Vanguard Mrngstr Val ETF-AuiVTVETF
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 2,371 institutions reported holding Vanguard Mrngstr Val ETF-Aui (VTV) in their 13F filings, up 5 from Q4 2024. 120 opened new positions and 99 sold out. The largest holders were Bank of America Corp. ($21.5B), Jones Financial Companies LLLP ($9.2B) and Morgan Stanley ($5.5B). 7 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Vanguard Mrngstr Val ETF-Aui
- CUSIP
- 922908744
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 120 | $1.2B |
| Exits | 99 | $596.9M |
All 13F filers, Q4 2024 → Q1 2025: 27,044,877 shares bought and 11,614,444 shares sold, net +15,430,433 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,371 holders
| Bank of America Corp. | 1.91% | Add +3.4% | 124,303,042 | $21.5B |
| Jones Financial Companies LLLP | 8.28% | Add +0.4% | 54,080,352 | $9.2B |
| Morgan Stanley | 0.40% | Add +4.0% | 32,115,594 | $5.5B |
| Envestnet Asset Management Inc. | 1.13% | Add +0.5% | 20,213,786 | $3.5B |
| UBS Group AG | 0.51% | Add +1.5% | 13,425,966 | $2.3B |
| Ameriprise Financial Inc. | 0.50% | Add +5.2% | 10,683,062 | $1.8B |
| LPL Financial LLC | 0.67% | Add +4.6% | 9,985,009 | $1.7B |
| Raymond James Financial Inc. | 0.50% | Add +0.9% | 7,683,731 | $1.3B |
| Wells Fargo & Company | 0.30% | Reduce -0.8% | 7,121,200 | $1.2B |
| Tiaa Trust, National Association | 3.50% | Add +4.3% | 6,499,231 | $1.1B |
| Captrust Financial Advisors | 2.45% | Add +2.5% | 5,644,755 | $975.1M |
| Mill Creek Capital Advisors, LLC | 22.50% | Reduce -0.8% | 5,377,475 | $928.9M |
| Royal Bank of Canada | 0.21% | Add +1.2% | 5,316,452 | $918.4M |
| Betterment LLC | 2.14% | Reduce -4.1% | 5,225,476 | $902.6M |
| D.A. Davidson & Co. | 7.20% | Add +1.4% | 5,184,807 | $895.6M |
| Caisse de depot et placement du Quebec | 1.76% | New | 4,853,562 | $838.4M |
| FMR LLC | 0.05% | Reduce -1.1% | 4,650,454 | $803.3M |
| Mariner, LLC | 1.29% | Add +10.4% | 4,482,765 | $774.2M |
| Rwa Wealth Partners, LLC | 9.54% | Reduce -10.8% | 4,379,717 | $756.6M |
| PNC Financial Services Group, Inc. | 0.38% | Add +1.7% | 4,226,122 | $730.0M |
| JPMorgan Chase & Co. | 0.05% | Add +2.7% | 3,564,748 | $615.8M |
| Bank of New York Mellon Corp | 0.12% | Reduce -17.3% | 3,541,218 | $611.7M |
| Sei Investments Co. | 0.77% | Add +3.1% | 3,483,196 | $601.7M |
| Commonwealth Equity Services, LLC | 0.84% | Reduce -2.2% | 3,434,961 | $593.4M |
| Northwestern Mutual Wealth Management Co. | 0.47% | Add +2.9% | 3,358,772 | $580.2M |
| Goldman Sachs Group Inc. | 0.11% | Reduce -2.4% | 3,319,037 | $573.3M |
| Avantax Advisory Services, Inc. | 3.46% | Add +4.9% | 3,302,372 | $570.5M |
| Truist Financial Corp. | 0.85% | Add +1.7% | 3,050,713 | $527.0M |
| HighTower Advisors, LLC | 0.69% | Add +19.2% | 2,924,994 | $505.3M |
| Provida Pension Fund Administrator | 9.73% | Add +15.0% | 2,794,733 | $482.7M |
| CHURCHILL MANAGEMENT Corp | 5.60% | Reduce -0.2% | 2,557,100 | $441.7M |
| Cetera Investment Advisers | 0.82% | Add +5.0% | 2,452,043 | $423.6M |
| EP Wealth Advisors, LLC | 3.29% | Reduce -3.9% | 2,383,097 | $411.7M |
| Mission Wealth Management, LP | 9.82% | Add +1.7% | 2,264,782 | $391.2M |
| Choreo, LLC | 5.75% | Reduce -0.9% | 2,143,783 | $370.3M |
| CBIZ Investment Advisory Services, LLC | 16.94% | Add +1.7% | 2,002,853 | $346.0M |
| Osaic Holdings, Inc. | 0.71% | Reduce -9.3% | 1,832,006 | $316.6M |
| Richard Bernstein Advisors LLC | 7.61% | Reduce -3.4% | 1,821,656 | $314.7M |
| Moneta Group Investment Advisors LLC | 4.25% | Add +4.1% | 1,786,452 | $308.6M |
| Partners Capital Investment Group, LLP | 4.86% | Add +106.3% | 1,663,047 | $287.3M |
| Modera Wealth Management, LLC | 3.89% | Add +1.9% | 1,662,744 | $287.2M |
| Members Trust Co | 9.79% | Reduce -19.5% | 1,626,988 | $281.0M |
| Facet Wealth, Inc. | 7.14% | Reduce -2.7% | 1,644,766 | $275.8M |
| Assetmark, Inc. | 0.75% | Reduce -4.2% | 1,586,290 | $274.0M |
| Charles Schwab Investment Management Inc. | 0.05% | Reduce -4.1% | 1,576,570 | $272.3M |
| Citigroup Inc. | 0.20% | Add +40.0% | 1,509,889 | $260.8M |
| Stifel Financial Corp. | 0.27% | Add +3.8% | 1,493,484 | $258.0M |
| Waldron Private Wealth LLC | 11.78% | Add +9.7% | 1,443,881 | $249.4M |
| Lincoln National Corp. | 7.94% | Add +1.0% | 1,426,477 | $246.4M |
| Baird Financial Group, Inc. | 0.47% | Add +1.7% | 1,414,704 | $244.4M |
| United Capital Financial Advisors, LLC | 2.06% | Add +2.5% | 1,393,568 | $240.7M |
| MML Investors Services, LLC | 0.77% | Reduce -7.4% | 1,341,254 | $231.7M |
| Money Design Co.,Ltd. | 11.36% | Reduce -2.6% | 1,319,208 | $227.9M |
| Retirement Investment Advisors, Inc. | 21.81% | Add +4.6% | 1,246,964 | $215.4M |
| Equitable Holdings, Inc. | 2.03% | Add +21.9% | 1,235,158 | $213.4M |
| Bell Bank | 11.50% | New | 1,233,208 | $213.0M |
| Mather Group, Llc. | 2.42% | Add +7.0% | 1,213,920 | $209.7M |
| Sanctuary Advisors, LLC | 1.46% | Add +3.8% | 1,200,532 | $207.4M |
| Foster Group, Inc. | 7.63% | Reduce -1.5% | 1,179,490 | $203.7M |
| Wealth Enhancement Advisory Services, LLC | 0.38% | Add +9.8% | 1,161,108 | $200.6M |
| SCS Capital Management LLC | 2.43% | Reduce -22.1% | 1,104,007 | $190.7M |
| Garde Capital, Inc. | 10.86% | Add +2.1% | 1,098,310 | $189.7M |
| NorthCoast Asset Management LLC | 0.94% | Reduce -6.7% | 1,080,313 | $186.6M |
| Private Advisor Group, LLC | 1.07% | Add +1.1% | 1,025,271 | $177.1M |
| Prime Capital Investment Advisors, LLC | 1.98% | Add +35.5% | 982,415 | $169.7M |
| Cambridge Investment Research Advisors, Inc. | 0.56% | Reduce -7.7% | 954,384 | $164.9M |
| Envestnet Portfolio Solutions, Inc. | 0.62% | Reduce -16.9% | 933,568 | $161.3M |
| Systematic Alpha Investments, LLC | 5.91% | No change | 894,868 | $154.6M |
| US Bancorp \de | 0.21% | Reduce -2.5% | 892,175 | $154.1M |
| Brookstone Capital Management | 2.21% | Add +1.5% | 891,119 | $153.9M |
| CIBC Private Wealth Group LLC | 0.32% | Reduce -1.9% | 1,000,306 | $153.7M |
| NewEdge Advisors, LLC | 0.90% | Add +0.5% | 872,785 | $150.8M |
| Beacon Pointe Advisors, LLC | 1.68% | Reduce -0.3% | 865,127 | $149.4M |
| Stephens Group Asset Management, LLC | 11.82% | Add +14.3% | 848,185 | $146.5M |
| Kestra Advisory Services, LLC | 0.70% | Reduce -13.3% | 842,445 | $145.5M |
| Vista Capital Partners, Inc. | 16.70% | Reduce -0.5% | 796,525 | $137.6M |
| Permanens Capital L.P. | 24.71% | Add +11.5% | 787,828 | $136.1M |
| Blair William & Co. | 0.40% | Add +8.0% | 765,752 | $132.3M |
| Nepc LLC | 3.64% | No change | 761,166 | $131.5M |
| Cerity Partners LLC | 0.27% | Add +21.3% | 753,029 | $130.1M |
| Thrive Wealth Management, LLC | 24.79% | Reduce -2.1% | 751,089 | $129.7M |
| Sequoia Financial Advisors, LLC | 0.97% | Reduce -5.0% | 730,590 | $126.2M |
| Woodmont Investment Counsel LLC | 9.10% | Add +5.8% | 729,443 | $126.0M |
| CSM Advisors, LLC | 6.83% | Reduce -0.3% | 724,081 | $125.1M |
| Mountain Capital Investment Advisors Inc. | 25.80% | Add +17.3% | 728,692 | $120.3M |
| Strategies Wealth Advisors, LLC | 14.54% | Add +4.1% | 689,117 | $119.0M |
| Creative Planning | 0.11% | Add +3.4% | 688,663 | $119.0M |
| Citizens Financial Group Inc. | 2.30% | Add +2.0% | 674,093 | $116.4M |
| Safeguard Financial, LLC | 25.30% | Add +2.4% | 668,612 | $115.5M |
| Focus Partners Wealth | 0.29% | Add +1.2% | 663,728 | $114.7M |
| Balentine LLC | 4.79% | Add +3989.8% | 662,597 | $114.5M |
| Mercer Global Advisors Inc. | 0.26% | Add +31.7% | 659,649 | $113.9M |
| Clearstead Advisors, LLC | 1.77% | Add +0.8% | 657,909 | $113.6M |
| Brandywine Oak Private Wealth LLC | 11.11% | Add +0.9% | 655,541 | $113.2M |
| Wealthspire Advisors, LLC | 0.67% | Add +90.9% | 647,622 | $111.9M |
| Brickley Wealth Management | 22.84% | Reduce -0.0% | 637,582 | $110.1M |
| Cable Hill Partners, LLC | 10.64% | Add +2.4% | 654,529 | $109.0M |
| Focused Wealth Management, Inc | 14.75% | Add +4.0% | 627,807 | $108.4M |
| Everhart Financial Group, Inc. | 14.63% | Add +778.1% | 619,193 | $107.0M |
| National Bank of Canada | 0.12% | Add +21.4% | 610,267 | $105.4M |
| Russell Investments Group, Ltd. | 0.14% | Add +0.2% | 591,368 | $102.2M |
| Rockefeller Capital Management L.P. | 0.25% | Reduce -11.3% | 587,438 | $101.5M |
| Midland Wealth Advisors, LLC | 5.89% | Add +0.0% | 579,272 | $100.1M |
| BOK Financial Private Wealth, Inc. | 7.48% | Add +0.5% | 576,248 | $99.5M |
| Cary Street Partners Financial LLC | 3.13% | Add +10.5% | 574,153 | $99.2M |
| Cwm, LLC | 0.39% | Add +49.2% | 571,897 | $98.8M |
| Simon Quick Advisors, LLC | 5.61% | Add +4.7% | 570,689 | $98.6M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.99% | Reduce -1.4% | 559,949 | $96.7M |
| Corient Private Wealth LP | 0.16% | Add +40.7% | 550,527 | $95.1M |
| Efficient Advisors, LLC | 6.09% | Add +0.1% | 541,239 | $93.5M |
| Cornerstone Management, Inc. | 17.47% | Add +0.9% | 540,042 | $93.3M |
| Bleakley Financial Group, LLC | 2.92% | Reduce -0.2% | 526,491 | $90.9M |
| Manufacturers Life Insurance Company, The | 0.09% | Reduce -3.3% | 524,756 | $90.6M |
| Bank of Hawaii | 5.18% | Reduce -4.1% | 521,650 | $90.1M |
| Invictus Private Wealth, LLC | 7.05% | Add +2.4% | 515,114 | $89.0M |
| Financial Synergies Wealth Advisors, Inc. | 10.64% | Add +3.1% | 506,072 | $87.4M |
| Orion Porfolio Solutions, LLC | 0.85% | Add +9.0% | 502,843 | $86.9M |
| Orion Portfolio Solutions, LLC | 0.85% | Add +9.0% | 502,843 | $86.9M |
| BlackRock, Inc. | 0.00% | Reduce -71.6% | 494,203 | $85.4M |
| Trust Co of Tennessee | 20.70% | Add +1.6% | 478,132 | $82.6M |
| RMR Wealth Builders | 8.65% | Add +2.6% | 475,614 | $82.2M |
| Atria Wealth Solutions, Inc. | 0.98% | Reduce -16.2% | 472,675 | $81.6M |
| CreativeOne Wealth, LLC | 2.39% | Add +3.1% | 461,845 | $79.8M |
| Nadler Financial Group, Inc. | 8.76% | Add +2.0% | 458,052 | $79.1M |
| Relyea Zuckerberg Hanson LLC | 10.64% | Reduce -0.4% | 457,300 | $79.0M |
| Accredited Investors Inc. | 4.78% | Add +4.1% | 445,690 | $77.0M |
| Summit Financial, LLC | 2.12% | Add +4.3% | 437,227 | $75.5M |
| Natixis Advisors, LLC | 0.14% | Add +2.1% | 432,228 | $74.7M |
| Atria Investments, Inc | 0.93% | Add +1.0% | 418,478 | $72.3M |
| Chan Zuckerberg Initiative, LLC | 60.58% | No change | 415,237 | $71.7M |
| Rodgers & Associates, LTD | 8.39% | Reduce -0.2% | 398,514 | $68.8M |
| Strategic Blueprint, LLC | 3.75% | Add +8.7% | 397,743 | $68.7M |
| Pasadena Private Wealth, LLC | 13.02% | Add +3.1% | 390,521 | $67.5M |
| Equitable Trust Co. | 3.67% | Reduce -1.6% | 383,166 | $66.2M |
| Unison Advisors LLC | 8.38% | Add +3.3% | 381,402 | $65.9M |
| Vanguard Group Inc. | 0.00% | Add +6.9% | 380,124 | $65.7M |
| Evoke Wealth, LLC | 1.71% | Reduce -4.0% | 379,916 | $65.6M |
| Steward Partners Investment Advisory, LLC | 0.58% | Add +2.4% | 379,269 | $65.5M |
| Kestra Private Wealth Services, LLC | 1.09% | Add +5.8% | 377,996 | $65.3M |
| Stephens Inc. | 0.95% | Reduce -0.1% | 376,409 | $65.0M |
| Exencial Wealth Advisors, LLC | 2.30% | Add +0.6% | 358,373 | $61.9M |
| Japan Science & Technology Agency | 0.95% | No change | 357,328 | $61.7M |
| Sage Financial Group Inc. | 4.95% | Add +3.4% | 354,706 | $61.3M |
| Clark Asset Management, LLC | 10.23% | Add +8.7% | 353,054 | $61.0M |
| &partners | 0.64% | Add +23.9% | 351,891 | $60.2M |
| Condor Capital Management | 5.58% | Add +0.5% | 346,608 | $59.9M |
| Trust Co | 7.07% | Reduce -10.2% | 344,709 | $59.5M |
| BIP Wealth, LLC | 3.82% | Reduce -2.4% | 339,109 | $58.6M |
| Integrity Alliance, Llc. | 2.30% | Add +57.2% | 336,311 | $58.1M |
| Pathway Financial Advisors LLC | 10.45% | Add +14.9% | 335,837 | $58.0M |
| Signaturefd, LLC | 1.10% | Reduce -0.6% | 335,716 | $58.0M |
| Presilium Private Wealth, LLC | 12.96% | Add +11.0% | 334,975 | $57.9M |
| Thrivent Financial for Lutherans | 0.13% | Reduce -42.5% | 325,024 | $56.4M |
| Koshinski Asset Management, Inc. | 4.66% | Add +10.8% | 317,451 | $54.8M |
| Hirtle & Co., LLC | 2.47% | Add +34.9% | 315,471 | $54.5M |
| EverSource Wealth Advisors, LLC | 2.96% | Reduce -2.5% | 311,989 | $53.9M |
| Ellevest, Inc. | 3.58% | Reduce -13.4% | 310,932 | $53.7M |
| Blue Edge Capital, LLC | 8.59% | Add +1.0% | 309,714 | $53.5M |
| Total Wealth Planning, LLC | 8.05% | Add +2.0% | 304,494 | $52.6M |
| Partners in Financial Planning | 10.56% | Add +3.3% | 304,252 | $52.6M |
| VestGen Advisors, LLC | 2.39% | — | 304,120 | $52.5M |
| Signature Estate & Investment Advisors LLC | 1.38% | Reduce -20.5% | 303,248 | $52.4M |
| Bessemer Group Inc. | 0.09% | Add +7.5% | 301,648 | $52.1M |
| Janney Montgomery Scott LLC | 0.15% | Reduce -0.6% | 300,132 | $51.8M |
| Hennion & Walsh Asset Management, Inc. | 2.30% | Add +152.8% | 299,838 | $51.8M |
| Fifth Third Bancorp | 0.20% | Reduce -4.0% | 297,492 | $51.4M |
| M&T Bank Corp | 0.19% | Add +7.7% | 297,069 | $51.3M |
| Grey Fox Wealth Advisors, LLC | 13.64% | Add +2.9% | 295,989 | $51.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.30% | Add +2.9% | 292,724 | $50.6M |
| Trustmark Bank Trust Department | 3.72% | Add +7.7% | 290,853 | $50.2M |
| OLIO Financial Planning | 17.36% | Add +3.1% | 290,708 | $50.2M |
| Allworth Financial LP | 0.28% | Reduce -7.4% | 301,859 | $49.8M |
| MAI Capital Management | 0.38% | Add +9.5% | 287,031 | $49.6M |
