Vanguard Mrngstr Val ETF-AuiVTVETF
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 2,144 institutions reported holding Vanguard Mrngstr Val ETF-Aui (VTV) in their 13F filings, up 78 from Q2 2024. 128 opened new positions and 56 sold out. The largest holders were Bank of America Corp. ($20.7B), Jones Financial Companies LLLP ($9.1B) and Morgan Stanley ($5.1B). 8 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Vanguard Mrngstr Val ETF-Aui
- CUSIP
- 922908744
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 128 | $575.9M |
| Exits | 56 | $93.1M |
All 13F filers, Q2 2024 → Q3 2024: 18,842,636 shares bought and 11,788,390 shares sold, net +7,054,246 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,144 holders
| Bank of America Corp. | 1.81% | Add +2.7% | 118,305,223 | $20.7B |
| Jones Financial Companies LLLP | 9.31% | Add +2.3% | 52,185,773 | $9.1B |
| Morgan Stanley | 0.37% | Reduce -0.4% | 29,053,021 | $5.1B |
| Envestnet Asset Management Inc. | 1.12% | Reduce -1.5% | 19,794,710 | $3.5B |
| UBS Group AG | 0.64% | Add +4.2% | 12,996,101 | $2.3B |
| Ameriprise Financial Inc. | 0.43% | Add +0.2% | 9,550,455 | $1.7B |
| LPL Financial LLC | 0.73% | Add +4.6% | 9,388,550 | $1.6B |
| Tiaa Trust, National Association | 3.29% | Add +5.7% | 6,313,924 | $1.1B |
| Wells Fargo & Company | 0.27% | Add +2.1% | 6,276,262 | $1.1B |
| Betterment LLC | 2.41% | Reduce -3.0% | 5,789,247 | $1.0B |
| Mill Creek Capital Advisors, LLC | 22.80% | Add +1.4% | 5,422,168 | $946.5M |
| Captrust Financial Advisors | 2.76% | Add +2.7% | 5,331,460 | $930.7M |
| Royal Bank of Canada | 0.20% | Reduce -1.3% | 5,095,002 | $889.4M |
| D.A. Davidson & Co. | 7.27% | Add +1.2% | 5,042,809 | $880.3M |
| Rwa Wealth Partners, LLC | 10.58% | Add +0.6% | 4,855,869 | $847.7M |
| FMR LLC | 0.05% | Reduce -1.6% | 4,769,159 | $832.6M |
| Raymond James Financial Services Advisors, Inc. | 1.10% | Add +12.5% | 4,715,150 | $823.1M |
| Bank of New York Mellon Corp | 0.14% | Reduce -2.2% | 4,388,950 | $766.2M |
| PNC Financial Services Group, Inc. | 0.46% | Add +0.8% | 4,160,341 | $726.3M |
| Mariner, LLC | 1.25% | Add +1.7% | 4,048,234 | $706.7M |
| Axiom Advisory, LLC | 5.95% | Add +11.8% | 3,798,605 | $636.2M |
| Commonwealth Equity Services, LLC | 0.89% | Add +3.2% | 3,352,387 | $585.2M |
| Sei Investments Co. | 0.76% | Add +2.4% | 3,345,564 | $584.0M |
| Goldman Sachs Group Inc. | 0.11% | Reduce -16.2% | 3,337,584 | $582.6M |
| JPMorgan Chase & Co. | 0.05% | Add +9.9% | 3,289,545 | $574.3M |
| Truist Financial Corp. | 0.83% | Reduce -2.3% | 3,014,465 | $526.2M |
| Northwestern Mutual Wealth Management Co. | 0.47% | Add +3.4% | 3,011,985 | $525.8M |
| Avantax Advisory Services, Inc. | 3.33% | Add +8.5% | 2,910,271 | $508.0M |
| EP Wealth Advisors, LLC | 4.11% | Add +5.8% | 2,741,128 | $478.5M |
| CHURCHILL MANAGEMENT Corp | 5.04% | Add +0.9% | 2,515,081 | $439.1M |
| HighTower Advisors, LLC | 0.59% | Add +2.9% | 2,279,319 | $397.8M |
| Raymond James & Associates | 0.24% | Reduce -11.3% | 2,260,090 | $394.5M |
| Cetera Investment Advisers | 0.86% | Add +0.1% | 2,253,375 | $393.4M |
| Mission Wealth Management, LP | 9.49% | Add +4.0% | 2,198,818 | $383.8M |
| Choreo, LLC | 5.39% | Add +4.0% | 2,108,681 | $367.2M |
| Members Trust Co | 11.71% | Reduce -9.1% | 2,068,348 | $361.1M |
| Provida Pension Fund Administrator | 7.44% | Reduce -3.7% | 1,955,206 | $341.5M |
| CBIZ Investment Advisory Services, LLC | 17.17% | Add +0.4% | 1,893,834 | $330.6M |
| Pacific Life Fund Advisors LLC | 31.09% | Reduce -3.7% | 1,803,256 | $314.8M |
| Osaic Holdings, Inc. | 0.70% | Reduce -1.7% | 1,774,812 | $309.9M |
| Charles Schwab Investment Management Inc. | 0.06% | Reduce -24.0% | 1,745,439 | $304.7M |
| Assetmark, Inc. | 0.82% | Reduce -2.4% | 1,639,211 | $286.2M |
| Richard Bernstein Advisors LLC | 6.03% | Reduce -3.3% | 1,611,681 | $281.4M |
| Facet Wealth, Inc. | 7.95% | Add +4.5% | 1,622,705 | $279.4M |
| Moneta Group Investment Advisors LLC | 4.02% | Add +5.2% | 1,584,817 | $276.7M |
| Modera Wealth Management, LLC | 3.35% | Add +5.9% | 1,506,793 | $263.0M |
| MML Investors Services, LLC | 0.93% | Add +4.8% | 1,458,829 | $254.7M |
| SCS Capital Management LLC | 5.03% | Reduce -1.6% | 1,428,737 | $249.4M |
| Stifel Financial Corp. | 0.26% | Add +4.9% | 1,394,505 | $243.4M |
| Baird Financial Group, Inc. | 0.46% | Add +1.2% | 1,366,708 | $238.6M |
| United Capital Financial Advisors, LLC | 1.95% | Add +2.2% | 1,359,036 | $237.2M |
| Partners Capital Investment Group, LLP | 3.76% | Reduce -11.1% | 1,348,267 | $235.4M |
| Foster Group, Inc. | 8.04% | Reduce -2.2% | 1,233,778 | $215.4M |
| Waldron Private Wealth LLC | 8.87% | Add +4.6% | 1,222,778 | $213.5M |
| Sanctuary Advisors, LLC | 1.33% | Add +0.4% | 1,168,757 | $210.5M |
| Mather Group, Llc. | 2.67% | Reduce -3.3% | 1,191,019 | $207.9M |
| Citigroup Inc. | 0.19% | Add +13.7% | 1,182,814 | $206.5M |
| Envestnet Portfolio Solutions, Inc. | 0.66% | Reduce -1.4% | 1,163,397 | $203.1M |
| Retirement Investment Advisors, Inc. | 21.92% | Add +4.9% | 1,149,748 | $200.7M |
| NorthCoast Asset Management LLC | 1.37% | Add +3438.5% | 1,133,747 | $194.9M |
| Equitable Holdings, Inc. | 1.88% | Reduce -1.2% | 1,111,115 | $194.0M |
| Garde Capital, Inc. | 12.26% | Add +0.2% | 1,068,550 | $186.5M |
| Wealth Enhancement Advisory Services, LLC | 0.39% | Add +6.2% | 1,028,623 | $179.6M |
| Cambridge Investment Research Advisors, Inc. | 0.61% | Add +2.1% | 1,019,411 | $178.0M |
| Private Advisor Group, LLC | 1.09% | Add +5.0% | 1,003,570 | $175.2M |
| CIBC Private Wealth Group LLC | 0.31% | Add +0.6% | 1,000,849 | $174.7M |
| US Bancorp \de | 0.21% | Add +0.7% | 921,105 | $160.8M |
| Kestra Advisory Services, LLC | 0.87% | Add +0.7% | 901,424 | $157.4M |
| Money Design Co.,Ltd. | 7.81% | Add +1.2% | 899,141 | $157.0M |
| Systematic Alpha Investments, LLC | 5.71% | No change | 894,868 | $156.2M |
| Beacon Pointe Advisors, LLC | 1.73% | Reduce -0.3% | 857,840 | $149.8M |
| NewEdge Advisors, LLC | 0.97% | Add +6.8% | 855,112 | $149.3M |
| Vista Capital Partners, Inc. | 16.44% | Reduce -2.5% | 813,659 | $142.0M |
| Brookstone Capital Management | 2.05% | Add +6.6% | 797,534 | $139.2M |
| Japan Science & Technology Agency | 1.83% | New | 792,610 | $138.4M |
| Saudi Central Bank | 12.75% | No change | 756,686 | $132.1M |
| Thrive Wealth Management, LLC | 24.03% | Add +3.1% | 750,315 | $131.0M |
| Prime Capital Investment Advisors, LLC | 1.83% | Reduce -1.0% | 737,124 | $128.7M |
| Stephens Group Asset Management, LLC | 10.75% | Add +3.1% | 737,025 | $128.7M |
| Permanens Capital L.P. | 25.87% | Reduce -67.7% | 729,668 | $127.4M |
| Blair William & Co. | 0.35% | Reduce -6.1% | 686,826 | $119.9M |
| Citizens Financial Group Inc. | 2.40% | Add +2.7% | 683,280 | $119.3M |
| Woodmont Investment Counsel LLC | 8.86% | Add +2.9% | 674,330 | $117.7M |
| BlackRock, Inc. | 0.00% | — | 665,971 | $116.3M |
| Nepc LLC | 3.41% | No change | 647,673 | $113.1M |
| Brandywine Oak Private Wealth LLC | 10.84% | Reduce -0.3% | 640,929 | $111.9M |
| Clearstead Advisors, LLC | 1.73% | Add +1.5% | 637,908 | $111.4M |
| Sequoia Financial Advisors, LLC | 1.19% | Reduce -1.2% | 637,641 | $111.3M |
| Brickley Wealth Management | 22.52% | Add +0.4% | 632,085 | $110.3M |
| Cable Hill Partners, LLC | 10.81% | Add +4.7% | 629,729 | $109.9M |
| Creative Planning | 0.11% | Add +0.3% | 619,556 | $108.2M |
| Safeguard Financial, LLC | 25.30% | Add +12.2% | 615,092 | $107.4M |
| Strategies Wealth Advisors, LLC | 13.84% | Add +5.8% | 592,566 | $103.4M |
| Cerity Partners LLC | 0.23% | Add +7.4% | 583,683 | $101.9M |
| Midland Wealth Advisors, LLC | 5.97% | Add +1.0% | 583,507 | $101.9M |
| Manufacturers Life Insurance Company, The | 0.09% | Reduce -5.3% | 580,079 | $101.3M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1.08% | No change | 572,350 | $99.9M |
| Bank of Hawaii | 4.13% | Add +0.3% | 566,024 | $98.8M |
| Atria Wealth Solutions, Inc. | 1.05% | Reduce -11.7% | 554,445 | $96.8M |
| Efficient Advisors, LLC | 6.06% | Reduce -4.1% | 553,641 | $96.6M |
| BOK Financial Private Wealth, Inc. | 6.98% | Add +3.2% | 552,019 | $96.4M |
| Bleakley Financial Group, LLC | 2.90% | Reduce -3.2% | 545,462 | $95.2M |
| Simon Quick Advisors, LLC | 5.96% | Add +4.3% | 540,636 | $94.4M |
| PrairieView Partners, LLC | 9.71% | Reduce -12.1% | 534,897 | $93.4M |
| Focused Wealth Management, Inc | 12.35% | Add +2.4% | 525,043 | $91.7M |
| Cornerstone Management, Inc. | 18.86% | Reduce -2.6% | 517,723 | $90.4M |
| Focus Partners Wealth | 0.29% | Reduce -34.3% | 515,991 | $90.1M |
| Thrivent Financial for Lutherans | 0.17% | Add +150.4% | 513,044 | $89.6M |
| National Bank of Canada | 0.12% | Reduce -16.5% | 510,059 | $89.0M |
| Mountain Capital Investment Advisors Inc. | 19.48% | Add +1.0% | 499,639 | $88.8M |
| Invictus Private Wealth, LLC | 6.94% | Reduce -0.9% | 502,265 | $87.7M |
| Jane Street Group, LLC | 0.14% | Add +27.6% | 496,483 | $86.7M |
| Financial Synergies Wealth Advisors, Inc. | 10.42% | Add +3.0% | 480,678 | $83.9M |
| Russell Investments Group, Ltd. | 0.12% | Add +24.3% | 478,047 | $83.5M |
| Trust Co of Tennessee | 27.42% | Reduce -0.8% | 471,002 | $82.2M |
| Relyea Zuckerberg Hanson LLC | 12.29% | Add +0.2% | 462,529 | $80.7M |
| Orion Porfolio Solutions, LLC | 0.79% | Reduce -4.2% | 451,588 | $78.8M |
| Orion Portfolio Solutions, LLC | 0.79% | Reduce -4.2% | 451,588 | $78.8M |
| CreativeOne Wealth, LLC | 2.67% | Add +11.4% | 449,667 | $78.5M |
| Rockefeller Capital Management L.P. | 0.21% | Reduce -5.1% | 436,570 | $76.2M |
| RMR Wealth Builders | 8.05% | Add +6.1% | 434,993 | $75.9M |
| Nadler Financial Group, Inc. | 8.32% | Add +0.3% | 432,597 | $75.5M |
| Atria Investments, Inc | 0.93% | Reduce -2.5% | 426,940 | $74.5M |
| Chan Zuckerberg Initiative, LLC | 17.69% | No change | 415,237 | $72.5M |
| Corient Private Wealth LP | 0.11% | Add +1.3% | 411,508 | $71.8M |
| Rodgers & Associates, LTD | 8.44% | Reduce -1.6% | 405,102 | $70.7M |
| Accredited Investors Inc. | 3.99% | Add +3.0% | 399,705 | $69.8M |
| First Hawaiian Bank | 2.23% | Add +0.6% | 397,562 | $69.4M |
| Summit Financial, LLC | 2.68% | Add +0.4% | 391,229 | $68.3M |
| Pasadena Private Wealth, LLC | 14.40% | Reduce -4.5% | 387,639 | $67.7M |
| HTLF Bank | 7.26% | Reduce -2.4% | 382,795 | $66.8M |
| Evoke Wealth, LLC | 1.82% | New | 382,104 | $66.7M |
| Trust Co | 7.90% | Reduce -3.7% | 376,412 | $65.7M |
| Unison Advisors LLC | 7.88% | Add +0.2% | 375,146 | $65.5M |
| Angeles Investment Advisors, LLC | 3.33% | Add +76.2% | 372,827 | $65.1M |
| CSM Advisors, LLC | 4.24% | No change | 372,083 | $65.0M |
| Morningstar Investment Services LLC | 0.66% | Reduce -10.7% | 369,284 | $64.2M |
| Exencial Wealth Advisors, LLC | 2.30% | Reduce -2.8% | 366,190 | $63.9M |
| Strategic Blueprint, LLC | 3.96% | Add +1.0% | 364,356 | $63.6M |
| Signature Estate & Investment Advisors LLC | 1.46% | Add +12.7% | 363,569 | $63.5M |
| Ellevest, Inc. | 3.50% | Add +1.8% | 361,870 | $63.2M |
| Natixis Advisors, LLC | 0.12% | Reduce -3.2% | 360,988 | $63.0M |
| Steward Partners Investment Advisory, LLC | 0.58% | Add +8.5% | 358,703 | $62.6M |
| NSI Retail Advisors, LLC | 9.21% | No change | 354,498 | $61.9M |
| Cwm, LLC | 0.26% | Reduce -3.3% | 352,478 | $61.5M |
| Stephens Inc. | 0.87% | Add +11.6% | 351,816 | $61.4M |
| Sage Financial Group Inc. | 4.99% | Add +0.9% | 350,195 | $61.1M |
| Trustees of Dartmouth College | 15.44% | No change | 348,850 | $60.9M |
| Signaturefd, LLC | 1.16% | Reduce -2.3% | 348,817 | $60.9M |
| Mercer Global Advisors Inc. | 0.14% | Reduce -0.7% | 344,808 | $60.0M |
| BIP Wealth, LLC | 4.07% | Add +30.6% | 342,466 | $59.8M |
| Condor Capital Management | 5.34% | Add +0.9% | 340,037 | $59.4M |
| Wealthspire Advisors, LLC | 0.60% | Add +2.0% | 338,188 | $59.0M |
| Kestra Private Wealth Services, LLC | 1.04% | Add +13.0% | 326,125 | $56.9M |
| Bank of Nova Scotia | 0.11% | Reduce -3.6% | 316,800 | $55.3M |
| Fifth Third Bancorp | 0.20% | Reduce -4.5% | 315,748 | $55.1M |
| Cary Street Partners Investment Advisory LLC | 2.02% | Add +8.1% | 314,829 | $55.0M |
| Vanguard Group Inc. | 0.00% | Add +20.3% | 309,548 | $54.0M |
| Blue Edge Capital, LLC | 8.35% | Add +1.4% | 306,997 | $53.6M |
| Foster Victor Wealth Advisors, LLC | 4.29% | Reduce -1.2% | 306,188 | $53.6M |
| Total Wealth Planning, LLC | 8.16% | Add +1.8% | 299,384 | $52.3M |
| B. Riley Wealth Advisors, Inc. | 1.45% | Reduce -23.0% | 298,727 | $52.0M |
| Allworth Financial LP | 0.32% | Add +0.5% | 297,611 | $52.0M |
| Janney Montgomery Scott LLC | 0.14% | Reduce -3.0% | 294,769 | $51.5M |
| Presilium Private Wealth, LLC | 11.84% | Add +1.4% | 294,455 | $51.4M |
| NewEdge Wealth, LLC | 0.92% | Add +15.4% | 291,118 | $50.8M |
| Bessemer Group Inc. | 0.08% | Add +1.8% | 290,665 | $50.7M |
| Pathway Financial Advisors LLC | 12.99% | Add +5.6% | 290,056 | $50.6M |
| EverSource Wealth Advisors, LLC | 3.21% | Add +4.9% | 289,985 | $50.6M |
| Partners in Financial Planning | 10.21% | Reduce -0.6% | 289,875 | $50.6M |
| Oxford Financial Group, LTD. LLC | 3.19% | Reduce -2.2% | 288,210 | $50.3M |
| Cresset Asset Management, LLC | 0.20% | Add +1.9% | 287,996 | $50.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.40% | Reduce -2.2% | 283,987 | $49.6M |
| Grey Fox Wealth Advisors, LLC | 13.73% | Add +19.7% | 282,245 | $49.3M |
| Koshinski Asset Management, Inc. | 4.26% | Add +2.2% | 281,639 | $49.2M |
| Clark Asset Management, LLC | 10.46% | Add +23.3% | 278,924 | $48.7M |
| Coldstream Capital Management Inc. | 1.02% | Reduce -1.4% | 271,393 | $47.4M |
| Bishop & Co Investment Management, LLC | 17.66% | New | 265,665 | $46.4M |
| Waverly Advisors, LLC | 0.86% | Reduce -1.2% | 265,432 | $46.3M |
| Baron Silver Stevens Financial Advisors, LLC | 8.08% | Add +3.8% | 265,256 | $46.3M |
| M&T Bank Corp | 0.15% | Add +18.4% | 259,655 | $45.3M |
| Franklin Resources Inc. | 0.01% | Reduce -0.9% | 254,487 | $45.1M |
| Comerica Bank | 0.18% | Add +5.1% | 254,937 | $44.5M |
| Private Portfolio Partners LLC | 8.29% | New | 253,270 | $44.2M |
| Trustmark Bank Trust Department | 3.32% | Add +6.2% | 251,543 | $43.9M |
| Apella Capital, LLC | 1.80% | Add +2.4% | 252,052 | $43.9M |
| Alliancebernstein L.P. | 0.01% | Add +2.4% | 250,457 | $43.7M |
| Cassady Schiller Wealth Management, LLC | 15.89% | Reduce -3.2% | 248,929 | $43.5M |
| Chaney Capital Management, Inc. | 24.30% | Add +10.3% | 248,050 | $43.3M |
| Hirtle & Co., LLC | 2.04% | Reduce -2.9% | 247,439 | $43.2M |
| Gleason Group, Inc. | 7.84% | Add +2.7% | 245,344 | $42.8M |
| Townsquare Capital LLC | 0.51% | Add +7.6% | 243,940 | $42.6M |
| Freedom Investment Management, Inc. | 3.37% | Add +25.7% | 242,577 | $42.3M |
| Baltimore-Washington Financial Advisors, Inc. | 2.30% | Add +2.9% | 242,165 | $42.3M |
| Mgo One Seven LLC | 1.83% | Add +0.6% | 241,562 | $42.2M |
| BNP Paribas Financial Markets | 0.04% | Reduce -50.7% | 238,398 | $41.6M |
| Peninsula Wealth, LLC | 7.21% | Reduce -2.7% | 232,216 | $41.3M |
| Crane Advisory, LLC | 7.46% | Reduce -0.1% | 237,755 | $41.3M |
| Strategic Investment Advisors / MI | 4.52% | Add +3.7% | 236,226 | $41.2M |
| Financial Planning & Information Services, Inc. | 5.60% | Add +8.0% | 232,616 | $40.6M |
| Federation des caisses Desjardins du Quebec | 0.20% | Reduce -1.0% | 232,540 | $40.6M |
| DAVENPORT & Co LLC | 0.24% | Add +6.3% | 229,919 | $40.1M |
| Truefg, LLC | 13.05% | Add +2.8% | 228,804 | $39.9M |
| Arax Advisory Partners | 3.51% | Add +3.6% | 225,134 | $39.3M |
| TL Private Wealth | 17.59% | Add +1.2% | 226,725 | $39.3M |
| Advisors Capital Management, LLC | 0.64% | Reduce -9.9% | 224,837 | $39.3M |
| Sepio Capital, LP | 3.05% | Reduce -7.4% | 224,546 | $39.2M |
| Glenmede Trust Co. NA | 0.19% | Add +3.2% | 222,645 | $38.9M |
| Penserra Capital Management LLC | 0.84% | Reduce -26.1% | 221,389 | $38.6M |
| Concurrent Investment Advisors, LLC | 1.14% | Add +15.0% | 220,301 | $38.5M |
| Old Mission Investment Co LLC | 11.59% | Add +0.1% | 216,272 | $37.8M |
| Schechter Investment Advisors, LLC | 2.71% | Reduce -1.3% | 210,276 | $36.7M |
| Segall Bryant & Hamill, LLC | 0.50% | New | 208,903 | $36.5M |
| Lake Street Private Wealth, LLC | 5.82% | Add +8.3% | 206,688 | $36.1M |
| Kaydan Wealth Management, Inc. | 10.64% | Reduce -1.0% | 206,508 | $36.1M |
| Savant Capital, LLC | 0.30% | Add +49.2% | 206,146 | $36.0M |
| Affinity Capital Advisors, LLC | 6.96% | Add +2.1% | 205,774 | $35.9M |
| Cary Street Partners Asset Management LLC | 4.70% | Add +5.8% | 204,163 | $35.6M |
| Dakota Wealth Management | 0.81% | Reduce -17.5% | 203,856 | $35.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3.02% | Add +14.5% | 203,287 | $35.5M |
| Stephens Consulting, LLC | 8.91% | Add +1.9% | 198,966 | $34.7M |
| Noble Family Wealth, LLC | 9.26% | Add +1.4% | 197,345 | $34.5M |
| Forte Capital LLC | 3.88% | Reduce -0.9% | 196,725 | $34.3M |
| TD Private Client Wealth LLC | 0.98% | Add +4.0% | 194,588 | $34.0M |
| Mesirow Financial Investment Management, Inc. | 0.65% | Add +2.7% | 191,171 | $33.4M |
| Cornerstone Wealth Advisors, Inc. | 8.96% | Add +3.5% | 184,554 | $32.2M |
| Sageworth Trust Co | 1.91% | Reduce -1.6% | 183,243 | $32.0M |
| Forvis Mazars Wealth Advisors, LLC | 0.73% | Reduce -19.4% | 182,058 | $31.8M |
| Angeles Wealth Management, LLC | 2.73% | Add +4.3% | 181,350 | $31.7M |
| McIlrath & Eck, LLC | 4.07% | Add +57.0% | 180,825 | $31.6M |
| Golden Road Advisors LLC | 24.64% | Add +0.8% | 180,211 | $31.5M |
| Nwam LLC | 1.91% | New | 179,643 | $31.4M |
| Jacobsen Capital Management | 13.20% | Add +0.7% | 179,624 | $31.4M |
| Platte River Wealth Advisors, LLC | 8.33% | Reduce -0.2% | 177,856 | $31.0M |
| Fee-Only Financial Planning, L.C. | 19.80% | Reduce -1.1% | 177,066 | $30.9M |
| Mainsail Asset Management, LLC | 22.90% | Reduce -1.0% | 177,025 | $30.9M |
| O'Dell Group, LLC | 6.84% | Add +1487.9% | 176,700 | $30.8M |
| HUB Investment Partners, LLC | 1.33% | Add +8.5% | 174,039 | $30.4M |
| Brown Advisory Inc. | 0.04% | Reduce -2.2% | 172,144 | $30.1M |
| Kaye Capital Management | 11.85% | Add +0.9% | 169,332 | $29.6M |
| MTC Wealth Management LLC | 13.33% | Reduce -1.6% | 168,866 | $29.5M |
| Legacies Wealth LLC | 23.41% | Add +1.7% | 168,777 | $29.5M |
| FLC Capital Advisors | 6.79% | Add +2.5% | 168,622 | $29.4M |
| Creative Financial Designs Inc. | 2.47% | Reduce -2.6% | 167,777 | $29.3M |
| Sigma Investment Counselors Inc. | 1.71% | Add +2.4% | 167,146 | $29.2M |
| Hiley Hunt Wealth Management | 16.56% | Add +0.9% | 165,564 | $28.9M |
| Studio Investment Management LLC | 6.01% | Reduce -1.4% | 163,840 | $28.6M |
| Mosaic Family Wealth Partners, LLC | 4.24% | Add +0.3% | 163,599 | $28.6M |
