VG Morningstar TS MKT ETF-USVTIETF
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 2,780 institutions reported holding VG Morningstar TS MKT ETF-US (VTI) in their 13F filings, up 45 from Q1 2024. 117 opened new positions and 86 sold out. The largest holders were Vanguard Group Inc. ($12.3B), Rakuten Investment Management, Inc. ($11.2B) and Betterment LLC ($7.6B). 5 famous investors held it, including Cliff Asness (0.2% of AQR Capital Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- VG Morningstar TS MKT ETF-US
- Filed as
- VANGUARD INDEX FDS (Q2 2024)
- CUSIP
- 922908769
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 117 | $1.4B |
| Exits | 86 | $722.0M |
All 13F filers, Q1 2024 → Q2 2024: 33,133,435 shares bought and 18,407,368 shares sold, net +14,726,067 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,780 holders
| Vanguard Group Inc. | 0.24% | Add +7.4% | 46,116,160 | $12.3B |
| Rakuten Investment Management, Inc. | 73.61% | Add +3.8% | 41,641,827 | $11.2B |
| Betterment LLC | 19.61% | Reduce -2.1% | 28,295,418 | $7.6B |
| Wealthfront Advisers LLC | 13.46% | Reduce -1.7% | 14,956,014 | $4.0B |
| US Bancorp \de | 4.90% | Reduce -26.3% | 13,441,792 | $3.6B |
| Bank of America Corp. | 0.34% | Add +3.2% | 13,405,120 | $3.6B |
| LPL Financial LLC | 1.70% | Add +1.9% | 12,752,241 | $3.4B |
| Morgan Stanley | 0.26% | Add +2.3% | 12,370,576 | $3.3B |
| WealthNavi Inc. | 37.31% | Add +4.2% | 10,994,434 | $2.9B |
| Northern Trust Corp. | 0.44% | Add +4.3% | 9,845,595 | $2.6B |
| Allworth Financial LP | 14.46% | Add +0.2% | 8,274,996 | $2.2B |
| HB Wealth Management, LLC | 23.15% | Add +3.4% | 7,718,449 | $2.0B |
| Creative Planning | 2.02% | Reduce -4.7% | 7,061,837 | $1.9B |
| Envestnet Asset Management Inc. | 0.61% | Reduce -0.8% | 6,492,167 | $1.7B |
| Ballentine Partners, LLC | 29.44% | Reduce -0.5% | 5,949,628 | $1.6B |
| Wells Fargo & Company | 0.41% | Reduce -2.7% | 5,941,382 | $1.6B |
| JPMorgan Chase & Co. | 0.11% | Add +4.1% | 4,550,233 | $1.2B |
| UBS Group AG | 0.35% | Add +1.4% | 4,222,582 | $1.1B |
| Nissay Asset Management Corp. /Japan | 6.98% | No change | 3,944,205 | $1.1B |
| Forvis Mazars Wealth Advisors, LLC | 25.60% | Add +2.0% | 3,834,604 | $1.0B |
| State of New Jersey Common Pension Fund D | 3.90% | New | 3,337,800 | $892.9M |
| Morningstar Investment Services LLC | 9.64% | Reduce -2.8% | 3,292,842 | $887.0M |
| Sequoia Financial Advisors, LLC | 9.46% | Add +4.1% | 2,931,255 | $784.1M |
| National Mutual Insurance Federation of Agricultural Cooperatives | 7.78% | Reduce -18.6% | 2,914,800 | $779.7M |
| Bank of New York Mellon Corp | 0.14% | Reduce -2.3% | 2,677,090 | $716.1M |
| Royal Bank of Canada | 0.16% | Add +1.0% | 2,511,540 | $671.9M |
| Commonwealth Equity Services, LLC | 1.04% | Add +2.9% | 2,465,207 | $659.5M |
| PNC Financial Services Group, Inc. | 0.43% | Reduce -18.9% | 2,414,150 | $645.8M |
| State of Tennessee, Department of Treasury | 2.35% | Add +0.3% | 2,391,882 | $639.9M |
| Cetera Investment Advisers | 1.46% | Reduce -1.8% | 2,365,923 | $632.9M |
| Ameriprise Financial Inc. | 0.17% | Reduce -0.8% | 2,351,450 | $629.3M |
| Raymond James Financial Services Advisors, Inc. | 0.89% | Add +13.5% | 2,332,198 | $623.9M |
| SCS Capital Management LLC | 11.99% | Add +0.3% | 2,140,462 | $572.6M |
| Facet Wealth, Inc. | 15.70% | Reduce -0.3% | 1,903,234 | $511.2M |
| Balyasny Asset Management L.P. | 1.30% | Add +122.0% | 1,850,186 | $494.9M |
| HighTower Advisors, LLC | 0.76% | Add +12.4% | 1,834,369 | $490.7M |
| Empower Advisory Group, LLC | 1.66% | Add +0.2% | 1,670,153 | $446.8M |
| Goldman Sachs Group Inc. | 0.09% | Reduce -51.9% | 1,666,606 | $445.8M |
| Cambridge Investment Research Advisors, Inc. | 1.62% | Add +0.1% | 1,638,923 | $438.4M |
| Osaic Holdings, Inc. | 1.02% | Reduce -14.3% | 1,613,931 | $431.9M |
| Mariner, LLC | 0.81% | Add +4.5% | 1,570,469 | $420.2M |
| Summit Financial, LLC | 18.78% | Reduce -3.5% | 1,530,667 | $410.9M |
| Ellevest, Inc. | 24.41% | Add +1.1% | 1,521,180 | $406.9M |
| Patriot Investment Management Group, Inc. | 30.34% | Reduce -1.2% | 1,449,957 | $387.9M |
| Cerity Partners LLC | 1.05% | Add +35.4% | 1,442,859 | $386.0M |
| Wealthcare Capital Management LLC | 40.85% | Reduce -4.7% | 1,439,127 | $385.0M |
| Bank of Hawaii | 16.70% | Add +3.6% | 1,359,425 | $363.7M |
| Prime Capital Investment Advisors, LLC | 5.18% | Reduce -3.0% | 1,307,938 | $349.9M |
| Truepoint, Inc. | 9.79% | Reduce -4.4% | 1,282,591 | $343.1M |
| Lincoln National Corp. | 11.58% | Reduce -7.1% | 1,280,949 | $342.7M |
| Foster Group, Inc. | 13.39% | Add +0.6% | 1,273,142 | $340.6M |
| Sageworth Trust Co | 21.41% | Reduce -1.6% | 1,268,995 | $339.5M |
| Private Advisor Group, LLC | 2.17% | Reduce -1.7% | 1,210,974 | $323.7M |
| Vista Capital Partners, Inc. | 38.50% | Reduce -1.2% | 1,160,690 | $310.5M |
| Brown Advisory Inc. | 0.40% | Add +5.6% | 1,146,988 | $306.8M |
| Focus Partners Wealth | 1.01% | Add +119.0% | 1,120,766 | $299.8M |
| Corient Private Wealth LP | 0.51% | Add +9.5% | 1,089,987 | $291.6M |
| Wealthspire Advisors, LLC | 3.67% | Add +7.0% | 1,071,492 | $286.6M |
| Novo Holdings A/S | 14.98% | New | 1,038,550 | $277.8M |
| Axiom Advisory, LLC | 3.01% | Add +6247.8% | 1,065,474 | $275.8M |
| Envestnet Portfolio Solutions, Inc. | 0.95% | Reduce -2.1% | 1,020,097 | $272.9M |
| Savant Capital, LLC | 2.53% | Reduce -24.1% | 946,316 | $253.1M |
| Gibson Capital, LLC | 54.54% | Reduce -4.1% | 923,232 | $247.0M |
| FMR LLC | 0.02% | Add +10.2% | 915,167 | $244.8M |
| First Business Financial Services, Inc. | 25.67% | Add +0.0% | 905,198 | $242.1M |
| Capstone Financial Advisors, Inc. | 15.57% | Add +1.0% | 881,533 | $235.8M |
| Cresset Asset Management, LLC | 0.99% | Add +7.8% | 872,342 | $234.1M |
| Northwestern Mutual Wealth Management Co. | 0.23% | Add +1.4% | 868,200 | $232.2M |
| Bank of Montreal | 0.07% | Reduce -0.2% | 863,202 | $232.1M |
| Stephens Inc. | 3.47% | Add +0.8% | 850,173 | $227.4M |
| Citigroup Inc. | 0.22% | Add +0.8% | 847,269 | $226.7M |
| Investure, LLC | 27.46% | Reduce -3.8% | 842,037 | $225.3M |
| Raymond James & Associates | 0.15% | Reduce -0.8% | 841,681 | $225.2M |
| Wealth Enhancement Advisory Services, LLC | 0.53% | Add +18.9% | 830,044 | $222.0M |
| Kestra Advisory Services, LLC | 1.23% | Add +16.1% | 898,933 | $220.4M |
| Tiaa Trust, National Association | 0.68% | Reduce -2.8% | 820,625 | $219.5M |
| Caprock Group, LLC | 8.88% | Add +2.3% | 813,751 | $218.5M |
| Ritholtz Wealth Management | 7.14% | Reduce -0.8% | 809,130 | $216.5M |
| Buckingham Strategic Wealth, LLC | 2.11% | Add +0.6% | 762,645 | $204.0M |
| Verus Financial Partners, Inc. | 23.29% | Reduce -1.6% | 748,812 | $200.3M |
| Moss Adams Wealth Advisors LLC | 27.52% | Add +5.3% | 736,768 | $197.6M |
| Charles Schwab Investment Management Inc. | 0.04% | Reduce -5.3% | 728,883 | $195.0M |
| Cabot-Wellington, LLC | 75.71% | Reduce -2.7% | 722,772 | $193.3M |
| Truist Financial Corp. | 0.29% | Reduce -11.1% | 717,693 | $192.0M |
| Zions Bancorporation, N.A. | 15.29% | Reduce -8.6% | 713,583 | $190.9M |
| Elm Partners Management LLC | 14.62% | Add +5.3% | 711,582 | $190.4M |
| Hardy Reed LLC | 18.98% | Add +0.8% | 706,349 | $189.0M |
| Oxford Financial Group, LTD. LLC | 12.32% | Add +5.2% | 698,252 | $186.8M |
| Stifel Financial Corp. | 0.20% | Add +24.1% | 673,886 | $180.3M |
| Tanglewood Wealth Management, Inc. | 22.27% | Reduce -2.4% | 669,678 | $179.1M |
| Rebalance, LLC | 13.93% | Reduce -4.4% | 646,953 | $173.1M |
| Boston Standard Wealth Management, LLC | 37.80% | Add +0.8% | 642,752 | $171.9M |
| Symetra Investment Management Co | 57.86% | Reduce -10.0% | 640,143 | $171.2M |
| Baird Financial Group, Inc. | 0.35% | Add +0.7% | 635,021 | $169.9M |
| Agf Management Ltd. | 0.94% | Add +0.8% | 631,759 | $169.0M |
| Tidal Investments LLC | 2.32% | Add +24.3% | 627,394 | $167.8M |
| Pathstone Holdings, LLC | 0.75% | Reduce -3.0% | 621,300 | $166.2M |
| Captrust Financial Advisors | 0.52% | Add +2.9% | 609,335 | $163.0M |
| Two Sigma Advisers, LP | 0.36% | Add +97.8% | 599,813 | $160.5M |
| Allen Investment Management, LLC | 1.93% | Add +1.6% | 594,967 | $159.2M |
| Two Sigma Investments, LP | 0.37% | Add +7.8% | 567,149 | $151.7M |
| Glenmede Trust Co. NA | 0.76% | Add +0.6% | 559,880 | $149.8M |
| PrairieView Partners, LLC | 16.75% | Reduce -0.5% | 557,744 | $149.2M |
| Orion Porfolio Solutions, LLC | 1.57% | Reduce -5.3% | 557,665 | $149.2M |
| Orion Portfolio Solutions, LLC | 1.57% | Reduce -5.3% | 557,665 | $149.2M |
| Rockefeller Capital Management L.P. | 0.41% | Add +6.9% | 542,024 | $145.0M |
| AlTi Global, Inc. | 3.82% | Add +1.0% | 529,929 | $142.3M |
| TruWealth Advisors, LLC | 9.39% | Add +1.5% | 527,923 | $141.2M |
| Sendero Wealth Management, LLC | 23.40% | Reduce -1.6% | 519,905 | $139.1M |
| Chai Trust Co. LLC | 21.21% | Add +2.4% | 514,670 | $137.7M |
| D.A. Davidson & Co. | 1.20% | Add +0.7% | 506,795 | $135.6M |
| Cardinal Point Capital Management ULC | 23.07% | Add +3.9% | 494,014 | $132.6M |
| Lhm, Inc. | 55.75% | Add +34.2% | 492,079 | $132.1M |
| Agilis Partners LLC | 39.93% | Reduce -0.6% | 490,507 | $131.2M |
| University of Massachusetts Foundation, Inc. | 54.38% | Reduce -3.9% | 483,970 | $129.9M |
| Beacon Investment Advisory Services, Inc. | 5.57% | Add +0.3% | 485,342 | $129.8M |
| First National Bank & Trust Co. of Newtown | 26.38% | Reduce -1.0% | 485,289 | $129.8M |
| NorthCoast Asset Management LLC | 1.10% | Add +135.1% | 480,401 | $128.7M |
| Zhang Financial LLC | 8.99% | Reduce -1.7% | 480,771 | $128.6M |
| RW Investment Management LLC | 17.33% | Add +3.3% | 479,154 | $128.2M |
| Compass Ion Advisors, LLC | 18.11% | Add +1.4% | 487,851 | $126.8M |
| Oikos Holdings LLC | 29.76% | Add +22.8% | 469,580 | $125.6M |
| Towneley Capital Management, Inc / DE | 29.28% | Add +38.5% | 466,701 | $124.8M |
| N.E.W. Advisory Services LLC | 13.46% | Add +10.3% | 466,166 | $124.7M |
| Cardiff Park Advisors, LLC | 12.01% | Add +1.1% | 465,724 | $124.6M |
| Lindbrook Capital, LLC | 11.68% | Add +2.1% | 464,573 | $124.3M |
| Regis Management CO LLC | 37.09% | Reduce -0.6% | 459,557 | $122.9M |
| Alps Advisors Inc. | 0.84% | Reduce -0.0% | 457,827 | $122.5M |
| Plancorp, LLC | 5.27% | Add +2.6% | 454,294 | $121.5M |
| Beacon Wealthcare LLC | 52.89% | Add +1.5% | 453,523 | $121.3M |
| Rainwater Charitable Foundation | 59.57% | Add +12.5% | 448,560 | $120.0M |
| Independent Advisor Alliance | 4.03% | Reduce -1.0% | 439,653 | $117.6M |
| MML Investors Services, LLC | 0.47% | Add +2.6% | 431,678 | $115.5M |
| Vestmark Advisory Solutions, Inc. | 4.79% | Add +17.7% | 428,938 | $114.7M |
| Oakwell Private Wealth Management, LLC | 32.07% | Add +5.8% | 424,590 | $113.6M |
| Wealthcare Advisory Partners LLC | 3.55% | Add +0.1% | 424,202 | $113.5M |
| Diversified Portfolios, Inc. | 14.79% | Add +0.0% | 419,761 | $112.3M |
| Legacy Private Trust Co. | 7.96% | Reduce -0.6% | 418,702 | $112.0M |
| Taiyo Life Insurance Co. | 8.79% | No change | 410,800 | $109.9M |
| Avalon Advisory Group | 50.95% | Reduce -3.8% | 399,889 | $107.0M |
| WMS Partners, LLC | 6.86% | Reduce -1.1% | 399,800 | $107.0M |
| Efficient Advisors, LLC | 6.88% | Add +0.1% | 396,238 | $106.0M |
| Joel Isaacson & Co., LLC | 5.53% | Add +4.8% | 393,542 | $105.3M |
| Roble, Belko & Company, Inc | 17.31% | Reduce -1.1% | 386,441 | $103.4M |
| AQR Capital Management | 0.16% | Add +8.6% | 382,874 | $102.4M |
| Cliffwater LLC | 21.83% | Reduce -3.0% | 381,306 | $102.0M |
| Revolve Wealth Partners, LLC | 16.51% | Add +2.8% | 374,443 | $100.2M |
| Mercer Global Advisors Inc. | 0.27% | Add +12.8% | 369,664 | $98.9M |
| Astoria Strategic Wealth, Inc. | 30.51% | Add +1.0% | 368,693 | $98.6M |
| MAI Capital Management | 0.97% | Add +0.5% | 367,821 | $98.4M |
| Landaas & Co. /Wi | 29.84% | Add +0.6% | 366,048 | $97.9M |
| Tanager Wealth Management LLP | 14.45% | Add +1.1% | 361,597 | $97.1M |
| Financial Engines Advisors L.L.C. | 0.21% | Add +0.6% | 355,726 | $95.5M |
| Moneta Group Investment Advisors LLC | 1.52% | Reduce -0.5% | 356,380 | $95.3M |
| CENTRAL TRUST Co | 2.33% | Add +0.5% | 355,502 | $95.1M |
| Regions Financial Corp. | 0.72% | Reduce -3.1% | 354,878 | $94.9M |
| Fifth Third Bancorp | 0.35% | Add +2.1% | 342,499 | $91.6M |
| Mission Wealth Management, LP | 2.48% | Reduce -10.6% | 342,389 | $91.6M |
| NewSquare Capital LLC | 7.85% | Add +4.3% | 349,423 | $91.2M |
| Global Endowment Management, LP | 9.61% | No change | 339,574 | $90.8M |
| Parkwood LLC | 11.28% | No change | 338,846 | $90.6M |
| Employees Retirement System of Texas | 1.00% | No change | 338,800 | $90.6M |
| Lido Advisors, LLC | 0.75% | Reduce -3.7% | 337,311 | $90.6M |
| Sage Mountain Advisors LLC | 8.24% | Add +16.7% | 333,119 | $89.1M |
| Laird Norton Wetherby Wealth Management, LLC | 4.20% | Reduce -2.4% | 332,413 | $88.9M |
| Symmetry Partners, LLC | 4.55% | Add +166.0% | 330,846 | $88.5M |
| Focus Partners Advisor Solutions, LLC | 2.29% | Reduce -4.0% | 326,768 | $87.4M |
| Kinsale Capital Group, Inc. | 30.26% | No change | 326,312 | $87.3M |
| Beacon Pointe Advisors, LLC | 1.03% | Add +0.1% | 324,618 | $86.8M |
| HRT Financial LP | 0.49% | Reduce -2.7% | 324,476 | $86.8M |
| GP Brinson Investments LLC | 37.09% | Reduce -7.4% | 322,196 | $86.2M |
| Apella Capital, LLC | 3.79% | Add +1.6% | 310,833 | $84.7M |
| Penserra Capital Management LLC | 1.07% | Add +1.2% | 315,708 | $84.5M |
| AEGON USA Investment Management, LLC | 85.82% | Reduce -2.6% | 313,306 | $84.4M |
| Yarbrough Capital, LLC | 3.45% | No change | 310,912 | $83.2M |
| Seaside Wealth Management, Inc. | 34.47% | Add +2.1% | 310,836 | $83.2M |
| SAM Advisors, LLC | 30.42% | Reduce -1.3% | 310,215 | $83.0M |
| Stuart Investment Advisors, Inc. | 51.77% | Add +1.8% | 309,411 | $82.8M |
| Cambridge Associates LLC /Ma/ | 3.74% | Add +1.6% | 305,029 | $81.6M |
| D'Orazio & Associates, Inc. | 12.39% | Add +3.7% | 301,352 | $80.6M |
| AMG National Trust Bank | 2.18% | Add +9.3% | 300,473 | $80.4M |
| Segment Wealth Management, LLC | 5.87% | Add +1.4% | 297,367 | $79.5M |
| Merit Financial Group, LLC | 1.73% | Add +0.3% | 292,253 | $78.2M |
| Garde Capital, Inc. | 5.38% | Reduce -0.0% | 289,659 | $77.5M |
| Waverly Advisors, LLC | 1.51% | Add +0.5% | 288,673 | $77.2M |
| Brighton Jones LLC | 2.54% | Reduce -0.0% | 287,614 | $76.9M |
| Circle Wealth Management, LLC | 1.76% | Reduce -1.1% | 283,833 | $75.9M |
| GeoWealth Management, LLC | 3.30% | Reduce -0.3% | 283,662 | $75.9M |
| Lake Street Advisors Group, LLC | 3.65% | Add +2.1% | 281,984 | $75.7M |
| Levy Wealth Management Group, LLC | 19.36% | Add +3.0% | 282,681 | $75.6M |
| Becker Capital Management Inc. | 2.54% | Add +1.7% | 275,936 | $74.1M |
| HUB Investment Partners, LLC | 3.57% | Add +7.3% | 276,744 | $74.0M |
| Sunesis Advisors, LLC | 43.90% | Reduce -1.8% | 276,156 | $73.9M |
| GM Advisory Group, LLC | 4.63% | Add +10.2% | 267,930 | $71.7M |
| Equitable Holdings, Inc. | 0.75% | Add +6.2% | 266,419 | $71.3M |
| Ieq Capital, LLC | 0.95% | Add +4.4% | 264,637 | $70.8M |
| Omnia Family Wealth, LLC | 29.85% | Add +0.8% | 262,693 | $70.5M |
| Comerica Bank | 0.29% | Reduce -0.5% | 263,510 | $70.5M |
| Heck Capital Advisors, LLC | 8.65% | Add +111.0% | 260,104 | $69.6M |
| GSG Advisors LLC | 24.45% | Reduce -0.7% | 258,224 | $69.2M |
| Composition Wealth, LLC | 1.68% | Add +1.0% | 258,076 | $69.0M |
| Nadler Financial Group, Inc. | 8.02% | Add +2.2% | 255,029 | $68.2M |
| Wedmont Private Capital | 4.29% | Add +5.9% | 247,408 | $68.2M |
| NewEdge Advisors, LLC | 0.50% | Add +2.8% | 254,914 | $68.2M |
| TD Capital Management LLC | 7.08% | Add +2.2% | 253,134 | $67.7M |
| Sowell Financial Services LLC | 3.19% | Add +1.9% | 249,132 | $66.9M |
| Baker Ellis Asset Management LLC | 10.05% | Add +0.5% | 249,345 | $66.7M |
| Beacon Capital Management, LLC | 12.04% | Add +4.9% | 244,422 | $65.4M |
| Macquarie Group Ltd. | 0.07% | Add +0.4% | 243,302 | $65.1M |
| Independent Order of Foresters | 40.14% | Add +0.4% | 243,302 | $65.1M |
| Flputnam Investment Management Co. | 1.21% | Add +424.9% | 241,553 | $64.6M |
| Gleason Group, Inc. | 13.09% | Add +2.3% | 241,087 | $64.5M |
| Country Club Bank | 4.39% | Add +5.7% | 234,609 | $63.2M |
| Bessemer Group Inc. | 0.11% | Reduce -0.9% | 234,538 | $62.7M |
| Morningstar Investment Management LLC | 6.54% | Add +2.6% | 234,017 | $62.6M |
| Litman Gregory Wealth Management LLC | 5.43% | Reduce -1.0% | 228,649 | $61.2M |
| Stash Investments, LLC | 40.24% | Add +5.0% | 228,123 | $61.0M |
| Jones Financial Companies LLLP | 0.07% | Add +16.7% | 227,770 | $60.9M |
| Cherrydale Wealth Management, LLC | 26.68% | Add +6.8% | 227,435 | $60.8M |
| MorganRosel Wealth Management, LLC | 21.48% | Add +0.6% | 227,390 | $60.8M |
| Bailard, Inc. | 1.67% | Reduce -4.0% | 227,125 | $60.8M |
| Jaffetilchin Investment Partners, LLC | 5.17% | Add +9.7% | 226,121 | $60.5M |
| Luminvest Wealth Management LLC | 28.27% | Add +32.6% | 223,919 | $60.2M |
| Avantax Advisory Services, Inc. | 0.43% | Reduce -12.6% | 224,822 | $60.1M |
| KCM Investment Advisors LLC | 2.15% | Add +0.1% | 222,377 | $59.5M |
| Hassell Wealth Management, LLC | 26.64% | Add +4.7% | 221,411 | $59.5M |
| ETF Portfolio Partners, Inc. | 18.60% | Add +2.9% | 222,127 | $59.4M |
| Haverford Trust Co | 0.62% | Add +3.6% | 221,897 | $59.4M |
| St. Louis Trust Co | 9.06% | Reduce -0.8% | 221,473 | $59.2M |
| First Bank & Trust | 11.97% | Reduce -0.5% | 219,682 | $58.8M |
| Twin Focus Capital Partners, LLC | 9.30% | Add +1.1% | 217,609 | $58.2M |
| Blair William & Co. | 0.18% | Add +5.7% | 217,271 | $58.1M |
| Hanover Advisors Inc. | 25.68% | Reduce -0.7% | 216,062 | $57.8M |
| Wade Financial Advisory, Inc | 20.72% | Reduce -0.2% | 215,243 | $57.6M |
| Pinnacle Associates Ltd. | 0.90% | Reduce -2.5% | 214,697 | $57.4M |
| Wilmington Savings Fund Society, FSB | 2.20% | Reduce -1.6% | 213,979 | $57.2M |
| Abacus Planning Group, Inc. | 11.08% | Reduce -2.2% | 213,430 | $57.1M |
| Sanctuary Advisors, LLC | 0.41% | — | 225,586 | $56.8M |
| BIP Wealth, LLC | 4.62% | Reduce -9.6% | 210,991 | $56.4M |
| Cedar Wealth Management, LLC | 18.31% | Reduce -0.0% | 210,850 | $56.4M |
| Clarius Group, LLC | 3.97% | Reduce -0.0% | 209,535 | $56.1M |
| EPIQ Capital Group, LLC | 19.67% | Add +3.3% | 208,173 | $55.9M |
| Park Avenue Securities LLC | 0.68% | Add +0.9% | 206,746 | $55.3M |
| Nicholas Hoffman & Company, LLC. | 2.58% | Add +0.6% | 205,492 | $55.0M |
| Evensky & Katz LLC | 3.81% | Reduce -2.3% | 204,671 | $54.8M |
| OLIO Financial Planning | 23.00% | Reduce -0.3% | 228,999 | $54.5M |
| CIBC Private Wealth Group LLC | 0.10% | Reduce -4.6% | 198,619 | $54.1M |
| Wellspring Financial Advisors, LLC | 6.07% | Add +0.1% | 6,185,566 | $54.1M |
| Prentice Wealth Management LLC | 17.57% | Add +1.1% | 201,298 | $53.8M |
| Atria Wealth Solutions, Inc. | 0.58% | Reduce -3.4% | 195,582 | $52.4M |
| Briaud Financial Planning Inc | 30.23% | Add +16.1% | 195,781 | $52.4M |
| Johnson Financial Group, LLC | 6.82% | Reduce -2.9% | 194,831 | $52.1M |
| Unconventional Investor, LLC | 36.72% | Reduce -1.9% | 194,814 | $52.1M |
| University of Maryland Foundation, Inc. | 55.37% | No change | 194,208 | $52.0M |
| Operose Advisors LLC | 18.32% | Add +11.2% | 193,441 | $51.7M |
| Main Street Financial Solutions, LLC | 4.86% | Add +1.7% | 192,820 | $51.6M |
| Choreo, LLC | 0.86% | Add +24.1% | 191,310 | $51.3M |
| Laird Norton Wetherby Trust Company, LLC | 7.23% | Reduce -0.1% | 190,847 | $51.2M |
| Cypress Capital, LLC | 13.88% | Reduce -2.6% | 190,137 | $50.9M |
| Mizuho Bank, Ltd. | 12.06% | Reduce -50.0% | 190,000 | $50.8M |
| OneDigital Investment Advisors LLC | 0.63% | Add +9.7% | 189,398 | $50.7M |
| Commerce Bank | 0.33% | Add +1.3% | 189,161 | $50.6M |
| Stratos Wealth Partners, LTD. | 0.82% | Reduce -0.6% | 189,104 | $50.6M |
| Alliancebernstein L.P. | 0.02% | Add +4.4% | 184,678 | $49.4M |
| Libra Wealth LLC | 21.34% | Add +3.7% | 184,304 | $49.3M |
| Smith, Moore & Co. | 5.09% | Add +1.1% | 184,286 | $49.3M |
| Northstar Group, Inc. | 9.70% | Add +2.5% | 183,840 | $49.2M |
| Burrus Financial Services, Inc. | 24.96% | Add +0.8% | 182,898 | $48.9M |
| Regent Peak Wealth Advisors LLC | 11.18% | Add +8.1% | 182,481 | $48.8M |
| REDW Wealth LLC | 12.72% | Reduce -4.4% | 181,548 | $48.6M |
| Smith & Howard Wealth Management, LLC | 14.34% | Reduce -0.4% | 179,700 | $48.1M |
| Janney Montgomery Scott LLC | 0.15% | Reduce -4.7% | 179,669 | $48.1M |
| Trilogy Capital Inc. | 2.60% | Add +6.8% | 179,311 | $48.0M |
| Magnolia Wealth Management, LLC | 36.07% | Reduce -49.6% | 178,634 | $47.8M |
| JMG Financial Group, Ltd. | 1.77% | Reduce -5.6% | 177,189 | $47.4M |
| Scissortail Wealth Management, LLC | 12.01% | Add +0.2% | 176,099 | $47.1M |
| North Star Asset Management Inc. | 2.23% | Reduce -1.6% | 175,825 | $47.0M |
| Hemington Wealth Management | 15.84% | Reduce -1.8% | 175,637 | $47.0M |
| Ashford Advisors, LLC | 11.52% | Reduce -0.1% | 175,535 | $47.0M |
| Wooster Corthell Wealth Management, Inc. | 10.53% | Reduce -1.1% | 173,999 | $46.5M |
| Winthrop Advisory Group LLC | 6.24% | Reduce -0.7% | 171,679 | $45.9M |
| Proffitt & Goodson Inc. | 8.09% | Reduce -2.2% | 171,446 | $45.9M |
| Greenline Partners, LLC | 6.86% | Add +1.6% | 168,220 | $45.1M |
| Prudent Man Advisors, LLC | 15.93% | Reduce -4.2% | 168,124 | $45.0M |
| Delphi Financial Group, Inc. | 25.78% | New | 168,090 | $45.0M |
| EP Wealth Advisors, LLC | 0.48% | Add +5.6% | 167,682 | $44.9M |
| Asset Allocation & Management Company, LLC | 29.63% | Add +0.4% | 167,587 | $44.8M |
| Linscomb Wealth, Inc. | 2.28% | Reduce -0.8% | 164,784 | $44.1M |
| Monterey Private Wealth, Inc. | 16.22% | Add +4.1% | 162,208 | $43.4M |
| IFG Advisory, LLC | 2.78% | Add +4.9% | 161,697 | $43.3M |
| WBH Advisory Inc. | 4.36% | Reduce -2.4% | 161,061 | $43.1M |
| Tennessee Valley Asset Management Partners | 8.07% | Add +4729.8% | 160,832 | $43.0M |
| Concurrent Investment Advisors, LLC | 1.42% | Add +12.4% | 160,364 | $42.9M |
| Affiance Financial, LLC | 11.01% | Add +1.9% | 157,654 | $42.2M |
| Portfolio Strategies, Inc. | 5.70% | Reduce -81.8% | 156,301 | $41.8M |
| Duff & Phelps Investment Management Co. | 0.53% | Add +1.1% | 156,210 | $41.8M |
| Red Wave Investments LLC | 15.33% | Add +1.2% | 155,371 | $41.6M |
| Altus Wealth Management, LLC | 19.89% | Reduce -0.3% | 154,718 | $41.4M |
| Cwm, LLC | 0.19% | Add +9.9% | 154,490 | $41.3M |
| Baker Avenue Asset Management, LP | 1.40% | Add +5.0% | 153,397 | $41.0M |
| Integrated Wealth Concepts LLC | 0.56% | Add +2.0% | 153,330 | $41.0M |
| Hirtle & Co., LLC | 2.04% | Reduce -2.3% | 152,143 | $40.7M |
| Parallel Advisors, LLC | 1.04% | Reduce -3.0% | 151,899 | $40.6M |
| Bordeaux Wealth Advisors LLC | 7.74% | Add +68.9% | 151,178 | $40.4M |
| Steward Partners Investment Advisory, LLC | 0.43% | Add +2.5% | 151,171 | $40.4M |
| Evanson Asset Management, LLC | 2.97% | Add +1.0% | 151,030 | $40.4M |
| Proficio Capital Partners LLC | 4.22% | Add +0.5% | 150,236 | $40.2M |
| Victory Capital Management Inc. | 0.04% | Reduce -0.2% | 148,560 | $39.7M |
| Flagship Harbor Advisors, LLC | 2.38% | Reduce -7.0% | 148,002 | $39.6M |
| Bartlett & Co. Wealth Management LLC | 0.60% | Add +1.3% | 146,972 | $39.5M |
| Carlson Capital Management | 1.86% | Add +3.5% | 147,470 | $39.4M |
| Baron Silver Stevens Financial Advisors, LLC | 7.48% | Reduce -0.2% | 146,239 | $39.1M |
| Fiducient Advisors LLC | 5.38% | Add +4278.7% | 145,241 | $39.0M |
| Family CFO Inc | 23.99% | Reduce -0.5% | 145,721 | $39.0M |
| State of Wisconsin - Board of Commissioners of Public Lands | 9.36% | No change | 145,593 | $38.9M |
| White Wing Wealth Management | 31.10% | Add +13.0% | 145,298 | $38.9M |
| FRG Family Wealth Advisors LLC | 7.46% | Add +3.8% | 149,408 | $38.5M |
| Battery Global Advisors, LLC | 25.48% | Add +26.8% | 143,454 | $38.5M |
| North Star Investment Management Corp. | 2.79% | Reduce -0.3% | 142,216 | $38.0M |
| Rosenberg Matthew Hamilton | 11.20% | Reduce -11.0% | 141,439 | $37.9M |
| Fiduciary Trust Co | 0.57% | Reduce -0.3% | 141,574 | $37.9M |
| Bridgewater Advisors Inc. | 4.68% | Add +9.2% | 142,069 | $37.9M |
| Windham Capital Management, LLC | 29.21% | Reduce -1.0% | 139,496 | $37.3M |
| Gibson Wealth Advisors LLC | 34.85% | Add +1.3% | 139,141 | $37.2M |
