Vanguard Mrngstr Val ETF-AuiVTVETF
13F holders, Q1 2024 (March 31)2,061holders
6famous investors
$162.44avg. 13F price*
At the end of Q1 2024, 2,061 institutions reported holding Vanguard Mrngstr Val ETF-Aui (VTV) in their 13F filings. The largest holders were Bank of America Corp. ($18.2B), Jones Financial Companies LLLP ($8.0B) and Morgan Stanley ($4.7B). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Vanguard Mrngstr Val ETF-Aui
- CUSIP
- 922908744
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 130 | $446.8M |
| Exits | 102 | $214.9M |
Ownership 2,061 holders
| Bank of America Corp. | 1.80% | Add +8.4% | 111,799,537 | $18.2B |
| Jones Financial Companies LLLP | 10.91% | Add +1.1% | 49,149,336 | $8.0B |
| Morgan Stanley | 0.38% | Add +2.3% | 28,907,525 | $4.7B |
| Envestnet Asset Management Inc. | 1.20% | Add +1.1% | 19,662,183 | $3.2B |
| UBS Group AG | 0.67% | Add +0.5% | 12,509,347 | $2.0B |
| Ameriprise Financial Inc. | 0.43% | Reduce -0.9% | 9,558,205 | $1.6B |
| LPL Financial LLC | 0.76% | Add +0.2% | 8,642,393 | $1.4B |
| Betterment LLC | 2.84% | Reduce -48.9% | 6,500,026 | $1.1B |
| Wells Fargo & Company | 0.26% | Reduce -3.6% | 6,008,025 | $978.5M |
| Tiaa Trust, National Association | 2.85% | Add +3.2% | 5,723,556 | $932.1M |
| Mill Creek Capital Advisors, LLC | 23.39% | Add +6.9% | 5,291,857 | $861.8M |
| Royal Bank of Canada | 0.20% | Add +2.9% | 5,083,333 | $827.9M |
| Captrust Financial Advisors | 2.99% | Add +3.8% | 5,002,066 | $814.6M |
| D.A. Davidson & Co. | 7.31% | Add +1.1% | 4,976,893 | $810.5M |
| FMR LLC | 0.05% | Reduce -0.9% | 4,891,333 | $796.6M |
| Rwa Wealth Partners, LLC | 10.41% | Add +2.4% | 4,751,024 | $773.8M |
| PNC Financial Services Group, Inc. | 0.53% | Reduce -0.1% | 4,700,070 | $765.5M |
| Bank of New York Mellon Corp | 0.14% | Add +19.0% | 4,528,242 | $737.5M |
| Goldman Sachs Group Inc. | 0.14% | Reduce -32.0% | 4,062,556 | $661.6M |
| Raymond James Financial Services Advisors, Inc. | 0.97% | Add +5.0% | 3,990,474 | $649.9M |
| Mariner, LLC | 1.31% | Add +17.6% | 3,900,476 | $635.2M |
| Truist Financial Corp. | 0.84% | Reduce -12.0% | 3,388,772 | $551.9M |
| Northwestern Mutual Wealth Management Co. | 0.56% | Reduce -5.8% | 3,363,926 | $547.9M |
| Sei Investments Co. | 0.75% | Add +4.1% | 3,144,522 | $512.1M |
| Commonwealth Equity Services, LLC | 0.84% | Reduce -1.0% | 3,097,266 | $504.4M |
| JPMorgan Chase & Co. | 0.04% | Reduce -1.4% | 2,788,602 | $454.2M |
| EP Wealth Advisors, LLC | 4.86% | Add +0.7% | 2,553,447 | $415.9M |
| Provida Pension Fund Administrator | 10.24% | Reduce -1.6% | 2,532,206 | $412.7M |
| Raymond James & Associates | 0.28% | Reduce -4.7% | 2,512,897 | $409.3M |
| CHURCHILL MANAGEMENT Corp | 5.05% | Reduce -0.3% | 2,484,245 | $404.6M |
| Charles Schwab Investment Management Inc. | 0.09% | Reduce -5.3% | 2,419,306 | $394.0M |
| Members Trust Co | 11.32% | Reduce -6.6% | 2,329,700 | $379.4M |
| Avantax Advisory Services, Inc. | 3.28% | Add +5.7% | 2,271,534 | $369.9M |
| Cetera Investment Advisers | 0.84% | Add +179.7% | 2,185,380 | $355.9M |
| Mission Wealth Management, LP | 9.20% | Add +9.3% | 2,105,361 | $342.9M |
| Permanens Capital L.P. | 41.19% | Add +37.2% | 2,058,592 | $335.3M |
| Choreo, LLC | 7.97% | Add +7.3% | 1,907,084 | $310.6M |
| Pacific Life Fund Advisors LLC | 29.27% | Reduce -1.5% | 1,831,415 | $298.3M |
| HighTower Advisors, LLC | 0.47% | Reduce -0.8% | 1,795,222 | $292.4M |
| Osaic Holdings, Inc. | 0.65% | Reduce -24.7% | 1,772,376 | $288.7M |
| Richard Bernstein Advisors LLC | 6.08% | Add +7.5% | 1,740,605 | $283.5M |
| Assetmark, Inc. | 0.91% | Reduce -4.1% | 1,724,302 | $280.8M |
| Moneta Group Investment Advisors LLC | 3.94% | Add +26.3% | 1,483,376 | $241.6M |
| SCS Capital Management LLC | 5.10% | Reduce -2.9% | 1,473,108 | $239.9M |
| CBIZ Investment Advisory Services, LLC | 15.92% | Add +3.2% | 1,406,498 | $229.1M |
| Modera Wealth Management, LLC | 3.44% | Add +5.1% | 1,387,915 | $226.0M |
| Baird Financial Group, Inc. | 0.47% | Reduce -0.1% | 1,366,292 | $222.5M |
| United Capital Financial Advisors, LLC | 1.82% | Reduce -4.7% | 1,356,277 | $220.9M |
| MML Investors Services, LLC | 0.91% | Reduce -0.8% | 1,354,420 | $220.6M |
| Facet Wealth, Inc. | 7.43% | Reduce -13.5% | 1,387,677 | $220.4M |
| Stifel Financial Corp. | 0.24% | Add +1.9% | 1,300,900 | $211.9M |
| Equitable Holdings, Inc. | 2.37% | Add +3.7% | 1,293,269 | $210.6M |
| Partners Capital Investment Group, LLP | 6.03% | Reduce -49.5% | 1,236,409 | $201.4M |
| Foster Group, Inc. | 9.88% | Reduce -2.3% | 1,221,856 | $199.0M |
| Waldron Private Wealth LLC | 8.44% | Add +8.1% | 1,148,486 | $187.0M |
| Mather Group, Llc. | 2.84% | Reduce -0.3% | 1,204,845 | $180.1M |
| Trustees of Dartmouth College | 35.51% | Reduce -23.7% | 1,099,950 | $179.1M |
| Garde Capital, Inc. | 12.44% | Add +6.6% | 1,092,446 | $177.9M |
| Envestnet Portfolio Solutions, Inc. | 0.61% | Reduce -7.7% | 993,485 | $161.8M |
| CIBC Private Wealth Group LLC | 0.32% | Reduce -4.1% | 992,418 | $161.0M |
| Cambridge Investment Research Advisors, Inc. | 0.61% | Add +4.6% | 976,681 | $159.1M |
| US Bancorp \de | 0.21% | Reduce -15.3% | 932,872 | $151.9M |
| Citigroup Inc. | 0.16% | Add +15.5% | 930,367 | $151.6M |
| Employees' Retirement Fund of the City of Fort Worth | 28.14% | No change | 928,774 | $151.3M |
| Caisse de depot et placement du Quebec | 0.36% | New | 914,000 | $148.9M |
| Wealth Enhancement Advisory Services, LLC | 0.38% | Add +4.8% | 902,284 | $146.9M |
| Private Advisor Group, LLC | 1.05% | Add +13.7% | 900,317 | $146.6M |
| Systematic Alpha Investments, LLC | 5.84% | No change | 894,868 | $145.7M |
| Money Design Co.,Ltd. | 7.80% | Add +2.3% | 880,353 | $143.4M |
| Beacon Pointe Advisors, LLC | 1.55% | Add +4.9% | 855,881 | $139.4M |
| Vista Capital Partners, Inc. | 17.12% | Reduce -1.8% | 840,625 | $136.9M |
| Kestra Advisory Services, LLC | 0.91% | Add +14.2% | 836,695 | $136.3M |
| NewEdge Advisors, LLC | 1.08% | Add +3.4% | 757,655 | $123.4M |
| Saudi Central Bank | 12.91% | No change | 756,686 | $123.2M |
| Prime Capital Investment Advisors, LLC | 1.72% | Add +9.0% | 755,018 | $123.0M |
| Brookstone Capital Management | 2.13% | Add +3.8% | 731,501 | $119.1M |
| Stephens Group Asset Management, LLC | 10.55% | Reduce -0.2% | 709,136 | $115.5M |
| Blair William & Co. | 0.36% | Add +4.9% | 701,896 | $114.3M |
| Thrive Wealth Management, LLC | 23.41% | Add +6.0% | 695,646 | $113.3M |
| BlackRock Inc. | 0.00% | Reduce -49.7% | 655,600 | $106.8M |
| Nepc LLC | 3.63% | Add +45.9% | 647,673 | $105.5M |
| Brandywine Oak Private Wealth LLC | 10.96% | Reduce -0.0% | 644,376 | $104.9M |
| Citizens Financial Group Inc. | 3.50% | Add +1.7% | 644,227 | $104.9M |
| Manufacturers Life Insurance Company, The | 0.10% | Reduce -5.6% | 638,480 | $104.0M |
| Atria Wealth Solutions, Inc. | 1.17% | Add +0.7% | 638,312 | $104.0M |
| Woodmont Investment Counsel LLC | 8.64% | Add +3.1% | 629,872 | $102.6M |
| Brickley Wealth Management | 23.50% | Add +0.5% | 629,365 | $102.5M |
| Sequoia Financial Advisors, LLC | 1.27% | Reduce -20.4% | 628,007 | $102.3M |
| Creative Planning | 0.11% | Reduce -5.6% | 623,219 | $101.5M |
| PrairieView Partners, LLC | 11.37% | Add +1.5% | 608,693 | $99.1M |
| Chan Zuckerberg Initiative, LLC | 29.13% | No change | 599,163 | $97.6M |
| Wilbanks Smith & Thomas Asset Management LLC | 2.70% | Add +1.2% | 593,370 | $96.6M |
| Relative Value Partners Group, LLC | 6.02% | Reduce -1.8% | 634,569 | $95.7M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1.18% | No change | 580,850 | $94.6M |
| Efficient Advisors, LLC | 6.00% | Reduce -0.2% | 573,912 | $93.5M |
| Midland Wealth Advisors, LLC | 5.74% | Add +1.9% | 572,640 | $93.3M |
| Simplicity Wealth,LLC | 2.19% | New | 563,913 | $91.8M |
| Bank of Hawaii | 4.47% | Reduce -0.9% | 563,590 | $91.8M |
| Bleakley Financial Group, LLC | 2.64% | Add +1.4% | 559,606 | $91.1M |
| Cable Hill Partners, LLC | 10.80% | No change | 588,040 | $88.1M |
| BOK Financial Private Wealth, Inc. | 6.37% | Add +7.7% | 525,462 | $85.6M |
| National Bank of Canada | 0.14% | Reduce -8.9% | 518,155 | $83.6M |
| Cornerstone Management, Inc. | 18.52% | Reduce -1.9% | 512,181 | $83.4M |
| Cerity Partners LLC | 0.22% | Reduce -17.9% | 504,537 | $82.1M |
| Focused Wealth Management, Inc | 12.72% | Add +4.9% | 500,138 | $81.5M |
| Invictus Private Wealth, LLC | 7.21% | Reduce -1.4% | 498,525 | $81.2M |
| Angeles Investment Advisors, LLC | 4.29% | Add +982.4% | 495,347 | $80.7M |
| Safeguard Financial, LLC | 25.98% | Add +7.9% | 489,569 | $79.7M |
| Natixis Advisors, LLC | 0.18% | Reduce -33.8% | 479,399 | $78.1M |
| Strategies Wealth Advisors, LLC | 11.83% | Add +6.9% | 472,011 | $76.9M |
| Thrivent Financial for Lutherans | 0.15% | Reduce -8.0% | 468,210 | $76.3M |
| Rockefeller Capital Management L.P. | 0.22% | Add +13.9% | 465,957 | $75.9M |
| Financial Synergies Wealth Advisors, Inc. | 9.87% | Add +1.6% | 461,918 | $75.2M |
| B. Riley Wealth Advisors, Inc. | 2.03% | Add +29.9% | 544,385 | $75.1M |
| Relyea Zuckerberg Hanson LLC | 12.96% | Add +2.5% | 454,305 | $74.0M |
| Atria Investments, Inc | 1.01% | Add +3.1% | 449,819 | $73.3M |
| Orion Porfolio Solutions, LLC | 0.78% | Add +0.6% | 448,947 | $73.1M |
| Orion Portfolio Solutions, LLC | 0.78% | Add +0.6% | 448,947 | $73.1M |
| Simon Quick Advisors, LLC | 5.47% | Add +18.2% | 448,614 | $73.1M |
| Mountain Capital Investment Advisors Inc. | 20.46% | Add +64.0% | 453,940 | $73.0M |
| CreativeOne Wealth, LLC | 2.85% | Add +13.7% | 439,829 | $71.6M |
| Morningstar Investment Services LLC | 0.77% | Reduce -58.5% | 433,090 | $70.3M |
| TMD Wealth Management, LLC | 15.99% | Add +7.9% | 420,514 | $68.5M |
| Nadler Financial Group, Inc. | 8.40% | Reduce -0.3% | 418,377 | $68.1M |
| Rodgers & Associates, LTD | 8.73% | Reduce -1.0% | 417,706 | $68.0M |
| Corient Private Wealth LP | 0.12% | Reduce -0.2% | 417,192 | $67.9M |
| Exencial Wealth Advisors, LLC | 2.53% | Reduce -17.5% | 415,202 | $67.6M |
| Pasadena Private Wealth, LLC | 15.16% | Add +2.3% | 404,633 | $65.9M |
| Cwm, LLC | 0.32% | Reduce -2.7% | 399,366 | $65.0M |
| RMR Wealth Builders | 7.79% | Add +5.8% | 395,496 | $64.4M |
| First Hawaiian Bank | 2.00% | Add +0.7% | 393,100 | $64.0M |
| BNP Paribas Financial Markets | 0.08% | Add +103.9% | 392,480 | $63.9M |
| HTLF Bank | 7.21% | Reduce -1.5% | 385,689 | $62.8M |
| Russell Investments Group, Ltd. | 0.10% | Add +0.0% | 383,248 | $62.4M |
| Trust Co | 8.17% | Reduce -4.8% | 381,910 | $62.2M |
| CSM Advisors, LLC | 4.00% | Reduce -30.7% | 372,083 | $60.6M |
| Evoke Wealth, LLC | 1.79% | New | 370,083 | $60.3M |
| Unison Advisors LLC | 5.94% | Add +1.5% | 369,263 | $60.1M |
| Fifth Third Bancorp | 0.23% | Reduce -4.3% | 368,549 | $60.0M |
| Signaturefd, LLC | 1.24% | Reduce -0.2% | 361,769 | $58.9M |
| Mercer Global Advisors Inc. | 0.17% | Reduce -5.3% | 361,148 | $58.8M |
| NSI Retail Advisors, LLC | 8.67% | Reduce -31.6% | 354,498 | $57.7M |
| Accredited Investors Inc. | 3.68% | Add +9.1% | 351,517 | $57.2M |
| Strategic Blueprint, LLC | 4.04% | Add +20.1% | 349,134 | $56.9M |
| Ellevest, Inc. | 3.51% | Add +1.3% | 347,326 | $56.6M |
| Sage Financial Group Inc. | 5.08% | Add +1.3% | 346,317 | $56.4M |
| Condor Capital Management | 5.29% | Reduce -0.9% | 331,771 | $54.0M |
| Forvis Mazars Wealth Advisors, LLC | 1.36% | Reduce -3.2% | 329,411 | $53.6M |
| Wealthspire Advisors, LLC | 0.71% | Reduce -0.6% | 325,427 | $53.0M |
| Janney Montgomery Scott LLC | 0.16% | Add +0.4% | 323,613 | $52.7M |
| Peninsula Wealth, LLC | 10.28% | Reduce -20.2% | 316,319 | $51.5M |
| Steward Partners Investment Advisory, LLC | 0.57% | Add +0.1% | 314,771 | $51.3M |
| Blue Edge Capital, LLC | 8.33% | Add +2.2% | 305,801 | $49.8M |
| Foster Victor Wealth Advisors, LLC | 4.50% | Reduce -1.5% | 311,053 | $49.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.52% | Reduce -5.7% | 300,933 | $49.0M |
| Stephens Inc. | 0.76% | Add +4.7% | 300,062 | $48.9M |
| Penserra Capital Management LLC | 0.61% | New | 299,722 | $48.8M |
| Oxford Financial Group, LTD. LLC | 3.37% | Reduce -3.2% | 297,869 | $48.5M |
| Total Wealth Planning, LLC | 8.22% | Reduce -1.6% | 293,837 | $47.9M |
| Partners in Financial Planning | 10.34% | Add +0.7% | 285,177 | $46.4M |
| Kestra Private Wealth Services, LLC | 1.03% | Add +3.5% | 281,451 | $45.8M |
| Presilium Private Wealth, LLC | 12.13% | Add +3.3% | 280,726 | $45.7M |
| Coldstream Capital Management Inc. | 1.15% | Reduce -27.3% | 278,856 | $45.4M |
| Allworth Financial LP | 0.32% | Add +0.7% | 276,670 | $45.1M |
| Koshinski Asset Management, Inc. | 4.61% | Add +723.1% | 276,572 | $45.0M |
| Dakota Wealth Management | 1.12% | Add +319.1% | 275,328 | $44.8M |
| Pathway Financial Advisors LLC | 11.89% | Add +1.1% | 269,950 | $44.0M |
| Waverly Advisors, LLC | 1.03% | Reduce -5.7% | 269,147 | $43.8M |
| Signature Estate & Investment Advisors LLC | 1.22% | Reduce -0.9% | 265,073 | $43.2M |
| Summit Financial, LLC | 2.55% | Reduce -1.5% | 263,762 | $43.0M |
| Bishop & Co Investment Management, LLC | 17.78% | Add +90.8% | 263,678 | $42.9M |
| EverSource Wealth Advisors, LLC | 3.38% | Add +24.1% | 274,239 | $42.9M |
| Cary Street Partners Investment Advisory LLC | 1.79% | Add +42.3% | 260,050 | $42.4M |
| Franklin Resources Inc. | 0.01% | Reduce -2.8% | 257,513 | $41.9M |
| Hirtle & Co., LLC | 2.07% | Reduce -2.5% | 255,468 | $41.6M |
| Bessemer Group Inc. | 0.07% | Add +12.9% | 254,336 | $41.4M |
| Baron Silver Stevens Financial Advisors, LLC | 7.85% | Reduce -0.7% | 247,479 | $40.3M |
| Sepio Capital, LP | 3.45% | Reduce -24.1% | 247,244 | $40.3M |
| Comerica Bank | 0.17% | Reduce -4.6% | 247,188 | $40.3M |
| Focus Partners Wealth | 0.33% | Add +3.5% | 245,849 | $40.0M |
| NewEdge Wealth, LLC | 0.90% | Reduce -6.5% | 255,156 | $40.0M |
| Federation des caisses Desjardins du Quebec | 0.29% | Reduce -4.9% | 243,377 | $39.6M |
| Trustmark Bank Trust Department | 3.23% | Reduce -9.4% | 243,147 | $39.6M |
| BIP Wealth, LLC | 2.88% | Add +32.2% | 242,015 | $39.4M |
| Private Portfolio Partners LLC | 8.21% | Add +2.4% | 241,905 | $39.4M |
| Gleason Group, Inc. | 8.16% | Add +0.7% | 239,613 | $39.0M |
| Apella Capital, LLC | 1.95% | Reduce -2.5% | 240,264 | $38.6M |
| Cresset Asset Management, LLC | 0.19% | Reduce -2.8% | 236,677 | $38.5M |
| Cassady Schiller Wealth Management, LLC | 17.08% | Add +6.2% | 234,787 | $38.2M |
| Alliancebernstein L.P. | 0.01% | Reduce -2.4% | 232,134 | $37.8M |
| Townsquare Capital LLC | 0.55% | Add +101.4% | 232,036 | $37.8M |
| Baltimore-Washington Financial Advisors, Inc. | 2.34% | Add +5.8% | 226,705 | $36.9M |
| Crane Advisory, LLC | 7.43% | Add +6.7% | 230,938 | $36.8M |
| Grey Fox Wealth Advisors, LLC | 13.84% | Add +10.1% | 225,932 | $36.8M |
| Forte Capital LLC | 4.54% | Add +14.8% | 225,147 | $36.7M |
| Glenmede Trust Co. NA | 0.18% | Reduce -9.2% | 221,579 | $36.1M |
| Truefg, LLC | 13.20% | Add +1.2% | 221,116 | $36.0M |
| TL Private Wealth | 17.79% | Add +0.7% | 223,940 | $36.0M |
| Lebenthal Global Advisors, LLC | 7.96% | Reduce -1.2% | 219,638 | $35.8M |
| Strategic Investment Advisors / MI | 4.59% | Add +8.1% | 219,617 | $35.8M |
| Vanguard Group Inc. | 0.00% | Add +36.2% | 218,963 | $35.7M |
| Financial Planning & Information Services, Inc. | 5.35% | Reduce -1.2% | 218,581 | $35.6M |
| Arax Advisory Partners | 3.75% | Reduce -4.1% | 218,432 | $35.6M |
| Advisors Capital Management, LLC | 0.65% | Add +1.3% | 216,537 | $35.3M |
| Old Mission Investment Co LLC | 11.72% | Reduce -3.7% | 215,412 | $35.1M |
| Sageworth Trust Co | 2.23% | Reduce -13.1% | 212,372 | $34.6M |
| Cary Street Partners Asset Management LLC | 5.31% | Reduce -14.6% | 210,293 | $34.2M |
| Schechter Investment Advisors, LLC | 2.53% | Reduce -0.7% | 207,479 | $33.8M |
| Clark Asset Management, LLC | 10.26% | Add +18.7% | 205,092 | $33.4M |
| Chaney Capital Management, Inc. | 26.21% | Add +0.3% | 200,292 | $32.6M |
| M&T Bank Corp | 0.11% | Add +3.7% | 199,241 | $32.4M |
| DAVENPORT & Co LLC | 0.20% | Add +4.7% | 196,894 | $32.1M |
| Mesirow Financial Investment Management, Inc. | 0.73% | Add +19.4% | 196,337 | $32.0M |
| Affinity Capital Advisors, LLC | 7.10% | Reduce -3.4% | 195,619 | $31.9M |
| Noble Family Wealth, LLC | 9.01% | Add +3.0% | 194,385 | $31.7M |
| Regatta Capital Group, LLC | 7.07% | Reduce -3.6% | 193,033 | $31.4M |
| Freedom Investment Management, Inc. | 2.49% | Reduce -5.9% | 190,727 | $31.1M |
| Stephens Consulting, LLC | 9.37% | Reduce -2.4% | 187,436 | $30.5M |
| 49 Wealth Management, LLC | 6.53% | Add +13.3% | 187,702 | $30.4M |
| Golden Road Advisors LLC | 25.24% | Add +10.3% | 186,533 | $30.4M |
| Prospera Financial Services Inc | 0.90% | Reduce -7.1% | 185,891 | $30.3M |
| Angeles Wealth Management, LLC | 3.01% | Reduce -7.6% | 184,718 | $30.1M |
| Fee-Only Financial Planning, L.C. | 19.94% | Reduce -1.4% | 181,440 | $29.5M |
| Lake Street Private Wealth, LLC | 4.10% | Reduce -1.1% | 181,272 | $29.5M |
| Platte River Wealth Advisors, LLC | 8.39% | Reduce -1.6% | 180,818 | $29.4M |
| Buckingham Strategic Wealth, LLC | 0.31% | Reduce -7.1% | 180,778 | $29.4M |
| Jacobsen Capital Management | 13.49% | Reduce -2.3% | 178,553 | $29.1M |
| Mainsail Asset Management, LLC | 23.61% | Add +2.6% | 178,024 | $29.0M |
| MTC Wealth Management LLC | 13.25% | Reduce -3.4% | 177,066 | $28.8M |
| Cornerstone Wealth Advisors, Inc. | 8.85% | Add +0.3% | 176,521 | $28.7M |
| Nwam LLC | 2.31% | Reduce -2.7% | 177,276 | $28.6M |
| TD Private Client Wealth LLC | 0.94% | Add +5.4% | 175,882 | $28.6M |
| Creative Financial Designs Inc. | 2.62% | Reduce -0.2% | 169,930 | $27.7M |
| Merit Financial Group, LLC | 0.65% | Reduce -33.2% | 173,722 | $27.4M |
| Legacies Wealth LLC | 24.22% | Add +0.5% | 168,041 | $27.4M |
| Kaydan Wealth Management, Inc. | 9.22% | Reduce -0.4% | 166,134 | $27.1M |
| FLC Capital Advisors | 6.82% | Add +2.6% | 165,814 | $27.0M |
| Kaye Capital Management | 11.74% | Reduce -2.2% | 165,261 | $26.9M |
| Studio Investment Management LLC | 6.38% | Reduce -6.2% | 165,193 | $26.9M |