| Cresset Asset Management, LLC | 0.25% | Add +7.8% | 285,322 | $49.3M |
| Bishop & Co Investment Management, LLC | 18.55% | Add +3.2% | 277,579 | $47.9M |
| Foster Victor Wealth Advisors, LLC | 3.84% | Reduce -1.8% | 295,108 | $47.8M |
| NewEdge Wealth, LLC | 0.86% | Reduce -2.7% | 275,306 | $47.6M |
| Arax Advisory Partners | 3.03% | Reduce -1.0% | 273,753 | $47.3M |
| Alliancebernstein L.P. | 0.02% | Add +6.7% | 273,213 | $47.2M |
| Townsquare Capital LLC | 0.50% | Add +2.5% | 272,559 | $47.1M |
| Oxford Financial Group, LTD. LLC | 3.28% | Reduce -2.9% | 270,947 | $46.8M |
| Baron Silver Stevens Financial Advisors, LLC | 8.14% | Add +0.1% | 269,431 | $46.5M |
| Coldstream Capital Management Inc. | 0.99% | Reduce -6.1% | 267,984 | $46.3M |
| Advisors Capital Management, LLC | 0.72% | Add +9.7% | 266,943 | $46.1M |
| Baltimore-Washington Financial Advisors, Inc. | 2.39% | Add +1.8% | 257,559 | $44.5M |
| Waverly Advisors, LLC | 0.54% | Reduce -2.0% | 254,543 | $44.0M |
| DAVENPORT & Co LLC | 0.26% | Add +3.7% | 250,596 | $43.3M |
| Warwick Investment Management, Inc. | 8.98% | Add +9.3% | 250,325 | $43.2M |
| Chaney Capital Management, Inc. | 19.24% | Add +0.9% | 249,961 | $43.2M |
| Concurrent Investment Advisors, LLC | 1.05% | Add +5.7% | 248,959 | $43.0M |
| Franklin Resources Inc. | 0.01% | Add +0.8% | 245,837 | $42.5M |
| Trustees of Dartmouth College | 11.88% | No change | 242,850 | $41.9M |
| Affinity Capital Advisors, LLC | 8.29% | Add +23.4% | 258,557 | $41.8M |
| Crane Advisory, LLC | 7.54% | Add +2.0% | 257,809 | $41.7M |
| 49 Wealth Management, LLC | 4.98% | Add +112.3% | 239,396 | $41.4M |
| Gleason Group, Inc. | 7.45% | Reduce -6.4% | 238,589 | $41.2M |
| Oarsman Capital, Inc. | 7.38% | Add +16.3% | 237,844 | $41.1M |
| McIlrath & Eck, LLC | 5.02% | Add +5.7% | 236,503 | $40.9M |
| Strategic Investment Advisors / MI | 4.32% | Reduce -3.3% | 236,274 | $40.8M |
| Freedom Investment Management, Inc. | 3.40% | Add +0.9% | 234,609 | $40.5M |
| Old Mission Investment Co LLC | 12.21% | Add +3.0% | 234,583 | $40.5M |
| Truefg, LLC | 13.11% | Reduce -0.8% | 230,670 | $39.8M |
| Mgo One Seven LLC | 1.54% | Reduce -0.3% | 229,068 | $39.6M |
| Lake Street Private Wealth, LLC | 6.40% | Add +4.0% | 226,168 | $39.1M |
| Cahill Financial Advisors Inc. | 5.17% | Add +70.3% | 220,311 | $38.1M |
| Comerica Bank | 0.16% | Reduce -13.5% | 219,784 | $38.0M |
| Penserra Capital Management LLC | 0.67% | Add +26.7% | 218,465 | $37.7M |
| Schechter Investment Advisors, LLC | 3.10% | Reduce -0.5% | 217,179 | $37.5M |
| Financial Advisory Corp | 6.20% | Reduce -0.5% | 216,994 | $37.5M |
| Federation des caisses Desjardins du Quebec | 0.19% | Reduce -0.3% | 216,797 | $37.4M |
| Legacies Wealth LLC | 27.65% | Add +25.8% | 216,532 | $37.4M |
| CW Advisors, LLC | 0.44% | Add +84.3% | 209,929 | $36.4M |
| Lido Advisors, LLC | 0.22% | Add +0.9% | 210,150 | $36.3M |
| PrairieView Partners, LLC | 3.77% | Add +4.3% | 208,903 | $36.1M |
| Glenmede Trust Co. NA | 0.19% | Reduce -0.2% | 207,863 | $35.9M |
| Oak Hill Wealth Advisors, LLC | 8.23% | Add +3.6% | 205,326 | $35.5M |
| B. Riley Wealth Advisors, Inc. | 1.07% | Reduce -7.8% | 204,437 | $35.3M |
| Avior Wealth Management, LLC | 1.34% | Add +0.2% | 204,309 | $35.3M |
| Stephens Consulting, LLC | 8.86% | Add +2.5% | 203,890 | $35.2M |
| Noble Family Wealth, LLC | 9.68% | Add +2.9% | 203,511 | $35.2M |
| TL Private Wealth | 17.30% | Add +2.1% | 227,271 | $34.9M |
| Sepio Capital, LP | 2.72% | Reduce -16.7% | 198,616 | $34.3M |
| Mesirow Financial Investment Management, Inc. | 0.66% | Add +4.7% | 198,609 | $34.3M |
| Rise Advisors, LLC | 15.11% | Add +14.4% | 197,999 | $34.2M |
| Forte Capital LLC | 4.06% | Reduce -0.5% | 197,986 | $34.2M |
| Mainsail Asset Management, LLC | 23.40% | Add +8.9% | 197,905 | $34.2M |
| Golden Road Advisors LLC | 26.24% | Add +2.8% | 194,540 | $33.6M |
| Wealth Alliance Advisory Group, LLC | 6.81% | Add +17.4% | 190,205 | $32.9M |
| Merit Financial Group, LLC | 0.49% | Add +35.4% | 189,826 | $32.8M |
| HUB Investment Partners, LLC | 1.32% | Add +0.8% | 189,256 | $32.7M |
| Cornerstone Wealth Advisors, Inc. | 9.05% | Add +0.6% | 188,797 | $32.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2.57% | Add +1.5% | 189,036 | $32.6M |
| Apella Capital, LLC | 1.10% | Reduce -6.8% | 196,335 | $32.2M |
| Financial Engines Advisors L.L.C. | 0.07% | Reduce -1.2% | 185,220 | $32.0M |
| TD Private Client Wealth LLC | 0.88% | Reduce -0.8% | 184,182 | $31.8M |
| Creative Financial Designs Inc. | 2.53% | Add +8.1% | 183,682 | $31.7M |
| O'Dell Group, LLC | 8.22% | Add +3.2% | 183,603 | $31.7M |
| Angeles Wealth Management, LLC | 2.63% | Reduce -1.2% | 182,904 | $31.6M |
| Jacobsen Capital Management | 13.70% | Add +0.7% | 182,549 | $31.5M |
| First American Trust, FSB | 2.89% | Add +17.4% | 181,899 | $31.4M |
| Nwam LLC | 2.69% | Add +2.7% | 181,064 | $31.3M |
| Brown Wealth Management, LLC | 10.72% | Add +10.2% | 180,525 | $31.2M |
| FLC Capital Advisors | 6.94% | Add +3.9% | 179,019 | $30.9M |
| Segall Bryant & Hamill, LLC | 0.47% | Reduce -11.5% | 177,568 | $30.7M |
| Financial Advisors Network, Inc. | 5.06% | Add +2.0% | 176,651 | $30.5M |
| Sigma Investment Counselors Inc. | 1.86% | Add +4.1% | 176,488 | $30.5M |
| Sageworth Trust Co | 1.87% | Reduce -0.8% | 174,357 | $30.1M |
| Kaye Capital Management | 12.18% | Add +2.5% | 172,736 | $29.8M |
| BNP Paribas Financial Markets | 0.02% | Add +18.9% | 172,388 | $29.8M |
| Obsidian Cio, LLC | 4.80% | Add +22.8% | 170,948 | $29.5M |
| Savant Capital, LLC | 0.25% | Reduce -1.8% | 170,287 | $29.4M |
| Brown Advisory Inc. | 0.04% | Reduce -2.1% | 170,178 | $29.4M |
| Fee-Only Financial Planning, L.C. | 20.04% | Reduce -1.7% | 169,985 | $29.4M |
| Hiley Hunt Wealth Management | 15.89% | Add +0.3% | 169,003 | $29.1M |
| FWG Holdings, LLC | 14.20% | Add +18.3% | 173,526 | $28.9M |
| Mosaic Family Wealth Partners, LLC | 4.10% | Add +2.2% | 166,958 | $28.8M |
| Arbor Wealth Advisors LLC | 25.66% | Add +2.3% | 166,578 | $28.8M |
| Marino, Stram & Associates LLC | 6.39% | Add +2.7% | 166,553 | $28.8M |
| Kaydan Wealth Management, Inc. | 9.23% | Add +0.2% | 166,496 | $28.8M |
| Dakota Wealth Management | 0.67% | Reduce -9.1% | 165,761 | $28.6M |
| Regatta Capital Group, LLC | 5.49% | Add +0.1% | 164,185 | $28.4M |
| Cambridge Capital Management, LLC | 17.82% | Add +4.4% | 163,077 | $28.2M |
| Warner Financial, Inc. | 12.37% | Reduce -1.0% | 161,926 | $28.0M |
| Studio Investment Management LLC | 5.78% | Reduce -0.6% | 161,887 | $28.0M |
| Northern Trust Corp. | 0.00% | Reduce -7.3% | 161,188 | $27.8M |
| Clayton Financial Group LLC | 10.17% | Add +7.9% | 160,646 | $27.7M |
| Advisory Services Network, LLC | 0.53% | Add +3.3% | 158,485 | $27.4M |
| Allen Wealth Management, LLC | 18.46% | Add +0.9% | 155,193 | $26.8M |
| Bragg Financial Advisors, Inc | 1.09% | Add +5.5% | 152,974 | $26.4M |
| SouthState Bank Corp | 1.21% | Add +748.2% | 152,893 | $26.4M |
| Integrated Wealth Concepts LLC | 0.31% | Add +1.5% | 151,918 | $26.2M |
| Acorn Creek Capital LLC | 13.08% | Reduce -0.6% | 151,709 | $26.2M |
| Goldstone Financial Group, LLC | 3.95% | Add +35.9% | 151,177 | $26.1M |
| Prospera Financial Services Inc | 0.60% | Add +0.6% | 150,690 | $26.0M |
| Great Valley Advisor Group, Inc. | 0.56% | Add +2.6% | 150,127 | $25.9M |
| Evergreen Capital Management LLC | 0.86% | Add +19.4% | 147,558 | $25.5M |
| Towerpoint Wealth, LLC | 12.60% | Add +3.9% | 147,194 | $25.4M |
| Wealth Architects, LLC | 2.76% | Reduce -4.0% | 144,887 | $25.0M |
| Principal Securities, Inc. | 0.55% | Add +0.8% | 144,176 | $24.4M |
| Waterford Advisors, LLC | 10.11% | Add +4.3% | 141,050 | $24.4M |
| Courier Capital LLC | 1.59% | Reduce -0.8% | 141,009 | $24.4M |
| Bare Financial Services, Inc | 9.30% | Add +5.0% | 140,125 | $24.2M |
| TD Capital Management LLC | 2.43% | Reduce -0.9% | 139,019 | $24.0M |
| Greenup Street Wealth Management LLC | 4.75% | Add +14.1% | 138,844 | $24.0M |
| Market Street Wealth Management Advisors LLC | 4.07% | Add +1.6% | 138,765 | $24.0M |
| Retirement Planning Group, LLC | 1.11% | Add +109.6% | 137,563 | $23.8M |
| Capital Wealth Management, LLC | 9.86% | Add +3.7% | 137,550 | $23.8M |
| Compound Planning, Inc. | 1.08% | Add +140.6% | 136,647 | $23.6M |
| Wealthcare Advisory Partners LLC | 0.63% | Add +1.0% | 136,235 | $23.5M |
| Financial Management Professionals, Inc. | 3.00% | Add +3.8% | 136,161 | $23.5M |
| M Holdings Securities, Inc. | 3.89% | Add +5.1% | 135,400 | $23.4M |
| AAF Wealth Management, LLC | 12.56% | Add +0.2% | 134,672 | $23.3M |
| Parallel Advisors, LLC | 0.52% | Add +0.9% | 134,077 | $23.1M |
| First PREMIER Bank | 5.87% | Add +8.0% | 133,881 | $23.1M |
| Quest Investment Management LLC | 2.86% | Reduce -0.6% | 133,685 | $23.1M |
| Robertson Stephens Wealth Management, LLC | 0.86% | Add +1.6% | 133,006 | $23.0M |
| Compass Planning Associates Inc | 23.22% | Add +5.7% | 132,978 | $23.0M |
| Wealthspan Partners, LLC | 10.60% | Add +1.5% | 132,833 | $22.9M |
| Angeles Investment Advisors, LLC | 1.23% | Reduce -22.9% | 132,005 | $22.8M |
| Bank of Montreal | 0.01% | Add +17.8% | 131,776 | $22.8M |
| Certified Advisory Corp | 2.57% | Add +0.9% | 131,584 | $22.7M |
| Parker Financial LLC | 10.87% | Reduce -2.5% | 130,781 | $22.6M |
| Smith & Howard Wealth Management, LLC | 6.09% | Add +15.7% | 128,934 | $22.3M |
| Copperwynd Financial, LLC | 6.12% | Add +4.8% | 128,450 | $22.2M |
| Evolution Advisers, Inc. | 11.62% | Add +6.0% | 132,524 | $22.1M |
| 25 LLC | 9.09% | Add +4.4% | 127,191 | $22.0M |
| Prism Advisors, Inc. | 6.75% | Add +240.6% | 126,960 | $21.9M |
| Fifth Third Securities, Inc. | 1.85% | Reduce -2.5% | 126,781 | $21.9M |
| Mitchell McLeod Pugh & Williams Inc. | 4.45% | Add +13.9% | 124,465 | $21.5M |
| Lebenthal Global Advisors, LLC | 4.02% | Add +3.0% | 124,296 | $21.5M |
| Rochester Wealth Strategies, LLC | 16.86% | — | 122,900 | $21.2M |
| Droms Strauss Advisors Inc. /Mo/ | 7.22% | Add +0.1% | 121,733 | $21.0M |
| First Horizon Advisors, Inc. | 0.59% | Add +3.0% | 121,582 | $21.0M |
| Veery Capital, LLC | 8.16% | Add +3.7% | 121,480 | $21.0M |
| Bank of Nova Scotia | 0.05% | Reduce -61.1% | 121,400 | $21.0M |
| Spire Wealth Management | 0.67% | Add +1.1% | 121,203 | $20.9M |
| Arcadia Wealth Management, LLC | 10.20% | Reduce -4.2% | 119,583 | $20.7M |
| Park Avenue Securities LLC | 0.25% | Add +19.4% | 119,310 | $20.6M |
| Mutual Advisors, LLC | 0.59% | Add +17.0% | 124,895 | $20.6M |
| Venture Visionary Partners LLC | 0.86% | Reduce -0.8% | 119,105 | $20.6M |
| Valley Wealth Managers, Inc. | 1.56% | Add +4.9% | 118,831 | $20.5M |
| Shore Point Advisors, LLC | 10.86% | Reduce -0.3% | 118,731 | $20.5M |
| Chicago Partners Investment Group LLC | 0.67% | Add +1.7% | 120,964 | $20.3M |
| MTC Wealth Management LLC | 9.95% | Reduce -29.1% | 117,323 | $20.3M |
| Staley Capital Advisers Inc. | 0.92% | Add +0.5% | 117,168 | $20.2M |
| Dynamic Advisor Solutions LLC | 0.67% | New | 117,125 | $20.2M |
| Meridian Wealth Management, LLC | 0.98% | Add +4.0% | 117,064 | $20.2M |
| Members Advisory Group LLC | 8.32% | Reduce -4.5% | 115,194 | $19.9M |
| Forvis Mazars Wealth Advisors, LLC | 0.48% | Reduce -23.5% | 115,196 | $19.9M |
| Frisch Financial Group, Inc. | 5.53% | Add +2.9% | 114,164 | $19.7M |
| Valence8 US LP | 9.22% | Add +17.0% | 113,927 | $19.7M |
| R. W. Roge & Company, Inc. | 10.75% | Add +8.2% | 113,666 | $19.6M |
| Impact Partnership Wealth, LLC | 4.19% | Add +21.3% | 113,511 | $19.6M |
| Heartwood Wealth Advisors LLC | 2.24% | Reduce -3.6% | 113,483 | $19.6M |
| Tenret Co LLC | 11.75% | Add +0.5% | 112,178 | $19.4M |
| Firestone Capital Management | 5.07% | Add +2.7% | 111,915 | $19.3M |
| White Lighthouse Investment Management Inc. | 3.44% | Add +6.7% | 111,471 | $19.3M |
| Nabity-Jensen Investment Management Inc | 15.14% | Reduce -0.2% | 110,276 | $19.0M |
| Stratos Wealth Partners, LTD. | 0.29% | Reduce -0.1% | 109,993 | $19.0M |
| Lokken Investment Group LLC | 7.88% | Add +8.1% | 108,233 | $18.7M |
| Savvy Advisors, Inc. | 1.87% | Add +55.8% | 107,732 | $18.6M |
| Sovereign Financial Group, Inc. | 4.26% | Add +6.4% | 106,988 | $18.5M |
| Compton Wealth Advisory Group, LLC | 5.11% | Add +6.6% | 106,669 | $18.4M |
| Hilltop Partners LLC | 6.20% | Reduce -33.6% | 106,426 | $18.4M |
| Topel & Distasi Wealth Management, LLC | 8.58% | Reduce -2.2% | 106,343 | $18.4M |
| Marshall Financial Group Inc. | 5.77% | Add +0.8% | 106,261 | $18.4M |
| SOL Capital Management CO | 2.02% | Add +12.3% | 106,102 | $18.3M |
| Janus Henderson Group PLC | 0.01% | Reduce -19.0% | 107,146 | $18.3M |
| TBH Global Asset Management, LLC | 3.50% | Add +48.2% | 90,195 | $18.3M |
| Antonelli Financial Advisors, LLC | 14.33% | Add +29.8% | 103,031 | $17.8M |
| Falcon Wealth Planning | 1.98% | Add +10.3% | 103,013 | $17.8M |
| RFG Advisory, LLC | 0.48% | Reduce -1.3% | 102,740 | $17.7M |
| Beacon Financial Strategies CORP | 11.95% | Reduce -0.9% | 102,568 | $17.7M |
| Focus Partners Advisor Solutions, LLC | 0.26% | Add +20.9% | 100,784 | $17.4M |
| Matrix Private Capital Group LLC | 10.37% | Add +2.7% | 100,415 | $17.3M |
| Schwallier Wealth Management LLC | 12.77% | Add +29.4% | 100,140 | $17.3M |
