VG Morningstar TS MKT ETF-USVTIETF
13F holders, Q1 2026 (March 31)3,583holders −4
109new positions
113sold out
5famous investors
$251.10avg. 13F price*
At the end of Q1 2026, 3,583 institutions reported holding VG Morningstar TS MKT ETF-US (VTI) in their 13F filings, down 4 from Q4 2025. 109 opened new positions and 113 sold out. The largest holders were Rakuten Investment Management, Inc. ($31.1B), Vanguard Global Advisers, LLC ($11.8B) and Vanguard Advisers Inc. ($9.1B). 5 famous investors held it, including Cliff Asness (0.2% of AQR Capital Management's portfolio), Joel Greenblatt (0.2% of Gotham Asset Management's portfolio) and Mario Gabelli (0.2% of GAMCO Investors's portfolio).
- Company
- VG Morningstar TS MKT ETF-US
- Filed as
- VANGUARD INDEX FDS (Q1 2026)
- CUSIP
- 922908769
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 109 | $294.5M |
| Exits | 113 | $462.6M |
All 13F filers, Q4 2025 → Q1 2026: 217,285,263 shares bought and 19,622,292 shares sold, net +197,662,971 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3,583 holders
| Rakuten Investment Management, Inc. | 63.14% | Add +100.0% | 94,959,476 | $31.1B |
| Vanguard Global Advisers, LLC | 6.35% | — | 36,915,651 | $11.8B |
| Vanguard Advisers Inc. | 35.83% | — | 28,490,615 | $9.1B |
| Betterment LLC | 14.90% | Reduce -2.6% | 24,526,707 | $7.9B |
| Wealthfront Advisers LLC | 12.65% | Reduce -0.3% | 17,969,445 | $5.8B |
| Morgan Stanley | 0.28% | Add +4.0% | 14,341,153 | $4.6B |
| Bank of America Corp. | 0.34% | Add +0.7% | 14,287,409 | $4.6B |
| WealthNavi Inc. | 35.97% | Add +4.4% | 12,935,073 | $4.1B |
| LPL Financial LLC | 0.88% | Reduce -26.7% | 10,325,305 | $3.3B |
| Northern Trust Corp. | 0.41% | Add +0.0% | 9,715,051 | $3.1B |
| Allworth Financial LP | 11.09% | Add +0.1% | 8,504,378 | $2.7B |
| HB Wealth Management, LLC | 17.28% | Add +0.9% | 8,726,405 | $2.7B |
| Creative Planning | 1.33% | Add +0.9% | 6,120,710 | $2.0B |
| Envestnet Asset Management Inc. | 0.52% | Add +4.9% | 6,031,021 | $1.9B |
| Wells Fargo & Company | 0.37% | Add +1.6% | 5,733,299 | $1.8B |
| Ballentine Partners, LLC | 24.75% | Reduce -2.1% | 5,541,921 | $1.8B |
| Narodna banka Slovenska | 58.71% | — | 5,654,304 | $1.8B |
| Forvis Mazars Wealth Advisors, LLC | 30.44% | Add +3.0% | 4,998,917 | $1.6B |
| JPMorgan Chase & Co. | 0.10% | Reduce -3.3% | 4,704,927 | $1.5B |
| UBS Group AG | 0.25% | Add +8.9% | 4,429,630 | $1.4B |
| Sequoia Financial Advisors, LLC | 6.81% | Add +1.9% | 3,787,743 | $1.2B |
| Nissay Asset Management Corp. /Japan | 6.23% | No change | 3,663,005 | $1.2B |
| Cetera Investment Advisers | 1.15% | Add +3.5% | 3,364,602 | $1.1B |
| Raymond James Financial Inc. | 0.29% | Reduce -2.0% | 2,952,890 | $947.3M |
| Royal Bank of Canada | 0.18% | Reduce -4.3% | 2,922,098 | $937.4M |
| Goldman Sachs Group Inc. | 0.12% | Add +22.1% | 2,904,307 | $931.7M |
| Focus Partners Wealth | 0.98% | Add +7.7% | 2,745,961 | $881.4M |
| National Mutual Insurance Federation of Agricultural Cooperatives | 6.64% | No change | 2,686,800 | $862.0M |
| Osaic Holdings, Inc. | 1.23% | Reduce -0.4% | 2,623,638 | $841.9M |
| SCS Capital Management LLC | 8.85% | Add +2.5% | 2,603,399 | $835.2M |
| Savant Capital, LLC | 4.03% | Add +7.2% | 2,597,185 | $833.2M |
| SBI Okasan Asset Management Co.Ltd. | 33.99% | Add +25.9% | 2,661,390 | $829.5M |
| PNC Financial Services Group, Inc. | 0.43% | Reduce -0.8% | 2,337,078 | $749.8M |
| HighTower Advisors, LLC | 0.76% | Add +2.5% | 2,237,801 | $717.9M |
| Facet Wealth, Inc. | 12.40% | Add +3.1% | 2,231,332 | $715.8M |
| Brown Advisory Inc. | 1.16% | Add +1.7% | 2,209,084 | $708.7M |
| Cambridge Investment Research Advisors, Inc. | 1.76% | Add +2.5% | 2,131,861 | $683.9M |
| Mercer Global Advisors Inc. | 0.98% | Add +0.9% | 2,070,334 | $664.0M |
| US Bancorp \de | 0.80% | Add +1.7% | 2,115,013 | $655.7M |
| West Virginia University Foundation, Inc | 39.60% | Add +177.9% | 2,025,931 | $649.9M |
| Cerity Partners LLC | 0.90% | Add +5.8% | 1,984,206 | $637.0M |
| Commonwealth Equity Services, LLC | 0.88% | Reduce -15.1% | 1,969,033 | $631.7M |
| Ameriprise Financial Inc. | 0.14% | Reduce -12.2% | 1,917,767 | $615.3M |
| Corient Private Wealth LP | 0.87% | Add +0.5% | 1,944,482 | $605.3M |
| Mariner, LLC | 0.69% | Add +3.7% | 1,854,681 | $594.5M |
| Bank of New York Mellon Corp | 0.10% | Reduce -16.1% | 1,735,083 | $556.6M |
| Summit Financial, LLC | 7.08% | Add +4.2% | 1,731,717 | $555.6M |
| Cambridge Associates LLC /Ma/ | 8.78% | Reduce -0.6% | 1,715,461 | $550.3M |
| State of Tennessee, Department of Treasury | 1.77% | Add +3.6% | 1,639,763 | $526.1M |
| Ritholtz Wealth Management | 8.76% | Add +9.8% | 1,574,393 | $505.1M |
| FMR LLC | 0.03% | Add +9.1% | 1,486,043 | $476.7M |
| Patriot Investment Management Group, Inc. | 30.05% | Reduce -0.2% | 1,466,525 | $470.5M |
| Foster Group, Inc. | 13.33% | Add +3.9% | 1,396,012 | $447.9M |
| AQR Capital Management | 0.20% | Add +13.4% | 1,391,096 | $446.3M |
| Vanguard National Trust Co | 26.56% | — | 1,313,941 | $421.5M |
| Empower Advisory Group, LLC | 1.08% | Reduce -21.4% | 1,301,303 | $417.5M |
| Moss Adams Wealth Advisors LLC | 29.56% | Add +3.1% | 1,259,916 | $404.2M |
| Symetra Investment Management Co | 34.27% | Add +8.3% | 1,233,045 | $395.6M |
| Ieq Capital, LLC | 1.81% | Add +1.7% | 1,218,091 | $390.8M |
| Truepoint, Inc. | 8.43% | Reduce -1.2% | 1,178,270 | $378.0M |
| Private Advisor Group, LLC | 1.77% | Add +3.1% | 1,175,472 | $377.1M |
| Plancorp, LLC | 10.67% | Add +8.8% | 1,119,760 | $375.2M |
| Sageworth Trust Co | 15.51% | Reduce -2.3% | 1,124,957 | $360.9M |
| Vista Capital Partners, Inc. | 36.08% | Add +0.8% | 1,117,965 | $358.7M |
| Rockefeller Capital Management L.P. | 0.63% | Add +3.3% | 1,103,126 | $353.9M |
| Wealthcare Capital Management LLC | 34.83% | Reduce -0.8% | 1,085,614 | $348.3M |
| Prime Capital Investment Advisors, LLC | 4.02% | Reduce -2.7% | 1,083,783 | $347.7M |
| BlackRock, Inc. | 0.01% | Add +10.8% | 1,083,012 | $347.4M |
| Assetmark, Inc. | 0.68% | Add +1.3% | 1,034,035 | $331.7M |
| Beacon Pointe Advisors, LLC | 1.75% | Add +38.1% | 1,026,467 | $329.3M |
| Bank of Montreal | 0.13% | Add +2.7% | 969,473 | $311.0M |
| Capstone Financial Advisors, Inc. | 16.75% | Add +1.2% | 969,374 | $311.0M |
| Wealthspire Advisors, LLC | 2.43% | Reduce -2.5% | 963,010 | $308.9M |
| Elm Partners Management LLC | 12.97% | Reduce -3.6% | 960,162 | $299.3M |
| Baird Financial Group, Inc. | 0.45% | Add +3.1% | 903,864 | $290.0M |
| Quantinno Capital Management LP | 0.48% | Add +15.7% | 900,091 | $288.8M |
| Caprock Group, LLC | 6.94% | Reduce -0.4% | 891,081 | $285.9M |
| Cresset Asset Management, LLC | 1.20% | Add +5.0% | 860,804 | $276.2M |
| Gibson Capital, LLC | 50.85% | Reduce -1.1% | 851,601 | $273.2M |
| Norinchukin Bank, The | 3.18% | Add +7.6% | 850,500 | $272.8M |
| Verus Financial Partners, Inc. | 24.02% | Add +1.3% | 773,864 | $267.8M |
| Pathstone Holdings, LLC | 1.06% | Add +3.2% | 833,032 | $267.2M |
| Lincoln National Corp. | 7.68% | Add +0.7% | 826,600 | $265.2M |
| Northwestern Mutual Wealth Management Co. | 0.16% | Add +7.3% | 817,443 | $262.2M |
| Truist Financial Corp. | 0.35% | Add +11.8% | 810,869 | $260.1M |
| Vestmark Advisory Solutions, Inc. | 2.87% | Add +12.8% | 806,789 | $258.8M |
| Captrust Financial Advisors | 0.45% | Add +1.3% | 799,543 | $256.5M |
| Apella Capital, LLC | 3.80% | Add +6.0% | 730,033 | $255.9M |
| First Business Financial Services, Inc. | 22.74% | Add +1.1% | 797,187 | $255.7M |
| Laird Norton Wetherby Trust Company, LLC | 5.52% | Add +9.6% | 789,042 | $253.1M |
| Cabot-Wellington, LLC | 73.94% | Add +16.8% | 779,153 | $250.0M |
| Oxford Financial Group, LTD. LLC | 13.38% | Reduce -2.7% | 774,422 | $248.4M |
| Hardy Reed LLC | 18.03% | Add +0.9% | 770,559 | $247.2M |
| VestGen Advisors, LLC | 6.87% | Add +707.2% | 675,470 | $245.1M |
| N.E.W. Advisory Services LLC | 18.21% | Add +5.3% | 759,045 | $243.5M |
| Jones Financial Companies LLLP | 0.12% | Add +20.3% | 773,538 | $242.6M |
| Rebalance, LLC | 13.79% | Reduce -0.8% | 740,556 | $237.6M |
| Kestra Advisory Services, LLC | 0.90% | Add +29.3% | 740,108 | $237.4M |
| Stifel Financial Corp. | 0.22% | Add +0.6% | 738,795 | $237.0M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.86% | — | 695,186 | $223.0M |
| Trilogy Capital Inc. | 9.75% | Add +1.8% | 682,240 | $218.9M |
| Boston Standard Wealth Management, LLC | 35.36% | Reduce -0.3% | 668,053 | $216.0M |
| Sei Investments Co. | 0.20% | Add +13.0% | 661,433 | $212.2M |
| Stephens Inc. | 2.64% | Reduce -2.4% | 657,184 | $210.8M |
| Evoke Wealth, LLC | 3.84% | Add +2.6% | 648,887 | $208.2M |
| Investure, LLC | 10.16% | Add +3.0% | 645,651 | $207.1M |
| Orion Porfolio Solutions, LLC | 1.72% | Reduce -9.0% | 629,686 | $202.0M |
| Cardinal Point Capital Management ULC | 12.04% | Add +5.2% | 611,956 | $196.3M |
| Agf Management Ltd. | 0.88% | Reduce -2.6% | 607,324 | $194.9M |
| Obermeyer Wealth Partners | 8.89% | Add +212.8% | 601,790 | $193.1M |
| Focus Partners Advisor Solutions, LLC | 1.93% | Add +18.9% | 596,293 | $191.3M |
| Allen Investment Management, LLC | 2.36% | Reduce -0.6% | 594,697 | $190.8M |
| Tanglewood Wealth Management, Inc. | 15.78% | Add +5.4% | 594,030 | $190.6M |
| Constellation Investments, Inc. | 6.26% | No change | 587,923 | $188.6M |
| Oakwell Private Wealth Management, LLC | 33.44% | Add +8.0% | 583,858 | $187.3M |
| Sendero Wealth Management, LLC | 20.66% | Add +0.5% | 582,137 | $186.8M |
| SBI Securities Co., Ltd. | 5.11% | Reduce -2.1% | 581,046 | $186.4M |
| Fifth Third Bancorp | 0.34% | Add +100.8% | 577,193 | $185.2M |
| Zhang Financial LLC | 6.25% | Add +2.8% | 563,420 | $180.8M |
| Two Sigma Investments, LP | 0.15% | Add +81.9% | 552,439 | $177.2M |
| Clearstead Advisors, LLC | 1.59% | Add +282.8% | 542,873 | $174.2M |
| Chai Trust Co. LLC | 14.70% | Add +0.2% | 541,481 | $173.7M |
| Briaud Financial Planning Inc | 45.34% | Reduce -2.0% | 539,110 | $172.9M |
| Beacon Investment Advisory Services, Inc. | 7.15% | Add +1.2% | 536,189 | $172.0M |
| Moneta Group Investment Advisors LLC | 1.28% | Add +0.4% | 529,490 | $169.9M |
| Joel Isaacson & Co., LLC | 5.58% | Add +3.3% | 524,833 | $168.4M |
| MAI Capital Management | 0.94% | Add +27.7% | 515,234 | $165.3M |
| Compass Ion Advisors, LLC | 15.73% | Reduce -1.2% | 514,573 | $165.1M |
| Glenmede Trust Co. NA | 0.80% | Reduce -0.0% | 509,226 | $163.4M |
| Topsail Wealth Management, LLC | 24.01% | Reduce -0.2% | 507,231 | $162.7M |
| AlTi Global, Inc. | 3.50% | Add +1.6% | 500,692 | $160.8M |
| Alps Advisors Inc. | 0.75% | Add +2.2% | 496,922 | $159.4M |
| Envestnet Portfolio Solutions, Inc. | 0.88% | Reduce -14.1% | 496,591 | $159.3M |
| Wedmont Private Capital | 5.11% | Add +11.6% | 475,275 | $158.6M |
| Legacy Private Trust Co. | 9.66% | Reduce -1.5% | 487,405 | $156.4M |
| Cardiff Park Advisors, LLC | 12.28% | Add +3.0% | 478,643 | $153.6M |
| RW Investment Management LLC | 14.47% | — | 466,024 | $149.5M |
| Towneley Capital Management, Inc / DE | 31.11% | Add +1.2% | 463,348 | $148.6M |
| CoreCap Advisors, LLC | 5.05% | Add +4.1% | 462,359 | $148.3M |
| Diversified Portfolios, Inc. | 12.07% | Reduce -0.1% | 457,854 | $146.9M |
| MML Investors Services, LLC | 0.41% | Reduce -5.0% | 455,873 | $146.2M |
| Beacon Wealthcare LLC | 51.10% | Reduce -2.9% | 451,671 | $144.9M |
| Lido Advisors, LLC | 0.57% | Reduce -0.2% | 451,161 | $144.7M |
| Roble, Belko & Company, Inc | 17.60% | Add +3.6% | 431,499 | $138.4M |
| Gleason Group, Inc. | 13.67% | Add +2.4% | 430,220 | $138.0M |
| Sage Mountain Advisors LLC | 9.39% | Add +0.3% | 418,114 | $134.1M |
| D'Orazio & Associates, Inc. | 17.21% | Add +1.5% | 414,124 | $132.9M |
| Wealthcare Advisory Partners LLC | 2.57% | Add +15.7% | 411,337 | $132.0M |
| Equitable Holdings, Inc. | 0.85% | Reduce -0.1% | 393,420 | $131.9M |
| Turim 21 Investimentos Ltda. | 33.03% | Add +54.6% | 202,435 | $131.7M |
| D.A. Davidson & Co. | 0.79% | Reduce -2.0% | 407,604 | $130.8M |
| CIBC Bancorp USA Inc. | 0.17% | — | 400,852 | $128.6M |
| Golden Reserve Retirement LLC | 26.30% | Reduce -4.1% | 397,278 | $127.5M |
| Rainwater Charitable Foundation | 65.39% | Add +29.0% | 394,751 | $126.6M |
| Astoria Strategic Wealth, Inc. | 31.83% | Add +1.4% | 390,811 | $125.4M |
| Avalon Advisory Group | 50.24% | Add +4.6% | 388,171 | $124.5M |
| NewEdge Advisors, LLC | 0.44% | Reduce -9.2% | 381,666 | $122.4M |
| Citigroup Inc. | 0.08% | Reduce -6.7% | 373,793 | $119.9M |
| Blair William & Co. | 0.34% | Add +10.1% | 372,371 | $119.5M |
| Pinnacle Associates Ltd. | 1.52% | Add +3.9% | 368,526 | $118.2M |
| Alliancebernstein L.P. | 0.04% | Add +0.9% | 349,294 | $117.1M |
| NewSquare Capital LLC | 10.19% | Add +3.3% | 364,503 | $116.9M |
| Provida Pension Fund Administrator | 1.96% | Reduce -74.6% | 362,993 | $116.5M |
| Financial Engines Advisors L.L.C. | 0.23% | Reduce -5.8% | 360,452 | $115.6M |
| HUB Investment Partners, LLC | 2.83% | Add +13.0% | 360,285 | $115.6M |
| Victory Capital Management Inc. | 0.07% | Add +8.2% | 358,501 | $115.0M |
| Revolve Wealth Partners, LLC | 14.83% | Reduce -7.9% | 355,863 | $114.2M |
| Seaside Wealth Management, Inc. | 32.07% | Add +2.0% | 355,403 | $114.0M |
| Heck Capital Advisors, LLC | 8.34% | Reduce -2.2% | 350,301 | $112.4M |
| First National Bank & Trust Co. of Newtown | 24.06% | Reduce -19.4% | 347,721 | $111.5M |
| HRT Financial LP | 0.28% | Add +6.9% | 346,672 | $111.2M |
| GM Advisory Group, LLC | 4.26% | Add +4.3% | 344,929 | $110.7M |
| Bell Bank | 4.64% | Add +2.2% | 341,452 | $109.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +875.9% | 339,600 | $108.9M |
| Mission Wealth Management, LP | 2.27% | Add +3.2% | 338,497 | $108.6M |
| Stuart Investment Advisors, Inc. | 47.35% | New | 337,854 | $108.4M |
| GeoWealth Management, LLC | 3.90% | Reduce -1.5% | 337,380 | $108.2M |
| Lhm, Inc. | 42.55% | Reduce -0.3% | 336,896 | $108.1M |
| Landaas & Co. /Wi | 23.62% | Reduce -1.7% | 335,642 | $107.7M |
| Busey Bank | 2.92% | Add +5.7% | 335,088 | $107.5M |
| Waverly Advisors, LLC | 0.81% | Add +6.1% | 334,843 | $107.4M |
| Global Endowment Management, LP | 11.97% | Add +18.8% | 334,452 | $107.3M |
| BIP Wealth, LLC | 4.36% | Reduce -2.8% | 334,403 | $107.3M |
| Efficient Advisors, LLC | 7.57% | Reduce -11.5% | 332,381 | $106.6M |
| Kinsale Capital Group, Inc. | 16.78% | No change | 326,312 | $104.7M |
| Omnia Family Wealth, LLC | 32.70% | Reduce -0.9% | 323,530 | $103.8M |
| Cliffwater LLC | 27.34% | Reduce -6.5% | 321,612 | $103.2M |
| Stash Investments, LLC | 39.99% | Add +7.4% | 321,432 | $103.1M |
| Regions Financial Corp. | 0.67% | Reduce -2.9% | 320,890 | $102.9M |
| Segment Wealth Management, LLC | 6.03% | Reduce -0.6% | 320,507 | $102.8M |
| Bank of Hawaii | 5.34% | Reduce -3.2% | 317,672 | $101.9M |
| Zions Bancorporation, National Association | 6.49% | Reduce -2.0% | 313,698 | $100.6M |
| CENTRAL TRUST Co | 1.98% | Reduce -3.3% | 313,139 | $100.5M |
| Mather Group, Llc. | 1.00% | Reduce -1.0% | 312,670 | $100.3M |
| Yarbrough Capital, LLC | 3.50% | No change | 310,912 | $99.7M |
| SAM Advisors, LLC | 31.17% | Add +1.4% | 309,975 | $99.4M |
| Composition Wealth, LLC | 1.34% | Add +2.6% | 305,028 | $97.9M |
| Modern Wealth Management, LLC | 1.65% | Reduce -2.4% | 297,760 | $96.2M |
| Fund Evaluation Group, LLC | 2.92% | Add +5818.0% | 296,314 | $95.1M |
| Luminvest Wealth Management LLC | 24.76% | Add +2.4% | 287,394 | $94.7M |
| KMT Wealth Management, LLC | 50.80% | Add +3.0% | 291,438 | $93.5M |
| Bessemer Group Inc. | 0.15% | Reduce -2.5% | 290,715 | $93.3M |
| Brighton Jones LLC | 2.06% | Reduce -1.6% | 290,697 | $93.3M |
| AMG National Trust Bank | 2.02% | Add +5.2% | 290,404 | $93.2M |
| Commerce Bank | 0.44% | Add +27.4% | 284,975 | $91.4M |
| Pinnacle Financial Partners, Inc. | 0.69% | Reduce -1.7% | 280,751 | $90.1M |
| AEGON USA Investment Management, LLC | 88.77% | Reduce -1.5% | 280,031 | $89.8M |
| Cherrydale Wealth Management, LLC | 27.71% | Add +2.8% | 279,602 | $89.7M |
| First National Bank of Omaha | 2.75% | Add +2.0% | 284,832 | $88.9M |
| SYM FINANCIAL Corp | 8.87% | Add +8.2% | 276,653 | $88.8M |
| Merit Financial Group, LLC | 0.66% | Reduce -9.5% | 275,951 | $88.5M |
| GP Brinson Investments LLC | 40.16% | No change | 275,843 | $88.5M |
| AllGen Financial Advisors, Inc. | 20.98% | Add +2.4% | 275,602 | $88.4M |
| Basecamp Wealth Advisors LLC | 18.28% | Add +3.4% | 275,369 | $88.3M |
| Becker Capital Management Inc. | 2.59% | Add +1.9% | 274,980 | $88.2M |
| GSG Advisors LLC | 22.77% | Add +2.5% | 273,203 | $87.6M |
| Bridgewater Advisors Inc. | 5.19% | Add +6.4% | 239,288 | $87.3M |
| TruWealth Advisors, LLC | 4.11% | Reduce -19.5% | 266,959 | $85.6M |
| Sunesis Advisors, LLC | 38.66% | Add +0.4% | 266,662 | $85.5M |
| EP Wealth Advisors, LLC | 0.42% | Add +2.8% | 265,766 | $85.3M |
| Baker Avenue Asset Management, LP | 1.90% | Add +5.1% | 259,920 | $83.4M |
| Circle Wealth Management, LLC | 1.19% | Add +0.3% | 259,122 | $83.1M |
| &partners | 0.41% | Add +6.1% | 258,527 | $83.0M |
| Garde Capital, Inc. | 4.96% | Add +1.0% | 258,323 | $82.9M |
| TD Capital Management LLC | 7.44% | Add +0.1% | 257,701 | $82.7M |
| Shade Tree Advisors LLC | 58.52% | Add +5.4% | 254,654 | $81.7M |
| LaSalle St. Investment Advisors, LLC | 11.40% | Add +1.0% | 252,254 | $80.9M |
| Operose Advisors LLC | 18.33% | Add +4.5% | 246,443 | $79.1M |
| Regent Peak Wealth Advisors LLC | 15.99% | Reduce -4.4% | 244,405 | $78.4M |
| Haverford Trust Co | 0.71% | Add +0.6% | 243,111 | $78.0M |
| Prospera Capital Management, LLC | 39.02% | Add +1.8% | 242,408 | $77.8M |
| St. Louis Trust Co | 9.06% | Add +2.2% | 241,786 | $77.6M |
| Northstar Group, Inc. | 11.29% | Add +1.6% | 240,162 | $77.0M |
| Hassell Wealth Management, LLC | 25.68% | Add +2.2% | 238,546 | $76.5M |
| Ellevest, Inc. | 10.44% | Add +3.7% | 234,031 | $75.1M |
| GuidedMoney, LLC | 39.37% | Add +5.2% | 233,776 | $75.0M |
| Wilmington Savings Fund Society, FSB | 1.77% | Reduce -2.5% | 231,862 | $74.4M |
| Janney Montgomery Scott LLC | 0.18% | Add +4.5% | 230,812 | $74.0M |
| Nadler Financial Group, Inc. | 7.09% | Reduce -0.9% | 229,378 | $73.6M |
| Tidal Investments LLC | 0.23% | Add +8.7% | 228,958 | $73.5M |
| Affiance Financial, LLC | 11.86% | Add +9.9% | 227,871 | $73.1M |
| Nicholas Hoffman & Company, LLC. | 1.68% | Add +9.2% | 226,353 | $72.6M |
| Stratos Wealth Partners, LTD. | 0.83% | Reduce -4.6% | 225,379 | $72.3M |
| Farther Finance Advisors, LLC | 0.68% | Add +14.7% | 222,568 | $71.9M |
| Baker Ellis Asset Management LLC | 8.46% | Reduce -0.5% | 222,130 | $71.3M |
| Abacus Planning Group, Inc. | 9.54% | Reduce -0.7% | 220,983 | $70.9M |
| Libra Wealth LLC | 19.82% | Add +3.8% | 219,258 | $70.3M |
| Advisory Services Network, LLC | 0.92% | Add +15.3% | 216,463 | $69.4M |
| WBH Advisory Inc. | 5.18% | Reduce -0.3% | 214,106 | $69.2M |
| Evensky & Katz LLC | 3.93% | Reduce -4.7% | 215,643 | $69.2M |
| Hirtle & Co., LLC | 2.69% | Reduce -8.9% | 215,155 | $69.0M |
| Twin Focus Capital Partners, LLC | 7.93% | Reduce -4.2% | 215,023 | $69.0M |
| Park Avenue Securities LLC | 0.54% | Add +1.6% | 214,039 | $68.7M |
| Independent Order of Foresters | 67.35% | No change | 213,865 | $68.6M |
| ETF Portfolio Partners, Inc. | 18.02% | Add +0.2% | 213,806 | $68.6M |
| Steward Partners Investment Advisory, LLC | 0.35% | Add +10.1% | 213,792 | $68.6M |
| First Bank & Trust | 10.97% | Reduce -0.3% | 212,363 | $68.1M |
| Asset Allocation & Management Company, LLC | 25.19% | Add +0.5% | 210,203 | $67.4M |
| Choreo, LLC | 0.83% | Add +1.2% | 209,912 | $67.3M |
| Unconventional Investor, LLC | 31.68% | Add +1.5% | 207,973 | $66.7M |
| Gotham Asset Management | 0.20% | Add +68.2% | 207,679 | $66.6M |
| Obsido Oy | 40.21% | Add +4.9% | 207,234 | $66.5M |
| Tanager Wealth Management LLP | 6.42% | Add +4.0% | 206,819 | $66.3M |
| Cwm, LLC | 0.17% | Add +1.9% | 206,746 | $66.3M |
| Jaffetilchin Investment Partners, LLC | 3.89% | Reduce -13.4% | 203,875 | $65.4M |
| Cedar Wealth Management, LLC | 18.77% | No change | 201,060 | $64.5M |
| Bailard, Inc. | 1.47% | Reduce -1.4% | 199,297 | $63.9M |
| OneDigital Investment Advisors LLC | 0.61% | Add +1.9% | 195,878 | $62.8M |
| Arlington Trust Co LLC | 5.48% | Add +1.0% | 193,849 | $62.2M |
| Howe & Rusling Inc. | 4.04% | Add +3.8% | 192,890 | $61.9M |
| Arax Advisory Partners | 1.72% | Add +12.4% | 190,257 | $61.0M |
| Winthrop Advisory Group LLC | 4.98% | Add +1.2% | 190,049 | $61.0M |
| Main Street Financial Solutions, LLC | 4.45% | Add +1.3% | 189,912 | $60.9M |
| Smith, Moore & Co. | 4.42% | Add +0.4% | 189,090 | $60.7M |
| North Star Asset Management Inc. | 2.59% | Add +1.3% | 186,455 | $59.8M |
| Integrated Wealth Concepts LLC | 0.48% | Add +46.2% | 185,666 | $59.6M |
| Manske Wealth Management | 16.67% | Add +7.0% | 185,502 | $59.5M |
| Pennington Partners & Co., LLC | 20.28% | Add +3.2% | 184,540 | $59.2M |
| Hanover Advisors Inc. | 24.02% | Reduce -1.2% | 184,267 | $59.1M |
| Nuveen, LLC | 0.02% | Add +16.8% | 183,796 | $59.0M |
| Pinnacle Wealth Management Advisory Group, LLC | 4.03% | Add +6.5% | 183,598 | $58.9M |
| Procyon Advisors, LLC | 2.86% | Reduce -2.5% | 182,106 | $58.4M |
| Everhart Financial Group, Inc. | 4.91% | Reduce -2.5% | 179,893 | $57.7M |
| REAP Financial Group, LLC | 11.35% | Add +13.3% | 179,270 | $57.5M |
| Magnolia Wealth Management, LLC | 33.39% | Add +1.2% | 178,620 | $57.3M |
| Bartlett & Co. Wealth Management LLC | 0.72% | Add +1.9% | 160,191 | $56.7M |
| Battery Global Advisors, LLC | 30.27% | Add +47250.1% | 175,669 | $56.4M |
| Raffa Wealth Management, LLC | 8.80% | Add +2.2% | 175,690 | $56.3M |
| Concurrent Investment Advisors, LLC | 0.61% | Add +3.7% | 175,449 | $56.3M |
| Wellspring Financial Advisors, LLC | 4.21% | Reduce -0.2% | 6,161,979 | $56.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.82% | Add +6.8% | 174,787 | $56.1M |
| Greenline Partners, LLC | 5.99% | Add +1.8% | 173,834 | $55.8M |
| Kearns & Associates LLC | 29.97% | Reduce -0.7% | 173,616 | $55.7M |
| Proffitt & Goodson Inc. | 8.60% | Reduce -0.2% | 173,405 | $55.6M |
| Modera Wealth Management, LLC | 0.66% | Add +0.3% | 171,405 | $55.0M |
| Level Wealth Management LLC | 25.62% | Add +8.9% | 170,460 | $54.7M |
| Principal Securities, Inc. | 0.80% | Add +7.9% | 170,307 | $54.6M |
| Choate Investment Advisors | 1.07% | Add +0.7% | 169,996 | $54.5M |
| BostonPremier Wealth LLC | 28.13% | Add +1.6% | 169,681 | $54.4M |
| Wrenne Financial Planning LLC | 21.28% | Add +7.8% | 169,193 | $54.3M |
| Quaker Wealth Management, LLC | 16.88% | Add +4.6% | 168,373 | $54.0M |
| Atria Investments, Inc | 0.60% | Add +55.7% | 167,879 | $53.9M |
| Rwa Wealth Partners, LLC | 0.59% | Add +4.9% | 167,805 | $53.8M |
| Taiyo Life Insurance Co. | 5.88% | No change | 166,000 | $53.3M |
| Total Investment Management Inc. | 6.20% | New | 165,873 | $53.2M |
| Morningstar Investment Management LLC | 3.28% | Reduce -22.6% | 165,190 | $53.0M |
| Tumwater Wealth Management, LLC | 21.22% | Add +1.0% | 164,468 | $52.8M |
| Evanson Asset Management, LLC | 2.82% | Add +0.5% | 163,814 | $52.6M |
| Allegiance Financial Group Advisory Services LLC | 10.45% | Add +7.1% | 163,814 | $52.5M |
| Diversified Trust Co. | 0.97% | Add +11.2% | 162,183 | $52.0M |
| Invst, LLC | 5.85% | Reduce -3.7% | 161,223 | $51.7M |
| Harbour Investments, Inc. | 0.80% | Add +50.3% | 160,840 | $51.6M |
| Smith & Howard Wealth Management, LLC | 11.09% | Add +0.2% | 159,786 | $51.3M |
| Opus Investment Management Inc. | 30.38% | No change | 158,711 | $50.9M |
| Flputnam Investment Management Co. | 0.76% | Add +3.6% | 158,272 | $50.8M |
| Arkadios Wealth Advisors | 0.84% | Add +63.4% | 157,372 | $50.5M |
| Ashford Advisors, LLC | 11.76% | Add +0.0% | 157,362 | $50.5M |
| WealthPlan Investment Management, LLC | 2.80% | Reduce -11.3% | 156,274 | $50.1M |
| NewEdge Wealth, LLC | 0.59% | Reduce -30.8% | 155,397 | $49.9M |
| Brookwood Investment Group LLC | 6.33% | Add +7.5% | 154,810 | $49.7M |
| Family CFO Inc | 22.19% | Reduce -0.4% | 154,451 | $49.5M |
| Johnson Financial Group, LLC | 3.29% | Reduce -8.9% | 154,167 | $49.5M |
| Parallel Advisors, LLC | 0.89% | Add +2.9% | 153,820 | $49.3M |
| Aberdeen Wealth Management LLC | 22.37% | Reduce -1.1% | 152,967 | $49.1M |
| Beacon Capital Management, LLC | 8.57% | Reduce -15.1% | 151,381 | $48.6M |
| Equita Financial Network, Inc. | 15.20% | Reduce -5.9% | 150,648 | $48.3M |
| JMG Financial Group, Ltd. | 1.33% | Reduce -0.2% | 150,404 | $48.3M |
| Altus Wealth Management, LLC | 21.44% | Add +0.1% | 150,340 | $48.2M |
| PFG Advisors | 2.35% | Add +5.0% | 150,333 | $48.2M |
| Seeds Investor LLC | 6.56% | Add +1.0% | 140,674 | $48.2M |
| Coldstream Capital Management Inc. | 0.60% | Reduce -3.1% | 150,033 | $48.1M |
| MorganRosel Wealth Management, LLC | 18.91% | Reduce -37.5% | 149,452 | $47.9M |
| Principal Financial Group Inc. | 0.03% | Reduce -0.1% | 146,996 | $47.2M |
| Cerity Partners Retirement Plan Advisors LLC | 24.07% | — | 146,827 | $47.1M |
| Baron Silver Stevens Financial Advisors, LLC | 6.83% | Reduce -0.6% | 146,799 | $47.1M |
| Wood Tarver Financial Group, LLC | 12.97% | Reduce -9.7% | 146,291 | $46.9M |
| Pure Financial Advisors, LLC | 0.68% | Reduce -0.6% | 145,577 | $46.7M |
| National Philanthropic Trust | 0.49% | Add +6.5% | 144,422 | $46.3M |
| North Star Investment Management Corp. | 2.81% | Add +0.7% | 144,082 | $46.2M |
| jvl associates llc | 15.45% | Reduce -1.7% | 143,604 | $46.1M |
| J. R. Prunier Capital Management LLC | 19.53% | Reduce -0.1% | 143,243 | $46.0M |
| Rosenberg Matthew Hamilton | 9.30% | Reduce -1.7% | 141,461 | $45.4M |
| Robertson Stephens Wealth Management, LLC | 1.27% | Reduce -16.3% | 141,067 | $45.3M |
| Linscomb Wealth, Inc. | 2.01% | Reduce -7.0% | 140,659 | $45.1M |
| Gibson Wealth Advisors LLC | 30.18% | Add +3.0% | 140,361 | $45.0M |
| Chicago Partners Investment Group LLC | 1.00% | Add +10.0% | 127,824 | $44.9M |
| Independent Financial Group, LLC | 1.00% | Reduce -0.2% | 139,532 | $44.8M |
| Optas, LLC | 6.77% | Add +1.3% | 139,483 | $44.7M |
| Briggs Wealth Management, Inc | 47.23% | Add +2.5% | 138,816 | $44.5M |
| Cypress Capital, LLC | 12.65% | Reduce -0.6% | 138,494 | $44.4M |
| Brooklyn FI, LLC | 9.26% | Reduce -8.0% | 137,422 | $44.1M |
| Tennessee Valley Asset Management Partners | 5.74% | Reduce -4.1% | 135,483 | $43.5M |
| Nisa Investment Advisors, LLC | 0.16% | Reduce -0.5% | 135,428 | $43.4M |
| Franklin Resources Inc. | 0.01% | Add +8.2% | 135,261 | $43.4M |
| First Western Trust Bank | 2.19% | Add +7099.6% | 135,208 | $43.4M |
| Wick Capital Partners, LLC | 7.88% | Add +1.4% | 134,689 | $43.2M |
| Vise Technologies, Inc. | 0.85% | No change | 128,812 | $43.2M |
| Michael & Susan Dell Foundation | 1.52% | No change | 134,575 | $43.2M |
| Red Wave Investments LLC | 12.90% | Reduce -3.3% | 134,523 | $43.2M |
| Capitol Family Office, Inc. | 50.87% | No change | 128,485 | $43.1M |
| White Wing Wealth Management | 25.81% | Add +1.4% | 134,047 | $43.0M |
| Mallini Complete Financial Planning LLC | 37.07% | Add +3.2% | 133,910 | $43.0M |
| FRG Family Wealth Advisors LLC | 7.03% | Reduce -0.9% | 133,812 | $42.9M |
| Navigation Group, LLC | 10.00% | — | 133,142 | $42.7M |
| Balentine LLC | 1.72% | Reduce -1.9% | 132,975 | $42.7M |
| Valmark Advisers, Inc. | 0.51% | Add +3.7% | 132,966 | $42.7M |
| Flagship Harbor Advisors, LLC | 1.87% | Reduce -0.5% | 132,426 | $42.5M |
| Gross & Hartman Investments LLC | 22.06% | Add +11.9% | 132,232 | $42.4M |
| New England Private Wealth Advisors LLC | 4.82% | Add +1.8% | 130,731 | $41.7M |
| Pacific Center for Financial Services | 10.57% | Reduce -6.5% | 129,948 | $41.7M |
| Independent Advisor Alliance | 0.44% | Add +178.4% | 129,153 | $41.4M |
| Morling Financial Advisors, LLC | 12.76% | Add +5.3% | 129,055 | $41.4M |
| Guardsman Private Capital Management, Inc. | 32.21% | Add +9.3% | 128,515 | $41.2M |
| CGN Advisors LLC | 3.26% | Add +2.2% | 128,493 | $41.2M |
| Penney Financial, LLC | 15.81% | Add +3.5% | 128,417 | $41.2M |
| Tide Cove Capital Partners LLC | 27.86% | Reduce -18.8% | 116,393 | $40.9M |
| Cary Street Partners Financial LLC | 1.01% | Add +1.2% | 127,245 | $40.8M |
| BCM Advisors, LLC | 8.04% | Reduce -10.3% | 115,069 | $40.7M |
| VERITY Wealth Advisors | 27.07% | Reduce -3.0% | 126,339 | $40.5M |
| Bfsg, LLC | 3.84% | Add +4.2% | 126,285 | $40.5M |
| Prudent Man Advisors, LLC | 12.00% | Reduce -6.8% | 124,649 | $40.0M |
| Cozad Asset Management Inc. | 3.13% | Add +1.8% | 124,213 | $39.8M |
| United Capital Financial Advisors, LLC | 0.25% | Reduce -0.1% | 124,054 | $39.8M |
| RIA Advisory Group LLC | 9.72% | Add +5.8% | 123,804 | $39.7M |
| Prentice Wealth Management LLC | 8.90% | Reduce -41.5% | 122,977 | $39.5M |
| Sanctuary Advisors, LLC | 0.21% | Add +0.5% | 122,012 | $39.1M |
| Keystone Financial Group | 2.69% | Add +1.3% | 121,278 | $39.1M |
| EverSource Wealth Advisors, LLC | 1.19% | Add +27.0% | 121,578 | $39.0M |
| BWM Planning, LLC | 10.28% | Add +9.6% | 121,477 | $39.0M |
| Telos Capital Management, Inc. | 3.73% | Reduce -2.5% | 121,288 | $38.9M |
| Fifth Third Securities, Inc. | 2.52% | Reduce -1.9% | 121,249 | $38.9M |
| Sterling Wealth Management, Inc. | 10.63% | Add +2.2% | 120,726 | $38.7M |
| Bleakley Financial Group, LLC | 0.60% | Add +17.7% | 120,411 | $38.6M |
| Annex Advisory Services, LLC | 0.72% | Reduce -2.6% | 119,991 | $38.5M |
| Root Financial Partners, LLC | 1.77% | Add +24.3% | 119,196 | $38.2M |
| O'shaughnessy Asset Management, LLC | 0.19% | Add +33.1% | 118,617 | $38.1M |
| Breakwater Investment Management | 14.01% | Reduce -2.4% | 117,486 | $37.7M |
| OLIO Financial Planning | 10.37% | Reduce -1.7% | 116,729 | $37.4M |
| Annis Gardner Whiting Capital Advisors, LLC | 5.98% | Add +8.3% | 116,329 | $37.3M |
| Connecticut Wealth Management, LLC | 1.54% | Reduce -1.6% | 114,883 | $36.9M |
| Manuka Financial, LLC | 22.72% | Add +4.5% | 114,655 | $36.8M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4.47% | Add +0.5% | 114,103 | $36.6M |
| One Degree Advisors Inc | 9.57% | Add +1.6% | 113,678 | $36.5M |
| M&T Bank Corp | 0.12% | Reduce -1.1% | 112,404 | $36.1M |
| Integris Wealth Management, LLC | 8.13% | Add +1.6% | 110,229 | $35.4M |
| Perigon Wealth Management, LLC | 0.64% | Reduce -18.3% | 110,148 | $35.3M |
| Gryphon Financial Partners LLC | 3.67% | Reduce -3.7% | 109,257 | $35.1M |
| Roundview Capital LLC | 2.18% | Add +1.4% | 109,247 | $35.0M |
| Scissortail Wealth Management, LLC | 7.00% | Reduce -10.6% | 108,648 | $34.8M |
| My Personal CFO, LLC | 15.23% | Reduce -1.2% | 108,406 | $34.8M |
| First PREMIER Bank | 8.03% | Reduce -5.0% | 108,390 | $34.8M |
| AlphaCore Capital LLC | 0.82% | Add +13.1% | 108,125 | $34.7M |
| Smithfield Trust Co | 1.51% | Add +0.1% | 108,007 | $34.6M |
| Susquehanna International Group, LLP | 0.04% | Add +80.1% | 107,282 | $34.4M |
| Foundation Wealth Management, LLC\PA | 12.09% | Add +9.5% | 106,859 | $34.3M |
| Clark Asset Management, LLC | 3.22% | Add +13.8% | 106,809 | $34.3M |
| XY Planning Network, Inc. | 5.45% | Reduce -8.0% | 105,586 | $34.1M |
| Bush Investment Group, LLC | 18.61% | Add +4.7% | 106,153 | $34.1M |
| Stone Loft Wealth Management LLC | 24.16% | Add +27.2% | 105,412 | $33.8M |
| Weinberger Asset Management, Inc | 12.58% | Reduce -4.2% | 104,582 | $33.6M |
