VG Morningstar TS MKT ETF-USVTIETF
13F holders, Q1 2024 (March 31)2,735holders
5famous investors
$255.33avg. 13F price*
At the end of Q1 2024, 2,735 institutions reported holding VG Morningstar TS MKT ETF-US (VTI) in their 13F filings. The largest holders were Vanguard Group Inc. ($11.2B), Rakuten Investment Management, Inc. ($10.4B) and Betterment LLC ($7.5B). 5 famous investors held it, including Cliff Asness (0.2% of AQR Capital Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- VG Morningstar TS MKT ETF-US
- Filed as
- VANGUARD INDEX FDS (Q1 2024)
- CUSIP
- 922908769
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 136 | $452.0M |
| Exits | 81 | $415.9M |
Ownership 2,735 holders
| Vanguard Group Inc. | 0.22% | Add +10.3% | 42,938,516 | $11.2B |
| Rakuten Investment Management, Inc. | 76.44% | Add +2.3% | 40,103,027 | $10.4B |
| Betterment LLC | 20.15% | Reduce -2.2% | 28,892,340 | $7.5B |
| US Bancorp \de | 5.97% | Reduce -3.8% | 18,242,851 | $4.3B |
| Wealthfront Advisers LLC | 13.84% | Add +4.5% | 15,218,820 | $4.0B |
| Bank of America Corp. | 0.33% | Reduce -2.1% | 12,983,802 | $3.4B |
| LPL Financial LLC | 1.75% | Reduce -10.9% | 12,508,265 | $3.3B |
| Morgan Stanley | 0.25% | Add +1.4% | 12,091,745 | $3.1B |
| WealthNavi Inc. | 36.51% | Reduce -0.3% | 10,551,380 | $2.7B |
| Northern Trust Corp. | 0.42% | Reduce -2.6% | 9,441,987 | $2.5B |
| Allworth Financial LP | 15.17% | Add +1.4% | 8,257,670 | $2.1B |
| Creative Planning | 2.13% | Reduce -7.3% | 7,407,223 | $1.9B |
| HB Wealth Management, LLC | 23.50% | Add +4.1% | 7,465,716 | $1.9B |
| Envestnet Asset Management Inc. | 0.64% | Reduce -1.6% | 6,546,128 | $1.7B |
| Wells Fargo & Company | 0.42% | Add +0.6% | 6,107,611 | $1.6B |
| Ballentine Partners, LLC | 29.51% | Add +0.6% | 5,981,629 | $1.6B |
| JPMorgan Chase & Co. | 0.10% | Reduce -0.7% | 4,369,375 | $1.1B |
| UBS Group AG | 0.36% | Add +1.5% | 4,166,079 | $1.1B |
| Nissay Asset Management Corp. /Japan | 7.10% | Add +8.8% | 3,944,205 | $1.0B |
| Forvis Mazars Wealth Advisors, LLC | 24.85% | Add +0.6% | 3,758,541 | $976.8M |
| National Mutual Insurance Federation of Agricultural Cooperatives | 9.84% | Reduce -19.4% | 3,581,800 | $930.9M |
| Goldman Sachs Group Inc. | 0.19% | Reduce -1.6% | 3,462,224 | $899.8M |
| Morningstar Investment Services LLC | 9.68% | Reduce -48.5% | 3,386,251 | $879.5M |
| PNC Financial Services Group, Inc. | 0.54% | Add +0.7% | 2,975,590 | $773.4M |
| Sequoia Financial Advisors, LLC | 9.11% | Add +4.2% | 2,816,608 | $732.0M |
| Bank of New York Mellon Corp | 0.14% | Add +43.6% | 2,739,301 | $711.9M |
| Royal Bank of Canada | 0.16% | Add +2.8% | 2,486,522 | $646.2M |
| Cetera Investment Advisers | 1.48% | Add +89.0% | 2,407,974 | $625.8M |
| Commonwealth Equity Services, LLC | 1.04% | Reduce -2.0% | 2,396,423 | $622.8M |
| State of Tennessee, Department of Treasury | 2.29% | Reduce -6.3% | 2,384,154 | $619.6M |
| Ameriprise Financial Inc. | 0.17% | Add +8.4% | 2,371,325 | $617.0M |
| SCS Capital Management LLC | 11.80% | Reduce -0.2% | 2,134,573 | $554.8M |
| Raymond James Financial Services Advisors, Inc. | 0.79% | Add +4.2% | 2,055,094 | $534.1M |
| Osaic Holdings, Inc. | 1.09% | Reduce -32.5% | 1,883,017 | $489.5M |
| Facet Wealth, Inc. | 16.49% | Add +8.9% | 1,908,433 | $489.0M |
| Empower Advisory Group, LLC | 1.62% | Reduce -2.4% | 1,667,263 | $433.3M |
| Cambridge Investment Research Advisors, Inc. | 1.64% | Add +4.8% | 1,636,737 | $425.4M |
| HighTower Advisors, LLC | 0.69% | Reduce -0.6% | 1,631,221 | $423.9M |
| Summit Financial, LLC | 24.44% | Add +0.1% | 1,586,071 | $412.2M |
| Wealthcare Capital Management LLC | 43.58% | Reduce -4.7% | 1,509,581 | $392.3M |
| Ellevest, Inc. | 24.26% | Reduce -0.1% | 1,504,023 | $390.9M |
| Mariner, LLC | 0.81% | Add +0.2% | 1,503,095 | $390.7M |
| Patriot Investment Management Group, Inc. | 30.19% | Add +6.6% | 1,467,716 | $381.5M |
| Lincoln National Corp. | 5.59% | Reduce -1.0% | 1,379,435 | $358.5M |
| Prime Capital Investment Advisors, LLC | 4.89% | Reduce -4.2% | 1,348,260 | $350.4M |
| Truepoint, Inc. | 9.91% | Reduce -1.5% | 1,341,767 | $348.7M |
| Bank of Hawaii | 16.60% | Reduce -1.5% | 1,311,917 | $341.0M |
| Sageworth Trust Co | 21.62% | Add +0.5% | 1,289,775 | $335.2M |
| Foster Group, Inc. | 16.34% | Add +1.4% | 1,265,855 | $329.0M |
| Savant Capital, LLC | 3.72% | Add +5.7% | 1,246,369 | $323.9M |
| Private Advisor Group, LLC | 2.30% | Reduce -3.4% | 1,231,870 | $320.2M |
| Vista Capital Partners, Inc. | 38.18% | Add +0.2% | 1,174,806 | $305.3M |
| Brown Advisory Inc. | 0.38% | Add +9.5% | 1,086,321 | $282.3M |
| Cerity Partners LLC | 0.73% | Reduce -80.7% | 1,065,444 | $276.6M |
| Envestnet Portfolio Solutions, Inc. | 1.02% | Reduce -2.8% | 1,042,403 | $270.9M |
| Wealthspire Advisors, LLC | 3.47% | Add +5.3% | 1,001,754 | $260.4M |
| Corient Private Wealth LP | 0.46% | Add +6.3% | 995,756 | $258.8M |
| Gibson Capital, LLC | 54.70% | Reduce -0.2% | 962,821 | $250.2M |
| First Business Financial Services, Inc. | 25.22% | Add +0.6% | 905,085 | $235.2M |
| Investure, LLC | 39.86% | Reduce -9.4% | 875,638 | $227.6M |
| Capstone Financial Advisors, Inc. | 15.25% | Add +1.0% | 873,189 | $226.9M |
| Bank of Montreal | 0.07% | Add +35.1% | 864,928 | $225.2M |
| Portfolio Strategies, Inc. | 15.16% | Add +444.6% | 858,275 | $223.0M |
| Northwestern Mutual Wealth Management Co. | 0.23% | Reduce 0.0% | 856,027 | $222.5M |
| Raymond James & Associates | 0.15% | Reduce -0.7% | 848,692 | $220.6M |
| Tiaa Trust, National Association | 0.67% | Reduce -1.6% | 844,112 | $219.4M |
| Stephens Inc. | 3.40% | Add +0.9% | 843,839 | $219.3M |
| Citigroup Inc. | 0.24% | Reduce -8.0% | 840,825 | $218.7M |
| Balyasny Asset Management L.P. | 0.57% | Reduce -37.4% | 833,507 | $216.6M |
| FMR LLC | 0.01% | Add +15.6% | 830,767 | $215.9M |
| Ritholtz Wealth Management | 7.31% | Reduce -0.3% | 815,898 | $212.1M |
| Cresset Asset Management, LLC | 1.02% | Add +6.6% | 809,425 | $210.4M |
| Truist Financial Corp. | 0.32% | Reduce -43.3% | 807,568 | $209.9M |
| Caprock Group, LLC | 11.85% | Add +5.1% | 795,568 | $206.8M |
| Zions Bancorporation, N.A. | 14.94% | Reduce -3.2% | 780,639 | $202.9M |
| Kestra Advisory Services, LLC | 1.35% | Add +9.5% | 773,930 | $201.1M |
| Charles Schwab Investment Management Inc. | 0.05% | Reduce -8.3% | 769,328 | $199.9M |
| Verus Financial Partners, Inc. | 23.18% | Add +0.6% | 761,365 | $197.9M |
| Buckingham Strategic Wealth, LLC | 2.08% | Add +0.9% | 758,229 | $197.1M |
| Cabot-Wellington, LLC | 74.93% | Reduce -0.7% | 742,806 | $193.1M |
| Employees' Retirement Fund of the City of Fort Worth | 34.79% | No change | 719,552 | $187.0M |
| Symetra Investment Management Co | 74.12% | Add +55.0% | 711,427 | $184.9M |
| Hardy Reed LLC | 22.62% | Add +1.5% | 700,772 | $182.1M |
| Moss Adams Wealth Advisors LLC | 29.21% | Add +42.7% | 699,466 | $181.8M |
| Wealth Enhancement Advisory Services, LLC | 0.47% | Add +5.6% | 698,378 | $181.5M |
| Tanglewood Wealth Management, Inc. | 22.04% | Reduce -3.1% | 686,345 | $178.4M |
| Rebalance, LLC | 14.45% | Add +0.5% | 676,617 | $175.9M |
| Elm Partners Management LLC | 13.90% | Add +13.7% | 675,969 | $175.7M |
| Oxford Financial Group, LTD. LLC | 11.97% | Add +2.4% | 663,516 | $172.4M |
| Pathstone Holdings, LLC | 0.78% | Reduce -1.6% | 640,610 | $166.5M |
| Boston Standard Wealth Management, LLC | 37.53% | Add +0.0% | 637,689 | $165.7M |
| Baird Financial Group, Inc. | 0.34% | Add +2.8% | 630,496 | $163.9M |
| Agf Management Ltd. | 0.91% | Add +0.7% | 626,423 | $162.9M |
| Captrust Financial Advisors | 0.57% | Reduce -8.4% | 592,281 | $153.9M |
| Orion Porfolio Solutions, LLC | 1.64% | Reduce -7.0% | 588,828 | $153.0M |
| Orion Portfolio Solutions, LLC | 1.64% | Reduce -7.0% | 588,828 | $153.0M |
| Allen Investment Management, LLC | 1.91% | Add +5.4% | 585,738 | $152.2M |
| PrairieView Partners, LLC | 16.71% | Add +1.6% | 560,623 | $145.7M |
| Glenmede Trust Co. NA | 0.73% | Reduce -0.6% | 556,604 | $144.7M |
| Stifel Financial Corp. | 0.16% | Add +3.1% | 542,864 | $141.1M |
| Sendero Wealth Management, LLC | 23.60% | Reduce -0.7% | 528,166 | $137.3M |
| Two Sigma Investments, LP | 0.35% | Reduce -10.4% | 526,030 | $136.7M |
| AlTi Global, Inc. | 3.80% | Add +1.9% | 524,641 | $136.4M |
| TruWealth Advisors, LLC | 9.43% | Add +1.9% | 520,004 | $135.1M |
| Focus Partners Wealth | 1.08% | Add +4.0% | 511,688 | $133.0M |
| Rockefeller Capital Management L.P. | 0.38% | Add +13.4% | 506,955 | $131.8M |
| Tidal Investments LLC | 2.25% | Add +13.0% | 504,652 | $131.2M |
| University of Massachusetts Foundation, Inc. | 54.44% | No change | 503,429 | $130.8M |
| D.A. Davidson & Co. | 1.18% | Add +4.1% | 503,064 | $130.7M |
| Chai Trust Co. LLC | 14.16% | Add +2.8% | 502,447 | $130.6M |
| Evoke Wealth, LLC | 3.87% | New | 500,518 | $130.1M |
| Agilis Partners LLC | 32.72% | Reduce -0.7% | 493,261 | $128.2M |
| First National Bank & Trust Co. of Newtown | 25.85% | Add +0.4% | 490,206 | $127.4M |
| Zhang Financial LLC | 9.41% | Reduce -0.5% | 488,885 | $127.1M |
| Beacon Investment Advisory Services, Inc. | 5.42% | Reduce -2.6% | 483,845 | $125.8M |
| Compass Ion Advisors, LLC | 17.96% | Reduce -1.2% | 480,922 | $125.0M |
| Cardinal Point Capital Management ULC | 23.52% | Add +2.9% | 475,635 | $123.6M |
| Provida Pension Fund Administrator | 3.04% | Add +94.0% | 471,767 | $122.7M |
| Kensington Asset Management, LLC | 6.04% | Reduce -3.7% | 464,975 | $120.8M |
| RW Investment Management LLC | 16.79% | Add +6.2% | 463,902 | $120.6M |
| Regis Management CO LLC | 36.54% | Reduce -0.9% | 462,350 | $120.2M |
| Cardiff Park Advisors, LLC | 11.42% | Reduce -0.3% | 460,785 | $119.8M |
| Alps Advisors Inc. | 0.84% | Reduce -3.3% | 457,977 | $119.0M |
| Lindbrook Capital, LLC | 11.06% | Add +0.9% | 454,975 | $118.2M |
| Beacon Wealthcare LLC | 52.96% | Add +0.0% | 446,830 | $116.1M |
| Independent Advisor Alliance | 4.17% | Reduce -46.2% | 444,051 | $115.4M |
| Plancorp, LLC | 5.00% | Add +82.8% | 442,781 | $115.1M |
| Wealthcare Advisory Partners LLC | 3.61% | Add +2.5% | 423,775 | $110.1M |
| N.E.W. Advisory Services LLC | 12.18% | Add +13.8% | 422,548 | $109.8M |
| Legacy Private Trust Co. | 8.00% | Reduce -10.4% | 421,189 | $109.5M |
| MML Investors Services, LLC | 0.45% | Add +2.3% | 420,520 | $109.3M |
| Diversified Portfolios, Inc. | 15.35% | Add +0.6% | 419,680 | $109.1M |
| CoreCap Advisors, LLC | 5.73% | Add +4.7% | 416,107 | $108.1M |
| Avalon Advisory Group | 52.30% | Reduce -3.4% | 415,579 | $108.0M |
| Taiyo Life Insurance Co. | 8.59% | No change | 410,800 | $106.8M |
| WMS Partners, LLC | 7.23% | Reduce -2.2% | 404,317 | $105.1M |
| Oakwell Private Wealth Management, LLC | 31.72% | Add +8.9% | 401,512 | $104.4M |
| Rainwater Charitable Foundation | 51.30% | Add +21.4% | 398,569 | $103.6M |
| Efficient Advisors, LLC | 6.60% | Reduce -1.2% | 395,744 | $102.9M |
| Cliffwater LLC | 27.53% | Reduce -0.3% | 393,028 | $102.1M |
| Roble, Belko & Company, Inc | 17.44% | Add +12.1% | 390,892 | $101.6M |
| Mission Wealth Management, LP | 2.67% | Add +4.1% | 382,762 | $99.5M |
| Oikos Holdings LLC | 25.35% | Add +5.2% | 382,480 | $99.4M |
| Mizuho Bank, Ltd. | 10.21% | Reduce -36.7% | 380,000 | $98.8M |
| Joel Isaacson & Co., LLC | 5.35% | Add +7.7% | 375,495 | $97.6M |
| Lhm, Inc. | 67.32% | Reduce -17.6% | 366,719 | $95.3M |
| Regions Financial Corp. | 0.72% | Reduce -2.0% | 366,203 | $95.2M |
| MAI Capital Management | 0.99% | Add +5.9% | 366,076 | $95.1M |
| Astoria Strategic Wealth, Inc. | 30.05% | Add +2.0% | 365,093 | $94.9M |
| Vestmark Advisory Solutions, Inc. | 4.08% | Add +36.8% | 364,451 | $94.7M |
| Revolve Wealth Partners, LLC | 16.17% | Reduce -0.1% | 364,219 | $94.7M |
| Landaas & Co. /Wi | 30.76% | Add +1.3% | 363,900 | $94.6M |
| Moneta Group Investment Advisors LLC | 1.52% | Add +26.5% | 358,288 | $93.1M |
| Tanager Wealth Management LLP | 15.01% | Reduce -0.2% | 357,686 | $93.0M |
| Magnolia Wealth Management, LLC | 37.66% | Add +98.4% | 354,305 | $92.0M |
| CENTRAL TRUST Co | 2.29% | Reduce -1.7% | 353,721 | $91.9M |
| Financial Engines Advisors L.L.C. | 0.21% | Reduce -4.5% | 353,664 | $91.9M |
| AQR Capital Management | 0.16% | Add +2.7% | 352,445 | $91.6M |
| Lido Advisors, LLC | 0.82% | Add +4.0% | 350,234 | $91.0M |
| GP Brinson Investments LLC | 38.65% | No change | 348,064 | $90.5M |
| Focus Partners Advisor Solutions, LLC | 2.56% | Add +68.5% | 340,550 | $88.5M |
| Laird Norton Wetherby Wealth Management, LLC | 4.23% | Reduce -0.6% | 340,531 | $88.5M |
| Global Endowment Management, LP | 9.20% | No change | 339,574 | $88.3M |
| Parkwood LLC | 9.20% | No change | 338,846 | $88.1M |
| Employees Retirement System of Texas | 0.96% | Reduce -19.5% | 338,800 | $88.1M |
| Towneley Capital Management, Inc / DE | 21.54% | Reduce -0.2% | 337,096 | $87.6M |
| Keating Wealth Management LLC | 52.45% | Add +10.4% | 336,180 | $87.4M |
| Fifth Third Bancorp | 0.34% | Reduce -0.4% | 335,437 | $87.2M |
| HRT Financial LP | 0.53% | Reduce -3.2% | 333,482 | $86.7M |
| Mercer Global Advisors Inc. | 0.24% | Add +12.7% | 327,617 | $85.2M |
| NewSquare Capital LLC | 7.51% | Add +3.8% | 334,852 | $84.8M |
| Kinsale Capital Group, Inc. | 33.52% | No change | 326,312 | $84.8M |
| Beacon Pointe Advisors, LLC | 0.94% | Reduce -3.7% | 324,124 | $84.2M |
| AEGON USA Investment Management, LLC | 86.37% | Reduce -1.6% | 321,769 | $83.6M |
| SAM Advisors, LLC | 30.13% | Add +0.1% | 314,129 | $81.6M |
| Penserra Capital Management LLC | 1.02% | New | 311,930 | $81.1M |
| Yarbrough Capital, LLC | 3.52% | No change | 310,912 | $80.8M |
| Seaside Wealth Management, Inc. | 33.76% | Add +1.1% | 304,483 | $79.1M |
| Stuart Investment Advisors, Inc. | 51.22% | Add +8.4% | 303,952 | $79.0M |
| Apella Capital, LLC | 3.98% | Reduce -3.1% | 305,970 | $78.9M |
| Two Sigma Advisers, LP | 0.18% | Add +17.7% | 303,213 | $78.8M |
| Cambridge Associates LLC /Ma/ | 4.17% | Reduce -6.7% | 300,063 | $78.0M |
| Segment Wealth Management, LLC | 5.79% | Add +2.2% | 293,152 | $76.2M |
| D'Orazio & Associates, Inc. | 12.17% | Add +2.6% | 290,599 | $75.5M |
| Garde Capital, Inc. | 5.26% | Reduce -0.1% | 289,720 | $75.3M |
| Brighton Jones LLC | 2.70% | Reduce -1.6% | 287,730 | $74.8M |
| Waverly Advisors, LLC | 1.76% | Add +182.3% | 287,149 | $74.6M |
| Circle Wealth Management, LLC | 1.85% | Reduce -0.5% | 286,952 | $74.6M |
| Relative Value Partners Group, LLC | 4.68% | Reduce -0.3% | 310,337 | $74.4M |
| Sage Mountain Advisors LLC | 7.71% | Add +1.2% | 285,499 | $74.2M |
| GeoWealth Management, LLC | 2.86% | Add +29164.4% | 284,450 | $73.9M |
| Merit Financial Group, LLC | 1.76% | Add +2.4% | 291,427 | $73.9M |
| Sunesis Advisors, LLC | 42.77% | Add +1.4% | 281,226 | $73.1M |
| Lake Street Advisors Group, LLC | 3.36% | Add +0.6% | 276,036 | $71.7M |
| AMG National Trust Bank | 2.09% | Reduce -0.1% | 274,784 | $71.4M |
| Becker Capital Management Inc. | 2.42% | Reduce -0.5% | 271,208 | $70.5M |
| Comerica Bank | 0.30% | Reduce -5.6% | 264,865 | $68.8M |
| Omnia Family Wealth, LLC | 31.74% | Add +26.0% | 260,709 | $67.8M |
| HUB Investment Partners, LLC | 3.71% | Add +7.0% | 258,022 | $67.1M |
| GSG Advisors LLC | 24.62% | Reduce -0.0% | 260,154 | $67.0M |
| Avantax Advisory Services, Inc. | 0.59% | Add +6.5% | 257,119 | $66.8M |
| Composition Wealth, LLC | 1.67% | Add +58.0% | 255,507 | $66.4M |
| Ieq Capital, LLC | 0.95% | Add +10.6% | 253,576 | $65.9M |
| Empowered Funds, LLC | 1.18% | Add +2879.6% | 251,118 | $65.3M |
| Equitable Holdings, Inc. | 0.73% | Reduce -4.7% | 250,862 | $65.2M |
| Levy Wealth Management Group, LLC | 18.27% | No change | 274,536 | $65.1M |
| Nadler Financial Group, Inc. | 8.00% | Reduce -1.5% | 249,625 | $64.9M |
| Baker Ellis Asset Management LLC | 9.60% | Reduce -1.5% | 248,074 | $64.5M |
| NewEdge Advisors, LLC | 0.56% | Add +18.1% | 248,011 | $64.5M |
| TD Capital Management LLC | 6.87% | Add +1.2% | 247,691 | $64.4M |
| Sowell Financial Services LLC | 3.00% | Add +245.5% | 244,433 | $63.5M |
| GM Advisory Group, LLC | 4.43% | Add +7.4% | 243,235 | $63.2M |
| Macquarie Group Ltd. | 0.07% | Reduce -6.8% | 242,242 | $63.0M |
| Independent Order of Foresters | 40.04% | Reduce -6.8% | 242,242 | $63.0M |
| Strategic Wealth Partners Group, LLC | 6.88% | Reduce -1.8% | 240,015 | $62.4M |
| Bessemer Group Inc. | 0.11% | Reduce -9.5% | 236,597 | $61.5M |
| Bailard, Inc. | 1.70% | Reduce -3.2% | 236,580 | $61.5M |
| Gleason Group, Inc. | 12.80% | Add +4.7% | 235,649 | $61.2M |
| BIP Wealth, LLC | 4.44% | Add +3.2% | 233,509 | $60.7M |
| Beacon Capital Management, LLC | 12.42% | Add +11.3% | 233,042 | $60.6M |
| Wedmont Private Capital | 4.40% | Add +6.1% | 233,693 | $60.3M |
| Litman Gregory Wealth Management LLC | 5.44% | Add +2.9% | 230,978 | $60.0M |
| Morningstar Investment Management LLC | 6.43% | Add +5.3% | 228,155 | $59.3M |
| MorganRosel Wealth Management, LLC | 20.96% | Reduce -5.4% | 226,077 | $58.8M |
| St. Louis Trust Co | 9.07% | Reduce -15.7% | 223,251 | $58.0M |
| KCM Investment Advisors LLC | 2.15% | Reduce -0.3% | 222,264 | $57.8M |
| Country Club Bank | 4.07% | Add +0.6% | 221,958 | $57.7M |
| First Bank & Trust | 11.87% | Reduce -0.2% | 220,885 | $57.4M |
| Pinnacle Associates Ltd. | 0.90% | Add +2.0% | 220,202 | $57.2M |
| Abacus Planning Group, Inc. | 11.09% | Add +7.9% | 218,147 | $56.7M |
| Wilmington Savings Fund Society, FSB | 2.17% | — | 217,568 | $56.5M |
| Hanover Advisors Inc. | 23.72% | Add +0.3% | 217,497 | $56.5M |
| Stash Investments, LLC | 40.40% | Add +5.3% | 217,289 | $56.5M |
| ETF Portfolio Partners, Inc. | 17.78% | Reduce -0.7% | 215,856 | $56.1M |
| Wade Financial Advisory, Inc | 20.44% | Add +7.7% | 215,684 | $56.1M |
| Twin Focus Capital Partners, LLC | 10.65% | Add +3.5% | 215,217 | $55.9M |
| Haverford Trust Co | 0.58% | Add +12.9% | 214,231 | $55.7M |
| Cherrydale Wealth Management, LLC | 25.88% | Add +15.3% | 212,948 | $55.3M |
| Cedar Wealth Management, LLC | 18.03% | Reduce -0.2% | 210,863 | $54.8M |
| OLIO Financial Planning | 23.02% | Reduce -0.1% | 229,747 | $54.7M |
| Clarius Group, LLC | 3.76% | Add +18.0% | 209,578 | $54.5M |
| Evensky & Katz LLC | 3.84% | Reduce -5.1% | 209,553 | $54.5M |
| CIBC Private Wealth Group LLC | 0.11% | Add +3.7% | 208,251 | $54.1M |
| Jaffetilchin Investment Partners, LLC | 4.80% | Add +5.1% | 206,173 | $53.6M |
| Blair William & Co. | 0.17% | Reduce -0.2% | 205,565 | $53.4M |
| Park Avenue Securities LLC | 0.69% | Reduce -0.9% | 204,832 | $53.2M |
| VPR Management LLC | 14.76% | Reduce -4.1% | 204,600 | $53.2M |
| NorthCoast Asset Management LLC | 0.68% | Add +2.3% | 204,371 | $53.1M |
| Nicholas Hoffman & Company, LLC. | 2.69% | Add +0.2% | 204,229 | $53.1M |
| Hassell Wealth Management, LLC | 33.61% | Reduce -0.5% | 211,555 | $53.0M |
| Atria Wealth Solutions, Inc. | 0.59% | Add +9.9% | 202,498 | $52.6M |
| EPIQ Capital Group, LLC | 20.86% | Add +11.6% | 201,566 | $52.4M |
| Johnson Financial Group, LLC | 6.58% | Reduce -2.0% | 200,606 | $52.1M |
| Prentice Wealth Management LLC | 17.97% | Reduce -0.6% | 199,075 | $51.7M |
| Unconventional Investor, LLC | 37.19% | Add +0.2% | 198,635 | $51.6M |
| Wellspring Financial Advisors, LLC | 8.15% | Add +0.1% | 6,181,254 | $51.6M |
| Cypress Capital, LLC | 13.88% | Reduce -1.6% | 195,283 | $50.8M |
| Jones Financial Companies LLLP | 0.07% | Add +0.9% | 195,186 | $50.7M |
| University of Maryland Foundation, Inc. | 48.50% | No change | 194,208 | $50.5M |
| Balentine LLC | 1.50% | Add +17.0% | 193,313 | $50.2M |
| Laird Norton Wetherby Trust Company, LLC | 6.72% | Reduce -0.4% | 191,011 | $49.6M |
| Stratos Wealth Partners, LTD. | 0.83% | Add +5.8% | 190,316 | $49.5M |
| REDW Wealth LLC | 13.30% | Add +3.6% | 189,850 | $49.3M |
| Main Street Financial Solutions, LLC | 5.26% | Add +23.2% | 189,592 | $49.3M |
| Janney Montgomery Scott LLC | 0.15% | Add +0.1% | 188,472 | $49.0M |
| JMG Financial Group, Ltd. | 1.86% | Add +37.3% | 187,722 | $48.8M |
| Commerce Bank | 0.32% | Add +10.9% | 186,827 | $48.6M |
| Smith, Moore & Co. | 5.05% | Add +2.1% | 182,306 | $47.4M |
| Burrus Financial Services, Inc. | 24.15% | Reduce -6.1% | 181,396 | $47.1M |
| Smith & Howard Wealth Management, LLC | 14.50% | Add +1.8% | 180,425 | $46.9M |
| Northstar Group, Inc. | 9.52% | Add +1.5% | 179,441 | $46.6M |
| Hemington Wealth Management | 16.84% | Reduce -1.5% | 178,793 | $46.5M |
| North Star Asset Management Inc. | 2.19% | Reduce -0.6% | 178,736 | $46.5M |
| Executive Wealth Group LLC | 9.66% | Add +199.6% | 185,069 | $46.4M |
| Millennium Management | 0.04% | Add +177.2% | 178,473 | $46.4M |
| Luminvest Wealth Management LLC | 29.15% | Add +2.4% | 168,830 | $46.3M |
| Libra Wealth LLC | 20.25% | Add +0.9% | 177,768 | $46.2M |
| Alliancebernstein L.P. | 0.02% | Add +15.0% | 176,852 | $46.0M |
| Wooster Corthell Wealth Management, Inc. | 10.47% | Reduce -1.8% | 175,995 | $45.7M |
| Scissortail Wealth Management, LLC | 12.08% | New | 175,807 | $45.7M |
| Ashford Advisors, LLC | 11.52% | Reduce -2.7% | 175,726 | $45.7M |
| Prudent Man Advisors, LLC | 17.14% | Reduce -4.2% | 175,521 | $45.6M |
| Proffitt & Goodson Inc. | 8.09% | Reduce -4.5% | 175,344 | $45.6M |
| Operose Advisors LLC | 15.28% | Add +9.5% | 173,962 | $45.2M |
| Winthrop Advisory Group LLC | 6.50% | Reduce -1.3% | 172,818 | $44.9M |
| OneDigital Investment Advisors LLC | 0.70% | Add +12.4% | 172,591 | $44.9M |
| Regent Peak Wealth Advisors LLC | 11.14% | Add +0.1% | 168,743 | $43.9M |
| Briaud Financial Planning Inc | 24.91% | Add +282.4% | 168,606 | $43.8M |
| Trilogy Capital Inc. | 2.51% | Reduce -0.1% | 167,921 | $43.6M |
| RIA Advisory Group LLC | 17.59% | Add +729.7% | 167,306 | $43.5M |
| Asset Allocation & Management Company, LLC | 28.40% | Reduce -4.1% | 166,897 | $43.4M |
| O'Brien Wealth Partners LLC | 10.01% | Reduce -3.1% | 166,520 | $43.3M |
| Linscomb Wealth, Inc. | 2.22% | Reduce -5.1% | 166,073 | $43.2M |
| Greenline Partners, LLC | 6.86% | Add +4.8% | 165,519 | $43.0M |
| WBH Advisory Inc. | 4.41% | Add +0.4% | 165,073 | $42.9M |
| Flagship Harbor Advisors, LLC | 2.66% | Reduce -7.8% | 159,122 | $41.4M |
| EP Wealth Advisors, LLC | 0.48% | Add +16.8% | 158,807 | $41.3M |
| Rosenberg Matthew Hamilton | 11.92% | Reduce -1.7% | 158,900 | $41.3M |
| HC Advisors, LLC | 19.56% | Add +0.3% | 157,887 | $41.0M |
| Parallel Advisors, LLC | 1.10% | Reduce -1.4% | 156,555 | $40.7M |
| Monterey Private Wealth, Inc. | 16.26% | Add +6.2% | 155,863 | $40.5M |
| Hirtle & Co., LLC | 2.02% | Reduce -4.2% | 155,757 | $40.5M |
| Altus Wealth Management, LLC | 21.22% | Add +1.2% | 155,203 | $40.3M |
| Affiance Financial, LLC | 10.90% | Add +25.3% | 154,757 | $40.2M |
| Duff & Phelps Investment Management Co. | 0.48% | Add +0.2% | 154,480 | $40.1M |
| Choreo, LLC | 1.03% | Add +2.7% | 154,205 | $40.1M |
| IFG Advisory, LLC | 2.99% | Add +1.2% | 154,165 | $40.1M |
| Quaker Wealth Management, LLC | 16.28% | Add +73.8% | 153,981 | $40.0M |
| Red Wave Investments LLC | 14.98% | Reduce -2.0% | 153,572 | $39.9M |
| Integrated Wealth Concepts LLC | 0.57% | Reduce -5.7% | 150,249 | $39.1M |
| Evanson Asset Management, LLC | 2.89% | Reduce -7.2% | 149,490 | $38.9M |
| Proficio Capital Partners LLC | 4.28% | Add +167.3% | 149,466 | $38.8M |
| Victory Capital Management Inc. | 0.04% | Reduce -4.2% | 148,859 | $38.7M |
| Steward Partners Investment Advisory, LLC | 0.42% | Add +33.3% | 147,449 | $38.3M |
| Baron Silver Stevens Financial Advisors, LLC | 7.42% | Reduce -1.6% | 146,534 | $38.1M |
| Family CFO Inc | 23.58% | Reduce -1.4% | 146,493 | $38.1M |
| UMB Bank, n.a. | 0.60% | Reduce -61.7% | 146,415 | $38.1M |
| Baker Avenue Asset Management, LP | 1.47% | Add +0.5% | 146,149 | $38.0M |
| State of Wisconsin - Board of Commissioners of Public Lands | 9.00% | No change | 145,593 | $37.8M |
| Bartlett & Co. Wealth Management LLC | 0.58% | Reduce -5.1% | 145,041 | $37.7M |
| North Star Investment Management Corp. | 2.65% | Add +3.4% | 142,687 | $37.1M |
