Vanguard Mrngstr Val ETF-AuiVTVETF
13F holders, Q4 2024 (December 31)2,366holders +222
121new positions
78sold out
7famous investors
$169.09avg. 13F price*
At the end of Q4 2024, 2,366 institutions reported holding Vanguard Mrngstr Val ETF-Aui (VTV) in their 13F filings, up 222 from Q3 2024. 121 opened new positions and 78 sold out. The largest holders were Bank of America Corp. ($20.4B), Jones Financial Companies LLLP ($9.1B) and Morgan Stanley ($5.2B). 7 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Bill Nygren (0.0% of Harris Associates (Oakmark Funds)'s portfolio).
- Company
- Vanguard Mrngstr Val ETF-Aui
- CUSIP
- 922908744
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 121 | $528.6M |
| Exits | 78 | $114.7M |
All 13F filers, Q3 2024 → Q4 2024: 21,623,281 shares bought and 7,614,929 shares sold, net +14,008,352 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,366 holders
| Bank of America Corp. | 1.89% | Add +1.6% | 120,257,838 | $20.4B |
| Jones Financial Companies LLLP | 8.67% | Add +3.2% | 53,858,087 | $9.1B |
| Morgan Stanley | 0.37% | Add +6.3% | 30,873,476 | $5.2B |
| Envestnet Asset Management Inc. | 1.09% | Add +1.6% | 20,106,381 | $3.4B |
| UBS Group AG | 0.50% | Add +1.7% | 13,221,827 | $2.2B |
| Ameriprise Financial Inc. | 0.44% | Add +6.3% | 10,151,994 | $1.7B |
| LPL Financial LLC | 0.66% | Add +1.6% | 9,542,614 | $1.6B |
| Raymond James Financial Inc. | 0.48% | — | 7,613,182 | $1.3B |
| Wells Fargo & Company | 0.29% | Add +14.4% | 7,177,299 | $1.2B |
| Tiaa Trust, National Association | 3.20% | Reduce -1.3% | 6,229,085 | $1.1B |
| Captrust Financial Advisors | 2.66% | Add +3.3% | 5,506,158 | $932.2M |
| Betterment LLC | 2.20% | Reduce -5.9% | 5,448,671 | $922.5M |
| Mill Creek Capital Advisors, LLC | 22.04% | Add +0.0% | 5,422,212 | $918.0M |
| Royal Bank of Canada | 0.19% | Add +3.1% | 5,255,359 | $889.7M |
| D.A. Davidson & Co. | 7.05% | Add +1.4% | 5,112,238 | $865.5M |
| Rwa Wealth Partners, LLC | 10.25% | Add +1.2% | 4,912,009 | $831.6M |
| FMR LLC | 0.05% | Reduce -1.4% | 4,703,359 | $796.3M |
| Bank of New York Mellon Corp | 0.13% | Reduce -2.5% | 4,281,482 | $724.9M |
| PNC Financial Services Group, Inc. | 0.47% | Reduce -0.1% | 4,156,445 | $703.7M |
| Mariner, LLC | 1.15% | Add +0.3% | 4,060,266 | $687.4M |
| Commonwealth Equity Services, LLC | 0.87% | Add +4.7% | 3,511,386 | $594.5M |
| JPMorgan Chase & Co. | 0.05% | Add +5.5% | 3,471,459 | $587.7M |
| Goldman Sachs Group Inc. | 0.11% | Add +1.9% | 3,400,461 | $575.7M |
| Sei Investments Co. | 0.73% | Add +1.0% | 3,378,559 | $572.0M |
| Northwestern Mutual Wealth Management Co. | 0.47% | Add +8.4% | 3,264,418 | $552.7M |
| Avantax Advisory Services, Inc. | 3.35% | Add +8.2% | 3,147,762 | $532.9M |
| Truist Financial Corp. | 0.80% | Reduce -0.5% | 2,999,330 | $507.8M |
| CHURCHILL MANAGEMENT Corp | 4.74% | Add +1.9% | 2,562,948 | $433.9M |
| EP Wealth Advisors, LLC | 3.43% | Reduce -9.5% | 2,480,962 | $420.0M |
| HighTower Advisors, LLC | 0.57% | Add +7.6% | 2,453,000 | $415.3M |
| Provida Pension Fund Administrator | 8.39% | Add +24.3% | 2,430,451 | $411.4M |
| Cetera Investment Advisers | 0.83% | Add +3.7% | 2,336,240 | $395.5M |
| Mission Wealth Management, LP | 8.97% | Add +1.2% | 2,226,055 | $376.9M |
| Choreo, LLC | 5.26% | Add +2.6% | 2,163,588 | $366.3M |
| Members Trust Co | 11.79% | Reduce -2.3% | 2,020,472 | $342.1M |
| CBIZ Investment Advisory Services, LLC | 16.63% | Add +4.0% | 1,968,792 | $333.3M |
| Osaic Holdings, Inc. | 0.73% | Add +13.8% | 2,018,986 | $325.2M |
| Richard Bernstein Advisors LLC | 7.23% | Add +17.0% | 1,885,676 | $319.2M |
| Facet Wealth, Inc. | 7.90% | Add +4.2% | 1,690,751 | $297.9M |
| BlackRock, Inc. | 0.01% | Add +161.6% | 1,741,991 | $294.9M |
| Pacific Life Fund Advisors LLC | 30.30% | Reduce -4.3% | 1,726,139 | $292.2M |
| Moneta Group Investment Advisors LLC | 4.07% | Add +8.3% | 1,715,561 | $290.4M |
| Assetmark, Inc. | 0.76% | Add +1.0% | 1,655,467 | $280.3M |
| Charles Schwab Investment Management Inc. | 0.05% | Reduce -5.8% | 1,644,547 | $278.4M |
| Modera Wealth Management, LLC | 3.33% | Add +8.3% | 1,631,057 | $276.1M |
| MML Investors Services, LLC | 0.85% | Reduce -0.8% | 1,447,815 | $245.1M |
| Stifel Financial Corp. | 0.25% | Add +3.2% | 1,439,201 | $243.7M |
| SCS Capital Management LLC | 4.95% | Reduce -0.9% | 1,416,246 | $239.8M |
| Lincoln National Corp. | 7.70% | New | 1,412,648 | $239.2M |
| Baird Financial Group, Inc. | 0.45% | Add +1.8% | 1,390,678 | $235.4M |
| United Capital Financial Advisors, LLC | 1.95% | Add +0.1% | 1,360,302 | $230.3M |
| Money Design Co.,Ltd. | 11.74% | Add +50.6% | 1,354,336 | $228.8M |
| Waldron Private Wealth LLC | 8.97% | Add +7.6% | 1,315,696 | $222.7M |
| Sanctuary Advisors, LLC | 1.30% | Reduce -1.0% | 1,156,770 | $205.6M |
| Foster Group, Inc. | 7.73% | Reduce -2.9% | 1,197,501 | $202.7M |
| Retirement Investment Advisors, Inc. | 21.29% | Add +3.7% | 1,192,295 | $201.9M |
| NorthCoast Asset Management LLC | 0.96% | Add +2.2% | 1,158,332 | $196.1M |
| Mather Group, Llc. | 2.49% | Reduce -4.8% | 1,134,246 | $192.0M |
| Envestnet Portfolio Solutions, Inc. | 0.62% | Reduce -3.5% | 1,122,888 | $190.1M |
| Citigroup Inc. | 0.18% | Reduce -8.8% | 1,078,526 | $182.6M |
| Garde Capital, Inc. | 12.01% | Add +0.6% | 1,075,228 | $182.0M |
| Wealth Enhancement Advisory Services, LLC | 0.34% | Add +2.9% | 1,057,992 | $179.1M |
| Cambridge Investment Research Advisors, Inc. | 0.59% | Add +1.5% | 1,034,396 | $175.1M |
| CIBC Private Wealth Group LLC | 0.31% | Add +1.9% | 1,020,025 | $173.6M |
| Private Advisor Group, LLC | 0.97% | Add +1.0% | 1,013,848 | $171.6M |
| Equitable Holdings, Inc. | 1.63% | Reduce -8.8% | 1,013,656 | $171.6M |
| Kestra Advisory Services, LLC | 0.90% | Add +7.8% | 971,452 | $164.5M |
| US Bancorp \de | 0.20% | Reduce -0.7% | 914,668 | $154.9M |
| Systematic Alpha Investments, LLC | 5.58% | No change | 894,868 | $151.5M |
| Brookstone Capital Management | 2.16% | Add +10.1% | 877,747 | $148.6M |
| NewEdge Advisors, LLC | 0.88% | Add +1.6% | 868,337 | $147.0M |
| Beacon Pointe Advisors, LLC | 1.63% | Add +1.1% | 867,344 | $146.8M |
| Partners Capital Investment Group, LLP | 3.76% | Reduce -40.2% | 806,119 | $136.5M |
| Vista Capital Partners, Inc. | 15.76% | Reduce -1.7% | 800,176 | $135.5M |
| Saudi Central Bank | 12.66% | No change | 756,686 | $134.7M |
| Sequoia Financial Advisors, LLC | 1.25% | Add +20.6% | 768,846 | $130.2M |
| Thrive Wealth Management, LLC | 23.37% | Add +2.3% | 767,545 | $129.9M |
| Nepc LLC | 3.46% | Add +17.5% | 761,166 | $128.9M |
| Stephens Group Asset Management, LLC | 10.46% | Add +0.7% | 741,991 | $125.6M |
| CSM Advisors, LLC | 5.76% | Add +95.3% | 726,581 | $123.0M |
| Prime Capital Investment Advisors, LLC | 1.78% | Reduce -1.6% | 725,286 | $122.8M |
| Blair William & Co. | 0.35% | Add +3.2% | 708,997 | $120.0M |
| Permanens Capital L.P. | 22.85% | Reduce -3.1% | 706,787 | $119.7M |
| Strategies Wealth Advisors, LLC | 14.59% | Add +11.8% | 662,193 | $117.1M |
| Woodmont Investment Counsel LLC | 8.63% | Add +2.3% | 689,469 | $116.7M |
| Creative Planning | 0.11% | Add +7.5% | 666,212 | $112.8M |
| Rockefeller Capital Management L.P. | 0.29% | Add +51.7% | 662,295 | $112.1M |
| Citizens Financial Group Inc. | 2.18% | Reduce -3.3% | 661,059 | $111.9M |
| Focus Partners Wealth | 0.29% | Add +27.1% | 655,673 | $111.0M |
| Safeguard Financial, LLC | 24.03% | Add +6.2% | 653,202 | $110.6M |
| Clearstead Advisors, LLC | 1.68% | Add +2.4% | 652,920 | $110.5M |
| Brandywine Oak Private Wealth LLC | 10.75% | Add +1.3% | 649,499 | $110.0M |
| Mountain Capital Investment Advisors Inc. | 22.46% | Add +24.3% | 621,027 | $108.5M |
| Cable Hill Partners, LLC | 10.90% | Add +1.5% | 638,929 | $108.2M |
| Brickley Wealth Management | 21.92% | Add +0.9% | 637,776 | $108.0M |
| Cerity Partners LLC | 0.23% | Add +6.4% | 621,027 | $105.2M |
| Focused Wealth Management, Inc | 13.79% | Add +14.9% | 603,370 | $102.2M |
| Russell Investments Group, Ltd. | 0.14% | Add +23.5% | 590,387 | $100.0M |
| Midland Wealth Advisors, LLC | 5.90% | Reduce -0.8% | 579,021 | $98.0M |
| BOK Financial Private Wealth, Inc. | 7.05% | Add +3.9% | 573,448 | $97.1M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.98% | Reduce -0.8% | 567,850 | $96.1M |
| Thrivent Financial for Lutherans | 0.19% | Add +10.2% | 565,329 | $96.0M |
| Atria Wealth Solutions, Inc. | 1.05% | Add +1.7% | 563,959 | $95.5M |
| Simon Quick Advisors, LLC | 5.53% | Add +0.8% | 544,991 | $92.3M |
| Bank of Hawaii | 5.10% | Reduce -3.9% | 543,755 | $92.1M |
| Manufacturers Life Insurance Company, The | 0.08% | Reduce -6.4% | 542,701 | $91.9M |
| Efficient Advisors, LLC | 5.90% | Reduce -2.3% | 540,845 | $91.6M |
| Cornerstone Management, Inc. | 17.54% | Add +3.4% | 535,352 | $90.6M |
| Bleakley Financial Group, LLC | 2.69% | Reduce -3.3% | 527,441 | $89.3M |
| Cary Street Partners Financial LLC | 2.85% | — | 519,528 | $88.0M |
| Invictus Private Wealth, LLC | 6.47% | Add +0.2% | 503,270 | $85.2M |
| National Bank of Canada | 0.11% | Reduce -1.4% | 502,667 | $85.1M |
| Mercer Global Advisors Inc. | 0.21% | Add +45.3% | 500,931 | $84.8M |
| Financial Synergies Wealth Advisors, Inc. | 10.31% | Add +2.1% | 491,016 | $83.1M |
| Trust Co of Tennessee | 26.51% | Reduce -0.1% | 470,544 | $79.7M |
| RMR Wealth Builders | 8.11% | Add +6.5% | 463,379 | $78.5M |
| Orion Porfolio Solutions, LLC | 0.78% | Add +2.1% | 461,210 | $78.1M |
| Orion Portfolio Solutions, LLC | 0.78% | Add +2.1% | 461,210 | $78.1M |
| Relyea Zuckerberg Hanson LLC | 10.45% | Reduce -0.8% | 458,999 | $77.7M |
| Nadler Financial Group, Inc. | 8.01% | Add +3.8% | 449,194 | $76.0M |
| CreativeOne Wealth, LLC | 2.32% | Reduce -0.4% | 447,761 | $75.8M |
| Accredited Investors Inc. | 4.25% | Add +7.1% | 427,958 | $72.5M |
| Natixis Advisors, LLC | 0.13% | Add +17.3% | 423,323 | $71.7M |
| Summit Financial, LLC | 2.49% | Add +7.2% | 419,398 | $71.0M |
| Chan Zuckerberg Initiative, LLC | 18.90% | No change | 415,237 | $70.3M |
| Atria Investments, Inc | 0.87% | Reduce -3.0% | 414,315 | $70.1M |
| First Hawaiian Bank | 2.21% | Add +0.5% | 399,648 | $67.7M |
| Rodgers & Associates, LTD | 8.06% | Reduce -1.4% | 399,316 | $67.6M |
| Evoke Wealth, LLC | 1.87% | Add +3.6% | 395,864 | $67.0M |
| Equitable Trust Co. | 3.68% | New | 389,349 | $65.9M |
| Trust Co | 7.44% | Add +1.9% | 383,720 | $65.0M |
| Cwm, LLC | 0.27% | Add +8.7% | 383,236 | $64.9M |
| Signature Estate & Investment Advisors LLC | 1.62% | Add +4.9% | 381,453 | $64.6M |
| Corient Private Wealth LP | 0.11% | Reduce -4.9% | 391,217 | $64.6M |
| Pasadena Private Wealth, LLC | 13.18% | Reduce -2.3% | 378,859 | $64.1M |
| HTLF Bank | 7.24% | Reduce -1.2% | 378,285 | $64.0M |
| Stephens Inc. | 0.89% | Add +7.1% | 376,696 | $63.8M |
| Steward Partners Investment Advisory, LLC | 0.56% | Add +3.3% | 370,453 | $62.7M |
| Unison Advisors LLC | 7.44% | Reduce -1.6% | 369,090 | $62.5M |
| Strategic Blueprint, LLC | 3.69% | Add +0.4% | 365,827 | $61.9M |
| Ellevest, Inc. | 3.51% | Reduce -0.7% | 359,195 | $60.8M |
| Japan Science & Technology Agency | 1.04% | Reduce -54.9% | 357,328 | $60.5M |
| Kestra Private Wealth Services, LLC | 1.03% | Add +9.6% | 357,306 | $60.5M |
| Exencial Wealth Advisors, LLC | 2.22% | Reduce -2.7% | 356,361 | $60.3M |
| Vanguard Group Inc. | 0.00% | Add +14.9% | 355,569 | $60.2M |
| NSI Retail Advisors, LLC | 9.54% | No change | 354,498 | $60.0M |
| BIP Wealth, LLC | 3.93% | Add +1.4% | 347,303 | $58.8M |
| Condor Capital Management | 5.15% | Add +1.5% | 345,015 | $58.4M |
| Sage Financial Group Inc. | 4.67% | Reduce -2.1% | 342,935 | $58.1M |
| Wealthspire Advisors, LLC | 0.57% | Add +0.3% | 339,257 | $57.4M |
| Allworth Financial LP | 0.32% | Add +9.6% | 326,086 | $57.4M |
| Signaturefd, LLC | 1.09% | Reduce -3.1% | 337,856 | $57.2M |
| Clark Asset Management, LLC | 10.27% | Add +16.4% | 324,739 | $55.0M |
| EverSource Wealth Advisors, LLC | 3.05% | Add +10.4% | 320,022 | $54.2M |
| Bank of Nova Scotia | 0.09% | Reduce -1.5% | 312,000 | $52.8M |
| Foster Victor Wealth Advisors, LLC | 4.02% | Reduce -1.8% | 300,602 | $52.5M |
| Fifth Third Bancorp | 0.19% | Reduce -1.9% | 309,729 | $52.4M |
| Blue Edge Capital, LLC | 8.16% | Reduce -0.1% | 306,526 | $51.9M |
| Janney Montgomery Scott LLC | 0.14% | Add +2.4% | 301,972 | $51.1M |
| Presilium Private Wealth, LLC | 11.74% | Add +2.5% | 301,662 | $51.1M |
| Total Wealth Planning, LLC | 7.87% | Reduce -0.2% | 298,653 | $50.6M |
| Partners in Financial Planning | 10.17% | Add +1.6% | 294,554 | $49.9M |
| Pathway Financial Advisors LLC | 11.39% | Add +0.8% | 292,366 | $49.5M |
| Grey Fox Wealth Advisors, LLC | 13.36% | Add +2.0% | 287,787 | $48.7M |
| Koshinski Asset Management, Inc. | 4.15% | Add +1.7% | 286,540 | $48.5M |
| &partners | 0.58% | Add +133.5% | 284,085 | $48.4M |
| Coldstream Capital Management Inc. | 1.03% | Add +5.2% | 285,455 | $48.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.31% | Add +0.1% | 284,417 | $48.2M |
| NewEdge Wealth, LLC | 0.83% | Reduce -2.8% | 283,056 | $47.9M |
| OLIO Financial Planning | 16.77% | Add +60.7% | 282,070 | $47.8M |
| Bessemer Group Inc. | 0.08% | Reduce -3.5% | 280,483 | $47.5M |
| Oxford Financial Group, LTD. LLC | 3.06% | Reduce -3.2% | 278,979 | $47.2M |
| Arax Advisory Partners | 2.95% | Add +22.8% | 276,465 | $46.8M |
| M&T Bank Corp | 0.16% | Add +6.2% | 275,854 | $46.7M |
| Trustmark Bank Trust Department | 3.40% | Add +7.4% | 270,083 | $45.7M |
| Baron Silver Stevens Financial Advisors, LLC | 7.73% | Add +1.5% | 269,118 | $45.6M |
| Bishop & Co Investment Management, LLC | 17.36% | Add +1.2% | 268,859 | $45.5M |
| Townsquare Capital LLC | 0.51% | Add +9.0% | 265,952 | $45.0M |
| Cresset Asset Management, LLC | 0.22% | Reduce -8.1% | 264,561 | $44.8M |
| MAI Capital Management | 0.33% | Add +62.5% | 262,091 | $44.4M |
| Waverly Advisors, LLC | 0.68% | Reduce -2.2% | 259,673 | $44.0M |
| Private Portfolio Partners LLC | 8.04% | Add +2.0% | 258,379 | $43.7M |
| Alliancebernstein L.P. | 0.01% | Add +2.2% | 255,967 | $43.3M |
| Gleason Group, Inc. | 7.59% | Add +3.9% | 255,009 | $43.2M |
| Crane Advisory, LLC | 7.55% | Add +6.3% | 252,696 | $43.0M |
| Comerica Bank | 0.17% | Reduce -0.3% | 254,193 | $43.0M |
| Baltimore-Washington Financial Advisors, Inc. | 2.23% | Add +4.5% | 253,021 | $42.8M |
| Cassady Schiller Wealth Management, LLC | 15.66% | Add +1.2% | 251,932 | $42.7M |
| Chaney Capital Management, Inc. | 19.84% | Reduce -0.1% | 247,685 | $41.9M |
| Strategic Investment Advisors / MI | 4.39% | Add +3.4% | 244,328 | $41.4M |
| Franklin Resources Inc. | 0.01% | Reduce -4.2% | 243,863 | $41.3M |
| Advisors Capital Management, LLC | 0.65% | Add +8.3% | 243,427 | $41.2M |
| Trustees of Dartmouth College | 12.17% | Reduce -30.4% | 242,850 | $41.1M |
| DAVENPORT & Co LLC | 0.24% | Add +5.1% | 241,571 | $40.9M |
| Sepio Capital, LP | 3.23% | Add +6.1% | 238,343 | $40.4M |
| Concurrent Investment Advisors, LLC | 1.08% | Add +7.0% | 235,607 | $39.9M |
| Hirtle & Co., LLC | 1.92% | Reduce -5.5% | 233,806 | $39.6M |
| Freedom Investment Management, Inc. | 3.27% | Reduce -4.1% | 232,557 | $39.4M |
| Truefg, LLC | 12.85% | Add +1.6% | 232,435 | $39.4M |
| Peninsula Wealth, LLC | 6.67% | Reduce -0.5% | 231,153 | $39.1M |
| Mgo One Seven LLC | 1.50% | Reduce -4.8% | 229,851 | $38.9M |
| Warwick Investment Management, Inc. | 7.99% | New | 228,955 | $38.8M |
| Old Mission Investment Co LLC | 11.53% | Add +5.3% | 227,715 | $38.6M |
| TL Private Wealth | 17.19% | Reduce -1.8% | 222,625 | $38.4M |
| McIlrath & Eck, LLC | 4.83% | Add +23.8% | 223,776 | $37.9M |
| B. Riley Wealth Advisors, Inc. | 1.23% | Reduce -25.8% | 221,621 | $37.5M |
| Schechter Investment Advisors, LLC | 2.83% | Add +3.8% | 218,153 | $36.9M |
| Financial Advisory Corp | 6.44% | — | 218,139 | $36.9M |
| Lake Street Private Wealth, LLC | 5.92% | Add +5.3% | 217,577 | $36.8M |
| Federation des caisses Desjardins du Quebec | 0.19% | Reduce -6.5% | 217,432 | $36.8M |
| Integrity Alliance, Llc. | 3.92% | — | 213,915 | $36.2M |
| Apella Capital, LLC | 1.37% | Reduce -16.4% | 210,773 | $35.7M |
| Affinity Capital Advisors, LLC | 6.70% | Add +1.8% | 209,499 | $35.6M |
| Lido Advisors, LLC | 0.22% | Add +427.1% | 208,336 | $35.3M |
| Glenmede Trust Co. NA | 0.18% | Reduce -6.4% | 208,296 | $35.3M |
| Oarsman Capital, Inc. | 6.04% | Add +28.1% | 204,450 | $34.6M |
| Avior Wealth Management, LLC | 1.26% | Add +56.4% | 203,966 | $34.5M |
| Segall Bryant & Hamill, LLC | 0.47% | Reduce -4.0% | 200,606 | $34.0M |
| PrairieView Partners, LLC | 3.54% | Reduce -62.6% | 200,205 | $33.9M |
| Forte Capital LLC | 3.79% | Add +1.2% | 199,022 | $33.7M |
| Stephens Consulting, LLC | 8.44% | Reduce -0.1% | 198,872 | $33.7M |
| Oak Hill Wealth Advisors, LLC | 8.00% | — | 198,180 | $33.6M |
| Noble Family Wealth, LLC | 9.20% | Add +0.2% | 197,788 | $33.4M |
| Mesirow Financial Investment Management, Inc. | 0.64% | Reduce -0.8% | 189,640 | $32.1M |
| Golden Road Advisors LLC | 24.24% | Add +5.0% | 189,274 | $32.0M |
| HUB Investment Partners, LLC | 1.34% | Add +7.9% | 187,782 | $31.8M |
| Cornerstone Wealth Advisors, Inc. | 8.72% | Add +1.6% | 187,603 | $31.8M |
| Financial Engines Advisors L.L.C. | 0.07% | Add +27.0% | 187,539 | $31.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2.56% | Reduce -8.4% | 186,169 | $31.5M |
| TD Private Client Wealth LLC | 0.88% | Reduce -4.6% | 185,607 | $31.4M |
| Angeles Wealth Management, LLC | 2.58% | Add +2.1% | 185,197 | $31.4M |
| Dakota Wealth Management | 0.71% | Reduce -10.6% | 182,270 | $30.9M |
| Mainsail Asset Management, LLC | 21.51% | Add +2.7% | 181,788 | $30.8M |
| Jacobsen Capital Management | 13.06% | Add +0.9% | 181,224 | $30.7M |
| Nomura Asset Management Co. Ltd. | 0.09% | Add +34.5% | 178,300 | $30.2M |
| O'Dell Group, LLC | 6.80% | Add +0.7% | 177,937 | $30.1M |
| Nwam LLC | 1.85% | Reduce -1.8% | 176,331 | $29.9M |
| Sageworth Trust Co | 1.84% | Reduce -4.1% | 175,802 | $29.8M |
| Northern Trust Corp. | 0.00% | Add +8.0% | 173,855 | $29.4M |
| Brown Advisory Inc. | 0.04% | Add +0.9% | 173,776 | $29.4M |
| Savant Capital, LLC | 0.23% | Reduce -15.9% | 173,434 | $29.4M |
| Financial Advisors Network, Inc. | 4.88% | — | 173,160 | $29.3M |
| Rise Advisors, LLC | 14.09% | Add +6.6% | 173,019 | $29.3M |
| Fee-Only Financial Planning, L.C. | 18.91% | Reduce -2.4% | 172,901 | $29.3M |
| Penserra Capital Management LLC | 0.53% | Reduce -22.1% | 172,384 | $29.2M |
| FLC Capital Advisors | 6.71% | Add +2.2% | 172,290 | $29.2M |
| Legacies Wealth LLC | 22.59% | Add +2.0% | 172,146 | $29.1M |
| Angeles Investment Advisors, LLC | 1.40% | Reduce -54.1% | 171,292 | $29.0M |
| Creative Financial Designs Inc. | 2.34% | Add +1.3% | 169,875 | $28.8M |
| Sigma Investment Counselors Inc. | 1.69% | Add +1.4% | 169,522 | $28.7M |
| Kaye Capital Management | 12.94% | Reduce -0.5% | 168,549 | $28.5M |
| Hiley Hunt Wealth Management | 15.82% | Add +1.7% | 168,428 | $28.5M |
| Kaydan Wealth Management, Inc. | 9.35% | Reduce -19.5% | 166,201 | $28.1M |
| MTC Wealth Management LLC | 13.49% | Reduce -2.0% | 165,535 | $28.0M |
| Regatta Capital Group, LLC | 5.38% | Add +0.4% | 164,020 | $27.8M |
| Brown Wealth Management, LLC | 9.83% | Add +0.7% | 163,833 | $27.7M |
| Warner Financial, Inc. | 11.90% | Add +3.2% | 163,575 | $27.7M |
| Mosaic Family Wealth Partners, LLC | 3.99% | Reduce -0.1% | 163,405 | $27.7M |
| Studio Investment Management LLC | 5.87% | Reduce -0.6% | 162,923 | $27.6M |
| Arbor Wealth Advisors LLC | 24.55% | Add +0.8% | 162,782 | $27.6M |
| Marino, Stram & Associates LLC | 6.07% | Add +3.3% | 162,123 | $27.4M |
| Wealth Alliance Advisory Group, LLC | 5.80% | Reduce -0.0% | 162,038 | $27.4M |
| Hilltop Partners LLC | 9.24% | Add +25.6% | 160,242 | $27.1M |
| Cambridge Capital Management, LLC | 16.94% | Add +3.9% | 156,164 | $26.4M |
| First American Trust, FSB | 2.62% | Reduce -2.4% | 155,001 | $26.2M |
| Allen Wealth Management, LLC | 18.65% | Reduce -0.1% | 153,745 | $26.0M |
| Advisory Services Network, LLC | 0.48% | Add +7.4% | 153,382 | $26.0M |
| Acorn Creek Capital LLC | 13.28% | Add +4.5% | 152,681 | $25.8M |
| FWG Holdings, LLC | 12.40% | Reduce -0.8% | 146,687 | $25.8M |
| Wealth Architects, LLC | 2.89% | Reduce -3.4% | 150,978 | $25.6M |
| Forvis Mazars Wealth Advisors, LLC | 0.59% | Reduce -17.3% | 150,611 | $25.5M |