| KCM Investment Advisors LLC | 1.12% | Reduce -0.0% | 104,346 | $33.5M |
| Advyzon Investment Management, LLC | 2.99% | Reduce -1.9% | 104,187 | $33.4M |
| HBK Sorce Advisory LLC | 0.68% | Reduce -0.6% | 91,912 | $33.4M |
| Compass Financial Group, INC | 4.66% | Reduce -3.2% | 103,907 | $33.3M |
| Chandler Asset Management, Inc. | 5.05% | Add +1.2% | 103,825 | $33.3M |
| FSM Wealth Advisors, LLC | 4.28% | Add +9.5% | 103,782 | $33.3M |
| Midwest Trust Co | 0.41% | Add +10.1% | 103,534 | $33.2M |
| GenTrust, LLC | 1.42% | Reduce -6.2% | 103,314 | $33.1M |
| CWA Asset Management Group, LLC | 1.13% | Add +3.9% | 102,488 | $32.9M |
| Jacobi Capital Management LLC | 1.84% | Add +1.6% | 102,415 | $32.9M |
| Axxcess Wealth Management, LLC | 1.05% | Add +15.7% | 101,807 | $32.7M |
| Sentinel Trust Co. Lba | 3.23% | Add +0.6% | 101,350 | $32.5M |
| Clarity Wealth Advisors, LLC | 6.65% | Add +0.8% | 100,696 | $32.3M |
| B&D White Capital Company, LLC | 3.99% | Reduce -1.9% | 100,649 | $32.3M |
| Allspring Global Investments Holdings, LLC | 0.05% | Add +13.7% | 99,799 | $32.3M |
| Foundations Investment Advisors, LLC | 0.40% | Reduce -4.4% | 100,287 | $32.2M |
| World Investment Advisors | 0.52% | Add +1.0% | 100,215 | $32.1M |
| Washburn Capital Management, Inc. | 18.66% | Reduce -0.3% | 100,138 | $32.1M |
| David Kennon Inc | 11.45% | Reduce -2.7% | 99,559 | $31.9M |
| Blankinship & Foster, LLC | 6.96% | Reduce -2.6% | 98,159 | $31.5M |
| Burns J W & Co. Inc. | 3.57% | Add +3.1% | 97,060 | $31.1M |
| Barrett & Company, Inc. | 10.71% | Add +3.5% | 97,024 | $31.1M |
| Beacon Financial Strategies CORP | 17.66% | Reduce -3.2% | 96,966 | $31.1M |
| Frank, Rimerman Advisors LLC | 2.03% | Reduce -0.9% | 96,583 | $31.0M |
| Portfolio Strategies, Inc. | 3.81% | Add +3.7% | 95,555 | $30.9M |
| Safe Harbor Family Capital, LLC | 24.07% | Add +16.1% | 95,896 | $30.8M |
| Ashford Capital Management Inc. | 3.79% | Add +1.9% | 95,654 | $30.7M |
| Keybank National Association | 0.11% | Add +5.0% | 95,617 | $30.7M |
| Woodmont Investment Counsel LLC | 1.87% | Add +1.3% | 94,555 | $30.3M |
| U.S. Capital Wealth Advisors, LLC | 0.76% | Add +3.0% | 94,423 | $30.3M |
| Mayport, LLC | 5.63% | Add +3.9% | 94,342 | $30.3M |
| Aspiriant, LLC | 0.86% | Reduce -0.1% | 94,327 | $30.3M |
| Kings Path Partners LLC | 10.38% | Add +0.1% | 94,077 | $30.2M |
| Capital Advisors, Ltd. LLC | 3.42% | Add +3.9% | 93,753 | $30.1M |
| Wellington Management Group LLP | 0.01% | Add +4.1% | 93,487 | $30.0M |
| Leonard Rickey Investment Advisors P.L.L.C. | 5.18% | Reduce -18.7% | 93,285 | $29.9M |
| Proficio Capital Partners LLC | 1.59% | Add +13.2% | 91,961 | $29.8M |
| Peak Financial Management, Inc. | 7.54% | Reduce -0.6% | 92,527 | $29.7M |
| Brookstone Capital Management | 0.34% | Add +69.0% | 92,410 | $29.6M |
| Clear Harbor Asset Management, LLC | 2.04% | Reduce -2.1% | 91,492 | $29.4M |
| KOM Wealth Management Group, LLC | 19.72% | Add +4.7% | 90,171 | $28.9M |
| Altiora Financial Group, LLC | 4.76% | Add +6.0% | 90,032 | $28.9M |
| Burrus Financial Services, Inc. | 13.11% | Reduce -31.7% | 89,306 | $28.7M |
| Satovsky Asset Management LLC | 5.05% | Add +7.0% | 89,121 | $28.6M |
| Summit Trail Advisors, LLC | 0.41% | Add +43.2% | 88,242 | $28.3M |
| Lexington Hill Partners, LLC | 16.03% | Add +40.6% | 88,232 | $28.3M |
| Manning & Napier Advisors LLC | 0.40% | Add +43.8% | 88,187 | $28.3M |
| Pacific Park Financial, Inc. | 18.43% | Reduce -15.1% | 88,005 | $28.2M |
| Crescent Grove Advisors, LLC | 2.79% | Add +0.1% | 87,717 | $28.1M |
| Retirement Capital Strategies | 10.62% | Add +3.5% | 87,570 | $28.1M |
| Mutual Advisors, LLC | 0.60% | Reduce -2.4% | 87,484 | $28.1M |
| Savvy Advisors, Inc. | 0.74% | Add +81.1% | 86,551 | $27.8M |
| Natixis Advisors, LLC | 0.04% | Reduce -26.6% | 86,488 | $27.7M |
| Washington Capital Management, Inc. | 23.48% | Reduce -0.4% | 86,461 | $27.7M |
| Amicus Financial Advisors, LLC | 7.63% | Reduce -1.9% | 86,408 | $27.7M |
| Great Diamond Partners, LLC | 5.33% | Add +0.8% | 86,244 | $27.7M |
| Cooke Wealth Management, LLC | 24.41% | Add +2.2% | 85,886 | $27.6M |
| Horizon Wealth Management, LLC | 4.03% | Add +5.5% | 85,716 | $27.5M |
| Principle Wealth Partners LLC | 1.56% | Reduce -2.8% | 84,895 | $27.2M |
| Trellis Wealth Advisors LLC | 10.34% | Reduce -0.4% | 84,706 | $27.2M |
| Ogorek Anthony Joseph /NY/ | 7.44% | Add +0.5% | 84,583 | $27.1M |
| Continuum Advisory, LLC | 2.60% | Add +9.6% | 84,461 | $27.1M |
| MRWM Advisors, LLC | 14.56% | Add +1.9% | 83,720 | $26.9M |
| Great Valley Advisor Group, Inc. | 0.49% | Reduce -2.2% | 83,648 | $26.8M |
| LJI Wealth Management, LLC | 4.27% | Reduce -3.7% | 83,115 | $26.7M |
| Cordant, Inc. | 10.76% | Add +2.9% | 82,596 | $26.5M |
| Venture Visionary Partners LLC | 0.87% | Reduce -2.5% | 81,750 | $26.2M |
| AdvisorNet Financial, Inc | 1.35% | Add +5.6% | 81,346 | $26.1M |
| Precedent Wealth Partners, LLC | 5.21% | Reduce 0.0% | 81,162 | $26.0M |
| NorthRock Partners, LLC | 0.42% | Reduce -2.5% | 81,046 | $26.0M |
| Axos Invest Inc. | 19.63% | Reduce -21.7% | 80,946 | $26.0M |
| Latigo Investments, LLC | 12.92% | No change | 80,845 | $25.9M |
| Karpus Management, Inc. | 0.81% | Reduce -14.5% | 80,671 | $25.9M |
| Financial & Tax Architects, LLC | 5.77% | Add +2.4% | 80,604 | $25.9M |
| Benchmark Financial Wealth Advisors, LLC | 7.11% | Reduce -6.2% | 80,034 | $25.7M |
| Caliber Wealth Management, LLC / KS | 2.80% | Reduce -9.7% | 79,782 | $25.6M |
| Prospera Financial Services Inc | 0.41% | Reduce -11.1% | 79,694 | $25.6M |
| Northwest Wealth Management, LLC | 3.83% | Add +0.1% | 79,533 | $25.5M |
| Pine Ridge Advisers LLC | 1.81% | Add +0.1% | 79,419 | $25.5M |
| Roger Wittlin Investment Advisory, LLC | 20.56% | Reduce -12.9% | 78,348 | $25.1M |
| Aspect Partners, LLC | 10.25% | Add +14.0% | 78,146 | $25.1M |
| Financial Architects, LLC | 13.21% | Reduce -3.4% | 78,072 | $25.0M |
| Firestone Capital Management | 5.21% | Add +0.6% | 78,026 | $25.0M |
| Kraft, Davis & Associates, LLC | 5.33% | Reduce -4.8% | 70,601 | $25.0M |
| Sapient Capital LLC | 0.38% | Add +1.7% | 77,579 | $24.9M |
| Gordian Advisors LLC | 16.55% | Add +1.9% | 77,427 | $24.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.43% | Reduce -4.0% | 77,227 | $24.8M |
| Compound Planning, Inc. | 0.76% | Reduce -4.5% | 76,942 | $24.7M |
| Mesirow Financial Investment Management, Inc. | 0.40% | Add +8.5% | 76,896 | $24.7M |
| Carter Financial, LLC | 21.45% | Reduce -4.6% | 76,890 | $24.7M |
| NORTHSTAR ASSET MANAGEMENT Co | 5.54% | Add +2.6% | 76,874 | $24.7M |
| Vernal Point Advisors, LLC | 10.03% | Add +1.3% | 76,862 | $24.7M |
| Shotwell Rutter Baer Inc | 14.27% | Add +6.3% | 75,725 | $24.3M |
| Clarity Wealth Development LLC | 19.76% | Add +5.8% | 75,471 | $24.2M |
| Simon Quick Advisors, LLC | 1.09% | Reduce -0.6% | 74,289 | $23.8M |
| Mullooly Asset Management, Inc. | 8.78% | Add +0.3% | 74,108 | $23.8M |
| Dakota Wealth Management | 0.51% | Add +5.1% | 73,426 | $23.6M |
| Hollencrest Capital Management | 0.87% | No change | 73,196 | $23.5M |
| National Bank of Canada | 0.02% | Reduce -13.6% | 73,064 | $23.4M |
| Lodestar Private Asset Management LLC | 2.31% | Add +1.1% | 72,922 | $23.4M |
| Sound Portfolio Advisors, LLC | 18.91% | Reduce -0.4% | 72,574 | $23.3M |
| Define Financial, LLC | 12.61% | Add +4.1% | 72,406 | $23.2M |
| Geneos Wealth Management Inc. | 0.54% | Add +3.6% | 72,032 | $23.1M |
| Seneschal Advisors, LLC | 17.10% | Add +0.0% | 71,785 | $23.0M |
| HT Partners LLC | 6.93% | Add +0.2% | 71,294 | $22.9M |
| Cascade Investment Group, Inc. | 15.06% | Add +0.0% | 71,290 | $22.9M |
| Kestra Private Wealth Services, LLC | 0.28% | Reduce -7.3% | 71,128 | $22.8M |
| Cresta Advisors, Ltd. | 9.31% | Add +5.5% | 70,842 | $22.7M |
| Apollon Wealth Management, LLC | 0.37% | Reduce -3.9% | 70,440 | $22.6M |
| Aspen Grove Capital, LLC | 4.39% | Reduce -6.0% | 70,419 | $22.6M |
| Cannon Financial Strategists, Inc. | 2.97% | Add +0.5% | 70,417 | $22.6M |
| Sound View Wealth Advisors Group, LLC | 1.54% | Reduce -7.3% | 70,368 | $22.6M |
| Gateway Wealth Partners, LLC | 0.87% | Add +142.7% | 69,983 | $22.5M |
| BBR Partners, LLC | 1.25% | Reduce -34.4% | 69,972 | $22.4M |
| Bucket List Wealth Management, LLC | 13.49% | Add +2.3% | 69,850 | $22.4M |
| Reality Financial Planning Services, LLC | 21.54% | Reduce -1.6% | 69,565 | $22.3M |
| WealthCollab, LLC | 9.16% | Add +10.1% | 69,346 | $22.2M |
| Cornerstone Wealth Group, LLC | 1.43% | Add +9.0% | 63,926 | $22.2M |
| Bricktown Capital, LLC | 4.35% | Add +1502.3% | 68,900 | $22.1M |
| Freestone Capital Holdings, LLC | 0.67% | Add +3.5% | 68,757 | $22.1M |
| Wealthcare Capital Partners, LLC | 10.32% | Reduce -2.4% | 68,686 | $22.0M |
| Pension & Wealth Management Advisors, Inc. | 6.50% | Reduce -0.8% | 68,354 | $21.9M |
| Dorsey & Whitney Trust CO LLC | 1.20% | Add +3.1% | 68,189 | $21.9M |
| New England Asset Management Inc. | 2.88% | No change | 68,140 | $21.9M |
| Johnson Investment Counsel Inc. | 0.18% | Reduce -2.8% | 68,002 | $21.8M |
| HighPoint Advisor Group LLC | 0.91% | Add +4.0% | 67,998 | $21.8M |
| Callan Family Office, LLC | 0.49% | Add +9.9% | 67,752 | $21.7M |
| REDW Wealth LLC | 8.67% | Reduce -8.0% | 67,745 | $21.7M |
| Raab & Moskowitz Asset Management LLC | 4.83% | Add +1.7% | 67,699 | $21.7M |
| Discipline Wealth Solutions, LLC | 2.27% | Add +552.9% | 67,253 | $21.6M |
| Mill Creek Capital Advisors, LLC | 0.44% | Reduce -2.5% | 66,972 | $21.5M |
| Sageworth Trust Co of South Dakota | 16.96% | Add +1.2% | 66,741 | $21.4M |
| Essential Planning, LLC. | 6.77% | Add +5.3% | 66,344 | $21.3M |
| W.H. Cornerstone Investments Inc. | 13.29% | Add +3.4% | 66,267 | $21.3M |
| Western Wealth Management, LLC | 0.80% | Add +12.0% | 65,828 | $21.1M |
| Skyline Advisors, Inc. | 7.37% | Reduce -36.6% | 65,805 | $21.1M |
| Benjamin Edwards Inc. | 0.21% | Add +1.6% | 65,770 | $21.1M |
| ArchPoint Investors | 5.02% | No change | 65,721 | $21.1M |
| Mgo One Seven LLC | 0.42% | Add +3.0% | 65,334 | $21.0M |
| CRA Financial Services, LLC | 2.72% | Add +34.5% | 65,324 | $21.0M |
| Kingswood Wealth Advisors, LLC | 0.99% | Add +9.9% | 65,052 | $20.9M |
| Cornerstone National Bank & Trust Co | 7.68% | Reduce -9.2% | 64,525 | $20.9M |
| Empowered Funds, LLC | 0.13% | New | 64,855 | $20.8M |
| Fiduciary Trust Co | 0.25% | Add +4.9% | 64,744 | $20.8M |
| SVRN Asset Management, LLC | 20.05% | Reduce -18.9% | 64,548 | $20.7M |
| URS Advisory LLC | 15.14% | Add +8.1% | 64,509 | $20.7M |
| Tiaa Trust, National Association | 1.24% | Reduce -91.5% | 63,628 | $20.4M |
| Parisi Gray Wealth Management | 4.85% | Reduce -0.6% | 63,457 | $20.4M |
| Thrivent Financial for Lutherans | 0.04% | Add +4.5% | 63,260 | $20.3M |
| Industrial Alliance Investment Management Inc. | 12.12% | Reduce -3.4% | 63,176 | $20.3M |
| Magnolia Capital Advisors LLC | 3.98% | Add +5.9% | 63,166 | $20.3M |
| AE Wealth Management LLC | 0.11% | Add +15.3% | 63,114 | $20.2M |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 18.19% | Add +10.2% | 63,113 | $20.2M |
| Compass Advisory Group LLC | 5.41% | Reduce -0.3% | 62,975 | $20.2M |
| Independence Bank of Kentucky | 2.55% | Reduce -0.1% | 62,713 | $20.1M |
| Monument Group Wealth Advisors, LLC | 11.12% | Reduce -1.4% | 62,464 | $20.0M |
| Addis & Hill, Inc | 12.16% | Reduce -1.7% | 62,338 | $20.0M |
| Glenview Trust Co | 0.31% | Add +1.5% | 62,244 | $20.0M |
| Plotkin Financial Advisors, LLC | 10.00% | Add +2.1% | 62,036 | $19.9M |
| NBT Bank, N.A. | 1.30% | Add +503.8% | 61,985 | $19.9M |
| Entrust Financial LLC | 13.81% | Add +1.3% | 61,535 | $19.7M |
| 5th Street Advisors, LLC | 8.55% | Add +3.3% | 61,439 | $19.7M |
| CreativeOne Wealth, LLC | 0.46% | Add +4.7% | 61,143 | $19.6M |
| GAMCO Investors | 0.19% | Add +7.3% | 61,077 | $19.6M |
| Diversify Wealth Management, LLC | 0.35% | Add +169.0% | 55,921 | $19.6M |
| Quadrant Capital Group LLC | 0.58% | No change | 60,890 | $19.5M |
| Thoroughbred Financial Services, LLC | 1.16% | Add +241.7% | 210,327 | $19.5M |
| Almanack Investment Partners, LLC. | 3.26% | Add +0.7% | 60,248 | $19.3M |
| Elevation Point Wealth Partners, LLC | 0.46% | Add +1442.8% | 60,216 | $19.3M |
| DRW Securities, LLC | 1.03% | Add +141.1% | 59,013 | $18.9M |
| Stokes Family Office, LLC | 1.95% | Reduce -4.3% | 58,889 | $18.9M |
| VVR Holdings LLC | 9.74% | Add +3.3% | 58,792 | $18.9M |
| Signaturefd, LLC | 0.29% | Add +3.6% | 58,523 | $18.8M |
| Palisades Hudson Asset Management, L.P. | 7.31% | Reduce -0.1% | 58,483 | $18.8M |
| McClarren Financial Advisors, Inc. | 11.07% | Reduce -12.3% | 58,279 | $18.7M |
| Goldstone Financial Group, LLC | 2.03% | Reduce -1.6% | 58,208 | $18.7M |
| Dynamic Advisor Solutions LLC | 0.59% | Add +3.3% | 57,943 | $18.6M |
| Westside Investment Management, Inc. | 2.84% | Reduce -0.3% | 57,691 | $18.5M |
| Forum Financial Management, LP | 0.26% | Reduce -0.8% | 57,617 | $18.5M |
| Applied Capital LLC | 6.89% | Reduce -0.3% | 57,554 | $18.5M |
| Ridge Creek Global, Inc | 15.64% | Add +0.1% | 57,470 | $18.4M |
| Sigma Planning Corp | 0.51% | Add +31.9% | 57,145 | $18.3M |
| StoneX Group Inc. | 0.99% | Reduce -3.1% | 56,966 | $18.3M |
| Nova R Wealth, Inc. | 5.83% | Add +1064.3% | 56,911 | $18.3M |
| Elwood & Goetz Wealth Advisory Group, LLC | 3.10% | Add +8.2% | 56,861 | $18.2M |
| Fairway Financial, LLC | 13.82% | Reduce -2.9% | 56,656 | $18.2M |
| AA Financial Advisors, LLC | 2.54% | Add +2.7% | 56,308 | $18.1M |
| WASHINGTON TRUST Co | 0.61% | Reduce -1.2% | 56,212 | $18.0M |
| Ameritas Advisory Services, LLC | 0.70% | Reduce -5.9% | 56,176 | $18.0M |
| Summit Financial Wealth Advisors, LLC | 2.55% | Add +1.5% | 56,116 | $18.0M |
| Trace Wealth Advisors, LLC | 13.47% | Reduce -6.4% | 56,031 | $18.0M |
| Portland Global Advisors LLC | 1.91% | Reduce -4.9% | 55,974 | $18.0M |
| Coastline Trust Co | 1.78% | Add +2.0% | 55,955 | $18.0M |
| Sard Wealth Management Group, LLC | 9.72% | Reduce -0.6% | 55,742 | $17.9M |
| Patriot Financial Group Insurance Agency, LLC | 1.00% | Add +140.5% | 55,318 | $17.7M |
| Capital Group Private Client Services, Inc. | 0.30% | Reduce -6.3% | 55,222 | $17.7M |
| Long Island Wealth Management, Inc. | 8.21% | Reduce -1.8% | 55,189 | $17.7M |
| Ashton Thomas Private Wealth, LLC | 0.42% | Reduce -18.2% | 55,099 | $17.7M |
| Empirical Finance, LLC | 0.83% | New | 55,050 | $17.7M |
| Meridian Wealth Management, LLC | 0.63% | Add +0.9% | 55,047 | $17.7M |
| IHT Wealth Management, LLC | 0.41% | Add +1.2% | 55,042 | $17.7M |
| Johnson Financial Group, Inc. | 0.64% | Reduce -2.6% | 54,734 | $17.6M |
| TCI Wealth Advisors, Inc. | 0.93% | Add +2.0% | 54,692 | $17.5M |
| Comprehensive Financial Management LLC | 0.58% | No change | 54,691 | $17.5M |
| Silver Oak Securities, Incorporated | 1.28% | Reduce -7.7% | 54,587 | $17.5M |
| Advisor OS, LLC | 1.26% | Add +0.5% | 54,460 | $17.5M |
| Clarity Capital Advisors, LLC | 8.11% | Add +31.9% | 54,228 | $17.4M |
| Ironwood Investment Management LLC | 7.25% | Add +6.9% | 54,181 | $17.4M |
| Avion Wealth | 3.57% | Add +2.6% | 53,879 | $17.3M |
| Rockbridge Investment Management, LCC | 1.55% | Reduce -22.4% | 53,755 | $17.2M |
| Downshift Financial, LLC | 8.92% | Add +24.3% | 49,244 | $17.2M |
| MontVue Capital Management, Inc. | 11.72% | Reduce -0.8% | 53,610 | $17.2M |
| Foster Dykema Cabot & Partners, LLC | 1.09% | Reduce -0.7% | 53,492 | $17.2M |
| Range Advisory, LLC | 3.17% | Add +46.6% | 53,247 | $17.1M |
| Legacy Financial Strategies, LLC | 3.07% | Add +1.5% | 52,955 | $17.0M |
| IFP Advisors, Inc | 0.35% | Reduce -2.0% | 52,939 | $17.0M |
| SageView Advisory Group, LLC | 0.62% | Reduce -5.7% | 52,829 | $16.9M |
| Wilson & Boucher Capital Management, LLC | 11.24% | Reduce -0.5% | 52,828 | $16.9M |
| TD Waterhouse Canada Inc. | 0.05% | Add +12.5% | 52,460 | $16.9M |
| Fullerton Advisors, LLC | 17.52% | Reduce -0.1% | 52,733 | $16.9M |
| Gibraltar Capital Management, Inc. | 2.91% | Add +0.1% | 52,705 | $16.9M |
| Prosperity Advisers, LLC | 14.03% | Reduce -3.5% | 52,638 | $16.9M |
| Cornerstone Wealth Management, LLC | 0.84% | Reduce -3.6% | 52,139 | $16.7M |
| Angeles Wealth Management, LLC | 0.91% | Reduce -7.5% | 52,105 | $16.7M |
| Tsfg, LLC | 2.53% | Reduce -1.6% | 52,035 | $16.7M |
| Drucker Wealth 3.0, LLC | 2.90% | Reduce -1.2% | 51,753 | $16.6M |
| Glaxis Capital Management, LLC | 20.77% | Add +2659.7% | 51,745 | $16.6M |
| Sigma Investment Counselors Inc. | 0.88% | Reduce -14.5% | 51,744 | $16.6M |
| Atlantic Private Wealth, LLC | 10.85% | Reduce -0.9% | 51,724 | $16.6M |
| Ahara Advisors LLC | 13.74% | Add +24.6% | 51,216 | $16.4M |
| Bulwark Capital Corp | 10.10% | Add +0.1% | 51,093 | $16.4M |
| Semitam Bonam LLC | 13.33% | Reduce -0.1% | 50,858 | $16.3M |
| MJP Associates Inc. | 1.98% | Add +0.6% | 50,781 | $16.3M |
| Basso Capital Management, L.P. | 9.92% | Add +1.1% | 50,531 | $16.2M |
| Benningfield Financial Advisors, LLC | 12.77% | Add +6.6% | 50,454 | $16.2M |
| LifeGuide Financial Advisors, LLC | 5.17% | Add +2.1% | 50,429 | $16.2M |
| Park National Corp. | 0.49% | Add +3.4% | 50,351 | $16.2M |
| Ironsides Asset Advisors, LLC | 4.04% | Add +10.3% | 50,216 | $16.1M |
| Davis R M Inc. | 0.28% | Reduce -3.3% | 49,865 | $16.0M |
| First Horizon Corp. | 0.66% | Reduce -3.8% | 49,369 | $15.8M |
| Independence Asset Advisors, LLC | 5.72% | Add +9.6% | 49,278 | $15.8M |
| Conning Inc. | 0.55% | No change | 49,266 | $15.8M |
| Strategic Blueprint, LLC | 0.92% | Add +1.6% | 49,141 | $15.8M |
| Bull Oak Capital, LLC | 6.04% | Add +4.9% | 49,025 | $15.7M |
| Stratos Investment Management, LLC | 0.63% | Add +12.9% | 49,010 | $15.7M |
| Rothschild Wealth LLC | 1.42% | Add +0.7% | 48,945 | $15.7M |
| Heirloom Wealth Management | 2.83% | Add +7025.5% | 48,881 | $15.7M |
| JFS Wealth Advisors, LLC | 0.88% | Reduce -0.1% | 48,812 | $15.7M |
| Peterson Wealth Advisors, LLC | 2.08% | Reduce -2.3% | 48,800 | $15.7M |
| Pine Harbor Wealth Management, LLC | 4.67% | Add +1.9% | 48,677 | $15.6M |
| Tudor Investment Corporation | 0.08% | Reduce -55.3% | 48,632 | $15.6M |
| GFS Advisors, LLC | 1.01% | Add +9.8% | 54,333 | $15.6M |
| UMB Bank, n.a. | 0.22% | Add +18.9% | 48,358 | $15.5M |
| Wesbanco Bank Inc. | 0.43% | Reduce -1.2% | 48,301 | $15.5M |
| VSM Wealth Advisory, LLC | 4.61% | Add +2.0% | 48,162 | $15.5M |
| Warwick Investment Management, Inc. | 2.24% | Add +1.3% | 48,116 | $15.4M |
| Swisher Financial Concepts, Inc. | 8.61% | Add +3.2% | 47,953 | $15.4M |
| Evolve Private Wealth, LLC | 0.82% | Add +71.5% | 47,951 | $15.4M |
| Dogwood Wealth Management LLC | 6.66% | Add +10.4% | 47,809 | $15.3M |
| Carr Financial Group Corp | 4.03% | Reduce -2.1% | 47,579 | $15.3M |
| Yousif Capital Management, LLC | 0.18% | Reduce -0.4% | 47,455 | $15.2M |
| Index Fund Advisors, Inc. | 0.68% | Reduce -0.4% | 47,365 | $15.2M |
| Associated Banc-Corp | 0.40% | Add +2.2% | 47,296 | $15.2M |
| New Covenant Trust Company, N.A. | 13.48% | Reduce -1.0% | 47,082 | $15.1M |
| Coston, McIsaac & Partners | 3.41% | Reduce -1.9% | 47,063 | $15.1M |
| Federation des caisses Desjardins du Quebec | 0.05% | Add +6.6% | 46,979 | $15.1M |
| Arta Finance Wealth Management LLC | 7.43% | Add +17.8% | 46,908 | $15.0M |
| Stonekeep Investments, LLC | 9.73% | Add +7.0% | 46,796 | $15.0M |
| Abound Wealth Management | 3.41% | Add +3.0% | 46,749 | $15.0M |
| Focused Alpha, LLC | 4.60% | Add +6.0% | 46,370 | $14.9M |
| Great Lakes Retirement, Inc. | 1.54% | Add +2.6% | 46,353 | $14.9M |
| Citizens Financial Group Inc. | 0.21% | Add +3.7% | 46,316 | $14.9M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.54% | Add +41.4% | 46,305 | $14.9M |
| Greenwood Gearhart LLC | 0.80% | Reduce -38.5% | 46,292 | $14.9M |
| Seven Post Investment Office LP | 4.79% | Reduce -1.3% | 46,265 | $14.8M |
| Liberty Wealth Management LLC | 1.85% | Add +1.1% | 46,256 | $14.8M |
| RFG Advisory, LLC | 0.27% | Add +17.2% | 45,972 | $14.7M |
| SteelPeak Wealth, LLC | 0.46% | Add +62.7% | 45,932 | $14.7M |
| Argent Trust Co | 0.50% | Reduce -4.2% | 45,926 | $14.7M |
| Harbor Investment Advisory, LLC | 1.16% | Add +0.3% | 45,924 | $14.7M |
| Capital Square, LLC | 6.78% | Add +12.1% | 41,782 | $14.7M |
| Brown Brothers Harriman & Co. | 0.08% | Add +4.7% | 45,784 | $14.7M |
| Oppenheimer & Co. Inc. | 0.18% | Add +5.8% | 45,603 | $14.6M |
| Aptus Capital Advisors, LLC | 0.12% | Add +6.6% | 45,597 | $14.6M |
| Belpointe Asset Management LLC | 0.53% | Reduce -6.6% | 45,554 | $14.6M |
| KLCM Advisors, Inc. | 1.27% | Add +11.3% | 45,477 | $14.6M |
| Headinvest, LLC | 2.99% | Reduce -3.7% | 45,460 | $14.6M |
| Next Level Wealth Planning, LLC | 7.48% | Reduce -2.0% | 45,370 | $14.6M |
| Wedbush Securities Inc. | 0.42% | Add +2.6% | 45,360 | $14.6M |
| VPR Management LLC | 5.80% | Add +10.8% | 45,200 | $14.5M |
| a16z Perennial Management, L.P. | 1.20% | Reduce -57.2% | 44,959 | $14.4M |
| Klingman & Associates, LLC | 0.70% | Add +0.7% | 44,937 | $14.4M |
| Pacific Capital Wealth Advisors, Inc. | 2.40% | Reduce -2.5% | 44,616 | $14.3M |
| Brady Martz Wealth Solutions, LLC | 2.44% | Add +29.9% | 44,595 | $14.3M |
| Sharper & Granite LLC | 4.89% | Add +13.1% | 44,593 | $14.3M |
| Traphagen Investment Advisors LLC | 1.16% | Add +0.6% | 44,588 | $14.3M |
| Bokf, NA | 0.22% | Reduce -17.4% | 44,553 | $14.3M |
| Ares Financial Consulting, LLC | 11.22% | Add +8.4% | 44,192 | $14.3M |
| Chilton Investment Co. Inc. | 0.34% | No change | 44,514 | $14.3M |
| Stratos Wealth Advisors, LLC | 0.88% | Add +3.1% | 44,432 | $14.3M |
| Greenspring Advisors, LLC | 0.87% | Add +5.3% | 44,422 | $14.3M |
| Caldwell Trust Co | 1.27% | Add +4.5% | 44,356 | $14.2M |
| M Holdings Securities, Inc. | 0.96% | Reduce -9.5% | 42,395 | $14.2M |
| Glassman Wealth Services | 1.93% | Reduce -1.1% | 44,146 | $14.2M |
| DAVENPORT & Co LLC | 0.08% | Add +23.7% | 44,048 | $14.1M |
| Bradley & Co. Private Wealth Management, LLC | 7.44% | Add +2.8% | 43,998 | $14.1M |
| Asset Management Group, Inc. | 2.28% | Reduce -3.2% | 43,937 | $14.1M |
| Wellington-Altus USA Inc. | 8.31% | Add +33.3% | 38,084 | $14.1M |
| Chevy Chase Trust Holdings, LLC | 0.04% | Reduce -5.8% | 43,917 | $14.1M |
| Kingsview Wealth Management, LLC | 0.19% | Add +14.3% | 43,907 | $14.1M |
| Shelter Mutual Insurance Co | 3.13% | No change | 43,850 | $14.1M |
| Seldon Capital LP | 5.17% | No change | 43,798 | $14.1M |
| Nia Impact Advisors, LLC | 6.22% | No change | 43,575 | $14.0M |
| Cornerstone Management, Inc. | 2.23% | Add +0.0% | 43,574 | $14.0M |
| Sandy Cove Advisors, LLC | 4.17% | Add +0.7% | 43,475 | $13.9M |
| Berman McAleer LLC | 1.90% | Reduce -3.9% | 43,391 | $13.9M |
| First Hawaiian Bank | 1.95% | No change | 43,350 | $13.9M |
| CX Institutional | 0.42% | Reduce -30.6% | 43,007 | $13.8M |
| Intelligent Financial Strategies | 7.19% | Reduce -5.9% | 42,999 | $13.8M |
| Fairview Capital Investment Management, LLC | 0.75% | Reduce -2.1% | 42,949 | $13.8M |
| Fayez Sarofim & Co | 0.04% | Reduce -1.0% | 42,879 | $13.8M |
| Olistico Wealth, LLC | 6.78% | Reduce -11.5% | 42,863 | $13.8M |
| Avant Financial Advisors LLC | 9.64% | Add +2.3% | 42,744 | $13.7M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 4.55% | Add +0.1% | 38,634 | $13.6M |
| Sunpointe, LLC | 4.46% | Add +11.3% | 42,443 | $13.6M |
| BTC Capital Management, Inc. | 0.92% | Add +150.1% | 42,408 | $13.6M |
| Lebenthal Global Advisors, LLC | 1.96% | Add +2.6% | 42,108 | $13.5M |
| Azimuth Capital Investment Management LLC | 0.51% | Add +0.8% | 42,100 | $13.5M |
| OneAscent Financial Services LLC | 0.73% | Add +1.6% | 42,003 | $13.5M |
| LexAurum Advisors, LLC | 1.75% | — | 41,978 | $13.5M |
| Leavell Investment Management, Inc. | 0.55% | Reduce -0.6% | 41,960 | $13.5M |
| Good Steward Wealth Advisors,LLC | 8.64% | Add +2.7% | 41,865 | $13.4M |
| Valeo Financial Advisors, LLC | 0.32% | Add +9.0% | 41,637 | $13.4M |
| Regal Investment Advisors LLC | 0.77% | Add +3.7% | 41,589 | $13.3M |
| Fi3 FINANCIAL ADVISORS, LLC | 3.85% | Add +68.4% | 41,522 | $13.3M |
| Delphi Financial Group, Inc. | 6.05% | No change | 41,400 | $13.3M |
| Legacy Advisors, LLC | 1.56% | Add +7.4% | 41,256 | $13.2M |
| Avior Wealth Management, LLC | 0.37% | Add +3.2% | 41,067 | $13.2M |
| Bradley Foster & Sargent Inc. | 0.20% | Add +0.2% | 41,018 | $13.2M |
| HMV Wealth Advisors, LLC | 6.18% | Add +5.3% | 41,015 | $13.2M |
| Wealth Alliance Advisory Group, LLC | 2.08% | Add +6.4% | 40,895 | $13.1M |
| Monograph Wealth Advisors, LLC | 1.24% | Reduce -1.2% | 40,860 | $13.1M |
| CVA Family Office, LLC | 1.37% | Add +32.3% | 40,654 | $13.0M |
| Badgley Phelps Wealth Managers, LLC | 0.26% | Reduce -1.5% | 40,390 | $13.0M |
| Synergy Asset Management, LLC | 1.38% | Add +12.7% | 40,362 | $12.9M |
| Lantz Financial LLC | 2.66% | Add +5.3% | 40,130 | $12.9M |
| Intrepid Family Office LLC | 11.16% | No change | 40,000 | $12.8M |
| Fonville Wealth Management LLC | 2.44% | Add +60.0% | 39,970 | $12.8M |
| Relyea Zuckerberg Hanson LLC | 1.29% | Add +20.2% | 39,947 | $12.8M |
| Smartleaf Asset Management LLC | 0.46% | Add +28.1% | 41,094 | $12.8M |
| Shayne & Jacobs, LLC | 3.95% | Reduce -7.5% | 39,883 | $12.8M |
| Beaird Harris Wealth Management, LLC | 0.87% | Add +6.3% | 39,838 | $12.8M |
| International Assets Investment Management, LLC | 0.89% | Reduce -4.7% | 39,534 | $12.8M |
| Pachira Investments Inc. | 5.96% | Add +2.9% | 39,756 | $12.8M |
| BFI Infinity Ltd. | 7.13% | Reduce -34.1% | 39,655 | $12.7M |
| Northland Capital Management LLC | 6.94% | Add +8.8% | 39,591 | $12.7M |
| Walter & Keenan Wealth Management LLC /in/ | 3.57% | Add +10.6% | 39,526 | $12.7M |
| Squire Investment Management Company, LLC | 3.52% | Add +14.9% | 39,496 | $12.7M |
| Waldron Private Wealth LLC | 0.49% | Add +0.1% | 39,370 | $12.6M |
| Tortoise Investment Management, LLC | 1.04% | Reduce -0.6% | 39,297 | $12.6M |
| Professional Financial Advisors, LLC | 2.55% | Add +27.3% | 39,053 | $12.5M |
| Perennial Investment Advisors, LLC | 1.00% | Add +0.9% | 39,023 | $12.5M |
| Rinkey Investments | 3.19% | Add +3.1% | 38,935 | $12.5M |
| Ironwood Financial, llc | 2.17% | Add +5.9% | 38,733 | $12.4M |
| Kensington Asset Management, LLC | 0.67% | Add +90.0% | 38,539 | $12.4M |
| Canopy Partners, LLC | 4.24% | Reduce -5.5% | 38,496 | $12.4M |
| Ti-Trust, Inc. | 7.30% | Add +0.5% | 38,276 | $12.3M |
| Shufro Rose & Co. LLC | 0.83% | Add +4.2% | 38,187 | $12.3M |
| Sherman Asset Management, Inc. | 11.26% | Add +7.4% | 38,145 | $12.2M |
| Blackston Financial Advisory Group, LLC | 7.62% | Reduce -1.5% | 37,915 | $12.2M |
| Signature Estate & Investment Advisors LLC | 0.25% | Add +9.6% | 37,748 | $12.1M |
| ABLE Financial Group, LLC | 2.37% | Add +19.5% | 37,743 | $12.1M |
| Level Four Advisory Services, LLC | 0.40% | Add +9.4% | 37,731 | $12.1M |
| Symmetry Partners, LLC | 0.69% | Reduce -10.2% | 37,701 | $12.1M |
| Chicago Capital, LLC | 0.33% | Reduce -1.4% | 37,671 | $12.1M |
| Great Point Wealth Advisors, LLC | 2.22% | Reduce -0.2% | 37,535 | $12.0M |
| Osbon Capital Management LLC | 9.83% | Add +5.1% | 37,534 | $12.0M |
| Cambient Family Office, LLC | 1.68% | Add +0.4% | 37,512 | $12.0M |
| Frazier Financial Advisors, LLC | 6.66% | Reduce -0.8% | 37,474 | $12.0M |
| Krilogy Financial LLC | 0.39% | Add +3.8% | 34,737 | $12.0M |
| Webster Bank, N. A. | 1.14% | Reduce -1.9% | 37,467 | $12.0M |
| One Day In July LLC | 0.96% | Add +2.8% | 37,451 | $12.0M |
| Emprise Bank | 4.82% | Add +11.1% | 37,423 | $12.0M |
| Aerodigm Wealth, LLC | 4.51% | Add +4.9% | 37,380 | $12.0M |
| GoalVest Advisory LLC | 2.33% | Reduce -7.2% | 37,239 | $11.9M |
| Culbertson A N & Co. Inc. | 1.55% | Reduce -3.9% | 37,184 | $11.9M |
| Fiduciary Financial Group, LLC | 1.58% | Add +3.8% | 37,065 | $11.9M |
| Carnegie Investment Counsel | 0.23% | Reduce -1.1% | 37,001 | $11.9M |
| Sax Wealth Advisors, LLC | 0.57% | Reduce -0.3% | 35,300 | $11.8M |
| Versant Capital Management, Inc | 1.16% | Add +16.2% | 36,808 | $11.8M |
| Philadelphia Trust Co. | 0.83% | Reduce -0.3% | 36,765 | $11.8M |
| Auto-Owners Insurance Co | 0.25% | No change | 36,600 | $11.7M |
| Integrated Advisors Network LLC | 0.62% | Reduce -31.5% | 36,574 | $11.7M |
| Calder Financial LLC | 11.64% | Reduce -1.6% | 36,286 | $11.7M |
| Blue Bell Private Wealth Management, LLC | 1.68% | Add +10.9% | 36,375 | $11.7M |
| Cambridge Advisors Inc. | 2.26% | Add +0.0% | 36,298 | $11.6M |
| Farnam Financial LLC | 9.57% | Reduce -5.9% | 36,240 | $11.6M |
| Dunhill Financial, LLC | 2.74% | Reduce -0.5% | 36,196 | $11.6M |
| Boston Family Office LLC | 0.77% | Add +11.4% | 36,033 | $11.6M |
| Kathmere Capital Management, LLC | 0.72% | Add +27.6% | 36,006 | $11.6M |
| Symphony Financial, Ltd. Co. | 1.53% | Reduce -13.2% | 36,080 | $11.5M |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 1.03% | Add +1.8% | 35,954 | $11.5M |
| Cypress Point Wealth Management, LLC | 2.47% | Add +0.3% | 35,789 | $11.5M |
| FFT Wealth Management LLC | 2.08% | Add +0.1% | 35,747 | $11.5M |
| Weaver Consulting Group | 2.73% | Add +7.7% | 35,768 | $11.5M |
| IRON Financial LLC | 5.01% | Reduce -1.1% | 35,712 | $11.5M |
| Burling Wealth Partners, LLC | 1.85% | Add +0.5% | 35,681 | $11.4M |
| Cascade Financial Partners, LLC | 1.18% | Reduce -18.3% | 35,647 | $11.4M |
| Curi Capital, LLC | 0.20% | Add +9.1% | 35,644 | $11.4M |
| Kovack Advisors, Inc. | 0.61% | Reduce -3.1% | 35,469 | $11.4M |
| Sonata Capital Group Inc. | 4.21% | Add +0.1% | 35,547 | $11.4M |
| Modus Advisors, LLC | 3.13% | Reduce -0.4% | 35,415 | $11.4M |
| Essex Financial Services, Inc. | 0.64% | Add +2.0% | 35,289 | $11.3M |
| Capital Analysts, LLC | 0.30% | Add +2.2% | 35,285 | $11.3M |
| Swmg, LLC | 3.23% | Add +18.1% | 35,219 | $11.3M |
| Highland Capital Management, LLC | 0.60% | Add +1.4% | 35,114 | $11.3M |
| Partners in Financial Planning | 1.87% | Reduce -1.2% | 35,101 | $11.3M |
| Confluence Wealth Services, Inc. | 0.43% | Reduce -0.0% | 34,976 | $11.2M |
| iA Global Asset Management Inc. | 0.16% | Add +24.6% | 34,825 | $11.2M |
| Titleist Asset Management, LLC | 0.84% | Reduce -9.4% | 34,801 | $11.2M |
| Certuity, LLC | 0.73% | Reduce -3.4% | 34,618 | $11.1M |
| Trinity Financial Advisors LLC | 3.15% | Reduce -17.9% | 34,535 | $11.1M |
| GC Wealth Management RIA, LLC | 0.46% | Add +2.8% | 34,463 | $11.1M |
| One Capital Management, LLC | 0.30% | Add +8.8% | 34,392 | $11.0M |
| Ramiah Investment Group | 9.61% | Add +7.5% | 34,283 | $11.0M |
| Trust Point Inc. | 0.95% | Reduce -0.5% | 34,175 | $11.0M |
| Shepherd Kaplan Krochuk, LLC | 9.19% | Add +12.6% | 34,083 | $10.9M |
| Atlas Brown,Inc. | 3.29% | Add +4.4% | 34,069 | $10.9M |
| Autumn Glory Partners, LLC | 4.01% | Add +52.6% | 34,041 | $10.9M |
| Norris Financial Group, LLC | 3.53% | Add +14.6% | 33,713 | $10.8M |
| Avestar Capital, LLC | 0.74% | Add +295.8% | 33,587 | $10.8M |
| Consilium Wealth Advisory, LLC | 3.67% | Add +4.0% | 33,524 | $10.8M |
| American Money Management, LLC | 1.70% | Add +0.3% | 33,516 | $10.8M |
| Focus Financial Network, Inc. | 0.39% | Add +4.5% | 33,490 | $10.7M |
| Roberts Glore & Co. Inc. | 2.95% | Add +5.8% | 33,445 | $10.7M |
| Melfa Wealth Management, Inc. | 6.16% | Add +2.0% | 33,417 | $10.7M |
| CWS Financial Advisors, LLC | 2.74% | Reduce -0.5% | 33,384 | $10.7M |
| Serenus Wealth Advisors, LLC | 2.13% | Add +24.4% | 42,072 | $10.7M |