| Concurrent Investment Advisors, LLC | 1.51% | Add +4.3% | 142,680 | $37.1M |
| Carlson Capital Management | 1.75% | Reduce -62.1% | 142,491 | $37.0M |
| Annex Advisory Services, LLC | 1.31% | Reduce -67.5% | 142,263 | $37.0M |
| Fiduciary Trust Co | 0.57% | Add +36.0% | 141,931 | $36.9M |
| Windham Capital Management, LLC | 28.81% | Reduce -35.2% | 140,856 | $36.6M |
| Cwm, LLC | 0.18% | Add +10.0% | 140,509 | $36.5M |
| Capitol Family Office, Inc. | 47.05% | Add +84.0% | 139,938 | $36.4M |
| jvl associates llc | 14.77% | Reduce -0.7% | 137,914 | $35.8M |
| United Capital Financial Advisors, LLC | 0.30% | Reduce -7.9% | 137,762 | $35.8M |
| FRG Family Wealth Advisors LLC | 7.02% | Add +5.4% | 143,984 | $35.8M |
| Partners Capital Investment Group, LLP | 1.07% | Reduce -15.2% | 137,676 | $35.8M |
| Gibson Wealth Advisors LLC | 34.40% | — | 137,344 | $35.7M |
| Pacific Center for Financial Services | 10.14% | Add +3.8% | 136,853 | $35.6M |
| WealthPLAN Partners, LLC | 3.66% | Reduce -2.5% | 136,073 | $35.4M |
| Karpus Management, Inc. | 1.02% | Reduce -10.5% | 135,836 | $35.3M |
| TLWM | 7.82% | Reduce -0.7% | 135,686 | $35.3M |
| First Western Trust Bank | 1.60% | No change | 134,895 | $35.1M |
| Modera Wealth Management, LLC | 0.53% | Reduce -3.8% | 134,322 | $34.9M |
| Rwa Wealth Partners, LLC | 0.47% | Reduce -0.3% | 134,119 | $34.9M |
| Dynamic Advisor Solutions LLC | 1.17% | Add +6.7% | 133,336 | $34.7M |
| Opus Investment Management Inc. | 22.56% | Reduce -37.5% | 132,978 | $34.6M |
| Regis Acquisition Inc. | 20.82% | Reduce -39.1% | 131,637 | $34.2M |
| VERITY Wealth Advisors | 26.05% | Add +8.0% | 130,618 | $33.9M |
| Bridgewater Advisors Inc. | 5.06% | Add +12.3% | 130,109 | $33.8M |
| Howe & Rusling Inc. | 3.21% | Add +6.7% | 129,052 | $33.5M |
| White Wing Wealth Management | 27.70% | Add +31.3% | 128,542 | $33.4M |
| Atria Investments, Inc | 0.45% | Add +10.4% | 126,943 | $33.0M |
| Smithfield Trust Co | 1.74% | Reduce -1.0% | 126,066 | $32.8M |
| Raffa Wealth Management, LLC | 9.76% | Reduce -2.4% | 126,012 | $32.8M |
| Benchmark Financial Wealth Advisors, LLC | 12.49% | Reduce -1.1% | 125,763 | $32.7M |
| Telos Capital Management, Inc. | 3.66% | Reduce -1.3% | 124,889 | $32.5M |
| Symmetry Partners, LLC | 2.53% | Reduce -63.1% | 124,384 | $32.3M |
| Global Retirement Partners, LLC | 1.20% | Reduce -5.9% | 124,099 | $32.3M |
| Tsfg, LLC | 8.13% | Add +4.0% | 124,029 | $32.2M |
| Heck Capital Advisors, LLC | 4.89% | Add +2.0% | 123,276 | $32.0M |
| CGN Advisors LLC | 4.06% | Add +10.2% | 123,031 | $32.0M |
| Independent Financial Group, LLC | 1.46% | Add +7.2% | 122,616 | $31.9M |
| Everhart Financial Group, Inc. | 9.23% | Add +2.4% | 123,425 | $31.7M |
| Compass Financial Group, INC | 7.35% | Reduce -1.0% | 121,899 | $31.7M |
| Kearns & Associates LLC | 24.44% | Add +2.4% | 121,377 | $31.5M |
| Chandler Asset Management, Inc. | 6.36% | Reduce -0.1% | 120,750 | $31.4M |
| Diversified Trust Co. | 0.93% | Reduce -1.2% | 119,196 | $31.0M |
| Pure Financial Advisors, LLC | 0.97% | Reduce -2.7% | 118,993 | $30.9M |
| Perigon Wealth Management, LLC | 0.93% | Reduce -11.4% | 117,984 | $30.7M |
| BCM Advisors, LLC | 7.73% | Add +10.8% | 121,809 | $30.5M |
| Sterling Wealth Management, Inc. | 15.15% | Add +4.2% | 117,154 | $30.4M |
| National Philanthropic Trust | 0.66% | Reduce -1.7% | 117,035 | $30.4M |
| First PREMIER Bank | 8.04% | Reduce -1.3% | 116,989 | $30.4M |
| One Degree Advisors Inc | 15.13% | Reduce -0.2% | 116,924 | $30.4M |
| Weinberger Asset Management, Inc | 14.63% | Add +0.1% | 116,579 | $30.3M |
| New England Private Wealth Advisors LLC | 5.31% | Add +11.8% | 116,318 | $30.2M |
| Wrenne Financial Planning LLC | 22.33% | Add +18.0% | 116,224 | $30.2M |
| Pinnacle Financial Partners Inc | 0.65% | Add +0.5% | 116,042 | $30.2M |
| Valmark Advisers, Inc. | 0.53% | Add +2.4% | 116,037 | $30.2M |
| Breakwater Investment Management | 13.80% | — | 115,410 | $30.0M |
| Summit Trail Advisors, LLC | 0.80% | Add +2.9% | 115,041 | $29.9M |
| Northeast Financial Consultants Inc | 1.46% | Add +0.9% | 114,504 | $29.8M |
| Nuveen Asset Management, LLC | 0.01% | Add +18.3% | 114,500 | $29.8M |
| Integris Wealth Management, LLC | 8.21% | Add +7.5% | 114,304 | $29.7M |
| Battery Global Advisors, LLC | 23.85% | Add +27.4% | 113,134 | $29.4M |
| Keybank National Association | 0.12% | Add +2.5% | 112,310 | $29.2M |
| David Kennon Inc | 12.37% | Reduce -3.2% | 111,298 | $28.9M |
| Beacon Financial Strategies CORP | 20.77% | Add +1.4% | 110,905 | $28.8M |
| Mutual Advisors, LLC | 0.92% | Add +2.4% | 110,444 | $28.7M |
| Principal Securities, Inc. | 0.89% | Add +13.8% | 109,855 | $28.6M |
| Fifth Third Securities, Inc. | 2.76% | Add +3.5% | 109,581 | $28.5M |
| Nisa Investment Advisors, LLC | 0.18% | New | 109,270 | $28.4M |
| SYM FINANCIAL Corp | 4.65% | Reduce -17.1% | 108,331 | $28.2M |
| REAP Financial Group, LLC | 7.66% | Add +49.8% | 107,390 | $27.9M |
| Liberty Capital Management, Inc. | 6.87% | Reduce -3.0% | 107,209 | $27.9M |
| Penney Financial, LLC | 20.56% | Add +5.2% | 107,109 | $27.8M |
| Dynasty Wealth Management, LLC | 0.88% | — | 106,725 | $27.7M |
| Milestone Investment Advisors LLC | 7.40% | Reduce -3.1% | 105,572 | $27.4M |
| Blankinship & Foster, LLC | 7.13% | Reduce -1.4% | 104,765 | $27.2M |
| Roger Wittlin Investment Advisory, LLC | 18.99% | Add +1.8% | 104,219 | $27.1M |
| Peak Financial Management, Inc. | 8.51% | Reduce -0.3% | 103,276 | $26.8M |
| Cary Street Partners Investment Advisory LLC | 1.13% | Add +2.4% | 102,967 | $26.8M |
| Townsquare Capital LLC | 0.39% | Add +316.3% | 102,702 | $26.7M |
| Trellis Wealth Advisors LLC | 14.99% | Reduce -2.3% | 102,101 | $26.5M |
| Skyline Advisors, Inc. | 11.85% | Add +0.5% | 101,912 | $26.5M |
| Graypoint LLC | 1.91% | Add +2.3% | 101,811 | $26.5M |
| Keystone Financial Group | 3.84% | Add +2.7% | 100,974 | $26.2M |
| Ebor Charitable Trust | 56.42% | Reduce -3.8% | 100,278 | $26.1M |
| AllSquare Wealth Management LLC | 15.15% | Reduce -0.2% | 99,502 | $25.9M |
| Bush Investment Group, LLC | 22.47% | Add +0.1% | 97,875 | $25.4M |
| Jacobi Capital Management LLC | 2.35% | Reduce -1.2% | 97,728 | $25.4M |
| Choate Investment Advisors | 0.68% | Add +357.0% | 97,711 | $25.4M |
| HBK Sorce Advisory LLC | 0.90% | Add +0.2% | 97,690 | $25.4M |
| Great Diamond Partners, LLC | 5.82% | Add +1.9% | 97,542 | $25.4M |
| Cobblestone Capital Advisors LLC | 1.59% | Reduce -0.3% | 97,366 | $25.3M |
| Financial Architects, LLC | 17.45% | Add +0.1% | 97,018 | $25.2M |
| LPF Advisors LLC | 25.21% | Add +1.8% | 96,850 | $25.2M |
| Equita Financial Network, Inc. | 11.25% | Add +73.9% | 96,375 | $25.0M |
| Pinnacle Wealth Management Advisory Group, LLC | 2.64% | Add +3.6% | 94,708 | $24.6M |
| Crescent Grove Advisors, LLC | 2.55% | Add +1.6% | 93,897 | $24.4M |
| Monashee Investment Management LLC | 2.91% | Reduce -2.5% | 93,660 | $24.3M |
| Obermeyer Wealth Partners | 1.43% | Add +4.3% | 93,654 | $24.3M |
| Brooklyn FI, LLC | 9.91% | Add +15.9% | 92,686 | $24.1M |
| Aspiriant, LLC | 1.00% | Add +0.1% | 92,503 | $24.0M |
| Washburn Capital Management, Inc. | 17.67% | Reduce -0.3% | 91,963 | $23.9M |
| Financial Advocates Investment Management | 1.39% | Reduce -4.3% | 92,019 | $23.9M |
| Cozad Asset Management Inc. | 2.48% | Add +7.2% | 91,745 | $23.8M |
| Kestra Private Wealth Services, LLC | 0.54% | Reduce -5.5% | 91,651 | $23.8M |
| Allegiance Financial Group Advisory Services LLC | 9.73% | Add +13.2% | 91,495 | $23.8M |
| Clearstead Advisors, LLC | 1.18% | Add +1.0% | 91,987 | $23.8M |
| Hartline Investment Corp./ | 4.17% | New | 91,160 | $23.7M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4.17% | Add +7.8% | 91,160 | $23.7M |
| Clarity Wealth Advisors, LLC | 7.98% | Add +2.3% | 90,842 | $23.6M |
| Venture Visionary Partners LLC | 1.12% | Add +2.7% | 90,749 | $23.6M |
| Starfox Financial Services, LLC | 19.86% | Add +1.2% | 93,719 | $23.4M |
| Bfsg, LLC | 3.09% | Add +9.5% | 89,915 | $23.4M |
| Wind River Trust Co | 8.50% | No change | 89,855 | $23.4M |
| Roundview Capital LLC | 1.91% | Add +0.3% | 89,837 | $23.3M |
| BBR Partners, LLC | 1.87% | Add +0.0% | 89,652 | $23.3M |
| Bordeaux Wealth Advisors LLC | 7.74% | Reduce -1.8% | 89,497 | $23.3M |
| U.S. Capital Wealth Advisors, LLC | 0.91% | Reduce -1.2% | 89,472 | $23.3M |
| Brass Tax Wealth Management, Inc. | 12.12% | — | 89,465 | $23.3M |
| PFG Advisors | 1.70% | Add +7.6% | 89,461 | $23.3M |
| Shayne & Jacobs, LLC | 6.32% | Reduce -0.4% | 89,388 | $23.2M |
| Edge Capital Group, LLC | 1.15% | Reduce -5.3% | 89,318 | $23.2M |
| Pacific Capital Wealth Advisors, Inc. | 5.46% | Reduce -3.6% | 89,289 | $23.2M |
| Ashford Capital Management Inc. | 3.13% | Reduce -3.7% | 88,891 | $23.1M |
| Jane Street Group, LLC | 0.03% | New | 88,433 | $23.0M |
| Financial Counselors Inc. | 0.39% | Reduce -37.4% | 88,391 | $23.0M |
| NewEdge Wealth, LLC | 0.52% | Add +0.1% | 91,608 | $23.0M |
| Frank, Rimerman Advisors LLC | 4.41% | Add +2.3% | 88,103 | $22.9M |
| Great Valley Advisor Group, Inc. | 0.69% | Reduce -17.3% | 87,187 | $22.7M |
| Morling Financial Advisors, LLC | 12.83% | Add +7.1% | 86,340 | $22.4M |
| Leonard Rickey Investment Advisors P.L.L.C. | 5.79% | Add +11.2% | 86,204 | $22.4M |
| Woodmont Investment Counsel LLC | 1.87% | Add +3.2% | 85,486 | $22.2M |
| Connecticut Wealth Management, LLC | 1.18% | Reduce -0.7% | 85,141 | $22.1M |
| Ogorek Anthony Joseph /NY/ | 7.64% | Add +0.3% | 84,616 | $22.0M |
| Cordant, Inc. | 12.58% | Reduce -2.4% | 83,514 | $21.7M |
| Northwest Wealth Management, LLC | 5.91% | Reduce -1.6% | 82,915 | $21.5M |
| My Personal CFO, LLC | 12.37% | Add +4.5% | 82,559 | $21.5M |
| Washington Capital Management, Inc. | 17.32% | Add +3.5% | 82,054 | $21.3M |
| Precedent Wealth Partners, LLC | 9.13% | Add +1.5% | 81,723 | $21.2M |
| Capital Advisors, Ltd. LLC | 2.77% | Add +1.0% | 81,714 | $21.2M |
| CBIZ Investment Advisory Services, LLC | 1.48% | Reduce -5.6% | 80,244 | $21.2M |
| AdvisorNet Financial, Inc | 2.04% | Reduce -3.1% | 81,539 | $21.2M |
| RFG Advisory, LLC | 0.72% | Add +0.2% | 81,379 | $21.2M |
| Latigo Investments, LLC | 10.77% | No change | 80,845 | $21.0M |
| Rockbridge Investment Management, LCC | 3.08% | Reduce -1.7% | 80,798 | $21.0M |
| Clear Harbor Asset Management, LLC | 1.85% | Add +2.8% | 80,655 | $21.0M |
| Simon Quick Advisors, LLC | 1.56% | Reduce -12.6% | 80,099 | $20.8M |
| Mather Group, Llc. | 0.33% | Reduce -0.7% | 87,742 | $20.8M |
| Principle Wealth Partners LLC | 1.62% | Add +1.0% | 79,666 | $20.7M |
| Sensible Financial Planning & Management, LLC. | 4.54% | Add +0.3% | 79,057 | $20.5M |
| Rain Capital Management, LLC | 13.74% | Add +1.6% | 78,892 | $20.5M |
| Harbour Investments, Inc. | 0.73% | Add +6.6% | 78,747 | $20.5M |
| Wellington Management Group LLP | 0.00% | Add +3.4% | 78,705 | $20.5M |
| Hollencrest Capital Management | 0.93% | Add +2307.3% | 78,287 | $20.3M |
| CWA Asset Management Group, LLC | 1.24% | Add +4.5% | 78,285 | $20.3M |
| Mesirow Financial Investment Management, Inc. | 0.45% | Add +4.8% | 76,887 | $20.0M |
| Yousif Capital Management, LLC | 0.22% | Add +0.3% | 76,467 | $19.9M |
| Geneos Wealth Management Inc. | 0.90% | Reduce -7.2% | 76,002 | $19.8M |
| Addis & Hill, Inc | 16.77% | Reduce -6.6% | 76,290 | $19.7M |
| Johnson Financial Group, Inc. | 1.06% | Reduce -23.2% | 75,530 | $19.6M |
| Optas, LLC | 5.31% | Add +0.0% | 74,932 | $19.5M |
| Quantinno Capital Management LP | 0.42% | Add +432.6% | 74,452 | $19.4M |
| M&T Bank Corp | 0.07% | Reduce -23.6% | 74,296 | $19.3M |
| Stock Yards Bank & Trust Co. | 0.64% | Add +1.4% | 74,160 | $19.3M |
| Horizon Wealth Management, LLC | 5.02% | Add +2.7% | 74,063 | $19.2M |
| Benjamin F. Edwards & Company, Inc. | 0.35% | Reduce -2.1% | 73,614 | $19.1M |
| Warwick Investment Management, Inc. | 4.57% | Reduce -5.8% | 73,284 | $19.0M |
| Sigma Investment Counselors Inc. | 1.22% | Reduce -2.9% | 72,934 | $19.0M |
| SpiderRock Advisors, LLC | 0.61% | — | 73,928 | $18.9M |
| Kraft, Davis & Associates, LLC | 5.63% | Add +0.3% | 72,533 | $18.7M |
| Advisory Services Network, LLC | 0.41% | Add +2.3% | 71,740 | $18.6M |
| Cascade Financial Partners, LLC | 2.64% | — | 72,542 | $18.4M |
| First Horizon Advisors, Inc. | 0.57% | Reduce -0.3% | 70,359 | $18.3M |
| NORTHSTAR ASSET MANAGEMENT Co | 4.46% | Add +4.1% | 69,560 | $18.1M |
| J.W. Cole Advisors, Inc. | 0.91% | Add +12.0% | 69,479 | $18.1M |
| Firestone Capital Management | 5.02% | Add +5.5% | 69,356 | $18.0M |
| Breed's Hill Capital LLC | 16.53% | Reduce -3.5% | 69,107 | $18.0M |
| Cascade Investment Group, Inc. | 13.37% | Add +6.1% | 68,743 | $17.9M |
| Coldstream Capital Management Inc. | 0.45% | Add +114.9% | 68,093 | $17.7M |
| Mayport, LLC | 6.73% | Add +3.0% | 67,837 | $17.6M |
| Raab & Moskowitz Asset Management LLC | 4.90% | Add +7.2% | 67,442 | $17.5M |
| Peterson Wealth Advisors, LLC | 3.71% | Reduce -2.1% | 67,201 | $17.5M |
| Thrivent Financial for Lutherans | 0.03% | Add +16.7% | 66,742 | $17.3M |
| Cannon Financial Strategists, Inc. | 3.40% | Add +0.9% | 66,603 | $17.3M |
| Satovsky Asset Management LLC | 5.01% | Add +5.4% | 65,925 | $17.1M |
| ArchPoint Investors | 7.19% | New | 65,721 | $17.1M |
| Foundations Investment Advisors, LLC | 0.45% | Add +46.4% | 65,594 | $17.0M |
| Cornerstone National Bank & Trust Co | 8.58% | Reduce -0.9% | 65,436 | $17.0M |
| Gordian Advisors LLC | 15.60% | Reduce -5.8% | 65,188 | $16.9M |
| Cornerstone Wealth Management, LLC | 1.37% | Reduce -2.1% | 65,170 | $16.9M |
| Barrett & Company, Inc. | 7.99% | Add +29.0% | 66,144 | $16.9M |
| Johnson Investment Counsel Inc. | 0.18% | Add +5.2% | 64,847 | $16.9M |
| EverSource Wealth Advisors, LLC | 1.32% | Add +4.3% | 67,681 | $16.8M |
| Royal Fund Management, LLC | 1.93% | Reduce -0.5% | 64,381 | $16.7M |
| Community Bank, N.A. | 2.19% | No change | 64,331 | $16.7M |
| Greenleaf Trust | 0.15% | Reduce -2.8% | 63,440 | $16.5M |
| First Hawaiian Bank | 0.51% | Add +0.1% | 63,387 | $16.5M |
| 5th Street Advisors, LLC | 9.31% | Reduce -4.1% | 63,193 | $16.4M |
| Avion Wealth | 4.37% | Reduce -5.4% | 62,598 | $16.3M |
| McClarren Financial Advisors, Inc. | 11.68% | Reduce -1.0% | 62,578 | $16.3M |
| Arax Advisory Partners | 1.71% | Reduce -0.8% | 62,466 | $16.2M |
| MontVue Capital Management, Inc. | 14.31% | Reduce -5.4% | 62,256 | $16.2M |
| Apollon Wealth Management, LLC | 0.51% | Add +4.8% | 62,222 | $16.2M |
| Parisi Gray Wealth Management | 6.03% | Reduce -4.7% | 61,858 | $16.1M |
| Compass Advisory Group LLC | 7.08% | Reduce -0.4% | 61,634 | $16.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.49% | Add +8.5% | 61,242 | $15.9M |
| Altiora Financial Group, LLC | 4.32% | Add +2.0% | 61,146 | $15.9M |
| Clark Asset Management, LLC | 4.88% | Add +10.1% | 61,071 | $15.9M |
| Palisades Hudson Asset Management, L.P. | 7.20% | No change | 60,850 | $15.8M |
| Stokes Family Office, LLC | 1.98% | Add +0.5% | 60,838 | $15.8M |
| Cornerstone Wealth Group, LLC | 1.46% | Reduce -0.6% | 60,678 | $15.8M |
| Northland Capital Management LLC | 11.01% | Add +0.8% | 60,513 | $15.7M |
| Ameritas Advisory Services, LLC | 0.65% | Add +72.3% | 61,761 | $15.7M |
| Coastline Trust Co | 1.89% | Reduce -1.6% | 60,259 | $15.7M |
| Chicago Partners Investment Group LLC | 0.67% | Add +11.3% | 62,410 | $15.6M |
| Annis Gardner Whiting Capital Advisors, LLC | 5.59% | Add +4.1% | 60,057 | $15.6M |
| Source Financial Advisors LLC | 4.72% | Add +21.4% | 59,892 | $15.6M |
| Lodestar Private Asset Management LLC | 2.21% | Add +0.6% | 59,693 | $15.5M |
| Sanctuary Wealth Management, L.L.C. | 12.56% | Reduce -12.3% | 59,393 | $15.4M |
| Elwood & Goetz Wealth Advisory Group, LLC | 3.71% | Reduce -0.6% | 58,742 | $15.3M |
| Monument Group Wealth Advisors, LLC | 11.29% | Reduce -10.7% | 58,597 | $15.2M |
| Portland Global Advisors LLC | 2.07% | Reduce -2.8% | 58,429 | $15.2M |
| ICONIQ Capital, LLC | 0.26% | Add +0.3% | 119,033 | $15.1M |
| Cornerstone Management, Inc. | 3.34% | No change | 57,915 | $15.1M |
| Annapolis Financial Services, LLC | 4.95% | Reduce -2.5% | 57,798 | $15.0M |
| Glenview Trust Co | 0.32% | Add +1.6% | 57,684 | $15.0M |
| Allianz Asset Management GmbH | 0.03% | Add +1187.5% | 57,680 | $15.0M |
| IHT Wealth Management, LLC | 0.60% | Reduce -0.1% | 57,516 | $14.9M |
| Long Island Wealth Management, Inc. | 10.53% | Reduce -3.2% | 57,383 | $14.9M |
| NorthRock Partners, LLC | 0.57% | Add +2.7% | 57,363 | $14.9M |
| Continuum Advisory, LLC | 2.23% | Reduce -20.5% | 57,645 | $14.9M |
| Aspen Grove Capital, LLC | 4.18% | Reduce -2.0% | 56,913 | $14.8M |
| Trinity Financial Advisors LLC | 6.65% | Add +37.8% | 56,887 | $14.8M |
| Argent Trust Co | 0.67% | Add +139.5% | 56,882 | $14.8M |
| NovaPoint Capital, LLC | 5.13% | Add +19.8% | 56,336 | $14.6M |
| FSM Wealth Advisors, LLC | 5.20% | Add +18.6% | 56,332 | $14.6M |
| New England Asset Management Inc. | 2.36% | No change | 56,165 | $14.6M |
| Federation des caisses Desjardins du Quebec | 0.10% | Add +0.2% | 55,865 | $14.5M |
| Robertson Stephens Wealth Management, LLC | 0.80% | Add +0.5% | 55,846 | $14.5M |
| InterOcean Capital Group, LLC | 0.35% | Reduce -5.7% | 55,725 | $14.5M |
| Imprint Wealth LLC | 3.51% | New | 55,704 | $14.5M |
| Dorsey & Whitney Trust CO LLC | 0.99% | Reduce -2.4% | 55,621 | $14.5M |
| Empirical Finance, LLC | 0.88% | Reduce -1.2% | 55,374 | $14.4M |
| O'shaughnessy Asset Management, LLC | 0.16% | Add +12.1% | 55,268 | $14.4M |
| Schroder Investment Management Group | 0.02% | Add +46.5% | 55,155 | $14.3M |
| GoalVest Advisory LLC | 4.78% | Reduce -1.3% | 55,098 | $14.3M |
| Signaturefd, LLC | 0.30% | Add +1.4% | 54,945 | $14.3M |
| Westside Investment Management, Inc. | 3.42% | Add +2.5% | 54,908 | $14.3M |
| Blackston Financial Advisory Group, LLC | 9.47% | Reduce -1.8% | 54,901 | $14.3M |
| Sinecera Capital, LLC | 19.65% | Reduce -11.0% | 52,673 | $14.2M |
| Seldon Capital LP | 8.51% | No change | 54,098 | $14.1M |
| Davis R M Inc. | 0.29% | Add +3.5% | 54,026 | $14.0M |
| Seven Post Investment Office LP | 3.42% | Reduce -23.8% | 53,964 | $14.0M |
| Legacy Financial Strategies, LLC | 3.61% | Add +0.9% | 53,887 | $14.0M |
| TCI Wealth Advisors, Inc. | 1.37% | Reduce -16.5% | 53,593 | $13.9M |
| SteelPeak Wealth, LLC | 0.71% | Add +534.5% | 53,462 | $13.9M |
| Sageworth Trust Co of South Dakota | 21.46% | Add +17.3% | 53,447 | $13.9M |
| Freestone Capital Holdings, LLC | 0.51% | Add +6.2% | 52,762 | $13.7M |
| Pine Harbor Wealth Management, LLC | 8.61% | Add +14.6% | 52,612 | $13.7M |
| Hoylecohen, LLC | 1.04% | Add +3.2% | 52,454 | $13.6M |
| Applied Capital LLC | 8.05% | Add +2.9% | 52,174 | $13.6M |
| LexAurum Advisors, LLC | 3.44% | Reduce -1.7% | 52,148 | $13.6M |
| Associated Banc-Corp | 0.43% | Add +1.2% | 52,011 | $13.5M |
| Dakota Wealth Management | 0.34% | Add +7.2% | 51,615 | $13.4M |
| Foster Dykema Cabot & Partners, LLC | 1.25% | Reduce -9.2% | 51,561 | $13.4M |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 5.53% | Reduce -1.0% | 51,551 | $13.4M |
| Advisor OS, LLC | 1.54% | Reduce -1.3% | 51,515 | $13.4M |
| GFS Advisors, LLC | 2.20% | Reduce -0.3% | 51,163 | $13.3M |
| Goldstone Financial Group, LLC | 3.04% | Add +4.9% | 51,012 | $13.3M |
| Brookstone Capital Management | 0.24% | Add +2.8% | 50,992 | $13.3M |
| MJP Associates Inc. | 2.88% | Reduce -1.8% | 50,865 | $13.2M |
| New Covenant Trust Company, N.A. | 13.16% | — | 50,639 | $13.2M |
| Gilbert & Cook, Inc. | 1.79% | Add +18.7% | 50,584 | $13.1M |
| Keeley-Teton Advisors, LLC | 1.62% | Reduce -4.1% | 50,531 | $13.1M |
| Coston, McIsaac & Partners | 4.22% | Add +7.3% | 50,520 | $13.1M |
| SVB Wealth LLC | 0.29% | Reduce -16.3% | 50,104 | $13.0M |
| Sigma Planning Corp | 0.41% | Add +113.4% | 49,670 | $12.9M |
| Conning Inc. | 0.44% | No change | 49,266 | $12.8M |
| Lanham O'Dell & Company, Inc. | 6.48% | Add +5.7% | 49,235 | $12.8M |
| StoneX Group Inc. | 1.14% | Add +16.6% | 48,994 | $12.7M |
| Aptus Capital Advisors, LLC | 0.27% | Add +400.8% | 48,823 | $12.7M |
| Canopy Partners, LLC | 6.19% | Add +150.5% | 48,745 | $12.7M |
| Wedbush Securities Inc. | 0.47% | Add +7.3% | 48,705 | $12.7M |
| Atlantic Private Wealth, LLC | 10.50% | Reduce -7.8% | 48,551 | $12.6M |
| Sound View Wealth Advisors Group, LLC | 1.34% | Add +45.3% | 48,213 | $12.5M |
| Webster Bank, N. A. | 1.40% | Reduce -0.2% | 48,145 | $12.5M |
| Essential Planning, LLC. | 6.24% | Reduce -0.0% | 52,568 | $12.5M |
| Rothschild Wealth LLC | 4.38% | — | 47,851 | $12.4M |
| LJI Wealth Management, LLC | 3.20% | Add +4.7% | 47,614 | $12.4M |
| Mgo One Seven LLC | 0.64% | Add +22.9% | 47,481 | $12.3M |
| Sard Wealth Management Group, LLC | 11.05% | Add +3.9% | 47,072 | $12.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.28% | Add +4.6% | 47,002 | $12.2M |
| Almanack Investment Partners, LLC. | 2.07% | Reduce -0.2% | 46,843 | $12.2M |
| Barclays PLC | 0.01% | Reduce -19.2% | 46,699 | $12.1M |
| Asset Management Group, Inc. | 1.84% | Reduce -0.0% | 46,501 | $12.1M |
| Headinvest, LLC | 2.36% | Add +1.5% | 46,453 | $12.1M |
| Modern Wealth Management, LLC | 1.12% | Add +44.6% | 46,268 | $12.0M |
| Flputnam Investment Management Co. | 0.25% | Reduce -1.2% | 46,020 | $12.0M |
| Chilton Investment Co. Inc. | 0.33% | No change | 45,910 | $11.9M |
| Simplicity Wealth,LLC | 0.28% | New | 45,730 | $11.9M |
| Plotkin Financial Advisors, LLC | 7.87% | Add +215.3% | 45,668 | $11.9M |
| Western Wealth Management, LLC | 0.92% | Reduce -18.6% | 45,475 | $11.8M |
| Prairie Sky Financial Group LLC | 7.08% | Add +0.3% | 45,391 | $11.8M |
| FFT Wealth Management LLC | 1.01% | Reduce -83.6% | 45,229 | $11.8M |
| Angeles Wealth Management, LLC | 1.16% | Reduce -1.8% | 44,726 | $11.6M |
| Perennial Investment Advisors, LLC | 1.77% | Reduce -4.5% | 44,678 | $11.6M |
| Natixis Advisors, LLC | 0.03% | Reduce -60.8% | 44,551 | $11.6M |
| Nia Impact Advisors, LLC | 4.60% | — | 44,419 | $11.5M |
| Bokf, NA | 0.21% | Reduce -1.3% | 44,392 | $11.5M |
| Chevy Chase Trust Holdings, LLC | 0.04% | Add +8.1% | 44,350 | $11.5M |
| One Capital Management, LLC | 0.42% | Add +8.5% | 44,167 | $11.5M |
| Prospera Financial Services Inc | 0.34% | Add +10.3% | 44,112 | $11.5M |
| Carr Financial Group Corp | 3.81% | Reduce -4.0% | 44,024 | $11.4M |
| Leavell Investment Management, Inc. | 0.66% | Add +3.0% | 43,927 | $11.4M |
| Liberty Wealth Management LLC | 2.23% | Add +1792.1% | 43,821 | $11.4M |
| Shelter Mutual Insurance Co | 2.94% | No change | 43,850 | $11.4M |
| Monograph Wealth Advisors, LLC | 1.67% | Reduce -0.2% | 43,797 | $11.4M |
| Evermay Wealth Management LLC | 1.72% | Reduce -9.1% | 43,780 | $11.4M |
| HT Partners LLC | 4.11% | Add +5.0% | 43,638 | $11.3M |
| Bristlecone Advisors, LLC | 1.00% | Add +2.1% | 43,626 | $11.3M |
| Fairview Capital Investment Management, LLC | 0.64% | Reduce -12.9% | 43,529 | $11.3M |
| Fayez Sarofim & Co | 0.03% | No change | 43,479 | $11.3M |
| Integrated Advisors Network LLC | 0.58% | Add +3.0% | 43,466 | $11.3M |
| OneAscent Financial Services LLC | 1.25% | Reduce -3.4% | 43,397 | $11.3M |
| Thoroughbred Financial Services, LLC | 1.08% | Reduce -21.0% | 43,316 | $11.3M |
| Maryland Capital Advisors Inc. | 6.97% | Reduce -3.3% | 43,219 | $11.2M |
| AA Financial Advisors, LLC | 4.53% | Add +0.5% | 43,172 | $11.2M |
| Klingman & Associates, LLC | 0.80% | Reduce 0.0% | 43,004 | $11.2M |
| Moloney Securities Asset Management, LLC | 1.68% | Add +21.7% | 42,731 | $11.1M |
| Arlington Trust Co LLC | 2.85% | Add +358.8% | 42,646 | $11.1M |
| Great Point Wealth Advisors, LLC | 2.57% | Reduce -53.9% | 42,394 | $11.0M |
| WealthCollab, LLC | 8.13% | Add +14.6% | 42,388 | $11.0M |
| NBT Bank, N.A. | 0.81% | Add +16.6% | 42,332 | $11.0M |
| Traphagen Investment Advisors LLC | 1.17% | Add +0.5% | 42,244 | $11.0M |
| LifeGuide Financial Advisors, LLC | 5.49% | Reduce -3.3% | 41,963 | $10.9M |
