VG Morningstar TS MKT ETF-USVTIETF
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 3,177 institutions reported holding VG Morningstar TS MKT ETF-US (VTI) in their 13F filings, up 326 from Q3 2024. 127 opened new positions and 66 sold out. The largest holders were Vanguard Group Inc. ($15.6B), Betterment LLC ($7.8B) and Wealthfront Advisers LLC ($4.5B). 8 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 Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).
- Company
- VG Morningstar TS MKT ETF-US
- Filed as
- VANGUARD INDEX FDS (Q4 2024)
- CUSIP
- 922908769
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 127 | $189.1M |
| Exits | 66 | $263.1M |
All 13F filers, Q3 2024 → Q4 2024: 20,583,584 shares bought and 22,968,969 shares sold, net −2,385,385 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3,177 holders
| Vanguard Group Inc. | 0.27% | Add +5.7% | 53,720,848 | $15.6B |
| Betterment LLC | 18.63% | Reduce -2.5% | 26,969,096 | $7.8B |
| Wealthfront Advisers LLC | 13.23% | Add +3.1% | 15,626,644 | $4.5B |
| Bank of America Corp. | 0.35% | Add +4.7% | 13,165,728 | $3.8B |
| LPL Financial LLC | 1.52% | Reduce -0.7% | 12,906,339 | $3.7B |
| Morgan Stanley | 0.26% | Add +1.7% | 12,829,980 | $3.7B |
| WealthNavi Inc. | 37.44% | Reduce -2.3% | 11,111,500 | $3.2B |
| Northern Trust Corp. | 0.39% | Reduce -1.5% | 9,385,520 | $2.7B |
| Allworth Financial LP | 13.33% | Reduce -4.2% | 8,055,158 | $2.4B |
| HB Wealth Management, LLC | 22.30% | Add +0.5% | 7,873,807 | $2.2B |
| Creative Planning | 1.87% | Reduce -3.0% | 6,620,100 | $1.9B |
| Envestnet Asset Management Inc. | 0.60% | Add +1.3% | 6,407,337 | $1.9B |
| Ballentine Partners, LLC | 29.26% | Reduce -0.5% | 5,893,008 | $1.7B |
| Wells Fargo & Company | 0.41% | Add +2.6% | 5,885,820 | $1.7B |
| UBS Group AG | 0.28% | Reduce -0.4% | 4,251,017 | $1.2B |
| Forvis Mazars Wealth Advisors, LLC | 28.25% | Add +6.9% | 4,229,430 | $1.2B |
| Nissay Asset Management Corp. /Japan | 7.08% | No change | 3,944,205 | $1.2B |
| JPMorgan Chase & Co. | 0.08% | Add +5.0% | 3,652,467 | $1.1B |
| Essential Planning, LLC. | 6.12% | Add +6100.6% | 3,223,294 | $940.0M |
| Sequoia Financial Advisors, LLC | 8.96% | Add +7.6% | 3,208,919 | $930.0M |
| Raymond James Financial Inc. | 0.33% | — | 3,058,208 | $886.3M |
| Royal Bank of Canada | 0.17% | Add +4.3% | 2,736,602 | $793.1M |
| National Mutual Insurance Federation of Agricultural Cooperatives | 6.67% | No change | 2,686,800 | $778.7M |
| Bank of New York Mellon Corp | 0.14% | Reduce -1.4% | 2,590,354 | $750.7M |
| PNC Financial Services Group, Inc. | 0.47% | Reduce -0.9% | 2,434,605 | $705.6M |
| Ameriprise Financial Inc. | 0.18% | Add +0.8% | 2,398,559 | $695.6M |
| Commonwealth Equity Services, LLC | 0.97% | Add +2.5% | 2,287,300 | $662.9M |
| Cetera Investment Advisers | 1.35% | Add +0.0% | 2,221,546 | $643.8M |
| US Bancorp \de | 0.84% | Reduce -83.2% | 2,206,849 | $639.6M |
| Private Advisor Group, LLC | 3.56% | Add +89.3% | 2,183,497 | $632.8M |
| SCS Capital Management LLC | 12.64% | Add +0.1% | 2,114,704 | $612.9M |
| Savant Capital, LLC | 4.76% | Add +19.1% | 2,087,775 | $605.1M |
| Cambridge Investment Research Advisors, Inc. | 1.92% | Add +4.8% | 1,981,655 | $574.3M |
| Goldman Sachs Group Inc. | 0.11% | Reduce -4.3% | 1,974,619 | $572.3M |
| Brown Advisory Inc. | 0.72% | Add +12.8% | 1,951,981 | $565.7M |
| Facet Wealth, Inc. | 14.92% | Reduce -4.5% | 1,887,778 | $562.6M |
| State of New Jersey Common Pension Fund D | 2.06% | No change | 1,762,800 | $510.9M |
| Empower Advisory Group, LLC | 1.63% | Add +0.4% | 1,669,130 | $483.7M |
| HighTower Advisors, LLC | 0.64% | Reduce -5.9% | 1,621,870 | $470.0M |
| Mariner, LLC | 0.77% | Add +0.7% | 1,589,665 | $460.7M |
| State of Tennessee, Department of Treasury | 1.67% | Reduce -36.2% | 1,587,460 | $460.1M |
| Cerity Partners LLC | 0.99% | Add +30.3% | 1,574,001 | $456.2M |
| Ellevest, Inc. | 25.04% | Reduce -2.6% | 1,495,951 | $433.9M |
| Summit Financial, LLC | 15.08% | Add +2.1% | 1,483,150 | $429.8M |
| Osaic Holdings, Inc. | 0.94% | Reduce -2.7% | 1,442,434 | $418.2M |
| Patriot Investment Management Group, Inc. | 31.01% | Reduce -1.7% | 1,430,668 | $414.6M |
| Focus Partners Wealth | 1.06% | Add +4.5% | 1,402,684 | $406.5M |
| Corient Private Wealth LP | 0.65% | Add +16.1% | 1,413,784 | $392.6M |
| Wealthcare Capital Management LLC | 37.61% | Reduce -5.1% | 1,288,159 | $373.3M |
| Prime Capital Investment Advisors, LLC | 5.28% | Reduce -2.7% | 1,254,866 | $363.7M |
| Foster Group, Inc. | 13.86% | Reduce -1.6% | 1,253,693 | $363.3M |
| Truepoint, Inc. | 9.65% | Reduce -1.6% | 1,244,535 | $360.7M |
| Sageworth Trust Co | 21.81% | Reduce -2.7% | 1,217,312 | $352.8M |
| Mercer Global Advisors Inc. | 0.83% | Add +216.6% | 1,180,761 | $342.0M |
| Wealthspire Advisors, LLC | 3.30% | Add +3.5% | 1,146,397 | $332.2M |
| Vista Capital Partners, Inc. | 38.29% | Reduce -1.2% | 1,135,632 | $329.1M |
| FMR LLC | 0.02% | Add +8.0% | 1,084,516 | $314.3M |
| Provida Pension Fund Administrator | 6.34% | Add +202.0% | 1,072,727 | $310.8M |
| Novo Holdings A/S | 18.22% | No change | 1,038,550 | $301.0M |
| Wealth Enhancement Advisory Services, LLC | 0.56% | Add +18.4% | 1,012,869 | $293.5M |
| Envestnet Portfolio Solutions, Inc. | 0.91% | Reduce -2.8% | 962,533 | $279.0M |
| Capstone Financial Advisors, Inc. | 17.03% | Add +2.1% | 950,803 | $275.6M |
| Bank of Montreal | 0.14% | Add +8.8% | 944,714 | $273.8M |
| Tiaa Trust, National Association | 0.80% | Reduce -1.2% | 910,595 | $263.9M |
| Gibson Capital, LLC | 53.94% | Reduce -2.3% | 910,030 | $263.7M |
| Caprock Group, LLC | 8.56% | Add +12.1% | 903,981 | $262.0M |
| NorthCoast Asset Management LLC | 1.28% | Add +8.3% | 901,632 | $261.3M |
| Northwestern Mutual Wealth Management Co. | 0.22% | Add +3.1% | 897,704 | $260.2M |
| Elm Partners Management LLC | 17.75% | Add +12.3% | 896,652 | $259.9M |
| First Business Financial Services, Inc. | 25.19% | Add +0.1% | 878,973 | $254.7M |
| Cresset Asset Management, LLC | 1.20% | Reduce -2.1% | 859,370 | $249.1M |
| Stephens Inc. | 3.46% | Reduce -1.7% | 852,185 | $247.0M |
| Ritholtz Wealth Management | 7.11% | Add +1.7% | 834,915 | $242.0M |
| Citigroup Inc. | 0.23% | Add +1.3% | 826,751 | $239.6M |
| Lincoln National Corp. | 7.70% | Reduce -35.0% | 825,818 | $239.3M |
| Balyasny Asset Management L.P. | 0.55% | Reduce -10.4% | 805,819 | $233.5M |
| Symetra Investment Management Co | 57.58% | Add +30.0% | 802,340 | $232.5M |
| Moss Adams Wealth Advisors LLC | 23.97% | Add +1.8% | 782,458 | $226.8M |
| Investure, LLC | 13.37% | Reduce -7.7% | 779,296 | $225.8M |
| Hardy Reed LLC | 19.19% | Add +1.1% | 751,596 | $217.8M |
| Two Sigma Investments, LP | 0.52% | Add +210.1% | 743,850 | $215.6M |
| Verus Financial Partners, Inc. | 23.80% | Reduce -0.9% | 737,905 | $212.0M |
| Oxford Financial Group, LTD. LLC | 13.66% | Add +3.5% | 727,922 | $211.0M |
| Cabot-Wellington, LLC | 77.66% | Reduce -0.8% | 705,090 | $204.3M |
| Tidal Investments LLC | 1.66% | Reduce -2.6% | 696,918 | $202.0M |
| Baird Financial Group, Inc. | 0.38% | Add +3.1% | 687,010 | $199.1M |
| Stifel Financial Corp. | 0.21% | Add +2.5% | 682,806 | $197.9M |
| Kestra Advisory Services, LLC | 1.07% | Reduce -5.4% | 672,659 | $194.9M |
| Boston Standard Wealth Management, LLC | 37.31% | Reduce -0.1% | 662,446 | $192.0M |
| Tanglewood Wealth Management, Inc. | 21.79% | Reduce -2.1% | 652,748 | $189.2M |
| SBI Securities Co., Ltd. | 5.78% | — | 647,462 | $187.6M |
| Rebalance, LLC | 14.02% | Reduce -1.0% | 647,383 | $187.6M |
| Agf Management Ltd. | 0.93% | Add +0.9% | 640,487 | $185.4M |
| Truist Financial Corp. | 0.29% | Add +8.3% | 632,766 | $183.4M |
| N.E.W. Advisory Services LLC | 16.82% | Add +21.8% | 611,106 | $177.1M |
| Allen Investment Management, LLC | 2.03% | Add +1.7% | 605,951 | $175.6M |
| Captrust Financial Advisors | 0.50% | Reduce -0.3% | 602,972 | $174.7M |
| Pathstone Holdings, LLC | 0.77% | Add +2.5% | 602,333 | $174.6M |
| Rockefeller Capital Management L.P. | 0.44% | Add +6.0% | 591,950 | $171.6M |
| PrairieView Partners, LLC | 17.37% | Add +0.3% | 573,156 | $166.1M |
| Cambridge Associates LLC /Ma/ | 5.19% | Add +91.3% | 559,221 | $162.1M |
| Evoke Wealth, LLC | 4.43% | Add +2.8% | 549,597 | $159.3M |
| Glenmede Trust Co. NA | 0.80% | Reduce -2.7% | 541,746 | $157.0M |
| AlTi Global, Inc. | 3.76% | Reduce -0.1% | 536,947 | $155.6M |
| D.A. Davidson & Co. | 1.26% | Reduce -0.3% | 532,232 | $154.2M |
| Vestmark Advisory Solutions, Inc. | 5.31% | Add +9.5% | 531,510 | $154.0M |
| Chai Trust Co. LLC | 7.99% | Add +0.9% | 531,481 | $154.0M |
| Sendero Wealth Management, LLC | 22.92% | Add +0.1% | 530,941 | $153.9M |
| TruWealth Advisors, LLC | 9.27% | Reduce -1.0% | 530,416 | $153.7M |
| Cardinal Point Capital Management ULC | 24.35% | Add +5.5% | 529,217 | $153.4M |
| Legacy Private Trust Co. | 9.74% | Add +2.6% | 513,619 | $148.9M |
| Orion Porfolio Solutions, LLC | 1.48% | Reduce -4.0% | 511,190 | $148.1M |
| Orion Portfolio Solutions, LLC | 1.48% | Reduce -4.0% | 511,190 | $148.1M |
| Plancorp, LLC | 6.07% | Add +5.4% | 509,749 | $147.7M |
| Compass Ion Advisors, LLC | 17.13% | Add +0.0% | 498,206 | $144.4M |
| Morningstar Investment Services LLC | 12.96% | Reduce -84.6% | 492,139 | $142.6M |
| RW Investment Management LLC | 17.36% | Add +1.5% | 491,747 | $142.5M |
| Cardiff Park Advisors, LLC | 13.41% | Add +2.6% | 485,002 | $140.6M |
| Agilis Partners LLC | 42.28% | Reduce -1.2% | 484,671 | $140.5M |
| Lindbrook Capital, LLC | 12.59% | Add +1.4% | 481,303 | $139.5M |
| Zhang Financial LLC | 7.78% | Reduce -1.1% | 468,885 | $135.9M |
| AQR Capital Management | 0.17% | Add +8.9% | 457,035 | $132.5M |
| Beacon Wealthcare LLC | 53.66% | Reduce -0.3% | 456,455 | $132.3M |
| Beacon Investment Advisory Services, Inc. | 5.69% | Reduce -6.0% | 453,086 | $131.3M |
| Joel Isaacson & Co., LLC | 5.88% | Add +8.2% | 450,194 | $130.5M |
| CoreCap Advisors, LLC | 5.86% | Reduce -1.8% | 444,007 | $128.7M |
| MML Investors Services, LLC | 0.44% | Add +0.9% | 440,885 | $127.8M |
| West Virginia University Foundation, Inc | 44.29% | — | 439,775 | $127.5M |
| Alps Advisors Inc. | 0.80% | Reduce -1.3% | 439,377 | $127.3M |
| Towneley Capital Management, Inc / DE | 30.19% | Reduce -1.0% | 438,596 | $127.1M |
| Wilmington Savings Fund Society, FSB | 2.25% | Reduce -26.3% | 430,963 | $124.9M |
| First National Bank & Trust Co. of Newtown | 25.84% | Reduce -11.4% | 427,200 | $123.8M |
| Topsail Wealth Management, LLC | 26.16% | — | 422,470 | $122.4M |
| Oakwell Private Wealth Management, LLC | 34.28% | Add +7.3% | 421,897 | $122.3M |
| Lhm, Inc. | 38.90% | Reduce -11.7% | 421,764 | $122.2M |
| Diversified Portfolios, Inc. | 13.14% | Reduce -1.3% | 415,829 | $120.5M |
| WMS Partners, LLC | 6.73% | Reduce -1.1% | 414,160 | $120.0M |
| Taiyo Life Insurance Co. | 9.65% | No change | 410,800 | $119.1M |
| Lido Advisors, LLC | 0.74% | Add +0.5% | 404,574 | $117.2M |
| Avalon Advisory Group | 51.70% | Reduce -0.7% | 390,704 | $113.2M |
| Roble, Belko & Company, Inc | 17.71% | Reduce -0.8% | 384,559 | $111.4M |
| MAI Capital Management | 0.82% | Add +3.8% | 378,908 | $109.8M |
| Sage Mountain Advisors LLC | 8.00% | Add +7.6% | 377,598 | $109.4M |
| Revolve Wealth Partners, LLC | 15.91% | Add +0.2% | 373,844 | $108.3M |
| Efficient Advisors, LLC | 6.94% | Reduce -3.7% | 371,977 | $107.8M |
| Astoria Strategic Wealth, Inc. | 31.92% | Add +0.3% | 370,082 | $107.3M |
| Landaas & Co. /Wi | 29.45% | Add +0.2% | 367,064 | $106.4M |
| Zions Bancorporation, N.A. | 6.70% | Reduce -3.2% | 366,470 | $106.2M |
| Tanager Wealth Management LLP | 13.69% | Reduce -0.5% | 364,013 | $105.5M |
| Regions Financial Corp. | 0.77% | Add +2.2% | 362,060 | $104.9M |
| Moneta Group Investment Advisors LLC | 1.43% | Add +2.6% | 353,235 | $102.4M |
| Cliffwater LLC | 24.87% | Reduce -0.3% | 350,796 | $101.7M |
| NewSquare Capital LLC | 8.10% | Add +0.6% | 357,783 | $101.2M |
| CIBC Private Wealth Group LLC | 0.18% | Add +0.3% | 346,867 | $101.2M |
| Wealthcare Advisory Partners LLC | 2.80% | Reduce -2.6% | 348,085 | $100.9M |
| D'Orazio & Associates, Inc. | 14.79% | Add +6.6% | 345,944 | $100.3M |
| Financial Engines Advisors L.L.C. | 0.21% | Reduce -0.8% | 343,677 | $99.6M |
| Jones Financial Companies LLLP | 0.09% | Add +17.7% | 342,879 | $99.4M |
| Assetmark, Inc. | 0.27% | Add +4502.9% | 342,874 | $99.4M |
| Global Endowment Management, LP | 12.59% | No change | 339,574 | $98.4M |
| Parkwood LLC | 12.09% | No change | 338,846 | $98.2M |
| Bank of Hawaii | 5.42% | Reduce -75.8% | 337,688 | $97.9M |
| CENTRAL TRUST Co | 2.40% | Reduce -3.9% | 337,379 | $97.8M |
| Fifth Third Bancorp | 0.35% | Reduce -5.0% | 334,918 | $97.1M |
| Seaside Wealth Management, Inc. | 35.50% | Add +4.2% | 334,709 | $97.0M |
| Wedmont Private Capital | 5.10% | Add +13.4% | 336,107 | $96.6M |
| Apella Capital, LLC | 3.69% | Add +6.0% | 332,083 | $96.2M |
| Mission Wealth Management, LP | 2.29% | Reduce -1.4% | 331,581 | $96.1M |
| NewEdge Advisors, LLC | 0.57% | Add +18.8% | 327,505 | $94.9M |
| HRT Financial LP | 0.49% | Reduce -0.7% | 326,498 | $94.6M |
| Kinsale Capital Group, Inc. | 25.43% | No change | 326,312 | $94.6M |
| Stuart Investment Advisors, Inc. | 50.29% | Reduce -1.6% | 325,125 | $94.2M |
| GP Brinson Investments LLC | 38.51% | No change | 322,196 | $93.4M |
| Focus Partners Advisor Solutions, LLC | 1.57% | Add +10.2% | 321,790 | $93.3M |
| Beacon Pointe Advisors, LLC | 1.03% | Add +1.1% | 321,224 | $93.1M |
| Omnia Family Wealth, LLC | 38.21% | Add +17.9% | 318,992 | $92.4M |
| Brighton Jones LLC | 2.64% | Add +20.9% | 315,164 | $91.3M |
| Laird Norton Wetherby Wealth Management, LLC | 4.38% | Reduce -1.2% | 314,941 | $91.3M |
| GeoWealth Management, LLC | 2.95% | Add +23.1% | 311,124 | $90.2M |
| Yarbrough Capital, LLC | 3.46% | No change | 310,912 | $90.1M |
| Segment Wealth Management, LLC | 6.09% | Add +1.1% | 308,405 | $89.4M |
| SAM Advisors, LLC | 32.30% | Add +0.0% | 308,256 | $89.3M |
| Rainwater Charitable Foundation | 59.68% | Reduce -34.8% | 307,877 | $89.2M |
| HUB Investment Partners, LLC | 3.71% | Add +1.8% | 304,538 | $88.3M |
| AEGON USA Investment Management, LLC | 88.76% | Reduce -2.4% | 303,581 | $88.0M |
| Equitable Holdings, Inc. | 0.84% | Add +2.1% | 302,850 | $87.8M |
| Briaud Financial Planning Inc | 35.30% | Add +49.5% | 298,786 | $86.6M |
| Lake Street Advisors Group, LLC | 3.87% | Add +1.2% | 288,908 | $83.7M |
| Ieq Capital, LLC | 0.80% | Add +2.0% | 285,941 | $82.9M |
| GM Advisory Group, LLC | 4.55% | Add +3.0% | 283,365 | $82.1M |
| Circle Wealth Management, LLC | 1.75% | Add +0.6% | 282,436 | $81.9M |
| AMG National Trust Bank | 2.22% | Reduce -0.3% | 276,967 | $80.5M |
| Comerica Bank | 0.32% | Add +5.1% | 275,479 | $79.8M |
| Heck Capital Advisors, LLC | 9.11% | Add +4.3% | 273,841 | $79.4M |
| Becker Capital Management Inc. | 2.58% | Reduce -2.4% | 272,969 | $79.1M |
| BIP Wealth, LLC | 5.28% | Add +9.8% | 272,183 | $78.9M |
| Composition Wealth, LLC | 1.60% | Add +4.0% | 272,145 | $78.9M |
| Sunesis Advisors, LLC | 47.48% | Reduce -2.2% | 269,496 | $78.1M |
| Merit Financial Group, LLC | 1.40% | Reduce -23.5% | 268,898 | $77.9M |
| Gleason Group, Inc. | 13.52% | Add +3.5% | 265,422 | $76.9M |
| Blair William & Co. | 0.22% | Add +1.5% | 264,309 | $76.6M |
| Nadler Financial Group, Inc. | 8.03% | Add +1.4% | 263,046 | $76.2M |
| TD Capital Management LLC | 7.72% | Add +4.0% | 262,035 | $75.9M |
| GSG Advisors LLC | 23.85% | Add +0.5% | 261,119 | $75.7M |
| University of Massachusetts Foundation, Inc. | 40.48% | Reduce -37.2% | 259,711 | $75.3M |
| Twin Focus Capital Partners, LLC | 11.10% | Add +17.7% | 259,183 | $75.1M |
| Avantax Advisory Services, Inc. | 0.47% | Add +9.0% | 257,823 | $74.7M |
| SteelPeak Wealth, LLC | 3.10% | Add +693.0% | 257,655 | $74.7M |
| Garde Capital, Inc. | 4.82% | Add +0.1% | 251,936 | $73.0M |
| Regent Peak Wealth Advisors LLC | 16.22% | Add +30.7% | 249,412 | $72.3M |
| Luminvest Wealth Management LLC | 29.11% | Add +6.1% | 248,796 | $72.1M |
| Cherrydale Wealth Management, LLC | 27.75% | Add +8.1% | 247,477 | $71.7M |
| Waverly Advisors, LLC | 1.11% | Add +3.5% | 247,343 | $71.7M |
| Morningstar Investment Management LLC | 5.58% | Reduce -6.5% | 244,368 | $70.8M |
| Baker Ellis Asset Management LLC | 10.42% | Add +0.0% | 244,261 | $70.8M |
| Stash Investments, LLC | 39.90% | Add +1.0% | 243,849 | $70.7M |
| Beacon Capital Management, LLC | 9.12% | Reduce -0.8% | 241,773 | $70.1M |
| Country Club Bank | 4.67% | Add +0.1% | 240,499 | $69.9M |
| Bessemer Group Inc. | 0.11% | Reduce -1.6% | 240,417 | $69.7M |
| SYM FINANCIAL Corp | 8.88% | Reduce -0.2% | 237,100 | $68.7M |
| St. Louis Trust Co | 9.81% | Add +4.2% | 236,642 | $68.6M |
| Shade Tree Advisors LLC | 68.90% | — | 235,784 | $68.3M |
| Hassell Wealth Management, LLC | 26.80% | Reduce -5.1% | 221,927 | $66.5M |
| Pinnacle Associates Ltd. | 0.90% | Add +5.9% | 228,714 | $66.3M |
| Jaffetilchin Investment Partners, LLC | 4.77% | Add +2.9% | 227,474 | $65.9M |
| Choreo, LLC | 0.93% | Add +12.4% | 222,986 | $64.7M |
| Litman Gregory Wealth Management LLC | 5.59% | Reduce -1.1% | 222,554 | $64.5M |
| MorganRosel Wealth Management, LLC | 21.12% | Reduce -1.6% | 222,063 | $64.4M |
| KCM Investment Advisors LLC | 2.23% | Reduce -0.4% | 221,687 | $64.2M |
| Bailard, Inc. | 1.64% | Reduce -0.7% | 221,411 | $64.2M |
| Laird Norton Wetherby Trust Company, LLC | 8.77% | Add +16.5% | 221,356 | $64.2M |
| Janney Montgomery Scott LLC | 0.18% | Add +8.8% | 218,475 | $63.3M |
| Haverford Trust Co | 0.63% | Add +0.6% | 218,312 | $63.3M |
| Wade Financial Advisory, Inc | 21.41% | Add +0.7% | 218,079 | $63.2M |
| First Bank & Trust | 12.05% | Reduce -0.4% | 216,594 | $62.8M |
| Abacus Planning Group, Inc. | 10.99% | Add +3.4% | 215,595 | $62.5M |
| Stratos Wealth Partners, LTD. | 0.89% | Add +0.5% | 215,280 | $62.4M |
| Prospera Capital Management, LLC | 45.41% | — | 214,520 | $62.2M |
| Independent Order of Foresters | 41.74% | Reduce -12.1% | 213,865 | $62.0M |
| Macquarie Group Ltd. | 0.08% | Reduce -12.1% | 213,865 | $62.0M |
| Operose Advisors LLC | 21.18% | Add +5.7% | 213,667 | $61.9M |
| ETF Portfolio Partners, Inc. | 18.53% | Reduce -8.6% | 212,957 | $61.7M |
| Baker Avenue Asset Management, LP | 1.88% | Add +20.3% | 212,132 | $61.5M |
| Sanctuary Advisors, LLC | 0.39% | Reduce -15.3% | 204,246 | $61.3M |
| Unconventional Investor, LLC | 36.89% | Add +4.4% | 210,651 | $61.1M |
| Hanover Advisors Inc. | 25.24% | Reduce -3.4% | 207,558 | $60.2M |
| EPIQ Capital Group, LLC | 15.68% | Reduce -0.1% | 207,422 | $60.1M |
| Northstar Group, Inc. | 10.41% | Add +7.0% | 206,346 | $59.8M |
| Prentice Wealth Management LLC | 17.21% | Add +0.1% | 205,381 | $59.5M |
| Nicholas Hoffman & Company, LLC. | 2.38% | Add +0.0% | 205,151 | $59.5M |
| Main Street Financial Solutions, LLC | 5.86% | Add +6.9% | 204,969 | $59.4M |
| Park Avenue Securities LLC | 0.61% | Add +2.4% | 204,557 | $59.3M |
| Clarius Group, LLC | 4.04% | Add +1.1% | 204,257 | $59.2M |
| Nuveen Asset Management, LLC | 0.02% | Add +64.2% | 203,800 | $59.1M |
| Arlington Trust Co LLC | 12.37% | Add +30.0% | 202,772 | $58.8M |
| Natixis Advisors, LLC | 0.11% | Add +305.6% | 202,504 | $58.7M |
| Wellspring Financial Advisors, LLC | 6.13% | Add +0.1% | 6,187,576 | $58.7M |
| Cedar Wealth Management, LLC | 21.18% | Reduce -4.0% | 202,081 | $58.6M |
| Evensky & Katz LLC | 3.83% | Reduce -1.6% | 201,927 | $58.5M |
| Commerce Bank | 0.35% | Add +0.8% | 197,493 | $57.2M |
| Axos Invest Inc. | 41.29% | Reduce -6.1% | 195,693 | $56.7M |
| OneDigital Investment Advisors LLC | 0.65% | Add +1.3% | 194,228 | $56.3M |
| University of Maryland Foundation, Inc. | 31.60% | No change | 194,208 | $56.3M |
| Libra Wealth LLC | 21.49% | Add +3.2% | 190,748 | $55.3M |
| Atria Wealth Solutions, Inc. | 0.60% | Reduce -1.7% | 189,058 | $54.8M |
| EP Wealth Advisors, LLC | 0.44% | Add +1.0% | 188,095 | $54.5M |
| Integrated Wealth Concepts LLC | 0.63% | Add +21.0% | 186,623 | $54.1M |
| Alliancebernstein L.P. | 0.02% | Add +3.0% | 186,481 | $54.0M |
| Smith, Moore & Co. | 4.90% | Reduce -0.5% | 184,868 | $53.6M |
| Pennington Partners & Co., LLC | 26.35% | — | 183,435 | $53.2M |
| Greenline Partners, LLC | 7.39% | Add +7.0% | 182,294 | $52.8M |
| Modera Wealth Management, LLC | 0.64% | Add +37.0% | 182,206 | $52.8M |
| Johnson Financial Group, LLC | 6.14% | Reduce -6.4% | 181,053 | $52.5M |
| Monterey Private Wealth, Inc. | 17.29% | Add +4.2% | 180,981 | $52.4M |
| WBH Advisory Inc. | 4.83% | Add +7.6% | 179,653 | $52.1M |
| Trilogy Capital Inc. | 2.66% | Reduce -0.8% | 178,650 | $51.8M |
| Magnolia Wealth Management, LLC | 35.92% | Add +3.6% | 178,276 | $51.7M |
| North Star Asset Management Inc. | 2.26% | Add +0.2% | 176,140 | $51.0M |
| Proffitt & Goodson Inc. | 8.46% | Reduce -1.5% | 176,050 | $51.0M |
| Hirtle & Co., LLC | 2.44% | Reduce -6.3% | 173,779 | $50.4M |
| Steward Partners Investment Advisory, LLC | 0.44% | Add +5.1% | 172,190 | $49.9M |
| Winthrop Advisory Group LLC | 5.97% | Reduce -0.2% | 171,741 | $49.8M |
| Ashford Advisors, LLC | 11.46% | No change | 170,996 | $49.6M |
| Hemington Wealth Management | 12.44% | Reduce -1.8% | 170,661 | $49.5M |
| KMT Wealth Management, LLC | 39.10% | — | 168,260 | $48.8M |
| Delphi Financial Group, Inc. | 26.25% | No change | 168,090 | $48.7M |
| Affiance Financial, LLC | 11.56% | Add +3.5% | 166,727 | $48.3M |
| Prudent Man Advisors, LLC | 17.50% | Reduce -2.7% | 165,930 | $48.1M |
| Asset Allocation & Management Company, LLC | 26.26% | Reduce -0.6% | 165,757 | $48.0M |
| Wooster Corthell Wealth Management, Inc. | 10.44% | Reduce -4.4% | 165,461 | $48.0M |
| IFG Advisory, LLC | 2.71% | Add +1.1% | 165,148 | $47.9M |
| Smith & Howard Wealth Management, LLC | 13.47% | Reduce -2.3% | 164,260 | $47.6M |
| Carlson Capital Management | 2.07% | Reduce -2.7% | 163,822 | $47.5M |
| Bridgewater Advisors Inc. | 4.88% | Add +17.7% | 162,029 | $46.7M |
| Evanson Asset Management, LLC | 3.18% | Add +2.3% | 160,217 | $46.4M |
| Linscomb Wealth, Inc. | 2.31% | Reduce -1.0% | 160,172 | $46.4M |
| JMG Financial Group, Ltd. | 1.58% | Add +2.2% | 160,031 | $46.4M |
| Tumwater Wealth Management, LLC | 24.11% | — | 158,622 | $46.0M |
| Level Wealth Management LLC | 32.44% | — | 158,457 | $45.9M |
| Battery Global Advisors, LLC | 24.42% | Add +5.5% | 157,634 | $45.7M |
| REDW Wealth LLC | 15.82% | Reduce -9.7% | 157,184 | $45.6M |
| Fiduciary Trust Co | 0.60% | Add +9.5% | 156,666 | $45.4M |
| Kearns & Associates LLC | 29.06% | Add +0.4% | 155,166 | $45.0M |
| Wood Tarver Financial Group, LLC | 15.01% | — | 154,916 | $44.9M |
| BostonPremier Wealth LLC | 27.12% | — | 154,395 | $44.7M |
| Rosenberg Matthew Hamilton | 11.58% | Reduce -2.2% | 153,768 | $44.6M |
| Victory Capital Management Inc. | 0.04% | Add +2.7% | 153,063 | $44.4M |
| Baron Silver Stevens Financial Advisors, LLC | 7.49% | Add +2.8% | 152,303 | $44.1M |
| Altus Wealth Management, LLC | 19.73% | Add +1.3% | 152,184 | $44.1M |
| Bordeaux Wealth Advisors LLC | 7.08% | Add +0.6% | 152,007 | $44.1M |
| National Philanthropic Trust | 0.64% | Add +3.6% | 151,976 | $44.0M |
| Tennessee Valley Asset Management Partners | 7.35% | Reduce -1.2% | 151,478 | $43.9M |
| Parallel Advisors, LLC | 0.99% | Reduce -0.3% | 151,187 | $43.8M |
| Cypress Capital, LLC | 12.46% | Reduce -10.8% | 150,383 | $43.6M |
| Red Wave Investments LLC | 15.20% | Reduce -1.4% | 149,879 | $43.4M |
| Family CFO Inc | 23.83% | Add +2.3% | 149,345 | $43.3M |
| White Wing Wealth Management | 32.05% | Add +2.8% | 148,769 | $43.1M |
| FRG Family Wealth Advisors LLC | 7.81% | Reduce -0.7% | 148,399 | $43.0M |
| Principal Financial Group Inc. | 0.02% | Reduce -3.6% | 148,150 | $42.9M |
| Bartlett & Co. Wealth Management LLC | 0.62% | Reduce -1.0% | 147,810 | $42.8M |
| Obsido Oy | 38.51% | — | 147,785 | $42.8M |
| North Star Investment Management Corp. | 2.97% | Add +2.3% | 147,212 | $42.7M |
| Howe & Rusling Inc. | 3.63% | Add +3.3% | 145,318 | $42.1M |
| OLIO Financial Planning | 14.69% | Reduce -37.2% | 144,279 | $41.8M |
| Karpus Management, Inc. | 1.23% | Reduce -1.2% | 143,943 | $41.7M |
| Cwm, LLC | 0.17% | Add +0.5% | 143,822 | $41.7M |
| Flputnam Investment Management Co. | 0.76% | Add +0.0% | 143,493 | $41.6M |
| Flagship Harbor Advisors, LLC | 2.18% | Reduce -1.4% | 143,290 | $41.5M |
| Wrenne Financial Planning LLC | 23.59% | Add +6.3% | 143,103 | $41.5M |
| Concurrent Investment Advisors, LLC | 1.12% | Reduce -7.5% | 142,860 | $41.4M |
| Pacific Center for Financial Services | 10.55% | Add +1.5% | 141,488 | $41.0M |
| Robertson Stephens Wealth Management, LLC | 1.46% | Add +4.6% | 141,470 | $41.0M |
| Raffa Wealth Management, LLC | 9.36% | Add +4.8% | 138,718 | $40.2M |
| Scissortail Wealth Management, LLC | 10.23% | Add +30895.3% | 137,929 | $40.0M |
| O'Brien Wealth Partners LLC | 7.16% | Add +12.6% | 137,028 | $39.7M |
| RIA Advisory Group LLC | 13.43% | Reduce -19.5% | 136,287 | $39.5M |
| Gibson Wealth Advisors LLC | 32.48% | Reduce -1.0% | 135,802 | $39.4M |
| First Western Trust Bank | 1.81% | No change | 134,895 | $39.1M |
| Capitol Family Office, Inc. | 52.17% | Reduce -5.1% | 134,849 | $39.1M |
| Equita Financial Network, Inc. | 14.02% | Add +4.5% | 133,779 | $38.8M |
| VERITY Wealth Advisors | 27.96% | Reduce -0.1% | 133,687 | $38.7M |
| United Capital Financial Advisors, LLC | 0.33% | Reduce -2.0% | 132,931 | $38.5M |
| Seeds Investor LLC | 10.97% | Add +4.2% | 132,805 | $38.5M |
| Tide Cove Capital Partners LLC | 33.03% | — | 133,002 | $38.3M |
| Annex Advisory Services, LLC | 1.15% | Reduce -3.0% | 132,249 | $38.3M |
| Balentine LLC | 1.55% | Add +1.0% | 131,422 | $38.1M |
| jvl associates llc | 14.43% | Reduce -0.4% | 131,400 | $38.1M |
| Everhart Financial Group, Inc. | 7.79% | Add +3.9% | 130,551 | $37.8M |
| PFG Advisors | 2.30% | Add +43.0% | 129,821 | $37.6M |
| Rolek Wealth Management LLC | 29.46% | — | 129,706 | $37.6M |
| Independent Advisor Alliance | 0.49% | Add +379.3% | 128,871 | $37.3M |
| Rwa Wealth Partners, LLC | 0.46% | Reduce -0.1% | 128,680 | $37.3M |
| Independent Financial Group, LLC | 1.24% | Add +2.4% | 128,565 | $37.3M |
| B.O.S.S. Retirement Advisors, LLC | 10.41% | Add +311.9% | 128,554 | $37.3M |
| Caisse de depot et placement du Quebec | 0.08% | Add +100.0% | 128,000 | $37.1M |
| REAP Financial Group, LLC | 9.13% | Reduce -2.3% | 126,978 | $36.8M |
| Telos Capital Management, Inc. | 3.90% | Add +0.6% | 126,328 | $36.6M |
| Clearstead Advisors, LLC | 0.56% | Add +1.7% | 126,179 | $36.6M |
| Principal Securities, Inc. | 0.82% | Add +12.6% | 126,084 | $36.5M |
| Breed's Hill Capital LLC | 19.04% | Add +81.7% | 125,595 | $36.4M |
| BCM Advisors, LLC | 8.13% | Add +1.9% | 121,330 | $36.4M |
| ICONIQ Capital, LLC | 0.56% | Add +5.0% | 125,197 | $36.3M |
| Diversified Trust Co. | 0.88% | Reduce -0.5% | 124,410 | $36.1M |
| Chicago Partners Investment Group LLC | 1.19% | Add +69.3% | 122,381 | $35.7M |
| CGN Advisors LLC | 3.46% | Add +1.1% | 122,781 | $35.6M |
| Roger Wittlin Investment Advisory, LLC | 19.80% | Add +7.0% | 122,001 | $35.4M |
| Manske Wealth Management | 13.96% | — | 121,251 | $35.1M |
| Perigon Wealth Management, LLC | 0.86% | Add +0.9% | 119,520 | $35.1M |
| Portfolio Strategies, Inc. | 4.98% | Reduce -23.1% | 120,986 | $35.1M |
| Compass Financial Group, INC | 6.63% | Add +0.6% | 120,739 | $35.0M |
| One Degree Advisors Inc | 14.22% | Reduce -0.6% | 116,633 | $35.0M |