| Prospera Financial Services Inc | 0.59% | Add +5.3% | 149,838 | $25.4M |
| Integrated Wealth Concepts LLC | 0.29% | Add +14.0% | 149,608 | $25.3M |
| Clayton Financial Group LLC | 9.08% | Add +9.1% | 148,848 | $25.2M |
| Great Valley Advisor Group, Inc. | 0.55% | Add +2.1% | 146,248 | $24.8M |
| Bragg Financial Advisors, Inc | 0.99% | Add +2.6% | 145,058 | $24.6M |
| BNP Paribas Financial Markets | 0.02% | Reduce -39.2% | 145,051 | $24.6M |
| Principal Securities, Inc. | 0.55% | Add +0.5% | 142,957 | $24.2M |
| Courier Capital LLC | 1.66% | Reduce -0.1% | 142,169 | $24.1M |
| Towerpoint Wealth, LLC | 11.75% | Reduce -1.4% | 141,687 | $24.0M |
| TD Capital Management LLC | 2.41% | Reduce -2.8% | 140,336 | $23.8M |
| Merit Financial Group, LLC | 0.43% | Reduce -0.9% | 140,213 | $23.7M |
| Obsidian Cio, LLC | 4.30% | Add +9.8% | 139,177 | $23.6M |
| J.W. Cole Advisors, Inc. | 0.94% | Add +8.0% | 137,821 | $23.3M |
| Market Street Wealth Management Advisors LLC | 3.88% | Reduce -1.0% | 136,653 | $23.1M |
| Private Capital Management LLC | 4.60% | Reduce -3.3% | 135,974 | $23.0M |
| Waterford Advisors, LLC | 11.66% | Add +3.6% | 135,279 | $22.9M |
| Wealthcare Advisory Partners LLC | 0.63% | Reduce -3.8% | 134,920 | $22.8M |
| Quest Investment Management LLC | 2.64% | Reduce -1.9% | 134,418 | $22.8M |
| AAF Wealth Management, LLC | 11.48% | Add +2.2% | 134,391 | $22.8M |
| Parker Financial LLC | 11.15% | Reduce -1.9% | 134,092 | $22.7M |
| Bare Financial Services, Inc | 9.08% | Add +7.6% | 133,440 | $22.6M |
| Parallel Advisors, LLC | 0.51% | Add +5.1% | 132,907 | $22.5M |
| Capital Wealth Management, LLC | 9.63% | Add +0.3% | 132,654 | $22.5M |
| Janus Henderson Group PLC | 0.01% | Reduce -2.4% | 132,312 | $22.4M |
| Financial Management Professionals, Inc. | 2.81% | Add +2.5% | 131,222 | $22.2M |
| Robertson Stephens Wealth Management, LLC | 0.79% | Reduce -1.5% | 130,972 | $22.2M |
| Wealthspan Partners, LLC | 10.58% | Add +2.3% | 130,821 | $22.1M |
| Certified Advisory Corp | 2.40% | Reduce -0.8% | 130,436 | $22.1M |
| Fifth Third Securities, Inc. | 1.87% | Add +3.0% | 130,065 | $22.0M |
| Cahill Financial Advisors Inc. | 2.97% | Reduce -1.8% | 129,329 | $21.9M |
| M Holdings Securities, Inc. | 3.52% | New | 128,775 | $21.8M |
| Ameritas Advisory Services, LLC | 0.75% | Add +52.2% | 127,965 | $21.7M |
| Compass Planning Associates Inc | 21.63% | — | 125,830 | $21.3M |
| Global Retirement Partners, LLC | 0.61% | Add +0.6% | 125,008 | $21.2M |
| Evolution Advisers, Inc. | 11.56% | Add +1.6% | 124,981 | $21.2M |
| Arcadia Wealth Management, LLC | 10.69% | Add +3.0% | 124,788 | $21.1M |
| First PREMIER Bank | 5.35% | Add +2.0% | 124,020 | $21.0M |
| Evergreen Capital Management LLC | 0.68% | Add +26.5% | 123,598 | $20.9M |
| Copperwynd Financial, LLC | 5.72% | Add +5.8% | 122,528 | $20.7M |
| 25 LLC | 8.73% | Add +3.7% | 121,798 | $20.6M |
| Greenup Street Wealth Management LLC | 4.09% | Add +28.5% | 121,639 | $20.6M |
| Droms Strauss Advisors Inc. /Mo/ | 6.72% | Reduce -0.5% | 121,638 | $20.6M |
| Members Advisory Group LLC | 8.38% | Add +1070.7% | 120,654 | $20.4M |
| Lebenthal Global Advisors, LLC | 3.73% | Reduce 0.0% | 120,690 | $20.4M |
| Independent Advisor Alliance | 0.27% | Add +556.7% | 120,313 | $20.4M |
| Venture Visionary Partners LLC | 0.86% | Reduce -0.8% | 120,046 | $20.3M |
| Spire Wealth Management | 0.63% | Add +1.4% | 119,907 | $20.3M |
| Benchmark Wealth Management, LLC | 9.97% | Reduce -0.9% | 119,642 | $20.3M |
| Chicago Partners Investment Group LLC | 0.67% | Reduce -1.3% | 118,936 | $20.2M |
| Elite Financial, Inc. | 10.94% | — | 119,308 | $20.2M |
| Shore Point Advisors, LLC | 10.85% | Add +1.7% | 119,134 | $20.2M |
| Hennion & Walsh Asset Management, Inc. | 0.91% | New | 118,596 | $20.1M |
| First Horizon Advisors, Inc. | 0.56% | Add +2.9% | 117,996 | $20.0M |
| Heartwood Wealth Advisors LLC | 2.25% | Reduce -0.5% | 117,770 | $19.9M |
| Veery Capital, LLC | 7.59% | Add +1.4% | 117,184 | $19.8M |
| Staley Capital Advisers Inc. | 0.88% | Add +0.5% | 116,613 | $19.7M |
| CW Advisors, LLC | 0.27% | Add +0.8% | 113,890 | $19.3M |
| Valley Wealth Managers, Inc. | 1.43% | Add +5.2% | 113,235 | $19.2M |
| 49 Wealth Management, LLC | 2.72% | Reduce -28.7% | 112,759 | $19.1M |
| Meridian Wealth Management, LLC | 0.90% | Add +4.0% | 112,571 | $19.1M |
| Bank of Montreal | 0.01% | Add +0.8% | 111,865 | $18.9M |
| Tenret Co LLC | 11.91% | Add +3.8% | 111,651 | $18.9M |
| Smith & Howard Wealth Management, LLC | 5.34% | Add +1.1% | 111,432 | $18.9M |
| Goldstone Financial Group, LLC | 2.95% | Add +9.9% | 111,249 | $18.8M |
| Frisch Financial Group, Inc. | 5.68% | Reduce -15.8% | 110,905 | $18.8M |
| Nabity-Jensen Investment Management Inc | 14.13% | Reduce -0.1% | 110,532 | $18.7M |
| Stratos Wealth Partners, LTD. | 0.27% | Add +6.8% | 110,104 | $18.6M |
| Mutual Advisors, LLC | 0.54% | Reduce -7.0% | 106,741 | $18.5M |
| Mitchell McLeod Pugh & Williams Inc. | 3.88% | Add +8.2% | 109,235 | $18.5M |
| Firestone Capital Management | 4.59% | Add +1.2% | 109,020 | $18.5M |
| Topel & Distasi Wealth Management, LLC | 7.89% | Add +0.9% | 108,782 | $18.4M |
| Wellspring Financial Advisors, LLC | 1.92% | Reduce -0.2% | 942,136 | $18.4M |
| Marshall Financial Group Inc. | 5.45% | Reduce -2.3% | 105,416 | $17.8M |
| R. W. Roge & Company, Inc. | 9.59% | Add +7.8% | 105,048 | $17.8M |
| White Lighthouse Investment Management Inc. | 3.11% | Add +3.4% | 104,438 | $17.7M |
| RFG Advisory, LLC | 0.50% | Reduce -2.2% | 104,114 | $17.6M |
| Beacon Financial Strategies CORP | 11.71% | Add +4.4% | 103,503 | $17.5M |
| Boyd Wealth Management, LLC | 8.63% | Add +20.7% | 103,346 | $17.5M |
| Bokf, NA | 0.29% | Add +28.3% | 104,091 | $17.5M |
| Hemington Wealth Management | 4.31% | Reduce -4.1% | 101,230 | $17.1M |
| Sovereign Financial Group, Inc. | 3.91% | Add +4.6% | 100,574 | $17.0M |
| Obsidian Personal Planning Solutions LLC | 8.21% | Add +4.7% | 96,312 | $17.0M |
| Lokken Investment Group LLC | 7.32% | Reduce -12.6% | 100,142 | $17.0M |
| Compton Wealth Advisory Group, LLC | 4.37% | Add +1.1% | 100,064 | $16.9M |
| Park Avenue Securities LLC | 0.17% | Add +2.0% | 99,934 | $16.9M |
| Aspire Private Capital, LLC | 4.18% | Reduce -1.4% | 99,665 | $16.9M |
| Composition Wealth, LLC | 0.34% | Reduce -19.0% | 99,295 | $16.8M |
| Matrix Private Capital Group LLC | 9.44% | Add +1.9% | 97,795 | $16.6M |
| Cherry Tree Wealth Management, LLC | 4.10% | Reduce -1.9% | 97,782 | $16.6M |
| VestGen Investment Management | 4.51% | Reduce -1.0% | 97,642 | $16.5M |
| Bell Investment Advisors, Inc | 3.08% | Reduce -0.5% | 97,514 | $16.5M |
| Valence8 US LP | 7.92% | Add +0.8% | 97,398 | $16.5M |
| Bay Harbor Wealth Management, LLC | 5.22% | Reduce -3.2% | 94,950 | $16.1M |
| Associated Banc-Corp | 0.48% | Reduce -1.0% | 94,678 | $16.0M |
| SOL Capital Management CO | 1.78% | Add +8.6% | 94,478 | $16.0M |
| Legacy Edge Advisors, LLC | 2.54% | Add +0.2% | 94,561 | $16.0M |
| Campbell Deegan Wealth Management, LLC | 19.08% | — | 93,829 | $15.9M |
| Impact Partnership Wealth, LLC | 3.20% | Add +6.6% | 93,607 | $15.8M |
| Pure Financial Advisors, LLC | 0.36% | Add +3.7% | 93,590 | $15.8M |
| Falcon Wealth Planning | 1.76% | Add +3.0% | 93,388 | $15.8M |
| Cresta Advisors, Ltd. | 8.26% | No change | 90,519 | $15.8M |
| Capital Investment Advisory Services, LLC | 1.52% | Add +2.2% | 93,211 | $15.8M |
| NBT Bank, N.A. | 1.10% | Add +11.6% | 93,017 | $15.7M |
| Stone Summit Wealth LLC | 5.27% | Reduce -1.1% | 92,725 | $15.7M |
| Aspen Wealth Strategies, LLC | 9.98% | Reduce -3.8% | 92,163 | $15.6M |
| Global Strategic Investment Solutions, LLC | 1.81% | Add +1.1% | 91,325 | $15.5M |
| Elm Partners Management LLC | 1.05% | Reduce -28.6% | 91,138 | $15.4M |
| CJM Wealth Advisers, Ltd. | 5.18% | Add +0.8% | 90,903 | $15.4M |
| Sightline Wealth Advisors, LLC | 8.25% | Add +5.9% | 90,268 | $15.3M |
| Robinswood Financial LLC | 5.71% | Reduce -0.5% | 89,154 | $15.1M |
| Aspiriant, LLC | 0.54% | Reduce -0.3% | 88,963 | $15.1M |
| Advantage Trust Co | 8.79% | Add +7.7% | 88,230 | $14.9M |
| Gemmer Asset Management LLC | 1.45% | Add +0.7% | 86,879 | $14.7M |
| Whitegate Investment Counselors, Inc. | 4.96% | Reduce -23.7% | 85,449 | $14.5M |
| Constant Guidance Financial LLC | 12.34% | New | 84,630 | $14.3M |
| Focus Partners Advisor Solutions, LLC | 0.24% | Reduce -8.4% | 83,387 | $14.1M |
| First National Bank of Omaha | 0.92% | Reduce -1.0% | 82,989 | $14.1M |
| Novem Group | 2.08% | — | 82,536 | $14.0M |
| Ellis Investment Partners, LLC | 2.73% | Add +1.7% | 81,764 | $13.8M |
| Cambridge Associates LLC /Ma/ | 0.44% | No change | 81,110 | $13.7M |
| TKG Advisors, LLC | 6.28% | Add +7.2% | 76,880 | $13.6M |
| Berger Financial Group, Inc | 0.94% | Add +0.7% | 80,249 | $13.6M |
| Plum Street Advisors, LLC | 6.68% | Add +5.3% | 79,958 | $13.5M |
| UMB Bank, n.a. | 0.21% | Reduce -13.4% | 79,702 | $13.5M |
| Antonelli Financial Advisors, LLC | 11.36% | — | 79,381 | $13.4M |
| Greenhouse Wealth Management, LLC | 8.87% | Add +0.2% | 79,289 | $13.4M |
| First United Bank & Trust | 4.87% | Add +0.3% | 79,128 | $13.4M |
| AE Wealth Management LLC | 0.11% | Add +9.1% | 79,092 | $13.4M |
| Bank Hapoalim BM | 2.26% | No change | 79,000 | $13.4M |
| Leeward Financial Partners, LLC | 4.77% | Add +1.7% | 78,999 | $13.4M |
| Manchester Capital Management LLC | 1.55% | Reduce -3.5% | 78,822 | $13.3M |
| Essex Financial Services, Inc. | 0.94% | Reduce -1.3% | 78,531 | $13.3M |
| Symmetry Partners, LLC | 1.89% | Add +12.3% | 78,287 | $13.3M |
| Rinkey Investments | 4.23% | Add +9.1% | 78,059 | $13.2M |
| Schwallier Wealth Management LLC | 9.97% | Reduce -1.8% | 77,410 | $13.1M |
| IFG Advisory, LLC | 0.74% | Add +2.5% | 77,029 | $13.0M |
| Breakwater Capital Group | 2.59% | Reduce -4.2% | 76,853 | $13.0M |
| Gallagher Fiduciary Advisors, LLC | 2.54% | Reduce -6.0% | 76,589 | $13.0M |
| One Charles Private Wealth Services, LLC | 4.35% | Add +14.0% | 76,422 | $12.9M |
| Valley National Advisers Inc. | 2.32% | Add +17.2% | 76,303 | $12.9M |
| Tortoise Investment Management, LLC | 1.36% | Add +7.1% | 76,219 | $12.9M |
| Consolidated Portfolio Review Corp | 2.03% | Add +15.0% | 75,830 | $12.8M |
| Ashton Thomas Private Wealth, LLC | 0.50% | Add +126.6% | 75,432 | $12.8M |
| Madden Advisory Services, Inc. | 5.92% | Add +0.4% | 75,276 | $12.7M |
| E&G Advisors, LLC | 3.45% | Reduce -0.3% | 75,020 | $12.7M |
| Latigo Investments, LLC | 6.45% | No change | 74,917 | $12.7M |
| Clark Financial Services Group Inc. | 9.69% | Add +1.6% | 74,842 | $12.7M |
| Wealthspire Retirement, LLC | 0.99% | Reduce -0.9% | 74,230 | $12.6M |
| Financial Advisory Partners, LLC | 4.11% | Add +2.8% | 73,116 | $12.4M |
| Bison Wealth, LLC | 1.51% | — | 73,025 | $12.4M |
| Sowell Financial Services LLC | 0.65% | Reduce -1.1% | 72,507 | $12.3M |
| Archford Capital Strategies, LLC | 1.85% | Reduce -2.1% | 72,344 | $12.2M |
| Manning & Napier Advisors LLC | 0.14% | New | 71,526 | $12.1M |
| CGN Advisors LLC | 1.17% | Add +5.4% | 71,149 | $12.0M |
| Matauro, LLC | 2.60% | — | 71,020 | $12.0M |
| Perkins Coie Trust Co | 2.64% | New | 70,863 | $12.0M |
| CX Institutional | 0.48% | Add +18.2% | 70,852 | $12.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.05% | Reduce -4.7% | 71,000 | $12.0M |
| Outlook Wealth Advisors, LLC | 3.43% | Add +2.9% | 70,536 | $11.9M |
| Everhart Financial Group, Inc. | 2.46% | Add +12.2% | 70,518 | $11.9M |
| Visionary Wealth Advisors | 0.70% | Add +2.6% | 70,483 | $11.9M |
| Horizon Bancorp Inc. | 5.58% | Add +1.1% | 69,923 | $11.8M |
| Weaver Capital Management LLC | 3.31% | Reduce -2.4% | 69,432 | $11.8M |
| WealthShield Partners, LLC | 1.67% | Add +20.6% | 69,415 | $11.8M |
| Harbour Investments, Inc. | 0.34% | Add +6.5% | 69,313 | $11.7M |
| Savvy Advisors, Inc. | 1.41% | Add +15.7% | 69,146 | $11.7M |
| Cercano Management LLC | 0.30% | No change | 69,120 | $11.7M |
| LaSalle St. Investment Advisors, LLC | 3.63% | Add +4.8% | 69,054 | $11.7M |
| Diversified Portfolios, Inc. | 1.27% | Add +1.8% | 68,900 | $11.7M |
| Sigma Planning Corp | 0.37% | Add +0.8% | 68,693 | $11.6M |
| AJ Advisors, LLC | 6.02% | Add +1.8% | 68,551 | $11.6M |
| Valmark Advisers, Inc. | 0.18% | Reduce -6.4% | 68,545 | $11.6M |
| Gill Capital Partners, LLC | 4.16% | Add +6.0% | 68,468 | $11.6M |
| Bruce G. Allen Investments, LLC | 9.40% | Add +3.1% | 68,413 | $11.6M |
| Grove Bank & Trust | 1.60% | Add +4.9% | 68,286 | $11.6M |
| Oak Root LLC | 1.51% | Reduce -6.8% | 68,281 | $11.6M |
| Steele Capital Management, Inc. | 0.60% | Add +10.6% | 68,220 | $11.5M |
| Americana Partners, LLC | 0.47% | Add +2.2% | 68,199 | $11.5M |
| Kathmere Capital Management, LLC | 1.03% | Add +2.7% | 67,907 | $11.5M |
| Dynamic Wealth Strategies, LLC | 10.16% | Reduce -0.0% | 67,415 | $11.4M |
| SWP Financial LLC | 6.86% | Reduce -21.7% | 67,210 | $11.4M |
| STAR Financial Bank | 8.19% | Add +17.2% | 67,204 | $11.4M |
| Richard P Slaughter Associates Inc | 2.54% | Add +1.6% | 66,872 | $11.3M |
| OneDigital Investment Advisors LLC | 0.13% | Add +3.4% | 66,586 | $11.3M |
| Aire Advisors, LLC | 2.32% | Reduce -0.1% | 66,463 | $11.3M |
| Ascent Group, LLC | 0.84% | Reduce -3.7% | 66,094 | $11.2M |
| Systelligence, LLC | 2.76% | Reduce -18.3% | 66,090 | $11.2M |
| Red Wave Investments LLC | 3.90% | No change | 65,825 | $11.1M |
| Retirement Planning Group, LLC | 0.56% | Reduce -11.9% | 65,641 | $11.1M |
| Emerald Advisors, LLC | 1.53% | Add +3.1% | 65,419 | $11.1M |
| Traveka Wealth, LLC | 6.09% | Add +15.7% | 65,196 | $11.0M |
| Transcend Capital Advisors, LLC | 0.80% | Add +5.8% | 65,086 | $11.0M |
| American Investment Services, Inc. | 1.94% | Reduce -0.3% | 64,766 | $11.0M |
| Keystone Financial Group | 1.08% | Add +0.5% | 64,293 | $10.9M |
| Collective Family Office LLC | 2.98% | Add +1.0% | 64,214 | $10.9M |
| REAP Financial Group, LLC | 2.70% | Add +1.5% | 64,193 | $10.9M |
| Northeast Financial Consultants Inc | 0.46% | Reduce -8.7% | 64,043 | $10.8M |
| 5th Street Advisors, LLC | 5.57% | Reduce -5.2% | 63,239 | $10.7M |
| Quotient Wealth Partners, LLC | 0.35% | Reduce -0.3% | 62,782 | $10.6M |
| Pathstone Holdings, LLC | 0.05% | Reduce -27.2% | 62,442 | $10.6M |
| Sandbox Financial Partners, LLC | 3.52% | Add +4.7% | 62,420 | $10.6M |
| QRG Capital Management, Inc. | 0.11% | Reduce -0.2% | 62,304 | $10.5M |
| Wealthfront Advisers LLC | 0.03% | Add +5.5% | 62,136 | $10.5M |
| Greenbush Financial Group, LLC | 5.49% | — | 61,399 | $10.4M |
| Mokosak Advisory Group, LLC | 3.11% | Reduce -0.8% | 61,276 | $10.4M |
| TBH Global Asset Management, LLC | 2.46% | Reduce -17.5% | 60,843 | $10.4M |
| Geneos Wealth Management Inc. | 0.36% | Add +6.3% | 60,986 | $10.3M |
| Commerce Bank | 0.06% | Add +2.7% | 60,984 | $10.3M |
| Farther Finance Advisors, LLC | 0.37% | Reduce -22.8% | 60,824 | $10.3M |
| Affiance Financial, LLC | 2.45% | Add +7.5% | 60,528 | $10.2M |
| Perigon Wealth Management, LLC | 0.25% | Add +8.7% | 58,985 | $10.2M |
| BlueStem Wealth Partners, LLC | 1.34% | — | 60,464 | $10.2M |
| Lodestar Private Asset Management LLC | 1.28% | Reduce -0.7% | 60,443 | $10.2M |
| Cooksen Wealth, LLC | 9.39% | Add +3.4% | 60,315 | $10.2M |
| Snowden Capital Advisors LLC | 0.32% | Reduce -12.0% | 60,073 | $10.2M |
| First Heartland Consultants, Inc. | 1.04% | Add +4.8% | 60,033 | $10.2M |
| Manuka Financial, LLC | 6.80% | — | 59,579 | $10.1M |
| BTC Capital Management, Inc. | 0.93% | Add +2.1% | 59,679 | $10.1M |
| CoreCap Advisors, LLC | 0.46% | Reduce -0.6% | 59,221 | $10.0M |
| Maryland Capital Advisors Inc. | 4.62% | Reduce -0.8% | 58,928 | $10.0M |
| Von Berge Wealth Management Group, LLC | 6.03% | Add +1.7% | 56,088 | $10.0M |
| Aristotle Capital Management, LLC | 0.02% | Add +1781.3% | 58,472 | $9.9M |
| PFG Advisors | 0.60% | Add +9.3% | 58,137 | $9.8M |
| Oppenheimer & Co. Inc. | 0.15% | Add +13.8% | 58,113 | $9.8M |
| Safir Wealth Advisors, LLC | 7.57% | Add +2.7% | 57,970 | $9.8M |
| Zhang Financial LLC | 0.56% | Reduce -0.1% | 57,734 | $9.8M |
| Foundations Investment Advisors, LLC | 0.19% | Add +128.5% | 57,614 | $9.8M |
| Mayfair Advisory Group, LLC | 5.73% | Add +11.0% | 57,441 | $9.7M |
| Gotham Asset Management | 0.09% | Add +40.9% | 57,209 | $9.7M |
| G&S Capital LLC | 4.00% | Add +5.6% | 57,200 | $9.7M |
| Payne Capital Management, LLC | 4.18% | — | 57,191 | $9.7M |
| Compound Planning, Inc. | 0.49% | Add +480.3% | 56,785 | $9.6M |
| Regent Peak Wealth Advisors LLC | 2.15% | Reduce -2.6% | 56,506 | $9.6M |
| Raab & Moskowitz Asset Management LLC | 2.34% | Add +3.4% | 56,392 | $9.5M |
| Keeler & Nadler Financial Planning & Wealth Management | 4.43% | Reduce -0.6% | 55,836 | $9.5M |
| Sterling Investment Advisors LLC | 5.50% | Reduce -2.3% | 55,647 | $9.4M |
| Kingsview Wealth Management, LLC | 0.18% | Add +15.2% | 55,504 | $9.4M |
| Sapient Capital LLC | 0.18% | Add +14.4% | 55,444 | $9.4M |
| PCA Investment Advisory Services Inc. | 4.35% | Add +1.5% | 55,431 | $9.4M |
| Wedbush Securities Inc. | 0.33% | Add +31.3% | 55,395 | $9.4M |
| Qube Research & Technologies Ltd | 0.02% | Add +10.2% | 55,223 | $9.3M |
| Vantagepoint Investment Advisers LLC | 1.49% | Reduce -39.8% | 55,020 | $9.3M |
| Lutz Financial Services LLC | 0.75% | Add +1.4% | 54,745 | $9.3M |
| Cranbrook Wealth Management, LLC | 2.15% | Reduce -0.1% | 54,735 | $9.3M |
| Hoge Financial Services, LLC | 6.79% | Add +5.5% | 54,728 | $9.3M |
| Orser Capital Management, LLC | 6.38% | Add +11.3% | 54,716 | $9.3M |
| Integrity Wealth Solutions LLC | 5.15% | Add +1.2% | 54,272 | $9.2M |
| Black Diamond Financial, LLC | 1.38% | Add +1.5% | 54,235 | $9.2M |
| Cornerstone Wealth Management, LLC | 0.61% | Add +1.3% | 53,792 | $9.1M |
| Breed's Hill Capital LLC | 4.75% | No change | 53,659 | $9.1M |
| Financial Advocates Investment Management | 0.52% | Add +4.8% | 53,423 | $9.0M |
| CENTRAL TRUST Co | 0.22% | Reduce -22.8% | 53,419 | $9.0M |
| BLB&B Advisors, LLC | 0.46% | Reduce -1.8% | 53,272 | $9.0M |
| Prairieview Wealth Partners, LLC | 9.69% | Reduce -0.6% | 52,955 | $9.0M |
| Morningstar Investment Services LLC | 0.81% | Reduce -85.7% | 52,685 | $8.9M |
| CWS Financial Advisors, LLC | 2.89% | Add +8.7% | 52,673 | $8.9M |
| Five Pine Wealth Management | 7.50% | — | 52,543 | $8.9M |
| Nations Financial Group Inc, /Ia/ | 0.65% | Reduce -36.8% | 52,192 | $8.8M |
| IFP Advisors, Inc | 0.29% | Add +8.5% | 51,909 | $8.8M |
| Hurley Capital, LLC | 7.07% | — | 51,573 | $8.8M |
| Apollon Wealth Management, LLC | 0.20% | Add +61.5% | 51,865 | $8.8M |
| Northstar Group, Inc. | 1.53% | Add +0.1% | 51,860 | $8.8M |
| Bridgewealth Advisory Group, LLC | 2.47% | Add +68.5% | 49,184 | $8.7M |
| Magnolia Capital Advisors LLC | 2.26% | Add +8.2% | 51,505 | $8.7M |
| Mayport, LLC | 2.57% | Add +5.5% | 51,476 | $8.7M |
| Capital Analysts, LLC | 0.35% | Reduce -6.9% | 51,128 | $8.7M |
| Concourse Financial Group Securities, Inc. | 0.49% | Reduce -1.5% | 49,091 | $8.6M |
| Boston Partners | 0.01% | Add +702.1% | 50,931 | $8.6M |
| Cyndeo Wealth Partners, LLC | 0.58% | Add +3.7% | 50,757 | $8.6M |
| Beacon Bridge Wealth Partners, LLC | 3.64% | Add +4.3% | 50,595 | $8.6M |
| Prime Buchholz LLC | 2.79% | — | 50,519 | $8.6M |
| Weinberger Asset Management, Inc | 3.55% | Add +3.8% | 50,202 | $8.5M |
| Planning Alternatives Ltd. | 1.30% | No change | 50,135 | $8.5M |
| Pinnacle Associates Ltd. | 0.12% | Add +0.1% | 50,100 | $8.5M |
| Inlight Wealth Management, LLC | 4.86% | — | 49,651 | $8.4M |
| JMG Financial Group, Ltd. | 0.29% | Reduce -3.8% | 49,638 | $8.4M |
| Wilmington Savings Fund Society, FSB | 0.15% | Reduce -1.1% | 48,735 | $8.3M |
| Benjamin Edwards Inc. | 0.12% | Add +18.1% | 48,649 | $8.2M |
| Arkadios Wealth Advisors | 0.45% | Reduce -14.8% | 48,462 | $8.2M |
| Quadrature Capital Ltd | 0.16% | New | 48,447 | $8.2M |
| WBH Advisory Inc. | 0.76% | Reduce -10.8% | 48,317 | $8.2M |
| Interchange Capital Partners, LLC | 2.96% | Reduce -1.3% | 48,202 | $8.2M |
| Delta Financial Group, Inc. | 1.91% | New | 48,120 | $8.1M |
| Avestar Capital, LLC | 0.74% | Reduce -9.2% | 47,987 | $8.1M |
| Gray Wealth Management Inc. | 3.07% | Add +0.6% | 47,769 | $8.1M |
| Nicolet Advisory Services, LLC | 0.74% | Reduce -4.8% | 48,086 | $8.1M |
| Watts Gwilliam & Co., LLC | 1.70% | Add +2.4% | 47,372 | $8.1M |
| Elevated Capital Advisors, LLC | 2.18% | Add +4.1% | 47,327 | $8.0M |