| Hiley Hunt Wealth Management | 17.58% | Add +3.0% | 164,779 | $26.8M |
| Warwick Investment Management, Inc. | 6.38% | Add +87.0% | 163,537 | $26.6M |
| Brown Advisory Inc. | 0.04% | Reduce -9.4% | 161,699 | $26.3M |
| OLIO Financial Planning | 11.07% | Reduce -0.8% | 175,566 | $26.3M |
| Mosaic Family Wealth Partners, LLC | 4.31% | Add +4.8% | 160,833 | $26.2M |
| Performance Wealth Partners, LLC | 1.10% | Reduce -6.8% | 160,788 | $26.2M |
| MAI Capital Management | 0.27% | Add +40.8% | 160,129 | $26.1M |
| Lincoln National Corp. | 0.40% | Add +8.1% | 159,332 | $25.9M |
| Wealth Alliance Advisory Group, LLC | 6.00% | Add +3.7% | 158,626 | $25.8M |
| Concurrent Investment Advisors, LLC | 1.05% | Add +10.4% | 158,617 | $25.8M |
| Private Capital Management LLC | 5.68% | Reduce -0.3% | 158,391 | $25.8M |
| Sigma Investment Counselors Inc. | 1.66% | Add +3.9% | 158,106 | $25.7M |
| Arbor Wealth Advisors LLC | 24.18% | Add +0.4% | 157,283 | $25.6M |
| Wealth Architects, LLC | 3.35% | Reduce -2.6% | 155,877 | $25.4M |
| Warner Financial, Inc. | 12.47% | Add +1.7% | 152,776 | $24.9M |
| Symmetry Partners, LLC | 1.94% | Reduce -57.2% | 152,482 | $24.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2.90% | Reduce -39.1% | 150,559 | $24.5M |
| Marino, Stram & Associates LLC | 5.76% | Add +1.8% | 149,398 | $24.3M |
| Lanham O'Dell & Company, Inc. | 12.18% | Add +191.8% | 147,747 | $24.1M |
| Towerpoint Wealth, LLC | 11.94% | Add +4.0% | 146,005 | $23.8M |
| Advisory Services Network, LLC | 0.52% | Add +5.6% | 145,073 | $23.6M |
| TD Capital Management LLC | 2.52% | Reduce -0.2% | 144,902 | $23.6M |
| Parker Financial LLC | 13.43% | Add +0.1% | 144,771 | $23.6M |
| Courier Capital LLC | 1.69% | Reduce -3.1% | 143,632 | $23.4M |
| Mgo One Seven LLC | 1.21% | Add +6.3% | 142,972 | $23.3M |
| Rise Advisors, LLC | 12.41% | Add +3.3% | 142,960 | $23.3M |
| Brown Wealth Management, LLC | 9.54% | Add +169.0% | 141,599 | $23.1M |
| Valley Wealth Managers, Inc. | 1.74% | Reduce -12.3% | 141,591 | $23.1M |
| Cambridge Capital Management, LLC | 18.03% | Add +2.5% | 141,425 | $23.0M |
| Meeder Asset Management Inc. | 1.45% | Add +20.1% | 140,984 | $23.0M |
| Bragg Financial Advisors, Inc | 1.02% | Reduce -0.3% | 140,094 | $22.8M |
| Northern Trust Corp. | 0.00% | Reduce -4.3% | 139,279 | $22.7M |
| Certified Advisory Corp | 3.16% | Reduce -3.9% | 138,982 | $22.6M |
| Allen Wealth Management, LLC | 19.81% | Add +4.4% | 137,884 | $22.5M |
| Quest Investment Management LLC | 2.48% | Add +5.3% | 136,514 | $22.2M |
| Connectus Wealth, LLC | 0.60% | Reduce -5.4% | 135,113 | $22.0M |
| HUB Investment Partners, LLC | 1.22% | Add +91.1% | 134,793 | $22.0M |
| Market Street Wealth Management Advisors LLC | 3.83% | Add +4.6% | 133,954 | $21.8M |
| IFP Advisors, Inc | 0.95% | Add +183.1% | 132,973 | $21.7M |
| Ameritas Advisory Services, LLC | 0.89% | Reduce -2.9% | 135,878 | $21.6M |
| Droms Strauss Advisors Inc. /Mo/ | 7.85% | Add +0.2% | 131,604 | $21.4M |
| Falcon Wealth Planning | 3.39% | Reduce -42.9% | 131,389 | $21.4M |
| Acorn Creek Capital LLC | 13.49% | Add +4.3% | 131,333 | $21.4M |
| Fifth Third Securities, Inc. | 2.07% | Add +0.6% | 130,963 | $21.3M |
| Capital Wealth Management, LLC | 10.09% | Reduce -1.1% | 129,437 | $21.1M |
| FWG Holdings, LLC | 11.26% | Reduce -8.8% | 130,518 | $21.0M |
| Global Retirement Partners, LLC | 0.78% | Reduce -3.1% | 127,687 | $20.8M |
| Cahill Financial Advisors Inc. | 2.83% | Add +6.7% | 127,570 | $20.8M |
| Clayton Financial Group LLC | 9.33% | Add +8.1% | 125,989 | $20.5M |
| Waterford Advisors, LLC | 8.65% | Add +4.8% | 125,173 | $20.4M |
| Evolution Advisers, Inc. | 12.03% | Add +1.3% | 125,139 | $20.4M |
| Valence8 US LP | 10.56% | Add +0.5% | 124,343 | $20.3M |
| Alps Advisors Inc. | 0.14% | Reduce -1.8% | 123,065 | $20.0M |
| First PREMIER Bank | 5.29% | Add +0.1% | 122,735 | $20.0M |
| Frisch Financial Group, Inc. | 6.63% | Add +151.3% | 122,564 | $20.0M |
| Savant Capital, LLC | 0.23% | Add +1.1% | 122,097 | $19.9M |
| Great Valley Advisor Group, Inc. | 0.60% | Add +6.4% | 121,919 | $19.9M |
| Venture Visionary Partners LLC | 0.94% | Reduce -3.3% | 121,834 | $19.8M |
| Oarsman Capital, Inc. | 4.72% | Add +20.0% | 121,364 | $19.8M |
| First American Trust, FSB | 2.07% | Reduce -4.3% | 121,129 | $19.7M |
| Composition Wealth, LLC | 0.49% | Reduce -15.0% | 119,186 | $19.4M |
| AAF Wealth Management, LLC | 10.85% | Add +2.5% | 118,451 | $19.3M |
| Veery Capital, LLC | 7.89% | Add +0.7% | 118,164 | $19.2M |
| Bank of Montreal | 0.01% | Reduce -2.0% | 118,214 | $19.2M |
| 25 LLC | 9.38% | Reduce -0.9% | 117,693 | $19.2M |
| Principal Securities, Inc. | 0.60% | Add +2.6% | 117,441 | $19.1M |
| Heartwood Wealth Advisors LLC | 2.35% | Reduce -15.8% | 117,388 | $19.1M |
| Spire Wealth Management | 0.35% | Reduce -1.5% | 116,811 | $19.0M |
| Mutual Advisors, LLC | 0.61% | Add +15.3% | 116,506 | $19.0M |
| Chicago Partners Investment Group LLC | 0.80% | Add +1.7% | 119,407 | $18.9M |
| Shore Point Advisors, LLC | 10.68% | Add +2.5% | 114,854 | $18.7M |
| Wealthcare Advisory Partners LLC | 0.61% | Add +80.2% | 114,723 | $18.7M |
| Wellspring Financial Advisors, LLC | 2.95% | Reduce -2.1% | 947,953 | $18.7M |
| Stratos Wealth Partners, LTD. | 0.31% | Reduce -4.5% | 114,309 | $18.6M |
| Wealthspan Partners, LLC | 10.96% | Add +7.9% | 114,230 | $18.6M |
| M Holdings Securities, Inc. | 3.12% | Add +2.0% | 114,016 | $18.6M |
| Integrated Wealth Concepts LLC | 0.27% | Add +3.4% | 113,963 | $18.6M |
| Whitegate Investment Counselors, Inc. | 5.21% | Add +2.6% | 113,531 | $18.5M |
| TBH Global Asset Management, LLC | 3.65% | Reduce -19.1% | 112,389 | $18.3M |
| Hemington Wealth Management | 6.62% | Reduce -7.0% | 112,123 | $18.3M |
| Manchester Capital Management LLC | 2.25% | Reduce -3.7% | 111,973 | $18.2M |
| Nabity-Jensen Investment Management Inc | 14.97% | Add +0.1% | 111,676 | $18.2M |
| Bay Harbor Wealth Management, LLC | 6.48% | Reduce -6.4% | 110,725 | $18.0M |
| Gallagher Fiduciary Advisors, LLC | 0.64% | Reduce -1.6% | 110,706 | $18.0M |
| Parallel Advisors, LLC | 0.49% | Add +0.3% | 110,705 | $18.0M |
| Petix & Botte Co | 4.46% | Add +1710.3% | 110,320 | $18.0M |
| J.W. Cole Advisors, Inc. | 0.90% | Add +28.8% | 109,877 | $17.9M |
| Staley Capital Advisers Inc. | 0.82% | Reduce -0.0% | 108,113 | $17.6M |
| RFG Advisory, LLC | 0.60% | Reduce -2.4% | 107,896 | $17.6M |
| Marshall Financial Group Inc. | 5.79% | Add +1.3% | 107,760 | $17.5M |
| Topel & Distasi Wealth Management, LLC | 7.73% | Reduce -0.1% | 107,273 | $17.5M |
| Smith & Howard Wealth Management, LLC | 5.40% | Reduce -3.6% | 107,189 | $17.5M |
| Hilltop Partners LLC | 6.17% | Reduce -33.8% | 106,014 | $17.3M |
| Hoylecohen, LLC | 1.31% | Add +1.1% | 105,496 | $17.2M |
| Nomura Asset Management Co. Ltd. | 0.06% | Add +93.0% | 104,800 | $17.1M |
| Firestone Capital Management | 4.74% | Add +3.6% | 104,604 | $17.0M |
| Lokken Investment Group LLC | 8.46% | Add +5.7% | 104,239 | $17.0M |
| Annapolis Financial Services, LLC | 5.58% | Reduce -3.1% | 104,052 | $16.9M |
| VestGen Investment Management | 5.11% | Reduce -0.0% | 103,199 | $16.8M |
| Aspire Private Capital, LLC | 4.41% | Add +3.0% | 102,726 | $16.7M |
| CW Advisors, LLC | 0.29% | Reduce -0.0% | 102,241 | $16.7M |
| Beacon Financial Strategies CORP | 11.97% | Add +2.6% | 102,035 | $16.6M |
| Tenret Co LLC | 11.72% | Add +4.2% | 102,025 | $16.6M |
| Cherry Tree Wealth Management, LLC | 4.16% | Reduce -0.8% | 101,480 | $16.5M |
| Arcadia Wealth Management, LLC | 10.12% | Add +8.5% | 101,171 | $16.5M |
| Bell Investment Advisors, Inc | 3.21% | Reduce -1.3% | 100,829 | $16.4M |
| Dynamic Advisor Solutions LLC | 0.55% | Add +194.7% | 100,185 | $16.3M |
| Millennium Management | 0.01% | Add +186.6% | 99,195 | $16.2M |
| Legacy Edge Advisors, LLC | 3.28% | Reduce -12.1% | 96,711 | $15.8M |
| Copperwynd Financial, LLC | 5.66% | Add +5.1% | 96,585 | $15.7M |
| Empowered Funds, LLC | 0.28% | Add +298.5% | 96,298 | $15.7M |
| Compton Wealth Advisory Group, LLC | 4.27% | Add +0.0% | 95,869 | $15.6M |
| White Lighthouse Investment Management Inc. | 3.17% | Add +2.8% | 96,081 | $15.6M |
| Berger Financial Group, Inc | 1.28% | Add +470.4% | 95,471 | $15.5M |
| KFA Private Wealth Group, LLC | 4.82% | Add +3.7% | 95,399 | $15.5M |
| Waypoint Capital Advisors, LLC | 4.04% | Add +26.2% | 94,802 | $15.4M |
| Evergreen Capital Management LLC | 0.58% | Add +12.6% | 93,927 | $15.3M |
| Obsidian Cio, LLC | 3.76% | Add +158.5% | 93,744 | $15.3M |
| Cresta Advisors, Ltd. | 9.61% | Reduce -2.0% | 92,999 | $15.1M |
| Aspen Wealth Strategies, LLC | 10.42% | Add +8.9% | 92,655 | $15.1M |
| Associated Banc-Corp | 0.48% | Reduce -2.5% | 92,211 | $15.0M |
| Pathstone Holdings, LLC | 0.07% | Reduce -28.7% | 91,735 | $14.9M |
| Greenup Street Wealth Management LLC | 3.75% | Reduce -13.2% | 91,720 | $14.9M |
| Ratio Wealth Group | 2.74% | Add +3.6% | 90,487 | $14.7M |
| Global Strategic Investment Solutions, LLC | 1.71% | Add +0.2% | 89,986 | $14.7M |
| Towneley Capital Management, Inc / DE | 3.60% | Reduce -0.7% | 89,977 | $14.7M |
| Stone Summit Wealth LLC | 5.07% | Add +3.6% | 89,634 | $14.6M |
| Conrad Siegel Investment Advisors, Inc. | 4.25% | Reduce -26.1% | 89,149 | $14.5M |
| First National Bank of Omaha | 0.99% | Add +0.9% | 83,610 | $14.4M |
| R. W. Roge & Company, Inc. | 8.69% | Add +16.3% | 88,614 | $14.4M |
| CJM Wealth Advisers, Ltd. | 5.46% | Reduce -0.9% | 88,436 | $14.4M |
| Trinity Financial Advisors LLC | 6.39% | Reduce -13.2% | 87,196 | $14.2M |
| McIlrath & Eck, LLC | 2.25% | Add +20.7% | 87,066 | $14.2M |
| Matrix Private Capital Group LLC | 9.60% | Add +1.8% | 87,006 | $14.2M |
| Pure Financial Advisors, LLC | 0.44% | Reduce -1.4% | 86,617 | $14.1M |
| Aspiriant, LLC | 0.58% | Reduce -5.0% | 85,974 | $14.0M |
| Elm Partners Management LLC | 1.11% | Add +7.0% | 85,772 | $14.0M |
| CENTRAL TRUST Co | 0.35% | Reduce -3.7% | 85,343 | $13.9M |
| Prairieview Wealth Partners, LLC | 12.61% | Add +3.0% | 85,342 | $13.9M |
| UMB Bank, n.a. | 0.22% | Reduce -2.8% | 84,137 | $13.7M |
| SOL Capital Management CO | 1.71% | Reduce -4.4% | 83,620 | $13.6M |
| Goldstone Financial Group, LLC | 3.12% | Add +5.8% | 83,483 | $13.6M |
| AJ Advisors, LLC | 7.49% | Add +4.4% | 83,415 | $13.6M |
| Valley National Advisers Inc. | 2.05% | Add +11.0% | 83,395 | $13.6M |
| Sovereign Financial Group, Inc. | 3.59% | Add +6.3% | 82,935 | $13.5M |
| Quotient Wealth Partners, LLC | 0.48% | Reduce -48.3% | 82,684 | $13.5M |
| Gemmer Asset Management LLC | 1.55% | Add +1.6% | 82,018 | $13.4M |
| Park Avenue Securities LLC | 0.17% | Reduce -7.8% | 81,889 | $13.3M |
| Robinswood Financial LLC | 5.69% | Reduce -4.8% | 82,094 | $13.3M |
| Financial Engines Advisors L.L.C. | 0.03% | Reduce -3.4% | 81,729 | $13.3M |
| Plum Street Advisors, LLC | 6.71% | Add +3.8% | 75,953 | $13.3M |
| First United Bank & Trust | 4.83% | Add +0.3% | 80,022 | $13.0M |
| Northeast Financial Consultants Inc | 0.64% | Reduce -19.9% | 79,832 | $13.0M |
| Sowell Financial Services LLC | 0.61% | Reduce -9.8% | 79,687 | $13.0M |
| Greenhouse Wealth Management, LLC | 9.68% | Reduce -2.6% | 79,314 | $12.9M |
| Mitchell McLeod Pugh & Williams Inc. | 3.09% | Add +6.5% | 78,863 | $12.8M |
| Obsidian Personal Planning Solutions LLC | 8.41% | Add +3.6% | 81,867 | $12.8M |
| Leeward Financial Partners, LLC | 5.39% | Add +5.9% | 78,209 | $12.7M |
| SlateStone Wealth, LLC | 1.27% | Reduce -1.6% | 77,716 | $12.7M |
| Breakwater Capital Group | 3.17% | Add +1.9% | 77,465 | $12.6M |
| BLB&B Advisors, LLC | 0.70% | Add +2.8% | 76,148 | $12.4M |
| E&G Advisors, LLC | 3.89% | Reduce -1.9% | 76,098 | $12.4M |
| Wealthspire Retirement, LLC | 1.06% | Add +0.0% | 75,807 | $12.3M |
| Ascent Group, LLC | 1.08% | Add +0.7% | 74,940 | $12.2M |
| Latigo Investments, LLC | 6.25% | No change | 74,918 | $12.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Reduce -3.3% | 74,500 | $12.1M |
| Schwallier Wealth Management LLC | 9.73% | Add +33.0% | 74,160 | $12.1M |
| Capricorn Fund Managers Ltd | 7.22% | New | 73,605 | $12.0M |
| Visionary Wealth Advisors | 0.80% | Reduce -5.1% | 72,342 | $11.8M |
| QRG Capital Management, Inc. | 0.15% | Add +4.1% | 72,163 | $11.8M |
| Sightline Wealth Advisors, LLC | 7.70% | Add +30.4% | 71,787 | $11.7M |
| Nations Financial Group Inc, /Ia/ | 0.98% | Add +0.8% | 71,431 | $11.6M |
| IFG Advisory, LLC | 0.87% | Reduce -1.6% | 71,422 | $11.6M |
| Advantage Trust Co | 8.53% | Add +20.4% | 71,052 | $11.6M |
| Madden Advisory Services, Inc. | 6.08% | Reduce -1.3% | 70,788 | $11.5M |
| Oak Root LLC | 1.54% | Add +25.4% | 70,720 | $11.5M |
| Weaver Capital Management LLC | 3.25% | Add +0.0% | 70,191 | $11.4M |
| Archford Capital Strategies, LLC | 1.90% | Reduce -26.2% | 69,630 | $11.3M |
| Dynamic Wealth Strategies, LLC | 9.66% | Reduce -2.2% | 69,427 | $11.3M |
| Boyd Wealth Management, LLC | 6.45% | Reduce -31.1% | 69,310 | $11.3M |
| Arkadios Wealth Advisors | 0.87% | Add +36.2% | 69,127 | $11.3M |
| Bokf, NA | 0.20% | Add +29.1% | 68,923 | $11.2M |
| SWP Financial LLC | 7.81% | Add +5.3% | 68,710 | $11.2M |
| Bruce G. Allen Investments, LLC | 9.16% | Reduce -2.7% | 68,365 | $11.1M |
| Sigma Planning Corp | 0.35% | Add +98.5% | 67,658 | $11.0M |
| Farther Finance Advisors, LLC | 0.67% | Add +1.2% | 67,883 | $11.0M |
| Essex Financial Services, Inc. | 1.02% | Add +6.3% | 67,573 | $11.0M |
| Ellis Investment Partners, LLC | 2.39% | Add +3.0% | 67,546 | $11.0M |
| Diversified Portfolios, Inc. | 1.54% | Add +0.8% | 67,150 | $10.9M |
| Windham Capital Management, LLC | 8.60% | Reduce -9.3% | 67,096 | $10.9M |
| NBT Bank, N.A. | 0.80% | Add +20.4% | 66,950 | $10.9M |
| First Horizon Advisors, Inc. | 0.34% | Add +22.2% | 66,843 | $10.9M |
| Americana Partners, LLC | 0.91% | Reduce -3.8% | 66,760 | $10.9M |
| Clark Financial Services Group Inc. | 13.06% | Add +0.6% | 66,599 | $10.8M |
| Aire Advisors, LLC | 2.44% | Reduce -2.3% | 66,464 | $10.8M |
| American Investment Services, Inc. | 1.92% | Reduce -1.4% | 66,397 | $10.8M |
| Red Wave Investments LLC | 4.05% | Reduce -0.1% | 66,286 | $10.8M |
| CGN Advisors LLC | 1.37% | Add +7.4% | 66,229 | $10.8M |
| Beacon Bridge Wealth Partners, LLC | 5.08% | Add +36.5% | 66,045 | $10.8M |
| Financial Advisory Partners, LLC | 4.14% | Reduce -11.8% | 65,842 | $10.7M |
| Focus Partners Advisor Solutions, LLC | 0.31% | Add +41.8% | 65,804 | $10.7M |
| Everhart Financial Group, Inc. | 3.11% | Add +10.1% | 65,691 | $10.7M |
| Outlook Wealth Advisors, LLC | 3.30% | Add +2.8% | 65,593 | $10.7M |
| Soundmark Wealth Management, LLC | 4.74% | Add +9.9% | 65,537 | $10.7M |
| AE Wealth Management LLC | 0.12% | Reduce -85.1% | 64,589 | $10.5M |
| REAP Financial Group, LLC | 2.88% | Reduce -2.5% | 64,557 | $10.5M |
| Mokosak Advisory Group, LLC | 3.45% | Add +4.5% | 64,109 | $10.4M |
| CX Institutional | 0.50% | Add +9.0% | 64,021 | $10.4M |
| Keystone Financial Group | 1.52% | Reduce -2.6% | 63,929 | $10.4M |
| Snowden Capital Advisors LLC | 0.33% | Add +5.0% | 63,928 | $10.4M |
| Arden Trust Co | 1.45% | Add +1.9% | 63,628 | $10.4M |
| Retirement Planning Group, LLC | 0.79% | Add +443.1% | 63,008 | $10.3M |
| Regent Peak Wealth Advisors LLC | 2.58% | Add +0.8% | 62,416 | $10.2M |
| Transcend Capital Advisors, LLC | 0.81% | Reduce -13.3% | 61,923 | $10.1M |
| Cedar Brook Financial Partners, LLC | 1.99% | Reduce -1.9% | 61,675 | $10.0M |
| Maryland Capital Advisors Inc. | 6.23% | Reduce -1.6% | 61,611 | $10.0M |
| Tortoise Investment Management, LLC | 1.21% | Add +6.8% | 61,164 | $10.0M |
| Emerald Advisors, LLC | 1.77% | Add +2.9% | 61,010 | $9.9M |
| PFG Investments, LLC | 0.60% | Add +532.0% | 60,538 | $9.9M |
| Lodestar Private Asset Management LLC | 1.41% | Reduce -0.2% | 60,502 | $9.9M |
| 5th Street Advisors, LLC | 5.54% | Add +10.0% | 60,059 | $9.8M |
| Avior Wealth Management, LLC | 0.45% | Reduce -5.3% | 59,628 | $9.7M |
| ICA Group Wealth Management, LLC | 1.93% | Reduce -3.6% | 59,139 | $9.6M |
| BTC Capital Management, Inc. | 0.88% | — | 59,125 | $9.6M |
| Cutler Investment Counsel LLC | 1.28% | Reduce -5.0% | 58,661 | $9.6M |
| Von Berge Wealth Management Group, LLC | 6.08% | Add +8.1% | 58,043 | $9.5M |
| Kathmere Capital Management, LLC | 1.08% | Add +15.3% | 57,958 | $9.4M |
| Collective Family Office LLC | 3.05% | Reduce -3.1% | 57,778 | $9.4M |
| LaSalle St. Investment Advisors, LLC | 5.24% | Add +5.1% | 57,326 | $9.3M |
| Zhang Financial LLC | 0.69% | Reduce -3.4% | 57,155 | $9.3M |
| One Charles Private Wealth Services, LLC | 4.05% | Add +1.4% | 57,095 | $9.3M |
| Commerce Bank | 0.06% | Add +5.7% | 56,698 | $9.2M |
| Heritage Wealth Advisors | 0.42% | Reduce -0.4% | 56,561 | $9.2M |
| Sterling Investment Advisors LLC | 5.40% | Add +8.5% | 56,553 | $9.2M |
| Sandbox Financial Partners, LLC | 3.86% | Add +0.6% | 56,400 | $9.2M |
| WealthShield Partners, LLC | 1.48% | Reduce -5.7% | 56,346 | $9.2M |
| HB Wealth Management, LLC | 0.12% | Add +1.8% | 56,289 | $9.2M |
| Valmark Advisers, Inc. | 0.16% | Add +8.6% | 55,849 | $9.1M |
| Keeler & Nadler Financial Planning & Wealth Management | 5.42% | Add +0.6% | 55,457 | $9.0M |
| First Heartland Consultants, Inc. | 0.94% | Reduce -1.0% | 55,432 | $9.0M |
| Grove Bank & Trust | 1.52% | Add +4.4% | 55,393 | $9.0M |
| Cooksen Wealth, LLC | 9.35% | Add +5.6% | 55,177 | $9.0M |
| Safir Wealth Advisors, LLC | 7.37% | Add +4.9% | 55,168 | $9.0M |
| Cranbrook Wealth Management, LLC | 2.26% | Add +0.4% | 54,762 | $8.9M |
| Avestar Capital, LLC | 1.02% | Reduce -16.0% | 54,623 | $8.9M |
| Jane Street Group, LLC | 0.01% | Add +363.6% | 54,473 | $8.9M |
| Apollon Wealth Management, LLC | 0.28% | Reduce -12.8% | 54,001 | $8.8M |
| PCA Investment Advisory Services Inc. | 4.92% | Add +3.7% | 53,771 | $8.8M |
| Wealthfront Advisers LLC | 0.03% | Add +13.0% | 53,761 | $8.8M |
| Breed's Hill Capital LLC | 8.04% | Reduce -6.2% | 53,659 | $8.7M |
| WBH Advisory Inc. | 0.90% | Add +13.5% | 53,583 | $8.7M |
| Vicus Capital | 0.79% | Add +66.2% | 53,474 | $8.7M |
