VG Morningstar TS MKT ETF-USVTIETF
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 3,694 institutions reported holding VG Morningstar TS MKT ETF-US (VTI) in their 13F filings, up 111 from Q1 2026. 179 opened new positions and 62 sold out. The largest holders were Rakuten Investment Management, Inc. ($18.2B), Vanguard Global Advisers, LLC ($14.4B) and Vanguard Advisers Inc. ($10.9B). 7 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 Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- VG Morningstar TS MKT ETF-US
- Filed as
- VANGUARD INDEX FDS (Q2 2026)
- CUSIP
- 922908769
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 179 | $1.1B |
| Exits | 62 | $60.4M |
All 13F filers, Q1 2026 → Q2 2026: 22,293,157 shares bought and 208,861,314 shares sold, net −186,568,157 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3,694 holders
| Rakuten Investment Management, Inc. | 52.68% | Reduce -47.6% | 49,708,819 | $18.2B |
| Vanguard Global Advisers, LLC | 6.70% | Add +5.2% | 38,839,412 | $14.4B |
| Vanguard Advisers Inc. | 37.00% | Add +3.1% | 29,389,176 | $10.9B |
| Betterment LLC | 14.99% | Reduce -2.4% | 23,945,511 | $8.9B |
| Wealthfront Advisers LLC | 13.01% | Add +1.8% | 18,297,773 | $6.8B |
| Morgan Stanley | 0.29% | Add +3.7% | 14,876,622 | $5.5B |
| Bank of America Corp. | 0.35% | Add +1.8% | 14,540,049 | $5.4B |
| WealthNavi Inc. | 37.20% | Reduce -0.8% | 12,831,750 | $4.7B |
| LPL Financial LLC | 0.86% | Reduce -0.2% | 10,308,028 | $3.8B |
| Northern Trust Corp. | 0.42% | Reduce -0.4% | 9,674,144 | $3.6B |
| HB Wealth Management, LLC | 17.34% | Add +0.4% | 8,759,071 | $3.1B |
| Allworth Financial LP | 10.84% | Reduce -19.1% | 6,883,739 | $2.5B |
| Envestnet Asset Management Inc. | 0.54% | Add +1.7% | 6,136,001 | $2.3B |
| Creative Planning | 1.31% | Reduce -0.7% | 6,075,603 | $2.2B |
| Wells Fargo & Company | 0.36% | Reduce -1.7% | 5,635,464 | $2.1B |
| Narodna banka Slovenska | 59.26% | Reduce -0.9% | 5,605,604 | $2.1B |
| Ballentine Partners, LLC | 24.67% | Reduce -1.6% | 5,455,709 | $2.0B |
| Forvis Mazars Wealth Advisors, LLC | 31.29% | Add +1.3% | 5,063,337 | $1.9B |
| Savant Capital, LLC | 5.46% | Add +106.7% | 5,369,114 | $1.9B |
| JPMorgan Chase & Co. | 0.10% | Reduce -4.4% | 4,496,972 | $1.7B |
| UBS Group AG | 0.26% | Add +0.6% | 4,455,900 | $1.6B |
| Sequoia Financial Advisors, LLC | 7.08% | Add +1.1% | 3,831,169 | $1.4B |
| Nissay Asset Management Corp. /Japan | 5.73% | No change | 3,663,005 | $1.4B |
| Cetera Investment Advisers | 1.18% | Add +4.4% | 3,511,558 | $1.3B |
| Raymond James Financial Inc. | 0.31% | Add +5.3% | 3,108,544 | $1.2B |
| Goldman Sachs Group Inc. | 0.11% | Add +1.9% | 2,959,929 | $1.1B |
| Royal Bank of Canada | 0.19% | Add +1.1% | 2,954,760 | $1.1B |
| Osaic Holdings, Inc. | 1.24% | Add +8.2% | 2,839,392 | $1.1B |
| Focus Partners Wealth | 1.03% | Reduce -1.4% | 2,708,987 | $1.0B |
| National Mutual Insurance Federation of Agricultural Cooperatives | 6.50% | No change | 2,686,800 | $994.2M |
| SCS Capital Management LLC | 8.98% | Reduce -1.3% | 2,568,469 | $950.4M |
| Facet Wealth, Inc. | 12.97% | Add +9.6% | 2,446,454 | $905.3M |
| PNC Financial Services Group, Inc. | 0.42% | Reduce -0.9% | 2,316,100 | $857.0M |
| HighTower Advisors, LLC | 0.80% | Add +0.6% | 2,250,580 | $832.8M |
| Cerity Partners LLC | 1.00% | Add +21.8% | 2,416,651 | $828.0M |
| Cambridge Investment Research Advisors, Inc. | 1.80% | Add +1.9% | 2,171,713 | $803.6M |
| Brown Advisory Inc. | 1.24% | Reduce -2.3% | 2,157,852 | $798.5M |
| SBI Okasan Asset Management Co.Ltd. | 25.63% | Reduce -20.2% | 2,123,450 | $779.6M |
| US Bancorp \de | 0.82% | Reduce -3.9% | 2,032,602 | $752.1M |
| Ameriprise Financial Inc. | 0.15% | Add +3.7% | 1,988,356 | $735.4M |
| Commonwealth Equity Services, LLC | 0.89% | Reduce -2.5% | 1,920,318 | $710.6M |
| Corient Private Wealth LP | 0.96% | Reduce -3.6% | 1,874,723 | $693.7M |
| Mariner, LLC | 0.70% | Reduce -1.8% | 1,822,272 | $674.3M |
| State of New Jersey Common Pension Fund D | 2.27% | New | 1,800,000 | $666.1M |
| Bank of New York Mellon Corp | 0.11% | Add +2.5% | 1,778,086 | $658.0M |
| Summit Financial, LLC | 7.11% | Add +1.2% | 1,752,517 | $648.5M |
| Ritholtz Wealth Management | 9.33% | Add +7.3% | 1,689,593 | $625.2M |
| Cambridge Associates LLC /Ma/ | 8.97% | Reduce -2.1% | 1,678,930 | $621.3M |
| FMR LLC | 0.03% | Add +7.8% | 1,601,947 | $592.8M |
| Mercer Global Advisors Inc. | 0.70% | Reduce -25.7% | 1,539,100 | $569.5M |
| AQR Capital Management | 0.20% | Add +9.8% | 1,527,733 | $565.3M |
| State of Tennessee, Department of Treasury | 1.67% | Reduce -7.6% | 1,514,680 | $560.5M |
| Patriot Investment Management Group, Inc. | 31.49% | Add +0.1% | 1,467,704 | $543.1M |
| Foster Group, Inc. | 13.91% | Add +1.3% | 1,414,063 | $523.3M |
| Empower Advisory Group, LLC | 1.22% | Add +5.9% | 1,378,311 | $510.0M |
| Vanguard National Trust Co | 27.28% | Add +3.0% | 1,352,828 | $500.6M |
| Assetmark, Inc. | 0.83% | Add +25.9% | 1,301,970 | $481.8M |
| Wealthspire Advisors, LLC | 2.65% | Add +34.9% | 1,299,198 | $480.8M |
| Moss Adams Wealth Advisors LLC | 30.00% | Add +3.0% | 1,297,507 | $480.1M |
| Plancorp, LLC | 10.78% | Add +6.7% | 1,194,717 | $441.8M |
| BlackRock, Inc. | 0.01% | Add +10.0% | 1,190,852 | $440.7M |
| MAI Capital Management | 1.67% | Add +129.7% | 1,183,594 | $438.0M |
| Elm Partners Management LLC | 15.49% | Add +21.5% | 1,166,423 | $431.6M |
| Private Advisor Group, LLC | 1.96% | Reduce -1.7% | 1,155,248 | $427.5M |
| Quantinno Capital Management LP | 0.51% | Add +28.1% | 1,152,531 | $426.5M |
| Rockefeller Capital Management L.P. | 0.65% | Add +4.3% | 1,150,345 | $425.7M |
| Truepoint, Inc. | 8.86% | Reduce -2.6% | 1,147,607 | $424.7M |
| Vista Capital Partners, Inc. | 36.89% | Add +2.0% | 1,140,030 | $421.9M |
| West Virginia University Foundation, Inc | 33.68% | Reduce -45.0% | 1,114,202 | $412.3M |
| Jones Financial Companies LLLP | 0.16% | Add +44.4% | 1,116,824 | $404.9M |
| Sageworth Trust Co | 15.88% | Reduce -3.2% | 1,089,282 | $403.1M |
| Prime Capital Investment Advisors, LLC | 3.82% | Reduce -1.8% | 1,064,003 | $393.7M |
| Symetra Investment Management Co | 34.18% | Reduce -14.3% | 1,056,900 | $391.1M |
| Norinchukin Bank, The | 3.76% | Add +22.9% | 1,045,000 | $386.7M |
| Wealthcare Capital Management LLC | 36.40% | Reduce -4.5% | 1,036,575 | $383.6M |
| Ieq Capital, LLC | 1.76% | Reduce -15.2% | 1,033,118 | $382.3M |
| Beacon Pointe Advisors, LLC | 1.70% | Reduce -3.6% | 989,592 | $366.2M |
| Capstone Financial Advisors, Inc. | 17.83% | Add +2.0% | 988,799 | $365.9M |
| Bank of Montreal | 0.13% | Add +1.1% | 980,579 | $362.9M |
| Baird Financial Group, Inc. | 0.49% | Add +5.6% | 954,429 | $353.2M |
| Pathstone Holdings, LLC | 1.00% | Add +11.6% | 929,387 | $343.9M |
| Cresset Asset Management, LLC | 1.22% | Add +5.4% | 907,143 | $335.7M |
| Caprock Group, LLC | 6.29% | Reduce -0.5% | 886,893 | $328.1M |
| Gibson Capital, LLC | 51.27% | Reduce -0.8% | 844,461 | $312.5M |
| Captrust Financial Advisors | 0.47% | Add +2.7% | 821,182 | $303.9M |
| Northwestern Mutual Wealth Management Co. | 0.16% | Add +0.3% | 820,003 | $303.4M |
| Lincoln National Corp. | 7.75% | Reduce -1.0% | 817,971 | $302.7M |
| Vestmark Advisory Solutions, Inc. | 2.80% | Reduce -0.1% | 806,052 | $298.3M |
| Truist Financial Corp. | 0.36% | Reduce -0.9% | 803,352 | $297.3M |
| First Business Financial Services, Inc. | 22.81% | Reduce -0.3% | 794,853 | $294.1M |
| Laird Norton Wetherby Trust Company, LLC | 5.58% | Reduce -0.5% | 785,489 | $290.7M |
| Verus Financial Partners, Inc. | 24.83% | Add +1.3% | 784,245 | $290.2M |
| Hardy Reed LLC | 18.58% | Add +1.5% | 782,023 | $289.4M |
| Cabot-Wellington, LLC | 75.21% | Reduce -1.0% | 771,402 | $285.4M |
| Oxford Financial Group, LTD. LLC | 14.30% | Reduce -1.5% | 762,716 | $282.2M |
| N.E.W. Advisory Services LLC | 18.78% | Reduce -0.1% | 758,657 | $280.7M |
| Kestra Advisory Services, LLC | 0.90% | Add +2.1% | 755,897 | $279.7M |
| Stifel Financial Corp. | 0.23% | Add +1.6% | 750,859 | $277.9M |
| Apella Capital, LLC | 3.88% | Add +1.8% | 743,141 | $274.7M |
| Obermeyer Wealth Partners | 10.96% | Add +20.3% | 723,980 | $267.9M |
| Rebalance, LLC | 13.64% | Reduce -5.0% | 703,210 | $260.2M |
| Wealth Enhancement Advisory Services, LLC | 0.43% | Add +7.1% | 727,165 | $257.9M |
| Trilogy Capital Inc. | 9.97% | Add +1.3% | 691,187 | $255.8M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.87% | Reduce -1.4% | 685,831 | $253.8M |
| Sei Investments Co. | 0.22% | Add +3.0% | 681,516 | $252.2M |
| Boston Standard Wealth Management, LLC | 35.86% | Reduce -0.1% | 667,332 | $247.2M |
| Stephens Inc. | 2.73% | Add +0.3% | 659,346 | $244.0M |
| Tanglewood Wealth Management, Inc. | 20.35% | Add +8.8% | 646,444 | $239.2M |
| Orion Porfolio Solutions, LLC | 1.79% | Add +0.2% | 631,071 | $233.5M |
| Cardinal Point Capital Management ULC | 12.98% | Add +1.2% | 619,030 | $229.1M |
| Focus Partners Advisor Solutions, LLC | 1.93% | Add +3.5% | 616,844 | $228.3M |
| Investure, LLC | 13.93% | Reduce -6.7% | 602,613 | $223.0M |
| Waverly Advisors, LLC | 1.29% | Add +79.2% | 599,991 | $222.0M |
| Rainwater Charitable Foundation | 73.75% | Add +51.5% | 598,094 | $221.3M |
| Constellation Investments, Inc. | 6.83% | No change | 587,923 | $217.6M |
| Agf Management Ltd. | 0.85% | Reduce -3.3% | 587,282 | $217.3M |
| Wedmont Private Capital | 5.95% | Add +22.4% | 581,799 | $216.8M |
| Sendero Wealth Management, LLC | 21.42% | Reduce -0.1% | 581,408 | $215.1M |
| SBI Securities Co., Ltd. | 4.85% | Reduce -0.8% | 576,645 | $213.4M |
| Allen Investment Management, LLC | 2.49% | Reduce -4.8% | 565,944 | $209.4M |
| Fifth Third Bancorp | 0.34% | Reduce -3.3% | 558,463 | $206.7M |
| Briaud Financial Planning Inc | 54.14% | Add +3.2% | 556,358 | $205.9M |
| Oakwell Private Wealth Management, LLC | 33.77% | Reduce -5.7% | 550,435 | $203.7M |
| Zhang Financial LLC | 5.95% | Reduce -2.4% | 550,162 | $203.6M |
| Chai Trust Co. LLC | 13.86% | Add +0.6% | 544,714 | $201.6M |
| Joel Isaacson & Co., LLC | 5.73% | Add +1.9% | 534,699 | $197.9M |
| Beacon Investment Advisory Services, Inc. | 7.30% | Reduce -1.0% | 530,893 | $196.5M |
| MML Investors Services, LLC | 0.40% | Add +16.1% | 529,078 | $195.8M |
| Blair William & Co. | 0.51% | Add +41.9% | 528,525 | $195.6M |
| Moneta Group Investment Advisors LLC | 1.45% | Reduce -0.2% | 528,434 | $195.5M |
| Compass Ion Advisors, LLC | 16.47% | Add +0.3% | 516,287 | $191.0M |
| Glenmede Trust Co. NA | 0.84% | Add +1.2% | 515,480 | $190.7M |
| Topsail Wealth Management, LLC | 23.96% | Reduce -0.1% | 506,930 | $187.6M |
| Envestnet Portfolio Solutions, Inc. | 0.89% | Add +1.7% | 504,889 | $186.8M |
| Mission Wealth Management, LP | 2.32% | Add +48.3% | 502,084 | $185.8M |
| AlTi Global, Inc. | 3.78% | Reduce -1.3% | 494,367 | $183.1M |
| CoreCap Advisors, LLC | 5.25% | Add +4.1% | 481,241 | $178.1M |
| Gallagher Fiduciary Advisors, LLC | 5.86% | Reduce -99.7% | 481,191 | $178.1M |
| Legacy Private Trust Co. | 9.74% | Reduce -3.3% | 471,133 | $174.3M |
| Diversified Portfolios, Inc. | 12.42% | Add +1.1% | 462,767 | $171.2M |
| Alps Advisors Inc. | 0.80% | Reduce -6.9% | 462,607 | $171.2M |
| Arax Advisory Partners | 1.13% | Add +142.6% | 461,612 | $170.8M |
| RW Investment Management LLC | 14.97% | Reduce -1.1% | 460,902 | $170.6M |
| Towneley Capital Management, Inc / DE | 33.25% | Reduce -1.2% | 457,869 | $169.4M |
| Roble, Belko & Company, Inc | 18.10% | Add +4.9% | 452,490 | $167.4M |
| Beacon Wealthcare LLC | 53.31% | Reduce -0.5% | 449,575 | $166.4M |
| Cardiff Park Advisors, LLC | 12.75% | Reduce -7.3% | 443,581 | $164.1M |
| Lido Advisors, LLC | 0.58% | Reduce -3.0% | 437,760 | $162.0M |
| Sage Mountain Advisors LLC | 9.84% | Add +3.4% | 432,445 | $160.0M |
| Gleason Group, Inc. | 13.95% | Add +0.4% | 431,824 | $159.8M |
| CIBC Bancorp USA Inc. | 0.20% | Add +7.5% | 430,729 | $159.6M |
| Turim 21 Investimentos Ltda. | 25.48% | Add +3.4% | 209,279 | $156.3M |
| NewEdge Advisors, LLC | 0.46% | Add +10.2% | 420,754 | $155.7M |
| D'Orazio & Associates, Inc. | 17.89% | Add +0.9% | 417,676 | $154.6M |
| Golden Reserve Retirement LLC | 23.92% | Add +3.3% | 410,464 | $151.9M |
| D.A. Davidson & Co. | 0.84% | Add +0.3% | 408,802 | $151.3M |
| Wealthcare Advisory Partners LLC | 2.80% | Reduce -3.1% | 398,442 | $147.4M |
| Equitable Holdings, Inc. | 0.88% | Add +0.9% | 396,816 | $146.8M |
| HUB Investment Partners, LLC | 2.70% | Add +10.1% | 396,671 | $146.8M |
| Astoria Strategic Wealth, Inc. | 33.11% | Add +0.2% | 391,737 | $145.0M |
| Citigroup Inc. | 0.07% | Add +3.6% | 387,389 | $143.3M |
| Avalon Advisory Group | 52.66% | Reduce -0.7% | 385,356 | $142.6M |
| BIP Wealth, LLC | 4.00% | Add +13.8% | 380,548 | $140.8M |
| NewSquare Capital LLC | 10.43% | Add +4.0% | 379,249 | $140.3M |
| Pinnacle Associates Ltd. | 1.53% | Add +2.7% | 378,423 | $140.0M |
| Commerce Bank | 0.60% | Add +29.9% | 370,029 | $136.9M |
| VestGen Advisors, LLC | 4.02% | Reduce -45.3% | 369,801 | $136.8M |
| Revolve Wealth Partners, LLC | 13.93% | Add +1.7% | 361,842 | $133.9M |
| Seaside Wealth Management, Inc. | 32.99% | Add +1.5% | 360,681 | $133.5M |
| Clearstead Advisors, LLC | 1.24% | Reduce -34.6% | 354,872 | $131.3M |
| Financial Engines Advisors L.L.C. | 0.23% | Reduce -2.3% | 352,010 | $130.3M |
| Modern Wealth Management, LLC | 1.54% | Add +17.4% | 349,601 | $129.4M |
| Heck Capital Advisors, LLC | 7.72% | Reduce -0.3% | 349,207 | $129.2M |
| Stuart Investment Advisors, Inc. | 51.46% | Add +2.3% | 345,764 | $127.9M |
| Lhm, Inc. | 42.84% | Add +0.7% | 339,336 | $125.6M |
| GeoWealth Management, LLC | 3.94% | Add +0.2% | 338,170 | $125.1M |
| Bell Bank | 4.77% | Reduce -1.0% | 338,086 | $125.1M |
| Busey Bank | 3.02% | Add +0.3% | 336,136 | $124.4M |
| Stash Investments, LLC | 39.82% | Add +3.9% | 333,819 | $123.5M |
| Landaas & Co. /Wi | 22.46% | Reduce -0.6% | 333,669 | $123.5M |
| Neuberger Berman Group LLC | 0.08% | Add +1668.7% | 326,788 | $120.9M |
| Segment Wealth Management, LLC | 6.27% | Add +1.9% | 326,748 | $120.9M |
| Kinsale Capital Group, Inc. | 16.01% | No change | 326,312 | $120.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Reduce -4.4% | 324,521 | $120.1M |
| First National Bank & Trust Co. of Newtown | 24.36% | Reduce -6.4% | 325,363 | $119.8M |
| HRT Financial LP | 0.22% | Reduce -6.7% | 323,560 | $119.7M |
| Alliancebernstein L.P. | 0.04% | Add +4.8% | 366,069 | $117.4M |
| Global Endowment Management, LP | 11.90% | Reduce -5.1% | 317,307 | $117.4M |
| Omnia Family Wealth, LLC | 31.32% | Reduce -2.4% | 315,802 | $116.9M |
| SAM Advisors, LLC | 31.88% | Add +1.8% | 315,641 | $116.8M |
| Regions Financial Corp. | 0.69% | Reduce -2.1% | 314,243 | $116.3M |
| Prospera Capital Management, LLC | 36.27% | Add +28.5% | 311,472 | $116.0M |
| Yarbrough Capital, LLC | 3.44% | No change | 310,912 | $115.0M |
| Composition Wealth, LLC | 1.34% | Add +0.9% | 307,840 | $113.9M |
| CENTRAL TRUST Co | 2.06% | Reduce -1.9% | 307,189 | $113.7M |
| Cliffwater LLC | 28.29% | Reduce -4.5% | 307,085 | $113.6M |
| Mather Group, Llc. | 0.99% | Reduce -2.0% | 306,490 | $113.4M |
| Bank of Hawaii | 5.56% | Reduce -4.2% | 304,458 | $112.7M |
| &partners | 0.46% | Add +16.4% | 300,858 | $111.3M |
| EP Wealth Advisors, LLC | 0.42% | Add +12.5% | 298,954 | $110.6M |
| Fund Evaluation Group, LLC | 2.96% | Add +0.1% | 296,485 | $109.7M |
| Luminvest Wealth Management LLC | 25.41% | Add +3.1% | 296,405 | $109.4M |
| Brighton Jones LLC | 2.03% | Add +1.5% | 295,175 | $109.2M |
| Bessemer Group Inc. | 0.15% | Add +0.3% | 291,592 | $107.9M |
| Merit Financial Group, LLC | 0.67% | Add +5.3% | 290,722 | $107.6M |
| Concurrent Investment Advisors, LLC | 0.92% | Add +65.4% | 290,150 | $107.4M |
| Victory Capital Management Inc. | 0.06% | Reduce -19.7% | 287,863 | $106.5M |
| Cherrydale Wealth Management, LLC | 27.75% | Add +2.5% | 286,619 | $106.1M |
| Zions Bancorporation, National Association | 6.31% | Reduce -9.2% | 284,920 | $105.4M |
| AMG National Trust Bank | 2.16% | Reduce -2.5% | 283,126 | $104.8M |
| First National Bank of Omaha | 2.92% | Reduce -1.1% | 281,754 | $103.5M |
| Janney Montgomery Scott LLC | 0.20% | Add +20.1% | 277,167 | $102.6M |
| GP Brinson Investments LLC | 41.67% | No change | 275,843 | $102.1M |
| AEGON USA Investment Management, LLC | 88.37% | Reduce -1.8% | 274,915 | $101.7M |
| GSG Advisors LLC | 22.39% | Add +0.6% | 274,889 | $101.7M |
| Basecamp Wealth Advisors LLC | 18.65% | Reduce -1.6% | 270,908 | $100.2M |
| SYM FINANCIAL Corp | 8.02% | Reduce -2.6% | 269,521 | $99.7M |
| Sunesis Advisors, LLC | 40.27% | Reduce -1.3% | 263,225 | $97.4M |
| Circle Wealth Management, LLC | 1.21% | Add +0.6% | 260,552 | $96.4M |
| Becker Capital Management Inc. | 2.59% | Reduce -5.4% | 260,219 | $96.3M |
| AllGen Financial Advisors, Inc. | 20.92% | Reduce -6.0% | 258,950 | $95.8M |
| Bridgewater Advisors Inc. | 5.21% | Add +6.8% | 255,661 | $95.6M |
| Baker Avenue Asset Management, LP | 1.81% | Reduce -0.9% | 257,670 | $95.3M |
| Garde Capital, Inc. | 4.26% | Reduce -0.5% | 257,161 | $95.2M |
| TD Capital Management LLC | 7.70% | Reduce -1.2% | 254,520 | $94.2M |
| LaSalle St. Investment Advisors, LLC | 11.42% | Add +0.1% | 252,521 | $93.4M |
| Shade Tree Advisors LLC | 54.36% | Reduce -0.9% | 252,227 | $93.3M |
| Operose Advisors LLC | 17.61% | Reduce -0.1% | 246,202 | $91.1M |
| Regent Peak Wealth Advisors LLC | 16.87% | Add +0.7% | 246,181 | $91.1M |
| Pinnacle Financial Partners, Inc. | 0.62% | Reduce -12.4% | 246,024 | $91.0M |
| Independence Asset Advisors, LLC | 23.62% | Add +397.2% | 245,018 | $90.7M |
| Ellevest, Inc. | 10.63% | Add +174.9% | 643,347 | $90.1M |
| Northstar Group, Inc. | 11.97% | Add +1.2% | 242,961 | $89.9M |
| Hassell Wealth Management, LLC | 27.55% | Add +2.2% | 243,871 | $89.8M |
| Atria Investments, Inc | 0.90% | Add +44.5% | 242,650 | $89.8M |
| Raffa Wealth Management, LLC | 11.25% | Add +37.3% | 241,262 | $89.3M |
| Haverford Trust Co | 0.76% | Reduce -1.5% | 239,434 | $88.6M |
| Affiance Financial, LLC | 12.64% | Add +4.2% | 237,334 | $87.8M |
| Stratos Wealth Partners, LTD. | 0.86% | Add +2.2% | 230,371 | $85.2M |
| GuidedMoney, LLC | 39.14% | Reduce -2.3% | 228,524 | $84.6M |
| Nadler Financial Group, Inc. | 7.17% | Reduce -0.4% | 228,450 | $84.5M |
| Wilmington Savings Fund Society, FSB | 1.88% | Reduce -1.6% | 228,134 | $84.4M |
| Tidal Investments LLC | 0.20% | Reduce -0.7% | 227,412 | $84.2M |
| Nicholas Hoffman & Company, LLC. | 1.77% | Reduce -0.0% | 226,308 | $83.7M |
| OneDigital Investment Advisors LLC | 0.70% | Add +14.8% | 224,961 | $83.2M |
| Abacus Planning Group, Inc. | 10.22% | Add +1.1% | 223,439 | $82.7M |
| Advisory Services Network, LLC | 0.93% | Add +2.2% | 221,264 | $81.9M |
| Twin Focus Capital Partners, LLC | 8.32% | Add +2.7% | 220,854 | $81.7M |
| Libra Wealth LLC | 20.88% | Add +0.7% | 220,794 | $81.7M |
| Steward Partners Investment Advisory, LLC | 0.42% | Add +3.3% | 220,768 | $81.7M |
| Baker Ellis Asset Management LLC | 8.37% | Reduce -1.8% | 218,064 | $80.7M |
| Hirtle & Co., LLC | 2.80% | Add +0.6% | 216,487 | $80.1M |
| Park Avenue Securities LLC | 0.50% | Add +0.4% | 214,927 | $79.5M |
| ETF Portfolio Partners, Inc. | 18.65% | Reduce -0.9% | 211,886 | $78.4M |
| WBH Advisory Inc. | 5.24% | Reduce -1.5% | 210,936 | $78.1M |
| Obsido Oy | 41.69% | Add +1.7% | 210,709 | $78.0M |
| Choreo, LLC | 0.85% | Add +0.3% | 210,467 | $77.9M |
| Asset Allocation & Management Company, LLC | 25.38% | Reduce -0.5% | 209,161 | $77.4M |
| Howe & Rusling Inc. | 4.47% | Add +8.1% | 208,470 | $77.1M |
| First Bank & Trust | 11.34% | Reduce -1.9% | 208,332 | $77.1M |
| Evensky & Katz LLC | 3.97% | Reduce -3.6% | 207,968 | $77.0M |
| Tanager Wealth Management LLP | 6.65% | Reduce -0.2% | 206,445 | $76.4M |
| REAP Financial Group, LLC | 12.77% | Add +12.7% | 202,074 | $74.8M |
| Sanctuary Advisors, LLC | 0.35% | Add +65.5% | 201,909 | $74.7M |
| Nuveen, LLC | 0.02% | Add +9.7% | 201,578 | $74.6M |
| Cedar Wealth Management, LLC | 19.09% | Reduce -0.2% | 200,645 | $74.2M |
| Arlington Trust Co LLC | 6.13% | Add +1.1% | 195,998 | $72.5M |
| Bailard, Inc. | 1.47% | Reduce -1.8% | 195,704 | $72.4M |
| Unconventional Investor, LLC | 29.88% | Reduce -6.1% | 195,196 | $72.2M |
| Winthrop Advisory Group LLC | 4.84% | Add +2.2% | 194,227 | $71.9M |
| Manske Wealth Management | 17.55% | Add +2.9% | 190,946 | $70.7M |
| Gotham Asset Management | 0.16% | Reduce -8.1% | 190,878 | $70.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.93% | Add +9.1% | 190,730 | $70.6M |
| Smith, Moore & Co. | 4.57% | Add +0.4% | 189,875 | $70.3M |
| SWF LLC | 4.68% | New | 188,907 | $69.9M |
| Vise Technologies, Inc. | 0.79% | Add +46.6% | 188,858 | $69.9M |
| Choate Investment Advisors | 1.22% | Add +10.2% | 187,376 | $69.3M |
| Pinnacle Wealth Management Advisory Group, LLC | 4.11% | Add +1.6% | 186,460 | $69.0M |
| North Star Asset Management Inc. | 2.71% | Reduce -0.1% | 186,279 | $68.9M |
| Level Wealth Management LLC | 27.60% | Add +9.3% | 186,228 | $68.9M |
| Integrated Wealth Concepts LLC | 0.45% | Add +0.0% | 185,669 | $68.7M |
| Hanover Advisors Inc. | 24.36% | Reduce -0.8% | 182,764 | $67.6M |
| Procyon Advisors, LLC | 2.90% | Reduce -0.3% | 181,555 | $67.2M |
| Magnolia Wealth Management, LLC | 35.11% | Add +1.5% | 181,284 | $67.1M |
| Allegiance Financial Group Advisory Services LLC | 11.54% | Add +10.0% | 180,147 | $66.7M |
| Kearns & Associates LLC | 30.48% | Add +1.6% | 176,416 | $65.3M |
| Main Street Financial Solutions, LLC | 4.17% | Reduce -7.5% | 175,649 | $65.0M |
| Everhart Financial Group, Inc. | 4.14% | Reduce -2.9% | 174,721 | $64.7M |
| Rwa Wealth Partners, LLC | 0.62% | Add +4.1% | 174,641 | $64.6M |
| BostonPremier Wealth LLC | 27.42% | Add +2.8% | 174,496 | $64.6M |
| Independent Order of Foresters | 62.64% | Reduce -18.7% | 173,815 | $64.3M |
| Wrenne Financial Planning LLC | 21.65% | Add +2.4% | 173,215 | $64.1M |
| Greenline Partners, LLC | 6.52% | Reduce -0.4% | 173,125 | $64.1M |
| Modera Wealth Management, LLC | 0.68% | Add +1.0% | 173,056 | $64.0M |
| Battery Global Advisors, LLC | 31.61% | Reduce -2.8% | 170,698 | $63.2M |
| Quaker Wealth Management, LLC | 18.25% | Add +0.6% | 169,447 | $62.7M |
| Principal Securities, Inc. | 0.75% | Reduce -1.0% | 168,597 | $62.4M |
| Wellspring Financial Advisors, LLC | 4.10% | Reduce -0.1% | 6,157,836 | $62.2M |
| Proffitt & Goodson Inc. | 8.52% | Reduce -3.6% | 167,205 | $61.9M |
| Total Investment Management Inc. | 6.50% | Add +1.0% | 167,556 | $61.7M |
| Tumwater Wealth Management, LLC | 22.22% | Add +1.0% | 166,053 | $61.4M |
| Taiyo Life Insurance Co. | 5.61% | No change | 166,000 | $61.4M |
| Evanson Financial, LLC | 2.99% | — | 165,335 | $61.2M |
| Farther Finance Advisors, LLC | 0.48% | Reduce -26.1% | 164,469 | $60.9M |
| Harbour Investments, Inc. | 0.81% | Add +1.1% | 162,611 | $60.2M |
| NewEdge Wealth, LLC | 0.60% | Add +3.2% | 160,346 | $59.3M |
| Smith & Howard Wealth Management, LLC | 12.11% | Reduce -0.4% | 159,097 | $58.9M |
| Bartlett & Co. Wealth Management LLC | 0.74% | Reduce -0.7% | 159,072 | $58.9M |
| Opus Investment Management Inc. | 32.08% | No change | 158,711 | $58.7M |
| Brookwood Investment Group LLC | 6.74% | Add +1.4% | 156,904 | $58.1M |
| Flputnam Investment Management Co. | 0.68% | Reduce -2.2% | 154,859 | $57.3M |
| Equita Financial Network, Inc. | 15.87% | Add +2.5% | 154,472 | $57.2M |
| Family CFO Inc | 21.94% | Reduce -0.2% | 154,081 | $57.0M |
| Invst, LLC | 5.55% | Reduce -4.6% | 153,853 | $56.9M |
| Principal Financial Group Inc. | 0.03% | Add +4.4% | 153,473 | $56.8M |
| Johnson Financial Group, LLC | 3.06% | Reduce -0.5% | 153,392 | $56.8M |
| Bleakley Financial Group, LLC | 0.72% | Add +27.0% | 152,931 | $56.6M |
| Ashford Advisors, LLC | 11.65% | Reduce -3.0% | 152,610 | $56.5M |
| WealthPlan Investment Management, LLC | 2.80% | Reduce -2.6% | 152,268 | $56.3M |
| Parallel Advisors, LLC | 0.86% | Reduce -1.1% | 152,201 | $56.3M |
| Altus Wealth Management, LLC | 21.57% | Add +0.7% | 151,443 | $56.0M |
| MorganRosel Wealth Management, LLC | 18.87% | Add +1.1% | 151,049 | $55.9M |
| Wood Tarver Financial Group, LLC | 13.18% | Add +3.2% | 150,917 | $55.8M |
| Arkadios Wealth Advisors | 0.85% | Reduce -4.5% | 150,267 | $55.6M |
| Aberdeen Wealth Management LLC | 26.55% | Reduce -2.3% | 149,495 | $55.3M |
| Pennington Partners & Co., LLC | 17.66% | Reduce -19.3% | 148,980 | $55.1M |
| Robertson Stephens Wealth Management, LLC | 1.35% | Add +4.7% | 147,726 | $54.7M |
| Seeds Investor LLC | 5.60% | Add +4.7% | 147,295 | $54.5M |
| Pure Financial Advisors, LLC | 0.70% | Add +0.9% | 146,944 | $54.4M |
| Baron Silver Stevens Financial Advisors, LLC | 6.84% | Reduce -0.8% | 145,696 | $53.9M |
| Franklin Resources Inc. | 0.01% | Add +7.7% | 145,657 | $53.9M |
| Independent Financial Group, LLC | 1.01% | Add +4.3% | 145,608 | $53.9M |
| JMG Financial Group, Ltd. | 1.30% | Reduce -3.2% | 145,598 | $53.9M |
| Optas, LLC | 7.48% | Add +3.4% | 144,214 | $53.4M |
| Morningstar Investment Management LLC | 3.27% | No change | 165,190 | $53.0M |
| Wick Capital Partners, LLC | 7.96% | Add +9.4% | 147,295 | $52.8M |
| National Philanthropic Trust | 0.76% | Reduce -1.3% | 142,520 | $52.7M |
| jvl associates llc | 14.96% | Reduce -0.8% | 142,495 | $52.7M |
| J.W. Cole Advisors, Inc. | 0.90% | New | 142,428 | $52.7M |
| Brooklyn FI, LLC | 9.67% | Add +4.0% | 142,919 | $52.7M |
| North Star Investment Management Corp. | 2.86% | Reduce -1.3% | 142,204 | $52.6M |
| Rosenberg Matthew Hamilton | 9.66% | Reduce -1.0% | 140,063 | $51.8M |
| Gibson Wealth Advisors LLC | 32.26% | Reduce -0.5% | 139,687 | $51.7M |
| Red Wave Investments LLC | 13.04% | Add +3.0% | 138,620 | $51.3M |
| Diversified Trust Co. | 0.82% | Reduce -14.7% | 138,287 | $51.2M |
| Chicago Partners Investment Group LLC | 1.02% | Add +9.6% | 140,126 | $51.1M |
| Briggs Wealth Management, Inc | 46.36% | Reduce -1.1% | 137,237 | $50.8M |
| Two Sigma Investments, LP | 0.04% | Reduce -75.4% | 136,039 | $50.3M |
| First Western Trust Bank | 2.45% | Add +0.4% | 135,734 | $50.2M |
| IFG Advisory, LLC | 1.76% | Add +467903.5% | 135,721 | $50.2M |
| Nisa Investment Advisors, LLC | 0.16% | Add +0.1% | 135,614 | $50.2M |
| White Wing Wealth Management | 26.09% | Add +0.8% | 135,161 | $50.0M |
| AlphaCore Capital LLC | 0.92% | Add +25.0% | 135,148 | $50.0M |
| Tennessee Valley Asset Management Partners | 5.50% | Reduce -0.5% | 134,818 | $49.9M |
| Cypress Capital, LLC | 13.53% | Reduce -2.7% | 134,808 | $49.9M |
| Michael & Susan Dell Foundation | 1.31% | No change | 134,575 | $49.8M |
| Valmark Advisers, Inc. | 0.53% | Add +1.1% | 134,361 | $49.7M |
| Balentine LLC | 1.77% | Add +1.0% | 134,282 | $49.7M |
| Proficio Capital Partners LLC | 1.78% | Add +45.8% | 134,037 | $49.6M |
| CGN Advisors LLC | 3.60% | Add +3.8% | 133,385 | $49.4M |
| Navigation Group, LLC | 9.55% | Reduce -0.4% | 132,663 | $49.1M |
| Gross & Hartman Investments LLC | 21.65% | Add +0.2% | 132,463 | $49.0M |
| Cerity Partners Retirement Plan Advisors LLC | 20.45% | Reduce -9.2% | 133,330 | $48.9M |
| Linscomb Wealth, Inc. | 2.11% | Reduce -6.4% | 131,648 | $48.7M |
| Flagship Harbor Advisors, LLC | 1.86% | Reduce -0.8% | 131,409 | $48.6M |
| Morling Financial Advisors, LLC | 13.54% | Add +1.8% | 131,326 | $48.6M |
| Capitol Family Office, Inc. | 51.15% | Add +1.9% | 130,889 | $48.4M |
| New England Private Wealth Advisors LLC | 4.67% | Add +1.4% | 132,573 | $48.4M |
| Pacific Center for Financial Services | 10.76% | Add +0.3% | 130,284 | $48.2M |
| Mallini Complete Financial Planning LLC | 38.07% | Reduce -3.0% | 129,847 | $48.0M |
| Cary Street Partners Financial LLC | 1.05% | Add +1.6% | 129,334 | $47.9M |
| Bfsg, LLC | 4.25% | Add +2.3% | 129,234 | $47.8M |
| Beacon Capital Management, LLC | 6.96% | Reduce -15.2% | 128,327 | $47.5M |
| BWM Planning, LLC | 10.99% | Add +5.5% | 128,127 | $47.4M |
| Guardsman Private Capital Management, Inc. | 33.21% | Reduce -0.4% | 128,055 | $47.4M |
| First PREMIER Bank | 7.54% | Add +16.3% | 126,010 | $46.6M |
| United Capital Financial Advisors, LLC | 0.26% | Add +1.3% | 125,678 | $46.5M |
| Leonard Rickey Investment Advisors P.L.L.C. | 7.30% | Add +34.6% | 125,610 | $46.5M |
| Prentice Wealth Management LLC | 9.57% | Add +1.9% | 125,259 | $46.4M |
| VERITY Wealth Advisors | 27.81% | Reduce -1.5% | 124,452 | $46.1M |
| Liberty Capital Management, Inc. | 7.88% | — | 123,891 | $45.8M |
| Ameritas Advisory Services, LLC | 0.93% | Add +120.3% | 123,780 | $45.8M |
| Coldstream Capital Management Inc. | 0.58% | Reduce -17.7% | 123,510 | $45.7M |
| PFG Advisors | 2.30% | Reduce -18.0% | 123,326 | $45.6M |
| O'shaughnessy Asset Management, LLC | 0.21% | Add +4.0% | 123,311 | $45.6M |
| Cozad Asset Management Inc. | 2.95% | Reduce -0.8% | 123,213 | $45.6M |
| Root Financial Partners, LLC | 1.76% | Add +2.5% | 122,124 | $45.2M |
| Penney Financial, LLC | 15.79% | Reduce -5.0% | 122,064 | $45.2M |
| Keystone Financial Group | 2.68% | Add +0.6% | 122,055 | $45.2M |
| One Degree Advisors Inc | 9.96% | Add +6.3% | 120,821 | $44.6M |
| Fifth Third Securities, Inc. | 2.54% | Reduce -0.8% | 120,337 | $44.5M |
| Manuka Financial, LLC | 23.10% | Add +4.9% | 120,269 | $44.5M |
| Tide Cove Capital Partners LLC | 28.79% | Add +0.4% | 116,862 | $44.5M |
| Sterling Wealth Management, Inc. | 11.01% | Reduce -0.9% | 119,686 | $44.3M |
| Foundations Investment Advisors, LLC | 0.45% | Add +18.5% | 118,816 | $44.0M |
| Annex Advisory Services, LLC | 0.75% | Reduce -1.3% | 118,403 | $43.8M |
| Prudent Man Advisors, LLC | 9.93% | Reduce -6.0% | 117,125 | $43.3M |
| Annis Gardner Whiting Capital Advisors, LLC | 6.46% | Reduce -0.0% | 116,320 | $43.0M |
| Lexington Hill Partners, LLC | 20.86% | Add +31.8% | 116,265 | $43.0M |
| Sentinel Trust Co. Lba | 3.80% | Add +14.4% | 115,924 | $42.9M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4.71% | Add +0.6% | 114,793 | $42.5M |
| Roundview Capital LLC | 2.32% | Add +5.0% | 114,717 | $42.5M |
| Connecticut Wealth Management, LLC | 1.57% | Reduce -0.3% | 114,517 | $42.4M |
| Kings Path Partners LLC | 11.22% | Add +21.2% | 114,004 | $42.2M |
| Foundation Wealth Management, LLC\PA | 12.71% | Add +6.5% | 113,838 | $42.1M |
| BCM Advisors, LLC | 8.18% | Add +0.1% | 115,200 | $42.0M |
| OLIO Financial Planning | 10.36% | Reduce -3.3% | 112,899 | $41.8M |
| Breakwater Investment Management | 14.21% | Reduce -4.0% | 112,814 | $41.7M |
| FSM Wealth Advisors, LLC | 4.42% | Add +7.3% | 111,306 | $41.2M |
| Integris Wealth Management, LLC | 8.30% | Add +0.8% | 111,124 | $41.1M |
| XY Planning Network, Inc. | 5.16% | Add +5.2% | 111,109 | $41.1M |
| Stone Loft Wealth Management LLC | 23.32% | Add +4.5% | 110,105 | $41.0M |
| Telos Capital Management, Inc. | 3.59% | Reduce -9.3% | 109,957 | $40.7M |
| Gryphon Financial Partners LLC | 3.65% | Add +0.4% | 109,675 | $40.6M |
| CWA Asset Management Group, LLC | 1.24% | Add +6.8% | 109,459 | $40.5M |
| Clark Asset Management, LLC | 3.17% | Add +2.3% | 109,284 | $40.4M |
| Perigon Wealth Management, LLC | 0.64% | Reduce -1.3% | 108,707 | $40.2M |
| Scissortail Wealth Management, LLC | 7.74% | Add +0.0% | 108,661 | $40.2M |
| Mayport, LLC | 6.23% | Add +15.0% | 108,519 | $40.2M |
| Smithfield Trust Co | 1.59% | Reduce -0.2% | 107,832 | $39.9M |
| Compass Financial Group, INC | 4.57% | Add +3.6% | 107,616 | $39.8M |
| My Personal CFO, LLC | 15.49% | Reduce -1.1% | 107,227 | $39.7M |
| Keybank National Association | 0.13% | Add +12.0% | 107,062 | $39.6M |
| Midwest Trust Co | 0.44% | Add +1.1% | 104,681 | $38.7M |
| SVRN Asset Management, LLC | 19.84% | Add +61.6% | 104,299 | $38.6M |
| Weinberger Asset Management, Inc | 12.37% | Add +0.2% | 104,758 | $38.6M |
| Barrett & Company, Inc. | 10.75% | Add +7.0% | 103,784 | $38.4M |
| Aspiriant, LLC | 0.94% | Add +9.6% | 103,363 | $38.3M |
| Jacobi Capital Management LLC | 1.87% | Add +0.8% | 103,205 | $38.2M |
| KCM Investment Advisors LLC | 1.14% | Reduce -1.3% | 102,977 | $38.1M |
| Axxcess Wealth Management, LLC | 0.60% | Add +0.8% | 102,623 | $38.0M |
| Allspring Global Investments Holdings, LLC | 0.06% | Add +2.9% | 102,645 | $37.9M |