| Annex Advisory Services, LLC | 1.31% | Reduce -2.4% | 138,903 | $37.2M |
| WealthPLAN Partners, LLC | 3.98% | Add +1.9% | 138,705 | $37.1M |
| Millennium Management | 0.03% | Reduce -22.6% | 138,140 | $37.0M |
| Pacific Center for Financial Services | 10.34% | Add +0.7% | 137,846 | $36.9M |
| Capitol Family Office, Inc. | 49.29% | Reduce -1.6% | 137,762 | $36.9M |
| United Capital Financial Advisors, LLC | 0.32% | Reduce -0.3% | 137,398 | $36.8M |
| TLWM | 8.08% | Add +0.8% | 136,777 | $36.6M |
| jvl associates llc | 14.58% | Reduce -1.4% | 135,985 | $36.4M |
| First Western Trust Bank | 1.72% | No change | 134,895 | $36.1M |
| Opus Investment Management Inc. | 23.00% | Add +0.1% | 133,178 | $35.6M |
| VERITY Wealth Advisors | 26.67% | Add +1.9% | 133,102 | $35.6M |
| Regis Acquisition Inc. | 21.67% | Add +0.9% | 132,887 | $35.5M |
| Howe & Rusling Inc. | 3.20% | Add +1.8% | 131,376 | $35.1M |
| Balentine LLC | 1.59% | Reduce -32.4% | 130,734 | $35.0M |
| Dynamic Advisor Solutions LLC | 1.09% | Reduce -2.5% | 129,976 | $34.8M |
| Modera Wealth Management, LLC | 0.51% | Reduce -3.5% | 129,571 | $34.7M |
| Raffa Wealth Management, LLC | 9.71% | Add +1.4% | 127,842 | $34.2M |
| Rwa Wealth Partners, LLC | 0.45% | Reduce -5.0% | 127,468 | $34.1M |
| Diversified Trust Co. | 0.96% | Add +6.5% | 126,910 | $33.9M |
| Smithfield Trust Co | 1.76% | Reduce -0.2% | 125,771 | $33.6M |
| Kearns & Associates LLC | 25.04% | Add +3.3% | 125,382 | $33.5M |
| Telos Capital Management, Inc. | 3.69% | Reduce -0.3% | 124,533 | $33.3M |
| Clearstead Advisors, LLC | 0.57% | Add +35.2% | 124,350 | $33.3M |
| BCM Advisors, LLC | 7.88% | Add +1.6% | 123,797 | $33.2M |
| Independent Financial Group, LLC | 1.33% | Add +1.2% | 124,112 | $33.2M |
| Karpus Management, Inc. | 0.93% | Reduce -9.2% | 123,366 | $33.0M |
| O'Brien Wealth Partners LLC | 7.39% | Reduce -26.1% | 122,983 | $32.9M |
| Wrenne Financial Planning LLC | 22.63% | Add +5.5% | 122,664 | $32.8M |
| CGN Advisors LLC | 3.79% | Reduce -1.1% | 121,731 | $32.6M |
| Gryphon Financial Partners LLC | 4.86% | Add +1079.7% | 121,368 | $32.5M |
| Pure Financial Advisors, LLC | 0.90% | Add +1.9% | 121,203 | $32.4M |
| REAP Financial Group, LLC | 8.71% | Add +12.7% | 121,026 | $32.4M |
| Compass Financial Group, INC | 7.01% | Reduce -0.8% | 120,896 | $32.3M |
| Everhart Financial Group, Inc. | 8.39% | Reduce -0.9% | 122,297 | $32.3M |
| Benchmark Financial Wealth Advisors, LLC | 11.84% | Reduce -5.0% | 119,482 | $32.0M |
| Strategic Wealth Investment Group, LLC | 4.03% | — | 118,899 | $31.9M |
| ICONIQ Capital, LLC | 0.68% | Reduce -0.1% | 118,946 | $31.8M |
| National Philanthropic Trust | 0.61% | Add +1.4% | 118,660 | $31.7M |
| Valmark Advisers, Inc. | 0.54% | Add +2.2% | 118,610 | $31.7M |
| Arlington Trust Co LLC | 7.46% | Add +177.4% | 118,300 | $31.6M |
| Mutual Advisors, LLC | 0.95% | Add +6.0% | 117,119 | $31.6M |
| Robertson Stephens Wealth Management, LLC | 1.65% | Add +110.5% | 117,563 | $31.6M |
| One Degree Advisors Inc | 15.22% | Add +0.9% | 117,966 | $31.6M |
| Perigon Wealth Management, LLC | 0.91% | Reduce -0.5% | 117,448 | $31.4M |
| Breakwater Investment Management | 14.04% | Add +1.7% | 117,354 | $31.4M |
| Global Retirement Partners, LLC | 0.98% | Reduce -5.6% | 117,181 | $31.3M |
| Sterling Wealth Management, Inc. | 14.88% | Add +0.0% | 117,160 | $31.3M |
| Chandler Asset Management, Inc. | 6.34% | Reduce -3.2% | 116,930 | $31.3M |
| First PREMIER Bank | 8.33% | Reduce -0.5% | 116,457 | $31.2M |
| Weinberger Asset Management, Inc | 14.60% | Reduce -0.7% | 115,821 | $31.0M |
| New England Private Wealth Advisors LLC | 5.39% | Reduce -0.6% | 115,598 | $30.9M |
| Northeast Financial Consultants Inc | 1.42% | Add +0.6% | 115,181 | $30.8M |
| Principal Securities, Inc. | 0.84% | Add +4.0% | 114,235 | $30.6M |
| Summit Trail Advisors, LLC | 0.80% | Reduce -1.4% | 113,368 | $30.4M |
| Keybank National Association | 0.12% | Add +1.0% | 113,457 | $30.4M |
| Dynasty Wealth Management, LLC | 0.89% | Add +6.0% | 113,155 | $30.3M |
| Liberty Capital Management, Inc. | 7.11% | Add +4.5% | 112,033 | $30.0M |
| SYM FINANCIAL Corp | 4.77% | Add +3.2% | 111,777 | $29.9M |
| Pinnacle Financial Partners Inc | 0.64% | Reduce -3.9% | 111,566 | $29.8M |
| Tsfg, LLC | 6.94% | Reduce -10.5% | 111,032 | $29.7M |
| David Kennon Inc | 12.41% | Reduce -0.7% | 110,501 | $29.6M |
| Fifth Third Securities, Inc. | 2.73% | Add +0.5% | 110,077 | $29.6M |
| Penney Financial, LLC | 21.55% | Add +2.9% | 110,171 | $29.5M |
| VPR Management LLC | 11.00% | Reduce -46.2% | 110,000 | $29.4M |
| Atria Investments, Inc | 0.38% | Reduce -13.5% | 109,855 | $29.4M |
| Beacon Financial Strategies CORP | 21.14% | Reduce -1.0% | 109,819 | $29.4M |
| Wick Capital Partners, LLC | 10.00% | New | 107,823 | $28.8M |
| Roger Wittlin Investment Advisory, LLC | 18.10% | Add +1.1% | 105,406 | $28.2M |
| Skyline Advisors, Inc. | 12.06% | Add +1.7% | 103,641 | $27.7M |
| Cary Street Partners Investment Advisory LLC | 1.11% | Add +0.3% | 103,314 | $27.6M |
| Mather Group, Llc. | 0.34% | Add +21.1% | 106,264 | $27.6M |
| Frank, Rimerman Advisors LLC | 1.95% | Add +17.1% | 103,208 | $27.6M |
| Townsquare Capital LLC | 0.38% | Add +0.3% | 102,963 | $27.5M |
| Allegiance Financial Group Advisory Services LLC | 10.52% | Add +12.2% | 102,682 | $27.5M |
| Peak Financial Management, Inc. | 8.58% | Reduce -0.7% | 102,524 | $27.4M |
| Blankinship & Foster, LLC | 7.05% | Reduce -2.4% | 102,225 | $27.3M |
| Cozad Asset Management Inc. | 2.73% | Add +11.3% | 102,135 | $27.3M |
| Graypoint LLC | 1.88% | Reduce -0.1% | 101,708 | $27.2M |
| Equita Financial Network, Inc. | 11.31% | Add +5.0% | 101,173 | $27.1M |
| Seeds Investor LLC | 13.81% | New | 100,702 | $26.9M |
| Trellis Wealth Advisors LLC | 14.69% | Reduce -2.0% | 100,061 | $26.8M |
| Pinnacle Wealth Management Advisory Group, LLC | 2.75% | Add +5.0% | 99,490 | $26.6M |
| Brooklyn FI, LLC | 10.40% | Add +7.3% | 99,470 | $26.6M |
| Ebor Charitable Trust | 56.92% | Reduce -0.8% | 99,466 | $26.6M |
| Integris Wealth Management, LLC | 7.68% | Reduce -13.0% | 99,413 | $26.6M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -14.0% | 98,500 | $26.4M |
| Bush Investment Group, LLC | 22.69% | Add +0.9% | 98,775 | $26.4M |
| AllSquare Wealth Management LLC | 15.85% | Reduce -0.8% | 98,744 | $26.4M |
| Cobblestone Capital Advisors LLC | 1.62% | Add +1.3% | 98,590 | $26.4M |
| LPF Advisors LLC | 24.29% | Add +1.7% | 98,488 | $26.3M |
| HBK Sorce Advisory LLC | 0.92% | Add +0.8% | 98,443 | $26.3M |
| Lanham O'Dell & Company, Inc. | 14.70% | Add +98.8% | 97,903 | $26.2M |
| Choate Investment Advisors | 0.69% | Add +0.2% | 97,885 | $26.2M |
| Bfsg, LLC | 3.27% | Add +7.2% | 96,411 | $25.8M |
| Financial Architects, LLC | 17.37% | Reduce -1.5% | 95,528 | $25.6M |
| Obermeyer Wealth Partners | 1.46% | Add +1.4% | 94,991 | $25.4M |
| U.S. Capital Wealth Advisors, LLC | 0.96% | Add +5.4% | 94,273 | $25.2M |
| Financial Advocates Investment Management | 1.57% | Add +2.4% | 94,251 | $25.2M |
| Leonard Rickey Investment Advisors P.L.L.C. | 6.03% | Add +9.2% | 94,088 | $25.2M |
| Washburn Capital Management, Inc. | 17.94% | Add +2.2% | 93,979 | $25.1M |
| Monashee Investment Management LLC | 3.27% | No change | 93,660 | $25.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4.17% | Add +2.4% | 93,371 | $25.0M |
| Great Diamond Partners, LLC | 5.87% | Reduce -4.3% | 93,365 | $25.0M |
| PFG Advisors | 1.68% | Add +4.2% | 93,171 | $24.9M |
| Wealthstar Advisors, LLC | 20.18% | New | 93,051 | $24.9M |
| Roundview Capital LLC | 1.94% | Add +2.8% | 92,312 | $24.7M |
| Aspiriant, LLC | 1.01% | Reduce -0.2% | 92,308 | $24.7M |
| Milestone Investment Advisors LLC | 6.56% | Reduce -12.7% | 92,209 | $24.7M |
| NewEdge Wealth, LLC | 0.53% | Add +0.5% | 92,029 | $24.6M |
| Crescent Grove Advisors, LLC | 2.69% | Reduce -2.6% | 91,427 | $24.5M |
| Morling Financial Advisors, LLC | 10.59% | Add +5.2% | 90,816 | $24.3M |
| BBR Partners, LLC | 1.99% | Add +1.1% | 90,614 | $24.2M |
| Venture Visionary Partners LLC | 1.13% | Reduce -0.3% | 90,450 | $24.2M |
| Brass Tax Wealth Management, Inc. | 4.72% | Add +0.7% | 90,051 | $24.1M |
| Great Valley Advisor Group, Inc. | 0.67% | Add +2.2% | 89,084 | $23.8M |
| Clarity Wealth Advisors, LLC | 7.68% | Reduce -2.3% | 88,762 | $23.7M |
| My Personal CFO, LLC | 12.65% | Add +7.3% | 88,561 | $23.7M |
| Shayne & Jacobs, LLC | 6.54% | Reduce -1.4% | 88,140 | $23.6M |
| Kestra Private Wealth Services, LLC | 0.47% | Reduce -4.0% | 87,970 | $23.5M |
| Woodmont Investment Counsel LLC | 1.91% | Add +2.0% | 87,188 | $23.3M |
| Financial Counselors Inc. | 0.37% | Reduce -1.6% | 86,966 | $23.3M |
| Ashford Capital Management Inc. | 3.12% | Reduce -2.8% | 86,430 | $23.1M |
| Edge Capital Group, LLC | 1.12% | Reduce -3.3% | 86,343 | $23.1M |
| Ogorek Anthony Joseph /NY/ | 7.88% | Add +0.2% | 84,765 | $22.7M |
| Principle Wealth Partners LLC | 1.72% | Add +5.7% | 84,238 | $22.5M |
| Pacific Capital Wealth Advisors, Inc. | 4.08% | Reduce -6.5% | 83,465 | $22.3M |
| Clear Harbor Asset Management, LLC | 1.95% | Add +3.1% | 83,164 | $22.2M |
| Harbour Investments, Inc. | 0.74% | Add +4.8% | 82,558 | $22.1M |
| Cordant, Inc. | 12.34% | Reduce -1.1% | 82,555 | $22.1M |
| Connecticut Wealth Management, LLC | 1.14% | Reduce -3.1% | 82,501 | $22.1M |
| Capital Advisors, Ltd. LLC | 2.86% | Add +0.9% | 82,449 | $22.1M |
| Washington Capital Management, Inc. | 18.59% | Reduce -0.2% | 81,914 | $21.9M |
| Precedent Wealth Partners, LLC | 8.80% | No change | 81,723 | $21.9M |
| RFG Advisory, LLC | 0.71% | Add +0.0% | 81,389 | $21.8M |
| Nisa Investment Advisors, LLC | 0.14% | Reduce -25.9% | 80,955 | $21.7M |
| Wellington Management Group LLP | 0.00% | Add +3.2% | 81,209 | $21.7M |
| Latigo Investments, LLC | 11.07% | No change | 80,845 | $21.6M |
| Northwest Wealth Management, LLC | 5.58% | Reduce -2.8% | 80,590 | $21.6M |
| AdvisorNet Financial, Inc | 1.95% | Reduce -1.7% | 80,123 | $21.4M |
| Hollencrest Capital Management | 0.93% | Add +0.5% | 78,676 | $21.0M |
| Rockbridge Investment Management, LCC | 2.98% | Reduce -2.8% | 78,515 | $21.0M |
| Rain Capital Management, LLC | 14.78% | Add +2.2% | 80,594 | $21.0M |
| SpiderRock Advisors, LLC | 0.55% | Add +5.1% | 77,686 | $20.8M |
| Sensible Financial Planning & Management, LLC. | 4.46% | Reduce -2.4% | 77,164 | $20.6M |
| Simon Quick Advisors, LLC | 1.46% | Reduce -3.7% | 77,108 | $20.6M |
| CBIZ Investment Advisory Services, LLC | 1.16% | Reduce -4.3% | 76,826 | $20.6M |
| Yousif Capital Management, LLC | 0.23% | Reduce 0.0% | 76,466 | $20.5M |
| Quantinno Capital Management LP | 0.37% | Add +2.7% | 76,439 | $20.4M |
| Geneos Wealth Management Inc. | 0.90% | Reduce -0.5% | 75,651 | $20.2M |
| Addis & Hill, Inc | 16.78% | Reduce -2.1% | 74,666 | $20.1M |
| Horizon Wealth Management, LLC | 4.79% | Add +1.4% | 75,106 | $20.1M |
| Mesirow Financial Investment Management, Inc. | 0.45% | Reduce -2.4% | 75,015 | $20.1M |
| Optas, LLC | 5.16% | Add +0.0% | 74,949 | $20.0M |
| First Horizon Advisors, Inc. | 0.61% | Add +6.1% | 74,645 | $20.0M |
| Stock Yards Bank & Trust Co. | 0.66% | Add +0.3% | 74,395 | $19.9M |
| Kraft, Davis & Associates, LLC | 5.99% | Add +1.0% | 73,261 | $19.8M |
| BNP Paribas Financial Markets | 0.02% | Add +1976.8% | 73,727 | $19.7M |
| Sigma Investment Counselors Inc. | 1.23% | Add +0.8% | 73,505 | $19.7M |
| Advisory Services Network, LLC | 0.40% | Add +1.2% | 72,586 | $19.4M |
| M&T Bank Corp | 0.07% | Reduce -2.5% | 72,425 | $19.4M |
| Foundations Investment Advisors, LLC | 0.47% | Add +9.9% | 72,112 | $19.3M |
| Shotwell Rutter Baer Inc | 16.85% | New | 69,769 | $19.0M |
| J.W. Cole Advisors, Inc. | 0.89% | Add +1.5% | 70,496 | $18.9M |
| Chicago Partners Investment Group LLC | 0.73% | Add +12.0% | 69,896 | $18.8M |
| Cascade Investment Group, Inc. | 14.54% | Add +1.3% | 69,646 | $18.6M |
| Drucker Wealth 3.0, LLC | 4.92% | — | 69,223 | $18.5M |
| FineMark National Bank & Trust | 0.68% | Add +99.4% | 69,175 | $18.5M |
| Breed's Hill Capital LLC | 16.37% | No change | 69,107 | $18.5M |
| Industrial Alliance Investment Management Inc. | 10.48% | New | 69,040 | $18.5M |
| Firestone Capital Management | 5.04% | Reduce -0.5% | 68,992 | $18.5M |
| NORTHSTAR ASSET MANAGEMENT Co | 4.46% | Reduce -1.0% | 68,885 | $18.4M |
| EverSource Wealth Advisors, LLC | 1.22% | Reduce -0.1% | 67,600 | $18.4M |
| Cornerstone National Bank & Trust Co | 8.97% | Add +4.4% | 68,286 | $18.3M |
| Satovsky Asset Management LLC | 4.37% | Add +3.1% | 67,982 | $18.2M |
| Mayport, LLC | 6.47% | Add +0.0% | 67,864 | $18.2M |
| Coldstream Capital Management Inc. | 0.44% | Reduce -0.3% | 67,854 | $18.2M |
| Kings Path Partners LLC | 8.55% | — | 67,825 | $18.1M |
| Warwick Investment Management, Inc. | 4.24% | Reduce -7.7% | 67,652 | $18.1M |
| Annis Gardner Whiting Capital Advisors, LLC | 5.14% | Add +12.2% | 67,377 | $18.1M |
| Raab & Moskowitz Asset Management LLC | 4.91% | Add +0.2% | 67,558 | $18.1M |
| Ameritas Advisory Services, LLC | 0.68% | Add +9.3% | 67,475 | $18.1M |
| Cannon Financial Strategists, Inc. | 3.42% | Add +0.6% | 67,004 | $17.9M |
| Johnson Investment Counsel Inc. | 0.19% | Add +2.9% | 66,740 | $17.9M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -0.3% | 66,512 | $17.8M |
| ArchPoint Investors | 6.63% | No change | 65,721 | $17.6M |
| Gordian Advisors LLC | 16.79% | Reduce -0.1% | 65,123 | $17.4M |
| Cascade Financial Partners, LLC | 2.29% | Reduce -10.3% | 65,064 | $17.4M |
| Community Bank, N.A. | 2.27% | Add +0.1% | 64,381 | $17.2M |
| Cornerstone Wealth Management, LLC | 1.32% | Reduce -1.6% | 64,128 | $17.2M |
| Cornerstone Wealth Group, LLC | 1.52% | Add +5.2% | 63,859 | $17.1M |
| Benjamin F. Edwards & Company, Inc. | 0.30% | Reduce -13.4% | 63,746 | $17.1M |
| Peterson Wealth Advisors, LLC | 3.57% | Reduce -5.3% | 63,641 | $17.0M |
| Continuum Advisory, LLC | 2.45% | Add +10.0% | 63,435 | $17.0M |
| Greenleaf Trust | 0.16% | Reduce -0.1% | 63,370 | $17.0M |
| Federation des caisses Desjardins du Quebec | 0.09% | Add +13.4% | 63,341 | $16.9M |
| First Hawaiian Bank | 0.57% | Reduce -0.1% | 63,334 | $16.9M |
| 5th Street Advisors, LLC | 8.85% | Add +0.1% | 63,290 | $16.9M |
| Altiora Financial Group, LLC | 4.06% | Add +3.5% | 63,270 | $16.9M |
| Arax Advisory Partners | 1.65% | Add +1.0% | 63,083 | $16.9M |
| Almanack Investment Partners, LLC. | 2.84% | Add +34.3% | 62,895 | $16.8M |
| Parisi Gray Wealth Management | 6.01% | Add +1.2% | 62,620 | $16.8M |
| Apollon Wealth Management, LLC | 0.51% | Add +0.5% | 62,542 | $16.7M |
| Barrett & Company, Inc. | 7.56% | Reduce -5.7% | 62,402 | $16.7M |
| Avion Wealth | 4.56% | Reduce -1.2% | 61,843 | $16.5M |
| Lodestar Private Asset Management LLC | 2.27% | Add +3.4% | 61,716 | $16.5M |
| MontVue Capital Management, Inc. | 13.13% | Reduce -0.9% | 61,682 | $16.5M |
| O'shaughnessy Asset Management, LLC | 0.17% | Add +11.5% | 61,624 | $16.5M |
| Compass Advisory Group LLC | 7.26% | Reduce -1.2% | 60,905 | $16.4M |
| Davis R M Inc. | 0.33% | Add +13.0% | 61,063 | $16.3M |
| Stokes Family Office, LLC | 1.91% | No change | 60,838 | $16.3M |
| Palisades Hudson Asset Management, L.P. | 7.43% | Reduce -0.7% | 60,431 | $16.2M |
| Financial & Tax Architects, LLC | 4.31% | Add +3289.8% | 60,136 | $16.1M |
| Seven Post Investment Office LP | 2.96% | Add +10.8% | 59,778 | $16.0M |
| Portland Global Advisors LLC | 2.17% | Add +2.2% | 59,716 | $16.0M |
| Glenview Trust Co | 0.32% | Add +1.9% | 58,779 | $15.7M |
| Coastline Trust Co | 1.84% | Reduce -2.7% | 58,638 | $15.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.47% | Reduce -5.0% | 58,190 | $15.6M |
| Long Island Wealth Management, Inc. | 10.98% | Add +1.4% | 58,161 | $15.6M |
| Monument Group Wealth Advisors, LLC | 10.46% | Reduce -0.8% | 58,151 | $15.6M |
| Sanctuary Wealth Management, L.L.C. | 11.77% | Reduce -2.1% | 58,116 | $15.5M |
| FSM Wealth Advisors, LLC | 5.18% | Add +2.5% | 57,722 | $15.4M |
| Argent Trust Co | 0.68% | Add +1.5% | 57,716 | $15.4M |
| Sageworth Trust Co of South Dakota | 22.64% | Add +7.8% | 57,610 | $15.4M |
| IHT Wealth Management, LLC | 0.57% | Reduce -0.8% | 57,081 | $15.3M |
| Aspen Grove Capital, LLC | 3.59% | No change | 56,913 | $15.3M |
| Signaturefd, LLC | 0.31% | Add +3.5% | 56,868 | $15.2M |
| Dorsey & Whitney Trust CO LLC | 1.05% | Add +1.8% | 56,625 | $15.1M |
| NovaPoint Capital, LLC | 5.14% | Add +0.5% | 56,601 | $15.1M |
| UMB Bank, n.a. | 0.25% | Reduce -61.5% | 56,444 | $15.1M |
| Source Financial Advisors LLC | 4.64% | Reduce -5.8% | 56,411 | $15.1M |
| New England Asset Management Inc. | 2.61% | No change | 56,165 | $15.0M |
| Thoroughbred Financial Services, LLC | 1.00% | Add +29.4% | 56,065 | $15.0M |
| Trinity Financial Advisors LLC | 6.70% | Reduce -1.9% | 55,779 | $15.0M |
| Sinecera Capital, LLC | 20.46% | Add +5.7% | 55,689 | $14.9M |
| Westside Investment Management, Inc. | 3.42% | Add +1.6% | 55,808 | $14.9M |
| NorthRock Partners, LLC | 0.56% | Reduce -3.3% | 55,489 | $14.9M |
| Annapolis Financial Services, LLC | 4.81% | Reduce -4.0% | 55,482 | $14.8M |
| Empirical Finance, LLC | 0.93% | No change | 55,374 | $14.8M |
| Elwood & Goetz Wealth Advisory Group, LLC | 4.19% | Reduce -6.0% | 55,225 | $14.8M |
| Foster Dykema Cabot & Partners, LLC | 1.32% | Add +6.4% | 54,872 | $14.7M |
| Prospera Financial Services Inc | 0.41% | Add +24.4% | 54,894 | $14.7M |
| Cornerstone Management, Inc. | 3.23% | Reduce -5.2% | 54,928 | $14.7M |
| Advisor OS, LLC | 1.59% | Add +5.5% | 54,375 | $14.5M |
| Legacy Financial Strategies, LLC | 3.49% | Reduce -0.5% | 53,596 | $14.5M |
| Seldon Capital LP | 8.09% | No change | 54,098 | $14.5M |
| TCI Wealth Advisors, Inc. | 1.36% | Add +0.2% | 53,722 | $14.4M |
| StoneX Group Inc. | 1.15% | Add +9.1% | 53,453 | $14.4M |
| Provida Pension Fund Administrator | 0.36% | Reduce -88.7% | 53,537 | $14.3M |
| Pine Harbor Wealth Management, LLC | 8.42% | Add +1.7% | 53,515 | $14.3M |
| Hoylecohen, LLC | 1.08% | Add +1.8% | 53,382 | $14.3M |
| Freestone Capital Holdings, LLC | 0.51% | Add +1.1% | 53,362 | $14.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.31% | Add +13.3% | 53,250 | $14.2M |
| Stratos Wealth Advisors, LLC | 0.70% | Add +32.2% | 52,850 | $14.1M |
| GoalVest Advisory LLC | 4.50% | Reduce -4.5% | 52,631 | $14.1M |
| Sard Wealth Management Group, LLC | 9.88% | Add +11.8% | 52,602 | $14.1M |
| GFS Advisors, LLC | 2.26% | Reduce -86.0% | 7,190 | $14.0M |
| Applied Capital LLC | 8.05% | Add +0.5% | 52,452 | $14.0M |
| Mgo One Seven LLC | 0.67% | Add +10.4% | 52,426 | $14.0M |
| Sound View Wealth Advisors Group, LLC | 1.44% | Add +8.3% | 52,208 | $14.0M |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 5.77% | Add +0.6% | 51,859 | $13.9M |
| Associated Banc-Corp | 0.43% | Reduce -0.4% | 51,796 | $13.9M |
| MJP Associates Inc. | 2.88% | Add +1.6% | 51,702 | $13.8M |
| Coston, McIsaac & Partners | 4.35% | Add +2.2% | 51,633 | $13.8M |
| Keeley-Teton Advisors, LLC | 1.77% | Add +2.0% | 51,569 | $13.8M |
| Essential Planning, LLC. | 6.07% | Reduce -1.9% | 51,567 | $13.8M |
| Clark Asset Management, LLC | 3.82% | Reduce -15.7% | 51,481 | $13.8M |
| Goldstone Financial Group, LLC | 2.74% | Add +0.1% | 51,075 | $13.7M |
| NBT Bank, N.A. | 0.97% | Add +13.6% | 48,085 | $13.6M |
| LexAurum Advisors, LLC | 3.33% | Reduce -3.2% | 50,473 | $13.5M |
| Modern Wealth Management, LLC | 0.99% | Add +8.6% | 50,234 | $13.4M |
| Dakota Wealth Management | 0.31% | Reduce -4.2% | 49,439 | $13.2M |
| LJI Wealth Management, LLC | 2.92% | Add +3.6% | 49,354 | $13.2M |
| Conning Inc. | 0.49% | No change | 49,266 | $13.2M |
| Plotkin Financial Advisors, LLC | 8.46% | Add +7.7% | 49,185 | $13.2M |
| Natixis Advisors, LLC | 0.03% | Add +10.0% | 49,010 | $13.1M |
| Headlands Technologies LLC | 1.39% | Add +631.3% | 48,922 | $13.1M |
| New Covenant Trust Company, N.A. | 15.02% | Reduce -4.8% | 48,192 | $13.1M |
| Chevy Chase Trust Holdings, LLC | 0.04% | Add +9.8% | 48,685 | $13.0M |
| AA Financial Advisors, LLC | 4.58% | Add +12.6% | 48,604 | $13.0M |
| Webster Bank, N. A. | 1.42% | Add +0.2% | 48,260 | $12.9M |
| Headinvest, LLC | 2.54% | Add +3.7% | 48,190 | $12.9M |
| Atlantic Private Wealth, LLC | 10.48% | Reduce -0.9% | 48,120 | $12.9M |
| Canopy Partners, LLC | 5.94% | Reduce -1.9% | 47,821 | $12.8M |
| B. Riley Wealth Advisors, Inc. | 0.33% | Reduce -6.4% | 47,583 | $12.8M |
| Integrated Advisors Network LLC | 0.66% | Add +9.8% | 47,711 | $12.8M |
| Sigma Planning Corp | 0.40% | Reduce -4.1% | 47,655 | $12.8M |
| Carr Financial Group Corp | 4.05% | Add +8.1% | 47,586 | $12.7M |
| Rothschild Wealth LLC | 4.13% | Reduce -0.6% | 47,577 | $12.7M |
| W.H. Cornerstone Investments Inc. | 8.97% | Add +15.5% | 47,331 | $12.7M |
| Aspect Partners, LLC | 7.50% | Add +17.5% | 47,048 | $12.6M |
| Callan Family Office, LLC | 2.40% | Add +142.5% | 46,760 | $12.5M |
| Western Wealth Management, LLC | 0.91% | Add +1.0% | 45,930 | $12.3M |
| Lane & Associates LLC | 7.24% | Add +12.5% | 45,912 | $12.3M |
| SageView Advisory Group, LLC | 0.76% | Add +835.9% | 45,868 | $12.3M |
| Johnson Financial Group, Inc. | 0.59% | Reduce -39.7% | 45,571 | $12.2M |
| Asset Management Group, Inc. | 1.86% | Reduce -1.7% | 45,730 | $12.2M |
| Chilton Investment Co. Inc. | 0.34% | Reduce -0.9% | 45,516 | $12.2M |
| Barclays PLC | 0.01% | Reduce -2.6% | 45,470 | $12.2M |
| Gilbert & Cook, Inc. | 1.78% | Reduce -10.1% | 45,463 | $12.2M |
| Harbor Investment Advisory, LLC | 1.27% | Add +9.7% | 45,340 | $12.1M |
| Simplicity Wealth,LLC | 0.27% | Reduce -1.3% | 45,126 | $12.1M |
| SVB Wealth LLC | 0.30% | Reduce -10.0% | 45,086 | $12.1M |
| AE Wealth Management LLC | 0.12% | Add +25.9% | 44,924 | $12.0M |
| Bokf, NA | 0.22% | Add +1.1% | 44,857 | $12.0M |
| Wind River Trust Co | 4.86% | Reduce -50.2% | 44,771 | $12.0M |
| One Capital Management, LLC | 0.41% | Add +1.3% | 44,756 | $12.0M |
| Angeles Wealth Management, LLC | 1.12% | Reduce -0.1% | 44,697 | $12.0M |
| Klingman & Associates, LLC | 0.81% | Add +3.8% | 44,620 | $11.9M |
| Prairie Sky Financial Group LLC | 7.39% | Reduce -2.0% | 44,492 | $11.9M |
| Nia Impact Advisors, LLC | 4.27% | Add +0.0% | 44,429 | $11.9M |
| Leavell Investment Management, Inc. | 0.65% | Reduce -0.3% | 43,804 | $11.8M |
| Prudential Financial Inc. | 0.02% | Add +6.3% | 43,939 | $11.8M |
| Shelter Mutual Insurance Co | 3.05% | No change | 43,850 | $11.7M |
| Perennial Investment Advisors, LLC | 1.68% | Reduce -1.9% | 43,840 | $11.7M |
| Bristlecone Advisors, LLC | 0.99% | Reduce -0.0% | 43,609 | $11.7M |
| HT Partners LLC | 4.11% | Reduce -0.3% | 43,517 | $11.6M |
| Fayez Sarofim & Co | 0.03% | No change | 43,479 | $11.6M |
| Fairview Capital Investment Management, LLC | 0.65% | Reduce -0.7% | 43,244 | $11.6M |
| Northland Capital Management LLC | 8.09% | Reduce -28.6% | 43,221 | $11.6M |
| FFT Wealth Management LLC | 1.02% | Reduce -4.4% | 43,219 | $11.6M |
| Evermay Wealth Management LLC | 1.85% | Reduce -1.9% | 42,945 | $11.5M |
| WealthCollab, LLC | 8.24% | Add +1.2% | 42,886 | $11.5M |
| WASHINGTON TRUST Co | 0.42% | Add +10.8% | 42,764 | $11.4M |
| Badgley Phelps Wealth Managers, LLC | 0.28% | Add +1.8% | 42,484 | $11.4M |
| Traphagen Investment Advisors LLC | 1.23% | Add +0.6% | 42,480 | $11.4M |
| Ironwood Investment Management LLC | 6.07% | Add +2.2% | 42,422 | $11.3M |
| Liberty Wealth Management LLC | 2.06% | Add +232.3% | 145,636 | $11.3M |
| LifeGuide Financial Advisors, LLC | 5.45% | Add +0.0% | 41,971 | $11.2M |
| International Assets Investment Management, LLC | 1.06% | Add +3.2% | 41,917 | $11.2M |
| Great Point Wealth Advisors, LLC | 2.55% | Reduce -1.6% | 41,726 | $11.2M |
| Root Financial Partners, LLC | 2.60% | Add +35.0% | 41,465 | $11.1M |
| Concourse Financial Group Securities, Inc. | 0.69% | Add +0.7% | 41,221 | $11.1M |
| Tudor Investment Corporation | 0.12% | Add +594.1% | 41,215 | $11.0M |
| Culbertson A N & Co. Inc. | 1.92% | Reduce -0.8% | 41,109 | $11.0M |
| Maryland Capital Advisors Inc. | 5.91% | Reduce -5.0% | 41,057 | $11.0M |
| IRON Financial LLC | 6.14% | Reduce -0.7% | 40,910 | $10.9M |
| Philip James Wealth Mangement, LLC | 7.28% | Add +7.5% | 40,868 | $10.9M |
| Burns J W & Co. Inc. | 1.47% | Add +12.9% | 40,756 | $10.9M |
| Olistico Wealth, LLC | 6.95% | Add +3.5% | 40,729 | $10.9M |