| Lutz Financial Services LLC | 0.76% | Reduce -0.5% | 53,445 | $8.7M |
| Capital Analysts, LLC | 0.40% | Add +10.0% | 53,048 | $8.6M |
| Capitolis Liquid Global Markets LLC | 0.14% | Reduce -41.1% | 53,000 | $8.6M |
| Harbour Investments, Inc. | 0.31% | Reduce -2.6% | 52,883 | $8.6M |
| Axiom Advisory, LLC | 6.32% | Add +5.9% | 52,743 | $8.6M |
| Affiance Financial, LLC | 2.32% | Add +5.9% | 52,628 | $8.6M |
| Asset Planning Corporation | 6.19% | Reduce -6.2% | 52,067 | $8.5M |
| JMG Financial Group, Ltd. | 0.32% | Add +2.7% | 52,028 | $8.5M |
| Impact Partnership Wealth, LLC | 3.35% | Reduce -4.0% | 51,855 | $8.4M |
| Willis Johnson & Associates, Inc. | 0.73% | Reduce -8.0% | 51,782 | $8.4M |
| Planning Alternatives Ltd. | 1.38% | Reduce -0.4% | 51,643 | $8.4M |
| Main Line Retirement Advisors, LLC | 6.58% | Add +6.4% | 51,434 | $8.4M |
| Financial Advocates Investment Management | 0.48% | Add +0.6% | 51,028 | $8.3M |
| Concourse Financial Group Securities, Inc. | 0.54% | Reduce -4.6% | 51,157 | $8.3M |
| Perigon Wealth Management, LLC | 0.25% | Add +9.7% | 51,027 | $8.3M |
| NorthLanding Financial Partners, LLC | 9.03% | Reduce -61.3% | 50,977 | $8.3M |
| Raab & Moskowitz Asset Management LLC | 2.32% | Add +16.1% | 50,828 | $8.3M |
| Gill Capital Partners, LLC | 3.33% | Add +19.4% | 52,751 | $8.3M |
| Integrity Wealth Solutions LLC | 5.31% | Add +2.9% | 49,909 | $8.1M |
| Gray Wealth Management Inc. | 3.62% | Reduce -1.4% | 49,841 | $8.1M |
| Pinnacle Associates Ltd. | 0.13% | Reduce -0.5% | 49,786 | $8.1M |
| HRT Financial LP | 0.05% | New | 49,754 | $8.1M |
| Agf Management Ltd. | 0.04% | Reduce -1.5% | 49,580 | $8.1M |
| Richard P Slaughter Associates Inc | 1.95% | New | 49,364 | $8.0M |
| Northstar Group, Inc. | 1.64% | Add +3.5% | 49,321 | $8.0M |
| Abich Financial Wealth Management LLC | 6.15% | Add +47.6% | 48,854 | $8.0M |
| Hoge Financial Services, LLC | 6.49% | Add +56.4% | 48,838 | $8.0M |
| Consolidated Portfolio Review Corp | 2.08% | Reduce -19.3% | 48,706 | $7.9M |
| Nicolet Advisory Services, LLC | 0.80% | Reduce -6.0% | 49,109 | $7.9M |
| Founders Financial Securities LLC | 0.82% | Add +46.2% | 48,120 | $7.8M |
| Frontier Asset Management, LLC | 2.88% | Reduce -28.7% | 48,083 | $7.8M |
| Interchange Capital Partners, LLC | 5.28% | Add +4.4% | 47,338 | $7.8M |
| Olistico Wealth, LLC | 5.64% | Reduce -0.3% | 47,990 | $7.8M |
| Cornerstone Wealth Management, LLC | 0.63% | Reduce -5.4% | 47,734 | $7.8M |
| Steele Capital Management, Inc. | 0.45% | Add +3153.7% | 47,667 | $7.8M |
| Edmonds Duncan Registered Investment Advisors, LLC | 1.95% | Add +0.1% | 47,617 | $7.8M |
| Elevated Capital Advisors, LLC | 2.22% | Add +4.6% | 47,557 | $7.7M |
| Cyndeo Wealth Partners, LLC | 0.64% | Reduce -10.4% | 47,326 | $7.7M |
| Weinberger Asset Management, Inc | 3.71% | Add +2.8% | 47,115 | $7.7M |
| PFG Advisors | 0.56% | Add +8.6% | 47,038 | $7.7M |
| Mayfair Advisory Group, LLC | 5.53% | Add +21.9% | 46,743 | $7.6M |
| Avantax Planning Partners, Inc. | 0.25% | Add +5.9% | 46,719 | $7.6M |
| Private Wealth Advisors, LLC | 3.18% | Reduce -9.3% | 46,635 | $7.6M |
| Black Diamond Financial, LLC | 2.05% | No change | 50,695 | $7.6M |
| Horizon Bancorp Inc. | 3.59% | Add +1.1% | 46,317 | $7.5M |
| Oppenheimer & Co. Inc. | 0.12% | Add +20.9% | 46,111 | $7.5M |
| CoreCap Advisors, LLC | 0.40% | Add +642.3% | 45,896 | $7.5M |
| Stevens Capital Partners | 4.41% | Reduce -47.5% | 45,443 | $7.4M |
| Lido Advisors, LLC | 0.07% | Reduce -21.4% | 45,078 | $7.3M |
| Cora Capital Advisors LLC | 3.90% | Add +2.2% | 44,914 | $7.3M |
| Signet Financial Management, LLC | 0.99% | Add +2.3% | 44,141 | $7.2M |
| Uptick Partners, LLC | 5.43% | Reduce -9.0% | 43,694 | $7.1M |
| Gotham Asset Management | 0.11% | Add +4.5% | 43,649 | $7.1M |
| Paragon Capital Management Ltd | 1.27% | Add +0.7% | 43,640 | $7.1M |
| Corrigan Financial, Inc. | 1.81% | Add +0.2% | 43,611 | $7.1M |
| FF Advisors,LLC | 4.89% | Add +80.1% | 43,462 | $7.1M |
| Eclectic Associates Inc. | 3.21% | Add +6.3% | 43,201 | $7.0M |
| Etfidea, LLC | 2.40% | Reduce -9.7% | 43,175 | $7.0M |
| Ackerman Capital Advisors, LLC | 1.94% | Reduce -3.0% | 43,050 | $7.0M |
| Wedbush Securities Inc. | 0.26% | Add +8.0% | 42,965 | $7.0M |
| RCS Financial Planning, LLC | 4.25% | Add +406.0% | 42,423 | $6.9M |
| Harbor Investment Advisory, LLC | 0.72% | Add +1.2% | 42,247 | $6.9M |
| Neuberger Berman Group LLC | 0.01% | Reduce -2.6% | 42,222 | $6.9M |
| Halpern Financial, Inc. | 1.99% | Add +10.9% | 42,490 | $6.8M |
| Atmos Advisory, LLC | 5.47% | Reduce -6.5% | 41,931 | $6.8M |
| CWS Financial Advisors, LLC | 2.79% | Add +2.5% | 41,848 | $6.8M |
| Kovack Advisors, Inc. | 0.82% | Reduce -3.0% | 41,608 | $6.8M |
| Mayport, LLC | 2.59% | Add +17.4% | 41,594 | $6.8M |
| Hohimer Wealth Management, LLC | 1.58% | Add +1.0% | 41,489 | $6.8M |
| Prestige Wealth Management Group LLC | 1.44% | Add +136993.3% | 41,128 | $6.7M |
| Family Manage LLC | 1.24% | Add +11.0% | 41,058 | $6.7M |
| Hardy Reed LLC | 0.83% | Add +48.2% | 41,051 | $6.7M |
| Portfolio Strategies, Inc. | 0.45% | New | 41,051 | $6.7M |
| Delta Financial Group, Inc. | 1.95% | Add +12.4% | 40,747 | $6.6M |
| Flagstar Securities, Inc. | 1.84% | Reduce -4.4% | 40,625 | $6.6M |
| Financial Life Advisors | 2.77% | Reduce -2.7% | 40,620 | $6.6M |
| Benjamin F. Edwards & Company, Inc. | 0.12% | Add +0.6% | 40,309 | $6.6M |
| Investment Advisory Group, LLC | 2.71% | Add +0.5% | 40,286 | $6.6M |
| Beaumont Asset Management, L.L.C. | 4.36% | Reduce -16.9% | 40,261 | $6.6M |
| Brighton Jones LLC | 0.24% | Reduce -1.9% | 40,220 | $6.6M |
| Cambridge Associates LLC /Ma/ | 0.35% | Reduce -61.0% | 40,151 | $6.5M |
| Simmons Bank | 0.49% | Add +0.8% | 40,085 | $6.5M |
| Cardiff Park Advisors, LLC | 0.62% | Add +2.4% | 39,840 | $6.5M |
| Forbes Financial Planning, Inc. | 5.56% | Add +0.9% | 39,679 | $6.5M |
| Pine Valley Investments Ltd Liability Co | 0.50% | Reduce -1.1% | 39,646 | $6.5M |
| Ancora Advisors LLC | 0.15% | Reduce -32.4% | 39,551 | $6.4M |
| TKG Advisors, LLC | 3.52% | Add +5.0% | 38,716 | $6.3M |
| Beaumont Financial Advisors, LLC | 0.52% | Reduce -0.8% | 38,504 | $6.3M |
| Gladstone Institutional Advisory LLC | 0.34% | Reduce -12.4% | 38,498 | $6.3M |
| Mustard Seed Financial, LLC | 6.24% | Reduce -2.6% | 38,380 | $6.3M |
| Valeo Financial Advisors, LLC | 0.22% | Reduce -3.4% | 39,300 | $6.2M |
| Prism Advisors, Inc. | 1.87% | Reduce -2.6% | 38,149 | $6.2M |
| Sax Wealth Advisors, LLC | 0.72% | Reduce -1.4% | 37,902 | $6.2M |
| Csenge Advisory Group | 0.35% | Add +7.2% | 37,853 | $6.2M |
| GoalFusion Wealth Management, LLC | 3.92% | Add +1.1% | 37,820 | $6.2M |
| Martel Wealth Advisors LLC | 1.34% | Reduce -1.8% | 37,813 | $6.2M |
| Atlas Capital Advisors Inc. | 0.96% | Add +6.6% | 37,712 | $6.1M |
| Richardson Financial Services Inc. | 4.30% | Add +28.7% | 37,433 | $6.1M |
| Sheets Smith Wealth Management | 0.68% | Add +100.7% | 37,398 | $6.1M |
| Sharper & Granite LLC | 2.94% | Reduce -2.9% | 37,827 | $6.1M |
| Retirement Group, LLC | 2.18% | Add +1.0% | 37,302 | $6.1M |
| Phillips Financial Management, LLC | 0.50% | Reduce -0.5% | 37,295 | $6.1M |
| Watts Gwilliam & Co., LLC | 1.88% | — | 37,497 | $6.1M |
| AlphaStar Capital Management, LLC | 0.62% | Reduce -25.4% | 37,275 | $6.1M |
| Family CFO Inc | 3.76% | Reduce -2.8% | 37,268 | $6.1M |
| Traveka Wealth, LLC | 2.80% | Add +10.2% | 37,133 | $6.0M |
| Connecticut Wealth Management, LLC | 0.32% | Reduce -1.7% | 36,981 | $6.0M |
| HTG Investment Advisors, Inc. | 3.49% | Add +26.0% | 36,955 | $6.0M |
| Washington Trust Advisors, Inc. | 0.55% | Reduce -10.8% | 36,612 | $6.0M |
| Grey Ledge Advisors, LLC | 1.66% | Reduce -6.0% | 36,316 | $5.9M |
| Vantagepoint Investment Advisers LLC | 0.98% | No change | 36,300 | $5.9M |
| Prostatis Group LLC | 2.24% | Add +168.6% | 36,224 | $5.9M |
| OneDigital Investment Advisors LLC | 0.09% | Reduce -1.5% | 36,077 | $5.9M |
| First County Bank | 2.85% | Add +82.5% | 35,864 | $5.8M |
| Centaurus Financial, Inc. | 0.41% | Reduce -10.5% | 35,796 | $5.8M |
| Ascent Wealth Partners, LLC | 0.86% | Reduce -4.3% | 35,543 | $5.8M |
| McLean Asset Management Corp | 1.98% | Reduce -7.3% | 35,871 | $5.8M |
| Watershed Private Wealth LLC | 2.55% | Add +525.2% | 35,391 | $5.8M |
| Windward Private Wealth Management Inc. | 2.35% | Reduce -2.7% | 35,324 | $5.8M |
| Legacy PCG, LLC | 3.60% | Add +2.9% | 35,244 | $5.7M |
| Nikulski Financial, Inc. | 1.89% | Reduce -7.9% | 35,051 | $5.7M |
| Abacus Planning Group, Inc. | 1.10% | Reduce -14.9% | 34,670 | $5.6M |
| Benchmark Wealth Management, LLC | 3.07% | Add +9.1% | 34,636 | $5.6M |
| Register Financial Advisors LLC | 2.92% | Add +3.9% | 34,540 | $5.6M |
| Flagship Harbor Advisors, LLC | 0.36% | Add +2.2% | 34,312 | $5.6M |
| U.S. Capital Wealth Advisors, LLC | 0.22% | Reduce -22.7% | 34,242 | $5.6M |
| Integrated Investment Consultants, LLC | 1.53% | Reduce -1.0% | 34,172 | $5.6M |
| G&S Capital LLC | 2.48% | Add +3.3% | 34,124 | $5.6M |
| Red Tortoise LLC | 3.09% | Reduce -0.8% | 33,959 | $5.5M |
| Osborne Partners Capital Management, LLC | 0.34% | Reduce -2.2% | 33,925 | $5.5M |
| Verdence Capital Advisors LLC | 0.50% | Add +2.3% | 33,686 | $5.5M |
| Stephen J. Garry & Associates, LLC | 5.67% | Reduce -17.1% | 33,667 | $5.5M |
| Yarger Wealth Strategies, LLC | 3.72% | Reduce -36.3% | 33,557 | $5.5M |
| Dravo Bay LLC | 3.23% | Add +13.7% | 33,370 | $5.4M |
| Riversedge Advisors, LLC | 1.33% | Add +0.5% | 33,012 | $5.4M |
| MBB Public Markets I LLC | 0.34% | Reduce -93.5% | 33,000 | $5.4M |
| STAR Financial Bank | 4.58% | Add +1.8% | 32,878 | $5.4M |
| Eudaimonia Partners, LLC | 1.27% | Add +6.3% | 32,869 | $5.4M |
| Tsfg, LLC | 1.34% | Reduce -9.4% | 32,677 | $5.3M |
| Aveo Capital Partners, LLC | 0.58% | Add +11.9% | 33,497 | $5.3M |
| Marietta Wealth Management, LLC | 0.87% | Add +4.9% | 32,397 | $5.3M |
| Texas Yale Capital Corp. | 0.23% | Add +0.0% | 32,382 | $5.3M |
| AlTi Global, Inc. | 0.15% | Add +0.1% | 32,193 | $5.2M |
| Kingsview Wealth Management, LLC | 0.13% | Add +3.1% | 32,145 | $5.2M |
| Perennial Investment Advisors, LLC | 0.79% | Add +4.2% | 32,054 | $5.2M |
| IHT Wealth Management, LLC | 0.21% | Add +32.3% | 31,905 | $5.2M |
| Baker Boyer National Bank | 1.79% | Add +24.5% | 31,875 | $5.2M |
| Semmax Financial Advisors Inc. | 1.70% | Add +11.4% | 32,089 | $5.2M |
| Wescott Financial Advisory Group, LLC | 0.64% | Reduce -2.3% | 31,766 | $5.2M |
| Girard Partners LTD. | 0.48% | Add +6.5% | 31,575 | $5.1M |
| Edge Capital Group, LLC | 0.26% | Add +2.9% | 31,490 | $5.1M |
| Argent Trust Co | 0.23% | Reduce -0.1% | 31,482 | $5.1M |
| Salomon & Ludwin, LLC | 0.44% | Reduce -5.7% | 31,294 | $5.1M |
| Kelleher Financial Advisors | 2.10% | Add +0.6% | 31,125 | $5.1M |
| Insigneo Advisory Services, LLC | 0.60% | Add +8.2% | 31,117 | $5.1M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -19.6% | 31,064 | $5.1M |
| Clearstead Advisors, LLC | 0.25% | Add +15.2% | 31,362 | $5.1M |
| Bath Savings Trust Co | 0.54% | Add +3.3% | 31,004 | $5.0M |
| Capital Advisors, Ltd. LLC | 0.66% | Add +0.3% | 30,971 | $5.0M |
| Johnson Investment Counsel Inc. | 0.05% | Reduce -7.1% | 30,771 | $5.0M |
| Caprock Group, LLC | 0.29% | Reduce -1.4% | 30,726 | $5.0M |
| Strategic Family Wealth Counselors, L.L.C. | 1.98% | Add +2.2% | 30,724 | $5.0M |
| LongView Wealth Management | 1.98% | Add +4.4% | 30,713 | $5.0M |
| Accel Wealth Management | 2.12% | Reduce -0.3% | 30,697 | $5.0M |
| Foundations Investment Advisors, LLC | 0.13% | Add +28.1% | 30,620 | $5.0M |
| Birchcreek Wealth Management, LLC | 2.60% | Add +2.7% | 30,362 | $4.9M |
| Dentgroup LLC | 4.09% | Reduce -3.3% | 30,323 | $4.9M |
| Opus Capital Group, LLC | 0.72% | Reduce -3.0% | 30,277 | $4.9M |
| Lodestone Wealth Management LLC | 2.58% | Reduce -7.6% | 30,167 | $4.9M |
| LPWM LLC | 1.79% | Add +1.9% | 30,771 | $4.9M |
| Defined Wealth Management, LLC | 3.51% | Reduce -3.5% | 29,972 | $4.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.11% | Reduce -96.4% | 29,940 | $4.9M |
| Florida Financial Advisors, LLC | 3.54% | Add +2.8% | 29,619 | $4.8M |
| JFS Wealth Advisors, LLC | 0.38% | No change | 29,601 | $4.8M |
| ArchPoint Investors | 2.02% | New | 29,467 | $4.8M |
| Diversified Trust Co. | 0.14% | Add +14.8% | 29,444 | $4.8M |
| N.E.W. Advisory Services LLC | 0.53% | Reduce -0.1% | 29,333 | $4.8M |
| Montag A & Associates Inc. | 0.24% | Add +0.5% | 29,243 | $4.8M |
| Alexander Labrunerie & Co., Inc. | 2.70% | — | 29,227 | $4.8M |
| Good Life Advisors, LLC | 0.42% | Reduce -0.8% | 29,185 | $4.8M |
| First National Bank Sioux Falls | 2.59% | Add +11.6% | 29,146 | $4.7M |
| Syon Capital LLC | 0.45% | Reduce -0.9% | 29,121 | $4.7M |
| DT Investment Partners, LLC | 0.48% | Add +34.4% | 29,110 | $4.7M |
| Winthrop Capital Management, LLC | 2.17% | Reduce -0.4% | 28,923 | $4.7M |
| Sound View Wealth Advisors Group, LLC | 0.50% | Reduce -5.6% | 28,736 | $4.7M |
| &partners | 0.64% | Add +41.9% | 30,274 | $4.7M |
| Financial Counselors Inc. | 0.08% | Add +1.6% | 28,691 | $4.7M |
| First Manhattan Co. Llc. | 0.01% | Reduce -6.3% | 28,056 | $4.6M |
| Raymond James Trust N.A. | 0.11% | Add +7.0% | 27,892 | $4.5M |
| MA Private Wealth | 0.92% | Reduce -0.6% | 27,871 | $4.5M |
| Eudaimonia Advisors LLC | 2.38% | Add +10.7% | 27,410 | $4.5M |
| Dorsey & Whitney Trust CO LLC | 0.30% | Reduce -0.2% | 27,385 | $4.5M |
| IPG Investment Advisors LLC | 0.97% | Add +0.1% | 27,364 | $4.5M |
| Stratos Wealth Advisors, LLC | 0.26% | Reduce -4.4% | 27,333 | $4.5M |
| Clarius Group, LLC | 0.31% | Add +0.0% | 27,172 | $4.4M |
| Cascade Wealth Advisors, Inc | 3.76% | — | 28,308 | $4.4M |
| Wedmont Private Capital | 0.32% | Reduce -4.4% | 27,417 | $4.4M |
| Eagle Strategies LLC | 0.98% | Reduce -8.3% | 27,057 | $4.4M |
| Ballentine Partners, LLC | 0.08% | Add +7.8% | 27,037 | $4.4M |
| Family Wealth Partners, LLC | 2.49% | Reduce -11.0% | 26,968 | $4.4M |
| Independent Advisor Alliance | 0.16% | Reduce -48.0% | 26,789 | $4.4M |
| Long Island Wealth Management, Inc. | 3.06% | Add +0.0% | 26,580 | $4.3M |
| Rehmann Capital Advisory Group | 0.32% | Reduce -2.5% | 26,562 | $4.3M |
| O'shaughnessy Asset Management, LLC | 0.05% | Add +16.5% | 26,537 | $4.3M |
| Barrett & Company, Inc. | 2.04% | Add +0.8% | 26,423 | $4.3M |
| Intellectus Partners, LLC | 1.14% | Add +2.6% | 26,419 | $4.3M |
| Laraway Financial Advisors Inc | 3.78% | Add +1.2% | 26,308 | $4.3M |
| Compass Ion Advisors, LLC | 0.61% | Add +1.8% | 26,160 | $4.3M |
| Catalyst Private Wealth, LLC | 2.23% | Reduce -2.7% | 26,123 | $4.3M |
| Theory Financial LLC | 2.16% | Reduce -5.1% | 26,079 | $4.2M |
| Clarity Capital Advisors, LLC | 3.37% | Add +3.0% | 25,959 | $4.2M |
| St. Louis Trust Co | 0.66% | No change | 25,856 | $4.2M |
| Hexagon Capital Partners LLC | 0.94% | Reduce -23.1% | 25,850 | $4.2M |
| First Financial Bank - Trust Division | 0.40% | Reduce -11.8% | 25,812 | $4.2M |
| Lansing Street Advisors | 1.89% | Add +17.8% | 25,803 | $4.2M |
| Pioneer Wealth Management Group | 2.38% | Reduce -10.3% | 25,550 | $4.2M |
| Arete Wealth Advisors, LLC | 0.38% | Add +2.9% | 25,530 | $4.2M |
| Ieq Capital, LLC | 0.06% | Add +15.5% | 25,386 | $4.1M |
| Well Done, LLC | 0.81% | Reduce -10.3% | 25,345 | $4.1M |
| Cedrus LLC | 2.25% | Add +7.6% | 25,249 | $4.1M |
| Advisors Preferred, LLC | 0.69% | No change | 25,300 | $4.1M |
| Destination Wealth Management | 0.14% | Reduce -2.8% | 25,075 | $4.1M |
| International City Management Association Retirement Corp | 3.41% | No change | 25,075 | $4.1M |
| Summit Trail Advisors, LLC | 0.11% | Reduce -2.9% | 25,047 | $4.1M |
| Bridgewealth Advisory Group, LLC | 1.98% | Add +15.9% | 24,787 | $4.0M |
| Lindbrook Capital, LLC | 0.38% | Add +1.4% | 24,758 | $4.0M |
| Glass Jacobson Investment Advisors llc | 1.51% | Add +0.1% | 24,744 | $4.0M |
| Prudential Financial Inc. | 0.01% | Reduce -16.9% | 24,717 | $4.0M |
| Lake Street Advisors Group, LLC | 0.19% | Reduce -29.1% | 24,703 | $4.0M |
| Ironsides Asset Advisors, LLC | 1.38% | Add +0.6% | 24,680 | $4.0M |
| Greystone Financial Group, LLC | 0.80% | Add +53.5% | 24,638 | $4.0M |
| Chesley Taft & Associates LLC | 0.20% | Reduce -0.8% | 24,544 | $4.0M |
| GTS Securities LLC | 0.11% | New | 24,500 | $4.0M |
| Robertson Stephens Wealth Management, LLC | 0.22% | Reduce -8.4% | 24,492 | $4.0M |
| Hillcrest Wealth Advisors - NY, LLC | 2.16% | No change | 24,470 | $4.0M |
| Vivid Wealth Management, LLC | 2.47% | Add +0.1% | 24,226 | $3.9M |
| GFS Advisors, LLC | 0.65% | Reduce -0.9% | 24,055 | $3.9M |
| Intelligence Driven Advisers, LLC | 0.58% | Reduce -1.1% | 24,051 | $3.9M |
| Prosperity Planning, Inc. | 1.90% | Add +0.3% | 24,013 | $3.9M |
| Ted Buchan & Co | 2.40% | Reduce -10.3% | 23,948 | $3.9M |
| Wolf Group Capital Advisors | 1.85% | No change | 27,359 | $3.9M |
| Great Lakes Advisors, LLC | 0.03% | Reduce -2.2% | 23,783 | $3.9M |
| Disciplined Investments, LLC | 2.10% | Reduce -2.1% | 23,657 | $3.9M |
| Auxano Advisors, LLC | 1.12% | Add +0.4% | 23,625 | $3.8M |
| Sawgrass Asset Management LLC | 0.42% | No change | 23,603 | $3.8M |
| Aua Capital Management, LLC | 2.21% | Add +5.0% | 23,537 | $3.8M |
| Krilogy Financial LLC | 0.29% | Add +7.3% | 23,118 | $3.8M |
| Beacon Financial Group | 0.43% | New | 23,112 | $3.8M |
| FFT Wealth Management LLC | 0.32% | Reduce -95.8% | 23,036 | $3.8M |
| White Wing Wealth Management | 3.11% | Reduce -58.8% | 23,083 | $3.7M |
| REDW Wealth LLC | 1.01% | Reduce -10.8% | 22,965 | $3.7M |
| Security Financial Services, INC. | 0.84% | Add +5.1% | 22,815 | $3.7M |
| VitalStone Financial, LLC | 2.84% | Reduce -7.6% | 22,813 | $3.7M |
| Ami Investment Management Inc. | 1.35% | Reduce -0.5% | 22,743 | $3.7M |
| United Bank | 0.44% | Reduce -13.3% | 22,732 | $3.7M |
| Kiley Juergens Wealth Management, LLC | 1.14% | Add +0.7% | 22,631 | $3.7M |
| Ashton Thomas Private Wealth, LLC | 0.21% | Add +62.4% | 22,629 | $3.7M |
| Level Financial Advisors | 1.67% | Reduce -4.6% | 22,592 | $3.7M |