| Townsquare Capital LLC | 0.39% | Add +6.5% | 120,583 | $34.9M |
| Breakwater Investment Management | 14.82% | Add +1.7% | 120,315 | $34.9M |
| WealthPlan Investment Management, LLC | 3.44% | Add +4.9% | 120,032 | $34.8M |
| First PREMIER Bank | 8.83% | Add +3.8% | 119,608 | $34.7M |
| New England Private Wealth Advisors LLC | 5.42% | Add +1.6% | 118,020 | $34.2M |
| Pure Financial Advisors, LLC | 0.78% | Reduce -0.9% | 117,860 | $34.2M |
| Bison Wealth, LLC | 4.17% | — | 117,467 | $34.0M |
| LJI Wealth Management, LLC | 6.65% | Add +130.1% | 116,579 | $33.8M |
| Wick Capital Partners, LLC | 9.96% | Add +2.0% | 116,489 | $33.8M |
| Liberty Capital Management, Inc. | 7.45% | Add +2.6% | 115,839 | $33.6M |
| Weinberger Asset Management, Inc | 14.00% | Reduce -0.7% | 115,626 | $33.5M |
| Penney Financial, LLC | 22.26% | Reduce -0.2% | 114,559 | $33.2M |
| Benchmark Financial Wealth Advisors, LLC | 10.60% | Reduce -2.9% | 114,180 | $33.1M |
| Valmark Advisers, Inc. | 0.51% | Reduce -1.5% | 113,777 | $33.0M |
| Cozad Asset Management Inc. | 3.07% | Add +8.7% | 113,708 | $33.0M |
| Sterling Wealth Management, Inc. | 12.17% | Add +3.2% | 113,675 | $32.9M |
| Allegiance Financial Group Advisory Services LLC | 10.66% | Add +6.1% | 113,607 | $32.9M |
| Pinnacle Wealth Management Advisory Group, LLC | 3.05% | Add +3.7% | 112,683 | $32.7M |
| Dynasty Wealth Management, LLC | 0.56% | Reduce -1.5% | 111,910 | $32.4M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4.77% | Add +2.7% | 111,012 | $32.2M |
| Northeast Financial Consultants Inc | 1.36% | Reduce -4.3% | 110,897 | $32.1M |
| Fifth Third Securities, Inc. | 2.73% | Add +2.9% | 110,853 | $32.1M |
| Chandler Asset Management, Inc. | 6.12% | Reduce -5.5% | 110,500 | $32.0M |
| Intrepid Family Office LLC | 33.62% | — | 110,000 | $31.9M |
| Leonard Rickey Investment Advisors P.L.L.C. | 7.33% | Add +13.2% | 109,815 | $31.8M |
| Atria Investments, Inc | 0.40% | Add +11.8% | 109,729 | $31.8M |
| Beacon Financial Strategies CORP | 21.21% | Add +4.0% | 109,529 | $31.7M |
| Quantinno Capital Management LP | 0.31% | Add +17.9% | 109,414 | $31.7M |
| Keybank National Association | 0.12% | Add +0.5% | 109,013 | $31.6M |
| Brooklyn FI, LLC | 10.45% | Add +6.1% | 108,392 | $31.4M |
| Roundview Capital LLC | 2.19% | Add +13.8% | 108,369 | $31.4M |
| Morling Financial Advisors, LLC | 10.91% | Add +9.7% | 107,993 | $31.3M |
| GenTrust, LLC | 1.36% | Add +1.2% | 107,901 | $31.3M |
| Smithfield Trust Co | 1.55% | Reduce -0.6% | 107,757 | $31.2M |
| Cary Street Partners Financial LLC | 1.01% | — | 107,642 | $31.2M |
| David Kennon Inc | 12.28% | Reduce -1.9% | 107,449 | $31.1M |
| Keystone Financial Group | 3.05% | Add +3.7% | 106,397 | $30.8M |
| My Personal CFO, LLC | 15.81% | Add +14.0% | 106,392 | $30.8M |
| Tsfg, LLC | 6.31% | Reduce -0.6% | 105,957 | $30.7M |
| Harbour Investments, Inc. | 0.88% | Add +8.5% | 105,624 | $30.6M |
| LPF Advisors LLC | 25.45% | Add +4.3% | 105,006 | $30.4M |
| Pinnacle Financial Partners Inc | 0.61% | Reduce -5.1% | 104,442 | $30.3M |
| Frank, Rimerman Advisors LLC | 2.20% | Add +1.8% | 104,327 | $30.2M |
| U.S. Capital Wealth Advisors, LLC | 0.94% | Reduce -15.3% | 104,286 | $30.2M |
| Bfsg, LLC | 3.51% | Add +3.6% | 103,623 | $30.0M |
| AllGen Financial Advisors, Inc. | 10.05% | Add +26.9% | 103,270 | $29.9M |
| Opus Investment Management Inc. | 22.05% | No change | 102,994 | $29.8M |
| Financial Advocates Investment Management | 1.69% | Add +6.5% | 102,616 | $29.7M |
| Skyline Advisors, Inc. | 11.50% | Reduce -1.2% | 102,240 | $29.6M |
| Coldstream Capital Management Inc. | 0.63% | Add +1.6% | 102,129 | $29.6M |
| Advyzon Investment Management, LLC | 11.34% | — | 101,370 | $29.4M |
| Peak Financial Management, Inc. | 8.77% | Reduce -0.8% | 101,028 | $29.3M |
| Obermeyer Wealth Partners | 1.52% | Add +1.4% | 100,736 | $29.2M |
| AllSquare Wealth Management LLC | 16.77% | Add +0.3% | 100,607 | $29.2M |
| Integris Wealth Management, LLC | 8.22% | Reduce -1.0% | 100,521 | $29.1M |
| Mutual Advisors, LLC | 0.84% | Reduce -3.8% | 98,395 | $28.9M |
| Washburn Capital Management, Inc. | 17.80% | Add +9.3% | 99,215 | $28.8M |
| Bush Investment Group, LLC | 22.25% | Reduce -1.2% | 98,356 | $28.5M |
| Gryphon Financial Partners LLC | 4.09% | Reduce -19.1% | 98,180 | $28.5M |
| Blankinship & Foster, LLC | 6.99% | Reduce -3.1% | 98,077 | $28.4M |
| Jacobi Capital Management LLC | 2.12% | Add +4.7% | 97,887 | $28.4M |
| Choate Investment Advisors | 0.68% | No change | 97,885 | $28.4M |
| Ashford Capital Management Inc. | 3.34% | Reduce -3.7% | 97,720 | $28.3M |
| Cobblestone Capital Advisors LLC | 1.54% | Reduce -0.8% | 97,640 | $28.3M |
| NewEdge Wealth, LLC | 0.49% | Add +4.3% | 97,210 | $28.2M |
| Mather Group, Llc. | 0.36% | Reduce -0.2% | 96,721 | $28.0M |
| Global Retirement Partners, LLC | 0.80% | Add +18.4% | 96,669 | $28.0M |
| HBK Sorce Advisory LLC | 0.84% | Reduce -0.4% | 96,500 | $28.0M |
| Trellis Wealth Advisors LLC | 14.02% | Reduce -0.4% | 96,214 | $27.9M |
| Graypoint LLC | 1.69% | Reduce -3.6% | 96,133 | $27.9M |
| Ebor Charitable Trust | 58.28% | Reduce -3.1% | 94,836 | $27.5M |
| Financial Architects, LLC | 17.54% | Reduce -1.3% | 94,457 | $27.4M |
| Annis Gardner Whiting Capital Advisors, LLC | 7.66% | Add +0.3% | 94,356 | $27.3M |
| Monashee Investment Management LLC | 3.77% | No change | 93,660 | $27.1M |
| Clarity Wealth Advisors, LLC | 7.34% | Add +2.2% | 92,952 | $26.9M |
| Burrus Financial Services, Inc. | 13.74% | Reduce -1.5% | 92,295 | $26.7M |
| Aspiriant, LLC | 0.95% | Reduce -0.5% | 91,088 | $26.4M |
| BBR Partners, LLC | 1.82% | Add +0.0% | 89,863 | $26.0M |
| Crescent Grove Advisors, LLC | 2.54% | Add +0.0% | 88,566 | $25.7M |
| Great Valley Advisor Group, Inc. | 0.57% | Reduce -6.8% | 87,956 | $25.5M |
| Woodmont Investment Counsel LLC | 1.88% | Add +0.1% | 87,947 | $25.5M |
| Brass Tax Wealth Management, Inc. | 5.33% | Reduce -1.1% | 87,412 | $25.3M |
| Manuka Financial, LLC | 17.01% | — | 87,012 | $25.2M |
| Foundations Investment Advisors, LLC | 0.48% | Add +10.4% | 86,544 | $25.1M |
| Financial Counselors Inc. | 0.36% | Reduce -0.1% | 86,127 | $25.0M |
| Great Diamond Partners, LLC | 6.39% | Reduce -1.2% | 85,192 | $24.7M |
| Clear Harbor Asset Management, LLC | 1.99% | Add +0.6% | 85,189 | $24.7M |
| Principle Wealth Partners LLC | 1.73% | Reduce -0.7% | 85,041 | $24.6M |
| Washington Capital Management, Inc. | 19.43% | Reduce -2.0% | 84,824 | $24.6M |
| Nisa Investment Advisors, LLC | 0.10% | Reduce -21.3% | 84,589 | $24.5M |
| Ogorek Anthony Joseph /NY/ | 7.78% | Reduce -0.5% | 84,441 | $24.5M |
| Edge Capital Group, LLC | 1.08% | Reduce -99.9% | 63 | $24.3M |
| Venture Visionary Partners LLC | 1.03% | Reduce -1.1% | 83,693 | $24.3M |
| Capital Advisors, Ltd. LLC | 3.05% | Add +0.1% | 83,535 | $24.2M |
| Kestra Private Wealth Services, LLC | 0.41% | Add +3.5% | 83,511 | $24.2M |
| Wellington Management Group LLP | 0.00% | Add +7.7% | 81,810 | $23.7M |
| CWA Asset Management Group, LLC | 1.20% | Add +2.9% | 81,796 | $23.7M |
| Precedent Wealth Partners, LLC | 7.68% | Reduce -0.6% | 81,236 | $23.5M |
| Modern Wealth Management, LLC | 0.88% | Add +50.6% | 81,122 | $23.5M |
| Latigo Investments, LLC | 11.92% | No change | 80,845 | $23.4M |
| Arax Advisory Partners | 1.47% | Add +26.6% | 80,661 | $23.4M |
| Horizon Wealth Management, LLC | 4.06% | Add +3.0% | 80,462 | $23.3M |
| AdvisorNet Financial, Inc | 1.94% | Add +1.3% | 79,929 | $23.2M |
| Northwest Wealth Management, LLC | 4.87% | Reduce -3.4% | 79,215 | $23.0M |
| Firestone Capital Management | 5.70% | Add +10.2% | 79,142 | $22.9M |
| BlackRock, Inc. | 0.00% | Add +2017.3% | 79,038 | $22.9M |
| Cordant, Inc. | 12.01% | Reduce -4.7% | 78,743 | $22.8M |
| RFG Advisory, LLC | 0.64% | Reduce -1.4% | 78,228 | $22.7M |
| Advisory Services Network, LLC | 0.42% | Add +7.7% | 78,190 | $22.7M |
| Michael A. Dubis Financial Planning, LLC | 21.88% | — | 78,080 | $22.6M |
| Allianz Asset Management GmbH | 0.03% | Add +72.9% | 77,780 | $22.5M |
| J.W. Cole Advisors, Inc. | 0.91% | Add +5.2% | 77,310 | $22.4M |
| Prospera Financial Services Inc | 0.52% | Add +4.5% | 77,152 | $22.4M |
| Yousif Capital Management, LLC | 0.25% | No change | 76,973 | $22.3M |
| Kraft, Davis & Associates, LLC | 6.35% | Add +2.8% | 74,500 | $22.2M |
| Gordian Advisors LLC | 17.54% | Add +4.3% | 76,478 | $22.2M |
| Symmetry Partners, LLC | 3.13% | Add +29.1% | 75,987 | $22.0M |
| O'shaughnessy Asset Management, LLC | 0.19% | Add +15.7% | 75,799 | $22.0M |
| Mesirow Financial Investment Management, Inc. | 0.44% | Reduce -0.2% | 75,721 | $21.9M |
| Sensible Financial Planning & Management, LLC. | 4.55% | Reduce -3.6% | 75,688 | $21.9M |
| Sound View Wealth Advisors Group, LLC | 1.76% | Add +2.8% | 75,398 | $21.9M |
| Optas, LLC | 4.68% | Reduce -0.0% | 74,970 | $21.7M |
| Addis & Hill, Inc | 16.01% | Add +0.8% | 74,720 | $21.7M |
| Seneschal Advisors, LLC | 17.99% | — | 74,223 | $21.5M |
| Rockbridge Investment Management, LCC | 2.73% | Reduce -0.3% | 73,483 | $21.3M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -3.3% | 72,656 | $21.2M |
| Barrett & Company, Inc. | 8.96% | Add +5.1% | 73,286 | $21.2M |
| Hollencrest Capital Management | 0.85% | Reduce -0.1% | 72,857 | $21.1M |
| Root Financial Partners, LLC | 2.60% | Add +33.9% | 72,492 | $21.0M |
| Cornerstone National Bank & Trust Co | 9.62% | Add +2.0% | 72,278 | $20.9M |
| First Horizon Advisors, Inc. | 0.58% | Reduce -5.4% | 72,001 | $20.9M |
| Cascade Investment Group, Inc. | 14.90% | Add +0.7% | 71,907 | $20.8M |
| Sigma Investment Counselors Inc. | 1.22% | Reduce -0.7% | 71,680 | $20.8M |
| Altiora Financial Group, LLC | 4.51% | Add +8.2% | 71,461 | $20.7M |
| Continuum Advisory, LLC | 2.65% | Add +2.3% | 71,284 | $20.7M |
| Shayne & Jacobs, LLC | 5.40% | Reduce -5.3% | 71,186 | $20.6M |
| NORTHSTAR ASSET MANAGEMENT Co | 4.72% | Reduce -0.2% | 71,064 | $20.6M |
| Ameritas Advisory Services, LLC | 0.71% | Add +55.0% | 70,703 | $20.5M |
| Drucker Wealth 3.0, LLC | 4.71% | Add +0.4% | 70,510 | $20.4M |
| Mayport, LLC | 6.02% | Reduce -0.1% | 70,471 | $20.4M |
| Wealthcare Capital Partners, LLC | 10.62% | — | 70,355 | $20.4M |
| BWM Planning, LLC | 8.83% | Add +16.0% | 70,031 | $20.3M |
| FSM Wealth Advisors, LLC | 4.96% | Add +9.2% | 69,036 | $20.3M |
| Cannon Financial Strategists, Inc. | 3.47% | Reduce -0.9% | 69,864 | $20.2M |
| Geneos Wealth Management Inc. | 0.71% | Reduce -2.1% | 69,771 | $20.2M |
| EverSource Wealth Advisors, LLC | 1.13% | Add +3.5% | 69,511 | $20.1M |
| M&T Bank Corp | 0.07% | Reduce -3.1% | 69,396 | $20.1M |
| Shotwell Rutter Baer Inc | 16.82% | Reduce -2.0% | 69,476 | $20.0M |
| Kings Path Partners LLC | 8.52% | Reduce -5.0% | 68,862 | $20.0M |
| Satovsky Asset Management LLC | 4.56% | Reduce -0.8% | 68,786 | $19.9M |
| Industrial Alliance Investment Management Inc. | 15.31% | Reduce -0.5% | 68,001 | $19.7M |
| Martin Worley Group | 12.26% | — | 67,727 | $19.6M |
| Johnson Investment Counsel Inc. | 0.19% | Reduce -3.8% | 67,563 | $19.6M |
| Simon Quick Advisors, LLC | 1.17% | Add +1.1% | 67,486 | $19.6M |
| Raab & Moskowitz Asset Management LLC | 4.73% | Reduce -1.2% | 66,554 | $19.3M |
| Freestone Capital Holdings, LLC | 0.66% | Reduce -2.6% | 66,231 | $19.2M |
| CBIZ Investment Advisory Services, LLC | 0.95% | Reduce -11.0% | 65,787 | $19.1M |
| ArchPoint Investors | 6.26% | No change | 65,721 | $19.0M |
| Community Bank, N.A. | 2.41% | Add +0.9% | 64,978 | $18.8M |
| Greenleaf Trust | 0.17% | Reduce -1.2% | 63,824 | $18.5M |
| Lodestar Private Asset Management LLC | 2.31% | Add +3.0% | 63,734 | $18.5M |
| Clarity Wealth Development LLC | 19.95% | — | 61,548 | $18.4M |
| Aspen Grove Capital, LLC | 3.90% | Add +9.1% | 63,369 | $18.4M |
| Cascade Financial Partners, LLC | 2.39% | Add +0.7% | 63,361 | $18.4M |
| Define Financial, LLC | 13.77% | — | 62,965 | $18.2M |
| Signaturefd, LLC | 0.35% | Add +2.5% | 62,895 | $18.2M |
| Independence Bank of Kentucky | 2.80% | Add +2534.8% | 62,892 | $18.2M |
| Parisi Gray Wealth Management | 5.78% | Reduce -0.2% | 62,793 | $18.2M |
| Benjamin Edwards Inc. | 0.26% | Reduce -3.5% | 62,737 | $18.2M |
| Stratos Wealth Advisors, LLC | 0.87% | Add +14.6% | 62,688 | $18.2M |
| First Hawaiian Bank | 0.59% | Reduce -0.9% | 62,681 | $18.2M |
| Thoroughbred Financial Services, LLC | 1.10% | Add +0.3% | 62,377 | $18.1M |
| Pacific Capital Wealth Advisors, Inc. | 3.02% | Reduce -18.8% | 62,340 | $18.1M |
| FineMark National Bank & Trust | 0.63% | Reduce -0.9% | 62,278 | $18.0M |
| Proficio Capital Partners LLC | 1.46% | Add +15.4% | 62,185 | $18.0M |
| Cornerstone Wealth Group, LLC | 1.47% | Add +1.4% | 62,109 | $18.0M |
| Apollon Wealth Management, LLC | 0.41% | Add +1.9% | 61,999 | $18.0M |
| Boston Financial Mangement LLC | 0.54% | Add +102.0% | 61,872 | $17.9M |
| Maryland Capital Advisors Inc. | 8.29% | Add +56.1% | 61,736 | $17.9M |
| AA Financial Advisors, LLC | 4.76% | Add +6.8% | 61,638 | $17.9M |
| Federation des caisses Desjardins du Quebec | 0.09% | Add +2.3% | 61,580 | $17.8M |
| CW Advisors, LLC | 0.24% | Add +39.1% | 61,062 | $17.7M |
| Stokes Family Office, LLC | 1.88% | Add +0.0% | 60,839 | $17.6M |
| Cornerstone Wealth Management, LLC | 1.19% | Reduce -1.4% | 60,726 | $17.6M |
| Allspring Global Investments Holdings, LLC | 0.03% | Add +2.9% | 60,718 | $17.6M |
| Compass Advisory Group LLC | 6.28% | Reduce -0.6% | 60,572 | $17.6M |
| Almanack Investment Partners, LLC. | 2.70% | Reduce -0.1% | 60,464 | $17.5M |
| 5th Street Advisors, LLC | 9.10% | Reduce -2.1% | 60,369 | $17.5M |
| IHT Wealth Management, LLC | 0.56% | Reduce -28.1% | 60,136 | $17.4M |
| Farther Finance Advisors, LLC | 0.63% | Add +72.2% | 59,944 | $17.4M |
| Callan Family Office, LLC | 1.10% | Add +13.0% | 59,788 | $17.3M |
| &partners | 0.21% | Add +25.8% | 58,955 | $17.3M |
| MontVue Capital Management, Inc. | 13.14% | Reduce -1.0% | 59,460 | $17.2M |
| Dorsey & Whitney Trust CO LLC | 0.95% | Add +4.8% | 59,179 | $17.2M |
| Portland Global Advisors LLC | 2.16% | Reduce -0.3% | 58,931 | $17.1M |
| Warwick Investment Management, Inc. | 3.52% | Reduce -13.8% | 58,907 | $17.1M |
| Palisades Hudson Asset Management, L.P. | 7.18% | Reduce -2.5% | 58,773 | $17.0M |
| Glenview Trust Co | 0.32% | Add +0.1% | 58,753 | $17.0M |
| Seven Post Investment Office LP | 6.49% | Reduce -2.3% | 58,523 | $17.0M |
| Long Island Wealth Management, Inc. | 10.54% | Reduce -0.3% | 58,113 | $16.8M |
| Westside Investment Management, Inc. | 3.54% | Add +0.0% | 57,984 | $16.8M |
| Davis R M Inc. | 0.33% | Add +0.4% | 57,967 | $16.8M |
| NorthRock Partners, LLC | 0.55% | Add +4.1% | 57,829 | $16.8M |
| Sageworth Trust Co of South Dakota | 21.17% | Add +0.7% | 57,772 | $16.7M |
| Associated Banc-Corp | 0.50% | Add +10.2% | 57,475 | $16.7M |
| Peterson Wealth Advisors, LLC | 2.99% | Reduce -6.5% | 56,693 | $16.6M |
| Coastline Trust Co | 1.94% | Reduce -1.2% | 57,274 | $16.6M |
| LexAurum Advisors, LLC | 3.29% | Add +7.1% | 56,855 | $16.5M |
| Goldstone Financial Group, LLC | 2.58% | Add +4.3% | 56,765 | $16.5M |
| Argent Trust Co | 0.67% | Reduce -0.9% | 56,748 | $16.4M |
| W.H. Cornerstone Investments Inc. | 10.93% | Reduce -3.3% | 56,475 | $16.4M |
| Foster Dykema Cabot & Partners, LLC | 1.27% | Reduce -2.5% | 56,205 | $16.3M |
| Titleist Asset Management, LLC | 1.87% | Add +81.4% | 56,049 | $16.2M |
| Cresta Advisors, Ltd. | 8.45% | No change | 57,087 | $16.2M |
| Clark Asset Management, LLC | 3.01% | Add +16.4% | 55,592 | $16.1M |
| Avion Wealth | 4.13% | Reduce -5.5% | 55,418 | $16.1M |
| Advisor OS, LLC | 1.86% | Reduce -0.0% | 55,414 | $16.1M |
| Western Wealth Management, LLC | 0.86% | Add +0.4% | 55,352 | $16.0M |
| Empirical Finance, LLC | 0.93% | Reduce -0.1% | 55,300 | $16.0M |
| StoneX Group Inc. | 0.88% | Add +2.4% | 55,273 | $16.0M |
| Silver Oak Securities, Incorporated | 1.49% | Add +21.9% | 54,996 | $16.0M |
| NBT Bank, N.A. | 1.11% | Add +7.2% | 55,092 | $16.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.31% | Reduce -0.2% | 54,716 | $15.9M |
| Lane & Associates LLC | 8.18% | Add +9.8% | 53,013 | $15.8M |
| Lanham O'Dell & Company, Inc. | 23.96% | Add +2.3% | 54,507 | $15.8M |
| Keeley-Teton Advisors, LLC | 1.83% | Add +1.6% | 54,441 | $15.8M |
| Fairway Financial, LLC | 14.40% | — | 54,419 | $15.8M |
| JFS Wealth Advisors, LLC | 1.08% | Add +8.8% | 54,289 | $15.7M |
| Legacy Financial Strategies, LLC | 3.39% | Reduce -1.3% | 54,379 | $15.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.43% | Add +3.9% | 54,228 | $15.7M |
| Seldon Capital LP | 6.42% | No change | 54,098 | $15.7M |
| Trace Wealth Advisors, LLC | 14.04% | — | 54,044 | $15.7M |
| Monument Group Wealth Advisors, LLC | 11.08% | Reduce -5.4% | 54,012 | $15.7M |
| Sard Wealth Management Group, LLC | 10.49% | Add +1.6% | 53,891 | $15.6M |
| Elwood & Goetz Wealth Advisory Group, LLC | 3.81% | Reduce -1.1% | 53,878 | $15.6M |
| Chevy Chase Trust Holdings, LLC | 0.05% | Add +0.5% | 53,864 | $15.6M |
| TCI Wealth Advisors, Inc. | 1.30% | Add +0.1% | 53,661 | $15.6M |
| Sanctuary Wealth Management, L.L.C. | 10.28% | Reduce -4.8% | 53,620 | $15.5M |
| BFI Infinity Ltd. | 16.84% | — | 53,490 | $15.5M |
| Plotkin Financial Advisors, LLC | 9.20% | Add +0.6% | 53,465 | $15.5M |
| Carr Financial Group Corp | 4.86% | Add +4.0% | 53,348 | $15.5M |
| Burns J W & Co. Inc. | 1.97% | Add +17.8% | 53,295 | $15.4M |
| Pine Harbor Wealth Management, LLC | 6.22% | Add +9.5% | 53,274 | $15.4M |
| Strategic Wealth Investment Group, LLC | 0.85% | Reduce -11.4% | 53,144 | $15.4M |
| Coston, McIsaac & Partners | 4.57% | Reduce -0.7% | 53,144 | $15.4M |
| Pension & Wealth Management Advisors, Inc. | 6.15% | Add +29572.1% | 53,113 | $15.4M |
| WealthPLAN Partners, LLC | 2.18% | Reduce -7.4% | 53,061 | $15.4M |
| Applied Capital LLC | 7.89% | Add +1.0% | 53,050 | $15.4M |
| MRWM Advisors, LLC | 12.01% | — | 52,933 | $15.3M |
| MJP Associates Inc. | 2.73% | Reduce -0.2% | 52,529 | $15.2M |
| GFS Advisors, LLC | 2.30% | New | 52,112 | $15.1M |
| Cornerstone Management, Inc. | 2.91% | Reduce -4.5% | 51,798 | $15.0M |
| Synergy Asset Management, LLC | 1.16% | Add +122.4% | 52,336 | $15.0M |
| Potomac Fund Management Inc. | 0.88% | — | 51,688 | $15.0M |
| World Investment Advisors | 0.41% | Add +3.0% | 51,625 | $15.0M |
| Mgo One Seven LLC | 0.57% | Reduce -3.1% | 51,355 | $14.9M |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 5.67% | Reduce -0.5% | 51,249 | $14.9M |
| Dakota Wealth Management | 0.34% | Add +0.4% | 51,216 | $14.8M |
| New England Asset Management Inc. | 2.65% | Reduce -9.0% | 51,120 | $14.8M |
| New Covenant Trust Company, N.A. | 14.45% | Reduce -5.5% | 50,058 | $14.6M |
| Headinvest, LLC | 2.71% | Add +1.4% | 49,492 | $14.3M |
| Wilson & Boucher Capital Management, LLC | 10.15% | Add +9.4% | 49,435 | $14.3M |
| Conning Inc. | 0.52% | No change | 49,266 | $14.3M |
| WealthCollab, LLC | 9.15% | Add +9.9% | 49,239 | $14.3M |
| WASHINGTON TRUST Co | 0.51% | Add +7.7% | 49,102 | $14.2M |
| NovaPoint Capital, LLC | 4.33% | Reduce -1.7% | 49,010 | $14.2M |
| SageView Advisory Group, LLC | 0.60% | Add +10.7% | 48,440 | $14.0M |
| Scarborough Advisors, LLC | 1.98% | Reduce -3.8% | 48,354 | $14.0M |
| Maiden Cove Capital, LLC | 21.35% | Add +4.2% | 48,191 | $14.0M |
| Foundation Wealth Management, LLC\PA | 6.76% | — | 48,094 | $13.9M |
| Constellation Investments, Inc. | 0.63% | — | 48,000 | $13.9M |
| IFP Advisors, Inc | 0.46% | Reduce -2.3% | 48,001 | $13.9M |
| Atlantic Private Wealth, LLC | 10.44% | Add +0.0% | 47,833 | $13.9M |
| Integrated Advisors Network LLC | 0.66% | Reduce -2.6% | 47,762 | $13.8M |
| Rothschild Wealth LLC | 4.05% | Add +382.3% | 47,742 | $13.8M |
| Farnam Financial LLC | 14.32% | Reduce -4.0% | 47,261 | $13.7M |
| Park National Corp. | 0.50% | Add +0.1% | 47,168 | $13.7M |
| Benningfield Financial Advisors, LLC | 13.34% | — | 47,063 | $13.6M |
| Manning & Napier Advisors LLC | 0.16% | Reduce -6.7% | 46,881 | $13.6M |
| Klingman & Associates, LLC | 0.86% | Reduce -1.4% | 46,712 | $13.5M |
| GoalVest Advisory LLC | 3.70% | Reduce -4.2% | 46,533 | $13.5M |
| Olistico Wealth, LLC | 7.78% | Add +8.3% | 46,164 | $13.4M |
| Sigma Planning Corp | 0.42% | Reduce -2.6% | 46,037 | $13.3M |
| Johnson Financial Group, Inc. | 0.63% | Add +0.4% | 44,549 | $13.3M |
| VSM Wealth Advisory, LLC | 4.74% | — | 45,891 | $13.3M |
| Axxcess Wealth Management, LLC | 0.33% | Add +9.2% | 45,888 | $13.3M |
| One Capital Management, LLC | 0.44% | Add +1.2% | 45,851 | $13.3M |
| Harbor Investment Advisory, LLC | 1.23% | Add +2.9% | 45,540 | $13.2M |
| Chilton Investment Co. Inc. | 0.34% | No change | 45,516 | $13.2M |
| Ironsides Asset Advisors, LLC | 3.76% | Add +133.1% | 45,228 | $13.1M |
| SVB Wealth LLC | 0.24% | New | 45,012 | $13.0M |
| Blackston Financial Advisory Group, LLC | 6.49% | Reduce -5.2% | 44,946 | $13.0M |
| Oppenheimer & Co. Inc. | 0.19% | Add +5.0% | 44,921 | $13.0M |
| Asset Management Group, Inc. | 2.31% | Reduce -0.3% | 44,884 | $13.0M |
| Canopy Partners, LLC | 4.96% | Reduce -0.6% | 44,853 | $13.0M |
| Badgley Phelps Wealth Managers, LLC | 0.30% | Reduce -1.5% | 44,798 | $13.0M |
| Future You Wealth LLC | 9.18% | — | 44,729 | $13.0M |
| Ironwood Investment Management LLC | 6.45% | Add +0.6% | 44,725 | $13.0M |
| Angeles Wealth Management, LLC | 1.07% | Add +0.3% | 44,589 | $12.9M |
| Concourse Financial Group Securities, Inc. | 0.73% | Add +4.8% | 42,897 | $12.9M |
| Aspect Partners, LLC | 7.44% | Reduce -4.6% | 44,446 | $12.9M |
| Northland Capital Management LLC | 9.55% | Reduce -8.1% | 44,434 | $12.9M |
| CreativeOne Wealth, LLC | 0.39% | Add +6.9% | 44,399 | $12.9M |
| Leavell Investment Management, Inc. | 0.63% | Reduce -0.9% | 44,383 | $12.9M |
| Webster Bank, N. A. | 1.38% | Reduce -2.0% | 44,376 | $12.9M |
| LifeGuide Financial Advisors, LLC | 5.49% | Add +2.7% | 44,202 | $12.8M |
| Fairview Capital Investment Management, LLC | 0.66% | Add +2.6% | 44,175 | $12.8M |
| Bristlecone Advisors, LLC | 1.00% | Add +0.6% | 44,012 | $12.8M |
| Shelter Mutual Insurance Co | 3.17% | No change | 43,850 | $12.7M |
| OneAscent Financial Services LLC | 1.08% | New | 43,730 | $12.7M |
| Nia Impact Advisors, LLC | 4.11% | Reduce -1.9% | 43,585 | $12.6M |
| Barclays PLC | 0.01% | Add +7.7% | 43,487 | $12.6M |
| Fayez Sarofim & Co | 0.03% | No change | 43,479 | $12.6M |
| Clarity Capital Advisors, LLC | 8.39% | Reduce -0.1% | 43,203 | $12.5M |
| Liberty Wealth Management LLC | 2.08% | Add +2.2% | 43,050 | $12.5M |
| Aptus Capital Advisors, LLC | 0.15% | Reduce -21.0% | 42,913 | $12.4M |
| Bokf, NA | 0.21% | Add +1.5% | 43,264 | $12.4M |
| Bradley & Co. Private Wealth Management, LLC | 7.71% | — | 42,603 | $12.3M |
| Traphagen Investment Advisors LLC | 1.25% | Add +0.8% | 42,549 | $12.3M |
| Philip James Wealth Mangement, LLC | 1.64% | Add +0.7% | 41,991 | $12.2M |
| Brookstone Capital Management | 0.18% | Add +0.1% | 41,938 | $12.2M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.70% | Add +3.0% | 41,724 | $12.1M |
| Perennial Investment Advisors, LLC | 1.42% | Reduce -1.8% | 41,482 | $12.0M |
| Next Level Wealth Planning, LLC | 9.44% | — | 41,422 | $12.0M |
| Strategic Financial Concepts, LLC | 2.29% | Add +6.1% | 41,172 | $11.9M |
| HT Partners LLC | 4.06% | Reduce -0.8% | 41,160 | $11.9M |
| Culbertson A N & Co. Inc. | 1.89% | Add +0.3% | 41,014 | $11.9M |
| Prairie Sky Financial Group LLC | 7.27% | Reduce -8.8% | 40,910 | $11.9M |
| B. Riley Wealth Advisors, Inc. | 0.39% | Reduce -3.7% | 40,813 | $11.8M |
| Atlas Legacy Advisors, LLC | 2.86% | — | 40,748 | $11.8M |
| Mill Creek Capital Advisors, LLC | 0.28% | Add +14.3% | 40,642 | $11.8M |
| IMC-Chicago, LLC | 0.32% | New | 40,261 | $11.7M |
| Abound Wealth Management | 3.74% | Add +2.9% | 40,222 | $11.7M |
| Great Point Wealth Advisors, LLC | 2.53% | Reduce -1.4% | 39,947 | $11.6M |
| International Assets Investment Management, LLC | 0.97% | New | 39,997 | $11.6M |
| Evermay Wealth Management LLC | 1.75% | Reduce -2.9% | 39,906 | $11.6M |
| Avior Wealth Management, LLC | 0.42% | Add +84.0% | 39,791 | $11.5M |
| Citizens Financial Group Inc. | 0.22% | Reduce -4.0% | 39,634 | $11.5M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 4.22% | Add +3.1% | 38,094 | $11.4M |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 1.19% | Add +1.3% | 39,121 | $11.3M |
| Sandy Cove Advisors, LLC | 4.44% | Add +0.1% | 38,981 | $11.3M |
| Summit Financial Wealth Advisors, LLC | 2.20% | Add +12.7% | 38,013 | $11.3M |
| Trinity Financial Advisors LLC | 4.28% | Reduce -21.0% | 38,946 | $11.3M |
| VPR Management LLC | 5.86% | Reduce -64.7% | 38,800 | $11.2M |
| Avant Financial Advisors LLC | 10.30% | — | 38,701 | $11.2M |
| Levin Capital Strategies, L.P. | 1.07% | Add +14.1% | 38,587 | $11.2M |
| IRON Financial LLC | 6.27% | Reduce -4.1% | 38,487 | $11.2M |
| Magnolia Capital Advisors LLC | 2.88% | Add +312.2% | 38,360 | $11.1M |
| Signature Estate & Investment Advisors LLC | 0.28% | Add +3.9% | 38,316 | $11.1M |
| Basso Capital Management, L.P. | 9.52% | Add +0.2% | 37,983 | $11.0M |
| WoodTrust Financial Corp | 1.55% | Add +176.0% | 37,932 | $11.0M |
| Stonekeep Investments, LLC | 8.17% | Add +14.7% | 37,849 | $11.0M |
| AE Wealth Management LLC | 0.09% | Reduce -16.3% | 37,779 | $10.9M |
| Wind River Trust Co | 4.30% | Reduce -11.2% | 37,755 | $10.9M |
| Ti-Trust, Inc. | 7.31% | Add +0.0% | 37,676 | $10.9M |
| Tortoise Investment Management, LLC | 1.15% | Reduce -0.2% | 37,468 | $10.9M |
| Cambridge Advisors Inc. | 2.42% | Reduce -0.8% | 37,363 | $10.8M |
| PGIM Custom Harvest LLC | 0.21% | Add +1.6% | 37,245 | $10.8M |
| Bleakley Financial Group, LLC | 0.32% | Add +11.5% | 37,195 | $10.8M |
| Nwam LLC | 0.66% | Reduce -0.3% | 37,075 | $10.7M |
| Monograph Wealth Advisors, LLC | 1.42% | Add +0.2% | 37,062 | $10.7M |
| Lantz Financial LLC | 2.85% | Add +0.5% | 36,918 | $10.7M |
| Philadelphia Trust Co. | 0.78% | Reduce -0.2% | 36,865 | $10.7M |
| Azimuth Capital Investment Management LLC | 0.41% | Add +1.8% | 36,821 | $10.7M |
| Auto-Owners Insurance Co | 0.24% | Add +74.3% | 36,600 | $10.6M |
| Modus Advisors, LLC | 3.32% | Reduce -1.7% | 36,525 | $10.6M |
| FFT Wealth Management LLC | 0.80% | Add +3.0% | 36,495 | $10.6M |
| Cahill Wealth Management, LLC | 5.39% | Add +0.2% | 36,488 | $10.6M |
| Schroder Investment Management Group | 0.01% | Reduce -14.4% | 36,303 | $10.6M |
| Savvy Advisors, Inc. | 1.26% | Reduce -12.1% | 36,095 | $10.5M |
| PFG Investments, LLC | 0.65% | Add +29.4% | 36,042 | $10.4M |
| Partners in Financial Planning | 2.13% | Add +1.0% | 35,977 | $10.4M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.29% | Add +14.3% | 35,822 | $10.4M |
| Evergreen Wealth Management, LLC | 6.12% | Add +20.1% | 35,759 | $10.4M |
| Steph & Co. | 3.50% | Reduce -7.4% | 35,742 | $10.4M |
| Capital Group Private Client Services, Inc. | 0.10% | Add +7.7% | 35,680 | $10.3M |
| LM Advisors LLC | 1.86% | Reduce -0.5% | 35,680 | $10.3M |
| Van Cleef Asset Management,Inc | 1.13% | Reduce -0.2% | 35,570 | $10.3M |
| Highland Capital Management, LLC | 0.59% | Add +1.3% | 35,530 | $10.3M |
| Atlas Capital Advisors Inc. | 1.31% | Reduce -1.6% | 35,464 | $10.3M |
| Arkadios Wealth Advisors | 0.56% | Reduce -0.0% | 35,391 | $10.3M |
| TAP Consulting, LLC | 2.10% | Add +6.7% | 35,356 | $10.2M |
| Franklin Resources Inc. | 0.00% | Reduce -1.3% | 35,354 | $10.2M |
| Cyndeo Wealth Partners, LLC | 0.69% | Add +10.1% | 34,970 | $10.1M |
