VG Morningstar TS MKT ETF-USVTIETF
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 3,226 institutions reported holding VG Morningstar TS MKT ETF-US (VTI) in their 13F filings, up 64 from Q1 2025. 161 opened new positions and 88 sold out. The largest holders were Vanguard Group Inc. ($17.9B), Betterment LLC ($8.0B) and Wealthfront Advisers LLC ($5.2B). 7 famous investors held it, including Cliff Asness (0.2% of AQR Capital Management's portfolio), Mario Gabelli (0.2% of GAMCO Investors'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 (Q2 2025)
- CUSIP
- 922908769
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 161 | $307.5M |
| Exits | 88 | $981.1M |
All 13F filers, Q1 2025 → Q2 2025: 174,298,408 shares bought and 13,757,797 shares sold, net +160,540,611 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3,226 holders
| Vanguard Group Inc. | 0.29% | Add +5.1% | 58,768,332 | $17.9B |
| Betterment LLC | 17.02% | Add +0.8% | 26,303,687 | $8.0B |
| Wealthfront Advisers LLC | 13.46% | Add +7.7% | 17,195,561 | $5.2B |
| Morgan Stanley | 0.27% | Add +1.7% | 13,620,314 | $4.1B |
| LPL Financial LLC | 1.37% | Add +4.0% | 13,517,198 | $4.1B |
| Bank of America Corp. | 0.33% | Add +2.4% | 13,496,400 | $4.1B |
| WealthNavi Inc. | 37.81% | Add +7.8% | 12,352,859 | $3.8B |
| Northern Trust Corp. | 0.40% | Reduce -1.3% | 9,634,009 | $2.9B |
| Allworth Financial LP | 12.16% | Add +1.9% | 8,339,758 | $2.5B |
| HB Wealth Management, LLC | 18.89% | Reduce -8.2% | 7,767,509 | $2.4B |
| Creative Planning | 1.65% | Reduce -2.9% | 6,351,163 | $1.9B |
| Ballentine Partners, LLC | 27.36% | Add +2.0% | 5,974,816 | $1.8B |
| Envestnet Asset Management Inc. | 0.53% | Reduce -1.9% | 5,922,093 | $1.8B |
| Wells Fargo & Company | 0.38% | Reduce -3.5% | 5,677,559 | $1.7B |
| JPMorgan Chase & Co. | 0.11% | Add +18.4% | 5,237,643 | $1.6B |
| Forvis Mazars Wealth Advisors, LLC | 30.34% | Add +3.8% | 4,627,426 | $1.4B |
| UBS Group AG | 0.27% | Add +0.2% | 4,170,667 | $1.3B |
| Nissay Asset Management Corp. /Japan | 7.02% | No change | 3,944,205 | $1.2B |
| Sequoia Financial Advisors, LLC | 7.41% | Add +2.8% | 3,555,236 | $1.1B |
| State of New Jersey Common Pension Fund D | 4.14% | Add +105.0% | 3,514,970 | $1.1B |
| Raymond James Financial Inc. | 0.32% | Reduce -3.3% | 3,042,106 | $924.6M |
| Royal Bank of Canada | 0.17% | Reduce -32.9% | 2,932,748 | $891.4M |
| Cetera Investment Advisers | 1.49% | Add +25.6% | 2,900,529 | $881.6M |
| SCS Capital Management LLC | 9.13% | Add +5.5% | 2,709,460 | $823.8M |
| National Mutual Insurance Federation of Agricultural Cooperatives | 6.61% | No change | 2,686,800 | $816.6M |
| PNC Financial Services Group, Inc. | 0.50% | Add +0.0% | 2,549,479 | $774.9M |
| Commonwealth Equity Services, LLC | 0.98% | Reduce -4.5% | 2,446,455 | $743.6M |
| Goldman Sachs Group Inc. | 0.11% | Reduce -0.6% | 2,328,192 | $707.6M |
| Ameriprise Financial Inc. | 0.17% | Reduce -7.4% | 2,261,816 | $687.7M |
| US Bancorp \de | 0.82% | Reduce -3.3% | 2,144,830 | $651.9M |
| Bank of New York Mellon Corp | 0.12% | Reduce -1.1% | 2,134,175 | $648.6M |
| Cambridge Investment Research Advisors, Inc. | 1.89% | Add +1.6% | 2,040,362 | $620.1M |
| Wealthspire Advisors, LLC | 3.37% | Reduce -13.0% | 1,972,304 | $599.4M |
| Facet Wealth, Inc. | 13.39% | Add +6.3% | 1,895,368 | $589.3M |
| Brown Advisory Inc. | 0.76% | Add +0.8% | 1,895,444 | $576.1M |
| Mariner, LLC | 0.78% | Add +8.7% | 1,774,182 | $539.2M |
| HighTower Advisors, LLC | 0.65% | Add +6.1% | 1,717,728 | $522.1M |
| Cerity Partners LLC | 0.91% | Add +2.5% | 1,671,202 | $508.0M |
| State of Tennessee, Department of Treasury | 1.80% | Reduce -0.4% | 1,654,571 | $502.9M |
| Summit Financial, LLC | 11.37% | Add +8.6% | 1,648,443 | $502.5M |
| Savant Capital, LLC | 3.55% | Add +12.3% | 1,627,351 | $494.6M |
| Empower Advisory Group, LLC | 1.46% | Add +3.0% | 1,599,221 | $486.1M |
| Osaic Holdings, Inc. | 0.80% | Reduce -10.5% | 1,483,452 | $450.9M |
| Patriot Investment Management Group, Inc. | 30.72% | Add +1.1% | 1,460,097 | $443.8M |
| Focus Partners Wealth | 0.95% | Add +28.8% | 1,446,595 | $439.7M |
| Foster Group, Inc. | 13.78% | Add +3.9% | 1,324,199 | $402.5M |
| Ritholtz Wealth Management | 8.79% | Add +23.1% | 1,310,049 | $398.2M |
| CW Advisors, LLC | 3.83% | Add +1845.9% | 1,301,321 | $395.5M |
| Vestmark Advisory Solutions, Inc. | 5.59% | Add +117.2% | 1,273,766 | $387.1M |
| FMR LLC | 0.02% | Add +4.1% | 1,227,570 | $373.1M |
| Truepoint, Inc. | 9.21% | Reduce -1.1% | 1,217,272 | $370.0M |
| Sageworth Trust Co | 20.30% | Add +2.4% | 1,206,128 | $366.6M |
| Prime Capital Investment Advisors, LLC | 4.82% | Reduce -4.3% | 1,192,935 | $362.6M |
| Wealthcare Capital Management LLC | 37.99% | Reduce -4.1% | 1,182,371 | $359.4M |
| Corient Private Wealth LP | 0.48% | Add +3.9% | 1,176,951 | $357.7M |
| Private Advisor Group, LLC | 1.91% | Add +4.5% | 1,165,863 | $354.3M |
| Vista Capital Partners, Inc. | 37.08% | Reduce -1.5% | 1,114,265 | $338.7M |
| Wealth Enhancement Advisory Services, LLC | 0.55% | Add +0.7% | 1,078,645 | $332.3M |
| Assetmark, Inc. | 0.76% | Add +265.2% | 1,059,390 | $322.0M |
| Symetra Investment Management Co | 82.96% | Add +10.0% | 1,042,140 | $316.7M |
| Novo Holdings A/S | 22.28% | No change | 1,038,550 | $315.6M |
| Capstone Financial Advisors, Inc. | 16.62% | Reduce -1.9% | 942,276 | $286.4M |
| Northwestern Mutual Wealth Management Co. | 0.20% | Add +3.4% | 917,699 | $278.9M |
| Bank of Montreal | 0.14% | Add +1.5% | 910,754 | $276.8M |
| First Business Financial Services, Inc. | 24.72% | Reduce -0.0% | 902,062 | $274.2M |
| Gibson Capital, LLC | 53.00% | Reduce -0.6% | 883,252 | $268.4M |
| NorthCoast Asset Management LLC | 1.14% | Reduce -2.8% | 877,260 | $266.9M |
| Oxford Financial Group, LTD. LLC | 15.73% | Add +7.9% | 871,095 | $264.8M |
| Moss Adams Wealth Advisors LLC | 24.04% | Add +5.4% | 869,024 | $264.7M |
| Elm Partners Management LLC | 14.89% | Add +108.2% | 844,068 | $256.5M |
| Lincoln National Corp. | 7.70% | Add +1.5% | 834,850 | $253.7M |
| Citigroup Inc. | 0.18% | Add +0.2% | 832,914 | $253.1M |
| Tiaa Trust, National Association | 0.65% | Reduce -8.7% | 818,117 | $248.7M |
| Plancorp, LLC | 8.55% | Add +36.5% | 811,834 | $246.7M |
| Cresset Asset Management, LLC | 1.20% | Reduce -7.2% | 788,258 | $240.3M |
| Baird Financial Group, Inc. | 0.42% | Add +3.7% | 787,131 | $239.2M |
| Provida Pension Fund Administrator | 4.31% | Add +27.3% | 783,348 | $238.2M |
| Verus Financial Partners, Inc. | 23.84% | Add +2.0% | 760,857 | $234.0M |
| Hardy Reed LLC | 18.60% | Reduce -1.4% | 763,615 | $232.1M |
| Pathstone Holdings, LLC | 0.91% | Add +12.0% | 758,593 | $230.7M |
| Rebalance, LLC | 15.37% | Add +13.0% | 744,523 | $226.3M |
| Ieq Capital, LLC | 1.37% | Add +8.9% | 736,279 | $223.8M |
| Tidal Investments LLC | 1.46% | Reduce -1.0% | 735,324 | $223.5M |
| Investure, LLC | 16.83% | Reduce -8.1% | 726,409 | $220.8M |
| Truist Financial Corp. | 0.32% | Add +5.5% | 722,572 | $219.6M |
| Stephens Inc. | 2.98% | Reduce -12.9% | 711,937 | $216.4M |
| Stifel Financial Corp. | 0.21% | Add +1.2% | 697,285 | $211.9M |
| Captrust Financial Advisors | 0.47% | Add +4.0% | 693,095 | $210.7M |
| Cabot-Wellington, LLC | 71.12% | Reduce -2.8% | 679,335 | $206.5M |
| Boston Standard Wealth Management, LLC | 37.06% | Add +5.3% | 676,828 | $205.7M |
| AQR Capital Management | 0.17% | Add +9.6% | 669,343 | $203.4M |
| N.E.W. Advisory Services LLC | 19.18% | Reduce -13.8% | 650,245 | $197.6M |
| Agf Management Ltd. | 0.89% | Add +0.1% | 641,572 | $195.1M |
| Trilogy Capital Inc. | 9.49% | Add +6.0% | 641,878 | $195.1M |
| Cambridge Associates LLC /Ma/ | 4.29% | Add +14.0% | 640,269 | $194.7M |
| Rockefeller Capital Management L.P. | 0.42% | Add +2.0% | 626,551 | $191.6M |
| SBI Securities Co., Ltd. | 5.46% | Reduce -2.5% | 624,292 | $189.7M |
| Allen Investment Management, LLC | 2.01% | Add +0.0% | 605,721 | $184.1M |
| Focus Partners Advisor Solutions, LLC | 2.43% | Add +40.8% | 600,329 | $182.5M |
| Evoke Wealth, LLC | 4.14% | Add +2.7% | 578,592 | $176.4M |
| Envestnet Portfolio Solutions, Inc. | 0.65% | Reduce -8.7% | 579,864 | $176.2M |
| PrairieView Partners, LLC | 16.84% | Add +1.2% | 572,751 | $174.1M |
| Kestra Advisory Services, LLC | 0.85% | Add +8.0% | 572,106 | $173.9M |
| Sendero Wealth Management, LLC | 21.63% | Reduce -1.5% | 570,320 | $173.3M |
| Tanglewood Wealth Management, Inc. | 16.94% | Add +20.1% | 565,435 | $171.9M |
| D.A. Davidson & Co. | 1.18% | Reduce -0.9% | 552,652 | $168.0M |
| Cardinal Point Capital Management ULC | 13.26% | Add +3.0% | 549,135 | $167.4M |
| Zhang Financial LLC | 7.66% | Add +11.8% | 546,016 | $166.0M |
| Chai Trust Co. LLC | 9.98% | Add +0.5% | 536,415 | $163.0M |
| Sei Investments Co. | 0.19% | Add +26.3% | 525,961 | $159.9M |
| Beacon Investment Advisory Services, Inc. | 7.01% | Add +13.1% | 522,564 | $158.8M |
| VestGen Advisors, LLC | 6.30% | Reduce -1.9% | 515,746 | $158.1M |
| Legacy Private Trust Co. | 10.21% | Reduce -5.0% | 519,823 | $158.0M |
| Glenmede Investment Management, LP | 0.80% | — | 519,654 | $157.9M |
| Compass Ion Advisors, LLC | 17.00% | Add +1.5% | 516,982 | $157.1M |
| Cardiff Park Advisors, LLC | 13.41% | Add +2.5% | 510,573 | $155.2M |
| AlTi Global, Inc. | 3.88% | Reduce -4.6% | 507,363 | $154.7M |
| Moneta Group Investment Advisors LLC | 1.82% | Add +4.0% | 503,853 | $153.1M |
| Parkwood LLC | 13.96% | Add +47.5% | 499,650 | $151.9M |
| Alps Advisors Inc. | 0.87% | Add +12.7% | 498,522 | $151.5M |
| Two Sigma Investments, LP | 0.28% | Reduce -24.9% | 498,445 | $151.5M |
| Oakwell Private Wealth Management, LLC | 34.64% | Add +12.0% | 494,910 | $150.4M |
| Orion Porfolio Solutions, LLC | 1.28% | Reduce -6.1% | 493,495 | $150.0M |
| Jones Financial Companies LLLP | 0.11% | Add +18.2% | 494,365 | $150.0M |
| RW Investment Management LLC | 16.71% | Add +2.7% | 493,315 | $149.9M |
| Joel Isaacson & Co., LLC | 5.95% | Add +1.6% | 481,349 | $146.3M |
| MML Investors Services, LLC | 0.42% | Add +7.8% | 475,303 | $144.5M |
| West Virginia University Foundation, Inc | 43.05% | Add +2.7% | 469,601 | $142.7M |
| CoreCap Advisors, LLC | 5.71% | Add +4.6% | 466,285 | $141.7M |
| Beacon Wealthcare LLC | 53.30% | Add +0.5% | 464,992 | $141.3M |
| Towneley Capital Management, Inc / DE | 32.35% | Add +0.8% | 464,005 | $141.0M |
| Topsail Wealth Management, LLC | 24.72% | Add +1.7% | 443,518 | $135.2M |
| Diversified Portfolios, Inc. | 12.84% | Add +2.1% | 442,791 | $134.6M |
| First National Bank & Trust Co. of Newtown | 26.36% | Add +0.6% | 433,204 | $131.7M |
| Apella Capital, LLC | 3.56% | Add +8.6% | 430,143 | $131.5M |
| Lido Advisors, LLC | 0.68% | Add +6.3% | 419,105 | $127.8M |
| Gleason Group, Inc. | 13.56% | Add +50.6% | 411,678 | $125.1M |
| BlackRock, Inc. | 0.00% | Add +315.4% | 403,512 | $122.6M |
| Lhm, Inc. | 40.52% | Reduce -3.2% | 401,138 | $122.3M |
| Wilmington Savings Fund Society, FSB | 2.17% | Reduce -7.5% | 401,550 | $122.0M |
| Sage Mountain Advisors LLC | 7.92% | Add +0.7% | 400,314 | $121.7M |
| Roble, Belko & Company, Inc | 17.53% | Add +2.8% | 396,426 | $120.5M |
| NewEdge Advisors, LLC | 0.62% | Add +11.9% | 396,009 | $120.4M |
| D'Orazio & Associates, Inc. | 16.92% | Add +8.6% | 394,470 | $119.9M |
| Revolve Wealth Partners, LLC | 15.59% | Add +5.3% | 392,681 | $119.3M |
| Financial Engines Advisors L.L.C. | 0.23% | Add +14.0% | 384,113 | $116.7M |
| Efficient Advisors, LLC | 6.95% | Add +3.9% | 383,864 | $116.7M |
| Avalon Advisory Group | 50.00% | Add +1.0% | 382,988 | $116.4M |
| NewSquare Capital LLC | 8.59% | Add +5.3% | 388,544 | $115.5M |
| CIBC Private Wealth Group LLC | 0.21% | Add +4.3% | 377,823 | $114.8M |
| Astoria Strategic Wealth, Inc. | 30.97% | Add +0.0% | 377,137 | $114.6M |
| Wealthcare Advisory Partners LLC | 2.61% | Add +1.5% | 376,386 | $114.4M |
| Merit Financial Group, LLC | 1.26% | Add +8.8% | 370,968 | $112.7M |
| Wedmont Private Capital | 4.81% | Add +10.0% | 366,364 | $112.7M |
| Equitable Holdings, Inc. | 0.90% | Add +6.8% | 360,398 | $109.5M |
| TruWealth Advisors, LLC | 6.00% | Reduce -25.2% | 358,472 | $109.0M |
| Pinnacle Associates Ltd. | 1.57% | Add +52.5% | 357,860 | $108.8M |
| Zions Bancorporation, National Association | 5.81% | Add +0.1% | 356,258 | $108.3M |
| MAI Capital Management | 0.75% | Reduce -1.1% | 355,582 | $108.1M |
| Heck Capital Advisors, LLC | 9.23% | Add +26.7% | 352,471 | $107.3M |
| Landaas & Co. /Wi | 25.60% | Reduce -3.4% | 352,696 | $107.2M |
| Cliffwater LLC | 21.89% | Reduce -0.1% | 350,195 | $106.4M |
| Seaside Wealth Management, Inc. | 33.52% | Add +1.9% | 346,641 | $105.4M |
| Bell Bank | 4.90% | Add +118.1% | 346,034 | $105.2M |
| Rainwater Charitable Foundation | 61.93% | Add +4.6% | 345,029 | $104.9M |
| GeoWealth Management, LLC | 4.07% | Add +10.1% | 343,264 | $104.3M |
| Global Endowment Management, LP | 13.80% | Reduce -13.3% | 340,983 | $103.6M |
| HRT Financial LP | 0.44% | Reduce -2.0% | 330,267 | $100.4M |
| CENTRAL TRUST Co | 2.31% | Reduce -0.1% | 329,201 | $100.1M |
| Mission Wealth Management, LP | 2.17% | Reduce -1.3% | 327,929 | $99.7M |
| Stuart Investment Advisors, Inc. | 51.00% | Add +1.6% | 327,890 | $99.7M |
| Omnia Family Wealth, LLC | 35.99% | Add +2.6% | 325,915 | $99.4M |
| Kinsale Capital Group, Inc. | 20.37% | No change | 326,312 | $99.2M |
| Bank of Hawaii | 5.21% | Reduce -8.0% | 325,119 | $98.8M |
| Beacon Pointe Advisors, LLC | 1.02% | Add +1.9% | 321,965 | $97.9M |
| Segment Wealth Management, LLC | 6.15% | Reduce -0.7% | 318,896 | $96.9M |
| Laird Norton Wetherby Wealth Management, LLC | 4.29% | — | 316,707 | $96.3M |
| Regions Financial Corp. | 0.66% | Add +3.0% | 316,007 | $96.0M |
| GM Advisory Group, LLC | 4.72% | Add +5.1% | 314,323 | $95.5M |
| SAM Advisors, LLC | 32.69% | Add +3.0% | 310,934 | $94.5M |
| Yarbrough Capital, LLC | 3.37% | No change | 310,912 | $94.5M |
| Busey Bank | 2.88% | Add +4856.1% | 310,500 | $94.4M |
| HUB Investment Partners, LLC | 3.29% | Add +1.6% | 310,090 | $94.2M |
| BIP Wealth, LLC | 5.77% | Add +5.5% | 308,345 | $93.7M |
| Golden Reserve Retirement LLC | 29.62% | Add +11.6% | 303,898 | $92.3M |
| Comerica Bank | 0.36% | Add +5.1% | 303,022 | $92.1M |
| Fifth Third Bancorp | 0.32% | Reduce -7.4% | 302,657 | $92.0M |
| Briaud Financial Planning Inc | 36.21% | Reduce -1.4% | 302,127 | $91.8M |
| Quantinno Capital Management LP | 0.39% | Add +41.0% | 297,167 | $90.3M |
| Modern Wealth Management, LLC | 2.21% | Add +3.1% | 295,061 | $89.7M |
| GP Brinson Investments LLC | 38.11% | Reduce -0.7% | 294,073 | $89.4M |
| AEGON USA Investment Management, LLC | 90.42% | Reduce -2.2% | 293,601 | $89.2M |
| Composition Wealth, LLC | 1.49% | Add +3.9% | 292,178 | $88.8M |
| Avantax Advisory Services, Inc. | 0.47% | Add +5.6% | 282,434 | $85.8M |
| Bessemer Group Inc. | 0.14% | Add +19.7% | 281,812 | $85.7M |
| Evensky & Katz LLC | 5.23% | Add +37.1% | 281,785 | $85.6M |
| Stash Investments, LLC | 40.32% | Add +4.5% | 279,629 | $85.0M |
| Brighton Jones LLC | 2.29% | Reduce -1.4% | 278,465 | $84.6M |
| AMG National Trust Bank | 2.20% | Add +0.2% | 275,620 | $83.8M |
| Waverly Advisors, LLC | 0.91% | Add +2.2% | 273,493 | $83.1M |
| KMT Wealth Management, LLC | 48.87% | Add +13.4% | 272,445 | $82.8M |
| Blair William & Co. | 0.23% | Add +2.2% | 270,338 | $82.2M |
| GSG Advisors LLC | 23.67% | Add +0.4% | 268,628 | $81.6M |
| Becker Capital Management Inc. | 2.52% | Reduce -2.7% | 265,307 | $80.9M |
| Circle Wealth Management, LLC | 1.76% | Reduce -4.7% | 260,936 | $79.3M |
| Litman Gregory Wealth Management LLC | 6.24% | Add +22.2% | 260,919 | $79.3M |
| AllGen Financial Advisors, Inc. | 21.20% | Add +54.5% | 259,640 | $78.9M |
| SYM FINANCIAL Corp | 8.80% | Add +1.5% | 258,733 | $78.6M |
| Cherrydale Wealth Management, LLC | 27.32% | Add +5.5% | 258,302 | $78.5M |
| Victory Capital Management Inc. | 0.05% | Add +85.3% | 258,252 | $78.5M |
| Country Club Bank | 4.88% | Add +2.1% | 256,039 | $77.7M |
| TD Capital Management LLC | 7.32% | Reduce -1.6% | 255,171 | $77.6M |
| Shade Tree Advisors LLC | 67.67% | Add +8.6% | 254,614 | $77.4M |
| Luminvest Wealth Management LLC | 27.61% | Add +0.8% | 252,398 | $77.0M |
| Garde Capital, Inc. | 4.11% | Add +0.0% | 252,636 | $76.8M |
| Nadler Financial Group, Inc. | 7.65% | Reduce -5.4% | 245,980 | $74.8M |
| Hassell Wealth Management, LLC | 27.07% | Add +3.8% | 237,131 | $74.1M |
| University of Massachusetts Foundation, Inc. | 37.15% | No change | 242,779 | $73.8M |
| MorganRosel Wealth Management, LLC | 19.77% | Add +4.6% | 238,298 | $72.4M |
| Alliancebernstein L.P. | 0.02% | Add +17.5% | 238,003 | $72.3M |
| Commerce Bank | 0.43% | Add +17.1% | 237,791 | $72.3M |
| Haverford Trust Co | 0.68% | Add +0.3% | 236,941 | $72.0M |
| Prospera Capital Management, LLC | 39.34% | Add +4.0% | 233,128 | $71.1M |
| Morningstar Investment Management LLC | 6.24% | Add +4.3% | 233,826 | $71.1M |
| Jaffetilchin Investment Partners, LLC | 4.63% | Add +2.7% | 233,030 | $70.8M |
| St. Louis Trust Co | 9.41% | Reduce -0.1% | 232,487 | $70.7M |
| Baker Ellis Asset Management LLC | 9.66% | Reduce -2.7% | 231,655 | $70.4M |
| Northstar Group, Inc. | 11.35% | Add +3.8% | 230,788 | $70.1M |
| Twin Focus Capital Partners, LLC | 9.80% | Reduce -0.6% | 230,270 | $70.0M |
| Baker Avenue Asset Management, LP | 1.97% | Add +3.0% | 227,404 | $69.1M |
| Operose Advisors LLC | 19.14% | Add +1.4% | 223,267 | $67.9M |
| Stratos Wealth Partners, LTD. | 0.92% | Add +1.4% | 221,449 | $67.3M |
| Abacus Planning Group, Inc. | 10.00% | Add +1.5% | 221,109 | $67.2M |
| Hirtle & Co., LLC | 2.85% | Add +1.9% | 220,885 | $67.1M |
| KCM Investment Advisors LLC | 2.26% | Reduce -0.7% | 220,458 | $67.0M |
| ETF Portfolio Partners, Inc. | 18.50% | Add +1.6% | 219,671 | $66.8M |
| Janney Montgomery Scott LLC | 0.17% | Reduce -1.1% | 217,627 | $66.1M |
| First Bank & Trust | 11.66% | Reduce -0.7% | 214,991 | $65.3M |
| Independent Order of Foresters | 41.71% | No change | 213,865 | $65.0M |
| Taiyo Life Insurance Co. | 6.04% | Reduce -48.4% | 211,800 | $64.4M |
| Constellation Investments, Inc. | 2.97% | No change | 211,000 | $64.1M |
| Ellevest, Inc. | 10.20% | Reduce -83.8% | 210,393 | $63.9M |
| Tanager Wealth Management LLP | 7.50% | Reduce -3.2% | 209,124 | $63.6M |
| Beacon Capital Management, LLC | 8.54% | Reduce -8.8% | 208,190 | $63.3M |
| EP Wealth Advisors, LLC | 0.42% | Add +6.5% | 207,993 | $63.2M |
| Everhart Financial Group, Inc. | 7.29% | Reduce -2.8% | 207,589 | $63.1M |
| Prentice Wealth Management LLC | 16.44% | Add +4.6% | 205,908 | $62.6M |
| Park Avenue Securities LLC | 0.57% | Add +0.9% | 204,663 | $62.2M |
| Choreo, LLC | 0.87% | Reduce -1.1% | 203,662 | $62.1M |
| Unconventional Investor, LLC | 34.31% | Reduce -2.0% | 204,206 | $62.1M |
| Bailard, Inc. | 1.44% | Reduce -5.1% | 202,693 | $61.6M |
| Cedar Wealth Management, LLC | 20.70% | No change | 201,071 | $61.1M |
| WBH Advisory Inc. | 5.15% | Add +2.3% | 198,845 | $60.4M |
| Integrated Wealth Concepts LLC | 0.60% | Add +6.3% | 195,750 | $59.5M |
| Libra Wealth LLC | 19.45% | Reduce -2.8% | 195,687 | $59.5M |
| Wellspring Financial Advisors, LLC | 5.26% | Add +0.0% | 6,180,604 | $59.1M |
| Steward Partners Investment Advisory, LLC | 0.46% | Add +9.0% | 194,046 | $59.0M |
| Winthrop Advisory Group LLC | 5.65% | Add +14.1% | 192,218 | $58.6M |
| Bridgewater Advisors Inc. | 4.45% | Add +2.6% | 187,164 | $58.5M |
| Howe & Rusling Inc. | 4.24% | Add +17.1% | 188,957 | $57.4M |
| Quaker Wealth Management, LLC | 19.11% | — | 187,750 | $57.1M |
| Hanover Advisors Inc. | 23.26% | Reduce -9.0% | 187,665 | $57.0M |
| Robertson Stephens Wealth Management, LLC | 1.97% | Add +27.6% | 186,179 | $56.7M |
| Smith, Moore & Co. | 4.75% | Reduce -2.0% | 186,334 | $56.6M |
| Main Street Financial Solutions, LLC | 4.08% | Reduce -4.0% | 185,069 | $56.2M |
| Affiance Financial, LLC | 11.40% | Add +10.8% | 184,563 | $56.1M |
| Battery Global Advisors, LLC | 27.64% | Add +9.1% | 183,942 | $56.1M |
| Clarius Group, LLC | 3.27% | Reduce -9.7% | 184,420 | $56.1M |
| North Star Asset Management Inc. | 2.35% | Add +3.9% | 183,063 | $55.6M |
| Arlington Trust Co LLC | 10.85% | Add +3.6% | 182,914 | $55.6M |
| OneDigital Investment Advisors LLC | 0.61% | Reduce -0.4% | 180,110 | $54.7M |
| Magnolia Wealth Management, LLC | 35.67% | Add +1.7% | 180,021 | $54.7M |
| Axos Invest Inc. | 41.30% | Reduce -4.9% | 179,980 | $54.7M |
| Asset Allocation & Management Company, LLC | 25.34% | Reduce -0.7% | 178,507 | $54.3M |
| Modera Wealth Management, LLC | 0.67% | Reduce -2.1% | 177,419 | $53.9M |
| Proffitt & Goodson Inc. | 8.15% | Add +0.9% | 176,014 | $53.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.89% | Add +86.9% | 175,403 | $53.3M |
| Johnson Financial Group, LLC | 5.04% | Reduce -2.3% | 175,016 | $53.2M |
| Kearns & Associates LLC | 30.29% | Add +6.2% | 173,841 | $52.8M |
| Pinnacle Wealth Management Advisory Group, LLC | 4.37% | Add +48.4% | 173,222 | $52.6M |
| Greenline Partners, LLC | 7.08% | Add +48704.5% | 172,768 | $52.5M |
| Manske Wealth Management | 17.34% | Add +25.3% | 172,403 | $52.4M |
| WealthPlan Investment Management, LLC | 3.79% | Add +17.1% | 171,307 | $52.1M |
| Obsido Oy | 38.82% | Add +5.0% | 168,302 | $51.2M |
| Tumwater Wealth Management, LLC | 23.53% | Add +5.1% | 166,629 | $50.6M |
| Wooster Corthell Wealth Management, Inc. | 9.35% | Reduce -0.7% | 166,089 | $50.5M |
| Nicholas Hoffman & Company, LLC. | 1.29% | Add +0.4% | 164,868 | $50.1M |
| Ashford Advisors, LLC | 11.60% | Add +0.1% | 164,727 | $50.1M |
| Invst, LLC | 6.20% | Reduce -5.4% | 163,812 | $49.8M |
| Bartlett & Co. Wealth Management LLC | 0.69% | Add +6.8% | 161,794 | $49.3M |
| JMG Financial Group, Ltd. | 1.49% | Add +2.4% | 162,125 | $49.3M |
| Raffa Wealth Management, LLC | 9.77% | Add +7.0% | 160,763 | $48.9M |
| Flputnam Investment Management Co. | 0.83% | Add +1.7% | 159,781 | $48.6M |
| Bison Wealth, LLC | 3.84% | Add +2.9% | 159,689 | $48.6M |
| Evanson Asset Management, LLC | 3.01% | Reduce -0.3% | 159,466 | $48.5M |
| Wood Tarver Financial Group, LLC | 14.56% | Reduce -0.9% | 159,210 | $48.4M |
| Smith & Howard Wealth Management, LLC | 12.23% | Reduce -1.8% | 158,676 | $48.2M |
| BostonPremier Wealth LLC | 26.67% | Add +1.8% | 158,233 | $48.1M |
| Opus Investment Management Inc. | 31.75% | Add +25.7% | 157,154 | $47.8M |
| Laird Norton Wetherby Trust Company, LLC | 6.54% | No change | 156,151 | $47.6M |
| Rosenberg Matthew Hamilton | 11.05% | Add +3.8% | 156,264 | $47.5M |
| IFG Advisory, LLC | 2.38% | Reduce -1.5% | 156,050 | $47.4M |
| Pennington Partners & Co., LLC | 25.28% | Reduce -3.3% | 154,643 | $47.1M |
| Family CFO Inc | 23.42% | Add +1.4% | 153,825 | $46.8M |
| Linscomb Wealth, Inc. | 2.13% | Reduce -3.6% | 152,708 | $46.4M |
| White Wing Wealth Management | 31.43% | Add +0.9% | 152,601 | $46.4M |
| Hemington Wealth Management | 6.65% | Reduce -5.4% | 151,126 | $45.9M |
| Wrenne Financial Planning LLC | 21.44% | Reduce -1.9% | 150,815 | $45.8M |
| Parallel Advisors, LLC | 0.91% | Add +0.5% | 150,437 | $45.7M |
| Rwa Wealth Partners, LLC | 0.57% | Reduce -2.5% | 150,326 | $45.7M |
| Principal Financial Group Inc. | 0.02% | Reduce -2.3% | 150,251 | $45.7M |
| Cypress Capital, LLC | 13.18% | Reduce -0.7% | 149,324 | $45.4M |
| Altus Wealth Management, LLC | 21.72% | Reduce -1.3% | 149,301 | $45.4M |
| Concurrent Investment Advisors, LLC | 0.87% | Add +13.3% | 147,406 | $44.8M |
| Level Wealth Management LLC | 26.04% | Reduce -18.9% | 147,352 | $44.8M |
| jvl associates llc | 16.05% | Add +12.0% | 147,018 | $44.7M |
| Bordeaux Wealth Advisors LLC | 5.72% | Reduce -2.7% | 146,892 | $44.6M |
| Principal Securities, Inc. | 0.83% | Add +15.6% | 145,769 | $44.3M |
| Cwm, LLC | 0.16% | Add +1.1% | 145,399 | $44.2M |
| Baron Silver Stevens Financial Advisors, LLC | 7.07% | Add +0.7% | 145,235 | $44.1M |
| Susquehanna International Group, LLP | 0.07% | Add +27.6% | 144,800 | $44.0M |
| Balentine LLC | 1.70% | Reduce -3.5% | 143,932 | $43.7M |
| Independent Financial Group, LLC | 1.20% | Add +7.8% | 143,696 | $43.7M |
| Pure Financial Advisors, LLC | 0.77% | Add +25.8% | 142,991 | $43.5M |
| FRG Family Wealth Advisors LLC | 7.55% | Reduce -0.1% | 142,950 | $43.4M |
| North Star Investment Management Corp. | 3.03% | Reduce -2.8% | 142,721 | $43.4M |
| Equita Financial Network, Inc. | 17.05% | Reduce -1.3% | 140,976 | $42.8M |
| Red Wave Investments LLC | 13.98% | Reduce -4.5% | 139,901 | $42.5M |
| Pacific Center for Financial Services | 11.52% | Reduce -0.3% | 139,683 | $42.5M |
| Clearstead Advisors, LLC | 0.59% | Add +0.1% | 139,250 | $42.3M |
| Tide Cove Capital Partners LLC | 33.49% | Add +1.2% | 134,865 | $42.3M |
| Tennessee Valley Asset Management Partners | 10.71% | Reduce -8.5% | 138,803 | $42.2M |
| Seeds Investor LLC | 9.86% | Add +1.5% | 138,179 | $42.0M |
| Karpus Management, Inc. | 1.35% | Reduce -2.9% | 137,997 | $41.9M |
| Arax Advisory Partners | 1.93% | Add +11.6% | 83,473 | $41.9M |
| REAP Financial Group, LLC | 9.82% | Reduce -1.9% | 137,608 | $41.8M |
| Flagship Harbor Advisors, LLC | 1.97% | Reduce -2.1% | 137,163 | $41.7M |
| Prudent Man Advisors, LLC | 13.23% | Reduce -18.5% | 136,825 | $41.6M |
| National Philanthropic Trust | 0.55% | Reduce -18.1% | 135,928 | $41.3M |
| First Western Trust Bank | 1.84% | Reduce -0.0% | 134,895 | $41.0M |
| VERITY Wealth Advisors | 27.07% | Reduce -0.9% | 132,616 | $40.3M |
| O'Brien Wealth Partners LLC | 6.32% | Reduce -1.8% | 132,437 | $40.3M |
| Allegiance Financial Group Advisory Services LLC | 10.59% | Add +7.2% | 131,208 | $40.0M |
| Telos Capital Management, Inc. | 4.06% | Add +4.8% | 131,309 | $39.9M |
| Foundations Investment Advisors, LLC | 0.63% | Add +30.4% | 131,132 | $39.9M |
| Gibson Wealth Advisors LLC | 29.49% | Reduce -5.0% | 130,441 | $39.6M |
| OLIO Financial Planning | 12.45% | Reduce -3.7% | 129,912 | $39.5M |
| Brookwood Investment Group LLC | 6.34% | Add +1.4% | 129,434 | $39.3M |
| Diversified Trust Co. | 0.87% | Add +1.9% | 128,558 | $39.1M |
| BCM Advisors, LLC | 8.23% | Add +1.7% | 123,593 | $38.6M |
| Advisory Services Network, LLC | 0.62% | Add +49.2% | 124,123 | $38.6M |
| Capitol Family Office, Inc. | 50.24% | Add +0.5% | 126,759 | $38.5M |
| Summit Trail Advisors, LLC | 0.66% | New | 125,692 | $38.3M |
| Valmark Advisers, Inc. | 0.53% | Add +8.0% | 125,185 | $38.0M |
| Annex Advisory Services, LLC | 0.92% | Reduce -1.4% | 125,182 | $38.0M |
| Breed's Hill Capital LLC | 18.31% | Reduce -0.4% | 125,136 | $38.0M |
| Atria Wealth Solutions, Inc. | 0.86% | Reduce -34.1% | 124,227 | $38.0M |
| CGN Advisors LLC | 3.38% | Reduce -2.4% | 124,366 | $37.8M |
| Wick Capital Partners, LLC | 9.78% | Reduce -44.7% | 65,464 | $37.6M |
| Synovus Financial Corp. | 0.46% | Add +602.8% | 123,656 | $37.6M |
| GenTrust, LLC | 1.77% | Add +12.4% | 122,865 | $37.5M |
| New England Private Wealth Advisors LLC | 5.44% | Reduce -1.0% | 119,225 | $37.2M |
| NewEdge Wealth, LLC | 0.58% | Add +15.6% | 119,670 | $37.2M |
| Sanctuary Advisors, LLC | 0.23% | Reduce -28.0% | 121,991 | $37.1M |
| First PREMIER Bank | 8.95% | Reduce -0.5% | 121,647 | $37.0M |
| Liberty Capital Management, Inc. | 7.45% | Add +5.4% | 121,511 | $36.9M |
| Cozad Asset Management Inc. | 3.20% | Add +3.0% | 120,505 | $36.6M |
| Caliber Wealth Management, LLC / KS | 3.93% | Reduce -9.3% | 120,319 | $36.6M |
| Brooklyn FI, LLC | 9.37% | Add +6.5% | 120,279 | $36.6M |
| Breakwater Investment Management | 14.14% | Reduce -0.6% | 120,263 | $36.6M |
| J.W. Cole Advisors, Inc. | 0.78% | Add +73.5% | 119,962 | $36.5M |
| United Capital Financial Advisors, LLC | 0.29% | Reduce -6.7% | 119,548 | $36.3M |
| Scissortail Wealth Management, LLC | 8.63% | Add +1.7% | 118,213 | $35.9M |
| Perigon Wealth Management, LLC | 0.84% | Add +1.5% | 117,674 | $35.8M |
| B&D White Capital Company, LLC | 5.42% | New | 117,150 | $35.6M |
| Roger Wittlin Investment Advisory, LLC | 19.80% | Reduce -0.6% | 116,863 | $35.5M |
| Compass Financial Group, INC | 5.79% | Reduce -2.0% | 116,166 | $35.3M |
| Morling Financial Advisors, LLC | 11.51% | Add +2.8% | 115,547 | $35.1M |
| Atria Investments, Inc | 0.41% | Add +9.4% | 115,285 | $35.0M |