| Cyndeo Wealth Partners, LLC | 0.56% | Reduce -0.3% | 33,190 | $10.6M |
| WFA of San Diego, LLC | 8.50% | Reduce -2.1% | 32,946 | $10.6M |
| IFC Advisors LLC | 1.51% | No change | 32,877 | $10.5M |
| Prepared Retirement Institute LLC | 5.20% | Add +8.6% | 32,633 | $10.5M |
| Silver Oak Advisory Group, Inc. | 4.50% | Reduce -1.2% | 32,490 | $10.4M |
| Steele Capital Management, Inc. | 0.43% | New | 32,438 | $10.4M |
| Greenbush Financial Group, LLC | 3.44% | Add +1.8% | 32,373 | $10.4M |
| Onyx Bridge Wealth Group LLC | 1.11% | Reduce -0.7% | 32,258 | $10.3M |
| Philip James Wealth Mangement, LLC | 1.26% | Reduce -30.3% | 32,248 | $10.3M |
| PFG Investments, LLC | 0.48% | Reduce -9.9% | 32,103 | $10.3M |
| Eastern Bank | 0.17% | Reduce -4.1% | 31,735 | $10.2M |
| Van Cleef Asset Management,Inc | 1.09% | Reduce -0.2% | 31,676 | $10.2M |
| Nwam LLC | 0.58% | Add +1.8% | 31,665 | $10.2M |
| SVB Wealth LLC | 0.67% | Reduce -1.1% | 31,642 | $10.2M |
| Cibc World Market Inc. | 0.02% | Add +21.1% | 31,557 | $10.1M |
| Strategic Financial Concepts, LLC | 2.49% | Add +1589.0% | 30,926 | $10.1M |
| Mackenzie Financial Corp. | 0.01% | Add +30.4% | 31,440 | $10.1M |
| Compass Financial Group, Inc. | 4.54% | Add +2.7% | 31,393 | $10.1M |
| Scarborough Advisors, LLC | 1.10% | New | 31,327 | $10.1M |
| Bouchey Financial Group, Ltd. | 0.74% | Reduce -0.5% | 29,959 | $10.0M |
| Gladstone Institutional Advisory LLC | 0.37% | Add +4.2% | 31,223 | $10.0M |
| Next Capital Management LLC | 3.03% | Add +3.3% | 31,160 | $10.0M |
| Sage Rhino Capital LLC | 1.86% | Add +0.2% | 31,055 | $10.0M |
| First Heartland Consultants, Inc. | 0.76% | Reduce -4.1% | 31,038 | $10.0M |
| Sovereign Investment Advisors, LLC | 2.11% | Add +3.6% | 30,991 | $9.9M |
| Paladin Partners, LLC | 7.16% | Reduce -5.4% | 30,974 | $9.9M |
| Garner Asset Management Corp | 3.89% | Add +3.3% | 30,915 | $9.9M |
| Retirement Planning Group, LLC | 0.31% | Add +0.6% | 30,883 | $9.9M |
| Ferguson Wellman Capital Management, Inc. | 0.14% | Reduce -0.3% | 30,870 | $9.9M |
| Evermay Wealth Management LLC | 1.10% | Reduce -8.0% | 30,791 | $9.9M |
| Beacon Financial Group | 0.98% | Reduce -0.8% | 30,783 | $9.9M |
| Endowment Wealth Management, Inc. | 4.36% | Add +2.2% | 30,695 | $9.8M |
| TPG Advisors LLC | 6.13% | Add +0.2% | 30,685 | $9.8M |
| Integrity Alliance, Llc. | 0.37% | Reduce -3.9% | 30,377 | $9.7M |
| ASL Financial, LLC | 7.78% | Reduce -1.6% | 30,370 | $9.7M |
| UNIVEST FINANCIAL Corp | 0.55% | Add +5.2% | 30,351 | $9.7M |
| Smallwood Wealth Investment Management, LLC | 5.11% | Add +0.3% | 30,202 | $9.7M |
| Patton Albertson Miller Group, LLC | 1.15% | Add +0.1% | 30,075 | $9.6M |
| Wealth Care LLC | 8.57% | — | 30,064 | $9.6M |
| Pitcairn Wealth Advisors LLC | 0.88% | Reduce -59.4% | 28,563 | $9.6M |
| Koshinski Asset Management, Inc. | 0.60% | Add +1.5% | 29,803 | $9.6M |
| NovaPoint Capital, LLC | 2.38% | Reduce -0.5% | 29,616 | $9.5M |
| Lansing Street Advisors | 2.39% | Reduce -7.7% | 29,545 | $9.5M |
| Barclays PLC | 0.00% | Add +34.2% | 29,520 | $9.5M |
| Family Wealth Partners, LLC | 3.23% | Reduce -0.5% | 29,485 | $9.5M |
| Weitzel Financial Services, Inc. | 3.56% | Add +4.1% | 29,279 | $9.5M |
| Peck Wealth Management, LLC | 9.48% | Reduce -0.3% | 29,454 | $9.4M |
| Stock Yards Bank & Trust Co. | 0.29% | Add +1.5% | 29,441 | $9.4M |
| Grove Street Fiduciary, LLC | 4.15% | Reduce -3.6% | 29,337 | $9.4M |
| Arrowroot Family Office, LLC | 3.10% | Add +0.7% | 29,184 | $9.4M |
| Pullen Investment Management, LLC | 4.70% | Add +0.2% | 29,175 | $9.4M |
| L.K. Benson & Company, P.C. | 3.09% | Add +12.5% | 29,174 | $9.4M |
| Carroll Advisory Group, LLC | 3.63% | Add +41.3% | 29,159 | $9.4M |
| WealthPLAN Partners, LLC | 1.81% | Reduce -15.6% | 29,125 | $9.3M |
| Legacy Wealth Management, LLC | 0.54% | Add +3.1% | 29,077 | $9.3M |
| JPL Wealth Management, LLC | 2.14% | Reduce -1.3% | 29,062 | $9.3M |
| BluePrint Investing LLC | 8.26% | Add +0.2% | 28,958 | $9.3M |
| Harfst & Associates, Inc. | 1.65% | Reduce -0.4% | 28,797 | $9.2M |
| BayBridge Capital Group, LLC | 5.72% | No change | 27,518 | $9.2M |
| Crews Bank & Trust | 1.34% | Reduce -0.9% | 28,724 | $9.2M |
| Accel Wealth Management | 2.40% | Add +4.1% | 28,662 | $9.2M |
| Mathes Company, Inc. | 3.37% | No change | 28,640 | $9.2M |
| S.A. Mason LLC | 3.43% | Add +1.3% | 28,481 | $9.1M |
| Phillips Financial Management, LLC | 0.66% | Add +4.0% | 28,476 | $9.1M |
| Viewpoint Investment Partners Corp. | 4.22% | Add +1.4% | 28,435 | $9.1M |
| Founders Financial Securities LLC | 0.51% | Add +0.8% | 27,183 | $9.1M |
| Evergreen Wealth Management, LLC | 4.70% | Reduce -9.9% | 28,375 | $9.1M |
| Newton One Investments LLC | 2.47% | Add +2.6% | 28,336 | $9.1M |
| Chesley Taft & Associates LLC | 0.38% | Reduce -2.2% | 27,975 | $9.0M |
| Sterling Capital Management LLC | 0.17% | Add +1.0% | 27,967 | $9.0M |
| Fortis Capital Advisors, LLC | 1.17% | Add +4.1% | 27,944 | $9.0M |
| Wealth Management Associates, Inc. | 3.08% | Add +0.1% | 27,832 | $8.9M |
| NerdWallet Wealth Partners, LLC | 3.89% | Reduce -27.6% | 27,819 | $8.9M |
| Blue Trust, Inc. | 0.10% | Add +4.4% | 27,615 | $8.9M |
| Wealth Effects LLC | 3.14% | Add +0.6% | 27,615 | $8.9M |
| Glen Eagle Advisors, LLC | 1.24% | Add +0.7% | 27,578 | $8.8M |
| Rolek Wealth Management LLC | 6.33% | Add +7.3% | 27,512 | $8.8M |
| Gridiron Partners, LLC | 5.39% | Reduce -1.7% | 27,480 | $8.8M |
| Bluespring Wealth Management, LLC | 0.76% | Reduce -2.8% | 27,331 | $8.8M |
| RHS Financial, LLC | 4.15% | Add +8.1% | 27,321 | $8.8M |
| 1900 Wealth Management LLC | 0.56% | Reduce -1.2% | 27,288 | $8.8M |
| Nicolet Bankshares Inc. | 0.32% | Add +52.6% | 27,187 | $8.7M |
| Graves Light Lenhart Wealth, Inc. | 0.90% | Add +0.0% | 27,037 | $8.7M |
| Atala Financial Inc | 5.81% | Add +7.1% | 26,831 | $8.7M |
| Financial Planning Hawaii, Inc. | 5.09% | Add +1.7% | 26,926 | $8.6M |
| Trust Co | 0.81% | Reduce -0.1% | 26,897 | $8.6M |
| Ancora Advisors LLC | 0.18% | Reduce -4.0% | 26,884 | $8.6M |
| Vannoy Advisory Group, Inc. | 5.45% | Reduce -0.5% | 26,848 | $8.6M |
| PDS Planning, Inc | 0.57% | Add +2.4% | 26,786 | $8.6M |
| Tenon Financial LLC | 3.37% | Add +22.8% | 26,751 | $8.6M |
| Selective Wealth Management, Inc. | 2.54% | Add +18.0% | 24,493 | $8.6M |
| Hall Laurie J Trustee | 3.01% | No change | 26,620 | $8.5M |
| Medallion Wealth Advisors, LLC | 2.79% | Reduce -0.4% | 26,591 | $8.5M |
| Ausdal Financial Partners, Inc. | 0.38% | Reduce -0.8% | 26,563 | $8.5M |
| CFO4Life Group, LLC | 1.29% | Reduce -0.3% | 26,373 | $8.5M |
| Orcam Financial Group | 5.99% | Add +0.3% | 26,319 | $8.4M |
| NorthCrest Asset Manangement, LLC | 0.26% | Add +47.6% | 25,985 | $8.4M |
| Stevens Capital Partners | 2.02% | Add +6.5% | 26,188 | $8.4M |
| BSW Wealth Partners | 1.02% | Reduce -1.5% | 26,132 | $8.4M |
| Claro Advisors Inc. | 1.01% | Add +75.8% | 26,088 | $8.4M |
| NWF Advisory Services Inc. | 0.94% | Add +5.5% | 26,078 | $8.4M |
| Romano Brothers and Company | 0.95% | Add +4.5% | 26,067 | $8.4M |
| C M Bidwell & Associates Ltd. | 3.90% | Add +2.8% | 26,016 | $8.3M |
| Balboa Wealth Partners | 1.40% | Add +1.1% | 25,978 | $8.3M |
| Global Trust Wealth Management LLC | 6.28% | Add +0.7% | 25,905 | $8.3M |
| WCG Wealth Advisors LLC | 0.23% | Reduce -0.0% | 25,883 | $8.3M |
| Moneco Advisors, LLC | 0.64% | Add +3.1% | 25,852 | $8.3M |
| Signet Financial Management, LLC | 0.93% | Reduce -0.2% | 25,847 | $8.3M |
| M3 Advisory Group, LLC | 5.10% | Add +0.8% | 25,807 | $8.3M |
| Resonant Capital Advisors, LLC | 0.43% | Reduce -0.3% | 25,615 | $8.2M |
| Highland Financial Advisors, LLC | 2.16% | Reduce -0.1% | 25,554 | $8.2M |
| Quantum Financial Advisors, LLC | 0.92% | Add +7.6% | 25,506 | $8.2M |
| McLean Asset Management Corp | 1.42% | No change | 25,364 | $8.1M |
| Capital Investment Advisors, LLC | 0.12% | Add +32.5% | 25,242 | $8.1M |
| Steph & Co. | 2.31% | Add +8.2% | 25,215 | $8.1M |
| Apex Wealth Management, LLC | 5.51% | Add +118.3% | 25,045 | $8.0M |
| Plan Group Financial, LLC | 1.88% | Add +7.9% | 24,942 | $8.0M |
| Gerber Kawasaki Wealth & Investment Management | 0.25% | Add +1.5% | 24,922 | $8.0M |
| Private Trust Co. NA | 0.71% | Reduce -16.0% | 24,918 | $8.0M |
| Pitti Group Wealth Management, LLC | 6.48% | Add +2.6% | 24,887 | $8.0M |
| Old National Bancorp | 0.13% | Add +62.3% | 24,876 | $8.0M |
| Greenleaf Trust | 0.08% | Add +1.8% | 24,859 | $8.0M |
| Saxon Interests, Inc. | 2.75% | Reduce -0.7% | 24,779 | $7.9M |
| McIlrath & Eck, LLC | 0.59% | Reduce -0.5% | 24,663 | $7.9M |
| Sjbenen Advisory, LLC | 6.60% | Reduce -49.0% | 24,562 | $7.9M |
| Seamount Financial Group Inc. | 3.52% | Add +0.5% | 24,367 | $7.8M |
| Inscription Capital, LLC | 0.82% | Reduce -5.2% | 24,356 | $7.8M |
| Debussy Capital Management LP | 1.08% | Reduce -2.5% | 24,353 | $7.8M |
| Jane Street Group, LLC | 0.01% | Reduce -18.7% | 24,267 | $7.8M |
| Capital Investment Counsel, LLC | 1.07% | Reduce -0.2% | 24,259 | $7.8M |
| Arq Wealth Advisors, LLC | 1.40% | Reduce -1.1% | 24,178 | $7.8M |
| Prodigy Asset Management LLC | 2.58% | Add +36.2% | 24,110 | $7.7M |
| Black Diamond Financial, LLC | 0.84% | Add +1.3% | 24,082 | $7.7M |
| Bawa N Mallick Trust | 3.15% | No change | 24,000 | $7.7M |
| B. Riley Wealth Advisors, Inc. | 0.50% | Reduce -13.3% | 24,651 | $7.7M |
| Permanent Capital Management, LP | 1.19% | Reduce -8.8% | 21,645 | $7.7M |
| HM Payson & Co. | 0.11% | Add +0.1% | 23,880 | $7.7M |
| Greenhouse Wealth Management, LLC | 4.73% | Reduce -2.7% | 23,822 | $7.6M |
| Financial Planning Fort Collins, LLC | 5.95% | Add +2.7% | 21,601 | $7.6M |
| Sowell Financial Services LLC | 0.28% | Add +15.9% | 23,699 | $7.6M |
| Life Planning Partners, Inc | 5.78% | Reduce -0.7% | 23,605 | $7.6M |
| Florida Trust Wealth Management Co | 0.21% | Reduce -0.1% | 23,579 | $7.6M |
| Boston Trust Walden Corp | 0.06% | Add +0.7% | 23,413 | $7.5M |
| Tenret Co LLC | 3.62% | No change | 23,341 | $7.5M |
| Purpose Unlimited Inc. | 0.31% | Add +0.1% | 23,274 | $7.5M |
| Osborne Partners Capital Management, LLC | 0.39% | Reduce -5.2% | 23,213 | $7.4M |
| Snowwater Investment Partners, LLC | 6.98% | Add +0.2% | 23,073 | $7.4M |
| Acima Private Wealth, LLC | 2.32% | Add +0.2% | 23,041 | $7.4M |
| Scratch Capital LLC | 4.22% | Add +1.5% | 22,974 | $7.4M |
| Rehmann Capital Advisory Group | 0.38% | Add +4.4% | 22,962 | $7.4M |
| Williams Jones Wealth Management, LLC. | 0.09% | Add +337.1% | 22,958 | $7.4M |
| FC Advisory LLC | 2.15% | Reduce -0.8% | 22,944 | $7.4M |
| Abundance Wealth Counselors | 1.05% | Add +32.4% | 22,857 | $7.3M |
| IMC-Chicago, LLC | 0.11% | Add +67.8% | 22,822 | $7.3M |
| Guidance Capital, Inc. | 1.64% | Add +11.7% | 20,494 | $7.3M |
| Hudson Value Partners, LLC | 2.18% | Add +2.1% | 22,742 | $7.3M |
| Trademark Financial Management, LLC | 3.57% | Add +35.1% | 22,704 | $7.3M |
| Generations Wealth, LLC | 7.07% | Add +15.7% | 22,685 | $7.3M |
| Capital Investment Advisory Services, LLC | 0.53% | Add +2.9% | 22,633 | $7.3M |
| Signal Advisors Wealth, LLC | 0.50% | Reduce -10.1% | 22,629 | $7.3M |
| SigFig Wealth Management, LLC | 0.21% | Reduce -4.5% | 22,667 | $7.2M |
| CBIZ Investment Advisory Services, LLC | 0.26% | Reduce -0.9% | 22,438 | $7.2M |
| Fiducient Advisors LLC | 0.94% | Add +9.4% | 22,434 | $7.2M |
| Cullen/Frost Bankers, Inc. | 0.08% | Add +53.5% | 22,283 | $7.1M |
| Insigneo Advisory Services, LLC | 0.51% | Add +6.2% | 22,264 | $7.1M |
| Equitable Trust Co. | 0.33% | Reduce -0.3% | 22,245 | $7.1M |
| Level Financial Advisors | 1.82% | Add +6.1% | 22,218 | $7.1M |
| Global Wealth Management, LLC | 3.85% | Reduce -3.8% | 22,015 | $7.1M |
| Calamos Wealth Management LLC | 0.25% | No change | 21,947 | $7.0M |
| Calamos Advisors LLC | 0.04% | New | 21,947 | $7.0M |
| Human Investing LLC | 1.02% | Add +0.7% | 21,885 | $7.0M |
| CVFG LLC | 0.87% | Add +16.5% | 21,870 | $7.0M |
| Ignite Planners, LLC | 1.08% | Add +941.3% | 21,846 | $7.0M |
| Allied Investment Advisors, LLC | 1.00% | No change | 21,829 | $7.0M |
| Susquehanna Advisors Group, Inc. | 0.47% | No change | 21,775 | $7.0M |
| Van Strum & Towne Inc. | 2.04% | Add +0.0% | 21,765 | $7.0M |
| Peapack Gladstone Financial Corp. | 0.09% | Add +4.6% | 21,675 | $7.0M |
| Levin Capital Strategies, L.P. | 0.53% | Reduce -8.8% | 21,619 | $6.9M |
| HORAN Wealth, LLC | 0.66% | Add +100.0% | 20,706 | $6.9M |
| Beacon Advisors Holdings, LLC | 3.68% | Add +0.0% | 21,447 | $6.9M |
| Decker Retirement Planning Inc. | 3.11% | Add +14.6% | 21,399 | $6.9M |
| Fisher Asset Management | 0.00% | Add +26.6% | 21,302 | $6.8M |
| Keyes, Stange & Wooten Wealth Management, LLC | 3.05% | Add +0.6% | 21,295 | $6.8M |
| Integral Investment Advisors, Inc. | 1.70% | Reduce -1.4% | 21,293 | $6.8M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.33% | Reduce -22.9% | 21,284 | $6.8M |
| Forbes Financial Planning, Inc. | 3.93% | Add +1.8% | 21,212 | $6.8M |
| Lanark Financial, Inc. | 0.51% | Add +0.8% | 21,176 | $6.8M |
| Heritage Investors Management Corp. | 0.21% | Reduce -1.7% | 21,125 | $6.8M |
| Rothschild Investment LLC | 0.35% | Add +0.1% | 21,088 | $6.8M |
| Snowden Capital Advisors LLC | 0.18% | Add +1.4% | 21,047 | $6.8M |
| Trek Financial, LLC | 0.36% | Add +12.0% | 21,021 | $6.7M |
| Brooklyn Investment Group | 0.21% | Add +59.1% | 21,014 | $6.7M |
| Nations Financial Group Inc, /Ia/ | 0.35% | Add +3.2% | 20,963 | $6.7M |
| Hancock Whitney Corp. | 0.12% | Reduce -0.1% | 20,604 | $6.7M |
| Plante Moran Financial Advisors, LLC | 0.43% | Add +6.9% | 20,955 | $6.7M |
| Hopwood Nicholas Hunter | 2.13% | Reduce -1.6% | 20,853 | $6.7M |
| Harrell Investment Partners, LLC | 1.59% | Add +5.7% | 20,828 | $6.7M |
| Earned Wealth Advisors, LLC | 0.45% | Add +0.8% | 20,827 | $6.7M |
| Apollon Financial, LLC | 0.92% | Reduce -0.4% | 20,782 | $6.7M |
| Advus Financial Partners, LLC | 1.67% | Reduce -4.1% | 20,750 | $6.7M |
| SilverOak Wealth Management LLC | 1.05% | Add +3.2% | 20,695 | $6.6M |
| Whittier Trust Co. of Nevada Inc. | 0.14% | Add +0.1% | 20,409 | $6.6M |
| Sand Hill Global Advisors, LLC | 0.22% | Add +0.8% | 20,648 | $6.6M |
| True North Advisors, LLC | 0.75% | Reduce -2.9% | 20,620 | $6.6M |
| Intrua Financial, LLC | 0.71% | Add +5.9% | 20,620 | $6.6M |
| Soltis Investment Advisors LLC | 0.43% | Add +47.8% | 20,591 | $6.6M |
| Quantify Chaos Advisors, LLC | 20.59% | Reduce -0.3% | 20,577 | $6.6M |
| IMA Advisory Services, Inc. | 0.64% | Add +0.8% | 20,563 | $6.6M |
| AssuredPartners Investment Advisors, LLC | 0.72% | Add +44.0% | 20,184 | $6.6M |
| Arbor Wealth Advisors LLC | 4.60% | Add +3.2% | 20,458 | $6.6M |
| First Manhattan Co. Llc. | 0.02% | Add +16.4% | 20,431 | $6.6M |
| Westmount Partners, LLC | 1.61% | Reduce -3.3% | 20,402 | $6.5M |
| Strategic Point Investment Advisors, LLC | 0.95% | Reduce -2.4% | 20,383 | $6.5M |
| Spire Wealth Management | 0.22% | Reduce -15.4% | 20,262 | $6.5M |
| Sagespring Wealth Partners, LLC | 0.12% | Reduce -65.1% | 20,173 | $6.5M |
| Aries Wealth Management | 1.42% | Add +7.2% | 20,096 | $6.4M |
| Guardian Wealth Advisors, LLC / NC | 0.41% | Add +4.7% | 20,064 | $6.4M |
| TD Private Client Wealth LLC | 0.13% | Add +1.3% | 20,045 | $6.4M |
| Midland Wealth Advisors, LLC | 0.33% | Reduce -1.3% | 20,038 | $6.4M |
| Astra Wealth Partners LLC | 4.05% | Reduce -2.2% | 20,020 | $6.4M |
| Accredited Investors Inc. | 0.34% | Add +0.3% | 19,870 | $6.4M |
| West Paces Advisors Inc. | 1.23% | Add +0.2% | 19,824 | $6.4M |
| Thrive Wealth Management, LLC | 0.94% | Add +5.8% | 19,724 | $6.3M |
| Advisory Alpha, LLC | 0.17% | Add +3.3% | 19,708 | $6.3M |
| Wimmer Associates 1, LLC | 3.06% | Reduce -0.3% | 19,530 | $6.3M |
| Syntegra Private Wealth Group, LLC | 0.59% | Add +0.3% | 19,501 | $6.3M |
| First Citizens Bank & Trust Co. | 0.13% | Reduce -9.1% | 19,500 | $6.3M |
| Integrated Wealthcare, LLC | 5.23% | Reduce -0.2% | 19,476 | $6.2M |
| Align Financial, LLC | 3.55% | Reduce -99.7% | 19,466 | $6.2M |
| Successful Portfolios LLC | 3.44% | Add +6.8% | 19,603 | $6.2M |
| CDM Financial Counseling Services, Inc. | 5.96% | Add +1.7% | 18,753 | $6.2M |
| Washington Trust Bank | 0.46% | Add +9.4% | 19,417 | $6.2M |
| Crestwood Advisors Group, LLC | 0.10% | Reduce -0.6% | 19,324 | $6.2M |
| Unify Financial Advisors | 6.44% | Add +1.4% | 19,286 | $6.2M |
| Kastel Capital Advisors, LLC | 3.80% | No change | 18,445 | $6.2M |
| Atlantic Union Bankshares Corp | 0.12% | Reduce -2.0% | 19,272 | $6.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.35% | Add +1.7% | 19,269 | $6.2M |
| MCF Advisors LLC | 0.27% | Add +11.2% | 19,252 | $6.2M |
| Navigate Wealth Management, LLC | 4.33% | — | 17,734 | $6.2M |
| Fiduciary Alliance LLC | 0.37% | Add +1.0% | 17,858 | $6.2M |
| Trevian Wealth Management LLC | 3.04% | Reduce -3.4% | 19,209 | $6.2M |
| Alpha Capital Advisors Inc. | 5.85% | Add +3.2% | 19,169 | $6.1M |
| Mayflower Financial Advisors, LLC | 0.75% | Reduce -0.6% | 19,130 | $6.1M |
| Cutler Investment Counsel LLC | 0.63% | Reduce -3.2% | 19,086 | $6.1M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.06% | Reduce -5.5% | 18,271 | $6.1M |
| Partners Capital Investment Group, LLP | 0.23% | Add +3.7% | 19,052 | $6.1M |
| Wind River Trust Co | 2.30% | No change | 19,027 | $6.1M |
| Montis Financial, LLC | 1.26% | Reduce -5.6% | 19,007 | $6.1M |
| L & S Advisors Inc | 0.76% | Reduce -19.1% | 18,885 | $6.1M |
| Summit Investment Advisory Services, LLC | 2.25% | Add +0.2% | 18,876 | $6.1M |
| Blume Capital Management, Inc. | 1.03% | No change | 18,860 | $6.1M |
| Smith Salley Wealth Management | 0.30% | Add +34.8% | 18,837 | $6.0M |
| Old Mission Capital LLC | 0.14% | Add +1964.8% | 18,810 | $6.0M |
| Arete Wealth Advisors, LLC | 0.45% | Reduce -0.3% | 18,809 | $6.0M |
| ACT Advisors, LLC. | 2.57% | Add +0.3% | 18,802 | $6.0M |
| Riverview Capital Advisers, LLC | 2.01% | Add +5.2% | 18,796 | $6.0M |
| Berger Financial Group, Inc | 0.34% | Add +4.0% | 18,788 | $6.0M |
| WoodTrust Financial Corp | 0.78% | Reduce -40.3% | 18,731 | $6.0M |
| United Community Bank | 2.00% | Add +40.4% | 18,721 | $6.0M |
| Evercore Wealth Management, LLC | 0.09% | Add +0.0% | 18,704 | $6.0M |
| Wealth Architects, LLC | 0.53% | Add +0.1% | 18,687 | $6.0M |
| Traveka Wealth, LLC | 2.28% | Add +1.2% | 18,652 | $6.0M |
| SHP Wealth Management | 0.45% | Add +2.8% | 18,634 | $6.0M |
| Quadrant Private Wealth Management, LLC | 0.92% | Add +8.5% | 18,611 | $6.0M |
| Faithward Advisors, LLC | 0.85% | Add +13.0% | 18,605 | $6.0M |
| Marino, Stram & Associates LLC | 1.07% | Add +6.2% | 18,563 | $6.0M |
| Northern Lights Advisors, Inc. | 4.02% | Reduce -5.8% | 18,516 | $5.9M |
| Durante & Waters, LLC | 4.29% | Reduce -1.6% | 18,493 | $5.9M |
| Five Pine Wealth Management | 3.69% | Add +1.4% | 18,477 | $5.9M |
| Neuberger Berman Group LLC | 0.00% | Reduce -3.3% | 18,476 | $5.9M |
| Atlas Capital Advisors Inc. | 0.68% | Add +0.3% | 18,473 | $5.9M |
| DT Investment Partners, LLC | 0.49% | Reduce -4.6% | 18,445 | $5.9M |
| Naples Global Advisors, LLC | 0.43% | Reduce -0.4% | 18,400 | $5.9M |
| Martin Capital Advisors, LLP | 3.72% | Reduce -0.3% | 18,366 | $5.9M |
| Evergreen Capital Management LLC | 0.13% | Add +1.1% | 18,322 | $5.9M |
| First Command Advisory Services, Inc. | 0.04% | Add +73.9% | 18,315 | $5.9M |
| Moors & Cabot, Inc. | 0.25% | Add +22.8% | 18,274 | $5.9M |
| Fort Henry Capital, LLC | 3.54% | Add +5.0% | 18,265 | $5.9M |
| Lunt Capital Management, Inc. | 2.24% | Add +4.8% | 18,205 | $5.8M |
| Legacy Wealth Advisors, LLC | 2.97% | Add +3.4% | 18,144 | $5.8M |
| Advocate Group LLC | 0.91% | Reduce -1.2% | 18,129 | $5.8M |
| Keener Financial Planning LLC | 2.44% | Add +20.9% | 18,107 | $5.8M |
| Rockwood Wealth Management, LLC | 0.42% | Add +6.0% | 18,094 | $5.8M |
| Heartland Bank & Trust Co | 1.31% | New | 18,072 | $5.8M |
| Rialto Wealth Management, LLC | 1.30% | Add +98.3% | 18,041 | $5.8M |
| Advisors Capital Management, LLC | 0.07% | Add +4.5% | 18,010 | $5.8M |
| Moody LYNN Lieberson & Walker, LLC | 0.32% | Add +1.0% | 18,005 | $5.8M |
| Factorial Partners, LLC | 4.19% | Reduce -1.4% | 18,000 | $5.8M |
| Optima Capital LLC | 2.68% | Add +1.5% | 17,987 | $5.8M |
| Capital Advisors Wealth Management, LLC | 0.77% | Add +2.3% | 17,920 | $5.7M |
| American Trust | 0.51% | Add +3.1% | 17,882 | $5.7M |
| Arista Wealth Management, LLC | 0.70% | Reduce -0.0% | 17,862 | $5.7M |
| Guyasuta Investment Advisors Inc. | 0.33% | Reduce -15.3% | 17,844 | $5.7M |
| Legacy Financial Advisors, Inc. | 0.80% | Reduce -1.1% | 17,798 | $5.7M |
| Cannell & Spears LLC | 0.11% | Add +1.1% | 17,793 | $5.7M |
| PKS Advisory Services, LLC | 1.33% | Add +4.1% | 17,788 | $5.7M |
| Hurlow Wealth Management Group, Inc. | 1.35% | Add +0.1% | 17,697 | $5.7M |
| Howland Capital Management LLC | 0.22% | No change | 17,647 | $5.7M |
| CIBC Asset Management Inc | 0.01% | Add +26.7% | 17,646 | $5.7M |
| Clear Creek Financial Management, LLC | 0.43% | Add +10.4% | 17,631 | $5.7M |
| Flagship Private Wealth, LLC | 2.30% | Reduce -1.1% | 17,629 | $5.7M |
| Charis Legacy Partners, LLC | 8.27% | Add +8.4% | 17,618 | $5.7M |
| Elite Financial, Inc. | 2.53% | Add +3.1% | 17,609 | $5.6M |
| FreeGulliver LLC | 2.38% | Add +1257.6% | 17,581 | $5.6M |
| 55 North Private Wealth, LLC | 1.44% | Reduce -0.1% | 17,576 | $5.6M |
| R. W. Roge & Company, Inc. | 2.68% | Reduce -0.3% | 17,539 | $5.6M |
| Mitchell McLeod Pugh & Williams Inc. | 0.83% | Add +3.4% | 17,526 | $5.6M |
| Lakeside Advisors, INC. | 3.74% | No change | 17,473 | $5.6M |
| 1015 Capital Partners, LLC | 5.42% | No change | 17,393 | $5.6M |
| RVW Wealth, LLC | 0.43% | Reduce -29.0% | 17,356 | $5.6M |
| EdgeRock Capital LLC | 1.50% | Reduce -4.8% | 17,329 | $5.6M |
| Bedel Financial Consulting, Inc. | 0.64% | Add +0.2% | 17,321 | $5.6M |
| Mitchell Sinkler & Starr | 2.56% | Reduce -0.5% | 17,315 | $5.6M |
| Bogart Wealth, LLC | 0.21% | Add +0.9% | 17,310 | $5.6M |
| Coyle Financial Counsel LLC | 1.17% | Add +0.3% | 17,219 | $5.5M |
| Prospect Financial Group LLC | 5.10% | Reduce -0.8% | 17,203 | $5.5M |
| Maseco LLP | 0.17% | Add +12.8% | 17,187 | $5.5M |
| Strategic Financial Group, LLC | 5.68% | — | 17,185 | $5.5M |
| SeaCrest Wealth Management, LLC | 0.59% | Add +1.6% | 17,120 | $5.5M |
| Selby Wealth Management, LLC | 2.15% | Reduce -0.4% | 17,029 | $5.5M |
| Capital Asset Managemnet, LLC | 6.15% | Add +0.6% | 17,020 | $5.5M |
| Rockingstone Advisors LLC | 2.50% | Add +0.1% | 17,000 | $5.5M |
| ARK & TLK Investments, LLC | 1.47% | Reduce -2.0% | 16,944 | $5.4M |
| Perennial Advisors, LLC | 0.93% | Reduce -6.2% | 16,901 | $5.4M |
| American Financial Advisors, LLC | 0.72% | Add +0.9% | 16,882 | $5.4M |
| Studio Investment Management LLC | 0.98% | Reduce -0.3% | 16,871 | $5.4M |
| Verum Partners LLC | 1.03% | Add +11.8% | 16,871 | $5.4M |
| Quarry Hill Advisors, LLC | 2.22% | Reduce -1.4% | 15,422 | $5.4M |
| Compass Capital Corp. /Ma/ | 1.93% | Add +93.3% | 14,988 | $5.4M |
| Moisand Fitzgerald Tamayo, LLC | 0.58% | Reduce -2.0% | 16,804 | $5.4M |
| Russell Investments Group, Ltd. | 0.01% | Add +0.7% | 16,752 | $5.4M |
| SouthState Bank Corp | 0.25% | Add +11.7% | 16,703 | $5.4M |
| First Citizens Financial Corp | 2.51% | Add +12.5% | 16,593 | $5.3M |
| Friday Financial | 1.83% | Add +0.1% | 16,571 | $5.3M |
| Wescott Financial Advisory Group, LLC | 0.47% | Add +0.8% | 16,557 | $5.3M |
| Fifth Third Wealth Advisors LLC | 0.18% | Add +5.8% | 16,547 | $5.3M |
| Quartz Partners, LLC | 2.05% | No change | 16,546 | $5.3M |
| Fort Point Capital Partners LLC | 0.70% | Add +0.8% | 16,523 | $5.3M |
| Financial Solutions Advisory Group, Inc. | 0.73% | — | 16,488 | $5.3M |
| D.B. Root & Company, LLC | 1.26% | Add +9.4% | 16,379 | $5.3M |
| FAS Wealth Partners, Inc. | 0.33% | Reduce -4.7% | 16,344 | $5.2M |
| Bluestem Financial Advisors, LLC | 2.02% | Add +4.1% | 16,312 | $5.2M |
| NavPoint Financial, Inc. | 2.11% | Add +5.2% | 16,284 | $5.2M |
| Hanson & Doremus Investment Management | 0.60% | Add +5.9% | 16,211 | $5.2M |
| Marex Group Ltd | 0.05% | No change | 16,187 | $5.2M |
| Two Sigma Securities, LLC | 0.60% | New | 16,176 | $5.2M |
| Kaydan Wealth Management, Inc. | 1.73% | Reduce -1.6% | 16,130 | $5.2M |
| Bryn Mawr Trust Advisors, LLC | 0.25% | Reduce -2.1% | 15,969 | $5.1M |
| Strid Group, LLC | 0.63% | Reduce -1.8% | 15,954 | $5.1M |
| Eclectic Associates Inc. | 0.68% | Add +92.5% | 15,948 | $5.1M |
| Provident Living Financial Services, Inc. | 5.64% | Add +6.3% | 15,937 | $5.1M |
| Consolidated Portfolio Review Corp | 0.47% | Add +0.3% | 15,912 | $5.1M |
| Traynor Capital Management, Inc. | 0.30% | Add +5.5% | 16,358 | $5.1M |
| Lam Group, Inc. | 2.80% | Add +4.2% | 15,891 | $5.1M |
| Summit Wealth Group LLC / Co. | 0.54% | Add +17.6% | 15,885 | $5.1M |
| Acorn Wealth Advisors, LLC | 1.48% | Add +1.0% | 15,836 | $5.1M |
| Harbor Asset Planning, Inc. | 4.27% | Add +0.0% | 15,830 | $5.1M |
| LRI Investments, LLC | 0.45% | Add +10.5% | 15,828 | $5.1M |
| Talisman Wealth Advisors LLC | 4.08% | Add +21.7% | 15,807 | $5.1M |
| BNP Paribas Financial Markets | 0.00% | Add +281.6% | 15,771 | $5.1M |
| Larson Financial Group LLC | 0.16% | Reduce -0.4% | 15,680 | $5.0M |
| Whittier Trust Co. | 0.06% | No change | 15,408 | $5.0M |
| Francis Financial, Inc. | 0.93% | Add +1.4% | 15,604 | $5.0M |
| West Financial Advisors, LLC | 0.85% | Reduce -2.0% | 15,593 | $5.0M |
| Providence First Trust Co | 1.76% | Add +0.4% | 15,592 | $5.0M |
| High Net Worth Advisory Group LLC | 1.16% | Reduce -2.1% | 15,559 | $5.0M |
| Atlas Legacy Advisors, LLC | 0.91% | Add +10.8% | 15,490 | $5.0M |
| Bayban | 4.31% | Reduce -0.1% | 15,466 | $5.0M |
| City Holding Co. | 0.62% | Reduce -0.8% | 15,452 | $5.0M |
| Cassaday & Co Wealth Management LLC | 0.11% | Reduce -1.7% | 15,450 | $5.0M |
| TIAA Wealth Investment Management LLC | 0.04% | — | 15,784 | $4.9M |
| Moulton Wealth Management, Inc. | 3.33% | Reduce -44.0% | 15,128 | $4.9M |
| Indiana Trust & Investment Management Co | 1.51% | Add +12.6% | 15,194 | $4.9M |
| Blue Edge Capital, LLC | 0.65% | Add +5.4% | 15,191 | $4.9M |
| Crewe Advisors LLC | 0.42% | Add +5.4% | 15,190 | $4.9M |
| Iron Gate Global Advisors LLC | 0.51% | Add +3.0% | 15,185 | $4.9M |
| Foresight Capital Management Advisors, Inc. | 2.71% | Add +0.6% | 15,168 | $4.9M |
| Washington Trust Advisors, Inc. | 0.39% | Add +4.3% | 15,147 | $4.9M |
| Pallas Capital Advisors LLC | 0.18% | Add +28.7% | 15,113 | $4.8M |
| Rf&l Wealth Management, LLC | 3.61% | Reduce -3.8% | 15,017 | $4.8M |
| United Bank | 0.62% | Reduce -19.6% | 15,000 | $4.8M |
| HBW Advisory Services LLC | 0.51% | Add +10.9% | 14,954 | $4.8M |
| Shakespeare Wealth Management, LLC | 1.14% | Add +0.5% | 14,945 | $4.8M |
| Milestone Investment Advisors LLC | 1.16% | Add +1.2% | 14,939 | $4.8M |
| Vicus Capital | 0.35% | Reduce -1.9% | 14,935 | $4.8M |
| Pps&v Asset Management Consultants, Inc. | 2.92% | Add +2.0% | 14,899 | $4.8M |
| BOK Financial Private Wealth, Inc. | 0.29% | Reduce -2.6% | 14,894 | $4.8M |
| GWN Securities Inc. | 0.91% | Add +33.8% | 14,887 | $4.8M |
| Fingerlakes Wealth Management, Inc. | 3.16% | Reduce -0.6% | 14,861 | $4.8M |
| Capasso Planning Partners LLC | 2.57% | Add +1.2% | 14,822 | $4.8M |
| WealthBridge Capital Management, LLC | 1.09% | Reduce -1.3% | 14,766 | $4.7M |
| Single Point Partners, LLC | 0.94% | Add +6.6% | 14,747 | $4.7M |
| Curry Webb Wealth Management LLC | 2.23% | Reduce -10.7% | 14,732 | $4.7M |
| Bright Financial Advisors, Inc. | 2.16% | Reduce -2.1% | 14,724 | $4.7M |
| Bear Mountain Capital, Inc. | 1.42% | Reduce -0.1% | 13,449 | $4.7M |
| Clifford Swan Investment Counsel LLC | 0.16% | Add +6.3% | 14,670 | $4.7M |
| DKM Wealth Management, Inc. | 3.39% | No change | 14,669 | $4.7M |
| Keel Point, LLC | 0.32% | Add +2.9% | 14,667 | $4.7M |
| Mission Creek Capital Partners, Inc. | 0.94% | Add +2.9% | 14,654 | $4.7M |
| Andrews Advisory Associates, LLC | 2.47% | Reduce -1.3% | 14,643 | $4.7M |
| Madrid Wealth Management, LLC | 3.53% | Reduce -0.1% | 14,598 | $4.7M |
| Stonebridge Financial Group, LLC | 0.38% | Add +0.3% | 14,586 | $4.7M |
| Phillip James Consulting Co. | 3.55% | New | 14,577 | $4.7M |
| Councilmark Asset Management, LLC | 2.68% | No change | 14,559 | $4.7M |
| BCS Wealth Management | 0.95% | Reduce -38.0% | 14,556 | $4.7M |
| Madrona Financial Services, LLC | 1.02% | Reduce -10.4% | 14,530 | $4.7M |
| Investment Advisory Group, LLC | 1.18% | Add +6.6% | 14,495 | $4.7M |
| Gerber, LLC | 2.62% | Add +0.0% | 14,464 | $4.6M |
| Mosley Wealth Management | 2.10% | Reduce -0.0% | 14,130 | $4.6M |
| Biltmore Family Office, LLC | 0.65% | Reduce -20.1% | 14,435 | $4.6M |
| Narus Financial Partners, LLC | 1.21% | Add +0.9% | 14,426 | $4.6M |
| Aspen Investment Management Inc | 1.42% | Reduce -0.9% | 14,424 | $4.6M |
| Ascentis Independent Advisors | 0.35% | Add +403.3% | 14,418 | $4.6M |
| Kendall Capital Management | 0.94% | Add +0.6% | 14,332 | $4.6M |
| Quadcap Wealth Management, LLC | 0.52% | Reduce -2.7% | 14,321 | $4.6M |
| Roehl & Yi Investment Advisors, LLC | 1.72% | Add +11.1% | 45,062 | $4.6M |
| Financial Alternatives, Inc | 2.47% | Reduce -59.0% | 14,271 | $4.6M |
| Diversified Management Inc. | 0.78% | Reduce -5.7% | 14,250 | $4.6M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.34% | Add +11.9% | 14,212 | $4.6M |
| Innealta Capital, LLC | 2.83% | Reduce -15.3% | 14,174 | $4.5M |
| QRG Capital Management, Inc. | 0.05% | Add +17.9% | 14,161 | $4.5M |
| Aurdan Capital Management, LLC | 1.36% | Add +14.4% | 14,153 | $4.5M |
| Cambria Investment Management, L.P. | 0.25% | Reduce -29.8% | 14,111 | $4.5M |
| Maripau Wealth Management LLC | 1.99% | Add +30.6% | 14,089 | $4.5M |
| Old Peak Finance LLC | 2.64% | Add +17.3% | 14,077 | $4.5M |
| Legal Advantage Investments, Inc. | 2.33% | Reduce -4.4% | 14,049 | $4.5M |
| Creekside Partners | 1.85% | Add +41.1% | 14,037 | $4.5M |
| Flagstar Securities, Inc. | 1.63% | Reduce -8.2% | 14,025 | $4.5M |
| CogentBlue Wealth Advisors, LLC | 3.02% | Add +1.4% | 14,019 | $4.5M |
| Jim Saulnier & Associates, LLC | 2.19% | Add +87.3% | 13,996 | $4.5M |
| First National Bank of Mount Dora, Trust Investment Services | 0.97% | No change | 13,955 | $4.5M |
| Geometric Wealth Advisors | 0.56% | Add +13.2% | 13,929 | $4.5M |
| Elmwood Wealth Management, Inc. | 1.23% | Add +443.0% | 13,918 | $4.5M |
| O'ROURKE & COMPANY, Inc | 1.76% | Reduce -5.3% | 13,870 | $4.4M |
| Hardin Capital Partners, LLC | 2.06% | Add +8.3% | 13,863 | $4.4M |
| Clear Retirement Advice LLC | 3.48% | Add +2.6% | 13,829 | $4.4M |
| Maimon Wealth Management LTD. | 3.89% | Add +10.7% | 14,213 | $4.4M |
| Rodgers & Associates, LTD | 0.45% | Add +0.9% | 13,780 | $4.4M |
| Strathmore Capital Advisors, Inc. | 1.25% | Add +11.7% | 12,552 | $4.4M |
| Fulton Bank, N.A. | 0.16% | Add +0.0% | 13,771 | $4.4M |
| Nemes Rush Group LLC | 0.42% | Reduce -0.8% | 13,743 | $4.4M |
| Hohimer Wealth Management, LLC | 0.54% | Reduce -1.3% | 13,723 | $4.4M |
| White Lighthouse Investment Management Inc. | 0.61% | Add +2.8% | 13,698 | $4.4M |
| DBK Financial Counsel, LLC | 3.32% | Reduce -2.3% | 13,654 | $4.4M |
| Kaufman Rossin Wealth, LLC | 2.49% | Add +41.8% | 13,566 | $4.4M |
| Woodside Wealth Management LLC | 3.39% | Add +1.4% | 13,528 | $4.3M |
| Hills Bank & Trust Co | 0.21% | Add +1.6% | 13,516 | $4.3M |
