |
| Main Street Group, LTD | 0.41% | Add +6.2% | 2,404 | $1.7M |
| Pathway Financial Advisors LLC | 0.19% | Add +46.1% | 2,410 | $1.7M |
| Creekside Partners | 0.60% | Add +9.9% | 2,401 | $1.6M |
| RPg Family Wealth Advisory, LLC | 0.27% | Reduce -11.3% | 2,397 | $1.6M |
| Ellevest, Inc. | 0.19% | Reduce -4.5% | 2,409 | $1.6M |
| Investors Research Corp | 0.29% | Add +206.6% | 2,388 | $1.6M |
| Kooman & Associates | 0.44% | Reduce -0.4% | 2,382 | $1.6M |
| Gaddis Premier Wealth Advisors LLC | 1.00% | Add +43.6% | 2,378 | $1.6M |
| Great Diamond Partners, LLC | 0.28% | Reduce -0.4% | 2,373 | $1.6M |
| Cullen Investment Group, LTD. | 0.20% | Add +1.9% | 2,373 | $1.6M |
| Sightline Wealth Advisors, LLC | 0.60% | Reduce -2.4% | 2,371 | $1.6M |
| Cross Staff Investments Inc | 0.92% | Add +2.2% | 2,370 | $1.6M |
| Bernardo Wealth Planning LLC | 0.28% | Add +4.5% | 2,368 | $1.6M |
| Brookwood Investment Group LLC | 0.19% | Add +3.0% | 2,368 | $1.6M |
| Cahill Financial Advisors Inc. | 0.16% | Reduce -3.1% | 2,366 | $1.6M |
| Clarity Retirement & Wealth, LLC | 1.12% | Reduce -6.5% | 2,360 | $1.6M |
| United Asset Strategies, Inc. | 0.11% | Add +135.5% | 2,353 | $1.6M |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.56% | Reduce -1.7% | 2,350 | $1.6M |
| Capital Square, LLC | 0.71% | Reduce -1.2% | 2,324 | $1.6M |
| Berkshire Asset Management LLC | 0.06% | Add +5.4% | 2,335 | $1.6M |
| OneAscent Wealth Management LLC | 0.48% | Reduce -4.9% | 2,332 | $1.6M |
| Three Seasons Wealth, LLC | 0.15% | New | 2,327 | $1.6M |
| GatePass Capital, LLC | 0.62% | Add +2.8% | 2,323 | $1.6M |
| Beck Mack & Oliver LLC | 0.03% | Add +0.1% | 2,322 | $1.6M |
| Olistico Wealth, LLC | 0.68% | Add +8681.2% | 180,629 | $1.6M |
| Resources Management Corp. /CT/ | 0.20% | No change | 2,314 | $1.6M |
| Bradley & Co. Private Wealth Management, LLC | 0.76% | No change | 2,313 | $1.6M |
| Capstone Wealth Management Group, Inc. | 0.95% | — | 2,306 | $1.6M |
| Wealthquest Corp | 0.10% | Reduce -2.9% | 2,305 | $1.6M |
| Heritage Wealth Management, Inc. | 0.79% | Add +0.1% | 2,301 | $1.6M |
| Mainstay Capital Management LLC | 0.12% | Add +1.4% | 2,296 | $1.6M |
| Fairman Group, LLC | 1.24% | Add +0.0% | 2,289 | $1.6M |
| Chapman Financial Group, LLC | 1.04% | Add +3.2% | 2,288 | $1.6M |
| Up Strategic Wealth Investment Advisors LLC | 0.93% | Add +0.2% | 2,217 | $1.6M |
| Accretive Wealth Partners, LLC | 0.38% | Add +6.8% | 2,279 | $1.6M |
| OLIO Financial Planning | 0.39% | Reduce -9.1% | 2,276 | $1.6M |
| Accelerate Investment Advisors LLC | 0.90% | Add +3.6% | 2,275 | $1.6M |
| Cape Cod Five Cents Savings Bank | 0.13% | — | 2,273 | $1.6M |
| Financial Partners Group, Inc | 0.16% | Add +24.4% | 2,270 | $1.6M |
| Maple Capital Management, Inc. | 0.09% | Add +2.0% | 2,268 | $1.6M |
| Lynx Investment Advisory | 0.51% | Add +38.8% | 2,257 | $1.6M |
| Serenity Investment Advisors | 0.66% | Add +58.4% | 2,200 | $1.5M |
| Matters Capital LLC | 1.08% | Add +15.4% | 2,253 | $1.5M |
| Cresta Advisors, Ltd. | 0.56% | Reduce -10.2% | 2,252 | $1.5M |
| Magnolia Private Wealth, LLC | 0.85% | Reduce -0.3% | 2,244 | $1.5M |
| Rockingstone Advisors LLC | 0.62% | No change | 2,244 | $1.5M |
| McGuire Investment Group, LLC | 0.13% | No change | 2,243 | $1.5M |
| Jupiter Wealth Management LLC | 0.62% | No change | 2,241 | $1.5M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.33% | Reduce -1.0% | 2,238 | $1.5M |
| Stenger Family Office, LLC | 0.24% | Add +3.4% | 2,237 | $1.5M |
| PKS Advisory Services, LLC | 0.24% | Reduce -42.6% | 2,215 | $1.5M |
| Sterling Investment Counsel, LLC | 0.36% | Reduce -7.9% | 2,215 | $1.5M |
| Doliver Advisors, LP | 0.34% | Add +7.0% | 2,213 | $1.5M |
| City National Bank of Florida | 0.64% | Add +12.6% | 2,213 | $1.5M |
| Chapin Davis, Inc. | 0.27% | Add +0.1% | 2,212 | $1.5M |
| Penney Financial, LLC | 0.53% | Add +2.3% | 2,211 | $1.5M |
| Petredis Investment Advisors LLC | 0.10% | No change | 2,208 | $1.5M |
| Meridian Management Co. | 0.34% | No change | 2,207 | $1.5M |
| Continuum Wealth Advisors, LLC | 0.51% | Reduce -3.3% | 2,206 | $1.5M |
| Valley Wealth Managers, Inc. | 0.09% | Add +2.4% | 2,199 | $1.5M |
| Hopwood Nicholas Hunter | 0.41% | Add +0.1% | 2,191 | $1.5M |
| Peterson Wealth Advisors, LLC | 0.18% | Reduce -0.7% | 2,190 | $1.5M |
| Partners Wealth Management, LLC | 1.47% | No change | 2,189 | $1.5M |
| Mystic Asset Management, Inc. | 0.32% | Reduce -1.1% | 2,182 | $1.5M |
| Goelzer Investment Management, Inc. | 0.07% | Add +1.7% | 2,174 | $1.5M |
| Tableaux LLC | 0.63% | Add +3.2% | 2,171 | $1.5M |
| Alkeme Wealth, LLC | 0.57% | No change | 2,168 | $1.5M |
| Spectrum Wealth Advisory Group, LLC | 0.42% | Add +1.6% | 2,167 | $1.5M |
| Revisor Wealth Management LLC | 0.36% | Add +4.5% | 2,165 | $1.5M |
| Marshall Investment Management, LLC | 0.62% | Reduce -9.6% | 2,158 | $1.5M |
| Breachway Investments LLC | 2.23% | Reduce -0.6% | 2,158 | $1.5M |
| Aspen Investment Management Inc | 0.40% | Add +1.2% | 2,157 | $1.5M |
| GW&K Investment Management, LLC | 0.01% | Add +9.3% | 2,154 | $1.5M |
| Bluebird Wealth Management LLC | 1.28% | Add +15.7% | 2,155 | $1.5M |
| Colonial Trust Advisors | 0.10% | Add +2.1% | 2,154 | $1.5M |
| Columbia Bank | 0.33% | Add +345.3% | 2,151 | $1.5M |
| Heartwood Wealth Advisors LLC | 0.11% | Add +93.3% | 2,150 | $1.5M |
| Brandywine Trust Co. | 0.24% | New | 2,149 | $1.5M |
| Dearborn Partners LLC | 0.08% | Add +3.3% | 2,143 | $1.5M |
| Stage Harbor Financial, LLC | 0.85% | Reduce -1.7% | 2,142 | $1.5M |
| Farmers National Bank | 0.31% | Reduce -0.1% | 2,139 | $1.5M |
| Global Wealth Management Investment Advisory, Inc. | 0.21% | Reduce -11.9% | 2,134 | $1.5M |
| Princeton Capital Management LLC | 0.33% | Reduce -13.6% | 2,131 | $1.5M |
| Melone Private Wealth, LLC | 0.56% | Add +0.3% | 2,129 | $1.5M |
| NTV Asset Management LLC | 0.14% | No change | 2,128 | $1.5M |
| Gill Capital Partners, LLC | 0.39% | Reduce -10.3% | 2,128 | $1.5M |
| Beese Fulmer Investment Management, Inc. | 0.08% | Add +2.6% | 2,124 | $1.5M |
| Citrine Capital LLC | 0.54% | Add +2.0% | 2,120 | $1.5M |
| Jessup Wealth Management, Inc | 0.43% | Add +0.9% | 2,119 | $1.5M |
| Fingerlakes Wealth Management, Inc. | 0.78% | Add +0.3% | 2,119 | $1.5M |
| Forthright Family Wealth Advisory LLC | 0.82% | Reduce -61.0% | 2,111 | $1.5M |
| Integrated Capital Management, LLC | 0.52% | Reduce -3.6% | 2,108 | $1.4M |
| Clear Street Group Inc. | 0.00% | New | 2,108 | $1.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | New | 2,108 | $1.4M |
| Clearwave Capital, LLC | 0.80% | Reduce -29.6% | 2,107 | $1.4M |
| TKG Advisors, LLC | 0.50% | Add +0.3% | 2,106 | $1.4M |
| Williams & Novak, LLC | 0.96% | Add +19.8% | 2,098 | $1.4M |
| Platt Wealth Management LLC | 1.16% | Add +7.1% | 2,095 | $1.4M |
| MSA Advisors, LLC | 0.37% | No change | 2,093 | $1.4M |
| Wilkins Miller Wealth Management, LLC | 0.79% | Add +34.1% | 2,082 | $1.4M |
| Checchi Capital Advisers, LLC | 0.09% | Add +15.7% | 2,081 | $1.4M |
| Stephenson & Company, Inc. | 0.67% | Add +398.8% | 2,080 | $1.4M |
| Obsidian Cio, LLC | 1.06% | Reduce -36.5% | 2,075 | $1.4M |
| Atlantic Edge Private Wealth Management, LLC | 0.29% | Add +121.5% | 2,075 | $1.4M |
| Oakwell Private Wealth Management, LLC | 0.24% | Add +1.5% | 2,074 | $1.4M |
| Mustard Seed Financial, LLC | 0.74% | Add +1.9% | 2,071 | $1.4M |
| Dagco, Inc. | 0.26% | Add +3.0% | 2,068 | $1.4M |
| Osprey Private Wealth LLC | 0.37% | No change | 2,066 | $1.4M |
| Wealth Management Associates, Inc. | 0.39% | Add +7.8% | 2,062 | $1.4M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.27% | Add +26.3% | 2,060 | $1.4M |
| First Growth Capital LLC | 1.07% | Add +6.7% | 2,059 | $1.4M |
| Great Lakes Retirement, Inc. | 0.13% | Add +2.3% | 2,059 | $1.4M |
| LMG Wealth Partners, LLC | 0.23% | Add +2.3% | 2,053 | $1.4M |
| Crown Wealth Group, LLC | 0.36% | Add +10.0% | 2,052 | $1.4M |
| Blue Chip Partners, LLC | 0.09% | Add +1.1% | 2,050 | $1.4M |
| Stockman Wealth Management, Inc. | 0.15% | Reduce -15.1% | 2,050 | $1.4M |
| Private Wealth Partners, LLC | 0.10% | Reduce -19.6% | 2,048 | $1.4M |
| Carson Advisory Inc. | 0.64% | Add +35.8% | 2,043 | $1.4M |
| ORBA Wealth Advisors, L.L.C. | 1.20% | Add +25.6% | 2,037 | $1.4M |
| First Financial Bank - Trust Division | 0.10% | No change | 2,034 | $1.4M |
| Sun Group Wealth Partners | 0.95% | Add +429.2% | 2,032 | $1.4M |
| Holos Integrated Wealth LLC | 0.65% | No change | 2,032 | $1.4M |
| IAG Wealth Partners, LLC | 0.14% | Reduce -3.2% | 2,028 | $1.4M |
| Concord Asset Management, LLC | 0.21% | No change | 2,020 | $1.4M |
| FFG Partners, LLC | 0.40% | Add +1.1% | 2,017 | $1.4M |
| Dakota Community Bank & Trust NA | 4.30% | No change | 2,017 | $1.4M |
| Sfam, LLC | 1.13% | Add +47.0% | 2,017 | $1.4M |
| Duncker Streett & Co. Inc. | 0.23% | Add +3.7% | 1,999 | $1.4M |
| Hopwood Financial Services, Inc. | 0.79% | Add +38.7% | 1,995 | $1.4M |
| Bellwether Advisors, LLC | 0.20% | Add +202.1% | 1,994 | $1.4M |
| Park Place Capital Corp | 0.22% | Add +0.3% | 1,994 | $1.4M |
| Meridian Financial Advisors, LLC | 0.66% | Add +1.7% | 1,994 | $1.4M |
| VERITY Wealth Advisors | 0.82% | No change | 1,985 | $1.4M |
| Allred Capital Management, LLC | 0.45% | Add +1.3% | 1,984 | $1.4M |
| Keeler & Nadler Financial Planning & Wealth Management | 0.39% | Add +6.8% | 1,983 | $1.4M |
| Fortune Financial Advisors, LLC | 0.58% | Add +1.0% | 1,981 | $1.4M |
| B&D White Capital Company, LLC | 0.14% | Reduce -1.7% | 1,978 | $1.4M |
| Hardworking Capital Advisors, LLC | 1.11% | Add +2.7% | 1,974 | $1.4M |
| 3 Factor Indexing, LLC | 1.15% | No change | 1,973 | $1.4M |
| Chesapeake Wealth Management | 0.38% | Add +23.1% | 1,972 | $1.4M |
| Sensible Money, LLC | 0.36% | Add +0.9% | 1,971 | $1.4M |
| Cacti Asset Management LLC | 0.07% | No change | 1,970 | $1.4M |
| Stokes Capital Advisors, LLC | 0.29% | Add +46.1% | 1,949 | $1.3M |
| Westwood Holdings Group Inc. | 0.01% | Reduce -0.8% | 1,948 | $1.3M |
| Eagle Bay Advisors LLC | 1.00% | Reduce -38.1% | 1,945 | $1.3M |
| Burns J W & Co. Inc. | 0.14% | Reduce -0.2% | 1,944 | $1.3M |
| Murphy & Mullick Capital Management Corp | 0.83% | Add +45.5% | 1,944 | $1.3M |
| Motive Wealth Advisors | 0.55% | No change | 1,944 | $1.3M |
| IMPACTfolio, LLC | 0.50% | Add +7.9% | 1,943 | $1.3M |
| Sjbenen Advisory, LLC | 0.79% | Add +2.1% | 1,940 | $1.3M |
| Beacon Financial Planning, Inc. | 0.45% | Reduce -2.0% | 1,938 | $1.3M |
| Winning Points Advisors, LLC | 1.75% | No change | 1,933 | $1.3M |
| Avenir Corp. | 0.16% | No change | 1,930 | $1.3M |
| Osbon Capital Management LLC | 1.04% | No change | 1,928 | $1.3M |
| Twin Tree Management, LP | 0.21% | New | 1,927 | $1.3M |
| Carter Financial Group, INC. | 0.68% | Reduce -0.4% | 1,920 | $1.3M |
| Ameliora Wealth Management Ltd. | 0.39% | No change | 1,920 | $1.3M |
| Dudley Capital Management, LLC | 0.53% | Add +2.9% | 1,915 | $1.3M |
| Spinnaker Investment Group, LLC | 0.21% | Add +95.5% | 1,912 | $1.3M |
| Virtue Asset Management LLC | 0.94% | Reduce -4.7% | 1,912 | $1.3M |
| RiverGlades Family Offices LLC | 0.60% | New | 1,909 | $1.3M |
| Kanawha Capital Management LLC | 0.09% | Reduce -0.3% | 1,909 | $1.3M |
| Jackson Thornton Wealth Management, LLC | 0.10% | Add +315.5% | 1,907 | $1.3M |
| CapWealth Advisors, LLC | 0.11% | Reduce -3.9% | 1,907 | $1.3M |
| Caitlin John, LLC | 0.72% | Add +12.3% | 1,906 | $1.3M |
| Berkeley Capital Partners, LLC | 0.27% | Add +7.9% | 1,902 | $1.3M |
| Atticus Wealth Management, LLC | 0.31% | Add +4.0% | 1,902 | $1.3M |
| Wulff, Hansen & Co. | 1.00% | Reduce -3.7% | 1,898 | $1.3M |
| Daniel Investment Group, Inc. | 0.77% | — | 1,894 | $1.3M |
| Allium Financial Advisors, LLC | 0.85% | Add +0.2% | 1,891 | $1.3M |
| Wealth Management Nebraska | 0.12% | Reduce -0.5% | 1,888 | $1.3M |
| Howard Financial Services, LTD. | 0.13% | Add +99.4% | 1,882 | $1.3M |
| Benchmark Financial, LLC | 1.05% | Reduce -1.4% | 1,881 | $1.3M |
| Security National Bank of Sioux City Iowa | 0.53% | Add +38.1% | 1,878 | $1.3M |
| Towercrest Capital Management | 0.18% | Add +1.7% | 1,876 | $1.3M |
| RAM Investment Partners, LLC | 0.21% | Add +0.2% | 1,869 | $1.3M |
| Unique Wealth Strategies, LLC | 0.47% | Add +12.5% | 1,867 | $1.3M |
| Spectrum Planning & Advisory Services Inc. | 0.57% | Add +48.8% | 1,857 | $1.3M |
| Financial Counselors Inc. | 1.75% | Add +0.1% | 1,856 | $1.3M |
| Grey Fox Wealth Advisors, LLC | 0.20% | Add +0.2% | 1,845 | $1.3M |
| Retirement Planning Co of New England, Inc. | 0.46% | Reduce -0.2% | 1,844 | $1.3M |
| Beacon Financial Advisory LLC | 0.25% | Reduce -5.1% | 1,841 | $1.3M |
| DSG Capital Advisors, LLC | 0.18% | Add +9.1% | 1,827 | $1.3M |
| Stonebrook Private Inc. | 0.23% | Add +20.3% | 1,838 | $1.3M |
| DHJJ Financial Advisors, Ltd. | 0.36% | Add +6.4% | 1,837 | $1.3M |
| Grey Ledge Advisors, LLC | 0.25% | Reduce -0.6% | 1,837 | $1.3M |
| Bank of Hawaii | 0.06% | No change | 1,836 | $1.3M |
| Coquina Private Wealth LLC | 0.86% | Add +0.8% | 1,836 | $1.3M |
| Knightsbridge Asset Management, LLC | 0.17% | Add +0.2% | 1,835 | $1.3M |
| Impact Partnership Wealth, LLC | 0.12% | Reduce -0.8% | 1,826 | $1.3M |
| Buck Wealth Strategies, LLC | 0.13% | Add +374.0% | 1,825 | $1.3M |
| Plotkin Financial Advisors, LLC | 0.52% | Add +1.1% | 1,822 | $1.3M |
| OceanIQ Capital, LLC | 0.76% | — | 1,764 | $1.2M |
| Capstone Wealth Management Group, LLC | 0.44% | Add +0.1% | 1,817 | $1.2M |
| TruNorth Capital Management, LLC | 0.20% | Reduce -0.8% | 1,816 | $1.2M |
| Blackhawk Capital Partners, LLC | 0.41% | Add +19.6% | 1,816 | $1.2M |
| Coastwise Capital Group, LLC | 0.72% | Add +8.6% | 1,815 | $1.2M |