| Penney Financial, LLC | 17.78% | Reduce -3.0% | 115,101 | $35.0M |
| Coldstream Capital Management Inc. | 0.57% | Add +3.8% | 115,028 | $35.0M |
| Bfsg, LLC | 3.90% | Add +2.9% | 114,807 | $34.9M |
| Keystone Financial Group | 3.16% | Add +6.3% | 114,747 | $34.9M |
| Weinberger Asset Management, Inc | 13.46% | Add +0.2% | 114,720 | $34.9M |
| Fifth Third Securities, Inc. | 2.61% | Add +2.2% | 114,249 | $34.7M |
| Sterling Wealth Management, Inc. | 11.73% | — | 113,268 | $34.4M |
| My Personal CFO, LLC | 15.63% | Add +3.3% | 113,104 | $34.4M |
| Nuveen, LLC | 0.01% | Add +21.7% | 112,200 | $34.1M |
| M&T Bank Corp | 0.12% | Reduce -1.6% | 111,681 | $33.9M |
| Leonard Rickey Investment Advisors P.L.L.C. | 6.74% | Reduce -0.5% | 111,088 | $33.8M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4.66% | Reduce -0.8% | 110,943 | $33.7M |
| Pine Ridge Advisers LLC | 2.13% | Add +89.1% | 109,999 | $33.4M |
| Chandler Asset Management, Inc. | 5.93% | Reduce -0.6% | 109,875 | $33.4M |
| Beacon Financial Strategies CORP | 20.97% | Add +2.7% | 109,802 | $33.4M |
| Manuka Financial, LLC | 18.01% | Add +9.7% | 108,691 | $33.0M |
| Roundview Capital LLC | 2.21% | Reduce -0.8% | 108,673 | $33.0M |
| Dynasty Wealth Management, LLC | 0.56% | New | 108,269 | $32.9M |
| Northeast Financial Consultants Inc | 1.34% | Reduce -0.1% | 107,643 | $32.7M |
| Smithfield Trust Co | 1.54% | Reduce -0.0% | 107,511 | $32.7M |
| BBR Partners, LLC | 2.02% | Add +18.7% | 106,688 | $32.4M |
| One Degree Advisors Inc | 11.53% | Reduce -9.5% | 106,571 | $32.4M |
| Graypoint LLC | 1.82% | Add +0.5% | 106,440 | $32.4M |
| Cary Street Partners Financial LLC | 0.91% | Reduce -0.1% | 106,081 | $32.2M |
| David Kennon Inc | 12.00% | Reduce -1.6% | 105,684 | $32.1M |
| Annis Gardner Whiting Capital Advisors, LLC | 11.08% | Add +4.6% | 104,950 | $32.0M |
| Obermeyer Wealth Partners | 1.57% | Reduce -1.0% | 104,041 | $31.6M |
| Blankinship & Foster, LLC | 7.36% | Add +2.4% | 103,457 | $31.4M |
| Global Retirement Partners, LLC | 0.78% | — | 102,914 | $31.3M |
| Washburn Capital Management, Inc. | 18.31% | Add +0.8% | 102,744 | $31.2M |
| Sentinel Trust Co. Lba | 3.37% | Add +14.0% | 102,030 | $31.0M |
| Skyline Advisors, Inc. | 11.44% | Reduce -0.8% | 101,939 | $31.0M |
| Frank, Rimerman Advisors LLC | 2.08% | Reduce -0.4% | 101,631 | $30.9M |
| Pinnacle Financial Partners Inc | 0.64% | Reduce -3.7% | 100,707 | $30.6M |
| Integris Wealth Management, LLC | 7.97% | Add +1.1% | 100,534 | $30.6M |
| Bush Investment Group, LLC | 20.40% | Reduce -4.6% | 99,942 | $30.4M |
| Harbour Investments, Inc. | 0.77% | Add +3.4% | 99,640 | $30.3M |
| Choate Investment Advisors | 0.65% | Add +1.9% | 98,561 | $30.0M |
| Jacobi Capital Management LLC | 1.98% | Add +1.1% | 98,386 | $29.9M |
| Peak Financial Management, Inc. | 8.50% | Reduce -1.3% | 98,371 | $29.9M |
| Great Valley Advisor Group, Inc. | 0.66% | Add +9.3% | 98,184 | $29.8M |
| AllSquare Wealth Management LLC | 16.72% | Reduce -0.5% | 98,006 | $29.8M |
| Clarity Wealth Advisors, LLC | 7.28% | Add +2.1% | 97,055 | $29.5M |
| Gryphon Financial Partners LLC | 3.81% | Reduce -1.3% | 95,896 | $29.1M |
| Aspiriant, LLC | 0.93% | Add +3.9% | 95,846 | $29.1M |
| Farther Finance Advisors, LLC | 0.58% | Reduce -0.1% | 95,322 | $29.0M |
| Financial Advocates Investment Management | 2.36% | Reduce -4.8% | 95,096 | $28.9M |
| RIA Advisory Group LLC | 8.49% | Add +1807.7% | 94,983 | $28.9M |
| Cobblestone Capital Advisors LLC | 1.47% | Reduce -3.1% | 94,243 | $28.6M |
| Portfolio Strategies, Inc. | 3.73% | Reduce -14.5% | 94,295 | $28.6M |
| Ashford Capital Management Inc. | 3.34% | Add +4.4% | 93,592 | $28.4M |
| Ebor Charitable Trust | 56.63% | Add +4.7% | 93,326 | $28.4M |
| Chicago Partners Investment Group LLC | 0.82% | Add +6.9% | 90,712 | $28.3M |
| HBK Sorce Advisory LLC | 0.76% | Reduce -3.6% | 92,557 | $28.1M |
| Burrus Financial Services, Inc. | 13.42% | Add +2.4% | 92,265 | $28.0M |
| CWA Asset Management Group, LLC | 1.19% | Add +9.6% | 92,223 | $28.0M |
| Woodmont Investment Counsel LLC | 1.84% | Add +3.3% | 91,969 | $28.0M |
| Clear Harbor Asset Management, LLC | 2.09% | Add +1.7% | 91,194 | $27.7M |
| Benchmark Financial Wealth Advisors, LLC | 9.16% | Reduce -2.1% | 91,117 | $27.7M |
| Midwest Trust Co | 0.38% | — | 90,914 | $27.6M |
| Advyzon Investment Management, LLC | 6.11% | Add +1.2% | 90,724 | $27.6M |
| Allspring Global Investments Holdings, LLC | 0.05% | Add +6.0% | 90,547 | $27.5M |
| BWM Planning, LLC | 9.45% | Add +12.1% | 90,259 | $27.4M |
| LJI Wealth Management, LLC | 4.78% | Reduce -21.9% | 90,253 | $27.4M |
| Mutual Advisors, LLC | 0.68% | Add +4.9% | 87,117 | $27.3M |
| Mather Group, Llc. | 0.29% | Reduce -6.4% | 89,333 | $27.2M |
| Keybank National Association | 0.10% | Reduce -18.5% | 88,780 | $27.0M |
| &partners | 0.21% | Add +22.6% | 88,710 | $27.0M |
| Crescent Grove Advisors, LLC | 2.61% | Reduce -0.3% | 88,293 | $26.9M |
| Aptus Capital Advisors, LLC | 0.26% | Add +111.5% | 87,459 | $26.6M |
| Northwest Wealth Management, LLC | 4.79% | Add +15.1% | 87,190 | $26.5M |
| Kings Path Partners LLC | 10.66% | Add +15.8% | 87,084 | $26.5M |
| EverSource Wealth Advisors, LLC | 1.19% | Add +19.8% | 86,795 | $26.4M |
| Brass Tax Wealth Management, Inc. | 5.08% | Add +0.2% | 86,771 | $26.4M |
| FSM Wealth Advisors, LLC | 4.28% | Add +19.6% | 86,083 | $26.3M |
| Trellis Wealth Advisors LLC | 11.44% | Reduce -0.3% | 86,489 | $26.3M |
| Barrett & Company, Inc. | 9.84% | Add +14.9% | 86,325 | $26.2M |
| U.S. Capital Wealth Advisors, LLC | 0.76% | Reduce -0.6% | 86,026 | $26.1M |
| Venture Visionary Partners LLC | 0.98% | Reduce -0.4% | 85,905 | $26.1M |
| Great Diamond Partners, LLC | 5.51% | Add +3.3% | 85,809 | $26.1M |
| Altiora Financial Group, LLC | 5.09% | Add +9.7% | 85,648 | $26.0M |
| Mayport, LLC | 6.25% | Add +12.3% | 85,642 | $26.0M |
| Burns J W & Co. Inc. | 3.14% | Add +39.6% | 85,070 | $25.9M |
| Nisa Investment Advisors, LLC | 0.12% | No change | 84,799 | $25.9M |
| Financial Architects, LLC | 15.70% | Reduce -11.7% | 85,040 | $25.8M |
| Washington Capital Management, Inc. | 19.20% | No change | 84,794 | $25.8M |
| Principle Wealth Partners LLC | 1.61% | Reduce -0.1% | 84,774 | $25.8M |
| KOM Wealth Management Group, LLC | 20.41% | Add +12.6% | 84,742 | $25.8M |
| Ogorek Anthony Joseph /NY/ | 7.92% | Reduce -0.3% | 84,307 | $25.6M |
| Wellington Management Group LLP | 0.00% | Add +2.3% | 83,660 | $25.4M |
| Optas, LLC | 4.81% | Reduce -45.6% | 83,348 | $25.3M |
| Prospera Financial Services Inc | 0.47% | Reduce -0.8% | 82,686 | $25.1M |
| O'shaughnessy Asset Management, LLC | 0.17% | Add +9.6% | 82,209 | $25.0M |
| Capital Advisors, Ltd. LLC | 3.07% | Reduce -2.2% | 81,834 | $24.9M |
| Precedent Wealth Partners, LLC | 6.07% | Reduce -2.3% | 81,512 | $24.8M |
| Latigo Investments, LLC | 12.65% | No change | 80,845 | $24.6M |
| REDW Wealth LLC | 9.76% | Reduce -44.3% | 80,771 | $24.5M |
| Sensible Financial Planning & Management, LLC. | 4.58% | Reduce -0.1% | 79,414 | $24.1M |
| Horizon Wealth Management, LLC | 4.17% | Reduce -2.1% | 78,214 | $23.8M |
| Gordian Advisors LLC | 16.92% | Add +3.4% | 77,813 | $23.6M |
| Bleakley Financial Group, LLC | 0.60% | Add +92.4% | 77,796 | $23.6M |
| Mesirow Financial Investment Management, Inc. | 0.46% | Add +0.7% | 77,584 | $23.6M |
| Aspen Grove Capital, LLC | 4.01% | Add +15.1% | 77,349 | $23.6M |
| Yousif Capital Management, LLC | 0.25% | Add +0.4% | 77,499 | $23.6M |
| Cordant, Inc. | 11.35% | Add +0.1% | 77,420 | $23.5M |
| Sound View Wealth Advisors Group, LLC | 1.74% | Add +9.0% | 77,341 | $23.5M |
| Kraft, Davis & Associates, LLC | 6.45% | Add +1.0% | 74,913 | $23.5M |
| Seneschal Advisors, LLC | 18.51% | Add +2.0% | 77,208 | $23.5M |
| Firestone Capital Management | 5.52% | Reduce -2.2% | 77,168 | $23.5M |
| Greenwood Gearhart LLC | 1.46% | Add +196.1% | 77,028 | $23.4M |
| Continuum Advisory, LLC | 2.81% | Add +6.0% | 76,722 | $23.3M |
| Satovsky Asset Management LLC | 4.94% | Add +6.0% | 76,269 | $23.2M |
| Martin Worley Group | 11.32% | Add +7.2% | 76,113 | $23.1M |
| Connecticut Wealth Management, LLC | 1.09% | Reduce -3.5% | 75,286 | $22.9M |
| Arkadios Wealth Advisors | 0.68% | Add +32.3% | 74,703 | $22.7M |
| MRWM Advisors, LLC | 14.19% | Add +13.4% | 74,635 | $22.7M |
| Almanack Investment Partners, LLC. | 3.58% | Add +21.6% | 74,116 | $22.5M |
| NORTHSTAR ASSET MANAGEMENT Co | 5.15% | Add +0.4% | 73,594 | $22.4M |
| Hollencrest Capital Management | 0.95% | Add +0.3% | 73,366 | $22.3M |
| First Horizon Advisors, Inc. | 0.58% | Add +3.7% | 73,184 | $22.2M |
| Retirement Capital Strategies | 8.79% | Add +1273.9% | 72,967 | $22.2M |
| Pension & Wealth Management Advisors, Inc. | 7.40% | Add +0.1% | 72,623 | $22.1M |
| New England Asset Management Inc. | 3.57% | No change | 72,415 | $22.0M |
| Cascade Investment Group, Inc. | 15.27% | Add +1.6% | 71,950 | $21.9M |
| Symphony Financial, Ltd. Co. | 2.86% | Add +344.3% | 79,968 | $21.8M |
| Rockbridge Investment Management, LCC | 2.34% | Reduce -0.5% | 71,722 | $21.8M |
| Shotwell Rutter Baer Inc | 14.79% | Add +1.4% | 70,664 | $21.8M |
| Johnson Investment Counsel Inc. | 0.19% | Add +2.1% | 71,383 | $21.7M |
| Wealthcare Capital Partners, LLC | 10.86% | Reduce -0.3% | 71,086 | $21.6M |
| Gotham Asset Management | 0.13% | Reduce -34.8% | 70,909 | $21.6M |
| Mill Creek Capital Advisors, LLC | 0.47% | Add +0.6% | 70,390 | $21.4M |
| HT Partners LLC | 6.53% | Add +65.0% | 70,317 | $21.4M |
| Kestra Private Wealth Services, LLC | 0.31% | Reduce -11.8% | 70,209 | $21.3M |
| Natixis Advisors, LLC | 0.03% | Reduce -9.0% | 70,132 | $21.3M |
| AdvisorNet Financial, Inc | 1.37% | Reduce -13.1% | 70,058 | $21.3M |
| Geneos Wealth Management Inc. | 0.52% | Add +1.9% | 69,955 | $21.3M |
| Apollon Wealth Management, LLC | 0.42% | Add +16.7% | 69,627 | $21.2M |
| XY Planning Network, Inc. | 7.13% | Add +346.6% | 68,911 | $20.9M |
| Root Financial Partners, LLC | 2.02% | Reduce -12.4% | 68,643 | $20.9M |
| Lodestar Private Asset Management LLC | 2.40% | Add +0.4% | 68,641 | $20.9M |
| Cannon Financial Strategists, Inc. | 3.29% | Reduce -3.1% | 68,579 | $20.8M |
| Raab & Moskowitz Asset Management LLC | 4.97% | Add +0.1% | 68,561 | $20.8M |
| Simon Quick Advisors, LLC | 1.04% | Add +1.9% | 67,913 | $20.6M |
| Cornerstone National Bank & Trust Co | 8.87% | Reduce -5.2% | 67,903 | $20.6M |
| Addis & Hill, Inc | 13.47% | Reduce -7.9% | 67,873 | $20.6M |
| Define Financial, LLC | 13.50% | Add +3.1% | 67,427 | $20.5M |
| Mullooly Asset Management, Inc. | 8.57% | Add +7.2% | 67,143 | $20.4M |
| World Investment Advisors | 0.46% | Reduce -1.1% | 67,146 | $20.4M |
| Industrial Alliance Investment Management Inc. | 13.68% | Reduce -0.6% | 66,906 | $20.3M |
| Benjamin Edwards Inc. | 0.26% | Add +5.7% | 65,973 | $20.1M |
| ArchPoint Investors | 5.89% | No change | 65,721 | $20.0M |
| New Covenant Trust Company, N.A. | 17.78% | Add +36.9% | 67,381 | $19.9M |
| Sigma Investment Counselors Inc. | 1.09% | Add +15.9% | 65,449 | $19.9M |
| Clarity Wealth Development LLC | 19.75% | Add +5.0% | 65,266 | $19.8M |
| Ironsides Asset Advisors, LLC | 5.75% | Add +1.3% | 65,254 | $19.8M |
| Freestone Capital Holdings, LLC | 0.67% | Reduce -0.2% | 65,200 | $19.8M |
| Tsfg, LLC | 3.56% | Reduce -40.3% | 64,720 | $19.7M |
| Cresta Advisors, Ltd. | 9.54% | Reduce -1.9% | 64,376 | $19.6M |
| Parisi Gray Wealth Management | 5.58% | Add +1.2% | 64,036 | $19.5M |
| Foundation Wealth Management, LLC\PA | 8.37% | Add +15.0% | 63,693 | $19.4M |
| Fiduciary Trust Co | 0.24% | Add +22.8% | 63,666 | $19.4M |
| CreativeOne Wealth, LLC | 0.50% | Add +33.5% | 63,330 | $19.2M |
| NorthRock Partners, LLC | 0.50% | Add +2.8% | 62,981 | $19.2M |
| Dynamic Advisor Solutions LLC | 0.59% | Reduce -47.5% | 63,162 | $19.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.43% | Add +0.8% | 63,051 | $19.2M |
| Compass Advisory Group LLC | 6.06% | Add +4.6% | 62,796 | $19.1M |
| Independence Bank of Kentucky | 2.71% | No change | 62,892 | $19.1M |
| Dorsey & Whitney Trust CO LLC | 1.01% | Reduce -0.1% | 62,675 | $19.0M |
| 5th Street Advisors, LLC | 9.45% | Reduce -5.2% | 62,591 | $19.0M |
| AlphaCore Capital LLC | 0.72% | Add +28.0% | 62,286 | $19.0M |
| Greenleaf Trust | 0.17% | Reduce -2.7% | 62,119 | $18.9M |
| Cornerstone Wealth Group, LLC | 1.42% | Reduce -0.3% | 62,056 | $18.9M |
| Stokes Family Office, LLC | 1.95% | Add +0.0% | 61,100 | $18.6M |
| Financial & Tax Architects, LLC | 4.48% | Add +639.9% | 60,676 | $18.4M |
| Quadrant Capital Group LLC | 0.66% | Add +89.3% | 60,562 | $18.4M |
| FineMark National Bank & Trust | 0.62% | Reduce -4.4% | 60,142 | $18.3M |
| Trace Wealth Advisors, LLC | 14.91% | Add +7.5% | 60,054 | $18.3M |
| Proficio Capital Partners LLC | 1.13% | Reduce -2.0% | 59,929 | $18.2M |
| DRW Securities, LLC | 1.28% | New | 59,720 | $18.2M |
| Jane Street Group, LLC | 0.03% | Add +2.5% | 59,549 | $18.1M |
| Glenview Trust Co | 0.31% | Add +1.0% | 58,936 | $17.9M |
| W.H. Cornerstone Investments Inc. | 11.32% | Add +6.5% | 58,774 | $17.9M |
| Sageworth Trust Co of South Dakota | 19.34% | Reduce -0.3% | 58,723 | $17.8M |
| Palisades Hudson Asset Management, L.P. | 6.96% | No change | 58,517 | $17.8M |
| Atlantic Private Wealth, LLC | 11.92% | Add +27.5% | 58,464 | $17.8M |
| Westside Investment Management, Inc. | 3.27% | No change | 57,937 | $17.6M |
| Callan Family Office, LLC | 0.56% | Reduce -7.2% | 57,915 | $17.6M |
| NBT Bank, N.A. | 1.21% | Add +0.7% | 57,888 | $17.6M |
| Legacy Financial Strategies, LLC | 3.43% | Add +3.6% | 57,533 | $17.5M |
| McClarren Financial Advisors, Inc. | 11.36% | Reduce -4.3% | 57,431 | $17.5M |
| Maryland Capital Advisors Inc. | 6.84% | Reduce -1.1% | 57,425 | $17.5M |
| Monument Group Wealth Advisors, LLC | 10.99% | Add +4.5% | 57,406 | $17.4M |
| Lanham O'Dell & Company, Inc. | 7.36% | Add +6.7% | 57,377 | $17.4M |
| Drucker Wealth 3.0, LLC | 3.36% | Reduce -6.9% | 56,661 | $17.4M |
| Silver Oak Securities, Incorporated | 1.44% | Add +1.7% | 57,059 | $17.3M |
| StoneX Group Inc. | 0.84% | Add +3.2% | 56,829 | $17.3M |
| Goldstone Financial Group, LLC | 2.29% | Reduce -5.5% | 56,232 | $17.3M |
| IHT Wealth Management, LLC | 0.48% | Reduce -32.9% | 56,949 | $17.3M |
| Plotkin Financial Advisors, LLC | 9.54% | Add +0.8% | 56,917 | $17.3M |
| Applied Capital LLC | 7.60% | Add +3.4% | 56,858 | $17.3M |
| Fairway Financial, LLC | 14.58% | Add +0.9% | 56,680 | $17.2M |
| Potomac Fund Management Inc. | 0.98% | New | 56,640 | $17.2M |
| BFI Infinity Ltd. | 14.39% | Reduce -3.4% | 56,601 | $17.2M |
| Portland Global Advisors LLC | 2.02% | Reduce -0.2% | 56,458 | $17.2M |
| Long Island Wealth Management, Inc. | 8.88% | Reduce -2.2% | 56,278 | $17.1M |
| Cornerstone Wealth Management, LLC | 1.04% | Reduce -2.1% | 56,219 | $17.1M |
| Davis R M Inc. | 0.32% | Reduce -1.3% | 56,073 | $17.0M |
| Northland Capital Management LLC | 10.49% | Add +25.9% | 56,060 | $17.0M |
| Coastline Trust Co | 1.95% | Reduce -1.7% | 56,007 | $17.0M |
| Avion Wealth | 3.88% | Add +0.9% | 55,926 | $17.0M |
| Sard Wealth Management Group, LLC | 10.46% | Add +1.4% | 55,854 | $17.0M |
| Symmetry Partners, LLC | 2.08% | Reduce -14.6% | 55,616 | $16.9M |
| Manning & Napier Advisors LLC | 0.20% | Add +34.6% | 55,423 | $16.8M |
| Signaturefd, LLC | 0.29% | Reduce -12.6% | 55,401 | $16.8M |
| Foster Dykema Cabot & Partners, LLC | 1.18% | Reduce -0.7% | 55,162 | $16.8M |
| Advisor OS, LLC | 1.65% | Reduce -3.0% | 55,307 | $16.8M |
| Empirical Finance, LLC | 0.88% | Add +5.1% | 55,050 | $16.7M |
| MontVue Capital Management, Inc. | 11.88% | Reduce -0.4% | 54,881 | $16.7M |
| Johnson Financial Group, Inc. | 0.75% | Add +25.3% | 54,710 | $16.7M |
| AA Financial Advisors, LLC | 3.58% | Add +2.5% | 54,729 | $16.6M |
| Mgo One Seven LLC | 0.54% | Add +7.3% | 54,657 | $16.6M |
| Angeles Wealth Management, LLC | 1.14% | Add +22.7% | 54,635 | $16.6M |
| GAMCO Investors | 0.16% | New | 54,566 | $16.6M |
| Essential Planning, LLC. | 6.16% | Add +1.4% | 54,460 | $16.6M |
| Titleist Asset Management, LLC | 1.64% | Reduce -10.7% | 54,226 | $16.5M |
| Peterson Wealth Advisors, LLC | 2.72% | Reduce -0.7% | 54,221 | $16.5M |
| Seldon Capital LP | 7.14% | No change | 54,098 | $16.4M |
| WASHINGTON TRUST Co | 0.58% | Add +0.9% | 54,031 | $16.4M |
| LexAurum Advisors, LLC | 2.60% | Reduce -0.1% | 53,880 | $16.4M |
| Elwood & Goetz Wealth Advisory Group, LLC | 3.52% | Reduce -2.5% | 53,650 | $16.3M |
| TCI Wealth Advisors, Inc. | 1.11% | Add +0.1% | 53,527 | $16.3M |
| Aspect Partners, LLC | 7.97% | Add +11.0% | 53,218 | $16.2M |
| Wilson & Boucher Capital Management, LLC | 11.24% | Add +1.2% | 53,009 | $16.1M |
| Strategic Blueprint, LLC | 0.79% | Reduce -0.4% | 52,993 | $16.1M |
| MJP Associates Inc. | 2.37% | Add +0.1% | 52,652 | $16.0M |
| Clark Asset Management, LLC | 2.18% | Reduce -14.1% | 52,550 | $16.0M |
| Dakota Wealth Management | 0.34% | Add +2.9% | 52,549 | $16.0M |
| Pacific Capital Wealth Advisors, Inc. | 2.92% | Reduce -1.8% | 52,042 | $15.9M |
| Associated Banc-Corp | 0.45% | Reduce -7.3% | 52,259 | $15.9M |
| Pine Harbor Wealth Management, LLC | 5.51% | Add +2.1% | 51,563 | $15.7M |
| Cornerstone Management, Inc. | 2.72% | Reduce -1.3% | 51,402 | $15.6M |
| Seven Post Investment Office LP | 5.88% | Reduce -8.3% | 51,338 | $15.6M |
| Gibraltar Capital Management, Inc. | 3.04% | Add +1.3% | 51,223 | $15.6M |
| Chevy Chase Trust Holdings, LLC | 0.04% | Reduce -4.5% | 50,931 | $15.5M |
| Cascade Financial Partners, LLC | 1.85% | Reduce -7.8% | 50,663 | $15.4M |
| Thrivent Financial for Lutherans | 0.03% | Add +36.4% | 50,610 | $15.4M |
| JFS Wealth Advisors, LLC | 0.97% | Reduce -0.2% | 50,345 | $15.3M |
| Douglass Winthrop Advisors, LLC | 0.28% | New | 50,330 | $15.3M |
| LifeGuide Financial Advisors, LLC | 5.65% | Add +12.8% | 50,326 | $15.3M |
| Wesbanco Bank Inc. | 0.45% | Add +128.9% | 50,289 | $15.3M |
| Rothschild Wealth LLC | 3.75% | Add +1.1% | 50,284 | $15.3M |
| Semitam Bonam LLC | 14.38% | — | 50,252 | $15.3M |
| Magnolia Capital Advisors LLC | 3.83% | Add +1.7% | 50,080 | $15.2M |
| Thoroughbred Financial Services, LLC | 1.06% | Reduce -18.6% | 50,024 | $15.2M |
| GFS Advisors, LLC | 2.08% | Reduce -2.4% | 49,950 | $15.2M |
| Coston, McIsaac & Partners | 3.93% | Reduce -0.5% | 49,855 | $15.2M |
| SageView Advisory Group, LLC | 0.57% | Reduce -5.9% | 48,049 | $15.1M |
| Axxcess Wealth Management, LLC | 0.36% | Reduce -2.9% | 49,539 | $15.1M |
| Warwick Investment Management, Inc. | 2.92% | Reduce -12.5% | 49,494 | $15.0M |
| Conning Inc. | 0.54% | No change | 49,266 | $15.0M |
| Carr Financial Group Corp | 4.40% | Reduce -2.4% | 49,049 | $14.9M |
| WealthCollab, LLC | 8.33% | Reduce -6.1% | 48,761 | $14.8M |
| Park National Corp. | 0.49% | Add +2.5% | 48,671 | $14.8M |
| Argent Trust Co | 0.56% | Reduce -12.5% | 48,534 | $14.8M |
| Integrated Advisors Network LLC | 0.67% | Add +2.5% | 48,462 | $14.7M |
| Capital Group Private Client Services, Inc. | 0.13% | Add +28.8% | 48,425 | $14.7M |
| Olistico Wealth, LLC | 8.13% | Add +4.9% | 48,170 | $14.6M |
| Summit Financial Wealth Advisors, LLC | 2.62% | Add +20.4% | 48,070 | $14.6M |
| Bulwark Capital Corp | 12.26% | — | 47,905 | $14.6M |
| Basso Capital Management, L.P. | 10.62% | Add +2.1% | 47,154 | $14.3M |
| VSM Wealth Advisory, LLC | 4.73% | Add +0.8% | 47,067 | $14.3M |
| Meridian Wealth Management, LLC | 0.61% | Add +12.0% | 46,769 | $14.2M |
| Stratos Wealth Advisors, LLC | 0.75% | Reduce -1.5% | 46,610 | $14.2M |
| Benningfield Financial Advisors, LLC | 12.21% | Reduce -0.1% | 46,550 | $14.1M |
| Klingman & Associates, LLC | 0.78% | Reduce -1.1% | 46,249 | $14.1M |
| Shayne & Jacobs, LLC | 4.64% | Reduce -25.4% | 46,232 | $14.1M |
| Ironwood Investment Management LLC | 6.82% | Add +3.0% | 46,094 | $14.0M |
| Federation des caisses Desjardins du Quebec | 0.06% | Reduce -9.7% | 45,900 | $14.0M |
| Tudor Investment Corporation | 0.10% | Add +96.4% | 45,669 | $13.9M |
| Oppenheimer & Co. Inc. | 0.18% | Add +2.8% | 45,659 | $13.9M |
| Asset Management Group, Inc. | 2.42% | Add +1.6% | 45,626 | $13.9M |
| Next Level Wealth Planning, LLC | 8.88% | Add +5.4% | 45,624 | $13.9M |
| TD Waterhouse Canada Inc. | 0.10% | Add +13.2% | 45,594 | $13.9M |
| Citizens Financial Group Inc. | 0.22% | Add +11.7% | 45,416 | $13.8M |
| Trinity Financial Advisors LLC | 4.23% | Add +17.8% | 45,351 | $13.8M |
| Headinvest, LLC | 2.93% | Reduce -6.6% | 45,243 | $13.8M |
| Independent Advisor Alliance | 0.40% | Add +19.1% | 45,115 | $13.7M |
| Harbor Investment Advisory, LLC | 1.22% | Reduce -4.8% | 45,104 | $13.7M |
| Traphagen Investment Advisors LLC | 1.30% | Add +6.8% | 45,052 | $13.7M |
| Western Wealth Management, LLC | 0.81% | Add +1.6% | 45,014 | $13.7M |
| Chilton Investment Co. Inc. | 0.30% | Reduce -1.6% | 44,807 | $13.6M |
| Liberty Wealth Management LLC | 2.13% | Add +2.3% | 44,786 | $13.6M |
| OneAscent Financial Services LLC | 0.97% | Reduce -47.9% | 44,751 | $13.6M |
| Stratos Investment Management, LLC | 0.62% | Add +119.8% | 44,498 | $13.5M |
| Leavell Investment Management, Inc. | 0.60% | Add +0.3% | 44,265 | $13.5M |
| Shelter Mutual Insurance Co | 3.09% | No change | 43,850 | $13.3M |
| Moloney Securities Asset Management, LLC | 1.65% | Add +113.3% | 43,722 | $13.3M |
| Bokf, NA | 0.21% | Add +1.2% | 43,619 | $13.3M |
| Nia Impact Advisors, LLC | 4.58% | No change | 43,575 | $13.2M |
| Sigma Planning Corp | 0.40% | Reduce -7.6% | 43,546 | $13.2M |
| Fairview Capital Investment Management, LLC | 0.68% | Add +1.0% | 43,537 | $13.2M |
| Fayez Sarofim & Co | 0.03% | No change | 43,479 | $13.2M |
| First Hawaiian Bank | 1.79% | No change | 43,350 | $13.2M |
| Sandy Cove Advisors, LLC | 4.75% | Add +10.3% | 43,284 | $13.2M |
| Barclays PLC | 0.01% | Add +4.7% | 43,096 | $13.1M |
| RFG Advisory, LLC | 0.31% | Reduce -38.2% | 43,051 | $13.1M |
| Brookstone Capital Management | 0.17% | Add +4.1% | 43,035 | $13.1M |
| Franklin Resources Inc. | 0.00% | Add +2.4% | 42,690 | $13.0M |
| Abound Wealth Management | 3.67% | Reduce -16.9% | 42,688 | $13.0M |
| Bradley & Co. Private Wealth Management, LLC | 7.92% | Add +0.6% | 42,557 | $12.9M |
| Philip James Wealth Mangement, LLC | 1.71% | Reduce -0.0% | 42,499 | $12.9M |
| Badgley Phelps Wealth Managers, LLC | 0.29% | Reduce -4.5% | 42,239 | $12.9M |
| Good Steward Wealth Advisors,LLC | 10.03% | Add +18.2% | 42,090 | $12.8M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.37% | Reduce -12.2% | 41,874 | $12.7M |
| Bradley Foster & Sargent Inc. | 0.20% | Add +45.2% | 41,851 | $12.7M |
| Stonekeep Investments, LLC | 8.49% | Add +1.8% | 41,508 | $12.6M |
| GoalVest Advisory LLC | 3.12% | Reduce -3.8% | 41,491 | $12.6M |
| Canopy Partners, LLC | 4.62% | Reduce -4.2% | 41,488 | $12.6M |
| Perennial Investment Advisors, LLC | 1.22% | Reduce -0.9% | 41,326 | $12.6M |
| Prairie Sky Financial Group LLC | 6.88% | Reduce -1.0% | 41,188 | $12.5M |
| Farnam Financial LLC | 11.20% | Reduce -14.1% | 41,002 | $12.5M |
| Belpointe Asset Management LLC | 0.52% | Add +60.6% | 40,995 | $12.5M |
| Bull Oak Capital, LLC | 5.67% | New | 40,956 | $12.4M |
| Good Life Advisors, LLC | 0.78% | Add +33.9% | 40,855 | $12.4M |
| Clarity Capital Advisors, LLC | 7.23% | Reduce -5.5% | 40,804 | $12.4M |
| VPR Management LLC | 5.82% | Add +5.2% | 40,800 | $12.4M |
| Sax Wealth Advisors, LLC | 0.75% | Add +32.4% | 40,614 | $12.3M |
| Blackston Financial Advisory Group, LLC | 7.71% | Reduce -3.9% | 40,551 | $12.3M |
| Culbertson A N & Co. Inc. | 1.86% | Reduce -1.4% | 39,776 | $12.1M |
| Avant Financial Advisors LLC | 9.93% | Add +1.5% | 39,659 | $12.1M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 4.36% | Add +0.3% | 38,509 | $12.0M |
| Avior Wealth Management, LLC | 0.41% | Reduce -0.9% | 39,466 | $12.0M |
| Webster Bank, N. A. | 1.24% | Reduce -11.0% | 39,391 | $12.0M |
| Swisher Financial Concepts, Inc. | 7.72% | Add +15.5% | 39,366 | $12.0M |
| Cambridge Advisors Inc. | 2.49% | Add +4.7% | 39,128 | $11.9M |
| International Assets Investment Management, LLC | 0.96% | Reduce -3.0% | 39,069 | $11.9M |
| Lebenthal Global Advisors, LLC | 2.21% | Reduce -10.1% | 38,940 | $11.8M |
| Citadel Advisors | 0.01% | New | 38,886 | $11.8M |
| Tortoise Investment Management, LLC | 1.12% | Add +4.9% | 38,793 | $11.8M |
| IRON Financial LLC | 6.21% | Add +0.9% | 38,577 | $11.7M |
| Cypress Point Wealth Management, LLC | 2.84% | Add +12.8% | 38,337 | $11.7M |
| Evermay Wealth Management LLC | 1.43% | Reduce -3.1% | 38,213 | $11.6M |
| Monograph Wealth Advisors, LLC | 1.43% | Reduce -11.3% | 38,108 | $11.6M |
| Ti-Trust, Inc. | 7.79% | Reduce -0.6% | 38,217 | $11.6M |
| Bristlecone Advisors, LLC | 0.97% | Add +1.9% | 38,144 | $11.6M |
| Fiducient Advisors LLC | 1.42% | Add +5.2% | 38,020 | $11.6M |
| Waldron Private Wealth LLC | 0.51% | Add +1.8% | 37,996 | $11.6M |
| Chicago Capital, LLC | 0.29% | Add +9.8% | 38,084 | $11.6M |
| Valeo Financial Advisors, LLC | 0.28% | Add +8.8% | 38,083 | $11.6M |
| National Bank of Canada | 0.01% | Reduce -12.2% | 37,940 | $11.5M |
| Lantz Financial LLC | 2.87% | Add +1.0% | 37,901 | $11.5M |
| Wealth Alliance Advisory Group, LLC | 2.18% | Add +3.9% | 37,742 | $11.5M |
| Evergreen Wealth Management, LLC | 6.40% | Reduce -8.8% | 37,566 | $11.4M |
| Sequent Planning LLC | 3.59% | Add +4.9% | 37,292 | $11.3M |
| Future You Wealth LLC | 6.14% | Reduce -7.8% | 37,173 | $11.3M |
| Dogwood Wealth Management LLC | 5.52% | Add +10.0% | 36,967 | $11.3M |
| Beaird Harris Wealth Management, LLC | 0.87% | Add +55.6% | 37,028 | $11.3M |
| Moulton Wealth Management, Inc. | 8.48% | Add +265.9% | 36,415 | $11.2M |
| Philadelphia Trust Co. | 0.86% | No change | 36,865 | $11.2M |
| Glassman Wealth Services | 1.72% | Add +0.3% | 36,854 | $11.2M |
| Strategic Financial Concepts, LLC | 1.57% | Reduce -9.9% | 36,813 | $11.2M |
| Azimuth Capital Investment Management LLC | 0.41% | Reduce -0.2% | 36,648 | $11.1M |
| HMV Wealth Advisors, LLC | 7.28% | Add +63.4% | 36,546 | $11.1M |
| Aerodigm Wealth, LLC | 5.33% | Reduce -0.4% | 36,544 | $11.1M |
| Compound Planning, Inc. | 0.42% | Add +44.5% | 36,242 | $11.0M |
| Savvy Advisors, Inc. | 0.73% | Reduce -0.2% | 36,225 | $11.0M |
| WFA of San Diego, LLC | 8.13% | — | 36,208 | $11.0M |
| JPL Wealth Management, LLC | 2.97% | Add +1.7% | 36,195 | $11.0M |
| PFG Investments, LLC | 0.65% | Add +6.4% | 36,186 | $11.0M |
| Partners in Financial Planning | 2.03% | Add +0.1% | 36,169 | $11.0M |
| WealthPLAN Partners, LLC | 1.77% | Reduce -33.5% | 36,161 | $11.0M |
| Blue Bell Private Wealth Management, LLC | 1.83% | Add +20.4% | 36,077 | $11.0M |
| Modus Advisors, LLC | 3.25% | Reduce -0.4% | 35,988 | $10.9M |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 1.21% | Reduce -2.5% | 35,877 | $10.9M |
| Signature Estate & Investment Advisors LLC | 0.25% | Reduce -1.1% | 35,866 | $10.9M |
| Sonata Capital Group Inc. | 4.34% | Add +2.0% | 35,733 | $10.9M |
| Synergy Asset Management, LLC | 1.24% | Add +22.1% | 35,731 | $10.9M |
| Efficient Frontier Advisors LLC | 6.88% | Add +0.6% | 35,647 | $10.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.71% | Add +63.3% | 35,593 | $10.8M |
| Dunhill Financial, LLC | 3.13% | Add +198.1% | 35,577 | $10.8M |
| Sherman Asset Management, Inc. | 9.58% | Add +0.0% | 35,552 | $10.8M |
| Sharper & Granite LLC | 4.10% | Add +8.8% | 35,306 | $10.8M |
| Confluence Wealth Services, Inc. | 0.59% | Reduce -6.1% | 35,399 | $10.8M |
| Highland Capital Management, LLC | 0.58% | Reduce -1.4% | 35,381 | $10.8M |
| Capital Square, LLC | 5.72% | Add +3.7% | 34,938 | $10.7M |
| AE Wealth Management LLC | 0.08% | Reduce -2.3% | 35,119 | $10.7M |
| Versant Capital Management, Inc | 1.62% | Add +0.9% | 35,092 | $10.7M |
| NovaPoint Capital, LLC | 3.26% | Reduce -2.6% | 35,002 | $10.6M |
| LM Advisors LLC | 1.37% | Add +0.1% | 34,918 | $10.6M |
| Emprise Bank | 5.09% | Add +8.9% | 34,918 | $10.6M |
| Trust Point Inc. | 0.99% | Reduce -0.4% | 34,407 | $10.5M |
| Brady Martz Wealth Solutions, LLC | 2.02% | Add +0.3% | 34,343 | $10.4M |
| Patriot Financial Group Insurance Agency, LLC | 1.20% | Add +4.7% | 34,323 | $10.4M |
| Eastern Bank | 0.20% | Add +33.7% | 34,255 | $10.4M |