| Koshinski Asset Management, Inc. | 0.87% | Add +0.5% | 34,911 | $10.1M |
| Efficient Frontier Advisors LLC | 6.68% | Add +0.5% | 34,845 | $10.1M |
| Versant Capital Management, Inc | 2.17% | Reduce -2.3% | 34,758 | $10.1M |
| Moulton Wealth Management, Inc. | 7.73% | Add +78.2% | 34,748 | $10.1M |
| Sherman Asset Management, Inc. | 9.21% | — | 34,730 | $10.1M |
| Vernal Point Advisors, LLC | 6.88% | Add +3.2% | 34,566 | $10.0M |
| Sonata Capital Group Inc. | 4.15% | Add +4.5% | 34,555 | $10.0M |
| Rinkey Investments | 3.20% | Reduce -1.8% | 34,517 | $10.0M |
| Atlas Brown,Inc. | 3.42% | Reduce -1.4% | 34,505 | $10.0M |
| Meridian Wealth Management, LLC | 0.47% | Add +11.6% | 34,478 | $10.0M |
| Intelligent Financial Strategies | 5.53% | Reduce -2.1% | 34,448 | $10.0M |
| Cypress Point Wealth Management, LLC | 3.09% | Add +9.9% | 34,259 | $9.9M |
| Forte Capital LLC | 1.11% | Add +44.8% | 34,137 | $9.9M |
| SignalPoint Asset Management, LLC | 2.41% | Add +9.6% | 34,089 | $9.9M |
| Professional Financial Advisors, LLC | 2.53% | Reduce -1.8% | 34,041 | $9.9M |
| NRI Wealth Management LC | 6.79% | — | 33,965 | $9.8M |
| Onyx Bridge Wealth Group LLC | 1.41% | Add +0.0% | 33,834 | $9.8M |
| Sentinel Trust Co. Lba | 1.13% | Add +172.9% | 33,820 | $9.8M |
| Patriot Financial Group Insurance Agency, LLC | 1.31% | Add +4.7% | 33,760 | $9.8M |
| Hall Laurie J Trustee | 3.21% | Reduce -0.3% | 33,761 | $9.8M |
| Private Trust Co. NA | 1.00% | Reduce -8.1% | 33,569 | $9.7M |
| Wealth Alliance Advisory Group, LLC | 2.05% | Add +1.0% | 33,460 | $9.7M |
| JPL Wealth Management, LLC | 2.77% | — | 33,431 | $9.7M |
| Kingswood Wealth Advisors, LLC | 0.73% | Add +77.2% | 33,328 | $9.7M |
| TD Waterhouse Canada Inc. | 0.08% | Add +2.6% | 33,195 | $9.6M |
| Relyea Zuckerberg Hanson LLC | 1.29% | Add +2.8% | 33,145 | $9.6M |
| Trust Point Inc. | 0.67% | Add +0.5% | 33,124 | $9.6M |
| 1900 Wealth Management LLC | 0.80% | Add +12.4% | 33,086 | $9.6M |
| Essex Financial Services, Inc. | 0.68% | Reduce -0.1% | 33,071 | $9.6M |
| Glassman Wealth Services | 1.61% | No change | 33,046 | $9.6M |
| Silver Oak Advisory Group, Inc. | 5.06% | Reduce -1.9% | 33,025 | $9.6M |
| Beacon Financial Group | 1.03% | Reduce -0.8% | 32,965 | $9.6M |
| Capital Square, LLC | 5.41% | Reduce -1.0% | 31,609 | $9.5M |
| Sequent Planning LLC | 3.50% | Reduce -5.2% | 32,862 | $9.5M |
| American Money Management, LLC | 1.85% | Add +0.1% | 32,676 | $9.5M |
| Dogwood Wealth Management LLC | 5.00% | Add +13.6% | 32,644 | $9.5M |
| Shufro Rose & Co. LLC | 0.74% | Add +108.5% | 32,606 | $9.4M |
| IFC Advisors LLC | 2.05% | — | 32,419 | $9.4M |
| Quadrant Capital Group LLC | 0.64% | Reduce -3.1% | 32,285 | $9.4M |
| Frazier Financial Advisors, LLC | 7.42% | Add +0.7% | 32,167 | $9.4M |
| Hohimer Wealth Management, LLC | 1.76% | Add +211.7% | 31,962 | $9.3M |
| Valeo Financial Advisors, LLC | 0.26% | Reduce -2.8% | 31,765 | $9.2M |
| Level Four Advisory Services, LLC | 0.38% | Add +1.3% | 31,753 | $9.2M |
| Signet Financial Management, LLC | 1.17% | Add +0.2% | 31,709 | $9.2M |
| Great Lakes Retirement, Inc. | 1.18% | Reduce -0.9% | 31,620 | $9.2M |
| WCG Wealth Advisors LLC | 0.60% | Add +27.1% | 31,509 | $9.1M |
| Emprise Bank | 5.15% | Reduce -3.4% | 31,479 | $9.1M |
| Wedbush Securities Inc. | 0.33% | Reduce -3.5% | 31,463 | $9.1M |
| Kovack Advisors, Inc. | 0.89% | Add +10.5% | 31,437 | $9.1M |
| Bouchey Financial Group, Ltd. | 0.79% | Reduce -2.4% | 31,331 | $9.1M |
| Greenwood Gearhart LLC | 0.63% | Add +1548.2% | 31,299 | $9.1M |
| Financial Alternatives, Inc | 6.39% | Add +5.3% | 31,246 | $9.1M |
| Carolinas Wealth Consulting LLC | 1.78% | Add +1.9% | 31,212 | $9.0M |
| Sapient Capital LLC | 0.17% | Reduce -1.8% | 31,072 | $9.0M |
| Patton Albertson Miller Group, LLC | 1.20% | Reduce -0.4% | 31,023 | $9.0M |
| Rappaport Reiches Capital Management, LLC | 2.31% | Reduce -3.4% | 30,903 | $9.0M |
| Carnegie Investment Counsel | 0.26% | Reduce -2.0% | 30,887 | $9.0M |
| Forbes Financial Planning, Inc. | 4.33% | Reduce -0.8% | 30,866 | $8.9M |
| Sovereign Investment Advisors, LLC | 2.66% | Add +0.5% | 30,826 | $8.9M |
| Bluespring Wealth Management, LLC | 0.92% | Reduce -6.6% | 30,811 | $8.9M |
| One Day In July LLC | 0.94% | Reduce -0.8% | 30,790 | $8.9M |
| Regal Investment Advisors LLC | 0.67% | Add +2.8% | 30,780 | $8.9M |
| TPG Advisors LLC | 6.90% | Add +1.4% | 30,460 | $8.8M |
| Ironwood Financial, llc | 1.85% | Add +4.8% | 30,365 | $8.8M |
| Tudor Investment Corporation | 0.09% | Reduce -63.6% | 30,297 | $8.8M |
| DAVENPORT & Co LLC | 0.05% | Add +2.0% | 30,177 | $8.7M |
| Newton One Investments LLC | 3.37% | Reduce -0.6% | 30,174 | $8.7M |
| CWS Financial Advisors, LLC | 2.83% | Add +89.2% | 30,143 | $8.7M |
| Sharper & Granite LLC | 3.84% | Add +1.3% | 30,133 | $8.7M |
| Blue Bell Private Wealth Management, LLC | 1.66% | Reduce -1.2% | 30,046 | $8.7M |
| Next Capital Management LLC | 3.57% | Add +2.4% | 29,967 | $8.7M |
| Chesley Taft & Associates LLC | 0.40% | Reduce -3.4% | 29,877 | $8.7M |
| Harfst & Associates, Inc. | 1.79% | Reduce -0.3% | 29,703 | $8.6M |
| Weaver Consulting Group | 2.64% | Reduce -0.1% | 29,656 | $8.6M |
| Roberts Glore & Co. Inc. | 2.55% | Add +1.3% | 29,636 | $8.6M |
| Ramiah Investment Group | 7.80% | Add +8.8% | 29,538 | $8.6M |
| Ferguson Wellman Capital Management, Inc. | 0.16% | Add +6.0% | 29,533 | $8.6M |
| Waldron Private Wealth LLC | 0.34% | Add +0.4% | 29,482 | $8.5M |
| Focus Financial Network, Inc. | 0.34% | Add +0.0% | 29,221 | $8.5M |
| Ancora Advisors LLC | 0.19% | Reduce -1.7% | 29,168 | $8.5M |
| Bradley Foster & Sargent Inc. | 0.14% | Reduce -7.0% | 29,085 | $8.4M |
| Wealth Effects LLC | 2.99% | Reduce -0.1% | 29,071 | $8.4M |
| Hudson Value Partners, LLC | 3.13% | Add +68.9% | 29,025 | $8.4M |
| Gotham Asset Management | 0.08% | Add +809.4% | 28,982 | $8.4M |
| Sage Rhino Capital LLC | 1.83% | Reduce -1.4% | 28,927 | $8.4M |
| Petix & Botte Co | 2.20% | Reduce -10.1% | 28,841 | $8.4M |
| Good Life Advisors, LLC | 0.61% | Add +11.2% | 28,746 | $8.3M |
| Trek Financial, LLC | 0.62% | Reduce -0.1% | 28,711 | $8.3M |
| Arq Wealth Advisors, LLC | 3.16% | Reduce -0.5% | 28,661 | $8.3M |
| Fiduciary Financial Group, LLC | 1.82% | Add +9.8% | 28,868 | $8.3M |
| Lansing Street Advisors | 2.88% | Reduce -0.8% | 28,533 | $8.3M |
| FC Advisory LLC | 2.77% | Reduce -6.0% | 28,522 | $8.3M |
| Pachira Investments Inc. | 5.05% | Add +7.2% | 28,399 | $8.3M |
| GC Wealth Management RIA, LLC | 1.45% | Reduce -3.0% | 28,427 | $8.2M |
| Graves Light Lenhart Wealth, Inc. | 1.02% | Reduce -1.7% | 28,282 | $8.2M |
| Debussy Capital Management LP | 1.26% | Add +2.8% | 27,571 | $8.2M |
| Vannoy Advisory Group, Inc. | 6.06% | No change | 28,139 | $8.2M |
| Diversify Advisory Services, LLC | 0.45% | Add +3.3% | 28,382 | $8.2M |
| Phillips Financial Management, LLC | 0.64% | Reduce -0.3% | 28,069 | $8.1M |
| Fiducient Advisors LLC | 1.00% | Reduce -80.7% | 28,057 | $8.1M |
| Providence First Trust Co | 3.06% | Reduce -34.3% | 28,023 | $8.1M |
| UNIVEST FINANCIAL Corp | 0.51% | Reduce -3.0% | 27,947 | $8.1M |
| Procyon Advisors, LLC | 0.51% | Add +8.3% | 27,780 | $8.1M |
| Safe Harbor Fiduciary, LLC | 8.20% | Reduce -21.5% | 27,752 | $8.0M |
| HTLF Bank | 0.91% | Add +6.4% | 27,734 | $8.0M |
| Belpointe Asset Management LLC | 0.48% | Add +0.9% | 28,783 | $8.0M |
| Asset Dedication, LLC | 0.63% | Add +0.4% | 27,689 | $8.0M |
| Consilium Wealth Advisory, LLC | 3.82% | New | 27,668 | $8.0M |
| Legacy Wealth Management, LLC | 0.51% | Add +2.4% | 27,650 | $8.0M |
| Accredited Investors Inc. | 0.47% | Add +2.9% | 27,591 | $8.0M |
| Sax Wealth Advisors, LLC | 0.62% | Add +24.3% | 27,403 | $7.9M |
| Transcend Capital Advisors, LLC | 0.57% | Add +2.3% | 27,375 | $7.9M |
| Gridiron Partners, LLC | 5.02% | No change | 27,335 | $7.9M |
| Life Planning Partners, Inc | 7.23% | Reduce -3.2% | 26,980 | $7.8M |
| Retirement Planning Group, LLC | 0.39% | Reduce -5.8% | 26,933 | $7.8M |
| Compass Financial Group, Inc. | 3.73% | Reduce -7.8% | 26,924 | $7.8M |
| CVA Family Office, LLC | 1.23% | Add +2.0% | 26,853 | $7.8M |
| Greenbush Financial Group, LLC | 4.07% | — | 26,669 | $7.7M |
| Advisory Alpha, LLC | 0.28% | Add +3.5% | 26,653 | $7.7M |
| Saxon Interests, Inc. | 3.39% | Add +2.0% | 26,559 | $7.7M |
| Guyasuta Investment Advisors Inc. | 0.48% | Add +0.9% | 26,495 | $7.7M |
| Trust Co | 0.88% | Add +0.1% | 26,440 | $7.7M |
| CFO4Life Group, LLC | 1.34% | Reduce -0.5% | 26,350 | $7.6M |
| Smallwood Wealth Investment Management, LLC | 5.26% | Reduce -3.6% | 26,334 | $7.6M |
| Wealth Management Associates, Inc. | 3.26% | Reduce -0.8% | 26,314 | $7.6M |
| Scratch Capital LLC | 9.30% | — | 26,275 | $7.6M |
| Sunpointe, LLC | 3.82% | Add +37.2% | 26,224 | $7.6M |
| Mathes Company, Inc. | 2.79% | No change | 26,140 | $7.6M |
| Comprehensive Financial Management LLC | 0.21% | Add +0.0% | 26,064 | $7.6M |
| NWF Advisory Services Inc. | 1.11% | Add +29.2% | 26,054 | $7.6M |
| S.A. Mason LLC | 3.96% | Reduce -2.3% | 26,028 | $7.5M |
| Eastern Bank | 0.14% | Reduce -0.6% | 26,027 | $7.5M |
| Kingsview Wealth Management, LLC | 0.15% | Reduce -34.5% | 25,966 | $7.5M |
| Glen Eagle Advisors, LLC | 1.24% | Add +1.5% | 25,859 | $7.5M |
| Greenhouse Wealth Management, LLC | 4.93% | Add +1.4% | 25,732 | $7.5M |
| Pitcairn Co. | 0.44% | No change | 25,717 | $7.5M |
| Pure Portfolios Holdings LLC | 2.77% | Add +1.8% | 25,710 | $7.5M |
| Arrowroot Family Office, LLC | 3.84% | Add +2.6% | 25,507 | $7.4M |
| Endowment Wealth Management, Inc. | 4.97% | Add +8.7% | 25,503 | $7.4M |
| Highland Financial Advisors, LLC | 2.56% | Reduce -1.6% | 25,462 | $7.4M |
| Gladstone Institutional Advisory LLC | 0.34% | Add +135.0% | 25,370 | $7.4M |
| ACT Advisors, LLC. | 3.93% | Reduce -5.9% | 25,171 | $7.3M |
| Marcum Wealth, LLC | 0.63% | Add +578.3% | 25,132 | $7.3M |
| C M Bidwell & Associates Ltd. | 4.42% | Reduce -0.1% | 25,068 | $7.3M |
| Sand Hill Global Advisors, LLC | 0.31% | Reduce -1.3% | 24,920 | $7.2M |
| Prudential Financial Inc. | 0.01% | Reduce -47.0% | 24,900 | $7.2M |
| Accel Wealth Management | 2.73% | Add +2.1% | 24,867 | $7.2M |
| Heritage Investors Management Corp. | 0.23% | Reduce -2.4% | 24,839 | $7.2M |
| Romano Brothers and Company | 0.90% | Reduce -1.3% | 24,726 | $7.2M |
| Integral Investment Advisors, Inc. | 2.32% | Reduce -2.8% | 24,714 | $7.2M |
| Capital Investment Advisors, LLC | 0.15% | Add +36.9% | 24,701 | $7.2M |
| Fairhaven Wealth Management, LLC | 2.23% | No change | 24,643 | $7.1M |
| M3 Advisory Group, LLC | 5.10% | Add +5.5% | 24,592 | $7.1M |
| Global Trust Asset Management, LLC | 2.70% | Reduce -3.7% | 24,528 | $7.1M |
| MassMutual Private Wealth & Trust, FSB | 0.20% | Reduce -8.2% | 24,476 | $7.1M |
| Fisher Asset Management | 0.00% | Add +25.5% | 24,463 | $7.1M |
| Abundance Wealth Counselors | 1.54% | Add +1.1% | 24,365 | $7.1M |
| L & S Advisors Inc | 0.87% | Reduce -4.6% | 24,352 | $7.1M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.06% | Reduce -5.5% | 23,725 | $7.0M |
| Schechter Investment Advisors, LLC | 0.54% | Add +15.9% | 24,287 | $7.0M |
| Van Strum & Towne Inc. | 2.46% | Reduce -0.3% | 24,171 | $7.0M |
| Weitzel Financial Services, Inc. | 3.30% | Add +5.0% | 23,966 | $7.0M |
| Keyes, Stange & Wooten Wealth Management, LLC | 4.12% | Reduce -2.6% | 24,131 | $7.0M |
| Mackenzie Financial Corp. | 0.01% | New | 24,067 | $7.0M |
| Bawa N Mallick Trust | 3.05% | — | 24,000 | $7.0M |
| Cibc World Market Inc. | 0.02% | Add +7.5% | 23,891 | $6.9M |
| Pitti Group Wealth Management, LLC | 6.99% | Add +1.8% | 23,812 | $6.9M |
| Global Wealth Management, LLC | 4.40% | Add +1.1% | 23,769 | $6.9M |
| SigFig Wealth Management, LLC | 0.25% | Reduce -22.5% | 27,964 | $6.9M |
| Beaird Harris Wealth Management, LLC | 0.59% | Add +0.5% | 23,701 | $6.9M |
| Medallion Wealth Advisors, LLC | 3.40% | — | 24,566 | $6.9M |
| Spire Wealth Management | 0.21% | Add +7.2% | 23,429 | $6.8M |
| Blue Trust, Inc. | 0.09% | Add +65.0% | 23,360 | $6.8M |
| Pullen Investment Management, LLC | 4.40% | Add +7.0% | 23,342 | $6.8M |
| Gerber Kawasaki Wealth & Investment Management | 0.29% | Add +1.4% | 23,208 | $6.7M |
| Orcam Financial Group | 6.49% | Add +6.9% | 23,170 | $6.7M |
| Swmg, LLC | 2.66% | Reduce -0.5% | 22,178 | $6.7M |
| Boston Family Office LLC | 0.46% | Reduce -1.2% | 22,954 | $6.7M |
| Seamount Financial Group Inc. | 4.59% | Reduce -4.6% | 22,924 | $6.6M |
| Capital Analysts, LLC | 0.27% | Reduce -5.3% | 22,912 | $6.6M |
| Spinnaker Investment Group, LLC | 1.60% | Reduce -1.9% | 22,893 | $6.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.54% | Add +4.0% | 22,777 | $6.6M |
| Tenon Financial LLC | 4.27% | Add +0.1% | 22,779 | $6.6M |
| Capital Investment Counsel, LLC | 1.10% | Add +7.9% | 22,691 | $6.6M |
| Advus Financial Partners, LLC | 1.84% | Reduce -3.5% | 22,608 | $6.6M |
| BSW Wealth Partners | 0.96% | Add +55.4% | 22,557 | $6.5M |
| Norris Financial Group, LLC | 3.05% | Add +5.6% | 22,410 | $6.5M |
| Snowden Capital Advisors LLC | 0.20% | Reduce -2.7% | 22,409 | $6.5M |
| First Heartland Consultants, Inc. | 0.66% | Add +7.4% | 22,349 | $6.5M |
| Strategic Point Investment Advisors, LLC | 1.05% | Reduce -4.8% | 22,290 | $6.5M |
| RVW Wealth, LLC | 0.60% | Reduce -2.5% | 22,240 | $6.4M |
| CX Institutional | 0.26% | Reduce -0.7% | 22,197 | $6.4M |
| Family Wealth Partners, LLC | 3.05% | Reduce -2.7% | 22,171 | $6.4M |
| Acima Private Wealth, LLC | 2.16% | Add +2.9% | 22,151 | $6.4M |
| Tyler-Stone Wealth Management | 1.14% | Reduce -3.6% | 22,148 | $6.4M |
| Painted Porch Advisors LLC | 3.17% | Add +0.1% | 22,146 | $6.4M |
| Treynor Bancshares, Inc. | 6.76% | Add +24.0% | 22,100 | $6.4M |
| RHS Financial, LLC | 3.29% | Add +0.3% | 21,932 | $6.4M |
| Oarsman Capital, Inc. | 1.11% | Reduce -18.0% | 21,886 | $6.3M |
| BayBridge Capital Group, LLC | 4.60% | Add +17.2% | 21,871 | $6.3M |
| Stevens Capital Partners | 2.87% | Reduce -0.8% | 21,837 | $6.3M |
| Susquehanna Advisors Group, Inc. | 0.44% | — | 21,775 | $6.3M |
| McIlrath & Eck, LLC | 0.80% | Add +1.8% | 21,759 | $6.3M |
| Osborne Partners Capital Management, LLC | 0.36% | Add +1.3% | 21,705 | $6.3M |
| Capital Investment Advisory Services, LLC | 0.60% | Reduce -18.0% | 21,680 | $6.3M |
| Greenspring Advisors, LLC | 1.37% | Reduce -0.8% | 21,658 | $6.3M |
| Cutler Investment Counsel LLC | 0.78% | Reduce -6.8% | 21,617 | $6.3M |
| Tenret Co LLC | 3.94% | Reduce -2.8% | 21,562 | $6.2M |
| Old Mission Capital LLC | 0.14% | New | 21,472 | $6.2M |
| Custos Family Office, LLC | 2.17% | Add +0.1% | 21,414 | $6.2M |
| Compound Planning, Inc. | 0.31% | Add +6.9% | 21,357 | $6.2M |
| Forum Financial Management, LP | 0.10% | Add +9.7% | 21,279 | $6.2M |
| Gilbert & Cook, Inc. | 0.87% | Reduce -46.6% | 21,223 | $6.2M |
| Florida Trust Wealth Management Co | 0.20% | Add +5.8% | 21,220 | $6.1M |
| R. W. Roge & Company, Inc. | 3.32% | Reduce -1.6% | 21,216 | $6.1M |
| Burling Wealth Partners, LLC | 1.25% | — | 21,148 | $6.1M |
| Susquehanna International Group, LLP | 0.01% | New | 21,136 | $6.1M |
| PDS Planning, Inc | 0.54% | Add +2.1% | 21,136 | $6.1M |
| Human Investing LLC | 1.08% | Add +0.0% | 21,080 | $6.1M |
| Fifth Third Wealth Advisors LLC | 0.33% | Add +14.8% | 21,079 | $6.1M |
| Wimmer Associates 1, LLC | 3.00% | Reduce -2.1% | 20,950 | $6.1M |
| Lebenthal Global Advisors, LLC | 1.10% | Add +36.8% | 20,804 | $6.0M |
| Equitable Trust Co. | 0.34% | New | 20,801 | $6.0M |
| Martin Capital Advisors, LLP | 3.88% | Reduce -0.2% | 20,796 | $6.0M |
| Parkside Advisors LLC | 1.42% | Add +14.7% | 20,792 | $6.0M |
| Washington Trust Bank | 0.58% | Reduce -4.8% | 20,744 | $6.0M |
| Sabal Trust CO | 0.35% | Reduce -1.4% | 20,638 | $6.0M |
| Mitchell Sinkler & Starr | 1.58% | Reduce -0.3% | 20,454 | $5.9M |
| Sulzberger Capital Advisors, Inc. | 6.75% | — | 20,397 | $5.9M |
| Earned Wealth Advisors, LLC | 1.89% | Add +18.3% | 20,383 | $5.9M |
| Prepared Retirement Institute LLC | 3.36% | Add +20.2% | 20,338 | $5.9M |
| Sowell Financial Services LLC | 0.31% | Reduce -91.9% | 20,187 | $5.9M |
| Trevian Wealth Management LLC | 4.31% | Add +13.6% | 20,141 | $5.8M |
| UMB Bank, n.a. | 0.09% | Reduce -64.7% | 20,123 | $5.8M |
| NorthCrest Asset Manangement, LLC | 0.17% | Reduce -0.2% | 20,118 | $5.8M |
| Nations Financial Group Inc, /Ia/ | 0.43% | Reduce -51.2% | 20,076 | $5.8M |
| Midland Wealth Advisors, LLC | 0.35% | Reduce -4.2% | 20,025 | $5.8M |
| Guardian Wealth Advisors, LLC / NC | 0.46% | Add +0.6% | 19,948 | $5.8M |
| Bogart Wealth, LLC | 0.27% | Add +0.4% | 19,932 | $5.8M |
| Squire Investment Management Company, LLC | 2.53% | Add +3.6% | 19,835 | $5.7M |
| Atala Financial Inc | 4.03% | — | 19,794 | $5.7M |
| TD Private Client Wealth LLC | 0.16% | Reduce -5.5% | 19,790 | $5.7M |
| Wealthstream Advisors, Inc. | 1.06% | Reduce -0.4% | 19,783 | $5.7M |
| Sagespring Wealth Partners, LLC | 0.15% | — | 57,628 | $5.7M |
| Empowered Funds, LLC | 0.08% | Add +66.5% | 19,640 | $5.7M |
| Black Diamond Financial, LLC | 0.85% | Add +6.1% | 19,557 | $5.7M |
| Astra Wealth Partners LLC | 5.33% | — | 19,506 | $5.7M |
| ARK & TLK Investments, LLC | 1.96% | Reduce -0.4% | 19,451 | $5.6M |
| United Services Automobile Association | 0.18% | Reduce -14.2% | 19,408 | $5.6M |
| Hurlow Wealth Management Group, Inc. | 1.76% | Reduce -4.6% | 19,397 | $5.6M |
| L.M. Kohn & Company | 1.45% | Reduce -4.7% | 19,363 | $5.6M |
| Blume Capital Management, Inc. | 1.25% | No change | 19,274 | $5.6M |
| DT Investment Partners, LLC | 0.47% | Add +6.5% | 19,233 | $5.6M |
| Plan Group Financial, LLC | 2.93% | Add +1.0% | 19,164 | $5.6M |
| L.K. Benson & Company, P.C. | 3.91% | — | 19,143 | $5.5M |
| Advocate Group LLC | 1.04% | Reduce -4.0% | 19,115 | $5.5M |
| Founders Financial Securities LLC | 0.50% | Reduce -1.4% | 19,114 | $5.5M |
| Stone Summit Wealth LLC | 1.86% | Add +3.4% | 19,094 | $5.5M |
| Mayflower Financial Advisors, LLC | 0.83% | Add +2.2% | 19,077 | $5.5M |
| Tarbox Family Office, Inc. | 0.91% | Reduce -0.3% | 19,033 | $5.5M |
| Sage Financial Group Inc. | 0.44% | Add +14.6% | 19,025 | $5.5M |
| West Paces Advisors Inc. | 1.34% | Add +0.1% | 19,002 | $5.5M |
| Level Financial Advisors | 2.02% | Add +0.5% | 18,959 | $5.5M |
| First Manhattan Co. Llc. | 0.02% | Add +7.5% | 18,953 | $5.5M |
| Naples Global Advisors, LLC | 0.51% | Add +3.1% | 18,943 | $5.5M |
| Buckingham Capital Management, Inc. | 0.63% | Reduce -2.0% | 18,897 | $5.5M |
| Wealth Architects, LLC | 0.62% | Add +1.0% | 18,890 | $5.5M |
| IMA Advisory Services, Inc. | 0.66% | New | 18,878 | $5.5M |
| Fi3 FINANCIAL ADVISORS, LLC | 2.05% | Reduce -9.3% | 18,876 | $5.5M |
| Rehmann Capital Advisory Group | 0.35% | Reduce -0.6% | 18,872 | $5.5M |
| Trust Co. of Vermont | 0.26% | Add +31.1% | 18,771 | $5.4M |
| BOK Financial Private Wealth, Inc. | 0.39% | Reduce -0.1% | 18,763 | $5.4M |
| John W. Brooker & Co., CPAs | 2.34% | Reduce -0.8% | 18,692 | $5.4M |
| West Financial Advisors, LLC | 1.04% | Reduce -4.3% | 18,653 | $5.4M |
| Kathleen S. Wright Associates Inc. | 2.25% | Add +16.5% | 18,632 | $5.4M |
| QRG Capital Management, Inc. | 0.06% | Add +0.3% | 18,602 | $5.4M |
| Summit Investment Advisory Services, LLC | 2.77% | Add +0.1% | 18,560 | $5.4M |
| Durante & Waters, LLC | 4.43% | Reduce -0.3% | 18,532 | $5.4M |
| Geometric Wealth Advisors | 0.97% | Add +145.3% | 18,469 | $5.4M |
| Gray Wealth Management Inc. | 2.02% | Add +3.0% | 18,397 | $5.3M |
| Rockwood Wealth Management, LLC | 0.57% | Add +4.7% | 18,259 | $5.3M |
| Evercore Wealth Management, LLC | 0.08% | Add +0.2% | 18,244 | $5.3M |
| Moloney Securities Asset Management, LLC | 0.71% | Add +3.6% | 18,235 | $5.3M |
| Moisand Fitzgerald Tamayo, LLC | 0.74% | Reduce -1.8% | 18,165 | $5.3M |
| Evergreen Capital Management LLC | 0.17% | Reduce -2.7% | 18,153 | $5.3M |
| Rockingstone Advisors LLC | 2.32% | Reduce -0.7% | 18,142 | $5.3M |
| Copperwynd Financial, LLC | 1.45% | Reduce -6.4% | 18,142 | $5.3M |
| Maridea Wealth Management LLC | 1.69% | — | 18,101 | $5.2M |
| Journey Strategic Wealth LLC | 0.20% | Reduce -17.1% | 18,062 | $5.2M |
| Syntegra Private Wealth Group, LLC | 0.59% | Reduce -0.3% | 18,012 | $5.2M |
| Optima Capital LLC | 3.60% | — | 18,005 | $5.2M |
| Partners Capital Investment Group, LLP | 0.14% | Reduce -7.9% | 17,986 | $5.2M |
| Arbor Wealth Advisors LLC | 4.64% | Add +1.2% | 17,971 | $5.2M |
| Flagstar Securities, Inc. | 1.29% | Add +10.3% | 17,865 | $5.2M |
| Richmond Investment Services, LLC | 2.90% | — | 17,843 | $5.2M |
| Crestwood Advisors Group, LLC | 0.10% | Add +28.2% | 17,791 | $5.2M |
| Manchester Capital Management LLC | 0.60% | Reduce -0.8% | 17,790 | $5.2M |
| Riverview Capital Advisers, LLC | 1.55% | Add +1.2% | 17,705 | $5.1M |
| Resonant Capital Advisors, LLC | 0.37% | Add +0.1% | 17,694 | $5.1M |
| Howland Capital Management LLC | 0.22% | No change | 17,685 | $5.1M |
| FAS Wealth Partners, Inc. | 0.43% | Reduce -2.8% | 17,630 | $5.1M |
| Flagship Private Wealth, LLC | 2.45% | Reduce -0.5% | 17,570 | $5.1M |
| Lokken Investment Group LLC | 2.20% | Reduce -19.5% | 17,547 | $5.1M |
| ABLE Financial Group, LLC | 1.50% | Add +1270.3% | 17,540 | $5.1M |
| Platt Investment Counsel, LLC | 4.84% | Reduce -3.2% | 17,492 | $5.1M |
| Lakeside Advisors, INC. | 3.35% | No change | 17,473 | $5.1M |
| Crews Bank & Trust | 0.85% | — | 17,396 | $5.0M |
| SilverOak Wealth Management LLC | 1.08% | Add +4.8% | 17,386 | $5.0M |
| Ausdal Financial Partners, Inc. | 0.43% | Add +12.2% | 17,358 | $5.0M |
| Wbi Investments, LLC | 1.25% | Add +5.3% | 17,296 | $5.0M |
| Wesbanco Bank Inc. | 0.17% | Reduce -2.8% | 17,242 | $5.0M |
| Colonial River Investments, LLC | 2.42% | Add +9.8% | 17,231 | $5.0M |
| CVFG LLC | 4.55% | — | 17,228 | $5.0M |
| Valley Financial Group, Inc. | 3.47% | Reduce -3.0% | 17,209 | $5.0M |
| Charis Legacy Partners, LLC | 10.16% | — | 17,173 | $5.0M |
| Victory Financial Group, LLC | 1.31% | — | 17,173 | $5.0M |
| Plante Moran Financial Advisors, LLC | 0.41% | Add +13.9% | 17,143 | $5.0M |
| Moody LYNN Lieberson & Walker, LLC | 0.30% | Reduce -0.8% | 17,110 | $5.0M |
| Successful Portfolios LLC | 3.31% | Add +12.9% | 17,062 | $4.9M |
| Avestar Capital, LLC | 0.45% | Reduce -0.8% | 17,002 | $4.9M |
| Prospect Financial Group LLC | 6.04% | — | 16,947 | $4.9M |
| Symphony Financial, Ltd. Co. | 0.77% | Reduce -54.3% | 16,686 | $4.9M |
| Strid Group, LLC | 0.77% | Reduce -4.4% | 16,936 | $4.9M |
| AssuredPartners Investment Advisors, LLC | 0.95% | — | 16,897 | $4.9M |
| Insigneo Advisory Services, LLC | 0.51% | Reduce -2.2% | 16,888 | $4.9M |
| Coyle Financial Counsel LLC | 1.55% | Reduce -0.7% | 16,884 | $4.9M |
| Hill Island Financial LLC | 1.43% | New | 16,849 | $4.9M |
| Kaydan Wealth Management, Inc. | 1.62% | Reduce -4.4% | 16,796 | $4.9M |
| Cannell & Spears LLC | 0.10% | Add +8.1% | 16,712 | $4.8M |
| Claro Advisors Inc. | 0.66% | Reduce -18.5% | 16,704 | $4.8M |
| LGL Partners, LLC | 0.70% | Reduce -0.0% | 16,635 | $4.8M |
| American Trust | 0.37% | Add +73.0% | 16,631 | $4.8M |
| D.B. Root & Company, LLC | 1.53% | Add +8.1% | 16,620 | $4.8M |
| Safeguard Financial, LLC | 1.04% | Add +2.2% | 16,562 | $4.8M |
| Krilogy Financial LLC | 0.32% | Add +7.1% | 16,552 | $4.8M |
| Studio Investment Management LLC | 1.02% | Add +1.6% | 16,480 | $4.8M |
| Strategic Financial Planning, Inc. | 3.24% | Reduce -0.7% | 16,399 | $4.8M |
| Kohmann Bosshard Financial Services, LLC | 0.57% | Reduce -0.6% | 16,338 | $4.7M |
| Sheaff Brock Investment Advisors, LLC | 0.41% | Add +2.2% | 16,296 | $4.7M |
| Harrell Investment Partners, LLC | 1.32% | Add +1.4% | 16,284 | $4.7M |
| Kathmere Capital Management, LLC | 0.42% | Add +2.5% | 16,280 | $4.7M |
| Lam Group, Inc. | 3.36% | Add +1.6% | 16,262 | $4.7M |
| Milestone Investment Advisors LLC | 1.28% | Add +7.7% | 16,254 | $4.7M |
| Sterling Capital Management LLC | 0.06% | Reduce -43.1% | 16,234 | $4.7M |
| Marex Group Ltd | 0.08% | Add +56.8% | 16,183 | $4.7M |
| Synovus Financial Corp. | 0.06% | Reduce -41.2% | 16,154 | $4.7M |
| Csenge Advisory Group | 0.25% | Reduce -14.7% | 16,176 | $4.7M |
| Montis Financial, LLC | 1.44% | No change | 16,120 | $4.7M |
| BluePointe Capital Management, LLC | 2.67% | No change | 16,115 | $4.7M |
| SeaCrest Wealth Management, LLC | 0.49% | Add +10.3% | 16,077 | $4.7M |
| Traveka Wealth, LLC | 2.56% | Add +4.7% | 16,050 | $4.7M |
| United Bank | 0.55% | No change | 16,000 | $4.6M |
| Quarry Hill Advisors, LLC | 3.11% | Reduce -0.1% | 15,967 | $4.6M |
| Trademark Financial Management, LLC | 3.67% | Add +1.1% | 15,941 | $4.6M |
| First National Advisers, LLC | 0.75% | Add +11.4% | 15,932 | $4.6M |
| WealthBridge Capital Management, LLC | 1.28% | Reduce -0.4% | 15,905 | $4.6M |
| Chicago Capital, LLC | 0.12% | Reduce -9.6% | 15,896 | $4.6M |
| Perennial Advisors, LLC | 1.00% | — | 15,875 | $4.6M |
| Von Berge Wealth Management Group, LLC | 2.78% | Add +8.8% | 15,311 | $4.6M |
| Intrua Financial, LLC | 0.75% | Reduce -9.3% | 15,857 | $4.6M |
| TFB Advisors LLC | 1.31% | Reduce -3.9% | 15,828 | $4.6M |
| Capital Advisors Wealth Management, LLC | 0.82% | Add +0.8% | 15,814 | $4.6M |
| Rf&l Wealth Management, LLC | 3.22% | Reduce -1.5% | 15,724 | $4.6M |
| HM Payson & Co. | 0.08% | Add +4.3% | 15,687 | $4.5M |
| Cromwell Holdings LLC | 2.62% | New | 15,680 | $4.5M |
| Gries Financial LLC | 0.81% | Add +0.1% | 15,679 | $4.5M |
| First National Bank of Omaha | 0.30% | Add +6.8% | 15,674 | $4.5M |
| Signal Advisors Wealth, LLC | 0.51% | Add +3.9% | 15,625 | $4.5M |
| Whittier Trust Co. | 0.06% | Reduce -1.8% | 15,614 | $4.5M |
| Bluestem Financial Advisors, LLC | 2.12% | Reduce -0.7% | 15,570 | $4.5M |
| Kwmg, LLC | 0.46% | Add +2.7% | 15,548 | $4.5M |
| Crewe Advisors LLC | 0.62% | Add +1.4% | 15,531 | $4.5M |
| Pps&v Asset Management Consultants, Inc. | 3.04% | Add +0.1% | 15,518 | $4.5M |
| Aerodigm Wealth, LLC | 2.68% | Add +0.0% | 15,472 | $4.5M |
| Bright Financial Advisors, Inc. | 2.82% | Add +25.5% | 15,472 | $4.5M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.31% | Reduce -19.0% | 15,461 | $4.5M |
| Private Wealth Partners, LLC | 0.34% | No change | 15,436 | $4.5M |
| Tandem Investment Partners LLC | 4.27% | — | 15,407 | $4.5M |
| Palisade Asset Management, LLC | 0.45% | Reduce -0.7% | 15,378 | $4.5M |
| McLean Asset Management Corp | 1.34% | No change | 15,364 | $4.5M |
| Arete Wealth Advisors, LLC | 0.32% | Reduce -5.1% | 15,286 | $4.4M |
| BancFirst Trust & Investment Management | 1.98% | Reduce -4.4% | 15,100 | $4.4M |
| DBK Financial Counsel, LLC | 4.41% | Reduce -0.6% | 15,108 | $4.4M |
| Keener Financial Planning LLC | 2.58% | Add +24.6% | 15,086 | $4.4M |
| Arista Wealth Management, LLC | 1.05% | Reduce -2.0% | 15,064 | $4.4M |
| Cooper Financial Group | 0.53% | Add +66.6% | 15,059 | $4.4M |
| Fingerlakes Wealth Management, Inc. | 3.52% | Reduce -1.1% | 15,057 | $4.4M |
| Meridian Wealth Partners, LLC | 0.66% | Reduce -0.1% | 15,032 | $4.4M |
| Boston Trust Walden Corp | 0.03% | Reduce -0.7% | 15,013 | $4.4M |
| American Financial Advisors, LLC | 0.61% | Reduce -5.1% | 15,010 | $4.4M |
| Compass Capital Corp. /Ma/ | 1.70% | — | 14,874 | $4.3M |
| Hilltop Holdings Inc. | 0.27% | Add +3.6% | 14,974 | $4.3M |
| Absolute Capital Management, LLC | 2.39% | Add +7.3% | 14,925 | $4.3M |
| Foresight Capital Management Advisors, Inc. | 2.53% | Add +1.5% | 14,894 | $4.3M |
| Iron Gate Global Advisors LLC | 0.61% | Add +2.3% | 14,890 | $4.3M |