| Altiora Financial Group, LLC | 5.95% | Add +13.3% | 101,977 | $37.7M |
| Manning & Napier Advisors LLC | 0.48% | Add +15.4% | 101,787 | $37.7M |
| Burns J W & Co. Inc. | 3.91% | Add +4.5% | 101,396 | $37.5M |
| Summit Trail Advisors, LLC | 0.47% | Add +13.7% | 100,353 | $37.1M |
| Clarity Wealth Advisors, LLC | 6.54% | Reduce -0.5% | 100,173 | $37.1M |
| Global Retirement Partners, LLC | 0.57% | — | 100,084 | $37.0M |
| Chandler Asset Management, Inc. | 5.16% | Reduce -4.7% | 98,950 | $36.6M |
| Washburn Capital Management, Inc. | 17.96% | Reduce -1.6% | 98,571 | $36.5M |
| Beacon Financial Strategies CORP | 18.12% | Add +1.6% | 98,471 | $36.4M |
| Natixis Advisors, LLC | 0.04% | Add +13.7% | 98,330 | $36.4M |
| GenTrust, LLC | 1.39% | Reduce -5.3% | 97,825 | $36.2M |
| Ashford Capital Management Inc. | 3.85% | Add +1.5% | 97,062 | $35.9M |
| Blankinship & Foster, LLC | 7.25% | Reduce -1.1% | 97,034 | $35.9M |
| Woodmont Investment Counsel LLC | 1.94% | Add +1.6% | 96,017 | $35.5M |
| David Kennon Inc | 11.73% | Reduce -3.6% | 95,930 | $35.5M |
| Capital Advisors, Ltd. LLC | 3.58% | Add +2.3% | 95,918 | $35.5M |
| Safe Harbor Family Capital, LLC | 23.61% | Reduce -0.4% | 95,475 | $35.3M |
| Sax Wealth Advisors, LLC | 1.43% | Add +210.3% | 109,535 | $35.1M |
| Frank, Rimerman Advisors LLC | 1.98% | Reduce -2.1% | 94,520 | $35.0M |
| HBK Sorce Advisory LLC | 0.68% | Reduce -0.1% | 91,793 | $34.8M |
| Renaissance Technologies | 0.05% | New | 93,880 | $34.7M |
| Clear Harbor Asset Management, LLC | 2.16% | Add +2.0% | 93,371 | $34.6M |
| Satovsky Asset Management LLC | 5.50% | Add +4.6% | 93,215 | $34.5M |
| Savvy Advisors, Inc. | 0.73% | Add +7.2% | 92,755 | $34.3M |
| National Bank of Canada | 0.03% | Add +26.9% | 92,680 | $34.3M |
| Peak Financial Management, Inc. | 7.80% | Reduce -0.8% | 91,750 | $34.0M |
| EverSource Wealth Advisors, LLC | 1.13% | Reduce -25.3% | 90,866 | $33.6M |
| KOM Wealth Management Group, LLC | 20.17% | Add +0.0% | 90,206 | $33.4M |
| Mutual Advisors, LLC | 0.63% | Add +2.5% | 89,671 | $33.2M |
| Advyzon Investment Management, LLC | 2.38% | Reduce -14.9% | 88,706 | $32.8M |
| Bricktown Capital, LLC | 5.91% | Add +28.3% | 88,400 | $32.7M |
| World Investment Advisors | 0.54% | Reduce -3.0% | 97,232 | $32.6M |
| Great Diamond Partners, LLC | 5.60% | Add +2.0% | 87,989 | $32.6M |
| Crescent Grove Advisors, LLC | 2.75% | Add +0.2% | 87,864 | $32.5M |
| B&D White Capital Company, LLC | 3.23% | Reduce -12.7% | 87,825 | $32.5M |
| Burrus Financial Services, Inc. | 14.04% | Reduce -2.2% | 87,378 | $32.3M |
| Continuum Advisory, LLC | 2.61% | Add +3.1% | 87,096 | $32.2M |
| Retirement Capital Strategies | 11.16% | Reduce -0.8% | 86,877 | $32.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.47% | Add +11.8% | 86,300 | $31.9M |
| Horizon Wealth Management, LLC | 4.04% | Reduce -0.1% | 85,605 | $31.7M |
| Discipline Wealth Solutions, LLC | 2.76% | Add +27.1% | 85,474 | $31.6M |
| Principle Wealth Partners LLC | 1.56% | Add +0.4% | 85,269 | $31.6M |
| MRWM Advisors, LLC | 12.95% | Add +1.7% | 85,151 | $31.5M |
| Cordant, Inc. | 11.32% | Add +2.8% | 84,909 | $31.4M |
| Trellis Wealth Advisors LLC | 10.75% | Reduce -0.1% | 84,658 | $31.3M |
| Ogorek Anthony Joseph /NY/ | 7.78% | Add +0.1% | 84,645 | $31.3M |
| Amicus Financial Advisors, LLC | 7.69% | Reduce -2.1% | 84,581 | $31.3M |
| Cooke Wealth Management, LLC | 25.47% | Reduce -2.1% | 84,052 | $31.1M |
| Prospera Financial Services Inc | 0.45% | Add +5.0% | 83,642 | $31.0M |
| Sharp Wealth Advisory, LLC | 14.23% | Add +2804.7% | 83,017 | $30.7M |
| Precedent Wealth Partners, LLC | 5.09% | Add +1.9% | 82,664 | $30.6M |
| Great Valley Advisor Group, Inc. | 0.48% | Reduce -1.4% | 82,483 | $30.5M |
| AdvisorNet Financial, Inc | 1.39% | Add +1.3% | 82,386 | $30.5M |
| Venture Visionary Partners LLC | 0.85% | Add +0.7% | 82,317 | $30.5M |
| Latigo Investments, LLC | 13.33% | No change | 80,845 | $29.9M |
| Washington Capital Management, Inc. | 19.76% | Reduce -6.6% | 80,749 | $29.9M |
| Freestone Capital Holdings, LLC | 0.78% | Add +17.4% | 80,736 | $29.9M |
| Firestone Capital Management | 5.56% | Add +3.3% | 80,624 | $29.8M |
| LJI Wealth Management, LLC | 4.17% | Reduce -3.3% | 80,375 | $29.7M |
| Gordian Advisors LLC | 17.48% | Add +3.8% | 80,337 | $29.7M |
| Apollon Wealth Management, LLC | 0.36% | Add +13.2% | 79,744 | $29.5M |
| Pine Ridge Advisers LLC | 1.81% | Reduce -0.3% | 79,214 | $29.3M |
| Mesirow Financial Investment Management, Inc. | 0.46% | Add +2.9% | 79,090 | $29.3M |
| Vernal Point Advisors, LLC | 9.78% | Add +1.8% | 78,259 | $29.0M |
| NorthRock Partners, LLC | 0.42% | Reduce -3.8% | 77,998 | $28.9M |
| Benchmark Financial Wealth Advisors, LLC | 7.12% | Reduce -2.6% | 77,929 | $28.8M |
| Caliber Wealth Management, LLC / KS | 2.78% | Reduce -2.5% | 77,814 | $28.8M |
| Compound Planning, Inc. | 0.75% | Add +0.7% | 77,507 | $28.7M |
| Kestra Private Wealth Services, LLC | 0.31% | Add +8.5% | 77,169 | $28.6M |
| Financial Architects, LLC | 13.69% | Reduce -1.2% | 77,158 | $28.6M |
| Brookstone Capital Management | 0.28% | Reduce -17.4% | 76,368 | $28.3M |
| Northwest Wealth Management, LLC | 3.73% | Reduce -4.0% | 76,318 | $28.2M |
| NORTHSTAR ASSET MANAGEMENT Co | 5.31% | Add +0.5% | 77,290 | $28.2M |
| Lodestar Private Asset Management LLC | 2.42% | Add +3.9% | 75,753 | $28.0M |
| Potomac Fund Management Inc. | 0.71% | New | 75,720 | $28.0M |
| Magnolia Capital Advisors LLC | 4.80% | Add +19.7% | 75,624 | $28.0M |
| Sound Portfolio Advisors, LLC | 19.86% | Add +4.2% | 75,620 | $28.0M |
| Sapient Capital LLC | 0.37% | Reduce -2.5% | 75,618 | $28.0M |
| Mullooly Asset Management, Inc. | 8.60% | Add +1.9% | 75,484 | $27.9M |
| Dakota Wealth Management | 0.53% | Add +2.4% | 75,191 | $27.8M |
| Aspect Partners, LLC | 10.35% | Reduce -4.0% | 74,989 | $27.7M |
| Bucket List Wealth Management, LLC | 13.66% | Add +7.3% | 74,953 | $27.7M |
| Wellington Management Group LLP | 0.00% | Reduce -19.9% | 74,911 | $27.7M |
| Shotwell Rutter Baer Inc | 15.21% | Reduce -1.1% | 74,857 | $27.7M |
| Pacific Park Financial, Inc. | 16.07% | Reduce -15.0% | 74,797 | $27.7M |
| Cresta Advisors, Ltd. | 9.93% | Add +5.5% | 74,775 | $27.7M |
| Define Financial, LLC | 12.70% | Add +3.2% | 74,719 | $27.6M |
| Carter Financial, LLC | 20.73% | Reduce -2.9% | 74,694 | $27.6M |
| Sageworth Trust Co of South Dakota | 17.05% | Add +11.9% | 74,680 | $27.6M |
| Clarity Wealth Development LLC | 15.27% | Reduce -1.5% | 74,351 | $27.5M |
| Geneos Wealth Management Inc. | 0.56% | Add +3.0% | 74,214 | $27.5M |
| M&T Bank Corp | 0.08% | Reduce -34.3% | 73,837 | $27.3M |
| Simon Quick Advisors, LLC | 1.10% | Reduce -1.3% | 73,303 | $27.1M |
| Cannon Financial Strategists, Inc. | 3.01% | Add +1.6% | 71,573 | $26.5M |
| IMC-Chicago, LLC | 0.24% | Add +212.5% | 71,328 | $26.4M |
| Cascade Investment Group, Inc. | 14.77% | Reduce -0.2% | 71,159 | $26.3M |
| WealthCollab, LLC | 9.49% | Add +2.1% | 70,785 | $26.2M |
| Seneschal Advisors, LLC | 17.93% | Reduce -1.4% | 70,775 | $26.2M |
| Roger Wittlin Investment Advisory, LLC | 20.57% | Reduce -9.7% | 70,742 | $26.2M |
| Mgo One Seven LLC | 0.43% | Add +8.1% | 70,601 | $26.1M |
| Essential Planning, LLC. | 7.38% | Add +6.4% | 70,599 | $26.1M |
| Aspen Grove Capital, LLC | 3.76% | Add +0.2% | 70,563 | $26.1M |
| W.H. Cornerstone Investments Inc. | 14.72% | Add +6.1% | 70,334 | $26.0M |
| Sound View Wealth Advisors Group, LLC | 1.61% | Reduce -0.1% | 70,286 | $26.0M |
| Kraft, Davis & Associates, LLC | 5.42% | Add +0.1% | 70,636 | $26.0M |
| Johnson Investment Counsel Inc. | 0.19% | Add +2.9% | 69,979 | $25.9M |
| BBR Partners, LLC | 1.21% | Reduce -0.2% | 69,840 | $25.8M |
| Pitcairn Wealth Advisors LLC | 2.83% | Add +144.4% | 69,804 | $25.8M |
| Callan Family Office, LLC | 0.50% | Add +3.0% | 69,767 | $25.8M |
| Basso Capital Management, L.P. | 6.34% | Add +37.6% | 69,521 | $25.7M |
| Raab & Moskowitz Asset Management LLC | 5.17% | Add +2.6% | 69,441 | $25.7M |
| Dorsey & Whitney Trust CO LLC | 1.25% | Add +1.7% | 69,355 | $25.7M |
| Delphi Financial Group, Inc. | 12.73% | Add +66.4% | 68,900 | $25.5M |
| Karpus Management, Inc. | 0.73% | Reduce -14.9% | 68,670 | $25.4M |
| New England Asset Management Inc. | 3.03% | Add +0.6% | 68,570 | $25.4M |
| Sigma Planning Corp | 0.64% | Add +19.8% | 68,433 | $25.3M |
| Pension & Wealth Management Advisors, Inc. | 6.81% | Reduce -0.2% | 68,204 | $25.2M |
| CRA Financial Services, LLC | 2.90% | Add +3.9% | 67,876 | $25.1M |
| AE Wealth Management LLC | 0.12% | Add +7.4% | 67,795 | $25.1M |
| Wealthcare Capital Partners, LLC | 10.36% | Reduce -1.4% | 67,736 | $25.1M |
| HighPoint Advisor Group LLC | 0.88% | Reduce -0.4% | 67,715 | $25.1M |
| Western Wealth Management, LLC | 0.80% | Add +0.7% | 66,260 | $24.5M |
| ArchPoint Investors | 5.14% | No change | 65,721 | $24.3M |
| Benjamin Edwards Inc. | 0.22% | Reduce -0.2% | 65,645 | $24.3M |
| REDW Wealth LLC | 8.70% | Reduce -3.2% | 65,597 | $24.3M |
| Thoroughbred Financial Services, LLC | 1.16% | Add +41.4% | 297,349 | $24.2M |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 18.94% | Add +3.2% | 65,156 | $24.1M |
| CX Institutional | 0.69% | Add +50.7% | 64,827 | $24.0M |
| Fiduciary Trust Co | 0.26% | Add +0.1% | 64,782 | $24.0M |
| CreativeOne Wealth, LLC | 0.51% | Add +5.3% | 64,390 | $23.8M |
| Thrivent Financial for Lutherans | 0.04% | Add +1.4% | 64,147 | $23.7M |
| Almanack Investment Partners, LLC. | 3.00% | Add +5.7% | 63,670 | $23.6M |
| Parisi Gray Wealth Management | 4.83% | Add +0.1% | 63,547 | $23.5M |
| Diversify Advisory Services, LLC | 0.39% | New | 64,154 | $23.4M |
| Diversify Wealth Management, LLC | 0.39% | Add +14.7% | 64,154 | $23.4M |
| Industrial Alliance Investment Management Inc. | 11.00% | Reduce -0.0% | 63,163 | $23.4M |
| Compass Advisory Group LLC | 5.54% | Add +0.0% | 62,990 | $23.3M |
| Kingswood Wealth Advisors, LLC | 0.94% | Reduce -3.3% | 62,924 | $23.3M |
| Independence Bank of Kentucky | 2.62% | Add +0.3% | 62,906 | $23.3M |
| Capital Group Private Client Services, Inc. | 0.33% | Add +13.7% | 62,791 | $23.2M |
| Cornerstone Wealth Group, LLC | 1.37% | Reduce -2.6% | 62,271 | $23.0M |
| HT Partners LLC | 6.38% | Reduce -12.7% | 62,250 | $23.0M |
| Range Advisory, LLC | 2.72% | Add +16.1% | 61,835 | $22.9M |
| Plotkin Financial Advisors, LLC | 9.48% | Reduce -0.5% | 61,708 | $22.8M |
| StoneX Group Inc. | 0.92% | Add +7.7% | 61,345 | $22.8M |
| Glenview Trust Co | 0.31% | Reduce -1.2% | 61,476 | $22.7M |
| 5th Street Advisors, LLC | 8.80% | Reduce -0.0% | 61,419 | $22.7M |
| Tiaa Trust, National Association | 1.34% | Reduce -4.1% | 61,030 | $22.6M |
| Quadrant Capital Group LLC | 0.62% | Reduce 0.0% | 60,889 | $22.5M |
| Addis & Hill, Inc | 12.41% | Reduce -2.4% | 60,866 | $22.5M |
| CVA Family Office, LLC | 2.03% | Add +49.3% | 60,685 | $22.5M |
| SteelPeak Wealth, LLC | 0.59% | Add +31.6% | 60,449 | $22.4M |
| URS Advisory LLC | 12.44% | Reduce -6.3% | 60,411 | $22.4M |
| VVR Holdings LLC | 9.66% | Add +2.6% | 60,342 | $22.3M |
| Axos Invest Inc. | 16.24% | Reduce -25.9% | 59,943 | $22.2M |
| St. Louis Trust Co | 2.53% | Reduce -0.6% | 240,357 | $22.1M |
| Nova R Wealth, Inc. | 6.44% | Add +4.8% | 59,634 | $22.1M |
| Cornerstone National Bank & Trust Co | 7.45% | Reduce -7.5% | 59,721 | $22.1M |
| Summit Financial Wealth Advisors, LLC | 2.79% | Add +5.2% | 59,055 | $21.9M |
| Elwood & Goetz Wealth Advisory Group, LLC | 3.23% | Add +3.7% | 58,985 | $21.8M |
| Signaturefd, LLC | 0.29% | Add +0.8% | 58,978 | $21.8M |
| Elevation Point Wealth Partners, LLC | 0.40% | Reduce -2.1% | 58,925 | $21.8M |
| Palisades Hudson Asset Management, L.P. | 7.57% | Add +0.0% | 58,484 | $21.6M |
| Monument Group Wealth Advisors, LLC | 10.35% | Reduce -6.7% | 58,267 | $21.6M |
| TD Waterhouse Canada Inc. | 0.06% | Add +10.9% | 58,165 | $21.5M |
| Fonville Wealth Management LLC | 3.51% | Add +45.1% | 58,009 | $21.5M |
| Trace Wealth Advisors, LLC | 14.03% | Add +3.4% | 57,926 | $21.4M |
| Entrust Financial LLC | 13.86% | Reduce -6.2% | 57,729 | $21.4M |
| TCI Wealth Advisors, Inc. | 0.92% | Add +5.1% | 57,474 | $21.3M |
| Westside Investment Management, Inc. | 2.78% | Reduce -0.7% | 57,284 | $21.2M |
| Sard Wealth Management Group, LLC | 10.13% | Add +2.7% | 57,239 | $21.2M |
| Silver Oak Securities, Incorporated | 1.28% | Add +4.7% | 57,132 | $21.1M |
| Fairway Financial, LLC | 14.46% | Add +0.8% | 57,128 | $21.1M |
| McClarren Financial Advisors, Inc. | 10.82% | Reduce -3.0% | 56,550 | $20.9M |
| Ironwood Investment Management LLC | 7.23% | Add +4.3% | 56,505 | $20.9M |
| Stokes Family Office, LLC | 2.43% | Reduce -4.2% | 56,424 | $20.9M |
| Ridge Creek Global, Inc | 16.20% | Reduce -2.1% | 56,261 | $20.8M |
| IHT Wealth Management, LLC | 0.44% | Add +2.1% | 56,182 | $20.8M |
| Meridian Wealth Management, LLC | 0.64% | Add +1.9% | 56,076 | $20.8M |
| Clarity Capital Advisors, LLC | 8.70% | Add +3.4% | 56,052 | $20.7M |
| Ahara Advisors LLC | 14.02% | Add +9.4% | 56,035 | $20.7M |
| WASHINGTON TRUST Co | 0.64% | Reduce -0.3% | 56,028 | $20.7M |
| MontVue Capital Management, Inc. | 11.91% | Add +4.3% | 55,936 | $20.7M |
| Portland Global Advisors LLC | 1.95% | Reduce -0.9% | 55,487 | $20.5M |
| AA Financial Advisors, LLC | 2.46% | Reduce -1.7% | 55,335 | $20.5M |
| Avion Wealth | 3.81% | Add +2.6% | 55,297 | $20.5M |
| Ashton Thomas Private Wealth, LLC | 0.43% | Add +0.3% | 55,263 | $20.4M |
| Long Island Wealth Management, Inc. | 8.44% | Add +0.1% | 55,238 | $20.4M |
| Reality Financial Planning Services, LLC | 19.69% | Reduce -20.7% | 55,140 | $20.4M |
| Johnson Financial Group, Inc. | 0.67% | Add +0.6% | 55,040 | $20.4M |
| Comprehensive Financial Management LLC | 0.67% | Add +0.6% | 55,012 | $20.4M |
| Black Diamond Financial, LLC | 1.79% | Add +128.2% | 54,965 | $20.3M |
| Applied Capital LLC | 6.54% | Reduce -4.7% | 54,824 | $20.3M |
| University of Maryland Foundation, Inc. | 36.15% | New | 54,783 | $20.3M |
| Advisor OS, LLC | 1.35% | Add +0.4% | 54,673 | $20.2M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.68% | Add +17.2% | 54,256 | $20.1M |
| Maryland Capital Advisors Inc. | 6.43% | — | 54,228 | $20.1M |
| Fullerton Advisors, LLC | 18.69% | Add +2.4% | 54,002 | $20.0M |
| Coastline Trust Co | 1.77% | Reduce -3.6% | 53,937 | $20.0M |
| Legacy Financial Strategies, LLC | 3.08% | Add +1.6% | 53,791 | $19.9M |
| Rockbridge Investment Management, LCC | 1.60% | Reduce -0.9% | 53,273 | $19.7M |
| Foster Dykema Cabot & Partners, LLC | 1.14% | Reduce -0.5% | 53,235 | $19.7M |
| Gibraltar Capital Management, Inc. | 3.01% | Reduce -0.3% | 52,527 | $19.4M |
| Angeles Wealth Management, LLC | 0.89% | Add +0.6% | 52,400 | $19.4M |
| Benningfield Financial Advisors, LLC | 14.32% | Add +3.6% | 52,257 | $19.3M |
| Wilson & Boucher Capital Management, LLC | 11.27% | Reduce -1.8% | 51,875 | $19.2M |
| SageView Advisory Group, LLC | 0.63% | Reduce -1.8% | 51,869 | $19.2M |
| LifeGuide Financial Advisors, LLC | 5.45% | Add +2.6% | 51,724 | $19.1M |
| Independent Advisor Alliance | 0.45% | Reduce -60.1% | 51,577 | $19.1M |
| Dogwood Wealth Management LLC | 7.53% | Add +7.8% | 51,529 | $19.1M |
| Cornerstone Wealth Management, LLC | 0.82% | Reduce -1.3% | 51,439 | $19.0M |
| Bulwark Capital Corp | 10.66% | Add +0.2% | 51,209 | $18.9M |
| Semitam Bonam LLC | 13.89% | Add +0.5% | 51,101 | $18.9M |
| Downshift Financial, LLC | 8.57% | Add +3.7% | 51,044 | $18.9M |
| MJP Associates Inc. | 2.06% | Add +0.5% | 51,016 | $18.9M |
| Tsfg, LLC | 2.38% | Reduce -2.0% | 50,969 | $18.9M |
| Goldstone Financial Group, LLC | 1.72% | Reduce -12.6% | 50,866 | $18.8M |
| Prosperity Advisers, LLC | 13.62% | Reduce -3.4% | 50,841 | $18.8M |
| Davis R M Inc. | 0.30% | Add +1.8% | 50,777 | $18.8M |
| Arta Finance Wealth Management LLC | 7.99% | Add +7.6% | 50,481 | $18.7M |
| Sigma Investment Counselors Inc. | 0.91% | Reduce -2.9% | 50,238 | $18.6M |
| Park National Corp. | 0.52% | Reduce -0.5% | 50,087 | $18.5M |
| Drucker Wealth 3.0, LLC | 2.91% | Reduce -3.9% | 49,744 | $18.4M |
| First Horizon Corp. | 0.71% | Add +0.7% | 49,710 | $18.4M |
| Sherman Asset Management, Inc. | 14.27% | Add +30.3% | 49,695 | $18.4M |
| Atlantic Private Wealth, LLC | 11.26% | Reduce -4.0% | 49,664 | $18.4M |
| Marquette Associates, Inc. | 13.35% | Add +634.9% | 49,489 | $18.3M |
| Conning Inc. | 0.57% | No change | 49,266 | $18.2M |
| Stonekeep Investments, LLC | 10.57% | Add +4.9% | 49,073 | $18.2M |
| JFS Wealth Advisors, LLC | 0.90% | Add +0.3% | 48,941 | $18.1M |
| Associated Banc-Corp | 0.43% | Add +3.4% | 48,879 | $18.1M |
| Wesbanco Bank Inc. | 0.45% | Add +0.6% | 48,567 | $18.0M |
| VSM Wealth Advisory, LLC | 4.77% | Add +0.8% | 48,563 | $18.0M |
| Pine Harbor Wealth Management, LLC | 4.81% | Reduce -0.3% | 48,555 | $18.0M |
| Strategic Blueprint, LLC | 0.90% | Reduce -1.3% | 48,502 | $17.9M |
| Coston, McIsaac & Partners | 3.60% | Add +2.9% | 48,417 | $17.9M |
| Federation des caisses Desjardins du Quebec | 0.06% | Add +2.9% | 48,347 | $17.9M |
| KLCM Advisors, Inc. | 1.43% | Add +6.3% | 48,320 | $17.9M |
| Peterson Wealth Advisors, LLC | 2.11% | Reduce -1.1% | 48,275 | $17.9M |
| Skyline Advisors, Inc. | 5.60% | Reduce -26.7% | 48,253 | $17.9M |
| Stratos Investment Management, LLC | 0.64% | Reduce -1.9% | 48,103 | $17.8M |
| Ironsides Asset Advisors, LLC | 4.16% | Reduce -4.4% | 48,016 | $17.8M |
| Swisher Financial Concepts, Inc. | 11.16% | Reduce -0.1% | 47,901 | $17.7M |
| Citizens Financial Group Inc. | 0.21% | Add +3.1% | 47,772 | $17.7M |
| Sjbenen Advisory, LLC | 10.48% | Add +94.2% | 47,687 | $17.6M |
| Index Fund Advisors, Inc. | 0.70% | Add +0.3% | 47,515 | $17.6M |
| Harbor Investment Advisory, LLC | 1.23% | Add +3.3% | 47,452 | $17.6M |
| Aptus Capital Advisors, LLC | 0.13% | Add +3.7% | 47,273 | $17.5M |
| Level Four Advisory Services, LLC | 0.49% | Add +25.2% | 47,230 | $17.5M |
| Carr Financial Group Corp | 4.02% | Reduce -0.9% | 47,161 | $17.5M |
| iA Global Asset Management Inc. | 0.21% | Add +35.1% | 47,062 | $17.4M |
| Focused Alpha, LLC | 4.46% | Add +1.4% | 47,025 | $17.4M |
| Fayez Sarofim & Co | 0.04% | Add +9.5% | 46,964 | $17.4M |
| New Covenant Trust Company, N.A. | 13.05% | Reduce -0.6% | 46,790 | $17.3M |
| Great Lakes Retirement, Inc. | 1.53% | Add +0.7% | 46,691 | $17.3M |
| Traphagen Investment Advisors LLC | 1.23% | Add +4.4% | 46,567 | $17.2M |
| Next Level Wealth Planning, LLC | 7.58% | Add +2.6% | 46,534 | $17.2M |
| Bradley & Co. Private Wealth Management, LLC | 8.19% | Add +5.6% | 46,463 | $17.2M |
| Scarborough Advisors, LLC | 1.97% | Add +49.3% | 46,776 | $17.1M |
| Abound Wealth Management | 3.39% | Reduce -1.3% | 46,138 | $17.1M |
| Wedbush Securities Inc. | 0.44% | Add +1.5% | 46,059 | $17.0M |
| Brown Brothers Harriman & Co. | 0.07% | Add +0.5% | 45,994 | $17.0M |
| DMKC Advisory Services, LLC | 3.21% | Add +280.5% | 45,993 | $17.0M |
| Warwick Investment Management, Inc. | 1.91% | Reduce -4.4% | 45,988 | $17.0M |
| Seven Post Investment Office LP | 4.83% | Reduce -0.7% | 45,938 | $17.0M |
| Chevy Chase Trust Holdings, LLC | 0.04% | Add +3.8% | 45,600 | $16.9M |
| DAVENPORT & Co LLC | 0.09% | Add +3.1% | 45,432 | $16.8M |
| Oppenheimer & Co. Inc. | 0.18% | Reduce -0.6% | 45,325 | $16.8M |
| VPR Management LLC | 6.72% | No change | 45,200 | $16.7M |
| Klingman & Associates, LLC | 0.71% | Add +0.1% | 44,970 | $16.6M |
| Prepared Retirement Institute LLC | 7.08% | Add +37.8% | 44,970 | $16.6M |
| Headinvest, LLC | 3.10% | Reduce -1.2% | 44,922 | $16.6M |
| Sharper & Granite LLC | 5.15% | Add +0.7% | 44,889 | $16.6M |
| Ares Financial Consulting, LLC | 11.92% | Add +1.6% | 44,884 | $16.6M |
| Argent Trust Co | 0.48% | Reduce -2.3% | 44,871 | $16.6M |
| a16z Perennial Management, L.P. | 1.34% | Reduce -0.6% | 44,683 | $16.5M |
| Chilton Investment Co. Inc. | 0.40% | Add +0.3% | 44,664 | $16.5M |
| Rothschild Wealth LLC | 1.32% | Reduce -9.0% | 44,532 | $16.5M |
| Regal Investment Advisors LLC | 0.86% | Add +7.0% | 44,510 | $16.5M |
| Stratos Wealth Advisors, LLC | 0.91% | Add +0.1% | 44,483 | $16.5M |
| Belpointe Asset Management LLC | 0.54% | Reduce -2.5% | 44,399 | $16.4M |
| Soltis Investment Advisors LLC | 0.95% | Add +115.6% | 44,388 | $16.4M |
| Sandy Cove Advisors, LLC | 4.10% | Add +1.9% | 44,321 | $16.4M |
| Glassman Wealth Services | 1.96% | Add +0.2% | 44,230 | $16.4M |
| Berman McAleer LLC | 1.88% | Add +1.2% | 43,895 | $16.2M |
| Shelter Mutual Insurance Co | 3.43% | No change | 43,850 | $16.2M |
| Seldon Capital LP | 5.07% | No change | 43,798 | $16.2M |
| Caldwell Trust Co | 1.31% | Reduce -1.4% | 43,751 | $16.2M |
| Commerce Advisors, LLC | 8.78% | Add +1357.9% | 43,665 | $16.2M |
| Heirloom Wealth Management | 2.34% | Reduce -10.8% | 43,579 | $16.1M |
| Nia Impact Advisors, LLC | 6.68% | No change | 43,575 | $16.1M |
| Olistico Wealth, LLC | 6.89% | Add +1826.8% | 825,883 | $16.1M |
| Disciplina Capital Management LLC | 1.66% | New | 43,510 | $16.1M |
| Synergy Asset Management, LLC | 1.52% | Add +7.7% | 43,479 | $16.1M |
| Greenspring Advisors, LLC | 0.89% | Reduce -2.4% | 43,356 | $16.0M |
| Asset Management Group, Inc. | 2.34% | Reduce -1.5% | 43,296 | $16.0M |
| UMB Bank, n.a. | 0.20% | Reduce -10.7% | 43,184 | $16.0M |
| Fairview Capital Investment Management, LLC | 0.84% | Add +0.5% | 43,183 | $16.0M |
| Bradley Foster & Sargent Inc. | 0.23% | Add +5.0% | 43,082 | $15.9M |
| Brady Martz Wealth Solutions, LLC | 2.39% | Reduce -4.1% | 42,749 | $15.8M |
| Avant Financial Advisors LLC | 9.84% | Reduce -0.1% | 42,678 | $15.8M |
| Intelligent Financial Strategies | 7.59% | Reduce -0.9% | 42,620 | $15.8M |
| Cornerstone Management, Inc. | 2.27% | Reduce -2.3% | 42,589 | $15.8M |
| Bokf, NA | 0.22% | Reduce -4.8% | 42,434 | $15.7M |
| BTC Capital Management, Inc. | 0.95% | No change | 42,408 | $15.7M |
| Capital Square, LLC | 6.85% | Add +0.1% | 41,812 | $15.6M |
| Kingsview Wealth Management, LLC | 0.19% | Reduce -4.2% | 42,075 | $15.6M |
| Bluespring Wealth Management, LLC | 0.30% | Add +53.8% | 42,031 | $15.6M |
| Azimuth Capital Investment Management LLC | 0.52% | Reduce -0.3% | 41,985 | $15.5M |
| Avior Wealth Management, LLC | 0.41% | Add +2.2% | 41,969 | $15.5M |
| Waldron Private Wealth LLC | 0.54% | Add +6.5% | 41,934 | $15.5M |
| Leavell Investment Management, Inc. | 0.57% | Reduce -0.4% | 41,789 | $15.5M |
| Wealth Alliance Advisory Group, LLC | 2.23% | Add +2.0% | 41,721 | $15.4M |
| Relyea Zuckerberg Hanson LLC | 1.28% | Add +4.3% | 41,644 | $15.4M |
| International Assets Investment Management, LLC | 0.92% | Add +5.6% | 41,731 | $15.4M |
| RFG Advisory, LLC | 0.24% | Reduce -9.5% | 41,620 | $15.4M |
| First Hawaiian Bank | 1.95% | Reduce -4.1% | 41,573 | $15.4M |
| LexAurum Advisors, LLC | 1.78% | Reduce -1.2% | 41,493 | $15.4M |
| ABLE Financial Group, LLC | 2.58% | Add +9.9% | 41,482 | $15.3M |
| OneAscent Financial Services LLC | 0.73% | Reduce -1.4% | 41,409 | $15.3M |
| BFI Infinity Ltd. | 7.33% | Add +4.0% | 41,225 | $15.3M |
| Monograph Wealth Advisors, LLC | 1.25% | Add +0.9% | 41,215 | $15.3M |
| Lantz Financial LLC | 2.79% | Add +2.5% | 41,154 | $15.2M |
| Legacy Advisors, LLC | 1.42% | Reduce -0.4% | 41,079 | $15.2M |
| Boxwood Ventures, Inc. | 9.06% | New | 41,024 | $15.2M |
| Good Steward Wealth Advisors,LLC | 9.14% | Reduce -2.3% | 40,895 | $15.1M |
| Smartleaf Asset Management LLC | 0.49% | No change | 41,094 | $15.1M |
| Beaird Harris Wealth Management, LLC | 0.94% | Add +2.3% | 40,744 | $15.1M |
| Pachira Investments Inc. | 5.68% | Add +2.4% | 40,701 | $15.1M |
| Ironwood Financial, llc | 2.36% | Add +5.1% | 40,713 | $15.1M |
| Gladstone Institutional Advisory LLC | 0.47% | Add +29.8% | 40,537 | $15.0M |
| Liberty Wealth Management LLC | 1.85% | No change | 46,256 | $14.8M |
| Intrepid Family Office LLC | 13.64% | No change | 40,000 | $14.8M |
| Rinkey Investments | 3.48% | Add +2.6% | 39,953 | $14.8M |
| Yousif Capital Management, LLC | 0.17% | Reduce -15.8% | 39,951 | $14.8M |
| Serenus Wealth Advisors, LLC | 2.58% | Add +15.9% | 48,776 | $14.8M |
| Canopy Partners, LLC | 4.44% | Add +3.6% | 39,895 | $14.8M |
| Empirical Finance, LLC | 0.61% | Reduce -27.6% | 39,868 | $14.8M |
| Vaquero Private Wealth, Ltd. | 3.04% | — | 39,868 | $14.8M |
| Walter & Keenan Wealth Management LLC /in/ | 3.65% | Add +0.9% | 39,868 | $14.8M |
| Melfa Wealth Management, Inc. | 7.92% | Add +18.7% | 39,655 | $14.7M |
| Squire Investment Management Company, LLC | 3.53% | Add +0.4% | 39,664 | $14.7M |
| Shayne & Jacobs, LLC | 4.34% | Reduce -0.8% | 39,568 | $14.6M |
| Abundance Wealth Counselors | 0.95% | Add +73.1% | 39,561 | $14.6M |
| Badgley Phelps Wealth Managers, LLC | 0.25% | Reduce -2.7% | 39,286 | $14.5M |
| Valeo Financial Advisors, LLC | 0.31% | Reduce -5.7% | 39,258 | $14.5M |
| Cambient Family Office, LLC | 1.78% | Add +4.4% | 39,163 | $14.5M |
| Sunpointe, LLC | 4.11% | Reduce -7.9% | 39,097 | $14.5M |
| Ti-Trust, Inc. | 7.72% | Add +1.4% | 38,811 | $14.4M |
| Tortoise Investment Management, LLC | 1.07% | Reduce -1.4% | 38,756 | $14.3M |
| Kensington Asset Management, LLC | 0.78% | No change | 38,539 | $14.3M |
| One Day In July LLC | 0.99% | Add +2.9% | 38,532 | $14.3M |
| HMV Wealth Advisors, LLC | 5.55% | Reduce -6.1% | 38,510 | $14.3M |
| Shufro Rose & Co. LLC | 0.82% | Add +0.5% | 38,383 | $14.2M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 4.58% | Reduce -0.3% | 38,504 | $14.2M |
| Symmetry Partners, LLC | 0.71% | Reduce -0.0% | 37,690 | $13.9M |
| Curi Capital, LLC | 0.22% | Add +5.6% | 37,645 | $13.9M |
| QRG Capital Management, Inc. | 0.11% | Add +165.8% | 37,633 | $13.9M |
| Frazier Financial Advisors, LLC | 7.03% | Add +0.4% | 37,633 | $13.9M |
| Fiduciary Financial Group, LLC | 1.58% | Add +1.4% | 37,586 | $13.9M |
| Boston Family Office LLC | 0.84% | Add +4.1% | 37,495 | $13.9M |
| Blackston Financial Advisory Group, LLC | 7.79% | Reduce -1.6% | 37,327 | $13.8M |
| Perennial Investment Advisors, LLC | 0.92% | Reduce -4.6% | 37,236 | $13.8M |
| Burling Wealth Partners, LLC | 2.02% | Add +4.3% | 37,212 | $13.8M |
| Kathmere Capital Management, LLC | 0.73% | Add +3.1% | 37,133 | $13.7M |
| Great Point Wealth Advisors, LLC | 2.22% | Reduce -1.2% | 37,081 | $13.7M |
| Gateway Wealth Partners, LLC | 0.82% | Reduce -47.3% | 36,889 | $13.7M |
| Philadelphia Trust Co. | 0.87% | No change | 36,765 | $13.6M |
| IFP Advisors, Inc | 0.25% | Reduce -30.6% | 36,746 | $13.6M |
| Sterling Capital Management LLC | 0.23% | Add +31.4% | 36,734 | $13.6M |
| Culbertson A N & Co. Inc. | 1.58% | Reduce -1.2% | 36,726 | $13.6M |
| Confluence Wealth Services, Inc. | 0.39% | Add +4.7% | 36,627 | $13.6M |
| Symphony Financial, Ltd. Co. | 1.48% | Add +1.6% | 36,664 | $13.5M |
| Kaydan Wealth Management, Inc. | 4.13% | Add +126.9% | 36,601 | $13.5M |
| Dunhill Financial, LLC | 2.76% | Add +0.9% | 36,535 | $13.5M |
| Webster Bank, N. A. | 1.17% | Reduce -2.7% | 36,466 | $13.5M |
| Aerodigm Wealth, LLC | 4.56% | Reduce -2.5% | 36,447 | $13.5M |
| Weaver Consulting Group | 2.76% | Add +1.8% | 36,424 | $13.5M |
| Emprise Bank | 4.96% | Reduce -2.8% | 36,372 | $13.5M |
| NorthCrest Asset Manangement, LLC | 0.35% | Add +39.4% | 36,222 | $13.5M |
| GoalVest Advisory LLC | 2.48% | Reduce -2.8% | 36,198 | $13.4M |
| Ramiah Investment Group | 10.22% | Add +5.5% | 36,185 | $13.4M |
| Calder Financial LLC | 12.54% | Reduce -0.9% | 35,974 | $13.3M |
| Indivisible Partners | 0.75% | Add +930.6% | 35,957 | $13.3M |
| Integrated Advisors Network LLC | 0.61% | Reduce -1.9% | 35,894 | $13.3M |
| Cambridge Advisors Inc. | 2.28% | Reduce -1.3% | 35,820 | $13.3M |
| Sonata Capital Group Inc. | 4.27% | Add +0.6% | 35,774 | $13.2M |
| Capital Analysts, LLC | 0.30% | Add +1.3% | 35,733 | $13.2M |
| Essex Financial Services, Inc. | 0.66% | Add +1.1% | 35,669 | $13.2M |
| Partners in Financial Planning | 2.00% | Add +1.6% | 35,649 | $13.2M |
| Carnegie Investment Counsel | 0.26% | Reduce -3.9% | 35,577 | $13.2M |
| FFT Wealth Management LLC | 2.06% | Reduce -0.7% | 35,492 | $13.1M |
| Cascade Financial Partners, LLC | 1.14% | Reduce -0.5% | 35,458 | $13.1M |
| Titleist Asset Management, LLC | 0.88% | Add +1.7% | 35,407 | $13.1M |
| Modus Advisors, LLC | 3.23% | Reduce -0.2% | 35,337 | $13.1M |
| Professional Financial Advisors, LLC | 2.26% | Reduce -9.7% | 35,269 | $13.1M |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 1.06% | Reduce -2.2% | 35,155 | $13.0M |
| Blue Bell Private Wealth Management, LLC | 1.62% | Reduce -3.4% | 35,124 | $13.0M |
| Nwam LLC | 0.65% | Add +10.6% | 35,025 | $13.0M |
| PDS Planning, Inc | 0.75% | Add +30.6% | 34,991 | $12.9M |
| Kovack Advisors, Inc. | 0.62% | Reduce -1.2% | 35,034 | $12.9M |
| Highland Capital Management, LLC | 0.60% | Reduce -0.4% | 34,959 | $12.9M |
| Krilogy Financial LLC | 0.38% | Add +0.6% | 34,948 | $12.9M |
| Signature Estate & Investment Advisors LLC | 0.23% | Reduce -8.0% | 34,746 | $12.9M |
| Osbon Capital Management LLC | 10.01% | Reduce -8.2% | 34,464 | $12.8M |
| Focus Financial Network, Inc. | 0.39% | Add +2.3% | 34,274 | $12.7M |
| Trust Point Inc. | 1.07% | Reduce -0.2% | 34,119 | $12.6M |
| Cyndeo Wealth Partners, LLC | 0.59% | Add +2.6% | 34,067 | $12.6M |
| Greenwood Gearhart LLC | 0.59% | Reduce -26.5% | 34,045 | $12.6M |
| Autumn Glory Partners, LLC | 3.57% | Add +0.0% | 34,044 | $12.6M |
| Avestar Capital, LLC | 0.75% | Add +1.4% | 34,040 | $12.6M |
| Moulton Wealth Management, Inc. | 8.27% | Add +124.4% | 33,953 | $12.6M |
| Trinity Financial Advisors LLC | 3.23% | Reduce -1.6% | 33,989 | $12.6M |
| Dynamic Advisor Solutions LLC | 0.36% | Reduce -41.4% | 33,970 | $12.6M |
| PFG Investments, LLC | 0.49% | Add +5.4% | 33,851 | $12.5M |
| Shepherd Kaplan Krochuk, LLC | 9.95% | Reduce -0.7% | 33,836 | $12.5M |
| Trust Co. of Vermont | 0.47% | — | 33,724 | $12.5M |
| IRON Financial LLC | 5.12% | Reduce -6.1% | 33,543 | $12.4M |
| Atlas Brown,Inc. | 3.33% | Reduce -1.6% | 33,530 | $12.4M |
| First Heartland Consultants, Inc. | 0.80% | Add +7.8% | 33,474 | $12.4M |
| Certuity, LLC | 0.61% | Reduce -3.3% | 33,466 | $12.4M |
| American Money Management, LLC | 1.76% | Reduce -0.6% | 33,311 | $12.3M |
| Garner Asset Management Corp | 3.98% | Add +7.3% | 33,162 | $12.3M |
| CWS Financial Advisors, LLC | 2.72% | Reduce -0.8% | 33,122 | $12.3M |
| Swmg, LLC | 2.87% | Reduce -6.9% | 32,787 | $12.2M |
| Lebenthal Global Advisors, LLC | 1.64% | Reduce -22.1% | 32,786 | $12.1M |
| Silver Oak Advisory Group, Inc. | 4.78% | Add +0.9% | 32,776 | $12.1M |
| IFC Advisors LLC | 1.54% | Reduce -0.3% | 32,767 | $12.1M |
| IMA Advisory Services, Inc. | 0.76% | Add +58.6% | 32,614 | $12.1M |
| Pacific Capital Wealth Advisors, Inc. | 1.80% | Reduce -27.6% | 32,322 | $12.0M |
| Onyx Bridge Wealth Group LLC | 1.08% | Add +0.2% | 32,319 | $12.0M |
| Cibc World Market Inc. | 0.02% | Add +2.4% | 32,318 | $12.0M |
| Greenbush Financial Group, LLC | 3.48% | Reduce -1.3% | 31,953 | $11.8M |
| DRW Securities, LLC | 0.70% | Reduce -46.0% | 31,849 | $11.8M |
| Endowment Wealth Management, Inc. | 4.56% | Add +3.8% | 31,847 | $11.8M |
| Van Cleef Asset Management,Inc | 1.19% | No change | 31,676 | $11.7M |
| Eastern Bank | 0.18% | Reduce -0.3% | 31,635 | $11.7M |
| Versant Capital Management, Inc | 1.05% | Reduce -14.3% | 31,556 | $11.7M |
| Paladin Partners, LLC | 7.72% | Add +1.9% | 31,552 | $11.7M |
| Strategic Financial Concepts, LLC | 3.47% | Add +2.0% | 31,553 | $11.7M |
| Wellington-Altus USA Inc. | 8.31% | Reduce -4.6% | 36,347 | $11.7M |
| SVB Wealth LLC | 0.73% | Reduce -0.8% | 31,387 | $11.6M |
| Centric Wealth Management | 1.80% | Add +212.3% | 31,189 | $11.6M |
| Ferguson Wellman Capital Management, Inc. | 0.14% | Add +1.5% | 31,329 | $11.6M |
| Cypress Point Wealth Management, LLC | 2.36% | Reduce -12.5% | 31,303 | $11.6M |
| Sage Rhino Capital LLC | 1.90% | Add +0.3% | 31,155 | $11.5M |
| Signal Advisors Wealth, LLC | 0.60% | Add +37.6% | 31,149 | $11.5M |
| TPG Advisors LLC | 6.32% | Add +1.4% | 31,120 | $11.5M |
| Northland Capital Management LLC | 6.20% | Reduce -21.4% | 31,100 | $11.5M |
| Sovereign Investment Advisors, LLC | 2.16% | Add +0.3% | 31,078 | $11.5M |
| Philip James Wealth Mangement, LLC | 1.33% | Reduce -3.6% | 31,098 | $11.5M |