| Empowered Funds, LLC | 0.12% | Reduce -12.3% | 34,232 | $10.4M |
| GC Wealth Management RIA, LLC | 0.85% | Add +16.4% | 34,157 | $10.4M |
| Great Lakes Retirement, Inc. | 1.22% | Add +3.6% | 33,909 | $10.3M |
| Rinkey Investments | 3.08% | Add +6.8% | 33,755 | $10.3M |
| Cyndeo Wealth Partners, LLC | 0.61% | Add +10.5% | 33,689 | $10.2M |
| Stock Yards Bank & Trust Co. | 0.34% | Reduce -42.1% | 33,648 | $10.2M |
| Frazier Financial Advisors, LLC | 7.21% | Add +2.8% | 33,609 | $10.2M |
| One Capital Management, LLC | 0.35% | Reduce -28.1% | 33,601 | $10.2M |
| Atlas Brown,Inc. | 3.28% | Reduce -0.5% | 33,576 | $10.2M |
| Silver Oak Advisory Group, Inc. | 4.94% | Add +1.3% | 33,548 | $10.2M |
| CWS Financial Advisors, LLC | 2.95% | Add +4.3% | 33,356 | $10.1M |
| Signal Advisors Wealth, LLC | 0.79% | Reduce -18.6% | 33,319 | $10.1M |
| Capital Analysts, LLC | 0.34% | Add +4.0% | 33,258 | $10.1M |
| Vernal Point Advisors, LLC | 5.89% | Reduce -2.0% | 33,136 | $10.1M |
| American Money Management, LLC | 1.78% | Reduce -0.1% | 33,085 | $10.1M |
| Relyea Zuckerberg Hanson LLC | 1.18% | Add +0.1% | 33,047 | $10.0M |
| Essex Financial Services, Inc. | 0.66% | Reduce -0.3% | 32,973 | $10.0M |
| SVB Wealth LLC | 0.54% | New | 32,941 | $10.0M |
| Regal Investment Advisors LLC | 0.75% | Add +0.7% | 32,937 | $10.0M |
| Steph & Co. | 3.24% | Reduce -0.1% | 32,890 | $10.0M |
| Smallwood Wealth Investment Management, LLC | 5.70% | Add +28.3% | 32,888 | $10.0M |
| Onyx Bridge Wealth Group LLC | 1.32% | Reduce -1.6% | 32,876 | $10.0M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.54% | Add +4.3% | 32,769 | $10.0M |
| Financial Alternatives, Inc | 6.48% | Add +0.9% | 32,755 | $10.0M |
| One Day In July LLC | 0.90% | Add +0.5% | 32,755 | $10.0M |
| Beacon Financial Group | 1.03% | Add +0.4% | 32,539 | $9.9M |
| Nwam LLC | 0.57% | Add +34.3% | 31,988 | $9.9M |
| IFC Advisors LLC | 1.84% | No change | 32,419 | $9.9M |
| Lansing Street Advisors | 2.92% | Reduce -1.1% | 32,148 | $9.8M |
| Carnegie Investment Counsel | 0.20% | Reduce -0.2% | 32,140 | $9.8M |
| DAVENPORT & Co LLC | 0.05% | Add +6.2% | 32,103 | $9.8M |
| Sapient Capital LLC | 0.17% | Reduce -0.4% | 31,816 | $9.7M |
| Focus Financial Network, Inc. | 0.38% | Reduce -1.1% | 31,757 | $9.7M |
| IFP Advisors, Inc | 0.28% | Reduce -35.1% | 31,844 | $9.7M |
| Van Cleef Asset Management,Inc | 1.04% | Reduce -0.2% | 31,746 | $9.6M |
| Forte Capital LLC | 1.03% | Reduce -6.7% | 31,569 | $9.6M |
| Private Trust Co. NA | 0.91% | Reduce -10.7% | 31,540 | $9.6M |
| Level Four Advisory Services, LLC | 0.35% | Add +1.2% | 31,420 | $9.5M |
| Consilium Wealth Advisory, LLC | 4.02% | Add +2.5% | 31,329 | $9.5M |
| Koshinski Asset Management, Inc. | 0.72% | Reduce -4.1% | 31,152 | $9.5M |
| TPG Advisors LLC | 6.85% | Add +1.7% | 31,149 | $9.5M |
| First Heartland Consultants, Inc. | 0.84% | Add +41.2% | 31,087 | $9.4M |
| NWF Advisory Services Inc. | 1.12% | Add +17.7% | 31,014 | $9.4M |
| Asset Dedication, LLC | 0.68% | Add +9.0% | 30,990 | $9.4M |
| Sovereign Investment Advisors, LLC | 2.59% | Add +1.3% | 30,937 | $9.4M |
| Bouchey Financial Group, Ltd. | 0.78% | Add +1.2% | 30,767 | $9.4M |
| Boston Family Office LLC | 0.62% | Add +33.0% | 30,740 | $9.3M |
| Pachira Investments Inc. | 7.03% | Add +5.5% | 30,617 | $9.3M |
| UNIVEST FINANCIAL Corp | 0.56% | Add +2.2% | 30,542 | $9.3M |
| Patton Albertson Miller Group, LLC | 1.22% | Reduce -0.6% | 30,505 | $9.3M |
| Accredited Investors Inc. | 0.55% | Add +12.7% | 30,437 | $9.3M |
| Gladstone Institutional Advisory LLC | 0.38% | Add +1.6% | 30,262 | $9.2M |
| Greenbush Financial Group, LLC | 3.99% | Add +3.5% | 30,123 | $9.2M |
| Retirement Planning Group, LLC | 0.39% | Add +1.8% | 30,094 | $9.1M |
| Intrepid Family Office LLC | 9.85% | Reduce -45.5% | 30,000 | $9.1M |
| Wedbush Securities Inc. | 0.32% | Reduce -4.6% | 29,882 | $9.1M |
| Certuity, LLC | 0.85% | Add +114.5% | 29,843 | $9.1M |
| Newton One Investments LLC | 2.85% | Reduce -5.1% | 29,766 | $9.0M |
| Family Wealth Partners, LLC | 3.62% | Add +37.6% | 29,748 | $9.0M |
| Transcend Capital Advisors, LLC | 0.70% | Reduce -0.7% | 29,708 | $9.0M |
| Kingsview Wealth Management, LLC | 0.15% | Add +5.9% | 29,651 | $9.0M |
| Viewpoint Investment Partners Corp. | 4.91% | Add +71.6% | 29,512 | $9.0M |
| Squire Investment Management Company, LLC | 3.31% | Add +8.2% | 29,510 | $9.0M |
| Ferguson Wellman Capital Management, Inc. | 0.16% | Reduce -1.3% | 29,478 | $9.0M |
| Shufro Rose & Co. LLC | 0.73% | Reduce -1.3% | 32,592 | $9.0M |
| Ancora Advisors LLC | 0.19% | Reduce -0.8% | 29,405 | $8.9M |
| Harfst & Associates, Inc. | 1.83% | Reduce -0.3% | 29,238 | $8.9M |
| Chesley Taft & Associates LLC | 0.40% | Reduce -2.0% | 29,212 | $8.9M |
| Wealth Effects LLC | 3.31% | Add +0.3% | 29,136 | $8.9M |
| Forbes Financial Planning, Inc. | 5.98% | Reduce -4.2% | 29,135 | $8.9M |
| Sage Rhino Capital LLC | 1.87% | Reduce -0.9% | 29,086 | $8.8M |
| CVA Family Office, LLC | 1.24% | Add +2.7% | 29,013 | $8.8M |
| Bluespring Wealth Management, LLC | 0.84% | Reduce -0.6% | 28,852 | $8.8M |
| Ameritas Advisory Services, LLC | 0.46% | Reduce -44.6% | 28,897 | $8.8M |
| Walter & Keenan Wealth Management LLC /in/ | 2.55% | Add +30.6% | 28,875 | $8.8M |
| Weaver Consulting Group | 2.43% | Reduce -1.3% | 28,871 | $8.8M |
| FFT Wealth Management LLC | 1.71% | Reduce -4.1% | 28,026 | $8.7M |
| Roberts Glore & Co. Inc. | 2.54% | Add +1.4% | 28,609 | $8.7M |
| 1900 Wealth Management LLC | 0.66% | Reduce -0.3% | 28,595 | $8.7M |
| Melfa Wealth Management, Inc. | 5.46% | Add +98.8% | 28,434 | $8.6M |
| Swmg, LLC | 2.90% | Add +19.6% | 27,540 | $8.6M |
| Life Planning Partners, Inc | 6.86% | Add +1.5% | 28,366 | $8.6M |
| Vannoy Advisory Group, Inc. | 5.95% | Reduce -0.1% | 28,333 | $8.6M |
| Wealth Management Associates, Inc. | 3.34% | Add +4.1% | 28,245 | $8.6M |
| Legacy Wealth Management, LLC | 0.53% | Add +4.5% | 28,208 | $8.6M |
| Kovack Advisors, Inc. | 0.84% | Add +5.8% | 28,156 | $8.6M |
| Sunpointe, LLC | 3.39% | Reduce -2.5% | 28,010 | $8.5M |
| Gridiron Partners, LLC | 5.27% | Add +9.3% | 27,947 | $8.5M |
| NRI Wealth Management LC | 5.12% | Add +5.9% | 27,909 | $8.5M |
| Phillips Financial Management, LLC | 0.61% | Add +0.1% | 27,882 | $8.5M |
| BayBridge Capital Group, LLC | 5.44% | Add +4.3% | 27,867 | $8.5M |
| Signet Financial Management, LLC | 1.06% | Reduce -3.4% | 27,763 | $8.4M |
| Fiduciary Financial Group, LLC | 1.53% | Reduce -0.3% | 27,760 | $8.4M |
| Compass Financial Group, Inc. | 4.21% | Add +1.0% | 27,597 | $8.4M |
| Ironwood Financial, llc | 1.80% | No change | 30,489 | $8.4M |
| Graves Light Lenhart Wealth, Inc. | 1.00% | Reduce -2.9% | 27,546 | $8.4M |
| Highland Financial Advisors, LLC | 2.66% | Reduce -2.0% | 27,316 | $8.3M |
| Ramiah Investment Group | 8.92% | Add +7.6% | 27,276 | $8.3M |
| Endowment Wealth Management, Inc. | 4.23% | Add +2.1% | 26,963 | $8.2M |
| Pullen Investment Management, LLC | 4.93% | Add +7.1% | 26,951 | $8.2M |
| Debussy Capital Management LP | 1.23% | Reduce -2.4% | 26,948 | $8.2M |
| Curi Capital, LLC | 0.16% | Add +555.5% | 26,771 | $8.2M |
| Diversify Advisory Services, LLC | 0.31% | Reduce -19.9% | 25,811 | $8.2M |
| Next Capital Management LLC | 2.98% | Add +1.6% | 26,563 | $8.1M |
| Hall Laurie J Trustee | 2.67% | Reduce -0.5% | 26,529 | $8.1M |
| Arrowroot Family Office, LLC | 3.61% | — | 26,508 | $8.1M |
| Trust Co | 0.91% | Reduce -0.0% | 26,458 | $8.0M |
| CFO4Life Group, LLC | 1.26% | Add +0.2% | 26,429 | $8.0M |
| S.A. Mason LLC | 3.88% | Add +1.1% | 26,404 | $8.0M |
| Weitzel Financial Services, Inc. | 3.39% | Add +4.0% | 25,522 | $8.0M |
| Cibc World Market Inc. | 0.02% | Add +10.3% | 26,277 | $8.0M |
| Comprehensive Financial Management LLC | 0.22% | No change | 26,067 | $7.9M |
| Mathes Company, Inc. | 2.97% | No change | 26,140 | $7.9M |
| SigFig Wealth Management, LLC | 0.26% | Reduce -1.9% | 26,260 | $7.9M |
| Krilogy Financial LLC | 0.45% | Add +53.1% | 26,085 | $7.9M |
| Procyon Advisors, LLC | 0.75% | Reduce -11.5% | 25,940 | $7.9M |
| BSW Wealth Partners | 1.08% | Add +10.8% | 25,937 | $7.9M |
| Burling Wealth Partners, LLC | 1.45% | Add +21.9% | 25,925 | $7.9M |
| Petix & Botte Co | 1.93% | Reduce -1.0% | 25,897 | $7.9M |
| Fi3 FINANCIAL ADVISORS, LLC | 2.81% | Add +36.2% | 25,579 | $7.8M |
| WCG Wealth Advisors LLC | 0.50% | Reduce -0.5% | 25,490 | $7.7M |
| M3 Advisory Group, LLC | 5.34% | Add +2.8% | 25,411 | $7.7M |
| McLean Asset Management Corp | 2.03% | Add +33.8% | 25,265 | $7.7M |
| B. Riley Wealth Advisors, Inc. | 0.37% | Reduce -25.4% | 25,287 | $7.7M |
| C M Bidwell & Associates Ltd. | 3.98% | Add +1.3% | 25,262 | $7.7M |
| Levin Capital Strategies, L.P. | 0.75% | Reduce -28.8% | 25,201 | $7.7M |
| Medallion Wealth Advisors, LLC | 2.96% | Add +0.7% | 25,164 | $7.6M |
| Romano Brothers and Company | 0.94% | Add +0.3% | 25,072 | $7.6M |
| Tenon Financial LLC | 3.36% | Add +1.7% | 25,010 | $7.6M |
| Blue Trust, Inc. | 0.09% | Add +2.6% | 24,906 | $7.6M |
| Prudential Financial Inc. | 0.01% | No change | 24,900 | $7.6M |
| RHS Financial, LLC | 4.29% | Add +3.6% | 24,866 | $7.6M |
| Moneco Advisors, LLC | 0.70% | Add +83.0% | 24,797 | $7.5M |
| Kathmere Capital Management, LLC | 0.58% | Add +47.0% | 24,762 | $7.5M |
| Trust Co. of Vermont | 0.35% | Add +12.5% | 24,701 | $7.5M |
| Accel Wealth Management | 2.50% | Add +7.8% | 24,692 | $7.5M |
| Pitti Group Wealth Management, LLC | 6.47% | Add +0.6% | 24,675 | $7.5M |
| Pitcairn Co. | 0.49% | Reduce -4.2% | 24,651 | $7.5M |
| L.K. Benson & Company, P.C. | 4.60% | Add +10.5% | 24,638 | $7.5M |
| Osborne Partners Capital Management, LLC | 0.40% | Add +15.2% | 24,588 | $7.5M |
| Orcam Financial Group | 6.49% | Add +3.0% | 24,579 | $7.5M |
| Garner Asset Management Corp | 3.44% | Add +19.8% | 24,384 | $7.4M |
| Quantum Financial Advisors, LLC | 1.00% | Add +87.7% | 24,367 | $7.4M |
| Earned Wealth Advisors, LLC | 1.45% | Add +1.8% | 24,355 | $7.4M |
| Seamount Financial Group Inc. | 3.81% | Add +6.0% | 24,349 | $7.4M |
| Glen Eagle Advisors, LLC | 1.14% | Reduce -2.0% | 24,296 | $7.4M |
| CBIZ Investment Advisory Services, LLC | 0.33% | Reduce -6.5% | 24,122 | $7.4M |
| Global Wealth Management, LLC | 4.02% | Add +0.1% | 23,822 | $7.3M |
| Crews Bank & Trust | 1.15% | Add +23.6% | 24,005 | $7.3M |
| Bawa N Mallick Trust | 3.01% | No change | 24,000 | $7.3M |
| Saxon Interests, Inc. | 3.41% | No change | 26,518 | $7.3M |
| FC Advisory LLC | 2.24% | Reduce -5.3% | 23,866 | $7.3M |
| RVW Wealth, LLC | 0.61% | Add +14.6% | 23,809 | $7.2M |
| Tenret Co LLC | 3.94% | Add +9.3% | 23,756 | $7.2M |
| L & S Advisors Inc | 0.81% | Reduce -2.5% | 23,695 | $7.2M |
| Sand Hill Global Advisors, LLC | 0.27% | Add +0.4% | 23,688 | $7.2M |
| HM Payson & Co. | 0.11% | Reduce -9.7% | 23,675 | $7.2M |
| Advisory Alpha, LLC | 0.22% | Add +0.8% | 23,653 | $7.2M |
| L.M. Kohn & Company | 1.93% | Add +17.2% | 23,601 | $7.2M |
| McIlrath & Eck, LLC | 0.82% | Add +5.6% | 23,586 | $7.2M |
| Heritage Investors Management Corp. | 0.23% | Reduce -5.5% | 23,555 | $7.2M |
| Florida Trust Wealth Management Co | 0.22% | Add +0.0% | 23,508 | $7.1M |
| Custos Family Office, LLC | 2.27% | Add +9.4% | 23,440 | $7.1M |
| Gerber Kawasaki Wealth & Investment Management | 0.28% | Add +0.6% | 23,420 | $7.1M |
| Mackenzie Financial Corp. | 0.01% | Reduce -18.2% | 23,355 | $7.1M |
| Van Strum & Towne Inc. | 2.23% | Add +0.8% | 23,280 | $7.1M |
| Guyasuta Investment Advisors Inc. | 0.43% | Reduce -12.6% | 23,207 | $7.1M |
| Greenhouse Wealth Management, LLC | 4.54% | Reduce -0.0% | 23,176 | $7.0M |
| Acima Private Wealth, LLC | 2.40% | Add +1.5% | 23,144 | $7.0M |
| ABLE Financial Group, LLC | 1.69% | Reduce -1.7% | 23,105 | $7.0M |
| Hancock Whitney Corp. | 0.13% | Add +560.7% | 22,934 | $7.0M |
| Arq Wealth Advisors, LLC | 2.38% | No change | 25,255 | $6.9M |
| Keyes, Stange & Wooten Wealth Management, LLC | 3.59% | Reduce -4.3% | 22,750 | $6.9M |
| Atala Financial Inc | 4.74% | Add +6.8% | 22,595 | $6.9M |
| Stone Summit Wealth LLC | 2.12% | Add +11.6% | 22,553 | $6.9M |
| Rolek Wealth Management LLC | 5.91% | Reduce -0.3% | 22,500 | $6.8M |
| Ausdal Financial Partners, Inc. | 0.46% | Add +8.1% | 22,487 | $6.8M |
| Capital Investment Counsel, LLC | 1.06% | Reduce -2.6% | 22,481 | $6.8M |
| Painted Porch Advisors LLC | 2.79% | Add +1.0% | 22,407 | $6.8M |
| Stevens Capital Partners | 2.43% | Add +13.5% | 21,805 | $6.8M |
| MassMutual Private Wealth & Trust, FSB | 0.18% | Add +8.1% | 22,305 | $6.8M |
| Tyler-Stone Wealth Management | 1.09% | Reduce -3.4% | 22,285 | $6.8M |
| Capital Investment Advisory Services, LLC | 0.55% | Add +0.7% | 22,261 | $6.8M |
| Kingswood Wealth Advisors, LLC | 0.53% | Add +8.6% | 22,245 | $6.8M |
| Pure Portfolios Holdings LLC | 2.29% | Reduce -11.6% | 22,233 | $6.8M |
| Vise Technologies, Inc. | 0.28% | — | 22,216 | $6.8M |
| Scratch Capital LLC | 5.43% | Add +4.2% | 21,953 | $6.7M |
| Equitable Trust Co. | 0.33% | Add +5.8% | 21,907 | $6.7M |
| CX Institutional | 0.23% | Reduce -41.4% | 21,891 | $6.7M |
| Washington Trust Bank | 0.56% | Add +0.5% | 21,868 | $6.6M |
| Snowden Capital Advisors LLC | 0.20% | Add +3.5% | 21,753 | $6.6M |
| QRG Capital Management, Inc. | 0.06% | Add +22.0% | 21,783 | $6.6M |
| Susquehanna Advisors Group, Inc. | 0.44% | No change | 21,775 | $6.6M |
| Advus Financial Partners, LLC | 1.69% | Reduce -3.4% | 21,765 | $6.6M |
| Human Investing LLC | 1.04% | Add +2.3% | 21,652 | $6.6M |
| Allied Investment Advisors, LLC | 1.14% | Add +44.2% | 21,420 | $6.5M |
| Kathleen S. Wright Associates Inc. | 2.53% | Add +9.9% | 21,369 | $6.5M |
| Level Financial Advisors | 2.02% | Add +12.8% | 21,359 | $6.5M |
| Strategic Point Investment Advisors, LLC | 1.00% | Reduce -1.6% | 21,333 | $6.5M |
| Forum Financial Management, LP | 0.10% | Add +3.7% | 21,312 | $6.5M |
| PDS Planning, Inc | 0.48% | Add +0.9% | 21,271 | $6.5M |
| Mitchell Sinkler & Starr | 3.09% | Add +2.4% | 21,210 | $6.4M |
| Integral Investment Advisors, Inc. | 1.83% | Reduce -18.3% | 21,136 | $6.4M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.06% | Reduce -2.1% | 21,136 | $6.4M |
| Marquette Associates, Inc. | 6.29% | Reduce -0.3% | 21,119 | $6.4M |
| Spire Wealth Management | 0.23% | Reduce -9.7% | 21,114 | $6.4M |
| ACT Advisors, LLC. | 2.96% | Reduce -18.4% | 21,040 | $6.4M |
| Atlas Capital Advisors Inc. | 0.78% | Reduce -35.0% | 21,002 | $6.4M |
| Auto-Owners Insurance Co | 0.14% | Reduce -97.5% | 21,000 | $6.4M |
| Paloma Partners Management Co | 2.75% | Add +138.8% | 20,994 | $6.4M |
| ARK & TLK Investments, LLC | 2.04% | Add +7.6% | 20,937 | $6.4M |
| Capital Investment Advisors, LLC | 0.11% | Add +1.3% | 20,927 | $6.4M |
| Fisher Asset Management | 0.00% | Add +42.0% | 20,904 | $6.4M |
| Guardian Wealth Advisors, LLC / NC | 0.45% | Add +3.9% | 20,854 | $6.3M |
| Apollon Financial, LLC | 1.32% | No change | 20,702 | $6.3M |
| Prepared Retirement Institute LLC | 3.70% | Add +9.3% | 20,675 | $6.3M |
| Plan Group Financial, LLC | 2.06% | Add +1.9% | 20,616 | $6.3M |
| Midland Wealth Advisors, LLC | 0.35% | Add +1.4% | 20,597 | $6.3M |
| Astra Wealth Partners LLC | 5.02% | Add +5.0% | 20,455 | $6.2M |
| Cutler Investment Counsel LLC | 0.69% | Add +2.2% | 20,323 | $6.2M |
| Montis Financial, LLC | 1.71% | Reduce -10.7% | 20,258 | $6.2M |
| Balboa Wealth Partners | 1.24% | Add +2.0% | 20,248 | $6.2M |
| Providence First Trust Co | 2.16% | Add +38.2% | 20,153 | $6.1M |
| Harrell Investment Partners, LLC | 1.55% | Add +3.5% | 20,102 | $6.1M |
| Boston Trust Walden Corp | 0.04% | Add +33.5% | 20,023 | $6.1M |
| Wimmer Associates 1, LLC | 3.11% | Reduce -2.1% | 20,020 | $6.1M |
| UMB Bank, n.a. | 0.09% | Add +0.7% | 19,937 | $6.1M |
| Shepherd Kaplan Krochuk, LLC | 5.26% | Add +42.7% | 19,922 | $6.1M |
| Sowell Financial Services LLC | 0.25% | Add +2.2% | 19,858 | $6.0M |
| Parkside Advisors LLC | 1.32% | Reduce -4.0% | 19,764 | $6.0M |
| Westmount Partners, LLC | 1.65% | Add +81.6% | 19,761 | $6.0M |
| Compass Planning Associates Inc | 5.51% | Reduce -1.5% | 19,752 | $6.0M |
| Rehmann Capital Advisory Group | 0.36% | Reduce -0.3% | 19,737 | $6.0M |
| Norris Financial Group, LLC | 2.46% | Add +46.3% | 19,731 | $6.0M |
| Sagespring Wealth Partners, LLC | 0.13% | Add +0.6% | 59,306 | $6.0M |
| Inscription Capital, LLC | 0.86% | Reduce -5.8% | 19,674 | $6.0M |
| SilverOak Wealth Management LLC | 1.12% | Add +4.1% | 19,646 | $6.0M |
| Gilbert & Cook, Inc. | 0.80% | Reduce -0.8% | 19,584 | $6.0M |
| West Paces Advisors Inc. | 1.26% | Reduce -0.9% | 19,496 | $5.9M |
| Syntegra Private Wealth Group, LLC | 0.60% | Add +8.1% | 19,484 | $5.9M |
| Plante Moran Financial Advisors, LLC | 0.42% | Add +3.2% | 19,481 | $5.9M |
| Martin Capital Advisors, LLP | 3.83% | Reduce -0.5% | 19,384 | $5.9M |
| IMA Advisory Services, Inc. | 0.63% | Add +4.9% | 19,379 | $5.9M |
| CVFG LLC | 4.67% | Add +3.5% | 19,373 | $5.9M |
| Mayflower Financial Advisors, LLC | 0.82% | Reduce -0.4% | 19,342 | $5.9M |
| TD Private Client Wealth LLC | 0.14% | Add +2.4% | 19,334 | $5.9M |
| Blume Capital Management, Inc. | 1.20% | Add +0.2% | 19,319 | $5.9M |
| Nations Financial Group Inc, /Ia/ | 0.40% | Add +1.4% | 19,269 | $5.9M |
| Wealthstream Advisors, Inc. | 0.97% | Reduce -3.7% | 19,259 | $5.9M |
| Advocate Group LLC | 1.04% | Add +0.0% | 19,165 | $5.8M |
| Wind River Trust Co | 2.32% | Reduce -24.0% | 19,027 | $5.8M |
| Optima Capital LLC | 3.11% | Reduce -2.4% | 19,003 | $5.8M |
| Black Diamond Financial, LLC | 0.89% | Reduce -6.6% | 18,929 | $5.8M |
| Tarbox Family Office, Inc. | 0.86% | Reduce -0.7% | 18,879 | $5.7M |
| Hurlow Wealth Management Group, Inc. | 1.62% | Reduce -2.8% | 18,854 | $5.7M |
| Wealth Architects, LLC | 0.58% | Reduce -0.0% | 18,741 | $5.7M |
| Abundance Wealth Counselors | 1.07% | Reduce -2.0% | 18,741 | $5.7M |
| DT Investment Partners, LLC | 0.51% | Reduce -0.5% | 18,710 | $5.7M |
| Summit Investment Advisory Services, LLC | 2.47% | Add +0.8% | 18,702 | $5.7M |
| Intelligent Financial Strategies | 3.02% | Reduce -44.5% | 18,646 | $5.7M |
| BOK Financial Private Wealth, Inc. | 0.38% | Reduce -0.6% | 18,644 | $5.7M |
| Arista Wealth Management, LLC | 0.79% | Add +24.0% | 18,688 | $5.7M |
| Naples Global Advisors, LLC | 0.49% | No change | 18,593 | $5.7M |
| NorthCrest Asset Manangement, LLC | 0.15% | Reduce -2.1% | 18,334 | $5.6M |
| Thrive Wealth Management, LLC | 0.91% | Add +0.1% | 18,476 | $5.6M |
| Trek Financial, LLC | 0.38% | Reduce -9.9% | 18,466 | $5.6M |
| Berger Financial Group, Inc | 0.36% | Add +32.8% | 18,442 | $5.6M |
| Evergreen Capital Management LLC | 0.17% | Add +1.3% | 18,385 | $5.6M |
| Fortis Capital Advisors, LLC | 0.99% | Add +204.7% | 18,255 | $5.5M |
| Evercore Wealth Management, LLC | 0.09% | No change | 18,244 | $5.5M |
| Arbor Wealth Advisors LLC | 4.49% | Reduce -1.6% | 18,221 | $5.5M |
| Partners Capital Investment Group, LLP | 0.22% | Reduce -49.7% | 18,213 | $5.5M |
| Sage Financial Group Inc. | 0.41% | Reduce -1.0% | 18,207 | $5.5M |
| Crestwood Advisors Group, LLC | 0.10% | Reduce -0.6% | 18,160 | $5.5M |
| Atlantic Union Bankshares Corp | 0.13% | Add +304.2% | 18,129 | $5.5M |
| Trevian Wealth Management LLC | 3.36% | Reduce -10.9% | 18,116 | $5.5M |
| Durante & Waters, LLC | 4.33% | Reduce -1.6% | 18,094 | $5.5M |
| Rockingstone Advisors LLC | 2.89% | Add +0.3% | 18,060 | $5.5M |
| Traveka Wealth, LLC | 2.87% | Add +8.3% | 17,857 | $5.4M |
| R. W. Roge & Company, Inc. | 3.08% | Reduce -12.2% | 17,841 | $5.4M |
| Flagship Private Wealth, LLC | 2.30% | Add +0.3% | 17,802 | $5.4M |
| Successful Portfolios LLC | 3.31% | Add +3.7% | 17,737 | $5.4M |
| Hudson Value Partners, LLC | 1.86% | Reduce -27.1% | 17,730 | $5.4M |
| Moody LYNN Lieberson & Walker, LLC | 0.31% | Add +1.6% | 17,674 | $5.4M |
| Riverview Capital Advisers, LLC | 1.54% | Reduce -1.6% | 17,671 | $5.4M |
| Moisand Fitzgerald Tamayo, LLC | 0.68% | Reduce -0.6% | 17,642 | $5.4M |
| Kohmann Bosshard Financial Services, LLC | 0.60% | Add +5.8% | 17,596 | $5.3M |
| Howland Capital Management LLC | 0.22% | Add +0.1% | 17,502 | $5.3M |
| Avestar Capital, LLC | 0.39% | Add +20.0% | 17,492 | $5.3M |
| Summit Wealth Group LLC / Co. | 1.34% | — | 17,469 | $5.3M |
| Charis Legacy Partners, LLC | 8.76% | Reduce -1.0% | 17,492 | $5.3M |
| American Financial Advisors, LLC | 0.74% | Add +17.9% | 17,476 | $5.3M |
| Lakeside Advisors, INC. | 3.42% | No change | 17,473 | $5.3M |
| FAS Wealth Partners, Inc. | 0.39% | Reduce -0.2% | 17,416 | $5.3M |
| Apex Wealth Management, LLC | 4.25% | Add +67.9% | 17,414 | $5.3M |
| Kaydan Wealth Management, Inc. | 1.73% | Add +5.9% | 17,381 | $5.3M |
| Prospect Financial Group LLC | 5.52% | Add +4.5% | 17,375 | $5.3M |
| Perennial Advisors, LLC | 0.98% | Reduce -2.4% | 17,374 | $5.3M |
| Bogart Wealth, LLC | 0.23% | Reduce -1.8% | 17,370 | $5.3M |
| Founders Financial Securities LLC | 0.40% | Reduce -4.4% | 17,354 | $5.3M |
| United Services Automobile Association | 0.55% | Reduce -5.9% | 17,310 | $5.3M |
| GWN Securities Inc. | 0.97% | Reduce -33.4% | 17,082 | $5.2M |
| a16z Perennial Management, L.P. | 0.43% | New | 17,160 | $5.2M |
| Rockwood Wealth Management, LLC | 0.46% | Add +6.5% | 17,127 | $5.2M |
| Csenge Advisory Group | 0.27% | Reduce -4.7% | 17,946 | $5.2M |
| EdgeRock Capital LLC | 1.64% | New | 17,060 | $5.2M |
| Insigneo Advisory Services, LLC | 0.44% | Add +1.1% | 17,011 | $5.2M |
| Meritage Portfolio Management | 0.33% | Add +0.3% | 17,009 | $5.2M |
| BTC Capital Management, Inc. | 0.42% | Reduce -7.8% | 16,958 | $5.2M |
| Gitterman Wealth Management, LLC | 1.20% | Add +5.8% | 16,927 | $5.1M |
| Resonant Capital Advisors, LLC | 0.33% | Reduce -2.1% | 16,843 | $5.1M |
| West Financial Advisors, LLC | 0.89% | Reduce -8.3% | 16,802 | $5.1M |
| Coyle Financial Counsel LLC | 1.36% | Reduce -1.9% | 16,762 | $5.1M |
| Old National Bancorp | 0.09% | Add +17.2% | 16,750 | $5.1M |
| Studio Investment Management LLC | 1.02% | Add +3.9% | 16,675 | $5.1M |
| Cannell & Spears LLC | 0.10% | Add +0.3% | 16,712 | $5.1M |
| Fort Point Capital Partners LLC | 0.51% | Add +48.9% | 16,659 | $5.1M |
| GTS Securities LLC | 0.23% | New | 16,700 | $5.1M |
| iA Global Asset Management Inc. | 0.08% | Add +40.5% | 16,696 | $5.1M |
| Quartz Partners, LLC | 2.32% | Add +61.7% | 16,688 | $5.1M |
| Professional Financial Advisors, LLC | 1.17% | Reduce -49.4% | 16,656 | $5.1M |
| Legacy Financial Advisors, Inc. | 0.79% | Add +8.7% | 16,634 | $5.1M |
| Trademark Financial Management, LLC | 3.09% | Add +0.4% | 16,622 | $5.1M |
| PKS Advisory Services, LLC | 1.25% | Add +10.0% | 16,607 | $5.0M |
| Capital Advisors Wealth Management, LLC | 0.79% | Reduce -1.8% | 16,539 | $5.0M |
| Gateway Wealth Partners, LLC | 0.95% | Add +11.9% | 16,513 | $5.0M |
| Quarry Hill Advisors, LLC | 2.92% | Add +4.5% | 16,495 | $5.0M |
| Von Berge Wealth Management Group, LLC | 2.81% | Add +1.5% | 16,179 | $5.0M |
| Wescott Financial Advisory Group, LLC | 0.48% | Add +277.9% | 16,474 | $5.0M |
| Prodigy Asset Management LLC | 3.27% | Add +18.9% | 16,443 | $5.0M |
| LaSalle St. Investment Advisors, LLC | 1.37% | Reduce -89.6% | 16,443 | $5.0M |
| Tritonpoint Wealth, LLC | 0.46% | Add +12.8% | 16,351 | $5.0M |
| Richmond Investment Services, LLC | 1.05% | Add +119.5% | 16,398 | $5.0M |
| SeaCrest Wealth Management, LLC | 0.54% | Reduce -1.5% | 16,375 | $5.0M |
| Fort Henry Capital, LLC | 3.33% | Add +4.8% | 16,322 | $5.0M |
| Friday Financial | 2.52% | Add +112.0% | 16,318 | $5.0M |
| Strategic Financial Planning, Inc. | 3.09% | Reduce -0.1% | 16,317 | $5.0M |
| Strid Group, LLC | 0.70% | Reduce -2.9% | 16,284 | $4.9M |
| Cerity Partners OCIO LLC | 0.27% | New | 16,250 | $4.9M |
| City Holding Co. | 0.65% | Add +4.3% | 16,217 | $4.9M |
| Five Pine Wealth Management | 3.65% | Add +4.5% | 16,207 | $4.9M |
| Gries Financial LLC | 0.90% | Add +3.7% | 16,179 | $4.9M |
| Selective Wealth Management, Inc. | 1.80% | Add +14.4% | 15,990 | $4.9M |
| Sterling Capital Management LLC | 0.07% | Reduce -0.1% | 16,165 | $4.9M |
| First National Advisers, LLC | 0.72% | Add +5.7% | 16,161 | $4.9M |
| Verum Partners LLC | 1.13% | Add +1433.6% | 16,087 | $4.9M |
| R.H. Investment Group, LLC | 4.48% | Add +22.6% | 16,069 | $4.9M |
| United Bank | 0.58% | No change | 16,000 | $4.9M |
| D.B. Root & Company, LLC | 1.43% | Reduce -5.6% | 15,924 | $4.8M |
| Lam Group, Inc. | 3.23% | Reduce -1.9% | 15,907 | $4.8M |
| Harbor Asset Planning, Inc. | 4.61% | — | 15,890 | $4.8M |
| Flagstar Securities, Inc. | 1.34% | Add +0.6% | 15,835 | $4.8M |
| Arete Wealth Advisors, LLC | 0.34% | Reduce -3.9% | 15,881 | $4.8M |
| JFG Wealth Management, LLC | 1.01% | Add +2.3% | 15,820 | $4.8M |
| Claro Advisors Inc. | 0.79% | Reduce -7.6% | 15,686 | $4.8M |
| Whittier Trust Co. | 0.06% | Reduce -0.7% | 15,675 | $4.8M |
| American Trust | 0.45% | Add +84.8% | 15,646 | $4.8M |
| Rf&l Wealth Management, LLC | 3.06% | Reduce -0.8% | 15,615 | $4.7M |
| Diversified Enterprises, LLC | 0.35% | Add +41.7% | 15,603 | $4.7M |
| Faithward Advisors, LLC | 0.74% | Add +6.3% | 15,585 | $4.7M |
| Vicus Capital | 0.39% | Add +19.8% | 15,578 | $4.7M |
| SOL Capital Management CO | 0.46% | Reduce -18.8% | 15,529 | $4.7M |
| Valley Financial Group, Inc. | 2.85% | Reduce -3.7% | 15,485 | $4.7M |
| Mitchell McLeod Pugh & Williams Inc. | 0.87% | Add +3.8% | 15,438 | $4.7M |
| Intrua Financial, LLC | 0.67% | Reduce -2.5% | 15,421 | $4.7M |
| CogentBlue Wealth Advisors, LLC | 3.59% | Add +1.1% | 15,409 | $4.7M |
| Hanson & Doremus Investment Management | 0.63% | Reduce -1.5% | 15,404 | $4.7M |
| Journey Strategic Wealth LLC | 0.15% | Reduce -8.1% | 15,390 | $4.7M |
| Pps&v Asset Management Consultants, Inc. | 2.94% | Add +3.6% | 15,356 | $4.7M |
| Midwestern Financial, LLC | 4.37% | — | 15,349 | $4.7M |
| Bluestem Financial Advisors, LLC | 1.99% | Reduce -1.9% | 15,242 | $4.6M |
| Lokken Investment Group LLC | 1.78% | Reduce -12.3% | 15,210 | $4.6M |
| Foresight Capital Management Advisors, Inc. | 2.69% | Add +2.6% | 15,183 | $4.6M |
| Tandem Investment Partners LLC | 4.01% | Reduce -0.5% | 15,133 | $4.6M |
| NavPoint Financial, Inc. | 2.77% | Add +1.8% | 15,113 | $4.6M |
| Innealta Capital, LLC | 2.42% | Add +106.2% | 15,103 | $4.6M |
| James J. Burns & Company, LLC | 0.75% | Reduce -1.1% | 15,097 | $4.6M |
| Keener Financial Planning LLC | 2.28% | Add +19.2% | 15,044 | $4.6M |
| Integrity Alliance, Llc. | 0.25% | Reduce -17.8% | 14,991 | $4.6M |
| Kestra Investment Management, LLC | 0.14% | Reduce -39.9% | 14,985 | $4.6M |
| WealthBridge Capital Management, LLC | 1.15% | Reduce -0.8% | 14,977 | $4.6M |
| Bright Financial Advisors, Inc. | 2.53% | Reduce -1.5% | 14,973 | $4.6M |
| Iron Gate Global Advisors LLC | 0.51% | Reduce -0.0% | 14,883 | $4.5M |
| Palisade Asset Management, LLC | 0.45% | No change | 14,925 | $4.5M |
| Marino, Stram & Associates LLC | 0.91% | Add +17.9% | 14,851 | $4.5M |
| Fifth Third Wealth Advisors LLC | 0.19% | Reduce -36.3% | 14,828 | $4.5M |
| Shakespeare Wealth Management, LLC | 1.20% | Reduce -0.2% | 14,810 | $4.5M |
| Larson Financial Group LLC | 0.18% | Add +14.6% | 14,791 | $4.5M |
| Fingerlakes Wealth Management, Inc. | 3.35% | Reduce -1.1% | 14,786 | $4.5M |
| Elite Financial, Inc. | 2.21% | Add +31.8% | 14,469 | $4.5M |
| Private Wealth Partners, LLC | 0.35% | Reduce -4.1% | 14,750 | $4.5M |
| Rothschild Investment LLC | 0.28% | Reduce -1.7% | 14,641 | $4.4M |
| Stonebridge Financial Group, LLC | 0.43% | Add +13.4% | 14,574 | $4.4M |
| Blue Edge Capital, LLC | 0.66% | No change | 14,561 | $4.4M |
| DKM Wealth Management, Inc. | 3.81% | Add +0.5% | 14,542 | $4.4M |
| SouthState Bank Corp | 0.19% | Reduce -30.8% | 14,499 | $4.4M |
| Kendall Capital Management | 1.17% | Add +1.8% | 14,499 | $4.4M |
| BNC Wealth Management, LLC | 1.31% | Add +1.4% | 14,497 | $4.4M |
| Councilmark Asset Management, LLC | 2.79% | No change | 14,480 | $4.4M |
| Aegis Wealth Management LLC | 2.63% | No change | 15,984 | $4.4M |
| Strategies Wealth Advisors, LLC | 0.47% | Add +5.0% | 14,287 | $4.3M |
| Gerber, LLC | 3.05% | Reduce -5.2% | 14,285 | $4.3M |
| Legal Advantage Investments, Inc. | 2.02% | Add +0.1% | 14,199 | $4.3M |