| Outlook Wealth Advisors, LLC | 3.35% | Reduce -6.2% | 6,049 | $10.7M |
| Maiden Cove Capital, LLC | 23.33% | — | 41,369 | $10.7M |
| Private Ocean, LLC | 0.94% | Add +38.8% | 39,658 | $10.6M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.65% | Add +5.8% | 39,394 | $10.5M |
| Sandy Cove Advisors, LLC | 4.65% | Reduce -4.7% | 39,014 | $10.4M |
| GenTrust, LLC | 0.56% | Add +7.5% | 38,518 | $10.3M |
| Steph & Co. | 3.52% | Reduce -0.1% | 38,642 | $10.3M |
| Cresta Advisors, Ltd. | 6.11% | Reduce -2.2% | 38,493 | $10.3M |
| McAdam, LLC | 0.62% | Add +1.9% | 38,317 | $10.3M |
| Cambridge Advisors Inc. | 2.38% | Reduce -1.4% | 38,271 | $10.2M |
| Ti-Trust, Inc. | 7.87% | Add +0.0% | 38,155 | $10.2M |
| Abound Wealth Management | 3.75% | Reduce -2.1% | 38,068 | $10.2M |
| Park National Corp. | 0.38% | Add +18.9% | 38,020 | $10.2M |
| Basso Capital Management, L.P. | 9.14% | Add +0.0% | 37,905 | $10.1M |
| Moloney Securities Asset Management, LLC | 1.47% | Reduce -11.7% | 37,726 | $10.1M |
| Bleakley Financial Group, LLC | 0.29% | Reduce -3.4% | 37,626 | $10.1M |
| Rinkey Investments | 3.61% | Reduce -2.3% | 37,575 | $10.1M |
| Tortoise Investment Management, LLC | 1.14% | Add +1.0% | 37,411 | $10.0M |
| Kingsview Wealth Management, LLC | 0.24% | Add +1.6% | 37,304 | $10.0M |
| Modus Advisors, LLC | 3.52% | Reduce -1.2% | 37,235 | $10.0M |
| Signature Estate & Investment Advisors LLC | 0.25% | Add +206.8% | 37,232 | $10.0M |
| Wedbush Securities Inc. | 0.36% | Reduce -23.6% | 37,228 | $10.0M |
| Monograph Wealth Advisors, LLC | 1.45% | Reduce -15.6% | 36,947 | $9.9M |
| Philadelphia Trust Co. | 0.77% | Add +5.5% | 36,865 | $9.9M |
| Wilson & Boucher Capital Management, LLC | 7.56% | Add +4.1% | 36,860 | $9.9M |
| Cahill Wealth Management, LLC | 5.86% | Reduce -0.2% | 36,714 | $9.8M |
| Sequent Planning LLC | 3.35% | Add +4.3% | 36,526 | $9.8M |
| Fort Pitt Capital Group, LLC | 0.30% | Add +3.2% | 36,498 | $9.8M |
| Clarity Capital Advisors, LLC | 7.54% | Reduce -1.0% | 36,471 | $9.8M |
| Azimuth Capital Investment Management LLC | 0.39% | Reduce -4.1% | 36,121 | $9.7M |
| Raymond James Trust N.A. | 0.23% | Add +27.8% | 36,047 | $9.6M |
| Private Trust Co. NA | 1.04% | Reduce -7.5% | 36,046 | $9.6M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 3.76% | Add +0.4% | 35,805 | $9.6M |
| Koshinski Asset Management, Inc. | 0.89% | Reduce -9.9% | 35,234 | $9.6M |
| LM Advisors LLC | 1.91% | Reduce -10.8% | 35,798 | $9.6M |
| Intelligent Financial Strategies | 5.89% | Add +0.5% | 35,660 | $9.6M |
| Franklin Resources Inc. | 0.00% | Add +5.9% | 35,745 | $9.6M |
| Lantz Financial LLC | 2.97% | Add +0.9% | 35,735 | $9.6M |
| Brookstone Capital Management | 0.16% | Reduce -32.2% | 34,582 | $9.5M |
| Mill Creek Capital Advisors, LLC | 0.24% | Reduce -0.9% | 35,543 | $9.5M |
| Versant Capital Management, Inc | 2.40% | Reduce -1.0% | 35,521 | $9.5M |
| Atlas Capital Advisors Inc. | 1.23% | Reduce -3.5% | 35,301 | $9.4M |
| Vernal Point Advisors, LLC | 6.70% | Reduce -0.0% | 35,067 | $9.4M |
| Symphony Financial, Ltd. Co. | 1.72% | Add +36.5% | 35,045 | $9.4M |
| Oppenheimer & Co. Inc. | 0.15% | Add +1.7% | 35,122 | $9.4M |
| CreativeOne Wealth, LLC | 0.48% | Reduce -14.9% | 35,100 | $9.4M |
| GYL Financial Synergies, LLC | 0.72% | Reduce -4.0% | 35,050 | $9.4M |
| Professional Financial Advisors, LLC | 2.59% | Add +0.5% | 35,030 | $9.4M |
| Atlas Brown,Inc. | 3.36% | Reduce -0.4% | 35,019 | $9.4M |
| PGIM Custom Harvest LLC | 0.21% | Add +13.6% | 34,703 | $9.3M |
| Efficient Frontier Advisors LLC | 6.54% | New | 34,689 | $9.3M |
| Bluespring Wealth Management, LLC | 1.00% | Add +0.3% | 34,524 | $9.3M |
| Nations Financial Group Inc, /Ia/ | 0.75% | Add +9.3% | 34,494 | $9.2M |
| Bradley & Co. Private Wealth Management, LLC | 6.81% | Add +59.3% | 34,440 | $9.2M |
| SigFig Wealth Management, LLC | 0.34% | Reduce -7.3% | 38,005 | $9.1M |
| Silver Oak Advisory Group, Inc. | 5.05% | Reduce -2.1% | 34,019 | $9.1M |
| Frazier Financial Advisors, LLC | 7.22% | Reduce -4.3% | 34,006 | $9.1M |
| Hall Laurie J Trustee | 3.15% | Reduce -0.1% | 33,870 | $9.1M |
| Levin Capital Strategies, L.P. | 0.96% | Add +74.8% | 33,811 | $9.0M |
| Onyx Bridge Wealth Group LLC | 1.48% | Reduce -0.0% | 33,657 | $9.0M |
| Quadrant Capital Group LLC | 0.67% | Reduce -7.7% | 33,596 | $9.0M |
| Arkadios Wealth Advisors | 0.61% | Add +119.6% | 33,523 | $9.0M |
| Emprise Bank | 5.53% | Add +1.8% | 33,522 | $9.0M |
| Highland Capital Management, LLC | 0.53% | Reduce -3.6% | 33,515 | $9.0M |
| Sonata Capital Group Inc. | 4.60% | Add +4.9% | 33,489 | $9.0M |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.91% | Add +23.2% | 33,330 | $8.9M |
| Beacon Financial Group | 1.01% | Add +0.3% | 33,255 | $8.9M |
| Axxcess Wealth Management, LLC | 0.24% | Add +55.5% | 33,159 | $8.9M |
| Summit Financial Wealth Advisors, LLC | 1.79% | Reduce -0.3% | 33,087 | $8.9M |
| Glassman Wealth Services | 1.63% | Reduce -1.8% | 33,041 | $8.8M |
| Trust Point Inc. | 0.71% | Reduce -3.4% | 32,963 | $8.8M |
| Partners in Financial Planning | 1.92% | Add +1.9% | 32,954 | $8.8M |
| Capital Square, LLC | 5.69% | Reduce -1.7% | 31,923 | $8.7M |
| IFP Advisors, Inc | 0.35% | Reduce -0.5% | 32,544 | $8.7M |
| Bouchey Financial Group, Ltd. | 0.83% | Reduce -0.8% | 32,521 | $8.7M |
| TD Waterhouse Canada Inc. | 0.08% | Add +74.2% | 32,445 | $8.7M |
| Essex Financial Services, Inc. | 0.64% | Add +14.4% | 33,155 | $8.7M |
| Relyea Zuckerberg Hanson LLC | 1.45% | Add +16.3% | 32,253 | $8.6M |
| Carnegie Investment Counsel | 0.27% | Reduce -13.5% | 32,212 | $8.6M |
| Patriot Financial Group Insurance Agency, LLC | 1.27% | Add +4.8% | 32,178 | $8.6M |
| Boston Mountain Money Management Inc. | 5.66% | Add +2.0% | 32,081 | $8.6M |
| Rappaport Reiches Capital Management, LLC | 2.53% | Add +140.1% | 32,066 | $8.6M |
| American Money Management, LLC | 1.83% | Add +2.2% | 32,044 | $8.6M |
| Valeo Financial Advisors, LLC | 0.27% | Add +4.6% | 31,963 | $8.6M |
| Oarsman Capital, Inc. | 1.88% | Add +3.1% | 31,903 | $8.5M |
| Sapient Capital LLC | 0.18% | Reduce -0.7% | 31,622 | $8.5M |
| Cypress Point Wealth Management, LLC | 4.01% | Add +30.1% | 31,649 | $8.5M |
| Chesley Taft & Associates LLC | 0.42% | Add +1.5% | 31,525 | $8.4M |
| JFS Wealth Advisors, LLC | 0.66% | Add +0.9% | 31,468 | $8.4M |
| Signet Financial Management, LLC | 1.14% | Reduce -1.4% | 31,460 | $8.4M |
| Patton Albertson Miller Group, LLC | 1.20% | Reduce -1.4% | 31,451 | $8.4M |
| Great Lakes Retirement, Inc. | 1.15% | Reduce -1.8% | 31,249 | $8.4M |
| Bradley Foster & Sargent Inc. | 0.15% | Add +17.3% | 31,243 | $8.4M |
| Asset Dedication, LLC | 0.58% | Add +13.2% | 31,097 | $8.3M |
| Blue Bell Private Wealth Management, LLC | 1.72% | Reduce -0.5% | 31,070 | $8.3M |
| Graves Light Lenhart Wealth, Inc. | 0.95% | Add +0.1% | 30,988 | $8.3M |
| 1900 Wealth Management LLC | 0.78% | Reduce -6.6% | 31,016 | $8.3M |
| FC Advisory LLC | 3.04% | Reduce -2.2% | 31,014 | $8.3M |
| Focus Financial Network, Inc. | 0.35% | Reduce -3.8% | 30,116 | $8.3M |
| Petix & Botte Co | 2.34% | Add +82.9% | 30,871 | $8.3M |
| NRI Wealth Management LC | 6.34% | Add +6.6% | 30,569 | $8.2M |
| Forbes Financial Planning, Inc. | 6.42% | Add +2.5% | 30,567 | $8.2M |
| Capital Analysts, LLC | 0.36% | Add +77.5% | 30,508 | $8.2M |
| Boston Financial Mangement LLC | 0.26% | Add +5.6% | 30,435 | $8.1M |
| Financial Alternatives, Inc | 6.12% | Reduce -2.0% | 30,431 | $8.1M |
| Carolinas Wealth Consulting LLC | 1.57% | Reduce -1.8% | 30,319 | $8.1M |
| Fisher Asset Management | 0.00% | Add +75.8% | 30,346 | $8.1M |
| Sharper & Granite LLC | 3.87% | Reduce -4.4% | 30,339 | $8.1M |
| WFA of San Diego, LLC | 7.27% | — | 30,254 | $8.1M |
| Regal Investment Advisors LLC | 0.53% | Add +3.2% | 30,176 | $8.1M |
| Aptus Capital Advisors, LLC | 0.15% | Reduce -38.3% | 30,124 | $8.1M |
| Ancora Advisors LLC | 0.20% | Reduce -5.1% | 30,079 | $8.0M |
| SignalPoint Asset Management, LLC | 2.15% | Reduce -3.2% | 30,077 | $8.0M |
| GC Wealth Management RIA, LLC | 1.59% | Reduce -0.1% | 30,068 | $8.0M |
| Harfst & Associates, Inc. | 1.86% | Reduce -1.6% | 29,900 | $8.0M |
| Weaver Consulting Group | 2.78% | Add +0.6% | 29,808 | $8.0M |
| Silver Oak Securities, Incorporated | 1.19% | Add +10.4% | 29,759 | $8.0M |
| Roberts Glore & Co. Inc. | 2.39% | Add +21.8% | 29,665 | $7.9M |
| Farther Finance Advisors, LLC | 0.38% | Add +181.8% | 29,434 | $7.9M |
| Arden Trust Co | 1.10% | Reduce -0.5% | 29,370 | $7.9M |
| Trek Financial, LLC | 0.62% | Add +2.6% | 29,345 | $7.9M |
| Newton One Investments LLC | 3.37% | No change | 29,211 | $7.8M |
| TPG Advisors LLC | 6.65% | — | 29,179 | $7.8M |
| Arizona PSPRS Trust | 0.51% | — | 29,151 | $7.8M |
| WealthPlan Investment Management, LLC | 1.18% | Add +4.5% | 29,090 | $7.8M |
| Stonekeep Investments, LLC | 6.30% | — | 29,035 | $7.8M |
| Arq Wealth Advisors, LLC | 3.36% | Add +0.9% | 29,006 | $7.8M |
| Heritage Investors Management Corp. | 0.27% | Reduce -0.3% | 28,994 | $7.8M |
| One Day In July LLC | 0.97% | Add +0.7% | 28,962 | $7.7M |
| Hall Kathryn A. | 1.78% | No change | 28,861 | $7.7M |
| Sage Rhino Capital LLC | 1.84% | Add +0.6% | 28,820 | $7.7M |
| Highland Financial Advisors, LLC | 2.86% | Add +11.0% | 28,774 | $7.7M |
| Providence First Trust Co | 3.47% | Reduce -0.7% | 28,748 | $7.7M |
| Compass Financial Group, Inc. | 3.80% | Add +4.6% | 28,093 | $7.6M |
| Permanent Capital Management, LP | 1.59% | — | 25,010 | $7.6M |
| Dogwood Wealth Management LLC | 4.69% | Add +6.4% | 28,479 | $7.6M |
| &partners | 0.33% | Add +818.5% | 28,317 | $7.6M |
| Lansing Street Advisors | 3.16% | Add +1.5% | 28,305 | $7.6M |
| Sanders Morris Harris LLC | 1.24% | Add +10462.2% | 28,201 | $7.5M |
| Vannoy Advisory Group, Inc. | 5.83% | Add +0.1% | 28,139 | $7.5M |
| Citizens Financial Group Inc. | 0.17% | Add +119.2% | 28,036 | $7.5M |
| ACT Advisors, LLC. | 3.86% | Reduce -7.1% | 27,700 | $7.4M |
| Trail Ridge Investment Advisors, LLC | 3.83% | Add +898.9% | 27,680 | $7.4M |
| Life Planning Partners, Inc | 6.70% | Reduce -1.8% | 27,583 | $7.4M |
| Phillips Financial Management, LLC | 0.61% | Reduce -1.5% | 27,563 | $7.4M |
| Titleist Asset Management, LLC | 1.11% | Add +475.3% | 27,440 | $7.3M |
| Capital Group Private Client Services, Inc. | 0.07% | Add +6.6% | 27,382 | $7.3M |
| Level Four Advisory Services, LLC | 0.33% | Reduce -13.5% | 27,365 | $7.3M |
| Smallwood Wealth Investment Management, LLC | 5.65% | Reduce -6.3% | 27,341 | $7.3M |
| Gridiron Partners, LLC | 4.66% | No change | 27,335 | $7.3M |
| Trust Co | 0.94% | Add +0.7% | 27,313 | $7.3M |
| Ferguson Wellman Capital Management, Inc. | 0.15% | Add +4.3% | 27,308 | $7.3M |
| Capital Investment Advisory Services, LLC | 0.75% | Add +3.2% | 27,305 | $7.3M |
| Fiduciary Financial Group, LLC | 1.75% | — | 26,033 | $7.3M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.07% | Reduce -3.6% | 26,005 | $7.3M |
| MassMutual Private Wealth & Trust, FSB | 0.22% | Add +10.1% | 27,115 | $7.3M |
| Sovereign Investment Advisors, LLC | 2.69% | Reduce -0.3% | 30,447 | $7.2M |
| Legacy Wealth Management, LLC | 0.52% | No change | 26,995 | $7.2M |
| Debussy Capital Management LP | 2.05% | Reduce -1.1% | 26,971 | $7.2M |
| Ironwood Financial, llc | 1.62% | Add +7.0% | 26,947 | $7.2M |
| Manning & Napier Advisors LLC | 0.08% | — | 26,883 | $7.2M |
| DAVENPORT & Co LLC | 0.05% | Add +2.6% | 26,878 | $7.2M |
| HTLF Bank | 0.82% | Reduce -21.1% | 26,838 | $7.2M |
| Comprehensive Financial Management LLC | 0.25% | No change | 26,600 | $7.1M |
| CVA Family Office, LLC | 1.28% | Reduce -3.8% | 26,573 | $7.1M |
| S.A. Mason LLC | 4.04% | Add +6.7% | 26,547 | $7.1M |
| Transcend Capital Advisors, LLC | 0.51% | Reduce -0.4% | 26,516 | $7.1M |
| CFO4Life Group, LLC | 1.33% | Add +0.0% | 26,469 | $7.1M |
| Belpointe Asset Management LLC | 0.49% | Reduce -4.7% | 26,399 | $7.1M |
| Wealth Management Associates, Inc. | 3.31% | No change | 26,390 | $7.1M |
| Global Trust Asset Management, LLC | 2.84% | Reduce -0.3% | 26,325 | $7.0M |
| Wealth Effects LLC | 2.55% | Reduce -1.2% | 26,308 | $7.0M |
| SteelPeak Wealth, LLC | 0.33% | Reduce -51.0% | 26,193 | $7.0M |
| Mathes Company, Inc. | 2.56% | No change | 26,140 | $7.0M |
| Saxon Interests, Inc. | 3.31% | Add +0.8% | 26,049 | $7.0M |
| Kovack Advisors, Inc. | 0.76% | Add +4.6% | 25,939 | $6.9M |
| Accredited Investors Inc. | 0.43% | Add +0.3% | 25,738 | $6.9M |
| Advisory Alpha, LLC | 0.27% | Reduce -3.0% | 25,630 | $6.9M |
| L & S Advisors Inc | 0.88% | Reduce -0.7% | 25,559 | $6.8M |
| Sand Hill Global Advisors, LLC | 0.31% | Add +10.6% | 25,341 | $6.8M |
| Retirement Planning Group, LLC | 0.43% | Add +0.2% | 25,265 | $6.8M |
| Cyndeo Wealth Partners, LLC | 0.53% | Add +1.6% | 25,231 | $6.7M |
| Waldron Private Wealth LLC | 0.30% | Add +6.4% | 25,135 | $6.7M |
| Evergreen Wealth Management, LLC | 4.47% | Add +0.0% | 25,205 | $6.7M |
| C M Bidwell & Associates Ltd. | 4.51% | Reduce -1.9% | 25,154 | $6.7M |
| Ramiah Investment Group | 6.57% | Reduce -0.3% | 25,149 | $6.7M |
| Integral Investment Advisors, Inc. | 2.47% | Add +164.9% | 24,854 | $6.7M |
| Romano Brothers and Company | 0.93% | Add +0.6% | 24,973 | $6.7M |
| Keyes, Stange & Wooten Wealth Management, LLC | 4.65% | Reduce -2.4% | 24,960 | $6.7M |
| Van Strum & Towne Inc. | 2.42% | Add +0.0% | 24,908 | $6.7M |
| Arrowroot Family Office, LLC | 4.26% | Add +0.1% | 24,861 | $6.7M |
| Fairhaven Wealth Management, LLC | 2.18% | Add +0.3% | 24,633 | $6.6M |
| Glen Eagle Advisors, LLC | 1.20% | Add +1.8% | 24,513 | $6.6M |
| United Services Automobile Association | 0.17% | Reduce -8.7% | 24,457 | $6.5M |
| PFG Investments, LLC | 0.47% | Reduce -12.9% | 24,403 | $6.5M |
| RHS Financial, LLC | 3.96% | Reduce -0.9% | 24,206 | $6.5M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -24.9% | 24,150 | $6.5M |
| Advus Financial Partners, LLC | 1.96% | Reduce -0.4% | 24,014 | $6.4M |
| Pachira Investments Inc. | 5.69% | Add +6.0% | 24,013 | $6.4M |
| Procyon Advisors, LLC | 0.47% | Reduce -2.2% | 23,915 | $6.4M |
| CX Institutional | 0.30% | No change | 23,841 | $6.4M |
| Cutler Investment Counsel LLC | 0.87% | Add +0.2% | 23,718 | $6.4M |
| Strategic Point Investment Advisors, LLC | 1.14% | Reduce -4.2% | 23,779 | $6.4M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.17% | New | 23,765 | $6.4M |
| Forte Capital LLC | 0.77% | Add +0.8% | 23,757 | $6.4M |
| Accel Wealth Management | 2.52% | Add +5.7% | 23,511 | $6.3M |
| Good Life Advisors, LLC | 0.52% | Add +9.3% | 23,455 | $6.3M |
| Girard Partners LTD. | 0.59% | Reduce -5.0% | 23,444 | $6.3M |
| Boston Family Office LLC | 0.45% | Add +2.5% | 23,345 | $6.2M |
| Family Wealth Partners, LLC | 3.21% | Add +9.4% | 23,103 | $6.2M |
| Jacobi Capital Management LLC | 0.53% | Reduce -76.6% | 22,853 | $6.1M |
| Spire Wealth Management | 0.21% | Reduce -14.6% | 22,697 | $6.1M |
| M3 Advisory Group, LLC | 4.97% | Add +2.5% | 22,562 | $6.0M |
| National Bank of Canada | 0.01% | Reduce -1.3% | 22,551 | $6.0M |
| Spinnaker Investment Group, LLC | 1.66% | Add +1.4% | 22,526 | $6.0M |
| Seamount Financial Group Inc. | 4.88% | Add +0.9% | 22,368 | $6.0M |
| Tenret Co LLC | 4.11% | Add +0.0% | 22,188 | $5.9M |
| WoodTrust Financial Corp | 0.92% | New | 22,160 | $5.9M |
| R. W. Roge & Company, Inc. | 3.38% | Reduce -4.5% | 22,097 | $5.9M |
| RVW Wealth, LLC | 0.59% | Add +3.0% | 22,088 | $5.9M |
| Painted Porch Advisors LLC | 3.33% | Add +0.1% | 22,034 | $5.9M |
| Absolute Capital Management, LLC | 3.57% | Add +2.7% | 22,004 | $5.9M |
| Pullen Investment Management, LLC | 4.88% | Add +3.7% | 22,016 | $5.9M |
| Endowment Wealth Management, Inc. | 4.28% | Add +1.1% | 21,964 | $5.9M |
| Stevens Capital Partners | 3.03% | Reduce -1.1% | 21,957 | $5.9M |
| WCG Wealth Advisors LLC | 0.43% | Add +54.2% | 21,790 | $5.8M |
| Midland Wealth Advisors, LLC | 0.35% | Add +0.3% | 21,774 | $5.8M |
| Inscription Capital, LLC | 0.94% | Add +2.2% | 21,702 | $5.8M |
| Essex Private Wealth Management, LLC | 14.75% | Add +11.4% | 21,673 | $5.8M |
| Diversify Advisory Services, LLC | 0.32% | Reduce -23.1% | 21,280 | $5.8M |
| Weitzel Financial Services, Inc. | 2.89% | Add +8.1% | 21,614 | $5.8M |
| Washington Trust Bank | 0.57% | Reduce -14.8% | 21,637 | $5.8M |
| TD Private Client Wealth LLC | 0.18% | Reduce -4.2% | 21,628 | $5.8M |
| Arete Wealth Advisors, LLC | 0.47% | Add +1.2% | 21,517 | $5.8M |
| Human Investing LLC | 1.12% | Add +1.8% | 21,530 | $5.8M |
| Tenon Financial LLC | 4.49% | Add +104.3% | 21,513 | $5.8M |
| Osborne Partners Capital Management, LLC | 0.34% | Reduce -8.8% | 21,429 | $5.7M |
| Custos Family Office, LLC | 2.29% | Add +2248.8% | 21,421 | $5.7M |
| Martin Capital Advisors, LLP | 4.29% | Add +12.7% | 21,392 | $5.7M |
| Wimmer Associates 1, LLC | 2.93% | No change | 21,390 | $5.7M |
| Lokken Investment Group LLC | 2.68% | Add +7.3% | 21,302 | $5.7M |
| Acima Private Wealth, LLC | 2.08% | Reduce -0.1% | 21,194 | $5.7M |
| Greenspring Advisors, LLC | 1.36% | No change | 21,110 | $5.6M |
| Auto-Owners Insurance Co | 0.15% | No change | 21,000 | $5.6M |
| Advocate Group LLC | 1.13% | Reduce -0.1% | 20,955 | $5.6M |
| Sabal Trust CO | 0.33% | Reduce -4.3% | 20,928 | $5.6M |
| Norris Financial Group, LLC | 2.90% | Add +15.1% | 20,850 | $5.6M |
| Gerber Kawasaki Wealth & Investment Management | 0.28% | Reduce -1.1% | 20,828 | $5.6M |
| Beaird Harris Wealth Management, LLC | 0.52% | Reduce -0.5% | 20,808 | $5.6M |
| Pitti Group Wealth Management, LLC | 6.04% | Add +1.6% | 23,403 | $5.6M |
| Synergy Asset Management, LLC | 0.87% | Add +27.9% | 20,678 | $5.5M |
| NWF Advisory Services Inc. | 0.88% | Add +3.1% | 20,671 | $5.5M |
| Schechter Investment Advisors, LLC | 0.42% | Add +0.2% | 20,660 | $5.5M |
| Mayflower Financial Advisors, LLC | 0.91% | Reduce -0.8% | 20,654 | $5.5M |
| Mitchell Sinkler & Starr | 1.42% | Add +2.3% | 20,355 | $5.5M |
| Pitcairn Co. | 0.34% | Reduce -19.3% | 20,527 | $5.5M |
| Kwmg, LLC | 0.59% | Reduce -0.0% | 20,514 | $5.5M |
| Swmg, LLC | 2.44% | Reduce -0.8% | 20,485 | $5.5M |
| Hurlow Wealth Management Group, Inc. | 1.87% | Reduce -0.2% | 20,352 | $5.4M |
| Founders Financial Securities LLC | 0.51% | Add +0.9% | 20,319 | $5.4M |
| Sax Wealth Advisors, LLC | 0.52% | Add +6.6% | 20,262 | $5.4M |
| Cibc World Market Inc. | 0.01% | Reduce -43.1% | 20,239 | $5.4M |
| Copperwynd Financial, LLC | 1.76% | Add +9.8% | 19,807 | $5.4M |
| West Financial Advisors, LLC | 1.12% | Reduce -2.3% | 20,143 | $5.4M |
| Certuity, LLC | 0.43% | Reduce -0.5% | 20,084 | $5.4M |
| Florida Trust Wealth Management Co | 0.18% | Add +13.8% | 20,069 | $5.4M |
| Claro Advisors Inc. | 0.84% | Reduce -20.9% | 20,040 | $5.4M |
| LGL Partners, LLC | 0.78% | No change | 20,029 | $5.4M |
| Avior Wealth Management, LLC | 0.23% | Reduce -4.3% | 19,979 | $5.3M |
| L.M. Kohn & Company | 1.44% | Add +0.5% | 19,930 | $5.3M |
| First Citizens Financial Corp | 3.15% | Add +16.7% | 19,917 | $5.3M |
| Guardian Wealth Advisors, LLC / NC | 0.62% | Add +0.2% | 19,846 | $5.3M |
| Fi3 FINANCIAL ADVISORS, LLC | 2.33% | Add +2.8% | 19,780 | $5.3M |
| PDS Planning, Inc | 0.53% | Reduce -1.4% | 19,776 | $5.3M |
| GTS Securities LLC | 0.11% | Add +115.9% | 19,769 | $5.3M |
| Bogart Wealth, LLC | 0.27% | Add +21.6% | 19,731 | $5.3M |
| Partners Capital Investment Group, LLP | 0.09% | Reduce -85.8% | 19,568 | $5.3M |
| NorthCrest Asset Manangement, LLC | 0.17% | Add +1.5% | 19,685 | $5.3M |
| Buckingham Capital Management, Inc. | 0.63% | Reduce -1.9% | 19,598 | $5.2M |
| Plan Group Financial, LLC | 3.20% | Reduce -7.3% | 19,574 | $5.2M |
| Blume Capital Management, Inc. | 1.25% | No change | 19,274 | $5.2M |
| Priebe Wealth Holdings LLC | 4.08% | Reduce -1.5% | 19,242 | $5.1M |
| West Paces Advisors Inc. | 1.33% | Add +0.5% | 19,135 | $5.1M |
| John W. Brooker & Co., CPAs | 2.56% | Reduce -0.3% | 19,128 | $5.1M |
| Wealth Architects, LLC | 0.62% | Reduce -4.1% | 19,110 | $5.1M |
| Rehmann Capital Advisory Group | 0.37% | Add +6.6% | 19,100 | $5.1M |
| Tarbox Family Office, Inc. | 0.90% | Reduce -0.0% | 19,062 | $5.1M |
| Transform Wealth, LLC | 0.38% | Reduce -4.0% | 18,965 | $5.1M |
| ARK & TLK Investments, LLC | 1.89% | Add +2.0% | 18,921 | $5.1M |
| Legacy Wealth Management, LLC / MS | 2.14% | Reduce -9.5% | 18,918 | $5.1M |
| SilverOak Wealth Management LLC | 1.22% | Add +0.8% | 18,915 | $5.1M |
| Traveka Wealth, LLC | 2.47% | Reduce -0.5% | 18,897 | $5.1M |
| Kennicott Capital Management LLC | 2.10% | Reduce -0.8% | 18,890 | $5.1M |
| BOK Financial Private Wealth, Inc. | 0.37% | Reduce -1.1% | 18,795 | $5.0M |
| Tower Research Capital LLC (TRC) | 0.09% | Add +10206.0% | 18,860 | $5.0M |
| Quarry Hill Advisors, LLC | 3.37% | Reduce -8.5% | 18,843 | $5.0M |
| Next Capital Management LLC | 2.13% | No change | 18,842 | $5.0M |
| Tandem Wealth Advisors LLC | 2.69% | Add +0.6% | 18,743 | $5.0M |
| Evergreen Capital Management LLC | 0.18% | Reduce -0.1% | 18,665 | $5.0M |
| Victory Financial Group, LLC | 2.34% | Add +2.9% | 18,666 | $5.0M |
| Level Financial Advisors | 2.16% | Add +1.7% | 18,609 | $5.0M |
| Durante & Waters, LLC | 4.42% | Reduce -1.8% | 18,566 | $5.0M |
| Naples Global Advisors, LLC | 0.50% | Add +0.1% | 18,498 | $5.0M |
| Squire Investment Management Company, LLC | 2.81% | Add +5.2% | 18,552 | $5.0M |
| BayBridge Capital Group, LLC | 3.88% | Add +0.5% | 18,535 | $5.0M |
| Platt Investment Counsel, LLC | 4.75% | New | 18,445 | $4.9M |
| Parkside Advisors LLC | 1.25% | Reduce -0.5% | 18,291 | $4.9M |
| Wealthstream Advisors, Inc. | 1.80% | Reduce -0.3% | 18,342 | $4.9M |
| McIlrath & Eck, LLC | 0.73% | Reduce -3.1% | 18,339 | $4.9M |
| Intrua Financial, LLC | 0.80% | Reduce -1.2% | 18,278 | $4.9M |
| Rockingstone Advisors LLC | 2.51% | Add +0.4% | 18,267 | $4.9M |
| Evercore Wealth Management, LLC | 0.08% | Reduce -1.8% | 18,207 | $4.9M |
| FAS Wealth Partners, Inc. | 0.42% | Reduce -2.9% | 18,178 | $4.9M |
| Flagship Private Wealth, LLC | 2.88% | Reduce -3.2% | 18,166 | $4.9M |
| Syntegra Private Wealth Group, LLC | 0.62% | Reduce -0.2% | 18,096 | $4.8M |
| Lebenthal Global Advisors, LLC | 1.06% | Add +2.0% | 18,060 | $4.8M |
| Valley Financial Group, Inc. | 3.54% | Reduce -0.7% | 17,989 | $4.8M |
| Stonegate Investment Group, LLC | 0.14% | Reduce -3.4% | 17,946 | $4.8M |
| Strid Group, LLC | 0.79% | Reduce -11.9% | 17,938 | $4.8M |
| Manchester Capital Management LLC | 0.58% | Add +6.4% | 17,932 | $4.8M |
| Howland Capital Management LLC | 0.23% | Add +6.2% | 17,831 | $4.8M |
| Forum Financial Management, LP | 0.09% | Reduce -6.6% | 17,875 | $4.8M |
| Studio Investment Management LLC | 1.08% | Add +1.0% | 17,647 | $4.8M |
| Kaydan Wealth Management, Inc. | 1.68% | Reduce -1.4% | 17,702 | $4.7M |
| First Heartland Consultants, Inc. | 0.47% | Add +4.7% | 17,657 | $4.7M |
| QRG Capital Management, Inc. | 0.06% | Add +14.2% | 17,590 | $4.7M |
| Avestar Capital, LLC | 0.52% | Add +18.5% | 17,497 | $4.7M |
| Wesbanco Bank Inc. | 0.17% | Reduce -0.2% | 17,478 | $4.7M |
| Lakeside Advisors, INC. | 3.04% | Reduce -12.2% | 17,473 | $4.7M |
| Insigneo Advisory Services, LLC | 0.53% | Add +15.5% | 18,302 | $4.7M |
| Stone Summit Wealth LLC | 1.67% | Add +4.6% | 17,416 | $4.7M |
| First National Bank of Omaha | 0.31% | Add +17.3% | 17,402 | $4.7M |
| Riverview Capital Advisers, LLC | 1.57% | Add +7.9% | 17,400 | $4.7M |
| Compound Planning, Inc. | 0.34% | Add +1.0% | 17,391 | $4.7M |
| Resonant Capital Advisors, LLC | 0.38% | Add +4.7% | 17,292 | $4.6M |
| American Financial Advisors, LLC | 0.66% | Reduce -0.9% | 17,318 | $4.6M |
| Orcam Financial Group | 4.97% | Add +11.6% | 17,309 | $4.6M |
| Moody LYNN Lieberson & Walker, LLC | 0.30% | Add +1.0% | 17,305 | $4.6M |
| Moisand Fitzgerald Tamayo, LLC | 0.69% | Reduce -1.0% | 17,272 | $4.6M |
| Ironsides Asset Advisors, LLC | 1.53% | Add +10.2% | 17,225 | $4.6M |
| Gray Wealth Management Inc. | 1.99% | Add +11.1% | 17,225 | $4.6M |
| Yeomans Consulting Group, Inc. | 1.77% | Add +103.5% | 17,082 | $4.6M |
| Guyasuta Investment Advisors Inc. | 0.34% | Reduce -2.0% | 19,258 | $4.6M |
| Snowden Capital Advisors LLC | 0.14% | Add +4.0% | 16,963 | $4.6M |
| Cromwell Holdings LLC | 2.70% | — | 16,825 | $4.5M |
| Rockwood Wealth Management, LLC | 0.55% | Add +25.0% | 16,882 | $4.5M |
| KPP Advisory Services LLC | 1.20% | Add +2.8% | 16,871 | $4.5M |