| Eagle Wealth Advisors LLC | 0.95% | Reduce -0.5% | 1,814 | $1.2M |
| Fielder Capital Group LLC | 0.27% | No change | 1,814 | $1.2M |
| Matauro, LLC | 0.16% | Add +1.3% | 1,810 | $1.2M |
| Cornerstone Planning, LLC | 0.29% | Add +0.1% | 1,805 | $1.2M |
| Rinkey Investments | 0.29% | Add +0.6% | 1,803 | $1.2M |
| Shaker Investments LLC | 0.44% | Add +6.6% | 1,802 | $1.2M |
| Wellington-Altus USA Inc. | 0.88% | Reduce -30.7% | 2,071 | $1.2M |
| Churchill Financial Advisors, LLC | 0.24% | Add +9.8% | 1,800 | $1.2M |
| Beacon Wealthcare LLC | 0.40% | No change | 1,799 | $1.2M |
| Jackson Square Capital, LLC | 0.17% | Add +1.6% | 1,798 | $1.2M |
| Brickley Wealth Management | 0.18% | New | 1,793 | $1.2M |
| American National Bank & Trust | 0.11% | Add +288.9% | 1,793 | $1.2M |
| Juncture Wealth Strategies, LLC | 0.32% | Reduce -10.8% | 1,792 | $1.2M |
| Howe & Rusling Inc. | 0.07% | Reduce -4.6% | 1,790 | $1.2M |
| Holderness Investments Co. | 0.20% | Add +17.5% | 1,789 | $1.2M |
| Regatta Capital Group, LLC | 0.17% | Reduce -2.0% | 1,787 | $1.2M |
| Smart Money Group LLC | 0.31% | Reduce -45.8% | 1,782 | $1.2M |
| CPC Advisors, LLC | 0.17% | Reduce -2.3% | 1,782 | $1.2M |
| Family Manage LLC | 0.13% | Reduce -2.6% | 1,780 | $1.2M |
| Midwest Capital Advisors, LLC | 0.50% | Add +4.7% | 1,776 | $1.2M |
| Jamison Private Wealth Management, Inc. | 0.13% | Add +0.2% | 1,775 | $1.2M |
| Dimension Capital Management LLC | 0.14% | Reduce -9.3% | 1,773 | $1.2M |
| Summit Asset Management, LLC | 0.16% | Add +2.9% | 1,772 | $1.2M |
| Pavion Blue Capital, LLC | 0.49% | No change | 1,771 | $1.2M |
| Investmark Advisory Group LLC | 0.46% | Add +33.1% | 1,771 | $1.2M |
| Compass Financial Services Inc | 0.45% | Add +0.2% | 1,770 | $1.2M |
| Gryphon Financial Partners LLC | 0.11% | Add +0.3% | 1,770 | $1.2M |
| Evolve Private Wealth, LLC | 0.07% | Reduce -79.3% | 1,769 | $1.2M |
| Financial Futures Ltd Liability Co. | 0.46% | Reduce -3.1% | 1,763 | $1.2M |
| Financial Management Network Inc. | 0.17% | Add +5.4% | 1,772 | $1.2M |
| Power Wealth Management LLC | 0.42% | Reduce -0.3% | 1,758 | $1.2M |
| Fi3 FINANCIAL ADVISORS, LLC | 0.29% | Add +73.0% | 12,516 | $1.2M |
| Voya Investment Management LLC | 0.00% | Reduce -19.6% | 1,755 | $1.2M |
| Woodley Farra Manion Portfolio Management Inc. | 0.06% | Reduce -0.8% | 1,755 | $1.2M |
| PW Nova Financial Services LLC | 0.26% | Reduce -13.9% | 1,752 | $1.2M |
| Midwest Financial Group LLC | 0.42% | Add +32.8% | 1,752 | $1.2M |
| Gilpin Wealth Management, LLC | 0.83% | Add +2205.3% | 1,752 | $1.2M |
| Sage Investment Counsel LLC | 1.21% | Add +0.3% | 1,752 | $1.2M |
| Lynch Investment Planning, LLC | 0.92% | Add +0.1% | 1,751 | $1.2M |
| Accredited Investor Services, LLC | 0.68% | No change | 1,751 | $1.2M |
| Icon Wealth Advisors, LLC | 0.07% | Add +2.4% | 1,748 | $1.2M |
| One Wealth Advisors, LLC | 0.13% | Add +0.3% | 1,741 | $1.2M |
| Griffin Asset Management, Inc. | 0.13% | Add +24.2% | 1,739 | $1.2M |
| Total Clarity Wealth Management, Inc. | 0.23% | Reduce -0.5% | 1,737 | $1.2M |
| Milestone Asset Management, LLC | 0.19% | Reduce -64.2% | 1,736 | $1.2M |
| Convergence Financial, LLC | 0.09% | Reduce -4.0% | 1,732 | $1.2M |
| SFG Wealth Management, LLC. | 0.43% | Reduce -11.1% | 1,729 | $1.2M |
| Silicon Valley Capital Partners | 0.10% | Add +7.1% | 1,728 | $1.2M |
| Guardsman Private Capital Management, Inc. | 0.83% | No change | 1,728 | $1.2M |
| Summit Wealth Group LLC / Co. | 0.10% | Reduce -14.4% | 1,724 | $1.2M |
| Barrett & Company, Inc. | 0.33% | Reduce -0.9% | 1,723 | $1.2M |
| Fjell Capital, LLC | 0.80% | Reduce -19.6% | 1,718 | $1.2M |
| Smithbridge Asset Management Inc. | 0.16% | Reduce -22.2% | 1,717 | $1.2M |
| Graves Light Lenhart Wealth, Inc. | 0.11% | Add +0.9% | 1,712 | $1.2M |
| Larch Capital Partners LLC | 0.17% | Add +6.0% | 1,711 | $1.2M |
| Lam Group, Inc. | 0.58% | Add +15.9% | 1,710 | $1.2M |
| Eagle Capital Management LLC | 0.00% | Add +124.2% | 1,708 | $1.2M |
| Penn Davis McFarland Inc. | 0.10% | Add +45.9% | 1,704 | $1.2M |
| Costello Asset Management, INC | 0.35% | Reduce -2.6% | 1,701 | $1.2M |
| Peoples Financial Services Corp. | 0.50% | Reduce -4.4% | 1,700 | $1.2M |
| Empirical Finance, LLC | 0.05% | Add +0.3% | 1,698 | $1.2M |
| SlateStone Wealth, LLC | 0.09% | Add +34.2% | 1,698 | $1.2M |
| Retirement Planning Group, LLC / NY | 0.63% | Add +9.2% | 1,694 | $1.2M |
| One Charles Private Wealth Services, LLC | 0.27% | Add +5.1% | 1,693 | $1.2M |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.10% | Reduce -5.0% | 1,691 | $1.2M |
| Parkway Wealth Management Group, LLC | 0.13% | Reduce -0.9% | 1,687 | $1.2M |
| SageOak Financial, LLC | 0.76% | No change | 1,684 | $1.2M |
| Nemes Rush Group LLC | 0.10% | Add +4.1% | 1,684 | $1.2M |
| Planning Directions Inc. | 0.54% | Reduce -27.8% | 1,683 | $1.2M |
| Congress Asset Management Co. | 0.01% | Reduce -11.2% | 1,682 | $1.2M |
| Manske Wealth Management | 0.29% | Reduce -1.4% | 1,680 | $1.2M |
| Kennedy Investment Group, Inc. | 0.39% | Reduce -5.7% | 1,678 | $1.2M |
| Alliance Wealth Management Group | 0.22% | Add +1.9% | 1,676 | $1.2M |
| FreeGulliver LLC | 0.41% | Add +0.2% | 1,674 | $1.1M |
| Beacon Financial Group | 0.10% | Add +7.1% | 1,673 | $1.1M |
| Cahaba Wealth Management, Inc. | 0.07% | Add +11.3% | 1,673 | $1.1M |
| Endeavor Private Wealth, Inc. | 0.28% | Add +26.1% | 1,672 | $1.1M |
| GDS Wealth Management | 0.05% | Add +7.0% | 1,670 | $1.1M |
| Studio Investment Management LLC | 0.19% | Add +24.6% | 1,667 | $1.1M |
| Tull Financial Group, Inc. | 0.45% | Add +4.0% | 1,666 | $1.1M |
| marrick wealth, LLC | 0.81% | No change | 1,664 | $1.1M |
| Brogan Financial, Inc. | 0.46% | Add +1.4% | 1,662 | $1.1M |
| FC Advisory LLC | 0.30% | Reduce -0.1% | 1,661 | $1.1M |
| BWM Planning, LLC | 0.26% | No change | 1,660 | $1.1M |
| Tidemark, LLC | 0.26% | Add +11.1% | 1,659 | $1.1M |
| CLG LLC | 0.25% | Reduce -1.9% | 1,657 | $1.1M |
| TCFG Investment Advisors, LLC | 0.39% | Add +0.1% | 1,657 | $1.1M |
| Wealth Management Strategies, Inc. | 0.44% | Add +0.3% | 1,657 | $1.1M |
| Financial Freedom, LLC | 0.52% | Add +0.1% | 1,654 | $1.1M |
| Cadent Capital Advisors, LLC | 0.24% | Add +9.1% | 1,652 | $1.1M |
| Paragon Financial Partners, Inc. | 0.61% | Reduce -0.4% | 1,626 | $1.1M |
| Winnacle Wealth LLC | 0.77% | Add +79.6% | 1,647 | $1.1M |
| Whitegate Investment Counselors, Inc. | 0.32% | Add +3.5% | 1,647 | $1.1M |
| Legacy Wealth Management, LLC / MS | 0.29% | No change | 1,641 | $1.1M |
| Smallwood Wealth Investment Management, LLC | 0.49% | Reduce -1.6% | 1,640 | $1.1M |
| CGN Advisors LLC | 0.08% | Reduce -13.2% | 1,638 | $1.1M |
| Meadow Creek Wealth Advisors LLC | 0.69% | Add +129.7% | 1,638 | $1.1M |
| Northern Capital Management, Inc. | 0.48% | Add +0.4% | 1,634 | $1.1M |
| Forum Private Client Group LLC | 0.33% | Add +12.6% | 1,631 | $1.1M |
| Ranch Capital Advisors Inc. | 0.35% | Add +10.0% | 1,626 | $1.1M |
| Addison Capital Co | 0.18% | Add +29.6% | 1,625 | $1.1M |
| ATLas Financial Planning LLC | 0.90% | No change | 1,625 | $1.1M |
| First Nebraska Trust Co | 0.09% | No change | 1,624 | $1.1M |
| Worth Asset Management, LLC | 0.36% | Add +8.7% | 1,617 | $1.1M |
| GK Wealth Management LLC | 0.67% | New | 1,616 | $1.1M |
| Twin City Private Wealth, LLC | 0.78% | Add +0.6% | 1,615 | $1.1M |
| Financial Insights, Inc. | 0.30% | Add +0.2% | 1,615 | $1.1M |
| Gainline Financial Partners, LLC | 1.03% | — | 1,607 | $1.1M |
| Carrera Capital Advisors | 0.16% | Reduce -0.6% | 1,605 | $1.1M |
| Noesis Capital Mangement Corp. | 0.13% | Add +15.3% | 1,603 | $1.1M |
| Generations Wealth, LLC | 1.04% | No change | 1,602 | $1.1M |
| ABLE Financial Group, LLC | 0.18% | Add +15.5% | 1,596 | $1.1M |
| Impact Capital Partners LLC | 0.30% | Reduce -38.9% | 1,595 | $1.1M |
| SwitchPoint Financial Planning, LLC | 0.63% | Reduce -2.7% | 1,595 | $1.1M |
| Perennial Advisors, LLC | 0.17% | Add +27.8% | 1,594 | $1.1M |
| Dupree Financial Group, LLC | 0.41% | Add +1.0% | 1,592 | $1.1M |
| Archer Investment Management, LLC | 0.37% | Add +365.2% | 1,591 | $1.1M |
| Cooper Financial Group | 0.09% | Add +7.0% | 1,590 | $1.1M |
| Stanich Group LLC | 0.69% | Reduce -2.0% | 1,588 | $1.1M |
| Hoge Financial Services, LLC | 0.52% | Add +0.3% | 1,588 | $1.1M |
| Manhattan West Asset Management, LLC | 0.18% | Reduce -2.3% | 1,586 | $1.1M |
| Palisades Hudson Asset Management, L.P. | 0.38% | Add +0.3% | 1,586 | $1.1M |
| Cornell Pochily Investment Advisors, Inc. | 0.29% | Add +0.1% | 1,584 | $1.1M |
| Sherwood Financial Partners, LLC | 0.87% | Reduce -4.6% | 1,582 | $1.1M |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Add +6.7% | 1,577 | $1.1M |
| Millennium Capital Advisors, LLC | 0.59% | Add +2.8% | 1,575 | $1.1M |
| Elite Financial, Inc. | 0.44% | No change | 1,575 | $1.1M |
| Flywheel Private Wealth LLC | 0.53% | Add +0.1% | 1,573 | $1.1M |
| Fairvoy Private Wealth, LLC | 0.22% | Add +3.6% | 1,569 | $1.1M |
| Richard P Slaughter Associates Inc | 0.21% | No change | 1,568 | $1.1M |
| Fund Advisors of America Inc | 0.98% | Reduce -12.8% | 1,568 | $1.1M |
| Bay Rivers Group | 0.37% | Reduce -26.8% | 1,567 | $1.1M |
| Laurel Oak Wealth Management, LLC | 0.16% | Add +0.7% | 1,566 | $1.1M |
| Lifetime Wealth Management P.C. | 0.64% | No change | 1,565 | $1.1M |
| Vestment Financial LLC | 0.48% | No change | 1,551 | $1.1M |
| Presilium Private Wealth, LLC | 0.16% | Add +11.3% | 1,557 | $1.1M |
| Markowski Investments | 0.24% | — | 1,557 | $1.1M |
| DiNuzzo Private Wealth, Inc. | 0.11% | Add +4.9% | 1,551 | $1.1M |
| Concentrum Wealth Management | 0.25% | Add +21.5% | 1,545 | $1.1M |
| Advisory Resource Group | 0.16% | Reduce -0.4% | 1,539 | $1.1M |
| Hall Capital Management Co. Inc. | 0.33% | No change | 1,536 | $1.1M |
| Mountain Capital Investment Advisors Inc. | 0.15% | Add +5.2% | 1,533 | $1.1M |
| First Wilshire Securities Management Inc. | 0.22% | No change | 1,533 | $1.1M |
| Sierra Summit Advisors LLC | 0.12% | Reduce -73.3% | 1,531 | $1.1M |
| Pine Harbor Wealth Management, LLC | 0.28% | Add +5.8% | 1,531 | $1.1M |
| USAdvisors Wealth Management, LLC | 0.30% | Add +28.4% | 1,531 | $1.1M |
| Abundance Wealth Counselors | 0.07% | Add +4.2% | 1,530 | $1.1M |
| Krane Financial Solutions LLC | 0.65% | Add +11.1% | 1,529 | $1.1M |
| Kingsbury Capital Investment Advisors LLC | 0.89% | Add +56.7% | 1,529 | $1.1M |
| KMT Wealth Management, LLC | 0.89% | Reduce -61.8% | 1,529 | $1.1M |
| New Hampshire Trust | 0.20% | Reduce -17.6% | 1,522 | $1.0M |
| Arq Wealth Advisors, LLC | 0.13% | Add +188.8% | 1,519 | $1.0M |
| Polen Capital Management LLC | 0.01% | New | 1,518 | $1.0M |
| Palacios Wealth Management, LLC | 0.62% | Add +15.1% | 1,517 | $1.0M |
| Waterway Wealth Management, LLC | 0.21% | Reduce -0.1% | 1,515 | $1.0M |
| Refined Wealth Management | 0.63% | Reduce -1.1% | 1,514 | $1.0M |
| Weatherly Asset Management L. P. | 0.07% | Add +1.5% | 1,513 | $1.0M |
| Veratis Advisors, Inc. | 0.73% | — | 1,510 | $1.0M |
| Saranac Partners Ltd | 0.33% | Reduce -48.5% | 1,509 | $1.0M |
| PW Advisors, LLC \ FL | 0.69% | Reduce -5.6% | 1,507 | $1.0M |
| Ironwood Financial, llc | 0.16% | Add +10.5% | 1,503 | $1.0M |
| Morling Financial Advisors, LLC | 0.29% | No change | 1,505 | $1.0M |
| Baron Wealth Management LLC | 0.27% | Add +0.5% | 1,504 | $1.0M |
| Cape Investment Advisory, Inc. | 0.28% | Reduce -4.6% | 1,503 | $1.0M |
| Telos Capital Management, Inc. | 0.09% | Reduce -17.7% | 1,503 | $1.0M |
| Vontobel Holding Ltd. | 0.00% | Add +45.3% | 1,501 | $1.0M |
| Eagle Global Advisors LLC | 0.03% | Reduce -69.0% | 1,500 | $1.0M |
| Arbor Wealth Advisors LLC | 0.63% | No change | 1,496 | $1.0M |
| Wallace Capital Management Inc. | 0.11% | Add +2.1% | 1,492 | $1.0M |
| Diametric Capital, LP | 0.11% | New | 1,490 | $1.0M |
| Insight 2811, Inc. | 0.41% | Add +9.0% | 1,489 | $1.0M |
| Moody LYNN Lieberson & Walker, LLC | 0.05% | Reduce -0.4% | 1,486 | $1.0M |
| Fulton Breakefield Broenniman LLC | 0.06% | Add +3.3% | 1,479 | $1.0M |
| Arcadia Investment Advisors LLC | 0.43% | No change | 1,479 | $1.0M |
| Friday Financial | 0.27% | New | 1,477 | $1.0M |
| Roger Wittlin Investment Advisory, LLC | 0.80% | Reduce -1.7% | 1,475 | $1.0M |
| Washington Capital Management, Inc. | 0.67% | Reduce -2.7% | 1,475 | $1.0M |
| Capstone Financial Advisors, Inc. | 0.05% | Reduce -51.8% | 1,473 | $1.0M |
| Robbins Farley | 0.39% | Add +143.5% | 1,473 | $1.0M |
| Focused Alpha, LLC | 0.26% | Add +2.2% | 1,470 | $1.0M |
| Cumberland Partners Ltd | 0.07% | No change | 1,463 | $1.0M |
| Maryland Capital Advisors Inc. | 0.32% | — | 1,461 | $1.0M |
| Delta Investment Management, LLC | 0.16% | Add +15.6% | 1,457 | $1.0M |
| Greystone Financial Group, LLC | 0.28% | Add +12.8% | 1,456 | $1.0M |
| Oakworth Capital, Inc. | 0.05% | Reduce -96.9% | 1,455 | $999K |
| Symphony Financial Services, Inc. | 0.45% | No change | 1,450 | $996K |
| Orion Capital Management LLC | 0.31% | Add +15.8% | 1,449 | $995K |
| Chiron Capital Management, LLC | 0.89% | Reduce -6.5% | 1,449 | $995K |
| Porter White Investment Advisors, Inc. | 0.38% | Add +3.1% | 1,448 | $995K |
| Legacy Bridge, LLC | 0.31% | Add +1.0% | 1,448 | $995K |
| Foster & Motley Inc. | 0.05% | Add +3.9% | 1,446 | $993K |
| Brandywine Oak Private Wealth LLC | 0.08% | Add +0.7% | 1,443 | $991K |
| Vestor Capital, LLC | 0.06% | Add +617.4% | 16,386 | $990K |
| Watershed Private Wealth LLC | 0.28% | Add +0.3% | 1,438 | $988K |
| Wealth Forward, LLC | 0.49% | No change | 1,437 | $987K |
| Financial Advisory Partners, LLC | 0.26% | Add +0.3% | 1,436 | $986K |
| SYM FINANCIAL Corp | 0.08% | Add +26.9% | 1,435 | $986K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +123.6% | 1,431 | $983K |