| Cora Capital Advisors LLC | 3.86% | Add +3.7% | 47,293 | $8.0M |
| First County Bank | 4.46% | Reduce -1.3% | 47,159 | $8.0M |
| Atmos Advisory, LLC | 5.52% | Add +3.8% | 46,989 | $8.0M |
| Family Manage LLC | 1.29% | Add +7.0% | 46,984 | $8.0M |
| NorthLanding Financial Partners, LLC | 8.02% | Reduce -2.4% | 46,958 | $7.9M |
| St. Louis Trust Co | 1.14% | Reduce -1.4% | 46,917 | $7.9M |
| Citadel Advisors | 0.01% | Add +150.3% | 46,916 | $7.9M |
| Main Line Retirement Advisors, LLC | 5.22% | Reduce -17.0% | 46,787 | $7.9M |
| Olistico Wealth, LLC | 4.60% | Reduce -0.5% | 46,701 | $7.9M |
| FF Advisors,LLC | 5.40% | Reduce -3.8% | 44,925 | $7.9M |
| Willis Johnson & Associates, Inc. | 0.60% | Reduce -4.1% | 46,254 | $7.8M |
| TPG Financial Advisors, LLC | 3.40% | Add +0.8% | 46,113 | $7.8M |
| TFR Capital, LLC. | 3.87% | — | 46,016 | $7.8M |
| Moody National Bank Trust Division | 0.81% | Reduce -10.9% | 46,007 | $7.8M |
| First National Bank Sioux Falls | 3.32% | Add +6.9% | 45,993 | $7.8M |
| HTG Investment Advisors, Inc. | 3.56% | Add +1.2% | 45,985 | $7.8M |
| Werba Rubin Papier Wealth Management | 1.82% | Reduce -1.2% | 45,687 | $7.7M |
| Hohimer Wealth Management, LLC | 1.47% | Add +4.5% | 45,496 | $7.7M |
| Private Wealth Advisors, LLC | 3.36% | Add +0.1% | 45,489 | $7.7M |
| Eclectic Associates Inc. | 2.24% | Reduce -2.3% | 44,794 | $7.6M |
| Asset Planning Corporation | 4.73% | Add +7.2% | 44,580 | $7.5M |
| IHT Wealth Management, LLC | 0.24% | Reduce -12.9% | 44,574 | $7.5M |
| Duncan Williams Asset Management, LLC | 2.97% | Add +100.5% | 44,549 | $7.5M |
| Avantax Planning Partners, Inc. | 0.27% | Reduce -6.3% | 44,064 | $7.5M |
| Signet Financial Management, LLC | 0.95% | Add +4.5% | 44,023 | $7.5M |
| GenTrust, LLC | 0.32% | Add +2.5% | 43,983 | $7.4M |
| Fermata Advisors, LLC | 1.38% | Add +15.9% | 43,777 | $7.4M |
| Harbor Investment Advisory, LLC | 0.69% | Add +3.0% | 43,624 | $7.4M |
| Focus Financial Network, Inc. | 0.29% | Add +30.3% | 43,539 | $7.4M |
| Semmax Financial Advisors Inc. | 1.97% | Add +17.5% | 41,462 | $7.4M |
| Corrigan Financial, Inc. | 1.69% | Reduce -0.1% | 43,495 | $7.4M |
| Lansing Street Advisors | 2.57% | Add +29.2% | 43,489 | $7.4M |
| Neuberger Berman Group LLC | 0.01% | Reduce -1.9% | 43,287 | $7.3M |
| Drucker Wealth 3.0, LLC | 1.69% | Add +8.3% | 43,232 | $7.3M |
| Hardy Reed LLC | 0.64% | No change | 43,231 | $7.3M |
| KFA Private Wealth Group, LLC | 3.06% | Reduce -12.2% | 43,098 | $7.3M |
| GoalFusion Wealth Management, LLC | 3.93% | Add +3.1% | 42,643 | $7.2M |
| Brighton Jones LLC | 0.21% | Add +7.9% | 42,618 | $7.2M |
| Gladstone Institutional Advisory LLC | 0.33% | Reduce -0.1% | 42,481 | $7.2M |
| Register Financial Advisors LLC | 3.61% | Add +6.1% | 42,457 | $7.2M |
| Founders Financial Securities LLC | 0.65% | Reduce -30.4% | 42,453 | $7.2M |
| Stevens Capital Partners | 3.25% | Reduce -2.2% | 42,368 | $7.2M |
| Wealthedge Investment Advisors, LLC | 3.23% | — | 42,275 | $7.2M |
| Beacon Financial Group | 0.77% | Add +9.4% | 42,046 | $7.1M |
| Dravo Bay LLC | 3.41% | Add +13.2% | 41,601 | $7.0M |
| Titleist Asset Management, LLC | 0.81% | Add +383.7% | 41,582 | $7.0M |
| Ieq Capital, LLC | 0.07% | Add +70.7% | 41,495 | $7.0M |
| Paragon Capital Management Ltd | 1.41% | Reduce -1.8% | 41,462 | $7.0M |
| Spreng Capital Management, Inc. | 3.13% | Add +7.8% | 41,413 | $7.0M |
| Souders Financial Advisors | 0.97% | New | 41,227 | $7.0M |
| Prestige Wealth Management Group LLC | 1.44% | Add +0.7% | 40,927 | $6.9M |
| Jane Street Group, LLC | 0.01% | Reduce -91.8% | 40,903 | $6.9M |
| Forbes Financial Planning, Inc. | 3.34% | Reduce -0.3% | 40,673 | $6.9M |
| Pine Valley Investments Ltd Liability Co | 0.45% | Add +1.7% | 40,244 | $6.8M |
| Keyvantage Wealth, LLC | 4.85% | — | 40,037 | $6.8M |
| LongView Wealth Management | 2.06% | Add +4.2% | 40,009 | $6.8M |
| Ocean Park Asset Management, LLC | 0.23% | No change | 39,800 | $6.7M |
| Ancora Advisors LLC | 0.15% | Add +1.3% | 39,741 | $6.7M |
| Cardiff Park Advisors, LLC | 0.64% | Add +0.1% | 39,549 | $6.7M |
| Perennial Investment Advisors, LLC | 0.79% | Add +7.2% | 39,535 | $6.7M |
| Frontier Asset Management, LLC | 2.20% | Reduce -0.3% | 39,413 | $6.7M |
| Kovack Advisors, Inc. | 0.65% | Add +0.6% | 39,042 | $6.6M |
| Agf Management Ltd. | 0.03% | Reduce -0.8% | 39,012 | $6.6M |
| Ackerman Capital Advisors, LLC | 1.73% | Reduce -0.4% | 38,905 | $6.6M |
| Aveo Capital Partners, LLC | 0.72% | Add +12.6% | 38,735 | $6.6M |
| Flagstar Securities, Inc. | 1.63% | Reduce -2.0% | 38,697 | $6.6M |
| Valeo Financial Advisors, LLC | 0.18% | Reduce -11.9% | 38,504 | $6.5M |
| Founders Grove Wealth Partners, LLC | 1.89% | — | 38,495 | $6.5M |
| Kingswood Wealth Advisors, LLC | 0.49% | Reduce -12.2% | 38,288 | $6.5M |
| Strategic Family Wealth Counselors, L.L.C. | 2.10% | Add +9.8% | 38,158 | $6.5M |
| Florida Financial Advisors, LLC | 2.88% | Add +4.1% | 38,033 | $6.4M |
| Mustard Seed Financial, LLC | 5.23% | Reduce -1.3% | 38,018 | $6.4M |
| Birnam Oak Advisors, LP | 3.17% | — | 38,000 | $6.4M |
| Gunma Bank,Ltd. | 2.12% | Reduce -19.1% | 38,000 | $6.4M |
| Advisors Preferred, LLC | 1.03% | No change | 38,000 | $6.4M |
| Flagship Wealth Advisors, LLC | 3.77% | — | 37,917 | $6.4M |
| Sharper & Granite LLC | 2.82% | Add +0.7% | 37,895 | $6.4M |
| Investment Advisory Group, LLC | 2.15% | Add +2.6% | 37,865 | $6.4M |
| Koss-Olinger Consulting, LLC | 0.56% | Add +1.0% | 37,688 | $6.4M |
| Cerro Pacific Wealth Advisors LLC | 2.11% | Reduce -0.1% | 36,497 | $6.4M |
| Financial Counselors Inc. | 0.09% | Add +8.8% | 37,431 | $6.3M |
| Richardson Financial Services Inc. | 4.44% | Reduce -19.3% | 37,383 | $6.3M |
| Prism Advisors, Inc. | 1.89% | Reduce -0.3% | 37,278 | $6.3M |
| McLean Asset Management Corp | 1.90% | Add +6.4% | 37,272 | $6.3M |
| Financial Life Advisors | 2.36% | Reduce -0.9% | 37,078 | $6.3M |
| Uptick Partners, LLC | 2.27% | Reduce -6.3% | 37,060 | $6.3M |
| Family CFO Inc | 3.42% | Add +2.7% | 36,714 | $6.2M |
| IPG Investment Advisors LLC | 1.41% | Add +29.3% | 36,702 | $6.2M |
| Simmons Bank | 0.45% | Reduce -3.4% | 36,703 | $6.2M |
| Watershed Private Wealth LLC | 2.42% | Reduce -0.0% | 36,640 | $6.2M |
| Grey Ledge Advisors, LLC | 1.60% | Add +1.9% | 36,617 | $6.2M |
| Nisa Investment Advisors, LLC | 0.02% | New | 36,600 | $6.2M |
| Blue Trust, Inc. | 0.08% | Add +0.1% | 36,434 | $6.2M |
| HB Wealth Management, LLC | 0.06% | Reduce -17.7% | 36,311 | $6.1M |
| UNIVEST FINANCIAL Corp | 0.38% | Add +10.5% | 35,891 | $6.1M |
| Atlas Capital Advisors Inc. | 0.77% | Add +1.5% | 35,788 | $6.1M |
| Flagship Harbor Advisors, LLC | 0.32% | Reduce -0.6% | 35,676 | $6.0M |
| Wetzel Investment Advisors, Inc. | 3.00% | Add +11.4% | 35,503 | $6.0M |
| Stratos Wealth Advisors, LLC | 0.29% | Reduce -1.7% | 35,442 | $6.0M |
| Vivid Wealth Management, LLC | 3.03% | Add +0.8% | 35,357 | $6.0M |
| AlTi Global, Inc. | 0.14% | Add +10.9% | 35,329 | $6.0M |
| Wealth Management Strategies, Inc. | 4.57% | — | 35,320 | $6.0M |
| Baker Tilly Wealth Management, LLC | 2.34% | New | 35,318 | $6.0M |
| Beaumont Financial Advisors, LLC | 0.45% | Reduce -2.7% | 35,138 | $5.9M |
| Cutler Investment Counsel LLC | 0.74% | Reduce -28.7% | 35,082 | $5.9M |
| Phillips Financial Management, LLC | 0.47% | Reduce -3.6% | 35,077 | $5.9M |
| Martel Wealth Advisors LLC | 1.15% | Reduce -6.3% | 34,803 | $5.9M |
| Vicus Capital | 0.52% | Reduce -12.1% | 34,775 | $5.9M |
| Chris Bulman Inc | 3.75% | Add +6.9% | 34,685 | $5.9M |
| Thrive Capital Management, LLC | 2.68% | Add +32.7% | 34,582 | $5.9M |
| Winthrop Capital Management, LLC | 1.55% | New | 34,578 | $5.8M |
| Integrated Investment Consultants, LLC | 1.20% | Add +0.5% | 34,276 | $5.8M |
| Osborne Partners Capital Management, LLC | 0.34% | Add +0.3% | 34,217 | $5.8M |
| Trinity Financial Advisors LLC | 2.20% | Reduce -42.7% | 34,204 | $5.8M |
| Performance Wealth Partners, LLC | 0.19% | Add +30.8% | 34,030 | $5.8M |
| Insigneo Advisory Services, LLC | 0.60% | Add +8.1% | 34,022 | $5.8M |
| Verdence Capital Advisors LLC | 0.46% | Reduce -0.2% | 33,723 | $5.7M |
| Avant Capital LLC | 4.73% | — | 33,676 | $5.7M |
| Advyzon Investment Management, LLC | 2.20% | — | 33,674 | $5.7M |
| Quantinno Capital Management LP | 0.06% | Add +40.5% | 33,661 | $5.7M |
| SigFig Wealth Management, LLC | 0.21% | Add +6.8% | 33,649 | $5.7M |
| Journey Beyond Wealth, LLC | 5.33% | — | 33,513 | $5.7M |
| Greystone Financial Group, LLC | 0.98% | Add +26.3% | 33,293 | $5.6M |
| Marietta Wealth Management, LLC | 0.81% | Add +2.3% | 33,218 | $5.6M |
| Abacus Planning Group, Inc. | 0.99% | Reduce -0.1% | 33,130 | $5.6M |
| O'shaughnessy Asset Management, LLC | 0.05% | Reduce -1.8% | 33,083 | $5.6M |
| U.S. Capital Wealth Advisors, LLC | 0.17% | Add +8.3% | 32,885 | $5.6M |
| Stark Wealth Management LLC | 4.09% | — | 32,821 | $5.6M |
| Santori & Peters, Inc. | 2.13% | Add +2.2% | 32,817 | $5.6M |
| Fourth Dimension Wealth, LLC | 2.88% | — | 32,631 | $5.5M |
| Csenge Advisory Group | 0.30% | Reduce -18.4% | 32,610 | $5.5M |
| VSM Wealth Advisory, LLC | 1.97% | — | 32,585 | $5.5M |
| Red Tortoise LLC | 2.86% | Reduce -2.3% | 32,266 | $5.5M |
| Bonfire Financial | 4.93% | — | 32,203 | $5.5M |
| Washington Trust Advisors, Inc. | 0.45% | Reduce -0.4% | 32,139 | $5.4M |
| Bath Savings Trust Co | 0.55% | Add +0.3% | 32,089 | $5.4M |
| Yarger Wealth Strategies, LLC | 3.12% | Reduce -5.8% | 31,949 | $5.4M |
| Windward Private Wealth Management Inc. | 2.10% | Reduce -4.1% | 31,891 | $5.4M |
| Capital Advisors, Ltd. LLC | 0.68% | Add +1.3% | 31,801 | $5.4M |
| Accel Wealth Management | 2.04% | Add +1.4% | 31,768 | $5.4M |
| One Capital Management, LLC | 0.18% | Add +13.6% | 31,725 | $5.4M |
| Aries Wealth Management | 1.47% | Add +30.8% | 31,641 | $5.4M |
| Texas Yale Capital Corp. | 0.21% | Reduce -2.1% | 31,442 | $5.3M |
| Alexander Labrunerie & Co., Inc. | 2.37% | Add +4.9% | 31,273 | $5.3M |
| Sax Wealth Advisors, LLC | 0.41% | Reduce -15.5% | 31,108 | $5.3M |
| Idaho Trust Co | 2.65% | Add +36.1% | 31,039 | $5.3M |
| Riversedge Advisors, LLC | 1.18% | Add +0.4% | 30,945 | $5.2M |
| Caprock Group, LLC | 0.17% | Reduce -11.7% | 30,917 | $5.2M |
| Nikulski Financial, Inc. | 1.54% | Reduce -0.7% | 30,890 | $5.2M |
| Argent Trust Co | 0.21% | Reduce -1.6% | 30,726 | $5.2M |
| Eagle Strategies LLC | 0.90% | Add +2.0% | 30,609 | $5.2M |
| Tsfg, LLC | 1.06% | Reduce -0.5% | 30,582 | $5.2M |
| Catalyst Private Wealth, LLC | 2.30% | Add +0.8% | 30,553 | $5.2M |
| Beaumont Asset Management, L.L.C. | 2.99% | Reduce -10.5% | 30,496 | $5.2M |
| LPWM LLC | 1.65% | Reduce -1.5% | 30,375 | $5.1M |
| Edge Capital Group, LLC | 0.23% | Reduce -0.6% | 30,278 | $5.1M |
| Defined Wealth Management, LLC | 3.35% | Add +0.1% | 29,865 | $5.1M |
| Johnson Investment Counsel Inc. | 0.05% | Reduce -0.1% | 29,724 | $5.0M |
| Trust Co of the South | 1.02% | Add +42.4% | 29,670 | $5.0M |
| Kelleher Financial Advisors | 1.89% | Reduce -0.1% | 29,642 | $5.0M |
| Diversified Trust Co. | 0.12% | Add +0.9% | 29,639 | $5.0M |
| Family Wealth Partners, LLC | 2.38% | Reduce -0.7% | 29,516 | $5.0M |
| Destination Wealth Management | 0.16% | Reduce -1.3% | 29,503 | $5.0M |
| Quadcap Wealth Management, LLC | 0.74% | Reduce -1.7% | 29,488 | $5.0M |
| ArchPoint Investors | 1.64% | No change | 29,467 | $5.0M |
| Sound View Wealth Advisors Group, LLC | 0.40% | Add +0.3% | 29,400 | $5.0M |
| Fiduciary Advisors, Inc. | 5.00% | — | 29,369 | $5.0M |
| Stephen J. Garry & Associates, LLC | 4.57% | Reduce -3.2% | 29,255 | $5.0M |
| N.E.W. Advisory Services LLC | 0.47% | Add +1.5% | 29,092 | $4.9M |
| Ballentine Partners, LLC | 0.08% | Add +0.3% | 28,954 | $4.9M |
| Novak & Powell Financial Services, Inc. | 2.92% | Reduce -1.0% | 28,949 | $4.9M |
| Opus Capital Group, LLC | 0.62% | Reduce -1.3% | 28,947 | $4.9M |
| Wedmont Private Capital | 0.26% | Add +5.3% | 28,902 | $4.8M |
| Montag A & Associates Inc. | 0.23% | Reduce -1.6% | 28,514 | $4.8M |
| Intellectus Partners, LLC | 1.07% | Add +0.7% | 28,512 | $4.8M |
| Gateway Wealth Partners, LLC | 1.25% | Add +0.6% | 28,424 | $4.8M |
| Clarity Capital Advisors, LLC | 3.20% | Add +5.7% | 28,251 | $4.8M |
| Baker Boyer National Bank | 1.65% | Reduce -1.1% | 28,200 | $4.8M |
| Laraway Financial Advisors Inc | 3.67% | Add +4.5% | 28,134 | $4.8M |
| Prospect Financial Services LLC | 2.60% | Add +6.9% | 28,079 | $4.8M |
| BCS Wealth Management | 1.17% | New | 27,877 | $4.7M |
| Wescott Financial Advisory Group, LLC | 0.49% | Reduce -0.1% | 27,877 | $4.7M |
| Compass Ion Advisors, LLC | 0.56% | Add +3.2% | 27,840 | $4.7M |
| Long Island Wealth Management, Inc. | 2.93% | Add +0.3% | 27,684 | $4.7M |
| StoneX Group Inc. | 0.25% | Add +81.5% | 27,298 | $4.6M |
| Well Done, LLC | 0.84% | No change | 26,247 | $4.6M |
| Dorsey & Whitney Trust CO LLC | 0.25% | Reduce -7.7% | 27,052 | $4.6M |
| RoundAngle Advisors LLC | 4.35% | — | 27,010 | $4.6M |
| Syon Capital LLC | 0.41% | Reduce -9.8% | 26,998 | $4.6M |
| Painted Porch Advisors LLC | 2.23% | Add +28.9% | 26,697 | $4.5M |
| MA Private Wealth | 0.84% | Reduce -1.6% | 26,545 | $4.5M |
| Factor Wealth Management LTD | 1.49% | — | 26,438 | $4.5M |
| Kiley Juergens Wealth Management, LLC | 1.12% | Add +3.4% | 26,304 | $4.5M |
| Level Financial Advisors | 1.63% | Add +25.7% | 26,228 | $4.4M |
| First Manhattan Co. Llc. | 0.01% | Reduce -5.6% | 26,215 | $4.4M |
| Barrett & Company, Inc. | 1.87% | Reduce -2.6% | 26,201 | $4.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.09% | Reduce -10.6% | 26,175 | $4.4M |
| Dentgroup LLC | 3.38% | Reduce -0.1% | 26,086 | $4.4M |
| Oak Harvest Investment Services | 0.61% | Add +22.1% | 25,965 | $4.4M |
| Westfuller Advisors, LLC | 2.79% | New | 25,900 | $4.4M |
| Empowered Funds, LLC | 0.06% | Add +4.3% | 25,854 | $4.4M |
| Bryn Mawr Trust Advisors, LLC | 0.24% | Add +0.5% | 25,779 | $4.4M |
| Maridea Wealth Management LLC | 1.40% | — | 25,634 | $4.3M |
| Rehmann Capital Advisory Group | 0.27% | Add +3.6% | 25,495 | $4.3M |
| American Alpha Advisors, LLC | 3.92% | Add +2.0% | 25,434 | $4.3M |
| First Financial Bank - Trust Division | 0.40% | Reduce -0.5% | 25,428 | $4.3M |
| Compass Investment Advisers LLC | 12.48% | — | 25,379 | $4.3M |
| Great Lakes Advisors, LLC | 0.04% | Add +4.5% | 25,288 | $4.3M |
| Sanctuary Wealth Management, L.L.C. | 2.83% | Add +26.1% | 25,252 | $4.3M |
| Claris Financial LLC | 2.80% | — | 25,127 | $4.3M |
| Ironsides Asset Advisors, LLC | 1.21% | Add +0.6% | 24,954 | $4.2M |
| Hickory Asset Management, Inc. | 3.58% | — | 24,899 | $4.2M |
| Birchcreek Wealth Management, LLC | 2.64% | Add +1.9% | 24,783 | $4.2M |
| Lodestone Wealth Management LLC | 2.08% | Reduce -11.2% | 24,544 | $4.2M |
| Glass Jacobson Investment Advisors llc | 1.36% | Add +0.6% | 24,441 | $4.1M |
| Chesley Taft & Associates LLC | 0.19% | Reduce -4.2% | 24,419 | $4.1M |
| Motiv8 Investments LLC | 2.88% | Add +8.2% | 24,249 | $4.1M |
| Hillcrest Wealth Advisors - NY, LLC | 1.93% | Reduce -2.0% | 23,970 | $4.1M |
| Quest 10 Wealth Builders, Inc. | 4.03% | — | 23,904 | $4.0M |
| Newton One Investments LLC | 1.56% | Add +1.2% | 23,831 | $4.0M |
| Councilor Wealth, LLC | 1.91% | Add +2.4% | 23,760 | $4.0M |
| Debussy Capital Management LP | 0.61% | Add +8.2% | 22,563 | $4.0M |
| Culbertson A N & Co. Inc. | 0.64% | Add +0.3% | 23,634 | $4.0M |
| Auxano Advisors, LLC | 1.01% | Add +0.0% | 23,629 | $4.0M |
| Security Financial Services, INC. | 0.81% | Add +1.2% | 23,509 | $4.0M |
| Krilogy Financial LLC | 0.26% | Add +0.3% | 23,371 | $4.0M |
| United Bank | 0.47% | Reduce -3.2% | 23,354 | $4.0M |
| Hexagon Capital Partners LLC | 0.72% | Reduce -3.4% | 23,350 | $4.0M |
| GFS Advisors, LLC | 0.60% | New | 23,315 | $3.9M |
| Sterling Group Wealth Management, LLC | 2.04% | Reduce -6.9% | 23,245 | $3.9M |
| Wealth Management Resources, Inc. | 1.45% | Add +205.6% | 23,167 | $3.9M |
| Prosperitas Financial LLC | 1.98% | Add +3.7% | 23,167 | $3.9M |
| Old National Bancorp | 0.09% | Add +38.3% | 23,114 | $3.9M |
| Wolf Group Capital Advisors | 1.88% | No change | 27,359 | $3.9M |
| Cascade Wealth Advisors, Inc | 2.62% | Reduce -6.4% | 22,864 | $3.9M |
| Good Life Advisors, LLC | 0.28% | Reduce -29.4% | 22,857 | $3.9M |
| SageView Advisory Group, LLC | 0.17% | Add +0.2% | 22,847 | $3.9M |
| Clarius Group, LLC | 0.26% | Reduce -3.4% | 22,559 | $3.8M |
| Davidson Trust Co. | 1.97% | Reduce -0.7% | 22,552 | $3.8M |
| Prosperity Planning, Inc. | 1.73% | Reduce -2.4% | 22,496 | $3.8M |
| Continuum Advisory, LLC | 0.49% | Add +0.5% | 22,453 | $3.8M |
| National Philanthropic Trust | 0.05% | Add +0.4% | 22,352 | $3.8M |
| Coastal Bridge Advisors, LLC | 0.95% | Add +11.5% | 22,335 | $3.8M |
| Aegis Wealth Management LLC | 2.55% | — | 22,299 | $3.8M |
| Disciplined Investments, LLC | 1.86% | Reduce -0.1% | 22,256 | $3.8M |
| Strategic Investment Solutions, Inc. | 1.26% | Reduce -12.1% | 21,976 | $3.8M |
| Carolinas Wealth Consulting LLC | 0.74% | Add +149.8% | 22,182 | $3.8M |
| Seeds Investor LLC | 1.07% | Add +2.3% | 22,124 | $3.7M |
| NorthStar Asset Management LLC | 2.38% | Reduce -0.6% | 22,097 | $3.7M |
| World Investment Advisors | 0.10% | Add +3.0% | 22,030 | $3.7M |
| Charter Oak Capital Management, LLC | 0.34% | Add +5.1% | 21,842 | $3.7M |
| Avidian Wealth Enterprises, LLC | 0.17% | Add +0.1% | 21,821 | $3.7M |
| Paces Ferry Wealth Advisors, LLC | 1.77% | Reduce -1.5% | 21,560 | $3.7M |
| Independent Financial Group, LLC | 0.12% | Reduce -0.1% | 21,482 | $3.6M |
| Tobias Financial Advisors, Inc. | 0.73% | Reduce -5.8% | 21,333 | $3.6M |
| Moisand Fitzgerald Tamayo, LLC | 0.51% | Reduce -1.1% | 21,326 | $3.6M |
| SlateStone Wealth, LLC | 0.35% | Reduce -71.6% | 21,257 | $3.6M |
| XML Financial, LLC | 0.33% | Add +3.8% | 21,253 | $3.6M |
| TRUE Private Wealth Advisors | 0.44% | Add +0.8% | 21,242 | $3.6M |
| Pallas Capital Advisors LLC | 0.15% | Add +4.0% | 21,205 | $3.6M |
| Evanson Asset Management, LLC | 0.24% | Add +9.8% | 21,107 | $3.6M |
| Main Street Financial Solutions, LLC | 0.35% | Add +4.4% | 21,059 | $3.6M |
| Tacita Capital Inc | 2.54% | Reduce -1.8% | 21,040 | $3.6M |
| Hubbell Strickland Wealth Management, LLC | 1.69% | Reduce -0.0% | 21,027 | $3.6M |
| United Bank | 1.50% | Add +1.1% | 20,974 | $3.6M |
| Vise Technologies, Inc. | 0.30% | Add +1.1% | 20,966 | $3.5M |
| Siligmueller & Norvid Wealth Advisors LLC | 1.51% | — | 20,952 | $3.5M |
| Carret Asset Management, LLC | 0.39% | Add +0.1% | 20,952 | $3.5M |
| Magnus Financial Group LLC | 0.34% | Reduce -0.4% | 20,927 | $3.5M |
| SteelPeak Wealth, LLC | 0.15% | Reduce -71.6% | 20,918 | $3.5M |
| ERn Financial, LLC | 0.53% | Add +1.9% | 20,861 | $3.5M |
| Triune Financial Partners, LLC | 1.11% | Add +0.3% | 20,786 | $3.5M |
| Old North State Wealth Management, LLC | 1.94% | Reduce -3.8% | 20,382 | $3.5M |
| Uptown Financial Advisors LLC | 3.72% | — | 20,378 | $3.5M |
| Kennicott Capital Management LLC | 1.77% | Reduce -0.7% | 20,356 | $3.4M |
| King Wealth Management Group | 0.50% | Add +201.8% | 20,333 | $3.4M |
| Milestone Investment Advisors LLC | 0.93% | Add +0.3% | 20,300 | $3.4M |
| Marcum Wealth, LLC | 0.30% | Add +17.9% | 20,281 | $3.4M |
| Lindbrook Capital, LLC | 0.31% | No change | 20,257 | $3.4M |
| Theory Financial LLC | 1.43% | Add +0.1% | 20,235 | $3.4M |
| L.K. Benson & Company, P.C. | 2.41% | — | 20,232 | $3.4M |
| Grandview Asset Management LLC | 1.25% | New | 20,157 | $3.4M |
| Emergent Wealth Advisors, LLC | 2.46% | Add +2.6% | 20,070 | $3.4M |
| Apexium Financial, LP | 0.21% | Add +47.9% | 20,065 | $3.4M |
| Chemistry Wealth Management LLC | 0.80% | Add +12.3% | 20,052 | $3.4M |
| Sawgrass Asset Management LLC | 0.37% | Reduce -10.4% | 20,011 | $3.4M |
| Strategic Financial Partners, Ltd. | 1.72% | Add +0.3% | 19,880 | $3.4M |
| LifePlan Investment Advisors, Inc. | 2.07% | Add +7.1% | 19,742 | $3.3M |
| DT Investment Partners, LLC | 0.28% | Reduce -31.1% | 19,689 | $3.3M |
| Segment Wealth Management, LLC | 0.23% | No change | 19,590 | $3.3M |
| Nicolet Bankshares Inc. | 0.65% | Reduce -0.7% | 19,546 | $3.3M |
| Glenview Trust Co | 0.06% | Add +1.7% | 19,517 | $3.3M |
| Lake Street Advisors Group, LLC | 0.15% | Reduce -10.2% | 19,435 | $3.3M |
| Litman Gregory Wealth Management LLC | 0.28% | Add +27.6% | 19,421 | $3.3M |
| MCF Advisors LLC | 0.23% | Add +0.8% | 19,310 | $3.3M |