| Lion Street Advisors, LLC | 1.67% | Reduce -5.0% | 16,847 | $4.5M |
| Meritage Portfolio Management | 0.28% | Add +1.5% | 16,760 | $4.5M |
| Capital Investment Counsel, LLC | 0.88% | Add +18.6% | 16,700 | $4.5M |
| Sage Financial Group Inc. | 0.39% | Reduce -0.4% | 16,623 | $4.4M |
| Wbi Investments, LLC | 1.08% | Add +0.3% | 16,602 | $4.4M |
| Private Capital Management LLC | 0.88% | Add +1.8% | 16,596 | $4.4M |
| Arista Wealth Management, LLC | 1.17% | Add +51.3% | 16,570 | $4.4M |
| TFB Advisors LLC | 1.44% | Reduce -5.2% | 16,559 | $4.4M |
| Kohmann Bosshard Financial Services, LLC | 0.59% | Reduce -0.8% | 16,456 | $4.4M |
| Larson Financial Group LLC | 0.30% | Add +10.9% | 16,322 | $4.4M |
| Coyle Financial Counsel LLC | 1.55% | No change | 16,719 | $4.3M |
| Safeguard Financial, LLC | 1.21% | Reduce -18.7% | 16,235 | $4.3M |
| BluePointe Capital Management, LLC | 2.90% | No change | 16,115 | $4.3M |
| Rf&l Wealth Management, LLC | 3.29% | Reduce -0.8% | 16,143 | $4.3M |
| Keener Financial Planning LLC | 2.82% | Add +12.1% | 16,138 | $4.3M |
| Earned Wealth Advisors, LLC | 1.64% | Reduce -3.3% | 16,135 | $4.3M |
| WealthBridge Capital Management, LLC | 1.43% | Reduce -1.0% | 16,121 | $4.3M |
| Janiczek Wealth Management, LLC | 0.90% | No change | 16,106 | $4.3M |
| BancFirst Trust & Investment Management | 2.03% | Reduce -1.6% | 15,998 | $4.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.48% | Reduce -22.6% | 16,083 | $4.3M |
| Lam Group, Inc. | 3.63% | No change | 16,082 | $4.3M |
| Kathmere Capital Management, LLC | 0.46% | Add +17.6% | 16,065 | $4.3M |
| Whittier Trust Co. | 0.06% | Add +62.1% | 16,062 | $4.3M |
| Sheaff Brock Investment Advisors, LLC | 0.40% | Add +3.3% | 16,000 | $4.3M |
| United Bank | 0.53% | No change | 16,000 | $4.3M |
| Pps&v Asset Management Consultants, Inc. | 3.06% | Add +1.5% | 15,996 | $4.3M |
| Lumbard & Kellner, LLC | 2.02% | Reduce -1.3% | 15,965 | $4.3M |
| Plante Moran Financial Advisors, LLC | 0.42% | Add +1.7% | 15,886 | $4.2M |
| Drive Wealth Management, LLC | 1.14% | Reduce -42.0% | 15,777 | $4.2M |
| McLean Asset Management Corp | 1.37% | Add +0.2% | 15,364 | $4.2M |
| Greenhouse Wealth Management, LLC | 3.08% | Reduce -0.2% | 15,788 | $4.2M |
| Ausdal Financial Partners, Inc. | 0.45% | Reduce -8.4% | 15,742 | $4.2M |
| Black Diamond Financial, LLC | 0.81% | Add +12.4% | 15,699 | $4.2M |
| Harrell Investment Partners, LLC | 1.22% | Reduce -14.4% | 15,699 | $4.2M |
| D.B. Root & Company, LLC | 1.43% | Reduce -10.2% | 15,688 | $4.2M |
| DBK Financial Counsel, LLC | 4.57% | Reduce -10.9% | 15,681 | $4.2M |
| Shufro Rose & Co. LLC | 0.34% | Add +26.6% | 15,641 | $4.2M |
| Montis Financial, LLC | 1.91% | Reduce -33.9% | 15,582 | $4.2M |
| Palisade Asset Management, LLC | 0.43% | Add +14.0% | 15,580 | $4.2M |
| Private Wealth Partners, LLC | 0.31% | Reduce -5.4% | 15,561 | $4.2M |
| Arbor Wealth Advisors LLC | 4.10% | Add +0.5% | 15,536 | $4.2M |
| Legacy Financial Advisors, Inc. | 0.74% | Add +7.8% | 15,459 | $4.1M |
| Cannell & Spears LLC | 0.09% | Add +0.6% | 15,434 | $4.1M |
| Perennial Advisors, LLC | 0.93% | Add +1.9% | 15,431 | $4.1M |
| JPL Wealth Management, LLC | 2.01% | Add +113.6% | 15,374 | $4.1M |
| HM Payson & Co. | 0.07% | Reduce -0.3% | 15,358 | $4.1M |
| Qube Research & Technologies Ltd | 0.01% | Add +138.0% | 15,330 | $4.1M |
| Bluestem Financial Advisors, LLC | 2.07% | Reduce -6.4% | 15,324 | $4.1M |
| Smart Money Group LLC | 1.46% | Add +0.9% | 15,013 | $4.1M |
| Fingerlakes Wealth Management, Inc. | 3.65% | Reduce -1.0% | 15,204 | $4.1M |
| James J. Burns & Company, LLC | 0.80% | Add +51.8% | 15,143 | $4.1M |
| Synovus Financial Corp. | 0.05% | Reduce -5.0% | 15,147 | $4.1M |
| Lazari Capital Management, Inc. | 1.83% | Add +659.1% | 15,137 | $4.0M |
| Csenge Advisory Group | 0.23% | Add +2.9% | 15,117 | $4.0M |
| Boston Trust Walden Corp | 0.03% | No change | 15,113 | $4.0M |
| Flagstar Securities, Inc. | 1.10% | Add +0.1% | 14,970 | $4.0M |
| Gries Financial LLC | 0.82% | Reduce -0.4% | 14,957 | $4.0M |
| Shakespeare Wealth Management, LLC | 1.15% | Add +12.7% | 14,881 | $4.0M |
| Values Added Financial LLC | 2.87% | Reduce -1.7% | 14,874 | $4.0M |
| Silvercrest Asset Management Group LLC | 0.03% | Reduce -13.0% | 14,805 | $4.0M |
| Hoese & Co LLP | 3.45% | Reduce -5.4% | 15,183 | $4.0M |
| Capital Advisors Wealth Management, LLC | 0.78% | Add +6.9% | 14,775 | $4.0M |
| Kingswood Wealth Advisors, LLC | 0.36% | Add +19.1% | 14,764 | $3.9M |
| Ledyard National Bank | 0.38% | Reduce -5.2% | 14,762 | $3.9M |
| Meridian Wealth Partners, LLC | 0.70% | Reduce -8.2% | 14,757 | $3.9M |
| Gerber, LLC | 3.10% | Reduce -0.8% | 14,746 | $3.9M |
| Kathleen S. Wright Associates Inc. | 1.81% | Add +51.3% | 14,665 | $3.9M |
| Trademark Financial Management, LLC | 3.20% | Reduce -0.2% | 14,687 | $3.9M |
| Cynosure Group, LLC | 0.63% | Add +2.8% | 14,671 | $3.9M |
| BNC Wealth Management, LLC | 1.46% | Add +3.9% | 14,649 | $3.9M |
| Nvwm, LLC | 1.04% | Reduce -0.4% | 14,550 | $3.9M |
| Encompass More Asset Management | 2.77% | Add +13.2% | 14,504 | $3.9M |
| Iron Gate Global Advisors LLC | 0.65% | Reduce -0.1% | 14,481 | $3.9M |
| Councilmark Asset Management, LLC | 2.74% | No change | 14,480 | $3.9M |
| Capital Investment Advisors, LLC | 0.09% | Add +0.9% | 14,444 | $3.9M |
| Prepared Retirement Institute LLC | 2.56% | Add +1182.0% | 14,410 | $3.9M |
| Successful Portfolios LLC | 2.68% | Add +5.9% | 14,343 | $3.8M |
| Legal Advantage Investments, Inc. | 2.21% | No change | 14,322 | $3.8M |
| Columbus Macro, LLC | 1.48% | Add +0.3% | 14,042 | $3.8M |
| Rothschild Investment LLC | 0.27% | Reduce -0.9% | 14,274 | $3.8M |
| Summit Global Investments | 0.27% | Reduce -4.0% | 14,274 | $3.8M |
| Pinnacle Financial Group, LLC / IL | 1.63% | Add +0.3% | 14,227 | $3.8M |
| Realta Investment Advisors | 0.75% | Add +0.0% | 14,249 | $3.8M |
| Narus Financial Partners, LLC | 1.53% | Reduce -2.3% | 14,162 | $3.8M |
| Estate Counselors, LLC | 0.41% | Reduce -0.6% | 14,199 | $3.8M |
| Smith Salley Wealth Management | 0.27% | No change | 14,141 | $3.8M |
| Gateway Wealth Partners, LLC | 1.14% | Reduce -20.4% | 14,126 | $3.8M |
| Members Wealth LLC | 2.53% | — | 12,359 | $3.8M |
| TruNorth Capital Management, LLC | 1.22% | Add +543.8% | 14,111 | $3.8M |
| ProVise Management Group, LLC | 0.32% | Reduce -0.5% | 14,093 | $3.8M |
| Charter Oak Capital Management, LLC | 0.39% | Reduce -3.5% | 14,085 | $3.8M |
| Kendall Capital Management | 1.26% | Reduce -0.3% | 14,079 | $3.8M |
| Vicus Capital | 0.34% | Reduce -1.0% | 14,058 | $3.8M |
| NavPoint Financial, Inc. | 3.25% | No change | 13,996 | $3.7M |
| SeaCrest Wealth Management, LLC | 0.43% | Reduce -0.9% | 13,993 | $3.7M |
| Soltis Investment Advisors LLC | 0.40% | Add +9.7% | 13,989 | $3.7M |
| Colonial River Investments, LLC | 2.01% | Add +0.3% | 13,977 | $3.7M |
| Von Berge Wealth Management Group, LLC | 2.37% | Add +0.4% | 13,921 | $3.7M |
| Bryn Mawr Trust Advisors, LLC | 0.21% | Add +0.8% | 13,919 | $3.7M |
| Foresight Capital Management Advisors, Inc. | 2.52% | Add +0.8% | 13,895 | $3.7M |
| Strategies Wealth Advisors, LLC | 0.54% | Add +4.1% | 13,875 | $3.7M |
| Bear Mountain Capital, Inc. | 1.51% | No change | 13,452 | $3.7M |
| Anchor Investment Management, LLC | 0.38% | Add +12.5% | 13,851 | $3.7M |
| Sentry LLC | 0.68% | Reduce -0.3% | 13,802 | $3.7M |
| Hanson & Doremus Investment Management | 0.62% | Reduce -5.5% | 13,767 | $3.7M |
| Letson Investment Management, Inc. | 1.63% | No change | 13,757 | $3.7M |
| PAX Financial Group, LLC | 0.72% | Reduce -11.4% | 13,751 | $3.7M |
| Waterloo Capital, L.P. | 0.44% | Reduce -2.2% | 13,744 | $3.7M |
| Lantern Wealth Advisors, LLC | 2.65% | Add +8.3% | 13,662 | $3.7M |
| Pegasus Asset Management, Inc. | 1.13% | Reduce -1.5% | 13,614 | $3.6M |
| XML Financial, LLC | 0.37% | Add +12.1% | 13,603 | $3.6M |
| Capasso Planning Partners LLC | 1.18% | Add +12.4% | 13,586 | $3.6M |
| Cherry Tree Wealth Management, LLC | 0.91% | Reduce -1.0% | 13,556 | $3.6M |
| Schroder Investment Management Group | 0.00% | Reduce -75.4% | 13,553 | $3.6M |
| Krilogy Financial LLC | 0.27% | Reduce -0.3% | 13,545 | $3.6M |
| BSW Wealth Partners | 0.59% | Add +10.2% | 13,536 | $3.6M |
| Trust Co. of Vermont | 0.20% | Reduce -5.8% | 13,533 | $3.6M |
| O'ROURKE & COMPANY, Inc | 2.03% | Add +5.5% | 13,495 | $3.6M |
| 626 Financial, LLC | 2.09% | No change | 13,485 | $3.6M |
| Carl P. Sherr & Co., LLC | 2.01% | Reduce -0.6% | 13,477 | $3.6M |
| City Holding Co. | 0.53% | Add +1.0% | 13,458 | $3.6M |
| Long Run Wealth Advisors, LLC | 0.91% | Add +233.6% | 13,443 | $3.6M |
| Mitchell McLeod Pugh & Williams Inc. | 0.82% | Add +1.3% | 13,436 | $3.6M |
| Strategic Financial Planning, Inc. | 2.59% | Reduce -1.1% | 13,431 | $3.6M |
| Washington Trust Advisors, Inc. | 0.33% | Reduce -4.3% | 13,414 | $3.6M |
| American Institute for Advanced Investment Management, LLP | 2.75% | Add +0.1% | 13,410 | $3.6M |
| Crestwood Advisors Group, LLC | 0.07% | No change | 13,362 | $3.6M |
| Fiduciary Group, LLC | 0.39% | Add +0.7% | 13,362 | $3.6M |
| Embree Financial Group | 0.69% | Add +0.4% | 13,347 | $3.6M |
| Capital Insight Partners, LLC | 0.67% | Reduce -3.2% | 13,342 | $3.6M |
| Chicago Capital, LLC | 0.11% | Add +37.0% | 13,303 | $3.6M |
| Gallacher Capital Management LLC | 1.87% | Add +0.2% | 13,283 | $3.6M |
| Planning Capital Management Corp | 2.50% | Reduce -10.2% | 13,239 | $3.5M |
| Coordinated Financial Services, Inc. | 3.06% | Reduce -7.7% | 13,167 | $3.5M |
| Old National Bancorp | 0.08% | Add +3.1% | 13,049 | $3.5M |
| Nikulski Financial, Inc. | 1.11% | Reduce -1.1% | 13,028 | $3.5M |
| Gentry Private Wealth, LLC | 3.06% | — | 13,011 | $3.5M |
| Mattern Wealth Management LLC | 0.83% | No change | 12,973 | $3.5M |
| Fort Henry Capital, LLC | 2.48% | Add +8.9% | 12,904 | $3.5M |
| Hill Investment Group Partners, LLC | 0.46% | Reduce -0.6% | 12,590 | $3.4M |
| Ashton Thomas Private Wealth, LLC | 0.19% | Reduce -1.6% | 12,851 | $3.4M |
| Pinion Investment Advisors, LLC | 1.70% | Reduce -3.3% | 12,794 | $3.4M |
| Twin Lakes Capital Management, LLC | 2.33% | No change | 12,775 | $3.4M |
| Hudson Value Partners, LLC | 1.44% | Reduce -10.1% | 12,765 | $3.4M |
| Exchange Bank | 2.90% | Add +6.6% | 12,749 | $3.4M |
| Quadcap Wealth Management, LLC | 0.62% | Reduce -0.1% | 12,729 | $3.4M |
| Lakewood Asset Management LLC | 2.37% | Add +0.6% | 12,729 | $3.4M |
| Index Fund Advisors, Inc. | 0.19% | Reduce -19.3% | 12,724 | $3.4M |
| Biltmore Family Office, LLC | 0.62% | No change | 12,626 | $3.4M |
| Clear Creek Financial Management, LLC | 0.41% | Reduce -2.1% | 12,584 | $3.4M |
| Barton Investment Management | 0.45% | Reduce -0.9% | 12,576 | $3.4M |
| Marotta Asset Management | 0.70% | Reduce -31.3% | 12,544 | $3.4M |
| CCG Wealth Management, LLC | 1.89% | Reduce -4.6% | 12,519 | $3.3M |
| Jordan Park Group LLC | 0.26% | Reduce -3.7% | 12,519 | $3.3M |
| Blue Edge Capital, LLC | 0.55% | Add +0.3% | 12,516 | $3.3M |
| Edgestream Partners, L.P. | 0.16% | Add +19.7% | 12,500 | $3.3M |
| Verity Asset Management, Inc. | 1.31% | Add +98.0% | 12,482 | $3.3M |
| Mad River Investors | 2.24% | No change | 12,482 | $3.3M |
| YHB Investment Advisors, Inc. | 0.29% | Add +1.3% | 12,449 | $3.3M |
| Fulton Bank, N.A. | 0.13% | Add +0.8% | 12,428 | $3.3M |
| Strategic Blueprint, LLC | 0.23% | Reduce -3.1% | 12,411 | $3.3M |
| First National Bank of Mount Dora, Trust Investment Services | 0.80% | No change | 12,391 | $3.3M |
| Boston Research & Management Inc. | 0.84% | No change | 12,380 | $3.3M |
| LaSalle St. Investment Advisors, LLC | 1.65% | Reduce -6.8% | 12,366 | $3.3M |
| True Wealth Design, LLC | 0.82% | Reduce -4.1% | 12,362 | $3.3M |
| Bright Financial Advisors, Inc. | 2.33% | No change | 12,331 | $3.3M |
| Treasure Coast Financial Planning | 2.17% | Reduce -0.3% | 12,325 | $3.3M |
| Caldwell Trust Co | 0.36% | Reduce -1.8% | 12,252 | $3.3M |
| CWS Financial Advisors, LLC | 1.29% | Add +1.3% | 12,247 | $3.3M |
| Adero Partners, LLC | 0.24% | Add +44.5% | 12,212 | $3.3M |
| CFS Investment Advisory Services, LLC | 0.26% | New | 12,196 | $3.3M |
| Blue Trust, Inc. | 0.04% | No change | 12,507 | $3.3M |
| Merriman Wealth Management, LLC | 0.14% | Add +2.9% | 12,093 | $3.2M |
| World Investment Advisors | 0.20% | Add +283.7% | 12,109 | $3.2M |
| Tradewinds, LLC. | 0.99% | New | 12,099 | $3.2M |
| CMG Global Holdings, LLC | 2.14% | Reduce -0.2% | 12,092 | $3.2M |
| Miller Investment Management, LP | 0.39% | Add +0.6% | 12,072 | $3.2M |
| First National Advisers, LLC | 0.59% | Add +130.7% | 12,052 | $3.2M |
| Treynor Bancshares, Inc. | 3.34% | Reduce -19.8% | 11,930 | $3.2M |
| Gladstone Institutional Advisory LLC | 0.17% | Add +7.3% | 11,929 | $3.2M |
| Empowered Funds, LLC | 0.06% | Reduce -95.3% | 11,921 | $3.2M |
| Five Oceans Advisors | 1.67% | Reduce -3.0% | 11,879 | $3.2M |
| AllGen Financial Advisors, Inc. | 1.20% | New | 11,847 | $3.2M |
| Brown Miller Wealth Management, LLC | 1.31% | Reduce -1.5% | 11,832 | $3.2M |
| Mosley Wealth Management | 2.69% | Add +8.4% | 11,815 | $3.2M |
| MCF Advisors LLC | 0.24% | No change | 11,720 | $3.1M |
| Bare Financial Services, Inc | 1.65% | Reduce -3.7% | 11,504 | $3.1M |
| Dunhill Financial, LLC | 1.95% | No change | 11,712 | $3.1M |
| Waypoint Capital Advisors, LLC | 0.78% | Reduce -4.5% | 11,672 | $3.1M |
| American Trust | 0.25% | Reduce -6.6% | 11,618 | $3.1M |
| Outfitters Financial LLC | 2.57% | Reduce -0.2% | 11,533 | $3.1M |
| Madrona Financial Services, LLC | 0.95% | Add +5.2% | 11,529 | $3.1M |
| Davis Capital Management | 2.68% | Add +9.0% | 11,497 | $3.1M |
| Madden Advisory Services, Inc. | 1.56% | Reduce -0.7% | 11,488 | $3.1M |
| Fort Point Capital Partners LLC | 0.39% | Reduce -5.4% | 11,446 | $3.1M |
| First Citizens Bank & Trust Co. | 0.06% | Reduce -1.1% | 11,437 | $3.1M |
| Bedel Financial Consulting, Inc. | 0.45% | Add +0.7% | 11,424 | $3.1M |
| Keel Point, LLC | 0.27% | Reduce -8.0% | 11,366 | $3.0M |
| Sunpointe, LLC | 1.97% | Add +18.7% | 11,306 | $3.0M |
| Sandy Spring Bank | 0.13% | Add +1.0% | 11,312 | $3.0M |
| Strategic Financial Partners, Ltd. | 1.67% | Add +0.3% | 11,311 | $3.0M |
| WPWealth LLP | 0.73% | No change | 11,264 | $3.0M |
| Professional Advisory Services Inc. | 0.38% | No change | 11,260 | $3.0M |
| Cadence Bank | 0.23% | No change | 11,259 | $3.0M |
| Mayfair Advisory Group, LLC | 2.04% | Add +0.6% | 10,925 | $3.0M |
| Winch Advisory Services, LLC | 0.86% | Add +4.1% | 11,200 | $3.0M |
| ALM First Financial Advisors, LLC | 0.86% | No change | 14,000 | $3.0M |
| CIBC Asset Management Inc | 0.01% | Add +9.5% | 11,382 | $3.0M |
| Faithward Advisors, LLC | 0.54% | New | 11,102 | $3.0M |
| KOM Wealth Management Group, LLC | 2.77% | Reduce -23.1% | 11,066 | $3.0M |
| EFG Asset Management (Americas) Corp. | 0.58% | New | 11,014 | $2.9M |
| Neuberger Berman Group LLC | 0.00% | Reduce -1.2% | 11,012 | $2.9M |
| Red Door Wealth Management, LLC | 0.52% | Add +2.5% | 11,010 | $2.9M |
| Westmount Partners, LLC | 0.97% | Add +3.0% | 10,949 | $2.9M |
| Gratus Capital, LLC | 0.12% | Reduce -20.3% | 10,967 | $2.9M |
| Tyche Wealth Partners LLC | 0.71% | Add +0.2% | 10,961 | $2.9M |
| Crewe Advisors LLC | 0.33% | Add +1.5% | 10,933 | $2.9M |
| Kiley Juergens Wealth Management, LLC | 0.81% | New | 10,851 | $2.9M |
| Avantax Planning Partners, Inc. | 0.09% | Reduce -9.4% | 10,833 | $2.9M |
| RFP Financial Group LLC | 1.07% | Reduce -0.0% | 10,826 | $2.9M |
| Cullen/Frost Bankers, Inc. | 0.04% | Add +140.6% | 10,819 | $2.9M |
| Park Place Capital Corp | 0.92% | No change | 10,815 | $2.9M |
| BLB&B Advisors, LLC | 0.16% | Reduce -2.4% | 10,788 | $2.9M |
| Novak & Powell Financial Services, Inc. | 1.79% | Reduce -1.1% | 10,787 | $2.9M |
| Quadrature Capital Ltd | 0.05% | Add +452.3% | 10,776 | $2.9M |
| Lodestone Wealth Management LLC | 1.52% | Reduce -0.3% | 10,779 | $2.9M |
| Mainsail Asset Management, LLC | 2.28% | Reduce -0.1% | 10,746 | $2.9M |
| 180 Wealth Advisors, LLC | 0.47% | Reduce -1.1% | 10,496 | $2.9M |
| Ashton Thomas Securities, LLC | 0.69% | — | 10,549 | $2.9M |
| Beam Wealth Advisors, Inc. | 0.96% | Reduce -0.7% | 10,743 | $2.9M |
| Alpha Cubed Investments, LLC | 0.14% | Add +1.7% | 10,726 | $2.9M |
| SOL Capital Management CO | 0.34% | Reduce -10.6% | 10,703 | $2.9M |
| Quantum Financial Advisors, LLC | 0.50% | Reduce -0.1% | 10,691 | $2.9M |
| FLC Capital Advisors | 0.70% | Reduce -0.9% | 10,683 | $2.9M |
| Fulton Breakefield Broenniman LLC | 0.21% | Add +27.8% | 10,675 | $2.9M |
| Howard Financial Services, LTD. | 0.47% | No change | 10,653 | $2.8M |
| Schneider Downs Wealth Management Advisors, LP | 0.63% | Reduce -1.1% | 10,631 | $2.8M |
| West Coast Financial LLC | 0.34% | Reduce -1.4% | 10,624 | $2.8M |
| Acorn Wealth Advisors, LLC | 1.40% | Add +0.8% | 10,599 | $2.8M |
| Householder Group Estate & Retirement Specialist, LLC | 0.80% | Reduce -6.8% | 10,601 | $2.8M |
| True Vision MN LLC | 1.82% | Reduce -43.5% | 10,451 | $2.8M |
| JFG Wealth Management, LLC | 0.80% | Reduce -13.9% | 10,484 | $2.8M |
| White Lighthouse Investment Management Inc. | 0.54% | Add +3.9% | 10,481 | $2.8M |
| Christensen, King & Associates Investment Services, Inc. | 1.38% | Add +0.3% | 10,476 | $2.8M |
| JNBA Financial Advisors | 0.30% | Reduce -0.2% | 10,475 | $2.8M |
| Smartleaf Asset Management LLC | 0.46% | Add +10.0% | 10,379 | $2.8M |
| Renasant Bank | 1.91% | Reduce -36.1% | 10,349 | $2.8M |
| Guidance Capital, Inc. | 0.91% | Add +28.0% | 10,147 | $2.8M |
| Hohimer Wealth Management, LLC | 0.64% | Reduce -59.7% | 10,325 | $2.8M |
| Marex Group Ltd | 0.07% | New | 10,318 | $2.8M |
| IMS Capital Management | 1.28% | Add +49.9% | 10,013 | $2.8M |
| Seed Wealth Management, Inc. | 2.40% | Reduce -1.0% | 10,285 | $2.8M |
| Advisors Capital Management, LLC | 0.05% | Reduce -1.3% | 10,274 | $2.7M |
| Alpha Omega Wealth Management LLC | 0.52% | Reduce -3.5% | 10,261 | $2.7M |
| Security National Bank | 0.40% | No change | 10,259 | $2.7M |
| Leo Wealth, LLC | 0.28% | Add +3.9% | 10,252 | $2.7M |
| First Foundation Advisors | 0.10% | Reduce -4.0% | 10,234 | $2.7M |
| SC&H Financial Advisors, Inc. | 0.67% | Add +2.8% | 10,227 | $2.7M |
| Tyler-Stone Wealth Management | 1.13% | Add +14.2% | 10,220 | $2.7M |
| Diversified, LLC | 0.32% | Add +560.5% | 10,211 | $2.7M |
| Hardin Capital Partners, LLC | 1.78% | — | 10,193 | $2.7M |
| BOS Asset Management, LLC | 1.26% | Reduce -4.8% | 10,160 | $2.7M |
| OMNI 360 Wealth, Inc. | 2.06% | Reduce -0.1% | 10,151 | $2.7M |
| Arcus Capital Partners, LLC | 1.04% | No change | 10,136 | $2.7M |
| Berkeley Capital Partners, LLC | 0.82% | Reduce -2.8% | 10,127 | $2.7M |
| Traynor Capital Management, Inc. | 0.23% | Add +28.4% | 10,123 | $2.7M |
| Exchange Capital Management, Inc. | 0.44% | Add +1.6% | 10,108 | $2.7M |
| Fee-Only Financial Planning, L.C. | 1.82% | Add +1.3% | 10,082 | $2.7M |
| Willis Johnson & Associates, Inc. | 0.22% | Add +5.8% | 10,068 | $2.7M |
| Lee Financial Co | 0.44% | Add +10.6% | 10,024 | $2.7M |
| Continental Investors Services, Inc. | 5.97% | Reduce -4.0% | 10,032 | $2.7M |
| Tritonpoint Wealth, LLC | 0.26% | Reduce -44.5% | 9,977 | $2.7M |
| Icon Wealth Advisors, LLC | 0.24% | Add +39.2% | 9,802 | $2.7M |
| Roof Eidam Maycock Peralta, LLC | 0.72% | No change | 9,986 | $2.7M |
| Redhawk Wealth Advisors, Inc. | 0.41% | Add +325.7% | 9,982 | $2.7M |
| Gradient Investments LLC | 0.06% | Add +2.1% | 9,957 | $2.7M |
| Selective Wealth Management, Inc. | 1.17% | Reduce -0.6% | 9,760 | $2.7M |
| Eagle Rock Investment Company, LLC | 0.48% | Add +0.4% | 9,916 | $2.7M |
| Voya Financial Advisors, Inc. | 0.30% | Reduce -0.2% | 9,841 | $2.7M |
| Arbor Investment Advisors, LLC | 0.39% | No change | 9,904 | $2.6M |
| Magnolia Capital Advisors LLC | 1.47% | New | 9,838 | $2.6M |
| Moors & Cabot, Inc. | 0.14% | Add +7.0% | 9,821 | $2.6M |
| PBMares Wealth Management LLC | 0.64% | Reduce -18.5% | 9,815 | $2.6M |
| Piedmont Capital Management, LLC | 1.78% | No change | 10,175 | $2.6M |
| National Wealth Management Group, LLC | 2.00% | Reduce -8.0% | 9,806 | $2.6M |
| Johnson Bixby & Associates, LLC | 0.44% | Add +0.4% | 9,786 | $2.6M |
| Pinnacle Bancorp, Inc. | 0.77% | Add +1.7% | 9,769 | $2.6M |
| Francis Financial, Inc. | 0.79% | Reduce -4.5% | 9,745 | $2.6M |
| B.O.S.S. Retirement Advisors, LLC | 0.67% | New | 9,740 | $2.6M |
| Creekside Partners | 1.44% | — | 9,734 | $2.6M |
| Heritage Financial Services, LLC | 0.37% | Add +4.3% | 9,682 | $2.6M |
| Royal Fund Management, LLC | 0.35% | Reduce -85.0% | 9,622 | $2.6M |
| HBW Advisory Services LLC | 0.43% | Add +79.0% | 9,659 | $2.6M |
| One Charles Private Wealth Services, LLC | 1.07% | Reduce -0.4% | 9,649 | $2.6M |
| Financial Strategies Group, Inc. | 0.65% | Add +11.3% | 9,461 | $2.6M |
| Bridgewealth Advisory Group, LLC | 1.14% | Add +2.4% | 9,615 | $2.6M |
| Farmers & Merchants Investments Inc. | 0.09% | Add +72.4% | 9,581 | $2.6M |
| Archer Investment Corp | 0.75% | Reduce -0.8% | 9,517 | $2.5M |
| Beaumont Financial Advisors, LLC | 0.20% | Reduce -4.4% | 9,462 | $2.5M |
| First Manhattan Co. Llc. | 0.01% | Reduce -4.1% | 9,417 | $2.5M |
| Collaborative Wealth Managment Inc. | 1.23% | Reduce -1.5% | 9,433 | $2.5M |
| TriaGen Wealth Management LLC | 0.97% | Add +0.3% | 9,430 | $2.5M |
| HBC Financial Services, PLLC | 1.60% | No change | 9,339 | $2.5M |
| S&T Bank | 0.64% | No change | 9,397 | $2.5M |
| Moneco Advisors, LLC | 0.37% | Add +16.0% | 9,396 | $2.5M |
| Fairman Group, LLC | 2.55% | Add +0.0% | 9,356 | $2.5M |
| Anderson Hoagland & Co. | 0.26% | Reduce -0.5% | 9,215 | $2.5M |
| Hills Bank & Trust Co | 0.20% | Add +4.1% | 9,342 | $2.5M |
| Clifford Swan Investment Counsel LLC | 0.09% | Reduce -3.6% | 9,335 | $2.5M |
| Sonora Investment Management Group, LLC | 0.20% | No change | 9,604 | $2.5M |
| Total Clarity Wealth Management, Inc. | 0.86% | Add +6.2% | 9,288 | $2.5M |
| Fortress Wealth Management, Inc. | 1.27% | Add +3.8% | 9,276 | $2.5M |
| Waypoint Wealth Partners Inc. | 0.72% | Add +1.6% | 9,255 | $2.5M |
| Sound Stewardship, LLC | 1.50% | Reduce -0.9% | 9,235 | $2.5M |
| Abbrea Capital, LLC | 0.33% | Reduce -1.1% | 9,166 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -65.3% | 9,180 | $2.5M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.19% | Reduce -7.5% | 9,153 | $2.4M |
| Carmichael Hill & Associates, Inc. | 0.99% | Add +2.5% | 9,089 | $2.4M |
| Councilor Wealth, LLC | 1.25% | Reduce -1.5% | 9,072 | $2.4M |
| Kingfisher Capital LLC | 0.57% | No change | 9,054 | $2.4M |
| Nabity-Jensen Investment Management Inc | 1.98% | Reduce -11.2% | 9,038 | $2.4M |
| Catalyst Financial Partners LLC | 0.53% | Add +346.9% | 9,028 | $2.4M |
| Main Street Group, LTD | 1.13% | Reduce -0.5% | 8,986 | $2.4M |
| Investment Advisory Services Inc. /TX | 0.88% | Reduce -0.5% | 8,960 | $2.4M |
| Eldridge Investment Advisors, Inc. | 0.60% | Reduce -0.4% | 8,954 | $2.4M |
| Plum Street Advisors, LLC | 1.40% | No change | 8,946 | $2.4M |
| Belmont Capital, LLC | 0.45% | Add +16.6% | 8,941 | $2.4M |
| Oak Hill Wealth Advisors, LLC | 0.72% | — | 8,931 | $2.4M |
| Bison Wealth, LLC | 0.39% | No change | 9,154 | $2.4M |
| Hendershot Investments Inc. | 0.34% | Add +0.2% | 8,883 | $2.4M |
| Financial Insights, Inc. | 0.66% | Reduce -6.1% | 8,869 | $2.4M |
| Bell Bank | 0.20% | Reduce -14.5% | 8,865 | $2.4M |
| Tacita Capital Inc | 1.67% | Reduce -28.6% | 8,842 | $2.4M |
| Elevation Wealth Partners, LLC | 1.12% | Reduce -3.2% | 8,833 | $2.4M |
| LongView Wealth Management | 0.87% | Add +0.3% | 8,823 | $2.4M |
| Burns Matteson Capital Management, LLC | 1.48% | Reduce -0.1% | 8,802 | $2.4M |
| Wintrust Investments LLC | 0.19% | No change | 8,717 | $2.3M |
| Kavar Capital Partners Group, LLC | 0.42% | Add +21.3% | 8,710 | $2.3M |
| J. L. Bainbridge & Co., Inc. | 0.23% | No change | 8,707 | $2.3M |
| Sfm, LLC | 1.75% | Reduce -2.6% | 8,704 | $2.3M |
| FF Advisors,LLC | 1.63% | Reduce -21.8% | 8,666 | $2.3M |
| Cahill Financial Advisors Inc. | 0.32% | Add +0.7% | 8,665 | $2.3M |
| Tempus Wealth Planning, LLC | 0.97% | Reduce -2.9% | 8,664 | $2.3M |
| Sivia Capital Partners, LLC | 1.54% | No change | 8,620 | $2.3M |
| Cook Wealth, LLC | 1.25% | Add +3.7% | 8,646 | $2.3M |
| Cascade Investment Advisors, Inc. | 1.55% | Add +2.5% | 8,613 | $2.3M |