| Next Capital Management LLC | 3.09% | Reduce -0.8% | 30,917 | $11.4M |
| UNIVEST FINANCIAL Corp | 0.56% | Add +1.7% | 30,870 | $11.4M |
| Retirement Planning Group, LLC | 0.29% | Reduce -0.6% | 30,693 | $11.4M |
| Weitzel Financial Services, Inc. | 3.86% | Add +5.4% | 30,853 | $11.3M |
| BayBridge Capital Group, LLC | 5.90% | Add +11.2% | 30,601 | $11.3M |
| Beacon Financial Group | 1.03% | Reduce -0.8% | 30,529 | $11.3M |
| WFA of San Diego, LLC | 9.23% | Reduce -11.1% | 29,279 | $11.3M |
| Smallwood Wealth Investment Management, LLC | 4.88% | Reduce -0.1% | 30,179 | $11.2M |
| RHS Financial, LLC | 4.50% | Add +10.4% | 30,162 | $11.2M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.08% | New | 30,093 | $11.1M |
| Wealth Care LLC | 9.02% | Add +0.1% | 30,088 | $11.1M |
| NWF Advisory Services Inc. | 1.05% | Add +15.4% | 30,084 | $11.1M |
| Marex Group Ltd | 0.08% | Add +85.8% | 30,074 | $11.1M |
| ASL Financial, LLC | 7.83% | Reduce -1.1% | 30,045 | $11.1M |
| Old Mission Capital LLC | 0.28% | Add +59.7% | 30,042 | $11.1M |
| Patton Albertson Miller Group, LLC | 1.11% | Reduce -0.1% | 30,038 | $11.1M |
| Plan Group Financial, LLC | 2.29% | Add +19.6% | 29,842 | $11.0M |
| Farnam Financial LLC | 8.05% | Reduce -17.7% | 29,835 | $11.0M |
| One Capital Management, LLC | 0.31% | No change | 34,392 | $11.0M |
| Compass Financial Group, Inc. | 4.66% | Reduce -5.1% | 29,800 | $11.0M |
| Roberts Glore & Co. Inc. | 2.72% | Reduce -11.0% | 29,767 | $11.0M |
| GC Wealth Management RIA, LLC | 0.63% | Reduce -13.8% | 29,694 | $11.0M |
| Stock Yards Bank & Trust Co. | 0.31% | Add +0.8% | 29,677 | $11.0M |
| Empowered Funds, LLC | 0.06% | Reduce -54.3% | 29,671 | $11.0M |
| Koshinski Asset Management, Inc. | 0.58% | Reduce -0.5% | 29,665 | $11.0M |
| JPL Wealth Management, LLC | 2.17% | Add +1.9% | 29,611 | $11.0M |
| Consilium Wealth Advisory, LLC | 3.25% | Reduce -11.8% | 29,581 | $10.9M |
| L.K. Benson & Company, P.C. | 3.30% | Add +1.3% | 29,559 | $10.9M |
| Integrity Alliance, Llc. | 0.34% | Reduce -2.8% | 29,517 | $10.9M |
| Peck Wealth Management, LLC | 9.17% | Reduce -0.2% | 29,404 | $10.9M |
| Pullen Investment Management, LLC | 5.03% | Add +0.7% | 29,388 | $10.9M |
| Family Wealth Partners, LLC | 3.34% | Reduce -0.4% | 29,367 | $10.9M |
| Arrowroot Family Office, LLC | 3.11% | Add +0.6% | 29,356 | $10.9M |
| Bouchey Financial Group, Ltd. | 0.70% | Reduce -2.1% | 29,334 | $10.9M |
| Accel Wealth Management | 2.44% | Add +2.3% | 29,330 | $10.9M |
| Blue Trust, Inc. | 0.11% | Add +6.0% | 29,266 | $10.8M |
| Legacy Wealth Management, LLC | 0.56% | No change | 29,077 | $10.8M |
| Fisher Asset Management | 0.00% | Add +36.1% | 29,001 | $10.7M |
| Lansing Street Advisors | 2.28% | Reduce -2.0% | 28,950 | $10.7M |
| Atala Financial Inc | 6.51% | Add +7.8% | 28,925 | $10.7M |
| Crews Bank & Trust | 1.40% | Add +0.6% | 28,907 | $10.7M |
| Patriot Financial Group Insurance Agency, LLC | 1.10% | Reduce -47.8% | 28,864 | $10.7M |
| Orcam Financial Group | 5.20% | Add +9.2% | 28,743 | $10.6M |
| Chesley Taft & Associates LLC | 0.41% | Add +2.7% | 28,726 | $10.6M |
| Stevens Capital Partners | 2.02% | Add +9.7% | 28,718 | $10.6M |
| BluePrint Investing LLC | 8.92% | Reduce -1.0% | 28,680 | $10.6M |
| Wealth Effects LLC | 2.86% | Add +3.9% | 28,679 | $10.6M |
| Mathes Company, Inc. | 3.30% | No change | 28,640 | $10.6M |
| Grove Street Fiduciary, LLC | 4.46% | Reduce -2.8% | 28,524 | $10.6M |
| Gerber Kawasaki Wealth & Investment Management | 0.28% | Add +14.1% | 28,436 | $10.5M |
| Harfst & Associates, Inc. | 1.63% | Reduce -1.4% | 28,401 | $10.5M |
| Rolek Wealth Management LLC | 5.88% | Add +3.2% | 28,386 | $10.5M |
| Wealth Management Associates, Inc. | 2.89% | Add +1.5% | 28,261 | $10.5M |
| S.A. Mason LLC | 3.21% | Reduce -0.9% | 28,227 | $10.4M |
| Newton One Investments LLC | 2.61% | Reduce -1.0% | 28,059 | $10.4M |
| Nicolet Bankshares Inc. | 0.33% | Add +3.0% | 27,996 | $10.4M |
| Phillips Financial Management, LLC | 0.76% | Reduce -1.7% | 27,987 | $10.4M |
| Glen Eagle Advisors, LLC | 1.30% | Add +1.1% | 27,879 | $10.3M |
| Financial Planning Hawaii, Inc. | 5.49% | Add +2.7% | 27,657 | $10.2M |
| Apex Wealth Management, LLC | 6.23% | Add +10.1% | 27,568 | $10.2M |
| Gridiron Partners, LLC | 5.35% | Add +0.2% | 27,534 | $10.2M |
| Evermay Wealth Management LLC | 1.04% | Reduce -11.0% | 27,401 | $10.1M |
| NerdWallet Wealth Partners, LLC | 3.49% | Reduce -1.6% | 27,384 | $10.1M |
| Trust Co | 0.91% | Add +1.5% | 27,312 | $10.1M |
| Petix & Botte Co | 2.03% | Add +108.1% | 27,215 | $10.1M |
| Barclays PLC | 0.00% | Reduce -7.8% | 27,202 | $10.1M |
| Hudson Value Partners, LLC | 2.52% | Add +19.2% | 27,116 | $10.0M |
| Graves Light Lenhart Wealth, Inc. | 0.93% | Add +0.0% | 27,042 | $10.0M |
| Fiducient Advisors LLC | 1.43% | Add +20.4% | 27,019 | $10.0M |
| 1900 Wealth Management LLC | 0.55% | Reduce -1.5% | 26,889 | $9.9M |
| Highland Financial Advisors, LLC | 2.19% | Add +5.2% | 26,872 | $9.9M |
| Vannoy Advisory Group, Inc. | 5.58% | Reduce -0.6% | 26,697 | $9.9M |
| Ausdal Financial Partners, Inc. | 0.39% | Add +0.4% | 26,672 | $9.9M |
| Ancora Advisors LLC | 0.19% | Reduce -0.9% | 26,642 | $9.9M |
| Hall Laurie J Trustee | 3.06% | No change | 26,620 | $9.9M |
| Moneco Advisors, LLC | 0.60% | Add +2.9% | 26,603 | $9.8M |
| Tenon Financial LLC | 3.15% | Reduce -1.0% | 26,489 | $9.8M |
| M3 Advisory Group, LLC | 5.08% | Add +2.6% | 26,477 | $9.8M |
| Sowell Financial Services LLC | 0.32% | Add +11.6% | 26,455 | $9.8M |
| Founders Financial Securities LLC | 0.50% | Reduce -3.0% | 26,369 | $9.8M |
| CFO4Life Group, LLC | 1.31% | Reduce -0.0% | 26,362 | $9.8M |
| Fortis Capital Advisors, LLC | 1.09% | Reduce -5.8% | 26,310 | $9.7M |
| C M Bidwell & Associates Ltd. | 3.96% | Add +0.6% | 26,176 | $9.7M |
| Pitti Group Wealth Management, LLC | 7.05% | Add +5.1% | 26,148 | $9.7M |
| OpenArc Corporate Advisory, LLC | 0.12% | Add +192.5% | 26,115 | $9.7M |
| Balboa Wealth Partners | 1.31% | Add +0.3% | 26,062 | $9.6M |
| NovaPoint Capital, LLC | 2.00% | Reduce -12.3% | 25,988 | $9.6M |
| Arq Wealth Advisors, LLC | 1.18% | Add +6.7% | 25,786 | $9.5M |
| Evolve Private Wealth, LLC | 0.58% | Reduce -46.4% | 25,688 | $9.5M |
| Resonant Capital Advisors, LLC | 0.45% | Add +0.3% | 25,686 | $9.5M |
| Carroll Advisory Group, LLC | 3.12% | Reduce -12.1% | 25,631 | $9.5M |
| Claro Advisors Inc. | 0.99% | Reduce -1.9% | 25,579 | $9.5M |
| SouthState Bank Corp | 0.39% | Add +52.3% | 25,430 | $9.4M |
| Permanent Capital Management, LP | 1.26% | Add +17.4% | 25,411 | $9.4M |
| B. Riley Wealth Advisors, Inc. | 0.51% | Add +3.6% | 25,547 | $9.4M |
| Steph & Co. | 2.37% | Add +0.4% | 25,307 | $9.4M |
| McLean Asset Management Corp | 1.24% | Add +0.3% | 25,430 | $9.4M |
| Romano Brothers and Company | 0.94% | Reduce -3.4% | 25,191 | $9.3M |
| WCG Wealth Advisors LLC | 0.22% | Reduce -3.5% | 24,972 | $9.2M |
| Prodigy Asset Management LLC | 2.78% | Add +3.5% | 24,956 | $9.2M |
| Seamount Financial Group Inc. | 3.68% | Add +1.1% | 24,635 | $9.1M |
| Evergreen Wealth Management, LLC | 4.27% | Reduce -13.2% | 24,621 | $9.1M |
| Greenleaf Trust | 0.09% | Reduce -1.1% | 24,598 | $9.1M |
| Saxon Interests, Inc. | 2.51% | Reduce -1.0% | 24,529 | $9.1M |
| First Manhattan Co. Llc. | 0.02% | Add +19.7% | 24,463 | $9.1M |
| Inscription Capital, LLC | 0.80% | Add +0.2% | 24,408 | $9.0M |
| Boston Trust Walden Corp | 0.07% | Add +4.1% | 24,383 | $9.0M |
| Viewpoint Investment Partners Corp. | 3.11% | Reduce -14.4% | 24,335 | $9.0M |
| Bawa N Mallick Trust | 2.90% | Add +0.8% | 24,202 | $9.0M |
| Capital Investment Advisors, LLC | 0.12% | Reduce -4.3% | 24,164 | $8.9M |
| Decker Retirement Planning Inc. | 3.04% | Add +12.9% | 24,150 | $8.9M |
| Plante Moran Financial Advisors, LLC | 0.41% | Add +15.0% | 24,094 | $8.9M |
| Peapack Gladstone Financial Corp. | 0.10% | Add +10.3% | 23,913 | $8.8M |
| BSW Wealth Partners | 0.98% | Reduce -8.5% | 23,909 | $8.8M |
| Quantum Financial Advisors, LLC | 0.87% | Reduce -6.4% | 23,881 | $8.8M |
| Private Trust Co. NA | 0.71% | Reduce -4.2% | 23,878 | $8.8M |
| Forum Financial Management, LP | 0.11% | Reduce -58.6% | 23,866 | $8.8M |
| HM Payson & Co. | 0.12% | Reduce -0.3% | 23,802 | $8.8M |
| Calamos Wealth Management LLC | 0.27% | Add +8.4% | 23,791 | $8.8M |
| Insigneo Advisory Services, LLC | 0.33% | Add +6.5% | 23,716 | $8.8M |
| Steele Capital Management, Inc. | 0.32% | Reduce -27.3% | 23,584 | $8.7M |
| Rehmann Capital Advisory Group | 0.40% | Add +2.2% | 23,474 | $8.7M |
| Rothschild Investment LLC | 0.32% | Add +11.1% | 23,423 | $8.7M |
| Florida Trust Wealth Management Co | 0.22% | Reduce -0.7% | 23,419 | $8.7M |
| Jane Street Group, LLC | 0.01% | Reduce -3.5% | 23,411 | $8.7M |
| Purpose Unlimited Inc. | 0.33% | Add +0.2% | 23,323 | $8.6M |
| Capital Investment Counsel, LLC | 1.07% | Reduce -3.9% | 23,314 | $8.6M |
| Faithward Advisors, LLC | 1.05% | Add +25.1% | 23,282 | $8.6M |
| Levin Capital Strategies, L.P. | 0.58% | Add +7.3% | 23,199 | $8.6M |
| Chicago Capital, LLC | 0.21% | Reduce -38.5% | 23,149 | $8.6M |
| Snowwater Investment Partners, LLC | 5.90% | No change | 23,073 | $8.5M |
| Scratch Capital LLC | 4.24% | Add +0.4% | 23,063 | $8.5M |
| Life Planning Partners, Inc | 6.34% | Reduce -2.3% | 23,054 | $8.5M |
| RVW Wealth, LLC | 0.56% | Add +32.4% | 22,978 | $8.5M |
| Williams Jones Wealth Management, LLC. | 0.10% | Reduce -0.2% | 22,911 | $8.5M |
| Sagespring Wealth Partners, LLC | 0.13% | Add +13.5% | 22,900 | $8.5M |
| Acima Private Wealth, LLC | 2.46% | Reduce -0.6% | 22,897 | $8.5M |
| FC Advisory LLC | 2.23% | Reduce -0.7% | 22,789 | $8.4M |
| Ignite Planners, LLC | 1.16% | Add +4.3% | 22,784 | $8.4M |
| Howland Capital Management LLC | 0.30% | Add +28.4% | 22,657 | $8.4M |
| Global Trust Wealth Management LLC | 5.71% | Reduce -13.5% | 22,414 | $8.3M |
| WealthPLAN Partners, LLC | 1.59% | Reduce -23.1% | 22,409 | $8.3M |
| Human Investing LLC | 1.07% | Add +1.9% | 22,295 | $8.3M |
| Equitable Trust Co. | 0.34% | Add +0.2% | 22,294 | $8.2M |
| Level Financial Advisors | 1.83% | Reduce -0.6% | 22,080 | $8.2M |
| SigFig Wealth Management, LLC | 0.22% | Reduce -1.4% | 22,344 | $8.2M |
| Rialto Wealth Management, LLC | 1.61% | Add +22.2% | 22,046 | $8.2M |
| Global Wealth Management, LLC | 4.15% | Add +0.1% | 22,035 | $8.2M |
| Capital Investment Advisory Services, LLC | 0.50% | Reduce -2.8% | 22,009 | $8.1M |
| Kachkovsky & Fisher, Inc. | 7.82% | — | 21,976 | $8.1M |
| Lanark Financial, Inc. | 0.55% | Add +3.6% | 21,937 | $8.1M |
| Allied Investment Advisors, LLC | 1.02% | Add +0.2% | 21,872 | $8.1M |
| Van Strum & Towne Inc. | 2.20% | Add +0.3% | 21,828 | $8.1M |
| CVFG LLC | 0.85% | Reduce -0.3% | 21,800 | $8.1M |
| Susquehanna Advisors Group, Inc. | 0.32% | No change | 21,775 | $8.1M |
| Guidance Capital, Inc. | 1.72% | Add +6.0% | 21,721 | $8.0M |
| Nations Financial Group Inc, /Ia/ | 0.38% | Add +3.7% | 21,743 | $8.0M |
| Generations Wealth, LLC | 7.64% | Reduce -4.2% | 21,737 | $8.0M |
| Beacon Advisors Holdings, LLC | 3.89% | Add +0.0% | 21,453 | $7.9M |
| Trademark Financial Management, LLC | 3.24% | Reduce -5.7% | 21,411 | $7.9M |
| Trek Financial, LLC | 0.39% | Add +1.8% | 21,393 | $7.9M |
| Integral Investment Advisors, Inc. | 1.74% | Add +0.1% | 21,324 | $7.9M |
| United Community Bank | 2.44% | Add +13.9% | 21,321 | $7.9M |
| Hancock Whitney Corp. | 0.13% | Add +3.4% | 21,311 | $7.9M |
| Russell Investments Group, Ltd. | 0.01% | Add +27.1% | 21,294 | $7.9M |
| Timbuktu Capital Management, LLC | 11.81% | — | 21,225 | $7.9M |
| Heritage Investors Management Corp. | 0.22% | Reduce -0.2% | 21,091 | $7.8M |
| SilverOak Wealth Management LLC | 1.01% | Add +1.9% | 21,090 | $7.8M |
| Forbes Financial Planning, Inc. | 4.18% | Reduce -0.7% | 21,059 | $7.8M |
| Auto-Owners Insurance Co | 0.18% | Reduce -42.6% | 21,000 | $7.8M |
| Mission Financial Group, LLC | 6.43% | — | 20,952 | $7.8M |
| Westmount Partners, LLC | 1.70% | Add +2.5% | 20,921 | $7.7M |
| Quantify Chaos Advisors, LLC | 21.77% | Add +1.5% | 20,885 | $7.7M |
| Marino, Stram & Associates LLC | 1.23% | Add +12.5% | 20,882 | $7.7M |
| Arbor Wealth Advisors LLC | 4.72% | Add +1.9% | 20,857 | $7.7M |
| AssuredPartners Investment Advisors, LLC | 0.75% | Add +3.3% | 20,853 | $7.7M |
| Snowden Capital Advisors LLC | 0.18% | Reduce -1.0% | 20,838 | $7.7M |
| Apollon Financial, LLC | 0.91% | Add +0.2% | 20,832 | $7.7M |
| Guardian Wealth Advisors, LLC / NC | 0.44% | Add +3.8% | 20,823 | $7.7M |
| COFG Advisors, LLC | 1.32% | Add +175.0% | 20,714 | $7.7M |
| Atlantic Union Bankshares Corp | 0.13% | Add +7.4% | 20,705 | $7.7M |
| Advus Financial Partners, LLC | 1.74% | Reduce -0.4% | 20,663 | $7.6M |
| Selective Wealth Management, Inc. | 2.00% | Reduce -15.0% | 20,809 | $7.6M |
| Fi3 FINANCIAL ADVISORS, LLC | 1.83% | Reduce -39.4% | 25,168 | $7.6M |
| Harrell Investment Partners, LLC | 1.65% | Reduce -1.2% | 20,580 | $7.6M |
| Hopwood Nicholas Hunter | 2.08% | Reduce -1.7% | 20,501 | $7.6M |
| Successful Portfolios LLC | 3.54% | Add +3.9% | 20,371 | $7.6M |
| Whittier Trust Co. of Nevada Inc. | 0.14% | Add +0.1% | 20,438 | $7.6M |
| Keyes, Stange & Wooten Wealth Management, LLC | 3.01% | Reduce -4.2% | 20,412 | $7.6M |
| Accredited Investors Inc. | 0.33% | Add +2.6% | 20,393 | $7.5M |
| Keener Financial Planning LLC | 2.69% | Add +12.3% | 20,336 | $7.5M |
| Sand Hill Global Advisors, LLC | 0.23% | Reduce -1.5% | 20,334 | $7.5M |
| Entruity Wealth, LLC | 4.87% | New | 20,325 | $7.5M |
| West Paces Advisors Inc. | 1.26% | Add +2.5% | 20,314 | $7.5M |
| Thrive Wealth Management, LLC | 0.97% | Add +2.8% | 20,266 | $7.5M |
| Financial Planning Fort Collins, LLC | 5.92% | Reduce -6.5% | 20,187 | $7.5M |
| Astra Wealth Partners LLC | 4.18% | Add +1.2% | 20,260 | $7.5M |
| Wealth Architects, LLC | 0.59% | Add +8.3% | 20,240 | $7.5M |
| Aries Wealth Management | 1.46% | Reduce -0.3% | 20,037 | $7.4M |
| Perennial Advisors, LLC | 1.15% | Add +18.5% | 20,034 | $7.4M |
| Employees' Retirement Fund of the City of Fort Worth | 2.64% | New | 20,000 | $7.4M |
| Strategic Point Investment Advisors, LLC | 0.96% | Reduce -2.0% | 19,983 | $7.4M |
| Northern Lights Advisors, Inc. | 4.00% | Add +7.2% | 19,842 | $7.3M |
| Align Financial, LLC | 3.64% | Reduce -49.5% | 9,836 | $7.3M |
| True North Advisors, LLC | 0.70% | Reduce -4.3% | 19,739 | $7.3M |
| CDM Financial Counseling Services, Inc. | 6.29% | Add +5.2% | 19,733 | $7.3M |
| MCF Advisors LLC | 0.26% | Add +2.5% | 19,732 | $7.3M |
| Whittier Trust Co. | 0.07% | Add +27.3% | 19,616 | $7.3M |
| Advisory Alpha, LLC | 0.18% | Reduce -0.7% | 19,577 | $7.2M |
| Maripau Wealth Management LLC | 2.57% | Add +38.5% | 19,518 | $7.2M |
| Syntegra Private Wealth Group, LLC | 0.56% | Add +0.0% | 19,503 | $7.2M |
| CIBC Asset Management Inc | 0.02% | Add +10.5% | 19,494 | $7.2M |
| Washington Trust Bank | 0.50% | Add +0.3% | 19,478 | $7.2M |
| Moors & Cabot, Inc. | 0.28% | Add +6.5% | 19,461 | $7.2M |
| Crestwood Advisors Group, LLC | 0.11% | Add +0.7% | 19,459 | $7.2M |
| CBIZ Investment Advisory Services, LLC | 0.26% | No change | 22,438 | $7.2M |
| Midland Wealth Advisors, LLC | 0.34% | Reduce -3.3% | 19,384 | $7.2M |
| Wimmer Associates 1, LLC | 3.24% | Reduce -0.8% | 19,365 | $7.2M |
| Integrated Wealthcare, LLC | 5.33% | Reduce -1.0% | 19,280 | $7.1M |
| Capital Advisors Wealth Management, LLC | 0.84% | Add +7.3% | 19,220 | $7.1M |
| Partners Capital Investment Group, LLP | 0.25% | Add +0.3% | 19,106 | $7.1M |
| First Citizens Bank & Trust Co. | 0.11% | Reduce -2.1% | 19,087 | $7.1M |
| Wind River Trust Co | 2.38% | No change | 19,027 | $7.0M |
| Montis Financial, LLC | 1.44% | Reduce -0.0% | 19,001 | $7.0M |
| Boulder Wealth Advisors, LLC | 2.56% | New | 18,989 | $7.0M |
| Fort Henry Capital, LLC | 3.86% | Add +3.6% | 18,927 | $7.0M |
| Evercore Wealth Management, LLC | 0.10% | Add +1.1% | 18,918 | $7.0M |
| Berger Financial Group, Inc | 0.36% | Add +0.7% | 18,918 | $7.0M |
| Summit Investment Advisory Services, LLC | 1.75% | Add +0.0% | 18,882 | $7.0M |
| L & S Advisors Inc | 0.72% | Reduce -0.1% | 18,863 | $7.0M |
| Blume Capital Management, Inc. | 1.03% | No change | 18,860 | $7.0M |
| Unify Financial Advisors | 6.44% | Reduce -2.3% | 18,850 | $7.0M |
| Daymark Wealth Partners, LLC | 0.17% | Add +67.1% | 18,828 | $7.0M |
| Smith Salley Wealth Management | 0.30% | Reduce -0.2% | 18,805 | $7.0M |
| Rockwood Wealth Management, LLC | 0.44% | Add +3.9% | 18,804 | $7.0M |
| Cutler Investment Counsel LLC | 0.65% | Reduce -1.6% | 18,791 | $7.0M |
| Mitchell Sinkler & Starr | 2.89% | Add +8.2% | 18,735 | $6.9M |
| Jim Saulnier & Associates, LLC | 2.79% | Add +33.9% | 18,734 | $6.9M |
| Meridian Wealth Partners, LLC | 0.84% | Add +216.8% | 18,686 | $6.9M |
| Five Pine Wealth Management | 3.91% | Add +1.1% | 18,684 | $6.9M |
| Alpha Capital Advisors Inc. | 5.96% | Reduce -2.6% | 18,664 | $6.9M |
| Fort Point Capital Partners LLC | 0.74% | Add +12.9% | 18,653 | $6.9M |
| TD Private Client Wealth LLC | 0.13% | Reduce -7.0% | 18,650 | $6.9M |
| Riverview Capital Advisers, LLC | 1.98% | Reduce -0.9% | 18,632 | $6.9M |
| Fiduciary Alliance LLC | 0.46% | Add +4.0% | 18,577 | $6.9M |
| SHP Wealth Management | 0.47% | Reduce -0.5% | 18,545 | $6.9M |
| Atlas Capital Advisors Inc. | 0.75% | Reduce -0.1% | 18,446 | $6.8M |
| Mitchell McLeod Pugh & Williams Inc. | 0.84% | Add +5.1% | 18,421 | $6.8M |
| ACT Advisors, LLC. | 2.27% | Reduce -2.1% | 18,414 | $6.8M |
| Naples Global Advisors, LLC | 0.42% | Reduce -0.1% | 18,385 | $6.8M |
| DT Investment Partners, LLC | 0.51% | Reduce -0.3% | 18,384 | $6.8M |
| Traveka Wealth, LLC | 2.26% | Reduce -1.4% | 18,383 | $6.8M |
| Mayflower Financial Advisors, LLC | 0.59% | Reduce -4.2% | 18,337 | $6.8M |
| Evergreen Capital Management LLC | 0.12% | Reduce -0.1% | 18,306 | $6.8M |
| Martin Capital Advisors, LLP | 3.55% | Reduce -0.4% | 18,295 | $6.8M |
| PKS Advisory Services, LLC | 1.08% | Add +2.8% | 18,287 | $6.8M |
| Elite Financial, Inc. | 2.72% | Add +3.5% | 18,218 | $6.7M |
| Arete Wealth Advisors, LLC | 0.45% | Reduce -3.2% | 18,199 | $6.7M |
| BNP Paribas Financial Markets | 0.00% | Add +15.1% | 18,152 | $6.7M |
| American Trust | 0.52% | Add +1.5% | 18,143 | $6.7M |
| Guyasuta Investment Advisors Inc. | 0.35% | Add +1.6% | 18,122 | $6.7M |
| Heartland Bank & Trust Co | 1.38% | No change | 18,072 | $6.7M |
| Bedel Financial Consulting, Inc. | 0.64% | Add +4.2% | 18,045 | $6.7M |
| Legacy Wealth Advisors, LLC | 2.89% | Reduce -0.6% | 18,035 | $6.7M |
| Moody LYNN Lieberson & Walker, LLC | 0.35% | Add +0.1% | 18,026 | $6.7M |
| Optima Capital LLC | 2.63% | Reduce -0.0% | 17,981 | $6.7M |
| Arista Wealth Management, LLC | 0.71% | Reduce -0.1% | 17,850 | $6.6M |
| Charis Legacy Partners, LLC | 8.12% | Add +1.3% | 17,847 | $6.6M |
| Lunt Capital Management, Inc. | 2.42% | Reduce -2.0% | 17,831 | $6.6M |
| Cannell & Spears LLC | 0.12% | Reduce -0.2% | 17,750 | $6.6M |
| WoodTrust Financial Corp | 0.78% | Reduce -5.2% | 17,750 | $6.6M |
| RIA Advisory Group LLC | 1.46% | Reduce -85.7% | 17,718 | $6.6M |
| Advisors Capital Management, LLC | 0.07% | Reduce -1.7% | 17,710 | $6.6M |
| FreeGulliver LLC | 2.31% | Add +0.6% | 17,690 | $6.5M |
| Hurlow Wealth Management Group, Inc. | 1.36% | Reduce -0.1% | 17,672 | $6.5M |
| Bogart Wealth, LLC | 0.22% | Add +1.8% | 17,615 | $6.5M |
| Intrua Financial, LLC | 0.62% | Reduce -14.7% | 17,593 | $6.5M |
| 55 North Private Wealth, LLC | 1.28% | Reduce -0.1% | 17,564 | $6.5M |
| R. W. Roge & Company, Inc. | 2.75% | Reduce -0.0% | 17,534 | $6.5M |
| Navigate Wealth Management, LLC | 4.01% | Reduce -0.5% | 17,639 | $6.5M |
| Durante & Waters, LLC | 4.24% | Reduce -5.4% | 17,494 | $6.5M |
| Lakeside Advisors, INC. | 4.07% | No change | 17,473 | $6.5M |
| Moisand Fitzgerald Tamayo, LLC | 0.63% | Add +4.0% | 17,467 | $6.5M |
| 1015 Capital Partners, LLC | 5.39% | No change | 17,393 | $6.4M |
| Cullen/Frost Bankers, Inc. | 0.06% | Reduce -22.0% | 17,379 | $6.4M |
| EdgeRock Capital LLC | 1.46% | Add +0.3% | 17,372 | $6.4M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.06% | Reduce -5.0% | 17,363 | $6.4M |
| Old National Bancorp | 0.13% | Reduce -30.5% | 17,294 | $6.4M |
| SeaCrest Wealth Management, LLC | 0.71% | Add +0.8% | 17,256 | $6.4M |
| Coyle Financial Counsel LLC | 1.16% | Add +0.0% | 17,222 | $6.4M |
| Traynor Capital Management, Inc. | 0.30% | Add +5.1% | 17,191 | $6.4M |
| Legacy Financial Advisors, Inc. | 0.77% | Reduce -3.5% | 17,169 | $6.4M |
| Strategic Financial Group, LLC | 6.07% | Reduce -0.4% | 17,120 | $6.3M |
| Parkwoods Wealth Partners, LLC | 1.02% | Add +448.8% | 17,079 | $6.3M |
| Financial Solutions Advisory Group, Inc. | 0.80% | Add +3.2% | 17,012 | $6.3M |
| Prospect Financial Group LLC | 5.09% | Reduce -0.8% | 17,067 | $6.3M |
| Flagship Private Wealth, LLC | 2.23% | Reduce -3.2% | 17,059 | $6.3M |
| Rockingstone Advisors LLC | 2.53% | No change | 17,000 | $6.3M |
| Selby Wealth Management, LLC | 2.23% | Reduce -0.4% | 16,968 | $6.3M |
| Fifth Third Wealth Advisors LLC | 0.18% | Add +2.3% | 16,932 | $6.3M |
| Clear Creek Financial Management, LLC | 0.40% | Reduce -4.1% | 16,906 | $6.3M |
| Value Investment Professionals, LLC | 5.25% | New | 16,868 | $6.2M |
| NBT Bank, N.A. | 0.41% | Reduce -73.0% | 16,764 | $6.2M |
| American Financial Advisors, LLC | 0.75% | Reduce -0.8% | 16,738 | $6.2M |
| Bryn Mawr Trust Advisors, LLC | 0.27% | Add +3.7% | 16,564 | $6.1M |
| Maseco LLP | 0.17% | Reduce -3.6% | 16,565 | $6.1M |
| Quartz Partners, LLC | 2.01% | No change | 16,546 | $6.1M |
| Larson Financial Group LLC | 0.16% | Add +5.3% | 16,519 | $6.1M |
| West Financial Advisors, LLC | 0.93% | Add +5.9% | 16,509 | $6.1M |
| ARK & TLK Investments, LLC | 1.51% | Reduce -2.6% | 16,504 | $6.1M |
| Strid Group, LLC | 0.67% | Add +2.6% | 16,362 | $6.1M |
| Bayban | 4.63% | Add +5.6% | 16,326 | $6.0M |
| Pallas Capital Advisors LLC | 0.19% | Add +8.0% | 16,323 | $6.0M |
| Friday Financial | 1.62% | Reduce -1.5% | 16,325 | $6.0M |
| FAS Wealth Partners, Inc. | 0.31% | Reduce -0.4% | 16,276 | $6.0M |
| First Citizens Financial Corp | 2.52% | Reduce -1.9% | 16,270 | $6.0M |
| Wescott Financial Advisory Group, LLC | 0.47% | Reduce -1.9% | 16,250 | $6.0M |
| NavPoint Financial, Inc. | 2.21% | Reduce -1.1% | 16,098 | $6.0M |
| Talisman Wealth Advisors LLC | 4.43% | Add +1.8% | 16,090 | $6.0M |
| Capital Asset Managemnet, LLC | 13.37% | Reduce -5.7% | 16,049 | $5.9M |
| D.B. Root & Company, LLC | 1.26% | Reduce -2.3% | 16,004 | $5.9M |
| Earned Wealth Advisors, LLC | 0.38% | Reduce -23.2% | 15,993 | $5.9M |
| Strategic Financial Planning, Inc. | 3.08% | New | 15,925 | $5.9M |
| Lam Group, Inc. | 2.92% | Add +0.0% | 15,893 | $5.9M |
| Acorn Wealth Advisors, LLC | 1.43% | Add +0.3% | 15,877 | $5.9M |
| Harbor Asset Planning, Inc. | 4.40% | Add +0.1% | 15,839 | $5.9M |
| Providence First Trust Co | 1.64% | Add +1.6% | 15,834 | $5.9M |
| LRI Investments, LLC | 0.47% | Add +0.0% | 15,832 | $5.9M |
| High Net Worth Advisory Group LLC | 1.24% | Add +1.0% | 15,720 | $5.8M |
| Keel Point, LLC | 0.34% | Add +7.2% | 15,716 | $5.8M |
| Investment Advisory Group, LLC | 1.26% | Add +8.4% | 15,714 | $5.8M |
| Consolidated Portfolio Review Corp | 0.48% | Reduce -1.3% | 15,707 | $5.8M |
| Advisory Solutions Group, LLC | 1.99% | — | 15,702 | $5.8M |
| Cassaday & Co Wealth Management LLC | 0.11% | Add +1.2% | 15,629 | $5.8M |
| Washington Trust Advisors, Inc. | 0.43% | Add +3.1% | 15,617 | $5.8M |
| Provident Living Financial Services, Inc. | 5.69% | Reduce -2.1% | 15,598 | $5.8M |
| Summit Wealth Group LLC / Co. | 0.48% | Reduce -2.1% | 15,551 | $5.8M |
| Eclectic Associates Inc. | 0.65% | Reduce -2.6% | 15,531 | $5.7M |
| Verum Partners LLC | 0.86% | Reduce -8.5% | 15,436 | $5.7M |
| Atlas Legacy Advisors, LLC | 0.84% | Reduce -0.5% | 15,406 | $5.7M |
| Geometric Wealth Advisors | 0.62% | Add +10.3% | 15,370 | $5.7M |
| Aspen Investment Management Inc | 1.53% | Add +6.4% | 15,349 | $5.7M |
| Quarry Hill Advisors, LLC | 2.18% | Reduce -0.8% | 15,306 | $5.7M |
| Unique Wealth, LLC | 0.66% | Add +173.7% | 15,249 | $5.6M |
| Mission Creek Capital Partners, Inc. | 0.99% | Add +3.9% | 15,231 | $5.6M |
| Hohimer Wealth Management, LLC | 0.58% | Add +11.0% | 15,228 | $5.6M |
| Indiana Trust & Investment Management Co | 1.54% | No change | 15,194 | $5.6M |
| Cynosure Group, LLC | 0.84% | Add +15.4% | 15,181 | $5.6M |
| Maimon Wealth Management LTD. | 4.32% | Add +6.6% | 15,148 | $5.6M |
| Foresight Capital Management Advisors, Inc. | 2.72% | Reduce -0.4% | 15,112 | $5.6M |
| Quadcap Wealth Management, LLC | 0.54% | Add +5.1% | 15,051 | $5.6M |
| Advocate Group LLC | 0.84% | Reduce -17.1% | 15,029 | $5.6M |
| WealthBridge Capital Management, LLC | 1.10% | Add +1.7% | 15,018 | $5.6M |
| Shakespeare Wealth Management, LLC | 1.47% | Add +0.3% | 14,982 | $5.5M |
| Iron Gate Global Advisors LLC | 0.54% | Reduce -1.3% | 14,981 | $5.5M |
| Milestone Investment Advisors LLC | 1.20% | Add +0.2% | 14,968 | $5.5M |
| Fiduciary Financial Advisors | 0.56% | Add +776.2% | 14,896 | $5.5M |
| Blueprint Investment Partners LLC | 0.46% | Add +14.3% | 14,860 | $5.5M |
| Single Point Partners, LLC | 0.97% | Add +0.7% | 14,854 | $5.5M |
| GWN Securities Inc. | 0.92% | Reduce -0.3% | 14,835 | $5.5M |
| Councilmark Asset Management, LLC | 2.90% | Add +1.9% | 14,829 | $5.5M |
| Kintra Wealth, LLC | 0.29% | Add +25.9% | 14,278 | $5.5M |
| Spire Wealth Management | 0.17% | Reduce -26.8% | 14,823 | $5.5M |
| Asset Dedication, LLC | 0.34% | Add +15.1% | 14,801 | $5.5M |
| Capasso Planning Partners LLC | 2.73% | Reduce -0.3% | 14,782 | $5.5M |
| Fingerlakes Wealth Management, Inc. | 2.94% | Reduce -0.7% | 14,751 | $5.5M |
| Stonebridge Financial Group, LLC | 0.41% | Add +0.9% | 14,714 | $5.4M |
| Kendall Capital Management | 0.91% | Add +2.6% | 14,711 | $5.4M |
| DKM Wealth Management, Inc. | 3.55% | Add +0.0% | 14,675 | $5.4M |
| BOK Financial Private Wealth, Inc. | 0.28% | Reduce -1.6% | 14,651 | $5.4M |
| Andrews Advisory Associates, LLC | 2.60% | Reduce -0.2% | 14,619 | $5.4M |
| Bluestem Financial Advisors, LLC | 1.89% | Reduce -10.6% | 14,581 | $5.4M |
| Madrid Wealth Management, LLC | 3.53% | Reduce -0.4% | 14,537 | $5.4M |
| Bright Financial Advisors, Inc. | 2.24% | Reduce -1.6% | 14,485 | $5.4M |
| Gerber, LLC | 2.52% | Add +0.1% | 14,482 | $5.4M |
| Rf&l Wealth Management, LLC | 3.61% | Reduce -3.9% | 14,427 | $5.3M |
| Biltmore Family Office, LLC | 0.70% | Reduce -0.1% | 14,418 | $5.3M |
| Vicus Capital | 0.34% | Reduce -3.5% | 14,408 | $5.3M |
| Hanson & Doremus Investment Management | 0.54% | Reduce -11.3% | 14,376 | $5.3M |
| Innealta Capital, LLC | 2.83% | Add +1.2% | 14,344 | $5.3M |
| Hills Bank & Trust Co | 0.23% | Add +5.9% | 14,308 | $5.3M |
| City Holding Co. | 0.60% | Reduce -7.6% | 14,283 | $5.3M |
| Diversified Management Inc. | 1.13% | Add +0.2% | 14,273 | $5.3M |
| Cherry Tree Wealth Management, LLC | 0.99% | Add +10.3% | 14,210 | $5.3M |
| Elmwood Wealth Management, Inc. | 1.31% | Add +2.0% | 14,204 | $5.3M |
| Studio Investment Management LLC | 0.89% | Reduce -15.9% | 14,188 | $5.3M |
| Narus Financial Partners, LLC | 1.35% | Reduce -1.7% | 14,176 | $5.2M |
| Roehl & Yi Investment Advisors, LLC | 1.73% | Reduce -0.2% | 44,959 | $5.2M |
| Aurdan Capital Management, LLC | 1.33% | No change | 14,153 | $5.2M |
| Old Peak Finance LLC | 2.53% | Add +0.4% | 14,127 | $5.2M |
| BCS Wealth Management | 0.94% | Reduce -3.2% | 14,088 | $5.2M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.22% | Reduce -34.0% | 14,054 | $5.2M |
| Legal Advantage Investments, Inc. | 1.82% | No change | 14,049 | $5.2M |
| Clifford Swan Investment Counsel LLC | 0.17% | Reduce -4.4% | 14,031 | $5.2M |
| Altura Wealth Advisors Inc. | 1.75% | Add +13.8% | 14,007 | $5.2M |
| Hardin Capital Partners, LLC | 2.40% | Add +0.8% | 13,969 | $5.2M |
| Avant Capital LLC | 3.24% | Add +5.4% | 13,982 | $5.2M |
| First National Bank of Mount Dora, Trust Investment Services | 1.03% | No change | 13,955 | $5.2M |
| First Trust Advisors LP | 0.00% | Add +3.6% | 13,948 | $5.2M |
| Clear Retirement Advice LLC | 3.53% | Add +0.8% | 13,943 | $5.2M |
| Catalyst Financial Partners LLC | 0.51% | Add +14.9% | 13,933 | $5.2M |
| Flagstar Securities, Inc. | 1.55% | Reduce -0.9% | 13,893 | $5.1M |
| O'ROURKE & COMPANY, Inc | 1.79% | Reduce -0.0% | 13,867 | $5.1M |
| Clear Trail Advisors, LLC | 0.78% | Add +234.7% | 13,864 | $5.1M |
| Walkner Condon Financial Advisors LLC | 0.59% | Add +28.3% | 13,842 | $5.1M |
| Csenge Advisory Group | 0.21% | Add +7.2% | 13,803 | $5.1M |
| Rodgers & Associates, LTD | 0.46% | Add +0.0% | 13,786 | $5.1M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.34% | Reduce -3.0% | 13,778 | $5.1M |
| Nemes Rush Group LLC | 0.42% | Add +0.0% | 13,746 | $5.1M |
| HBW Advisory Services LLC | 0.46% | Reduce -8.5% | 13,689 | $5.1M |
| Financial Alternatives, Inc | 2.47% | Reduce -5.1% | 13,547 | $5.0M |
| Medallion Wealth Advisors, LLC | 1.57% | Reduce -49.3% | 13,490 | $5.0M |
| Bear Mountain Capital, Inc. | 1.45% | No change | 13,449 | $5.0M |
| White Lighthouse Investment Management Inc. | 0.62% | Reduce -1.6% | 13,481 | $5.0M |
| CogentBlue Wealth Advisors, LLC | 2.86% | Reduce -3.9% | 13,473 | $5.0M |
| Woodside Wealth Management LLC | 3.47% | Reduce -0.4% | 13,468 | $5.0M |
| Kaufman Rossin Wealth, LLC | 2.36% | Reduce -1.2% | 13,407 | $5.0M |
| Sentry LLC | 1.39% | Add +0.3% | 13,455 | $5.0M |
| Creekside Partners | 1.80% | Reduce -4.3% | 13,432 | $5.0M |
| Values Added Financial LLC | 1.79% | Add +0.1% | 13,366 | $4.9M |
| Exchange Bank | 3.08% | Add +19.9% | 13,366 | $4.9M |
| United Bank | 0.58% | Reduce -11.3% | 13,300 | $4.9M |
| TruNorth Capital Management, LLC | 0.79% | Reduce -0.5% | 13,257 | $4.9M |
| Twin Lakes Capital Management, LLC | 1.87% | Add +0.3% | 13,238 | $4.9M |
| Cascade Investment Advisors, Inc. | 2.67% | Add +7.1% | 13,226 | $4.9M |
| Red Door Wealth Management, LLC | 0.45% | Add +1.4% | 13,223 | $4.9M |
| May Hill Capital, LLC | 1.02% | Add +8.7% | 13,214 | $4.9M |
| Forza Wealth Management, LLC | 1.49% | Add +3.0% | 13,161 | $4.9M |
| BNC Wealth Management, LLC | 1.18% | Reduce -0.7% | 13,154 | $4.9M |
| IF Advisors, LLC | 3.20% | Add +0.2% | 13,152 | $4.9M |
| Money Concepts Capital Corp. | 0.23% | Reduce -0.6% | 13,149 | $4.9M |
| Laurel Oak Wealth Management, LLC | 0.71% | Add +2.5% | 13,148 | $4.9M |
| Brown Miller Wealth Management, LLC | 1.22% | No change | 13,138 | $4.9M |
| Letson Investment Management, Inc. | 1.78% | No change | 13,125 | $4.9M |
| Carolina Wealth Management Inc | 2.23% | — | 13,108 | $4.9M |
| Silvercrest Asset Management Group LLC | 0.03% | Reduce -0.9% | 13,091 | $4.8M |
| SC&H Financial Advisors, Inc. | 0.64% | Reduce -0.1% | 13,069 | $4.8M |
| Waterloo Capital, L.P. | 0.27% | Add +25.2% | 13,068 | $4.8M |
| Avidian Wealth Enterprises, LLC | 0.13% | Add +3.4% | 13,060 | $4.8M |
| Francis Financial, Inc. | 0.79% | Reduce -16.5% | 13,031 | $4.8M |
| Shepherd Street Advisors LLC | 4.23% | Add +0.5% | 12,936 | $4.8M |
| Donalies Financial Planning, LLC | 3.53% | Reduce -0.4% | 12,956 | $4.8M |
| Crewe Advisors LLC | 0.35% | Reduce -14.7% | 12,955 | $4.8M |
| Sylvest Advisors, LLC | 2.16% | Reduce -3.2% | 12,949 | $4.8M |
| Mattern Wealth Management LLC | 0.78% | Add +1.4% | 12,922 | $4.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.24% | Reduce -33.0% | 12,900 | $4.8M |
| Keb Asset Management, LLC | 0.77% | Reduce -0.2% | 12,898 | $4.8M |
| National Wealth Management Group, LLC | 1.48% | Add +0.6% | 12,896 | $4.8M |
| Bernicke Wealth Management, Ltd. | 0.55% | Add +1.6% | 12,890 | $4.8M |
| Spinnaker Investment Group, LLC | 0.76% | Add +100.1% | 12,874 | $4.8M |
| Pinnacle Financial Group, LLC / IL | 1.16% | Add +0.8% | 12,870 | $4.8M |
| James J. Burns & Company, LLC | 0.51% | Reduce -0.7% | 12,821 | $4.7M |
| Everest Private Wealth | 1.76% | Add +0.0% | 12,771 | $4.7M |
| XML Financial, LLC | 0.34% | Add +23.5% | 12,754 | $4.7M |
| Pegasus Asset Management, Inc. | 1.34% | Reduce -0.7% | 12,744 | $4.7M |
| Curry Webb Wealth Management LLC | 1.95% | Reduce -13.8% | 12,702 | $4.7M |
| Aegis Wealth Management LLC | 2.21% | No change | 12,681 | $4.7M |