| Regatta Capital Group, LLC | 5.53% | Reduce -16.9% | 163,331 | $28.5M |
| Brown Wealth Management, LLC | 10.25% | Add +8.8% | 162,633 | $28.4M |
| Rise Advisors, LLC | 13.58% | Add +8.0% | 162,363 | $28.3M |
| Wealth Alliance Advisory Group, LLC | 5.94% | Add +0.8% | 162,073 | $28.3M |
| Arbor Wealth Advisors LLC | 25.42% | Add +2.6% | 161,480 | $28.2M |
| MAI Capital Management | 0.27% | Reduce -0.6% | 161,286 | $28.2M |
| Northern Trust Corp. | 0.00% | Add +13.7% | 161,032 | $28.1M |
| Oarsman Capital, Inc. | 5.15% | Add +6.0% | 159,558 | $27.9M |
| First American Trust, FSB | 2.75% | Reduce -4.1% | 158,883 | $27.7M |
| Warner Financial, Inc. | 12.27% | Add +3.1% | 158,538 | $27.7M |
| 49 Wealth Management, LLC | 4.49% | Reduce -32.8% | 158,114 | $27.6M |
| Marino, Stram & Associates LLC | 6.11% | Add +4.2% | 156,906 | $27.4M |
| Wealth Architects, LLC | 3.09% | Add +0.9% | 156,254 | $27.3M |
| Allen Wealth Management, LLC | 18.63% | Add +10.6% | 153,867 | $26.9M |
| Waypoint Capital Advisors, LLC | 5.71% | Add +9.8% | 153,599 | $26.8M |
| OLIO Financial Planning | 11.07% | Add +0.2% | 175,566 | $26.3M |
| Cambridge Capital Management, LLC | 17.26% | Add +4.8% | 150,257 | $26.2M |
| FWG Holdings, LLC | 12.83% | Add +8.1% | 147,926 | $25.8M |
| Financial Engines Advisors L.L.C. | 0.05% | Add +1.3% | 147,649 | $25.8M |
| Acorn Creek Capital LLC | 13.53% | Add +7.9% | 146,116 | $25.5M |
| TD Capital Management LLC | 2.52% | Reduce -0.1% | 144,307 | $25.2M |
| Towerpoint Wealth, LLC | 11.88% | Add +0.3% | 143,622 | $25.1M |
| Great Valley Advisor Group, Inc. | 0.61% | Add +9.9% | 143,303 | $25.0M |
| Prospera Financial Services Inc | 0.63% | Reduce -2.5% | 142,287 | $24.8M |
| Courier Capital LLC | 1.70% | Reduce -0.4% | 142,311 | $24.8M |
| Principal Securities, Inc. | 0.60% | Add +21.2% | 142,304 | $24.8M |
| Merit Financial Group, LLC | 0.55% | Reduce -18.8% | 141,463 | $24.7M |
| Bragg Financial Advisors, Inc | 1.02% | Add +0.8% | 141,363 | $24.7M |
| Private Capital Management LLC | 4.44% | Reduce -14.2% | 140,601 | $24.5M |
| Wealthcare Advisory Partners LLC | 0.70% | Add +22.3% | 140,175 | $24.5M |
| Invst, LLC | 2.93% | Add +828.7% | 138,773 | $24.2M |
| Market Street Wealth Management Advisors LLC | 3.96% | Add +1.6% | 138,038 | $24.1M |
| Quest Investment Management LLC | 2.80% | Add +0.6% | 137,083 | $23.9M |
| Parker Financial LLC | 11.99% | Reduce -4.7% | 136,697 | $23.9M |
| Clayton Financial Group LLC | 8.92% | Add +2.0% | 136,450 | $23.8M |
| Janus Henderson Group PLC | 0.01% | Reduce -2.2% | 135,511 | $23.7M |
| Robertson Stephens Wealth Management, LLC | 0.86% | Add +424.4% | 132,927 | $23.2M |
| Nomura Asset Management Co. Ltd. | 0.07% | Add +389.3% | 132,600 | $23.1M |
| Capital Wealth Management, LLC | 9.89% | Add +0.9% | 132,251 | $23.1M |
| Frisch Financial Group, Inc. | 6.92% | Reduce -6.6% | 131,745 | $23.0M |
| Cahill Financial Advisors Inc. | 3.15% | Add +1.9% | 131,743 | $23.0M |
| AAF Wealth Management, LLC | 11.56% | Add +2.0% | 131,472 | $23.0M |
| Certified Advisory Corp | 2.54% | Add +0.2% | 131,434 | $22.9M |
| Integrated Wealth Concepts LLC | 0.28% | Add +6.8% | 131,277 | $22.9M |
| Advisory Services Network, LLC | 0.47% | No change | 142,855 | $22.9M |
| Waterford Advisors, LLC | 11.63% | Add +3.2% | 130,592 | $22.8M |
| Avior Wealth Management, LLC | 0.91% | Reduce -5.6% | 130,396 | $22.8M |
| Financial Management Professionals, Inc. | 2.78% | New | 128,078 | $22.4M |
| Wealthspan Partners, LLC | 11.02% | Add +4.7% | 127,900 | $22.3M |
| Elm Partners Management LLC | 1.59% | Add +32.9% | 127,682 | $22.3M |
| Hilltop Partners LLC | 7.49% | Add +35.0% | 127,592 | $22.3M |
| J.W. Cole Advisors, Inc. | 0.93% | Add +7.6% | 127,588 | $22.3M |
| Obsidian Cio, LLC | 4.65% | Add +8.8% | 126,809 | $22.1M |
| Parallel Advisors, LLC | 0.52% | Reduce -11.6% | 126,486 | $22.1M |
| Fifth Third Securities, Inc. | 2.09% | Reduce -2.7% | 126,228 | $22.0M |
| Global Retirement Partners, LLC | 0.66% | Reduce -3.4% | 124,273 | $21.7M |
| Bare Financial Services, Inc | 8.89% | Add +44.0% | 124,036 | $21.7M |
| Evolution Advisers, Inc. | 11.69% | Reduce -0.8% | 122,999 | $21.5M |
| Composition Wealth, LLC | 0.50% | Add +7.6% | 122,611 | $21.4M |
| Droms Strauss Advisors Inc. /Mo/ | 7.56% | Reduce -4.1% | 122,278 | $21.3M |
| &partners | 0.41% | Add +92.4% | 121,655 | $21.3M |
| First PREMIER Bank | 5.29% | Reduce -1.9% | 121,624 | $21.2M |
| Arcadia Wealth Management, LLC | 11.13% | Add +8.6% | 121,160 | $21.2M |
| Chicago Partners Investment Group LLC | 0.75% | Add +2.3% | 120,523 | $21.1M |
| Venture Visionary Partners LLC | 0.94% | Add +0.5% | 121,042 | $21.1M |
| Benchmark Wealth Management, LLC | 10.41% | Add +197.6% | 120,704 | $21.1M |
| Lebenthal Global Advisors, LLC | 4.28% | Reduce -43.7% | 120,693 | $21.1M |
| Heartwood Wealth Advisors LLC | 2.29% | Add +0.5% | 118,320 | $20.7M |
| Spire Wealth Management | 0.70% | Add +1.5% | 118,256 | $20.6M |
| 25 LLC | 8.90% | Add +0.7% | 117,501 | $20.5M |
| Shore Point Advisors, LLC | 10.95% | Add +0.6% | 117,125 | $20.4M |
| International Assets Investment Management, LLC | 1.65% | Add +645.4% | 88,994 | $20.3M |
| Staley Capital Advisers Inc. | 0.90% | Add +7.1% | 115,981 | $20.2M |
| Copperwynd Financial, LLC | 6.08% | Add +5.3% | 115,804 | $20.2M |
| Veery Capital, LLC | 7.57% | Add +0.4% | 115,618 | $20.2M |
| Mutual Advisors, LLC | 0.59% | Reduce -15.2% | 114,836 | $20.1M |
| First Horizon Advisors, Inc. | 0.56% | Add +19.5% | 114,644 | $20.0M |
| Lokken Investment Group LLC | 8.34% | Add +3.2% | 114,597 | $20.0M |
| CW Advisors, LLC | 0.26% | Add +9.9% | 112,940 | $19.7M |
| Whitegate Investment Counselors, Inc. | 5.19% | Reduce -0.1% | 112,038 | $19.6M |
| Dynamic Advisor Solutions LLC | 0.58% | Add +1.1% | 111,549 | $19.5M |
| Nabity-Jensen Investment Management Inc | 14.79% | Add +0.3% | 110,698 | $19.3M |
| Bank of Montreal | 0.01% | Reduce -4.0% | 111,021 | $19.3M |
| Smith & Howard Wealth Management, LLC | 5.41% | Add +1.5% | 110,200 | $19.2M |
| Wellspring Financial Advisors, LLC | 2.29% | Reduce -0.1% | 943,704 | $19.2M |
| Meridian Wealth Management, LLC | 0.93% | New | 108,236 | $18.9M |
| Marshall Financial Group Inc. | 5.69% | Add +0.3% | 107,901 | $18.8M |
| Topel & Distasi Wealth Management, LLC | 7.80% | Add +0.1% | 107,824 | $18.8M |
| Firestone Capital Management | 4.72% | Reduce -2.2% | 107,748 | $18.8M |
| Valley Wealth Managers, Inc. | 1.39% | Reduce -6.2% | 107,678 | $18.8M |
| Tenret Co LLC | 11.81% | Add +3.7% | 107,585 | $18.8M |
| RFG Advisory, LLC | 0.57% | Reduce -13.3% | 106,491 | $18.6M |
| Hemington Wealth Management | 4.90% | Reduce -3.2% | 105,553 | $18.2M |
| Stratos Wealth Partners, LTD. | 0.26% | Reduce -7.3% | 103,096 | $18.0M |
| Goldstone Financial Group, LLC | 3.07% | Add +9.3% | 101,234 | $17.7M |
| Aspire Private Capital, LLC | 4.20% | Reduce -2.2% | 101,074 | $17.6M |
| Mitchell McLeod Pugh & Williams Inc. | 3.68% | Add +10.1% | 100,938 | $17.6M |
| White Lighthouse Investment Management Inc. | 3.15% | Add +2.5% | 100,979 | $17.6M |
| Cherry Tree Wealth Management, LLC | 4.13% | Reduce -1.7% | 99,686 | $17.4M |
| Beacon Financial Strategies CORP | 11.79% | Reduce -1.9% | 99,160 | $17.3M |
| Compton Wealth Advisory Group, LLC | 4.36% | Add +0.3% | 99,008 | $17.3M |
| Arizona State Retirement System | 0.11% | New | 99,000 | $17.3M |
| VestGen Investment Management | 4.82% | Reduce -3.5% | 98,621 | $17.2M |
| Bay Harbor Wealth Management, LLC | 5.60% | Reduce -7.3% | 98,130 | $17.1M |
| Bell Investment Advisors, Inc | 3.14% | Add +0.1% | 97,987 | $17.1M |
| Park Avenue Securities LLC | 0.19% | Add +14.3% | 97,957 | $17.1M |
| Evergreen Capital Management LLC | 0.57% | Add +1.9% | 97,677 | $17.1M |
| R. W. Roge & Company, Inc. | 9.09% | Add +6.3% | 97,443 | $17.0M |
| Valence8 US LP | 7.35% | Reduce -3.4% | 96,630 | $16.9M |
| Sovereign Financial Group, Inc. | 3.92% | Add +6.7% | 96,129 | $16.8M |
| Matrix Private Capital Group LLC | 9.66% | Add +2.2% | 96,015 | $16.8M |
| Aspen Wealth Strategies, LLC | 10.78% | Add +4.9% | 95,842 | $16.7M |
| Associated Banc-Corp | 0.49% | Add +6.1% | 95,611 | $16.7M |
| SPC Financial, Inc. | 1.46% | Add +5482.8% | 94,685 | $16.5M |
| Greenup Street Wealth Management LLC | 3.41% | Add +7.5% | 94,676 | $16.5M |
| Annapolis Financial Services, LLC | 4.88% | Reduce -5.5% | 94,389 | $16.5M |
| Legacy Edge Advisors, LLC | 2.63% | Reduce -0.3% | 94,348 | $16.5M |
| Stone Summit Wealth LLC | 5.28% | Add +2.8% | 93,808 | $16.4M |
| UMB Bank, n.a. | 0.25% | Add +5.5% | 92,044 | $16.1M |
| Vantagepoint Investment Advisers LLC | 2.05% | Add +151.6% | 91,320 | $15.9M |
| Capital Investment Advisory Services, LLC | 1.51% | Add +40.6% | 91,165 | $15.9M |
| Focus Partners Advisor Solutions, LLC | 0.33% | Reduce -1.2% | 90,995 | $15.9M |
| Obsidian Personal Planning Solutions LLC | 8.28% | Add +7.3% | 91,998 | $15.8M |
| Falcon Wealth Planning | 1.86% | Add +8.6% | 90,704 | $15.8M |
| Cresta Advisors, Ltd. | 8.26% | Reduce -1.8% | 90,519 | $15.8M |
| Global Strategic Investment Solutions, LLC | 1.84% | Add +0.4% | 90,356 | $15.8M |
| Pure Financial Advisors, LLC | 0.38% | Add +1.0% | 90,251 | $15.8M |
| CJM Wealth Advisers, Ltd. | 5.40% | Reduce -0.1% | 90,209 | $15.7M |
| Robinswood Financial LLC | 5.81% | Add +3.3% | 89,565 | $15.6M |
| Aspiriant, LLC | 0.59% | Reduce -0.8% | 89,243 | $15.6M |
| Impact Partnership Wealth, LLC | 3.46% | Add +57.4% | 87,812 | $15.3M |
| SOL Capital Management CO | 1.69% | Reduce -0.3% | 86,995 | $15.2M |
| Gemmer Asset Management LLC | 1.51% | Add +3.3% | 86,283 | $15.1M |
| SWP Financial LLC | 9.15% | Reduce -15.0% | 85,860 | $15.0M |
| Pathstone Holdings, LLC | 0.07% | Add +1.0% | 85,798 | $15.0M |
| Boyd Wealth Management, LLC | 7.57% | Add +20.6% | 85,592 | $14.9M |
| Sightline Wealth Advisors, LLC | 8.20% | Add +3.4% | 85,273 | $14.9M |
| Ameritas Advisory Services, LLC | 0.63% | Reduce -40.3% | 84,098 | $14.7M |
| First National Bank of Omaha | 0.94% | Reduce -0.4% | 83,863 | $14.6M |
| NBT Bank, N.A. | 0.98% | Add +14.3% | 83,321 | $14.5M |
| Nations Financial Group Inc, /Ia/ | 1.05% | Add +11.4% | 82,526 | $14.4M |
| Advantage Trust Co | 9.71% | Add +7.0% | 81,898 | $14.3M |
| Manchester Capital Management LLC | 1.67% | Reduce -22.9% | 81,695 | $14.3M |
| Gallagher Fiduciary Advisors, LLC | 2.88% | Reduce -12.5% | 81,477 | $14.2M |
| Cambridge Associates LLC /Ma/ | 0.53% | No change | 81,110 | $14.2M |
| Systelligence, LLC | 3.50% | Reduce -4.8% | 80,907 | $14.1M |
| Bokf, NA | 0.25% | Add +9.9% | 81,124 | $14.1M |
| Ellis Investment Partners, LLC | 2.74% | Add +5.7% | 80,390 | $14.0M |
| Breakwater Capital Group | 2.82% | Add +0.4% | 80,238 | $14.0M |
| Essex Financial Services, Inc. | 1.01% | Add +3.1% | 79,595 | $14.0M |
| Berger Financial Group, Inc | 1.00% | Add +5.8% | 79,677 | $13.9M |
| Elevatus Welath Management | 4.54% | Add +1265.4% | 79,522 | $13.9M |
| Greenhouse Wealth Management, LLC | 9.30% | Add +0.9% | 79,097 | $13.8M |
| Bank Hapoalim BM | 2.19% | No change | 79,000 | $13.8M |
| First United Bank & Trust | 4.95% | Reduce -0.4% | 78,870 | $13.8M |
| Schwallier Wealth Management LLC | 9.84% | Add +6.3% | 78,797 | $13.8M |
| Farther Finance Advisors, LLC | 0.52% | Add +32.3% | 78,742 | $13.7M |
| Leeward Financial Partners, LLC | 5.12% | Add +0.9% | 77,682 | $13.6M |
| Plum Street Advisors, LLC | 6.71% | Add +1.2% | 75,953 | $13.3M |
| E&G Advisors, LLC | 3.63% | Reduce -0.0% | 75,235 | $13.1M |
| IFG Advisory, LLC | 0.84% | Add +2.5% | 75,150 | $13.1M |
| Archford Capital Strategies, LLC | 1.97% | Add +3.6% | 73,921 | $13.1M |
| Madden Advisory Services, Inc. | 5.99% | Add +4.7% | 74,985 | $13.1M |
| Latigo Investments, LLC | 6.39% | Reduce 0.0% | 74,917 | $13.1M |
| Wealthspire Retirement, LLC | 1.06% | Reduce -3.1% | 74,895 | $13.1M |
| SlateStone Wealth, LLC | 1.18% | Reduce -1.6% | 74,861 | $13.1M |
| Retirement Planning Group, LLC | 0.71% | Add +23.2% | 74,550 | $13.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.06% | Add +11.2% | 74,500 | $13.0M |
| TBH Global Asset Management, LLC | 2.81% | Reduce -8.2% | 73,750 | $12.9M |
| Clark Financial Services Group Inc. | 11.70% | Add +4.0% | 73,632 | $12.9M |
| SteelPeak Wealth, LLC | 0.57% | New | 73,619 | $12.9M |
| Oak Root LLC | 1.61% | Reduce -0.8% | 73,289 | $12.8M |
| Sowell Financial Services LLC | 0.59% | Reduce -4.2% | 73,274 | $12.8M |
| Valmark Advisers, Inc. | 0.20% | Add +21.9% | 73,220 | $12.8M |
| AE Wealth Management LLC | 0.11% | Reduce -25.8% | 72,466 | $12.7M |
| Worth Asset Management, LLC | 6.86% | Add +14.2% | 72,279 | $12.6M |
| TKG Advisors, LLC | 6.18% | Add +20.7% | 71,742 | $12.5M |
| Rinkey Investments | 4.04% | New | 71,545 | $12.5M |
| Tortoise Investment Management, LLC | 1.30% | Add +8.3% | 71,146 | $12.4M |
| Financial Advisory Partners, LLC | 4.12% | Add +2.2% | 71,110 | $12.4M |
| Weaver Capital Management LLC | 3.73% | Add +0.9% | 71,109 | $12.4M |
| Prudential PLC | 0.06% | Add +155.7% | 70,927 | $12.4M |
| Northeast Financial Consultants Inc | 0.54% | Reduce -0.7% | 70,132 | $12.2M |
| Symmetry Partners, LLC | 2.88% | Reduce -80.9% | 69,691 | $12.2M |
| CENTRAL TRUST Co | 0.28% | Add +0.1% | 69,164 | $12.1M |
| Horizon Bancorp Inc. | 5.59% | Reduce -5.1% | 69,148 | $12.1M |
| Cercano Management LLC | 0.29% | New | 69,120 | $12.1M |
| Visionary Wealth Advisors | 0.73% | Reduce -4.9% | 68,663 | $12.0M |
| Ascent Group, LLC | 0.91% | Reduce -4.5% | 68,615 | $12.0M |
| Outlook Wealth Advisors, LLC | 3.44% | Add +2.4% | 68,576 | $12.0M |
| Snowden Capital Advisors LLC | 0.36% | Add +7.0% | 68,280 | $11.9M |
| Sigma Planning Corp | 0.36% | Add +0.1% | 68,113 | $11.9M |
| Diversified Portfolios, Inc. | 1.23% | Add +1.6% | 67,696 | $11.8M |
| CGN Advisors LLC | 1.19% | Add +2.6% | 67,513 | $11.8M |
| Dynamic Wealth Strategies, LLC | 9.60% | Reduce -1.2% | 67,422 | $11.8M |
| AJ Advisors, LLC | 6.03% | Add +2.4% | 67,322 | $11.8M |
| One Charles Private Wealth Services, LLC | 4.45% | Add +3.8% | 67,050 | $11.7M |
| Americana Partners, LLC | 0.79% | No change | 66,760 | $11.7M |
| 5th Street Advisors, LLC | 5.67% | Add +7.9% | 66,681 | $11.6M |
| Aire Advisors, LLC | 2.57% | Add +0.3% | 66,493 | $11.6M |
| Bruce G. Allen Investments, LLC | 9.00% | Reduce -0.3% | 66,352 | $11.6M |
| Kathmere Capital Management, LLC | 1.08% | Add +11.4% | 66,147 | $11.5M |
| Consolidated Portfolio Review Corp | 2.57% | Add +2.8% | 65,962 | $11.5M |
| LaSalle St. Investment Advisors, LLC | 4.52% | Add +13.1% | 65,868 | $11.5M |
| Red Wave Investments LLC | 4.01% | Reduce -0.3% | 65,825 | $11.5M |
| Richard P Slaughter Associates Inc | 2.67% | Add +23.9% | 65,793 | $11.5M |
| Valley National Advisers Inc. | 2.05% | Reduce -31.7% | 65,100 | $11.4M |
| Harbour Investments, Inc. | 0.34% | Add +14.5% | 65,078 | $11.4M |
| Grove Bank & Trust | 1.68% | Add +6.3% | 65,070 | $11.4M |
| American Investment Services, Inc. | 1.89% | Reduce -0.5% | 64,961 | $11.3M |
| Emerald Advisors, LLC | 1.63% | Add +3.6% | 63,472 | $11.3M |
| Gill Capital Partners, LLC | 4.04% | Add +16.1% | 64,605 | $11.3M |
| OneDigital Investment Advisors LLC | 0.13% | Add +7.3% | 64,402 | $11.2M |
| Keystone Financial Group | 1.44% | New | 63,946 | $11.2M |
| Collective Family Office LLC | 3.01% | Add +0.8% | 63,559 | $11.1M |
| REAP Financial Group, LLC | 2.71% | Reduce -1.0% | 63,228 | $11.0M |
| Quotient Wealth Partners, LLC | 0.36% | Reduce -4.8% | 62,980 | $11.0M |
| Everhart Financial Group, Inc. | 2.43% | Reduce -0.4% | 62,849 | $11.0M |
| QRG Capital Management, Inc. | 0.12% | Reduce -8.7% | 62,429 | $10.9M |
| Mokosak Advisory Group, LLC | 3.23% | Reduce -3.2% | 61,790 | $10.8M |
| Steele Capital Management, Inc. | 0.56% | Add +14.2% | 61,662 | $10.8M |
| Transcend Capital Advisors, LLC | 0.72% | Add +0.0% | 61,506 | $10.7M |
| Founders Financial Securities LLC | 0.98% | Reduce -4.3% | 61,032 | $10.7M |
| Lodestar Private Asset Management LLC | 1.35% | Reduce -0.7% | 60,836 | $10.6M |
| Halpern Financial, Inc. | 2.70% | Add +21.0% | 60,200 | $10.5M |
| CX Institutional | 0.46% | Reduce -6.8% | 59,927 | $10.5M |
| Savvy Advisors, Inc. | 2.12% | Add +68.0% | 59,784 | $10.4M |
| Sandbox Financial Partners, LLC | 3.68% | Add +4.5% | 59,608 | $10.4M |
| CoreCap Advisors, LLC | 0.49% | New | 59,553 | $10.4M |
| Maryland Capital Advisors Inc. | 5.04% | Reduce -1.7% | 59,394 | $10.4M |
| Commerce Bank | 0.06% | Add +5.4% | 59,366 | $10.4M |
| Tudor Investment Corporation | 0.11% | Add +522.4% | 58,974 | $10.3M |
| Wealthfront Advisers LLC | 0.03% | Add +6.4% | 58,899 | $10.3M |
| BTC Capital Management, Inc. | 0.91% | Reduce -0.7% | 58,452 | $10.2M |
| Cooksen Wealth, LLC | 9.52% | Add +5.2% | 58,316 | $10.2M |
| Regent Peak Wealth Advisors LLC | 2.33% | Reduce -4.3% | 58,046 | $10.1M |
| Zhang Financial LLC | 0.64% | Add +0.3% | 57,785 | $10.1M |
| WealthShield Partners, LLC | 1.36% | Add +0.4% | 57,577 | $10.1M |
| Geneos Wealth Management Inc. | 0.38% | Add +509.5% | 57,351 | $10.0M |
| STAR Financial Bank | 6.74% | Add +28.6% | 57,329 | $10.0M |
| First Heartland Consultants, Inc. | 1.07% | Add +0.3% | 57,268 | $10.0M |
| Sterling Investment Advisors LLC | 5.59% | Add +0.9% | 56,954 | $9.9M |
| Arkadios Wealth Advisors | 0.56% | Add +19.9% | 56,887 | $9.9M |
| Safir Wealth Advisors, LLC | 7.57% | Add +1.4% | 56,435 | $9.9M |
| Main Line Retirement Advisors, LLC | 6.75% | Add +5.7% | 56,361 | $9.8M |
| Traveka Wealth, LLC | 4.99% | Add +27.0% | 56,344 | $9.8M |
| Von Berge Wealth Management Group, LLC | 6.08% | Reduce -5.5% | 55,143 | $9.8M |
| Affiance Financial, LLC | 2.38% | Add +5.2% | 56,280 | $9.8M |
| Keeler & Nadler Financial Planning & Wealth Management | 4.78% | Reduce -0.6% | 56,157 | $9.8M |
| Capital Analysts, LLC | 0.39% | Reduce -2.2% | 54,906 | $9.6M |
| Cranbrook Wealth Management, LLC | 2.18% | Reduce -0.7% | 54,804 | $9.6M |
| PCA Investment Advisory Services Inc. | 4.49% | Add +5.2% | 54,614 | $9.5M |
| Raab & Moskowitz Asset Management LLC | 2.41% | Add +3.4% | 54,545 | $9.5M |
| BLB&B Advisors, LLC | 0.48% | Reduce -18.8% | 54,259 | $9.5M |
| Perigon Wealth Management, LLC | 0.26% | Add +5.8% | 54,249 | $9.5M |
| G&S Capital LLC | 3.97% | Add +9.4% | 54,178 | $9.5M |
| WBH Advisory Inc. | 0.90% | Reduce -0.5% | 54,158 | $9.5M |
| Lutz Financial Services LLC | 0.76% | Reduce -0.6% | 53,981 | $9.4M |
| Breed's Hill Capital LLC | 7.68% | No change | 53,659 | $9.4M |
| Integrity Wealth Solutions LLC | 5.46% | Add +5.0% | 53,614 | $9.4M |
| Black Diamond Financial, LLC | 1.58% | Reduce -0.0% | 53,453 | $9.3M |
| Prairieview Wealth Partners, LLC | 10.06% | Reduce -38.5% | 53,292 | $9.3M |