| Aspire Private Capital, LLC | 4.30% | Add +0.3% | 99,993 | $17.3M |
| Elite Financial, Inc. | 9.13% | Reduce -16.2% | 99,985 | $17.3M |
| Capital Investment Advisory Services, LLC | 1.54% | Add +6.8% | 99,503 | $17.2M |
| Aspen Wealth Strategies, LLC | 11.21% | Add +7.4% | 98,993 | $17.1M |
| Cherry Tree Wealth Management, LLC | 4.10% | Add +0.7% | 98,467 | $17.0M |
| Sightline Wealth Advisors, LLC | 8.97% | Add +9.1% | 98,462 | $17.0M |
| Campbell Deegan Wealth Management, LLC | 19.52% | Add +4.7% | 98,220 | $17.0M |
| NBT Bank, N.A. | 1.22% | Add +4.7% | 97,411 | $16.8M |
| Composition Wealth, LLC | 0.34% | Reduce -2.0% | 97,256 | $16.8M |
| Bell Investment Advisors, Inc | 3.09% | Reduce -0.7% | 96,862 | $16.7M |
| Valley National Advisers Inc. | 2.99% | Add +25.9% | 96,034 | $16.6M |
| Hemington Wealth Management | 2.57% | Reduce -5.1% | 96,026 | $16.6M |
| Associated Banc-Corp | 0.50% | Add +1.2% | 95,843 | $16.6M |
| Benchmark Wealth Management, LLC | 7.99% | Reduce -20.1% | 95,630 | $16.5M |
| Bokf, NA | 0.29% | Reduce -8.3% | 95,483 | $16.5M |
| Elm Partners Management LLC | 1.06% | Add +4.7% | 95,435 | $16.5M |
| Legacy Edge Advisors, LLC | 2.57% | Add +0.7% | 95,203 | $16.4M |
| Gotham Asset Management | 0.14% | Add +66.0% | 94,968 | $16.4M |
| J.W. Cole Advisors, Inc. | 0.51% | Reduce -31.4% | 94,496 | $16.3M |
| Cresta Advisors, Ltd. | 8.36% | Add +3.2% | 93,399 | $16.1M |
| Ieq Capital, LLC | 0.13% | Add +124.5% | 93,178 | $16.1M |
| Stone Summit Wealth LLC | 5.39% | Reduce -0.7% | 92,091 | $15.9M |
| Arkadios Wealth Advisors | 0.60% | Add +89.5% | 91,838 | $15.9M |
| Advantage Trust Co | 9.58% | Add +3.7% | 91,511 | $15.8M |
| Global Strategic Investment Solutions, LLC | 1.83% | Add +0.1% | 91,445 | $15.8M |
| CJM Wealth Advisers, Ltd. | 5.56% | Add +0.3% | 91,143 | $15.7M |
| Rinkey Investments | 4.96% | Add +16.0% | 90,546 | $15.6M |
| Pure Financial Advisors, LLC | 0.32% | Reduce -4.0% | 89,887 | $15.5M |
| Robinswood Financial LLC | 5.69% | Reduce -0.0% | 89,123 | $15.4M |
| Ameritas Advisory Services, LLC | 0.62% | Reduce -29.8% | 89,879 | $15.4M |
| Hartmann Taylor Wealth Management, LLC | 13.74% | — | 88,759 | $15.3M |
| PFG Advisors | 0.85% | Add +51.9% | 88,318 | $15.3M |
| Bison Wealth, LLC | 1.42% | Add +20.6% | 88,087 | $15.2M |
| Gemmer Asset Management LLC | 1.52% | Add +1.3% | 87,993 | $15.2M |
| Aspiriant, LLC | 0.53% | Reduce -1.2% | 87,859 | $15.2M |
| Perkins Coie Trust Co | 3.42% | Add +23.1% | 87,197 | $15.1M |
| Oak Root LLC | 2.00% | Add +26.8% | 86,571 | $15.0M |
| Bay Harbor Wealth Management, LLC | 4.66% | Reduce -10.2% | 85,233 | $14.7M |
| One Charles Private Wealth Services, LLC | 4.75% | Add +11.3% | 85,026 | $14.7M |
| Ellis Investment Partners, LLC | 3.03% | Add +3.8% | 84,866 | $14.7M |
| Manchester Capital Management LLC | 1.80% | Add +7.6% | 84,817 | $14.7M |
| Boyd Wealth Management, LLC | 7.30% | Reduce -17.9% | 84,804 | $14.6M |
| CX Institutional | 0.55% | Add +19.1% | 84,382 | $14.6M |
| Wellspring Financial Advisors, LLC | 1.61% | Reduce -2.6% | 917,654 | $14.5M |
| First National Bank of Omaha | 0.99% | Add +0.8% | 83,610 | $14.4M |
| Allianz SE | 0.38% | Add +3429.0% | 82,861 | $14.3M |
| Novem Group | 2.02% | Add +0.4% | 82,858 | $14.3M |
| Prosperitas Financial LLC | 7.39% | Add +257.4% | 82,793 | $14.3M |
| AE Wealth Management LLC | 0.12% | Add +3.8% | 82,079 | $14.2M |
| Breakwater Capital Group | 2.51% | Add +6.3% | 81,677 | $14.1M |
| Essex Financial Services, Inc. | 1.01% | Add +3.4% | 81,222 | $14.0M |
| Cambridge Associates LLC /Ma/ | 0.40% | No change | 81,110 | $14.0M |
| UMB Bank, n.a. | 0.23% | Add +1.5% | 80,880 | $14.0M |
| Ashton Thomas Private Wealth, LLC | 0.53% | Add +7.0% | 80,747 | $13.9M |
| Whitegate Investment Counselors, Inc. | 4.94% | Reduce -5.7% | 80,551 | $13.9M |
| First United Bank & Trust | 5.20% | Add +1.8% | 80,527 | $13.9M |
| Plum Street Advisors, LLC | 6.70% | Add +0.7% | 80,497 | $13.9M |
| BlueStem Wealth Partners, LLC | 1.90% | Add +33.1% | 80,480 | $13.9M |
| Tortoise Investment Management, LLC | 1.44% | Add +4.8% | 79,859 | $13.8M |
| Leeward Financial Partners, LLC | 5.15% | Add +1.0% | 79,788 | $13.8M |
| Systelligence, LLC | 3.31% | Add +20.6% | 79,675 | $13.8M |
| REAP Financial Group, LLC | 3.41% | Add +24.1% | 79,664 | $13.8M |
| Bank Hapoalim BM | 2.06% | No change | 79,000 | $13.6M |
| Berger Financial Group, Inc | 0.95% | Reduce -1.7% | 78,910 | $13.6M |
| TKG Advisors, LLC | 6.67% | Add +1.9% | 78,364 | $13.5M |
| LaSalle St. Investment Advisors, LLC | 3.18% | Add +13.3% | 78,228 | $13.5M |
| Matauro, LLC | 2.74% | Add +9.9% | 78,074 | $13.5M |
| Farther Finance Advisors, LLC | 0.34% | Add +28.1% | 77,896 | $13.4M |
| Obsidian Personal Planning Solutions LLC | 5.98% | Reduce -16.5% | 80,398 | $13.4M |
| Consolidated Portfolio Review Corp | 2.12% | Add +1.1% | 76,629 | $13.2M |
| Gallagher Fiduciary Advisors, LLC | 0.43% | Reduce -0.0% | 76,562 | $13.2M |
| Greenhouse Wealth Management, LLC | 9.87% | Reduce -3.6% | 76,458 | $13.2M |
| Gill Capital Partners, LLC | 4.57% | Add +11.5% | 76,362 | $13.2M |
| Steele Capital Management, Inc. | 0.68% | Add +11.2% | 75,869 | $13.1M |
| IFG Advisory, LLC | 0.73% | Reduce -1.6% | 75,833 | $13.1M |
| SWP Financial LLC | 8.00% | Add +12.8% | 75,815 | $13.1M |
| Clark Financial Services Group Inc. | 9.03% | Add +0.8% | 75,458 | $13.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.05% | Add +7.4% | 76,250 | $13.0M |
| Sigma Planning Corp | 0.41% | Add +9.4% | 75,151 | $13.0M |
| Harbour Investments, Inc. | 0.37% | Add +8.4% | 75,108 | $13.0M |
| Visionary Wealth Advisors | 0.78% | Add +6.5% | 75,101 | $13.0M |
| E&G Advisors, LLC | 3.66% | Add +0.1% | 75,071 | $13.0M |
| Latigo Investments, LLC | 6.90% | No change | 74,917 | $12.9M |
| Outlook Wealth Advisors, LLC | 3.60% | Add +6.1% | 74,842 | $12.9M |
| Souders Financial Advisors | 1.80% | Add +81.1% | 74,680 | $12.9M |
| Madden Advisory Services, Inc. | 5.95% | Reduce -1.8% | 73,923 | $12.8M |
| Sowell Financial Services LLC | 0.58% | Add +1.2% | 73,397 | $12.7M |
| Geneos Wealth Management Inc. | 0.42% | Add +20.3% | 73,353 | $12.7M |
| Kathmere Capital Management, LLC | 1.08% | Add +7.8% | 73,205 | $12.6M |
| Financial Advisory Partners, LLC | 4.23% | Add +0.0% | 73,122 | $12.6M |
| Wealthspire Retirement, LLC | 0.99% | Reduce -2.2% | 72,585 | $12.5M |
| Bruce G. Allen Investments, LLC | 9.89% | Add +5.7% | 72,318 | $12.5M |
| STAR Financial Bank | 9.08% | Add +6.8% | 71,810 | $12.4M |
| WealthShield Partners, LLC | 1.59% | Add +2.9% | 71,420 | $12.3M |
| Emerald Advisors, LLC | 1.63% | Add +8.6% | 71,071 | $12.3M |
| 5th Street Advisors, LLC | 5.87% | Add +11.4% | 70,430 | $12.2M |
| AJ Advisors, LLC | 6.21% | Add +2.4% | 70,195 | $12.1M |
| Weaver Capital Management LLC | 3.23% | Add +1.0% | 70,141 | $12.1M |
| QRG Capital Management, Inc. | 0.13% | Add +12.5% | 70,093 | $12.1M |
| Ascent Group, LLC | 0.52% | Add +5.6% | 69,794 | $12.1M |
| Diversified Portfolios, Inc. | 1.26% | Add +0.8% | 69,488 | $12.0M |
| CGN Advisors LLC | 1.17% | Reduce -2.4% | 69,421 | $12.0M |
| Cercano Management LLC | 0.35% | No change | 69,120 | $11.9M |
| Titleist Asset Management, LLC | 1.36% | Add +63.4% | 67,924 | $11.7M |
| Greenbush Financial Group, LLC | 5.80% | Add +10.0% | 67,538 | $11.7M |
| Traveka Wealth, LLC | 6.51% | Add +3.1% | 67,245 | $11.6M |
| Grove Bank & Trust | 1.55% | Reduce -1.6% | 67,219 | $11.6M |
| PCA Investment Advisory Services Inc. | 6.14% | Add +21.2% | 67,188 | $11.6M |
| Oppenheimer & Co. Inc. | 0.18% | Add +15.4% | 67,054 | $11.6M |
| Collective Family Office LLC | 3.10% | Add +3.5% | 66,481 | $11.5M |
| Americana Partners, LLC | 0.44% | Reduce -3.0% | 66,139 | $11.4M |
| Valmark Advisers, Inc. | 0.17% | Reduce -3.9% | 65,868 | $11.4M |
| Archford Capital Strategies, LLC | 1.66% | Reduce -9.1% | 65,738 | $11.4M |
| Dynamic Wealth Strategies, LLC | 9.39% | Reduce -3.0% | 65,378 | $11.3M |
| Affiance Financial, LLC | 2.63% | Add +7.8% | 65,229 | $11.3M |
| Mayfair Advisory Group, LLC | 6.49% | Add +13.4% | 65,130 | $11.3M |
| Beacon Bridge Wealth Partners, LLC | 4.78% | Add +28.1% | 64,788 | $11.2M |
| Aire Advisors, LLC | 2.34% | Reduce -3.1% | 64,415 | $11.1M |
| Refined Wealth Management | 9.09% | New | 64,348 | $11.1M |
| Transcend Capital Advisors, LLC | 0.80% | Reduce -1.3% | 64,274 | $11.1M |
| CoreCap Advisors, LLC | 0.49% | Add +8.5% | 64,258 | $11.1M |
| Pathstone Holdings, LLC | 0.05% | Add +2.1% | 63,771 | $11.0M |
| Red Wave Investments LLC | 3.90% | Reduce -4.4% | 62,908 | $10.9M |
| Maryland Capital Advisors Inc. | 4.79% | Add +6.7% | 62,881 | $10.9M |
| Caprock Group, LLC | 0.33% | Add +103.0% | 62,746 | $10.8M |
| Sandbox Financial Partners, LLC | 3.82% | Add +0.3% | 62,611 | $10.8M |
| Mokosak Advisory Group, LLC | 3.33% | Add +1.9% | 62,443 | $10.8M |
| Commerce Bank | 0.07% | Add +2.0% | 62,181 | $10.7M |
| Quotient Wealth Partners, LLC | 0.34% | Reduce -1.1% | 62,065 | $10.7M |
| American Investment Services, Inc. | 1.89% | Reduce -4.2% | 62,064 | $10.7M |
| Lodestar Private Asset Management LLC | 1.35% | Add +2.6% | 62,029 | $10.7M |
| Beacon Financial Group | 1.17% | Add +47.2% | 61,883 | $10.7M |
| Manuka Financial, LLC | 6.87% | Add +3.0% | 61,366 | $10.6M |
| Moody National Bank Trust Division | 1.10% | Add +33.3% | 61,330 | $10.6M |
| Susquehanna International Group, LLP | 0.02% | Add +671.2% | 61,236 | $10.6M |
| Keystone Financial Group | 1.07% | Reduce -5.2% | 60,933 | $10.5M |
| Symmetry Partners, LLC | 1.45% | Reduce -22.7% | 60,506 | $10.5M |
| Nomura Asset Management Co. Ltd. | 0.03% | Reduce -66.1% | 60,400 | $10.4M |
| Safir Wealth Advisors, LLC | 8.25% | Add +3.9% | 60,217 | $10.4M |
| Five Pine Wealth Management | 8.45% | Add +14.3% | 60,060 | $10.4M |
| Foundations Investment Advisors, LLC | 0.19% | Add +4.0% | 59,894 | $10.3M |
| OneDigital Investment Advisors LLC | 0.12% | Reduce -10.2% | 59,816 | $10.3M |
| Zhang Financial LLC | 0.55% | Add +3.4% | 59,684 | $10.3M |
| Wealthfront Advisers LLC | 0.03% | Reduce -4.1% | 59,605 | $10.3M |
| Perigon Wealth Management, LLC | 0.26% | Add +1.0% | 59,549 | $10.3M |
| G&S Capital LLC | 4.37% | Add +4.1% | 59,528 | $10.3M |
| BTC Capital Management, Inc. | 0.93% | Reduce -1.0% | 59,063 | $10.2M |
| Northeast Financial Consultants Inc | 0.45% | Reduce -8.6% | 58,512 | $10.1M |
| IFP Advisors, Inc | 0.31% | Add +12.0% | 58,159 | $10.0M |
| Integrity Wealth Solutions LLC | 5.43% | Add +6.8% | 57,979 | $10.0M |
| Sterling Investment Advisors LLC | 5.63% | Add +4.1% | 57,940 | $10.0M |
| Payne Capital Management, LLC | 4.26% | Add +1.1% | 57,830 | $10.0M |
| Wedbush Securities Inc. | 0.37% | Add +4.4% | 57,814 | $10.0M |
| Capital Analysts, LLC | 0.37% | Add +12.6% | 57,565 | $9.9M |
| Snowden Capital Advisors LLC | 0.32% | Reduce -4.2% | 57,561 | $9.9M |
| Hoge Financial Services, LLC | 6.92% | Add +4.7% | 57,306 | $9.9M |
| CWS Financial Advisors, LLC | 3.09% | Add +7.7% | 56,712 | $9.8M |
| Lutz Financial Services LLC | 0.80% | Add +3.1% | 56,465 | $9.8M |
| Raab & Moskowitz Asset Management LLC | 2.44% | Reduce -0.7% | 56,015 | $9.7M |
| Mayport, LLC | 2.67% | Add +8.7% | 55,960 | $9.7M |
| Von Berge Wealth Management Group, LLC | 6.22% | Add +4.2% | 58,419 | $9.6M |
| Cornerstone Wealth Management, LLC | 0.65% | Add +3.8% | 55,826 | $9.6M |
| Breed's Hill Capital LLC | 5.20% | Add +4.0% | 55,794 | $9.6M |
| Keeler & Nadler Financial Planning & Wealth Management | 4.29% | Reduce -0.2% | 55,710 | $9.5M |
| Black Diamond Financial, LLC | 1.43% | Add +1.4% | 55,020 | $9.5M |
| Vantagepoint Investment Advisers LLC | 1.08% | No change | 55,020 | $9.5M |
| HTG Investment Advisors, Inc. | 3.95% | Add +19.3% | 54,855 | $9.5M |
| Cranbrook Wealth Management, LLC | 2.20% | Add +0.1% | 54,818 | $9.5M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.28% | New | 54,695 | $9.4M |
| Benjamin Edwards Inc. | 0.13% | Add +11.8% | 54,363 | $9.4M |
| CENTRAL TRUST Co | 0.23% | Add +1.1% | 54,015 | $9.3M |
| Hurley Capital, LLC | 7.03% | Add +4.0% | 53,648 | $9.3M |
| HB Wealth Management, LLC | 0.08% | Add +47.6% | 53,588 | $9.3M |
| AQR Capital Management | 0.01% | Add +303.4% | 53,366 | $9.2M |
| Inlight Wealth Management, LLC | 5.70% | Add +7.4% | 53,326 | $9.2M |
| BLB&B Advisors, LLC | 0.47% | No change | 53,272 | $9.2M |
| Gunma Bank,Ltd. | 2.95% | Add +39.5% | 53,000 | $9.2M |
| First Heartland Consultants, Inc. | 0.94% | Reduce -11.9% | 52,909 | $9.1M |
| Northstar Group, Inc. | 1.55% | Add +1.8% | 52,780 | $9.1M |
| Werba Rubin Papier Wealth Management | 1.97% | Add +14.8% | 52,426 | $9.1M |
| Wolf Group Capital Advisors | 3.03% | Add +90.7% | 52,168 | $9.0M |
| Family Manage LLC | 1.49% | Add +11.0% | 52,140 | $9.0M |
| Cooksen Wealth, LLC | 9.12% | Reduce -8.5% | 55,177 | $9.0M |
| Pinnacle Associates Ltd. | 0.13% | Add +3.4% | 51,785 | $8.9M |
| Watershed Private Wealth LLC | 3.57% | Add +41.3% | 51,756 | $8.9M |
| Sapient Capital LLC | 0.18% | Reduce -6.8% | 51,665 | $8.9M |
| IHT Wealth Management, LLC | 0.28% | Add +15.2% | 51,360 | $8.9M |
| First National Bank Sioux Falls | 3.59% | Add +11.6% | 51,306 | $8.9M |
| Nations Financial Group Inc, /Ia/ | 0.68% | Reduce -1.8% | 51,276 | $8.9M |