| Forza Wealth Management, LLC | 1.77% | Add +10.4% | 14,192 | $4.3M |
| Hills Bank & Trust Co | 0.27% | Reduce -1.7% | 14,162 | $4.3M |
| LRI Investments, LLC | 0.37% | Add +2.4% | 14,159 | $4.3M |
| Sylvest Advisors, LLC | 2.48% | Reduce -3.8% | 14,150 | $4.3M |
| Serenus Wealth Advisors, LLC | 0.73% | Add +66.9% | 23,004 | $4.3M |
| DBK Financial Counsel, LLC | 3.89% | Reduce -1.8% | 14,141 | $4.3M |
| Single Point Partners, LLC | 0.94% | Add +0.7% | 14,099 | $4.3M |
| Indiana Trust & Investment Management Co | 1.42% | No change | 14,124 | $4.3M |
| Caldwell Trust Co | 0.43% | Add +2.5% | 14,105 | $4.3M |
| Narus Financial Partners, LLC | 1.34% | Add +3.0% | 14,105 | $4.3M |
| Aries Wealth Management | 1.11% | Add +27.8% | 14,039 | $4.3M |
| O'ROURKE & COMPANY, Inc | 1.99% | Add +1.6% | 14,038 | $4.3M |
| Values Added Financial LLC | 2.06% | Reduce -1.6% | 13,985 | $4.3M |
| Smith Salley Wealth Management | 0.25% | Reduce -1.6% | 13,977 | $4.2M |
| Long Run Wealth Advisors, LLC | 0.89% | Reduce -5.6% | 13,966 | $4.2M |
| Hilltop Holdings Inc. | 0.27% | Add +0.7% | 13,953 | $4.2M |
| Foguth Wealth Management, LLC. | 0.90% | Reduce -43.3% | 13,906 | $4.2M |
| Neuberger Berman Group LLC | 0.00% | Add +3.0% | 13,905 | $4.2M |
| Milestone Investment Advisors LLC | 1.10% | Reduce -0.0% | 13,886 | $4.2M |
| Nicolet Bankshares Inc. | 0.73% | Add +106.8% | 13,868 | $4.2M |
| Meridian Wealth Partners, LLC | 0.61% | Reduce -0.5% | 13,855 | $4.2M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.30% | Add +7.4% | 13,855 | $4.2M |
| Acorn Wealth Advisors, LLC | 1.56% | Add +50.7% | 13,791 | $4.2M |
| Bear Mountain Capital, Inc. | 1.50% | Reduce -2.0% | 13,530 | $4.2M |
| Tandem Wealth Advisors LLC | 2.06% | Reduce -5.8% | 13,705 | $4.2M |
| Absolute Capital Management, LLC | 2.09% | Add +4.2% | 13,673 | $4.2M |
| Peak Retirement Planning, Inc. | 1.67% | Add +56.0% | 13,624 | $4.1M |
| Cynosure Group, LLC | 0.47% | Reduce -5.3% | 13,611 | $4.1M |
| Fulton Bank, N.A. | 0.15% | Reduce -0.0% | 13,608 | $4.1M |
| First National Bank of Omaha | 0.27% | Reduce -8.3% | 13,599 | $4.1M |
| First Manhattan Co. Llc. | 0.01% | Add +29.5% | 13,476 | $4.1M |
| Sentry LLC | 0.82% | Reduce -2.2% | 13,512 | $4.1M |
| Francis Financial, Inc. | 0.95% | Add +13.7% | 13,496 | $4.1M |
| Blueprint Investment Partners LLC | 0.73% | New | 13,502 | $4.1M |
| IMS Capital Management | 1.92% | Add +3.1% | 13,489 | $4.1M |
| White Lighthouse Investment Management Inc. | 0.67% | Add +1.3% | 13,477 | $4.1M |
| Clifford Swan Investment Counsel LLC | 0.14% | Add +40.6% | 13,471 | $4.1M |
| Avant Capital LLC | 3.17% | Add +2.6% | 13,459 | $4.1M |
| Guidance Capital, Inc. | 1.16% | Add +4.4% | 13,342 | $4.1M |
| Pinnacle Financial Group, LLC / IL | 1.36% | Reduce -1.4% | 13,388 | $4.1M |
| Biltmore Family Office, LLC | 0.69% | Add +0.1% | 13,367 | $4.1M |
| CIBC Asset Management Inc | 0.01% | Add +3.5% | 13,663 | $4.1M |
| First National Bank of Mount Dora, Trust Investment Services | 0.92% | Add +7.8% | 13,356 | $4.1M |
| Christopher J. Hasenberg, Inc | 1.51% | Add +171.0% | 13,347 | $4.1M |
| TruNorth Capital Management, LLC | 0.90% | No change | 13,311 | $4.0M |
| Woodside Wealth Management LLC | 3.48% | Add +1.3% | 13,310 | $4.0M |
| Washington Trust Advisors, Inc. | 0.33% | Add +0.4% | 13,309 | $4.0M |
| Anderson Hoagland & Co. | 0.39% | Reduce -1.9% | 13,287 | $4.0M |
| Coordinated Financial Services, Inc. | 2.83% | — | 13,277 | $4.0M |
| True North Advisors, LLC | 0.77% | Add +0.1% | 13,168 | $4.0M |
| First Citizens Financial Corp | 2.20% | Add +8.2% | 13,143 | $4.0M |
| Letson Investment Management, Inc. | 1.58% | No change | 13,125 | $4.0M |
| Advisors Capital Management, LLC | 0.06% | Add +12.8% | 13,108 | $4.0M |
| Lantern Wealth Advisors, LLC | 2.37% | — | 13,107 | $4.0M |
| Bryn Mawr Trust Advisors, LLC | 0.22% | Reduce -6.1% | 13,102 | $4.0M |
| Consolidated Portfolio Review Corp | 0.55% | Reduce -5.0% | 13,101 | $4.0M |
| Silvercrest Asset Management Group LLC | 0.03% | Add +1.3% | 13,091 | $4.0M |
| Cambria Investment Management, L.P. | 0.27% | Add +9.8% | 13,070 | $4.0M |
| Crewe Advisors LLC | 0.56% | Reduce -15.9% | 13,056 | $4.0M |
| Twin Lakes Capital Management, LLC | 2.41% | No change | 13,048 | $4.0M |
| Ashton Thomas Private Wealth, LLC | 0.14% | Reduce -6.7% | 13,000 | $4.0M |
| Embree Financial Group | 0.60% | Reduce -1.3% | 13,038 | $4.0M |
| First Trust Advisors LP | 0.00% | Reduce -2.1% | 13,024 | $4.0M |
| Clear Creek Financial Management, LLC | 0.38% | Add +3.4% | 12,979 | $3.9M |
| Pegasus Asset Management, Inc. | 1.35% | Reduce -0.6% | 12,949 | $3.9M |
| Fiduciary Alliance LLC | 0.29% | Add +52.9% | 12,919 | $3.9M |
| Mallini Complete Financial Planning LLC | 5.65% | Add +1.9% | 128,684 | $3.9M |
| Red Door Wealth Management, LLC | 0.47% | Reduce -3.8% | 12,862 | $3.9M |
| Cherry Tree Wealth Management, LLC | 0.91% | Reduce -1.6% | 12,856 | $3.9M |
| High Net Worth Advisory Group LLC | 1.03% | Add +11.9% | 12,824 | $3.9M |
| Keel Point, LLC | 0.26% | Reduce -1.8% | 12,827 | $3.9M |
| Investment Advisory Group, LLC | 1.18% | Add +6.0% | 12,805 | $3.9M |
| Quadcap Wealth Management, LLC | 0.49% | Reduce -4.9% | 12,795 | $3.9M |
| Fiduciary Group, LLC | 0.37% | Reduce -5.7% | 12,785 | $3.9M |
| Moors & Cabot, Inc. | 0.18% | Add +7.8% | 12,759 | $3.9M |
| TFB Advisors LLC | 1.01% | Reduce -2.7% | 12,748 | $3.9M |
| Mattern Wealth Management LLC | 0.81% | Reduce -1.3% | 12,737 | $3.9M |
| Diametric Capital, LP | 2.06% | New | 12,700 | $3.9M |
| Prelude Capital Management, LLC | 0.38% | Add +49.7% | 12,700 | $3.9M |
| Exchange Bank | 3.04% | Reduce -1.3% | 12,657 | $3.8M |
| Capital Insight Partners, LLC | 0.67% | Reduce -0.9% | 12,629 | $3.8M |
| Brown Brothers Harriman & Co. | 0.02% | Add +75.9% | 12,626 | $3.8M |
| Nikulski Financial, Inc. | 1.05% | Reduce -3.0% | 12,618 | $3.8M |
| Index Fund Advisors, Inc. | 0.22% | Add +0.3% | 12,603 | $3.8M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.81% | Add +93.6% | 12,594 | $3.8M |
| Blueprint Financial Advisors LLC | 1.22% | New | 12,550 | $3.8M |
| Charter Oak Capital Management, LLC | 0.32% | Reduce -3.3% | 12,537 | $3.8M |
| Brown Miller Wealth Management, LLC | 1.18% | Add +4.7% | 12,533 | $3.8M |
| 626 Financial, LLC | 1.78% | Reduce -1.7% | 12,495 | $3.8M |
| Compass Capital Corp. /Ma/ | 1.78% | Reduce -3.7% | 12,416 | $3.8M |
| HBW Advisory Services LLC | 0.47% | Add +10.3% | 12,422 | $3.8M |
| BLB&B Advisors, LLC | 0.18% | Add +15.5% | 12,389 | $3.8M |
| Boston Research & Management Inc. | 0.90% | No change | 12,380 | $3.8M |
| Treasure Coast Financial Planning | 2.19% | Reduce -7.3% | 12,360 | $3.8M |
| SC&H Financial Advisors, Inc. | 0.64% | Add +6.5% | 12,345 | $3.8M |
| Avalon Trust Co | 0.27% | Add +108.9% | 12,326 | $3.7M |
| Legacy Wealth Management, LLC / MS | 1.14% | Reduce -4.0% | 12,324 | $3.7M |
| Hohimer Wealth Management, LLC | 0.67% | Add +5.8% | 12,317 | $3.7M |
| Whittier Trust Co. of Nevada Inc. | 0.08% | Add +18.2% | 12,299 | $3.7M |
| Hendershot Investments Inc. | 0.50% | No change | 12,295 | $3.7M |
| Drive Wealth Management, LLC | 0.82% | Reduce -1.9% | 12,257 | $3.7M |
| Lazari Capital Management, Inc. | 1.41% | Add +0.0% | 12,287 | $3.7M |
| Victory Financial Group, LLC | 0.59% | Reduce -14.4% | 12,266 | $3.7M |
| Financial Strategies Group, Inc. | 0.78% | Reduce -0.3% | 12,120 | $3.7M |
| Tyche Wealth Partners LLC | 0.75% | Add +12.9% | 12,221 | $3.7M |
| Hoese & Co LLP | 2.99% | Reduce -5.2% | 12,206 | $3.7M |
| Kiley Juergens Wealth Management, LLC | 0.85% | Add +13.9% | 12,183 | $3.7M |
| BCS Wealth Management | 0.80% | Add +4.1% | 12,178 | $3.7M |
| First Citizens Bank & Trust Co. | 0.07% | Reduce -4.7% | 12,168 | $3.7M |
| Mad River Investors | 1.65% | No change | 12,122 | $3.7M |
| Geometric Wealth Advisors | 0.55% | Add +3.0% | 12,116 | $3.7M |
| HC Advisors, LLC | 2.60% | Add +2.5% | 12,114 | $3.7M |
| Heritage Financial Services, LLC | 0.35% | Reduce -12.7% | 12,107 | $3.7M |
| Hardin Capital Partners, LLC | 2.16% | Add +10.8% | 12,106 | $3.7M |
| Atlas Legacy Advisors, LLC | 0.81% | Add +32.7% | 12,101 | $3.7M |
| DMKC Advisory Services, LLC | 1.92% | Add +185.9% | 11,874 | $3.7M |
| Boyum Wealth Architects LLC | 2.70% | Add +9.8% | 12,058 | $3.7M |
| Stonegate Investment Group, LLC | 0.09% | Add +0.4% | 12,038 | $3.7M |
| SeaBridge Investment Advisors LLC | 0.68% | Reduce -13.5% | 12,007 | $3.6M |
| Decker Retirement Planning Inc. | 2.10% | Add +1.5% | 11,944 | $3.6M |
| Quadrant Private Wealth Management, LLC | 0.75% | Add +120.4% | 11,902 | $3.6M |
| Bridgewealth Advisory Group, LLC | 0.92% | Add +97.4% | 11,936 | $3.6M |
| Mayfair Advisory Group, LLC | 1.69% | Add +2.9% | 11,448 | $3.6M |
| Pettyjohn, Wood & White, Inc. | 0.64% | No change | 11,783 | $3.6M |
| Lion Street Advisors, LLC | 1.08% | Add +3.3% | 11,744 | $3.6M |
| Smartleaf Asset Management LLC | 0.31% | Reduce -2.5% | 11,711 | $3.6M |
| American Institute for Advanced Investment Management, LLP | 2.51% | Reduce -0.4% | 11,677 | $3.5M |
| Carl P. Sherr & Co., LLC | 1.79% | Reduce -0.0% | 11,659 | $3.5M |
| Madrona Financial Services, LLC | 0.85% | Reduce -3.0% | 11,653 | $3.5M |
| Beaumont Financial Advisors, LLC | 0.26% | Reduce -1.9% | 11,630 | $3.5M |
| MCF Advisors LLC | 0.23% | Reduce -5.3% | 11,572 | $3.5M |
| Roehl & Yi Investment Advisors, LLC | 1.80% | Add +51.6% | 38,642 | $3.5M |
| Peirce Capital Management, LLC | 1.55% | Add +193.0% | 11,531 | $3.5M |
| Everstar Asset Management, LLC | 2.14% | Reduce -2.6% | 11,520 | $3.5M |
| JNBA Financial Advisors | 0.34% | Add +11.3% | 11,515 | $3.5M |
| Bragg Financial Advisors, Inc | 0.12% | Reduce -2.0% | 11,457 | $3.5M |
| Madden Advisory Services, Inc. | 1.48% | Add +0.7% | 11,444 | $3.5M |
| Yoder Wealth Management, Inc. | 1.81% | Reduce -0.3% | 11,409 | $3.5M |
| Certified Advisory Corp | 0.36% | Add +30.3% | 11,378 | $3.5M |
| Gallacher Capital Management LLC | 1.60% | Reduce -15.9% | 11,349 | $3.4M |
| Signal Tree Financial Partners LLC | 2.97% | Reduce -6.4% | 11,348 | $3.4M |
| Kwmg, LLC | 0.32% | Reduce -1.5% | 11,328 | $3.4M |
| Cadence Bank | 0.23% | Add +0.4% | 11,312 | $3.4M |
| PBMares Wealth Management LLC | 0.63% | Add +0.4% | 11,306 | $3.4M |
| National Wealth Management Group, LLC | 1.92% | Add +1.3% | 11,286 | $3.4M |
| Traynor Capital Management, Inc. | 0.24% | Add +8.7% | 11,281 | $3.4M |
| Professional Advisory Services Inc. | 0.42% | No change | 11,260 | $3.4M |
| Miller Investment Management, LP | 0.36% | Reduce -0.2% | 11,232 | $3.4M |
| ALM First Financial Advisors, LLC | 0.74% | No change | 14,000 | $3.4M |
| Money Concepts Capital Corp. | 0.23% | Add +1.1% | 11,176 | $3.4M |
| Walkner Condon Financial Advisors LLC | 0.63% | Add +44.2% | 11,173 | $3.4M |
| Voya Financial Advisors, Inc. | 0.34% | Add +2.6% | 11,187 | $3.4M |
| Creekside Partners | 1.61% | Add +2.9% | 11,155 | $3.4M |
| Mainsail Asset Management, LLC | 2.09% | Reduce -0.2% | 11,136 | $3.4M |
| Pinnacle Bancorp, Inc. | 1.04% | Add +7.9% | 11,133 | $3.4M |
| YHB Investment Advisors, Inc. | 0.26% | Add +14.7% | 11,123 | $3.4M |
| Synergy Investment Management, LLC | 2.04% | Reduce -6.9% | 11,122 | $3.4M |
| PCA Investment Advisory Services Inc. | 1.42% | New | 11,098 | $3.4M |
| Soltis Investment Advisors LLC | 0.26% | Add +5.5% | 11,081 | $3.4M |
| Christensen, King & Associates Investment Services, Inc. | 1.54% | Add +0.3% | 11,053 | $3.4M |
| Barton Investment Management | 0.35% | Reduce -5.7% | 11,052 | $3.4M |
| Beam Wealth Advisors, Inc. | 1.00% | Add +4.4% | 11,026 | $3.4M |
| Lumbard & Kellner, LLC | 1.46% | Reduce -3.3% | 11,020 | $3.3M |
| Nicholson Wealth Management Group, LLC | 2.06% | Add +0.6% | 10,994 | $3.3M |
| Aurelius Family Office LLC | 1.57% | Reduce -0.2% | 10,935 | $3.3M |
| Ledyard National Bank | 0.31% | Reduce -9.9% | 10,919 | $3.3M |
| Maseco LLP | 0.13% | — | 10,908 | $3.3M |
| Renasant Bank | 2.21% | No change | 10,907 | $3.3M |
| Luminist Capital LLC | 3.29% | Add +8287.7% | 10,904 | $3.3M |
| Leo Wealth, LLC | 0.26% | Add +19.8% | 10,895 | $3.3M |
| Howard Financial Services, LTD. | 0.43% | No change | 10,887 | $3.3M |
| Cooper Financial Group | 0.39% | Reduce -5.2% | 10,850 | $3.3M |
| Novem Group | 0.42% | Reduce -2.9% | 10,847 | $3.3M |
| Lakewood Asset Management LLC | 2.20% | Add +0.1% | 10,824 | $3.3M |
| RFP Financial Group LLC | 1.36% | Reduce -0.9% | 10,816 | $3.3M |
| FF Advisors,LLC | 1.71% | Reduce -0.2% | 10,809 | $3.3M |
| Bare Financial Services, Inc | 1.11% | Reduce -1.6% | 10,783 | $3.3M |
| Grove Bank & Trust | 0.41% | Add +0.1% | 10,775 | $3.3M |
| Catalyst Financial Partners LLC | 0.36% | Add +13.7% | 10,740 | $3.3M |
| Cascade Investment Advisors, Inc. | 2.10% | Add +10.9% | 10,739 | $3.3M |
| Wells Trecaso Financial Group, LLC | 1.00% | Add +4.5% | 10,704 | $3.3M |
| Sulzberger Capital Advisors, Inc. | 3.80% | Reduce -17.1% | 10,676 | $3.2M |
| Mission Creek Capital Partners, Inc. | 0.72% | Reduce -6.3% | 10,662 | $3.2M |
| Lodestone Wealth Management LLC | 1.58% | Add +0.3% | 10,660 | $3.2M |
| Autumn Glory Partners, LLC | 1.51% | Add +7.3% | 10,642 | $3.2M |
| Security National Bank | 0.56% | Add +3.4% | 10,637 | $3.2M |
| Outfitters Financial LLC | 2.75% | Add +3.9% | 10,624 | $3.2M |
| Bedel Financial Consulting, Inc. | 0.44% | Add +3.5% | 10,624 | $3.2M |
| Anchor Investment Management, LLC | 0.28% | Reduce -6.4% | 10,623 | $3.2M |
| BancFirst Trust & Investment Management | 1.50% | Reduce -0.5% | 10,635 | $3.2M |
| Renaissance Technologies | 0.00% | Add +65.6% | 10,600 | $3.2M |
| New Republic Capital, LLC | 1.14% | Add +40.3% | 10,562 | $3.2M |
| Icon Wealth Advisors, LLC | 0.23% | Reduce -7.5% | 10,587 | $3.2M |
| Marotta Asset Management | 0.64% | Reduce -15.0% | 10,567 | $3.2M |
| Waterloo Capital, L.P. | 0.26% | Reduce -0.8% | 10,557 | $3.2M |
| Altura Wealth Advisors Inc. | 1.79% | Add +18.8% | 10,532 | $3.2M |
| Avantax Planning Partners, Inc. | 0.10% | Reduce -2.1% | 10,518 | $3.2M |
| Nicolet Advisory Services, LLC | 0.27% | Add +144.9% | 10,448 | $3.2M |
| J Hagan Capital, Inc. | 2.16% | Reduce -10.8% | 10,321 | $3.2M |
| Lee, Kelleher & Klein Wealth Management | 2.12% | No change | 10,504 | $3.2M |
| W1M Asset Management Ltd | 0.24% | New | 10,498 | $3.2M |
| Fairway Wealth LLC | 1.02% | Add +0.9% | 10,496 | $3.2M |
| Rialto Wealth Management, LLC | 0.89% | Add +3.6% | 10,495 | $3.2M |
| Centricity Wealth Management, LLC | 2.55% | Add +0.2% | 10,479 | $3.2M |
| Arbor Investment Advisors, LLC | 0.41% | Add +8.9% | 10,427 | $3.2M |
| Winch Advisory Services, LLC | 0.77% | Add +0.2% | 10,426 | $3.2M |
| Bridge Generations Wealth Management LLC | 1.91% | Add +34.8% | 10,366 | $3.2M |
| SwitchPoint Financial Planning, LLC | 2.58% | No change | 10,351 | $3.1M |
| SteelPeak Wealth, LLC | 0.12% | Reduce -72.2% | 10,304 | $3.1M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.09% | Add +3.2% | 10,291 | $3.1M |
| Matauro, LLC | 0.59% | Reduce -7.6% | 10,286 | $3.1M |
| Nvwm, LLC | 0.75% | Reduce -28.4% | 10,273 | $3.1M |
| Simplicity Wealth,LLC | 0.13% | Add +35.8% | 10,272 | $3.1M |
| Ames National Corp. | 2.02% | No change | 10,269 | $3.1M |
| Arcus Capital Partners, LLC | 1.35% | Add +0.6% | 10,260 | $3.1M |
| Strategic Financial Partners, Ltd. | 1.45% | Reduce -1.5% | 10,258 | $3.1M |
| Canvas Wealth Advisors, LLC | 0.61% | Add +9.3% | 9,916 | $3.1M |
| Visionary Wealth Advisors | 0.16% | Add +10.3% | 10,178 | $3.1M |
| Lee Financial Co | 0.44% | Add +0.5% | 10,150 | $3.1M |
| Aspire Growth Partners LLC | 2.52% | Reduce -0.8% | 10,136 | $3.1M |
| Berkeley Capital Partners, LLC | 0.78% | Reduce -0.5% | 10,130 | $3.1M |
| Members Trust Co | 0.11% | Reduce -26.4% | 10,125 | $3.1M |
| Crux Wealth Advisors | 1.31% | Reduce -16.3% | 10,112 | $3.1M |
| Sound Stewardship, LLC | 1.58% | Add +14.8% | 10,095 | $3.1M |
| Piedmont Capital Management, LLC | 1.77% | Reduce -0.1% | 10,093 | $3.1M |
| One Charles Private Wealth Services, LLC | 0.86% | Reduce -1.2% | 10,088 | $3.1M |
| Royal Fund Management, LLC | 0.33% | Add +1.1% | 10,062 | $3.1M |
| Advisors Management Group Inc. | 0.58% | Reduce -1.8% | 10,061 | $3.1M |
| Kennicott Capital Management LLC | 1.74% | No change | 10,013 | $3.0M |
| Princeton Global Asset Management LLC | 0.55% | Reduce -3.8% | 10,012 | $3.0M |
| Gradient Investments LLC | 0.06% | Add +8.0% | 9,972 | $3.0M |
| Priebe Wealth Holdings LLC | 2.62% | Reduce -7.3% | 9,951 | $3.0M |
| Sound Income Strategies, LLC | 0.17% | Add +14.4% | 9,947 | $3.0M |
| Archer Investment Corp | 0.72% | Reduce -0.9% | 9,926 | $3.0M |
| Eagle Rock Investment Company, LLC | 0.48% | Add +0.3% | 9,913 | $3.0M |
| Meredith Wealth Planning | 1.09% | Add +9.1% | 9,911 | $3.0M |
| Kaufman Rossin Wealth, LLC | 1.90% | Add +151.2% | 9,865 | $3.0M |
| Peapack Gladstone Financial Corp. | 0.04% | Add +0.6% | 9,863 | $3.0M |
| Dagco, Inc. | 0.84% | Reduce -0.2% | 9,860 | $3.0M |
| Clarendon Private LLC | 2.88% | Reduce -6.2% | 9,849 | $3.0M |
| Roof Eidam Maycock Peralta, LLC | 0.74% | No change | 9,826 | $3.0M |
| Ashton Thomas Securities, LLC | 0.72% | Reduce -0.0% | 9,806 | $3.0M |
| Tillman Hartley LLC | 0.84% | Add +1823.1% | 27,269 | $3.0M |
| Werba Rubin Papier Wealth Management | 0.56% | Add +0.3% | 9,785 | $3.0M |
| Paladin Advisory Group, LLC | 2.27% | Add +0.0% | 9,769 | $3.0M |
| HTG Investment Advisors, Inc. | 1.10% | Reduce -1.0% | 9,761 | $3.0M |
| Summit Global Investments | 0.17% | Add +6.5% | 9,741 | $3.0M |
| 180 Wealth Advisors, LLC | 0.41% | Reduce -0.7% | 9,687 | $2.9M |
| Pinion Investment Advisors, LLC | 1.01% | Reduce -56.3% | 9,660 | $2.9M |
| CCG Wealth Management, LLC | 1.54% | Reduce -24.8% | 9,625 | $2.9M |
| BOS Asset Management, LLC | 0.94% | Add +3.5% | 9,617 | $2.9M |
| Burns Matteson Capital Management, LLC | 1.41% | Add +9.4% | 9,613 | $2.9M |
| Manchester Capital Management LLC | 0.38% | Reduce -44.9% | 9,585 | $2.9M |
| Avos Capital Management, LLC | 1.66% | Add +33.7% | 9,577 | $2.9M |
| Thompson Investment Management, Inc. | 0.41% | Reduce -0.2% | 9,541 | $2.9M |
| Aviance Capital Partners, LLC | 0.38% | Add +0.2% | 9,504 | $2.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +9.2% | 9,500 | $2.9M |
| TriaGen Wealth Management LLC | 0.87% | Add +0.9% | 9,496 | $2.9M |
| Johnson Bixby & Associates, LLC | 0.40% | Reduce -0.8% | 9,486 | $2.9M |
| Parkworth Wealth Management, Inc. | 2.07% | Add +9.6% | 9,451 | $2.9M |
| DecisionPoint Financial, LLC | 0.73% | Add +97.2% | 9,447 | $2.9M |
| LongView Wealth Management | 0.87% | Add +7.2% | 9,433 | $2.9M |
| S&T Bank | 0.87% | No change | 9,397 | $2.9M |
| Investment Advisory Services Inc. /TX | 0.95% | Add +0.5% | 9,348 | $2.8M |
| Farmers & Merchants Investments Inc. | 0.08% | Reduce -0.2% | 9,332 | $2.8M |
| Parkside Financial Bank & Trust | 0.31% | Reduce -4.2% | 9,309 | $2.8M |
| Independence Financial Advisors, LLC | 1.10% | No change | 9,298 | $2.8M |
| Tower Wealth Partners, Inc. | 1.67% | Add +3.6% | 9,277 | $2.8M |
| Fee-Only Financial Planning, L.C. | 1.74% | Add +1.6% | 9,264 | $2.8M |
| Fairman Group, LLC | 2.31% | Reduce -0.1% | 9,219 | $2.8M |
| Trifecta Capital Advisors, LLC | 0.47% | Add +4.3% | 9,233 | $2.8M |
| Inspire Advisors, LLC | 0.29% | Add +10.7% | 9,221 | $2.8M |
| Continental Investors Services, Inc. | 5.03% | Reduce -1.1% | 9,208 | $2.8M |
| Columbus Macro, LLC | 0.34% | Reduce -34.4% | 9,199 | $2.8M |
| Fonville Wealth Management LLC | 0.71% | Add +20.8% | 9,184 | $2.8M |
| Jordan Park Group LLC | 0.18% | Reduce -8.5% | 9,194 | $2.8M |
| Caitlin John, LLC | 2.54% | Add +71.9% | 9,177 | $2.8M |
| Councilor Wealth, LLC | 1.30% | No change | 9,170 | $2.8M |
| Daymark Wealth Partners, LLC | 0.11% | Reduce -5.2% | 9,148 | $2.8M |
| Jackson, Grant Investment Advisers, Inc. | 1.02% | Reduce -0.6% | 9,108 | $2.8M |
| Moseley Investment Management Inc. | 0.95% | Add +8.4% | 9,036 | $2.7M |
| Clarus Wealth Advisors | 1.27% | Add +47.3% | 8,982 | $2.7M |
| WPWealth LLP | 0.49% | Reduce -0.0% | 9,029 | $2.7M |
| Alpha Omega Wealth Management LLC | 0.49% | Reduce -1.1% | 9,008 | $2.7M |
| Brio Consultants, LLC | 0.40% | Reduce -21.8% | 8,995 | $2.7M |
| EagleClaw Capital Managment, LLC | 0.41% | Add +2.3% | 8,932 | $2.7M |
| One Wealth Management Investment & Advisory Services, LLC | 3.49% | Add +2.6% | 8,926 | $2.7M |
| Yoffe Investment Management, LLC | 3.70% | No change | 8,908 | $2.7M |
| McAdam, LLC | 0.15% | Reduce -7.3% | 8,861 | $2.7M |
| Covestor Ltd | 1.59% | Add +37.4% | 8,848 | $2.7M |
| Tocqueville Asset Management L.P. | 0.04% | Add +0.3% | 8,847 | $2.7M |
| NCM Capital Management, LLC | 1.10% | No change | 8,846 | $2.7M |
| Cornerstone Financial Group, LLC | 2.29% | Add +7.4% | 8,845 | $2.7M |
| Kavar Capital Partners Group, LLC | 0.39% | Add +0.7% | 8,819 | $2.7M |
| Tempus Wealth Planning, LLC | 0.67% | No change | 8,802 | $2.7M |
| First Command Advisory Services, Inc. | 0.02% | Reduce -0.0% | 8,791 | $2.7M |
| SkyOak Wealth, LLC | 0.54% | Add +1.6% | 8,790 | $2.7M |
| WNY Asset Management, LLC | 0.29% | Add +50.7% | 8,785 | $2.7M |
| Financial Symmetry Inc | 1.38% | Reduce -2.5% | 8,785 | $2.7M |
| Cedar Mountain Advisors, LLC | 0.55% | No change | 8,767 | $2.7M |
| Alpha Cubed Investments, LLC | 0.10% | Reduce -6.2% | 8,732 | $2.7M |
| Ascent Group, LLC | 0.10% | Add +24.3% | 8,731 | $2.7M |
| ICONIQ Capital, LLC | 0.04% | No change | 8,711 | $2.6M |
| Brandywine Oak Private Wealth LLC | 0.24% | Add +18.2% | 8,678 | $2.6M |
| Fulton Breakefield Broenniman LLC | 0.18% | Reduce -1.3% | 8,644 | $2.6M |
| J. L. Bainbridge & Co., Inc. | 0.24% | No change | 8,615 | $2.6M |
| FinDec Wealth Services, Inc. | 2.73% | Reduce -24.2% | 8,603 | $2.6M |
| Paragon Private Wealth Management, LLC | 1.03% | Reduce -11.2% | 8,537 | $2.6M |
| Calamos Wealth Management LLC | 0.11% | Add +10.6% | 8,528 | $2.6M |
| Alerus Financial NA | 0.19% | New | 8,494 | $2.6M |
| ORG Partners LLC | 0.57% | Reduce -2.5% | 8,492 | $2.6M |
| CMG Global Holdings, LLC | 1.36% | Reduce -34.2% | 8,218 | $2.6M |
| Everest Private Wealth | 1.85% | Add +4.0% | 8,470 | $2.6M |
| Clearstead Trust, LLC | 0.49% | Reduce -0.4% | 8,468 | $2.6M |
| Greenfield Savings Bank | 1.16% | Add +0.3% | 8,402 | $2.6M |
| Silverlake Wealth Management LLC | 0.75% | Add +16.4% | 8,396 | $2.6M |
| Five Oceans Advisors | 1.09% | Add +0.3% | 8,393 | $2.6M |
| Strategic Financial Services, Inc. | 0.14% | Reduce -1.4% | 8,366 | $2.5M |
| First National Trust Co | 0.10% | Add +6.1% | 8,363 | $2.5M |
| Yeomans Consulting Group, Inc. | 1.05% | Add +1.2% | 8,362 | $2.5M |
| Eldridge Investment Advisors, Inc. | 0.53% | Reduce -3.4% | 8,358 | $2.5M |
| Gentry Private Wealth, LLC | 1.94% | Reduce -1.9% | 8,352 | $2.5M |
| Fortress Wealth Management, Inc. | 1.22% | Reduce -0.1% | 8,296 | $2.5M |
| Tacita Capital Inc | 1.62% | Reduce -0.3% | 8,276 | $2.5M |
| Cascade Wealth Advisors, Inc | 1.42% | Add +1.3% | 8,032 | $2.5M |
| Aquire Wealth Advisors, LLC | 0.68% | Add +1.1% | 8,268 | $2.5M |
| Total Clarity Wealth Management, Inc. | 0.72% | Reduce -2.0% | 8,267 | $2.5M |
| Northeast Financial Group, Inc. | 0.80% | Reduce -0.6% | 8,259 | $2.5M |
| Sprinkle Financial Consultants LLC | 1.53% | No change | 8,221 | $2.5M |
| Cullen/Frost Bankers, Inc. | 0.03% | Add +26.5% | 8,200 | $2.5M |
| Empire Financial Management Company, LLC | 0.72% | Add +2.9% | 8,189 | $2.5M |
| TFO Wealth Partners, LLC | 0.44% | Add +16.4% | 8,182 | $2.5M |
| Talisman Wealth Advisors LLC | 2.27% | No change | 8,179 | $2.5M |
| Yukon Wealth Management, Inc. | 0.89% | No change | 8,172 | $2.5M |
| Oak Hill Wealth Advisors, LLC | 0.51% | Reduce -3.0% | 8,112 | $2.5M |
| Foster Victor Wealth Advisors, LLC | 0.17% | Add +0.2% | 8,060 | $2.5M |
| Nabity-Jensen Investment Management Inc | 1.82% | Reduce -4.9% | 8,126 | $2.5M |
| Simmons Bank | 0.18% | Reduce -0.5% | 8,121 | $2.5M |
| Exchange Capital Management, Inc. | 0.37% | Reduce -11.6% | 8,120 | $2.5M |
| Orca Investment Management, LLC | 2.22% | Add +1.9% | 8,090 | $2.5M |
| Sfm, LLC | 1.58% | Reduce -1.0% | 8,086 | $2.5M |
| Glass Jacobson Investment Advisors llc | 0.95% | Reduce -9.2% | 8,075 | $2.5M |
| Running Point Capital Advisors, LLC | 0.68% | Add +1.1% | 8,059 | $2.4M |
| Dash Acquisitions Inc. | 0.52% | No change | 7,831 | $2.4M |
| Fourth Dimension Wealth, LLC | 1.03% | Add +6.2% | 8,045 | $2.4M |
| Koss-Olinger Consulting, LLC | 0.20% | Add +32.0% | 8,021 | $2.4M |
| AssuredPartners Investment Advisors, LLC | 0.60% | Reduce -69.5% | 8,016 | $2.4M |
| Belmont Capital, LLC | 0.37% | Reduce -6.0% | 8,000 | $2.4M |
| Comprehensive Money Management Services LLC | 1.84% | Reduce -0.3% | 7,999 | $2.4M |
| Pallas Capital Advisors LLC | 0.09% | Reduce -61.4% | 7,988 | $2.4M |
| L. Roy Papp & Associates, LLP | 0.29% | Add +20.8% | 7,967 | $2.4M |
| Capital Advisors Inc. | 0.04% | Reduce -3.0% | 7,952 | $2.4M |
| Monument Capital Management | 0.63% | No change | 7,921 | $2.4M |
| Curtis Advisory Group, LLC | 0.60% | Reduce -2.1% | 7,901 | $2.4M |
| Horan Securities, Inc. | 0.84% | Add +0.7% | 7,883 | $2.4M |
| Copperleaf Capital, LLC | 1.21% | Add +6.6% | 7,865 | $2.4M |
| Cassaday & Co Wealth Management LLC | 0.06% | Reduce -29.0% | 7,863 | $2.4M |
| Holland Advisory Services, Inc. | 3.48% | Reduce -1.1% | 7,851 | $2.4M |
| McGlone Suttner Wealth Management, Inc. | 0.36% | Add +0.6% | 7,847 | $2.4M |
| Elevation Wealth Partners, LLC | 0.94% | Add +1.2% | 7,841 | $2.4M |
| Madison Wealth Partners, Inc | 0.52% | Add +2.4% | 7,835 | $2.4M |
| Bank of Stockton | 0.71% | Add +17.0% | 7,835 | $2.4M |
| Accent Capital Management, LLC | 1.06% | No change | 7,811 | $2.4M |
| Schaper Benz & Wise Investment Counsel Inc. | 0.18% | Add +5.7% | 7,832 | $2.4M |
| Montag A & Associates Inc. | 0.12% | Add +5.7% | 7,798 | $2.4M |
| PGIM Custom Harvest LLC | 0.05% | Reduce -4.6% | 7,805 | $2.4M |
| G2 Capital Management, LLC / Oh | 0.67% | Add +841.4% | 7,795 | $2.4M |
| Wealth Management Strategies, Inc. | 1.27% | Reduce -2.2% | 7,794 | $2.4M |
| Keb Asset Management, LLC | 0.59% | Reduce -0.9% | 7,794 | $2.4M |
| S.E.E.D. Planning Group LLC | 0.74% | No change | 7,788 | $2.4M |
| Greenberg Financial Group | 0.89% | Reduce -0.2% | 6,381 | $2.4M |
| Waypoint Wealth Partners Inc. | 0.57% | No change | 7,726 | $2.3M |
| Rodgers & Associates, LTD | 0.26% | Add +2.1% | 7,725 | $2.3M |
| Accurate Wealth Management, LLC | 0.36% | Reduce -4.6% | 7,608 | $2.3M |
| Latitude Advisors, LLC | 1.18% | Add +2.0% | 7,712 | $2.3M |
| KFA Private Wealth Group, LLC | 0.73% | Add +0.3% | 7,711 | $2.3M |
| New World Advisors LLC | 0.50% | Add +84.5% | 7,669 | $2.3M |
| Innova Wealth Partners | 1.37% | Add +8.4% | 7,656 | $2.3M |
| Willis Johnson & Associates, Inc. | 0.16% | Add +0.6% | 7,637 | $2.3M |
| Cahill Financial Advisors Inc. | 0.29% | Add +0.1% | 7,633 | $2.3M |
| Oxbow Advisors, LLC | 0.26% | Add +1.4% | 7,630 | $2.3M |
| Seed Wealth Management, Inc. | 1.72% | Reduce -2.6% | 7,615 | $2.3M |
| Austin Wealth Management, LLC | 0.41% | Reduce -1.0% | 7,439 | $2.3M |
| Cura Wealth Advisors, LLC | 1.08% | Add +39.3% | 7,608 | $2.3M |
| Watershed Private Wealth LLC | 0.84% | Reduce -0.2% | 7,607 | $2.3M |
| MBL Wealth, LLC | 0.22% | Reduce -40.5% | 7,594 | $2.3M |
| Plum Street Advisors, LLC | 1.02% | No change | 7,587 | $2.3M |
| Center for Financial Planning, Inc. | 0.26% | Reduce -0.5% | 7,582 | $2.3M |
| Tradition Wealth Management, LLC | 0.18% | Add +1.2% | 7,578 | $2.3M |
| Uptick Partners, LLC | 0.66% | Add +51.8% | 7,553 | $2.3M |
| Sfmg, LLC | 0.17% | Add +3.6% | 7,491 | $2.3M |
| KMG Fiduciary Partners, LLC | 0.17% | No change | 7,481 | $2.3M |
| Kropog Financial Group, LLC | 1.98% | No change | 7,444 | $2.3M |
| Baldwin Investment Management, LLC | 0.27% | Add +0.1% | 7,435 | $2.3M |
| Strategic Advisors LLC | 0.44% | Add +29.3% | 7,416 | $2.3M |
| Base Wealth Management LLC | 1.44% | Reduce -6.4% | 7,415 | $2.3M |
| Federated Hermes, Inc. | 0.00% | No change | 7,403 | $2.2M |
| Whelan Financial | 0.81% | Add +9.1% | 7,392 | $2.2M |
| Allianz Asset Management GmbH | 0.00% | Reduce -76.3% | 7,380 | $2.2M |
| Austin Private Wealth, LLC | 0.18% | Reduce -3.8% | 7,372 | $2.2M |
| Novak & Powell Financial Services, Inc. | 1.55% | Reduce -33.2% | 7,366 | $2.2M |