| Badgley Phelps Wealth Managers, LLC | 0.27% | Reduce -1.9% | 41,716 | $10.8M |
| B. Riley Wealth Advisors, Inc. | 0.29% | Add +19.0% | 50,829 | $10.8M |
| Ironwood Investment Management LLC | 5.27% | Reduce -1.5% | 41,508 | $10.8M |
| Culbertson A N & Co. Inc. | 1.86% | Add +1.5% | 41,418 | $10.8M |
| Harbor Investment Advisory, LLC | 1.12% | Add +3.8% | 41,338 | $10.7M |
| Prudential Financial Inc. | 0.02% | Add +2.5% | 41,325 | $10.7M |
| CreativeOne Wealth, LLC | 0.43% | Add +15.6% | 41,230 | $10.7M |
| IRON Financial LLC | 5.97% | Reduce -1.5% | 41,193 | $10.7M |
| W.H. Cornerstone Investments Inc. | 7.68% | Add +39.2% | 40,992 | $10.7M |
| Sandy Cove Advisors, LLC | 4.90% | Add +104.7% | 40,948 | $10.6M |
| Concourse Financial Group Securities, Inc. | 0.69% | Reduce -3.0% | 40,946 | $10.6M |
| Lane & Associates LLC | 6.67% | Add +40.3% | 40,795 | $10.6M |
| International Assets Investment Management, LLC | 1.10% | Add +6.0% | 40,609 | $10.5M |
| LM Advisors LLC | 1.84% | Add +10.9% | 40,149 | $10.4M |
| Aspect Partners, LLC | 8.22% | Add +12.9% | 40,051 | $10.4M |
| Stratos Wealth Advisors, LLC | 0.62% | Add +4.6% | 39,969 | $10.4M |
| Cresta Advisors, Ltd. | 6.49% | Add +2.5% | 39,359 | $10.2M |
| Olistico Wealth, LLC | 7.38% | Add +6.0% | 39,358 | $10.2M |
| Koshinski Asset Management, Inc. | 1.04% | Reduce -9.8% | 39,123 | $10.2M |
| Private Trust Co. NA | 1.09% | Reduce -7.3% | 38,970 | $10.1M |
| Bleakley Financial Group, LLC | 0.29% | Reduce -0.3% | 38,951 | $10.1M |
| Abound Wealth Management | 3.85% | Reduce -0.0% | 38,869 | $10.1M |
| Cambridge Advisors Inc. | 2.38% | Reduce -2.9% | 38,826 | $10.1M |
| Steph & Co. | 3.46% | Reduce -0.2% | 38,699 | $10.1M |
| WASHINGTON TRUST Co | 0.37% | Add +6.3% | 38,597 | $10.0M |
| Rinkey Investments | 3.64% | Reduce -2.1% | 38,467 | $10.0M |
| Ti-Trust, Inc. | 7.28% | Reduce -0.7% | 38,140 | $9.9M |
| Philip James Wealth Mangement, LLC | 7.00% | Add +5.0% | 38,000 | $9.9M |
| Basso Capital Management, L.P. | 9.30% | Add +1.2% | 37,900 | $9.9M |
| Modus Advisors, LLC | 3.63% | Reduce -1.3% | 37,689 | $9.8M |
| Azimuth Capital Investment Management LLC | 0.40% | Add +5.6% | 37,681 | $9.8M |
| McAdam, LLC | 0.63% | Reduce -1.8% | 37,606 | $9.8M |
| SigFig Wealth Management, LLC | 0.36% | Reduce -12.6% | 41,009 | $9.7M |
| Carnegie Investment Counsel | 0.30% | Reduce -14.5% | 37,231 | $9.7M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.59% | Add +37.1% | 37,229 | $9.7M |
| Tortoise Investment Management, LLC | 1.17% | Reduce -1.9% | 37,042 | $9.6M |
| Clarity Capital Advisors, LLC | 7.64% | Add +1.4% | 36,855 | $9.6M |
| Cahill Wealth Management, LLC | 5.56% | Reduce -1.2% | 36,776 | $9.6M |
| Kingsview Wealth Management, LLC | 0.24% | Add +3.2% | 36,735 | $9.5M |
| Atlas Capital Advisors Inc. | 1.49% | Add +2.5% | 36,570 | $9.5M |
| GYL Financial Synergies, LLC | 0.74% | Reduce -2.1% | 36,513 | $9.5M |
| Quadrant Capital Group LLC | 0.75% | Reduce -0.7% | 36,415 | $9.5M |
| Burns J W & Co. Inc. | 1.31% | Add +33.6% | 36,095 | $9.4M |
| Mill Creek Capital Advisors, LLC | 0.25% | Reduce -1.0% | 35,885 | $9.3M |
| Versant Capital Management, Inc | 2.66% | Reduce -2.5% | 35,872 | $9.3M |
| GenTrust, LLC | 0.57% | Reduce -0.5% | 35,817 | $9.3M |
| AE Wealth Management LLC | 0.10% | Reduce -93.1% | 35,685 | $9.3M |
| Cibc World Market Inc. | 0.02% | Reduce -2.7% | 35,576 | $9.2M |
| Frazier Financial Advisors, LLC | 7.57% | Reduce -26.1% | 35,521 | $9.2M |
| Intelligent Financial Strategies | 5.72% | Add +12.1% | 35,490 | $9.2M |
| Lantz Financial LLC | 2.96% | Reduce -1.8% | 35,423 | $9.2M |
| Wilson & Boucher Capital Management, LLC | 7.25% | Add +5.5% | 35,404 | $9.2M |
| Fort Pitt Capital Group, LLC | 0.28% | Reduce -67.6% | 35,371 | $9.2M |
| Strategic Financial Concepts, LLC | 2.20% | Add +729.0% | 35,207 | $9.2M |
| Atlas Brown,Inc. | 3.33% | Add +10.7% | 35,158 | $9.1M |
| Vernal Point Advisors, LLC | 7.79% | Add +2.5% | 35,077 | $9.1M |
| Sequent Planning LLC | 3.29% | — | 35,026 | $9.1M |
| Philadelphia Trust Co. | 0.73% | No change | 34,940 | $9.1M |
| Professional Financial Advisors, LLC | 2.59% | Add +194.2% | 34,848 | $9.1M |
| Highland Capital Management, LLC | 0.52% | Reduce -8.7% | 34,764 | $9.0M |
| Silver Oak Advisory Group, Inc. | 5.07% | Reduce -3.4% | 34,747 | $9.0M |
| FineMark National Bank & Trust | 0.34% | Add +46.0% | 34,698 | $9.0M |
| Nwam LLC | 0.73% | Add +15.5% | 34,915 | $9.0M |
| Oppenheimer & Co. Inc. | 0.15% | Add +1.2% | 34,548 | $9.0M |
| Bluespring Wealth Management, LLC | 0.98% | Reduce -2.2% | 34,420 | $8.9M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 3.75% | Add +1.1% | 35,655 | $8.9M |
| Trust Point Inc. | 0.70% | Reduce -1.1% | 34,111 | $8.9M |
| Wexford Capital LP | 1.81% | No change | 34,015 | $8.8M |
| HTLF Bank | 1.01% | Add +2.9% | 33,997 | $8.8M |
| Hall Laurie J Trustee | 3.10% | Reduce -0.1% | 33,887 | $8.8M |
| Franklin Resources Inc. | 0.00% | Add +4.4% | 33,758 | $8.8M |
| Glassman Wealth Services | 1.77% | Add +8.2% | 33,648 | $8.7M |
| 1900 Wealth Management LLC | 0.79% | Reduce -11.1% | 33,199 | $8.6M |
| Summit Financial Wealth Advisors, LLC | 1.75% | Add +4.4% | 33,179 | $8.6M |
| Beacon Financial Group | 0.99% | Reduce -3.4% | 33,142 | $8.6M |
| Emprise Bank | 5.76% | — | 32,931 | $8.6M |
| Bouchey Financial Group, Ltd. | 0.84% | Reduce -1.3% | 32,785 | $8.5M |
| IFP Advisors, Inc | 0.37% | Reduce -11.2% | 32,697 | $8.5M |
| Wilbanks Smith & Thomas Asset Management LLC | 0.24% | Add +1.9% | 32,648 | $8.5M |
| Onyx Bridge Wealth Group LLC | 1.51% | Reduce -0.7% | 33,665 | $8.5M |
| Capital Square, LLC | 5.96% | New | 32,472 | $8.4M |
| Partners in Financial Planning | 1.87% | Reduce -2.9% | 32,324 | $8.4M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +292.1% | 32,150 | $8.4M |
| Park National Corp. | 0.32% | Reduce -5.9% | 31,985 | $8.3M |
| Sonata Capital Group Inc. | 3.78% | Reduce -3.3% | 31,937 | $8.3M |
| Patton Albertson Miller Group, LLC | 1.24% | Reduce -0.1% | 31,898 | $8.3M |
| Signet Financial Management, LLC | 1.14% | Reduce -3.8% | 31,892 | $8.3M |
| Sapient Capital LLC | 0.18% | Add +2.5% | 31,853 | $8.3M |
| Great Lakes Retirement, Inc. | 1.22% | Reduce -0.4% | 31,833 | $8.3M |
| FC Advisory LLC | 3.04% | Add +0.2% | 31,721 | $8.2M |
| Ancora Advisors LLC | 0.19% | Reduce -11.4% | 31,698 | $8.2M |
| Norway Savings Bank | 3.42% | Reduce -2.1% | 31,571 | $8.2M |
| Nations Financial Group Inc, /Ia/ | 0.69% | Add +3.1% | 31,560 | $8.2M |
| Boston Mountain Money Management Inc. | 5.60% | — | 31,461 | $8.2M |
| Sharper & Granite LLC | 3.94% | Reduce -0.4% | 31,723 | $8.2M |
| American Money Management, LLC | 1.70% | Reduce -0.9% | 31,362 | $8.2M |
| Blue Bell Private Wealth Management, LLC | 1.74% | Reduce -3.6% | 31,226 | $8.1M |
| JFS Wealth Advisors, LLC | 0.64% | Reduce -1.1% | 31,193 | $8.1M |
| SignalPoint Asset Management, LLC | 2.22% | Add +1.5% | 31,076 | $8.1M |
| Chesley Taft & Associates LLC | 0.41% | Reduce -3.9% | 31,049 | $8.1M |
| Financial Alternatives, Inc | 6.24% | Add +13.7% | 31,047 | $8.1M |
| Oarsman Capital, Inc. | 1.92% | Reduce -15.0% | 30,954 | $8.0M |
| Graves Light Lenhart Wealth, Inc. | 0.93% | Reduce -2.7% | 30,946 | $8.0M |
| Carolinas Wealth Consulting LLC | 1.58% | Add +3.4% | 30,870 | $8.0M |
| Root Financial Partners, LLC | 2.37% | Add +18.1% | 30,709 | $8.0M |
| Patriot Financial Group Insurance Agency, LLC | 1.27% | Reduce -9.8% | 30,694 | $8.0M |
| Sovereign Investment Advisors, LLC | 2.74% | Add +0.3% | 30,553 | $7.9M |
| PGIM Custom Harvest LLC | 0.20% | Add +2.8% | 30,540 | $7.9M |
| Harfst & Associates, Inc. | 1.88% | Reduce -2.6% | 30,389 | $7.9M |
| GC Wealth Management RIA, LLC | 1.57% | Add +2565.0% | 30,114 | $7.8M |
| ACT Advisors, LLC. | 4.25% | Reduce -1.7% | 29,828 | $7.8M |
| Forbes Financial Planning, Inc. | 6.67% | Add +3.2% | 29,812 | $7.7M |
| Focus Financial Network, Inc. | 0.38% | — | 31,307 | $7.7M |
| Weaver Consulting Group | 2.85% | Add +0.2% | 29,641 | $7.7M |
| Arden Trust Co | 1.07% | Reduce -7.0% | 29,513 | $7.7M |
| Valeo Financial Advisors, LLC | 0.27% | Add +10.8% | 30,552 | $7.7M |
| Regal Investment Advisors LLC | 0.52% | Add +3.4% | 29,234 | $7.6M |
| Newton One Investments LLC | 3.34% | Add +1.4% | 29,211 | $7.6M |
| Smallwood Wealth Investment Management, LLC | 5.88% | Reduce -0.1% | 29,184 | $7.6M |
| Heritage Investors Management Corp. | 0.27% | Reduce -0.9% | 29,089 | $7.6M |
| Essex Financial Services, Inc. | 0.69% | Reduce -0.7% | 28,974 | $7.5M |
| Providence First Trust Co | 3.26% | Reduce -1.8% | 28,946 | $7.5M |
| Level Four Advisory Services, LLC | 0.41% | No change | 31,634 | $7.5M |
| Hall Kathryn A. | 1.73% | Add +23.1% | 28,861 | $7.5M |
| Boston Financial Mangement LLC | 0.24% | Add +3.3% | 28,829 | $7.5M |
| Sanders Morris Harris LLC | 1.38% | Reduce -98.3% | 267 | $7.5M |
| One Day In July LLC | 0.99% | Add +2.3% | 28,774 | $7.5M |
| Arq Wealth Advisors, LLC | 3.24% | Reduce -1.3% | 28,747 | $7.5M |
| Miramar Fiduciary Corp | 5.46% | No change | 28,710 | $7.5M |
| NRI Wealth Management LC | 6.30% | Add +3.1% | 28,684 | $7.5M |
| Sage Rhino Capital LLC | 1.76% | Add +1.2% | 28,655 | $7.4M |
| Trek Financial, LLC | 0.59% | Add +4.6% | 28,599 | $7.4M |
| Private Ocean, LLC | 0.79% | Reduce -9.2% | 28,573 | $7.4M |
| Raymond James Trust N.A. | 0.18% | Reduce -14.8% | 28,202 | $7.3M |
| Vannoy Advisory Group, Inc. | 5.70% | Add +0.1% | 28,113 | $7.3M |
| Life Planning Partners, Inc | 7.27% | Add +0.3% | 28,081 | $7.3M |
| PFG Investments, LLC | 0.44% | Add +76.3% | 28,022 | $7.3M |
| Phillips Financial Management, LLC | 0.60% | Reduce -1.7% | 27,991 | $7.3M |
| Lansing Street Advisors | 3.26% | Add +0.2% | 27,888 | $7.2M |
| WealthPlan Investment Management, LLC | 1.10% | Reduce -21.2% | 27,841 | $7.2M |
| Relyea Zuckerberg Hanson LLC | 1.26% | Add +0.3% | 27,724 | $7.2M |
| Belpointe Asset Management LLC | 0.54% | Add +16.4% | 27,699 | $7.2M |
| Diversify Advisory Services, LLC | 0.42% | — | 27,666 | $7.2M |
| CVA Family Office, LLC | 1.28% | Add +0.1% | 27,609 | $7.2M |
| Asset Dedication, LLC | 0.53% | Add +0.9% | 27,462 | $7.1M |
| Gridiron Partners, LLC | 4.53% | No change | 27,335 | $7.1M |
| Denver PWM, LLC | 2.74% | Reduce -14.6% | 27,727 | $7.1M |
| Drive Wealth Management, LLC | 1.98% | Add +34.0% | 27,202 | $7.1M |
| Wealth Management Associates, Inc. | 3.31% | Reduce -2.3% | 26,390 | $7.1M |
| Trust Co | 0.93% | No change | 27,131 | $7.1M |
| Debussy Capital Management LP | 2.05% | Reduce -0.8% | 27,284 | $7.0M |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.72% | Add +5.0% | 27,050 | $7.0M |
| Legacy Wealth Management, LLC | 0.52% | No change | 26,995 | $7.0M |
| Silver Oak Securities, Incorporated | 1.07% | Reduce -17.9% | 26,959 | $7.0M |
| Compass Financial Group, Inc. | 3.72% | Add +0.8% | 26,863 | $7.0M |
| United Services Automobile Association | 0.17% | Reduce -9.4% | 26,778 | $7.0M |
| Dogwood Wealth Management LLC | 4.71% | Add +8.1% | 26,775 | $7.0M |
| Wealth Effects LLC | 2.55% | Add +0.8% | 26,638 | $6.9M |
| Transcend Capital Advisors, LLC | 0.56% | Add +3.7% | 26,633 | $6.9M |
| Bradley Foster & Sargent Inc. | 0.12% | Reduce -1.1% | 26,626 | $6.9M |
| Comprehensive Financial Management LLC | 0.22% | Add +0.0% | 26,600 | $6.9M |
| Spire Wealth Management | 0.13% | Add +5.3% | 26,569 | $6.9M |
| CFO4Life Group, LLC | 1.25% | Add +0.1% | 26,468 | $6.9M |
| Susquehanna International Group, LLP | 0.01% | Reduce -70.9% | 26,458 | $6.9M |
| Capital Investment Advisory Services, LLC | 0.74% | Reduce -9.7% | 26,455 | $6.9M |
| Advisory Alpha, LLC | 0.28% | Reduce -3.5% | 26,424 | $6.9M |
| Global Trust Asset Management, LLC | 2.82% | Add +5.3% | 26,410 | $6.9M |
| Ferguson Wellman Capital Management, Inc. | 0.14% | Reduce -0.3% | 26,186 | $6.8M |
| DAVENPORT & Co LLC | 0.04% | Add +8.6% | 26,184 | $6.8M |
| Mathes Company, Inc. | 2.57% | Add +0.6% | 26,140 | $6.8M |
| Highland Financial Advisors, LLC | 2.70% | Reduce -1.8% | 25,922 | $6.7M |
| Saxon Interests, Inc. | 3.20% | Reduce -6.3% | 25,840 | $6.7M |
| L & S Advisors Inc | 0.86% | Reduce -0.1% | 25,726 | $6.7M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.07% | Reduce -6.8% | 26,980 | $6.7M |
| Capital Group Private Client Services, Inc. | 0.07% | Add +6.4% | 25,681 | $6.7M |
| Accredited Investors Inc. | 0.43% | Add +1.4% | 25,663 | $6.7M |
| Symphony Financial, Ltd. Co. | 1.55% | Reduce -25.6% | 25,664 | $6.7M |
| C M Bidwell & Associates Ltd. | 4.54% | Add +6.6% | 25,642 | $6.7M |
| Hohimer Wealth Management, LLC | 1.56% | Add +8.0% | 25,595 | $6.7M |
| Keyes, Stange & Wooten Wealth Management, LLC | 5.85% | Reduce -2.3% | 25,565 | $6.6M |
| Cambridge Trust Co. | 0.25% | Reduce -3.1% | 25,487 | $6.6M |
| Pitcairn Co. | 0.43% | Reduce -37.8% | 25,432 | $6.6M |
| Washington Trust Bank | 0.63% | Add +0.5% | 25,385 | $6.6M |
| Claro Advisors Inc. | 1.15% | Reduce -2.1% | 25,345 | $6.6M |
| Ramiah Investment Group | 6.17% | Add +4.8% | 25,234 | $6.6M |
| Retirement Planning Group, LLC | 0.50% | Reduce -0.4% | 25,220 | $6.6M |
| Evergreen Wealth Management, LLC | 4.43% | No change | 25,202 | $6.6M |
| Ironwood Financial, llc | 1.50% | Add +12.8% | 25,176 | $6.5M |
| Van Strum & Towne Inc. | 2.36% | Add +0.1% | 24,907 | $6.5M |
| S.A. Mason LLC | 3.89% | Add +2.9% | 24,875 | $6.5M |
| Abundance Wealth Counselors | 1.49% | Reduce -2.0% | 24,849 | $6.5M |
| Cyndeo Wealth Partners, LLC | 0.54% | Reduce -2.5% | 24,847 | $6.5M |
| Arrowroot Family Office, LLC | 4.14% | Add +1.8% | 24,830 | $6.5M |
| Romano Brothers and Company | 0.88% | Add +0.0% | 24,823 | $6.5M |
| Strategic Point Investment Advisors, LLC | 1.17% | Reduce -1.2% | 24,823 | $6.5M |
| Kovack Advisors, Inc. | 0.78% | Reduce -2.1% | 24,799 | $6.4M |
| Girard Partners LTD. | 0.60% | Add +3.1% | 24,676 | $6.4M |
| MassMutual Private Wealth & Trust, FSB | 0.20% | Add +4.5% | 24,629 | $6.4M |
| Fairhaven Wealth Management, LLC | 2.19% | Reduce -7.4% | 24,564 | $6.4M |
| Procyon Advisors, LLC | 0.49% | Reduce -9.9% | 24,443 | $6.4M |
| RHS Financial, LLC | 3.70% | Reduce -4.5% | 24,427 | $6.3M |
| Roberts Glore & Co. Inc. | 1.90% | Reduce -1.3% | 24,366 | $6.3M |
| Cypress Point Wealth Management, LLC | 3.24% | Add +32.8% | 24,320 | $6.3M |
| Advus Financial Partners, LLC | 1.94% | Add +1.4% | 24,108 | $6.3M |
| Glen Eagle Advisors, LLC | 1.19% | Add +0.6% | 24,080 | $6.3M |
| CX Institutional | 0.30% | Reduce -5.0% | 23,841 | $6.2M |
| Cutler Investment Counsel LLC | 0.83% | Add +2.3% | 23,681 | $6.2M |
| Waldron Private Wealth LLC | 0.28% | Add +34.6% | 23,631 | $6.1M |
| Montis Financial, LLC | 2.91% | Add +0.1% | 23,582 | $6.1M |
| Forte Capital LLC | 0.76% | Reduce -0.1% | 23,581 | $6.1M |
| Osborne Partners Capital Management, LLC | 0.38% | Reduce -1.8% | 23,510 | $6.1M |
| R. W. Roge & Company, Inc. | 3.62% | Reduce -6.1% | 23,135 | $6.0M |
| Sand Hill Global Advisors, LLC | 0.28% | Reduce -3.3% | 22,918 | $6.0M |
| Boston Family Office LLC | 0.43% | Add +4.0% | 22,778 | $5.9M |
| Pitti Group Wealth Management, LLC | 6.61% | Reduce -1.6% | 23,034 | $5.9M |
| National Bank of Canada | 0.01% | Reduce -0.8% | 22,852 | $5.9M |
| Pachira Investments Inc. | 4.81% | Reduce -0.1% | 22,663 | $5.9M |
| Cedar Brook Financial Partners, LLC | 1.16% | Add +8.9% | 22,596 | $5.9M |
| TD Private Client Wealth LLC | 0.19% | Reduce -4.3% | 22,584 | $5.9M |
| Accel Wealth Management | 2.45% | Add +28.1% | 22,246 | $5.8M |
| Spinnaker Investment Group, LLC | 1.62% | Add +0.9% | 22,206 | $5.8M |
| Stevens Capital Partners | 3.44% | Reduce -0.1% | 22,204 | $5.8M |
| Tenret Co LLC | 4.07% | No change | 22,186 | $5.8M |
| Seamount Financial Group Inc. | 5.05% | Add +0.1% | 22,157 | $5.8M |
| Painted Porch Advisors LLC | 3.50% | Add +1204.0% | 22,024 | $5.7M |
| M3 Advisory Group, LLC | 5.19% | Add +6.5% | 22,018 | $5.7M |
| Sabal Trust CO | 0.33% | Add +32.8% | 21,868 | $5.7M |
| Endowment Wealth Management, Inc. | 4.23% | Add +6.0% | 21,735 | $5.6M |
| Midland Wealth Advisors, LLC | 0.35% | Reduce -10.3% | 21,711 | $5.6M |
| Red Lighthouse Investment Management, LLC | 2.26% | Reduce -2.2% | 21,658 | $5.6M |
| Bradley & Co. Private Wealth Management, LLC | 4.54% | Add +12.9% | 21,615 | $5.6M |
| Good Life Advisors, LLC | 0.50% | Add +137.9% | 21,469 | $5.6M |
| RVW Wealth, LLC | 0.57% | Add +7.3% | 21,448 | $5.6M |
| Absolute Capital Management, LLC | 3.55% | Reduce -27.7% | 21,421 | $5.6M |
| Wimmer Associates 1, LLC | 2.92% | Reduce -0.8% | 21,390 | $5.6M |
| Axxcess Wealth Management, LLC | 0.16% | Reduce -26.4% | 21,329 | $5.5M |
| Arete Wealth Advisors, LLC | 0.51% | Reduce -1.6% | 21,271 | $5.5M |
| Inscription Capital, LLC | 0.91% | Add +37.6% | 21,230 | $5.5M |
| Pullen Investment Management, LLC | 4.66% | — | 21,222 | $5.5M |
| Acima Private Wealth, LLC | 2.03% | Add +0.4% | 21,206 | $5.5M |
| Human Investing LLC | 1.10% | Add +0.4% | 21,157 | $5.5M |
| Family Wealth Partners, LLC | 3.11% | Reduce -11.7% | 21,119 | $5.5M |
| Greenspring Advisors, LLC | 1.37% | Reduce -11.8% | 21,110 | $5.5M |
| Plan Group Financial, LLC | 3.60% | Add +14.3% | 21,105 | $5.5M |
| Gerber Kawasaki Wealth & Investment Management | 0.30% | Add +0.8% | 21,052 | $5.5M |
| Auto-Owners Insurance Co | 0.14% | No change | 21,000 | $5.5M |
| Morton Capital Management LLC | 1.47% | No change | 20,984 | $5.5M |
| Advocate Group LLC | 1.08% | Reduce -0.5% | 20,970 | $5.5M |
| Legacy Wealth Management, LLC / MS | 2.45% | Reduce -0.9% | 20,905 | $5.4M |
| Beaird Harris Wealth Management, LLC | 0.53% | Add +0.3% | 20,904 | $5.4M |
| Avior Wealth Management, LLC | 0.25% | Add +14.0% | 20,869 | $5.4M |
| Mayflower Financial Advisors, LLC | 0.90% | Add +0.0% | 20,818 | $5.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.64% | Add +163.9% | 20,766 | $5.4M |
| Swmg, LLC | 2.42% | Add +1.1% | 20,651 | $5.4M |
| Schechter Investment Advisors, LLC | 0.40% | Add +104.6% | 20,628 | $5.4M |
| West Financial Advisors, LLC | 1.15% | Reduce -0.3% | 20,615 | $5.4M |
| Quarry Hill Advisors, LLC | 3.94% | Add +8.8% | 20,600 | $5.4M |
| CM Wealth Advisors LLC | 1.53% | Add +735.7% | 20,850 | $5.3M |
| Kwmg, LLC | 0.58% | Reduce -10.0% | 20,522 | $5.3M |
| SWP Financial LLC | 3.73% | Reduce -3.1% | 20,677 | $5.3M |
| Hurlow Wealth Management Group, Inc. | 1.87% | Reduce -0.7% | 20,395 | $5.3M |
| Strid Group, LLC | 0.95% | Reduce -1.5% | 20,358 | $5.3M |
| Certuity, LLC | 0.47% | Add +21.4% | 20,192 | $5.2M |
| Founders Financial Securities LLC | 0.55% | Add +2.9% | 20,142 | $5.2M |
| PDS Planning, Inc | 0.55% | Add +0.6% | 20,048 | $5.2M |
| NWF Advisory Services Inc. | 0.87% | Add +29.6% | 20,046 | $5.2M |
| LGL Partners, LLC | 0.87% | Reduce -90.6% | 20,029 | $5.2M |
| Buckingham Capital Management, Inc. | 0.64% | Reduce -3.9% | 19,972 | $5.2M |
| Safeguard Financial, LLC | 1.69% | Reduce -3.2% | 19,963 | $5.2M |
| Wealth Architects, LLC | 0.68% | Add +103.3% | 19,921 | $5.2M |
| Weitzel Financial Services, Inc. | 2.61% | Add +1.5% | 19,992 | $5.2M |
| Mitchell Sinkler & Starr | 1.29% | Reduce -35.8% | 19,905 | $5.2M |
| Lakeside Advisors, INC. | 3.31% | No change | 19,900 | $5.2M |
| Lokken Investment Group LLC | 2.57% | Add +8.3% | 19,859 | $5.2M |
| L.M. Kohn & Company | 1.45% | Add +21.0% | 19,834 | $5.2M |
| Guardian Wealth Advisors, LLC / NC | 0.63% | Add +282.8% | 19,812 | $5.1M |
| Transform Wealth, LLC | 0.49% | Reduce -7.3% | 19,753 | $5.1M |
| Priebe Wealth Holdings LLC | 3.96% | Reduce -0.7% | 19,536 | $5.1M |
| Essex Private Wealth Management, LLC | 14.31% | Reduce -0.6% | 19,446 | $5.1M |
| NorthCrest Asset Manangement, LLC | 0.17% | Reduce -2.0% | 19,395 | $5.0M |
| Levin Capital Strategies, L.P. | 0.51% | No change | 19,346 | $5.0M |
| Callan Family Office, LLC | 1.17% | Add +2.9% | 19,282 | $5.0M |
| Blume Capital Management, Inc. | 1.22% | No change | 19,274 | $5.0M |
| John W. Brooker & Co., CPAs | 2.68% | Reduce -0.2% | 19,179 | $5.0M |
| Forum Financial Management, LP | 0.09% | Reduce -3.1% | 19,144 | $5.0M |
| Tarbox Family Office, Inc. | 0.87% | Reduce -0.0% | 19,066 | $5.0M |
| West Paces Advisors Inc. | 1.30% | Reduce -4.2% | 19,049 | $5.0M |
| Kennicott Capital Management LLC | 2.19% | No change | 19,049 | $5.0M |
| Summit Investment Advisory Services, LLC | 2.93% | Add +4.4% | 19,027 | $4.9M |
| Sax Wealth Advisors, LLC | 0.58% | Add +15.3% | 19,012 | $4.9M |
| BOK Financial Private Wealth, Inc. | 0.37% | Reduce -21.8% | 19,008 | $4.9M |
| Traveka Wealth, LLC | 2.28% | Add +6.2% | 18,994 | $4.9M |
| Martin Capital Advisors, LLP | 3.87% | Add +5.2% | 18,977 | $4.9M |
| TD Waterhouse Canada Inc. | 0.04% | Reduce -11.2% | 18,631 | $4.9M |
| McIlrath & Eck, LLC | 0.78% | Reduce -9.3% | 18,924 | $4.9M |
| Durante & Waters, LLC | 4.49% | Reduce -1.6% | 18,914 | $4.9M |
| Next Capital Management LLC | 1.99% | Add +0.2% | 18,842 | $4.9M |
| Fi3 FINANCIAL ADVISORS, LLC | 2.24% | Add +5.4% | 19,241 | $4.9M |
| Flagship Private Wealth, LLC | 3.15% | Add +1.5% | 18,764 | $4.9M |
| SilverOak Wealth Management LLC | 1.21% | Add +3.9% | 18,763 | $4.9M |
| FAS Wealth Partners, Inc. | 0.43% | Reduce -3.5% | 18,714 | $4.9M |
| Evergreen Capital Management LLC | 0.18% | Add +3.2% | 18,675 | $4.9M |
| Tandem Wealth Advisors LLC | 2.66% | Reduce -2.1% | 18,635 | $4.8M |
| Stonegate Investment Group, LLC | 0.15% | Reduce -0.6% | 18,570 | $4.8M |
| ARK & TLK Investments, LLC | 1.88% | Add +5.8% | 18,544 | $4.8M |
| Evercore Wealth Management, LLC | 0.08% | Reduce -0.8% | 18,542 | $4.8M |
| Intrua Financial, LLC | 0.75% | Reduce -3.3% | 18,506 | $4.8M |
| Naples Global Advisors, LLC | 0.49% | Add +4.0% | 18,483 | $4.8M |
| Wealthstream Advisors, Inc. | 1.81% | Add +4.7% | 18,392 | $4.8M |
| Parkside Advisors LLC | 1.23% | Add +42.7% | 18,380 | $4.8M |
| Harrell Investment Partners, LLC | 1.41% | Add +11.4% | 18,331 | $4.8M |
| Level Financial Advisors | 2.16% | Reduce -0.8% | 18,290 | $4.8M |
| Marotta Asset Management | 0.98% | Add +43.9% | 18,249 | $4.7M |
| Rockingstone Advisors LLC | 2.44% | Add +0.4% | 18,197 | $4.7M |
| Victory Financial Group, LLC | 2.79% | Reduce -19.3% | 18,148 | $4.7M |
| Syntegra Private Wealth Group, LLC | 0.61% | Reduce -0.8% | 18,134 | $4.7M |
| Valley Financial Group, Inc. | 3.58% | Reduce -12.0% | 18,110 | $4.7M |
| Norris Financial Group, LLC | 2.58% | Add +41.1% | 18,109 | $4.7M |
| Copperwynd Financial, LLC | 1.69% | Reduce -3.2% | 18,041 | $4.7M |
| Kaydan Wealth Management, Inc. | 1.59% | Reduce -1.1% | 17,944 | $4.7M |
| Guyasuta Investment Advisors Inc. | 0.34% | Reduce -0.4% | 19,659 | $4.7M |
| True Vision MN LLC | 3.28% | Reduce -5.3% | 18,500 | $4.7M |
| Rehmann Capital Advisory Group | 0.35% | Add +1.9% | 17,920 | $4.7M |
| Gateway Wealth Partners, LLC | 1.66% | Add +2.0% | 17,757 | $4.6M |
| Lebenthal Global Advisors, LLC | 1.02% | Reduce -2.6% | 17,703 | $4.6M |
| Squire Investment Management Company, LLC | 2.89% | Add +11.8% | 17,643 | $4.6M |
| Florida Trust Wealth Management Co | 0.16% | Add +63.6% | 17,629 | $4.6M |
| DBK Financial Counsel, LLC | 4.80% | Add +15.1% | 17,595 | $4.6M |
| BayBridge Capital Group, LLC | 3.98% | Reduce -1.0% | 18,437 | $4.6M |
| Wesbanco Bank Inc. | 0.17% | Add +5.6% | 17,516 | $4.6M |
| Studio Investment Management LLC | 1.08% | Add +12.1% | 17,479 | $4.5M |
| American Financial Advisors, LLC | 0.64% | Add +0.1% | 17,472 | $4.5M |
| D.B. Root & Company, LLC | 1.53% | Reduce -56.0% | 17,469 | $4.5M |
| Moisand Fitzgerald Tamayo, LLC | 0.69% | Reduce -1.8% | 17,440 | $4.5M |
| Fisher Asset Management | 0.00% | Reduce -10.9% | 17,265 | $4.5M |
| Compound Planning, Inc. | 0.41% | Add +10.1% | 17,220 | $4.5M |
| Capital Analysts, LLC | 0.21% | Add +6.2% | 17,184 | $4.5M |
| Ausdal Financial Partners, Inc. | 0.52% | Add +1.9% | 17,178 | $4.5M |
| Moody LYNN Lieberson & Walker, LLC | 0.30% | Add +0.7% | 17,135 | $4.5M |
| First Citizens Financial Corp | 2.63% | Add +10.7% | 17,065 | $4.4M |
| Silvercrest Asset Management Group LLC | 0.03% | No change | 17,023 | $4.4M |