| 626 Financial, LLC | 1.83% | Add +0.2% | 12,662 | $4.7M |
| Tred Avon Family Wealth, LLC | 1.44% | Reduce -4.4% | 12,657 | $4.7M |
| Transcend Capital Advisors, LLC | 0.32% | Reduce -5.0% | 12,655 | $4.7M |
| WNY Asset Management, LLC | 0.42% | Add +8.5% | 12,643 | $4.7M |
| Bridge Generations Wealth Management LLC | 2.37% | Add +3.1% | 12,566 | $4.6M |
| Noble Wealth Partners LLC | 4.04% | — | 12,562 | $4.6M |
| Strathmore Capital Advisors, Inc. | 1.25% | Add +0.1% | 12,570 | $4.6M |
| Acropolis Investment Management, LLC | 0.18% | Reduce -2.4% | 12,523 | $4.6M |
| Embree Financial Group | 0.46% | Reduce -2.3% | 12,501 | $4.6M |
| Summit Global Investments | 0.25% | Reduce -0.6% | 12,497 | $4.6M |
| Certified Advisory Corp | 0.37% | Add +2.9% | 12,487 | $4.6M |
| WESPAC Advisors, LLC | 2.25% | Add +392.6% | 12,449 | $4.6M |
| Element Wealth, LLC | 1.73% | Reduce -0.3% | 12,449 | $4.6M |
| Strategies Wealth Advisors, LLC | 0.41% | Reduce -2.1% | 12,432 | $4.6M |
| Boston Research & Management Inc. | 1.02% | No change | 12,380 | $4.6M |
| Bridgewealth Advisory Group, LLC | 0.86% | Add +0.6% | 12,371 | $4.6M |
| Sequent Planning LLC | 0.98% | Add +2.5% | 12,371 | $4.6M |
| Lake Street Private Wealth, LLC | 0.52% | No change | 12,301 | $4.6M |
| Madrona Financial Services, LLC | 0.84% | Reduce -15.4% | 12,295 | $4.5M |
| Dynasty Wealth Management, LLC | 0.03% | Reduce -0.6% | 12,274 | $4.5M |
| Kestra Investment Management, LLC | 0.09% | Add +2.3% | 12,270 | $4.5M |
| CFS Investment Advisory Services, LLC | 0.30% | Add +0.1% | 12,307 | $4.5M |
| Fairway Wealth LLC | 1.04% | Add +2.7% | 12,258 | $4.5M |
| Mayfair Advisory Group, LLC | 1.37% | Add +0.5% | 12,429 | $4.5M |
| Everstar Asset Management, LLC | 2.18% | Reduce -0.1% | 12,229 | $4.5M |
| Hendershot Investments Inc. | 0.59% | Add +0.0% | 12,199 | $4.5M |
| Trevian Wealth Management LLC | 1.91% | Reduce -37.0% | 12,096 | $4.5M |
| Aprio Wealth Management, LLC | 0.22% | Reduce -1.6% | 12,049 | $4.5M |
| Fiduciary Group, LLC | 0.35% | Add +0.7% | 12,036 | $4.5M |
| DecisionPoint Financial, LLC | 0.82% | Reduce -3.0% | 12,057 | $4.5M |
| Fulton Bank, N.A. | 0.14% | Reduce -12.8% | 12,012 | $4.4M |
| Canvas Wealth Advisors, LLC | 0.62% | Add +0.1% | 11,956 | $4.4M |
| Bison Wealth, LLC | 0.41% | Add +25.4% | 11,874 | $4.4M |
| Oxford Wealth Group, LLC | 1.97% | Add +8.0% | 11,892 | $4.4M |
| DiPaolo Financial Group, Inc. | 2.87% | Reduce -2.6% | 11,891 | $4.4M |
| Carl P. Sherr & Co., LLC | 1.84% | Add +0.4% | 11,848 | $4.4M |
| Phillip James Consulting Co. | 2.93% | Reduce -18.7% | 11,845 | $4.4M |
| Huntington National Bank | 0.03% | Reduce -0.2% | 11,831 | $4.4M |
| Pps&v Asset Management Consultants, Inc. | 2.36% | Reduce -20.6% | 11,827 | $4.4M |
| Treasure Coast Financial Planning | 2.13% | No change | 11,814 | $4.4M |
| Legacy Wealth Management, LLC / MS | 1.12% | Reduce -0.0% | 11,755 | $4.3M |
| Hoese & Co LLP | 2.82% | No change | 11,729 | $4.3M |
| Clark Capital Management Group, Inc. | 0.02% | Reduce -3.9% | 11,718 | $4.3M |
| American Wealth Advisors, LLC | 4.07% | Add +0.6% | 11,708 | $4.3M |
| Global Assets Advisory, LLC | 0.94% | Add +313.4% | 11,686 | $4.3M |
| TRB Wealth Management, LLC | 0.57% | Add +0.1% | 11,667 | $4.3M |
| Tyche Wealth Partners LLC | 0.61% | Reduce -2.1% | 11,653 | $4.3M |
| Royal Fund Management, LLC | 0.36% | Reduce -2.4% | 11,650 | $4.3M |
| Lynx Investment Advisory | 1.41% | Add +711.8% | 11,633 | $4.3M |
| Gilpin Wealth Management, LLC | 2.98% | Add +0.3% | 11,631 | $4.3M |
| Boyum Wealth Architects LLC | 1.71% | Reduce -2.2% | 11,631 | $4.3M |
| Gallacher Capital Management LLC | 2.40% | Reduce -1.1% | 11,573 | $4.3M |
| Financial Strategies Group, Inc. | 0.68% | Reduce -3.3% | 11,565 | $4.3M |
| Peak Retirement Planning, Inc. | 0.68% | Reduce -7.5% | 11,526 | $4.3M |
| Ascent Group, LLC | 0.13% | Add +2.5% | 11,498 | $4.3M |
| Yoder Wealth Management, Inc. | 1.66% | Add +0.5% | 11,476 | $4.2M |
| Kwmg, LLC | 0.31% | Reduce -0.7% | 11,447 | $4.2M |
| Icon Wealth Advisors, LLC | 0.26% | Add +0.3% | 11,443 | $4.2M |
| Foguth Wealth Management, LLC. | 0.48% | Add +6.4% | 11,544 | $4.2M |
| Cambria Investment Management, L.P. | 0.21% | Reduce -19.5% | 11,355 | $4.2M |
| Syon Capital LLC | 0.18% | Add +195.4% | 11,353 | $4.2M |
| HC Advisors, LLC | 2.55% | Reduce -0.8% | 11,330 | $4.2M |
| Signal Tree Financial Partners LLC | 2.77% | Reduce -0.7% | 11,305 | $4.2M |
| Professional Advisory Services Inc. | 0.46% | No change | 11,260 | $4.2M |
| Nicholson Wealth Management Group, LLC | 2.46% | No change | 11,239 | $4.2M |
| Alliance Wealth Advisors, LLC | 0.79% | No change | 11,232 | $4.2M |
| PCA Investment Advisory Services Inc. | 1.16% | Reduce -1.9% | 11,205 | $4.1M |
| Greenhouse Wealth Management, LLC | 2.91% | Reduce -53.0% | 11,202 | $4.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +13.1% | 11,200 | $4.1M |
| Kohmann Bosshard Financial Services, LLC | 0.35% | Reduce -3.7% | 11,197 | $4.1M |
| ALM First Financial Advisors, LLC | 0.70% | No change | 14,000 | $4.1M |
| Pinnacle Bancorp, Inc. | 1.08% | Reduce -0.9% | 11,182 | $4.1M |
| Oakworth Capital, Inc. | 0.20% | Add +172.2% | 11,171 | $4.1M |
| Drive Wealth Management, LLC | 0.73% | Reduce -6.4% | 11,111 | $4.1M |
| Pettyjohn, Wood & White, Inc. | 0.60% | Reduce -1.3% | 11,100 | $4.1M |
| Lumbard & Kellner, LLC | 1.24% | Add +0.7% | 11,098 | $4.1M |
| Palisade Asset Management, LLC | 0.38% | No change | 11,094 | $4.1M |
| Gilbert & Cook, Inc. | 0.47% | Reduce -4.2% | 11,085 | $4.1M |
| Howard Financial Services, LTD. | 0.41% | Add +0.3% | 11,079 | $4.1M |
| First National Advisers, LLC | 0.58% | Reduce -1.0% | 11,073 | $4.1M |
| Coastal Bridge Advisors, LLC | 0.25% | Reduce -0.2% | 11,059 | $4.1M |
| Valley Financial Group, Inc. | 2.02% | Reduce -2.5% | 11,054 | $4.1M |
| JNBA Financial Advisors | 0.31% | Reduce -0.7% | 11,025 | $4.1M |
| LongView Wealth Management | 1.04% | Add +2.1% | 11,007 | $4.1M |
| Voya Financial Advisors, Inc. | 0.36% | Add +1.0% | 11,091 | $4.1M |
| Peirce Capital Management, LLC | 1.49% | Reduce -2.2% | 10,949 | $4.1M |
| Davis Capital Management | 2.39% | Reduce -4.0% | 10,919 | $4.0M |
| Absolute Capital Management, LLC | 1.01% | Add +3.1% | 10,902 | $4.0M |
| Strategic Advisors LLC | 0.88% | Reduce -4.2% | 10,891 | $4.0M |
| Renasant Bank | 2.59% | No change | 10,881 | $4.0M |
| Aurelius Family Office LLC | 1.58% | Reduce -0.1% | 10,866 | $4.0M |
| Tandem Investment Partners LLC | 3.09% | Reduce -10.8% | 10,838 | $4.0M |
| BLB&B Advisors, LLC | 0.15% | Reduce -2.7% | 10,832 | $4.0M |
| Anchor Investment Management, LLC | 0.30% | Reduce -3.6% | 10,809 | $4.0M |
| Tower Wealth Partners, Inc. | 1.97% | Add +10.2% | 10,804 | $4.0M |
| Old North State Wealth Management, LLC | 1.71% | Add +73.8% | 10,786 | $4.0M |
| Frankly Finances, LLC | 3.14% | Add +0.2% | 10,747 | $4.0M |
| RM Financial Services, LLC | 2.95% | Add +3.0% | 10,725 | $4.0M |
| Security National Bank | 0.47% | Reduce -2.0% | 10,719 | $4.0M |
| Avantax Planning Partners, Inc. | 0.10% | Add +2.6% | 10,661 | $3.9M |
| Sfmg, LLC | 0.24% | Add +31.4% | 10,639 | $3.9M |
| Private Advisory Group LLC | 0.22% | Reduce -1.1% | 10,636 | $3.9M |
| CNB Bank | 1.53% | No change | 10,632 | $3.9M |
| Barton Investment Management | 0.53% | No change | 10,617 | $3.9M |
| Piedmont Capital Management, LLC | 1.98% | Add +3.4% | 10,618 | $3.9M |
| Novak & Powell Financial Services, Inc. | 1.85% | Reduce -2.0% | 10,612 | $3.9M |
| Gradient Investments LLC | 0.05% | Add +1.6% | 10,605 | $3.9M |
| Pacific Excel Wealth Advisors, Inc. | 1.52% | Add +1168.3% | 10,603 | $3.9M |
| Heritage Family Offices, LLP | 1.52% | Add +7.2% | 10,603 | $3.9M |
| Grove Bank & Trust | 0.39% | Reduce -0.5% | 10,594 | $3.9M |
| Accretive Wealth Partners, LLC | 0.95% | Add +27.5% | 10,579 | $3.9M |
| Christensen, King & Associates Investment Services, Inc. | 1.55% | No change | 10,574 | $3.9M |
| Flatrock Wealth Partners LLC | 1.54% | No change | 10,569 | $3.9M |
| FF Advisors,LLC | 1.46% | Reduce -0.1% | 10,560 | $3.9M |
| Daybright Advisory Services, Inc. | 0.93% | Add +0.2% | 10,610 | $3.9M |
| Lantern Wealth Advisors, LLC | 1.79% | Reduce -3.1% | 10,547 | $3.9M |
| Mainsail Asset Management, LLC | 1.52% | Reduce -0.1% | 10,585 | $3.9M |
| Aviance Capital Partners, LLC | 0.40% | Reduce -2.8% | 10,486 | $3.9M |
| Simplicity Wealth,LLC | 0.13% | Add +33.0% | 10,486 | $3.9M |
| HORAN Wealth, LLC | 0.48% | Reduce -49.5% | 10,463 | $3.9M |
| Lazari Capital Management, Inc. | 1.20% | Add +0.2% | 10,449 | $3.9M |
| Lodestone Wealth Management LLC | 1.36% | Reduce -1.6% | 10,438 | $3.9M |
| Prosperity Consulting Group, LLC | 0.15% | Reduce -2.0% | 10,435 | $3.9M |
| Miller Investment Management, LP | 0.35% | No change | 10,429 | $3.9M |
| Outfitters Financial LLC | 2.70% | Reduce -0.7% | 10,389 | $3.8M |
| Investment Advisory Services Group LLC | 2.81% | Add +3.3% | 10,364 | $3.8M |
| Lakewood Asset Management LLC | 2.10% | Add +2.5% | 10,343 | $3.8M |
| Midwestern Financial, LLC | 2.68% | Reduce -6.3% | 10,341 | $3.8M |
| Cura Wealth Advisors, LLC | 1.63% | Add +5.5% | 10,315 | $3.8M |
| Calamos Advisors LLC | 0.02% | Reduce -53.1% | 10,300 | $3.8M |
| Bragg Financial Advisors, Inc | 0.10% | Reduce -3.8% | 10,294 | $3.8M |
| Prime Buchholz LLC | 1.37% | New | 10,265 | $3.8M |
| Alerus Financial NA | 0.17% | No change | 10,263 | $3.8M |
| Princeton Global Asset Management LLC | 0.54% | Add +1.6% | 10,260 | $3.8M |
| Arcus Capital Partners, LLC | 1.57% | Add +0.2% | 10,244 | $3.8M |
| Roof Eidam Maycock Peralta, LLC | 0.75% | No change | 10,239 | $3.8M |
| Kiley Juergens Wealth Management, LLC | 0.59% | Reduce -1.7% | 10,210 | $3.8M |
| Compass Planning Associates Inc | 2.04% | Reduce -0.2% | 10,196 | $3.8M |
| Madden Advisory Services, Inc. | 1.35% | Reduce -0.5% | 10,185 | $3.8M |
| Covestor Ltd | 2.18% | Add +4.8% | 10,182 | $3.8M |
| Ames National Corp. | 2.07% | No change | 10,169 | $3.8M |
| Werba Rubin Papier Wealth Management | 0.46% | Add +1.8% | 10,159 | $3.8M |
| Beam Wealth Advisors, Inc. | 0.83% | Reduce -2.5% | 10,149 | $3.8M |
| Goldstein Advisors, LLC | 0.34% | Add +64.3% | 10,130 | $3.7M |
| Private Wealth Management Group, LLC | 0.87% | Add +109.1% | 10,121 | $3.7M |
| TritonPoint Partners, LLC | 0.31% | Add +51.5% | 10,080 | $3.7M |
| Lee Financial Co | 0.48% | Reduce -0.1% | 10,064 | $3.7M |
| Point Nemo Capital, LLC | 1.89% | Add +943.8% | 10,062 | $3.7M |
| Rathbones Group PLC | 0.01% | Add +4.4% | 10,055 | $3.7M |
| Berkeley Capital Partners, LLC | 0.76% | Add +0.3% | 10,030 | $3.7M |
| One Wealth Management Investment & Advisory Services, LLC | 3.89% | Reduce -2.5% | 10,023 | $3.7M |
| Sovran Advisors, LLC | 0.28% | Add +74.6% | 10,113 | $3.7M |
| Novem Group | 0.38% | Add +0.5% | 9,997 | $3.7M |
| New Republic Capital, LLC | 0.85% | Add +0.5% | 9,996 | $3.7M |
| Dagco, Inc. | 0.68% | No change | 9,994 | $3.7M |
| Integrity Wealth Solutions LLC | 1.36% | Add +17.1% | 9,963 | $3.7M |
| Baldwin Investment Management, LLC | 0.36% | Add +17.5% | 9,962 | $3.7M |
| SwitchPoint Financial Planning, LLC | 2.12% | Add +8.2% | 9,926 | $3.7M |
| Eagle Rock Investment Company, LLC | 0.45% | No change | 9,879 | $3.7M |
| Uptick Partners, LLC | 0.57% | Add +17.1% | 9,845 | $3.6M |
| Beaumont Financial Advisors, LLC | 0.23% | Reduce -14.1% | 9,845 | $3.6M |
| Anderson Hoagland & Co. | 0.28% | Reduce -5.7% | 9,817 | $3.6M |
| Hansen & Associates Financial Group, Inc. | 2.08% | Add +484.7% | 9,771 | $3.6M |
| TopTier Wealth Management, LLC | 2.19% | Add +1.2% | 9,809 | $3.6M |
| YHB Investment Advisors, Inc. | 0.23% | Reduce -8.7% | 9,806 | $3.6M |
| Visionary Wealth Advisors | 0.14% | Add +1.9% | 9,794 | $3.6M |
| Aspire Growth Partners LLC | 2.10% | Add +0.6% | 9,776 | $3.6M |
| Financial Symmetry Inc | 1.20% | Reduce -0.1% | 9,751 | $3.6M |
| Falcon Wealth Planning | 0.23% | Add +2.1% | 9,725 | $3.6M |
| TFO Wealth Partners, LLC | 0.39% | Add +3.5% | 9,709 | $3.6M |
| Clarus Wealth Advisors | 1.38% | Add +5.8% | 9,747 | $3.6M |
| Stone Summit Wealth LLC | 0.91% | Reduce -0.2% | 9,668 | $3.6M |
| Advisors Management Group Inc. | 0.59% | Reduce -0.5% | 9,606 | $3.6M |
| Cornerstone Financial Group, LLC | 2.19% | Reduce -0.1% | 9,599 | $3.6M |
| Eldridge Investment Advisors, Inc. | 0.70% | Add +13.7% | 9,580 | $3.5M |
| Accurate Wealth Management, LLC | 0.34% | Add +10.6% | 9,474 | $3.5M |
| Victory Financial Group, LLC | 0.37% | Reduce -10.9% | 9,521 | $3.5M |
| Cornerstone Advisors Asset Management, LLC | 0.46% | Reduce -15.5% | 9,509 | $3.5M |
| Thompson Investment Management, Inc. | 0.40% | No change | 9,507 | $3.5M |
| Tandem Wealth Advisors LLC | 1.40% | Reduce -5.3% | 9,495 | $3.5M |
| Strategic Financial Partners, Ltd. | 1.32% | Add +3.6% | 9,492 | $3.5M |
| Sellwood Investment Partners LLC | 1.24% | Reduce -0.2% | 9,485 | $3.5M |
| Investment Advisory Services Inc. /TX | 1.01% | Add +0.0% | 9,445 | $3.5M |
| Independence Financial Advisors, LLC | 0.91% | Add +0.3% | 9,435 | $3.5M |
| Pinion Investment Advisors, LLC | 0.66% | Reduce -3.5% | 9,413 | $3.5M |
| Brandywine Oak Private Wealth LLC | 0.26% | Reduce -2.9% | 9,405 | $3.5M |
| S&T Bank | 1.04% | No change | 9,397 | $3.5M |
| TriaGen Wealth Management LLC | 0.87% | Reduce -0.3% | 9,362 | $3.5M |
| Robinhood Asset Management, LLC | 0.19% | Add +36.9% | 9,360 | $3.5M |
| Hantz Financial Services, Inc. | 0.05% | Add +4.7% | 9,314 | $3.4M |
| Rossmore Private Capital | 0.28% | Add +0.2% | 9,311 | $3.4M |
| Diversified Enterprises, LLC | 0.17% | Add +6.3% | 9,301 | $3.4M |
| Caitlin John, LLC | 1.89% | Add +16.5% | 9,292 | $3.4M |
| Sage Financial Group Inc. | 0.19% | Add +1.1% | 9,291 | $3.4M |
| Dash Acquisitions Inc. | 0.70% | Add +11.7% | 9,002 | $3.4M |
| Fulton Breakefield Broenniman LLC | 0.20% | Reduce -1.0% | 9,287 | $3.4M |
| Marotta Asset Management | 0.57% | Reduce -1.9% | 9,282 | $3.4M |
| Madison Wealth Partners, Inc | 0.44% | Add +8.3% | 9,253 | $3.4M |
| Crusonia Wealth Advisors LLC | 0.56% | Add +1.3% | 9,249 | $3.4M |
| Bare Financial Services, Inc | 0.78% | Reduce -9.3% | 9,241 | $3.4M |
| OMNI 360 Wealth, Inc. | 1.58% | Add +15.3% | 9,215 | $3.4M |
| BancFirst Trust & Investment Management | 1.44% | Reduce -10.8% | 9,249 | $3.4M |
| Highline Wealth Partners LLC | 0.69% | Add +8.4% | 9,160 | $3.4M |
| SkyOak Wealth, LLC | 0.55% | Add +1.4% | 9,144 | $3.4M |
| Sound Stewardship, LLC | 1.39% | Reduce -1.8% | 9,125 | $3.4M |
| Bank of Stockton | 0.95% | Add +3.0% | 9,112 | $3.4M |
| Paladin Advisory Group, LLC | 2.23% | Reduce -0.1% | 9,089 | $3.4M |
| Farmers & Merchants Investments Inc. | 0.08% | Add +0.1% | 9,075 | $3.4M |
| Ledyard National Bank | 0.27% | Reduce -2.9% | 9,064 | $3.4M |
| Jackson, Grant Investment Advisers, Inc. | 1.04% | Reduce -0.2% | 9,052 | $3.3M |
| First National Trust Co | 0.11% | Reduce -1.9% | 9,039 | $3.3M |
| Financial Insights, Inc. | 0.91% | Add +1.9% | 9,035 | $3.3M |
| Henson-Edgewater Management, LLC | 1.74% | Add +5.7% | 8,754 | $3.3M |
| Jordan Park Group LLC | 0.17% | No change | 9,025 | $3.3M |
| NorthCoast Asset Management LLC | 0.07% | Reduce -1.8% | 9,024 | $3.3M |
| Innovative Wealth Building LLC | 1.94% | Add +128.2% | 9,014 | $3.3M |
| Members Trust Co | 0.10% | No change | 9,010 | $3.3M |
| WPWealth LLP | 0.49% | Add +0.0% | 8,997 | $3.3M |
| Councilor Wealth, LLC | 1.34% | No change | 8,958 | $3.3M |
| ATLas Financial Planning LLC | 2.68% | Reduce -0.7% | 8,949 | $3.3M |
| Clayton Financial Group LLC | 1.83% | Reduce -19.5% | 8,937 | $3.3M |
| Fee-Only Financial Planning, L.C. | 1.77% | Reduce -0.1% | 8,920 | $3.3M |
| Strategic Financial Services, Inc. | 0.14% | Add +3.6% | 8,911 | $3.3M |
| Adirondack Capital Advisors, LLC | 1.77% | Add +0.0% | 8,902 | $3.3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.07% | Add +2.9% | 8,897 | $3.3M |
| McAdam, LLC | 0.13% | Add +4.6% | 8,888 | $3.3M |
| Synergy Investment Management, LLC | 0.79% | Reduce -9.2% | 8,876 | $3.3M |
| Sulzberger Capital Advisors, Inc. | 3.20% | Reduce -4.2% | 8,865 | $3.3M |
| Tempus Wealth Planning, LLC | 0.64% | Reduce -0.2% | 8,853 | $3.3M |
| Tradition Wealth Management, LLC | 0.20% | Add +13.9% | 8,842 | $3.3M |
| Solstein Capital, LLC | 1.12% | Add +151.5% | 8,835 | $3.3M |
| McGlone Suttner Wealth Management, Inc. | 0.38% | Add +0.1% | 8,823 | $3.3M |
| FMB Wealth Management | 1.20% | No change | 8,806 | $3.3M |
| Tocqueville Asset Management L.P. | 0.04% | Reduce -8.5% | 8,798 | $3.3M |
| Fidelis Capital Partners, LLC | 0.19% | Reduce -6.9% | 8,796 | $3.3M |
| R.H. Investment Group, LLC | 2.45% | Reduce -23.3% | 8,791 | $3.3M |
| J. L. Bainbridge & Co., Inc. | 0.26% | Add +0.4% | 8,787 | $3.3M |
| Glass Jacobson Investment Advisors llc | 1.01% | Reduce -2.8% | 8,782 | $3.2M |
| Centurion Wealth Management LLC | 0.78% | Reduce -7.6% | 8,773 | $3.2M |
| Flywheel Private Wealth LLC | 1.60% | Add +36.6% | 8,771 | $3.2M |
| Cedar Mountain Advisors, LLC | 0.56% | Add +0.0% | 8,768 | $3.2M |
| Matauro, LLC | 0.43% | Reduce -6.2% | 8,756 | $3.2M |
| Fairman Group, LLC | 2.54% | Reduce -13.3% | 8,753 | $3.2M |
| Trinity Wealth Management, LLC | 1.03% | Add +1.3% | 8,742 | $3.2M |
| ICONIQ Capital, LLC | 0.09% | No change | 8,741 | $3.2M |
| EagleClaw Capital Managment, LLC | 0.43% | No change | 8,732 | $3.2M |
| HTG Investment Advisors, Inc. | 0.83% | Reduce -12.1% | 8,710 | $3.2M |
| Trifecta Capital Advisors, LLC | 0.41% | No change | 8,701 | $3.2M |
| W1M Asset Management Ltd | 0.03% | Add +16.5% | 8,695 | $3.2M |
| Sepio Capital, LP | 0.16% | Add +2.8% | 8,681 | $3.2M |
| Wealthedge Investment Advisors, LLC | 1.09% | Add +141.2% | 8,646 | $3.2M |
| Kavar Capital Partners Group, LLC | 0.39% | Add +0.2% | 8,603 | $3.2M |
| Resolute Capital, LLC | 1.10% | Add +1.3% | 8,596 | $3.2M |
| Simmons Bank | 0.18% | Add +1.5% | 8,577 | $3.2M |
| Ally Invest Advisors Inc. | 0.19% | Add +7.5% | 8,576 | $3.2M |
| Greenfield Savings Bank | 1.20% | Reduce -0.2% | 8,563 | $3.2M |
| Ashton Thomas Securities, LLC | 0.47% | Add +6.5% | 8,559 | $3.2M |
| Brio Consultants, LLC | 0.37% | Reduce -1.2% | 8,544 | $3.2M |
| Tradewinds, LLC. | 0.71% | New | 500 | $3.1M |
| Meredith Wealth Planning | 0.74% | Reduce -12.3% | 8,503 | $3.1M |
| Daviman Financial, LLC | 1.73% | No change | 8,492 | $3.1M |
| Silverlake Wealth Management LLC | 0.60% | Reduce -2.0% | 8,484 | $3.1M |
| Fortis Group Advisors, LLC | 0.50% | Add +7.1% | 8,481 | $3.1M |
| Cahill Financial Advisors Inc. | 0.30% | Add +1.4% | 8,437 | $3.1M |
| Kennicott Capital Management LLC | 1.45% | Add +0.6% | 8,431 | $3.1M |
| Twin Peaks Wealth Advisors, LLC | 0.71% | Add +5.3% | 8,428 | $3.1M |
| Buck Wealth Strategies, LLC | 0.33% | Add +634.9% | 8,422 | $3.1M |
| Foster Victor Wealth Advisors, LLC | 0.16% | Add +3.4% | 8,388 | $3.1M |
| Myecfo, LLC | 1.17% | Add +3.1% | 8,410 | $3.1M |
| Montag A & Associates Inc. | 0.13% | Add +3.5% | 8,391 | $3.1M |
| Empire Financial Management Company, LLC | 1.23% | Add +12.9% | 8,381 | $3.1M |
| Manchester Capital Management LLC | 0.40% | Reduce -8.7% | 8,363 | $3.1M |
| Ballast Rock Private Wealth LLC | 1.43% | Add +0.3% | 8,357 | $3.1M |
| KFA Private Wealth Group, LLC | 0.74% | Add +9.3% | 8,355 | $3.1M |
| MSH Capital Advisors LLC | 0.54% | Add +9.3% | 8,318 | $3.1M |
| Keating Financial Advisory Services, Inc. | 0.40% | Reduce -0.7% | 8,305 | $3.1M |
| Arbor Investment Advisors, LLC | 0.35% | Add +14.3% | 8,299 | $3.1M |
| Hegarty Advisors, LLC | 2.11% | Reduce -0.6% | 8,285 | $3.1M |
| Sprinkle Financial Consultants LLC | 1.20% | No change | 8,276 | $3.1M |
| Balanced Wealth Group LLC | 0.97% | Reduce -2.2% | 8,261 | $3.1M |
| Bath Savings Trust Co | 0.32% | Add +3.2% | 8,256 | $3.1M |
| Adirondack Trust Co. | 0.91% | Reduce -0.1% | 8,251 | $3.1M |
| Winch Advisory Services, LLC | 0.63% | Add +6.7% | 8,242 | $3.1M |
| TFB Advisors LLC | 1.34% | Reduce -1.1% | 8,232 | $3.0M |
| Destination Wealth Management | 0.07% | Add +14.1% | 8,216 | $3.0M |
| Monument Capital Management | 0.61% | Add +3.1% | 8,206 | $3.0M |
| Optimus Capital Advisors, LLC | 1.63% | Add +4.3% | 8,188 | $3.0M |
| 180 Wealth Advisors, LLC | 0.30% | Reduce -8.7% | 8,187 | $3.0M |
| Yukon Wealth Management, Inc. | 0.87% | New | 8,179 | $3.0M |
| Parkside Financial Bank & Trust | 0.21% | Add +0.3% | 8,171 | $3.0M |
| NCM Capital Management, LLC | 0.93% | Add +4.3% | 8,159 | $3.0M |
| Fiduciary Counselling Inc. | 7.44% | No change | 8,149 | $3.0M |
| American Institute for Advanced Investment Management, LLP | 1.74% | Add +0.7% | 8,144 | $3.0M |
| Armstrong Advisory Group, Inc. | 0.18% | Add +42.8% | 8,140 | $3.0M |
| Wealth Management Strategies, Inc. | 1.18% | Add +2.1% | 8,135 | $3.0M |
| CCG Wealth Management, LLC | 0.70% | Add +6.3% | 8,129 | $3.0M |
| 71 West Capital Partners | 0.10% | Add +1.4% | 8,122 | $3.0M |
| United Advisor Group, LLC | 0.32% | Add +28.7% | 8,122 | $3.0M |
| Stonehaven Wealth & Tax Solutions, LLC | 2.40% | Add +1.9% | 8,106 | $3.0M |
| Diesslin Group, Inc. | 1.16% | Add +4.8% | 8,102 | $3.0M |
| Arcadia Wealth Management, Inc. | 1.43% | Add +1.3% | 8,096 | $3.0M |
| Sensible Money, LLC | 0.79% | Add +25.1% | 8,088 | $3.0M |
| Alpha Omega Wealth Management LLC | 0.46% | Reduce -1.9% | 8,083 | $3.0M |
| Yoffe Investment Management, LLC | 3.42% | No change | 8,078 | $3.0M |
| Family Manage LLC | 0.31% | Add +52.5% | 8,066 | $3.0M |
| Tacita Capital Inc | 1.62% | Add +1.3% | 8,062 | $3.0M |
| Prairiewood Capital, LLC | 0.77% | Add +78.8% | 8,005 | $3.0M |
| Performa Ltd (US), LLC | 0.48% | New | 8,000 | $3.0M |
| Orgel Wealth Management, LLC | 0.06% | Add +20.7% | 7,987 | $3.0M |
| Custos Family Office, LLC | 1.78% | Add +290.9% | 7,982 | $3.0M |
| Intellectus Partners, LLC | 0.51% | Reduce -1.2% | 7,975 | $3.0M |
| Valtinson Bruner Financial Planning LLC | 0.74% | Add +1.6% | 7,957 | $2.9M |
| GatePass Capital, LLC | 1.14% | Reduce -0.2% | 7,937 | $2.9M |
| Gateway Investment Advisers LLC | 0.03% | Add +25.5% | 7,935 | $2.9M |
| Center for Financial Planning, Inc. | 0.27% | No change | 7,931 | $2.9M |
| Tillman Hartley LLC | 0.66% | Reduce -0.3% | 26,720 | $2.9M |
| Inspire Advisors, LLC | 0.20% | Reduce -14.2% | 7,918 | $2.9M |
| First American Trust, FSB | 0.18% | Add +27.1% | 7,916 | $2.9M |
| Seed Wealth Management, Inc. | 1.85% | Add +10.5% | 7,915 | $2.9M |
| Comprehensive Money Management Services LLC | 1.84% | Reduce -2.2% | 7,911 | $2.9M |
| Wealth Group Ltd | 0.56% | Reduce -0.4% | 7,900 | $2.9M |
| Avalon Trust Co | 0.18% | Reduce -18.4% | 7,872 | $2.9M |
| Coppell Advisory Solutions LLC | 0.24% | New | 4,590 | $2.9M |
| Coquina Private Wealth LLC | 1.97% | Add +0.7% | 7,835 | $2.9M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +9.2% | 7,821 | $2.9M |
| G2 Capital Management, LLC / Oh | 0.63% | Add +0.0% | 7,796 | $2.9M |
| Stirlingshire Investments, Inc. | 2.13% | Reduce -9.8% | 7,779 | $2.9M |
| CMG Global Holdings, LLC | 1.21% | Reduce -2.6% | 7,742 | $2.9M |
| Delta Financial Advisors LLC | 0.68% | Add +2.4% | 7,730 | $2.9M |
| Plum Street Advisors, LLC | 0.91% | Add +1.4% | 7,714 | $2.9M |
| MassMutual Private Wealth & Trust, FSB | 0.07% | Reduce -29.8% | 7,704 | $2.9M |
| LifeGoal Investments, LLC | 1.30% | Add +0.1% | 7,698 | $2.8M |
| Watershed Private Wealth LLC | 0.80% | Add +0.9% | 7,691 | $2.8M |
| L. Roy Papp & Associates, LLP | 0.30% | Reduce -0.7% | 7,669 | $2.8M |
| Colter Lewis Investment Partners LLC | 1.26% | Add +1.7% | 7,666 | $2.8M |
| Orca Investment Management, LLC | 2.06% | Reduce -1.3% | 7,658 | $2.8M |
| Ketron Financial | 0.88% | Reduce -7.0% | 7,642 | $2.8M |
| Schneider Downs Wealth Management Advisors, LP | 0.27% | Add +12.4% | 7,634 | $2.8M |
| Sheets Smith Wealth Management | 0.28% | Add +1.4% | 7,580 | $2.8M |
| Holland Advisory Services, Inc. | 3.09% | Reduce -1.6% | 7,567 | $2.8M |
| Deutsche Bank AG | 0.00% | Add +213.1% | 7,562 | $2.8M |
| Verdence Capital Advisors LLC | 0.15% | Reduce -9.9% | 7,559 | $2.8M |
| Keewaydin Investments LLC | 0.81% | New | 7,548 | $2.8M |
| Keeler Thomas Management LLC | 0.99% | Add +6.1% | 7,534 | $2.8M |
| Federated Hermes, Inc. | 0.00% | No change | 7,525 | $2.8M |
| Main Street Group, LTD | 0.69% | Add +1.4% | 7,525 | $2.8M |
| Members Wealth LLC | 1.52% | Add +16.6% | 7,507 | $2.8M |
| Fiduciary Advisors, Inc. | 1.86% | No change | 7,489 | $2.8M |
| Pasadena Private Wealth, LLC | 0.35% | Reduce -0.0% | 7,472 | $2.8M |
| Colton Groome Financial Advisors, LLC | 0.67% | Add +74.5% | 7,444 | $2.8M |
| Five Oceans Advisors | 0.89% | Reduce -0.7% | 7,444 | $2.8M |
| Legacy Edge Advisors, LLC | 0.25% | Add +27.9% | 7,443 | $2.8M |
| Cromwell Holdings LLC | 1.23% | New | 7,410 | $2.7M |
| Kropog Financial Group, LLC | 1.94% | Add +1.0% | 7,430 | $2.7M |
| HCR Wealth Advisors | 0.25% | Add +2.8% | 7,410 | $2.7M |
| Innova Wealth Partners | 1.13% | Reduce -15.0% | 7,400 | $2.7M |
| Nabity-Jensen Investment Management Inc | 1.68% | Reduce -4.4% | 7,387 | $2.7M |
| LPWM LLC | 0.61% | Add +1.4% | 7,385 | $2.7M |
| Capital Advisors Inc. | 0.04% | Reduce -28.3% | 7,365 | $2.7M |
| McHugh Group, LLC | 1.40% | Add +0.0% | 7,358 | $2.7M |
| Oxbow Advisors, LLC | 0.22% | Reduce -0.3% | 7,353 | $2.7M |
| Centaurus Financial, Inc. | 0.11% | Add +10.0% | 7,349 | $2.7M |
| Northeast Planning Associates, Inc. / NH / | 2.03% | No change | 7,325 | $2.7M |
| Milestone Asset Management Group, LLC | 1.36% | Add +0.1% | 7,322 | $2.7M |
| Mosaic Family Wealth Partners, LLC | 0.18% | Add +11.2% | 7,317 | $2.7M |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.94% | Reduce -2.1% | 7,295 | $2.7M |
| Good Harbor Advisors, Inc. | 2.64% | Reduce -5.7% | 7,283 | $2.7M |
| True Wealth Design, LLC | 0.64% | Reduce -1.8% | 7,268 | $2.7M |
| Tompkins Financial Corp. | 0.19% | Reduce -7.3% | 7,267 | $2.7M |
| Gemmer Asset Management LLC | 0.18% | Add +0.0% | 7,262 | $2.7M |
| Johnson Bixby & Associates, LLC | 0.30% | Reduce -1.2% | 7,223 | $2.7M |
| Xena Financial Planning, LLC | 2.56% | Add +0.0% | 7,197 | $2.7M |
| Archer Investment Management, LLC | 0.91% | Add +47.2% | 7,187 | $2.7M |
| S.E.E.D. Planning Group LLC | 0.70% | Reduce -1.5% | 7,168 | $2.7M |
| Sun Group Wealth Partners | 1.81% | Add +1.3% | 7,167 | $2.7M |
| Stone Wealth Partners | 1.93% | Add +16.5% | 7,121 | $2.6M |
| Pacifica Partners Inc. | 0.80% | Add +9.4% | 7,163 | $2.6M |
| Sfm, LLC | 1.35% | Reduce -3.1% | 7,120 | $2.6M |
| RDA Financial Network | 0.57% | Add +2.5% | 7,090 | $2.6M |
| United Financial Planning Group LLC | 1.33% | Reduce -1.5% | 7,078 | $2.6M |
| Quotient Wealth Partners, LLC | 0.06% | Reduce -23.6% | 7,058 | $2.6M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Reduce -0.9% | 7,037 | $2.6M |
| Hobbs Group Advisors, LLC | 0.68% | Add +1.3% | 7,035 | $2.6M |
| FLC Capital Advisors | 0.43% | Add +0.4% | 7,031 | $2.6M |
| Beaumont Asset Management, L.L.C. | 1.01% | Add +0.4% | 7,029 | $2.6M |
| HFG Advisors, Inc. | 1.62% | Reduce -0.3% | 7,026 | $2.6M |
| Chemistry Wealth Management LLC | 0.42% | Reduce -1.3% | 7,023 | $2.6M |
| Collaborative Capital Advisors LLC | 1.63% | — | 6,983 | $2.6M |
| Mosaic Financial Group, LLC | 1.65% | Add +0.5% | 6,976 | $2.6M |
| LMG Wealth Partners, LLC | 0.41% | No change | 6,970 | $2.6M |
| Peregrine Asset Advisers, Inc. | 0.56% | Add +16.1% | 6,966 | $2.6M |
| Fourth Dimension Wealth, LLC | 0.81% | Reduce -12.4% | 6,965 | $2.6M |
| Baltimore-Washington Financial Advisors, Inc. | 0.10% | Add +37.4% | 6,946 | $2.6M |
| Verus Capital Partners, LLC | 0.14% | Add +3.2% | 6,910 | $2.6M |
| FinDec Wealth Services, Inc. | 3.02% | Reduce -6.7% | 6,905 | $2.6M |
| Accent Capital Management, LLC | 1.10% | No change | 6,902 | $2.6M |
| Manhattan West Asset Management, LLC | 0.43% | Add +10.7% | 6,899 | $2.6M |
| BTG Pactual Asset Management US LLC | 0.19% | Add +27.7% | 6,894 | $2.6M |
| Compass Capital Corp. /Ma/ | 0.83% | Reduce -55.5% | 6,672 | $2.5M |
| RTD Financial Advisors, Inc. | 0.28% | Add +11.2% | 6,884 | $2.5M |
| Latitude Advisors, LLC | 1.01% | Reduce -1.9% | 6,848 | $2.5M |
| Everett Harris & Co. | 0.03% | Reduce -3.0% | 6,837 | $2.5M |
| Whelan Financial | 0.69% | Reduce -9.3% | 6,831 | $2.5M |
| Ironwood Investment Counsel, LLC | 0.33% | Add +0.6% | 6,818 | $2.5M |
| Hilltop Holdings Inc. | 0.20% | Add +2.0% | 6,815 | $2.5M |
| Vawter Financial, Ltd. | 0.95% | Add +6.4% | 6,810 | $2.5M |
| Curtis Advisory Group, LLC | 0.49% | Reduce -0.4% | 6,809 | $2.5M |
| Mad River Investors | 0.94% | Reduce -22.7% | 6,800 | $2.5M |
| Allianz Asset Management GmbH | 0.00% | No change | 6,800 | $2.5M |
| Rossby Financial, LCC | 0.46% | Add +105.0% | 6,788 | $2.5M |
| Ethic Inc. | 0.03% | Add +489.6% | 6,781 | $2.5M |
| Hubbell Strickland Wealth Management, LLC | 0.90% | Add +2.2% | 6,773 | $2.5M |
| Davidson Trust Co. | 0.98% | Add +17.3% | 6,767 | $2.5M |
| Financial Plan, Inc. | 0.24% | Reduce -6.6% | 6,734 | $2.5M |
| Grandview Asset Management LLC | 0.62% | Add +6.5% | 6,730 | $2.5M |
| Bull Oak Capital, LLC | 0.83% | Reduce -86.3% | 6,721 | $2.5M |
| Fort Sheridan Advisors LLC | 0.27% | Reduce -3.7% | 6,721 | $2.5M |
| NWK Group, Inc. | 0.77% | No change | 6,711 | $2.5M |
| Osborne Partners Capital Management, LLC | 0.14% | Reduce -71.1% | 6,703 | $2.5M |
| Veratis Advisors, Inc. | 1.75% | — | 6,700 | $2.5M |
| Capital Asset Advisory Services LLC | 0.09% | Add +9.1% | 6,699 | $2.5M |
| Red Lighthouse Investment Management, LLC | 0.74% | Reduce -6.1% | 6,673 | $2.5M |
| DBK Financial Counsel, LLC | 2.07% | Reduce -51.1% | 6,671 | $2.5M |
| Marble Wealth, LLC | 0.38% | Add +3.1% | 6,655 | $2.5M |
| TFC Financial Management, Inc. | 0.27% | Add +0.7% | 6,627 | $2.5M |
| American Investment Services, Inc. | 0.52% | Reduce -3.2% | 6,612 | $2.4M |
| Pine Valley Investments Ltd Liability Co | 0.10% | Add +117.8% | 6,612 | $2.4M |
| Cascade Wealth Advisors, Inc | 0.98% | Reduce -3.7% | 6,399 | $2.4M |
| Secure Asset Management, LLC | 0.34% | Reduce -0.1% | 6,591 | $2.4M |
| BOS Asset Management, LLC | 0.57% | Reduce -4.5% | 6,586 | $2.4M |
| RS Crum Inc. | 0.46% | Reduce -1.3% | 6,582 | $2.4M |
| BlueSky Wealth Advisors, LLC | 0.28% | Reduce -8.7% | 6,568 | $2.4M |
| Lee, Kelleher & Klein Wealth Management | 1.27% | No change | 6,567 | $2.4M |
| Aquire Wealth Advisors, LLC | 0.56% | Reduce -0.6% | 6,545 | $2.4M |
| Essex Bank | 0.52% | Reduce -3.7% | 6,542 | $2.4M |
| Praetorian Wealth Management, Inc. | 0.42% | Reduce -15.3% | 6,539 | $2.4M |
| HBE Wealth Management, LLC | 1.73% | Reduce -0.5% | 6,518 | $2.4M |
| Perkins Coie Trust Co | 0.40% | No change | 6,516 | $2.4M |
| Wiser Wealth Management, Inc | 0.46% | Add +2.9% | 6,501 | $2.4M |
| Regatta Capital Group, LLC | 0.32% | Add +1.3% | 6,497 | $2.4M |
| Howard Wealth Management, LLC | 0.89% | Reduce -4.0% | 6,492 | $2.4M |
| Founders Financial Alliance, LLC | 0.32% | Add +17.9% | 6,492 | $2.4M |
| Capital Planning LLC | 0.70% | Add +64.8% | 6,490 | $2.4M |
| Allegheny Financial Group | 0.25% | Reduce -1.1% | 6,456 | $2.4M |
| Bill Few Associates, Inc. | 0.51% | Add +48.1% | 6,453 | $2.4M |
| Strategent Financial, LLC | 1.38% | Reduce -1.1% | 6,451 | $2.4M |
| Park Edge Advisors, LLC | 0.51% | Add +6.6% | 6,427 | $2.4M |
| Octavia Wealth Advisors, LLC | 0.21% | Reduce -15.1% | 6,425 | $2.4M |
| Kinetic Wealth Investment Advisors LLC | 1.12% | — | 6,416 | $2.4M |
| Interchange Capital Partners, LLC | 0.45% | Reduce -5.1% | 6,402 | $2.4M |
| Fca Corp. | 0.58% | Add +16.9% | 6,381 | $2.4M |
| Intellus Advisors LLC | 0.29% | Reduce -3.2% | 6,364 | $2.4M |
| Gill Capital Partners, LLC | 0.62% | Add +0.2% | 6,364 | $2.4M |
| Kassira Wealth Management LLC | 1.89% | Reduce -0.6% | 6,361 | $2.4M |
| ATX Financial Planning, LLC | 1.56% | Reduce -0.6% | 6,357 | $2.4M |
| Elevation Wealth Partners, LLC | 0.70% | Reduce -7.7% | 6,352 | $2.4M |
| Nvwm, LLC | 0.47% | Reduce -34.6% | 6,345 | $2.3M |
| Meitav Investment House Ltd. | 0.02% | New | 6,350 | $2.3M |
| Bantamac Capital, LLC | 1.66% | Add +61.6% | 6,338 | $2.3M |
| Cornell Pochily Investment Advisors, Inc. | 0.63% | Reduce -0.8% | 6,313 | $2.3M |
| Clarendon Private LLC | 1.50% | Reduce -1.8% | 6,307 | $2.3M |