| Watts Gwilliam & Co., LLC | 1.91% | Add +7.7% | 50,997 | $8.8M |
| Delta Financial Group, Inc. | 2.01% | Add +4.7% | 50,390 | $8.8M |
| Cyndeo Wealth Partners, LLC | 0.58% | Add +0.3% | 50,890 | $8.8M |
| Connecticut Wealth Management, LLC | 0.46% | New | 50,828 | $8.8M |
| Magnolia Capital Advisors LLC | 2.38% | Reduce -1.7% | 50,633 | $8.7M |
| Prestige Wealth Management Group LLC | 1.87% | Add +23.6% | 50,606 | $8.7M |
| Vivid Wealth Management, LLC | 4.37% | Add +43.1% | 50,591 | $8.7M |
| Apollon Wealth Management, LLC | 0.19% | Reduce -2.5% | 50,569 | $8.7M |
| Flagship Wealth Advisors, LLC | 3.65% | Add +32.5% | 50,259 | $8.7M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -9.0% | 50,232 | $8.7M |
| Kingsview Wealth Management, LLC | 0.16% | Reduce -10.0% | 49,961 | $8.6M |
| Wilmington Savings Fund Society, FSB | 0.16% | Add +2.4% | 49,923 | $8.6M |
| Planning Alternatives Ltd. | 1.32% | Reduce -0.5% | 49,865 | $8.6M |
| Weinberger Asset Management, Inc | 3.67% | Reduce -1.2% | 49,586 | $8.6M |
| Manning & Napier Advisors LLC | 0.10% | Reduce -31.3% | 49,138 | $8.5M |
| Founders Financial Securities LLC | 0.72% | Add +20.7% | 51,232 | $8.5M |
| JMG Financial Group, Ltd. | 0.29% | Reduce -1.3% | 49,000 | $8.5M |
| Atmos Advisory, LLC | 5.66% | Add +4.0% | 48,866 | $8.4M |
| Orser Capital Management, LLC | 6.19% | Reduce -10.8% | 48,807 | $8.4M |
| Cora Capital Advisors LLC | 4.03% | Add +2.9% | 48,652 | $8.4M |
| TPG Financial Advisors, LLC | 3.71% | Add +5.4% | 48,592 | $8.4M |
| Drucker Wealth 3.0, LLC | 1.84% | Add +12.2% | 48,519 | $8.4M |
| Regent Peak Wealth Advisors LLC | 1.97% | Reduce -14.3% | 48,418 | $8.4M |
| Interchange Capital Partners, LLC | 2.33% | Add +0.0% | 48,221 | $8.3M |
| Main Line Retirement Advisors, LLC | 5.40% | Add +2.9% | 48,159 | $8.3M |
| Alliance Wealth Advisors, LLC | 4.88% | Add +274.9% | 48,013 | $8.3M |
| Per Stirling Capital Management, LLC. | 1.18% | New | 47,550 | $8.2M |
| Capstone Investment Advisors, LLC | 0.09% | New | 47,501 | $8.2M |
| First County Bank | 4.54% | Add +0.7% | 47,477 | $8.2M |
| NorthLanding Financial Partners, LLC | 7.97% | Add +0.0% | 46,965 | $8.1M |
| St. Louis Trust Co | 1.17% | Reduce -0.4% | 46,713 | $8.1M |
| Ausdal Financial Partners, Inc. | 0.61% | Add +727.8% | 46,569 | $8.0M |
| FF Advisors,LLC | 4.60% | Add +6.5% | 47,857 | $8.0M |
| Eclectic Associates Inc. | 2.13% | Add +2.8% | 46,038 | $8.0M |
| Prairieview Wealth Partners, LLC | 9.71% | Reduce -13.1% | 46,004 | $7.9M |
| Duncan Williams Asset Management, LLC | 2.87% | Add +3.2% | 45,989 | $7.9M |
| Olistico Wealth, LLC | 4.91% | Reduce -1.6% | 45,946 | $7.9M |
| Lansing Street Advisors | 2.65% | Add +5.4% | 45,845 | $7.9M |
| Gladstone Institutional Advisory LLC | 0.37% | Add +7.5% | 45,677 | $7.9M |
| Asset Planning Corporation | 4.64% | Add +2.2% | 45,565 | $7.9M |
| Hohimer Wealth Management, LLC | 1.55% | Reduce -0.0% | 45,489 | $7.9M |
| Horizon Bancorp Inc. | 4.44% | Reduce -35.0% | 45,434 | $7.8M |
| Private Wealth Advisors, LLC | 3.28% | Reduce -0.7% | 45,154 | $7.8M |
| Focus Financial Network, Inc. | 0.32% | Add +3.5% | 45,085 | $7.8M |
| KFA Private Wealth Group, LLC | 2.72% | Add +4.6% | 45,073 | $7.8M |
| Elevated Capital Advisors, LLC | 2.15% | Reduce -6.0% | 44,464 | $7.7M |
| Register Financial Advisors LLC | 3.99% | Add +4.4% | 44,313 | $7.7M |
| Harbor Investment Advisory, LLC | 0.74% | Add +0.9% | 44,040 | $7.6M |
| GenTrust, LLC | 0.36% | Add +0.0% | 43,984 | $7.6M |
| Performance Wealth Partners, LLC | 0.27% | Add +29.1% | 43,915 | $7.6M |
| Wealth Management Strategies, Inc. | 5.05% | Add +23.9% | 43,743 | $7.6M |
| Advisors Preferred, LLC | 1.01% | Add +15.3% | 43,800 | $7.5M |
| Avantax Planning Partners, Inc. | 0.27% | Reduce -0.9% | 43,670 | $7.5M |
| Willis Johnson & Associates, Inc. | 0.57% | Reduce -5.6% | 43,660 | $7.5M |
| GoalFusion Wealth Management, LLC | 4.09% | Add +1.5% | 43,265 | $7.5M |
| Hardy Reed LLC | 0.66% | No change | 43,231 | $7.5M |
| Brighton Jones LLC | 0.24% | Add +0.7% | 42,914 | $7.4M |
| Nicolet Advisory Services, LLC | 0.73% | Reduce -3.5% | 46,388 | $7.4M |
| Spreng Capital Management, Inc. | 3.44% | Add +3.4% | 42,833 | $7.4M |
| Corrigan Financial, Inc. | 1.52% | Reduce -2.0% | 42,636 | $7.4M |
| Kingswood Wealth Advisors, LLC | 0.67% | Add +10.8% | 42,430 | $7.3M |
| Quantinno Capital Management LP | 0.05% | Add +25.4% | 42,213 | $7.3M |
| LongView Wealth Management | 2.18% | Add +5.3% | 42,135 | $7.3M |
| Paragon Capital Management Ltd | 1.48% | Add +0.4% | 41,615 | $7.2M |
| Florida Financial Advisors, LLC | 2.82% | Add +9.1% | 41,497 | $7.2M |
| Founders Grove Wealth Partners, LLC | 1.99% | Add +7.2% | 41,281 | $7.1M |
| UNIVEST FINANCIAL Corp | 0.46% | Add +14.6% | 41,133 | $7.1M |
| VSM Wealth Advisory, LLC | 2.55% | Add +25.9% | 41,042 | $7.1M |
| Signet Financial Management, LLC | 0.94% | Reduce -8.0% | 40,483 | $7.0M |
| Blue Trust, Inc. | 0.09% | Add +10.3% | 40,195 | $6.9M |
| Cardiff Park Advisors, LLC | 0.67% | Add +1.6% | 40,179 | $6.9M |
| Cerro Pacific Wealth Advisors LLC | 2.25% | Add +12.2% | 40,934 | $6.9M |
| Perennial Investment Advisors, LLC | 0.78% | Add +1.2% | 40,008 | $6.9M |
| Ocean Park Asset Management, LLC | 0.24% | No change | 39,800 | $6.9M |
| Forbes Financial Planning, Inc. | 5.09% | Reduce -2.2% | 39,795 | $6.9M |
| Sharper & Granite LLC | 2.83% | Add +4.8% | 39,702 | $6.9M |
| Strategic Family Wealth Counselors, L.L.C. | 2.23% | Add +4.0% | 39,699 | $6.9M |
| Investment Advisory Group, LLC | 2.29% | Add +4.5% | 39,585 | $6.8M |
| Neuberger Berman Group LLC | 0.01% | Reduce -8.7% | 39,523 | $6.8M |
| Semmax Financial Advisors Inc. | 1.84% | Reduce -2.3% | 40,508 | $6.8M |
| Pine Valley Investments Ltd Liability Co | 0.44% | Reduce -2.4% | 39,296 | $6.8M |
| Valeo Financial Advisors, LLC | 0.19% | Add +1.9% | 39,248 | $6.8M |
| Ancora Advisors LLC | 0.15% | Reduce -1.3% | 39,216 | $6.8M |
| Dravo Bay LLC | 3.55% | Reduce -6.7% | 38,797 | $6.7M |
| Advyzon Investment Management, LLC | 2.37% | Add +15.1% | 38,742 | $6.7M |
| Ackerman Capital Advisors, LLC | 1.77% | Reduce -0.5% | 38,723 | $6.7M |
| Kovack Advisors, Inc. | 0.71% | Reduce -0.8% | 38,723 | $6.7M |
| Frontier Asset Management, LLC | 1.94% | Reduce -1.8% | 38,722 | $6.7M |
| Level Financial Advisors | 2.27% | Add +47.6% | 38,709 | $6.7M |
| Financial Counselors Inc. | 0.10% | Add +3.3% | 38,671 | $6.7M |
| Mustard Seed Financial, LLC | 5.31% | Add +0.5% | 38,212 | $6.6M |
| Trust Co of the South | 1.38% | Add +28.6% | 38,145 | $6.6M |
| WBH Advisory Inc. | 0.61% | Reduce -21.1% | 38,143 | $6.6M |
| Atlas Capital Advisors Inc. | 0.82% | Add +6.6% | 38,136 | $6.6M |
| O'shaughnessy Asset Management, LLC | 0.05% | Add +15.0% | 38,037 | $6.6M |
| Birnam Oak Advisors, LP | 2.75% | No change | 38,000 | $6.6M |
| Mackenzie Financial Corp. | 0.01% | Add +142.5% | 37,765 | $6.5M |
| Accel Wealth Management | 2.35% | Add +18.7% | 37,695 | $6.5M |
| Avestar Capital, LLC | 0.62% | Reduce -21.7% | 37,575 | $6.5M |
| Wetzel Investment Advisors, Inc. | 3.28% | Add +5.6% | 37,485 | $6.5M |
| Koss-Olinger Consulting, LLC | 0.55% | Reduce -0.6% | 37,468 | $6.5M |
| IPG Investment Advisors LLC | 1.45% | Add +1.0% | 37,059 | $6.4M |
| Family CFO Inc | 3.50% | Add +0.6% | 36,928 | $6.4M |
| Greenberg Financial Group | 2.66% | — | 32,485 | $6.4M |
| MCF Advisors LLC | 0.46% | Add +90.7% | 36,818 | $6.4M |
| Uptick Partners, LLC | 2.14% | Reduce -1.1% | 36,662 | $6.3M |
| Nisa Investment Advisors, LLC | 0.03% | No change | 36,600 | $6.3M |
| Financial Life Advisors | 2.35% | Reduce -1.4% | 36,562 | $6.3M |
| Simmons Bank | 0.47% | Reduce -1.6% | 36,100 | $6.2M |
| Phillips Financial Management, LLC | 0.48% | Add +2.3% | 35,897 | $6.2M |
| Flagship Harbor Advisors, LLC | 0.33% | Add +0.4% | 35,819 | $6.2M |
| Grey Ledge Advisors, LLC | 1.62% | Reduce -2.4% | 35,731 | $6.2M |
| N.E.W. Advisory Services LLC | 0.47% | Add +22.5% | 35,641 | $6.2M |
| Estate Counselors, LLC | 0.64% | Add +559.6% | 35,597 | $6.1M |
| Flagstar Securities, Inc. | 1.57% | Reduce -8.1% | 35,573 | $6.1M |
| Marietta Wealth Management, LLC | 0.90% | Add +6.9% | 35,524 | $6.1M |
| Insigneo Advisory Services, LLC | 0.63% | Add +4.2% | 35,439 | $6.1M |
| Beaumont Financial Advisors, LLC | 0.48% | Add +0.7% | 35,366 | $6.1M |
| Verdence Capital Advisors LLC | 0.46% | Add +3.8% | 35,010 | $6.0M |
| Avant Capital LLC | 5.00% | Add +3.3% | 34,776 | $6.0M |
| Eagle Strategies LLC | 1.04% | Add +13.5% | 34,742 | $6.0M |
| Martel Wealth Advisors LLC | 1.19% | Reduce -0.8% | 34,513 | $6.0M |
| Fortune 45 LLC | 3.90% | Add +281.0% | 34,511 | $6.0M |
| StoneX Group Inc. | 0.33% | Add +26.4% | 34,497 | $6.0M |
| SigFig Wealth Management, LLC | 0.21% | Add +3.3% | 34,765 | $5.9M |
| Wealthedge Investment Advisors, LLC | 2.68% | Reduce -18.7% | 34,351 | $5.9M |
| Riversedge Advisors, LLC | 1.31% | Add +10.3% | 34,120 | $5.9M |
| Fermata Advisors, LLC | 1.06% | Reduce -22.3% | 34,033 | $5.9M |
| TFR Capital, LLC. | 2.44% | Reduce -26.2% | 33,963 | $5.9M |
| Integrated Investment Consultants, LLC | 1.17% | Reduce -1.1% | 33,901 | $5.9M |
| Journey Beyond Wealth, LLC | 5.46% | Add +0.9% | 33,818 | $5.8M |
| Vicus Capital | 0.54% | Reduce -3.1% | 33,707 | $5.8M |
| Chris Bulman Inc | 3.63% | Reduce -4.1% | 33,270 | $5.7M |
| Cutler Investment Counsel LLC | 0.69% | Reduce -5.4% | 33,193 | $5.7M |
| Osborne Partners Capital Management, LLC | 0.33% | Reduce -3.3% | 33,092 | $5.7M |
| Abacus Planning Group, Inc. | 1.00% | Reduce -0.3% | 33,027 | $5.7M |
| Agf Management Ltd. | 0.03% | Reduce -15.9% | 32,817 | $5.7M |
| Santori & Peters, Inc. | 2.28% | Reduce -0.1% | 32,785 | $5.7M |
| Aries Wealth Management | 1.54% | Add +3.5% | 32,734 | $5.7M |
| Fourth Dimension Wealth, LLC | 2.73% | Add +0.1% | 32,681 | $5.6M |
| McLean Asset Management Corp | 1.86% | Reduce -1.7% | 36,647 | $5.6M |
| Winthrop Capital Management, LLC | 1.55% | Reduce -5.8% | 32,570 | $5.6M |
| U.S. Capital Wealth Advisors, LLC | 0.17% | Reduce -1.5% | 32,381 | $5.6M |
| Bath Savings Trust Co | 0.58% | Add +0.7% | 32,320 | $5.6M |
| Red Tortoise LLC | 2.90% | Reduce -0.1% | 32,226 | $5.6M |
| One Capital Management, LLC | 0.19% | Add +1.1% | 32,073 | $5.5M |
| Washington Trust Advisors, Inc. | 0.49% | Reduce -0.4% | 32,023 | $5.5M |
| Security Financial Services, INC. | 1.10% | Add +36.1% | 31,998 | $5.5M |
| Laraway Financial Advisors Inc | 4.38% | Add +13.4% | 31,915 | $5.5M |
| Factor Wealth Management LTD | 1.69% | Add +20.6% | 31,870 | $5.5M |
| Stratos Wealth Advisors, LLC | 0.30% | Reduce -10.2% | 31,813 | $5.5M |
| Windward Private Wealth Management Inc. | 2.14% | Reduce -0.6% | 31,714 | $5.5M |
| Alexander Labrunerie & Co., Inc. | 2.40% | Add +1.4% | 31,702 | $5.5M |
| Texas Yale Capital Corp. | 0.22% | Add +0.7% | 31,669 | $5.5M |
| Sax Wealth Advisors, LLC | 0.39% | Add +1.7% | 31,637 | $5.5M |
| Planwiser Financial, LLC | 4.94% | — | 32,552 | $5.5M |
| Trinity Financial Advisors LLC | 1.96% | Reduce -4.9% | 32,527 | $5.4M |
| Capital Advisors, Ltd. LLC | 0.71% | Reduce -1.6% | 31,305 | $5.4M |
| Yarger Wealth Strategies, LLC | 3.15% | Reduce -2.3% | 31,215 | $5.4M |
| Beaumont Asset Management, L.L.C. | 3.24% | Add +1.9% | 31,074 | $5.4M |
| Ballentine Partners, LLC | 0.09% | Add +7.1% | 31,015 | $5.4M |
| Stephen J. Garry & Associates, LLC | 4.97% | Add +5.2% | 30,787 | $5.3M |
| Destination Wealth Management | 0.17% | Add +4.3% | 30,781 | $5.3M |
| Stevens Capital Partners | 2.50% | Reduce -27.4% | 30,752 | $5.3M |
| Painted Porch Advisors LLC | 2.21% | Add +14.4% | 30,547 | $5.3M |
| Argent Trust Co | 0.22% | Reduce -0.7% | 30,519 | $5.3M |
| Intellectus Partners, LLC | 1.30% | Add +6.8% | 30,436 | $5.3M |
| Nikulski Financial, Inc. | 1.58% | Reduce -2.0% | 30,272 | $5.2M |
| Idaho Trust Co | 2.13% | Reduce -2.6% | 30,244 | $5.2M |
| LPWM LLC | 1.68% | Reduce -0.5% | 30,232 | $5.2M |
| Catalyst Private Wealth, LLC | 2.52% | Reduce -2.1% | 29,912 | $5.2M |
| Clarity Capital Advisors, LLC | 3.38% | Add +5.6% | 29,829 | $5.2M |
| OneAscent Financial Services LLC | 0.33% | Add +141.1% | 29,660 | $5.1M |
| Fiduciary Advisors, Inc. | 5.04% | Add +0.6% | 29,531 | $5.1M |
| Defined Wealth Management, LLC | 3.42% | Reduce -1.3% | 29,476 | $5.1M |
| ArchPoint Investors | 1.67% | No change | 29,467 | $5.1M |
| Gateway Wealth Partners, LLC | 1.13% | Add +2.7% | 29,194 | $5.0M |
| Syon Capital LLC | 0.41% | Add +7.8% | 29,114 | $5.0M |
| Csenge Advisory Group | 0.28% | Reduce -4.8% | 31,057 | $5.0M |
| Tsfg, LLC | 1.03% | Reduce -4.9% | 29,072 | $5.0M |
| Johnson Investment Counsel Inc. | 0.05% | Reduce -2.3% | 29,028 | $5.0M |
| Bonfire Financial | 4.60% | Reduce -10.2% | 28,915 | $5.0M |
| Grandview Asset Management LLC | 1.89% | Add +42.7% | 28,761 | $5.0M |
| Family Wealth Partners, LLC | 2.25% | Reduce -3.2% | 28,565 | $4.9M |
| Montag A & Associates Inc. | 0.25% | Reduce -0.0% | 28,511 | $4.9M |
| Coastal Bridge Advisors, LLC | 0.70% | Add +27.6% | 28,505 | $4.9M |
| Opus Capital Group, LLC | 0.63% | Reduce -1.6% | 28,495 | $4.9M |
| Kelleher Financial Advisors | 1.96% | Reduce -4.0% | 28,443 | $4.9M |
| Oak Harvest Investment Services | 0.68% | Add +8.5% | 28,178 | $4.9M |