| Trevian Wealth Management LLC | 2.99% | Add +12.1% | 16,878 | $4.4M |
| Petix & Botte Co | 1.09% | Reduce -50.5% | 16,877 | $4.4M |
| First Heartland Consultants, Inc. | 0.45% | Add +25.0% | 16,858 | $4.4M |
| Manchester Capital Management LLC | 0.54% | Add +16.6% | 16,850 | $4.4M |
| Eagle Strategies LLC | 0.97% | Add +407.0% | 16,833 | $4.4M |
| Howland Capital Management LLC | 0.21% | Add +0.0% | 16,789 | $4.4M |
| Axiom Advisory, LLC | 3.21% | Reduce -1.1% | 16,785 | $4.4M |
| Coyle Financial Counsel LLC | 1.55% | Add +0.1% | 16,719 | $4.3M |
| Earned Wealth Advisors, LLC | 1.66% | Reduce -2.2% | 16,690 | $4.3M |
| Sage Financial Group Inc. | 0.39% | Reduce -0.7% | 16,685 | $4.3M |
| TFB Advisors LLC | 1.57% | Reduce -7.9% | 17,466 | $4.3M |
| Stone Summit Wealth LLC | 1.50% | Add +4.9% | 16,654 | $4.3M |
| Kohmann Bosshard Financial Services, LLC | 0.60% | Reduce -1.8% | 16,586 | $4.3M |
| Wbi Investments, LLC | 0.89% | Add +14.2% | 16,546 | $4.3M |
| Resonant Capital Advisors, LLC | 0.37% | Add +0.1% | 16,524 | $4.3M |
| Meritage Portfolio Management | 0.27% | Add +5.8% | 16,511 | $4.3M |
| Private Wealth Partners, LLC | 0.34% | Reduce -1.5% | 16,451 | $4.3M |
| KPP Advisory Services LLC | 1.17% | New | 16,408 | $4.3M |
| Bluestem Financial Advisors, LLC | 2.20% | Add +0.0% | 16,379 | $4.3M |
| Private Capital Management LLC | 0.93% | Reduce -1.0% | 16,310 | $4.2M |
| Snowden Capital Advisors LLC | 0.13% | Add +8.2% | 16,307 | $4.2M |
| WealthBridge Capital Management, LLC | 1.43% | Add +0.7% | 16,283 | $4.2M |
| Rf&l Wealth Management, LLC | 3.26% | Reduce -3.5% | 16,275 | $4.2M |
| BancFirst Trust & Investment Management | 2.02% | Reduce -36.1% | 16,254 | $4.2M |
| Bogart Wealth, LLC | 0.22% | Add +0.2% | 16,229 | $4.2M |
| Renasant Bank | 3.00% | Reduce -1.7% | 16,199 | $4.2M |
| Lumbard & Kellner, LLC | 2.05% | Reduce -0.9% | 16,180 | $4.2M |
| Lion Street Advisors, LLC | 1.72% | No change | 17,724 | $4.2M |
| Synergy Asset Management, LLC | 0.71% | Add +9.0% | 16,173 | $4.2M |
| Riverview Capital Advisers, LLC | 1.44% | Add +0.1% | 16,123 | $4.2M |
| BluePointe Capital Management, LLC | 2.88% | No change | 16,115 | $4.2M |
| Janiczek Wealth Management, LLC | 0.89% | Reduce -0.1% | 16,106 | $4.2M |
| Lam Group, Inc. | 3.41% | Add +4.9% | 16,082 | $4.2M |
| Meridian Wealth Partners, LLC | 0.75% | Reduce -1.4% | 16,068 | $4.2M |
| United Bank | 0.50% | Reduce -10.1% | 16,000 | $4.2M |
| Single Point Partners, LLC | 0.96% | Reduce -0.7% | 15,973 | $4.2M |
| Synovus Financial Corp. | 0.05% | Add +12.1% | 15,942 | $4.1M |
| Insigneo Advisory Services, LLC | 0.49% | Add +2.8% | 15,848 | $4.1M |
| Greenhouse Wealth Management, LLC | 3.08% | Add +0.3% | 15,813 | $4.1M |
| Index Fund Advisors, Inc. | 0.23% | Add +0.2% | 15,765 | $4.1M |
| Pps&v Asset Management Consultants, Inc. | 3.02% | Reduce -6.4% | 15,759 | $4.1M |
| First National Bank of Omaha | 0.28% | Reduce -36.5% | 14,832 | $4.1M |
| Ironsides Asset Advisors, LLC | 1.39% | Add +37.8% | 15,635 | $4.1M |
| Plante Moran Financial Advisors, LLC | 0.44% | Reduce -5.0% | 15,616 | $4.1M |
| Hoese & Co LLP | 3.70% | Reduce -3.3% | 16,043 | $4.1M |
| Ledyard National Bank | 0.39% | Reduce -7.2% | 15,572 | $4.0M |
| PAX Financial Group, LLC | 0.81% | Add +33.2% | 15,521 | $4.0M |
| Gray Wealth Management Inc. | 1.80% | Add +7.3% | 15,509 | $4.0M |
| Orcam Financial Group | 4.41% | Add +10.5% | 15,504 | $4.0M |
| Sheaff Brock Investment Advisors, LLC | 0.32% | Add +4.3% | 15,484 | $4.0M |
| Arbor Wealth Advisors LLC | 3.79% | Reduce -1.1% | 15,458 | $4.0M |
| Marquette Associates, Inc. | 2.83% | Add +31.4% | 15,077 | $4.0M |
| QRG Capital Management, Inc. | 0.05% | Add +123.6% | 15,400 | $4.0M |
| HM Payson & Co. | 0.07% | Add +11.2% | 15,399 | $4.0M |
| Idaho Trust Co | 3.85% | New | 15,353 | $4.0M |
| Fingerlakes Wealth Management, Inc. | 3.85% | Add +1.1% | 15,353 | $4.0M |
| Cannell & Spears LLC | 0.08% | Add +2.3% | 15,350 | $4.0M |
| Arkadios Wealth Advisors | 0.31% | Add +1.9% | 15,264 | $4.0M |
| McLean Asset Management Corp | 1.35% | No change | 15,339 | $4.0M |
| Perennial Advisors, LLC | 0.92% | Add +3.5% | 15,149 | $3.9M |
| Values Added Financial LLC | 3.07% | Reduce -18.9% | 15,133 | $3.9M |
| Boston Trust Walden Corp | 0.03% | Add +10.9% | 15,113 | $3.9M |
| Gries Financial LLC | 0.65% | Add +0.5% | 15,018 | $3.9M |
| Flagstar Securities, Inc. | 1.08% | Add +5.3% | 14,952 | $3.9M |
| Treynor Bancshares, Inc. | 2.25% | Add +2.1% | 14,879 | $3.9M |
| Summit Global Investments | 0.29% | Add +162.8% | 14,875 | $3.9M |
| Gerber, LLC | 3.24% | Reduce -8.0% | 14,871 | $3.9M |
| Avestar Capital, LLC | 0.44% | Reduce -55.9% | 14,767 | $3.8M |
| Planning Capital Management Corp | 2.80% | Add +0.1% | 14,736 | $3.8M |
| Trademark Financial Management, LLC | 3.17% | Reduce -1.2% | 14,718 | $3.8M |
| Larson Financial Group LLC | 0.30% | Add +23.1% | 14,716 | $3.8M |
| Csenge Advisory Group | 0.21% | Reduce -8.7% | 14,698 | $3.8M |
| Nvwm, LLC | 1.04% | Reduce -1.3% | 14,603 | $3.8M |
| Charter Oak Capital Management, LLC | 0.41% | Reduce -6.5% | 14,601 | $3.8M |
| Hanson & Doremus Investment Management | 0.65% | Reduce -0.5% | 14,560 | $3.8M |
| Narus Financial Partners, LLC | 1.61% | Add +1.6% | 14,496 | $3.8M |
| Councilmark Asset Management, LLC | 2.71% | — | 14,480 | $3.8M |
| Iron Gate Global Advisors LLC | 0.68% | Add +3.8% | 14,495 | $3.8M |
| Rothschild Investment LLC | 0.27% | Add +353.8% | 14,404 | $3.7M |
| Keener Financial Planning LLC | 2.57% | Add +4.2% | 14,391 | $3.7M |
| KOM Wealth Management Group, LLC | 3.68% | Add +1.0% | 14,387 | $3.7M |
| Trust Co. of Vermont | 0.21% | Add +34.2% | 14,366 | $3.7M |
| Legacy Financial Advisors, Inc. | 0.67% | Reduce -8.5% | 14,336 | $3.7M |
| Legal Advantage Investments, Inc. | 2.08% | New | 14,322 | $3.7M |
| Capital Investment Advisors, LLC | 0.09% | Add +0.8% | 14,314 | $3.7M |
| Estate Counselors, LLC | 0.42% | Reduce -95.5% | 14,279 | $3.7M |
| Cynosure Group, LLC | 0.67% | Add +510.8% | 14,268 | $3.7M |
| Coordinated Financial Services, Inc. | 3.28% | — | 14,261 | $3.7M |
| Realta Investment Advisors | 0.76% | Reduce -1.1% | 14,246 | $3.7M |
| Smart Money Group LLC | 1.44% | Reduce -1.8% | 14,882 | $3.7M |
| Hudson Value Partners, LLC | 1.57% | Add +27.9% | 14,200 | $3.7M |
| Vicus Capital | 0.34% | Reduce -1.6% | 14,196 | $3.7M |
| Pinnacle Financial Group, LLC / IL | 1.62% | Reduce -9.1% | 14,192 | $3.7M |
| ProVise Management Group, LLC | 0.32% | Reduce -0.1% | 14,168 | $3.7M |
| Smith Salley Wealth Management | 0.29% | Reduce -1.2% | 14,141 | $3.7M |
| WCG Wealth Advisors LLC | 0.31% | Reduce -33.7% | 14,135 | $3.7M |
| Kendall Capital Management | 1.26% | Reduce -0.9% | 14,126 | $3.7M |
| SeaCrest Wealth Management, LLC | 0.45% | Reduce -1.8% | 14,114 | $3.7M |
| BNC Wealth Management, LLC | 1.57% | Reduce -47.1% | 14,098 | $3.7M |
| Capital Investment Counsel, LLC | 0.78% | Add +135.4% | 14,081 | $3.7M |
| Waterloo Capital, L.P. | 0.47% | Reduce -20.5% | 14,057 | $3.7M |
| Washington Trust Advisors, Inc. | 0.33% | Add +1.8% | 14,011 | $3.6M |
| Columbus Macro, LLC | 1.38% | Reduce -1.3% | 14,006 | $3.6M |
| ALM First Financial Advisors, LLC | 1.01% | No change | 14,000 | $3.6M |
| NavPoint Financial, Inc. | 3.16% | Add +0.9% | 13,996 | $3.6M |
| Colonial River Investments, LLC | 2.05% | Add +412.4% | 13,941 | $3.6M |
| Von Berge Wealth Management Group, LLC | 2.32% | Add +7.1% | 13,863 | $3.6M |
| Financial Management Professionals, Inc. | 0.53% | Reduce -10.7% | 13,852 | $3.6M |
| Sentry LLC | 0.68% | No change | 13,845 | $3.6M |
| Pegasus Asset Management, Inc. | 1.12% | Reduce -0.2% | 13,827 | $3.6M |
| Capital Advisors Wealth Management, LLC | 0.75% | Add +16.7% | 13,822 | $3.6M |
| Bryn Mawr Trust Advisors, LLC | 0.20% | Add +0.4% | 13,810 | $3.6M |
| Capital Insight Partners, LLC | 0.67% | Reduce -2.2% | 13,780 | $3.6M |
| Foresight Capital Management Advisors, Inc. | 2.74% | Add +3.2% | 13,778 | $3.6M |
| Mason & Associates, LLC | 2.74% | — | 13,778 | $3.6M |
| Gratus Capital, LLC | 0.17% | Add +496.0% | 13,768 | $3.6M |
| Letson Investment Management, Inc. | 1.51% | No change | 13,757 | $3.6M |
| Cherry Tree Wealth Management, LLC | 0.90% | Reduce -0.5% | 13,692 | $3.6M |
| Palisade Asset Management, LLC | 0.35% | New | 13,663 | $3.6M |
| Kathmere Capital Management, LLC | 0.41% | Reduce -4.5% | 13,655 | $3.5M |
| Krilogy Financial LLC | 0.27% | Add +8.5% | 13,586 | $3.5M |
| Strategic Financial Planning, Inc. | 2.64% | Reduce -0.5% | 13,580 | $3.5M |
| Carl P. Sherr & Co., LLC | 1.99% | Reduce -4.8% | 13,564 | $3.5M |
| Successful Portfolios LLC | 2.40% | Add +13.6% | 13,539 | $3.5M |
| Rockwood Wealth Management, LLC | 0.45% | Add +3.6% | 13,502 | $3.5M |
| 626 Financial, LLC | 2.12% | Reduce -4.3% | 13,485 | $3.5M |
| American Institute for Advanced Investment Management, LLP | 2.75% | Reduce -1.5% | 13,403 | $3.5M |
| Crestwood Advisors Group, LLC | 0.08% | Add +3.4% | 13,362 | $3.5M |
| Rappaport Reiches Capital Management, LLC | 1.09% | Reduce -2.8% | 13,355 | $3.5M |
| City Holding Co. | 0.52% | Add +5.3% | 13,330 | $3.5M |
| Strategies Wealth Advisors, LLC | 0.53% | Add +14.1% | 13,327 | $3.5M |
| Embree Financial Group | 0.68% | Reduce -1.8% | 13,288 | $3.5M |
| Mitchell McLeod Pugh & Williams Inc. | 0.83% | Add +2.4% | 13,270 | $3.4M |
| Fiduciary Group, LLC | 0.38% | Reduce -1.7% | 13,264 | $3.4M |
| Gallacher Capital Management LLC | 1.76% | Add +4.5% | 13,262 | $3.4M |
| Pinion Investment Advisors, LLC | 1.79% | Reduce -0.9% | 13,236 | $3.4M |
| Shakespeare Wealth Management, LLC | 1.00% | Add +0.2% | 13,207 | $3.4M |
| Nikulski Financial, Inc. | 1.13% | Add +2.5% | 13,167 | $3.4M |
| CCG Wealth Management, LLC | 2.05% | Reduce -21.9% | 13,121 | $3.4M |
| Ashton Thomas Private Wealth, LLC | 0.19% | Reduce -0.7% | 13,067 | $3.4M |
| Jordan Park Group LLC | 0.21% | No change | 13,001 | $3.4M |
| Aveo Capital Partners, LLC | 0.37% | Reduce -6.6% | 13,307 | $3.4M |
| Mattern Wealth Management LLC | 0.82% | Add +18.4% | 12,973 | $3.4M |
| True Wealth Design, LLC | 0.84% | Reduce -5.0% | 12,893 | $3.4M |
| Clear Creek Financial Management, LLC | 0.43% | Add +26.0% | 12,861 | $3.3M |
| Bear Mountain Capital, Inc. | 1.44% | No change | 13,452 | $3.3M |
| Encompass More Asset Management | 2.76% | New | 12,812 | $3.3M |
| Strategic Blueprint, LLC | 0.24% | Reduce -5.8% | 12,806 | $3.3M |
| O'ROURKE & COMPANY, Inc | 1.93% | Add +7.3% | 12,794 | $3.3M |
| Citizens Financial Group Inc. | 0.11% | Reduce -8.6% | 12,790 | $3.3M |
| Twin Lakes Capital Management, LLC | 2.24% | Reduce -3.9% | 12,775 | $3.3M |
| Soltis Investment Advisors LLC | 0.37% | Reduce -4.2% | 12,755 | $3.3M |
| Black Diamond Financial, LLC | 0.90% | No change | 13,964 | $3.3M |
| Quadcap Wealth Management, LLC | 0.75% | Reduce -2.5% | 12,737 | $3.3M |
| Barton Investment Management | 0.40% | Reduce -1.5% | 12,696 | $3.3M |
| Hill Investment Group Partners, LLC | 0.46% | Reduce -0.1% | 12,659 | $3.3M |
| ICA Group Wealth Management, LLC | 0.66% | Reduce -13.3% | 12,657 | $3.3M |
| Lakewood Asset Management LLC | 2.24% | Reduce -0.6% | 12,653 | $3.3M |
| Old National Bancorp | 0.08% | Reduce -3.4% | 12,651 | $3.3M |
| Biltmore Family Office, LLC | 0.65% | No change | 12,626 | $3.3M |
| Lantern Wealth Advisors, LLC | 2.30% | Add +3.5% | 12,612 | $3.3M |
| Blue Trust, Inc. | 0.05% | Reduce -1.0% | 12,507 | $3.3M |
| Mad River Investors | 2.25% | No change | 12,482 | $3.2M |
| Blue Edge Capital, LLC | 0.54% | Add +0.1% | 12,479 | $3.2M |
| Caldwell Trust Co | 0.38% | Add +6.7% | 12,470 | $3.2M |
| American Trust | 0.27% | Reduce -16.6% | 12,440 | $3.2M |
| Kingswood Wealth Advisors, LLC | 0.37% | Reduce -17.1% | 12,396 | $3.2M |
| First National Bank of Mount Dora, Trust Investment Services | 0.78% | Add +0.7% | 12,391 | $3.2M |
| Tacita Capital Inc | 2.23% | Add +3.1% | 12,387 | $3.2M |
| Boston Research & Management Inc. | 0.80% | No change | 12,380 | $3.2M |
| Treasure Coast Financial Planning | 2.10% | Add +2.0% | 12,364 | $3.2M |
| Keel Point, LLC | 0.33% | Reduce -0.6% | 12,357 | $3.2M |
| Shufro Rose & Co. LLC | 0.27% | Add +33.8% | 12,353 | $3.2M |
| Fulton Bank, N.A. | 0.13% | Add +2.2% | 12,336 | $3.2M |
| Anchor Investment Management, LLC | 0.34% | Reduce -1.3% | 12,315 | $3.2M |
| BSW Wealth Partners | 0.54% | Add +13.1% | 12,289 | $3.2M |
| YHB Investment Advisors, Inc. | 0.28% | Add +2.5% | 12,289 | $3.2M |
| Five Oceans Advisors | 1.64% | Reduce -14.5% | 12,241 | $3.2M |
| Waypoint Capital Advisors, LLC | 0.83% | Add +5.0% | 12,228 | $3.2M |
| LaSalle St. Investment Advisors, LLC | 1.78% | Add +4.6% | 13,261 | $3.2M |
| JFG Wealth Management, LLC | 0.85% | Add +6.5% | 12,172 | $3.2M |
| Signature Estate & Investment Advisors LLC | 0.09% | Add +5.9% | 12,136 | $3.2M |
| XML Financial, LLC | 0.32% | Add +15.1% | 12,131 | $3.2M |
| CMG Global Holdings, LLC | 2.16% | Reduce -0.2% | 12,113 | $3.1M |
| Fort Point Capital Partners LLC | 0.43% | Reduce -0.9% | 12,100 | $3.1M |
| CWS Financial Advisors, LLC | 1.29% | Add +2.5% | 12,092 | $3.1M |
| Capasso Planning Partners LLC | 1.30% | Reduce -2.3% | 12,088 | $3.1M |
| PBMares Wealth Management LLC | 0.82% | Reduce -0.2% | 12,048 | $3.1M |
| Private Portfolio Partners LLC | 0.65% | Reduce -1.8% | 12,031 | $3.1M |
| Brown Miller Wealth Management, LLC | 1.38% | Reduce -5.1% | 12,015 | $3.1M |
| Miller Investment Management, LP | 0.40% | Add +0.0% | 12,002 | $3.1M |
| SOL Capital Management CO | 0.39% | Add +6.1% | 11,977 | $3.1M |
| Exchange Bank | 2.56% | Add +1.0% | 11,963 | $3.1M |
| Avantax Planning Partners, Inc. | 0.10% | Add +15.8% | 11,955 | $3.1M |
| Bright Financial Advisors, Inc. | 2.31% | — | 12,331 | $3.1M |
| United Community Bank | 1.20% | Add +77.3% | 12,351 | $3.1M |
| Fort Henry Capital, LLC | 2.27% | Add +3.2% | 11,847 | $3.1M |
| Merriman Wealth Management, LLC | 0.14% | Reduce -5.2% | 11,748 | $3.1M |
| MCF Advisors LLC | 0.24% | Reduce -1.5% | 11,720 | $3.0M |
| Dunhill Financial, LLC | 2.26% | Add +0.3% | 11,712 | $3.0M |
| Madden Advisory Services, Inc. | 1.59% | Reduce -0.3% | 11,574 | $3.0M |
| First Citizens Bank & Trust Co. | 0.06% | Add +99.2% | 11,568 | $3.0M |
| Outfitters Financial LLC | 2.47% | Add +1.9% | 11,558 | $3.0M |
| BCS Wealth Management | 0.96% | Add +1.3% | 11,553 | $3.0M |
| DHK Financial Advisors, Inc. | 2.12% | Reduce -12.8% | 11,544 | $3.0M |
| Bare Financial Services, Inc | 2.85% | Reduce -4.5% | 11,949 | $3.0M |
| Householder Group Estate & Retirement Specialist, LLC | 0.88% | Add +0.2% | 11,368 | $3.0M |
| Bedel Financial Consulting, Inc. | 0.46% | Add +2.0% | 11,340 | $2.9M |
| Strategic Financial Partners, Ltd. | 1.62% | Add +0.9% | 11,280 | $2.9M |
| WPWealth LLP | 0.76% | Add +9.0% | 11,264 | $2.9M |
| Cadence Bank | 0.21% | Reduce -0.1% | 11,259 | $2.9M |
| Professional Advisory Services Inc. | 0.37% | No change | 11,260 | $2.9M |
| Sandy Spring Bank | 0.13% | Reduce -0.9% | 11,197 | $2.9M |
| Neuberger Berman Group LLC | 0.00% | Reduce -5.2% | 11,143 | $2.9M |
| Gladstone Institutional Advisory LLC | 0.16% | Reduce -3.7% | 11,114 | $2.9M |
| FF Advisors,LLC | 1.99% | Reduce -0.2% | 11,085 | $2.9M |
| BLB&B Advisors, LLC | 0.16% | Reduce -1.8% | 11,052 | $2.9M |
| Madrona Financial Services, LLC | 0.99% | Add +2.7% | 10,962 | $2.8M |
| Arista Wealth Management, LLC | 2.17% | Add +149.7% | 10,953 | $2.8M |
| Tyche Wealth Partners LLC | 0.70% | Reduce -5.6% | 10,940 | $2.8M |
| Mosley Wealth Management | 2.66% | Add +10.1% | 10,897 | $2.8M |
| Mayfair Advisory Group, LLC | 2.05% | Add +26.0% | 10,860 | $2.8M |
| RFP Financial Group LLC | 1.10% | Add +0.2% | 10,830 | $2.8M |
| Lodestone Wealth Management LLC | 1.47% | Reduce -0.2% | 10,817 | $2.8M |
| Beam Wealth Advisors, Inc. | 1.69% | Reduce -15.3% | 10,816 | $2.8M |
| Park Place Capital Corp | 1.01% | No change | 10,815 | $2.8M |
| FLC Capital Advisors | 0.71% | Add +0.9% | 10,783 | $2.8M |
| West Coast Financial LLC | 0.34% | Reduce -0.6% | 10,777 | $2.8M |
| Crewe Advisors LLC | 0.33% | Add +0.5% | 10,769 | $2.8M |
| Winch Advisory Services, LLC | 0.85% | Add +4.7% | 10,761 | $2.8M |
| Mainsail Asset Management, LLC | 2.28% | Add +0.2% | 10,756 | $2.8M |
| Schneider Downs Wealth Management Advisors, LP | 0.64% | Add +4.0% | 10,748 | $2.8M |
| Red Door Wealth Management, LLC | 0.54% | Add +1.4% | 10,738 | $2.8M |
| Quantum Financial Advisors, LLC | 0.51% | Reduce -0.2% | 10,696 | $2.8M |
| BOS Asset Management, LLC | 1.46% | Reduce -1.8% | 10,671 | $2.8M |
| First Foundation Advisors | 0.11% | Reduce -0.5% | 10,658 | $2.8M |
| National Wealth Management Group, LLC | 2.15% | Reduce -1.2% | 10,657 | $2.8M |
| Howard Financial Services, LTD. | 0.48% | Add +16.3% | 10,653 | $2.8M |
| Westmount Partners, LLC | 0.99% | Add +26.8% | 10,632 | $2.8M |
| Alpha Omega Wealth Management LLC | 0.51% | Reduce -2.4% | 10,629 | $2.8M |
| 180 Wealth Advisors, LLC | 0.50% | Add +6.6% | 10,611 | $2.8M |
| Alpha Cubed Investments, LLC | 0.14% | Reduce -68.8% | 10,549 | $2.7M |
| Davis Capital Management | 2.44% | Reduce -0.3% | 10,546 | $2.7M |
| Tenon Financial LLC | 2.31% | — | 10,528 | $2.7M |
| Acorn Wealth Advisors, LLC | 1.43% | Add +3.5% | 10,516 | $2.7M |
| JNBA Financial Advisors | 0.29% | Reduce -1.5% | 10,500 | $2.7M |
| Edgestream Partners, L.P. | 0.14% | Add +20.8% | 10,445 | $2.7M |
| Christensen, King & Associates Investment Services, Inc. | 1.36% | Reduce -0.3% | 10,442 | $2.7M |
| Farther Finance Advisors, LLC | 0.17% | Reduce -9.2% | 10,447 | $2.7M |
| Continental Investors Services, Inc. | 6.43% | Reduce -10.4% | 10,447 | $2.7M |
| Advisors Capital Management, LLC | 0.05% | Reduce -8.5% | 10,414 | $2.7M |
| Berkeley Capital Partners, LLC | 0.83% | Add +3.1% | 10,413 | $2.7M |
| Seed Wealth Management, Inc. | 2.58% | Reduce -11.9% | 10,385 | $2.7M |
| Bell Bank | 0.23% | Reduce -5.7% | 10,364 | $2.7M |
| CIBC Asset Management Inc | 0.01% | Reduce -0.0% | 10,392 | $2.7M |
| Gryphon Financial Partners LLC | 0.45% | Reduce -92.6% | 10,288 | $2.7M |
| Security National Bank | 0.40% | Add +11.7% | 10,259 | $2.7M |
| Francis Financial, Inc. | 0.86% | Add +11.0% | 10,205 | $2.7M |
| Nabity-Jensen Investment Management Inc | 2.18% | Reduce -0.7% | 10,182 | $2.6M |
| OMNI 360 Wealth, Inc. | 2.18% | Add +1.9% | 10,162 | $2.6M |
| Arcus Capital Partners, LLC | 0.83% | Add +0.1% | 10,136 | $2.6M |
| Piedmont Capital Management, LLC | 1.78% | Add +0.8% | 10,175 | $2.6M |
| White Lighthouse Investment Management Inc. | 0.53% | Reduce -5.9% | 10,089 | $2.6M |
| Roof Eidam Maycock Peralta, LLC | 0.71% | No change | 9,986 | $2.6M |
| Fee-Only Financial Planning, L.C. | 1.75% | Reduce -1.9% | 9,953 | $2.6M |
| SC&H Financial Advisors, Inc. | 0.67% | Add +0.3% | 9,948 | $2.6M |
| Exchange Capital Management, Inc. | 0.42% | Reduce -3.7% | 9,947 | $2.6M |
| Werba Rubin Papier Wealth Management | 0.75% | Reduce -19.1% | 9,937 | $2.6M |
| CW Advisors, LLC | 0.04% | Reduce -59.4% | 9,931 | $2.6M |
| Steward Partners Investment Solutions, LLC | 0.43% | Add +28.7% | 9,928 | $2.6M |
| Whittier Trust Co. | 0.04% | Reduce -0.5% | 9,908 | $2.6M |
| Arbor Investment Advisors, LLC | 0.38% | Reduce -2.2% | 9,904 | $2.6M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.19% | Reduce -3.1% | 9,901 | $2.6M |
| Beaumont Financial Advisors, LLC | 0.21% | Reduce -1.7% | 9,895 | $2.6M |
| Eagle Rock Investment Company, LLC | 0.48% | No change | 9,879 | $2.6M |
| James J. Burns & Company, LLC | 0.90% | Reduce -35.2% | 9,976 | $2.6M |
| First Manhattan Co. Llc. | 0.01% | Reduce -2.3% | 9,820 | $2.6M |
| Leo Wealth, LLC | 0.26% | Add +0.9% | 9,871 | $2.6M |
| Voya Financial Advisors, Inc. | 0.29% | Add +10.3% | 9,865 | $2.6M |
| Gradient Investments LLC | 0.06% | Add +303.8% | 9,752 | $2.5M |
| Plum Street Advisors, LLC | 1.28% | Add +78.0% | 8,946 | $2.5M |
| Johnson Bixby & Associates, LLC | 0.44% | Add +3.7% | 9,744 | $2.5M |
| Chicago Capital, LLC | 0.08% | New | 9,714 | $2.5M |
| One Charles Private Wealth Services, LLC | 1.10% | No change | 9,692 | $2.5M |
| Clifford Swan Investment Counsel LLC | 0.09% | Add +0.9% | 9,685 | $2.5M |
| Kathleen S. Wright Associates Inc. | 1.18% | Add +10.7% | 9,690 | $2.5M |
| Selective Wealth Management, Inc. | 1.09% | Add +5.2% | 9,818 | $2.5M |
| Waterway Wealth Management, LLC | 1.10% | Reduce -95.8% | 9,631 | $2.5M |
| Pinnacle Bancorp, Inc. | 0.74% | Add +1.8% | 9,604 | $2.5M |
| Sonora Investment Management Group, LLC | 0.20% | Add +286.9% | 9,604 | $2.5M |
| Archer Investment Corp | 0.75% | Add +6.9% | 9,599 | $2.5M |
| Collaborative Wealth Managment Inc. | 1.25% | Reduce -3.7% | 9,579 | $2.5M |
| Sunpointe, LLC | 2.75% | Add +18.8% | 9,525 | $2.5M |
| Willis Johnson & Associates, Inc. | 0.21% | Reduce -22.4% | 9,519 | $2.5M |
| Roffman Miller Associates Inc. | 0.16% | Add +26.3% | 9,487 | $2.5M |
| Tritonpoint Wealth, LLC | 0.26% | Reduce -2.2% | 17,969 | $2.5M |
| Financial Insights, Inc. | 0.71% | Reduce -0.8% | 9,441 | $2.5M |
| Smartleaf Asset Management LLC | 0.47% | Add +4.2% | 9,438 | $2.5M |
| TriaGen Wealth Management LLC | 1.01% | Add +0.1% | 9,405 | $2.4M |
| Courier Capital LLC | 0.18% | Reduce -1.1% | 9,397 | $2.4M |
| S&T Bank | 0.47% | No change | 9,397 | $2.4M |
| Bridgewealth Advisory Group, LLC | 1.20% | Add +1.1% | 9,393 | $2.4M |
| Integral Investment Advisors, Inc. | 1.01% | New | 9,383 | $2.4M |
| Fairman Group, LLC | 2.30% | Add +2.4% | 9,353 | $2.4M |
| Sound Stewardship, LLC | 1.47% | Reduce -2.7% | 9,317 | $2.4M |
| Jefferies Financial Group Inc. | 0.05% | Add +485.1% | 9,292 | $2.4M |
| Heritage Financial Services, LLC | 0.36% | Reduce -1.9% | 9,281 | $2.4M |
| Abbrea Capital, LLC | 0.32% | Add +3.6% | 9,270 | $2.4M |
| Councilor Wealth, LLC | 1.20% | Reduce -0.2% | 9,214 | $2.4M |
| Moors & Cabot, Inc. | 0.13% | Add +8.8% | 9,181 | $2.4M |
| Credit Suisse AG/ | 0.00% | Reduce -3.8% | 9,158 | $2.4M |
| GTS Securities LLC | 0.06% | Reduce -8.5% | 9,155 | $2.4M |
| Bison Wealth, LLC | 0.39% | Reduce -2.3% | 9,154 | $2.4M |
| Waypoint Wealth Partners Inc. | 0.67% | Reduce -20.7% | 9,112 | $2.4M |
| Anderson Hoagland & Co. | 0.26% | Reduce -2.5% | 9,265 | $2.4M |
| Elevation Wealth Partners, LLC | 1.18% | Add +9.4% | 9,127 | $2.4M |
| Lee Financial Co | 0.39% | Add +52.4% | 9,061 | $2.4M |
| Kingfisher Capital LLC | 0.57% | Add +0.3% | 9,054 | $2.4M |
| SouthState Bank Corp | 0.18% | Reduce -1.4% | 9,040 | $2.3M |
| Main Street Group, LTD | 1.15% | Add +13.5% | 9,029 | $2.3M |
| Empire Financial Management Company, LLC | 0.77% | Add +1.1% | 9,010 | $2.3M |
| Investment Advisory Services Inc. /TX | 0.86% | Reduce -0.5% | 9,005 | $2.3M |
| Eldridge Investment Advisors, Inc. | 0.60% | Reduce -8.6% | 8,994 | $2.3M |
| Hills Bank & Trust Co | 0.20% | Reduce -0.4% | 8,977 | $2.3M |
| Tyler-Stone Wealth Management | 1.03% | Add +5.9% | 8,951 | $2.3M |
| Fortress Wealth Management, Inc. | 1.20% | Reduce -0.2% | 8,940 | $2.3M |
| Sfm, LLC | 1.77% | Reduce -3.8% | 8,937 | $2.3M |
| Tempus Wealth Planning, LLC | 1.02% | Reduce -5.0% | 8,921 | $2.3M |
| HBC Financial Services, PLLC | 1.57% | Reduce -3.7% | 9,339 | $2.3M |
| Carmichael Hill & Associates, Inc. | 0.95% | Reduce -0.8% | 8,868 | $2.3M |
| Hendershot Investments Inc. | 0.33% | Add +3.5% | 8,868 | $2.3M |
| Neumann Capital Management, LLC | 0.82% | Reduce -3.6% | 8,858 | $2.3M |
| Burns Matteson Capital Management, LLC | 1.48% | Reduce -0.1% | 8,809 | $2.3M |
| Ratio Wealth Group | 0.43% | Add +2.2% | 8,805 | $2.3M |
| LongView Wealth Management | 0.91% | Add +0.0% | 8,797 | $2.3M |
| Total Clarity Wealth Management, Inc. | 0.79% | Add +37.9% | 8,745 | $2.3M |
| Wintrust Investments LLC | 0.20% | Reduce -0.3% | 8,717 | $2.3M |
| J. L. Bainbridge & Co., Inc. | 0.24% | Add +0.3% | 8,707 | $2.3M |
| Sivia Capital Partners, LLC | 1.52% | No change | 8,620 | $2.2M |
| Cahill Financial Advisors Inc. | 0.30% | Add +19.3% | 8,602 | $2.2M |