| Secured Retirement Advisors, LLC | 1.78% | Add +1.8% | 8,538 | $2.3M |
| LPWM LLC | 0.79% | Add +7.7% | 8,377 | $2.3M |
| Waterway Wealth Management, LLC | 1.12% | Reduce -11.5% | 8,526 | $2.3M |
| Empire Financial Management Company, LLC | 0.75% | Reduce -5.5% | 8,512 | $2.3M |
| American Investment Services, Inc. | 0.40% | Reduce -0.7% | 8,505 | $2.3M |
| PCA Investment Advisory Services Inc. | 1.19% | Add +0.1% | 8,475 | $2.3M |
| Marino, Stram & Associates LLC | 0.55% | Add +6.8% | 8,474 | $2.3M |
| Werba Rubin Papier Wealth Management | 0.63% | Reduce -14.8% | 8,470 | $2.3M |
| Integrated Capital Management, Inc. | 1.81% | Reduce -1.3% | 8,461 | $2.3M |
| SWP Financial LLC | 1.49% | Reduce -59.2% | 8,434 | $2.3M |
| Investment Advisory Group, LLC | 0.87% | Add +3.8% | 8,411 | $2.3M |
| Strategic Financial Services, Inc. | 0.14% | Add +5.8% | 8,363 | $2.2M |
| Northeast Financial Group, Inc. | 0.95% | Add +42.5% | 8,309 | $2.2M |
| High Net Worth Advisory Group LLC | 0.67% | Add +12.8% | 8,300 | $2.2M |
| Certified Advisory Corp | 0.28% | Add +1.9% | 8,295 | $2.2M |
| Hobbs Group Advisors, LLC | 0.84% | — | 8,255 | $2.2M |
| Sprinkle Financial Consultants LLC | 1.73% | Reduce -0.4% | 8,221 | $2.2M |
| Marquette Associates, Inc. | 1.65% | Reduce -29.6% | 10,609 | $2.2M |
| Jackson, Grant Investment Advisers, Inc. | 0.88% | Add +2.1% | 8,122 | $2.2M |
| Greenfield Savings Bank | 1.12% | Add +0.1% | 8,114 | $2.2M |
| Talisman Wealth Advisors LLC | 2.50% | No change | 8,098 | $2.2M |
| Montag A & Associates Inc. | 0.11% | Add +14.6% | 8,056 | $2.2M |
| HFG Advisors, Inc. | 2.02% | Reduce -2.7% | 8,082 | $2.2M |
| Relative Value Partners Group, LLC | 0.28% | Reduce -97.4% | 8,076 | $2.2M |
| Lake Street Private Wealth, LLC | 0.28% | Add +3.6% | 8,076 | $2.2M |
| Dash Acquisitions Inc. | 0.59% | Add +0.2% | 7,849 | $2.2M |
| Mosaic Financial Group, LLC | 1.55% | Reduce -0.5% | 8,071 | $2.2M |
| Aquire Wealth Advisors, LLC | 0.72% | Reduce -0.7% | 8,030 | $2.1M |
| Pacifica Partners Inc. | 0.92% | Reduce -1.1% | 7,920 | $2.1M |
| Visionary Wealth Advisors | 0.14% | Add +12.9% | 8,014 | $2.1M |
| Capital Advisors Inc. | 0.04% | Reduce -5.3% | 8,007 | $2.1M |
| SkyOak Wealth, LLC | 0.50% | Add +1.2% | 7,997 | $2.1M |
| Moseley Investment Management Inc. | 0.99% | Add +15.5% | 7,993 | $2.1M |
| Howard Wealth Management, LLC | 1.68% | Add +1.1% | 7,984 | $2.1M |
| Simmons Bank | 0.16% | Reduce -0.3% | 7,981 | $2.1M |
| Canvas Wealth Advisors, LLC | 0.66% | Reduce -6.3% | 7,917 | $2.1M |
| Money Concepts Capital Corp. | 0.18% | Add +6.1% | 7,915 | $2.1M |
| Tompkins Financial Corp. | 0.22% | Add +52.3% | 7,897 | $2.1M |
| Sugarloaf Wealth Management, LLC | 0.38% | Add +1.5% | 7,887 | $2.1M |
| Integrity Wealth Solutions LLC | 1.37% | Add +1.1% | 7,849 | $2.1M |
| SouthState Bank Corp | 0.15% | Reduce -12.9% | 7,873 | $2.1M |
| Oxbow Advisors, LLC | 0.25% | Reduce -0.1% | 7,860 | $2.1M |
| Neumann Capital Management, LLC | 0.72% | Reduce -11.5% | 7,843 | $2.1M |
| Advisors Management Group Inc. | 0.52% | Add +0.1% | 7,826 | $2.1M |
| S.E.E.D. Planning Group LLC | 0.76% | No change | 7,788 | $2.1M |
| Manhattan West Asset Management, LLC | 0.56% | Reduce -1.4% | 7,758 | $2.1M |
| Wiser Wealth Management, Inc | 0.64% | Add +43.5% | 7,743 | $2.1M |
| Stratos Investment Management, LLC | 0.17% | Reduce -4.4% | 7,741 | $2.1M |
| Austin Wealth Management, LLC | 0.49% | Reduce -0.4% | 7,561 | $2.1M |
| Wells Trecaso Financial Group, LLC | 0.71% | Add +20.7% | 7,697 | $2.1M |
| Roffman Miller Associates Inc. | 0.14% | Reduce -19.2% | 7,668 | $2.1M |
| Cassaday & Co Wealth Management LLC | 0.06% | Add +86.7% | 7,632 | $2.0M |
| Orca Investment Management, LLC | 1.95% | Add +0.7% | 7,623 | $2.0M |
| Watershed Private Wealth LLC | 0.87% | Reduce -4.0% | 7,614 | $2.0M |
| Monument Capital Management | 0.60% | No change | 7,604 | $2.0M |
| Pallas Capital Advisors LLC | 0.09% | Reduce -11.7% | 7,457 | $2.0M |
| FSA Advisors, Inc. | 2.12% | Reduce -2.4% | 7,625 | $2.0M |
| Summit Wealth Group, LLC | 0.61% | New | 7,571 | $2.0M |
| Geometric Wealth Advisors | 0.41% | Add +36.0% | 7,548 | $2.0M |
| Glass Jacobson Investment Advisors llc | 0.74% | Add +5.0% | 7,544 | $2.0M |
| EagleClaw Capital Managment, LLC | 0.36% | No change | 7,532 | $2.0M |
| New Republic Capital, LLC | 1.01% | No change | 7,501 | $2.0M |
| Keb Asset Management, LLC | 0.67% | No change | 7,508 | $2.0M |
| Latitude Advisors, LLC | 1.23% | Reduce -2.2% | 7,508 | $2.0M |
| ORG Partners LLC | 0.25% | New | 7,485 | $2.0M |
| Fonville Wealth Management LLC | 0.79% | Add +4.7% | 7,467 | $2.0M |
| Clarus Wealth Advisors | 1.05% | Add +8.2% | 7,188 | $2.0M |
| Avalon Trust Co | 0.16% | Reduce -3.9% | 7,390 | $2.0M |
| Paulson Wealth Management Inc. | 0.57% | Reduce -4.3% | 7,356 | $2.0M |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.96% | Reduce -1.0% | 7,347 | $2.0M |
| CW Advisors, LLC | 0.03% | Reduce -26.2% | 7,327 | $2.0M |
| Rodgers & Associates, LTD | 0.25% | Reduce -1.3% | 7,321 | $2.0M |
| HTG Investment Advisors, Inc. | 1.06% | No change | 7,319 | $2.0M |
| Cypress Capital Group | 0.23% | Reduce -4.9% | 7,286 | $1.9M |
| Wealthgate Family Office, LLC | 4.78% | No change | 7,259 | $1.9M |
| Williams Jones Wealth Management, LLC. | 0.02% | Reduce -0.4% | 7,252 | $1.9M |
| Interchange Capital Partners, LLC | 0.71% | Add +829.0% | 7,246 | $1.9M |
| Rossmore Private Capital | 0.25% | Add +15.4% | 7,237 | $1.9M |
| Cascade Wealth Advisors, Inc | 1.43% | Reduce -3.6% | 7,262 | $1.9M |
| Nicolet Bankshares Inc. | 0.41% | Reduce -1.0% | 7,230 | $1.9M |
| Muirfield Wealth Advisors LLC | 1.81% | Add +24.2% | 7,226 | $1.9M |
| WMG Financial Advisors, LLC | 1.02% | Reduce -0.1% | 7,204 | $1.9M |
| Whitaker-Myers Wealth Managers, LTD. | 0.71% | Reduce -8.8% | 7,193 | $1.9M |
| Pekin Hardy Strauss, Inc. | 0.27% | Add +1.2% | 7,191 | $1.9M |
| Concentric Wealth Management, LLC | 0.50% | No change | 7,184 | $1.9M |
| Whittier Trust Co. of Nevada Inc. | 0.05% | Add +1.1% | 7,181 | $1.9M |
| KFA Private Wealth Group, LLC | 0.99% | Reduce -8.7% | 7,147 | $1.9M |
| RDA Financial Network | 0.63% | Reduce -3.9% | 7,142 | $1.9M |
| Aviance Capital Partners, LLC | 0.27% | No change | 7,128 | $1.9M |
| Zacks Investment Management | 0.02% | Add +0.9% | 7,098 | $1.9M |
| Gill Capital Partners, LLC | 0.73% | Add +2.1% | 7,055 | $1.9M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Reduce -17.1% | 7,054 | $1.9M |
| RS Crum Inc. | 0.49% | Reduce -0.7% | 7,027 | $1.9M |
| RTD Financial Advisors, Inc. | 0.25% | Add +46.1% | 6,998 | $1.9M |
| Whelan Financial | 0.83% | Reduce -0.2% | 6,986 | $1.9M |
| Spreng Capital Management, Inc. | 0.97% | Reduce -3.9% | 6,977 | $1.9M |
| Acas, LLC | 1.62% | Add +25.6% | 6,843 | $1.9M |
| Rice Partnership, LLC | 0.40% | No change | 6,965 | $1.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 6,961 | $1.9M |
| Vident Advisory, LLC | 0.05% | Add +0.0% | 6,961 | $1.9M |
| Personal Cfo Solutions, LLC | 0.29% | Add +1.5% | 6,938 | $1.9M |
| Walkner Condon Financial Advisors LLC | 0.40% | Add +2.6% | 6,903 | $1.8M |
| Wealthspire Retirement, LLC | 0.15% | Reduce -14.8% | 6,869 | $1.8M |
| Rakuten Securities, Inc. | 0.78% | Reduce -20.2% | 6,822 | $1.8M |
| McGlone Suttner Wealth Management, Inc. | 0.37% | Add +5.6% | 7,673 | $1.8M |
| Sensible Money, LLC | 0.89% | Add +56.8% | 6,788 | $1.8M |
| NDVR, Inc. | 1.89% | Reduce -1.6% | 6,785 | $1.8M |
| Center for Financial Planning, Inc. | 0.26% | No change | 6,775 | $1.8M |
| Armstrong Advisory Group, Inc. | 0.16% | Reduce -18.3% | 6,773 | $1.8M |
| Mills Wealth Advisors LLC | 1.29% | Reduce -1.7% | 6,841 | $1.8M |
| Trifecta Capital Advisors, LLC | 0.40% | Add +30.7% | 6,728 | $1.8M |
| Brio Consultants, LLC | 0.30% | Add +13.2% | 6,727 | $1.8M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.47% | No change | 6,722 | $1.8M |
| Stockman Wealth Management, Inc. | 0.31% | Reduce -6.5% | 6,693 | $1.8M |
| Peapack Gladstone Financial Corp. | 0.03% | Add +31.2% | 6,671 | $1.8M |
| Holland Advisory Services, Inc. | 2.20% | Reduce -0.3% | 6,666 | $1.8M |
| Blueprint Investment Partners LLC | 0.38% | Reduce -22.1% | 6,636 | $1.8M |
| AlphaStar Capital Management, LLC | 0.16% | Add +574.7% | 6,632 | $1.8M |
| L. Roy Papp & Associates, LLP | 0.21% | Reduce -7.5% | 6,628 | $1.8M |
| Journey Strategic Wealth LLC | 0.08% | Add +0.3% | 6,625 | $1.8M |
| Galvin, Gaustad & Stein, LLC | 0.17% | Add +1.2% | 6,589 | $1.8M |
| Juncture Wealth Strategies, LLC | 0.74% | Reduce -5.6% | 6,558 | $1.8M |
| United Community Bank | 0.71% | Reduce -47.0% | 6,541 | $1.7M |
| Koss-Olinger Consulting, LLC | 0.16% | New | 6,538 | $1.7M |
| Cooper Financial Group | 0.26% | Add +12.8% | 6,537 | $1.7M |
| SPC Financial, Inc. | 0.16% | Add +26.6% | 6,528 | $1.7M |
| Penobscot Investment Management Company, Inc. | 0.17% | Reduce -2.3% | 6,508 | $1.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -1.5% | 6,500 | $1.7M |
| Austin Private Wealth, LLC | 0.19% | Reduce -0.8% | 6,494 | $1.7M |
| Brown Brothers Harriman & Co. | 0.01% | Add +1.6% | 6,472 | $1.7M |
| Salem Investment Counselors Inc. | 0.06% | Add +9.5% | 6,426 | $1.7M |
| Napatree Capital LLC | 1.39% | Reduce -0.6% | 6,430 | $1.7M |
| Bragg Financial Advisors, Inc | 0.08% | Reduce -0.3% | 6,418 | $1.7M |
| Steele Capital Management, Inc. | 0.10% | No change | 6,369 | $1.7M |
| Northeast Investment Management | 0.08% | Reduce -5.9% | 6,377 | $1.7M |
| Steigerwald, Gordon & Koch Inc. | 0.21% | Reduce -6.3% | 6,374 | $1.7M |
| MB Generational Wealth, LLC | 1.32% | Add +71.2% | 6,367 | $1.7M |
| Howard Capital Management, LLC | 0.17% | Add +4.2% | 6,363 | $1.7M |
| Silverlake Wealth Management LLC | 0.70% | Add +15.5% | 6,341 | $1.7M |
| Baron Financial Group, LLC | 1.08% | No change | 6,335 | $1.7M |
| Beese Fulmer Investment Management, Inc. | 0.15% | No change | 6,331 | $1.7M |
| Covestor Ltd | 1.09% | Add +3.8% | 6,305 | $1.7M |
| Bay Rivers Group | 0.88% | Reduce -0.3% | 6,295 | $1.7M |
| Retirement Income Solutions, Inc. | 0.41% | No change | 6,283 | $1.7M |
| IronBridge Private Wealth, LLC | 0.63% | No change | 6,281 | $1.7M |
| Caldwell Sutter Capital, Inc. | 0.83% | No change | 6,278 | $1.7M |
| LRI Investments, LLC | 0.19% | No change | 6,269 | $1.7M |
| Bull Street Advisors, LLC | 0.81% | Add +0.9% | 6,252 | $1.7M |
| Mosaic Family Wealth Partners, LLC | 0.27% | Add +16.8% | 6,238 | $1.7M |
| Northwest Investment Counselors, LLC | 0.42% | No change | 6,222 | $1.7M |
| Bath Savings Trust Co | 0.18% | Add +1.0% | 6,219 | $1.7M |
| Park Edge Advisors, LLC | 0.50% | No change | 6,175 | $1.7M |
| Ascent Group, LLC | 0.13% | Reduce -4.2% | 6,174 | $1.7M |
| Global Assets Advisory, LLC | 2.63% | Add +22.5% | 6,174 | $1.7M |
| Echo Wealth Management, LLC | 1.24% | Add +0.0% | 6,164 | $1.6M |
| Ahl Investment Management, Inc. | 1.21% | No change | 6,159 | $1.6M |
| Sequent Asset Management, LLC | 0.83% | Add +58.6% | 6,154 | $1.6M |
| Avidian Wealth Enterprises, LLC | 0.08% | Add +61.9% | 6,149 | $1.6M |
| Presilium Private Wealth, LLC | 0.42% | Reduce -0.6% | 6,145 | $1.6M |
| Tradition Wealth Management, LLC | 0.16% | Add +122.5% | 6,142 | $1.6M |
| KMG Fiduciary Partners, LLC | 0.16% | Reduce -6.9% | 6,137 | $1.6M |
| Fort Sheridan Advisors LLC | 0.26% | Add +157.1% | 6,113 | $1.6M |
| Fragasso Financial Advisors Inc | 0.13% | Add +9.5% | 6,112 | $1.6M |
| Accurate Wealth Management, LLC | 0.39% | Reduce -28.2% | 5,914 | $1.6M |
| Aspire Capital Advisors LLC | 0.53% | Reduce -7.6% | 6,106 | $1.6M |
| Pine Ridge Advisers LLC | 0.17% | Add +34.7% | 6,093 | $1.6M |
| McKinley Carter Wealth Services, Inc. | 0.10% | Reduce -9.1% | 6,082 | $1.6M |
| Parkside Financial Bank & Trust | 0.26% | Reduce -6.2% | 6,075 | $1.6M |
| Family Firm, Inc. | 0.36% | No change | 6,064 | $1.6M |
| Everett Harris & Co. | 0.02% | No change | 6,058 | $1.6M |
| Allegheny Financial Group | 0.46% | Add +383.3% | 6,056 | $1.6M |
| Octavia Wealth Advisors, LLC | 0.22% | Add +3.8% | 5,973 | $1.6M |
| Paladin Advisory Group, LLC | 1.25% | Reduce -0.1% | 5,979 | $1.6M |
| CNB Bank | 0.77% | Reduce -11.1% | 5,985 | $1.6M |
| Concord Wealth Partners | 0.28% | Reduce -1.2% | 5,977 | $1.6M |
| Sepio Capital, LP | 0.15% | Add +2.4% | 5,976 | $1.6M |
| Shepherd Kaplan Krochuk, LLC | 1.26% | Add +3.1% | 5,966 | $1.6M |
| VestGen Investment Management | 0.47% | Add +2.6% | 5,936 | $1.6M |
| Busey Bank | 0.05% | Reduce -5.9% | 5,936 | $1.6M |
| Security Financial Services, INC. | 0.34% | Reduce -5.1% | 5,935 | $1.6M |
| Accretive Wealth Partners, LLC | 0.66% | No change | 5,932 | $1.6M |
| Compton Wealth Advisory Group, LLC | 0.42% | Add +4.8% | 5,902 | $1.6M |
| Sheets Smith Wealth Management | 0.19% | Add +12.4% | 5,896 | $1.6M |
| Destination Wealth Management | 0.05% | Reduce -13.2% | 5,887 | $1.6M |
| SP Asset Management LLC | 0.14% | Add +29.9% | 5,881 | $1.6M |
| BlueSky Wealth Advisors, LLC | 0.26% | New | 5,871 | $1.6M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.05% | Add +31.3% | 5,857 | $1.6M |
| Heritage Wealth Advisors | 0.07% | Add +1.1% | 5,856 | $1.6M |
| Falcon Wealth Planning | 0.20% | Add +0.4% | 5,842 | $1.6M |
| BCK Partners, Inc. | 0.81% | Reduce -10.4% | 5,834 | $1.6M |
| Cornell Pochily Investment Advisors, Inc. | 0.59% | Reduce -0.2% | 5,794 | $1.6M |
| Jane Street Group, LLC | 0.00% | Reduce -93.5% | 5,785 | $1.5M |
| Altura Wealth Advisors Inc. | 1.52% | Add +143.6% | 5,785 | $1.5M |
| Vantage Financial Partners, LLC | 0.40% | Reduce -11.9% | 5,757 | $1.5M |
| Magnus Financial Group LLC | 0.17% | Add +0.2% | 5,751 | $1.5M |
| Harbour Capital Advisors, LLC | 0.36% | No change | 5,732 | $1.5M |
| Mullaney, Keating & Wright, Inc. | 1.18% | — | 5,703 | $1.5M |
| Exencial Wealth Advisors, LLC | 0.06% | Reduce -6.7% | 5,687 | $1.5M |
| ETF Store, Inc. | 1.57% | Reduce -10.5% | 5,676 | $1.5M |
| Financial Connections Group, Inc. | 0.79% | New | 5,673 | $1.5M |
| Verdence Capital Advisors LLC | 0.13% | Reduce -21.5% | 5,662 | $1.5M |
| Syntrinsic LLC | 0.50% | Reduce -1.6% | 5,654 | $1.5M |
| Focused Wealth Management, Inc | 0.22% | Reduce -0.5% | 5,647 | $1.5M |
| LVW Advisors, LLC | 0.22% | Add +87.2% | 5,642 | $1.5M |
| Fiduciary Counselling Inc. | 4.29% | Add +7.2% | 5,627 | $1.5M |
| TFO Wealth Partners, LLC | 0.29% | No change | 5,620 | $1.5M |
| Asset Planning Corporation | 1.12% | Reduce -10.7% | 5,600 | $1.5M |
| Next Level Private LLC | 0.68% | Reduce -3.6% | 5,595 | $1.5M |
| Aspen Wealth Management LLC | 0.52% | Add +61.9% | 5,591 | $1.5M |
| St Germain D J Co. Inc. | 0.07% | Reduce -4.6% | 5,589 | $1.5M |
| Davidson Trust Co. | 1.03% | No change | 5,588 | $1.5M |
| Adirondack Trust Co. | 0.61% | No change | 5,580 | $1.5M |
| Innealta Capital, LLC | 0.49% | Add +6.3% | 5,545 | $1.5M |
| Spinnaker Trust | 0.10% | Add +0.1% | 5,545 | $1.5M |
| Baldwin Investment Management, LLC | 0.20% | Add +0.4% | 5,519 | $1.5M |
| WNY Asset Management, LLC | 0.19% | Reduce -5.4% | 5,461 | $1.5M |
| Texas Yale Capital Corp. | 0.07% | Add +0.3% | 5,431 | $1.5M |
| AF Advisors, Inc. | 0.27% | Reduce -0.4% | 5,407 | $1.4M |
| Oldfather Financial Services, LLC | 0.59% | Add +0.5% | 5,405 | $1.4M |
| King Wealth Management Group | 0.24% | No change | 5,398 | $1.4M |
| Chapin Davis, Inc. | 0.49% | Add +17.0% | 5,395 | $1.4M |
| Aries Wealth Management | 0.45% | Add +7.8% | 5,384 | $1.4M |
| Acropolis Investment Management, LLC | 0.09% | Add +15.3% | 5,360 | $1.4M |
| Old North State Trust, LLC | 1.24% | No change | 5,354 | $1.4M |
| O'Connor Financial Group LLC | 0.83% | Reduce -11.4% | 5,344 | $1.4M |
| Northwest Quadrant Wealth Management, LLC | 0.35% | Reduce -5.3% | 5,331 | $1.4M |
| Retirement Capital Strategies | 0.57% | Reduce -15.5% | 5,326 | $1.4M |
| Mogy Joel R Investment Counsel Inc. | 0.09% | Reduce -6.7% | 5,317 | $1.4M |
| Fca Corp. | 0.46% | No change | 5,317 | $1.4M |
| Valley National Advisers Inc. | 0.21% | No change | 5,304 | $1.4M |
| One Wealth Map LLC | 0.87% | No change | 5,172 | $1.4M |
| First Command Advisory Services, Inc. | 0.01% | Reduce -7.3% | 5,282 | $1.4M |
| Greytown Advisors Inc. | 0.83% | No change | 5,260 | $1.4M |
| North Ridge Wealth Advisors, Inc. | 1.07% | Reduce -1.5% | 5,275 | $1.4M |
| Gemmer Asset Management LLC | 0.15% | Add +18.7% | 5,247 | $1.4M |
| Westshore Wealth, LLC | 0.58% | No change | 5,246 | $1.4M |
| Valtinson Bruner Financial Planning LLC | 0.56% | Add +0.9% | 5,240 | $1.4M |
| Diversify Wealth Management, LLC | 0.17% | — | 5,485 | $1.4M |
| LBJ Family Wealth Advisors, Ltd. | 0.88% | Reduce -6.1% | 5,216 | $1.4M |
| Mason & Associates Inc | 0.37% | Reduce -0.3% | 5,214 | $1.4M |
| Ridgewood Investments LLC | 0.70% | Reduce -16.5% | 5,212 | $1.4M |
| Vestor Capital, LLC | 0.11% | Add +83.8% | 5,208 | $1.4M |
| BKM Wealth Management, LLC | 0.67% | Reduce -0.2% | 5,206 | $1.4M |
| Sharkey, Howes & Javer | 0.22% | Add +1.2% | 5,203 | $1.4M |
| Premier Path Wealth Partners, LLC | 0.24% | New | 5,201 | $1.4M |
| Balanced Wealth Group LLC | 0.63% | Reduce -35.2% | 5,188 | $1.4M |
| Wealth Group Ltd | 0.42% | Reduce -11.3% | 5,195 | $1.4M |
| Eley Financial Management, Inc | 0.59% | No change | 5,192 | $1.4M |
| Courage Miller Partners, LLC | 0.50% | Reduce -0.6% | 5,187 | $1.4M |
| Brick & Kyle, Associates | 0.58% | Reduce -6.0% | 5,186 | $1.4M |
| TBH Global Asset Management, LLC | 0.31% | Add +1.0% | 5,179 | $1.4M |
| Coastal Bridge Advisors, LLC | 0.34% | Reduce -0.5% | 5,171 | $1.4M |
| LGT Financial Advisors LLC | 2.91% | Reduce -1.9% | 5,164 | $1.4M |
| Verus Capital Partners, LLC | 0.14% | Add +6.0% | 5,149 | $1.4M |
| Halter Ferguson Financial Inc. | 0.98% | Reduce -0.2% | 5,147 | $1.4M |
| Wealthquest Corp | 0.15% | Reduce -6.3% | 5,141 | $1.4M |
| Viewpoint Capital Management LLC | 0.84% | Add +170766.7% | 5,126 | $1.4M |
| Orleans Capital Management Corp. | 0.87% | Reduce -3.2% | 5,120 | $1.4M |
| Pacific Financial Group Inc. | 0.97% | No change | 5,106 | $1.4M |
| UNIVEST FINANCIAL Corp | 0.38% | Add +538.1% | 5,105 | $1.4M |
| Townsend Asset Management Corp. /NC/ | 0.53% | No change | 5,086 | $1.4M |
| Asset Advisors Investment Management, LLC | 0.15% | No change | 5,079 | $1.4M |
| First National Corp. /Ma/ | 0.32% | Reduce -6.6% | 5,073 | $1.4M |
| Catalyst Private Wealth, LLC | 0.72% | No change | 5,058 | $1.4M |
| Texas Capital Bank Wealth Management Services Inc | 0.14% | No change | 5,049 | $1.4M |
| Shepherd Financial Partners LLC | 0.17% | Add +37.0% | 5,009 | $1.3M |
| Parkside Investments, LLC | 0.21% | No change | 5,000 | $1.3M |
| Assetmark, Inc. | 0.00% | Reduce -10.8% | 4,983 | $1.3M |
| Legacy Edge Advisors, LLC | 0.25% | Add +5.9% | 4,979 | $1.3M |
| Arvest Trust Co. N A | 0.08% | Reduce -33.7% | 4,978 | $1.3M |
| Red Lighthouse Investment Management, LLC | 0.56% | Reduce -77.1% | 4,966 | $1.3M |
| HHM Wealth Advisors, LLC | 0.20% | Add +6.8% | 4,960 | $1.3M |
| DecisionPoint Financial, LLC | 0.44% | Reduce -9.0% | 4,856 | $1.3M |
| Covenant Asset Management, LLC | 0.30% | Reduce -0.8% | 4,940 | $1.3M |
| Signify Wealth | 1.90% | Add +37.1% | 4,938 | $1.3M |
| Confluence Wealth Services, Inc. | 0.11% | Add +1.9% | 4,938 | $1.3M |
| Parthenon LLC | 0.17% | Add +2.5% | 4,936 | $1.3M |
| Centaurus Financial, Inc. | 0.09% | Add +21.7% | 4,933 | $1.3M |
| Capital Asset Advisory Services LLC | 0.07% | Reduce -3.8% | 4,837 | $1.3M |
| Sunburst Financial Group, LLC | 0.36% | Add +1.2% | 4,918 | $1.3M |
| Summit Investment Advisory Services, LLC | 1.55% | Reduce -74.2% | 4,913 | $1.3M |
| Lanark Financial, Inc. | 0.12% | Add +3.2% | 4,909 | $1.3M |
| Goelzer Investment Management, Inc. | 0.07% | Reduce -0.3% | 4,908 | $1.3M |
| Perkins Coie Trust Co | 0.31% | No change | 4,908 | $1.3M |
| Vista Investment Management | 0.53% | Reduce -0.2% | 4,901 | $1.3M |
| Archvest Wealth Advisors, Inc. | 0.87% | Add +3.3% | 4,890 | $1.3M |
| First National Trust Co | 0.05% | Add +6.2% | 4,894 | $1.3M |
| Summit Financial Strategies, Inc. | 0.16% | Add +6.3% | 4,889 | $1.3M |
| Heritage Investment Group, Inc. | 0.18% | Reduce -2.2% | 4,880 | $1.3M |
| Innova Wealth Partners | 0.93% | Add +193.1% | 4,868 | $1.3M |
| Highline Wealth Partners LLC | 0.49% | Add +9.3% | 4,866 | $1.3M |
| Thompson Siegel & Walmsley LLC | 0.02% | Add +12.8% | 4,864 | $1.3M |
| Schaper Benz & Wise Investment Counsel Inc. | 0.11% | Add +8.2% | 4,858 | $1.3M |
| American National Bank & Trust | 0.16% | Add +3.2% | 4,831 | $1.3M |
| Baltimore-Washington Financial Advisors, Inc. | 0.08% | Add +124.0% | 4,822 | $1.3M |
| Journey Advisory Group, LLC | 0.15% | Reduce -0.0% | 4,820 | $1.3M |
| Measured Wealth Private Client Group, LLC | 0.45% | Reduce -9.4% | 4,800 | $1.3M |
| SFG Wealth Management, LLC. | 0.73% | Reduce -3.1% | 4,796 | $1.3M |
| NCM Capital Management, LLC | 0.67% | Add +1.4% | 4,790 | $1.3M |
| Pursue Wealth Partners LLC | 0.70% | Add +9.4% | 4,787 | $1.3M |
| Peninsula Wealth, LLC | 0.24% | Add +45.4% | 4,633 | $1.3M |
| Forza Wealth Management, LLC | 0.66% | Add +7.0% | 4,771 | $1.3M |
| Morton Brown Family Wealth, LLC | 0.50% | No change | 4,678 | $1.3M |
| Smithbridge Asset Management Inc. | 0.26% | Reduce -1.3% | 4,765 | $1.3M |
| ORBA Wealth Advisors, L.L.C. | 0.66% | Add +2.1% | 4,764 | $1.3M |
| Berkeley, Inc | 0.79% | Add +30.8% | 4,761 | $1.3M |
| Old North State Wealth Management, LLC | 0.84% | No change | 4,753 | $1.3M |
| Poehling Capital Management, INC. | 0.35% | No change | 4,748 | $1.3M |
| Private Wealth Management Group, LLC | 0.55% | Add +3.5% | 4,731 | $1.3M |
| Jeppson Wealth Management, LLC | 0.48% | No change | 4,730 | $1.3M |
| Seneca Financial Advisors LLC | 0.65% | Add +1.3% | 4,710 | $1.3M |
| Bayesian Capital Management, LP | 0.14% | New | 4,700 | $1.3M |
| First Nebraska Trust Co | 0.13% | New | 4,700 | $1.3M |
| IAG Wealth Partners, LLC | 0.25% | Reduce -3.5% | 4,683 | $1.3M |
| Northwest Financial Advisors | 1.27% | Add +1.0% | 4,673 | $1.2M |
| Robinswood Financial LLC | 0.51% | Add +3.6% | 4,669 | $1.2M |
| Benchmark Wealth Management, LLC | 0.67% | Add +0.5% | 4,669 | $1.2M |
| Nicolet Advisory Services, LLC | 0.12% | Add +30.9% | 4,535 | $1.2M |
| Intergy Private Wealth, LLC | 0.51% | Reduce -1.5% | 4,661 | $1.2M |
| Access Financial Services, Inc. | 0.57% | Reduce -2.0% | 4,658 | $1.2M |
| Summit Asset Management, LLC | 0.15% | No change | 4,654 | $1.2M |
| Gradient Capital Advisors, LLC | 0.44% | Reduce -1.5% | 4,650 | $1.2M |
| Brandywine Oak Private Wealth LLC | 0.13% | Add +0.5% | 4,633 | $1.2M |
| Eq LLC | 0.74% | Add +0.0% | 4,609 | $1.2M |
| Beaumont Asset Management, L.L.C. | 0.79% | No change | 4,605 | $1.2M |
| Earnest Partners LLC | 0.01% | Add +55.1% | 4,599 | $1.2M |
| RAM Investment Partners, LLC | 0.36% | Add +8.1% | 4,596 | $1.2M |
| 1776 Wealth LLC | 0.55% | Add +12.2% | 4,591 | $1.2M |
| Scotia Capital Inc. | 0.01% | Reduce -8.6% | 4,591 | $1.2M |
| Hilltop Holdings Inc. | 0.14% | Reduce -2.4% | 4,591 | $1.2M |
| Cahaba Wealth Management, Inc. | 0.11% | Add +4.9% | 4,589 | $1.2M |
| Richard P Slaughter Associates Inc | 0.29% | Add +0.1% | 4,583 | $1.2M |
| Aletheian Wealth Advisors LLC | 0.65% | Reduce -1.6% | 4,579 | $1.2M |
| Woodard & Co. Asset Management Group Inc. | 0.31% | Reduce -0.3% | 4,573 | $1.2M |
| Wescott Financial Advisory Group, LLC | 0.14% | Reduce -4.5% | 4,557 | $1.2M |
| Solidarity Wealth, LLC | 0.37% | New | 4,540 | $1.2M |
| Financial Council, LLC | 0.68% | Add +2.7% | 4,530 | $1.2M |
| Courier Capital LLC | 0.10% | Reduce -51.9% | 4,524 | $1.2M |
| Financial Freedom, LLC | 0.69% | Add +4.8% | 4,524 | $1.2M |
| Bill Few Associates, Inc. | 0.46% | No change | 4,522 | $1.2M |
| Regatta Capital Group, LLC | 0.26% | Add +2.5% | 4,522 | $1.2M |
| Atlantic Union Bankshares Corp | 0.08% | Reduce -2.0% | 4,513 | $1.2M |
| Round Rock Advisors LLC | 0.29% | Add +0.1% | 4,492 | $1.2M |
| Curran Financial Partners, LLC | 0.40% | Add +1.3% | 4,489 | $1.2M |
| Aerodigm Wealth, LLC | 0.55% | Reduce -0.7% | 4,487 | $1.2M |
| Sentinel Trust Co. Lba | 0.15% | No change | 4,482 | $1.2M |
| Allianz Asset Management GmbH | 0.00% | Reduce -92.2% | 4,480 | $1.2M |
| GAMMA Investing LLC | 0.16% | Add +3.6% | 4,474 | $1.2M |
| FourThought Financial Partners, LLC | 0.15% | Reduce -0.1% | 4,458 | $1.2M |
| Albion Financial Group | 0.09% | Add +9.5% | 4,443 | $1.2M |