| IVC Wealth Advisors LLC | 0.38% | Reduce -0.1% | 1,430 | $982K |
| Haven Private, LLC | 0.37% | No change | 1,429 | $981K |
| Broadview Financial Management, LLC | 0.60% | Reduce -2.1% | 1,421 | $976K |
| Astoria Strategic Wealth, Inc. | 0.22% | Reduce -0.2% | 1,420 | $975K |
| Ulland Investment Advisors, LLC | 0.72% | Add +0.7% | 1,420 | $975K |
| ArborFi Advisors, LLC | 0.70% | No change | 1,414 | $971K |
| Jain Global LLC | 0.01% | New | 1,414 | $971K |
| Monarch Capital Management Inc. | 0.22% | Add +206.1% | 1,411 | $969K |
| Trivant Custom Portfolio Group, LLC | 0.51% | Reduce -12.4% | 1,407 | $966K |
| RIA Advisory Group LLC | 0.21% | Add +212.9% | 1,405 | $965K |
| United Financial Planning Group LLC | 0.49% | Add +0.1% | 1,404 | $965K |
| Van Hulzen Asset Management, LLC | 0.07% | Reduce -16.0% | 1,401 | $962K |
| RPS Advisory Solutions LLC | 0.64% | Add +19.3% | 1,399 | $961K |
| Lakeside Advisors, INC. | 0.60% | Add +2.8% | 1,398 | $960K |
| Perryman Financial Advisory Inc. | 0.13% | Reduce -17.8% | 1,397 | $960K |
| Interactive Financial Advisors, Inc. | 0.58% | Add +16.5% | 1,539 | $959K |
| New Wave Wealth Advisors LLC | 0.26% | Add +15.8% | 1,395 | $958K |
| Eaton Financial Holdings Company, LLC | 0.26% | Reduce -57.6% | 1,394 | $957K |
| Aquire Wealth Advisors, LLC | 0.22% | Reduce -11.3% | 1,394 | $957K |
| Carmel Capital Partners, LLC | 0.32% | No change | 1,394 | $957K |
| Rakuten Securities, Inc. | 0.22% | Add +1.2% | 1,392 | $956K |
| Main Management LLC | 0.06% | Reduce -0.7% | 1,391 | $955K |
| Ascension Capital Advisors, Inc. | 0.27% | Reduce -0.3% | 1,388 | $954K |
| Evergreen Wealth Partners LLC | 0.57% | Add +7.2% | 1,383 | $950K |
| Avalon Advisory Group | 0.35% | Reduce -0.5% | 1,380 | $948K |
| Herold Advisors, Inc. | 0.19% | Add +3.4% | 1,375 | $945K |
| Blue Edge Capital, LLC | 0.11% | Reduce -86.1% | 1,373 | $943K |
| Brown Wealth Management, LLC | 0.21% | Add +2.9% | 1,372 | $943K |
| Watchman Group, Inc. | 0.21% | Reduce -1.5% | 1,370 | $941K |
| Firestone Capital Management | 0.17% | Add +7.0% | 1,368 | $939K |
| Yoffe Investment Management, LLC | 1.07% | No change | 1,366 | $938K |
| Indie Asset Partners, LLC | 0.90% | Add +2.2% | 1,365 | $938K |
| Truefg, LLC | 0.22% | Add +2.9% | 1,365 | $937K |
| Proactive Wealth Strategies LLC | 0.15% | Add +77.8% | 1,364 | $937K |
| Consilium Wealth Advisory, LLC | 0.28% | No change | 1,363 | $936K |
| Stewardship Advisors, LLC | 0.19% | Add +0.7% | 1,363 | $936K |
| City Holding Co. | 0.11% | Add +83.1% | 1,362 | $935K |
| Riversedge Advisors, LLC | 0.12% | Add +5.4% | 1,358 | $933K |
| Seed Wealth Management, Inc. | 0.59% | New | 1,358 | $933K |
| Liberty Capital Management, Inc. | 0.16% | — | 1,358 | $932K |
| Apeiron RIA LLC | 0.24% | Reduce -57.9% | 1,357 | $932K |
| Pathway Financial Advisers, LLC | 0.23% | Add +3.8% | 1,356 | $931K |
| Schnieders Capital Management, Llc. | 0.12% | Add +132.0% | 1,350 | $927K |
| Private Capital Management, LLC | 0.08% | No change | 1,347 | $925K |
| Teachers Insurance & Annuity Association of America | 1.02% | Add +5.6% | 1,343 | $922K |
| Integris Wealth Management, LLC | 0.19% | Add +22.3% | 1,340 | $920K |
| Rose Capital Advisors LLC | 0.49% | — | 1,334 | $916K |
| Timbuktu Capital Management, LLC | 1.38% | — | 1,334 | $916K |
| Demars Financial Group, LLC | 0.25% | Add +100.8% | 1,333 | $916K |
| Baron Financial Group, LLC | 0.44% | Add +79.8% | 1,329 | $913K |
| Stiles Financial Services Inc | 0.23% | Add +48.6% | 1,327 | $911K |
| Bar Harbor Wealth Management | 0.05% | Add +10.2% | 1,325 | $910K |
| Marquette Asset Management, LLC | 0.12% | No change | 1,322 | $908K |
| Lakeridge Wealth Management LLC | 0.33% | Reduce -3.4% | 1,321 | $907K |
| Cornerstone Advisory, LLC | 0.08% | Add +8.4% | 1,319 | $906K |
| Kelsey Financial, LLC | 0.69% | Reduce -1.4% | 1,318 | $905K |
| Santori & Peters, Inc. | 0.26% | Add +6.1% | 1,317 | $905K |
| CBM Financial, LLC | 0.54% | New | 1,321 | $902K |
| Stone Summit Wealth LLC | 0.23% | Add +2.7% | 1,312 | $901K |
| American National Bank of Texas | 0.82% | Reduce -6.8% | 1,308 | $898K |
| Galvin, Gaustad & Stein, LLC | 0.07% | Reduce -6.7% | 1,307 | $898K |
| Verity Asset Management, Inc. | 0.34% | Add +2.0% | 1,301 | $893K |
| Howard Capital Management Group, LLC | 0.05% | No change | 1,300 | $893K |
| Pegasus Asset Management, Inc. | 0.25% | Reduce -1.4% | 1,296 | $890K |
| Graney & King, LLC | 0.32% | Reduce -2.2% | 1,296 | $890K |
| Gould Asset Management LLC | 0.14% | Add +0.1% | 1,296 | $890K |
| Hartford Financial Management Inc. | 0.20% | Add +1.1% | 1,295 | $889K |
| Shira Ridge Wealth Management | 0.31% | No change | 1,295 | $889K |
| Patrick M Sweeney & Associates, Inc. | 0.51% | No change | 1,293 | $888K |
| New Age Alpha Advisors, LLC | 0.04% | Reduce -37.6% | 1,293 | $888K |
| Titan Global Capital Management USA LLC | 0.11% | New | 1,293 | $888K |
| Elmwood Wealth Management, Inc. | 0.22% | Add +8.8% | 1,291 | $887K |
| Mascagni Wealth Management, Inc. | 0.55% | Reduce -3.3% | 1,290 | $886K |
| Valley Financial Group, Inc. | 0.44% | Reduce -1.7% | 1,289 | $885K |
| Abacus Wealth Partners, LLC | 0.09% | Reduce -56.0% | 1,287 | $884K |
| Ballast Financial Advisors LLC | 0.80% | Reduce -0.8% | 1,285 | $883K |
| Urban Wealth Management, LLC | 0.77% | Reduce -13.1% | 1,282 | $881K |
| Vantus Wealth LLC | 0.47% | — | 1,282 | $881K |
| Creekmur Asset Management LLC | 42.48% | Add +34.1% | 1,278 | $878K |
| Emprise Bank | 0.32% | Reduce -0.9% | 1,275 | $876K |
| Amara Financial, Llc. | 0.52% | Reduce -2.7% | 1,275 | $875K |
| MPWM Advisory Solutions, LLC | 0.40% | Add +0.1% | 1,275 | $875K |
| Sierra Ocean, LLC | 0.61% | Reduce -8.7% | 1,274 | $875K |
| Collaborative Wealth Managment Inc. | 0.37% | Add +0.6% | 1,272 | $874K |
| Beckerman Institutional, LLC | 0.42% | Add +0.2% | 1,272 | $874K |
| Whelan Financial | 0.24% | Add +28.4% | 1,271 | $873K |
| SC&H Financial Advisors, Inc. | 0.12% | Add +0.1% | 1,271 | $873K |
| First Fiduciary Investment Counsel, Inc. | 0.16% | New | 1,269 | $872K |
| Squire Investment Management Company, LLC | 0.21% | Reduce -7.4% | 1,269 | $871K |
| Alta Wealth Advisors LLC | 0.24% | Add +7.1% | 1,268 | $871K |
| Capital CS Group, LLC | 1.27% | Add +14.7% | 1,267 | $870K |
| Lazari Capital Management, Inc. | 0.27% | Add +2.8% | 1,267 | $870K |
| Pacific Financial Group Inc. | 0.42% | Reduce -20.5% | 1,262 | $867K |
| AA Financial Advisors, LLC | 0.10% | Add +39.1% | 1,262 | $867K |
| Colonial Trust Co / SC | 0.11% | Reduce -0.4% | 1,257 | $863K |
| McHugh Group, LLC | 0.45% | No change | 1,257 | $863K |
| Miller Investment Management, LP | 0.08% | No change | 1,256 | $863K |
| Mosley Wealth Management | 0.27% | Add +33.7% | 1,254 | $861K |
| Legacy Trust | 0.15% | Reduce -4.2% | 1,253 | $861K |
| First National Bank of Mount Dora, Trust Investment Services | 0.17% | No change | 1,252 | $860K |
| Austin Wealth Management, LLC | 0.18% | Reduce -34.1% | 1,258 | $859K |
| Mason & Associates Inc | 0.14% | Add +2.0% | 1,248 | $857K |
| Prostatis Group LLC | 0.20% | Reduce -13.5% | 1,241 | $852K |
| Hazlett, Burt & Watson, Inc. | 0.23% | Add +11.1% | 1,239 | $852K |
| Merited Wealth, LLC | 0.60% | Reduce -6.3% | 1,239 | $851K |
| Old Second National Bank of Aurora | 0.16% | No change | 1,239 | $851K |
| B & T Capital Management DBA Alpha Capital Management | 0.11% | Add +23.1% | 1,238 | $850K |
| Central Bank & Trust Co. | 0.12% | Add +2.3% | 1,238 | $850K |
| Sagewood Asset Management LP | 0.19% | No change | 1,234 | $848K |
| Pinnacle Financial Group, LLC / IL | 0.21% | Add +97.3% | 1,255 | $848K |
| Fiscal Wisdom Wealth Management, LLC | 0.72% | Reduce -3.1% | 1,232 | $846K |
| Walsh & Associates, LLC | 0.69% | Reduce -3.9% | 1,225 | $841K |
| Town Capital LLC | 0.53% | Add +24.5% | 1,223 | $840K |
| Davidson Trust Co. | 0.33% | Add +7.6% | 1,219 | $837K |
| Ares Financial Consulting, LLC | 0.60% | Add +3.7% | 1,219 | $837K |
| Manchester Financial Inc. | 0.15% | Add +15.3% | 1,218 | $837K |
| Financial Planning Navigators CORP | 0.31% | Reduce -8.6% | 1,217 | $836K |
| United Bank | 0.25% | Reduce -5.5% | 1,215 | $834K |
| Snider Financial Group | 0.21% | Reduce -17.6% | 1,215 | $834K |
| Inspire Advisors, LLC | 0.06% | Add +1.8% | 1,215 | $834K |
| Willis Investment Counsel | 0.04% | Add +3.2% | 1,211 | $832K |
| Summit Wealth Partners, LLC | 0.12% | Add +0.1% | 1,210 | $831K |
| JNBA Financial Advisors | 0.06% | Add +2.4% | 1,210 | $831K |
| Platform Wealth Management, LLC | 0.30% | — | 1,210 | $831K |
| Silver Coast Investments LLC | 0.25% | Add +4.6% | 1,207 | $829K |
| Shepherd Kaplan Krochuk, LLC | 0.66% | No change | 1,206 | $828K |
| Wealthcare Capital Management LLC | 0.08% | Reduce -5.5% | 1,204 | $827K |
| Borer Denton & Associates, Inc. | 0.27% | Add +6.7% | 1,203 | $827K |
| Tower View Wealth Management LLC | 0.36% | Add +0.6% | 1,203 | $826K |
| Dominguez Wealth Management Solutions, Inc. | 0.45% | Reduce -2.9% | 1,201 | $825K |
| Plan A Wealth LLC | 0.35% | Add +5.4% | 1,201 | $825K |
| Texas Bank & Trust Co | 0.27% | No change | 1,200 | $824K |
| Hickory Point Bank & Trust | 0.50% | Reduce -5.5% | 1,199 | $823K |
| Sprinkle Financial Consultants LLC | 0.32% | Reduce -6.1% | 1,192 | $820K |
| Schaper Benz & Wise Investment Counsel Inc. | 0.05% | Reduce -8.4% | 1,190 | $817K |
| St Germain D J Co. Inc. | 0.03% | Reduce -13.1% | 1,189 | $817K |
| Leigh Baldwin & Co., LLC | 0.44% | No change | 1,188 | $816K |
| Tucker Asset Management LLC | 0.20% | Add +42.5% | 1,187 | $816K |
| James J. Burns & Company, LLC | 0.09% | No change | 1,187 | $815K |
| Trust Co | 0.07% | Add +5.6% | 1,181 | $811K |
| Oceanside Advisors LLC | 0.41% | New | 1,173 | $806K |
| Upper Left Wealth Management, LLC | 0.45% | No change | 1,172 | $805K |
| SJS Investment Consulting Inc. | 0.09% | Add +9.4% | 1,170 | $804K |
| Aerodigm Wealth, LLC | 0.27% | Reduce -3.3% | 1,165 | $800K |
| Hurlow Wealth Management Group, Inc. | 0.17% | Add +0.2% | 1,163 | $799K |
| Formidable Asset Management, LLC | 0.13% | Reduce -1.0% | 1,335 | $798K |
| Rhodes Investment Advisors Inc. | 0.59% | Add +7.5% | 1,159 | $796K |
| Wealth Alliance Advisory Group, LLC | 0.12% | Add +53.4% | 1,158 | $796K |
| Foundry Financial LLC | 0.27% | Add +1.1% | 1,158 | $795K |
| Oak Barrel Wealth Advisory LLC | 0.35% | — | 1,155 | $793K |
| Strategy Asset Managers LLC | 0.12% | Add +2.1% | 1,155 | $793K |
| Northern Lights Advisors, Inc. | 0.43% | Reduce -0.4% | 1,154 | $793K |
| Elevation Wealth Management LLC | 0.59% | Add +7.4% | 1,152 | $791K |
| Northcape Wealth Management, LLC | 0.21% | No change | 1,150 | $790K |
| Matisse Capital | 0.32% | Add +0.1% | 1,149 | $789K |
| Shearwater Capital LLC | 0.38% | Add +0.2% | 1,149 | $789K |
| Ames National Corp. | 0.43% | No change | 1,148 | $788K |
| Kennicott Capital Management LLC | 0.37% | No change | 1,148 | $788K |
| Rothschild Capital Partners, LLC | 0.17% | Add +11.7% | 1,148 | $788K |
| Plum Street Advisors, LLC | 0.25% | Reduce -2.0% | 1,146 | $787K |
| Armor Investment Advisors, LLC | 0.25% | No change | 1,142 | $784K |
| SpringVest Wealth Management LLC | 0.49% | Add +15.2% | 1,139 | $782K |
| City Center Advisors, LLC | 0.63% | Add +0.3% | 1,139 | $782K |
| Buckhead Capital Management LLC | 0.27% | Reduce -0.7% | 1,135 | $779K |
| Altman Advisors, Inc. | 0.28% | New | 1,134 | $779K |
| Shakespeare Wealth Management, LLC | 0.21% | Reduce -3.1% | 1,134 | $779K |
| Chatterton & Associates Inc. | 0.46% | Add +16.6% | 1,126 | $778K |
| Resurgent Financial Advisors LLC | 0.22% | Add +90.4% | 1,131 | $777K |
| Trustco Bank Corp. N Y | 0.57% | No change | 1,131 | $777K |
| Geneva Partners, LLC | 0.21% | Add +49.2% | 1,128 | $775K |
| Summit Investment Advisory Services, LLC | 0.19% | Add +0.2% | 1,128 | $775K |
| Cary Street Partners Investment Advisory LLC | 0.16% | Add +0.3% | 1,127 | $774K |
| Ironvine Capital Partners, LLC | 0.07% | Reduce -6.4% | 1,125 | $773K |
| Insight Wealth Strategies, LLC | 0.08% | Reduce -1.0% | 1,126 | $772K |
| Sterling Investment Advisors, Ltd. | 0.13% | Add +5.9% | 1,123 | $771K |
| Tillman Hartley LLC | 0.17% | No change | 1,122 | $771K |
| Luts & Greenleigh Group, Inc. | 0.58% | Add +0.7% | 1,121 | $770K |
| Kelleher Financial Advisors | 0.11% | New | 1,119 | $769K |
| Pinnacle Wealth Planning Services, Inc. | 0.07% | No change | 1,118 | $768K |
| Norden Group LLC | 0.06% | Reduce -6.8% | 1,115 | $766K |
| Oak Wealth Advisors LLC | 0.37% | Add +0.4% | 1,115 | $766K |
| Capital Investment Services of America, Inc. | 0.07% | Reduce -0.1% | 1,114 | $765K |
| Plus Group Wealth Advisors LLC | 0.72% | Add +6.1% | 1,110 | $762K |
| Cadence Wealth Management LLC | 0.34% | Add +60.4% | 1,108 | $761K |
| Nicholas Wealth, LLC. | 0.42% | Reduce -7.5% | 1,107 | $760K |
| 1832 Asset Management L.P. | 0.00% | Add +17.1% | 1,105 | $759K |
| Main Street Research LLC | 0.04% | Reduce -17.1% | 1,104 | $759K |
| ASL Financial, LLC | 0.53% | New | 1,104 | $758K |
| Concorde Asset Management, LLC | 0.44% | Add +0.8% | 1,104 | $758K |
| Rosenblum Silverman Sutton S F Inc. | 0.18% | Add +13.4% | 1,103 | $758K |
| USA Financial Formulas | 0.14% | — | 1,103 | $758K |
| AllGen Financial Advisors, Inc. | 0.17% | No change | 1,102 | $757K |
| Winch Advisory Services, LLC | 0.16% | Add +26.7% | 1,102 | $757K |
| Adelphi Trust Co | 0.50% | Add +35.6% | 1,101 | $756K |
| BNB Wealth Management, LLC | 0.41% | Add +13.0% | 1,101 | $756K |
| West Wealth Group, LLC | 0.12% | Add +25.1% | 1,100 | $756K |
| Campion Asset Management | 0.46% | No change | 1,100 | $755K |
| Essex LLC | 0.11% | Add +0.6% | 1,100 | $755K |