| Integrated Capital Management, Inc. | 1.82% | Reduce -1.4% | 8,571 | $2.2M |
| American Investment Services, Inc. | 0.39% | Reduce -0.5% | 8,566 | $2.2M |
| Rakuten Securities, Inc. | 0.97% | Reduce -31.1% | 8,546 | $2.2M |
| Blueprint Investment Partners LLC | 0.44% | No change | 8,523 | $2.2M |
| Vanguard Personalized Indexing Management, LLC | 0.05% | Add +15.0% | 8,504 | $2.2M |
| PCA Investment Advisory Services Inc. | 1.24% | Reduce -1.0% | 8,465 | $2.2M |
| Capital Advisors Inc. | 0.05% | Add +1.6% | 8,455 | $2.2M |
| Adero Partners, LLC | 0.17% | Add +16.3% | 8,452 | $2.2M |
| Pallas Capital Advisors LLC | 0.09% | Reduce -2.6% | 8,445 | $2.2M |
| Financial Strategies Group, Inc. | 0.59% | Reduce -10.6% | 8,501 | $2.2M |
| Cascade Investment Advisors, Inc. | 1.42% | Add +1.8% | 8,402 | $2.2M |
| Yeomans Consulting Group, Inc. | 0.96% | Reduce -4.8% | 8,393 | $2.2M |
| Secured Retirement Advisors, LLC | 1.85% | Reduce -1.6% | 8,386 | $2.2M |
| Fulton Breakefield Broenniman LLC | 0.17% | Add +47.3% | 8,352 | $2.2M |
| Mountain Pacific Investment Advisers LLC | 0.12% | Add +0.3% | 8,333 | $2.2M |
| HFG Advisors, Inc. | 1.91% | Reduce -0.1% | 8,308 | $2.2M |
| Sprinkle Financial Consultants LLC | 1.83% | No change | 8,251 | $2.1M |
| D. E. Shaw & Co. | 0.00% | Reduce -47.1% | 8,181 | $2.1M |
| Certified Advisory Corp | 0.30% | Add +6.0% | 8,141 | $2.1M |
| Mosaic Financial Group, LLC | 1.69% | — | 8,108 | $2.1M |
| Greenfield Savings Bank | 1.11% | Add +1.0% | 8,106 | $2.1M |
| Investment Advisory Group, LLC | 0.87% | Add +7.5% | 8,104 | $2.1M |
| Stratos Investment Management, LLC | 0.21% | Add +42.3% | 8,100 | $2.1M |
| Talisman Wealth Advisors LLC | 2.65% | Add +0.4% | 8,098 | $2.1M |
| Moneco Advisors, LLC | 0.33% | Add +13.2% | 8,098 | $2.1M |
| Aquire Wealth Advisors, LLC | 0.73% | Add +10.3% | 8,084 | $2.1M |
| Wealthspire Retirement, LLC | 0.18% | Add +126.6% | 8,059 | $2.1M |
| Canvas Wealth Advisors, LLC | 0.70% | Reduce -44.6% | 8,450 | $2.1M |
| Cook Wealth, LLC | 1.26% | Add +0.1% | 8,341 | $2.1M |
| Simmons Bank | 0.16% | Reduce -1.1% | 8,004 | $2.1M |
| Jackson, Grant Investment Advisers, Inc. | 0.85% | Reduce -0.1% | 7,954 | $2.1M |
| Balanced Wealth Group LLC | 0.92% | Reduce -55.6% | 8,006 | $2.1M |
| Pacifica Partners Inc. | 0.91% | Reduce -2.9% | 8,007 | $2.1M |
| Marino, Stram & Associates LLC | 0.49% | Add +14.8% | 7,936 | $2.1M |
| Watershed Private Wealth LLC | 0.91% | Reduce -27.1% | 7,931 | $2.1M |
| SkyOak Wealth, LLC | 0.49% | Add +17.6% | 7,905 | $2.1M |
| Strategic Financial Services, Inc. | 0.13% | Add +2.5% | 7,905 | $2.1M |
| Howard Wealth Management, LLC | 1.67% | Reduce -7.3% | 7,895 | $2.1M |
| Whitaker-Myers Wealth Managers, LTD. | 0.86% | Add +169.6% | 7,883 | $2.0M |
| Traynor Capital Management, Inc. | 0.19% | Reduce -5.8% | 7,882 | $2.0M |
| Manhattan West Asset Management, LLC | 0.49% | Add +16.8% | 7,867 | $2.0M |
| Oxbow Advisors, LLC | 0.29% | No change | 7,867 | $2.0M |
| KFA Private Wealth Group, LLC | 0.63% | Add +14.4% | 7,831 | $2.0M |
| Advisors Management Group Inc. | 0.50% | Add +0.5% | 7,816 | $2.0M |
| FSA Advisors, Inc. | 2.17% | Reduce -5.8% | 7,811 | $2.0M |
| Lake Street Private Wealth, LLC | 0.28% | Add +139.0% | 7,795 | $2.0M |
| S.E.E.D. Planning Group LLC | 0.74% | New | 7,788 | $2.0M |
| Sugarloaf Wealth Management, LLC | 0.42% | Add +8.0% | 7,769 | $2.0M |
| Accurate Wealth Management, LLC | 0.59% | Add +33.3% | 8,232 | $2.0M |
| Integrity Wealth Solutions LLC | 1.32% | Add +0.6% | 7,764 | $2.0M |
| Avalon Trust Co | 0.16% | Reduce -0.5% | 7,690 | $2.0M |
| Paulson Wealth Management Inc. | 0.59% | Reduce -16.3% | 7,683 | $2.0M |
| Latitude Advisors, LLC | 1.25% | Add +2.4% | 7,679 | $2.0M |
| Belmont Capital, LLC | 0.54% | No change | 7,668 | $2.0M |
| Cypress Capital Group | 0.24% | Reduce -2.1% | 7,661 | $2.0M |
| Austin Wealth Management, LLC | 0.49% | Add +18.6% | 7,589 | $2.0M |
| LPWM LLC | 0.73% | Add +6.3% | 7,778 | $2.0M |
| Guidance Capital, Inc. | 0.73% | Add +41.3% | 7,929 | $2.0M |
| Monument Capital Management | 0.57% | No change | 7,604 | $2.0M |
| Orca Investment Management, LLC | 1.84% | Reduce -6.3% | 7,568 | $2.0M |
| Armstrong Advisory Group, Inc. | 0.19% | No change | 8,285 | $2.0M |
| EagleClaw Capital Managment, LLC | 0.35% | Add +78.0% | 7,532 | $2.0M |
| Keb Asset Management, LLC | 0.67% | Add +21.6% | 7,508 | $2.0M |
| Arvest Trust Co. N A | 0.11% | Reduce -22.6% | 7,505 | $2.0M |
| New Republic Capital, LLC | 1.24% | Add +0.0% | 7,501 | $1.9M |
| Dash Acquisitions Inc. | 0.61% | Add +772.0% | 7,831 | $1.9M |
| Money Concepts Capital Corp. | 0.18% | Add +46.8% | 7,462 | $1.9M |
| RDA Financial Network | 0.66% | Reduce -2.2% | 7,432 | $1.9M |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.91% | Add +3.4% | 7,423 | $1.9M |
| Rodgers & Associates, LTD | 0.25% | Add +39.1% | 7,416 | $1.9M |
| High Net Worth Advisory Group LLC | 0.60% | Add +56.8% | 7,358 | $1.9M |
| Cascade Wealth Advisors, Inc | 1.62% | — | 7,534 | $1.9M |
| HTG Investment Advisors, Inc. | 1.10% | No change | 7,319 | $1.9M |
| Nicolet Bankshares Inc. | 0.39% | Reduce -6.9% | 7,306 | $1.9M |
| Williams Jones Wealth Management, LLC. | 0.02% | Add +7.6% | 7,284 | $1.9M |
| McGlone Suttner Wealth Management, Inc. | 0.35% | Reduce -5.3% | 7,268 | $1.9M |
| Spreng Capital Management, Inc. | 1.02% | Reduce -3.7% | 7,261 | $1.9M |
| Wealthgate Family Office, LLC | 4.90% | Add +0.4% | 7,259 | $1.9M |
| WMG Financial Advisors, LLC | 1.07% | Reduce -5.7% | 7,215 | $1.9M |
| Verdence Capital Advisors LLC | 0.17% | Reduce -5.7% | 7,212 | $1.9M |
| JPL Wealth Management, LLC | 1.03% | Add +16.1% | 7,197 | $1.9M |
| Glass Jacobson Investment Advisors llc | 0.70% | Add +3.0% | 7,184 | $1.9M |
| Concentric Wealth Management, LLC | 0.50% | Add +0.0% | 7,184 | $1.9M |
| Kavar Capital Partners Group, LLC | 0.34% | Reduce -49.7% | 7,183 | $1.9M |
| L. Roy Papp & Associates, LLP | 0.22% | Add +0.2% | 7,166 | $1.9M |
| Stockman Wealth Management, Inc. | 0.33% | Reduce -22.0% | 7,156 | $1.9M |
| Novak & Powell Financial Services, Inc. | 1.39% | Add +0.0% | 10,911 | $1.9M |
| Fonville Wealth Management LLC | 0.82% | Add +18.2% | 7,131 | $1.9M |
| Aviance Capital Partners, LLC | 0.28% | New | 7,128 | $1.9M |
| Pekin Hardy Strauss, Inc. | 0.25% | Reduce -3.4% | 7,106 | $1.8M |
| Visionary Wealth Advisors | 0.12% | Add +2.9% | 7,101 | $1.8M |
| Whittier Trust Co. of Nevada Inc. | 0.05% | Add +1.0% | 7,100 | $1.8M |
| RS Crum Inc. | 0.50% | Reduce -1.4% | 7,078 | $1.8M |
| Icon Wealth Advisors, LLC | 0.17% | Add +30.5% | 7,040 | $1.8M |
| Zacks Investment Management | 0.02% | Reduce -2.2% | 7,035 | $1.8M |
| Montag A & Associates Inc. | 0.09% | Add +32.4% | 7,032 | $1.8M |
| Whelan Financial | 0.83% | Reduce -2.1% | 6,997 | $1.8M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 6,961 | $1.8M |
| Rice Partnership, LLC | 0.43% | Add +4.7% | 6,965 | $1.8M |
| Vident Advisory, LLC | 0.04% | Reduce -0.0% | 6,959 | $1.8M |
| Juncture Wealth Strategies, LLC | 0.78% | Reduce -26.9% | 6,949 | $1.8M |
| Moseley Investment Management Inc. | 0.89% | Add +44.4% | 6,919 | $1.8M |
| Mills Wealth Advisors LLC | 1.32% | Reduce -15.4% | 6,961 | $1.8M |
| NDVR, Inc. | 1.71% | Add +31.3% | 6,899 | $1.8M |
| Personal Cfo Solutions, LLC | 0.28% | Reduce -9.3% | 6,837 | $1.8M |
| Steigerwald, Gordon & Koch Inc. | 0.22% | Reduce -6.8% | 6,803 | $1.8M |
| Destination Wealth Management | 0.06% | Add +9.3% | 6,783 | $1.8M |
| Northeast Investment Management | 0.09% | Add +1.3% | 6,776 | $1.8M |
| Center for Financial Planning, Inc. | 0.26% | Reduce -7.5% | 6,775 | $1.8M |
| CNB Bank | 0.85% | Add +4.9% | 6,735 | $1.8M |
| Walkner Condon Financial Advisors LLC | 0.37% | Reduce -1.3% | 6,725 | $1.7M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.43% | Add +105.7% | 6,722 | $1.7M |
| McKinley Carter Wealth Services, Inc. | 0.12% | Reduce -4.0% | 6,692 | $1.7M |
| Headlands Technologies LLC | 0.42% | Add +834.4% | 6,690 | $1.7M |
| Holland Advisory Services, Inc. | 1.90% | Reduce -1.5% | 6,686 | $1.7M |
| IMS Capital Management | 0.81% | Add +70.2% | 6,679 | $1.7M |
| Penobscot Investment Management Company, Inc. | 0.18% | Reduce -4.5% | 6,658 | $1.7M |
| Aspire Capital Advisors LLC | 0.58% | Add +10.3% | 6,611 | $1.7M |
| Gill Capital Partners, LLC | 0.69% | Reduce -7.8% | 6,908 | $1.7M |
| Journey Strategic Wealth LLC | 0.08% | Add +318.4% | 6,602 | $1.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -5.7% | 6,600 | $1.7M |
| KMG Fiduciary Partners, LLC | 0.18% | Reduce -15.5% | 6,594 | $1.7M |
| Vantage Financial Partners, LLC | 0.46% | Reduce -0.4% | 6,535 | $1.7M |
| Clarus Wealth Advisors | 0.96% | Reduce -13.6% | 6,645 | $1.7M |
| BCK Partners, Inc. | 0.91% | Reduce -0.5% | 6,513 | $1.7M |
| Galvin, Gaustad & Stein, LLC | 0.16% | Add +4.7% | 6,509 | $1.7M |
| Austin Private Wealth, LLC | 0.19% | Add +1.6% | 6,548 | $1.7M |
| Parkside Financial Bank & Trust | 0.27% | Add +60.5% | 6,476 | $1.7M |
| Outlook Wealth Advisors, LLC | 0.52% | Add +0.3% | 6,451 | $1.7M |
| Ascent Group, LLC | 0.15% | Reduce -10.7% | 6,445 | $1.7M |
| Qube Research & Technologies Ltd | 0.00% | Add +44.9% | 6,440 | $1.7M |
| Bragg Financial Advisors, Inc | 0.07% | Reduce -13.5% | 6,435 | $1.7M |
| Wells Trecaso Financial Group, LLC | 0.59% | Add +271.0% | 6,378 | $1.7M |
| Steele Capital Management, Inc. | 0.10% | Add +0.1% | 6,369 | $1.7M |
| MB Generational Wealth, LLC | 1.30% | Reduce -41.6% | 3,719 | $1.7M |
| Brown Brothers Harriman & Co. | 0.01% | Add +10.1% | 6,367 | $1.7M |
| Eaton Financial Holdings Company, LLC | 0.86% | Reduce -45.6% | 6,350 | $1.7M |
| ETF Store, Inc. | 0.94% | Add +0.1% | 6,340 | $1.6M |
| Baron Financial Group, LLC | 1.02% | Reduce -4.5% | 6,335 | $1.6M |
| Beese Fulmer Investment Management, Inc. | 0.15% | Reduce -0.8% | 6,331 | $1.6M |
| Bay Rivers Group | 0.90% | Reduce -0.3% | 6,312 | $1.6M |
| Busey Bank | 0.06% | Add +4.6% | 6,309 | $1.6M |
| Retirement Capital Strategies | 0.67% | Reduce -12.8% | 6,304 | $1.6M |
| Verity Asset Management, Inc. | 0.91% | Reduce -3.6% | 6,303 | $1.6M |
| Retirement Income Solutions, Inc. | 0.37% | Reduce -4.2% | 6,283 | $1.6M |
| IronBridge Private Wealth, LLC | 0.68% | Add +0.3% | 6,281 | $1.6M |
| Caldwell Sutter Capital, Inc. | 0.79% | Reduce -3.2% | 6,278 | $1.6M |
| Rossmore Private Capital | 0.21% | No change | 6,272 | $1.6M |
| Asset Planning Corporation | 1.19% | Reduce -0.2% | 6,269 | $1.6M |
| LRI Investments, LLC | 0.41% | — | 6,269 | $1.6M |
| Security Financial Services, INC. | 0.37% | Reduce -2.1% | 6,254 | $1.6M |
| Ridgewood Investments LLC | 0.86% | Reduce -2.0% | 6,240 | $1.6M |
| Northwest Investment Counselors, LLC | 0.39% | Add +114.8% | 6,222 | $1.6M |
| Bull Street Advisors, LLC | 0.77% | Reduce -0.2% | 6,197 | $1.6M |
| Napatree Capital LLC | 1.56% | Add +0.3% | 6,470 | $1.6M |
| Presilium Private Wealth, LLC | 0.43% | Add +1.1% | 6,181 | $1.6M |
| Park Edge Advisors, LLC | 0.45% | Reduce -11.4% | 6,175 | $1.6M |
| Echo Wealth Management, LLC | 1.33% | No change | 6,162 | $1.6M |
| Bath Savings Trust Co | 0.17% | Add +0.5% | 6,160 | $1.6M |
| Ahl Investment Management, Inc. | 1.23% | No change | 6,159 | $1.6M |
| Howard Capital Management, LLC | 0.17% | Add +7.4% | 6,108 | $1.6M |
| Exencial Wealth Advisors, LLC | 0.06% | Add +4.1% | 6,098 | $1.6M |
| Covestor Ltd | 1.00% | Add +11.3% | 6,073 | $1.6M |
| Family Firm, Inc. | 0.38% | Add +0.3% | 6,064 | $1.6M |
| Everett Harris & Co. | 0.02% | Add +7.5% | 6,058 | $1.6M |
| Concord Wealth Partners | 0.28% | Add +0.1% | 6,050 | $1.6M |
| O'Connor Financial Group LLC | 0.93% | Reduce -8.3% | 6,029 | $1.6M |
| Paladin Advisory Group, LLC | 1.23% | Reduce -0.9% | 5,982 | $1.6M |
| Brio Consultants, LLC | 0.26% | Reduce -2.8% | 5,942 | $1.5M |
| Tudor Investment Corporation | 0.02% | Add +128.0% | 5,938 | $1.5M |
| Salem Investment Counselors Inc. | 0.05% | Reduce -8.8% | 5,870 | $1.5M |
| St Germain D J Co. Inc. | 0.07% | Add +243.0% | 5,859 | $1.5M |
| Sepio Capital, LP | 0.13% | Add +0.9% | 5,839 | $1.5M |
| Northeast Financial Group, Inc. | 0.67% | Reduce -0.0% | 5,833 | $1.5M |
| Falcon Wealth Planning | 0.24% | Add +2.6% | 5,821 | $1.5M |
| Wealth Group Ltd | 0.47% | Add +12.7% | 5,858 | $1.5M |
| Muirfield Wealth Advisors LLC | 1.46% | Reduce -0.3% | 5,816 | $1.5M |
| Cornell Pochily Investment Advisors, Inc. | 0.60% | Reduce -1.4% | 5,806 | $1.5M |
| Next Level Private LLC | 0.69% | Add +0.6% | 5,805 | $1.5M |
| Cooper Financial Group | 0.25% | Add +288.1% | 5,798 | $1.5M |
| Heritage Wealth Advisors | 0.07% | Add +6.7% | 5,793 | $1.5M |
| Shepherd Kaplan Krochuk, LLC | 1.20% | Add +54.3% | 5,788 | $1.5M |
| Accretive Wealth Partners, LLC | 0.67% | No change | 5,932 | $1.5M |
| VestGen Investment Management | 0.46% | Reduce -2.1% | 5,784 | $1.5M |
| Vectors Research Management, LLC | 0.42% | Reduce -2.0% | 5,778 | $1.5M |
| WNY Asset Management, LLC | 0.23% | Add +5.8% | 5,772 | $1.5M |
| Octavia Wealth Advisors, LLC | 0.22% | Reduce -5.8% | 5,753 | $1.5M |
| Syntrinsic LLC | 0.50% | Reduce -14.3% | 5,746 | $1.5M |
| Magnus Financial Group LLC | 0.18% | Add +1.2% | 5,740 | $1.5M |
| Mogy Joel R Investment Counsel Inc. | 0.10% | No change | 5,697 | $1.5M |
| First Command Advisory Services, Inc. | 0.02% | Reduce -2.6% | 5,701 | $1.5M |
| Harbour Capital Advisors, LLC | 0.37% | No change | 5,732 | $1.5M |
| Focused Wealth Management, Inc | 0.23% | Reduce -1.6% | 5,674 | $1.5M |
| Compton Wealth Advisory Group, LLC | 0.40% | New | 5,634 | $1.5M |
| Northwest Quadrant Wealth Management, LLC | 0.36% | Reduce -3.0% | 5,631 | $1.5M |
| TFO Wealth Partners, LLC | 0.28% | Add +0.3% | 5,620 | $1.5M |
| Davidson Trust Co. | 0.85% | Reduce -27.2% | 5,588 | $1.5M |
| Assetmark, Inc. | 0.00% | Add +88.9% | 5,583 | $1.5M |
| Fragasso Financial Advisors Inc | 0.12% | Add +2.7% | 5,581 | $1.5M |
| Adirondack Trust Co. | 0.61% | No change | 5,580 | $1.5M |
| Farmers & Merchants Investments Inc. | 0.05% | Add +2.6% | 5,557 | $1.4M |
| LBJ Family Wealth Advisors, Ltd. | 0.92% | No change | 5,557 | $1.4M |
| Geometric Wealth Advisors | 0.34% | Add +1.5% | 5,551 | $1.4M |
| Spinnaker Trust | 0.09% | No change | 5,541 | $1.4M |
| Wealthquest Corp | 0.15% | No change | 5,484 | $1.4M |
| Fortis Capital Advisors, LLC | 0.60% | Add +130.9% | 5,529 | $1.4M |
| Curi Capital, LLC | 0.03% | Add +48.9% | 5,507 | $1.4M |
| Retirement Group, LLC | 0.51% | Reduce -1.4% | 5,495 | $1.4M |
| Baldwin Investment Management, LLC | 0.19% | Add +275.3% | 5,495 | $1.4M |
| Silverlake Wealth Management LLC | 0.73% | Reduce -2.8% | 5,492 | $1.4M |
| Brick & Kyle, Associates | 0.63% | Add +0.3% | 5,520 | $1.4M |
| Acas, LLC | 1.37% | Add +41.9% | 5,450 | $1.4M |
| AF Advisors, Inc. | 0.31% | Add +1.2% | 5,429 | $1.4M |
| Texas Yale Capital Corp. | 0.06% | Add +0.1% | 5,416 | $1.4M |
| King Wealth Management Group | 0.25% | No change | 5,398 | $1.4M |
| Wiser Wealth Management, Inc | 0.46% | Add +70.6% | 5,394 | $1.4M |
| Oldfather Financial Services, LLC | 0.58% | Reduce -0.8% | 5,376 | $1.4M |
| Old North State Trust, LLC | 1.18% | — | 5,354 | $1.4M |
| North Ridge Wealth Advisors, Inc. | 1.08% | No change | 5,353 | $1.4M |
| Mosaic Family Wealth Partners, LLC | 0.23% | Reduce -0.6% | 5,341 | $1.4M |
| Fca Corp. | 0.45% | Add +0.0% | 5,317 | $1.4M |
| Valley National Advisers Inc. | 0.21% | No change | 5,304 | $1.4M |
| Measured Wealth Private Client Group, LLC | 0.48% | Reduce -6.2% | 5,297 | $1.4M |
| FirstPurpose Wealth LLC | 0.50% | Reduce -0.1% | 5,397 | $1.4M |
| Orleans Capital Management Corp. | 0.90% | Reduce -2.8% | 5,290 | $1.4M |
| LGT Financial Advisors LLC | 1.59% | Reduce -5.6% | 5,264 | $1.4M |
| Greytown Advisors Inc. | 0.77% | Reduce -7.3% | 5,260 | $1.4M |
| Fiduciary Counselling Inc. | 3.73% | Add +10.2% | 5,250 | $1.4M |
| Westshore Wealth, LLC | 0.57% | Add +13.7% | 5,246 | $1.4M |
| Sheets Smith Wealth Management | 0.15% | Add +1.1% | 5,243 | $1.4M |
| Mason & Associates Inc | 0.36% | No change | 5,231 | $1.4M |
| First National Advisers, LLC | 0.30% | Add +3.3% | 5,225 | $1.4M |
| Objective Capital Management, LLC | 0.92% | Reduce -1.5% | 5,222 | $1.4M |
| BKM Wealth Management, LLC | 0.58% | Reduce -17.0% | 5,217 | $1.4M |
| Courage Miller Partners, LLC | 0.47% | Add +0.0% | 5,217 | $1.4M |
| Innealta Capital, LLC | 0.57% | Reduce -8.2% | 5,216 | $1.4M |
| Coastal Bridge Advisors, LLC | 0.31% | Add +0.6% | 5,198 | $1.4M |
| Valtinson Bruner Financial Planning LLC | 0.58% | Reduce -0.3% | 5,195 | $1.4M |
| Eley Financial Management, Inc | 0.58% | Reduce -8.2% | 5,192 | $1.3M |
| Tompkins Financial Corp. | 0.15% | No change | 5,185 | $1.3M |
| DecisionPoint Financial, LLC | 0.53% | Reduce -6.8% | 5,338 | $1.3M |
| Halter Ferguson Financial Inc. | 1.04% | Reduce -12.6% | 5,158 | $1.3M |
| SPC Financial, Inc. | 0.13% | No change | 5,158 | $1.3M |
| Trifecta Capital Advisors, LLC | 0.33% | Reduce -2.6% | 5,148 | $1.3M |
| Sharkey, Howes & Javer | 0.22% | Reduce -72.1% | 5,141 | $1.3M |
| TBH Global Asset Management, LLC | 0.27% | Reduce -0.6% | 5,126 | $1.3M |
| Calamos Wealth Management LLC | 0.08% | Add +1.1% | 5,123 | $1.3M |
| Pacific Financial Group Inc. | 0.92% | Reduce -0.9% | 5,106 | $1.3M |
| Peapack Gladstone Financial Corp. | 0.02% | Reduce -2.1% | 5,086 | $1.3M |
| Townsend Asset Management Corp. /NC/ | 0.53% | Reduce -5.2% | 5,086 | $1.3M |
| Asset Advisors Investment Management, LLC | 0.15% | No change | 5,079 | $1.3M |
| Winthrop Capital Management, LLC | 0.61% | Add +5.4% | 5,069 | $1.3M |
| Catalyst Private Wealth, LLC | 0.69% | Reduce -7.2% | 5,058 | $1.3M |
| Texas Capital Bank Wealth Management Services Inc | 0.14% | Add +63.1% | 5,049 | $1.3M |
| Global Assets Advisory, LLC | 0.79% | New | 5,039 | $1.3M |
| Scotia Capital Inc. | 0.01% | Reduce -8.2% | 5,023 | $1.3M |
| Parkside Investments, LLC | 0.21% | Reduce -7.4% | 5,000 | $1.3M |
| Aries Wealth Management | 0.42% | Add +12.7% | 4,992 | $1.3M |
| Heritage Investment Group, Inc. | 0.18% | Reduce -2.0% | 4,992 | $1.3M |
| Covenant Asset Management, LLC | 0.31% | Add +17.4% | 4,978 | $1.3M |
| Capital Asset Advisory Services LLC | 0.07% | Reduce -61.1% | 5,030 | $1.3M |
| Grandview Asset Management LLC | 0.59% | Add +2.1% | 4,959 | $1.3M |
| First National Corp. /Ma/ | 0.32% | No change | 5,429 | $1.3M |
| SFG Wealth Management, LLC. | 0.76% | Reduce -10.9% | 4,952 | $1.3M |
| One Wealth Map LLC | 0.85% | Reduce -38.0% | 5,172 | $1.3M |
| HBW Advisory Services LLC | 0.24% | No change | 5,397 | $1.3M |
| Goelzer Investment Management, Inc. | 0.07% | Reduce -1.9% | 4,924 | $1.3M |
| Vista Investment Management | 0.52% | Reduce -16.2% | 4,911 | $1.3M |
| Perkins Coie Trust Co | 0.30% | No change | 4,908 | $1.3M |
| Verus Capital Partners, LLC | 0.14% | Add +21.6% | 4,859 | $1.3M |
| Sunburst Financial Group, LLC | 0.36% | Reduce -1.0% | 4,860 | $1.3M |
| IAG Wealth Partners, LLC | 0.27% | Reduce -1.2% | 4,854 | $1.3M |
| ODonnell Financial Services, LLC | 0.58% | Add +7.5% | 4,849 | $1.3M |
| Confluence Wealth Services, Inc. | 0.11% | Add +17.0% | 4,845 | $1.3M |
| Smithbridge Asset Management Inc. | 0.26% | Add +0.8% | 4,826 | $1.3M |
| Journey Advisory Group, LLC | 0.15% | Add +0.1% | 4,821 | $1.3M |
| Charles Schwab Investment Advisory, Inc. | 0.00% | Add +6.2% | 4,815 | $1.3M |
| Parthenon LLC | 0.16% | Add +1.5% | 4,814 | $1.3M |
| World Equity Group, Inc. | 0.26% | Reduce -31.4% | 4,792 | $1.2M |
| RTD Financial Advisors, Inc. | 0.17% | Reduce -2.2% | 4,791 | $1.2M |
| Wescott Financial Advisory Group, LLC | 0.15% | Reduce -15.9% | 4,773 | $1.2M |
| Titleist Asset Management, LLC | 0.22% | Add +267.8% | 4,770 | $1.2M |
| Lanark Financial, Inc. | 0.12% | Add +0.9% | 4,756 | $1.2M |
| Access Financial Services, Inc. | 0.55% | Add +2.3% | 4,755 | $1.2M |
| Old North State Wealth Management, LLC | 0.81% | Reduce -2.7% | 4,753 | $1.2M |
| Poehling Capital Management, INC. | 0.33% | Reduce -4.0% | 4,748 | $1.2M |
| Archvest Wealth Advisors, Inc. | 0.87% | Add +1.4% | 4,736 | $1.2M |
| Intergy Private Wealth, LLC | 0.51% | Add +0.8% | 4,732 | $1.2M |
| Jeppson Wealth Management, LLC | 0.48% | Add +0.3% | 4,730 | $1.2M |
| NCM Capital Management, LLC | 0.69% | Add +12.5% | 4,724 | $1.2M |
| Gradient Capital Advisors, LLC | 0.45% | Add +1.9% | 4,719 | $1.2M |
| Aspire Private Capital, LLC | 0.32% | Add +9.3% | 4,716 | $1.2M |
| Hilltop Holdings Inc. | 0.14% | Reduce -5.6% | 4,704 | $1.2M |
| Legacy Edge Advisors, LLC | 0.25% | Add +210.2% | 4,702 | $1.2M |
| Copperleaf Capital, LLC | 1.05% | No change | 4,688 | $1.2M |
| American National Bank & Trust | 0.16% | Add +12.7% | 4,681 | $1.2M |
| Morton Brown Family Wealth, LLC | 0.50% | No change | 4,678 | $1.2M |
| SageView Advisory Group, LLC | 0.06% | Reduce -90.9% | 4,901 | $1.2M |
| ORBA Wealth Advisors, L.L.C. | 0.67% | No change | 4,667 | $1.2M |
| USA Financial Formulas | 0.20% | Reduce -4.1% | 4,659 | $1.2M |
| Aletheian Wealth Advisors LLC | 0.66% | Reduce -8.5% | 4,654 | $1.2M |
| Summit Asset Management, LLC | 0.14% | No change | 4,654 | $1.2M |
| Seneca Financial Advisors LLC | 0.64% | No change | 4,651 | $1.2M |
| Acropolis Investment Management, LLC | 0.08% | Reduce -7.2% | 4,649 | $1.2M |
| Benchmark Wealth Management, LLC | 0.66% | Add +8.8% | 4,646 | $1.2M |
| HHM Wealth Advisors, LLC | 0.20% | Add +0.8% | 4,643 | $1.2M |
| Ally Invest Advisors Inc. | 0.12% | Reduce -15.5% | 4,640 | $1.2M |
| Northwest Financial Advisors | 1.32% | Add +0.0% | 4,626 | $1.2M |
| FSA Wealth Management LLC | 0.52% | Add +17.2% | 4,625 | $1.2M |
| Grand Wealth Management, LLC | 0.57% | Reduce -0.2% | 4,624 | $1.2M |
| Chapin Davis, Inc. | 0.44% | Add +21.5% | 4,611 | $1.2M |
| Brandywine Oak Private Wealth LLC | 0.13% | Add +8.4% | 4,609 | $1.2M |
| Eq LLC | 0.74% | Add +15.5% | 4,608 | $1.2M |
| First National Trust Co | 0.05% | Add +9.4% | 4,608 | $1.2M |
| Atlantic Union Bankshares Corp | 0.10% | Reduce -11.3% | 4,606 | $1.2M |
| Beaumont Asset Management, L.L.C. | 0.80% | No change | 4,605 | $1.2M |
| Acorn Financial Advisory Services Inc. | 0.23% | Reduce -53.0% | 4,604 | $1.2M |
| Summit Financial Strategies, Inc. | 0.17% | Reduce -0.3% | 4,601 | $1.2M |
| Woodard & Co. Asset Management Group Inc. | 0.32% | Reduce -23.2% | 4,588 | $1.2M |
| Richard P Slaughter Associates Inc | 0.29% | Reduce -30.1% | 4,577 | $1.2M |
| Private Wealth Management Group, LLC | 0.54% | Reduce -2.5% | 4,570 | $1.2M |
| Rowlandmiller & Partners.adv | 0.25% | Add +0.6% | 4,532 | $1.2M |
| SP Asset Management LLC | 0.11% | Add +0.3% | 4,529 | $1.2M |
| Pine Ridge Advisers LLC | 0.14% | Add +32.8% | 4,523 | $1.2M |
| Bill Few Associates, Inc. | 0.48% | No change | 4,522 | $1.2M |
| Aerodigm Wealth, LLC | 0.47% | Reduce -53.6% | 4,520 | $1.2M |
| Robinswood Financial LLC | 0.50% | Add +3.9% | 4,505 | $1.2M |
| Cullen/Frost Bankers, Inc. | 0.02% | Add +5.5% | 4,497 | $1.2M |
| Schaper Benz & Wise Investment Counsel Inc. | 0.10% | Add +40.1% | 4,492 | $1.2M |
| Round Rock Advisors LLC | 0.28% | Add +0.4% | 4,489 | $1.2M |
| Sentinel Trust Co. Lba | 0.15% | Add +151.2% | 4,482 | $1.2M |
| HF Advisory Group, LLC | 0.65% | Reduce -0.4% | 4,464 | $1.2M |
| FourThought Financial Partners, LLC | 0.13% | Add +0.5% | 4,462 | $1.2M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.04% | Reduce -2.3% | 4,462 | $1.2M |
| Forza Wealth Management, LLC | 0.60% | Reduce -10.1% | 4,461 | $1.2M |
| OneAscent Wealth Management LLC | 0.44% | Add +25.9% | 4,454 | $1.2M |
| Highline Wealth Partners LLC | 0.47% | Add +7.3% | 4,453 | $1.2M |
| Cornerstone Advisory, LLC | 0.16% | Reduce -0.0% | 4,447 | $1.2M |
| TKG Advisors, LLC | 0.64% | Reduce -21.0% | 4,439 | $1.2M |
| Curran Financial Partners, LLC | 0.40% | Reduce -7.7% | 4,431 | $1.2M |
| Rathbones Group PLC | 0.01% | Add +0.2% | 4,431 | $1.2M |
| Gemmer Asset Management LLC | 0.13% | Add +0.5% | 4,419 | $1.1M |
| Concentrum Wealth Management | 0.53% | Add +0.2% | 4,419 | $1.1M |