| GDS Wealth Management | 0.11% | Add +35.2% | 6,305 | $2.3M |
| Westfuller Advisors, LLC | 0.85% | Add +0.3% | 6,290 | $2.3M |
| Aspiring Ventures, LLC | 0.62% | Add +0.7% | 6,277 | $2.3M |
| Tower Bridge Advisors | 0.21% | Add +47.4% | 6,270 | $2.3M |
| Shepherd Financial Partners LLC | 0.19% | Add +13.3% | 6,267 | $2.3M |
| Golden Road Advisors LLC | 1.12% | Add +5.6% | 6,264 | $2.3M |
| TIAA Wealth Investment Management LLC | 0.02% | Reduce -60.0% | 6,305 | $2.3M |
| Total Clarity Wealth Management, Inc. | 0.45% | Reduce -20.0% | 6,256 | $2.3M |
| Vantus Wealth LLC | 1.24% | — | 6,255 | $2.3M |
| Schaper Benz & Wise Investment Counsel Inc. | 0.15% | Reduce -4.9% | 6,246 | $2.3M |
| Beese Fulmer Investment Management, Inc. | 0.13% | Reduce -0.1% | 6,245 | $2.3M |
| Courier Capital LLC | 0.12% | Reduce -3.3% | 6,235 | $2.3M |
| Pacific Point Advisors, LLC | 1.05% | Add +22.2% | 6,235 | $2.3M |
| Summit Asset Management, LLC | 0.30% | Add +12.8% | 6,228 | $2.3M |
| Vestor Capital, LLC | 0.14% | Reduce -35.9% | 3,355 | $2.3M |
| Florida Financial Advisors, LLC | 0.39% | Add +11.5% | 6,209 | $2.3M |
| Richard C. Young & CO., LTD. | 0.17% | Reduce -3.0% | 6,198 | $2.3M |
| Sharkey, Howes & Javer | 0.28% | Add +1.7% | 6,193 | $2.3M |
| Collaborative Wealth Managment Inc. | 0.96% | Reduce -2.4% | 6,181 | $2.3M |
| Bridges Investment Management Inc. | 0.03% | Add +43.5% | 6,157 | $2.3M |
| Daner Wealth Management, LLC | 1.23% | Add +0.1% | 5,926 | $2.3M |
| TBH Global Asset Management, LLC | 0.42% | Reduce -0.9% | 6,154 | $2.3M |
| Roffman Miller Associates Inc. | 0.12% | No change | 6,150 | $2.3M |
| Cloud Capital Management, LLC | 0.83% | Add +1.2% | 6,161 | $2.3M |
| Nikulski Financial, Inc. | 0.49% | Reduce -4.7% | 6,140 | $2.3M |
| Providence Capital Advisors, LLC | 0.34% | Reduce -6.3% | 6,131 | $2.3M |
| Concord Wealth Partners | 0.26% | Add +13.5% | 6,119 | $2.3M |
| Gentry Private Wealth, LLC | 1.17% | Reduce -12.6% | 6,117 | $2.3M |
| Texas Yale Capital Corp. | 0.05% | Reduce -2.9% | 6,107 | $2.3M |
| Sovereign Financial Group, Inc. | 0.35% | Add +0.0% | 6,102 | $2.3M |
| Kelleher Financial Advisors | 0.32% | Add +105.2% | 6,101 | $2.3M |
| Asset Advisory Group, Inc. | 0.99% | Reduce -0.8% | 6,099 | $2.3M |
| Retirement Income Solutions, Inc. | 0.39% | No change | 7,032 | $2.3M |
| Salem Investment Counselors Inc. | 0.06% | Reduce -0.5% | 6,088 | $2.3M |
| IFC & Insurance Marketing, Inc. | 1.98% | Add +21.0% | 6,083 | $2.3M |
| Trust Co. of Toledo NA | 0.19% | Add +338.7% | 6,067 | $2.2M |
| Wealthquest Corp | 0.14% | Add +4.2% | 6,058 | $2.2M |
| Bay Rivers Group | 0.76% | Reduce -0.3% | 6,009 | $2.2M |
| Wingate Wealth Advisors, Inc. | 0.98% | Add +8.8% | 6,005 | $2.2M |
| Creative Financial Designs Inc. | 0.11% | Add +13.8% | 6,004 | $2.2M |
| ESL Trust Services, LLC | 0.38% | Add +15.5% | 5,996 | $2.2M |
| Summit Wealth Group, LLC | 0.45% | Reduce -4.3% | 5,995 | $2.2M |
| Caldwell Sutter Capital, Inc. | 0.83% | Reduce -2.4% | 5,982 | $2.2M |
| DecisionMap Wealth Management, LLC | 1.24% | Add +0.1% | 5,980 | $2.2M |
| Covenant Asset Management, LLC | 0.39% | Add +2.1% | 5,971 | $2.2M |
| Townsend Asset Management Corp. /NC/ | 0.71% | Add +41.1% | 5,968 | $2.2M |
| Ipswich Investment Management Co., Inc. | 0.46% | No change | 5,941 | $2.2M |
| MBL Wealth, LLC | 0.15% | Reduce -0.1% | 5,930 | $2.2M |
| Mogy Joel R Investment Counsel Inc. | 0.13% | Add +0.3% | 5,924 | $2.2M |
| Echo Wealth Management, LLC | 1.12% | Add +2.5% | 5,914 | $2.2M |
| Petersen Hastings Wealth Advisors Inc. | 0.18% | Add +31.1% | 5,908 | $2.2M |
| Galvin, Gaustad & Stein, LLC | 0.16% | Add +13.3% | 5,907 | $2.2M |
| Proactive Wealth Strategies LLC | 0.35% | Add +0.1% | 5,903 | $2.2M |
| Compass Financial Management LLC | 0.27% | — | 5,730 | $2.2M |
| Town Capital LLC | 1.38% | Add +3.9% | 5,873 | $2.2M |
| WMG Financial Advisors, LLC | 0.82% | Add +1.8% | 5,866 | $2.2M |
| MOR Wealth Management, LLC | 0.86% | Add +0.7% | 5,858 | $2.2M |
| Turn8 Private Wealth Inc. | 1.45% | Reduce -50.0% | 5,854 | $2.2M |
| Investor's Fiduciary Advisor Network, LLC | 0.74% | Add +30.7% | 5,856 | $2.2M |
| Catalyst Private Wealth, LLC | 1.04% | Add +1.1% | 5,847 | $2.2M |
| PGIM Custom Harvest LLC | 0.03% | Reduce -3.7% | 5,842 | $2.2M |
| Baron Financial Group, LLC | 1.03% | Reduce -1.4% | 5,806 | $2.1M |
| RFP Financial Group LLC | 0.96% | Add +8.9% | 5,804 | $2.1M |
| Capital Investment Management, Inc. | 0.66% | Reduce -0.3% | 5,800 | $2.1M |
| Napier Financial, LLC | 0.45% | Add +3.3% | 5,801 | $2.1M |
| MFA Wealth Services | 1.28% | Add +1.0% | 5,791 | $2.1M |
| Muirfield Wealth Advisors LLC | 1.40% | Reduce -8.5% | 5,787 | $2.1M |
| Ethos Financial Group, LLC | 0.14% | Add +70.9% | 5,880 | $2.1M |
| Concentrum Wealth Management | 0.51% | Reduce -1.5% | 5,781 | $2.1M |
| OFS Enterprise LLC | 0.55% | Add +0.3% | 5,775 | $2.1M |
| Prosperity Bancshares Inc | 1.39% | Reduce -0.4% | 5,757 | $2.1M |
| Droms Strauss Advisors Inc. /Mo/ | 0.48% | New | 5,741 | $2.1M |
| Secured Retirement Advisors, LLC | 1.09% | Reduce -4.0% | 5,732 | $2.1M |
| Winter & Associates, Inc. | 1.59% | Reduce -2.8% | 5,723 | $2.1M |
| Forefront Wealth Partners, LLC | 0.66% | Add +22.0% | 5,719 | $2.1M |
| GW&K Investment Management, LLC | 0.02% | Add +67.3% | 5,705 | $2.1M |
| Pointe Capital Management LLC | 0.94% | Add +0.1% | 5,701 | $2.1M |
| Hurley Capital, LLC | 1.09% | Add +9.6% | 5,697 | $2.1M |
| ETF Store, Inc. | 1.76% | Reduce -1.2% | 5,694 | $2.1M |
| Maridea Wealth Management LLC | 0.23% | Add +113.5% | 5,676 | $2.1M |
| GAMMA Investing LLC | 0.08% | Add +2.6% | 5,671 | $2.1M |
| Tudor Investment Corporation | 0.01% | Reduce -88.3% | 5,669 | $2.1M |
| Austin Wealth Management, LLC | 0.44% | Reduce -0.9% | 5,701 | $2.1M |
| Wealth Management Nebraska | 0.19% | Add +35.9% | 5,652 | $2.1M |
| Essex LLC | 0.32% | Add +0.7% | 5,643 | $2.1M |
| Panoramic Capital Partners, LLC | 0.99% | Add +15.6% | 5,640 | $2.1M |
| Alliance Wealth Advisors, LLC | 0.83% | Reduce -0.2% | 5,632 | $2.1M |
| Etesian Wealth Advisors, Inc. | 0.61% | Add +0.6% | 5,621 | $2.1M |
| Cornerstone Capital, Inc. | 0.19% | Reduce -0.1% | 5,620 | $2.1M |
| Sound Income Strategies, LLC | 0.09% | Add +13.1% | 5,617 | $2.1M |
| Trustmark Bank Trust Department | 0.12% | Reduce -0.3% | 5,615 | $2.1M |
| Crux Wealth Advisors | 0.72% | Reduce -4.3% | 5,615 | $2.1M |
| Armbruster Capital Management, Inc. | 0.31% | Add +82.1% | 5,584 | $2.1M |
| SeaBridge Investment Advisors LLC | 0.30% | Reduce -30.2% | 5,582 | $2.1M |
| KMG Fiduciary Partners, LLC | 0.19% | No change | 5,579 | $2.1M |
| JGP Wealth Management, LLC | 0.19% | Reduce -6.0% | 5,578 | $2.1M |
| BDFS Capital LLC | 0.90% | Add +4.3% | 5,576 | $2.1M |
| Montz Harcus Wealth Management LLC | 0.73% | Add +0.1% | 5,575 | $2.1M |
| Sunbeam Capital Management, LLC | 0.94% | Add +139.2% | 5,570 | $2.1M |
| Outlook Wealth Advisors, LLC | 0.45% | Add +7.9% | 5,569 | $2.1M |
| Birchbrook, Inc. | 0.96% | Reduce -1.7% | 5,553 | $2.1M |
| Fortis Capital Management LLC | 0.23% | Add +3.0% | 5,545 | $2.1M |
| Intergy Private Wealth, LLC | 0.47% | Add +24.9% | 5,536 | $2.0M |
| Northeast Investment Management | 0.08% | Add +0.1% | 5,531 | $2.0M |
| Zacks Investment Management | 0.01% | Reduce -10.7% | 5,529 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -94.8% | 5,522 | $2.0M |
| Fermata Advisors, LLC | 0.41% | Add +1.0% | 5,504 | $2.0M |
| Meadow Creek Wealth Advisors LLC | 1.24% | New | 5,497 | $2.0M |
| Rice Partnership, LLC | 0.25% | No change | 5,495 | $2.0M |
| Aspen Wealth Management LLC | 0.34% | Reduce -1.6% | 5,489 | $2.0M |
| Kera Capital Partners, Inc. | 0.20% | Add +19.2% | 5,487 | $2.0M |
| Meridian Wealth Advisors, LLC | 0.23% | Add +0.8% | 5,484 | $2.0M |
| EFG International AG | 0.04% | Reduce -0.1% | 5,478 | $2.0M |
| MB Generational Wealth, LLC | 0.99% | Reduce -5.6% | 5,475 | $2.0M |
| ODonnell Financial Services, LLC | 0.59% | No change | 5,462 | $2.0M |
| Private Wealth Partners, LLC | 0.15% | No change | 5,462 | $2.0M |
| Heritage Wealth Advisors | 0.07% | Add +1.7% | 5,459 | $2.0M |
| Impact Capital Partners LLC | 0.55% | Reduce -6.2% | 5,454 | $2.0M |
| Sterling Investment Management, LLC | 1.10% | Reduce -10.6% | 5,440 | $2.0M |
| Chapin Davis, Inc. | 0.35% | Reduce -0.6% | 5,431 | $2.0M |
| Pittenger & Anderson Inc. | 0.07% | Add +2.2% | 5,411 | $2.0M |
| Rowlandmiller & Partners.adv | 0.37% | Add +2.2% | 5,410 | $2.0M |
| Ullmann Wealth Partners Group, LLC | 0.18% | Add +3.5% | 5,410 | $2.0M |
| Security Financial Services, INC. | 0.28% | Reduce -2.4% | 5,394 | $2.0M |
| Chatham Capital Group, Inc. | 0.25% | No change | 5,375 | $2.0M |
| Edgestream Partners, L.P. | 0.06% | Add +25.8% | 5,375 | $2.0M |
| Albion Financial Group | 0.11% | Add +14.9% | 5,359 | $2.0M |
| Powerhouse Assets LLC | 1.61% | Reduce -0.8% | 5,356 | $2.0M |
| Goelzer Investment Management, Inc. | 0.09% | Reduce -1.0% | 5,355 | $2.0M |
| Mullaney, Keating & Wright, Inc. | 0.96% | Reduce -0.6% | 5,348 | $2.0M |
| Perryman Financial Advisory Inc. | 0.26% | Reduce -3.9% | 5,338 | $2.0M |
| Holos Integrated Wealth LLC | 0.92% | Reduce -5.5% | 5,341 | $2.0M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.42% | Reduce -7.8% | 5,334 | $2.0M |
| Richmond Investment Services, LLC | 0.62% | Reduce -56.3% | 5,333 | $2.0M |
| Parthenon LLC | 0.21% | Reduce -1.4% | 5,332 | $2.0M |
| Grand Wealth Management, LLC | 0.82% | Add +6.3% | 5,325 | $2.0M |
| Base Wealth Management LLC | 0.91% | Add +2.0% | 5,314 | $2.0M |
| Elgethun Capital Management | 0.27% | Add +0.5% | 5,294 | $2.0M |
| Magnus Financial Group LLC | 0.14% | Reduce -1.8% | 5,293 | $2.0M |
| Financial Council, LLC | 0.63% | Add +2.6% | 5,284 | $2.0M |
| Wealth Analytics Partners, LLC | 0.71% | Add +0.8% | 5,265 | $2.0M |
| IFG Advisors, LLC | 0.27% | Reduce -1.6% | 5,278 | $2.0M |
| Sittner & Nelson, LLC | 0.61% | Add +11.1% | 5,266 | $1.9M |
| One Charles Private Wealth Services, LLC | 0.45% | Add +2.9% | 5,265 | $1.9M |
| Worth Asset Management, LLC | 0.62% | Add +52.5% | 5,261 | $1.9M |
| Purkiss Capital Advisors LLC | 0.74% | Reduce -0.2% | 5,232 | $1.9M |
| Paulson Wealth Management Inc. | 0.41% | Reduce -1.3% | 5,231 | $1.9M |
| Brickley Wealth Management | 0.28% | Add +24.3% | 5,221 | $1.9M |
| Pandowealth. LLC | 1.59% | Add +0.2% | 5,219 | $1.9M |
| Entrewealth, LLC | 0.71% | Add +190.7% | 5,087 | $1.9M |
| Murphy & Mullick Capital Management Corp | 1.20% | Add +4.1% | 5,209 | $1.9M |
| SP Asset Management LLC | 0.15% | Add +0.2% | 5,206 | $1.9M |
| Breakwater Capital Group | 0.23% | Add +7.0% | 5,204 | $1.9M |
| V2 Financial group LLC | 0.72% | Add +23.4% | 5,197 | $1.9M |
| Oarsman Capital, Inc. | 0.20% | Reduce -4.9% | 5,194 | $1.9M |
| Cypress Capital Group | 0.18% | Reduce -0.4% | 5,191 | $1.9M |
| Performance Wealth Partners, LLC | 0.05% | Reduce -2.9% | 5,173 | $1.9M |
| German American Bancorp, Inc. | 0.14% | No change | 5,170 | $1.9M |
| Penobscot Investment Management Company, Inc. | 0.13% | Add +2.3% | 5,161 | $1.9M |
| Courage Miller Partners, LLC | 0.50% | Add +0.0% | 5,156 | $1.9M |
| Paragon Capital Management Inc. | 1.43% | Reduce -18.9% | 5,155 | $1.9M |
| Financial Management Network Inc. | 0.27% | Add +20.0% | 5,193 | $1.9M |
| Seal Cove Capital, LLC | 1.46% | Reduce -16.3% | 5,138 | $1.9M |
| Harbor Group, Inc. | 0.22% | Add +0.3% | 5,131 | $1.9M |
| St Germain D J Co. Inc. | 0.07% | Reduce -0.8% | 5,131 | $1.9M |
| Realta Investment Advisors | 0.59% | Reduce -5.4% | 5,120 | $1.9M |
| Objective Capital Management, LLC | 1.68% | Reduce -2.9% | 5,118 | $1.9M |
| Ted Buchan & Co | 0.62% | No change | 5,116 | $1.9M |
| Morton Brown Family Wealth, LLC | 0.43% | Add +3.7% | 5,090 | $1.9M |
| HWG Holdings LP | 0.42% | No change | 5,079 | $1.9M |
| Hourglass Capital, LLC | 0.37% | No change | 5,059 | $1.9M |
| Cahaba Wealth Management, Inc. | 0.11% | Reduce -5.6% | 5,056 | $1.9M |
| Windsor Advisory Group, LLC | 1.36% | Add +158.0% | 5,051 | $1.9M |
| Vilga Financial Planning LLC | 1.41% | Add +1.1% | 5,048 | $1.9M |
| Dopkins Wealth Management, LLC | 0.68% | Add +113.5% | 5,044 | $1.9M |
| Solidarity Wealth, LLC | 0.33% | Reduce -0.3% | 5,043 | $1.9M |
| Ascent Wealth Partners, LLC | 0.19% | Reduce -31.4% | 5,043 | $1.9M |
| FourThought Financial Partners, LLC | 0.14% | Add +5.1% | 5,039 | $1.9M |
| Lane Brothers & Co. Inc. | 1.22% | No change | 5,034 | $1.9M |
| SageGuard Financial Group, LLC | 0.26% | Reduce -0.3% | 5,028 | $1.9M |
| Pursue Wealth Partners LLC | 1.04% | No change | 5,024 | $1.9M |
| VestGen Investment Management | 0.99% | Add +1.1% | 5,022 | $1.9M |
| Harbour Capital Advisors, LLC | 0.34% | Reduce -0.8% | 4,986 | $1.9M |
| BKM Wealth Management, LLC | 0.66% | Reduce -4.0% | 5,003 | $1.9M |
| AtlasMark Financial, Inc | 0.91% | No change | 5,000 | $1.9M |
| SmartHarvest Portfolios, LLC | 0.60% | No change | 4,997 | $1.8M |
| Thrive Capital Management, LLC | 0.35% | Add +0.6% | 4,970 | $1.8M |
| Morton Capital Management LLC | 0.25% | Reduce -18.1% | 4,966 | $1.8M |
| AF Advisors, Inc. | 0.90% | Reduce -0.6% | 4,966 | $1.8M |
| Graetz Wealth LLC | 1.46% | Add +1.5% | 4,948 | $1.8M |
| Bernardo Wealth Planning LLC | 0.31% | Reduce -5.5% | 4,945 | $1.8M |
| Revisor Wealth Management LLC | 0.44% | Reduce -3.3% | 4,933 | $1.8M |
| Conscious Wealth Investments, LLC | 0.93% | No change | 4,921 | $1.8M |
| Miller Capital Partners, Inc. | 0.71% | No change | 4,912 | $1.8M |
| Valley National Advisers Inc. | 0.20% | Reduce -0.7% | 4,912 | $1.8M |
| Tannin Capital LLC | 1.19% | Reduce -4.2% | 4,905 | $1.8M |
| HHM Wealth Advisors, LLC | 0.18% | Reduce -2.2% | 4,886 | $1.8M |
| SimpliFi, Inc. | 0.71% | Reduce -6.9% | 4,876 | $1.8M |
| Disciplined Investors, L.L.C. | 0.90% | Reduce -4.8% | 4,843 | $1.8M |
| Allie Family Office LLC | 0.66% | New | 4,823 | $1.8M |
| Shira Ridge Wealth Management | 0.62% | Add +1.9% | 4,817 | $1.8M |
| Wealth Dimensions Group, Ltd. | 0.32% | Reduce -1.5% | 4,814 | $1.8M |
| 1 North Wealth Services LLC | 0.58% | No change | 4,808 | $1.8M |
| Wellington Grp LLC | 0.47% | Add +16.5% | 4,805 | $1.8M |
| Next Level Private LLC | 0.35% | Reduce -3.8% | 4,795 | $1.8M |
| Creative Capital Management Investments LLC | 0.41% | Reduce -1.0% | 4,783 | $1.8M |
| BCK Partners, Inc. | 0.85% | Reduce -5.4% | 4,778 | $1.8M |
| IronBridge Private Wealth, LLC | 0.58% | Reduce -24.4% | 4,763 | $1.8M |
| Pacific Financial Group Inc. | 0.84% | Add +2.5% | 4,758 | $1.8M |
| Eaton Financial Holdings Company, LLC | 0.48% | Reduce -42.6% | 4,742 | $1.8M |
| First Growth Capital LLC | 1.33% | No change | 4,739 | $1.8M |
| Abacus Wealth Partners, LLC | 0.18% | Add +50.0% | 4,731 | $1.8M |
| POM Investment Strategies, LLC | 1.98% | New | 4,730 | $1.8M |
| Seneca Financial Advisors LLC | 0.45% | Add +0.1% | 4,727 | $1.7M |
| Archvest Wealth Advisors, Inc. | 1.01% | Add +0.8% | 4,701 | $1.7M |
| Juncture Wealth Strategies, LLC | 0.45% | Reduce -1.9% | 4,700 | $1.7M |
| First Nebraska Trust Co | 0.14% | No change | 4,700 | $1.7M |
| Measured Wealth Private Client Group, LLC | 0.42% | Add +6.3% | 4,695 | $1.7M |
| Littlejohn Financial Services, Inc. | 1.26% | Reduce -2.9% | 4,693 | $1.7M |
| Tarbox Family Office, Inc. | 0.25% | No change | 4,687 | $1.7M |
| Institute for Wealth Management, LLC. | 0.15% | Reduce -6.2% | 4,667 | $1.7M |
| Sherman Wealth Management LLC | 1.30% | Add +0.2% | 4,662 | $1.7M |
| Vista Investment Management | 0.52% | Reduce -0.3% | 4,661 | $1.7M |
| BigSur Wealth Management LLC | 0.41% | No change | 4,653 | $1.7M |
| Brown, Lisle/Cummings, Inc. | 0.39% | Reduce -2.3% | 4,651 | $1.7M |
| MW Advisory, LLC | 0.69% | — | 4,648 | $1.7M |
| Joel Adams & Associates, Inc. | 1.10% | Add +1.4% | 4,646 | $1.7M |
| Everpar Advisors LLC | 0.49% | Reduce -0.8% | 4,643 | $1.7M |
| Ewa, LLC | 0.31% | Add +30.9% | 4,637 | $1.7M |
| KPP Advisory Services LLC | 0.22% | Reduce -0.0% | 4,637 | $1.7M |
| J. Mark Nickell & Co. | 1.37% | Reduce -4.0% | 4,636 | $1.7M |
| Flavin Financial Services, Inc. | 0.98% | Reduce -3.5% | 4,627 | $1.7M |
| Welch Group, LLC | 0.06% | Add +0.6% | 4,621 | $1.7M |
| Journey Advisory Group, LLC | 0.13% | Reduce -0.3% | 4,615 | $1.7M |
| Everest Financial Group LLC | 0.23% | Add +9.2% | 4,615 | $1.7M |
| Americana Partners, LLC | 0.04% | Add +17.0% | 4,611 | $1.7M |
| Riverview Trust Co | 2.03% | No change | 4,604 | $1.7M |
| 10Elms LLP | 0.76% | Reduce -0.2% | 4,604 | $1.7M |
| 1776 Wealth LLC | 0.60% | Reduce -10.2% | 4,592 | $1.7M |
| Macroview Investment Management LLC | 1.06% | Add +1.6% | 4,591 | $1.7M |
| Curran Financial Partners, LLC | 0.25% | Add +0.3% | 4,589 | $1.7M |
| Northwest Quadrant Wealth Management, LLC | 0.31% | Add +2.0% | 4,584 | $1.7M |
| Global Wealth Strategies & Associates | 0.32% | Add +282.5% | 4,579 | $1.7M |
| Key Financial Inc | 0.28% | No change | 4,579 | $1.7M |
| Mason & Associates Inc | 0.27% | Reduce -25.7% | 4,575 | $1.7M |
| Kirtland Hills Capital Management, LLC | 0.48% | Add +0.0% | 4,574 | $1.7M |
| Legacy Solutions, LLC | 1.37% | New | 4,572 | $1.7M |
| Regency Capital Management Inc.\DE | 0.67% | Add +7.9% | 4,571 | $1.7M |
| Parr McKnight Wealth Management Group, LLC | 0.20% | Add +19.6% | 4,569 | $1.7M |
| Woodard & Co. Asset Management Group Inc. | 0.24% | Add +1.3% | 4,566 | $1.7M |
| DV Trading LLC | 0.14% | Reduce -29.9% | 4,560 | $1.7M |
| Pathway Financial Advisors LLC | 0.20% | Reduce -0.6% | 4,576 | $1.7M |
| Hopwood Financial Services, Inc. | 0.97% | Reduce -0.3% | 4,537 | $1.7M |
| Stordahl Capital Management, Inc. | 0.31% | Reduce -0.9% | 4,531 | $1.7M |
| Vident Advisory, LLC | 0.01% | Add +1.2% | 4,529 | $1.7M |
| Sentinel Wealth Management, Inc. | 1.18% | No change | 4,523 | $1.7M |
| Alchemi Wealth, LLC | 0.78% | Add +71.9% | 4,522 | $1.7M |
| Winthrop Capital Management, LLC | 0.40% | No change | 4,520 | $1.7M |
| Scotia Capital Inc. | 0.01% | Reduce -0.9% | 4,517 | $1.7M |
| Noesis Capital Mangement Corp. | 0.20% | Add +65.4% | 4,505 | $1.7M |
| Parkside Investments, LLC | 0.18% | No change | 4,500 | $1.7M |
| Belleair Asset Management, LLC | 1.40% | Add +4.4% | 4,497 | $1.7M |
| Financial Freedom, LLC | 0.76% | Reduce -2.6% | 4,470 | $1.7M |
| Arsenal Capital Advisors LLC | 0.97% | Add +21.6% | 4,463 | $1.7M |
| Chesapeake Wealth Management | 0.46% | Reduce -3.0% | 4,462 | $1.7M |
| Pinnacle Wealth Planning Services, Inc. | 0.16% | Add +9.7% | 4,450 | $1.6M |
| Armstrong Henry H Associates Inc. | 0.16% | No change | 4,449 | $1.6M |
| Sunrise Financial Services, LLC | 0.98% | Add +2.1% | 4,446 | $1.6M |
| Grey Fox Wealth Advisors, LLC | 0.26% | Reduce -0.4% | 4,438 | $1.6M |
| Tritonpoint Wealth, LLC | 0.16% | Reduce -1.4% | 4,426 | $1.6M |
| Conrad Siegel Investment Advisors, Inc. | 0.27% | Add +62.9% | 4,405 | $1.6M |
| Avise Financial Cooperative, Inc. | 1.16% | Add +22.7% | 4,400 | $1.6M |
| Vested Financial Planning, LLC | 1.09% | Reduce -0.4% | 4,398 | $1.6M |
| FWG Investments, LLC. | 0.86% | Add +43.7% | 4,397 | $1.6M |
| McKinley Carter Wealth Services, Inc. | 0.08% | Reduce -2.1% | 4,389 | $1.6M |
| Piedmont Capital Management, LLC | 0.99% | Add +2.5% | 4,383 | $1.6M |
| Endeavor Private Wealth, Inc. | 0.39% | Reduce -20.3% | 4,364 | $1.6M |
| Cypress Financial Planning LLC | 0.40% | Add +116.7% | 4,378 | $1.6M |
| Berkeley, Inc | 0.51% | Reduce -3.2% | 4,373 | $1.6M |
| Summit Financial Strategies, Inc. | 0.11% | Reduce -1.9% | 4,368 | $1.6M |
| Ridgeline Wealth, LLC | 0.95% | Add +30.2% | 4,367 | $1.6M |
| Thompson Siegel & Walmsley LLC | 0.03% | Add +4.2% | 4,354 | $1.6M |
| Cidel Asset Management Inc. | 0.08% | Reduce -8.4% | 4,350 | $1.6M |
| Oak Barrel Wealth Advisory LLC | 0.71% | — | 4,340 | $1.6M |
| Allium Financial Advisors, LLC | 1.05% | Reduce -3.6% | 4,340 | $1.6M |
| Golden State Wealth Management, LLC | 0.15% | Add +4.8% | 4,338 | $1.6M |
| King Wealth Management Group | 0.18% | Reduce -0.4% | 4,326 | $1.6M |
| Financial Advisors Network, Inc. | 0.20% | Reduce -0.7% | 4,319 | $1.6M |
| Key Capital Management, INC | 0.82% | Reduce -8.6% | 4,317 | $1.6M |
| Curated Wealth Partners LLC | 0.19% | Add +0.1% | 4,318 | $1.6M |
| Churchill Financial Advisors, LLC | 0.31% | No change | 4,315 | $1.6M |
| Focused Wealth Management, Inc | 0.14% | Add +0.1% | 4,314 | $1.6M |
| Carmel Capital Partners, LLC | 0.53% | Reduce -1.8% | 4,313 | $1.6M |
| Robinswood Financial LLC | 0.46% | Reduce -6.0% | 4,308 | $1.6M |
| Cogent Strategic Wealth LLC | 1.52% | No change | 4,308 | $1.6M |
| Triumph Capital Management | 0.29% | Reduce -38.1% | 4,287 | $1.6M |
| Wealth Enhancement Trust Services, Inc. | 0.18% | Add +39.2% | 4,277 | $1.6M |
| GHP Investment Advisors, Inc. | 0.06% | Add +9.0% | 4,276 | $1.6M |
| Chris Bulman Inc | 0.58% | Add +22.3% | 4,267 | $1.6M |
| Aspen Capital Management, LLC | 0.35% | Add +0.9% | 4,266 | $1.6M |
| Acorn Financial Advisory Services Inc. | 0.21% | Add +2.4% | 4,263 | $1.6M |
| Jeppson Wealth Management, LLC | 0.46% | Reduce -1.1% | 4,262 | $1.6M |
| OakTrust Wealth Advisors, LLC | 1.36% | Add +0.3% | 4,260 | $1.6M |
| Sunburst Financial Group, LLC | 0.26% | Reduce -0.3% | 4,258 | $1.6M |
| Global Financial Private Client, LLC | 0.43% | Add +2.9% | 4,250 | $1.6M |
| Transamerica Financial Advisors, LLC | 0.13% | Add +2488.4% | 4,245 | $1.6M |
| Vision Retirement, LLC | 0.38% | Add +7.4% | 4,242 | $1.6M |
| Sage Capital Advisors,llc | 0.33% | Add +1.5% | 4,241 | $1.6M |
| Mosley Wealth Management | 0.50% | Reduce -70.0% | 4,234 | $1.6M |
| Clarity Financial LLC | 0.13% | Add +2.5% | 4,226 | $1.6M |
| First Pacific Financial | 0.19% | Reduce -0.6% | 4,219 | $1.6M |
| Fragasso Financial Advisors Inc | 0.08% | Add +1.3% | 4,214 | $1.6M |
| RAM Investment Partners, LLC | 0.25% | Reduce -1.1% | 4,212 | $1.6M |
| Fortitude Advisory Group L.L.C. | 0.59% | Add +20.1% | 4,197 | $1.6M |
| Advance Capital Management, Inc. | 0.05% | Add +14.3% | 4,191 | $1.6M |
| Hutchens & Kramer Investment Management Group, LLC | 0.42% | Add +6.3% | 4,188 | $1.5M |
| JB Capital LLC | 0.05% | Reduce -5.1% | 4,188 | $1.5M |
| Allen Capital Group, LLC | 0.13% | Reduce -0.3% | 4,186 | $1.5M |
| CSP Financial Group, LLC | 1.32% | Reduce -0.2% | 4,183 | $1.5M |
| Brown Wealth Management, LLC | 0.35% | Reduce -2.2% | 4,179 | $1.5M |
| Mattern Capital Management, LLC | 0.18% | Reduce -4.6% | 4,179 | $1.5M |
| Hengehold Capital Management LLC | 0.12% | Add +14.0% | 4,173 | $1.5M |
| Brightwater Advisory LLC | 0.98% | Reduce -5.4% | 4,171 | $1.5M |
| Altfest L J & Co. Inc. | 0.15% | Add +21.0% | 4,170 | $1.5M |
| Searcy Financial Services Inc. | 0.52% | No change | 4,153 | $1.5M |
| Spinnaker Trust | 0.07% | Add +3.0% | 4,150 | $1.5M |
| Iowa State Bank | 0.26% | No change | 4,145 | $1.5M |
| Balefire, LLC | 0.25% | Add +9.9% | 4,145 | $1.5M |
| Gutierrez Wealth Advisory, LLC | 0.88% | Reduce -17.1% | 4,137 | $1.5M |
| Buttonwood Financial Advisors Inc. | 0.46% | Reduce -3.7% | 4,119 | $1.5M |
| Eq LLC | 0.37% | Reduce -6.9% | 4,119 | $1.5M |
| Hudock, Inc. | 0.20% | Reduce -0.7% | 4,116 | $1.5M |
| CM Wealth Advisors LLC | 0.27% | Add +12.0% | 4,116 | $1.5M |
| Gradient Capital Advisors, LLC | 0.35% | Add +0.4% | 4,113 | $1.5M |
| West Michigan Advisors, LLC | 0.29% | Reduce -1.6% | 4,103 | $1.5M |
| Altus Wealth Group LLC | 0.55% | Add +0.2% | 4,101 | $1.5M |
| KDT Advisors, LLC | 2.10% | Add +22.0% | 4,100 | $1.5M |
| Tidemark, LLC | 0.34% | Add +1.8% | 4,090 | $1.5M |
| Jasper Ridge Partners, L.P. | 0.03% | New | 4,089 | $1.5M |
| Columbia Advisory Partners LLC | 0.83% | Reduce -3.8% | 4,087 | $1.5M |
| Frisch Financial Group, Inc. | 0.26% | Reduce -6.8% | 4,079 | $1.5M |
| Elevated Capital Advisors, LLC | 0.41% | Add +50.1% | 4,074 | $1.5M |
| First Foundation Advisors | 0.05% | Reduce -18.2% | 4,074 | $1.5M |
| Heritage Investment Group, Inc. | 0.20% | Reduce -3.8% | 4,068 | $1.5M |
| Spartan Wealth Advisory Services LLC | 0.12% | Add +45.1% | 4,063 | $1.5M |
| Tortuga Wealth Management, Inc | 1.14% | Add +6.5% | 4,054 | $1.5M |
| Davidson Investment Advisors | 0.06% | No change | 4,052 | $1.5M |
| Capital Management Associates, Inc | 0.30% | Add +0.6% | 4,052 | $1.5M |
| Unison Advisors LLC | 0.10% | Add +0.3% | 4,052 | $1.5M |
| GW Henssler & Associates Ltd. | 0.07% | Add +2.4% | 4,030 | $1.5M |
| Parsons Capital Management Inc. | 0.07% | Add +2.8% | 4,028 | $1.5M |
| Fischer Financial Services, Inc. | 0.37% | Reduce -0.6% | 4,025 | $1.5M |
| Greenwich Wealth Management LLC | 0.05% | Reduce -2.4% | 4,025 | $1.5M |
| Powers Advisory Group, LLC | 0.47% | New | 4,021 | $1.5M |
| Davidson Kahn Capital Management, LLC | 0.64% | Add +16.4% | 4,019 | $1.5M |
| Hollencrest Capital Management | 0.10% | Reduce -94.5% | 4,012 | $1.5M |
| J Hagan Capital, Inc. | 0.69% | Reduce -1.9% | 4,008 | $1.5M |
| Keystone Wealth Services, LLC | 0.28% | Add +0.2% | 4,006 | $1.5M |
| Cadinha & Co. LLC | 0.22% | Reduce -0.1% | 4,002 | $1.5M |
| Hamilton Wealth, LLC | 0.27% | Reduce -5.0% | 3,999 | $1.5M |
| Cornerstone Advisory, LLC | 0.12% | Reduce -0.2% | 3,991 | $1.5M |
| Millennium Management | 0.00% | New | 3,988 | $1.5M |
| Wallace Advisory Group, LLC | 1.38% | New | 3,977 | $1.5M |
| Benin Management CORP | 0.30% | No change | 3,968 | $1.5M |
| IAG Wealth Partners, LLC | 0.15% | Reduce -2.6% | 3,968 | $1.5M |
| Fund Advisors of America Inc | 1.33% | Reduce -1.9% | 3,968 | $1.5M |
| Venturi Wealth Management, LLC | 0.06% | Add +1.3% | 3,961 | $1.5M |
| LBMC Investment Advisors, LLC | 0.08% | Add +37.9% | 3,951 | $1.5M |
| Aletheian Wealth Advisors LLC | 0.62% | Reduce -0.6% | 3,950 | $1.5M |
| Adventist Health System/ West | 0.23% | No change | 3,950 | $1.5M |
| Darden Wealth Group Inc | 0.58% | Add +2.6% | 3,942 | $1.5M |
| Columbus Macro, LLC | 0.14% | Reduce -2.6% | 3,941 | $1.5M |
| Neumann Capital Management, LLC | 0.96% | Add +3.1% | 3,938 | $1.5M |
| LBJ Family Wealth Advisors, Ltd. | 0.74% | No change | 3,962 | $1.5M |
| Eley Financial Management, Inc | 0.47% | Add +0.3% | 3,925 | $1.5M |
| Willis Johnson & Associates, Inc. | 0.08% | Reduce -42.5% | 3,917 | $1.4M |
| Aaron Wealth Advisors LLC | 0.07% | Reduce -0.6% | 3,909 | $1.4M |
| Arvest Bank Trust Division | 0.07% | Reduce -4.1% | 3,904 | $1.4M |
| Sequent Asset Management, LLC | 0.61% | Add +0.1% | 3,900 | $1.4M |
| Tiemann Investment Advisors, LLC | 0.52% | Reduce -0.5% | 3,899 | $1.4M |
| OneAscent Wealth Management LLC | 0.43% | Reduce -3.1% | 3,897 | $1.4M |
| Ridgeline Wealth Planning, LLC | 0.91% | No change | 3,877 | $1.4M |
| F&V Capital Management, LLC | 0.26% | Add +0.4% | 3,873 | $1.4M |
| Colonial Trust Advisors | 0.10% | Reduce -0.6% | 3,866 | $1.4M |
| Knightsbridge Asset Management, LLC | 0.19% | Add +59.7% | 3,853 | $1.4M |
| Your Advocates Ltd., LLP | 0.41% | Add +0.2% | 3,847 | $1.4M |
| Chancellor Financial Group WB LP | 0.88% | Add +72.3% | 3,840 | $1.4M |
| Arnold Financial Planning LLC | 1.06% | Add +0.4% | 3,840 | $1.4M |
| Burney Co./ | 0.04% | Reduce -21.6% | 3,830 | $1.4M |
| Seven Springs Wealth Group, LLC | 0.32% | Add +1.8% | 3,826 | $1.4M |
| Birchcreek Wealth Management, LLC | 0.55% | Add +0.1% | 3,822 | $1.4M |
| Archford Capital Strategies, LLC | 0.14% | Add +7.8% | 3,822 | $1.4M |
| Appleton Partners Inc. | 0.09% | Reduce -0.8% | 3,819 | $1.4M |
| Cathy Pareto & Associates, Inc. | 0.83% | Add +2.7% | 3,815 | $1.4M |
| William Mack & Associates, Inc. | 0.50% | New | 3,804 | $1.4M |
| Twelve Points Wealth Management LLC | 0.28% | Reduce -15.2% | 3,803 | $1.4M |
| Ridgewood Investments LLC | 0.53% | Reduce -3.7% | 3,802 | $1.4M |
| Stockman Wealth Management, Inc. | 0.15% | Add +10.9% | 3,798 | $1.4M |
| Front Street Capital Management, Inc. | 0.16% | Reduce -2.9% | 3,797 | $1.4M |
| Brick & Kyle, Associates | 0.46% | No change | 4,378 | $1.4M |
| Uncommon Cents Investing LLC | 0.30% | Add +387.1% | 3,790 | $1.4M |
| North Forty Two & Co. | 1.19% | Reduce -1.5% | 3,789 | $1.4M |
| Quest 10 Wealth Builders, Inc. | 1.08% | Reduce -4.1% | 3,774 | $1.4M |
| Rexford Capital Inc. | 0.85% | No change | 3,760 | $1.4M |
| Flower City Capital | 0.61% | Add +0.9% | 3,759 | $1.4M |
| Opulen Financial Group LLC | 0.87% | Add +6.4% | 3,758 | $1.4M |
| Advantage Trust Co | 0.49% | Add +19.1% | 3,749 | $1.4M |
| Sweeney & Michel, LLC | 0.36% | Add +0.3% | 3,607 | $1.4M |
| Elevated Financial Group LLC | 0.39% | Reduce -6.6% | 3,718 | $1.4M |
| Pacific Asset Management, LLC | 0.67% | Add +0.9% | 3,716 | $1.4M |
| Aspire Private Capital, LLC | 0.28% | Reduce -1.4% | 3,715 | $1.4M |
| First Command Advisory Services, Inc. | 0.01% | Reduce -79.8% | 3,706 | $1.4M |
| Sage Investment Counsel LLC | 1.37% | Add +0.1% | 3,706 | $1.4M |
| Farrell Financial LLC | 0.74% | Add +1.1% | 3,704 | $1.4M |
| Eagle Strategies LLC | 0.14% | Add +0.7% | 3,702 | $1.4M |
| New World Advisors LLC | 0.23% | Reduce -1.4% | 3,700 | $1.4M |
| Aspire Capital Advisors LLC | 0.27% | Reduce -19.9% | 3,682 | $1.4M |
| Heffernan Advisory, Inc. | 1.14% | Add +0.4% | 3,670 | $1.4M |
| Fortune 45 LLC | 0.58% | Add +1.1% | 3,663 | $1.4M |
| TKG Advisors, LLC | 0.47% | Reduce -2.5% | 3,664 | $1.4M |
| Ellenbecker Investment Group | 0.16% | Add +57.2% | 3,656 | $1.4M |
| ORBA Wealth Advisors, L.L.C. | 1.16% | Reduce -43.6% | 3,653 | $1.4M |
| Sonoma Allocations LLC | 0.42% | Add +0.5% | 3,616 | $1.3M |
| Capstone Wealth Management, LLC | 0.62% | Add +0.6% | 3,615 | $1.3M |
| Fairscale Capital, LLC | 0.80% | No change | 3,608 | $1.3M |
| Citrine Capital LLC | 0.49% | Reduce -1.2% | 3,603 | $1.3M |
| Spirepoint Private Client, LLC | 0.11% | Add +44.2% | 3,593 | $1.3M |
| HRC Wealth Management, LLC | 0.54% | Reduce -2.4% | 3,591 | $1.3M |
| Donaldson Capital Management, LLC | 0.04% | Add +52.6% | 3,583 | $1.3M |
| Radnor Capital Management, LLC | 0.19% | No change | 3,581 | $1.3M |
| Stage Harbor Financial, LLC | 0.76% | No change | 3,576 | $1.3M |
| Opal Wealth Advisors, LLC | 0.29% | Add +3.7% | 3,574 | $1.3M |
| Keystone Financial Group, Inc. | 0.69% | Reduce -21.5% | 3,569 | $1.3M |
| EPG Wealth Management LLC | 0.32% | Add +6.0% | 3,566 | $1.3M |
| Alexander Labrunerie & Co., Inc. | 0.46% | Add +57.1% | 3,544 | $1.3M |
| Lafayette Investments, Inc. | 0.24% | Add +35.4% | 3,539 | $1.3M |
| Lutz Financial Services LLC | 0.08% | Add +2.4% | 3,537 | $1.3M |
| Reyes Financial Architecture, Inc. | 0.73% | No change | 3,535 | $1.3M |
| Aire Advisors, LLC | 0.21% | Add +0.7% | 3,524 | $1.3M |
| Meridian Financial Partners LLC | 0.44% | Add +15.7% | 3,498 | $1.3M |
| Silver Oak Wealth Advisors Services, LLC | 0.78% | Reduce -2.9% | 3,509 | $1.3M |
| Prairie Advisory, LLC | 0.31% | — | 3,507 | $1.3M |
| Westbourne Investments, Inc. | 0.53% | Reduce -0.3% | 3,507 | $1.3M |
| Hardworking Capital Advisors, LLC | 1.06% | No change | 3,504 | $1.3M |
| Third View Private Wealth, LLC | 0.16% | Add +6.3% | 3,502 | $1.3M |
| Smithbridge Asset Management Inc. | 0.18% | Reduce -4.6% | 3,500 | $1.3M |
| Cora Capital Advisors LLC | 0.36% | Add +0.2% | 3,500 | $1.3M |
| Access Financial Services, Inc. | 0.42% | Add +0.3% | 3,492 | $1.3M |
| Community Bank of Raymore | 0.76% | No change | 3,484 | $1.3M |
| Jamison Private Wealth Management, Inc. | 0.13% | Add +44.5% | 3,474 | $1.3M |
| Salomon & Ludwin, LLC | 0.11% | Reduce -4.0% | 3,475 | $1.3M |
| Westshore Wealth, LLC | 0.40% | Add +0.9% | 3,467 | $1.3M |
| Sherry Group, Inc. | 1.25% | Add +1.3% | 3,481 | $1.3M |
| Christine Messmer PC | 0.72% | Reduce -0.4% | 3,448 | $1.3M |
| BankPlus Wealth Management LLC | 0.57% | Add +7.3% | 3,445 | $1.3M |
| Cypress Wealth Services, LLC | 0.16% | Add +33.3% | 3,438 | $1.3M |
| Vavra Capital Management, LLC | 1.11% | Add +1.8% | 3,438 | $1.3M |
| tru Independence LLC | 0.55% | Add +0.2% | 3,426 | $1.3M |
| Blalock Williams, LLC | 0.82% | Reduce -1.6% | 3,422 | $1.3M |
| Checchi Capital Advisers, LLC | 0.08% | Reduce -8.6% | 3,421 | $1.3M |
| NTV Asset Management LLC | 0.12% | Add +1.5% | 3,421 | $1.3M |
| Burns Matteson Capital Management, LLC | 0.40% | Reduce -62.0% | 3,419 | $1.3M |
| Strategic Equity Management | 0.42% | Reduce -0.1% | 3,414 | $1.3M |
| Claris Advisors, LLC / Mo / | 0.33% | Add +0.1% | 3,410 | $1.3M |
| Old Mission Investment Co LLC | 0.26% | Add +33.7% | 3,405 | $1.3M |