| Howard Wealth Management, LLC | 1.13% | Reduce -1.2% | 7,354 | $2.2M |
| Avidian Wealth Enterprises, LLC | 0.09% | Reduce -19.2% | 7,353 | $2.2M |
| Gemmer Asset Management LLC | 0.20% | Add +0.8% | 7,344 | $2.2M |
| Wellington Capital Management, Inc. | 3.33% | — | 7,346 | $2.2M |
| Northeast Planning Associates, Inc. / NH / | 2.05% | No change | 7,325 | $2.2M |
| Integrated Capital Management, Inc. | 1.69% | Add +1.6% | 7,317 | $2.2M |
| HFG Advisors, Inc. | 1.76% | Reduce -1.4% | 7,305 | $2.2M |
| Eaton Financial Holdings Company, LLC | 0.68% | Add +23.6% | 7,303 | $2.2M |
| Investors Asset Management of Georgia Inc. /Ga/ | 1.02% | Add +1.8% | 7,260 | $2.2M |
| Tompkins Financial Corp. | 0.20% | No change | 7,238 | $2.2M |
| Clark Capital Management Group, Inc. | 0.02% | Add +0.4% | 7,230 | $2.2M |
| SPC Financial, Inc. | 0.18% | Reduce -1.5% | 7,228 | $2.2M |
| Mosaic Family Wealth Partners, LLC | 0.28% | Add +0.8% | 7,228 | $2.2M |
| Valtinson Bruner Financial Planning LLC | 0.69% | Add +21.8% | 7,214 | $2.2M |
| Russell Investments Group, Ltd. | 0.00% | Add +122.2% | 7,210 | $2.2M |
| Intellus Advisors LLC | 0.33% | Add +0.1% | 7,197 | $2.2M |
| American Investment Services, Inc. | 0.56% | Reduce -0.0% | 7,160 | $2.2M |
| Pacifica Partners Inc. | 0.88% | Reduce -4.7% | 7,170 | $2.2M |
| Stonehaven Wealth & Tax Solutions, LLC | 2.12% | Add +0.2% | 7,151 | $2.2M |
| FLC Capital Advisors | 0.45% | No change | 7,149 | $2.2M |
| Secure Asset Management, LLC | 0.40% | Add +20.1% | 7,141 | $2.2M |
| Integrity Wealth Solutions LLC | 1.06% | Add +1.1% | 7,133 | $2.2M |
| Blue Investment Partners LLC | 0.76% | New | 7,128 | $2.2M |
| Secured Retirement Advisors, LLC | 1.29% | Reduce -2.4% | 7,120 | $2.2M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Add +5.6% | 7,098 | $2.2M |
| Fiduciary Advisors, Inc. | 1.90% | Reduce -5.2% | 7,100 | $2.2M |
| Collaborative Wealth Managment Inc. | 0.94% | Reduce -0.0% | 7,070 | $2.1M |
| Howard Bailey Securities, LLC | 0.66% | Add +77.0% | 7,042 | $2.1M |
| Muirfield Wealth Advisors LLC | 1.70% | Add +23.7% | 7,040 | $2.1M |
| Retirement Income Solutions, Inc. | 0.39% | Add +11.9% | 7,032 | $2.1M |
| Pasadena Private Wealth, LLC | 0.37% | Reduce -7.9% | 7,028 | $2.1M |
| Beaumont Asset Management, L.L.C. | 1.15% | Add +46.2% | 7,027 | $2.1M |
| Jim Saulnier & Associates, LLC | 1.45% | Add +3.5% | 6,992 | $2.1M |
| Neumann Capital Management, LLC | 0.67% | Reduce -6.8% | 6,981 | $2.1M |
| Community Bank, N.A. | 0.28% | Reduce -87.2% | 6,974 | $2.1M |
| Hobbs Group Advisors, LLC | 0.72% | Reduce -0.6% | 6,958 | $2.1M |
| RDA Financial Network | 0.57% | Reduce -0.4% | 6,964 | $2.1M |
| Global Assets Advisory, LLC | 0.82% | Reduce -53.3% | 6,948 | $2.1M |
| HCR Wealth Advisors | 0.25% | Add +3.1% | 6,928 | $2.1M |
| Acas, LLC | 1.41% | Add +6.7% | 6,628 | $2.1M |
| Manhattan West Asset Management, LLC | 0.49% | Add +2.1% | 6,925 | $2.1M |
| Mosaic Financial Group, LLC | 1.61% | No change | 6,919 | $2.1M |
| Sivia Capital Partners, LLC | 0.71% | No change | 6,901 | $2.1M |
| Roffman Miller Associates Inc. | 0.12% | Reduce -9.6% | 6,866 | $2.1M |
| AlphaStar Capital Management, LLC | 0.15% | New | 6,851 | $2.1M |
| Net Worth Advisory Group | 0.46% | Add +185.6% | 6,845 | $2.1M |
| Rossmore Private Capital | 0.24% | Reduce -20.4% | 6,824 | $2.1M |
| Centurion Wealth Management LLC | 0.59% | Add +72.0% | 6,773 | $2.1M |
| Trinity Wealth Management, LLC | 0.82% | Add +93.2% | 6,766 | $2.1M |
| WMG Financial Advisors, LLC | 0.76% | Add +2.6% | 6,751 | $2.1M |
| Bath Savings Trust Co | 0.21% | Add +0.4% | 6,751 | $2.1M |
| RS Crum Inc. | 0.49% | Reduce -1.5% | 6,732 | $2.0M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -0.5% | 6,710 | $2.0M |
| NWK Group, Inc. | 0.72% | No change | 6,711 | $2.0M |
| Cornell Pochily Investment Advisors, Inc. | 0.67% | Add +2.5% | 6,707 | $2.0M |
| LPWM LLC | 0.59% | Reduce -0.4% | 6,701 | $2.0M |
| Orion Capital Management LLC | 0.77% | Add +277.6% | 6,665 | $2.0M |
| Schneider Downs Wealth Management Advisors, LP | 0.30% | No change | 6,653 | $2.0M |
| Essex Bank | 0.48% | No change | 6,653 | $2.0M |
| United Community Bank | 0.69% | Reduce -0.1% | 6,597 | $2.0M |
| Milestone Asset Management Group, LLC | 1.48% | Add +11.1% | 6,574 | $2.0M |
| Financial Connections Group, Inc. | 0.82% | Add +14.4% | 6,567 | $2.0M |
| Regatta Capital Group, LLC | 0.34% | Add +35.8% | 6,544 | $2.0M |
| Salem Investment Counselors Inc. | 0.06% | Add +6.6% | 6,520 | $2.0M |
| Perkins Coie Trust Co | 0.34% | Add +32.9% | 6,521 | $2.0M |
| Penobscot Investment Management Company, Inc. | 0.17% | Add +4.7% | 6,520 | $2.0M |
| Allegheny Financial Group | 0.44% | Add +7.6% | 6,501 | $2.0M |
| Sensible Money, LLC | 0.75% | Add +34.1% | 6,490 | $2.0M |
| Acropolis Investment Management, LLC | 0.11% | Reduce -0.7% | 6,487 | $2.0M |
| Fiduciary Counselling Inc. | 5.57% | Add +8.8% | 6,483 | $2.0M |
| ORBA Wealth Advisors, L.L.C. | 1.79% | Add +25.4% | 6,483 | $2.0M |
| Summit Wealth Group, LLC | 0.51% | Reduce -1.7% | 6,474 | $2.0M |
| Flywheel Private Wealth LLC | 1.58% | Reduce -16.7% | 6,467 | $2.0M |
| Beese Fulmer Investment Management, Inc. | 0.15% | Add +2.7% | 6,463 | $2.0M |
| Red Lighthouse Investment Management, LLC | 0.75% | Reduce -70.3% | 6,436 | $2.0M |
| Bull Street Advisors, LLC | 0.93% | Add +1.1% | 6,388 | $1.9M |
| Zacks Investment Management | 0.02% | Reduce -7.4% | 6,370 | $1.9M |
| IronBridge Private Wealth, LLC | 0.67% | No change | 6,360 | $1.9M |
| GAMMA Investing LLC | 0.12% | Add +7.4% | 6,341 | $1.9M |
| Centaurus Financial, Inc. | 0.11% | Add +7.0% | 6,338 | $1.9M |
| Paragon Capital Management Inc. | 1.47% | Add +46.2% | 6,332 | $1.9M |
| RTD Financial Advisors, Inc. | 0.25% | Reduce -1.2% | 6,328 | $1.9M |
| KPP Advisory Services LLC | 0.32% | Reduce -11.0% | 6,316 | $1.9M |
| DecisionMap Wealth Management, LLC | 1.32% | Reduce -5.5% | 6,316 | $1.9M |
| Texas Yale Capital Corp. | 0.06% | Add +10.6% | 6,280 | $1.9M |
| OMNI 360 Wealth, Inc. | 1.18% | Reduce -3.5% | 6,275 | $1.9M |
| Octavia Wealth Advisors, LLC | 0.22% | Reduce -15.5% | 6,248 | $1.9M |
| Park Edge Advisors, LLC | 0.49% | Reduce -1.6% | 6,256 | $1.9M |
| Spinnaker Investment Group, LLC | 0.45% | Reduce -72.7% | 6,249 | $1.9M |
| Capasso Planning Partners LLC | 1.07% | Reduce -35.6% | 6,238 | $1.9M |
| Westfuller Advisors, LLC | 1.08% | No change | 6,219 | $1.9M |
| Triumph Capital Management | 0.57% | New | 6,210 | $1.9M |
| Journey Advisory Group, LLC | 0.15% | Add +31.4% | 6,174 | $1.9M |
| Baxter Bros Inc. | 0.23% | Add +118.8% | 6,169 | $1.9M |
| Everett Harris & Co. | 0.02% | Reduce -0.4% | 6,148 | $1.9M |
| Adirondack Trust Co. | 0.68% | Add +2.9% | 6,142 | $1.9M |
| Caldwell Sutter Capital, Inc. | 0.85% | Reduce -2.4% | 6,128 | $1.9M |
| Main Street Group, LTD | 0.67% | Reduce -0.9% | 6,128 | $1.9M |
| JGP Wealth Management, LLC | 0.23% | Add +7.7% | 6,127 | $1.9M |
| Ahl Investment Management, Inc. | 1.24% | Add +0.3% | 6,112 | $1.9M |
| Woodard & Co. Asset Management Group Inc. | 0.34% | Add +16.3% | 6,112 | $1.9M |
| Gallagher Fiduciary Advisors, LLC | 0.07% | Add +30685.3% | 150,330,714 | $1.9M |
| Sovran Advisors, LLC | 0.19% | Reduce -60.9% | 6,071 | $1.9M |
| Fermata Advisors, LLC | 0.50% | Reduce -16.0% | 6,101 | $1.9M |
| GatePass Capital, LLC | 1.24% | Add +0.2% | 6,095 | $1.9M |
| Sharkey, Howes & Javer | 0.25% | No change | 6,094 | $1.9M |
| Baron Financial Group, LLC | 1.09% | Reduce -2.3% | 6,090 | $1.9M |
| Gill Capital Partners, LLC | 0.59% | Add +1.9% | 6,071 | $1.8M |
| Bay Rivers Group | 0.84% | Add +6.2% | 6,058 | $1.8M |
| Falcon Wealth Planning | 0.19% | Reduce -5.0% | 6,046 | $1.8M |
| Galvin, Gaustad & Stein, LLC | 0.16% | Reduce -0.1% | 6,042 | $1.8M |
| Goldstein Advisors, LLC | 0.25% | Reduce -35.8% | 6,025 | $1.8M |
| Magnus Financial Group LLC | 0.16% | Add +2.7% | 6,017 | $1.8M |
| Ipswich Investment Management Co., Inc. | 0.44% | New | 6,003 | $1.8M |
| LifeGoal Investments, LLC | 1.73% | Reduce -5.7% | 5,986 | $1.8M |
| TD Asset Management Inc | 0.00% | Add +1.9% | 5,969 | $1.8M |
| Echo Wealth Management, LLC | 1.11% | Reduce -3.2% | 5,964 | $1.8M |
| Aspiring Ventures, LLC | 0.84% | No change | 5,950 | $1.8M |
| CNB Bank | 0.85% | Reduce -1.0% | 5,908 | $1.8M |
| Premier Path Wealth Partners, LLC | 0.25% | Add +7.2% | 5,902 | $1.8M |
| Oarsman Capital, Inc. | 0.28% | Reduce -18.1% | 5,901 | $1.8M |
| Accretive Wealth Partners, LLC | 0.59% | No change | 5,899 | $1.8M |
| Daner Wealth Management, LLC | 1.23% | — | 5,641 | $1.8M |
| Outlook Wealth Advisors, LLC | 0.46% | Reduce -0.7% | 5,846 | $1.8M |
| Armstrong Advisory Group, Inc. | 0.13% | Reduce -14.1% | 5,837 | $1.8M |
| Etesian Wealth Advisors, Inc. | 0.66% | Reduce -2.5% | 5,832 | $1.8M |
| Myecfo, LLC | 0.87% | Reduce -1.6% | 5,819 | $1.8M |
| Fort Sheridan Advisors LLC | 0.25% | Reduce -4.6% | 5,804 | $1.8M |
| Oldfather Financial Services, LLC | 0.61% | No change | 5,798 | $1.8M |
| Interchange Capital Partners, LLC | 0.41% | Reduce -13.0% | 5,793 | $1.8M |
| Sepio Capital, LP | 0.13% | Reduce -3.6% | 5,788 | $1.8M |
| Verus Capital Partners, LLC | 0.16% | Reduce -8.3% | 5,773 | $1.8M |
| True Wealth Design, LLC | 0.62% | Reduce -5.7% | 5,770 | $1.8M |
| Davidson Trust Co. | 0.81% | No change | 5,767 | $1.8M |
| Cornerstone Capital, Inc. | 0.18% | Add +11.2% | 5,764 | $1.8M |
| EFG Asset Management (Americas) Corp. | 0.32% | Add +7.7% | 5,758 | $1.7M |
| Realta Investment Advisors | 0.69% | Reduce -1.2% | 5,752 | $1.7M |
| Accredited Wealth Management, LLC | 1.41% | Reduce -8.4% | 5,726 | $1.7M |
| Private Advisory Group LLC | 0.16% | New | 5,705 | $1.7M |
| Williams Jones Wealth Management, LLC. | 0.02% | Reduce -30.1% | 5,702 | $1.7M |
| Hubbell Strickland Wealth Management, LLC | 0.76% | Add +3.7% | 5,691 | $1.7M |
| MFA Wealth Services | 1.30% | Reduce -1.9% | 5,691 | $1.7M |
| ETF Store, Inc. | 2.00% | Add +0.2% | 5,690 | $1.7M |
| Courier Capital LLC | 0.10% | Reduce -13.6% | 5,684 | $1.7M |
| Exencial Wealth Advisors, LLC | 0.06% | Add +2.2% | 5,679 | $1.7M |
| Wealth Alliance, LLC | 0.19% | Add +12.0% | 5,673 | $1.7M |
| Grandview Asset Management LLC | 0.55% | Add +0.1% | 5,658 | $1.7M |
| Impact Capital Partners LLC | 0.56% | Add +4.0% | 5,659 | $1.7M |
| Orgel Wealth Management, LLC | 0.04% | Add +21.6% | 5,655 | $1.7M |
| Verdence Capital Advisors LLC | 0.12% | Reduce -3.7% | 5,651 | $1.7M |
| Birchbrook, Inc. | 0.92% | Reduce -8.2% | 5,649 | $1.7M |
| Trustmark Bank Trust Department | 0.12% | Add +76.3% | 5,649 | $1.7M |
| Catalyst Private Wealth, LLC | 0.76% | Reduce -11.6% | 5,624 | $1.7M |
| Lanark Financial, Inc. | 0.14% | Add +1.4% | 5,623 | $1.7M |
| Old North State Wealth Management, LLC | 0.89% | Add +14.5% | 5,601 | $1.7M |
| Next Level Private LLC | 0.55% | Reduce -0.6% | 5,600 | $1.7M |
| Ascent Wealth Partners, LLC | 0.21% | No change | 5,588 | $1.7M |
| BlueSky Wealth Advisors, LLC | 0.25% | Reduce -4.9% | 5,583 | $1.7M |
| Financial Insights, Inc. | 0.62% | Reduce -34.6% | 5,583 | $1.7M |
| 1 North Wealth Services LLC | 0.67% | No change | 5,577 | $1.7M |
| Mills Wealth Advisors LLC | 0.77% | Add +0.6% | 5,662 | $1.7M |
| Diversify Wealth Management, LLC | 0.10% | Reduce -20.8% | 5,313 | $1.7M |
| Concord Asset Management, LLC | 0.25% | New | 5,518 | $1.7M |
| Concord Wealth Partners | 0.24% | Reduce -1.3% | 5,518 | $1.7M |
| Harbour Capital Advisors, LLC | 0.35% | Reduce -7.2% | 5,483 | $1.7M |
| Vantage Financial Partners, LLC | 0.39% | Add +1.8% | 5,505 | $1.7M |
| Rice Partnership, LLC | 0.29% | Reduce -16.2% | 5,495 | $1.7M |
| Strategent Financial, LLC | 1.30% | Add +2.2% | 5,484 | $1.7M |
| ODonnell Financial Services, LLC | 0.64% | Add +21.9% | 5,471 | $1.7M |
| Security Financial Services, INC. | 0.29% | Add +0.9% | 5,471 | $1.7M |
| True Vision MN LLC | 0.92% | Reduce -1.7% | 5,450 | $1.7M |
| Peregrine Asset Advisers, Inc. | 0.52% | Add +45.2% | 5,462 | $1.7M |
| Arcadia Wealth Management, Inc. | 1.13% | Add +13.2% | 5,456 | $1.7M |
| Hopwood Financial Services, Inc. | 1.30% | Reduce -11.0% | 5,456 | $1.7M |
| Columbia Advisory Partners LLC | 1.25% | Reduce -6.4% | 5,454 | $1.7M |
| Cypress Capital Group | 0.21% | Add +0.1% | 5,448 | $1.7M |
| Asset Planning Corporation | 0.88% | Reduce -0.7% | 5,431 | $1.7M |
| FSA Wealth Management LLC | 0.64% | Add +6.0% | 5,425 | $1.6M |
| Goelzer Investment Management, Inc. | 0.09% | Reduce -2.3% | 5,389 | $1.6M |
| St Germain D J Co. Inc. | 0.07% | Reduce -13.1% | 5,388 | $1.6M |
| B.O.S.S. Retirement Advisors, LLC | 0.41% | Reduce -96.1% | 5,386 | $1.6M |
| Quotient Wealth Partners, LLC | 0.05% | Add +30.5% | 5,383 | $1.6M |
| CRA Financial Services, LLC | 0.25% | Add +6.6% | 5,382 | $1.6M |
| Mullaney, Keating & Wright, Inc. | 1.07% | No change | 5,378 | $1.6M |
| Covenant Asset Management, LLC | 0.33% | Reduce -3.0% | 5,359 | $1.6M |
| Unique Wealth, LLC | 0.26% | Reduce -2.9% | 5,355 | $1.6M |
| Founders Financial Alliance, LLC | 0.37% | Add +0.4% | 5,352 | $1.6M |
| Parthenon LLC | 0.19% | Add +2.9% | 5,341 | $1.6M |
| Paulson Wealth Management Inc. | 0.42% | Reduce -14.1% | 5,338 | $1.6M |
| First Foundation Advisors | 0.06% | No change | 5,324 | $1.6M |
| Fca Corp. | 0.48% | No change | 5,323 | $1.6M |
| Apexium Financial, LP | 0.09% | Reduce -0.1% | 5,306 | $1.6M |
| Heritage Wealth Advisors | 0.08% | Add +0.1% | 5,311 | $1.6M |
| Wingate Wealth Advisors, Inc. | 1.43% | Add +0.1% | 5,299 | $1.6M |
| Westshore Wealth, LLC | 0.62% | Add +0.5% | 5,296 | $1.6M |
| Valley National Advisers Inc. | 0.26% | Reduce -1.1% | 5,295 | $1.6M |
| Family Manage LLC | 0.24% | No change | 5,289 | $1.6M |
| BTG Pactual Asset Management US LLC | 0.22% | Add +0.4% | 5,279 | $1.6M |
| CFS Investment Advisory Services, LLC | 0.13% | Add +15.4% | 5,277 | $1.6M |
| Legacy Edge Advisors, LLC | 0.21% | Reduce -6.5% | 5,272 | $1.6M |
| Objective Capital Management, LLC | 1.80% | Add +1.9% | 5,271 | $1.6M |
| XML Financial, LLC | 0.14% | Reduce -9.9% | 5,252 | $1.6M |
| Alliance Wealth Advisors, LLC | 0.87% | Add +25.4% | 5,252 | $1.6M |
| Hamilton Wealth, LLC | 0.36% | Reduce -17.2% | 5,232 | $1.6M |
| BNP Paribas Financial Markets | 0.00% | Reduce -23.2% | 5,230 | $1.6M |
| Ullmann Wealth Partners Group, LLC | 0.19% | Add +99.2% | 5,223 | $1.6M |
| Littlejohn Financial Services, Inc. | 1.23% | Reduce -15.6% | 5,219 | $1.6M |
| Northeast Investment Management | 0.07% | Reduce -0.2% | 5,210 | $1.6M |
| McHugh Group, LLC | 1.07% | Add +188.9% | 5,200 | $1.6M |
| McKinley Carter Wealth Services, Inc. | 0.09% | Reduce -9.1% | 5,195 | $1.6M |
| BKM Wealth Management, LLC | 0.62% | Add +0.1% | 5,195 | $1.6M |
| Orleans Capital Management Corp. | 0.84% | No change | 5,195 | $1.6M |
| Courage Miller Partners, LLC | 0.50% | Reduce -0.0% | 5,185 | $1.6M |
| 1776 Wealth LLC | 0.65% | Reduce -1.2% | 5,182 | $1.6M |
| Financial Council, LLC | 0.76% | Add +2.8% | 5,168 | $1.6M |
| Measured Wealth Private Client Group, LLC | 0.47% | Reduce -0.3% | 5,167 | $1.6M |
| IFG Advisors, LLC | 0.26% | Reduce -2.7% | 5,156 | $1.6M |
| Ruedi Wealth Management, Inc. | 0.46% | Add +9.1% | 5,152 | $1.6M |
| Wealth Group Ltd | 0.40% | Add +0.3% | 5,151 | $1.6M |
| AF Advisors, Inc. | 0.54% | No change | 5,149 | $1.6M |
| Chapin Davis, Inc. | 0.43% | Reduce -0.2% | 5,141 | $1.6M |
| Juncture Wealth Strategies, LLC | 0.56% | Reduce -11.5% | 5,140 | $1.6M |
| Wealthspire Retirement, LLC | 0.10% | Reduce -6.1% | 5,129 | $1.6M |
| FourThought Financial Partners, LLC | 0.15% | Reduce -0.9% | 5,101 | $1.6M |
| Steigerwald, Gordon & Koch Inc. | 0.16% | No change | 5,094 | $1.5M |
| HWG Holdings LP | 0.45% | Reduce -13.6% | 5,079 | $1.5M |
| Winthrop Capital Management, LLC | 0.39% | Reduce -0.8% | 5,073 | $1.5M |
| Thompson Siegel & Walmsley LLC | 0.03% | Add +1.6% | 5,072 | $1.5M |
| Curran Financial Partners, LLC | 0.34% | Add +4.1% | 5,063 | $1.5M |
| Hourglass Capital, LLC | 0.38% | Add +18.8% | 5,059 | $1.5M |
| Highline Wealth Partners LLC | 0.45% | Add +8.3% | 5,052 | $1.5M |
| Rathbones Group PLC | 0.01% | Add +10.6% | 5,029 | $1.5M |
| GDS Wealth Management | 0.11% | Add +41.4% | 5,013 | $1.5M |
| Maripau Wealth Management LLC | 0.77% | Add +71.2% | 5,004 | $1.5M |
| Aspire Capital Advisors LLC | 0.42% | Reduce -7.5% | 5,003 | $1.5M |
| AtlasMark Financial, Inc | 1.16% | No change | 5,000 | $1.5M |
| Parkside Investments, LLC | 0.21% | No change | 5,000 | $1.5M |
| Encompass More Asset Management | 0.36% | Add +2.3% | 4,998 | $1.5M |
| Morton Capital Management LLC | 0.27% | Reduce -0.4% | 4,995 | $1.5M |
| Brick & Kyle, Associates | 0.68% | Reduce -0.8% | 4,777 | $1.5M |
| Altfest L J & Co. Inc. | 0.18% | Add +104.5% | 4,982 | $1.5M |
| Wealthquest Corp | 0.12% | Reduce -1.2% | 4,957 | $1.5M |
| Charles Schwab Trust Co | 0.11% | Add +0.2% | 4,952 | $1.5M |
| Essex LLC | 0.30% | Add +14.5% | 4,948 | $1.5M |
| Mason & Associates Inc | 0.35% | No change | 4,930 | $1.5M |
| Capital Planning LLC | 0.47% | Reduce -3.2% | 4,905 | $1.5M |
| United Advisor Group, LLC | 0.26% | Add +30.1% | 4,916 | $1.5M |
| SP Asset Management LLC | 0.12% | Reduce -18.1% | 4,908 | $1.5M |
| King Wealth Management Group | 0.20% | Reduce -1.4% | 4,906 | $1.5M |
| Parr McKnight Wealth Management Group, LLC | 0.20% | Reduce -0.6% | 4,890 | $1.5M |
| Morton Brown Family Wealth, LLC | 0.45% | Add +3.0% | 4,886 | $1.5M |
| First National Corp. /Ma/ | 0.30% | Add +23.0% | 4,880 | $1.5M |
| LBJ Family Wealth Advisors, Ltd. | 0.86% | No change | 4,870 | $1.5M |
| Golden Road Advisors LLC | 0.98% | Add +41.6% | 4,862 | $1.5M |
| HHM Wealth Advisors, LLC | 0.18% | Reduce -1.4% | 4,856 | $1.5M |
| Hantz Financial Services, Inc. | 0.02% | Add +91.2% | 4,852 | $1.5M |
| Pacific Financial Group Inc. | 1.15% | Reduce -3.9% | 4,841 | $1.5M |
| Summit Financial Strategies, Inc. | 0.14% | Add +1.2% | 4,832 | $1.5M |
| Archvest Wealth Advisors, Inc. | 1.28% | Add +0.2% | 4,818 | $1.5M |
| Chatham Capital Group, Inc. | 0.22% | Add +22.7% | 4,815 | $1.5M |
| SimpliFi, Inc. | 0.64% | Reduce -1.7% | 4,804 | $1.5M |
| Bernardo Wealth Planning LLC | 0.32% | Add +11.3% | 4,799 | $1.5M |
| Brown, Lisle/Cummings, Inc. | 0.39% | Add +53.6% | 4,800 | $1.5M |
| Private Wealth Management Group, LLC | 0.48% | Add +0.1% | 4,788 | $1.5M |
| Grand Wealth Management, LLC | 0.75% | Reduce -1.4% | 4,773 | $1.5M |
| NDVR, Inc. | 1.36% | Reduce -2.4% | 4,777 | $1.5M |
| Summit Investment Advisors, Inc. | 1.19% | Add +0.5% | 4,742 | $1.4M |
| Vista Investment Management | 0.54% | Reduce -0.4% | 4,758 | $1.4M |
| North Ridge Wealth Advisors, Inc. | 0.89% | Add +5.7% | 4,755 | $1.4M |
| Cidel Asset Management Inc. | 0.09% | No change | 4,755 | $1.4M |
| Poehling Capital Management, INC. | 0.34% | No change | 4,748 | $1.4M |
| BIP Alliance, LLC | 0.55% | Reduce -12.8% | 4,745 | $1.4M |
| Riverview Trust Co | 1.80% | No change | 4,743 | $1.4M |
| Stordahl Capital Management, Inc. | 0.32% | New | 4,742 | $1.4M |
| Heritage Investment Group, Inc. | 0.25% | Reduce -1.6% | 4,731 | $1.4M |
| Cahaba Wealth Management, Inc. | 0.11% | Add +0.1% | 4,711 | $1.4M |
| Seneca Financial Advisors LLC | 0.55% | No change | 4,710 | $1.4M |
| Solidarity Wealth, LLC | 0.33% | Add +0.1% | 4,691 | $1.4M |
| Pursue Wealth Partners LLC | 0.81% | No change | 4,703 | $1.4M |
| Baltimore-Washington Financial Advisors, Inc. | 0.07% | Reduce -16.7% | 4,701 | $1.4M |
| First Nebraska Trust Co | 0.14% | No change | 4,700 | $1.4M |
| Ameriflex Group, Inc. | 0.75% | Reduce -9.7% | 4,728 | $1.4M |
| Ally Invest Advisors Inc. | 0.11% | Reduce -0.6% | 4,695 | $1.4M |
| Bridges Investment Management Inc. | 0.02% | Reduce -5.7% | 4,678 | $1.4M |
| Fund Evaluation Group, LLC | 0.05% | Add +83.9% | 4,677 | $1.4M |
| Davidson Investment Advisors | 0.06% | No change | 4,672 | $1.4M |
| BigSur Wealth Management LLC | 0.36% | No change | 4,653 | $1.4M |
| Everpar Advisors LLC | 0.64% | Add +9.7% | 4,664 | $1.4M |
| Albion Financial Group | 0.09% | Add +0.0% | 4,664 | $1.4M |
| Focused Wealth Management, Inc | 0.17% | Add +1.0% | 4,662 | $1.4M |
| Robinswood Financial LLC | 0.50% | Add +4.1% | 4,657 | $1.4M |
| ArborFi Advisors, LLC | 1.25% | Add +1.0% | 4,656 | $1.4M |
| Summit Asset Management, LLC | 0.23% | No change | 4,654 | $1.4M |
| Institute for Wealth Management, LLC. | 0.16% | Add +0.1% | 4,647 | $1.4M |
| Amplius Wealth Advisors, LLC | 0.13% | Add +1.6% | 4,622 | $1.4M |
| Townsend Asset Management Corp. /NC/ | 0.51% | Reduce -3.1% | 4,616 | $1.4M |
| Pathway Financial Advisors LLC | 0.21% | Add +17.6% | 4,614 | $1.4M |
| Shira Ridge Wealth Management | 0.64% | Add +30.9% | 4,613 | $1.4M |
| Prosperity Consulting Group, LLC | 0.10% | Reduce -0.5% | 4,606 | $1.4M |
| Northwest Quadrant Wealth Management, LLC | 0.31% | Add +1.8% | 4,590 | $1.4M |
| Mogy Joel R Investment Counsel Inc. | 0.08% | Reduce -6.1% | 4,584 | $1.4M |
| Panoramic Capital Partners, LLC | 0.97% | No change | 4,522 | $1.4M |
| Wealth Management Nebraska | 0.19% | Reduce -16.9% | 4,586 | $1.4M |
| Meridian Wealth Advisors, LLC | 0.22% | Reduce -5.2% | 4,565 | $1.4M |
| Providence Capital Advisors, LLC | 0.25% | Add +72.5% | 4,563 | $1.4M |
| Twelve Points Wealth Management LLC | 0.37% | Add +45.3% | 4,562 | $1.4M |
| Ridgeline Wealth, LLC | 1.13% | Add +34.9% | 4,559 | $1.4M |
| Lunt Capital Management, Inc. | 0.53% | Add +363.9% | 4,555 | $1.4M |
| Eq LLC | 0.54% | Reduce -0.3% | 4,553 | $1.4M |
| Brightwater Advisory LLC | 0.99% | Add +38.6% | 4,540 | $1.4M |
| Creative Capital Management Investments LLC | 0.49% | No change | 4,539 | $1.4M |
| Sentinel Wealth Management, Inc. | 1.30% | — | 4,523 | $1.4M |
| Scotia Capital Inc. | 0.01% | Add +12.4% | 4,525 | $1.4M |
| Allium Financial Advisors, LLC | 1.19% | Add +11.0% | 4,503 | $1.4M |
| Benchmark Wealth Management, LLC | 0.61% | Reduce -2.2% | 4,486 | $1.4M |
| Frisch Financial Group, Inc. | 0.33% | Reduce -8.2% | 4,463 | $1.4M |
| Financial Freedom, LLC | 0.73% | Add +0.0% | 4,473 | $1.4M |
| Estate Counselors, LLC | 0.13% | Reduce -80.7% | 4,467 | $1.4M |
| RAM Investment Partners, LLC | 0.28% | Reduce -0.0% | 4,465 | $1.4M |
| Wealth Dimensions Group, Ltd. | 0.30% | Reduce -0.5% | 4,450 | $1.4M |
| Armstrong Henry H Associates Inc. | 0.13% | No change | 4,449 | $1.4M |
| Concentrum Wealth Management | 0.42% | Reduce -1.4% | 4,436 | $1.3M |
| HF Advisory Group, LLC | 0.53% | Add +0.1% | 4,394 | $1.3M |
| Bill Few Associates, Inc. | 0.38% | No change | 4,385 | $1.3M |
| Mattern Capital Management, LLC | 0.16% | No change | 4,382 | $1.3M |
| Arvest Bank Trust Division | 0.08% | Reduce -5.8% | 4,374 | $1.3M |
| Sunburst Financial Group, LLC | 0.30% | Reduce -0.1% | 4,366 | $1.3M |
| Moneywise, Inc. | 0.62% | Add +27.5% | 4,353 | $1.3M |
| VestGen Investment Management | 0.95% | Add +1.8% | 4,339 | $1.3M |
| Golden State Wealth Management, LLC | 0.16% | Reduce -39.5% | 4,338 | $1.3M |
| Financial Management Network Inc. | 0.24% | Reduce -0.2% | 4,279 | $1.3M |
| Ranch Capital Advisors Inc. | 0.57% | No change | 4,334 | $1.3M |
| Farmers Trust Co. | 0.25% | Reduce -1.8% | 4,327 | $1.3M |
| BCK Partners, Inc. | 0.77% | Reduce -3.4% | 4,316 | $1.3M |
| Balanced Wealth Group LLC | 0.57% | Reduce -2.7% | 4,219 | $1.3M |
| Berkeley, Inc | 0.47% | Reduce -2.2% | 4,315 | $1.3M |
| Cross Staff Investments Inc | 0.97% | Reduce -0.5% | 4,315 | $1.3M |
| 10Elms LLP | 1.45% | Add +3.3% | 4,312 | $1.3M |
| IAG Wealth Partners, LLC | 0.17% | Reduce -0.9% | 4,307 | $1.3M |
| Hudock, Inc. | 0.21% | Add +7.1% | 4,304 | $1.3M |
| Bricktown Capital, LLC | 0.24% | No change | 4,300 | $1.3M |
| Ridgewood Investments LLC | 0.57% | Reduce -1.6% | 4,296 | $1.3M |
| Boreal Capital Management LLC | 1.25% | — | 4,277 | $1.3M |
| Hengehold Capital Management LLC | 0.12% | Add +3.9% | 4,289 | $1.3M |
| Cornerstone Advisors Asset Management, LLC | 0.25% | Add +7.1% | 4,289 | $1.3M |
| Total Wealth Planning, LLC | 0.16% | New | 4,283 | $1.3M |
| Discipline Wealth Solutions, LLC | 0.50% | Add +49.0% | 4,279 | $1.3M |
| Opal Wealth Advisors, LLC | 0.36% | No change | 4,279 | $1.3M |
| Wiser Wealth Management, Inc | 0.32% | Reduce -19.5% | 4,266 | $1.3M |
| Strategic Equity Management | 0.48% | Add +25.7% | 4,266 | $1.3M |
| Advance Capital Management, Inc. | 0.06% | Add +19.8% | 4,257 | $1.3M |
| SFG Wealth Management, LLC. | 0.78% | Reduce -1.9% | 4,246 | $1.3M |
| Regency Capital Management Inc.\DE | 0.68% | Add +0.2% | 4,234 | $1.3M |
| Aspen Capital Management, LLC | 0.36% | No change | 4,226 | $1.3M |
| Cloud Capital Management, LLC | 0.80% | Add +1.9% | 4,130 | $1.3M |
| TKG Advisors, LLC | 0.57% | Add +4.6% | 4,211 | $1.3M |
| Aletheian Wealth Advisors LLC | 0.63% | Add +0.7% | 4,199 | $1.3M |
| Eley Financial Management, Inc | 0.49% | No change | 4,192 | $1.3M |
| Curated Wealth Partners LLC | 0.15% | Add +10.6% | 4,188 | $1.3M |
| Joel Adams & Associates, Inc. | 1.13% | Reduce -4.0% | 4,182 | $1.3M |
| Hurley Capital, LLC | 0.89% | Reduce -1.5% | 4,181 | $1.3M |
| Macroview Investment Management LLC | 1.04% | Add +2.8% | 4,178 | $1.3M |
| Global Trust Asset Management, LLC | 0.68% | Reduce -1.2% | 4,175 | $1.3M |
| Fischer Financial Services, Inc. | 0.37% | Add +1.7% | 4,169 | $1.3M |
| Keystone Wealth Services, LLC | 0.30% | Add +15.8% | 4,159 | $1.3M |
| Searcy Financial Services Inc. | 0.51% | No change | 4,153 | $1.3M |
| Global Financial Private Client, LLC | 0.47% | No change | 4,144 | $1.3M |
| Jeppson Wealth Management, LLC | 0.44% | No change | 4,144 | $1.3M |
| Access Financial Services, Inc. | 0.48% | Reduce -6.4% | 4,142 | $1.3M |
| Revisor Wealth Management LLC | 0.45% | Add +53.8% | 4,042 | $1.2M |
| Spinnaker Trust | 0.07% | Add +7.0% | 4,097 | $1.2M |
| OneAscent Wealth Management LLC | 0.46% | Reduce -7.7% | 4,084 | $1.2M |
| Exchange Traded Concepts, LLC | 0.02% | New | 4,081 | $1.2M |
| PYA Waltman Capital, LLC | 0.36% | No change | 4,081 | $1.2M |
| Cornerstone Advisory, LLC | 0.13% | Reduce -0.4% | 4,079 | $1.2M |
| Obsidian Cio, LLC | 0.18% | Add +178.7% | 4,075 | $1.2M |
| Altus Wealth Group LLC | 0.55% | Add +11.0% | 4,072 | $1.2M |
| Investor's Fiduciary Advisor Network, LLC | 0.46% | Add +129.4% | 4,072 | $1.2M |
| Oakworth Capital, Inc. | 0.08% | No change | 4,069 | $1.2M |
| Acorn Financial Advisory Services Inc. | 0.20% | Add +0.4% | 4,068 | $1.2M |
| Sonora Investment Management Group, LLC | 0.09% | Add +55.4% | 4,063 | $1.2M |
| Brown Wealth Management, LLC | 0.38% | No change | 4,054 | $1.2M |
| Fragasso Financial Advisors Inc | 0.08% | Reduce -4.6% | 4,053 | $1.2M |
| Iowa State Bank | 0.24% | No change | 4,046 | $1.2M |
| Appleton Partners Inc. | 0.09% | Add +0.6% | 4,031 | $1.2M |
| Cadinha & Co. LLC | 0.20% | Reduce -2.9% | 4,022 | $1.2M |
| Colonial River Investments, LLC | 0.53% | Reduce -3.1% | 3,959 | $1.2M |
| Willow Creek Wealth Management Inc. | 0.11% | Add +34.6% | 4,014 | $1.2M |
| Coastal Bridge Advisors, LLC | 0.10% | Reduce -26.6% | 4,005 | $1.2M |
| Unison Advisors LLC | 0.14% | Add +1.6% | 4,004 | $1.2M |
| Benin Management CORP | 0.32% | Add +2.3% | 4,004 | $1.2M |
| Fairscale Capital, LLC | 0.88% | Add +3.0% | 3,912 | $1.2M |
| Quest 10 Wealth Builders, Inc. | 1.18% | Add +1.6% | 3,997 | $1.2M |
| North Forty Two & Co. | 1.29% | No change | 3,991 | $1.2M |
| Greenwich Wealth Management LLC | 0.06% | No change | 3,985 | $1.2M |
| Colonial Trust Advisors | 0.10% | Reduce -3.3% | 3,983 | $1.2M |
| Financial Advisors Network, Inc. | 0.18% | No change | 3,973 | $1.2M |
| Dimension Capital Management LLC | 0.19% | No change | 3,966 | $1.2M |
| Texas Capital Bank Wealth Management Services Inc | 0.11% | Reduce -14.8% | 3,963 | $1.2M |
| Edgestream Partners, L.P. | 0.03% | Reduce -1.5% | 3,963 | $1.2M |
| Venturi Wealth Management, LLC | 0.06% | Add +0.1% | 3,957 | $1.2M |
| ARS Wealth Advisors Group, LLC | 0.14% | Reduce -1.0% | 3,956 | $1.2M |
| Key Client Fiduciary Advisors, LLC | 0.49% | Add +2.1% | 3,953 | $1.2M |
| Ridgeline Wealth Planning, LLC | 0.99% | Add +1.1% | 3,945 | $1.2M |
| Earnest Partners LLC | 0.01% | Reduce -38.0% | 3,943 | $1.2M |
| Aaron Wealth Advisors LLC | 0.12% | No change | 3,934 | $1.2M |