| PFG Advisors | 0.59% | Add +2.4% | 53,176 | $9.3M |
| Cornerstone Wealth Management, LLC | 0.65% | Add +9.1% | 53,106 | $9.3M |
| Avestar Capital, LLC | 1.00% | Reduce -4.9% | 52,872 | $9.2M |
| Hoge Financial Services, LLC | 6.82% | Add +3.1% | 51,869 | $9.1M |
| Northstar Group, Inc. | 1.65% | Add +2.6% | 51,792 | $9.0M |
| Mayfair Advisory Group, LLC | 5.70% | Add +4.4% | 51,766 | $9.0M |
| Moody National Bank Trust Division | 0.97% | Add +18.5% | 51,639 | $9.0M |
| JMG Financial Group, Ltd. | 0.31% | Add +4.6% | 51,608 | $9.0M |
| Capstone Investment Advisors, LLC | 0.31% | New | 51,201 | $8.9M |
| IHT Wealth Management, LLC | 0.25% | Add +45.0% | 51,190 | $8.9M |
| Oppenheimer & Co. Inc. | 0.14% | Add +5.2% | 51,046 | $8.9M |
| Financial Advocates Investment Management | 0.50% | Add +0.4% | 50,970 | $8.9M |
| Nicolet Advisory Services, LLC | 0.83% | Add +3.7% | 50,539 | $8.8M |
| Planning Alternatives Ltd. | 1.33% | Reduce -2.7% | 50,135 | $8.8M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -1.8% | 50,121 | $8.7M |
| Concourse Financial Group Securities, Inc. | 0.52% | Reduce -6.3% | 49,856 | $8.7M |
| Wilmington Savings Fund Society, FSB | 0.15% | Add +1476.0% | 49,298 | $8.6M |
| Cutler Investment Counsel LLC | 1.08% | Reduce -15.7% | 49,234 | $8.6M |
| Orser Capital Management, LLC | 6.13% | Add +4.3% | 49,145 | $8.6M |
| KFA Private Wealth Group, LLC | 4.09% | Reduce -32.8% | 49,063 | $8.6M |
| Cyndeo Wealth Partners, LLC | 0.60% | Add +8.2% | 48,964 | $8.5M |
| Interchange Capital Partners, LLC | 3.03% | Reduce -1.6% | 48,857 | $8.5M |
| Flow Traders U.S. LLC | 0.43% | New | 48,807 | $8.5M |
| Mayport, LLC | 2.73% | Add +5.0% | 48,783 | $8.5M |
| Beacon Bridge Wealth Partners, LLC | 3.64% | Add +0.3% | 48,495 | $8.5M |
| Sapient Capital LLC | 0.17% | Add +631.9% | 48,482 | $8.5M |
| CWS Financial Advisors, LLC | 3.00% | Add +5.9% | 48,452 | $8.5M |
| Weinberger Asset Management, Inc | 3.60% | Add +4.1% | 48,346 | $8.4M |
| Edmonds Duncan Registered Investment Advisors, LLC | 1.85% | Add +1.7% | 48,302 | $8.4M |
| Willis Johnson & Associates, Inc. | 0.64% | Reduce -3.3% | 48,240 | $8.4M |
| Kingsview Wealth Management, LLC | 0.18% | Add +31.4% | 48,172 | $8.4M |
| NorthLanding Financial Partners, LLC | 8.30% | Reduce -3.7% | 48,105 | $8.4M |
| IFP Advisors, Inc | 0.30% | Reduce -7.0% | 47,827 | $8.3M |
| First County Bank | 4.12% | Add +7.9% | 47,774 | $8.3M |
| Estate Counselors, LLC | 0.86% | Add +4.3% | 47,631 | $8.3M |
| Magnolia Capital Advisors LLC | 4.16% | Reduce -5.7% | 47,624 | $8.3M |
| St. Louis Trust Co | 1.17% | Add +81.9% | 47,607 | $8.3M |
| Gray Wealth Management Inc. | 3.27% | Reduce -0.2% | 47,509 | $8.3M |
| FF Advisors,LLC | 5.39% | Add +7.3% | 46,688 | $8.3M |
| Avantax Planning Partners, Inc. | 0.29% | Add +1.5% | 47,044 | $8.2M |
| Gunma Bank,Ltd. | 3.38% | Add +56.7% | 47,000 | $8.2M |
| Olistico Wealth, LLC | 5.01% | Reduce -2.6% | 46,946 | $8.2M |
| Werba Rubin Papier Wealth Management | 1.89% | Add +24.5% | 46,239 | $8.1M |
| Watts Gwilliam & Co., LLC | 1.75% | — | 46,270 | $8.0M |
| Eclectic Associates Inc. | 3.16% | Add +1.4% | 45,849 | $8.0M |
| TPG Financial Advisors, LLC | 3.60% | Reduce -2.0% | 45,755 | $8.0M |
| Cora Capital Advisors LLC | 3.92% | Add +0.6% | 45,591 | $8.0M |
| Elevated Capital Advisors, LLC | 2.11% | Reduce -0.7% | 45,458 | $7.9M |
| HTG Investment Advisors, Inc. | 3.74% | Add +10.3% | 45,425 | $7.9M |
| Private Wealth Advisors, LLC | 3.22% | Reduce -2.2% | 45,435 | $7.9M |
| Atmos Advisory, LLC | 5.62% | Add +4.2% | 45,268 | $7.9M |
| Neuberger Berman Group LLC | 0.01% | Add +1.3% | 44,141 | $7.7M |
| HB Wealth Management, LLC | 0.08% | Reduce -1.5% | 44,134 | $7.7M |
| Family Manage LLC | 1.28% | Add +1.9% | 43,899 | $7.7M |
| Valeo Financial Advisors, LLC | 0.22% | Add +5.2% | 43,699 | $7.6M |
| Kingswood Wealth Advisors, LLC | 0.54% | Add +1163.1% | 43,601 | $7.6M |
| Corrigan Financial, Inc. | 1.74% | Reduce -0.1% | 43,562 | $7.6M |
| Hohimer Wealth Management, LLC | 1.64% | Add +3.4% | 43,539 | $7.6M |
| Stevens Capital Partners | 3.61% | Add +0.9% | 43,324 | $7.6M |
| Etfidea, LLC | 2.39% | Add +0.3% | 43,266 | $7.6M |
| Richardson Financial Services Inc. | 4.80% | Add +23.6% | 46,300 | $7.6M |
| Hardy Reed LLC | 0.68% | Add +3.8% | 43,231 | $7.5M |
| First National Bank Sioux Falls | 3.41% | Add +16.8% | 43,010 | $7.5M |
| GenTrust, LLC | 0.37% | Add +1262.8% | 42,889 | $7.5M |
| Pinnacle Associates Ltd. | 0.13% | Add +1.3% | 50,045 | $7.5M |
| Gladstone Institutional Advisory LLC | 0.36% | Reduce -1.2% | 42,534 | $7.4M |
| Harbor Investment Advisory, LLC | 0.73% | Reduce -0.9% | 42,370 | $7.4M |
| Paragon Capital Management Ltd | 1.45% | Add +2.4% | 42,225 | $7.4M |
| Wedbush Securities Inc. | 0.27% | Reduce -0.6% | 42,200 | $7.4M |
| Signet Financial Management, LLC | 0.94% | Reduce -0.4% | 42,131 | $7.4M |
| Asset Planning Corporation | 4.74% | Add +2.2% | 41,576 | $7.3M |
| GoalFusion Wealth Management, LLC | 4.00% | Add +6.9% | 41,354 | $7.2M |
| Benjamin Edwards Inc. | 0.10% | Add +8135.4% | 41,177 | $7.2M |
| Forbes Financial Planning, Inc. | 5.13% | Add +1.4% | 40,794 | $7.1M |
| Prestige Wealth Management Group LLC | 1.47% | Reduce -0.6% | 40,663 | $7.1M |
| Gotham Asset Management | 0.07% | Add +7.2% | 40,615 | $7.1M |
| Csenge Advisory Group | 0.37% | Add +1.6% | 39,966 | $7.0M |
| Trinity Financial Advisors LLC | 3.13% | Reduce -22.7% | 59,739 | $7.0M |
| Register Financial Advisors LLC | 3.58% | Add +7.2% | 40,026 | $7.0M |
| Drucker Wealth 3.0, LLC | 1.67% | Reduce -3.2% | 39,907 | $7.0M |
| Ocean Park Asset Management, LLC | 0.30% | No change | 39,800 | $6.9M |
| Pine Valley Investments Ltd Liability Co | 0.48% | Reduce -1.8% | 39,573 | $6.9M |
| Vicus Capital | 0.61% | Reduce -31.2% | 39,556 | $6.9M |
| Uptick Partners, LLC | 2.92% | Reduce -7.6% | 39,549 | $6.9M |
| Frontier Asset Management, LLC | 2.29% | Add +3.0% | 39,547 | $6.9M |
| Lido Advisors, LLC | 0.05% | Reduce -12.8% | 39,524 | $6.9M |
| Brighton Jones LLC | 0.26% | Reduce -3.1% | 39,509 | $6.9M |
| Cardiff Park Advisors, LLC | 0.62% | Add +0.4% | 39,507 | $6.9M |
| Flagstar Securities, Inc. | 1.75% | Add +2.6% | 39,469 | $6.9M |
| Agf Management Ltd. | 0.04% | Reduce -0.1% | 39,337 | $6.9M |
| Ancora Advisors LLC | 0.16% | Reduce -0.6% | 39,233 | $6.8M |
| Ackerman Capital Advisors, LLC | 1.76% | Reduce -2.4% | 39,047 | $6.8M |
| AlphaStar Capital Management, LLC | 0.54% | Reduce -2.5% | 38,863 | $6.8M |
| Kovack Advisors, Inc. | 0.72% | Reduce -4.8% | 38,795 | $6.8M |
| Mustard Seed Financial, LLC | 5.58% | Reduce -0.7% | 38,521 | $6.7M |
| Beacon Financial Group | 0.73% | Add +17.9% | 38,443 | $6.7M |
| Spreng Capital Management, Inc. | 3.21% | Add +253.3% | 38,435 | $6.7M |
| LongView Wealth Management | 2.14% | Add +15.3% | 38,398 | $6.7M |
| Simmons Bank | 0.48% | Reduce -1.7% | 37,996 | $6.6M |
| Advisors Preferred, LLC | 1.01% | Add +18.0% | 38,000 | $6.6M |
| Fermata Advisors, LLC | 1.34% | Add +21.4% | 37,766 | $6.6M |
| Sharper & Granite LLC | 2.93% | Add +0.5% | 37,618 | $6.6M |
| Financial Life Advisors | 2.47% | Reduce -1.6% | 37,400 | $6.5M |
| Prism Advisors, Inc. | 1.87% | Reduce -0.6% | 37,395 | $6.5M |
| Koss-Olinger Consulting, LLC | 0.57% | Reduce -0.1% | 37,318 | $6.5M |
| Martel Wealth Advisors LLC | 1.33% | Reduce -2.6% | 37,123 | $6.5M |
| Investment Advisory Group, LLC | 2.24% | Reduce -10.9% | 36,908 | $6.4M |
| Perennial Investment Advisors, LLC | 0.84% | Add +6.9% | 36,868 | $6.4M |
| Sax Wealth Advisors, LLC | 0.57% | Reduce -1.6% | 36,825 | $6.4M |
| Connecticut Wealth Management, LLC | 0.31% | Reduce -1.4% | 36,769 | $6.4M |
| Dravo Bay LLC | 3.30% | Add +7.3% | 36,763 | $6.4M |
| Watershed Private Wealth LLC | 2.55% | Reduce -0.8% | 36,648 | $6.4M |
| Florida Financial Advisors, LLC | 3.29% | Add +9.6% | 36,539 | $6.4M |
| Phillips Financial Management, LLC | 0.49% | Reduce -1.7% | 36,406 | $6.4M |
| Beaumont Financial Advisors, LLC | 0.49% | Reduce -1.4% | 36,119 | $6.3M |
| Stratos Wealth Advisors, LLC | 0.29% | Reduce -0.1% | 36,067 | $6.3M |
| Semmax Financial Advisors Inc. | 1.72% | Add +4.2% | 35,288 | $6.3M |
| Grey Ledge Advisors, LLC | 1.61% | Reduce -2.3% | 35,930 | $6.3M |
| Flagship Harbor Advisors, LLC | 0.34% | Add +3.0% | 35,906 | $6.3M |
| Family CFO Inc | 3.52% | Reduce -0.6% | 35,749 | $6.2M |
| Atlas Capital Advisors Inc. | 0.94% | Reduce -0.2% | 35,252 | $6.2M |
| Vivid Wealth Management, LLC | 3.20% | Add +10.9% | 35,078 | $6.1M |
| McLean Asset Management Corp | 1.84% | Reduce -2.1% | 35,041 | $6.1M |
| Caprock Group, LLC | 0.22% | Reduce -4.1% | 35,014 | $6.1M |
| Strategic Family Wealth Counselors, L.L.C. | 2.12% | Add +7.1% | 34,760 | $6.1M |
| Aveo Capital Partners, LLC | 0.64% | Add +2.9% | 34,412 | $6.0M |
| Financial Counselors Inc. | 0.09% | Add +3.8% | 34,396 | $6.0M |
| O'shaughnessy Asset Management, LLC | 0.05% | Add +7.7% | 33,700 | $6.0M |
| Raymond James Trust N.A. | 0.13% | Add +16.6% | 34,152 | $6.0M |
| Integrated Investment Consultants, LLC | 1.30% | Reduce -0.2% | 34,116 | $6.0M |
| Osborne Partners Capital Management, LLC | 0.34% | Reduce -0.2% | 34,112 | $6.0M |
| Beaumont Asset Management, L.L.C. | 3.46% | Reduce -15.1% | 34,084 | $6.0M |
| Yarger Wealth Strategies, LLC | 3.28% | Add +1.1% | 33,933 | $5.9M |
| Verdence Capital Advisors LLC | 0.47% | Add +2.1% | 33,781 | $5.9M |
| Lansing Street Advisors | 2.16% | Add +14.8% | 33,651 | $5.9M |
| Cerro Pacific Wealth Advisors LLC | 2.22% | Add +1.6% | 36,540 | $5.9M |
| Continuum Wealth Advisors, LLC | 3.13% | Add +549.5% | 33,460 | $5.8M |
| Blue Trust, Inc. | 0.08% | Add +9.5% | 36,406 | $5.8M |
| Focus Financial Network, Inc. | 0.24% | Add +31.5% | 33,418 | $5.8M |
| Ashton Thomas Private Wealth, LLC | 0.31% | Add +25.8% | 33,289 | $5.8M |
| Windward Private Wealth Management Inc. | 2.23% | Reduce -2.9% | 33,260 | $5.8M |
| Abacus Planning Group, Inc. | 1.03% | Reduce -1.1% | 33,158 | $5.8M |
| Red Tortoise LLC | 2.90% | Add +2.7% | 33,030 | $5.8M |
| Marietta Wealth Management, LLC | 0.82% | Add +2.0% | 32,487 | $5.7M |
| UNIVEST FINANCIAL Corp | 0.37% | New | 32,476 | $5.7M |
| Chris Bulman Inc | 3.86% | Add +10.3% | 32,448 | $5.7M |
| Good Life Advisors, LLC | 0.35% | Add +5.9% | 32,397 | $5.7M |
| Horizon Investments, LLC | 0.15% | Add +17.7% | 32,312 | $5.6M |
| Washington Trust Advisors, Inc. | 0.49% | Reduce -12.1% | 32,259 | $5.6M |
| Apollon Wealth Management, LLC | 0.16% | Reduce -36.6% | 32,120 | $5.6M |
| Texas Yale Capital Corp. | 0.24% | Reduce -1.2% | 32,106 | $5.6M |
| Santori & Peters, Inc. | 2.22% | New | 32,097 | $5.6M |
| Bath Savings Trust Co | 0.56% | Add +2.4% | 32,006 | $5.6M |
| Wetzel Investment Advisors, Inc. | 2.81% | Add +49.9% | 31,873 | $5.6M |
| AlTi Global, Inc. | 0.13% | Reduce -0.3% | 31,843 | $5.6M |
| Insigneo Advisory Services, LLC | 0.56% | Add +1.2% | 31,482 | $5.5M |
| Capital Advisors, Ltd. LLC | 0.68% | Add +1.0% | 31,403 | $5.5M |
| SigFig Wealth Management, LLC | 0.20% | Add +16.0% | 31,514 | $5.5M |
| Accel Wealth Management | 2.04% | Add +1.9% | 31,342 | $5.5M |
| Argent Trust Co | 0.23% | Add +0.2% | 31,226 | $5.5M |
| Nikulski Financial, Inc. | 1.63% | Reduce -5.7% | 31,107 | $5.4M |
| Synovus Financial Corp. | 0.06% | Add +97.8% | 30,849 | $5.4M |
| Riversedge Advisors, LLC | 1.22% | Add +1.0% | 30,820 | $5.4M |
| Tsfg, LLC | 1.17% | Reduce -4.2% | 30,746 | $5.4M |
| LPWM LLC | 1.75% | Reduce -0.0% | 30,851 | $5.3M |
| Edge Capital Group, LLC | 0.24% | Reduce -3.6% | 30,470 | $5.3M |
| U.S. Capital Wealth Advisors, LLC | 0.19% | Reduce -2.9% | 30,368 | $5.3M |
| Catalyst Private Wealth, LLC | 2.59% | Add +8.1% | 30,306 | $5.3M |
| Stephen J. Garry & Associates, LLC | 5.02% | Reduce -1.9% | 30,229 | $5.3M |
| Eagle Strategies LLC | 0.95% | Add +4.7% | 30,010 | $5.2M |
| Quadcap Wealth Management, LLC | 0.82% | Add +29.2% | 29,989 | $5.2M |
| Syon Capital LLC | 0.46% | Add +1.0% | 29,927 | $5.2M |
| Destination Wealth Management | 0.16% | Add +7.5% | 29,897 | $5.2M |
| Defined Wealth Management, LLC | 3.38% | Add +0.5% | 29,841 | $5.2M |
| Tower Research Capital LLC (TRC) | 0.14% | Add +3469.5% | 29,805 | $5.2M |
| Alexander Labrunerie & Co., Inc. | 2.41% | Add +1.5% | 29,800 | $5.2M |
| Johnson Investment Counsel Inc. | 0.05% | Reduce -0.8% | 29,764 | $5.2M |
| Family Wealth Partners, LLC | 2.65% | Reduce -0.5% | 29,711 | $5.2M |
| Kelleher Financial Advisors | 1.97% | Reduce -4.8% | 29,677 | $5.2M |
| ArchPoint Investors | 1.72% | No change | 29,467 | $5.1M |
| Diversified Trust Co. | 0.13% | Add +0.3% | 29,383 | $5.1M |
| Opus Capital Group, LLC | 0.64% | Reduce -0.2% | 29,328 | $5.1M |
| Sound View Wealth Advisors Group, LLC | 0.42% | Add +4.3% | 29,319 | $5.1M |
| Dorsey & Whitney Trust CO LLC | 0.27% | Add +8.1% | 29,293 | $5.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.12% | Reduce -1.1% | 29,292 | $5.1M |
| Novak & Powell Financial Services, Inc. | 2.96% | Add +3.7% | 29,248 | $5.1M |
| Bridgewealth Advisory Group, LLC | 1.85% | Add +13.0% | 29,185 | $5.1M |
| Montag A & Associates Inc. | 0.24% | Reduce -0.2% | 28,993 | $5.1M |
| Ballentine Partners, LLC | 0.09% | Add +3.7% | 28,862 | $5.0M |
| N.E.W. Advisory Services LLC | 0.49% | Add +0.1% | 28,662 | $5.0M |
| Cedrus LLC | 1.85% | Add +4.2% | 28,600 | $5.0M |
| DT Investment Partners, LLC | 0.40% | Reduce -1.4% | 28,559 | $5.0M |
| Baker Boyer National Bank | 1.67% | Reduce -13.0% | 28,512 | $5.0M |
| IPG Investment Advisors LLC | 1.08% | Reduce -0.6% | 28,380 | $5.0M |
| Mackenzie Financial Corp. | 0.01% | Add +11.3% | 28,340 | $4.9M |
| Intellectus Partners, LLC | 1.27% | Add +2.1% | 28,308 | $4.9M |
| Gateway Wealth Partners, LLC | 1.36% | Add +119.0% | 28,263 | $4.9M |
| One Capital Management, LLC | 0.16% | Add +12.0% | 27,940 | $4.9M |
| Wescott Financial Advisory Group, LLC | 0.52% | Reduce -2.4% | 27,902 | $4.9M |
| First Manhattan Co. Llc. | 0.01% | Add +0.2% | 27,774 | $4.8M |
| Lodestone Wealth Management LLC | 2.41% | Reduce -0.3% | 27,633 | $4.8M |
| Long Island Wealth Management, Inc. | 3.16% | Add +2.9% | 27,604 | $4.8M |
| Wedmont Private Capital | 0.27% | Add +2.7% | 27,448 | $4.8M |
| MA Private Wealth | 0.88% | Reduce -1.7% | 26,989 | $4.7M |
| Compass Ion Advisors, LLC | 0.58% | Add +2.5% | 26,976 | $4.7M |
| Laraway Financial Advisors Inc | 3.75% | Add +0.4% | 26,916 | $4.7M |
| Barrett & Company, Inc. | 2.04% | Add +1.9% | 26,905 | $4.7M |
| Clarity Capital Advisors, LLC | 3.35% | Add +1.8% | 26,718 | $4.7M |
| Crown Wealth Group, LLC | 2.01% | New | 26,465 | $4.6M |
| Greystone Financial Group, LLC | 0.82% | Add +12.7% | 26,371 | $4.6M |
| Prospect Financial Services LLC | 2.85% | Add +17.9% | 26,267 | $4.6M |
| Well Done, LLC | 0.84% | Add +5.0% | 26,247 | $4.6M |
| Dentgroup LLC | 3.41% | Reduce -6.9% | 26,110 | $4.6M |
| Thrive Capital Management, LLC | 2.14% | Reduce -7.3% | 26,064 | $4.5M |
| Performance Wealth Partners, LLC | 0.16% | Add +32.1% | 26,021 | $4.5M |
| Bryn Mawr Trust Advisors, LLC | 0.24% | Add +12.6% | 25,644 | $4.5M |
| First Financial Bank - Trust Division | 0.41% | Reduce -0.7% | 25,560 | $4.5M |
| Chesley Taft & Associates LLC | 0.21% | Reduce -5.8% | 25,482 | $4.4M |
| Kiley Juergens Wealth Management, LLC | 1.15% | Add +8.2% | 25,434 | $4.4M |
| Foundations Investment Advisors, LLC | 0.09% | Reduce -13.9% | 25,214 | $4.4M |
| Rehmann Capital Advisory Group | 0.29% | Reduce -2.9% | 24,613 | $4.4M |
| JFS Wealth Advisors, LLC | 0.29% | Add +7.2% | 25,008 | $4.4M |
| Strategic Investment Solutions, Inc. | 1.31% | Add +1.8% | 24,988 | $4.4M |
| Sterling Group Wealth Management, LLC | 2.31% | Reduce -14.0% | 24,965 | $4.4M |
| American Alpha Advisors, LLC | 4.08% | — | 24,930 | $4.4M |
| Ironsides Asset Advisors, LLC | 1.26% | Add +1.2% | 24,812 | $4.3M |
| Empowered Funds, LLC | 0.07% | Add +1.6% | 24,782 | $4.3M |
| Hillcrest Wealth Advisors - NY, LLC | 2.13% | No change | 24,470 | $4.3M |
| Cascade Wealth Advisors, Inc | 3.05% | Reduce -2.3% | 24,438 | $4.3M |
| VitalStone Financial, LLC | 2.90% | Reduce -7.0% | 24,371 | $4.3M |
| Birchcreek Wealth Management, LLC | 2.78% | Reduce -10.3% | 24,319 | $4.2M |
| Ieq Capital, LLC | 0.05% | Add +4.2% | 24,308 | $4.2M |
| Glass Jacobson Investment Advisors llc | 1.41% | Reduce -0.4% | 24,286 | $4.2M |
| Aries Wealth Management | 1.16% | Add +27.6% | 24,198 | $4.2M |
| Great Lakes Advisors, LLC | 0.04% | Add +0.6% | 24,192 | $4.2M |
| Hexagon Capital Partners LLC | 0.82% | Reduce -4.0% | 24,163 | $4.2M |
| United Bank | 0.49% | Add +7.0% | 24,121 | $4.2M |
| Quantinno Capital Management LP | 0.05% | Add +56.0% | 23,957 | $4.2M |
| Auxano Advisors, LLC | 1.07% | No change | 23,625 | $4.1M |
| Culbertson A N & Co. Inc. | 0.66% | Add +1.4% | 23,560 | $4.1M |
| Newton One Investments LLC | 1.65% | Add +6.6% | 23,558 | $4.1M |
| Intelligence Driven Advisers, LLC | 0.58% | Reduce -1.6% | 23,362 | $4.1M |
| Clarius Group, LLC | 0.29% | Add +1.4% | 23,352 | $4.1M |
| Krilogy Financial LLC | 0.28% | Add +1.1% | 23,307 | $4.1M |
| Security Financial Services, INC. | 0.83% | Reduce -0.2% | 23,231 | $4.1M |
| Councilor Wealth, LLC | 1.98% | Add +7.6% | 23,207 | $4.1M |
| Pioneer Wealth Management Group | 1.92% | Reduce -3.7% | 23,067 | $4.0M |
| Prosperity Planning, Inc. | 1.79% | Reduce -0.6% | 23,047 | $4.0M |
| Idaho Trust Co | 1.92% | Reduce -19.6% | 22,804 | $4.0M |
| SageView Advisory Group, LLC | 0.20% | Reduce -31.8% | 22,795 | $4.0M |
| Davidson Trust Co. | 2.04% | Add +22.9% | 22,713 | $4.0M |
| Tobias Financial Advisors, Inc. | 0.79% | Add +11.3% | 22,636 | $4.0M |
| Continuum Advisory, LLC | 0.50% | Add +8.4% | 22,351 | $4.0M |
| Motiv8 Investments LLC | 2.64% | Add +9.3% | 22,419 | $3.9M |
| Prosperitas Financial LLC | 2.10% | Add +3.9% | 22,331 | $3.9M |
| Sawgrass Asset Management LLC | 0.41% | Reduce -5.4% | 22,331 | $3.9M |
| Level Four Advisory Services, LLC | 0.16% | Reduce -0.9% | 22,635 | $3.9M |
| Compass Advisory Group LLC | 1.51% | Add +6.3% | 22,281 | $3.9M |
| Wolf Group Capital Advisors | 1.85% | Reduce -27.3% | 27,359 | $3.9M |
| National Philanthropic Trust | 0.07% | Add +0.8% | 22,268 | $3.9M |
| Disciplined Investments, LLC | 1.92% | Reduce -4.4% | 22,267 | $3.9M |
| NorthStar Asset Management LLC | 2.59% | Add +0.7% | 22,240 | $3.9M |
| Duncan Williams Asset Management, LLC | 2.14% | New | 22,213 | $3.9M |
| McClarren Financial Advisors, Inc. | 0.49% | Add +73.6% | 9,744 | $3.9M |
| First Trust Advisors LP | 0.00% | New | 21,991 | $3.8M |
| Paces Ferry Wealth Advisors, LLC | 2.20% | Add +0.7% | 21,882 | $3.8M |
| Avidian Wealth Enterprises, LLC | 0.17% | Add +6.9% | 21,798 | $3.8M |
| Lake Street Advisors Group, LLC | 0.17% | Add +0.3% | 21,653 | $3.8M |