| Kuhn & Co Investment Counsel | 2.78% | Add +4.3% | 19,301 | $3.3M |
| Cornerstone Advisory, LLC | 0.37% | Reduce -5.4% | 18,404 | $3.3M |
| Jefferies Financial Group Inc. | 0.04% | New | 19,253 | $3.3M |
| Hilltop Holdings Inc. | 0.21% | Add +9.6% | 19,246 | $3.3M |
| Insight Advisors, LLC/ PA | 0.56% | Reduce -2.6% | 19,216 | $3.2M |
| Moser Wealth Advisors, LLC | 1.69% | Add +5.8% | 19,160 | $3.2M |
| Maia Wealth LLC | 0.69% | Add +17.3% | 18,163 | $3.2M |
| City State Bank | 1.14% | Add +4.8% | 19,038 | $3.2M |
| Clear Creek Financial Management, LLC | 0.35% | Add +10.0% | 19,027 | $3.2M |
| Carnegie Investment Counsel | 0.09% | Add +3.2% | 18,959 | $3.2M |
| Ami Investment Management Inc. | 1.04% | Reduce -10.0% | 18,880 | $3.2M |
| United Advisor Group, LLC | 0.63% | Add +46.4% | 18,781 | $3.2M |
| Sheets Smith Wealth Management | 0.39% | Reduce -0.2% | 18,666 | $3.2M |
| Moneco Advisors, LLC | 0.33% | Add +4.3% | 18,640 | $3.2M |
| Leavell Investment Management, Inc. | 0.15% | Add +0.3% | 18,612 | $3.2M |
| Compass Advisory Group LLC | 1.13% | Reduce -16.5% | 18,605 | $3.1M |
| Principle Wealth Partners LLC | 0.22% | Reduce -2.9% | 18,517 | $3.1M |
| Wealth Advisory Solutions, LLC | 0.88% | Add +2.1% | 18,506 | $3.1M |
| Weitzel Financial Services, Inc. | 1.48% | Add +3.8% | 18,353 | $3.1M |
| Empower Advisory Group, LLC | 0.01% | Reduce -0.9% | 18,404 | $3.1M |
| Marotta Asset Management | 0.65% | Reduce -8.6% | 18,389 | $3.1M |
| Luminvest Wealth Management LLC | 1.25% | Add +0.3% | 18,260 | $3.1M |
| Salomon & Ludwin, LLC | 0.33% | Reduce -6.5% | 18,243 | $3.1M |
| Root Financial Partners, LLC | 0.38% | Add +76.8% | 18,232 | $3.1M |
| Prostatis Group LLC | 0.90% | Add +4.2% | 18,206 | $3.1M |
| Sage Mountain Advisors LLC | 0.23% | Reduce -3.7% | 18,189 | $3.1M |
| FDx Advisors, Inc. | 0.90% | Reduce -2.3% | 18,101 | $3.1M |
| Maxele Advisors, LLC | 2.92% | — | 18,093 | $3.1M |
| Western Wealth Management, LLC | 0.16% | Add +19.2% | 18,035 | $3.1M |
| SouthState Bank Corp | 0.20% | No change | 18,025 | $3.1M |
| Stonegate Investment Group, LLC | 0.08% | Add +3.5% | 18,021 | $3.1M |
| AdvisorNet Financial, Inc | 0.25% | Reduce -6.2% | 17,916 | $3.0M |
| Northeast Investment Management | 0.13% | Add +22.2% | 17,900 | $3.0M |
| Peak Retirement Planning, Inc. | 2.04% | — | 17,869 | $3.0M |
| Regions Financial Corp. | 0.02% | Add +13.9% | 17,739 | $3.0M |
| Liberty Wealth Management LLC | 0.50% | Reduce -0.5% | 17,732 | $3.0M |
| Aspen Grove Capital, LLC | 0.63% | Add +3.6% | 17,670 | $3.0M |
| Blue Barn Wealth, LLC | 1.58% | Add +39.3% | 17,651 | $3.0M |
| Fonville Wealth Management LLC | 0.99% | Add +4.6% | 17,622 | $3.0M |
| McAdam, LLC | 0.16% | Add +5.1% | 17,609 | $3.0M |
| Strategic Financial Concepts, LLC | 0.57% | Add +6.6% | 17,607 | $3.0M |
| NORTHSTAR ASSET MANAGEMENT Co | 0.68% | Add +3.0% | 17,525 | $3.0M |
| Acropolis Investment Management, LLC | 0.18% | Add +16.7% | 17,519 | $3.0M |
| Invst, LLC | 0.36% | Reduce -87.4% | 17,476 | $3.0M |
| Forza Wealth Management, LLC | 1.35% | Add +3.8% | 17,467 | $3.0M |
| World Equity Group, Inc. | 0.63% | Add +403.6% | 17,414 | $2.9M |
| Waddell & Associates, LLC | 0.30% | Reduce -1.3% | 17,409 | $2.9M |
| LM Advisors LLC | 0.53% | Add +28.3% | 17,302 | $2.9M |
| Smartleaf Asset Management LLC | 0.30% | Add +6.0% | 17,315 | $2.9M |
| D. E. Shaw & Co. | 0.00% | New | 17,256 | $2.9M |
| Amara Financial, Llc. | 2.69% | Add +0.1% | 17,242 | $2.9M |
| Horizon Investments, LLC | 0.08% | Reduce -46.6% | 17,237 | $2.9M |
| First Commonwealth Financial Corp | 0.69% | Add +85.3% | 17,201 | $2.9M |
| WESCAP Management Group, Inc. | 0.70% | Add +12.9% | 17,145 | $2.9M |
| Vident Advisory, LLC | 0.05% | Add +110.4% | 17,130 | $2.9M |
| Advisory Alpha, LLC | 0.10% | Reduce -3.1% | 17,008 | $2.9M |
| Autumn Glory Partners, LLC | 1.41% | Add +1.9% | 16,971 | $2.9M |
| Tocqueville Asset Management L.P. | 0.04% | Add +1.0% | 16,936 | $2.9M |
| Walter & Keenan Wealth Management LLC /in/ | 0.87% | Add +0.1% | 16,918 | $2.9M |
| Midwest Capital Advisors, LLC | 2.08% | — | 16,841 | $2.9M |
| SeaCrest Wealth Management, LLC | 0.30% | Add +2.0% | 16,840 | $2.9M |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 1.08% | Reduce -0.2% | 16,773 | $2.8M |
| LifeSteps Financial, Inc. | 2.17% | Add +8.1% | 16,704 | $2.8M |
| MSH Capital Advisors LLC | 0.88% | Add +3.9% | 16,601 | $2.8M |
| WoodTrust Financial Corp | 0.39% | Add +9.3% | 16,563 | $2.8M |
| BKM Wealth Management, LLC | 1.15% | Reduce -1.3% | 16,524 | $2.8M |
| Northwest Wealth Management, LLC | 0.59% | Reduce -12.5% | 16,509 | $2.8M |
| Worth Asset Management, LLC | 1.49% | Reduce -77.3% | 16,445 | $2.8M |
| Synovus Financial Corp. | 0.04% | Reduce -46.8% | 16,421 | $2.8M |
| MV Capital Management, Inc. | 0.30% | No change | 16,427 | $2.8M |
| Sageworth Trust Co of South Dakota | 3.51% | Add +0.6% | 16,400 | $2.8M |
| Hurlow Wealth Management Group, Inc. | 0.87% | Reduce -4.8% | 16,400 | $2.8M |
| Ritholtz Wealth Management | 0.08% | Reduce -2.0% | 16,382 | $2.8M |
| Acas, LLC | 2.05% | Reduce -8.6% | 15,570 | $2.8M |
| Global Wealth Management Investment Advisory, Inc. | 0.57% | Add +2.5% | 16,322 | $2.8M |
| Parsons Capital Management Inc. | 0.15% | Add +0.7% | 16,320 | $2.8M |
| Thoroughbred Financial Services, LLC | 0.17% | Add +2.8% | 16,312 | $2.8M |
| Balentine LLC | 0.11% | No change | 16,201 | $2.7M |
| Hilltop National Bank | 0.82% | Add +17.2% | 16,138 | $2.7M |
| Wells Trecaso Financial Group, LLC | 0.89% | Reduce -0.2% | 16,029 | $2.7M |
| CWA Asset Management Group, LLC | 0.14% | Add +0.3% | 16,003 | $2.7M |
| Leo Wealth, LLC | 0.24% | Reduce -10.3% | 15,994 | $2.7M |
| Blueprint Investment Partners LLC | 0.43% | Reduce -6.8% | 15,983 | $2.7M |
| Private Trust Co. NA | 0.28% | Add +24.2% | 15,952 | $2.7M |
| Prospera Capital Management, LLC | 1.96% | — | 15,773 | $2.7M |
| Intelligence Driven Advisers, LLC | 0.50% | Reduce -32.2% | 15,846 | $2.7M |
| Arete Wealth Advisors, LLC | 0.19% | Add +158.2% | 15,739 | $2.7M |
| Hart & Patterson Financial Group LLC | 1.29% | Add +1.4% | 15,719 | $2.7M |
| Lavaca Capital LLC | 1.17% | Add +10.6% | 15,700 | $2.7M |
| Pacific Financial Group Inc. | 1.97% | Reduce -0.2% | 15,691 | $2.7M |
| 44 Wealth Management LLC | 1.02% | New | 15,669 | $2.7M |
| Howard Wealth Management, LLC | 1.43% | Add +1.9% | 15,646 | $2.6M |
| Infinity Wealth Counsel, LLC | 2.83% | — | 15,646 | $2.6M |
| Monument Group Wealth Advisors, LLC | 1.87% | Reduce -6.2% | 15,636 | $2.6M |
| Mackenzie Financial Corp. | 0.00% | Reduce -45.1% | 15,571 | $2.6M |
| Welch & Forbes LLC | 0.03% | No change | 15,569 | $2.6M |
| PGIM Custom Harvest LLC | 0.05% | Add +8.4% | 15,529 | $2.6M |
| Wilson & Boucher Capital Management, LLC | 1.86% | Add +0.3% | 15,527 | $2.6M |
| Global Trust Asset Management, LLC | 1.00% | Reduce -9.8% | 15,526 | $2.6M |
| SwitchPoint Financial Planning, LLC | 2.52% | — | 15,518 | $2.6M |
| Beacon Financial Advisory LLC | 0.85% | Add +4.9% | 15,497 | $2.6M |
| Hudock, Inc. | 0.46% | Add +0.1% | 15,476 | $2.6M |
| Gilliland Jeter Wealth Management LLC | 0.88% | No change | 15,402 | $2.6M |
| Peapack Gladstone Financial Corp. | 0.04% | Add +15.5% | 15,368 | $2.6M |
| Keebeck Wealth Management | 0.37% | Add +6.3% | 15,352 | $2.6M |
| Veridan Wealth LLC | 1.21% | — | 14,617 | $2.6M |
| Money Concepts Capital Corp. | 0.19% | Add +15.4% | 15,065 | $2.6M |
| Anchor Investment Management, LLC | 0.24% | Add +24.8% | 14,952 | $2.5M |
| Ade, LLC | 1.55% | Reduce -0.1% | 14,890 | $2.5M |
| Plancorp, LLC | 0.10% | Add +1.0% | 14,888 | $2.5M |
| Rockbridge Investment Management, LCC | 0.32% | Reduce -0.1% | 14,851 | $2.5M |
| Meeder Advisory Services, Inc. | 0.16% | Add +19.4% | 14,733 | $2.5M |
| Harris Associates (Oakmark Funds) | 0.00% | Add +351.5% | 14,731 | $2.5M |
| Pillar Financial Advisors, LLC | 1.90% | — | 14,664 | $2.5M |
| Tradition Wealth Management, LLC | 0.22% | Reduce -1.0% | 14,638 | $2.5M |
| Granite Harbor Advisors, Inc. | 1.37% | No change | 14,628 | $2.5M |
| Peterson Wealth Services | 0.76% | Reduce -1.2% | 14,603 | $2.5M |
| Private Wealth Group, LLC | 1.21% | Add +1.4% | 14,572 | $2.5M |
| Keybank National Association | 0.01% | Add +20.9% | 14,537 | $2.5M |
| Mayflower Financial Advisors, LLC | 0.37% | Reduce -0.1% | 14,526 | $2.5M |
| Shepherd Financial Partners LLC | 0.29% | Add +2.2% | 14,517 | $2.5M |
| Apeiron RIA LLC | 0.69% | Add +1.4% | 14,503 | $2.5M |
| Balboa Wealth Partners | 0.56% | Add +396.5% | 14,374 | $2.4M |
| Webster Bank, N. A. | 0.26% | Reduce -11.3% | 14,322 | $2.4M |
| Martin Worley Group | 1.51% | — | 14,313 | $2.4M |
| Roof Eidam Maycock Peralta, LLC | 0.62% | Add +112.8% | 14,261 | $2.4M |
| TAGStone Capital, Inc. | 1.19% | Add +11.3% | 14,250 | $2.4M |
| Smith, Moore & Co. | 0.22% | Reduce -3.3% | 14,246 | $2.4M |
| TFB Advisors LLC | 0.69% | Reduce -2.6% | 14,239 | $2.4M |
| Latitude Advisors, LLC | 1.36% | Add +206.9% | 14,215 | $2.4M |
| Arrien Investments, Inc. | 1.71% | New | 13,510 | $2.4M |
| Jacobi Capital Management LLC | 0.18% | Add +2.5% | 14,169 | $2.4M |
| Archvest Wealth Advisors, Inc. | 1.73% | Add +33.1% | 14,102 | $2.4M |
| Richmond Investment Services, LLC | 1.33% | — | 13,999 | $2.4M |
| Belpointe Asset Management LLC | 0.14% | Reduce -6.8% | 13,700 | $2.4M |
| NWF Advisory Services Inc. | 0.35% | Reduce -30.7% | 13,962 | $2.4M |
| Tme Financial, Inc. | 2.20% | — | 13,474 | $2.4M |
| Crestwood Advisors Group, LLC | 0.04% | Add +9.8% | 13,880 | $2.3M |
| Narus Financial Partners, LLC | 0.79% | Add +2.0% | 13,862 | $2.3M |
| Stage Harbor Financial, LLC | 2.04% | Add +6.5% | 13,832 | $2.3M |
| Aptus Capital Advisors, LLC | 0.03% | Add +20.2% | 13,815 | $2.3M |
| Journey Advisory Group, LLC | 0.28% | No change | 14,534 | $2.3M |
| Aua Capital Management, LLC | 1.50% | Reduce -35.1% | 13,762 | $2.3M |
| GC Wealth Management RIA, LLC | 0.41% | Add +0.0% | 13,754 | $2.3M |
| REDW Wealth LLC | 0.81% | Reduce -36.1% | 13,745 | $2.3M |
| Pinnacle Financial Partners Inc | 0.05% | Reduce -1.5% | 13,691 | $2.3M |
| Joel Isaacson & Co., LLC | 0.10% | Add +26.1% | 13,564 | $2.3M |
| West Bancorporation Inc. | 1.50% | Reduce -4.6% | 13,479 | $2.3M |
| Moors & Cabot, Inc. | 0.11% | Add +4.5% | 13,450 | $2.3M |
| Probity Advisors, Inc. | 0.44% | Add +3.9% | 13,425 | $2.3M |
| Twin Focus Capital Partners, LLC | 0.33% | Add +0.0% | 13,302 | $2.3M |
| Riverchase Wealth Management, LLC | 1.68% | — | 13,296 | $2.3M |
| WealthTrak Capital Management LLC | 1.90% | — | 13,262 | $2.2M |
| AQR Capital Management | 0.00% | Add +0.0% | 13,228 | $2.2M |
| Keel Point, LLC | 0.18% | Add +2.5% | 13,228 | $2.2M |
| Cookson Peirce & Co. Inc. | 0.10% | Reduce -3.3% | 13,191 | $2.2M |
| Forefront Analytics, LLC | 1.04% | Add +63.0% | 13,154 | $2.2M |
| Alamar Capital Management, LLC | 1.20% | Add +22.2% | 12,998 | $2.2M |
| Tritonpoint Wealth, LLC | 0.20% | Reduce -1.3% | 12,891 | $2.2M |
| Medallion Wealth Advisors, LLC | 1.08% | — | 12,762 | $2.2M |
| Essential Planning, LLC. | 0.01% | New | 12,434 | $2.2M |
| Capstone Wealth Management Group, LLC | 1.17% | Reduce -0.2% | 12,873 | $2.2M |
| PFG Investments, LLC | 0.14% | Add +5.0% | 12,872 | $2.2M |
| SOA Wealth Advisors, LLC. | 0.40% | Reduce -3.3% | 12,868 | $2.2M |
| Alliance Wealth Advisors, LLC | 1.24% | Add +31.9% | 12,807 | $2.2M |
| Tradewinds, LLC. | 0.60% | Add +550.3% | 12,239 | $2.2M |
| Paragon Private Wealth Management, LLC | 1.00% | Reduce -10.8% | 12,782 | $2.2M |
| KMG Fiduciary Partners, LLC | 0.18% | Add +0.0% | 12,757 | $2.2M |
| Atlas Brown,Inc. | 0.74% | Reduce -0.6% | 12,748 | $2.2M |
| Hartford Funds Management Co LLC | 0.20% | Add +50.3% | 12,716 | $2.2M |
| Ashton Thomas Securities, LLC | 0.59% | Reduce -2.9% | 12,711 | $2.2M |
| Sonoma Private Wealth LLC | 3.47% | Reduce -5.3% | 12,696 | $2.1M |
| K2 Financial Inc. | 2.12% | — | 12,603 | $2.1M |
| Wells Financial Advisors INC | 2.90% | Reduce -4.0% | 12,557 | $2.1M |
| International Assets Investment Management, LLC | 0.18% | Reduce -85.9% | 12,542 | $2.1M |
| Topsail Wealth Management, LLC | 0.45% | — | 12,514 | $2.1M |
| Rollins Financial Advisors, LLC | 0.33% | Add +1.3% | 12,448 | $2.1M |
| Verum Partners LLC | 0.61% | Add +0.1% | 12,434 | $2.1M |
| Zions Bancorporation, N.A. | 0.13% | Add +0.2% | 12,431 | $2.1M |
| Lake Hills Wealth Management, LLC | 1.43% | Reduce -3.1% | 12,386 | $2.1M |
| Taylor Financial Group, Inc. | 1.45% | Add +15.0% | 12,320 | $2.1M |
| Astra Wealth Partners LLC | 1.97% | — | 12,320 | $2.1M |
| FFT Wealth Management LLC | 0.16% | Add +52.6% | 12,308 | $2.1M |
| Evergreen Wealth Management, LLC | 1.23% | Add +0.4% | 12,305 | $2.1M |
| OneAscent Financial Services LLC | 0.18% | New | 12,302 | $2.1M |
| GPS Wealth Strategies Group, LLC | 0.27% | Reduce -5.6% | 12,302 | $2.1M |
| North Star Investment Management Corp. | 0.14% | Add +1.1% | 12,297 | $2.1M |
| Truepoint, Inc. | 0.06% | Reduce -10.4% | 12,294 | $2.1M |
| Evermay Wealth Management LLC | 0.31% | Add +0.9% | 12,262 | $2.1M |
| Next Level Private LLC | 0.84% | Add +0.7% | 12,255 | $2.1M |
| Amplius Wealth Advisors, LLC | 0.21% | Add +0.1% | 12,218 | $2.1M |
| Compass Capital Corp. /Ma/ | 0.80% | — | 11,864 | $2.0M |
| Alta Wealth Advisors LLC | 0.89% | Add +0.9% | 12,040 | $2.0M |
| Larson Financial Group LLC | 0.11% | Add +1.2% | 11,995 | $2.0M |
| Choate Investment Advisors | 0.05% | No change | 11,936 | $2.0M |
| Fjell Capital, LLC | 2.08% | — | 11,920 | $2.0M |
| MilWealth Group LLC | 0.55% | Reduce -2.2% | 11,862 | $2.0M |
| Asset Dedication, LLC | 0.16% | Reduce -6.3% | 11,849 | $2.0M |
| Becker Capital Management Inc. | 0.07% | Reduce -1.2% | 11,824 | $2.0M |
| Wiser Advisor Group LLC | 2.91% | Reduce -2.3% | 11,814 | $2.0M |
| Everest Private Wealth | 1.76% | — | 11,797 | $2.0M |
| Axxcess Wealth Management, LLC | 0.05% | Reduce -6.9% | 11,759 | $2.0M |
| Johnson Financial Group, Inc. | 0.09% | Reduce -28.9% | 11,260 | $2.0M |
| Sagace Wealth Management LLC | 1.48% | Reduce -21.0% | 11,666 | $2.0M |
| Hanover Advisors Inc. | 0.83% | Add +3.1% | 11,659 | $2.0M |
| Renaissance Technologies | 0.00% | Reduce -28.8% | 11,600 | $2.0M |
| PDS Planning, Inc | 0.17% | Add +3.4% | 11,534 | $2.0M |
| Covenant Asset Management, LLC | 0.43% | Reduce -0.3% | 11,467 | $1.9M |
| MRWM Advisors, LLC | 1.52% | — | 11,437 | $1.9M |
| Bay Capital Advisors, LLC | 1.55% | — | 11,405 | $1.9M |
| North Star Asset Management Inc. | 0.08% | No change | 11,325 | $1.9M |
| Greenleaf Trust | 0.02% | Reduce -18.3% | 11,317 | $1.9M |
| Daymark Wealth Partners, LLC | 0.08% | Add +32.1% | 11,310 | $1.9M |
| Stonehearth Capital Management, LLC | 0.77% | Reduce -2.2% | 11,289 | $1.9M |
| Bridges Investment Management Inc. | 0.03% | Add +7.9% | 11,259 | $1.9M |
| Talon Private Wealth, LLC | 0.40% | Add +148.2% | 11,244 | $1.9M |
| SIMA Wealth Partners, LLC | 1.62% | Reduce -1.5% | 11,238 | $1.9M |
| Graney & King, LLC | 1.44% | — | 11,234 | $1.9M |
| Bernardo Wealth Planning LLC | 0.45% | Reduce -2.0% | 11,249 | $1.9M |
| Beaird Harris Wealth Management, LLC | 0.16% | Reduce -0.4% | 11,080 | $1.9M |
| Canvas Wealth Advisors, LLC | 0.47% | Add +74.7% | 11,069 | $1.9M |
| RCS Financial Planning, LLC | 1.00% | Reduce -14.7% | 11,064 | $1.9M |
| GHP Investment Advisors, Inc. | 0.09% | Add +0.3% | 11,045 | $1.9M |
| GAMMA Investing LLC | 0.16% | Add +11.6% | 11,007 | $1.9M |
| 2UniFi Bank | 1.24% | — | 10,998 | $1.9M |
| Migdal Insurance & Financial Holdings Ltd. | 0.03% | Reduce -8.7% | 10,916 | $1.8M |
| Signal Advisors Wealth, LLC | 0.21% | Reduce -10.6% | 10,851 | $1.8M |
| Florida Trust Wealth Management Co | 0.06% | Add +10.8% | 10,793 | $1.8M |
| Sandy Spring Bank | 0.07% | Reduce -0.0% | 10,729 | $1.8M |
| Gradient Capital Advisors, LLC | 0.58% | Add +3.2% | 10,702 | $1.8M |
| Nixon Peabody Trust Co. | 0.15% | No change | 10,685 | $1.8M |
| Camelot Portfolios, LLC | 1.95% | Reduce -4.1% | 10,677 | $1.8M |
| Benningfield Financial Advisors, LLC | 1.76% | — | 10,644 | $1.8M |
| Alpha Cubed Investments, LLC | 0.08% | Reduce -4.3% | 10,618 | $1.8M |
| Intrua Financial, LLC | 0.29% | Reduce -32.9% | 10,610 | $1.8M |
| Valley Forge Investment Consultants Inc. Adv | 0.61% | Reduce -0.2% | 10,557 | $1.8M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.41% | Add +0.6% | 10,553 | $1.8M |
| Broadleaf Partners, LLC | 0.42% | Reduce -3.0% | 10,515 | $1.8M |
| Jaffetilchin Investment Partners, LLC | 0.13% | Add +3.6% | 10,499 | $1.8M |
| Fortitude Advisory Group L.L.C. | 1.07% | Add +3.3% | 10,454 | $1.8M |
| American Trust | 0.13% | Add +60.2% | 10,340 | $1.8M |
| Investor's Fiduciary Advisor Network, LLC | 0.67% | — | 10,330 | $1.7M |
| McKinley Carter Wealth Services, Inc. | 0.11% | No change | 10,322 | $1.7M |
| Conrad Siegel Investment Advisors, Inc. | 0.47% | Reduce -34.0% | 10,310 | $1.7M |
| RTD Financial Advisors, Inc. | 0.22% | Reduce -1.8% | 10,294 | $1.7M |
| Jackson Hole Capital Partners, LLC | 0.35% | No change | 10,263 | $1.7M |
| Maxwell Wealth Strategies Inc. | 0.71% | No change | 10,247 | $1.7M |
| Clarity Capital Partners LLC | 0.90% | Add +15.3% | 10,246 | $1.7M |
| Massachusetts Financial Services Co. | 0.00% | Add +376.7% | 10,239 | $1.7M |
| Alpha Zero LLC | 1.32% | — | 10,180 | $1.7M |
| Ehrlich Financial Group | 1.22% | Add +19.4% | 10,175 | $1.7M |
| Maripau Wealth Management LLC | 1.02% | Reduce -13.7% | 10,174 | $1.7M |
| Wealth Alliance, LLC | 0.21% | Add +45.7% | 10,159 | $1.7M |
| Sensible Financial Planning & Management, LLC. | 0.36% | Reduce -14.5% | 10,145 | $1.7M |
| St Germain D J Co. Inc. | 0.08% | Add +25.8% | 10,129 | $1.7M |
| Planning Directions Inc. | 0.99% | Reduce -6.8% | 10,108 | $1.7M |
| Intrinsic Value Partners, LLC | 1.71% | Add +218.8% | 10,082 | $1.7M |
| Ameriflex Group, Inc. | 0.78% | — | 9,655 | $1.7M |
| Soltis Investment Advisors LLC | 0.16% | Add +7.9% | 10,077 | $1.7M |
| Curran Financial Partners, LLC | 0.45% | Add +17.2% | 10,070 | $1.7M |
| Cambiar Investors LLC | 0.07% | Add +210.1% | 10,058 | $1.7M |
| Lane & Associates LLC | 0.88% | Add +11.4% | 9,610 | $1.7M |
| Deutsche Bank AG | 0.00% | No change | 10,018 | $1.7M |
| Circle Wealth Management, LLC | 0.04% | Reduce -1.5% | 9,996 | $1.7M |
| Arbor Investment Advisors, LLC | 0.24% | Add +0.6% | 9,996 | $1.7M |
| Magnolia Private Wealth, LLC | 1.50% | — | 9,982 | $1.7M |
| North Ridge Wealth Advisors, Inc. | 1.17% | No change | 9,971 | $1.7M |
| Verus Capital Partners, LLC | 0.16% | Add +4.1% | 9,931 | $1.7M |
| Center for Financial Planning, Inc. | 0.22% | No change | 9,916 | $1.7M |
| One Day In July LLC | 0.18% | Add +9.6% | 9,911 | $1.7M |
| Badgley Phelps Wealth Managers, LLC | 0.04% | Reduce -2.4% | 9,909 | $1.7M |
| Flputnam Investment Management Co. | 0.03% | Reduce -2.3% | 9,876 | $1.7M |
| Integrated Advisors Network LLC | 0.08% | Add +0.1% | 9,876 | $1.7M |
| Blodgett Wealth Advisors, LLC | 1.31% | Add +0.0% | 9,865 | $1.7M |
| Colorado Capital Management, Inc. | 0.81% | Reduce -18.6% | 9,852 | $1.7M |
| Lion Street Advisors, LLC | 0.53% | Reduce -1.5% | 9,848 | $1.7M |
| AIMZ Investment Advisors, LLC | 0.58% | Reduce -4.1% | 9,822 | $1.7M |
| Patriot Investment Management Group, Inc. | 0.12% | Add +3.6% | 9,775 | $1.7M |
| BOS Asset Management, LLC | 0.59% | Add +2.3% | 9,711 | $1.6M |
| GenWealth Group, Inc. | 0.37% | Add +3.6% | 9,703 | $1.6M |
| Key Financial Inc | 0.37% | Add +0.8% | 9,695 | $1.6M |
| American Institute for Advanced Investment Management, LLP | 1.22% | Add +2.5% | 9,652 | $1.6M |
| SBI Securities Co., Ltd. | 0.05% | — | 9,637 | $1.6M |
| Diversified Enterprises, LLC | 0.16% | Reduce -0.6% | 9,613 | $1.6M |
| Peterson Wealth Advisors, LLC | 0.29% | Reduce -3.9% | 9,549 | $1.6M |
| Roffman Miller Associates Inc. | 0.10% | Add +6.5% | 9,602 | $1.6M |
| Fiduciary Trust Co | 0.02% | Add +5.6% | 9,585 | $1.6M |
| High Net Worth Advisory Group LLC | 0.45% | Add +39.4% | 9,560 | $1.6M |
| Causey Wealth LLC | 0.94% | — | 9,567 | $1.6M |
| Prudential PLC | 0.01% | Reduce -86.5% | 9,537 | $1.6M |
| Charis Legacy Partners, LLC | 3.29% | — | 9,524 | $1.6M |
| Silver Oak Securities, Incorporated | 0.15% | Add +14.0% | 9,537 | $1.6M |
| Freestone Capital Holdings, LLC | 0.06% | Add +16.3% | 9,489 | $1.6M |
| Tillman Hartley LLC | 0.46% | Add +403.5% | 9,481 | $1.6M |