| Diversified Trust Co. | 0.12% | Reduce -5.3% | 28,074 | $4.8M |
| Sound View Wealth Advisors Group, LLC | 0.40% | Reduce -4.5% | 28,073 | $4.8M |
| Prospect Financial Services LLC | 2.68% | Reduce -0.3% | 27,980 | $4.8M |
| BCS Wealth Management | 1.24% | Reduce -0.2% | 27,824 | $4.8M |
| Horizon Investments, LLC | 0.14% | Add +61.0% | 27,749 | $4.8M |
| Richardson Financial Services Inc. | 3.64% | Reduce -25.9% | 27,719 | $4.8M |
| Long Island Wealth Management, Inc. | 2.91% | Add +0.1% | 27,697 | $4.8M |
| Diversified Enterprises, LLC | 0.40% | Add +186.2% | 27,515 | $4.8M |
| RoundAngle Advisors LLC | 4.36% | Add +1.7% | 27,464 | $4.7M |
| Kiley Juergens Wealth Management, LLC | 1.26% | Add +3.9% | 27,317 | $4.7M |
| Novak & Powell Financial Services, Inc. | 2.93% | Reduce -5.7% | 27,291 | $4.7M |
| Empowered Funds, LLC | 0.07% | Add +5.3% | 27,233 | $4.7M |
| Belpointe Asset Management LLC | 0.24% | Add +98.3% | 27,170 | $4.7M |
| Wedmont Private Capital | 0.24% | Add +0.0% | 28,911 | $4.7M |
| Private Wealth Asset Management, LLC | 0.67% | — | 27,030 | $4.7M |
| Dorsey & Whitney Trust CO LLC | 0.27% | Reduce -0.6% | 26,895 | $4.6M |
| Greystone Financial Group, LLC | 0.84% | Reduce -19.3% | 26,863 | $4.6M |
| Compass Ion Advisors, LLC | 0.55% | Reduce -3.6% | 26,837 | $4.6M |
| MA Private Wealth | 0.86% | Add +0.3% | 26,615 | $4.6M |
| Dentgroup LLC | 3.40% | Add +0.8% | 26,282 | $4.5M |
| Krilogy Financial LLC | 0.29% | Add +12.4% | 26,269 | $4.5M |
| Apexium Financial, LP | 0.27% | Add +29.8% | 26,044 | $4.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.08% | Reduce -0.6% | 26,030 | $4.5M |
| Bryn Mawr Trust Advisors, LLC | 0.27% | Add +0.5% | 25,905 | $4.5M |
| Rehmann Capital Advisory Group | 0.28% | Add +0.6% | 25,656 | $4.4M |
| Well Done, LLC | 0.80% | Reduce -0.9% | 26,017 | $4.4M |
| American Alpha Advisors, LLC | 3.89% | Reduce -0.0% | 25,425 | $4.4M |
| Wealth Preservation Advisors, LLC | 3.12% | — | 25,283 | $4.4M |
| Strategic Investment Solutions, Inc. | 1.26% | Add +14.7% | 25,203 | $4.4M |
| GWN Securities Inc. | 0.25% | Add +974.3% | 25,536 | $4.3M |
| Ami Investment Management Inc. | 1.40% | Add +33.0% | 25,104 | $4.3M |
| Wescott Financial Advisory Group, LLC | 0.45% | Reduce -10.1% | 25,065 | $4.3M |
| First Financial Bank - Trust Division | 0.42% | Reduce -1.6% | 25,035 | $4.3M |
| Councilor Wealth, LLC | 2.16% | Add +5.3% | 25,019 | $4.3M |
| Ironsides Asset Advisors, LLC | 1.26% | Reduce -0.0% | 24,945 | $4.3M |
| Barrett & Company, Inc. | 1.84% | Reduce -5.4% | 24,780 | $4.3M |
| Chesley Taft & Associates LLC | 0.21% | Add +1.2% | 24,719 | $4.3M |
| Lodestone Wealth Management LLC | 2.27% | Add +0.4% | 24,649 | $4.3M |
| Claris Financial LLC | 2.80% | No change | 25,127 | $4.3M |
| Good Life Advisors, LLC | 0.30% | Add +7.5% | 24,566 | $4.2M |
| Carolinas Wealth Consulting LLC | 0.91% | Add +10.1% | 24,415 | $4.2M |
| Wealth Management Resources, Inc. | 1.53% | Add +5.2% | 24,365 | $4.2M |
| First Manhattan Co. Llc. | 0.01% | Reduce -7.4% | 24,273 | $4.2M |
| Great Lakes Advisors, LLC | 0.04% | Reduce -4.0% | 24,282 | $4.2M |
| Hillcrest Wealth Advisors - NY, LLC | 2.05% | No change | 23,970 | $4.1M |
| Glass Jacobson Investment Advisors llc | 1.36% | No change | 24,441 | $4.1M |
| Hickory Asset Management, Inc. | 3.67% | Reduce -4.0% | 23,909 | $4.1M |
| Newton One Investments LLC | 1.47% | Reduce -0.0% | 23,822 | $4.1M |
| Continuum Advisory, LLC | 0.53% | Add +5.9% | 23,786 | $4.1M |
| Birchcreek Wealth Management, LLC | 2.58% | Reduce -4.5% | 23,658 | $4.1M |
| Culbertson A N & Co. Inc. | 0.65% | Add +0.1% | 23,654 | $4.1M |
| Auxano Advisors, LLC | 1.08% | Reduce -0.1% | 23,616 | $4.1M |
| Blueprint Investment Partners LLC | 0.74% | Add +47.1% | 23,513 | $4.1M |
| Millennium Management | 0.00% | New | 23,458 | $4.1M |
| Charter Oak Capital Management, LLC | 0.37% | Add +6.7% | 23,310 | $4.0M |
| Motiv8 Investments LLC | 2.64% | Reduce -5.0% | 23,038 | $4.0M |
| Independent Advisor Alliance | 0.13% | Reduce -81.0% | 22,868 | $4.0M |
| Hexagon Capital Partners LLC | 0.75% | Reduce -2.2% | 22,826 | $3.9M |
| World Investment Advisors | 0.10% | Add +3.2% | 22,733 | $3.9M |
| Debussy Capital Management LP | 0.63% | Reduce -0.1% | 22,550 | $3.9M |
| Sterling Group Wealth Management, LLC | 2.08% | Reduce -3.2% | 22,494 | $3.9M |
| National Philanthropic Trust | 0.06% | Add +0.4% | 22,440 | $3.9M |
| Seeds Investor LLC | 1.09% | Add +1.4% | 22,429 | $3.9M |
| Aegis Wealth Management LLC | 2.27% | Add +0.4% | 22,379 | $3.9M |
| Quest 10 Wealth Builders, Inc. | 4.13% | Reduce -6.9% | 22,246 | $3.9M |
| AlTi Global, Inc. | 0.10% | Reduce -36.8% | 22,322 | $3.9M |
| Disciplined Investments, LLC | 1.77% | Add +0.1% | 22,289 | $3.9M |
| Prosperity Planning, Inc. | 1.73% | Reduce -1.2% | 22,228 | $3.8M |
| Keyvantage Wealth, LLC | 1.87% | Reduce -44.5% | 22,202 | $3.8M |
| Renaissance Technologies | 0.01% | Add +91.4% | 22,200 | $3.8M |
| Victrix Investment Advisors | 2.01% | New | 22,997 | $3.8M |
| Clarius Group, LLC | 0.24% | Reduce -1.8% | 22,143 | $3.8M |
| Davidson Trust Co. | 1.82% | Reduce -2.0% | 22,098 | $3.8M |
| NorthStar Asset Management LLC | 2.38% | Reduce -0.1% | 22,064 | $3.8M |
| Pioneer Wealth Management Group | 1.64% | — | 22,017 | $3.8M |
| Old National Bancorp | 0.10% | Reduce -4.9% | 21,975 | $3.8M |
| Avidian Wealth Enterprises, LLC | 0.17% | Add +0.6% | 21,954 | $3.8M |
| Quadcap Wealth Management, LLC | 0.55% | Reduce -26.0% | 21,829 | $3.8M |
| GFS Advisors, LLC | 0.76% | Reduce -6.4% | 21,815 | $3.8M |
| LifePlan Investment Advisors, Inc. | 2.16% | Add +10.3% | 21,765 | $3.8M |
| TRUE Private Wealth Advisors | 0.46% | Add +2.4% | 21,745 | $3.8M |
| Emergent Wealth Advisors, LLC | 2.72% | Add +8.1% | 21,704 | $3.7M |
| Smartleaf Asset Management LLC | 0.36% | Add +26.7% | 21,944 | $3.7M |
| Paces Ferry Wealth Advisors, LLC | 1.86% | Add +0.4% | 21,654 | $3.7M |
| Synovus Financial Corp. | 0.05% | Add +31.6% | 21,612 | $3.7M |
| XML Financial, LLC | 0.35% | Add +1.0% | 21,473 | $3.7M |
| Independent Financial Group, LLC | 0.13% | Reduce -0.4% | 21,402 | $3.7M |
| Magnus Financial Group LLC | 0.36% | Add +1.9% | 21,329 | $3.7M |
| Tobias Financial Advisors, Inc. | 0.71% | Reduce -0.1% | 21,311 | $3.7M |
| Moisand Fitzgerald Tamayo, LLC | 0.51% | Reduce -0.1% | 21,304 | $3.7M |
| Root Financial Partners, LLC | 0.39% | Add +16.7% | 21,278 | $3.7M |
| King Wealth Management Group | 0.56% | Add +4.3% | 21,204 | $3.7M |
| Moser Wealth Advisors, LLC | 1.92% | Add +10.7% | 21,200 | $3.7M |
| Maxele Advisors, LLC | 3.53% | Add +17.0% | 21,172 | $3.7M |
| Acropolis Investment Management, LLC | 0.22% | Add +20.8% | 21,165 | $3.7M |
| Hubbell Strickland Wealth Management, LLC | 1.73% | Add +0.6% | 21,153 | $3.7M |
| United Bank | 1.50% | Add +0.4% | 21,054 | $3.6M |
| Wealth Advisory Solutions, LLC | 0.96% | Add +13.3% | 20,974 | $3.6M |
| Siligmueller & Norvid Wealth Advisors LLC | 1.53% | No change | 20,952 | $3.6M |
| SageView Advisory Group, LLC | 0.15% | Reduce -8.3% | 20,951 | $3.6M |
| Carret Asset Management, LLC | 0.41% | Reduce -0.4% | 20,868 | $3.6M |
| Pallas Capital Advisors LLC | 0.15% | Reduce -1.9% | 20,813 | $3.6M |
| Kuhn & Co Investment Counsel | 3.03% | Add +7.8% | 20,810 | $3.6M |
| United Advisor Group, LLC | 0.73% | Add +10.3% | 20,709 | $3.6M |
| Axxcess Wealth Management, LLC | 0.10% | Add +76.1% | 20,709 | $3.6M |
| Triune Financial Partners, LLC | 1.13% | Reduce -0.7% | 20,636 | $3.6M |
| Prostatis Group LLC | 1.12% | Add +13.3% | 20,624 | $3.6M |
| City State Bank | 1.17% | Add +8.0% | 20,563 | $3.6M |
| Peak Retirement Planning, Inc. | 1.97% | Add +15.1% | 20,562 | $3.6M |
| Moloney Securities Asset Management, LLC | 0.48% | Add +128.2% | 20,532 | $3.5M |
| Hilltop Holdings Inc. | 0.22% | Add +6.6% | 20,520 | $3.5M |
| Cascade Wealth Advisors, Inc | 2.45% | Reduce -5.2% | 21,678 | $3.5M |
| LifeSteps Financial, Inc. | 2.86% | Add +22.3% | 20,424 | $3.5M |
| Bridgewealth Advisory Group, LLC | 4.63% | Reduce -58.5% | 20,408 | $3.5M |
| Stonegate Investment Group, LLC | 0.09% | Add +13.1% | 20,384 | $3.5M |
| Marotta Asset Management | 0.69% | Add +9.4% | 20,119 | $3.5M |
| ERn Financial, LLC | 0.55% | Reduce -2.6% | 20,318 | $3.5M |
| Uptown Financial Advisors LLC | 3.63% | Reduce -0.3% | 20,317 | $3.5M |
| Lindbrook Capital, LLC | 0.32% | Add +0.1% | 20,282 | $3.5M |
| Old North State Wealth Management, LLC | 1.95% | Reduce -0.6% | 20,256 | $3.5M |
| MV Capital Management, Inc. | 0.37% | Add +23.0% | 20,208 | $3.5M |
| Arete Wealth Advisors, LLC | 0.26% | Add +27.5% | 20,066 | $3.5M |
| Tacita Capital Inc | 2.50% | Reduce -4.7% | 20,052 | $3.5M |
| Theory Financial LLC | 1.45% | Reduce -1.4% | 19,959 | $3.4M |
| Evanson Asset Management, LLC | 0.24% | Reduce -5.5% | 19,953 | $3.4M |
| Milestone Investment Advisors LLC | 0.96% | Reduce -1.9% | 19,919 | $3.4M |
| Strategic Financial Partners, Ltd. | 1.80% | Reduce -0.4% | 19,794 | $3.4M |
| Roof Eidam Maycock Peralta, LLC | 0.90% | Add +38.2% | 19,714 | $3.4M |
| DT Investment Partners, LLC | 0.33% | Reduce -0.5% | 19,590 | $3.4M |
| Segment Wealth Management, LLC | 0.23% | No change | 19,590 | $3.4M |
| Fiduciary Financial Group, LLC | 0.74% | Add +190.1% | 21,166 | $3.4M |
| Sawgrass Asset Management LLC | 0.41% | Reduce -2.8% | 19,461 | $3.4M |
| Litman Gregory Wealth Management LLC | 0.29% | Add +0.0% | 19,422 | $3.4M |
| Nicolet Bankshares Inc. | 0.67% | Reduce -0.8% | 19,396 | $3.4M |
| Strategic Financial Concepts, LLC | 0.63% | Add +9.9% | 19,346 | $3.3M |
| Forza Wealth Management, LLC | 1.50% | Add +10.4% | 19,277 | $3.3M |
| Insight Advisors, LLC/ PA | 0.58% | Add +0.0% | 19,220 | $3.3M |
| Joel Isaacson & Co., LLC | 0.15% | Add +41.3% | 19,169 | $3.3M |
| Empower Advisory Group, LLC | 0.01% | Add +3.8% | 19,095 | $3.3M |
| Financial Advocates Investment Management | 0.23% | Reduce -64.5% | 18,984 | $3.3M |
| NORTHSTAR ASSET MANAGEMENT Co | 0.79% | Add +7.9% | 18,915 | $3.3M |
| Tradewinds, LLC. | 0.92% | Add +54.3% | 18,880 | $3.3M |
| Leavell Investment Management, Inc. | 0.16% | Add +1.4% | 18,871 | $3.3M |
| Moneco Advisors, LLC | 0.34% | Add +0.8% | 18,781 | $3.2M |
| Cambiar Investors LLC | 0.14% | Add +86.6% | 18,764 | $3.2M |
| Meeder Advisory Services, Inc. | 0.19% | Add +27.4% | 18,762 | $3.2M |
| Principle Wealth Partners LLC | 0.23% | Add +1.2% | 18,736 | $3.2M |
| Cornerstone Advisory, LLC | 0.38% | Add +5.3% | 19,384 | $3.2M |
| Sheets Smith Wealth Management | 0.40% | Add +0.0% | 18,667 | $3.2M |
| L.K. Benson & Company, P.C. | 2.21% | Reduce -8.5% | 18,511 | $3.2M |
| United Bank | 0.41% | Reduce -21.0% | 18,453 | $3.2M |
| Weitzel Financial Services, Inc. | 1.52% | Add +3.8% | 19,043 | $3.2M |
| AdvisorNet Financial, Inc | 0.24% | Add +2.4% | 18,349 | $3.2M |
| Luminvest Wealth Management LLC | 1.31% | Add +0.5% | 18,345 | $3.2M |
| JFS Wealth Advisors, LLC | 0.21% | Add +787.5% | 18,327 | $3.2M |
| Glenview Trust Co | 0.06% | Reduce -6.6% | 18,235 | $3.1M |
| Clear Creek Financial Management, LLC | 0.33% | Reduce -4.2% | 18,220 | $3.1M |
| Sage Mountain Advisors LLC | 0.23% | Reduce -0.1% | 18,168 | $3.1M |
| WoodTrust Financial Corp | 0.44% | Add +9.3% | 18,105 | $3.1M |
| Compass Advisory Group LLC | 1.08% | Reduce -3.1% | 18,034 | $3.1M |
| Northeast Investment Management | 0.14% | Add +0.5% | 17,994 | $3.1M |
| Monument Group Wealth Advisors, LLC | 2.15% | Add +15.1% | 17,993 | $3.1M |
| Fonville Wealth Management LLC | 0.92% | Add +4.7% | 18,447 | $3.1M |
| Beacon Financial Advisory LLC | 0.93% | Add +15.2% | 17,846 | $3.1M |
| Maia Wealth LLC | 0.70% | Add +3.4% | 18,777 | $3.1M |
| Aspen Grove Capital, LLC | 0.59% | Add +0.8% | 17,806 | $3.1M |
| FDx Advisors, Inc. | 1.00% | Reduce -2.0% | 17,738 | $3.1M |
| Intrinsic Value Partners, LLC | 3.02% | Add +75.5% | 17,692 | $3.1M |
| Carnegie Investment Counsel | 0.07% | Add +2.4% | 19,408 | $3.0M |
| Waddell & Associates, LLC | 0.37% | Add +0.6% | 17,504 | $3.0M |
| WESCAP Management Group, Inc. | 0.74% | Add +2.1% | 17,499 | $3.0M |
| Chemistry Wealth Management LLC | 0.70% | Reduce -13.2% | 17,412 | $3.0M |
| Amara Financial, Llc. | 2.77% | Add +0.5% | 17,326 | $3.0M |
| Regions Financial Corp. | 0.02% | Reduce -2.8% | 17,250 | $3.0M |
| LM Advisors LLC | 0.54% | Reduce -0.4% | 17,232 | $3.0M |
| Alamar Capital Management, LLC | 1.76% | Add +31.6% | 17,103 | $3.0M |
| Global Wealth Management Investment Advisory, Inc. | 0.59% | Add +4.6% | 17,067 | $2.9M |
| BKM Wealth Management, LLC | 1.21% | Add +3.2% | 17,051 | $2.9M |
| Salomon & Ludwin, LLC | 0.31% | Reduce -6.6% | 17,047 | $2.9M |
| Crown Wealth Group, LLC | 1.52% | Add +742.2% | 17,020 | $2.9M |
| Prospera Capital Management, LLC | 1.89% | Add +7.4% | 16,943 | $2.9M |
| Tocqueville Asset Management L.P. | 0.05% | Add +0.0% | 16,939 | $2.9M |
| SeaCrest Wealth Management, LLC | 0.33% | Add +0.6% | 16,937 | $2.9M |
| Archvest Wealth Advisors, Inc. | 2.41% | Add +19.5% | 16,857 | $2.9M |
| Ritholtz Wealth Management | 0.09% | Add +2.7% | 16,828 | $2.9M |
| Walter & Keenan Wealth Management LLC /in/ | 0.87% | Reduce -0.7% | 16,799 | $2.9M |
| Thoroughbred Financial Services, LLC | 0.18% | Add +3.0% | 16,798 | $2.9M |