| Shakespeare Wealth Management, LLC | 1.16% | No change | 14,881 | $4.3M |
| PKS Advisory Services, LLC | 1.08% | — | 14,869 | $4.3M |
| DKM Wealth Management, Inc. | 4.07% | — | 14,806 | $4.3M |
| Sylvest Advisors, LLC | 2.64% | — | 14,801 | $4.3M |
| CogentBlue Wealth Advisors, LLC | 3.77% | — | 14,782 | $4.3M |
| Tradewinds, LLC. | 1.19% | Add +9.2% | 14,280 | $4.3M |
| Long Run Wealth Advisors, LLC | 1.02% | Add +9.1% | 14,715 | $4.3M |
| Smart Money Group LLC | 1.47% | Reduce -2.2% | 14,655 | $4.2M |
| Values Added Financial LLC | 2.45% | Reduce -2.1% | 14,614 | $4.2M |
| Pinnacle Financial Group, LLC / IL | 1.66% | Add +1.6% | 14,601 | $4.2M |
| Mitchell McLeod Pugh & Williams Inc. | 0.89% | Add +1.9% | 14,571 | $4.2M |
| First Trust Advisors LP | 0.00% | New | 14,566 | $4.2M |
| Hills Bank & Trust Co | 0.32% | Add +61.4% | 14,565 | $4.2M |
| First Citizens Financial Corp | 2.29% | Reduce -24.1% | 14,555 | $4.2M |
| Bryn Mawr Trust Advisors, LLC | 0.23% | Reduce -2.9% | 14,550 | $4.2M |
| Gerber, LLC | 3.07% | Reduce -2.5% | 14,548 | $4.2M |
| Meritage Portfolio Management | 0.26% | Add +0.0% | 14,548 | $4.2M |
| Gateway Wealth Partners, LLC | 1.09% | Add +3.7% | 14,530 | $4.2M |
| BNC Wealth Management, LLC | 1.38% | Reduce -1.3% | 14,507 | $4.2M |
| Councilmark Asset Management, LLC | 2.82% | No change | 14,480 | $4.2M |
| James J. Burns & Company, LLC | 0.73% | Reduce -2.3% | 14,473 | $4.2M |
| Tritonpoint Wealth, LLC | 0.38% | Add +3.7% | 14,444 | $4.2M |
| Cynosure Group, LLC | 0.62% | Reduce -36.8% | 14,371 | $4.2M |
| NavPoint Financial, Inc. | 3.29% | Add +0.6% | 14,364 | $4.2M |
| Blue Edge Capital, LLC | 0.65% | Add +7.0% | 14,358 | $4.2M |
| Five Pine Wealth Management | 3.49% | — | 14,294 | $4.1M |
| Nvwm, LLC | 1.04% | Reduce -0.0% | 14,292 | $4.1M |
| LaSalle St. Investment Advisors, LLC | 1.28% | Reduce -0.5% | 14,249 | $4.1M |
| Single Point Partners, LLC | 0.95% | New | 14,243 | $4.1M |
| Legal Advantage Investments, Inc. | 2.18% | Add +0.1% | 14,242 | $4.1M |
| Smith Salley Wealth Management | 0.26% | Reduce -1.1% | 14,190 | $4.1M |
| Narus Financial Partners, LLC | 1.39% | Add +0.5% | 14,189 | $4.1M |
| Pine Ridge Advisers LLC | 0.37% | Add +11.0% | 14,184 | $4.1M |
| Indiana Trust & Investment Management Co | 1.39% | No change | 14,128 | $4.1M |
| Kendall Capital Management | 1.19% | Add +2.5% | 14,070 | $4.1M |
| Soltis Investment Advisors LLC | 0.38% | Reduce -5.8% | 14,041 | $4.1M |
| Bear Mountain Capital, Inc. | 1.58% | No change | 13,452 | $4.1M |
| O'ROURKE & COMPANY, Inc | 1.98% | Add +3.4% | 13,974 | $4.0M |
| Tandem Wealth Advisors LLC | 2.06% | Reduce -26.0% | 13,938 | $4.0M |
| Mosley Wealth Management | 2.50% | Add +3.7% | 13,530 | $4.0M |
| KPP Advisory Services LLC | 0.95% | Reduce -8.0% | 13,915 | $4.0M |
| Neuberger Berman Group LLC | 0.00% | Add +26.6% | 13,912 | $4.0M |
| MBL Wealth, LLC | 0.41% | Add +1494.8% | 13,891 | $4.0M |
| Ashton Thomas Private Wealth, LLC | 0.16% | Add +19.3% | 13,842 | $4.0M |
| Icon Wealth Advisors, LLC | 0.33% | Add +22.1% | 13,832 | $4.0M |
| Strategies Wealth Advisors, LLC | 0.50% | Reduce -0.2% | 13,360 | $4.0M |
| Sentry LLC | 0.78% | Reduce -0.5% | 13,779 | $4.0M |
| Yeomans Consulting Group, Inc. | 1.49% | Reduce -15.7% | 13,722 | $4.0M |
| Adero Partners, LLC | 0.26% | Add +0.9% | 13,697 | $4.0M |
| Hanson & Doremus Investment Management | 0.62% | Reduce -0.2% | 13,663 | $4.0M |
| Gallacher Capital Management LLC | 1.96% | Reduce -0.1% | 13,621 | $3.9M |
| Vicus Capital | 0.35% | Reduce -0.7% | 13,592 | $3.9M |
| JFG Wealth Management, LLC | 0.90% | Reduce -0.4% | 13,577 | $3.9M |
| Strategic Blueprint, LLC | 0.23% | Add +21.0% | 13,567 | $3.9M |
| Serenus Wealth Advisors, LLC | 0.68% | — | 13,536 | $3.9M |
| Quadcap Wealth Management, LLC | 0.58% | Add +6.8% | 13,531 | $3.9M |
| Marquette Associates, Inc. | 3.25% | Add +31.2% | 13,514 | $3.9M |
| Pegasus Asset Management, Inc. | 1.47% | Reduce -1.1% | 13,473 | $3.9M |
| Keel Point, LLC | 0.31% | Add +4.3% | 13,469 | $3.9M |
| Fiduciary Group, LLC | 0.39% | Reduce -0.8% | 13,440 | $3.9M |
| Embree Financial Group | 0.66% | Add +0.3% | 13,424 | $3.9M |
| True North Advisors, LLC | 0.92% | Add +341.6% | 13,397 | $3.9M |
| Napatree Capital LLC | 2.27% | Add +106.1% | 13,353 | $3.9M |
| Biltmore Family Office, LLC | 0.65% | No change | 13,348 | $3.9M |
| Caldwell Trust Co | 0.40% | Add +7.1% | 13,342 | $3.9M |
| Legacy Wealth Management, LLC / MS | 1.53% | Reduce -29.1% | 13,298 | $3.9M |
| TruNorth Capital Management, LLC | 1.05% | Add +0.0% | 13,275 | $3.8M |
| Fulton Bank, N.A. | 0.15% | Add +1.9% | 13,265 | $3.8M |
| 626 Financial, LLC | 2.07% | Reduce -0.5% | 13,244 | $3.8M |
| Decker Retirement Planning Inc. | 2.22% | — | 13,221 | $3.8M |
| Berger Financial Group, Inc | 0.26% | Add +251.1% | 13,216 | $3.8M |
| Exchange Bank | 3.08% | Add +0.0% | 13,206 | $3.8M |
| Fort Henry Capital, LLC | 2.74% | Reduce -0.6% | 13,202 | $3.8M |
| Headlands Technologies LLC | 0.38% | Reduce -37.7% | 13,189 | $3.8M |
| Stonegate Investment Group, LLC | 0.10% | No change | 13,173 | $3.8M |
| Legacy Financial Advisors, Inc. | 0.63% | Reduce -5.8% | 13,169 | $3.8M |
| Old National Bancorp | 0.09% | Reduce -2.4% | 13,158 | $3.8M |
| Charter Oak Capital Management, LLC | 0.35% | Reduce -2.1% | 13,148 | $3.8M |
| Ledyard National Bank | 0.36% | Reduce -3.8% | 13,130 | $3.8M |
| Letson Investment Management, Inc. | 1.54% | No change | 13,125 | $3.8M |
| Cambria Investment Management, L.P. | 0.23% | New | 13,119 | $3.8M |
| Faithward Advisors, LLC | 0.65% | Add +15.2% | 13,092 | $3.8M |
| Consolidated Portfolio Review Corp | 0.60% | Add +253.3% | 13,083 | $3.8M |
| Lantern Wealth Advisors, LLC | 2.46% | Add +0.0% | 13,069 | $3.8M |
| Waterloo Capital, L.P. | 0.40% | Reduce -2.6% | 13,064 | $3.8M |
| Washington Trust Advisors, Inc. | 0.32% | Reduce -1.9% | 13,054 | $3.8M |
| Columbus Macro, LLC | 0.52% | Reduce -4.9% | 13,043 | $3.8M |
| City Holding Co. | 0.54% | Add +0.1% | 13,043 | $3.8M |
| Rothschild Investment LLC | 0.25% | Reduce -4.1% | 13,021 | $3.8M |
| SeaBridge Investment Advisors LLC | 0.79% | New | 13,014 | $3.8M |
| Avant Capital LLC | 3.13% | — | 13,009 | $3.8M |
| Twin Lakes Capital Management, LLC | 2.42% | Add +0.6% | 13,001 | $3.8M |
| Silvercrest Asset Management Group LLC | 0.03% | Reduce -7.9% | 12,940 | $3.8M |
| Lumbard & Kellner, LLC | 1.61% | Reduce -18.9% | 12,940 | $3.8M |
| Kennicott Capital Management LLC | 1.93% | Reduce -31.8% | 12,923 | $3.7M |
| Mattern Wealth Management LLC | 0.82% | Reduce -0.2% | 12,905 | $3.7M |
| Merriman Wealth Management, LLC | 0.16% | Add +2.8% | 12,885 | $3.7M |
| Hoese & Co LLP | 3.24% | Reduce -2.3% | 12,873 | $3.7M |
| Stonebridge Financial Group, LLC | 0.41% | — | 12,852 | $3.7M |
| Balboa Wealth Partners | 0.85% | Add +829.7% | 12,830 | $3.7M |
| Nikulski Financial, Inc. | 1.09% | Reduce -1.5% | 12,811 | $3.7M |
| Trail Ridge Investment Advisors, LLC | 1.76% | Add +4.1% | 12,805 | $3.7M |
| Cherry Tree Wealth Management, LLC | 0.92% | Reduce -6.2% | 12,803 | $3.7M |
| Capital Insight Partners, LLC | 0.64% | Reduce -3.5% | 12,782 | $3.7M |
| Coordinated Financial Services, Inc. | 2.93% | — | 12,779 | $3.7M |
| Priebe Wealth Holdings LLC | 2.50% | Reduce -20.6% | 12,741 | $3.7M |
| Old North State Trust, LLC | 2.35% | Add +137.9% | 12,736 | $3.7M |
| McAdam, LLC | 0.20% | Reduce -68.2% | 12,733 | $3.7M |
| CMG Global Holdings, LLC | 2.04% | Add +2.0% | 12,276 | $3.7M |
| Crux Wealth Advisors | 2.05% | — | 12,729 | $3.7M |
| Aegis Wealth Management LLC | 2.49% | — | 12,705 | $3.7M |
| Prodigy Asset Management LLC | 3.14% | — | 12,699 | $3.7M |
| Quantum Financial Advisors, LLC | 0.56% | Add +21.6% | 12,688 | $3.7M |
| Lakewood Asset Management LLC | 2.53% | Reduce -1.3% | 12,657 | $3.7M |
| CIBC Asset Management Inc | 0.01% | Add +9.7% | 12,944 | $3.6M |
| Certuity, LLC | 0.40% | Add +9.0% | 12,582 | $3.6M |
| Guidance Capital, Inc. | 1.11% | Add +10.1% | 12,083 | $3.6M |
| Index Fund Advisors, Inc. | 0.19% | Add +0.2% | 12,443 | $3.6M |
| Larson Financial Group LLC | 0.19% | Reduce -15.4% | 12,399 | $3.6M |
| First National Bank of Mount Dora, Trust Investment Services | 0.84% | No change | 12,391 | $3.6M |
| Boston Research & Management Inc. | 0.88% | No change | 12,380 | $3.6M |
| Bridgewealth Advisory Group, LLC | 1.01% | Add +7.5% | 11,875 | $3.6M |
| Compass Planning Associates Inc | 3.63% | — | 12,348 | $3.6M |
| Advisors Capital Management, LLC | 0.06% | Add +23.2% | 12,340 | $3.6M |
| Sandy Spring Bank | 0.14% | Add +0.1% | 12,282 | $3.6M |
| American Institute for Advanced Investment Management, LLP | 2.65% | Reduce -4.3% | 12,265 | $3.6M |
| Private Portfolio Partners LLC | 0.65% | Add +1.4% | 12,237 | $3.5M |
| Madrona Financial Services, LLC | 0.96% | Add +7.3% | 12,224 | $3.5M |
| Carl P. Sherr & Co., LLC | 1.86% | Add +3.9% | 12,194 | $3.5M |
| Stock Yards Bank & Trust Co. | 0.12% | Reduce -83.2% | 12,178 | $3.5M |
| Mad River Investors | 1.63% | No change | 12,122 | $3.5M |
| Ethic Inc. | 0.07% | New | 12,114 | $3.5M |
| First Citizens Bank & Trust Co. | 0.06% | Add +9.8% | 12,110 | $3.5M |
| Synergy Investment Management, LLC | 1.51% | — | 12,086 | $3.5M |
| Vise Technologies, Inc. | 0.29% | New | 12,082 | $3.5M |
| Dunhill Financial, LLC | 1.63% | Add +2.7% | 12,064 | $3.5M |
| Mission Creek Capital Partners, Inc. | 0.76% | Add +15.4% | 12,064 | $3.5M |
| Kestra Investment Management, LLC | 0.14% | Add +7.7% | 12,063 | $3.5M |
| Brown Miller Wealth Management, LLC | 1.34% | Add +0.4% | 12,049 | $3.5M |
| Barton Investment Management | 0.37% | Reduce -1.1% | 12,017 | $3.5M |
| Treasure Coast Financial Planning | 2.29% | Reduce -0.1% | 12,014 | $3.5M |
| Everstar Asset Management, LLC | 2.46% | Add +518.3% | 12,014 | $3.5M |
| Forza Wealth Management, LLC | 1.58% | Add +34.0% | 11,938 | $3.5M |
| Investment Advisory Group, LLC | 1.15% | Add +2.7% | 11,824 | $3.4M |
| Drive Wealth Management, LLC | 0.84% | Reduce -0.1% | 11,797 | $3.4M |
| BCS Wealth Management | 0.85% | New | 11,791 | $3.4M |
| Lion Street Advisors, LLC | 1.09% | Reduce -1.3% | 11,752 | $3.4M |
| Lazari Capital Management, Inc. | 1.35% | Reduce -22.4% | 11,716 | $3.4M |
| SOL Capital Management CO | 0.38% | Add +7.5% | 11,714 | $3.4M |
| Miller Investment Management, LP | 0.37% | Add +0.2% | 11,695 | $3.4M |
| SC&H Financial Advisors, Inc. | 0.70% | Add +13.1% | 11,690 | $3.4M |
| Bedel Financial Consulting, Inc. | 0.47% | Reduce -5.0% | 11,276 | $3.4M |
| Beaumont Financial Advisors, LLC | 0.25% | Add +8.0% | 11,625 | $3.4M |
| Shepherd Kaplan Krochuk, LLC | 2.81% | Add +51.0% | 11,592 | $3.4M |
| MCF Advisors LLC | 0.24% | Reduce -4.1% | 11,569 | $3.4M |
| Francis Financial, Inc. | 0.85% | Reduce -6.3% | 11,553 | $3.3M |
| Clear Creek Financial Management, LLC | 0.36% | Add +1.7% | 11,544 | $3.3M |
| West Coast Financial LLC | 0.37% | Add +3.8% | 11,542 | $3.3M |
| Davis Capital Management | 2.71% | Reduce -0.2% | 11,474 | $3.3M |
| Redhawk Wealth Advisors, Inc. | 0.45% | Add +14.3% | 11,465 | $3.3M |
| Madden Advisory Services, Inc. | 1.54% | Reduce -1.4% | 11,464 | $3.3M |
| Aries Wealth Management | 0.91% | Add +6.6% | 11,397 | $3.3M |
| Jordan Park Group LLC | 0.24% | Reduce -8.8% | 11,386 | $3.3M |
| Novus Advisors, LLC | 3.28% | — | 11,343 | $3.3M |
| Anchor Investment Management, LLC | 0.31% | Reduce -9.7% | 11,343 | $3.3M |
| Marino, Stram & Associates LLC | 0.73% | Add +27.0% | 11,332 | $3.3M |
| Yoder Wealth Management, Inc. | 1.81% | Add +165.8% | 11,328 | $3.3M |
| LRI Investments, LLC | 0.31% | Add +15.5% | 11,308 | $3.3M |
| Professional Advisory Services Inc. | 0.41% | No change | 11,260 | $3.3M |
| Selective Wealth Management, Inc. | 1.33% | Add +18.6% | 11,348 | $3.3M |
| Marotta Asset Management | 0.68% | Reduce -9.0% | 11,312 | $3.3M |
| Pinion Investment Advisors, LLC | 1.30% | Reduce -1.4% | 11,283 | $3.3M |
| Fort Point Capital Partners LLC | 0.37% | Reduce -0.1% | 11,251 | $3.3M |
| Qube Research & Technologies Ltd | 0.01% | Add +7.8% | 11,232 | $3.3M |
| ALM First Financial Advisors, LLC | 0.77% | No change | 14,000 | $3.2M |
| Park Place Capital Corp | 0.91% | Add +5.0% | 11,179 | $3.2M |
| Cadence Bank | 0.22% | Reduce -26.2% | 11,163 | $3.2M |
| Worth Asset Management, LLC | 1.73% | Add +89.9% | 11,156 | $3.2M |
| Elite Financial, Inc. | 1.75% | — | 11,156 | $3.2M |
| Gitterman Wealth Management, LLC | 1.35% | Add +112.8% | 11,140 | $3.2M |
| National Wealth Management Group, LLC | 2.15% | Reduce -3.8% | 11,138 | $3.2M |
| Novak & Powell Financial Services, Inc. | 1.92% | Add +1.0% | 11,096 | $3.2M |
| Moneco Advisors, LLC | 0.34% | Add +38.3% | 11,050 | $3.2M |
| Mayfair Advisory Group, LLC | 1.88% | Add +0.6% | 11,039 | $3.2M |
| Matauro, LLC | 0.69% | — | 11,023 | $3.2M |
| FF Advisors,LLC | 2.19% | Add +5.7% | 10,646 | $3.2M |
| Daymark Wealth Partners, LLC | 0.13% | Add +40.4% | 11,015 | $3.2M |
| Diversified Enterprises, LLC | 0.31% | Reduce -0.3% | 11,009 | $3.2M |
| Renasant Bank | 2.06% | No change | 10,993 | $3.2M |
| High Net Worth Advisory Group LLC | 0.89% | Add +8.7% | 10,946 | $3.2M |
| Bare Financial Services, Inc | 1.28% | Reduce -5.3% | 10,954 | $3.2M |
| Nicholson Wealth Management Group, LLC | 2.12% | Reduce -4.7% | 10,928 | $3.2M |
| Mainsail Asset Management, LLC | 2.21% | Add +1.4% | 10,927 | $3.2M |
| CCG Wealth Management, LLC | 1.76% | Reduce -7.3% | 10,921 | $3.2M |
| Westmount Partners, LLC | 0.96% | Reduce -0.3% | 10,912 | $3.2M |
| Strategic Financial Partners, Ltd. | 1.61% | Reduce -0.2% | 10,879 | $3.2M |
| Howard Financial Services, LTD. | 0.43% | Add +0.6% | 10,852 | $3.1M |
| RFP Financial Group LLC | 1.23% | Reduce -49.8% | 10,845 | $3.1M |
| Creekside Partners | 1.63% | Add +11.2% | 10,833 | $3.1M |
| R.H. Investment Group, LLC | 2.96% | — | 10,818 | $3.1M |
| Red Door Wealth Management, LLC | 0.48% | Add +0.2% | 10,780 | $3.1M |
| BLB&B Advisors, LLC | 0.16% | Add +0.1% | 10,770 | $3.1M |
| Avantax Planning Partners, Inc. | 0.11% | Add +43.5% | 10,702 | $3.1M |
| GTS Securities LLC | 0.15% | New | 10,700 | $3.1M |
| YHB Investment Advisors, Inc. | 0.25% | Reduce -7.8% | 10,675 | $3.1M |
| Hendershot Investments Inc. | 0.42% | Add +19.6% | 10,640 | $3.1M |
| Accurate Wealth Management, LLC | 0.59% | Add +11.6% | 10,699 | $3.1M |
| Capasso Planning Partners LLC | 1.23% | Reduce -21.4% | 10,623 | $3.1M |
| Princeton Global Asset Management LLC | 0.58% | No change | 10,616 | $3.1M |
| Beam Wealth Advisors, Inc. | 0.97% | Reduce -1.5% | 10,615 | $3.1M |
| Novem Group | 0.46% | — | 10,605 | $3.1M |
| Lodestone Wealth Management LLC | 1.54% | No change | 10,602 | $3.1M |
| Financial Management Professionals, Inc. | 0.39% | Add +529250.0% | 10,587 | $3.1M |
| Christensen, King & Associates Investment Services, Inc. | 1.43% | Reduce -1.1% | 10,280 | $3.1M |
| PBMares Wealth Management LLC | 0.62% | Reduce -0.1% | 10,534 | $3.1M |
| Lee, Kelleher & Klein Wealth Management | 2.17% | — | 10,504 | $3.0M |
| Renaissance Technologies | 0.00% | New | 10,500 | $3.0M |
| White Lighthouse Investment Management Inc. | 0.53% | Reduce -2.9% | 10,476 | $3.0M |
| Rialto Wealth Management, LLC | 1.00% | — | 10,412 | $3.0M |
| Kiley Juergens Wealth Management, LLC | 0.76% | Reduce -2.1% | 10,401 | $3.0M |
| Smartleaf Asset Management LLC | 0.31% | Reduce -0.7% | 10,360 | $3.0M |
| Eagle Rock Investment Company, LLC | 0.50% | Add +5.1% | 10,387 | $3.0M |
| Centricity Wealth Management, LLC | 2.80% | — | 10,356 | $3.0M |
| Private Capital Management LLC | 0.60% | Reduce -46.2% | 10,349 | $3.0M |
| SouthState Bank Corp | 0.20% | Add +31.9% | 10,333 | $3.0M |
| Hardin Capital Partners, LLC | 1.80% | Reduce -0.5% | 10,319 | $3.0M |
| Outfitters Financial LLC | 2.39% | Reduce -1.0% | 10,314 | $3.0M |
| JNBA Financial Advisors | 0.30% | Reduce -1.1% | 10,286 | $3.0M |
| Pinnacle Bancorp, Inc. | 0.97% | Add +2.0% | 10,283 | $3.0M |
| Ames National Corp. | 2.00% | — | 10,269 | $3.0M |
| Security National Bank | 0.42% | Reduce -1.1% | 10,259 | $3.0M |
| IMS Capital Management | 1.38% | Add +2.3% | 10,243 | $3.0M |
| Continental Investors Services, Inc. | 5.88% | Add +4.0% | 10,230 | $3.0M |
| BOS Asset Management, LLC | 1.07% | Add +0.8% | 10,229 | $3.0M |
| Stratos Investment Management, LLC | 0.18% | Add +28.4% | 10,208 | $3.0M |
| Parkside Financial Bank & Trust | 0.39% | Add +8.8% | 10,175 | $2.9M |
| Lee Financial Co | 0.41% | Add +1.8% | 10,174 | $2.9M |
| HBW Advisory Services LLC | 0.30% | Add +3.0% | 10,151 | $2.9M |
| Berkeley Capital Partners, LLC | 0.82% | Add +0.9% | 10,141 | $2.9M |
| Moors & Cabot, Inc. | 0.14% | Add +3.4% | 10,136 | $2.9M |
| Curtis Advisory Group, LLC | 0.78% | Reduce -21.1% | 10,122 | $2.9M |
| Piedmont Capital Management, LLC | 1.77% | Add +2.5% | 10,129 | $2.9M |
| Aurelius Family Office LLC | 1.48% | — | 10,093 | $2.9M |
| Archer Investment Corp | 0.78% | Add +0.5% | 10,034 | $2.9M |
| 180 Wealth Advisors, LLC | 0.45% | Reduce -1.3% | 10,010 | $2.9M |
| Traynor Capital Management, Inc. | 0.22% | Add +11.0% | 9,988 | $2.9M |
| Roof Eidam Maycock Peralta, LLC | 0.75% | No change | 9,986 | $2.9M |
| Winch Advisory Services, LLC | 0.75% | Reduce -14.0% | 9,978 | $2.9M |
| Sfmg, LLC | 0.23% | Add +311.3% | 9,969 | $2.9M |
| Ashton Thomas Securities, LLC | 0.79% | Reduce -5.4% | 9,961 | $2.9M |
| Catalyst Financial Partners LLC | 0.54% | Add +9.3% | 9,958 | $2.9M |
| One Charles Private Wealth Services, LLC | 0.96% | Add +2.8% | 9,869 | $2.9M |
| HTG Investment Advisors, Inc. | 1.31% | Add +34.7% | 9,859 | $2.9M |
| Voya Financial Advisors, Inc. | 0.31% | Add +17.5% | 9,820 | $2.9M |
| Johnson Bixby & Associates, LLC | 0.43% | Add +1.6% | 9,817 | $2.8M |
| Dagco, Inc. | 0.94% | Add +6443.3% | 9,815 | $2.8M |
| Royal Fund Management, LLC | 0.31% | Reduce -51.0% | 9,695 | $2.8M |
| Aspire Growth Partners LLC | 2.76% | — | 9,748 | $2.8M |
| Arbor Investment Advisors, LLC | 0.40% | Reduce -0.1% | 9,746 | $2.8M |
| Alpha Omega Wealth Management LLC | 0.54% | Reduce -3.5% | 9,737 | $2.8M |
| Jackson, Grant Investment Advisers, Inc. | 1.09% | Add +17.4% | 9,733 | $2.8M |
| Signal Tree Financial Partners LLC | 3.30% | — | 9,702 | $2.8M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.08% | Add +23.6% | 9,701 | $2.8M |
| Tyche Wealth Partners LLC | 0.59% | Reduce -9.4% | 9,699 | $2.8M |
| Five Oceans Advisors | 1.29% | Reduce -2.6% | 9,690 | $2.8M |
| Bragg Financial Advisors, Inc | 0.11% | Reduce -2.1% | 9,669 | $2.8M |
| Paragon Private Wealth Management, LLC | 1.29% | Add +20.1% | 9,616 | $2.8M |
| HMV Wealth Advisors, LLC | 2.76% | — | 9,526 | $2.8M |
| Apex Wealth Management, LLC | 2.38% | — | 9,506 | $2.8M |
| TriaGen Wealth Management LLC | 0.93% | Add +0.6% | 9,491 | $2.8M |
| Fee-Only Financial Planning, L.C. | 1.77% | Reduce -2.5% | 9,481 | $2.7M |
| Aviance Capital Partners, LLC | 0.38% | Add +23.9% | 9,457 | $2.7M |
| Farmers & Merchants Investments Inc. | 0.09% | No change | 9,455 | $2.7M |
| Exchange Capital Management, Inc. | 0.43% | Reduce -2.7% | 9,440 | $2.7M |
| Financial Strategies Group, Inc. | 0.65% | Reduce -0.5% | 9,520 | $2.7M |
| OMNI 360 Wealth, Inc. | 1.82% | Reduce -6.0% | 9,428 | $2.7M |
| Thompson Investment Management, Inc. | 0.39% | Add +10350.0% | 9,405 | $2.7M |
| S&T Bank | 0.87% | No change | 9,397 | $2.7M |
| Meredith Wealth Planning | 1.21% | Add +138.7% | 9,363 | $2.7M |
| Anderson Hoagland & Co. | 0.28% | Reduce -0.7% | 9,154 | $2.7M |
| Advisors Management Group Inc. | 0.64% | Add +15.5% | 9,324 | $2.7M |
| Moseley Investment Management Inc. | 1.05% | Add +6.7% | 9,299 | $2.7M |
| Wells Trecaso Financial Group, LLC | 0.88% | Add +10.0% | 9,289 | $2.7M |
| Gradient Investments LLC | 0.05% | Reduce -7.6% | 9,232 | $2.7M |
| Eldridge Investment Advisors, Inc. | 0.62% | Add +2.9% | 9,217 | $2.7M |
| Clifford Swan Investment Counsel LLC | 0.10% | Reduce -1.5% | 9,192 | $2.7M |
| Summit Global Investments | 0.17% | Reduce -24.7% | 9,186 | $2.7M |
| Gemmer Asset Management LLC | 0.26% | Add +5.4% | 9,161 | $2.7M |
| Fairman Group, LLC | 2.18% | Add +0.4% | 9,143 | $2.6M |
| Councilor Wealth, LLC | 1.26% | Reduce -0.4% | 9,142 | $2.6M |
| Investment Advisory Services Inc. /TX | 0.93% | Add +0.8% | 9,116 | $2.6M |
| Money Concepts Capital Corp. | 0.20% | Add +11.6% | 9,095 | $2.6M |
| Arcus Capital Partners, LLC | 0.83% | Reduce -0.1% | 10,136 | $2.6M |
| Leo Wealth, LLC | 0.24% | Add +8.7% | 9,775 | $2.6M |
| WPWealth LLP | 0.54% | Reduce -10.0% | 9,042 | $2.6M |
| Tower Wealth Partners, Inc. | 1.37% | Add +307.2% | 9,040 | $2.6M |
| Cook Wealth, LLC | 1.23% | Add +26.1% | 10,817 | $2.6M |
| Fulton Breakefield Broenniman LLC | 0.19% | Reduce -9.7% | 9,028 | $2.6M |
| Cascade Investment Advisors, Inc. | 1.67% | Add +6.4% | 8,958 | $2.6M |
| Collaborative Wealth Managment Inc. | 1.18% | Reduce -1.6% | 8,945 | $2.6M |
| Visionary Wealth Advisors | 0.15% | Add +7.9% | 8,931 | $2.6M |
| Certified Advisory Corp | 0.28% | Reduce -0.4% | 8,931 | $2.6M |
| Melfa Wealth Management, Inc. | 1.73% | Add +128.4% | 8,922 | $2.6M |
| Yoffe Investment Management, LLC | 3.83% | — | 8,908 | $2.6M |
| Rakuten Securities, Inc. | 1.02% | Add +43.4% | 8,904 | $2.6M |
| Glass Jacobson Investment Advisors llc | 0.85% | Add +10.3% | 8,892 | $2.6M |
| Roehl & Yi Investment Advisors, LLC | 1.42% | — | 24,335 | $2.6M |
| Trifecta Capital Advisors, LLC | 0.51% | Add +31.6% | 8,856 | $2.6M |
| Hopwood Financial Services, Inc. | 1.94% | — | 8,854 | $2.6M |
| Sound Stewardship, LLC | 1.52% | Add +1.0% | 8,848 | $2.6M |
| NCM Capital Management, LLC | 1.16% | Add +84.9% | 8,846 | $2.6M |
| Running Point Capital Advisors, LLC | 0.88% | Add +1468.1% | 8,844 | $2.6M |
| LongView Wealth Management | 0.78% | Reduce -0.3% | 8,793 | $2.5M |
| Burns Matteson Capital Management, LLC | 1.43% | Reduce -0.3% | 8,776 | $2.5M |
| Strategic Financial Services, Inc. | 0.15% | Reduce -0.0% | 8,738 | $2.5M |
| Tacita Capital Inc | 1.81% | No change | 8,736 | $2.5M |
| Brio Consultants, LLC | 0.40% | Add +21.4% | 8,730 | $2.5M |
| Kavar Capital Partners Group, LLC | 0.43% | Add +0.1% | 8,718 | $2.5M |
| SwitchPoint Financial Planning, LLC | 2.42% | — | 8,715 | $2.5M |
| Nabity-Jensen Investment Management Inc | 1.91% | Reduce -0.8% | 8,709 | $2.5M |
| Estate Counselors, LLC | 0.27% | Add +6.7% | 8,706 | $2.5M |
| Acorn Wealth Advisors, LLC | 1.04% | Reduce -14.1% | 8,703 | $2.5M |
| Wiser Wealth Management, Inc | 0.71% | Reduce -0.1% | 8,701 | $2.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +4.8% | 8,700 | $2.5M |
| PCA Investment Advisory Services Inc. | 1.17% | Add +1.9% | 8,691 | $2.5M |
| Alpha Cubed Investments, LLC | 0.12% | Reduce -15.3% | 8,682 | $2.5M |
| Cedar Mountain Advisors, LLC | 0.55% | No change | 8,666 | $2.5M |
| Oak Hill Wealth Advisors, LLC | 0.60% | — | 8,633 | $2.5M |
| Capital Advisors Inc. | 0.05% | Add +16.2% | 8,627 | $2.5M |
| J. L. Bainbridge & Co., Inc. | 0.24% | Reduce -1.3% | 8,621 | $2.5M |
| Net Worth Advisory Group | 0.76% | Add +259.8% | 8,611 | $2.5M |
| Fiduciary Alliance LLC | 0.25% | Add +3.3% | 8,610 | $2.5M |
| Financial Insights, Inc. | 0.96% | Reduce -5.1% | 8,605 | $2.5M |
| Rossmore Private Capital | 0.31% | Add +7.5% | 8,574 | $2.5M |
| Elevation Wealth Partners, LLC | 1.05% | Reduce -2.6% | 8,551 | $2.5M |
| Tempus Wealth Planning, LLC | 0.76% | Reduce -0.7% | 8,536 | $2.5M |
| Empire Financial Management Company, LLC | 0.77% | Reduce -2.9% | 8,512 | $2.5M |
| Belmont Capital, LLC | 0.40% | No change | 8,508 | $2.5M |
| SkyOak Wealth, LLC | 0.53% | Add +2.5% | 8,507 | $2.5M |
| Secured Retirement Advisors, LLC | 1.41% | Reduce -6.0% | 8,505 | $2.5M |
| Fortress Wealth Management, Inc. | 1.19% | Reduce -3.0% | 8,500 | $2.5M |
| Sugarloaf Wealth Management, LLC | 0.47% | Add +4.2% | 8,479 | $2.5M |
| Total Clarity Wealth Management, Inc. | 0.80% | Reduce -0.6% | 8,438 | $2.4M |
| Bell Bank | 0.18% | Reduce -5.6% | 8,426 | $2.4M |
| Northeast Financial Group, Inc. | 0.93% | Add +2.0% | 8,379 | $2.4M |
| Werba Rubin Papier Wealth Management | 0.57% | Reduce -5.1% | 8,357 | $2.4M |
| Sfm, LLC | 1.70% | Reduce -0.3% | 8,314 | $2.4M |
| HBC Financial Services, PLLC | 1.48% | Reduce -11.5% | 8,309 | $2.4M |
| Members Wealth LLC | 1.79% | — | 8,044 | $2.4M |
| Integrated Capital Management, Inc. | 1.89% | Add +0.2% | 8,266 | $2.4M |
| Zacks Investment Management | 0.02% | Reduce -1.5% | 8,236 | $2.4M |
| Sprinkle Financial Consultants LLC | 1.62% | No change | 8,221 | $2.4M |
| Simmons Bank | 0.17% | Add +1.0% | 8,206 | $2.4M |
| Waypoint Wealth Partners Inc. | 0.65% | Reduce -0.1% | 8,200 | $2.4M |
| Waterway Wealth Management, LLC | 1.04% | Reduce -5.4% | 8,199 | $2.4M |
| Williams Jones Wealth Management, LLC. | 0.03% | Reduce -17.9% | 8,173 | $2.4M |
| Seed Wealth Management, Inc. | 1.91% | Reduce -15.9% | 8,165 | $2.4M |
| Dash Acquisitions Inc. | 0.50% | Reduce -8.6% | 7,894 | $2.4M |
| Talisman Wealth Advisors LLC | 2.51% | Add +0.3% | 8,148 | $2.4M |
| Innealta Capital, LLC | 1.15% | Add +53.9% | 8,134 | $2.4M |
| EagleClaw Capital Managment, LLC | 0.37% | No change | 8,132 | $2.4M |
| Greenfield Savings Bank | 1.13% | Add +0.1% | 8,130 | $2.4M |
| Aquire Wealth Advisors, LLC | 0.73% | Reduce -1.7% | 8,127 | $2.4M |
| Everest Private Wealth | 2.07% | — | 8,121 | $2.4M |
| Heritage Financial Services, LLC | 0.31% | Reduce -7.5% | 8,064 | $2.3M |
| Courier Capital LLC | 0.16% | Reduce -6.8% | 8,047 | $2.3M |
| HFG Advisors, Inc. | 2.03% | Add +0.2% | 8,030 | $2.3M |
| Comprehensive Money Management Services LLC | 1.92% | — | 8,021 | $2.3M |
| Horan Securities, Inc. | 0.88% | Add +135.4% | 7,968 | $2.3M |
| Keb Asset Management, LLC | 0.66% | Add +5.8% | 7,960 | $2.3M |
| Rodgers & Associates, LTD | 0.27% | Reduce -0.1% | 7,957 | $2.3M |
| Holland Advisory Services, Inc. | 3.01% | Add +3.1% | 7,953 | $2.3M |
| Fonville Wealth Management LLC | 0.76% | Reduce -1.2% | 7,948 | $2.3M |
| Monument Capital Management | 0.63% | No change | 7,904 | $2.3M |
| Orca Investment Management, LLC | 2.15% | Reduce -7.7% | 7,902 | $2.3M |
| Oxbow Advisors, LLC | 0.28% | Add +0.3% | 7,882 | $2.3M |
| Brown Brothers Harriman & Co. | 0.02% | Add +0.5% | 7,853 | $2.3M |
| Howard Capital Management, LLC | 0.04% | Add +16.2% | 7,853 | $2.3M |
| Pinney & Scofield, Inc. | 1.72% | — | 140 | $2.3M |
| Flywheel Private Wealth LLC | 2.09% | — | 7,842 | $2.3M |
| Howard Wealth Management, LLC | 1.23% | Reduce -1.1% | 7,821 | $2.3M |
| Neumann Capital Management, LLC | 0.75% | Add +0.1% | 7,813 | $2.3M |
| Accent Capital Management, LLC | 1.29% | Reduce -2.9% | 7,811 | $2.3M |
| McGlone Suttner Wealth Management, Inc. | 0.38% | Add +0.5% | 7,797 | $2.3M |
| S.E.E.D. Planning Group LLC | 0.75% | No change | 7,788 | $2.3M |
| Cassaday & Co Wealth Management LLC | 0.06% | Reduce -4.1% | 7,785 | $2.3M |
| Invst, LLC | 0.27% | Add +147.1% | 7,783 | $2.3M |
| Pacifica Partners Inc. | 0.97% | Reduce -1.5% | 7,797 | $2.3M |
| Madison Wealth Partners, Inc | 0.63% | Add +39.3% | 7,765 | $2.3M |
| Austin Wealth Management, LLC | 0.47% | Add +0.2% | 7,574 | $2.2M |
| Financial & Tax Architects, LLC | 0.57% | Reduce -84.5% | 7,719 | $2.2M |
| Vident Advisory, LLC | 0.04% | Add +11.9% | 7,702 | $2.2M |
| Wealth Management Strategies, Inc. | 1.69% | — | 7,633 | $2.2M |
| Watershed Private Wealth LLC | 0.86% | Add +0.0% | 7,618 | $2.2M |
| Fourth Dimension Wealth, LLC | 1.15% | — | 7,615 | $2.2M |
| Earnest Partners LLC | 0.01% | Add +157.7% | 7,593 | $2.2M |