| Seeds Investor LLC | 1.41% | Add +43.8% | 21,637 | $3.8M |
| Brophy Wealth Management, LLC | 1.35% | — | 21,572 | $3.8M |
| Moisand Fitzgerald Tamayo, LLC | 0.52% | Reduce -4.0% | 21,564 | $3.8M |
| REDW Wealth LLC | 0.96% | Reduce -4.8% | 21,510 | $3.8M |
| Independent Financial Group, LLC | 0.14% | Reduce -2.1% | 21,493 | $3.8M |
| Tacita Capital Inc | 2.44% | Add +0.1% | 21,430 | $3.7M |
| World Investment Advisors | 0.12% | Add +4.4% | 21,396 | $3.7M |
| Oak Harvest Investment Services | 0.53% | Add +15.9% | 21,274 | $3.7M |
| Aua Capital Management, LLC | 2.14% | Reduce -0.6% | 21,218 | $3.7M |
| Old North State Wealth Management, LLC | 2.07% | Add +5.0% | 21,178 | $3.7M |
| TRUE Private Wealth Advisors | 0.44% | Reduce -2.2% | 21,067 | $3.7M |
| Hubbell Strickland Wealth Management, LLC | 1.72% | Add +0.7% | 21,036 | $3.7M |
| Magnus Financial Group LLC | 0.37% | Reduce -1.9% | 21,004 | $3.7M |
| Ami Investment Management Inc. | 1.24% | Reduce -4.5% | 20,987 | $3.7M |
| Carret Asset Management, LLC | 0.40% | No change | 20,930 | $3.7M |
| Level Financial Advisors | 1.39% | Reduce -18.9% | 20,867 | $3.6M |
| Debussy Capital Management LP | 1.06% | Reduce -1.2% | 20,851 | $3.6M |
| Trust Co of the South | 0.77% | Add +10.7% | 20,837 | $3.6M |
| Charter Oak Capital Management, LLC | 0.34% | Add +7.0% | 20,782 | $3.6M |
| Vise Technologies, Inc. | 0.46% | Add +289.5% | 20,736 | $3.6M |
| United Bank | 1.67% | Reduce -1.3% | 20,736 | $3.6M |
| Triune Financial Partners, LLC | 1.14% | Reduce -3.6% | 20,728 | $3.6M |
| Painted Porch Advisors LLC | 1.83% | Add +22.2% | 20,703 | $3.6M |
| Kennicott Capital Management LLC | 1.37% | Reduce -0.4% | 20,496 | $3.6M |
| XML Financial, LLC | 0.33% | Add +8.1% | 20,475 | $3.6M |
| ERn Financial, LLC | 0.54% | Add +10.7% | 20,470 | $3.6M |
| Pallas Capital Advisors LLC | 0.15% | Add +12.8% | 20,388 | $3.6M |
| Lindbrook Capital, LLC | 0.31% | Reduce -16.8% | 20,257 | $3.5M |
| Milestone Investment Advisors LLC | 0.99% | Add +3.0% | 20,236 | $3.5M |
| Main Street Financial Solutions, LLC | 0.32% | Reduce -0.1% | 20,172 | $3.5M |
| NWF Advisory Services Inc. | 0.51% | Add +0.7% | 20,153 | $3.5M |
| Marotta Asset Management | 0.69% | Add +0.6% | 20,119 | $3.5M |
| Coastal Bridge Advisors, LLC | 0.87% | Reduce -2.5% | 20,028 | $3.5M |
| Sanctuary Wealth Management, L.L.C. | 2.50% | Add +19.5% | 20,017 | $3.5M |
| Theory Financial LLC | 1.53% | Reduce -3.3% | 20,208 | $3.5M |
| Strategic Financial Partners, Ltd. | 1.77% | Add +1.1% | 19,831 | $3.5M |
| Insight Advisors, LLC/ PA | 0.60% | Add +0.1% | 19,723 | $3.4M |
| Nicolet Bankshares Inc. | 0.69% | Reduce -2.5% | 19,679 | $3.4M |
| Segment Wealth Management, LLC | 0.23% | No change | 19,590 | $3.4M |
| Emergent Wealth Advisors, LLC | 2.53% | Add +39.4% | 19,563 | $3.4M |
| Salomon & Ludwin, LLC | 0.35% | Reduce -7.1% | 19,508 | $3.4M |
| Cornerstone Advisory, LLC | 0.45% | Add +0.6% | 19,459 | $3.4M |
| Susquehanna International Group, LLP | 0.01% | Reduce -25.1% | 19,361 | $3.4M |
| Summit Trail Advisors, LLC | 0.08% | Add +3.8% | 19,262 | $3.4M |
| Evanson Asset Management, LLC | 0.24% | Add +5.7% | 19,221 | $3.4M |
| GTS Securities LLC | 0.07% | Add +111.5% | 19,200 | $3.4M |
| Glenview Trust Co | 0.06% | Add +21.4% | 19,187 | $3.3M |
| MCF Advisors LLC | 0.23% | Reduce -0.1% | 19,153 | $3.3M |
| AdvisorNet Financial, Inc | 0.25% | Add +0.9% | 19,094 | $3.3M |
| Principle Wealth Partners LLC | 0.24% | Add +9.7% | 19,072 | $3.3M |
| Sage Mountain Advisors LLC | 0.28% | No change | 18,880 | $3.3M |
| Northwest Wealth Management, LLC | 0.77% | Reduce -1.4% | 18,875 | $3.3M |
| Regal Investment Advisors LLC | 0.23% | Reduce -3.4% | 18,756 | $3.3M |
| Citadel Advisors | 0.00% | Reduce -23.8% | 18,744 | $3.3M |
| Sheets Smith Wealth Management | 0.40% | Add +0.3% | 18,698 | $3.3M |
| Empower Advisory Group, LLC | 0.01% | Reduce -5.1% | 18,569 | $3.2M |
| Leavell Investment Management, Inc. | 0.16% | Add +22.5% | 18,560 | $3.2M |
| FDx Advisors, Inc. | 0.88% | Reduce -0.3% | 18,530 | $3.2M |
| Kuhn & Co Investment Counsel | 2.76% | Reduce -0.2% | 18,499 | $3.2M |
| LifePlan Investment Advisors, Inc. | 2.06% | Add +21.6% | 18,434 | $3.2M |
| Carnegie Investment Counsel | 0.09% | Reduce -3.3% | 18,374 | $3.2M |
| Independent Advisor Alliance | 0.12% | Reduce -38.8% | 18,322 | $3.2M |
| Luminvest Wealth Management LLC | 1.32% | Add +2.2% | 18,198 | $3.2M |
| City State Bank | 1.16% | Add +6.2% | 18,163 | $3.2M |
| Wealth Advisory Solutions, LLC | 0.87% | Add +0.0% | 18,118 | $3.2M |
| Moser Wealth Advisors, LLC | 1.64% | Add +0.0% | 18,116 | $3.2M |
| SouthState Bank Corp | 0.22% | Add +3.1% | 18,025 | $3.1M |
| Moneco Advisors, LLC | 0.39% | Reduce -7.0% | 17,863 | $3.1M |
| Chemistry Wealth Management LLC | 0.75% | Add +4.0% | 17,851 | $3.1M |
| Leo Wealth, LLC | 0.28% | Add +9.7% | 17,830 | $3.1M |
| Liberty Wealth Management LLC | 0.53% | Reduce -4.4% | 17,817 | $3.1M |
| Waddell & Associates, LLC | 0.37% | Reduce -1.3% | 17,644 | $3.1M |
| Weitzel Financial Services, Inc. | 1.44% | Add +4.6% | 17,683 | $3.1M |
| Hilltop Holdings Inc. | 0.20% | Add +210.7% | 17,558 | $3.1M |
| Advisory Alpha, LLC | 0.11% | Reduce -5.9% | 17,547 | $3.1M |
| Prostatis Group LLC | 1.00% | Reduce -29.6% | 17,481 | $3.1M |
| Stonegate Investment Group, LLC | 0.08% | Add +110.0% | 17,404 | $3.0M |
| Clear Creek Financial Management, LLC | 0.34% | Reduce -15.4% | 17,300 | $3.0M |
| Hurlow Wealth Management Group, Inc. | 0.94% | Reduce -0.1% | 17,236 | $3.0M |
| Amara Financial, Llc. | 2.88% | — | 17,231 | $3.0M |
| Global Trust Asset Management, LLC | 1.11% | Reduce -1.5% | 17,219 | $3.0M |
| Marcum Wealth, LLC | 0.28% | Reduce -6.7% | 17,206 | $3.0M |
| Blueprint Investment Partners LLC | 0.54% | Add +21.8% | 17,148 | $3.0M |
| Tidal Investments LLC | 0.03% | Add +19.4% | 17,096 | $3.0M |
| Aspen Grove Capital, LLC | 0.66% | Reduce -1.3% | 17,049 | $3.0M |
| Acas, LLC | 2.45% | Reduce -3.9% | 17,026 | $3.0M |
| NORTHSTAR ASSET MANAGEMENT Co | 0.68% | Add +5.9% | 17,015 | $3.0M |
| Marvin & Palmer Associates Inc. | 2.49% | New | 17,010 | $3.0M |
| Walter & Keenan Wealth Management LLC /in/ | 0.90% | Add +0.6% | 16,902 | $3.0M |
| Fonville Wealth Management LLC | 1.02% | Add +1.8% | 16,849 | $2.9M |
| Forza Wealth Management, LLC | 1.35% | No change | 16,825 | $2.9M |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 1.14% | No change | 16,802 | $2.9M |
| Tocqueville Asset Management L.P. | 0.05% | Add +0.0% | 16,767 | $2.9M |
| McAdam, LLC | 0.16% | Reduce -3.3% | 16,758 | $2.9M |
| BKM Wealth Management, LLC | 1.19% | Add +4.0% | 16,733 | $2.9M |
| Old National Bancorp | 0.07% | Reduce -1.5% | 16,713 | $2.9M |
| Ritholtz Wealth Management | 0.09% | Add +116.6% | 16,710 | $2.9M |
| Monument Group Wealth Advisors, LLC | 1.75% | Reduce -0.4% | 16,667 | $2.9M |
| Autumn Glory Partners, LLC | 1.12% | Reduce -0.5% | 16,651 | $2.9M |
| SeaCrest Wealth Management, LLC | 0.31% | Add +14.3% | 16,515 | $2.9M |
| Strategic Financial Concepts, LLC | 0.92% | Reduce -99.4% | 16,513 | $2.9M |
| MV Capital Management, Inc. | 0.30% | Reduce -0.1% | 16,427 | $2.9M |
| Sageworth Trust Co of South Dakota | 3.64% | No change | 16,307 | $2.8M |
| Renaissance Technologies | 0.00% | New | 16,300 | $2.8M |
| Smartleaf Asset Management LLC | 0.34% | Add +16.7% | 16,332 | $2.8M |
| Parsons Capital Management Inc. | 0.18% | Add +3.5% | 16,204 | $2.8M |
| Balentine LLC | 0.11% | Add +67.6% | 16,201 | $2.8M |
| Webster Bank, N. A. | 0.30% | Add +39.9% | 16,141 | $2.8M |
| Wells Trecaso Financial Group, LLC | 0.92% | Reduce -0.3% | 16,058 | $2.8M |
| MSH Capital Advisors LLC | 0.85% | Add +1.7% | 15,977 | $2.8M |
| CWA Asset Management Group, LLC | 0.15% | — | 15,957 | $2.8M |
| Global Wealth Management Investment Advisory, Inc. | 0.60% | Reduce -3.2% | 15,928 | $2.8M |
| Thoroughbred Financial Services, LLC | 0.18% | Add +5.0% | 15,875 | $2.8M |
| Johnson Financial Group, Inc. | 0.13% | Add +179.3% | 15,830 | $2.8M |
| Intrua Financial, LLC | 0.45% | Add +1.9% | 15,813 | $2.8M |
| Encompass More Asset Management | 1.05% | New | 15,733 | $2.7M |
| Pacific Financial Group Inc. | 2.01% | Reduce -3.1% | 15,716 | $2.7M |
| Conrad Siegel Investment Advisors, Inc. | 0.74% | Reduce -39.0% | 15,615 | $2.7M |
| Regions Financial Corp. | 0.02% | Reduce -4.7% | 15,575 | $2.7M |
| Welch & Forbes LLC | 0.03% | No change | 15,569 | $2.7M |
| Maia Wealth LLC | 0.67% | Add +3.8% | 15,486 | $2.7M |
| Hart & Patterson Financial Group LLC | 1.28% | Add +6.2% | 15,510 | $2.7M |
| Wilson & Boucher Capital Management, LLC | 1.86% | Add +0.6% | 15,476 | $2.7M |
| Hudock, Inc. | 0.47% | Add +0.8% | 15,453 | $2.7M |
| LifeSteps Financial, Inc. | 2.11% | Add +0.2% | 15,446 | $2.7M |
| Gilliland Jeter Wealth Management LLC | 0.87% | No change | 15,402 | $2.7M |
| Howard Wealth Management, LLC | 1.56% | Reduce -3.3% | 15,354 | $2.7M |
| Litman Gregory Wealth Management LLC | 0.22% | Add +5.3% | 15,226 | $2.7M |
| WESCAP Management Group, Inc. | 0.66% | Reduce -0.3% | 15,186 | $2.7M |
| WoodTrust Financial Corp | 0.38% | Add +5.6% | 15,156 | $2.6M |
| Western Wealth Management, LLC | 0.15% | Reduce -5.7% | 15,128 | $2.6M |
| StoneX Group Inc. | 0.19% | Reduce -2.3% | 15,044 | $2.6M |
| Sagace Wealth Management LLC | 2.03% | Add +11.9% | 14,769 | $2.6M |
| Acropolis Investment Management, LLC | 0.15% | Add +0.1% | 15,013 | $2.6M |
| Ade, LLC | 1.60% | Add +2.1% | 14,911 | $2.6M |
| Rockbridge Investment Management, LCC | 0.34% | Reduce -2.7% | 14,870 | $2.6M |
| Tradition Wealth Management, LLC | 0.23% | Add +0.0% | 14,789 | $2.6M |
| Peterson Wealth Services | 0.82% | Reduce -11.5% | 14,774 | $2.6M |
| Beacon Financial Advisory LLC | 0.88% | Add +14.9% | 14,770 | $2.6M |
| Plancorp, LLC | 0.10% | Add +1.2% | 14,746 | $2.6M |
| Smith, Moore & Co. | 0.25% | Add +1.7% | 14,732 | $2.6M |
| Belpointe Asset Management LLC | 0.15% | Add +112.7% | 14,706 | $2.6M |
| Northeast Investment Management | 0.11% | Add +7.0% | 14,650 | $2.6M |
| Granite Harbor Advisors, Inc. | 1.51% | No change | 14,628 | $2.6M |
| TFB Advisors LLC | 0.76% | Reduce -3.7% | 14,614 | $2.6M |
| Mayflower Financial Advisors, LLC | 0.38% | Reduce -6.2% | 14,545 | $2.5M |
| Keebeck Wealth Management | 0.37% | Reduce -0.5% | 14,448 | $2.5M |
| Private Wealth Group, LLC | 1.25% | Reduce -15.0% | 14,368 | $2.5M |
| Paragon Private Wealth Management, LLC | 1.24% | Add +0.7% | 14,337 | $2.5M |
| PGIM Custom Harvest LLC | 0.05% | Add +21.4% | 14,328 | $2.5M |
| Apeiron RIA LLC | 0.72% | Add +3.6% | 14,306 | $2.5M |
| Shepherd Financial Partners LLC | 0.30% | Add +0.1% | 14,200 | $2.5M |
| Lavaca Capital LLC | 1.19% | New | 14,200 | $2.5M |
| West Bancorporation Inc. | 1.65% | Reduce -1.4% | 14,132 | $2.5M |
| SpiderRock Advisors, LLC | 0.05% | Add +56.0% | 14,104 | $2.5M |
| Pinnacle Financial Partners Inc | 0.05% | Add +15.2% | 13,898 | $2.4M |
| Greenleaf Trust | 0.02% | Reduce -0.2% | 13,849 | $2.4M |
| Jacobi Capital Management LLC | 0.18% | Add +1.9% | 13,826 | $2.4M |
| Hilltop National Bank | 0.73% | Reduce -3.1% | 13,770 | $2.4M |
| GC Wealth Management RIA, LLC | 0.42% | Reduce -8.1% | 13,749 | $2.4M |
| Truepoint, Inc. | 0.06% | Reduce -0.9% | 13,720 | $2.4M |
| Cookson Peirce & Co. Inc. | 0.11% | Reduce -1.2% | 13,645 | $2.4M |
| Narus Financial Partners, LLC | 0.85% | Add +7.5% | 13,596 | $2.4M |
| Apexium Financial, LP | 0.16% | Reduce -12.6% | 13,565 | $2.4M |
| Abich Financial Wealth Management LLC | 5.30% | Reduce -39.9% | 13,520 | $2.4M |
| Sonoma Private Wealth LLC | 3.65% | Reduce -3.4% | 13,407 | $2.3M |
| Prudential Financial Inc. | 0.00% | Reduce -12.0% | 13,402 | $2.3M |
| Journey Advisory Group, LLC | 0.28% | No change | 14,534 | $2.3M |
| Peapack Gladstone Financial Corp. | 0.03% | Reduce -5.8% | 13,307 | $2.3M |
| SOA Wealth Advisors, LLC. | 0.44% | Reduce -3.8% | 13,301 | $2.3M |
| Twin Focus Capital Partners, LLC | 0.37% | Add +0.0% | 13,301 | $2.3M |
| AQR Capital Management | 0.00% | Add +317.6% | 13,227 | $2.3M |
| Alpine Bank Wealth Management | 0.37% | — | 13,220 | $2.3M |
| Stage Harbor Financial, LLC | 2.09% | Reduce -28.2% | 12,986 | $2.3M |
| Ashton Thomas Securities, LLC | 0.44% | Add +0.7% | 13,095 | $2.3M |
| Wells Financial Advisors INC | 3.09% | Reduce -3.5% | 13,086 | $2.3M |
| Money Concepts Capital Corp. | 0.17% | Add +3.6% | 13,051 | $2.3M |
| GPS Wealth Strategies Group, LLC | 0.30% | Reduce -9.8% | 13,033 | $2.3M |
| Tritonpoint Wealth, LLC | 0.21% | Reduce -15.8% | 13,060 | $2.3M |
| RCS Financial Planning, LLC | 1.26% | Reduce -11.6% | 12,966 | $2.3M |
| Probity Advisors, Inc. | 0.43% | Add +0.4% | 12,923 | $2.3M |
| Keel Point, LLC | 0.19% | Reduce -0.8% | 12,906 | $2.3M |
| Capstone Wealth Management Group, LLC | 1.33% | Add +4.2% | 12,894 | $2.3M |
| Moors & Cabot, Inc. | 0.11% | Add +16.9% | 12,866 | $2.2M |
| Private Trust Co. NA | 0.23% | Reduce -0.7% | 12,843 | $2.2M |
| Atlas Brown,Inc. | 0.78% | Reduce -28.6% | 12,830 | $2.2M |
| United Advisor Group, LLC | 0.51% | Add +9.9% | 12,828 | $2.2M |
| TAGStone Capital, Inc. | 1.14% | Add +15.1% | 12,808 | $2.2M |
| Lake Hills Wealth Management, LLC | 1.49% | Reduce -4.3% | 12,784 | $2.2M |
| KMG Fiduciary Partners, LLC | 0.19% | Add +0.0% | 12,756 | $2.2M |
| Blue Barn Wealth, LLC | 1.14% | Reduce -1.0% | 12,675 | $2.2M |
| Crestwood Advisors Group, LLC | 0.04% | Reduce -0.6% | 12,643 | $2.2M |
| Asset Dedication, LLC | 0.15% | Reduce -2.3% | 12,642 | $2.2M |
| Axxcess Wealth Management, LLC | 0.06% | Add +10.4% | 12,634 | $2.2M |
| Verum Partners LLC | 0.64% | Reduce -1.4% | 12,423 | $2.2M |
| Zions Bancorporation, N.A. | 0.16% | No change | 12,402 | $2.2M |
| Meeder Advisory Services, Inc. | 0.14% | Add +81.2% | 12,340 | $2.2M |
| Millennium Management | 0.00% | Reduce -71.6% | 12,322 | $2.2M |
| Rollins Financial Advisors, LLC | 0.36% | Add +4.6% | 12,292 | $2.1M |
| PFG Investments, LLC | 0.14% | Add +3.2% | 12,264 | $2.1M |
| Evergreen Wealth Management, LLC | 1.29% | Reduce -19.9% | 12,252 | $2.1M |
| Amplius Wealth Advisors, LLC | 0.23% | Reduce -1.1% | 12,203 | $2.1M |
| Next Level Private LLC | 0.87% | Add +0.8% | 12,175 | $2.1M |
| North Star Investment Management Corp. | 0.15% | Reduce -0.5% | 12,169 | $2.1M |
| LM Advisors LLC | 0.44% | Reduce -21.5% | 13,486 | $2.1M |
| Evermay Wealth Management LLC | 0.34% | Reduce -0.8% | 12,153 | $2.1M |
| Signal Advisors Wealth, LLC | 0.30% | New | 12,139 | $2.1M |
| MilWealth Group LLC | 0.62% | Reduce -2.4% | 12,134 | $2.1M |
| Colorado Capital Management, Inc. | 1.04% | Reduce -15.6% | 12,105 | $2.1M |
| Wiser Advisor Group LLC | 3.15% | Reduce -1.4% | 12,097 | $2.1M |
| Keybank National Association | 0.01% | Reduce -0.7% | 12,019 | $2.1M |
| Anchor Investment Management, LLC | 0.20% | Add +10.6% | 11,983 | $2.1M |
| Becker Capital Management Inc. | 0.07% | Reduce -0.9% | 11,969 | $2.1M |
| Migdal Insurance & Financial Holdings Ltd. | 0.03% | Add +10.0% | 11,954 | $2.1M |
| Choate Investment Advisors | 0.05% | No change | 11,936 | $2.1M |
| Alta Wealth Advisors LLC | 0.95% | Add +4.2% | 11,930 | $2.1M |
| Sensible Financial Planning & Management, LLC. | 0.41% | Reduce -2.0% | 11,862 | $2.1M |
| Larson Financial Group LLC | 0.12% | Add +1.9% | 11,857 | $2.1M |
| Maripau Wealth Management LLC | 1.78% | Reduce -10.8% | 11,789 | $2.1M |
| Bernardo Wealth Planning LLC | 0.49% | Add +3.4% | 11,484 | $2.0M |
| WMS Partners, LLC | 0.11% | Add +74.2% | 11,657 | $2.0M |
| Stonehearth Capital Management, LLC | 0.80% | Add +0.6% | 11,545 | $2.0M |
| Covenant Asset Management, LLC | 0.45% | Reduce -3.5% | 11,505 | $2.0M |
| Aptus Capital Advisors, LLC | 0.03% | Add +9.7% | 11,494 | $2.0M |
| SIMA Wealth Partners, LLC | 1.73% | Reduce -4.6% | 11,412 | $2.0M |
| North Star Asset Management Inc. | 0.09% | Reduce -1.1% | 11,325 | $2.0M |
| Hanover Advisors Inc. | 0.83% | Reduce -3.2% | 11,310 | $2.0M |
| PDS Planning, Inc | 0.17% | Add +13.1% | 11,159 | $1.9M |
| Camelot Portfolios, LLC | 1.91% | Reduce -18.4% | 11,135 | $1.9M |
| Beaird Harris Wealth Management, LLC | 0.17% | Reduce -0.6% | 11,120 | $1.9M |
| Alpha Cubed Investments, LLC | 0.09% | Reduce -3.5% | 11,093 | $1.9M |
| GHP Investment Advisors, Inc. | 0.09% | Reduce -3.9% | 11,012 | $1.9M |
| Planning Directions Inc. | 1.13% | Reduce -2.2% | 10,845 | $1.9M |
| Broadleaf Partners, LLC | 0.45% | Add +1.1% | 10,844 | $1.9M |
| Joel Isaacson & Co., LLC | 0.09% | Add +16.6% | 10,752 | $1.9M |
| Sandy Spring Bank | 0.08% | Reduce -0.7% | 10,731 | $1.9M |
| Taylor Financial Group, Inc. | 1.29% | Add +15.7% | 10,711 | $1.9M |
| Nixon Peabody Trust Co. | 0.16% | No change | 10,685 | $1.9M |
| Alamar Capital Management, LLC | 1.03% | Add +47.4% | 10,633 | $1.9M |
| Old Mission Capital LLC | 0.04% | Reduce -39.3% | 10,619 | $1.9M |
| Archvest Wealth Advisors, Inc. | 1.17% | Add +12.2% | 10,598 | $1.9M |
| Valley Forge Investment Consultants Inc. Adv | 0.64% | Add +1.0% | 10,580 | $1.8M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.42% | Reduce -0.8% | 10,491 | $1.8M |
| Ted Buchan & Co | 0.87% | Reduce -37.2% | 10,490 | $1.8M |
| RTD Financial Advisors, Inc. | 0.23% | Reduce -0.8% | 10,478 | $1.8M |
| Bridges Investment Management Inc. | 0.03% | Reduce -5.7% | 10,433 | $1.8M |
| Gradient Capital Advisors, LLC | 0.60% | Add +10.1% | 10,372 | $1.8M |
| McKinley Carter Wealth Services, Inc. | 0.11% | Reduce -1.1% | 10,322 | $1.8M |
| Root Financial Partners, LLC | 0.29% | Add +47.9% | 10,313 | $1.8M |
| Members Advisory Group LLC | 0.90% | New | 10,306 | $1.8M |
| Jackson Hole Capital Partners, LLC | 0.37% | No change | 10,263 | $1.8M |
| AIMZ Investment Advisors, LLC | 0.61% | Reduce -2.4% | 10,239 | $1.8M |
| Maxwell Wealth Strategies Inc. | 0.76% | Reduce -3.2% | 10,247 | $1.8M |
| Mraz, Amerine & Associates, Inc. | 0.32% | Reduce -14.4% | 10,175 | $1.8M |
| Lifeworks Advisors, LLC | 0.35% | New | 10,163 | $1.8M |
| Badgley Phelps Wealth Managers, LLC | 0.04% | Add +15.3% | 10,156 | $1.8M |
| Circle Wealth Management, LLC | 0.04% | No change | 10,147 | $1.8M |
| Flputnam Investment Management Co. | 0.03% | Reduce -0.6% | 10,103 | $1.8M |
| Jaffetilchin Investment Partners, LLC | 0.13% | Add +25.8% | 10,133 | $1.8M |
| Fortitude Advisory Group L.L.C. | 1.11% | Add +1.1% | 10,123 | $1.8M |
| Keb Asset Management, LLC | 0.53% | Add +0.3% | 10,026 | $1.8M |
| Deutsche Bank AG | 0.00% | Add +12.1% | 10,018 | $1.7M |
| Lion Street Advisors, LLC | 0.61% | Reduce -15.2% | 9,996 | $1.7M |
| North Ridge Wealth Advisors, Inc. | 1.18% | No change | 9,971 | $1.7M |
| Carmichael Hill & Associates, Inc. | 0.64% | Add +4.1% | 9,944 | $1.7M |
| Arbor Investment Advisors, LLC | 0.23% | Reduce -2.0% | 9,941 | $1.7M |