| Ally Invest Advisors Inc. | 0.11% | Reduce -4.3% | 4,441 | $1.2M |
| TKG Advisors, LLC | 0.64% | No change | 4,439 | $1.2M |
| Curi Capital, LLC | 0.03% | Reduce -19.4% | 4,438 | $1.2M |
| Strategic Financial Concepts, LLC | 0.69% | Add +29053.4% | 10,264,028 | $1.2M |
| Hubbell Strickland Wealth Management, LLC | 0.59% | Add +12.8% | 4,419 | $1.2M |
| Concentrum Wealth Management | 0.50% | No change | 4,419 | $1.2M |
| Inspire Advisors, LLC | 0.16% | Add +143.6% | 4,405 | $1.2M |
| Farmers Trust Co. | 0.24% | No change | 4,404 | $1.2M |
| Rathbones Group PLC | 0.01% | Reduce -0.7% | 4,401 | $1.2M |
| HF Advisory Group, LLC | 0.61% | Reduce -1.8% | 4,382 | $1.2M |
| SimpliFi, Inc. | 0.54% | Add +12.6% | 4,379 | $1.2M |
| Aspire Private Capital, LLC | 0.30% | Reduce -7.6% | 4,357 | $1.2M |
| ARS Wealth Advisors Group, LLC | 0.15% | Add +8.2% | 4,351 | $1.2M |
| Sweeney & Michel, LLC | 0.50% | Add +1.3% | 4,270 | $1.2M |
| Grove Bank & Trust | 0.19% | Add +3.5% | 4,340 | $1.2M |
| Aveo Capital Partners, LLC | 0.13% | Reduce -67.4% | 4,339 | $1.2M |
| Cross Staff Investments Inc | 0.97% | No change | 4,331 | $1.2M |
| Prio Wealth Limited Partnership | 0.03% | Add +1.4% | 4,325 | $1.2M |
| Hamilton Wealth, LLC | 0.31% | Add +4.1% | 4,323 | $1.2M |
| Grand Wealth Management, LLC | 0.69% | Reduce -6.9% | 4,307 | $1.2M |
| Ranch Capital Advisors Inc. | 0.60% | Add +0.2% | 4,316 | $1.2M |
| Opal Wealth Advisors, LLC | 0.37% | Add +0.8% | 4,314 | $1.2M |
| Creative Capital Management Investments LLC | 0.56% | Reduce -1.1% | 4,310 | $1.2M |
| Ridgecrest Wealth Partners, LLC | 0.69% | Add +4.5% | 4,305 | $1.2M |
| Financial Symmetry Inc | 0.89% | Add +5.1% | 4,298 | $1.1M |
| Cornerstone Advisory, LLC | 0.16% | Reduce -3.4% | 4,297 | $1.1M |
| Vawter Financial, Ltd. | 0.79% | Add +12.4% | 4,297 | $1.1M |
| Lauer Wealth, LLC | 0.91% | Add +1.7% | 4,192 | $1.1M |
| Cadinha & Co. LLC | 0.21% | No change | 4,284 | $1.1M |
| Ifrah Financial Services, Inc. | 0.32% | Reduce -3.3% | 4,264 | $1.1M |
| Twelve Points Wealth Management LLC | 0.40% | No change | 4,251 | $1.1M |
| Defined Wealth Management, LLC | 0.79% | Reduce -0.6% | 4,238 | $1.1M |
| Autumn Glory Partners, LLC | 0.58% | Add +13.8% | 4,236 | $1.1M |
| Yoder Wealth Management, Inc. | 0.73% | Add +1.8% | 4,225 | $1.1M |
| Key Client Fiduciary Advisors, LLC | 0.57% | Reduce -0.1% | 4,225 | $1.1M |
| IFG Advisors, LLC | 0.27% | Add +1.6% | 4,220 | $1.1M |
| Financial Management Network Inc. | 0.27% | Reduce -4.4% | 4,140 | $1.1M |
| Hudock, Inc. | 0.21% | Reduce -0.8% | 4,195 | $1.1M |
| Walden Wealth Partners LLC | 0.63% | Add +0.3% | 4,186 | $1.1M |
| Pathway Financial Advisors LLC | 0.30% | No change | 4,183 | $1.1M |
| Kaye Capital Management | 0.47% | No change | 4,182 | $1.1M |
| Mattern Capital Management, LLC | 0.15% | No change | 4,179 | $1.1M |
| ODonnell Financial Services, LLC | 0.50% | Reduce -13.8% | 4,178 | $1.1M |
| Essex Bank | 0.30% | No change | 4,175 | $1.1M |
| Spectrum Wealth Counsel, LLC | 0.14% | No change | 4,169 | $1.1M |
| Cidel Asset Management Inc. | 0.09% | No change | 4,155 | $1.1M |
| Appleton Partners Inc. | 0.09% | Reduce -1.3% | 4,153 | $1.1M |
| Searcy Financial Services Inc. | 0.55% | No change | 4,153 | $1.1M |
| Amplius Wealth Advisors, LLC | 0.12% | Reduce -0.5% | 4,146 | $1.1M |
| Morton Capital Management LLC | 0.26% | Reduce -80.3% | 4,131 | $1.1M |
| Everpar Advisors LLC | 0.55% | Add +27.1% | 4,128 | $1.1M |
| Myecfo, LLC | 0.64% | Add +1.9% | 4,122 | $1.1M |
| Kelleher Financial Advisors | 0.45% | Add +44.7% | 4,117 | $1.1M |
| USA Financial Formulas | 0.18% | Reduce -12.0% | 4,102 | $1.1M |
| STAR Financial Bank | 0.84% | Add +417.1% | 4,095 | $1.1M |
| Acorn Financial Advisory Services Inc. | 0.20% | Reduce -11.1% | 4,093 | $1.1M |
| Trexquant Investment LP | 0.02% | Reduce -3.3% | 4,089 | $1.1M |
| Christopher J. Hasenberg, Inc | 0.49% | Add +55.5% | 4,075 | $1.1M |
| Oakworth Capital, Inc. | 0.08% | No change | 4,069 | $1.1M |
| BigSur Wealth Management LLC | 0.33% | No change | 4,053 | $1.1M |
| Wealth Dimensions Group, Ltd. | 0.31% | Add +7.4% | 4,067 | $1.1M |
| Bernardo Wealth Planning LLC | 0.29% | No change | 4,061 | $1.1M |
| Brown Wealth Management, LLC | 0.44% | Add +1.3% | 4,058 | $1.1M |
| Ascent Wealth Partners, LLC | 0.16% | Add +0.2% | 4,058 | $1.1M |
| Bridges Investment Management Inc. | 0.02% | New | 4,055 | $1.1M |
| CRA Financial Services, LLC | 0.22% | Reduce -6.0% | 4,031 | $1.1M |
| Copperleaf Capital, LLC | 0.85% | Reduce -14.7% | 3,998 | $1.1M |
| Meridian Wealth Advisors, LLC | 0.19% | No change | 3,992 | $1.1M |
| Tucker Asset Management LLC | 0.24% | Reduce -0.6% | 3,986 | $1.1M |
| Vectors Research Management, LLC | 0.33% | Reduce -31.4% | 3,966 | $1.1M |
| Key Financial Inc | 0.25% | Reduce -1.0% | 3,956 | $1.1M |
| Van Cleef Asset Management,Inc | 0.13% | Reduce -0.6% | 3,950 | $1.1M |
| Meredith Wealth Planning | 0.55% | Reduce -1.9% | 3,916 | $1.0M |
| Bourgeon Capital Management LLC | 0.20% | No change | 3,892 | $1.0M |
| Macroview Investment Management LLC | 1.11% | Reduce -0.1% | 3,889 | $1.0M |
| Prosperity Planning, Inc. | 0.36% | Add +1.7% | 3,876 | $1.0M |
| Salomon & Ludwin, LLC | 0.12% | Reduce -0.4% | 3,861 | $1.0M |
| Fortis Capital Advisors, LLC | 0.37% | Reduce -30.4% | 3,847 | $1.0M |
| Harbor Advisory Corp. | 0.36% | Reduce -0.8% | 3,847 | $1.0M |
| Evergreen Advisors, LLC | 0.31% | Reduce -0.3% | 3,836 | $1.0M |
| Birchcreek Wealth Management, LLC | 0.58% | Reduce -6.5% | 3,832 | $1.0M |
| Pittenger & Anderson Inc. | 0.04% | Reduce -0.9% | 3,818 | $1.0M |
| Davidson Investment Advisors | 0.05% | No change | 3,818 | $1.0M |
| Berger Financial Group, Inc | 0.08% | Reduce -11.9% | 3,814 | $1.0M |
| BlackRock Inc. | 0.00% | Reduce -0.6% | 3,805 | $1.0M |
| Flower City Capital | 0.65% | No change | 3,778 | $1.0M |
| Susquehanna Foundation | 0.31% | No change | 3,775 | $1.0M |
| Chatham Capital Group, Inc. | 0.18% | No change | 3,775 | $1.0M |
| Apexium Financial, LP | 0.07% | Add +27.8% | 3,762 | $1.0M |
| Consolidated Portfolio Review Corp | 0.23% | Add +1.5% | 3,755 | $1.0M |
| Cornerstone Wealth Advisors, Inc. | 0.30% | Reduce -6.7% | 3,750 | $1.0M |
| Advance Capital Management, Inc. | 0.05% | Reduce -2.7% | 3,747 | $1.0M |
| JGP Wealth Management, LLC | 0.14% | Add +25.1% | 3,743 | $1.0M |
| Unison Advisors LLC | 0.13% | Add +220.8% | 3,734 | $999K |
| Sage Capital Advisors,llc | 0.29% | No change | 3,720 | $995K |
| Virtue Capital Management, LLC | 0.17% | Add +20.0% | 3,627 | $995K |
| Tidemark, LLC | 0.46% | Reduce -15.6% | 3,715 | $994K |
| Farrell Financial LLC | 0.77% | No change | 3,714 | $994K |
| PYA Waltman Capital, LLC | 0.36% | No change | 3,713 | $993K |
| Marcum Wealth, LLC | 0.10% | Reduce -0.4% | 3,709 | $992K |
| Cornerstone Capital, Inc. | 0.10% | Add +0.9% | 3,703 | $991K |
| Worth Asset Management, LLC | 0.59% | Reduce -11.9% | 3,698 | $989K |
| Caitlin John, LLC | 0.72% | Add +10.6% | 3,698 | $989K |
| Breakwater Capital Group | 0.22% | Reduce -0.6% | 3,682 | $985K |
| Cassady Schiller Wealth Management, LLC | 0.40% | Reduce -14.3% | 3,676 | $983K |
| Shira Ridge Wealth Management | 0.55% | Reduce -6.1% | 3,672 | $982K |
| S&co Inc. | 0.07% | Add +27.4% | 3,672 | $982K |
| Darden Wealth Group Inc | 0.59% | No change | 3,666 | $981K |
| Riverview Trust Co | 0.93% | Add +212.3% | 3,638 | $973K |
| V2 Financial group LLC | 0.65% | No change | 3,600 | $971K |
| Seven Springs Wealth Group, LLC | 0.39% | Reduce -1.2% | 3,628 | $971K |
| Fortune 45 LLC | 0.74% | Reduce -0.1% | 3,622 | $969K |
| Burney Co./ | 0.04% | Add +0.1% | 3,618 | $968K |
| Parsons Capital Management Inc. | 0.07% | No change | 3,609 | $965K |
| Fairscale Capital, LLC | 0.86% | — | 3,457 | $965K |
| Aire Advisors, LLC | 0.22% | Reduce -3.7% | 3,594 | $962K |
| Bollard Group LLC | 0.03% | No change | 3,582 | $958K |
| Union Savings Bank | 0.50% | Reduce -3.1% | 3,548 | $949K |
| FinTrust Capital Advisors, LLC | 0.17% | Add +0.6% | 3,542 | $948K |
| Armbruster Capital Management, Inc. | 0.20% | Reduce -1.0% | 3,527 | $944K |
| My Legacy Advisors, LLC | 0.30% | No change | 3,501 | $937K |
| Invst, LLC | 0.10% | Add +1.7% | 3,493 | $936K |
| Armstrong Henry H Associates Inc. | 0.09% | No change | 3,500 | $936K |
| Chico Wealth RIA | 0.86% | Reduce -11.3% | 3,497 | $935K |
| Port Capital LLC | 0.05% | Add +2.2% | 3,486 | $933K |
| Alpha Financial Partners LLC | 0.81% | No change | 3,482 | $932K |
| Divergent Wealth Advisors | 0.18% | Add +0.0% | 3,480 | $931K |
| Lutz Financial Services LLC | 0.08% | No change | 3,474 | $929K |
| Hancock Whitney Corp. | 0.03% | Reduce -5.3% | 3,471 | $929K |
| Paragon Capital Management Inc. | 0.71% | No change | 3,469 | $928K |
| Brightwater Advisory LLC | 0.72% | Add +2.2% | 3,466 | $927K |
| Daymark Wealth Partners, LLC | 0.04% | Add +33.6% | 3,452 | $923K |
| Financial Partners Group, Inc | 0.15% | Reduce -0.9% | 3,446 | $922K |
| United Advisor Group, LLC | 0.29% | Add +12.0% | 3,433 | $918K |
| Regency Capital Management Inc.\DE | 0.59% | No change | 3,432 | $918K |
| GDS Wealth Management | 0.10% | Reduce -4.7% | 3,427 | $917K |
| Front Street Capital Management, Inc. | 0.18% | No change | 3,423 | $916K |
| Hyperion Partners, LLC | 0.65% | Reduce -2.9% | 3,423 | $916K |
| Prelude Capital Management, LLC | 0.08% | New | 3,420 | $915K |
| Nixon Peabody Trust Co. | 0.08% | No change | 3,419 | $915K |
| Claris Advisors, LLC / Mo / | 0.47% | Reduce -0.0% | 3,419 | $915K |
| Matrix Asset Advisors Inc. | 0.11% | No change | 3,417 | $914K |
| Mason Investment Advisory Services, Inc. | 0.06% | No change | 3,416 | $914K |
| Essex LLC | 0.20% | Add +161.2% | 3,416 | $914K |
| Quadrant Private Wealth Management, LLC | 0.21% | Add +124.5% | 3,401 | $913K |
| Brown, Lisle/Cummings, Inc. | 0.30% | No change | 3,409 | $912K |
| Fermata Advisors, LLC | 0.21% | Add +21.2% | 3,409 | $912K |
| FreeGulliver LLC | 0.62% | Add +1.8% | 3,407 | $911K |
| TD Asset Management Inc | 0.00% | Reduce -1.1% | 3,390 | $907K |
| Melfa Wealth Management, Inc. | 0.63% | Reduce -2.0% | 3,390 | $907K |
| Unionview, LLC | 0.74% | Add +1.7% | 3,389 | $907K |
| Clarity Financial LLC | 0.14% | Add +14.5% | 3,382 | $905K |
| Clark Capital Management Group, Inc. | 0.01% | Add +13.6% | 3,377 | $903K |
| Summit Wealth Partners, LLC | 0.19% | Reduce -1.0% | 3,375 | $903K |
| Fidelity D & D Bancorp Inc. | 0.68% | Reduce -2.4% | 3,371 | $902K |
| Whalerock Point Partners, LLC | 0.24% | No change | 3,368 | $901K |
| Fairfield, Bush & Co. | 0.54% | Add +7.0% | 3,368 | $901K |
| Maia Wealth LLC | 0.27% | — | 3,249 | $899K |
| Creative Financial Designs Inc. | 0.08% | Add +15.2% | 3,359 | $899K |
| Kaizen Financial Strategies | 0.56% | Reduce -14.2% | 3,332 | $895K |
| Bank of Stockton | 0.28% | Add +7.3% | 3,343 | $894K |
| Peak Asset Management, LLC | 0.17% | Reduce -0.6% | 3,341 | $894K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.35% | Add +0.5% | 3,333 | $892K |
| Eagle Strategies LLC | 0.17% | Reduce -80.2% | 3,332 | $891K |
| Boltwood Capital Management | 0.28% | Reduce -2.9% | 3,319 | $888K |
| Disciplined Investments, LLC | 0.47% | Reduce -1.4% | 3,303 | $884K |
| Warner Financial, Inc. | 0.43% | Add +25.2% | 3,300 | $883K |
| WealthShield Partners, LLC | 0.13% | Add +6.5% | 3,285 | $882K |
| Loudon Investment Management, LLC | 0.52% | Reduce -3.7% | 3,294 | $881K |
| Institutional & Family Asset Management, LLC | 0.13% | Reduce -1.2% | 3,273 | $876K |
| Cedar Point Capital Partners, LLC | 0.65% | Reduce -0.4% | 3,268 | $874K |
| Mountain Pacific Investment Advisers LLC | 0.06% | Reduce -61.1% | 3,240 | $867K |
| Hilltop National Bank | 0.28% | Reduce -0.8% | 3,227 | $863K |
| West Michigan Advisors, LLC | 0.27% | Add +19.4% | 3,207 | $861K |
| Smith Chas P & Associates Pa Cpas | 0.05% | No change | 3,214 | $860K |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | 0.05% | New | 3,214 | $860K |
| Hourglass Capital, LLC | 0.26% | Add +14.2% | 3,210 | $859K |
| Midwest Financial Group LLC | 0.55% | Add +0.5% | 3,208 | $858K |
| Sage Investment Advisers LLC | 0.97% | Add +2.5% | 3,206 | $858K |
| Orgel Wealth Management, LLC | 0.02% | Reduce -0.3% | 3,199 | $856K |
| Trustmark Bank Trust Department | 0.07% | Reduce -0.5% | 3,159 | $845K |
| Full Sail Capital, LLC | 0.06% | Reduce -18.3% | 3,143 | $841K |
| Bank of Marin | 0.72% | Reduce -1.7% | 3,143 | $841K |
| Creegan & Nassoura Financial Group, LLC | 0.58% | No change | 3,140 | $840K |
| Discipline Wealth Solutions, LLC | 0.66% | Add +62.0% | 3,133 | $838K |
| GG Group Ventures, LLC | 1.16% | — | 3,137 | $838K |
| Hengehold Capital Management LLC | 0.09% | Reduce -0.8% | 3,131 | $838K |
| Bennett Selby Investments LP | 0.38% | No change | 3,127 | $836K |
| Van Den Berg Management I, Inc. | 0.25% | Reduce -17.5% | 3,111 | $832K |
| Cora Capital Advisors LLC | 0.43% | No change | 3,104 | $830K |
| Thomasville National Bank | 0.07% | Reduce -2.9% | 3,095 | $828K |
| VitalStone Financial, LLC | 0.60% | Add +1.1% | 3,094 | $828K |
| HCR Wealth Advisors | 0.12% | Reduce -8.1% | 3,092 | $827K |
| Pointe Capital Management LLC | 0.51% | Add +0.0% | 3,091 | $827K |
| Performance Wealth Partners, LLC | 0.03% | No change | 3,084 | $825K |
| Certus Wealth Management, LLC | 0.63% | Reduce -1.7% | 3,084 | $825K |
| Rowlandmiller & Partners.adv | 0.18% | Reduce -32.0% | 3,082 | $825K |
| Armor Investment Advisors, LLC | 0.38% | No change | 3,081 | $824K |
| Carson Advisory Inc. | 0.58% | Reduce -0.3% | 3,078 | $823K |
| Lathrop Investment Management Co. | 0.16% | New | 3,067 | $820K |
| Deutsche Bank AG | 0.00% | No change | 3,057 | $818K |
| Resurgent Financial Advisors LLC | 0.51% | Reduce -4.3% | 3,052 | $816K |
| Harbor Group, Inc. | 0.21% | Add +0.9% | 3,034 | $812K |
| Fortitude Family Office, LLC | 0.46% | Add +9.1% | 3,030 | $811K |
| Heritage Wealth Management, Inc. | 0.27% | — | 2,962 | $806K |
| 1832 Asset Management L.P. | 0.00% | Add +104.8% | 3,006 | $804K |
| Alexander Labrunerie & Co., Inc. | 0.44% | Add +8.0% | 3,003 | $803K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.22% | Add +71.1% | 2,989 | $800K |
| Tocqueville Asset Management L.P. | 0.01% | New | 2,985 | $799K |
| Tandem Capital Management Corp. | 0.44% | Add +14.7% | 2,929 | $797K |
| Hudson Capital Management LLC | 0.28% | Add +1.2% | 2,973 | $795K |
| Aaron Wealth Advisors LLC | 0.11% | No change | 2,961 | $792K |
| Aldebaran Financial Inc. | 1.04% | Add +2.2% | 2,960 | $792K |
| Dimension Capital Management LLC | 0.16% | No change | 2,959 | $792K |
| New World Advisors LLC | 0.22% | No change | 2,957 | $791K |
| Checchi Capital Advisers, LLC | 0.06% | Reduce -9.1% | 2,950 | $789K |
| Lee Danner & Bass Inc. | 0.06% | — | 2,948 | $789K |
| True North Advisors, LLC | 0.21% | Add +0.4% | 2,949 | $789K |
| Members Trust Co | 0.02% | No change | 2,945 | $788K |
| Clearwater Capital Advisors, LLC | 0.08% | Add +72.7% | 2,944 | $788K |
| Envision Financial Planning, LLC | 0.60% | No change | 2,942 | $787K |
| Reynders McVeigh Capital Management, LLC | 0.04% | Reduce -3.3% | 2,943 | $787K |
| Power Wealth Management LLC | 0.37% | No change | 2,923 | $782K |
| Peachtree Investment Partners, LLC | 0.31% | Reduce -22.3% | 2,922 | $782K |
| Pillar Wealth Advisors, LLC | 0.94% | Reduce -6.1% | 2,921 | $781K |
| SlateStone Wealth, LLC | 0.08% | Add +0.4% | 2,920 | $781K |
| Transcendent Capital Group LLC | 0.45% | Reduce -9.4% | 2,915 | $780K |
| Hoxton Planning & Management, LLC | 0.36% | Reduce -8.9% | 2,915 | $780K |
| Channel Wealth LLC | 0.28% | Reduce -1.2% | 2,909 | $778K |
| Cornerstone Advisors Asset Management, LLC | 0.22% | Reduce -0.2% | 2,904 | $777K |
| Vision Capital Management, Inc. | 0.12% | Add +3.6% | 2,898 | $775K |
| Keystone Financial Services | 0.32% | Reduce -32.2% | 2,892 | $774K |
| Altus Wealth Group LLC | 0.39% | Add +3.4% | 2,882 | $771K |
| Gotham Asset Management | 0.01% | New | 2,881 | $771K |
| Ervin Investment Management, LLC | 0.53% | No change | 2,880 | $770K |
| Cedrus LLC | 0.38% | Reduce -3.4% | 2,862 | $766K |
| Emfo, LLC | 0.68% | No change | 2,858 | $765K |
| Paragon Financial Partners, Inc. | 0.60% | No change | 2,856 | $764K |
| Strategic Wealth Partners, Ltd. | 0.08% | Add +15.5% | 2,849 | $762K |
| Curated Wealth Partners LLC | 0.11% | — | 2,842 | $760K |
| Shorepath Capital Management LLC | 0.58% | No change | 2,840 | $760K |
| Sawyer & Company, Inc | 0.30% | Add +3.1% | 2,825 | $756K |
| Agate Pass Investment Management, LLC | 0.40% | Add +4.5% | 2,819 | $754K |
| Meridian Financial Partners LLC | 0.45% | New | 2,763 | $754K |
| Golden Road Advisors LLC | 0.62% | Add +41.9% | 2,765 | $753K |
| IMPACTfolio, LLC | 0.42% | Add +162.8% | 2,815 | $753K |
| Afg Fiduciary Services Limited Partnership | 0.53% | Reduce -1.1% | 2,749 | $753K |
| Ironwood Investment Counsel, LLC | 0.13% | Reduce -6.3% | 2,805 | $750K |
| New England Professional Planning Group Inc. | 0.39% | No change | 2,804 | $750K |
| Towercrest Capital Management | 0.12% | Reduce -1.2% | 2,800 | $749K |
| Lederer & Associates Investment Counsel | 0.54% | No change | 2,799 | $749K |
| Alliance Wealth Management Group | 0.21% | Reduce -1.2% | 2,799 | $749K |
| Wittenberg Investment Management, Inc. | 0.26% | No change | 2,798 | $748K |
| Mason & Associates, LLC | 0.25% | Reduce -79.7% | 2,793 | $747K |
| Emerald Advisors, LLC | 0.11% | No change | 2,784 | $745K |
| T. Rowe Price Associates Inc. | 0.00% | Add +72.1% | 2,780 | $744K |
| Capital Planning Advisors, LLC | 0.13% | No change | 2,776 | $743K |
| Physician Wealth Solutions Inc. | 0.53% | Reduce -0.4% | 2,771 | $741K |
| All Terrain Financial Advisors, LLC | 0.31% | No change | 2,769 | $741K |
| Legacy Financial Group LLC | 0.15% | No change | 2,764 | $739K |
| Williams & Novak, LLC | 0.69% | Reduce -42.6% | 2,757 | $738K |
| Baxter Bros Inc. | 0.10% | Reduce -0.6% | 2,741 | $733K |
| Sara-Bay Financial | 0.30% | Add +4.9% | 2,740 | $733K |
| WP Advisors, LLC | 0.23% | No change | 2,733 | $731K |
| Abacus Wealth Partners, LLC | 0.12% | Add +0.0% | 2,724 | $729K |
| Sandbox Financial Partners, LLC | 0.28% | Reduce -2.4% | 2,706 | $724K |
| Bank of New Hampshire | 0.19% | Reduce -5.5% | 2,705 | $724K |
| Van Hulzen Asset Management, LLC | 0.05% | Reduce -0.1% | 2,704 | $723K |
| EnRich Financial Partners LLC | 0.26% | Add +110.6% | 2,694 | $721K |
| Shared Vision Wealth Group LLC | 0.42% | No change | 2,683 | $718K |
| San Luis Wealth Advisors LLC | 0.17% | New | 2,675 | $716K |
| Walled Lake Planning & Wealth Management, LLC | 0.29% | Add +2.3% | 2,670 | $714K |
| Princeton Global Asset Management LLC | 0.16% | Add +6090.7% | 2,662 | $712K |
| Broadleaf Partners, LLC | 0.17% | Add +16.8% | 2,651 | $709K |
| Cambridge Financial Group, LLC | 0.32% | No change | 2,650 | $709K |
| Legacy Trust | 0.18% | No change | 2,645 | $708K |
| Investment Planning Advisors, Inc. | 0.36% | — | 2,644 | $707K |
| Elmwood Wealth Management, Inc. | 0.31% | No change | 2,636 | $705K |
| Greenwood Capital Associates LLC | 0.09% | No change | 2,636 | $705K |
| Brickley Wealth Management | 0.15% | Add +11.0% | 2,627 | $703K |
| JB Capital LLC | 0.04% | Reduce -4.7% | 2,619 | $700K |
| Register Financial Advisors LLC | 0.35% | Reduce -0.5% | 2,617 | $700K |
| Fiduciary Family Office, LLC | 0.28% | No change | 2,616 | $700K |
| Riverstone Advisors, LLC | 0.43% | Add +1.5% | 2,615 | $700K |
| DF Dent & Co. Inc. | 0.01% | No change | 2,615 | $700K |
| Thrive Capital Management, LLC | 0.32% | New | 2,609 | $698K |
| Mechanics Bank Trust Department | 0.10% | No change | 2,600 | $696K |
| Quotient Wealth Partners, LLC | 0.02% | Add +35.2% | 2,591 | $693K |
| Southeast Asset Advisors, LLC | 0.08% | No change | 2,580 | $690K |
| Knightsbridge Asset Management, LLC | 0.17% | Reduce -31.8% | 2,573 | $688K |
| B & T Capital Management DBA Alpha Capital Management | 0.13% | Reduce -10.0% | 2,566 | $687K |
| Praetorian Wealth Management, Inc. | 0.18% | New | 2,565 | $686K |
| Altfest L J & Co. Inc. | 0.09% | Add +3.6% | 2,563 | $686K |
| Grant/GrossMendelsohn, LLC | 0.31% | New | 2,562 | $685K |
| Venturi Wealth Management, LLC | 0.04% | Add +8.9% | 2,561 | $685K |
| Jackson Wealth Management, LLC | 0.15% | No change | 2,559 | $685K |
| Platte River Wealth Advisors, LLC | 0.19% | No change | 2,558 | $684K |
| Alliance Wealth Advisors, LLC | 0.43% | Add +0.6% | 2,555 | $683K |
| Pine Valley Investments Ltd Liability Co | 0.05% | Add +19.6% | 2,552 | $683K |
| Atlantic Edge Private Wealth Management, LLC | 0.23% | Add +6.2% | 2,552 | $683K |
| Evolution Wealth Advisors, LLC | 0.13% | No change | 2,546 | $681K |
| Marietta Wealth Management, LLC | 0.11% | Reduce -2.4% | 2,544 | $681K |
| Aprio Wealth Management, LLC | 0.12% | Add +2.9% | 2,539 | $679K |
| Southland Equity Partners LLC | 0.19% | Reduce -0.3% | 2,533 | $678K |
| Delta Asset Management LLC | 0.06% | Add +7.3% | 2,527 | $676K |
| Invesco Ltd. | 0.00% | New | 2,525 | $675K |
| Pennsylvania Capital Management Inc. | 0.26% | Add +4.9% | 2,522 | $675K |
| Apollon Financial, LLC | 0.22% | Reduce -0.6% | 2,521 | $674K |
| Riversedge Advisors, LLC | 0.16% | Add +30.9% | 2,519 | $674K |
| CM Wealth Advisors LLC | 0.32% | Reduce -88.0% | 2,495 | $670K |
| Fishman Jay A Ltd. | 0.07% | No change | 2,500 | $669K |
| Alaska Wealth Advisors, LLC | 0.10% | Reduce -5.2% | 2,499 | $669K |
| World Equity Group, Inc. | 0.20% | Reduce -47.9% | 2,497 | $668K |
| River Wealth Advisors LLC | 0.10% | Add +4.3% | 2,496 | $668K |
| Great Waters Wealth Management | 0.10% | Reduce -2.2% | 2,488 | $665K |
| Detalus Advisors, LLC | 0.23% | Reduce -4.0% | 2,478 | $663K |
| Bienville Capital Management, LLC | 0.16% | No change | 2,463 | $661K |
| Ullmann Wealth Partners Group, LLC | 0.09% | No change | 2,465 | $660K |
| Martel Wealth Advisors LLC | 0.14% | Reduce -2.3% | 2,462 | $659K |
| First Community Trust NA | 0.56% | Add +1.3% | 2,461 | $658K |
| Sfmg, LLC | 0.06% | Add +1.4% | 2,457 | $657K |
| Prairie Wealth Advisors, Inc. | 0.33% | No change | 2,448 | $657K |
| Ruggaard & Associates LLC | 0.30% | Add +25.6% | 2,455 | $657K |
| Salvus Wealth Management, LLC | 0.45% | No change | 2,452 | $656K |
| Consilio Wealth Advisors, LLC | 0.29% | Reduce -0.7% | 2,452 | $656K |
| Keystone Wealth Services, LLC | 0.20% | Add +1.3% | 2,451 | $656K |
| SJS Investment Consulting Inc. | 0.13% | Add +0.8% | 2,449 | $655K |
| Lakeridge Wealth Management LLC | 0.39% | Add +11.3% | 2,446 | $654K |
| Anson Capital, Inc. | 0.64% | No change | 2,419 | $647K |
| Richardson Financial Services Inc. | 0.46% | Reduce -1.8% | 2,403 | $643K |
| Gilliland Jeter Wealth Management LLC | 0.21% | Reduce -1.6% | 2,385 | $638K |
| Independence Bank of Kentucky | 0.17% | No change | 2,382 | $637K |
| Financial Perspectives, Inc | 0.24% | No change | 2,380 | $637K |
| Brown Financial Advisory | 0.49% | Reduce -0.3% | 2,367 | $633K |
| Napa Wealth Management | 0.43% | No change | 2,367 | $633K |
| Element Wealth, LLC | 0.36% | Reduce -11.4% | 2,364 | $632K |
| Donor Advised Charitable Giving, Inc. | 0.01% | No change | 2,360 | $631K |
| Prosperity Consulting Group, LLC | 0.09% | Reduce -2.0% | 2,356 | $630K |
| Intrinsic Value Partners, LLC | 0.66% | Add +0.6% | 2,356 | $630K |
| Harbour Trust & Investment Management Co | 0.07% | Reduce -4.5% | 2,352 | $629K |
| RCS Financial Planning, LLC | 0.37% | Reduce -5.3% | 2,341 | $629K |
| HighMark Wealth Management LLC | 0.38% | No change | 2,344 | $627K |
| Meridian Investment Counsel Inc. | 0.20% | Add +20.6% | 2,337 | $625K |
| Adamsbrown Wealth Consultants LLC | 0.24% | No change | 2,331 | $624K |
| Manchester Financial Inc. | 0.15% | Reduce -5.8% | 2,325 | $622K |
| Quest Investment Management LLC | 0.07% | No change | 2,323 | $621K |
| Bellevue Asset Management, LLC | 0.34% | Reduce -2.1% | 2,316 | $620K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.13% | Reduce -12.0% | 2,315 | $619K |
| Mountain Capital Investment Advisors Inc. | 0.15% | Add +167.7% | 2,230 | $617K |
| Providence Capital Advisors, LLC | 0.13% | Reduce -4.0% | 2,296 | $614K |
| Harvest Investment Advisors, LLC | 0.45% | New | 2,295 | $614K |
| Foster & Motley Inc. | 0.04% | No change | 2,292 | $613K |
| Sovereign Financial Group, Inc. | 0.15% | Reduce -35.0% | 2,290 | $613K |
