Vanguard Mrngstr Val ETF-AuiVTVETF
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 2,066 institutions reported holding Vanguard Mrngstr Val ETF-Aui (VTV) in their 13F filings, up 5 from Q1 2024. 99 opened new positions and 102 sold out. The largest holders were Bank of America Corp. ($18.5B), Jones Financial Companies LLLP ($8.2B) and Morgan Stanley ($4.7B). 7 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% of Millennium Management'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 99 | $149.2M |
| Exits | 102 | $688.0M |
All 13F filers, Q1 2024 → Q2 2024: 24,054,811 shares bought and 12,318,256 shares sold, net +11,736,555 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,066 holders
| Bank of America Corp. | 1.77% | Add +3.0% | 115,208,565 | $18.5B |
| Jones Financial Companies LLLP | 9.46% | Add +3.8% | 51,006,592 | $8.2B |
| Morgan Stanley | 0.36% | Add +0.9% | 29,176,706 | $4.7B |
| Envestnet Asset Management Inc. | 1.12% | Add +2.2% | 20,094,536 | $3.2B |
| UBS Group AG | 0.61% | Reduce -0.3% | 12,477,271 | $2.0B |
| Ameriprise Financial Inc. | 0.41% | Reduce -0.3% | 9,530,741 | $1.5B |
| LPL Financial LLC | 0.72% | Add +3.9% | 8,976,450 | $1.4B |
| Wells Fargo & Company | 0.26% | Add +2.4% | 6,149,572 | $986.5M |
| Tiaa Trust, National Association | 2.96% | Add +4.4% | 5,973,114 | $958.1M |
| Betterment LLC | 2.48% | Reduce -8.1% | 5,971,457 | $957.9M |
| Mill Creek Capital Advisors, LLC | 21.84% | Add +1.1% | 5,348,425 | $857.9M |
| Captrust Financial Advisors | 2.68% | Add +3.8% | 5,192,916 | $833.0M |
| Royal Bank of Canada | 0.20% | Add +1.5% | 5,160,807 | $827.8M |
| D.A. Davidson & Co. | 7.09% | Add +0.1% | 4,983,335 | $799.4M |
| FMR LLC | 0.05% | Reduce -0.9% | 4,849,047 | $777.8M |
| Rwa Wealth Partners, LLC | 10.21% | Add +1.6% | 4,828,750 | $774.6M |
| Bank of New York Mellon Corp | 0.14% | Reduce -0.9% | 4,488,605 | $720.0M |
| Raymond James Financial Services Advisors, Inc. | 0.96% | Add +5.1% | 4,192,843 | $672.6M |
| PNC Financial Services Group, Inc. | 0.44% | Reduce -12.1% | 4,129,507 | $662.4M |
| Mariner, LLC | 1.24% | Add +2.1% | 3,982,054 | $638.7M |
| Goldman Sachs Group Inc. | 0.12% | Reduce -2.0% | 3,980,686 | $638.5M |
| Axiom Advisory, LLC | 5.92% | Add +6343.8% | 3,398,654 | $543.3M |
| Sei Investments Co. | 0.74% | Add +3.9% | 3,266,566 | $524.0M |
| Commonwealth Equity Services, LLC | 0.83% | Add +4.9% | 3,249,489 | $521.3M |
| Truist Financial Corp. | 0.75% | Reduce -9.0% | 3,084,499 | $494.8M |
| JPMorgan Chase & Co. | 0.04% | Add +7.3% | 2,993,209 | $480.1M |
| Northwestern Mutual Wealth Management Co. | 0.46% | Reduce -13.4% | 2,913,640 | $467.4M |
| Avantax Advisory Services, Inc. | 3.07% | Add +18.1% | 2,683,086 | $430.4M |
| EP Wealth Advisors, LLC | 4.41% | Add +1.5% | 2,590,600 | $415.6M |
| Raymond James & Associates | 0.27% | Add +1.4% | 2,548,586 | $408.8M |
| CHURCHILL MANAGEMENT Corp | 4.72% | Add +0.4% | 2,493,447 | $400.0M |
| Charles Schwab Investment Management Inc. | 0.07% | Reduce -5.1% | 2,296,266 | $368.3M |
| Members Trust Co | 11.07% | Reduce -2.3% | 2,275,386 | $365.0M |
| Permanens Capital L.P. | 37.12% | Add +9.8% | 2,260,991 | $363.6M |
| Cetera Investment Advisers | 0.83% | Add +3.0% | 2,251,928 | $361.2M |
| HighTower Advisors, LLC | 0.55% | Add +23.4% | 2,214,992 | $355.3M |
| Mission Wealth Management, LP | 9.20% | Add +0.5% | 2,114,972 | $339.3M |
| Provida Pension Fund Administrator | 8.20% | Reduce -19.9% | 2,029,676 | $325.6M |
| Choreo, LLC | 5.43% | Add +6.3% | 2,026,821 | $323.8M |
| CBIZ Investment Advisory Services, LLC | 17.01% | Add +34.1% | 1,885,784 | $302.5M |
| Pacific Life Fund Advisors LLC | 29.97% | Add +2.2% | 1,871,756 | $300.2M |
| Osaic Holdings, Inc. | 0.68% | Add +1.9% | 1,806,070 | $289.8M |
| Assetmark, Inc. | 0.83% | Reduce -2.6% | 1,679,734 | $269.4M |
| Richard Bernstein Advisors LLC | 5.92% | Reduce -4.3% | 1,666,193 | $267.3M |
| Facet Wealth, Inc. | 7.97% | Add +11.9% | 1,553,114 | $259.5M |
| Partners Capital Investment Group, LLP | 4.10% | Add +22.6% | 1,516,488 | $242.8M |
| Moneta Group Investment Advisors LLC | 3.86% | Add +1.6% | 1,507,119 | $241.8M |
| SCS Capital Management LLC | 4.88% | Reduce -1.4% | 1,452,316 | $233.0M |
| Modera Wealth Management, LLC | 3.36% | Add +2.5% | 1,422,682 | $228.2M |
| MML Investors Services, LLC | 0.90% | Add +2.8% | 1,392,397 | $223.4M |
| Baird Financial Group, Inc. | 0.45% | Reduce -1.1% | 1,350,548 | $216.6M |
| United Capital Financial Advisors, LLC | 1.84% | Reduce -1.9% | 1,330,236 | $213.4M |
| Stifel Financial Corp. | 0.24% | Add +2.2% | 1,329,353 | $213.2M |
| Foster Group, Inc. | 7.96% | Add +3.3% | 1,261,562 | $202.4M |
| Mather Group, Llc. | 2.47% | Add +2.2% | 1,231,227 | $200.5M |
| Envestnet Portfolio Solutions, Inc. | 0.66% | Add +18.7% | 1,179,661 | $189.2M |
| Waldron Private Wealth LLC | 8.44% | Add +1.8% | 1,169,140 | $188.7M |
| Sanctuary Advisors, LLC | 1.34% | — | 1,164,222 | $183.8M |
| Equitable Holdings, Inc. | 1.90% | Reduce -13.1% | 1,124,386 | $180.4M |
| Retirement Investment Advisors, Inc. | 21.35% | — | 1,096,463 | $175.9M |
| Garde Capital, Inc. | 11.88% | Reduce -2.4% | 1,065,952 | $171.0M |
| Citigroup Inc. | 0.16% | Add +11.9% | 1,040,726 | $166.9M |
| Cambridge Investment Research Advisors, Inc. | 0.59% | Add +2.2% | 997,921 | $160.1M |
| CIBC Private Wealth Group LLC | 0.30% | Add +0.2% | 994,638 | $159.7M |
| Wealth Enhancement Advisory Services, LLC | 0.37% | Add +7.3% | 968,308 | $155.3M |
| Private Advisor Group, LLC | 1.03% | Add +6.1% | 955,461 | $153.3M |
| US Bancorp \de | 0.20% | Reduce -1.9% | 914,828 | $146.7M |
| Systematic Alpha Investments, LLC | 5.47% | No change | 894,868 | $143.5M |
| Money Design Co.,Ltd. | 7.68% | Add +0.9% | 888,500 | $142.5M |
| Beacon Pointe Advisors, LLC | 1.63% | Add +0.5% | 860,149 | $138.0M |
| Kestra Advisory Services, LLC | 0.76% | Add +7.0% | 895,338 | $135.6M |
| Vista Capital Partners, Inc. | 16.60% | Reduce -0.7% | 834,374 | $133.8M |
| NewEdge Advisors, LLC | 0.94% | Add +5.7% | 800,777 | $128.5M |
| Focus Partners Wealth | 0.42% | Add +219.7% | 785,872 | $126.1M |
| Brookstone Capital Management | 2.08% | Add +2.3% | 747,972 | $125.4M |
| Saudi Central Bank | 12.32% | No change | 756,686 | $122.1M |
| Prime Capital Investment Advisors, LLC | 1.77% | Reduce -1.4% | 744,388 | $119.4M |
| Blair William & Co. | 0.36% | Add +4.3% | 731,716 | $117.4M |
| Thrive Wealth Management, LLC | 22.85% | Add +4.6% | 727,464 | $116.7M |
| Stephens Group Asset Management, LLC | 10.45% | Add +0.8% | 714,558 | $114.6M |
| BlackRock Inc. | 0.00% | Add +2.2% | 670,237 | $107.5M |
| Citizens Financial Group Inc. | 2.38% | Add +3.3% | 665,562 | $107.3M |
| Woodmont Investment Counsel LLC | 8.59% | Add +4.1% | 655,610 | $105.2M |
| Nepc LLC | 3.43% | No change | 647,673 | $103.9M |
| Sequoia Financial Advisors, LLC | 1.25% | Add +2.8% | 645,399 | $103.8M |
| Brandywine Oak Private Wealth LLC | 10.61% | Reduce -0.2% | 643,099 | $103.2M |
| Atria Wealth Solutions, Inc. | 1.12% | Reduce -1.7% | 627,734 | $101.1M |
| Brickley Wealth Management | 22.11% | Add +0.0% | 629,425 | $101.0M |
| Clearstead Advisors, LLC | 1.72% | Add +1903.8% | 628,439 | $100.8M |
| Creative Planning | 0.11% | Reduce -0.9% | 617,839 | $99.1M |
| Manufacturers Life Insurance Company, The | 0.09% | Reduce -4.0% | 612,660 | $98.3M |
| National Bank of Canada | 0.15% | Add +17.9% | 610,942 | $97.6M |
| PrairieView Partners, LLC | 10.95% | Reduce -0.1% | 608,260 | $97.6M |
| Cable Hill Partners, LLC | 10.54% | Add +2.3% | 601,720 | $97.1M |
| Midland Wealth Advisors, LLC | 5.49% | Add +0.9% | 577,543 | $92.6M |
| Efficient Advisors, LLC | 6.01% | Add +0.6% | 577,409 | $92.6M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1.08% | Reduce -1.5% | 572,350 | $91.8M |
| Simplicity Wealth,LLC | 2.06% | Add +0.9% | 569,063 | $91.3M |
| Bank of Hawaii | 4.16% | Add +0.2% | 564,563 | $90.6M |
| Bleakley Financial Group, LLC | 2.61% | Add +0.7% | 563,243 | $90.3M |
| Strategies Wealth Advisors, LLC | 13.08% | Add +18.6% | 559,885 | $89.8M |
| Safeguard Financial, LLC | 24.46% | Add +12.0% | 548,390 | $88.0M |
| Cerity Partners LLC | 0.24% | Add +7.8% | 543,675 | $87.2M |
| BOK Financial Private Wealth, Inc. | 6.27% | Add +1.8% | 534,689 | $86.3M |
| Cornerstone Management, Inc. | 18.74% | Add +3.8% | 531,437 | $85.2M |
| Simon Quick Advisors, LLC | 5.87% | Add +15.6% | 518,450 | $83.2M |
| Focused Wealth Management, Inc | 12.11% | Add +2.5% | 512,712 | $82.2M |
| Mountain Capital Investment Advisors Inc. | 20.24% | Add +9.0% | 494,630 | $81.6M |
| Invictus Private Wealth, LLC | 6.82% | Add +1.6% | 506,634 | $81.3M |
| BNP Paribas Financial Markets | 0.09% | Add +23.1% | 483,349 | $77.5M |
| Trust Co of Tennessee | 27.25% | — | 474,727 | $76.1M |
| Orion Porfolio Solutions, LLC | 0.80% | Add +5.0% | 471,406 | $75.6M |
| Orion Portfolio Solutions, LLC | 0.80% | Add +5.0% | 471,406 | $75.6M |
| Financial Synergies Wealth Advisors, Inc. | 10.09% | Add +1.1% | 466,776 | $74.9M |
| Relyea Zuckerberg Hanson LLC | 12.42% | Add +1.6% | 461,578 | $74.0M |
| Rockefeller Capital Management L.P. | 0.21% | Reduce -1.2% | 460,233 | $73.8M |
| TMD Wealth Management, LLC | 15.53% | Add +4.9% | 441,200 | $70.8M |
| Atria Investments, Inc | 0.91% | Reduce -2.7% | 437,866 | $70.2M |
| Nadler Financial Group, Inc. | 8.13% | Add +3.1% | 431,389 | $69.2M |
| Chan Zuckerberg Initiative, LLC | 22.05% | Reduce -30.7% | 415,237 | $66.6M |
| Morningstar Investment Services LLC | 0.72% | Reduce -4.6% | 413,319 | $66.1M |
| Rodgers & Associates, LTD | 8.50% | Reduce -1.4% | 411,828 | $66.1M |
| RMR Wealth Builders | 7.54% | Add +3.6% | 409,820 | $65.7M |
| Corient Private Wealth LP | 0.11% | Reduce -2.6% | 406,225 | $65.2M |
| Pasadena Private Wealth, LLC | 15.06% | Add +0.3% | 405,732 | $65.1M |
| CreativeOne Wealth, LLC | 3.28% | Reduce -8.2% | 403,595 | $64.7M |
| First Hawaiian Bank | 2.14% | Add +0.5% | 395,107 | $63.4M |
| HTLF Bank | 7.16% | Add +1.7% | 392,285 | $62.9M |
| Summit Financial, LLC | 2.88% | Add +47.7% | 389,593 | $62.9M |
| Trust Co | 8.09% | Add +2.3% | 390,775 | $62.7M |
| B. Riley Wealth Advisors, Inc. | 1.59% | Reduce -28.8% | 387,854 | $62.6M |
| Jane Street Group, LLC | 0.07% | Add +614.1% | 388,971 | $62.4M |
| Accredited Investors Inc. | 3.88% | Add +10.4% | 388,067 | $62.2M |
| Russell Investments Group, Ltd. | 0.10% | Add +0.3% | 384,471 | $61.7M |
| Exencial Wealth Advisors, LLC | 2.28% | Reduce -9.3% | 376,711 | $60.4M |
| Unison Advisors LLC | 7.57% | Add +1.4% | 374,470 | $60.3M |
| Natixis Advisors, LLC | 0.13% | Reduce -22.2% | 373,033 | $59.8M |
| CSM Advisors, LLC | 4.23% | No change | 372,083 | $59.7M |
| Symmetry Partners, LLC | 3.01% | Add +139.3% | 364,890 | $58.5M |
| Cwm, LLC | 0.28% | Reduce -8.7% | 364,487 | $58.5M |
| Strategic Blueprint, LLC | 3.94% | Add +3.4% | 360,842 | $57.9M |
| Signaturefd, LLC | 1.16% | Reduce -1.3% | 356,912 | $57.3M |
| Ellevest, Inc. | 3.42% | Add +2.3% | 355,423 | $57.0M |
| NSI Retail Advisors, LLC | 9.97% | No change | 354,498 | $56.9M |
| Trustees of Dartmouth College | 10.20% | Reduce -68.3% | 348,850 | $56.0M |
| Sage Financial Group Inc. | 4.82% | Add +0.2% | 347,153 | $55.7M |
| Condor Capital Management | 5.17% | Add +1.5% | 336,840 | $54.0M |
| Wealthspire Advisors, LLC | 0.68% | Add +1.8% | 331,399 | $53.2M |
| Steward Partners Investment Advisory, LLC | 0.56% | Add +5.0% | 330,636 | $53.0M |
| Fifth Third Bancorp | 0.20% | Reduce -10.3% | 330,585 | $53.0M |
| Mercer Global Advisors Inc. | 0.14% | Reduce -3.9% | 347,080 | $53.0M |
| Bank of Nova Scotia | 0.10% | Add +2668.7% | 328,671 | $52.7M |
| Foster Victor Wealth Advisors, LLC | 4.33% | Reduce -0.4% | 309,832 | $51.8M |
| Signature Estate & Investment Advisors LLC | 1.30% | Add +21.7% | 322,634 | $51.8M |
| Stephens Inc. | 0.77% | Add +5.0% | 315,167 | $50.6M |
| Total Wealth Planning, LLC | 8.07% | Add +0.1% | 294,060 | $49.2M |
| Allworth Financial LP | 0.32% | Add +7.0% | 295,998 | $48.9M |
| Janney Montgomery Scott LLC | 0.15% | Reduce -6.0% | 304,024 | $48.8M |
| Blue Edge Capital, LLC | 8.04% | Reduce -0.9% | 302,922 | $48.6M |
| Penserra Capital Management LLC | 0.61% | Reduce -0.1% | 299,370 | $48.0M |
| Oxford Financial Group, LTD. LLC | 3.12% | Reduce -1.1% | 294,734 | $47.3M |
| Partners in Financial Planning | 10.16% | Add +2.2% | 291,520 | $46.8M |
| Cary Street Partners Investment Advisory LLC | 1.88% | Add +12.0% | 291,180 | $46.7M |
| Presilium Private Wealth, LLC | 11.77% | Add +3.5% | 290,467 | $46.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.40% | Reduce -3.5% | 290,309 | $46.6M |
| EverSource Wealth Advisors, LLC | 3.09% | Add +0.8% | 276,451 | $46.4M |
| Kestra Private Wealth Services, LLC | 0.93% | Add +2.5% | 288,498 | $46.3M |
| Bessemer Group Inc. | 0.08% | Add +12.3% | 285,490 | $45.8M |
| Cresset Asset Management, LLC | 0.19% | Add +19.4% | 282,628 | $45.6M |
| Koshinski Asset Management, Inc. | 4.10% | Reduce -0.4% | 275,551 | $44.2M |
| Coldstream Capital Management Inc. | 1.08% | Reduce -1.3% | 275,307 | $44.2M |
| Pathway Financial Advisors LLC | 11.90% | Add +1.7% | 274,567 | $44.0M |
| Waverly Advisors, LLC | 0.85% | Reduce -0.2% | 268,724 | $43.1M |
| BIP Wealth, LLC | 3.44% | Add +8.3% | 262,180 | $42.1M |
| Vanguard Group Inc. | 0.00% | Add +17.5% | 257,378 | $41.3M |
| Cassady Schiller Wealth Management, LLC | 16.76% | Add +9.5% | 257,182 | $41.3M |
| Franklin Resources Inc. | 0.01% | Reduce -0.3% | 256,846 | $41.2M |
| Baron Silver Stevens Financial Advisors, LLC | 7.83% | Add +3.3% | 255,597 | $41.0M |
| Hirtle & Co., LLC | 2.05% | Reduce -0.3% | 254,812 | $40.9M |
| NewEdge Wealth, LLC | 0.88% | Reduce -1.1% | 252,304 | $40.5M |
| Advisors Capital Management, LLC | 0.70% | Add +15.3% | 249,636 | $40.0M |
| Dakota Wealth Management | 0.94% | Reduce -10.3% | 247,015 | $39.6M |
| Apella Capital, LLC | 1.77% | Add +2.4% | 246,060 | $39.5M |
| Alliancebernstein L.P. | 0.01% | Add +5.4% | 244,702 | $39.3M |
| Peninsula Wealth, LLC | 7.33% | Reduce -24.6% | 238,646 | $39.2M |
| Comerica Bank | 0.16% | Reduce -1.8% | 242,662 | $38.9M |
| Sepio Capital, LP | 3.57% | Reduce -1.9% | 242,516 | $38.9M |
| Mgo One Seven LLC | 1.83% | Add +67.9% | 240,077 | $38.5M |
| Gleason Group, Inc. | 7.78% | Reduce -0.3% | 238,923 | $38.3M |
| Crane Advisory, LLC | 7.36% | Add +3.1% | 238,099 | $38.2M |
| Grey Fox Wealth Advisors, LLC | 13.39% | Add +4.4% | 235,791 | $38.1M |
| Trustmark Bank Trust Department | 3.05% | Reduce -2.6% | 236,902 | $38.0M |
| Baltimore-Washington Financial Advisors, Inc. | 2.23% | Add +3.9% | 235,455 | $37.8M |
| Federation des caisses Desjardins du Quebec | 0.20% | Reduce -3.5% | 234,895 | $37.7M |
| 49 Wealth Management, LLC | 7.41% | Add +25.4% | 235,296 | $37.6M |
| TL Private Wealth | 16.94% | Add +0.0% | 224,033 | $37.5M |
| Strategic Investment Advisors / MI | 4.46% | Add +3.8% | 227,879 | $36.6M |
| Townsquare Capital LLC | 0.50% | Reduce -2.3% | 226,673 | $36.4M |
| Clark Asset Management, LLC | 10.05% | Add +10.3% | 226,250 | $36.3M |
| Forvis Mazars Wealth Advisors, LLC | 0.90% | Reduce -31.4% | 225,897 | $36.2M |
| Chaney Capital Management, Inc. | 23.90% | Add +12.3% | 224,886 | $36.1M |
| Truefg, LLC | 12.89% | Add +0.6% | 222,486 | $35.7M |
| M&T Bank Corp | 0.12% | Add +10.1% | 219,274 | $35.2M |
| Arax Advisory Partners | 3.40% | Reduce -0.5% | 217,266 | $34.9M |
| DAVENPORT & Co LLC | 0.22% | Add +9.8% | 216,247 | $34.7M |
| Old Mission Investment Co LLC | 11.27% | Add +0.3% | 216,131 | $34.7M |
| Glenmede Trust Co. NA | 0.18% | Reduce -2.6% | 215,749 | $34.6M |
| Financial Planning & Information Services, Inc. | 5.28% | Reduce -1.4% | 215,448 | $34.6M |
| Lebenthal Global Advisors, LLC | 7.54% | Reduce -2.3% | 214,533 | $34.4M |
| Schechter Investment Advisors, LLC | 2.58% | Add +2.7% | 213,016 | $34.2M |
| Angeles Investment Advisors, LLC | 1.73% | Reduce -57.3% | 211,622 | $33.9M |
| Kaydan Wealth Management, Inc. | 11.86% | Add +25.6% | 208,676 | $33.5M |
| Thrivent Financial for Lutherans | 0.07% | Reduce -56.2% | 204,915 | $32.9M |
| Affinity Capital Advisors, LLC | 6.79% | Add +3.0% | 201,534 | $32.3M |
| Forte Capital LLC | 3.84% | Reduce -11.8% | 198,481 | $31.8M |
| Regatta Capital Group, LLC | 6.79% | Add +1.8% | 196,494 | $31.5M |
| Stephens Consulting, LLC | 8.92% | Add +4.1% | 195,168 | $31.3M |
| Noble Family Wealth, LLC | 8.99% | Add +0.2% | 194,693 | $31.2M |
| Freedom Investment Management, Inc. | 2.53% | Add +1.2% | 193,037 | $31.0M |
| Cary Street Partners Asset Management LLC | 4.54% | Reduce -8.3% | 192,932 | $30.9M |
| Concurrent Investment Advisors, LLC | 1.02% | Add +20.8% | 191,561 | $30.7M |
| Relative Value Partners Group, LLC | 3.98% | Reduce -69.9% | 190,833 | $30.6M |
| Lake Street Private Wealth, LLC | 3.98% | Add +5.3% | 190,833 | $30.6M |
| TD Private Client Wealth LLC | 0.95% | Add +6.4% | 187,125 | $30.0M |
| Mesirow Financial Investment Management, Inc. | 0.67% | Reduce -5.2% | 186,120 | $29.9M |
| Sageworth Trust Co | 1.88% | Reduce -12.3% | 186,273 | $29.8M |
| Fee-Only Financial Planning, L.C. | 19.33% | Reduce -1.3% | 179,029 | $28.7M |
| Golden Road Advisors LLC | 23.67% | Reduce -4.2% | 178,712 | $28.7M |
| Mainsail Asset Management, LLC | 22.74% | Add +0.5% | 178,891 | $28.7M |
| Jacobsen Capital Management | 12.78% | Reduce -0.1% | 178,310 | $28.6M |
| Cornerstone Wealth Advisors, Inc. | 8.56% | Add +1.0% | 178,285 | $28.6M |
| Platte River Wealth Advisors, LLC | 8.02% | Reduce -1.4% | 178,223 | $28.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3.15% | Add +17.9% | 177,533 | $28.5M |
| Brown Advisory Inc. | 0.04% | Add +8.9% | 176,036 | $28.2M |
| Merit Financial Group, LLC | 0.62% | Add +0.2% | 174,109 | $27.9M |
| Angeles Wealth Management, LLC | 2.62% | Reduce -5.9% | 173,868 | $27.9M |
| Creative Financial Designs Inc. | 2.46% | Add +1.4% | 172,297 | $27.6M |
| MTC Wealth Management LLC | 13.11% | Reduce -3.0% | 171,662 | $27.5M |