| First Trust Advisors LP | 0.00% | Reduce -4.3% | 13,460 | $4.3M |
| Leo Wealth, LLC | 0.31% | Reduce -3.8% | 13,440 | $4.3M |
| CFS Investment Advisory Services, LLC | 0.30% | Add +4.2% | 12,296 | $4.3M |
| Sentry LLC | 1.37% | Reduce -0.7% | 13,412 | $4.3M |
| Sylvest Advisors, LLC | 2.28% | Add +2.9% | 13,382 | $4.3M |
| Values Added Financial LLC | 1.80% | Reduce -0.9% | 13,346 | $4.3M |
| TruNorth Capital Management, LLC | 0.82% | Reduce -6.1% | 13,327 | $4.3M |
| Transcend Capital Advisors, LLC | 0.34% | Add +0.6% | 13,323 | $4.3M |
| Avant Capital LLC | 2.99% | Reduce -2.1% | 13,267 | $4.3M |
| Tred Avon Family Wealth, LLC | 1.41% | Add +3.5% | 13,242 | $4.2M |
| BNC Wealth Management, LLC | 1.18% | Reduce -3.7% | 13,241 | $4.2M |
| Money Concepts Capital Corp. | 0.23% | Add +0.3% | 13,225 | $4.2M |
| Silvercrest Asset Management Group LLC | 0.03% | No change | 13,206 | $4.2M |
| Twin Lakes Capital Management, LLC | 1.93% | Add +0.3% | 13,200 | $4.2M |
| Boyum Wealth Architects LLC | 1.76% | Add +2.0% | 11,890 | $4.2M |
| Cynosure Group, LLC | 0.53% | Reduce -0.0% | 13,150 | $4.2M |
| Financial Strategies Group, Inc. | 0.71% | Reduce -0.7% | 11,956 | $4.2M |
| Brown Miller Wealth Management, LLC | 1.20% | Add +0.1% | 13,138 | $4.2M |
| IF Advisors, LLC | 2.98% | Add +817.5% | 13,130 | $4.2M |
| Letson Investment Management, Inc. | 1.62% | No change | 13,125 | $4.2M |
| SC&H Financial Advisors, Inc. | 0.63% | Reduce -0.4% | 13,081 | $4.2M |
| Petix & Botte Co | 1.88% | Reduce -48.5% | 13,078 | $4.2M |
| Red Door Wealth Management, LLC | 0.43% | Add +1.4% | 13,034 | $4.2M |
| Donalies Financial Planning, LLC | 3.56% | Reduce -2.0% | 13,011 | $4.2M |
| Blueprint Investment Partners LLC | 0.43% | Reduce -11.8% | 13,007 | $4.2M |
| Keb Asset Management, LLC | 0.79% | Reduce -9.3% | 12,921 | $4.1M |
| James J. Burns & Company, LLC | 0.56% | Reduce -0.6% | 12,917 | $4.1M |
| Cherry Tree Wealth Management, LLC | 0.87% | Reduce -1.9% | 12,883 | $4.1M |
| Csenge Advisory Group | 0.19% | Reduce -12.7% | 12,876 | $4.1M |
| Shepherd Street Advisors LLC | 4.07% | Add +2.8% | 12,868 | $4.1M |
| Asset Dedication, LLC | 0.29% | Reduce -58.3% | 12,855 | $4.1M |
| Pegasus Asset Management, Inc. | 1.32% | Reduce -3.2% | 12,831 | $4.1M |
| Acropolis Investment Management, LLC | 0.18% | Add +1.7% | 12,829 | $4.1M |
| Laurel Oak Wealth Management, LLC | 0.69% | Add +1.8% | 12,827 | $4.1M |
| National Wealth Management Group, LLC | 1.53% | Add +2.3% | 12,823 | $4.1M |
| Embree Financial Group | 0.48% | Reduce -1.6% | 12,797 | $4.1M |
| Forza Wealth Management, LLC | 1.43% | Reduce -1.3% | 12,777 | $4.1M |
| Everest Private Wealth | 2.08% | Reduce -15.6% | 12,770 | $4.1M |
| Pinnacle Financial Group, LLC / IL | 1.12% | Add +1.4% | 12,768 | $4.1M |
| Mattern Wealth Management LLC | 0.80% | No change | 12,737 | $4.1M |
| Strategies Wealth Advisors, LLC | 0.41% | Reduce -3.0% | 12,694 | $4.1M |
| Bernicke Wealth Management, Ltd. | 0.53% | Add +2.0% | 12,683 | $4.1M |
| Aegis Wealth Management LLC | 2.33% | Reduce -2.5% | 12,681 | $4.1M |
| 626 Financial, LLC | 1.81% | Reduce -7.0% | 12,634 | $4.1M |
| Avidian Wealth Enterprises, LLC | 0.13% | Add +59.9% | 12,630 | $4.1M |
| Charter Oak Capital Management, LLC | 0.31% | Add +1.8% | 12,619 | $4.0M |
| Foguth Wealth Management, LLC. | 0.47% | Reduce -16.3% | 10,849 | $4.0M |
| Summit Global Investments | 0.24% | Reduce -3.5% | 12,572 | $4.0M |
| Element Wealth, LLC | 1.66% | Reduce -9.0% | 12,484 | $4.0M |
| Coordinated Financial Services, Inc. | 2.34% | Reduce -3.8% | 12,467 | $4.0M |
| Peak Retirement Planning, Inc. | 0.80% | Reduce -27.1% | 12,461 | $4.0M |
| Icon Wealth Advisors, LLC | 0.26% | Add +4.1% | 11,411 | $4.0M |
| DecisionPoint Financial, LLC | 0.86% | Reduce -0.1% | 12,433 | $4.0M |
| Boston Research & Management Inc. | 0.94% | No change | 12,380 | $4.0M |
| Mayfair Advisory Group, LLC | 1.39% | Add +0.7% | 12,373 | $4.0M |
| Cascade Investment Advisors, Inc. | 2.35% | Add +7.1% | 12,354 | $4.0M |
| Dynasty Wealth Management, LLC | 0.03% | Reduce -28.6% | 12,344 | $4.0M |
| Altura Wealth Advisors Inc. | 1.72% | Add +1.4% | 12,305 | $3.9M |
| Lake Street Private Wealth, LLC | 0.50% | Reduce -3.3% | 12,301 | $3.9M |
| Bridgewealth Advisory Group, LLC | 0.82% | Add +1.3% | 12,293 | $3.9M |
| Everstar Asset Management, LLC | 2.09% | Add +9.0% | 12,240 | $3.9M |
| Aprio Wealth Management, LLC | 0.21% | Reduce -9.4% | 12,240 | $3.9M |
| DiPaolo Financial Group, Inc. | 2.85% | Add +39.5% | 12,210 | $3.9M |
| Hendershot Investments Inc. | 0.53% | Add +0.0% | 12,198 | $3.9M |
| Richmond Investment Services, LLC | 0.63% | Reduce -21.8% | 12,195 | $3.9M |
| Clark Capital Management Group, Inc. | 0.02% | Reduce -8.6% | 12,191 | $3.9M |
| Bridge Generations Wealth Management LLC | 2.24% | Add +0.8% | 12,190 | $3.9M |
| May Hill Capital, LLC | 0.98% | Add +15.8% | 12,161 | $3.9M |
| Tandem Investment Partners LLC | 3.30% | Reduce -8.8% | 12,151 | $3.9M |
| Certified Advisory Corp | 0.35% | Reduce -1.2% | 12,141 | $3.9M |
| Catalyst Financial Partners LLC | 0.46% | Add +11.1% | 12,129 | $3.9M |
| DMKC Advisory Services, LLC | 1.62% | Add +3.5% | 12,088 | $3.9M |
| Sequent Planning LLC | 0.94% | Reduce -4.5% | 12,070 | $3.9M |
| Kestra Investment Management, LLC | 0.07% | Add +301.1% | 11,992 | $3.8M |
| Royal Fund Management, LLC | 0.37% | Add +3.2% | 11,937 | $3.8M |
| Fiduciary Group, LLC | 0.33% | Add +0.5% | 11,950 | $3.8M |
| Canvas Wealth Advisors, LLC | 0.65% | Add +6.5% | 11,942 | $3.8M |
| Fairway Wealth LLC | 1.01% | Add +0.5% | 11,932 | $3.8M |
| R.H. Investment Group, LLC | 2.95% | Add +15.0% | 11,459 | $3.8M |
| Tyche Wealth Partners LLC | 0.59% | Add +0.2% | 11,907 | $3.8M |
| Drive Wealth Management, LLC | 0.80% | Add +1.2% | 11,869 | $3.8M |
| Huntington National Bank | 0.03% | New | 11,851 | $3.8M |
| Treasure Coast Financial Planning | 1.95% | Reduce -4.4% | 11,814 | $3.8M |
| Carl P. Sherr & Co., LLC | 1.78% | No change | 11,801 | $3.8M |
| Legacy Wealth Management, LLC / MS | 1.08% | Reduce -3.5% | 11,760 | $3.8M |
| Hoese & Co LLP | 2.79% | Reduce -0.3% | 11,729 | $3.8M |
| Turn8 Private Wealth Inc. | 2.35% | New | 11,708 | $3.8M |
| Gallacher Capital Management LLC | 1.44% | Reduce -0.0% | 11,700 | $3.8M |
| TRB Wealth Management, LLC | 0.53% | — | 11,657 | $3.7M |
| WNY Asset Management, LLC | 0.39% | — | 11,656 | $3.7M |
| American Wealth Advisors, LLC | 3.89% | Add +4.5% | 11,640 | $3.7M |
| Kohmann Bosshard Financial Services, LLC | 0.36% | Reduce -30.9% | 11,624 | $3.7M |
| Gilpin Wealth Management, LLC | 2.95% | No change | 11,602 | $3.7M |
| Gilbert & Cook, Inc. | 0.48% | Reduce -41.3% | 11,575 | $3.7M |
| Kwmg, LLC | 0.31% | Add +0.2% | 11,522 | $3.7M |
| FF Advisors,LLC | 1.50% | Reduce -0.9% | 10,566 | $3.7M |
| LongView Wealth Management | 0.93% | Add +9.9% | 10,775 | $3.7M |
| Beaumont Financial Advisors, LLC | 0.25% | Reduce -0.5% | 11,465 | $3.7M |
| HC Advisors, LLC | 2.45% | Add +0.1% | 11,426 | $3.7M |
| PCA Investment Advisory Services Inc. | 1.22% | Add +3.2% | 11,420 | $3.7M |
| Yoder Wealth Management, Inc. | 1.67% | Add +0.6% | 11,416 | $3.7M |
| Davis Capital Management | 2.47% | Reduce -0.5% | 11,379 | $3.7M |
| Signal Tree Financial Partners LLC | 2.76% | Reduce -1.1% | 11,379 | $3.7M |
| Strategic Advisors LLC | 0.61% | Add +7.1% | 11,367 | $3.6M |
| Kintra Wealth, LLC | 0.26% | Add +632.8% | 11,344 | $3.6M |
| Valley Financial Group, Inc. | 1.96% | Add +11.8% | 11,341 | $3.6M |
| Journey Strategic Wealth LLC | 0.09% | Reduce -6.5% | 11,326 | $3.6M |
| Pinnacle Bancorp, Inc. | 1.07% | Add +1.1% | 11,279 | $3.6M |
| Daymark Wealth Partners, LLC | 0.11% | Add +19.9% | 11,268 | $3.6M |
| Professional Advisory Services Inc. | 0.45% | No change | 11,260 | $3.6M |
| Pettyjohn, Wood & White, Inc. | 0.57% | Reduce -4.5% | 11,250 | $3.6M |
| Cornerstone Advisors Asset Management, LLC | 0.56% | Reduce -8.3% | 11,250 | $3.6M |
| Nicholson Wealth Management Group, LLC | 2.11% | No change | 11,239 | $3.6M |
| Alliance Wealth Advisors, LLC | 0.78% | Add +0.5% | 11,232 | $3.6M |
| Ascent Group, LLC | 0.12% | Add +0.6% | 11,223 | $3.6M |
| Anchor Investment Management, LLC | 0.30% | Add +5.4% | 11,208 | $3.6M |
| Peirce Capital Management, LLC | 1.40% | Reduce -2.6% | 11,192 | $3.6M |
| First National Advisers, LLC | 0.53% | Reduce -41.8% | 11,189 | $3.6M |
| ALM First Financial Advisors, LLC | 0.64% | No change | 14,000 | $3.6M |
| Exchange Bank | 2.48% | Add +4.7% | 11,145 | $3.6M |
| BLB&B Advisors, LLC | 0.15% | Add +2.2% | 11,129 | $3.6M |
| JNBA Financial Advisors | 0.30% | Reduce -1.6% | 11,103 | $3.6M |
| Clayton Financial Group LLC | 1.83% | Add +0.4% | 11,102 | $3.6M |
| Palisade Asset Management, LLC | 0.36% | Add +0.0% | 11,094 | $3.6M |
| Coastal Bridge Advisors, LLC | 0.25% | Add +124.2% | 11,081 | $3.6M |
| Howard Financial Services, LTD. | 0.40% | Reduce -7.5% | 11,051 | $3.5M |
| Midwestern Financial, LLC | 2.79% | Reduce -15.8% | 11,039 | $3.5M |
| Centric Wealth Management | 0.71% | Add +15.8% | 9,988 | $3.5M |
| Lumbard & Kellner, LLC | 1.23% | No change | 11,020 | $3.5M |
| Oxford Wealth Group, LLC | 1.93% | Reduce -12.1% | 11,011 | $3.5M |
| MassMutual Private Wealth & Trust, FSB | 0.10% | Reduce -36.5% | 10,979 | $3.5M |
| Security National Bank | 0.51% | Add +1.0% | 10,943 | $3.5M |
| LM Advisors LLC | 19.46% | Reduce -4.2% | 11,221 | $3.5M |
| Lantern Wealth Advisors, LLC | 1.79% | Reduce -1.3% | 10,886 | $3.5M |
| Renasant Bank | 2.47% | No change | 10,881 | $3.5M |
| Aurelius Family Office LLC | 1.52% | Reduce -0.3% | 10,881 | $3.5M |
| Moseley Investment Management Inc. | 1.11% | Add +4.3% | 10,841 | $3.5M |
| Novak & Powell Financial Services, Inc. | 1.87% | Reduce -0.5% | 10,829 | $3.5M |
| Walkner Condon Financial Advisors LLC | 0.46% | Add +0.9% | 10,786 | $3.5M |
| Aviance Capital Partners, LLC | 0.41% | Add +4.1% | 10,783 | $3.5M |
| Financial Symmetry Inc | 1.23% | Reduce -0.1% | 9,764 | $3.5M |
| Bison Wealth, LLC | 0.34% | Add +54.6% | 9,472 | $3.5M |
| Private Advisory Group LLC | 0.24% | Add +44.5% | 10,759 | $3.5M |
| YHB Investment Advisors, Inc. | 0.25% | Reduce -1.4% | 10,745 | $3.4M |
| Frankly Finances, LLC | 3.11% | Add +15.4% | 10,723 | $3.4M |
| Voya Financial Advisors, Inc. | 0.34% | Reduce -3.4% | 10,986 | $3.4M |
| Bragg Financial Advisors, Inc | 0.11% | Reduce -4.7% | 10,704 | $3.4M |
| Victory Financial Group, LLC | 0.42% | Add +0.3% | 10,692 | $3.4M |
| Prosperity Consulting Group, LLC | 0.15% | Reduce -0.8% | 10,648 | $3.4M |
| Grove Bank & Trust | 0.39% | Reduce -1.1% | 10,643 | $3.4M |
| Cornerstone Financial Group, LLC | 2.19% | Add +1.3% | 9,605 | $3.4M |
| CNB Bank | 1.44% | Add +28.0% | 10,632 | $3.4M |
| Barton Investment Management | 0.43% | Reduce -1.3% | 10,617 | $3.4M |
| Lodestone Wealth Management LLC | 1.35% | Reduce -0.3% | 10,605 | $3.4M |
| Mainsail Asset Management, LLC | 1.53% | Add +0.2% | 10,597 | $3.4M |
| Daybright Advisory Services, Inc. | 0.94% | Add +0.3% | 10,585 | $3.4M |
| Christensen, King & Associates Investment Services, Inc. | 1.46% | Reduce -0.9% | 10,574 | $3.4M |
| Absolute Capital Management, LLC | 1.13% | Add +2.6% | 10,571 | $3.4M |
| Flatrock Wealth Partners LLC | 1.53% | Add +1.5% | 10,569 | $3.4M |
| Outfitters Financial LLC | 2.60% | Add +1.4% | 10,459 | $3.4M |
| Gradient Investments LLC | 0.05% | Add +6.9% | 10,443 | $3.4M |
| Waterloo Capital, L.P. | 0.24% | Add +1.5% | 10,436 | $3.3M |
| Lazari Capital Management, Inc. | 1.17% | Add +3.9% | 10,429 | $3.3M |
| Miller Investment Management, LP | 0.33% | Reduce -4.4% | 10,429 | $3.3M |
| Beam Wealth Advisors, Inc. | 0.83% | Reduce -6.0% | 10,414 | $3.3M |
| Anderson Hoagland & Co. | 0.29% | Reduce -48.6% | 10,412 | $3.3M |
| RM Financial Services, LLC | 2.88% | Add +10.3% | 10,408 | $3.3M |
| Piedmont Capital Management, LLC | 1.70% | Add +1.0% | 10,270 | $3.3M |
| Avantax Planning Partners, Inc. | 0.09% | Reduce -4.0% | 10,395 | $3.3M |
| Kiley Juergens Wealth Management, LLC | 0.59% | Reduce -0.5% | 10,389 | $3.3M |
| XML Financial, LLC | 0.27% | Add +41.8% | 10,329 | $3.3M |
| One Wealth Management Investment & Advisory Services, LLC | 3.97% | Add +3.8% | 10,275 | $3.3M |
| Capital Advisors Inc. | 0.05% | Add +0.1% | 10,275 | $3.3M |
| Alerus Financial NA | 0.16% | No change | 10,263 | $3.3M |
| Madden Advisory Services, Inc. | 1.29% | Reduce -0.3% | 10,239 | $3.3M |
| Roof Eidam Maycock Peralta, LLC | 0.75% | Add +2.8% | 10,239 | $3.3M |
| Arcus Capital Partners, LLC | 1.18% | Add +0.1% | 10,224 | $3.3M |
| Compass Planning Associates Inc | 2.10% | Reduce -1.4% | 10,212 | $3.3M |
| Bare Financial Services, Inc | 0.86% | Reduce -4.1% | 10,193 | $3.3M |
| Ames National Corp. | 1.96% | Reduce -0.6% | 10,169 | $3.3M |
| Princeton Global Asset Management LLC | 0.53% | Reduce -0.3% | 10,100 | $3.2M |
| Fairman Group, LLC | 2.77% | Add +4.2% | 10,095 | $3.2M |
| Lakewood Asset Management LLC | 2.07% | Add +0.2% | 10,095 | $3.2M |
| Lee Financial Co | 0.46% | Add +0.3% | 10,069 | $3.2M |
| BancFirst Trust & Investment Management | 1.43% | Reduce -5.4% | 10,363 | $3.2M |
| Investment Advisory Services Group LLC | 2.80% | Add +7.9% | 10,031 | $3.2M |
| Tandem Wealth Advisors LLC | 1.43% | Reduce -20.3% | 10,026 | $3.2M |
| Berkeley Capital Partners, LLC | 0.74% | Reduce -0.1% | 9,996 | $3.2M |
| Dagco, Inc. | 0.69% | No change | 9,994 | $3.2M |
| Werba Rubin Papier Wealth Management | 0.45% | Add +8.0% | 9,978 | $3.2M |
| Novem Group | 0.37% | Reduce -1.7% | 9,947 | $3.2M |
| New Republic Capital, LLC | 1.08% | Reduce -2.7% | 9,945 | $3.2M |
| HTG Investment Advisors, Inc. | 0.91% | Reduce -1.0% | 9,912 | $3.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +20.7% | 9,900 | $3.2M |
| Heritage Family Offices, LLP | 1.41% | Add +40.1% | 9,891 | $3.2M |
| Eagle Rock Investment Company, LLC | 0.46% | No change | 9,879 | $3.2M |
| Tower Wealth Partners, Inc. | 1.74% | Add +0.6% | 9,807 | $3.1M |
| Cura Wealth Advisors, LLC | 1.40% | Add +29.3% | 9,778 | $3.1M |
| Synergy Investment Management, LLC | 1.03% | Reduce -1.3% | 9,778 | $3.1M |
| Pinion Investment Advisors, LLC | 0.73% | Add +3.4% | 9,754 | $3.1M |
| Aspire Growth Partners LLC | 2.14% | Add +1.2% | 9,723 | $3.1M |
| Covestor Ltd | 2.16% | Add +3.8% | 9,715 | $3.1M |
| Meredith Wealth Planning | 0.84% | Add +0.0% | 9,697 | $3.1M |
| Nvwm, LLC | 0.69% | Reduce -6.9% | 9,697 | $3.1M |
| TopTier Wealth Management, LLC | 1.91% | Reduce -1.3% | 9,691 | $3.1M |
| Stone Summit Wealth LLC | 0.86% | Add +0.5% | 9,688 | $3.1M |
| Brandywine Oak Private Wealth LLC | 0.26% | Add +12.0% | 9,682 | $3.1M |
| Advisors Management Group Inc. | 0.56% | Add +0.7% | 9,656 | $3.1M |
| Avalon Trust Co | 0.21% | Reduce -3.3% | 9,647 | $3.1M |
| Rathbones Group PLC | 0.01% | Reduce -3.3% | 9,628 | $3.1M |
| Brio Consultants, LLC | 0.38% | Add +1.3% | 8,651 | $3.1M |
| Tocqueville Asset Management L.P. | 0.05% | Reduce -12.4% | 9,620 | $3.1M |
| Visionary Wealth Advisors | 0.14% | Reduce -0.3% | 9,609 | $3.1M |
| Marotta Asset Management | 0.56% | Reduce -3.7% | 9,461 | $3.1M |
| Falcon Wealth Planning | 0.21% | Add +4.0% | 9,520 | $3.1M |
| Thompson Investment Management, Inc. | 0.40% | Reduce -0.4% | 9,507 | $3.0M |
| Sellwood Investment Partners LLC | 1.20% | Reduce -21.7% | 9,502 | $3.0M |
| Centurion Wealth Management LLC | 0.69% | Add +3.3% | 9,491 | $3.0M |
| Fidelis Capital Partners, LLC | 0.22% | Add +29.3% | 9,451 | $3.0M |
| Investment Advisory Services Inc. /TX | 0.96% | Reduce -3.3% | 9,444 | $3.0M |
| Independence Financial Advisors, LLC | 0.91% | Add +0.3% | 9,408 | $3.0M |
| S&T Bank | 1.13% | No change | 9,397 | $3.0M |
| TriaGen Wealth Management LLC | 0.82% | Reduce -0.5% | 9,387 | $3.0M |
| TFO Wealth Partners, LLC | 0.41% | Add +11.7% | 9,384 | $3.0M |
| Fulton Breakefield Broenniman LLC | 0.20% | Add +3.7% | 9,380 | $3.0M |
| Clarus Wealth Advisors | 1.28% | Add +1.8% | 9,213 | $3.0M |
| Matauro, LLC | 0.43% | Reduce -11.5% | 9,338 | $3.0M |
| Ledyard National Bank | 0.26% | Reduce -4.8% | 9,331 | $3.0M |
| Sound Stewardship, LLC | 1.37% | Reduce -0.6% | 9,294 | $3.0M |
| Rossmore Private Capital | 0.26% | Add +30.4% | 9,291 | $3.0M |
| Sulzberger Capital Advisors, Inc. | 3.03% | Reduce -0.5% | 9,250 | $3.0M |
| Quotient Wealth Partners, LLC | 0.08% | Add +4.3% | 9,234 | $3.0M |
| Inspire Advisors, LLC | 0.24% | Reduce -11.9% | 9,231 | $3.0M |
| First National Trust Co | 0.10% | Add +1.1% | 9,211 | $3.0M |
| NorthCoast Asset Management LLC | 0.07% | Add +6.1% | 9,191 | $2.9M |
| Sage Financial Group Inc. | 0.19% | Reduce -0.3% | 9,191 | $2.9M |
| SwitchPoint Financial Planning, LLC | 2.00% | Add +5.7% | 9,177 | $2.9M |
| Manchester Capital Management LLC | 0.42% | Reduce -0.7% | 9,160 | $2.9M |
| Strategic Financial Partners, Ltd. | 1.27% | Reduce -5.6% | 9,158 | $2.9M |
| Crusonia Wealth Advisors LLC | 0.60% | Reduce -0.4% | 9,132 | $2.9M |
| Paladin Advisory Group, LLC | 2.22% | Reduce -0.5% | 9,102 | $2.9M |
| Timmons Wealth Management, LLC | 2.77% | Add +1.8% | 9,097 | $2.9M |
| Jackson, Grant Investment Advisers, Inc. | 0.97% | Reduce -0.1% | 9,068 | $2.9M |
| Farmers & Merchants Investments Inc. | 0.08% | Reduce -13.2% | 9,067 | $2.9M |
| Glass Jacobson Investment Advisors llc | 1.00% | Add +4.5% | 9,036 | $2.9M |
| Jordan Park Group LLC | 0.15% | No change | 9,025 | $2.9M |
| SkyOak Wealth, LLC | 0.53% | Add +1.1% | 9,021 | $2.9M |
| ATLas Financial Planning LLC | 2.59% | Reduce -2.6% | 9,013 | $2.9M |
| Members Trust Co | 0.10% | No change | 9,010 | $2.9M |
| Tillman Hartley LLC | 0.73% | No change | 26,806 | $2.9M |
| WPWealth LLP | 0.44% | Add +3.7% | 8,996 | $2.9M |
| Burns Matteson Capital Management, LLC | 1.12% | Reduce -2.4% | 8,992 | $2.9M |
| 180 Wealth Advisors, LLC | 0.33% | Reduce -0.6% | 8,967 | $2.9M |
| Councilor Wealth, LLC | 1.40% | Reduce -0.7% | 8,958 | $2.9M |
| Accurate Wealth Management, LLC | 0.35% | Add +2.8% | 8,566 | $2.9M |
| Fee-Only Financial Planning, L.C. | 1.73% | Reduce -2.4% | 8,928 | $2.9M |
| OpenArc Corporate Advisory, LLC | 0.04% | Add +28.4% | 8,928 | $2.9M |
| Adirondack Capital Advisors, LLC | 1.83% | Reduce -1.8% | 8,899 | $2.9M |
| Hantz Financial Services, Inc. | 0.04% | Add +1.6% | 8,895 | $2.9M |
| Financial Insights, Inc. | 0.92% | Add +7.5% | 8,870 | $2.8M |
| Tempus Wealth Planning, LLC | 0.65% | Reduce -0.0% | 8,867 | $2.8M |
| Bank of Stockton | 0.88% | Add +20.0% | 8,850 | $2.8M |
| McGlone Suttner Wealth Management, Inc. | 0.37% | Add +1.1% | 8,816 | $2.8M |
| FMB Wealth Management | 1.17% | Add +898.4% | 8,806 | $2.8M |
| Dash Acquisitions Inc. | 0.59% | Add +0.0% | 8,063 | $2.8M |
| Mad River Investors | 1.02% | Reduce -27.4% | 8,800 | $2.8M |
| Cedar Mountain Advisors, LLC | 0.55% | No change | 8,767 | $2.8M |
| J. L. Bainbridge & Co., Inc. | 0.25% | Reduce -3.3% | 8,755 | $2.8M |
| Diversified Enterprises, LLC | 0.15% | Reduce -31.9% | 8,751 | $2.8M |
| ICONIQ Capital, LLC | 0.06% | No change | 8,741 | $2.8M |
| EagleClaw Capital Managment, LLC | 0.39% | Add +3.6% | 8,732 | $2.8M |
| Innova Wealth Partners | 1.33% | Add +4.5% | 8,705 | $2.8M |
| Trifecta Capital Advisors, LLC | 0.43% | Reduce -0.7% | 8,701 | $2.8M |
| Fortis Group Advisors, LLC | 0.46% | Add +2087.3% | 7,918 | $2.8M |
| Foster Victor Wealth Advisors, LLC | 0.16% | Add +0.1% | 8,110 | $2.8M |
| Silverlake Wealth Management LLC | 0.59% | Reduce -1.5% | 8,655 | $2.8M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.08% | Add +1.9% | 8,646 | $2.8M |
| Trinity Wealth Management, LLC | 1.02% | Add +12.5% | 8,627 | $2.8M |
| Stirlingshire Investments, Inc. | 2.43% | Reduce -0.4% | 8,627 | $2.8M |
| Strategic Financial Services, Inc. | 0.13% | No change | 8,598 | $2.8M |
| Kavar Capital Partners Group, LLC | 0.34% | Add +0.2% | 8,586 | $2.8M |
| Greenfield Savings Bank | 1.17% | Add +1.8% | 8,581 | $2.8M |
| Madison Wealth Partners, Inc | 0.44% | Add +10.1% | 8,544 | $2.7M |
| Integrity Wealth Solutions LLC | 1.07% | Add +6.3% | 8,506 | $2.7M |
| McAdam, LLC | 0.12% | Add +1.6% | 8,498 | $2.7M |
| 49 Wealth Management, LLC | 0.20% | Add +8.0% | 8,497 | $2.7M |
| Daviman Financial, LLC | 1.61% | Reduce -2.9% | 8,492 | $2.7M |
| Resolute Capital, LLC | 1.10% | Reduce -0.1% | 8,487 | $2.7M |
| Baldwin Investment Management, LLC | 0.32% | Add +11.0% | 8,480 | $2.7M |
| Simmons Bank | 0.18% | Reduce -2.0% | 8,452 | $2.7M |
| Highline Wealth Partners LLC | 0.69% | Add +10.5% | 8,449 | $2.7M |
| Balanced Wealth Group LLC | 0.97% | Add +98.5% | 8,449 | $2.7M |
| Sepio Capital, LP | 0.15% | Add +20.7% | 8,444 | $2.7M |
| Eldridge Investment Advisors, Inc. | 0.59% | Add +0.3% | 8,429 | $2.7M |
| Uptick Partners, LLC | 0.54% | Reduce -5.6% | 8,408 | $2.7M |
| Verdence Capital Advisors LLC | 0.16% | Reduce -40.9% | 8,387 | $2.7M |
| Kennicott Capital Management LLC | 1.47% | Reduce -2.7% | 8,379 | $2.7M |
| Keating Financial Advisory Services, Inc. | 0.43% | Reduce -3.1% | 8,360 | $2.7M |
| Hegarty Advisors, LLC | 2.11% | Reduce -0.2% | 8,337 | $2.7M |
| Ballast Rock Private Wealth LLC | 1.48% | Add +3.5% | 8,332 | $2.7M |
| TFB Advisors LLC | 1.40% | Reduce -51.6% | 8,326 | $2.7M |
| Cahill Financial Advisors Inc. | 0.29% | Add +3.6% | 8,324 | $2.7M |
| Accretive Wealth Partners, LLC | 0.75% | Add +40.6% | 8,295 | $2.7M |
| Henson-Edgewater Management, LLC | 1.69% | Reduce -4.9% | 8,284 | $2.7M |
| Sprinkle Financial Consultants LLC | 1.23% | Add +0.1% | 8,276 | $2.7M |
| Eaton Financial Holdings Company, LLC | 0.87% | Add +12.9% | 8,262 | $2.7M |
| Adirondack Trust Co. | 0.89% | Add +1.1% | 8,257 | $2.6M |
| Alpha Omega Wealth Management LLC | 0.43% | Reduce -1.3% | 8,243 | $2.6M |
| Ketron Financial | 0.94% | Reduce -0.7% | 8,221 | $2.6M |
| Myecfo, LLC | 1.09% | Add +30.7% | 8,156 | $2.6M |
| Parkside Financial Bank & Trust | 0.20% | Reduce -5.1% | 8,150 | $2.6M |
| Fiduciary Counselling Inc. | 7.27% | Reduce -4.6% | 8,149 | $2.6M |
| Montag A & Associates Inc. | 0.12% | No change | 8,107 | $2.6M |
| Sfmg, LLC | 0.18% | Reduce -3.3% | 8,099 | $2.6M |
| Integrity Wealth Partners, LLC | 2.34% | — | 8,094 | $2.6M |
| Comprehensive Money Management Services LLC | 1.70% | Add +0.8% | 8,091 | $2.6M |
| American Institute for Advanced Investment Management, LLP | 1.68% | Reduce -28.2% | 8,086 | $2.6M |
| Yoffe Investment Management, LLC | 3.32% | No change | 8,078 | $2.6M |
| Intellectus Partners, LLC | 0.53% | Add +12.8% | 8,069 | $2.6M |
| Ashton Thomas Securities, LLC | 0.32% | Add +0.1% | 8,034 | $2.6M |
| Praetorian Wealth Management, Inc. | 0.49% | Add +211.5% | 7,719 | $2.6M |
| 71 West Capital Partners | 0.11% | No change | 8,011 | $2.6M |
| Twin Peaks Wealth Advisors, LLC | 0.65% | Add +20.3% | 8,006 | $2.6M |
| SeaBridge Investment Advisors LLC | 0.43% | Reduce -0.3% | 8,002 | $2.6M |
| Bath Savings Trust Co | 0.27% | Add +8.8% | 7,997 | $2.6M |
| Arcadia Wealth Management, Inc. | 1.39% | Add +16.0% | 7,995 | $2.6M |
| OMNI 360 Wealth, Inc. | 1.32% | Reduce -0.1% | 7,992 | $2.6M |
| Ally Invest Advisors Inc. | 0.17% | Add +18.2% | 7,978 | $2.6M |
| Caitlin John, LLC | 1.54% | Reduce -18.7% | 7,976 | $2.6M |
| Wealth Management Strategies, Inc. | 1.16% | Reduce -0.3% | 7,970 | $2.6M |
| Monument Capital Management | 0.64% | Add +0.5% | 7,961 | $2.6M |
| Tacita Capital Inc | 1.51% | Reduce -3.0% | 7,959 | $2.6M |
| Stonehaven Wealth & Tax Solutions, LLC | 2.26% | Add +5.1% | 7,952 | $2.6M |
| GatePass Capital, LLC | 1.26% | Add +3.8% | 7,950 | $2.6M |
| Fourth Dimension Wealth, LLC | 0.97% | Reduce -3.8% | 7,949 | $2.6M |
| CMG Global Holdings, LLC | 1.21% | Reduce -3.3% | 7,946 | $2.5M |
| Center for Financial Planning, Inc. | 0.27% | Reduce -0.4% | 7,931 | $2.5M |
| Wealth Group Ltd | 0.58% | Add +2.0% | 7,930 | $2.5M |
| Simplicity Wealth,LLC | 0.14% | Reduce -3.7% | 7,883 | $2.5M |
| Optimus Capital Advisors, LLC | 1.49% | Reduce -6.9% | 7,849 | $2.5M |
| Tompkins Financial Corp. | 0.20% | Add +9.6% | 7,843 | $2.5M |
| Valtinson Bruner Financial Planning LLC | 0.69% | Add +6.4% | 7,831 | $2.5M |
| NCM Capital Management, LLC | 0.90% | Reduce -0.1% | 7,825 | $2.5M |
| Total Clarity Wealth Management, Inc. | 0.59% | Add +2.6% | 7,817 | $2.5M |
| G2 Capital Management, LLC / Oh | 0.61% | Reduce -0.0% | 7,794 | $2.5M |
| Coquina Private Wealth LLC | 2.01% | Add +40.0% | 7,778 | $2.5M |
| Orca Investment Management, LLC | 2.12% | Reduce -2.0% | 7,762 | $2.5M |
| Tradition Wealth Management, LLC | 0.18% | Add +2.4% | 7,760 | $2.5M |
| LifeGoal Investments, LLC | 1.42% | Add +0.1% | 7,690 | $2.5M |
| Diesslin Group, Inc. | 1.12% | Add +13.9% | 7,732 | $2.5M |
| Nabity-Jensen Investment Management Inc | 1.72% | Add +0.7% | 7,724 | $2.5M |
| Winch Advisory Services, LLC | 0.57% | Add +3.8% | 7,724 | $2.5M |
| L. Roy Papp & Associates, LLP | 0.29% | Reduce -3.4% | 7,724 | $2.5M |
| Good Harbor Advisors, Inc. | 2.70% | Reduce -2.2% | 7,719 | $2.5M |
| Holland Advisory Services, Inc. | 3.30% | Reduce -0.3% | 7,686 | $2.5M |
| CCG Wealth Management, LLC | 0.67% | Add +36.3% | 7,649 | $2.5M |
| KFA Private Wealth Group, LLC | 0.59% | Add +3.8% | 7,643 | $2.5M |
| Watershed Private Wealth LLC | 0.76% | Reduce -0.6% | 7,623 | $2.4M |
| MSH Capital Advisors LLC | 0.52% | Add +243.1% | 7,614 | $2.4M |
| Plum Street Advisors, LLC | 0.84% | Add +2.5% | 7,604 | $2.4M |
| Octavia Wealth Advisors, LLC | 0.23% | Add +4.2% | 7,564 | $2.4M |
| Delta Financial Advisors LLC | 0.63% | Add +3.0% | 7,549 | $2.4M |
| Colter Lewis Investment Partners LLC | 2.27% | Add +26.9% | 7,540 | $2.4M |
| COFG Advisors, LLC | 0.60% | Add +10.2% | 7,532 | $2.4M |
| Whelan Financial | 0.75% | Add +8.7% | 7,530 | $2.4M |
| Federated Hermes, Inc. | 0.00% | Add +0.7% | 7,525 | $2.4M |
| Cascade Wealth Advisors, Inc | 1.06% | Add +3.2% | 6,646 | $2.4M |
| Five Oceans Advisors | 0.87% | No change | 7,495 | $2.4M |
| Fiduciary Advisors, Inc. | 1.81% | Add +2.3% | 7,489 | $2.4M |
| Pasadena Private Wealth, LLC | 0.33% | Add +0.9% | 7,474 | $2.4M |
| Sheets Smith Wealth Management | 0.27% | Add +96.1% | 7,472 | $2.4M |
| W1M Asset Management Ltd | 0.03% | Reduce -28.4% | 7,461 | $2.4M |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.98% | Reduce -1.4% | 7,453 | $2.4M |
| Empire Financial Management Company, LLC | 0.54% | Reduce -3.2% | 7,423 | $2.4M |
| Main Street Group, LTD | 0.76% | Reduce -1.1% | 7,421 | $2.4M |
| FinDec Wealth Services, Inc. | 2.90% | Reduce -3.4% | 7,404 | $2.4M |
| True Wealth Design, LLC | 0.66% | Reduce -49.5% | 7,399 | $2.4M |
| Oxbow Advisors, LLC | 0.20% | Reduce -3.3% | 7,376 | $2.4M |
| McHugh Group, LLC | 1.41% | Add +20.6% | 7,357 | $2.4M |
| Ascent Wealth Partners, LLC | 0.27% | Add +37.7% | 7,357 | $2.4M |
| Kropog Financial Group, LLC | 1.92% | Reduce -1.6% | 7,354 | $2.4M |
| Sfm, LLC | 1.42% | Reduce -5.0% | 7,348 | $2.4M |
| Northeast Planning Associates, Inc. / NH / | 1.58% | No change | 7,325 | $2.3M |
| Milestone Asset Management Group, LLC | 1.37% | Reduce -1.1% | 7,318 | $2.3M |
| Johnson Bixby & Associates, LLC | 0.29% | Reduce -21.0% | 7,308 | $2.3M |
| LPWM LLC | 0.59% | Add +4.2% | 7,284 | $2.3M |
| S.E.E.D. Planning Group LLC | 0.68% | Add +4.3% | 7,275 | $2.3M |
| Arbor Investment Advisors, LLC | 0.30% | Add +0.9% | 7,264 | $2.3M |
| Gemmer Asset Management LLC | 0.18% | Add +0.1% | 7,259 | $2.3M |
| Financial Plan, Inc. | 0.25% | Reduce -2.9% | 7,212 | $2.3M |
| HCR Wealth Advisors | 0.24% | Add +0.7% | 7,209 | $2.3M |
| Destination Wealth Management | 0.06% | Reduce -0.0% | 7,203 | $2.3M |
| Xena Financial Planning, LLC | 2.60% | Reduce -6.8% | 7,194 | $2.3M |
| BlueSky Wealth Advisors, LLC | 0.30% | Add +15.5% | 7,194 | $2.3M |
| United Financial Planning Group LLC | 1.36% | Add +6.7% | 7,186 | $2.3M |
| Seed Wealth Management, Inc. | 1.58% | No change | 7,165 | $2.3M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -0.1% | 7,164 | $2.3M |
| Chemistry Wealth Management LLC | 0.40% | Add +3.5% | 7,118 | $2.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | No change | 7,102 | $2.3M |
| Red Lighthouse Investment Management, LLC | 0.77% | No change | 7,104 | $2.3M |
| Keeler Thomas Management LLC | 0.96% | Add +153.9% | 7,101 | $2.3M |
| Sun Group Wealth Partners | 1.78% | Add +1.7% | 7,073 | $2.3M |
| Everett Harris & Co. | 0.03% | Add +7.1% | 7,052 | $2.3M |
| HFG Advisors, Inc. | 1.59% | Reduce -2.9% | 7,050 | $2.3M |
| Members Wealth LLC | 1.35% | Add +16.7% | 6,436 | $2.3M |
| Retirement Income Solutions, Inc. | 0.39% | No change | 7,032 | $2.3M |
| FLC Capital Advisors | 0.41% | No change | 7,003 | $2.2M |
| Beaumont Asset Management, L.L.C. | 1.01% | Reduce -1.2% | 7,002 | $2.2M |
| Gentry Private Wealth, LLC | 1.35% | Reduce -2.6% | 7,001 | $2.2M |
| Latitude Advisors, LLC | 1.03% | Add +0.7% | 6,982 | $2.2M |
| Fort Sheridan Advisors LLC | 0.27% | Add +0.8% | 6,977 | $2.2M |
| LMG Wealth Partners, LLC | 0.41% | Add +5.0% | 6,970 | $2.2M |
| Hobbs Group Advisors, LLC | 0.67% | Reduce -0.3% | 6,943 | $2.2M |
| Mosaic Financial Group, LLC | 1.58% | Add +0.1% | 6,941 | $2.2M |
| Triumph Capital Management | 0.46% | Add +0.7% | 6,930 | $2.2M |
| RDA Financial Network | 0.56% | Add +0.2% | 6,920 | $2.2M |
| Accent Capital Management, LLC | 1.07% | Add +3.3% | 6,902 | $2.2M |
| BOS Asset Management, LLC | 0.57% | Reduce -25.5% | 6,896 | $2.2M |
| Elevation Wealth Partners, LLC | 0.79% | Reduce -5.0% | 6,878 | $2.2M |
| Robinhood Asset Management, LLC | 0.16% | Add +14.5% | 6,839 | $2.2M |
| Curtis Advisory Group, LLC | 0.47% | Reduce -4.2% | 6,837 | $2.2M |
| American Investment Services, Inc. | 0.49% | Reduce -0.3% | 6,833 | $2.2M |
| Willis Johnson & Associates, Inc. | 0.13% | Add +2.3% | 6,812 | $2.2M |
| Allianz Asset Management GmbH | 0.00% | Reduce -30.5% | 6,800 | $2.2M |
| Essex Bank | 0.48% | Reduce -2.3% | 6,793 | $2.2M |
| Schneider Downs Wealth Management Advisors, LP | 0.24% | Add +2.1% | 6,790 | $2.2M |
| Ironwood Investment Counsel, LLC | 0.31% | Reduce -0.0% | 6,780 | $2.2M |
| Howard Wealth Management, LLC | 0.91% | Reduce -2.6% | 6,760 | $2.2M |
| Marquette Associates, Inc. | 2.35% | No change | 6,734 | $2.2M |
| NWK Group, Inc. | 0.83% | No change | 6,711 | $2.2M |
| Capital Asset Advisory Services LLC | 0.08% | Add +7.5% | 6,140 | $2.2M |
| Verus Capital Partners, LLC | 0.15% | Reduce -4.8% | 6,698 | $2.1M |
| Daner Wealth Management, LLC | 1.26% | Add +8.7% | 5,920 | $2.1M |
| Centaurus Financial, Inc. | 0.10% | Add +3.2% | 6,682 | $2.1M |
| Hilltop Holdings Inc. | 0.19% | Reduce -57.2% | 6,682 | $2.1M |
| RS Crum Inc. | 0.41% | Add +0.0% | 6,668 | $2.1M |
| TritonPoint Partners, LLC | 0.79% | Reduce -8.3% | 6,654 | $2.1M |
| Hubbell Strickland Wealth Management, LLC | 0.85% | Add +10.1% | 6,628 | $2.1M |
| Orgel Wealth Management, LLC | 0.05% | Add +8.2% | 6,619 | $2.1M |
| Secure Asset Management, LLC | 0.34% | Reduce -7.0% | 6,599 | $2.1M |
| Aquire Wealth Advisors, LLC | 0.56% | Reduce -4.2% | 6,584 | $2.1M |
| Mosaic Family Wealth Partners, LLC | 0.22% | Reduce -7.2% | 6,580 | $2.1M |
| TFC Financial Management, Inc. | 0.26% | Add +11.7% | 6,580 | $2.1M |
| Intellus Advisors LLC | 0.29% | Reduce -6.5% | 6,576 | $2.1M |
| Schaper Benz & Wise Investment Counsel Inc. | 0.16% | Reduce -10.1% | 6,568 | $2.1M |
| Lee, Kelleher & Klein Wealth Management | 1.25% | Reduce -15.4% | 6,567 | $2.1M |
| HBE Wealth Management, LLC | 1.83% | Add +26.9% | 6,551 | $2.1M |