| ARS Wealth Advisors Group, LLC | 0.10% | Add +5.6% | 3,394 | $1.3M |
| Graney & King, LLC | 0.45% | Reduce -4.4% | 3,390 | $1.3M |
| Warner Financial, Inc. | 0.37% | Add +1.6% | 3,387 | $1.3M |
| Bollard Group LLC | 0.04% | Add +0.3% | 3,383 | $1.3M |
| LVW Advisors, LLC | 0.11% | Reduce -8.1% | 3,372 | $1.2M |
| Liberty Square Wealth Partners LLC | 0.30% | Reduce -3.4% | 3,370 | $1.2M |
| Whalerock Point Partners, LLC | 0.22% | No change | 3,368 | $1.2M |
| Vision Capital Management, Inc. | 0.14% | Add +20.9% | 3,368 | $1.2M |
| PYA Waltman Capital, LLC | 0.30% | No change | 3,363 | $1.2M |
| Texas Capital Bank Wealth Management Services Inc | 0.07% | Reduce -13.3% | 3,359 | $1.2M |
| Dana Investment Advisors, Inc. | 0.03% | Add +168.0% | 3,358 | $1.2M |
| Midwest Financial Group LLC | 0.44% | Add +0.4% | 3,356 | $1.2M |
| Delta Investment Management, LLC | 0.20% | Add +1.2% | 3,348 | $1.2M |
| Peak Asset Management, LLC | 0.18% | Reduce -0.9% | 3,344 | $1.2M |
| Prosperity Financial Group, Inc. | 0.38% | Add +5.2% | 3,339 | $1.2M |
| Defined Wealth Management, LLC | 0.64% | Reduce -0.0% | 3,336 | $1.2M |
| Ameriflex Group, Inc. | 0.50% | Add +8.8% | 3,335 | $1.2M |
| Mason Investment Advisory Services, Inc. | 0.05% | Add +1.1% | 3,332 | $1.2M |
| Ridgecrest Wealth Partners, LLC | 0.59% | Reduce -6.2% | 3,327 | $1.2M |
| IMPACTfolio, LLC | 0.46% | Reduce -2.1% | 3,325 | $1.2M |
| Steigerwald, Gordon & Koch Inc. | 0.12% | Reduce -9.9% | 3,317 | $1.2M |
| Moneywise, Inc. | 0.46% | Reduce -0.1% | 3,310 | $1.2M |
| Team Hewins, LLC | 0.34% | Add +0.8% | 3,309 | $1.2M |
| Summit Wealth Partners, LLC | 0.17% | Reduce -0.2% | 3,303 | $1.2M |
| Van Hulzen Asset Management, LLC | 0.09% | Add +14.1% | 3,297 | $1.2M |
| Strategy Asset Managers LLC | 0.18% | Add +205.6% | 3,270 | $1.2M |
| Financial Management Professionals, Inc. | 0.11% | Add +2715.5% | 3,266 | $1.2M |
| Northbridge Financial Group, LLC | 0.46% | Reduce -8.9% | 3,254 | $1.2M |
| Tempo Wealth, LLC | 0.18% | Reduce -21.8% | 3,254 | $1.2M |
| Sage Investment Advisers LLC | 0.81% | Reduce -6.3% | 3,249 | $1.2M |
| Elevation Wealth Management LLC | 0.90% | Add +9.4% | 3,246 | $1.2M |
| Quantum Financial Partners LLC | 0.61% | — | 3,246 | $1.2M |
| Cape Investment Advisory, Inc. | 0.32% | Add +10.3% | 3,230 | $1.2M |
| Cross Staff Investments Inc | 0.67% | Reduce -29.7% | 3,228 | $1.2M |
| Timmons Wealth Management, LLC | 0.87% | Reduce -64.5% | 3,225 | $1.2M |
| Riverstone Advisors, LLC | 0.49% | Reduce -1.6% | 3,224 | $1.2M |
| Silver Grove Financial Group, Inc. | 0.65% | Add +18.3% | 3,223 | $1.2M |
| Trivium Point Advisory, LLC | 0.11% | Add +282.6% | 3,214 | $1.2M |
| Hilltop National Bank | 0.25% | No change | 3,211 | $1.2M |
| B & T Capital Management DBA Alpha Capital Management | 0.16% | Reduce -3.3% | 3,210 | $1.2M |
| Patten & Patten Inc. | 0.06% | Add +54.5% | 3,210 | $1.2M |
| Loudon Investment Management, LLC | 0.58% | Reduce -1.4% | 3,208 | $1.2M |
| Legacy Wealth Managment, LLC | 0.49% | Reduce -3.7% | 3,194 | $1.2M |
| Nilsine Partners, LLC | 0.08% | Add +0.9% | 3,193 | $1.2M |
| River Wealth Advisors LLC | 0.12% | Reduce -6.3% | 3,190 | $1.2M |
| Evernest Financial Advisors, LLC | 0.25% | Add +22.3% | 3,186 | $1.2M |
| Port Capital LLC | 0.05% | No change | 3,186 | $1.2M |
| Asset Advisors Investment Management, LLC | 0.11% | No change | 3,183 | $1.2M |
| Poinciana Advisors Group, LLC | 0.87% | No change | 3,174 | $1.2M |
| Legacies Wealth LLC | 0.64% | Add +1248.5% | 3,169 | $1.2M |
| Riversedge Advisors, LLC | 0.16% | Add +0.1% | 3,167 | $1.2M |
| Tandem Capital Management Corp. | 0.49% | Add +1.1% | 3,166 | $1.2M |
| Clarion Wealth Managment Partners, LLC | 0.94% | No change | 3,153 | $1.2M |
| Guardian Financial Partners, LLC | 0.45% | Add +9.1% | 3,153 | $1.2M |
| Lowe Brockenbrough & Co. Inc. | 0.05% | No change | 3,150 | $1.2M |
| Waycross Investment Management Co | 0.89% | Add +33.4% | 3,149 | $1.2M |
| Maia Wealth LLC | 0.17% | Add +1.2% | 3,143 | $1.2M |
| Kingsman Wealth Management, Inc. | 0.54% | Add +0.3% | 3,127 | $1.2M |
| Prosperity Planning, Inc. | 0.37% | Reduce -2.8% | 3,126 | $1.2M |
| Bennett Selby Investments LP | 0.37% | No change | 3,122 | $1.2M |
| Lee Danner & Bass Inc. | 0.07% | Add +3.5% | 3,113 | $1.2M |
| Lawood & Co. | 0.78% | Reduce -10.7% | 3,112 | $1.2M |
| M1 Capital Management LLC | 0.42% | Add +14.1% | 3,094 | $1.1M |
| Hoxton Planning & Management, LLC | 0.30% | No change | 3,088 | $1.1M |
| Armor Investment Advisors, LLC | 0.37% | Add +1.9% | 3,086 | $1.1M |
| Heritage Wealth Management, Inc. | 0.28% | New | 3,081 | $1.1M |
| Pennsylvania Capital Management Inc. | 0.29% | Reduce -16.8% | 3,081 | $1.1M |
| Matrix Asset Advisors Inc. | 0.09% | Reduce -1.9% | 3,076 | $1.1M |
| Reynders McVeigh Capital Management, LLC | 0.05% | Add +7.0% | 3,071 | $1.1M |
| San Luis Wealth Advisors LLC | 0.17% | Reduce -2.1% | 3,073 | $1.1M |
| Adamsbrown Wealth Consultants LLC | 0.21% | Add +33.8% | 3,071 | $1.1M |
| Constant Guidance Financial LLC | 0.71% | Reduce -3.3% | 3,060 | $1.1M |
| Foster & Motley Inc. | 0.05% | Add +0.9% | 3,060 | $1.1M |
| Financial Perspectives, Inc | 0.27% | Add +23.4% | 3,045 | $1.1M |
| CORDA Investment Management, LLC. | 0.07% | Reduce -7.7% | 3,039 | $1.1M |
| Charles Schwab Trust Co | 0.06% | Add +13.5% | 3,037 | $1.1M |
| Cornerstone Financial Management LLC | 0.90% | No change | 3,034 | $1.1M |
| Key Client Fiduciary Advisors, LLC | 0.33% | Reduce -13.5% | 3,026 | $1.1M |
| Oak Wealth Advisors LLC | 0.54% | Reduce -0.5% | 3,024 | $1.1M |
| SFG Wealth Management, LLC. | 0.40% | Reduce -17.8% | 3,006 | $1.1M |
| Rhodes Investment Advisors Inc. | 0.82% | Add +4.0% | 2,997 | $1.1M |
| Boltwood Capital Management | 0.25% | Add +0.1% | 2,988 | $1.1M |
| Convergence Financial, LLC | 0.09% | Add +2.5% | 2,984 | $1.1M |
| Strategic Wealth Partners, Ltd. | 0.07% | Add +53.9% | 2,977 | $1.1M |
| Magnolia Private Wealth, LLC | 0.60% | Reduce -9.9% | 2,976 | $1.1M |
| Walled Lake Planning & Wealth Management, LLC | 0.28% | Add +0.3% | 2,974 | $1.1M |
| Sachetta, LLC | 0.54% | Add +52.4% | 2,974 | $1.1M |
| Ruane, Cunniff & Goldfarb L.P. | 0.02% | Add +8.2% | 2,973 | $1.1M |
| Inspirion Wealth Advisors, LLC | 0.13% | No change | 2,978 | $1.1M |
| Richard P Slaughter Associates Inc | 0.22% | Reduce -8.0% | 2,967 | $1.1M |
| CBM Financial, LLC | 0.65% | New | 2,968 | $1.1M |
| LifeWealth Investments, LLC | 0.29% | Add +7.8% | 2,928 | $1.1M |
| Capital Advantage, Inc. | 0.13% | Reduce -12.6% | 2,927 | $1.1M |
| Beckerman Institutional, LLC | 0.51% | No change | 2,922 | $1.1M |
| Envision Financial Planning, LLC | 0.35% | No change | 2,918 | $1.1M |
| Texas Bank & Trust Co | 0.35% | No change | 2,914 | $1.1M |
| Fidelity D & D Bancorp Inc. | 0.37% | Reduce -1.7% | 2,912 | $1.1M |
| Fortitude Family Office, LLC | 0.21% | Reduce -0.8% | 2,906 | $1.1M |
| Titiun Yejiel | 0.93% | No change | 2,900 | $1.1M |
| West Wealth Group, LLC | 0.18% | Add +4.1% | 2,893 | $1.1M |
| Physician Wealth Solutions Inc. | 0.41% | Reduce -0.3% | 2,888 | $1.1M |
| S&co Inc. | 0.06% | No change | 2,882 | $1.1M |
| Websterrogers Financial Advisors, LLC | 0.27% | Add +1.3% | 2,878 | $1.1M |
| TrustBank | 0.36% | Add +1.1% | 2,878 | $1.1M |
| Hudson Capital Management LLC | 0.26% | Reduce -0.8% | 2,868 | $1.1M |
| MPWM Advisory Solutions, LLC | 0.48% | Add +0.0% | 2,860 | $1.1M |
| NewCorp Financial Services, Inc. | 0.81% | Reduce -11.6% | 2,859 | $1.1M |
| Ibex Wealth Advisors | 0.08% | Reduce -0.9% | 2,855 | $1.1M |
| Elm3 Financial Group, LLC | 0.72% | Add +5.8% | 2,853 | $1.1M |
| Channel Wealth LLC | 0.24% | Reduce -3.0% | 2,848 | $1.1M |
| World Equity Group, Inc. | 0.24% | Add +1.1% | 2,847 | $1.1M |
| CMH Wealth Management LLC | 0.16% | Reduce -0.9% | 2,845 | $1.1M |
| YANKCOM Partnership | 0.38% | Add +736.2% | 2,843 | $1.1M |
| Curbstone Financial Management Corp | 0.18% | Add +0.7% | 2,840 | $1.1M |
| Opus Financial Solutions LLC | 0.85% | Add +39.2% | 2,840 | $1.1M |
| Sonoma Private Wealth LLC | 1.13% | Add +29.7% | 2,837 | $1.0M |
| Power Wealth Management LLC | 0.36% | Reduce -0.5% | 2,837 | $1.0M |
| Gainline Financial Partners, LLC | 0.98% | — | 2,837 | $1.0M |
| Bank of New Hampshire | 0.22% | Reduce -1.1% | 2,835 | $1.0M |
| ArborFi Advisors, LLC | 0.76% | Reduce -4.4% | 2,827 | $1.0M |
| Resurgent Financial Advisors LLC | 0.29% | Reduce -0.9% | 2,827 | $1.0M |
| SeedSafe Financial LLC | 0.75% | No change | 2,820 | $1.0M |
| Tilia Fiduciary Partners, Inc. | 0.49% | Add +0.9% | 2,819 | $1.0M |
| Greenwood Capital Associates LLC | 0.10% | Add +16.5% | 2,818 | $1.0M |
| Sterling Investment Advisors, Ltd. | 0.17% | Add +0.2% | 2,818 | $1.0M |
| Encompass More Asset Management | 0.15% | Add +0.4% | 2,817 | $1.0M |
| New England Professional Planning Group Inc. | 0.39% | No change | 2,804 | $1.0M |
| Pioneer Wealth Management Group | 0.25% | No change | 2,801 | $1.0M |
| Probity Advisors, Inc. | 0.15% | Reduce -0.4% | 2,798 | $1.0M |
| Towerpoint Wealth, LLC | 0.36% | Add +0.2% | 2,773 | $1.0M |
| Evolution Wealth Advisors, LLC | 0.12% | No change | 2,771 | $1.0M |
| Emerald Advisors, LLC | 0.13% | No change | 2,770 | $1.0M |
| GK Wealth Management LLC | 0.62% | New | 2,766 | $1.0M |
| Commonwealth Financial Services, LLC | 0.14% | Reduce -0.1% | 2,766 | $1.0M |
| Carson Advisory Inc. | 0.47% | Reduce -0.5% | 2,765 | $1.0M |
| Legacy Trust | 0.18% | No change | 2,761 | $1.0M |
| Spreng Capital Management, Inc. | 0.37% | Reduce -4.1% | 2,758 | $1.0M |
| Great Hill Capital LLC | 0.49% | Reduce -5.5% | 2,755 | $1.0M |
| Ryan Investment Management, Inc. | 0.46% | Add +123.2% | 2,750 | $1.0M |
| Retirement Wealth Solutions LLC | 0.56% | Reduce -0.4% | 2,750 | $1.0M |
| Agate Pass Investment Management, LLC | 0.37% | No change | 2,723 | $1.0M |
| Estate Counselors, LLC | 0.09% | Reduce -21.7% | 2,721 | $1.0M |
| RCS Financial Planning, LLC | 0.48% | Reduce -8.1% | 2,718 | $1.0M |
| Archer Investment Corp | 0.19% | Add +7.6% | 2,716 | $1.0M |
| Atlantic Edge Private Wealth Management, LLC | 0.21% | Reduce -3.5% | 2,714 | $1.0M |
| Winebrenner Capital Management LLC | 0.61% | Reduce -3.9% | 2,712 | $1.0M |
| Smith Chas P & Associates Pa Cpas | 0.05% | Reduce -9.0% | 2,711 | $1.0M |
| American National Bank & Trust | 0.09% | Add +0.8% | 2,710 | $1.0M |
| MTM Investment Management, LLC | 0.29% | Add +3239.5% | 2,705 | $1.0M |
| Miramar Capital, LLC | 0.22% | No change | 2,705 | $1.0M |
| Union Savings Bank | 0.40% | Reduce -0.7% | 2,703 | $1.0M |
| BXM Wealth LLC | 0.54% | Add +109.4% | 2,701 | $999K |
| Wealth Advisors Northwest LLC | 0.34% | No change | 2,699 | $999K |
| Halter Ferguson Financial Inc. | 0.16% | Reduce -10.3% | 2,698 | $998K |
| J. Derek Lewis & Associates Inc. | 0.19% | Add +15.5% | 2,697 | $998K |
| Mueller Wealth, LLC | 0.68% | Add +0.1% | 2,697 | $998K |
| Orleans Capital Management Corp. | 0.52% | No change | 2,696 | $998K |
| Koss-Olinger Consulting, LLC | 0.08% | Add +0.1% | 2,692 | $996K |
| Polaris Investment Advisors, LLC | 0.64% | Reduce -2.1% | 2,688 | $995K |
| Shared Vision Wealth Group LLC | 0.34% | No change | 2,683 | $993K |
| Evergreen Advisors, LLC | 0.21% | Add +0.3% | 2,670 | $988K |
| Financial Synergies Wealth Advisors, Inc. | 0.08% | Reduce -17.8% | 2,667 | $987K |
| Intelligence Driven Advisers, LLC | 0.16% | Add +1.3% | 2,666 | $986K |
| MidAtlantic Capital Management, Inc. | 0.61% | Reduce -0.9% | 2,664 | $986K |
| Beacon Bridge Wealth Partners, LLC | 0.28% | Add +322.9% | 2,664 | $986K |
| Prevail Innovative Wealth Advisors, LLC | 0.15% | Reduce -17.3% | 2,658 | $984K |
| Orion Capital Management LLC | 0.31% | Add +7.0% | 2,657 | $983K |
| Carnegie Lake Advisors LLC | 0.37% | Add +0.1% | 2,646 | $979K |
| Sawyer & Company, Inc | 0.33% | Reduce -16.1% | 2,645 | $979K |
| PAX Financial Group, LLC | 0.15% | Add +6.4% | 2,642 | $978K |
| Investment House LLC | 0.04% | New | 2,642 | $978K |
| Clear Street Group Inc. | 0.00% | New | 2,636 | $975K |
| Arkos Global Advisors | 0.12% | Add +2.3% | 2,629 | $973K |
| GFS Advisors, LLC | 0.10% | Reduce -5.0% | 51,606 | $973K |
| PW Nova Financial Services LLC | 0.21% | Reduce -2.5% | 2,622 | $970K |
| Junk Investment Group, LLC | 0.43% | Add +0.1% | 2,618 | $969K |
| RiverGlades Family Offices LLC | 0.44% | Reduce -7.6% | 2,615 | $968K |
| Cornerstone Wealth Advisors, Inc. | 0.20% | Reduce -11.8% | 2,611 | $966K |
| Gerald Baker Financial Group LLC | 0.27% | Add +12.0% | 2,609 | $965K |
| Triad Wealth Partners, LLC | 0.06% | Reduce -21.3% | 2,582 | $965K |
| Quent Capital, LLC | 0.06% | Add +0.1% | 2,607 | $965K |
| Investment Planning Advisors, Inc. | 0.22% | Reduce -0.5% | 2,607 | $965K |
| WealthShield Partners, LLC | 0.15% | Reduce -17.0% | 2,605 | $964K |
| Welch & Forbes LLC | 0.01% | No change | 2,603 | $963K |
| Retirement Solution LLC | 0.19% | Add +32.7% | 2,600 | $962K |
| SJS Investment Consulting Inc. | 0.10% | Add +7.5% | 2,598 | $961K |
| Marietta Wealth Management, LLC | 0.10% | Add +2.0% | 2,594 | $960K |
| Afg Fiduciary Services Limited Partnership | 0.76% | No change | 2,601 | $959K |
| Net Worth Advisory Group | 0.24% | Reduce -29.1% | 2,586 | $957K |
| Triune Financial Partners, LLC | 0.20% | Add +0.9% | 2,580 | $955K |
| FSA Advisors, Inc. | 0.44% | New | 2,574 | $953K |
| Halbert Hargrove Global Advisors, LLC | 0.04% | Reduce -2.2% | 2,573 | $952K |
| Baxter Bros Inc. | 0.11% | Add +0.0% | 2,572 | $952K |
| Clearwater Capital Advisors, LLC | 0.07% | No change | 2,568 | $950K |
| Insight Advisors, LLC/ PA | 0.17% | Add +0.8% | 2,568 | $950K |
| Legacy Financial Group, Inc. | 0.22% | Add +0.1% | 2,567 | $950K |
| Safeguard Investment Advisory Group, LLC | 0.22% | Add +39.6% | 2,564 | $949K |
| Gilliland Jeter Wealth Management LLC | 0.25% | No change | 2,564 | $949K |
| Baker Tilly Wealth Management, LLC | 0.20% | Reduce -16.9% | 2,560 | $947K |
| Independent Wealth Network Inc. | 0.24% | New | 2,555 | $945K |
| O'Connor Financial Group LLC | 0.33% | Reduce -1.8% | 2,554 | $945K |
| DWM Financial Group, Inc. | 0.84% | — | 2,817 | $944K |
| Marathon Strategic Advisors, LLC | 0.53% | No change | 2,546 | $942K |
| Earnest Partners LLC | 0.00% | Add +93.3% | 2,534 | $938K |
| All Terrain Financial Advisors, LLC | 0.20% | Reduce -6.3% | 2,531 | $937K |
| Delta Asset Management LLC | 0.08% | Add +0.1% | 2,531 | $937K |
| Ascentis Wealth Management, LLC | 0.16% | No change | 2,525 | $934K |
| Southland Equity Partners LLC | 0.16% | Add +5.6% | 2,522 | $933K |
| Adkins Seale Capital Management LLC | 0.83% | No change | 2,521 | $933K |
| Salus Financial Advisors, LLC | 0.46% | Add +26.4% | 2,521 | $933K |
| Continental Investors Services, Inc. | 0.73% | Reduce -47.0% | 2,454 | $932K |
| Quest Investment Management LLC | 0.11% | Reduce -4.9% | 2,517 | $931K |
| Vermillion Wealth Management, Inc. | 0.22% | Reduce -24.8% | 2,515 | $931K |
| Drake & Associates, LLC | 0.16% | Add +46.1% | 2,512 | $930K |
| Patten Group, Inc. | 0.14% | Add +3.7% | 2,510 | $929K |
| Barnes Pettey Financial Advisors, LLC | 0.29% | Add +96.2% | 2,509 | $928K |
| BlueStem Wealth Partners, LLC | 0.09% | Add +0.2% | 2,503 | $926K |
| Fishman Jay A Ltd. | 0.07% | No change | 2,500 | $925K |
| Talon Private Wealth, LLC | 0.11% | Add +5.3% | 2,499 | $925K |
| Causey Wealth LLC | 0.36% | Add +0.7% | 2,486 | $920K |
| True Link Financial Advisors, LLC | 0.05% | Add +0.7% | 2,486 | $920K |
| D L Carlson Investment Group Inc. | 0.15% | Add +4.5% | 2,485 | $920K |
| HighMark Wealth Management LLC | 0.31% | Add +0.3% | 2,482 | $919K |
| Chico Wealth RIA | 0.48% | Reduce -2.1% | 2,479 | $918K |
| Family Investment Center, Inc. | 0.15% | Reduce -0.6% | 2,479 | $917K |
| Northwest Bancshares, Inc. | 0.16% | Reduce -0.4% | 2,471 | $914K |
| Per Stirling Capital Management, LLC. | 0.09% | Add +6.6% | 2,466 | $912K |
| Morey & Quinn Wealth Partners, LLC | 0.58% | Add +9.8% | 2,454 | $908K |
| WestHill Financial Advisors, Inc. | 0.15% | Reduce -1.1% | 2,454 | $908K |
| Colonial River Investments, LLC | 0.26% | Reduce -11.9% | 2,453 | $908K |
| Gambit Capital Management, LLC | 0.53% | Reduce -1.2% | 2,452 | $907K |
| NorthAvenue LLC | 0.65% | Add +178.5% | 2,445 | $905K |
| Cohen Capital Management, Inc. | 0.12% | No change | 2,445 | $905K |
| Meridian Investment Counsel Inc. | 0.19% | No change | 2,442 | $904K |
| Mason & Associates, LLC | 0.19% | Add +28.5% | 2,442 | $904K |
| Van Den Berg Management I, Inc. | 0.19% | Reduce -7.5% | 2,441 | $903K |
| Permanens Capital L.P. | 0.09% | New | 2,439 | $903K |
| Alpine Bank Wealth Management | 0.12% | New | 2,434 | $901K |
| North Berkeley Wealth Management, LLC | 0.36% | Add +0.0% | 2,434 | $901K |
| Viawealth, LLC | 0.45% | Add +3.8% | 2,426 | $898K |
| DF Dent & Co. Inc. | 0.02% | Add +4.8% | 2,425 | $897K |
| Lauer Wealth, LLC | 0.61% | Add +0.2% | 2,417 | $897K |
| Manchester Financial Inc. | 0.16% | Reduce -0.0% | 2,421 | $896K |
| Petra Financial Advisors Inc. | 0.41% | Add +0.2% | 2,419 | $895K |
| Marco Investment Management LLC | 0.06% | Reduce -11.0% | 2,419 | $895K |
| BCGM Wealth Management, LLC | 0.19% | Add +0.0% | 2,415 | $894K |
| Conservest Capital Advisors, Inc. | 0.07% | Add +73.9% | 2,412 | $893K |
| Millennium Capital Advisors, LLC | 0.49% | Add +3.5% | 2,411 | $893K |
| J.M. Arbour, LLC | 0.77% | Reduce -8.6% | 2,407 | $891K |
| Cedar Point Capital Partners, LLC | 0.51% | Reduce -11.9% | 2,399 | $888K |
| Oregon Pacific Wealth Management, LLC | 0.83% | Add +0.1% | 2,389 | $884K |
| Bank of Marin | 0.62% | Reduce -4.2% | 2,389 | $884K |
| Platform Technology Partners | 0.14% | Reduce -0.2% | 2,385 | $883K |
| Fairfield, Bush & Co. | 0.43% | Reduce -12.4% | 2,372 | $878K |
| Ofc Financial Planning, LLC | 0.78% | Add +2.3% | 2,367 | $876K |
| Lakeridge Wealth Management LLC | 0.32% | Reduce -1.9% | 2,364 | $875K |
| Martel Wealth Advisors LLC | 0.14% | Reduce -8.3% | 2,352 | $870K |
| Stegner Investment Associates Inc. | 0.41% | No change | 2,350 | $870K |
| Community Bank, N.A. | 0.09% | Reduce -0.3% | 2,347 | $868K |
| Nixon Peabody Trust Co. | 0.06% | No change | 2,343 | $867K |
| Nolet Wealth Management, LLC | 0.48% | No change | 2,343 | $867K |
| Tobias Financial Advisors, Inc. | 0.11% | Add +0.1% | 2,339 | $866K |
| WP Advisors, LLC | 0.21% | Add +0.3% | 2,338 | $865K |
| ERn Financial, LLC | 0.14% | Reduce -0.6% | 2,332 | $863K |
| Wise Wealth Partners | 1.47% | Reduce -2.5% | 2,330 | $862K |
| American Capital Advisory, LLC | 0.31% | Reduce -1.4% | 2,330 | $862K |
| Parkshore Wealth Management, Inc. | 0.25% | Reduce -1.0% | 2,326 | $861K |
| Shah Wealth Advisors, LLC | 0.20% | — | 2,317 | $858K |
| Strategic Investment Advisors / MI | 0.05% | Add +13.9% | 2,313 | $856K |
| eCIO, Inc. | 0.24% | Reduce -7.3% | 2,313 | $856K |
| Austin Asset Management Co Inc | 0.12% | Add +50.4% | 2,312 | $856K |
| PCM Encore, LLC | 0.15% | Reduce -50.8% | 2,311 | $855K |
| DDD Partners, LLC | 0.05% | Add +1.5% | 2,310 | $855K |
| SlateStone Wealth, LLC | 0.07% | Reduce -23.7% | 2,305 | $853K |
| Cadia Private Client LLC | 0.61% | Reduce -1.5% | 2,302 | $852K |
| CDKV Holdings LLC | 0.66% | No change | 2,297 | $850K |
| Financial Consulate, Inc. | 0.09% | Add +8.0% | 2,297 | $850K |
| DeLarme Wealth Management, Inc. | 0.49% | Add +0.0% | 2,296 | $850K |
| Traction Financial Partners, LLC | 0.45% | Add +0.0% | 2,293 | $849K |
| Harbour Trust & Investment Management Co | 0.08% | No change | 2,292 | $848K |
| Wealthspire Retirement, LLC | 0.05% | Reduce -12.7% | 2,282 | $848K |
| Solutions 4 Wealth, Ltd | 1.09% | Add +0.6% | 2,287 | $846K |
| Mountain Pacific Investment Advisers LLC | 0.13% | No change | 2,283 | $845K |
| Pinkerton Wealth, LLC | 0.07% | Add +50.2% | 2,632 | $844K |
| Stonebridge Financial Group, LLC | 0.12% | — | 2,268 | $839K |
| Anson Capital, Inc. | 0.55% | Add +1.5% | 2,265 | $838K |
| Northern Capital Management, Inc. | 0.36% | Reduce -2.3% | 2,256 | $835K |
| Bellars Harris Wealth Management, LLC | 0.17% | — | 2,256 | $835K |
| Planning Strategies Inc. | 0.52% | — | 2,254 | $834K |
| 17 Capital Partners, LLC | 0.38% | Add +15.9% | 2,250 | $833K |
| Two Sigma Securities, LLC | 0.07% | Reduce -86.1% | 2,249 | $832K |
| Montecito Bank & Trust | 0.12% | No change | 2,240 | $829K |
| Family Office Research LLC | 0.31% | Add +4.6% | 2,239 | $829K |
| MilWealth Group LLC | 0.18% | No change | 2,238 | $828K |
| Bellevue Asset Management, LLC | 0.38% | Reduce -0.9% | 2,237 | $828K |
| Alpha Financial Advisors, LLC | 0.23% | Add +0.0% | 2,232 | $826K |
| Innovative Asset Advisors Group, LLC | 0.36% | Add +48.5% | 2,232 | $826K |
| Stenger Family Office, LLC | 0.13% | Reduce -14.0% | 2,230 | $825K |
| GTS Financial, LLC | 0.60% | Reduce -1.1% | 2,714 | $825K |
| Unified Investment Management | 0.77% | Add +52.2% | 2,228 | $824K |
| Financial Discovery Group Inc. | 1.75% | Reduce -0.1% | 2,222 | $822K |
| Triton Financial Group Inc | 0.47% | New | 2,222 | $822K |
| Turtle Creek Wealth Advisors, LLC | 0.04% | Reduce -1.5% | 2,219 | $821K |
| 4J Wealth Management LLC | 0.40% | Add +1.6% | 2,215 | $820K |
| Leading Edge Financial Planning LLC | 0.15% | Add +11.5% | 2,213 | $819K |
| Mycio Wealth Partners, LLC | 0.15% | Add +121.9% | 2,212 | $819K |
| Curio Wealth, LLC | 0.25% | Add +0.1% | 2,199 | $814K |
| Summit Place Financial Advisors, LLC | 0.36% | Add +186.5% | 2,192 | $811K |
| Ruggaard & Associates LLC | 0.29% | Reduce -9.9% | 2,189 | $810K |
| Barlow Wealth Partners, LLC | 0.09% | No change | 2,196 | $809K |
| Crabel Capital Management, LLC | 0.59% | Add +8.0% | 2,183 | $808K |
| Kaizen Financial Strategies | 0.32% | Reduce -20.7% | 2,187 | $808K |
| First American Bank | 0.05% | New | 2,181 | $807K |
| Palumbo Wealth Management LLC | 0.17% | Add +0.3% | 2,180 | $807K |
| Chilton Capital Management LLC | 0.03% | Reduce -34.6% | 2,179 | $806K |
| Blom & Howell Financial Planning, Inc. | 0.67% | Add +2.1% | 2,175 | $805K |
| Ariston Services Group | 0.44% | Add +0.0% | 2,172 | $804K |
| RB Capital Management, LLC | 0.16% | Add +20.2% | 2,171 | $804K |
| Northcape Wealth Management, LLC | 0.21% | No change | 2,170 | $803K |
| WealthCare Investment Partners, LLC | 0.19% | Add +12.0% | 2,169 | $802K |
| Harvest Investment Services, LLC | 0.12% | Reduce -1.5% | 2,167 | $802K |
| Northside Capital Management, LLC | 0.07% | Add +15.2% | 2,166 | $802K |
| Owl Creek Wealth Partners LLC | 0.23% | Add +3.4% | 2,162 | $800K |
| Lauterbach Financial Advisors, LLC | 0.34% | Add +4.3% | 2,161 | $800K |
| Garden State Investment Advisory Services LLC | 0.16% | Reduce -0.6% | 2,161 | $799K |
| McCarter Private Wealth Services LLC | 0.28% | No change | 2,159 | $799K |
| Investment Counsel Co. of Nevada | 1.49% | Add +15.5% | 2,158 | $799K |
| Virtue Capital Management, LLC | 0.11% | Add +2.6% | 2,237 | $798K |
| Vestia Personal Wealth Advisors | 0.31% | Add +2.1% | 2,156 | $798K |
| DiNuzzo Private Wealth, Inc. | 0.08% | Reduce -1.5% | 2,155 | $797K |
| True Freedom Investing, LLC | 0.06% | No change | 2,483 | $797K |
| Hager Investment Management Services, LLC | 0.37% | No change | 2,148 | $795K |
| DMC Group, LLC | 0.54% | New | 2,147 | $794K |
| Intrinsic Value Partners, LLC | 0.54% | Reduce -2.3% | 2,147 | $794K |
| 3 Factor Indexing, LLC | 0.67% | No change | 2,140 | $792K |
| OceanIQ Capital, LLC | 0.48% | — | 2,079 | $791K |
| Canal Capital Management, LLC | 0.10% | Reduce -0.1% | 2,136 | $791K |
| Vista Finance, LLC | 0.44% | Add +0.2% | 2,128 | $787K |
| HF Advisory Group, LLC | 0.24% | New | 2,125 | $786K |
| Legacy Capital Group California, Inc. | 0.24% | Add +0.1% | 2,124 | $786K |
| Accelerate Investment Advisors LLC | 0.45% | Add +0.1% | 2,123 | $786K |
| Ariadne Wealth Management, LP | 0.35% | No change | 2,123 | $785K |
| Richardson Financial Services Inc. | 0.44% | No change | 2,116 | $783K |
| Vantage Point Financial LLC | 0.24% | Add +0.2% | 2,114 | $782K |
| Kanawha Capital Management LLC | 0.05% | No change | 2,110 | $781K |
| Amplius Wealth Advisors, LLC | 0.06% | Add +35.5% | 2,105 | $779K |
| Alta Wealth Advisors LLC | 0.21% | Add +2.7% | 2,104 | $778K |
| Baron Wealth Management LLC | 0.20% | New | 2,103 | $778K |
| Brown Financial Advisory | 0.32% | No change | 2,102 | $778K |
| Box Hill Private Wealth LLC | 0.62% | Add +0.3% | 2,098 | $776K |
| Approach Retirement Advisors, LLC | 0.56% | Reduce -11.6% | 2,095 | $775K |
| Cordatus Wealth Management LLC | 0.17% | No change | 2,091 | $774K |
| Able Wealth Management LLC | 0.18% | Reduce -21.8% | 2,090 | $773K |
| Bearing Point Capital, LLC | 0.10% | Reduce -0.1% | 2,088 | $773K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.09% | No change | 2,088 | $773K |
| Davis Wealth Advisors, LLC | 0.60% | Reduce -34.8% | 2,080 | $770K |
| Oak Family Advisors, LLC | 0.22% | Reduce -12.2% | 2,079 | $769K |
| Exit Wealth Advisors, LLC. | 0.35% | Add +8.6% | 2,074 | $768K |
| MidFirst Bank | 0.05% | No change | 2,074 | $767K |
| McNaughton Wealth Management, LLC | 0.27% | New | 2,071 | $766K |
| Flagstone Financial Management | 0.17% | Reduce -1.0% | 2,068 | $765K |
| Mirador Capital Partners LP | 0.09% | Add +6.1% | 2,063 | $763K |
| Caerus Investment Advisors, LLC | 0.26% | Add +6.3% | 2,063 | $763K |
| Childress Capital Advisors, LLC | 0.12% | Add +1.5% | 2,058 | $762K |
| Prudent Investors Network, Inc. | 0.15% | Reduce -50.0% | 2,055 | $761K |
| Planning Alternatives Ltd. | 0.08% | Reduce -27.1% | 2,055 | $760K |
| Ring Mountain Capital, LLC | 0.32% | Add +0.1% | 2,052 | $759K |
| J. Safra Sarasin Holding AG | 0.01% | New | 2,050 | $759K |
| Oxler Private Wealth LLC | 0.22% | No change | 2,049 | $758K |
| Blue Chip Partners, LLC | 0.05% | Add +49.0% | 2,047 | $758K |
| WJ Financial Advisors LLC | 0.56% | Reduce -0.7% | 2,042 | $756K |
| Aldebaran Financial Inc. | 0.61% | Reduce -26.5% | 2,039 | $755K |
| Pacific Sage Partners, LLC | 0.11% | Add +36.3% | 2,037 | $754K |
| Horizon Investment Services, LLC | 0.21% | Reduce -2.0% | 2,029 | $751K |
| SOA Wealth Advisors, LLC. | 0.13% | Reduce -3.1% | 2,028 | $751K |
| Legacy Wealth Partners, LLC | 0.17% | Add +17.2% | 2,022 | $748K |
| StoryOne LLC | 0.35% | Add +0.0% | 2,020 | $747K |
| Chicago Wealth Management, Inc. | 0.26% | No change | 2,013 | $745K |
| Integrity Advisory Solutions, LLC | 0.08% | Add +67.2% | 2,011 | $744K |
| Alpha Financial Partners LLC | 0.39% | Reduce -1.3% | 2,011 | $744K |
| Titan Global Capital Management USA LLC | 0.09% | New | 2,006 | $742K |
| Retirement Investment Advisors, Inc. | 0.05% | Add +3.6% | 1,998 | $739K |
| Klaas Financial Asset Advisors, LLC | 0.09% | No change | 1,986 | $735K |
| Deltec Asset Management LLC | 0.11% | No change | 1,983 | $734K |
| Red Mountain Financial, LLC | 0.61% | Add +9.9% | 1,979 | $732K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.14% | Reduce -4.2% | 1,978 | $732K |
| Guardian Partners Inc. | 0.07% | Reduce -0.1% | 1,975 | $731K |
| Mma Asset Management LLC | 0.23% | No change | 1,974 | $731K |
| William John Sempolinski | 0.29% | No change | 1,969 | $729K |
| Pinnacle Wealth Management Group, Inc. | 0.34% | Reduce -7.5% | 1,964 | $727K |
| Longview Financial Advisors LLC | 0.36% | No change | 1,958 | $725K |
| Red Crane Wealth Management, LLC | 0.53% | No change | 1,957 | $724K |
| Stonebrook Private Inc. | 0.13% | Add +39.4% | 1,955 | $723K |
| Waterfront Wealth Inc. | 0.11% | Add +51.2% | 1,940 | $723K |
| Orion Investment Co | 0.21% | Reduce -50.6% | 1,954 | $723K |
| Hilltop Partners LLC | 0.17% | Add +0.1% | 1,951 | $722K |
| Navalign, LLC | 0.17% | Add +35.7% | 1,950 | $722K |
| PMG Wealth Management, Inc. | 0.45% | Add +3.9% | 1,950 | $722K |
| Legacy Financial Group LLC | 0.08% | Reduce -1.4% | 1,950 | $722K |
| Affinity Wealth Management LLC | 0.09% | Reduce -2.0% | 1,950 | $721K |
| Arcataur Capital Management LLC | 0.18% | Reduce -11.0% | 1,947 | $720K |
| Jefferies Financial Group Inc. | 0.01% | Add +41.5% | 1,945 | $720K |
| Mountain Capital Investment Advisors Inc. | 0.10% | Add +9.2% | 1,943 | $719K |
| Vistica Wealth Advisors, LLC | 0.62% | Add +70.3% | 1,942 | $719K |
| Bensler, LLC | 0.06% | Add +68.5% | 1,941 | $718K |
| Grantvest Financial Group LLC | 0.42% | Add +6.5% | 1,939 | $718K |
| Harbor Advisory Corp. | 0.19% | Reduce -9.4% | 1,935 | $716K |
| Hamilton Capital, LLC | 0.04% | Add +70.3% | 1,931 | $715K |
| Range Financial Group LLC | 0.19% | Reduce -2.0% | 1,923 | $711K |
| Planning Center, Inc. | 0.07% | Reduce -5.8% | 1,922 | $711K |
| Wealthgarden F.S. LLC | 0.40% | Add +31.5% | 1,922 | $711K |
| Apriem Advisors | 0.06% | Add +1.6% | 1,918 | $710K |
| Markowski Investments | 0.16% | — | 1,917 | $709K |
| AG Asset Advisory, LLC | 0.57% | Reduce -3.8% | 1,917 | $709K |
| Painted Porch Advisors LLC | 0.31% | Reduce -8.6% | 1,916 | $709K |
| Redhawk Wealth Advisors, Inc. | 0.07% | Reduce -3.0% | 1,916 | $709K |
| Virtus Wealth Solutions LLC | 0.10% | Add +0.8% | 1,916 | $709K |
| GGM Financial LLC | 0.27% | Add +0.2% | 1,911 | $707K |
| Aufman Associates Inc | 0.28% | Add +0.2% | 1,911 | $707K |
| Addison Advisors LLC | 0.33% | Reduce -27.7% | 1,910 | $707K |
| Triangle Securities Wealth Management | 0.14% | Add +0.4% | 1,907 | $706K |
| CPA Asset Management Group, LLC | 0.20% | No change | 1,904 | $705K |
| BridgePort Financial Solutions, LLC | 0.18% | Add +0.9% | 1,904 | $705K |
| Tolleson Wealth Management, Inc. | 0.09% | New | 1,892 | $700K |
| Wealth Management Partners, LLC | 0.16% | Reduce -10.7% | 1,892 | $700K |
| Prudent Man Investment Management, Inc. | 0.24% | No change | 2,087 | $700K |
| Condor Capital Management | 0.05% | Add +0.3% | 1,889 | $699K |
| Clearwave Capital, LLC | 0.39% | Add +0.3% | 1,889 | $699K |
| Empirical Asset Management, LLC | 0.16% | Add +0.3% | 1,887 | $698K |
| Roman Butler Fullerton & Co. | 0.17% | Add +0.3% | 1,888 | $698K |
| MinichMacGregor Wealth Management, LLC | 0.11% | Add +7.0% | 1,886 | $698K |
| Mills Wealth Advisors LLC | 0.22% | Reduce -23.0% | 1,879 | $695K |
| Serenity Investment Advisors | 0.30% | Add +16.7% | 1,840 | $693K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.05% | Reduce -0.7% | 1,872 | $693K |
| Transcendent Capital Group LLC | 0.27% | Reduce -3.7% | 1,871 | $692K |
| Keebeck Wealth Management | 0.07% | Add +7.0% | 1,869 | $692K |
| 1832 Asset Management L.P. | 0.00% | No change | 1,868 | $691K |
| Marathon Wealth Advisors LLC | 0.24% | Add +3.5% | 1,867 | $691K |
| Geneva Partners, LLC | 0.18% | Add +0.8% | 1,866 | $691K |
| Outbound Financial Inc | 0.45% | Add +33.0% | 1,864 | $690K |
| Retirement Financial Solutions, LLC | 0.17% | Add +0.3% | 1,864 | $690K |
| Heartwood Wealth Advisors LLC | 0.05% | No change | 1,860 | $688K |
| Houlihan Financial Resource Group, Ltd. | 0.24% | No change | 1,856 | $687K |
| Tilson Financial Group, Inc. | 0.19% | Add +0.5% | 1,855 | $686K |
| TrustWell Financial Advisors, LLC | 0.58% | Reduce -1.5% | 1,853 | $686K |
| B.O.S.S. Retirement Advisors, LLC | 0.18% | Reduce -37.7% | 1,849 | $684K |
| Summit Wealth & Retirement Planning, Inc. | 0.14% | Add +3.9% | 1,848 | $684K |
| Integrated Capital Management, Inc. | 0.48% | Add +11.3% | 1,845 | $683K |
| Anchor Capital Advisors LLC | 0.02% | Reduce -21.1% | 1,845 | $683K |
| Bienville Capital Management, LLC | 0.10% | Reduce -17.9% | 1,843 | $682K |
| Attessa Capital LLC | 0.31% | Add +0.2% | 1,842 | $682K |
| Keystone Financial Services | 0.17% | Reduce -18.8% | 1,833 | $678K |
| Conquis Financial LLC | 0.55% | No change | 1,832 | $678K |
| Red Spruce Capital, LLC | 0.24% | Add +57.3% | 1,831 | $678K |
| ZEGA Investments, LLC | 0.11% | Reduce -2.1% | 1,830 | $677K |
| JT Stratford LLC | 0.07% | Add +2.9% | 1,827 | $676K |
| Alaska Wealth Advisors, LLC | 0.07% | No change | 1,821 | $674K |
| FFG Partners, LLC | 0.19% | Add +0.3% | 1,818 | $673K |
| Chesapeake Asset Management LLC | 0.52% | Add +12.4% | 1,817 | $672K |
| Centerpoint Advisors, LLC | 0.19% | Add +0.8% | 1,815 | $672K |
| Kastel Capital Advisors, LLC | 0.42% | Reduce -88.7% | 2,094 | $672K |
| Whitcomb & Hess, Inc. | 0.14% | No change | 1,814 | $671K |
| Breachway Investments LLC | 1.01% | Add +1.0% | 1,811 | $670K |
| Ballast, Inc. | 0.13% | No change | 1,805 | $668K |