| Peterson Wealth Advisors, LLC | 0.33% | Add +1.2% | 9,937 | $1.7M |
| Center for Financial Planning, Inc. | 0.23% | Reduce -10.0% | 9,916 | $1.7M |
| Capital Advisors Wealth Management, LLC | 0.32% | Add +21.1% | 9,910 | $1.7M |
| New Wave Wealth Advisors LLC | 0.79% | Reduce -7.8% | 9,863 | $1.7M |
| Heritage Oak Wealth Advisors LLC | 0.79% | Add +359.0% | 9,863 | $1.7M |
| Blodgett Wealth Advisors, LLC | 1.45% | Reduce -4.7% | 9,861 | $1.7M |
| Integrated Advisors Network LLC | 0.08% | Add +0.2% | 9,861 | $1.7M |
| GAMMA Investing LLC | 0.17% | Add +1.2% | 9,859 | $1.7M |
| RDA Financial Network | 0.53% | Add +1.1% | 9,821 | $1.7M |
| Compound Planning, Inc. | 0.11% | Add +14.0% | 9,786 | $1.7M |
| Florida Trust Wealth Management Co | 0.05% | Add +24.7% | 9,743 | $1.7M |
| Alliance Wealth Advisors, LLC | 0.98% | Reduce -0.9% | 9,710 | $1.7M |
| Diversified, LLC | 0.19% | Add +2.6% | 9,674 | $1.7M |
| Diversified Enterprises, LLC | 0.19% | — | 9,674 | $1.7M |
| Accurate Wealth Management, LLC | 0.34% | Reduce -14.3% | 9,535 | $1.7M |
| Key Financial Inc | 0.37% | Add +2.4% | 9,621 | $1.7M |
| Verus Capital Partners, LLC | 0.16% | Add +1.0% | 9,539 | $1.7M |
| BOS Asset Management, LLC | 0.61% | Add +0.9% | 9,494 | $1.7M |
| Patriot Investment Management Group, Inc. | 0.12% | Reduce -4.1% | 9,434 | $1.6M |
| American Institute for Advanced Investment Management, LLP | 1.18% | Reduce -4.5% | 9,416 | $1.6M |
| Verity Asset Management, Inc. | 0.62% | Add +13.8% | 9,368 | $1.6M |
| GenWealth Group, Inc. | 0.38% | Reduce -7.4% | 9,366 | $1.6M |
| Soltis Investment Advisors LLC | 0.16% | Add +2.4% | 9,343 | $1.6M |
| Sandy Cove Advisors, LLC | 0.66% | Reduce -8.9% | 9,304 | $1.6M |
| First Commonwealth Financial Corp | 0.39% | Reduce -18.8% | 9,283 | $1.6M |
| WNY Asset Management, LLC | 0.19% | Add +4.6% | 9,279 | $1.6M |
| Cypress Point Wealth Management, LLC | 0.63% | Add +0.6% | 9,244 | $1.6M |
| Vantage Financial Partners, LLC | 0.40% | Reduce -3.2% | 9,190 | $1.6M |
| Householder Group Estate & Retirement Specialist, LLC | 0.47% | Reduce -9.5% | 9,191 | $1.6M |
| Capital Investment Advisors, LLC | 0.03% | Add +1.1% | 9,175 | $1.6M |
| Wimmer Associates 1, LLC | 0.78% | No change | 9,151 | $1.6M |
| LifePro Asset Management | 0.98% | Reduce -6.4% | 9,148 | $1.6M |
| Quadrant Capital Group LLC | 0.11% | No change | 9,090 | $1.6M |
| Fiduciary Trust Co | 0.02% | Add +93.7% | 9,073 | $1.6M |
| First National Corp. /Ma/ | 0.35% | Add +3.8% | 9,049 | $1.6M |
| Howland Capital Management LLC | 0.07% | No change | 9,047 | $1.6M |
| One Day In July LLC | 0.18% | Reduce -2.8% | 9,044 | $1.6M |
| 4Thought Financial Group Inc. | 0.97% | Add +202.3% | 9,034 | $1.6M |
| Roffman Miller Associates Inc. | 0.10% | Add +0.6% | 9,016 | $1.6M |
| Winthrop Advisory Group LLC | 0.19% | Add +13.0% | 8,999 | $1.6M |
| Executive Wealth Management, LLC | 0.12% | New | 8,997 | $1.6M |
| Coppell Advisory Solutions LLC | 0.23% | Add +1.0% | 8,969 | $1.6M |
| Index Fund Advisors, Inc. | 0.08% | Reduce -2.1% | 8,889 | $1.6M |
| Clarity Capital Partners LLC | 0.92% | Add +10.4% | 8,884 | $1.6M |
| Carolinas Wealth Consulting LLC | 0.28% | Add +23.0% | 8,881 | $1.6M |
| Kelman-Lazarov, Inc. | 0.26% | Add +0.6% | 8,817 | $1.5M |
| Haverford Trust Co | 0.01% | Reduce -0.2% | 8,720 | $1.5M |
| CRA Financial Services, LLC | 0.28% | Add +6.3% | 8,692 | $1.5M |
| Embree Financial Group | 0.27% | Add +0.7% | 8,661 | $1.5M |
| Lane & Associates LLC | 0.82% | Add +1.6% | 8,629 | $1.5M |
| Titleist Asset Management, LLC | 0.22% | Add +61.5% | 8,597 | $1.5M |
| Curran Financial Partners, LLC | 0.43% | Add +11.4% | 8,594 | $1.5M |
| Prosperity Consulting Group, LLC | 0.12% | Add +1.7% | 8,592 | $1.5M |
| Merriman Wealth Management, LLC | 0.06% | Reduce -8.4% | 8,567 | $1.5M |
| Daymark Wealth Partners, LLC | 0.06% | Reduce -2.1% | 8,563 | $1.5M |
| Alpha Financial Partners LLC | 1.06% | New | 8,520 | $1.5M |
| Ehrlich Financial Group | 1.06% | Reduce -8.1% | 8,520 | $1.5M |
| Hartford Funds Management Co LLC | 0.14% | Add +50.1% | 8,459 | $1.5M |
| Marks Group Wealth Management, Inc | 0.14% | Reduce -0.5% | 8,430 | $1.5M |
| Summit Investment Advisory Services, LLC | 0.78% | New | 8,414 | $1.5M |
| Cypress Capital, LLC | 0.38% | Add +28.3% | 8,362 | $1.5M |
| Moloney Securities Asset Management, LLC | 0.20% | Add +3.5% | 8,324 | $1.5M |
| Avalon Capital Management | 0.44% | New | 8,271 | $1.4M |
| Silverleafe Capital Partners, LLC | 0.51% | Reduce -83.1% | 8,233 | $1.4M |
| PBMares Wealth Management LLC | 0.30% | Add +4.8% | 8,231 | $1.4M |
| Wolff Financial Management LLC | 0.39% | New | 8,209 | $1.4M |
| Freestone Capital Holdings, LLC | 0.05% | Add +163.2% | 8,162 | $1.4M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.04% | Add +21.7% | 8,142 | $1.4M |
| Vident Advisory, LLC | 0.04% | Add +0.7% | 8,141 | $1.4M |
| Princeton Global Asset Management LLC | 0.28% | Add +305.1% | 8,135 | $1.4M |
| FinTrust Capital Advisors, LLC | 0.24% | Add +2.4% | 8,131 | $1.4M |
| Silver Oak Securities, Incorporated | 0.15% | Add +15.3% | 8,369 | $1.4M |
| Taylor Hoffman Capital Management LLC | 0.54% | — | 8,216 | $1.4M |
| Forefront Analytics, LLC | 0.66% | Reduce -0.6% | 8,069 | $1.4M |
| FFT Wealth Management LLC | 0.11% | Reduce -2.5% | 8,064 | $1.4M |
| St Germain D J Co. Inc. | 0.06% | Add +5.9% | 8,053 | $1.4M |
| First Bancorp, Inc | 0.98% | No change | 8,044 | $1.4M |
| RS Crum Inc. | 0.33% | Reduce -1.5% | 8,005 | $1.4M |
| Columbus Macro, LLC | 0.51% | Add +14.3% | 8,000 | $1.4M |
| Platform Technology Partners | 0.44% | Reduce -0.2% | 7,984 | $1.4M |
| New England Private Wealth Advisors LLC | 0.22% | Add +0.4% | 7,970 | $1.4M |
| Advocate Group LLC | 0.25% | Add +6.4% | 7,948 | $1.4M |
| Team Hewins, LLC | 0.53% | No change | 7,934 | $1.4M |
| Caitlin John, LLC | 0.89% | Add +7.1% | 7,771 | $1.4M |
| Keystone Wealth Services, LLC | 0.38% | Add +22.9% | 7,833 | $1.4M |
| Hoxton Planning & Management, LLC | 0.53% | Reduce -0.7% | 7,814 | $1.4M |
| PAX Financial Group, LLC | 0.24% | Reduce -4.8% | 7,810 | $1.4M |
| TAP Consulting, LLC | 0.27% | Add +1.1% | 7,807 | $1.4M |
| Norden Group LLC | 0.16% | Add +31.2% | 7,798 | $1.4M |
| Gerber Kawasaki Wealth & Investment Management | 0.06% | Add +63.6% | 7,757 | $1.4M |
| Galvin, Gaustad & Stein, LLC | 0.12% | Add +3.5% | 7,707 | $1.3M |
| Newman Dignan & Sheerar, Inc. | 0.32% | Reduce -0.8% | 7,683 | $1.3M |
| Evernest Financial Advisors, LLC | 0.36% | Reduce -7.8% | 7,674 | $1.3M |
| Southland Equity Partners LLC | 0.32% | Reduce -48.6% | 7,608 | $1.3M |
| MidAtlantic Capital Management, Inc. | 0.97% | Add +7.0% | 7,596 | $1.3M |
| Wealth Management Resources, Inc. | 0.53% | Add +18.6% | 7,582 | $1.3M |
| O'Connor Financial Group LLC | 0.69% | Reduce -16.3% | 7,573 | $1.3M |
| Evolution Wealth Advisors, LLC | 0.24% | Add +26.0% | 7,552 | $1.3M |
| Investments & Financial Planning, LLC | 0.83% | Reduce -0.3% | 7,543 | $1.3M |
| Mission Creek Capital Partners, Inc. | 0.31% | Add +8.4% | 7,525 | $1.3M |
| Barnes Pettey Financial Advisors, LLC | 1.04% | Add +52.1% | 7,477 | $1.3M |
| Carlson Capital Management | 0.06% | Reduce -3.7% | 7,472 | $1.3M |
| Diversify Advisory Services, LLC | 0.07% | Add +1.7% | 7,294 | $1.3M |
| Centaurus Financial, Inc. | 0.08% | Reduce -78.9% | 7,227 | $1.3M |
| Pine Harbor Wealth Management, LLC | 0.63% | Reduce -42.2% | 7,222 | $1.3M |
| Roberts Glore & Co. Inc. | 0.36% | Add +0.8% | 7,212 | $1.3M |
| Summit Financial Strategies, Inc. | 0.14% | Add +3.8% | 7,166 | $1.3M |
| Orcam Financial Group | 1.21% | Add +34.1% | 7,159 | $1.2M |
| Scotia Capital Inc. | 0.01% | Add +3.2% | 7,150 | $1.2M |
| Procyon Advisors, LLC | 0.09% | Add +18.8% | 7,145 | $1.2M |
| Certus Wealth Management, LLC | 0.87% | Reduce -67.3% | 7,131 | $1.2M |
| Round Rock Advisors LLC | 0.29% | Reduce -3.0% | 7,036 | $1.2M |
| Elios Financial Group Inc. | 0.56% | — | 6,999 | $1.2M |
| Founders Financial Alliance, LLC | 0.34% | Add +1.4% | 6,984 | $1.2M |
| Cozad Asset Management Inc. | 0.12% | Add +1.9% | 6,980 | $1.2M |
| Wealth Alliance, LLC | 0.15% | Reduce -10.0% | 6,973 | $1.2M |
| Longview Financial Advisors, Inc. | 0.89% | Add +0.0% | 6,968 | $1.2M |
| Tennessee Valley Asset Management Partners | 0.20% | Add +0.0% | 6,896 | $1.2M |
| Vawter Financial, Ltd. | 0.74% | Add +6.1% | 6,927 | $1.2M |
| Beacon Capital Management, LLC | 0.17% | Reduce -10.5% | 6,919 | $1.2M |
| Wealthstream Advisors, Inc. | 0.22% | Add +1.1% | 6,907 | $1.2M |
| Essex LLC | 0.25% | Add +16.1% | 6,893 | $1.2M |
| High Net Worth Advisory Group LLC | 0.33% | Add +15.2% | 6,860 | $1.2M |
| Burns J W & Co. Inc. | 0.15% | Reduce -0.7% | 6,823 | $1.2M |
| Kelly Financial Services LLC | 0.44% | Add +0.3% | 6,820 | $1.2M |
| JFG Wealth Management, LLC | 0.33% | Add +87.2% | 6,789 | $1.2M |
| GM Advisory Group, LLC | 0.07% | Add +23.2% | 6,789 | $1.2M |
| Two Sigma Securities, LLC | 0.09% | Reduce -19.4% | 6,750 | $1.2M |
| CIC Wealth, LLC | 0.30% | Add +0.7% | 6,748 | $1.2M |
| King Wealth Management Group | 0.18% | Reduce -57.5% | 6,738 | $1.2M |
| Parkside Financial Bank & Trust | 0.16% | Reduce -0.2% | 6,729 | $1.2M |
| Harmony Asset Management LLC | 0.43% | Add +18.0% | 6,704 | $1.2M |
| Roof Eidam Maycock Peralta, LLC | 0.30% | Add +219.2% | 6,703 | $1.2M |
| RiverFront Investment Group, LLC | 0.03% | Reduce -1.5% | 6,703 | $1.2M |
| Fielder Capital Group LLC | 0.39% | Reduce -27.3% | 6,677 | $1.2M |
| Sugarloaf Wealth Management, LLC | 0.20% | Add +9.4% | 6,671 | $1.2M |
| Financial Perspectives, Inc | 0.40% | Add +0.9% | 6,636 | $1.2M |
| FineMark National Bank & Trust | 0.04% | Add +43.7% | 6,627 | $1.2M |
| Castlekeep Investment Advisors LLC | 0.79% | No change | 6,623 | $1.2M |
| Banco Santander, S.A. | 0.01% | Reduce -12.1% | 6,609 | $1.2M |
| CORDA Investment Management, LLC. | 0.09% | New | 6,607 | $1.2M |
| FSA Wealth Management LLC | 0.46% | — | 6,603 | $1.2M |
| Bowman & Co S.C. | 0.61% | Reduce -6.6% | 6,586 | $1.1M |
| Rede Wealth, LLC | 0.44% | Add +4.2% | 6,576 | $1.1M |
| Global Financial Private Client, LLC | 0.45% | No change | 6,562 | $1.1M |
| HBK Sorce Advisory LLC | 0.03% | Reduce -24.2% | 6,561 | $1.1M |
| Smithfield Trust Co | 0.06% | Reduce -31.2% | 6,560 | $1.1M |
| Operose Advisors LLC | 0.37% | Add +359.2% | 6,521 | $1.1M |
| Econ Financial Services Corp | 0.64% | Reduce -57.9% | 6,509 | $1.1M |
| Clark Capital Management Group, Inc. | 0.01% | Add +8.2% | 6,502 | $1.1M |
| Absolute Capital Management, LLC | 0.67% | Add +12.0% | 6,460 | $1.1M |
| American Trust | 0.09% | Add +15.1% | 6,456 | $1.1M |
| VeraBank, N.A. | 0.33% | Add +0.2% | 6,409 | $1.1M |
| Berkeley Capital Partners, LLC | 0.32% | Reduce -0.7% | 6,404 | $1.1M |
| WP Advisors, LLC | 0.41% | Reduce -5.5% | 6,394 | $1.1M |
| Chatham Capital Group, Inc. | 0.18% | Add +6.7% | 6,360 | $1.1M |
| Boston Partners | 0.00% | Add +14.0% | 6,350 | $1.1M |
| Canvas Wealth Advisors, LLC | 0.31% | Add +5.3% | 6,337 | $1.1M |
| Wrapmanager Inc. | 0.29% | Add +4.3% | 6,332 | $1.1M |
| Brave Asset Management Inc. | 0.27% | No change | 6,327 | $1.1M |
| Kraft, Davis & Associates, LLC | 0.33% | Reduce -4.6% | 6,394 | $1.1M |
| Ardent Capital Management, Inc. | 0.50% | No change | 6,315 | $1.1M |
| Endowment Wealth Management, Inc. | 0.72% | Reduce -3.4% | 6,299 | $1.1M |
| WASHINGTON TRUST Co | 0.04% | Reduce -1.5% | 6,292 | $1.1M |
| Wealth Management Partners, LLC | 0.51% | No change | 6,268 | $1.1M |
| Dark Forest Capital Management LP | 0.14% | Add +63.1% | 6,255 | $1.1M |
| Texas Capital Bank Wealth Management Services Inc | 0.11% | Add +4.5% | 6,232 | $1.1M |
| Montecito Bank & Trust | 0.18% | No change | 6,210 | $1.1M |
| Forum Financial Management, LP | 0.02% | Add +13.1% | 6,208 | $1.1M |
| FSC Wealth Advisors, LLC | 0.78% | Add +13.4% | 6,184 | $1.1M |
| JT Stratford LLC | 0.18% | Add +1.7% | 6,153 | $1.1M |
| Summit Financial Wealth Advisors, LLC | 0.20% | New | 6,149 | $1.1M |
| Aspen Wealth Management LLC | 0.33% | Add +0.5% | 6,140 | $1.1M |
| Rather & Kittrell, Inc. | 0.26% | Add +41.9% | 6,135 | $1.1M |
| Teachers Insurance & Annuity Association of America | 1.63% | — | 6,126 | $1.1M |
| Battery Global Advisors, LLC | 0.58% | No change | 6,113 | $1.1M |
| Arete Wealth Advisors, LLC | 0.09% | Reduce -29.3% | 6,095 | $1.1M |
| Pinnacle Financial Group, LLC / IL | 0.42% | Add +4.7% | 6,080 | $1.1M |
| Veltria Advisors Corp. | 0.42% | Add +54.3% | 6,066 | $1.1M |
| Fiduciary Financial Group, LLC | 0.24% | Add +17.6% | 6,075 | $1.1M |
| Peak Financial Management, Inc. | 0.31% | Reduce -0.1% | 6,011 | $1.0M |
| Advance Capital Management, Inc. | 0.05% | Reduce -0.5% | 6,005 | $1.0M |
| Petix & Botte Co | 0.28% | Add +0.1% | 5,998 | $1.0M |
| Private Client Services, LLC | 0.56% | Add +0.2% | 5,981 | $1.0M |
| First National Trust Co | 0.04% | Add +5.2% | 5,980 | $1.0M |
| Dana Investment Advisors, Inc. | 0.03% | Reduce -0.5% | 5,947 | $1.0M |
| Lanark Financial, Inc. | 0.09% | Add +1.0% | 5,946 | $1.0M |
| Ascentis Independent Advisors | 0.16% | Add +47.3% | 5,929 | $1.0M |
| Patron Partners, LLC | 0.57% | Add +0.8% | 5,917 | $1.0M |
| Country Club Bank | 0.07% | Reduce -5.5% | 5,937 | $1.0M |
| Selective Wealth Management, Inc. | 0.43% | No change | 5,949 | $1.0M |
| Redwood Financial Network Corp | 0.80% | Add +3.5% | 5,891 | $1.0M |
| Retirement Income Solutions, Inc. | 0.23% | No change | 5,873 | $1.0M |
| Unconventional Investor, LLC | 0.64% | Add +1.2% | 5,863 | $1.0M |
| Cedar Mountain Advisors, LLC | 0.23% | Add +663.4% | 5,832 | $1.0M |
| Barry Investment Advisors, LLC | 0.31% | Add +0.5% | 5,825 | $1.0M |
| Lam Group, Inc. | 0.72% | Reduce -0.8% | 5,815 | $1.0M |
| Arrow Investment Advisors, LLC | 0.94% | New | 5,803 | $1.0M |
| Pinnacle Bancorp, Inc. | 0.27% | Add +0.7% | 5,799 | $1.0M |
| MB Generational Wealth, LLC | 0.73% | No change | 5,781 | $1.0M |
| Foster & Motley Inc. | 0.06% | Reduce -1.7% | 5,749 | $1.0M |
| Abbot Financial Management, Inc. | 0.50% | Reduce -3.9% | 5,731 | $1.0M |
| Cibc World Market Inc. | 0.00% | Reduce -26.6% | 5,728 | $1.0M |
| Noesis Capital Mangement Corp. | 0.20% | Reduce -51.7% | 5,725 | $999K |
| 626 Financial, LLC | 0.55% | No change | 5,713 | $997K |
| Diligent Investors, LLC | 0.23% | Reduce -12.2% | 5,711 | $997K |
| Fort Sheridan Advisors LLC | 0.15% | Add +11.3% | 5,703 | $996K |
| CGC Financial Services, LLC | 0.40% | No change | 5,692 | $994K |
| Alesco Advisors, LLC, An ESL Co | 0.03% | No change | 5,670 | $990K |
| Gould Asset Management LLC | 0.21% | Add +2.7% | 5,669 | $990K |
| Onyx Bridge Wealth Group LLC | 0.15% | Add +10.9% | 5,662 | $988K |
| Walkner Condon Financial Advisors LLC | 0.20% | Add +0.1% | 5,634 | $984K |
| Inspirion Wealth Advisors, LLC | 0.14% | No change | 5,629 | $983K |
| Laird Norton Wetherby Wealth Management, LLC | 0.04% | Add +28.2% | 5,626 | $982K |
| James J. Burns & Company, LLC | 0.18% | Add +4.0% | 5,601 | $978K |
| Creekside Partners | 0.50% | Add +0.2% | 5,583 | $975K |
| Alaska Wealth Advisors, LLC | 0.15% | Reduce -0.1% | 5,564 | $971K |
| Bull Oak Capital, LLC | 0.56% | New | 5,542 | $967K |
| Simplicity Wealth,LLC | 0.09% | Reduce -99.0% | 5,525 | $964K |
| My Legacy Advisors, LLC | 0.38% | Reduce -40.6% | 5,520 | $964K |
| SignalPoint Asset Management, LLC | 0.22% | Reduce -1.9% | 5,525 | $961K |
| Olde Wealth Management, LLC | 0.34% | Reduce -0.7% | 5,456 | $952K |
| Thompson Davis & Co., Inc. | 0.70% | Reduce -2.8% | 5,446 | $951K |
| Squire Investment Management Company, LLC | 0.45% | Add +5.8% | 5,429 | $948K |
| Atticus Wealth Management, LLC | 0.30% | Add +0.1% | 5,424 | $947K |
| Checchi Capital Advisers, LLC | 0.07% | Add +10.3% | 5,423 | $947K |
| Kestra Investment Management, LLC | 0.04% | Reduce -93.1% | 5,401 | $943K |
| TFC Financial Management, Inc. | 0.15% | Add +0.1% | 5,401 | $943K |
| Keener Financial Planning LLC | 0.61% | Reduce -5.5% | 5,365 | $936K |
| Headinvest, LLC | 0.17% | No change | 5,336 | $932K |
| Weaver Consulting Group | 0.30% | Add +10.1% | 5,331 | $931K |
| Colonial Trust Co / SC | 0.14% | Add +40.3% | 5,321 | $929K |
| Shufro Rose & Co. LLC | 0.08% | No change | 5,757 | $924K |
| Capital Management Associates, Inc | 0.38% | Add +0.7% | 5,276 | $921K |
| Waterfront Wealth Inc. | 0.23% | Add +24.8% | 5,280 | $919K |
| Annandale Capital, LLC | 0.18% | No change | 5,261 | $918K |
| Cobblestone Capital Advisors LLC | 0.05% | No change | 5,244 | $915K |
| Tyler-Stone Wealth Management | 0.17% | Add +465.9% | 5,229 | $913K |
| Brown Miller Wealth Management, LLC | 0.35% | No change | 5,220 | $911K |
| Cape Cod Five Cents Savings Bank | 0.08% | Add +73.0% | 5,212 | $910K |
| Monterey Private Wealth, Inc. | 0.31% | Reduce -0.6% | 5,211 | $910K |
| Silver Oak Advisory Group, Inc. | 0.47% | Add +0.1% | 5,208 | $909K |
| Stelac Advisory Services LLC | 0.37% | No change | 5,200 | $908K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.35% | Add +21.3% | 5,286 | $908K |
| Talisman Wealth Advisors LLC | 0.95% | Add +0.5% | 5,189 | $903K |
| Cohen Investment Advisors LLC | 0.55% | Add +3.9% | 5,169 | $902K |
| Ironwood Financial, llc | 0.19% | Add +20.3% | 5,163 | $901K |
| Cannon Financial Strategists, Inc. | 0.16% | Reduce -12.0% | 5,149 | $899K |
| C M Bidwell & Associates Ltd. | 0.55% | Reduce -0.4% | 5,146 | $898K |
| FSA Advisors, Inc. | 0.89% | Add +1.6% | 5,158 | $896K |
| Towneley Capital Management, Inc / DE | 0.20% | Reduce -30.5% | 5,128 | $895K |
| Boston Financial Mangement LLC | 0.03% | Add +5.1% | 5,117 | $893K |
| TCI Wealth Advisors, Inc. | 0.07% | Add +16.1% | 5,095 | $889K |
| Essex Bank | 0.22% | Reduce -41.5% | 5,089 | $888K |
| Hutchens & Kramer Investment Management Group, LLC | 0.49% | Reduce -17.2% | 5,090 | $886K |
| Howe & Rusling Inc. | 0.08% | Reduce -0.9% | 5,071 | $885K |
| Lumbard & Kellner, LLC | 0.39% | Add +42.1% | 5,065 | $884K |
| CVA Family Office, LLC | 0.14% | Reduce -0.9% | 5,047 | $881K |
| Security National Bank of So Dak | 0.49% | No change | 5,039 | $880K |
| Heritage Investment Group, Inc. | 0.17% | Add +0.2% | 5,017 | $876K |
| Curi Capital, LLC | 0.02% | Reduce -24.0% | 4,996 | $872K |
| Trust Co. of Vermont | 0.04% | Reduce -2.0% | 4,979 | $869K |
| Calamos Wealth Management LLC | 0.05% | Add +18.5% | 4,973 | $868K |
| Jackson, Grant Investment Advisers, Inc. | 0.32% | Add +0.6% | 4,970 | $868K |
| Zacks Investment Management | 0.01% | Reduce -8.9% | 4,969 | $867K |
| TrueWealth Advisors, LLC | 0.29% | Reduce -23.6% | 4,966 | $867K |
| Raleigh Capital Management Inc. | 0.33% | Add +1.0% | 4,948 | $864K |
| Bedel Financial Consulting, Inc. | 0.12% | Reduce -5.8% | 4,942 | $863K |