| Culbertson A N & Co. Inc. | 0.63% | Add +0.1% | 22,529 | $3.7M |
| Moisand Fitzgerald Tamayo, LLC | 0.56% | Reduce -0.8% | 22,477 | $3.7M |
| Magnus Financial Group LLC | 0.44% | Add +2.0% | 22,410 | $3.6M |
| Prospect Financial Services LLC | 3.00% | Add +8.3% | 22,336 | $3.6M |
| Davidson Trust Co. | 2.11% | Reduce -2.5% | 22,196 | $3.6M |
| Certus Wealth Management, LLC | 2.87% | Add +233.8% | 22,880 | $3.6M |
| NorthStar Asset Management LLC | 2.73% | Reduce -3.1% | 22,156 | $3.6M |
| National Philanthropic Trust | 0.08% | Reduce -3.4% | 22,100 | $3.6M |
| Independent Financial Group, LLC | 0.17% | Add +4.5% | 22,056 | $3.6M |
| Horizon Investments, LLC | 0.09% | Add +177.4% | 21,965 | $3.6M |
| SigFig Wealth Management, LLC | 0.13% | Add +18.6% | 21,875 | $3.6M |
| One Capital Management, LLC | 0.13% | Add +4.0% | 21,780 | $3.5M |
| Paces Ferry Wealth Advisors, LLC | 2.27% | Reduce -3.1% | 21,726 | $3.5M |
| Compass Advisory Group LLC | 1.56% | Add +4.5% | 21,701 | $3.5M |
| Prosperitas Financial LLC | 2.26% | Add +7.1% | 21,690 | $3.5M |
| Level Four Advisory Services, LLC | 0.19% | No change | 23,537 | $3.5M |
| Bryn Mawr Trust Advisors, LLC | 0.20% | Reduce -2.4% | 21,524 | $3.5M |
| Credit Suisse AG/ | 0.00% | Add +4.3% | 21,513 | $3.5M |
| Tritonpoint Wealth, LLC | 0.37% | Reduce -27.6% | 16,947 | $3.5M |
| Triune Financial Partners, LLC | 1.21% | Add +0.1% | 21,408 | $3.5M |
| Ehrlich Financial Group | 2.93% | Add +73.6% | 21,392 | $3.5M |
| Newton One Investments LLC | 1.53% | Reduce -2.9% | 21,383 | $3.5M |
| Focus Financial Network, Inc. | 0.17% | — | 22,492 | $3.5M |
| Tacita Capital Inc | 2.42% | Add +2.2% | 21,376 | $3.5M |
| Debussy Capital Management LP | 1.01% | Add +3.2% | 21,524 | $3.5M |
| Main Street Financial Solutions, LLC | 0.37% | Reduce -47.4% | 21,198 | $3.5M |
| Fsa Wealth Partners, Inc. | 0.86% | Add +1.2% | 21,197 | $3.5M |
| Bare Financial Services, Inc | 3.30% | Add +660.7% | 21,961 | $3.4M |
| Moody National Bank Trust Division | 0.27% | Reduce -74.9% | 21,066 | $3.4M |
| Kennicott Capital Management LLC | 1.52% | Reduce -0.0% | 21,048 | $3.4M |
| Journey Advisory Group, LLC | 0.42% | Reduce -13.4% | 21,045 | $3.4M |
| United Bank | 1.74% | Reduce -2.4% | 20,962 | $3.4M |
| Carret Asset Management, LLC | 0.40% | Add +3.3% | 20,955 | $3.4M |
| Clear Creek Financial Management, LLC | 0.44% | Add +2.6% | 21,158 | $3.4M |
| Hubbell Strickland Wealth Management, LLC | 1.72% | Add +0.4% | 20,889 | $3.4M |
| Charter Oak Capital Management, LLC | 0.36% | Add +1.4% | 20,807 | $3.4M |
| Marotta Asset Management | 0.70% | Reduce -3.5% | 20,807 | $3.4M |
| AdvisorNet Financial, Inc | 0.32% | Reduce -46.6% | 20,722 | $3.4M |
| Capital Investment Advisory Services, LLC | 0.36% | Add +46.5% | 20,675 | $3.4M |
| Motiv8 Investments LLC | 2.62% | Add +7.2% | 20,668 | $3.4M |
| AFS Financial Group, LLC | 14.10% | Reduce -74.8% | 20,562 | $3.3M |
| Nicolet Bankshares Inc. | 0.69% | Reduce -1.4% | 20,501 | $3.3M |
| Coastal Bridge Advisors, LLC | 0.77% | Add +6.8% | 20,422 | $3.3M |
| Mackenzie Financial Corp. | 0.00% | Reduce -83.2% | 20,406 | $3.3M |
| Tobias Financial Advisors, Inc. | 0.75% | Reduce -2.7% | 20,299 | $3.3M |
| TRUE Private Wealth Advisors | 0.38% | Add +51.2% | 20,234 | $3.3M |
| Old North State Wealth Management, LLC | 2.15% | Reduce -1.1% | 20,164 | $3.3M |
| Wetzel Investment Advisors, Inc. | 1.93% | Add +5.1% | 21,211 | $3.3M |
| Councilor Wealth, LLC | 1.63% | Reduce -4.3% | 20,043 | $3.3M |
| Gunma Bank,Ltd. | 1.72% | Reduce -23.1% | 20,000 | $3.3M |
| NWF Advisory Services Inc. | 0.54% | Add +55.8% | 19,971 | $3.3M |
| Novak & Powell Financial Services, Inc. | 2.43% | Add +1.6% | 28,206 | $3.2M |
| Strategic Financial Partners, Ltd. | 1.78% | Add +5.1% | 19,782 | $3.2M |
| Avidian Wealth Enterprises, LLC | 0.17% | Reduce -13.3% | 19,725 | $3.2M |
| Northwest Wealth Management, LLC | 0.88% | Reduce -1.0% | 19,671 | $3.2M |
| Cornerstone Advisory, LLC | 0.46% | Add +7.4% | 19,596 | $3.2M |
| Segment Wealth Management, LLC | 0.24% | Reduce -0.1% | 19,590 | $3.2M |
| Insight Advisors, LLC/ PA | 0.62% | Add +1.5% | 19,459 | $3.2M |
| Atlas Brown,Inc. | 1.15% | Reduce -5.2% | 19,348 | $3.2M |
| Milestone Investment Advisors LLC | 0.85% | No change | 19,348 | $3.2M |
| Advisory Alpha, LLC | 0.13% | Reduce -6.2% | 19,324 | $3.1M |
| Sage Mountain Advisors LLC | 0.33% | Add +6.2% | 19,236 | $3.1M |
| Continuum Advisory, LLC | 0.47% | Reduce -23.1% | 19,451 | $3.1M |
| MCF Advisors LLC | 0.24% | Add +1.9% | 19,201 | $3.1M |
| FDx Advisors, Inc. | 0.47% | Reduce -73.1% | 18,843 | $3.1M |
| Trust Co of the South | 0.71% | Add +64.3% | 18,820 | $3.1M |
| Carnegie Investment Counsel | 0.10% | Add +5.3% | 18,788 | $3.1M |
| Acas, LLC | 2.96% | Reduce -5.9% | 18,780 | $3.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -82.9% | 18,757 | $3.1M |
| Belpointe Asset Management LLC | 0.23% | Add +68.5% | 18,636 | $3.0M |
| CWA Asset Management Group, LLC | 0.18% | Reduce -4.2% | 18,532 | $3.0M |
| Kuhn & Co Investment Counsel | 2.83% | Add +4.7% | 18,450 | $3.0M |
| ERn Financial, LLC | 0.52% | Add +0.9% | 18,275 | $3.0M |
| Evanson Asset Management, LLC | 0.22% | Add +9.7% | 18,185 | $3.0M |
| Empower Advisory Group, LLC | 0.01% | Reduce -20.0% | 18,161 | $3.0M |
| Regal Investment Advisors LLC | 0.20% | Reduce -0.0% | 18,072 | $2.9M |
| Stage Harbor Financial, LLC | 2.67% | No change | 18,048 | $2.9M |
| Liberty Wealth Management LLC | 0.57% | Reduce -37.8% | 17,954 | $2.9M |
| Wealth Advisory Solutions, LLC | 0.76% | New | 17,932 | $2.9M |
| Marcum Wealth, LLC | 0.29% | Reduce -21.4% | 17,837 | $2.9M |
| Southland Equity Partners LLC | 0.82% | Add +5.0% | 17,834 | $2.9M |
| Monument Group Wealth Advisors, LLC | 2.14% | Reduce -8.8% | 17,765 | $2.9M |
| Werba Rubin Papier Wealth Management | 0.84% | New | 17,724 | $2.9M |
| Waddell & Associates, LLC | 0.39% | Reduce -5.3% | 17,667 | $2.9M |
| Moneco Advisors, LLC | 0.46% | Add +1.4% | 17,603 | $2.9M |
| Old National Bancorp | 0.07% | Reduce -5.8% | 17,563 | $2.9M |
| Global Trust Asset Management, LLC | 1.17% | Add +0.2% | 17,560 | $2.9M |
| Global Wealth Management Investment Advisory, Inc. | 0.70% | Reduce -12.3% | 17,542 | $2.9M |
| XML Financial, LLC | 0.29% | Add +1.7% | 17,399 | $2.8M |
| Aspen Grove Capital, LLC | 0.80% | Add +0.8% | 17,271 | $2.8M |
| Chemistry Wealth Management LLC | 0.75% | Reduce -0.3% | 17,177 | $2.8M |
| Private Wealth Group, LLC | 1.43% | Reduce -1.5% | 16,970 | $2.8M |
| Principle Wealth Partners LLC | 0.22% | Add +1.3% | 16,935 | $2.8M |
| Peterson Wealth Services | 1.00% | Reduce -0.5% | 16,903 | $2.8M |
| First National Corp. /Ma/ | 0.68% | No change | 18,377 | $2.7M |
| City State Bank | 1.21% | Add +2.6% | 16,837 | $2.7M |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 1.13% | Reduce -0.9% | 16,802 | $2.7M |
| Walter & Keenan Wealth Management LLC /in/ | 0.90% | Reduce -7.3% | 16,780 | $2.7M |
| McAdam, LLC | 0.17% | Add +3.3% | 16,737 | $2.7M |
| Autumn Glory Partners, LLC | 1.33% | Reduce -8.2% | 16,736 | $2.7M |
| Hart & Patterson Financial Group LLC | 1.35% | Add +1.1% | 16,711 | $2.7M |
| Moser Wealth Advisors, LLC | 1.51% | Add +4.0% | 16,683 | $2.7M |
| Tocqueville Asset Management L.P. | 0.04% | Add +0.0% | 16,655 | $2.7M |
| MV Capital Management, Inc. | 0.31% | No change | 16,537 | $2.7M |
| Western Wealth Management, LLC | 0.21% | Reduce -4.6% | 16,426 | $2.7M |
| Wells Trecaso Financial Group, LLC | 0.94% | No change | 16,413 | $2.7M |
| Truepoint, Inc. | 0.08% | Add +180.7% | 16,355 | $2.7M |
| Sageworth Trust Co of South Dakota | 4.10% | No change | 16,307 | $2.7M |
| Leo Wealth, LLC | 0.27% | Add +9.3% | 16,259 | $2.6M |
| Hurlow Wealth Management Group, Inc. | 0.93% | Reduce -2.2% | 16,159 | $2.6M |
| Synovus Financial Corp. | 0.03% | Reduce -9.5% | 16,110 | $2.6M |
| NORTHSTAR ASSET MANAGEMENT Co | 0.65% | Add +13.6% | 16,085 | $2.6M |
| Weitzel Financial Services, Inc. | 1.32% | Add +2.1% | 16,133 | $2.6M |
| Oak Harvest Investment Services | 0.43% | Add +12.7% | 16,002 | $2.6M |
| Aries Wealth Management | 0.84% | Add +54.9% | 15,986 | $2.6M |
| Orser Capital Management, LLC | 2.44% | Reduce -0.7% | 15,957 | $2.6M |
| Intrua Financial, LLC | 0.40% | Reduce -0.5% | 15,901 | $2.6M |
| King Wealth Management Group | 0.45% | Add +1.9% | 15,891 | $2.6M |
| Sanctuary Wealth Management, L.L.C. | 2.10% | Add +70.2% | 15,877 | $2.6M |
| BCS Wealth Management | 0.83% | Reduce -0.7% | 15,828 | $2.6M |
| LM Advisors LLC | 0.45% | Reduce -15.0% | 17,109 | $2.6M |
| Mayflower Financial Advisors, LLC | 0.43% | Add +2.8% | 15,764 | $2.6M |
| Regions Financial Corp. | 0.02% | Add +16.4% | 15,745 | $2.6M |
| Rockbridge Investment Management, LCC | 0.37% | Reduce -9.6% | 15,675 | $2.6M |
| Apexium Financial, LP | 0.19% | Add +53.3% | 15,610 | $2.5M |
| Welch & Forbes LLC | 0.03% | Add +3.7% | 15,569 | $2.5M |
| StoneX Group Inc. | 0.23% | Reduce -2.4% | 15,567 | $2.5M |
| Pacific Financial Group Inc. | 1.75% | Add +8.0% | 15,552 | $2.5M |
| Howard Wealth Management, LLC | 2.06% | No change | 15,519 | $2.5M |
| Pallas Capital Advisors LLC | 0.11% | Add +32.8% | 15,495 | $2.5M |
| LifeSteps Financial, Inc. | 1.90% | Reduce -1.5% | 15,485 | $2.5M |
| LifePro Asset Management | 1.66% | Reduce -14.8% | 15,443 | $2.5M |
| Invst, LLC | 0.30% | Reduce -89.6% | 15,491 | $2.5M |
| Gilliland Jeter Wealth Management LLC | 0.87% | No change | 15,402 | $2.5M |
| Wilson & Boucher Capital Management, LLC | 1.97% | Reduce -0.4% | 15,387 | $2.5M |
| Glenview Trust Co | 0.05% | Reduce -7.7% | 15,346 | $2.5M |
| Econ Financial Services Corp | 1.55% | Reduce -56.8% | 15,340 | $2.5M |
| WESCAP Management Group, Inc. | 0.72% | Reduce -2.2% | 15,333 | $2.5M |
| Evergreen Wealth Management, LLC | 1.69% | No change | 15,296 | $2.5M |
| First Commonwealth Financial Corp | 0.66% | Reduce -39.4% | 15,290 | $2.5M |
| Cookson Peirce & Co. Inc. | 0.13% | Reduce -1.7% | 15,290 | $2.5M |
| Hudock, Inc. | 0.55% | New | 15,209 | $2.5M |
| Parsons Capital Management Inc. | 0.17% | Add +4.2% | 15,186 | $2.5M |
| Migdal Insurance & Financial Holdings Ltd. | 0.04% | Add +6.2% | 15,148 | $2.5M |
| Smith, Moore & Co. | 0.26% | Reduce -7.5% | 15,137 | $2.5M |
| Strategic Wealth Partners Group, LLC | 0.27% | Add +0.0% | 15,064 | $2.5M |
| Amplius Wealth Advisors, LLC | 0.27% | Reduce -19.5% | 14,995 | $2.4M |
| Colorado Capital Management, Inc. | 1.41% | Reduce -2.5% | 14,992 | $2.4M |
| TFB Advisors LLC | 0.88% | Add +22.0% | 15,514 | $2.4M |
| BKM Wealth Management, LLC | 1.03% | Add +1.9% | 14,697 | $2.4M |
| Keebeck Wealth Management | 0.35% | Reduce -0.5% | 14,653 | $2.4M |
| Granite Harbor Advisors, Inc. | 1.62% | No change | 14,628 | $2.4M |
| Fonville Wealth Management LLC | 1.05% | Add +3.3% | 14,615 | $2.4M |
| Ade, LLC | 1.59% | Reduce -0.9% | 14,602 | $2.4M |
| Emfo, LLC | 2.18% | Reduce -1.0% | 14,589 | $2.4M |
| Hanover Advisors Inc. | 1.00% | Add +17.6% | 14,566 | $2.4M |
| Tradition Wealth Management, LLC | 0.24% | Add +1.7% | 14,536 | $2.4M |
| Shepherd Financial Partners LLC | 0.31% | Reduce -3.3% | 14,430 | $2.4M |
| Wells Financial Advisors INC | 1.59% | Reduce -0.4% | 14,362 | $2.3M |
| Blue Trust, Inc. | 0.03% | Reduce -15.6% | 14,295 | $2.3M |
| Sonoma Private Wealth LLC | 3.74% | Reduce -14.6% | 14,288 | $2.3M |
| Hilltop National Bank | 0.79% | — | 14,223 | $2.3M |
| Greenleaf Trust | 0.02% | Reduce -0.7% | 14,221 | $2.3M |
| Signal Advisors Wealth, LLC | 0.57% | Reduce -3.7% | 14,217 | $2.3M |
| West Bancorporation Inc. | 1.52% | Reduce -22.4% | 14,216 | $2.3M |
| Acropolis Investment Management, LLC | 0.15% | Add +2.8% | 14,164 | $2.3M |
| MidAtlantic Capital Management, Inc. | 2.02% | Add +120.6% | 14,141 | $2.3M |
| Plancorp, LLC | 0.10% | Add +12.8% | 14,131 | $2.3M |
| Smartleaf Asset Management LLC | 0.44% | Add +7.5% | 14,166 | $2.3M |
| MSH Capital Advisors LLC | 0.80% | Reduce -12.4% | 14,051 | $2.3M |
| Blueprint Investment Partners LLC | 0.45% | Add +2.4% | 13,914 | $2.3M |
| SOA Wealth Advisors, LLC. | 0.47% | Add +0.2% | 13,849 | $2.3M |
| Maripau Wealth Management LLC | 1.68% | Reduce -4.6% | 13,774 | $2.2M |
| Mraz, Amerine & Associates, Inc. | 0.42% | Reduce -17.9% | 13,719 | $2.2M |
| Apeiron RIA LLC | 0.64% | Add +11.1% | 13,543 | $2.2M |
| Twin Focus Capital Partners, LLC | 0.42% | Reduce -1.4% | 13,394 | $2.2M |
| Blue Barn Wealth, LLC | 1.20% | Reduce -11.0% | 13,179 | $2.1M |
| Crestwood Advisors Group, LLC | 0.05% | Add +51.4% | 13,090 | $2.1M |
| Lake Hills Wealth Management, LLC | 1.91% | Reduce -8.4% | 13,058 | $2.1M |
| MilWealth Group LLC | 0.67% | Reduce -6.4% | 12,984 | $2.1M |
| NorthCoast Asset Management LLC | 0.03% | Add +58.3% | 12,983 | $2.1M |
| Jacobi Capital Management LLC | 0.19% | Reduce -2.9% | 12,884 | $2.1M |
| Vantage Financial Partners, LLC | 0.56% | Add +6.4% | 12,877 | $2.1M |
| Quantinno Capital Management LP | 0.05% | No change | 12,862 | $2.1M |
| Beacon Financial Advisory LLC | 1.02% | Reduce -1.6% | 12,833 | $2.1M |
| Probity Advisors, Inc. | 0.43% | Reduce -0.7% | 12,817 | $2.1M |
| KMG Fiduciary Partners, LLC | 0.22% | Reduce -0.9% | 12,754 | $2.1M |
| Verum Partners LLC | 0.73% | Reduce -2.7% | 12,690 | $2.1M |
| North Star Investment Management Corp. | 0.15% | Add +18.2% | 12,555 | $2.0M |
| Wiser Advisor Group LLC | 3.19% | Reduce -2.9% | 12,496 | $2.0M |
| Thoroughbred Financial Services, LLC | 0.20% | Reduce -10.0% | 12,491 | $2.0M |
| Covenant Asset Management, LLC | 0.49% | Reduce -1.8% | 12,478 | $2.0M |
| Narus Financial Partners, LLC | 0.87% | Reduce -6.0% | 12,458 | $2.0M |
| Pine Harbor Wealth Management, LLC | 1.28% | Reduce -15.0% | 12,449 | $2.0M |
| Keybank National Association | 0.01% | Reduce -6.9% | 12,410 | $2.0M |
| Noesis Capital Mangement Corp. | 0.45% | Reduce -0.6% | 12,403 | $2.0M |
| Coulter & Justus Financial Services, LLC | 0.45% | New | 12,403 | $2.0M |
| Zions Bancorporation, N.A. | 0.15% | No change | 12,402 | $2.0M |
| Savvy Advisors, Inc. | 1.16% | New | 12,396 | $2.0M |
| Peapack Gladstone Financial Corp. | 0.03% | Add +12.9% | 12,378 | $2.0M |
| Capstone Wealth Management Group, LLC | 1.45% | Reduce -1.1% | 12,379 | $2.0M |
| Banco Santander, S.A. | 0.02% | Reduce -3.4% | 12,358 | $2.0M |
| Pinnacle Financial Partners Inc | 0.04% | Add +5.0% | 12,336 | $2.0M |
| InterOcean Capital Group, LLC | 0.05% | Reduce -3.0% | 12,222 | $2.0M |
| Alta Wealth Advisors LLC | 1.01% | Add +2.0% | 12,204 | $2.0M |
| Alpha Cubed Investments, LLC | 0.10% | Reduce -17.9% | 12,151 | $2.0M |
| Camelot Portfolios, LLC | 1.93% | Reduce -24.1% | 12,143 | $2.0M |
| Evermay Wealth Management LLC | 0.30% | Reduce -0.9% | 12,117 | $2.0M |
| Estate Counselors, LLC | 0.23% | Reduce -95.4% | 12,110 | $2.0M |
| Becker Capital Management Inc. | 0.07% | Reduce -0.2% | 12,109 | $2.0M |
| Next Level Private LLC | 0.90% | Add +1.2% | 12,078 | $2.0M |
| Asset Dedication, LLC | 0.15% | Add +0.4% | 12,062 | $2.0M |
| Gateway Wealth Partners, LLC | 0.70% | Reduce -8.1% | 12,058 | $2.0M |
| Anchor Investment Management, LLC | 0.20% | Add +4.2% | 11,987 | $2.0M |
| Choate Investment Advisors | 0.05% | Add +120.4% | 11,936 | $1.9M |
| Steward Partners Investment Solutions, LLC | 0.33% | New | 11,863 | $1.9M |
| Bank of Nova Scotia | 0.00% | Reduce -46.1% | 11,871 | $1.9M |
| Sensible Financial Planning & Management, LLC. | 0.42% | Reduce -6.6% | 11,744 | $1.9M |
| LifePlan Investment Advisors, Inc. | 1.52% | Add +118.3% | 11,729 | $1.9M |
| North Star Asset Management Inc. | 0.09% | Reduce -0.8% | 11,651 | $1.9M |
| Rollins Financial Advisors, LLC | 0.36% | Add +4.3% | 11,590 | $1.9M |
| Northeast Investment Management | 0.09% | Add +4.0% | 11,588 | $1.9M |
| Stonehearth Capital Management, LLC | 0.85% | Reduce -0.7% | 11,575 | $1.9M |
| Forza Wealth Management, LLC | 0.97% | Add +0.2% | 11,510 | $1.9M |
| Webster Bank, N. A. | 0.21% | Add +659.5% | 11,446 | $1.9M |
| Planning Directions Inc. | 1.29% | Reduce -8.5% | 11,393 | $1.9M |
| Beaird Harris Wealth Management, LLC | 0.18% | Reduce -3.0% | 11,376 | $1.9M |
| Litman Gregory Wealth Management LLC | 0.17% | Reduce -3.1% | 11,357 | $1.8M |
| O'Dell Group, LLC | 0.44% | Add +3.9% | 11,128 | $1.8M |
| Painted Porch Advisors LLC | 1.10% | Add +101.3% | 11,085 | $1.8M |
| United Advisor Group, LLC | 0.68% | Add +7.1% | 11,085 | $1.8M |
| GHP Investment Advisors, Inc. | 0.09% | Add +13.3% | 11,025 | $1.8M |
| Center for Financial Planning, Inc. | 0.27% | Add +0.6% | 11,018 | $1.8M |
| Broadleaf Partners, LLC | 0.45% | Add +0.7% | 10,870 | $1.8M |
| GPS Wealth Strategies Group, LLC | 0.29% | Add +1.0% | 10,866 | $1.8M |
| RTD Financial Advisors, Inc. | 0.24% | Reduce -9.1% | 10,833 | $1.8M |
| Private Trust Co. NA | 0.19% | Reduce -6.6% | 10,800 | $1.8M |
| SeaCrest Wealth Management, LLC | 0.21% | Add +9.2% | 10,770 | $1.8M |
| Bernardo Wealth Planning LLC | 0.49% | Add +16.3% | 10,759 | $1.8M |
| Paragon Private Wealth Management, LLC | 1.04% | Add +12.4% | 10,733 | $1.7M |
| International Assets Investment Management, LLC | 0.18% | Reduce -4.0% | 10,762 | $1.7M |
| TAGStone Capital, Inc. | 1.02% | Add +4.1% | 10,688 | $1.7M |
| Nixon Peabody Trust Co. | 0.16% | Add +5.8% | 10,685 | $1.7M |
| Private Ocean, LLC | 0.18% | Reduce -0.1% | 10,679 | $1.7M |
| Valley Forge Investment Consultants Inc. Adv | 0.68% | Reduce -0.6% | 10,665 | $1.7M |
| McKinley Carter Wealth Services, Inc. | 0.12% | Reduce -8.2% | 10,657 | $1.7M |
| PGIM Custom Harvest LLC | 0.04% | Reduce -0.6% | 10,657 | $1.7M |
| Lion Street Advisors, LLC | 0.70% | No change | 11,539 | $1.7M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.45% | Reduce -1.3% | 10,581 | $1.7M |
| Money Concepts Capital Corp. | 0.16% | Reduce -0.0% | 10,556 | $1.7M |
| My Legacy Advisors, LLC | 0.57% | Reduce -4.0% | 10,466 | $1.7M |
| RDA Financial Network | 0.58% | Add +4.8% | 10,444 | $1.7M |
| Blodgett Wealth Advisors, LLC | 1.53% | Add +8.0% | 10,394 | $1.7M |
| Maxwell Wealth Strategies Inc. | 0.85% | Add +3.6% | 10,588 | $1.7M |
| Norwood Financial Corp | 2.42% | Reduce -0.3% | 10,285 | $1.7M |