| Guided Capital Wealth Management, LLC | 0.44% | No change | 1,098 | $754K |
| Novare Capital Management LLC | 0.05% | Reduce -23.1% | 1,090 | $749K |
| Legacy Wealth Asset Management, LLC | 0.16% | Reduce -0.9% | 1,089 | $748K |
| Lakewood Asset Management LLC | 0.41% | Reduce -26.1% | 1,089 | $748K |
| Financial Concepts Unlimited, Inc. | 0.59% | Add +1.7% | 1,088 | $747K |
| Elk River Wealth Management LLC | 0.12% | Reduce -1.0% | 1,088 | $747K |
| Harbor Group, Inc. | 0.09% | Add +1.1% | 1,088 | $747K |
| Appleton Partners Inc. | 0.05% | Reduce -21.6% | 1,087 | $746K |
| Dopkins Wealth Management, LLC | 0.27% | Add +147.2% | 1,085 | $745K |
| FFT Wealth Management LLC | 0.12% | Add +0.2% | 1,084 | $745K |
| Mengis Capital Management, Inc. | 0.11% | No change | 1,083 | $744K |
| TOWER TRUST & INVESTMENT Co | 0.45% | Reduce -1.3% | 1,082 | $743K |
| Bernicke Wealth Management, Ltd. | 0.09% | Add +156.4% | 1,082 | $743K |
| Financial Advisory Corp | 0.10% | Add +2.1% | 1,081 | $742K |
| First Citizens Financial Corp | 0.31% | No change | 1,080 | $742K |
| Beacon Bank & Trust | 0.14% | No change | 1,079 | $741K |
| ETF Store, Inc. | 0.62% | Reduce -0.8% | 1,079 | $741K |
| Lavaca Capital LLC | 0.08% | Add +904.7% | 1,075 | $738K |
| Kropog Financial Group, LLC | 0.52% | Add +0.1% | 1,074 | $738K |
| Integrated Wealth Management | 0.78% | Reduce -12.0% | 1,074 | $738K |
| Heritage Family Offices, LLP | 0.28% | Add +58.0% | 1,070 | $735K |
| Pacific Excel Wealth Advisors, Inc. | 0.28% | Reduce -3.6% | 1,070 | $735K |
| Ackerman Asset Management, LLC | 0.44% | Reduce -6.2% | 1,067 | $733K |
| Schaeffer Financial LLC | 0.57% | Add +0.3% | 1,066 | $732K |
| Regent Peak Wealth Advisors LLC | 0.14% | Add +3.7% | 1,063 | $730K |
| Wellington Grp LLC | 0.19% | Add +1.1% | 1,062 | $730K |
| White Pine Capital LLC | 0.17% | Add +1.1% | 1,062 | $729K |
| Hunter Associates Investment Management LLC | 0.08% | Add +47.1% | 1,055 | $727K |
| Columbia Advisory Partners LLC | 0.40% | New | 1,053 | $723K |
| First Bancorp, Inc | 0.29% | Reduce -16.1% | 1,052 | $723K |
| Townsquare Capital LLC | 0.13% | New | 1,052 | $722K |
| Tarbox Family Office, Inc. | 0.10% | No change | 1,051 | $722K |
| Navalign, LLC | 0.17% | Add +3.5% | 1,044 | $717K |
| American Institute for Advanced Investment Management, LLP | 0.41% | Reduce -7.9% | 1,040 | $714K |
| Tevis Investment Management | 0.39% | No change | 1,039 | $714K |
| Centerpoint Advisory Group | 0.45% | Add +0.3% | 1,035 | $711K |
| First Community Trust NA | 0.32% | Reduce -0.6% | 1,033 | $709K |
| Tufton Capital Management | 0.12% | Add +28.6% | 1,033 | $709K |
| Sherrill & Hutchins Financial Advisory, Inc | 0.34% | No change | 1,032 | $709K |
| Osborne Partners Capital Management, LLC | 0.04% | Reduce -7.8% | 1,029 | $707K |
| Bellars Harris Wealth Management, LLC | 0.14% | — | 1,027 | $705K |
| Carolina Wealth Management Inc | 0.32% | — | 1,026 | $705K |
| Missouri Trust & Investment Co | 0.19% | No change | 1,025 | $704K |
| Lountzis Asset Management, LLC | 0.22% | No change | 1,024 | $703K |
| Clear Harbor Asset Management, LLC | 0.04% | Add +1.2% | 1,023 | $702K |
| Delta Asset Management LLC | 0.06% | Add +5.9% | 1,022 | $702K |
| NCM Capital Management, LLC | 0.22% | Add +0.3% | 1,022 | $702K |
| Mountain Pacific Investment Advisers LLC | 0.11% | No change | 1,019 | $700K |
| Paradigm, Strategies in Wealth Management, LLC | 0.43% | New | 1,017 | $699K |
| Delos Wealth Advisors, LLC | 0.36% | No change | 1,014 | $696K |
| Clark Wealth Partners | 0.39% | Reduce -0.8% | 1,013 | $696K |
| Boyum Wealth Architects LLC | 0.28% | No change | 1,010 | $696K |
| Prairiewood Capital, LLC | 0.18% | Add +53.2% | 1,011 | $694K |
| Eldridge Investment Advisors, Inc. | 0.14% | Reduce -0.4% | 1,011 | $694K |
| RCW Management, LLC | 0.62% | Reduce -2.2% | 1,008 | $693K |
| AMJ Financial Wealth Management | 0.16% | No change | 1,155 | $690K |
| Payne Capital Management, LLC | 0.18% | Add +0.3% | 1,005 | $690K |
| Financial Gravity Companies, Inc. | 0.11% | — | 1,005 | $690K |
| KERR FINANCIAL PLANNING Corp | 0.77% | Add +4.0% | 1,003 | $689K |
| Next Level Private LLC | 0.13% | Add +32.1% | 1,001 | $687K |
| Wealthedge Investment Advisors, LLC | 0.23% | Reduce -0.6% | 999 | $687K |
| Painted Porch Advisors LLC | 0.30% | Add +2.6% | 999 | $686K |
| Lighthouse Financial LLC | 0.35% | Reduce -2.0% | 994 | $683K |
| Burns Matteson Capital Management, LLC | 0.22% | Add +4.1% | 993 | $682K |
| SWAN Capital LLC | 0.23% | No change | 992 | $682K |
| Zinnia Wealth Advisory, LLC | 0.69% | Add +0.7% | 992 | $681K |
| Clarity Financial LLC | 0.06% | Add +31.1% | 990 | $680K |
| Shulman DeMeo Asset Management LLC | 0.13% | Add +0.2% | 989 | $679K |
| Beck Capital Management, LLC | 0.13% | Add +10.8% | 987 | $678K |
| Ellsworth Advisors, LLC | 0.11% | Add +16.2% | 975 | $677K |
| Exchange Bank | 0.42% | Reduce -0.5% | 985 | $677K |
| Sincerus Advisory, LLC | 0.46% | Add +0.9% | 985 | $676K |
| SMI Advisory Services, LLC | 0.11% | Reduce -1.5% | 978 | $675K |
| Ark Wealth Advisors LLC | 0.60% | Add +21.5% | 983 | $675K |
| Amplius Wealth Advisors, LLC | 0.05% | Add +23.4% | 976 | $671K |
| Covenant Asset Management, LLC | 0.12% | Add +16.2% | 976 | $670K |
| Seneschal Advisors, LLC | 0.46% | Add +34.4% | 973 | $668K |
| Cerro Pacific Wealth Advisors LLC | 0.15% | Add +1.9% | 973 | $668K |
| FinDec Wealth Services, Inc. | 0.79% | Reduce -3.5% | 973 | $668K |
| Halbert Hargrove Global Advisors, LLC | 0.03% | Add +8.1% | 971 | $667K |
| LifeSteps Financial, Inc. | 0.31% | No change | 969 | $666K |
| IF Advisors, LLC | 0.44% | No change | 965 | $663K |
| NFSG Corp | 0.08% | Add +2.1% | 964 | $662K |
| Penobscot Investment Management Company, Inc. | 0.05% | No change | 963 | $662K |
| Rubicon Advisors, GP | 0.48% | Add +66.3% | 961 | $660K |
| Providence Capital Advisors, LLC | 0.10% | No change | 960 | $659K |
| Hamilton Capital, LLC | 0.03% | Add +12.3% | 959 | $659K |
| Oxinas Partners, LLC | 0.26% | Reduce -8.3% | 957 | $658K |
| Lockerman Financial Group, Inc. | 1.00% | Reduce -6.0% | 956 | $656K |
| PMG Family Office LLC | 0.60% | Add +1.1% | 952 | $654K |
| Elgethun Capital Management | 0.09% | Add +0.5% | 950 | $653K |
| Burk Holdings LLC | 0.24% | Reduce -50.0% | 949 | $652K |
| ROI Financial Advisors, LLC | 0.34% | No change | 947 | $651K |
| Redmond Asset Management, LLC | 0.16% | Add +1.6% | 947 | $650K |
| Brown, Lisle/Cummings, Inc. | 0.15% | No change | 943 | $648K |
| MOR Wealth Management, LLC | 0.26% | New | 942 | $647K |
| Poehling Capital Management, INC. | 0.14% | Reduce -1.5% | 941 | $646K |
| Philip James Wealth Mangement, LLC | 0.07% | No change | 940 | $646K |
| McLean Asset Management Corp | 0.09% | Add +0.1% | 937 | $644K |
| Asset Advisory Group, Inc. | 0.28% | Reduce -6.5% | 936 | $643K |
| Burford Brothers, Inc. | 0.24% | Add +5.9% | 936 | $643K |
| Tme Financial, Inc. | 0.40% | Add +1.9% | 935 | $642K |
| Avid Wealth Partners LLC | 0.31% | Add +8.2% | 929 | $638K |
| Empirical Asset Management, LLC | 0.14% | Reduce -90.1% | 927 | $636K |
| SPWM Advisors LLC | 0.59% | Add +0.2% | 930 | $636K |
| 3EDGE Asset Management, LP | 0.03% | No change | 923 | $634K |
| TCTC Holdings, LLC | 0.02% | No change | 923 | $634K |
| Colony Family Offices, LLC | 0.14% | Add +10.7% | 922 | $633K |
| Park Edge Advisors, LLC | 0.13% | New | 918 | $631K |
| Bayban | 0.48% | Add +124.2% | 917 | $630K |
| San Luis Wealth Advisors LLC | 0.09% | Add +0.1% | 916 | $629K |
| Kellett Wealth Advisors, LLC | 0.29% | Reduce -9.1% | 915 | $629K |
| Pillar Financial Advisors, LLC | 0.33% | Reduce -1.6% | 915 | $629K |
| Clarion Wealth Managment Partners, LLC | 0.51% | Add +0.2% | 915 | $628K |
| Straight Path Wealth Management | 0.15% | Add +11.3% | 914 | $628K |
| Evansbrook LLC | 0.37% | Add +6.8% | 913 | $627K |
| Provident Living Financial Services, Inc. | 0.62% | Add +16.2% | 913 | $627K |
| Advisors Management Group Inc. | 0.10% | Reduce -0.1% | 914 | $627K |
| Allegheny Financial Group | 0.07% | Add +9.2% | 911 | $626K |
| Graham Capital Wealth Management, LLC | 0.48% | Add +15.6% | 910 | $625K |
| Shepherd Financial Partners LLC | 0.05% | Add +28.0% | 906 | $622K |
| Columbia River Financial Group, LLC | 0.33% | No change | 905 | $621K |
| Lee Danner & Bass Inc. | 0.04% | Add +4.8% | 903 | $620K |
| William Howard & Co Financial Advisors Inc | 0.48% | Reduce -2.4% | 902 | $620K |
| PlanVest Financial, Inc | 0.41% | Add +55.5% | 902 | $619K |
| Kwmg, LLC | 0.04% | Add +2.2% | 900 | $618K |
| Bellevue Asset Management, LLC | 0.28% | No change | 896 | $617K |
| Perspective Wealth Advisors LLC | 0.34% | New | 898 | $617K |
| Davidson Investment Advisors | 0.03% | No change | 898 | $617K |
| Essential Planning, LLC. | 0.17% | Reduce -2.7% | 898 | $617K |
| Altfest L J & Co. Inc. | 0.06% | Reduce -2.5% | 898 | $617K |
| Home Federal Bank of Tennessee | 0.13% | No change | 895 | $615K |
| Opal Wealth Advisors, LLC | 0.13% | Add +8.5% | 892 | $613K |
| one8zero8, LLC | 0.12% | Add +10.6% | 890 | $611K |
| Prosperity Bancshares Inc | 0.40% | Add +3.6% | 889 | $611K |
| Strait & Sound Wealth Management LLC | 0.21% | Reduce -2.2% | 887 | $609K |
| tru Independence LLC | 0.27% | Add +0.8% | 885 | $608K |
| Prestige Wealth Management Group LLC | 0.11% | Add +15.4% | 883 | $607K |
| DKM Wealth Management, Inc. | 0.40% | No change | 881 | $605K |
| FLC Capital Advisors | 0.10% | Reduce -31.8% | 879 | $604K |
| Greenup Street Wealth Management LLC | 0.07% | Add +28.6% | 878 | $603K |
| Seelaus Asset Management LLC | 0.43% | Add +26.9% | 878 | $603K |
| Quantum Financial Planning Services, Inc. | 0.19% | Add +8.4% | 877 | $602K |
| Golden Reserve Retirement LLC | 0.09% | Add +27.2% | 874 | $600K |
| Mma Asset Management LLC | 0.19% | Add +6.2% | 873 | $600K |
| Integrity Investment Advisors, LLC | 0.26% | Reduce -87.3% | 873 | $600K |
| Van Den Berg Management I, Inc. | 0.13% | Reduce -22.6% | 872 | $599K |
| Catalyst Financial Partners LLC | 0.06% | Add +19.3% | 872 | $599K |
| Mach-1 Financial Group, LLC | 0.23% | Reduce -0.7% | 871 | $598K |
| Meadowbrook Advisors Group, LLC | 0.32% | Reduce -23.1% | 870 | $598K |
| Taylor Financial Group, Inc. | 0.33% | No change | 867 | $596K |
| Compass Capital Corp. /Ma/ | 0.19% | Reduce -5.4% | 838 | $596K |
| Clare Market Investments LLC | 0.11% | No change | 867 | $595K |
| Gallagher Capital Advisors, LLC | 0.34% | Add +0.2% | 864 | $594K |
| Grant Street Asset Management, Inc. | 0.10% | Add +150.4% | 864 | $593K |
| Kraft, Davis & Associates, LLC | 0.12% | Reduce -0.9% | 866 | $592K |
| Nautilus Advisors LLC | 0.35% | Reduce -1.6% | 852 | $591K |
| PMG Wealth Management, Inc. | 0.37% | Reduce -3.6% | 860 | $591K |
| Significant Wealth Partners LLC | 0.64% | Reduce -51.6% | 859 | $590K |
| Investment Research Partners LLC | 0.20% | No change | 858 | $589K |
| Ridgeline Wealth, LLC | 0.34% | New | 857 | $589K |
| Hutchinson Capital Management | 0.10% | Add +43.2% | 855 | $587K |
| CCG Wealth Management, LLC | 0.14% | No change | 852 | $585K |
| Trinity Legacy Partners, LLC | 0.12% | Reduce -2.4% | 847 | $584K |
| Epiq Partners, LLC | 0.25% | Add +13.6% | 850 | $584K |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 0.46% | No change | 850 | $584K |
| Cypress Financial Planning LLC | 0.14% | Add +4.2% | 845 | $581K |
| Tobias Financial Advisors, Inc. | 0.07% | Add +0.2% | 845 | $580K |
| Colton Groome Financial Advisors, LLC | 0.14% | Reduce -0.5% | 844 | $580K |
| GFG Capital, LLC | 0.16% | Reduce -37.1% | 842 | $578K |
| Newport Capital Group, LLC | 0.32% | Reduce -2.4% | 838 | $578K |
| Stone House Investment Management, LLC | 0.08% | Add +49.6% | 841 | $578K |
| Willis Johnson & Associates, Inc. | 0.03% | Reduce -71.1% | 835 | $573K |
| Glassy Mountain Advisors, Inc. | 0.16% | No change | 834 | $573K |
| Edge Wealth Management LLC | 0.10% | No change | 834 | $573K |
| GuidedMoney, LLC | 0.26% | No change | 833 | $572K |
| LCNB Corp. | 0.18% | No change | 833 | $572K |
| ODonnell Financial Services, LLC | 0.17% | Add +0.2% | 832 | $572K |
| Signet Investment Advisory Group, Inc. | 0.25% | No change | 830 | $570K |
| Atlantic Family Wealth, LLC | 0.36% | New | 829 | $570K |
| Woodward Diversified Capital, LLC | 0.25% | Add +10.5% | 829 | $570K |
| Robinswood Financial LLC | 0.16% | Reduce -20.9% | 827 | $569K |
| Veracity Capital LLC | 0.15% | Add +0.7% | 827 | $568K |
| Highland Financial Advisors, LLC | 0.12% | Add +0.1% | 827 | $568K |
| Shepherd Street Advisors LLC | 0.50% | Add +0.9% | 818 | $568K |
| Keener Financial Planning LLC | 0.20% | Reduce -7.6% | 827 | $567K |
| LGL Partners, LLC | 0.21% | New | 825 | $567K |
| MPS Loria Financial Planners, LLC | 0.13% | Add +0.2% | 824 | $566K |
| Centennial Wealth Advisory LLC | 0.12% | Add +37.6% | 824 | $566K |
| Aspiring Ventures, LLC | 0.15% | Add +0.1% | 824 | $566K |
| Invested Advisors | 0.50% | No change | 823 | $565K |
| Legacy Financial Advisors, Inc. | 0.07% | Reduce -0.5% | 822 | $565K |
| Emissary Wealth LLC | 0.43% | Reduce -0.1% | 821 | $564K |
| Three Magnolias Financial Advisors, LLC | 0.31% | No change | 821 | $564K |
| JGP Wealth Management, LLC | 0.05% | Reduce -16.5% | 820 | $563K |
| Aspen Capital Management, LLC | 0.12% | No change | 819 | $563K |
| Quantum Financial Partners LLC | 0.29% | — | 819 | $563K |
| Elite Life Management LLC | 0.66% | No change | 795 | $563K |
| Mayfair Advisory Group, LLC | 0.17% | Add +0.1% | 828 | $562K |
| truNorth Financial Services, Inc. | 0.50% | Add +4.9% | 815 | $560K |
| Intelligence Driven Advisers, LLC | 0.09% | Reduce -21.8% | 815 | $560K |
| River Street Advisors LLC | 0.16% | No change | 812 | $558K |