| Studio Investment Management LLC | 6.14% | Add +0.5% | 166,084 | $27.0M |
| Kaye Capital Management | 11.34% | Add +1.6% | 167,893 | $26.9M |
| Buckingham Strategic Wealth, LLC | 0.28% | Reduce -7.8% | 166,616 | $26.7M |
| Legacies Wealth LLC | 23.27% | Reduce -1.2% | 166,029 | $26.6M |
| First American Trust, FSB | 2.67% | Add +36.8% | 165,670 | $26.6M |
| Warwick Investment Management, Inc. | 6.20% | Add +0.9% | 165,065 | $26.5M |
| FLC Capital Advisors | 6.49% | Reduce -0.8% | 164,536 | $26.4M |
| Hiley Hunt Wealth Management | 16.26% | Reduce -0.4% | 164,093 | $26.3M |
| Private Capital Management LLC | 5.22% | Add +3.5% | 163,896 | $26.3M |
| OLIO Financial Planning | 11.07% | Reduce -0.2% | 175,216 | $26.3M |
| Sigma Investment Counselors Inc. | 1.64% | Add +3.2% | 163,179 | $26.2M |
| Mosaic Family Wealth Partners, LLC | 4.21% | Add +1.4% | 163,075 | $26.2M |
| MAI Capital Management | 0.26% | Add +1.3% | 162,240 | $26.0M |
| Wealth Alliance Advisory Group, LLC | 5.81% | Add +1.3% | 160,734 | $25.8M |
| HUB Investment Partners, LLC | 1.24% | Add +19.0% | 160,360 | $25.7M |
| Arbor Wealth Advisors LLC | 24.91% | Add +0.1% | 157,376 | $25.2M |
| Wealth Architects, LLC | 3.04% | Reduce -0.6% | 154,893 | $24.8M |
| Warner Financial, Inc. | 12.02% | Add +0.6% | 153,706 | $24.7M |
| Marino, Stram & Associates LLC | 5.90% | Add +0.8% | 150,594 | $24.2M |
| Oarsman Capital, Inc. | 5.32% | Add +24.0% | 150,466 | $24.1M |
| Rise Advisors, LLC | 12.78% | Add +5.2% | 150,319 | $24.1M |
| Brown Wealth Management, LLC | 9.66% | Add +5.5% | 149,431 | $24.0M |
| Financial Engines Advisors L.L.C. | 0.05% | Add +78.3% | 145,742 | $23.5M |
| Prospera Financial Services Inc | 0.65% | Reduce -21.5% | 146,003 | $23.4M |
| TD Capital Management LLC | 2.42% | Reduce -0.4% | 144,372 | $23.2M |
| Cambridge Capital Management, LLC | 17.02% | Add +1.4% | 143,445 | $23.0M |
| Parker Financial LLC | 12.52% | Reduce -0.9% | 143,390 | $23.0M |
| Towerpoint Wealth, LLC | 11.46% | Reduce -1.9% | 143,181 | $23.0M |
| Parallel Advisors, LLC | 0.59% | Add +29.2% | 143,022 | $22.9M |
| Courier Capital LLC | 1.82% | Reduce -0.5% | 142,894 | $22.9M |
| Advisory Services Network, LLC | 0.47% | Reduce -1.5% | 142,855 | $22.9M |
| Northern Trust Corp. | 0.00% | Add +1.7% | 141,596 | $22.7M |
| Frisch Financial Group, Inc. | 6.86% | Add +15.1% | 141,092 | $22.6M |
| FWG Holdings, LLC | 11.35% | Add +4.8% | 136,810 | $22.6M |
| Ameritas Advisory Services, LLC | 0.85% | Add +3.6% | 140,783 | $22.6M |
| Mutual Advisors, LLC | 0.68% | Add +16.2% | 135,423 | $22.6M |
| Bragg Financial Advisors, Inc | 1.00% | Add +0.1% | 140,203 | $22.5M |
| Waypoint Capital Advisors, LLC | 5.61% | Add +47.6% | 139,901 | $22.4M |
| Allen Wealth Management, LLC | 19.87% | Add +0.9% | 139,125 | $22.3M |
| Janus Henderson Group PLC | 0.01% | New | 138,509 | $22.2M |
| Savant Capital, LLC | 0.22% | Add +13.2% | 138,192 | $22.2M |
| Avior Wealth Management, LLC | 0.95% | Add +131.6% | 138,085 | $22.2M |
| Quest Investment Management LLC | 2.42% | Reduce -0.1% | 136,332 | $21.9M |
| Market Street Wealth Management Advisors LLC | 3.74% | Add +1.5% | 135,927 | $21.8M |
| Clayton Financial Group LLC | 9.43% | Add +6.2% | 133,810 | $21.8M |
| Acorn Creek Capital LLC | 12.96% | Add +3.1% | 135,409 | $21.7M |
| Certified Advisory Corp | 2.64% | Reduce -5.6% | 131,212 | $21.0M |
| Capital Wealth Management, LLC | 9.62% | Add +1.2% | 131,012 | $21.0M |
| Fifth Third Securities, Inc. | 1.93% | Reduce -1.0% | 129,708 | $20.9M |
| Great Valley Advisor Group, Inc. | 0.59% | Add +6.9% | 130,363 | $20.9M |
| Cahill Financial Advisors Inc. | 2.84% | Add +1.3% | 129,246 | $20.7M |
| AAF Wealth Management, LLC | 10.71% | Add +8.8% | 128,893 | $20.7M |
| Global Retirement Partners, LLC | 0.65% | Add +0.7% | 128,610 | $20.6M |
| Droms Strauss Advisors Inc. /Mo/ | 7.40% | Reduce -3.1% | 127,454 | $20.4M |
| Waterford Advisors, LLC | 8.51% | Add +1.1% | 126,553 | $20.3M |
| Evolution Advisers, Inc. | 11.43% | Reduce -0.9% | 123,976 | $19.9M |
| First PREMIER Bank | 5.32% | Add +1.0% | 123,955 | $19.9M |
| Integrated Wealth Concepts LLC | 0.27% | Add +7.9% | 122,920 | $19.7M |
| RFG Advisory, LLC | 0.64% | Add +13.9% | 122,870 | $19.7M |
| Chicago Partners Investment Group LLC | 0.76% | Reduce -1.3% | 117,836 | $19.7M |
| Wealthspan Partners, LLC | 10.81% | Add +6.9% | 122,124 | $19.6M |
| Venture Visionary Partners LLC | 0.90% | Reduce -1.1% | 120,502 | $19.3M |
| J.W. Cole Advisors, Inc. | 0.90% | Add +8.0% | 118,609 | $19.0M |
| Heartwood Wealth Advisors LLC | 2.26% | Add +0.3% | 117,733 | $18.9M |
| Principal Securities, Inc. | 0.52% | Add +0.0% | 117,455 | $18.8M |
| Bank of Montreal | 0.01% | Reduce -2.2% | 115,596 | $18.8M |
| 25 LLC | 8.89% | Reduce -0.8% | 116,741 | $18.7M |
| Spire Wealth Management | 0.66% | Reduce -0.2% | 116,560 | $18.7M |
| Obsidian Cio, LLC | 4.44% | Add +24.3% | 116,525 | $18.7M |
| Shore Point Advisors, LLC | 10.60% | Add +1.3% | 116,377 | $18.7M |
| McIlrath & Eck, LLC | 2.74% | Add +32.3% | 115,213 | $18.5M |
| Copperwynd Financial, LLC | 6.04% | Add +13.9% | 109,992 | $18.5M |
| Veery Capital, LLC | 7.48% | Reduce -2.6% | 115,132 | $18.5M |
| Valley Wealth Managers, Inc. | 1.47% | Reduce -19.0% | 114,744 | $18.4M |
| Wealthcare Advisory Partners LLC | 0.57% | Reduce -0.1% | 114,609 | $18.4M |
| Composition Wealth, LLC | 0.45% | Reduce -4.4% | 113,958 | $18.3M |
| Whitegate Investment Counselors, Inc. | 5.11% | Reduce -1.2% | 112,140 | $18.0M |
| Arcadia Wealth Management, LLC | 10.22% | Add +10.3% | 111,548 | $17.9M |
| Wellspring Financial Advisors, LLC | 2.00% | Reduce -0.4% | 944,484 | $17.8M |
| Stratos Wealth Partners, LTD. | 0.29% | Reduce -2.7% | 111,180 | $17.8M |
| Lokken Investment Group LLC | 8.38% | Add +6.5% | 111,065 | $17.8M |
| Nabity-Jensen Investment Management Inc | 14.47% | Reduce -1.2% | 110,317 | $17.7M |
| Dynamic Advisor Solutions LLC | 0.56% | Add +10.1% | 110,298 | $17.7M |
| Firestone Capital Management | 4.82% | Add +5.3% | 110,176 | $17.7M |
| Hemington Wealth Management | 5.90% | Reduce -2.8% | 109,044 | $17.5M |
| Smith & Howard Wealth Management, LLC | 5.20% | Add +1.3% | 108,587 | $17.4M |
| Staley Capital Advisers Inc. | 0.80% | Add +0.1% | 108,274 | $17.4M |
| Topel & Distasi Wealth Management, LLC | 7.59% | Add +0.4% | 107,691 | $17.3M |
| Marshall Financial Group Inc. | 5.60% | Reduce -0.1% | 107,606 | $17.3M |
| Bay Harbor Wealth Management, LLC | 5.96% | Reduce -4.3% | 105,911 | $17.1M |
| Manchester Capital Management LLC | 2.04% | Reduce -5.4% | 105,892 | $17.0M |
| Tenret Co LLC | 11.53% | Add +1.7% | 103,740 | $16.6M |
| Aspire Private Capital, LLC | 4.27% | Add +0.6% | 103,342 | $16.6M |
| CW Advisors, LLC | 0.26% | Add +0.6% | 102,803 | $16.5M |
| VestGen Investment Management | 4.85% | Reduce -1.0% | 102,167 | $16.4M |
| Cherry Tree Wealth Management, LLC | 4.09% | Reduce -0.0% | 101,435 | $16.3M |
| Beacon Financial Strategies CORP | 11.67% | Reduce -0.9% | 101,062 | $16.2M |
| SWP Financial LLC | 10.71% | Add +47.0% | 101,003 | $16.2M |
| Hoylecohen, LLC | 1.22% | Reduce -4.8% | 100,446 | $16.1M |
| Valence8 US LP | 8.36% | Reduce -19.6% | 100,003 | $16.0M |
| Annapolis Financial Services, LLC | 5.19% | Reduce -4.0% | 99,920 | $16.0M |
| Compton Wealth Advisory Group, LLC | 4.22% | Add +2.9% | 98,681 | $15.8M |
| White Lighthouse Investment Management Inc. | 3.04% | Add +2.5% | 98,499 | $15.7M |
| Bell Investment Advisors, Inc | 3.08% | Reduce -3.0% | 97,837 | $15.7M |
| AE Wealth Management LLC | 0.16% | Add +51.2% | 97,684 | $15.7M |
| Evergreen Capital Management LLC | 0.56% | Add +2.1% | 95,870 | $15.5M |
| Elm Partners Management LLC | 1.18% | Add +12.0% | 96,045 | $15.4M |
| First Horizon Advisors, Inc. | 0.47% | Add +43.5% | 95,935 | $15.4M |
| Aspen Wealth Strategies, LLC | 10.65% | Reduce -1.4% | 91,392 | $15.3M |
| Valley National Advisers Inc. | 2.27% | Add +14.3% | 95,330 | $15.3M |
| Legacy Edge Advisors, LLC | 2.80% | Reduce -2.2% | 94,586 | $15.2M |
| Matrix Private Capital Group LLC | 9.53% | Add +8.0% | 93,928 | $15.2M |
| Hilltop Partners LLC | 5.59% | Reduce -10.9% | 94,478 | $15.2M |
| Gallagher Fiduciary Advisors, LLC | 3.35% | Reduce -15.9% | 93,074 | $14.9M |
| Goldstone Financial Group, LLC | 2.98% | Add +10.9% | 92,580 | $14.9M |
| Cresta Advisors, Ltd. | 8.77% | Reduce -0.9% | 92,164 | $14.8M |
| Focus Partners Advisor Solutions, LLC | 0.39% | Add +40.0% | 92,115 | $14.8M |
| Mitchell McLeod Pugh & Williams Inc. | 3.36% | Add +16.2% | 91,659 | $14.7M |
| R. W. Roge & Company, Inc. | 8.40% | Add +3.4% | 91,662 | $14.7M |
| Stone Summit Wealth LLC | 5.25% | Add +1.9% | 91,294 | $14.6M |
| Bare Financial Services, Inc | 7.61% | Add +292.2% | 86,123 | $14.5M |
| Associated Banc-Corp | 0.45% | Reduce -2.2% | 90,149 | $14.5M |
| Sovereign Financial Group, Inc. | 3.60% | Add +8.7% | 90,106 | $14.5M |
| Global Strategic Investment Solutions, LLC | 1.74% | No change | 89,986 | $14.4M |
| CJM Wealth Advisers, Ltd. | 5.31% | Add +2.1% | 90,311 | $14.4M |
| Aspiriant, LLC | 0.59% | Add +4.6% | 89,926 | $14.4M |
| Pure Financial Advisors, LLC | 0.40% | Add +3.2% | 89,355 | $14.3M |
| Greenup Street Wealth Management LLC | 3.32% | Reduce -4.0% | 88,085 | $14.1M |
| UMB Bank, n.a. | 0.23% | Add +3.7% | 87,277 | $14.0M |
| SOL Capital Management CO | 1.68% | Add +4.3% | 87,220 | $14.0M |
| Robinswood Financial LLC | 5.63% | Add +5.6% | 86,705 | $13.9M |
| Prairieview Wealth Partners, LLC | 11.84% | Add +1.5% | 86,651 | $13.9M |
| Obsidian Personal Planning Solutions LLC | 8.39% | Add +4.7% | 85,744 | $13.8M |
| Park Avenue Securities LLC | 0.17% | Add +4.6% | 85,663 | $13.7M |
| ING Groep NV | 0.08% | Add +2407.2% | 85,043 | $13.6M |
| Systelligence, LLC | 3.63% | New | 85,033 | $13.6M |
| Pathstone Holdings, LLC | 0.06% | Reduce -7.4% | 84,966 | $13.6M |
| First National Bank of Omaha | 0.89% | Add +0.8% | 84,235 | $13.5M |
| Gemmer Asset Management LLC | 1.43% | Add +1.8% | 83,531 | $13.4M |
| Falcon Wealth Planning | 1.74% | Reduce -36.5% | 83,489 | $13.4M |
| Sightline Wealth Advisors, LLC | 8.23% | Add +14.9% | 82,455 | $13.2M |
| Cambridge Associates LLC /Ma/ | 0.60% | Add +102.0% | 81,110 | $13.0M |
| TBH Global Asset Management, LLC | 2.86% | Reduce -28.5% | 80,362 | $12.9M |
| Breakwater Capital Group | 2.91% | Add +3.2% | 79,949 | $12.8M |
| First United Bank & Trust | 4.73% | Reduce -1.0% | 79,208 | $12.7M |
| Bank Hapoalim BM | 1.88% | New | 79,000 | $12.7M |
| Essex Financial Services, Inc. | 0.93% | Add +14.2% | 77,162 | $12.6M |
| Greenhouse Wealth Management, LLC | 9.18% | Reduce -1.2% | 78,369 | $12.6M |
| Kestra Investment Management, LLC | 0.85% | — | 78,206 | $12.5M |
| Trinity Financial Advisors LLC | 5.58% | Reduce -11.4% | 77,257 | $12.5M |
| Wealthspire Retirement, LLC | 1.04% | Add +1.9% | 77,285 | $12.4M |
| Sowell Financial Services LLC | 0.59% | Reduce -4.0% | 76,490 | $12.3M |
| Leeward Financial Partners, LLC | 5.01% | Reduce -1.6% | 76,952 | $12.3M |
| Advantage Trust Co | 8.81% | Add +7.7% | 76,515 | $12.3M |
| SlateStone Wealth, LLC | 1.32% | Reduce -2.1% | 76,109 | $12.2M |
| Ellis Investment Partners, LLC | 2.58% | Add +12.7% | 76,093 | $12.2M |
| Berger Financial Group, Inc | 0.96% | Reduce -21.1% | 75,291 | $12.1M |
| E&G Advisors, LLC | 3.55% | Reduce -1.1% | 75,263 | $12.1M |
| Plum Street Advisors, LLC | 7.02% | Reduce -1.2% | 75,074 | $12.0M |
| Latigo Investments, LLC | 6.15% | No change | 74,918 | $12.0M |
| Schwallier Wealth Management LLC | 9.66% | Reduce -0.1% | 74,116 | $11.9M |
| Nations Financial Group Inc, /Ia/ | 0.97% | Add +3.7% | 74,105 | $11.9M |
| Oak Root LLC | 1.58% | Add +4.4% | 73,863 | $11.8M |
| Bokf, NA | 0.21% | Add +7.1% | 73,803 | $11.8M |
| IFG Advisory, LLC | 0.76% | Add +2.7% | 73,338 | $11.8M |
| KFA Private Wealth Group, LLC | 6.06% | Reduce -23.5% | 72,966 | $11.7M |
| NBT Bank, N.A. | 0.84% | Add +8.9% | 72,887 | $11.7M |
| Horizon Bancorp Inc. | 5.56% | Add +57.4% | 72,884 | $11.7M |
| Visionary Wealth Advisors | 0.76% | Reduce -0.2% | 72,212 | $11.6M |
| Ascent Group, LLC | 0.94% | Reduce -4.2% | 71,823 | $11.5M |
| Madden Advisory Services, Inc. | 5.84% | Add +1.2% | 71,627 | $11.5M |
| Archford Capital Strategies, LLC | 1.85% | Add +2.4% | 71,315 | $11.4M |
| Boyd Wealth Management, LLC | 6.28% | Add +2.4% | 70,962 | $11.4M |
| Clark Financial Services Group Inc. | 11.98% | Add +6.3% | 70,806 | $11.4M |
| Northeast Financial Consultants Inc | 0.52% | Reduce -11.6% | 70,611 | $11.3M |
| Weaver Capital Management LLC | 3.65% | Add +0.4% | 70,458 | $11.3M |
| Financial Advisory Partners, LLC | 4.17% | Add +5.6% | 69,558 | $11.2M |
| CENTRAL TRUST Co | 0.27% | Reduce -19.0% | 69,101 | $11.1M |
| QRG Capital Management, Inc. | 0.13% | Reduce -5.2% | 68,395 | $11.0M |
| Dynamic Wealth Strategies, LLC | 9.40% | Reduce -1.8% | 68,214 | $10.9M |
| Sigma Planning Corp | 0.35% | Add +0.5% | 68,008 | $10.9M |
| BLB&B Advisors, LLC | 0.59% | Reduce -12.2% | 66,841 | $10.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.05% | Reduce -10.1% | 67,000 | $10.7M |
| Americana Partners, LLC | 0.84% | No change | 66,760 | $10.7M |
| Diversified Portfolios, Inc. | 1.41% | Reduce -0.8% | 66,621 | $10.7M |
| Bruce G. Allen Investments, LLC | 8.98% | Reduce -2.6% | 66,583 | $10.7M |
| Windham Capital Management, LLC | 8.36% | Reduce -0.8% | 66,581 | $10.7M |
| Aire Advisors, LLC | 2.42% | Reduce -0.3% | 66,274 | $10.6M |
| Quotient Wealth Partners, LLC | 0.37% | Reduce -20.0% | 66,141 | $10.6M |
| Red Wave Investments LLC | 3.91% | Reduce -0.4% | 66,020 | $10.6M |
| CGN Advisors LLC | 1.23% | Reduce -0.7% | 65,791 | $10.6M |
| AJ Advisors, LLC | 5.83% | Reduce -21.2% | 65,757 | $10.5M |
| Tortoise Investment Management, LLC | 1.20% | Add +7.4% | 65,709 | $10.5M |
| American Investment Services, Inc. | 1.85% | Reduce -1.7% | 65,296 | $10.5M |
| Capital Investment Advisory Services, LLC | 1.07% | Add +213.5% | 64,820 | $10.4M |
| One Charles Private Wealth Services, LLC | 4.31% | Add +13.1% | 64,590 | $10.4M |
| CX Institutional | 0.48% | Add +0.5% | 64,307 | $10.3M |
| Snowden Capital Advisors LLC | 0.31% | Reduce -0.2% | 63,813 | $10.3M |
| Consolidated Portfolio Review Corp | 2.40% | Add +31.8% | 64,188 | $10.3M |
| REAP Financial Group, LLC | 2.76% | Reduce -1.1% | 63,852 | $10.2M |
| Mokosak Advisory Group, LLC | 3.38% | Reduce -0.5% | 63,807 | $10.2M |
| Founders Financial Securities LLC | 0.97% | Add +32.6% | 63,791 | $10.2M |
| Worth Asset Management, LLC | 6.03% | New | 63,311 | $10.2M |
| Arden Trust Co | 1.42% | Reduce -0.5% | 63,306 | $10.2M |
| &partners | 0.44% | Add +108.8% | 63,223 | $10.1M |
| Everhart Financial Group, Inc. | 2.63% | Reduce -3.9% | 63,113 | $10.1M |
| Collective Family Office LLC | 2.97% | Add +9.1% | 63,025 | $10.1M |
| HRT Financial LP | 0.06% | Add +25.9% | 62,631 | $10.0M |
| 5th Street Advisors, LLC | 5.18% | Add +2.9% | 61,798 | $9.9M |
| Transcend Capital Advisors, LLC | 0.72% | Reduce -0.7% | 61,484 | $9.9M |
| Lodestar Private Asset Management LLC | 1.35% | Add +1.3% | 61,279 | $9.8M |
| Emerald Advisors, LLC | 1.49% | Add +0.4% | 61,263 | $9.8M |
| Grove Bank & Trust | 1.58% | Add +10.5% | 61,214 | $9.8M |
| Regent Peak Wealth Advisors LLC | 2.23% | Reduce -2.9% | 60,638 | $9.7M |
| Retirement Planning Group, LLC | 0.62% | Reduce -3.9% | 60,524 | $9.7M |
| Maryland Capital Advisors Inc. | 5.22% | Reduce -1.9% | 60,414 | $9.7M |
| Valmark Advisers, Inc. | 0.16% | Add +7.6% | 60,076 | $9.6M |
| OneDigital Investment Advisors LLC | 0.12% | Add +66.3% | 60,011 | $9.6M |
| TKG Advisors, LLC | 5.17% | Add +53.5% | 59,425 | $9.5M |
| Kathmere Capital Management, LLC | 1.01% | Add +2.5% | 59,393 | $9.5M |
| Farther Finance Advisors, LLC | 0.46% | Reduce -12.3% | 59,518 | $9.5M |
| BTC Capital Management, Inc. | 0.88% | Reduce -0.5% | 58,860 | $9.4M |
| Cutler Investment Counsel LLC | 1.28% | Reduce -0.4% | 58,404 | $9.4M |
| LaSalle St. Investment Advisors, LLC | 4.67% | Add +1.6% | 58,247 | $9.3M |
| Von Berge Wealth Management Group, LLC | 5.92% | Add +0.5% | 58,339 | $9.3M |
| WealthShield Partners, LLC | 1.41% | Add +1.8% | 57,343 | $9.3M |
| Zhang Financial LLC | 0.65% | Add +0.8% | 57,586 | $9.2M |
| Vicus Capital | 0.83% | Add +7.5% | 57,460 | $9.2M |
| First Heartland Consultants, Inc. | 0.91% | Add +3.0% | 57,076 | $9.2M |
| Sandbox Financial Partners, LLC | 3.51% | Add +1.1% | 57,035 | $9.1M |
| Harbour Investments, Inc. | 0.31% | Add +7.4% | 56,818 | $9.1M |
| Keeler & Nadler Financial Planning & Wealth Management | 4.98% | Add +1.8% | 56,479 | $9.1M |
| Sterling Investment Advisors LLC | 5.53% | Reduce -0.2% | 56,465 | $9.1M |
| Commerce Bank | 0.06% | Reduce -0.7% | 56,317 | $9.0M |
| Capital Analysts, LLC | 0.40% | Add +5.9% | 56,165 | $9.0M |
| Impact Partnership Wealth, LLC | 2.35% | Add +7.6% | 55,785 | $8.9M |
| Safir Wealth Advisors, LLC | 7.32% | Add +0.9% | 55,655 | $8.9M |
| Gill Capital Partners, LLC | 3.45% | Add +5.5% | 55,632 | $8.9M |
| Avestar Capital, LLC | 0.99% | Add +1.8% | 55,583 | $8.9M |
| Cooksen Wealth, LLC | 8.98% | Add +0.5% | 55,460 | $8.9M |
| Wealthfront Advisers LLC | 0.03% | Add +2.9% | 55,334 | $8.9M |
| Cranbrook Wealth Management, LLC | 2.18% | Add +0.8% | 55,170 | $8.8M |
| WBH Advisory Inc. | 0.88% | Add +1.6% | 54,424 | $8.7M |
| Steele Capital Management, Inc. | 0.49% | Add +13.3% | 53,981 | $8.7M |
| Lutz Financial Services LLC | 0.76% | Add +1.6% | 54,308 | $8.7M |
| Breed's Hill Capital LLC | 7.62% | No change | 53,659 | $8.6M |
| Concourse Financial Group Securities, Inc. | 0.54% | Add +4.0% | 53,219 | $8.6M |
| Affiance Financial, LLC | 2.24% | Add +1.6% | 53,491 | $8.6M |
| Black Diamond Financial, LLC | 1.66% | Add +5.5% | 53,473 | $8.6M |
| Main Line Retirement Advisors, LLC | 6.55% | Add +3.7% | 53,340 | $8.6M |
| Richard P Slaughter Associates Inc | 2.01% | Add +7.5% | 53,088 | $8.5M |
| Capitolis Liquid Global Markets LLC | 0.11% | No change | 53,000 | $8.5M |
| Raab & Moskowitz Asset Management LLC | 2.30% | Add +3.8% | 52,740 | $8.5M |