| Plum Street Advisors, LLC | 1.09% | Reduce -15.2% | 7,587 | $2.2M |
| Latitude Advisors, LLC | 1.24% | Add +2.1% | 7,579 | $2.2M |
| Cascade Wealth Advisors, Inc | 1.49% | Add +12.3% | 7,577 | $2.2M |
| Fiduciary Advisors, Inc. | 2.19% | — | 7,492 | $2.2M |
| Kropog Financial Group, LLC | 1.99% | — | 7,481 | $2.2M |
| New Republic Capital, LLC | 1.41% | Reduce -0.4% | 7,471 | $2.2M |
| Parkworth Wealth Management, Inc. | 1.80% | — | 7,458 | $2.2M |
| Northeast Planning Associates, Inc. / NH / | 2.24% | — | 7,457 | $2.2M |
| Whittier Trust Co. of Nevada Inc. | 0.05% | Add +0.5% | 7,443 | $2.2M |
| Clark Capital Management Group, Inc. | 0.01% | Add +0.9% | 7,424 | $2.2M |
| Center for Financial Planning, Inc. | 0.29% | Add +11.9% | 7,413 | $2.1M |
| Cahill Financial Advisors Inc. | 0.29% | Reduce -13.8% | 7,409 | $2.1M |
| Tilson Financial Group, Inc. | 0.87% | Add +277.5% | 7,331 | $2.1M |
| Willis Johnson & Associates, Inc. | 0.16% | Reduce -27.8% | 7,385 | $2.1M |
| Baldwin Investment Management, LLC | 0.28% | Add +0.7% | 7,373 | $2.1M |
| Avos Capital Management, LLC | 1.73% | — | 7,131 | $2.1M |
| Investors Asset Management of Georgia Inc. /Ga/ | 1.04% | Add +0.3% | 7,355 | $2.1M |
| Hill Investment Group Partners, LLC | 0.29% | Reduce -41.6% | 7,347 | $2.1M |
| Columbia Advisory Partners LLC | 1.98% | Add +5.7% | 7,345 | $2.1M |
| Realta Investment Advisors | 0.87% | Add +13.2% | 7,253 | $2.1M |
| Paladin Advisory Group, LLC | 1.63% | Add +16.3% | 7,332 | $2.1M |
| SPC Financial, Inc. | 0.18% | Add +4.3% | 7,321 | $2.1M |
| American Investment Services, Inc. | 0.37% | Reduce -5.7% | 7,309 | $2.1M |
| Intellectus Partners, LLC | 0.47% | Add +622.5% | 7,304 | $2.1M |
| Octavia Wealth Advisors, LLC | 0.26% | Reduce -9.8% | 7,303 | $2.1M |
| Sovran Advisors, LLC | 0.30% | — | 7,326 | $2.1M |
| Federated Hermes, Inc. | 0.00% | No change | 7,285 | $2.1M |
| Pallas Capital Advisors LLC | 0.09% | No change | 7,217 | $2.1M |
| Hobbs Group Advisors, LLC | 0.78% | Reduce -17.3% | 7,181 | $2.1M |
| Intellus Advisors LLC | 0.36% | — | 7,175 | $2.1M |
| Diversify Wealth Management, LLC | 0.16% | Add +15.2% | 7,234 | $2.1M |
| Tocqueville Asset Management L.P. | 0.03% | Add +24.3% | 7,154 | $2.1M |
| St Germain D J Co. Inc. | 0.09% | Add +30.3% | 7,154 | $2.1M |
| FLC Capital Advisors | 0.48% | Reduce -33.1% | 7,149 | $2.1M |
| Roffman Miller Associates Inc. | 0.13% | Reduce -2.5% | 7,117 | $2.1M |
| Pekin Hardy Strauss, Inc. | 0.26% | Reduce -1.6% | 7,076 | $2.1M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +0.1% | 7,062 | $2.0M |
| RS Crum Inc. | 0.50% | Add +0.0% | 7,037 | $2.0M |
| Manhattan West Asset Management, LLC | 0.55% | Reduce -7.1% | 7,030 | $2.0M |
| Covestor Ltd | 1.28% | Add +4.3% | 7,025 | $2.0M |
| Clarus Wealth Advisors | 1.01% | Add +0.1% | 7,064 | $2.0M |
| Littlejohn Financial Services, Inc. | 1.82% | — | 7,010 | $2.0M |
| Cornerstone Financial Group, LLC | 1.99% | — | 6,979 | $2.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 6,961 | $2.0M |
| Avidian Wealth Enterprises, LLC | 0.09% | Add +4.1% | 6,946 | $2.0M |
| Gill Capital Partners, LLC | 0.72% | Reduce -4.0% | 6,929 | $2.0M |
| Silverlake Wealth Management LLC | 0.78% | Add +5.4% | 6,927 | $2.0M |
| Tompkins Financial Corp. | 0.19% | Reduce -0.8% | 6,916 | $2.0M |
| Mosaic Financial Group, LLC | 1.44% | Reduce -0.4% | 6,910 | $2.0M |
| Sivia Capital Partners, LLC | 0.99% | Add +8.3% | 6,899 | $2.0M |
| Nicolet Bankshares Inc. | 0.39% | Reduce -3.5% | 6,876 | $2.0M |
| Summit Wealth Group, LLC | 0.58% | Reduce -9.2% | 6,870 | $2.0M |
| RDA Financial Network | 0.58% | Reduce -3.0% | 6,864 | $2.0M |
| Clarendon Private LLC | 2.08% | — | 6,864 | $2.0M |
| Steigerwald, Gordon & Koch Inc. | 0.22% | Add +7.5% | 6,848 | $2.0M |
| WMG Financial Advisors, LLC | 0.85% | Reduce -3.3% | 6,834 | $2.0M |
| First National Trust Co | 0.07% | Add +36.5% | 6,805 | $2.0M |
| Whelan Financial | 0.78% | Add +0.7% | 6,802 | $2.0M |
| Armstrong Advisory Group, Inc. | 0.16% | Reduce -0.3% | 6,797 | $2.0M |
| Integrity Wealth Solutions LLC | 1.10% | Add +5.7% | 6,796 | $2.0M |
| Walkner Condon Financial Advisors LLC | 0.40% | Reduce -1.8% | 6,786 | $2.0M |
| Rice Partnership, LLC | 0.37% | Reduce -2.6% | 6,772 | $2.0M |
| Acropolis Investment Management, LLC | 0.12% | Add +7.4% | 6,767 | $2.0M |
| Mosaic Family Wealth Partners, LLC | 0.28% | Add +0.5% | 6,764 | $2.0M |
| RTD Financial Advisors, Inc. | 0.25% | No change | 6,743 | $2.0M |
| iA Global Asset Management Inc. | 0.03% | New | 6,728 | $1.9M |
| NWK Group, Inc. | 0.75% | No change | 6,711 | $1.9M |
| Avalon Trust Co | 0.14% | Reduce -8.5% | 6,700 | $1.9M |
| LPWM LLC | 0.62% | Reduce -9.4% | 6,670 | $1.9M |
| Interchange Capital Partners, LLC | 0.70% | Reduce -0.0% | 6,665 | $1.9M |
| Peak Retirement Planning, Inc. | 1.30% | — | 6,655 | $1.9M |
| Essex Bank | 0.48% | Add +52.1% | 6,653 | $1.9M |
| United Community Bank | 0.75% | Add +0.5% | 6,652 | $1.9M |
| Fermata Advisors, LLC | 0.36% | Add +4.4% | 6,597 | $1.9M |
| L. Roy Papp & Associates, LLP | 0.22% | Reduce -0.6% | 6,584 | $1.9M |
| Mills Wealth Advisors LLC | 1.08% | Reduce -1.8% | 6,676 | $1.9M |
| Falcon Wealth Planning | 0.21% | Reduce -1.3% | 6,565 | $1.9M |
| True Wealth Design, LLC | 0.74% | Reduce -1.9% | 6,553 | $1.9M |
| Penobscot Investment Management Company, Inc. | 0.17% | Reduce -1.0% | 6,545 | $1.9M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.47% | Add +0.6% | 6,541 | $1.9M |
| KFA Private Wealth Group, LLC | 0.79% | Add +1.0% | 6,513 | $1.9M |
| Accredited Wealth Management, LLC | 1.65% | — | 6,511 | $1.9M |
| Peapack Gladstone Financial Corp. | 0.03% | Add +0.6% | 6,466 | $1.9M |
| Paulson Wealth Management Inc. | 0.51% | Reduce -8.1% | 6,460 | $1.9M |
| Everett Harris & Co. | 0.02% | No change | 6,417 | $1.9M |
| Bath Savings Trust Co | 0.19% | Add +2.2% | 6,414 | $1.9M |
| Schneider Downs Wealth Management Advisors, LP | 0.35% | Add +2.7% | 6,413 | $1.9M |
| Beese Fulmer Investment Management, Inc. | 0.16% | No change | 6,410 | $1.9M |
| HCR Wealth Advisors | 0.23% | Add +3.3% | 6,394 | $1.9M |
| Tradition Wealth Management, LLC | 0.16% | Add +2.8% | 6,393 | $1.9M |
| LifeGoal Investments, LLC | 2.01% | — | 6,385 | $1.9M |
| DecisionMap Wealth Management, LLC | 1.46% | — | 6,375 | $1.8M |
| MB Generational Wealth, LLC | 1.35% | No change | 6,367 | $1.8M |
| Bank of Stockton | 0.56% | Add +58.8% | 6,366 | $1.8M |
| IronBridge Private Wealth, LLC | 0.67% | Add +0.6% | 6,338 | $1.8M |
| Retirement Income Solutions, Inc. | 0.37% | Add +0.7% | 6,327 | $1.8M |
| Acas, LLC | 1.35% | Reduce -10.6% | 6,095 | $1.8M |
| Baron Financial Group, LLC | 1.13% | Reduce -0.8% | 6,285 | $1.8M |
| Caldwell Sutter Capital, Inc. | 0.85% | No change | 6,278 | $1.8M |
| Wolverine Trading, LLC | 0.04% | Add +37.7% | 6,256 | $1.8M |
| Bay Rivers Group | 0.88% | Reduce -0.3% | 6,274 | $1.8M |
| Vawter Financial, Ltd. | 1.09% | Reduce -4.5% | 6,273 | $1.8M |
| Muirfield Wealth Advisors LLC | 1.50% | Reduce -7.4% | 6,265 | $1.8M |
| Park Edge Advisors, LLC | 0.53% | Add +0.8% | 6,248 | $1.8M |
| Montag A & Associates Inc. | 0.09% | Add +3.6% | 6,245 | $1.8M |
| LVW Advisors, LLC | 0.22% | Reduce -0.1% | 6,243 | $1.8M |
| Busey Bank | 0.06% | Add +7.4% | 6,227 | $1.8M |
| Stockman Wealth Management, Inc. | 0.28% | Add +4.9% | 6,205 | $1.8M |
| Main Street Group, LTD | 0.75% | Reduce -1.8% | 6,203 | $1.8M |
| Galvin, Gaustad & Stein, LLC | 0.16% | Reduce -4.4% | 6,197 | $1.8M |
| Salem Investment Counselors Inc. | 0.06% | Reduce -1.3% | 6,196 | $1.8M |
| Measured Wealth Private Client Group, LLC | 0.58% | Add +27.2% | 6,193 | $1.8M |
| Westfuller Advisors, LLC | 1.14% | Add +0.6% | 6,179 | $1.8M |
| Etesian Wealth Advisors, Inc. | 0.79% | Add +8.9% | 6,176 | $1.8M |
| Family Firm, Inc. | 0.40% | Add +1.4% | 6,165 | $1.8M |
| Echo Wealth Management, LLC | 1.23% | No change | 6,164 | $1.8M |
| Ahl Investment Management, Inc. | 1.25% | No change | 6,159 | $1.8M |
| Birchbrook, Inc. | 1.01% | Add +0.1% | 6,154 | $1.8M |
| Austin Private Wealth, LLC | 0.17% | Add +3.1% | 6,153 | $1.8M |
| FSA Investment Group, LLC | 1.55% | — | 6,180 | $1.8M |
| Presilium Private Wealth, LLC | 0.41% | No change | 6,145 | $1.8M |
| NDVR, Inc. | 1.70% | Reduce -6.5% | 6,140 | $1.8M |
| Bull Street Advisors, LLC | 0.86% | Add +2.0% | 6,132 | $1.8M |
| Altura Wealth Advisors Inc. | 1.31% | Reduce -31.6% | 6,122 | $1.8M |
| Copperleaf Capital, LLC | 1.12% | Add +4.8% | 6,105 | $1.8M |
| Allegheny Financial Group | 0.45% | Add +1.0% | 6,073 | $1.8M |
| Transce3nd, LLC | 0.59% | — | 5,999 | $1.8M |
| Jim Saulnier & Associates, LLC | 1.52% | Add +10.5% | 6,058 | $1.8M |
| Aspiring Ventures, LLC | 1.11% | — | 5,917 | $1.8M |
| Cullen/Frost Bankers, Inc. | 0.02% | Add +45.2% | 6,040 | $1.8M |
| Innova Wealth Partners | 1.10% | New | 6,037 | $1.7M |
| Fort Sheridan Advisors LLC | 0.26% | Reduce -7.7% | 6,037 | $1.7M |
| Centaurus Financial, Inc. | 0.11% | Add +20.7% | 6,021 | $1.7M |
| Sepio Capital, LP | 0.14% | Add +0.2% | 5,993 | $1.7M |
| Eaton Financial Holdings Company, LLC | 0.67% | Reduce -0.7% | 5,986 | $1.7M |
| Juncture Wealth Strategies, LLC | 0.65% | Reduce -0.7% | 5,977 | $1.7M |
| CNB Bank | 0.80% | Reduce -3.6% | 5,969 | $1.7M |
| ORG Partners LLC | 0.24% | Reduce -1.2% | 5,964 | $1.7M |
| Milestone Asset Management Group, LLC | 1.54% | — | 5,949 | $1.7M |
| Myecfo, LLC | 0.93% | Reduce -13.2% | 5,941 | $1.7M |
| Sharkey, Howes & Javer | 0.24% | Add +14.0% | 5,931 | $1.7M |
| Adirondack Trust Co. | 0.65% | Add +5.9% | 5,910 | $1.7M |
| McKinley Carter Wealth Services, Inc. | 0.10% | Reduce -1.6% | 5,909 | $1.7M |
| Curi Capital, LLC | 0.04% | Add +0.0% | 5,907 | $1.7M |
| Heritage Wealth Advisors | 0.08% | Add +1.1% | 5,862 | $1.7M |
| KMG Fiduciary Partners, LLC | 0.14% | No change | 5,854 | $1.7M |
| Magnus Financial Group LLC | 0.16% | Reduce -0.1% | 5,806 | $1.7M |
| Oldfather Financial Services, LLC | 0.64% | Add +12.3% | 5,802 | $1.7M |
| Exencial Wealth Advisors, LLC | 0.06% | Add +1.6% | 5,798 | $1.7M |
| SP Asset Management LLC | 0.14% | Reduce -0.8% | 5,797 | $1.7M |
| Concord Wealth Partners | 0.28% | Add +1.8% | 5,794 | $1.7M |
| Stonehaven Wealth & Tax Solutions, LLC | 1.83% | — | 5,787 | $1.7M |
| MFA Wealth Services | 1.34% | — | 5,784 | $1.7M |
| Orgel Wealth Management, LLC | 0.04% | Add +46.8% | 5,780 | $1.7M |
| Outlook Wealth Advisors, LLC | 0.48% | Reduce -5.3% | 5,773 | $1.7M |
| Fiduciary Counselling Inc. | 4.47% | No change | 5,761 | $1.7M |
| True Vision MN LLC | 0.99% | Reduce -37.6% | 5,742 | $1.7M |
| Financial Connections Group, Inc. | 0.80% | Reduce -0.5% | 5,738 | $1.7M |
| Legacy Edge Advisors, LLC | 0.26% | Reduce -1.4% | 5,714 | $1.7M |
| Encompass More Asset Management | 0.55% | Add +17.1% | 5,730 | $1.7M |
| Cornell Pochily Investment Advisors, Inc. | 0.58% | Add +0.2% | 5,720 | $1.7M |
| Verdence Capital Advisors LLC | 0.13% | Add +1.6% | 5,719 | $1.7M |
| RCS Financial Planning, LLC | 0.88% | Add +149.7% | 5,717 | $1.7M |
| BlueSky Wealth Advisors, LLC | 0.26% | No change | 5,700 | $1.7M |
| VestGen Investment Management | 0.45% | Reduce -6.4% | 5,684 | $1.6M |
| ETF Store, Inc. | 2.04% | Add +0.1% | 5,676 | $1.6M |
| XML Financial, LLC | 0.15% | Reduce -1.4% | 5,676 | $1.6M |
| Next Level Private LLC | 0.66% | Add +0.6% | 5,643 | $1.6M |
| Schaper Benz & Wise Investment Counsel Inc. | 0.13% | Add +17.5% | 5,618 | $1.6M |
| First Command Advisory Services, Inc. | 0.02% | Reduce -3.4% | 5,597 | $1.6M |
| Parr McKnight Wealth Management Group, LLC | 0.23% | — | 5,594 | $1.6M |
| Security Financial Services, INC. | 0.33% | Reduce -1.0% | 5,593 | $1.6M |
| Davidson Trust Co. | 0.83% | No change | 5,588 | $1.6M |
| Ascent Wealth Partners, LLC | 0.22% | Add +37.7% | 5,588 | $1.6M |
| US Financial Advisors, LLC | 0.50% | Add +182.9% | 5,584 | $1.6M |
| Secure Asset Management, LLC | 0.25% | Add +44.0% | 5,576 | $1.6M |
| Texas Yale Capital Corp. | 0.06% | Add +0.6% | 5,567 | $1.6M |
| Canvas Wealth Advisors, LLC | 0.40% | Reduce -20.4% | 5,555 | $1.6M |
| Hamilton Wealth, LLC | 0.39% | Add +7.3% | 5,537 | $1.6M |
| Cypress Capital Group | 0.20% | Reduce -23.3% | 5,533 | $1.6M |
| Edgestream Partners, L.P. | 0.07% | Reduce -28.8% | 5,531 | $1.6M |
| AF Advisors, Inc. | 0.22% | Add +2.0% | 5,518 | $1.6M |
| EFG Asset Management (Americas) Corp. | 0.31% | Reduce -31.0% | 5,513 | $1.6M |
| Verus Capital Partners, LLC | 0.15% | Add +0.1% | 5,505 | $1.6M |
| Impact Capital Partners LLC | 0.57% | — | 5,491 | $1.6M |
| Capital Planning LLC | 0.42% | Add +163.2% | 5,472 | $1.6M |
| Advisor Resource Council | 1.14% | Add +103.3% | 5,472 | $1.6M |
| Asset Planning Corporation | 0.99% | Add +0.1% | 5,463 | $1.6M |
| Harbour Capital Advisors, LLC | 0.35% | Reduce -3.3% | 5,400 | $1.6M |
| Northeast Investment Management | 0.07% | Reduce -1.2% | 5,459 | $1.6M |
| Vantage Financial Partners, LLC | 0.40% | Add +0.9% | 5,447 | $1.6M |
| BIP Alliance, LLC | 0.67% | — | 5,430 | $1.6M |
| Bison Wealth, LLC | 0.35% | Add +0.3% | 5,428 | $1.6M |
| WNY Asset Management, LLC | 0.19% | Reduce -0.3% | 5,410 | $1.6M |
| First Foundation Advisors | 0.06% | Reduce -14.0% | 5,399 | $1.6M |
| Mullaney, Keating & Wright, Inc. | 1.05% | Reduce -5.7% | 5,377 | $1.6M |
| Orleans Capital Management Corp. | 0.87% | Add +1.5% | 5,195 | $1.6M |
| Retirement Capital Strategies | 0.59% | Reduce -1.2% | 5,368 | $1.6M |
| Confluence Wealth Services, Inc. | 0.10% | Add +4.5% | 5,143 | $1.6M |
| BTG Pactual Asset Management US LLC | 0.20% | No change | 5,260 | $1.6M |
| Morton Brown Family Wealth, LLC | 0.54% | Add +12.5% | 5,348 | $1.6M |
| Aspire Capital Advisors LLC | 0.44% | Reduce -9.2% | 5,346 | $1.5M |
| Grandview Asset Management LLC | 0.57% | New | 5,344 | $1.5M |
| Cura Wealth Advisors, LLC | 0.68% | — | 5,341 | $1.5M |
| Ameriflex Group, Inc. | 0.71% | — | 5,182 | $1.5M |
| Fca Corp. | 0.48% | Add +0.1% | 5,321 | $1.5M |
| Walter & Keenan Wealth Management LLC /in/ | 0.47% | Add +267.0% | 5,314 | $1.5M |
| Wingate Wealth Advisors, Inc. | 1.51% | — | 5,312 | $1.5M |
| Valtinson Bruner Financial Planning LLC | 0.54% | Add +1.0% | 5,301 | $1.5M |
| Inspire Advisors, LLC | 0.19% | Add +3.1% | 5,290 | $1.5M |
| World Equity Group, Inc. | 0.33% | Add +97.8% | 5,286 | $1.5M |
| Thompson Siegel & Walmsley LLC | 0.02% | Add +6.6% | 5,283 | $1.5M |
| Westshore Wealth, LLC | 0.62% | Add +0.2% | 5,264 | $1.5M |
| Valley National Advisers Inc. | 0.27% | Add +2.4% | 5,248 | $1.5M |
| Northwest Quadrant Wealth Management, LLC | 0.34% | Reduce -0.9% | 5,233 | $1.5M |
| Objective Capital Management, LLC | 1.01% | No change | 5,222 | $1.5M |
| Family Manage LLC | 0.25% | Add +78.9% | 5,221 | $1.5M |
| Chapin Davis, Inc. | 0.49% | No change | 5,336 | $1.5M |
| Premier Path Wealth Partners, LLC | 0.23% | Add +0.2% | 5,212 | $1.5M |
| BKM Wealth Management, LLC | 0.62% | Add +0.0% | 5,202 | $1.5M |
| Goelzer Investment Management, Inc. | 0.09% | Reduce -6.9% | 5,201 | $1.5M |
| Courage Miller Partners, LLC | 0.51% | Reduce -0.0% | 5,186 | $1.5M |
| Asset Advisors Investment Management, LLC | 0.16% | Add +1.9% | 5,176 | $1.5M |
| Quest 10 Wealth Builders, Inc. | 1.49% | — | 5,173 | $1.5M |
| Wealthquest Corp | 0.12% | Add +0.0% | 5,168 | $1.5M |
| LBJ Family Wealth Advisors, Ltd. | 0.89% | Add +5.4% | 5,156 | $1.5M |
| Turn8 Private Wealth Inc. | 1.06% | — | 5,155 | $1.5M |
| Wealth Group Ltd | 0.43% | Reduce -0.8% | 5,135 | $1.5M |
| TBH Global Asset Management, LLC | 0.35% | Reduce -1.0% | 5,126 | $1.5M |
| Global Assets Advisory, LLC | 0.82% | Reduce -14.6% | 5,124 | $1.5M |
| IFG Advisors, LLC | 0.29% | Add +12.3% | 5,101 | $1.5M |
| Townsend Asset Management Corp. /NC/ | 0.54% | Reduce -0.0% | 5,099 | $1.5M |
| Wealthspire Retirement, LLC | 0.12% | Reduce -5.5% | 5,095 | $1.5M |
| Parthenon LLC | 0.18% | Add +3.0% | 5,090 | $1.5M |
| Woodard & Co. Asset Management Group Inc. | 0.32% | Add +9.3% | 5,081 | $1.5M |
| Winthrop Capital Management, LLC | 0.39% | Add +0.1% | 5,059 | $1.5M |
| Vestor Capital, LLC | 0.11% | Reduce -3.0% | 5,069 | $1.5M |
| Catalyst Private Wealth, LLC | 0.65% | No change | 5,058 | $1.5M |
| Covenant Asset Management, LLC | 0.32% | Reduce -2.7% | 5,050 | $1.5M |
| JGP Wealth Management, LLC | 0.19% | Add +23.8% | 5,049 | $1.5M |
| Accretive Wealth Partners, LLC | 0.62% | No change | 5,029 | $1.5M |
| Focused Wealth Management, Inc | 0.20% | Reduce -8.6% | 5,029 | $1.5M |
| King Wealth Management Group | 0.21% | No change | 5,021 | $1.5M |
| FourThought Financial Partners, LLC | 0.15% | Add +5.1% | 5,017 | $1.5M |
| Pacific Financial Group Inc. | 1.08% | Reduce -2.1% | 5,015 | $1.5M |
| AtlasMark Financial, Inc | 1.33% | No change | 5,000 | $1.4M |
| Parkside Investments, LLC | 0.22% | No change | 5,000 | $1.4M |
| Meridian Wealth Advisors, LLC | 0.24% | Add +8.2% | 4,994 | $1.4M |
| Frisch Financial Group, Inc. | 0.44% | Add +0.1% | 4,990 | $1.4M |
| Prosperity Consulting Group, LLC | 0.11% | Add +90.2% | 4,969 | $1.4M |
| Joel Adams & Associates, Inc. | 1.30% | — | 4,934 | $1.4M |
| Mason & Associates Inc | 0.34% | No change | 4,930 | $1.4M |
| Highline Wealth Partners LLC | 0.47% | Reduce -1.1% | 4,922 | $1.4M |
| Mogy Joel R Investment Counsel Inc. | 0.08% | Reduce -4.7% | 4,922 | $1.4M |
| Lauer Wealth, LLC | 0.95% | Add +13.4% | 4,912 | $1.4M |
| Perkins Coie Trust Co | 0.31% | Reduce -0.0% | 4,906 | $1.4M |
| Summit Investment Advisors, Inc. | 1.26% | — | 4,709 | $1.4M |
| Old North State Wealth Management, LLC | 0.79% | Add +2.2% | 4,874 | $1.4M |
| Integrity Alliance, Llc. | 0.15% | — | 4,858 | $1.4M |
| Grand Wealth Management, LLC | 0.78% | No change | 4,839 | $1.4M |
| HHM Wealth Advisors, LLC | 0.19% | Reduce -2.0% | 4,832 | $1.4M |
| Summit Financial Strategies, Inc. | 0.15% | Add +2.3% | 4,826 | $1.4M |
| Strategent Financial, LLC | 1.39% | — | 4,823 | $1.4M |
| Red Lighthouse Investment Management, LLC | 0.55% | Reduce -3.0% | 4,818 | $1.4M |
| Sensible Money, LLC | 0.61% | No change | 4,809 | $1.4M |
| Autumn Glory Partners, LLC | 0.68% | Add +13.9% | 4,806 | $1.4M |
| FSA Wealth Management LLC | 0.56% | Add +0.1% | 4,802 | $1.4M |
| Brick & Kyle, Associates | 0.59% | Add +0.5% | 4,801 | $1.4M |
| Vista Investment Management | 0.53% | Reduce -0.7% | 4,779 | $1.4M |
| Quadrant Private Wealth Management, LLC | 0.34% | Add +41.8% | 4,767 | $1.4M |
| Heritage Investment Group, Inc. | 0.26% | No change | 4,762 | $1.4M |
| Hubbell Strickland Wealth Management, LLC | 0.65% | Add +3.4% | 4,760 | $1.4M |
| Albion Financial Group | 0.09% | Reduce -1.1% | 4,758 | $1.4M |
| GAMMA Investing LLC | 0.12% | No change | 4,754 | $1.4M |
| Morton Capital Management LLC | 0.26% | Add +15.0% | 4,751 | $1.4M |
| Poehling Capital Management, INC. | 0.34% | No change | 4,748 | $1.4M |
| Ascent Group, LLC | 0.10% | Reduce -20.7% | 4,740 | $1.4M |
| Private Wealth Management Group, LLC | 0.53% | Add +0.1% | 4,736 | $1.4M |
| United Advisor Group, LLC | 0.27% | Reduce -5.1% | 4,729 | $1.4M |
| Financial Council, LLC | 0.71% | Reduce -1.1% | 4,722 | $1.4M |
| Compass Investment Advisers LLC | 3.97% | — | 4,715 | $1.4M |
| Arvest Bank Trust Division | 0.08% | Reduce -3.9% | 4,715 | $1.4M |
| Seneca Financial Advisors LLC | 0.68% | No change | 4,710 | $1.4M |
| BNP Paribas Financial Markets | 0.00% | Add +19.6% | 4,709 | $1.4M |
| Fortis Capital Advisors, LLC | 0.47% | No change | 4,897 | $1.4M |
| First Nebraska Trust Co | 0.13% | No change | 4,700 | $1.4M |
| Evelyn Partners Asset Management Ltd | 0.37% | — | 4,699 | $1.4M |
| Brandywine Oak Private Wealth LLC | 0.13% | Reduce -2.1% | 4,696 | $1.4M |
| Signify Wealth | 1.53% | Add +8.8% | 4,690 | $1.4M |
| Ridgewood Investments LLC | 0.66% | Reduce -5.1% | 4,688 | $1.4M |
| Solidarity Wealth, LLC | 0.35% | Add +3.2% | 4,686 | $1.4M |
| Access Financial Services, Inc. | 0.60% | Add +0.3% | 4,684 | $1.4M |
| North Ridge Wealth Advisors, Inc. | 0.94% | Reduce -6.8% | 4,679 | $1.4M |
| Breakwater Capital Group | 0.27% | Add +27.1% | 4,669 | $1.4M |
| ORBA Wealth Advisors, L.L.C. | 0.71% | No change | 4,667 | $1.4M |
| North Forty Two & Co. | 1.56% | — | 4,660 | $1.4M |
| Summit Asset Management, LLC | 0.24% | No change | 4,654 | $1.3M |
| Texas Capital Bank Wealth Management Services Inc | 0.14% | Reduce -7.9% | 4,649 | $1.3M |
| Archvest Wealth Advisors, Inc. | 0.97% | Reduce -5.5% | 4,636 | $1.3M |
| Macroview Investment Management LLC | 1.36% | Add +18.8% | 4,636 | $1.3M |
| ArborFi Advisors, LLC | 1.34% | — | 4,615 | $1.3M |
| Golden Road Advisors LLC | 1.01% | Add +39.5% | 4,607 | $1.3M |
| Beaumont Asset Management, L.L.C. | 0.77% | No change | 4,605 | $1.3M |
| Jeppson Wealth Management, LLC | 0.48% | Reduce -3.1% | 4,600 | $1.3M |
| Berkeley, Inc | 0.69% | Reduce -50.2% | 4,600 | $1.3M |
| 1776 Wealth LLC | 0.61% | No change | 4,591 | $1.3M |
| DecisionPoint Financial, LLC | 0.41% | Reduce -5.5% | 4,587 | $1.3M |
| Regency Capital Management Inc.\DE | 0.72% | Add +33.6% | 4,587 | $1.3M |
| Eq LLC | 0.62% | Reduce -0.5% | 4,584 | $1.3M |
| Grove Bank & Trust | 0.18% | Add +0.8% | 4,581 | $1.3M |
| Lake Street Private Wealth, LLC | 0.21% | Add +33.7% | 4,785 | $1.3M |
| Benchmark Wealth Management, LLC | 0.65% | Add +3.8% | 4,575 | $1.3M |
| Rathbones Group PLC | 0.01% | Add +4.4% | 4,559 | $1.3M |
| Ranch Capital Advisors Inc. | 0.62% | Add +5.5% | 4,555 | $1.3M |
| XY Planning Network, Inc. | 0.99% | — | 4,555 | $1.3M |
| GWN Securities Inc. | 0.35% | — | 4,397 | $1.3M |
| Amplius Wealth Advisors, LLC | 0.14% | Add +9.3% | 4,544 | $1.3M |
| Robinswood Financial LLC | 0.50% | Reduce -3.4% | 4,540 | $1.3M |
| KOM Wealth Management Group, LLC | 0.97% | Reduce -46.0% | 4,535 | $1.3M |
| Peninsula Wealth, LLC | 0.22% | Add +0.4% | 4,534 | $1.3M |
| Panoramic Capital Partners, LLC | 1.15% | — | 4,522 | $1.3M |
| Bill Few Associates, Inc. | 0.46% | No change | 4,522 | $1.3M |
| Golden State Wealth Management, LLC | 0.20% | — | 4,519 | $1.3M |
| Scotia Capital Inc. | 0.01% | Add +3.9% | 4,515 | $1.3M |
| Northwest Financial Advisors | 1.08% | Reduce -3.5% | 4,509 | $1.3M |
| OneAscent Wealth Management LLC | 0.54% | Reduce -4.0% | 4,502 | $1.3M |
| CFS Investment Advisory Services, LLC | 0.12% | Reduce -8.8% | 4,496 | $1.3M |
| Round Rock Advisors LLC | 0.27% | Add +0.1% | 4,496 | $1.3M |
| BCK Partners, Inc. | 0.80% | Reduce -22.2% | 4,496 | $1.3M |
| Spectrum Wealth Counsel, LLC | 0.15% | Add +7.6% | 4,485 | $1.3M |
| RAM Investment Partners, LLC | 0.32% | Add +1.8% | 4,467 | $1.3M |
| Arcadia Wealth Management, Inc. | 1.10% | — | 4,465 | $1.3M |
| Financial Freedom, LLC | 0.68% | Add +1.7% | 4,462 | $1.3M |
| Curran Financial Partners, LLC | 0.34% | Reduce -0.4% | 4,455 | $1.3M |
| Sunburst Financial Group, LLC | 0.32% | Reduce -8.9% | 4,450 | $1.3M |
| Journey Advisory Group, LLC | 0.15% | No change | 4,820 | $1.3M |
| Balanced Wealth Group LLC | 0.58% | Reduce -4.4% | 4,314 | $1.3M |
| Windsor Advisory Group, LLC | 1.50% | Add +137.4% | 4,442 | $1.3M |
| Concentrum Wealth Management | 0.45% | Add +0.5% | 4,439 | $1.3M |
| Financial Management Network Inc. | 0.27% | Add +1.2% | 4,388 | $1.3M |
| SFG Wealth Management, LLC. | 0.67% | Reduce -3.2% | 4,430 | $1.3M |
| Simplicity Wealth,LLC | 0.27% | Reduce -33.2% | 4,427 | $1.3M |
| SimpliFi, Inc. | 0.59% | Add +3.9% | 4,427 | $1.3M |
| Cahaba Wealth Management, Inc. | 0.11% | Reduce -1.1% | 4,414 | $1.3M |
| Farmers Trust Co. | 0.24% | No change | 4,404 | $1.3M |
| HF Advisory Group, LLC | 0.59% | Add +0.5% | 4,397 | $1.3M |
| Christopher J. Hasenberg, Inc | 0.51% | Add +4.8% | 4,392 | $1.3M |
| Blueprint Investment Partners LLC | 0.20% | Reduce -4.0% | 4,390 | $1.3M |
| IAG Wealth Partners, LLC | 0.22% | Reduce -3.7% | 4,374 | $1.3M |
| Financial Symmetry Inc | 0.86% | Add +0.6% | 4,373 | $1.3M |
| Intergy Private Wealth, LLC | 0.47% | Reduce -3.7% | 4,363 | $1.3M |
| Creative Capital Management Investments LLC | 0.53% | Add +1.2% | 4,362 | $1.3M |
| TD Asset Management Inc | 0.00% | Add +28.1% | 4,359 | $1.3M |
| Wescott Financial Advisory Group, LLC | 0.13% | Reduce -5.7% | 4,345 | $1.3M |
| Baltimore-Washington Financial Advisors, Inc. | 0.07% | Reduce -4.0% | 4,335 | $1.3M |
| Cross Staff Investments Inc | 0.88% | Add +0.1% | 4,334 | $1.3M |
| Acorn Financial Advisory Services Inc. | 0.21% | Add +7.5% | 4,334 | $1.3M |
| Regatta Capital Group, LLC | 0.24% | Reduce -4.8% | 4,333 | $1.3M |
| Aveo Capital Partners, LLC | 0.14% | Reduce -0.0% | 4,324 | $1.3M |
| Pursue Wealth Partners LLC | 0.72% | Add +0.8% | 4,318 | $1.3M |
| Wealth Dimensions Group, Ltd. | 0.30% | Add +3.7% | 4,292 | $1.2M |
| Capital Asset Advisory Services LLC | 0.06% | Reduce -3.4% | 4,243 | $1.2M |
| Cornerstone Advisory, LLC | 0.14% | Reduce -0.9% | 4,118 | $1.2M |
| Opal Wealth Advisors, LLC | 0.37% | No change | 4,279 | $1.2M |
| Bernardo Wealth Planning LLC | 0.30% | Add +3.0% | 4,302 | $1.2M |
| Fragasso Financial Advisors Inc | 0.09% | Add +0.4% | 4,252 | $1.2M |
| Everpar Advisors LLC | 0.62% | Add +1.2% | 4,251 | $1.2M |
| Gradient Capital Advisors, LLC | 0.40% | Reduce -3.4% | 4,238 | $1.2M |
| Atlantic Union Bankshares Corp | 0.07% | Reduce -1.5% | 4,238 | $1.2M |
| Nicolet Advisory Services, LLC | 0.11% | Add +12.4% | 4,237 | $1.2M |
| Kaye Capital Management | 0.55% | Add +0.1% | 4,199 | $1.2M |
| Defined Wealth Management, LLC | 0.81% | Reduce -0.9% | 4,198 | $1.2M |
| TKG Advisors, LLC | 0.56% | Reduce -7.9% | 4,037 | $1.2M |
| Eley Financial Management, Inc | 0.47% | No change | 4,192 | $1.2M |
| Ridgecrest Wealth Partners, LLC | 0.66% | Reduce -1.9% | 4,185 | $1.2M |
| Mattern Capital Management, LLC | 0.16% | No change | 4,179 | $1.2M |
| CRA Financial Services, LLC | 0.21% | Add +9.6% | 4,168 | $1.2M |
| Cornerstone Capital, Inc. | 0.13% | Add +12.2% | 4,166 | $1.2M |
| Performance Wealth Partners, LLC | 0.04% | Reduce -1.6% | 4,163 | $1.2M |
| Russell Investments Group, Ltd. | 0.00% | Add +24.7% | 4,161 | $1.2M |
| New World Advisors LLC | 0.29% | Add +6.0% | 4,156 | $1.2M |
| Cidel Asset Management Inc. | 0.08% | No change | 4,155 | $1.2M |
| Searcy Financial Services Inc. | 0.56% | No change | 4,153 | $1.2M |
| Ally Invest Advisors Inc. | 0.10% | Add +4.7% | 4,151 | $1.2M |
| Cadinha & Co. LLC | 0.20% | Reduce -2.5% | 4,144 | $1.2M |
| Global Financial Private Client, LLC | 0.45% | Add +668.8% | 4,144 | $1.2M |
| Bridges Investment Management Inc. | 0.02% | Reduce -1.3% | 4,144 | $1.2M |
| Kelleher Financial Advisors | 0.45% | Reduce -4.8% | 4,134 | $1.2M |
| Parkshore Wealth Management, Inc. | 0.72% | — | 4,122 | $1.2M |
| Uptick Partners, LLC | 0.43% | Add +24.2% | 4,097 | $1.2M |
| GDS Wealth Management | 0.11% | Add +7.6% | 4,089 | $1.2M |
| Hudock, Inc. | 0.21% | Reduce -1.2% | 4,083 | $1.2M |
| WealthShield Partners, LLC | 0.17% | Add +9.3% | 4,081 | $1.2M |
| ODonnell Financial Services, LLC | 0.49% | No change | 4,201 | $1.2M |
| Silver Oak Wealth Advisors Services, LLC | 1.02% | — | 4,073 | $1.2M |
| Oakworth Capital, Inc. | 0.08% | No change | 4,069 | $1.2M |
| TrinityPoint Wealth, LLC | 0.17% | Add +56.5% | 4,059 | $1.2M |
| Brown Wealth Management, LLC | 0.42% | Reduce -5.0% | 4,054 | $1.2M |
| BigSur Wealth Management LLC | 0.34% | No change | 4,053 | $1.2M |
| EPG Wealth Management LLC | 0.31% | Add +0.1% | 4,048 | $1.2M |
| Aletheian Wealth Advisors LLC | 0.69% | Reduce -5.7% | 4,043 | $1.2M |
| Apexium Financial, LP | 0.07% | Add +1.4% | 4,029 | $1.2M |
| Creative Financial Designs Inc. | 0.09% | Add +4.5% | 4,029 | $1.2M |