| Jackson Hole Capital Partners, LLC | 0.38% | No change | 10,263 | $1.7M |
| Moors & Cabot, Inc. | 0.09% | Reduce -1.6% | 10,237 | $1.7M |
| Smithfield Trust Co | 0.09% | No change | 10,279 | $1.7M |
| OneAscent Financial Services LLC | 0.18% | Add +34.7% | 10,230 | $1.7M |
| Sandy Cove Advisors, LLC | 0.77% | Reduce -8.3% | 10,213 | $1.7M |
| Executive Wealth Management, LLC | 0.15% | Add +1.3% | 10,247 | $1.7M |
| McClarren Financial Advisors, Inc. | 1.19% | Reduce -2.2% | 10,198 | $1.7M |
| AIMZ Investment Advisors, LLC | 0.62% | Reduce -0.3% | 10,176 | $1.7M |
| Strategic Financial Concepts, LLC | 0.40% | New | 10,159 | $1.7M |
| North Ridge Wealth Advisors, Inc. | 1.28% | No change | 10,121 | $1.6M |
| Leavell Investment Management, Inc. | 0.10% | Reduce -1.3% | 10,107 | $1.6M |
| O'Connor Financial Group LLC | 0.98% | Add +8.9% | 10,095 | $1.6M |
| Householder Group Estate & Retirement Specialist, LLC | 0.49% | Reduce -17.4% | 10,066 | $1.6M |
| Aptus Capital Advisors, LLC | 0.04% | Add +148.2% | 10,034 | $1.6M |
| Larson Financial Group LLC | 0.13% | Add +12.1% | 10,010 | $1.6M |
| Circle Wealth Management, LLC | 0.04% | New | 9,996 | $1.6M |
| PBMares Wealth Management LLC | 0.42% | Add +17.4% | 9,993 | $1.6M |
| Keb Asset Management, LLC | 0.56% | Reduce -0.8% | 9,992 | $1.6M |
| Arbor Investment Advisors, LLC | 0.24% | Add +0.1% | 9,976 | $1.6M |
| PDS Planning, Inc | 0.17% | Add +0.9% | 9,924 | $1.6M |
| Fortitude Advisory Group L.L.C. | 0.91% | Add +8.8% | 9,914 | $1.6M |
| Integrated Advisors Network LLC | 0.08% | Add +1.2% | 9,865 | $1.6M |
| Evernest Financial Advisors, LLC | 0.76% | Reduce -2.9% | 10,290 | $1.6M |
| Peterson Wealth Advisors, LLC | 0.34% | Add +0.6% | 9,822 | $1.6M |
| Forefront Analytics, LLC | 0.77% | Reduce -1.0% | 9,751 | $1.6M |
| Alliance Wealth Advisors, LLC | 1.00% | New | 9,667 | $1.6M |
| Tiller Private Wealth, Inc. | 0.70% | Reduce -84.1% | 9,640 | $1.6M |
| BOS Asset Management, LLC | 0.82% | Add +0.8% | 9,562 | $1.6M |
| American Institute for Advanced Investment Management, LLP | 1.23% | Reduce -2.0% | 9,561 | $1.6M |
| Capital Investment Advisors, LLC | 0.04% | Add +20.0% | 9,516 | $1.5M |
| Flputnam Investment Management Co. | 0.03% | Add +0.7% | 9,507 | $1.5M |
| Index Fund Advisors, Inc. | 0.09% | Reduce -0.2% | 9,507 | $1.5M |
| Verus Capital Partners, LLC | 0.17% | Reduce -2.2% | 9,494 | $1.5M |
| Carmichael Hill & Associates, Inc. | 0.63% | Add +1.6% | 9,370 | $1.5M |
| Round Rock Advisors LLC | 0.36% | Reduce -9.4% | 9,321 | $1.5M |
| Grandview Asset Management LLC | 0.69% | Add +19.8% | 9,320 | $1.5M |
| Deutsche Bank AG | 0.00% | Reduce -51.3% | 9,292 | $1.5M |
| Accurate Wealth Management, LLC | 0.44% | Reduce -2.8% | 9,702 | $1.5M |
| Marks Group Wealth Management, Inc | 0.16% | Add +2.1% | 9,260 | $1.5M |
| One Day In July LLC | 0.20% | Add +2.8% | 9,202 | $1.5M |
| Cypress Point Wealth Management, LLC | 0.77% | Add +35.7% | 9,193 | $1.5M |
| Haverford Trust Co | 0.02% | Reduce -0.7% | 9,131 | $1.5M |
| Quadrant Capital Group LLC | 0.12% | Add +45.1% | 9,090 | $1.5M |
| Kelman-Lazarov, Inc. | 0.29% | Reduce -3.3% | 9,047 | $1.5M |
| Redhawk Wealth Advisors, Inc. | 0.24% | Reduce -10.1% | 9,042 | $1.5M |
| 4Thought Financial Group Inc. | 0.97% | Reduce -83.2% | 9,020 | $1.5M |
| Patriot Investment Management Group, Inc. | 0.12% | Reduce -2.8% | 9,001 | $1.5M |
| Roffman Miller Associates Inc. | 0.10% | Reduce -0.5% | 8,945 | $1.5M |
| Seven Post Investment Office LP | 0.36% | No change | 8,945 | $1.5M |
| Imprint Wealth LLC | 0.35% | Add +151.7% | 8,943 | $1.5M |
| Geneos Wealth Management Inc. | 0.07% | Reduce -11.3% | 8,860 | $1.4M |
| Wimmer Associates 1, LLC | 0.76% | Reduce -0.8% | 8,841 | $1.4M |
| GenWealth Group, Inc. | 0.36% | Add +19.5% | 8,818 | $1.4M |
| Soltis Investment Advisors LLC | 0.16% | Add +33.4% | 8,764 | $1.4M |
| Howland Capital Management LLC | 0.07% | Reduce -0.5% | 8,742 | $1.4M |
| Diversify Advisory Services, LLC | 0.08% | — | 8,742 | $1.4M |
| WNY Asset Management, LLC | 0.22% | Add +1.3% | 8,697 | $1.4M |
| Summit Investment Advisory Services, LLC | 0.84% | Add +0.9% | 8,697 | $1.4M |
| Badgley Phelps Wealth Managers, LLC | 0.04% | Reduce -16.6% | 8,654 | $1.4M |
| Balentine LLC | 0.04% | Add +181.1% | 8,619 | $1.4M |
| Axxcess Wealth Management, LLC | 0.04% | Reduce -13.7% | 8,560 | $1.4M |
| Alera Investment Advisors, LLC | 0.19% | No change | 8,518 | $1.4M |
| PAX Financial Group, LLC | 0.28% | Reduce -2.5% | 8,486 | $1.4M |
| Spreng Capital Management, Inc. | 0.74% | Add +51.8% | 8,459 | $1.4M |
| Coppell Advisory Solutions Corp. | 0.26% | — | 8,452 | $1.4M |
| Embree Financial Group | 0.27% | Add +1.5% | 8,444 | $1.4M |
| SpiderRock Advisors, LLC | 0.04% | — | 8,653 | $1.4M |
| Sutton Place Investors LLC | 0.67% | Add +13.9% | 8,303 | $1.4M |
| Capital Advisors Wealth Management, LLC | 0.28% | Reduce -25.6% | 8,301 | $1.4M |
| Newman Dignan & Sheerar, Inc. | 0.36% | Reduce -4.9% | 8,259 | $1.3M |
| Merriman Wealth Management, LLC | 0.06% | Add +10.5% | 8,254 | $1.3M |
| Taylor Hoffman Wealth Management | 0.57% | No change | 8,248 | $1.3M |
| Lane & Associates LLC | 0.84% | Add +3.5% | 8,227 | $1.3M |
| Prosperity Consulting Group, LLC | 0.17% | Add +3.0% | 8,219 | $1.3M |
| Citadel Advisors | 0.00% | Reduce -11.7% | 8,181 | $1.3M |
| RS Crum Inc. | 0.36% | No change | 8,180 | $1.3M |
| Beacon Capital Management, LLC | 0.27% | Reduce -11.6% | 8,179 | $1.3M |
| Essex Bank | 0.39% | No change | 8,901 | $1.3M |
| Laird Norton Wetherby Wealth Management, LLC | 0.06% | Add +0.0% | 8,090 | $1.3M |
| Vident Advisory, LLC | 0.03% | Reduce -18.8% | 8,083 | $1.3M |
| Northwest Capital Management Inc | 0.42% | No change | 8,068 | $1.3M |
| Ritholtz Wealth Management | 0.05% | Add +11.8% | 8,066 | $1.3M |
| CRA Financial Services, LLC | 0.28% | Reduce -8.2% | 8,057 | $1.3M |
| First Bancorp, Inc | 0.99% | No change | 8,044 | $1.3M |
| Hoxton Planning & Management, LLC | 0.63% | Reduce -1.6% | 8,024 | $1.3M |
| Jaffetilchin Investment Partners, LLC | 0.12% | Add +8.9% | 8,011 | $1.3M |
| Manhattan West Asset Management, LLC | 0.31% | Reduce -1.8% | 7,968 | $1.3M |
| Team Hewins, LLC | 0.52% | Reduce -2.8% | 7,934 | $1.3M |
| FinTrust Capital Advisors, LLC | 0.25% | Reduce -0.1% | 7,852 | $1.3M |
| New England Private Wealth Advisors LLC | 0.22% | Add +0.3% | 7,847 | $1.3M |
| Carlson Capital Management | 0.06% | Reduce -94.5% | 7,824 | $1.3M |
| Taylor Financial Group, Inc. | 0.97% | Add +8.0% | 7,817 | $1.3M |
| Wolff Financial Management LLC | 0.37% | Add +10.2% | 7,806 | $1.3M |
| TAP Consulting, LLC | 0.28% | Reduce -11.2% | 7,777 | $1.3M |
| Wealth Alliance, LLC | 0.17% | Reduce -1.0% | 7,759 | $1.3M |
| Diversified, LLC | 0.17% | Reduce -4.4% | 7,692 | $1.3M |
| Key Financial Inc | 0.32% | No change | 7,630 | $1.2M |
| Galvin, Gaustad & Stein, LLC | 0.12% | Add +4.7% | 7,624 | $1.2M |
| Curran Financial Partners, LLC | 0.43% | Add +12.9% | 7,592 | $1.2M |
| Investments & Financial Planning, LLC | 0.84% | Reduce -3.9% | 7,565 | $1.2M |
| Compound Planning, Inc. | 0.11% | Reduce -2.2% | 7,539 | $1.2M |
| Keel Point, LLC | 0.13% | Reduce -2.1% | 7,539 | $1.2M |
| Florida Trust Wealth Management Co | 0.04% | Add +13.3% | 7,517 | $1.2M |
| St Germain D J Co. Inc. | 0.06% | Add +0.4% | 7,474 | $1.2M |
| Advocate Group LLC | 0.24% | No change | 7,467 | $1.2M |
| Joel Isaacson & Co., LLC | 0.07% | Add +84.6% | 7,432 | $1.2M |
| Roberts Glore & Co. Inc. | 0.36% | Reduce -4.0% | 7,397 | $1.2M |
| Guidance Capital, Inc. | 0.44% | Add +12.0% | 7,717 | $1.2M |
| Bowman & Co S.C. | 0.72% | Reduce -21.6% | 7,328 | $1.2M |
| GC Wealth Management RIA, LLC | 0.24% | New | 7,308 | $1.2M |
| Winthrop Advisory Group LLC | 0.17% | Add +14.3% | 7,265 | $1.2M |
| Moloney Securities Asset Management, LLC | 0.18% | Add +0.3% | 7,236 | $1.2M |
| Carolinas Wealth Consulting LLC | 0.23% | Add +5.7% | 7,183 | $1.2M |
| Wealthstream Advisors, Inc. | 0.44% | Add +31.1% | 7,173 | $1.2M |
| Curi Capital, LLC | 0.03% | Reduce -4.5% | 7,161 | $1.2M |
| Checchi Capital Advisers, LLC | 0.09% | Add +2.2% | 7,074 | $1.2M |
| Columbus Macro, LLC | 0.43% | No change | 7,000 | $1.1M |
| WASHINGTON TRUST Co | 0.04% | Add +11.9% | 6,996 | $1.1M |
| Mission Creek Capital Partners, Inc. | 0.30% | Add +0.3% | 6,984 | $1.1M |
| Lanark Financial, Inc. | 0.11% | Add +3.2% | 6,372 | $1.1M |
| Advance Capital Management, Inc. | 0.08% | Add +53.6% | 6,930 | $1.1M |
| Longview Financial Advisors, Inc. | 0.85% | Reduce -9.3% | 6,920 | $1.1M |
| Keystone Wealth Services, LLC | 0.37% | Reduce -20.1% | 6,919 | $1.1M |
| Sapient Capital LLC | 0.02% | Add +2.5% | 6,891 | $1.1M |
| Cozad Asset Management Inc. | 0.12% | Add +2.0% | 6,889 | $1.1M |
| Founders Financial Alliance, LLC | 0.34% | Add +61.3% | 6,889 | $1.1M |
| CIC Wealth, LLC | 0.33% | Add +2.5% | 6,876 | $1.1M |
| Gradient Capital Advisors, LLC | 0.41% | Reduce -0.4% | 6,866 | $1.1M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.03% | Add +1.3% | 6,846 | $1.1M |
| Kelly Financial Services LLC | 0.42% | Reduce -8.9% | 6,815 | $1.1M |
| Parkside Financial Bank & Trust | 0.18% | Add +1.0% | 6,804 | $1.1M |
| Shufro Rose & Co. LLC | 0.09% | Reduce -1.8% | 6,800 | $1.1M |
| Burns J W & Co. Inc. | 0.15% | Add +6.9% | 6,778 | $1.1M |
| Retirement Income Solutions, Inc. | 0.25% | Reduce -0.5% | 6,776 | $1.1M |
| Wallace Advisory Group, LLC | 0.83% | New | 7,379 | $1.1M |
| WP Advisors, LLC | 0.36% | Add +31.3% | 6,763 | $1.1M |
| Kraft, Davis & Associates, LLC | 0.33% | Reduce -61.6% | 6,825 | $1.1M |
| Wrapmanager Inc. | 0.30% | Reduce -0.2% | 6,728 | $1.1M |
| Scotia Capital Inc. | 0.01% | Add +17.3% | 6,725 | $1.1M |
| Ardent Capital Management, Inc. | 0.55% | No change | 6,700 | $1.1M |
| Endowment Wealth Management, Inc. | 0.81% | Add +184.9% | 6,678 | $1.1M |
| Bristlecone Advisors, LLC | 0.09% | Reduce -4.8% | 6,627 | $1.1M |
| Castlekeep Investment Advisors LLC | 0.78% | Reduce -8.1% | 6,623 | $1.1M |
| Zacks Investment Management | 0.01% | Add +51.4% | 7,298 | $1.1M |
| HBK Sorce Advisory LLC | 0.04% | Reduce -53.7% | 6,605 | $1.1M |
| FSA Wealth Management LLC | 0.47% | Add +1.4% | 6,605 | $1.1M |
| Diligent Investors, LLC | 0.27% | Reduce -1.5% | 6,591 | $1.1M |
| SVB Wealth LLC | 0.02% | Reduce -35.3% | 6,556 | $1.1M |
| Caitlin John, LLC | 0.81% | Add +23.5% | 6,550 | $1.1M |
| Vawter Financial, Ltd. | 0.77% | Add +12.0% | 6,527 | $1.1M |
| Global Financial Private Client, LLC | 0.46% | Add +2.3% | 6,543 | $1.1M |
| Hutchens & Kramer Investment Management Group, LLC | 0.63% | Reduce -2.5% | 6,528 | $1.1M |
| Financial Perspectives, Inc | 0.40% | Add +9.6% | 6,481 | $1.1M |
| Cibc World Market Inc. | 0.00% | Reduce -3.4% | 6,445 | $1.1M |
| American Trust | 0.09% | Reduce -22.0% | 6,406 | $1.0M |
| Foster & Motley Inc. | 0.07% | Add +7.7% | 6,303 | $1.0M |
| World Equity Group, Inc. | 0.21% | Add +9.5% | 6,296 | $1.0M |
| Country Club Bank | 0.07% | No change | 6,282 | $1.0M |
| Wealth Management Partners, LLC | 0.52% | Reduce -5.7% | 6,271 | $1.0M |
| TrueWealth Advisors, LLC | 0.39% | Reduce -3.8% | 6,231 | $1.0M |
| Evolution Wealth Advisors, LLC | 0.19% | No change | 6,212 | $1.0M |
| Montecito Bank & Trust | 0.20% | No change | 6,210 | $1.0M |
| Grey Street Capital, LLC | 0.14% | Add +0.6% | 6,195 | $1.0M |
| Brave Asset Management Inc. | 0.26% | Add +7.1% | 6,192 | $1.0M |
| Wealth Management Resources, Inc. | 0.28% | Add +27.2% | 6,154 | $1.0M |
| Rede Wealth, LLC | 0.42% | Reduce -41.7% | 6,138 | $1000K |
| Battery Global Advisors, LLC | 0.81% | No change | 6,113 | $996K |
| WMS Partners, LLC | 0.07% | Add +0.2% | 6,099 | $993K |
| Stonegate Investment Group, LLC | 0.03% | Add +24.2% | 6,091 | $992K |
| Peak Financial Management, Inc. | 0.31% | Add +6.4% | 6,051 | $985K |
| Urban Financial Advisory Corp | 0.60% | Add +0.6% | 6,015 | $980K |
| VeraBank, N.A. | 0.30% | No change | 5,996 | $977K |
| Hancock Whitney Corp. | 0.03% | No change | 5,985 | $975K |
| Barry Investment Advisors, LLC | 0.32% | Reduce -5.8% | 5,969 | $972K |
| Texas Capital Bank Wealth Management Services Inc | 0.11% | Add +8.8% | 5,965 | $971K |
| Norden Group LLC | 0.20% | New | 5,963 | $971K |
| Private Client Services, LLC | 0.65% | No change | 5,962 | $971K |
| Silver Oak Securities, Incorporated | 0.15% | Reduce -9.9% | 5,943 | $968K |
| Armbruster Capital Management, Inc. | 0.21% | No change | 5,929 | $966K |
| EFG Asset Management (Americas) Corp. | 0.29% | No change | 5,925 | $965K |
| Hill Investment Group Partners, LLC | 0.14% | Reduce -8.1% | 5,922 | $964K |
| Fisher Asset Management | 0.00% | Reduce -22.9% | 5,919 | $964K |
| Continuum Wealth Advisors, LLC | 0.54% | Reduce -65.7% | 5,879 | $957K |
| Lam Group, Inc. | 0.78% | Reduce -0.8% | 5,870 | $956K |
| Cannon Financial Strategists, Inc. | 0.19% | Add +13.4% | 5,858 | $954K |
| Keener Financial Planning LLC | 0.65% | Add +2.7% | 5,834 | $951K |
| Institutional & Family Asset Management, LLC | 0.15% | Add +3.1% | 5,819 | $948K |
| Unconventional Investor, LLC | 0.68% | Add +0.6% | 5,796 | $944K |
| Alaska Wealth Advisors, LLC | 0.14% | Add +5.5% | 5,793 | $943K |
| Meeder Advisory Services, Inc. | 0.10% | Reduce -16.5% | 5,787 | $942K |
| MB Generational Wealth, LLC | 0.74% | Reduce -41.3% | 3,391 | $941K |
| First National Trust Co | 0.04% | Reduce -13.4% | 5,775 | $941K |
| Daymark Wealth Partners, LLC | 0.05% | Add +16.9% | 5,773 | $940K |
| Abbot Financial Management, Inc. | 0.52% | Reduce -0.4% | 5,766 | $939K |
| Chatham Capital Group, Inc. | 0.17% | Add +2.1% | 5,760 | $938K |
| Dana Investment Advisors, Inc. | 0.03% | Reduce -8.4% | 5,756 | $937K |
| Pinnacle Bancorp, Inc. | 0.28% | Reduce -0.1% | 5,729 | $933K |
| Waterfront Wealth Inc. | 0.26% | Reduce -10.7% | 5,912 | $931K |
| Harmony Asset Management LLC | 0.38% | New | 5,716 | $931K |
| Atticus Wealth Management, LLC | 0.30% | Reduce -0.1% | 5,714 | $931K |
| 626 Financial, LLC | 0.56% | Reduce -14.4% | 5,713 | $930K |
| SignalPoint Asset Management, LLC | 0.26% | Reduce -1.3% | 5,707 | $929K |
| Thompson Davis & Co., Inc. | 0.63% | Reduce -13.0% | 5,706 | $929K |
| CGC Financial Services, LLC | 0.49% | No change | 5,692 | $927K |
| Berkeley Capital Partners, LLC | 0.28% | Reduce -86.2% | 5,668 | $923K |
| Johnson Financial Group, Inc. | 0.05% | Reduce -1.5% | 5,659 | $922K |
| Gould Asset Management LLC | 0.22% | Reduce -3.3% | 5,654 | $921K |
| Vise Technologies, Inc. | 0.18% | Reduce -44.6% | 5,638 | $918K |
| Inspirion Wealth Advisors, LLC | 0.15% | No change | 5,629 | $917K |
| Selective Wealth Management, Inc. | 0.40% | New | 5,773 | $917K |
| High Net Worth Advisory Group LLC | 0.29% | New | 5,621 | $916K |
| JT Stratford LLC | 0.18% | Add +2.0% | 5,619 | $915K |
| Rothschild Wealth LLC | 0.32% | — | 5,607 | $913K |
| Alesco Advisors, LLC, An ESL Co | 0.03% | Reduce -0.1% | 5,582 | $909K |
| Redwood Financial Network Corp | 0.79% | Reduce -6.8% | 5,574 | $908K |
| TFC Financial Management, Inc. | 0.16% | Add +0.1% | 5,541 | $902K |
| Sugarloaf Wealth Management, LLC | 0.19% | Add +7.9% | 5,538 | $902K |
| Cobblestone Capital Advisors LLC | 0.06% | Reduce -0.8% | 5,530 | $901K |
| Canvas Wealth Advisors, LLC | 0.30% | Reduce -10.2% | 5,816 | $899K |
| GM Advisory Group, LLC | 0.06% | Add +0.1% | 5,512 | $898K |
| Patron Partners, LLC | 0.54% | Add +1.9% | 5,487 | $894K |
| Silver Oak Advisory Group, Inc. | 0.50% | Add +0.1% | 5,454 | $889K |
| Bison Wealth, LLC | 0.14% | No change | 5,448 | $887K |
| GAMMA Investing LLC | 0.18% | Add +166.0% | 5,376 | $876K |
| Sandy Spring Bank | 0.04% | Add +45.8% | 5,359 | $873K |
| Walkner Condon Financial Advisors LLC | 0.18% | Reduce -9.8% | 5,356 | $872K |
| Headinvest, LLC | 0.17% | Add +9.0% | 5,351 | $871K |
| Procyon Advisors, LLC | 0.07% | Add +20.9% | 5,349 | $871K |
| Ferguson Wellman Capital Management, Inc. | 0.02% | Reduce -37.6% | 5,333 | $869K |
| Monterey Private Wealth, Inc. | 0.35% | Reduce -7.6% | 5,318 | $866K |
| Mogy Joel R Investment Counsel Inc. | 0.06% | Add +6.0% | 5,316 | $866K |
| Total Clarity Wealth Management, Inc. | 0.30% | Add +22.9% | 5,309 | $865K |
| CVA Family Office, LLC | 0.15% | Add +0.0% | 5,281 | $860K |
| Capital Management Associates, Inc | 0.63% | Reduce -0.5% | 5,241 | $854K |
| Bedel Financial Consulting, Inc. | 0.13% | Add +0.5% | 5,241 | $854K |
| C M Bidwell & Associates Ltd. | 0.58% | Reduce -0.0% | 5,240 | $853K |
| Salem Investment Counselors Inc. | 0.03% | Reduce -8.4% | 5,225 | $851K |
| Brown Miller Wealth Management, LLC | 0.37% | Add +4.0% | 5,220 | $850K |
| Pinnacle Financial Group, LLC / IL | 0.37% | Add +1.7% | 5,213 | $849K |
| Root Financial Partners, LLC | 0.25% | Reduce -13.5% | 5,208 | $848K |
| Stelac Advisory Services LLC | 0.40% | Add +61.2% | 5,200 | $847K |
| Forum Financial Management, LP | 0.01% | Reduce -5.9% | 5,174 | $843K |
| Clark Capital Management Group, Inc. | 0.01% | Add +4.2% | 5,169 | $842K |
| Squire Investment Management Company, LLC | 0.53% | Add +4.0% | 5,142 | $837K |
| Pecaut & Co. | 0.31% | Reduce -11.5% | 5,121 | $834K |
| Trust Co. of Vermont | 0.05% | No change | 5,079 | $827K |
| Talisman Wealth Advisors LLC | 1.04% | Add +0.5% | 5,074 | $826K |
| Cohen Investment Advisors LLC | 0.53% | Add +1.0% | 5,053 | $823K |
| Onyx Bridge Wealth Group LLC | 0.15% | Add +17.1% | 5,210 | $823K |
| Security National Bank of So Dak | 0.49% | Add +23.9% | 5,039 | $821K |
| Heritage Investment Group, Inc. | 0.11% | Add +14.0% | 5,009 | $816K |
| Boston Partners | 0.00% | Reduce -57.6% | 5,001 | $814K |
| FSA Advisors, Inc. | 0.87% | Reduce -8.8% | 4,984 | $812K |
| Archvest Wealth Advisors, Inc. | 0.57% | Add +5.8% | 4,976 | $807K |
| Ashford Advisors, LLC | 0.20% | Reduce -91.4% | 4,949 | $806K |
| Raleigh Capital Management Inc. | 0.35% | Add +2.9% | 4,938 | $804K |
| Ironwood Financial, llc | 0.18% | Add +21.1% | 4,935 | $804K |
| apricus wealth, LLC | 0.57% | Reduce -2.1% | 4,935 | $804K |
| Fort Sheridan Advisors LLC | 0.15% | Add +2.7% | 4,934 | $803K |