| PFG Advisors | 0.56% | Add +10.4% | 51,945 | $8.3M |
| PCA Investment Advisory Services Inc. | 4.36% | Reduce -3.5% | 51,894 | $8.3M |
| Planning Alternatives Ltd. | 1.34% | Reduce -0.2% | 51,526 | $8.3M |
| IFP Advisors, Inc | 0.33% | Reduce -61.3% | 51,414 | $8.2M |
| Integrity Wealth Solutions LLC | 5.36% | Add +2.3% | 51,064 | $8.2M |
| Perigon Wealth Management, LLC | 0.24% | Add +0.5% | 51,279 | $8.2M |
| Qube Research & Technologies Ltd | 0.02% | Add +64.3% | 51,037 | $8.2M |
| G&S Capital LLC | 3.55% | Add +45.1% | 49,524 | $8.2M |
| Mayfair Advisory Group, LLC | 5.52% | Add +6.1% | 49,589 | $8.1M |
| Financial Advocates Investment Management | 0.51% | Reduce -0.5% | 50,774 | $8.1M |
| Apollon Wealth Management, LLC | 0.25% | Reduce -6.2% | 50,632 | $8.1M |
| Magnolia Capital Advisors LLC | 4.53% | New | 50,495 | $8.1M |
| Northstar Group, Inc. | 1.60% | Add +2.4% | 50,484 | $8.1M |
| Hoge Financial Services, LLC | 6.61% | Add +3.0% | 50,294 | $8.1M |
| NorthLanding Financial Partners, LLC | 8.45% | Reduce -2.0% | 49,960 | $8.0M |
| Barings LLC | 0.20% | New | 49,947 | $8.0M |
| Willis Johnson & Associates, Inc. | 0.66% | Reduce -3.6% | 49,904 | $8.0M |
| Halpern Financial, Inc. | 2.19% | Add +17.1% | 49,750 | $8.0M |
| Interchange Capital Partners, LLC | 2.93% | Add +4.8% | 49,631 | $8.0M |
| Pinnacle Associates Ltd. | 0.12% | Reduce -0.8% | 49,404 | $7.9M |
| JMG Financial Group, Ltd. | 0.30% | Reduce -5.2% | 49,321 | $7.9M |
| Nicolet Advisory Services, LLC | 0.76% | Reduce -0.8% | 48,743 | $7.9M |
| Cornerstone Wealth Management, LLC | 0.60% | Add +2.0% | 48,675 | $7.8M |
| Silverleafe Capital Partners, LLC | 2.75% | New | 48,587 | $7.8M |
| Oppenheimer & Co. Inc. | 0.12% | Add +5.2% | 48,517 | $7.8M |
| Beacon Bridge Wealth Partners, LLC | 3.56% | Reduce -26.8% | 48,331 | $7.8M |
| Olistico Wealth, LLC | 4.93% | Add +0.5% | 48,213 | $7.7M |
| Gray Wealth Management Inc. | 3.30% | Reduce -4.5% | 47,625 | $7.6M |
| Edmonds Duncan Registered Investment Advisors, LLC | 1.86% | Reduce -0.2% | 47,503 | $7.6M |
| Arkadios Wealth Advisors | 0.51% | Reduce -31.3% | 47,465 | $7.6M |
| Orser Capital Management, LLC | 5.69% | Add +195.4% | 47,130 | $7.6M |
| TPG Financial Advisors, LLC | 3.54% | — | 46,670 | $7.5M |
| Weinberger Asset Management, Inc | 3.51% | Reduce -1.4% | 46,449 | $7.5M |
| Mayport, LLC | 2.65% | Add +11.7% | 46,442 | $7.4M |
| Avantax Planning Partners, Inc. | 0.24% | Reduce -0.8% | 46,342 | $7.4M |
| Private Wealth Advisors, LLC | 3.24% | Reduce -0.4% | 46,456 | $7.4M |
| Elevated Capital Advisors, LLC | 2.06% | Reduce -3.8% | 45,770 | $7.3M |
| CWS Financial Advisors, LLC | 2.89% | Add +9.3% | 45,748 | $7.3M |
| Estate Counselors, LLC | 0.80% | Add +277.1% | 45,665 | $7.3M |
| Lido Advisors, LLC | 0.06% | Add +0.6% | 45,339 | $7.3M |
| Cora Capital Advisors LLC | 3.74% | Add +0.9% | 45,309 | $7.3M |
| Cyndeo Wealth Partners, LLC | 0.57% | Reduce -4.3% | 45,272 | $7.3M |
| Eclectic Associates Inc. | 3.22% | Add +4.7% | 45,214 | $7.3M |
| HB Wealth Management, LLC | 0.08% | Reduce -20.4% | 44,793 | $7.2M |
| STAR Financial Bank | 5.51% | Add +35.6% | 44,568 | $7.1M |
| Traveka Wealth, LLC | 3.47% | Add +19.4% | 44,353 | $7.1M |
| Corrigan Financial, Inc. | 1.81% | No change | 43,611 | $7.1M |
| First County Bank | 3.65% | Add +23.4% | 44,264 | $7.1M |
| Moody National Bank Trust Division | 0.54% | Add +106.9% | 43,591 | $7.0M |
| Neuberger Berman Group LLC | 0.01% | Add +3.2% | 43,561 | $7.0M |
| FF Advisors,LLC | 4.91% | Add +0.1% | 43,504 | $7.0M |
| Uptick Partners, LLC | 5.35% | Reduce -2.1% | 42,783 | $7.0M |
| Atmos Advisory, LLC | 5.45% | Add +3.6% | 43,433 | $7.0M |
| Millennium Management | 0.01% | Reduce -56.3% | 43,358 | $7.0M |
| Etfidea, LLC | 2.34% | Reduce -0.1% | 43,136 | $6.9M |
| Family Manage LLC | 1.23% | Add +4.9% | 43,087 | $6.9M |
| Gladstone Institutional Advisory LLC | 0.36% | Add +11.8% | 43,051 | $6.9M |
| Stevens Capital Partners | 3.55% | Reduce -5.5% | 42,928 | $6.9M |
| Harbor Investment Advisory, LLC | 0.72% | Add +1.2% | 42,746 | $6.9M |
| Wedbush Securities Inc. | 0.24% | Reduce -1.2% | 42,455 | $6.8M |
| Signet Financial Management, LLC | 0.92% | Reduce -4.1% | 42,316 | $6.8M |
| Hohimer Wealth Management, LLC | 1.57% | Add +1.4% | 42,091 | $6.8M |
| Hardy Reed LLC | 0.67% | Add +1.5% | 41,651 | $6.7M |
| Valeo Financial Advisors, LLC | 0.21% | Add +5.7% | 41,546 | $6.7M |
| Investment Advisory Group, LLC | 2.57% | Add +2.8% | 41,418 | $6.6M |
| Paragon Capital Management Ltd | 1.21% | Reduce -5.5% | 41,251 | $6.6M |
| Drucker Wealth 3.0, LLC | 1.76% | — | 41,224 | $6.6M |
| HTG Investment Advisors, Inc. | 3.56% | Add +11.4% | 41,188 | $6.6M |
| Prestige Wealth Management Group LLC | 1.43% | Reduce -0.5% | 40,922 | $6.6M |
| Brighton Jones LLC | 0.22% | Add +1.4% | 40,793 | $6.5M |
| Kovack Advisors, Inc. | 0.72% | Reduce -2.1% | 40,730 | $6.5M |
| Asset Planning Corporation | 4.88% | Reduce -21.8% | 40,698 | $6.5M |
| Benchmark Wealth Management, LLC | 3.47% | Add +17.1% | 40,558 | $6.5M |
| Pine Valley Investments Ltd Liability Co | 0.48% | Add +1.6% | 40,284 | $6.5M |
| Forbes Financial Planning, Inc. | 5.07% | Add +1.3% | 40,211 | $6.5M |
| Beaumont Asset Management, L.L.C. | 4.14% | Reduce -0.3% | 40,132 | $6.4M |
| Ackerman Capital Advisors, LLC | 1.70% | Reduce -7.1% | 40,000 | $6.4M |
| AlphaStar Capital Management, LLC | 0.59% | Add +6.9% | 39,856 | $6.4M |
| Ocean Park Asset Management, LLC | 0.30% | New | 39,800 | $6.4M |
| Benjamin F. Edwards & Company, Inc. | 0.11% | Reduce -1.6% | 39,649 | $6.4M |
| Ancora Advisors LLC | 0.16% | Reduce -0.3% | 39,454 | $6.3M |
| Agf Management Ltd. | 0.04% | Reduce -20.6% | 39,372 | $6.3M |
| Cardiff Park Advisors, LLC | 0.61% | Reduce -1.2% | 39,351 | $6.3M |
| Csenge Advisory Group | 0.36% | Add +3.9% | 39,319 | $6.3M |
| Mustard Seed Financial, LLC | 5.95% | Add +1.0% | 38,777 | $6.2M |
| GoalFusion Wealth Management, LLC | 3.86% | Add +2.3% | 38,701 | $6.2M |
| Flagstar Securities, Inc. | 1.70% | Reduce -5.3% | 38,453 | $6.2M |
| Simmons Bank | 0.47% | Reduce -3.6% | 38,656 | $6.2M |
| Frontier Asset Management, LLC | 2.23% | Reduce -20.1% | 38,412 | $6.2M |
| Martel Wealth Advisors LLC | 1.31% | Add +0.8% | 38,134 | $6.1M |
| Financial Life Advisors | 2.48% | Reduce -6.4% | 38,027 | $6.1M |
| Gotham Asset Management | 0.08% | Reduce -13.2% | 37,876 | $6.1M |
| Wolf Group Capital Advisors | 2.38% | Add +37.5% | 37,616 | $6.0M |
| Prism Advisors, Inc. | 1.83% | Reduce -1.4% | 37,605 | $6.0M |
| Richardson Financial Services Inc. | 4.33% | Add +0.1% | 37,475 | $6.0M |
| Sharper & Granite LLC | 2.87% | Reduce -1.0% | 37,447 | $6.0M |
| Sax Wealth Advisors, LLC | 0.57% | Reduce -1.2% | 37,439 | $6.0M |
| Koss-Olinger Consulting, LLC | 0.55% | New | 37,363 | $6.0M |
| Register Financial Advisors LLC | 3.03% | Add +8.1% | 37,333 | $6.0M |
| Connecticut Wealth Management, LLC | 0.31% | Add +0.8% | 37,285 | $6.0M |
| Werba Rubin Papier Wealth Management | 1.64% | Add +109.5% | 37,140 | $6.0M |
| Phillips Financial Management, LLC | 0.49% | Reduce -0.7% | 37,028 | $5.9M |
| Watershed Private Wealth LLC | 2.52% | Add +4.4% | 36,946 | $5.9M |
| First National Bank Sioux Falls | 3.07% | Add +26.4% | 36,830 | $5.9M |
| Grey Ledge Advisors, LLC | 1.61% | Add +1.3% | 36,771 | $5.9M |
| Caprock Group, LLC | 0.24% | Add +18.8% | 36,509 | $5.9M |
| Washington Trust Advisors, Inc. | 0.54% | Add +0.3% | 36,712 | $5.9M |
| Kingsview Wealth Management, LLC | 0.14% | Add +14.1% | 36,669 | $5.9M |
| Beaumont Financial Advisors, LLC | 0.47% | Reduce -4.8% | 36,651 | $5.9M |
| Vantagepoint Investment Advisers LLC | 0.80% | No change | 36,300 | $5.8M |
| McLean Asset Management Corp | 1.88% | Reduce -0.2% | 35,795 | $5.8M |
| Stratos Wealth Advisors, LLC | 0.29% | Add +32.1% | 36,112 | $5.8M |
| Cerro Pacific Wealth Advisors LLC | 2.21% | — | 35,983 | $5.8M |
| Family CFO Inc | 3.55% | Reduce -3.5% | 35,947 | $5.8M |
| Savvy Advisors, Inc. | 1.86% | Add +187.1% | 35,585 | $5.7M |
| Oak Hill Wealth Advisors, LLC | 1.72% | — | 35,444 | $5.7M |
| Atlas Capital Advisors Inc. | 0.74% | Reduce -6.3% | 35,321 | $5.7M |
| IHT Wealth Management, LLC | 0.21% | Add +10.7% | 35,308 | $5.7M |
| Flagship Harbor Advisors, LLC | 0.34% | Add +1.6% | 34,867 | $5.6M |
| Integrated Investment Consultants, LLC | 1.53% | No change | 34,172 | $5.6M |
| Semmax Financial Advisors Inc. | 1.67% | Add +5.5% | 33,868 | $5.6M |
| Perennial Investment Advisors, LLC | 0.79% | Add +7.6% | 34,500 | $5.5M |
| Legacy PCG, LLC | 3.45% | Reduce -2.8% | 34,275 | $5.5M |
| Windward Private Wealth Management Inc. | 2.23% | Reduce -3.0% | 34,264 | $5.5M |
| Dravo Bay LLC | 3.05% | Add +2.7% | 34,258 | $5.5M |
| Centaurus Financial, Inc. | 0.37% | Reduce -4.4% | 34,218 | $5.5M |
| Osborne Partners Capital Management, LLC | 0.33% | Add +0.8% | 34,182 | $5.5M |
| Blue Trust, Inc. | 0.07% | Add +132.5% | 33,236 | $5.4M |
| Yarger Wealth Strategies, LLC | 3.24% | No change | 33,557 | $5.4M |
| Abacus Planning Group, Inc. | 1.04% | Reduce -3.3% | 33,516 | $5.4M |
| Aveo Capital Partners, LLC | 0.61% | Reduce -0.2% | 33,432 | $5.4M |
| SageView Advisory Group, LLC | 0.33% | Add +556.3% | 33,426 | $5.4M |
| Florida Financial Advisors, LLC | 3.21% | Add +12.6% | 33,347 | $5.3M |
| LongView Wealth Management | 1.97% | Add +8.5% | 33,311 | $5.3M |
| Financial Counselors Inc. | 0.09% | Add +15.5% | 33,129 | $5.3M |
| Verdence Capital Advisors LLC | 0.47% | Reduce -1.8% | 33,070 | $5.3M |
| Nikulski Financial, Inc. | 1.68% | Reduce -5.8% | 33,001 | $5.3M |
| Baker Boyer National Bank | 1.84% | Add +2.9% | 32,789 | $5.3M |
| Beacon Financial Group | 0.60% | Add +41.0% | 32,595 | $5.2M |
| Texas Yale Capital Corp. | 0.25% | Add +0.4% | 32,507 | $5.2M |
| Strategic Family Wealth Counselors, L.L.C. | 1.98% | Add +5.7% | 32,460 | $5.2M |
| Red Tortoise LLC | 2.81% | Reduce -5.3% | 32,170 | $5.2M |
| NorthCoast Asset Management LLC | 0.04% | Add +146.8% | 32,040 | $5.2M |
| AlTi Global, Inc. | 0.14% | Reduce -0.8% | 31,945 | $5.2M |
| Tsfg, LLC | 1.20% | Reduce -1.8% | 32,093 | $5.1M |
| Advisors Preferred, LLC | 0.89% | Add +27.3% | 32,200 | $5.1M |
| Marietta Wealth Management, LLC | 0.80% | Reduce -1.7% | 31,854 | $5.1M |
| Girard Partners LTD. | 0.48% | Add +0.8% | 31,825 | $5.1M |
| Vivid Wealth Management, LLC | 2.84% | Add +30.6% | 31,635 | $5.1M |
| Edge Capital Group, LLC | 0.25% | Add +0.4% | 31,604 | $5.1M |
| U.S. Capital Wealth Advisors, LLC | 0.19% | Reduce -8.6% | 31,289 | $5.0M |
| O'shaughnessy Asset Management, LLC | 0.05% | Add +17.9% | 31,280 | $5.0M |
| Bath Savings Trust Co | 0.53% | Add +0.8% | 31,250 | $5.0M |
| Kelleher Financial Advisors | 2.05% | Add +0.2% | 31,185 | $5.0M |
| Argent Trust Co | 0.22% | Reduce -1.0% | 31,174 | $5.0M |
| Fermata Advisors, LLC | 1.15% | New | 31,108 | $5.0M |
| Capital Advisors, Ltd. LLC | 0.65% | Add +0.4% | 31,094 | $5.0M |
| Insigneo Advisory Services, LLC | 0.56% | Add +0.0% | 31,118 | $5.0M |
| LPWM LLC | 1.71% | Add +0.3% | 30,859 | $5.0M |
| Stephen J. Garry & Associates, LLC | 5.00% | Reduce -8.5% | 30,812 | $4.9M |
| Accel Wealth Management | 1.98% | Add +0.1% | 30,743 | $4.9M |
| Good Life Advisors, LLC | 0.40% | Add +4.8% | 30,583 | $4.9M |
| Riversedge Advisors, LLC | 1.19% | Reduce -7.6% | 30,514 | $4.9M |
| Johnson Investment Counsel Inc. | 0.05% | Reduce -2.5% | 30,008 | $4.8M |
| Gunma Bank,Ltd. | 4.01% | Add +50.0% | 30,000 | $4.8M |
| Independent Advisor Alliance | 0.16% | Add +11.8% | 29,950 | $4.8M |
| Family Wealth Partners, LLC | 2.49% | Add +10.7% | 29,858 | $4.8M |
| Defined Wealth Management, LLC | 3.31% | Reduce -1.0% | 29,681 | $4.8M |
| ArchPoint Investors | 1.79% | No change | 29,467 | $4.8M |
| Syon Capital LLC | 0.44% | Add +1.7% | 29,621 | $4.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.10% | Reduce -1.1% | 29,615 | $4.8M |
| Chris Bulman Inc | 3.23% | — | 29,415 | $4.7M |
| Opus Capital Group, LLC | 0.67% | Reduce -2.9% | 29,397 | $4.7M |
| Alexander Labrunerie & Co., Inc. | 2.57% | Add +0.5% | 29,363 | $4.7M |
| Lansing Street Advisors | 1.96% | Add +13.7% | 29,324 | $4.7M |
| Diversified Trust Co. | 0.13% | Reduce -0.5% | 29,310 | $4.7M |
| Foundations Investment Advisors, LLC | 0.11% | Reduce -4.3% | 29,294 | $4.7M |
| Raymond James Trust N.A. | 0.11% | Add +5.0% | 29,281 | $4.7M |
| Montag A & Associates Inc. | 0.24% | Reduce -0.6% | 29,057 | $4.7M |
| Sterling Group Wealth Management, LLC | 2.67% | — | 29,030 | $4.7M |
| DT Investment Partners, LLC | 0.41% | Reduce -0.5% | 28,968 | $4.6M |
| IPG Investment Advisors LLC | 1.01% | Add +4.3% | 28,548 | $4.6M |
| Eagle Strategies LLC | 0.88% | Add +5.9% | 28,657 | $4.6M |
| N.E.W. Advisory Services LLC | 0.50% | Reduce -2.4% | 28,637 | $4.6M |
| Wescott Financial Advisory Group, LLC | 0.53% | Reduce -10.0% | 28,582 | $4.6M |
| ICA Group Wealth Management, LLC | 2.73% | Reduce -52.0% | 28,380 | $4.6M |
| Idaho Trust Co | 2.32% | New | 28,348 | $4.5M |
| Novak & Powell Financial Services, Inc. | 2.81% | Add +0.0% | 28,210 | $4.5M |
| Thrive Capital Management, LLC | 2.06% | New | 28,122 | $4.5M |
| Sound View Wealth Advisors Group, LLC | 0.46% | Reduce -2.2% | 28,101 | $4.5M |
| Catalyst Private Wealth, LLC | 2.38% | Add +7.3% | 28,044 | $4.5M |
| Dentgroup LLC | 3.63% | Reduce -7.5% | 28,041 | $4.5M |
| Intellectus Partners, LLC | 1.23% | Add +4.9% | 27,719 | $4.5M |
| First Manhattan Co. Llc. | 0.01% | Reduce -1.2% | 27,712 | $4.5M |
| Ballentine Partners, LLC | 0.08% | Add +2.9% | 27,832 | $4.5M |
| Destination Wealth Management | 0.15% | Add +10.9% | 27,809 | $4.5M |
| Prudential PLC | 0.03% | Add +504.7% | 27,737 | $4.4M |
| Lodestone Wealth Management LLC | 2.34% | Reduce -8.1% | 27,717 | $4.4M |
| Horizon Investments, LLC | 0.12% | Add +24.9% | 27,445 | $4.4M |
| MA Private Wealth | 0.87% | Reduce -1.5% | 27,444 | $4.4M |
| Cedrus LLC | 2.20% | Add +8.7% | 27,437 | $4.4M |
| Wedmont Private Capital | 0.28% | Reduce -2.5% | 26,720 | $4.4M |
| SigFig Wealth Management, LLC | 0.16% | Add +24.2% | 27,165 | $4.4M |
| Birchcreek Wealth Management, LLC | 2.45% | Reduce -10.7% | 27,107 | $4.3M |
| Dorsey & Whitney Trust CO LLC | 0.30% | Reduce -1.0% | 27,101 | $4.3M |
| Nomura Asset Management Co. Ltd. | 0.01% | Reduce -74.1% | 27,100 | $4.3M |
| Chesley Taft & Associates LLC | 0.22% | Add +10.2% | 27,044 | $4.3M |
| Long Island Wealth Management, Inc. | 3.04% | Add +0.9% | 26,829 | $4.3M |
| Laraway Financial Advisors Inc | 3.67% | Add +1.9% | 26,815 | $4.3M |
| Compass Ion Advisors, LLC | 0.61% | Add +0.6% | 26,325 | $4.3M |
| Focus Financial Network, Inc. | 0.18% | Add +13.0% | 25,412 | $4.3M |
| Ashton Thomas Private Wealth, LLC | 0.23% | Add +17.0% | 26,471 | $4.2M |
| Barrett & Company, Inc. | 1.92% | Reduce -0.0% | 26,415 | $4.2M |
| Clarity Capital Advisors, LLC | 3.25% | Add +1.2% | 26,259 | $4.2M |
| VitalStone Financial, LLC | 3.05% | Add +14.8% | 26,190 | $4.2M |
| St. Louis Trust Co | 0.64% | Add +1.2% | 26,171 | $4.2M |
| Susquehanna International Group, LLP | 0.01% | Add +37.9% | 25,863 | $4.1M |
| Bridgewealth Advisory Group, LLC | 1.84% | Add +4.2% | 25,832 | $4.1M |
| First Financial Bank - Trust Division | 0.41% | Reduce -0.3% | 25,733 | $4.1M |
| Strategic Investment Solutions, Inc. | 1.33% | — | 24,559 | $4.1M |
| Level Financial Advisors | 1.79% | Add +13.8% | 25,713 | $4.1M |
| Cascade Wealth Advisors, Inc | 3.05% | Reduce -11.7% | 25,003 | $4.1M |
| Conrad Siegel Investment Advisors, Inc. | 1.19% | Reduce -71.3% | 25,580 | $4.1M |
| Robertson Stephens Wealth Management, LLC | 0.21% | Add +3.5% | 25,347 | $4.1M |
| Mackenzie Financial Corp. | 0.01% | Add +24.8% | 25,465 | $4.1M |
| Rehmann Capital Advisory Group | 0.29% | Reduce -4.6% | 25,334 | $4.1M |
| Hexagon Capital Partners LLC | 0.88% | Reduce -2.7% | 25,160 | $4.0M |
| Well Done, LLC | 0.83% | Reduce -1.4% | 25,001 | $4.0M |
| One Capital Management, LLC | 0.14% | Add +14.6% | 24,949 | $4.0M |
| Prostatis Group LLC | 1.40% | Reduce -31.5% | 24,818 | $4.0M |
| Citadel Advisors | 0.00% | Add +200.6% | 24,589 | $3.9M |
| Ironsides Asset Advisors, LLC | 1.31% | Reduce -0.6% | 24,527 | $3.9M |
| Hillcrest Wealth Advisors - NY, LLC | 2.11% | No change | 24,470 | $3.9M |
| Empowered Funds, LLC | 0.07% | Reduce -74.7% | 24,395 | $3.9M |
| Glass Jacobson Investment Advisors llc | 1.43% | Reduce -1.4% | 24,387 | $3.9M |
| Lindbrook Capital, LLC | 0.37% | Reduce -1.6% | 24,358 | $3.9M |
| GFS Advisors, LLC | 0.62% | Reduce -69.4% | 7,367 | $3.9M |
| Great Lakes Advisors, LLC | 0.03% | Add +1.1% | 24,054 | $3.9M |
| Pioneer Wealth Management Group | 2.04% | Reduce -6.3% | 23,951 | $3.8M |
| Intelligence Driven Advisers, LLC | 0.54% | Reduce -1.3% | 23,746 | $3.8M |
| Auxano Advisors, LLC | 1.05% | No change | 23,625 | $3.8M |
| Sawgrass Asset Management LLC | 0.41% | No change | 23,603 | $3.8M |
| Kiley Juergens Wealth Management, LLC | 1.05% | Add +3.8% | 23,498 | $3.8M |
| Greystone Financial Group, LLC | 0.73% | Reduce -5.0% | 23,410 | $3.8M |
| JFS Wealth Advisors, LLC | 0.30% | Reduce -21.2% | 23,336 | $3.7M |
| Ieq Capital, LLC | 0.05% | Reduce -8.1% | 23,333 | $3.7M |
| Disciplined Investments, LLC | 1.99% | Reduce -1.5% | 23,300 | $3.7M |
| Security Financial Services, INC. | 0.81% | Add +2.0% | 23,269 | $3.7M |
| Culbertson A N & Co. Inc. | 0.65% | Add +3.1% | 23,232 | $3.7M |
| Quadcap Wealth Management, LLC | 0.67% | Add +701.6% | 23,206 | $3.7M |
| Prosperity Planning, Inc. | 1.28% | Reduce -3.5% | 23,174 | $3.7M |
| Krilogy Financial LLC | 0.27% | Reduce -0.3% | 23,053 | $3.7M |
| Clarius Group, LLC | 0.26% | Reduce -15.2% | 23,040 | $3.7M |
| Level Four Advisory Services, LLC | 0.17% | Reduce -2.9% | 22,851 | $3.7M |
| Bryn Mawr Trust Advisors, LLC | 0.20% | Add +5.8% | 22,768 | $3.7M |
| REDW Wealth LLC | 0.95% | Reduce -1.6% | 22,585 | $3.6M |
| United Bank | 0.45% | Reduce -0.8% | 22,545 | $3.6M |
| Abich Financial Wealth Management LLC | 2.46% | Reduce -53.9% | 22,509 | $3.6M |
| Moisand Fitzgerald Tamayo, LLC | 0.54% | Reduce -0.0% | 22,471 | $3.6M |