| Hengehold Capital Management LLC | 0.11% | Add +21.1% | 4,025 | $1.2M |
| Appleton Partners Inc. | 0.09% | No change | 4,012 | $1.2M |
| Cornerstone Advisors Asset Management, LLC | 0.25% | Add +6.1% | 4,005 | $1.2M |
| Fischer Financial Services, Inc. | 0.37% | — | 4,000 | $1.2M |
| ARS Wealth Advisors Group, LLC | 0.16% | Reduce -5.4% | 3,996 | $1.2M |
| Hurley Capital, LLC | 0.93% | — | 3,950 | $1.2M |
| Caitlin John, LLC | 0.79% | Add +0.4% | 3,993 | $1.2M |
| Greenwich Wealth Management LLC | 0.08% | No change | 3,985 | $1.2M |
| First National Corp. /Ma/ | 0.26% | Reduce -0.1% | 3,981 | $1.2M |
| Wealth Management Nebraska | 0.19% | — | 3,980 | $1.2M |
| Paragon Capital Management Inc. | 0.90% | Add +1.5% | 3,964 | $1.1M |
| Key Client Fiduciary Advisors, LLC | 0.51% | Add +2.6% | 3,945 | $1.1M |
| Centurion Wealth Management LLC | 0.36% | No change | 3,939 | $1.1M |
| Aaron Wealth Advisors LLC | 0.13% | No change | 3,934 | $1.1M |
| Quotient Wealth Partners, LLC | 0.04% | Add +7.1% | 3,932 | $1.1M |
| Financial Advisors Network, Inc. | 0.19% | — | 3,927 | $1.1M |
| New Century Financial Group, LLC | 0.48% | Reduce -2.6% | 3,875 | $1.1M |
| Benin Management CORP | 0.31% | Add +0.8% | 3,914 | $1.1M |
| Ridgeline Wealth Planning, LLC | 1.08% | — | 3,904 | $1.1M |
| Tidemark, LLC | 0.43% | Add +4.5% | 3,896 | $1.1M |
| Unison Advisors LLC | 0.13% | Add +2.9% | 3,893 | $1.1M |
| Colonial Trust Advisors | 0.10% | Reduce -1.3% | 3,887 | $1.1M |
| Pathway Financial Advisors LLC | 0.26% | Reduce -7.2% | 3,884 | $1.1M |
| Sequent Asset Management, LLC | 0.55% | No change | 3,881 | $1.1M |
| Evergreen Advisors, LLC | 0.31% | Add +0.6% | 3,874 | $1.1M |
| Key Financial Inc | 0.25% | Add +0.5% | 3,867 | $1.1M |
| Farrell Financial LLC | 0.80% | Add +0.7% | 3,863 | $1.1M |
| Essex LLC | 0.23% | Reduce -0.9% | 3,851 | $1.1M |
| Citrine Capital LLC | 0.82% | — | 3,847 | $1.1M |
| Aspire Private Capital, LLC | 0.28% | Reduce -5.0% | 3,826 | $1.1M |
| Able Wealth Management LLC | 0.73% | Add +157.9% | 3,822 | $1.1M |
| Shepherd Financial Partners LLC | 0.13% | Add +0.1% | 3,819 | $1.1M |
| Davidson Investment Advisors | 0.05% | No change | 3,818 | $1.1M |
| Spinnaker Trust | 0.07% | Add +0.7% | 3,805 | $1.1M |
| Chesapeake Wealth Management | 0.38% | New | 3,803 | $1.1M |
| Mechanics Bank Trust Department | 0.15% | Add +46.1% | 3,800 | $1.1M |
| Disciplined Investors, L.L.C. | 1.06% | — | 3,812 | $1.1M |
| F&V Capital Management, LLC | 0.29% | Add +79.2% | 3,780 | $1.1M |
| Accelerate Investment Advisors LLC | 0.97% | Add +5.9% | 3,778 | $1.1M |
| Chatham Capital Group, Inc. | 0.18% | No change | 3,775 | $1.1M |
| Curated Wealth Partners LLC | 0.12% | Add +55.8% | 3,774 | $1.1M |
| DMKC Advisory Services, LLC | 0.99% | — | 3,760 | $1.1M |
| Parsons Capital Management Inc. | 0.06% | Add +8.3% | 3,755 | $1.1M |
| Vectors Research Management, LLC | 0.37% | Reduce -5.3% | 3,752 | $1.1M |
| Hourglass Capital, LLC | 0.30% | No change | 3,750 | $1.1M |
| Pittenger & Anderson Inc. | 0.04% | Reduce -1.0% | 3,746 | $1.1M |
| Vermillion Wealth Management, Inc. | 0.56% | — | 3,745 | $1.1M |
| Sage Capital Advisors,llc | 0.28% | Add +0.6% | 3,738 | $1.1M |
| Fairscale Capital, LLC | 0.93% | Add +0.3% | 3,732 | $1.1M |
| Sage Investment Counsel LLC | 1.41% | — | 3,724 | $1.1M |
| Gutierrez Wealth Advisory, LLC | 0.89% | — | 3,714 | $1.1M |
| PYA Waltman Capital, LLC | 0.35% | No change | 3,713 | $1.1M |
| Birchcreek Wealth Management, LLC | 0.67% | No change | 3,707 | $1.1M |
| Capital Management Associates, Inc | 0.40% | Reduce -1.0% | 3,699 | $1.1M |
| Transform Wealth, LLC | 0.06% | Reduce -77.0% | 3,696 | $1.1M |
| Summit Wealth Partners, LLC | 0.22% | Reduce -0.6% | 3,690 | $1.1M |
| Prosperity Planning, Inc. | 0.49% | Reduce -2.9% | 3,681 | $1.1M |
| Cornerstone Wealth Advisors, Inc. | 0.29% | Reduce -0.6% | 3,679 | $1.1M |
| Seven Springs Wealth Group, LLC | 0.41% | Add +1.3% | 3,676 | $1.1M |
| GG Group Ventures, LLC | 1.40% | Reduce -0.1% | 3,673 | $1.1M |
| 10Elms LLP | 1.33% | — | 3,668 | $1.1M |
| Darden Wealth Group Inc | 0.72% | Reduce -0.8% | 3,666 | $1.1M |
| Delta Financial Group, Inc. | 0.25% | New | 3,658 | $1.1M |
| First Pacific Financial | 0.25% | Add +42.9% | 3,637 | $1.1M |
| Mason Investment Advisory Services, Inc. | 0.06% | Add +6.1% | 3,625 | $1.1M |
| Loudon Investment Management, LLC | 0.60% | Add +5.8% | 3,622 | $1.0M |
| Bollard Group LLC | 0.03% | Add +0.6% | 3,617 | $1.0M |
| Alpha Financial Partners LLC | 0.83% | New | 3,616 | $1.0M |
| Cassady Schiller Wealth Management, LLC | 0.38% | Add +5.5% | 3,610 | $1.0M |
| Fortune 45 LLC | 0.68% | Add +0.6% | 3,594 | $1.0M |
| Alpha Omega Group, Inc. | 1.23% | Reduce -2.1% | 3,594 | $1.0M |
| Front Street Capital Management, Inc. | 0.18% | Add +0.0% | 3,585 | $1.0M |
| Reyes Financial Architecture, Inc. | 0.82% | — | 3,582 | $1.0M |
| Westbourne Investments, Inc. | 0.61% | — | 3,582 | $1.0M |
| Spreng Capital Management, Inc. | 0.46% | No change | 3,564 | $1.0M |
| Alliance Wealth Advisors, LLC | 0.59% | Add +10.1% | 3,560 | $1.0M |
| Advance Capital Management, Inc. | 0.05% | Reduce -0.4% | 3,555 | $1.0M |
| Clarity Financial LLC | 0.12% | Reduce -11.7% | 3,550 | $1.0M |
| My Legacy Advisors, LLC | 0.40% | Reduce -0.7% | 3,501 | $1.0M |
| Lutz Financial Services LLC | 0.08% | Reduce -3.5% | 3,535 | $1.0M |
| West Michigan Advisors, LLC | 0.31% | Reduce -0.3% | 3,531 | $1.0M |
| O'Connor Financial Group LLC | 0.53% | Reduce -20.1% | 3,524 | $1.0M |
| Millennium Management | 0.00% | Reduce -78.4% | 3,510 | $1.0M |
| Shira Ridge Wealth Management | 0.50% | Reduce -4.6% | 3,507 | $1.0M |
| Brickley Wealth Management | 0.21% | Add +6.2% | 3,502 | $1.0M |
| Armstrong Henry H Associates Inc. | 0.10% | No change | 3,500 | $1.0M |
| Bourgeon Capital Management LLC | 0.19% | No change | 3,498 | $1.0M |
| Aire Advisors, LLC | 0.21% | Add +75.5% | 3,488 | $1.0M |
| Port Capital LLC | 0.05% | No change | 3,486 | $1.0M |
| Radnor Capital Management, LLC | 0.17% | Reduce -15.4% | 3,482 | $1.0M |
| Constant Guidance Financial LLC | 0.87% | New | 3,476 | $1.0M |
| Hancock Whitney Corp. | 0.03% | No change | 3,471 | $1.0M |
| Clayton Financial Group LLC | 0.36% | Add +3.4% | 3,462 | $1.0M |
| Strata Wealth Advisors, LLC | 0.31% | Add +3.3% | 3,458 | $1.0M |
| Prudent Man Investment Management, Inc. | 0.55% | — | 3,443 | $998K |
| Flower City Capital | 0.61% | Reduce -6.7% | 3,442 | $998K |
| Claris Advisors, LLC / Mo / | 0.37% | Add +0.3% | 3,436 | $996K |
| Two Sigma Securities, LLC | 0.18% | Reduce -53.1% | 3,434 | $995K |
| Matrix Asset Advisors Inc. | 0.11% | No change | 3,417 | $990K |
| Moneywise, Inc. | 0.50% | Add +35.3% | 3,414 | $989K |
| GHP Investment Advisors, Inc. | 0.05% | Add +20.8% | 3,397 | $984K |
| Burney Co./ | 0.03% | Reduce -0.5% | 3,389 | $982K |
| Keystone Wealth Services, LLC | 0.26% | Add +4.4% | 3,387 | $982K |
| Fidelity D & D Bancorp Inc. | 0.65% | Add +0.1% | 3,369 | $976K |
| Whalerock Point Partners, LLC | 0.23% | No change | 3,368 | $976K |
| USA Financial Formulas | 0.15% | Reduce -5.4% | 3,366 | $976K |
| Eagle Strategies LLC | 0.17% | Add +0.4% | 3,364 | $975K |
| Unionview, LLC | 0.71% | Add +1.3% | 3,352 | $972K |
| Harbor Advisory Corp. | 0.32% | Reduce -12.1% | 3,347 | $970K |
| Cora Capital Advisors LLC | 0.47% | Add +0.6% | 3,346 | $970K |
| Midwest Financial Group LLC | 0.56% | Add +2.9% | 3,342 | $969K |
| Aspen Wealth Management LLC | 0.29% | Reduce -37.8% | 3,338 | $967K |
| Strategic Equity Management | 0.41% | Add +36.5% | 3,336 | $967K |
| Affinity Wealth Management LLC | 0.17% | Add +72.5% | 3,329 | $965K |
| Richard P Slaughter Associates Inc | 0.22% | Reduce -6.7% | 3,320 | $962K |
| Vista Investment Partners Ii, LLC | 0.57% | — | 3,318 | $962K |
| Vision Capital Management, Inc. | 0.14% | Reduce -4.5% | 3,308 | $959K |
| Forefront Wealth Partners, LLC | 0.71% | — | 3,305 | $958K |
| Hilltop National Bank | 0.29% | Add +2.3% | 3,302 | $957K |
| Opulen Financial Group LLC | 0.87% | — | 3,300 | $956K |
| V2 Financial group LLC | 0.58% | No change | 3,300 | $956K |
| FreeGulliver LLC | 0.50% | Reduce -3.4% | 3,299 | $956K |
| Sheets Smith Wealth Management | 0.12% | Reduce -46.4% | 3,299 | $956K |
| Magnolia Private Wealth, LLC | 0.85% | — | 3,299 | $956K |
| Oregon Pacific Wealth Management, LLC | 0.94% | — | 3,294 | $955K |
| Brightwater Advisory LLC | 0.75% | Reduce -3.0% | 3,294 | $955K |
| Pointe Capital Management LLC | 0.55% | Add +1.4% | 3,286 | $952K |
| Hoxton Planning & Management, LLC | 0.36% | Add +13.6% | 3,284 | $952K |
| Heritage Wealth Management, Inc. | 0.32% | Add +23.8% | 3,282 | $951K |
| Wolfstich Capital, LLC | 0.84% | — | 3,262 | $945K |
| BankPlus Wealth Management LLC | 0.70% | — | 3,260 | $945K |
| Sara-Bay Financial | 0.35% | Add +31.2% | 3,245 | $944K |
| Florida Financial Advisors, LLC | 0.42% | Reduce -0.8% | 3,256 | $944K |
| Union Savings Bank | 0.46% | Reduce -1.4% | 3,250 | $942K |
| Boltwood Capital Management | 0.29% | Reduce -1.5% | 3,246 | $941K |
| American National Bank & Trust | 0.10% | Reduce -29.1% | 3,236 | $938K |
| Northstar Financial Companies, Inc. | 0.89% | — | 3,234 | $937K |
| Fairway Wealth LLC | 0.42% | Add +0.6% | 3,224 | $934K |
| Friday Financial | 0.64% | — | 3,222 | $934K |
| Rowlandmiller & Partners.adv | 0.19% | Add +4.2% | 3,216 | $932K |
| Poinciana Advisors Group, LLC | 0.94% | — | 3,214 | $931K |
| Armbruster Capital Management, Inc. | 0.19% | Add +2.6% | 3,213 | $931K |
| Discipline Wealth Solutions, LLC | 0.43% | Reduce -5.4% | 3,206 | $929K |
| Kraft Asset Management, LLC | 0.72% | New | 3,156 | $927K |
| Sovereign Financial Group, Inc. | 0.21% | Add +37.5% | 3,183 | $923K |
| Trustmark Bank Trust Department | 0.07% | Reduce -0.6% | 3,177 | $921K |
| Smith Chas P & Associates Pa Cpas | 0.05% | Add +4.5% | 3,175 | $920K |
| Maia Wealth LLC | 0.20% | Add +3.0% | 3,084 | $916K |
| Southern Style Financial, Inc. | 0.74% | — | 3,144 | $911K |
| Kaufman Rossin Wealth, LLC | 0.94% | — | 3,140 | $910K |
| Creegan & Nassoura Financial Group, LLC | 0.61% | No change | 3,140 | $910K |
| Members Trust Co | 0.03% | Reduce -1.4% | 3,140 | $910K |
| Wealthedge Investment Advisors, LLC | 0.41% | — | 3,136 | $909K |
| Bennett Selby Investments LP | 0.36% | No change | 3,127 | $906K |
| Peak Asset Management, LLC | 0.17% | Reduce -3.7% | 3,125 | $906K |
| Buttonwood Financial Advisors Inc. | 0.40% | Add +64.1% | 3,125 | $906K |
| Brown, Lisle/Cummings, Inc. | 0.27% | Reduce -4.1% | 3,125 | $906K |
| Grant/GrossMendelsohn, LLC | 0.47% | Add +9.6% | 3,123 | $905K |
| Warner Financial, Inc. | 0.39% | Add +2.4% | 3,124 | $905K |
| Foster & Motley Inc. | 0.06% | Add +0.9% | 3,110 | $901K |
| Compton Wealth Advisory Group, LLC | 0.23% | Reduce -47.6% | 3,105 | $900K |
| Bank of Marin | 0.71% | Reduce -0.8% | 3,098 | $898K |
| Carson Advisory Inc. | 0.62% | No change | 3,068 | $889K |
| Winebrenner Capital Management LLC | 0.68% | — | 3,068 | $889K |
| Cedar Point Capital Partners, LLC | 0.60% | Reduce -0.3% | 3,066 | $889K |
| Jackson Wealth Management, LLC | 0.10% | Add +19.8% | 3,065 | $888K |
| Envision Financial Planning, LLC | 0.46% | Add +4.0% | 3,061 | $887K |
| Reynders McVeigh Capital Management, LLC | 0.05% | Add +11.7% | 3,057 | $886K |
| Verity Asset Management, Inc. | 0.50% | Reduce -70.0% | 3,503 | $884K |
| Kaizen Financial Strategies | 0.50% | Reduce -8.5% | 3,049 | $884K |
| Armor Investment Advisors, LLC | 0.36% | No change | 3,046 | $883K |
| Sawyer & Company, Inc | 0.33% | Add +4.3% | 3,044 | $882K |
| Trinity Wealth Management, LLC | 0.40% | Add +25.2% | 3,039 | $881K |
| Fortitude Family Office, LLC | 0.31% | Add +0.0% | 3,032 | $879K |
| Murphy & Mullick Capital Management Corp | 0.81% | — | 3,029 | $878K |
| Resurgent Financial Advisors LLC | 0.52% | Reduce -0.8% | 3,027 | $877K |
| Triune Financial Partners, LLC | 0.28% | Add +79.8% | 3,023 | $876K |
| Fidelis Capital Partners, LLC | 0.09% | New | 2,955 | $876K |
| Bank of New Hampshire | 0.22% | Add +10.2% | 3,015 | $874K |
| Clark Financial Services Group Inc. | 0.67% | Add +252.7% | 3,012 | $873K |
| Vested Financial Planning, LLC | 0.83% | — | 3,012 | $873K |
| Riverview Trust Co | 0.79% | Reduce -45.1% | 3,004 | $871K |
| Inspirion Wealth Advisors, LLC | 0.12% | Add +34.5% | 2,983 | $869K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.32% | Reduce -7.5% | 2,996 | $868K |
| Optimum Investment Advisors | 0.38% | Add +36.4% | 2,974 | $862K |
| Cathy Pareto & Associates, Inc. | 0.79% | — | 2,969 | $860K |
| ESL Trust Services, LLC | 0.19% | Add +23.5% | 2,965 | $859K |
| Noesis Capital Mangement Corp. | 0.16% | Reduce -6.0% | 2,965 | $859K |
| Rossby Financial, LCC | 0.54% | — | 2,960 | $858K |
| Tandem Capital Management Corp. | 0.46% | No change | 2,959 | $858K |
| Dimension Capital Management LLC | 0.14% | No change | 2,959 | $858K |
| Harbor Group, Inc. | 0.19% | Reduce -2.6% | 2,954 | $856K |
| River Wealth Advisors LLC | 0.11% | Add +16.2% | 2,950 | $855K |
| Lowe Brockenbrough & Co. Inc. | 0.05% | No change | 2,947 | $854K |
| Channel Wealth LLC | 0.28% | Add +1.2% | 2,944 | $853K |
| Hudson Capital Management LLC | 0.27% | Reduce -1.2% | 2,936 | $851K |
| Power Wealth Management LLC | 0.35% | No change | 2,923 | $847K |
| SlateStone Wealth, LLC | 0.08% | No change | 2,920 | $846K |
| Ironwood Investment Counsel, LLC | 0.14% | Reduce -4.8% | 2,916 | $845K |
| Texas Bank & Trust Co | 0.35% | — | 2,914 | $845K |
| Peachtree Investment Partners, LLC | 0.32% | Reduce -1.1% | 2,911 | $844K |
| Checchi Capital Advisers, LLC | 0.06% | Add +1.0% | 2,904 | $842K |
| Aldebaran Financial Inc. | 0.98% | Reduce -10.0% | 2,886 | $839K |
| LBMC Investment Advisors, LLC | 0.07% | Reduce -1.2% | 2,892 | $838K |
| Ibex Wealth Advisors | 0.10% | New | 2,892 | $838K |
| Liberty Square Wealth Partners LLC | 0.31% | — | 2,775 | $838K |
| S&co Inc. | 0.06% | No change | 2,882 | $835K |
| Walled Lake Planning & Wealth Management, LLC | 0.31% | Add +1.8% | 2,880 | $835K |
| Bay Capital Advisors, LLC | 0.67% | — | 2,880 | $835K |
| Calamos Wealth Management LLC | 0.04% | Add +8.1% | 2,878 | $834K |
| JB Capital LLC | 0.05% | Add +5.9% | 2,876 | $834K |
| Ifrah Financial Services, Inc. | 0.23% | Reduce -31.8% | 2,859 | $828K |
| Shorepath Capital Management LLC | 0.59% | No change | 2,855 | $827K |
| Anchor Pointe Wealth Management, LLC | 1.08% | — | 2,845 | $827K |
| Mountain Pacific Investment Advisers LLC | 0.06% | Reduce -1.4% | 2,843 | $824K |
| Family Investment Center, Inc. | 0.21% | Reduce -17.6% | 2,830 | $820K |
| Lee Danner & Bass Inc. | 0.06% | No change | 2,827 | $819K |
| Van Den Berg Management I, Inc. | 0.24% | Reduce -2.8% | 2,821 | $818K |
| Agate Pass Investment Management, LLC | 0.37% | No change | 2,819 | $817K |
| Keystone Financial Services | 0.31% | Reduce -1.7% | 2,817 | $817K |
| PAX Financial Group, LLC | 0.15% | Reduce -5.1% | 2,813 | $815K |
| New England Professional Planning Group Inc. | 0.40% | No change | 2,804 | $813K |
| Main Street Research LLC | 0.05% | New | 2,801 | $812K |
| Atlantic Edge Private Wealth Management, LLC | 0.25% | Add +1.4% | 2,799 | $811K |
| IMPACTfolio, LLC | 0.42% | Reduce -0.6% | 2,798 | $811K |
| North Berkeley Wealth Management, LLC | 0.82% | — | 2,790 | $809K |
| Per Stirling Capital Management, LLC. | 0.11% | Reduce -10.9% | 2,782 | $806K |
| Lathrop Investment Management Co. | 0.15% | Reduce -9.6% | 2,782 | $806K |
| Riverstone Advisors, LLC | 0.46% | Add +6.2% | 2,778 | $805K |
| Capital Planning Advisors, LLC | 0.12% | No change | 2,775 | $804K |
| Physician Wealth Solutions Inc. | 0.40% | No change | 2,771 | $803K |
| Emerald Advisors, LLC | 0.11% | Reduce -0.5% | 2,770 | $803K |
| DGS Capital Management, LLC | 0.20% | Add +35.9% | 2,770 | $803K |
| Curio Wealth, LLC | 0.43% | — | 2,762 | $800K |
| Whitaker-Myers Wealth Managers, LTD. | 0.23% | Reduce -60.3% | 2,762 | $800K |
| WP Advisors, LLC | 0.27% | Add +0.6% | 2,760 | $800K |
| Investor's Fiduciary Advisor Network, LLC | 0.31% | — | 2,753 | $797K |
| Mason & Associates, LLC | 0.24% | Reduce -0.5% | 2,749 | $797K |
| Baxter Bros Inc. | 0.10% | Add +0.1% | 2,743 | $795K |
| Tucker Asset Management LLC | 0.18% | Reduce -30.2% | 2,742 | $795K |
| San Luis Wealth Advisors LLC | 0.15% | Reduce -0.7% | 2,735 | $793K |
| Towercrest Capital Management | 0.13% | Reduce -1.9% | 2,722 | $789K |
| Alliance Wealth Management Group | 0.21% | Reduce -1.9% | 2,721 | $789K |
| RiverGlades Family Offices LLC | 0.56% | Add +22.6% | 2,713 | $786K |
| Donor Advised Charitable Giving, Inc. | 0.02% | Add +14.5% | 2,702 | $783K |
| Flagstone Financial Management | 0.26% | Add +69.9% | 2,702 | $783K |
| Legacy Investment Solutions, LLC | 0.51% | Reduce -12.3% | 2,627 | $783K |
| Legacy Wealth Managment, LLC | 0.51% | Reduce -12.3% | 2,627 | $783K |
| Flavin Financial Services, Inc. | 0.74% | — | 2,693 | $780K |
| Shared Vision Wealth Group LLC | 0.41% | No change | 2,683 | $777K |
| Chico Wealth RIA | 0.68% | Reduce -23.1% | 2,681 | $777K |
| Legacy Advisors, LLC | 0.08% | Add +76.7% | 2,675 | $775K |
| Greenwood Capital Associates LLC | 0.10% | Add +1.3% | 2,671 | $774K |
| Stegner Investment Associates Inc. | 0.51% | New | 2,666 | $773K |
| All Terrain Financial Advisors, LLC | 0.30% | Reduce -4.6% | 2,658 | $770K |
| Jefferies Financial Group Inc. | 0.01% | Add +38.3% | 2,653 | $769K |
| Altus Wealth Group LLC | 0.34% | Add +0.1% | 2,653 | $769K |
| Afg Fiduciary Services Limited Partnership | 0.55% | Reduce -4.4% | 2,617 | $769K |
| Sandbox Financial Partners, LLC | 0.26% | Reduce -2.3% | 2,649 | $768K |
| Destination Wealth Management | 0.02% | Reduce -18.4% | 2,648 | $767K |
| Gilliland Jeter Wealth Management LLC | 0.26% | Reduce -0.4% | 2,646 | $767K |
| Intrinsic Value Partners, LLC | 0.77% | No change | 2,643 | $766K |
| Elmwood Wealth Management, Inc. | 0.31% | Reduce -7.3% | 2,636 | $764K |
| Carnegie Lake Advisors LLC | 0.31% | No change | 2,637 | $764K |
| Legacy Trust | 0.18% | Reduce -0.6% | 2,630 | $762K |
| Evolution Wealth Advisors, LLC | 0.13% | Add +3.3% | 2,629 | $762K |
| Altfest L J & Co. Inc. | 0.10% | Reduce -1.7% | 2,629 | $762K |
| Legacy Financial Group LLC | 0.12% | New | 2,626 | $761K |
| Ervin Investment Management, LLC | 0.49% | Reduce -0.1% | 2,616 | $758K |
| Southeast Asset Advisors, LLC | 0.09% | Add +0.3% | 2,615 | $758K |
| DF Dent & Co. Inc. | 0.01% | No change | 2,615 | $758K |
| Tilia Fiduciary Partners, Inc. | 0.51% | New | 2,602 | $754K |
| Ground Swell Capital, LLC | 1.64% | New | 2,601 | $754K |
| Ridgeline Wealth, LLC | 0.61% | — | 2,599 | $753K |
| Wealth Advisors Northwest LLC | 0.51% | — | 2,585 | $749K |
| Mairs & Power Inc. | 0.01% | Add +207.0% | 2,585 | $749K |
| Investment Planning Advisors, Inc. | 0.33% | Reduce -2.7% | 2,572 | $745K |
| Knightsbridge Asset Management, LLC | 0.17% | Add +0.4% | 2,567 | $744K |
| Van Hulzen Asset Management, LLC | 0.05% | Reduce -3.9% | 2,563 | $743K |
| Praetorian Wealth Management, Inc. | 0.18% | New | 2,562 | $742K |
| Teachers Insurance & Annuity Association of America | 0.98% | Add +0.9% | 2,561 | $742K |
| Transcendent Capital Group LLC | 0.38% | Reduce -10.0% | 2,555 | $740K |
| Meridian Financial Partners LLC | 0.39% | Reduce -7.4% | 2,553 | $740K |
| Aprio Wealth Management, LLC | 0.11% | Add +0.4% | 2,551 | $739K |
| Ullmann Wealth Partners Group, LLC | 0.10% | Add +3.4% | 2,550 | $739K |
| Nixon Peabody Trust Co. | 0.06% | Reduce -21.6% | 2,548 | $738K |
| Marietta Wealth Management, LLC | 0.11% | Reduce -5.4% | 2,544 | $737K |
| Goldstein Advisors, LLC | 0.11% | Add +13.3% | 2,539 | $736K |
| Gallagher Fiduciary Advisors, LLC | 0.14% | Add +42.1% | 2,539 | $736K |
| Pennsylvania Capital Management Inc. | 0.25% | Reduce -0.8% | 2,537 | $735K |
| Graney & King, LLC | 0.56% | — | 2,536 | $735K |
| Riversedge Advisors, LLC | 0.17% | Add +0.2% | 2,530 | $733K |
| Fairfield, Bush & Co. | 0.43% | Reduce -19.6% | 2,527 | $732K |
| Delta Asset Management LLC | 0.07% | No change | 2,527 | $732K |
| Beckerman Institutional, LLC | 0.58% | Reduce -1.3% | 2,515 | $729K |
| Park Square Financial Group, LLC | 0.50% | — | 2,513 | $728K |
| Halter Ferguson Financial Inc. | 0.31% | Reduce -52.7% | 2,507 | $727K |
| Providence Capital Advisors, LLC | 0.15% | No change | 2,503 | $725K |
| Fishman Jay A Ltd. | 0.07% | No change | 2,500 | $725K |
| Deutsche Bank AG | 0.00% | Reduce -15.4% | 2,500 | $725K |
| Condor Capital Management | 0.06% | Add +98.3% | 2,497 | $724K |
| Capital Advantage, Inc. | 0.13% | New | 2,497 | $724K |
| CM Wealth Advisors LLC | 0.24% | No change | 2,495 | $723K |
| Great Waters Wealth Management | 0.09% | Add +1.0% | 2,492 | $722K |
| Broadleaf Partners, LLC | 0.17% | Reduce -19.6% | 2,491 | $722K |
| Stenger Family Office, LLC | 0.25% | — | 2,489 | $721K |
| Ruggaard & Associates LLC | 0.32% | Reduce -0.1% | 2,481 | $719K |
| BlueStem Wealth Partners, LLC | 0.09% | — | 2,479 | $719K |
| Abacus Wealth Partners, LLC | 0.11% | Reduce -11.3% | 2,479 | $719K |
| Twelve Points Wealth Management LLC | 0.21% | Reduce -29.8% | 2,478 | $718K |
| Wise Wealth Partners | 1.77% | — | 2,475 | $717K |
| True Link Financial Advisors, LLC | 0.06% | Add +96.4% | 2,473 | $717K |
| First Community Trust NA | 0.51% | Add +0.4% | 2,470 | $716K |
| Bienville Capital Management, LLC | 0.17% | No change | 2,463 | $714K |
| Venturi Wealth Management, LLC | 0.04% | Add +1.4% | 2,457 | $712K |
| HighMark Wealth Management LLC | 0.41% | Add +0.9% | 2,450 | $710K |
| Prairie Wealth Advisors, Inc. | 0.34% | No change | 2,448 | $709K |
| Alexander Labrunerie & Co., Inc. | 0.32% | Reduce -17.4% | 2,445 | $709K |
| Salomon & Ludwin, LLC | 0.07% | Reduce -36.0% | 2,443 | $708K |
| Davis Wealth Advisors, LLC | 0.77% | — | 2,424 | $702K |
| Clearwater Capital Advisors, LLC | 0.07% | Reduce -8.2% | 2,421 | $702K |
| GPS Wealth Strategies Group, LLC | 0.09% | Add +1.7% | 2,421 | $702K |
| Retirement Wealth Solutions LLC | 0.59% | — | 2,439 | $701K |
| B & T Capital Management DBA Alpha Capital Management | 0.13% | Reduce -6.2% | 2,414 | $700K |
| Strategic Wealth Partners, Ltd. | 0.06% | Add +3.2% | 2,318 | $700K |
| Williams & Novak, LLC | 0.67% | Reduce -4.0% | 2,393 | $694K |
| Davidson Kahn Capital Management, LLC | 0.64% | — | 2,388 | $692K |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -7.8% | 2,380 | $690K |
| M1 Capital Management LLC | 0.37% | — | 2,375 | $688K |
| Richardson Financial Services Inc. | 0.48% | Reduce -50.6% | 2,364 | $685K |
| Alaska Wealth Advisors, LLC | 0.11% | Reduce -1.7% | 2,358 | $683K |
| Meridian Investment Counsel Inc. | 0.20% | No change | 2,357 | $683K |
| Harbour Trust & Investment Management Co | 0.08% | No change | 2,352 | $682K |
| Apeiron RIA LLC | 0.19% | Add +1.8% | 2,345 | $680K |
| First County Bank | 0.38% | Add +27.4% | 2,345 | $680K |
| Brown Financial Advisory | 0.48% | Reduce -1.0% | 2,344 | $679K |
| Element Wealth, LLC | 0.36% | Reduce -0.8% | 2,344 | $679K |
| Pine Valley Investments Ltd Liability Co | 0.04% | Add +3.8% | 2,344 | $679K |
| Certus Wealth Management, LLC | 0.45% | Reduce -6.3% | 2,256 | $677K |
| Apollon Financial, LLC | 0.17% | No change | 2,334 | $676K |
| Manchester Financial Inc. | 0.15% | Add +0.2% | 2,329 | $675K |
| Financial Perspectives, Inc | 0.23% | Add +0.1% | 2,328 | $675K |
| Cape Investment Advisory, Inc. | 0.26% | Add +52.9% | 2,318 | $672K |
| Harvest Investment Advisors, LLC | 0.46% | Add +0.9% | 2,315 | $671K |
| Pinnacle Wealth Management Group, Inc. | 0.42% | Add +5.6% | 2,311 | $670K |
| Talon Private Wealth, LLC | 0.14% | Add +0.2% | 2,309 | $669K |
| Fund Evaluation Group, LLC | 0.03% | New | 2,304 | $668K |
| Viawealth, LLC | 0.40% | Add +1.8% | 2,302 | $667K |
| Napa Wealth Management | 0.29% | Add +1.4% | 2,297 | $666K |
| Barlow Wealth Partners, LLC | 0.08% | No change | 2,266 | $666K |
| Southland Equity Partners LLC | 0.15% | Reduce -9.7% | 2,293 | $665K |
| Central Pacific Bank - Trust Division | 0.09% | Add +0.5% | 2,293 | $665K |
| Thomasville National Bank | 0.05% | Reduce -1.7% | 2,290 | $664K |
| Detalus Advisors, LLC | 0.22% | Reduce -7.0% | 2,288 | $663K |
| Vishria Bird Financial Group, LLC | 0.23% | No change | 2,289 | $663K |
| Unique Wealth, LLC | 0.14% | Add +31.7% | 2,287 | $663K |
| Adamsbrown Wealth Consultants LLC | 0.23% | No change | 2,282 | $661K |
| Platform Technology Partners | 0.20% | Add +0.4% | 2,277 | $660K |
| CPC Advisors, LLC | 0.09% | Add +10.0% | 2,275 | $659K |
| Petra Financial Advisors Inc. | 0.45% | Add +0.0% | 2,275 | $659K |
| Palumbo Wealth Management LLC | 0.25% | Add +0.3% | 2,272 | $659K |
| Maripau Wealth Management LLC | 0.39% | New | 2,271 | $658K |
| Bellevue Asset Management, LLC | 0.34% | No change | 2,270 | $658K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.16% | No change | 2,268 | $658K |
| MilWealth Group LLC | 0.18% | Reduce -0.7% | 2,265 | $657K |
| LifeWealth Investments, LLC | 0.43% | — | 2,258 | $654K |
| May Hill Capital, LLC | 0.25% | — | 2,257 | $654K |
| Prosperity Wealth Management, Inc. | 0.27% | Add +25.1% | 2,241 | $649K |
| Addison Advisors LLC | 0.18% | Add +9.5% | 2,239 | $649K |
| GatePass Capital, LLC | 0.72% | — | 2,238 | $648K |
| EnRich Financial Partners LLC | 0.22% | Reduce -14.5% | 2,236 | $648K |
| AG Asset Advisory, LLC | 0.65% | — | 2,231 | $647K |
| Marco Investment Management LLC | 0.06% | Reduce -35.5% | 2,227 | $645K |
| Conrad Siegel Investment Advisors, Inc. | 0.17% | Add +8.6% | 2,221 | $644K |
| Anchor Capital Advisors LLC | 0.02% | No change | 2,220 | $643K |
| Strategic Advisors LLC | 0.12% | Add +88.8% | 2,216 | $642K |
| Curbstone Financial Management Corp | 0.14% | Reduce -0.5% | 2,214 | $642K |
| Kanawha Capital Management LLC | 0.05% | Add +0.1% | 2,213 | $641K |
| Bridge Creek Capital Management LLC | 0.20% | Reduce -1.7% | 2,212 | $641K |
| RKL Wealth Management LLC | 0.06% | Add +55.9% | 2,205 | $639K |
| Paradigm Capital Management, LLC | 0.60% | No change | 2,202 | $638K |
| Martel Wealth Advisors LLC | 0.12% | Reduce -1.7% | 2,198 | $637K |
| Ariadne Wealth Management, LP | 0.29% | No change | 2,123 | $637K |
| Sonoma Private Wealth LLC | 1.02% | Add +0.1% | 2,187 | $634K |
| Veracity Capital LLC | 0.23% | Add +0.5% | 2,183 | $633K |
| Dopkins Wealth Management, LLC | 0.32% | Add +109.3% | 2,171 | $629K |
| Invesco Ltd. | 0.00% | Reduce -7.1% | 2,167 | $628K |
| Vantage Point Financial LLC | 0.34% | — | 2,166 | $628K |
| Horizon Investment Services, LLC | 0.27% | Reduce -1.5% | 2,163 | $627K |
| Lakeridge Wealth Management LLC | 0.32% | No change | 2,163 | $627K |
| McCarter Private Wealth Services LLC | 0.40% | No change | 2,159 | $626K |
| Saxony Capital Management, LLC | 0.55% | Add +0.7% | 2,152 | $624K |
| SJS Investment Consulting Inc. | 0.11% | No change | 2,152 | $624K |
| Ewa, LLC | 0.23% | Add +17.4% | 2,151 | $623K |
| Baldwin Wealth Partners LLC | 0.04% | Reduce -1.2% | 2,150 | $623K |
| Full Sail Capital, LLC | 0.04% | Reduce -19.3% | 2,145 | $622K |
| Trexquant Investment LP | 0.01% | Reduce -14.0% | 2,145 | $622K |
| Vantage Investment Partners, LLC | 0.05% | No change | 2,144 | $621K |
| Grange Capital, LLC | 0.65% | — | 2,142 | $621K |
| Physician Wealth Advisors, Inc. | 0.10% | New | 2,140 | $620K |
| WealthCare Investment Partners, LLC | 0.27% | Reduce -0.7% | 2,143 | $620K |
| Hager Investment Management Services, LLC | 0.39% | — | 2,133 | $618K |