| Jackson, Grant Investment Advisers, Inc. | 0.33% | Add +1.2% | 4,932 | $803K |
| Linscomb Wealth, Inc. | 0.04% | Reduce -3.4% | 4,924 | $802K |
| Hilltop Holdings Inc. | 0.09% | Add +34.4% | 4,898 | $798K |
| Tudor Investment Corporation | 0.01% | Add +193.0% | 4,893 | $797K |
| SageView Advisory Group, LLC | 0.04% | Reduce -90.7% | 5,093 | $796K |
| Ally Invest Advisors Inc. | 0.08% | Add +9.8% | 4,881 | $795K |
| Cypress Capital, LLC | 0.22% | Add +81.6% | 4,878 | $794K |
| Orcam Financial Group | 0.87% | Add +61.1% | 4,874 | $794K |
| Weaver Consulting Group | 0.29% | No change | 4,843 | $789K |
| Kohmann Bosshard Financial Services, LLC | 0.11% | No change | 4,817 | $785K |
| Archer Investment Corp | 0.24% | Reduce -1.3% | 4,804 | $783K |
| FC Advisory LLC | 0.29% | Add +2.1% | 4,798 | $781K |
| Northstar Advisory Group, LLC | 0.47% | Reduce -0.7% | 4,850 | $781K |
| Howe & Rusling Inc. | 0.07% | Reduce -14.6% | 4,786 | $779K |
| Callan Capital, LLC | 0.07% | No change | 4,772 | $777K |
| Dearborn Partners LLC | 0.03% | Add +134.0% | 4,761 | $775K |
| Investmark Advisory Group LLC | 0.42% | Add +4.1% | 4,751 | $774K |
| HC Advisors, LLC | 0.37% | No change | 4,738 | $772K |
| Northwest Bancshares, Inc. | 0.12% | Reduce -17.4% | 4,737 | $771K |
| Balyasny Asset Management L.P. | 0.00% | New | 4,712 | $767K |
| Proficio Capital Partners LLC | 0.08% | No change | 4,690 | $764K |
| Trail Ridge Investment Advisors, LLC | 0.43% | Reduce -14.2% | 4,683 | $763K |
| Fiduciary Trust Co | 0.01% | Reduce -14.7% | 4,683 | $763K |
| Rf&l Wealth Management, LLC | 0.59% | Add +0.2% | 4,682 | $763K |
| Townsend Asset Management Corp. /NC/ | 0.30% | Reduce -1.5% | 4,666 | $760K |
| Conservest Capital Advisors, Inc. | 0.08% | Reduce -1.5% | 4,652 | $758K |
| Allie Family Office LLC | 0.44% | Add +42.5% | 4,630 | $754K |
| American Money Management, LLC | 0.16% | Reduce -2.0% | 4,588 | $747K |
| Prudential PLC | 0.01% | Reduce -77.5% | 4,587 | $747K |
| Trilogy Capital Inc. | 0.04% | Reduce -13.1% | 4,571 | $744K |
| American National Bank & Trust | 0.10% | Add +18.2% | 4,565 | $743K |
| Bremer Bank National Association | 0.14% | No change | 4,558 | $742K |
| Beese Fulmer Investment Management, Inc. | 0.07% | Reduce -1.0% | 4,542 | $740K |
| Verity Asset Management, Inc. | 0.41% | Reduce -23.7% | 4,541 | $740K |
| Barnes Pettey Financial Advisors, LLC | 0.64% | Reduce -53.9% | 4,519 | $736K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | Reduce -25.7% | 4,671 | $734K |
| Halbert Hargrove Global Advisors, LLC | 0.05% | Reduce -13.8% | 4,498 | $733K |
| Hartford Funds Management Co LLC | 0.07% | Reduce -16.6% | 4,496 | $732K |
| Summit Financial Strategies, Inc. | 0.10% | Reduce -0.5% | 4,473 | $728K |
| Stokes Family Office, LLC | 0.09% | Add +0.6% | 4,457 | $726K |
| TNF LLC | 0.29% | Reduce -1.5% | 4,574 | $724K |
| Capital Advisors Inc. | 0.02% | Add +69.0% | 4,439 | $723K |
| Latitude Advisors, LLC | 0.45% | Add +4.3% | 4,434 | $722K |
| Icon Wealth Advisors, LLC | 0.07% | Add +0.1% | 4,424 | $720K |
| Curtis Advisory Group, LLC | 0.28% | Reduce -13.6% | 4,412 | $719K |
| Summit Wealth Partners, LLC | 0.15% | Reduce -9.1% | 4,397 | $716K |
| Allred Capital Management, LLC | 0.28% | Add +0.3% | 4,391 | $715K |
| Boston Financial Mangement LLC | 0.02% | Reduce -1.9% | 4,388 | $715K |
| TCI Wealth Advisors, Inc. | 0.07% | Reduce -11.1% | 4,388 | $715K |
| TrinityPoint Wealth, LLC | 0.12% | Add +2.6% | 4,384 | $714K |
| Boston Mountain Money Management Inc. | 0.49% | — | 4,376 | $713K |
| Rather & Kittrell, Inc. | 0.21% | Add +47.0% | 4,367 | $711K |
| NCM Capital Management, LLC | 0.40% | No change | 4,365 | $711K |
| Acorn Wealth Advisors, LLC | 0.37% | Reduce -28.6% | 4,355 | $709K |
| Absolute Capital Management, LLC | 0.45% | Add +13.0% | 4,350 | $708K |
| Tidal Investments LLC | 0.01% | Add +96.4% | 4,344 | $707K |
| Horizon Investment Services, LLC | 0.34% | Reduce -21.3% | 4,323 | $704K |
| Silver Coast Investments LLC | 0.29% | New | 4,316 | $703K |
| Naviter Wealth, LLC | 0.11% | Reduce -1.1% | 4,311 | $702K |
| Twin City Private Wealth, LLC | 0.69% | — | 4,309 | $702K |
| Guardian Asset Advisors, LLC | 0.58% | Add +0.3% | 4,300 | $700K |
| Arrowroot Family Office, LLC | 0.45% | Add +2.2% | 4,276 | $696K |
| RPG Investment Advisory, LLC | 0.10% | Reduce -2.7% | 4,262 | $694K |
| Richard W. Paul & Associates, LLC | 0.28% | Reduce -5.9% | 4,260 | $694K |
| Modern Wealth Management, LLC | 0.06% | New | 4,248 | $692K |
| Fairman Group, LLC | 0.65% | Reduce -2.0% | 4,246 | $691K |
| AMG National Trust Bank | 0.02% | Add +0.3% | 4,233 | $689K |
| McNamara Financial Services, Inc. | 0.15% | Reduce -1.6% | 4,226 | $688K |
| FSC Wealth Advisors, LLC | 0.48% | Add +35.6% | 4,201 | $684K |
| Klingman & Associates, LLC | 0.05% | Add +4.9% | 4,182 | $681K |
| Meridian Management Co. | 0.19% | Add +33.8% | 4,182 | $681K |
| Kathleen S. Wright Associates Inc. | 0.32% | No change | 4,180 | $681K |
| First Community Trust NA | 0.64% | No change | 4,178 | $680K |
| Gerber Kawasaki Wealth & Investment Management | 0.04% | Add +7.3% | 4,142 | $675K |
| Kitching Partners, LLC | 1.28% | Add +5.6% | 4,141 | $674K |
| Baker Ellis Asset Management LLC | 0.10% | No change | 4,140 | $674K |
| FAS Wealth Partners, Inc. | 0.06% | Add +11.7% | 4,130 | $673K |
| ARK & TLK Investments, LLC | 0.26% | Reduce -22.1% | 4,110 | $669K |
| Clarity Capital Partners LLC | 0.44% | No change | 4,103 | $668K |
| Essex Private Wealth Management, LLC | 1.89% | No change | 4,093 | $667K |
| ACR Alpine Capital Research, LLC | 0.02% | Reduce -0.7% | 4,089 | $666K |
| Chapin Davis, Inc. | 0.24% | New | 4,086 | $665K |
| Apollon Financial, LLC | 0.23% | Reduce -39.3% | 4,065 | $662K |
| Obermeyer Wealth Partners | 0.04% | Add +2.3% | 4,060 | $661K |
| Indiana Trust & Investment Management Co | 0.27% | No change | 4,053 | $660K |
| FineMark National Bank & Trust | 0.02% | Add +0.4% | 4,026 | $656K |
| Syntal Capital Partners, LLC | 6.53% | New | 4,020 | $655K |
| Means Investment Co., Inc. | 0.08% | Add +8.0% | 4,010 | $653K |
| Brown, Lisle/Cummings, Inc. | 0.22% | Reduce -4.8% | 3,997 | $651K |
| Caldwell Sutter Capital, Inc. | 0.31% | Add +2.9% | 3,968 | $646K |
| Gilbert & Cook, Inc. | 0.09% | Reduce -21.3% | 3,962 | $645K |
| Gradient Investments LLC | 0.01% | Add +10.2% | 3,961 | $645K |
| Strategic Wealth Partners, Ltd. | 0.07% | Reduce -12.9% | 3,952 | $644K |
| Triangle Securities Wealth Management | 0.18% | Reduce -0.5% | 3,947 | $643K |
| Bouchey Financial Group, Ltd. | 0.06% | Add +7.7% | 3,942 | $642K |
| Garland Capital Management Inc. | 0.42% | No change | 3,934 | $641K |
| Veltria Advisors Corp. | 0.17% | Reduce -98.2% | 3,932 | $640K |
| Westmount Partners, LLC | 0.23% | Add +84.8% | 3,930 | $640K |
| Institute for Wealth Management, LLC. | 0.08% | Reduce -8.3% | 3,927 | $640K |
| One Wealth Advisors, LLC | 0.11% | No change | 3,920 | $638K |
| 1900 Wealth Management LLC | 0.06% | No change | 3,919 | $638K |
| Shira Ridge Wealth Management | 0.36% | Add +7.8% | 3,862 | $629K |
| Denver PWM, LLC | 0.24% | Reduce -92.9% | 3,894 | $623K |
| Bank of New Hampshire | 0.16% | No change | 3,822 | $622K |
| Lincoln Capital LLC | 0.14% | Add +1.7% | 3,809 | $620K |
| Colonial River Investments, LLC | 0.35% | Reduce -0.9% | 3,805 | $620K |
| Tanglewood Legacy Advisors, LLC | 0.30% | No change | 3,801 | $619K |
| LMG Wealth Partners, LLC | 0.15% | Add +2.3% | 3,758 | $612K |
| Rain Capital Management, LLC | 0.41% | Reduce -40.5% | 3,758 | $612K |
| Beam Wealth Advisors, Inc. | 0.37% | Add +3.8% | 3,754 | $611K |
| Treynor Bancshares, Inc. | 0.35% | No change | 3,739 | $609K |
| Tarbox Family Office, Inc. | 0.11% | Add +3.1% | 3,737 | $609K |
| Windsor Capital Management, LLC | 0.19% | Reduce -0.6% | 3,732 | $608K |
| Total Investment Management Inc. | 0.08% | Reduce -21.0% | 3,718 | $606K |
| NFSG Corp | 0.26% | Reduce -37.6% | 3,701 | $603K |
| Life Planning Partners, Inc | 0.60% | Reduce -12.1% | 3,676 | $599K |
| Red Door Wealth Management, LLC | 0.12% | No change | 3,675 | $599K |
| SouthState Bank Corp | 0.05% | Add +7.2% | 3,669 | $598K |
| Tilson Financial Group, Inc. | 0.32% | Reduce -9.6% | 3,661 | $596K |
| Glen Eagle Advisors, LLC | 0.11% | Add +0.2% | 3,659 | $596K |
| Fort Point Capital Partners LLC | 0.08% | Add +0.3% | 3,647 | $594K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -12.1% | 3,631 | $591K |
| Hall Capital Management Co. Inc. | 0.29% | Reduce -1.4% | 3,623 | $590K |
| 180 Wealth Advisors, LLC | 0.11% | Add +7.7% | 3,615 | $589K |
| DDD Partners, LLC | 0.07% | Reduce -5.0% | 3,605 | $587K |
| Fort Pitt Capital Group, LLC | 0.02% | Reduce -15.8% | 3,599 | $586K |
| Confluence Wealth Services, Inc. | 0.05% | Add +1.2% | 3,595 | $585K |
| HBW Advisory Services LLC | 0.11% | No change | 3,891 | $582K |
| Lumbard & Kellner, LLC | 0.28% | Reduce -13.2% | 3,565 | $581K |
| Planned Solutions, Inc. | 0.28% | No change | 3,563 | $580K |
| Corepath Wealth Partners LLC | 0.64% | Reduce -74.1% | 3,658 | $579K |
| Emergent Wealth Advisors, LLC | 0.50% | Reduce -7.0% | 3,545 | $577K |
| Eagle Global Advisors LLC | 0.03% | No change | 3,545 | $577K |
| Detalus Advisors, LLC | 0.21% | Reduce -16.2% | 3,539 | $576K |
| Certuity, LLC | 0.05% | Reduce -0.4% | 3,508 | $571K |
| Rockwood Wealth Management, LLC | 0.07% | Reduce -6.7% | 3,508 | $571K |
| Sunbelt Securities, Inc. | 0.06% | Add +2.1% | 3,503 | $571K |
| Carl P. Sherr & Co., LLC | 0.32% | Reduce -6.4% | 3,502 | $570K |
| SJS Investment Consulting Inc. | 0.11% | Reduce -2.8% | 3,500 | $570K |
| Wesbanco Bank Inc. | 0.02% | Reduce -11.4% | 3,486 | $568K |
| Kavar Capital Partners Group, LLC | 0.10% | Reduce -48.7% | 3,485 | $568K |
| Busey Bank | 0.02% | No change | 3,483 | $567K |
| Patriot Financial Group Insurance Agency, LLC | 0.09% | Reduce -19.9% | 3,477 | $566K |
| Kingswood Wealth Advisors, LLC | 0.07% | Reduce -10.7% | 3,471 | $565K |
| Balanced Rock Investment Advisors LLC | 0.48% | Reduce -43.9% | 3,466 | $564K |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -6.7% | 3,446 | $561K |
| Stonebridge Financial Planning Group, LLC | 0.30% | Add +3.6% | 3,440 | $560K |
| Prosperity Financial Group, Inc. | 0.35% | Add +9.6% | 3,436 | $560K |
| Virtue Capital Management, LLC | 0.10% | Add +0.7% | 3,539 | $556K |
| Hamilton Point Investment Advisors, LLC | 0.11% | No change | 3,400 | $554K |
| ING Groep NV | 0.00% | Reduce -72.9% | 3,392 | $552K |
| Cornerstone Advisors Asset Management, LLC | 0.19% | Reduce -15.5% | 3,380 | $550K |
| Whitaker-Myers Wealth Managers, LTD. | 0.23% | Reduce -27.4% | 3,380 | $550K |
| VPR Management LLC | 0.15% | No change | 3,350 | $546K |
| Fairhaven Wealth Management, LLC | 0.19% | No change | 3,341 | $544K |
| Ullmann Wealth Partners Group, LLC | 0.08% | Reduce -0.0% | 3,339 | $544K |
| Private Management Group Inc. | 0.02% | Add +58.5% | 3,328 | $542K |
| Syntegra Private Wealth Group, LLC | 0.07% | Reduce -4.3% | 3,326 | $542K |
| Capital Group Private Client Services, Inc. | 0.01% | Reduce -41.9% | 3,325 | $542K |
| Luminvest Wealth Management LLC | 0.34% | Reduce -0.5% | 3,130 | $541K |
| SC&H Financial Advisors, Inc. | 0.14% | Reduce -24.5% | 3,320 | $541K |
| Calamos Wealth Management LLC | 0.03% | No change | 3,320 | $541K |
| Atlantic Union Bankshares Corp | 0.05% | Add +35.8% | 3,317 | $540K |
| Ausdal Financial Partners, Inc. | 0.06% | Reduce -5.2% | 3,310 | $539K |
| Legacy Private Trust Co. | 0.04% | Reduce -1.2% | 3,309 | $539K |
| Cypress Wealth Services, LLC | 0.12% | No change | 3,288 | $535K |
| Financial Gravity Asset Management, Inc. | 0.15% | Reduce -0.5% | 3,581 | $535K |
| Freestone Capital Holdings, LLC | 0.02% | Add +16.6% | 3,277 | $534K |
| SilverOak Wealth Management LLC | 0.13% | Add +12.6% | 3,265 | $532K |
| Pekin Hardy Strauss, Inc. | 0.07% | Add +23.9% | 3,251 | $529K |
| Titleist Asset Management, LLC | 0.09% | New | 3,249 | $529K |
| Towercrest Capital Management | 0.09% | No change | 3,228 | $526K |
| Central Valley Advisors, LLC | 0.27% | Add +0.8% | 3,226 | $525K |
| Sachem Hill LLC | 0.12% | Reduce -25.3% | 3,226 | $525K |
| Yoder Wealth Management, Inc. | 0.34% | No change | 3,218 | $524K |
| Highland Financial Advisors, LLC | 0.21% | Add +1.4% | 3,214 | $523K |
| Hartline Investment Corp./ | 0.09% | New | 3,192 | $520K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.09% | Reduce -0.4% | 3,192 | $520K |
| First International Bank & Trust | 0.18% | Reduce -0.9% | 3,190 | $520K |
| Colonial Trust Co / SC | 0.10% | Reduce -3.4% | 3,190 | $520K |
| Bogart Wealth, LLC | 0.03% | Add +0.0% | 3,184 | $519K |
| Allegheny Financial Group | 0.16% | Reduce -9.6% | 3,181 | $518K |
| Sage Financial Management Group, Inc. | 0.25% | No change | 3,180 | $518K |
| Altiora Financial Group, LLC | 0.14% | No change | 3,172 | $517K |
| Evercore Wealth Management, LLC | 0.01% | Reduce -56.4% | 3,170 | $516K |
| Peoples Financial Services Corp. | 0.22% | No change | 3,159 | $514K |
| Wealth Quarterback LLC | 0.29% | Add +0.5% | 3,150 | $513K |
| Leading Edge Financial Planning LLC | 0.23% | Reduce -1.4% | 3,148 | $513K |
| Marco Investment Management LLC | 0.05% | No change | 3,136 | $511K |
| Cladis Investment Advisory, LLC | 0.37% | Reduce -6.7% | 3,128 | $509K |
| Wilmington Savings Fund Society, FSB | 0.02% | — | 3,128 | $509K |
| Moseley Investment Management Inc. | 0.25% | Reduce -19.1% | 3,125 | $509K |
| Tenon Financial LLC | 0.43% | — | 3,113 | $507K |
| Glassman Wealth Services | 0.10% | Add +0.6% | 3,106 | $506K |
| Traphagen Investment Advisors LLC | 0.05% | Add +0.1% | 3,103 | $505K |
| Philadelphia Trust Co. | 0.04% | No change | 3,091 | $503K |
| Petra Financial Advisors Inc. | 0.37% | Add +0.0% | 3,293 | $503K |
| Traynor Capital Management, Inc. | 0.05% | Reduce -0.6% | 3,064 | $499K |
| Stratos Investment Management, LLC | 0.05% | Add +0.9% | 3,063 | $499K |
| GSG Advisors LLC | 0.18% | Reduce -58.0% | 3,093 | $499K |
| Mason Investment Advisory Services, Inc. | 0.03% | Add +3.2% | 3,060 | $498K |
| Capital Investment Counsel, LLC | 0.11% | Add +70.7% | 3,043 | $496K |
| Holland Advisory Services, Inc. | 0.54% | Add +0.6% | 3,029 | $493K |
| Legacy Financial Group LLC | 0.10% | New | 2,995 | $488K |
| Weatherly Asset Management L. P. | 0.05% | No change | 2,994 | $488K |
| Burney Co./ | 0.02% | Add +2.6% | 2,984 | $486K |
| Breakwater Investment Management | 0.22% | — | 2,983 | $486K |
| German American Bancorp, Inc. | 0.06% | No change | 2,979 | $485K |
| First National Advisers, LLC | 0.11% | Add +0.3% | 2,969 | $484K |
| Ballast, Inc. | 0.15% | Add +4.6% | 2,967 | $483K |
| Baron Wealth Management LLC | 0.26% | Add +82.6% | 2,966 | $483K |
| Pacific Sage Partners, LLC | 0.12% | No change | 2,959 | $482K |
| CM Wealth Advisors LLC | 0.14% | No change | 3,023 | $482K |
| Millington Financial Advisors, LLC | 0.34% | Add +0.9% | 2,951 | $481K |
| L. Roy Papp & Associates, LLP | 0.06% | Reduce -0.1% | 2,947 | $480K |
| Gerber, LLC | 0.40% | Add +26.7% | 2,938 | $478K |
| DGS Capital Management, LLC | 0.14% | Add +17.9% | 2,931 | $477K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.20% | Add +43.8% | 3,017 | $477K |
| Meritage Portfolio Management | 0.03% | Reduce -9.4% | 2,923 | $476K |
| Quadcap Wealth Management, LLC | 0.11% | Reduce -4.2% | 2,895 | $472K |
| Sentinel Pension Advisors, LLC | 0.10% | Add +2.5% | 2,886 | $470K |
| Allen Capital Group, LLC | 0.07% | Reduce -3.8% | 2,885 | $470K |
| Goldstein Advisors, LLC | 0.08% | Reduce -0.2% | 2,876 | $468K |
| LaFleur & Godfrey LLC | 0.07% | Add +49.4% | 2,857 | $465K |
| Activest Wealth Management | 0.22% | Add +6.3% | 2,855 | $465K |
| Cambridge Advisors Inc. | 0.11% | No change | 2,850 | $464K |
| Caldwell Trust Co | 0.05% | Reduce -11.8% | 2,845 | $463K |
| Meridian Wealth Advisors, LLC | 0.09% | No change | 2,841 | $463K |
| Crescent Grove Advisors, LLC | 0.05% | Add +16.8% | 2,839 | $462K |
| Patton Albertson Miller Group, LLC | 0.07% | Reduce -0.1% | 2,835 | $462K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 2,833 | $461K |
| Hibernia Wealth Partners, LLC | 0.31% | Add +21.1% | 2,832 | $461K |
| Ironwood Investment Counsel, LLC | 0.08% | Add +36.5% | 2,807 | $457K |
| Center For Asset Management LLC | 0.37% | Reduce -5.7% | 2,805 | $457K |
| tru Independence LLC | 0.13% | Reduce -2.2% | 2,802 | $456K |
| Everpar Advisors LLC | 0.28% | Reduce -39.0% | 2,795 | $455K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -59.5% | 2,478 | $455K |
| Cultivar Capital, Inc. | 0.39% | No change | 2,789 | $454K |
| Graypoint LLC | 0.03% | Reduce -0.4% | 2,787 | $454K |
| J. W. Coons Advisors, LLC | 0.08% | Add +0.1% | 2,775 | $452K |
| Fiduciary Group, LLC | 0.05% | Add +9.4% | 2,775 | $452K |
| Fiduciary Family Office, LLC | 0.18% | Reduce -24.9% | 2,768 | $451K |
| Cape Cod Five Cents Savings Bank | 0.04% | Add +22.1% | 2,766 | $450K |
| Coordinated Financial Services, Inc. | 0.40% | — | 2,764 | $450K |
| TruNorth Capital Management, LLC | 0.15% | — | 2,737 | $446K |
| Hilltop Wealth Advisors, LLC | 0.23% | Reduce -2.5% | 2,726 | $444K |
| Robinson Smith Wealth Advisors LLC | 0.43% | Reduce -0.2% | 2,718 | $443K |
| First National Bank of Mount Dora, Trust Investment Services | 0.11% | No change | 2,708 | $441K |
| Discipline Wealth Solutions, LLC | 0.41% | Reduce -43.6% | 2,709 | $439K |
| First Business Financial Services, Inc. | 0.05% | No change | 2,689 | $438K |
| Alliance Wealth Management Group | 0.13% | No change | 2,676 | $436K |
| Fusion Family Wealth, LLC | 0.05% | Add +17.3% | 2,670 | $435K |
| Colton Groome Financial Advisors, LLC | 0.17% | Reduce -11.6% | 2,665 | $434K |
| Patten Group, Inc. | 0.11% | Add +10.2% | 2,658 | $433K |
| Summit Global Investments | 0.03% | New | 2,652 | $432K |
| Cannell & Spears LLC | 0.01% | New | 2,651 | $432K |
| Continental Investors Services, Inc. | 1.02% | Add +1.5% | 2,647 | $429K |
| Blue Chip Partners, LLC | 0.04% | Add +0.6% | 2,601 | $424K |