| Clark Capital Management Group, Inc. | 0.01% | Add +45.8% | 9,479 | $1.6M |
| Cobblestone Capital Advisors LLC | 0.09% | Add +80.2% | 9,451 | $1.6M |
| Crews Bank & Trust | 0.27% | — | 9,380 | $1.6M |
| First Bancorp, Inc | 1.08% | Add +16.4% | 9,360 | $1.6M |
| Diversify Advisory Services, LLC | 0.09% | Add +29.4% | 9,437 | $1.6M |
| Dark Forest Capital Management LP | 0.23% | Add +48.8% | 9,310 | $1.6M |
| Sandy Cove Advisors, LLC | 0.62% | No change | 9,304 | $1.6M |
| Princeton Global Asset Management LLC | 0.29% | Add +14.3% | 9,300 | $1.6M |
| Lifeworks Advisors, LLC | 0.28% | Reduce -8.6% | 9,289 | $1.6M |
| MOKAN Wealth Management Inc. | 1.00% | — | 9,262 | $1.6M |
| Cypress Point Wealth Management, LLC | 0.49% | Add +0.3% | 9,270 | $1.6M |
| WNY Asset Management, LLC | 0.19% | Reduce -0.4% | 9,239 | $1.6M |
| First National Corp. /Ma/ | 0.35% | Add +1.9% | 9,222 | $1.6M |
| Merriman Wealth Management, LLC | 0.06% | Add +7.5% | 9,207 | $1.6M |
| Accurate Wealth Management, LLC | 0.30% | Reduce -3.2% | 9,229 | $1.5M |
| Quadrant Capital Group LLC | 0.11% | No change | 9,090 | $1.5M |
| Michels Family Financial, LLC | 1.41% | — | 9,066 | $1.5M |
| Disciplined Investors, L.L.C. | 1.48% | — | 9,069 | $1.5M |
| Fortune 45 LLC | 1.00% | New | 9,058 | $1.5M |
| Howland Capital Management LLC | 0.07% | No change | 9,047 | $1.5M |
| Salus Financial Advisors, LLC | 1.20% | — | 9,025 | $1.5M |
| Ted Buchan & Co | 0.72% | Reduce -14.2% | 8,999 | $1.5M |
| Moloney Securities Asset Management, LLC | 0.21% | Add +8.1% | 8,996 | $1.5M |
| Executive Wealth Management, LLC | 0.12% | Reduce -0.6% | 8,942 | $1.5M |
| Keb Asset Management, LLC | 0.44% | Reduce -10.9% | 8,933 | $1.5M |
| Park Square Financial Group, LLC | 1.04% | — | 8,908 | $1.5M |
| RDA Financial Network | 0.44% | Reduce -9.6% | 8,878 | $1.5M |
| Haverford Trust Co | 0.01% | Add +1.7% | 8,868 | $1.5M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.04% | Add +7.5% | 8,751 | $1.5M |
| Kelman-Lazarov, Inc. | 0.27% | Reduce -1.1% | 8,721 | $1.5M |
| CRA Financial Services, LLC | 0.25% | Add +0.2% | 8,712 | $1.5M |
| Embree Financial Group | 0.25% | Add +0.3% | 8,688 | $1.5M |
| PBMares Wealth Management LLC | 0.30% | Add +5.3% | 8,668 | $1.5M |
| Regal Investment Advisors LLC | 0.11% | Reduce -53.8% | 8,662 | $1.5M |
| Caldwell Trust Co | 0.15% | Add +207.2% | 8,644 | $1.5M |
| Index Fund Advisors, Inc. | 0.08% | Reduce -2.8% | 8,643 | $1.5M |
| Winthrop Advisory Group LLC | 0.18% | Reduce -4.1% | 8,633 | $1.5M |
| Mraz, Amerine & Associates, Inc. | 0.26% | Reduce -15.3% | 8,614 | $1.5M |
| Acorn Wealth Advisors, LLC | 0.60% | Add +80.2% | 8,605 | $1.5M |
| Prosperity Consulting Group, LLC | 0.11% | No change | 8,592 | $1.5M |
| Centaurus Financial, Inc. | 0.09% | Add +18.4% | 8,553 | $1.4M |
| Hopwood Financial Services, Inc. | 1.09% | — | 8,526 | $1.4M |
| Curated Wealth Partners LLC | 0.16% | New | 8,503 | $1.4M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -7.6% | 8,475 | $1.4M |
| Summit Investment Advisory Services, LLC | 0.74% | Add +0.3% | 8,439 | $1.4M |
| WMS Partners, LLC | 0.08% | Reduce -27.7% | 8,433 | $1.4M |
| Flywheel Private Wealth LLC | 1.30% | — | 8,369 | $1.4M |
| Synergy Investment Management, LLC | 0.61% | — | 8,314 | $1.4M |
| Pension & Wealth Management Advisors, Inc. | 0.56% | Add +2564.1% | 8,312 | $1.4M |
| Wolff Financial Management LLC | 0.39% | Add +0.6% | 8,256 | $1.4M |
| Procyon Advisors, LLC | 0.09% | Add +15.3% | 8,240 | $1.4M |
| GM Advisory Group, LLC | 0.08% | Add +21.3% | 8,237 | $1.4M |
| HBK Sorce Advisory LLC | 0.04% | Add +25.5% | 8,234 | $1.4M |
| Barnes Pettey Financial Advisors, LLC | 1.06% | Add +10.1% | 8,232 | $1.4M |
| Taylor Hoffman Capital Management LLC | 0.51% | No change | 8,216 | $1.4M |
| Golden State Wealth Management, LLC | 0.21% | — | 8,210 | $1.4M |
| Silverleafe Capital Partners, LLC | 0.44% | Reduce -0.9% | 8,157 | $1.4M |
| Vantage Financial Partners, LLC | 0.34% | Reduce -11.6% | 8,126 | $1.4M |
| New Wave Wealth Advisors LLC | 0.56% | Reduce -18.1% | 8,073 | $1.4M |
| Gerber Kawasaki Wealth & Investment Management | 0.06% | Add +3.8% | 8,053 | $1.4M |
| CORDA Investment Management, LLC. | 0.11% | Add +21.8% | 8,044 | $1.4M |
| Helium Advisors LLC | 1.08% | — | 8,036 | $1.4M |
| Columbus Macro, LLC | 0.19% | No change | 8,000 | $1.4M |
| New England Private Wealth Advisors LLC | 0.21% | Add +0.2% | 7,987 | $1.4M |
| Coppell Advisory Solutions LLC | 0.19% | Reduce -11.1% | 7,974 | $1.3M |
| Advocate Group LLC | 0.25% | No change | 7,948 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -59.0% | 7,940 | $1.3M |
| Capital Advisors Wealth Management, LLC | 0.24% | Reduce -20.0% | 7,925 | $1.3M |
| RS Crum Inc. | 0.33% | Reduce -2.3% | 7,820 | $1.3M |
| Orcam Financial Group | 1.28% | Add +9.1% | 7,813 | $1.3M |
| Wimmer Associates 1, LLC | 0.65% | Reduce -14.8% | 7,796 | $1.3M |
| Level Four Advisory Services, LLC | 0.05% | Reduce -65.6% | 7,780 | $1.3M |
| TAP Consulting, LLC | 0.27% | Reduce -0.5% | 7,772 | $1.3M |
| Hoxton Planning & Management, LLC | 0.50% | Reduce -0.7% | 7,756 | $1.3M |
| RiverFront Investment Group, LLC | 0.03% | Add +15.0% | 7,708 | $1.3M |
| Davis R M Inc. | 0.03% | Add +420.8% | 7,672 | $1.3M |
| Keystone Wealth Services, LLC | 0.34% | Reduce -2.3% | 7,651 | $1.3M |
| MidAtlantic Capital Management, Inc. | 0.95% | Add +0.4% | 7,627 | $1.3M |
| Atlas Legacy Advisors, LLC | 0.31% | — | 7,623 | $1.3M |
| Norden Group LLC | 0.15% | Reduce -2.5% | 7,607 | $1.3M |
| Team Hewins, LLC | 0.50% | Reduce -4.3% | 7,592 | $1.3M |
| PAX Financial Group, LLC | 0.23% | Reduce -2.9% | 7,585 | $1.3M |
| Investments & Financial Planning, LLC | 0.79% | Add +0.5% | 7,578 | $1.3M |
| Southland Equity Partners LLC | 0.30% | Reduce -0.6% | 7,565 | $1.3M |
| Evolution Wealth Advisors, LLC | 0.21% | No change | 7,552 | $1.3M |
| Marks Group Wealth Management, Inc | 0.13% | Reduce -10.6% | 7,536 | $1.3M |
| Mission Creek Capital Partners, Inc. | 0.28% | Add +0.1% | 7,530 | $1.3M |
| Absolute Capital Management, LLC | 0.69% | Add +14.7% | 7,409 | $1.3M |
| Kestra Investment Management, LLC | 0.05% | Add +36.8% | 7,389 | $1.3M |
| Legacy Capital Wealth Partners, LLC | 0.31% | Add +172.5% | 7,357 | $1.2M |
| Caitlin John, LLC | 0.85% | Reduce -5.4% | 7,354 | $1.2M |
| Carlson Capital Management | 0.05% | Reduce -1.9% | 7,333 | $1.2M |
| Diversify Wealth Management, LLC | 0.10% | Add +110.4% | 7,388 | $1.2M |
| Certus Wealth Management, LLC | 0.83% | Reduce -1.9% | 6,997 | $1.2M |
| Newman Dignan & Sheerar, Inc. | 0.31% | Reduce -5.6% | 7,252 | $1.2M |
| FSC Wealth Advisors, LLC | 0.79% | Add +17.0% | 7,237 | $1.2M |
| Fiduciary Financial Group, LLC | 0.27% | Add +20.1% | 7,296 | $1.2M |
| Summit Financial Wealth Advisors, LLC | 0.24% | Add +12.5% | 6,918 | $1.2M |
| Summit Financial Strategies, Inc. | 0.13% | Add +0.3% | 7,185 | $1.2M |
| Pine Harbor Wealth Management, LLC | 0.49% | Reduce -0.7% | 7,174 | $1.2M |
| Roberts Glore & Co. Inc. | 0.36% | Reduce -0.8% | 7,152 | $1.2M |
| Wealthstream Advisors, Inc. | 0.22% | Add +3.4% | 7,143 | $1.2M |
| Freedom Financial Partners LLC | 0.58% | — | 7,136 | $1.2M |
| Scotia Capital Inc. | 0.01% | Reduce -0.3% | 7,131 | $1.2M |
| Purkiss Capital Advisors LLC | 1.04% | — | 7,085 | $1.2M |
| Veltria Advisors Corp. | 0.50% | Add +16.2% | 7,051 | $1.2M |
| Tidal Investments LLC | 0.01% | Reduce -58.9% | 7,033 | $1.2M |
| Baring Financial LLC | 1.06% | — | 7,020 | $1.2M |
| JFG Wealth Management, LLC | 0.27% | Add +2.5% | 6,957 | $1.2M |
| Evernest Financial Advisors, LLC | 0.30% | Reduce -9.5% | 6,945 | $1.2M |
| Fidelis Capital Partners, LLC | 0.12% | Add +158.7% | 6,663 | $1.2M |
| Essex LLC | 0.25% | Add +0.5% | 6,930 | $1.2M |
| Patron Partners, LLC | 0.63% | Add +16.9% | 6,914 | $1.2M |
| Liberty Square Wealth Partners LLC | 0.43% | — | 6,597 | $1.2M |
| Longview Financial Advisors, Inc. | 0.92% | Reduce -1.0% | 6,899 | $1.2M |
| Vawter Financial, Ltd. | 0.70% | Reduce -0.5% | 6,890 | $1.2M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.43% | Add +24.0% | 6,555 | $1.2M |
| Founders Financial Alliance, LLC | 0.32% | Reduce -2.1% | 6,836 | $1.2M |
| Burns J W & Co. Inc. | 0.15% | Reduce -0.3% | 6,799 | $1.2M |
| Cozad Asset Management Inc. | 0.11% | Reduce -3.4% | 6,744 | $1.1M |
| Wealthcare Capital Partners, LLC | 0.59% | — | 6,731 | $1.1M |
| Harmony Asset Management LLC | 0.45% | Add +0.2% | 6,716 | $1.1M |
| WP Advisors, LLC | 0.38% | Add +4.3% | 6,672 | $1.1M |
| Chatham Capital Group, Inc. | 0.19% | Add +4.7% | 6,660 | $1.1M |
| Financial Perspectives, Inc | 0.38% | Add +0.2% | 6,650 | $1.1M |
| Ally Invest Advisors Inc. | 0.10% | Add +47.2% | 6,626 | $1.1M |
| FSA Wealth Management LLC | 0.45% | Add +0.2% | 6,616 | $1.1M |
| Banco Santander, S.A. | 0.01% | No change | 6,609 | $1.1M |
| Kohmann Bosshard Financial Services, LLC | 0.13% | Add +35.3% | 6,602 | $1.1M |
| Wealth Management Partners, LLC | 0.48% | Add +5.1% | 6,589 | $1.1M |
| Parkside Financial Bank & Trust | 0.15% | Reduce -2.5% | 6,560 | $1.1M |
| Operose Advisors LLC | 0.38% | Add +0.1% | 6,528 | $1.1M |
| FineMark National Bank & Trust | 0.04% | Reduce -1.6% | 6,521 | $1.1M |
| Smithfield Trust Co | 0.06% | No change | 6,560 | $1.1M |
| Platform Technology Partners | 0.33% | Reduce -18.6% | 6,501 | $1.1M |
| May Hill Capital, LLC | 0.42% | — | 6,456 | $1.1M |
| Snider Financial Group | 0.34% | New | 6,445 | $1.1M |
| Aurelius Family Office LLC | 0.55% | — | 6,418 | $1.1M |
| VeraBank, N.A. | 0.31% | Reduce -0.2% | 6,396 | $1.1M |
| Montecito Bank & Trust | 0.19% | Add +2.8% | 6,381 | $1.1M |
| Brave Asset Management Inc. | 0.34% | Add +0.8% | 6,376 | $1.1M |
| WASHINGTON TRUST Co | 0.04% | Add +0.9% | 6,352 | $1.1M |
| Bowman & Co S.C. | 0.56% | Reduce -3.6% | 6,346 | $1.1M |
| Selective Wealth Management, Inc. | 0.44% | Add +5.7% | 6,290 | $1.1M |
| Texas Bank & Trust Co | 0.44% | — | 6,325 | $1.1M |
| Ardent Capital Management, Inc. | 0.49% | No change | 6,315 | $1.1M |
| Copia Wealth Management | 1.01% | — | 6,295 | $1.1M |
| Oak Wealth Advisors LLC | 0.82% | — | 6,275 | $1.1M |
| Whipplewood Advisors, LLC | 0.60% | — | 6,267 | $1.1M |
| Castlekeep Investment Advisors LLC | 0.74% | Reduce -5.8% | 6,236 | $1.1M |
| Cannon Financial Strategists, Inc. | 0.18% | Add +20.7% | 6,216 | $1.1M |
| Onyx Bridge Wealth Group LLC | 0.15% | Add +9.6% | 6,206 | $1.1M |
| Global Financial Private Client, LLC | 0.39% | Reduce -5.5% | 6,199 | $1.0M |
| JT Stratford LLC | 0.17% | Add +0.5% | 6,184 | $1.0M |
| Laird Norton Wetherby Wealth Management, LLC | 0.05% | Add +9.7% | 6,174 | $1.0M |
| Capital Management Associates, Inc | 0.39% | Add +17.0% | 6,173 | $1.0M |
| Advance Capital Management, Inc. | 0.05% | Add +2.6% | 6,160 | $1.0M |
| Teachers Insurance & Annuity Association of America | 1.37% | No change | 6,126 | $1.0M |
| Noesis Capital Mangement Corp. | 0.20% | Add +6.9% | 6,122 | $1.0M |
| Battery Global Advisors, LLC | 0.55% | No change | 6,113 | $1.0M |
| Sugarloaf Wealth Management, LLC | 0.20% | Reduce -8.4% | 6,111 | $1.0M |
| Forum Financial Management, LP | 0.02% | Reduce -1.6% | 6,107 | $1.0M |
| Pinnacle Financial Group, LLC / IL | 0.40% | Add +0.3% | 6,095 | $1.0M |
| Hidden Cove Wealth Management, LLC | 0.84% | — | 6,093 | $1.0M |
| O'Connor Financial Group LLC | 0.54% | Reduce -19.7% | 6,084 | $1.0M |
| Squire Investment Management Company, LLC | 0.45% | Add +12.1% | 6,083 | $1.0M |
| TrinityPoint Wealth, LLC | 0.14% | Add +37.9% | 6,037 | $1.0M |
| Ironwood Financial, llc | 0.21% | Add +16.9% | 6,033 | $1.0M |
| Plante Moran Financial Advisors, LLC | 0.08% | Add +170.9% | 6,022 | $1.0M |
| Y-Intercept (Hong Kong) Ltd | 0.07% | New | 6,023 | $1.0M |
| Gould Asset Management LLC | 0.21% | Add +6.2% | 6,019 | $1.0M |
| Bedel Financial Consulting, Inc. | 0.14% | Add +16.1% | 5,735 | $1.0M |
| Walkner Condon Financial Advisors LLC | 0.21% | Add +6.6% | 6,007 | $1.0M |
| Beacon Capital Management, LLC | 0.13% | Reduce -13.3% | 5,999 | $1.0M |
| Peak Financial Management, Inc. | 0.30% | Reduce -0.4% | 5,987 | $1.0M |
| Arrow Investment Advisors, LLC | 0.94% | No change | 5,803 | $1.0M |
| Retirement Income Solutions, Inc. | 0.20% | Add +1.9% | 5,982 | $1.0M |
| Private Client Services, LLC | 0.54% | No change | 5,981 | $1.0M |
| Petix & Botte Co | 0.27% | Reduce -0.4% | 5,974 | $1.0M |
| Fortis Capital Management LLC | 0.19% | Add +372.3% | 5,932 | $1.0M |
| Country Club Bank | 0.07% | No change | 5,937 | $1.0M |
| Pinnacle Bancorp, Inc. | 0.33% | Add +2.0% | 5,917 | $1.0M |
| BridgePort Financial Solutions, LLC | 0.45% | — | 5,697 | $1.0M |
| XY Planning Network, Inc. | 0.75% | — | 5,906 | $1000K |
| Aspen Wealth Management LLC | 0.30% | Reduce -3.9% | 5,901 | $999K |
| Rather & Kittrell, Inc. | 0.23% | Reduce -3.9% | 5,893 | $998K |
| Unconventional Investor, LLC | 0.60% | Add +0.1% | 5,867 | $993K |
| Ofc Financial Planning, LLC | 1.05% | — | 5,862 | $992K |
| Round Rock Advisors LLC | 0.20% | Reduce -16.7% | 5,861 | $992K |
| Foster & Motley Inc. | 0.06% | Add +1.8% | 5,850 | $990K |
| Cedar Mountain Advisors, LLC | 0.22% | No change | 5,832 | $987K |
| Lam Group, Inc. | 0.70% | No change | 5,815 | $984K |
| Endowment Wealth Management, Inc. | 0.66% | Reduce -7.9% | 5,804 | $983K |
| Barry Investment Advisors, LLC | 0.32% | Reduce -0.5% | 5,798 | $982K |
| InvesTrust | 0.27% | — | 5,810 | $982K |
| MB Generational Wealth, LLC | 0.72% | No change | 5,781 | $979K |
| Dana Investment Advisors, Inc. | 0.03% | Reduce -2.9% | 5,772 | $977K |
| Abbot Financial Management, Inc. | 0.48% | Add +0.3% | 5,751 | $974K |
| Texas Capital Bank Wealth Management Services Inc | 0.10% | Reduce -7.8% | 5,746 | $973K |
| Redwood Financial Network Corp | 0.72% | Reduce -2.6% | 5,737 | $971K |
| Fort Sheridan Advisors LLC | 0.14% | Add +0.5% | 5,731 | $970K |
| 626 Financial, LLC | 0.52% | No change | 5,713 | $967K |
| Kathleen S. Wright Associates Inc. | 0.40% | Add +20.7% | 5,710 | $967K |
| First Trust Advisors LP | 0.00% | Reduce -74.1% | 5,686 | $963K |
| Diligent Investors, LLC | 0.22% | Reduce -0.5% | 5,681 | $962K |
| Alesco Advisors, LLC, An ESL Co | 0.03% | No change | 5,670 | $960K |
| Inspirion Wealth Advisors, LLC | 0.13% | Reduce -0.1% | 5,624 | $956K |
| Ausdal Financial Partners, Inc. | 0.08% | Add +46.8% | 5,626 | $952K |
| Tennessee Valley Asset Management Partners | 0.16% | Reduce -18.4% | 5,624 | $952K |
| Berkeley Capital Partners, LLC | 0.26% | Reduce -12.3% | 5,616 | $951K |
| Kraft, Davis & Associates, LLC | 0.27% | Reduce -15.8% | 5,385 | $951K |
| Tyler-Stone Wealth Management | 0.17% | Add +7.3% | 5,610 | $950K |
| Howe & Rusling Inc. | 0.08% | Add +10.6% | 5,606 | $949K |
| Wrapmanager Inc. | 0.24% | Reduce -11.5% | 5,603 | $949K |
| Capstone Wealth Management Group LLC | 0.72% | — | 5,603 | $949K |
| Galvin, Gaustad & Stein, LLC | 0.09% | Reduce -27.3% | 5,600 | $948K |
| Creekside Partners | 0.49% | Add +0.1% | 5,588 | $946K |
| Fisher Asset Management | 0.00% | Add +82.2% | 5,585 | $946K |
| Bull Oak Capital, LLC | 0.52% | Add +0.6% | 5,574 | $944K |
| Cibc World Market Inc. | 0.00% | Reduce -3.1% | 5,549 | $939K |
| Alaska Wealth Advisors, LLC | 0.15% | Reduce -0.4% | 5,541 | $938K |
| Victory Financial Group, LLC | 0.24% | — | 5,507 | $932K |
| Checchi Capital Advisers, LLC | 0.07% | Add +1.3% | 5,491 | $930K |
| Matrix Asset Advisors Inc. | 0.10% | Add +41.5% | 5,486 | $929K |
| Cohen Investment Advisors LLC | 0.56% | Add +5.5% | 5,453 | $923K |
| Atticus Wealth Management, LLC | 0.29% | Add +0.0% | 5,426 | $919K |
| TFC Financial Management, Inc. | 0.14% | Add +0.1% | 5,405 | $915K |
| Estate Counselors, LLC | 0.10% | Reduce -88.7% | 5,397 | $914K |
| Elevatus Welath Management | 0.31% | Reduce -93.2% | 5,393 | $913K |
| Wingate Wealth Advisors, Inc. | 0.90% | — | 5,392 | $913K |
| Cape Cod Five Cents Savings Bank | 0.08% | No change | 5,212 | $910K |
| Headinvest, LLC | 0.17% | No change | 5,336 | $903K |
| James J. Burns & Company, LLC | 0.16% | Reduce -4.8% | 5,335 | $903K |
| Lionshead Wealth Management, LLC | 0.65% | — | 5,317 | $900K |
| Keener Financial Planning LLC | 0.53% | Reduce -1.0% | 5,311 | $899K |
| First National Trust Co | 0.03% | Reduce -12.0% | 5,265 | $891K |
| Annandale Capital, LLC | 0.18% | No change | 5,261 | $891K |
| Rathbones Group PLC | 0.00% | Add +9.5% | 5,250 | $889K |
| Fairman Group, LLC | 0.73% | Add +28.6% | 5,248 | $889K |
| Continuum Wealth Advisors, LLC | 0.45% | Reduce -84.3% | 5,241 | $887K |
| Armbruster Capital Management, Inc. | 0.18% | Add +6.0% | 5,238 | $887K |
| Brown Miller Wealth Management, LLC | 0.34% | No change | 5,220 | $884K |
| Ascentis Independent Advisors | 0.17% | Reduce -12.2% | 5,206 | $881K |
| Stelac Advisory Services LLC | 0.34% | No change | 5,200 | $880K |
| Colonial Trust Co / SC | 0.13% | Reduce -2.4% | 5,192 | $879K |
| Hutchens & Kramer Investment Management Group, LLC | 0.48% | Add +2.0% | 5,191 | $879K |
| Elios Financial Group Inc. | 0.41% | Reduce -26.5% | 5,147 | $871K |
| Essex Bank | 0.21% | Add +0.8% | 5,129 | $868K |
| Olde Wealth Management, LLC | 0.31% | Reduce -6.5% | 5,099 | $863K |
| Zacks Investment Management | 0.01% | Add +2.6% | 5,097 | $863K |
| Icon Wealth Advisors, LLC | 0.07% | Add +11.5% | 5,080 | $860K |
| C M Bidwell & Associates Ltd. | 0.52% | Reduce -1.4% | 5,074 | $859K |
| SignalPoint Asset Management, LLC | 0.21% | Reduce -8.3% | 5,067 | $858K |
| Lumbard & Kellner, LLC | 0.37% | No change | 5,065 | $858K |
| Net Worth Advisory Group | 0.26% | Add +3.7% | 5,058 | $856K |
| CVA Family Office, LLC | 0.14% | Add +0.0% | 5,049 | $855K |
| Rockwood Wealth Management, LLC | 0.09% | Add +30.5% | 5,052 | $854K |
| Security National Bank of So Dak | 0.48% | No change | 5,039 | $853K |
| Talisman Wealth Advisors LLC | 0.91% | Reduce -2.9% | 5,038 | $853K |
| SPC Financial, Inc. | 0.07% | Reduce -94.7% | 5,034 | $852K |
| Calamos Wealth Management LLC | 0.04% | Add +1.1% | 5,027 | $851K |
| Silver Oak Advisory Group, Inc. | 0.45% | Reduce -3.4% | 5,032 | $851K |
| LaFleur & Godfrey LLC | 0.12% | Add +8.4% | 5,016 | $849K |
| Pecaut & Co. | 0.29% | Add +4.0% | 5,008 | $848K |
| Jackson, Grant Investment Advisers, Inc. | 0.33% | Add +0.8% | 5,008 | $848K |
| Midwest Financial Group LLC | 0.48% | Add +40.2% | 4,987 | $844K |
| Bremer Bank National Association | 0.17% | Add +9.3% | 4,984 | $844K |
| Heritage Investment Group, Inc. | 0.16% | Reduce -0.8% | 4,975 | $842K |
| Heritage Wealth Management, Inc. | 0.72% | Add +252.2% | 4,949 | $838K |
| Raleigh Capital Management Inc. | 0.32% | Reduce -0.5% | 4,922 | $833K |
| Beese Fulmer Investment Management, Inc. | 0.07% | Add +1.5% | 4,922 | $833K |
| Thompson Davis & Co., Inc. | 0.53% | Reduce -9.8% | 4,911 | $831K |
| Monterey Private Wealth, Inc. | 0.27% | Reduce -6.1% | 4,894 | $829K |
| Brandes Investment Partners, LP | 0.01% | New | 4,894 | $829K |
| Mogy Joel R Investment Counsel Inc. | 0.05% | Reduce -0.6% | 4,880 | $826K |
| Kitching Partners, LLC | 1.06% | Reduce -0.5% | 4,868 | $824K |
| Linscomb Wealth, Inc. | 0.04% | Add +0.1% | 4,867 | $824K |
| Curi Capital, LLC | 0.02% | Reduce -4.0% | 4,797 | $812K |
| Trail Ridge Investment Advisors, LLC | 0.39% | Add +1.2% | 4,796 | $812K |
| Foundation Wealth Management, LLC\PA | 0.39% | — | 4,789 | $811K |
| LexAurum Advisors, LLC | 0.16% | Add +76.5% | 4,788 | $811K |
| Asset Allocation Strategies LLC | 0.19% | Add +9.0% | 4,580 | $808K |
| Northstar Advisory Group, LLC | 0.41% | Reduce -0.8% | 4,758 | $806K |
| Boston Financial Mangement LLC | 0.02% | Reduce -7.3% | 4,744 | $803K |
| Dearborn Partners LLC | 0.03% | Reduce -1.8% | 4,742 | $803K |
| Northwest Bancshares, Inc. | 0.15% | No change | 4,737 | $802K |
| Corepath Wealth Partners LLC | 0.78% | Add +0.1% | 4,698 | $801K |
| Smead Capital Management, Inc. | 0.01% | New | 4,726 | $800K |
| ORG Partners LLC | 0.11% | Add +4.5% | 4,716 | $799K |
| 1ST Source Bank | 0.05% | Add +0.3% | 4,700 | $796K |
| Buska Wealth Management, LLC | 0.25% | Add +12.8% | 4,697 | $795K |
| Townsend Asset Management Corp. /NC/ | 0.29% | Add +0.8% | 4,696 | $795K |
| WPG Advisers, LLC | 0.74% | — | 4,690 | $794K |
| DecisionMap Wealth Management, LLC | 0.62% | — | 4,645 | $786K |
| Curtis Advisory Group, LLC | 0.21% | Add +5.1% | 4,632 | $784K |
| FC Advisory LLC | 0.26% | Add +2.4% | 4,631 | $784K |