| Armbruster Capital Management, Inc. | 0.17% | Reduce -7.9% | 4,939 | $862K |
| Mogy Joel R Investment Counsel Inc. | 0.05% | Reduce -0.5% | 4,910 | $857K |
| Bristlecone Advisors, LLC | 0.07% | Add +0.1% | 4,899 | $855K |
| Callan Capital, LLC | 0.06% | Add +2.5% | 4,892 | $854K |
| Kitching Partners, LLC | 1.15% | Reduce -2.4% | 4,892 | $854K |
| Kohmann Bosshard Financial Services, LLC | 0.11% | No change | 4,881 | $852K |
| Net Worth Advisory Group | 0.25% | — | 4,877 | $851K |
| Linscomb Wealth, Inc. | 0.04% | Reduce -1.2% | 4,864 | $849K |
| Beese Fulmer Investment Management, Inc. | 0.07% | Add +4.3% | 4,849 | $846K |
| Dearborn Partners LLC | 0.03% | Add +0.0% | 4,831 | $843K |
| J. Goldman & Co LP | 0.04% | New | 4,825 | $842K |
| Pecaut & Co. | 0.30% | Reduce -1.8% | 4,816 | $841K |
| Northstar Advisory Group, LLC | 0.44% | Reduce -3.9% | 4,799 | $838K |
| Rathbones Group PLC | 0.00% | Add +4.3% | 4,795 | $837K |
| apricus wealth, LLC | 0.55% | No change | 4,785 | $835K |
| Acorn Wealth Advisors, LLC | 0.36% | Reduce -5.8% | 4,775 | $834K |
| Corepath Wealth Partners LLC | 0.81% | Reduce -2.2% | 4,692 | $832K |
| Trail Ridge Investment Advisors, LLC | 0.40% | Add +1.5% | 4,739 | $832K |
| Naviter Wealth, LLC | 0.12% | Add +2.0% | 4,761 | $831K |
| Northwest Bancshares, Inc. | 0.14% | No change | 4,737 | $827K |
| Kathleen S. Wright Associates Inc. | 0.34% | Add +7.7% | 4,730 | $826K |
| Hill Investment Group Partners, LLC | 0.11% | Reduce -0.2% | 5,168 | $826K |
| 1ST Source Bank | 0.05% | Add +138.4% | 4,685 | $818K |
| Cannon Wealth Management Services, LLC | 0.74% | — | 4,662 | $814K |
| Townsend Asset Management Corp. /NC/ | 0.30% | Add +0.6% | 4,657 | $813K |
| TNF LLC | 0.29% | Add +1.1% | 4,647 | $812K |
| Latitude Advisors, LLC | 0.46% | Add +0.5% | 4,631 | $808K |
| Allie Family Office LLC | 0.44% | No change | 4,630 | $808K |
| LaFleur & Godfrey LLC | 0.11% | Add +9.8% | 4,627 | $808K |
| Rothschild Wealth LLC | 0.24% | Reduce -20.4% | 4,609 | $805K |
| Twin City Private Wealth, LLC | 0.70% | Add +9.9% | 4,601 | $803K |
| American Money Management, LLC | 0.16% | Reduce -0.1% | 4,581 | $800K |
| American National Bank & Trust | 0.09% | No change | 4,562 | $796K |
| Bremer Bank National Association | 0.15% | No change | 4,558 | $796K |
| Icon Wealth Advisors, LLC | 0.07% | Add +3.3% | 4,556 | $795K |
| Talon Private Wealth, LLC | 0.17% | — | 4,531 | $791K |
| FC Advisory LLC | 0.27% | Reduce -0.6% | 4,523 | $790K |
| ORG Partners LLC | 0.13% | Reduce -35.9% | 4,513 | $789K |
| Silver Coast Investments LLC | 0.29% | Add +4.5% | 4,506 | $787K |
| Stokes Family Office, LLC | 0.09% | Add +1.1% | 4,506 | $787K |
| Ally Invest Advisors Inc. | 0.07% | Reduce -9.2% | 4,501 | $786K |
| Salem Investment Counselors Inc. | 0.02% | Reduce -0.1% | 4,495 | $785K |
| Summit Wealth Partners, LLC | 0.15% | Add +4.8% | 4,482 | $782K |
| Klingman & Associates, LLC | 0.05% | No change | 4,459 | $778K |
| Rf&l Wealth Management, LLC | 0.55% | Reduce -4.8% | 4,455 | $778K |
| Everpar Advisors LLC | 0.40% | Reduce -2.5% | 4,453 | $777K |
| FAS Wealth Partners, Inc. | 0.06% | Add +0.9% | 4,449 | $777K |
| Capital Advisors Inc. | 0.02% | Add +0.1% | 4,436 | $774K |
| Horizon Investment Services, LLC | 0.33% | Add +2.8% | 4,414 | $771K |
| Curtis Advisory Group, LLC | 0.22% | Reduce -0.1% | 4,408 | $770K |
| Allred Capital Management, LLC | 0.30% | Add +0.6% | 4,409 | $769K |
| TrinityPoint Wealth, LLC | 0.11% | Reduce -2.4% | 4,378 | $764K |
| Discipline Wealth Solutions, LLC | 0.40% | Add +42.8% | 4,356 | $760K |
| Guardian Asset Advisors, LLC | 0.52% | Add +0.4% | 4,356 | $760K |
| Richard W. Paul & Associates, LLC | 0.27% | Reduce -3.8% | 4,340 | $758K |
| Conservest Capital Advisors, Inc. | 0.08% | No change | 4,652 | $758K |
| Edgestream Partners, L.P. | 0.03% | Reduce -59.3% | 4,327 | $755K |
| Ashford Advisors, LLC | 0.17% | No change | 4,293 | $749K |
| EFG Asset Management (Americas) Corp. | 0.15% | Reduce -15.9% | 4,286 | $748K |
| Traynor Capital Management, Inc. | 0.06% | Add +38.6% | 4,275 | $746K |
| Planning Center, Inc. | 0.09% | No change | 4,235 | $739K |
| Caldwell Sutter Capital, Inc. | 0.34% | Add +4.5% | 4,231 | $739K |
| Boston Mountain Money Management Inc. | 0.43% | Reduce -3.5% | 4,223 | $737K |
| Asset Allocation Strategies LLC | 0.21% | Add +191.9% | 4,203 | $734K |
| BlueSky Wealth Advisors, LLC | 0.11% | Reduce -1.1% | 4,199 | $733K |
| Old Second National Bank of Aurora | 0.18% | No change | 4,194 | $732K |
| tru Independence LLC | 0.21% | Add +49.6% | 4,193 | $732K |
| First Community Trust NA | 0.60% | No change | 4,178 | $729K |
| Buska Wealth Management, LLC | 0.25% | Add +132.1% | 4,164 | $727K |
| AMG National Trust Bank | 0.02% | Reduce -11.3% | 4,159 | $726K |
| Arrowroot Family Office, LLC | 0.42% | Reduce -3.5% | 4,158 | $726K |
| Pekin Hardy Strauss, Inc. | 0.09% | Add +12.6% | 4,156 | $725K |
| Kavar Capital Partners Group, LLC | 0.11% | Reduce -0.7% | 4,150 | $724K |
| Baker Ellis Asset Management LLC | 0.10% | No change | 4,140 | $723K |
| Cassaday & Co Wealth Management LLC | 0.02% | Reduce -15.0% | 4,134 | $722K |
| Gerber, LLC | 0.53% | Add +20.2% | 4,131 | $721K |
| Meridian Management Co. | 0.18% | Add +0.2% | 4,127 | $720K |
| HBW Advisory Services LLC | 0.10% | Reduce -10.5% | 4,111 | $718K |
| Archer Investment Corp | 0.19% | Reduce -12.3% | 4,108 | $717K |
| NCM Capital Management, LLC | 0.34% | Reduce -6.2% | 4,102 | $716K |
| Essex Private Wealth Management, LLC | 1.68% | No change | 4,093 | $715K |
| Fairman Group, LLC | 0.64% | Reduce -4.6% | 4,081 | $712K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +53.1% | 4,073 | $711K |
| Obermeyer Wealth Partners | 0.04% | No change | 4,060 | $709K |
| Busey Bank | 0.02% | Add +17.9% | 4,030 | $704K |
| Total Clarity Wealth Management, Inc. | 0.23% | Add +0.3% | 4,029 | $703K |
| Bouchey Financial Group, Ltd. | 0.06% | No change | 4,011 | $700K |
| Lincoln Capital LLC | 0.15% | Add +1.1% | 4,001 | $698K |
| Code Waechter LLC | 0.67% | — | 4,000 | $698K |
| RPG Investment Advisory, LLC | 0.10% | Reduce -3.1% | 3,992 | $697K |
| Modern Wealth Management, LLC | 0.04% | Add +0.2% | 3,977 | $694K |
| Chapin Davis, Inc. | 0.22% | Add +7.1% | 3,964 | $692K |
| Apollon Financial, LLC | 0.20% | Reduce -0.3% | 3,963 | $692K |
| Legacy Private Trust Co. | 0.05% | Add +25.7% | 3,957 | $691K |
| Sunbelt Securities, Inc. | 0.07% | Add +19.6% | 3,953 | $690K |
| Sutton Place Investors LLC | 0.42% | Reduce -14.0% | 3,948 | $689K |
| Hibernia Wealth Partners, LLC | 0.24% | New | 3,936 | $687K |
| Institute for Wealth Management, LLC. | 0.09% | Add +7.2% | 3,927 | $686K |
| One Wealth Advisors, LLC | 0.10% | No change | 3,920 | $684K |
| 1900 Wealth Management LLC | 0.06% | No change | 3,919 | $684K |
| Triangle Securities Wealth Management | 0.18% | Reduce -1.0% | 3,906 | $682K |
| Uhlmann Price Securities, LLC | 0.54% | — | 3,906 | $682K |
| Atlantic Union Bankshares Corp | 0.04% | Reduce -3.1% | 3,882 | $678K |
| Matrix Asset Advisors Inc. | 0.08% | Add +155.1% | 3,877 | $677K |
| ARK & TLK Investments, LLC | 0.24% | Reduce -2.2% | 3,870 | $676K |
| Rockwood Wealth Management, LLC | 0.07% | Add +10.1% | 3,870 | $676K |
| Strategic Wealth Partners, Ltd. | 0.06% | Reduce -12.3% | 3,840 | $670K |
| Hamilton Wealth, LLC | 0.16% | New | 3,835 | $669K |
| Ausdal Financial Partners, Inc. | 0.07% | Reduce -3.6% | 3,832 | $669K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | Reduce -0.7% | 3,807 | $666K |
| Confluence Wealth Services, Inc. | 0.05% | Add +1.6% | 3,812 | $665K |
| Brown Brothers Harriman & Co. | 0.00% | Add +4.4% | 3,807 | $665K |
| Tanglewood Legacy Advisors, LLC | 0.29% | No change | 3,801 | $664K |
| Allegheny Financial Group | 0.16% | Reduce -16.5% | 3,800 | $663K |
| Geometric Wealth Advisors | 0.12% | Reduce -2.7% | 3,797 | $663K |
| Heritage Wealth Advisors | 0.03% | No change | 3,787 | $661K |
| Westmount Partners, LLC | 0.20% | Reduce -3.0% | 3,786 | $661K |
| Sachem Hill LLC | 0.13% | Reduce -0.6% | 3,770 | $658K |
| Fort Pitt Capital Group, LLC | 0.02% | Add +3.5% | 3,768 | $658K |
| Tiller Private Wealth, Inc. | 0.27% | Reduce -5.8% | 3,760 | $656K |
| Cypress Wealth Services, LLC | 0.14% | No change | 3,758 | $656K |
| Hancock Whitney Corp. | 0.02% | No change | 3,726 | $650K |
| LMG Wealth Partners, LLC | 0.15% | Reduce -6.5% | 3,721 | $650K |
| Shira Ridge Wealth Management | 0.33% | Add +1.8% | 3,695 | $645K |
| Colonial River Investments, LLC | 0.32% | Reduce -4.2% | 3,692 | $645K |
| Certuity, LLC | 0.07% | Reduce -12.0% | 3,680 | $642K |
| Tarbox Family Office, Inc. | 0.11% | Add +0.1% | 3,676 | $642K |
| Syntegra Private Wealth Group, LLC | 0.07% | Add +14.3% | 3,671 | $641K |
| Brown, Lisle/Cummings, Inc. | 0.19% | Reduce -0.9% | 3,662 | $639K |
| Tilson Financial Group, Inc. | 0.28% | New | 3,661 | $639K |
| Eagle Global Advisors LLC | 0.03% | No change | 3,645 | $636K |
| Accelerate Investment Advisors LLC | 0.62% | — | 3,641 | $636K |
| Windsor Capital Management, LLC | 0.18% | Add +0.0% | 3,641 | $636K |
| Proficio Capital Partners LLC | 0.06% | Reduce -22.4% | 3,640 | $635K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 3,615 | $631K |
| Mason Investment Advisory Services, Inc. | 0.04% | Add +18.6% | 3,603 | $629K |
| Fairscale Capital, LLC | 0.55% | Add +0.0% | 3,602 | $629K |
| Glen Eagle Advisors, LLC | 0.11% | Add +0.5% | 3,601 | $629K |
| Guardian Wealth Advisors, LLC / NC | 0.07% | Add +20.9% | 3,600 | $628K |
| Proffitt & Goodson Inc. | 0.10% | Reduce -4.0% | 3,597 | $628K |
| CPR Investments Inc. | 0.59% | New | 3,595 | $628K |
| Wesbanco Bank Inc. | 0.02% | Reduce -4.0% | 3,568 | $623K |
| Planned Solutions, Inc. | 0.25% | No change | 3,563 | $622K |
| Midwest Financial Group LLC | 0.36% | Add +29.4% | 3,557 | $621K |
| Indiana Trust & Investment Management Co | 0.21% | No change | 3,546 | $619K |
| Calton & Associates, Inc. | 0.24% | New | 3,539 | $618K |
| Diversify Wealth Management, LLC | 0.06% | New | 3,512 | $616K |
| 180 Wealth Advisors, LLC | 0.10% | Reduce -0.8% | 3,523 | $615K |
| River Street Advisors LLC | 0.34% | Add +29.1% | 3,518 | $614K |
| Howard Bailey Securities, LLC | 0.23% | — | 3,510 | $613K |
| Carl P. Sherr & Co., LLC | 0.32% | No change | 3,502 | $611K |
| Trivium Point Advisory, LLC | 0.08% | Reduce -4.7% | 3,424 | $609K |
| Detalus Advisors, LLC | 0.20% | Reduce -1.0% | 3,489 | $609K |
| World Equity Group, Inc. | 0.22% | Add +5.0% | 3,458 | $604K |
| Life Planning Partners, Inc | 0.54% | Reduce -3.4% | 3,442 | $601K |
| Williams Jones Wealth Management, LLC. | 0.01% | Add +0.0% | 3,437 | $600K |
| L. Roy Papp & Associates, LLP | 0.07% | Add +16.6% | 3,435 | $600K |
| DDD Partners, LLC | 0.07% | Add +0.0% | 3,431 | $599K |
| Hamilton Point Investment Advisors, LLC | 0.11% | No change | 3,400 | $594K |
| SJS Investment Consulting Inc. | 0.10% | Reduce -2.9% | 3,400 | $594K |
| Capital World Investors | 0.00% | New | 3,410 | $593K |
| River Wealth Advisors LLC | 0.08% | New | 3,390 | $592K |
| Bogart Wealth, LLC | 0.03% | Add +3.4% | 3,366 | $588K |
| DGS Capital Management, LLC | 0.16% | Add +9.3% | 3,355 | $586K |
| VPR Management LLC | 0.20% | No change | 3,350 | $585K |
| Altiora Financial Group, LLC | 0.13% | Add +5.4% | 3,342 | $583K |
| Fairhaven Wealth Management, LLC | 0.18% | No change | 3,341 | $583K |
| Ullmann Wealth Partners Group, LLC | 0.08% | Reduce -7.9% | 3,339 | $583K |
| Private Management Group Inc. | 0.02% | No change | 3,328 | $581K |
| CWC Advisors, LLC. | 0.57% | — | 3,325 | $580K |
| Financial Gravity Companies, Inc. | 0.15% | — | 3,312 | $578K |
| Petra Financial Advisors Inc. | 0.38% | Add +32.2% | 3,306 | $577K |
| Sage Financial Management Group, Inc. | 0.22% | New | 3,302 | $576K |
| Omnia Family Wealth, LLC | 0.25% | New | 3,296 | $575K |
| S&co Inc. | 0.04% | No change | 3,297 | $575K |
| First National Advisers, LLC | 0.09% | Add +1.1% | 3,291 | $575K |
| Fortis Capital Advisors, LLC | 0.19% | Reduce -4.9% | 3,268 | $570K |
| Harris Associates (Oakmark Funds) | 0.00% | Add +32.8% | 3,263 | $570K |
| Red Door Wealth Management, LLC | 0.09% | No change | 3,261 | $569K |
| Cambiar Investors LLC | 0.02% | Add +70.5% | 3,244 | $566K |
| First Trust Direct Indexing L.P. | 0.03% | Add +18.7% | 3,244 | $566K |
| Means Investment Co., Inc. | 0.06% | Reduce -7.5% | 3,221 | $562K |
| Yoder Wealth Management, Inc. | 0.34% | No change | 3,218 | $562K |
| Towercrest Capital Management | 0.09% | No change | 3,208 | $560K |
| Allen Capital Group, LLC | 0.07% | Reduce -5.0% | 3,198 | $558K |
| Stratos Investment Management, LLC | 0.04% | Reduce -6.7% | 3,190 | $557K |
| German American Bancorp, Inc. | 0.06% | Add +6.7% | 3,179 | $555K |
| Rothschild Capital Partners, LLC | 0.15% | Add +1.6% | 3,173 | $554K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.08% | Reduce -0.8% | 3,167 | $553K |
| Intrinsic Value Partners, LLC | 0.55% | New | 3,162 | $552K |
| Peoples Financial Services Corp. | 0.25% | No change | 3,159 | $551K |
| Glassman Wealth Services | 0.09% | Reduce -0.3% | 3,156 | $551K |
| Murphy Pohlad Asset Management LLC | 0.23% | Add +33.8% | 3,156 | $551K |
| Fort Point Capital Partners LLC | 0.07% | No change | 3,134 | $547K |
| Garland Capital Management Inc. | 0.42% | Reduce -20.5% | 3,129 | $546K |
| Cornerstone Advisors Asset Management, LLC | 0.12% | Reduce -7.6% | 3,122 | $545K |
| GSG Advisors LLC | 0.18% | Add +0.6% | 3,129 | $545K |
| Tenon Financial LLC | 0.36% | No change | 3,113 | $543K |
| Aristotle Capital Management, LLC | 0.00% | Add +44.3% | 3,108 | $543K |
| Goldstein Advisors, LLC | 0.08% | Add +6.6% | 3,067 | $535K |
| Fisher Asset Management | 0.00% | Reduce -44.3% | 3,066 | $535K |
| Holland Advisory Services, Inc. | 0.70% | Add +1.2% | 3,065 | $535K |
| Burney Co./ | 0.02% | Reduce -3.9% | 3,062 | $534K |
| Leading Edge Financial Planning LLC | 0.18% | Reduce -2.3% | 3,054 | $533K |
| Breakwater Investment Management | 0.22% | Add +1.2% | 3,041 | $531K |
| Baron Wealth Management LLC | 0.26% | Add +1.1% | 3,039 | $531K |
| Sentinel Pension Advisors, LLC | 0.10% | Add +2.5% | 3,029 | $529K |
| WFA Asset Management Corp | 0.29% | Add +0.9% | 3,026 | $528K |
| Evercore Wealth Management, LLC | 0.01% | Reduce -8.1% | 3,025 | $528K |
| CM Wealth Advisors LLC | 0.17% | No change | 3,023 | $528K |
| J. Safra Sarasin Holding AG | 0.01% | No change | 3,000 | $524K |
| SilverOak Wealth Management LLC | 0.12% | No change | 2,994 | $523K |
| Weatherly Asset Management L. P. | 0.05% | No change | 2,994 | $523K |
| Capital Group Private Client Services, Inc. | 0.01% | Reduce -6.8% | 2,987 | $521K |
| Investmark Advisory Group LLC | 0.25% | Add +1.2% | 2,972 | $519K |
| Millington Financial Advisors, LLC | 0.32% | Add +0.1% | 2,954 | $516K |
| Pacific Sage Partners, LLC | 0.12% | Reduce -0.5% | 2,944 | $514K |
| Stonebridge Financial Planning Group, LLC | 0.24% | Add +3.5% | 2,930 | $511K |
| Traphagen Investment Advisors LLC | 0.05% | Reduce -5.6% | 2,929 | $511K |
| Trilogy Capital Inc. | 0.03% | Reduce -0.1% | 2,924 | $510K |
| Moseley Investment Management Inc. | 0.20% | Reduce -0.5% | 2,921 | $510K |
| McNamara Financial Services, Inc. | 0.10% | Reduce -31.4% | 2,910 | $508K |
| Balefire, LLC | 0.17% | Add +13.6% | 2,903 | $507K |
| Meritage Portfolio Management | 0.03% | Reduce -0.9% | 2,898 | $506K |
| Balboa Wealth Partners | 0.13% | Add +25.1% | 2,895 | $505K |
| Aprio Wealth Management, LLC | 0.08% | Add +4.4% | 2,893 | $505K |
| Center For Asset Management LLC | 0.30% | Add +1.4% | 2,870 | $501K |
| Capital International Investors | 0.00% | New | 2,863 | $498K |
| Cambridge Advisors Inc. | 0.11% | No change | 2,850 | $498K |
| Meridian Wealth Advisors, LLC | 0.08% | No change | 2,841 | $496K |
| Crescent Grove Advisors, LLC | 0.05% | No change | 2,839 | $496K |
| Hoey Investments, Inc. | 0.09% | No change | 3,089 | $496K |
| Patton Albertson Miller Group, LLC | 0.07% | No change | 2,835 | $495K |
| Wealth Quarterback LLC | 0.26% | Reduce -6.5% | 2,834 | $495K |
| M3 Advisory Group, LLC | 0.36% | Add +3.6% | 2,814 | $491K |
| Caldwell Trust Co | 0.05% | No change | 2,814 | $491K |
| Ballast, Inc. | 0.14% | No change | 2,811 | $491K |
| Bison Wealth, LLC | 0.08% | Reduce -48.7% | 2,794 | $488K |
| Cultivar Capital, Inc. | 0.40% | No change | 2,789 | $487K |
| Mason & Associates, LLC | 0.15% | No change | 2,776 | $485K |
| Summit Asset Management, LLC | 0.06% | Add +8.3% | 2,776 | $485K |
| Bank of New Hampshire | 0.12% | Reduce -20.3% | 2,765 | $483K |
| Bryant Woods Investment Advisors, LLC | 0.25% | Add +2.9% | 2,759 | $482K |
| ICONIQ Capital, LLC | 0.01% | Add +1.1% | 2,755 | $481K |
| Fiduciary Group, LLC | 0.05% | Reduce -1.0% | 2,747 | $480K |
| TruNorth Capital Management, LLC | 0.14% | No change | 2,737 | $478K |
| Berkeley, Inc | 0.14% | Add +100.3% | 2,736 | $478K |
| Graypoint LLC | 0.03% | Reduce -1.7% | 2,724 | $475K |
| ZynergyRetirementPlanningLLC | 0.33% | Reduce -0.8% | 2,721 | $475K |
| LexAurum Advisors, LLC | 0.10% | Add +0.1% | 2,712 | $473K |
| First National Bank of Mount Dora, Trust Investment Services | 0.11% | No change | 2,708 | $473K |
| Highland Financial Advisors, LLC | 0.17% | Reduce -12.3% | 2,706 | $472K |
| Summit Global Investments | 0.03% | Add +16.8% | 2,702 | $472K |
| Legacy Capital Wealth Partners, LLC | 0.09% | Reduce -13.4% | 2,700 | $471K |
| SC&H Financial Advisors, Inc. | 0.10% | Reduce -0.6% | 2,694 | $470K |
| First Business Financial Services, Inc. | 0.05% | No change | 2,689 | $469K |
| X-Square Capital, LLC | 0.16% | Add +14.8% | 2,683 | $468K |
| ABLE Financial Group, LLC | 0.14% | New | 2,676 | $467K |
| FWL Investment Management, LLC | 0.18% | Add +8.1% | 2,671 | $466K |
| Balanced Rock Investment Advisors LLC | 0.36% | Reduce -1.9% | 2,659 | $464K |
| Alliance Wealth Management Group | 0.12% | No change | 2,656 | $464K |
| Cannell & Spears LLC | 0.01% | No change | 2,651 | $463K |
| Continental Investors Services, Inc. | 0.95% | Add +0.0% | 2,648 | $461K |
| Fusion Family Wealth, LLC | 0.04% | Reduce -1.1% | 2,640 | $461K |
| Blue Chip Partners, LLC | 0.04% | Add +1.1% | 2,631 | $459K |
| Ariadne Wealth Management, LP | 0.25% | No change | 2,583 | $459K |
| Dover Advisors, LLC | 0.26% | No change | 2,627 | $459K |
| Strid Group, LLC | 0.07% | Reduce -76.3% | 2,621 | $458K |
| Rothschild Investment LLC | 0.03% | Add +0.0% | 2,607 | $455K |
| Thor Investment Management Inc. /Oh/ | 0.33% | No change | 2,603 | $454K |
| LRI Investments, LLC | 0.04% | No change | 2,567 | $454K |
| Fidelis Capital Partners, LLC | 0.05% | Add +47.4% | 2,576 | $452K |
| Fulton Bank, N.A. | 0.02% | Reduce -4.8% | 2,589 | $452K |