| Regatta Capital Group, LLC | 0.26% | Add +287.1% | 4,413 | $1.1M |
| Financial Council, LLC | 0.68% | Add +14.0% | 4,411 | $1.1M |
| Ifrah Financial Services, Inc. | 0.32% | Reduce -5.1% | 4,410 | $1.1M |
| Farmers Trust Co. | 0.23% | No change | 4,404 | $1.1M |
| Tidemark, LLC | 0.64% | Reduce -1.3% | 4,402 | $1.1M |
| Williams & Novak, LLC | 1.29% | No change | 4,801 | $1.1M |
| Pursue Wealth Partners LLC | 0.67% | Add +13.4% | 4,375 | $1.1M |
| Cahaba Wealth Management, Inc. | 0.10% | Reduce -0.5% | 4,375 | $1.1M |
| Creative Capital Management Investments LLC | 0.59% | No change | 4,360 | $1.1M |
| Cross Staff Investments Inc | 0.95% | Add +0.0% | 4,331 | $1.1M |
| Berger Financial Group, Inc | 0.09% | New | 4,330 | $1.1M |
| Sensible Money, LLC | 0.60% | Reduce -4.0% | 4,329 | $1.1M |
| GAMMA Investing LLC | 0.23% | Add +13.2% | 4,320 | $1.1M |
| Financial Freedom, LLC | 0.67% | Add +3.1% | 4,318 | $1.1M |
| ML & R Wealth Management LLC | 0.26% | Reduce -32.4% | 4,314 | $1.1M |
| Thompson Siegel & Walmsley LLC | 0.02% | Add +2.3% | 4,310 | $1.1M |
| Ranch Capital Advisors Inc. | 0.60% | Add +0.0% | 4,306 | $1.1M |
| Cassady Schiller Wealth Management, LLC | 0.50% | Reduce -12.2% | 4,290 | $1.1M |
| CRA Financial Services, LLC | 0.24% | Add +7.9% | 4,289 | $1.1M |
| Cadinha & Co. LLC | 0.19% | No change | 4,284 | $1.1M |
| Opal Wealth Advisors, LLC | 0.38% | Add +0.3% | 4,279 | $1.1M |
| Prio Wealth Limited Partnership | 0.03% | Add +18.6% | 4,267 | $1.1M |
| Defined Wealth Management, LLC | 0.80% | Add +0.5% | 4,264 | $1.1M |
| Keystone Financial Services | 0.48% | Add +9.6% | 4,264 | $1.1M |
| Twelve Points Wealth Management LLC | 0.40% | Add +7.6% | 4,251 | $1.1M |
| RAM Investment Partners, LLC | 0.35% | No change | 4,251 | $1.1M |
| Financial Management Network Inc. | 0.28% | Add +2.8% | 4,330 | $1.1M |
| Key Client Fiduciary Advisors, LLC | 0.58% | Reduce -1.7% | 4,231 | $1.1M |
| Hudock, Inc. | 0.24% | Add +31.4% | 4,230 | $1.1M |
| Trexquant Investment LP | 0.02% | Reduce -62.7% | 4,227 | $1.1M |
| Sweeney & Michel, LLC | 0.48% | — | 4,216 | $1.1M |
| Appleton Partners Inc. | 0.08% | Add +69.0% | 4,206 | $1.1M |
| Worth Asset Management, LLC | 0.67% | Add +26.8% | 4,198 | $1.1M |
| Grove Bank & Trust | 0.18% | Add +9.1% | 4,194 | $1.1M |
| Pathway Financial Advisors LLC | 0.29% | Reduce -29.3% | 4,183 | $1.1M |
| Kaye Capital Management | 0.47% | Add +0.3% | 4,182 | $1.1M |
| Mattern Capital Management, LLC | 0.15% | Reduce -2.8% | 4,179 | $1.1M |
| Spectrum Wealth Counsel, LLC | 0.13% | Add +181.7% | 4,169 | $1.1M |
| Amplius Wealth Advisors, LLC | 0.12% | Reduce -7.9% | 4,165 | $1.1M |
| Wolff Financial Management LLC | 0.32% | Add +4.3% | 4,163 | $1.1M |
| Cidel Asset Management Inc. | 0.08% | No change | 4,155 | $1.1M |
| IFG Advisors, LLC | 0.28% | Add +1.8% | 4,155 | $1.1M |
| Searcy Financial Services Inc. | 0.55% | No change | 4,153 | $1.1M |
| Hamilton Wealth, LLC | 0.34% | Reduce -7.5% | 4,152 | $1.1M |
| Yoder Wealth Management, Inc. | 0.70% | Add +2.1% | 4,149 | $1.1M |
| Ridgecrest Wealth Partners, LLC | 0.64% | Add +41.1% | 4,120 | $1.1M |
| Birchcreek Wealth Management, LLC | 0.56% | Add +63.5% | 4,100 | $1.1M |
| 1776 Wealth LLC | 0.50% | No change | 4,091 | $1.1M |
| Walden Wealth Partners LLC | 0.62% | No change | 4,175 | $1.1M |
| Financial Symmetry Inc | 0.93% | Add +1.2% | 4,089 | $1.1M |
| Cassaday & Co Wealth Management LLC | 0.03% | Reduce -9.0% | 4,089 | $1.1M |
| Lauer Wealth, LLC | 0.92% | Add +19.9% | 4,121 | $1.1M |
| Oakworth Capital, Inc. | 0.08% | Add +12.2% | 4,069 | $1.1M |
| Bernardo Wealth Planning LLC | 0.29% | Add +0.0% | 4,061 | $1.1M |
| Albion Financial Group | 0.08% | No change | 4,057 | $1.1M |
| BigSur Wealth Management LLC | 0.33% | No change | 4,053 | $1.1M |
| Centaurus Financial, Inc. | 0.07% | Add +4.4% | 4,052 | $1.1M |
| Ascent Wealth Partners, LLC | 0.16% | Add +9.4% | 4,051 | $1.1M |
| Myecfo, LLC | 0.62% | No change | 4,044 | $1.1M |
| Long Run Wealth Advisors, LLC | 0.28% | Add +1.3% | 4,030 | $1.0M |
| ARS Wealth Advisors Group, LLC | 0.14% | Add +7.6% | 4,021 | $1.0M |
| Cornerstone Wealth Advisors, Inc. | 0.32% | Reduce -0.9% | 4,021 | $1.0M |
| Tucker Asset Management LLC | 0.24% | Add +1.4% | 4,008 | $1.0M |
| Brown Wealth Management, LLC | 0.43% | No change | 4,006 | $1.0M |
| Key Financial Inc | 0.26% | Add +1.1% | 3,995 | $1.0M |
| Meridian Wealth Advisors, LLC | 0.19% | Add +28.4% | 3,992 | $1.0M |
| Meredith Wealth Planning | 0.58% | Add +27.1% | 3,990 | $1.0M |
| Van Cleef Asset Management,Inc | 0.13% | Add +9.5% | 3,975 | $1.0M |
| Chico Wealth RIA | 0.97% | Reduce -7.9% | 3,941 | $1.0M |
| Hubbell Strickland Wealth Management, LLC | 0.51% | Add +27.2% | 3,916 | $1.0M |
| Shira Ridge Wealth Management | 0.58% | No change | 3,910 | $1.0M |
| Centurion Wealth Management LLC | 0.40% | Reduce -4.9% | 3,904 | $1.0M |
| Macroview Investment Management LLC | 1.12% | Add +0.4% | 3,893 | $1.0M |
| Bourgeon Capital Management LLC | 0.20% | Add +2.3% | 3,892 | $1.0M |
| SimpliFi, Inc. | 0.46% | Add +0.3% | 3,889 | $1.0M |
| Sequent Asset Management, LLC | 0.53% | No change | 3,881 | $1.0M |
| Kaizen Financial Strategies | 0.69% | Reduce -4.2% | 3,881 | $1.0M |
| Harbor Advisory Corp. | 0.34% | No change | 3,877 | $1.0M |
| Salomon & Ludwin, LLC | 0.09% | Reduce -0.3% | 3,876 | $1.0M |
| ACR Alpine Capital Research, LLC | 0.03% | Add +6.3% | 3,871 | $1.0M |
| Advance Capital Management, Inc. | 0.07% | Add +2.9% | 3,852 | $1.0M |
| Pittenger & Anderson Inc. | 0.04% | Add +7.3% | 3,851 | $1.0M |
| Evergreen Advisors, LLC | 0.31% | Add +1.5% | 3,847 | $1000K |
| Full Sail Capital, LLC | 0.07% | Add +4.6% | 3,846 | $1000K |
| BlackRock Inc. | 0.00% | Reduce -51.0% | 3,827 | $995K |
| Vawter Financial, Ltd. | 0.72% | Reduce -1.8% | 3,824 | $994K |
| Davidson Investment Advisors | 0.05% | Reduce -35.3% | 3,818 | $992K |
| Hibernia Wealth Partners, LLC | 0.68% | Add +5.4% | 3,817 | $992K |
| Essex Bank | 0.29% | No change | 4,175 | $990K |
| Prosperity Planning, Inc. | 0.48% | Reduce -7.5% | 3,810 | $990K |
| EPG Wealth Management LLC | 0.24% | Reduce -0.6% | 3,800 | $988K |
| Ruedi Wealth Management, Inc. | 0.42% | Add +195.9% | 3,800 | $988K |
| Avidian Wealth Enterprises, LLC | 0.05% | Reduce -28.0% | 3,797 | $987K |
| Wealth Dimensions Group, Ltd. | 0.29% | Add +0.1% | 3,786 | $984K |
| Flower City Capital | 0.65% | New | 3,778 | $982K |
| Susquehanna Foundation | 0.32% | No change | 3,775 | $981K |
| Chatham Capital Group, Inc. | 0.18% | Reduce -10.0% | 3,775 | $981K |
| Van Den Berg Management I, Inc. | 0.29% | Reduce -3.1% | 3,769 | $979K |
| Peachtree Investment Partners, LLC | 0.40% | Add +14.5% | 3,761 | $978K |
| Aire Advisors, LLC | 0.22% | Add +37.6% | 3,732 | $970K |
| Marcum Wealth, LLC | 0.10% | Add +0.7% | 3,724 | $968K |
| Autumn Glory Partners, LLC | 0.47% | Add +0.8% | 3,723 | $968K |
| Sage Capital Advisors,llc | 0.28% | Add +8.6% | 3,720 | $967K |
| Farrell Financial LLC | 0.79% | Add +1.7% | 3,714 | $965K |
| PYA Waltman Capital, LLC | 0.36% | Add +47.3% | 3,713 | $965K |
| Breakwater Capital Group | 0.24% | Add +8.0% | 3,703 | $962K |
| Consolidated Portfolio Review Corp | 0.25% | Add +3.3% | 3,698 | $961K |
| Seven Springs Wealth Group, LLC | 0.37% | Add +0.8% | 3,673 | $955K |
| Cornerstone Capital, Inc. | 0.10% | Reduce -24.2% | 3,670 | $954K |
| Darden Wealth Group Inc | 0.75% | Add +0.6% | 3,666 | $953K |
| Hancock Whitney Corp. | 0.03% | Add +6.5% | 3,665 | $953K |
| Union Savings Bank | 0.50% | Reduce -5.7% | 3,661 | $951K |
| Shepherd Financial Partners LLC | 0.12% | Add +0.4% | 3,657 | $950K |
| Berkeley, Inc | 0.57% | Add +4.6% | 3,640 | $946K |
| Fortune 45 LLC | 0.77% | Add +0.4% | 3,624 | $942K |
| Burney Co./ | 0.04% | Add +10.3% | 3,614 | $939K |
| Parsons Capital Management Inc. | 0.06% | Add +1.5% | 3,609 | $938K |
| Signify Wealth | 1.55% | Add +91.2% | 3,602 | $936K |
| V2 Financial group LLC | 0.64% | No change | 3,600 | $936K |
| GDS Wealth Management | 0.11% | New | 3,597 | $935K |
| Bollard Group LLC | 0.03% | Add +0.4% | 3,582 | $931K |
| Armbruster Capital Management, Inc. | 0.20% | Reduce -3.6% | 3,562 | $926K |
| BNP Paribas Financial Markets | 0.00% | Reduce -5.8% | 3,550 | $923K |
| Dark Forest Capital Management LP | 0.16% | Reduce -60.3% | 3,539 | $920K |
| Hyperion Partners, LLC | 0.67% | Add +3.7% | 3,526 | $916K |
| Sovereign Financial Group, Inc. | 0.24% | Add +70.2% | 3,524 | $916K |
| FinTrust Capital Advisors, LLC | 0.18% | Add +0.3% | 3,520 | $915K |
| My Legacy Advisors, LLC | 0.31% | Reduce -2.6% | 3,501 | $910K |
| Armstrong Henry H Associates Inc. | 0.09% | No change | 3,500 | $910K |
| Alpha Financial Partners LLC | 0.82% | Add +0.2% | 3,482 | $905K |
| Divergent Wealth Advisors | 0.18% | No change | 3,479 | $904K |
| Financial Partners Group, Inc | 0.14% | Add +0.3% | 3,477 | $904K |
| Lutz Financial Services LLC | 0.08% | Reduce -1.5% | 3,474 | $903K |
| Paragon Capital Management Inc. | 0.67% | New | 3,469 | $902K |
| Melfa Wealth Management, Inc. | 0.65% | Add +17.6% | 3,459 | $899K |
| Fidelity D & D Bancorp Inc. | 0.67% | Add +1.9% | 3,455 | $898K |
| Aspen Wealth Management LLC | 0.35% | Reduce -16.2% | 3,453 | $897K |
| Knightsbridge Asset Management, LLC | 0.26% | No change | 3,774 | $895K |
| Nicolet Advisory Services, LLC | 0.09% | No change | 3,465 | $893K |
| Invst, LLC | 0.11% | Reduce -2.0% | 3,436 | $892K |
| Regency Capital Management Inc.\DE | 0.57% | No change | 3,432 | $892K |
| TD Asset Management Inc | 0.00% | Add +0.3% | 3,428 | $891K |
| Front Street Capital Management, Inc. | 0.17% | No change | 3,423 | $890K |
| Loudon Investment Management, LLC | 0.51% | Reduce -6.1% | 3,422 | $889K |
| Claris Advisors, LLC / Mo / | 0.45% | Add +0.2% | 3,420 | $889K |
| Boltwood Capital Management | 0.28% | Reduce -8.9% | 3,419 | $889K |
| Nixon Peabody Trust Co. | 0.08% | Reduce -13.1% | 3,419 | $889K |
| Matrix Asset Advisors Inc. | 0.11% | No change | 3,417 | $888K |
| Mason Investment Advisory Services, Inc. | 0.06% | Add +0.1% | 3,416 | $888K |
| Port Capital LLC | 0.04% | No change | 3,411 | $887K |
| Brown, Lisle/Cummings, Inc. | 0.30% | No change | 3,409 | $886K |
| Summit Wealth Partners, LLC | 0.19% | Reduce -0.8% | 3,409 | $886K |
| Advisor Resource Council | 0.37% | Reduce -88.9% | 3,602 | $884K |
| Brightwater Advisory LLC | 0.71% | Reduce -9.4% | 3,390 | $881K |
| Secure Asset Management, LLC | 0.21% | Reduce -16.1% | 3,387 | $880K |
| Whalerock Point Partners, LLC | 0.25% | Reduce -6.8% | 3,368 | $875K |
| HCR Wealth Advisors | 0.13% | Reduce -1.6% | 3,364 | $874K |
| Peak Asset Management, LLC | 0.17% | New | 3,362 | $874K |
| Disciplined Investments, LLC | 0.47% | Reduce -49.1% | 3,349 | $870K |
| FreeGulliver LLC | 0.77% | New | 3,346 | $870K |
| Caitlin John, LLC | 0.66% | Add +6.5% | 3,345 | $869K |
| Unionview, LLC | 0.72% | Add +2.2% | 3,331 | $866K |
| Tennessee Valley Asset Management Partners | 0.21% | Add +2.9% | 3,330 | $866K |
| Fiducient Advisors LLC | 0.17% | Reduce -78.1% | 3,317 | $862K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.36% | Add +138.7% | 3,315 | $862K |
| Institutional & Family Asset Management, LLC | 0.14% | Reduce -17.0% | 3,314 | $861K |
| Texas Capital Bancshares Inc | 0.39% | No change | 3,291 | $855K |
| Radnor Capital Management, LLC | 0.15% | Add +4.2% | 3,291 | $855K |
| Cedar Point Capital Partners, LLC | 0.65% | Add +4.5% | 3,280 | $852K |
| Connectus Wealth, LLC | 0.02% | Reduce -89.6% | 3,276 | $851K |
| Hilltop National Bank | 0.29% | — | 3,252 | $845K |
| Everpar Advisors LLC | 0.51% | Reduce -15.1% | 3,247 | $844K |
| Checchi Capital Advisers, LLC | 0.07% | No change | 3,246 | $844K |
| Transcendent Capital Group LLC | 0.49% | Reduce -5.7% | 3,219 | $837K |
| Smith Chas P & Associates Pa Cpas | 0.05% | Reduce -8.6% | 3,214 | $835K |
| Orgel Wealth Management, LLC | 0.02% | Add +23.3% | 3,207 | $834K |
| Hoxton Planning & Management, LLC | 0.40% | New | 3,201 | $832K |
| Bank of Marin | 0.73% | Reduce -5.3% | 3,198 | $831K |
| Midwest Financial Group LLC | 0.56% | No change | 3,192 | $830K |
| Resurgent Financial Advisors LLC | 0.45% | Reduce -2.6% | 3,190 | $829K |
| Thomasville National Bank | 0.07% | Reduce -0.9% | 3,187 | $828K |
| Peninsula Wealth, LLC | 0.17% | Add +48.7% | 3,187 | $828K |
| Lifeworks Advisors, LLC | 0.23% | Add +180.7% | 3,186 | $828K |
| Trustmark Bank Trust Department | 0.07% | Reduce -0.6% | 3,174 | $825K |
| Peirce Capital Management, LLC | 0.45% | No change | 3,167 | $823K |
| Hengehold Capital Management LLC | 0.09% | Reduce -0.1% | 3,158 | $821K |
| World Investment Advisors | 0.12% | Reduce -60.0% | 3,156 | $820K |
| Fairfield, Bush & Co. | 0.48% | Reduce -1.3% | 3,148 | $818K |
| Creegan & Nassoura Financial Group, LLC | 0.55% | No change | 3,140 | $816K |
| Sage Investment Advisers LLC | 0.93% | Add +0.1% | 3,129 | $813K |
| Bennett Selby Investments LP | 0.38% | No change | 3,127 | $813K |
| Bank of Stockton | 0.25% | Add +5.0% | 3,117 | $810K |
| Pillar Wealth Advisors, LLC | 0.61% | Add +0.3% | 3,112 | $809K |
| Cora Capital Advisors LLC | 0.43% | Add +1.2% | 3,104 | $807K |
| Pointe Capital Management LLC | 0.49% | Add +10.4% | 3,090 | $803K |
| Carson Advisory Inc. | 0.56% | Reduce -0.3% | 3,086 | $802K |
| Performance Wealth Partners, LLC | 0.03% | Reduce -27.4% | 3,084 | $802K |
| WealthShield Partners, LLC | 0.13% | Reduce -2.1% | 3,084 | $801K |
| &partners | 0.11% | Add +95.5% | 3,083 | $801K |
| Armor Investment Advisors, LLC | 0.38% | Add +10.0% | 3,081 | $801K |
| United Advisor Group, LLC | 0.30% | Add +31.7% | 3,066 | $797K |
| Certus Wealth Management, LLC | 0.63% | Add +1.8% | 3,137 | $795K |
| VitalStone Financial, LLC | 0.61% | Add +3.8% | 3,060 | $795K |
| Deutsche Bank AG | 0.00% | Add +448.8% | 3,057 | $795K |
| Reynders McVeigh Capital Management, LLC | 0.05% | Reduce -7.2% | 3,043 | $791K |
| LVW Advisors, LLC | 0.13% | Reduce -0.7% | 3,014 | $783K |
| Harbor Group, Inc. | 0.21% | Add +6.4% | 3,006 | $781K |
| Ironwood Investment Counsel, LLC | 0.14% | Reduce -1.1% | 2,995 | $778K |
| JGP Wealth Management, LLC | 0.11% | Add +8.3% | 2,991 | $777K |
| Clark Capital Management Group, Inc. | 0.01% | Add +9.4% | 2,972 | $772K |
| Earnest Partners LLC | 0.00% | Reduce -27.5% | 2,965 | $771K |
| Cedrus LLC | 0.42% | Add +7.2% | 2,962 | $770K |
| Aaron Wealth Advisors LLC | 0.11% | Reduce -1.8% | 2,961 | $770K |
| Dimension Capital Management LLC | 0.15% | New | 2,959 | $769K |
| New World Advisors LLC | 0.22% | New | 2,957 | $769K |
| Virtue Capital Management, LLC | 0.14% | Reduce -3.9% | 3,022 | $768K |
| Clarity Financial LLC | 0.12% | Add +18.1% | 2,954 | $768K |
| Members Trust Co | 0.02% | Add +1.9% | 2,945 | $765K |
| Channel Wealth LLC | 0.31% | Add +1.9% | 2,943 | $765K |
| Apexium Financial, LP | 0.06% | Reduce -49.1% | 2,943 | $765K |
| Envision Financial Planning, LLC | 0.62% | Add +0.3% | 2,942 | $765K |
| True North Advisors, LLC | 0.21% | Reduce -36.3% | 2,938 | $764K |
| Hudson Capital Management LLC | 0.27% | New | 2,937 | $763K |
| Power Wealth Management LLC | 0.48% | Reduce -15.8% | 2,923 | $760K |
| Creative Financial Designs Inc. | 0.07% | Add +2.3% | 2,915 | $758K |
| Cornerstone Advisors Asset Management, LLC | 0.27% | Reduce -1.4% | 2,911 | $757K |
| SlateStone Wealth, LLC | 0.08% | No change | 2,909 | $756K |
| Aldebaran Financial Inc. | 1.06% | Add +12.4% | 2,897 | $753K |
| S&co Inc. | 0.05% | No change | 2,882 | $749K |
| Ervin Investment Management, LLC | 0.52% | No change | 2,880 | $749K |
| Bank of New Hampshire | 0.20% | Add +1.2% | 2,862 | $744K |
| Emfo, LLC | 0.68% | No change | 2,858 | $743K |
| Paragon Financial Partners, Inc. | 0.61% | Add +67.2% | 2,856 | $742K |
| B & T Capital Management DBA Alpha Capital Management | 0.14% | Add +5.6% | 2,851 | $741K |
| Kelleher Financial Advisors | 0.31% | Add +4.1% | 2,846 | $740K |
| Shorepath Capital Management LLC | 0.58% | Add +2.3% | 2,840 | $738K |
| Towercrest Capital Management | 0.12% | Reduce -0.6% | 2,833 | $736K |
| Alliance Wealth Management Group | 0.22% | Reduce -0.6% | 2,832 | $736K |
| Vestor Capital, LLC | 0.06% | Add +44.3% | 2,834 | $736K |
| Fermata Advisors, LLC | 0.16% | Add +0.0% | 2,812 | $731K |
| Hourglass Capital, LLC | 0.22% | Add +43.4% | 2,810 | $730K |
| New England Professional Planning Group Inc. | 0.38% | No change | 2,804 | $729K |
| Wittenberg Investment Management, Inc. | 0.25% | No change | 2,798 | $727K |
| Buck Wealth Strategies, LLC | 0.25% | New | 2,798 | $727K |
| Vision Capital Management, Inc. | 0.11% | Reduce -1.6% | 2,798 | $727K |
| Lederer & Associates Investment Counsel | 0.51% | No change | 2,799 | $727K |
| Patten & Patten Inc. | 0.05% | Add +43.1% | 2,797 | $727K |
| Altus Wealth Group LLC | 0.36% | Add +5.4% | 2,787 | $724K |
| Emerald Advisors, LLC | 0.13% | New | 2,784 | $724K |
| Physician Wealth Solutions Inc. | 0.61% | Add +0.1% | 2,783 | $723K |
| Alexander Labrunerie & Co., Inc. | 0.41% | — | 2,781 | $723K |
| Fortitude Family Office, LLC | 0.49% | No change | 2,777 | $722K |
| Capital Planning Advisors, LLC | 0.13% | No change | 2,776 | $721K |
| Sandbox Financial Partners, LLC | 0.30% | Add +0.5% | 2,773 | $721K |
| Trail Ridge Investment Advisors, LLC | 0.41% | Add +28.5% | 2,771 | $720K |
| All Terrain Financial Advisors, LLC | 0.31% | Reduce -5.3% | 2,769 | $720K |
| Legacy Financial Group LLC | 0.15% | New | 2,764 | $718K |
| Tradition Wealth Management, LLC | 0.07% | Add +8.5% | 2,761 | $718K |
| Afg Fiduciary Services Limited Partnership | 0.53% | Reduce -2.1% | 2,780 | $717K |
| Baxter Bros Inc. | 0.09% | Add +2.1% | 2,758 | $717K |
| JB Capital LLC | 0.05% | Add +21.1% | 2,749 | $714K |
| Sawyer & Company, Inc | 0.28% | Reduce -6.3% | 2,739 | $712K |
| Delta Financial Group, Inc. | 0.21% | Add +0.6% | 2,737 | $711K |
| WP Advisors, LLC | 0.23% | Add +0.3% | 2,733 | $710K |
| Abacus Wealth Partners, LLC | 0.12% | Add +12.7% | 2,723 | $708K |
| Van Hulzen Asset Management, LLC | 0.05% | Reduce -7.4% | 2,708 | $704K |
| Agate Pass Investment Management, LLC | 0.38% | Add +6.3% | 2,699 | $701K |
| West Michigan Advisors, LLC | 0.23% | New | 2,687 | $698K |
| Shared Vision Wealth Group LLC | 0.44% | No change | 2,683 | $697K |
| Element Wealth, LLC | 0.41% | Reduce -1.1% | 2,668 | $693K |
| Soundmark Wealth Management, LLC | 0.31% | Add +1.4% | 2,663 | $692K |
| Cambridge Financial Group, LLC | 0.33% | No change | 2,650 | $689K |
| Legacy Trust | 0.17% | No change | 2,645 | $687K |
| Highlander Capital Management, LLC | 0.27% | No change | 2,637 | $685K |
| Elmwood Wealth Management, Inc. | 0.29% | New | 2,636 | $685K |
| Greenwood Capital Associates LLC | 0.09% | No change | 2,636 | $685K |
| Warner Financial, Inc. | 0.34% | Add +11.9% | 2,636 | $685K |
| Alaska Wealth Advisors, LLC | 0.10% | Reduce -4.4% | 2,635 | $685K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.11% | Add +13.6% | 2,630 | $684K |
| Register Financial Advisors LLC | 0.35% | Add +4.4% | 2,629 | $683K |
| Christopher J. Hasenberg, Inc | 0.33% | No change | 2,620 | $681K |
| Ironwood Wealth Management, LLC. | 0.22% | Add +312.6% | 2,616 | $680K |
| Fiduciary Family Office, LLC | 0.27% | No change | 2,616 | $680K |
| DF Dent & Co. Inc. | 0.01% | No change | 2,615 | $680K |
| Sara-Bay Financial | 0.30% | Reduce -88.2% | 2,611 | $678K |
| Walled Lake Planning & Wealth Management, LLC | 0.28% | Add +10.0% | 2,609 | $678K |
| Marietta Wealth Management, LLC | 0.11% | Reduce -4.0% | 2,606 | $677K |
| Mechanics Bank Trust Department | 0.10% | No change | 2,600 | $676K |
| Per Stirling Capital Management, LLC. | 0.11% | Add +98.8% | 2,599 | $675K |
| Derbend Asset Management | 0.33% | Add +0.1% | 2,598 | $675K |
| Arthur M. Cohen & Associates, LLC | 0.14% | Add +0.3% | 2,596 | $675K |
| Daymark Wealth Partners, LLC | 0.04% | Add +2.5% | 2,583 | $671K |
| Detalus Advisors, LLC | 0.24% | Reduce -6.9% | 2,580 | $671K |
| Southeast Asset Advisors, LLC | 0.08% | Add +6.9% | 2,580 | $671K |
| Riverstone Advisors, LLC | 0.40% | No change | 2,577 | $670K |
| Jackson Wealth Management, LLC | 0.08% | No change | 2,559 | $665K |
| Platte River Wealth Advisors, LLC | 0.19% | Add +0.1% | 2,558 | $665K |
| Stewart & Patten Co. LLC | 0.10% | No change | 2,555 | $664K |
| Tandem Capital Management Corp. | 0.38% | Add +12.3% | 2,554 | $664K |
| Evolution Wealth Advisors, LLC | 0.13% | No change | 2,546 | $662K |
| Great Waters Wealth Management | 0.11% | Reduce -6.9% | 2,543 | $661K |
| Southland Equity Partners LLC | 0.19% | Add +0.1% | 2,540 | $660K |
| Alliance Wealth Advisors, LLC | 0.42% | Add +20.3% | 2,539 | $660K |
| Apollon Financial, LLC | 0.23% | No change | 2,536 | $659K |
| Kowal Investment Group, LLC | 0.14% | Reduce -5.0% | 2,530 | $658K |
| Martel Wealth Advisors LLC | 0.14% | Reduce -4.8% | 2,521 | $655K |
| Fishman Jay A Ltd. | 0.07% | No change | 2,500 | $650K |
| CPC Advisors, LLC | 0.11% | Reduce -97.5% | 2,498 | $649K |
| Altfest L J & Co. Inc. | 0.09% | Add +0.5% | 2,475 | $643K |
| RCS Financial Planning, LLC | 0.40% | Reduce -0.2% | 2,471 | $642K |
| Aprio Wealth Management, LLC | 0.13% | Add +4.7% | 2,468 | $642K |
| Manchester Financial Inc. | 0.17% | No change | 2,468 | $641K |
| Consilio Wealth Advisors, LLC | 0.30% | Reduce -7.8% | 2,468 | $641K |
| Strategic Wealth Partners, Ltd. | 0.07% | Add +4.3% | 2,466 | $641K |
| Ullmann Wealth Partners Group, LLC | 0.10% | Add +41.9% | 2,465 | $641K |
| Bienville Capital Management, LLC | 0.19% | No change | 2,463 | $640K |
| Harbour Trust & Investment Management Co | 0.08% | Reduce -2.0% | 2,462 | $640K |
| Salvus Wealth Management, LLC | 0.44% | Reduce -21.7% | 2,452 | $637K |
| Prairie Wealth Advisors, Inc. | 0.30% | — | 2,448 | $636K |
| First Community Trust NA | 0.59% | Reduce -8.8% | 2,430 | $632K |
| SJS Investment Consulting Inc. | 0.13% | Add +6.1% | 2,429 | $631K |
| Gilliland Jeter Wealth Management LLC | 0.22% | New | 2,425 | $630K |
| Sfmg, LLC | 0.05% | Reduce -0.8% | 2,424 | $630K |
| Richardson Financial Services Inc. | 0.44% | New | 2,448 | $630K |
| Anson Capital, Inc. | 0.90% | Add +0.3% | 2,419 | $629K |
| Keystone Wealth Services, LLC | 0.20% | No change | 2,419 | $629K |
| Prosperity Consulting Group, LLC | 0.08% | Add +27.9% | 2,405 | $625K |
| Pennsylvania Capital Management Inc. | 0.26% | Reduce -17.7% | 2,405 | $625K |
| Atlantic Edge Private Wealth Management, LLC | 0.21% | Add +15.4% | 2,404 | $625K |
| River Wealth Advisors LLC | 0.09% | Add +5.1% | 2,393 | $622K |
| Providence Capital Advisors, LLC | 0.14% | Reduce -3.4% | 2,391 | $621K |
| Independence Bank of Kentucky | 0.19% | No change | 2,382 | $619K |
| Financial Perspectives, Inc | 0.23% | Add +0.3% | 2,380 | $619K |
| Fort Sheridan Advisors LLC | 0.12% | Add +17.4% | 2,378 | $618K |
| Altura Wealth Advisors Inc. | 0.73% | Add +73.0% | 2,375 | $617K |
| Penobscot Wealth Management | 0.39% | Add +0.4% | 2,373 | $617K |
| Brown Financial Advisory | 0.48% | Add +125.1% | 2,373 | $617K |
| Meridian Management Co. | 0.17% | Reduce -13.1% | 2,371 | $616K |
| Okabena Investment Services Inc. | 0.21% | Add +20.4% | 2,370 | $616K |
| Napa Wealth Management | 0.32% | Reduce -28.0% | 2,367 | $615K |
| Brickley Wealth Management | 0.14% | Add +8.3% | 2,367 | $615K |
| Bellevue Asset Management, LLC | 0.35% | Reduce -2.6% | 2,365 | $615K |
| Donor Advised Charitable Giving, Inc. | 0.02% | No change | 2,360 | $613K |
| Delta Asset Management LLC | 0.05% | Reduce -26.1% | 2,356 | $612K |
| Venturi Wealth Management, LLC | 0.04% | Add +0.8% | 2,351 | $611K |
| Redhawk Wealth Advisors, Inc. | 0.10% | Reduce -31.3% | 2,345 | $610K |
| HighMark Wealth Management LLC | 0.38% | Add +7.0% | 2,344 | $609K |
| Intrinsic Value Partners, LLC | 0.65% | Reduce -0.6% | 2,341 | $608K |
| Adamsbrown Wealth Consultants LLC | 0.25% | No change | 2,331 | $606K |