| Providence Capital Advisors, LLC | 0.34% | Add +45.9% | 6,547 | $2.1M |
| Pacifica Partners Inc. | 0.70% | Reduce -6.1% | 6,545 | $2.1M |
| Allegheny Financial Group | 0.28% | Reduce -1.3% | 6,528 | $2.1M |
| Strategent Financial, LLC | 1.42% | Add +13.0% | 6,523 | $2.1M |
| Perkins Coie Trust Co | 0.40% | No change | 6,516 | $2.1M |
| DV Trading LLC | 0.19% | Add +1061.3% | 6,503 | $2.1M |
| ORBA Wealth Advisors, L.L.C. | 2.48% | No change | 6,483 | $2.1M |
| Sensible Money, LLC | 0.63% | Reduce -7.5% | 6,465 | $2.1M |
| Marble Wealth, LLC | 0.36% | Reduce -0.4% | 6,456 | $2.1M |
| Courier Capital LLC | 0.12% | Reduce -1.4% | 6,449 | $2.1M |
| Nikulski Financial, Inc. | 0.51% | Reduce -18.7% | 6,445 | $2.1M |
| Spinnaker Investment Group, LLC | 0.42% | Reduce -49.6% | 6,434 | $2.1M |
| Clarendon Private LLC | 1.58% | Reduce -35.0% | 6,424 | $2.1M |
| Flywheel Private Wealth LLC | 1.17% | Reduce -0.1% | 6,421 | $2.1M |
| Regatta Capital Group, LLC | 0.31% | Add +0.3% | 6,414 | $2.1M |
| Vawter Financial, Ltd. | 0.86% | Add +0.5% | 6,401 | $2.1M |
| Kassira Wealth Management LLC | 1.89% | Reduce -4.8% | 6,399 | $2.1M |
| ATX Financial Planning, LLC | 1.56% | Reduce -2.5% | 6,394 | $2.1M |
| Sovran Advisors, LLC | 0.16% | Add +14.2% | 5,791 | $2.1M |
| Richard C. Young & CO., LTD. | 0.17% | Add +18.2% | 6,393 | $2.1M |
| Cornell Pochily Investment Advisors, Inc. | 0.60% | Reduce -1.8% | 6,361 | $2.0M |
| Paragon Capital Management Inc. | 1.73% | Reduce -21.4% | 6,355 | $2.0M |
| Gill Capital Partners, LLC | 0.59% | Reduce -5.4% | 6,351 | $2.0M |
| Collaborative Wealth Managment Inc. | 0.94% | Reduce -11.3% | 6,334 | $2.0M |
| Muirfield Wealth Advisors LLC | 1.49% | Reduce -6.6% | 6,324 | $2.0M |
| Gateway Investment Advisers LLC | 0.02% | Reduce -6.0% | 6,323 | $2.0M |
| Wiser Wealth Management, Inc | 0.44% | Add +65.7% | 6,320 | $2.0M |
| Grandview Asset Management LLC | 0.59% | Reduce -8.3% | 6,319 | $2.0M |
| United Advisor Group, LLC | 0.25% | Add +3.1% | 6,310 | $2.0M |
| IronBridge Private Wealth, LLC | 0.65% | Add +0.8% | 6,300 | $2.0M |
| Texas Yale Capital Corp. | 0.06% | No change | 6,287 | $2.0M |
| Westfuller Advisors, LLC | 0.87% | Reduce -0.7% | 6,272 | $2.0M |
| Summit Wealth Group, LLC | 0.46% | Reduce -0.5% | 6,263 | $2.0M |
| Beese Fulmer Investment Management, Inc. | 0.13% | Reduce -2.3% | 6,252 | $2.0M |
| Aspiring Ventures, LLC | 0.67% | No change | 6,233 | $2.0M |
| Manhattan West Asset Management, LLC | 0.39% | Reduce -4.4% | 6,232 | $2.0M |
| First American Trust, FSB | 0.13% | Reduce -0.6% | 6,229 | $2.0M |
| Old North State Wealth Management, LLC | 0.92% | Reduce -3.7% | 6,205 | $2.0M |
| TBH Global Asset Management, LLC | 0.40% | Reduce -7.2% | 6,208 | $2.0M |
| RTD Financial Advisors, Inc. | 0.24% | Add +2.3% | 6,189 | $2.0M |
| Zacks Investment Management | 0.02% | Add +10.3% | 6,188 | $2.0M |
| Goldstein Advisors, LLC | 0.22% | Add +0.4% | 6,166 | $2.0M |
| Asset Advisory Group, Inc. | 0.99% | Add +0.1% | 6,150 | $2.0M |
| Roffman Miller Associates Inc. | 0.11% | Reduce -11.2% | 6,150 | $2.0M |
| Seal Cove Capital, LLC | 1.73% | No change | 6,138 | $2.0M |
| Caldwell Sutter Capital, Inc. | 0.80% | No change | 6,128 | $2.0M |
| Salem Investment Counselors Inc. | 0.06% | Reduce -1.1% | 6,116 | $2.0M |
| Stone Wealth Partners | 1.76% | Add +9.1% | 6,111 | $2.0M |
| Sovereign Financial Group, Inc. | 0.34% | Add +5.2% | 6,100 | $2.0M |
| Sharkey, Howes & Javer | 0.26% | Reduce -8.8% | 6,092 | $2.0M |
| Sterling Investment Management, LLC | 1.17% | Add +238.0% | 6,084 | $2.0M |
| Cloud Capital Management, LLC | 0.85% | Add +16.1% | 6,088 | $1.9M |
| PGIM Custom Harvest LLC | 0.03% | Reduce -39.6% | 6,066 | $1.9M |
| Morton Capital Management LLC | 0.29% | Add +8.0% | 6,061 | $1.9M |
| Park Edge Advisors, LLC | 0.45% | Add +0.8% | 6,027 | $1.9M |
| Bay Rivers Group | 0.81% | Reduce -0.1% | 6,024 | $1.9M |
| Peregrine Asset Advisers, Inc. | 0.52% | Add +10.4% | 5,998 | $1.9M |
| Gallagher Fiduciary Advisors, LLC | 0.07% | Add +31676.7% | 153,056,541 | $1.9M |
| Mason & Associates Inc | 0.37% | Add +3.7% | 6,155 | $1.9M |
| DecisionMap Wealth Management, LLC | 1.24% | Reduce -5.8% | 5,972 | $1.9M |
| Winter & Associates, Inc. | 1.68% | Add +15.2% | 5,888 | $1.9M |
| Secured Retirement Advisors, LLC | 1.08% | Reduce -5.3% | 5,969 | $1.9M |
| Ipswich Investment Management Co., Inc. | 0.45% | No change | 5,941 | $1.9M |
| MBL Wealth, LLC | 0.14% | Reduce -9.9% | 5,939 | $1.9M |
| JGP Wealth Management, LLC | 0.20% | Add +11.1% | 5,933 | $1.9M |
| Golden Road Advisors LLC | 1.10% | Add +24.8% | 5,930 | $1.9M |
| Mogy Joel R Investment Counsel Inc. | 0.12% | Add +29.1% | 5,909 | $1.9M |
| Meridian Wealth Partners, LLC | 0.26% | Add +4.3% | 5,898 | $1.9M |
| Proactive Wealth Strategies LLC | 0.36% | Add +102.9% | 5,894 | $1.9M |
| Baron Financial Group, LLC | 1.02% | Reduce -1.2% | 5,887 | $1.9M |
| Concentrum Wealth Management | 0.56% | Add +27.7% | 5,870 | $1.9M |
| Crux Wealth Advisors | 0.72% | Reduce -5.9% | 5,867 | $1.9M |
| Covenant Asset Management, LLC | 0.38% | Add +3.2% | 5,848 | $1.9M |
| Austin Wealth Management, LLC | 0.42% | Reduce -24.8% | 5,751 | $1.9M |
| Legacy Edge Advisors, LLC | 0.20% | Reduce -3.0% | 5,820 | $1.9M |
| MOR Wealth Management, LLC | 0.86% | Add +0.3% | 5,820 | $1.9M |
| Capital Investment Management, Inc. | 0.64% | Add +1.7% | 5,815 | $1.9M |
| Impact Capital Partners LLC | 0.56% | Add +4.3% | 5,812 | $1.9M |
| Wealthquest Corp | 0.13% | Add +22.0% | 5,812 | $1.9M |
| MB Generational Wealth, LLC | 1.03% | Reduce -8.9% | 5,802 | $1.9M |
| Interchange Capital Partners, LLC | 0.59% | Reduce -0.9% | 6,749 | $1.9M |
| Prosperity Bancshares Inc | 1.49% | No change | 5,782 | $1.9M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.44% | Reduce -10.3% | 5,782 | $1.9M |
| Catalyst Private Wealth, LLC | 1.00% | Add +2.2% | 5,781 | $1.9M |
| Echo Wealth Management, LLC | 1.07% | Reduce -3.3% | 5,768 | $1.9M |
| Davidson Trust Co. | 0.80% | No change | 5,767 | $1.9M |
| ETF Store, Inc. | 1.80% | Add +1.3% | 5,765 | $1.8M |
| WMG Financial Advisors, LLC | 0.77% | Reduce -2.5% | 5,761 | $1.8M |
| OFS Enterprise LLC | 0.54% | — | 5,755 | $1.8M |
| Financial Connections Group, Inc. | 0.64% | Reduce -2.8% | 5,745 | $1.8M |
| Holos Integrated Wealth LLC | 0.93% | Add +282600.0% | 5,654 | $1.8M |
| MFA Wealth Services | 1.22% | Add +2.1% | 5,732 | $1.8M |
| TD Asset Management Inc | 0.00% | Reduce -2.6% | 5,707 | $1.8M |
| Armstrong Advisory Group, Inc. | 0.12% | Reduce -3.2% | 5,700 | $1.8M |
| Pointe Capital Management LLC | 0.91% | Add +64.9% | 5,697 | $1.8M |
| Town Capital LLC | 1.47% | Add +5.7% | 5,653 | $1.8M |
| Birchbrook, Inc. | 0.89% | No change | 5,647 | $1.8M |
| Alliance Wealth Advisors, LLC | 0.86% | Reduce -0.3% | 5,645 | $1.8M |
| Trustmark Bank Trust Department | 0.12% | No change | 5,629 | $1.8M |
| Cornerstone Capital, Inc. | 0.18% | Reduce -25.9% | 5,625 | $1.8M |
| Napier Financial, LLC | 0.41% | New | 5,614 | $1.8M |
| Essex LLC | 0.32% | Add +14.9% | 5,606 | $1.8M |
| Etesian Wealth Advisors, Inc. | 0.57% | Add +2.6% | 5,589 | $1.8M |
| KMG Fiduciary Partners, LLC | 0.13% | Reduce -25.6% | 5,579 | $1.8M |
| Aspen Wealth Management LLC | 0.36% | Add +19.5% | 5,579 | $1.8M |
| Unique Wealth, LLC | 0.25% | Reduce -29.0% | 5,572 | $1.8M |
| Montz Harcus Wealth Management LLC | 0.72% | Add +348.8% | 5,569 | $1.8M |
| Florida Financial Advisors, LLC | 0.43% | Add +9.9% | 5,567 | $1.8M |
| Perryman Financial Advisory Inc. | 0.27% | Add +15.5% | 5,556 | $1.8M |
| Shepherd Financial Partners LLC | 0.17% | Add +49.3% | 5,531 | $1.8M |
| GAMMA Investing LLC | 0.08% | Reduce -1.2% | 5,529 | $1.8M |
| Security Financial Services, INC. | 0.28% | Add +4.3% | 5,528 | $1.8M |
| Northeast Investment Management | 0.07% | Reduce -0.8% | 5,528 | $1.8M |
| Summit Asset Management, LLC | 0.25% | Add +18.0% | 5,522 | $1.8M |
| Wingate Wealth Advisors, Inc. | 0.95% | Reduce -0.2% | 5,517 | $1.8M |
| Founders Financial Alliance, LLC | 0.32% | Add +5.2% | 5,506 | $1.8M |
| Harbour Capital Advisors, LLC | 0.34% | Reduce -1.7% | 5,026 | $1.8M |
| Rice Partnership, LLC | 0.24% | No change | 5,495 | $1.8M |
| EFG International AG | 0.04% | Reduce -0.5% | 5,485 | $1.8M |
| Endeavor Private Wealth, Inc. | 0.50% | Reduce -2.7% | 5,472 | $1.8M |
| Chapin Davis, Inc. | 0.39% | Add +6.3% | 5,463 | $1.8M |
| ODonnell Financial Services, LLC | 0.60% | No change | 5,462 | $1.8M |
| Private Wealth Partners, LLC | 0.14% | Reduce -35.2% | 5,462 | $1.8M |
| Oarsman Capital, Inc. | 0.22% | Add +7.5% | 5,460 | $1.8M |
| Fca Corp. | 0.49% | Reduce -8.8% | 5,456 | $1.8M |
| Fermata Advisors, LLC | 0.39% | Reduce -23.1% | 5,451 | $1.7M |
| Meridian Wealth Advisors, LLC | 0.23% | Add +8.6% | 5,443 | $1.7M |
| Realta Investment Advisors | 0.60% | Reduce -5.2% | 5,412 | $1.7M |
| Goelzer Investment Management, Inc. | 0.08% | Add +2.4% | 5,409 | $1.7M |
| Parthenon LLC | 0.20% | No change | 5,407 | $1.7M |
| Powerhouse Assets LLC | 1.51% | Add +6.7% | 5,402 | $1.7M |
| BTG Pactual Asset Management US LLC | 0.17% | No change | 5,399 | $1.7M |
| Concord Wealth Partners | 0.22% | Reduce -0.3% | 5,391 | $1.7M |
| Magnus Financial Group LLC | 0.14% | Reduce -19.5% | 5,390 | $1.7M |
| Fortis Capital Management LLC | 0.23% | Reduce -0.5% | 5,381 | $1.7M |
| Mullaney, Keating & Wright, Inc. | 0.94% | Add +0.0% | 5,380 | $1.7M |
| Chatham Capital Group, Inc. | 0.25% | Add +9.7% | 5,375 | $1.7M |
| Heritage Wealth Advisors | 0.07% | Reduce -1.3% | 5,367 | $1.7M |
| IFG Advisors, LLC | 0.28% | Add +3.6% | 5,366 | $1.7M |
| Cahaba Wealth Management, Inc. | 0.12% | Add +1.3% | 5,356 | $1.7M |
| BDFS Capital LLC | 0.83% | Reduce -0.1% | 5,347 | $1.7M |
| RFP Financial Group LLC | 0.93% | Reduce -3.6% | 5,330 | $1.7M |
| Performance Wealth Partners, LLC | 0.05% | Add +20.9% | 5,326 | $1.7M |
| Paulson Wealth Management Inc. | 0.40% | Reduce -2.5% | 5,297 | $1.7M |
| Conscious Wealth Investments, LLC | 0.95% | Reduce -1.2% | 4,921 | $1.7M |
| Pittenger & Anderson Inc. | 0.07% | Add +38.0% | 5,294 | $1.7M |
| Rowlandmiller & Partners.adv | 0.34% | Add +9.8% | 5,293 | $1.7M |
| True Vision MN LLC | 0.88% | Reduce -3.3% | 5,293 | $1.7M |
| Family Manage LLC | 0.20% | No change | 5,289 | $1.7M |
| Creative Financial Designs Inc. | 0.10% | Add +5.2% | 5,278 | $1.7M |
| Objective Capital Management, LLC | 1.71% | No change | 5,272 | $1.7M |
| Elgethun Capital Management | 0.28% | Add +124.3% | 5,270 | $1.7M |
| Continental Investors Services, Inc. | 1.59% | Reduce -47.8% | 4,632 | $1.7M |
| Purkiss Capital Advisors LLC | 0.74% | Add +0.3% | 5,242 | $1.7M |
| SimpliFi, Inc. | 0.71% | Add +5.3% | 5,239 | $1.7M |
| Vestor Capital, LLC | 0.12% | Add +850.9% | 5,230 | $1.7M |
| Bernardo Wealth Planning LLC | 0.33% | Add +2.6% | 5,230 | $1.7M |
| Ullmann Wealth Partners Group, LLC | 0.17% | Add +0.1% | 5,228 | $1.7M |
| AtlasMark Financial, Inc | 1.08% | No change | 5,000 | $1.7M |
| Wealth Analytics Partners, LLC | 0.68% | Reduce -2.3% | 5,221 | $1.7M |
| Galvin, Gaustad & Stein, LLC | 0.14% | Add +2.4% | 5,213 | $1.7M |
| Base Wealth Management LLC | 0.94% | Reduce -16.3% | 5,212 | $1.7M |
| BKM Wealth Management, LLC | 0.61% | Add +0.3% | 5,211 | $1.7M |
| Cypress Capital Group | 0.19% | Add +3.1% | 5,211 | $1.7M |
| Pandowealth. LLC | 1.46% | Reduce -4.0% | 5,208 | $1.7M |
| Hurley Capital, LLC | 0.90% | Add +9.7% | 5,198 | $1.7M |
| SP Asset Management LLC | 0.15% | Reduce -21.1% | 5,195 | $1.7M |
| ESL Trust Services, LLC | 0.32% | Add +17.9% | 5,193 | $1.7M |
| St Germain D J Co. Inc. | 0.07% | Add +0.5% | 5,171 | $1.7M |
| German American Bancorp, Inc. | 0.14% | New | 5,170 | $1.7M |
| Outlook Wealth Advisors, LLC | 0.40% | Reduce -0.4% | 5,163 | $1.7M |
| Courage Miller Partners, LLC | 0.47% | Reduce -0.0% | 5,155 | $1.7M |
| Financial Council, LLC | 0.64% | Reduce -4.4% | 5,152 | $1.7M |
| Tannin Capital LLC | 1.19% | Reduce -4.2% | 5,118 | $1.6M |
| Harbor Group, Inc. | 0.24% | Add +70.1% | 5,117 | $1.6M |
| Ted Buchan & Co | 0.60% | No change | 5,116 | $1.6M |
| One Charles Private Wealth Services, LLC | 0.41% | Reduce -9.6% | 5,116 | $1.6M |
| 1776 Wealth LLC | 0.64% | Reduce -0.1% | 5,111 | $1.6M |
| Pacific Point Advisors, LLC | 0.86% | Add +425.9% | 5,101 | $1.6M |
| Revisor Wealth Management LLC | 0.45% | Reduce -5.8% | 5,099 | $1.6M |
| Disciplined Investors, L.L.C. | 0.97% | Add +23.0% | 5,086 | $1.6M |
| HWG Holdings LP | 0.43% | No change | 5,079 | $1.6M |
| Hourglass Capital, LLC | 0.34% | No change | 5,059 | $1.6M |
| Baltimore-Washington Financial Advisors, Inc. | 0.07% | Add +11.3% | 5,057 | $1.6M |
| Solidarity Wealth, LLC | 0.31% | Add +7.9% | 5,056 | $1.6M |
| BCK Partners, Inc. | 0.87% | Reduce -1.5% | 5,051 | $1.6M |
| Penobscot Investment Management Company, Inc. | 0.13% | Reduce -9.5% | 5,046 | $1.6M |
| SageGuard Financial Group, LLC | 0.25% | Add +1.9% | 5,045 | $1.6M |
| Lane Brothers & Co. Inc. | 1.18% | No change | 5,034 | $1.6M |
| IFC & Insurance Marketing, Inc. | 1.68% | Add +123.1% | 5,029 | $1.6M |
| Pursue Wealth Partners LLC | 0.96% | Add +0.0% | 5,024 | $1.6M |
| Claris Financial LLC | 0.88% | No change | 5,019 | $1.6M |
| Grand Wealth Management, LLC | 0.76% | Add +0.7% | 5,009 | $1.6M |
| Sound Income Strategies, LLC | 0.08% | Reduce -46.3% | 4,968 | $1.6M |
| Murphy & Mullick Capital Management Corp | 1.19% | Add +27.9% | 5,003 | $1.6M |
| Kirtland Hills Capital Management, LLC | 0.51% | Add +19.1% | 4,573 | $1.6M |
| AF Advisors, Inc. | 0.89% | Reduce -3.0% | 4,997 | $1.6M |
| SmartHarvest Portfolios, LLC | 0.67% | Add +6.5% | 4,997 | $1.6M |
| Vilga Financial Planning LLC | 1.43% | Add +0.4% | 4,994 | $1.6M |
| HHM Wealth Advisors, LLC | 0.18% | Reduce -0.7% | 4,994 | $1.6M |
| Gutierrez Wealth Advisory, LLC | 0.99% | Add +38.5% | 4,989 | $1.6M |
| Next Level Private LLC | 0.36% | Reduce -10.6% | 4,983 | $1.6M |
| North Ridge Wealth Advisors, Inc. | 0.90% | Add +7.6% | 4,980 | $1.6M |
| First Foundation Advisors | 0.06% | No change | 4,978 | $1.6M |
| Institute for Wealth Management, LLC. | 0.17% | Add +4.3% | 4,976 | $1.6M |
| VestGen Investment Management | 0.88% | Reduce -47.1% | 4,967 | $1.6M |
| Valley National Advisers Inc. | 0.21% | Reduce -4.7% | 4,944 | $1.6M |
| Thrive Capital Management, LLC | 0.35% | Add +9.3% | 4,942 | $1.6M |
| Miller Capital Partners, Inc. | 0.76% | Add +0.0% | 4,912 | $1.6M |
| Morton Brown Family Wealth, LLC | 0.42% | Add +0.5% | 4,910 | $1.6M |
| Wealth Dimensions Group, Ltd. | 0.31% | Add +2.4% | 4,886 | $1.6M |
| Burney Co./ | 0.05% | Reduce -26.8% | 4,885 | $1.6M |
| Archer Investment Management, LLC | 0.66% | Reduce -14.5% | 4,882 | $1.6M |
| Panoramic Capital Partners, LLC | 0.96% | Add +7.9% | 4,878 | $1.6M |
| Graetz Wealth LLC | 1.40% | Add +0.5% | 4,876 | $1.6M |
| Breakwater Capital Group | 0.21% | Add +16.4% | 4,863 | $1.6M |
| Private Wealth Management Group, LLC | 0.41% | Reduce -21.2% | 4,840 | $1.6M |
| Littlejohn Financial Services, Inc. | 1.17% | Reduce -3.6% | 4,835 | $1.6M |
| Creative Capital Management Investments LLC | 0.44% | Reduce -0.2% | 4,830 | $1.5M |
| J. Mark Nickell & Co. | 1.40% | Reduce -22.7% | 4,828 | $1.5M |
| 1 North Wealth Services LLC | 0.56% | Reduce -0.0% | 4,808 | $1.5M |
| FourThought Financial Partners, LLC | 0.13% | Reduce -1.1% | 4,793 | $1.5M |
| Flavin Financial Services, Inc. | 1.03% | Add +2.1% | 4,793 | $1.5M |
| Juncture Wealth Strategies, LLC | 0.51% | Reduce -6.2% | 4,793 | $1.5M |
| First Growth Capital LLC | 1.39% | No change | 4,739 | $1.5M |
| Brown, Lisle/Cummings, Inc. | 0.38% | No change | 4,759 | $1.5M |
| Cidel Asset Management Inc. | 0.08% | No change | 4,750 | $1.5M |
| Sittner & Nelson, LLC | 0.56% | Add +47.6% | 4,741 | $1.5M |
| Shira Ridge Wealth Management | 0.60% | Reduce -12.0% | 4,729 | $1.5M |
| Seneca Financial Advisors LLC | 0.44% | No change | 4,722 | $1.5M |
| Key Capital Management, INC | 1.00% | Add +772.6% | 4,721 | $1.5M |
| Prasad Wealth Partners, LLC | 0.41% | Add +189.7% | 4,708 | $1.5M |
| First Nebraska Trust Co | 0.14% | No change | 4,700 | $1.5M |
| PCM Encore, LLC | 0.31% | Reduce -24.4% | 4,694 | $1.5M |
| Tarbox Family Office, Inc. | 0.24% | No change | 4,687 | $1.5M |
| Forefront Wealth Partners, LLC | 0.63% | Add +19.2% | 4,686 | $1.5M |
| Everpar Advisors LLC | 0.52% | Reduce -0.3% | 4,678 | $1.5M |
| Vista Investment Management | 0.50% | Reduce -0.5% | 4,673 | $1.5M |
| GDS Wealth Management | 0.09% | Reduce -8.2% | 4,665 | $1.5M |
| Archvest Wealth Advisors, Inc. | 0.97% | Reduce -4.1% | 4,664 | $1.5M |
| Albion Financial Group | 0.10% | No change | 4,664 | $1.5M |
| BigSur Wealth Management LLC | 0.42% | No change | 4,653 | $1.5M |
| Sherman Wealth Management LLC | 1.28% | Add +0.3% | 4,651 | $1.5M |
| Pathway Financial Advisors LLC | 0.18% | No change | 4,604 | $1.5M |
| Pacific Financial Group Inc. | 0.80% | Reduce -0.6% | 4,644 | $1.5M |
| KPP Advisory Services LLC | 0.22% | Reduce -20.3% | 4,639 | $1.5M |
| Journey Advisory Group, LLC | 0.13% | Reduce -8.9% | 4,627 | $1.5M |
| 10Elms LLP | 1.02% | Add +4.0% | 4,615 | $1.5M |
| Kera Capital Partners, Inc. | 0.18% | Add +4.5% | 4,604 | $1.5M |
| Riverview Trust Co | 1.82% | No change | 4,604 | $1.5M |
| Chesapeake Wealth Management | 0.45% | Reduce -7.1% | 4,602 | $1.5M |
| Aspire Capital Advisors LLC | 0.33% | Add +1.8% | 4,599 | $1.5M |
| Welch Group, LLC | 0.06% | Add +16.3% | 4,595 | $1.5M |
| Financial Freedom, LLC | 0.73% | Add +3.8% | 4,591 | $1.5M |
| Cross Staff Investments Inc | 0.75% | Add +3.0% | 4,590 | $1.5M |
| Robinswood Financial LLC | 0.46% | Add +0.4% | 4,582 | $1.5M |
| Joel Adams & Associates, Inc. | 1.09% | Add +7.2% | 4,581 | $1.5M |
| Key Financial Inc | 0.26% | Add +7.7% | 4,579 | $1.5M |
| Curran Financial Partners, LLC | 0.26% | Reduce -11.5% | 4,576 | $1.5M |
| Stordahl Capital Management, Inc. | 0.30% | Reduce -1.4% | 4,571 | $1.5M |
| Scotia Capital Inc. | 0.01% | Reduce -11.5% | 4,558 | $1.5M |
| Hopwood Financial Services, Inc. | 0.98% | No change | 4,549 | $1.5M |
| Keystone Financial Group, Inc. | 0.76% | Add +129.6% | 4,548 | $1.5M |
| Headlands Technologies LLC | 0.17% | Add +6.1% | 4,542 | $1.5M |
| Financial Management Network Inc. | 0.22% | Add +2.9% | 4,328 | $1.5M |
| Sentinel Wealth Management, Inc. | 1.16% | No change | 4,523 | $1.5M |
| Winthrop Capital Management, LLC | 0.37% | Reduce -11.9% | 4,520 | $1.4M |
| Macroview Investment Management LLC | 1.01% | Add +0.3% | 4,519 | $1.4M |
| Berkeley, Inc | 0.49% | Add +8.0% | 4,517 | $1.4M |
| Petersen Hastings Wealth Advisors Inc. | 0.13% | Reduce -1.0% | 4,508 | $1.4M |
| Woodard & Co. Asset Management Group Inc. | 0.23% | Reduce -1.0% | 4,506 | $1.4M |
| Allium Financial Advisors, LLC | 1.16% | No change | 4,503 | $1.4M |
| Parkside Investments, LLC | 0.18% | No change | 4,500 | $1.4M |
| Northwest Quadrant Wealth Management, LLC | 0.30% | Reduce -0.5% | 4,493 | $1.4M |
| Tritonpoint Wealth, LLC | 0.15% | Reduce -48.7% | 4,489 | $1.4M |
| Twelve Points Wealth Management LLC | 0.32% | Reduce -4.5% | 4,487 | $1.4M |
| McKinley Carter Wealth Services, Inc. | 0.08% | Reduce -7.2% | 4,485 | $1.4M |
| Investor's Fiduciary Advisor Network, LLC | 0.44% | Add +1.2% | 4,480 | $1.4M |
| Prairiewood Capital, LLC | 0.42% | Add +30.1% | 4,478 | $1.4M |
| Vident Advisory, LLC | 0.01% | Reduce -1.2% | 4,474 | $1.4M |
| Grey Fox Wealth Advisors, LLC | 0.28% | Add +186.1% | 4,454 | $1.4M |
| Summit Financial Strategies, Inc. | 0.11% | Reduce -12.6% | 4,453 | $1.4M |
| Armstrong Henry H Associates Inc. | 0.15% | No change | 4,449 | $1.4M |
| Intergy Private Wealth, LLC | 0.42% | Add +0.6% | 4,434 | $1.4M |
| Eq LLC | 0.40% | No change | 4,425 | $1.4M |
| Vested Financial Planning, LLC | 1.08% | No change | 4,416 | $1.4M |
| Measured Wealth Private Client Group, LLC | 0.39% | Reduce -0.3% | 4,416 | $1.4M |
| JB Capital LLC | 0.06% | Add +1.9% | 4,411 | $1.4M |
| Brightwater Advisory LLC | 0.94% | No change | 4,408 | $1.4M |
| Carmel Capital Partners, LLC | 0.51% | Add +13.1% | 4,393 | $1.4M |
| Mattern Capital Management, LLC | 0.17% | No change | 4,382 | $1.4M |
| Frisch Financial Group, Inc. | 0.29% | Reduce -0.7% | 4,378 | $1.4M |
| Brick & Kyle, Associates | 0.46% | Reduce -8.6% | 4,378 | $1.4M |
| Bill Few Associates, Inc. | 0.34% | Reduce -2.4% | 4,358 | $1.4M |
| Sunrise Financial Services, LLC | 0.99% | Reduce -71.5% | 4,353 | $1.4M |
| Financial Advisors Network, Inc. | 0.19% | Add +1.6% | 4,349 | $1.4M |
| King Wealth Management Group | 0.17% | Add +0.3% | 4,343 | $1.4M |
| Farmers Trust Co. | 0.22% | No change | 4,327 | $1.4M |
| Curated Wealth Partners LLC | 0.17% | Add +0.1% | 4,315 | $1.4M |
| Churchill Financial Advisors, LLC | 0.29% | Reduce -0.9% | 4,315 | $1.4M |
| Focused Wealth Management, Inc | 0.14% | Reduce -0.3% | 4,311 | $1.4M |
| Jeppson Wealth Management, LLC | 0.43% | Reduce -1.0% | 4,310 | $1.4M |
| Cogent Strategic Wealth LLC | 1.42% | Add +8.3% | 4,308 | $1.4M |
| Belleair Asset Management, LLC | 1.26% | Add +27.8% | 4,307 | $1.4M |
| Bridges Investment Management Inc. | 0.02% | Reduce -49.5% | 4,292 | $1.4M |
| Buttonwood Financial Advisors Inc. | 0.46% | Reduce -7.9% | 4,279 | $1.4M |
| Piedmont Capital Management, LLC | 0.92% | Reduce -4.5% | 4,278 | $1.4M |
| Brown Wealth Management, LLC | 0.35% | Add +5.0% | 4,274 | $1.4M |
| Edgestream Partners, L.P. | 0.04% | Reduce -65.1% | 4,273 | $1.4M |
| Sunburst Financial Group, LLC | 0.26% | Add +23.9% | 4,271 | $1.4M |
| Colton Groome Financial Advisors, LLC | 0.39% | Reduce -13.8% | 4,266 | $1.4M |
| RAM Investment Partners, LLC | 0.24% | Reduce -0.4% | 4,258 | $1.4M |
| Tower Bridge Advisors | 0.13% | New | 4,255 | $1.4M |
| OakTrust Wealth Advisors, LLC | 1.24% | Reduce -1.0% | 4,249 | $1.4M |
| Columbia Advisory Partners LLC | 0.87% | Reduce -0.2% | 4,248 | $1.4M |
| First Pacific Financial | 0.18% | Reduce -2.0% | 4,246 | $1.4M |
| Regency Capital Management Inc.\DE | 0.61% | Reduce -0.3% | 4,235 | $1.4M |
| Townsend Asset Management Corp. /NC/ | 0.49% | Add +1.9% | 4,229 | $1.4M |
| Aspen Capital Management, LLC | 0.34% | Add +0.0% | 4,229 | $1.4M |
| Heritage Investment Group, Inc. | 0.21% | Reduce -5.9% | 4,227 | $1.4M |
| Everest Financial Group LLC | 0.22% | New | 4,225 | $1.4M |
| Fragasso Financial Advisors Inc | 0.08% | Add +2.0% | 4,162 | $1.4M |
| KilterHowling LLC | 0.68% | Add +442.9% | 4,218 | $1.4M |
| V2 Financial group LLC | 0.63% | Add +0.1% | 4,212 | $1.4M |
| Hamilton Wealth, LLC | 0.26% | Reduce -16.6% | 4,208 | $1.4M |
| Brickley Wealth Management | 0.23% | Add +0.9% | 4,201 | $1.3M |
| Allen Capital Group, LLC | 0.12% | New | 4,197 | $1.3M |
| CSP Financial Group, LLC | 1.38% | — | 4,191 | $1.3M |
| Sage Capital Advisors,llc | 0.31% | Add +3.6% | 4,180 | $1.3M |
| Thompson Siegel & Walmsley LLC | 0.02% | Reduce -21.6% | 4,179 | $1.3M |
| West Michigan Advisors, LLC | 0.29% | Add +1.8% | 4,168 | $1.3M |
| Acorn Financial Advisory Services Inc. | 0.18% | Add +1.8% | 4,162 | $1.3M |
| Tempo Wealth, LLC | 0.23% | Add +0.4% | 4,160 | $1.3M |
| Wealth Management Nebraska | 0.14% | Reduce -7.2% | 4,158 | $1.3M |
| Searcy Financial Services Inc. | 0.49% | No change | 4,153 | $1.3M |
| Hudock, Inc. | 0.20% | Add +1.2% | 4,145 | $1.3M |
| Iowa State Bank | 0.24% | Add +2.5% | 4,145 | $1.3M |
| Clear Trail Advisors, LLC | 0.22% | Reduce -3.0% | 4,142 | $1.3M |
| Golden State Wealth Management, LLC | 0.15% | Reduce -4.5% | 4,141 | $1.3M |
| Global Financial Private Client, LLC | 0.43% | No change | 4,129 | $1.3M |
| Clarity Financial LLC | 0.14% | Add +41.0% | 4,125 | $1.3M |
| Wellington Grp LLC | 0.41% | Reduce -18.0% | 4,125 | $1.3M |
| Greenwich Wealth Management LLC | 0.05% | Add +0.2% | 4,122 | $1.3M |
| Prudent Investors Network, Inc. | 0.29% | Add +117.3% | 4,113 | $1.3M |
| Oakworth Capital, Inc. | 0.07% | No change | 4,104 | $1.3M |
| Gradient Capital Advisors, LLC | 0.34% | Add +0.7% | 4,095 | $1.3M |
| Altus Wealth Group LLC | 0.54% | Add +0.3% | 4,091 | $1.3M |
| J Hagan Capital, Inc. | 0.71% | Reduce -25.6% | 4,087 | $1.3M |
| IAG Wealth Partners, LLC | 0.15% | Add +0.2% | 4,074 | $1.3M |
| Arvest Bank Trust Division | 0.07% | Reduce -3.6% | 4,072 | $1.3M |
| Pinnacle Wealth Planning Services, Inc. | 0.13% | Add +104.6% | 4,058 | $1.3M |
| Davidson Investment Advisors | 0.06% | Reduce -11.6% | 4,052 | $1.3M |
| Fischer Financial Services, Inc. | 0.44% | No change | 4,050 | $1.3M |
| Fund Advisors of America Inc | 1.32% | Reduce -2.0% | 4,047 | $1.3M |
| Columbus Macro, LLC | 0.14% | Reduce -4.7% | 4,047 | $1.3M |
| Unison Advisors LLC | 0.10% | Reduce -0.5% | 4,038 | $1.3M |
| Spinnaker Trust | 0.07% | Reduce -3.8% | 4,030 | $1.3M |
| Capital Management Associates, Inc | 0.29% | Add +0.1% | 4,029 | $1.3M |
| OneAscent Wealth Management LLC | 0.43% | Reduce -1.1% | 4,023 | $1.3M |
| Tidemark, LLC | 0.33% | Add +21.2% | 4,018 | $1.3M |
| Cadinha & Co. LLC | 0.24% | Add +0.1% | 4,008 | $1.3M |
| Keystone Wealth Services, LLC | 0.27% | Add +3.2% | 3,999 | $1.3M |
| Cornerstone Advisory, LLC | 0.12% | No change | 3,999 | $1.3M |
| Elevated Financial Group LLC | 0.42% | Reduce -2.5% | 3,980 | $1.3M |
| Aletheian Wealth Advisors LLC | 0.62% | — | 3,975 | $1.3M |
| Benin Management CORP | 0.29% | Add +6.6% | 3,968 | $1.3M |
| Orion Investment Co | 0.40% | New | 3,954 | $1.3M |
| Vision Retirement, LLC | 0.36% | Add +17.8% | 3,951 | $1.3M |
| Adventist Health System/ West | 0.22% | New | 3,950 | $1.3M |
| Innovative Wealth Building LLC | 0.89% | Add +82.3% | 3,950 | $1.3M |
| Ridgewood Investments LLC | 0.52% | — | 3,947 | $1.3M |
| Americana Partners, LLC | 0.03% | Add +134.9% | 3,940 | $1.3M |
| Hutchens & Kramer Investment Management Group, LLC | 0.40% | Add +14.1% | 3,939 | $1.3M |
| Capital Planning LLC | 0.41% | Reduce -12.3% | 3,938 | $1.3M |
| GW Henssler & Associates Ltd. | 0.06% | Add +4.7% | 3,937 | $1.3M |
| Quest 10 Wealth Builders, Inc. | 1.11% | Reduce -1.2% | 3,936 | $1.3M |
| Aaron Wealth Advisors LLC | 0.07% | No change | 3,934 | $1.3M |
| GHP Investment Advisors, Inc. | 0.05% | Add +17.8% | 3,923 | $1.3M |
| Bantamac Capital, LLC | 0.92% | Add +44.1% | 3,921 | $1.3M |
| Tiemann Investment Advisors, LLC | 0.49% | New | 3,919 | $1.3M |
| Parsons Capital Management Inc. | 0.06% | Add +0.5% | 3,919 | $1.3M |
| Eley Financial Management, Inc | 0.45% | Reduce -0.3% | 3,915 | $1.3M |
| Venturi Wealth Management, LLC | 0.06% | Add +0.1% | 3,910 | $1.3M |
| Front Street Capital Management, Inc. | 0.17% | Reduce -2.4% | 3,910 | $1.3M |
| Sequent Asset Management, LLC | 0.60% | Add +0.1% | 3,895 | $1.2M |
| Colonial Trust Advisors | 0.10% | Reduce -2.4% | 3,891 | $1.2M |
| Ridgeline Wealth Planning, LLC | 0.91% | Add +0.0% | 3,877 | $1.2M |
| Texas Capital Bank Wealth Management Services Inc | 0.07% | Reduce -27.1% | 3,874 | $1.2M |
| F&V Capital Management, LLC | 0.26% | Reduce -62.6% | 3,859 | $1.2M |
| LBJ Family Wealth Advisors, Ltd. | 0.72% | No change | 3,962 | $1.2M |
| Appleton Partners Inc. | 0.09% | Reduce -5.2% | 3,849 | $1.2M |
| North Forty Two & Co. | 1.14% | Reduce -0.6% | 3,848 | $1.2M |
| Darden Wealth Group Inc | 0.63% | Reduce -14.6% | 3,843 | $1.2M |
| Syon Capital LLC | 0.06% | Reduce -4.5% | 3,843 | $1.2M |
| Your Advocates Ltd., LLP | 0.38% | Add +257.0% | 3,838 | $1.2M |
| Arnold Financial Planning LLC | 1.15% | Reduce -5.0% | 3,824 | $1.2M |
| Neumann Capital Management, LLC | 0.36% | Reduce -30.1% | 3,820 | $1.2M |
| Parr McKnight Wealth Management Group, LLC | 0.16% | Reduce -5.0% | 3,819 | $1.2M |
| Birchcreek Wealth Management, LLC | 0.59% | Add +0.1% | 3,817 | $1.2M |
| Tortuga Wealth Management, Inc | 1.14% | Add +2.3% | 3,808 | $1.2M |
| Sweeney & Michel, LLC | 0.36% | Add +0.3% | 3,598 | $1.2M |
| Northbridge Financial Group, LLC | 0.52% | Reduce -19.6% | 3,574 | $1.2M |
| Balefire, LLC | 0.23% | Reduce -5.6% | 3,773 | $1.2M |
| Aspire Private Capital, LLC | 0.27% | Add +1.4% | 3,769 | $1.2M |
| Rexford Capital Inc. | 0.86% | Add +8.0% | 3,760 | $1.2M |
| Seven Springs Wealth Group, LLC | 0.28% | No change | 3,758 | $1.2M |
| TKG Advisors, LLC | 0.50% | Reduce -1.5% | 3,757 | $1.2M |
| DGS Capital Management, LLC | 0.20% | Add +11.4% | 3,754 | $1.2M |
| New World Advisors LLC | 0.21% | Reduce -51.2% | 3,753 | $1.2M |
| Checchi Capital Advisers, LLC | 0.08% | Add +40.8% | 3,743 | $1.2M |
| Flower City Capital | 0.60% | Add +0.1% | 3,724 | $1.2M |
| Cathy Pareto & Associates, Inc. | 0.80% | Add +0.7% | 3,716 | $1.2M |
| Pennsylvania Capital Management Inc. | 0.34% | Add +0.3% | 3,705 | $1.2M |
| Sage Investment Counsel LLC | 1.32% | Reduce -0.0% | 3,703 | $1.2M |
| Steigerwald, Gordon & Koch Inc. | 0.12% | Reduce -3.9% | 3,683 | $1.2M |
| Pacific Asset Management, LLC | 0.66% | Add +0.1% | 3,682 | $1.2M |
| HRC Wealth Management, LLC | 0.56% | Add +92.6% | 3,679 | $1.2M |
| Eagle Strategies LLC | 0.14% | Reduce -3.4% | 3,676 | $1.2M |
| CM Wealth Advisors LLC | 0.25% | Add +9.0% | 3,674 | $1.2M |
| LVW Advisors, LLC | 0.11% | Add +3.2% | 3,671 | $1.2M |
| Arsenal Capital Advisors LLC | 0.85% | Add +12.8% | 3,669 | $1.2M |
| Smithbridge Asset Management Inc. | 0.17% | Reduce -33.2% | 3,668 | $1.2M |
| Advance Capital Management, Inc. | 0.04% | Add +1.4% | 3,665 | $1.2M |
| Farrell Financial LLC | 0.70% | Reduce -6.0% | 3,665 | $1.2M |
| Hamrick Investment Counsel, llc | 0.65% | Add +696.5% | 3,664 | $1.2M |
| Hengehold Capital Management LLC | 0.10% | Reduce -4.3% | 3,660 | $1.2M |
| Heffernan Advisory, Inc. | 1.09% | Reduce -0.7% | 3,657 | $1.2M |
| SFG Wealth Management, LLC. | 0.48% | Reduce -9.6% | 3,657 | $1.2M |
| Salomon & Ludwin, LLC | 0.10% | Reduce -1.8% | 3,621 | $1.2M |
| Citrine Capital LLC | 0.51% | Reduce -2.2% | 3,648 | $1.2M |
| Sonoma Allocations LLC | 0.40% | Add +402.6% | 3,599 | $1.2M |
| Net Worth Advisory Group | 0.24% | Reduce -78.1% | 3,645 | $1.2M |
| Fortune 45 LLC | 0.57% | Add +0.1% | 3,625 | $1.2M |
| Silver Oak Wealth Advisors Services, LLC | 0.75% | Reduce -1.3% | 3,613 | $1.2M |
| Fairscale Capital, LLC | 0.80% | Reduce -1.7% | 3,608 | $1.2M |
| Exencial Wealth Advisors, LLC | 0.04% | Reduce -54.0% | 3,607 | $1.2M |
| Capstone Wealth Management, LLC | 0.80% | No change | 3,592 | $1.2M |
| Avise Financial Cooperative, Inc. | 0.96% | New | 3,587 | $1.2M |
| Wealthedge Investment Advisors, LLC | 0.42% | Reduce -5.2% | 3,585 | $1.2M |
| Radnor Capital Management, LLC | 0.17% | Add +3.7% | 3,581 | $1.1M |
| Stage Harbor Financial, LLC | 0.76% | No change | 3,576 | $1.1M |
| Archford Capital Strategies, LLC | 0.13% | Add +22.6% | 3,547 | $1.1M |
| Graney & King, LLC | 0.61% | Reduce -1.6% | 3,546 | $1.1M |
| Ridgecrest Wealth Partners, LLC | 0.63% | No change | 3,546 | $1.1M |
| Ewa, LLC | 0.26% | Add +6.5% | 3,543 | $1.1M |
| Reyes Financial Architecture, Inc. | 0.93% | Reduce -0.2% | 3,535 | $1.1M |
| Opulen Financial Group LLC | 0.80% | Add +11.9% | 3,531 | $1.1M |
| Westbourne Investments, Inc. | 0.54% | Reduce -1.1% | 3,517 | $1.1M |
| Solstein Capital, LLC | 0.46% | Reduce -55.2% | 3,513 | $1.1M |
| Hardworking Capital Advisors, LLC | 1.05% | Add +1.6% | 3,504 | $1.1M |
| Aire Advisors, LLC | 0.21% | Add +0.3% | 3,500 | $1.1M |
| Key Client Fiduciary Advisors, LLC | 0.39% | Reduce -1.8% | 3,499 | $1.1M |
| Fortitude Advisory Group L.L.C. | 0.50% | Reduce -9.5% | 3,496 | $1.1M |