| Port Capital LLC | 0.02% | New | 811 | $557K |
| MidAtlantic Capital Management, Inc. | 0.35% | Reduce -1.3% | 810 | $556K |
| Institute for Wealth Management, LLC. | 0.05% | Reduce -26.9% | 806 | $554K |
| True Link Financial Advisors, LLC | 0.03% | Reduce -7.9% | 806 | $554K |
| Colonial River Investments, LLC | 0.16% | Reduce -0.5% | 804 | $552K |
| Outbound Financial Inc | 0.36% | No change | 802 | $551K |
| Leisure Capital Management | 0.17% | Reduce -23.0% | 802 | $551K |
| Timmons Wealth Management, LLC | 0.40% | Add +52.8% | 799 | $549K |
| Financial Life Planners | 0.35% | Add +14.0% | 799 | $549K |
| 46 Peaks LLC | 0.34% | No change | 799 | $548K |
| Threadgill Financial, LLC | 0.23% | Add +0.6% | 798 | $548K |
| Alliance Wealth Advisors, LLC | 0.22% | No change | 798 | $548K |
| Taylor Securities Services, Inc. | 0.22% | Add +108.6% | 797 | $548K |
| Koss-Olinger Consulting, LLC | 0.04% | Reduce -5.6% | 797 | $547K |
| Foronjy Financial LLC | 0.20% | Add +35.1% | 797 | $547K |
| Iron Gate Global Advisors LLC | 0.05% | Add +10.7% | 796 | $547K |
| Pacifica Partners Inc. | 0.17% | Reduce -21.1% | 799 | $547K |
| Warburton Capital Management, LLC | 0.22% | Add +0.1% | 797 | $547K |
| Trustmark Bank Trust Department | 0.03% | Reduce -74.4% | 794 | $545K |
| Bannerman Wealth Management Group, LLC | 0.32% | No change | 794 | $545K |
| Joseph Group Capital Management | 0.11% | No change | 793 | $545K |
| New Insight Wealth Advisors | 0.16% | Reduce -0.1% | 791 | $543K |
| Security National Bank of So Dak | 0.25% | Add +18.6% | 789 | $542K |
| Forum Finance Group S.A. | 0.19% | No change | 975 | $541K |
| Rollins Financial Advisors, LLC | 0.07% | Add +1.6% | 787 | $541K |
| Colorado Capital Management, Inc. | 0.18% | Reduce -0.3% | 787 | $540K |
| Register Financial Advisors LLC | 0.17% | Add +3.4% | 783 | $538K |
| WFA of San Diego, LLC | 0.44% | Reduce -4.2% | 751 | $537K |
| Advantage Trust Co | 0.19% | Reduce -4.8% | 780 | $536K |
| Define Financial, LLC | 0.25% | Reduce -2.0% | 779 | $535K |
| Mason Investment Advisory Services, Inc. | 0.02% | Reduce -6.3% | 779 | $535K |
| Stirlingshire Investments, Inc. | 0.40% | Add +5.6% | 777 | $534K |
| Excalibur Management Corp. | 0.18% | New | 775 | $532K |
| Allen Capital Group, LLC | 0.04% | Add +21.9% | 773 | $531K |
| Caldwell Sutter Capital, Inc. | 0.20% | Reduce -1.9% | 771 | $530K |
| Nelson Capital Management, LLC | 0.06% | Reduce -1.7% | 769 | $528K |
| Signature Resources Capital Management, LLC | 0.21% | Reduce -29.0% | 768 | $527K |
| Towneley Capital Management, Inc / DE | 0.10% | New | 767 | $527K |
| Wrenne Financial Planning LLC | 0.18% | Reduce -11.2% | 765 | $525K |
| Compagnie Lombard Odier SCmA | 0.01% | New | 765 | $525K |
| Hudson Value Partners, LLC | 0.13% | Reduce -3.8% | 762 | $523K |
| Archford Capital Strategies, LLC | 0.05% | No change | 761 | $523K |
| Avant Capital LLC | 0.33% | Add +3.5% | 760 | $522K |
| Kure Advisory, LLC | 0.25% | Reduce -2.4% | 760 | $522K |
| German American Bancorp, Inc. | 0.04% | New | 760 | $522K |
| Northwest Wealth Advisors, LLC | 0.30% | Add +0.3% | 759 | $521K |
| PCG Wealth Advisors, LLC | 0.12% | Reduce -37.4% | 758 | $521K |
| Callahan Advisors, LLC | 0.04% | Add +0.7% | 758 | $520K |
| Stevens Capital Partners | 0.10% | Add +20.7% | 757 | $520K |
| Verde Capital Management | 0.10% | Add +8.9% | 755 | $519K |
| Vawter Financial, Ltd. | 0.20% | Add +4.0% | 755 | $518K |
| NovaPoint Capital, LLC | 0.11% | New | 755 | $518K |
| Morton Brown Family Wealth, LLC | 0.12% | Add +611.3% | 754 | $518K |
| Guardian Wealth Advisors, LLC | 0.26% | Add +1.3% | 754 | $518K |
| Lodestone Wealth Management LLC | 0.18% | Reduce -24.9% | 753 | $517K |
| United Community Bank | 0.16% | Add +1648.8% | 752 | $516K |
| MinichMacGregor Wealth Management, LLC | 0.08% | Add +17.0% | 750 | $515K |
| High Note Wealth, LLC | 0.09% | No change | 748 | $514K |
| Financial Plan, Inc. | 0.05% | Add +19.1% | 747 | $513K |
| Winebrenner Capital Management LLC | 0.31% | Add +9.9% | 745 | $512K |
| TrueWealth Advisors, LLC | 0.12% | No change | 745 | $512K |
| Mustico Financial Group, Inc. | 0.33% | Add +1.4% | 753 | $511K |
| Balanced Wealth Group LLC | 0.16% | Reduce -7.4% | 743 | $511K |
| Carret Asset Management, LLC | 0.04% | Reduce -4.9% | 742 | $510K |
| Avalon Capital Management | 0.12% | Add +0.1% | 742 | $509K |
| Roof Eidam Maycock Peralta, LLC | 0.10% | No change | 741 | $509K |
| Madson Wealth Advisors Inc | 0.35% | Reduce -31.1% | 741 | $509K |
| Element Wealth, LLC | 0.19% | Add +1.5% | 740 | $508K |
| Gables Capital Management Inc. | 0.18% | No change | 740 | $508K |
| Uptown Financial Advisors LLC | 0.37% | No change | 734 | $504K |
| Central Pacific Bank - Trust Division | 0.05% | Add +4217.6% | 734 | $504K |
| Essential Investment Partners LLC | 0.40% | No change | 733 | $503K |
| Ballast, Inc. | 0.09% | Add +4.1% | 732 | $503K |
| MFA Wealth Services | 0.30% | Add +0.3% | 730 | $502K |
| Sweeney & Michel, LLC | 0.13% | Add +35.0% | 706 | $502K |
| Voisard Asset Management Group, Inc. | 0.09% | Reduce -4.3% | 729 | $501K |
| ProVise Management Group, LLC | 0.03% | Add +3.9% | 729 | $501K |
| Wealth Advisors of Iowa, LLC | 0.14% | No change | 727 | $500K |
| Novus Advisors, LLC | 1.04% | Reduce -0.7% | 727 | $499K |
| Banque Transatlantique SA | 0.01% | Add +98.6% | 725 | $498K |
| Hilton Head Capital Partners, LLC | 0.25% | Reduce -4.0% | 721 | $495K |
| Parkshore Wealth Management, Inc. | 0.14% | Add +1.0% | 719 | $494K |
| Woodward Financial Advisors, Inc. | 0.17% | — | 719 | $494K |
| Cornerstone Wealth Advisors, Inc. | 0.10% | No change | 719 | $494K |
| Drake & Associates, LLC | 0.08% | Reduce -22.1% | 719 | $494K |
| Ballew Advisors, Inc | 0.25% | No change | 720 | $493K |
| Riverview Capital Advisers, LLC | 0.14% | Add +0.3% | 716 | $492K |
| Cyr Financial Inc. | 0.26% | Reduce -4.8% | 716 | $492K |
| Bright Financial Advisors, Inc. | 0.21% | Add +3.9% | 715 | $491K |
| Ascentis Wealth Management, LLC | 0.08% | Reduce -5.9% | 713 | $491K |
| Private Wealth Management Group, LLC | 0.11% | Reduce -9.2% | 714 | $490K |
| AAF Wealth Management, LLC | 0.18% | Reduce -16.4% | 711 | $489K |
| Richmond Investment Services, LLC | 0.15% | Reduce -31.0% | 711 | $488K |
| American Capital Advisory, LLC | 0.18% | Reduce -12.3% | 711 | $488K |
| KMG Fiduciary Partners, LLC | 0.05% | Add +9.1% | 709 | $487K |
| BankPlus Trust Department | 0.11% | Add +3.5% | 706 | $485K |
| Goldstein Advisors, LLC | 0.04% | Add +21.2% | 704 | $484K |
| Merkkuri Wealth Advisors LLC | 0.30% | Add +0.7% | 704 | $483K |
| Willner & Heller, LLC | 0.30% | Add +0.1% | 704 | $483K |
| Thayer Financial, L.L.C. | 0.44% | Add +27.1% | 703 | $483K |
| Tanglewood Wealth Management, Inc. | 0.04% | New | 703 | $483K |
| Astoria Portfolio Advisors LLC. | 0.08% | Add +112.8% | 700 | $481K |
| Vertrix Wealth Management, LLC | 0.16% | Reduce -58.0% | 700 | $480K |
| Marino, Stram & Associates LLC | 0.08% | Reduce -4.5% | 697 | $479K |
| Legacy Wealth Managment, LLC | 0.20% | Add +118.2% | 696 | $478K |
| Schulz Wealth, LTD. | 0.25% | — | 696 | $478K |
| Chaney Capital Management, Inc. | 0.15% | Add +14.1% | 696 | $478K |
| Legacy Financial Group, Inc. | 0.11% | Add +2.8% | 696 | $478K |
| Transcendent Capital Group LLC | 0.19% | Add +14.5% | 695 | $477K |
| Kingstone Capital Partners Texas, LLC | 0.25% | Add +0.3% | 694 | $477K |
| Grandview Asset Management LLC | 0.12% | Add +0.3% | 694 | $477K |
| NBH Bank | 0.20% | — | 694 | $477K |
| Kimelman & Baird, LLC | 0.04% | Add +2.2% | 694 | $476K |
| Shared Vision Wealth Group LLC | 0.16% | No change | 693 | $476K |
| Brian Low Financial Group, LLC | 0.28% | Reduce -6.9% | 692 | $475K |
| Mattern Wealth Management LLC | 0.08% | Reduce -29.3% | 692 | $475K |
| Pekin Hardy Strauss, Inc. | 0.04% | Add +2.8% | 692 | $475K |
| Gilman Hill Asset Management, LLC | 0.07% | Add +1.2% | 691 | $475K |
| Samalin Investment Counsel, LLC | 0.15% | Add +0.3% | 689 | $473K |
| Marietta Investment Partners LLC | 0.08% | Reduce -12.7% | 689 | $473K |
| Advisor Resource Council | 0.16% | Reduce -0.3% | 685 | $473K |
| Blume Capital Management, Inc. | 0.07% | Reduce -0.9% | 689 | $473K |
| Evensky & Katz LLC | 0.02% | Add +15.6% | 688 | $472K |
| RFG - Bristol Wealth Advisors, LLC | 0.11% | Add +0.1% | 687 | $472K |
| Interchange Capital Partners, LLC | 0.09% | Reduce -51.7% | 686 | $471K |
| Kagan Cocozza Asset Management | 0.30% | Add +0.1% | 686 | $471K |
| Rockline Wealth Management, LLC | 0.09% | Reduce -0.7% | 685 | $471K |
| First Commonwealth Financial Corp | 0.07% | No change | 685 | $470K |
| Inlet Private Wealth, LLC | 0.11% | No change | 682 | $468K |
| Claret Asset Management Corp | 0.05% | Reduce -21.9% | 681 | $468K |
| WPWealth LLP | 0.07% | Add +10.9% | 679 | $467K |
| Ashford Advisors, LLC | 0.10% | No change | 679 | $466K |
| Steigerwald, Gordon & Koch Inc. | 0.05% | Reduce -25.3% | 678 | $466K |
| McDonough Capital Management, Inc | 0.23% | Reduce -0.1% | 675 | $464K |
| Mirador Capital Partners LP | 0.06% | Add +0.3% | 673 | $462K |
| Capstone Wealth Management, Inc. | 0.35% | No change | 673 | $462K |
| Tandem Capital Management Corp. | 0.19% | No change | 673 | $462K |
| Agur Provident & Training Funds Management Ltd. | 2.50% | — | 71,525 | $462K |
| Bond & Devick Financial Network, Inc. | 0.11% | Add +10.9% | 671 | $461K |
| J. M. Brown & Associates Inc. | 0.26% | — | 669 | $460K |
| Successful Portfolios LLC | 0.21% | Reduce -0.1% | 664 | $459K |
| Littlejohn Financial Services, Inc. | 0.33% | Add +28.5% | 668 | $459K |
| Ycg, LLC | 0.04% | New | 668 | $459K |
| MilWealth Group LLC | 0.10% | No change | 667 | $458K |
| Piscataqua Savings Bank | 0.31% | Add +17.4% | 667 | $458K |
| Riverbend Wealth Management, LLC | 0.23% | Reduce -15.3% | 667 | $458K |
| Premier Path Wealth Partners, LLC | 0.05% | No change | 667 | $458K |
| J.M. Arbour, LLC | 0.39% | New | 666 | $457K |
| Ledyard National Bank | 0.04% | Add +2.3% | 666 | $457K |
| Hobart Private Capital, LLC | 0.08% | Add +10.7% | 665 | $457K |
| Strategic Financial Planning, Inc. | 0.24% | New | 662 | $455K |
| Langley Wealth Management, LLC | 0.44% | — | 662 | $455K |
| Legacy Capital Group California, Inc. | 0.14% | Add +24.9% | 661 | $454K |
| Paragon Advisors, LLC | 0.10% | Reduce -39.0% | 660 | $453K |
| Aljian Capital Management, LLC | 0.08% | Add +6.0% | 659 | $453K |
| Nvwm, LLC | 0.09% | Add +16.0% | 659 | $453K |
| McRae Capital Management Inc. | 0.09% | Reduce -9.6% | 658 | $452K |
| Shelton Capital Management | 0.01% | No change | 656 | $451K |
| Marin Bay Wealth Advisors, LLC | 0.24% | No change | 654 | $449K |
| Juno Financial Group LLC | 0.16% | Reduce -1.6% | 654 | $449K |
| Essential Partners LLC | 0.21% | No change | 654 | $449K |
| Curtis Advisory Group, LLC | 0.09% | Reduce -6.4% | 654 | $449K |
| Aviso Wealth Management | 0.15% | No change | 653 | $449K |
| Westco Advisory Services Inc. | 0.27% | Add +1.7% | 653 | $448K |
| Grant Private Wealth Management Inc | 0.19% | Reduce -23.1% | 652 | $448K |
| Bigelow Investment Advisors, LLC | 0.16% | No change | 649 | $446K |
| Sloy Dahl & Holst, LLC | 0.05% | No change | 648 | $445K |
| Kilter Group LLC | 0.16% | Add +0.3% | 648 | $445K |
| Ellenbecker Investment Group | 0.05% | Add +2.0% | 647 | $445K |
| Leading Edge Financial Planning LLC | 0.08% | Reduce -0.8% | 647 | $444K |
| Master's Wealth Management Inc. | 0.13% | Add +15.7% | 647 | $444K |
| Cim, LLC | 0.06% | No change | 645 | $443K |
| Lauterbach Financial Advisors, LLC | 0.19% | Reduce -3.7% | 644 | $442K |
| J.E. Simmons & Co., P.C. | 0.25% | Add +25.0% | 640 | $440K |
| Northbridge Financial Group, LLC | 0.17% | Reduce -0.3% | 640 | $439K |
| Darwin Wealth Management, LLC | 0.12% | Add +16.0% | 638 | $438K |
| Solitude Financial Services | 0.12% | Add +0.2% | 637 | $438K |
| Cutler Investment Counsel LLC | 0.04% | Add +0.6% | 637 | $437K |
| Gerber, LLC | 0.21% | Add +83.3% | 636 | $437K |
| Perissos Private Wealth Management, LLC | 0.29% | No change | 635 | $436K |
| Moneda S.A. Administradora General de Fondos | 0.36% | New | 634 | $435K |
| Pioneer Wealth Management Group | 0.11% | No change | 634 | $435K |
| Measured Wealth Private Client Group, LLC | 0.10% | Reduce -11.1% | 632 | $434K |
| Seaside Wealth Management, Inc. | 0.11% | Add +4.0% | 631 | $433K |
| Lafayette Investments, Inc. | 0.08% | No change | 630 | $433K |
| Chancellor Financial Group WB LP | 0.27% | Add +16.3% | 629 | $432K |
| Mills Wealth Advisors LLC | 0.14% | Add +9.2% | 628 | $432K |
| Owen LaRue, LLC | 0.15% | Add +5.9% | 628 | $431K |
| Benedict Financial Advisors Inc. | 0.08% | Add +0.3% | 627 | $430K |
| Hobbs Group Advisors, LLC | 0.11% | Reduce -3.8% | 626 | $430K |
| Wincap Financial LLC | 0.23% | New | 626 | $430K |
| Avaii Wealth Management, LLC | 0.13% | Add +25.4% | 623 | $428K |
| Nestegg Advisors, Inc. | 0.30% | Add +1.3% | 620 | $426K |
| Cascade Wealth Advisors, Inc | 0.17% | Add +0.2% | 600 | $426K |
| Two West Capital Advisors LLC | 0.21% | No change | 624 | $426K |
| Westwood Wealth Management | 0.12% | Add +22.5% | 620 | $426K |
| KRS Capital Management, LLC | 0.20% | Add +0.2% | 620 | $426K |
| Ullmann Wealth Partners Group, LLC | 0.04% | Add +18.4% | 619 | $425K |
| Glass Wealth Management Co LLC | 0.14% | Add +4.2% | 619 | $425K |
| Prentice Wealth Management LLC | 0.09% | No change | 619 | $425K |
| Sound Stewardship, LLC | 0.17% | Add +0.8% | 616 | $423K |
| BCO Wealth Management LLC | 0.23% | New | 616 | $423K |
| Ervin Investment Management, LLC | 0.23% | New | 616 | $423K |
| Team Hewins, LLC | 0.12% | Add +44.3% | 616 | $423K |