| Allie Family Office LLC | 0.44% | No change | 4,630 | $784K |
| SVB Wealth LLC | 0.01% | New | 4,628 | $783K |
| JPL Wealth Management, LLC | 0.22% | — | 4,606 | $780K |
| Arrowroot Family Office, LLC | 0.40% | Add +10.6% | 4,598 | $779K |
| Horizon Investment Services, LLC | 0.33% | Add +3.7% | 4,578 | $775K |
| Conservest Capital Advisors, Inc. | 0.08% | Reduce -1.8% | 4,569 | $774K |
| Silver Coast Investments LLC | 0.29% | Add +0.8% | 4,544 | $769K |
| Weaver Consulting Group | 0.23% | Reduce -15.4% | 4,511 | $764K |
| Hill Investment Group Partners, LLC | 0.10% | Reduce -12.7% | 4,511 | $764K |
| Confluence Wealth Services, Inc. | 0.05% | Add +12.7% | 4,297 | $762K |
| Salem Investment Counselors Inc. | 0.03% | No change | 4,495 | $761K |
| Balyasny Asset Management L.P. | 0.00% | Add +102.5% | 4,492 | $760K |
| Flow Traders U.S. LLC | 0.03% | Reduce -90.8% | 4,468 | $756K |
| Klingman & Associates, LLC | 0.05% | No change | 4,459 | $755K |
| MTM Investment Management, LLC | 0.29% | Add +460.5% | 4,456 | $754K |
| Rf&l Wealth Management, LLC | 0.53% | No change | 4,455 | $754K |
| Wesbanco Bank Inc. | 0.03% | Add +24.8% | 4,454 | $754K |
| Note Advisors, LLC | 0.67% | — | 4,446 | $753K |
| American Money Management, LLC | 0.15% | Reduce -3.3% | 4,430 | $750K |
| Insight Inv LLC | 0.52% | Add +127.5% | 4,425 | $749K |
| Hall Capital Management Co. Inc. | 0.35% | — | 4,422 | $749K |
| Allred Capital Management, LLC | 0.29% | Add +0.2% | 4,416 | $748K |
| Portside Wealth Group, LLC | 0.12% | New | 4,409 | $746K |
| Caldwell Sutter Capital, Inc. | 0.35% | Add +3.9% | 4,395 | $744K |
| Guardian Asset Advisors, LLC | 0.48% | Add +0.9% | 4,394 | $744K |
| Gerber, LLC | 0.54% | Add +6.0% | 4,379 | $741K |
| Rothschild Wealth LLC | 0.22% | Reduce -5.0% | 4,377 | $741K |
| Waterfront Wealth Inc. | 0.18% | Reduce -17.1% | 4,375 | $741K |
| TrueWealth Advisors, LLC | 0.25% | Reduce -11.9% | 4,374 | $741K |
| Holos Integrated Wealth LLC | 0.51% | — | 4,369 | $740K |
| Richard W. Paul & Associates, LLC | 0.27% | Add +0.3% | 4,352 | $737K |
| FAS Wealth Partners, Inc. | 0.06% | Reduce -2.2% | 4,351 | $737K |
| Pekin Hardy Strauss, Inc. | 0.09% | Add +4.3% | 4,336 | $734K |
| TCI Wealth Advisors, Inc. | 0.06% | Reduce -15.2% | 4,322 | $732K |
| Sagespring Wealth Partners, LLC | 0.02% | — | 4,321 | $732K |
| Arlington Financial Advisors, LLC | 0.14% | New | 4,300 | $728K |
| Grove Street Fiduciary, LLC | 0.38% | — | 4,298 | $728K |
| Ashford Advisors, LLC | 0.17% | No change | 4,293 | $727K |
| Keystone Financial Group, Inc. | 0.59% | — | 4,293 | $727K |
| Modern Wealth Management, LLC | 0.03% | Add +8.0% | 4,293 | $727K |
| Capital Advisors Inc. | 0.01% | Reduce -3.4% | 4,287 | $726K |
| EFG Asset Management (Americas) Corp. | 0.14% | No change | 4,286 | $726K |
| Simplicity Wealth,LLC | 0.15% | Reduce -23.0% | 4,254 | $720K |
| Planning Center, Inc. | 0.09% | No change | 4,235 | $717K |
| My Legacy Advisors, LLC | 0.28% | Reduce -24.8% | 4,152 | $716K |
| Summit Wealth & Retirement Planning, Inc. | 0.22% | New | 4,226 | $715K |
| Cassaday & Co Wealth Management LLC | 0.02% | Add +1.9% | 4,214 | $713K |
| tru Independence LLC | 0.22% | Add +0.2% | 4,203 | $712K |
| BlueSky Wealth Advisors, LLC | 0.11% | No change | 4,199 | $711K |
| Bouchey Financial Group, Ltd. | 0.06% | Add +4.7% | 4,199 | $711K |
| Old Second National Bank of Aurora | 0.16% | No change | 4,194 | $710K |
| Brown, Lisle/Cummings, Inc. | 0.21% | Add +14.3% | 4,187 | $709K |
| 1900 Wealth Management LLC | 0.06% | Add +6.8% | 4,185 | $709K |
| Tanglewood Legacy Advisors, LLC | 0.30% | Add +10.0% | 4,180 | $708K |
| First Community Trust NA | 0.51% | No change | 4,178 | $707K |
| Guardian Wealth Advisors, LLC / NC | 0.06% | Add +15.9% | 4,173 | $706K |
| AMG National Trust Bank | 0.02% | Add +0.3% | 4,170 | $706K |
| Obermeyer Wealth Partners | 0.04% | Add +2.7% | 4,170 | $706K |
| Trust Co. of Vermont | 0.03% | Reduce -16.4% | 4,165 | $705K |
| Kavar Capital Partners Group, LLC | 0.12% | No change | 4,150 | $703K |
| HBW Advisory Services LLC | 0.07% | Add +0.8% | 4,145 | $702K |
| American National Bank & Trust | 0.08% | Reduce -9.2% | 4,143 | $701K |
| Archer Investment Corp | 0.19% | Add +0.8% | 4,142 | $701K |
| Baker Ellis Asset Management LLC | 0.10% | No change | 4,140 | $701K |
| Meridian Management Co. | 0.18% | Add +0.1% | 4,130 | $699K |
| Discipline Wealth Solutions, LLC | 0.32% | Reduce -5.2% | 4,130 | $699K |
| Bristlecone Advisors, LLC | 0.05% | Reduce -15.9% | 4,122 | $698K |
| Avantra Family Wealth, Inc. | 0.65% | — | 4,115 | $697K |
| Geometric Wealth Advisors | 0.13% | Add +8.1% | 4,105 | $695K |
| Twin City Private Wealth, LLC | 0.61% | Reduce -10.8% | 4,102 | $695K |
| Chapin Davis, Inc. | 0.23% | No change | 3,964 | $692K |
| Allegheny Financial Group | 0.18% | Add +7.4% | 4,080 | $691K |
| Uhlmann Price Securities, LLC | 0.52% | Add +3.7% | 4,051 | $686K |
| Syntegra Private Wealth Group, LLC | 0.08% | Add +10.3% | 4,048 | $685K |
| DGS Capital Management, LLC | 0.17% | Add +20.5% | 4,044 | $685K |
| Winebrenner Capital Management LLC | 0.52% | — | 4,025 | $681K |
| CGC Financial Services, LLC | 0.27% | Reduce -29.3% | 4,022 | $681K |
| NCM Capital Management, LLC | 0.31% | Reduce -2.4% | 4,002 | $678K |
| Lincoln Capital LLC | 0.14% | Add +0.0% | 4,002 | $677K |
| Code Waechter LLC | 0.59% | No change | 4,000 | $677K |
| Atlantic Union Bankshares Corp | 0.04% | Add +2.9% | 3,993 | $676K |
| Everpar Advisors LLC | 0.34% | Reduce -10.4% | 3,988 | $675K |
| Colony Family Offices, LLC | 0.21% | New | 3,972 | $672K |
| Apollon Financial, LLC | 0.17% | No change | 3,963 | $671K |
| Pacific Point Advisors, LLC | 0.41% | — | 3,800 | $669K |
| RPG Investment Advisory, LLC | 0.09% | Reduce -1.0% | 3,951 | $669K |
| Sutton Place Investors LLC | 0.39% | Add +0.1% | 3,951 | $669K |
| Institute for Wealth Management, LLC. | 0.08% | Reduce -0.1% | 3,921 | $664K |
| One Wealth Advisors, LLC | 0.10% | No change | 3,920 | $664K |
| Kelly Financial Services LLC | 0.24% | Reduce -42.5% | 3,920 | $664K |
| Triangle Securities Wealth Management | 0.17% | Add +0.3% | 3,919 | $663K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | Reduce -2.0% | 3,732 | $663K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -4.3% | 3,900 | $660K |
| JP Wealth Management, Inc. | 0.48% | — | 3,900 | $660K |
| Busey Bank | 0.02% | Reduce -3.3% | 3,896 | $660K |
| Rede Wealth, LLC | 0.25% | Reduce -41.0% | 3,883 | $657K |
| ARK & TLK Investments, LLC | 0.23% | No change | 3,870 | $655K |
| X-Square Capital, LLC | 0.27% | Add +44.2% | 3,868 | $655K |
| Signal Tree Financial Partners LLC | 0.77% | — | 3,860 | $653K |
| Summit Wealth Partners, LLC | 0.13% | Reduce -14.1% | 3,852 | $652K |
| Millington Financial Advisors, LLC | 0.38% | Add +25.3% | 3,700 | $652K |
| Roxbury Financial LLC | 0.63% | — | 3,567 | $649K |
| Axis Wealth Partners, LLC | 0.54% | — | 3,819 | $647K |
| LMG Wealth Partners, LLC | 0.14% | Add +2.3% | 3,805 | $644K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -0.3% | 3,796 | $643K |
| Heritage Wealth Advisors | 0.03% | No change | 3,787 | $641K |
| Westmount Partners, LLC | 0.19% | No change | 3,786 | $641K |
| 10Elms LLP | 0.80% | — | 3,761 | $637K |
| Cypress Wealth Services, LLC | 0.13% | No change | 3,758 | $636K |
| Shufro Rose & Co. LLC | 0.05% | Reduce -34.9% | 3,748 | $634K |
| Hancock Whitney Corp. | 0.02% | No change | 3,726 | $631K |
| Alteri Wealth LLC | 0.17% | — | 3,725 | $631K |
| Tilson Financial Group, Inc. | 0.25% | Add +0.5% | 3,679 | $623K |
| Tarbox Family Office, Inc. | 0.10% | No change | 3,676 | $622K |
| Shira Ridge Wealth Management | 0.30% | Reduce -0.6% | 3,673 | $622K |
| Accelerate Investment Advisors LLC | 0.55% | Add +0.8% | 3,669 | $621K |
| Fielder Capital Group LLC | 0.19% | Reduce -45.1% | 3,668 | $621K |
| Glen Eagle Advisors, LLC | 0.10% | Add +1.6% | 3,660 | $620K |
| Level Wealth Management LLC | 0.44% | — | 3,656 | $619K |
| Hamilton Point Investment Advisors, LLC | 0.11% | Add +7.5% | 3,655 | $619K |
| Proficio Capital Partners LLC | 0.05% | No change | 3,640 | $616K |
| Mediolanum International Funds Ltd | 0.01% | New | 3,652 | $616K |
| Plan A Wealth LLC | 0.56% | — | 3,633 | $615K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Add +0.3% | 3,625 | $614K |
| Windsor Capital Management, LLC | 0.18% | Reduce -0.5% | 3,623 | $613K |
| Total Clarity Wealth Management, Inc. | 0.20% | Reduce -10.2% | 3,618 | $613K |
| Potomac Fund Management Inc. | 0.04% | — | 3,608 | $611K |
| Fairscale Capital, LLC | 0.53% | Add +0.0% | 3,603 | $610K |
| Colonial River Investments, LLC | 0.29% | Reduce -2.8% | 3,587 | $607K |
| Eagle Global Advisors LLC | 0.02% | Reduce -2.1% | 3,570 | $604K |
| L. Roy Papp & Associates, LLP | 0.07% | Add +3.8% | 3,567 | $604K |
| Roehl & Yi Investment Advisors, LLC | 0.33% | — | 3,563 | $603K |
| Planned Solutions, Inc. | 0.25% | No change | 3,563 | $603K |
| Tiller Private Wealth, Inc. | 0.26% | Reduce -5.3% | 3,560 | $603K |
| Strategic Wealth Partners, Ltd. | 0.05% | Reduce -12.0% | 3,379 | $601K |
| Indiana Trust & Investment Management Co | 0.20% | No change | 3,546 | $600K |
| Smith Asset Management Co., LLC | 0.58% | — | 3,544 | $600K |
| Mason Investment Advisory Services, Inc. | 0.04% | Reduce -1.9% | 3,535 | $599K |
| Optima Capital LLC | 0.41% | — | 3,527 | $597K |
| CWC Advisors, LLC. | 0.59% | Add +5.4% | 3,504 | $593K |
| Carl P. Sherr & Co., LLC | 0.31% | No change | 3,502 | $593K |
| Traphagen Investment Advisors LLC | 0.06% | Add +19.3% | 3,495 | $592K |
| Williams Jones Wealth Management, LLC. | 0.01% | Add +1.5% | 3,490 | $591K |
| 180 Wealth Advisors, LLC | 0.09% | Reduce -0.9% | 3,490 | $591K |
| DDD Partners, LLC | 0.07% | Add +1.7% | 3,489 | $591K |
| Detalus Advisors, LLC | 0.19% | Reduce -0.0% | 3,488 | $590K |
| Austin Asset Management Co Inc | 0.12% | Add +78.8% | 3,482 | $590K |
| Cathy Pareto & Associates, Inc. | 0.54% | — | 3,477 | $589K |
| Annex Advisory Services, LLC | 0.02% | Add +128.9% | 3,475 | $588K |
| Life Planning Partners, Inc | 0.54% | No change | 3,442 | $583K |
| Proffitt & Goodson Inc. | 0.10% | Reduce -4.4% | 3,440 | $582K |
| Trivium Point Advisory, LLC | 0.07% | Add +0.2% | 3,431 | $581K |
| Stratos Investment Management, LLC | 0.03% | Add +7.4% | 3,426 | $580K |
| Murphy Pohlad Asset Management LLC | 0.25% | Add +7.8% | 3,401 | $576K |
| SJS Investment Consulting Inc. | 0.10% | No change | 3,400 | $576K |
| Putney Financial Group LLC | 0.51% | — | 3,395 | $575K |
| Capital World Investors | 0.00% | Reduce -0.3% | 3,401 | $574K |
| NorthRock Partners, LLC | 0.02% | Add +39.5% | 3,381 | $572K |
| Bogart Wealth, LLC | 0.03% | Add +0.1% | 3,369 | $570K |
| Legacy Private Trust Co. | 0.04% | Reduce -14.9% | 3,367 | $570K |
| apricus wealth, LLC | 0.37% | Reduce -29.9% | 3,355 | $568K |
| Glassman Wealth Services | 0.10% | Add +6.2% | 3,351 | $567K |
| VPR Management LLC | 0.30% | No change | 3,350 | $567K |
| J. Safra Sarasin Holding AG | 0.01% | Add +11.7% | 3,350 | $567K |
| Rothschild Capital Partners, LLC | 0.14% | Add +5.4% | 3,343 | $566K |
| Altiora Financial Group, LLC | 0.12% | No change | 3,342 | $566K |
| Fairhaven Wealth Management, LLC | 0.18% | No change | 3,341 | $566K |
| Howard Bailey Securities, LLC | 0.21% | Reduce -4.8% | 3,341 | $566K |
| Petra Financial Advisors Inc. | 0.38% | Add +1.0% | 3,338 | $565K |
| Fortis Capital Advisors, LLC | 0.19% | No change | 3,268 | $565K |
| Portland Financial Advisors Inc | 1.52% | — | 3,329 | $564K |
| Private Management Group Inc. | 0.02% | No change | 3,328 | $563K |
| First Citizens Bank & Trust Co. | 0.01% | New | 3,312 | $561K |
| Sovran Advisors, LLC | 0.08% | — | 3,282 | $560K |
| First National Advisers, LLC | 0.09% | Add +0.5% | 3,306 | $560K |
| Financial Gravity Companies, Inc. | 0.13% | Reduce -0.3% | 3,303 | $559K |
| Sage Financial Management Group, Inc. | 0.21% | No change | 3,302 | $559K |
| Ullmann Wealth Partners Group, LLC | 0.07% | Reduce -1.2% | 3,298 | $558K |
| Heritage Financial Services, LLC | 0.07% | New | 3,292 | $557K |
| Trilogy Capital Inc. | 0.03% | Add +11.9% | 3,271 | $554K |
| Red Door Wealth Management, LLC | 0.08% | Add +0.2% | 3,268 | $553K |
| Retirement Guys Formula LLC | 0.28% | Add +110.3% | 3,258 | $552K |
| Burney Co./ | 0.02% | Add +6.4% | 3,258 | $552K |
| Towneley Capital Management, Inc / DE | 0.13% | Reduce -36.6% | 3,250 | $550K |
| Means Investment Co., Inc. | 0.06% | Add +0.6% | 3,239 | $548K |
| Fort Point Capital Partners LLC | 0.06% | Add +3.3% | 3,238 | $548K |
| Waller Financial Planning Group, Inc. | 0.14% | Add +40.1% | 3,232 | $547K |
| Principal Financial Group Inc. | 0.00% | New | 3,218 | $545K |
| Yoder Wealth Management, Inc. | 0.30% | No change | 3,218 | $545K |
| PKS Advisory Services, LLC | 0.14% | — | 3,209 | $543K |
| Towercrest Capital Management | 0.09% | No change | 3,208 | $543K |
| Finward Bancorp | 0.47% | — | 3,195 | $541K |
| River Wealth Advisors LLC | 0.07% | Reduce -5.8% | 3,193 | $541K |
| Camarda Financial Advisors, LLC | 0.20% | New | 3,188 | $540K |
| Sierra Ocean, LLC | 0.44% | — | 3,180 | $538K |
| German American Bancorp, Inc. | 0.06% | No change | 3,179 | $538K |
| GSG Advisors LLC | 0.17% | Add +1.4% | 3,174 | $537K |
| One Wealth Capital Management, LLC | 0.27% | — | 3,173 | $537K |
| Adell Harriman & Carpenter Inc. | 0.04% | New | 3,170 | $537K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.08% | Add +0.0% | 3,168 | $536K |
| Cornerstone Advisors Asset Management, LLC | 0.12% | Add +1.2% | 3,160 | $535K |
| Peoples Financial Services Corp. | 0.25% | Reduce -0.5% | 3,144 | $532K |
| Wick Capital Partners, LLC | 0.16% | Add +63.6% | 3,141 | $532K |
| Crescent Grove Advisors, LLC | 0.05% | Add +10.4% | 3,135 | $531K |
| Garland Capital Management Inc. | 0.43% | No change | 3,129 | $530K |
| Allen Capital Group, LLC | 0.06% | Reduce -2.3% | 3,125 | $529K |
| Encompass Wealth Advisors, LLC | 0.21% | Add +105.3% | 3,120 | $528K |
| Lazard Asset Management LLC | 0.00% | Add +30.6% | 3,113 | $527K |
| Advisor Resource Council | 0.38% | New | 3,109 | $526K |
| Tenon Financial LLC | 0.34% | No change | 3,113 | $526K |
| Sentinel Pension Advisors, LLC | 0.10% | Add +2.4% | 3,103 | $525K |
| Bison Wealth, LLC | 0.12% | Add +10.7% | 3,092 | $523K |
| Certuity, LLC | 0.06% | Reduce -16.4% | 3,078 | $521K |
| Breakwater Investment Management | 0.22% | Add +1.2% | 3,077 | $521K |
| Henshaw Capital LLC | 0.02% | Add +25.5% | 3,075 | $521K |
| Barnes Wealth Management Group, Inc | 0.35% | — | 3,070 | $520K |
| Investmark Advisory Group LLC | 0.25% | Add +3.1% | 3,064 | $519K |
| Baron Wealth Management LLC | 0.24% | Add +0.6% | 3,057 | $518K |
| CM Wealth Advisors LLC | 0.17% | Add +0.8% | 3,048 | $516K |
| Leading Edge Financial Planning LLC | 0.17% | Reduce -0.5% | 3,040 | $515K |
| WFA Asset Management Corp | 0.28% | Add +0.5% | 3,040 | $515K |
| Transform Wealth, LLC | 0.03% | Add +94.8% | 3,026 | $512K |
| Evercore Wealth Management, LLC | 0.01% | No change | 3,025 | $512K |
| Legacy Financial Group LLC | 0.08% | New | 3,016 | $511K |
| Pacific Sage Partners, LLC | 0.12% | Add +2.1% | 3,006 | $509K |
| MGB Wealth Management, LLC | 0.16% | Add +67.0% | 3,006 | $509K |
| Juncture Wealth Strategies, LLC | 0.19% | Add +28.9% | 3,002 | $508K |
| SilverOak Wealth Management LLC | 0.11% | Add +0.0% | 2,995 | $507K |
| Capital Group Private Client Services, Inc. | 0.00% | Add +0.2% | 2,993 | $507K |
| Holland Advisory Services, Inc. | 0.66% | Reduce -2.4% | 2,991 | $506K |
| FSA Advisors, Inc. | 0.62% | Reduce -43.4% | 2,922 | $503K |
| Balefire, LLC | 0.17% | Add +2.2% | 2,966 | $501K |
| Landaas & Co. /Wi | 0.14% | Add +55.6% | 2,951 | $500K |
| Coordinated Financial Services, Inc. | 0.39% | — | 2,939 | $498K |
| McMill Wealth Management | 0.20% | — | 2,918 | $494K |
| Stonebridge Financial Planning Group, LLC | 0.22% | Reduce -0.9% | 2,904 | $492K |
| Spinnaker Trust | 0.03% | Add +14.1% | 2,897 | $490K |
| Aprio Wealth Management, LLC | 0.07% | Reduce -0.3% | 2,885 | $488K |
| Transce3nd, LLC | 0.17% | — | 2,882 | $488K |
| 4Thought Financial Group Inc. | 0.30% | Reduce -68.2% | 2,869 | $486K |
| Meritage Portfolio Management | 0.03% | Reduce -1.0% | 2,868 | $486K |
| Capital International Investors | 0.00% | Add +0.2% | 2,870 | $485K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -27.8% | 2,856 | $483K |
| Cambridge Advisors Inc. | 0.11% | No change | 2,850 | $483K |
| Meridian Wealth Advisors, LLC | 0.08% | No change | 2,841 | $481K |
| Patton Albertson Miller Group, LLC | 0.06% | No change | 2,835 | $480K |
| Milestone Asset Management Group, LLC | 0.43% | — | 2,831 | $479K |
| Ballast, Inc. | 0.14% | No change | 2,811 | $476K |
| ZynergyRetirementPlanningLLC | 0.33% | No change | 2,721 | $475K |
| Moseley Investment Management Inc. | 0.18% | Reduce -4.5% | 2,788 | $472K |
| Center For Asset Management LLC | 0.31% | Reduce -2.9% | 2,787 | $472K |
| Fiduciary Group, LLC | 0.05% | Add +1.4% | 2,786 | $472K |
| Balanced Rock Investment Advisors LLC | 0.37% | Add +4.7% | 2,785 | $472K |
| Traynor Capital Management, Inc. | 0.04% | Reduce -34.9% | 2,782 | $471K |
| Moulton Wealth Management, Inc. | 0.36% | Add +25.1% | 2,782 | $471K |
| Summit Asset Management, LLC | 0.08% | No change | 2,776 | $470K |
| ICONIQ Capital, LLC | 0.01% | Add +0.6% | 2,771 | $469K |
| Highland Financial Advisors, LLC | 0.16% | Add +2.1% | 2,763 | $468K |
| Bryant Woods Investment Advisors, LLC | 0.23% | Add +0.0% | 2,760 | $467K |
| McNamara Financial Services, Inc. | 0.11% | Reduce -5.3% | 2,757 | $467K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +81.0% | 2,747 | $465K |
| Prudent Man Investment Management, Inc. | 0.26% | — | 2,739 | $464K |
| TruNorth Capital Management, LLC | 0.13% | No change | 2,737 | $463K |
| FWL Investment Management, LLC | 0.17% | Add +2.2% | 2,730 | $462K |
| Graypoint LLC | 0.03% | Add +0.1% | 2,726 | $462K |
| First National Bank of Mount Dora, Trust Investment Services | 0.11% | No change | 2,708 | $458K |
| BTG Pactual Asset Management US LLC | 0.06% | New | 3,181 | $458K |
| SC&H Financial Advisors, Inc. | 0.09% | Add +0.3% | 2,701 | $457K |
| Summit Global Investments | 0.03% | Reduce -0.2% | 2,697 | $457K |
| Ariadne Wealth Management, LP | 0.21% | No change | 2,583 | $457K |
| Laidlaw Wealth Management LLC | 0.20% | Add +58.5% | 2,695 | $456K |
| First Business Financial Services, Inc. | 0.04% | No change | 2,689 | $455K |
| Bank of New Hampshire | 0.12% | Reduce -3.4% | 2,670 | $452K |
| Pines Wealth Management, LLC | 0.20% | — | 2,687 | $451K |
| Safeguard Investment Advisory Group, LLC | 0.12% | Add +11.4% | 2,660 | $451K |
| Rothschild Investment LLC | 0.03% | Add +2.0% | 2,658 | $450K |
| Alliance Wealth Management Group | 0.12% | No change | 2,656 | $450K |
| Weatherly Asset Management L. P. | 0.04% | Reduce -11.4% | 2,653 | $449K |
| Cannell & Spears LLC | 0.01% | No change | 2,651 | $449K |
| Cornerstone Financial Group, LLC | 0.44% | — | 2,650 | $449K |
| Milestone Asset Management, LLC | 0.10% | Add +29.6% | 2,650 | $449K |
| Blue Chip Partners, LLC | 0.04% | Add +0.6% | 2,646 | $448K |
| Fusion Family Wealth, LLC | 0.04% | No change | 2,640 | $447K |
| Naviter Wealth, LLC | 0.05% | Reduce -44.6% | 2,639 | $447K |
| Fulton Bank, N.A. | 0.02% | Add +1.8% | 2,636 | $446K |
| Strid Group, LLC | 0.07% | No change | 2,621 | $444K |
| Orgel Wealth Management, LLC | 0.01% | New | 2,615 | $443K |
| Goldstein Advisors, LLC | 0.06% | Reduce -14.8% | 2,612 | $442K |
| Patten & Patten Inc. | 0.03% | Add +9.2% | 2,612 | $442K |
| River Street Advisors LLC | 0.23% | Reduce -26.1% | 2,601 | $440K |
| Barlow Wealth Partners, LLC | 0.06% | No change | 2,552 | $440K |
| Total Investment Management Inc. | 0.06% | Add +0.4% | 2,598 | $440K |
| Wealth Quarterback LLC | 0.21% | Reduce -8.4% | 2,597 | $440K |
| MKT Advisors LLC | 0.19% | Reduce -1.1% | 2,506 | $438K |
| Chapman Financial Group, LLC | 0.35% | — | 2,581 | $437K |
| LRI Investments, LLC | 0.04% | No change | 2,567 | $435K |
| L.M. Kohn & Company | 0.11% | Add +2.7% | 2,563 | $434K |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | Add +1.1% | 2,542 | $430K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 2,539 | $430K |
| M3 Advisory Group, LLC | 0.31% | Reduce -10.0% | 2,532 | $429K |
| Patten Group, Inc. | 0.09% | Add +0.2% | 2,526 | $428K |