| Sage Investment Advisers LLC | 0.83% | Add +3.3% | 3,469 | $1.1M |
| Cora Capital Advisors LLC | 0.37% | Add +0.5% | 3,493 | $1.1M |
| Chris Bulman Inc | 0.49% | Add +26.1% | 3,489 | $1.1M |
| Indivisible Partners | 0.10% | Add +21.4% | 3,489 | $1.1M |
| Liberty Square Wealth Partners LLC | 0.31% | Reduce -4.8% | 3,487 | $1.1M |
| Lawood & Co. | 1.04% | No change | 3,485 | $1.1M |
| Community Bank of Raymore | 0.75% | Reduce -13.8% | 3,484 | $1.1M |
| Access Financial Services, Inc. | 0.40% | Add +7.2% | 3,483 | $1.1M |
| Estate Counselors, LLC | 0.10% | Reduce -91.6% | 3,477 | $1.1M |
| Union Bancaire Privee, UBP SA | 0.02% | No change | 3,578 | $1.1M |
| Nilsine Partners, LLC | 0.09% | Reduce -3.5% | 3,163 | $1.1M |
| Blalock Williams, LLC | 0.86% | New | 3,476 | $1.1M |
| Christine Messmer PC | 0.71% | Add +1.0% | 3,461 | $1.1M |
| Davidson Kahn Capital Management, LLC | 0.59% | Reduce -13.4% | 3,454 | $1.1M |
| Lutz Financial Services LLC | 0.07% | Reduce -1.7% | 3,453 | $1.1M |
| Worth Asset Management, LLC | 0.41% | Reduce -0.2% | 3,451 | $1.1M |
| Altfest L J & Co. Inc. | 0.12% | Reduce -8.9% | 3,447 | $1.1M |
| Opal Wealth Advisors, LLC | 0.25% | Reduce -20.2% | 3,446 | $1.1M |
| Sherry Group, Inc. | 1.20% | Reduce -1.1% | 3,438 | $1.1M |
| Westshore Wealth, LLC | 0.39% | Add +0.5% | 3,437 | $1.1M |
| Stockman Wealth Management, Inc. | 0.12% | Reduce -32.9% | 3,424 | $1.1M |
| tru Independence LLC | 0.54% | Add +4.8% | 3,419 | $1.1M |
| Strategic Equity Management | 0.41% | Reduce -7.3% | 3,419 | $1.1M |
| GW&K Investment Management, LLC | 0.01% | Reduce -2.5% | 3,411 | $1.1M |
| Claris Advisors, LLC / Mo / | 0.33% | Add +0.1% | 3,406 | $1.1M |
| River Wealth Advisors LLC | 0.13% | Add +13.4% | 3,406 | $1.1M |
| Truvestments Capital LLC | 0.20% | Add +1113.6% | 3,398 | $1.1M |
| IMPACTfolio, LLC | 0.46% | Add +1.0% | 3,395 | $1.1M |
| Vavra Capital Management, LLC | 1.05% | No change | 3,378 | $1.1M |
| Ethos Financial Group, LLC | 0.08% | Reduce -7.8% | 3,440 | $1.1M |
| Bollard Group LLC | 0.03% | Add +0.3% | 3,374 | $1.1M |
| Peak Asset Management, LLC | 0.19% | Reduce -4.1% | 3,373 | $1.1M |
| NTV Asset Management LLC | 0.12% | Add +4.8% | 3,369 | $1.1M |
| Whalerock Point Partners, LLC | 0.22% | No change | 3,368 | $1.1M |
| EPG Wealth Management LLC | 0.29% | Add +2.9% | 3,365 | $1.1M |
| PYA Waltman Capital, LLC | 0.30% | No change | 3,363 | $1.1M |
| KDT Advisors, LLC | 1.72% | No change | 3,360 | $1.1M |
| Ridgeline Wealth, LLC | 0.77% | Add +0.0% | 3,355 | $1.1M |
| Capital Advantage, Inc. | 0.14% | Add +0.5% | 3,349 | $1.1M |
| Vermillion Wealth Management, Inc. | 0.43% | Reduce -10.1% | 3,344 | $1.1M |
| Midwest Financial Group LLC | 0.46% | Reduce -1.2% | 3,342 | $1.1M |
| Centennial Advisors, LLC | 1.36% | Add +93.3% | 3,337 | $1.1M |
| Defined Wealth Management, LLC | 0.63% | Reduce -12.6% | 3,337 | $1.1M |
| Rossby Financial, LCC | 0.22% | Add +40.5% | 3,311 | $1.1M |
| Warner Financial, Inc. | 0.37% | Add +4.5% | 3,335 | $1.1M |
| Chilton Capital Management LLC | 0.04% | Reduce -4.4% | 3,333 | $1.1M |
| B & T Capital Management DBA Alpha Capital Management | 0.15% | Reduce -0.7% | 3,320 | $1.1M |
| Legacy Wealth Managment, LLC | 0.53% | Add +15.7% | 3,318 | $1.1M |
| Moneywise, Inc. | 0.46% | Reduce -7.6% | 3,315 | $1.1M |
| Summit Wealth Partners, LLC | 0.17% | Reduce -3.0% | 3,311 | $1.1M |
| Delta Investment Management, LLC | 0.19% | Add +35.7% | 3,309 | $1.1M |
| Magnolia Private Wealth, LLC | 0.71% | No change | 3,303 | $1.1M |
| Third View Private Wealth, LLC | 0.14% | Add +0.5% | 3,295 | $1.1M |
| CORDA Investment Management, LLC. | 0.07% | Reduce -0.2% | 3,294 | $1.1M |
| Mason Investment Advisory Services, Inc. | 0.05% | Add +0.3% | 3,294 | $1.1M |
| Team Hewins, LLC | 0.31% | No change | 3,283 | $1.1M |
| Triad Wealth Partners, LLC | 0.08% | Reduce -28.9% | 3,280 | $1.1M |
| Riverstone Advisors, LLC | 0.52% | Add +0.5% | 3,276 | $1.1M |
| Loudon Investment Management, LLC | 0.56% | Reduce -0.4% | 3,254 | $1.0M |
| Financial Synergies Wealth Advisors, Inc. | 0.10% | Reduce -2.9% | 3,243 | $1.0M |
| NewCorp Financial Services, Inc. | 0.90% | Add +0.1% | 3,235 | $1.0M |
| Richard P Slaughter Associates Inc | 0.22% | Reduce -23.9% | 3,226 | $1.0M |
| Prosperity Planning, Inc. | 0.37% | Add +5.9% | 3,215 | $1.0M |
| Prevail Innovative Wealth Advisors, LLC | 0.17% | Reduce -0.4% | 3,213 | $1.0M |
| ARS Wealth Advisors Group, LLC | 0.09% | Reduce -21.8% | 3,213 | $1.0M |
| BankPlus Wealth Management LLC | 0.53% | Add +7.9% | 3,212 | $1.0M |
| Hilltop National Bank | 0.24% | No change | 3,211 | $1.0M |
| Davis Wealth Advisors, LLC | 0.85% | Add +49.6% | 3,189 | $1.0M |
| Port Capital LLC | 0.05% | No change | 3,186 | $1.0M |
| Asset Advisors Investment Management, LLC | 0.10% | Reduce -3.1% | 3,183 | $1.0M |
| Cambridge Financial Group, LLC | 0.35% | Reduce -7.0% | 3,182 | $1.0M |
| Poinciana Advisors Group, LLC | 0.80% | Reduce -1.8% | 3,174 | $1.0M |
| Prosperity Financial Group, Inc. | 0.38% | Add +11.8% | 3,173 | $1.0M |
| Riversedge Advisors, LLC | 0.16% | Reduce -4.2% | 3,164 | $1.0M |
| Constant Guidance Financial LLC | 0.70% | Reduce -3.6% | 3,163 | $1.0M |
| Abacus Wealth Partners, LLC | 0.09% | Add +7.7% | 3,154 | $1.0M |
| Clarion Wealth Managment Partners, LLC | 0.92% | Add +0.7% | 3,153 | $1.0M |
| Sawyer & Company, Inc | 0.39% | Reduce -0.1% | 3,151 | $1.0M |
| Lowe Brockenbrough & Co. Inc. | 0.05% | Reduce -1.8% | 3,150 | $1.0M |
| Advantage Trust Co | 0.45% | No change | 3,149 | $1.0M |
| San Luis Wealth Advisors LLC | 0.17% | Reduce -0.7% | 3,138 | $1.0M |
| WealthShield Partners, LLC | 0.11% | Add +3.3% | 3,137 | $1.0M |
| Matrix Asset Advisors Inc. | 0.09% | No change | 3,134 | $1.0M |
| Tandem Capital Management Corp. | 0.50% | Add +6.1% | 3,130 | $1.0M |
| Private Wealth Asset Management, LLC | 0.11% | Reduce -3.5% | 3,125 | $1.0M |
| Bennett Selby Investments LP | 0.35% | Reduce -0.1% | 3,122 | $1.0M |
| Kingsman Wealth Management, Inc. | 0.56% | Add +0.3% | 3,118 | $1.0M |
| Parkwoods Wealth Partners, LLC | 0.24% | Add +1.5% | 3,112 | $998K |
| Maia Wealth LLC | 0.17% | Add +5.0% | 3,105 | $996K |
| Hoxton Planning & Management, LLC | 0.30% | Add +0.8% | 3,088 | $991K |
| Baker Tilly Wealth Management, LLC | 0.24% | Add +22.5% | 3,081 | $988K |
| Wealth Enhancement Trust Services, Inc. | 0.12% | No change | 3,072 | $986K |
| Armbruster Capital Management, Inc. | 0.16% | No change | 3,067 | $984K |
| Meridian Financial Partners LLC | 0.37% | Add +15.6% | 3,023 | $984K |
| Ameriflex Group, Inc. | 0.50% | Add +5.4% | 3,066 | $983K |
| Jackson Wealth Management, LLC | 0.10% | No change | 3,064 | $983K |
| FWG Investments, LLC. | 0.62% | Add +56.0% | 3,060 | $982K |
| Oak Wealth Advisors LLC | 0.54% | Add +30.8% | 3,040 | $975K |
| Pine Valley Investments Ltd Liability Co | 0.05% | Add +12.1% | 3,036 | $974K |
| Cornerstone Financial Management LLC | 0.89% | No change | 3,034 | $973K |
| Foster & Motley Inc. | 0.05% | Reduce -1.0% | 3,032 | $973K |
| Armor Investment Advisors, LLC | 0.35% | No change | 3,030 | $972K |
| SlateStone Wealth, LLC | 0.08% | No change | 3,020 | $969K |
| Lee Danner & Bass Inc. | 0.06% | Add +4.5% | 3,008 | $965K |
| Halter Ferguson Financial Inc. | 0.21% | Reduce -2.4% | 3,007 | $965K |
| Commerce Advisors, LLC | 0.81% | — | 2,995 | $961K |
| Boltwood Capital Management | 0.24% | Reduce -1.8% | 2,984 | $957K |
| Smith Chas P & Associates Pa Cpas | 0.05% | Reduce -0.1% | 2,978 | $955K |
| Inspirion Wealth Advisors, LLC | 0.12% | No change | 2,978 | $955K |
| Kaizen Financial Strategies | 0.40% | Reduce -2.2% | 2,758 | $954K |
| Convergence Financial, LLC | 0.10% | Add +115.4% | 2,912 | $954K |
| Kelleher Financial Advisors | 0.24% | Reduce -21.2% | 2,973 | $954K |
| Elevation Wealth Management LLC | 0.88% | No change | 2,968 | $952K |
| Walled Lake Planning & Wealth Management, LLC | 0.28% | Add +0.3% | 2,966 | $951K |
| B.O.S.S. Retirement Advisors, LLC | 0.29% | Reduce -5.1% | 2,966 | $951K |
| Fidelity D & D Bancorp Inc. | 0.38% | Reduce -1.9% | 2,963 | $951K |
| Cornerstone Wealth Advisors, Inc. | 0.22% | Add +15.3% | 2,962 | $950K |
| RCS Financial Planning, LLC | 0.49% | Reduce -0.8% | 2,959 | $949K |
| ArborFi Advisors, LLC | 0.77% | Add +0.2% | 2,956 | $948K |
| Channel Wealth LLC | 0.23% | Reduce -0.5% | 2,936 | $942K |
| Asset One Wealth Management LLC | 0.10% | Add +145.3% | 2,706 | $941K |
| Fortress Financial Group, LLC | 0.70% | Add +86.8% | 2,931 | $940K |
| Fortitude Family Office, LLC | 0.21% | Add +0.1% | 2,930 | $940K |
| Cape Investment Advisory, Inc. | 0.31% | Reduce -9.0% | 2,929 | $940K |
| Beckerman Institutional, LLC | 0.50% | Add +0.2% | 2,922 | $938K |
| Envision Financial Planning, LLC | 0.34% | No change | 2,918 | $936K |
| Great Hill Capital LLC | 0.58% | Add +80.6% | 2,916 | $935K |
| Texas Bank & Trust Co | 0.35% | No change | 2,914 | $935K |
| Titiun Yejiel | 0.94% | No change | 2,900 | $930K |
| Physician Wealth Solutions Inc. | 0.38% | No change | 2,896 | $929K |
| Hudson Capital Management LLC | 0.25% | Add +0.2% | 2,891 | $928K |
| Capital Planning Advisors, LLC | 0.13% | Add +5.9% | 2,891 | $927K |
| Guardian Financial Partners, LLC | 0.39% | Add +0.1% | 2,889 | $927K |
| Van Hulzen Asset Management, LLC | 0.07% | Add +5.1% | 2,889 | $927K |
| Rhodes Investment Advisors Inc. | 0.80% | Reduce -46.0% | 2,882 | $925K |
| Ibex Wealth Advisors | 0.09% | New | 2,882 | $924K |
| S&co Inc. | 0.06% | No change | 2,882 | $924K |
| Spreng Capital Management, Inc. | 0.44% | Add +0.6% | 2,876 | $923K |
| Reynders McVeigh Capital Management, LLC | 0.05% | Reduce -1.5% | 2,871 | $921K |
| CMH Wealth Management LLC | 0.16% | New | 2,870 | $921K |
| LBMC Investment Advisors, LLC | 0.06% | Add +0.0% | 2,866 | $919K |
| Bank of New Hampshire | 0.21% | Reduce -0.2% | 2,865 | $919K |
| Evernest Financial Advisors, LLC | 0.19% | Reduce -11.9% | 2,606 | $919K |
| MPWM Advisory Solutions, LLC | 0.49% | Reduce -20.8% | 2,859 | $917K |
| Sharp Wealth Advisory, LLC | 0.45% | Add +0.3% | 2,858 | $917K |
| Resurgent Financial Advisors LLC | 0.33% | Reduce -5.2% | 2,852 | $915K |
| Power Wealth Management LLC | 0.34% | Add +3.3% | 2,852 | $915K |
| TrustBank | 0.35% | No change | 2,848 | $914K |
| Websterrogers Financial Advisors, LLC | 0.26% | Add +0.1% | 2,840 | $911K |
| RiverGlades Family Offices LLC | 0.53% | — | 2,830 | $908K |
| Winebrenner Capital Management LLC | 0.58% | Add +1.7% | 2,821 | $905K |
| Curbstone Financial Management Corp | 0.17% | No change | 2,820 | $905K |
| SeedSafe Financial LLC | 0.74% | No change | 2,820 | $905K |
| Planning Alternatives Ltd. | 0.12% | Add +36.5% | 2,819 | $904K |
| World Equity Group, Inc. | 0.23% | Reduce -9.1% | 2,816 | $904K |
| Sterling Investment Advisors, Ltd. | 0.16% | Add +0.6% | 2,813 | $902K |
| Atlantic Edge Private Wealth Management, LLC | 0.22% | Reduce -7.8% | 2,811 | $902K |
| Probity Advisors, Inc. | 0.14% | Reduce -2.1% | 2,810 | $901K |
| Encompass More Asset Management | 0.15% | Reduce -61.4% | 2,806 | $900K |
| New England Professional Planning Group Inc. | 0.38% | No change | 2,804 | $900K |
| Pioneer Wealth Management Group | 0.25% | Add +0.6% | 2,801 | $899K |
| Spartan Wealth Advisory Services LLC | 0.08% | — | 2,800 | $898K |
| Tilia Fiduciary Partners, Inc. | 0.49% | Add +0.0% | 2,795 | $897K |
| Colonial River Investments, LLC | 0.32% | Reduce -12.6% | 2,785 | $893K |
| Vision Capital Management, Inc. | 0.11% | Add +1.5% | 2,785 | $893K |
| Carson Advisory Inc. | 0.46% | No change | 2,780 | $892K |
| West Wealth Group, LLC | 0.18% | Add +179.2% | 2,778 | $891K |
| Aldebaran Financial Inc. | 0.84% | Reduce -3.2% | 2,773 | $890K |
| Evolution Wealth Advisors, LLC | 0.09% | No change | 2,771 | $889K |
| Commonwealth Financial Services, LLC | 0.14% | Add +112.6% | 2,770 | $889K |
| Emerald Advisors, LLC | 0.11% | No change | 2,770 | $889K |
| Towerpoint Wealth, LLC | 0.36% | Reduce -1.7% | 2,767 | $888K |
| Legacy Trust | 0.17% | No change | 2,761 | $886K |
| Retirement Wealth Solutions LLC | 0.56% | Add +6.1% | 2,760 | $886K |
| Ruane, Cunniff & Goldfarb L.P. | 0.01% | Add +2.6% | 2,748 | $882K |
| Polaris Investment Advisors, LLC | 0.64% | No change | 2,745 | $881K |
| Silver Grove Financial Group, Inc. | 0.70% | Reduce -18.3% | 2,724 | $874K |
| Cedar Point Capital Partners, LLC | 0.57% | Reduce -6.2% | 2,724 | $874K |
| Agate Pass Investment Management, LLC | 0.34% | No change | 2,723 | $874K |
| Noesis Capital Mangement Corp. | 0.13% | Reduce -18.2% | 2,723 | $874K |
| Union Savings Bank | 0.38% | Reduce -8.9% | 2,723 | $874K |
| Marco Investment Management LLC | 0.07% | Add +10.9% | 2,718 | $872K |
| Henderson Brothers Financial Partners, LLC | 0.22% | — | 2,716 | $871K |
| LifeWealth Investments, LLC | 0.26% | Reduce -1.3% | 2,716 | $871K |
| Elevated Capital Advisors, LLC | 0.22% | Add +3.8% | 2,714 | $871K |
| M1 Capital Management LLC | 0.40% | Add +7.9% | 2,711 | $870K |
| Fairfield, Bush & Co. | 0.48% | Reduce -0.0% | 2,707 | $868K |
| Miramar Capital, LLC | 0.19% | Reduce -0.3% | 2,705 | $868K |
| Conrad Siegel Investment Advisors, Inc. | 0.16% | Reduce -0.3% | 2,705 | $868K |
| All Terrain Financial Advisors, LLC | 0.27% | Reduce -2.8% | 2,701 | $866K |
| Wealth Advisors Northwest LLC | 0.36% | Add +6.7% | 2,699 | $866K |
| Elm3 Financial Group, LLC | 0.73% | Reduce -7.0% | 2,696 | $865K |
| Orleans Capital Management Corp. | 0.58% | Add +4.1% | 2,696 | $865K |
| Mueller Wealth, LLC | 0.69% | Reduce -0.6% | 2,694 | $864K |
| PW Nova Financial Services LLC | 0.23% | New | 2,689 | $863K |
| American National Bank & Trust | 0.08% | Reduce -3.6% | 2,689 | $863K |
| Koss-Olinger Consulting, LLC | 0.07% | Reduce -44.1% | 2,688 | $862K |
| MidAtlantic Capital Management, Inc. | 0.59% | Add +6.0% | 2,688 | $862K |
| Shared Vision Wealth Group LLC | 0.35% | No change | 2,683 | $861K |
| Charles Schwab Trust Co | 0.06% | Reduce -52.7% | 2,675 | $858K |
| Able Wealth Management LLC | 0.23% | Add +7.1% | 2,671 | $857K |
| Evergreen Advisors, LLC | 0.20% | Reduce -1.3% | 2,663 | $854K |
| Maridea Wealth Management LLC | 0.12% | Add +2.9% | 2,659 | $853K |
| Quest Investment Management LLC | 0.10% | No change | 2,646 | $849K |
| Carnegie Lake Advisors LLC | 0.34% | Add +0.1% | 2,644 | $848K |
| Addison Advisors LLC | 0.19% | Reduce -0.9% | 2,642 | $848K |
| Van Den Berg Management I, Inc. | 0.19% | Add +2.2% | 2,639 | $847K |
| Afg Fiduciary Services Limited Partnership | 0.50% | No change | 2,601 | $846K |
| J.M. Arbour, LLC | 0.81% | Add +2.6% | 2,633 | $845K |
| Alchemi Wealth, LLC | 0.47% | Add +4.2% | 2,630 | $844K |
| Intelligence Driven Advisers, LLC | 0.15% | Reduce -1.1% | 2,631 | $844K |
| Halbert Hargrove Global Advisors, LLC | 0.04% | Add +3.5% | 2,630 | $844K |
| Investment Planning Advisors, Inc. | 0.23% | Reduce -1.5% | 2,620 | $840K |
| Wealthspire Retirement, LLC | 0.05% | Add +1.0% | 2,615 | $839K |
| Lafayette Investments, Inc. | 0.17% | Add +12.7% | 2,614 | $839K |
| Junk Investment Group, LLC | 0.44% | — | 2,614 | $839K |
| Quent Capital, LLC | 0.06% | Reduce -3.8% | 2,604 | $836K |
| Welch & Forbes LLC | 0.01% | Add +5.6% | 2,603 | $835K |
| O'Connor Financial Group LLC | 0.34% | Reduce -3.7% | 2,600 | $834K |
| Stenger Family Office, LLC | 0.15% | Add +10.0% | 2,594 | $832K |
| Cypress Wealth Services, LLC | 0.12% | Reduce -37.1% | 2,579 | $827K |
| Baxter Bros Inc. | 0.10% | Reduce -28.6% | 2,571 | $825K |
| Arkos Global Advisors | 0.10% | Add +11.6% | 2,570 | $824K |
| Clearwater Capital Advisors, LLC | 0.07% | Add +7.6% | 2,568 | $824K |
| Martel Wealth Advisors LLC | 0.14% | Add +0.4% | 2,565 | $823K |
| Legacy Financial Group, Inc. | 0.22% | Add +0.1% | 2,565 | $823K |
| Gilliland Jeter Wealth Management LLC | 0.24% | No change | 2,564 | $823K |
| Triune Financial Partners, LLC | 0.20% | Add +0.3% | 2,556 | $820K |
| Sandbox Financial Partners, LLC | 0.23% | Add +0.1% | 2,552 | $819K |
| Ifrah Financial Services, Inc. | 0.22% | No change | 2,551 | $818K |
| Evelyn Partners Asset Management Ltd | 0.20% | Reduce -0.4% | 2,549 | $818K |
| Insight Advisors, LLC/ PA | 0.16% | Add +15.3% | 2,548 | $817K |
| Old Mission Investment Co LLC | 0.19% | New | 2,546 | $817K |
| Marathon Strategic Advisors, LLC | 0.59% | Reduce -23.1% | 2,546 | $817K |
| Marietta Wealth Management, LLC | 0.10% | No change | 2,544 | $816K |
| Chico Wealth RIA | 0.50% | No change | 2,532 | $812K |
| Delta Asset Management LLC | 0.07% | Add +0.0% | 2,529 | $811K |
| WESPAC Advisors, LLC | 0.44% | Add +74.3% | 2,527 | $811K |
| Ascentis Wealth Management, LLC | 0.17% | Reduce -1.1% | 2,525 | $810K |
| Archer Investment Corp | 0.17% | Reduce -32.3% | 2,524 | $810K |
| Adkins Seale Capital Management LLC | 0.80% | No change | 2,521 | $809K |
| Lauer Wealth, LLC | 0.64% | Reduce -2.5% | 2,413 | $805K |
| Bourgeon Capital Management LLC | 0.14% | Reduce -17.4% | 2,502 | $803K |
| Fishman Jay A Ltd. | 0.07% | No change | 2,500 | $802K |
| BlueStem Wealth Partners, LLC | 0.09% | Add +0.2% | 2,497 | $801K |
| eCIO, Inc. | 0.35% | Add +2.3% | 2,495 | $801K |
| Bank of Marin | 0.58% | Reduce -7.6% | 2,493 | $800K |
| Family Investment Center, Inc. | 0.15% | Reduce -2.0% | 2,493 | $800K |
| Spirepoint Private Client, LLC | 0.08% | Add +1.2% | 2,491 | $799K |
| PAX Financial Group, LLC | 0.14% | Reduce -3.5% | 2,484 | $797K |
| True Freedom Investing, LLC | 0.06% | Add +70.7% | 2,483 | $797K |
| Gambit Capital Management, LLC | 0.57% | Add +164.6% | 2,482 | $796K |
| Orion Capital Management LLC | 0.27% | Reduce -11.1% | 2,482 | $796K |
| WestHill Financial Advisors, Inc. | 0.15% | Reduce -6.1% | 2,480 | $796K |
| Northwest Bancshares, Inc. | 0.16% | Add +6.4% | 2,480 | $796K |
| HighMark Wealth Management LLC | 0.32% | Add +0.3% | 2,475 | $794K |
| Causey Wealth LLC | 0.34% | Add +48.7% | 2,470 | $792K |
| True Link Financial Advisors, LLC | 0.05% | Add +83.9% | 2,468 | $792K |
| Financial Perspectives, Inc | 0.22% | Add +3.4% | 2,467 | $791K |
| Cohen Capital Management, Inc. | 0.12% | New | 2,445 | $784K |
| Meridian Investment Counsel Inc. | 0.19% | Reduce -0.8% | 2,442 | $783K |
| Mills Wealth Advisors LLC | 0.27% | Reduce -55.5% | 2,440 | $783K |
| North Berkeley Wealth Management, LLC | 0.41% | Add +7.8% | 2,433 | $781K |
| Ruggaard & Associates LLC | 0.31% | Reduce -7.5% | 2,429 | $779K |
| Manchester Financial Inc. | 0.15% | Reduce -2.0% | 2,422 | $777K |
| Patten Group, Inc. | 0.13% | Reduce -2.7% | 2,420 | $776K |
| Parker Investment Management, LLC | 0.12% | Add +14.0% | 2,419 | $776K |
| Greenwood Capital Associates LLC | 0.09% | Reduce -3.0% | 2,418 | $776K |
| SJS Investment Consulting Inc. | 0.09% | Add +0.7% | 2,417 | $775K |
| Petra Financial Advisors Inc. | 0.48% | Add +0.2% | 2,415 | $775K |
| Deutsche Bank AG | 0.00% | No change | 2,415 | $775K |
| BCGM Wealth Management, LLC | 0.19% | Reduce -6.5% | 2,414 | $774K |
| Knightsbridge Asset Management, LLC | 0.10% | Add +0.0% | 2,412 | $774K |
| Lakeridge Wealth Management LLC | 0.33% | Add +3.3% | 2,409 | $773K |
| Jamison Private Wealth Management, Inc. | 0.10% | New | 2,405 | $772K |
| Lifeworks Advisors, LLC | 0.10% | Add +20.3% | 2,405 | $771K |
| Barlow Wealth Partners, LLC | 0.09% | No change | 2,196 | $770K |
| Wise Wealth Partners | 1.04% | Add +8.6% | 2,390 | $767K |
| Platform Technology Partners | 0.15% | Add +11.5% | 2,389 | $766K |
| Southland Equity Partners LLC | 0.15% | Add +0.1% | 2,388 | $766K |
| Oregon Pacific Wealth Management, LLC | 0.80% | Reduce -4.1% | 2,387 | $766K |
| D L Carlson Investment Group Inc. | 0.13% | Add +1.3% | 2,379 | $763K |
| Talon Private Wealth, LLC | 0.10% | — | 2,374 | $762K |
| Approach Retirement Advisors, LLC | 0.63% | Add +12.6% | 2,370 | $760K |
| Oak Family Advisors, LLC | 0.23% | Reduce -56.8% | 2,369 | $760K |
| American Capital Advisory, LLC | 0.31% | No change | 2,363 | $758K |
| Dopkins Wealth Management, LLC | 0.30% | Reduce -0.1% | 2,362 | $758K |
| Waycross Investment Management Co | 0.72% | No change | 2,360 | $757K |
| Community Bank, N.A. | 0.09% | Add +23.6% | 2,354 | $755K |
| GTS Financial, LLC | 0.60% | — | 2,744 | $754K |
| Stegner Investment Associates Inc. | 0.41% | No change | 2,350 | $754K |
| Parkshore Wealth Management, Inc. | 0.25% | New | 2,349 | $754K |
| Donaldson Capital Management, LLC | 0.02% | Add +67.7% | 2,348 | $753K |
| ERn Financial, LLC | 0.14% | Add +18.8% | 2,345 | $752K |
| Nixon Peabody Trust Co. | 0.06% | No change | 2,343 | $752K |
| Nolet Wealth Management, LLC | 0.43% | Reduce -7.9% | 2,343 | $752K |
| Community Trust & Investment Co. | 0.04% | Add +202.3% | 2,340 | $751K |
| Cadia Private Client LLC | 0.61% | Reduce -3.2% | 2,338 | $750K |
| Northeast Financial Group, Inc. | 0.20% | Reduce -71.1% | 2,338 | $750K |
| Anchor Capital Advisors LLC | 0.02% | Add +21.8% | 2,338 | $750K |
| Viawealth, LLC | 0.42% | Add +2.0% | 2,337 | $750K |
| Tobias Financial Advisors, Inc. | 0.10% | Reduce -6.3% | 2,336 | $749K |
| WP Advisors, LLC | 0.19% | Add +0.3% | 2,331 | $748K |
| Gerald Baker Financial Group LLC | 0.24% | — | 2,330 | $748K |
| Millennium Capital Advisors, LLC | 0.46% | Add +0.3% | 2,330 | $748K |
| Sunbeam Capital Management, LLC | 0.43% | New | 2,329 | $747K |
| Ellenbecker Investment Group | 0.10% | Add +132.1% | 2,326 | $746K |
| DF Dent & Co. Inc. | 0.01% | Add +9.5% | 2,315 | $743K |
| Ofc Financial Planning, LLC | 0.73% | Reduce -0.1% | 2,314 | $742K |
| Per Stirling Capital Management, LLC. | 0.08% | Reduce -1.4% | 2,313 | $742K |
| Horizon Investments, LLC | 0.01% | Add +100.0% | 2,310 | $741K |
| Northern Capital Management, Inc. | 0.37% | Reduce -20.2% | 2,309 | $741K |
| CDKV Holdings LLC | 0.65% | No change | 2,297 | $737K |
| DeLarme Wealth Management, Inc. | 0.47% | Add +0.3% | 2,295 | $736K |
| Adamsbrown Wealth Consultants LLC | 0.19% | Reduce -9.2% | 2,295 | $736K |
| Traction Financial Partners, LLC | 0.45% | Add +0.3% | 2,292 | $735K |
| Harbour Trust & Investment Management Co | 0.08% | No change | 2,292 | $735K |
| Mountain Pacific Investment Advisers LLC | 0.13% | Reduce -15.3% | 2,283 | $732K |
| DDD Partners, LLC | 0.05% | Add +5.0% | 2,276 | $730K |
| Solutions 4 Wealth, Ltd | 1.10% | Reduce -0.5% | 2,274 | $730K |
| J. Derek Lewis & Associates Inc. | 0.16% | Add +6.0% | 2,335 | $729K |
| Keystone Financial Services | 0.21% | Add +0.7% | 2,258 | $725K |
| Bellevue Asset Management, LLC | 0.36% | Add +0.8% | 2,257 | $724K |
| Alexander Labrunerie & Co., Inc. | 0.27% | Add +0.3% | 2,256 | $724K |
| Turtle Creek Wealth Advisors, LLC | 0.05% | Reduce -18.7% | 2,253 | $723K |
| Bienville Capital Management, LLC | 0.14% | Reduce -8.8% | 2,245 | $720K |
| Montecito Bank & Trust | 0.12% | Add +3.9% | 2,240 | $719K |
| MilWealth Group LLC | 0.17% | No change | 2,238 | $718K |
| Morey & Quinn Wealth Partners, LLC | 0.51% | Add +75.5% | 2,236 | $717K |
| Anson Capital, Inc. | 0.49% | Add +3.2% | 2,231 | $716K |
| Alpha Financial Advisors, LLC | 0.22% | Add +15.8% | 2,231 | $716K |
| Chancellor Financial Group WB LP | 0.51% | Add +0.1% | 2,228 | $715K |
| Financial Discovery Group Inc. | 1.67% | — | 2,224 | $713K |
| Harvest Investment Services, LLC | 0.13% | Add +102.8% | 2,200 | $706K |
| Curio Wealth, LLC | 0.24% | Reduce -0.1% | 2,198 | $705K |
| Intrinsic Value Partners, LLC | 0.54% | Reduce -7.5% | 2,197 | $705K |
| DiNuzzo Private Wealth, Inc. | 0.08% | Add +8.0% | 2,187 | $702K |
| Sonoma Private Wealth LLC | 0.86% | No change | 2,187 | $702K |
| Arcataur Capital Management LLC | 0.20% | No change | 2,187 | $702K |
| Prudent Man Investment Management, Inc. | 0.24% | No change | 2,087 | $700K |
| 4J Wealth Management LLC | 0.40% | Add +0.1% | 2,181 | $700K |
| Garden State Investment Advisory Services LLC | 0.17% | Reduce -20.8% | 2,173 | $698K |
| Palumbo Wealth Management LLC | 0.17% | Reduce -1.5% | 2,173 | $697K |
| Northcape Wealth Management, LLC | 0.19% | Add +16.0% | 2,170 | $696K |
| McCarter Private Wealth Services LLC | 0.30% | No change | 2,159 | $693K |
| Hager Investment Management Services, LLC | 0.38% | No change | 2,148 | $689K |
| Cornerstone Planning Group LLC | 0.09% | Add +123.8% | 1,929 | $688K |
| Family Office Research LLC | 0.30% | Add +0.3% | 2,141 | $687K |
| 3 Factor Indexing, LLC | 0.65% | — | 2,140 | $687K |
| Canal Capital Management, LLC | 0.09% | Add +6.3% | 2,138 | $686K |
| Apeiron RIA LLC | 0.16% | Reduce -0.7% | 2,136 | $685K |
| Harbor Advisory Corp. | 0.21% | Reduce -33.8% | 2,135 | $685K |
| Blom & Howell Financial Planning, Inc. | 0.67% | Add +2.0% | 2,131 | $684K |
| Financial Consulate, Inc. | 0.09% | Add +2.9% | 2,126 | $682K |
| Vantage Investment Partners, LLC | 0.05% | No change | 2,126 | $682K |
| Vista Finance, LLC | 0.54% | New | 2,124 | $681K |
| Ariadne Wealth Management, LP | 0.31% | No change | 2,123 | $681K |
| Legacy Capital Group California, Inc. | 0.26% | Reduce -7.8% | 2,122 | $681K |
| Pinnacle Wealth Management Group, Inc. | 0.33% | Reduce -1.2% | 2,122 | $681K |
| S&A Financial Services, Inc. | 0.47% | — | 2,121 | $680K |
| Accelerate Investment Advisors LLC | 0.45% | Reduce -0.5% | 2,120 | $680K |
| Virtue Capital Management, LLC | 0.10% | Reduce -14.5% | 2,181 | $680K |
| Wealth Management Partners, LLC | 0.19% | Add +36.2% | 2,118 | $679K |
| Richardson Financial Services Inc. | 0.42% | Reduce -1.9% | 2,116 | $679K |
| Vestia Personal Wealth Advisors | 0.32% | Add +6.3% | 2,111 | $677K |
| Vantage Point Financial LLC | 0.24% | Add +19.9% | 2,110 | $677K |
| Kanawha Capital Management LLC | 0.05% | Reduce -1.9% | 2,110 | $677K |
| Brown Financial Advisory | 0.33% | Add +4.6% | 2,102 | $674K |
| Painted Porch Advisors LLC | 0.32% | Reduce -90.8% | 2,096 | $672K |
| SOA Wealth Advisors, LLC. | 0.13% | Add +5.7% | 2,094 | $672K |
| Broadleaf Partners, LLC | 0.16% | Add +4.2% | 2,092 | $671K |
| Box Hill Private Wealth LLC | 0.66% | Add +0.3% | 2,092 | $671K |
| Bearing Point Capital, LLC | 0.11% | Add +0.3% | 2,091 | $671K |
| Cordatus Wealth Management LLC | 0.16% | No change | 2,091 | $671K |
| Owl Creek Wealth Partners LLC | 0.24% | — | 2,090 | $671K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.09% | No change | 2,088 | $670K |
| Flagstone Financial Management | 0.17% | No change | 2,088 | $670K |
| Patten & Patten Inc. | 0.04% | Reduce -1.3% | 2,077 | $666K |
| MidFirst Bank | 0.06% | No change | 2,074 | $665K |
| Lauterbach Financial Advisors, LLC | 0.32% | Add +25.2% | 2,073 | $665K |
| Horizon Investment Services, LLC | 0.23% | Add +19.1% | 2,071 | $664K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.14% | No change | 2,065 | $663K |
| Financial Security Advisor, Inc. | 0.12% | Reduce -4.9% | 2,058 | $660K |
| WJ Financial Advisors LLC | 0.53% | Add +58.5% | 2,056 | $660K |
| Ring Mountain Capital, LLC | 0.36% | Add +0.2% | 2,050 | $658K |
| Oxler Private Wealth LLC | 0.21% | No change | 2,049 | $657K |
| Alta Wealth Advisors LLC | 0.21% | Reduce -2.0% | 2,049 | $657K |
| 1ST Source Bank | 0.03% | Add +20.9% | 2,045 | $656K |
| Custos Family Office, LLC | 0.45% | Add +0.3% | 2,042 | $655K |
| Planning Center, Inc. | 0.07% | Add +3.2% | 2,041 | $655K |
| Opus Financial Solutions LLC | 0.62% | Add +4.2% | 2,040 | $654K |
| Weaver Capital Management LLC | 0.14% | No change | 2,038 | $654K |
| Alpha Financial Partners LLC | 0.39% | Reduce -1.2% | 2,037 | $653K |
| Strategic Investment Advisors / MI | 0.04% | New | 2,031 | $652K |
| Childress Capital Advisors, LLC | 0.12% | Add +12.1% | 2,028 | $651K |
| Crabel Capital Management, LLC | 6.00% | New | 2,022 | $649K |
| Cypress Financial Planning LLC | 0.18% | Reduce -13.2% | 2,020 | $648K |
| Retirement Investment Advisors, Inc. | 0.05% | No change | 1,929 | $647K |
| Chicago Wealth Management, Inc. | 0.26% | Add +1.1% | 2,013 | $646K |
| Sara-Bay Financial | 0.19% | Reduce -0.9% | 2,001 | $642K |
| Conquis Financial LLC | 0.53% | Add +7.1% | 1,832 | $641K |
| Salus Financial Advisors, LLC | 0.37% | New | 1,994 | $640K |
| AG Asset Advisory, LLC | 0.53% | No change | 1,993 | $639K |
| Affinity Wealth Management LLC | 0.10% | Reduce -4.7% | 1,990 | $639K |
| Klaas Financial Asset Advisors, LLC | 0.09% | Add +4.0% | 1,986 | $637K |
| Leading Edge Financial Planning LLC | 0.13% | Add +53.2% | 1,984 | $636K |
| Deltec Asset Management LLC | 0.12% | No change | 1,983 | $636K |
| Guardian Partners Inc. | 0.05% | Reduce -23.8% | 1,976 | $636K |
| Legacy Financial Group LLC | 0.08% | No change | 1,977 | $634K |
| Redhawk Wealth Advisors, Inc. | 0.07% | Reduce -14.5% | 1,976 | $634K |
| Mma Asset Management LLC | 0.22% | Reduce -0.8% | 1,974 | $633K |
| William John Sempolinski | 0.32% | No change | 1,969 | $632K |
| IFS Group,LLC | 0.56% | — | 1,967 | $631K |
| Global Trust Asset Management, LLC | 0.24% | No change | 1,966 | $631K |
| WealthCare Investment Partners, LLC | 0.17% | Reduce -3.9% | 1,936 | $630K |
| Range Financial Group LLC | 0.21% | Add +36.0% | 1,962 | $629K |
| Roman Butler Fullerton & Co. | 0.17% | No change | 1,883 | $628K |
| Retirement Solution LLC | 0.15% | Add +28.3% | 1,959 | $628K |
| Longview Financial Advisors LLC | 0.34% | Reduce -4.0% | 1,958 | $628K |
| Windsor Advisory Group, LLC | 0.52% | Add +0.1% | 1,958 | $628K |
| Avos Capital Management, LLC | 0.25% | Reduce -50.6% | 1,957 | $628K |
| Red Crane Wealth Management, LLC | 0.52% | Add +0.1% | 1,957 | $628K |
| Mountain Capital Investment Advisors Inc. | 0.09% | Add +24.0% | 1,780 | $627K |
| Sachetta, LLC | 0.34% | Add +76.1% | 1,951 | $626K |
| Hilltop Partners LLC | 0.16% | Add +0.1% | 1,949 | $625K |
| Mirador Capital Partners LP | 0.09% | Add +1.8% | 1,945 | $624K |
| Transcendent Capital Group LLC | 0.28% | Reduce -6.5% | 1,942 | $623K |
| 17 Capital Partners, LLC | 0.32% | Add +16.6% | 1,941 | $623K |
| Caerus Investment Advisors, LLC | 0.26% | Add +0.1% | 1,940 | $622K |
| Strategic Wealth Partners, Ltd. | 0.04% | Reduce -9.0% | 1,934 | $620K |
| USA Financial Formulas | 0.12% | Reduce -4.8% | 1,931 | $619K |
| New Insight Wealth Advisors | 0.22% | No change | 1,912 | $613K |
| Exit Wealth Advisors, LLC. | 0.32% | New | 1,910 | $613K |
| GGM Financial LLC | 0.28% | Add +0.2% | 1,907 | $612K |
| Aufman Associates Inc | 0.30% | Add +0.2% | 1,907 | $612K |
| CPA Asset Management Group, LLC | 0.20% | No change | 1,904 | $611K |
| Virtus Wealth Solutions LLC | 0.12% | Reduce -0.3% | 1,900 | $610K |
| Mason & Associates, LLC | 0.14% | Add +0.1% | 1,900 | $610K |
| Triangle Securities Wealth Management | 0.14% | Add +43.5% | 1,899 | $609K |
| Estate Planners Group, LLC | 0.29% | Reduce -2.9% | 1,895 | $608K |
| Seelaus Asset Management LLC | 0.44% | Add +0.1% | 1,890 | $606K |
| Apriem Advisors | 0.06% | No change | 1,887 | $605K |
| BridgePort Financial Solutions, LLC | 0.17% | Reduce -17.4% | 1,886 | $605K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.05% | Reduce -10.0% | 1,885 | $605K |
| Condor Capital Management | 0.05% | Reduce -4.5% | 1,884 | $605K |
| Clearwave Capital, LLC | 0.41% | Add +0.3% | 1,884 | $604K |
| Detalus Advisors, LLC | 0.14% | Add +1.9% | 1,883 | $604K |
| TrustWell Financial Advisors, LLC | 0.57% | Reduce -1.6% | 1,882 | $604K |
| Empirical Asset Management, LLC | 0.16% | Reduce -77.1% | 1,881 | $603K |
| Northside Capital Management, LLC | 0.05% | No change | 1,880 | $603K |