| Financial Synergies Wealth Advisors, Inc. | 0.08% | Add +0.0% | 2,286 | $612K |
| Pinkerton Wealth, LLC | 0.09% | Add +0.1% | 2,285 | $611K |
| Central Pacific Bank - Trust Division | 0.08% | Add +27.3% | 2,282 | $610K |
| Petra Financial Advisors Inc. | 0.44% | No change | 2,274 | $608K |
| Barlow Wealth Partners, LLC | 0.08% | No change | 2,266 | $606K |
| Marco Investment Management LLC | 0.06% | No change | 2,264 | $606K |
| CPC Advisors, LLC | 0.10% | Reduce -9.5% | 2,261 | $605K |
| Meeder Advisory Services, Inc. | 0.04% | New | 2,260 | $605K |
| Bridge Creek Capital Management LLC | 0.19% | No change | 2,251 | $602K |
| Palumbo Wealth Management LLC | 0.25% | Reduce -2.6% | 2,251 | $602K |
| Baldwin Wealth Partners LLC | 0.05% | Add +8.1% | 2,246 | $601K |
| First Pacific Financial | 0.15% | Reduce -0.7% | 2,243 | $600K |
| Viawealth, LLC | 0.37% | Add +20.3% | 2,242 | $600K |
| Eagle Ridge Investment Management | 0.06% | Add +6.4% | 2,237 | $598K |
| Dark Forest Capital Management LP | 0.11% | Reduce -36.9% | 2,233 | $597K |
| Apeiron RIA LLC | 0.18% | Add +2.5% | 2,228 | $596K |
| Inspirion Wealth Advisors, LLC | 0.09% | Add +163.9% | 2,225 | $595K |
| Curbstone Financial Management Corp | 0.13% | New | 2,224 | $595K |
| MilWealth Group LLC | 0.19% | No change | 2,222 | $594K |
| Tower Wealth Partners, Inc. | 0.37% | No change | 2,220 | $594K |
| Anchor Capital Advisors LLC | 0.02% | No change | 2,220 | $594K |
| Pinnacle Wealth Management Group, Inc. | 0.40% | Add +0.8% | 2,219 | $594K |
| GPS Wealth Strategies Group, LLC | 0.09% | Add +10.4% | 2,216 | $593K |
| GHP Investment Advisors, Inc. | 0.03% | Add +2.3% | 2,215 | $593K |
| Kanawha Capital Management LLC | 0.05% | Add +1.7% | 2,212 | $592K |
| WealthCare Investment Partners, LLC | 0.27% | Reduce -4.9% | 2,200 | $588K |
| Horizon Investment Services, LLC | 0.28% | Add +32.0% | 2,196 | $588K |
| Sonoma Private Wealth LLC | 0.95% | No change | 2,186 | $585K |
| Optimum Investment Advisors | 0.26% | Add +1.4% | 2,180 | $583K |
| 4J Wealth Management LLC | 0.48% | Add +1.5% | 2,180 | $583K |
| Up Strategic Wealth Investment Advisors LLC | 0.88% | Reduce -5.7% | 2,178 | $583K |
| Amarillo National Bank | 0.11% | No change | 2,168 | $580K |
| Veracity Capital LLC | 0.24% | Reduce -5.8% | 2,166 | $580K |
| Meridian Management Co. | 0.16% | Reduce -9.0% | 2,158 | $577K |
| New Century Financial Group, LLC | 0.24% | Add +22.6% | 2,156 | $577K |
| InTrack Investment Management Inc | 0.41% | Add +1.1% | 2,155 | $576K |
| Legacy CG, LLC | 0.20% | New | 2,155 | $576K |
| Crabel Capital Management, LLC | 0.71% | Add +4.3% | 2,152 | $576K |
| One Wealth Management Investment & Advisory Services, LLC | 0.23% | No change | 2,143 | $573K |
| Argent Advisors, Inc. | 0.23% | No change | 2,134 | $571K |
| Melone Private Wealth, LLC | 0.34% | No change | 2,127 | $569K |
| Vishria Bird Financial Group, LLC | 0.24% | No change | 2,124 | $568K |
| Catalina Capital Group, LLC | 0.21% | Reduce -0.1% | 2,107 | $564K |
| Traction Financial Partners, LLC | 0.41% | Add +2.0% | 2,066 | $563K |
| Alera Investment Advisors, LLC | 0.07% | Add +3.5% | 2,102 | $562K |
| Horan Securities, Inc. | 0.24% | Add +29.2% | 2,102 | $562K |
| Legacy Capital Group California, Inc. | 0.20% | Add +1.1% | 2,101 | $562K |
| Burton Enright Welch | 0.13% | Reduce -0.4% | 2,093 | $560K |
| Okabena Investment Services Inc. | 0.18% | Reduce -11.8% | 2,091 | $559K |
| Prevail Innovative Wealth Advisors, LLC | 0.20% | No change | 2,089 | $559K |
| Pineridge Advisors LLC | 0.19% | Add +1037.7% | 2,082 | $557K |
| Richard W. Paul & Associates, LLC | 0.21% | No change | 2,081 | $557K |
| Per Stirling Capital Management, LLC. | 0.09% | Reduce -20.1% | 2,076 | $555K |
| Colton Groome Financial Advisors, LLC | 0.22% | No change | 2,073 | $555K |
| Core Wealth Management, Inc. | 0.22% | No change | 2,072 | $554K |
| F&V Capital Management, LLC | 0.16% | New | 2,070 | $554K |
| Aufman Associates Inc | 0.39% | Add +97.6% | 2,067 | $553K |
| Fortis Capital Management LLC | 0.12% | Add +8.5% | 2,062 | $552K |
| Twin Peaks Wealth Advisors, LLC | 0.27% | Reduce -1.1% | 2,058 | $551K |
| Apriem Advisors | 0.07% | Reduce -7.6% | 2,055 | $550K |
| Cypress Financial Planning LLC | 0.23% | Add +18.2% | 2,043 | $547K |
| ERn Financial, LLC | 0.09% | No change | 2,037 | $545K |
| Conrad Siegel Investment Advisors, Inc. | 0.16% | Add +59.6% | 2,036 | $545K |
| Fiduciary Alliance LLC | 0.09% | Reduce -7.2% | 2,018 | $544K |
| Vantage Investment Partners, LLC | 0.05% | No change | 2,034 | $544K |
| Platform Technology Partners | 0.19% | — | 2,033 | $544K |
| Guardian Capital Advisors LP | 0.06% | No change | 1,975 | $543K |
| Dopkins Wealth Management, LLC | 0.33% | No change | 2,029 | $543K |
| Indiana Trust & Investment Management Co | 0.20% | No change | 2,028 | $543K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.06% | Reduce -1.0% | 2,026 | $542K |
| Family Manage LLC | 0.10% | No change | 2,022 | $541K |
| Ironwood Wealth Management, LLC. | 0.18% | Reduce -23.0% | 2,015 | $539K |
| Penobscot Wealth Management | 0.32% | Reduce -16.6% | 1,980 | $539K |
| Schorn Wealth LLC | 0.19% | New | 2,014 | $539K |
| Goldstein Advisors, LLC | 0.09% | Reduce -5.1% | 2,014 | $539K |
| Wheelhouse Advisory Group LLC | 0.38% | Add +8.4% | 1,991 | $537K |
| RiverGlades Family Offices LLC | 0.42% | Add +10.5% | 2,005 | $536K |
| Fortitude Advisory Group L.L.C. | 0.32% | Add +23.8% | 2,005 | $536K |
| Insight Advisors, LLC/ PA | 0.10% | Add +2.9% | 2,002 | $536K |
| Capital Planning LLC | 0.16% | No change | 1,991 | $535K |
| M. Kraus & Co | 0.16% | No change | 1,994 | $533K |
| Deltec Asset Management LLC | 0.10% | No change | 1,983 | $530K |
| Gallagher Fiduciary Advisors, LLC | 0.12% | Reduce -5.5% | 1,980 | $530K |
| US Financial Advisors, LLC | 0.18% | New | 1,974 | $528K |
| LBMC Investment Advisors, LLC | 0.05% | Add +103.4% | 1,973 | $528K |
| SOA Wealth Advisors, LLC. | 0.11% | Add +2.1% | 1,970 | $527K |
| Lyell Wealth Management, LP | 0.05% | Reduce -0.3% | 1,969 | $527K |
| Welch Group, LLC | 0.03% | Add +14.4% | 1,968 | $526K |
| Wayfinding Financial, LLC | 0.30% | Add +0.1% | 1,962 | $526K |
| Sterling Investment Management, LLC | 0.40% | No change | 1,960 | $524K |
| Childress Capital Advisors, LLC | 0.15% | No change | 1,957 | $523K |
| Pacific Global Investment Management Co. | 0.10% | No change | 1,953 | $522K |
| Buttonwood Financial Advisors Inc. | 0.24% | Reduce -0.1% | 1,939 | $519K |
| Greenwood Gearhart LLC | 0.05% | Reduce -0.8% | 1,939 | $519K |
| Kowal Investment Group, LLC | 0.10% | Reduce -23.6% | 1,934 | $517K |
| Whitcomb & Hess, Inc. | 0.16% | No change | 1,934 | $517K |
| DGS Capital Management, LLC | 0.15% | Add +40.6% | 1,934 | $517K |
| Retirement Investment Advisors, Inc. | 0.06% | — | 1,929 | $516K |
| Herold Advisors, Inc. | 0.12% | No change | 1,927 | $516K |
| Chicago Wealth Management, Inc. | 0.30% | Add +2.2% | 1,925 | $515K |
| MSH Capital Advisors LLC | 0.17% | Reduce -14.8% | 1,924 | $515K |
| Blue Barn Wealth, LLC | 0.29% | No change | 1,919 | $513K |
| TrinityPoint Wealth, LLC | 0.08% | Add +0.1% | 1,916 | $513K |
| Roman Butler Fullerton & Co. | 0.17% | Reduce -0.2% | 1,861 | $512K |
| Awm Capital, LLC | 0.08% | No change | 1,911 | $511K |
| Savvy Advisors, Inc. | 0.17% | Add +0.3% | 1,910 | $511K |
| Uptick Partners, LLC | 0.39% | No change | 1,961 | $510K |
| CPA Asset Management Group, LLC | 0.27% | No change | 1,904 | $509K |
| Patten & Patten Inc. | 0.04% | Reduce -32.1% | 1,899 | $508K |
| Taylor Hoffman Wealth Management | 0.21% | No change | 1,893 | $507K |
| New Insight Wealth Advisors | 0.30% | Add +0.2% | 1,895 | $507K |
| Biechele Royce Advisors | 0.17% | Add +2.6% | 1,884 | $504K |
| Wealth Forward, LLC | 0.39% | Add +1.0% | 1,880 | $503K |
| Northside Capital Management, LLC | 0.09% | No change | 1,880 | $503K |
| Clayton Financial Group LLC | 0.22% | Add +14.9% | 1,933 | $502K |
| 1834 Investment Advisors Co. | 0.06% | Reduce -1.3% | 1,874 | $501K |
| Ewa, LLC | 0.21% | Add +3.6% | 1,830 | $501K |
| Horizons Wealth Management | 0.40% | Add +0.9% | 1,839 | $498K |
| Spirepoint Private Client, LLC | 0.07% | Reduce -1.2% | 1,854 | $496K |
| Beverly Hills Private Wealth, LLC | 0.11% | No change | 1,853 | $496K |
| Windsor Advisory Group, LLC | 0.99% | Add +1.2% | 1,850 | $495K |
| SWAN Capital LLC | 0.27% | No change | 1,849 | $495K |
| Keeler Thomas Management LLC | 0.17% | Reduce -3.0% | 1,846 | $494K |
| Financial Guidance Group, Inc. | 0.30% | Reduce -16.6% | 1,845 | $494K |
| LifePro Asset Management | 0.35% | Reduce -3.7% | 1,844 | $493K |
| BCGM Wealth Management, LLC | 0.17% | Add +1.8% | 1,844 | $493K |
| Nova R Wealth, Inc. | 0.25% | Add +7.5% | 1,840 | $492K |
| First American Trust, FSB | 0.05% | No change | 1,830 | $490K |
| HMS Capital Management, LLC | 0.25% | No change | 1,829 | $489K |
| Bar Harbor Wealth Management | 0.03% | No change | 1,825 | $488K |
| Chilton Capital Management LLC | 0.02% | No change | 1,825 | $488K |
| ZWJ Investment Counsel Inc. | 0.02% | Reduce -2.3% | 1,825 | $488K |
| 49 Wealth Management, LLC | 0.10% | Add +28.7% | 1,811 | $485K |
| Retirement Financial Solutions, LLC | 0.23% | No change | 1,813 | $485K |
| Blue Fin Capital, Inc. | 0.10% | Add +0.1% | 1,812 | $485K |
| Clearstead Trust, LLC | 0.12% | No change | 1,811 | $485K |
| ESL Trust Services, LLC | 0.12% | Add +16.8% | 1,809 | $484K |
| Family Investment Center, Inc. | 0.14% | No change | 1,806 | $483K |
| Richard C. Young & CO., LTD. | 0.06% | No change | 1,804 | $483K |
| Cary Street Partners Asset Management LLC | 0.07% | Add +3.4% | 1,802 | $482K |
| TFG Advisers LLC | 0.19% | Add +7.0% | 1,794 | $480K |
| Pasadena Private Wealth, LLC | 0.11% | Reduce -8.1% | 1,792 | $479K |
| Destiny Wealth Partners, LLC | 0.09% | No change | 1,788 | $478K |
| Prosperity Wealth Management, Inc. | 0.23% | No change | 1,784 | $477K |
| Gould Asset Management LLC | 0.11% | No change | 1,775 | $475K |
| Baker Tilly Wealth Management, LLC | 0.19% | Reduce -8.0% | 1,774 | $475K |
| One Wealth Advisors, LLC | 0.10% | Add +3.2% | 1,789 | $470K |
| Red Mountain Financial, LLC | 0.57% | — | 1,753 | $469K |
| Paragon Capital Management Ltd | 0.09% | Reduce -0.4% | 1,749 | $468K |
| Grey Fox Wealth Advisors, LLC | 0.16% | Add +3.1% | 1,739 | $467K |
| Zeit Capital LLC | 0.38% | No change | 1,744 | $467K |
| Charter Research & Investment Group, Inc. | 0.37% | Reduce -14.7% | 1,744 | $467K |
| Frisch Financial Group, Inc. | 0.14% | Add +4.5% | 1,733 | $464K |
| Stiles Financial Services Inc | 0.18% | New | 1,734 | $464K |
| First County Bank | 0.24% | Reduce -10.9% | 1,733 | $464K |
| Hibernia Wealth Partners, LLC | 0.16% | Reduce -54.7% | 1,730 | $463K |
| Wealthgarden F.S. LLC | 0.49% | — | 1,728 | $462K |
| Guardian Wealth Advisors, LLC | 0.30% | No change | 1,724 | $461K |
| Seascape Capital Management | 0.17% | Reduce -6.4% | 1,723 | $461K |
| Fifth Third Wealth Advisors LLC | 0.04% | New | 1,723 | $461K |
| Norden Group LLC | 0.09% | Reduce -8.6% | 1,722 | $461K |
| Westover Capital Advisors, LLC | 0.12% | Add +8.9% | 1,718 | $460K |
| Trillium Asset Management, LLC | 0.01% | No change | 1,716 | $459K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -1.3% | 1,715 | $459K |
| Crane Advisory, LLC | 0.09% | No change | 1,674 | $456K |
| Cambridge Capital Management, LLC | 0.34% | No change | 1,696 | $454K |
| Trust Co. of Oklahoma | 0.16% | No change | 1,694 | $453K |
| Aull & Monroe Investment Management Corp | 0.22% | No change | 1,693 | $453K |
| Mirador Capital Partners LP | 0.09% | Add +11.4% | 1,691 | $452K |
| Americana Partners, LLC | 0.04% | No change | 1,677 | $449K |
| Triune Financial Partners, LLC | 0.15% | Add +25.8% | 1,676 | $448K |
| Quent Capital, LLC | 0.05% | Reduce -0.5% | 1,675 | $448K |
| Arcataur Capital Management LLC | 0.16% | No change | 1,673 | $448K |
| Ellis Investment Partners, LLC | 0.09% | Add +10.9% | 1,672 | $447K |
| Clarity Asset Management, Inc. | 0.32% | No change | 1,672 | $447K |
| Chemistry Wealth Management LLC | 0.12% | Add +3.0% | 1,668 | $446K |
| Diligent Investors, LLC | 0.11% | Add +0.3% | 1,668 | $446K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -82.1% | 1,666 | $446K |
| Arcadia Wealth Management, LLC | 0.25% | Add +6.7% | 1,662 | $445K |
| BlueChip Wealth Advisors LLC | 0.26% | No change | 1,656 | $443K |
| Elser Financial Planning, Inc | 0.07% | — | 1,656 | $443K |
| Ameraudi Asset Management, Inc. | 0.20% | No change | 1,652 | $442K |
| Alta Wealth Advisors LLC | 0.22% | Add +6.1% | 1,647 | $441K |
| Strata Wealth Advisors, LLC | 0.15% | Reduce -26.2% | 1,645 | $440K |
| Mma Asset Management LLC | 0.20% | Reduce -5.0% | 1,634 | $437K |
| Callan Capital, LLC | 0.04% | Add +39.0% | 1,628 | $436K |
| Maple Capital Management, Inc. | 0.04% | Add +24.4% | 1,628 | $436K |
| Pioneer Wealth Management Group | 0.23% | Add +75.9% | 1,627 | $435K |
| Lummis Asset Management, LP | 0.57% | No change | 1,626 | $435K |
| Vestia Personal Wealth Advisors | 0.46% | — | 15,091 | $435K |
| Fulcrum Capital LLC | 0.10% | Reduce -10.4% | 1,624 | $434K |
| Oak Harvest Investment Services | 0.07% | Reduce -28.0% | 1,613 | $431K |
| Thrive Wealth Management, LLC | 0.08% | Add +2.6% | 1,610 | $431K |
| Elevated Capital Advisors, LLC | 0.12% | Reduce -7.2% | 1,608 | $430K |
| Indie Asset Partners, LLC | 0.34% | Add +81.2% | 1,607 | $430K |
| Beacon Financial Advisory LLC | 0.16% | Add +10.7% | 1,604 | $429K |
| Maripau Wealth Management LLC | 0.29% | New | 1,597 | $429K |
| Rollins Financial Advisors, LLC | 0.07% | Reduce -10.7% | 1,602 | $428K |
| Arthur M. Cohen & Associates, LLC | 0.08% | Reduce -38.4% | 1,600 | $428K |
| Point Windward Advisors Inc. | 0.18% | Reduce -4.3% | 1,600 | $428K |
| Trajan Wealth LLC | 0.03% | New | 1,598 | $427K |
| Northern Capital Management, Inc. | 0.28% | Reduce -3.1% | 1,591 | $426K |
| John G Ullman & Associates Inc. | 0.06% | New | 1,588 | $425K |
| Carmel Capital Partners, LLC | 0.18% | Add +1.0% | 1,579 | $422K |
| Optivise Advisory Services LLC | 0.23% | — | 1,579 | $422K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.20% | No change | 1,573 | $422K |
| Zullo Investment Group, Inc. | 0.19% | No change | 1,578 | $422K |
| Vertex Planning Partners, LLC | 0.11% | Reduce -5.8% | 1,577 | $422K |
| ICA Group Wealth Management, LLC | 0.25% | Reduce -87.5% | 1,576 | $422K |
| FFG Partners, LLC | 0.18% | No change | 1,575 | $422K |
| Patten Group, Inc. | 0.10% | Reduce -0.6% | 1,572 | $421K |
| Ritter Daniher Financial Advisory LLC / DE | 0.13% | Reduce -7.6% | 1,565 | $419K |
| Chartist Inc. | 0.22% | Reduce -13.4% | 1,560 | $417K |
| Intellectus Partners, LLC | 0.11% | Reduce -10.6% | 1,554 | $417K |
| Triangle Securities Wealth Management | 0.12% | No change | 1,557 | $417K |
| TCWP LLC | 1.02% | New | 1,555 | $416K |
| Montecito Bank & Trust | 0.08% | No change | 1,555 | $416K |
| Fielder Capital Group LLC | 0.16% | No change | 1,555 | $416K |
| Edge Financial Advisors LLC | 0.43% | Add +3.5% | 1,553 | $416K |
| Keebeck Wealth Management | 0.06% | Reduce -0.7% | 1,528 | $410K |
| Sage Capital Management, LLC | 0.21% | No change | 1,528 | $409K |
| Sugar Maple Asset Management, LLC | 0.39% | No change | 1,524 | $408K |
| Bond & Devick Financial Network, Inc. | 0.22% | New | 1,523 | $407K |
| Legacy Advisors, LLC | 0.05% | No change | 1,514 | $406K |
| Sachem Hill LLC | 0.09% | Add +26.0% | 1,514 | $405K |
| Trivium Point Advisory, LLC | 0.06% | Add +4.0% | 1,506 | $403K |
| Riverwater Partners LLC | 0.30% | Reduce -7.0% | 1,500 | $401K |
| Rock Point Advisors, LLC | 0.12% | No change | 1,500 | $401K |
| Collective Family Office LLC | 0.12% | No change | 1,500 | $401K |
| BetterWealth, LLC | 0.13% | Add +1.9% | 1,498 | $401K |
| Coppell Advisory Solutions LLC | 0.07% | — | 1,497 | $400K |
| RE Dickinson Investment Advisors, LLC | 0.24% | No change | 1,494 | $400K |
| Retirement Systems of Alabama | 0.00% | No change | 1,490 | $399K |
| Coombe, Bender & Co LLC | 0.23% | Add +0.2% | 1,487 | $398K |
| Navalign, LLC | 0.13% | Add +11.5% | 1,486 | $397K |
| Strait & Sound Wealth Management LLC | 0.20% | Add +10.6% | 1,482 | $396K |
| Flagstone Financial Management | 0.15% | Add +1.1% | 1,481 | $396K |
| Affinity Wealth Management LLC | 0.07% | No change | 1,478 | $395K |
| Kure Advisory, LLC | 0.32% | Reduce -8.5% | 1,475 | $395K |
| Triton Wealth Management, PLLC | 0.23% | Add +18.7% | 1,437 | $393K |
| Tobias Financial Advisors, Inc. | 0.08% | Reduce -4.2% | 1,469 | $393K |
| Addison Advisors LLC | 0.13% | Add +0.5% | 1,463 | $391K |
| Fusion Capital, LLC | 0.18% | Add +3.1% | 1,461 | $391K |
| Peregrine Asset Advisers, Inc. | 0.15% | Add +1.0% | 1,454 | $389K |
| Encompass Wealth Advisors, LLC | 0.10% | Add +4.2% | 1,444 | $386K |
| Opus Capital Group, LLC | 0.06% | Add +3.0% | 1,443 | $386K |
| Swisher Financial Concepts, Inc. | 0.39% | Add +55.3% | 1,426 | $384K |
| Hamilton Capital, LLC | 0.03% | Reduce -22.0% | 1,429 | $382K |
| Lynch & Associates | 0.09% | No change | 1,429 | $382K |
| Stablepoint Partners, LLC | 0.07% | Add +0.6% | 1,416 | $382K |
| Parker Financial LLC | 0.21% | Reduce -0.6% | 1,419 | $380K |
| Novare Capital Management LLC | 0.03% | Reduce -2.8% | 1,414 | $378K |
| RKL Wealth Management LLC | 0.04% | No change | 1,414 | $378K |
| Schiavi & Co LLC | 0.15% | Add +30.0% | 1,407 | $376K |
| Paragon Private Wealth Management, LLC | 0.21% | New | 1,406 | $376K |
| Safeguard Investment Advisory Group, LLC | 0.12% | No change | 1,406 | $376K |
| Horizon Kinetics Asset Management LLC | 0.01% | Reduce -18.4% | 1,405 | $376K |
| Spectrum Investment Advisors, Inc. | 0.27% | New | 1,403 | $375K |
| Cardinal Strategic Wealth Guidance | 0.14% | No change | 1,402 | $375K |
| Buska Wealth Management, LLC | 0.15% | No change | 1,398 | $374K |
| NTV Asset Management LLC | 0.05% | Add +6.4% | 1,393 | $373K |
| Lockerman Financial Group, Inc. | 0.68% | Reduce -0.6% | 1,392 | $372K |
| Sterling Group Wealth Management, LLC | 0.21% | — | 1,392 | $372K |
| Willow Creek Wealth Management Inc. | 0.04% | Add +15.3% | 1,390 | $372K |
| Nelson Capital Management, LLC | 0.07% | Add +24.8% | 1,390 | $372K |
| Prosperity Financial Group, Inc. | 0.23% | No change | 1,389 | $371K |
| Burt Wealth Advisors | 0.10% | Reduce -11.8% | 1,385 | $371K |
| High Probability Advisors, LLC | 0.07% | Add +4.0% | 1,379 | $369K |
| tru Independence LLC | 0.11% | Add +5.9% | 1,377 | $368K |
| Garden State Investment Advisory Services LLC | 0.13% | No change | 1,371 | $368K |
| Vermillion & White Wealth Management Group, LLC | 0.28% | Add +3.0% | 1,373 | $367K |
| First Merchants Corp. | 0.01% | Reduce -19.6% | 1,370 | $366K |
| TrueWealth Advisors, LLC | 0.14% | Add +26.6% | 1,369 | $366K |
| Parker Investment Management, LLC | 0.06% | New | 1,368 | $366K |
| First Financial Bankshares Inc | 0.01% | Reduce -26.4% | 1,367 | $366K |
| Bensler, LLC | 0.05% | Reduce -0.3% | 1,366 | $366K |
| Nicholas Wealth, LLC. | 0.26% | Add +17.2% | 1,359 | $364K |
| Woodley Farra Manion Portfolio Management Inc. | 0.02% | Add +0.5% | 1,350 | $363K |
| Arkos Global Advisors | 0.06% | New | 1,353 | $362K |
| Conservest Capital Advisors, Inc. | 0.04% | No change | 1,387 | $360K |
| Kintra Wealth, LLC | 0.26% | Add +13.3% | 1,346 | $360K |
| Cypress Wealth Services, LLC | 0.08% | Add +2.9% | 1,344 | $360K |
| McCollum Christoferson Group LLC | 0.11% | No change | 1,341 | $359K |
| Oxinas Partners, LLC | 0.24% | Reduce -2.6% | 1,340 | $358K |
| Richardson Capital Management LLC | 0.27% | Add +63.4% | 1,333 | $357K |
| Act Two Investors LLC | 0.07% | New | 1,318 | $353K |
| Sachetta, LLC | 0.15% | Reduce -23.4% | 1,307 | $351K |
| Darrow Company, Inc. | 0.23% | Add +0.1% | 1,312 | $351K |
| Lifeworks Advisors, LLC | 0.10% | Reduce -58.9% | 1,310 | $350K |
| Fagan Associates, Inc. | 0.06% | Reduce -4.1% | 1,309 | $350K |
| Villere St Denis J & Co. LLC | 0.03% | No change | 1,301 | $348K |
| CoreFirst Bank & Trust | 0.23% | No change | 1,300 | $348K |
| Northcape Wealth Management, LLC | 0.13% | Add +62.5% | 1,300 | $348K |
| Pettyjohn, Wood & White, Inc. | 0.07% | No change | 1,300 | $348K |
| Atwood & Palmer Inc. | 0.03% | No change | 1,300 | $348K |
| Two Sigma Securities, LLC | 0.02% | No change | 1,300 | $348K |
| Peoples Bank | 0.18% | No change | 1,299 | $347K |
| Advisor Resource Council | 0.46% | Add +108.5% | 7,511 | $347K |
| Drake & Associates, LLC | 0.12% | Add +0.2% | 1,295 | $346K |
| Johns Hopkins University | 0.01% | Reduce -5.7% | 1,293 | $346K |
| Northwest Bancshares, Inc. | 0.06% | Reduce -1.4% | 1,292 | $346K |
| Revisor Wealth Management LLC | 0.24% | Add +16.1% | 1,291 | $345K |
| Obsidian Cio, LLC | 0.08% | Reduce -4.3% | 1,290 | $345K |
| Affinity Capital Advisors, LLC | 0.07% | Add +27.1% | 1,286 | $344K |
| Global Strategic Investment Solutions, LLC | 0.04% | No change | 1,283 | $343K |
| Avondale Wealth Management | 0.23% | No change | 1,282 | $343K |
| Advisory Resource Group | 0.08% | Add +0.2% | 1,282 | $343K |
| Secure Asset Management, LLC | 0.06% | Reduce -62.5% | 1,270 | $340K |
| Capital Investment Services of America, Inc. | 0.03% | Add +9.3% | 1,270 | $340K |
| Private Client Services, LLC | 0.21% | Add +9.7% | 1,268 | $339K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -0.8% | 1,268 | $339K |
| Purus Wealth Management, LLC | 0.15% | No change | 1,262 | $338K |
| WestHill Financial Advisors, Inc. | 0.08% | No change | 1,253 | $335K |
| Hazlett, Burt & Watson, Inc. | 0.17% | Reduce -1.6% | 1,249 | $335K |
| Dakota Community Bank & Trust NA | 1.80% | No change | 1,250 | $334K |
| LCNB Corp. | 0.12% | No change | 1,250 | $334K |
| Waterfront Wealth Inc. | 0.09% | Reduce -16.9% | 1,247 | $334K |
| Leeward Financial Partners, LLC | 0.13% | Add +4.3% | 1,241 | $332K |
| Paragon Advisors, LLC | 0.12% | Add +35.5% | 1,241 | $332K |
| Canandaigua National Bank & Trust Co. | 0.04% | New | 1,237 | $331K |
| Compton Financial Group, LLC | 0.11% | No change | 1,232 | $330K |
| Weybosset Research & Management LLC | 0.12% | No change | 1,225 | $328K |
| Orion Capital Management LLC | 0.17% | No change | 1,222 | $327K |
| Sentinel Pension Advisors, LLC | 0.07% | New | 1,221 | $327K |
| Better Money Decisions, LLC | 0.25% | Reduce -12.6% | 1,221 | $327K |
| Diversified Investment Strategies, LLC | 0.23% | No change | 1,220 | $326K |
| Northstar Asset Management Inc. | 0.08% | No change | 1,219 | $326K |
| Peirce Capital Management, LLC | 0.17% | Reduce -61.6% | 1,217 | $326K |
| Leading Edge Financial Planning LLC | 0.13% | Add +1.6% | 1,214 | $325K |
| Private Capital Management, LLC | 0.04% | Reduce -6.2% | 1,214 | $325K |
| Elevate Wealth Advisory, Inc. | 0.26% | Reduce -0.6% | 1,209 | $324K |
| Vigilare Wealth Management | 0.14% | No change | 1,209 | $323K |
| Red Tortoise LLC | 0.18% | No change | 1,208 | $323K |
| Essex Investment Management Co. LLC | 0.06% | No change | 1,206 | $323K |
| AAF Wealth Management, LLC | 0.17% | New | 1,206 | $323K |
| Unique Wealth, LLC | 0.08% | Reduce -0.6% | 1,197 | $320K |
| Cape Investment Advisory, Inc. | 0.14% | Reduce -11.2% | 1,192 | $319K |
| Condor Capital Management | 0.03% | No change | 1,192 | $319K |
| Archford Capital Strategies, LLC | 0.05% | Add +48.9% | 1,190 | $318K |
| Westwood Holdings Group Inc. | 0.00% | No change | 1,190 | $318K |
| Intelligence Driven Advisers, LLC | 0.04% | Reduce -0.4% | 1,185 | $317K |
| Cape Cod Five Cents Savings Bank | 0.03% | No change | 1,183 | $316K |
| American State Bank (Iowa) | 0.20% | No change | 1,181 | $316K |
| Montz Harcus Wealth Management LLC | 0.20% | Add +19.6% | 1,180 | $316K |
| Donaldson Capital Management, LLC | 0.01% | Add +8.1% | 1,177 | $315K |
| Strategic Advisors LLC | 0.06% | Reduce -11.3% | 1,172 | $313K |
| Solutions 4 Wealth, Ltd | 0.71% | Add +4.5% | 1,171 | $313K |
| Sound Income Strategies, LLC | 0.02% | Reduce -9.0% | 1,169 | $313K |
| Able Wealth Management LLC | 0.26% | Reduce -8.8% | 1,162 | $311K |
| Silvia McColl Wealth Management, LLC | 0.26% | No change | 1,162 | $311K |
| Prostatis Group LLC | 0.11% | Add +0.4% | 1,160 | $310K |
| Schrum Private Wealth Management LLC | 0.28% | New | 1,151 | $308K |
| Sharp Wealth Advisory, LLC | 0.26% | Reduce -22.1% | 1,142 | $305K |