| Vista Investment Partners Ii, LLC | 0.26% | Add +1.0% | 1,802 | $667K |
| BetterWealth, LLC | 0.12% | No change | 1,802 | $667K |
| BankPlus Trust Department | 0.16% | Add +11.2% | 1,797 | $665K |
| 49 Wealth Management, LLC | 0.13% | Reduce -78.8% | 1,797 | $665K |
| Alongside, LLC | 0.13% | — | 1,797 | $665K |
| Optivise Advisory Services LLC | 0.34% | Add +23.5% | 1,796 | $665K |
| Quattro Advisors LLC | 0.44% | Add +29.0% | 1,793 | $664K |
| Lifeworks Advisors, LLC | 0.07% | Reduce -25.4% | 1,793 | $663K |
| Seelaus Asset Management LLC | 0.47% | Reduce -5.2% | 1,792 | $663K |
| Thomasville National Bank | 0.04% | — | 1,790 | $662K |
| Vectors Research Management, LLC | 0.17% | Reduce -1.6% | 1,787 | $661K |
| USA Financial Formulas | 0.12% | — | 1,773 | $656K |
| M. Kraus & Co | 0.17% | Add +19.0% | 1,769 | $655K |
| Weaver Capital Management LLC | 0.14% | No change | 2,038 | $654K |
| Cedarwood Wealth LLC | 0.49% | Add +50.0% | 1,764 | $653K |
| Stillwater Capital Advisors, LLC | 0.07% | No change | 1,763 | $652K |
| Payne Capital Management, LLC | 0.17% | Add +1.3% | 1,762 | $652K |
| Apeiron RIA LLC | 0.17% | Reduce -17.6% | 1,760 | $651K |
| Anchyra Partners LLC | 0.16% | Add +76.0% | 1,760 | $651K |
| Yardley Wealth Management LLC | 0.29% | No change | 1,754 | $649K |
| Strata Wealth Advisors, LLC | 0.16% | Add +6.8% | 1,752 | $648K |
| Legacy CG, LLC | 0.17% | No change | 1,747 | $646K |
| Field & Main Bank | 0.13% | No change | 1,745 | $646K |
| Coign Capital Advisors LLC | 0.29% | Reduce -1.8% | 1,741 | $644K |
| Xcelsior Advisor Partners LLC | 0.09% | Add +42.9% | 1,741 | $644K |
| Legacy Capital Wealth Management, LLC | 0.30% | No change | 1,733 | $641K |
| Avos Capital Management, LLC | 0.27% | Reduce -11.6% | 1,730 | $640K |
| Crane Advisory, LLC | 0.09% | No change | 1,722 | $638K |
| Investment Partners, LTD. | 0.20% | Add +0.3% | 1,724 | $638K |
| Alpha Wealth Funds, LLC | 0.39% | Add +3.1% | 3,536 | $637K |
| Wayfinding Financial, LLC | 0.24% | Reduce -0.3% | 1,721 | $636K |
| Factor Wealth Management LTD | 0.10% | Add +8.3% | 1,718 | $636K |
| Capital Investment Counsel, Inc | 0.07% | No change | 1,718 | $636K |
| Granite Bay Wealth Management, LLC | 0.06% | Add +95.4% | 1,714 | $634K |
| GAMCO Investors | 0.01% | Reduce -97.2% | 1,713 | $634K |
| KilterHowling LLC | 0.28% | Reduce -59.4% | 1,713 | $634K |
| Jackson Square Capital, LLC | 0.09% | No change | 1,710 | $633K |
| Firethorn Wealth Partners, LLC | 0.20% | Add +0.1% | 1,709 | $632K |
| Laurel Wealth Advisors LLC | 0.06% | Add +13.8% | 1,704 | $631K |
| Cordgrass Capital Advisors, LLC | 0.23% | Reduce -9.8% | 1,692 | $626K |
| Alliance Wealth Management Group | 0.12% | Add +1.1% | 1,691 | $626K |
| Towercrest Capital Management | 0.09% | Add +1.1% | 1,691 | $626K |
| Cannon Wealth Management Services, LLC | 0.34% | Reduce -1.9% | 1,687 | $624K |
| apricus wealth, LLC | 0.30% | Add +20.2% | 1,677 | $620K |
| RMR Wealth Builders | 0.04% | Add +111.9% | 1,676 | $620K |
| Retirement Guys Formula LLC | 0.23% | Add +0.4% | 1,672 | $619K |
| Estate Planners Group, LLC | 0.28% | Reduce -11.8% | 1,672 | $619K |
| S&A Financial Services, Inc. | 0.38% | Reduce -21.2% | 1,672 | $619K |
| Centennial Advisors, LLC | 0.74% | Reduce -50.0% | 1,670 | $618K |
| Retirement Systems of Alabama | 0.00% | No change | 1,670 | $618K |
| Bar Harbor Wealth Management | 0.03% | No change | 1,668 | $617K |
| Steffes Financial, Ltd. | 0.27% | Reduce -2.1% | 1,667 | $617K |
| Sincerus Advisory, LLC | 0.42% | Add +0.2% | 1,664 | $616K |
| Allstreet Capital Advisors LLC | 0.40% | Add +23.3% | 1,663 | $616K |
| SWAN Capital LLC | 0.21% | No change | 1,661 | $615K |
| First Financial Bankshares Inc | 0.01% | No change | 1,660 | $614K |
| Moller Wealth Partners | 0.11% | Reduce -0.8% | 1,658 | $614K |
| Fusion Capital, LLC | 0.14% | Add +1.5% | 1,656 | $613K |
| Canandaigua National Bank & Trust Co. | 0.05% | — | 1,654 | $612K |
| Vigilare Wealth Management | 0.19% | Add +11.5% | 1,653 | $612K |
| Johnson & White Wealth Management, LLC | 0.23% | Reduce -1.5% | 1,653 | $612K |
| Abbot Financial Management, Inc. | 0.22% | Add +0.3% | 1,653 | $612K |
| Detalus Advisors, LLC | 0.12% | Reduce -12.2% | 1,653 | $612K |
| Tucker Asset Management LLC | 0.15% | Add +6.1% | 1,653 | $611K |
| Lyell Wealth Management, LP | 0.04% | No change | 1,652 | $611K |
| Broadleaf Partners, LLC | 0.12% | Reduce -21.1% | 1,651 | $611K |
| Banta Asset Management LP | 0.55% | Add +2.8% | 1,650 | $611K |
| Eagle Wealth Advisors LLC | 0.47% | No change | 1,650 | $611K |
| Arthur M. Cohen & Associates, LLC | 0.10% | Add +0.3% | 1,646 | $609K |
| Mezzasalma Advisors, LLC | 0.12% | No change | 1,643 | $608K |
| Buska Wealth Management, LLC | 0.22% | Add +0.1% | 1,643 | $608K |
| Carrera Capital Advisors | 0.09% | Add +0.3% | 1,642 | $608K |
| Richardson Capital Management LLC | 0.26% | Add +61.3% | 2,003 | $607K |
| Financial Partners Group, Inc | 0.06% | Add +2.8% | 1,639 | $607K |
| January Capital Advisors LLC | 0.51% | Add +74.5% | 1,639 | $606K |
| BCU Wealth Advisors, LLC | 0.20% | Add +0.2% | 1,637 | $606K |
| Tulsa Wealth Advisors, INC | 0.09% | Add +1.2% | 1,635 | $605K |
| Kingstone Capital Partners Texas, LLC | 0.32% | Add +0.3% | 1,634 | $604K |
| Aspetuck Financial Management LLC | 0.36% | Reduce -5.8% | 1,631 | $604K |
| Elser Financial Planning, Inc | 0.03% | Add +9.2% | 1,626 | $602K |
| FCG Investment Co | 0.21% | New | 1,625 | $601K |
| Fielder Capital Group LLC | 0.13% | No change | 1,619 | $599K |
| Destiny Wealth Partners, LLC | 0.08% | Reduce -7.4% | 1,624 | $598K |
| Global Strategic Investment Solutions, LLC | 0.05% | Reduce -0.4% | 1,607 | $595K |
| Maple Capital Management, Inc. | 0.04% | Reduce -5.4% | 1,607 | $595K |
| Livet Wealth, LLC | 0.34% | No change | 1,607 | $594K |
| Cravens & Co Advisors, LLC | 0.40% | No change | 1,601 | $592K |
| Novare Capital Management LLC | 0.04% | No change | 1,599 | $592K |
| Melone Private Wealth, LLC | 0.23% | Reduce -1.8% | 1,596 | $591K |
| Ifrah Financial Services, Inc. | 0.14% | Reduce -37.5% | 1,595 | $590K |
| Indie Asset Partners, LLC | 0.57% | No change | 1,595 | $590K |
| First County Bank | 0.28% | Reduce -4.0% | 1,595 | $590K |
| Schiavi & Co LLC | 0.16% | Add +23.2% | 1,595 | $590K |
| Fiduciary Wealth Partners, LLC | 0.32% | Add +0.1% | 1,595 | $590K |
| Krane Financial Solutions LLC | 0.36% | Add +10.7% | 1,593 | $589K |
| 1ST Source Bank | 0.03% | Reduce -22.1% | 1,592 | $589K |
| JSF Financial, LLC | 0.09% | Add +58.8% | 1,588 | $588K |
| Figure 8 Investment Strategies LLC | 0.49% | No change | 1,583 | $586K |
| Dougherty & Associates, LLC | 0.47% | Reduce -11.0% | 1,582 | $586K |
| Evolution Wealth Management Inc. | 0.34% | Reduce -4.7% | 1,579 | $584K |
| Tranquility Partners, LLC | 0.20% | Add +56.0% | 1,576 | $583K |
| Mechanics Bank Trust Department | 0.07% | Reduce -0.3% | 1,575 | $583K |
| Waystone Advisors LLC | 0.43% | New | 1,571 | $581K |
| Safe Harbor Fiduciary, LLC | 0.45% | No change | 1,570 | $581K |
| Shum Financial Group, Inc. | 0.35% | Reduce -3.5% | 1,569 | $581K |
| Great Waters Wealth Management | 0.05% | Reduce -1.6% | 1,566 | $580K |
| Truvestments Capital LLC | 0.09% | Reduce -53.9% | 1,566 | $579K |
| Opus Capital Group, LLC | 0.06% | Reduce -2.0% | 1,566 | $579K |
| Prasad Wealth Partners, LLC | 0.14% | Reduce -66.8% | 1,562 | $578K |
| Register Financial Advisors LLC | 0.18% | No change | 1,561 | $578K |
| Integrity Investment Advisors, LLC | 0.25% | Add +24.6% | 1,561 | $578K |
| JCP Investment Management, LLC | 0.31% | No change | 1,560 | $577K |
| Advisor Resource Council | 0.19% | Add +0.1% | 1,559 | $577K |
| Paradigm Capital Management, LLC | 0.50% | Reduce -0.1% | 1,557 | $576K |
| One Wealth Advisors, LLC | 0.06% | Reduce -9.5% | 1,553 | $575K |
| Shearwater Capital LLC | 0.27% | Add +0.1% | 1,552 | $574K |
| Advisory Resource Group | 0.09% | Add +1.6% | 1,551 | $574K |
| J.E. Simmons & Co., P.C. | 0.32% | No change | 1,549 | $573K |
| Meramec Financial Planners, LLC | 0.21% | Add +6.9% | 1,570 | $573K |
| Fagan Associates, Inc. | 0.07% | Reduce -0.5% | 1,548 | $573K |
| New Insight Wealth Advisors | 0.17% | Reduce -19.0% | 1,548 | $573K |
| Mairs & Power Inc. | 0.01% | Add +0.1% | 1,547 | $572K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.15% | No change | 1,545 | $572K |
| Comprehensive Financial Planning, Inc. | 0.30% | Add +6.9% | 1,543 | $571K |
| Vaughan David Investments LLC | 0.01% | Add +140.9% | 1,544 | $571K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.06% | Add +5.5% | 1,542 | $571K |
| Pekin Hardy Strauss, Inc. | 0.05% | Add +74.0% | 1,540 | $570K |
| Darwin Wealth Management, LLC | 0.16% | Add +0.2% | 1,538 | $569K |
| Oceanside Advisors LLC | 0.29% | Add +133.0% | 1,538 | $569K |
| Taylor Hoffman Capital Management LLC | 0.14% | No change | 1,538 | $569K |
| Up Strategic Wealth Investment Advisors LLC | 0.34% | Reduce -4.3% | 1,492 | $566K |
| Burton Enright Welch | 0.07% | Add +14.1% | 1,531 | $566K |
| Atwood & Palmer Inc. | 0.03% | Add +0.3% | 1,529 | $566K |
| Catalyst Investment Management LLC | 0.51% | Add +19.8% | 1,529 | $566K |
| Integrated Investment Consultants, LLC | 0.11% | Reduce -7.3% | 1,528 | $565K |
| Sanchez Levi Garrett | 0.31% | No change | 1,527 | $565K |
| MKT Advisors LLC | 0.17% | Add +0.7% | 1,523 | $563K |
| Guilbault Capital LLC | 0.56% | No change | 1,515 | $561K |
| Beacon Financial Advisory LLC | 0.11% | Reduce -3.1% | 1,515 | $561K |
| Riverbend Wealth Management, LLC | 0.28% | Reduce -4.0% | 1,510 | $559K |
| EnRich Financial Partners LLC | 0.13% | Reduce -0.9% | 1,510 | $559K |
| Chapman Financial Group, LLC | 0.37% | No change | 1,509 | $558K |
| Charter Research & Investment Group, Inc. | 0.34% | No change | 1,509 | $558K |
| Cannon Advisors, Inc. | 0.34% | Add +39.3% | 1,500 | $557K |
| Sanchez Gaunt Capital Management, LLC | 0.31% | Add +1.7% | 1,504 | $557K |
| Collective Family Office LLC | 0.11% | No change | 1,500 | $555K |
| Delta Capital Management LLC | 0.26% | No change | 1,500 | $555K |
| PlanVest Financial, Inc | 0.37% | Add +16.4% | 1,495 | $553K |
| Tamar Securities, LLC | 0.05% | New | 1,495 | $553K |
| Godshalk Welsh Capital Management, Inc. | 0.30% | Add +48.4% | 1,493 | $553K |
| Blue Edge Capital, LLC | 0.07% | Reduce -90.2% | 1,491 | $551K |
| Waddell & Associates, LLC | 0.03% | Reduce -9.8% | 1,487 | $550K |
| Sensenig Capital Advisors, Inc | 0.50% | Add +2.6% | 1,487 | $550K |
| Ervin Investment Management, LLC | 0.30% | No change | 1,486 | $550K |
| Taylor & Morgan Wealth Management, LLC | 0.27% | Add +0.1% | 1,485 | $550K |
| North Point Portfolio Managers Corp. | 0.09% | No change | 1,485 | $550K |
| Herold Advisors, Inc. | 0.11% | No change | 1,481 | $548K |
| Integrated Wealth Management | 0.58% | Add +0.1% | 1,476 | $546K |
| Aviso Wealth Management | 0.19% | Reduce -0.9% | 1,468 | $543K |
| Blue Fin Capital, Inc. | 0.08% | Add +0.1% | 1,468 | $543K |
| Warren Street Wealth Advisors, LLC | 0.12% | Reduce -10.8% | 1,467 | $543K |
| Lynch & Associates | 0.09% | No change | 1,459 | $540K |
| Urban Wealth Management, LLC | 0.47% | Reduce -3.3% | 1,458 | $539K |
| W Advisors, LLC | 0.25% | Add +6.1% | 1,457 | $539K |
| Trust Co. of Oklahoma | 0.14% | Reduce -7.7% | 1,456 | $539K |
| Westover Capital Advisors, LLC | 0.09% | Reduce -3.3% | 1,456 | $539K |
| Bay Capital Advisors, LLC | 0.29% | Add +0.5% | 1,456 | $539K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -2.7% | 1,453 | $538K |
| Natural Investments, LLC | 0.12% | Add +0.9% | 1,453 | $537K |
| Marks Group Wealth Management, Inc | 0.05% | Reduce -22.7% | 1,444 | $534K |
| Rainey & Randall Wealth Advisors Inc. | 0.08% | Add +85.2% | 1,443 | $534K |
| Newman Dignan & Sheerar, Inc. | 0.10% | Add +11.9% | 1,443 | $534K |
| Asset One Wealth Management LLC | 0.06% | Reduce -47.1% | 1,431 | $533K |
| Norden Group LLC | 0.04% | Reduce -2.0% | 1,440 | $533K |
| Capital Investment Services of America, Inc. | 0.05% | Add +13.4% | 1,440 | $533K |
| Lavaca Capital LLC | 0.06% | New | 1,437 | $532K |
| Paragon Financial Partners, Inc. | 0.29% | Add +0.2% | 1,444 | $532K |
| Joule Financial, LLC | 0.14% | No change | 1,436 | $532K |
| Adelphi Trust Co | 0.35% | Add +4.1% | 1,436 | $531K |
| Woodley Farra Manion Portfolio Management Inc. | 0.03% | Add +3.1% | 1,432 | $530K |
| Toronto Dominion Bank | 0.00% | Reduce -22.6% | 1,430 | $529K |
| Sara-Bay Financial | 0.14% | Reduce -28.6% | 1,428 | $528K |
| Trillium Asset Management, LLC | 0.02% | No change | 1,428 | $528K |
| Global Trust Asset Management, LLC | 0.17% | Reduce -27.4% | 1,427 | $528K |
| Trailhead Planners LLC | 0.51% | Add +1.0% | 1,426 | $528K |
| Encompass Wealth Advisors, LLC | 0.16% | Add +13.4% | 1,425 | $527K |
| Private Client Services, LLC | 0.14% | Reduce -17.4% | 1,418 | $525K |
| Redwood Family Wealth LLC | 0.46% | Reduce -1.6% | 1,416 | $524K |
| E&G Advisors, LLC | 0.10% | Reduce -1.0% | 1,413 | $523K |
| Holderness Investments Co. | 0.09% | No change | 1,413 | $523K |
| Cardinal Strategic Wealth Guidance | 0.12% | Reduce -9.4% | 1,411 | $522K |
| Leeward Financial Partners, LLC | 0.14% | Reduce -5.9% | 1,410 | $522K |
| Formulate Financial LLC | 0.55% | Add +37.0% | 1,407 | $521K |
| Parcion Private Wealth LLC | 0.03% | Add +1.7% | 1,406 | $520K |
| Financial Sense Advisors, Inc. | 0.11% | Add +0.7% | 1,403 | $519K |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -10.5% | 1,400 | $519K |
| Fidelis Wealth Advisors LLC | 0.78% | New | 1,401 | $518K |
| Greykasell Wealth Strategies, Inc. | 0.19% | No change | 1,397 | $517K |
| Seek First Inc. | 0.33% | Add +0.1% | 1,396 | $517K |
| Fortress Financial Group, LLC | 0.26% | Reduce -52.4% | 1,395 | $516K |
| Stablepoint Partners, LLC | 0.07% | Add +1.2% | 1,392 | $515K |
| marrick wealth, LLC | 0.36% | New | 1,389 | $514K |
| DB&C Advisors, LLC | 0.56% | Reduce -14.0% | 1,388 | $513K |
| Henderson Brothers Financial Partners, LLC | 0.24% | Reduce -49.1% | 1,383 | $512K |
| Vermillion & White Wealth Management Group, LLC | 0.26% | Add +2.5% | 1,380 | $511K |
| Cooper Financial Group | 0.04% | Add +48.8% | 1,373 | $508K |
| Stokes Capital Advisors, LLC | 0.11% | New | 1,372 | $508K |
| Costello Asset Management, INC | 0.15% | Add +0.1% | 1,371 | $507K |
| Bluesphere Advisors LLC | 0.16% | No change | 1,367 | $506K |
| Brewster Financial Planning LLC | 0.28% | Reduce -7.0% | 1,365 | $505K |
| Hartmann Taylor Wealth Management, LLC | 0.33% | No change | 1,570 | $504K |
| Signature Resources Capital Management, LLC | 0.20% | Add +3.2% | 1,361 | $504K |
| Mark Sheptoff Financial Planning, LLC | 0.27% | Add +21.1% | 1,360 | $503K |
| GEM Asset Management, LLC | 0.20% | Reduce -0.2% | 1,358 | $503K |
| Private Capital Management, LLC | 0.05% | Add +0.1% | 1,357 | $502K |
| Aull & Monroe Investment Management Corp | 0.21% | Add +0.9% | 1,357 | $502K |
| First Merchants Corp. | 0.02% | Add +9.7% | 1,357 | $502K |
| GoalFusion Wealth Management, LLC | 0.20% | No change | 1,355 | $501K |
| John G Ullman & Associates Inc. | 0.06% | No change | 1,354 | $501K |
| Meeder Advisory Services, Inc. | 0.02% | Add +8.6% | 1,349 | $499K |
| Womack Financial LLC | 0.33% | New | 1,346 | $498K |
| Baldwin Wealth Partners LLC | 0.03% | Reduce -6.6% | 1,345 | $498K |
| John W. Brooker & Co., CPAs | 0.60% | No change | 1,345 | $498K |
| Clearstead Trust, LLC | 0.07% | No change | 1,344 | $497K |
| Pillar Financial Advisors, LLC | 0.26% | No change | 1,339 | $496K |
| Kellett Wealth Advisors, LLC | 0.23% | No change | 1,339 | $495K |
| ZWJ Investment Counsel Inc. | 0.02% | No change | 1,334 | $494K |
| Sachem Hill LLC | 0.09% | No change | 1,329 | $492K |
| Noble Family Wealth, LLC | 0.09% | Add +35.8% | 1,327 | $491K |
| Grange Capital, LLC | 0.45% | Reduce -8.1% | 1,321 | $489K |
| HighRoad Wealth Advisors, LLC | 0.41% | Add +2.7% | 1,314 | $486K |
| Darrow Company, Inc. | 0.19% | No change | 1,314 | $486K |
| Layline Advisors, LLC | 0.43% | Add +0.1% | 1,307 | $484K |
| Prostatis Group LLC | 0.11% | Reduce -1.9% | 1,306 | $483K |
| Willis Investment Counsel | 0.02% | Add +0.8% | 1,304 | $483K |
| FORM Wealth Advisors, LLC | 0.05% | Reduce -21.7% | 1,304 | $483K |
| Roth Financial Partners LLC | 0.14% | Add +4.8% | 1,297 | $480K |
| Synergy Financial Group, LTD | 0.34% | Add +2.6% | 1,294 | $479K |
| LCNB Corp. | 0.15% | No change | 1,293 | $478K |
| Qube Research & Technologies Ltd | 0.00% | New | 1,293 | $478K |
| Fulcrum Capital LLC | 0.10% | No change | 1,291 | $478K |
| One Wealth Map LLC | 0.22% | Reduce -0.2% | 1,324 | $477K |
| Ellis Investment Partners, LLC | 0.07% | Reduce -1.2% | 1,288 | $477K |
| Financial & Tax Architects, LLC | 0.10% | Reduce -98.4% | 1,288 | $477K |
| Bell Investment Advisors, Inc | 0.07% | Reduce -0.6% | 1,288 | $477K |
| Green Ridge Wealth Planning LLC | 0.20% | No change | 1,286 | $476K |
| Cowa, LLC | 0.13% | Add +0.1% | 1,283 | $475K |
| Invariant Investment Management | 0.28% | Add +0.3% | 1,276 | $474K |
| Paul R. Ried Financial Group, LLC | 0.21% | No change | 1,281 | $474K |
| Signet Investment Advisory Group, Inc. | 0.21% | No change | 1,280 | $474K |
| Cohen Investment Advisors LLC | 0.21% | Add +18.6% | 1,275 | $472K |
| Cranbrook Wealth Management, LLC | 0.09% | Reduce -1.9% | 1,275 | $472K |
| Peoples Bank | 0.24% | No change | 1,273 | $471K |
| Artesa Financial Group, LLC | 0.40% | Add +5.7% | 1,266 | $468K |
| Marshall Financial Group, LLC | 0.07% | Add +0.5% | 1,265 | $468K |
| Boyer Financial Services, Inc. | 0.39% | Reduce -2.4% | 1,267 | $467K |
| William Howard & Co Financial Advisors Inc | 0.36% | No change | 1,262 | $467K |
| Rockland Trust Co. | 0.02% | Add +1.3% | 1,260 | $466K |
| M Wealth Management, LLC | 0.37% | Add +0.3% | 1,259 | $466K |
| 25 LLC | 0.13% | No change | 1,258 | $466K |
| Edge Wealth Management LLC | 0.08% | Add +0.9% | 1,257 | $465K |
| Main Street Research LLC | 0.02% | Reduce -2.6% | 1,255 | $464K |
| Epiq Partners, LLC | 0.20% | Add +7.9% | 1,253 | $463K |
| Syntax Research, Inc. | 0.34% | Add +0.2% | 1,252 | $463K |
| Sage Capital Management, LLC | 0.18% | Add +0.2% | 1,251 | $463K |
| Midwest Capital Advisors, LLC | 0.19% | Add +2.0% | 1,252 | $463K |
| Bauman Advisory Group, LLC | 0.25% | Add +8.0% | 1,251 | $463K |
| InTrack Investment Management Inc | 0.23% | No change | 1,250 | $463K |
| Donor Advised Charitable Giving, Inc. | 0.01% | Add +91.7% | 1,250 | $463K |
| TrueWealth Advisors, LLC | 0.10% | Reduce -7.6% | 1,250 | $462K |
| Demars Financial Group, LLC | 0.13% | Reduce -2.0% | 1,248 | $462K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.13% | Reduce -8.0% | 1,247 | $461K |
| Ritter Daniher Financial Advisory LLC / DE | 0.07% | Reduce -5.1% | 1,244 | $460K |
| Fortis Advisors, LLC | 0.22% | Reduce -20.0% | 1,244 | $460K |
| Kessler Investment Group, LLC | 0.20% | Add +0.7% | 1,242 | $460K |
| DHJJ Financial Advisors, Ltd. | 0.13% | Reduce -0.6% | 1,240 | $459K |
| North Capital, Inc. | 0.35% | Add +0.2% | 1,239 | $459K |
| Mosaic Advisors LLC | 0.61% | No change | 1,238 | $458K |
| Guardian Capital, LLC | 0.37% | Reduce -6.7% | 1,231 | $456K |
| Oxinas Partners, LLC | 0.18% | Reduce -3.8% | 1,231 | $455K |
| Cooper/Haims Advisors, LLC | 0.20% | No change | 1,227 | $454K |
| Great Oak Capital Partners, LLC | 0.10% | Reduce -2.9% | 1,226 | $453K |
| Diversified Investment Strategies, LLC | 0.29% | No change | 1,220 | $451K |
| Second Line Capital, LLC | 0.08% | New | 1,219 | $451K |
| MOKAN Wealth Management Inc. | 0.17% | Add +0.3% | 1,217 | $450K |
| Oak Harvest Investment Services | 0.04% | Reduce -32.6% | 1,216 | $450K |
| Copper Harbor Investment Advisors, LLC | 0.09% | — | 1,210 | $448K |
| AAF Wealth Management, LLC | 0.16% | No change | 1,207 | $447K |
| Essex Investment Management Co. LLC | 0.06% | No change | 1,206 | $446K |
| Impact Partnership Wealth, LLC | 0.04% | New | 1,206 | $446K |
| Tribridge Partners Financial LLC | 0.17% | Reduce -20.6% | 1,221 | $446K |
| Bond & Devick Financial Network, Inc. | 0.11% | Add +8.7% | 1,203 | $445K |
| Robinson Smith Wealth Advisors LLC | 0.27% | Add +15.0% | 1,199 | $444K |
| Advisortrust Partners, LLC | 0.15% | No change | 1,184 | $438K |
| SpringVest Wealth Management LLC | 0.28% | Add +26.8% | 1,182 | $437K |
| Souders Financial Advisors | 0.04% | Add +8.7% | 1,182 | $437K |
| Leicht Financial Planning & Wealth Management, Inc. | 0.18% | Add +21.1% | 1,180 | $437K |
| Paragon Capital Management Ltd | 0.08% | Reduce -20.9% | 1,177 | $436K |
| Three Bridge Wealth Advisors, LLC | 0.11% | No change | 1,177 | $436K |
| Voisard Asset Management Group, Inc. | 0.08% | Add +12.9% | 1,176 | $435K |
| PFC Capital Group, Inc. | 0.17% | No change | 1,177 | $435K |
| Gould Asset Management LLC | 0.07% | No change | 1,175 | $435K |
| Heritage Trust Co | 0.04% | Add +35.9% | 1,174 | $434K |
| Financial Security Advisor, Inc. | 0.07% | Reduce -43.0% | 1,172 | $434K |
| Goodman Financial Corp | 0.07% | Add +0.2% | 1,172 | $434K |
| Cambridge Capital Management, LLC | 0.16% | Add +0.3% | 1,171 | $433K |
| Vance Wealth, LLC | 0.10% | Add +1.2% | 1,170 | $433K |
| Winnacle Wealth LLC | 0.29% | New | 1,169 | $433K |
| Succession Financial, Inc. | 0.42% | — | 1,167 | $432K |
| RKL Wealth Management LLC | 0.03% | Add +0.2% | 1,166 | $431K |
| Portfolio Strategies, Inc. | 0.04% | Reduce -98.8% | 1,158 | $431K |
| Ruedi Wealth Management, Inc. | 0.10% | Reduce -0.3% | 1,164 | $431K |
| Silvia McColl Wealth Management, LLC | 0.26% | No change | 1,162 | $430K |
| Okabena Investment Services Inc. | 0.08% | No change | 1,161 | $430K |
| Premier Path Wealth Partners, LLC | 0.05% | Add +6.0% | 1,161 | $429K |
| Purus Wealth Management, LLC | 0.12% | No change | 1,156 | $428K |
| Horizon Investments, LLC | 0.00% | Reduce -50.0% | 1,155 | $427K |
| Elevate Wealth Advisory, Inc. | 0.24% | Add +0.5% | 1,152 | $426K |
| Poehling Capital Management, INC. | 0.09% | Reduce -7.7% | 1,146 | $424K |
| Cornerstone Planning Group LLC | 0.05% | Reduce -40.4% | 1,149 | $424K |
| Ellsworth Advisors, LLC | 0.07% | New | 1,138 | $424K |
| Wolff Financial Management LLC | 0.08% | Add +0.9% | 1,144 | $423K |
| Valpey Financial Services, LLC | 0.25% | No change | 1,142 | $423K |
| Villere St Denis J & Co. LLC | 0.05% | No change | 1,141 | $422K |
| Walker Asset Management, LLC | 0.21% | No change | 1,138 | $421K |
| Physician Wealth Advisors, Inc. | 0.05% | Add +2.9% | 1,136 | $420K |
| Cambridge Financial Group, LLC | 0.13% | Reduce -64.4% | 1,134 | $420K |
| Axis Wealth Partners, LLC | 0.20% | Reduce -11.3% | 1,133 | $419K |
| Schnieders Capital Management, Llc. | 0.06% | Add +5.4% | 1,131 | $419K |
| Patrick M Sweeney & Associates, Inc. | 0.24% | No change | 1,130 | $418K |
| Nvest Financial, LLC | 0.13% | Add +0.3% | 1,130 | $418K |
| Kapstone Financial Advisors LLC | 0.17% | No change | 1,129 | $418K |
| Williams & Novak, LLC | 0.28% | No change | 1,128 | $417K |
| Johns Hopkins University | 0.03% | Reduce -0.8% | 1,124 | $416K |
| Southeast Asset Advisors, LLC | 0.04% | Add +44.6% | 1,122 | $415K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -0.2% | 1,121 | $415K |
| Stewardship Concepts Financial Services LLC | 0.28% | New | 1,121 | $415K |
| Strive Financial Group ,LLC | 0.18% | Add +28.1% | 1,121 | $415K |
| G&S Capital LLC | 0.12% | Add +17.6% | 1,121 | $415K |
| Ark Wealth Advisors LLC | 0.37% | No change | 1,118 | $414K |
| Spectrum Investment Advisors, Inc. | 0.17% | Reduce -2.0% | 1,118 | $414K |
| BAM Wealth Management, LLC | 0.26% | New | 1,115 | $413K |
| Compton Financial Group, LLC | 0.08% | No change | 1,112 | $411K |
| McGrath & Associates, Inc. | 0.54% | Reduce -0.5% | 1,111 | $411K |
| Client 1ST Advisory Group, LLC | 0.11% | No change | 1,110 | $411K |
| Paragon Advisors, LLC | 0.09% | Add +10.0% | 1,109 | $410K |
| Strait & Sound Wealth Management LLC | 0.14% | No change | 1,109 | $410K |
| Townsquare Capital LLC | 0.08% | New | 1,108 | $410K |
| LCW Services, LLC | 0.18% | Reduce -10.9% | 1,108 | $410K |
| Prestige Wealth Management Group LLC | 0.07% | Add +0.5% | 1,106 | $409K |
| Saxony Capital Management, LLC | 0.19% | Add +1.6% | 1,104 | $409K |
| Ehrenkranz Partners L.P. | 0.24% | Reduce -4.6% | 1,103 | $408K |
| Rollins Financial Advisors, LLC | 0.05% | Add +0.1% | 1,103 | $408K |
| Clientfirst Wealth Management, LLC | 0.33% | No change | 1,100 | $407K |
| Transce3nd, LLC | 3.58% | Add +266.7% | 1,089 | $406K |
| WealthTrust Axiom LLC | 0.09% | New | 1,097 | $406K |
| Potentia Wealth | 0.17% | Reduce -4.6% | 1,092 | $404K |
| Insight Wealth Strategies, LLC | 0.04% | Add +39.2% | 1,093 | $404K |
| Chaney Capital Management, Inc. | 0.13% | No change | 1,090 | $403K |
| Charter Capital Management, LLC\DE | 0.18% | No change | 1,089 | $403K |
| Wheelhouse Advisory Group LLC | 0.11% | Reduce -0.3% | 1,088 | $403K |
| Orin Green Financial, LLC | 0.15% | Reduce -16.4% | 1,088 | $403K |
| Northwest Financial Advisors | 0.05% | Reduce -1.6% | 1,087 | $402K |
| Planned Solutions, Inc. | 0.12% | New | 1,087 | $402K |
| Tectonic Advisors LLC | 0.02% | Reduce -6.4% | 1,087 | $402K |
| Macro Advisors, Inc. | 0.13% | New | 1,085 | $401K |
| Cape Cod Five Cents Savings Bank | 0.03% | — | 1,083 | $401K |
| Forte Asset Management LLC | 0.16% | No change | 1,080 | $400K |
| Gainplan LLC | 0.16% | Add +1.0% | 1,080 | $400K |
| High Point Wealth Management, LLC | 0.33% | Add +0.3% | 1,076 | $398K |
| Bannerman Wealth Management Group, LLC | 0.23% | New | 1,071 | $396K |
| Alteri Wealth LLC | 0.11% | Reduce -7.0% | 1,069 | $396K |
| Birchwood Financial Partners, Inc. | 0.32% | Add +17.8% | 1,068 | $395K |
| J. Team Financial, Inc. | 0.38% | Add +0.3% | 1,060 | $392K |
| Ak Global Asset Management, LLC | 0.33% | New | 1,060 | $392K |
| Thayer Partners, LLC / MA | 0.16% | Add +29.6% | 1,059 | $392K |
| Rise Advisors, LLC | 0.11% | Add +0.3% | 1,057 | $391K |
| Plan A Wealth LLC | 0.17% | Reduce -43.2% | 1,054 | $390K |
| Walker Financial Services, Inc. | 0.12% | No change | 1,051 | $389K |
| SPG Advisors LLC | 7.00% | Add +0.1% | 1,050 | $389K |
| Smith Partners Wealth Management, LLC | 0.31% | Reduce -3.9% | 1,050 | $389K |
| Wealth Alliance, LLC | 0.03% | New | 1,049 | $388K |
| Accredited Investor Services, LLC | 0.22% | No change | 1,049 | $388K |
| Carret Asset Management, LLC | 0.03% | No change | 1,046 | $387K |
| Farmers National Bank | 0.08% | Add +31.9% | 1,045 | $387K |
| Occidental Asset Management, LLC | 0.04% | No change | 1,043 | $386K |
| Invera Wealth Advisors, LLC | 0.21% | No change | 1,040 | $385K |
| Goepper Burkhardt LLC | 0.12% | New | 1,040 | $385K |
| Zenith Solutions, Inc. | 0.35% | — | 1,038 | $384K |
| Tepp RIA, LLC | 0.26% | Add +0.2% | 1,037 | $384K |
| Highland Investment Advisors LLC | 0.17% | — | 1,037 | $384K |
| FSB Premier Wealth Management, Inc. | 0.11% | Add +0.7% | 1,036 | $383K |
| Three Arch Wealth Management LLC | 0.06% | New | 1,035 | $383K |
| Hobart Private Capital, LLC | 0.07% | Add +2.0% | 1,033 | $382K |
| Capital Squared Financial LLC | 0.25% | Reduce -2.1% | 1,031 | $381K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -5.7% | 1,027 | $380K |
| Private Wealth Asset Management, LLC | 0.04% | Reduce -67.2% | 1,025 | $379K |
| Wealth Science Advisors LLC | 0.17% | Reduce -4.7% | 1,023 | $379K |
| Paces Ferry Wealth Advisors, LLC | 0.14% | Reduce -1.9% | 1,021 | $378K |
| American State Bank (Iowa) | 0.15% | Reduce -3.8% | 1,017 | $376K |
| Chatterton & Associates Inc. | 0.22% | New | 1,012 | $376K |
| Wernau Asset Management Inc. | 0.36% | Add +0.2% | 1,013 | $375K |
| Premier Private Wealth Management LLC | 0.33% | New | 1,012 | $374K |
| Independent Wealth Advisors LLC | 0.34% | Reduce -8.4% | 1,011 | $374K |
| Burk Holdings LLC | 0.14% | Reduce -10.9% | 1,009 | $373K |
| Sugar Maple Asset Management, LLC | 0.24% | No change | 1,005 | $372K |
| DDFG, Inc | 0.07% | Add +0.3% | 1,002 | $371K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.11% | Add +22.5% | 1,001 | $370K |
| New Wave Wealth Advisors LLC | 0.10% | No change | 1,001 | $370K |
| WMS Group LLC | 0.48% | No change | 1,000 | $370K |
| JBF Capital, Inc. | 0.05% | No change | 1,000 | $370K |
| Milestone Asset Management, LLC | 0.06% | Reduce -1.4% | 999 | $370K |
| Addison Capital Co | 0.06% | Add +0.3% | 1,000 | $370K |
| Andina Capital Management, LLC | 0.61% | Reduce -11.0% | 999 | $370K |
| Dominguez Wealth Management Solutions, Inc. | 0.20% | Reduce -6.6% | 998 | $369K |
| Northstar Asset Management Inc. | 0.11% | No change | 997 | $369K |
| Castle Rock Wealth Management, LLC | 0.07% | Reduce -11.8% | 998 | $369K |
| Riverpoint Wealth Management Holdings, LLC | 0.07% | Add +22.1% | 994 | $368K |
| Private Management Group Inc. | 0.01% | Reduce -6.5% | 994 | $368K |
| Old Port Advisors | 0.07% | New | 994 | $368K |
| Kingsbury Capital Investment Advisors LLC | 0.31% | Add +0.1% | 993 | $368K |
| KMT Wealth Management, LLC | 0.31% | Reduce -99.7% | 993 | $368K |
| LiftPoint Family Wealth Advisors LLC | 0.25% | No change | 993 | $367K |
| Investmark Advisory Group LLC | 0.14% | Add +0.3% | 992 | $367K |
| Abound Financial, LLC | 0.15% | No change | 992 | $367K |
| Core Wealth Advisors, Inc. | 0.07% | Add +35.9% | 988 | $366K |
| Pavion Blue Capital, LLC | 0.15% | No change | 983 | $364K |
| Impax Asset Management Group plc | 0.00% | Add +15.3% | 981 | $363K |
| Joseph P. Lucia & Associates, LLC | 0.11% | Add +12.0% | 981 | $363K |
| Vigil Wealth Management, LLC | 0.26% | No change | 981 | $363K |
| Tull Financial Group, Inc. | 0.14% | Add +3.4% | 980 | $363K |
| CoreFirst Bank & Trust | 0.18% | Reduce -39.2% | 980 | $363K |
| Kennedy Investment Group, Inc. | 0.12% | Reduce -2.1% | 979 | $362K |
| Wisconsin Wealth Advisors, LLC | 0.31% | No change | 979 | $362K |
| Phillips Wealth Planners LLC | 0.27% | Add +0.9% | 980 | $362K |
| Teamwork Financial Advisors, LLC | 0.03% | Reduce -8.5% | 979 | $362K |
| Arrow Financial Corp | 0.03% | Reduce -29.0% | 978 | $362K |
| Wealth Forward, LLC | 0.18% | No change | 976 | $361K |
| Cogent Private Wealth, Inc. | 0.23% | Add +45.9% | 976 | $361K |
| Retirement Planning Group, LLC / NY | 0.20% | Add +0.2% | 968 | $358K |
| River Street Advisors LLC | 0.11% | No change | 966 | $357K |
| HMS Capital Management, LLC | 0.13% | Add +0.1% | 965 | $357K |
| Blue Water Asset Management | 0.12% | Reduce -2.0% | 965 | $357K |
| Amarillo National Bank | 0.06% | No change | 962 | $356K |
| ProVise Management Group, LLC | 0.02% | Reduce -9.3% | 962 | $356K |
| Mengis Capital Management, Inc. | 0.05% | No change | 960 | $355K |
| McCollum Christoferson Group LLC | 0.10% | Reduce -9.9% | 956 | $354K |
| Straight Path Wealth Management | 0.08% | Reduce -0.2% | 955 | $353K |
| Matters Capital LLC | 0.25% | No change | 953 | $353K |
| Cache Advisors, LLC | 0.03% | No change | 950 | $352K |
| Cadent Capital Advisors, LLC | 0.07% | No change | 950 | $351K |
| Continuum Wealth Advisors, LLC | 0.12% | Reduce -2.5% | 949 | $351K |
| Frisco Financial Planning LLC | 0.26% | Add +0.1% | 945 | $350K |
| Woodward Financial Advisors, Inc. | 0.12% | — | 945 | $350K |
| Awm Capital, LLC | 0.03% | Reduce -9.4% | 944 | $349K |
| Vines Capital Management, LLC | 0.29% | Reduce -9.6% | 943 | $349K |
| Fortem Financial Group, LLC | 0.07% | Add +3.7% | 943 | $349K |
| Clark Financial Services Group Inc. | 0.16% | Reduce -2.7% | 943 | $349K |
| Peachtree Investment Partners, LLC | 0.11% | Add +4.3% | 940 | $348K |
| International Private Wealth Advisors LLC | 0.18% | Reduce -3.5% | 939 | $347K |
| Integrity Financial Corp | 0.17% | Add +1.1% | 939 | $347K |
| Widmann Financial Services, Inc. | 0.19% | No change | 938 | $347K |
| Silver Lake Advisory, LLC | 0.12% | Add +0.3% | 935 | $346K |
| Rockport Wealth LLC | 0.06% | No change | 934 | $346K |
| Berkshire Asset Management LLC | 0.01% | Add +28.2% | 933 | $345K |
| Lummis Asset Management, LP | 0.21% | No change | 933 | $345K |
| OneAscent Family Office, LLC | 0.17% | New | 932 | $345K |
| Fortune Financial Group, Inc. | 0.27% | Add +4.3% | 927 | $343K |
| Sims Investment Management, LLC | 0.11% | Add +4.2% | 926 | $343K |