| Custos Family Office, LLC | 0.25% | Add +0.3% | 616 | $423K |
| Presidio Capital Management, LLC | 0.11% | Reduce -24.1% | 615 | $422K |
| Encompass More Asset Management | 0.06% | Add +3.7% | 614 | $422K |
| Butensky & Cohen Financial Security, Inc. | 0.10% | Reduce -0.7% | 614 | $422K |
| Mullooly Asset Management, Inc. | 0.13% | Reduce -6.0% | 613 | $422K |
| Klein Pavlis & Peasley Financial, Inc. | 0.22% | Add +0.2% | 613 | $421K |
| Tepp RIA, LLC | 0.28% | No change | 609 | $418K |
| Rosenberg Matthew Hamilton | 0.08% | No change | 607 | $417K |
| KFG Wealth Management, LLC | 0.05% | New | 605 | $416K |
| Ted Buchan & Co | 0.14% | Add +12.0% | 605 | $416K |
| Lincoln Capital LLC | 0.07% | Add +2.0% | 603 | $414K |
| PFG Private Wealth Management, LLC | 0.18% | Reduce -44.3% | 603 | $414K |
| Compass Capital Management, Inc. | 0.02% | New | 602 | $413K |
| Richard C. Young & CO., LTD. | 0.03% | Add +0.3% | 602 | $413K |
| Nabity-Jensen Investment Management Inc | 0.25% | Reduce -0.5% | 601 | $413K |
| Reyes Financial Architecture, Inc. | 0.23% | Reduce -50.7% | 601 | $413K |
| KTF Investments, LLC | 0.04% | Reduce -7.5% | 601 | $413K |
| Commonwealth Financial Services, LLC | 0.06% | Add +8.9% | 601 | $413K |
| Mycio Wealth Partners, LLC | 0.08% | Add +0.3% | 600 | $412K |
| Foundation Wealth Management, LLC\PA | 0.12% | New | 600 | $412K |
| Benin Management CORP | 0.08% | No change | 600 | $412K |
| Hilltop Partners LLC | 0.10% | Add +64.1% | 594 | $408K |
| Andina Capital Management, LLC | 0.67% | Reduce -10.0% | 593 | $407K |
| Laraway Financial Advisors Inc | 0.25% | No change | 592 | $407K |
| HBE Wealth Management, LLC | 0.29% | Add +6.7% | 591 | $406K |
| Adell Harriman & Carpenter Inc. | 0.02% | Add +3.3% | 591 | $406K |
| Pines Wealth Management, LLC | 0.12% | Reduce -1.7% | 590 | $405K |
| Fortis Group Advisors, LLC | 0.06% | No change | 590 | $405K |
| Ehrlich Financial Group | 0.21% | Add +18.0% | 589 | $405K |
| Scott & Selber, Inc. | 0.09% | No change | 589 | $405K |
| Mission Hills Financial Advisory, LLC | 0.18% | Add +46.1% | 589 | $404K |
| High Point Wealth Management, LLC | 0.34% | Add +1.2% | 588 | $404K |
| LVM Capital Management Ltd. | 0.03% | No change | 589 | $404K |
| Oak Family Advisors, LLC | 0.12% | Reduce -14.6% | 586 | $403K |
| Investment Partners Asset Management, Inc. | 0.22% | Add +0.9% | 586 | $402K |
| Wayfinding Financial, LLC | 0.15% | Reduce -10.7% | 586 | $402K |
| Abner Herrman & Brock LLC | 0.04% | Add +10.8% | 585 | $402K |
| Thompson David Blair | 0.20% | Reduce -37.8% | 583 | $400K |
| Karras Company, Inc. | 0.36% | Add +40.8% | 583 | $400K |
| Beacon Hill Wealth Management LTD. | 0.28% | — | 582 | $400K |
| Walker Financial Services, Inc. | 0.12% | Add +0.2% | 581 | $400K |
| Sachetta, LLC | 0.19% | Add +22.1% | 579 | $398K |
| OMNI 360 Wealth, Inc. | 0.18% | Add +1.1% | 578 | $397K |
| Johnson Bixby & Associates, LLC | 0.04% | New | 577 | $397K |
| Planning Center, Inc. | 0.04% | Add +31.4% | 577 | $396K |
| DDD Partners, LLC | 0.02% | Add +0.2% | 577 | $396K |
| Buska Wealth Management, LLC | 0.14% | Reduce -2.7% | 577 | $396K |
| Endowment Wealth Management, Inc. | 0.15% | Add +50.0% | 576 | $396K |
| Schmidt P J Investment Management Inc. | 0.06% | Reduce -12.6% | 575 | $395K |
| Capital Investment Counsel, Inc | 0.04% | Add +167.0% | 574 | $394K |
| Connors Investor Services Inc. | 0.03% | No change | 572 | $393K |
| Cpwa, LLC | 0.46% | No change | 571 | $392K |
| Argentarii, LLC | 0.12% | Reduce -13.9% | 553 | $392K |
| Winter & Associates, Inc. | 0.29% | Reduce -34.6% | 570 | $391K |
| Financial Solutions Advisory Group, Inc. | 0.05% | Reduce -1.7% | 566 | $391K |
| Seascape Capital Management | 0.09% | New | 569 | $391K |
| Peck Wealth Management, LLC | 0.33% | No change | 569 | $391K |
| E6 Portfolios, LLC | 0.31% | Add +8.4% | 569 | $391K |
| BDFS Capital LLC | 0.17% | Reduce -1.9% | 568 | $390K |
| Overbrook Management Corp | 0.06% | Add +4.6% | 568 | $390K |
| Cypress Capital, LLC | 0.11% | Add +0.3% | 567 | $389K |
| Conservest Capital Advisors, Inc. | 0.03% | No change | 566 | $389K |
| Bay Capital Advisors, LLC | 0.21% | No change | 565 | $388K |
| CNB Bank | 0.15% | No change | 565 | $388K |
| Prodigy Asset Management LLC | 0.12% | No change | 564 | $388K |
| VeraBank, N.A. | 0.06% | No change | 564 | $387K |
| Monument Capital Management | 0.08% | New | 562 | $386K |
| Cornerstone Enterprises, LLC | 0.18% | Reduce -2.4% | 561 | $386K |
| Paces Ferry Wealth Advisors, LLC | 0.14% | Add +5.0% | 562 | $386K |
| Fagan Associates, Inc. | 0.05% | Reduce -7.5% | 559 | $384K |
| Cedar Point Capital Partners, LLC | 0.22% | Add +37.3% | 556 | $382K |
| Ayrshire Capital Management LLC | 0.18% | No change | 556 | $382K |
| Clarkston Capital Partners, LLC | 0.03% | No change | 556 | $382K |
| Forty-three Eighteen Advisors, LLC | 0.26% | No change | 556 | $382K |
| Searle & Co. | 0.09% | Add +37.0% | 555 | $381K |
| Simmons Bank | 0.02% | Add +45.8% | 554 | $380K |
| Rockport Wealth LLC | 0.06% | No change | 553 | $380K |
| Ahara Advisors LLC | 0.26% | Add +14.3% | 552 | $379K |
| Courage Miller Partners, LLC | 0.10% | Reduce -13.6% | 552 | $379K |
| Copley Financial Group, Inc. | 0.23% | Reduce -6.1% | 550 | $378K |
| RWQ Financial Management Services, Inc. | 0.18% | Add +37.5% | 550 | $378K |
| Great Waters Wealth Management | 0.04% | Add +16.3% | 550 | $378K |
| Hager Investment Management Services, LLC | 0.17% | No change | 549 | $377K |
| Liberty Atlantic Advisors LLC | 0.27% | Add +2.4% | 548 | $376K |
| NDWM LLC | 0.22% | New | 547 | $375K |
| E-Wealth Partners, LLC | 0.27% | Reduce -43.8% | 546 | $375K |
| ARK & TLK Investments, LLC | 0.09% | Reduce -2.7% | 546 | $375K |
| Wagner Wealth Management, LLC | 0.07% | Add +79.0% | 546 | $375K |
| CMG Global Holdings, LLC | 0.16% | New | 546 | $375K |
| L. Roy Papp & Associates, LLP | 0.04% | Add +0.4% | 545 | $374K |
| BOS Asset Management, LLC | 0.09% | New | 543 | $373K |
| Vermillion & White Wealth Management Group, LLC | 0.19% | Reduce -3.4% | 542 | $372K |
| Arkansas Financial Group, Inc. | 0.05% | No change | 542 | $372K |
| Benson Investment Management Company, Inc. | 2.13% | Add +4.0% | 542 | $372K |
| ESL Trust Services, LLC | 0.06% | Add +23.5% | 542 | $372K |
| Fourth Dimension Wealth, LLC | 0.12% | Add +120.0% | 539 | $370K |
| HMV Wealth Advisors, LLC | 0.14% | New | 538 | $370K |
| Hedeker Wealth, LLC | 0.07% | Reduce -6.5% | 537 | $369K |
| Copia Wealth Management | 0.22% | Add +143.0% | 537 | $369K |
| Private Capital Advisors, Inc. | 0.03% | No change | 535 | $367K |
| Atlantic Private Wealth, LLC | 0.22% | No change | 534 | $367K |
| Paragon Capital Management Ltd | 0.07% | Reduce -15.1% | 533 | $366K |
| Novak & Powell Financial Services, Inc. | 0.17% | No change | 532 | $365K |
| Patton Fund Management, Inc. | 0.08% | No change | 530 | $364K |
| Cornerstone Advisors Asset Management, LLC | 0.05% | Add +5.6% | 530 | $364K |
| Access Financial Services, Inc. | 0.12% | Add +4.3% | 529 | $363K |
| Tulsa Wealth Advisors, INC | 0.05% | Add +4.8% | 529 | $363K |
| Emergent Wealth Advisors, LLC | 0.19% | No change | 528 | $363K |
| Emerald Investment Advisers, LLC | 0.02% | No change | 527 | $362K |
| Semus Wealth Partners LLC | 0.17% | Add +0.2% | 527 | $362K |
| Lunt Capital Management, Inc. | 0.13% | Add +0.8% | 525 | $361K |
| Rogco, LP | 0.11% | No change | 525 | $361K |
| SVRN Asset Management, LLC | 0.18% | No change | 524 | $360K |
| Higgins & Schmidt Wealth Strategies LLC | 0.15% | No change | 524 | $360K |
| Aurdan Capital Management, LLC | 0.09% | No change | 524 | $360K |
| Moller Wealth Partners | 0.06% | No change | 520 | $357K |
| Patten Group, Inc. | 0.06% | Reduce -22.4% | 520 | $357K |
| Parkside Investments, LLC | 0.04% | No change | 516 | $354K |
| Silver Oak Wealth Advisors Services, LLC | 0.21% | Reduce -13.4% | 515 | $354K |
| Hamilton Wealth, LLC | 0.06% | New | 515 | $354K |
| Quintet Private Bank (Europe) S.A. | 0.02% | New | 515 | $354K |
| Bullock Wealth Management Group | 0.15% | Add +73.4% | 515 | $353K |
| Westchester Capital Management, Inc. | 0.06% | Reduce -5.3% | 514 | $353K |
| Atlas Wealth LLC | 0.06% | New | 514 | $353K |
| Keenan, LLC | 0.25% | New | 514 | $353K |
| TopTier Wealth Management, LLC | 0.21% | No change | 513 | $352K |
| Hofer & Associates. Inc | 0.17% | No change | 513 | $352K |
| Boulder Wealth Advisors, LLC | 0.13% | No change | 513 | $352K |
| Gen-Wealth Partners Inc | 0.10% | No change | 512 | $352K |
| Opus Financial Solutions LLC | 0.28% | New | 512 | $352K |
| Toews Corp. | 0.05% | New | 512 | $352K |
| VCI Wealth Management LLC | 0.09% | New | 510 | $350K |
| Estate Planners Group, LLC | 0.16% | Reduce -7.3% | 509 | $350K |
| New Perspectives, Inc | 0.11% | No change | 509 | $350K |
| 9823 Capital, L.P. | 0.24% | New | 509 | $349K |
| Motco | 0.03% | Reduce -5.2% | 507 | $348K |
| Pinnacle Wealth Management Group, Inc. | 0.16% | No change | 506 | $348K |
| W Advisors, LLC | 0.16% | Add +0.4% | 506 | $348K |
| Harpswell Capital Advisors, LLC | 0.22% | Reduce -2.9% | 506 | $348K |
| M1 Capital Management LLC | 0.13% | Reduce -20.4% | 505 | $347K |
| Birchcreek Wealth Management, LLC | 0.14% | Add +14.5% | 505 | $347K |
| William John Sempolinski | 0.14% | No change | 503 | $345K |
| Lebenthal Global Advisors, LLC | 0.05% | Reduce -0.2% | 503 | $345K |
| Burke & Herbert Bank & Trust Co. | 0.09% | New | 502 | $345K |
| Balyasny Asset Management L.P. | 0.00% | New | 502 | $345K |
| Archvest Wealth Advisors, Inc. | 0.20% | Add +15.2% | 501 | $344K |
| East Coast Asset Management, LLC. | 0.10% | No change | 500 | $343K |
| Oak Grove Capital LLC | 0.03% | New | 500 | $343K |
| Allodium Investment Consultants, LLC | 0.15% | No change | 498 | $342K |
| Joule Financial, LLC | 0.09% | No change | 497 | $341K |
| Roman Butler Fullerton & Co. | 0.08% | Add +47.0% | 494 | $340K |
| Asempa Wealth Advisors | 0.26% | Add +0.2% | 495 | $340K |
| Valley National Advisers Inc. | 0.04% | No change | 495 | $340K |
| Isthmus Partners, LLC | 0.03% | New | 495 | $340K |
| Sacks & Associates, LLC | 0.23% | Add +3.8% | 488 | $340K |
| Guidance Capital, Inc. | 0.07% | Reduce -0.2% | 492 | $339K |
| WMG Financial Advisors, LLC | 0.13% | Add +3.4% | 494 | $339K |
| Clarendon Private LLC | 0.22% | Add +0.2% | 493 | $339K |
| Legacy Wealth Management, LLC | 0.02% | No change | 493 | $339K |
| Towerpoint Wealth, LLC | 0.12% | New | 493 | $339K |
| Reynders McVeigh Capital Management, LLC | 0.01% | Reduce -27.5% | 492 | $338K |
| Portfolio Strategies, Inc. | 0.03% | Add +1.4% | 491 | $337K |
| KKM Financial LLC | 0.05% | Reduce -28.7% | 490 | $337K |
| Independent Wealth Advisors LLC | 0.30% | Reduce -4.7% | 490 | $336K |
| IFC & Insurance Marketing, Inc. | 0.30% | New | 489 | $336K |
| LWM Advisory Services, LLC | 0.60% | No change | 489 | $336K |
| West Branch Capital LLC | 0.08% | Add +113.1% | 488 | $335K |
| Three Arch Wealth Management LLC | 0.05% | Add +6.3% | 488 | $335K |
| Post Resch Tallon Group Inc. | 0.23% | New | 486 | $334K |
| MB Generational Wealth, LLC | 0.16% | No change | 486 | $334K |
| Octavia Wealth Advisors, LLC | 0.03% | Reduce -32.1% | 482 | $331K |
| Nichols & Pratt Advisers LLP | 0.02% | New | 482 | $331K |
| Horizon Wealth Management, LLC | 0.04% | Add +0.2% | 481 | $330K |
| Curio Wealth, LLC | 0.10% | No change | 480 | $330K |
| SKY-Mountain Capital Management, Inc. | 0.24% | Add +35.4% | 478 | $328K |
| Pacific Wealth Management | 0.15% | Reduce -1.9% | 478 | $328K |
| McNamara Financial Services, Inc. | 0.06% | Add +1.5% | 477 | $328K |
| Waycross Investment Management Co | 0.25% | No change | 476 | $327K |
| RDA Financial Network | 0.07% | Reduce -5.4% | 474 | $325K |
| Strategic Equity Management | 0.11% | No change | 473 | $325K |
| Centerpoint Advisors, LLC | 0.09% | No change | 473 | $325K |
| O'ROURKE & COMPANY, Inc | 0.11% | Add +0.8% | 472 | $324K |
| Aire Advisors, LLC | 0.05% | Add +6.3% | 472 | $324K |
| Blue Fin Capital, Inc. | 0.05% | Add +0.4% | 471 | $324K |
| Key Capital Management, INC | 0.17% | Add +56.0% | 471 | $324K |
| Hilltop Wealth Advisors, LLC | 0.16% | No change | 471 | $323K |
| Yardley Wealth Management LLC | 0.15% | Reduce -4.3% | 470 | $323K |
| Alternative Investment Advisors, LLC. | 0.12% | Add +15.6% | 468 | $322K |
| Stolper Co | 0.08% | Reduce -98.5% | 469 | $322K |
| Whipplewood Advisors, LLC | 0.22% | Reduce -1.1% | 468 | $321K |
| Riverwater Partners LLC | 0.10% | Reduce -0.2% | 467 | $321K |
| Shum Financial Group, Inc. | 0.19% | New | 467 | $320K |
| Fairfield, Bush & Co. | 0.16% | Reduce -1.1% | 465 | $320K |
| Adkins Seale Capital Management LLC | 0.28% | Add +1.1% | 464 | $319K |
| CPA Asset Management Group, LLC | 0.09% | Reduce -47.3% | 463 | $318K |
| Platt Investment Counsel, LLC | 0.21% | No change | 463 | $318K |
| Fluent Financial, LLC | 0.11% | No change | 463 | $318K |
| Salus Financial Advisors, LLC | 0.16% | Reduce -1.7% | 460 | $316K |
| Riverstone Advisors, LLC | 0.13% | No change | 460 | $316K |
| Elite Wealth Management, Inc. | 0.09% | Add +1.3% | 460 | $316K |
| Independent Solutions Wealth Management, LLC | 0.04% | Add +20.8% | 458 | $315K |
| PSI Advisors, LLC | 0.07% | New | 458 | $314K |
| OakTrust Wealth Advisors, LLC | 0.27% | Add +0.2% | 458 | $314K |
| Morse Asset Management, Inc | 0.05% | Reduce -14.9% | 457 | $314K |
| Darden Wealth Group Inc | 0.12% | Add +1.1% | 457 | $314K |
| TRB Wealth Management, LLC | 0.04% | Add +25.3% | 456 | $313K |
| Rodgers & Associates, LTD | 0.03% | Reduce -7.3% | 456 | $313K |
| Wealth Quarterback LLC | 0.10% | New | 454 | $312K |