| Three Bridge Wealth Advisors, LLC | 0.24% | No change | 2,329 | $605K |
| Quest Investment Management LLC | 0.07% | No change | 2,323 | $604K |
| WealthCare Investment Partners, LLC | 0.29% | Reduce -7.3% | 2,313 | $601K |
| Palumbo Wealth Management LLC | 0.27% | Add +3.6% | 2,312 | $601K |
| Up Strategic Wealth Investment Advisors LLC | 0.98% | Reduce -3.4% | 2,310 | $600K |
| Veracity Capital LLC | 0.23% | Add +0.3% | 2,299 | $598K |
| Foster & Motley Inc. | 0.04% | Add +1.6% | 2,292 | $596K |
| Financial Synergies Wealth Advisors, Inc. | 0.08% | Reduce -12.8% | 2,285 | $594K |
| Pinkerton Wealth, LLC | 0.10% | Reduce -6.4% | 2,283 | $593K |
| Petra Financial Advisors Inc. | 0.43% | No change | 2,274 | $591K |
| Broadleaf Partners, LLC | 0.15% | Add +13.1% | 2,269 | $590K |
| Marco Investment Management LLC | 0.06% | Add +39.1% | 2,264 | $588K |
| First Pacific Financial | 0.16% | Reduce -3.8% | 2,258 | $587K |
| MSH Capital Advisors LLC | 0.21% | Add +17.7% | 2,258 | $587K |
| Bridge Creek Capital Management LLC | 0.19% | Reduce -1.5% | 2,251 | $585K |
| Oak Harvest Investment Services | 0.10% | Add +30.6% | 2,239 | $582K |
| Strata Wealth Advisors, LLC | 0.20% | Add +7.3% | 2,230 | $579K |
| Apriem Advisors | 0.07% | Reduce -8.0% | 2,224 | $578K |
| MilWealth Group LLC | 0.18% | Reduce -0.1% | 2,222 | $577K |
| Tower Wealth Partners, Inc. | 0.37% | No change | 2,220 | $577K |
| Anchor Capital Advisors LLC | 0.02% | Reduce -24.0% | 2,220 | $577K |
| Financial Guidance Group, Inc. | 0.37% | No change | 2,211 | $575K |
| Norwood Financial Corp | 0.83% | Reduce -0.7% | 2,210 | $574K |
| Barlow Wealth Partners, LLC | 0.08% | Add +4.2% | 2,266 | $573K |
| Pinnacle Wealth Management Group, Inc. | 0.43% | Reduce -8.8% | 2,202 | $572K |
| Lakeridge Wealth Management LLC | 0.37% | Add +14.8% | 2,198 | $571K |
| TruNorth Capital Management, LLC | 0.20% | — | 2,192 | $570K |
| Sonoma Private Wealth LLC | 0.91% | No change | 2,186 | $568K |
| Kanawha Capital Management LLC | 0.05% | Reduce -0.2% | 2,175 | $565K |
| Apeiron RIA LLC | 0.16% | Add +0.1% | 2,174 | $565K |
| Fiduciary Alliance LLC | 0.10% | Reduce -8.3% | 2,175 | $565K |
| Amarillo National Bank | 0.11% | No change | 2,168 | $563K |
| GHP Investment Advisors, Inc. | 0.03% | No change | 2,166 | $563K |
| Baltimore-Washington Financial Advisors, Inc. | 0.04% | Reduce -11.8% | 2,153 | $560K |
| Optimum Investment Advisors | 0.26% | No change | 2,150 | $559K |
| 4J Wealth Management LLC | 0.48% | Reduce -3.3% | 2,148 | $558K |
| One Wealth Management Investment & Advisory Services, LLC | 0.23% | Reduce -18.0% | 2,143 | $557K |
| Argent Advisors, Inc. | 0.22% | Add +10.3% | 2,134 | $555K |
| Pine Valley Investments Ltd Liability Co | 0.04% | Add +10.2% | 2,133 | $554K |
| InTrack Investment Management Inc | 0.41% | Reduce -8.6% | 2,132 | $554K |
| Melone Private Wealth, LLC | 0.33% | Reduce -4.0% | 2,127 | $553K |
| Vishria Bird Financial Group, LLC | 0.24% | Add +66.5% | 2,124 | $552K |
| Goldstein Advisors, LLC | 0.09% | Add +2.2% | 2,123 | $552K |
| Catalina Capital Group, LLC | 0.23% | Add +3.2% | 2,109 | $548K |
| Eagle Ridge Investment Management | 0.05% | Add +4.0% | 2,103 | $547K |
| Burton Enright Welch | 0.13% | Reduce -0.1% | 2,102 | $546K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Reduce -2.6% | 2,095 | $545K |
| Prevail Innovative Wealth Advisors, LLC | 0.20% | Reduce -8.0% | 2,089 | $543K |
| Twin Peaks Wealth Advisors, LLC | 0.30% | Reduce -35.8% | 2,081 | $541K |
| Richard W. Paul & Associates, LLC | 0.22% | No change | 2,081 | $541K |
| Legacy Capital Group California, Inc. | 0.20% | Add +4.5% | 2,078 | $540K |
| Baldwin Wealth Partners LLC | 0.04% | Add +495.4% | 2,078 | $540K |
| Colton Groome Financial Advisors, LLC | 0.22% | Add +8.5% | 2,073 | $539K |
| Core Wealth Management, Inc. | 0.23% | Reduce -18.8% | 2,072 | $539K |
| Crabel Capital Management, LLC | 0.47% | Reduce -64.4% | 2,064 | $536K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.06% | Add +4.7% | 2,046 | $532K |
| Charter Research & Investment Group, Inc. | 0.42% | Reduce -22.1% | 2,044 | $531K |
| ERn Financial, LLC | 0.09% | No change | 2,037 | $529K |
| Vantage Investment Partners, LLC | 0.05% | No change | 2,034 | $529K |
| Alera Investment Advisors, LLC | 0.07% | No change | 2,030 | $528K |
| Dopkins Wealth Management, LLC | 0.32% | Add +41.3% | 2,029 | $527K |
| Indiana Trust & Investment Management Co | 0.21% | No change | 2,028 | $527K |
| Family Manage LLC | 0.10% | No change | 2,022 | $526K |
| Traction Financial Partners, LLC | 0.41% | Reduce -29.1% | 2,025 | $523K |
| Northwest Capital Management Inc | 0.17% | Add +6.1% | 2,010 | $522K |
| GPS Wealth Strategies Group, LLC | 0.08% | Add +29.7% | 2,007 | $522K |
| Campbell Wealth Management | 0.05% | No change | 1,997 | $519K |
| Lazari Capital Management, Inc. | 0.28% | Add +0.3% | 1,994 | $518K |
| M. Kraus & Co | 0.16% | No change | 1,994 | $518K |
| Capital Planning LLC | 0.17% | Reduce -10.6% | 1,991 | $517K |
| Deltec Asset Management LLC | 0.10% | No change | 1,983 | $515K |
| Lyell Wealth Management, LP | 0.05% | No change | 1,976 | $514K |
| Meeder Asset Management Inc. | 0.03% | No change | 1,971 | $512K |
| Capital City Trust Co. | 0.14% | No change | 1,969 | $512K |
| Uptick Partners, LLC | 0.39% | Add +3.3% | 1,961 | $510K |
| Sterling Investment Management, LLC | 0.36% | No change | 1,960 | $509K |
| Childress Capital Advisors, LLC | 0.15% | Reduce -5.6% | 1,957 | $509K |
| Greenwood Gearhart LLC | 0.05% | Add +3.0% | 1,955 | $508K |
| Ruggaard & Associates LLC | 0.24% | Add +12.4% | 1,954 | $508K |
| Pacific Global Investment Management Co. | 0.10% | Reduce -0.1% | 1,953 | $508K |
| Quadrature Capital Ltd | 0.01% | New | 1,951 | $507K |
| Pasadena Private Wealth, LLC | 0.12% | Add +33.0% | 1,949 | $507K |
| Golden Road Advisors LLC | 0.42% | Add +14.4% | 1,948 | $506K |
| Johnson & White Wealth Management, LLC | 0.37% | Add +5.0% | 1,949 | $506K |
| First County Bank | 0.25% | Reduce -13.9% | 1,945 | $506K |
| Insight Advisors, LLC/ PA | 0.10% | Add +3.6% | 1,945 | $505K |
| Tilson Financial Group, Inc. | 0.27% | No change | 1,942 | $505K |
| Buttonwood Financial Advisors Inc. | 0.24% | Reduce -0.5% | 1,942 | $505K |
| Meridian Investment Counsel Inc. | 0.17% | No change | 1,937 | $503K |
| Whitcomb & Hess, Inc. | 0.16% | Add +0.3% | 1,934 | $503K |
| Discipline Wealth Solutions, LLC | 0.47% | Reduce -47.5% | 1,934 | $502K |
| Wayfinding Financial, LLC | 0.29% | Add +0.5% | 1,960 | $502K |
| SOA Wealth Advisors, LLC. | 0.10% | Reduce -4.0% | 1,930 | $502K |
| Baker Tilly Wealth Management, LLC | 0.09% | Add +53.1% | 1,929 | $501K |
| Herold Advisors, Inc. | 0.12% | Add +0.1% | 1,927 | $501K |
| Riversedge Advisors, LLC | 0.12% | Add +1.9% | 1,925 | $500K |
| Catalyst Financial Partners LLC | 0.13% | New | 2,020 | $500K |
| Blue Barn Wealth, LLC | 0.28% | Add +0.1% | 1,919 | $499K |
| Quotient Wealth Partners, LLC | 0.02% | Add +13.1% | 1,916 | $498K |
| TrinityPoint Wealth, LLC | 0.08% | Add +9.9% | 1,915 | $498K |
| LifePro Asset Management | 0.33% | Add +0.8% | 1,914 | $497K |
| Awm Capital, LLC | 0.08% | Add +28.5% | 1,911 | $497K |
| Savvy Advisors, Inc. | 0.29% | Reduce -3.3% | 1,905 | $495K |
| Keeler Thomas Management LLC | 0.17% | Reduce -50.1% | 1,904 | $495K |
| CPA Asset Management Group, LLC | 0.28% | No change | 1,904 | $495K |
| Fortis Capital Management LLC | 0.13% | Add +1.3% | 1,901 | $494K |
| 1834 Investment Advisors Co. | 0.06% | Add +1.8% | 1,898 | $493K |
| Taylor Hoffman Wealth Management | 0.21% | No change | 1,893 | $492K |
| New Insight Wealth Advisors | 0.31% | Reduce -0.1% | 1,892 | $492K |
| Norden Group LLC | 0.10% | New | 1,883 | $490K |
| Chicago Wealth Management, Inc. | 0.29% | New | 1,883 | $489K |
| Guardian Capital Advisors LP | 0.05% | No change | 1,975 | $489K |
| Executive Wealth Management, LLC | 0.04% | Add +11.5% | 1,883 | $489K |
| Northside Capital Management, LLC | 0.09% | No change | 1,880 | $489K |
| Spirepoint Private Client, LLC | 0.07% | — | 1,877 | $488K |
| ZWJ Investment Counsel Inc. | 0.02% | Add +30.7% | 1,867 | $485K |
| Viawealth, LLC | 0.30% | Add +0.3% | 1,863 | $484K |
| Wealth Forward, LLC | 0.38% | Add +0.5% | 1,861 | $484K |
| First Financial Bankshares Inc | 0.01% | Add +46.8% | 1,856 | $482K |
| Beverly Hills Private Wealth, LLC | 0.11% | No change | 1,853 | $482K |
| SWAN Capital LLC | 0.27% | New | 1,849 | $481K |
| Seascape Capital Management | 0.18% | Reduce -34.3% | 1,841 | $479K |
| Biechele Royce Advisors | 0.16% | Add +2.3% | 1,836 | $478K |
| Wheelhouse Advisory Group LLC | 0.37% | Reduce -13.4% | 1,836 | $477K |
| Hamilton Capital, LLC | 0.04% | Add +65.7% | 1,833 | $477K |
| First American Trust, FSB | 0.05% | Reduce -0.1% | 1,830 | $476K |
| HMS Capital Management, LLC | 0.26% | Add +2.0% | 1,829 | $475K |
| Windsor Advisory Group, LLC | 1.34% | Add +1.4% | 1,828 | $475K |
| Bar Harbor Wealth Management | 0.03% | No change | 1,825 | $474K |
| Chilton Capital Management LLC | 0.02% | Reduce -13.7% | 1,825 | $474K |
| Houlihan Financial Resource Group, Ltd. | 0.21% | No change | 1,822 | $474K |
| Retirement Financial Solutions, LLC | 0.24% | Add +0.2% | 1,813 | $471K |
| BCGM Wealth Management, LLC | 0.17% | No change | 1,812 | $471K |
| Fulcrum Capital LLC | 0.11% | Add +13.3% | 1,812 | $471K |
| Clearstead Trust, LLC | 0.12% | Reduce -1.0% | 1,811 | $471K |
| Blue Fin Capital, Inc. | 0.10% | Add +4.6% | 1,811 | $471K |
| Inspire Advisors, LLC | 0.07% | Add +46.9% | 1,808 | $470K |
| Family Investment Center, Inc. | 0.15% | Reduce -6.7% | 1,806 | $469K |
| Richard C. Young & CO., LTD. | 0.06% | Add +0.3% | 1,804 | $469K |
| Chartist Inc. | 0.24% | Reduce -2.2% | 1,801 | $468K |
| RiverGlades Family Offices LLC | 0.37% | New | 1,815 | $468K |
| Rollins Financial Advisors, LLC | 0.09% | Add +13.9% | 1,794 | $466K |
| Central Pacific Bank - Trust Division | 0.06% | — | 1,793 | $466K |
| Destiny Wealth Partners, LLC | 0.08% | Reduce -4.3% | 1,788 | $465K |
| Prosperity Wealth Management, Inc. | 0.22% | Add +0.1% | 1,784 | $464K |
| Eudaimonia Partners, LLC | 0.11% | Add +0.5% | 1,779 | $462K |
| Roman Butler Fullerton & Co. | 0.17% | Add +1.6% | 1,865 | $462K |
| Gould Asset Management LLC | 0.11% | Reduce -0.8% | 1,775 | $461K |
| Financial & Tax Architects, LLC | 0.13% | Reduce -13.0% | 1,774 | $461K |
| Financial Advisory Group | 0.08% | Reduce -28.2% | 1,766 | $459K |
| New Century Financial Group, LLC | 0.32% | Add +35.1% | 1,758 | $457K |
| Paragon Capital Management Ltd | 0.08% | Reduce -16.1% | 1,756 | $457K |
| Ewa, LLC | 0.20% | Add +4.1% | 1,767 | $456K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.13% | No change | 1,747 | $454K |
| Zeit Capital LLC | 0.37% | Reduce -8.6% | 1,744 | $453K |
| Cary Street Partners Asset Management LLC | 0.07% | No change | 1,742 | $453K |
| Intellectus Partners, LLC | 0.12% | Reduce -46.2% | 1,739 | $452K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -2.4% | 1,737 | $451K |
| Elevated Capital Advisors, LLC | 0.13% | Reduce -6.0% | 1,733 | $450K |
| One Wealth Advisors, LLC | 0.08% | Add +0.3% | 1,733 | $450K |
| Cypress Financial Planning LLC | 0.21% | Add +11.8% | 1,728 | $449K |
| Guardian Wealth Advisors, LLC | 0.29% | Add +24.6% | 1,724 | $448K |
| Chesapeake Asset Management LLC | 0.44% | Add +347.8% | 1,724 | $448K |
| Horizon Kinetics Asset Management LLC | 0.01% | No change | 1,722 | $448K |
| Welch Group, LLC | 0.02% | Reduce -4.2% | 1,720 | $447K |
| Trillium Asset Management, LLC | 0.01% | Reduce -0.5% | 1,716 | $446K |
| Nova R Wealth, Inc. | 0.23% | Add +12.4% | 1,712 | $445K |
| Clearwater Capital Advisors, LLC | 0.05% | Reduce -19.5% | 1,705 | $443K |
| First Merchants Corp. | 0.03% | Add +24.3% | 1,703 | $443K |
| Mma Asset Management LLC | 0.21% | Add +2.0% | 1,720 | $441K |
| Cambridge Capital Management, LLC | 0.35% | Add +5.4% | 1,696 | $441K |
| Trust Co. of Oklahoma | 0.16% | Add +4.6% | 1,694 | $440K |
| Ritter Daniher Financial Advisory LLC / DE | 0.15% | Reduce -3.1% | 1,694 | $440K |
| Aull & Monroe Investment Management Corp | 0.20% | No change | 1,693 | $440K |
| Grey Fox Wealth Advisors, LLC | 0.16% | Reduce -1.2% | 1,687 | $438K |
| Quent Capital, LLC | 0.05% | Add +814.7% | 1,683 | $437K |
| Clayton Financial Group LLC | 0.20% | New | 1,682 | $437K |
| Americana Partners, LLC | 0.04% | No change | 1,677 | $436K |
| TFG Advisers LLC | 0.17% | Add +0.2% | 1,676 | $436K |
| Vertex Planning Partners, LLC | 0.12% | Reduce -1.1% | 1,674 | $435K |
| Arcataur Capital Management LLC | 0.16% | Add +63.9% | 1,673 | $435K |
| Clarity Asset Management, Inc. | 0.30% | Add +0.1% | 1,672 | $435K |
| Point Windward Advisors Inc. | 0.18% | New | 1,672 | $435K |
| Horizons Wealth Management | 0.28% | No change | 1,823 | $432K |
| Horizon Investment Services, LLC | 0.21% | No change | 1,663 | $432K |
| Diligent Investors, LLC | 0.11% | Add +1.0% | 1,663 | $432K |
| Grey Street Capital, LLC | 0.06% | No change | 1,662 | $432K |
| Innova Wealth Partners | 0.33% | New | 1,661 | $432K |
| Frisch Financial Group, Inc. | 0.14% | Reduce -3.5% | 1,658 | $431K |
| BlueChip Wealth Advisors LLC | 0.28% | No change | 1,656 | $430K |
| Ameraudi Asset Management, Inc. | 0.20% | No change | 1,652 | $429K |
| Northern Capital Management, Inc. | 0.30% | Add +0.1% | 1,642 | $427K |
| Crane Advisory, LLC | 0.09% | No change | 1,674 | $426K |
| Horan Securities, Inc. | 0.20% | Add +9.9% | 1,627 | $423K |
| Lummis Asset Management, LP | 0.57% | Add +6.1% | 1,626 | $423K |
| Chemistry Wealth Management LLC | 0.11% | No change | 1,620 | $421K |
| Fortitude Advisory Group L.L.C. | 0.24% | Reduce -15.3% | 1,620 | $421K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 1,615 | $420K |
| Riverwater Partners LLC | 0.31% | Reduce -12.9% | 1,612 | $419K |
| Kure Advisory, LLC | 0.36% | Reduce -4.0% | 1,612 | $419K |
| Bremer Bank National Association | 0.08% | Reduce -16.9% | 1,593 | $414K |
| Auxano Advisors, LLC | 0.12% | New | 1,590 | $413K |
| Patten Group, Inc. | 0.10% | No change | 1,581 | $411K |
| Zullo Investment Group, Inc. | 0.19% | Add +0.4% | 1,578 | $410K |
| Westover Capital Advisors, LLC | 0.12% | Reduce -0.3% | 1,578 | $410K |
| FFG Partners, LLC | 0.18% | Add +0.3% | 1,575 | $410K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.18% | Reduce -18.6% | 1,573 | $409K |
| Burt Wealth Advisors | 0.10% | Add +13.4% | 1,571 | $408K |
| Thrive Wealth Management, LLC | 0.08% | Add +8.4% | 1,569 | $408K |
| Carmel Capital Partners, LLC | 0.17% | New | 1,564 | $406K |
| Sachetta, LLC | 0.19% | No change | 1,706 | $405K |
| Triangle Securities Wealth Management | 0.12% | No change | 1,557 | $405K |
| Arcadia Wealth Management, LLC | 0.25% | Add +15.0% | 1,557 | $405K |
| Montecito Bank & Trust | 0.08% | No change | 1,555 | $404K |
| Fielder Capital Group LLC | 0.18% | Reduce -8.7% | 1,555 | $404K |
| Alta Wealth Advisors LLC | 0.20% | Reduce -5.7% | 1,552 | $403K |
| ESL Trust Services, LLC | 0.11% | New | 1,549 | $403K |
| Fenimore Asset Management Inc | 0.01% | New | 1,549 | $403K |
| Diversified, LLC | 0.06% | New | 1,546 | $402K |
| Keebeck Wealth Management | 0.06% | No change | 1,538 | $400K |
| Tobias Financial Advisors, Inc. | 0.09% | No change | 1,534 | $399K |
| Sage Capital Management, LLC | 0.22% | Add +0.2% | 1,528 | $397K |
| Sugar Maple Asset Management, LLC | 0.38% | — | 1,524 | $396K |
| Mirador Capital Partners LP | 0.08% | No change | 1,518 | $395K |
| Quadrant Private Wealth Management, LLC | 0.10% | Add +0.7% | 1,515 | $394K |
| Legacy Advisors, LLC | 0.05% | Reduce -69.4% | 1,514 | $393K |
| Onyx Financial Advisors, LLC | 0.24% | Reduce -0.3% | 1,512 | $393K |
| Ellis Investment Partners, LLC | 0.09% | Add +12.3% | 1,507 | $392K |
| Edge Financial Advisors LLC | 0.34% | — | 1,500 | $390K |
| Rock Point Advisors, LLC | 0.12% | No change | 1,500 | $390K |
| Collective Family Office LLC | 0.13% | No change | 1,500 | $390K |
| RE Dickinson Investment Advisors, LLC | 0.24% | Reduce -6.3% | 1,494 | $388K |
| Retirement Systems of Alabama | 0.00% | No change | 1,490 | $387K |
| Coombe, Bender & Co LLC | 0.23% | Reduce -16.6% | 1,484 | $386K |
| Institute for Wealth Management, LLC. | 0.05% | Reduce -6.9% | 1,480 | $385K |
| Affinity Wealth Management LLC | 0.07% | Reduce -0.3% | 1,478 | $384K |
| BetterWealth, LLC | 0.12% | Reduce -40.0% | 1,470 | $382K |
| 1832 Asset Management L.P. | 0.00% | Reduce -17.9% | 1,468 | $382K |
| Flagstone Financial Management | 0.15% | Add +1.9% | 1,465 | $381K |
| Sharp Wealth Advisory, LLC | 0.35% | Add +46.6% | 1,465 | $381K |
| Addison Advisors LLC | 0.13% | Add +8.0% | 1,456 | $378K |
| Vivid Wealth Management, LLC | 0.24% | New | 1,456 | $378K |
| Novare Capital Management LLC | 0.03% | New | 1,454 | $378K |
| Beacon Financial Advisory LLC | 0.18% | Reduce -1.1% | 1,449 | $377K |
| Trivium Point Advisory, LLC | 0.08% | Add +12.4% | 1,448 | $376K |
| Waterfront Wealth Inc. | 0.11% | Add +3.5% | 1,501 | $376K |
| Peregrine Asset Advisers, Inc. | 0.15% | Reduce -18.5% | 1,440 | $374K |
| Weybosset Research & Management LLC | 0.13% | Reduce -48.4% | 1,225 | $373K |
| Lynch & Associates | 0.09% | No change | 1,429 | $371K |
| Financial Advisors, LLC | 0.08% | Add +0.3% | 1,427 | $371K |
| Parker Financial LLC | 0.21% | Reduce -8.6% | 1,427 | $371K |
| Fusion Capital, LLC | 0.17% | Reduce -2.8% | 1,417 | $368K |
| RKL Wealth Management LLC | 0.04% | Add +6.3% | 1,414 | $367K |
| Stablepoint Partners, LLC | 0.07% | Add +12.2% | 1,408 | $366K |
| Safeguard Investment Advisory Group, LLC | 0.12% | Reduce -16.4% | 1,406 | $365K |
| 49 Wealth Management, LLC | 0.08% | Add +36.7% | 1,407 | $365K |
| Cardinal Strategic Wealth Guidance | 0.14% | Reduce -47.8% | 1,402 | $364K |
| Lockerman Financial Group, Inc. | 0.70% | Reduce -0.1% | 1,401 | $364K |
| Opus Capital Group, LLC | 0.05% | Reduce -11.2% | 1,401 | $364K |
| Buska Wealth Management, LLC | 0.16% | — | 1,398 | $363K |
| SMART Wealth LLC | 0.16% | New | 1,397 | $363K |
| Better Money Decisions, LLC | 0.29% | Add +32.9% | 1,397 | $363K |
| Addison Capital Co | 0.18% | New | 1,393 | $362K |
| Prosperity Financial Group, Inc. | 0.22% | Add +0.7% | 1,389 | $361K |
| Conservest Capital Advisors, Inc. | 0.04% | No change | 1,387 | $360K |
| Encompass Wealth Advisors, LLC | 0.10% | Add +0.2% | 1,386 | $360K |
| Oxinas Partners, LLC | 0.23% | Add +45.3% | 1,376 | $358K |
| DGS Capital Management, LLC | 0.10% | New | 1,375 | $357K |
| Garden State Investment Advisory Services LLC | 0.13% | Reduce -6.9% | 1,371 | $357K |
| Bensler, LLC | 0.05% | Reduce -4.1% | 1,370 | $356K |
| Johns Hopkins University | 0.01% | Reduce -13.6% | 1,371 | $356K |
| Fagan Associates, Inc. | 0.07% | Add +0.2% | 1,365 | $355K |
| Hedeker Wealth, LLC | 0.10% | Add +43.7% | 1,354 | $352K |
| Obsidian Cio, LLC | 0.09% | Reduce -13.8% | 1,348 | $350K |
| Cape Investment Advisory, Inc. | 0.16% | Add +44.6% | 1,343 | $349K |
| Woodley Farra Manion Portfolio Management Inc. | 0.02% | Add +6.3% | 1,343 | $349K |
| McCollum Christoferson Group LLC | 0.10% | Add +0.3% | 1,341 | $349K |
| Vermillion & White Wealth Management Group, LLC | 0.28% | New | 1,333 | $347K |
| Navalign, LLC | 0.11% | Add +0.1% | 1,333 | $346K |
| Triune Financial Partners, LLC | 0.12% | Reduce -3.2% | 1,332 | $346K |
| High Probability Advisors, LLC | 0.06% | Add +9.4% | 1,326 | $345K |
| Concorde Asset Management, LLC | 0.24% | Add +0.1% | 1,326 | $345K |
| Strait & Sound Wealth Management LLC | 0.19% | Reduce -2.9% | 1,340 | $344K |
| Strategic Advisors LLC | 0.07% | Add +0.2% | 1,322 | $344K |
| Darrow Company, Inc. | 0.22% | Add +0.1% | 1,311 | $341K |
| Northwest Bancshares, Inc. | 0.05% | Reduce -7.0% | 1,311 | $341K |
| LCM Capital Management Inc | 0.22% | No change | 1,310 | $340K |
| Maple Capital Management, Inc. | 0.03% | New | 1,309 | $340K |
| NTV Asset Management LLC | 0.05% | No change | 1,309 | $340K |
| Essex LLC | 0.08% | Add +0.9% | 1,308 | $340K |
| Cypress Wealth Services, LLC | 0.08% | Reduce -45.3% | 1,306 | $340K |
| DMC Group, LLC | 0.29% | No change | 1,304 | $339K |
| Villere St Denis J & Co. LLC | 0.03% | New | 1,301 | $338K |
| tru Independence LLC | 0.10% | Reduce -0.8% | 1,300 | $338K |
| CoreFirst Bank & Trust | 0.21% | Reduce -15.0% | 1,300 | $338K |
| Pettyjohn, Wood & White, Inc. | 0.07% | Reduce -30.9% | 1,300 | $338K |
| Atwood & Palmer Inc. | 0.03% | No change | 1,300 | $338K |
| Two Sigma Securities, LLC | 0.02% | Reduce -43.5% | 1,300 | $338K |
| Peoples Bank | 0.19% | No change | 1,299 | $338K |
| Private Capital Management, LLC | 0.04% | Reduce -12.9% | 1,294 | $336K |
| Drake & Associates, LLC | 0.12% | Reduce -16.4% | 1,292 | $336K |
| Sound Income Strategies, LLC | 0.02% | Add +254.7% | 1,284 | $334K |
| Global Strategic Investment Solutions, LLC | 0.04% | Add +0.2% | 1,283 | $333K |
| Avondale Wealth Management | 0.23% | No change | 1,282 | $333K |
| Nilsine Partners, LLC | 0.05% | Add +2.2% | 1,280 | $333K |
| Advisory Resource Group | 0.08% | Add +10.4% | 1,280 | $333K |
| EnRich Financial Partners LLC | 0.12% | Reduce -0.9% | 1,279 | $332K |
| Fort Washington Investment Advisors Inc. | 0.00% | Add +19.6% | 1,278 | $332K |
| Conrad Siegel Investment Advisors, Inc. | 0.10% | Reduce -33.3% | 1,276 | $332K |
| Able Wealth Management LLC | 0.29% | Add +9.2% | 1,274 | $331K |
| Hazlett, Burt & Watson, Inc. | 0.20% | Add +2.3% | 1,270 | $330K |
| Hantz Financial Services, Inc. | 0.01% | New | 1,268 | $330K |
| Purus Wealth Management, LLC | 0.16% | No change | 1,262 | $328K |
| Allegheny Financial Group | 0.10% | Reduce -3.8% | 1,253 | $326K |
| WestHill Financial Advisors, Inc. | 0.08% | Reduce -82.4% | 1,253 | $326K |
| Dakota Community Bank & Trust NA | 1.76% | No change | 1,250 | $325K |
| LCNB Corp. | 0.12% | No change | 1,250 | $325K |
| Crestone Asset Management LLC | 0.07% | New | 1,250 | $325K |
| Compton Financial Group, LLC | 0.11% | Reduce -6.0% | 1,232 | $320K |
| Financial Futures Ltd Liability Co. | 0.21% | Add +8.8% | 1,232 | $320K |
| Orion Capital Management LLC | 0.17% | Add +3.0% | 1,222 | $318K |
| Diversified Investment Strategies, LLC | 0.21% | No change | 1,220 | $317K |
| Capital Management Associates, Inc | 0.23% | Reduce -28.5% | 1,219 | $317K |
| Northstar Asset Management Inc. | 0.06% | No change | 1,219 | $317K |
| Elevate Wealth Advisory, Inc. | 0.28% | Add +5.1% | 1,216 | $316K |
| Vigilare Wealth Management | 0.15% | Reduce -3.0% | 1,209 | $314K |
| Main Management LLC | 0.03% | Add +123.1% | 1,207 | $314K |
| Red Tortoise LLC | 0.18% | Add +0.2% | 1,208 | $314K |
| Essex Investment Management Co. LLC | 0.06% | No change | 1,206 | $313K |
| Willow Creek Wealth Management Inc. | 0.04% | Reduce -4.1% | 1,205 | $313K |
| Unique Wealth, LLC | 0.09% | Reduce -0.7% | 1,204 | $313K |
| Sachem Hill LLC | 0.07% | No change | 1,202 | $312K |
| Hillcrest Wealth Advisors - NY, LLC | 0.17% | No change | 1,200 | $312K |
| Leading Edge Financial Planning LLC | 0.14% | Add +0.7% | 1,195 | $311K |
| Condor Capital Management | 0.03% | No change | 1,192 | $310K |
| Leeward Financial Partners, LLC | 0.13% | Reduce -8.5% | 1,190 | $309K |
| Intelligence Driven Advisers, LLC | 0.05% | Add +0.1% | 1,190 | $309K |
| Westwood Holdings Group Inc. | 0.00% | Reduce -52.2% | 1,190 | $309K |
| Kintra Wealth, LLC | 0.23% | No change | 1,188 | $309K |
| Teamwork Financial Advisors, LLC | 0.05% | Reduce -21.7% | 1,187 | $308K |
| Private Advisory Group LLC | 0.04% | New | 1,184 | $308K |
| Cape Cod Five Cents Savings Bank | 0.03% | No change | 1,183 | $307K |
| American State Bank (Iowa) | 0.21% | Add +44.0% | 1,181 | $307K |
| Callan Capital, LLC | 0.03% | No change | 1,171 | $304K |
| Triton Wealth Management, PLLC | 0.21% | Add +0.3% | 1,211 | $303K |
| Riverview Trust Co | 0.23% | No change | 1,165 | $303K |
| Unison Advisors LLC | 0.03% | Add +2.8% | 1,164 | $302K |