| Thor Investment Management Inc. /Oh/ | 0.34% | No change | 2,600 | $423K |
| Fulton Bank, N.A. | 0.02% | Reduce -5.1% | 2,589 | $422K |
| Toews Corp. | 0.07% | Reduce -7.1% | 2,581 | $420K |
| Dopkins Wealth Management, LLC | 0.25% | Add +6.8% | 2,576 | $419K |
| Collaborative Wealth Managment Inc. | 0.21% | Add +0.9% | 2,573 | $419K |
| Summit Asset Management, LLC | 0.05% | No change | 2,568 | $418K |
| LRI Investments, LLC | 0.11% | — | 2,567 | $418K |
| Libra Wealth LLC | 0.18% | Reduce -3.2% | 2,564 | $418K |
| Thomasville National Bank | 0.03% | Reduce -8.7% | 2,563 | $417K |
| Edgestream Partners, L.P. | 0.02% | Reduce -63.7% | 2,555 | $416K |
| Opal Wealth Advisors, LLC | 0.14% | Add +0.2% | 2,552 | $416K |
| Spinnaker Trust | 0.03% | Add +66.4% | 2,538 | $413K |
| Integral Investment Advisors, Inc. | 0.17% | New | 2,541 | $413K |
| Bryant Woods Investment Advisors, LLC | 0.24% | No change | 2,532 | $412K |
| Fortis Capital Advisors, LLC | 0.17% | New | 2,524 | $411K |
| Carson Advisory Inc. | 0.29% | Add +1.3% | 2,522 | $411K |
| Austin Wealth Management, LLC | 0.10% | Add +7.6% | 2,527 | $410K |
| Next Capital Management LLC | 0.17% | Add +2.0% | 2,511 | $409K |
| Hemenway Trust Co LLC | 0.04% | No change | 2,500 | $407K |
| FWL Investment Management, LLC | 0.22% | Reduce -2.2% | 2,499 | $407K |
| Oakworth Capital, Inc. | 0.03% | Add +8.1% | 2,489 | $405K |
| Sfmg, LLC | 0.03% | No change | 2,475 | $403K |
| Cidel Asset Management Inc. | 0.03% | No change | 2,475 | $403K |
| LexAurum Advisors, LLC | 0.10% | Add +0.0% | 2,474 | $403K |
| MKT Advisors LLC | 0.22% | Add +10.6% | 2,533 | $402K |
| Hoey Investments, Inc. | 0.09% | Reduce -8.8% | 2,469 | $402K |
| Kingfisher Capital LLC | 0.10% | Add +0.7% | 2,458 | $400K |
| NewSquare Capital LLC | 0.04% | Add +11581.0% | 2,453 | $399K |
| BetterWealth, LLC | 0.13% | No change | 2,452 | $399K |
| Swmg, LLC | 0.18% | Reduce -10.9% | 2,450 | $399K |
| O'ROURKE & COMPANY, Inc | 0.23% | Add +0.3% | 2,453 | $399K |
| Garrison Point Advisors, LLC | 0.26% | No change | 2,441 | $398K |
| Headlands Technologies LLC | 0.10% | New | 2,428 | $395K |
| WealthPLAN Partners, LLC | 0.04% | Reduce -16.2% | 2,414 | $393K |
| Mathes Company, Inc. | 0.15% | No change | 2,413 | $393K |
| NorthRock Partners, LLC | 0.02% | Reduce -2.1% | 2,413 | $393K |
| Almanack Investment Partners, LLC. | 0.07% | Add +0.8% | 2,406 | $392K |
| Armstrong Advisory Group, Inc. | 0.04% | No change | 2,621 | $392K |
| DCM Advisors, LLC | 0.16% | Add +0.5% | 2,399 | $391K |
| Balboa Wealth Partners | 0.12% | Add +8.3% | 2,396 | $390K |
| Elevation Point Wealth Partners, LLC | 0.03% | Reduce -0.2% | 2,392 | $390K |
| Midwest Financial Group LLC | 0.26% | Add +3.3% | 2,386 | $389K |
| Peddock Capital Advisors, LLC | 0.10% | No change | 2,388 | $389K |
| Rothschild Investment LLC | 0.03% | Add +35.9% | 2,379 | $387K |
| Carr Financial Group Corp | 0.13% | Add +34.4% | 2,372 | $386K |
| First Trust Direct Indexing L.P. | 0.03% | New | 2,372 | $386K |
| Murphy Pohlad Asset Management LLC | 0.15% | Add +0.2% | 2,359 | $384K |
| RiverFront Investment Group, LLC | 0.01% | New | 2,355 | $384K |
| Greenfield Savings Bank | 0.20% | Add +0.6% | 2,353 | $383K |
| Allianz SE | 0.01% | — | 2,348 | $382K |
| Sweet Financial Partners, LLC | 0.09% | Reduce -81.5% | 2,346 | $382K |
| Wealth Group Ltd | 0.12% | No change | 2,367 | $382K |
| Aprio Wealth Management, LLC | 0.07% | New | 2,324 | $378K |
| Seelaus Asset Management LLC | 0.39% | Add +1.2% | 2,322 | $378K |
| Stock Yards Bank & Trust Co. | 0.01% | Add +69.9% | 2,317 | $377K |
| Philip James Wealth Mangement, LLC | 0.27% | Reduce -3.7% | 2,311 | $376K |
| Community Financial Services Group, LLC | 0.09% | — | 2,310 | $376K |
| Cadence Bank | 0.03% | No change | 2,294 | $374K |
| Northwest Investment Counselors, LLC | 0.09% | No change | 2,289 | $373K |
| Applied Capital LLC | 0.22% | Add +0.5% | 2,283 | $372K |
| Annandale Capital, LLC | 0.08% | No change | 2,281 | $371K |
| Trexquant Investment LP | 0.01% | New | 2,261 | $368K |
| Safeguard Investment Advisory Group, LLC | 0.12% | Reduce -3.4% | 2,246 | $366K |
| Trek Financial, LLC | 0.03% | Reduce -2.8% | 2,246 | $366K |
| Plante Moran Financial Advisors, LLC | 0.04% | Reduce -29.4% | 2,245 | $366K |
| Madison Wealth Partners, Inc | 0.13% | Add +1.2% | 2,237 | $364K |
| Harrell Investment Partners, LLC | 0.11% | Add +0.6% | 2,237 | $364K |
| Christensen, King & Associates Investment Services, Inc. | 0.18% | Add +0.1% | 2,225 | $362K |
| Lauer Wealth, LLC | 0.31% | No change | 2,279 | $361K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -1.1% | 2,197 | $358K |
| Plan Group Financial, LLC | 0.23% | New | 2,194 | $357K |
| Farmers National Bank | 0.11% | No change | 2,180 | $355K |
| MPS Loria Financial Planners, LLC | 0.12% | Add +0.1% | 2,177 | $355K |
| Slagle Financial, LLC | 0.19% | Reduce -43.4% | 2,167 | $353K |
| Independent Wealth Network Inc. | 0.17% | Add +3.0% | 2,163 | $352K |
| Tennessee Valley Asset Management Partners | 0.09% | Reduce -38.1% | 2,157 | $351K |
| X-Square Capital, LLC | 0.17% | Add +14.6% | 2,238 | $350K |
| Dark Forest Capital Management LP | 0.06% | Reduce -75.8% | 2,134 | $348K |
| Pictet North America Advisors SA | 0.04% | No change | 2,133 | $347K |
| Venturi Wealth Management, LLC | 0.02% | Reduce -0.2% | 2,128 | $347K |
| Voya Financial Advisors, Inc. | 0.04% | Reduce -11.6% | 2,128 | $346K |
| JNBA Financial Advisors | 0.04% | Reduce -25.5% | 2,119 | $345K |
| Rothschild Capital Partners, LLC | 0.10% | Reduce -34.9% | 2,118 | $345K |
| Proffitt & Goodson Inc. | 0.06% | No change | 2,117 | $345K |
| RVW Wealth, LLC | 0.04% | No change | 2,117 | $345K |
| Motive Wealth Advisors | 0.21% | Add +26.9% | 2,113 | $344K |
| Lazard Asset Management LLC | 0.00% | Reduce -27.6% | 2,112 | $344K |
| Benedetti & Gucer, Inc. | 0.17% | Reduce -4.8% | 2,108 | $343K |
| Saxony Capital Management, LLC | 0.41% | Add +4.6% | 2,102 | $342K |
| Hazlett, Burt & Watson, Inc. | 0.20% | Add +0.4% | 2,095 | $340K |
| Legacy Advisors, LLC | 0.04% | Add +32.5% | 2,087 | $340K |
| Farmers & Merchants Investments Inc. | 0.01% | Add +0.1% | 2,079 | $339K |
| S.A. Mason LLC | 0.20% | Reduce -2.4% | 2,078 | $338K |
| Wealth Group, Ltd. | 0.26% | — | 2,076 | $338K |
| Milestone Asset Management, LLC | 0.10% | Add +1.3% | 2,072 | $337K |
| EnRich Financial Partners LLC | 0.13% | Add +0.2% | 2,058 | $335K |
| Two Sigma Securities, LLC | 0.02% | New | 2,058 | $335K |
| Destiny Wealth Partners, LLC | 0.06% | Add +5.9% | 2,044 | $333K |
| L.M. Kohn & Company | 0.09% | Add +2.2% | 2,017 | $328K |
| Versant Capital Management, Inc | 0.09% | Reduce -0.4% | 2,015 | $328K |
| Waller Financial Planning Group, Inc. | 0.09% | Reduce -18.1% | 2,011 | $328K |
| Patten & Patten Inc. | 0.02% | New | 2,003 | $326K |
| Foster Dykema Cabot & Partners, LLC | 0.03% | Add +18.5% | 2,002 | $326K |
| McDonough Capital Management, Inc | 0.26% | No change | 1,995 | $325K |
| Quintet Private Bank (Europe) S.A. | 0.01% | Reduce -13.5% | 1,730 | $324K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.12% | Add +357.2% | 1,989 | $324K |
| Boyce & Associates Wealth Consulting, Inc. | 0.42% | Reduce -17.0% | 1,985 | $323K |
| Jentner Corp | 0.11% | New | 1,982 | $323K |
| Landaas & Co. /Wi | 0.10% | Add +1.6% | 1,980 | $322K |
| Strata Wealth Advisors, LLC | 0.11% | New | 1,974 | $321K |
| Jackson Creek Investment Advisors LLC | 0.11% | Reduce -15.3% | 1,970 | $321K |
| One Wealth Map LLC | 0.21% | Reduce -32.9% | 2,041 | $321K |
| HT Partners LLC | 0.12% | No change | 1,968 | $321K |
| Traction Financial Partners, LLC | 0.25% | Reduce -28.8% | 1,983 | $320K |
| 1ST Source Bank | 0.02% | No change | 1,965 | $320K |
| Claro Advisors Inc. | 0.06% | Reduce -6.3% | 1,964 | $320K |
| Baldwin Wealth Partners LLC | 0.02% | No change | 1,960 | $319K |
| Security National Bank of Sioux City Iowa | 0.22% | Reduce -4.2% | 1,956 | $319K |
| Tillman Hartley LLC | 0.11% | Add +17.0% | 1,953 | $318K |
| Austin Asset Management Co Inc | 0.07% | No change | 1,948 | $317K |
| Insight Inv LLC | 0.27% | Reduce -11.5% | 1,945 | $317K |
| Enterprise Bank & Trust Co | 0.11% | No change | 1,944 | $317K |
| Raffa Wealth Management, LLC | 0.09% | Add +0.5% | 1,934 | $315K |
| Heritage Wealth Management, Inc. | 0.31% | No change | 1,924 | $313K |
| Fidelity D & D Bancorp Inc. | 0.24% | Reduce -42.3% | 1,923 | $313K |
| Balefire, LLC | 0.11% | Add +12.5% | 1,916 | $312K |
| Rowlandmiller & Partners.adv | 0.07% | No change | 1,908 | $311K |
| One Wealth Management Investment & Advisory Services, LLC | 0.13% | Reduce -79.5% | 1,904 | $310K |
| Laidlaw Wealth Management LLC | 0.17% | No change | 1,903 | $310K |
| Van Cleef Asset Management,Inc | 0.04% | No change | 1,900 | $309K |
| ORBA Wealth Advisors, L.L.C. | 0.17% | No change | 1,895 | $309K |
| TCP Asset Management, LLC | 0.08% | New | 1,887 | $307K |
| Five Oceans Advisors | 0.16% | Reduce -68.1% | 1,880 | $306K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.14% | Add +5.2% | 1,940 | $306K |
| Reynders McVeigh Capital Management, LLC | 0.02% | Reduce -3.1% | 1,876 | $306K |
| Capital Investment Services of America, Inc. | 0.03% | No change | 1,875 | $305K |
| Mosaic Financial Group, LLC | 0.24% | — | 1,871 | $305K |
| Concorde Asset Management, LLC | 0.21% | New | 1,866 | $304K |
| Wharton Business Group, LLC | 0.01% | No change | 1,858 | $303K |
| Meridian Financial Advisors, LLC | 0.23% | Reduce -6.4% | 1,853 | $302K |
| Highline Wealth Partners LLC | 0.12% | Add +3.8% | 1,853 | $302K |
| Heritage Trust Co | 0.04% | No change | 1,848 | $301K |
| Wellington Wealth Strategies, LLC. | 0.14% | New | 1,840 | $300K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -9.8% | 1,840 | $300K |
| Samalin Investment Counsel, LLC | 0.14% | Add +0.2% | 1,830 | $298K |
| Altfest L J & Co. Inc. | 0.04% | Reduce -38.6% | 1,830 | $298K |
| Semus Wealth Partners LLC | 0.25% | Reduce -22.5% | 1,828 | $298K |
| Graves Light Lenhart Wealth, Inc. | 0.03% | Add +0.3% | 1,823 | $297K |
| Holderness Investments Co. | 0.07% | New | 1,819 | $296K |
| Accretive Wealth Partners, LLC | 0.13% | No change | 1,873 | $295K |
| Massachusetts Financial Services Co. | 0.00% | Reduce -47.6% | 1,811 | $295K |
| Sterling Investment Advisors, Ltd. | 0.08% | New | 1,809 | $295K |
| River Street Advisors LLC | 0.20% | New | 1,808 | $294K |
| Fidelis Capital Partners, LLC | 0.04% | New | 1,807 | $294K |
| Stewart & Patten Co. LLC | 0.04% | No change | 1,807 | $294K |
| Abound Wealth Management | 0.11% | Add +14.6% | 1,801 | $293K |
| Portland Global Advisors LLC | 0.04% | No change | 1,796 | $292K |
| Cascade Investment Group, Inc. | 0.22% | Add +22.1% | 1,793 | $292K |
| National Wealth Management Group, LLC | 0.23% | Reduce -9.7% | 1,789 | $291K |
| Cooper Financial Group | 0.05% | Add +14.3% | 1,788 | $291K |
| Van Hulzen Asset Management, LLC | 0.02% | Reduce -4.8% | 1,789 | $291K |
| Edge Financial Advisors LLC | 0.26% | — | 1,786 | $291K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -36.8% | 1,775 | $289K |
| Benchmark Financial Wealth Advisors, LLC | 0.11% | Add +0.6% | 1,773 | $289K |
| FRG Family Wealth Advisors LLC | 0.06% | No change | 1,835 | $287K |
| New Perspectives, Inc | 0.16% | — | 1,761 | $287K |
| Silverlake Wealth Management LLC | 0.15% | Reduce -4.5% | 1,760 | $287K |
| 9258 Wealth Management, LLC | 0.04% | No change | 1,758 | $286K |
| Marion Wealth Management | 0.09% | No change | 1,757 | $286K |
| Wintrust Investments LLC | 0.03% | Reduce -2.1% | 1,756 | $286K |
| Stonebridge Capital Advisors LLC | 0.03% | Add +8.9% | 1,754 | $286K |
| Sterling Investment Counsel, LLC | 0.13% | Reduce -0.7% | 1,753 | $285K |
| Revisor Wealth Management LLC | 0.13% | Add +1.5% | 1,821 | $285K |
| Blue Bell Private Wealth Management, LLC | 0.06% | Add +23.9% | 1,751 | $285K |
| Telos Capital Management, Inc. | 0.03% | Add +2.1% | 1,750 | $285K |
| Appleton Partners Inc. | 0.02% | Reduce -2.0% | 1,745 | $284K |
| Trifecta Capital Advisors, LLC | 0.07% | Reduce -10.3% | 1,740 | $283K |
| Hanson & Doremus Investment Management | 0.05% | Reduce -0.6% | 1,737 | $283K |
| KWB Wealth | 0.04% | Reduce -4.1% | 1,737 | $283K |
| Beirne Wealth Consulting Services, LLC | 0.12% | No change | 1,737 | $283K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +85.5% | 1,736 | $283K |
| Inspire Advisors, LLC | 0.04% | Reduce -3.9% | 1,722 | $280K |
| Harbor Group, Inc. | 0.07% | Add +1.3% | 1,719 | $280K |
| Seed Wealth Management, Inc. | 0.27% | No change | 1,725 | $280K |
| Cedar Point Capital Partners, LLC | 0.21% | Add +6.8% | 1,717 | $280K |
| Iron Horse Wealth Management, LLC | 0.11% | Add +13.8% | 1,713 | $279K |
| Catalyst Financial Partners LLC | 0.07% | Add +9.4% | 1,803 | $279K |
| Emprise Bank | 0.19% | — | 1,705 | $278K |
| SPC Financial, Inc. | 0.03% | New | 1,705 | $278K |
| Transform Wealth, LLC | 0.03% | New | 1,702 | $277K |
| Wealthstar Advisors, LLC | 0.10% | Reduce -4.5% | 1,698 | $277K |
| Waterloo Capital, L.P. | 0.04% | Reduce -44.3% | 1,696 | $276K |
| FSM Wealth Advisors, LLC | 0.10% | Reduce -39.5% | 1,689 | $275K |
| Main Street Group, LTD | 0.13% | Reduce -5.6% | 1,689 | $274K |
| DiNuzzo Private Wealth, Inc. | 0.04% | No change | 1,682 | $274K |
| HMS Capital Management, LLC | 0.15% | Reduce -32.0% | 1,680 | $274K |
| Morton Capital Management LLC | 0.07% | Reduce -31.5% | 1,677 | $273K |
| Brooklyn FI, LLC | 0.11% | Reduce -8.2% | 1,674 | $273K |
| Excalibur Management Corp. | 0.12% | No change | 1,667 | $271K |
| McRae Capital Management Inc. | 0.06% | Reduce -21.3% | 1,667 | $271K |
| AlphaQ Advisors LLC | 0.16% | No change | 1,659 | $270K |
| WESPAC Advisors, LLC | 0.16% | Reduce -66.3% | 1,657 | $270K |
| EPG Wealth Management LLC | 0.07% | Add +1.7% | 1,656 | $270K |
| Bromfield Sneider Wealth Advisors | 0.17% | No change | 1,653 | $269K |
| Geometric Wealth Advisors | 0.06% | Add +5.1% | 1,652 | $269K |
| Anderson Hoagland & Co. | 0.03% | New | 1,681 | $267K |
| Bordeaux Wealth Advisors LLC | 0.09% | Reduce -25.5% | 1,634 | $266K |
| Rockingstone Advisors LLC | 0.14% | No change | 1,633 | $266K |
| MTM Investment Management, LLC | 0.11% | Add +107.2% | 1,631 | $266K |
| Schneider Downs Wealth Management Advisors, LP | 0.06% | New | 1,626 | $265K |
| Sage Capital Advisors,llc | 0.08% | Reduce -7.5% | 1,623 | $264K |
| Unionview, LLC | 0.22% | New | 1,621 | $264K |
| Retirement Guys Formula LLC | 0.13% | New | 1,620 | $264K |
| Whittier Trust Co. | 0.00% | Add +0.3% | 1,618 | $264K |
| WR Wealth Planners, LLC | 0.08% | Reduce -1.2% | 1,606 | $262K |
| OneAscent Wealth Management LLC | 0.10% | New | 1,606 | $261K |
| JPL Wealth Management, LLC | 0.14% | Reduce -6.0% | 1,602 | $261K |
| AQR Capital Management | 0.00% | Reduce -43.5% | 1,601 | $261K |
| S. R. Schill & Associates | 0.11% | Reduce -2.9% | 1,600 | $261K |
| Harfst & Associates, Inc. | 0.06% | No change | 1,600 | $261K |
| Romano Brothers and Company | 0.04% | No change | 1,594 | $260K |
| Highlander Capital Management, LLC | 0.10% | Reduce -7.0% | 1,593 | $259K |
| Shoker Investment Counsel, Inc. | 0.09% | Add +0.2% | 1,596 | $259K |
| Retirement Planning Co of New England, Inc. | 0.14% | Add +0.1% | 1,590 | $259K |
| Acorn Financial Advisory Services Inc. | 0.05% | Reduce -88.1% | 1,586 | $258K |
| Pullen Investment Management, LLC | 0.22% | — | 1,583 | $258K |
| Physician Wealth Advisors, Inc. | 0.05% | Add +6.7% | 1,661 | $257K |
| Walden Wealth Partners LLC | 0.15% | No change | 1,605 | $256K |
| Global Wealth Strategies & Associates | 0.10% | Add +4.5% | 1,570 | $256K |
| Welch Group, LLC | 0.01% | New | 1,568 | $255K |
| Charles Schwab Investment Advisory, Inc. | 0.00% | Reduce -47.5% | 1,568 | $255K |
| Novare Capital Management LLC | 0.02% | Reduce -91.0% | 1,565 | $255K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Reduce -47.7% | 1,564 | $255K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +3.5% | 1,554 | $253K |
| Cambiar Investors LLC | 0.01% | Reduce -71.2% | 1,554 | $253K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -3.8% | 1,553 | $253K |
| Dimension Capital Management LLC | 0.05% | No change | 1,553 | $253K |
| McGlone Suttner Wealth Management, Inc. | 0.05% | No change | 1,542 | $251K |
| Life Line Wealth Management LLC | 0.09% | Reduce -18.7% | 1,539 | $251K |
| Natixis | 0.00% | Reduce -32.4% | 1,530 | $249K |
| Peoples Bank | 0.14% | New | 1,526 | $249K |
| Stuart Chaussee & Associates, Inc. | 0.07% | Add +1073.8% | 1,526 | $249K |
| Mills Wealth Advisors LLC | 0.18% | Add +5.8% | 1,525 | $248K |
| Satovsky Asset Management LLC | 0.07% | Reduce -3.7% | 1,523 | $248K |
| Ignite Planners, LLC | 0.07% | Reduce -0.9% | 1,529 | $248K |
| Red Lighthouse Investment Management, LLC | 0.10% | No change | 1,521 | $248K |
| Ceera Investments, LLC | 0.11% | No change | 1,520 | $248K |
| Encompass Wealth Advisors, LLC | 0.07% | No change | 1,520 | $248K |
| GYL Financial Synergies, LLC | 0.02% | Reduce -0.7% | 1,510 | $246K |
| Financial Partners Group, LLC | 0.09% | New | 1,500 | $244K |
| PCG Wealth Advisors, LLC | 0.12% | Add +6.1% | 1,497 | $244K |
| Harbour Capital Advisors, LLC | 0.06% | No change | 1,504 | $242K |
| Tyche Wealth Partners LLC | 0.06% | Reduce -9.6% | 1,482 | $241K |
| Revolve Wealth Partners, LLC | 0.04% | Reduce -13.8% | 1,482 | $241K |
| Bangor Savings Bank | 0.02% | No change | 1,479 | $241K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -35.9% | 1,475 | $240K |
| Valley Financial Group, Inc. | 0.18% | Reduce -59.4% | 1,471 | $240K |
| Advisory Services & Investments, LLC | 0.17% | No change | 1,469 | $239K |
| True North Advisors, LLC | 0.07% | Reduce -28.8% | 1,469 | $239K |
| Berkeley, Inc | 0.14% | Add +0.1% | 1,468 | $239K |
| Legacy Financial Strategies, LLC | 0.06% | New | 1,460 | $238K |
| Apriem Advisors | 0.03% | Reduce -5.6% | 1,458 | $237K |
| Eagle Harbor Asset Management Inc. | 0.25% | Reduce -0.5% | 1,456 | $237K |
| Aurora Private Wealth, Inc. | 0.20% | Add +1.5% | 1,464 | $237K |