| Eagle Harbor Asset Management Inc. | 0.27% | Reduce -2.6% | 926 | $343K |
| LaFleur & Godfrey LLC | 0.04% | New | 926 | $342K |
| Horizon Kinetics Asset Management LLC | 0.00% | No change | 922 | $341K |
| Silicon Valley Capital Partners | 0.03% | Add +0.3% | 922 | $341K |
| Central Valley Advisors, LLC | 0.09% | No change | 919 | $340K |
| Anchor Bay Capital, Inc. | 0.18% | — | 891 | $340K |
| Sollinda Capital Management LLC | 0.07% | Reduce -16.3% | 919 | $340K |
| Unique Wealth Strategies, LLC | 0.12% | New | 916 | $339K |
| Code Waechter LLC | 0.18% | Add +0.1% | 915 | $339K |
| Greenline Wealth Management LLC | 0.28% | Reduce -0.4% | 915 | $339K |
| Centerpoint Advisory Group | 0.21% | Add +1.7% | 912 | $337K |
| Journey Beyond Wealth, LLC | 0.26% | Reduce -0.3% | 911 | $337K |
| Provident Investment Management, Inc. | 0.03% | No change | 910 | $337K |
| Sloy Dahl & Holst, LLC | 0.04% | No change | 909 | $336K |
| Sutton Place Investors LLC | 0.16% | No change | 909 | $336K |
| Revere Asset Management, Inc | 0.13% | No change | 908 | $336K |
| Viaable, LLC | 0.28% | — | 909 | $336K |
| Stanley-Laman Group, Ltd. | 0.03% | Add +4.5% | 906 | $335K |
| TFR Capital, LLC. | 0.09% | No change | 904 | $335K |
| Headlands Technologies LLC | 0.04% | Reduce -80.1% | 904 | $335K |
| Dearborn Partners LLC | 0.02% | Reduce -0.6% | 904 | $335K |
| Schulz Wealth, LTD. | 0.17% | — | 902 | $334K |
| St. Clair Advisors, LLC | 0.09% | No change | 900 | $333K |
| Absher Wealth Management, LLC | 0.04% | No change | 900 | $333K |
| Warner Group LLC | 0.08% | New | 900 | $333K |
| Strategic Wealth Investment Group, LLC | 0.04% | Reduce -38.4% | 891 | $330K |
| Navis Wealth Advisors, LLC | 0.12% | Add +5.2% | 888 | $328K |
| Seascape Capital Management | 0.08% | No change | 887 | $328K |
| Community Trust & Investment Co. | 0.02% | Reduce -62.1% | 886 | $328K |
| Storen Legacy Partners, LLC | 0.09% | No change | 884 | $327K |
| WealthTrak Capital Management LLC | 0.22% | Reduce -3.9% | 884 | $327K |
| PCB Capital LLC | 0.40% | Add +0.3% | 884 | $327K |
| Congress Park Capital LLC | 0.09% | New | 883 | $327K |
| Woodstock Corp. | 0.03% | Reduce -12.8% | 882 | $326K |
| GLR Partners, LLC | 0.15% | New | 881 | $326K |
| Nicollet Investment Management, Inc. | 0.10% | No change | 881 | $326K |
| MMBG Investment Advisors Co. | 0.03% | No change | 880 | $326K |
| Nicholas Wealth, LLC. | 0.18% | Add +0.2% | 879 | $325K |
| Elyxium Wealth, LLC | 0.03% | No change | 877 | $325K |
| Glass Wealth Management Co LLC | 0.11% | No change | 877 | $325K |
| Sterling Financial Planning, Inc. | 0.09% | Add +0.5% | 876 | $324K |
| Tounjian Advisory Partners, LLC | 0.14% | New | 876 | $324K |
| Future Financial Wealth Managment LLC | 0.20% | No change | 888 | $324K |
| Markin Asset Management, LP | 0.28% | No change | 875 | $324K |
| Spectrum Planning & Advisory Services Inc. | 0.14% | Reduce -15.3% | 874 | $323K |
| Quantum Financial Planning Services, Inc. | 0.10% | No change | 873 | $323K |
| Collier Financial | 0.22% | Reduce -23.6% | 871 | $322K |
| Sivia Capital Partners, LLC | 0.04% | No change | 870 | $322K |
| Clifford Group, LLC | 0.22% | No change | 869 | $322K |
| Storgate, LLC | 0.07% | No change | 867 | $321K |
| 1834 Investment Advisors Co. | 0.04% | No change | 867 | $321K |
| Avid Wealth Partners LLC | 0.16% | New | 866 | $320K |
| Diligent Investors, LLC | 0.07% | Add +0.1% | 866 | $320K |
| McGowan Group Asset Management, Inc. | 0.04% | Reduce -2.3% | 865 | $320K |
| CPC Advisors, LLC | 0.04% | Reduce -11.8% | 865 | $320K |
| JHP Wealth Management, LLC | 0.26% | No change | 864 | $320K |
| Alkeme Wealth, LLC | 0.12% | No change | 861 | $319K |
| Iams Wealth Management, LLC | 0.10% | Add +0.3% | 859 | $318K |
| Tudor Financial Inc. | 0.14% | No change | 859 | $318K |
| Heritage Wealth Management, Inc./Texas | 0.12% | Reduce -2.8% | 859 | $318K |
| Fell Capital Management | 0.27% | Reduce -0.7% | 856 | $317K |
| Presidio Capital Management, LLC | 0.08% | Add +1.3% | 854 | $316K |
| Cadence Wealth Management LLC | 0.14% | Reduce -17.0% | 854 | $316K |
| Traub Capital Management LLC | 0.28% | No change | 852 | $315K |
| Financial Futures Ltd Liability Co. | 0.12% | Add +2.0% | 850 | $315K |
| Wedgewood Investors Inc. | 0.32% | No change | 850 | $315K |
| Persium Advisors, LLC | 0.20% | Add +14.9% | 848 | $314K |
| Rydar Equities, Inc. | 0.18% | New | 849 | $313K |
| Excalibur Management Corp. | 0.10% | No change | 846 | $313K |
| Zeit Capital LLC | 0.19% | Add +0.1% | 843 | $312K |
| Finward Bancorp | 0.24% | No change | 841 | $311K |
| Turner Financial Group, Inc. | 0.31% | — | 840 | $311K |
| Riverbridge Partners LLC | 0.01% | Add +6.7% | 839 | $311K |
| Crumly & Associates Inc. | 0.06% | Add +0.2% | 839 | $310K |
| Taylor Securities Services, Inc. | 0.13% | Reduce -35.8% | 836 | $309K |
| McDonald Partners LLC | 0.07% | Add +7.6% | 835 | $309K |
| Summitpoint Capital Management | 0.33% | New | 835 | $309K |
| Sterling Investment Counsel, LLC | 0.07% | Add +12.9% | 833 | $308K |
| Kickstand Ventures, Llc. | 0.06% | Add +17.2% | 833 | $308K |
| Core Wealth Partners LLC | 0.13% | Reduce -20.1% | 832 | $308K |
| Headland Capital, LLC | 0.08% | No change | 832 | $308K |
| Alterna Wealth Management, Inc. | 0.18% | No change | 830 | $307K |
| Affinity Capital Advisors, LLC | 0.04% | Reduce -2.3% | 826 | $307K |
| FSA Investment Group, LLC | 0.10% | Add +0.4% | 829 | $307K |
| Old North State Trust, LLC | 0.16% | Add +7.1% | 828 | $306K |
| Roxbury Financial LLC | 0.24% | Add +0.1% | 826 | $306K |
| Meridian Management Co. | 0.07% | No change | 823 | $305K |
| Threadgill Financial, LLC | 0.13% | New | 621 | $304K |
| Hibernia Wealth Partners, LLC | 0.16% | Reduce -50.3% | 821 | $303K |
| KKM Financial LLC | 0.04% | Reduce -2.4% | 820 | $303K |
| Evansbrook LLC | 0.18% | Add +0.3% | 816 | $302K |
| Bryant Woods Investment Advisors, LLC | 0.08% | Add +0.1% | 815 | $302K |
| Hudson Oak Wealth Advisory LLC | 0.23% | Reduce -0.7% | 815 | $302K |
| Olde Wealth Management, LLC | 0.09% | Reduce -1.9% | 815 | $301K |
| Howard Bailey Securities, LLC | 0.11% | Add +3.6% | 809 | $299K |
| Concorde Asset Management, LLC | 0.17% | Add +24.8% | 806 | $298K |
| Hill Investment Group Partners, LLC | 0.03% | New | 805 | $298K |
| Spectrum Wealth Advisory Group, LLC | 0.08% | Add +1.1% | 804 | $297K |
| Montgomery Financial Services LLC | 0.26% | — | 802 | $297K |
| Park Place Capital Corp | 0.05% | Add +0.1% | 801 | $296K |
| Pearl Planning LLC | 0.14% | Reduce -1.0% | 800 | $296K |
| Laurel Wealth Planning LLC | 0.13% | Add +0.4% | 800 | $296K |
| Orrstown Financial Services Inc. | 0.04% | No change | 800 | $296K |
| Welch Financial Planning, LLC | 0.17% | New | 799 | $296K |
| Beck Capital Management, LLC | 0.05% | New | 797 | $295K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.11% | No change | 793 | $293K |
| Mendel Money Management | 0.11% | Reduce -7.4% | 791 | $293K |
| Correct Capital Wealth Management | 0.05% | Add +3.3% | 791 | $293K |
| ROI Financial Advisors, LLC | 0.15% | No change | 789 | $292K |
| Lifelong Wealth Advisors, Inc. | 0.07% | No change | 788 | $292K |
| Odyssey Capital Advisors, Inc. | 0.21% | No change | 788 | $292K |
| Cottage Street Advisors LLC | 0.11% | Add +16.9% | 787 | $291K |
| McRae Capital Management Inc. | 0.06% | Add +10.6% | 786 | $291K |
| Peak Wealth Management LLC | 0.20% | No change | 785 | $290K |
| Mindset Wealth Management, LLC | 0.06% | No change | 783 | $290K |
| Solitude Financial Services | 0.08% | Reduce -0.4% | 782 | $289K |
| Orographic Financial Advisors, LLC | 0.19% | No change | 758 | $289K |
| CCM Investment Advisers LLC | 0.02% | No change | 779 | $288K |
| Brucke Financial, Inc. | 0.13% | No change | 778 | $288K |
| SWP Financial LLC | 0.13% | No change | 777 | $288K |
| Jackson Thornton Wealth Management, LLC | 0.02% | No change | 777 | $288K |
| Walsh & Associates, LLC | 0.23% | Add +11.0% | 775 | $287K |
| Gator Capital Management, LLC | 0.06% | No change | 775 | $287K |
| Millstone Evans Group, LLC | 0.15% | Add +21.5% | 774 | $287K |
| ShoreHaven Wealth Partners, LLC | 0.09% | No change | 774 | $286K |
| Maltin Wealth Management, Inc. | 0.10% | New | 772 | $286K |
| Arch Global Advisors, LLC | 0.13% | No change | 771 | $285K |
| Matisse Capital | 0.11% | No change | 770 | $285K |
| Miramontes Capital, LLC | 0.09% | Add +7.4% | 770 | $285K |
| Uniting Wealth Partners, LLC | 0.06% | New | 766 | $284K |
| Two West Capital Advisors LLC | 0.14% | Add +2.4% | 773 | $283K |
| Riggs Asset Managment Co. Inc. | 0.05% | Add +2.4% | 765 | $283K |
| Wharton Business Group, LLC | 0.01% | No change | 765 | $283K |
| Campbell Deegan Wealth Management, LLC | 0.20% | Add +0.3% | 762 | $282K |
| Valued Wealth Advisors LLC | 0.10% | No change | 760 | $281K |
| Broussard Financial Group LLC | 0.23% | No change | 760 | $281K |
| KFG Wealth Management, LLC | 0.03% | Reduce -22.1% | 758 | $281K |
| Monarch Capital Management Inc. | 0.06% | Reduce -6.0% | 758 | $280K |
| Birch Hill Investment Advisors LLC | 0.01% | No change | 758 | $280K |
| Atlatl Advisers LLC | 0.07% | No change | 756 | $280K |
| Grant Private Wealth Management Inc | 0.12% | No change | 752 | $278K |
| Verity Asset Management, Inc. | 0.11% | Reduce -24.0% | 750 | $278K |
| Colonial Trust Co / SC | 0.04% | No change | 750 | $278K |
| Duncan Williams Asset Management, LLC | 0.06% | New | 748 | $277K |
| McCartney Wealth Management LLC | 0.21% | No change | 747 | $276K |
| Rubicon Advisors, GP | 0.20% | Reduce -2.6% | 746 | $276K |
| Torray Investment Partners LLC | 0.04% | Add +0.1% | 745 | $276K |
| Prosperitas Financial LLC | 0.09% | No change | 745 | $276K |
| Cyr Financial Inc. | 0.14% | No change | 744 | $275K |
| Sanchez Wealth Management Group | 0.05% | Reduce -6.3% | 743 | $275K |
| Bannerstone Capital Management, LLC | 0.23% | Add +0.3% | 741 | $274K |
| Haven Private, LLC | 0.10% | Add +15.6% | 740 | $274K |
| RMG Wealth Management LLC | 0.03% | No change | 716 | $273K |
| Argent Advisors, Inc. | 0.07% | No change | 738 | $273K |
| Arbor Capital Management Inc. | 0.27% | Reduce -4.3% | 757 | $273K |
| TCFG Investment Advisors, LLC | 0.09% | Add +3.5% | 738 | $273K |
| Retirement Planning Co of New England, Inc. | 0.10% | New | 737 | $273K |
| Stonebridge Financial Planning Group, LLC | 0.09% | Reduce -8.7% | 737 | $273K |
| Glaxis Capital Management, LLC | 0.55% | Reduce -98.6% | 735 | $272K |
| Hoge Financial Services, LLC | 0.13% | Add +0.3% | 735 | $272K |
| Clean Yield Group | 0.07% | Reduce -0.4% | 735 | $272K |
| Total Wealth Planning & Management, Inc. | 0.20% | No change | 732 | $271K |
| Dala Group, LLC | 0.22% | New | 730 | $270K |
| Spectrum Financial Alliance Ltd LLC | 0.04% | Add +0.4% | 729 | $270K |
| Home Federal Bank of Tennessee | 0.06% | No change | 729 | $270K |
| MBE Wealth Management, LLC | 0.09% | New | 728 | $269K |
| Financial Life Advisors | 0.08% | No change | 728 | $269K |
| Whitaker-Myers Wealth Managers, LTD. | 0.04% | New | 726 | $269K |
| Garrett Wealth Advisory Group, LLC | 0.04% | No change | 726 | $269K |
| Golden Bell Financial Planning LLC | 0.20% | Reduce -0.3% | 725 | $268K |
| Dorato Capital Management | 0.18% | Reduce -2.3% | 718 | $268K |
| Forum Private Client Group LLC | 0.08% | Add +4.3% | 722 | $267K |
| Ardent Capital Management, Inc. | 0.11% | No change | 721 | $267K |
| Palisade Capital Management, LP | 0.01% | New | 720 | $266K |
| Foundry Financial LLC | 0.09% | New | 720 | $266K |
| Mustard Seed Financial, LLC | 0.14% | No change | 719 | $266K |
| Alternative Investment Advisors, LLC. | 0.10% | Add +3.3% | 717 | $266K |
| Leelyn Smith, LLC | 0.03% | Reduce -9.0% | 715 | $265K |
| Callahan Advisors, LLC | 0.02% | Reduce -4.2% | 714 | $264K |
| Keenan, LLC | 0.19% | Add +13.0% | 714 | $264K |
| Buckhead Capital Management LLC | 0.09% | Add +0.3% | 713 | $264K |
| Thayer Financial, L.L.C. | 0.24% | No change | 712 | $264K |
| Adaptive Financial Consulting, LLC | 0.09% | New | 711 | $263K |
| Ingalls & Snyder LLC | 0.01% | No change | 712 | $263K |
| Ackerman Asset Management, LLC | 0.16% | No change | 709 | $262K |
| Braun Stacey Associates Inc. | 0.01% | No change | 707 | $262K |
| BlackDiamond Wealth Management, LLC | 0.11% | Reduce -2.8% | 685 | $261K |
| Lockerman Financial Group, Inc. | 0.40% | Add +6.2% | 706 | $261K |
| Well Done, LLC | 0.04% | Reduce -2.4% | 706 | $261K |
| Aspen Private Advisors, LLC | 0.26% | — | 706 | $261K |
| Stewardship Advisors, LLC | 0.05% | No change | 705 | $261K |
| Liberty Atlantic Advisors LLC | 0.19% | Add +1.6% | 704 | $261K |
| City National Bank of Florida | 0.11% | Add +0.1% | 703 | $260K |
| Compass Financial Services Inc | 0.10% | Add +0.4% | 703 | $260K |
| Guidance Point Advisors, LLC | 0.06% | Add +8.4% | 700 | $260K |
| Tradewinds Capital Management, LLC | 0.05% | Add +0.1% | 701 | $260K |
| Dover Advisors, LLC | 0.11% | Add +7.7% | 773 | $259K |
| Black Swift Group, LLC | 0.04% | No change | 700 | $259K |
| Warburton Capital Management, LLC | 0.11% | No change | 702 | $259K |
| Richards, Merrill & Peterson, Inc. | 0.08% | No change | 700 | $259K |
| Schrum Private Wealth Management LLC | 0.27% | Reduce -34.9% | 922 | $258K |
| Aventura Private Wealth, LLC | 0.08% | No change | 697 | $258K |
| WealthPoint Financial, LLC | 0.19% | No change | 694 | $257K |
| CFM Wealth Partners LLC | 0.03% | Add +1.0% | 693 | $256K |
| Sentinel Pension Advisors, LLC | 0.03% | Reduce -5.2% | 696 | $255K |
| BG Investment Services, LLC | 0.18% | Add +4.9% | 689 | $255K |
| Hippocratic Financial Advisors, LLC | 0.10% | New | 687 | $254K |
| Financial Guidance Group, Inc. | 0.10% | Reduce -60.4% | 686 | $254K |
| Kilter Group LLC | 0.09% | No change | 686 | $254K |
| Argonautica Private Wealth Management, Inc. | 0.06% | New | 685 | $254K |
| MPS Loria Financial Planners, LLC | 0.06% | Add +0.1% | 684 | $253K |
| one8zero8, LLC | 0.05% | Add +45.5% | 684 | $253K |
| Bull Street Advisors, LLC | 0.12% | Add +0.3% | 1,403 | $253K |
| Core Wealth Management, Inc. | 0.07% | No change | 683 | $253K |
| Missouri Trust & Investment Co | 0.07% | No change | 685 | $252K |
| Copia Wealth Management | 0.15% | No change | 681 | $252K |
| Decker Wealth Management LLC | 0.05% | No change | 681 | $252K |
| Sightline Wealth Advisors, LLC | 0.09% | Add +0.4% | 680 | $252K |
| Gunderson Capital Management LLC | 0.07% | New | 680 | $252K |
| Somnio Financial Group, LLC | 0.15% | Add +0.3% | 679 | $251K |
| LVM Capital Management Ltd. | 0.02% | Add +0.1% | 678 | $251K |
| Gimbal Financial | 0.16% | — | 676 | $250K |
| Redmond Asset Management, LLC | 0.06% | No change | 674 | $249K |
| MA Private Wealth | 0.04% | No change | 672 | $249K |
| Annandale Capital, LLC | 0.04% | New | 670 | $248K |
| Invictus Private Wealth, LLC | 0.01% | Reduce -8.6% | 669 | $248K |
| Westwood Holdings Group Inc. | 0.00% | No change | 668 | $247K |
| Williamson Legacy Group, LLC | 0.12% | Reduce -7.6% | 667 | $247K |
| Retiremitten Financial LLC | 0.10% | Reduce -41.3% | 667 | $247K |
| SRH Advisors, LLC | 0.06% | Add +0.6% | 666 | $246K |
| Mann Financial Group, Inc. | 0.21% | No change | 665 | $246K |
| Dupree Financial Group, LLC | 0.09% | Add +0.1% | 659 | $244K |
| Denver Wealth Management, Inc. | 0.07% | New | 657 | $243K |
| SageOak Financial, LLC | 0.16% | Reduce -14.5% | 655 | $242K |
| Genesis Private Wealth, LLC | 0.07% | Reduce -2.1% | 655 | $242K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.10% | Reduce -31.9% | 654 | $242K |
| Babb Wealth Advisors LLC | 0.12% | No change | 654 | $242K |
| Note Advisors, LLC | 0.10% | Reduce -63.2% | 652 | $241K |
| Evoke Wealth, LLC | 15.48% | — | 651 | $241K |
| Directional Asset Management | 0.23% | Add +1.7% | 650 | $241K |
| Tableaux LLC | 0.10% | No change | 650 | $241K |
| True Blue Financial, LLC | 0.10% | No change | 648 | $240K |
| Middleton & Co. Inc. | 0.03% | No change | 647 | $239K |
| ONE Advisory Partners, LLC | 0.07% | New | 645 | $239K |
| Alhambra Investment Management LLC | 0.10% | No change | 642 | $238K |
| Steel Grove Capital Advisors, LLC | 0.02% | No change | 640 | $237K |
| Baker Boyer National Bank | 0.07% | Reduce -1.1% | 640 | $237K |
| Sidoxia Capital Management, LLC | 0.17% | Add +0.2% | 637 | $236K |
| Bonfire Financial | 0.15% | New | 636 | $236K |
| DLK Investment Management, LLC | 0.10% | New | 880 | $235K |
| Jacobs & Co. | 0.02% | New | 635 | $234K |
| Meritas Wealth Management, LLC | 0.09% | Add +0.3% | 632 | $234K |
| Baring Financial LLC | 0.13% | New | 631 | $234K |
| GreatBanc Trust CO | 0.14% | New | 631 | $233K |
| TCV Trust & Wealth Management, Inc. | 0.02% | No change | 631 | $233K |
| Dedeker Financial LLC | 0.13% | No change | 630 | $233K |
| Rezny Wealth Management, Inc. | 0.04% | No change | 630 | $233K |
| GenWealth Group, Inc. | 0.04% | New | 630 | $233K |
| Eagle Bay Advisors LLC | 0.17% | New | 629 | $233K |
| 4Thought Financial Group Inc. | 0.11% | Reduce -2.0% | 628 | $232K |
| Mandatum Life Insurance Co Ltd | 0.04% | No change | 628 | $232K |
| StrongBox Wealth, LLC | 0.07% | New | 627 | $232K |
| Hall Capital Management Co. Inc. | 0.07% | No change | 625 | $231K |
| Central Bank & Trust Co. | 0.03% | Reduce -38.7% | 625 | $231K |
| Higgins & Schmidt Wealth Strategies LLC | 0.10% | New | 622 | $230K |
| Luken Investment Analytics, LLC | 0.08% | Add +1.1% | 617 | $228K |
| Group One Trading LLC | 0.01% | New | 616 | $228K |
| Pacific Sun Financial Corp | 0.09% | New | 614 | $227K |
| Rakuten Securities, Inc. | 0.05% | Reduce -28.6% | 613 | $227K |
| Sentinel Advisory Group, LLC | 0.09% | New | 611 | $226K |
| Activest Wealth Management | 0.04% | Add +0.8% | 611 | $226K |
| Strategic Wealth Advisors LLC | 0.19% | Add +2.7% | 677 | $226K |
| Round Rock Advisors LLC | 0.03% | New | 610 | $226K |
| Schmidt P J Investment Management Inc. | 0.04% | Reduce -3.5% | 610 | $226K |
| Strengthening Families & Communities, LLC | 0.05% | Add +16.0% | 610 | $226K |
| Dynamic Financial Group | 0.17% | New | 608 | $225K |
| Hapanowicz & Associates Financial Services, Inc | 0.07% | New | 608 | $225K |
| Koesten, Hirschmann & Crabtree, INC. | 0.09% | New | 607 | $225K |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 0.07% | New | 607 | $225K |
| Helium Advisors LLC | 0.19% | Reduce -21.6% | 607 | $224K |
| Aljian Capital Management, LLC | 0.04% | New | 606 | $224K |
| Carbahal Olsen Financial Services Group, LLC | 0.16% | New | 605 | $224K |
| Benchmark Financial, LLC | 0.18% | New | 604 | $223K |
| HSBC Holdings PLC | 0.00% | New | 603 | $223K |
| Vivid Wealth Management, LLC | 0.08% | New | 601 | $222K |
| Hillcrest Wealth Advisors - NY, LLC | 0.08% | Reduce -14.3% | 600 | $222K |
| Legacy Bridge, LLC | 0.07% | No change | 600 | $222K |
| Saiph Capital, LLC | 0.07% | Reduce -58.9% | 600 | $222K |
| Shelton Capital Management | 0.00% | New | 600 | $222K |
| Equity Wealth Partners, LLC | 0.08% | New | 598 | $221K |
| Valley Forge Investment Consultants Inc. Adv | 0.06% | New | 594 | $220K |
| Ballew Advisors, Inc | 0.11% | New | 596 | $220K |
| Aureus Asset Management, LLC | 0.01% | New | 592 | $219K |
| Klein Pavlis & Peasley Financial, Inc. | 0.11% | Reduce -32.7% | 592 | $219K |
| Shoker Investment Counsel, Inc. | 0.06% | New | 591 | $219K |
| Consolidated Capital Management, LLC | 0.06% | New | 592 | $219K |
| BNB Wealth Management, LLC | 0.12% | New | 590 | $218K |
| Evolution Advisers, Inc. | 0.08% | No change | 40,329 | $218K |
| First City Capital Management, Inc. | 0.11% | New | 588 | $218K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.03% | Reduce -21.1% | 586 | $217K |
| SKY-Mountain Capital Management, Inc. | 0.15% | New | 584 | $216K |
| M. Kulyk & Associates, LLC | 0.04% | Reduce -43.0% | 584 | $216K |
| Auctus Advisors LLC | 0.18% | New | 583 | $216K |
| CJM Wealth Advisers, Ltd. | 0.06% | New | 582 | $215K |
| TRUE Private Wealth Advisors | 0.02% | Reduce -7.9% | 581 | $215K |
| Fairvoy Private Wealth, LLC | 0.04% | New | 581 | $215K |
| Steinberganna Wealth Management | 0.09% | New | 579 | $214K |
| Prism Planning Partners LLC | 0.23% | New | 578 | $214K |
| Burford Brothers, Inc. | 0.08% | New | 577 | $214K |
| Xcel Wealth Management, LLC | 0.05% | New | 576 | $213K |
| Kingdom Financial Group LLC. | 0.05% | Add +12.3% | 574 | $212K |
| Madison Park Capital Advisors, LLC | 0.15% | New | 3,276 | $212K |
| Hofer & Associates. Inc | 0.10% | New | 572 | $212K |
| Portland Financial Advisors Inc | 0.39% | New | 571 | $211K |
| Signature Equity Partners, LLC | 0.10% | Add +20.5% | 570 | $211K |
| Taylor Financial Group, Inc. | 0.12% | New | 570 | $211K |
| Puff Wealth Management, LLC | 0.21% | — | 568 | $210K |
| Ankerstar Wealth, LLC | 0.18% | Add +21.1% | 567 | $210K |
| Community Financial Services Group, LLC | 0.03% | No change | 568 | $210K |
| Tower View Wealth Management LLC | 0.09% | Add +2.4% | 566 | $209K |
| Vima LLC | 0.21% | — | 565 | $209K |
| Leigh Baldwin & Co., LLC | 0.11% | New | 562 | $208K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.28% | No change | 562 | $208K |
| Byrne Financial Freedom, LLC | 0.08% | New | 561 | $208K |
| Nelson Capital Management, LLC | 0.02% | New | 556 | $206K |
| Beacon Financial Planning, Inc. | 0.07% | New | 553 | $205K |
| TOWER TRUST & INVESTMENT Co | 0.12% | No change | 552 | $204K |
| Tencap Wealth Coaching, LLC | 0.06% | New | 551 | $204K |
| Financial Enhancement Group LLC | 0.02% | New | 551 | $204K |
| Tme Financial, Inc. | 0.13% | New | 550 | $204K |
| Fairlight Advisors | 0.17% | — | 548 | $203K |
| Chartist Inc. | 0.13% | New | 548 | $203K |
| Frederick Financial Consultants, LLC | 0.09% | New | 548 | $203K |
| Tandem Financial, LLC | 0.07% | New | 546 | $202K |
| Arjuna Capital | 0.05% | New | 544 | $201K |
| Schorn Wealth LLC | 0.05% | New | 543 | $201K |
| Scharf Investments, LLC | 0.01% | New | 542 | $201K |
| Country Trust Bank | 0.00% | Reduce -30.3% | 539 | $199K |
| Wolff Wiese Magana LLC | 0.09% | No change | 538 | $199K |
| John A. Wolfe & Associates, Inc. | 0.27% | Add +52.6% | 534 | $198K |
| Central Pacific Bank - Trust Division | 0.02% | No change | 533 | $197K |
| First Financial Corp. | 0.07% | No change | 531 | $196K |
| Godfrey Financial Associates, Inc. | 0.15% | Add +0.8% | 528 | $195K |
| NFSG Corp | 0.02% | Reduce -60.8% | 523 | $194K |
| Ni Acquisitions Company, LLC | 0.08% | — | 514 | $190K |
| Hughes Financial Services, LLC | 0.03% | No change | 509 | $188K |
| Blueline Advisors LLC | 0.13% | Add +181.1% | 506 | $187K |
| Wellington Shields Capital Management, LLC | 0.02% | No change | 500 | $185K |
| Go Invest LLC | 0.04% | Add +1.9% | 483 | $179K |
| Monetary Solutions, Ltd | 0.15% | No change | 483 | $179K |
| Cheviot Value Management, LLC | 0.02% | Add +3.3% | 474 | $175K |
| Midway Capital Research & Management | 0.14% | Add +46.1% | 469 | $174K |
| Main Management LLC | 0.01% | Add +0.2% | 464 | $172K |
| West Branch Capital LLC | 0.04% | Add +3.9% | 449 | $166K |
| Evergreen Private Wealth LLC | 0.06% | Reduce -13.8% | 445 | $165K |
| Bay Harbor Wealth Management, LLC | 0.04% | Add +4.8% | 436 | $161K |
| Investors Portfolio Services LLC | 0.12% | Reduce -0.2% | 417 | $154K |
| Hamrick Investment Counsel, llc | 0.10% | Reduce -88.7% | 416 | $154K |
| Nalls Sherbakoff Group, LLC | 0.11% | No change | 412 | $153K |
| Leo H. Evart, Inc. | 0.12% | Add +3.6% | 406 | $150K |
| Finley Financial, LLC | 0.06% | No change | 405 | $150K |
| Provident Wealth Management, LLC | 0.04% | No change | 400 | $148K |
| Schroder Investment Management Group | 0.00% | Reduce -11.7% | 400 | $148K |
| Nkcfo LLC | 0.04% | No change | 400 | $148K |
| Reicon Wealth Advisors, LLC | 0.09% | Reduce -20.2% | 399 | $148K |
| Strategic Investment Solutions, Inc. | 0.03% | Add +7.3% | 384 | $142K |
| Wallace Hart LLC | 0.09% | No change | 384 | $142K |
| LifeSteps Financial, Inc. | 0.06% | Reduce -61.8% | 371 | $137K |
| Marquette Asset Management, LLC | 0.02% | No change | 371 | $137K |
| Investment Research & Advisory Group, Inc. | 0.04% | Reduce -1.6% | 370 | $137K |
| Financial Network Wealth Advisors LLC | 0.14% | Add +317.2% | 363 | $134K |
| Obsidian Cio, LLC | 0.10% | Reduce -61.2% | 360 | $133K |
| Wellington Shields & Co., LLC | 0.03% | No change | 360 | $133K |
| Ironwood Wealth Management, LLC. | 0.03% | Reduce -55.4% | 358 | $132K |
| Rock Creek Group LLC | 0.01% | No change | 348 | $129K |
| Canton Hathaway, LLC | 0.02% | No change | 340 | $126K |
| Pin Oak Investment Advisors Inc. | 0.09% | No change | 339 | $125K |
| Ballast Advisors LLC | 0.03% | No change | 336 | $124K |
| Hazlett, Burt & Watson, Inc. | 0.03% | Add +217.1% | 333 | $123K |
| Toth Financial Advisory Corp. | 0.01% | Reduce -23.6% | 323 | $119K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 320 | $118K |
| Vision Financial Markets LLC | 0.10% | Add +0.3% | 313 | $115K |
| Ssa Swiss Advisors AG | 0.04% | Reduce -50.9% | 300 | $111K |
| Ulland Investment Advisors, LLC | 0.08% | Add +1.0% | 301 | $111K |
| NBH Bank | 0.05% | — | 292 | $108K |
| Portfolio Resources Advisor Group, Inc. | 0.09% | Reduce -5.3% | 287 | $106K |
| Gladwyn Financial Advisors, Inc. | 0.06% | Reduce -3.2% | 273 | $101K |
| Gen-Wealth Partners Inc | 0.03% | Reduce -99.9% | 269 | $100K |
| Whipplewood Advisors, LLC | 0.07% | Reduce -0.8% | 262 | $97K |
| First Bancorp, Inc | 0.04% | New | 255 | $94K |
| Mb, Levis & Associates, LLC | 0.03% | Add +0.4% | 251 | $93K |
| Glassy Mountain Advisors, Inc. | 0.03% | No change | 250 | $93K |
| MV Capital Management, Inc. | 0.01% | No change | 237 | $88K |
| Security National Bank of Sioux City Iowa | 0.04% | New | 236 | $87K |
| Flagship Wealth Advisors, LLC | 0.02% | Add +24.1% | 232 | $86K |
| Godsey & Gibb, Inc. | 0.01% | Reduce -41.0% | 226 | $84K |
| Ascentis Independent Advisors | 0.22% | Reduce -98.5% | 220 | $81K |
| Advocate Investing Services LLC | 0.06% | No change | 217 | $80K |
| Viewpoint Capital Management LLC | 0.04% | No change | 214 | $79K |
| J.Safra Asset Management Corp | 0.00% | New | 198 | $73K |
| Mascoma Wealth Management LLC | 0.01% | No change | 195 | $72K |
| Friedenthal Financial | 0.03% | No change | 192 | $71K |
| Acumen Wealth Advisors, LLC | 0.01% | Add +2.8% | 186 | $69K |
| Financial Gravity Companies, Inc. | 0.01% | — | 182 | $67K |
| 3Chopt Investment Partners, LLC | 0.01% | Add +0.6% | 182 | $67K |
| Matrix Private Capital Group LLC | 0.03% | Add +26.1% | 179 | $66K |
| Pinney & Scofield, Inc. | 0.03% | Reduce -6.4% | 175 | $65K |
| Merrithew & Thorsten Inc | 0.05% | Add +0.6% | 171 | $63K |
| Noble Wealth Management PBC | 0.03% | Reduce -9.1% | 170 | $63K |
| Allied Private Wealth LLC | 0.04% | — | 170 | $63K |
| Hamilton Point Investment Advisors, LLC | 0.01% | No change | 167 | $62K |
| Principia Wealth Advisory, LLC | 0.03% | Reduce -65.5% | 165 | $61K |
| Quarry LP | 0.01% | Reduce -80.7% | 164 | $61K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 164 | $61K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 161 | $60K |
| Wagner Wealth Management, LLC | 0.01% | Reduce -61.1% | 156 | $58K |
| Hilton Head Capital Partners, LLC | 0.03% | No change | 154 | $57K |
| KERR FINANCIAL PLANNING Corp | 0.06% | No change | 153 | $57K |
| Kozak & Associates, Inc. | 0.01% | No change | 152 | $56K |
| Urban Financial Advisory Corp | 0.01% | No change | 147 | $54K |
| Quantum Capital Management, LLC / NJ | 0.01% | No change | 141 | $52K |
| Hartford Financial Management Inc. | 0.01% | Reduce -0.7% | 134 | $50K |
| Barnes Dennig Private Wealth Management LLC | 0.04% | Add +74.7% | 131 | $48K |
| Wilkerson Advisory Group LLC | 0.01% | Reduce -0.8% | 130 | $48K |
| Motco | 0.00% | No change | 126 | $47K |
| Luminist Capital LLC | 0.05% | New | 124 | $46K |
| FWL Investment Management, LLC | 0.01% | No change | 120 | $44K |
| Kroeger Financial Partners | 0.04% | — | 118 | $44K |
| HFM Investment Advisors, LLC | 0.02% | No change | 118 | $44K |
| Stone House Investment Management, LLC | 0.01% | No change | 116 | $43K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 110 | $41K |
| 1620 Investment Advisors, Inc. | 0.02% | No change | 107 | $40K |
| Torren Management, LLC | 0.02% | No change | 106 | $39K |
| Clark Wealth Partners | 0.02% | No change | 106 | $39K |
| Red Reef Advisors LLC | 0.04% | Add +11.8% | 104 | $38K |
| Financial Life Planners | 0.02% | Add +766.7% | 104 | $38K |
| Raleigh Capital Management Inc. | 0.01% | Reduce -31.0% | 100 | $37K |
| Mechanics Financial Corp | 0.01% | No change | 100 | $37K |
| Bangor Savings Bank | 0.00% | Add +26.9% | 99 | $37K |
| McGuire Capital Advisors Inc. | 0.02% | Reduce -63.4% | 96 | $36K |
| New England Capital Financial Advisors LLC | 0.01% | Reduce -41.9% | 93 | $34K |
| Quantum Portfolio Management LLC | 0.01% | New | 92 | $34K |
| Investors Research Corp | 0.01% | No change | 90 | $33K |
| LFA - Lugano Financial Advisors SA | 0.02% | New | 89 | $33K |
| Pursuit Wealth Strategies, LLC | 0.04% | No change | 88 | $33K |
| WPG Advisers, LLC | 0.02% | No change | 86 | $32K |
| Burnham & Co LLC | 0.02% | — | 77 | $28K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 77 | $28K |
| Ramirez Asset Management, Inc. | 0.00% | No change | 75 | $28K |
| Broadwater Capital Management LLC | 0.02% | No change | 72 | $27K |
| Westend Capital Management, LLC | 0.01% | Reduce -85.7% | 68 | $25K |
| Bernard Wealth Management Corp. | 0.01% | Reduce -24.4% | 65 | $24K |
| PFS Partners, LLC | 0.01% | No change | 64 | $24K |
| JDM Financial Group LLC | 0.01% | No change | 64 | $24K |
| Oakmont Advisory Group, LLC | 0.02% | New | 57 | $21K |
| Sfam, LLC | 0.02% | No change | 52 | $19K |
| Networth Advisors, LLC | 0.01% | No change | 47 | $17K |
| Morris Financial Concepts, Inc. | 0.01% | No change | 46 | $17K |
| Y.D. More Investments Ltd | 0.00% | New | 46 | $17K |
| Advanced Asset Management Advisors Inc | 0.00% | No change | 44 | $16K |
| Three Bearings Fiduciary Advisors, Inc. | 0.01% | No change | 44 | $16K |
| McMillan Office, Inc. | 0.00% | No change | 43 | $16K |
| RHL Group, LLC | 0.01% | No change | 42 | $16K |
| Gould Capital, LLC | 0.01% | Add +105.0% | 41 | $15K |
| WestEnd Advisors, LLC | 0.00% | Add +2.5% | 41 | $15K |
| Bullock Wealth Management Group | 0.01% | No change | 40 | $15K |
| Commonwealth Retirement Investments LLC | 0.00% | New | 39 | $14K |
| Minot DeBlois Advisors LLC | 0.01% | No change | 36 | $13K |
| Twin City Private Wealth, LLC | 0.01% | New | 36 | $13K |
| Chelsea Counsel Co. | 0.01% | No change | 36 | $13K |
| Wiser Advisor Group LLC | 0.01% | No change | 35 | $13K |
| Catherine Avery Investment Management LLC | 0.01% | New | 35 | $13K |
| MJT & Associates Financial Advisory Group, Inc. | 0.01% | No change | 35 | $13K |
| LM Advisors LLC | 0.05% | Add +201.9% | 33,873 | $13K |
| PayPay Securities Corp | 0.30% | Reduce -13.2% | 33 | $12K |
| Ravenstone Capital Management Inc. | 0.00% | New | 32 | $12K |
| Basepoint Wealth LLC | 0.01% | New | 28 | $10K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 28 | $10K |
| Essential Partners LLC | 0.00% | No change | 25 | $9K |
| City State Bank | 0.00% | Add +76.9% | 23 | $9K |
| Bank & Trust Co | 0.00% | No change | 21 | $8K |
| Powell Investment Advisors, LLC | 0.00% | No change | 16 | $6K |
| Hickory Point Bank & Trust | 0.00% | No change | 15 | $6K |
| Hara Capital LLC | 0.00% | Reduce -98.7% | 15 | $6K |
| Philadelphia Investment Partners, LLC | 0.00% | Reduce -45.8% | 13 | $5K |
| Western Pacific Wealth Management, LP | 0.00% | No change | 11 | $4K |
| Delos Wealth Advisors, LLC | 0.00% | No change | 11 | $4K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | No change | 11 | $4K |
| Proathlete Wealth Management LLC | 0.00% | Add +12.5% | 9 | $3K |
| Horizon Financial Services, LLC | 0.00% | No change | 7 | $3K |
| Pflug Koory, LLC | 0.00% | No change | 5 | $2K |
| Essential Investment Partners LLC | 0.00% | No change | 4 | $1K |
| Nova Wealth Management, Inc. | 0.00% | No change | 3 | $1K |
| IMG Wealth Management, Inc. | 0.00% | No change | 1 | $370 |
| Lloyd Advisory Services, LLC. | 0.00% | Reduce -99.8% | 1 | $199 |
"% 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.