| Disciplined Investors, L.L.C. | 0.93% | Add +0.1% | 3,931 | $1.2M |
| Helium Advisors LLC | 0.75% | Add +90.5% | 3,928 | $1.2M |
| Ridgecrest Wealth Partners, LLC | 0.63% | Reduce -0.7% | 3,927 | $1.2M |
| Gradient Capital Advisors, LLC | 0.35% | Reduce -0.8% | 3,926 | $1.2M |
| Wolfstich Capital, LLC | 2.62% | Add +20.2% | 3,922 | $1.2M |
| Performance Wealth Partners, LLC | 0.04% | Reduce -6.0% | 3,915 | $1.2M |
| Parsons Capital Management Inc. | 0.07% | Add +0.3% | 3,911 | $1.2M |
| Key Financial Inc | 0.24% | Add +0.1% | 3,903 | $1.2M |
| Aspen Wealth Management LLC | 0.29% | Add +15.8% | 3,895 | $1.2M |
| Evergreen Advisors, LLC | 0.31% | No change | 3,888 | $1.2M |
| Element Wealth, LLC | 0.54% | Reduce -2.1% | 3,887 | $1.2M |
| Sequent Asset Management, LLC | 0.94% | No change | 3,881 | $1.2M |
| Sweeney & Michel, LLC | 0.42% | Reduce -9.7% | 3,829 | $1.2M |
| Aspire Private Capital, LLC | 0.27% | Reduce -1.8% | 3,854 | $1.2M |
| Citrine Capital LLC | 0.62% | Reduce -0.9% | 3,853 | $1.2M |
| Evelyn Partners Asset Management Ltd | 0.30% | Reduce -17.9% | 3,849 | $1.2M |
| Kaye Capital Management | 0.45% | No change | 3,847 | $1.2M |
| Aire Advisors, LLC | 0.23% | Add +10.3% | 3,846 | $1.2M |
| Seven Springs Wealth Group, LLC | 0.29% | No change | 3,845 | $1.2M |
| Syon Capital LLC | 0.08% | New | 3,834 | $1.2M |
| Shepherd Financial Partners LLC | 0.12% | No change | 3,826 | $1.2M |
| Defined Wealth Management, LLC | 0.72% | Reduce -9.1% | 3,818 | $1.2M |
| Silver Oak Wealth Advisors Services, LLC | 0.84% | Reduce -5.5% | 3,818 | $1.2M |
| F&V Capital Management, LLC | 0.30% | Add +0.5% | 3,815 | $1.2M |
| Chesapeake Wealth Management | 0.39% | No change | 3,803 | $1.2M |
| Maia Wealth LLC | 0.22% | Add +27.9% | 3,802 | $1.2M |
| GW Henssler & Associates Ltd. | 0.06% | Reduce -4.2% | 3,791 | $1.2M |
| Farrell Financial LLC | 0.77% | No change | 3,783 | $1.1M |
| Brickley Wealth Management | 0.22% | Add +3.5% | 3,780 | $1.1M |
| Vident Advisory, LLC | 0.01% | Add +0.4% | 3,779 | $1.1M |
| Vermillion Wealth Management, Inc. | 0.55% | Add +1.6% | 3,763 | $1.1M |
| Gutierrez Wealth Advisory, LLC | 0.77% | Reduce -0.1% | 3,763 | $1.1M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -86.3% | 3,763 | $1.1M |
| Sage Investment Counsel LLC | 1.33% | Add +8.8% | 3,761 | $1.1M |
| Cape Investment Advisory, Inc. | 0.42% | Add +26.8% | 3,752 | $1.1M |
| Advantage Trust Co | 0.56% | Add +19.1% | 3,749 | $1.1M |
| Pittenger & Anderson Inc. | 0.04% | No change | 3,746 | $1.1M |
| Nilsine Partners, LLC | 0.11% | Add +98.8% | 3,740 | $1.1M |
| Birchcreek Wealth Management, LLC | 0.64% | No change | 3,705 | $1.1M |
| Cypress Wealth Services, LLC | 0.20% | Add +93.1% | 3,704 | $1.1M |
| Accelerate Investment Advisors LLC | 0.84% | Reduce -0.1% | 3,703 | $1.1M |
| Capital Management Associates, Inc | 0.36% | Reduce -48.7% | 3,699 | $1.1M |
| Creative Financial Designs Inc. | 0.08% | Add +3.6% | 3,683 | $1.1M |
| Breakwater Capital Group | 0.18% | Reduce -1.0% | 3,681 | $1.1M |
| Wealthedge Investment Advisors, LLC | 0.47% | Add +17.4% | 3,680 | $1.1M |
| MPWM Advisory Solutions, LLC | 0.71% | Add +157.9% | 3,675 | $1.1M |
| CORDA Investment Management, LLC. | 0.08% | Reduce -8.7% | 3,665 | $1.1M |
| Sage Capital Advisors,llc | 0.27% | Reduce -2.3% | 3,642 | $1.1M |
| Eagle Strategies LLC | 0.17% | Add +4.5% | 3,641 | $1.1M |
| Peak Asset Management, LLC | 0.20% | Add +9.6% | 3,620 | $1.1M |
| Full Sail Capital, LLC | 0.06% | Add +68.4% | 3,612 | $1.1M |
| Capital Asset Advisory Services LLC | 0.05% | Add +0.5% | 3,605 | $1.1M |
| Fortune 45 LLC | 0.63% | Reduce -0.1% | 3,602 | $1.1M |
| Capstone Wealth Management, LLC | 0.96% | Add +83.0% | 3,592 | $1.1M |
| Port Capital LLC | 0.05% | Add +3.0% | 3,590 | $1.1M |
| Darden Wealth Group Inc | 0.66% | Reduce -1.7% | 3,583 | $1.1M |
| Davidson Kahn Capital Management, LLC | 0.70% | Add +32.0% | 3,570 | $1.1M |
| Thrive Capital Management, LLC | 0.34% | New | 3,569 | $1.1M |
| My Legacy Advisors, LLC | 0.38% | Reduce -0.2% | 3,501 | $1.1M |
| Legacy Investment Solutions, LLC | 0.57% | — | 3,548 | $1.1M |
| Legacy Wealth Managment, LLC | 0.57% | Reduce -49.4% | 3,548 | $1.1M |
| Twin Peaks Wealth Advisors, LLC | 0.35% | Add +105.6% | 3,409 | $1.1M |
| Reyes Financial Architecture, Inc. | 0.93% | No change | 3,542 | $1.1M |
| Addison Advisors LLC | 0.27% | Add +54.5% | 3,539 | $1.1M |
| Summit Wealth Partners, LLC | 0.21% | Add +0.9% | 3,538 | $1.1M |
| Lutz Financial Services LLC | 0.08% | No change | 3,535 | $1.1M |
| Lake Street Private Wealth, LLC | 0.15% | Reduce -18.8% | 3,531 | $1.1M |
| Intergy Private Wealth, LLC | 0.36% | Reduce -21.1% | 3,518 | $1.1M |
| Graney & King, LLC | 0.71% | Reduce -1.9% | 3,500 | $1.1M |
| LVW Advisors, LLC | 0.12% | Reduce -45.5% | 3,490 | $1.1M |
| Stockman Wealth Management, Inc. | 0.14% | Reduce -43.9% | 3,475 | $1.1M |
| RKL Wealth Management LLC | 0.09% | Add +223.3% | 3,459 | $1.1M |
| Flower City Capital | 0.62% | No change | 3,442 | $1.0M |
| Radnor Capital Management, LLC | 0.17% | Add +0.4% | 3,452 | $1.0M |
| Heritage Wealth Management, Inc. | 0.34% | Add +2.8% | 3,446 | $1.0M |
| Poinciana Advisors Group, LLC | 0.94% | Reduce -9.2% | 3,441 | $1.0M |
| Old Mission Capital LLC | 0.03% | New | 3,439 | $1.0M |
| Rexford Capital Inc. | 0.87% | — | 3,437 | $1.0M |
| Claris Advisors, LLC / Mo / | 0.36% | No change | 3,424 | $1.0M |
| Stage Harbor Financial, LLC | 0.84% | Reduce -0.4% | 3,416 | $1.0M |
| Westbourne Investments, Inc. | 0.55% | Reduce -2.0% | 3,412 | $1.0M |
| Pennsylvania Capital Management Inc. | 0.33% | Add +23.8% | 3,406 | $1.0M |
| Marathon Strategic Advisors, LLC | 0.96% | New | 3,404 | $1.0M |
| Florida Financial Advisors, LLC | 0.25% | Reduce -0.5% | 3,393 | $1.0M |
| Miramar Capital, LLC | 0.24% | New | 3,378 | $1.0M |
| Midwest Financial Group LLC | 0.54% | No change | 3,372 | $1.0M |
| Whalerock Point Partners, LLC | 0.23% | No change | 3,368 | $1.0M |
| Tidemark, LLC | 0.33% | Reduce -4.7% | 3,366 | $1.0M |
| Cora Capital Advisors LLC | 0.46% | Add +0.5% | 3,363 | $1.0M |
| Spreng Capital Management, Inc. | 0.43% | Reduce -4.0% | 3,363 | $1.0M |
| IMPACTfolio, LLC | 0.48% | Add +4.9% | 3,361 | $1.0M |
| KDT Advisors, LLC | 1.65% | New | 3,360 | $1.0M |
| Balefire, LLC | 0.22% | New | 3,358 | $1.0M |
| DGS Capital Management, LLC | 0.21% | Add +74.7% | 3,352 | $1.0M |
| Fidelity D & D Bancorp Inc. | 0.62% | Reduce -0.2% | 3,352 | $1.0M |
| Magnolia Private Wealth, LLC | 0.79% | No change | 3,341 | $1.0M |
| LGT Financial Advisors LLC | 2.58% | Add +28.9% | 3,341 | $1.0M |
| Bollard Group LLC | 0.02% | Reduce -8.2% | 3,334 | $1.0M |
| Prosperity Planning, Inc. | 0.41% | Reduce -6.4% | 3,328 | $1.0M |
| Capital Wealth Alliance, LLC | 0.54% | New | 3,324 | $1.0M |
| Southeast Asset Advisors, LLC | 0.12% | Add +26.3% | 3,324 | $1.0M |
| Edge Financial Advisors LLC | 0.53% | Add +12.2% | 3,319 | $1.0M |
| Boltwood Capital Management | 0.29% | Add +1.6% | 3,309 | $1.0M |
| First Pacific Financial | 0.15% | Reduce -2.3% | 3,309 | $1.0M |
| Vision Capital Management, Inc. | 0.13% | Add +21.4% | 3,308 | $1.0M |
| B & T Capital Management DBA Alpha Capital Management | 0.17% | Add +4.4% | 3,300 | $1.0M |
| V2 Financial group LLC | 0.60% | No change | 3,300 | $1.0M |
| Financial Synergies Wealth Advisors, Inc. | 0.11% | Reduce -4.3% | 3,285 | $999K |
| Prudent Man Investment Management, Inc. | 0.55% | No change | 3,443 | $998K |
| Harbor Advisory Corp. | 0.32% | Reduce -1.8% | 3,277 | $996K |
| Mason Investment Advisory Services, Inc. | 0.05% | No change | 3,275 | $995K |
| Hilltop National Bank | 0.26% | — | 3,261 | $991K |
| FreeGulliver LLC | 0.46% | Add +0.2% | 3,254 | $989K |
| Winebrenner Capital Management LLC | 0.80% | Add +7.9% | 3,253 | $989K |
| Elm3 Financial Group, LLC | 0.82% | Reduce -8.5% | 3,233 | $983K |
| Loudon Investment Management, LLC | 0.54% | Reduce -9.5% | 3,224 | $980K |
| Lowe Brockenbrough & Co. Inc. | 0.06% | Add +2.4% | 3,221 | $979K |
| Sawyer & Company, Inc | 0.33% | Add +3.4% | 2,645 | $979K |
| Rowlandmiller & Partners.adv | 0.20% | Reduce -2.0% | 3,219 | $979K |
| Advisor Resource Council | 0.48% | Reduce -90.6% | 3,210 | $976K |
| BridgePort Financial Solutions, LLC | 0.32% | Add +120.2% | 3,201 | $973K |
| RCS Financial Planning, LLC | 0.48% | Reduce -26.4% | 3,178 | $969K |
| Union Savings Bank | 0.44% | No change | 3,115 | $968K |
| West Michigan Advisors, LLC | 0.27% | Add +5.7% | 3,159 | $963K |
| Sheets Smith Wealth Management | 0.11% | Reduce -3.6% | 3,159 | $960K |
| Bourgeon Capital Management LLC | 0.19% | No change | 3,153 | $958K |
| Harbor Group, Inc. | 0.17% | Add +7.2% | 3,153 | $958K |
| Forefront Wealth Partners, LLC | 0.66% | Reduce -17.0% | 3,305 | $958K |
| Halter Ferguson Financial Inc. | 0.35% | Add +25.6% | 3,150 | $957K |
| BankPlus Wealth Management LLC | 0.63% | Reduce -1.3% | 3,140 | $954K |
| Matrix Asset Advisors Inc. | 0.10% | Add +1.6% | 3,134 | $953K |
| Burney Co./ | 0.03% | Reduce -16.8% | 3,129 | $951K |
| Bennett Selby Investments LP | 0.34% | No change | 3,127 | $950K |
| Warner Financial, Inc. | 0.39% | No change | 3,124 | $950K |
| Asset Advisors Investment Management, LLC | 0.09% | No change | 3,125 | $950K |
| Peachtree Investment Partners, LLC | 0.36% | No change | 3,108 | $945K |
| Opulen Financial Group LLC | 0.77% | Reduce -3.0% | 3,108 | $945K |
| Pacific Asset Management, LLC | 0.76% | Add +1.0% | 3,103 | $943K |
| Aldebaran Financial Inc. | 1.04% | Add +1.0% | 3,103 | $943K |
| Northern Capital Management, Inc. | 0.55% | Reduce -8.1% | 3,093 | $940K |
| Murphy & Mullick Capital Management Corp | 0.76% | Add +1.6% | 3,020 | $939K |
| Ryan Investment Management, Inc. | 0.60% | — | 3,085 | $938K |
| Destination Wealth Management | 0.03% | Reduce -17.1% | 3,084 | $937K |
| Kingsman Wealth Management, Inc. | 0.58% | No change | 3,082 | $937K |
| Armbruster Capital Management, Inc. | 0.17% | Reduce -4.9% | 3,067 | $932K |
| Brooklyn Investment Group | 0.12% | Add +307.9% | 3,067 | $932K |
| Jackson Wealth Management, LLC | 0.10% | Reduce -0.0% | 3,064 | $931K |
| Front Street Capital Management, Inc. | 0.18% | Reduce -75.5% | 3,058 | $929K |
| Fortitude Family Office, LLC | 0.31% | No change | 3,053 | $928K |
| GHP Investment Advisors, Inc. | 0.04% | Add +9.7% | 3,052 | $928K |
| Kaizen Financial Strategies | 0.47% | No change | 3,049 | $927K |
| Walled Lake Planning & Wealth Management, LLC | 0.30% | Add +5.4% | 3,046 | $926K |
| Hoxton Planning & Management, LLC | 0.32% | Reduce -1.3% | 3,040 | $924K |
| Resurgent Financial Advisors LLC | 0.51% | Reduce -0.7% | 3,037 | $923K |
| Bank of New Hampshire | 0.23% | Reduce -0.6% | 3,031 | $921K |
| Armor Investment Advisors, LLC | 0.35% | No change | 3,030 | $921K |
| Fidelis Capital Partners, LLC | 0.08% | Reduce -0.0% | 2,954 | $919K |
| Per Stirling Capital Management, LLC. | 0.12% | Reduce -4.2% | 3,015 | $916K |
| Vested Financial Planning, LLC | 0.81% | No change | 3,012 | $916K |
| LifeWealth Investments, LLC | 0.33% | Add +33.0% | 3,002 | $912K |
| Atlantic Edge Private Wealth Management, LLC | 0.25% | Add +2.5% | 3,001 | $912K |
| River Wealth Advisors LLC | 0.11% | Add +4.3% | 2,999 | $912K |
| Fairfield, Bush & Co. | 0.51% | Add +16.6% | 2,993 | $910K |
| tru Independence LLC | 0.26% | Add +120.5% | 2,984 | $907K |
| Capital Planning Advisors, LLC | 0.13% | No change | 2,982 | $906K |
| EPG Wealth Management LLC | 0.27% | Reduce -9.2% | 2,981 | $906K |
| Cathy Pareto & Associates, Inc. | 0.75% | Reduce -0.4% | 2,980 | $906K |
| Laurel Wealth Advisors LLC | 0.14% | Add +121.0% | 2,977 | $905K |
| Cedar Point Capital Partners, LLC | 0.64% | Reduce -0.6% | 2,972 | $903K |
| ESL Trust Services, LLC | 0.18% | Reduce -1.7% | 2,960 | $900K |
| Sovereign Financial Group, Inc. | 0.19% | Add +21.6% | 2,959 | $899K |
| Reynders McVeigh Capital Management, LLC | 0.04% | Reduce -1.3% | 2,958 | $899K |
| Tandem Capital Management Corp. | 0.45% | Reduce -0.3% | 2,949 | $896K |
| Banco Santander, S.A. | 0.01% | No change | 2,949 | $896K |
| Channel Wealth LLC | 0.25% | Add +0.1% | 2,946 | $895K |
| Hudson Capital Management LLC | 0.26% | Add +0.1% | 2,940 | $894K |
| Smith Chas P & Associates Pa Cpas | 0.05% | Reduce -4.9% | 2,931 | $891K |
| Clarity Financial LLC | 0.10% | Add +9.8% | 2,926 | $889K |
| Envision Financial Planning, LLC | 0.42% | No change | 2,925 | $889K |
| Creegan & Nassoura Financial Group, LLC | 0.58% | Reduce -7.0% | 2,920 | $887K |
| SlateStone Wealth, LLC | 0.08% | No change | 2,920 | $887K |
| Texas Bank & Trust Co | 0.35% | No change | 2,914 | $886K |
| San Luis Wealth Advisors LLC | 0.19% | Add +1.0% | 2,907 | $884K |
| Archer Investment Management, LLC | 0.64% | Reduce -12.8% | 2,906 | $883K |
| Physician Wealth Solutions Inc. | 0.41% | Add +4.4% | 2,896 | $880K |
| LBMC Investment Advisors, LLC | 0.06% | No change | 2,894 | $879K |
| Buttonwood Financial Advisors Inc. | 0.35% | Reduce -4.8% | 2,891 | $879K |
| Integrated Investment Consultants, LLC | 0.17% | Reduce -98.3% | 2,885 | $877K |
| Virtue Capital Management, LLC | 0.16% | Reduce -30.6% | 2,882 | $876K |
| S&co Inc. | 0.06% | No change | 2,882 | $875K |
| Checchi Capital Advisers, LLC | 0.06% | Reduce -3.0% | 2,878 | $875K |
| Rossby Financial, LCC | 0.33% | Reduce -0.9% | 2,878 | $875K |
| Ibex Wealth Advisors | 0.09% | New | 2,868 | $872K |
| Foster & Motley Inc. | 0.05% | Reduce -1.9% | 2,864 | $871K |
| Pioneer Wealth Management Group | 0.32% | Add +3.1% | 2,865 | $871K |
| Noesis Capital Mangement Corp. | 0.15% | Reduce -3.6% | 2,860 | $869K |
| Shorepath Capital Management LLC | 0.72% | No change | 2,855 | $868K |
| Tilia Fiduciary Partners, Inc. | 0.53% | Add +3.4% | 2,853 | $867K |
| American National Bank & Trust | 0.09% | Add +1.9% | 2,852 | $867K |
| World Equity Group, Inc. | 0.24% | Reduce -15.1% | 2,839 | $863K |
| Lee Danner & Bass Inc. | 0.07% | No change | 2,827 | $859K |
| Riverstone Advisors, LLC | 0.46% | Add +1.7% | 2,825 | $859K |
| Novus Advisors, LLC | 1.30% | Reduce -75.0% | 2,814 | $855K |
| Pointe Capital Management LLC | 0.44% | Reduce -5.5% | 2,812 | $855K |
| Carson Advisory Inc. | 0.54% | Reduce -8.4% | 2,810 | $854K |
| Kelleher Financial Advisors | 0.30% | Reduce -28.4% | 2,809 | $854K |
| O'Connor Financial Group LLC | 0.38% | Add +15.1% | 2,769 | $853K |
| TFC Financial Management, Inc. | 0.12% | Add +10.1% | 2,806 | $853K |
| Bay Capital Advisors, LLC | 0.65% | Reduce -0.0% | 2,806 | $853K |
| Ruggaard & Associates LLC | 0.34% | Add +8.8% | 2,805 | $853K |
| New England Professional Planning Group Inc. | 0.39% | No change | 2,804 | $852K |
| Evolution Wealth Advisors, LLC | 0.12% | Add +6.6% | 2,796 | $850K |
| Keystone Financial Services | 0.29% | Reduce -1.1% | 2,795 | $850K |
| ExodusPoint Capital Management, LP | 0.01% | New | 2,794 | $849K |
| All Terrain Financial Advisors, LLC | 0.31% | No change | 2,792 | $849K |
| Cornerstone Wealth Advisors, Inc. | 0.22% | Reduce -19.8% | 2,789 | $848K |
| Sterling Investment Advisors, Ltd. | 0.19% | Add +3.0% | 2,789 | $848K |
| Ifrah Financial Services, Inc. | 0.23% | Add +0.5% | 2,787 | $847K |
| Welch & Forbes LLC | 0.01% | Add +37.4% | 2,786 | $847K |
| Legacy Trust | 0.21% | Reduce -0.2% | 2,781 | $845K |
| WP Advisors, LLC | 0.23% | No change | 2,770 | $842K |
| Emerald Advisors, LLC | 0.11% | No change | 2,770 | $842K |
| Liberty Square Wealth Partners LLC | 0.29% | Reduce -0.5% | 2,762 | $839K |
| Smithbridge Asset Management Inc. | 0.15% | Reduce -0.3% | 2,761 | $839K |
| Power Wealth Management LLC | 0.32% | No change | 2,760 | $839K |
| CM Wealth Advisors LLC | 0.25% | Add +4.3% | 2,750 | $838K |
| WealthShield Partners, LLC | 0.10% | Reduce -18.3% | 2,753 | $837K |
| Mountain Pacific Investment Advisers LLC | 0.06% | No change | 2,751 | $836K |
| Shared Vision Wealth Group LLC | 0.42% | No change | 2,683 | $834K |
| Aprio Wealth Management, LLC | 0.09% | Add +2.6% | 2,743 | $834K |
| Sellwood Investment Partners LLC | 0.40% | Reduce -2.1% | 2,737 | $832K |
| PAX Financial Group, LLC | 0.16% | Add +3.5% | 2,734 | $831K |
| Capital Advantage, Inc. | 0.13% | Add +9.4% | 2,731 | $830K |
| M1 Capital Management LLC | 0.42% | Add +17.6% | 2,726 | $829K |
| North Berkeley Wealth Management, LLC | 0.76% | Add +0.8% | 2,723 | $828K |
| Headlands Technologies LLC | 0.10% | Reduce -82.6% | 2,723 | $828K |
| Westover Capital Advisors, LLC | 0.17% | Reduce -0.1% | 2,717 | $826K |
| Constant Guidance Financial LLC | 0.83% | Reduce -3.2% | 2,716 | $825K |
| Fortitude Advisory Group L.L.C. | 0.47% | Add +57.0% | 2,715 | $825K |
| Bank of Marin | 0.62% | New | 2,708 | $823K |
| Donor Advised Charitable Giving, Inc. | 0.02% | No change | 2,703 | $822K |
| Afg Fiduciary Services Limited Partnership | 0.53% | Reduce -0.1% | 2,698 | $820K |
| Andina Capital Management, LLC | 0.57% | Reduce -50.0% | 2,698 | $820K |
| Investment Planning Advisors, Inc. | 0.29% | Add +1.5% | 2,695 | $819K |
| Carmel Capital Partners, LLC | 0.29% | No change | 2,691 | $818K |
| Pine Valley Investments Ltd Liability Co | 0.05% | Add +23.0% | 2,679 | $815K |
| Alliance Wealth Management Group | 0.21% | Reduce -1.1% | 2,666 | $810K |
| Towercrest Capital Management | 0.14% | Reduce -1.1% | 2,666 | $810K |
| Fagan Associates, Inc. | 0.13% | Add +117.7% | 2,664 | $810K |
| Talon Private Wealth, LLC | 0.11% | Add +20.4% | 2,664 | $810K |
| Agate Pass Investment Management, LLC | 0.33% | Reduce -5.6% | 2,660 | $808K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.27% | Reduce -0.1% | 2,655 | $807K |
| Oregon Pacific Wealth Management, LLC | 0.76% | Reduce -18.5% | 2,648 | $805K |
| ZEGA Investments, LLC | 0.20% | New | 2,639 | $802K |
| Carnegie Lake Advisors LLC | 0.32% | Add +0.1% | 2,639 | $802K |
| Summit X, LLC | 0.15% | Add +64.5% | 2,638 | $802K |
| Legacy Financial Group, Inc. | 0.24% | Add +167.5% | 2,627 | $798K |
| Ascentis Independent Advisors | 0.15% | Add +12.3% | 2,620 | $796K |
| Vista Investment Partners Ii, LLC | 0.38% | Reduce -22.0% | 2,617 | $796K |
| Beckerman Institutional, LLC | 0.53% | No change | 2,611 | $794K |
| Van Hulzen Asset Management, LLC | 0.07% | Add +1.4% | 2,606 | $792K |
| Tucker Asset Management LLC | 0.25% | Reduce -0.7% | 2,603 | $791K |
| Gilliland Jeter Wealth Management LLC | 0.26% | Reduce -1.1% | 2,603 | $791K |
| USA Financial Formulas | 0.14% | Reduce -15.8% | 2,602 | $791K |
| Van Den Berg Management I, Inc. | 0.22% | Reduce -1.4% | 2,590 | $787K |
| Wealth Advisors Northwest LLC | 0.41% | No change | 2,585 | $786K |
| Salomon & Ludwin, LLC | 0.08% | Add +5.1% | 2,568 | $785K |
| Martel Wealth Advisors LLC | 0.15% | Add +22.3% | 2,581 | $784K |
| Family Investment Center, Inc. | 0.18% | Add +0.3% | 2,574 | $782K |
| Aspen Investment Management Inc | 0.33% | Reduce -3.8% | 2,567 | $780K |
| Lauer Wealth, LLC | 0.65% | No change | 2,496 | $780K |
| Atwood & Palmer Inc. | 0.05% | Add +91.7% | 2,555 | $777K |
| GW&K Investment Management, LLC | 0.01% | Add +29.4% | 2,554 | $776K |
| Abacus Wealth Partners, LLC | 0.12% | Add +0.1% | 2,552 | $776K |
| Ascentis Wealth Management, LLC | 0.21% | Add +71.2% | 2,552 | $776K |
| Ruane, Cunniff & Goldfarb L.P. | 0.01% | Add +47.9% | 2,551 | $775K |
| Milestones Private Investment Advisors LLC | 0.57% | — | 2,544 | $773K |
| Marietta Wealth Management, LLC | 0.10% | No change | 2,544 | $773K |
| Chico Wealth RIA | 0.61% | Reduce -0.7% | 2,542 | $773K |
| MidAtlantic Capital Management, Inc. | 0.55% | Add +192.4% | 2,535 | $770K |
| eCIO, Inc. | 0.32% | Reduce -2.1% | 2,529 | $769K |
| Delta Asset Management LLC | 0.07% | Add +0.1% | 2,529 | $769K |
| Sandbox Financial Partners, LLC | 0.24% | Reduce -1.4% | 2,529 | $769K |
| Spirepoint Private Client, LLC | 0.09% | Reduce -0.4% | 2,525 | $767K |
| Stenger Family Office, LLC | 0.20% | — | 2,454 | $766K |
| Wealth Forward, LLC | 0.51% | Add +11.9% | 2,521 | $766K |
| Southland Equity Partners LLC | 0.17% | Reduce -4.2% | 2,520 | $766K |
| Greenwood Capital Associates LLC | 0.10% | No change | 2,520 | $766K |
| RiverGlades Family Offices LLC | 0.50% | No change | 2,505 | $761K |
| Intrinsic Value Partners, LLC | 0.68% | Reduce -5.4% | 2,501 | $760K |
| Fishman Jay A Ltd. | 0.07% | No change | 2,500 | $760K |
| Stegner Investment Associates Inc. | 0.47% | Reduce -6.3% | 2,499 | $760K |
| Worth Asset Management, LLC | 0.37% | Reduce -50.5% | 2,496 | $759K |
| Sierra Summit Advisors LLC | 0.13% | Reduce -1.0% | 2,486 | $756K |
| BlueStem Wealth Partners, LLC | 0.09% | No change | 2,484 | $755K |
| Northwest Bancshares, Inc. | 0.13% | No change | 2,483 | $755K |
| Able Wealth Management LLC | 0.38% | Reduce -15.3% | 2,483 | $755K |
| Prosperity Wealth Management, Inc. | 0.28% | Add +7.7% | 2,473 | $752K |
| Bienville Capital Management, LLC | 0.15% | No change | 2,463 | $751K |
| Triune Financial Partners, LLC | 0.21% | Reduce -0.5% | 2,462 | $748K |
| HighMark Wealth Management LLC | 0.37% | No change | 2,458 | $747K |
| Prairie Wealth Advisors, Inc. | 0.32% | No change | 2,448 | $746K |
| Davis Wealth Advisors, LLC | 0.79% | Add +0.8% | 2,455 | $746K |
| Petra Financial Advisors Inc. | 0.47% | Add +2.1% | 2,449 | $744K |
| Clearwater Capital Advisors, LLC | 0.07% | Add +1.1% | 2,448 | $744K |
| Riversedge Advisors, LLC | 0.15% | Reduce -3.1% | 2,444 | $743K |
| Elmwood Wealth Management, Inc. | 0.29% | Reduce -7.5% | 2,439 | $741K |
| Alexander Labrunerie & Co., Inc. | 0.31% | Reduce -0.3% | 2,439 | $741K |
| Welch Group, LLC | 0.03% | Add +32.0% | 2,435 | $740K |
| Conrad Siegel Investment Advisors, Inc. | 0.17% | Add +3.0% | 2,435 | $740K |
| Windsor Advisory Group, LLC | 1.05% | Add +0.3% | 2,432 | $739K |
| Retirement Wealth Solutions LLC | 0.54% | Add +1.8% | 2,422 | $736K |
| Strata Wealth Advisors, LLC | 0.20% | Reduce -36.9% | 2,422 | $736K |
| Deutsche Bank AG | 0.00% | No change | 2,415 | $734K |
| Outbound Financial Inc | 0.67% | — | 2,412 | $733K |
| Maridea Wealth Management LLC | 0.19% | Reduce -87.0% | 2,404 | $731K |
| Mechanics Bank Trust Department | 0.10% | No change | 2,400 | $729K |
| Nixon Peabody Trust Co. | 0.06% | Add +9.2% | 2,399 | $729K |
| Thomasville National Bank | 0.05% | Reduce -11.5% | 2,395 | $728K |
| Cypress Financial Planning LLC | 0.24% | Reduce -0.2% | 2,385 | $725K |
| Financial Perspectives, Inc | 0.22% | Add +1.2% | 2,365 | $719K |
| Dopkins Wealth Management, LLC | 0.32% | Reduce -4.4% | 2,364 | $718K |
| Transcendent Capital Group LLC | 0.37% | Add +0.8% | 2,361 | $718K |
| Marco Investment Management LLC | 0.06% | Add +3.9% | 2,351 | $715K |
| Elgethun Capital Management | 0.14% | Reduce -3.3% | 2,350 | $714K |
| Bellevue Asset Management, LLC | 0.35% | Add +3.5% | 2,349 | $714K |
| Brown Financial Advisory | 0.39% | No change | 2,339 | $711K |
| Meridian Investment Counsel Inc. | 0.19% | No change | 2,337 | $710K |
| Detalus Advisors, LLC | 0.21% | Reduce -0.4% | 2,335 | $710K |
| Richard P Slaughter Associates Inc | 0.14% | Reduce -15.8% | 2,332 | $709K |
| Manchester Financial Inc. | 0.15% | Reduce -0.2% | 2,324 | $706K |
| May Hill Capital, LLC | 0.23% | Add +4.3% | 2,323 | $706K |
| Moser Wealth Advisors, LLC | 0.34% | No change | 2,322 | $706K |
| Harbour Trust & Investment Management Co | 0.08% | No change | 2,322 | $706K |
| Kanawha Capital Management LLC | 0.05% | No change | 2,321 | $705K |
| Traction Financial Partners, LLC | 0.48% | Add +17.7% | 2,320 | $705K |
| Wise Wealth Partners | 1.18% | Reduce -4.5% | 2,315 | $704K |
| Quest Investment Management LLC | 0.08% | Add +8.4% | 2,311 | $702K |
| Barlow Wealth Partners, LLC | 0.08% | No change | 2,297 | $702K |
| Richard C. Young & CO., LTD. | 0.07% | No change | 2,307 | $701K |
| PFC Capital Group, Inc. | 0.32% | Add +21.6% | 2,301 | $699K |
| Vishria Bird Financial Group, LLC | 0.23% | No change | 2,299 | $699K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +2568.6% | 2,295 | $698K |
| Palumbo Wealth Management LLC | 0.21% | Reduce -1.5% | 2,280 | $693K |
| First County Bank | 0.37% | Add +1.5% | 2,267 | $689K |
| Tobias Financial Advisors, Inc. | 0.12% | Add +34.4% | 2,267 | $689K |
| Certus Wealth Management, LLC | 0.44% | Add +0.4% | 2,266 | $689K |
| MilWealth Group LLC | 0.18% | No change | 2,265 | $689K |
| Centric Wealth Management | 0.16% | Add +195.4% | 2,195 | $687K |
| Private Wealth Asset Management, LLC | 0.09% | Reduce -1.1% | 2,261 | $687K |
| SJS Investment Consulting Inc. | 0.11% | Add +1.0% | 2,259 | $687K |
| Curio Wealth, LLC | 0.30% | Add +17253.8% | 2,256 | $686K |
| CPC Advisors, LLC | 0.09% | Reduce -3.9% | 2,253 | $685K |
| Bridge Creek Capital Management LLC | 0.20% | Reduce -2.4% | 2,240 | $681K |
| Napa Wealth Management | 0.33% | Reduce -2.5% | 2,240 | $681K |
| Waterway Wealth Management, LLC | 0.21% | Reduce -71.2% | 2,238 | $680K |
| Coppell Advisory Solutions LLC | 0.08% | Add +15.4% | 2,242 | $680K |
| Pinnacle Wealth Management Group, Inc. | 0.39% | Add +0.2% | 2,228 | $677K |
| Chancellor Financial Group WB LP | 0.53% | Add +50.0% | 2,225 | $676K |
| Hutchens & Kramer Investment Management Group, LLC | 0.31% | Add +144.7% | 2,224 | $676K |
| Ariadne Wealth Management, LP | 0.32% | No change | 2,123 | $674K |
| Inspirion Wealth Advisors, LLC | 0.09% | No change | 2,218 | $674K |
| BlueChip Wealth Advisors LLC | 0.28% | Reduce -0.4% | 2,218 | $674K |
| Curbstone Financial Management Corp | 0.14% | No change | 2,214 | $673K |
| Verity Asset Management, Inc. | 0.32% | Reduce -62.7% | 2,211 | $672K |
| Burton Enright Welch | 0.12% | Add +36.5% | 2,205 | $670K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.15% | Reduce -2.9% | 2,203 | $670K |
| Apeiron RIA LLC | 0.17% | Reduce -4.4% | 2,203 | $670K |
| Veracity Capital LLC | 0.23% | Reduce -1.7% | 2,199 | $668K |
| Pinnacle Wealth Planning Services, Inc. | 0.09% | Reduce -1.8% | 2,199 | $668K |
| WealthCare Investment Partners, LLC | 0.24% | Add +3.2% | 2,162 | $666K |
| Archford Capital Strategies, LLC | 0.09% | Add +12.5% | 2,191 | $666K |
| Quent Capital, LLC | 0.06% | Add +30.7% | 2,189 | $665K |
| Safeguard Investment Advisory Group, LLC | 0.17% | Add +18.1% | 2,187 | $665K |
| Sonoma Private Wealth LLC | 0.81% | No change | 2,187 | $665K |
| Baker Tilly Wealth Management, LLC | 0.24% | Add +14.8% | 2,186 | $664K |
| JB Capital LLC | 0.03% | Reduce -19.1% | 2,186 | $664K |
| Planning Alternatives Ltd. | 0.09% | Add +96.0% | 2,185 | $664K |
| Sharp Wealth Advisory, LLC | 0.43% | Reduce -39.3% | 2,182 | $663K |
| Garden State Investment Advisory Services LLC | 0.18% | Reduce -2.4% | 2,173 | $663K |
| Oak Wealth Advisors LLC | 0.42% | Add +28.0% | 2,178 | $662K |
| Whitaker-Myers Wealth Managers, LTD. | 0.17% | Reduce -11.2% | 2,174 | $661K |
| Better Money Decisions, LLC | 0.40% | Reduce -1.5% | 2,167 | $659K |
| Ewa, LLC | 0.21% | Reduce -1.6% | 2,165 | $658K |
| McCarter Private Wealth Services LLC | 0.38% | No change | 2,159 | $656K |
| Meridian Financial Partners LLC | 0.31% | Reduce -13.0% | 2,160 | $656K |
| Richardson Financial Services Inc. | 0.44% | Add +12.5% | 2,158 | $656K |
| Baldwin Wealth Partners LLC | 0.04% | No change | 2,150 | $653K |
| Hager Investment Management Services, LLC | 0.39% | Reduce -3.8% | 2,148 | $653K |
| Vantage Investment Partners, LLC | 0.05% | No change | 2,144 | $652K |
| Patten & Patten Inc. | 0.04% | Reduce -12.8% | 2,131 | $648K |
| Camarda Financial Advisors, LLC | 0.25% | Add +13.5% | 2,127 | $646K |
| Family Office Research LLC | 0.30% | Add +15.7% | 2,119 | $644K |
| Adamsbrown Wealth Consultants LLC | 0.19% | Reduce -7.2% | 2,119 | $644K |
| BCGM Wealth Management, LLC | 0.18% | Add +13.9% | 2,117 | $643K |
| Legacy Financial Group LLC | 0.09% | Reduce -19.8% | 2,107 | $640K |
| Ofc Financial Planning, LLC | 0.68% | No change | 2,105 | $640K |
| Flavin Financial Services, Inc. | 0.62% | Reduce -22.6% | 2,102 | $639K |
| MKT Advisors LLC | 0.25% | Add +66.5% | 2,096 | $637K |
| Cordatus Wealth Management LLC | 0.16% | No change | 2,091 | $636K |
| Legacy Capital Group California, Inc. | 0.18% | Add +0.2% | 2,090 | $635K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.11% | No change | 2,088 | $635K |
| Integrity Financial Corp | 0.32% | Add +74.8% | 2,077 | $633K |