| NewSquare Capital LLC | 0.03% | New | 2,520 | $427K |
| Austin Wealth Management, LLC | 0.09% | Reduce -0.6% | 2,439 | $426K |
| Next Capital Management LLC | 0.17% | No change | 2,511 | $425K |
| Prosperity Financial Group, Inc. | 0.21% | Add +1.6% | 2,507 | $424K |
| Ironwood Investment Counsel, LLC | 0.07% | Add +0.1% | 2,503 | $424K |
| Sfmg, LLC | 0.03% | Add +1.1% | 2,502 | $424K |
| Philip James Wealth Mangement, LLC | 0.06% | Add +0.4% | 2,499 | $423K |
| DiNuzzo Private Wealth, Inc. | 0.05% | Add +0.2% | 2,480 | $420K |
| GWN Securities Inc. | 0.11% | — | 2,377 | $420K |
| Cidel Asset Management Inc. | 0.03% | No change | 2,475 | $419K |
| O'ROURKE & COMPANY, Inc | 0.21% | Add +0.3% | 2,473 | $419K |
| Integrated Capital Management, LLC | 0.22% | Reduce -3.2% | 2,469 | $418K |
| Continental Investors Services, Inc. | 0.82% | Reduce -7.4% | 2,453 | $415K |
| BetterWealth, LLC | 0.11% | No change | 2,452 | $415K |
| Thomasville National Bank | 0.03% | Add +11.4% | 2,446 | $414K |
| Libra Wealth LLC | 0.16% | No change | 2,442 | $413K |
| Lantern Wealth Advisors, LLC | 0.27% | New | 244 | $413K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | Add +58.5% | 2,430 | $411K |
| Mathes Company, Inc. | 0.15% | No change | 2,413 | $409K |
| Advisor OS, LLC | 0.05% | Add +70.0% | 2,406 | $407K |
| Members Wealth LLC | 0.30% | — | 2,300 | $406K |
| Carr Financial Group Corp | 0.13% | Add +0.3% | 2,394 | $405K |
| J. W. Coons Advisors, LLC | 0.10% | Add +4.5% | 2,386 | $404K |
| Quantum Financial Planning Services, Inc. | 0.22% | — | 2,382 | $403K |
| Sterling Wealth Management, Inc. | 0.15% | Reduce -0.1% | 2,370 | $401K |
| Genesis Private Wealth, LLC | 0.22% | — | 2,368 | $401K |
| Catalyst Financial Partners LLC | 0.08% | Add +60.7% | 2,366 | $401K |
| Oakworth Capital, Inc. | 0.03% | No change | 2,359 | $399K |
| Comprehensive Money Management Services LLC | 0.33% | — | 2,355 | $399K |
| Seelaus Asset Management LLC | 0.37% | Add +1.3% | 2,352 | $398K |
| Austin Private Wealth, LLC | 0.04% | Add +34.2% | 2,350 | $398K |
| Allianz SE | 0.01% | No change | 2,348 | $398K |
| Northwest Quadrant Wealth Management, LLC | 0.09% | New | 2,343 | $397K |
| Sachem Hill LLC | 0.08% | Reduce -38.0% | 2,337 | $396K |
| Client 1ST Advisory Group, LLC | 0.15% | New | 2,318 | $392K |
| Physician Wealth Advisors, Inc. | 0.07% | Add +46.1% | 2,313 | $392K |
| Mason & Associates, LLC | 0.12% | Reduce -16.8% | 2,311 | $391K |
| Synergy Financial Group, LTD | 0.33% | New | 2,306 | $390K |
| Dynamic Financial Group | 0.40% | — | 2,301 | $390K |
| Novus Advisors, LLC | 0.39% | — | 2,296 | $389K |
| Solidarity Wealth, LLC | 0.10% | No change | 2,293 | $388K |
| GeoWealth Management, LLC | 0.01% | Add +40.4% | 2,292 | $388K |
| Meridian Wealth Partners, LLC | 0.06% | Add +37.4% | 2,287 | $387K |
| Haven Private, LLC | 0.22% | — | 2,280 | $386K |
| Lauer Wealth, LLC | 0.26% | No change | 2,276 | $385K |
| OneAscent Wealth Management LLC | 0.16% | Add +12.7% | 2,272 | $385K |
| Robinson Smith Wealth Advisors LLC | 0.33% | Reduce -5.3% | 2,274 | $385K |
| Innova Wealth Partners | 0.24% | New | 2,269 | $384K |
| GDS Wealth Management | 0.04% | Add +45.1% | 2,266 | $384K |
| Community Financial Services Group, LLC | 0.08% | No change | 2,265 | $383K |
| Horizon Wealth Management, LLC | 0.07% | New | 2,260 | $383K |
| Sound Income Strategies, LLC | 0.02% | Add +8.0% | 2,254 | $382K |
| Wealth Group Ltd | 0.11% | Reduce -5.6% | 2,245 | $380K |
| Madison Wealth Partners, Inc | 0.11% | No change | 2,245 | $380K |
| WealthPLAN Partners, LLC | 0.05% | Add +75.0% | 2,235 | $378K |
| Christensen, King & Associates Investment Services, Inc. | 0.18% | Add +0.1% | 2,206 | $378K |
| Miller Financial Services LLC | 0.32% | — | 2,231 | $378K |
| Trek Financial, LLC | 0.03% | Reduce -2.4% | 2,227 | $377K |
| Greenfield Savings Bank | 0.18% | Reduce -0.7% | 2,221 | $376K |
| ABLE Financial Group, LLC | 0.11% | Reduce -17.1% | 2,217 | $375K |
| MPS Loria Financial Planners, LLC | 0.11% | Add +0.6% | 2,195 | $372K |
| Claro Advisors Inc. | 0.05% | Reduce -13.0% | 2,193 | $371K |
| ARS Wealth Advisors Group, LLC | 0.05% | Add +0.1% | 2,191 | $371K |
| Croban | 0.36% | — | 2,187 | $370K |
| Argentarii, LLC | 0.19% | — | 2,184 | $370K |
| Ariston Services Group | 0.32% | New | 2,176 | $368K |
| Verisail Partners, LLC | 0.17% | — | 2,153 | $365K |
| Farmers National Bank | 0.11% | — | 2,134 | $361K |
| Pictet North America Advisors SA | 0.03% | No change | 2,133 | $361K |
| MKD Wealth Coaches, LLC | 0.37% | — | 2,131 | $361K |
| Three Magnolias Financial Advisors, LLC | 0.38% | — | 2,123 | $359K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -3.5% | 2,122 | $359K |
| Concorde Asset Management, LLC | 0.19% | No change | 2,120 | $359K |
| Atlas Wealth LLC | 0.19% | New | 2,118 | $359K |
| Colton Groome Financial Advisors, LLC | 0.14% | Reduce -15.1% | 2,109 | $357K |
| Trust Point Inc. | 0.02% | New | 2,092 | $354K |
| Destiny Wealth Partners, LLC | 0.06% | Add +25.1% | 2,091 | $354K |
| Saxony Capital Management, LLC | 0.31% | Reduce -3.5% | 2,089 | $354K |
| Legacy Advisors, LLC | 0.03% | No change | 2,087 | $353K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.13% | Add +6.5% | 2,082 | $353K |
| Slagle Financial, LLC | 0.16% | Add +0.2% | 2,079 | $352K |
| S.A. Mason LLC | 0.18% | No change | 2,078 | $352K |
| Blue Bell Private Wealth Management, LLC | 0.07% | Add +3.5% | 2,074 | $351K |
| Toews Corp. | 0.21% | Reduce -1.9% | 2,073 | $351K |
| Canandaigua National Bank & Trust Co. | 0.03% | No change | 2,072 | $351K |
| Fairview Capital Investment Management, LLC | 0.02% | New | 2,072 | $351K |
| JNBA Financial Advisors | 0.04% | Reduce -4.0% | 2,071 | $351K |
| Capstone Financial Advisors, Inc. | 0.02% | New | 2,069 | $350K |
| NTV Asset Management LLC | 0.05% | New | 2,068 | $350K |
| Wealth Group, Ltd. | 0.23% | Add +66.3% | 2,069 | $350K |
| JFS Wealth Advisors, LLC | 0.02% | Reduce -91.7% | 2,065 | $350K |
| Applied Capital LLC | 0.18% | Reduce -5.5% | 2,062 | $349K |
| Riggs Capital Management LLC | 0.34% | — | 2,060 | $349K |
| SpringVest Wealth Management LLC | 0.30% | — | 2,058 | $348K |
| First International Bank & Trust | 0.11% | No change | 2,057 | $348K |
| Arkos Global Advisors | 0.05% | Reduce -1.5% | 2,058 | $348K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +1.3% | 2,048 | $347K |
| Independent Wealth Network Inc. | 0.14% | Add +1.7% | 2,047 | $347K |
| Murphy & Mullick Capital Management Corp | 0.32% | — | 2,046 | $346K |
| Thor Investment Management Inc. /Oh/ | 0.27% | Reduce -21.8% | 2,035 | $345K |
| Strata Wealth Advisors, LLC | 0.11% | Add +2.3% | 2,029 | $344K |
| Hazlett, Burt & Watson, Inc. | 0.15% | Reduce -1.2% | 2,022 | $343K |
| Franklin Street Advisors Inc. | 0.02% | No change | 2,024 | $343K |
| Guidance Capital, Inc. | 0.10% | Reduce -4.3% | 1,935 | $343K |
| Crown Wealth Group, LLC | 0.14% | Reduce -92.4% | 2,021 | $342K |
| RHS Financial, LLC | 0.18% | No change | 2,009 | $340K |
| Carson Advisory Inc. | 0.24% | Reduce -19.6% | 2,007 | $340K |
| MJP Associates Inc. | 0.06% | Add +61.0% | 2,005 | $340K |
| Cladis Investment Advisory, LLC | 0.24% | No change | 2,000 | $339K |
| RVW Wealth, LLC | 0.03% | Reduce -3.9% | 1,998 | $338K |
| ORBA Wealth Advisors, L.L.C. | 0.18% | Add +1.2% | 1,993 | $337K |
| Acorn Financial Advisory Services Inc. | 0.06% | Add +0.1% | 1,987 | $336K |
| Traction Financial Partners, LLC | 0.26% | No change | 1,975 | $334K |
| HT Partners LLC | 0.11% | No change | 1,968 | $333K |
| Raffa Wealth Management, LLC | 0.08% | Add +0.6% | 1,965 | $333K |
| Samalin Investment Counsel, LLC | 0.14% | Add +0.1% | 1,962 | $332K |
| Fidelity D & D Bancorp Inc. | 0.22% | Add +1.2% | 1,955 | $331K |
| Great Point Wealth Advisors, LLC | 0.07% | New | 1,955 | $331K |
| Trace Wealth Advisors, LLC | 0.30% | — | 1,950 | $330K |
| Tectonic Advisors LLC | 0.02% | New | 1,950 | $330K |
| Maiden Cove Capital, LLC | 0.50% | Reduce -2.4% | 1,949 | $330K |
| Marion Wealth Management | 0.09% | No change | 1,947 | $330K |
| Stuart Chaussee & Associates, Inc. | 0.08% | Add +27.5% | 1,946 | $329K |
| Cultivar Capital, Inc. | 0.29% | Reduce -30.3% | 1,944 | $329K |
| Holderness Investments Co. | 0.07% | Reduce -9.6% | 1,942 | $329K |
| Waterloo Capital, L.P. | 0.03% | Add +43.1% | 1,932 | $327K |
| EnRich Financial Partners LLC | 0.11% | Reduce -7.1% | 1,923 | $326K |
| Capital Advantage, Inc. | 0.06% | New | 1,922 | $325K |
| Security National Bank of Sioux City Iowa | 0.23% | Reduce -0.8% | 1,918 | $325K |
| Rowlandmiller & Partners.adv | 0.07% | Add +0.4% | 1,915 | $324K |
| Fortress Financial Group, LLC | 0.32% | — | 1,909 | $323K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 1,905 | $323K |
| Van Cleef Asset Management,Inc | 0.04% | No change | 1,900 | $322K |
| TCP Asset Management, LLC | 0.07% | No change | 1,897 | $321K |
| Elevation Point Wealth Partners, LLC | 0.03% | Reduce -20.8% | 1,895 | $321K |
| Bangor Savings Bank | 0.03% | Add +0.2% | 1,889 | $320K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.09% | Reduce -0.2% | 1,889 | $320K |
| Wayfinding Financial, LLC | 0.17% | New | 1,883 | $318K |
| Mosaic Financial Group, LLC | 0.23% | No change | 1,871 | $317K |
| Lee, Kelleher & Klein Wealth Management | 0.22% | — | 1,862 | $315K |
| Wharton Business Group, LLC | 0.01% | No change | 1,858 | $315K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -1.8% | 1,859 | $315K |
| Catalina Capital Group, LLC | 0.10% | Reduce -3.9% | 1,856 | $314K |
| National Wealth Management Group, LLC | 0.21% | Reduce -3.1% | 1,854 | $314K |
| Nemes Rush Group LLC | 0.04% | Add +564.4% | 1,847 | $313K |
| Abound Wealth Management | 0.10% | Add +13.7% | 1,835 | $311K |
| DB Fitzpatrick & Co, Inc | 0.29% | Add +4.7% | 1,835 | $311K |
| FRG Family Wealth Advisors LLC | 0.06% | No change | 1,835 | $311K |
| Boyce & Associates Wealth Consulting, Inc. | 0.31% | Reduce -5.7% | 1,830 | $310K |
| Motive Wealth Advisors | 0.17% | Reduce -4.9% | 1,829 | $310K |
| Denver PWM, LLC | 0.12% | Reduce -1.8% | 1,828 | $310K |
| Vantage Point Financial LLC | 0.17% | — | 1,820 | $308K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +13.6% | 1,818 | $308K |
| Collaborative Wealth Managment Inc. | 0.14% | Reduce -3.7% | 1,813 | $307K |
| Edge Financial Advisors LLC | 0.27% | Add +0.4% | 1,810 | $306K |
| Sterling Investment Advisors, Ltd. | 0.07% | No change | 1,809 | $306K |
| Versant Capital Management, Inc | 0.07% | Reduce -7.7% | 1,809 | $306K |
| Aerodigm Wealth, LLC | 0.18% | New | 1,806 | $306K |
| Cascade Investment Group, Inc. | 0.22% | No change | 1,806 | $306K |
| Accretive Wealth Partners, LLC | 0.13% | No change | 1,803 | $305K |
| Ceera Investments, LLC | 0.10% | Add +11.1% | 1,800 | $305K |
| KWB Wealth | 0.04% | Add +0.3% | 1,743 | $304K |
| Altfest L J & Co. Inc. | 0.04% | Reduce -4.1% | 1,789 | $303K |
| NFSG Corp | 0.08% | New | 1,784 | $302K |
| Heritage Trust Co | 0.04% | — | 1,783 | $302K |
| Logan Capital Management Inc. | 0.01% | New | 1,769 | $299K |
| Allied Investment Advisors, LLC | 0.06% | New | 1,768 | $299K |
| Drake & Associates, LLC | 0.09% | Add +26.8% | 1,696 | $299K |
| Centurion Wealth Management LLC | 0.09% | Add +1.3% | 1,762 | $298K |
| New Perspectives, Inc | 0.16% | No change | 1,761 | $298K |
| GatePass Capital, LLC | 0.33% | — | 1,760 | $298K |
| WealthPlan Investment Management, LLC | 0.03% | No change | 1,759 | $298K |
| Bigelow Investment Advisors, LLC | 0.14% | New | 1,757 | $297K |
| Cooper Financial Group | 0.04% | Reduce -1.6% | 1,752 | $297K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 1,747 | $296K |
| Swmg, LLC | 0.12% | Add +0.2% | 1,676 | $295K |
| Farmers & Merchants Investments Inc. | 0.01% | Add +5.0% | 1,742 | $295K |
| Harbor Group, Inc. | 0.07% | Add +0.5% | 1,741 | $295K |
| Trifecta Capital Advisors, LLC | 0.06% | No change | 1,740 | $295K |
| Cedar Point Capital Partners, LLC | 0.20% | Add +2.3% | 1,739 | $294K |
| Beirne Wealth Consulting Services, LLC | 0.11% | No change | 1,737 | $294K |
| Enterprise Bank & Trust Co | 0.10% | No change | 1,730 | $293K |
| Hilltop Wealth Advisors, LLC | 0.15% | Reduce -6.3% | 1,727 | $292K |
| Anderson Hoagland & Co. | 0.03% | No change | 1,674 | $292K |
| Hanson & Doremus Investment Management | 0.05% | Reduce -0.9% | 1,722 | $292K |
| Redhawk Wealth Advisors, Inc. | 0.04% | Reduce -0.8% | 1,721 | $291K |
| Rialto Wealth Management, LLC | 0.10% | — | 1,716 | $291K |
| Capital Investment Services of America, Inc. | 0.03% | No change | 1,715 | $290K |
| Greenwood Gearhart LLC | 0.02% | New | 1,713 | $290K |
| Silverlake Wealth Management LLC | 0.11% | Add +0.1% | 1,710 | $290K |
| Tranquility Partners, LLC | 0.11% | New | 1,706 | $289K |
| Peddock Capital Advisors, LLC | 0.07% | Reduce -26.8% | 1,704 | $288K |
| Wealthstar Advisors, LLC | 0.12% | — | 1,698 | $287K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | Reduce -29.8% | 1,690 | $286K |
| Baldwin Wealth Partners LLC | 0.02% | No change | 1,690 | $286K |
| Reynders McVeigh Capital Management, LLC | 0.02% | No change | 1,687 | $286K |
| Stonebridge Capital Advisors LLC | 0.02% | Reduce -13.5% | 1,689 | $286K |
| Heritage Oak Wealth Advisors LLC | 0.14% | Reduce -82.9% | 1,683 | $285K |
| HMS Capital Management, LLC | 0.14% | No change | 1,680 | $284K |
| Cadence Bank | 0.02% | Add +8.8% | 1,679 | $284K |
| Brooklyn FI, LLC | 0.09% | Add +1.9% | 1,676 | $284K |
| TD Waterhouse Canada Inc. | 0.00% | Add +6.1% | 1,674 | $283K |
| Five Oceans Advisors | 0.13% | Reduce -0.5% | 1,668 | $282K |
| Jackson Creek Investment Advisors LLC | 0.08% | Add +9.0% | 1,666 | $282K |
| F/m Investments LLC | 0.01% | New | 1,660 | $281K |
| JDM Financial Group LLC | 0.15% | Add +26.0% | 1,649 | $279K |
| Convergence Financial, LLC | 0.06% | Reduce -0.6% | 1,641 | $278K |
| Unionview, LLC | 0.20% | Add +0.4% | 1,639 | $277K |
| Adero Partners, LLC | 0.02% | No change | 1,637 | $277K |
| Prasad Wealth Partners, LLC | 0.09% | — | 1,637 | $277K |
| GEM Asset Management, LLC | 0.15% | Add +0.6% | 1,628 | $276K |
| Vestia Personal Wealth Advisors | 0.23% | Add +7.2% | 1,627 | $276K |
| Whittier Trust Co. | 0.00% | Add +0.1% | 1,626 | $275K |
| Stegner Investment Associates Inc. | 0.18% | New | 1,624 | $275K |
| Smith Salley Wealth Management | 0.02% | Reduce -2.2% | 1,620 | $274K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 1,616 | $274K |
| SK Wealth Management, LLC | 0.14% | No change | 1,614 | $273K |
| Semus Wealth Partners LLC | 0.18% | Reduce -3.8% | 1,611 | $273K |
| FourThought Financial Partners, LLC | 0.03% | Reduce -0.1% | 1,608 | $272K |
| Iron Horse Wealth Management, LLC | 0.09% | No change | 1,608 | $272K |
| Define Financial, LLC | 0.20% | — | 1,604 | $272K |
| Peoples Bank | 0.16% | Add +7.4% | 1,603 | $271K |
| Retirement Wealth Solutions LLC | 0.23% | — | 1,617 | $271K |
| Axim Planning & Wealth | 0.29% | New | 1,602 | $271K |
| S. R. Schill & Associates | 0.23% | No change | 1,600 | $271K |
| BigSur Wealth Management LLC | 0.08% | No change | 1,600 | $271K |
| Harfst & Associates, Inc. | 0.06% | No change | 1,600 | $271K |
| Carnegie Lake Advisors LLC | 0.11% | No change | 1,593 | $270K |
| Journey Strategic Wealth LLC | 0.01% | Add +21.7% | 1,591 | $269K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.05% | Add +22.0% | 1,588 | $269K |
| West Financial Advisors, LLC | 0.05% | Add +0.3% | 1,589 | $269K |
| Wealth Advisors of Iowa, LLC | 0.14% | New | 1,587 | $269K |
| OMNI 360 Wealth, Inc. | 0.18% | Add +0.1% | 1,585 | $268K |
| Pullen Investment Management, LLC | 0.17% | No change | 1,583 | $268K |
| Satovsky Asset Management LLC | 0.06% | Reduce -14.7% | 1,581 | $268K |
| Seed Wealth Management, Inc. | 0.22% | Reduce -8.7% | 1,575 | $267K |
| Jentner Corp | 0.08% | Reduce -5.3% | 1,575 | $267K |
| Francis Financial, Inc. | 0.07% | Reduce -10.6% | 1,573 | $266K |
| Sensible Money, LLC | 0.12% | No change | 1,570 | $266K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.03% | New | 1,566 | $265K |
| Appleton Partners Inc. | 0.02% | Reduce -15.0% | 1,568 | $265K |
| Stapp Wealth Management, PLLC | 0.41% | New | 1,555 | $263K |
| Integral Investment Advisors, Inc. | 0.09% | Reduce -31.0% | 1,555 | $263K |
| Dimension Capital Management LLC | 0.04% | No change | 1,553 | $263K |
| Kraft Asset Management, LLC | 0.20% | No change | 1,524 | $263K |
| Unified Investment Management | 0.30% | — | 1,546 | $262K |
| White Wing Wealth Management | 0.19% | Reduce -31.5% | 1,546 | $262K |
| McGlone Suttner Wealth Management, Inc. | 0.04% | New | 1,542 | $261K |
| Proactive Wealth Strategies LLC | 0.14% | Add +10.9% | 1,541 | $261K |
| Benchmark Financial Wealth Advisors, LLC | 0.08% | Add +0.6% | 1,540 | $261K |
| Welch Group, LLC | 0.01% | Reduce -1.7% | 1,542 | $261K |
| Legacy Financial Strategies, LLC | 0.06% | Add +0.4% | 1,539 | $260K |
| KG Capital Management | 0.08% | Add +3.0% | 1,534 | $260K |
| Sunpointe, LLC | 0.13% | New | 1,533 | $260K |
| Ignite Planners, LLC | 0.06% | Add +0.6% | 1,519 | $259K |
| TD Asset Management Inc | 0.00% | Add +7.0% | 1,526 | $258K |
| Aviance Capital Partners, LLC | 0.04% | Add +7.3% | 1,524 | $258K |
| Perissos Private Wealth Management, LLC | 0.19% | Add +0.1% | 1,523 | $258K |
| Goelzer Investment Management, Inc. | 0.01% | New | 1,519 | $257K |
| Gen-Wealth Partners Inc | 0.11% | Add +0.6% | 1,509 | $255K |
| Clarity Wealth Advisors, LLC | 0.07% | Add +11.0% | 1,504 | $255K |
| Gimbal Financial | 0.21% | No change | 1,500 | $254K |
| Portland Global Advisors LLC | 0.03% | No change | 1,500 | $254K |
| Hemenway Trust Co LLC | 0.02% | Reduce -40.0% | 1,500 | $254K |
| Full Sail Capital, LLC | 0.02% | New | 1,498 | $254K |
| Lynx Investment Advisory | 0.17% | Reduce -1.9% | 1,493 | $253K |
| Morton Capital Management LLC | 0.05% | No change | 1,491 | $252K |
| Financial Partners Group, LLC | 0.10% | No change | 1,490 | $252K |
| Private Wealth Management Group, LLC | 0.10% | Reduce -0.5% | 1,484 | $251K |
| Wrenne Financial Planning LLC | 0.14% | No change | 1,483 | $251K |
| jvl associates llc | 0.10% | No change | 1,482 | $251K |
| Private Advisory Group LLC | 0.03% | New | 1,473 | $249K |
| Harbour Capital Advisors, LLC | 0.06% | Reduce -2.8% | 1,462 | $249K |
| First Interstate Bank | 0.02% | Add +17.0% | 1,471 | $249K |
| Sage Capital Advisors,llc | 0.06% | Add +0.5% | 1,470 | $249K |
| True North Advisors, LLC | 0.06% | Reduce -28.2% | 1,469 | $249K |
| Redmond Asset Management, LLC | 0.06% | Reduce -2.6% | 1,467 | $248K |
| University of Texas/Texas Am Investment Management Co. | 0.03% | No change | 1,467 | $248K |
| Truvestments Capital LLC | 0.06% | Add +0.6% | 1,460 | $247K |
| Apriem Advisors | 0.03% | No change | 1,458 | $247K |
| FSM Wealth Advisors, LLC | 0.06% | No change | 1,421 | $247K |
| Syverson Strege & Co | 0.08% | Add +0.2% | 1,454 | $246K |
| Tyche Wealth Partners LLC | 0.05% | No change | 1,452 | $246K |
| Lantz Financial LLC | 0.07% | No change | 1,448 | $245K |
| GW Henssler & Associates Ltd. | 0.01% | No change | 1,401 | $245K |
| Valley Financial Group, Inc. | 0.17% | Add +5.5% | 1,444 | $244K |
| Serenus Wealth Advisors, LLC | 0.04% | — | 1,441 | $244K |
| Novare Capital Management LLC | 0.02% | No change | 1,440 | $244K |
| WR Wealth Planners, LLC | 0.08% | Add +0.1% | 1,436 | $243K |
| Aurora Private Wealth, Inc. | 0.18% | Reduce -2.2% | 1,434 | $243K |
| Householder Group Estate & Retirement Specialist, LLC | 0.18% | Reduce -84.4% | 1,437 | $243K |
| First Nebraska Trust Co | 0.02% | No change | 1,434 | $243K |
| Northwest Financial Advisors | 0.20% | Add +1.4% | 1,434 | $243K |
| Global Wealth Strategies & Associates | 0.08% | Reduce -15.6% | 1,432 | $242K |
| Whitaker-Myers Wealth Managers, LTD. | 0.07% | Reduce -7.3% | 1,429 | $242K |
| Capital Investment Counsel, Inc | 0.04% | Add +85.5% | 1,428 | $242K |
| RAM Investment Partners, LLC | 0.06% | New | 1,424 | $241K |
| Realta Investment Advisors | 0.10% | Add +54.5% | 1,406 | $240K |
| Duncker Streett & Co. Inc. | 0.04% | No change | 1,410 | $239K |
| one8zero8, LLC | 0.05% | — | 1,407 | $238K |
| BWM Planning, LLC | 0.10% | Add +2.4% | 1,403 | $238K |
| Revolve Wealth Partners, LLC | 0.03% | No change | 1,402 | $237K |
| SMI Advisory Services, LLC | 0.05% | Add +0.8% | 1,398 | $237K |