| Prospect Financial Services LLC | 2.75% | Reduce -0.3% | 22,272 | $3.6M |
| Newton One Investments LLC | 1.53% | Add +3.4% | 22,103 | $3.5M |
| National Philanthropic Trust | 0.07% | No change | 22,100 | $3.5M |
| NorthStar Asset Management LLC | 2.46% | Reduce -0.3% | 22,087 | $3.5M |
| Ami Investment Management Inc. | 1.23% | Reduce -3.4% | 21,982 | $3.5M |
| Independent Financial Group, LLC | 0.14% | Reduce -0.5% | 21,946 | $3.5M |
| Certus Wealth Management, LLC | 2.66% | Reduce -4.7% | 21,811 | $3.5M |
| Paces Ferry Wealth Advisors, LLC | 2.10% | No change | 21,726 | $3.5M |
| Lake Street Advisors Group, LLC | 0.17% | Reduce -12.7% | 21,579 | $3.5M |
| Wetzel Investment Advisors, Inc. | 1.99% | Add +0.2% | 21,261 | $3.5M |
| Councilor Wealth, LLC | 1.79% | Add +7.6% | 21,569 | $3.5M |
| TRUE Private Wealth Advisors | 0.39% | Add +6.4% | 21,537 | $3.5M |
| Triune Financial Partners, LLC | 1.18% | Add +0.5% | 21,505 | $3.4M |
| Prosperitas Financial LLC | 2.10% | Reduce -0.9% | 21,500 | $3.4M |
| Tacita Capital Inc | 2.43% | Add +0.1% | 21,408 | $3.4M |
| Magnus Financial Group LLC | 0.39% | Reduce -4.5% | 21,406 | $3.4M |
| Aua Capital Management, LLC | 2.06% | Reduce -9.3% | 21,355 | $3.4M |
| Debussy Capital Management LP | 0.96% | Reduce -2.0% | 21,100 | $3.4M |
| Compass Advisory Group LLC | 1.50% | Reduce -3.4% | 20,956 | $3.4M |
| United Bank | 1.68% | Add +0.2% | 21,007 | $3.4M |
| Salomon & Ludwin, LLC | 0.38% | Reduce -32.9% | 21,004 | $3.4M |
| Carret Asset Management, LLC | 0.39% | Reduce -0.1% | 20,930 | $3.4M |
| Theory Financial LLC | 1.58% | Reduce -19.9% | 20,900 | $3.4M |
| Hubbell Strickland Wealth Management, LLC | 1.68% | Add +0.0% | 20,892 | $3.4M |
| Continuum Advisory, LLC | 0.48% | Add +6.0% | 20,627 | $3.3M |
| Kennicott Capital Management LLC | 1.37% | Reduce -2.3% | 20,572 | $3.3M |
| Coastal Bridge Advisors, LLC | 0.82% | Add +0.6% | 20,546 | $3.3M |
| Motiv8 Investments LLC | 2.45% | Reduce -0.8% | 20,509 | $3.3M |
| World Investment Advisors | 0.20% | New | 20,490 | $3.3M |
| Avidian Wealth Enterprises, LLC | 0.16% | Add +3.4% | 20,390 | $3.3M |
| Tobias Financial Advisors, Inc. | 0.70% | Add +0.1% | 20,328 | $3.3M |
| Clear Creek Financial Management, LLC | 0.39% | Reduce -3.4% | 20,446 | $3.2M |
| Old North State Wealth Management, LLC | 2.13% | Add +0.1% | 20,178 | $3.2M |
| Main Street Financial Solutions, LLC | 0.31% | Reduce -4.8% | 20,182 | $3.2M |
| Nicolet Bankshares Inc. | 0.68% | Reduce -1.6% | 20,173 | $3.2M |
| NWF Advisory Services Inc. | 0.51% | Add +0.2% | 20,007 | $3.2M |
| Marotta Asset Management | 0.66% | Reduce -3.8% | 20,007 | $3.2M |
| Insight Advisors, LLC/ PA | 0.58% | Add +1.2% | 19,695 | $3.2M |
| Performance Wealth Partners, LLC | 0.12% | Reduce -87.8% | 19,692 | $3.2M |
| Milestone Investment Advisors LLC | 0.84% | Add +1.5% | 19,639 | $3.2M |
| Strategic Financial Partners, Ltd. | 1.73% | Reduce -0.8% | 19,616 | $3.1M |
| Segment Wealth Management, LLC | 0.23% | No change | 19,590 | $3.1M |
| Empower Advisory Group, LLC | 0.01% | Add +7.7% | 19,566 | $3.1M |
| Charter Oak Capital Management, LLC | 0.33% | Reduce -6.7% | 19,423 | $3.1M |
| Regal Investment Advisors LLC | 0.21% | Add +7.4% | 19,417 | $3.1M |
| Cornerstone Advisory, LLC | 0.44% | Reduce -1.3% | 19,347 | $3.1M |
| MCF Advisors LLC | 0.23% | Reduce -0.2% | 19,169 | $3.1M |
| Moneco Advisors, LLC | 0.45% | Add +9.2% | 19,213 | $3.1M |
| Northwest Wealth Management, LLC | 0.79% | Reduce -2.7% | 19,138 | $3.1M |
| Carnegie Investment Counsel | 0.10% | Add +1.1% | 19,001 | $3.0M |
| Aries Wealth Management | 0.96% | Add +18.7% | 18,971 | $3.0M |
| XML Financial, LLC | 0.31% | Add +8.9% | 18,950 | $3.0M |
| AdvisorNet Financial, Inc | 0.28% | Reduce -8.7% | 18,923 | $3.0M |
| Sage Mountain Advisors LLC | 0.28% | Reduce -1.9% | 18,880 | $3.0M |
| Trust Co of the South | 0.71% | No change | 18,820 | $3.0M |
| Pallas Capital Advisors LLC | 0.14% | Add +16.7% | 18,076 | $3.0M |
| Summit Trail Advisors, LLC | 0.08% | Reduce -25.9% | 18,564 | $3.0M |
| Advisory Alpha, LLC | 0.12% | Reduce -3.5% | 18,642 | $3.0M |
| Sheets Smith Wealth Management | 0.36% | Reduce -50.2% | 18,637 | $3.0M |
| Liberty Wealth Management LLC | 0.55% | Add +3.8% | 18,635 | $3.0M |
| FDx Advisors, Inc. | 0.82% | Reduce -1.4% | 18,587 | $3.0M |
| Acas, LLC | 2.59% | Reduce -5.7% | 17,708 | $3.0M |
| Kuhn & Co Investment Counsel | 2.67% | Add +0.5% | 18,539 | $3.0M |
| ERn Financial, LLC | 0.49% | Add +1.2% | 18,491 | $3.0M |
| Davidson Trust Co. | 2.04% | Reduce -16.8% | 18,477 | $3.0M |
| Marcum Wealth, LLC | 0.30% | Add +3.4% | 18,437 | $3.0M |
| Oak Harvest Investment Services | 0.46% | Add +14.7% | 18,349 | $2.9M |
| Evanson Asset Management, LLC | 0.21% | Add +0.0% | 18,186 | $2.9M |
| Wealth Advisory Solutions, LLC | 0.79% | Add +1.0% | 18,117 | $2.9M |
| Moser Wealth Advisors, LLC | 1.58% | Add +8.5% | 18,108 | $2.9M |
| Luminvest Wealth Management LLC | 1.36% | Add +468.7% | 17,801 | $2.9M |
| Stage Harbor Financial, LLC | 2.80% | Add +0.3% | 18,094 | $2.9M |
| Atlas Brown,Inc. | 1.03% | Reduce -7.2% | 17,964 | $2.9M |
| Outlook Wealth Advisors, LLC | 0.90% | Add +2.1% | 66,984 | $2.9M |
| Waddell & Associates, LLC | 0.38% | Add +1.1% | 17,871 | $2.9M |
| Old Mission Capital LLC | 0.07% | New | 17,500 | $2.8M |
| Global Trust Asset Management, LLC | 1.13% | Reduce -0.5% | 17,481 | $2.8M |
| SouthState Bank Corp | 0.20% | Add +376.3% | 17,475 | $2.8M |
| Principle Wealth Partners LLC | 0.21% | Add +2.7% | 17,387 | $2.8M |
| Aspen Grove Capital, LLC | 0.66% | No change | 17,271 | $2.8M |
| McAdam, LLC | 0.17% | Add +3.5% | 17,326 | $2.8M |
| Hurlow Wealth Management Group, Inc. | 0.95% | Add +6.8% | 17,254 | $2.8M |
| Chemistry Wealth Management LLC | 0.71% | Reduce -0.1% | 17,163 | $2.8M |
| City State Bank | 1.12% | Add +1.6% | 17,103 | $2.7M |
| Old National Bancorp | 0.06% | Reduce -3.4% | 16,971 | $2.7M |
| Painted Porch Advisors LLC | 1.54% | Add +52.9% | 16,944 | $2.7M |
| Private Wealth Group, LLC | 1.42% | Reduce -0.4% | 16,908 | $2.7M |
| Weitzel Financial Services, Inc. | 1.35% | Add +4.8% | 16,903 | $2.7M |
| Forza Wealth Management, LLC | 1.39% | Add +46.2% | 16,825 | $2.7M |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 1.12% | No change | 16,802 | $2.7M |
| Walter & Keenan Wealth Management LLC /in/ | 0.86% | Add +0.1% | 16,795 | $2.7M |
| Tocqueville Asset Management L.P. | 0.04% | Add +0.7% | 16,764 | $2.7M |
| Sanctuary Wealth Management, L.L.C. | 2.03% | Add +5.5% | 16,750 | $2.7M |
| Autumn Glory Partners, LLC | 1.37% | No change | 16,736 | $2.7M |
| Monument Group Wealth Advisors, LLC | 1.81% | Reduce -5.8% | 16,732 | $2.7M |
| Ted Buchan & Co | 1.44% | Reduce -30.2% | 16,714 | $2.7M |
| Peterson Wealth Services | 0.94% | Reduce -1.2% | 16,699 | $2.7M |
| Fonville Wealth Management LLC | 1.06% | Add +13.3% | 16,556 | $2.7M |
| MBB Public Markets I LLC | 0.05% | Reduce -50.0% | 16,500 | $2.6M |
| MV Capital Management, Inc. | 0.30% | Reduce -0.5% | 16,452 | $2.6M |
| Global Wealth Management Investment Advisory, Inc. | 0.61% | Reduce -6.2% | 16,450 | $2.6M |
| Regions Financial Corp. | 0.02% | Add +3.8% | 16,342 | $2.6M |
| Sageworth Trust Co of South Dakota | 3.83% | No change | 16,307 | $2.6M |
| Leo Wealth, LLC | 0.27% | Add +0.0% | 16,260 | $2.6M |
| Pacific Financial Group Inc. | 1.84% | Add +4.3% | 16,223 | $2.6M |
| Wells Trecaso Financial Group, LLC | 0.89% | Reduce -1.8% | 16,114 | $2.6M |
| BKM Wealth Management, LLC | 1.24% | Add +9.5% | 16,096 | $2.6M |
| Veridan Wealth LLC | 1.04% | — | 14,605 | $2.6M |
| NORTHSTAR ASSET MANAGEMENT Co | 0.62% | Reduce -0.1% | 16,070 | $2.6M |
| Western Wealth Management, LLC | 0.19% | Reduce -2.4% | 16,040 | $2.6M |
| Howard Wealth Management, LLC | 2.01% | Add +2.3% | 15,879 | $2.5M |
| King Wealth Management Group | 0.42% | Reduce -0.2% | 15,866 | $2.5M |
| LM Advisors LLC | 0.51% | Add +0.4% | 17,173 | $2.5M |
| Glenview Trust Co | 0.05% | Add +3.0% | 15,801 | $2.5M |
| MSH Capital Advisors LLC | 0.84% | Add +11.8% | 15,706 | $2.5M |
| Parsons Capital Management Inc. | 0.17% | Add +3.0% | 15,648 | $2.5M |
| Tritonpoint Wealth, LLC | 0.24% | Reduce -8.4% | 15,519 | $2.5M |
| Apexium Financial, LP | 0.18% | Reduce -0.6% | 15,523 | $2.5M |
| Synovus Financial Corp. | 0.03% | Reduce -3.2% | 15,600 | $2.5M |
| Welch & Forbes LLC | 0.03% | No change | 15,569 | $2.5M |
| Intrua Financial, LLC | 0.40% | Reduce -2.4% | 15,514 | $2.5M |
| Mayflower Financial Advisors, LLC | 0.41% | Reduce -1.6% | 15,508 | $2.5M |
| StoneX Group Inc. | 0.20% | Reduce -1.1% | 15,391 | $2.5M |
| Econ Financial Services Corp | 1.54% | Add +0.8% | 15,459 | $2.5M |
| LifeSteps Financial, Inc. | 2.04% | Reduce -0.5% | 15,416 | $2.5M |
| Gilliland Jeter Wealth Management LLC | 0.83% | No change | 15,402 | $2.5M |
| Wilson & Boucher Capital Management, LLC | 1.89% | No change | 15,387 | $2.5M |
| Quantinno Capital Management LP | 0.04% | Add +19.4% | 15,354 | $2.5M |
| Maia Wealth LLC | 0.74% | — | 14,922 | $2.5M |
| Hudock, Inc. | 0.46% | Add +0.8% | 15,324 | $2.5M |
| Evergreen Wealth Management, LLC | 1.63% | No change | 15,296 | $2.5M |
| Rockbridge Investment Management, LCC | 0.35% | Reduce -2.5% | 15,277 | $2.5M |
| Leavell Investment Management, Inc. | 0.14% | Add +50.0% | 15,155 | $2.4M |
| WESCAP Management Group, Inc. | 0.69% | Reduce -0.6% | 15,236 | $2.4M |
| Prudential Financial Inc. | 0.00% | Reduce -38.4% | 15,235 | $2.4M |
| TFB Advisors LLC | 0.79% | Reduce -2.2% | 15,172 | $2.4M |
| LifePlan Investment Advisors, Inc. | 1.75% | Add +29.3% | 15,166 | $2.4M |
| Thoroughbred Financial Services, LLC | 0.16% | Add +21.1% | 15,124 | $2.4M |
| Seeds Investor LLC | 1.24% | New | 15,048 | $2.4M |
| Acropolis Investment Management, LLC | 0.15% | Add +5.9% | 14,996 | $2.4M |
| GC Wealth Management RIA, LLC | 0.47% | Add +104.8% | 14,964 | $2.4M |
| Invst, LLC | 0.26% | Reduce -3.5% | 14,943 | $2.4M |
| Southland Equity Partners LLC | 0.68% | Reduce -17.0% | 14,799 | $2.4M |
| Tradition Wealth Management, LLC | 0.23% | Add +1.7% | 14,786 | $2.4M |
| RCS Financial Planning, LLC | 1.40% | Reduce -65.4% | 14,674 | $2.4M |
| Granite Harbor Advisors, Inc. | 1.52% | No change | 14,628 | $2.3M |
| Keebeck Wealth Management | 0.34% | Reduce -0.9% | 14,517 | $2.3M |
| Hart & Patterson Financial Group LLC | 1.16% | Reduce -12.6% | 14,607 | $2.3M |
| Ade, LLC | 1.58% | No change | 14,602 | $2.3M |
| Plancorp, LLC | 0.10% | Add +3.1% | 14,567 | $2.3M |
| Journey Advisory Group, LLC | 0.28% | Reduce -30.9% | 14,534 | $2.3M |
| Smith, Moore & Co. | 0.24% | Reduce -4.3% | 14,488 | $2.3M |
| Litman Gregory Wealth Management LLC | 0.21% | Add +27.3% | 14,458 | $2.3M |
| GPS Wealth Strategies Group, LLC | 0.35% | Add +33.0% | 14,453 | $2.3M |
| SeaCrest Wealth Management, LLC | 0.26% | Add +34.1% | 14,446 | $2.3M |
| WoodTrust Financial Corp | 0.36% | New | 14,350 | $2.3M |
| Colorado Capital Management, Inc. | 1.28% | Reduce -4.3% | 14,346 | $2.3M |
| West Bancorporation Inc. | 1.70% | Add +0.8% | 14,332 | $2.3M |
| Tidal Investments LLC | 0.03% | Add +229.7% | 14,323 | $2.3M |
| Paragon Private Wealth Management, LLC | 1.29% | Add +32.6% | 14,234 | $2.3M |
| Emfo, LLC | 2.04% | Reduce -2.5% | 14,217 | $2.3M |
| Hilltop National Bank | 0.73% | Reduce -0.1% | 14,214 | $2.3M |
| Shepherd Financial Partners LLC | 0.29% | Reduce -1.7% | 14,186 | $2.3M |
| Peapack Gladstone Financial Corp. | 0.03% | Add +14.1% | 14,122 | $2.3M |
| Blueprint Investment Partners LLC | 0.49% | Add +1.2% | 14,075 | $2.3M |
| Emergent Wealth Advisors, LLC | 1.81% | Add +296.0% | 14,038 | $2.3M |
| Smartleaf Asset Management LLC | 0.37% | Reduce -1.2% | 13,993 | $2.2M |
| Greenleaf Trust | 0.02% | Reduce -2.4% | 13,878 | $2.2M |
| Sonoma Private Wealth LLC | 3.61% | Reduce -2.9% | 13,872 | $2.2M |
| Truepoint, Inc. | 0.06% | Reduce -15.4% | 13,840 | $2.2M |
| SOA Wealth Advisors, LLC. | 0.45% | Reduce -0.2% | 13,821 | $2.2M |
| Cookson Peirce & Co. Inc. | 0.11% | Reduce -9.7% | 13,808 | $2.2M |
| Apeiron RIA LLC | 0.68% | Add +1.9% | 13,806 | $2.2M |
| Northeast Investment Management | 0.10% | Add +18.1% | 13,687 | $2.2M |
| Camelot Portfolios, LLC | 1.24% | Add +12.4% | 13,652 | $2.2M |
| Sagace Wealth Management LLC | 2.15% | — | 13,197 | $2.2M |
| Jacobi Capital Management LLC | 0.19% | Add +5.3% | 13,573 | $2.2M |
| Wells Financial Advisors INC | 1.43% | Reduce -5.5% | 13,566 | $2.2M |
| Lake Hills Wealth Management, LLC | 1.54% | Add +2.3% | 13,355 | $2.1M |
| Keel Point, LLC | 0.19% | Add +72.6% | 13,009 | $2.1M |
| Maripau Wealth Management LLC | 1.46% | Reduce -4.0% | 13,223 | $2.1M |
| Twin Focus Capital Partners, LLC | 0.34% | Reduce -0.7% | 13,300 | $2.1M |
| Ashton Thomas Securities, LLC | 0.51% | — | 13,002 | $2.1M |
| Asset Dedication, LLC | 0.14% | Add +7.2% | 12,933 | $2.1M |
| Private Trust Co. NA | 0.22% | Add +19.7% | 12,932 | $2.1M |
| Gateway Wealth Partners, LLC | 0.63% | Add +7.0% | 12,906 | $2.1M |
| Probity Advisors, Inc. | 0.43% | Add +0.4% | 12,867 | $2.1M |
| Beacon Financial Advisory LLC | 0.77% | Add +0.2% | 12,857 | $2.1M |
| Blue Barn Wealth, LLC | 1.14% | Reduce -2.9% | 12,798 | $2.1M |
| KMG Fiduciary Partners, LLC | 0.20% | No change | 12,754 | $2.0M |
| Crestwood Advisors Group, LLC | 0.04% | Reduce -2.8% | 12,721 | $2.0M |
| Narus Financial Partners, LLC | 0.82% | Add +1.5% | 12,647 | $2.0M |
| Verum Partners LLC | 0.65% | Reduce -0.7% | 12,601 | $2.0M |
| Money Concepts Capital Corp. | 0.17% | Add +19.3% | 12,598 | $2.0M |
| Pine Harbor Wealth Management, LLC | 1.18% | Add +0.4% | 12,499 | $2.0M |
| MilWealth Group LLC | 0.63% | Reduce -4.2% | 12,438 | $2.0M |
| Zions Bancorporation, N.A. | 0.16% | No change | 12,402 | $2.0M |
| Capstone Wealth Management Group, LLC | 1.30% | No change | 12,379 | $2.0M |
| Amplius Wealth Advisors, LLC | 0.22% | Reduce -17.7% | 12,338 | $2.0M |
| Evermay Wealth Management LLC | 0.32% | Add +1.1% | 12,254 | $2.0M |
| Wiser Advisor Group LLC | 3.10% | Reduce -1.8% | 12,272 | $2.0M |
| North Star Investment Management Corp. | 0.14% | Reduce -2.6% | 12,226 | $2.0M |
| Becker Capital Management Inc. | 0.07% | Reduce -0.3% | 12,074 | $1.9M |
| Sensible Financial Planning & Management, LLC. | 0.42% | Add +3.1% | 12,110 | $1.9M |
| Keybank National Association | 0.01% | Reduce -2.5% | 12,106 | $1.9M |
| Next Level Private LLC | 0.89% | No change | 12,078 | $1.9M |
| Pinnacle Financial Partners Inc | 0.04% | Reduce -2.2% | 12,069 | $1.9M |
| SIMA Wealth Partners, LLC | 1.83% | — | 11,958 | $1.9M |
| International Assets Investment Management, LLC | 0.18% | Add +10.9% | 11,939 | $1.9M |
| Choate Investment Advisors | 0.05% | No change | 11,936 | $1.9M |
| Covenant Asset Management, LLC | 0.43% | Reduce -4.5% | 11,919 | $1.9M |
| Mraz, Amerine & Associates, Inc. | 0.39% | Reduce -13.3% | 11,892 | $1.9M |
| PFG Investments, LLC | 0.14% | Reduce -80.4% | 11,880 | $1.9M |
| Noesis Capital Mangement Corp. | 0.42% | Reduce -4.4% | 11,853 | $1.9M |
| PGIM Custom Harvest LLC | 0.04% | Add +10.8% | 11,806 | $1.9M |
| Lion Street Advisors, LLC | 0.70% | Add +2.2% | 11,792 | $1.9M |
| Rollins Financial Advisors, LLC | 0.32% | Add +1.4% | 11,756 | $1.9M |
| Hanover Advisors Inc. | 0.83% | Reduce -19.8% | 11,685 | $1.9M |
| United Advisor Group, LLC | 0.58% | Add +5.3% | 11,671 | $1.9M |
| Larson Financial Group LLC | 0.13% | Add +16.2% | 11,634 | $1.9M |
| Webster Bank, N. A. | 0.20% | Add +0.8% | 11,537 | $1.9M |
| Alpha Cubed Investments, LLC | 0.09% | Reduce -5.3% | 11,501 | $1.8M |
| Stonehearth Capital Management, LLC | 0.79% | Reduce -0.8% | 11,478 | $1.8M |
| GHP Investment Advisors, Inc. | 0.09% | Add +4.0% | 11,464 | $1.8M |
| Alta Wealth Advisors LLC | 0.92% | Reduce -6.2% | 11,452 | $1.8M |
| North Star Asset Management Inc. | 0.09% | Reduce -1.8% | 11,445 | $1.8M |
| Axxcess Wealth Management, LLC | 0.05% | Add +33.7% | 11,443 | $1.8M |
| First Commonwealth Financial Corp | 0.47% | Reduce -25.2% | 11,435 | $1.8M |
| Accurate Wealth Management, LLC | 0.44% | Add +14.6% | 11,120 | $1.8M |
| O'Dell Group, LLC | 0.44% | No change | 11,128 | $1.8M |
| TAGStone Capital, Inc. | 1.02% | Add +4.1% | 11,125 | $1.8M |
| Beaird Harris Wealth Management, LLC | 0.17% | Reduce -1.6% | 11,189 | $1.8M |
| Bernardo Wealth Planning LLC | 0.48% | Add +3.2% | 11,105 | $1.8M |
| Planning Directions Inc. | 1.21% | Reduce -2.6% | 11,091 | $1.8M |
| Bridges Investment Management Inc. | 0.03% | New | 11,067 | $1.8M |
| Strid Group, LLC | 0.29% | New | 11,053 | $1.8M |
| Center for Financial Planning, Inc. | 0.26% | No change | 11,018 | $1.8M |
| Moors & Cabot, Inc. | 0.09% | Add +7.5% | 11,010 | $1.8M |
| Spreng Capital Management, Inc. | 0.90% | Add +28.6% | 10,880 | $1.7M |
| Migdal Insurance & Financial Holdings Ltd. | 0.03% | Reduce -28.3% | 10,868 | $1.7M |
| Anchor Investment Management, LLC | 0.18% | Reduce -9.6% | 10,835 | $1.7M |
| Sandy Spring Bank | 0.08% | Add +101.6% | 10,803 | $1.7M |
| Broadleaf Partners, LLC | 0.42% | Reduce -1.3% | 10,725 | $1.7M |
| New Wave Wealth Advisors LLC | 0.92% | — | 10,693 | $1.7M |
| Nixon Peabody Trust Co. | 0.15% | No change | 10,685 | $1.7M |
| Private Ocean, LLC | 0.15% | Reduce -0.1% | 10,668 | $1.7M |
| Edgestream Partners, L.P. | 0.08% | Add +316.2% | 10,634 | $1.7M |
| Maxwell Wealth Strategies Inc. | 0.83% | No change | 10,588 | $1.7M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.41% | Reduce -0.1% | 10,574 | $1.7M |
| RTD Financial Advisors, Inc. | 0.23% | Reduce -2.5% | 10,565 | $1.7M |
| AIMZ Investment Advisors, LLC | 0.60% | Add +3.1% | 10,491 | $1.7M |
| Aptus Capital Advisors, LLC | 0.03% | Add +4.5% | 10,481 | $1.7M |
| Valley Forge Investment Consultants Inc. Adv | 0.64% | Reduce -1.8% | 10,476 | $1.7M |
| McKinley Carter Wealth Services, Inc. | 0.11% | Reduce -2.1% | 10,437 | $1.7M |
| Blodgett Wealth Advisors, LLC | 1.41% | Reduce -0.4% | 10,352 | $1.7M |
| Jackson Hole Capital Partners, LLC | 0.36% | No change | 10,263 | $1.6M |