| Alaska Wealth Advisors, LLC | 0.09% | No change | 2,081 | $633K |
| Alpha Financial Partners LLC | 0.46% | Reduce -42.5% | 2,079 | $632K |
| Mma Asset Management LLC | 0.24% | Add +0.1% | 2,079 | $632K |
| Potentia Wealth | 0.36% | New | 2,070 | $629K |
| Clayton Financial Group LLC | 0.75% | Reduce -43.7% | 2,070 | $629K |
| Nestegg Advisors, Inc. | 0.61% | New | 2,068 | $629K |
| Insight Advisors, LLC/ PA | 0.10% | Add +1.4% | 2,068 | $629K |
| Flagstone Financial Management | 0.18% | Reduce -25.6% | 2,065 | $628K |
| Crabel Capital Management, LLC | 0.38% | Add +1.4% | 2,064 | $627K |
| Mason & Associates, LLC | 0.16% | Reduce -1.9% | 2,064 | $627K |
| Anson Capital, Inc. | 0.51% | Add +0.1% | 2,064 | $627K |
| Elios Financial Group Inc. | 0.28% | Reduce -0.1% | 2,060 | $626K |
| Lakeridge Wealth Management LLC | 0.29% | Add +0.8% | 2,055 | $625K |
| Vectors Research Management, LLC | 0.21% | Reduce -0.3% | 2,052 | $624K |
| Nova R Wealth, Inc. | 0.29% | Add +1.3% | 2,049 | $623K |
| Oxler Private Wealth LLC | 0.20% | No change | 2,049 | $623K |
| Viawealth, LLC | 0.37% | Reduce -11.2% | 2,046 | $622K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.06% | No change | 2,046 | $622K |
| Financial Security Advisor, Inc. | 0.14% | Add +0.3% | 2,038 | $621K |
| Penobscot Wealth Management | 0.22% | Reduce -10.5% | 2,043 | $621K |
| Weaver Capital Management LLC | 0.15% | No change | 2,038 | $619K |
| Vestia Personal Wealth Advisors | 0.42% | Add +2.5% | 16,205 | $618K |
| Lafayette Investments, Inc. | 0.12% | Add +102.2% | 2,032 | $618K |
| SOA Wealth Advisors, LLC. | 0.11% | Add +2.0% | 2,028 | $616K |
| 4J Wealth Management LLC | 0.42% | No change | 2,026 | $616K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.08% | Add +28.4% | 2,024 | $616K |
| Ethos Financial Group, LLC | 0.05% | Add +48.2% | 2,014 | $614K |
| Cadence Wealth Management LLC | 0.41% | Reduce -0.1% | 2,019 | $614K |
| Condor Capital Management | 0.05% | Reduce -6.4% | 2,017 | $613K |
| DF Dent & Co. Inc. | 0.01% | New | 2,015 | $612K |
| Main Street Research LLC | 0.04% | Add +0.5% | 2,007 | $612K |
| Payne Capital Management, LLC | 0.24% | Add +18.9% | 2,011 | $611K |
| DiNuzzo Private Wealth, Inc. | 0.07% | Reduce -0.1% | 2,008 | $610K |
| Hilltop Partners LLC | 0.18% | New | 2,006 | $610K |
| Sara-Bay Financial | 0.22% | Reduce -28.8% | 2,006 | $610K |
| Canal Capital Management, LLC | 0.10% | New | 2,004 | $609K |
| Colton Groome Financial Advisors, LLC | 0.21% | Add +9.3% | 2,002 | $608K |
| Guardian Partners Inc. | 0.05% | No change | 1,975 | $607K |
| GPS Wealth Strategies Group, LLC | 0.07% | Reduce -12.0% | 1,995 | $606K |
| AG Asset Advisory, LLC | 0.53% | No change | 1,993 | $606K |
| True Link Financial Advisors, LLC | 0.04% | Reduce -11.2% | 1,993 | $606K |
| Financial Consulate, Inc. | 0.12% | Reduce -13.3% | 1,991 | $605K |
| First American Trust, FSB | 0.05% | Add +3.7% | 1,988 | $604K |
| Vantage Point Financial LLC | 0.26% | Reduce -3.8% | 1,984 | $603K |
| Deltec Asset Management LLC | 0.11% | No change | 1,983 | $603K |
| Apriem Advisors | 0.06% | Reduce -2.4% | 1,975 | $600K |
| Sterling Investment Management, LLC | 0.39% | No change | 1,960 | $596K |
| Meeder Advisory Services, Inc. | 0.03% | Reduce -10.8% | 1,958 | $595K |
| Red Crane Wealth Management, LLC | 0.54% | Reduce -0.4% | 1,950 | $593K |
| Whitcomb & Hess, Inc. | 0.17% | Add +2.3% | 1,949 | $592K |
| Alta Wealth Advisors LLC | 0.28% | Add +3.2% | 1,946 | $592K |
| Grange Capital, LLC | 0.62% | Reduce -8.0% | 1,941 | $590K |
| Tilson Financial Group, Inc. | 0.22% | Reduce -73.6% | 1,942 | $590K |
| Strategic Wealth Partners, Ltd. | 0.05% | — | 1,940 | $590K |
| Affinity Wealth Management LLC | 0.09% | Add +0.5% | 1,940 | $590K |
| Redhawk Wealth Advisors, Inc. | 0.07% | Reduce -82.8% | 1,932 | $587K |
| Retirement Investment Advisors, Inc. | 0.05% | No change | 1,929 | $586K |
| Rakuten Securities, Inc. | 0.23% | Reduce -53.5% | 1,927 | $586K |
| Parker Investment Management, LLC | 0.09% | No change | 1,925 | $585K |
| Websterrogers Financial Advisors, LLC | 0.19% | Reduce -0.3% | 1,924 | $585K |
| Chicago Wealth Management, Inc. | 0.28% | No change | 1,923 | $584K |
| Anchor Capital Advisors LLC | 0.02% | No change | 1,920 | $584K |
| Fortis Capital Management LLC | 0.09% | Reduce -0.5% | 1,916 | $582K |
| HRC Wealth Management, LLC | 0.31% | No change | 1,916 | $582K |
| Claris Financial LLC | 0.44% | Add +0.2% | 1,914 | $582K |
| Knightsbridge Asset Management, LLC | 0.13% | Reduce -25.1% | 1,905 | $579K |
| CPA Asset Management Group, LLC | 0.24% | No change | 1,904 | $579K |
| New Insight Wealth Advisors | 0.24% | Add +0.1% | 1,904 | $579K |
| Aufman Associates Inc | 0.36% | No change | 1,896 | $576K |
| ERn Financial, LLC | 0.12% | Reduce -7.5% | 1,894 | $576K |
| Taylor Hoffman Capital Management LLC | 0.20% | No change | 1,893 | $575K |
| Elser Financial Planning, Inc | 0.72% | Add +0.4% | 1,889 | $574K |
| Platform Technology Partners | 0.15% | Reduce -5.8% | 1,887 | $573K |
| Delta Investment Management, LLC | 0.11% | Reduce -2.0% | 1,886 | $573K |
| DDD Partners, LLC | 0.06% | Add +134.2% | 1,883 | $572K |
| Seelaus Asset Management LLC | 0.51% | Add +67.4% | 1,882 | $572K |
| Northside Capital Management, LLC | 0.04% | No change | 1,880 | $571K |
| TFG Advisers LLC | 0.20% | Reduce -0.1% | 1,876 | $570K |
| Kera Capital Partners, Inc. | 0.11% | Reduce -24.8% | 1,875 | $570K |
| Keystone Financial Group, Inc. | 0.36% | Add +1.3% | 1,840 | $569K |
| Ignite Planners, LLC | 0.10% | New | 1,840 | $569K |
| Northcape Wealth Management, LLC | 0.17% | No change | 1,870 | $568K |
| Alliance Wealth Advisors, LLC | 0.14% | No change | 1,869 | $568K |
| Childress Capital Advisors, LLC | 0.14% | Reduce -0.9% | 1,869 | $568K |
| Geneva Partners, LLC | 0.23% | Add +0.4% | 1,869 | $568K |
| Destiny Wealth Partners, LLC | 0.08% | Reduce -12.0% | 1,868 | $568K |
| Clarion Wealth Managment Partners, LLC | 0.62% | — | 1,863 | $566K |
| Attessa Capital LLC | 0.36% | No change | 1,863 | $566K |
| Amarillo National Bank | 0.10% | No change | 1,856 | $564K |
| Waddell & Associates, LLC | 0.06% | Add +4.2% | 1,850 | $562K |
| Paradigm Capital Management, LLC | 0.56% | Reduce -2.4% | 1,848 | $562K |
| Legacy CG, LLC | 0.17% | No change | 1,839 | $559K |
| Retirement Financial Solutions, LLC | 0.20% | Reduce -0.2% | 1,837 | $558K |
| Beverly Hills Private Wealth, LLC | 0.11% | No change | 1,832 | $557K |
| Aspetuck Financial Management LLC | 0.42% | No change | 1,831 | $556K |
| Figure 8 Investment Strategies LLC | 0.54% | No change | 1,823 | $554K |
| Houlihan Financial Resource Group, Ltd. | 0.23% | No change | 1,822 | $554K |
| Significant Wealth Partners LLC | 0.27% | No change | 1,818 | $553K |
| Planning Center, Inc. | 0.06% | Reduce -2.4% | 1,818 | $552K |
| Patten Group, Inc. | 0.12% | Add +22.6% | 1,815 | $552K |
| MinichMacGregor Wealth Management, LLC | 0.12% | Add +62.1% | 1,814 | $551K |
| Field & Main Bank | 0.18% | Reduce -14.7% | 1,801 | $547K |
| 17 Capital Partners, LLC | 0.32% | Add +14.5% | 1,798 | $546K |
| Financial Guidance Group, Inc. | 0.27% | Add +0.6% | 1,798 | $546K |
| Broadleaf Partners, LLC | 0.12% | Reduce -15.2% | 1,797 | $546K |
| Melone Private Wealth, LLC | 0.28% | Reduce -7.1% | 1,799 | $546K |
| Vertex Planning Partners, LLC | 0.11% | Reduce -14.0% | 1,795 | $546K |
| Bar Harbor Wealth Management | 0.03% | Reduce -19.6% | 1,795 | $546K |
| Country Trust Bank | 0.01% | Add +132.2% | 1,795 | $546K |
| Roman Butler Fullerton & Co. | 0.16% | Add +0.1% | 1,732 | $543K |
| Financial Partners Group, Inc | 0.07% | No change | 1,782 | $542K |
| Crowley Wealth Management, Inc. | 0.49% | Add +98.7% | 1,782 | $542K |
| Coign Capital Advisors LLC | 0.37% | No change | 1,776 | $540K |
| PFG Private Wealth Management, LLC | 0.28% | New | 1,776 | $540K |
| Red Mountain Financial, LLC | 0.60% | Add +0.2% | 1,771 | $538K |
| Arcataur Capital Management LLC | 0.17% | No change | 1,764 | $536K |
| Wayfinding Financial, LLC | 0.24% | Reduce -6.1% | 1,723 | $535K |
| Safe Harbor Fiduciary, LLC | 0.50% | Reduce -3.7% | 1,760 | $535K |
| JT Stratford LLC | 0.08% | New | 1,759 | $535K |
| Yardley Wealth Management LLC | 0.29% | No change | 1,754 | $533K |
| Virtus Wealth Solutions LLC | 0.11% | Add +0.3% | 1,753 | $533K |
| Great Waters Wealth Management | 0.07% | Reduce -1.1% | 1,752 | $532K |
| Independent Solutions Wealth Management, LLC | 0.10% | No change | 1,750 | $532K |
| Chemistry Wealth Management LLC | 0.11% | Add +3.2% | 1,750 | $532K |
| Johnson & White Wealth Management, LLC | 0.27% | Add +0.1% | 1,746 | $531K |
| Cannon Wealth Management Services, LLC | 0.43% | No change | 1,746 | $531K |
| Solutions 4 Wealth, Ltd | 0.88% | Add +46.1% | 1,740 | $529K |
| Williams & Novak, LLC | 0.45% | Reduce -11.3% | 1,740 | $529K |
| Norden Group LLC | 0.06% | Reduce -19.6% | 1,739 | $529K |
| Catalina Capital Group, LLC | 0.36% | Reduce -0.1% | 1,735 | $527K |
| Purus Wealth Management, LLC | 0.18% | Add +52.8% | 1,730 | $526K |
| One Wealth Map LLC | 0.29% | New | 1,697 | $525K |
| Sincerus Advisory, LLC | 0.49% | Add +2.3% | 1,672 | $525K |
| Indie Asset Partners, LLC | 0.95% | Add +3.0% | 1,725 | $524K |
| M. Kraus & Co | 0.15% | No change | 1,724 | $524K |
| Spectrum Financial Alliance Ltd LLC | 0.14% | Add +129.9% | 1,674 | $523K |
| Tectonic Advisors LLC | 0.03% | Reduce -1.1% | 1,717 | $522K |
| Investment Counsel Co. of Nevada | 1.07% | Add +0.3% | 1,714 | $521K |
| SWAN Capital LLC | 0.23% | Reduce -7.4% | 1,713 | $521K |
| Blue Barn Wealth, LLC | 0.24% | No change | 1,706 | $519K |
| Wealthgarden F.S. LLC | 0.43% | Add +3.2% | 1,666 | $518K |
| RB Capital Management, LLC | 0.12% | Add +4.3% | 1,704 | $518K |
| Keebeck Wealth Management | 0.07% | Add +11.1% | 1,697 | $517K |
| FFG Partners, LLC | 0.17% | Add +6.9% | 1,701 | $517K |
| Sachetta, LLC | 0.20% | Reduce -10.3% | 1,700 | $517K |
| Ervin Investment Management, LLC | 0.32% | No change | 1,696 | $515K |
| Crane Advisory, LLC | 0.09% | No change | 1,674 | $514K |
| Towerpoint Wealth, LLC | 0.23% | Add +20.7% | 1,690 | $514K |
| Mirador Capital Partners LP | 0.08% | Add +0.2% | 1,688 | $513K |
| Up Strategic Wealth Investment Advisors LLC | 0.40% | Reduce -3.6% | 1,687 | $513K |
| Clarity Asset Management, Inc. | 0.30% | No change | 1,682 | $511K |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -19.2% | 1,680 | $511K |
| Prostatis Group LLC | 0.15% | Add +19.7% | 1,681 | $511K |
| Americana Partners, LLC | 0.02% | No change | 1,677 | $510K |
| Sentinel Pension Advisors, LLC | 0.09% | Add +4.5% | 1,671 | $508K |
| Retirement Systems of Alabama | 0.00% | Add +3.1% | 1,670 | $508K |
| Trust Co. of Oklahoma | 0.16% | Reduce -0.9% | 1,667 | $507K |
| 1ST Source Bank | 0.03% | Add +50.6% | 1,664 | $506K |
| Lyell Wealth Management, LP | 0.04% | Reduce -15.3% | 1,663 | $505K |
| Hibernia Wealth Partners, LLC | 0.18% | Add +103.9% | 1,660 | $505K |
| Alpha Wealth Funds, LLC | 0.47% | New | 3,389 | $502K |
| Paragon Advisors, LLC | 0.13% | Add +14.6% | 1,647 | $500K |
| Oak Harvest Investment Services | 0.06% | Add +7.0% | 1,645 | $500K |
| Causey Wealth LLC | 0.26% | Add +24.1% | 1,643 | $499K |
| Horizon Investment Services, LLC | 0.22% | Reduce -15.8% | 1,642 | $499K |
| Fusion Capital, LLC | 0.17% | Add +1.7% | 1,638 | $498K |
| Innovative Wealth Building LLC | 0.41% | Reduce -11.0% | 1,638 | $498K |
| Grantvest Financial Group LLC | 0.37% | Add +6.3% | 1,637 | $498K |
| Encompass Wealth Advisors, LLC | 0.18% | Reduce -8.3% | 1,635 | $497K |
| Horizons Wealth Management | 0.36% | Add +0.7% | 1,632 | $496K |
| Factor Wealth Management LTD | 0.14% | No change | 1,629 | $495K |
| Arkos Global Advisors | 0.07% | Add +11.8% | 1,624 | $494K |
| BCU Wealth Advisors, LLC | 0.22% | Add +32.6% | 1,625 | $494K |
| Greykasell Wealth Strategies, Inc. | 0.24% | Reduce -1.8% | 1,623 | $493K |
| Arthur M. Cohen & Associates, LLC | 0.09% | No change | 1,622 | $493K |
| Lauterbach Financial Advisors, LLC | 0.27% | No change | 1,621 | $493K |
| Conquis Financial LLC | 0.48% | Reduce -1.4% | 1,613 | $492K |
| FORM Wealth Advisors, LLC | 0.06% | No change | 1,616 | $491K |
| Ironwood Investment Counsel, LLC | 0.08% | Add +161.1% | 9,897 | $490K |
| Kingstone Capital Partners Texas, LLC | 0.32% | No change | 1,610 | $489K |
| Global Strategic Investment Solutions, LLC | 0.05% | No change | 1,606 | $488K |
| Diligent Investors, LLC | 0.12% | Reduce -3.2% | 1,601 | $487K |
| Novare Capital Management LLC | 0.04% | Reduce -2.6% | 1,596 | $485K |
| Opus Capital Group, LLC | 0.06% | Add +14.3% | 1,595 | $485K |
| Buska Wealth Management, LLC | 0.13% | No change | 1,596 | $485K |
| Beacon Financial Advisory LLC | 0.13% | Add +21.5% | 1,594 | $484K |
| Tactive Advisors, LLC | 0.16% | — | 1,590 | $483K |
| Grey Fox Wealth Advisors, LLC | 0.11% | Add +2.3% | 1,572 | $479K |
| MSH Capital Advisors LLC | 0.14% | Reduce -2.8% | 1,573 | $478K |
| Paragon Capital Management Ltd | 0.09% | Reduce -2.1% | 1,569 | $477K |
| Charter Research & Investment Group, Inc. | 0.36% | No change | 1,569 | $477K |
| Retirement Guys Formula LLC | 0.18% | No change | 1,565 | $476K |
| Fielder Capital Group LLC | 0.13% | No change | 1,557 | $473K |
| M. Kulyk & Associates, LLC | 0.10% | Add +58.0% | 1,555 | $473K |
| Chesapeake Asset Management LLC | 0.43% | Add +335.6% | 1,555 | $473K |
| Cardinal Strategic Wealth Guidance | 0.14% | No change | 1,553 | $472K |
| Precision Wealth Strategies, LLC | 0.15% | Reduce -77.9% | 1,553 | $472K |
| Zullo Investment Group, Inc. | 0.19% | No change | 1,551 | $471K |
| Firethorn Wealth Partners, LLC | 0.20% | Add +12.5% | 1,550 | $471K |
| Summit Wealth & Retirement Planning, Inc. | 0.13% | New | 1,549 | $471K |
| Aviso Wealth Management | 0.22% | New | 1,534 | $466K |
| Trivium Point Advisory, LLC | 0.05% | Reduce -0.1% | 1,531 | $465K |
| Register Financial Advisors LLC | 0.20% | Add +3.4% | 1,521 | $462K |
| Newman Dignan & Sheerar, Inc. | 0.11% | New | 1,520 | $462K |
| Ariston Services Group | 0.33% | Add +7.7% | 1,520 | $462K |
| Fiduciary Family Office, LLC | 0.15% | Reduce -26.2% | 1,520 | $462K |
| EnRich Financial Partners LLC | 0.14% | Reduce -1.4% | 1,517 | $461K |
| 1834 Investment Advisors Co. | 0.06% | No change | 1,513 | $460K |
| Chilton Capital Management LLC | 0.02% | Reduce -7.7% | 1,510 | $459K |
| Chapman Financial Group, LLC | 0.39% | — | 1,509 | $459K |
| Intelligence Driven Advisers, LLC | 0.07% | Reduce -8.2% | 1,507 | $458K |
| Herold Advisors, Inc. | 0.10% | Add +0.1% | 1,503 | $457K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.20% | No change | 1,498 | $457K |
| Delta Capital Management LLC | 0.26% | No change | 1,500 | $456K |
| Collective Family Office LLC | 0.12% | No change | 1,500 | $456K |
| Costello Asset Management, INC | 0.17% | Add +5.3% | 1,497 | $455K |
| Elevated Capital Advisors, LLC | 0.13% | No change | 1,652 | $454K |
| Holderness Investments Co. | 0.10% | No change | 1,493 | $454K |
| Mezzasalma Advisors, LLC | 0.14% | No change | 1,490 | $453K |
| Stablepoint Partners, LLC | 0.08% | Reduce -0.9% | 1,487 | $452K |
| Hamilton Capital, LLC | 0.02% | Add +3.9% | 1,486 | $452K |
| Ring Mountain Capital, LLC | 0.27% | No change | 1,457 | $450K |
| Brewster Financial Planning LLC | 0.30% | No change | 1,481 | $450K |
| Oak Family Advisors, LLC | 0.16% | Add +79.4% | 1,473 | $448K |
| Blue Fin Capital, Inc. | 0.08% | No change | 1,470 | $447K |
| Ellis Investment Partners, LLC | 0.09% | Reduce -7.5% | 1,469 | $447K |
| Canandaigua National Bank & Trust Co. | 0.04% | No change | 1,469 | $446K |
| 1832 Asset Management L.P. | 0.00% | No change | 1,468 | $446K |
| FSA Advisors, Inc. | 0.36% | Reduce -74.8% | 1,465 | $445K |
| Cambridge Financial Group, LLC | 0.17% | Reduce -47.2% | 1,465 | $445K |
| WESPAC Advisors, LLC | 0.31% | Reduce -0.8% | 1,463 | $445K |
| Advisory Resource Group | 0.09% | Add +2.4% | 1,457 | $443K |
| Schiavi & Co LLC | 0.15% | Add +12.4% | 1,456 | $443K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -79.9% | 1,453 | $442K |
| W Advisors, LLC | 0.25% | New | 1,452 | $441K |
| Leeward Financial Partners, LLC | 0.14% | Add +0.5% | 1,446 | $439K |
| Optivise Advisory Services LLC | 0.22% | No change | 1,442 | $438K |
| Paragon Financial Partners, Inc. | 0.30% | No change | 1,441 | $438K |
| Private Client Services, LLC | 0.17% | Add +10.4% | 1,438 | $437K |
| Lynch & Associates | 0.09% | Reduce -9.4% | 1,438 | $437K |
| North Point Portfolio Managers Corp. | 0.07% | No change | 1,438 | $437K |
| Integrity Investment Advisors, LLC | 0.34% | No change | 1,436 | $436K |
| Jackson Square Capital, LLC | 0.10% | Reduce -21.9% | 1,432 | $435K |
| American Capital Advisory, LLC | 0.22% | No change | 1,429 | $434K |
| Trillium Asset Management, LLC | 0.01% | No change | 1,428 | $434K |
| Delta Financial Advisors LLC | 0.15% | Add +3.5% | 1,424 | $433K |
| Freedom Investment Management, Inc. | 0.03% | Add +66.8% | 1,421 | $432K |
| Sachem Hill LLC | 0.09% | Reduce -34.5% | 1,412 | $429K |
| Longview Financial Advisors LLC | 0.27% | No change | 1,410 | $429K |
| Abbot Financial Management, Inc. | 0.20% | Reduce -2.8% | 1,406 | $427K |
| Palo Alto Wealth Advisors, LLC | 0.16% | Reduce -15.5% | 1,398 | $426K |
| Pillar Financial Advisors, LLC | 0.29% | No change | 1,402 | $426K |
| Mountain Capital Investment Advisors Inc. | 0.08% | Add +0.9% | 1,399 | $425K |
| Ritter Daniher Financial Advisory LLC / DE | 0.10% | Reduce -2.0% | 1,399 | $425K |
| One Wealth Advisors, LLC | 0.06% | Reduce -1.6% | 1,398 | $425K |
| Townsquare Capital LLC | 0.04% | Reduce -98.8% | 1,391 | $423K |
| Woodley Farra Manion Portfolio Management Inc. | 0.02% | Reduce -7.0% | 1,385 | $422K |
| Conservest Capital Advisors, Inc. | 0.04% | No change | 1,387 | $422K |
| Parcion Private Wealth LLC | 0.03% | No change | 1,383 | $420K |
| Seek First Inc. | 0.34% | No change | 1,379 | $419K |
| Midwest Capital Advisors, LLC | 0.22% | Add +1.9% | 1,379 | $419K |
| Arrow Financial Corp | 0.04% | No change | 1,378 | $419K |
| Triangle Securities Wealth Management | 0.10% | Reduce -4.5% | 1,368 | $416K |
| Prosperity Financial Group, Inc. | 0.18% | Add +1.0% | 1,367 | $415K |
| Sollinda Capital Management LLC | 0.11% | Add +9.7% | 1,365 | $415K |
| Riverbend Wealth Management, LLC | 0.31% | New | 1,361 | $414K |
| Unified Investment Management | 0.44% | Add +25.0% | 1,361 | $414K |
| John W. Brooker & Co., CPAs | 0.97% | Reduce -92.8% | 1,341 | $413K |
| Convergence Financial, LLC | 0.07% | Reduce -16.1% | 1,359 | $413K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -35.3% | 1,359 | $413K |
| Aull & Monroe Investment Management Corp | 0.22% | Reduce -12.9% | 1,355 | $412K |
| GoalFusion Wealth Management, LLC | 0.21% | Add +1.3% | 1,355 | $412K |
| John G Ullman & Associates Inc. | 0.06% | Add +14.7% | 1,354 | $412K |
| Marshall Financial Group, LLC | 0.08% | Reduce -31.5% | 1,346 | $411K |
| BankPlus Trust Department | 0.12% | Add +30.4% | 1,347 | $409K |
| Entrewealth, LLC | 0.28% | No change | 1,346 | $409K |
| TrueWealth Advisors, LLC | 0.12% | Add +3.4% | 1,343 | $408K |
| Drake & Associates, LLC | 0.10% | Add +2.0% | 1,341 | $408K |
| Burt Wealth Advisors | 0.09% | Add +0.2% | 1,341 | $408K |
| NTV Asset Management LLC | 0.05% | Reduce -1.8% | 1,341 | $408K |
| Kellett Wealth Advisors, LLC | 0.27% | Reduce -1.7% | 1,339 | $407K |
| Buck Wealth Strategies, LLC | 0.06% | New | 1,336 | $406K |
| Waterfront Wealth Inc. | 0.09% | Add +20.8% | 1,335 | $406K |
| InTrack Investment Management Inc | 0.27% | Reduce -8.1% | 1,332 | $405K |
| Capital Investment Services of America, Inc. | 0.04% | No change | 1,330 | $404K |
| Vermillion & White Wealth Management Group, LLC | 0.26% | Add +1.4% | 1,324 | $403K |
| Darrow Company, Inc. | 0.20% | Reduce -0.8% | 1,314 | $399K |
| McCollum Christoferson Group LLC | 0.12% | Reduce -2.2% | 1,311 | $398K |
| Brooks, Moore & Associates, Inc. | 0.21% | Reduce -32.1% | 1,269 | $395K |
| Awm Capital, LLC | 0.04% | Reduce -16.0% | 1,295 | $395K |
| Leading Edge Financial Planning LLC | 0.11% | Add +4.8% | 1,295 | $393K |
| Axis Wealth Partners, LLC | 0.26% | Reduce -13.4% | 1,293 | $393K |
| Fulcrum Capital LLC | 0.08% | No change | 1,291 | $392K |
| BetterWealth, LLC | 0.10% | Reduce -14.0% | 1,290 | $392K |
| Vigilare Wealth Management | 0.15% | No change | 1,284 | $390K |
| Principia Wealth Advisory, LLC | 0.33% | Reduce -2.0% | 1,282 | $390K |
| Trust Co. of Toledo NA | 0.04% | New | 1,281 | $389K |
| Peoples Bank | 0.24% | Reduce -23.5% | 1,273 | $387K |
| WestHill Financial Advisors, Inc. | 0.08% | Add +0.2% | 1,264 | $384K |
| JSF Financial, LLC | 0.09% | No change | 1,264 | $384K |
| Hartmann Taylor Wealth Management, LLC | 0.32% | Reduce -0.3% | 1,261 | $383K |
| Purkiss Capital Advisors LLC | 0.21% | Reduce -1.6% | 1,254 | $381K |
| Dakota Community Bank & Trust NA | 1.70% | No change | 1,250 | $380K |
| LCNB Corp. | 0.13% | No change | 1,250 | $380K |
| Richardson Capital Management LLC | 0.20% | No change | 1,243 | $378K |
| Oxinas Partners, LLC | 0.19% | No change | 1,243 | $378K |
| Lifeworks Advisors, LLC | 0.06% | Reduce -2.8% | 1,242 | $378K |
| Global Wealth Strategies & Associates | 0.11% | Add +5.3% | 1,241 | $377K |
| M Wealth Management, LLC | 0.35% | No change | 1,241 | $377K |
| Sage Capital Management, LLC | 0.18% | Reduce -0.1% | 1,241 | $377K |
| ProVise Management Group, LLC | 0.03% | New | 1,237 | $376K |
| Burk Holdings LLC | 0.24% | New | 1,235 | $375K |
| Syntax Research, Inc. | 0.27% | No change | 1,234 | $375K |
| Navalign, LLC | 0.10% | Reduce -6.8% | 1,231 | $374K |
| Maple Capital Management, Inc. | 0.03% | Reduce -16.8% | 1,228 | $373K |
| Wheelhouse Advisory Group LLC | 0.18% | Reduce -7.8% | 1,225 | $373K |
| Epiq Partners, LLC | 0.20% | No change | 1,221 | $371K |
| Diversified Investment Strategies, LLC | 0.25% | No change | 1,220 | $371K |
| Elevate Wealth Advisory, Inc. | 0.26% | Add +0.5% | 1,215 | $370K |
| 25 LLC | 0.14% | Reduce -12.6% | 1,210 | $368K |
| G&S Capital LLC | 0.15% | Reduce -5.5% | 1,209 | $367K |
| Essex Investment Management Co. LLC | 0.07% | No change | 1,206 | $367K |
| Opes Wealth Management LLC | 0.06% | Add +28.6% | 1,202 | $365K |
| Wolff Financial Management LLC | 0.09% | Add +3.6% | 1,198 | $364K |
| Roth Financial Partners LLC | 0.13% | Add +6.2% | 1,196 | $364K |
| Journey Beyond Wealth, LLC | 0.31% | Reduce -5.5% | 1,195 | $363K |
| Bond & Devick Financial Network, Inc. | 0.12% | No change | 1,194 | $363K |
| Comprehensive Financial Planning, Inc. | 0.29% | Add +0.8% | 1,193 | $362K |
| NBW Capital LLC | 0.08% | New | 1,192 | $362K |
| Montz Harcus Wealth Management LLC | 0.17% | Reduce -0.9% | 1,190 | $362K |
| Dana Investment Advisors, Inc. | 0.01% | No change | 1,189 | $361K |
| North Capital, Inc. | 0.31% | Reduce -5.3% | 1,187 | $361K |
| Red Tortoise LLC | 0.18% | No change | 1,187 | $361K |
| Strait & Sound Wealth Management LLC | 0.15% | Reduce -1.8% | 1,185 | $360K |
| Bensler, LLC | 0.04% | Reduce -0.7% | 1,185 | $360K |
| Voisard Asset Management Group, Inc. | 0.09% | No change | 1,182 | $359K |
| Horizon Kinetics Asset Management LLC | 0.00% | Reduce -9.2% | 1,182 | $359K |
| Granite Bay Wealth Management, LLC | 0.12% | Reduce -0.2% | 1,181 | $359K |
| Arlington Financial Advisors, LLC | 0.06% | Reduce -88.8% | 1,175 | $357K |
| Watchman Group, Inc. | 0.09% | Add +9.5% | 1,169 | $355K |
| Optimum Investment Advisors | 0.15% | Reduce -61.0% | 1,169 | $355K |
| Compton Financial Group, LLC | 0.09% | No change | 1,167 | $355K |
| Northwest Financial Advisors | 0.49% | Reduce -71.8% | 1,166 | $354K |
| Goodman Financial Corp | 0.07% | New | 1,163 | $354K |
| Silvia McColl Wealth Management, LLC | 0.26% | Reduce -6.7% | 1,162 | $353K |
| Tribridge Partners Financial LLC | 0.21% | — | 1,159 | $352K |
| Toronto Dominion Bank | 0.00% | Add +31.1% | 1,154 | $351K |
| Gould Asset Management LLC | 0.07% | Reduce -11.2% | 1,155 | $351K |
| Cambridge Capital Management, LLC | 0.19% | Reduce -0.7% | 1,154 | $351K |
| Castle Rock Wealth Management, LLC | 0.08% | Add +0.3% | 1,124 | $349K |
| Patrick M Sweeney & Associates, Inc. | 0.24% | No change | 1,130 | $348K |
| Seascape Capital Management | 0.11% | Reduce -0.9% | 1,147 | $348K |
| Capital Squared Financial LLC | 0.40% | — | 1,142 | $347K |
| Villere St Denis J & Co. LLC | 0.03% | Reduce -12.3% | 1,141 | $347K |
| Guardian Financial Partners, LLC | 0.16% | Add +8.8% | 1,139 | $346K |
| Walker Asset Management, LLC | 0.20% | No change | 1,138 | $346K |
| Clark Financial Services Group Inc. | 0.21% | No change | 1,136 | $345K |
| Kure Advisory, LLC | 0.23% | Add +6.0% | 1,136 | $345K |
| ZWJ Investment Counsel Inc. | 0.01% | Reduce -23.4% | 1,135 | $345K |
| Kintra Wealth, LLC | 0.21% | Reduce -9.2% | 1,134 | $345K |
| Prestige Wealth Management Group LLC | 0.07% | No change | 1,129 | $344K |
| Second Line Capital, LLC | 0.08% | No change | 1,129 | $344K |
| Alamar Capital Management, LLC | 0.19% | Reduce -0.3% | 1,125 | $343K |
| Commonwealth Financial Services, LLC | 0.07% | Reduce -10.1% | 1,127 | $343K |
| Dominguez Wealth Management Solutions, Inc. | 0.24% | Reduce -21.0% | 1,126 | $342K |
| Sittner & Nelson, LLC | 0.14% | Reduce -44.6% | 1,122 | $341K |
| Cowa, LLC | 0.13% | Add +2.1% | 1,121 | $341K |
| Mark Sheptoff Financial Planning, LLC | 0.18% | Add +4.7% | 1,121 | $341K |
| Verisail Partners, LLC | 0.14% | No change | 1,118 | $340K |
| SPG Advisors LLC | 4.07% | — | 1,117 | $339K |
| Rollins Financial Advisors, LLC | 0.05% | Reduce -20.0% | 1,117 | $339K |
| Milestone Asset Management, LLC | 0.07% | New | 1,114 | $339K |
| Norris Perne & French LLP | 0.02% | New | 1,113 | $338K |
| Nicholas Wealth, LLC. | 0.30% | Add +27.2% | 1,112 | $338K |
| MIdWestOne Financial Group, Inc. | 0.04% | No change | 1,111 | $338K |
| Factorial Partners, LLC | 0.24% | New | 1,110 | $337K |
| SWP Financial LLC | 0.19% | Reduce -0.7% | 1,109 | $337K |
| Cape Cod Five Cents Savings Bank | 0.03% | No change | 1,183 | $335K |
| Vance Wealth, LLC | 0.11% | Reduce -8.4% | 1,102 | $335K |
| Heartwood Wealth Advisors LLC | 0.03% | No change | 1,101 | $335K |
| FWG Investments, LLC. | 0.25% | New | 1,101 | $335K |
| Clientfirst Wealth Management, LLC | 0.34% | No change | 1,100 | $334K |
| CoreFirst Bank & Trust | 0.19% | No change | 1,100 | $334K |
| Johns Hopkins University | 0.02% | Reduce -21.8% | 1,093 | $332K |
| Riverwater Partners LLC | 0.16% | No change | 1,092 | $332K |
| Robinson Smith Wealth Advisors LLC | 0.27% | New | 1,091 | $332K |
| Bell Investment Advisors, Inc | 0.06% | Reduce -20.2% | 1,090 | $331K |
| Chaney Capital Management, Inc. | 0.13% | No change | 1,090 | $331K |
| Charter Capital Management, LLC\DE | 0.19% | — | 1,089 | $331K |
| Private Capital Management, LLC | 0.03% | No change | 1,089 | $331K |
| Woodstock Corp. | 0.03% | No change | 1,089 | $331K |
| Fort Washington Investment Advisors Inc. | 0.00% | Add +1.7% | 1,085 | $330K |
| Joule Financial, LLC | 0.11% | Add +0.8% | 1,081 | $330K |
| Forte Asset Management LLC | 0.17% | No change | 1,080 | $329K |
| Ballast, Inc. | 0.09% | No change | 1,080 | $328K |
| Orin Green Financial, LLC | 0.14% | No change | 1,075 | $327K |
| Lummis Asset Management, LP | 0.21% | Reduce -32.7% | 1,073 | $326K |
| William Howard & Co Financial Advisors Inc | 0.28% | Add +1.3% | 1,071 | $325K |
| Spectrum Planning & Advisory Services Inc. | 0.21% | No change | 1,070 | $325K |
| Natural Investments, LLC | 0.08% | Reduce -5.6% | 1,070 | $325K |
| American State Bank (Iowa) | 0.18% | Reduce -9.1% | 1,069 | $325K |
| Morey & Quinn Wealth Partners, LLC | 0.26% | Add +29.8% | 1,067 | $324K |
| Your Advocates Ltd., LLP | 0.12% | Add +21.9% | 1,067 | $324K |
| West Branch Capital LLC | 0.10% | Reduce -7.5% | 1,067 | $324K |
| Headland Capital, LLC | 0.10% | Add +11.7% | 1,066 | $324K |
| AAF Wealth Management, LLC | 0.15% | Reduce -2.9% | 1,065 | $324K |
| Tranquility Partners, LLC | 0.12% | Add +10.3% | 1,064 | $323K |
| American Asset Management Inc. | 0.30% | No change | 1,063 | $323K |