| Simplicity Wealth,LLC | 0.23% | Add +294.6% | 16,787 | $2.9M |
| Private Trust Co. NA | 0.30% | Add +5.2% | 16,779 | $2.9M |
| Autumn Glory Partners, LLC | 1.44% | Reduce -1.2% | 16,763 | $2.9M |
| Liberty Wealth Management LLC | 0.55% | Reduce -5.5% | 16,758 | $2.9M |
| McAdam, LLC | 0.18% | Reduce -5.3% | 16,679 | $2.9M |
| SlateStone Wealth, LLC | 0.29% | Reduce -21.6% | 16,668 | $2.9M |
| Main Street Financial Solutions, LLC | 0.25% | Reduce -20.9% | 16,666 | $2.9M |
| MSH Capital Advisors LLC | 0.89% | Add +0.1% | 16,614 | $2.9M |
| Stage Harbor Financial, LLC | 2.41% | Add +18.9% | 16,452 | $2.8M |
| Sageworth Trust Co of South Dakota | 3.41% | No change | 16,400 | $2.8M |
| Aptus Capital Advisors, LLC | 0.03% | Add +18.7% | 16,396 | $2.8M |
| Midwest Capital Advisors, LLC | 1.74% | Reduce -2.7% | 16,391 | $2.8M |
| Gibraltar Capital Management, Inc. | 0.61% | New | 16,312 | $2.8M |
| Northwest Wealth Management, LLC | 0.56% | Reduce -1.4% | 16,269 | $2.8M |
| Marcum Wealth, LLC | 0.24% | Reduce -19.9% | 16,254 | $2.8M |
| Parsons Capital Management Inc. | 0.15% | Reduce -0.7% | 16,211 | $2.8M |
| Western Wealth Management, LLC | 0.19% | Reduce -10.3% | 16,186 | $2.8M |
| Kennicott Capital Management LLC | 1.82% | Reduce -20.6% | 16,167 | $2.8M |
| Lavaca Capital LLC | 1.27% | Add +2.5% | 16,100 | $2.8M |
| Infinity Wealth Counsel, LLC | 2.98% | Add +2.2% | 15,991 | $2.8M |
| CWA Asset Management Group, LLC | 0.13% | Reduce -0.1% | 15,989 | $2.8M |
| Wells Trecaso Financial Group, LLC | 0.92% | Reduce -0.4% | 15,969 | $2.8M |
| Arrien Investments, Inc. | 1.97% | Add +17.8% | 15,918 | $2.7M |
| Wilson & Boucher Capital Management, LLC | 2.04% | Add +1.9% | 15,828 | $2.7M |
| Curran Financial Partners, LLC | 0.67% | Add +57.0% | 15,805 | $2.7M |
| Base Wealth Management LLC | 2.06% | — | 15,660 | $2.7M |
| Howard Wealth Management, LLC | 1.50% | Reduce -0.2% | 15,621 | $2.7M |
| Martin Worley Group | 1.54% | Add +8.9% | 15,581 | $2.7M |
| Welch & Forbes LLC | 0.04% | No change | 15,569 | $2.7M |
| Hurlow Wealth Management Group, Inc. | 0.84% | Reduce -5.1% | 15,558 | $2.7M |
| SwitchPoint Financial Planning, LLC | 2.54% | No change | 15,518 | $2.7M |
| Pillar Financial Advisors, LLC | 1.98% | Add +5.1% | 15,418 | $2.7M |
| Gilliland Jeter Wealth Management LLC | 0.94% | No change | 15,402 | $2.7M |
| Keebeck Wealth Management | 0.39% | Add +0.1% | 15,363 | $2.7M |
| Anchor Investment Management, LLC | 0.25% | Add +2.6% | 15,339 | $2.6M |
| TAGStone Capital, Inc. | 1.30% | Add +7.4% | 15,305 | $2.6M |
| Money Concepts Capital Corp. | 0.20% | Add +1.6% | 15,298 | $2.6M |
| Veridan Wealth LLC | 1.19% | Add +4.0% | 15,195 | $2.6M |
| Intelligence Driven Advisers, LLC | 0.50% | Reduce -4.3% | 15,173 | $2.6M |
| Plancorp, LLC | 0.10% | Add +1.9% | 15,169 | $2.6M |
| Rockbridge Investment Management, LCC | 0.31% | Add +1.0% | 15,006 | $2.6M |
| Tradition Wealth Management, LLC | 0.23% | Add +2.5% | 14,999 | $2.6M |
| Pacific Financial Group Inc. | 2.07% | Reduce -5.3% | 14,857 | $2.6M |
| Apeiron RIA LLC | 0.77% | Add +2.3% | 14,833 | $2.6M |
| Medallion Wealth Advisors, LLC | 1.16% | Add +16.3% | 14,846 | $2.6M |
| Ade, LLC | 1.46% | Reduce -1.2% | 14,707 | $2.5M |
| Advisory Alpha, LLC | 0.09% | Reduce -13.8% | 14,660 | $2.5M |
| Granite Harbor Advisors, Inc. | 1.34% | No change | 14,628 | $2.5M |
| Leo Wealth, LLC | 0.36% | Reduce -8.8% | 14,593 | $2.5M |
| Cloud Capital Management, LLC | 1.78% | — | 14,520 | $2.5M |
| LRI Investments, LLC | 0.24% | Add +464.5% | 14,491 | $2.5M |
| Mayflower Financial Advisors, LLC | 0.38% | Reduce -0.5% | 14,449 | $2.5M |
| North Star Investment Management Corp. | 0.18% | Add +16.9% | 14,371 | $2.5M |
| Forefront Analytics, LLC | 2.85% | Add +9.0% | 14,334 | $2.5M |
| GC Wealth Management RIA, LLC | 0.45% | Add +4.1% | 14,313 | $2.5M |
| Level Four Advisory Services, LLC | 0.10% | Add +83.6% | 14,286 | $2.5M |
| Talon Private Wealth, LLC | 0.33% | Add +26.4% | 14,214 | $2.5M |
| Shepherd Financial Partners LLC | 0.29% | Reduce -1.9% | 14,245 | $2.5M |
| Peapack Gladstone Financial Corp. | 0.04% | Reduce -7.5% | 14,218 | $2.5M |
| Webster Bank, N. A. | 0.27% | Reduce -0.9% | 14,196 | $2.5M |
| Jacobi Capital Management LLC | 0.18% | Add +0.1% | 14,177 | $2.4M |
| Narus Financial Partners, LLC | 0.83% | Add +2.1% | 14,159 | $2.4M |
| Harel Insurance Investments & Financial Services Ltd. | 0.03% | New | 14,045 | $2.4M |
| KMG Fiduciary Partners, LLC | 0.20% | Add +10.0% | 14,035 | $2.4M |
| Smith, Moore & Co. | 0.22% | Reduce -1.8% | 13,991 | $2.4M |
| Pinnacle Financial Partners Inc | 0.05% | Add +2.1% | 13,985 | $2.4M |
| Acas, LLC | 1.84% | Reduce -6.7% | 14,523 | $2.4M |
| TFB Advisors LLC | 0.69% | Reduce -2.0% | 13,958 | $2.4M |
| PFG Investments, LLC | 0.15% | Add +8.3% | 13,937 | $2.4M |
| MRWM Advisors, LLC | 1.67% | Add +21.3% | 13,868 | $2.4M |
| Crestwood Advisors Group, LLC | 0.05% | Reduce -0.1% | 13,859 | $2.4M |
| Keybank National Association | 0.01% | Reduce -4.9% | 13,821 | $2.4M |
| Private Wealth Group, LLC | 1.40% | Reduce -5.2% | 13,820 | $2.4M |
| Nalls Sherbakoff Group, LLC | 1.94% | — | 13,809 | $2.4M |
| Flputnam Investment Management Co. | 0.04% | Add +39.2% | 13,749 | $2.4M |
| Tritonpoint Wealth, LLC | 0.23% | Add +6.1% | 13,683 | $2.4M |
| Maridea Wealth Management LLC | 0.77% | Reduce -46.7% | 13,653 | $2.4M |
| True Link Financial Advisors, LLC | 0.17% | Add +937.2% | 13,566 | $2.3M |
| Cookson Peirce & Co. Inc. | 0.12% | Add +2.8% | 13,565 | $2.3M |
| Probity Advisors, Inc. | 0.45% | Add +1.0% | 13,563 | $2.3M |
| Amplius Wealth Advisors, LLC | 0.24% | Add +11.0% | 13,563 | $2.3M |
| FFT Wealth Management LLC | 0.49% | Add +9.7% | 13,507 | $2.3M |
| Keel Point, LLC | 0.18% | Add +2.1% | 13,506 | $2.3M |
| NWF Advisory Services Inc. | 0.33% | Reduce -3.4% | 13,490 | $2.3M |
| Aua Capital Management, LLC | 1.52% | Reduce -2.0% | 13,483 | $2.3M |
| Twin Focus Capital Partners, LLC | 0.36% | Add +0.9% | 13,422 | $2.3M |
| Wells Financial Advisors INC | 3.19% | Add +6.7% | 13,402 | $2.3M |
| Jaffetilchin Investment Partners, LLC | 0.17% | Add +26.9% | 13,323 | $2.3M |
| Larson Financial Group LLC | 0.11% | Add +10.9% | 13,309 | $2.3M |
| 2UniFi Bank | 1.49% | Add +17.3% | 12,905 | $2.3M |
| Alpine Bank Wealth Management | 0.37% | — | 13,220 | $2.3M |
| Canvas Wealth Advisors, LLC | 0.58% | Add +26.0% | 13,948 | $2.3M |
| West Bancorporation Inc. | 1.53% | Reduce -3.3% | 13,032 | $2.3M |
| Taylor Financial Group, Inc. | 1.55% | Add +5.0% | 12,934 | $2.2M |
| New Wave Wealth Advisors LLC | 1.00% | Add +60.0% | 12,916 | $2.2M |
| Capital Management Associates, Inc | 0.50% | Add +108.8% | 12,886 | $2.2M |
| Camelot Portfolios, LLC | 1.38% | Add +20.7% | 12,885 | $2.2M |
| Capstone Wealth Management Group, LLC | 1.27% | Reduce -0.1% | 12,859 | $2.2M |
| SOA Wealth Advisors, LLC. | 0.46% | Reduce -0.2% | 12,846 | $2.2M |
| Keystone Wealth Services, LLC | 0.60% | Add +67.3% | 12,800 | $2.2M |
| WealthTrak Capital Management LLC | 1.90% | Reduce -3.6% | 12,790 | $2.2M |
| Ashton Thomas Securities, LLC | 0.61% | Add +0.6% | 12,787 | $2.2M |
| Planning Directions Inc. | 0.94% | Add +26.3% | 12,761 | $2.2M |
| GAMMA Investing LLC | 0.16% | Add +15.4% | 12,708 | $2.2M |
| Atlas Brown,Inc. | 0.77% | Reduce -0.4% | 12,696 | $2.2M |
| Banco Santander, S.A. | 0.02% | Add +91.5% | 12,659 | $2.2M |
| Astra Wealth Partners LLC | 2.09% | Add +2.6% | 12,647 | $2.2M |
| Riverchase Wealth Management, LLC | 1.52% | Reduce -5.4% | 12,573 | $2.2M |
| Asset Dedication, LLC | 0.18% | Add +5.8% | 12,535 | $2.2M |
| Topsail Wealth Management, LLC | 0.44% | No change | 12,514 | $2.2M |
| Fjell Capital, LLC | 2.19% | Add +4.7% | 12,479 | $2.2M |
| Blue Barn Wealth, LLC | 1.12% | Reduce -29.5% | 12,441 | $2.1M |
| Zions Bancorporation, National Association | 0.14% | — | 12,431 | $2.1M |
| Alta Wealth Advisors LLC | 0.98% | Add +2.8% | 12,372 | $2.1M |
| Evermay Wealth Management LLC | 0.28% | Reduce -0.2% | 12,242 | $2.1M |
| Evergreen Wealth Management, LLC | 1.26% | Reduce -1.0% | 12,187 | $2.1M |
| Next Level Private LLC | 0.78% | Reduce -0.6% | 12,177 | $2.1M |
| K2 Financial Inc. | 2.03% | Add +3.3% | 13,021 | $2.1M |
| Choate Investment Advisors | 0.05% | No change | 11,936 | $2.1M |
| Becker Capital Management Inc. | 0.07% | Add +0.5% | 11,878 | $2.1M |
| Stonehearth Capital Management, LLC | 0.85% | Add +5.1% | 11,865 | $2.0M |
| American Institute for Advanced Investment Management, LLP | 1.56% | Add +22.5% | 11,826 | $2.0M |
| Everest Private Wealth | 1.86% | Add +0.1% | 11,806 | $2.0M |
| Hanover Advisors Inc. | 0.88% | Add +1.2% | 11,794 | $2.0M |
| Wiser Advisor Group LLC | 3.01% | Reduce -0.2% | 11,791 | $2.0M |
| International Assets Investment Management, LLC | 0.18% | Reduce -6.1% | 11,780 | $2.0M |
| Truepoint, Inc. | 0.06% | Reduce -4.4% | 11,754 | $2.0M |
| Verum Partners LLC | 0.55% | Reduce -5.8% | 11,719 | $2.0M |
| Richard P Slaughter Associates Inc | 0.47% | Reduce -82.5% | 11,701 | $2.0M |
| Paragon Private Wealth Management, LLC | 0.93% | Reduce -9.1% | 11,619 | $2.0M |
| Investor's Fiduciary Advisor Network, LLC | 0.95% | Add +12.5% | 11,624 | $2.0M |
| McMill Wealth Management | 0.72% | Add +298.1% | 11,618 | $2.0M |
| PDS Planning, Inc | 0.17% | Reduce -0.1% | 11,522 | $2.0M |
| Bridges Investment Management Inc. | 0.03% | Add +2.3% | 11,520 | $2.0M |
| GPS Wealth Strategies Group, LLC | 0.27% | Reduce -6.8% | 11,462 | $2.0M |
| Rollins Financial Advisors, LLC | 0.34% | Reduce -8.0% | 11,456 | $2.0M |
| Sagace Wealth Management LLC | 1.49% | Reduce -2.2% | 11,408 | $2.0M |
| Tme Financial, Inc. | 1.70% | Reduce -15.9% | 11,328 | $2.0M |
| MilWealth Group LLC | 0.54% | Reduce -5.0% | 11,275 | $1.9M |
| North Star Asset Management Inc. | 0.09% | Reduce -0.6% | 11,262 | $1.9M |
| SIMA Wealth Partners, LLC | 1.61% | No change | 11,238 | $1.9M |
| Center for Financial Planning, Inc. | 0.25% | Add +13.1% | 11,215 | $1.9M |
| One Day In July LLC | 0.19% | Add +13.1% | 11,212 | $1.9M |
| Florida Trust Wealth Management Co | 0.06% | Add +3.5% | 11,172 | $1.9M |
| Migdal Insurance & Financial Holdings Ltd. | 0.03% | Add +2.2% | 11,158 | $1.9M |
| Gradient Capital Advisors, LLC | 0.63% | Add +4.1% | 11,141 | $1.9M |
| Tidal Investments LLC | 0.02% | Add +58.3% | 11,134 | $1.9M |
| Freestone Capital Holdings, LLC | 0.07% | Add +17.1% | 11,107 | $1.9M |
| Johnson Financial Group, Inc. | 0.09% | Reduce -1.8% | 11,060 | $1.9M |
| Bernardo Wealth Planning LLC | 0.46% | Reduce -1.7% | 11,057 | $1.9M |
| Covenant Asset Management, LLC | 0.48% | Reduce -3.9% | 11,021 | $1.9M |
| Beaird Harris Wealth Management, LLC | 0.16% | Reduce -0.6% | 11,014 | $1.9M |
| Greenleaf Trust | 0.02% | Reduce -2.7% | 11,007 | $1.9M |
| High Net Worth Advisory Group LLC | 0.54% | Add +14.8% | 10,977 | $1.9M |
| Broadleaf Partners, LLC | 0.50% | Add +4.4% | 10,977 | $1.9M |
| Lane & Associates LLC | 1.02% | Add +14.2% | 10,971 | $1.9M |
| RCS Financial Planning, LLC | 1.00% | Reduce -1.3% | 10,923 | $1.9M |
| GHP Investment Advisors, Inc. | 0.09% | Reduce -1.3% | 10,906 | $1.9M |
| VestGen Investment Management | 1.41% | Reduce -88.9% | 10,840 | $1.9M |
| Alpha Zero LLC | 1.42% | Add +5.6% | 10,747 | $1.9M |
| Sandy Spring Bank | 0.08% | No change | 10,729 | $1.9M |
| Verity Asset Management, Inc. | 0.75% | Add +122.7% | 10,698 | $1.8M |
| Nixon Peabody Trust Co. | 0.16% | No change | 10,685 | $1.8M |
| Lion Street Advisors, LLC | 0.59% | Add +8.4% | 10,675 | $1.8M |
| Daymark Wealth Partners, LLC | 0.08% | Reduce -5.7% | 10,670 | $1.8M |
| Benningfield Financial Advisors, LLC | 1.77% | No change | 10,644 | $1.8M |
| Signal Advisors Wealth, LLC | 0.18% | Reduce -2.6% | 10,567 | $1.8M |
| Alpha Cubed Investments, LLC | 0.08% | Reduce -1.1% | 10,498 | $1.8M |
| Invst, LLC | 0.25% | Reduce -40.0% | 10,491 | $1.8M |
| Millington Financial Advisors, LLC | 1.11% | Add +201.8% | 11,165 | $1.8M |
| VeraBank, N.A. | 0.50% | Add +63.4% | 10,450 | $1.8M |
| AIMZ Investment Advisors, LLC | 0.63% | Add +6.3% | 10,445 | $1.8M |
| MOKAN Wealth Management Inc. | 1.09% | Add +12.6% | 10,429 | $1.8M |
| Silver Oak Securities, Incorporated | 0.17% | Add +10.2% | 10,512 | $1.8M |
| Centaurus Financial, Inc. | 0.11% | Add +21.3% | 10,378 | $1.8M |
| Moors & Cabot, Inc. | 0.09% | Reduce -23.0% | 10,355 | $1.8M |
| GenWealth Group, Inc. | 0.39% | Add +6.5% | 10,334 | $1.8M |
| Jackson Hole Capital Partners, LLC | 0.35% | No change | 10,263 | $1.8M |
| Aristotle Capital Management, LLC | 0.00% | Reduce -82.5% | 10,239 | $1.8M |
| Seek First Inc. | 1.56% | — | 10,168 | $1.8M |
| Blodgett Wealth Advisors, LLC | 1.49% | Add +2.9% | 10,153 | $1.8M |
| Sensible Financial Planning & Management, LLC. | 0.35% | Reduce -0.2% | 10,128 | $1.7M |
| McKinley Carter Wealth Services, Inc. | 0.11% | Reduce -2.0% | 10,113 | $1.7M |
| REDW Wealth LLC | 0.65% | Reduce -26.4% | 10,113 | $1.7M |
| Circle Wealth Management, LLC | 0.04% | Add +1.1% | 10,101 | $1.7M |
| Ehrlich Financial Group | 1.27% | Reduce -0.7% | 10,101 | $1.7M |
| Arbor Investment Advisors, LLC | 0.24% | Add +0.7% | 10,065 | $1.7M |
| Deutsche Bank AG | 0.00% | No change | 10,018 | $1.7M |
| Balboa Wealth Partners | 0.42% | Reduce -30.5% | 9,994 | $1.7M |