| Sandy Cove Advisors, LLC | 0.73% | No change | 10,213 | $1.6M |
| Flputnam Investment Management Co. | 0.03% | Add +6.9% | 10,165 | $1.6M |
| Householder Group Estate & Retirement Specialist, LLC | 0.46% | Add +0.9% | 10,154 | $1.6M |
| Circle Wealth Management, LLC | 0.04% | Add +1.5% | 10,147 | $1.6M |
| Arbor Investment Advisors, LLC | 0.24% | Add +1.7% | 10,143 | $1.6M |
| GenWealth Group, Inc. | 0.40% | Add +14.7% | 10,115 | $1.6M |
| Fortitude Advisory Group L.L.C. | 0.96% | Add +1.0% | 10,009 | $1.6M |
| Keb Asset Management, LLC | 0.54% | No change | 9,992 | $1.6M |
| North Ridge Wealth Advisors, Inc. | 1.22% | Reduce -1.5% | 9,971 | $1.6M |
| PDS Planning, Inc | 0.16% | Reduce -0.6% | 9,867 | $1.6M |
| American Institute for Advanced Investment Management, LLP | 1.21% | Add +3.1% | 9,856 | $1.6M |
| Integrated Advisors Network LLC | 0.08% | Reduce -0.2% | 9,843 | $1.6M |
| Patriot Investment Management Group, Inc. | 0.12% | Add +9.3% | 9,839 | $1.6M |
| Peterson Wealth Advisors, LLC | 0.33% | No change | 9,822 | $1.6M |
| Alliance Wealth Advisors, LLC | 0.99% | Add +1.4% | 9,798 | $1.6M |
| LifePro Asset Management | 1.12% | Reduce -36.7% | 9,776 | $1.6M |
| GAMMA Investing LLC | 0.21% | Add +81.1% | 9,738 | $1.6M |
| RDA Financial Network | 0.51% | Reduce -6.9% | 9,719 | $1.6M |
| Balentine LLC | 0.07% | Add +12.2% | 9,668 | $1.6M |
| Carmichael Hill & Associates, Inc. | 0.62% | Add +1.9% | 9,552 | $1.5M |
| Vantage Financial Partners, LLC | 0.40% | Reduce -26.3% | 9,492 | $1.5M |
| Smithfield Trust Co | 0.08% | Reduce -7.2% | 9,537 | $1.5M |
| Tudor Investment Corporation | 0.02% | Add +93.7% | 9,476 | $1.5M |
| Verus Capital Partners, LLC | 0.16% | Reduce -0.5% | 9,448 | $1.5M |
| Diversified, LLC | 0.18% | Add +22.6% | 9,429 | $1.5M |
| Gradient Capital Advisors, LLC | 0.54% | Add +37.2% | 9,418 | $1.5M |
| Geneos Wealth Management Inc. | 0.07% | Add +6.2% | 9,410 | $1.5M |
| BOS Asset Management, LLC | 0.70% | Reduce -1.6% | 9,406 | $1.5M |
| Archvest Wealth Advisors, Inc. | 1.00% | Add +89.8% | 9,444 | $1.5M |
| Key Financial Inc | 0.36% | Add +23.1% | 9,396 | $1.5M |
| Merriman Wealth Management, LLC | 0.07% | Add +13.3% | 9,355 | $1.5M |
| One Day In July LLC | 0.19% | Add +1.1% | 9,307 | $1.5M |
| My Legacy Advisors, LLC | 0.48% | Reduce -11.2% | 9,296 | $1.5M |
| Ehrlich Financial Group | 1.17% | Reduce -56.7% | 9,271 | $1.5M |
| Taylor Financial Group, Inc. | 1.14% | Add +18.4% | 9,258 | $1.5M |
| Joel Isaacson & Co., LLC | 0.08% | Add +24.1% | 9,225 | $1.5M |
| Cypress Point Wealth Management, LLC | 0.70% | No change | 9,193 | $1.5M |
| Fielder Capital Group LLC | 0.57% | New | 9,189 | $1.5M |
| Wimmer Associates 1, LLC | 0.75% | Add +3.5% | 9,151 | $1.5M |
| Soltis Investment Advisors LLC | 0.15% | Add +4.1% | 9,127 | $1.5M |
| Howland Capital Management LLC | 0.07% | Add +3.5% | 9,047 | $1.5M |
| Quadrant Capital Group LLC | 0.11% | No change | 9,090 | $1.5M |
| Index Fund Advisors, Inc. | 0.08% | Reduce -4.5% | 9,079 | $1.5M |
| GTS Securities LLC | 0.03% | Reduce -63.0% | 9,077 | $1.5M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -4.7% | 9,073 | $1.5M |
| O'Connor Financial Group LLC | 0.84% | Reduce -10.4% | 9,049 | $1.5M |
| SpiderRock Advisors, LLC | 0.04% | Add +4.5% | 9,044 | $1.5M |
| Roffman Miller Associates Inc. | 0.09% | Add +0.2% | 8,963 | $1.4M |
| Seven Post Investment Office LP | 0.27% | No change | 8,945 | $1.4M |
| Deutsche Bank AG | 0.00% | Reduce -3.8% | 8,938 | $1.4M |
| Coppell Advisory Solutions LLC | 0.23% | — | 8,882 | $1.4M |
| Coho Partners, Ltd. | 0.05% | New | 8,871 | $1.4M |
| WNY Asset Management, LLC | 0.19% | Add +2.0% | 8,869 | $1.4M |
| Badgley Phelps Wealth Managers, LLC | 0.04% | Add +1.8% | 8,811 | $1.4M |
| Kelman-Lazarov, Inc. | 0.26% | Reduce -3.1% | 8,769 | $1.4M |
| Daymark Wealth Partners, LLC | 0.06% | Add +51.6% | 8,751 | $1.4M |
| Haverford Trust Co | 0.01% | Reduce -4.3% | 8,738 | $1.4M |
| First National Corp. /Ma/ | 0.33% | Reduce -52.6% | 8,714 | $1.4M |
| Essex Bank | 0.38% | Reduce -2.2% | 8,704 | $1.4M |
| HBK Sorce Advisory LLC | 0.05% | Add +31.0% | 8,654 | $1.4M |
| Arete Wealth Advisors, LLC | 0.11% | Reduce -66.2% | 8,621 | $1.4M |
| Embree Financial Group | 0.27% | Add +1.9% | 8,604 | $1.4M |
| Compound Planning, Inc. | 0.10% | Add +13.9% | 8,585 | $1.4M |
| Lane & Associates LLC | 0.80% | Add +3.3% | 8,496 | $1.4M |
| Marks Group Wealth Management, Inc | 0.14% | Reduce -8.5% | 8,474 | $1.4M |
| Prosperity Consulting Group, LLC | 0.18% | Add +2.8% | 8,445 | $1.4M |
| Two Sigma Securities, LLC | 0.06% | Add +307.1% | 8,377 | $1.3M |
| Evernest Financial Advisors, LLC | 0.60% | Reduce -19.1% | 8,328 | $1.3M |
| Stonegate Investment Group, LLC | 0.04% | Add +36.1% | 8,289 | $1.3M |
| FFT Wealth Management LLC | 0.12% | Reduce -64.1% | 8,268 | $1.3M |
| Verity Asset Management, Inc. | 0.52% | Add +81.3% | 8,232 | $1.3M |
| PAX Financial Group, LLC | 0.26% | Reduce -3.3% | 8,204 | $1.3M |
| Capital Advisors Wealth Management, LLC | 0.26% | Reduce -1.4% | 8,186 | $1.3M |
| Taylor Hoffman Wealth Management | 0.53% | Reduce -0.4% | 8,216 | $1.3M |
| CRA Financial Services, LLC | 0.26% | Add +1.5% | 8,175 | $1.3M |
| RS Crum Inc. | 0.34% | Reduce -0.6% | 8,130 | $1.3M |
| Forefront Analytics, LLC | 0.62% | Reduce -16.8% | 8,114 | $1.3M |
| Vident Advisory, LLC | 0.04% | No change | 8,083 | $1.3M |
| Jaffetilchin Investment Partners, LLC | 0.11% | Add +0.6% | 8,056 | $1.3M |
| Clarity Capital Partners LLC | 0.79% | Add +96.1% | 8,045 | $1.3M |
| Moloney Securities Asset Management, LLC | 0.19% | Add +11.2% | 8,044 | $1.3M |
| First Bancorp, Inc | 0.95% | No change | 8,044 | $1.3M |
| Platform Technology Partners | 0.44% | — | 7,999 | $1.3M |
| Team Hewins, LLC | 0.53% | No change | 7,934 | $1.3M |
| Winthrop Advisory Group LLC | 0.17% | Add +9.6% | 7,965 | $1.3M |
| FinTrust Capital Advisors, LLC | 0.23% | Add +1.1% | 7,942 | $1.3M |
| New England Private Wealth Advisors LLC | 0.22% | Add +1.2% | 7,940 | $1.3M |
| Hoxton Planning & Management, LLC | 0.59% | Reduce -1.9% | 7,871 | $1.3M |
| PBMares Wealth Management LLC | 0.31% | Reduce -21.4% | 7,854 | $1.3M |
| Florida Trust Wealth Management Co | 0.04% | Add +3.9% | 7,813 | $1.3M |
| Cibc World Market Inc. | 0.00% | Add +21.0% | 7,801 | $1.3M |
| Carlson Capital Management | 0.06% | Reduce -0.8% | 7,759 | $1.2M |
| Newman Dignan & Sheerar, Inc. | 0.32% | Reduce -6.2% | 7,745 | $1.2M |
| Wealth Alliance, LLC | 0.16% | Reduce -0.2% | 7,744 | $1.2M |
| Beacon Capital Management, LLC | 0.23% | Reduce -5.5% | 7,732 | $1.2M |
| TAP Consulting, LLC | 0.26% | Reduce -0.7% | 7,720 | $1.2M |
| Curran Financial Partners, LLC | 0.41% | Add +1.6% | 7,715 | $1.2M |
| Ritholtz Wealth Management | 0.04% | Reduce -4.4% | 7,714 | $1.2M |
| St Germain D J Co. Inc. | 0.06% | Add +1.8% | 7,606 | $1.2M |
| Investments & Financial Planning, LLC | 0.82% | Add +0.1% | 7,569 | $1.2M |
| Banco Santander, S.A. | 0.01% | Reduce -39.2% | 7,517 | $1.2M |
| Advocate Group LLC | 0.24% | No change | 7,467 | $1.2M |
| Galvin, Gaustad & Stein, LLC | 0.11% | Reduce -2.3% | 7,448 | $1.2M |
| Towneley Capital Management, Inc / DE | 0.28% | Reduce -91.8% | 7,378 | $1.2M |
| Carolinas Wealth Consulting LLC | 0.22% | Add +0.5% | 7,219 | $1.2M |
| Alamar Capital Management, LLC | 0.71% | — | 7,213 | $1.2M |
| Silver Oak Securities, Incorporated | 0.17% | Add +22.1% | 7,258 | $1.2M |
| Caitlin John, LLC | 0.85% | Add +10.8% | 7,257 | $1.2M |
| Round Rock Advisors LLC | 0.28% | Reduce -22.1% | 7,256 | $1.2M |
| Diversify Advisory Services, LLC | 0.06% | Reduce -17.9% | 7,173 | $1.2M |
| Roberts Glore & Co. Inc. | 0.35% | Reduce -3.2% | 7,157 | $1.1M |
| MidAtlantic Capital Management, Inc. | 0.96% | Reduce -49.8% | 7,100 | $1.1M |
| Bowman & Co S.C. | 0.66% | Reduce -3.7% | 7,054 | $1.1M |
| ORG Partners LLC | 0.14% | New | 7,041 | $1.1M |
| Columbus Macro, LLC | 0.43% | No change | 7,000 | $1.1M |
| Kraft, Davis & Associates, LLC | 0.34% | Reduce -1.8% | 6,702 | $1.1M |
| Root Financial Partners, LLC | 0.26% | Add +33.9% | 6,973 | $1.1M |
| Longview Financial Advisors, Inc. | 0.85% | Add +0.7% | 6,967 | $1.1M |
| Mission Creek Capital Partners, Inc. | 0.28% | Reduce -0.6% | 6,939 | $1.1M |
| Scotia Capital Inc. | 0.01% | Add +3.0% | 6,926 | $1.1M |
| Belpointe Asset Management LLC | 0.08% | Reduce -62.9% | 6,915 | $1.1M |
| Summit Financial Strategies, Inc. | 0.14% | Add +54.4% | 6,907 | $1.1M |
| Tennessee Valley Asset Management Partners | 0.21% | Add +219.7% | 6,895 | $1.1M |
| Founders Financial Alliance, LLC | 0.33% | No change | 6,889 | $1.1M |
| Burns J W & Co. Inc. | 0.15% | Add +1.4% | 6,873 | $1.1M |
| Cozad Asset Management Inc. | 0.11% | Reduce -0.6% | 6,849 | $1.1M |
| Wealthstream Advisors, Inc. | 0.40% | Reduce -4.8% | 6,829 | $1.1M |
| Meeder Advisory Services, Inc. | 0.08% | Add +17.7% | 6,811 | $1.1M |
| RiverFront Investment Group, LLC | 0.03% | Add +188.9% | 6,803 | $1.1M |
| Kelly Financial Services LLC | 0.39% | Reduce -0.2% | 6,800 | $1.1M |
| WP Advisors, LLC | 0.35% | Add +0.0% | 6,766 | $1.1M |
| Parkside Financial Bank & Trust | 0.17% | Reduce -0.9% | 6,741 | $1.1M |
| CIC Wealth, LLC | 0.30% | Reduce -2.5% | 6,703 | $1.1M |
| WMS Partners, LLC | 0.07% | Add +9.7% | 6,693 | $1.1M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.03% | Reduce -2.3% | 6,689 | $1.1M |
| Sapient Capital LLC | 0.02% | Reduce -3.9% | 6,624 | $1.1M |
| Castlekeep Investment Advisors LLC | 0.82% | No change | 6,623 | $1.1M |
| Financial Perspectives, Inc | 0.39% | Add +1.5% | 6,578 | $1.1M |
| Curi Capital, LLC | 0.03% | Reduce -8.2% | 6,572 | $1.1M |
| Global Financial Private Client, LLC | 0.44% | Add +0.3% | 6,562 | $1.1M |
| Vawter Financial, Ltd. | 0.72% | No change | 6,527 | $1.0M |
| Endowment Wealth Management, Inc. | 0.76% | Reduce -2.3% | 6,522 | $1.0M |
| Cypress Capital, LLC | 0.29% | Add +33.6% | 6,517 | $1.0M |
| TrueWealth Advisors, LLC | 0.39% | Add +4.4% | 6,503 | $1.0M |
| Diligent Investors, LLC | 0.26% | Reduce -1.4% | 6,501 | $1.0M |
| Berkeley Capital Partners, LLC | 0.31% | Add +13.8% | 6,451 | $1.0M |
| VeraBank, N.A. | 0.32% | Add +6.7% | 6,396 | $1.0M |
| Wealth Management Resources, Inc. | 0.44% | Add +3.9% | 6,394 | $1.0M |
| WASHINGTON TRUST Co | 0.04% | Reduce -8.7% | 6,387 | $1.0M |
| Keystone Wealth Services, LLC | 0.32% | Reduce -7.9% | 6,373 | $1.0M |
| Brave Asset Management Inc. | 0.26% | Add +2.2% | 6,327 | $1.0M |
| Ardent Capital Management, Inc. | 0.50% | Reduce -5.8% | 6,315 | $1.0M |
| Rede Wealth, LLC | 0.93% | Add +2.8% | 6,310 | $1.0M |
| Canvas Wealth Advisors, LLC | 0.31% | Add +3.5% | 6,020 | $1.0M |
| Wealth Management Partners, LLC | 0.49% | Reduce -0.1% | 6,268 | $1.0M |
| Country Club Bank | 0.07% | No change | 6,282 | $1.0M |
| Financial Gravity Asset Management, Inc. | 0.25% | Add +74.7% | 6,257 | $1.0M |
| Montecito Bank & Trust | 0.20% | No change | 6,210 | $996K |
| Battery Global Advisors, LLC | 0.65% | No change | 6,113 | $987K |
| Hutchens & Kramer Investment Management Group, LLC | 0.54% | Reduce -5.9% | 6,145 | $982K |
| Aspen Wealth Management LLC | 0.34% | New | 6,109 | $980K |
| Sugarloaf Wealth Management, LLC | 0.17% | Add +10.1% | 6,096 | $978K |
| Wrapmanager Inc. | 0.27% | Reduce -9.7% | 6,074 | $974K |
| JT Stratford LLC | 0.18% | Add +7.7% | 6,052 | $971K |
| Advance Capital Management, Inc. | 0.05% | Reduce -12.9% | 6,033 | $968K |
| Peak Financial Management, Inc. | 0.30% | Reduce -0.5% | 6,020 | $966K |
| Procyon Advisors, LLC | 0.07% | Add +12.4% | 6,013 | $965K |
| Clark Capital Management Group, Inc. | 0.01% | Add +16.3% | 6,009 | $964K |
| Evolution Wealth Advisors, LLC | 0.19% | Reduce -3.5% | 5,995 | $962K |
| Petix & Botte Co | 0.27% | Reduce -94.6% | 5,990 | $961K |
| Dana Investment Advisors, Inc. | 0.03% | Add +3.8% | 5,976 | $959K |
| Private Client Services, LLC | 0.60% | Add +0.1% | 5,968 | $957K |
| Abbot Financial Management, Inc. | 0.51% | Add +3.5% | 5,966 | $957K |
| Texas Capital Bank Wealth Management Services Inc | 0.10% | No change | 5,965 | $957K |
| Chatham Capital Group, Inc. | 0.17% | Add +3.5% | 5,960 | $956K |
| High Net Worth Advisory Group LLC | 0.29% | Add +6.0% | 5,956 | $956K |
| Selective Wealth Management, Inc. | 0.42% | Add +3.0% | 5,949 | $955K |
| Norden Group LLC | 0.19% | Reduce -0.3% | 5,944 | $953K |
| Essex LLC | 0.21% | New | 5,939 | $953K |
| Lanark Financial, Inc. | 0.09% | Reduce -7.6% | 5,889 | $944K |
| Retirement Income Solutions, Inc. | 0.23% | Reduce -13.3% | 5,873 | $942K |
| Patron Partners, LLC | 0.55% | Add +7.0% | 5,872 | $942K |
| Lam Group, Inc. | 0.79% | Reduce -0.1% | 5,865 | $941K |
| Cannon Financial Strategists, Inc. | 0.18% | Reduce -0.1% | 5,850 | $938K |
| Foster & Motley Inc. | 0.06% | Reduce -7.2% | 5,850 | $938K |
| Barry Investment Advisors, LLC | 0.32% | Reduce -2.9% | 5,798 | $936K |
| Elevatus Welath Management | 0.35% | New | 5,824 | $934K |
| Pinnacle Financial Group, LLC / IL | 0.40% | Add +11.4% | 5,808 | $932K |
| Absolute Capital Management, LLC | 0.56% | Add +32.5% | 5,766 | $931K |
| Unconventional Investor, LLC | 0.66% | No change | 5,796 | $930K |
| Rothschild Wealth LLC | 0.30% | Add +3.3% | 5,791 | $929K |
| MB Generational Wealth, LLC | 0.72% | Add +70.5% | 5,781 | $927K |
| Shufro Rose & Co. LLC | 0.08% | Reduce -15.3% | 5,757 | $924K |
| Pinnacle Bancorp, Inc. | 0.27% | Add +0.5% | 5,757 | $923K |
| Rain Capital Management, LLC | 0.65% | Add +52.2% | 5,721 | $922K |
| 626 Financial, LLC | 0.53% | No change | 5,713 | $916K |
| Johnson Financial Group, Inc. | 0.04% | Add +0.1% | 5,667 | $915K |
| CGC Financial Services, LLC | 0.40% | No change | 5,692 | $913K |
| Redwood Financial Network Corp | 0.77% | Add +2.1% | 5,690 | $913K |
| Harmony Asset Management LLC | 0.38% | Reduce -0.6% | 5,683 | $912K |
| First National Trust Co | 0.04% | Reduce -1.6% | 5,683 | $912K |
| Keener Financial Planning LLC | 0.59% | Reduce -2.7% | 5,675 | $910K |
| Alesco Advisors, LLC, An ESL Co | 0.03% | Add +1.6% | 5,670 | $910K |
| Hilltop Holdings Inc. | 0.11% | Add +15.4% | 5,651 | $906K |
| Hartford Funds Management Co LLC | 0.08% | Add +25.4% | 5,636 | $904K |
| Institutional & Family Asset Management, LLC | 0.14% | Reduce -3.2% | 5,635 | $904K |
| SignalPoint Asset Management, LLC | 0.24% | Reduce -1.3% | 5,635 | $904K |
| Inspirion Wealth Advisors, LLC | 0.14% | No change | 5,629 | $903K |
| Walkner Condon Financial Advisors LLC | 0.19% | Add +5.1% | 5,628 | $903K |
| American Trust | 0.07% | Reduce -12.4% | 5,611 | $900K |
| Thompson Davis & Co., Inc. | 0.78% | Reduce -1.8% | 5,604 | $899K |
| Creekside Partners | 0.49% | — | 5,572 | $894K |
| Boston Partners | 0.00% | Add +11.4% | 5,571 | $894K |
| Alaska Wealth Advisors, LLC | 0.14% | Reduce -3.9% | 5,567 | $893K |
| Bison Wealth, LLC | 0.14% | No change | 5,448 | $887K |
| Olde Wealth Management, LLC | 0.34% | New | 5,495 | $887K |
| Gould Asset Management LLC | 0.20% | Reduce -2.4% | 5,519 | $885K |
| GM Advisory Group, LLC | 0.06% | No change | 5,512 | $884K |
| Fisher Asset Management | 0.00% | Reduce -7.0% | 5,504 | $883K |
| Forum Financial Management, LP | 0.02% | Add +6.1% | 5,491 | $881K |
| Zacks Investment Management | 0.01% | Reduce -25.3% | 5,454 | $875K |
| FSC Wealth Advisors, LLC | 0.65% | Add +29.8% | 5,452 | $875K |
| Atticus Wealth Management, LLC | 0.28% | Reduce -5.1% | 5,421 | $870K |
| TFC Financial Management, Inc. | 0.15% | Reduce -2.7% | 5,393 | $868K |
| Formidable Asset Management, LLC | 0.14% | New | 5,401 | $866K |
| James J. Burns & Company, LLC | 0.17% | New | 5,385 | $864K |
| Fiduciary Financial Group, LLC | 0.21% | — | 5,164 | $864K |
| Armbruster Capital Management, Inc. | 0.18% | Reduce -9.5% | 5,364 | $860K |
| Orcam Financial Group | 0.92% | Add +9.5% | 5,337 | $856K |
| Headinvest, LLC | 0.17% | Reduce -0.3% | 5,336 | $856K |
| Hill Investment Group Partners, LLC | 0.12% | Reduce -12.6% | 5,177 | $855K |
| Fifth Third Wealth Advisors LLC | 0.06% | Add +280.2% | 5,326 | $854K |
| Titleist Asset Management, LLC | 0.13% | Add +63.9% | 5,324 | $854K |
| Vise Technologies, Inc. | 0.15% | Reduce -5.6% | 5,324 | $854K |
| Annandale Capital, LLC | 0.18% | Add +130.6% | 5,261 | $844K |
| Bedel Financial Consulting, Inc. | 0.12% | Add +0.1% | 5,249 | $842K |
| Cobblestone Capital Advisors LLC | 0.05% | Reduce -5.2% | 5,244 | $841K |
| Monterey Private Wealth, Inc. | 0.31% | Reduce -1.4% | 5,242 | $841K |
| Capital Management Associates, Inc | 0.51% | No change | 5,241 | $841K |
| Brown Miller Wealth Management, LLC | 0.35% | No change | 5,220 | $837K |
| Stelac Advisory Services LLC | 0.35% | No change | 5,200 | $834K |
| Silver Oak Advisory Group, Inc. | 0.46% | Reduce -4.6% | 5,203 | $834K |
| C M Bidwell & Associates Ltd. | 0.55% | Reduce -1.4% | 5,166 | $829K |
| Talisman Wealth Advisors LLC | 0.96% | Add +1.8% | 5,166 | $829K |
| Continuum Wealth Advisors, LLC | 0.43% | Reduce -12.4% | 5,152 | $826K |
| Squire Investment Management Company, LLC | 0.47% | Reduce -0.2% | 5,133 | $823K |
| Fort Sheridan Advisors LLC | 0.13% | Add +3.9% | 5,124 | $822K |
| Howe & Rusling Inc. | 0.07% | Add +7.0% | 5,119 | $821K |
| Onyx Bridge Wealth Group LLC | 0.13% | Reduce -2.0% | 5,105 | $819K |
| EFG Asset Management (Americas) Corp. | 0.16% | Reduce -14.0% | 5,095 | $817K |
| CVA Family Office, LLC | 0.15% | Reduce -3.5% | 5,095 | $817K |
| FSA Advisors, Inc. | 0.85% | Add +1.9% | 5,076 | $815K |
| Trust Co. of Vermont | 0.04% | No change | 5,079 | $815K |
| Acorn Wealth Advisors, LLC | 0.40% | Add +16.4% | 5,070 | $813K |
| Security National Bank of So Dak | 0.48% | No change | 5,039 | $808K |
| Northstar Advisory Group, LLC | 0.46% | Add +3.0% | 4,994 | $806K |
| Kitching Partners, LLC | 1.46% | Add +21.1% | 5,014 | $804K |
| Heritage Investment Group, Inc. | 0.11% | No change | 5,009 | $803K |
| Ally Invest Advisors Inc. | 0.08% | Add +1.6% | 4,958 | $795K |
| Jackson, Grant Investment Advisers, Inc. | 0.32% | Add +0.2% | 4,943 | $793K |
| Mogy Joel R Investment Counsel Inc. | 0.05% | Reduce -7.2% | 4,935 | $792K |