| PMG Wealth Management, Inc. | 0.43% | Add +172.7% | 1,876 | $602K |
| Cordgrass Capital Advisors, LLC | 0.14% | Add +11.1% | 1,876 | $602K |
| ZEGA Investments, LLC | 0.11% | Reduce -29.1% | 1,870 | $600K |
| Investment Counsel Co. of Nevada | 1.35% | Add +4.5% | 1,868 | $599K |
| Marks Group Wealth Management, Inc | 0.06% | Add +191.9% | 1,868 | $599K |
| 1832 Asset Management L.P. | 0.00% | No change | 1,868 | $599K |
| Heartwood Wealth Advisors LLC | 0.05% | Add +0.8% | 1,860 | $597K |
| Retirement Financial Solutions, LLC | 0.17% | Add +0.3% | 1,859 | $596K |
| Crane Advisory, LLC | 0.09% | No change | 1,722 | $596K |
| Houlihan Financial Resource Group, Ltd. | 0.23% | No change | 1,856 | $595K |
| Plan A Wealth LLC | 0.29% | Reduce -1.5% | 1,856 | $595K |
| Penobscot Wealth Management | 0.18% | Reduce -9.3% | 1,855 | $595K |
| Geneva Partners, LLC | 0.29% | Reduce -0.1% | 1,851 | $594K |
| Toronto Dominion Bank | 0.00% | Add +64.9% | 1,847 | $593K |
| Significant Wealth Partners LLC | 0.73% | Add +0.7% | 1,846 | $592K |
| Tilson Financial Group, Inc. | 0.18% | No change | 1,845 | $592K |
| Attessa Capital LLC | 0.32% | Reduce -1.3% | 1,838 | $590K |
| Safeguard Investment Advisory Group, LLC | 0.16% | Reduce -3.0% | 1,836 | $589K |
| Pinkerton Wealth, LLC | 0.05% | Add +95.8% | 1,752 | $587K |
| Alaska Wealth Advisors, LLC | 0.07% | Reduce -0.8% | 1,821 | $584K |
| Grantvest Financial Group LLC | 0.38% | Reduce -0.9% | 1,820 | $584K |
| Vectors Research Management, LLC | 0.17% | Reduce -1.1% | 1,816 | $583K |
| Whitcomb & Hess, Inc. | 0.14% | No change | 1,814 | $582K |
| FFG Partners, LLC | 0.23% | No change | 1,813 | $582K |
| Breachway Investments LLC | 0.56% | No change | 1,793 | $580K |
| RB Capital Management, LLC | 0.13% | Add +3.3% | 1,806 | $579K |
| Ballast, Inc. | 0.13% | Reduce -53.4% | 1,805 | $579K |
| Oak Harvest Investment Services | 0.06% | Reduce -7.7% | 1,804 | $579K |
| Marathon Wealth Advisors LLC | 0.24% | Add +16.3% | 1,803 | $578K |
| Serenity Investment Advisors | 0.27% | Add +10.1% | 1,577 | $578K |
| BetterWealth, LLC | 0.11% | New | 1,802 | $578K |
| Red Mountain Financial, LLC | 0.54% | Add +2.6% | 1,800 | $577K |
| Centerpoint Advisors, LLC | 0.19% | No change | 1,800 | $577K |
| IPG Investment Advisors LLC | 0.10% | No change | 1,789 | $574K |
| Vista Investment Partners Ii, LLC | 0.26% | Add +0.7% | 1,784 | $572K |
| Summit Wealth & Retirement Planning, Inc. | 0.14% | Reduce -6.8% | 1,779 | $571K |
| Dougherty & Associates, LLC | 0.52% | Reduce -2.7% | 1,777 | $570K |
| JT Stratford LLC | 0.07% | No change | 1,776 | $570K |
| Coign Capital Advisors LLC | 0.30% | No change | 1,773 | $569K |
| Horizons Wealth Management | 0.38% | No change | 1,772 | $568K |
| Note Advisors, LLC | 0.28% | Add +14.8% | 1,772 | $568K |
| MinichMacGregor Wealth Management, LLC | 0.10% | Reduce -3.1% | 1,763 | $566K |
| Stillwater Capital Advisors, LLC | 0.06% | No change | 1,763 | $566K |
| Yardley Wealth Management LLC | 0.29% | No change | 1,754 | $563K |
| Destiny Wealth Partners, LLC | 0.06% | Add +0.8% | 1,753 | $562K |
| Up Strategic Wealth Investment Advisors LLC | 0.35% | No change | 1,559 | $562K |
| Entrewealth, LLC | 0.25% | No change | 1,750 | $561K |
| Legacy CG, LLC | 0.16% | No change | 1,747 | $560K |
| Keebeck Wealth Management | 0.06% | No change | 1,746 | $560K |
| Field & Main Bank | 0.16% | No change | 1,745 | $560K |
| Catalina Capital Group, LLC | 0.34% | Add +0.1% | 1,744 | $560K |
| Pathfinder Wealth Consulting, Inc. | 0.36% | Reduce -3.8% | 1,744 | $559K |
| Payne Capital Management, LLC | 0.17% | Reduce -0.3% | 1,740 | $558K |
| Financial Guidance Group, Inc. | 0.22% | No change | 1,734 | $556K |
| Legacy Capital Wealth Management, LLC | 0.33% | Reduce -5.5% | 1,733 | $556K |
| Aspetuck Financial Management LLC | 0.38% | No change | 1,731 | $555K |
| Wayfinding Financial, LLC | 0.24% | Add +0.5% | 1,727 | $554K |
| Legacy Wealth Partners, LLC | 0.14% | Reduce -12.7% | 1,725 | $554K |
| Cannon Wealth Management Services, LLC | 0.37% | Reduce -1.9% | 1,719 | $552K |
| Drake & Associates, LLC | 0.11% | Reduce -15.5% | 1,719 | $552K |
| Investment Partners, LTD. | 0.20% | New | 1,719 | $551K |
| Capital Investment Counsel, Inc | 0.07% | No change | 1,718 | $551K |
| Private Client Services, LLC | 0.16% | Add +1.5% | 1,717 | $551K |
| One Wealth Advisors, LLC | 0.07% | Add +20.3% | 1,716 | $550K |
| Jackson Square Capital, LLC | 0.12% | Add +5.5% | 1,710 | $549K |
| Firethorn Wealth Partners, LLC | 0.20% | Add +0.1% | 1,708 | $548K |
| Steffes Financial, Ltd. | 0.29% | Add +0.1% | 1,703 | $546K |
| Fiduciary Financial Advisors | 0.49% | — | 1,700 | $545K |
| Maple Capital Management, Inc. | 0.04% | Reduce -8.9% | 1,698 | $545K |
| Laurel Wealth Advisors LLC | 0.05% | Reduce -48.5% | 1,498 | $544K |
| Hansen & Associates Financial Group, Inc. | 0.29% | Reduce -62.6% | 1,671 | $541K |
| Johnson & White Wealth Management, LLC | 0.23% | Reduce -1.3% | 1,678 | $538K |
| Alliance Wealth Management Group | 0.12% | Reduce -3.7% | 1,673 | $537K |
| Towercrest Capital Management | 0.08% | Reduce -3.7% | 1,673 | $537K |
| Canandaigua National Corp. | 0.05% | — | 1,672 | $536K |
| Moller Wealth Partners | 0.11% | Add +76.5% | 1,671 | $536K |
| Retirement Systems of Alabama | 0.00% | No change | 1,670 | $536K |
| Alpha Wealth Funds, LLC | 0.38% | Add +0.3% | 3,429 | $536K |
| Bar Harbor Wealth Management | 0.03% | Reduce -7.1% | 1,668 | $535K |
| Retirement Guys Formula LLC | 0.25% | Add +3.7% | 1,666 | $534K |
| FORM Wealth Advisors, LLC | 0.06% | No change | 1,665 | $534K |
| First County Bank | 0.29% | Reduce -25.1% | 1,661 | $533K |
| SWAN Capital LLC | 0.20% | No change | 1,661 | $533K |
| Sincerus Advisory, LLC | 0.40% | Reduce -0.7% | 1,661 | $533K |
| First Financial Bankshares Inc | 0.01% | No change | 1,660 | $533K |
| Integrated Capital Management, Inc. | 0.35% | Add +1.5% | 1,658 | $532K |
| Evolution Wealth Management Inc. | 0.39% | Add +21.5% | 1,657 | $532K |
| Arthur M. Cohen & Associates, LLC | 0.09% | Add +0.3% | 1,641 | $530K |
| Lyell Wealth Management, LP | 0.04% | No change | 1,652 | $530K |
| Hibernia Wealth Partners, LLC | 0.16% | Reduce -0.7% | 1,652 | $530K |
| Eagle Wealth Advisors LLC | 0.49% | No change | 1,650 | $529K |
| Waddell & Associates, LLC | 0.03% | No change | 1,648 | $529K |
| Abbot Financial Management, Inc. | 0.22% | No change | 1,648 | $529K |
| Integrated Investment Consultants, LLC | 0.11% | Add +0.5% | 1,648 | $529K |
| Warren Street Wealth Advisors, LLC | 0.13% | Add +3.8% | 1,644 | $527K |
| Mezzasalma Advisors, LLC | 0.13% | No change | 1,643 | $527K |
| Buska Wealth Management, LLC | 0.21% | No change | 1,642 | $527K |
| Strata Wealth Advisors, LLC | 0.14% | Reduce -5.7% | 1,641 | $526K |
| Carrera Capital Advisors | 0.08% | New | 1,637 | $525K |
| BCU Wealth Advisors, LLC | 0.20% | No change | 1,634 | $524K |
| Fusion Capital, LLC | 0.14% | Reduce -3.7% | 1,632 | $524K |
| Kingstone Capital Partners Texas, LLC | 0.32% | Add +0.3% | 1,629 | $523K |
| Shum Financial Group, Inc. | 0.37% | No change | 1,626 | $522K |
| Melone Private Wealth, LLC | 0.21% | Reduce -3.6% | 1,625 | $521K |
| Fielder Capital Group LLC | 0.11% | Add +4.0% | 1,619 | $519K |
| BankPlus Trust Department | 0.14% | Add +20.0% | 1,616 | $518K |
| Chesapeake Asset Management LLC | 0.42% | Add +3.9% | 1,616 | $518K |
| Tulsa Wealth Advisors, INC | 0.09% | New | 1,615 | $518K |
| DB&C Advisors, LLC | 0.67% | Reduce -0.3% | 1,614 | $518K |
| Global Strategic Investment Solutions, LLC | 0.05% | No change | 1,613 | $518K |
| CoreFirst Bank & Trust | 0.27% | Reduce -6.9% | 1,613 | $517K |
| Livet Wealth, LLC | 0.33% | No change | 1,607 | $515K |
| Banta Asset Management LP | 0.52% | Add +7.7% | 1,605 | $515K |
| Meramec Financial Planners, LLC | 0.20% | Reduce -1.5% | 1,469 | $514K |
| Cravens & Co Advisors, LLC | 0.33% | New | 1,601 | $514K |
| Opus Capital Group, LLC | 0.06% | Add +0.1% | 1,598 | $513K |
| Novare Capital Management LLC | 0.04% | Reduce -20.4% | 1,599 | $513K |
| Financial Partners Group, Inc | 0.06% | Reduce -9.1% | 1,595 | $512K |
| Indie Asset Partners, LLC | 0.58% | Reduce -5.0% | 1,595 | $512K |
| Fiduciary Wealth Partners, LLC | 0.33% | Reduce -36.1% | 1,594 | $512K |
| Great Waters Wealth Management | 0.05% | Reduce -4.9% | 1,591 | $511K |
| Factor Wealth Management LTD | 0.10% | No change | 1,586 | $509K |
| Figure 8 Investment Strategies LLC | 0.50% | Reduce -10.2% | 1,583 | $508K |
| Mechanics Bank Trust Department | 0.07% | Reduce -8.5% | 1,580 | $507K |
| Trust Co. of Oklahoma | 0.15% | Reduce -4.3% | 1,577 | $506K |
| Riverbend Wealth Management, LLC | 0.31% | Add +15.2% | 1,573 | $505K |
| Hartmann Taylor Wealth Management, LLC | 0.33% | Add +9.3% | 1,570 | $504K |
| Safe Harbor Fiduciary, LLC | 0.48% | Reduce -7.9% | 1,570 | $504K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 1,565 | $503K |
| Beacon Financial Advisory LLC | 0.11% | Reduce -1.9% | 1,564 | $502K |
| Register Financial Advisors LLC | 0.19% | Add +3.0% | 1,561 | $501K |
| JCP Investment Management, LLC | 0.33% | New | 1,560 | $500K |
| Paradigm Capital Management, LLC | 0.46% | Reduce -10.9% | 1,559 | $500K |
| Tucker Asset Management LLC | 0.15% | Reduce -55.4% | 1,558 | $500K |
| Advisor Resource Council | 0.20% | Add +36.7% | 1,558 | $500K |
| Cardinal Strategic Wealth Guidance | 0.13% | Add +0.3% | 1,557 | $500K |
| Fagan Associates, Inc. | 0.07% | No change | 1,556 | $499K |
| Fortis Advisors, LLC | 0.25% | Reduce -84.3% | 1,555 | $499K |
| Amplius Wealth Advisors, LLC | 0.04% | Add +21.3% | 1,553 | $498K |
| Tribridge Partners Financial LLC | 0.21% | Add +24.5% | 1,538 | $498K |
| Larch Capital Partners LLC | 0.07% | New | 1,552 | $498K |
| Zullo Investment Group, Inc. | 0.19% | No change | 1,551 | $498K |
| Shearwater Capital LLC | 0.26% | Add +107.5% | 1,550 | $497K |
| J.E. Simmons & Co., P.C. | 0.33% | Reduce -0.6% | 1,549 | $497K |
| Mairs & Power Inc. | 0.01% | Add +19.5% | 1,546 | $496K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.15% | Reduce -26.3% | 1,545 | $496K |
| Paragon Financial Partners, Inc. | 0.28% | Add +0.2% | 1,441 | $494K |
| Taylor Hoffman Capital Management LLC | 0.15% | Reduce -22.8% | 1,538 | $493K |
| Austin Asset Management Co Inc | 0.08% | Add +128.0% | 1,537 | $493K |
| Darwin Wealth Management, LLC | 0.15% | No change | 1,535 | $493K |
| MKT Advisors LLC | 0.17% | Reduce -33.6% | 1,512 | $492K |
| Sanchez Levi Garrett | 0.31% | — | 1,527 | $490K |
| Advisory Resource Group | 0.08% | Add +4.8% | 1,526 | $489K |
| Atwood & Palmer Inc. | 0.03% | Reduce -26.2% | 1,524 | $489K |
| EnRich Financial Partners LLC | 0.13% | Add +0.1% | 1,524 | $489K |
| Guilbault Capital LLC | 0.53% | Reduce -2.3% | 1,515 | $486K |
| Belvedere Trading LLC | 0.06% | New | 1,511 | $485K |
| Chapman Financial Group, LLC | 0.35% | No change | 1,509 | $484K |
| Charter Research & Investment Group, Inc. | 0.32% | No change | 1,509 | $484K |
| Urban Wealth Management, LLC | 0.50% | Reduce -64.3% | 1,507 | $484K |
| Westover Capital Advisors, LLC | 0.09% | Reduce -3.9% | 1,506 | $483K |
| Innovative Asset Advisors Group, LLC | 0.28% | — | 1,503 | $482K |
| Collective Family Office LLC | 0.11% | No change | 1,500 | $481K |
| Delta Capital Management LLC | 0.27% | No change | 1,500 | $481K |
| Leeward Financial Partners, LLC | 0.14% | No change | 1,499 | $481K |
| Pacific Sage Partners, LLC | 0.08% | Add +10.3% | 1,495 | $480K |
| Great Lakes Advisors, LLC | 0.00% | Add +4.3% | 1,494 | $479K |
| Elser Financial Planning, Inc | 0.02% | Add +2.0% | 1,489 | $478K |
| Paragon Capital Management Ltd | 0.10% | Add +2.8% | 1,488 | $477K |
| M. Kraus & Co | 0.14% | Add +2.2% | 1,487 | $477K |
| Ervin Investment Management, LLC | 0.28% | Reduce -6.3% | 1,486 | $477K |
| North Point Portfolio Managers Corp. | 0.08% | Add +6.1% | 1,485 | $476K |
| Taylor & Morgan Wealth Management, LLC | 0.27% | No change | 1,484 | $476K |
| Aviso Wealth Management | 0.21% | Add +5.3% | 1,482 | $476K |
| Vigilare Wealth Management | 0.16% | Add +17.3% | 1,482 | $475K |
| Herold Advisors, Inc. | 0.10% | Reduce -3.3% | 1,481 | $475K |
| Sanchez Gaunt Capital Management, LLC | 0.30% | — | 1,479 | $474K |
| Integrated Wealth Management | 0.54% | Reduce -19.2% | 1,475 | $473K |
| One Wealth Map LLC | 0.23% | Reduce -40.0% | 1,327 | $471K |
| Norden Group LLC | 0.05% | Reduce -16.3% | 1,469 | $471K |
| Blue Fin Capital, Inc. | 0.08% | Reduce -0.2% | 1,467 | $471K |
| Brewster Financial Planning LLC | 0.28% | Reduce -0.9% | 1,467 | $471K |
| Unified Investment Management | 0.48% | Add +7.6% | 1,464 | $470K |
| Wealthgarden F.S. LLC | 0.32% | Reduce -8.2% | 1,462 | $469K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.05% | Reduce -3.8% | 1,462 | $469K |
| Saiph Capital, LLC | 0.18% | New | 1,460 | $468K |
| Financially in Tune, LLC | 0.40% | Reduce -1.1% | 1,459 | $468K |
| Lynch & Associates | 0.09% | Add +1.4% | 1,459 | $468K |
| Optivise Advisory Services LLC | 0.28% | No change | 1,454 | $467K |
| Sensenig Capital Advisors, Inc | 0.48% | Reduce -5.0% | 1,449 | $465K |
| Bay Capital Advisors, LLC | 0.29% | Reduce -50.0% | 1,449 | $465K |
| Strategic Wealth Investment Group, LLC | 0.06% | Reduce -7.7% | 1,446 | $464K |
| Comprehensive Financial Planning, Inc. | 0.32% | Add +0.2% | 1,444 | $463K |
| Summit Portfolio Management, LTD. | 0.30% | — | 1,444 | $463K |
| Opes Wealth Management LLC | 0.08% | Add +25.6% | 1,443 | $463K |
| Baldwin Wealth Partners LLC | 0.03% | Reduce -27.4% | 1,440 | $462K |
| Redwood Family Wealth LLC | 0.45% | Add +2.1% | 1,439 | $462K |
| Krane Financial Solutions LLC | 0.31% | — | 1,439 | $462K |
| Grange Capital, LLC | 0.46% | Reduce -2.0% | 1,438 | $461K |
| Navalign, LLC | 0.12% | Add +1.0% | 1,437 | $461K |
| Natural Investments, LLC | 0.11% | Reduce -11.2% | 1,440 | $461K |
| Joule Financial, LLC | 0.13% | Reduce -1.0% | 1,436 | $461K |
| Lynx Investment Advisory | 0.22% | New | 1,433 | $460K |
| Trillium Asset Management, LLC | 0.02% | No change | 1,428 | $458K |
| E&G Advisors, LLC | 0.10% | Add +74.7% | 1,427 | $458K |
| Schrum Private Wealth Management LLC | 0.35% | Add +49.5% | 1,417 | $455K |
| Holderness Investments Co. | 0.09% | Reduce -5.4% | 1,413 | $453K |
| Trailhead Planners LLC | 0.43% | No change | 1,412 | $453K |
| Outbound Financial Inc | 0.34% | No change | 1,402 | $450K |
| Stonebrook Private Inc. | 0.10% | Reduce -1.1% | 1,402 | $450K |
| Greykasell Wealth Strategies, Inc. | 0.18% | Reduce -6.9% | 1,397 | $448K |
| Seek First Inc. | 0.32% | Add +0.3% | 1,395 | $448K |
| apricus wealth, LLC | 0.22% | Reduce -9.1% | 1,395 | $447K |
| Catalyst Investment Management LLC | 0.50% | Reduce -15.6% | 1,276 | $447K |
| Financial Sense Advisors, Inc. | 0.10% | Add +0.4% | 1,393 | $447K |
| Quattro Advisors LLC | 0.39% | Add +0.3% | 1,390 | $446K |
| Woodley Farra Manion Portfolio Management Inc. | 0.02% | Reduce -0.1% | 1,389 | $446K |
| Conservest Capital Advisors, Inc. | 0.04% | No change | 1,387 | $445K |
| Trust Co. of Toledo NA | 0.04% | Add +0.7% | 1,383 | $444K |
| Parcion Private Wealth LLC | 0.03% | New | 1,383 | $444K |
| Adelphi Trust Co | 0.36% | No change | 1,379 | $442K |
| Arrow Financial Corp | 0.04% | No change | 1,378 | $442K |
| Jefferies Financial Group Inc. | 0.01% | Add +0.3% | 1,375 | $441K |
| Stablepoint Partners, LLC | 0.07% | Reduce -8.3% | 1,375 | $441K |
| Blue Chip Partners, LLC | 0.03% | Add +69.8% | 1,374 | $441K |
| W Advisors, LLC | 0.23% | Reduce -0.9% | 1,373 | $440K |
| Costello Asset Management, INC | 0.15% | Add +0.1% | 1,369 | $439K |
| Bluesphere Advisors LLC | 0.16% | New | 1,367 | $439K |
| GEM Asset Management, LLC | 0.19% | Add +0.1% | 1,361 | $437K |
| Strategic Planning, Inc. | 0.22% | Add +0.3% | 1,360 | $436K |
| Mosaic Advisors LLC | 0.65% | New | 1,238 | $436K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.14% | Reduce -3.7% | 1,356 | $435K |
| Private Capital Management, LLC | 0.04% | Reduce -12.7% | 1,356 | $435K |
| GoalFusion Wealth Management, LLC | 0.20% | No change | 1,355 | $435K |
| Gray Private Wealth, LLC | 0.22% | New | 1,354 | $434K |
| John G Ullman & Associates Inc. | 0.06% | No change | 1,354 | $434K |
| TrueWealth Advisors, LLC | 0.11% | Add +0.1% | 1,353 | $434K |
| Allstreet Capital Advisors LLC | 0.32% | Reduce -3.5% | 1,349 | $433K |
| Vermillion & White Wealth Management Group, LLC | 0.25% | Reduce -0.1% | 1,346 | $432K |
| Aull & Monroe Investment Management Corp | 0.20% | No change | 1,345 | $431K |
| John W. Brooker & Co., CPAs | 0.68% | No change | 1,345 | $431K |
| Clearstead Trust, LLC | 0.07% | Reduce -82.3% | 1,344 | $431K |
| Burton Enright Welch | 0.06% | No change | 1,342 | $431K |
| Kellett Wealth Advisors, LLC | 0.23% | No change | 1,339 | $430K |
| Pillar Financial Advisors, LLC | 0.25% | Reduce -6.2% | 1,339 | $430K |
| Interactive Financial Advisors, Inc. | 0.28% | New | 11,005 | $428K |
| NFSG Corp | 0.07% | Add +106.0% | 1,335 | $428K |
| ZWJ Investment Counsel Inc. | 0.02% | Add +43.6% | 1,334 | $428K |
| Prostatis Group LLC | 0.11% | Reduce -40.2% | 1,332 | $427K |
| Invariant Investment Management | 0.26% | Add +0.3% | 1,272 | $427K |
| Sachem Hill LLC | 0.08% | No change | 1,329 | $426K |
| Guardian Capital, LLC | 0.41% | Add +9.6% | 1,320 | $424K |
| Signature Resources Capital Management, LLC | 0.20% | Add +85.0% | 1,319 | $423K |
| Darrow Company, Inc. | 0.19% | No change | 1,314 | $422K |
| Great Oak Capital Partners, LLC | 0.10% | Add +21.0% | 1,262 | $421K |
| Ritter Daniher Financial Advisory LLC / DE | 0.07% | Add +0.2% | 1,311 | $421K |
| Earnest Partners LLC | 0.00% | Reduce -76.0% | 1,311 | $421K |
| Layline Advisors, LLC | 0.47% | — | 1,305 | $419K |
| Ellis Investment Partners, LLC | 0.07% | Add +0.5% | 1,304 | $418K |
| Taylor Securities Services, Inc. | 0.20% | Add +55.9% | 1,303 | $418K |
| Orin Green Financial, LLC | 0.17% | Add +21.1% | 1,302 | $418K |
| Cranbrook Wealth Management, LLC | 0.08% | Add +6.0% | 1,299 | $417K |
| Boyer Financial Services, Inc. | 0.44% | Reduce -2.2% | 1,298 | $416K |
| Bell Investment Advisors, Inc | 0.07% | Reduce -0.4% | 1,296 | $416K |
| Schiavi & Co LLC | 0.12% | Reduce -3.1% | 1,295 | $415K |
| Willis Investment Counsel | 0.02% | No change | 1,293 | $415K |
| LCNB Corp. | 0.14% | No change | 1,293 | $415K |
| Fulcrum Capital LLC | 0.09% | No change | 1,291 | $414K |
| Newman Dignan & Sheerar, Inc. | 0.09% | Reduce -4.7% | 1,290 | $414K |
| BXM Wealth LLC | 0.32% | New | 1,290 | $414K |
| Main Street Research LLC | 0.02% | Reduce -16.2% | 1,289 | $414K |
| TrueWealth Financial Partners | 0.16% | Add +98.8% | 1,288 | $413K |
| Green Ridge Wealth Planning LLC | 0.22% | Reduce -11.5% | 1,286 | $413K |
| PlanVest Financial, Inc | 0.31% | — | 1,284 | $412K |
| Waterfront Wealth Inc. | 0.08% | Reduce -1.9% | 1,283 | $412K |
| Cowa, LLC | 0.12% | Add +0.1% | 1,282 | $412K |
| Paul R. Ried Financial Group, LLC | 0.19% | New | 1,281 | $411K |
| Signet Investment Advisory Group, Inc. | 0.19% | Reduce -13.5% | 1,280 | $411K |
| Oxinas Partners, LLC | 0.19% | Add +44.3% | 1,280 | $411K |
| HighRoad Wealth Advisors, LLC | 0.40% | No change | 1,279 | $410K |
| Barnes Pettey Financial Advisors, LLC | 0.18% | Add +36.1% | 1,279 | $410K |
| Axis Wealth Partners, LLC | 0.22% | Reduce -6.1% | 1,277 | $410K |
| Demars Financial Group, LLC | 0.13% | Add +31.9% | 1,274 | $409K |
| Peoples Bank | 0.25% | No change | 1,273 | $408K |
| Capital Investment Services of America, Inc. | 0.04% | No change | 1,270 | $407K |
| William Howard & Co Financial Advisors Inc | 0.35% | Add +4.9% | 1,262 | $405K |
| Synergy Financial Group, LTD | 0.30% | Reduce -8.6% | 1,261 | $404K |
| Evelyn Partners Investment Management LLP | 0.01% | Add +49.1% | 1,260 | $404K |
| Marshall Financial Group, LLC | 0.06% | Reduce -6.5% | 1,259 | $404K |
| 25 LLC | 0.12% | Add +5.5% | 1,258 | $404K |
| Encompass Wealth Advisors, LLC | 0.14% | Reduce -27.9% | 1,257 | $403K |
| M Wealth Management, LLC | 0.34% | Add +0.3% | 1,255 | $403K |
| Integrity Investment Advisors, LLC | 0.22% | Reduce -1.2% | 1,253 | $402K |
| Dana Investment Advisors, Inc. | 0.01% | Reduce -2.9% | 1,253 | $402K |
| InTrack Investment Management Inc | 0.23% | No change | 1,250 | $401K |
| Mark Sheptoff Financial Planning, LLC | 0.21% | Add +0.1% | 1,123 | $401K |
| Sage Capital Management, LLC | 0.19% | Add +0.2% | 1,248 | $401K |
| Syntax Research, Inc. | 0.25% | Add +0.3% | 1,249 | $401K |
| DHJJ Financial Advisors, Ltd. | 0.13% | Add +59.4% | 1,248 | $400K |
| Edge Wealth Management LLC | 0.07% | Add +30.8% | 1,246 | $400K |
| Rockland Trust Co. | 0.02% | No change | 1,244 | $399K |
| LCW Services, LLC | 0.20% | Add +47.5% | 1,243 | $399K |
| Richardson Capital Management LLC | 0.19% | Add +0.2% | 1,242 | $399K |
| Meeder Advisory Services, Inc. | 0.02% | Reduce -22.9% | 1,242 | $398K |
| Poehling Capital Management, INC. | 0.08% | Reduce -73.9% | 1,241 | $398K |
| Roth Financial Partners LLC | 0.14% | Reduce -7.3% | 1,237 | $397K |
| First Merchants Corp. | 0.02% | Add +45.7% | 1,237 | $397K |
| North Capital, Inc. | 0.34% | Add +0.3% | 1,236 | $397K |
| Kessler Investment Group, LLC | 0.19% | Reduce -6.2% | 1,233 | $396K |
| Ryan Investment Management, Inc. | 0.22% | Reduce -42.4% | 1,232 | $395K |
| Cooper/Haims Advisors, LLC | 0.19% | No change | 1,227 | $394K |
| Midwest Capital Advisors, LLC | 0.18% | No change | 1,227 | $394K |
| Diversified Investment Strategies, LLC | 0.25% | No change | 1,220 | $391K |
| Xcelsior Advisor Partners LLC | 0.15% | Add +11.8% | 1,218 | $391K |
| MOKAN Wealth Management Inc. | 0.17% | Add +1.3% | 1,214 | $389K |
| AAF Wealth Management, LLC | 0.16% | Reduce -3.6% | 1,207 | $387K |
| Essex Investment Management Co. LLC | 0.06% | No change | 1,206 | $387K |
| Integrity Advisory Solutions, LLC | 0.05% | Reduce -11.7% | 1,203 | $386K |
| Red Tortoise LLC | 0.16% | Add +0.3% | 1,199 | $385K |
| Artesa Financial Group, LLC | 0.37% | Reduce -29.1% | 1,198 | $384K |
| Global Wealth Strategies & Associates | 0.09% | Reduce -5.4% | 1,197 | $384K |
| Advisortrust Partners, LLC | 0.16% | No change | 1,184 | $380K |
| Three Bridge Wealth Advisors, LLC | 0.10% | No change | 1,177 | $378K |
| Cedarwood Wealth LLC | 0.38% | Add +0.1% | 1,176 | $377K |
| PFC Capital Group, Inc. | 0.17% | Reduce -2.8% | 1,177 | $377K |
| Gould Asset Management LLC | 0.07% | No change | 1,175 | $377K |
| Goodman Financial Corp | 0.06% | Add +0.2% | 1,170 | $375K |
| Ruedi Wealth Management, Inc. | 0.10% | Add +4.3% | 1,168 | $375K |
| Cambridge Capital Management, LLC | 0.16% | Add +0.3% | 1,167 | $374K |
| Global Assets Advisory, LLC | 0.11% | Reduce -68.4% | 2,827 | $374K |
| Hara Capital LLC | 0.19% | New | 1,165 | $374K |
| RKL Wealth Management LLC | 0.03% | Add +4.0% | 1,164 | $373K |
| Red Spruce Capital, LLC | 0.15% | Add +38.2% | 1,164 | $373K |
| Silvia McColl Wealth Management, LLC | 0.25% | No change | 1,162 | $373K |
| Tectonic Advisors LLC | 0.02% | Reduce -44.2% | 1,161 | $372K |
| Epiq Partners, LLC | 0.18% | No change | 1,161 | $372K |
| Okabena Investment Services Inc. | 0.07% | Reduce -7.9% | 1,161 | $372K |
| Bauman Advisory Group, LLC | 0.26% | Reduce -1.3% | 1,158 | $372K |
| Ehrenkranz Partners L.P. | 0.29% | Reduce -11.3% | 1,156 | $371K |
| Purus Wealth Management, LLC | 0.12% | Reduce -32.8% | 1,156 | $371K |
| Vance Wealth, LLC | 0.11% | Add +2.2% | 1,156 | $371K |
| Bensler, LLC | 0.04% | Reduce -3.1% | 1,152 | $370K |
| Alteri Wealth LLC | 0.12% | Add +1.6% | 1,150 | $369K |
| Ethic Inc. | 0.01% | Reduce -15.8% | 1,150 | $369K |
| Gen-Wealth Partners Inc | 0.12% | Reduce -0.0% | 281,762 | $368K |
| Elevate Wealth Advisory, Inc. | 0.23% | Reduce -55.4% | 1,146 | $368K |
| Buck Wealth Strategies, LLC | 0.05% | Reduce -7.7% | 1,146 | $368K |
| Potentia Wealth | 0.14% | Add +4.8% | 1,145 | $367K |
| Valpey Financial Services, LLC | 0.24% | Reduce -45.6% | 1,142 | $366K |
| Castle Rock Wealth Management, LLC | 0.08% | Reduce -0.4% | 1,131 | $366K |
| Spectrum Investment Advisors, Inc. | 0.18% | New | 1,141 | $366K |
| Villere St Denis J & Co. LLC | 0.04% | No change | 1,141 | $366K |
| Vistica Wealth Advisors, LLC | 0.36% | Reduce -3.6% | 1,140 | $366K |
| Collier Financial | 0.28% | Reduce -1.5% | 1,140 | $366K |
| Walker Asset Management, LLC | 0.20% | No change | 1,138 | $365K |
| Williams & Novak, LLC | 0.27% | Reduce -46.9% | 1,128 | $365K |
| Retiremitten Financial LLC | 0.18% | — | 1,136 | $364K |
| Wolff Financial Management LLC | 0.08% | Reduce -4.9% | 1,134 | $364K |
| Hamilton Capital, LLC | 0.02% | Reduce -23.7% | 1,134 | $364K |
| Johns Hopkins University | 0.03% | Reduce -13.5% | 1,133 | $363K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -0.1% | 1,133 | $363K |
| Burk Holdings LLC | 0.16% | Reduce -39.1% | 1,132 | $363K |
| Patrick M Sweeney & Associates, Inc. | 0.23% | No change | 1,130 | $363K |
| Kapstone Financial Advisors LLC | 0.18% | Add +5.1% | 1,129 | $362K |
| Nvest Financial, LLC | 0.13% | Add +0.4% | 1,127 | $361K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +73.6% | 1,123 | $360K |
| Andina Capital Management, LLC | 0.32% | Reduce -51.3% | 1,122 | $360K |
| Wealth Science Advisors LLC | 0.20% | No change | 1,073 | $360K |
| Ark Wealth Advisors LLC | 0.36% | Reduce -53.2% | 1,118 | $359K |
| McGrath & Associates, Inc. | 0.53% | Add +7.6% | 1,116 | $358K |
| Compton Financial Group, LLC | 0.08% | Reduce -4.7% | 1,112 | $357K |
| Client 1ST Advisory Group, LLC | 0.11% | New | 1,110 | $356K |
| Strait & Sound Wealth Management LLC | 0.14% | Reduce -1.3% | 1,109 | $356K |
| Bond & Devick Financial Network, Inc. | 0.10% | No change | 1,107 | $355K |
| Northwest Financial Advisors | 0.68% | Add +3.1% | 1,105 | $354K |
| Independent Wealth Advisors LLC | 0.35% | Add +6.4% | 1,104 | $354K |
| Physician Wealth Advisors, Inc. | 0.05% | Add +1.1% | 1,104 | $354K |
| Rollins Financial Advisors, LLC | 0.06% | No change | 1,102 | $354K |
| Prestige Wealth Management Group LLC | 0.07% | Add +1.0% | 1,101 | $353K |
| Phillips Wealth Planners LLC | 0.27% | New | 971 | $353K |
| Clientfirst Wealth Management, LLC | 0.30% | No change | 1,100 | $353K |
| Sollinda Capital Management LLC | 0.09% | Reduce -16.4% | 1,098 | $352K |
| Premier Path Wealth Partners, LLC | 0.05% | No change | 1,095 | $351K |
| Flaharty Asset Management, LLC | 0.04% | No change | 1,094 | $351K |
| Smith Partners Wealth Management, LLC | 0.31% | No change | 1,092 | $350K |
| Riverwater Partners LLC | 0.12% | No change | 1,092 | $350K |
| Wheelhouse Advisory Group LLC | 0.12% | Add +4.3% | 1,091 | $350K |
| Chaney Capital Management, Inc. | 0.12% | No change | 1,090 | $350K |
| Charter Capital Management, LLC\DE | 0.17% | No change | 1,089 | $349K |
| Fort Washington Investment Advisors Inc. | 0.00% | Add +0.4% | 1,089 | $349K |
| Souders Financial Advisors | 0.04% | Add +6.4% | 1,087 | $349K |
| Saxony Capital Management, LLC | 0.20% | No change | 1,087 | $349K |
| Forte Asset Management LLC | 0.15% | No change | 1,080 | $346K |
| Cannon Advisors, Inc. | 0.26% | Add +18.2% | 1,077 | $346K |
| Cohen Investment Advisors LLC | 0.16% | Add +7.2% | 1,075 | $345K |
| High Point Wealth Management, LLC | 0.34% | Add +0.3% | 1,073 | $344K |
| Schnieders Capital Management, Llc. | 0.06% | No change | 1,073 | $344K |
| Teamwork Financial Advisors, LLC | 0.04% | Add +66.4% | 1,070 | $343K |
| Strategy Asset Managers LLC | 0.06% | Add +11.8% | 1,070 | $343K |
| Dominguez Wealth Management Solutions, Inc. | 0.21% | No change | 1,069 | $343K |
| Gainplan LLC | 0.26% | No change | 1,069 | $343K |
| Private Management Group Inc. | 0.01% | No change | 1,063 | $341K |
| Rise Advisors, LLC | 0.12% | Add +56.9% | 1,054 | $341K |
| McCollum Christoferson Group LLC | 0.10% | Reduce -22.0% | 1,061 | $340K |
| ProVise Management Group, LLC | 0.02% | Reduce -1.6% | 1,060 | $340K |
| J. Team Financial, Inc. | 0.38% | Reduce -11.4% | 1,057 | $339K |
| American State Bank (Iowa) | 0.16% | Reduce -3.6% | 1,057 | $339K |
| Capital Squared Financial LLC | 0.26% | Reduce -3.8% | 1,053 | $338K |
| Walker Financial Services, Inc. | 0.12% | Add +0.1% | 1,051 | $337K |
| SPG Advisors LLC | 5.13% | Reduce -6.1% | 1,049 | $337K |
| Accredited Investor Services, LLC | 0.22% | New | 1,049 | $337K |
| TSG Advice Partners, LLC | 0.05% | Reduce -0.1% | 1,048 | $336K |
| Carret Asset Management, LLC | 0.03% | Add +0.1% | 1,046 | $335K |
| Vines Capital Management, LLC | 0.33% | Reduce -8.8% | 1,043 | $335K |
| Robinson Smith Wealth Advisors LLC | 0.23% | Reduce -1.5% | 1,043 | $335K |
| Occidental Asset Management, LLC | 0.04% | Add +0.7% | 1,043 | $335K |
| Awm Capital, LLC | 0.03% | Reduce -2.9% | 1,042 | $334K |
| Voisard Asset Management Group, Inc. | 0.07% | Reduce -0.3% | 1,042 | $334K |
| Core Wealth Partners LLC | 0.16% | Reduce -0.5% | 1,042 | $334K |
| Paces Ferry Wealth Advisors, LLC | 0.14% | Reduce -2.5% | 1,041 | $334K |
| Invera Wealth Advisors, LLC | 0.21% | No change | 1,040 | $334K |
| Tepp RIA, LLC | 0.26% | Reduce -3.3% | 1,035 | $332K |
| Spectrum Planning & Advisory Services Inc. | 0.16% | Add +0.3% | 1,032 | $331K |
| FSB Premier Wealth Management, Inc. | 0.10% | No change | 1,029 | $330K |
| Cadence Wealth Management LLC | 0.14% | Reduce -9.7% | 1,029 | $330K |
| Formulate Financial LLC | 0.41% | New | 1,027 | $329K |
| Element Pointe Advisors, LLC | 0.06% | Reduce -31.1% | 1,025 | $329K |
| M. Kulyk & Associates, LLC | 0.06% | Reduce -13.8% | 1,024 | $328K |
| Central Bank & Trust Co. | 0.05% | New | 1,020 | $327K |
| Milestone Asset Management, LLC | 0.06% | Add +32.6% | 1,013 | $325K |
| Hobart Private Capital, LLC | 0.06% | No change | 1,013 | $325K |
| Woodstock Corp. | 0.03% | Reduce -7.1% | 1,012 | $325K |
| Wernau Asset Management Inc. | 0.34% | Add +0.2% | 1,011 | $324K |
| Tranquility Partners, LLC | 0.12% | No change | 1,010 | $324K |
| Paragon Advisors, LLC | 0.09% | Add +7.5% | 1,008 | $323K |
| Godshalk Welsh Capital Management, Inc. | 0.19% | No change | 1,006 | $323K |
| Sugar Maple Asset Management, LLC | 0.20% | No change | 1,005 | $322K |
| New Wave Wealth Advisors LLC | 0.11% | Add +23.7% | 1,001 | $321K |
| WMS Group LLC | 0.47% | No change | 1,000 | $321K |
| Anchyra Partners LLC | 0.10% | Add +45.4% | 1,000 | $321K |
| JBF Capital, Inc. | 0.05% | No change | 1,000 | $321K |
| JSF Financial, LLC | 0.06% | Add +0.2% | 1,000 | $321K |
| Kennedy Investment Group, Inc. | 0.13% | Reduce -0.3% | 1,000 | $321K |
| DDFG, Inc | 0.07% | Add +0.3% | 999 | $321K |
| Addison Capital Co | 0.06% | New | 997 | $320K |
| Northstar Asset Management Inc. | 0.10% | No change | 997 | $320K |
| Mycio Wealth Partners, LLC | 0.06% | Add +173.2% | 997 | $320K |
| LiftPoint Family Wealth Advisors LLC | 0.26% | No change | 993 | $318K |
| Kingsbury Capital Investment Advisors LLC | 0.30% | — | 992 | $318K |
| Abound Financial, LLC | 0.14% | No change | 992 | $318K |
| Investmark Advisory Group LLC | 0.14% | Add +5.1% | 989 | $318K |
| Verity Asset Management, Inc. | 0.13% | Reduce -79.4% | 987 | $317K |
| Blue Water Asset Management | 0.11% | Add +4.8% | 985 | $316K |
| LeClair Wealth Partners LLC | 0.11% | New | 985 | $316K |
| Pavion Blue Capital, LLC | 0.14% | No change | 983 | $315K |
| Resources Management Corp. /CT/ | 0.04% | Add +232.5% | 981 | $315K |