| Walker Asset Management, LLC | 0.20% | No change | 1,138 | $304K |
| Financial Futures Ltd Liability Co. | 0.19% | Reduce -7.6% | 1,138 | $304K |
| MinichMacGregor Wealth Management, LLC | 0.07% | New | 1,136 | $304K |
| Pinnacle Family Advisors, LLC | 0.17% | Add +1.0% | 1,136 | $304K |
| Patrick M Sweeney & Associates, Inc. | 0.24% | No change | 1,130 | $302K |
| Trinity Wealth Management, LLC | 0.15% | Add +9.4% | 1,130 | $302K |
| MIdWestOne Financial Group, Inc. | 0.05% | No change | 1,130 | $302K |
| Balboa Wealth Partners | 0.08% | New | 1,129 | $302K |
| Walter & Keenan Wealth Management LLC /in/ | 0.10% | Add +29.0% | 1,129 | $302K |
| GoalFusion Wealth Management, LLC | 0.19% | No change | 1,127 | $301K |
| True Link Financial Advisors, LLC | 0.03% | Add +20.6% | 1,126 | $301K |
| Signal Advisors Wealth, LLC | 0.66% | New | 1,122 | $301K |
| Main Management LLC | 0.02% | Reduce -6.7% | 1,126 | $301K |
| KM Capital Management Ltd. | 0.16% | No change | 1,125 | $301K |
| Ingalls & Snyder LLC | 0.01% | No change | 1,121 | $300K |
| Rezny Wealth Management, Inc. | 0.08% | New | 1,120 | $300K |
| Nilsine Partners, LLC | 0.04% | Reduce -12.5% | 1,120 | $300K |
| MKT Advisors LLC | 0.15% | Add +0.3% | 1,100 | $300K |
| Godshalk Welsh Capital Management, Inc. | 0.20% | No change | 1,115 | $298K |
| Guardian Financial Partners, LLC | 0.20% | No change | 1,114 | $298K |
| Castle Rock Wealth Management, LLC | 0.07% | No change | 1,106 | $296K |
| Andina Capital Management, LLC | 0.22% | New | 1,105 | $296K |
| Alamar Capital Management, LLC | 0.18% | — | 1,100 | $295K |
| Hofer & Associates. Inc | 0.23% | Add +14.2% | 1,103 | $295K |
| Laurel Wealth Advisors LLC | 0.05% | No change | 1,100 | $294K |
| Cowa, LLC | 0.16% | No change | 1,098 | $294K |
| Wealth Management Partners, LLC | 0.14% | Reduce -3.4% | 1,096 | $293K |
| M Holdings Securities, Inc. | 0.04% | New | 1,086 | $293K |
| Wedgewood Investors Inc. | 0.35% | — | 1,094 | $293K |
| Auxano Advisors, LLC | 0.08% | Reduce -31.4% | 1,090 | $292K |
| Chaney Capital Management, Inc. | 0.19% | New | 1,090 | $292K |
| West Branch Capital LLC | 0.11% | No change | 1,087 | $291K |
| M. Kulyk & Associates, LLC | 0.07% | Add +2.2% | 1,087 | $291K |
| Forte Asset Management LLC | 0.17% | No change | 1,080 | $290K |
| Halpern Financial, Inc. | 0.08% | Reduce -4.5% | 1,083 | $290K |
| WESPAC Advisors, LLC | 0.23% | Reduce -4.7% | 1,081 | $289K |
| Spectrum Planning & Advisory Services Inc. | 0.28% | — | 1,070 | $288K |
| Ruedi Wealth Management, Inc. | 0.11% | Reduce -71.7% | 1,074 | $287K |
| Private Wealth Strategies, L.L.C. | 0.06% | No change | 1,073 | $287K |
| Ballast, Inc. | 0.09% | No change | 1,072 | $287K |
| Verum Partners LLC | 0.09% | Add +5.0% | 1,070 | $286K |
| 17 Capital Partners, LLC | 0.20% | Add +23.8% | 1,065 | $285K |
| Abich Financial Wealth Management LLC | 0.19% | Add +36.1% | 1,064 | $285K |
| Narwhal Capital Management | 0.03% | No change | 1,061 | $284K |
| Russell Investments Group, Ltd. | 0.00% | Add +449.2% | 1,060 | $284K |
| Fortis Advisors, LLC | 0.20% | Add +10.0% | 1,059 | $283K |
| Core Wealth Partners LLC | 0.19% | Add +0.3% | 1,056 | $283K |
| Mark Sheptoff Financial Planning, LLC | 0.16% | Add +1.0% | 1,054 | $282K |
| Fortem Financial Group, LLC | 0.12% | New | 1,051 | $281K |
| Hillcrest Wealth Advisors - NY, LLC | 0.15% | Reduce -12.5% | 1,050 | $281K |
| Fairway Wealth LLC | 0.16% | No change | 1,046 | $280K |
| Legacy Financial Group, Inc. | 0.11% | Add +0.1% | 1,043 | $279K |
| Commonwealth Financial Services, LLC | 0.06% | Add +0.3% | 1,024 | $279K |
| Vance Wealth, LLC | 0.11% | Add +2.0% | 1,039 | $278K |
| Cutter & CO Brokerage, Inc. | 0.07% | Reduce -5.5% | 1,038 | $278K |
| Laurel Wealth Planning LLC | 0.19% | No change | 1,035 | $277K |
| Financial Security Advisor, Inc. | 0.09% | Add +0.4% | 1,028 | $276K |
| Financial Consulate, Inc. | 0.08% | Add +7.5% | 1,031 | $276K |
| FSB Premier Wealth Management, Inc. | 0.12% | No change | 1,030 | $276K |
| Buffington Mohr McNeal | 0.05% | Reduce -1.0% | 1,030 | $276K |
| Concorde Asset Management, LLC | 0.17% | Reduce -23.1% | 1,020 | $273K |
| Tranquility Partners, LLC | 0.10% | Add +2.4% | 1,019 | $273K |
| Madison Park Capital Advisors, LLC | 0.23% | No change | 1,015 | $271K |
| Lafayette Investments, Inc. | 0.06% | Add +29.2% | 1,014 | $271K |
| Joule Financial, LLC | 0.11% | Add +12.0% | 1,006 | $270K |
| Goodwin Investment Advisory | 0.12% | No change | 1,010 | $270K |
| Epiq Partners, LLC | 0.18% | No change | 1,001 | $268K |
| TFC Financial Management, Inc. | 0.05% | Add +240.5% | 1,001 | $268K |
| Bantamac Capital, LLC | 0.16% | No change | 1,000 | $268K |
| JBF Capital, Inc. | 0.04% | No change | 1,000 | $268K |
| TRUE Private Wealth Advisors | 0.03% | Reduce -5.3% | 998 | $267K |
| Robinson Smith Wealth Advisors LLC | 0.23% | New | 997 | $267K |
| Dearborn Partners LLC | 0.01% | Reduce -11.6% | 996 | $266K |
| Cottage Street Advisors LLC | 0.16% | No change | 995 | $266K |
| G&S Capital LLC | 0.12% | Add +0.3% | 962 | $266K |
| Matisse Capital | 0.13% | No change | 995 | $266K |
| Dana Investment Advisors, Inc. | 0.01% | Reduce -0.4% | 995 | $266K |
| Sittner & Nelson, LLC | 0.13% | No change | 990 | $265K |
| Signature Resources Capital Management, LLC | 0.22% | Add +0.2% | 989 | $265K |
| Summit X, LLC | 0.06% | Add +19.4% | 973 | $263K |
| Lunt Capital Management, Inc. | 0.13% | No change | 982 | $263K |
| Toronto Dominion Bank | 0.00% | Reduce -2.0% | 980 | $262K |
| Mendota Financial Group, LLC | 0.14% | Reduce -4.9% | 979 | $262K |
| Farmers National Bank | 0.08% | Reduce -14.3% | 975 | $261K |
| Flaharty Asset Management, LLC | 0.04% | No change | 975 | $261K |
| Peterson Financial Group, Inc. | 1.58% | No change | 972 | $260K |
| Moulton Wealth Management, Inc. | 0.23% | New | 944 | $259K |
| GEM Asset Management, LLC | 0.16% | No change | 966 | $259K |
| Mengis Capital Management, Inc. | 0.05% | Reduce -7.1% | 966 | $258K |
| Koesten, Hirschmann & Crabtree, INC. | 0.17% | No change | 994 | $258K |
| Holderness Investments Co. | 0.06% | Add +23.6% | 965 | $258K |
| Lloyd Advisory Services, LLC. | 0.12% | New | 963 | $258K |
| American Financial & Tax Strategies Inc. | 0.14% | Reduce -8.1% | 960 | $257K |
| FMB Wealth Management | 0.20% | No change | 959 | $257K |
| Private Management Group Inc. | 0.01% | Add +2.7% | 955 | $255K |
| DDFG, Inc | 0.08% | No change | 955 | $255K |
| Rockport Wealth LLC | 0.11% | Add +0.1% | 954 | $255K |
| Heartwood Wealth Advisors LLC | 0.03% | Add +10.1% | 952 | $255K |
| River Street Advisors LLC | 0.16% | No change | 951 | $254K |
| Cadent Capital Advisors, LLC | 0.10% | No change | 950 | $254K |
| Orin Green Financial, LLC | 0.12% | New | 949 | $254K |
| TCV Trust & Wealth Management, Inc. | 0.02% | New | 947 | $253K |
| Provident Investment Management, Inc. | 0.02% | No change | 946 | $253K |
| Accent Capital Management, LLC | 0.16% | Add +2.7% | 945 | $253K |
| Northwest Bank & Trust Co | 0.21% | No change | 938 | $251K |
| North Point Portfolio Managers Corp. | 0.04% | No change | 934 | $250K |
| Heritage Trust Co | 0.03% | Add +2.3% | 933 | $250K |
| Mairs & Power Inc. | 0.00% | Add +12.4% | 931 | $249K |
| Riverbridge Partners LLC | 0.00% | Reduce -0.1% | 925 | $248K |
| Klingenstein Fields & Co. LP | 0.01% | No change | 920 | $246K |
| Seelaus Asset Management LLC | 0.26% | New | 920 | $246K |
| Woodstock Corp. | 0.03% | No change | 920 | $246K |
| Welch & Forbes LLC | 0.00% | Reduce -19.2% | 917 | $245K |
| Eastern Bank | 0.01% | No change | 914 | $245K |
| Stanley-Laman Group, Ltd. | 0.03% | Reduce -2.1% | 913 | $244K |
| Firethorn Wealth Partners, LLC | 0.14% | No change | 911 | $244K |
| Absher Wealth Management, LLC | 0.03% | New | 911 | $244K |
| JRM Investment Counsel, LLC | 0.09% | No change | 910 | $243K |
| Community Bank of Raymore | 0.19% | New | 909 | $243K |
| Pavion Blue Capital, LLC | 0.12% | No change | 904 | $242K |
| Alpha Omega Group, Inc. | 0.31% | Add +0.1% | 903 | $242K |
| TAP Consulting, LLC | 0.05% | Reduce -2.8% | 901 | $241K |
| Abbot Financial Management, Inc. | 0.13% | Add +12.6% | 894 | $239K |
| Mechanics Financial Corp | 0.12% | No change | 893 | $239K |
| Heritage Wealth Management, LLC | 0.13% | Add +2.4% | 891 | $238K |
| Heritage Family Offices, LLP | 0.13% | — | 891 | $238K |
| Birch Hill Investment Advisors LLC | 0.01% | No change | 891 | $238K |
| Future Financial Wealth Managment LLC | 0.21% | No change | 889 | $238K |
| Sloy Dahl & Holst, LLC | 0.05% | Add +1.6% | 883 | $236K |
| Nicollet Investment Management, Inc. | 0.09% | No change | 881 | $236K |
| KKM Financial LLC | 0.11% | Reduce -2.2% | 881 | $236K |
| DLK Investment Management, LLC | 0.10% | No change | 880 | $235K |
| Iowa State Bank | 0.05% | Reduce -1.7% | 873 | $234K |
| MBL Wealth, LLC | 0.03% | Reduce -3.2% | 871 | $233K |
| Vivid Wealth Management, LLC | 0.13% | Reduce -40.2% | 871 | $233K |
| SkyView Investment Advisors, LLC | 0.04% | No change | 862 | $231K |
| Middleton & Co. Inc. | 0.03% | No change | 862 | $231K |
| Sargent Investment Group, LLC | 0.05% | No change | 860 | $230K |
| Teamwork Financial Advisors, LLC | 0.03% | Reduce -27.6% | 860 | $230K |
| Old Port Advisors | 0.07% | New | 858 | $230K |
| Schulz Wealth, LTD. | 0.19% | Add +1.5% | 858 | $229K |
| Clark Financial Services Group Inc. | 0.24% | Add +0.5% | 854 | $229K |
| LVZ, Inc. | 0.03% | Reduce -2.2% | 856 | $229K |
| Hapanowicz & Associates Financial Services, Inc | 0.13% | Add +3.9% | 853 | $228K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.07% | New | 852 | $228K |
| First Trust Direct Indexing L.P. | 0.01% | Add +8.6% | 851 | $228K |
| Orrstown Financial Services Inc. | 0.12% | No change | 850 | $227K |
| JSF Financial, LLC | 0.07% | No change | 848 | $227K |
| SRH Advisors, LLC | 0.08% | No change | 848 | $227K |
| KilterHowling LLC | 0.15% | Reduce -3.6% | 848 | $227K |
| Strategy Asset Managers LLC | 0.05% | Reduce -4.6% | 1,029 | $227K |
| Widmann Financial Services, Inc. | 0.18% | Reduce -13.7% | 847 | $227K |
| Nottingham Advisors, Inc. | 0.03% | Reduce -3.1% | 847 | $227K |
| Ellenbecker Investment Group | 0.05% | Reduce -1.5% | 846 | $227K |
| Kapstone Financial Advisors LLC | 0.15% | No change | 845 | $226K |
| Lauterbach Financial Advisors, LLC | 0.15% | Add +2.8% | 857 | $225K |
| Black Swift Group, LLC | 0.05% | No change | 842 | $225K |
| Olde Wealth Management, LLC | 0.09% | New | 841 | $225K |
| Zuckerman Investment Group, LLC | 0.03% | Add +0.6% | 840 | $225K |
| Bigelow Investment Advisors, LLC | 0.11% | Reduce -19.7% | 840 | $225K |
| Investmark Advisory Group LLC | 0.12% | Reduce -0.1% | 839 | $225K |
| ForthRight Wealth Management, LLC | 0.08% | No change | 836 | $224K |
| Sunbelt Securities, Inc. | 0.02% | Add +8.0% | 835 | $223K |
| CJM Wealth Advisers, Ltd. | 0.08% | No change | 833 | $223K |
| Ethos Financial Group, LLC | 0.04% | Add +0.7% | 829 | $223K |
| Marshall Financial Group, LLC | 0.06% | New | 829 | $222K |
| G2 Capital Management, LLC / Oh | 0.07% | No change | 828 | $221K |
| Spectrum Wealth Advisory Group, LLC | 0.24% | New | 827 | $221K |
| MidAtlantic Capital Management, Inc. | 0.19% | No change | 827 | $221K |
| Palo Alto Wealth Advisors, LLC | 0.15% | No change | 822 | $221K |
| StrongBox Wealth, LLC | 0.10% | Add +6.3% | 824 | $220K |
| McDonald Partners LLC | 0.06% | No change | 822 | $220K |
| Townsend & Associates, Inc | 0.02% | Reduce -3.9% | 815 | $220K |
| Oak Family Advisors, LLC | 0.08% | No change | 821 | $220K |
| Hobart Private Capital, LLC | 0.06% | No change | 820 | $219K |
| Cranbrook Wealth Management, LLC | 0.05% | Add +2.8% | 820 | $219K |
| Two West Capital Advisors LLC | 0.21% | — | 818 | $219K |
| Home Federal Bank of Tennessee | 0.07% | No change | 816 | $218K |
| GW Henssler & Associates Ltd. | 0.01% | No change | 814 | $218K |
| Barnes Pettey Financial Advisors, LLC | 0.19% | No change | 812 | $217K |
| Kennedy Investment Group, Inc. | 0.11% | Reduce -1.7% | 804 | $215K |
| E&G Advisors, LLC | 0.06% | New | 804 | $215K |
| Stonebridge Capital Advisors LLC | 0.02% | New | 803 | $215K |
| Horst & Graben Wealth Management LLC | 0.04% | Add +1.6% | 803 | $215K |
| Mittelman Wealth Management | 0.14% | New | 803 | $215K |
| Bright Futures Wealth Management, LLC. | 0.12% | New | 816 | $215K |
| Ade, LLC | 0.14% | No change | 801 | $214K |
| Occidental Asset Management, LLC | 0.04% | Reduce -0.3% | 800 | $214K |
| Guerra Pan Advisors, LLC | 0.18% | No change | 800 | $214K |
| Roth Financial Partners LLC | 0.09% | Add +1.9% | 800 | $214K |
| Selway Asset Management | 0.09% | No change | 800 | $214K |
| Joseph P. Lucia & Associates, LLC | 0.11% | No change | 797 | $213K |
| Iron Horse Wealth Management, LLC | 0.08% | Add +71.0% | 795 | $213K |
| Perissos Private Wealth Management, LLC | 0.19% | Reduce -5.7% | 790 | $211K |
| Gator Capital Management, LLC | 0.11% | New | 785 | $210K |
| Sterling Investment Counsel, LLC | 0.08% | Reduce -10.6% | 783 | $209K |
| Invictus Private Wealth, LLC | 0.02% | Add +0.1% | 782 | $209K |
| Stage Harbor Financial, LLC | 0.20% | Reduce -28.3% | 781 | $209K |
| MRA Advisory Group | 0.12% | No change | 781 | $209K |
| Monarch Capital Management Inc. | 0.06% | No change | 777 | $209K |
| Uncommon Cents Investing LLC | 0.07% | New | 778 | $208K |
| Pin Oak Investment Advisors Inc. | 0.20% | Reduce -4.7% | 779 | $208K |
| Stone House Investment Management, LLC | 0.05% | No change | 775 | $207K |
| Insight Wealth Strategies, LLC | 0.03% | Reduce -8.5% | 775 | $207K |
| Convergence Financial, LLC | 0.05% | New | 775 | $207K |
| Colonial Trust Co / SC | 0.04% | No change | 775 | $207K |
| Watchman Group, Inc. | 0.07% | New | 774 | $207K |
| Community Trust & Investment Co. | 0.01% | No change | 774 | $207K |
| Fenimore Asset Management Inc | 0.00% | Reduce -50.1% | 773 | $207K |
| Riverpoint Wealth Management Holdings, LLC | 0.06% | No change | 771 | $206K |
| Stewardship Advisors, LLC | 0.07% | New | 767 | $205K |
| HC Advisors, LLC | 0.19% | Reduce -99.5% | 767 | $205K |
| Wharton Business Group, LLC | 0.01% | New | 765 | $205K |
| Williamson Legacy Group, LLC | 0.15% | New | 761 | $204K |
| Raleigh Capital Management Inc. | 0.09% | Add +397.4% | 761 | $204K |
| Financial Life Advisors | 0.08% | Reduce -9.3% | 758 | $203K |
| Missouri Trust & Investment Co | 0.08% | No change | 758 | $203K |
| Bremer Bank National Association | 0.04% | Reduce -52.5% | 757 | $203K |
| Brewster Financial Planning LLC | 0.17% | New | 756 | $202K |
| Colonial Trust Advisors | 0.02% | Reduce -13.7% | 753 | $201K |
| Grunden Financial Advisory, Inc. | 0.10% | Reduce -2.9% | 751 | $201K |
| Riggs Asset Managment Co. Inc. | 0.06% | Add +119.3% | 748 | $200K |
| First Personal Financial Services | 0.04% | No change | 732 | $196K |
| Wellington Shields & Co., LLC | 0.06% | Reduce -21.5% | 730 | $195K |
| Turtle Creek Wealth Advisors, LLC | 0.04% | Add +34.3% | 716 | $192K |
| Bull Oak Capital, LLC | 0.12% | Add +7.8% | 706 | $189K |
| PFC Capital Group, Inc. | 0.09% | No change | 700 | $187K |
| 4Thought Financial Group Inc. | 0.11% | Add +0.6% | 681 | $182K |
| Bell Investment Advisors, Inc | 0.03% | Add +301.9% | 651 | $174K |
| Rise Advisors, LLC | 0.09% | Reduce -0.9% | 640 | $171K |
| First Financial Corp. | 0.09% | No change | 625 | $167K |
| Financial Gravity Asset Management, Inc. | 0.04% | Reduce -7.4% | 616 | $165K |
| Luken Investment Analytics, LLC | 0.08% | Add +20.3% | 610 | $163K |
| Evolution Advisers, Inc. | 0.09% | Reduce 0.0% | 32,472 | $161K |
| Legacy Bridge, LLC | 0.09% | No change | 600 | $161K |
| Investors Research Corp | 0.04% | New | 599 | $160K |
| Bray Capital Advisors | 0.04% | Add +1.9% | 596 | $159K |
| Evergreen Private Wealth LLC | 0.08% | No change | 594 | $159K |
| Legacies Wealth LLC | 0.14% | Reduce -1.9% | 579 | $155K |
| Moser Wealth Advisors, LLC | 0.08% | Add +11.9% | 566 | $151K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.22% | No change | 562 | $150K |
| Empirical Asset Management, LLC | 0.06% | New | 50,324 | $149K |
| Stuart Chaussee & Associates, Inc. | 0.04% | Add +15.6% | 556 | $149K |
| Global Wealth Strategies & Associates | 0.05% | Reduce -14.5% | 548 | $147K |
| DHJJ Financial Advisors, Ltd. | 0.06% | Add +22.5% | 544 | $146K |
| Lowe Wealth Advisors, LLC | 0.07% | No change | 542 | $145K |
| Global Financial Private Client, LLC | 0.06% | No change | 539 | $144K |
| Aspire Wealth Management Corp | 0.08% | No change | 528 | $141K |
| Cornerstone Planning Group LLC | 0.04% | Reduce -18.4% | 550 | $140K |
| Tower View Wealth Management LLC | 0.08% | No change | 521 | $139K |
| Wolff Wiese Magana LLC | 0.11% | No change | 519 | $139K |
| Eagle Bay Advisors LLC | 0.08% | No change | 500 | $134K |
| Creekmur Asset Management LLC | 0.03% | Add +5.0% | 501 | $134K |
| Wellington Shields Capital Management, LLC | 0.02% | No change | 500 | $134K |
| Voisard Asset Management Group, Inc. | 0.06% | Reduce -6.2% | 485 | $130K |
| Kiely Wealth Advisory Group, Inc. | 0.07% | No change | 494 | $129K |
| Castleview Partners, LLC | 0.07% | Add +10.8% | 462 | $124K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 446 | $119K |
| Tradewinds Capital Management, LLC | 0.04% | Reduce -1.1% | 443 | $119K |
| Nemes Rush Group LLC | 0.01% | Add +6.3% | 408 | $109K |
| NFSG Corp | 0.04% | Add +1.8% | 405 | $108K |
| Stephens Consulting, LLC | 0.03% | Reduce -8.4% | 402 | $108K |
| Nkcfo LLC | 0.06% | New | 400 | $107K |
| Silicon Valley Capital Partners | 0.01% | Reduce -0.3% | 397 | $106K |
| Fortis Group Advisors, LLC | 0.02% | No change | 389 | $104K |
| GW&K Investment Management, LLC | 0.00% | Add +35.0% | 378 | $101K |
| American Capital Advisory, LLC | 0.07% | Add +5.2% | 423 | $100K |
| Balefire, LLC | 0.04% | No change | 373 | $100K |
| Marquette Asset Management, LLC | 0.02% | No change | 371 | $99K |
| Compass Wealth Management LLC | 0.02% | Add +3.7% | 363 | $97K |
| CGC Financial Services, LLC | 0.04% | No change | 361 | $97K |
| Chesapeake Asset Management LLC | 0.09% | Reduce -79.4% | 355 | $95K |
| Rogco, LP | 0.04% | New | 355 | $95K |
| Founders Financial Alliance, LLC | 0.03% | No change | 352 | $94K |
| Bay Harbor Wealth Management, LLC | 0.03% | No change | 349 | $94K |
| Integrity Financial Corp | 0.06% | Add +63.5% | 350 | $94K |
| Motco | 0.01% | No change | 344 | $92K |
| Kelly Financial Services LLC | 0.03% | No change | 342 | $91K |
| Canton Hathaway, LLC | 0.02% | No change | 340 | $91K |
| Ulland Investment Advisors, LLC | 0.07% | No change | 335 | $90K |
| Strategic Investment Solutions, Inc. | 0.03% | — | 322 | $88K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 320 | $86K |
| Field & Main Bank | 0.03% | New | 316 | $85K |
| Spotlight Asset Group, Inc. | 0.06% | No change | 314 | $84K |
| JDM Financial Group LLC | 0.06% | No change | 307 | $82K |
| Resources Management Corp. /CT/ | 0.01% | No change | 300 | $80K |
| Ballast Advisors LLC | 0.03% | No change | 298 | $80K |
| Central Bank & Trust Co. | 0.01% | Add +622.0% | 296 | $79K |
| Prestige Wealth Management Group LLC | 0.02% | No change | 293 | $79K |
| Old Second National Bank of Aurora | 0.02% | No change | 285 | $76K |
| Activest Wealth Management | 0.02% | No change | 282 | $76K |
| Punch & Associates Investment Management, Inc. | 0.00% | Add +6.6% | 273 | $73K |
| Gen-Wealth Partners Inc | 0.04% | Add +23.6% | 272 | $73K |
| Running Point Capital Advisors, LLC | 0.03% | No change | 270 | $72K |
| Chris Bulman Inc | 0.05% | — | 251 | $67K |
| Unique Wealth Strategies, LLC | 0.03% | New | 255 | $66K |
| Triad Wealth Partners, LLC | 0.03% | New | 236 | $63K |
| Atticus Wealth Management, LLC | 0.02% | No change | 228 | $61K |
| Dagco, Inc. | 0.02% | No change | 200 | $54K |
| Redwood Wealth Management Group, LLC | 0.04% | New | 191 | $51K |
| Arcadia Investment Management Corp. | 0.01% | No change | 185 | $49K |
| SWS Partners | 0.01% | New | 184 | $49K |
| Quantum Capital Management, LLC / NJ | 0.01% | Reduce -3.7% | 181 | $48K |
| PSI Advisors, LLC | 0.02% | No change | 180 | $48K |
| Pension & Wealth Management Advisors, Inc. | 0.03% | No change | 179 | $48K |
| FSC Wealth Advisors, LLC | 0.04% | No change | 179 | $48K |
| 1620 Investment Advisors, Inc. | 0.04% | New | 173 | $46K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 161 | $43K |
| New England Capital Financial Advisors LLC | 0.02% | No change | 160 | $43K |
| Hartford Financial Management Inc. | 0.01% | Reduce -72.1% | 155 | $41K |
| FWL Investment Management, LLC | 0.02% | New | 153 | $41K |
| Wagner Wealth Management, LLC | 0.01% | No change | 152 | $41K |
| Front Row Advisors LLC | 0.01% | No change | 150 | $40K |
| TCTC Holdings, LLC | 0.00% | Add +16.8% | 139 | $37K |
| Mattson Financial Services, LLC | 0.01% | — | 128 | $34K |
| Birchbrook, Inc. | 0.02% | Add +3.3% | 125 | $33K |
| Clean Yield Group | 0.01% | No change | 125 | $33K |
| WR Wealth Planners, LLC | 0.01% | Add +53.8% | 123 | $33K |
| Wetzel Investment Advisors, Inc. | 0.02% | Add +376.0% | 119 | $32K |
| Northwest Capital Management Inc | 0.01% | Reduce -94.1% | 118 | $32K |
| City State Bank | 0.01% | No change | 113 | $30K |
| Friedenthal Financial | 0.02% | Add +1.8% | 112 | $30K |
| Wells Financial Advisors INC | 0.02% | No change | 112 | $30K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 110 | $29K |
| Jamison Private Wealth Management, Inc. | 0.00% | No change | 106 | $28K |
| Hexagon Capital Partners LLC | 0.01% | Reduce -14.4% | 101 | $27K |
| Kozak & Associates, Inc. | 0.01% | No change | 98 | $27K |
| MTM Investment Management, LLC | 0.01% | No change | 94 | $25K |
| Timber Creek Capital Management LLC | 0.01% | New | 93 | $25K |
| Thompson Investment Management, Inc. | 0.00% | Reduce -23.1% | 90 | $24K |
| Cordgrass Capital Advisors, LLC | 0.01% | No change | 81 | $22K |
| Hoey Investments, Inc. | 0.00% | No change | 75 | $20K |
| Ramirez Asset Management, Inc. | 0.00% | No change | 75 | $20K |
| Broadwater Capital Management LLC | 0.01% | No change | 72 | $19K |
| Mb, Levis & Associates, LLC | 0.01% | No change | 64 | $17K |
| McClarren Financial Advisors, Inc. | 0.15% | Reduce -11.5% | 55,374 | $17K |
| Valued Wealth Advisors LLC | 0.01% | Add +1140.0% | 62 | $17K |
| MeadowBrook Investment Advisors LLC | 0.01% | Reduce -21.7% | 90 | $14K |
| Angeles Investment Advisors, LLC | 0.00% | No change | 50 | $13K |
| Semmax Financial Advisors Inc. | 0.00% | Add +33.3% | 48 | $13K |
| PFS Partners, LLC | 0.01% | No change | 42 | $11K |
| Redmont Wealth Advisors LLC | 0.02% | New | 41 | $11K |
| WestEnd Advisors, LLC | 0.00% | No change | 39 | $10K |
| Mascoma Wealth Management LLC | 0.00% | Reduce -64.2% | 38 | $10K |
| Chelsea Counsel Co. | 0.00% | No change | 36 | $10K |
| Bangor Savings Bank | 0.00% | Reduce -57.0% | 34 | $9K |
| Centerpoint Advisors, LLC | 0.00% | No change | 35 | $9K |
| Wiser Advisor Group LLC | 0.01% | Add +3.0% | 34 | $9K |
| Guardian Wealth Management, Inc. | 0.01% | No change | 32 | $9K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 32 | $9K |
| Lynx Investment Advisory | 0.01% | — | 26 | $7K |
| New Millennium Group LLC | 0.00% | New | 23 | $6K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 23 | $6K |
| PayPay Securities Corp | 0.49% | Reduce -56.9% | 22 | $6K |
| Clear Point Advisors Inc. | 0.00% | No change | 22 | $6K |
| Pathway Financial Advisers, LLC | 0.00% | New | 22 | $6K |
| Bank & Trust Co | 0.00% | — | 21 | $6K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 17 | $5K |
| Investment Research & Advisory Group, Inc. | 0.00% | No change | 14 | $4K |
| Western Pacific Wealth Management, LP | 0.00% | No change | 11 | $3K |
| Perritt Capital Management Inc | 0.00% | No change | 8 | $2K |
| Strengthening Families & Communities, LLC | 0.00% | New | 8 | $2K |
| Byrne Asset Management LLC | 0.00% | Reduce -72.7% | 6 | $2K |
| Legend Financial Advisors, Inc. | 0.00% | New | 6 | $2K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -100.0% | 2 | $1K |
| PEAK6 Investments LLC | 0.00% | Reduce -98.4% | 3 | $757 |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.00% | No change | 1 | $268 |
| Camelot Portfolios, LLC | 0.00% | New | 1 | $206 |
"% 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.