| Linscomb Wealth, Inc. | 0.04% | No change | 4,924 | $790K |
| Barnes Pettey Financial Advisors, LLC | 0.68% | Add +8.8% | 4,916 | $789K |
| Checchi Capital Advisers, LLC | 0.06% | Reduce -30.5% | 4,915 | $788K |
| Pecaut & Co. | 0.30% | Reduce -4.3% | 4,902 | $786K |
| Raleigh Capital Management Inc. | 0.33% | Reduce -0.8% | 4,900 | $786K |
| Bristlecone Advisors, LLC | 0.07% | Reduce -26.2% | 4,893 | $785K |
| Kohmann Bosshard Financial Services, LLC | 0.11% | Add +1.3% | 4,881 | $783K |
| Boston Financial Mangement LLC | 0.02% | Add +10.9% | 4,867 | $781K |
| Cassaday & Co Wealth Management LLC | 0.02% | Add +71.7% | 4,863 | $780K |
| Weaver Consulting Group | 0.27% | No change | 4,843 | $777K |
| Dearborn Partners LLC | 0.03% | Add +1.4% | 4,829 | $775K |
| Corepath Wealth Partners LLC | 0.81% | Add +31.1% | 4,797 | $770K |
| apricus wealth, LLC | 0.55% | Reduce -3.0% | 4,785 | $768K |
| Callan Capital, LLC | 0.06% | No change | 4,772 | $765K |
| Gerber Kawasaki Wealth & Investment Management | 0.04% | Add +14.5% | 4,741 | $761K |
| Northwest Bancshares, Inc. | 0.13% | No change | 4,737 | $760K |
| Conservest Capital Advisors, Inc. | 0.08% | No change | 4,652 | $758K |
| TNF LLC | 0.28% | Add +0.5% | 4,597 | $755K |
| Naviter Wealth, LLC | 0.11% | Add +8.2% | 4,666 | $753K |
| Proficio Capital Partners LLC | 0.08% | No change | 4,690 | $752K |
| AMG National Trust Bank | 0.02% | Add +10.7% | 4,687 | $752K |
| Archer Investment Corp | 0.22% | Reduce -2.5% | 4,684 | $751K |
| Fiduciary Trust Co | 0.01% | No change | 4,683 | $751K |
| Rf&l Wealth Management, LLC | 0.57% | No change | 4,682 | $751K |
| Trail Ridge Investment Advisors, LLC | 0.39% | Reduce -0.3% | 4,670 | $749K |
| Allie Family Office LLC | 0.45% | No change | 4,630 | $746K |
| Beese Fulmer Investment Management, Inc. | 0.07% | Add +2.3% | 4,647 | $745K |
| Townsend Asset Management Corp. /NC/ | 0.29% | Reduce -0.8% | 4,629 | $743K |
| Icon Wealth Advisors, LLC | 0.07% | Reduce -0.3% | 4,412 | $741K |
| FineMark National Bank & Trust | 0.03% | Add +14.5% | 4,611 | $740K |
| Latitude Advisors, LLC | 0.45% | Add +3.9% | 4,608 | $739K |
| Rathbones Group PLC | 0.00% | New | 4,595 | $737K |
| Sutton Place Investors LLC | 0.49% | Reduce -44.7% | 4,592 | $737K |
| HBW Advisory Services LLC | 0.12% | Add +18.0% | 4,591 | $736K |
| American Money Management, LLC | 0.16% | No change | 4,588 | $736K |
| Everpar Advisors LLC | 0.37% | Add +63.4% | 4,567 | $733K |
| American National Bank & Trust | 0.09% | Reduce -0.1% | 4,562 | $732K |
| Bremer Bank National Association | 0.14% | No change | 4,558 | $731K |
| Allegheny Financial Group | 0.21% | Add +43.1% | 4,551 | $730K |
| FC Advisory LLC | 0.27% | Reduce -5.2% | 4,550 | $730K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.28% | Add +44.5% | 4,359 | $728K |
| Salem Investment Counselors Inc. | 0.02% | Reduce -13.9% | 4,498 | $726K |
| Richard W. Paul & Associates, LLC | 0.28% | Add +5.9% | 4,510 | $723K |
| Halbert Hargrove Global Advisors, LLC | 0.04% | No change | 4,498 | $722K |
| TrinityPoint Wealth, LLC | 0.11% | Add +2.3% | 4,486 | $720K |
| Klingman & Associates, LLC | 0.05% | Add +6.6% | 4,459 | $715K |
| Stokes Family Office, LLC | 0.08% | No change | 4,457 | $715K |
| Capital Advisors Inc. | 0.01% | Reduce -0.1% | 4,433 | $711K |
| Curtis Advisory Group, LLC | 0.25% | No change | 4,412 | $708K |
| FAS Wealth Partners, Inc. | 0.06% | Add +6.7% | 4,408 | $707K |
| Kathleen S. Wright Associates Inc. | 0.32% | Add +5.0% | 4,390 | $704K |
| TCI Wealth Advisors, Inc. | 0.07% | No change | 4,388 | $704K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | Reduce -45.8% | 4,387 | $704K |
| Allred Capital Management, LLC | 0.27% | Reduce -0.2% | 4,383 | $703K |
| Strategic Wealth Partners, Ltd. | 0.07% | Add +10.8% | 4,377 | $702K |
| Boston Mountain Money Management Inc. | 0.46% | No change | 4,376 | $702K |
| NCM Capital Management, LLC | 0.37% | Add +0.2% | 4,373 | $701K |
| Guardian Asset Advisors, LLC | 0.51% | Add +0.9% | 4,337 | $696K |
| Rather & Kittrell, Inc. | 0.19% | Reduce -1.0% | 4,323 | $693K |
| Silver Coast Investments LLC | 0.28% | Reduce -0.1% | 4,312 | $692K |
| Arrowroot Family Office, LLC | 0.44% | Add +0.8% | 4,308 | $691K |
| Fairman Group, LLC | 0.70% | Add +0.8% | 4,278 | $691K |
| Horizon Investment Services, LLC | 0.32% | Reduce -0.7% | 4,293 | $689K |
| Ironwood Financial, llc | 0.15% | Reduce -13.0% | 4,293 | $689K |
| Ashford Advisors, LLC | 0.17% | Reduce -13.3% | 4,293 | $689K |
| Cohen Investment Advisors LLC | 0.55% | Reduce -1.5% | 4,976 | $686K |
| Summit Wealth Partners, LLC | 0.14% | Reduce -2.7% | 4,277 | $686K |
| BlueSky Wealth Advisors, LLC | 0.11% | New | 4,248 | $681K |
| McNamara Financial Services, Inc. | 0.14% | Add +0.3% | 4,239 | $680K |
| Planning Center, Inc. | 0.09% | New | 4,235 | $679K |
| Waterfront Wealth Inc. | 0.18% | Reduce -28.4% | 4,230 | $678K |
| Azimuth Capital Investment Management LLC | 0.03% | Add +224.8% | 4,223 | $677K |
| LaFleur & Godfrey LLC | 0.10% | Add +47.6% | 4,216 | $676K |
| Twin City Private Wealth, LLC | 0.64% | Reduce -2.8% | 4,188 | $676K |
| Calamos Wealth Management LLC | 0.04% | Add +26.4% | 4,196 | $673K |
| Old Second National Bank of Aurora | 0.17% | Add +334.2% | 4,194 | $673K |
| Certuity, LLC | 0.05% | Add +19.2% | 4,182 | $671K |
| Kavar Capital Partners Group, LLC | 0.12% | Add +19.9% | 4,180 | $671K |
| First Community Trust NA | 0.57% | No change | 4,178 | $670K |
| Baker Ellis Asset Management LLC | 0.10% | No change | 4,140 | $664K |
| RPG Investment Advisory, LLC | 0.10% | Reduce -3.3% | 4,122 | $661K |
| Meridian Management Co. | 0.18% | Reduce -1.5% | 4,120 | $661K |
| Essex Private Wealth Management, LLC | 1.67% | No change | 4,093 | $657K |
| SVB Wealth LLC | 0.02% | Reduce -38.0% | 4,064 | $652K |
| Obermeyer Wealth Partners | 0.04% | No change | 4,060 | $651K |
| Caldwell Sutter Capital, Inc. | 0.32% | Add +2.0% | 4,049 | $649K |
| Ascentis Independent Advisors | 0.13% | — | 4,024 | $645K |
| Total Clarity Wealth Management, Inc. | 0.22% | Reduce -24.3% | 4,017 | $644K |
| Bouchey Financial Group, Ltd. | 0.06% | Add +1.8% | 4,011 | $644K |
| Atlantic Union Bankshares Corp | 0.04% | Add +20.8% | 4,007 | $643K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | Reduce -18.0% | 3,832 | $641K |
| One Wealth Advisors, LLC | 0.14% | No change | 3,920 | $640K |
| Tiller Private Wealth, Inc. | 0.28% | Reduce -58.6% | 3,990 | $640K |
| LMG Wealth Partners, LLC | 0.16% | Add +5.9% | 3,980 | $638K |
| Ausdal Financial Partners, Inc. | 0.07% | Add +20.1% | 3,977 | $638K |
| Apollon Financial, LLC | 0.21% | Reduce -2.3% | 3,973 | $637K |
| Modern Wealth Management, LLC | 0.05% | Reduce -6.5% | 3,970 | $637K |
| Lincoln Capital LLC | 0.14% | Add +3.9% | 3,959 | $635K |
| ARK & TLK Investments, LLC | 0.24% | Reduce -3.7% | 3,958 | $635K |
| White Wing Wealth Management | 0.51% | Reduce -82.9% | 3,955 | $634K |
| Triangle Securities Wealth Management | 0.18% | No change | 3,947 | $633K |
| Garland Capital Management Inc. | 0.45% | No change | 3,934 | $631K |
| Veltria Advisors Corp. | 0.23% | No change | 3,932 | $631K |
| 1900 Wealth Management LLC | 0.06% | No change | 3,919 | $629K |
| Geometric Wealth Advisors | 0.13% | Add +136.1% | 3,901 | $626K |
| Westmount Partners, LLC | 0.21% | Reduce -0.7% | 3,901 | $623K |
| Colonial River Investments, LLC | 0.33% | Add +1.3% | 3,855 | $618K |
| Dark Forest Capital Management LP | 0.11% | Add +79.8% | 3,836 | $615K |
| Hall Capital Management Co. Inc. | 0.29% | Add +5.8% | 3,835 | $615K |
| Tanglewood Legacy Advisors, LLC | 0.29% | No change | 3,801 | $610K |
| Sachem Hill LLC | 0.13% | Add +17.6% | 3,794 | $609K |
| Colonial Trust Co / SC | 0.11% | Add +18.9% | 3,793 | $608K |
| Heritage Wealth Advisors | 0.03% | Reduce -93.3% | 3,787 | $607K |
| Cypress Wealth Services, LLC | 0.13% | Add +14.3% | 3,758 | $603K |
| Fairscale Capital, LLC | 0.53% | — | 3,601 | $602K |
| Confluence Wealth Services, Inc. | 0.05% | Add +4.3% | 3,751 | $602K |
| Proffitt & Goodson Inc. | 0.11% | Add +77.0% | 3,747 | $601K |
| Hancock Whitney Corp. | 0.02% | Reduce -37.7% | 3,726 | $598K |
| Wesbanco Bank Inc. | 0.02% | Add +6.6% | 3,717 | $596K |
| AFS Financial Group, LLC | 7.96% | Reduce -82.0% | 3,705 | $594K |
| Chapin Davis, Inc. | 0.20% | Reduce -9.4% | 3,702 | $594K |
| Brown, Lisle/Cummings, Inc. | 0.19% | Reduce -7.5% | 3,697 | $593K |
| Pekin Hardy Strauss, Inc. | 0.08% | Add +13.5% | 3,691 | $592K |
| Tarbox Family Office, Inc. | 0.10% | Reduce -1.7% | 3,674 | $589K |
| Institute for Wealth Management, LLC. | 0.08% | Reduce -6.7% | 3,665 | $588K |
| Highline Wealth Partners LLC | 0.22% | Add +97.6% | 3,661 | $587K |
| Brown Brothers Harriman & Co. | 0.00% | Add +0.5% | 3,648 | $585K |
| Eagle Global Advisors LLC | 0.03% | Add +2.8% | 3,645 | $585K |
| Fort Pitt Capital Group, LLC | 0.02% | Add +1.2% | 3,641 | $584K |
| Windsor Capital Management, LLC | 0.18% | Reduce -2.5% | 3,640 | $584K |
| Shira Ridge Wealth Management | 0.32% | Reduce -6.0% | 3,631 | $582K |
| Ullmann Wealth Partners Group, LLC | 0.08% | Add +8.6% | 3,627 | $582K |
| Virtue Capital Management, LLC | 0.10% | Reduce -0.7% | 3,515 | $582K |
| JFG Wealth Management, LLC | 0.17% | New | 3,626 | $582K |
| 180 Wealth Advisors, LLC | 0.09% | Reduce -1.7% | 3,553 | $580K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -32.2% | 3,615 | $580K |
| Trivium Point Advisory, LLC | 0.09% | New | 3,593 | $576K |
| Glen Eagle Advisors, LLC | 0.11% | Reduce -2.0% | 3,584 | $575K |
| Lumbard & Kellner, LLC | 0.27% | No change | 3,565 | $572K |
| Life Planning Partners, Inc | 0.52% | Reduce -3.1% | 3,563 | $572K |
| Planned Solutions, Inc. | 0.28% | No change | 3,563 | $572K |
| Indiana Trust & Investment Management Co | 0.21% | Reduce -12.5% | 3,546 | $569K |
| Detalus Advisors, LLC | 0.19% | Reduce -0.4% | 3,524 | $565K |
| Rockwood Wealth Management, LLC | 0.07% | Add +0.2% | 3,516 | $564K |
| Carl P. Sherr & Co., LLC | 0.31% | No change | 3,502 | $562K |
| SJS Investment Consulting Inc. | 0.11% | No change | 3,500 | $561K |
| Means Investment Co., Inc. | 0.07% | Reduce -13.1% | 3,483 | $559K |
| Bank of New Hampshire | 0.14% | Reduce -9.2% | 3,469 | $556K |
| Kingswood Wealth Advisors, LLC | 0.05% | Reduce -0.6% | 3,452 | $554K |
| Gerber, LLC | 0.43% | Add +17.0% | 3,438 | $551K |
| Fortis Capital Advisors, LLC | 0.20% | Add +36.1% | 3,436 | $551K |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -0.3% | 3,436 | $551K |
| DDD Partners, LLC | 0.06% | Reduce -4.8% | 3,430 | $550K |
| Hamilton Point Investment Advisors, LLC | 0.11% | No change | 3,400 | $549K |
| Stratos Investment Management, LLC | 0.05% | Add +11.7% | 3,420 | $549K |
| Busey Bank | 0.02% | Reduce -1.9% | 3,417 | $548K |
| Cornerstone Advisors Asset Management, LLC | 0.15% | No change | 3,380 | $542K |
| Allen Capital Group, LLC | 0.08% | Add +16.7% | 3,366 | $540K |
| Gilbert & Cook, Inc. | 0.08% | Reduce -15.1% | 3,363 | $540K |
| VPR Management LLC | 0.20% | No change | 3,350 | $537K |
| Fairhaven Wealth Management, LLC | 0.18% | No change | 3,341 | $536K |
| Private Management Group Inc. | 0.02% | No change | 3,328 | $534K |
| Sunbelt Securities, Inc. | 0.05% | Reduce -5.6% | 3,306 | $530K |
| World Equity Group, Inc. | 0.16% | Reduce -47.7% | 3,295 | $529K |
| S&co Inc. | 0.04% | New | 3,297 | $528K |
| Evercore Wealth Management, LLC | 0.01% | Add +3.8% | 3,290 | $528K |
| Red Door Wealth Management, LLC | 0.09% | Reduce -11.3% | 3,261 | $523K |
| Bogart Wealth, LLC | 0.03% | Add +2.3% | 3,256 | $522K |
| First National Advisers, LLC | 0.10% | Add +9.7% | 3,256 | $522K |
| Yoder Wealth Management, Inc. | 0.33% | No change | 3,218 | $516K |
| Syntegra Private Wealth Group, LLC | 0.07% | Reduce -3.4% | 3,213 | $515K |
| Towercrest Capital Management | 0.08% | Reduce -0.6% | 3,208 | $515K |
| Capital Group Private Client Services, Inc. | 0.01% | Reduce -3.6% | 3,205 | $514K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.09% | No change | 3,192 | $512K |
| First International Bank & Trust | 0.18% | No change | 3,190 | $512K |
| Burney Co./ | 0.02% | Add +6.8% | 3,187 | $511K |
| Altiora Financial Group, LLC | 0.12% | Reduce -0.1% | 3,170 | $508K |
| Glassman Wealth Services | 0.09% | Add +2.0% | 3,167 | $508K |
| AQR Capital Management | 0.00% | Add +97.8% | 3,167 | $508K |
| GenTrust, LLC | 0.03% | New | 3,147 | $508K |
| Peoples Financial Services Corp. | 0.23% | No change | 3,159 | $507K |
| Legacy Private Trust Co. | 0.04% | Reduce -4.8% | 3,149 | $505K |
| Fort Point Capital Partners LLC | 0.06% | Reduce -14.1% | 3,134 | $503K |
| Wilmington Savings Fund Society, FSB | 0.02% | No change | 3,128 | $502K |
| Leading Edge Financial Planning LLC | 0.20% | Reduce -0.7% | 3,126 | $501K |
| Rothschild Capital Partners, LLC | 0.14% | Add +47.5% | 3,123 | $501K |
| Legacy Capital Wealth Partners, LLC | 0.13% | New | 3,118 | $500K |
| Gradient Investments LLC | 0.01% | Reduce -21.4% | 3,115 | $500K |
| Tenon Financial LLC | 0.39% | No change | 3,113 | $499K |
| Cladis Investment Advisory, LLC | 0.36% | Reduce -0.5% | 3,113 | $499K |
| Traphagen Investment Advisors LLC | 0.05% | No change | 3,103 | $498K |
| Freestone Capital Holdings, LLC | 0.02% | Reduce -5.4% | 3,101 | $497K |
| GSG Advisors LLC | 0.18% | Add +0.6% | 3,112 | $497K |
| Patriot Financial Group Insurance Agency, LLC | 0.07% | Reduce -11.0% | 3,094 | $496K |
| Hoey Investments, Inc. | 0.09% | Add +25.1% | 3,089 | $496K |
| Highland Financial Advisors, LLC | 0.18% | Reduce -4.0% | 3,086 | $495K |
| Traynor Capital Management, Inc. | 0.04% | Add +0.7% | 3,084 | $495K |
| DGS Capital Management, LLC | 0.14% | Add +4.8% | 3,071 | $493K |
| Discipline Wealth Solutions, LLC | 0.39% | Add +12.6% | 3,051 | $489K |
| CM Wealth Advisors LLC | 0.23% | No change | 3,023 | $488K |
| Mason Investment Advisory Services, Inc. | 0.03% | Reduce -0.8% | 3,037 | $487K |
| Wealth Quarterback LLC | 0.28% | Reduce -3.8% | 3,032 | $486K |
| Holland Advisory Services, Inc. | 0.60% | No change | 3,029 | $486K |
| Weatherly Asset Management L. P. | 0.04% | No change | 2,994 | $483K |
| Cape Cod Five Cents Savings Bank | 0.05% | Add +8.9% | 3,012 | $483K |
| Baron Wealth Management LLC | 0.25% | Add +1.3% | 3,005 | $482K |
| Breakwater Investment Management | 0.22% | Add +0.7% | 3,004 | $482K |
| J. Safra Sarasin Holding AG | 0.01% | — | 3,000 | $481K |
| WFA Asset Management Corp | 0.27% | Add +128.4% | 2,999 | $481K |
| SilverOak Wealth Management LLC | 0.12% | Reduce -8.3% | 2,994 | $480K |
| 4Thought Financial Group Inc. | 0.30% | Reduce -66.9% | 2,988 | $479K |
| Guardian Wealth Advisors, LLC / NC | 0.06% | Add +90.5% | 2,979 | $478K |
| German American Bancorp, Inc. | 0.05% | No change | 2,979 | $478K |
| Pacific Sage Partners, LLC | 0.12% | No change | 2,959 | $475K |
| Sentinel Pension Advisors, LLC | 0.10% | Add +2.4% | 2,955 | $474K |
| Millington Financial Advisors, LLC | 0.33% | No change | 2,951 | $473K |
| L. Roy Papp & Associates, LLP | 0.06% | Reduce -0.0% | 2,946 | $473K |
| Investmark Advisory Group LLC | 0.25% | Reduce -38.2% | 2,938 | $471K |
| Moseley Investment Management Inc. | 0.22% | Reduce -6.1% | 2,935 | $471K |
| Trilogy Capital Inc. | 0.03% | Reduce -35.9% | 2,928 | $470K |
| Meritage Portfolio Management | 0.03% | No change | 2,923 | $469K |
| Goldstein Advisors, LLC | 0.08% | No change | 2,876 | $461K |
| Crescent Grove Advisors, LLC | 0.05% | No change | 2,839 | $458K |
| Cambridge Advisors Inc. | 0.11% | No change | 2,850 | $457K |
| Meridian Wealth Advisors, LLC | 0.08% | No change | 2,841 | $456K |
| Patton Albertson Miller Group, LLC | 0.06% | No change | 2,835 | $455K |
| Stonebridge Financial Planning Group, LLC | 0.23% | Reduce -17.7% | 2,830 | $454K |
| Center For Asset Management LLC | 0.30% | Add +0.9% | 2,829 | $454K |
| Caldwell Trust Co | 0.05% | Reduce -1.1% | 2,814 | $451K |
| Ballast, Inc. | 0.14% | Reduce -5.3% | 2,811 | $451K |
| Legacy Financial Group LLC | 0.09% | Reduce -6.3% | 2,806 | $450K |
| tru Independence LLC | 0.14% | No change | 2,802 | $450K |
| Cultivar Capital, Inc. | 0.37% | No change | 2,789 | $447K |
| Mason & Associates, LLC | 0.15% | New | 2,776 | $445K |
| Fiduciary Group, LLC | 0.05% | No change | 2,775 | $445K |
| Aprio Wealth Management, LLC | 0.08% | Add +19.2% | 2,770 | $444K |
| Graypoint LLC | 0.03% | Reduce -0.6% | 2,770 | $444K |
| Midwest Financial Group LLC | 0.28% | Add +15.2% | 2,748 | $441K |
| ZynergyRetirementPlanningLLC | 0.34% | — | 2,743 | $440K |
| TruNorth Capital Management, LLC | 0.14% | No change | 2,737 | $439K |
| First Trust Direct Indexing L.P. | 0.03% | Add +15.2% | 2,732 | $438K |
| River Street Advisors LLC | 0.27% | Add +50.8% | 2,726 | $437K |
| ICONIQ Capital, LLC | 0.01% | New | 2,724 | $437K |
| Fulton Bank, N.A. | 0.02% | Add +5.0% | 2,719 | $436K |
| M3 Advisory Group, LLC | 0.36% | Add +93.9% | 2,715 | $436K |
| SC&H Financial Advisors, Inc. | 0.11% | Reduce -18.3% | 2,711 | $435K |
| Balanced Rock Investment Advisors LLC | 0.37% | Reduce -21.8% | 2,711 | $435K |
| LexAurum Advisors, LLC | 0.11% | Add +9.5% | 2,709 | $435K |
| First National Bank of Mount Dora, Trust Investment Services | 0.10% | No change | 2,708 | $434K |
| First Business Financial Services, Inc. | 0.05% | No change | 2,689 | $431K |
| Fusion Family Wealth, LLC | 0.04% | No change | 2,670 | $428K |
| Coordinated Financial Services, Inc. | 0.37% | Reduce -3.7% | 2,662 | $427K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +21.1% | 2,660 | $427K |
| Alliance Wealth Management Group | 0.12% | Reduce -0.8% | 2,656 | $426K |
| Ironwood Investment Counsel, LLC | 0.08% | Reduce -5.5% | 2,654 | $426K |
| Cannell & Spears LLC | 0.01% | No change | 2,651 | $425K |
| Continental Investors Services, Inc. | 0.95% | No change | 2,647 | $425K |
| Dover Advisors, LLC | 0.26% | New | 2,627 | $421K |
| Robinson Smith Wealth Advisors LLC | 0.37% | Reduce -3.6% | 2,620 | $420K |