| Lantz Financial LLC | 0.08% | No change | 1,448 | $236K |
| Centurion Wealth Management LLC | 0.09% | New | 1,447 | $236K |
| Principal Financial Group Inc. | 0.00% | Reduce -7.3% | 1,443 | $235K |
| Syverson Strege & Co | 0.08% | Reduce -1.0% | 1,443 | $235K |
| Aristotle Capital Management, LLC | 0.00% | Reduce -63.0% | 1,443 | $235K |
| Bluespring Wealth Management, LLC | 0.03% | Reduce -5.9% | 1,442 | $235K |
| Castle Wealth Management LLC | 0.12% | New | 1,441 | $235K |
| Stonebrook Private Inc. | 0.07% | Add +1.9% | 1,440 | $235K |
| GEM Asset Management, LLC | 0.16% | Add +0.5% | 1,515 | $234K |
| Truvestments Capital LLC | 0.09% | Reduce -2.6% | 1,435 | $234K |
| First Nebraska Trust Co | 0.02% | No change | 1,434 | $234K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Reduce -26.6% | 1,429 | $233K |
| TD Asset Management Inc | 0.00% | New | 1,426 | $232K |
| FourThought Financial Partners, LLC | 0.03% | No change | 1,424 | $232K |
| ARS Wealth Advisors Group, LLC | 0.03% | Reduce -12.9% | 1,423 | $232K |
| Creekmur Asset Management LLC | 0.08% | Add +7.8% | 1,423 | $232K |
| Norris Perne & French LLP | 0.02% | New | 1,419 | $231K |
| Fernwood Investment Management, LLC | 0.07% | No change | 1,414 | $230K |
| JDM Financial Group LLC | 0.17% | Reduce -7.8% | 1,410 | $230K |
| Duncker Streett & Co. Inc. | 0.05% | No change | 1,410 | $230K |
| Seneca Financial Advisors LLC | 0.12% | No change | 1,405 | $229K |
| GeoWealth Management, LLC | 0.01% | Add +7705.6% | 1,405 | $229K |
| Higgins & Schmidt Wealth Strategies LLC | 0.17% | No change | 1,403 | $229K |
| Gries Financial LLC | 0.04% | New | 1,403 | $228K |
| Operose Advisors LLC | 0.08% | Add +0.5% | 1,401 | $228K |
| Fifth Third Wealth Advisors LLC | 0.04% | Reduce -32.9% | 1,401 | $228K |
| Belvedere Trading LLC | 0.02% | New | 1,401 | $228K |
| M3 Advisory Group, LLC | 0.21% | New | 1,400 | $228K |
| Advisor OS, LLC | 0.03% | Reduce -2.9% | 1,399 | $228K |
| Opes Wealth Management LLC | 0.05% | New | 1,395 | $227K |
| Financial Insights, Inc. | 0.07% | Reduce -40.4% | 1,389 | $226K |
| Greenspring Advisors, LLC | 0.06% | No change | 1,386 | $226K |
| KG Capital Management | 0.09% | No change | 1,384 | $225K |
| Smith Salley Wealth Management | 0.02% | New | 1,382 | $225K |
| Pacifica Partners Inc. | 0.10% | No change | 1,404 | $225K |
| Meridian Wealth Partners, LLC | 0.04% | No change | 1,379 | $225K |
| American Financial Advisors, LLC | 0.03% | New | 1,374 | $224K |
| Realta Investment Advisors | 0.05% | New | 1,373 | $224K |
| Banque Cantonale Vaudoise | 0.01% | New | 1,367 | $223K |
| Tranquility Partners, LLC | 0.09% | Reduce -2.2% | 1,362 | $222K |
| Capital City Trust Co. | 0.06% | Reduce -12.9% | 1,361 | $222K |
| Matrix Asset Advisors Inc. | 0.03% | Reduce -2.1% | 1,353 | $220K |
| Family Capital Management, Inc. | 0.15% | No change | 1,350 | $220K |
| GDS Wealth Management | 0.03% | Reduce -18.0% | 1,349 | $220K |
| Baldwin Investment Management, LLC | 0.03% | New | 1,348 | $220K |
| Channel Wealth LLC | 0.09% | Reduce -10.1% | 1,342 | $219K |
| Kure Advisory, LLC | 0.19% | Reduce -80.9% | 1,339 | $218K |
| Catalina Capital Group, LLC | 0.09% | Reduce -74.0% | 1,337 | $218K |
| Solitude Financial Services | 0.10% | New | 1,330 | $217K |
| Naples Global Advisors, LLC | 0.02% | Reduce -19.7% | 1,328 | $216K |
| Wealthquest Corp | 0.02% | Reduce -6.2% | 1,325 | $216K |
| Chartist Inc. | 0.11% | New | 1,323 | $215K |
| Independent Solutions Wealth Management, LLC | 0.05% | New | 1,320 | $215K |
| Financial Freedom, LLC | 0.13% | Reduce -1.0% | 1,318 | $215K |
| Forum Private Client Group LLC | 0.10% | Reduce -3.5% | 1,317 | $214K |
| St. Clair Advisors, LLC | 0.07% | New | 1,316 | $214K |
| Spotlight Asset Group, Inc. | 0.15% | Reduce -0.8% | 1,315 | $214K |
| Nilsine Partners, LLC | 0.03% | New | 1,313 | $214K |
| WFA Asset Management Corp | 0.11% | Add +0.3% | 1,313 | $214K |
| Peterson Financial Group, Inc. | 1.39% | New | 1,307 | $213K |
| Rodgers Brothers Inc. | 0.03% | New | 1,304 | $212K |
| Cypress Financial Planning LLC | 0.10% | New | 1,300 | $212K |
| Roof Eidam Maycock Peralta, LLC | 0.06% | New | 1,300 | $212K |
| Azimuth Capital Investment Management LLC | 0.01% | New | 1,300 | $212K |
| Claris Advisors, LLC / Mo / | 0.11% | Reduce -11.7% | 1,300 | $212K |
| Eq LLC | 0.13% | New | 1,287 | $210K |
| Barlow Wealth Partners, LLC | 0.03% | No change | 1,341 | $210K |
| Orion Capital Management LLC | 0.11% | No change | 1,286 | $209K |
| Atlanta Consulting Group Advisors, LLC | 0.07% | — | 1,286 | $209K |
| Pettyjohn, Wood & White, Inc. | 0.04% | Reduce -5.9% | 1,284 | $209K |
| jvl associates llc | 0.09% | New | 1,284 | $209K |
| Mezzasalma Advisors, LLC | 0.10% | Reduce -34.8% | 1,281 | $209K |
| Advisors Management Group Inc. | 0.05% | New | 1,278 | $208K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 1,280 | $208K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.09% | Reduce -50.9% | 1,310 | $208K |
| Aviance Capital Partners, LLC | 0.03% | New | 1,275 | $208K |
| WealthTrust Axiom LLC | 0.07% | New | 1,274 | $207K |
| First Financial Bankshares Inc | 0.00% | Reduce -34.6% | 1,273 | $207K |
| Mfa Wealth Advisors, LLC | 0.05% | New | 1,270 | $207K |
| Ledyard National Bank | 0.02% | New | 1,267 | $206K |
| Dividend Assets Capital, LLC | 0.04% | No change | 1,262 | $206K |
| Quadrant Private Wealth Management, LLC | 0.05% | New | 1,263 | $206K |
| BTG Pactual Global Asset Management Ltd | 0.07% | New | 1,425 | $205K |
| Canal Capital Management, LLC | 0.03% | New | 1,258 | $205K |
| Austin Private Wealth, LLC | 0.02% | New | 1,265 | $204K |
| Henshaw Capital LLC | 0.01% | New | 1,250 | $204K |
| Hara Capital LLC | 0.12% | Reduce -7.4% | 1,245 | $203K |
| Granite FO LLC | 0.12% | No change | 1,187 | $203K |
| Priebe Wealth Holdings LLC | 0.16% | Reduce -28.7% | 1,243 | $202K |
| Fortis Capital Management LLC | 0.05% | New | 1,241 | $202K |
| Quantitative Strategies, Inc. | 0.12% | New | 1,238 | $202K |
| Barton Investment Management | 0.02% | New | 1,235 | $201K |
| BSW Wealth Partners | 0.03% | Reduce -20.6% | 1,235 | $201K |
| Stablepoint Partners, LLC | 0.04% | New | 1,233 | $201K |
| Resolute Advisors LLC | 0.04% | Add +0.6% | 1,215 | $198K |
| West Financial Advisors, LLC | 0.04% | Add +0.6% | 1,192 | $194K |
| Westside Investment Management, Inc. | 0.05% | Add +0.1% | 1,168 | $190K |
| Bfsg, LLC | 0.02% | No change | 1,143 | $186K |
| Cambridge Trust Co. | 0.01% | Reduce -12.6% | 1,142 | $186K |
| IAG Wealth Partners, LLC | 0.04% | Reduce -8.1% | 1,136 | $185K |
| Aspire Wealth Management Corp | 0.11% | No change | 1,111 | $181K |
| Coston, McIsaac & Partners | 0.06% | Add +0.4% | 1,085 | $176K |
| Clear Point Advisors Inc. | 0.14% | Add +0.3% | 1,055 | $172K |
| Biltmore Family Office, LLC | 0.03% | No change | 1,040 | $169K |
| Arlington Trust Co LLC | 0.04% | No change | 1,020 | $166K |
| Clean Yield Group | 0.06% | No change | 1,015 | $165K |
| Evensky & Katz LLC | 0.01% | Add +12.1% | 990 | $161K |
| Ballast Advisors LLC | 0.05% | No change | 980 | $160K |
| Old Second National Bank of Aurora | 0.04% | No change | 966 | $157K |
| Crewe Advisors LLC | 0.02% | Reduce -13.1% | 960 | $156K |
| Winch Advisory Services, LLC | 0.05% | Reduce -0.5% | 935 | $152K |
| Laurel Wealth Advisors LLC | 0.03% | No change | 908 | $148K |
| Northwest Bank & Trust Co | 0.14% | No change | 939 | $147K |
| Tyler-Stone Wealth Management | 0.07% | Add +11.7% | 901 | $147K |
| City Holding Co. | 0.02% | Add +2.6% | 866 | $141K |
| Tucker Asset Management LLC | 0.03% | Add +18.3% | 865 | $141K |
| Integrity Financial Corp | 0.10% | Reduce -0.6% | 865 | $141K |
| Perritt Capital Management Inc | 0.07% | Reduce -8.0% | 843 | $137K |
| Security National Bank | 0.02% | Add +134.3% | 820 | $134K |
| PFG Private Wealth Management, LLC | 0.08% | Reduce -53.3% | 814 | $133K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +227.1% | 808 | $132K |
| Private Wealth Management Group, LLC | 0.06% | No change | 779 | $127K |
| Cedar Mountain Advisors, LLC | 0.03% | No change | 764 | $124K |
| Koesten, Hirschmann & Crabtree, INC. | 0.08% | Add +236.6% | 764 | $124K |
| First Command Advisory Services, Inc. | 0.00% | Add +30.4% | 981 | $122K |
| Future Financial Wealth Managment LLC | 0.09% | Reduce -96.7% | 744 | $121K |
| TCTC Holdings, LLC | 0.00% | Add +12.7% | 729 | $119K |
| Cordant, Inc. | 0.07% | Reduce -38.6% | 708 | $115K |
| Aberdeen Wealth Management LLC | 0.07% | New | 700 | $114K |
| Capital Investment Counsel, Inc | 0.02% | No change | 659 | $107K |
| Mark Sheptoff Financial Planning, LLC | 0.06% | No change | 656 | $107K |
| Provident Wealth Management, LLC | 0.04% | No change | 639 | $104K |
| Hantz Financial Services, Inc. | 0.00% | New | 636 | $104K |
| Sound Income Strategies, LLC | 0.01% | Reduce -40.5% | 610 | $99K |
| Sachetta, LLC | 0.04% | No change | 623 | $93K |
| Resources Management Corp. /CT/ | 0.01% | No change | 566 | $92K |
| Marquette Asset Management, LLC | 0.02% | No change | 534 | $87K |
| Grand Wealth Management, LLC | 0.04% | No change | 533 | $87K |
| Canton Hathaway, LLC | 0.02% | No change | 515 | $84K |
| LGT Financial Advisors LLC | 0.10% | Add +0.6% | 514 | $84K |
| Park Place Capital Corp | 0.03% | Add +0.6% | 508 | $83K |
| Country Trust Bank | 0.00% | Reduce -25.7% | 506 | $82K |
| Clearstead Trust, LLC | 0.02% | No change | 501 | $82K |
| Benjamin Edwards Inc. | 0.02% | No change | 500 | $81K |
| HM Payson & Co. | 0.00% | Reduce -3.0% | 490 | $80K |
| Vermillion & White Wealth Management Group, LLC | 0.06% | Add +45.5% | 483 | $79K |
| Front Row Advisors LLC | 0.03% | New | 476 | $78K |
| AlphaMark Advisors, LLC | 0.03% | Reduce -7.0% | 465 | $76K |
| Addison Advisors LLC | 0.03% | Add +1.1% | 456 | $74K |
| Motco | 0.00% | No change | 450 | $73K |
| Tidemark, LLC | 0.04% | Reduce -18.6% | 448 | $73K |
| Intelligent Financial Strategies | 0.04% | Reduce -15.2% | 445 | $72K |
| Adirondack Trust Co. | 0.03% | Add +263.9% | 444 | $72K |
| Gen-Wealth Partners Inc | 0.04% | — | 434 | $71K |
| Laffer Tengler Investments, Inc. | 0.02% | New | 432 | $70K |
| Elevate Wealth Advisory, Inc. | 0.06% | Add +45.2% | 427 | $70K |
| Western Pacific Wealth Management, LP | 0.05% | New | 426 | $69K |
| Atlantic Private Wealth, LLC | 0.06% | No change | 422 | $69K |
| Davis Capital Management | 0.06% | Reduce -3.2% | 420 | $68K |
| Pin Oak Investment Advisors Inc. | 0.07% | No change | 415 | $68K |
| Pension & Wealth Management Advisors, Inc. | 0.04% | Add +32.0% | 412 | $67K |
| Lowe Wealth Advisors, LLC | 0.03% | No change | 412 | $67K |
| Barclays PLC | 0.00% | No change | 412 | $67K |
| Arcadia Investment Advisors LLC | 0.04% | No change | 407 | $66K |
| Dagco, Inc. | 0.03% | Reduce -99.4% | 403 | $66K |
| Custom Portfolio Group LLC | 0.05% | No change | 1,538 | $64K |
| Colonial Trust Advisors | 0.01% | Reduce -38.8% | 392 | $64K |
| Nemes Rush Group LLC | 0.01% | Add +40.1% | 391 | $64K |
| Pacific Capital Wealth Advisors, Inc. | 0.01% | Reduce -45.7% | 390 | $64K |
| Janiczek Wealth Management, LLC | 0.01% | No change | 385 | $63K |
| True Wealth Design, LLC | 0.02% | No change | 383 | $62K |
| Sittner & Nelson, LLC | 0.03% | No change | 363 | $59K |
| Financial Management Professionals, Inc. | 0.01% | New | 363 | $59K |
| Cordgrass Capital Advisors, LLC | 0.02% | No change | 362 | $59K |
| Y.D. More Investments Ltd | 0.01% | No change | 359 | $58K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -55.1% | 357 | $58K |
| Burkett Financial Services, LLC | 0.03% | Add +3.8% | 352 | $57K |
| Provenance Wealth Advisors, LLC | 0.01% | New | 348 | $57K |
| Global Assets Advisory, LLC | 0.03% | New | 348 | $56K |
| Pacific Center for Financial Services | 0.02% | New | 343 | $56K |
| West Paces Advisors Inc. | 0.01% | No change | 341 | $56K |
| Atlantic Edge Private Wealth Management, LLC | 0.02% | Add +97.0% | 331 | $54K |
| Concord Wealth Partners | 0.01% | Reduce -4.1% | 330 | $54K |
| Ruedi Wealth Management, Inc. | 0.02% | Reduce -27.7% | 329 | $54K |
| New Republic Capital, LLC | 0.03% | No change | 316 | $51K |
| Centennial Bank | 0.03% | No change | 302 | $49K |
| Founders Capital Management | 0.03% | No change | 300 | $49K |
| BigSur Wealth Management LLC | 0.02% | No change | 300 | $49K |
| Castleview Partners, LLC | 0.03% | Add +5.4% | 291 | $47K |
| Avion Wealth | 0.01% | Add +19.6% | 268 | $44K |
| Kozak & Associates, Inc. | 0.01% | Reduce -52.8% | 266 | $43K |
| WealthCollab, LLC | 0.03% | Reduce -32.7% | 266 | $43K |
| Morton Brown Family Wealth, LLC | 0.02% | No change | 265 | $43K |
| Compass Wealth Management LLC | 0.01% | No change | 260 | $42K |
| RE Dickinson Investment Advisors, LLC | 0.03% | Reduce -7.6% | 255 | $42K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 248 | $40K |
| Legacy Bridge, LLC | 0.02% | Add +4.7% | 246 | $40K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 232 | $38K |
| Missouri Trust & Investment Co | 0.01% | New | 225 | $37K |
| Private Wealth Strategies, L.L.C. | 0.01% | New | 33,610 | $36K |
| Mitchell Sinkler & Starr | 0.01% | New | 223 | $36K |
| Bellevue Asset Management, LLC | 0.02% | Add +0.9% | 218 | $36K |
| First Pacific Financial | 0.01% | Add +99.1% | 217 | $35K |
| Wagner Wealth Management, LLC | 0.01% | No change | 208 | $34K |
| Aspect Partners, LLC | 0.03% | No change | 207 | $34K |
| Rice Partnership, LLC | 0.01% | No change | 206 | $34K |
| EMC Capital Management | 0.02% | No change | 200 | $32K |
| Citizens National Bank Trust Department | 0.01% | Reduce -33.2% | 187 | $30K |
| Eagle Bay Advisors LLC | 0.02% | New | 185 | $30K |
| Vima LLC | 0.03% | Add +4.4% | 212 | $29K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 175 | $29K |
| Byrne Asset Management LLC | 0.02% | No change | 175 | $29K |
| Legend Financial Advisors, Inc. | 0.02% | No change | 175 | $29K |
| Running Point Capital Advisors, LLC | 0.01% | Reduce -58.7% | 160 | $26K |
| Piscataqua Savings Bank | 0.02% | No change | 160 | $26K |
| Slocum, Gordon & Co LLP | 0.02% | Reduce -4.2% | 158 | $26K |
| Your Advocates Ltd., LLP | 0.01% | No change | 155 | $25K |
| AllSquare Wealth Management LLC | 0.01% | No change | 151 | $25K |
| M&R Capital Management Inc. | 0.01% | Reduce -32.2% | 143 | $23K |
| Arvest Investments, Inc. | 0.00% | No change | 135 | $22K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | New | 134 | $22K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -3.0% | 131 | $21K |
| First Personal Financial Services | 0.00% | New | 119 | $19K |
| Paladin Advisory Group, LLC | 0.02% | No change | 118 | $19K |
| Albion Financial Group | 0.00% | No change | 115 | $19K |
| PFC Capital Group, Inc. | 0.01% | Add +250.0% | 112 | $18K |
| Chesapeake Asset Management LLC | 0.02% | New | 110 | $18K |
| Broadwater Capital Management LLC | 0.01% | No change | 100 | $16K |
| Sawyer & Company, Inc | 0.01% | No change | 100 | $16K |
| Centerpoint Advisors, LLC | 0.01% | No change | 100 | $16K |
| Field & Main Bank | 0.01% | No change | 98 | $16K |
| Eukles Asset Management | 0.01% | No change | 96 | $16K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -58.3% | 95 | $15K |
| Tower View Wealth Management LLC | 0.01% | Reduce -70.7% | 90 | $15K |
| MeadowBrook Investment Advisors LLC | 0.01% | No change | 90 | $15K |
| Mascoma Wealth Management LLC | 0.00% | Reduce -51.4% | 85 | $14K |
| Providence Capital Advisors, LLC | 0.00% | New | 84 | $14K |
| Quent Capital, LLC | 0.00% | No change | 83 | $14K |
| Element Wealth, LLC | 0.01% | Add +13.9% | 82 | $13K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 80 | $13K |
| Wolff Wiese Magana LLC | 0.01% | No change | 79 | $13K |
| Pflug Koory, LLC | 0.00% | No change | 74 | $12K |
| Core Wealth Advisors, Inc. | 0.00% | No change | 73 | $12K |
| Tompkins Financial Corp. | 0.00% | New | 71 | $12K |
| Main Management LLC | 0.00% | No change | 70 | $11K |
| SYSTM Wealth Solutions LLC | 0.00% | Reduce -86.6% | 66 | $11K |
| Mb, Levis & Associates, LLC | 0.01% | No change | 59 | $10K |
| PFS Partners, LLC | 0.01% | No change | 58 | $9K |
| Investment Research & Advisory Group, Inc. | 0.00% | No change | 58 | $9K |
| Family Asset Management, LLC | 0.01% | Add +714.3% | 57 | $9K |
| Van Den Berg Management I, Inc. | 0.00% | No change | 54 | $9K |
| First Financial Corp. | 0.00% | No change | 51 | $8K |
| Rosenberg Matthew Hamilton | 0.00% | Add +24.3% | 46 | $7K |
| DecisionPoint Financial, LLC | 0.00% | No change | 46 | $7K |
| Guardian Wealth Management, Inc. | 0.01% | No change | 41 | $7K |
| Silicon Valley Capital Partners | 0.00% | No change | 39 | $6K |
| Macroview Investment Management LLC | 0.01% | No change | 38 | $6K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 40 | $6K |
| SYM FINANCIAL Corp | 0.00% | New | 32 | $5K |
| Anfield Capital Management, LLC | 0.00% | New | 30 | $5K |
| Morling Financial Advisors, LLC | 0.00% | Reduce -58.0% | 29 | $5K |
| Morris Financial Concepts, Inc. | 0.00% | Add +21.7% | 28 | $5K |
| Turtle Creek Wealth Advisors, LLC | 0.00% | New | 24 | $4K |
| Fortis Group Advisors, LLC | 0.00% | Reduce -50.0% | 22 | $4K |
| Dunhill Financial, LLC | 0.00% | No change | 21 | $3K |
| Naples Money Management LLC | 0.00% | New | 20 | $3K |
| Pineridge Advisors LLC | 0.00% | No change | 20 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | — | 20 | $3K |
| RFP Financial Group LLC | 0.00% | No change | 18 | $3K |
| Windsor Advisory Group, LLC | 0.01% | New | 17 | $3K |
| Clarity Asset Management, Inc. | 0.00% | No change | 14 | $2K |
| Carolina Wealth Advisors, LLC | 0.00% | Reduce -41.2% | 10 | $2K |
| Thompson Investment Management, Inc. | 0.00% | Reduce -82.5% | 7 | $1K |
| Delos Wealth Advisors, LLC | 0.00% | No change | 5 | $815 |
| Mine & Arao Wealth Creation & Management, LLC. | 0.00% | New | 3 | $489 |
| Delta Asset Management LLC | 0.00% | New | 2 | $326 |
"% of holder's portfolio" is VTV's weight in each manager's 13F, not the share of Vanguard Mrngstr Val ETF-Aui the manager owns.