| Venturi Wealth Management, LLC | 0.01% | Reduce -12.4% | 1,395 | $236K |
| CFS Investment Advisory Services, LLC | 0.02% | New | 1,392 | $236K |
| Wisconsin Wealth Advisors, LLC | 0.35% | — | 1,390 | $235K |
| Financial Insights, Inc. | 0.09% | No change | 1,389 | $235K |
| Greenspring Advisors, LLC | 0.05% | No change | 1,386 | $235K |
| Opal Wealth Advisors, LLC | 0.07% | Reduce -23.0% | 1,383 | $234K |
| Marco Investment Management LLC | 0.02% | Reduce -10.5% | 1,377 | $233K |
| Seven Mile Advisory | 0.15% | Add +3.7% | 1,353 | $229K |
| Excalibur Management Corp. | 0.09% | Reduce -10.3% | 1,352 | $229K |
| Pacifica Partners Inc. | 0.10% | No change | 1,353 | $229K |
| Highline Wealth Partners LLC | 0.07% | Reduce -3.8% | 1,351 | $229K |
| Family Capital Management, Inc. | 0.14% | No change | 1,350 | $229K |
| Capital City Trust Co. | 0.06% | Reduce -14.4% | 1,344 | $228K |
| Orion Capital Management LLC | 0.10% | Add +4.1% | 1,339 | $227K |
| Creekmur Asset Management LLC | 0.05% | Add +0.4% | 1,339 | $227K |
| Bluespring Wealth Management, LLC | 0.02% | Reduce -7.3% | 1,338 | $227K |
| Formidable Asset Management, LLC | 0.04% | Add +0.4% | 1,337 | $226K |
| Oxbow Advisors, LLC | 0.03% | New | 1,332 | $226K |
| Horizon Family Wealth, Inc. | 0.15% | Add +0.6% | 1,331 | $225K |
| Chicago Capital, LLC | 0.01% | Add +2.0% | 1,327 | $225K |
| Maltin Wealth Management, Inc. | 0.11% | New | 1,326 | $224K |
| Wealthquest Corp | 0.02% | No change | 1,325 | $224K |
| Joseph P. Lucia & Associates, LLC | 0.10% | New | 1,322 | $224K |
| McDonald Partners LLC | 0.06% | Add +1.5% | 1,320 | $223K |
| Forum Private Client Group LLC | 0.10% | No change | 1,317 | $223K |
| St. Clair Advisors, LLC | 0.06% | No change | 1,316 | $223K |
| Nilsine Partners, LLC | 0.02% | No change | 1,313 | $222K |
| PCG Wealth Advisors, LLC | 0.08% | No change | 1,312 | $222K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.09% | No change | 1,310 | $222K |
| True Link Financial Advisors, LLC | 0.02% | New | 1,308 | $221K |
| Mills Wealth Advisors LLC | 0.13% | Reduce -7.5% | 1,307 | $221K |
| Fairvoy Private Wealth, LLC | 0.06% | — | 1,304 | $221K |
| Pettyjohn, Wood & White, Inc. | 0.04% | Add +0.5% | 1,302 | $220K |
| Philadelphia Trust Co. | 0.02% | No change | 1,297 | $220K |
| Natixis | 0.00% | New | 1,293 | $218K |
| Verity Asset Management, Inc. | 0.12% | Reduce -48.7% | 4,803 | $218K |
| Eq LLC | 0.10% | No change | 1,288 | $218K |
| Fiduciary Alliance LLC | 0.02% | Add +8.9% | 1,287 | $218K |
| M.E. Allison & Co., Inc. | 0.24% | — | 1,287 | $218K |
| Chartist Inc. | 0.11% | Reduce -2.7% | 1,287 | $218K |
| Telos Capital Management, Inc. | 0.02% | Reduce -13.0% | 1,287 | $218K |
| Atlanta Consulting Group Advisors, LLC | 0.08% | Reduce -15.5% | 1,286 | $218K |
| LifeGoal Investments, LLC | 0.24% | — | 1,286 | $218K |
| Red Lighthouse Investment Management, LLC | 0.09% | No change | 1,284 | $217K |
| Old Port Advisors | 0.06% | New | 1,282 | $217K |
| 1834 Investment Advisors Co. | 0.03% | Reduce -10.8% | 1,278 | $216K |
| Channel Wealth LLC | 0.07% | Add +0.9% | 1,277 | $216K |
| Smith Thornton Advisors LLC | 0.14% | No change | 1,276 | $216K |
| JTC Employer Solutions Trustee Ltd | 0.02% | No change | 1,280 | $216K |
| Naples Global Advisors, LLC | 0.02% | Add +6.8% | 1,276 | $216K |
| WealthTrust Axiom LLC | 0.06% | No change | 1,274 | $216K |
| Berkeley, Inc | 0.11% | Reduce -53.6% | 1,268 | $215K |
| Opes Wealth Management LLC | 0.04% | Add +4.8% | 1,266 | $214K |
| Providence Capital Advisors, LLC | 0.04% | Add +302.9% | 1,265 | $214K |
| Secure Asset Management, LLC | 0.03% | Reduce -4.7% | 1,266 | $214K |
| Veracity Capital LLC | 0.08% | Add +0.6% | 1,263 | $214K |
| Eastern Bank | 0.00% | Reduce -0.4% | 1,262 | $214K |
| JSF Financial, LLC | 0.06% | Add +0.1% | 1,256 | $213K |
| Callan Capital, LLC | 0.02% | Reduce -74.3% | 1,256 | $213K |
| First Pacific Financial | 0.05% | Add +0.5% | 1,254 | $212K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +15.3% | 1,254 | $212K |
| Wealth Dimensions Group, Ltd. | 0.05% | No change | 1,247 | $211K |
| Entrewealth, LLC | 0.19% | — | 1,209 | $211K |
| Priebe Wealth Holdings LLC | 0.14% | No change | 1,243 | $210K |
| Stablepoint Partners, LLC | 0.04% | No change | 1,242 | $210K |
| Resolute Advisors LLC | 0.04% | Add +0.6% | 1,236 | $209K |
| Barton Investment Management | 0.02% | No change | 1,235 | $209K |
| Cahaba Wealth Management, Inc. | 0.02% | Reduce -9.3% | 1,226 | $207K |
| Solitude Financial Services | 0.09% | Reduce -8.0% | 1,224 | $207K |
| Sonora Investment Management Group, LLC | 0.02% | New | 1,221 | $207K |
| RFG Holdings, Inc. | 0.07% | New | 1,220 | $207K |
| Arcadia Wealth Management, Inc. | 0.18% | — | 1,218 | $206K |
| Cypress Financial Planning LLC | 0.08% | Reduce -6.5% | 1,216 | $206K |
| IAG Wealth Partners, LLC | 0.04% | Add +7.0% | 1,216 | $206K |
| Main Street Group, LTD | 0.09% | Add +0.1% | 1,212 | $205K |
| Laurel Wealth Planning LLC | 0.13% | No change | 1,210 | $205K |
| Pennington Partners & Co., LLC | 0.10% | — | 1,208 | $205K |
| Shoker Investment Counsel, Inc. | 0.07% | No change | 1,208 | $205K |
| Curio Wealth, LLC | 0.11% | — | 1,207 | $204K |
| Meridian Financial Advisors, LLC | 0.14% | Reduce -35.0% | 1,206 | $204K |
| Charles Schwab Trust Co | 0.02% | New | 1,206 | $204K |
| Rodgers Brothers Inc. | 0.03% | No change | 1,204 | $204K |
| American Asset Management Inc. | 0.21% | New | 1,200 | $203K |
| Northside Capital Management, LLC | 0.05% | No change | 1,200 | $203K |
| MontVue Capital Management, Inc. | 0.15% | No change | 1,194 | $202K |
| Hobbs Group Advisors, LLC | 0.08% | Reduce -2.7% | 1,193 | $202K |
| BancFirst Trust & Investment Management | 0.09% | No change | 1,194 | $202K |
| Avid Wealth Partners LLC | 0.14% | No change | 1,191 | $202K |
| Crux Wealth Advisors | 0.11% | — | 1,189 | $201K |
| Canal Capital Management, LLC | 0.03% | Add +2.1% | 1,188 | $201K |
| Granite FO LLC | 0.11% | No change | 1,187 | $201K |
| TCTC Holdings, LLC | 0.01% | Add +60.9% | 1,186 | $201K |
| Dopkins Wealth Management, LLC | 0.10% | Reduce -50.9% | 1,184 | $200K |
| Winch Advisory Services, LLC | 0.05% | Add +0.1% | 1,176 | $199K |
| EPG Wealth Management LLC | 0.05% | Reduce -27.6% | 1,159 | $196K |
| Laurel Wealth Advisors LLC | 0.03% | Add +9.5% | 1,156 | $196K |
| PSI Advisors, LLC | 0.06% | Add +48.9% | 1,145 | $194K |
| Westside Investment Management, Inc. | 0.04% | Add +10.4% | 1,122 | $190K |
| Headlands Technologies LLC | 0.02% | Reduce -30.0% | 1,107 | $187K |
| Financial Freedom, LLC | 0.10% | Reduce -16.6% | 1,097 | $186K |
| Brooklyn Investment Group | 0.06% | New | 1,090 | $184K |
| Hara Capital LLC | 0.11% | Add +38.1% | 1,065 | $180K |
| Coston, McIsaac & Partners | 0.05% | Add +0.3% | 1,063 | $180K |
| Arlington Trust Co LLC | 0.04% | No change | 1,050 | $178K |
| Stonebridge Financial Group, LLC | 0.02% | — | 1,043 | $177K |
| Elevation Wealth Partners, LLC | 0.07% | No change | 1,040 | $176K |
| Biltmore Family Office, LLC | 0.03% | No change | 1,040 | $176K |
| Fairway Wealth LLC | 0.08% | New | 1,029 | $174K |
| Promus Capital, LLC | 0.13% | — | 1,014 | $172K |
| Northwest Bank & Trust Co | 0.13% | No change | 939 | $171K |
| BankPlus Trust Department | 0.06% | — | 1,008 | $171K |
| Ballast Advisors LLC | 0.05% | No change | 991 | $168K |
| Powell Investment Advisors, LLC | 0.08% | No change | 973 | $165K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -0.2% | 969 | $164K |
| Crewe Advisors LLC | 0.02% | No change | 960 | $163K |
| Morling Financial Advisors, LLC | 0.06% | Add +95000.0% | 951 | $161K |
| HM Payson & Co. | 0.00% | Add +0.2% | 938 | $159K |
| Bfsg, LLC | 0.02% | Reduce -0.5% | 930 | $157K |
| MeadowBrook Investment Advisors LLC | 0.14% | Add +5.7% | 921 | $156K |
| Marshall & Sterling Wealth Advisors Inc. | 0.11% | — | 921 | $156K |
| Winnacle Wealth LLC | 0.15% | — | 898 | $152K |
| FLP Wealth Management, LLC | 0.39% | — | 895 | $151K |
| Tucker Asset Management LLC | 0.03% | Reduce -6.6% | 864 | $146K |
| Perritt Capital Management Inc | 0.08% | Add +0.6% | 858 | $145K |
| City Holding Co. | 0.02% | Reduce -3.9% | 832 | $141K |
| Noble Wealth Management PBC | 0.10% | — | 825 | $140K |
| AlphaMark Advisors, LLC | 0.06% | Add +38.3% | 812 | $137K |
| Greenline Partners, LLC | 0.02% | New | 809 | $137K |
| Community Bank, N.A. | 0.02% | New | 800 | $135K |
| Valued Wealth Advisors LLC | 0.08% | Add +3700.0% | 798 | $135K |
| Lowe Wealth Advisors, LLC | 0.06% | Add +91.5% | 789 | $134K |
| Koesten, Hirschmann & Crabtree, INC. | 0.08% | Add +0.9% | 785 | $133K |
| Financial Network Wealth Advisors LLC | 0.25% | No change | 782 | $132K |
| Morris Financial Concepts, Inc. | 0.05% | Reduce -0.1% | 721 | $122K |
| Sherman Asset Management, Inc. | 0.11% | — | 705 | $119K |
| Aberdeen Wealth Management LLC | 0.08% | No change | 700 | $119K |
| PFG Private Wealth Management, LLC | 0.07% | No change | 675 | $114K |
| Mark Sheptoff Financial Planning, LLC | 0.06% | No change | 656 | $111K |
| Hantz Financial Services, Inc. | 0.00% | New | 653 | $111K |
| Atlantic Edge Private Wealth Management, LLC | 0.03% | No change | 653 | $111K |
| Centricity Wealth Management, LLC | 0.10% | — | 650 | $110K |
| Bernard Wealth Management Corp. | 0.05% | — | 642 | $109K |
| Kimelman & Baird, LLC | 0.01% | No change | 641 | $109K |
| Provident Wealth Management, LLC | 0.04% | Reduce -0.9% | 639 | $108K |
| Ulland Investment Advisors, LLC | 0.07% | New | 635 | $108K |
| Adirondack Trust Co. | 0.04% | Reduce -1.1% | 635 | $107K |
| Cape Investment Advisory, Inc. | 0.04% | Add +384.0% | 634 | $107K |
| Security National Bank | 0.02% | Add +80.0% | 630 | $107K |
| LGT Financial Advisors LLC | 0.24% | Add +20.8% | 628 | $106K |
| Sachetta, LLC | 0.04% | Reduce -0.2% | 623 | $105K |
| Kings Path Partners LLC | 0.04% | No change | 615 | $104K |
| Evensky & Katz LLC | 0.01% | Reduce -25.7% | 605 | $102K |
| Lee Danner & Bass Inc. | 0.01% | New | 599 | $101K |
| Wolff Wiese Magana LLC | 0.07% | Add +2.4% | 592 | $100K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | New | 592 | $100K |
| Millstone Evans Group, LLC | 0.07% | — | 580 | $98K |
| Clean Yield Group | 0.03% | No change | 575 | $97K |
| Resources Management Corp. /CT/ | 0.01% | No change | 566 | $96K |
| Signature Resources Capital Management, LLC | 0.08% | Add +33.6% | 557 | $94K |
| Thompson Investment Management, Inc. | 0.01% | Add +7757.1% | 550 | $93K |
| Marquette Asset Management, LLC | 0.02% | Reduce -23.1% | 545 | $92K |
| Northwest Capital Management Inc | 0.04% | No change | 526 | $89K |
| Redwood Park Advisors LLC | 0.08% | — | 525 | $89K |
| Paladin Advisory Group, LLC | 0.07% | No change | 523 | $89K |
| Integrity Financial Corp | 0.05% | Reduce -49.0% | 522 | $88K |
| Canton Hathaway, LLC | 0.02% | No change | 515 | $87K |
| Financial Life Planners | 0.07% | — | 513 | $87K |
| Country Trust Bank | 0.00% | No change | 506 | $86K |
| Hoey Investments, Inc. | 0.01% | Reduce -83.8% | 500 | $85K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | No change | 498 | $84K |
| Guardian Wealth Management, Inc. | 0.06% | Add +1002.2% | 496 | $84K |
| Future Financial Wealth Managment LLC | 0.06% | No change | 494 | $84K |
| Crowley Wealth Management, Inc. | 0.07% | — | 457 | $77K |
| Addison Advisors LLC | 0.02% | No change | 451 | $76K |
| Motco | 0.01% | No change | 450 | $76K |
| Intelligent Financial Strategies | 0.04% | No change | 445 | $75K |
| Clearstead Trust, LLC | 0.02% | No change | 444 | $75K |
| Pin Oak Investment Advisors Inc. | 0.07% | Add +1.9% | 423 | $74K |
| Grand Wealth Management, LLC | 0.04% | Reduce -18.6% | 434 | $73K |
| Van Hulzen Asset Management, LLC | 0.01% | Reduce -81.8% | 434 | $73K |
| Richards, Merrill & Peterson, Inc. | 0.04% | — | 433 | $73K |
| Hoese & Co LLP | 0.06% | New | 428 | $72K |
| Vermillion & White Wealth Management Group, LLC | 0.05% | Reduce -18.3% | 424 | $72K |
| Atlantic Private Wealth, LLC | 0.05% | No change | 422 | $71K |
| Barclays PLC | 0.00% | No change | 412 | $70K |
| Mainstream Capital Management LLC | 0.05% | New | 395 | $67K |
| Pacific Capital Wealth Advisors, Inc. | 0.01% | No change | 390 | $66K |
| Wintrust Investments LLC | 0.06% | Add +35.8% | 391 | $66K |
| Avion Wealth | 0.02% | Add +0.3% | 378 | $63K |
| Sittner & Nelson, LLC | 0.03% | No change | 363 | $61K |
| Cordgrass Capital Advisors, LLC | 0.02% | No change | 362 | $61K |
| Y.D. More Investments Ltd | 0.01% | No change | 359 | $61K |
| Park Place Capital Corp | 0.02% | Add +0.6% | 357 | $60K |
| Burkett Financial Services, LLC | 0.02% | Add +2.9% | 351 | $60K |
| Decker Retirement Planning Inc. | 0.03% | — | 350 | $59K |
| Pacific Center for Financial Services | 0.01% | No change | 343 | $58K |
| Wagner Wealth Management, LLC | 0.01% | New | 340 | $58K |
| Concord Wealth Partners | 0.01% | Add +0.6% | 333 | $56K |
| Optimum Investment Advisors | 0.02% | No change | 325 | $55K |
| Ruedi Wealth Management, Inc. | 0.02% | No change | 320 | $54K |
| Chilton Capital Management LLC | 0.00% | New | 316 | $53K |
| Riggs Asset Managment Co. Inc. | 0.01% | New | 315 | $53K |
| Arcadia Investment Advisors LLC | 0.03% | No change | 309 | $52K |
| Founders Capital Management | 0.03% | No change | 300 | $51K |
| Castleview Partners, LLC | 0.03% | Add +0.7% | 297 | $50K |
| Elevate Wealth Advisory, Inc. | 0.04% | Reduce -31.1% | 294 | $50K |
| True Wealth Design, LLC | 0.02% | Reduce -24.3% | 290 | $49K |
| Belvedere Trading LLC | 0.00% | New | 290 | $49K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 284 | $48K |
| CarsonAllaria Wealth Management, Ltd. | 0.03% | No change | 276 | $47K |
| Centennial Bank | 0.02% | Reduce -8.9% | 275 | $47K |
| WealthCollab, LLC | 0.03% | No change | 273 | $46K |
| Kozak & Associates, Inc. | 0.01% | Add +0.4% | 269 | $46K |
| Tidemark, LLC | 0.02% | Reduce -34.8% | 268 | $45K |
| Morton Brown Family Wealth, LLC | 0.02% | No change | 265 | $45K |
| Kiely Wealth Advisory Group, Inc. | 0.03% | No change | 253 | $45K |
| Cordant, Inc. | 0.02% | Reduce -24.3% | 262 | $44K |
| Compass Wealth Management LLC | 0.01% | No change | 260 | $44K |
| Comprehensive Financial Planning, Inc. | 0.04% | — | 257 | $44K |
| RE Dickinson Investment Advisors, LLC | 0.04% | No change | 255 | $43K |
| HHM Wealth Advisors, LLC | 0.01% | Add +2.4% | 254 | $43K |
| Davis Capital Management | 0.03% | Reduce -20.3% | 247 | $42K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 237 | $40K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 232 | $39K |
| Running Point Capital Advisors, LLC | 0.01% | Reduce -14.2% | 230 | $39K |
| Missouri Trust & Investment Co | 0.01% | No change | 225 | $38K |
| Mitchell Sinkler & Starr | 0.01% | No change | 223 | $38K |
| Bellevue Asset Management, LLC | 0.02% | Add +0.9% | 222 | $38K |
| Transcendent Capital Group LLC | 0.02% | No change | 219 | $37K |
| Riverview Trust Co | 0.03% | Reduce -64.5% | 210 | $36K |
| Capital A Wealth Management, LLC | 0.06% | — | 208 | $35K |
| Aspect Partners, LLC | 0.02% | No change | 207 | $35K |
| Sawyer & Company, Inc | 0.01% | No change | 204 | $35K |
| Rice Partnership, LLC | 0.01% | No change | 206 | $35K |
| MPWM Advisory Solutions, LLC | 0.03% | — | 205 | $35K |
| Cardinal Strategic Wealth Guidance | 0.01% | New | 203 | $34K |
| New Republic Capital, LLC | 0.02% | No change | 202 | $34K |
| Rakuten Securities, Inc. | 0.01% | Add +65.6% | 202 | $34K |
| EMC Capital Management | 0.02% | Reduce -96.7% | 200 | $34K |
| Briaud Financial Planning Inc | 0.01% | No change | 202 | $34K |
| Kieckhefer Group LLC | 0.02% | — | 190 | $32K |
| Spectrum Wealth Counsel, LLC | 0.00% | Reduce -9.1% | 190 | $32K |
| Citizens National Bank Trust Department | 0.01% | No change | 187 | $32K |
| Synergy Asset Management, LLC | 0.00% | New | 180 | $31K |
| Legend Financial Advisors, Inc. | 0.02% | Add +5.1% | 184 | $31K |
| Chesapeake Asset Management LLC | 0.03% | Add +28.6% | 180 | $30K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 175 | $30K |
| Byrne Asset Management LLC | 0.02% | No change | 175 | $30K |
| Viewpoint Capital Management LLC | 0.01% | Reduce -57.9% | 166 | $28K |
| Towne Trust Company, N.A | 0.01% | New | 161 | $27K |
| SYM FINANCIAL Corp | 0.00% | Add +140.3% | 161 | $27K |
| Piscataqua Savings Bank | 0.02% | No change | 160 | $27K |
| Your Advocates Ltd., LLP | 0.01% | No change | 155 | $26K |
| Legacy Investment Solutions, LLC | 0.02% | Reduce -41.5% | 148 | $26K |
| Legacy Wealth Managment, LLC | 0.02% | Reduce -41.5% | 148 | $26K |
| Hollencrest Capital Management | 0.00% | Add +0.7% | 151 | $26K |
| AllSquare Wealth Management LLC | 0.01% | No change | 151 | $26K |
| Roble, Belko & Company, Inc | 0.00% | New | 150 | $25K |
| Christopher J. Hasenberg, Inc | 0.01% | No change | 147 | $25K |
| Pflug Koory, LLC | 0.00% | Add +0.7% | 141 | $24K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 140 | $24K |
| Arvest Investments, Inc. | 0.00% | No change | 135 | $23K |
| Albion Financial Group | 0.00% | Reduce -54.4% | 115 | $19K |
| Pittenger & Anderson Inc. | 0.00% | Add +56.9% | 113 | $19K |
| Bellwether Advisors, LLC | 0.00% | New | 112 | $19K |
| Tompkins Financial Corp. | 0.00% | Add +56.3% | 111 | $19K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 108 | $18K |
| Aventura Private Wealth, LLC | 0.01% | — | 105 | $18K |
| Capital & Planning, LLC | 0.01% | — | 102 | $17K |
| Centerpoint Advisors, LLC | 0.01% | No change | 100 | $17K |
| Broadwater Capital Management LLC | 0.01% | No change | 100 | $17K |
| Field & Main Bank | 0.01% | No change | 98 | $17K |
| Eukles Asset Management | 0.01% | No change | 96 | $16K |
| Tower View Wealth Management LLC | 0.01% | Reduce -22.6% | 89 | $15K |
| Mendota Financial Group, LLC | 0.01% | New | 88 | $15K |
| Eagle Bay Advisors LLC | 0.01% | Reduce -63.2% | 88 | $15K |
| Quent Capital, LLC | 0.00% | Add +1.2% | 85 | $14K |
| Evelyn Partners Investment Management Services Ltd | 0.00% | — | 83 | $14K |
| ROSS\JOHNSON & Associates LLC | 0.32% | — | 81 | $14K |
| Dunhill Financial, LLC | 0.01% | Reduce -7.0% | 80 | $14K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 80 | $14K |
| Element Wealth, LLC | 0.01% | No change | 72 | $12K |
| Pathway Financial Advisers, LLC | 0.00% | New | 72 | $12K |
| Vision Financial Markets LLC | 0.01% | — | 64 | $11K |
| Mb, Levis & Associates, LLC | 0.01% | No change | 60 | $10K |
| Clarkston Capital Partners, LLC | 0.00% | New | 60 | $10K |
| PFS Partners, LLC | 0.01% | No change | 59 | $10K |
| High Note Wealth, LLC | 0.00% | New | 57 | $10K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -100.0% | 54 | $9K |
| Van Den Berg Management I, Inc. | 0.00% | No change | 54 | $9K |
| Aviso Financial Inc. | 0.00% | New | 52 | $9K |
| Accredited Wealth Management, LLC | 0.01% | — | 50 | $8K |
| Navigoe, LLC | 0.01% | — | 45 | $7K |
| Wood Tarver Financial Group, LLC | 0.00% | — | 45 | $7K |
| Central Pacific Bank - Trust Division | 0.00% | Add +90.0% | 38 | $6K |
| First Financial Corp. | 0.00% | No change | 36 | $6K |
| DecisionPoint Financial, LLC | 0.00% | No change | 36 | $6K |
| Main Management LLC | 0.00% | No change | 38 | $6K |
| Anfield Capital Management, LLC | 0.00% | No change | 30 | $5K |
| Frazier Financial Advisors, LLC | 0.00% | New | 29 | $5K |
| Modus Advisors, LLC | 0.00% | New | 28 | $5K |
| Fortis Group Advisors, LLC | 0.00% | No change | 22 | $4K |
| New Millennium Group LLC | 0.00% | New | 21 | $4K |
| Pineridge Advisors LLC | 0.00% | No change | 20 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.9% | 20 | $3K |
| Spurstone Advisory Services, LLC | 0.06% | — | 19 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -73.4% | 17 | $3K |
| Clarity Asset Management, Inc. | 0.00% | No change | 14 | $2K |
| Mountain Hill Investment Partners Corp. | 0.00% | — | 11 | $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 |
| Clark Wealth Partners | 0.00% | — | 9 | $2K |
| Fortitude Family Office, LLC | 0.00% | Reduce -77.1% | 8 | $1K |
| Lanark Financial, Inc. | 0.09% | — | 5 | $987 |
| Activest Wealth Management | 0.00% | No change | 5 | $890 |
| Delos Wealth Advisors, LLC | 0.00% | No change | 5 | $847 |
| Delta Asset Management LLC | 0.00% | No change | 2 | $339 |
"% 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.