| Hilltop Wealth Advisors, LLC | 0.21% | Reduce -3.9% | 2,619 | $420K |
| Barlow Wealth Partners, LLC | 0.06% | Add +90.3% | 2,552 | $419K |
| Rothschild Investment LLC | 0.03% | Add +9.5% | 2,606 | $418K |
| Thor Investment Management Inc. /Oh/ | 0.33% | Add +0.1% | 2,603 | $418K |
| Blue Chip Partners, LLC | 0.04% | No change | 2,601 | $417K |
| Ariadne Wealth Management, LP | 0.33% | — | 2,583 | $417K |
| Colton Groome Financial Advisors, LLC | 0.16% | Reduce -3.0% | 2,584 | $414K |
| Dopkins Wealth Management, LLC | 0.25% | No change | 2,576 | $413K |
| Total Investment Management Inc. | 0.05% | Reduce -31.0% | 2,567 | $412K |
| LRI Investments, LLC | 0.05% | No change | 2,567 | $412K |
| Summit Asset Management, LLC | 0.05% | Reduce -0.2% | 2,563 | $411K |
| Members Wealth LLC | 0.28% | — | 2,302 | $410K |
| Balefire, LLC | 0.15% | Add +33.4% | 2,555 | $410K |
| Alpine Global Management, LLC | 0.08% | New | 2,541 | $408K |
| Spinnaker Trust | 0.03% | No change | 2,538 | $407K |
| Marco Investment Management LLC | 0.04% | Reduce -19.1% | 2,536 | $407K |
| MKT Advisors LLC | 0.20% | No change | 2,533 | $407K |
| J. W. Coons Advisors, LLC | 0.08% | Reduce -8.8% | 2,530 | $406K |
| Thomasville National Bank | 0.03% | Reduce -1.6% | 2,521 | $404K |
| Patten Group, Inc. | 0.10% | Reduce -5.3% | 2,517 | $404K |
| Next Capital Management LLC | 0.17% | No change | 2,511 | $403K |
| Petra Financial Advisors Inc. | 0.29% | Reduce -24.1% | 2,501 | $401K |
| Hemenway Trust Co LLC | 0.03% | No change | 2,500 | $401K |
| Carson Advisory Inc. | 0.28% | Reduce -1.1% | 2,493 | $400K |
| Austin Wealth Management, LLC | 0.09% | Reduce -3.4% | 2,441 | $399K |
| Massachusetts Financial Services Co. | 0.00% | Add +36.7% | 2,476 | $397K |
| Sfmg, LLC | 0.03% | No change | 2,475 | $397K |
| Cidel Asset Management Inc. | 0.03% | No change | 2,475 | $397K |
| FWL Investment Management, LLC | 0.20% | Reduce -1.1% | 2,472 | $397K |
| O'ROURKE & COMPANY, Inc | 0.22% | Add +0.3% | 2,460 | $395K |
| WealthPLAN Partners, LLC | 0.04% | Add +1.9% | 2,459 | $394K |
| Harris Associates (Oakmark Funds) | 0.00% | New | 2,458 | $394K |
| Safeguard Investment Advisory Group, LLC | 0.12% | Add +9.3% | 2,456 | $394K |
| Kingfisher Capital LLC | 0.09% | No change | 2,458 | $394K |
| Prosperity Financial Group, Inc. | 0.25% | Reduce -28.6% | 2,453 | $393K |
| BetterWealth, LLC | 0.13% | No change | 2,452 | $393K |
| Bradley Foster & Sargent Inc. | 0.01% | Add +33.3% | 2,452 | $393K |
| NorthRock Partners, LLC | 0.01% | Add +0.8% | 2,433 | $393K |
| Libra Wealth LLC | 0.17% | Reduce -4.6% | 2,447 | $393K |
| Claro Advisors Inc. | 0.06% | Add +23.9% | 2,434 | $390K |
| Van Hulzen Asset Management, LLC | 0.03% | Add +35.7% | 2,427 | $389K |
| Milestone Asset Management, LLC | 0.10% | Add +17.0% | 2,425 | $389K |
| Concorde Asset Management, LLC | 0.24% | Add +29.5% | 2,416 | $388K |
| Mathes Company, Inc. | 0.14% | No change | 2,413 | $387K |
| NFSG Corp | 0.14% | Reduce -34.9% | 2,410 | $387K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.16% | Add +82.3% | 2,388 | $385K |
| Capital Investment Counsel, LLC | 0.08% | Reduce -21.0% | 2,403 | $385K |
| Swmg, LLC | 0.17% | Reduce -2.3% | 2,394 | $384K |
| Elevation Point Wealth Partners, LLC | 0.03% | No change | 2,392 | $384K |
| Peddock Capital Advisors, LLC | 0.10% | No change | 2,388 | $383K |
| Toews Corp. | 0.06% | Reduce -7.6% | 2,386 | $383K |
| L.M. Kohn & Company | 0.10% | Add +17.6% | 2,373 | $381K |
| Carr Financial Group Corp | 0.12% | No change | 2,372 | $380K |
| Wealth Group Ltd | 0.11% | No change | 2,367 | $380K |
| Oakworth Capital, Inc. | 0.03% | Reduce -5.2% | 2,359 | $378K |
| Murphy Pohlad Asset Management LLC | 0.16% | No change | 2,359 | $378K |
| Allianz SE | 0.01% | No change | 2,348 | $377K |
| X-Square Capital, LLC | 0.14% | Add +4.5% | 2,338 | $375K |
| Seelaus Asset Management LLC | 0.39% | No change | 2,322 | $372K |
| Northwest Investment Counselors, LLC | 0.09% | Add +1.4% | 2,320 | $372K |
| Lauer Wealth, LLC | 0.29% | Reduce -0.1% | 2,276 | $372K |
| Balboa Wealth Partners | 0.10% | Reduce -3.4% | 2,314 | $371K |
| Summit Global Investments | 0.03% | Reduce -12.8% | 2,314 | $371K |
| Philip James Wealth Mangement, LLC | 0.25% | No change | 2,311 | $371K |
| Bryant Woods Investment Advisors, LLC | 0.27% | Add +5.9% | 2,682 | $370K |
| Private Wealth Management Group, LLC | 0.16% | Add +194.9% | 2,297 | $368K |
| 9258 Wealth Management, LLC | 0.06% | Add +29.9% | 2,284 | $366K |
| Applied Capital LLC | 0.21% | No change | 2,283 | $366K |
| Christensen, King & Associates Investment Services, Inc. | 0.18% | Add +2.5% | 2,281 | $366K |
| Fiduciary Family Office, LLC | 0.14% | Reduce -17.9% | 2,272 | $364K |
| Community Financial Services Group, LLC | 0.08% | Reduce -1.9% | 2,265 | $363K |
| Madison Wealth Partners, Inc | 0.12% | Add +0.6% | 2,251 | $361K |
| Saxony Capital Management, LLC | 0.40% | Add +7.0% | 2,249 | $361K |
| Integral Investment Advisors, Inc. | 0.13% | Reduce -11.3% | 2,255 | $361K |
| Opal Wealth Advisors, LLC | 0.12% | Reduce -12.0% | 2,246 | $360K |
| Redhawk Wealth Advisors, Inc. | 0.05% | Reduce -75.4% | 2,225 | $357K |
| Plante Moran Financial Advisors, LLC | 0.04% | Reduce -1.0% | 2,223 | $357K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +26.4% | 2,194 | $354K |
| MPS Loria Financial Planners, LLC | 0.11% | No change | 2,177 | $350K |
| Trek Financial, LLC | 0.03% | Reduce -3.2% | 2,175 | $349K |
| Farmers National Bank | 0.10% | Reduce -0.4% | 2,171 | $348K |
| Almanack Investment Partners, LLC. | 0.06% | Reduce -9.9% | 2,167 | $348K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | New | 2,166 | $347K |
| Voya Financial Advisors, Inc. | 0.04% | Add +2.1% | 2,172 | $347K |
| Aristotle Capital Management, LLC | 0.00% | Add +49.3% | 2,154 | $346K |
| Heritage Oak Wealth Advisors LLC | 0.18% | — | 2,149 | $345K |
| Cadence Bank | 0.03% | Reduce -6.6% | 2,143 | $344K |
| ARS Wealth Advisors Group, LLC | 0.04% | Add +50.2% | 2,137 | $343K |
| Pictet North America Advisors SA | 0.04% | No change | 2,133 | $342K |
| Venturi Wealth Management, LLC | 0.02% | Reduce -0.1% | 2,126 | $341K |
| Waller Financial Planning Group, Inc. | 0.09% | Add +5.5% | 2,121 | $340K |
| JNBA Financial Advisors | 0.04% | Reduce -0.3% | 2,113 | $339K |
| One Wealth Map LLC | 0.21% | No change | 2,041 | $339K |
| Slagle Financial, LLC | 0.17% | Reduce -2.7% | 2,109 | $338K |
| Edge Financial Advisors LLC | 0.35% | Add +18.0% | 2,108 | $338K |
| Legacy Advisors, LLC | 0.04% | No change | 2,087 | $337K |
| Roof Eidam Maycock Peralta, LLC | 0.09% | Add +61.5% | 2,100 | $337K |
| Harrell Investment Partners, LLC | 0.10% | Reduce -6.3% | 2,097 | $336K |
| Austin Asset Management Co Inc | 0.07% | Add +7.4% | 2,093 | $336K |
| Wealth Group, Ltd. | 0.24% | Add +0.2% | 2,081 | $334K |
| S.A. Mason LLC | 0.19% | No change | 2,078 | $333K |
| Canandaigua National Bank & Trust Co. | 0.04% | New | 2,072 | $332K |
| Traction Financial Partners, LLC | 0.24% | No change | 1,983 | $332K |
| EnRich Financial Partners LLC | 0.12% | Add +0.4% | 2,066 | $331K |
| Greenfield Savings Bank | 0.17% | Reduce -12.5% | 2,058 | $330K |
| Sweet Financial Partners, LLC | 0.07% | Reduce -13.3% | 2,034 | $326K |
| Hazlett, Burt & Watson, Inc. | 0.17% | Reduce -3.0% | 2,031 | $325K |
| Wintrust Investments LLC | 0.03% | Add +15.4% | 2,026 | $325K |
| Independent Wealth Network Inc. | 0.15% | Reduce -6.3% | 2,026 | $325K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +30.1% | 2,021 | $324K |
| Strategic Wealth Investment Group, LLC | 0.04% | — | 2,026 | $324K |
| Princeton Global Asset Management LLC | 0.07% | New | 2,008 | $322K |
| Patten & Patten Inc. | 0.02% | No change | 2,003 | $321K |
| RVW Wealth, LLC | 0.03% | Reduce -5.6% | 1,998 | $320K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.09% | Reduce -0.3% | 1,983 | $320K |
| Versant Capital Management, Inc | 0.08% | Reduce -1.0% | 1,994 | $320K |
| Strata Wealth Advisors, LLC | 0.11% | Add +0.5% | 1,984 | $318K |
| One Wealth Management Investment & Advisory Services, LLC | 0.13% | Add +3.9% | 1,979 | $317K |
| Blue Bell Private Wealth Management, LLC | 0.07% | Add +12.9% | 1,977 | $317K |
| GeoWealth Management, LLC | 0.01% | Add +40.4% | 1,972 | $316K |
| HT Partners LLC | 0.11% | No change | 1,968 | $316K |
| 1ST Source Bank | 0.02% | No change | 1,965 | $315K |
| Marion Wealth Management | 0.09% | Add +11.7% | 1,962 | $315K |
| Insight Inv LLC | 0.27% | No change | 1,945 | $314K |
| Apriem Advisors | 0.04% | Add +34.0% | 1,953 | $313K |
| Security National Bank of Sioux City Iowa | 0.23% | Reduce -0.4% | 1,948 | $312K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.14% | Add +0.3% | 1,945 | $312K |
| Landaas & Co. /Wi | 0.10% | Reduce -1.6% | 1,948 | $312K |
| Waterloo Capital, L.P. | 0.04% | Add +14.5% | 1,942 | $311K |
| Boyce & Associates Wealth Consulting, Inc. | 0.36% | Reduce -2.5% | 1,936 | $311K |
| Raffa Wealth Management, LLC | 0.09% | No change | 1,934 | $310K |
| Fidelity D & D Bancorp Inc. | 0.23% | Add +0.5% | 1,932 | $310K |
| Motive Wealth Advisors | 0.19% | Reduce -9.0% | 1,923 | $308K |
| Retirement Guys Formula LLC | 0.15% | Add +18.5% | 1,920 | $308K |
| Wick Capital Partners, LLC | 0.11% | New | 1,920 | $308K |
| TCV Trust & Wealth Management, Inc. | 0.03% | New | 1,920 | $308K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -17.4% | 1,913 | $307K |
| Rowlandmiller & Partners.adv | 0.07% | No change | 1,908 | $306K |
| Cambiar Investors LLC | 0.01% | Add +22.5% | 1,903 | $305K |
| Laidlaw Wealth Management LLC | 0.17% | Reduce -0.1% | 1,901 | $305K |
| Van Cleef Asset Management,Inc | 0.04% | No change | 1,900 | $305K |
| ORBA Wealth Advisors, L.L.C. | 0.16% | No change | 1,895 | $304K |
| Sensible Money, LLC | 0.15% | New | 1,893 | $304K |
| Appleton Partners Inc. | 0.02% | Add +8.3% | 1,890 | $303K |
| National Wealth Management Group, LLC | 0.23% | Add +5.5% | 1,887 | $303K |
| Tillman Hartley LLC | 0.10% | Reduce -4.0% | 1,874 | $301K |
| Mosaic Financial Group, LLC | 0.22% | No change | 1,871 | $300K |
| Holderness Investments Co. | 0.07% | Add +2.6% | 1,867 | $299K |
| Catalina Capital Group, LLC | 0.11% | Add +39.3% | 1,863 | $299K |
| Five Oceans Advisors | 0.16% | Reduce -1.1% | 1,860 | $298K |
| Farmers & Merchants Investments Inc. | 0.01% | Reduce -10.6% | 1,859 | $298K |
| Altfest L J & Co. Inc. | 0.04% | Add +1.6% | 1,859 | $298K |
| Wharton Business Group, LLC | 0.02% | No change | 1,858 | $298K |
| Meridian Financial Advisors, LLC | 0.22% | No change | 1,853 | $297K |
| Heritage Trust Co | 0.04% | No change | 1,848 | $296K |
| FRG Family Wealth Advisors LLC | 0.06% | No change | 1,835 | $296K |
| Denver PWM, LLC | 0.12% | Reduce -52.8% | 1,840 | $295K |
| Samalin Investment Counsel, LLC | 0.14% | Reduce -0.2% | 1,826 | $293K |
| Maiden Cove Capital, LLC | 0.63% | — | 1,802 | $292K |
| Lazard Asset Management LLC | 0.00% | Reduce -13.6% | 1,824 | $292K |
| Headlands Technologies LLC | 0.03% | Reduce -25.4% | 1,810 | $290K |
| Sterling Investment Advisors, Ltd. | 0.08% | No change | 1,809 | $290K |
| Cascade Investment Group, Inc. | 0.23% | Add +0.7% | 1,806 | $290K |
| Enterprise Bank & Trust Co | 0.10% | Reduce -7.2% | 1,805 | $290K |
| Accretive Wealth Partners, LLC | 0.12% | Reduce -3.7% | 1,803 | $289K |
| Collaborative Wealth Managment Inc. | 0.14% | Reduce -30.1% | 1,799 | $289K |
| Buska Wealth Management, LLC | 0.11% | New | 1,794 | $288K |
| Bangor Savings Bank | 0.03% | Add +20.8% | 1,786 | $286K |
| Foster Dykema Cabot & Partners, LLC | 0.03% | Reduce -11.7% | 1,768 | $285K |
| Jackson Creek Investment Advisors LLC | 0.10% | Reduce -9.9% | 1,774 | $285K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 1,775 | $285K |
| Benchmark Financial Wealth Advisors, LLC | 0.11% | No change | 1,773 | $284K |
| Cedar Point Capital Partners, LLC | 0.21% | Add +3.2% | 1,772 | $284K |
| Williamson Legacy Group, LLC | 0.21% | New | 1,767 | $283K |
| KWB Wealth | 0.04% | No change | 1,737 | $283K |
| New Perspectives, Inc | 0.15% | No change | 1,761 | $282K |
| Silverlake Wealth Management LLC | 0.12% | No change | 1,760 | $282K |
| Sterling Investment Counsel, LLC | 0.11% | No change | 1,753 | $281K |
| Cooper Financial Group | 0.04% | Reduce -2.0% | 1,752 | $281K |
| Beirne Wealth Consulting Services, LLC | 0.11% | No change | 1,737 | $280K |
| Fidelis Capital Partners, LLC | 0.04% | Reduce -3.3% | 1,748 | $280K |
| Baldwin Wealth Partners LLC | 0.02% | Reduce -10.9% | 1,747 | $280K |
| Family Firm, Inc. | 0.06% | New | 1,743 | $280K |
| Trifecta Capital Advisors, LLC | 0.06% | No change | 1,740 | $279K |
| Physician Wealth Advisors, Inc. | 0.05% | Add +0.4% | 1,668 | $279K |
| Hanson & Doremus Investment Management | 0.05% | No change | 1,737 | $279K |
| Harbor Group, Inc. | 0.07% | Add +1.1% | 1,737 | $279K |
| Semus Wealth Partners LLC | 0.21% | Reduce -5.1% | 1,734 | $278K |
| Graves Light Lenhart Wealth, Inc. | 0.03% | Reduce -4.8% | 1,735 | $277K |
| Hobart Private Capital, LLC | 0.08% | New | 1,727 | $277K |
| Seed Wealth Management, Inc. | 0.24% | No change | 1,725 | $277K |
| Encompass Wealth Advisors, LLC | 0.07% | Add +13.4% | 1,723 | $276K |
| Capital Investment Services of America, Inc. | 0.03% | Reduce -8.5% | 1,715 | $275K |
| Reynders McVeigh Capital Management, LLC | 0.02% | Reduce -8.7% | 1,712 | $275K |
| Brooklyn FI, LLC | 0.11% | Add +2.0% | 1,707 | $274K |
| Emprise Bank | 0.17% | No change | 1,705 | $273K |
| Revisor Wealth Management LLC | 0.19% | Reduce -6.8% | 1,698 | $272K |
| Stonebrook Private Inc. | 0.08% | Add +17.9% | 1,697 | $272K |
| Satovsky Asset Management LLC | 0.07% | Add +11.4% | 1,696 | $272K |
| Portland Global Advisors LLC | 0.04% | Reduce -5.6% | 1,696 | $272K |
| SPC Financial, Inc. | 0.03% | Reduce -0.5% | 1,696 | $272K |
| Tradewinds, LLC. | 0.08% | New | 1,683 | $270K |
| DiNuzzo Private Wealth, Inc. | 0.04% | No change | 1,682 | $270K |
| HMS Capital Management, LLC | 0.14% | No change | 1,680 | $269K |
| Anderson Hoagland & Co. | 0.03% | Reduce -0.4% | 1,674 | $269K |
| TCP Asset Management, LLC | 0.07% | Reduce -11.5% | 1,670 | $268K |
| McRae Capital Management Inc. | 0.06% | Reduce -0.1% | 1,666 | $267K |
| Jentner Corp | 0.09% | Reduce -16.1% | 1,663 | $267K |
| Convergence Financial, LLC | 0.07% | New | 1,660 | $266K |
| Destiny Wealth Partners, LLC | 0.05% | Reduce -19.0% | 1,655 | $265K |
| Iron Horse Wealth Management, LLC | 0.10% | Reduce -4.1% | 1,643 | $264K |
| American Financial Advisors, LLC | 0.04% | Add +19.4% | 1,641 | $263K |
| Armstrong Advisory Group, Inc. | 0.02% | Reduce -37.9% | 1,629 | $261K |
| Sage Capital Advisors,llc | 0.07% | No change | 1,623 | $260K |
| Unionview, LLC | 0.21% | No change | 1,621 | $260K |
| Transform Wealth, LLC | 0.02% | Reduce -5.4% | 1,610 | $260K |
| Whitaker-Myers Wealth Managers, LTD. | 0.10% | Reduce -52.1% | 1,619 | $260K |
| Whittier Trust Co. | 0.00% | No change | 1,618 | $260K |
| Legacy Financial Strategies, LLC | 0.06% | Add +10.7% | 1,616 | $259K |
| FourThought Financial Partners, LLC | 0.03% | Add +12.9% | 1,608 | $258K |
| Walden Wealth Partners LLC | 0.14% | No change | 1,605 | $257K |
| S. R. Schill & Associates | 0.11% | No change | 1,600 | $257K |
| Harfst & Associates, Inc. | 0.06% | No change | 1,600 | $257K |
| Catalyst Financial Partners LLC | 0.06% | Reduce -11.3% | 1,600 | $257K |
| Romano Brothers and Company | 0.04% | No change | 1,594 | $256K |
| Pullen Investment Management, LLC | 0.21% | No change | 1,583 | $254K |
| Forum Private Client Group LLC | 0.12% | Add +20.2% | 1,583 | $254K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Add +10.7% | 1,582 | $254K |
| West Financial Advisors, LLC | 0.05% | Add +32.5% | 1,580 | $253K |
| Abound Wealth Management | 0.09% | Reduce -12.7% | 1,572 | $252K |
| Global Wealth Strategies & Associates | 0.09% | No change | 1,570 | $252K |
| Welch Group, LLC | 0.01% | No change | 1,568 | $252K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +0.6% | 1,563 | $251K |
| Telos Capital Management, Inc. | 0.03% | Reduce -10.9% | 1,560 | $250K |
| Dimension Capital Management LLC | 0.05% | No change | 1,553 | $249K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -37.3% | 1,553 | $248K |
| Drake & Associates, LLC | 0.09% | New | 1,542 | $247K |
| Brass Tax Wealth Management, Inc. | 0.05% | New | 1,542 | $247K |
| Acorn Financial Advisory Services Inc. | 0.05% | Reduce -3.3% | 1,533 | $246K |
| OMNI 360 Wealth, Inc. | 0.19% | New | 1,532 | $246K |
| Stuart Chaussee & Associates, Inc. | 0.07% | No change | 1,526 | $245K |
| Kraft Asset Management, LLC | 0.21% | New | 1,524 | $244K |
| Natixis | 0.00% | Reduce -0.5% | 1,522 | $244K |
| Matrix Asset Advisors Inc. | 0.03% | Add +12.3% | 1,520 | $244K |
| Ceera Investments, LLC | 0.10% | No change | 1,520 | $244K |
| GEM Asset Management, LLC | 0.15% | No change | 1,515 | $243K |
| Perissos Private Wealth Management, LLC | 0.22% | New | 1,515 | $243K |
| Vestia Personal Wealth Advisors | 0.26% | — | 1,515 | $243K |
| Peoples Bank | 0.13% | Reduce -1.0% | 1,511 | $242K |
| KG Capital Management | 0.08% | Add +9.1% | 1,510 | $242K |
| Ignite Planners, LLC | 0.06% | Reduce -1.4% | 1,508 | $242K |
| Excalibur Management Corp. | 0.10% | Reduce -9.6% | 1,507 | $242K |
| Redmond Asset Management, LLC | 0.08% | New | 1,507 | $242K |
| Meridian Wealth Partners, LLC | 0.04% | Add +9.3% | 1,507 | $242K |
| Guidance Capital, Inc. | 0.08% | Reduce -81.4% | 1,435 | $241K |
| Financial Partners Group, LLC | 0.09% | No change | 1,500 | $241K |
| Harbour Capital Advisors, LLC | 0.06% | No change | 1,504 | $240K |
| Morton Capital Management LLC | 0.06% | Reduce -11.1% | 1,491 | $239K |
| GYL Financial Synergies, LLC | 0.02% | Reduce -1.5% | 1,488 | $239K |
| Advisor OS, LLC | 0.03% | Add +6.4% | 1,488 | $239K |
| Main Street Group, LTD | 0.11% | Reduce -11.6% | 1,494 | $239K |
| Tyche Wealth Partners LLC | 0.06% | No change | 1,482 | $238K |