| Golden Bell Financial Planning LLC | 0.23% | No change | 453 | $311K |
| Windsor Capital Management, LLC | 0.08% | No change | 453 | $311K |
| Prudent Investors Network, Inc. | 0.06% | No change | 453 | $311K |
| ARS Investment Partners, LLC | 0.01% | No change | 451 | $310K |
| DUTCH ASSET Corp | 0.15% | Add +4.4% | 449 | $309K |
| Ramirez Asset Management, Inc. | 0.03% | No change | 448 | $308K |
| Entrewealth, LLC | 0.11% | New | 435 | $307K |
| Silvia McColl Wealth Management, LLC | 0.18% | Add +1.6% | 447 | $307K |
| VELA Investment Management, LLC | 0.08% | Add +3.0% | 446 | $307K |
| Harvest Investment Services, LLC | 0.05% | Reduce -4.1% | 446 | $306K |
| Retirement Investment Advisors, Inc. | 0.02% | Add +2.3% | 444 | $305K |
| Tempus Wealth Planning, LLC | 0.06% | No change | 444 | $305K |
| Core Wealth Advisors, LLC | 0.22% | Add +0.2% | 444 | $305K |
| Maltin Wealth Management, Inc. | 0.10% | Add +1.1% | 444 | $305K |
| Flagship Private Wealth, LLC | 0.11% | Add +0.2% | 440 | $303K |
| Bayshore Asset Management, LLC | 0.11% | Add +1.6% | 439 | $302K |
| Greater Midwest Financial Group, LLC | 0.15% | No change | 439 | $302K |
| Sunrise Financial Services, LLC | 0.18% | No change | 439 | $302K |
| Encompass Wealth Advisors, LLC | 0.09% | New | 439 | $301K |
| Meritas Wealth Management, LLC | 0.12% | Add +0.2% | 438 | $301K |
| WealthPLAN Partners, LLC | 0.06% | Add +6.0% | 438 | $301K |
| Rather & Kittrell, Inc. | 0.04% | Reduce -22.0% | 437 | $300K |
| Sawgrass Asset Management LLC | 0.04% | No change | 437 | $300K |
| Hidden Cove Wealth Management, LLC | 0.16% | Reduce -14.7% | 435 | $299K |
| Hippocratic Financial Advisors, LLC | 0.11% | New | 434 | $298K |
| Cascade Investment Group, Inc. | 0.17% | New | 433 | $297K |
| Old North State Trust, LLC | 0.15% | New | 433 | $297K |
| J. L. Bainbridge & Co., Inc. | 0.02% | Reduce -3.6% | 432 | $297K |
| Keystone Financial Services | 0.08% | Reduce -53.9% | 432 | $297K |
| Bull Oak Capital, LLC | 0.10% | Add +0.9% | 431 | $296K |
| Kinetic Wealth Investment Advisors LLC | 0.14% | — | 430 | $296K |
| Altus Wealth Group LLC | 0.11% | No change | 430 | $295K |
| James Reed Financial Services, Inc. | 0.23% | No change | 430 | $295K |
| ZEGA Investments, LLC | 0.05% | Reduce -7.5% | 430 | $295K |
| Almanack Investment Partners, LLC. | 0.04% | New | 429 | $295K |
| Gray Private Wealth, LLC | 0.13% | Add +6.2% | 429 | $294K |
| Greykasell Wealth Strategies, Inc. | 0.11% | Add +0.2% | 428 | $294K |
| SevenBridge Financial Group, LLC | 0.04% | Add +2.5% | 413 | $294K |
| Kuhn & Co Investment Counsel | 0.17% | No change | 427 | $293K |
| Red Reef Advisors LLC | 0.27% | Reduce -7.0% | 427 | $293K |
| Monetary Solutions, Ltd | 0.25% | Add +2.4% | 426 | $293K |
| Imprint Wealth LLC | 1.19% | Add +1.9% | 426 | $293K |
| Kennebec Savings Bank | 0.23% | Add +2.6% | 426 | $293K |
| New World Advisors LLC | 0.05% | No change | 426 | $293K |
| Leeward Financial Partners, LLC | 0.08% | Reduce -9.0% | 426 | $292K |
| Paulson Wealth Management Inc. | 0.06% | Add +2.9% | 426 | $292K |
| Matrix Private Capital Group LLC | 0.13% | Add +2.4% | 423 | $291K |
| Capital Counsel LLC | 0.01% | Reduce -33.2% | 423 | $291K |
| Bravias Capital Group, LLC | 0.17% | Add +6.0% | 423 | $290K |
| S&co Inc. | 0.02% | No change | 423 | $290K |
| Wealth Preservation Advisors, LLC | 0.17% | No change | 422 | $290K |
| Signet Private Wealth LLC | 0.23% | New | 422 | $290K |
| Strid Group, LLC | 0.03% | Reduce -20.4% | 421 | $289K |
| Riggs Asset Managment Co. Inc. | 0.05% | Add +0.5% | 420 | $288K |
| American Financial Advisors, LLC | 0.03% | Reduce -16.9% | 419 | $288K |
| PUREfi Wealth, LLC | 0.16% | Add +3.0% | 419 | $288K |
| Decker Wealth Management LLC | 0.06% | Add +3.7% | 419 | $288K |
| Gratus Wealth Advisors, LLC | 0.04% | No change | 418 | $287K |
| Armstrong Henry H Associates Inc. | 0.03% | Add +23.3% | 418 | $287K |
| Christine Messmer PC | 0.16% | Add +0.2% | 418 | $287K |
| Avise Financial Cooperative, Inc. | 0.20% | Add +1.0% | 417 | $287K |
| Arta Finance Wealth Management LLC | 0.12% | New | 417 | $286K |
| Seaview Investment Managers LLC | 0.09% | Reduce -3.5% | 417 | $286K |
| Variant Private Wealth, LLC | 0.32% | Add +0.2% | 417 | $286K |
| Wall Capital Group, Inc. | 0.23% | Reduce -2.8% | 417 | $286K |
| Sicart Associates LLC | 0.07% | No change | 416 | $286K |
| Private Management Group Inc. | 0.01% | Add +1.0% | 415 | $285K |
| Innealta Capital, LLC | 0.15% | Add +15.0% | 414 | $284K |
| Westside Investment Management, Inc. | 0.04% | No change | 414 | $284K |
| Northside Capital Management, LLC | 0.02% | No change | 413 | $284K |
| Financial Guidance Group, Inc. | 0.11% | No change | 413 | $284K |
| Core Wealth Management, Inc. | 0.08% | Add +3.0% | 413 | $284K |
| Cypress Capital Group | 0.03% | New | 412 | $283K |
| Seneca Financial Advisors LLC | 0.07% | No change | 411 | $282K |
| Greenwood Capital Associates LLC | 0.03% | Reduce -84.3% | 411 | $282K |
| Samlyn Capital, LLC | 0.00% | Add +3.5% | 410 | $282K |
| Traub Capital Management LLC | 0.25% | Reduce -3.3% | 409 | $281K |
| Daytona Street Capital LLC | 0.20% | No change | 403 | $279K |
| Affinity Wealth Management LLC | 0.04% | Reduce -8.3% | 406 | $279K |
| Steadtrust LLC | 0.14% | New | 406 | $279K |
| Harbour Wealth Management Group, Inc. | 0.19% | Reduce -0.3% | 406 | $279K |
| S.E.E.D. Planning Group LLC | 0.07% | Add +6.6% | 404 | $277K |
| MN Wealth Advisors, LLC | 0.12% | New | 403 | $277K |
| RMR Capital Management, LLC | 0.19% | Add +4.1% | 403 | $277K |
| Powell Investment Advisors, LLC | 0.09% | Reduce -7.8% | 403 | $277K |
| Orleans Capital Management Corp. | 0.14% | No change | 403 | $277K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 402 | $276K |
| Verisail Partners, LLC | 0.10% | Add +1.8% | 402 | $276K |
| Accordant Advisory Group Inc | 0.19% | Reduce -27.9% | 400 | $275K |
| Bright Futures Wealth Management, LLC. | 0.18% | Add +6.4% | 400 | $275K |
| General Partner, Inc. | 0.15% | No change | 400 | $275K |
| Fogel Capital Management, Inc. | 0.11% | Reduce -2.9% | 400 | $275K |
| Jacobson & Schmitt Advisors, LLC | 0.04% | No change | 399 | $274K |
| Brown Miller Wealth Management, LLC | 0.07% | Reduce -1.5% | 399 | $274K |
| Cane Capital Partners, LLC | 0.11% | No change | 396 | $272K |
| Hapanowicz & Associates Financial Services, Inc | 0.08% | New | 396 | $272K |
| Hiley Hunt Wealth Management | 0.11% | Add +9.1% | 395 | $271K |
| Satovsky Asset Management LLC | 0.04% | Add +0.3% | 394 | $271K |
| Cowa, LLC | 0.07% | No change | 394 | $271K |
| Financial Alternatives, Inc | 0.13% | New | 392 | $269K |
| Field & Main Bank | 0.06% | Add +1.0% | 391 | $269K |
| Dempze Nancy E | 0.13% | No change | 390 | $268K |
| Carr Financial Group Corp | 0.06% | Add +0.8% | 389 | $267K |
| Howard Bailey Securities, LLC | 0.10% | Reduce -2.8% | 388 | $266K |
| Napier Financial, LLC | 0.06% | Add +4.6% | 387 | $266K |
| JSF Financial, LLC | 0.04% | New | 387 | $266K |
| Nalls Sherbakoff Group, LLC | 0.19% | Reduce -40.5% | 385 | $264K |
| Planwiser Financial, LLC | 0.18% | No change | 384 | $264K |
| Fischer Investment Strategies, LLC | 0.13% | New | 382 | $262K |
| Alpha Zero LLC | 0.10% | Reduce -72.3% | 380 | $262K |
| Poinciana Advisors Group, LLC | 0.19% | No change | 382 | $262K |
| Grove Street Fiduciary, LLC | 0.11% | No change | 382 | $262K |
| Centennial Advisors, LLC | 0.31% | Reduce -12.0% | 381 | $262K |
| Adaptive Financial Consulting, LLC | 0.09% | New | 381 | $262K |
| Pacific Sage Partners, LLC | 0.04% | No change | 381 | $262K |
| Cogent Strategic Wealth LLC | 0.25% | No change | 380 | $261K |
| Henderson Brothers Financial Partners, LLC | 0.12% | Reduce -51.3% | 380 | $261K |
| Heritage Oak Wealth Advisors LLC | 0.08% | New | 379 | $260K |
| Signature Wealth Management Partners, LLC | 0.12% | Reduce -1.1% | 378 | $260K |
| Arbor Trust Wealth Advisors, LLC | 0.10% | Reduce -7.1% | 377 | $259K |
| Addison Advisors LLC | 0.12% | Reduce -74.0% | 376 | $258K |
| Baskin Financial Services Inc. | 0.02% | New | 375 | $258K |
| Ramsay, Stattman, Vela & Price, Inc. | 0.05% | Reduce -7.2% | 375 | $257K |
| Silver Oak Advisory Group, Inc. | 0.10% | New | 376 | $257K |
| Valicenti Advisory Services Inc. | 0.05% | No change | 374 | $257K |
| MRWM Advisors, LLC | 0.11% | Reduce -5.3% | 374 | $257K |
| Live Oak Private Wealth LLC | 0.03% | Reduce -4.3% | 374 | $257K |
| Arvest Bank Trust Division | 0.01% | Add +2.2% | 374 | $257K |
| McGlone Suttner Wealth Management, Inc. | 0.03% | Reduce -18.0% | 373 | $256K |
| M Wealth Management, LLC | 0.20% | Add +6.3% | 372 | $255K |
| DRW Securities, LLC | 0.02% | New | 372 | $255K |
| M. Kulyk & Associates, LLC | 0.04% | New | 371 | $255K |
| Sollinda Capital Management LLC | 0.05% | New | 370 | $254K |
| Inlight Wealth Management, LLC | 0.08% | Reduce -1.3% | 369 | $254K |
| Noble Family Wealth, LLC | 0.05% | New | 369 | $253K |
| Altiora Financial Group, LLC | 0.04% | Reduce -0.5% | 367 | $252K |
| Montis Financial, LLC | 0.05% | Reduce -3.4% | 365 | $251K |
| Mainsail Asset Management, LLC | 0.10% | No change | 366 | $250K |
| Wills Financial Group LLC | 0.09% | No change | 364 | $250K |
| Randolph Co Inc | 0.02% | Reduce -1.4% | 363 | $249K |
| Sherman Wealth Management LLC | 0.19% | New | 363 | $249K |
| Mason & Associates, LLC | 0.05% | No change | 362 | $249K |
| Union Savings Bank | 0.10% | No change | 362 | $249K |
| Swisher Financial Concepts, Inc. | 0.16% | Reduce -45.6% | 362 | $248K |
| Trexquant Investment LP | 0.00% | Reduce -9.1% | 361 | $248K |
| Price Financial Group Wealth Management, Inc | 4.10% | Add +0.3% | 358 | $246K |
| Wealthgarden F.S. LLC | 0.14% | New | 358 | $246K |
| Fusion Capital, LLC | 0.06% | New | 358 | $246K |
| Seneca House Advisors | 0.09% | Reduce -32.1% | 357 | $245K |
| Boomfish Wealth Group, LLC | 0.11% | Add +1.7% | 357 | $245K |
| Sonoma Private Wealth LLC | 0.26% | Add +0.3% | 356 | $244K |
| Compass Financial Group, Inc. | 0.10% | No change | 355 | $244K |
| Protective Life Corp. | 1.74% | No change | 354 | $243K |
| Tailwinds Wealth, LLC | 0.14% | New | 354 | $243K |
| Dynamic Financial Group | 0.18% | Add +2.0% | 353 | $243K |
| Councilor Wealth, LLC | 0.10% | New | 352 | $242K |
| Prudent Man Investment Management, Inc. | 0.08% | No change | 386 | $242K |
| Oakmont Investment Advisors, Inc. | 0.17% | Reduce -8.8% | 352 | $242K |
| CBIZ Investment Advisory Services, LLC | 0.01% | No change | 405 | $242K |
| Rock Point Advisors, LLC | 0.06% | No change | 352 | $242K |
| Berry Wealth Group, LP | 0.78% | New | 352 | $242K |
| Montz Harcus Wealth Management LLC | 0.09% | New | 352 | $242K |
| Chung Wu Investment Group, LLC | 0.16% | Add +133.3% | 350 | $240K |
| GLR Partners, LLC | 0.11% | New | 350 | $240K |
| Warner Group LLC | 0.06% | New | 350 | $240K |
| Cadinha & Co. LLC | 0.04% | Add +0.3% | 350 | $240K |
| Pin Oak Investment Advisors Inc. | 0.17% | No change | 349 | $240K |
| Atlas Brown,Inc. | 0.06% | Add +1.4% | 349 | $240K |
| Castle Rock Wealth Management, LLC | 0.05% | New | 349 | $239K |
| Peddock Capital Advisors, LLC | 0.05% | New | 347 | $238K |
| Beacon Financial Strategies CORP | 0.12% | Add +74.2% | 345 | $237K |
| Hummer Financial Advisory Services Inc | 0.16% | No change | 345 | $237K |
| Intergy Private Wealth, LLC | 0.05% | Add +0.3% | 345 | $237K |
| Wealth Analytics Partners, LLC | 0.09% | Reduce -2.8% | 342 | $236K |
| Chatham Capital Group, Inc. | 0.03% | New | 343 | $236K |
| WJ Financial Advisors LLC | 0.17% | New | 343 | $236K |
| Provident Wealth Management, LLC | 0.06% | No change | 343 | $236K |
| Investment Partners, LTD. | 0.07% | New | 343 | $236K |
| Stewardship Concepts Financial Services LLC | 0.16% | Reduce -1.4% | 342 | $235K |
| First National Bank of Hutchinson | 0.13% | New | 342 | $235K |
| ONE Advisory Partners, LLC | 0.06% | Reduce -6.6% | 341 | $234K |
| FORM Wealth Advisors, LLC | 0.03% | Reduce -19.9% | 341 | $234K |
| American Money Management, LLC | 0.03% | Reduce -0.6% | 341 | $234K |
| Beaton Management Co. Inc. | 0.10% | No change | 340 | $234K |
| BKM Wealth Management, LLC | 0.08% | Reduce -29.8% | 340 | $234K |
| Jeter Robert S II | 0.22% | No change | 336 | $233K |
| Caxton Corp. | 12.58% | New | 339 | $233K |
| Tenzing Financial LLC | 0.16% | Reduce -5.6% | 336 | $232K |
| Miramar Capital, LLC | 0.05% | New | 337 | $231K |
| McCartney Wealth Management LLC | 0.18% | Add +0.3% | 337 | $231K |
| Mindset Wealth Management, LLC | 0.04% | No change | 336 | $231K |
| HRC Wealth Management, LLC | 0.09% | New | 335 | $230K |
| Brown Financial Advisory | 0.10% | New | 335 | $230K |
| Tilson Financial Group, Inc. | 0.06% | New | 335 | $230K |
| Outfitters Financial LLC | 0.16% | New | 334 | $229K |
| NBZ Investment Advisors LLC | 0.09% | No change | 333 | $229K |
| IAM Advisory, LLC | 0.04% | New | 333 | $229K |
| Thompson Investment Management, Inc. | 0.03% | Add +0.3% | 332 | $228K |
| Wood Tarver Financial Group, LLC | 0.05% | New | 333 | $228K |
| Tiemann Investment Advisors, LLC | 0.08% | No change | 331 | $227K |
| Triune Financial Partners, LLC | 0.05% | Reduce -3.2% | 330 | $227K |
| Cosner Financial Group, LLC | 0.12% | New | 330 | $227K |
| Dean, Jacobson Financial Services, LLC | 0.12% | Reduce -2.1% | 329 | $226K |
| Briaud Financial Planning Inc | 0.06% | New | 329 | $226K |
| PCB Capital LLC | 0.27% | Reduce -7.9% | 328 | $225K |
| Sterling Financial Planning, Inc. | 0.06% | Reduce -2.7% | 328 | $225K |
| Elyxium Wealth, LLC | 0.02% | New | 328 | $225K |
| Waterford Advisors, LLC | 0.06% | Reduce -15.5% | 327 | $225K |
| Global Trust Wealth Management LLC | 0.15% | Reduce -14.4% | 326 | $224K |