| CPC Advisors, LLC | 0.05% | Reduce -55.1% | 981 | $315K |
| Vigil Wealth Management, LLC | 0.25% | Reduce -0.7% | 981 | $315K |
| Wisconsin Wealth Advisors, LLC | 0.31% | No change | 979 | $314K |
| Noble Family Wealth, LLC | 0.06% | Add +42.2% | 977 | $313K |
| Wealth Forward, LLC | 0.18% | No change | 976 | $313K |
| Coastline Complete Wealth LLC | 0.19% | Reduce -6.8% | 975 | $313K |
| Leicht Financial Planning & Wealth Management, Inc. | 0.14% | New | 974 | $312K |
| International Private Wealth Advisors LLC | 0.19% | Add +39.4% | 973 | $312K |
| Arcadia Wealth Management, LLC | 0.11% | New | 973 | $312K |
| Continuum Wealth Advisors, LLC | 0.13% | Reduce -7.1% | 973 | $312K |
| KFG Wealth Management, LLC | 0.04% | New | 973 | $312K |
| LifeSteps Financial, Inc. | 0.20% | Add +0.2% | 971 | $312K |
| Clark Financial Services Group Inc. | 0.17% | Reduce -19.8% | 969 | $311K |
| Retirement Planning Group, LLC / NY | 0.20% | Reduce -17.4% | 966 | $310K |
| River Street Advisors LLC | 0.10% | Add +0.3% | 966 | $310K |
| Clarity Asset Management, Inc. | 0.16% | No change | 966 | $310K |
| PFG Private Wealth Management, LLC | 0.13% | New | 965 | $310K |
| Point Nemo Capital, LLC | 0.20% | Add +23.3% | 964 | $309K |
| HMS Capital Management, LLC | 0.12% | No change | 964 | $309K |
| Amarillo National Bank | 0.05% | Reduce -3.0% | 962 | $309K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.14% | Add +8.7% | 961 | $308K |
| Mengis Capital Management, Inc. | 0.05% | No change | 960 | $308K |
| Gibbs Wealth Management | 0.04% | New | 958 | $307K |
| Straight Path Wealth Management | 0.08% | Reduce -0.4% | 957 | $307K |
| Future Financial Wealth Managment LLC | 0.20% | No change | 888 | $307K |
| G&S Capital LLC | 0.11% | No change | 953 | $306K |
| Matters Capital LLC | 0.27% | No change | 953 | $306K |
| Eagle Harbor Asset Management Inc. | 0.26% | No change | 951 | $305K |
| Cache Advisors, LLC | 0.04% | No change | 950 | $305K |
| Cadent Capital Advisors, LLC | 0.08% | No change | 950 | $305K |
| Tull Financial Group, Inc. | 0.14% | Add +10.2% | 948 | $304K |
| Frisco Financial Planning LLC | 0.25% | Add +0.2% | 944 | $303K |
| January Capital Advisors LLC | 0.41% | — | 939 | $301K |
| Widmann Financial Services, Inc. | 0.18% | Add +15.1% | 938 | $301K |
| Rockport Wealth LLC | 0.05% | Reduce -3.1% | 934 | $300K |
| Lummis Asset Management, LP | 0.18% | No change | 933 | $299K |
| SpringVest Wealth Management LLC | 0.20% | Add +14.5% | 932 | $299K |
| Silver Lake Advisory, LLC | 0.12% | Add +0.3% | 932 | $299K |
| Integrity Financial Corp | 0.15% | Reduce -25.3% | 929 | $298K |
| Obsidian Cio, LLC | 0.27% | Add +0.9% | 927 | $297K |
| SkyView Investment Advisors, LLC | 0.04% | No change | 924 | $297K |
| Cooper Financial Group | 0.03% | Reduce -1.1% | 923 | $296K |
| Horizon Kinetics Asset Management LLC | 0.00% | Reduce -0.9% | 922 | $296K |
| Van Diest Capital, LLC | 0.23% | Reduce -13.5% | 921 | $296K |
| WealthTrak Capital Management LLC | 0.21% | New | 920 | $295K |
| Central Valley Advisors, LLC | 0.08% | Add +5.6% | 919 | $295K |
| Greenline Wealth Management LLC | 0.34% | Add +52.4% | 919 | $295K |
| Silicon Valley Capital Partners | 0.03% | New | 919 | $295K |
| Code Waechter LLC | 0.17% | Reduce -0.4% | 914 | $293K |
| Journey Beyond Wealth, LLC | 0.25% | Reduce -12.1% | 914 | $293K |
| Provident Investment Management, Inc. | 0.03% | No change | 910 | $292K |
| Sutton Place Investors LLC | 0.16% | No change | 909 | $292K |
| Fortem Financial Group, LLC | 0.07% | Reduce -9.0% | 909 | $292K |
| Dearborn Partners LLC | 0.02% | Add +16.7% | 909 | $292K |
| Sloy Dahl & Holst, LLC | 0.04% | Add +1.2% | 909 | $291K |
| Revere Asset Management, Inc | 0.15% | No change | 908 | $291K |
| Birchwood Financial Partners, Inc. | 0.28% | Add +1.0% | 907 | $291K |
| TFR Capital, LLC. | 0.09% | No change | 904 | $290K |
| CacheTech Inc. | 0.06% | New | 902 | $289K |
| Peachtree Investment Partners, LLC | 0.11% | Reduce -1.7% | 901 | $289K |
| St. Clair Advisors, LLC | 0.08% | No change | 900 | $289K |
| Absher Wealth Management, LLC | 0.03% | Reduce -2.3% | 900 | $289K |
| Douglass Winthrop Advisors, LLC | 0.01% | Reduce -69.8% | 898 | $288K |
| Centerpoint Advisory Group | 0.22% | Add +1.5% | 897 | $288K |
| Sims Investment Management, LLC | 0.10% | No change | 889 | $285K |
| Fortune Financial Group, Inc. | 0.26% | Reduce -10.7% | 889 | $285K |
| Seascape Capital Management | 0.08% | Reduce -2.6% | 887 | $284K |
| McGowan Group Asset Management, Inc. | 0.04% | Add +2.3% | 885 | $284K |
| Pekin Hardy Strauss, Inc. | 0.03% | Reduce -12.9% | 885 | $284K |
| Heritage Wealth Management, Inc./Texas | 0.12% | Reduce -0.7% | 884 | $284K |
| Storen Legacy Partners, LLC | 0.09% | New | 884 | $283K |
| Nicollet Investment Management, Inc. | 0.10% | No change | 881 | $283K |
| PCB Capital LLC | 0.45% | Reduce -1.4% | 881 | $283K |
| Fortress Private Ledger, LLC | 0.09% | Add +30.1% | 881 | $283K |
| MMBG Investment Advisors Co. | 0.03% | No change | 880 | $282K |
| Klein Pavlis & Peasley Financial, Inc. | 0.16% | New | 880 | $282K |
| NorthAvenue LLC | 0.22% | Reduce -9.3% | 878 | $282K |
| KKM Financial LLC | 0.05% | No change | 840 | $282K |
| Slagle Financial, LLC | 0.09% | Add +1.7% | 878 | $282K |
| Granite Bay Wealth Management, LLC | 0.06% | Add +1.7% | 877 | $281K |
| Elyxium Wealth, LLC | 0.09% | No change | 877 | $281K |
| Glass Wealth Management Co LLC | 0.11% | New | 877 | $281K |
| Nicholas Wealth, LLC. | 0.19% | Add +0.3% | 877 | $281K |
| Joseph P. Lucia & Associates, LLC | 0.10% | Add +4.9% | 876 | $281K |
| Strive Financial Group ,LLC | 0.15% | Add +22.2% | 875 | $281K |
| Markin Asset Management, LP | 0.31% | Reduce -47.4% | 875 | $281K |
| Quantum Financial Planning Services, Inc. | 0.10% | Add +8.6% | 873 | $280K |
| Sterling Financial Planning, Inc. | 0.08% | Add +1.3% | 872 | $280K |
| Sivia Capital Partners, LLC | 0.05% | Reduce -83.2% | 870 | $279K |
| Clifford Group, LLC | 0.21% | Add +19.4% | 869 | $279K |
| Stanley-Laman Group, Ltd. | 0.03% | No change | 867 | $278K |
| 1834 Investment Advisors Co. | 0.03% | No change | 867 | $278K |
| Storgate, LLC | 0.22% | Reduce -66.7% | 867 | $278K |
| Diligent Investors, LLC | 0.07% | Add +0.1% | 865 | $277K |
| JHP Wealth Management, LLC | 0.27% | No change | 864 | $277K |
| Heritage Trust Co | 0.03% | No change | 864 | $277K |
| Fell Capital Management | 0.26% | Add +7.0% | 862 | $277K |
| Alkeme Wealth, LLC | 0.11% | Add +0.1% | 861 | $276K |
| Tudor Financial Inc. | 0.14% | No change | 859 | $276K |
| Rakuten Securities, Inc. | 0.11% | Reduce -22.8% | 858 | $275K |
| Iams Wealth Management, LLC | 0.10% | Reduce -0.8% | 856 | $275K |
| Mendel Money Management | 0.11% | Add +25.4% | 854 | $274K |
| Traub Capital Management LLC | 0.27% | No change | 852 | $273K |
| Quarry LP | 0.06% | No change | 851 | $273K |
| Impax Asset Management Group plc | 0.00% | New | 851 | $273K |
| Wedgewood Investors Inc. | 0.31% | No change | 850 | $273K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.08% | Reduce -38.8% | 849 | $272K |
| Excalibur Management Corp. | 0.10% | No change | 846 | $271K |
| Affinity Capital Advisors, LLC | 0.04% | Reduce -2.5% | 845 | $271K |
| Solitude Financial Services | 0.08% | New | 785 | $271K |
| Navis Wealth Advisors, LLC | 0.14% | Reduce -10.6% | 844 | $271K |
| Presidio Capital Management, LLC | 0.08% | New | 843 | $271K |
| Zeit Capital LLC | 0.18% | Reduce -6.0% | 842 | $270K |
| Arbor Capital Management Inc. | 0.22% | No change | 791 | $270K |
| Finward Bancorp | 0.22% | No change | 841 | $270K |
| Trivium Point Advisory, LLC | 0.05% | Reduce -83.0% | 840 | $269K |
| Crumly & Associates Inc. | 0.06% | Add +7.9% | 837 | $269K |
| Pacific Excel Wealth Advisors, Inc. | 0.28% | New | 836 | $268K |
| Financial Futures Ltd Liability Co. | 0.12% | Reduce -0.7% | 833 | $267K |
| Headland Capital, LLC | 0.08% | Reduce -49.7% | 832 | $267K |
| Alterna Wealth Management, Inc. | 0.20% | Reduce -3.4% | 830 | $266K |
| Olde Wealth Management, LLC | 0.08% | Reduce -0.1% | 831 | $266K |
| FSA Investment Group, LLC | 0.11% | Add +0.2% | 826 | $265K |
| Roxbury Financial LLC | 0.24% | No change | 825 | $265K |
| Two West Capital Advisors LLC | 0.14% | Add +2.2% | 755 | $264K |
| Meridian Management Co. | 0.07% | No change | 823 | $264K |
| Hudson Oak Wealth Advisory LLC | 0.23% | No change | 821 | $263K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.09% | Add +0.1% | 817 | $262K |
| Cfo Capital Management LLC | 0.22% | New | 817 | $262K |
| Thayer Partners, LLC / MA | 0.12% | Add +10.6% | 817 | $262K |
| Riverpoint Wealth Management Holdings, LLC | 0.06% | No change | 814 | $261K |
| Evansbrook LLC | 0.17% | Add +0.3% | 814 | $261K |
| Bryant Woods Investment Advisors, LLC | 0.10% | Add +36.4% | 814 | $261K |
| RMG Wealth Management LLC | 0.03% | Reduce -55.1% | 716 | $260K |
| Jackson Thornton Wealth Management, LLC | 0.02% | No change | 777 | $260K |
| Pearl Planning LLC | 0.14% | Reduce -2.4% | 808 | $259K |
| Stonebridge Financial Planning Group, LLC | 0.10% | No change | 807 | $259K |
| Monarch Capital Management Inc. | 0.06% | No change | 806 | $259K |
| Ironwood Wealth Management, LLC. | 0.07% | Add +1.8% | 802 | $257K |
| Park Place Capital Corp | 0.05% | No change | 800 | $257K |
| Orrstown Financial Services Inc. | 0.04% | No change | 800 | $257K |
| Laurel Wealth Planning LLC | 0.13% | No change | 797 | $256K |
| VELA Investment Management, LLC | 0.07% | No change | 797 | $256K |
| Spectrum Wealth Advisory Group, LLC | 0.09% | No change | 795 | $255K |
| John Boyer, Inc. | 0.25% | Add +0.3% | 794 | $255K |
| RPS Advisory Solutions LLC | 0.14% | Reduce -12.2% | 794 | $255K |
| Capstone Wealth Management Group LLC | 0.16% | No change | 794 | $255K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.10% | Add +81.9% | 793 | $254K |
| Sanchez Wealth Management Group | 0.06% | Add +1.0% | 793 | $254K |
| Farmers National Bank | 0.06% | Add +6.7% | 792 | $254K |
| RMR Wealth Builders | 0.02% | Add +5.3% | 791 | $254K |
| ROI Financial Advisors, LLC | 0.15% | Reduce -5.3% | 789 | $253K |
| Lifelong Wealth Advisors, Inc. | 0.07% | Add +31.1% | 788 | $253K |
| Odyssey Capital Advisors, Inc. | 0.23% | No change | 788 | $253K |
| Riverbridge Partners LLC | 0.01% | Reduce -40.4% | 786 | $252K |
| Leelyn Smith, LLC | 0.04% | Add +2.8% | 786 | $252K |
| Insight Wealth Strategies, LLC | 0.03% | Add +0.3% | 785 | $252K |
| Peak Wealth Management LLC | 0.21% | Add +12.8% | 785 | $252K |
| Guerra Pan Advisors, LLC | 0.16% | No change | 785 | $252K |
| Mindset Wealth Management, LLC | 0.07% | Add +11.5% | 783 | $251K |
| Howard Bailey Securities, LLC | 0.10% | Reduce -79.5% | 781 | $251K |
| Consilio Wealth Advisors, LLC | 0.07% | Add +0.1% | 781 | $250K |
| Rainey & Randall Wealth Advisors Inc. | 0.04% | Reduce -4.9% | 779 | $250K |
| CCM Investment Advisers LLC | 0.02% | No change | 779 | $250K |
| Uncommon Cents Investing LLC | 0.06% | No change | 778 | $250K |
| Brucke Financial, Inc. | 0.13% | Add +9.1% | 778 | $249K |
| SWP Financial LLC | 0.13% | Reduce -18.6% | 777 | $249K |
| Southeast Asset Advisors, LLC | 0.03% | Add +2.6% | 776 | $249K |
| McDonald Partners LLC | 0.06% | Add +6.2% | 776 | $249K |
| Farringdon Capital, Ltd. | 0.05% | New | 775 | $249K |
| Gator Capital Management, LLC | 0.05% | No change | 775 | $249K |
| ShoreHaven Wealth Partners, LLC | 0.09% | Add +0.1% | 774 | $248K |
| Helium Advisors LLC | 0.24% | Reduce -5.0% | 774 | $248K |
| Old North State Trust, LLC | 0.15% | No change | 773 | $248K |
| Country Trust Bank | 0.00% | No change | 773 | $248K |
| Calton & Associates, Inc. | 0.04% | New | 773 | $248K |
| Arch Global Advisors, LLC | 0.13% | — | 771 | $247K |
| Matisse Capital | 0.11% | No change | 770 | $247K |
| Correct Capital Wealth Management | 0.05% | Reduce -59.9% | 766 | $246K |
| Rubicon Advisors, GP | 0.22% | Reduce -87.8% | 766 | $246K |
| SageOak Financial, LLC | 0.17% | New | 766 | $246K |
| Summit Place Financial Advisors, LLC | 0.12% | Add +1.2% | 765 | $245K |
| Wharton Business Group, LLC | 0.01% | No change | 765 | $245K |
| Dorato Capital Management | 0.18% | No change | 735 | $245K |
| Valued Wealth Advisors LLC | 0.10% | No change | 760 | $244K |
| Campbell Deegan Wealth Management, LLC | 0.20% | New | 760 | $244K |
| Broussard Financial Group LLC | 0.20% | Reduce -20.1% | 760 | $244K |
| Birch Hill Investment Advisors LLC | 0.01% | No change | 758 | $243K |
| Orographic Financial Advisors, LLC | 0.17% | — | 758 | $243K |
| Atlatl Advisers LLC | 0.18% | Reduce -26.9% | 756 | $243K |
| Grant Private Wealth Management Inc | 0.13% | New | 752 | $241K |
| Auxano Advisors, LLC | 0.05% | Reduce -4.6% | 751 | $241K |
| Colonial Trust Co / SC | 0.03% | No change | 750 | $241K |
| Watchman Group, Inc. | 0.06% | Reduce -21.9% | 749 | $240K |
| Riggs Asset Managment Co. Inc. | 0.05% | No change | 747 | $240K |
| McCartney Wealth Management LLC | 0.20% | Add +21.9% | 747 | $240K |
| Callahan Advisors, LLC | 0.02% | Add +0.3% | 745 | $239K |
| Prosperitas Financial LLC | 0.09% | No change | 745 | $239K |
| Cyr Financial Inc. | 0.14% | New | 744 | $239K |
| Torray Investment Partners LLC | 0.04% | Add +0.3% | 744 | $239K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.03% | Add +0.1% | 743 | $238K |
| Bannerstone Capital Management, LLC | 0.22% | Add +1.8% | 739 | $237K |
| Argent Advisors, Inc. | 0.06% | Add +2.6% | 738 | $237K |
| Clean Yield Group | 0.07% | Reduce -9.1% | 738 | $237K |
| Persium Advisors, LLC | 0.19% | No change | 738 | $237K |
| Sterling Investment Counsel, LLC | 0.07% | No change | 738 | $237K |
| Contango Wealth Management LLC | 0.28% | Reduce -60.6% | 736 | $236K |
| Sentinel Pension Advisors, LLC | 0.03% | Add +22.5% | 734 | $235K |
| Hoge Financial Services, LLC | 0.13% | Add +20.0% | 733 | $235K |
| Warburton Capital Management, LLC | 0.11% | No change | 702 | $235K |
| Invictus Private Wealth, LLC | 0.01% | Add +0.6% | 732 | $235K |
| Total Wealth Planning & Management, Inc. | 0.19% | Reduce -32.2% | 732 | $235K |
| Home Federal Bank of Tennessee | 0.06% | No change | 729 | $234K |
| Berkshire Asset Management LLC | 0.01% | No change | 728 | $234K |
| Financial Life Advisors | 0.07% | No change | 728 | $234K |
| Golden Bell Financial Planning LLC | 0.19% | No change | 727 | $233K |
| Core Wealth Advisors, Inc. | 0.06% | No change | 727 | $233K |
| Spectrum Financial Alliance Ltd LLC | 0.04% | No change | 726 | $233K |
| Garrett Wealth Advisory Group, LLC | 0.04% | No change | 726 | $233K |
| Well Done, LLC | 0.03% | Add +15.3% | 723 | $232K |
| Williamson Legacy Group, LLC | 0.17% | No change | 722 | $232K |
| Ardent Capital Management, Inc. | 0.10% | No change | 721 | $231K |
| Mustard Seed Financial, LLC | 0.14% | Add +0.6% | 719 | $231K |
| Dover Advisors, LLC | 0.10% | Reduce -7.1% | 718 | $230K |
| Miramontes Capital, LLC | 0.08% | New | 717 | $230K |
| TCFG Wealth Management, LLC | 0.09% | Add +1.9% | 713 | $229K |
| TCFG Investment Advisors, LLC | 0.09% | — | 713 | $229K |
| Thayer Financial, L.L.C. | 0.23% | No change | 712 | $229K |
| Buckhead Capital Management LLC | 0.09% | No change | 711 | $228K |
| McRae Capital Management Inc. | 0.05% | No change | 711 | $228K |
| Kickstand Ventures, Llc. | 0.05% | Reduce -1.0% | 711 | $228K |
| Ingalls & Snyder LLC | 0.01% | Reduce -46.1% | 712 | $228K |
| Ackerman Asset Management, LLC | 0.16% | No change | 709 | $227K |
| Braun Stacey Associates Inc. | 0.01% | Reduce -2.8% | 707 | $227K |
| Stewardship Advisors, LLC | 0.05% | No change | 705 | $226K |
| BlackDiamond Wealth Management, LLC | 0.11% | No change | 705 | $226K |
| Anfield Capital Management, LLC | 0.06% | Add +330.7% | 702 | $225K |
| City National Bank of Florida | 0.13% | No change | 702 | $225K |
| Compass Financial Services Inc | 0.10% | Reduce -0.1% | 700 | $225K |
| Hillcrest Wealth Advisors - NY, LLC | 0.09% | Reduce -12.5% | 700 | $225K |
| Black Swift Group, LLC | 0.04% | Reduce -16.9% | 700 | $225K |
| Tradewinds Capital Management, LLC | 0.04% | Add +212.5% | 700 | $225K |
| Richards, Merrill & Peterson, Inc. | 0.08% | Reduce -4.5% | 700 | $224K |
| Walsh & Associates, LLC | 0.22% | Reduce -1.4% | 698 | $224K |
| Aventura Private Wealth, LLC | 0.08% | Reduce -0.3% | 697 | $224K |
| Alternative Investment Advisors, LLC. | 0.10% | Reduce -1.4% | 694 | $223K |
| WealthPoint Financial, LLC | 0.19% | No change | 694 | $223K |
| Liberty Atlantic Advisors LLC | 0.19% | Reduce -67.3% | 693 | $223K |
| Forum Private Client Group LLC | 0.07% | Add +0.9% | 692 | $222K |
| Hall Capital Management Co. Inc. | 0.08% | No change | 625 | $221K |
| CFM Wealth Partners LLC | 0.03% | Reduce -2.7% | 686 | $220K |
| Kilter Group LLC | 0.10% | Reduce -9.0% | 686 | $220K |
| Missouri Trust & Investment Co | 0.06% | Reduce -9.6% | 685 | $220K |
| Core Wealth Management, Inc. | 0.07% | No change | 683 | $219K |
| MPS Loria Financial Planners, LLC | 0.06% | Reduce -1.4% | 683 | $219K |
| Bull Street Advisors, LLC | 0.11% | Reduce -82.0% | 1,399 | $219K |
| Copia Wealth Management | 0.15% | Add +13.9% | 681 | $218K |
| Decker Wealth Management LLC | 0.05% | Add +0.7% | 681 | $218K |
| Arkansas Financial Group, Inc. | 0.03% | New | 652 | $218K |
| Somnio Financial Group, LLC | 0.14% | Add +3.2% | 677 | $217K |
| Sightline Wealth Advisors, LLC | 0.09% | Add +0.7% | 677 | $217K |
| LVM Capital Management Ltd. | 0.02% | Reduce -6.9% | 677 | $217K |
| Redmond Asset Management, LLC | 0.06% | No change | 674 | $216K |
| Cottage Street Advisors LLC | 0.09% | Add +6.3% | 673 | $216K |
| Fortune Financial Advisors, LLC | 0.11% | New | 673 | $216K |
| MA Private Wealth | 0.04% | No change | 672 | $216K |
| Genesis Private Wealth, LLC | 0.07% | Reduce -2.2% | 669 | $215K |
| Cogent Private Wealth, Inc. | 0.15% | Add +8.6% | 669 | $215K |
| Westwood Holdings Group Inc. | 0.00% | No change | 668 | $214K |
| Lockerman Financial Group, Inc. | 0.38% | Reduce -3.1% | 665 | $213K |
| Mann Financial Group, Inc. | 0.20% | No change | 665 | $213K |
| SRH Advisors, LLC | 0.06% | Add +51.8% | 662 | $212K |
| Oceanside Advisors LLC | 0.12% | No change | 660 | $212K |
| Dupree Financial Group, LLC | 0.09% | Add +1.5% | 658 | $211K |
| Strategic Wealth Advisors LLC | 0.17% | Reduce -2.7% | 659 | $211K |
| BG Investment Services, LLC | 0.17% | No change | 657 | $211K |
| Babb Wealth Advisors LLC | 0.11% | New | 654 | $210K |
| Donor Advised Charitable Giving, Inc. | 0.01% | Reduce -84.9% | 652 | $209K |
| Mach-1 Financial Group, LLC | 0.07% | Reduce -85.8% | 652 | $209K |
| Tableaux LLC | 0.10% | New | 650 | $209K |
| Guidance Point Advisors, LLC | 0.05% | New | 646 | $208K |
| True Blue Financial, LLC | 0.16% | No change | 648 | $208K |
| Baker Boyer National Bank | 0.06% | No change | 647 | $208K |
| Middleton & Co. Inc. | 0.02% | Reduce -7.2% | 647 | $208K |
| Concorde Asset Management, LLC | 0.10% | Reduce -18.2% | 646 | $207K |
| Vaughan David Investments LLC | 0.00% | Reduce -7.6% | 641 | $206K |
| Alhambra Investment Management LLC | 0.10% | Add +4.9% | 642 | $206K |
| 4Thought Financial Group Inc. | 0.10% | Add +3.4% | 641 | $206K |
| Steel Grove Capital Advisors, LLC | 0.02% | No change | 640 | $205K |
| Haven Private, LLC | 0.09% | New | 640 | $205K |
| Directional Asset Management | 0.19% | Add +2.1% | 639 | $205K |
| Millstone Evans Group, LLC | 0.12% | Add +0.6% | 637 | $204K |
| Athena Investment Management | 0.11% | New | 637 | $204K |
| Sidoxia Capital Management, LLC | 0.18% | — | 636 | $204K |
| Schmidt P J Investment Management Inc. | 0.03% | Reduce -13.7% | 632 | $203K |
| Keenan, LLC | 0.17% | Reduce -0.2% | 632 | $203K |
| TRUE Private Wealth Advisors | 0.02% | Reduce -7.3% | 631 | $203K |
| TCV Trust & Wealth Management, Inc. | 0.02% | Reduce -3.2% | 631 | $202K |
| Dedeker Financial LLC | 0.18% | No change | 630 | $202K |
| Beacon Bridge Wealth Partners, LLC | 0.07% | New | 630 | $202K |
| Rezny Wealth Management, Inc. | 0.05% | No change | 630 | $202K |
| Meritas Wealth Management, LLC | 0.09% | Add +0.5% | 630 | $202K |
| Mandatum Life Insurance Co Ltd | 0.05% | No change | 628 | $201K |
| Ssa Swiss Advisors AG | 0.09% | No change | 611 | $196K |
| Luken Investment Analytics, LLC | 0.07% | No change | 610 | $196K |
| Evolution Advisers, Inc. | 0.08% | Add +2.9% | 40,329 | $195K |
| Activest Wealth Management | 0.03% | Add +71.2% | 606 | $194K |
| Legacy Bridge, LLC | 0.07% | No change | 600 | $192K |
| My Portfolio Guide, LLC | 0.10% | — | 586 | $188K |
| Community Financial Services Group, LLC | 0.03% | New | 568 | $184K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.28% | No change | 562 | $180K |
| Tower View Wealth Management LLC | 0.09% | Add +3.8% | 553 | $178K |
| TOWER TRUST & INVESTMENT Co | 0.12% | No change | 552 | $177K |
| Wolff Wiese Magana LLC | 0.10% | Reduce -2.7% | 538 | $172K |
| Central Pacific Bank - Trust Division | 0.02% | Reduce -0.7% | 533 | $171K |
| First Financial Corp. | 0.07% | Reduce -2.2% | 531 | $170K |
| Strengthening Families & Communities, LLC | 0.04% | New | 526 | $169K |
| Godfrey Financial Associates, Inc. | 0.14% | Reduce -2.1% | 524 | $168K |
| Evergreen Private Wealth LLC | 0.07% | Reduce -0.2% | 516 | $166K |
| Lloyd Advisory Services, LLC. | 0.05% | Add +1402.9% | 511 | $164K |
| Kingdom Financial Group LLC. | 0.05% | Add +51000.0% | 511 | $164K |
| Hughes Financial Services, LLC | 0.03% | Add +49.7% | 509 | $163K |
| Reicon Wealth Advisors, LLC | 0.12% | Reduce -12.3% | 500 | $160K |
| Wellington Shields Capital Management, LLC | 0.02% | No change | 500 | $160K |
| Longview Financial Advisors, Inc. | 0.09% | New | 484 | $155K |
| Monetary Solutions, Ltd | 0.15% | No change | 483 | $155K |
| Principia Wealth Advisory, LLC | 0.09% | Reduce -65.5% | 478 | $153K |
| Westend Capital Management, LLC | 0.05% | Add +38.3% | 477 | $153K |
| Go Invest LLC | 0.04% | Add +1.5% | 474 | $152K |
| Signature Equity Partners, LLC | 0.08% | Reduce -5.8% | 473 | $152K |
| one8zero8, LLC | 0.03% | No change | 470 | $151K |
| Ankerstar Wealth, LLC | 0.16% | No change | 468 | $150K |
| Main Management LLC | 0.01% | Add +0.2% | 463 | $149K |
| Cheviot Value Management, LLC | 0.01% | No change | 459 | $147K |
| Schroder Investment Management Group | 0.00% | Reduce -30.6% | 453 | $145K |
| West Branch Capital LLC | 0.04% | Reduce -13.4% | 432 | $139K |
| Intentional Wealth Strategies, LLC | 0.13% | — | 423 | $136K |
| Toth Financial Advisory Corp. | 0.01% | Reduce -29.7% | 423 | $136K |
| Investors Portfolio Services LLC | 0.12% | Reduce -0.7% | 418 | $134K |
| Bay Harbor Wealth Management, LLC | 0.03% | Add +2.0% | 416 | $134K |
| Nalls Sherbakoff Group, LLC | 0.10% | No change | 412 | $132K |
| Finley Financial, LLC | 0.06% | No change | 405 | $130K |
| Wagner Wealth Management, LLC | 0.03% | No change | 401 | $129K |
| Provident Wealth Management, LLC | 0.04% | No change | 400 | $128K |
| Nkcfo LLC | 0.04% | No change | 400 | $128K |
| Team Financial Group, LLC | 0.06% | No change | 395 | $127K |
| Leo H. Evart, Inc. | 0.11% | — | 392 | $126K |
| Wallace Hart LLC | 0.17% | No change | 384 | $123K |
| Godsey & Gibb, Inc. | 0.01% | Add +20.1% | 383 | $123K |
| Investment Research & Advisory Group, Inc. | 0.04% | No change | 376 | $121K |
| Price Financial Group Wealth Management, Inc | 1.97% | New | 341 | $119K |
| Marquette Asset Management, LLC | 0.02% | No change | 371 | $119K |
| Wellington Shields & Co., LLC | 0.03% | No change | 360 | $115K |
| Strategic Investment Solutions, Inc. | 0.03% | Reduce -5.5% | 358 | $115K |
| John A. Wolfe & Associates, Inc. | 0.17% | New | 350 | $113K |
| Rock Creek Group LLC | 0.01% | No change | 348 | $112K |
| YANKCOM Partnership | 0.04% | New | 340 | $109K |
| Canton Hathaway, LLC | 0.02% | No change | 340 | $109K |
| Pin Oak Investment Advisors Inc. | 0.08% | Reduce -57.6% | 339 | $109K |
| Ballast Advisors LLC | 0.03% | Reduce -3.5% | 336 | $108K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 320 | $103K |
| Midway Capital Research & Management | 0.10% | New | 321 | $103K |
| Vision Financial Markets LLC | 0.10% | Add +0.3% | 312 | $100K |
| Portfolio Resources Advisor Group, Inc. | 0.10% | No change | 303 | $97K |
| Premier Financial Group | 0.02% | No change | 299 | $97K |
| Ulland Investment Advisors, LLC | 0.08% | No change | 298 | $96K |
| Transce3nd, LLC | 0.85% | Reduce -75.5% | 297 | $95K |
| 2UniFi Bank | 0.05% | Add +21.7% | 292 | $94K |
| Gladwyn Financial Advisors, Inc. | 0.06% | Add +0.4% | 282 | $90K |
| Whipplewood Advisors, LLC | 0.04% | No change | 264 | $85K |
| McGuire Capital Advisors Inc. | 0.05% | No change | 262 | $84K |
| Mb, Levis & Associates, LLC | 0.03% | Add +25.6% | 250 | $80K |
| Glassy Mountain Advisors, Inc. | 0.02% | Reduce -51.0% | 250 | $80K |
| Financial Gravity Asset Management, Inc. | 0.01% | Reduce -17.1% | 243 | $78K |
| MV Capital Management, Inc. | 0.01% | No change | 237 | $76K |
| Legacies Wealth LLC | 0.05% | Reduce -22.9% | 235 | $75K |
| Rogco, LP | 0.02% | Reduce -16.6% | 232 | $74K |
| Advocate Investing Services LLC | 0.06% | No change | 217 | $70K |
| Viewpoint Capital Management LLC | 0.03% | Add +0.5% | 214 | $69K |
| Mascoma Wealth Management LLC | 0.01% | No change | 195 | $63K |
| Merkkuri Wealth Advisors LLC | 0.04% | New | 193 | $62K |
| Friedenthal Financial | 0.03% | Add +15.0% | 192 | $62K |
| Noble Wealth Management PBC | 0.03% | No change | 187 | $60K |
| Pinney & Scofield, Inc. | 0.03% | No change | 187 | $60K |
| 3Chopt Investment Partners, LLC | 0.01% | No change | 181 | $58K |
| Acumen Wealth Advisors, LLC | 0.02% | Reduce -11.3% | 181 | $58K |
| Blueline Advisors LLC | 0.04% | Reduce -0.6% | 180 | $58K |
| Flagship Wealth Advisors, LLC | 0.02% | Reduce -19.4% | 187 | $57K |
| Merrithew & Thorsten Inc | 0.05% | No change | 170 | $54K |
| Hamilton Point Investment Advisors, LLC | 0.01% | Reduce -38.8% | 167 | $54K |
| KERR FINANCIAL PLANNING Corp | 0.04% | Reduce -50.0% | 153 | $54K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -75.1% | 164 | $53K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 164 | $53K |
| New England Capital Financial Advisors LLC | 0.01% | No change | 160 | $51K |
| Kozak & Associates, Inc. | 0.01% | Add +56.7% | 152 | $51K |
| Clear Investment Research, LLC | 0.08% | New | 157 | $50K |
| Hilton Head Capital Partners, LLC | 0.03% | Add +67.4% | 154 | $49K |
| Urban Financial Advisory Corp | 0.02% | Add +12.2% | 147 | $47K |
| Raleigh Capital Management Inc. | 0.02% | Add +45.0% | 145 | $47K |
| Matrix Private Capital Group LLC | 0.02% | New | 142 | $46K |
| Quantum Capital Management, LLC / NJ | 0.01% | No change | 141 | $45K |
| Hartford Financial Management Inc. | 0.01% | Add +77.6% | 135 | $43K |
| Wilkerson Advisory Group LLC | 0.01% | Add +0.8% | 131 | $42K |
| Motco | 0.00% | No change | 126 | $40K |
| FWL Investment Management, LLC | 0.01% | Reduce -64.5% | 120 | $38K |
| HFM Investment Advisors, LLC | 0.01% | No change | 118 | $38K |
| Stone House Investment Management, LLC | 0.01% | No change | 116 | $37K |
| Financial Management Professionals, Inc. | 0.00% | No change | 116 | $37K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 110 | $35K |
| 1620 Investment Advisors, Inc. | 0.02% | No change | 107 | $34K |
| Torren Management, LLC | 0.02% | No change | 106 | $34K |
| Clark Wealth Partners | 0.02% | Add +19.1% | 106 | $34K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Reduce -9.5% | 105 | $34K |
| Mountain Hill Investment Partners Corp. | 0.02% | No change | 100 | $32K |
| Mechanics Financial Corp | 0.01% | Reduce -88.8% | 100 | $32K |
| Wealth Preservation Advisors, LLC | 0.03% | No change | 96 | $31K |
| Red Reef Advisors LLC | 0.03% | Reduce -17.7% | 93 | $30K |
| Investors Research Corp | 0.01% | No change | 90 | $29K |
| Pursuit Wealth Strategies, LLC | 0.04% | Reduce -5.4% | 88 | $28K |
| Financial Network Wealth Advisors LLC | 0.03% | Add +42.6% | 87 | $28K |
| Bernard Wealth Management Corp. | 0.01% | Add +7.5% | 86 | $28K |
| WPG Advisers, LLC | 0.02% | Add +1.2% | 86 | $28K |
| MTM Investment Management, LLC | 0.01% | Reduce -8.0% | 81 | $26K |
| Protective Life Corp. | 0.08% | New | 79 | $25K |
| Bangor Savings Bank | 0.00% | No change | 78 | $25K |
| Trask Adam Roland | 0.02% | — | 77 | $25K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 77 | $25K |
| Broadwater Capital Management LLC | 0.02% | No change | 72 | $24K |
| Barnes Dennig Private Wealth Management LLC | 0.02% | No change | 75 | $24K |
| Ramirez Asset Management, Inc. | 0.00% | No change | 75 | $24K |
| Jackson Hole Capital Partners, LLC | 0.00% | Add +182.6% | 65 | $21K |
| JDM Financial Group LLC | 0.01% | No change | 64 | $21K |
| PFS Partners, LLC | 0.01% | No change | 64 | $21K |
| Hoey Investments, Inc. | 0.00% | Reduce -15.5% | 60 | $19K |
| Sfam, LLC | 0.02% | No change | 52 | $17K |
| Networth Advisors, LLC | 0.01% | No change | 47 | $15K |
| Morris Financial Concepts, Inc. | 0.01% | Add +91.7% | 46 | $15K |
| Advanced Asset Management Advisors Inc | 0.00% | Add +780.0% | 44 | $14K |
| Three Bearings Fiduciary Advisors, Inc. | 0.01% | No change | 44 | $14K |
| McMillan Office, Inc. | 0.00% | No change | 43 | $14K |
| RHL Group, LLC | 0.01% | No change | 42 | $14K |
| PayPay Securities Corp | 0.46% | Reduce -19.1% | 38 | $13K |
| Bullock Wealth Management Group | 0.01% | No change | 40 | $13K |
| WestEnd Advisors, LLC | 0.00% | Reduce -2.4% | 40 | $13K |
| Chelsea Counsel Co. | 0.01% | No change | 36 | $12K |
| Minot DeBlois Advisors LLC | 0.01% | No change | 36 | $12K |
| Wiser Advisor Group LLC | 0.01% | Add +2.9% | 35 | $11K |
| MJT & Associates Financial Advisory Group, Inc. | 0.01% | No change | 35 | $11K |
| IFG Advisory, LLC | 0.03% | Reduce -100.0% | 29 | $9K |
| Game Plan Financial Advisors, LLC | 0.00% | Add +64.7% | 28 | $9K |
| Essential Partners LLC | 0.00% | No change | 25 | $8K |
| Philadelphia Investment Partners, LLC | 0.01% | — | 24 | $8K |
| Bank & Trust Co | 0.00% | No change | 21 | $7K |
| Gould Capital, LLC | 0.00% | Add +300.0% | 20 | $6K |
| Powell Investment Advisors, LLC | 0.00% | No change | 16 | $5K |
| Arcadia Investment Management Corp. | 0.00% | No change | 16 | $5K |
| Hickory Point Bank & Trust | 0.00% | New | 15 | $5K |
| City State Bank | 0.00% | No change | 13 | $4K |
| Financial Life Planners | 0.00% | New | 12 | $4K |
| Western Pacific Wealth Management, LP | 0.00% | No change | 11 | $4K |
| Delos Wealth Advisors, LLC | 0.00% | New | 11 | $4K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | No change | 11 | $3K |
| Hillsdale Investment Management Inc. | 0.00% | New | 9 | $3K |
| Proathlete Wealth Management LLC | 0.00% | No change | 8 | $3K |
| Horizon Financial Services, LLC | 0.00% | No change | 7 | $2K |
| Pflug Koory, LLC | 0.00% | No change | 5 | $2K |
| Spurstone Advisory Services, LLC | 0.02% | New | 4 | $1K |
| Essential Investment Partners LLC | 0.00% | No change | 4 | $1K |
| Nova Wealth Management, Inc. | 0.00% | Reduce -81.3% | 3 | $962 |
| Capital & Planning, LLC | 0.00% | New | 3 | $962 |
| IMG Wealth Management, Inc. | 0.00% | No change | 1 | $321 |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -37.3% | 678,991 | $0 |
"% 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.