| Warren Street Wealth Advisors, LLC | 0.11% | Reduce -25.2% | 1,061 | $322K |
| Nvest Financial, LLC | 0.17% | Add +17.4% | 1,060 | $322K |
| Walker Financial Services, Inc. | 0.15% | Reduce -0.8% | 1,056 | $321K |
| Sugar Maple Asset Management, LLC | 0.25% | Reduce -10.4% | 1,055 | $321K |
| Plan A Wealth LLC | 0.18% | No change | 1,055 | $321K |
| Core Wealth Partners LLC | 0.16% | No change | 1,053 | $320K |
| Old Mission Investment Co LLC | 0.09% | No change | 1,052 | $320K |
| Centerpoint Advisors, LLC | 0.11% | Reduce -3.2% | 1,050 | $319K |
| Aurdan Capital Management, LLC | 0.11% | New | 1,049 | $319K |
| Fortem Financial Group, LLC | 0.10% | Reduce -24.4% | 1,047 | $318K |
| Schnieders Capital Management LLC | 0.06% | No change | 1,047 | $318K |
| GEM Asset Management, LLC | 0.16% | Add +0.1% | 1,035 | $316K |
| Invera Wealth Advisors, LLC | 0.21% | No change | 1,040 | $316K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.11% | Reduce -1.2% | 1,034 | $314K |
| Nemes Rush Group LLC | 0.03% | Add +8.1% | 1,034 | $314K |
| Ade, LLC | 0.17% | Add +28.3% | 1,033 | $314K |
| FSB Premier Wealth Management, Inc. | 0.11% | Reduce -5.1% | 1,031 | $313K |
| STAR Financial Bank | 0.20% | New | 1,030 | $313K |
| Pinkerton Wealth, LLC | 0.04% | Reduce -15.2% | 1,028 | $313K |
| Tepp RIA, LLC | 0.40% | New | 1,025 | $312K |
| Edge Wealth Management LLC | 0.06% | Add +21.9% | 1,023 | $311K |
| Old North State Trust, LLC | 0.21% | Reduce -92.0% | 1,022 | $311K |
| Three Bridge Wealth Advisors, LLC | 0.08% | New | 1,020 | $311K |
| Great Oak Capital Partners, LLC | 0.09% | New | 1,008 | $309K |
| Occidental Asset Management, LLC | 0.04% | Add +13.3% | 1,015 | $309K |
| Hobart Private Capital, LLC | 0.07% | Add +23.7% | 1,013 | $308K |
| Alteri Wealth LLC | 0.12% | Reduce -2.6% | 1,011 | $307K |
| Spartan Planning & Wealth Management | 0.26% | Add +29.4% | 1,009 | $307K |
| Signet Investment Advisory Group, Inc. | 0.16% | No change | 1,006 | $306K |
| Godshalk Welsh Capital Management, Inc. | 0.19% | No change | 1,006 | $306K |
| Anderson Financial Strategies, LLC | 0.19% | No change | 1,000 | $304K |
| Transatlantique Private Wealth LLC | 0.11% | New | 1,000 | $304K |
| Bantamac Capital, LLC | 0.11% | No change | 1,000 | $304K |
| JBF Capital, Inc. | 0.05% | No change | 1,000 | $304K |
| Pinnacle Family Advisors, LLC | 0.15% | No change | 1,000 | $303K |
| Enterprise Bank & Trust Co | 0.11% | No change | 997 | $303K |
| Northstar Asset Management Inc. | 0.08% | Reduce -2.9% | 997 | $303K |
| Matisse Capital | 0.14% | No change | 995 | $302K |
| Flaharty Asset Management, LLC | 0.04% | Reduce -5.3% | 994 | $302K |
| LifeSteps Financial, Inc. | 0.21% | New | 993 | $302K |
| Abound Financial, LLC | 0.13% | No change | 992 | $301K |
| Divergent Planning, LLC | 0.09% | New | 991 | $301K |
| DDFG, Inc | 0.08% | Reduce -1.9% | 990 | $301K |
| D L Carlson Investment Group Inc. | 0.05% | No change | 986 | $300K |
| Wisconsin Wealth Advisors, LLC | 0.34% | No change | 979 | $298K |
| Auxano Advisors, LLC | 0.07% | Reduce -11.7% | 979 | $298K |
| Tull Financial Group, Inc. | 0.14% | Add +3.6% | 979 | $297K |
| Rock Point Advisors, LLC | 0.08% | No change | 975 | $296K |
| Invictus Private Wealth, LLC | 0.02% | Reduce -21.8% | 974 | $296K |
| Fortis Advisors, LLC | 0.19% | Reduce -9.3% | 973 | $296K |
| Copperwynd Financial, LLC | 0.07% | Reduce -94.5% | 972 | $295K |
| Pacific Point Advisors, LLC | 0.16% | No change | 970 | $295K |
| Wealth Management Partners, LLC | 0.10% | No change | 964 | $295K |
| Goodwin Investment Advisory | 0.34% | No change | 969 | $295K |
| HMS Capital Management, LLC | 0.13% | Reduce -39.5% | 964 | $293K |
| Mengis Capital Management, Inc. | 0.06% | No change | 964 | $293K |
| Rockport Wealth LLC | 0.07% | New | 963 | $293K |
| Frisco Financial Planning LLC | 0.27% | Add +37.5% | 960 | $292K |
| Braun Stacey Associates Inc. | 0.01% | New | 957 | $291K |
| Dover Advisors, LLC | 0.13% | New | 956 | $291K |
| Saxony Capital Management, LLC | 0.22% | Add +3.0% | 954 | $290K |
| Cadent Capital Advisors, LLC | 0.09% | Add +0.4% | 954 | $290K |
| Teamwork Financial Advisors, LLC | 0.04% | New | 952 | $289K |
| River Street Advisors LLC | 0.12% | No change | 951 | $289K |
| Revere Asset Management, Inc | 0.14% | New | 948 | $288K |
| Hapanowicz & Associates Financial Services, Inc | 0.15% | Add +11.2% | 946 | $288K |
| Private Management Group Inc. | 0.01% | Reduce -1.3% | 944 | $287K |
| Triad Wealth Partners, LLC | 0.06% | New | 943 | $287K |
| Moller Wealth Partners | 0.06% | No change | 941 | $286K |
| Barnes Pettey Financial Advisors, LLC | 0.19% | No change | 939 | $285K |
| Arbor Capital Management Inc. | 0.25% | New | 909 | $285K |
| Sims Investment Management, LLC | 0.11% | Reduce -8.2% | 936 | $284K |
| Investmark Advisory Group LLC | 0.13% | No change | 934 | $284K |
| Kiker Wealth Management, LLC | 0.16% | Reduce -19.5% | 933 | $284K |
| FMB Wealth Management | 0.13% | No change | 932 | $283K |
| Black Swift Group, LLC | 0.06% | Reduce -1.1% | 932 | $283K |
| Sebold Capital Management, Inc. | 0.17% | Add +12.2% | 931 | $283K |
| Valpey Financial Services, LLC | 0.20% | — | 929 | $282K |
| Schrum Private Wealth Management LLC | 0.23% | No change | 928 | $282K |
| City National Bank of Florida | 0.20% | Reduce -29.2% | 925 | $281K |
| Affinity Capital Advisors, LLC | 0.05% | Reduce -1.9% | 924 | $281K |
| Silver Lake Advisory, LLC | 0.12% | New | 921 | $280K |
| Ingalls & Snyder LLC | 0.01% | Reduce -18.0% | 919 | $279K |
| Chris Bulman Inc | 0.16% | New | 916 | $279K |
| Sutton Place Investors LLC | 0.17% | No change | 913 | $277K |
| Absher Wealth Management, LLC | 0.03% | No change | 911 | $277K |
| Provident Investment Management, Inc. | 0.02% | Reduce -3.8% | 910 | $277K |
| Community Bank of Raymore | 0.20% | No change | 909 | $276K |
| Sloy Dahl & Holst, LLC | 0.04% | No change | 905 | $275K |
| Pavion Blue Capital, LLC | 0.12% | No change | 904 | $275K |
| TFR Capital, LLC. | 0.10% | Reduce -16.7% | 904 | $275K |
| Fiduciary Wealth Partners, LLC | 0.26% | Reduce -44.3% | 900 | $274K |
| Hillcrest Wealth Advisors - NY, LLC | 0.13% | No change | 900 | $274K |
| Dearborn Partners LLC | 0.01% | Reduce -7.7% | 900 | $274K |
| New Century Financial Group, LLC | 0.32% | Reduce -72.3% | 898 | $273K |
| Zeit Capital LLC | 0.19% | Add +0.1% | 894 | $272K |
| Bearing Point Capital, LLC | 0.05% | Add +13.9% | 894 | $272K |
| Mechanics Financial Corp | 0.12% | No change | 893 | $271K |
| Stanley-Laman Group, Ltd. | 0.04% | No change | 892 | $271K |
| Future Financial Wealth Managment LLC | 0.18% | No change | 888 | $270K |
| Donaldson Capital Management, LLC | 0.01% | Reduce -1.2% | 886 | $269K |
| Turtle Creek Wealth Advisors, LLC | 0.03% | New | 885 | $269K |
| Pekin Hardy Strauss, Inc. | 0.03% | Reduce -86.5% | 885 | $269K |
| Elyxium Wealth, LLC | 0.10% | New | 882 | $268K |
| Nicollet Investment Management, Inc. | 0.09% | No change | 881 | $268K |
| Two West Capital Advisors LLC | 0.18% | Add +0.2% | 854 | $268K |
| SK Wealth Management, LLC | 0.12% | Reduce -10.0% | 871 | $268K |
| KKM Financial LLC | 0.09% | No change | 881 | $268K |
| Code Waechter LLC | 0.19% | No change | 879 | $267K |
| Schroder Investment Management Group | 0.00% | New | 877 | $267K |
| Central Valley Advisors, LLC | 0.09% | Add +0.5% | 870 | $264K |
| Naviter Wealth, LLC | 0.03% | Reduce -57.2% | 864 | $263K |
| Cranbrook Wealth Management, LLC | 0.06% | Add +0.6% | 866 | $263K |
| McGowan Group Asset Management, Inc. | 0.03% | Reduce -36.6% | 865 | $263K |
| Heritage Trust Co | 0.03% | Reduce -3.3% | 864 | $263K |
| Klingenstein Fields & Co. LP | 0.01% | No change | 862 | $262K |
| Alterna Wealth Management, Inc. | 0.21% | Add +10.3% | 860 | $261K |
| Tudor Financial Inc. | 0.15% | Reduce -3.4% | 859 | $261K |
| Schulz Wealth, LTD. | 0.19% | Reduce -0.1% | 857 | $261K |
| Ballew Advisors, Inc | 0.15% | Add +0.1% | 845 | $260K |
| Scientech Research LLC | 0.06% | New | 854 | $260K |
| Meridian Management Co. | 0.07% | Add +1.1% | 832 | $259K |
| Willis Investment Counsel | 0.02% | No change | 851 | $259K |
| Wedgewood Investors Inc. | 0.30% | No change | 850 | $258K |
| Cohen Investment Advisors LLC | 0.13% | Add +6.3% | 848 | $258K |
| Widmann Financial Services, Inc. | 0.18% | No change | 847 | $257K |
| Kapstone Financial Advisors LLC | 0.13% | No change | 845 | $257K |
| Iron Horse Wealth Management, LLC | 0.08% | No change | 845 | $257K |
| Valued Wealth Advisors LLC | 0.13% | Reduce -0.8% | 839 | $256K |
| Financial Futures Ltd Liability Co. | 0.14% | Reduce -3.8% | 841 | $256K |
| Roxbury Financial LLC | 0.25% | Reduce -2.1% | 838 | $255K |
| Arjuna Capital | 0.07% | No change | 838 | $255K |
| New Wave Wealth Advisors LLC | 0.11% | No change | 837 | $254K |
| Madison Park Capital Advisors, LLC | 0.21% | Reduce -7.1% | 837 | $254K |
| Birch Hill Investment Advisors LLC | 0.01% | Reduce -0.6% | 836 | $254K |
| ROI Financial Advisors, LLC | 0.16% | Reduce -19.9% | 832 | $253K |
| Golden Bell Financial Planning LLC | 0.24% | No change | 831 | $253K |
| Core Wealth Advisors, Inc. | 0.07% | New | 818 | $249K |
| FSA Investment Group, LLC | 0.18% | Reduce -86.8% | 817 | $248K |
| Harvest Investment Services, LLC | 0.06% | Reduce -10.6% | 813 | $247K |
| Callahan Advisors, LLC | 0.02% | New | 813 | $247K |
| Sunbelt Securities, Inc. | 0.02% | Add +96.3% | 852 | $247K |
| Watts Gwilliam & Co., LLC | 0.04% | No change | 754 | $247K |
| Riverpoint Wealth Management Holdings, LLC | 0.06% | No change | 807 | $245K |
| Sanchez Wealth Management Group | 0.06% | Reduce -24.5% | 804 | $244K |
| Park Square Financial Group, LLC | 0.18% | Reduce -16.3% | 804 | $244K |
| Traub Capital Management LLC | 0.23% | — | 801 | $244K |
| Orrstown Financial Services Inc. | 0.05% | No change | 800 | $243K |
| Darwin Wealth Management, LLC | 0.08% | Add +76.8% | 799 | $243K |
| True Freedom Investing, LLC | 0.10% | — | 799 | $243K |
| Park Place Capital Corp | 0.06% | Reduce -92.8% | 798 | $242K |
| Compass Financial Services Inc | 0.12% | Add +246.5% | 797 | $242K |
| Laurel Wealth Planning LLC | 0.14% | Reduce -11.2% | 797 | $242K |
| 49 Wealth Management, LLC | 0.03% | Reduce -8.2% | 797 | $242K |
| Capstone Wealth Management Group LLC | 0.18% | New | 795 | $242K |
| Riverbridge Partners LLC | 0.00% | Reduce -20.8% | 794 | $241K |
| SkyView Investment Advisors, LLC | 0.03% | No change | 795 | $241K |
| Monarch Capital Management Inc. | 0.06% | No change | 788 | $240K |
| West Wealth Group, LLC | 0.06% | New | 770 | $240K |
| Spectrum Wealth Advisory Group, LLC | 0.11% | No change | 788 | $240K |
| Ironwood Wealth Management, LLC. | 0.09% | Reduce -61.8% | 788 | $239K |
| Eclectic Associates Inc. | 0.05% | New | 785 | $239K |
| Guerra Pan Advisors, LLC | 0.16% | No change | 785 | $239K |
| Gator Capital Management, LLC | 0.07% | No change | 785 | $239K |
| Red Spruce Capital, LLC | 0.10% | Add +0.3% | 784 | $238K |
| Ellenbecker Investment Group | 0.04% | Reduce -11.5% | 782 | $238K |
| Lowe Wealth Advisors, LLC | 0.09% | Add +11.4% | 782 | $238K |
| Jackson Thornton Wealth Management, LLC | 0.03% | No change | 777 | $237K |
| Solstein Capital, LLC | 0.12% | New | 781 | $237K |
| MRA Advisory Group | 0.11% | No change | 781 | $237K |
| Stonebrook Private Inc. | 0.06% | Reduce -14.5% | 781 | $237K |
| Insight Wealth Strategies, LLC | 0.03% | Reduce -3.1% | 780 | $237K |
| Idaho Trust Co | 0.08% | New | 779 | $237K |
| Uncommon Cents Investing LLC | 0.06% | No change | 778 | $236K |
| Consilio Wealth Advisors, LLC | 0.08% | No change | 779 | $236K |
| Colonial Trust Co / SC | 0.03% | No change | 775 | $236K |
| DHJJ Financial Advisors, Ltd. | 0.09% | Add +50.8% | 775 | $235K |
| McDonald Partners LLC | 0.06% | New | 774 | $235K |
| Kirtland Hills Capital Management, LLC | 0.11% | New | 774 | $235K |
| Home Federal Bank of Tennessee | 0.07% | No change | 774 | $235K |
| Community Trust & Investment Co. | 0.01% | No change | 774 | $235K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | No change | 773 | $235K |
| KilterHowling LLC | 0.14% | No change | 770 | $234K |
| Wharton Business Group, LLC | 0.01% | No change | 765 | $233K |
| Ethic Inc. | 0.00% | New | 766 | $232K |
| Prevail Innovative Wealth Advisors, LLC | 0.05% | Reduce -14.8% | 764 | $232K |
| Summit Place Financial Advisors, LLC | 0.12% | Add +4.1% | 760 | $231K |
| Excalibur Management Corp. | 0.09% | No change | 758 | $230K |
| Missouri Trust & Investment Co | 0.08% | No change | 758 | $230K |
| Boomfish Wealth Group, LLC | 0.13% | New | 755 | $229K |
| DSG Capital Advisors, LLC | 0.04% | Reduce -67.3% | 755 | $229K |
| Sightline Wealth Advisors, LLC | 0.11% | New | 753 | $229K |
| Westwood Holdings Group Inc. | 0.00% | New | 753 | $229K |
| Williamson Legacy Group, LLC | 0.19% | No change | 752 | $229K |
| Transce3nd, LLC | 0.10% | Add +0.1% | 735 | $227K |
| Shearwater Capital LLC | 0.14% | No change | 747 | $227K |
| Riggs Asset Managment Co. Inc. | 0.06% | No change | 747 | $227K |
| Mindset Wealth Management, LLC | 0.07% | No change | 746 | $227K |
| Correct Capital Wealth Management | 0.04% | New | 746 | $227K |
| Prosperitas Financial LLC | 0.11% | No change | 745 | $226K |
| BlackDiamond Wealth Management, LLC | 0.13% | Reduce -1.3% | 744 | $226K |
| Forum Private Client Group LLC | 0.09% | New | 743 | $226K |
| Farmers National Bank | 0.06% | No change | 742 | $226K |
| Evelyn Partners Investment Management Services Ltd | 0.03% | Reduce -37.7% | 742 | $226K |
| Garrett Wealth Advisory Group, LLC | 0.05% | Reduce -16.1% | 742 | $225K |
| SRH Advisors, LLC | 0.07% | No change | 741 | $225K |
| Centerpoint Advisory Group | 0.19% | New | 739 | $225K |
| Persium Advisors, LLC | 0.19% | No change | 738 | $224K |
| Torray Investment Partners LLC | 0.03% | New | 737 | $224K |
| Mustard Seed Financial, LLC | 0.16% | New | 736 | $224K |
| E&G Advisors, LLC | 0.06% | No change | 736 | $224K |
| KM Capital Management Ltd. | 0.11% | Reduce -11.0% | 735 | $223K |
| Heritage Family Offices, LLP | 0.11% | No change | 817 | $223K |
| Cornerstone Planning Group LLC | 0.05% | Reduce -60.6% | 720 | $222K |
| Ackerman Asset Management, LLC | 0.18% | No change | 731 | $222K |
| Triton Financial Group Inc | 0.16% | — | 729 | $222K |
| RMG Wealth Management LLC | 0.03% | — | 716 | $221K |
| Berkshire Asset Management LLC | 0.01% | Reduce -2.3% | 728 | $221K |
| Clifford Group, LLC | 0.18% | No change | 728 | $221K |
| Financial Life Advisors | 0.08% | No change | 728 | $221K |
| NFSG Corp | 0.04% | Add +14.7% | 727 | $221K |
| Total Wealth Planning & Management, Inc. | 0.19% | New | 727 | $221K |
| Strategy Asset Managers LLC | 0.04% | Reduce -30.4% | 725 | $220K |
| Future Fund LLC | 0.10% | New | 725 | $220K |
| Joseph P. Lucia & Associates, LLC | 0.09% | Reduce -9.4% | 725 | $220K |
| CFM Wealth Partners LLC | 0.04% | New | 724 | $220K |
| Lockerman Financial Group, Inc. | 0.30% | New | 723 | $220K |
| Signature Resources Capital Management, LLC | 0.13% | Reduce -27.5% | 721 | $219K |
| Pin Oak Investment Advisors Inc. | 0.19% | No change | 799 | $219K |
| Warburton Capital Management, LLC | 0.13% | New | 702 | $219K |
| LVM Capital Management Ltd. | 0.02% | New | 720 | $219K |
| Argent Advisors, Inc. | 0.07% | New | 720 | $219K |
| Richards, Merrill & Peterson, Inc. | 0.10% | Add +109.0% | 719 | $218K |
| Kennedy Investment Group, Inc. | 0.09% | New | 718 | $218K |
| Stewardship Advisors, LLC | 0.06% | New | 717 | $218K |
| Townsend & Associates, Inc | 0.02% | New | 692 | $217K |
| Synergy Financial Group, LTD | 0.16% | New | 710 | $216K |
| Buckhead Capital Management LLC | 0.08% | New | 703 | $214K |
| Paces Ferry Wealth Advisors, LLC | 0.10% | New | 703 | $214K |
| Finward Bancorp | 0.17% | New | 702 | $213K |
| Cottage Street Advisors LLC | 0.11% | New | 701 | $213K |
| Aventura Private Wealth, LLC | 0.09% | Add +53.3% | 699 | $212K |
| Middleton & Co. Inc. | 0.02% | New | 697 | $212K |
| Evernest Financial Advisors, LLC | 0.07% | New | 696 | $212K |
| Sterling Financial Planning, Inc. | 0.07% | New | 694 | $211K |
| Brucke Financial, Inc. | 0.15% | New | 693 | $211K |
| Fairvoy Private Wealth, LLC | 0.05% | New | 690 | $210K |
| Punch & Associates Investment Management, Inc. | 0.01% | Add +67.2% | 689 | $209K |
| Byrne Financial Freedom, LLC | 0.10% | New | 687 | $209K |
| Navis Wealth Advisors, LLC | 0.18% | New | 686 | $208K |
| Straight Path Wealth Management | 0.07% | Reduce -15.1% | 685 | $208K |
| Scott Marsh Financial, LLC | 0.08% | — | 685 | $208K |
| Mendel Money Management | 0.09% | New | 679 | $206K |
| Kickstand Ventures, Llc. | 0.05% | Reduce -10.9% | 678 | $206K |
| waypoint wealth counsel | 0.10% | New | 678 | $206K |
| TCV Trust & Wealth Management, Inc. | 0.02% | New | 677 | $206K |
| MPS Loria Financial Planners, LLC | 0.06% | New | 676 | $206K |
| Core Wealth Management, Inc. | 0.07% | Reduce -66.2% | 676 | $205K |
| LGL Partners, LLC | 0.09% | New | 658 | $205K |
| Financial Partners Group, LLC | 0.07% | New | 672 | $204K |
| MA Private Wealth | 0.04% | New | 672 | $204K |
| LongView Asset Management LLC | 0.15% | Reduce -28.7% | 671 | $204K |
| Redmond Asset Management, LLC | 0.05% | New | 670 | $204K |
| Hofer & Associates. Inc | 0.13% | Reduce -32.6% | 670 | $204K |
| Rezny Wealth Management, Inc. | 0.05% | Reduce -54.5% | 667 | $203K |
| Rise Advisors, LLC | 0.08% | No change | 666 | $203K |
| Gimbal Financial | 0.12% | New | 666 | $202K |
| Barr E S & Co. | 0.01% | New | 664 | $202K |
| First Financial Bankshares Inc | 0.00% | New | 663 | $202K |
| Shilanski & Associates, Inc. | 0.06% | New | 661 | $202K |
| Trexquant Investment LP | 0.00% | New | 661 | $201K |
| First Merchants Corp. | 0.01% | Reduce -25.7% | 659 | $200K |
| Copia Wealth Management | 0.17% | No change | 653 | $198K |
| 4Thought Financial Group Inc. | 0.10% | Add +1.3% | 649 | $197K |
| Ssa Swiss Advisors AG | 0.09% | No change | 611 | $189K |
| Evolution Advisers, Inc. | 0.09% | Add +16.0% | 39,187 | $186K |
| Luken Investment Analytics, LLC | 0.08% | No change | 610 | $185K |
| Koesten, Hirschmann & Crabtree, INC. | 0.10% | No change | 607 | $184K |
| Legacy Bridge, LLC | 0.09% | No change | 600 | $182K |
| Wolff Wiese Magana LLC | 0.11% | Reduce -0.5% | 581 | $177K |
| Stephens Consulting, LLC | 0.04% | Reduce -2.0% | 580 | $176K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.28% | No change | 562 | $171K |
| Stuart Chaussee & Associates, Inc. | 0.04% | No change | 556 | $169K |
| TOWER TRUST & INVESTMENT Co | 0.12% | No change | 552 | $168K |
| Evergreen Private Wealth LLC | 0.07% | Reduce -28.7% | 545 | $166K |
| First Financial Corp. | 0.07% | No change | 543 | $165K |
| Central Pacific Bank - Trust Division | 0.02% | Reduce -1.6% | 537 | $163K |
| Tower View Wealth Management LLC | 0.08% | No change | 528 | $161K |
| one8zero8, LLC | 0.04% | No change | 505 | $153K |
| Wellington Shields Capital Management, LLC | 0.03% | No change | 500 | $152K |
| Creekmur Asset Management LLC | 0.03% | No change | 480 | $146K |
| Cheviot Value Management, LLC | 0.02% | No change | 458 | $143K |
| Main Management LLC | 0.01% | Reduce -58.7% | 468 | $142K |
| Mid-American Wealth Advisory Group, Inc. | 0.07% | New | 464 | $141K |
| Cordgrass Capital Advisors, LLC | 0.04% | Add +465.4% | 458 | $139K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 431 | $131K |
| Wellington Shields & Co., LLC | 0.04% | Reduce -18.9% | 430 | $131K |
| Nalls Sherbakoff Group, LLC | 0.09% | No change | 412 | $125K |
| Family Legacy Financial Solutions, LLC | 0.10% | — | 407 | $124K |
| Finley Financial, LLC | 0.06% | No change | 405 | $123K |
| Nkcfo LLC | 0.05% | No change | 400 | $122K |
| Provident Wealth Management, LLC | 0.04% | No change | 400 | $122K |
| Fortis Group Advisors, LLC | 0.02% | No change | 389 | $118K |
| Wallace Hart LLC | 0.09% | New | 384 | $117K |
| Bay Harbor Wealth Management, LLC | 0.03% | Add +5.8% | 382 | $116K |
| Marquette Asset Management, LLC | 0.02% | No change | 371 | $113K |
| Promus Capital, LLC | 0.07% | Add +146.0% | 369 | $112K |
| CGC Financial Services, LLC | 0.04% | No change | 366 | $111K |
| Strategic Investment Solutions, Inc. | 0.03% | Reduce -4.6% | 351 | $107K |
| WealthTrak Capital Management LLC | 0.09% | Reduce -9.1% | 349 | $106K |
| Bellwether Advisors, LLC | 0.02% | No change | 342 | $104K |
| Canton Hathaway, LLC | 0.02% | No change | 340 | $103K |
| Horizon Investments, LLC | 0.00% | No change | 336 | $102K |
| Alpine Bank Wealth Management | 0.01% | New | 325 | $99K |
| Kilter Group LLC | 0.05% | New | 322 | $98K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 320 | $97K |
| Legacies Wealth LLC | 0.06% | Reduce -43.0% | 317 | $96K |
| Gladwyn Financial Advisors, Inc. | 0.07% | — | 315 | $96K |
| Pandora Wealth, Inc. | 0.06% | Reduce -3.1% | 314 | $95K |
| Ballast Advisors LLC | 0.03% | No change | 310 | $94K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | New | 310 | $94K |
| Godsey & Gibb, Inc. | 0.01% | Reduce -10.4% | 302 | $92K |
| Ulland Investment Advisors, LLC | 0.07% | No change | 298 | $91K |
| Nordwand Advisors, LLC | 0.01% | New | 297 | $91K |
| Resources Management Corp. /CT/ | 0.01% | No change | 295 | $90K |
| Motco | 0.01% | Add +12.7% | 284 | $88K |
| Tradewinds Capital Management, LLC | 0.02% | No change | 284 | $86K |
| Activest Wealth Management | 0.02% | No change | 282 | $86K |
| Rogco, LP | 0.03% | Reduce -21.7% | 278 | $84K |
| Semmax Financial Advisors Inc. | 0.02% | Add +198.8% | 257 | $80K |
| Whipplewood Advisors, LLC | 0.04% | Add +25.1% | 264 | $80K |
| Gen-Wealth Partners Inc | 0.03% | No change | 250 | $76K |
| Financial Gravity Companies, Inc. | 0.01% | — | 242 | $74K |
| 2UniFi Bank | 0.04% | Add +15.9% | 240 | $73K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +11.9% | 225 | $68K |
| Westend Capital Management, LLC | 0.02% | No change | 220 | $67K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 215 | $65K |
| Viewpoint Capital Management LLC | 0.03% | Reduce -27.8% | 213 | $65K |
| Towne Trust Company, N.A | 0.02% | No change | 208 | $63K |
| Berkshire Money Management, Inc. | 0.01% | New | 198 | $60K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.02% | New | 197 | $60K |
| Mascoma Wealth Management LLC | 0.01% | No change | 195 | $59K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -11.4% | 194 | $59K |
| Flagship Wealth Advisors, LLC | 0.02% | No change | 187 | $57K |
| Arcadia Investment Management Corp. | 0.01% | No change | 185 | $56K |
| 3Chopt Investment Partners, LLC | 0.01% | Add +1.1% | 181 | $55K |
| Mb, Levis & Associates, LLC | 0.02% | Add +2.8% | 181 | $55K |
| Pineridge Advisors LLC | 0.02% | Reduce -66.5% | 179 | $54K |
| Vestor Capital, LLC | 0.00% | Add +57.4% | 8,000 | $54K |
| Financial Management Professionals, Inc. | 0.01% | Reduce -96.9% | 172 | $52K |
| Hamilton Point Investment Advisors, LLC | 0.01% | No change | 167 | $51K |
| Friedenthal Financial | 0.03% | No change | 166 | $51K |
| Truvestments Capital LLC | 0.01% | Reduce -31.0% | 165 | $50K |
| New England Capital Financial Advisors LLC | 0.02% | No change | 160 | $49K |
| Wagner Wealth Management, LLC | 0.01% | No change | 160 | $49K |
| Vision Financial Markets LLC | 0.05% | No change | 159 | $48K |
| Marshall & Sterling Wealth Advisors Inc. | 0.03% | No change | 158 | $48K |
| Quantum Capital Management, LLC / NJ | 0.01% | Reduce -4.3% | 154 | $47K |
| Duncker Streett & Co. Inc. | 0.01% | Add +24.2% | 154 | $47K |
| FWL Investment Management, LLC | 0.01% | No change | 153 | $47K |
| Anfield Capital Management, LLC | 0.01% | New | 148 | $45K |
| Hartford Financial Management Inc. | 0.01% | Reduce -5.5% | 138 | $42K |
| HFM Investment Advisors, LLC | 0.02% | Reduce -0.8% | 133 | $40K |
| Urban Financial Advisory Corp | 0.02% | No change | 131 | $40K |
| Binnacle Investments Inc | 0.03% | No change | 130 | $40K |
| Inlight Wealth Management, LLC | 0.02% | Reduce -21.0% | 128 | $39K |
| JDM Financial Group LLC | 0.02% | Reduce -54.2% | 125 | $38K |
| Colony Family Offices, LLC | 0.01% | No change | 123 | $37K |
| Stone House Investment Management, LLC | 0.01% | Reduce -88.2% | 116 | $35K |
| MeadowBrook Investment Advisors LLC | 0.03% | No change | 115 | $35K |
| Wells Financial Advisors INC | 0.05% | No change | 112 | $34K |
| Financial Network Wealth Advisors LLC | 0.04% | Reduce -70.6% | 111 | $34K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 110 | $33K |
| Strategic Wealth Investment Group, LLC | 0.05% | New | 108 | $33K |
| 1620 Investment Advisors, Inc. | 0.02% | Reduce -26.2% | 107 | $33K |
| Investors Research Corp | 0.01% | Reduce -72.3% | 101 | $31K |
| Raleigh Capital Management Inc. | 0.01% | No change | 100 | $30K |
| Mountain Hill Investment Partners Corp. | 0.03% | No change | 100 | $30K |
| Kozak & Associates, Inc. | 0.01% | Add +1.0% | 97 | $30K |
| Evolution Wealth Management Inc. | 0.04% | — | 95 | $29K |
| Wealth Preservation Advisors, LLC | 0.02% | No change | 95 | $29K |
| MJT & Associates Financial Advisory Group, Inc. | 0.04% | Add +165.7% | 93 | $28K |
| MTM Investment Management, LLC | 0.01% | No change | 93 | $28K |
| Clark Wealth Partners | 0.02% | No change | 89 | $27K |
| Toth Financial Advisory Corp. | 0.00% | New | 89 | $27K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Reduce -92.3% | 84 | $26K |
| Bangor Savings Bank | 0.00% | No change | 78 | $24K |
| Pinney & Scofield, Inc. | 0.02% | No change | 78 | $24K |
| Tanglewood Legacy Advisors, LLC | 0.01% | New | 77 | $23K |
| Bernard Wealth Management Corp. | 0.01% | Reduce -75.3% | 76 | $23K |
| Ramirez Asset Management, Inc. | 0.00% | No change | 75 | $23K |
| Hoey Investments, Inc. | 0.00% | Add +43.1% | 73 | $22K |
| Broadwater Capital Management LLC | 0.02% | Add +30293.1% | 21,883 | $22K |
| Barnes Dennig Private Wealth Management LLC | 0.03% | Add +2.9% | 71 | $22K |
| WPG Advisers, LLC | 0.02% | No change | 70 | $21K |
| Team Financial Group, LLC | 0.01% | Reduce -91.8% | 67 | $20K |
| Millstone Evans Group, LLC | 0.01% | Reduce -80.9% | 65 | $20K |
| Cooksen Wealth, LLC | 0.02% | Reduce -3.0% | 64 | $19K |
| Innovative Advisory Group, LLC | 0.02% | Add +5.0% | 63 | $19K |
| Fort Vancouver Investment Management, LLC | 0.01% | No change | 61 | $18K |
| City State Bank | 0.01% | No change | 58 | $18K |
| PFS Partners, LLC | 0.01% | No change | 42 | $13K |
| Redmont Wealth Advisors LLC | 0.02% | No change | 41 | $12K |
| Aventus Investment Advisors, Inc. | 0.01% | — | 41 | $12K |
| WestEnd Advisors, LLC | 0.00% | No change | 40 | $12K |
| Chelsea Counsel Co. | 0.01% | No change | 36 | $11K |
| Minot DeBlois Advisors LLC | 0.01% | No change | 36 | $11K |
| PayPay Securities Corp | 0.45% | Reduce -3.2% | 30 | $9K |
| Eq Wealth Advisors, LLC | 0.01% | No change | 30 | $9K |
| Essential Partners LLC | 0.00% | — | 25 | $8K |
| Nova Wealth Management, Inc. | 0.01% | New | 24 | $7K |
| 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 |
| Silicon Valley Capital Partners | 0.00% | Add +1900.0% | 20 | $6K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 17 | $5K |
| Atticus Wealth Management, LLC | 0.00% | No change | 14 | $4K |
| IMG Wealth Management, Inc. | 0.00% | New | 14 | $4K |
| Investment Research & Advisory Group, Inc. | 0.00% | No change | 14 | $4K |
| Total Investment Management Inc. | 0.00% | New | 13 | $4K |
| Perritt Capital Management Inc | 0.00% | No change | 12 | $4K |
| Western Pacific Wealth Management, LP | 0.00% | No change | 11 | $3K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | — | 12 | $3K |
| First Community Trust NA | 0.00% | No change | 9 | $3K |
| Pflug Koory, LLC | 0.00% | New | 6 | $2K |
| Proathlete Wealth Management LLC | 0.00% | New | 5 | $2K |
| Hughes Financial Services, LLC | 0.00% | No change | 4 | $1K |
| Gould Capital, LLC | 0.00% | New | 3 | $912 |
| New Millennium Group LLC | 0.00% | Reduce -99.8% | 1 | $363 |
| Morris Financial Concepts, Inc. | 0.00% | Reduce -100.0% | 1 | $267 |
| Clean Yield Group | 0.00% | Reduce -98.0% | 1 | $250 |
| Beacon Capital Management, Inc. | 0.00% | New | 1 | $106 |
"% 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.