| Heritage Wealth Management, Inc. | 0.23% | Reduce -23.3% | 1,475 | $237K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 1,475 | $237K |
| Advisory Services & Investments, LLC | 0.16% | No change | 1,469 | $236K |
| True North Advisors, LLC | 0.06% | No change | 1,469 | $236K |
| University of Texas/Texas Am Investment Management Co. | 0.05% | New | 1,467 | $235K |
| Red Lighthouse Investment Management, LLC | 0.10% | Reduce -3.7% | 1,465 | $235K |
| Aurora Private Wealth, Inc. | 0.21% | No change | 1,464 | $235K |
| Truvestments Capital LLC | 0.09% | Add +2.1% | 1,465 | $235K |
| WR Wealth Planners, LLC | 0.07% | Reduce -9.2% | 1,458 | $234K |
| Lantz Financial LLC | 0.07% | No change | 1,448 | $232K |
| Equita Financial Network, Inc. | 0.10% | New | 1,446 | $232K |
| Syverson Strege & Co | 0.08% | No change | 1,443 | $231K |
| Asset Allocation Strategies LLC | 0.08% | New | 1,440 | $231K |
| Novare Capital Management LLC | 0.02% | Reduce -8.0% | 1,440 | $231K |
| McGlone Suttner Wealth Management, Inc. | 0.05% | No change | 1,542 | $230K |
| Avid Wealth Partners LLC | 0.18% | New | 1,436 | $230K |
| First Nebraska Trust Co | 0.02% | No change | 1,434 | $230K |
| Stonebridge Capital Advisors LLC | 0.02% | Reduce -18.6% | 1,427 | $229K |
| Eagle Harbor Asset Management Inc. | 0.24% | Reduce -2.1% | 1,426 | $229K |
| TD Asset Management Inc | 0.00% | No change | 1,426 | $229K |
| BTG Pactual Asset Management US LLC | 0.06% | — | 1,425 | $229K |
| FSM Wealth Advisors, LLC | 0.08% | Reduce -15.9% | 1,421 | $228K |
| Aviance Capital Partners, LLC | 0.03% | Add +11.4% | 1,421 | $228K |
| Operose Advisors LLC | 0.08% | Add +1.4% | 1,420 | $228K |
| Fernwood Investment Management, LLC | 0.07% | No change | 1,414 | $227K |
| PCG Wealth Advisors, LLC | 0.10% | Reduce -5.7% | 1,412 | $226K |
| JDM Financial Group LLC | 0.15% | No change | 1,410 | $226K |
| Duncker Streett & Co. Inc. | 0.04% | No change | 1,410 | $226K |
| Mills Wealth Advisors LLC | 0.16% | Reduce -7.5% | 1,410 | $226K |
| JPL Wealth Management, LLC | 0.11% | Reduce -12.2% | 1,407 | $226K |
| Higgins & Schmidt Wealth Strategies LLC | 0.16% | No change | 1,403 | $225K |
| Valley Financial Group, Inc. | 0.17% | Reduce -4.8% | 1,400 | $225K |
| Gries Financial LLC | 0.05% | Reduce -0.4% | 1,398 | $224K |
| Pacifica Partners Inc. | 0.10% | Reduce -0.8% | 1,393 | $224K |
| Financial Insights, Inc. | 0.06% | No change | 1,389 | $223K |
| Wrenne Financial Planning LLC | 0.15% | New | 1,388 | $223K |
| Greenspring Advisors, LLC | 0.05% | No change | 1,386 | $222K |
| Activest Wealth Management | 0.07% | Reduce -51.7% | 1,380 | $221K |
| Realta Investment Advisors | 0.04% | No change | 1,373 | $220K |
| Berkeley, Inc | 0.14% | Reduce -7.0% | 1,366 | $219K |
| Prosperity Wealth Management, Inc. | 0.11% | New | 1,364 | $219K |
| Family Capital Management, Inc. | 0.15% | No change | 1,350 | $217K |
| Seneca Financial Advisors LLC | 0.11% | Reduce -4.0% | 1,349 | $216K |
| Baldwin Investment Management, LLC | 0.03% | No change | 1,348 | $216K |
| Kure Advisory, LLC | 0.18% | No change | 1,339 | $215K |
| Banque Cantonale Vaudoise | 0.01% | Reduce -2.4% | 1,334 | $214K |
| Solitude Financial Services | 0.10% | No change | 1,330 | $213K |
| Channel Wealth LLC | 0.08% | Reduce -1.0% | 1,329 | $213K |
| Wealthquest Corp | 0.02% | No change | 1,325 | $213K |
| Creekmur Asset Management LLC | 0.05% | Reduce -6.9% | 1,325 | $213K |
| Chartist Inc. | 0.11% | No change | 1,323 | $212K |
| Secure Asset Management, LLC | 0.04% | New | 1,321 | $212K |
| St. Clair Advisors, LLC | 0.07% | No change | 1,316 | $211K |
| Spotlight Asset Group, Inc. | 0.15% | No change | 1,315 | $211K |
| Buttonwood Financial Advisors Inc. | 0.10% | New | 1,314 | $211K |
| SMI Advisory Services, LLC | 0.05% | New | 1,312 | $211K |
| DB Fitzpatrick & Co, Inc | 0.19% | New | 1,313 | $211K |
| Nilsine Partners, LLC | 0.03% | No change | 1,313 | $211K |
| Peterson Financial Group, Inc. | 1.28% | No change | 1,307 | $210K |
| Financial Freedom, LLC | 0.12% | Reduce -1.0% | 1,305 | $209K |
| Cypress Financial Planning LLC | 0.09% | No change | 1,300 | $209K |
| Philadelphia Trust Co. | 0.02% | Reduce -58.0% | 1,297 | $208K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.07% | New | 1,296 | $208K |
| GDS Wealth Management | 0.02% | Reduce -3.9% | 1,296 | $208K |
| Fortis Capital Management LLC | 0.04% | Add +4.1% | 1,292 | $207K |
| Lynx Investment Advisory | 0.15% | — | 1,289 | $207K |
| Eq LLC | 0.12% | Add +0.1% | 1,288 | $207K |
| Orion Capital Management LLC | 0.11% | No change | 1,286 | $206K |
| Atlanta Consulting Group Advisors, LLC | 0.04% | No change | 1,286 | $206K |
| Pettyjohn, Wood & White, Inc. | 0.04% | No change | 1,284 | $206K |
| jvl associates llc | 0.08% | No change | 1,284 | $206K |
| Stablepoint Partners, LLC | 0.04% | No change | 1,233 | $205K |
| Wealth Dimensions Group, Ltd. | 0.06% | New | 1,281 | $205K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 1,280 | $205K |
| Smith Thornton Advisors LLC | 0.15% | — | 1,276 | $205K |
| WealthTrust Axiom LLC | 0.07% | No change | 1,274 | $204K |
| Quantitative Strategies, Inc. | 0.12% | Add +2.8% | 1,273 | $204K |
| Tranquility Partners, LLC | 0.08% | Reduce -6.6% | 1,272 | $204K |
| MJP Associates Inc. | 0.04% | New | 1,269 | $204K |
| Ledyard National Bank | 0.02% | No change | 1,267 | $203K |
| Occidental Asset Management, LLC | 0.04% | New | 1,267 | $203K |
| Austin Private Wealth, LLC | 0.02% | Reduce -0.2% | 1,262 | $202K |
| Manhattan West Asset Management, LLC | 0.05% | Reduce -84.3% | 1,255 | $201K |
| Veracity Capital LLC | 0.08% | New | 1,254 | $201K |
| Henshaw Capital LLC | 0.01% | No change | 1,250 | $201K |
| Hobbs Group Advisors, LLC | 0.07% | — | 1,226 | $197K |
| IAG Wealth Partners, LLC | 0.04% | No change | 1,136 | $182K |
| Aspire Wealth Management Corp | 0.10% | No change | 1,111 | $178K |
| Mfa Wealth Advisors, LLC | 0.04% | Reduce -13.4% | 1,100 | $176K |
| Great Lakes Retirement, Inc. | 0.02% | New | 1,072 | $173K |
| Westside Investment Management, Inc. | 0.04% | Reduce -9.6% | 1,056 | $170K |
| Clear Point Advisors Inc. | 0.14% | No change | 1,055 | $169K |
| Coston, McIsaac & Partners | 0.05% | Reduce -2.9% | 1,054 | $169K |
| Arlington Trust Co LLC | 0.04% | Add +2.9% | 1,050 | $168K |
| Biltmore Family Office, LLC | 0.03% | No change | 1,040 | $168K |
| Elevation Wealth Partners, LLC | 0.08% | New | 1,040 | $167K |
| Clean Yield Group | 0.06% | No change | 1,015 | $163K |
| Ballast Advisors LLC | 0.05% | No change | 980 | $157K |
| Powell Investment Advisors, LLC | 0.08% | New | 973 | $157K |
| Crewe Advisors LLC | 0.02% | No change | 960 | $154K |
| Northwest Bank & Trust Co | 0.13% | No change | 939 | $151K |
| Winch Advisory Services, LLC | 0.04% | No change | 935 | $150K |
| Bfsg, LLC | 0.02% | Reduce -18.2% | 935 | $150K |
| Tyler-Stone Wealth Management | 0.06% | Add +2.5% | 924 | $148K |
| City Holding Co. | 0.02% | No change | 866 | $139K |
| Integrity Financial Corp | 0.09% | No change | 865 | $139K |
| Perritt Capital Management Inc | 0.07% | No change | 843 | $135K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +133.9% | 835 | $134K |
| Tucker Asset Management LLC | 0.03% | Reduce -4.0% | 830 | $133K |
| Sachetta, LLC | 0.06% | Add +25.2% | 780 | $130K |
| PFG Private Wealth Management, LLC | 0.08% | Reduce -0.3% | 812 | $130K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 808 | $130K |
| Evensky & Katz LLC | 0.01% | Reduce -18.5% | 807 | $129K |
| Laurel Wealth Advisors LLC | 0.02% | Reduce -11.6% | 803 | $129K |
| MTM Investment Management, LLC | 0.05% | Reduce -51.6% | 790 | $127K |
| Koesten, Hirschmann & Crabtree, INC. | 0.08% | No change | 764 | $124K |
| Cedar Mountain Advisors, LLC | 0.03% | No change | 764 | $123K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -23.3% | 752 | $121K |
| TCTC Holdings, LLC | 0.00% | Add +1.0% | 736 | $118K |
| Aberdeen Wealth Management LLC | 0.08% | No change | 700 | $112K |
| Capital Investment Counsel, Inc | 0.02% | No change | 659 | $106K |
| Mark Sheptoff Financial Planning, LLC | 0.06% | No change | 656 | $105K |
| Atlantic Edge Private Wealth Management, LLC | 0.04% | Add +97.3% | 653 | $105K |
| Provident Wealth Management, LLC | 0.04% | Add +0.9% | 645 | $103K |
| Adirondack Trust Co. | 0.04% | Add +44.6% | 642 | $103K |
| Kimelman & Baird, LLC | 0.01% | — | 641 | $103K |
| Riverview Trust Co | 0.09% | New | 592 | $95K |
| AlphaMark Advisors, LLC | 0.03% | Add +26.2% | 587 | $94K |
| Resources Management Corp. /CT/ | 0.01% | No change | 566 | $91K |
| Redwood Wealth Management Group, LLC | 0.07% | New | 558 | $90K |
| First Personal Financial Services | 0.02% | Add +352.9% | 539 | $86K |
| Grand Wealth Management, LLC | 0.05% | No change | 533 | $86K |
| Marquette Asset Management, LLC | 0.01% | No change | 534 | $86K |
| Northwest Capital Management Inc | 0.03% | Reduce -93.5% | 526 | $84K |
| Canton Hathaway, LLC | 0.02% | No change | 515 | $83K |
| LGT Financial Advisors LLC | 0.17% | No change | 514 | $82K |
| Park Place Capital Corp | 0.03% | No change | 508 | $81K |
| Country Trust Bank | 0.00% | No change | 506 | $81K |
| Vermillion & White Wealth Management Group, LLC | 0.06% | Add +3.9% | 502 | $81K |
| Clearstead Trust, LLC | 0.02% | No change | 501 | $80K |
| HM Payson & Co. | 0.00% | Add +2.0% | 500 | $80K |
| Benjamin Edwards Inc. | 0.02% | No change | 500 | $80K |
| Front Row Advisors LLC | 0.03% | No change | 476 | $77K |
| Addison Advisors LLC | 0.02% | Add +0.7% | 459 | $74K |
| Signature Resources Capital Management, LLC | 0.06% | Add +1042.5% | 457 | $73K |
| Motco | 0.00% | No change | 450 | $72K |
| Intelligent Financial Strategies | 0.04% | No change | 445 | $72K |
| Gen-Wealth Partners Inc | 0.03% | Add +0.9% | 438 | $70K |
| Elevate Wealth Advisory, Inc. | 0.06% | No change | 427 | $69K |
| Atlantic Private Wealth, LLC | 0.06% | No change | 422 | $68K |
| Sound Income Strategies, LLC | 0.00% | Reduce -31.1% | 420 | $67K |
| Pin Oak Investment Advisors Inc. | 0.06% | No change | 415 | $67K |
| Lowe Wealth Advisors, LLC | 0.03% | No change | 412 | $66K |
| Barclays PLC | 0.00% | No change | 412 | $66K |
| Tidemark, LLC | 0.03% | Reduce -8.3% | 411 | $66K |
| Strategic Financial Concepts, LLC | 0.04% | Add +26320.0% | 2,684,011 | $65K |
| Dagco, Inc. | 0.03% | No change | 403 | $65K |
| PSI Advisors, LLC | 0.02% | New | 402 | $64K |
| Custom Portfolio Group LLC | 0.05% | No change | 1,538 | $64K |
| Davis Capital Management | 0.05% | Reduce -6.2% | 394 | $63K |
| Pacific Capital Wealth Advisors, Inc. | 0.01% | No change | 390 | $63K |
| Janiczek Wealth Management, LLC | 0.01% | Add +1.0% | 389 | $62K |
| True Wealth Design, LLC | 0.02% | No change | 383 | $61K |
| Sittner & Nelson, LLC | 0.03% | No change | 363 | $58K |
| Cordgrass Capital Advisors, LLC | 0.02% | No change | 362 | $58K |
| Y.D. More Investments Ltd | 0.01% | No change | 359 | $58K |
| Providence Capital Advisors, LLC | 0.01% | Add +320.2% | 353 | $57K |
| Security National Bank | 0.01% | Reduce -57.3% | 350 | $56K |
| Cordant, Inc. | 0.03% | Reduce -51.1% | 346 | $56K |
| Pacific Center for Financial Services | 0.02% | No change | 343 | $55K |
| Concord Wealth Partners | 0.01% | No change | 330 | $53K |
| New Republic Capital, LLC | 0.03% | Add +3.2% | 326 | $53K |
| Burkett Financial Services, LLC | 0.03% | Reduce -7.1% | 327 | $52K |
| Ruedi Wealth Management, Inc. | 0.02% | Reduce -2.4% | 321 | $51K |
| Pension & Wealth Management Advisors, Inc. | 0.03% | Reduce -24.3% | 312 | $50K |
| Arcadia Investment Advisors LLC | 0.03% | Reduce -24.1% | 309 | $50K |
| Centennial Bank | 0.02% | No change | 302 | $48K |
| BigSur Wealth Management LLC | 0.01% | No change | 300 | $48K |
| Founders Capital Management | 0.03% | No change | 300 | $48K |
| Castleview Partners, LLC | 0.03% | Add +1.0% | 294 | $47K |
| Nemes Rush Group LLC | 0.01% | Reduce -28.9% | 278 | $45K |
| CarsonAllaria Wealth Management, Ltd. | 0.03% | New | 276 | $44K |
| Morton Brown Family Wealth, LLC | 0.02% | No change | 265 | $44K |
| Kozak & Associates, Inc. | 0.01% | Add +0.4% | 267 | $43K |
| WealthCollab, LLC | 0.03% | No change | 266 | $43K |
| Avion Wealth | 0.01% | No change | 268 | $42K |
| Compass Wealth Management LLC | 0.01% | No change | 260 | $42K |
| Kiely Wealth Advisory Group, Inc. | 0.02% | New | 253 | $41K |
| RE Dickinson Investment Advisors, LLC | 0.02% | No change | 255 | $41K |
| Albion Financial Group | 0.00% | Add +119.1% | 252 | $40K |
| Eagle Bay Advisors LLC | 0.02% | Add +34.6% | 249 | $40K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | New | 249 | $40K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 248 | $40K |
| Provenance Wealth Advisors, LLC | 0.01% | Reduce -31.9% | 237 | $38K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 232 | $37K |
| Mitchell Sinkler & Starr | 0.01% | No change | 223 | $37K |
| Running Point Capital Advisors, LLC | 0.02% | Add +43.1% | 229 | $37K |
| Missouri Trust & Investment Co | 0.01% | No change | 225 | $36K |
| Bellevue Asset Management, LLC | 0.02% | No change | 218 | $35K |
| Spectrum Wealth Counsel, LLC | 0.00% | New | 209 | $34K |
| Wagner Wealth Management, LLC | 0.01% | No change | 208 | $33K |
| Aspect Partners, LLC | 0.02% | No change | 207 | $33K |
| Rice Partnership, LLC | 0.01% | No change | 206 | $33K |
| Toth Financial Advisory Corp. | 0.00% | New | 200 | $32K |
| Briaud Financial Planning Inc | 0.02% | New | 202 | $32K |
| EMC Capital Management | 0.02% | No change | 200 | $32K |
| WFA of San Diego, LLC | 0.03% | — | 189 | $30K |
| Citizens National Bank Trust Department | 0.01% | No change | 187 | $30K |
| West Paces Advisors Inc. | 0.01% | Reduce -45.5% | 186 | $30K |
| Legend Financial Advisors, Inc. | 0.02% | Add +5.1% | 184 | $30K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 175 | $28K |
| Byrne Asset Management LLC | 0.02% | No change | 175 | $28K |
| Optimum Investment Advisors | 0.01% | New | 173 | $28K |
| Innealta Capital, LLC | 0.01% | New | 172 | $28K |
| Piscataqua Savings Bank | 0.02% | No change | 160 | $26K |
| Your Advocates Ltd., LLP | 0.01% | No change | 155 | $25K |
| AllSquare Wealth Management LLC | 0.01% | No change | 151 | $24K |
| Hollencrest Capital Management | 0.00% | New | 149 | $24K |
| M&R Capital Management Inc. | 0.01% | No change | 143 | $23K |
| MeadowBrook Investment Advisors LLC | 0.02% | Add +111.1% | 190 | $23K |
| Central Bank & Trust Co. | 0.00% | New | 140 | $22K |
| Arvest Investments, Inc. | 0.00% | No change | 135 | $22K |
| First Pacific Financial | 0.01% | Reduce -38.3% | 134 | $21K |
| Paladin Advisory Group, LLC | 0.01% | No change | 118 | $19K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -10.7% | 117 | $19K |
| Family Asset Management, LLC | 0.01% | Add +103.5% | 116 | $19K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | Reduce -19.4% | 108 | $17K |
| PFC Capital Group, Inc. | 0.01% | No change | 112 | $17K |
| 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 |
| Creative Capital Management Investments LLC | 0.01% | New | 97 | $16K |
| Eukles Asset Management | 0.01% | No change | 96 | $15K |
| Triad Wealth Partners, LLC | 0.01% | New | 85 | $14K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -10.5% | 85 | $13K |
| Quent Capital, LLC | 0.00% | No change | 83 | $13K |
| Element Wealth, LLC | 0.01% | No change | 82 | $13K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 80 | $13K |
| Wolff Wiese Magana LLC | 0.01% | No change | 79 | $13K |
| Chesapeake Asset Management LLC | 0.01% | Reduce -30.9% | 76 | $12K |
| Strengthening Families & Communities, LLC | 0.00% | New | 74 | $12K |
| Tompkins Financial Corp. | 0.00% | No change | 71 | $11K |
| SYM FINANCIAL Corp | 0.00% | Add +109.4% | 67 | $11K |
| SYSTM Wealth Solutions LLC | 0.00% | No change | 66 | $11K |
| Mb, Levis & Associates, LLC | 0.01% | No change | 59 | $9K |
| PFS Partners, LLC | 0.01% | No change | 58 | $9K |
| Van Den Berg Management I, Inc. | 0.00% | No change | 54 | $9K |
| Financial Network Wealth Advisors LLC | 0.01% | New | 50 | $8K |
| Tower View Wealth Management LLC | 0.00% | Reduce -44.4% | 50 | $8K |
| Pineridge Advisors LLC | 0.00% | Add +110.0% | 42 | $7K |
| Guardian Wealth Management, Inc. | 0.01% | No change | 41 | $7K |
| Timber Creek Capital Management LLC | 0.00% | New | 40 | $6K |
| Silicon Valley Capital Partners | 0.00% | No change | 39 | $6K |
| DecisionPoint Financial, LLC | 0.00% | Reduce -21.7% | 36 | $6K |
| Main Management LLC | 0.00% | Reduce -45.7% | 38 | $6K |
| Rosenberg Matthew Hamilton | 0.00% | Reduce -19.6% | 37 | $6K |
| First Financial Corp. | 0.00% | Reduce -29.4% | 36 | $6K |
| Anfield Capital Management, LLC | 0.00% | No change | 30 | $5K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 28 | $4K |
| Transcendent Capital Group LLC | 0.00% | New | 23 | $4K |
| Fortis Group Advisors, LLC | 0.00% | No change | 22 | $4K |
| Valued Wealth Advisors LLC | 0.00% | New | 21 | $3K |
| Louisbourg Investments Inc. | 0.00% | New | 20 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 20 | $3K |
| RFP Financial Group LLC | 0.00% | No change | 18 | $3K |
| Rakuten Securities, Inc. | 0.00% | New | 16 | $3K |
| Clarity Asset Management, Inc. | 0.00% | No change | 14 | $2K |
| Turtle Creek Wealth Advisors, LLC | 0.00% | Reduce -50.0% | 12 | $2K |
| Legacy Bridge, LLC | 0.00% | Reduce -95.5% | 11 | $2K |
| McClarren Financial Advisors, Inc. | 0.01% | Reduce -45.0% | 5,614 | $2K |
| Carolina Wealth Advisors, LLC | 0.00% | No change | 10 | $2K |
| Investors Research Corp | 0.00% | New | 10 | $2K |
| Macroview Investment Management LLC | 0.00% | Reduce -76.3% | 9 | $1K |
| Thompson Investment Management, Inc. | 0.00% | No change | 7 | $1K |
| Delos Wealth Advisors, LLC | 0.00% | No change | 5 | $803 |
| Delta Asset Management LLC | 0.00% | No change | 2 | $321 |
| Morling Financial Advisors, LLC | 0.00% | Reduce -96.5% | 1 | $147 |
"% 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.