| Financial Management Professionals, Inc. | 0.02% | Add +15.6% | 326 | $224K |
| Old Mission Investment Co LLC | 0.05% | New | 326 | $224K |
| Cushing Capital Partners, LLC | 0.15% | Reduce -38.3% | 326 | $224K |
| Portfolio Resources Advisor Group, Inc. | 0.19% | Reduce -23.5% | 325 | $223K |
| American State Bank (Iowa) | 0.09% | New | 325 | $223K |
| Capital Planning LLC | 0.06% | Reduce -10.0% | 324 | $223K |
| Highland Investment Advisors LLC | 0.10% | — | 323 | $222K |
| Auxano Advisors, LLC | 0.04% | Reduce -21.2% | 323 | $222K |
| Balanced Rock Investment Advisors LLC | 0.14% | New | 322 | $221K |
| Fca Corp. | 0.05% | New | 321 | $220K |
| Eaton-Cambridge Inc. | 0.06% | New | 321 | $220K |
| O'Keefe Stevens Advisory, Inc. | 0.05% | New | 321 | $220K |
| Atlas Private Wealth Advisors | 0.05% | New | 321 | $220K |
| Alessandra Capital Management, LLC | 0.16% | New | 320 | $220K |
| Mission Financial Group, LLC | 0.18% | — | 320 | $220K |
| Kings Path Partners LLC | 0.06% | Add +3.6% | 319 | $219K |
| Corrado Advisors, LLC | 0.10% | New | 316 | $217K |
| Johnson & White Wealth Management, LLC | 0.08% | New | 315 | $216K |
| Lifelong Wealth Advisors, Inc. | 0.05% | New | 315 | $216K |
| Hibernia Wealth Partners, LLC | 0.12% | Reduce -49.8% | 314 | $215K |
| Investment Management Trust, LLC | 0.19% | New | 313 | $215K |
| SWP Financial LLC | 0.10% | New | 312 | $214K |
| WealthTrust Axiom LLC | 0.05% | New | 311 | $214K |
| OmniStar Financial Group, Inc. | 0.10% | New | 311 | $214K |
| Tranquilli Financial Advisor LLC | 0.11% | New | 311 | $214K |
| Nvest Financial, LLC | 0.07% | New | 310 | $213K |
| Trailhead Planners LLC | 0.21% | New | 310 | $213K |
| Trademark Financial Management, LLC | 0.09% | New | 310 | $213K |
| New Harbor Financial Group, LLC | 0.03% | Reduce -7.8% | 309 | $212K |
| Everpar Advisors LLC | 0.06% | New | 308 | $212K |
| Guidance Point Advisors, LLC | 0.05% | New | 307 | $212K |
| MBE Wealth Management, LLC | 0.07% | New | 308 | $212K |
| Red Wave Investments LLC | 0.05% | New | 308 | $212K |
| WESPAC Advisors SoCal, LLC | 0.04% | Reduce -16.3% | 308 | $211K |
| Certior Financial Group, LLC | 0.12% | New | 307 | $211K |
| Paradigm Capital Management, LLC | 0.18% | New | 307 | $211K |
| Shah Wealth Advisors, LLC | 0.05% | — | 307 | $211K |
| Talisman Wealth Advisors LLC | 0.16% | New | 307 | $211K |
| DWM Financial Group, Inc. | 0.19% | — | 336 | $210K |
| Clearwater Capital Advisors, LLC | 0.02% | New | 306 | $210K |
| North Berkeley Wealth Management, LLC | 0.09% | New | 306 | $210K |
| Dorato Capital Management | 0.14% | Reduce -2.3% | 302 | $210K |
| Veltria Advisors Corp. | 0.64% | New | 304 | $209K |
| Seven Post Investment Office LP | 0.06% | New | 304 | $209K |
| John A. Wolfe & Associates, Inc. | 0.29% | No change | 303 | $208K |
| Semitam Bonam LLC | 0.15% | New | 303 | $208K |
| Anderson Financial Strategies, LLC | 0.11% | Reduce -29.3% | 294 | $208K |
| Bernard Wealth Management Corp. | 0.08% | Add +49.8% | 301 | $207K |
| Davis Capital Management | 0.12% | No change | 301 | $207K |
| Barlow Wealth Partners, LLC | 0.02% | New | 301 | $206K |
| Dodge & Cox | 0.00% | New | 300 | $206K |
| Annandale Capital, LLC | 0.03% | New | 300 | $206K |
| Garner Asset Management Corp | 0.07% | New | 300 | $206K |
| Bauman Advisory Group, LLC | 0.11% | New | 299 | $205K |
| BAM Wealth Management, LLC | 0.13% | New | 298 | $205K |
| Stonehearth Capital Management, LLC | 0.07% | Reduce -70.2% | 297 | $204K |
| Cardinal Capital Management | 0.02% | No change | 297 | $204K |
| Lantz Financial LLC | 0.04% | New | 296 | $204K |
| Congress Park Capital LLC | 0.05% | New | 296 | $203K |
| Knuff & Co LLC | 0.05% | No change | 296 | $203K |
| Advocate Group LLC | 0.03% | New | 295 | $203K |
| Wealthcare Capital Partners, LLC | 0.08% | New | 295 | $203K |
| Roxbury Financial LLC | 0.16% | Add +1.4% | 295 | $202K |
| Eagle Bluffs Wealth Management LLC | 0.07% | New | 293 | $201K |
| Retirement Management Systems Inc. | 0.04% | New | 292 | $200K |
| Turner Financial Group, Inc. | 0.20% | — | 292 | $200K |
| Elevation Wealth Partners, LLC | 0.06% | Add +21.3% | 290 | $199K |
| TOP Private Wealth LLC. | 0.18% | — | 280 | $193K |
| Aspect Partners, LLC | 0.07% | No change | 280 | $192K |
| Tanglewood Legacy Advisors, LLC | 0.06% | Reduce -41.8% | 278 | $191K |
| Cornerstone Financial Management LLC | 0.15% | No change | 270 | $185K |
| Optiver Holding B.V. | 0.00% | Reduce -96.3% | 269 | $185K |
| REAP Financial Group, LLC | 0.03% | Add +10.7% | 269 | $185K |
| Your Advocates Ltd., LLP | 0.05% | Reduce -6.4% | 264 | $181K |
| Frisco Financial Planning LLC | 0.14% | Add +0.4% | 263 | $180K |
| Rowlandmiller & Partners.adv | 0.03% | Add +10.2% | 260 | $179K |
| Game Plan Financial Advisors, LLC | 0.07% | Add +27.9% | 252 | $173K |
| Creative Capital Management Investments LLC | 0.04% | Add +176.7% | 249 | $171K |
| Family Legacy Financial Solutions, LLC | 0.10% | New | 234 | $161K |
| Marshall & Sterling Wealth Advisors Inc. | 0.09% | Add +5.0% | 232 | $159K |
| POM Investment Strategies, LLC | 0.18% | Reduce -26.9% | 231 | $159K |
| Wallace Hart LLC | 0.10% | No change | 230 | $158K |
| Chelsea Counsel Co. | 0.07% | No change | 228 | $157K |
| Frankly Finances, LLC | 0.12% | No change | 220 | $151K |
| Breakwater Investment Management | 0.05% | No change | 219 | $150K |
| Westend Capital Management, LLC | 0.03% | Add +107.8% | 212 | $146K |
| Ironwood Wealth Management, LLC. | 0.03% | Reduce -26.5% | 211 | $145K |
| Miller Capital Partners, Inc. | 0.06% | Add +12.4% | 208 | $143K |
| Legal & General Group Plc | 0.00% | No change | 205 | $141K |
| McMillan Office, Inc. | 0.02% | No change | 204 | $140K |
| Centennial Bank | 0.04% | No change | 200 | $137K |
| Gold Investment Management Ltd. | 0.04% | No change | 199 | $137K |
| Elevated Capital Advisors, LLC | 0.04% | Add +12.0% | 196 | $135K |
| Bulwark Capital Corp | 0.08% | No change | 196 | $135K |
| Pension & Wealth Management Advisors, Inc. | 0.04% | Add +1.0% | 194 | $133K |
| Chesapeake Asset Management LLC | 0.10% | Reduce -15.6% | 190 | $131K |
| Pinney & Scofield, Inc. | 0.06% | No change | 186 | $128K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.17% | Add +152.8% | 182 | $125K |
| NorthAvenue LLC | 0.09% | No change | 182 | $125K |
| Transamerica Financial Advisors, LLC | 0.01% | New | 180 | $124K |
| WPG Advisers, LLC | 0.07% | Reduce -3.8% | 178 | $122K |
| Godfrey Financial Associates, Inc. | 0.09% | Add +3.0% | 173 | $119K |
| Dogwood Wealth Management LLC | 0.05% | No change | 173 | $119K |
| Bank & Trust Co | 0.07% | No change | 172 | $118K |
| Axiom Investment Management LLC | 0.08% | No change | 165 | $113K |
| CGC Financial Services, LLC | 0.03% | Add +3.8% | 165 | $113K |
| GGM Financial LLC | 0.04% | No change | 164 | $113K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 161 | $111K |
| Bitterroot Capital Advisors LLC | 0.07% | No change | 161 | $111K |
| Acima Private Wealth, LLC | 0.03% | No change | 150 | $103K |
| Woodard & Co. Asset Management Group Inc. | 0.01% | No change | 150 | $103K |
| Mechanics Financial Corp | 0.04% | No change | 149 | $102K |
| True Wealth Design, LLC | 0.02% | Reduce -11.8% | 149 | $102K |
| Regatta Research & Money Management | 0.10% | — | 150 | $102K |
| PFS Partners, LLC | 0.04% | No change | 144 | $99K |
| Ascentis Independent Advisors | 0.26% | Reduce -99.4% | 143 | $98K |
| Truvestments Capital LLC | 0.01% | Reduce -29.7% | 142 | $98K |
| Noble Wealth Management PBC | 0.04% | No change | 141 | $97K |
| Vision Financial Markets LLC | 0.08% | No change | 141 | $97K |
| Atwood & Palmer Inc. | 0.01% | Add +3.7% | 140 | $96K |
| CDKV Holdings LLC | 0.07% | No change | 139 | $96K |
| Cordant, Inc. | 0.03% | No change | 136 | $93K |
| Lummis Asset Management, LP | 0.05% | No change | 133 | $91K |
| EPG Wealth Management LLC | 0.02% | Add +333.3% | 130 | $89K |
| IFS Advisors, LLC | 0.04% | Reduce -1.5% | 130 | $89K |
| Private Wealth Asset Management, LLC | 0.01% | Reduce -88.8% | 130 | $89K |
| Founders Capital Management | 0.04% | No change | 128 | $88K |
| Weaver Capital Management LLC | 0.02% | No change | 147 | $88K |
| Signature Equity Partners, LLC | 0.04% | Add +45.2% | 122 | $84K |
| BankChampaign, National Association | 0.06% | No change | 118 | $81K |
| Transce3nd, LLC | 0.70% | No change | 114 | $79K |
| Harborfront Financial Group LLC | 0.30% | — | 114 | $78K |
| Vima LLC | 0.08% | — | 114 | $78K |
| Navigoe, LLC | 0.04% | No change | 114 | $78K |
| Financial Network Wealth Advisors LLC | 0.08% | No change | 111 | $76K |
| Quaker Wealth Management, LLC | 0.02% | No change | 110 | $76K |
| Lynch Asset Management, Inc. | 0.02% | No change | 110 | $76K |
| Zeit Capital LLC | 0.04% | No change | 107 | $73K |
| Redwood Park Advisors LLC | 0.05% | No change | 106 | $73K |
| 1620 Investment Advisors, Inc. | 0.04% | Reduce -47.0% | 105 | $72K |
| Investors Portfolio Services LLC | 0.05% | Add +1.0% | 102 | $70K |
| FWL Investment Management, LLC | 0.01% | No change | 100 | $69K |
| Harbor Asset Planning, Inc. | 0.05% | Add +1.0% | 99 | $68K |
| 1 North Wealth Services LLC | 0.02% | Reduce -3.0% | 98 | $68K |
| CoreFirst Bank & Trust | 0.03% | Add +100.0% | 98 | $67K |
| LM Advisors LLC | 0.29% | Add +71.9% | 96,457 | $66K |
| Hoey Investments, Inc. | 0.01% | No change | 95 | $65K |
| Avalon Trust Co | 0.00% | No change | 92 | $63K |
| Abound Financial, LLC | 0.02% | No change | 90 | $62K |
| Eukles Asset Management | 0.03% | No change | 90 | $62K |
| SIMA Wealth Partners, LLC | 0.04% | Reduce -10.2% | 88 | $61K |
| Bay Harbor Wealth Management, LLC | 0.01% | Add +20.8% | 87 | $60K |
| Advocate Investing Services LLC | 0.04% | No change | 83 | $57K |
| Commonwealth Retirement Investments LLC | 0.01% | New | 77 | $53K |
| Cedar Mountain Advisors, LLC | 0.01% | Add +20.3% | 77 | $53K |
| Horizon Financial Services, LLC | 0.02% | Add +317.6% | 71 | $49K |
| Capital Advisor Network LLC | 0.06% | New | 67 | $46K |
| Global Trust Asset Management, LLC | 0.01% | No change | 66 | $46K |
| XP Advisory US, Inc. | 0.02% | — | 65 | $45K |
| Alpha Wealth Funds, LLC | 0.03% | New | 63 | $43K |
| Contravisory Investment Management, Inc. | 0.01% | No change | 61 | $42K |
| Strategic Advocates LLC | 0.15% | No change | 57 | $39K |
| Wellington Shields & Co., LLC | 0.01% | No change | 57 | $39K |
| Kozak & Associates, Inc. | 0.01% | Reduce -26.9% | 57 | $39K |
| Hughes Financial Services, LLC | 0.01% | Add +71.9% | 55 | $38K |
| Pflug Koory, LLC | 0.01% | Add +8.0% | 54 | $37K |
| Rachor Investment Advisory Services, LLC | 0.02% | Add +35.9% | 53 | $37K |
| Front Row Advisors LLC | 0.01% | No change | 50 | $35K |
| RHL Group, LLC | 0.03% | Add +50.0% | 48 | $33K |
| Logan Capital Management Inc. | 0.00% | — | 48 | $33K |
| Basepoint Wealth LLC | 0.02% | No change | 42 | $29K |
| Nvest Wealth Strategies, Inc. | 0.02% | Add +2.4% | 42 | $29K |
| Ballast Advisors LLC | 0.01% | No change | 40 | $27K |
| Horrell Capital Management, Inc. | 0.01% | No change | 38 | $26K |
| Birch Capital Management, LLC | 0.01% | New | 37 | $25K |
| Burkett Financial Services, LLC | 0.01% | No change | 35 | $25K |
| StrongBox Wealth, LLC | 0.01% | New | 34 | $23K |
| Milestone Investment Advisors LLC | 0.01% | No change | 34 | $23K |
| Tripletail Wealth Management, LLC | 0.03% | Reduce -37.0% | 34 | $23K |
| Miller Wealth Advisors, LLC | 0.01% | Add +3200.0% | 33 | $23K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 31 | $21K |
| Bare Financial Services, Inc | 0.00% | Add +66.7% | 30 | $21K |
| Anchor Bay Capital, Inc. | 0.01% | — | 29 | $20K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 25 | $17K |
| Broadwater Capital Management LLC | 0.01% | No change | 24 | $16K |
| Friedenthal Financial | 0.01% | No change | 20 | $14K |
| Meramec Financial Planners, LLC | 0.01% | Add +122.2% | 20 | $14K |
| Arvest Investments, Inc. | 0.00% | No change | 18 | $12K |
| Hara Capital LLC | 0.01% | New | 17 | $12K |
| Valued Wealth Advisors LLC | 0.00% | No change | 17 | $12K |
| Purpose Unlimited Inc. | 0.00% | No change | 17 | $12K |
| Sherman Asset Management, Inc. | 0.01% | Reduce -90.8% | 16 | $11K |
| New England Capital Financial Advisors LLC | 0.00% | Add +1400.0% | 15 | $10K |
| Miller Global Investments, LLC | 0.01% | New | 14 | $10K |
| Winthrop Capital Management, LLC | 0.00% | No change | 13 | $9K |
| ROSS\JOHNSON & Associates LLC | 0.14% | No change | 13 | $9K |
| Barnes Dennig Private Wealth Management LLC | 0.01% | Add +500.0% | 12 | $9K |
| Benson Wealth Management INC | 0.01% | No change | 9 | $6K |
| FIL Ltd | 0.00% | Reduce -52.9% | 8 | $5K |
| CKW Financial Group | 0.00% | Add +250.0% | 7 | $5K |
| Granville Capital, Inc. | 0.00% | No change | 7 | $5K |
| Rice Partnership, LLC | 0.00% | Reduce -63.2% | 7 | $5K |
| Gould Capital, LLC | 0.00% | No change | 6 | $4K |
| Principia Wealth Advisory, LLC | 0.00% | No change | 6 | $4K |
| Quantum Portfolio Management LLC | 0.00% | New | 6 | $4K |
| 10Elms LLP | 0.00% | New | 5 | $3K |
| Windsor Advisory Group, LLC | 0.00% | No change | 3 | $2K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.00% | Add +100.0% | 2 | $1K |
| Ankerstar Wealth, LLC | 0.00% | Reduce -98.5% | 1 | $989 |
| Aventus Investment Advisors, Inc. | 0.00% | Reduce -75.0% | 1 | $687 |
| Decker Retirement Planning Inc. | 0.00% | Reduce -98.5% | 1 | $687 |
| Banque Cantonale Vaudoise | 0.00% | Add +58.0% | 542 | $372 |
| Spirit of America Management Corp. | 0.00% | Add +45447.0% | 138,463 | $202 |
| Alaska Permanent Fund Corp | 0.00% | New | 1 | $0 |
"% 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.