| Capital Investment Services of America, Inc. | 0.03% | No change | 1,162 | $302K |
| Nicholas Wealth, LLC. | 0.23% | No change | 1,160 | $301K |
| Private Client Services, LLC | 0.20% | Add +2.0% | 1,156 | $301K |
| Prostatis Group LLC | 0.11% | Reduce -1.2% | 1,155 | $300K |
| Greenup Street Wealth Management LLC | 0.07% | New | 1,143 | $297K |
| Silvia McColl Wealth Management, LLC | 0.25% | No change | 1,162 | $296K |
| Walker Asset Management, LLC | 0.20% | No change | 1,138 | $296K |
| Farmers National Bank | 0.09% | Reduce -5.6% | 1,138 | $296K |
| Welch & Forbes LLC | 0.00% | Add +0.2% | 1,135 | $295K |
| WESPAC Advisors, LLC | 0.17% | Add +11.2% | 1,134 | $295K |
| Wealth Management Partners, LLC | 0.15% | No change | 1,134 | $295K |
| Patrick M Sweeney & Associates, Inc. | 0.24% | Add +3.2% | 1,130 | $294K |
| MIdWestOne Financial Group, Inc. | 0.05% | Reduce -2.4% | 1,130 | $294K |
| GoalFusion Wealth Management, LLC | 0.19% | New | 1,127 | $293K |
| Dearborn Partners LLC | 0.01% | Add +21.6% | 1,126 | $293K |
| Pinnacle Family Advisors, LLC | 0.16% | No change | 1,125 | $292K |
| KM Capital Management Ltd. | 0.16% | Reduce -7.5% | 1,125 | $292K |
| Halpern Financial, Inc. | 0.08% | No change | 1,134 | $292K |
| Prepared Retirement Institute LLC | 0.22% | Reduce -1.3% | 1,124 | $292K |
| Solutions 4 Wealth, Ltd | 0.82% | Add +0.7% | 1,121 | $291K |
| Ingalls & Snyder LLC | 0.01% | Reduce -25.8% | 1,121 | $291K |
| Godshalk Welsh Capital Management, Inc. | 0.19% | No change | 1,115 | $290K |
| Nelson Capital Management, LLC | 0.06% | No change | 1,114 | $290K |
| Guardian Financial Partners, LLC | 0.20% | Add +0.4% | 1,114 | $290K |
| Coppell Advisory Solutions Corp. | 0.05% | — | 1,113 | $289K |
| Cabana LLC | 1.23% | New | 1,108 | $288K |
| Laurel Wealth Advisors LLC | 0.05% | No change | 1,100 | $286K |
| Cowa, LLC | 0.17% | No change | 1,098 | $285K |
| Cutter & CO Brokerage, Inc. | 0.07% | Reduce -3.4% | 1,098 | $285K |
| Donaldson Capital Management, LLC | 0.01% | Add +2.8% | 1,089 | $283K |
| Stage Harbor Financial, LLC | 0.26% | No change | 1,089 | $283K |
| Revisor Wealth Management LLC | 0.13% | New | 1,112 | $283K |
| West Branch Capital LLC | 0.11% | Reduce -8.8% | 1,087 | $283K |
| Schiavi & Co LLC | 0.11% | No change | 1,082 | $281K |
| TrueWealth Advisors, LLC | 0.11% | Reduce -3.3% | 1,081 | $281K |
| Forte Asset Management LLC | 0.17% | No change | 1,080 | $281K |
| Arjuna Capital | 0.08% | New | 1,080 | $281K |
| Strategy Asset Managers LLC | 0.06% | No change | 1,079 | $280K |
| MKT Advisors LLC | 0.15% | Add +0.2% | 1,097 | $280K |
| Private Wealth Strategies, L.L.C. | 0.06% | Reduce -7.7% | 1,073 | $279K |
| Ballast, Inc. | 0.09% | New | 1,072 | $279K |
| IMPACTfolio, LLC | 0.17% | No change | 1,071 | $278K |
| M. Kulyk & Associates, LLC | 0.06% | Reduce -3.7% | 1,064 | $277K |
| Narwhal Capital Management | 0.03% | Reduce -0.5% | 1,061 | $276K |
| Castle Rock Wealth Management, LLC | 0.07% | Add +0.4% | 1,106 | $274K |
| TRUE Private Wealth Advisors | 0.03% | Add +7.9% | 1,054 | $274K |
| Core Wealth Partners LLC | 0.21% | Reduce -3.9% | 1,053 | $274K |
| Aufman Associates Inc | 0.19% | Reduce -0.7% | 1,046 | $272K |
| Bigelow Investment Advisors, LLC | 0.13% | Add +20.9% | 1,046 | $272K |
| Fairway Wealth LLC | 0.18% | Add +0.4% | 1,046 | $272K |
| Mark Sheptoff Financial Planning, LLC | 0.15% | No change | 1,044 | $271K |
| American Financial & Tax Strategies Inc. | 0.15% | No change | 1,044 | $271K |
| Legacy Financial Group, Inc. | 0.11% | Add +1.0% | 1,042 | $271K |
| Buffington Mohr McNeal | 0.05% | Reduce -7.6% | 1,040 | $270K |
| Mengis Capital Management, Inc. | 0.04% | Add +7.7% | 1,040 | $270K |
| Laurel Wealth Planning LLC | 0.18% | Reduce -34.6% | 1,035 | $269K |
| Trinity Wealth Management, LLC | 0.14% | Reduce -3.8% | 1,033 | $268K |
| FSB Premier Wealth Management, Inc. | 0.12% | No change | 1,030 | $268K |
| Summit Place Financial Advisors, LLC | 0.16% | Reduce -12.6% | 1,030 | $268K |
| Mendota Financial Group, LLC | 0.16% | No change | 1,029 | $267K |
| Wambolt & Associates, LLC | 0.08% | New | 1,028 | $267K |
| Financial Security Advisor, Inc. | 0.09% | Add +0.3% | 1,024 | $266K |
| Vance Wealth, LLC | 0.11% | Add +6.8% | 1,019 | $265K |
| Verum Partners LLC | 0.09% | Reduce -51.4% | 1,019 | $265K |
| Madison Park Capital Advisors, LLC | 0.23% | Add +0.1% | 1,015 | $264K |
| Affinity Capital Advisors, LLC | 0.06% | Add +1.9% | 1,012 | $263K |
| Goodwin Investment Advisory | 0.12% | Reduce -29.0% | 1,010 | $262K |
| Epiq Partners, LLC | 0.17% | No change | 1,001 | $260K |
| Bantamac Capital, LLC | 0.15% | No change | 1,000 | $260K |
| JBF Capital, Inc. | 0.04% | No change | 1,000 | $260K |
| Toronto Dominion Bank | 0.00% | No change | 1,000 | $260K |
| Dana Investment Advisors, Inc. | 0.01% | Add +4.2% | 999 | $260K |
| Cottage Street Advisors LLC | 0.16% | Add +9.2% | 995 | $259K |
| Tranquility Partners, LLC | 0.10% | Add +11.8% | 995 | $259K |
| Matisse Capital | 0.12% | No change | 995 | $259K |
| Koesten, Hirschmann & Crabtree, INC. | 0.17% | Add +144.8% | 994 | $258K |
| Sutton Place Investors LLC | 0.13% | New | 994 | $258K |
| Sittner & Nelson, LLC | 0.13% | No change | 990 | $257K |
| Montz Harcus Wealth Management LLC | 0.17% | Add +0.1% | 987 | $257K |
| AlphaStar Capital Management, LLC | 0.03% | Reduce -18.4% | 983 | $255K |
| Lunt Capital Management, Inc. | 0.13% | No change | 982 | $255K |
| Widmann Financial Services, Inc. | 0.21% | No change | 981 | $255K |
| Flaharty Asset Management, LLC | 0.04% | No change | 975 | $253K |
| McAlister, Sweet & Associates, Inc. | 0.20% | No change | 973 | $253K |
| Peterson Financial Group, Inc. | 1.65% | Add +0.4% | 972 | $253K |
| LBMC Investment Advisors, LLC | 0.02% | Add +0.2% | 970 | $252K |
| Hofer & Associates. Inc | 0.21% | Reduce -1.9% | 966 | $251K |
| Fortis Advisors, LLC | 0.17% | Add +6.5% | 963 | $250K |
| FMB Wealth Management | 0.20% | New | 959 | $249K |
| Financial Consulate, Inc. | 0.07% | Add +0.2% | 959 | $249K |
| G&S Capital LLC | 0.11% | Reduce -6.3% | 959 | $249K |
| DDFG, Inc | 0.08% | Add +0.4% | 955 | $248K |
| Rockport Wealth LLC | 0.17% | — | 953 | $248K |
| River Street Advisors LLC | 0.17% | No change | 951 | $247K |
| Cadent Capital Advisors, LLC | 0.10% | No change | 950 | $247K |
| Provident Investment Management, Inc. | 0.02% | No change | 946 | $246K |
| Financial Planning & Information Services, Inc. | 0.04% | Reduce -1.3% | 940 | $244K |
| North Point Portfolio Managers Corp. | 0.04% | New | 934 | $243K |
| True Link Financial Advisors, LLC | 0.02% | New | 934 | $243K |
| Stanley-Laman Group, Ltd. | 0.03% | No change | 933 | $242K |
| Commonwealth Financial Services, LLC | 0.06% | No change | 1,021 | $242K |
| Wellington Shields & Co., LLC | 0.08% | Reduce -24.4% | 930 | $242K |
| Private Management Group Inc. | 0.01% | Reduce -8.9% | 930 | $242K |
| TAP Consulting, LLC | 0.05% | Reduce -0.3% | 927 | $241K |
| Riverbridge Partners LLC | 0.00% | Reduce -52.3% | 926 | $241K |
| Pioneer Wealth Management Group | 0.14% | Reduce -7.9% | 925 | $240K |
| GEM Asset Management, LLC | 0.16% | No change | 966 | $239K |
| Klingenstein Fields & Co. LP | 0.01% | No change | 920 | $239K |
| Accent Capital Management, LLC | 0.21% | Add +162.9% | 920 | $239K |
| Woodstock Corp. | 0.02% | No change | 920 | $239K |
| Ethos Financial Group, LLC | 0.05% | New | 823 | $239K |
| Paragon Advisors, LLC | 0.10% | Reduce -13.7% | 916 | $238K |
| Eastern Bank | 0.01% | Reduce -8.3% | 914 | $238K |
| Heritage Trust Co | 0.03% | No change | 912 | $237K |
| Custos Family Office, LLC | 0.12% | Add +0.3% | 912 | $237K |
| Firethorn Wealth Partners, LLC | 0.14% | Reduce -59.9% | 911 | $237K |
| JRM Investment Counsel, LLC | 0.08% | No change | 910 | $237K |
| Delta Wealth Advisors LLC | 0.24% | — | 910 | $237K |
| Pavion Blue Capital, LLC | 0.12% | No change | 904 | $235K |
| Alpha Omega Group, Inc. | 0.33% | Add +0.6% | 902 | $234K |
| KKM Financial LLC | 0.11% | Reduce -1.6% | 901 | $234K |
| Signature Resources Capital Management, LLC | 0.22% | No change | 987 | $234K |
| Swisher Financial Concepts, Inc. | 0.20% | New | 918 | $234K |
| MBL Wealth, LLC | 0.03% | New | 900 | $234K |
| Slagle Financial, LLC | 0.13% | New | 900 | $234K |
| Joule Financial, LLC | 0.10% | Add +0.1% | 898 | $233K |
| Northwest Bank & Trust Co | 0.21% | Add +18.4% | 938 | $233K |
| Heirloom Wealth Management | 0.08% | Reduce -33.1% | 895 | $233K |
| Mechanics Financial Corp | 0.12% | No change | 893 | $232K |
| Birch Hill Investment Advisors LLC | 0.01% | Reduce -4.6% | 891 | $232K |
| Dohj, LLC | 0.06% | Add +2.9% | 890 | $231K |
| Future Financial Wealth Managment LLC | 0.18% | No change | 889 | $231K |
| Iowa State Bank | 0.05% | Reduce -8.3% | 888 | $231K |
| Indie Asset Partners, LLC | 0.21% | Add +0.1% | 887 | $231K |
| Nicollet Investment Management, Inc. | 0.08% | No change | 881 | $229K |
| DLK Investment Management, LLC | 0.10% | No change | 880 | $229K |
| KilterHowling LLC | 0.16% | Reduce -3.5% | 880 | $229K |
| Central Valley Advisors, LLC | 0.12% | Add +0.9% | 879 | $229K |
| Sterling Investment Counsel, LLC | 0.11% | No change | 876 | $228K |
| LVZ, Inc. | 0.03% | Reduce -12.6% | 875 | $227K |
| Walter & Keenan Wealth Management LLC /in/ | 0.07% | Reduce -3.1% | 875 | $227K |
| Nottingham Advisors, Inc. | 0.03% | Reduce -86.7% | 874 | $227K |
| Colonial Trust Advisors | 0.02% | No change | 872 | $227K |
| Heritage Wealth Management, LLC | 0.12% | New | 870 | $226K |
| Sloy Dahl & Holst, LLC | 0.05% | New | 869 | $226K |
| Heartwood Wealth Advisors LLC | 0.03% | New | 865 | $225K |
| Continuum Wealth Advisors, LLC | 0.13% | Reduce -8.9% | 863 | $224K |
| Middleton & Co. Inc. | 0.03% | No change | 862 | $224K |
| SkyView Investment Advisors, LLC | 0.04% | No change | 862 | $224K |
| 17 Capital Partners, LLC | 0.17% | New | 860 | $224K |
| Sargent Investment Group, LLC | 0.05% | No change | 860 | $224K |
| Ellenbecker Investment Group | 0.05% | New | 859 | $223K |
| Clark Financial Services Group Inc. | 0.27% | No change | 850 | $221K |
| Orrstown Financial Services Inc. | 0.12% | Reduce -15.0% | 850 | $221K |
| Stonebridge Financial Planning Group, LLC | 0.12% | Reduce -5.0% | 850 | $221K |
| Curtis Advisory Group, LLC | 0.09% | New | 850 | $221K |
| JSF Financial, LLC | 0.07% | Reduce -4.0% | 848 | $221K |
| SRH Advisors, LLC | 0.07% | No change | 848 | $220K |
| Insight Wealth Strategies, LLC | 0.03% | Add +0.1% | 847 | $220K |
| Schulz Wealth, LTD. | 0.19% | Reduce -53.6% | 845 | $220K |
| Kapstone Financial Advisors LLC | 0.15% | Reduce -8.7% | 845 | $220K |
| Inspirion Wealth Advisors, LLC | 0.04% | New | 843 | $219K |
| Black Swift Group, LLC | 0.06% | New | 842 | $219K |
| Investmark Advisory Group LLC | 0.12% | New | 840 | $218K |
| Perissos Private Wealth Management, LLC | 0.20% | — | 838 | $218K |
| Financial Life Advisors | 0.09% | New | 836 | $217K |
| ForthRight Wealth Management, LLC | 0.08% | New | 836 | $217K |
| Zuckerman Investment Group, LLC | 0.03% | Reduce -3.2% | 835 | $217K |
| Lauterbach Financial Advisors, LLC | 0.14% | Reduce -38.6% | 834 | $217K |
| CJM Wealth Advisers, Ltd. | 0.08% | New | 833 | $216K |
| Mairs & Power Inc. | 0.00% | New | 828 | $215K |
| G2 Capital Management, LLC / Oh | 0.07% | New | 828 | $215K |
| MidAtlantic Capital Management, Inc. | 0.19% | No change | 827 | $215K |
| Mountain Capital Investment Advisors Inc. | 0.06% | New | 833 | $215K |
| McDonald Partners LLC | 0.06% | Reduce -21.8% | 822 | $214K |
| Palo Alto Wealth Advisors, LLC | 0.15% | New | 822 | $214K |
| Oak Family Advisors, LLC | 0.08% | New | 821 | $213K |
| Hapanowicz & Associates Financial Services, Inc | 0.12% | New | 821 | $213K |
| Hobart Private Capital, LLC | 0.07% | New | 820 | $213K |
| Kennedy Investment Group, Inc. | 0.11% | New | 818 | $213K |
| Townsend & Associates, Inc | 0.02% | Add +0.1% | 848 | $212K |
| Home Federal Bank of Tennessee | 0.07% | New | 816 | $212K |
| Richardson Capital Management LLC | 0.17% | Add +40.2% | 816 | $212K |
| Pin Oak Investment Advisors Inc. | 0.20% | No change | 817 | $212K |
| Summit X, LLC | 0.05% | New | 815 | $212K |
| GW Henssler & Associates Ltd. | 0.01% | Reduce -39.3% | 814 | $211K |
| Barnes Pettey Financial Advisors, LLC | 0.18% | New | 812 | $211K |
| Occidental Asset Management, LLC | 0.04% | New | 802 | $208K |
| Ade, LLC | 0.14% | New | 801 | $208K |
| Guerra Pan Advisors, LLC | 0.19% | New | 800 | $208K |
| Selway Asset Management | 0.08% | Reduce -11.1% | 800 | $208K |
| Northcape Wealth Management, LLC | 0.08% | New | 800 | $208K |
| UNIVEST FINANCIAL Corp | 0.06% | Reduce -14.2% | 800 | $208K |
| Archford Capital Strategies, LLC | 0.03% | New | 799 | $208K |
| Cranbrook Wealth Management, LLC | 0.05% | Add +1.4% | 798 | $207K |
| Joseph P. Lucia & Associates, LLC | 0.11% | New | 797 | $207K |
| Forum Private Client Group LLC | 0.10% | Reduce -40.9% | 797 | $207K |
| Abbot Financial Management, Inc. | 0.11% | New | 794 | $206K |
| STAR Financial Bank | 0.18% | Reduce -14.5% | 792 | $206K |
| Horst & Graben Wealth Management LLC | 0.04% | Reduce -20.4% | 790 | $205K |
| Dumont & Blake Investment Advisors LLC | 0.06% | New | 786 | $204K |
| Roth Financial Partners LLC | 0.09% | New | 785 | $204K |
| Lafayette Investments, Inc. | 0.05% | New | 785 | $204K |
| First Trust Direct Indexing L.P. | 0.02% | New | 784 | $204K |
| Abich Financial Wealth Management LLC | 0.16% | Reduce -10.6% | 782 | $203K |
| Invictus Private Wealth, LLC | 0.02% | New | 781 | $203K |
| MRA Advisory Group | 0.12% | New | 781 | $203K |
| Holderness Investments Co. | 0.05% | New | 781 | $203K |
| Interchange Capital Partners, LLC | 0.14% | New | 780 | $203K |
| Ballentine Capital Advisors, Inc | 0.11% | New | 779 | $202K |
| Monarch Capital Management Inc. | 0.06% | New | 777 | $202K |
| Sollinda Capital Management LLC | 0.06% | Reduce -59.5% | 776 | $202K |
| Stone House Investment Management, LLC | 0.05% | New | 775 | $202K |
| StrongBox Wealth, LLC | 0.11% | New | 775 | $201K |
| Colonial Trust Co / SC | 0.04% | No change | 775 | $201K |
| Community Trust & Investment Co. | 0.01% | New | 774 | $201K |
| Grunden Financial Advisory, Inc. | 0.11% | New | 773 | $201K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -10.2% | 773 | $201K |
| Riverpoint Wealth Management Holdings, LLC | 0.06% | New | 771 | $200K |
| Missouri Trust & Investment Co | 0.08% | No change | 758 | $197K |
| First Personal Financial Services | 0.04% | Reduce -26.8% | 732 | $190K |
| Core Wealth Advisors, Inc. | 0.06% | Reduce -1.8% | 704 | $183K |
| PFC Capital Group, Inc. | 0.10% | Reduce -6.7% | 700 | $181K |
| 4Thought Financial Group Inc. | 0.12% | Reduce -6.5% | 677 | $176K |
| Cornerstone Planning Group LLC | 0.05% | Reduce -51.0% | 674 | $171K |
| Bull Oak Capital, LLC | 0.11% | No change | 655 | $170K |
| Rise Advisors, LLC | 0.09% | Add +0.5% | 646 | $168K |
| Global Wealth Strategies & Associates | 0.06% | Add +157.4% | 641 | $167K |
| First Financial Corp. | 0.08% | Add +4.9% | 625 | $162K |
| Evolution Advisers, Inc. | 0.09% | Add +5413.2% | 32,473 | $159K |
| Financial Gravity Asset Management, Inc. | 0.04% | Reduce -5.9% | 665 | $158K |
| Legacy Bridge, LLC | 0.09% | No change | 600 | $156K |
| Evergreen Private Wealth LLC | 0.08% | Reduce -20.2% | 594 | $154K |
| Legacies Wealth LLC | 0.14% | No change | 590 | $153K |
| Bray Capital Advisors | 0.04% | Add +0.2% | 585 | $152K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.28% | No change | 562 | $146K |
| Hartford Financial Management Inc. | 0.03% | No change | 555 | $144K |
| Lowe Wealth Advisors, LLC | 0.07% | Reduce -1.4% | 542 | $141K |
| Global Financial Private Client, LLC | 0.06% | Reduce -15.7% | 539 | $140K |
| Turtle Creek Wealth Advisors, LLC | 0.03% | Add +2.1% | 533 | $139K |
| Aspire Wealth Management Corp | 0.08% | Add +0.4% | 528 | $137K |
| Tower View Wealth Management LLC | 0.08% | Add +3.8% | 521 | $135K |
| Wolff Wiese Magana LLC | 0.12% | Reduce -3.7% | 519 | $135K |
| Voisard Asset Management Group, Inc. | 0.08% | No change | 517 | $134K |
| Luken Investment Analytics, LLC | 0.07% | No change | 507 | $132K |
| Moser Wealth Advisors, LLC | 0.07% | Reduce -35.0% | 506 | $132K |
| Eagle Bay Advisors LLC | 0.08% | Reduce -70.2% | 500 | $130K |
| Wellington Shields Capital Management, LLC | 0.02% | Reduce -50.0% | 500 | $130K |
| Stuart Chaussee & Associates, Inc. | 0.04% | Add +60.3% | 481 | $125K |
| Kiely Wealth Advisory Group, Inc. | 0.07% | No change | 494 | $125K |
| Creekmur Asset Management LLC | 0.04% | Reduce -3.0% | 477 | $124K |
| Fernwood Investment Management, LLC | 0.04% | New | 470 | $122K |
| Iron Horse Wealth Management, LLC | 0.05% | New | 465 | $121K |
| Tradewinds Capital Management, LLC | 0.03% | Reduce -0.2% | 448 | $116K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 446 | $116K |
| DHJJ Financial Advisors, Ltd. | 0.05% | Reduce -9.2% | 444 | $115K |
| Stephens Consulting, LLC | 0.04% | Reduce -0.5% | 439 | $114K |
| Castleview Partners, LLC | 0.06% | Add +2.7% | 417 | $108K |
| NFSG Corp | 0.05% | Reduce -5.9% | 398 | $104K |
| Silicon Valley Capital Partners | 0.02% | Reduce -9.8% | 398 | $104K |
| Fortis Group Advisors, LLC | 0.02% | Reduce -50.0% | 389 | $101K |
| Nemes Rush Group LLC | 0.01% | Add +118.2% | 384 | $100K |
| Balefire, LLC | 0.03% | Add +37200.0% | 373 | $97K |
| Marquette Asset Management, LLC | 0.02% | No change | 371 | $96K |
| CGC Financial Services, LLC | 0.05% | Add +0.3% | 361 | $94K |
| Founders Financial Alliance, LLC | 0.03% | Add +2.6% | 352 | $91K |
| Compass Wealth Management LLC | 0.02% | No change | 350 | $91K |
| Bay Harbor Wealth Management, LLC | 0.03% | Add +33.7% | 349 | $91K |
| Motco | 0.01% | No change | 344 | $89K |
| Kelly Financial Services LLC | 0.03% | Add +0.6% | 342 | $89K |
| Riggs Asset Managment Co. Inc. | 0.03% | Reduce -28.1% | 341 | $89K |
| Canton Hathaway, LLC | 0.02% | No change | 340 | $88K |
| Ulland Investment Advisors, LLC | 0.07% | No change | 335 | $87K |
| JTC Employer Solutions Trustee Ltd | 0.01% | New | 320 | $83K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.04% | No change | 319 | $83K |
| American Capital Advisory, LLC | 0.07% | Reduce -5.0% | 402 | $82K |
| Spotlight Asset Group, Inc. | 0.06% | No change | 314 | $82K |
| JDM Financial Group LLC | 0.06% | No change | 307 | $80K |
| Resources Management Corp. /CT/ | 0.01% | No change | 300 | $78K |
| Ballast Advisors LLC | 0.03% | Add +927.6% | 298 | $77K |
| TFC Financial Management, Inc. | 0.01% | Add +0.3% | 294 | $76K |
| Prestige Wealth Management Group LLC | 0.02% | No change | 293 | $76K |
| Old Second National Bank of Aurora | 0.02% | No change | 285 | $74K |
| Activest Wealth Management | 0.04% | Reduce -28.4% | 282 | $73K |
| GW&K Investment Management, LLC | 0.00% | Reduce -64.1% | 280 | $73K |
| Running Point Capital Advisors, LLC | 0.03% | Reduce -18.4% | 270 | $70K |
| Punch & Associates Investment Management, Inc. | 0.00% | Reduce -63.3% | 256 | $66K |
| Vima LLC | 0.07% | Add +3.7% | 309 | $63K |
| LifeSteps Financial, Inc. | 0.05% | New | 237 | $62K |
| Atticus Wealth Management, LLC | 0.02% | Add +1.8% | 228 | $59K |
| Gen-Wealth Partners Inc | 0.03% | — | 220 | $57K |
| Integrity Financial Corp | 0.04% | Add +6.5% | 214 | $56K |
| Dagco, Inc. | 0.02% | New | 200 | $52K |
| Impact Partnership Wealth, LLC | 0.02% | Reduce -73.6% | 200 | $52K |
| Russell Investments Group, Ltd. | 0.00% | Add +17.7% | 193 | $50K |
| PEAK6 Investments LLC | 0.00% | Reduce -99.0% | 192 | $50K |
| Quantum Capital Management, LLC / NJ | 0.01% | Reduce -3.6% | 188 | $49K |
| Arcadia Investment Management Corp. | 0.01% | Add +1056.3% | 185 | $48K |
| Pineridge Advisors LLC | 0.02% | No change | 183 | $48K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 183 | $48K |
| PSI Advisors, LLC | 0.02% | Reduce -39.6% | 180 | $47K |
| Pension & Wealth Management Advisors, Inc. | 0.03% | Add +0.6% | 179 | $47K |
| FSC Wealth Advisors, LLC | 0.03% | No change | 179 | $47K |
| Bell Investment Advisors, Inc | 0.01% | Add +11.0% | 162 | $42K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 161 | $42K |
| New England Capital Financial Advisors LLC | 0.02% | Add +58.4% | 160 | $42K |
| Raleigh Capital Management Inc. | 0.02% | Add +0.7% | 153 | $40K |
| Wagner Wealth Management, LLC | 0.01% | Reduce -60.0% | 152 | $39K |
| Front Row Advisors LLC | 0.01% | New | 150 | $39K |
| Clean Yield Group | 0.01% | Add +12400.0% | 125 | $32K |
| Birchbrook, Inc. | 0.02% | No change | 121 | $31K |
| TCTC Holdings, LLC | 0.00% | No change | 119 | $31K |
| Hexagon Capital Partners LLC | 0.01% | No change | 118 | $31K |
| Thompson Investment Management, Inc. | 0.00% | No change | 117 | $30K |
| MeadowBrook Investment Advisors LLC | 0.03% | No change | 115 | $30K |
| Wells Financial Advisors INC | 0.02% | No change | 112 | $29K |
| City State Bank | 0.01% | No change | 113 | $29K |
| Friedenthal Financial | 0.02% | No change | 110 | $29K |
| Valley Wealth Managers, Inc. | 0.00% | Reduce -24.1% | 110 | $29K |
| Mascoma Wealth Management LLC | 0.01% | Add +178.9% | 106 | $28K |
| Jamison Private Wealth Management, Inc. | 0.00% | Add +186.5% | 106 | $27K |
| Kozak & Associates, Inc. | 0.01% | No change | 98 | $26K |
| MTM Investment Management, LLC | 0.01% | No change | 94 | $24K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 87 | $23K |
| Cordgrass Capital Advisors, LLC | 0.01% | No change | 81 | $21K |
| WR Wealth Planners, LLC | 0.01% | New | 80 | $21K |
| Bangor Savings Bank | 0.00% | Add +132.3% | 79 | $21K |
| Hoey Investments, Inc. | 0.00% | Reduce -44.4% | 75 | $20K |
| Ramirez Asset Management, Inc. | 0.00% | No change | 75 | $19K |
| Broadwater Capital Management LLC | 0.01% | No change | 72 | $19K |
| Your Advocates Ltd., LLP | 0.01% | Reduce -29.7% | 71 | $18K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 65 | $17K |
| Mb, Levis & Associates, LLC | 0.01% | Add +1.6% | 64 | $17K |
| Hillsdale Investment Management Inc. | 0.00% | New | 57 | $15K |
| PayPay Securities Corp | 0.66% | Add +18.6% | 51 | $13K |
| Angeles Investment Advisors, LLC | 0.00% | No change | 50 | $13K |
| Princeton Global Asset Management LLC | 0.00% | Reduce -80.5% | 43 | $11K |
| WFA Asset Management Corp | 0.01% | New | 42 | $11K |
| PFS Partners, LLC | 0.01% | No change | 42 | $11K |
| Arvest Investments, Inc. | 0.00% | Reduce -79.3% | 41 | $11K |
| Central Bank & Trust Co. | 0.00% | Reduce -6.8% | 41 | $11K |
| WestEnd Advisors, LLC | 0.00% | No change | 39 | $10K |
| Chelsea Counsel Co. | 0.01% | New | 36 | $9K |
| Semmax Financial Advisors Inc. | 0.00% | No change | 36 | $9K |
| Centerpoint Advisors, LLC | 0.00% | No change | 35 | $9K |
| Wiser Advisor Group LLC | 0.01% | No change | 33 | $9K |
| Guardian Wealth Management, Inc. | 0.01% | No change | 32 | $8K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 32 | $8K |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 25 | $6K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 23 | $6K |
| Byrne Asset Management LLC | 0.00% | Add +37.5% | 22 | $6K |
| Clear Point Advisors Inc. | 0.00% | No change | 22 | $6K |
| Investment Research & Advisory Group, Inc. | 0.00% | No change | 14 | $4K |
| CarsonAllaria Wealth Management, Ltd. | 0.00% | New | 13 | $3K |
| Western Pacific Wealth Management, LP | 0.00% | No change | 11 | $3K |
| Truvestments Capital LLC | 0.00% | New | 10 | $3K |
| Perritt Capital Management Inc | 0.00% | No change | 8 | $2K |
| Valued Wealth Advisors LLC | 0.00% | No change | 5 | $1K |
| Viewpoint Capital Management LLC | 0.00% | No change | 3 | $780 |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.00% | No change | 1 | $260 |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 1 | $185 |
"% of holder's portfolio" is VTI's weight in each manager's 13F, not the share of VG Morningstar TS MKT ETF-US the manager owns.