| Elios Financial Group Inc. | 0.29% | Add +3.1% | 2,125 | $616K |
| Richard W. Paul & Associates, LLC | 0.22% | Add +2.1% | 2,125 | $616K |
| Destiny Wealth Partners, LLC | 0.10% | Add +44.4% | 2,122 | $615K |
| One Wealth Management Investment & Advisory Services, LLC | 0.97% | No change | 2,121 | $615K |
| Innovative Wealth Building LLC | 0.56% | — | 2,118 | $614K |
| GW Henssler & Associates Ltd. | 0.03% | No change | 2,152 | $609K |
| Norden Group LLC | 0.07% | Add +16.7% | 2,099 | $608K |
| Ofc Financial Planning, LLC | 0.64% | — | 2,098 | $608K |
| Great Lakes Advisors, LLC | 0.01% | Reduce -29.8% | 2,097 | $608K |
| Montecito Bank & Trust | 0.11% | Add +6.6% | 2,095 | $607K |
| ERn Financial, LLC | 0.09% | Add +2.9% | 2,091 | $606K |
| Cordatus Wealth Management LLC | 0.16% | New | 2,091 | $606K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.09% | Reduce -9.8% | 2,088 | $605K |
| Crabel Capital Management, LLC | 1.96% | Reduce -0.8% | 2,085 | $604K |
| Legacy Capital Group California, Inc. | 0.18% | Add +0.1% | 2,082 | $603K |
| Prevail Innovative Wealth Advisors, LLC | 0.17% | Reduce -9.0% | 2,078 | $602K |
| Colton Groome Financial Advisors, LLC | 0.23% | No change | 2,073 | $601K |
| Bell Investment Advisors, Inc | 0.11% | Add +42.9% | 2,069 | $600K |
| Naviter Wealth, LLC | 0.07% | No change | 2,067 | $599K |
| Insight Advisors, LLC/ PA | 0.10% | Reduce -2.6% | 2,057 | $599K |
| Jane Street Group, LLC | 0.00% | Reduce -93.3% | 2,065 | $598K |
| Helium Advisors LLC | 0.47% | — | 2,060 | $597K |
| Anson Capital, Inc. | 0.52% | Add +7.8% | 2,056 | $596K |
| Oxler Private Wealth LLC | 0.20% | No change | 2,049 | $594K |
| Salvus Wealth Management, LLC | 0.38% | No change | 2,049 | $594K |
| Cypress Financial Planning LLC | 0.22% | Add +3.0% | 2,046 | $593K |
| Y-Intercept (Hong Kong) Ltd | 0.04% | New | 2,043 | $592K |
| Wealth Forward, LLC | 0.42% | Add +2.9% | 2,042 | $592K |
| Ascentis Independent Advisors | 0.11% | Add +346.9% | 2,038 | $591K |
| Weaver Capital Management LLC | 0.17% | New | 2,038 | $591K |
| Aufman Associates Inc | 0.40% | Reduce -0.1% | 2,038 | $591K |
| Apriem Advisors | 0.07% | No change | 2,036 | $590K |
| Peoples Bank | 0.35% | Add +56.5% | 2,033 | $589K |
| Obsidian Cio, LLC | 0.11% | Add +17.0% | 2,027 | $587K |
| 4J Wealth Management LLC | 0.48% | Reduce -0.5% | 2,026 | $587K |
| Welch & Forbes LLC | 0.01% | Reduce -3.3% | 2,024 | $587K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.06% | Add +3.9% | 2,016 | $584K |
| Nova R Wealth, Inc. | 0.29% | Add +7.5% | 2,009 | $582K |
| Sonora Investment Management Group, LLC | 0.05% | Reduce -2.4% | 2,008 | $582K |
| Cadence Wealth Management LLC | 0.39% | New | 2,005 | $581K |
| DiNuzzo Private Wealth, Inc. | 0.07% | Add +0.8% | 2,001 | $580K |
| Patten & Patten Inc. | 0.04% | No change | 1,994 | $578K |
| Guardian Partners Inc. | 0.06% | — | 1,975 | $576K |
| SOA Wealth Advisors, LLC. | 0.11% | Add +0.4% | 1,984 | $575K |
| Quest Investment Management LLC | 0.07% | Reduce -5.1% | 1,984 | $575K |
| Deltec Asset Management LLC | 0.11% | No change | 1,983 | $575K |
| Traction Financial Partners, LLC | 0.45% | Add +0.1% | 1,982 | $574K |
| Core Wealth Management, Inc. | 0.22% | Reduce -4.8% | 1,972 | $572K |
| Westover Capital Advisors, LLC | 0.13% | Add +14.6% | 1,968 | $570K |
| Lyell Wealth Management, LP | 0.05% | Reduce -0.3% | 1,963 | $569K |
| Nilsine Partners, LLC | 0.06% | Add +82.5% | 1,962 | $569K |
| Sterling Investment Management, LLC | 0.45% | No change | 1,960 | $568K |
| Penobscot Wealth Management | 0.26% | Reduce -8.1% | 1,954 | $566K |
| Meridian Management Co. | 0.15% | Reduce -8.1% | 1,951 | $565K |
| Red Crane Wealth Management, LLC | 0.54% | — | 1,951 | $565K |
| Welch Group, LLC | 0.03% | Reduce -1.4% | 1,943 | $565K |
| Fortis Capital Management LLC | 0.10% | Reduce -1.3% | 1,946 | $564K |
| Strategic Investment Management, LLC | 0.19% | New | 1,940 | $562K |
| Melone Private Wealth, LLC | 0.29% | No change | 1,938 | $562K |
| First American Trust, FSB | 0.06% | Add +5.7% | 1,934 | $560K |
| Retirement Investment Advisors, Inc. | 0.06% | No change | 1,930 | $559K |
| Willow Creek Wealth Management Inc. | 0.06% | Add +38.7% | 1,928 | $559K |
| Sachetta, LLC | 0.22% | Add +0.6% | 1,924 | $557K |
| Chicago Wealth Management, Inc. | 0.29% | Reduce -0.2% | 1,923 | $557K |
| Baker Tilly Wealth Management, LLC | 0.22% | Reduce -6.2% | 1,923 | $557K |
| Financial Synergies Wealth Advisors, Inc. | 0.07% | Reduce -6.9% | 1,923 | $557K |
| Financial Security Advisor, Inc. | 0.14% | Add +0.9% | 1,916 | $555K |
| Claris Financial LLC | 0.36% | — | 1,911 | $554K |
| Prostatis Group LLC | 0.16% | Add +50.8% | 1,909 | $553K |
| Childress Capital Advisors, LLC | 0.15% | Reduce -1.8% | 1,908 | $553K |
| Whitcomb & Hess, Inc. | 0.17% | No change | 1,905 | $552K |
| Pasadena Private Wealth, LLC | 0.11% | Add +6.0% | 1,905 | $552K |
| Twin Peaks Wealth Advisors, LLC | 0.23% | No change | 1,904 | $552K |
| CPA Asset Management Group, LLC | 0.26% | No change | 1,904 | $552K |
| Taylor Hoffman Capital Management LLC | 0.20% | No change | 1,893 | $549K |
| FSA Advisors, Inc. | 0.67% | Reduce -74.3% | 1,898 | $548K |
| Paragon Capital Management Ltd | 0.11% | Add +22.6% | 1,888 | $547K |
| Alta Wealth Advisors LLC | 0.24% | Reduce -4.4% | 1,886 | $546K |
| MSH Capital Advisors LLC | 0.17% | Add +17.6% | 1,881 | $545K |
| Northside Capital Management, LLC | 0.14% | No change | 1,880 | $545K |
| TFG Advisers LLC | 0.20% | Add +0.4% | 1,880 | $545K |
| Alliance Wealth Advisors, LLC | 0.14% | New | 1,879 | $545K |
| Safeguard Investment Advisory Group, LLC | 0.15% | Add +32.2% | 1,875 | $543K |
| Johnson & White Wealth Management, LLC | 0.33% | New | 1,874 | $542K |
| Northcape Wealth Management, LLC | 0.18% | Add +10.0% | 1,870 | $542K |
| Eagle Ridge Investment Management | 0.05% | Reduce -15.7% | 1,870 | $542K |
| Kera Capital Partners, Inc. | 0.16% | — | 1,870 | $542K |
| Geneva Partners, LLC | 0.22% | Add +7.7% | 1,868 | $541K |
| Paragon Advisors, LLC | 0.19% | Add +54.6% | 1,864 | $540K |
| Cypress Wealth Services, LLC | 0.11% | Add +36.9% | 1,860 | $539K |
| Keeler Thomas Management LLC | 0.19% | Add +0.9% | 1,860 | $539K |
| Pinnacle Wealth Planning Services, Inc. | 0.08% | New | 1,860 | $539K |
| Spirepoint Private Client, LLC | 0.07% | No change | 1,854 | $537K |
| Beverly Hills Private Wealth, LLC | 0.11% | No change | 1,853 | $537K |
| Readystate Asset Management LP | 0.04% | New | 1,853 | $537K |
| Horizons Wealth Management | 0.42% | Add +3.2% | 1,850 | $536K |
| SWAN Capital LLC | 0.26% | No change | 1,849 | $536K |
| Keebeck Wealth Management | 0.08% | Add +20.9% | 1,848 | $536K |
| BCGM Wealth Management, LLC | 0.17% | No change | 1,841 | $534K |
| Legacy CG, LLC | 0.16% | No change | 1,839 | $533K |
| Significant Wealth Partners LLC | 0.28% | New | 1,839 | $533K |
| Riverbridge Partners LLC | 0.01% | Add +61.3% | 1,839 | $533K |
| Ironwood Wealth Management, LLC. | 0.17% | Reduce -9.1% | 1,835 | $532K |
| Aspetuck Financial Management LLC | 0.41% | — | 1,831 | $531K |
| Retirement Financial Solutions, LLC | 0.29% | Add +0.7% | 1,831 | $531K |
| Thrive Wealth Management, LLC | 0.10% | Add +4.8% | 1,829 | $530K |
| HMS Capital Management, LLC | 0.26% | No change | 1,829 | $530K |
| Family Office Research LLC | 0.23% | — | 1,825 | $529K |
| Wayfinding Financial, LLC | 0.28% | New | 1,825 | $529K |
| Chilton Capital Management LLC | 0.02% | No change | 1,825 | $529K |
| Bar Harbor Wealth Management | 0.03% | No change | 1,825 | $529K |
| Houlihan Financial Resource Group, Ltd. | 0.23% | No change | 1,822 | $528K |
| WESPAC Advisors, LLC | 0.39% | Add +60.9% | 1,820 | $527K |
| Wheelhouse Advisory Group LLC | 0.31% | Add +7.3% | 1,816 | $527K |
| Richard C. Young & CO., LTD. | 0.06% | Reduce -11.7% | 1,816 | $526K |
| Red Mountain Financial, LLC | 0.57% | Add +3.4% | 1,815 | $526K |
| Sound Income Strategies, LLC | 0.03% | Add +13.2% | 1,810 | $525K |
| Chapman Financial Group, LLC | 0.42% | — | 1,809 | $524K |
| Keystone Financial Group, Inc. | 0.42% | — | 1,809 | $524K |
| McHugh Group, LLC | 0.40% | — | 1,800 | $522K |
| Revisor Wealth Management LLC | 0.48% | Add +37.7% | 1,778 | $520K |
| Catalina Capital Group, LLC | 0.17% | Add +40.0% | 1,791 | $519K |
| Cannon Wealth Management Services, LLC | 0.45% | Reduce -23.3% | 1,746 | $518K |
| Financial Guidance Group, Inc. | 0.28% | No change | 1,785 | $517K |
| Elser Financial Planning, Inc | 0.03% | Add +7.5% | 1,783 | $517K |
| Financial Partners Group, Inc | 0.08% | Add +0.2% | 1,782 | $516K |
| Coign Capital Advisors LLC | 0.47% | — | 1,776 | $515K |
| Fortitude Advisory Group L.L.C. | 0.31% | Reduce -14.3% | 1,776 | $515K |
| Roman Butler Fullerton & Co. | 0.16% | Reduce -7.1% | 1,730 | $514K |
| Tobias Financial Advisors, Inc. | 0.10% | Add +20.0% | 1,763 | $511K |
| Yardley Wealth Management LLC | 0.25% | No change | 1,754 | $508K |
| Up Strategic Wealth Investment Advisors LLC | 0.51% | Reduce -19.6% | 1,750 | $507K |
| Orion Capital Management LLC | 0.22% | Add +43.1% | 1,745 | $506K |
| M. Kraus & Co | 0.15% | New | 1,744 | $505K |
| Virtus Wealth Solutions LLC | 0.12% | — | 1,737 | $504K |
| Ellis Investment Partners, LLC | 0.10% | Add +3.6% | 1,737 | $503K |
| Oak Wealth Advisors LLC | 0.39% | — | 1,734 | $503K |
| Grey Fox Wealth Advisors, LLC | 0.14% | Reduce -3.3% | 1,732 | $502K |
| Fusion Capital, LLC | 0.20% | Add +9.9% | 1,716 | $497K |
| Mirador Capital Partners LP | 0.09% | Add +1.7% | 1,715 | $497K |
| Spartan Planning & Wealth Management | 0.45% | — | 1,712 | $496K |
| Investment Counsel Co. of Nevada | 1.25% | — | 1,706 | $495K |
| Blue Barn Wealth, LLC | 0.26% | Reduce -11.2% | 1,706 | $494K |
| Payne Capital Management, LLC | 0.21% | — | 1,705 | $494K |
| HC Advisors, LLC | 0.40% | No change | 1,701 | $493K |
| Trust Co. of Oklahoma | 0.16% | No change | 1,694 | $491K |
| Crane Advisory, LLC | 0.09% | No change | 1,674 | $491K |
| Arcadia Wealth Management, LLC | 0.25% | Add +1.3% | 1,692 | $490K |
| Stiles Financial Services Inc | 0.18% | Add +0.8% | 1,693 | $490K |
| BlueChip Wealth Advisors LLC | 0.27% | No change | 1,691 | $490K |
| Clearbridge Investments, LLC | 0.00% | New | 1,689 | $489K |
| Indie Asset Partners, LLC | 0.38% | Add +4.9% | 1,687 | $489K |
| Ciovacco Capital Management LLC | 0.28% | Reduce -4.2% | 1,686 | $489K |
| Elgethun Capital Management | 0.12% | New | 1,685 | $488K |
| Clarity Asset Management, Inc. | 0.32% | Add +0.2% | 1,679 | $487K |
| Encompass Wealth Advisors, LLC | 0.20% | Add +5.8% | 1,679 | $487K |
| Americana Partners, LLC | 0.02% | No change | 1,677 | $486K |
| Quent Capital, LLC | 0.05% | No change | 1,675 | $485K |
| Shum Financial Group, Inc. | 0.42% | No change | 1,673 | $485K |
| Arcataur Capital Management LLC | 0.16% | No change | 1,673 | $485K |
| Vestia Personal Wealth Advisors | 0.40% | Add +11.7% | 16,853 | $484K |
| Chemistry Wealth Management LLC | 0.11% | No change | 1,668 | $483K |
| Diligent Investors, LLC | 0.11% | Reduce -1.3% | 1,650 | $478K |
| Meeder Advisory Services, Inc. | 0.03% | Reduce -14.0% | 1,649 | $478K |
| Sincerus Advisory, LLC | 0.51% | — | 1,636 | $474K |
| Mma Asset Management LLC | 0.21% | Reduce -49.5% | 1,635 | $474K |
| Capstone Wealth Management, LLC | 0.46% | — | 1,632 | $473K |
| Conquis Financial LLC | 0.48% | — | 1,631 | $473K |
| Callan Capital, LLC | 0.03% | No change | 1,629 | $472K |
| Factor Wealth Management LTD | 0.16% | — | 1,629 | $472K |
| Cardinal Strategic Wealth Guidance | 0.15% | Add +16.2% | 1,629 | $472K |
| Lummis Asset Management, LP | 0.60% | Add +1.9% | 1,625 | $471K |
| Greykasell Wealth Strategies, Inc. | 0.26% | — | 1,623 | $470K |
| Donaldson Capital Management, LLC | 0.02% | Add +53.7% | 1,623 | $470K |
| Oak Harvest Investment Services | 0.07% | Add +0.1% | 1,622 | $470K |
| Arthur M. Cohen & Associates, LLC | 0.08% | Add +0.3% | 1,616 | $468K |
| Burton Enright Welch | 0.10% | Reduce -21.1% | 1,616 | $468K |
| Elevated Capital Advisors, LLC | 0.13% | Add +1.8% | 1,609 | $466K |
| Kingstone Capital Partners Texas, LLC | 0.38% | — | 1,608 | $466K |
| Clearstead Trust, LLC | 0.10% | Reduce -0.4% | 1,604 | $465K |
| Rollins Financial Advisors, LLC | 0.07% | Add +0.1% | 1,603 | $465K |
| Global Strategic Investment Solutions, LLC | 0.05% | Add +0.3% | 1,603 | $465K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.09% | Add +37.3% | 1,600 | $464K |
| Northern Capital Management, Inc. | 0.28% | Add +0.2% | 1,596 | $462K |
| Aull & Monroe Investment Management Corp | 0.24% | Reduce -4.4% | 1,595 | $462K |
| FFG Partners, LLC | 0.16% | Add +0.6% | 1,591 | $461K |
| Wealthgarden F.S. LLC | 0.43% | Reduce -9.5% | 1,588 | $460K |
| Sterling Group Wealth Management, LLC | 0.24% | No change | 1,579 | $458K |
| Verisail Partners, LLC | 0.21% | — | 1,579 | $458K |
| Trivium Point Advisory, LLC | 0.06% | Add +2.8% | 1,573 | $456K |
| Vertex Planning Partners, LLC | 0.10% | Reduce -1.1% | 1,572 | $455K |
| Charter Research & Investment Group, Inc. | 0.35% | Reduce -10.0% | 1,569 | $455K |
| American Asset Management Inc. | 0.46% | New | 1,562 | $453K |
| Awm Capital, LLC | 0.06% | Add +6.0% | 1,559 | $452K |
| Fielder Capital Group LLC | 0.14% | Add +0.1% | 1,557 | $451K |
| Carmel Capital Partners, LLC | 0.18% | Add +0.3% | 1,555 | $451K |
| Zullo Investment Group, Inc. | 0.18% | No change | 1,551 | $449K |
| Summit X, LLC | 0.10% | New | 1,550 | $449K |
| Chartist Inc. | 0.23% | Reduce -1.1% | 1,543 | $447K |
| Lifeworks Advisors, LLC | 0.08% | Add +2.3% | 1,542 | $447K |
| Sollinda Capital Management LLC | 0.12% | New | 1,541 | $447K |
| Patten Group, Inc. | 0.10% | No change | 1,541 | $447K |
| Old Port Advisors | 0.13% | Reduce -0.1% | 1,538 | $446K |
| Ethos Financial Group, LLC | 0.06% | Add +38.8% | 1,534 | $445K |
| Executive Wealth Management, LLC | 0.03% | Reduce -5.1% | 1,531 | $444K |
| Optivise Advisory Services LLC | 0.24% | Add +0.3% | 1,528 | $443K |
| Drake & Associates, LLC | 0.13% | Add +10.3% | 1,481 | $441K |
| Johns Hopkins University | 0.02% | Add +25.2% | 1,519 | $440K |
| Buska Wealth Management, LLC | 0.14% | Add +13.2% | 1,518 | $440K |
| Sachem Hill LLC | 0.09% | No change | 1,514 | $439K |
| 1834 Investment Advisors Co. | 0.06% | Reduce -70.1% | 1,513 | $438K |
| Novare Capital Management LLC | 0.04% | Add +13.9% | 1,512 | $438K |
| Stage Harbor Financial, LLC | 0.38% | Add +93.3% | 1,510 | $438K |
| 1832 Asset Management L.P. | 0.00% | No change | 1,501 | $435K |
| Delta Capital Management LLC | 0.25% | New | 1,500 | $435K |
| Rock Point Advisors, LLC | 0.13% | No change | 1,500 | $435K |
| Collective Family Office LLC | 0.12% | No change | 1,500 | $435K |
| BetterWealth, LLC | 0.12% | Add +0.1% | 1,500 | $435K |
| Parker Investment Management, LLC | 0.07% | Add +0.2% | 1,499 | $435K |
| Stablepoint Partners, LLC | 0.08% | Add +5.9% | 1,499 | $434K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.20% | Reduce -3.1% | 1,498 | $434K |
| Holderness Investments Co. | 0.10% | No change | 1,493 | $433K |
| Ascentis Wealth Management, LLC | 0.15% | Add +4.4% | 1,491 | $432K |
| Mezzasalma Advisors, LLC | 0.14% | New | 1,490 | $432K |
| Amarillo National Bank | 0.08% | Reduce -31.3% | 1,490 | $432K |
| Retirement Systems of Alabama | 0.00% | No change | 1,490 | $432K |
| Chancellor Financial Group WB LP | 0.35% | — | 1,483 | $430K |
| Dominguez Wealth Management Solutions, Inc. | 0.31% | Add +9.7% | 1,482 | $429K |
| Blue Fin Capital, Inc. | 0.08% | Reduce -18.3% | 1,481 | $429K |
| Register Financial Advisors LLC | 0.22% | Reduce -43.0% | 1,481 | $429K |
| Woodley Farra Manion Portfolio Management Inc. | 0.02% | Add +8.3% | 1,468 | $426K |
| Delta Investment Management, LLC | 0.08% | Add +29.4% | 1,468 | $426K |
| RB Capital Management, LLC | 0.10% | Add +0.1% | 1,468 | $425K |
| Ritter Daniher Financial Advisory LLC / DE | 0.12% | Reduce -2.3% | 1,467 | $425K |
| Axis Wealth Partners, LLC | 0.36% | — | 1,467 | $425K |
| Triton Wealth Management, PLLC | 0.22% | No change | 1,440 | $423K |
| Ring Mountain Capital, LLC | 0.28% | — | 1,457 | $422K |
| Jackson Square Capital, LLC | 0.10% | Add +14.6% | 1,449 | $420K |
| InTrack Investment Management Inc | 0.29% | Reduce -32.5% | 1,455 | $420K |
| BridgePort Financial Solutions, LLC | 0.19% | — | 1,453 | $419K |
| Quartz Partners, LLC | 0.25% | No change | 1,445 | $419K |
| Beacon Financial Advisory LLC | 0.14% | Reduce -11.6% | 1,440 | $417K |
| Paragon Financial Partners, Inc. | 0.31% | Reduce -49.7% | 1,437 | $417K |
| Lynch & Associates | 0.09% | No change | 1,433 | $415K |
| Grantvest Financial Group LLC | 0.46% | — | 1,431 | $415K |
| Hamilton Capital, LLC | 0.03% | No change | 1,429 | $414K |
| Hapanowicz & Associates Financial Services, Inc | 0.21% | Add +67.5% | 1,429 | $414K |
| Trillium Asset Management, LLC | 0.01% | Reduce -16.8% | 1,428 | $414K |
| 17 Capital Partners, LLC | 0.26% | Add +6.2% | 1,427 | $414K |
| First Merchants Corp. | 0.02% | No change | 1,425 | $413K |
| Westwood Holdings Group Inc. | 0.00% | Add +19.7% | 1,424 | $413K |
| Triangle Securities Wealth Management | 0.11% | Reduce -4.6% | 1,419 | $411K |
| Tillman Hartley LLC | 0.12% | New | 1,418 | $411K |
| MPWM Advisory Solutions, LLC | 0.30% | — | 1,418 | $411K |
| Pillar Financial Advisors, LLC | 0.31% | — | 1,416 | $411K |
| Abbot Financial Management, Inc. | 0.20% | Reduce -3.7% | 1,414 | $410K |
| McGowan Group Asset Management, Inc. | 0.06% | New | 1,405 | $407K |
| Sugar Maple Asset Management, LLC | 0.31% | Reduce -6.7% | 1,403 | $407K |
| ZWJ Investment Counsel Inc. | 0.02% | Reduce -23.2% | 1,402 | $406K |
| Longview Financial Advisors LLC | 0.27% | — | 1,401 | $406K |
| Point Windward Advisors Inc. | 0.15% | Reduce -12.5% | 1,400 | $406K |
| Palo Alto Wealth Advisors, LLC | 0.14% | Add +43.7% | 1,395 | $404K |
| Opus Capital Group, LLC | 0.05% | Reduce -3.3% | 1,395 | $404K |
| Vermillion & White Wealth Management Group, LLC | 0.30% | Add +1.2% | 1,389 | $403K |
| Conservest Capital Advisors, Inc. | 0.04% | No change | 1,387 | $402K |
| Burt Wealth Advisors | 0.10% | No change | 1,385 | $401K |
| Fortem Financial Group, LLC | 0.16% | Add +0.5% | 1,384 | $401K |
| Archford Capital Strategies, LLC | 0.06% | Add +24.4% | 1,380 | $400K |
| Arrow Financial Corp | 0.04% | No change | 1,378 | $399K |
| Arkos Global Advisors | 0.06% | Add +1.8% | 1,377 | $399K |
| Lockerman Financial Group, Inc. | 0.68% | Reduce -0.4% | 1,376 | $399K |
| NTV Asset Management LLC | 0.05% | Reduce -1.4% | 1,374 | $398K |
| Garden State Investment Advisory Services LLC | 0.12% | No change | 1,371 | $398K |
| Charles Schwab Trust Co | 0.03% | Add +54.5% | 1,364 | $395K |
| Kellett Wealth Advisors, LLC | 0.27% | No change | 1,362 | $395K |
| Seascape Capital Management | 0.14% | Reduce -1.4% | 1,359 | $394K |
| Midwest Capital Advisors, LLC | 0.29% | — | 1,353 | $392K |
| Horizon Kinetics Asset Management LLC | 0.00% | Reduce -3.8% | 1,352 | $392K |
| Maple Capital Management, Inc. | 0.03% | Reduce -1.3% | 1,345 | $390K |
| Prosperity Financial Group, Inc. | 0.20% | Reduce -3.2% | 1,344 | $389K |
| McCollum Christoferson Group LLC | 0.11% | No change | 1,341 | $389K |
| Navalign, LLC | 0.11% | Reduce -10.2% | 1,336 | $387K |
| Householder Group Estate & Retirement Specialist, LLC | 0.29% | Reduce -85.8% | 1,336 | $387K |
| Herold Advisors, Inc. | 0.08% | Add +0.3% | 1,333 | $386K |
| Wealthspan Partners, LLC | 0.18% | New | 1,330 | $385K |
| Capital Investment Services of America, Inc. | 0.04% | No change | 1,330 | $385K |
| tru Independence LLC | 0.12% | Reduce -3.0% | 1,327 | $384K |
| Cambridge Financial Group, LLC | 0.16% | Add +9.2% | 1,323 | $383K |
| Causey Wealth LLC | 0.22% | — | 1,322 | $383K |
| Riverwater Partners LLC | 0.19% | Reduce -12.1% | 1,319 | $382K |
| Act Two Investors LLC | 0.07% | No change | 1,318 | $382K |
| Darrow Company, Inc. | 0.22% | Add +0.1% | 1,314 | $381K |
| TrueWealth Advisors, LLC | 0.13% | Reduce -4.4% | 1,312 | $380K |
| Gould Asset Management LLC | 0.08% | Reduce -6.1% | 1,305 | $378K |
| Kintra Wealth, LLC | 0.26% | Add +11.7% | 1,305 | $378K |
| GoalFusion Wealth Management, LLC | 0.21% | Add +11.8% | 1,301 | $377K |
| Villere St Denis J & Co. LLC | 0.03% | No change | 1,301 | $377K |
| CoreFirst Bank & Trust | 0.22% | No change | 1,300 | $377K |
| Atwood & Palmer Inc. | 0.03% | No change | 1,300 | $377K |
| Riggs Capital Management LLC | 0.37% | — | 1,298 | $376K |
| Advisory Resource Group | 0.08% | Add +0.9% | 1,298 | $376K |
| Daner Wealth Management, LLC | 0.28% | — | 1,250 | $375K |
| Schiavi & Co LLC | 0.15% | Reduce -16.1% | 1,295 | $375K |
| Intelligence Driven Advisers, LLC | 0.07% | Reduce -5.3% | 1,295 | $375K |
| Note Advisors, LLC | 0.33% | — | 1,293 | $375K |
| Fulcrum Capital LLC | 0.08% | Reduce -20.5% | 1,291 | $374K |
| Entrewealth, LLC | 0.35% | — | 1,333 | $374K |
| John G Ullman & Associates Inc. | 0.05% | Reduce -18.9% | 1,287 | $373K |
| WestHill Financial Advisors, Inc. | 0.08% | Reduce -1.0% | 1,286 | $373K |
| Integrated Investment Consultants, LLC | 0.08% | New | 170,488 | $372K |
| Avondale Wealth Management | 0.24% | No change | 1,282 | $372K |
| Richardson Capital Management LLC | 0.24% | Reduce -0.5% | 1,282 | $372K |
| Sentinel Pension Advisors, LLC | 0.07% | No change | 1,281 | $371K |
| G&S Capital LLC | 0.15% | Add +14.5% | 1,277 | $370K |
| Foster Victor Wealth Advisors, LLC | 0.03% | Add +9.1% | 1,239 | $367K |
| JSF Financial, LLC | 0.10% | Add +17.2% | 1,262 | $366K |
| Vigilare Wealth Management | 0.15% | Add +6.1% | 1,260 | $365K |
| Mountain Capital Investment Advisors Inc. | 0.08% | Add +0.8% | 1,226 | $363K |
| Purus Wealth Management, LLC | 0.14% | Reduce -0.8% | 1,252 | $363K |
| Dakota Community Bank & Trust NA | 1.72% | No change | 1,250 | $362K |
| LCNB Corp. | 0.13% | No change | 1,250 | $362K |
| Pettyjohn, Wood & White, Inc. | 0.07% | No change | 1,250 | $362K |
| Alamar Capital Management, LLC | 0.20% | No change | 1,243 | $360K |
| Sage Capital Management, LLC | 0.18% | Reduce -19.2% | 1,238 | $359K |
| Pineridge Advisors LLC | 0.14% | Reduce -5.0% | 1,237 | $358K |
| Fagan Associates, Inc. | 0.06% | New | 1,236 | $358K |
| M Wealth Management, LLC | 0.33% | — | 1,236 | $358K |
| Leading Edge Financial Planning LLC | 0.12% | Reduce -2.7% | 1,236 | $358K |
| Townsend & Associates, Inc | 0.04% | Add +55.0% | 1,197 | $358K |
| Waterfront Wealth Inc. | 0.09% | Add +1.3% | 1,233 | $357K |
| Compton Financial Group, LLC | 0.11% | No change | 1,232 | $357K |
| Syntax Research, Inc. | 0.26% | Add +0.7% | 1,230 | $356K |
| Northwest Bancshares, Inc. | 0.07% | No change | 1,228 | $356K |
| Citadel Advisors | 0.00% | Reduce -94.0% | 1,228 | $356K |
| One Wealth Advisors, LLC | 0.05% | Reduce -25.9% | 1,225 | $355K |
| Weybosset Research & Management LLC | 0.12% | No change | 1,225 | $355K |
| BCU Wealth Advisors, LLC | 0.20% | Add +0.4% | 1,222 | $354K |
| Warren Street Wealth Advisors, LLC | 0.15% | New | 1,222 | $354K |
| Diversified Investment Strategies, LLC | 0.23% | No change | 1,220 | $354K |
| Northstar Asset Management Inc. | 0.09% | No change | 1,219 | $353K |
| Buffington Mohr McNeal | 0.06% | Reduce -35.8% | 1,218 | $353K |
| Sanchez Wealth Management Group | 0.10% | New | 1,215 | $352K |
| Collier Financial | 0.31% | — | 1,215 | $352K |
| Elevate Wealth Advisory, Inc. | 0.26% | No change | 1,209 | $350K |
| Essex Investment Management Co. LLC | 0.06% | No change | 1,206 | $350K |
| Epiq Partners, LLC | 0.20% | No change | 1,201 | $348K |
| Belvedere Trading LLC | 0.03% | New | 1,199 | $347K |
| Red Tortoise LLC | 0.18% | Add +1.7% | 1,197 | $347K |
| Laurel Wealth Advisors LLC | 0.05% | Add +5.5% | 1,195 | $346K |
| Solutions 4 Wealth, Ltd | 0.63% | Add +1.7% | 1,191 | $345K |
| Archer Investment Management, LLC | 0.21% | — | 1,191 | $345K |
| Evelyn Partners Investment Management Services Ltd | 0.06% | — | 1,191 | $345K |
| Leeward Financial Partners, LLC | 0.12% | No change | 1,190 | $345K |
| Fortress Private Ledger, LLC | 0.21% | — | 1,189 | $345K |
| Strait & Sound Wealth Management LLC | 0.16% | Reduce -20.3% | 1,189 | $345K |
| Montz Harcus Wealth Management LLC | 0.19% | Add +0.3% | 1,185 | $343K |
| West Branch Capital LLC | 0.11% | Add +1.3% | 1,184 | $343K |
| SWP Financial LLC | 0.21% | Reduce -85.9% | 1,184 | $343K |
| Private Client Services, LLC | 0.18% | Add +1.3% | 1,183 | $343K |
| Voisard Asset Management Group, Inc. | 0.11% | No change | 1,182 | $343K |
| Comprehensive Financial Planning, Inc. | 0.29% | — | 1,181 | $342K |
| Granite Bay Wealth Management, LLC | 0.13% | New | 1,181 | $342K |
| Canandaigua National Bank & Trust Co. | 0.03% | No change | 1,174 | $340K |
| Auxano Advisors, LLC | 0.09% | Add +6.9% | 1,167 | $338K |
| Castle Rock Wealth Management, LLC | 0.08% | Add +0.3% | 1,117 | $337K |
| Silvia McColl Wealth Management, LLC | 0.25% | No change | 1,162 | $337K |
| Unio Capital LLC | 0.12% | Add +0.8% | 1,161 | $337K |
| American State Bank (Iowa) | 0.20% | Add +2.9% | 1,160 | $336K |
| Ruane, Cunniff & Goldfarb L.P. | 0.01% | Add +8.7% | 1,158 | $336K |
| Cambridge Capital Management, LLC | 0.21% | Add +0.7% | 1,158 | $335K |
| Cape Cod Five Cents Savings Bank | 0.03% | No change | 1,183 | $335K |
| Coppell Advisory Solutions LLC | 0.05% | Reduce -1.9% | 1,150 | $334K |
| Wolff Financial Management LLC | 0.09% | Reduce -18.6% | 1,147 | $332K |
| MinichMacGregor Wealth Management, LLC | 0.07% | Add +0.6% | 1,144 | $332K |
| Sharp Wealth Advisory, LLC | 0.25% | Reduce -25.9% | 1,142 | $331K |
| Walker Asset Management, LLC | 0.20% | No change | 1,138 | $330K |
| Second Line Capital, LLC | 0.09% | New | 1,138 | $330K |
| Concorde Asset Management, LLC | 0.17% | Add +12.6% | 1,138 | $330K |
| Main Management LLC | 0.03% | Add +0.3% | 1,131 | $328K |
| Patrick M Sweeney & Associates, Inc. | 0.25% | No change | 1,130 | $327K |
| 1ST Source Bank | 0.02% | No change | 1,130 | $327K |
| KM Capital Management Ltd. | 0.17% | Add +0.3% | 1,129 | $327K |
| MKT Advisors LLC | 0.14% | Add +0.2% | 1,104 | $327K |
| Integrity Financial Corp | 0.19% | Add +15.6% | 1,128 | $327K |
| Guardian Financial Partners, LLC | 0.19% | Add +0.6% | 1,127 | $327K |
| Prestige Wealth Management Group LLC | 0.07% | Add +284.3% | 1,126 | $326K |
| Pinnacle Family Advisors, LLC | 0.16% | No change | 1,125 | $326K |
| Howard Bailey Securities, LLC | 0.12% | Reduce -13.2% | 1,123 | $326K |
| Convergence Financial, LLC | 0.06% | Reduce -80.5% | 1,122 | $325K |
| Ingalls & Snyder LLC | 0.01% | No change | 1,121 | $325K |
| Rezny Wealth Management, Inc. | 0.08% | Reduce -75.1% | 1,120 | $325K |
| Cowa, LLC | 0.16% | Add +1.6% | 1,117 | $324K |
| AAF Wealth Management, LLC | 0.16% | Reduce -6.6% | 1,116 | $324K |
| Godshalk Welsh Capital Management, Inc. | 0.21% | Add +0.1% | 1,116 | $323K |
| Journey Beyond Wealth, LLC | 0.30% | — | 1,115 | $323K |
| Old Second National Bank of Aurora | 0.07% | New | 1,113 | $323K |
| MIdWestOne Financial Group, Inc. | 0.05% | Reduce -1.7% | 1,111 | $322K |
| Nicholas Wealth, LLC. | 0.17% | No change | 1,115 | $321K |
| Team Hewins, LLC | 0.13% | New | 1,107 | $321K |
| BankPlus Trust Department | 0.10% | — | 1,104 | $320K |
| Security National Bank of So Dak | 0.18% | No change | 1,104 | $320K |
| Empirical Asset Management, LLC | 0.11% | Add +328.3% | 215,471 | $320K |
| Clientfirst Wealth Management, LLC | 0.32% | — | 1,100 | $319K |