| Total Investment Management Inc. | 0.05% | Add +0.8% | 2,588 | $452K |
| Integrated Capital Management, LLC | 0.24% | — | 2,551 | $445K |
| Bradley Foster & Sargent Inc. | 0.01% | Add +3.5% | 2,539 | $443K |
| Spinnaker Trust | 0.03% | No change | 2,538 | $443K |
| Barlow Wealth Partners, LLC | 0.06% | No change | 2,552 | $442K |
| MKT Advisors LLC | 0.21% | No change | 2,533 | $441K |
| Claro Advisors Inc. | 0.06% | Add +3.6% | 2,521 | $440K |
| Patten Group, Inc. | 0.10% | Add +0.1% | 2,520 | $440K |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | Reduce -18.8% | 2,514 | $439K |
| Next Capital Management LLC | 0.18% | No change | 2,511 | $438K |
| Ironwood Investment Counsel, LLC | 0.07% | Reduce -5.8% | 2,501 | $437K |
| Hemenway Trust Co LLC | 0.03% | No change | 2,500 | $436K |
| Carson Advisory Inc. | 0.27% | Add +0.2% | 2,497 | $436K |
| L.M. Kohn & Company | 0.11% | Add +5.2% | 2,496 | $436K |
| Philip James Wealth Mangement, LLC | 0.06% | Add +7.7% | 2,488 | $434K |
| Kingfisher Capital LLC | 0.10% | Add +1.1% | 2,486 | $434K |
| Colton Groome Financial Advisors, LLC | 0.16% | Reduce -3.9% | 2,484 | $434K |
| DiNuzzo Private Wealth, Inc. | 0.05% | Add +47.2% | 2,476 | $432K |
| Sfmg, LLC | 0.04% | No change | 2,475 | $432K |
| Cidel Asset Management Inc. | 0.03% | No change | 2,475 | $432K |
| Prosperity Financial Group, Inc. | 0.24% | Add +0.6% | 2,467 | $431K |
| O'ROURKE & COMPANY, Inc | 0.22% | Add +0.2% | 2,466 | $431K |
| BetterWealth, LLC | 0.13% | No change | 2,452 | $428K |
| Henshaw Capital LLC | 0.02% | Add +96.0% | 2,450 | $428K |
| Libra Wealth LLC | 0.17% | Reduce -0.2% | 2,442 | $426K |
| Austin Wealth Management, LLC | 0.09% | Add +0.5% | 2,454 | $425K |
| NorthRock Partners, LLC | 0.01% | Reduce -0.4% | 2,423 | $423K |
| Dopkins Wealth Management, LLC | 0.34% | Reduce -6.3% | 2,413 | $421K |
| Mathes Company, Inc. | 0.15% | No change | 2,413 | $421K |
| Foster Dykema Cabot & Partners, LLC | 0.04% | Add +36.1% | 2,407 | $420K |
| Robinson Smith Wealth Advisors LLC | 0.36% | Reduce -8.4% | 2,400 | $419K |
| Elevation Point Wealth Partners, LLC | 0.04% | Add +0.0% | 2,393 | $418K |
| Patten & Patten Inc. | 0.03% | Add +19.4% | 2,392 | $418K |
| Safeguard Investment Advisory Group, LLC | 0.12% | Reduce -2.8% | 2,388 | $417K |
| Van Hulzen Asset Management, LLC | 0.03% | Reduce -1.5% | 2,391 | $417K |
| Carr Financial Group Corp | 0.12% | Add +0.6% | 2,387 | $417K |
| Lazard Asset Management LLC | 0.00% | Add +30.7% | 2,384 | $416K |
| Wealth Group Ltd | 0.12% | Add +0.5% | 2,379 | $415K |
| 9258 Wealth Management, LLC | 0.06% | Add +4.0% | 2,376 | $415K |
| Sterling Wealth Management, Inc. | 0.15% | New | 2,373 | $414K |
| Oakworth Capital, Inc. | 0.03% | No change | 2,359 | $412K |
| Allianz SE | 0.01% | No change | 2,348 | $410K |
| Peddock Capital Advisors, LLC | 0.10% | Reduce -2.5% | 2,329 | $407K |
| Juncture Wealth Strategies, LLC | 0.16% | New | 2,328 | $406K |
| Seelaus Asset Management LLC | 0.38% | No change | 2,322 | $405K |
| Northwest Investment Counselors, LLC | 0.09% | Add +0.0% | 2,321 | $405K |
| Waller Financial Planning Group, Inc. | 0.10% | Add +8.8% | 2,307 | $403K |
| Solidarity Wealth, LLC | 0.11% | New | 2,293 | $400K |
| Lauer Wealth, LLC | 0.31% | No change | 2,276 | $399K |
| J. W. Coons Advisors, LLC | 0.07% | Reduce -9.7% | 2,284 | $399K |
| Trek Financial, LLC | 0.03% | Add +4.9% | 2,282 | $398K |
| Community Financial Services Group, LLC | 0.08% | No change | 2,265 | $395K |
| White Wing Wealth Management | 0.30% | Reduce -42.9% | 2,258 | $394K |
| Integral Investment Advisors, Inc. | 0.11% | No change | 2,255 | $394K |
| Madison Wealth Partners, Inc | 0.12% | Reduce -0.3% | 2,245 | $392K |
| Greenfield Savings Bank | 0.18% | Add +8.7% | 2,236 | $390K |
| Moulton Wealth Management, Inc. | 0.32% | New | 2,224 | $388K |
| Plante Moran Financial Advisors, LLC | 0.03% | No change | 2,223 | $388K |
| Balyasny Asset Management L.P. | 0.00% | New | 2,218 | $387K |
| Christensen, King & Associates Investment Services, Inc. | 0.18% | Reduce -3.3% | 2,205 | $385K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +0.2% | 2,198 | $384K |
| Thomasville National Bank | 0.03% | Reduce -12.9% | 2,196 | $383K |
| ARS Wealth Advisors Group, LLC | 0.05% | Add +2.4% | 2,188 | $382K |
| Applied Capital LLC | 0.20% | Reduce -4.4% | 2,183 | $381K |
| MPS Loria Financial Planners, LLC | 0.11% | Add +0.2% | 2,182 | $381K |
| Saxony Capital Management, LLC | 0.35% | Reduce -3.7% | 2,165 | $378K |
| JNBA Financial Advisors | 0.04% | Add +2.1% | 2,158 | $377K |
| Holderness Investments Co. | 0.08% | Add +15.1% | 2,148 | $375K |
| Massachusetts Financial Services Co. | 0.00% | Reduce -13.3% | 2,148 | $375K |
| Almanack Investment Partners, LLC. | 0.06% | Reduce -1.2% | 2,141 | $374K |
| Pictet North America Advisors SA | 0.04% | No change | 2,133 | $372K |
| Harrell Investment Partners, LLC | 0.10% | Add +1.1% | 2,121 | $370K |
| Concorde Asset Management, LLC | 0.21% | Reduce -12.3% | 2,120 | $370K |
| Toews Corp. | 0.05% | Reduce -11.4% | 2,113 | $369K |
| Arkos Global Advisors | 0.05% | New | 2,089 | $365K |
| Sound Income Strategies, LLC | 0.02% | Add +397.1% | 2,088 | $364K |
| Legacy Advisors, LLC | 0.04% | No change | 2,087 | $364K |
| RVW Wealth, LLC | 0.03% | Add +4.1% | 2,080 | $363K |
| Sweet Financial Partners, LLC | 0.08% | Add +2.2% | 2,079 | $363K |
| S.A. Mason LLC | 0.19% | No change | 2,078 | $363K |
| Slagle Financial, LLC | 0.16% | Reduce -1.7% | 2,074 | $362K |
| Canandaigua National Bank & Trust Co. | 0.03% | No change | 2,072 | $362K |
| EnRich Financial Partners LLC | 0.12% | Add +0.1% | 2,069 | $361K |
| Guidance Capital, Inc. | 0.11% | Add +40.9% | 2,022 | $360K |
| First International Bank & Trust | 0.12% | Reduce -35.5% | 2,057 | $359K |
| True North Advisors, LLC | 0.09% | Add +39.2% | 2,045 | $357K |
| Milestone Asset Management, LLC | 0.08% | Reduce -15.7% | 2,045 | $357K |
| Hazlett, Burt & Watson, Inc. | 0.16% | Add +0.7% | 2,046 | $356K |
| Gilbert & Cook, Inc. | 0.05% | Reduce -39.5% | 2,034 | $355K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +0.1% | 2,022 | $353K |
| Franklin Street Advisors Inc. | 0.02% | New | 2,024 | $353K |
| OneAscent Wealth Management LLC | 0.13% | New | 2,016 | $352K |
| Independent Wealth Network Inc. | 0.16% | Reduce -0.6% | 2,013 | $351K |
| RHS Financial, LLC | 0.18% | New | 2,009 | $351K |
| Blue Bell Private Wealth Management, LLC | 0.07% | Add +1.3% | 2,003 | $350K |
| Cladis Investment Advisory, LLC | 0.24% | Reduce -35.8% | 2,000 | $349K |
| Maiden Cove Capital, LLC | 0.54% | Add +10.8% | 1,996 | $348K |
| Acorn Financial Advisory Services Inc. | 0.06% | Add +29.5% | 1,985 | $347K |
| Strata Wealth Advisors, LLC | 0.11% | No change | 1,984 | $346K |
| Traction Financial Partners, LLC | 0.27% | Reduce -0.4% | 1,975 | $345K |
| ORBA Wealth Advisors, L.L.C. | 0.17% | Add +3.9% | 1,969 | $344K |
| HT Partners LLC | 0.12% | No change | 1,968 | $344K |
| Samalin Investment Counsel, LLC | 0.15% | Add +7.3% | 1,959 | $342K |
| Versant Capital Management, Inc | 0.08% | Reduce -1.8% | 1,959 | $342K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.14% | Add +0.5% | 1,955 | $341K |
| Raffa Wealth Management, LLC | 0.08% | Add +1.0% | 1,954 | $341K |
| Stonebridge Capital Advisors LLC | 0.03% | Add +36.8% | 1,952 | $341K |
| Austin Asset Management Co Inc | 0.07% | Reduce -6.9% | 1,948 | $340K |
| Marion Wealth Management | 0.09% | Reduce -0.8% | 1,947 | $340K |
| Insight Inv LLC | 0.28% | No change | 1,945 | $340K |
| Boyce & Associates Wealth Consulting, Inc. | 0.35% | Add +0.3% | 1,941 | $339K |
| Security National Bank of Sioux City Iowa | 0.21% | Reduce -0.8% | 1,933 | $337K |
| Catalina Capital Group, LLC | 0.11% | Add +3.7% | 1,932 | $337K |
| Fidelity D & D Bancorp Inc. | 0.22% | No change | 1,932 | $337K |
| Wick Capital Partners, LLC | 0.11% | No change | 1,920 | $335K |
| National Wealth Management Group, LLC | 0.23% | Add +1.4% | 1,914 | $334K |
| Rowlandmiller & Partners.adv | 0.07% | No change | 1,908 | $333K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Add +7.3% | 1,905 | $333K |
| Van Cleef Asset Management,Inc | 0.04% | No change | 1,900 | $332K |
| TCP Asset Management, LLC | 0.08% | Add +13.6% | 1,897 | $331K |
| Landaas & Co. /Wi | 0.09% | Reduce -2.6% | 1,897 | $331K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +21.1% | 1,893 | $330K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.09% | Reduce -4.6% | 1,892 | $330K |
| Bangor Savings Bank | 0.03% | Add +5.6% | 1,886 | $329K |
| Collaborative Wealth Managment Inc. | 0.15% | Add +4.7% | 1,883 | $329K |
| Tillman Hartley LLC | 0.10% | Add +0.5% | 1,883 | $329K |
| Tradewinds, LLC. | 0.10% | Add +11.8% | 1,882 | $329K |
| Mosaic Financial Group, LLC | 0.23% | No change | 1,871 | $327K |
| Altfest L J & Co. Inc. | 0.04% | Add +0.3% | 1,865 | $326K |
| Denver PWM, LLC | 0.12% | Add +1.1% | 1,861 | $325K |
| Wharton Business Group, LLC | 0.01% | No change | 1,858 | $324K |
| Meridian Financial Advisors, LLC | 0.22% | Add +0.1% | 1,855 | $324K |
| Satovsky Asset Management LLC | 0.07% | Add +9.3% | 1,853 | $324K |
| Appleton Partners Inc. | 0.02% | Reduce -2.4% | 1,845 | $322K |
| Hilltop Wealth Advisors, LLC | 0.15% | Reduce -29.6% | 1,843 | $322K |
| FRG Family Wealth Advisors LLC | 0.06% | No change | 1,835 | $320K |
| Sterling Investment Advisors, Ltd. | 0.08% | No change | 1,809 | $316K |
| Cascade Investment Group, Inc. | 0.23% | No change | 1,806 | $315K |
| Accretive Wealth Partners, LLC | 0.13% | No change | 1,803 | $315K |
| Edge Financial Advisors LLC | 0.28% | Reduce -14.5% | 1,802 | $315K |
| MGB Wealth Management, LLC | 0.11% | New | 1,800 | $314K |
| Opal Wealth Advisors, LLC | 0.10% | Reduce -20.0% | 1,796 | $314K |
| Williamson Legacy Group, LLC | 0.21% | Add +1.1% | 1,787 | $312K |
| Argent Financial Group, Inc. | 0.04% | — | 1,783 | $311K |
| Cooper Financial Group | 0.04% | Add +1.6% | 1,780 | $311K |
| Motive Wealth Advisors | 0.19% | No change | 1,923 | $308K |
| New Perspectives, Inc | 0.16% | No change | 1,761 | $307K |
| WealthPlan Investment Management, LLC | 0.03% | New | 1,759 | $307K |
| Francis Financial, Inc. | 0.08% | New | 1,759 | $307K |
| DB Fitzpatrick & Co, Inc | 0.27% | Add +33.4% | 1,752 | $306K |
| Austin Private Wealth, LLC | 0.03% | Add +38.8% | 1,751 | $306K |
| Armstrong Advisory Group, Inc. | 0.03% | Add +7.2% | 1,747 | $305K |
| Sterling Investment Counsel, LLC | 0.11% | Reduce -0.4% | 1,746 | $305K |
| Trifecta Capital Advisors, LLC | 0.06% | No change | 1,740 | $304K |
| Centurion Wealth Management LLC | 0.10% | — | 1,740 | $304K |
| Beirne Wealth Consulting Services, LLC | 0.11% | No change | 1,737 | $303K |
| Hanson & Doremus Investment Management | 0.05% | No change | 1,737 | $303K |
| Redhawk Wealth Advisors, Inc. | 0.04% | Reduce -22.0% | 1,735 | $303K |
| Harbor Group, Inc. | 0.07% | Reduce -0.3% | 1,732 | $302K |
| Enterprise Bank & Trust Co | 0.10% | Reduce -4.2% | 1,730 | $302K |
| Seed Wealth Management, Inc. | 0.24% | No change | 1,725 | $301K |
| Capital Investment Services of America, Inc. | 0.03% | No change | 1,715 | $299K |
| Silverlake Wealth Management LLC | 0.11% | Reduce -2.9% | 1,709 | $298K |
| Swmg, LLC | 0.12% | Reduce -30.2% | 1,672 | $298K |
| Cedar Point Capital Partners, LLC | 0.20% | Reduce -4.1% | 1,700 | $297K |
| Laidlaw Wealth Management LLC | 0.15% | Reduce -10.6% | 1,700 | $297K |
| Global Wealth Strategies & Associates | 0.10% | Add +8.1% | 1,697 | $296K |
| Baldwin Wealth Partners LLC | 0.02% | Reduce -3.3% | 1,690 | $295K |
| Reynders McVeigh Capital Management, LLC | 0.02% | Reduce -1.5% | 1,687 | $295K |
| HMS Capital Management, LLC | 0.14% | No change | 1,680 | $293K |
| Five Oceans Advisors | 0.14% | Reduce -9.8% | 1,677 | $293K |
| Anderson Hoagland & Co. | 0.03% | No change | 1,674 | $292K |
| Semus Wealth Partners LLC | 0.20% | Reduce -3.5% | 1,674 | $292K |
| Destiny Wealth Partners, LLC | 0.05% | Add +1.0% | 1,672 | $292K |
| Meridian Wealth Partners, LLC | 0.05% | Add +10.5% | 1,665 | $291K |
| Jentner Corp | 0.09% | No change | 1,663 | $290K |
| Farmers & Merchants Investments Inc. | 0.01% | Reduce -10.8% | 1,659 | $290K |
| Smith Salley Wealth Management | 0.02% | New | 1,657 | $289K |
| Convergence Financial, LLC | 0.06% | Reduce -0.5% | 1,651 | $288K |
| Brooklyn FI, LLC | 0.10% | Reduce -3.6% | 1,645 | $287K |
| Adero Partners, LLC | 0.02% | New | 1,637 | $286K |
| Unionview, LLC | 0.22% | Add +0.7% | 1,633 | $285K |
| GeoWealth Management, LLC | 0.01% | Reduce -17.2% | 1,632 | $285K |
| Whittier Trust Co. | 0.00% | Add +0.4% | 1,624 | $284K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -25.2% | 1,621 | $283K |
| Peterson Financial Group, Inc. | 1.09% | Add +23.9% | 1,620 | $283K |
| Ceera Investments, LLC | 0.11% | Add +6.6% | 1,620 | $283K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -15.5% | 1,616 | $282K |
| Abound Wealth Management | 0.09% | Add +2.7% | 1,614 | $282K |
| FourThought Financial Partners, LLC | 0.03% | Add +0.1% | 1,609 | $281K |
| Iron Horse Wealth Management, LLC | 0.10% | Reduce -2.1% | 1,608 | $281K |
| GEM Asset Management, LLC | 0.16% | Add +6.9% | 1,619 | $281K |
| S. R. Schill & Associates | 0.20% | No change | 1,600 | $279K |
| BigSur Wealth Management LLC | 0.08% | Add +433.3% | 1,600 | $279K |
| Harfst & Associates, Inc. | 0.06% | No change | 1,600 | $279K |
| Fifth Third Wealth Advisors LLC | 0.02% | Reduce -70.0% | 1,600 | $279K |
| EPG Wealth Management LLC | 0.07% | Add +0.0% | 1,600 | $279K |
| Physician Wealth Advisors, Inc. | 0.05% | Reduce -5.1% | 1,583 | $279K |
| KWB Wealth | 0.04% | No change | 1,737 | $279K |
| Carnegie Lake Advisors LLC | 0.11% | — | 1,593 | $278K |
| Venturi Wealth Management, LLC | 0.01% | Reduce -25.1% | 1,592 | $278K |
| Ellsworth Advisors, LLC | 0.07% | New | 1,591 | $278K |
| OMNI 360 Wealth, Inc. | 0.19% | Add +3.4% | 1,584 | $277K |
| West Financial Advisors, LLC | 0.05% | Add +0.3% | 1,584 | $276K |
| Pullen Investment Management, LLC | 0.20% | No change | 1,583 | $276K |
| Headlands Technologies LLC | 0.03% | Reduce -12.6% | 1,582 | $276K |
| SK Wealth Management, LLC | 0.14% | — | 1,614 | $275K |
| TD Waterhouse Canada Inc. | 0.00% | Add +1.6% | 1,578 | $275K |
| Capital City Trust Co. | 0.07% | New | 1,571 | $274K |
| Sensible Money, LLC | 0.12% | Reduce -17.1% | 1,570 | $274K |
| Welch Group, LLC | 0.01% | No change | 1,568 | $274K |
| GDS Wealth Management | 0.03% | Add +20.5% | 1,562 | $273K |
| Transform Wealth, LLC | 0.02% | Reduce -3.5% | 1,553 | $271K |
| Dimension Capital Management LLC | 0.05% | No change | 1,553 | $271K |
| Retirement Guys Formula LLC | 0.13% | Reduce -19.3% | 1,549 | $270K |
| Cadence Bank | 0.02% | Reduce -28.0% | 1,543 | $269K |
| Whitaker-Myers Wealth Managers, LTD. | 0.09% | Reduce -4.8% | 1,542 | $269K |
| Marco Investment Management LLC | 0.02% | Reduce -39.3% | 1,539 | $269K |
| Legacy Financial Strategies, LLC | 0.06% | Reduce -5.1% | 1,533 | $268K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Reduce -3.1% | 1,533 | $268K |
| Benchmark Financial Wealth Advisors, LLC | 0.09% | Reduce -13.7% | 1,531 | $267K |
| Jackson Creek Investment Advisors LLC | 0.08% | Reduce -13.9% | 1,528 | $267K |
| Stuart Chaussee & Associates, Inc. | 0.07% | No change | 1,526 | $266K |
| Kraft Asset Management, LLC | 0.21% | No change | 1,524 | $266K |
| Lynx Investment Advisory | 0.19% | Add +18.1% | 1,522 | $266K |
| Atlanta Consulting Group Advisors, LLC | 0.07% | Add +18.4% | 1,522 | $266K |
| Perissos Private Wealth Management, LLC | 0.21% | Add +0.4% | 1,521 | $265K |
| Encompass Wealth Advisors, LLC | 0.07% | Reduce -11.8% | 1,520 | $265K |
| Vestia Personal Wealth Advisors | 0.25% | Add +0.2% | 1,518 | $265K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 1,518 | $265K |
| Annex Advisory Services, LLC | 0.01% | New | 1,518 | $265K |
| Stonebrook Private Inc. | 0.07% | Reduce -10.9% | 1,512 | $264K |
| Ignite Planners, LLC | 0.06% | Add +0.1% | 1,510 | $264K |
| Harbour Capital Advisors, LLC | 0.06% | No change | 1,504 | $263K |
| Excalibur Management Corp. | 0.10% | No change | 1,507 | $263K |
| Redmond Asset Management, LLC | 0.08% | No change | 1,507 | $263K |
| Gimbal Financial | 0.17% | New | 1,500 | $262K |
| Portland Global Advisors LLC | 0.03% | Reduce -11.6% | 1,500 | $262K |
| Peoples Bank | 0.13% | Reduce -1.3% | 1,492 | $260K |
| Morton Capital Management LLC | 0.05% | No change | 1,491 | $260K |
| Private Wealth Management Group, LLC | 0.10% | Reduce -35.1% | 1,491 | $260K |
| Financial Partners Group, LLC | 0.10% | Reduce -0.7% | 1,490 | $260K |
| KG Capital Management | 0.08% | Reduce -1.3% | 1,490 | $260K |
| Gen-Wealth Partners Inc | 0.11% | Add +242.5% | 1,500 | $260K |
| Wrenne Financial Planning LLC | 0.15% | Add +6.8% | 1,483 | $259K |
| jvl associates llc | 0.10% | Add +15.4% | 1,482 | $259K |
| Telos Capital Management, Inc. | 0.03% | Reduce -5.1% | 1,480 | $258K |
| Davis R M Inc. | 0.01% | New | 1,473 | $257K |
| Catalyst Financial Partners LLC | 0.05% | Reduce -8.0% | 1,472 | $257K |
| Advisory Services & Investments, LLC | 0.17% | No change | 1,469 | $256K |
| University of Texas/Texas Am Investment Management Co. | 0.04% | No change | 1,467 | $256K |
| Aurora Private Wealth, Inc. | 0.20% | Add +0.1% | 1,466 | $256K |
| Sage Capital Advisors,llc | 0.07% | Reduce -9.9% | 1,463 | $255K |
| Apriem Advisors | 0.03% | Reduce -25.4% | 1,458 | $255K |
| Tyche Wealth Partners LLC | 0.06% | Reduce -2.0% | 1,452 | $253K |
| Truvestments Capital LLC | 0.07% | Reduce -0.9% | 1,452 | $253K |
| Syverson Strege & Co | 0.08% | Add +0.6% | 1,451 | $253K |
| Lantz Financial LLC | 0.07% | No change | 1,448 | $253K |
| Bluespring Wealth Management, LLC | 0.03% | New | 1,444 | $252K |
| Novare Capital Management LLC | 0.02% | No change | 1,440 | $251K |
| WR Wealth Planners, LLC | 0.07% | Reduce -1.6% | 1,435 | $251K |
| First Nebraska Trust Co | 0.02% | No change | 1,434 | $250K |
| 1834 Investment Advisors Co. | 0.03% | New | 1,433 | $250K |
| FSM Wealth Advisors, LLC | 0.07% | No change | 1,421 | $248K |
| Aviance Capital Partners, LLC | 0.03% | No change | 1,421 | $248K |
| TD Asset Management Inc | 0.00% | No change | 1,426 | $248K |
| Advisor OS, LLC | 0.02% | Reduce -4.9% | 1,415 | $247K |
| Northwest Financial Advisors | 0.20% | New | 1,414 | $247K |
| Mills Wealth Advisors LLC | 0.17% | Add +0.2% | 1,413 | $247K |
| Duncker Streett & Co. Inc. | 0.04% | No change | 1,410 | $246K |
| Highline Wealth Partners LLC | 0.08% | Reduce -61.6% | 1,405 | $245K |
| Heritage Wealth Management, Inc. | 0.22% | Reduce -4.8% | 1,405 | $245K |