| Capital Investment Advisors, LLC | 0.03% | Add +17.8% | 9,983 | $1.7M |
| North Ridge Wealth Advisors, Inc. | 1.15% | No change | 9,971 | $1.7M |
| Verus Capital Partners, LLC | 0.17% | Add +0.4% | 9,971 | $1.7M |
| WNY Asset Management, LLC | 0.20% | Add +7.6% | 9,943 | $1.7M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.37% | Reduce -1.1% | 10,440 | $1.7M |
| First National Corp. /Ma/ | 0.38% | Add +7.3% | 9,900 | $1.7M |
| SBI Securities Co., Ltd. | 0.06% | Add +2.7% | 9,898 | $1.7M |
| Bay Capital Advisors, LLC | 1.42% | Reduce -13.4% | 9,880 | $1.7M |
| SteelPeak Wealth, LLC | 0.07% | Reduce -52.8% | 9,868 | $1.7M |
| McClarren Financial Advisors, Inc. | 1.13% | New | 9,486 | $1.7M |
| Barnes Pettey Financial Advisors, LLC | 1.32% | Add +19.5% | 9,836 | $1.7M |
| RTD Financial Advisors, Inc. | 0.23% | Reduce -4.6% | 9,820 | $1.7M |
| Crews Bank & Trust | 0.29% | Add +4.6% | 9,809 | $1.7M |
| Conrad Siegel Investment Advisors, Inc. | 0.43% | Reduce -5.3% | 9,766 | $1.7M |
| Norden Group LLC | 0.19% | Add +28.2% | 9,750 | $1.7M |
| Clarity Capital Partners LLC | 0.68% | Reduce -5.0% | 9,738 | $1.7M |
| Ameriflex Group, Inc. | 0.69% | Add +0.8% | 9,730 | $1.7M |
| Key Financial Inc | 0.36% | No change | 9,695 | $1.7M |
| Charis Legacy Partners, LLC | 3.15% | Add +1.0% | 9,622 | $1.7M |
| First Bancorp, Inc | 1.08% | Add +2.7% | 9,613 | $1.7M |
| Tillman Hartley LLC | 0.48% | Add +1.2% | 9,599 | $1.7M |
| BOS Asset Management, LLC | 0.57% | Reduce -2.0% | 9,521 | $1.6M |
| Tudor Investment Corporation | 0.01% | New | 9,515 | $1.6M |
| Matrix Asset Advisors Inc. | 0.18% | Add +73.1% | 9,494 | $1.6M |
| Valley Forge Investment Consultants Inc. Adv | 0.58% | Reduce -10.4% | 9,461 | $1.6M |
| Causey Wealth LLC | 0.91% | Reduce -1.4% | 9,432 | $1.6M |
| Clark Capital Management Group, Inc. | 0.01% | Reduce -0.5% | 9,428 | $1.6M |
| Patriot Investment Management Group, Inc. | 0.12% | Reduce -4.3% | 9,356 | $1.6M |
| Cornerstone Advisors Asset Management, LLC | 0.33% | Add +195.4% | 9,335 | $1.6M |
| Sandy Cove Advisors, LLC | 0.65% | Add +0.0% | 9,305 | $1.6M |
| Cypress Point Wealth Management, LLC | 0.51% | No change | 9,270 | $1.6M |
| PBMares Wealth Management LLC | 0.32% | Add +6.8% | 9,258 | $1.6M |
| Victory Financial Group, LLC | 0.31% | Add +69.1% | 9,311 | $1.6M |
| Boston Partners | 0.00% | Reduce -81.9% | 9,215 | $1.6M |
| Salus Financial Advisors, LLC | 1.20% | Add +1.6% | 9,168 | $1.6M |
| Princeton Global Asset Management LLC | 0.31% | Reduce -1.6% | 9,154 | $1.6M |
| Integrated Advisors Network LLC | 0.08% | Reduce -7.7% | 9,118 | $1.6M |
| Roffman Miller Associates Inc. | 0.10% | Reduce -5.2% | 9,106 | $1.6M |
| Michels Family Financial, LLC | 1.42% | Add +0.1% | 9,071 | $1.6M |
| Quadrant Capital Group LLC | 0.06% | Reduce -0.4% | 9,050 | $1.6M |
| Howland Capital Management LLC | 0.07% | No change | 9,047 | $1.6M |
| Fiduciary Trust Co | 0.02% | Reduce -5.8% | 9,033 | $1.6M |
| Diversify Advisory Services, LLC | 0.10% | Reduce -0.6% | 9,383 | $1.6M |
| Fortitude Advisory Group L.L.C. | 1.11% | Reduce -8.8% | 9,533 | $1.5M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.05% | Add +1.7% | 8,899 | $1.5M |
| Iowa State Bank | 0.33% | New | 8,891 | $1.5M |
| Davis R M Inc. | 0.03% | Add +15.8% | 8,888 | $1.5M |
| Disciplined Investors, L.L.C. | 1.38% | Reduce -2.2% | 8,872 | $1.5M |
| World Equity Group, Inc. | 0.44% | Reduce -49.1% | 8,867 | $1.5M |
| 4Thought Financial Group Inc. | 0.94% | Add +208.5% | 8,851 | $1.5M |
| Keb Asset Management, LLC | 0.43% | Reduce -1.2% | 8,828 | $1.5M |
| Park Square Financial Group, LLC | 1.21% | Reduce -0.9% | 8,825 | $1.5M |
| Colorado Capital Management, Inc. | 0.71% | Reduce -10.6% | 8,806 | $1.5M |
| FSC Wealth Advisors, LLC | 1.00% | Add +21.6% | 8,804 | $1.5M |
| CRA Financial Services, LLC | 0.26% | Add +0.7% | 8,772 | $1.5M |
| Caldwell Trust Co | 0.16% | Add +1.2% | 8,744 | $1.5M |
| Haverford Trust Co | 0.02% | Reduce -1.7% | 8,720 | $1.5M |
| Maripau Wealth Management LLC | 0.86% | Reduce -14.4% | 8,711 | $1.5M |
| Embree Financial Group | 0.25% | Add +0.1% | 8,695 | $1.5M |
| RDA Financial Network | 0.45% | Reduce -2.2% | 8,681 | $1.5M |
| Forum Financial Management, LP | 0.02% | Add +42.0% | 8,670 | $1.5M |
| Scotia Capital Inc. | 0.01% | Add +21.0% | 8,631 | $1.5M |
| St Germain D J Co. Inc. | 0.07% | Reduce -14.8% | 8,630 | $1.5M |
| Ted Buchan & Co | 0.70% | Reduce -4.3% | 8,613 | $1.5M |
| Calton & Associates, Inc. | 0.34% | New | 8,553 | $1.5M |
| Soltis Investment Advisors LLC | 0.13% | Reduce -15.4% | 8,525 | $1.5M |
| Prosperity Consulting Group, LLC | 0.11% | Reduce -0.8% | 8,524 | $1.5M |
| Curated Wealth Partners LLC | 0.19% | Add +0.0% | 8,506 | $1.5M |
| Hopwood Financial Services, Inc. | 1.13% | Reduce -0.7% | 8,467 | $1.5M |
| Acorn Wealth Advisors, LLC | 0.60% | Reduce -2.6% | 8,381 | $1.4M |
| Flywheel Private Wealth LLC | 1.32% | Add +0.1% | 8,376 | $1.4M |
| Global Trust Asset Management, LLC | 0.88% | Reduce -46.3% | 8,346 | $1.4M |
| Winthrop Advisory Group LLC | 0.17% | Reduce -3.4% | 8,338 | $1.4M |
| PGIM Custom Harvest LLC | 0.03% | Reduce -46.4% | 8,321 | $1.4M |
| Gerber Kawasaki Wealth & Investment Management | 0.06% | Add +3.3% | 8,319 | $1.4M |
| GM Advisory Group, LLC | 0.08% | Add +0.9% | 8,313 | $1.4M |
| Pension & Wealth Management Advisors, Inc. | 0.53% | No change | 8,312 | $1.4M |
| Harmony Asset Management LLC | 0.60% | Add +23.8% | 8,311 | $1.4M |
| Wolff Financial Management LLC | 0.40% | Add +0.6% | 8,301 | $1.4M |
| Procyon Advisors, LLC | 0.09% | Add +0.7% | 8,297 | $1.4M |
| Lifeworks Advisors, LLC | 0.24% | Reduce -11.1% | 8,257 | $1.4M |
| Cobblestone Capital Advisors LLC | 0.08% | Reduce -12.7% | 8,251 | $1.4M |
| Summit Financial Strategies, Inc. | 0.14% | Add +14.7% | 8,241 | $1.4M |
| RPG Investment Advisory, LLC | 0.10% | Add +107.1% | 8,182 | $1.4M |
| Confluence Wealth Services, Inc. | 0.09% | Add +100.3% | 8,606 | $1.4M |
| Synergy Investment Management, LLC | 0.59% | Reduce -2.3% | 8,127 | $1.4M |
| Legacy Capital Wealth Partners, LLC | 0.34% | Add +10.3% | 8,111 | $1.4M |
| Taylor Hoffman Capital Management LLC | 0.52% | Reduce -1.1% | 8,126 | $1.4M |
| Evolution Wealth Advisors, LLC | 0.23% | Add +7.1% | 8,091 | $1.4M |
| Bridgewater Advisors Inc. | 0.12% | New | 8,399 | $1.4M |
| Capital Advisors Wealth Management, LLC | 0.25% | Add +2.0% | 8,081 | $1.4M |
| Journey Advisory Group, LLC | 0.11% | Reduce -44.4% | 8,080 | $1.4M |
| Helium Advisors LLC | 1.02% | Add +0.5% | 8,079 | $1.4M |
| Parkside Financial Bank & Trust | 0.18% | Add +22.1% | 8,008 | $1.4M |
| First Trust Advisors LP | 0.00% | Add +40.8% | 8,008 | $1.4M |
| New England Private Wealth Advisors LLC | 0.21% | Add +0.2% | 8,005 | $1.4M |
| Columbus Macro, LLC | 0.18% | No change | 8,000 | $1.4M |
| Advocate Group LLC | 0.25% | No change | 7,948 | $1.4M |
| Vident Advisory, LLC | 0.02% | Reduce -53.7% | 7,936 | $1.4M |
| Kelman-Lazarov, Inc. | 0.25% | Reduce -9.2% | 7,920 | $1.4M |
| Accurate Wealth Management, LLC | 0.26% | Reduce -8.7% | 8,428 | $1.4M |
| Summit Investment Advisory Services, LLC | 0.67% | Reduce -6.8% | 7,868 | $1.4M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.56% | Add +28.3% | 8,409 | $1.4M |
| Woodside Wealth Management LLC | 1.26% | — | 7,852 | $1.4M |
| Index Fund Advisors, Inc. | 0.08% | Reduce -9.2% | 7,852 | $1.4M |
| Orcam Financial Group | 1.27% | Add +0.2% | 7,827 | $1.4M |
| RS Crum Inc. | 0.36% | No change | 7,820 | $1.4M |
| Pine Harbor Wealth Management, LLC | 0.54% | Add +8.5% | 7,784 | $1.3M |
| Southland Equity Partners LLC | 0.31% | Add +2.7% | 7,768 | $1.3M |
| Retirement Guys Formula LLC | 0.67% | Add +149.4% | 8,125 | $1.3M |
| Graney & King, LLC | 0.99% | Reduce -31.6% | 7,679 | $1.3M |
| Founders Financial Alliance, LLC | 0.32% | Add +12.2% | 7,667 | $1.3M |
| Hoxton Planning & Management, LLC | 0.50% | Reduce -1.2% | 7,661 | $1.3M |
| RiverFront Investment Group, LLC | 0.03% | Reduce -1.0% | 7,630 | $1.3M |
| Mraz, Amerine & Associates, Inc. | 0.23% | Reduce -10.5% | 7,710 | $1.3M |
| Sonoma Private Wealth LLC | 1.82% | Reduce -40.0% | 7,616 | $1.3M |
| Badgley Phelps Wealth Managers, LLC | 0.03% | Reduce -23.1% | 7,616 | $1.3M |
| Investments & Financial Planning, LLC | 0.85% | Add +0.5% | 7,616 | $1.3M |
| Coppell Advisory Solutions LLC | 0.18% | Reduce -0.8% | 7,912 | $1.3M |
| MidAtlantic Capital Management, Inc. | 1.03% | Reduce -0.6% | 7,583 | $1.3M |
| Diversify Wealth Management, LLC | 0.10% | Add +6.4% | 7,862 | $1.3M |
| Baker Boyer National Bank | 0.48% | Reduce -73.2% | 7,559 | $1.3M |
| Absolute Capital Management, LLC | 0.75% | Add +2.0% | 7,555 | $1.3M |
| Burns J W & Co. Inc. | 0.17% | Add +11.0% | 7,548 | $1.3M |
| Compass Capital Corp. /Ma/ | 0.68% | Reduce -33.8% | 7,850 | $1.3M |
| Team Hewins, LLC | 0.50% | Reduce -1.0% | 7,513 | $1.3M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | New | 7,508 | $1.3M |
| Summit Wealth & Retirement Planning, Inc. | 0.40% | Add +77.3% | 7,493 | $1.3M |
| Arlington Financial Advisors, LLC | 0.23% | Add +74.3% | 7,493 | $1.3M |
| May Hill Capital, LLC | 0.48% | Add +15.2% | 7,434 | $1.3M |
| Mission Creek Capital Partners, Inc. | 0.31% | Reduce -1.4% | 7,428 | $1.3M |
| Marks Group Wealth Management, Inc | 0.12% | Reduce -1.5% | 7,426 | $1.3M |
| Mission Financial Group, LLC | 1.18% | — | 6,505 | $1.3M |
| PAX Financial Group, LLC | 0.22% | Reduce -3.5% | 7,321 | $1.3M |
| Binnacle Investments Inc | 0.92% | — | 7,307 | $1.3M |
| CORDA Investment Management, LLC. | 0.10% | Reduce -9.2% | 7,305 | $1.3M |
| Cozad Asset Management Inc. | 0.13% | Add +8.3% | 7,301 | $1.3M |
| Atlas Legacy Advisors, LLC | 0.32% | Reduce -5.4% | 7,214 | $1.3M |
| Certus Wealth Management, LLC | 0.85% | Add +3.9% | 7,272 | $1.2M |
| Chatham Capital Group, Inc. | 0.21% | Add +8.4% | 7,218 | $1.2M |
| Squire Investment Management Company, LLC | 0.52% | Add +18.3% | 7,197 | $1.2M |
| Wealthstream Advisors, Inc. | 0.23% | Add +0.6% | 7,184 | $1.2M |
| Wealth Alliance, LLC | 0.15% | Reduce -29.5% | 7,159 | $1.2M |
| Newman Dignan & Sheerar, Inc. | 0.34% | Reduce -1.3% | 7,155 | $1.2M |
| Freedom Financial Partners LLC | 0.57% | Add +0.2% | 7,149 | $1.2M |
| MGB Wealth Management, LLC | 0.45% | Add +137.6% | 7,141 | $1.2M |
| Fisher Asset Management | 0.00% | Add +27.6% | 7,125 | $1.2M |
| Roberts Glore & Co. Inc. | 0.37% | Reduce -0.7% | 7,102 | $1.2M |
| Round Rock Advisors LLC | 0.23% | Add +21.2% | 7,101 | $1.2M |
| SG Americas Securities, LLC | 0.00% | New | 7,100 | $1.2M |
| Vawter Financial, Ltd. | 0.68% | Add +2.5% | 7,063 | $1.2M |
| FineMark National Bank & Trust | 0.04% | Add +8.1% | 7,049 | $1.2M |
| Wealthcare Capital Partners, LLC | 0.62% | Add +4.3% | 7,017 | $1.2M |
| Purkiss Capital Advisors LLC | 0.91% | Reduce -1.1% | 7,005 | $1.2M |
| Ironwood Financial, llc | 0.26% | Add +15.8% | 6,985 | $1.2M |
| Plante Moran Financial Advisors, LLC | 0.10% | Add +15.0% | 6,926 | $1.2M |
| Essex LLC | 0.26% | Reduce -0.2% | 6,914 | $1.2M |
| Magnolia Private Wealth, LLC | 1.01% | Reduce -30.8% | 6,909 | $1.2M |
| Montecito Bank & Trust | 0.21% | Add +7.7% | 6,871 | $1.2M |
| Tennessee Valley Asset Management Partners | 0.19% | Add +21.7% | 6,844 | $1.2M |
| Tyler-Stone Wealth Management | 0.21% | Add +20.9% | 6,781 | $1.2M |
| Richmond Investment Services, LLC | 0.63% | Reduce -51.7% | 6,764 | $1.2M |
| Ally Invest Advisors Inc. | 0.10% | Add +2.0% | 6,756 | $1.2M |
| Elevatus Welath Management | 0.66% | Add +25.3% | 6,755 | $1.2M |
| WP Advisors, LLC | 0.39% | Add +0.6% | 6,711 | $1.2M |
| Financial Perspectives, Inc | 0.39% | Add +0.3% | 6,667 | $1.2M |
| HBK Sorce Advisory LLC | 0.03% | Reduce -19.1% | 6,657 | $1.1M |
| Aspen Capital Management, LLC | 0.37% | — | 6,620 | $1.1M |
| Geometric Wealth Advisors | 0.20% | Add +60.9% | 6,606 | $1.1M |
| Liberty Square Wealth Partners LLC | 0.43% | Reduce -0.5% | 6,567 | $1.1M |
| CVA Family Office, LLC | 0.17% | Add +29.9% | 6,561 | $1.1M |
| Redwood Financial Network Corp | 0.86% | Add +14.3% | 6,558 | $1.1M |
| Wealth Management Partners, LLC | 0.52% | Reduce -0.6% | 6,550 | $1.1M |
| Operose Advisors LLC | 0.37% | Add +0.1% | 6,534 | $1.1M |
| Smithfield Trust Co | 0.06% | No change | 6,560 | $1.1M |
| Platform Technology Partners | 0.33% | No change | 6,501 | $1.1M |
| WASHINGTON TRUST Co | 0.04% | Add +2.1% | 6,488 | $1.1M |
| Camarda Financial Advisors, LLC | 0.51% | Add +103.5% | 6,487 | $1.1M |
| Brave Asset Management Inc. | 0.35% | Add +1.6% | 6,476 | $1.1M |
| Summit Financial Wealth Advisors, LLC | 0.22% | Reduce -6.7% | 6,453 | $1.1M |
| Fidelis Capital Partners, LLC | 0.12% | No change | 6,663 | $1.1M |
| Evernest Financial Advisors, LLC | 0.39% | Reduce -8.9% | 6,329 | $1.1M |
| Ardent Capital Management, Inc. | 0.47% | No change | 6,315 | $1.1M |
| Whipplewood Advisors, LLC | 0.65% | Add +186.8% | 17,975 | $1.1M |
| Ascentis Independent Advisors | 0.22% | Add +20.9% | 6,293 | $1.1M |
| Copia Wealth Management | 1.01% | Reduce -0.1% | 6,291 | $1.1M |
| Patron Partners, LLC | 0.59% | Reduce -9.0% | 6,290 | $1.1M |
| Oak Wealth Advisors LLC | 0.80% | No change | 6,275 | $1.1M |
| Pinnacle Financial Group, LLC / IL | 0.39% | Add +2.8% | 6,266 | $1.1M |