| Core Wealth Partners LLC | 0.18% | Add +4.1% | 1,099 | $318K |
| Vance Wealth, LLC | 0.12% | Add +5.0% | 1,096 | $318K |
| Marshall Financial Group, LLC | 0.08% | Add +0.2% | 1,096 | $318K |
| Better Money Decisions, LLC | 0.22% | Reduce -6.3% | 1,095 | $317K |
| Watchman Group, Inc. | 0.08% | Reduce -0.3% | 1,094 | $317K |
| Fortis Advisors, LLC | 0.21% | Add +0.7% | 1,092 | $316K |
| Toronto Dominion Bank | 0.00% | Add +11.4% | 1,092 | $316K |
| Chaney Capital Management, Inc. | 0.15% | No change | 1,090 | $316K |
| Bridge Generations Wealth Management LLC | 0.21% | — | 1,090 | $316K |
| Private Capital Management, LLC | 0.03% | Reduce -10.3% | 1,089 | $316K |
| Dark Forest Capital Management LP | 0.05% | New | 1,088 | $315K |
| ProVise Management Group, LLC | 0.03% | Reduce -92.3% | 1,085 | $314K |
| Dana Investment Advisors, Inc. | 0.01% | Add +8.9% | 1,084 | $314K |
| Centerpoint Advisors, LLC | 0.11% | Add +3000.0% | 1,085 | $314K |
| M. Kulyk & Associates, LLC | 0.07% | No change | 1,081 | $313K |
| Hazlett, Burt & Watson, Inc. | 0.14% | Add +3.4% | 1,080 | $313K |
| Forte Asset Management LLC | 0.17% | No change | 1,080 | $313K |
| Ballast, Inc. | 0.09% | No change | 1,080 | $313K |
| Figure 8 Investment Strategies LLC | 0.30% | — | 1,073 | $311K |
| Mark Sheptoff Financial Planning, LLC | 0.17% | Add +1.6% | 1,071 | $310K |
| Ruedi Wealth Management, Inc. | 0.10% | Reduce -0.5% | 1,071 | $310K |
| Unified Investment Management | 0.35% | — | 1,071 | $310K |
| Websterrogers Financial Advisors, LLC | 0.11% | Add +0.3% | 1,070 | $310K |
| Spectrum Planning & Advisory Services Inc. | 0.27% | No change | 1,070 | $310K |
| Planning Alternatives Ltd. | 0.05% | New | 1,069 | $310K |
| Cooper Capital Advisors LLC | 0.32% | — | 1,066 | $309K |
| Kiker Wealth Management, LLC | 0.25% | — | 1,065 | $309K |
| Wedgewood Investors Inc. | 0.36% | Reduce -2.7% | 1,064 | $308K |
| Bensler, LLC | 0.04% | Reduce -16.2% | 1,061 | $308K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 1,057 | $306K |
| Plan A Wealth LLC | 0.28% | — | 1,055 | $306K |
| Seelaus Asset Management LLC | 0.28% | Add +2.7% | 1,052 | $305K |
| Laidlaw Wealth Management LLC | 0.13% | New | 1,050 | $304K |
| Flaharty Asset Management, LLC | 0.04% | No change | 1,050 | $304K |
| Schnieders Capital Management LLC | 0.06% | New | 1,047 | $303K |
| William Howard & Co Financial Advisors Inc | 0.27% | No change | 1,046 | $303K |
| Strategy Asset Managers LLC | 0.06% | Reduce -0.5% | 1,041 | $302K |
| Commonwealth Financial Services, LLC | 0.06% | Add +0.9% | 1,034 | $300K |
| GEM Asset Management, LLC | 0.17% | Add +6.8% | 1,033 | $299K |
| ROI Financial Advisors, LLC | 0.20% | New | 1,032 | $299K |
| FSB Premier Wealth Management, Inc. | 0.12% | No change | 1,030 | $299K |
| Lafayette Investments, Inc. | 0.06% | Add +1.5% | 1,030 | $298K |
| Legacy Financial Group, Inc. | 0.10% | No change | 1,025 | $297K |
| Joule Financial, LLC | 0.10% | Add +0.8% | 1,024 | $297K |
| Wealth Management Partners, LLC | 0.13% | No change | 1,022 | $296K |
| Tranquility Partners, LLC | 0.11% | No change | 1,019 | $295K |
| Granite Harbor Advisors, Inc. | 0.16% | No change | 1,015 | $294K |
| Cornerstone Select Advisors, LLC | 0.28% | — | 1,010 | $293K |
| Goodwin Investment Advisory | 0.15% | No change | 1,010 | $293K |
| FWG Investments, LLC. | 0.23% | Add +17.5% | 1,009 | $292K |
| Signet Investment Advisory Group, Inc. | 0.15% | New | 1,006 | $292K |
| Peregrine Asset Advisers, Inc. | 0.11% | Reduce -31.5% | 1,003 | $291K |
| Bantamac Capital, LLC | 0.13% | No change | 1,000 | $290K |
| JBF Capital, Inc. | 0.05% | No change | 1,000 | $290K |
| Pacific Point Advisors, LLC | 0.18% | — | 970 | $290K |
| West Bancorporation Inc. | 0.19% | New | 997 | $289K |
| Enterprise Bank & Trust Co | 0.10% | No change | 997 | $289K |
| Matisse Capital | 0.15% | No change | 995 | $288K |
| Signature Resources Capital Management, LLC | 0.26% | No change | 994 | $288K |
| Sittner & Nelson, LLC | 0.12% | No change | 993 | $288K |
| Hofer & Associates. Inc | 0.19% | Reduce -4.3% | 991 | $287K |
| Legacy Capital Wealth Management, LLC | 0.29% | — | 991 | $287K |
| Heartwood Wealth Advisors LLC | 0.03% | Add +1.4% | 989 | $287K |
| Woodstock Corp. | 0.03% | Add +1.8% | 989 | $287K |
| IPG Investment Advisors LLC | 0.07% | New | 987 | $286K |
| Dearborn Partners LLC | 0.01% | Reduce -1.0% | 986 | $286K |
| Laurel Wealth Planning LLC | 0.18% | Reduce -4.9% | 982 | $285K |
| Crowley Wealth Management, Inc. | 0.25% | — | 983 | $285K |
| D L Carlson Investment Group Inc. | 0.05% | Reduce -3.4% | 982 | $285K |
| Lunt Capital Management, Inc. | 0.11% | No change | 982 | $285K |
| Affinity Capital Advisors, LLC | 0.05% | Reduce -22.5% | 975 | $284K |
| Angeles Investment Advisors, LLC | 0.01% | Add +10.1% | 980 | $284K |
| Wisconsin Wealth Advisors, LLC | 0.42% | — | 979 | $284K |
| Gibbs Wealth Management | 0.08% | Add +14.4% | 975 | $283K |
| City National Bank of Florida | 0.26% | — | 973 | $282K |
| Financial Futures Ltd Liability Co. | 0.16% | Reduce -14.6% | 972 | $282K |
| Northwest Bank & Trust Co | 0.21% | No change | 938 | $281K |
| Private Management Group Inc. | 0.01% | Add +4.0% | 970 | $281K |
| Alteri Wealth LLC | 0.08% | — | 969 | $281K |
| Purkiss Capital Advisors LLC | 0.24% | — | 967 | $280K |
| DDFG, Inc | 0.08% | Add +0.6% | 964 | $279K |
| Mengis Capital Management, Inc. | 0.06% | Reduce -0.2% | 964 | $279K |
| American Financial & Tax Strategies Inc. | 0.14% | No change | 960 | $278K |
| Gibraltar Capital Management, Inc. | 0.12% | Reduce -0.7% | 957 | $277K |
| Rockport Wealth LLC | 0.12% | Reduce -44.1% | 960 | $277K |
| Headland Capital, LLC | 0.09% | — | 953 | $276K |
| River Street Advisors LLC | 0.14% | No change | 951 | $276K |
| Cadent Capital Advisors, LLC | 0.10% | No change | 950 | $275K |
| Provident Investment Management, Inc. | 0.03% | No change | 946 | $274K |
| Bond & Devick Financial Network, Inc. | 0.12% | No change | 968 | $274K |
| Tectonic Advisors LLC | 0.02% | Add +13.7% | 944 | $274K |
| Black Swift Group, LLC | 0.06% | Add +11.9% | 942 | $273K |
| Code Waechter LLC | 0.24% | Add +0.3% | 932 | $270K |
| Cutter & CO Brokerage, Inc. | 0.07% | Reduce -2.1% | 927 | $269K |
| Coastwise Capital Group, LLC | 0.21% | No change | 926 | $268K |
| Tudor Financial Inc. | 0.16% | Add +15.5% | 924 | $268K |
| Elm3 Financial Group, LLC | 0.23% | — | 924 | $268K |
| Klingenstein Fields & Co. LP | 0.01% | Add +0.1% | 922 | $267K |
| Heritage Family Offices, LLP | 0.13% | Reduce -25.9% | 921 | $267K |
| Schrum Private Wealth Management LLC | 0.23% | Reduce -43.6% | 918 | $266K |
| Field & Main Bank | 0.09% | Add +190.2% | 917 | $266K |
| Verum Partners LLC | 0.08% | Reduce -1.7% | 916 | $266K |
| Towerpoint Wealth, LLC | 0.13% | New | 913 | $265K |
| Edge Financial Advisors LLC | 0.24% | Add +17.8% | 913 | $265K |
| Lauterbach Financial Advisors, LLC | 0.16% | Add +3.8% | 911 | $264K |
| Firethorn Wealth Partners, LLC | 0.13% | No change | 911 | $264K |
| Absher Wealth Management, LLC | 0.03% | No change | 911 | $264K |
| JRM Investment Counsel, LLC | 0.10% | No change | 910 | $264K |
| FMB Wealth Management | 0.15% | Reduce -5.2% | 909 | $264K |
| Community Bank of Raymore | 0.21% | No change | 909 | $263K |
| TFR Capital, LLC. | 0.13% | — | 904 | $262K |
| Pavion Blue Capital, LLC | 0.12% | No change | 904 | $262K |
| Ellenbecker Investment Group | 0.05% | Add +2.5% | 902 | $261K |
| WESPAC Advisors SoCal, LLC | 0.06% | No change | 901 | $261K |
| Nvest Financial, LLC | 0.13% | Add +0.6% | 900 | $261K |
| Hillcrest Wealth Advisors - NY, LLC | 0.12% | No change | 900 | $261K |
| Tull Financial Group, Inc. | 0.16% | New | 899 | $261K |
| Roth Financial Partners LLC | 0.10% | Add +2.4% | 899 | $261K |
| Harvest Investment Services, LLC | 0.06% | New | 898 | $260K |
| Disciplined Investments, LLC | 0.13% | New | 897 | $260K |
| Mechanics Financial Corp | 0.12% | No change | 893 | $259K |
| Heritage Trust Co | 0.03% | — | 893 | $259K |
| Future Financial Wealth Managment LLC | 0.19% | No change | 888 | $257K |
| First City Capital Management, Inc. | 0.14% | New | 888 | $257K |
| Roxbury Financial LLC | 0.25% | — | 854 | $256K |
| Garrett Wealth Advisory Group, LLC | 0.06% | No change | 883 | $256K |
| Nemes Rush Group LLC | 0.03% | Add +287.3% | 883 | $256K |
| KKM Financial LLC | 0.11% | No change | 881 | $255K |
| Nicollet Investment Management, Inc. | 0.09% | No change | 881 | $255K |
| North Point Portfolio Managers Corp. | 0.04% | Reduce -5.9% | 879 | $255K |
| Sloy Dahl & Holst, LLC | 0.03% | Add +0.1% | 876 | $254K |
| Your Advocates Ltd., LLP | 0.10% | New | 875 | $254K |
| Kapstone Financial Advisors LLC | 0.13% | No change | 845 | $252K |
| Abound Financial, LLC | 0.13% | — | 869 | $252K |
| MidAtlantic Capital Management, Inc. | 0.18% | Add +4.3% | 867 | $251K |
| Institute for Wealth Management, LLC. | 0.03% | Reduce -2.6% | 862 | $250K |
| Lionshead Wealth Management, LLC | 0.18% | — | 862 | $250K |
| Central Valley Advisors, LLC | 0.11% | Add +1.3% | 862 | $250K |
| Zeit Capital LLC | 0.19% | Reduce -49.9% | 827 | $249K |
| Sunbelt Securities, Inc. | 0.02% | Add +2.0% | 852 | $248K |
| Cranbrook Wealth Management, LLC | 0.06% | Add +2.2% | 853 | $247K |
| Moller Wealth Partners | 0.07% | Add +0.5% | 853 | $247K |
| Two West Capital Advisors LLC | 0.21% | Reduce -5.9% | 852 | $247K |
| Pacific Sage Partners, LLC | 0.06% | New | 850 | $246K |
| Orrstown Financial Services Inc. | 0.07% | No change | 850 | $246K |
| Hibernia Wealth Partners, LLC | 0.19% | Reduce -80.8% | 850 | $246K |
| Ariston Services Group | 0.21% | New | 849 | $246K |
| Valued Wealth Advisors LLC | 0.15% | Add +1311.7% | 847 | $246K |
| Widmann Financial Services, Inc. | 0.19% | No change | 847 | $245K |
| Nottingham Advisors, Inc. | 0.03% | No change | 847 | $245K |
| Investmark Advisory Group LLC | 0.12% | Add +0.5% | 846 | $245K |
| Iron Horse Wealth Management, LLC | 0.08% | Add +6.3% | 845 | $245K |
| 25 LLC | 0.10% | New | 842 | $244K |
| Pinkerton Wealth, LLC | 0.04% | Reduce -60.0% | 841 | $244K |
| Birch Hill Investment Advisors LLC | 0.01% | Reduce -5.6% | 841 | $244K |
| Andina Capital Management, LLC | 0.20% | Reduce -6.3% | 838 | $243K |
| Spectrum Wealth Advisory Group, LLC | 0.11% | Reduce -10.9% | 836 | $242K |
| Willis Investment Counsel | 0.02% | Add +3.0% | 835 | $242K |
| Olde Wealth Management, LLC | 0.09% | No change | 838 | $242K |
| KilterHowling LLC | 0.14% | Reduce -3.2% | 807 | $241K |
| O'Dell Group, LLC | 0.05% | New | 831 | $241K |
| Golden Bell Financial Planning LLC | 0.24% | — | 831 | $241K |
| G2 Capital Management, LLC / Oh | 0.07% | No change | 828 | $240K |
| Ameraudi Asset Management, Inc. | 0.13% | Reduce -50.0% | 826 | $239K |
| Stanley-Laman Group, Ltd. | 0.03% | Reduce -1.0% | 825 | $239K |
| Kickstand Ventures, Llc. | 0.06% | New | 824 | $239K |
| True Freedom Investing, LLC | 0.10% | — | 824 | $239K |
| Smith Anglin Financial, LLC | 0.02% | New | 823 | $239K |
| Schulz Wealth, LTD. | 0.18% | Reduce -0.6% | 822 | $238K |
| Oak Family Advisors, LLC | 0.09% | No change | 821 | $238K |
| Horst & Graben Wealth Management LLC | 0.04% | Reduce -0.4% | 820 | $238K |
| Hobart Private Capital, LLC | 0.06% | Reduce -1.2% | 819 | $237K |
| Bearing Point Capital, LLC | 0.05% | — | 815 | $236K |
| Oxinas Partners, LLC | 0.14% | Reduce -39.2% | 815 | $236K |
| Barnes Pettey Financial Advisors, LLC | 0.18% | No change | 812 | $235K |
| Invictus Private Wealth, LLC | 0.02% | Add +2.4% | 811 | $235K |
| DDD Partners, LLC | 0.03% | Add +1.4% | 810 | $235K |
| Spectrum Investment Advisors, Inc. | 0.16% | Add +3.1% | 808 | $234K |
| Ade, LLC | 0.14% | Add +0.3% | 804 | $233K |
| Insight Wealth Strategies, LLC | 0.03% | Add +3.6% | 804 | $233K |
| Michels Family Financial, LLC | 0.21% | — | 801 | $232K |
| Occidental Asset Management, LLC | 0.04% | Reduce -38.0% | 801 | $232K |
| LGT Financial Advisors LLC | 0.51% | Reduce -71.5% | 801 | $232K |
| Guerra Pan Advisors, LLC | 0.17% | No change | 800 | $232K |
| Selway Asset Management | 0.09% | No change | 800 | $232K |
| Joseph P. Lucia & Associates, LLC | 0.10% | Add +0.1% | 799 | $232K |
| TFC Financial Management, Inc. | 0.04% | Reduce -14.2% | 796 | $231K |
| Shilanski & Associates, Inc. | 0.07% | New | 795 | $230K |
| LVZ, Inc. | 0.03% | Reduce -8.1% | 795 | $230K |
| Perissos Private Wealth Management, LLC | 0.17% | Add +0.3% | 794 | $230K |
| SkyView Investment Advisors, LLC | 0.04% | Reduce -7.8% | 795 | $230K |
| Riverpoint Wealth Management Holdings, LLC | 0.06% | Add +1.7% | 787 | $228K |
| Gator Capital Management, LLC | 0.09% | New | 785 | $228K |
| Oak Grove Capital LLC | 0.05% | New | 784 | $227K |
| MRA Advisory Group | 0.12% | Add +0.3% | 783 | $227K |
| Stonebrook Private Inc. | 0.06% | Add +7.7% | 781 | $226K |
| Alterna Wealth Management, Inc. | 0.19% | New | 780 | $226K |
| Pin Oak Investment Advisors Inc. | 0.21% | Add +2.6% | 799 | $226K |
| Stone House Investment Management, LLC | 0.06% | Add +0.1% | 779 | $226K |
| Consilio Wealth Advisors, LLC | 0.09% | Add +0.4% | 777 | $226K |
| Uncommon Cents Investing LLC | 0.07% | No change | 778 | $225K |
| CJM Wealth Advisers, Ltd. | 0.08% | Reduce -6.6% | 778 | $225K |
| Monarch Capital Management Inc. | 0.06% | No change | 776 | $225K |
| Colonial Trust Co / SC | 0.03% | No change | 775 | $225K |
| Berkshire Asset Management LLC | 0.01% | New | 745 | $224K |
| Home Federal Bank of Tennessee | 0.07% | Reduce -5.2% | 774 | $224K |
| Community Trust & Investment Co. | 0.01% | No change | 774 | $224K |
| Country Trust Bank | 0.01% | New | 773 | $224K |
| Fenimore Asset Management Inc | 0.00% | No change | 773 | $224K |
| Peirce Capital Management, LLC | 0.11% | Reduce -36.9% | 768 | $223K |
| Wharton Business Group, LLC | 0.01% | No change | 765 | $222K |
| Kennedy Investment Group, Inc. | 0.10% | Add +0.4% | 766 | $222K |
| Mindset Wealth Management, LLC | 0.08% | Add +6.1% | 763 | $221K |
| Stewardship Advisors, LLC | 0.06% | Reduce -0.8% | 761 | $221K |
| Watts Gwilliam & Co., LLC | 0.05% | No change | 754 | $220K |
| Missouri Trust & Investment Co | 0.08% | No change | 758 | $220K |
| Brewster Financial Planning LLC | 0.17% | No change | 756 | $219K |
| Excalibur Management Corp. | 0.09% | New | 756 | $219K |
| SRH Advisors, LLC | 0.06% | Reduce -11.2% | 753 | $218K |
| Williamson Legacy Group, LLC | 0.15% | No change | 752 | $218K |
| LongView Asset Management LLC | 0.19% | — | 748 | $217K |
| Shearwater Capital LLC | 0.15% | No change | 747 | $216K |
| Prosperitas Financial LLC | 0.11% | No change | 745 | $216K |
| Sargent Investment Group, LLC | 0.04% | No change | 750 | $216K |
| Ardent Capital Management, Inc. | 0.10% | No change | 744 | $216K |
| Farmers National Bank | 0.06% | — | 742 | $215K |
| Foguth Wealth Management, LLC. | 0.06% | New | 710 | $214K |
| Persium Advisors, LLC | 0.21% | — | 738 | $214K |
| E&G Advisors, LLC | 0.06% | Add +0.7% | 736 | $213K |
| waypoint wealth counsel | 0.14% | New | 734 | $213K |
| Xcel Wealth Management, LLC | 0.06% | No change | 731 | $212K |
| Summit Place Financial Advisors, LLC | 0.12% | Add +0.7% | 730 | $212K |
| Attessa Capital LLC | 0.14% | — | 730 | $212K |
| Triton Financial Group Inc | 0.13% | Add +0.1% | 729 | $211K |
| LVM Capital Management Ltd. | 0.02% | New | 730 | $211K |
| Financial Life Advisors | 0.08% | Reduce -4.0% | 728 | $211K |
| Spectrum Financial Alliance Ltd LLC | 0.07% | Add +0.3% | 728 | $211K |
| Total Wealth Planning & Management, Inc. | 0.21% | — | 727 | $211K |
| Financial Partners Group, LLC | 0.09% | New | 726 | $210K |
| Clarity Capital Partners LLC | 0.11% | No change | 726 | $210K |
| SMART Wealth LLC | 0.07% | New | 724 | $210K |
| Robinson Smith Wealth Advisors LLC | 0.18% | Reduce -18.2% | 723 | $210K |
| Paces Ferry Wealth Advisors, LLC | 0.10% | New | 723 | $209K |
| TCV Trust & Wealth Management, Inc. | 0.02% | No change | 719 | $208K |
| Camarda Financial Advisors, LLC | 0.08% | New | 714 | $207K |
| Campbell Wealth Management | 0.02% | New | 714 | $207K |
| Total Wealth Planning, LLC | 0.03% | No change | 713 | $207K |
| Cottage Street Advisors LLC | 0.11% | Reduce -28.7% | 712 | $206K |
| Bremer Bank National Association | 0.04% | Reduce -2.5% | 712 | $206K |
| Taylor & Morgan Wealth Management, LLC | 0.14% | Reduce -3.9% | 710 | $206K |
| Synergy Financial Group, LTD | 0.17% | No change | 710 | $206K |
| Bull Oak Capital, LLC | 0.11% | Add +0.1% | 707 | $205K |
| Argent Advisors, Inc. | 0.08% | Reduce -67.0% | 706 | $205K |
| Buckhead Capital Management LLC | 0.07% | New | 705 | $204K |
| 49 Wealth Management, LLC | 0.03% | Reduce -18.8% | 705 | $204K |
| Correct Capital Wealth Management | 0.04% | Reduce -10.1% | 703 | $204K |
| Lowe Wealth Advisors, LLC | 0.09% | Add +29.5% | 702 | $203K |
| Finward Bancorp | 0.18% | — | 702 | $203K |
| Sightline Wealth Advisors, LLC | 0.11% | New | 702 | $203K |
| Warburton Capital Management, LLC | 0.15% | — | 702 | $203K |
| Frisco Financial Planning LLC | 0.20% | — | 697 | $202K |
| Middleton & Co. Inc. | 0.02% | Reduce -16.2% | 697 | $202K |
| Evernest Financial Advisors, LLC | 0.05% | New | 696 | $202K |
| Goodman Financial Corp | 0.04% | New | 695 | $202K |
| KFG Wealth Management, LLC | 0.04% | New | 693 | $201K |
| SK Wealth Management, LLC | 0.10% | No change | 691 | $200K |
| 4Thought Financial Group Inc. | 0.12% | Add +0.7% | 678 | $196K |
| Rise Advisors, LLC | 0.09% | Add +0.6% | 671 | $194K |
| Riggs Asset Managment Co. Inc. | 0.05% | Reduce -11.5% | 662 | $193K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Reduce -72.1% | 657 | $190K |
| Copia Wealth Management | 0.18% | — | 653 | $189K |
| Chesapeake Asset Management LLC | 0.17% | Reduce -13.5% | 646 | $187K |
| Strategic Investment Solutions, Inc. | 0.06% | Add +135.4% | 758 | $186K |
| Wellington Shields & Co., LLC | 0.06% | Reduce -13.7% | 630 | $183K |
| Wintrust Investments LLC | 0.16% | Reduce -38.6% | 610 | $177K |
| Luken Investment Analytics, LLC | 0.08% | No change | 610 | $177K |
| Koesten, Hirschmann & Crabtree, INC. | 0.10% | No change | 607 | $176K |
| Evolution Advisers, Inc. | 0.10% | Add +4.3% | 35,035 | $175K |
| Advantage Trust Co | 0.10% | No change | 600 | $174K |
| Legacy Bridge, LLC | 0.09% | No change | 600 | $174K |
| Bray Capital Advisors | 0.05% | No change | 596 | $173K |
| New Wave Wealth Advisors LLC | 0.07% | New | 590 | $171K |
| Stephens Consulting, LLC | 0.04% | Add +64.0% | 587 | $170K |
| Atlatl Advisers LLC | 0.10% | — | 574 | $166K |
| Evergreen Private Wealth LLC | 0.08% | No change | 572 | $166K |
| Moser Wealth Advisors, LLC | 0.09% | No change | 566 | $164K |
| Wolff Wiese Magana LLC | 0.11% | Add +0.7% | 565 | $164K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.32% | No change | 562 | $163K |
| Stuart Chaussee & Associates, Inc. | 0.04% | No change | 556 | $161K |
| Legacies Wealth LLC | 0.12% | Reduce -2.8% | 556 | $161K |
| First Financial Corp. | 0.07% | Reduce -11.7% | 552 | $160K |
| Global Wealth Strategies & Associates | 0.05% | Add +0.2% | 549 | $159K |
| DHJJ Financial Advisors, Ltd. | 0.06% | Add +0.2% | 545 | $158K |
| NFSG Corp | 0.04% | New | 532 | $154K |
| GW&K Investment Management, LLC | 0.00% | Add +122.8% | 528 | $153K |
| Tower View Wealth Management LLC | 0.08% | Add +0.6% | 526 | $153K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -29.8% | 524 | $152K |
| Sound Financial Strategies Group, LLC | 0.13% | New | 521 | $151K |
| one8zero8, LLC | 0.03% | — | 515 | $149K |
| Kiely Wealth Advisory Group, Inc. | 0.10% | No change | 494 | $148K |
| Cornerstone Planning Group LLC | 0.04% | Reduce -11.1% | 491 | $146K |
| Eagle Bay Advisors LLC | 0.09% | No change | 500 | $145K |
| Wellington Shields Capital Management, LLC | 0.03% | No change | 500 | $145K |
| Creekmur Asset Management LLC | 0.03% | Add +0.2% | 479 | $139K |
| American Capital Advisory, LLC | 0.07% | No change | 453 | $131K |
| Darwin Wealth Management, LLC | 0.04% | Add +66.2% | 452 | $131K |
| Mascoma Wealth Management LLC | 0.03% | Reduce -18.8% | 448 | $130K |
| Castleview Partners, LLC | 0.07% | Reduce -6.9% | 448 | $130K |
| Kieckhefer Group LLC | 0.08% | — | 446 | $129K |
| Aventura Private Wealth, LLC | 0.07% | — | 429 | $124K |
| Investors Research Corp | 0.03% | Reduce -35.6% | 425 | $123K |
| Tradewinds Capital Management, LLC | 0.03% | Add +5.1% | 412 | $119K |
| Finley Financial, LLC | 0.06% | — | 405 | $119K |
| Nkcfo LLC | 0.05% | No change | 400 | $116K |
| Provident Wealth Management, LLC | 0.04% | Reduce -50.0% | 400 | $116K |
| Fortis Group Advisors, LLC | 0.02% | No change | 389 | $113K |
| Alexis Investment Partners, LLC | 0.05% | — | 385 | $112K |
| Balefire, LLC | 0.04% | Reduce -0.3% | 372 | $108K |
| Marquette Asset Management, LLC | 0.02% | No change | 371 | $108K |
| Millstone Evans Group, LLC | 0.07% | — | 366 | $106K |
| Clarkston Capital Partners, LLC | 0.00% | New | 365 | $106K |
| CGC Financial Services, LLC | 0.04% | Add +0.6% | 364 | $106K |
| Bay Harbor Wealth Management, LLC | 0.03% | Add +5.9% | 361 | $105K |
| Financial Gravity Companies, Inc. | 0.02% | Add +0.6% | 359 | $104K |
| Winnacle Wealth LLC | 0.10% | — | 357 | $103K |
| Rogco, LP | 0.04% | No change | 355 | $103K |
| Compass Wealth Management LLC | 0.02% | No change | 350 | $101K |
| Founders Financial Alliance, LLC | 0.03% | Reduce -2.3% | 344 | $100K |
| JDM Financial Group LLC | 0.05% | Add +11.4% | 342 | $99K |
| Bellwether Advisors, LLC | 0.02% | New | 342 | $99K |
| Canton Hathaway, LLC | 0.02% | No change | 340 | $99K |
| Horizon Investments, LLC | 0.00% | New | 336 | $97K |
| Punch & Associates Investment Management, Inc. | 0.01% | Add +11.7% | 324 | $94K |
| Richards, Merrill & Peterson, Inc. | 0.05% | — | 323 | $94K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 320 | $93K |
| National Bank of Canada | 0.00% | Reduce -98.1% | 305 | $88K |
| Bernard Wealth Management Corp. | 0.04% | — | 304 | $88K |
| Ballast Advisors LLC | 0.03% | No change | 298 | $86K |
| Ulland Investment Advisors, LLC | 0.06% | Reduce -11.0% | 298 | $86K |
| Viewpoint Capital Management LLC | 0.04% | Reduce -48.0% | 295 | $86K |
| Resources Management Corp. /CT/ | 0.01% | Reduce -1.7% | 295 | $85K |
| Activest Wealth Management | 0.02% | No change | 282 | $82K |
| WR Wealth Planners, LLC | 0.03% | Add +125.2% | 277 | $80K |
| Whipplewood Advisors, LLC | 0.04% | — | 264 | $77K |
| Silicon Valley Capital Partners | 0.01% | Add +1.2% | 260 | $75K |
| Raleigh Capital Management Inc. | 0.03% | Add +66.7% | 255 | $74K |
| Motco | 0.01% | No change | 252 | $73K |
| Gen-Wealth Partners Inc | 0.03% | No change | 249 | $72K |
| Sellwood Investment Partners LLC | 0.04% | — | 246 | $71K |
| Westend Capital Management, LLC | 0.02% | No change | 220 | $64K |
| 2UniFi Bank | 0.04% | — | 213 | $62K |
| Towne Trust Company, N.A | 0.02% | New | 208 | $60K |
| Paloma Partners Management Co | 0.01% | New | 200 | $58K |
| Noble Wealth Management PBC | 0.04% | — | 187 | $54K |
| Flagship Wealth Advisors, LLC | 0.03% | — | 187 | $54K |
| Arcadia Investment Management Corp. | 0.01% | No change | 185 | $54K |
| 1620 Investment Advisors, Inc. | 0.04% | Add +4.0% | 180 | $52K |
| Anderson Financial Strategies, LLC | 0.03% | — | 180 | $52K |
| PSI Advisors, LLC | 0.02% | No change | 180 | $52K |
| Truvestments Capital LLC | 0.01% | Add +1500.0% | 176 | $51K |
| Quantum Capital Management, LLC / NJ | 0.01% | Reduce -0.6% | 169 | $49K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 161 | $47K |
| New England Capital Financial Advisors LLC | 0.02% | No change | 160 | $46K |
| FSC Wealth Advisors, LLC | 0.03% | No change | 155 | $45K |
| Wagner Wealth Management, LLC | 0.01% | New | 153 | $44K |
| FWL Investment Management, LLC | 0.02% | No change | 153 | $44K |
| Promus Capital, LLC | 0.03% | — | 150 | $43K |
| Mattson Financial Services, LLC | 0.01% | Add +17.2% | 150 | $42K |
| Hartford Financial Management Inc. | 0.01% | No change | 146 | $42K |
| Friedenthal Financial | 0.02% | Add +12.2% | 138 | $40K |
| Urban Financial Advisory Corp | 0.02% | No change | 131 | $38K |
| Luminist Capital LLC | 0.07% | — | 130 | $38K |
| Clean Yield Group | 0.01% | No change | 125 | $36K |
| Colony Family Offices, LLC | 0.01% | No change | 123 | $36K |
| MeadowBrook Investment Advisors LLC | 0.03% | No change | 115 | $33K |
| AlphaMark Advisors, LLC | 0.01% | New | 115 | $33K |
| Denver PWM, LLC | 0.01% | New | 113 | $33K |
| Wells Financial Advisors INC | 0.04% | No change | 112 | $32K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 110 | $32K |
| Clark Wealth Partners | 0.02% | — | 101 | $29K |
| Hexagon Capital Partners LLC | 0.01% | No change | 101 | $29K |
| Mountain Hill Investment Partners Corp. | 0.03% | — | 100 | $29K |
| Kozak & Associates, Inc. | 0.01% | Reduce -3.0% | 96 | $28K |
| MTM Investment Management, LLC | 0.01% | Reduce -5.1% | 93 | $27K |
| FLP Wealth Management, LLC | 0.07% | — | 89 | $26K |
| Cordgrass Capital Advisors, LLC | 0.01% | No change | 81 | $23K |
| Bangor Savings Bank | 0.00% | Add +129.4% | 78 | $23K |
| Semmax Financial Advisors Inc. | 0.01% | Add +1.4% | 73 | $22K |
| Godsey & Gibb, Inc. | 0.00% | No change | 76 | $22K |
| Ramirez Asset Management, Inc. | 0.00% | No change | 75 | $22K |
| Mainstream Capital Management LLC | 0.01% | New | 73 | $21K |
| Broadwater Capital Management LLC | 0.02% | No change | 72 | $21K |
| WPG Advisers, LLC | 0.02% | — | 70 | $20K |
| Mb, Levis & Associates, LLC | 0.01% | No change | 67 | $19K |
| Capital A Wealth Management, LLC | 0.03% | — | 64 | $19K |
| Fort Vancouver Investment Management, LLC | 0.01% | No change | 60 | $17K |
| SIMA Wealth Partners, LLC | 0.01% | New | 54 | $16K |
| Innovative Advisory Group, LLC | 0.01% | — | 53 | $15K |
| Hoey Investments, Inc. | 0.00% | Reduce -32.0% | 51 | $15K |
| Harris Associates (Oakmark Funds) | 0.00% | No change | 50 | $14K |
| Pathway Financial Advisers, LLC | 0.00% | No change | 46 | $13K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | — | 44 | $13K |
| City State Bank | 0.00% | Add +230.8% | 43 | $12K |
| PFS Partners, LLC | 0.01% | No change | 42 | $12K |
| WestEnd Advisors, LLC | 0.00% | No change | 39 | $11K |
| Chelsea Counsel Co. | 0.01% | No change | 36 | $10K |
| Minot DeBlois Advisors LLC | 0.01% | — | 35 | $10K |
| PayPay Securities Corp | 0.44% | Add +218.2% | 35 | $10K |
| Wiser Advisor Group LLC | 0.01% | No change | 34 | $10K |
| Guardian Wealth Management, Inc. | 0.01% | No change | 33 | $9K |
| Financial Life Planners | 0.01% | — | 30 | $9K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 23 | $7K |
| Bank & Trust Co | 0.01% | No change | 21 | $6K |
| TCTC Holdings, LLC | 0.00% | No change | 20 | $6K |
| Game Plan Financial Advisors, LLC | 0.00% | Reduce -22.7% | 17 | $5K |
| Atticus Wealth Management, LLC | 0.00% | Reduce -93.9% | 14 | $4K |
| Investment Research & Advisory Group, Inc. | 0.00% | No change | 14 | $4K |
| Perritt Capital Management Inc | 0.00% | Add +50.0% | 12 | $4K |
| Western Pacific Wealth Management, LP | 0.00% | No change | 11 | $3K |
| Legend Financial Advisors, Inc. | 0.00% | New | 6 | $2K |
| Lanark Financial, Inc. | 0.15% | — | 5 | $2K |
| New Millennium Group LLC | 0.00% | No change | 3 | $923 |
| Capital & Planning, LLC | 0.00% | — | 3 | $869 |
"% 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.