| Revolve Wealth Partners, LLC | 0.04% | New | 1,402 | $245K |
| GW Henssler & Associates Ltd. | 0.01% | New | 1,401 | $245K |
| Proactive Wealth Strategies LLC | 0.14% | — | 1,389 | $243K |
| Financial Insights, Inc. | 0.08% | No change | 1,389 | $242K |
| SMI Advisory Services, LLC | 0.05% | Add +5.7% | 1,387 | $242K |
| Greenspring Advisors, LLC | 0.05% | No change | 1,386 | $242K |
| BWM Planning, LLC | 0.11% | — | 1,370 | $239K |
| Valley Financial Group, Inc. | 0.17% | Reduce -2.2% | 1,369 | $239K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -7.5% | 1,364 | $238K |
| Eagle Harbor Asset Management Inc. | 0.23% | Reduce -4.9% | 1,356 | $237K |
| Clarity Wealth Advisors, LLC | 0.07% | New | 1,355 | $237K |
| Pacifica Partners Inc. | 0.10% | Reduce -2.9% | 1,353 | $236K |
| Higgins & Schmidt Wealth Strategies LLC | 0.15% | Reduce -3.6% | 1,352 | $236K |
| Cahaba Wealth Management, Inc. | 0.02% | New | 1,351 | $236K |
| GYL Financial Synergies, LLC | 0.02% | Reduce -9.2% | 1,351 | $236K |
| Waterloo Capital, L.P. | 0.03% | Reduce -30.5% | 1,350 | $236K |
| Family Capital Management, Inc. | 0.15% | No change | 1,350 | $236K |
| Seneca Financial Advisors LLC | 0.11% | No change | 1,349 | $235K |
| Baldwin Investment Management, LLC | 0.03% | No change | 1,348 | $235K |
| Kure Advisory, LLC | 0.21% | No change | 1,339 | $234K |
| Drake & Associates, LLC | 0.08% | Reduce -13.2% | 1,338 | $234K |
| Creekmur Asset Management LLC | 0.05% | Add +0.7% | 1,334 | $233K |
| Formidable Asset Management, LLC | 0.04% | Reduce -75.3% | 1,332 | $233K |
| Solitude Financial Services | 0.10% | No change | 1,330 | $232K |
| Secure Asset Management, LLC | 0.04% | Add +0.6% | 1,329 | $232K |
| Chartist Inc. | 0.12% | No change | 1,323 | $231K |
| Horizon Family Wealth, Inc. | 0.16% | New | 1,323 | $231K |
| Wealthquest Corp | 0.02% | No change | 1,325 | $231K |
| Forum Private Client Group LLC | 0.10% | Reduce -16.8% | 1,317 | $230K |
| Financial Freedom, LLC | 0.12% | Add +0.8% | 1,316 | $230K |
| St. Clair Advisors, LLC | 0.07% | No change | 1,316 | $230K |
| Nilsine Partners, LLC | 0.03% | No change | 1,313 | $229K |
| PCG Wealth Advisors, LLC | 0.09% | Reduce -7.1% | 1,312 | $229K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.09% | Reduce -45.1% | 1,310 | $229K |
| Capital Asset Advisory Services LLC | 0.01% | New | 1,317 | $228K |
| JDM Financial Group LLC | 0.12% | Reduce -7.2% | 1,309 | $228K |
| Journey Strategic Wealth LLC | 0.01% | New | 1,307 | $228K |
| Seven Mile Advisory | 0.15% | New | 1,305 | $228K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.06% | Add +0.5% | 1,302 | $227K |
| Rockingstone Advisors LLC | 0.11% | New | 1,301 | $227K |
| Cypress Financial Planning LLC | 0.08% | Add +0.1% | 1,301 | $227K |
| Chicago Capital, LLC | 0.01% | New | 1,301 | $227K |
| McDonald Partners LLC | 0.06% | New | 1,300 | $227K |
| Pettyjohn, Wood & White, Inc. | 0.04% | Add +0.9% | 1,296 | $226K |
| Philadelphia Trust Co. | 0.02% | No change | 1,297 | $226K |
| Willow Creek Wealth Management Inc. | 0.02% | New | 1,290 | $225K |
| Eq LLC | 0.11% | No change | 1,288 | $225K |
| Orion Capital Management LLC | 0.11% | No change | 1,286 | $224K |
| Gradient Investments LLC | 0.00% | Reduce -58.8% | 1,284 | $224K |
| Red Lighthouse Investment Management, LLC | 0.09% | Reduce -12.3% | 1,284 | $224K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 1,280 | $224K |
| WealthPLAN Partners, LLC | 0.03% | Reduce -48.1% | 1,277 | $223K |
| Smith Thornton Advisors LLC | 0.15% | No change | 1,276 | $223K |
| Capital Investment Counsel, LLC | 0.04% | Reduce -46.9% | 1,275 | $223K |
| WealthTrust Axiom LLC | 0.07% | No change | 1,274 | $222K |
| Ledyard National Bank | 0.02% | No change | 1,267 | $221K |
| Eastern Bank | 0.00% | New | 1,267 | $221K |
| Channel Wealth LLC | 0.07% | Reduce -4.7% | 1,266 | $221K |
| First Interstate Bank | 0.01% | New | 1,257 | $219K |
| Fortis Capital Management LLC | 0.04% | Reduce -2.8% | 1,256 | $219K |
| JSF Financial, LLC | 0.06% | New | 1,255 | $219K |
| Veracity Capital LLC | 0.08% | Add +0.1% | 1,255 | $219K |
| First Pacific Financial | 0.05% | Add +831.3% | 1,248 | $218K |
| Wealth Dimensions Group, Ltd. | 0.06% | Reduce -2.6% | 1,247 | $218K |
| MJP Associates Inc. | 0.04% | Reduce -1.9% | 1,245 | $217K |
| Wealth Group, Ltd. | 0.15% | Reduce -40.2% | 1,244 | $217K |
| Priebe Wealth Holdings LLC | 0.16% | New | 1,243 | $217K |
| Stablepoint Partners, LLC | 0.04% | Add +0.7% | 1,242 | $217K |
| Barton Investment Management | 0.03% | New | 1,235 | $216K |
| Resolute Advisors LLC | 0.04% | New | 1,229 | $215K |
| Hobbs Group Advisors, LLC | 0.08% | No change | 1,226 | $214K |
| Manhattan West Asset Management, LLC | 0.06% | Reduce -2.7% | 1,221 | $213K |
| Main Street Group, LTD | 0.09% | Reduce -18.9% | 1,211 | $211K |
| Laurel Wealth Planning LLC | 0.14% | New | 1,210 | $211K |
| Shoker Investment Counsel, Inc. | 0.07% | New | 1,208 | $211K |
| Opes Wealth Management LLC | 0.04% | New | 1,208 | $211K |
| Rodgers Brothers Inc. | 0.03% | New | 1,204 | $210K |
| Revisor Wealth Management LLC | 0.13% | Reduce -29.2% | 1,202 | $210K |
| Northside Capital Management, LLC | 0.03% | New | 1,200 | $209K |
| Naples Global Advisors, LLC | 0.02% | New | 1,195 | $209K |
| MontVue Capital Management, Inc. | 0.16% | New | 1,194 | $208K |
| Oxinas Partners, LLC | 0.13% | New | 1,191 | $208K |
| Avid Wealth Partners LLC | 0.15% | Reduce -17.1% | 1,191 | $208K |
| Navalign, LLC | 0.06% | New | 1,191 | $208K |
| BancFirst Trust & Investment Management | 0.07% | New | 1,194 | $208K |
| Granite FO LLC | 0.12% | New | 1,187 | $207K |
| Financial Sense Advisors, Inc. | 0.06% | New | 1,183 | $207K |
| Fiduciary Alliance LLC | 0.03% | New | 1,182 | $206K |
| Sterneck Capital Management, LLC | 0.11% | New | 1,176 | $205K |
| Winch Advisory Services, LLC | 0.06% | Add +25.7% | 1,175 | $205K |
| Aviso Wealth Management | 0.11% | New | 1,171 | $204K |
| Oceanside Advisors LLC | 0.15% | New | 1,169 | $204K |
| ShankerValleau Wealth Advisors, Inc. | 0.07% | New | 1,168 | $204K |
| MorganRosel Wealth Management, LLC | 0.07% | New | 1,167 | $204K |
| EMC Capital Management | 0.13% | Add +2904.5% | 6,009 | $203K |
| Foresight Capital Management Advisors, Inc. | 0.12% | New | 1,160 | $203K |
| Canal Capital Management, LLC | 0.03% | New | 1,163 | $203K |
| American State Bank (Iowa) | 0.12% | New | 1,162 | $203K |
| Owen LaRue, LLC | 0.11% | New | 1,147 | $200K |
| IAG Wealth Partners, LLC | 0.04% | No change | 1,136 | $198K |
| Aspire Wealth Management Corp | 0.10% | No change | 1,111 | $194K |
| Mfa Wealth Advisors, LLC | 0.04% | No change | 1,100 | $192K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +34.6% | 1,088 | $190K |
| Clear Point Advisors Inc. | 0.14% | Add +0.5% | 1,060 | $185K |
| Coston, McIsaac & Partners | 0.05% | Add +0.6% | 1,060 | $185K |
| Laurel Wealth Advisors LLC | 0.03% | Add +31.5% | 1,056 | $184K |
| Arlington Trust Co LLC | 0.04% | No change | 1,050 | $183K |
| Elevation Wealth Partners, LLC | 0.08% | No change | 1,040 | $182K |
| Biltmore Family Office, LLC | 0.03% | No change | 1,040 | $182K |
| Claris Advisors, LLC / Mo / | 0.08% | New | 1,026 | $179K |
| Integrity Financial Corp | 0.10% | Add +18.3% | 1,023 | $179K |
| Westside Investment Management, Inc. | 0.04% | Reduce -3.8% | 1,016 | $177K |
| Ballast Advisors LLC | 0.05% | Add +1.1% | 991 | $173K |
| Powell Investment Advisors, LLC | 0.08% | No change | 973 | $170K |
| First Command Advisory Services, Inc. | 0.00% | Add +29.1% | 971 | $170K |
| Hara Capital LLC | 0.10% | New | 771 | $168K |
| Crewe Advisors LLC | 0.02% | No change | 960 | $168K |
| Northwest Bank & Trust Co | 0.12% | No change | 939 | $164K |
| HM Payson & Co. | 0.00% | Add +87.2% | 936 | $163K |
| Bfsg, LLC | 0.02% | No change | 935 | $163K |
| Tucker Asset Management LLC | 0.04% | Add +11.4% | 925 | $161K |
| Realta Investment Advisors | 0.07% | Reduce -33.7% | 910 | $161K |
| Flaharty Asset Management, LLC | 0.02% | New | 916 | $160K |
| MeadowBrook Investment Advisors LLC | 0.14% | Add +358.4% | 871 | $152K |
| City Holding Co. | 0.02% | No change | 866 | $151K |
| Perritt Capital Management Inc | 0.08% | Add +1.2% | 853 | $149K |
| Evensky & Katz LLC | 0.01% | Add +0.9% | 814 | $142K |
| MTM Investment Management, LLC | 0.05% | Add +0.6% | 795 | $139K |
| Financial Network Wealth Advisors LLC | 0.11% | Add +1464.0% | 782 | $137K |
| Koesten, Hirschmann & Crabtree, INC. | 0.08% | Add +1.8% | 778 | $136K |
| Capital Investment Counsel, Inc | 0.02% | Add +16.8% | 770 | $134K |
| PSI Advisors, LLC | 0.04% | Add +91.3% | 769 | $134K |
| TCTC Holdings, LLC | 0.00% | Add +0.1% | 737 | $129K |
| Morris Financial Concepts, Inc. | 0.05% | Add +2478.6% | 722 | $126K |
| Marquette Asset Management, LLC | 0.02% | Add +32.8% | 709 | $124K |
| Aberdeen Wealth Management LLC | 0.08% | No change | 700 | $122K |
| PFG Private Wealth Management, LLC | 0.07% | Reduce -16.9% | 675 | $118K |
| Mark Sheptoff Financial Planning, LLC | 0.06% | No change | 656 | $115K |
| Atlantic Edge Private Wealth Management, LLC | 0.03% | No change | 653 | $114K |
| Provident Wealth Management, LLC | 0.04% | No change | 645 | $113K |
| Adirondack Trust Co. | 0.04% | No change | 642 | $112K |
| Kimelman & Baird, LLC | 0.01% | No change | 641 | $112K |
| Sachetta, LLC | 0.04% | Reduce -20.0% | 624 | $109K |
| Kings Path Partners LLC | 0.04% | New | 615 | $107K |
| Accent Capital Management, LLC | 0.06% | New | 600 | $105K |
| Riverview Trust Co | 0.09% | No change | 592 | $103K |
| AlphaMark Advisors, LLC | 0.04% | No change | 587 | $102K |
| Wolff Wiese Magana LLC | 0.07% | Add +631.6% | 578 | $101K |
| Clean Yield Group | 0.03% | Reduce -43.4% | 575 | $100K |
| Resources Management Corp. /CT/ | 0.01% | No change | 566 | $99K |
| First Personal Financial Services | 0.02% | No change | 539 | $94K |
| Grand Wealth Management, LLC | 0.05% | No change | 533 | $93K |
| Northwest Capital Management Inc | 0.03% | No change | 526 | $92K |
| Paladin Advisory Group, LLC | 0.07% | Add +343.2% | 523 | $91K |
| LGT Financial Advisors LLC | 0.22% | Add +1.2% | 520 | $91K |
| Vermillion & White Wealth Management Group, LLC | 0.07% | Add +3.4% | 519 | $91K |
| Canton Hathaway, LLC | 0.02% | No change | 515 | $90K |
| Country Trust Bank | 0.00% | No change | 506 | $88K |
| Ritter Daniher Financial Advisory LLC / DE | 0.03% | Add +100.0% | 498 | $87K |
| Future Financial Wealth Managment LLC | 0.06% | New | 494 | $86K |
| Addison Advisors LLC | 0.02% | Reduce -1.7% | 451 | $79K |
| Motco | 0.01% | No change | 450 | $79K |
| Intelligent Financial Strategies | 0.04% | No change | 445 | $78K |
| Clearstead Trust, LLC | 0.02% | Reduce -11.4% | 444 | $78K |
| Elevate Wealth Advisory, Inc. | 0.06% | No change | 427 | $75K |
| Dagco, Inc. | 0.03% | Add +5.5% | 425 | $74K |
| Atlantic Private Wealth, LLC | 0.06% | No change | 422 | $74K |
| Signature Resources Capital Management, LLC | 0.07% | Reduce -8.8% | 417 | $73K |
| Pin Oak Investment Advisors Inc. | 0.07% | No change | 415 | $72K |
| Lowe Wealth Advisors, LLC | 0.03% | No change | 412 | $72K |
| Barclays PLC | 0.00% | No change | 412 | $72K |
| Tidemark, LLC | 0.03% | No change | 411 | $72K |
| Viewpoint Capital Management LLC | 0.04% | New | 394 | $69K |
| Pacific Capital Wealth Advisors, Inc. | 0.01% | No change | 390 | $68K |
| True Wealth Design, LLC | 0.03% | No change | 383 | $67K |
| Avion Wealth | 0.02% | Add +40.7% | 377 | $65K |
| Sittner & Nelson, LLC | 0.03% | No change | 363 | $63K |
| Cordgrass Capital Advisors, LLC | 0.02% | No change | 362 | $63K |
| Y.D. More Investments Ltd | 0.01% | No change | 359 | $63K |
| Park Place Capital Corp | 0.02% | Reduce -30.1% | 355 | $62K |
| Security National Bank | 0.01% | No change | 350 | $61K |
| Cordant, Inc. | 0.03% | No change | 346 | $60K |
| Pacific Center for Financial Services | 0.02% | No change | 343 | $60K |
| Burkett Financial Services, LLC | 0.02% | Add +4.3% | 341 | $59K |
| Concord Wealth Partners | 0.01% | Add +0.3% | 331 | $58K |
| Optimum Investment Advisors | 0.02% | Add +87.9% | 325 | $57K |
| Ruedi Wealth Management, Inc. | 0.02% | Reduce -0.3% | 320 | $56K |
| Providence Capital Advisors, LLC | 0.01% | Reduce -11.1% | 314 | $55K |
| Pension & Wealth Management Advisors, Inc. | 0.03% | No change | 312 | $54K |
| Davis Capital Management | 0.04% | Reduce -21.3% | 310 | $54K |
| Arcadia Investment Advisors LLC | 0.03% | No change | 309 | $54K |
| Centennial Bank | 0.02% | No change | 302 | $53K |
| Founders Capital Management | 0.03% | No change | 300 | $52K |
| Castleview Partners, LLC | 0.03% | Add +0.3% | 295 | $52K |
| Wintrust Investments LLC | 0.04% | Reduce -85.8% | 288 | $50K |
| CarsonAllaria Wealth Management, Ltd. | 0.03% | No change | 276 | $48K |
| WealthCollab, LLC | 0.03% | Add +2.6% | 273 | $48K |
| Kozak & Associates, Inc. | 0.01% | Add +0.4% | 268 | $48K |
| Running Point Capital Advisors, LLC | 0.02% | Add +17.0% | 268 | $47K |
| Morton Brown Family Wealth, LLC | 0.02% | No change | 265 | $46K |
| Compass Wealth Management LLC | 0.01% | No change | 260 | $45K |
| Nemes Rush Group LLC | 0.01% | No change | 278 | $45K |
| Kiely Wealth Advisory Group, Inc. | 0.03% | No change | 253 | $45K |
| Legacy Investment Solutions, LLC | 0.03% | — | 253 | $45K |
| Legacy Wealth Managment, LLC | 0.03% | — | 253 | $45K |
| RE Dickinson Investment Advisors, LLC | 0.03% | No change | 255 | $45K |
| Albion Financial Group | 0.00% | No change | 252 | $44K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 248 | $43K |
| Earned Wealth Advisors, LLC | 0.01% | New | 241 | $42K |
| Eagle Bay Advisors LLC | 0.02% | Reduce -4.0% | 239 | $42K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 237 | $41K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 232 | $41K |
| Missouri Trust & Investment Co | 0.01% | No change | 225 | $39K |
| Mitchell Sinkler & Starr | 0.01% | No change | 223 | $39K |
| Bellevue Asset Management, LLC | 0.02% | Add +0.9% | 220 | $39K |
| Transcendent Capital Group LLC | 0.02% | Add +852.2% | 219 | $38K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 209 | $36K |
| Aspect Partners, LLC | 0.02% | No change | 207 | $36K |
| Sawyer & Company, Inc | 0.01% | Add +104.0% | 204 | $36K |
| Rice Partnership, LLC | 0.01% | No change | 206 | $36K |
| New Republic Capital, LLC | 0.02% | Reduce -38.0% | 202 | $35K |
| Briaud Financial Planning Inc | 0.02% | No change | 202 | $35K |
| Citizens National Bank Trust Department | 0.01% | No change | 187 | $33K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 175 | $31K |
| Byrne Asset Management LLC | 0.02% | No change | 175 | $31K |
| Legend Financial Advisors, Inc. | 0.02% | Reduce -4.9% | 175 | $31K |
| St. Johns Investment Management Company, LLC | 0.01% | New | 160 | $28K |
| Piscataqua Savings Bank | 0.02% | No change | 160 | $28K |
| Your Advocates Ltd., LLP | 0.01% | No change | 155 | $27K |
| AllSquare Wealth Management LLC | 0.01% | No change | 151 | $26K |
| Hollencrest Capital Management | 0.00% | Add +0.7% | 150 | $26K |
| Christopher J. Hasenberg, Inc | 0.01% | New | 147 | $26K |
| Pflug Koory, LLC | 0.00% | — | 140 | $24K |
| Rosenberg Matthew Hamilton | 0.01% | Add +278.4% | 140 | $24K |
| Chesapeake Asset Management LLC | 0.02% | Add +84.2% | 140 | $24K |
| Arvest Investments, Inc. | 0.00% | No change | 135 | $24K |
| Banque Cantonale Vaudoise | 0.00% | Reduce -90.0% | 133 | $23K |
| Cape Investment Advisory, Inc. | 0.01% | Add +12.0% | 131 | $23K |
| M&R Capital Management Inc. | 0.00% | Reduce -13.3% | 124 | $22K |
| Rakuten Securities, Inc. | 0.01% | Add +662.5% | 122 | $21K |
| Family Asset Management, LLC | 0.01% | No change | 116 | $20K |
| Tower View Wealth Management LLC | 0.01% | Add +130.0% | 115 | $20K |
| PFC Capital Group, Inc. | 0.01% | No change | 112 | $19K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | No change | 108 | $19K |
| Broadwater Capital Management LLC | 0.01% | No change | 100 | $17K |
| Field & Main Bank | 0.01% | No change | 98 | $17K |
| Centerpoint Advisors, LLC | 0.01% | No change | 100 | $17K |
| Eukles Asset Management | 0.01% | No change | 96 | $17K |
| Dunhill Financial, LLC | 0.01% | New | 86 | $15K |
| Quent Capital, LLC | 0.00% | Add +1.2% | 84 | $15K |
| Toth Financial Advisory Corp. | 0.00% | Reduce -59.5% | 81 | $14K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 80 | $14K |
| Pittenger & Anderson Inc. | 0.00% | New | 72 | $13K |
| Element Wealth, LLC | 0.01% | Reduce -12.2% | 72 | $13K |
| Tompkins Financial Corp. | 0.00% | No change | 71 | $12K |
| SYM FINANCIAL Corp | 0.00% | No change | 67 | $12K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -24.7% | 64 | $11K |
| Mb, Levis & Associates, LLC | 0.01% | Add +1.7% | 60 | $10K |
| PFS Partners, LLC | 0.01% | Add +1.7% | 59 | $10K |
| Van Den Berg Management I, Inc. | 0.00% | No change | 54 | $9K |
| SYSTM Wealth Solutions LLC | 0.28% | — | 53 | $9K |
| Ascentis Wealth Management, LLC | 0.00% | — | 48 | $8K |
| Guardian Wealth Management, Inc. | 0.01% | Add +9.8% | 45 | $8K |
| Main Management LLC | 0.00% | No change | 38 | $7K |
| Silicon Valley Capital Partners | 0.00% | No change | 39 | $7K |
| First Financial Corp. | 0.00% | No change | 36 | $6K |
| DecisionPoint Financial, LLC | 0.00% | No change | 36 | $6K |
| Fortitude Family Office, LLC | 0.00% | New | 35 | $6K |
| Anfield Capital Management, LLC | 0.00% | No change | 30 | $5K |
| Uncommon Cents Investing LLC | 0.00% | New | 23 | $4K |
| Fortis Group Advisors, LLC | 0.00% | No change | 22 | $4K |
| Valued Wealth Advisors LLC | 0.00% | No change | 21 | $4K |
| Washington Growth Strategies LLC | 0.13% | — | 615 | $4K |
| Pineridge Advisors LLC | 0.00% | Reduce -52.4% | 20 | $4K |
| Louisbourg Investments Inc. | 0.00% | No change | 20 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 20 | $3K |
| Clarity Asset Management, Inc. | 0.00% | No change | 14 | $2K |
| Legacy Bridge, LLC | 0.00% | No change | 11 | $2K |
| Carolina Wealth Advisors, LLC | 0.00% | No change | 10 | $2K |
| Investors Research Corp | 0.00% | No change | 10 | $2K |
| Macroview Investment Management LLC | 0.00% | No change | 9 | $2K |
| Thompson Investment Management, Inc. | 0.00% | No change | 7 | $1K |
| Activest Wealth Management | 0.00% | Reduce -99.6% | 5 | $912 |
| Delos Wealth Advisors, LLC | 0.00% | No change | 5 | $873 |
| Delta Asset Management LLC | 0.00% | No change | 2 | $349 |
| Strengthening Families & Communities, LLC | 0.00% | Reduce -97.3% | 2 | $311 |
| Morling Financial Advisors, LLC | 0.00% | No change | 1 | $161 |
"% 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.