| Walkner Condon Financial Advisors LLC | 0.22% | Add +4.2% | 6,259 | $1.1M |
| Global Financial Private Client, LLC | 0.41% | Add +0.7% | 6,244 | $1.1M |
| Kohmann Bosshard Financial Services, LLC | 0.13% | Reduce -5.7% | 6,227 | $1.1M |
| Cannon Financial Strategists, Inc. | 0.18% | Add +0.1% | 6,221 | $1.1M |
| Wingate Wealth Advisors, Inc. | 1.24% | Add +15.3% | 6,217 | $1.1M |
| Noesis Capital Mangement Corp. | 0.21% | Add +1.5% | 6,213 | $1.1M |
| Aurelius Family Office LLC | 0.54% | Reduce -3.2% | 6,211 | $1.1M |
| Bowman & Co S.C. | 0.53% | Reduce -2.6% | 6,181 | $1.1M |
| Baring Financial LLC | 0.90% | Reduce -12.1% | 6,172 | $1.1M |
| Teachers Insurance & Annuity Association of America | 1.41% | No change | 6,126 | $1.1M |
| Longview Financial Advisors, Inc. | 0.91% | Reduce -11.3% | 6,118 | $1.1M |
| Battery Global Advisors, LLC | 0.59% | No change | 6,113 | $1.1M |
| Wimmer Associates 1, LLC | 0.56% | Reduce -20.6% | 6,186 | $1.1M |
| Fort Sheridan Advisors LLC | 0.16% | Add +6.5% | 6,104 | $1.1M |
| Harris Associates (Oakmark Funds) | 0.00% | Reduce -58.6% | 6,100 | $1.1M |
| Pinnacle Bancorp, Inc. | 0.34% | Add +2.9% | 6,091 | $1.1M |
| Petix & Botte Co | 0.28% | Add +1.5% | 6,066 | $1.0M |
| Galvin, Gaustad & Stein, LLC | 0.09% | Add +8.0% | 6,047 | $1.0M |
| Hidden Cove Wealth Management, LLC | 0.82% | Reduce -0.9% | 6,040 | $1.0M |
| Private Client Services, LLC | 0.51% | Add +0.7% | 6,022 | $1.0M |
| Advocacy Wealth Management, LLC | 0.07% | New | 6,020 | $1.0M |
| InvesTrust | 0.28% | Add +3.0% | 5,984 | $1.0M |
| Advance Capital Management, Inc. | 0.05% | Reduce -2.9% | 5,982 | $1.0M |
| Retirement Income Solutions, Inc. | 0.22% | No change | 5,982 | $1.0M |
| Caitlin John, LLC | 1.01% | Reduce -18.7% | 5,980 | $1.0M |
| Rockwood Wealth Management, LLC | 0.10% | Add +18.1% | 5,965 | $1.0M |
| First Commonwealth Financial Corp | 0.24% | Reduce -65.4% | 5,949 | $1.0M |
| Bristlecone Advisors, LLC | 0.08% | Add +43.7% | 5,925 | $1.0M |
| Country Club Bank | 0.07% | Add +0.8% | 5,987 | $1.0M |
| Selective Wealth Management, Inc. | 0.44% | Add +0.3% | 6,312 | $1.0M |
| Unconventional Investor, LLC | 0.60% | Add +0.6% | 5,901 | $1.0M |
| Rathbones Group PLC | 0.00% | Add +12.4% | 5,900 | $1.0M |
| Prudential PLC | 0.01% | Reduce -38.2% | 5,897 | $1.0M |
| Aspen Wealth Management LLC | 0.29% | Reduce -0.1% | 5,895 | $1.0M |
| Rather & Kittrell, Inc. | 0.22% | No change | 5,893 | $1.0M |
| Lanark Financial, Inc. | 0.09% | — | 5,824 | $1.0M |
| Abbot Financial Management, Inc. | 0.52% | Add +1.3% | 5,823 | $1.0M |
| Snider Financial Group | 0.33% | Reduce -9.9% | 5,804 | $1.0M |
| Pekin Hardy Strauss, Inc. | 0.12% | Add +33.5% | 5,790 | $1.0M |
| Cohen Investment Advisors LLC | 0.58% | Add +6.1% | 5,788 | $1000K |
| MB Generational Wealth, LLC | 0.75% | No change | 5,781 | $999K |
| Texas Capital Bank Wealth Management Services Inc | 0.10% | Add +0.0% | 5,747 | $993K |
| Peak Financial Management, Inc. | 0.30% | Reduce -4.2% | 5,738 | $991K |
| Security National Bank of So Dak | 0.56% | Add +13.5% | 5,717 | $988K |
| Kathleen S. Wright Associates Inc. | 0.41% | No change | 5,710 | $986K |
| Endowment Wealth Management, Inc. | 0.63% | Reduce -1.8% | 5,699 | $984K |
| Gould Asset Management LLC | 0.20% | Reduce -5.5% | 5,689 | $983K |
| Colonial Trust Co / SC | 0.15% | Add +9.5% | 5,686 | $982K |
| Foster & Motley Inc. | 0.06% | Reduce -3.0% | 5,674 | $980K |
| Alesco Advisors, LLC, An ESL Co | 0.03% | No change | 5,670 | $979K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.16% | Add +256.4% | 5,660 | $978K |
| Berkeley Capital Partners, LLC | 0.27% | Add +0.5% | 5,641 | $974K |
| Barry Investment Advisors, LLC | 0.26% | Reduce -3.0% | 5,627 | $972K |
| Inspirion Wealth Advisors, LLC | 0.13% | No change | 5,624 | $972K |
| KPP Advisory Services LLC | 0.18% | New | 5,620 | $971K |
| Checchi Capital Advisers, LLC | 0.07% | Add +2.3% | 5,619 | $971K |
| Net Worth Advisory Group | 0.30% | Add +11.0% | 5,613 | $970K |
| Bull Oak Capital, LLC | 0.53% | Add +0.6% | 5,607 | $969K |
| Cedar Mountain Advisors, LLC | 0.22% | Reduce -3.9% | 5,606 | $968K |
| Creekside Partners | 0.51% | Add +0.2% | 5,597 | $967K |
| Obermeyer Wealth Partners | 0.05% | Add +34.1% | 5,592 | $966K |
| BridgePort Financial Solutions, LLC | 0.43% | Reduce -2.0% | 5,580 | $964K |
| Regal Investment Advisors LLC | 0.08% | Reduce -36.2% | 5,525 | $954K |
| Zacks Investment Management | 0.01% | Add +8.3% | 5,519 | $953K |
| Capstone Wealth Management Group LLC | 0.76% | Reduce -1.6% | 5,516 | $953K |
| Golden State Wealth Management, LLC | 0.14% | Reduce -33.3% | 5,477 | $946K |
| Texas Bank & Trust Co | 0.40% | Reduce -13.9% | 5,446 | $941K |
| Kitching Partners, LLC | 1.08% | Add +11.7% | 5,439 | $939K |
| Bedel Financial Consulting, Inc. | 0.13% | Reduce -1.7% | 5,635 | $939K |
| TFC Financial Management, Inc. | 0.14% | Add +0.1% | 5,409 | $934K |
| Wrapmanager Inc. | 0.24% | Reduce -4.0% | 5,379 | $929K |
| Wesbanco Bank Inc. | 0.03% | Add +20.8% | 5,378 | $929K |
| Ofc Financial Planning, LLC | 1.05% | Reduce -8.3% | 5,376 | $929K |
| Alaska Wealth Advisors, LLC | 0.14% | Reduce -3.5% | 5,348 | $924K |
| Fortis Capital Advisors, LLC | 0.19% | Add +63.5% | 5,342 | $923K |
| Headinvest, LLC | 0.18% | No change | 5,336 | $922K |
| Goepper Burkhardt LLC | 0.37% | New | 5,331 | $921K |
| Beese Fulmer Investment Management, Inc. | 0.08% | Add +7.5% | 5,293 | $914K |
| 626 Financial, LLC | 0.47% | Reduce -7.5% | 5,287 | $913K |
| Cape Cod Five Cents Savings Bank | 0.08% | No change | 5,212 | $910K |
| First National Trust Co | 0.04% | No change | 5,265 | $909K |
| Annandale Capital, LLC | 0.17% | No change | 5,261 | $909K |
| Cibc World Market Inc. | 0.00% | Reduce -5.4% | 5,248 | $907K |
| Armbruster Capital Management, Inc. | 0.18% | No change | 5,238 | $905K |
| Hutchens & Kramer Investment Management Group, LLC | 0.50% | Add +0.9% | 5,237 | $905K |
| Continuum Wealth Advisors, LLC | 0.46% | Reduce -0.4% | 5,220 | $902K |
| Brown Miller Wealth Management, LLC | 0.31% | No change | 5,220 | $902K |
| Crescent Grove Advisors, LLC | 0.09% | Add +66.4% | 5,216 | $901K |
| ORG Partners LLC | 0.23% | Add +10.6% | 5,216 | $900K |
| PKS Advisory Services, LLC | 0.25% | Add +64.2% | 5,269 | $898K |
| Stelac Advisory Services LLC | 0.37% | No change | 5,200 | $898K |
| Vantage Financial Partners, LLC | 0.22% | Reduce -36.0% | 5,199 | $898K |
| Midwest Financial Group LLC | 0.52% | Add +4.1% | 5,192 | $897K |
| Elios Financial Group Inc. | 0.44% | Add +0.6% | 5,179 | $895K |
| Howe & Rusling Inc. | 0.08% | Reduce -7.7% | 5,172 | $893K |
| Beacon Capital Management, LLC | 0.12% | Reduce -13.9% | 5,166 | $892K |
| Atticus Wealth Management, LLC | 0.29% | Reduce -4.9% | 5,160 | $891K |
| Dana Investment Advisors, Inc. | 0.03% | Reduce -10.7% | 5,155 | $891K |
| Calamos Wealth Management LLC | 0.04% | Add +2.4% | 5,148 | $889K |
| Fairman Group, LLC | 0.81% | Reduce -1.6% | 5,165 | $889K |
| Intrua Financial, LLC | 0.14% | Reduce -51.7% | 5,129 | $886K |
| Essex Bank | 0.22% | Reduce -0.0% | 5,127 | $886K |
| Monterey Private Wealth, Inc. | 0.26% | Add +4.6% | 5,119 | $884K |
| Castlekeep Investment Advisors LLC | 0.45% | Reduce -18.5% | 5,081 | $878K |
| XY Planning Network, Inc. | 0.59% | Reduce -14.0% | 5,080 | $878K |
| TruNorth Capital Management, LLC | 0.22% | Add +85.4% | 5,075 | $877K |
| Latitude Advisors, LLC | 0.51% | Reduce -64.3% | 5,069 | $876K |
| C M Bidwell & Associates Ltd. | 0.53% | Reduce -0.1% | 5,068 | $876K |
| Pecaut & Co. | 0.30% | Add +1.2% | 5,067 | $875K |
| Olde Wealth Management, LLC | 0.31% | Reduce -0.9% | 5,054 | $873K |
| James J. Burns & Company, LLC | 0.15% | Reduce -6.2% | 5,005 | $865K |
| Lam Group, Inc. | 0.64% | Reduce -13.9% | 5,005 | $865K |
| J. Goldman & Co LP | 0.03% | New | 5,000 | $864K |
| LaFleur & Godfrey LLC | 0.12% | Reduce -0.6% | 4,984 | $861K |
| Bremer Bank National Association | 0.15% | No change | 4,984 | $861K |
| Heritage Investment Group, Inc. | 0.16% | Add +0.1% | 4,980 | $860K |
| Kraft, Davis & Associates, LLC | 0.28% | Reduce -1.8% | 5,288 | $858K |
| Sutton Place Investors LLC | 0.58% | Add +25.7% | 4,965 | $858K |
| Capital Advisors Inc. | 0.02% | Add +15.4% | 4,949 | $855K |
| FC Advisory LLC | 0.29% | Add +6.5% | 4,934 | $852K |
| Curtis Advisory Group, LLC | 0.25% | Add +6.4% | 4,929 | $851K |
| Asset Allocation Strategies LLC | 0.21% | Add +7.5% | 4,923 | $850K |
| Silver Coast Investments LLC | 0.32% | Add +7.8% | 4,898 | $846K |
| Lumbard & Kellner, LLC | 0.37% | Reduce -3.4% | 4,893 | $845K |
| Talisman Wealth Advisors LLC | 0.87% | Reduce -3.0% | 4,886 | $844K |
| JPL Wealth Management, LLC | 0.24% | Add +5.9% | 4,879 | $843K |
| Buska Wealth Management, LLC | 0.26% | Add +3.1% | 4,844 | $837K |
| Gerber, LLC | 0.70% | Add +10.5% | 4,839 | $836K |
| Silver Oak Advisory Group, Inc. | 0.44% | Reduce -4.0% | 4,831 | $834K |
| Onyx Bridge Wealth Group LLC | 0.12% | Reduce -22.4% | 4,819 | $832K |
| Foundation Wealth Management, LLC\PA | 0.39% | No change | 4,789 | $827K |
| Thompson Davis & Co., Inc. | 0.65% | Reduce -3.1% | 4,759 | $822K |
| Waterfront Wealth Inc. | 0.20% | Add +8.7% | 4,756 | $822K |
| Northwest Bancshares, Inc. | 0.15% | Add +0.1% | 4,742 | $819K |
| Brown, Lisle/Cummings, Inc. | 0.24% | Add +13.1% | 4,737 | $818K |
| Allie Family Office LLC | 0.45% | Add +2.3% | 4,736 | $818K |
| Venturi Wealth Management, LLC | 0.04% | Add +239.1% | 4,731 | $817K |
| Jackson, Grant Investment Advisers, Inc. | 0.32% | Reduce -5.7% | 4,724 | $816K |
| Guardian Wealth Advisors, LLC / NC | 0.07% | Add +13.2% | 4,723 | $816K |
| Heritage Wealth Management, Inc. | 0.70% | Reduce -4.7% | 4,719 | $815K |
| Dearborn Partners LLC | 0.04% | Reduce -0.6% | 4,714 | $814K |
| Accelerate Investment Advisors LLC | 0.68% | Add +28.4% | 4,711 | $814K |
| AlphaCore Capital LLC | 0.07% | New | 4,699 | $812K |
| Old Second National Bank of Aurora | 0.19% | Add +11.2% | 4,664 | $806K |
| Principal Financial Group Inc. | 0.00% | Add +44.9% | 4,663 | $806K |
| Weaver Consulting Group | 0.24% | Add +3.3% | 4,659 | $805K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.07% | Add +91.5% | 4,654 | $804K |
| SPC Financial, Inc. | 0.07% | Reduce -7.7% | 4,648 | $803K |
| Northstar Advisory Group, LLC | 0.52% | Reduce -2.9% | 4,620 | $798K |
| Diligent Investors, LLC | 0.19% | Reduce -18.7% | 4,620 | $798K |
| Linscomb Wealth, Inc. | 0.04% | Reduce -5.2% | 4,616 | $797K |
| Modern Wealth Management, LLC | 0.03% | Add +6.9% | 4,589 | $793K |
| Shufro Rose & Co. LLC | 0.06% | Add +22.2% | 4,579 | $791K |
| Cassaday & Co Wealth Management LLC | 0.02% | Add +8.6% | 4,577 | $791K |
| Townsend Asset Management Corp. /NC/ | 0.30% | Reduce -2.6% | 4,574 | $790K |
| FSA Advisors, Inc. | 0.63% | Add +56.5% | 4,574 | $790K |
| Conservest Capital Advisors, Inc. | 0.08% | No change | 4,569 | $789K |
| Capital World Investors | 0.00% | Add +35.5% | 4,609 | $787K |
| Fiduciary Alliance LLC | 0.08% | Add +253.5% | 4,549 | $786K |
| LexAurum Advisors, LLC | 0.15% | Reduce -5.1% | 4,543 | $785K |
| Rf&l Wealth Management, LLC | 0.56% | Add +1.9% | 4,540 | $784K |
| Salem Investment Counselors Inc. | 0.03% | Add +0.5% | 4,519 | $781K |
| Buck Wealth Strategies, LLC | 0.14% | New | 4,505 | $778K |
| Hancock Whitney Corp. | 0.03% | Add +20.7% | 4,496 | $777K |
| Rothschild Capital Partners, LLC | 0.20% | Add +34.1% | 4,483 | $774K |
| O'Connor Financial Group LLC | 0.40% | Reduce -26.7% | 4,460 | $771K |
| Trust Co. of Vermont | 0.04% | Add +6.8% | 4,447 | $768K |
| American Money Management, LLC | 0.15% | Add +0.3% | 4,444 | $768K |
| MTM Investment Management, LLC | 0.30% | Reduce -0.0% | 4,454 | $768K |
| Aveo Capital Partners, LLC | 0.13% | Reduce -88.2% | 4,577 | $767K |
| Corepath Wealth Partners LLC | 0.73% | Add +0.6% | 4,724 | $767K |
| DecisionMap Wealth Management, LLC | 0.58% | Reduce -4.5% | 4,434 | $766K |
| Insight Inv LLC | 0.53% | No change | 4,425 | $764K |
| Allred Capital Management, LLC | 0.31% | Add +0.2% | 4,425 | $764K |
| Mullooly Asset Management, Inc. | 0.35% | — | 4,412 | $762K |
| Klingman & Associates, LLC | 0.05% | Reduce -1.1% | 4,408 | $761K |
| Caldwell Sutter Capital, Inc. | 0.36% | Add +0.3% | 4,407 | $761K |
| Horizon Investment Services, LLC | 0.37% | Reduce -3.9% | 4,399 | $760K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +12.6% | 4,391 | $758K |
| Keener Financial Planning LLC | 0.49% | Reduce -17.3% | 4,391 | $758K |
| 1ST Source Bank | 0.04% | Reduce -6.8% | 4,380 | $757K |
| X-Square Capital, LLC | 0.32% | Add +12.7% | 4,358 | $753K |
| My Legacy Advisors, LLC | 0.29% | Add +4.9% | 4,357 | $753K |
| Allegheny Financial Group | 0.19% | Add +6.5% | 4,344 | $750K |
| Williams Jones Wealth Management, LLC. | 0.01% | Add +24.3% | 4,339 | $750K |
| Detalus Advisors, LLC | 0.24% | Add +24.3% | 4,335 | $749K |
| Sagespring Wealth Partners, LLC | 0.02% | Add +0.2% | 4,330 | $748K |
| Mogy Joel R Investment Counsel Inc. | 0.05% | Reduce -11.6% | 4,315 | $745K |
| Guardian Asset Advisors, LLC | 0.49% | Reduce -2.1% | 4,303 | $744K |
| Fairscale Capital, LLC | 0.67% | Add +19.4% | 4,301 | $743K |
| Grove Street Fiduciary, LLC | 0.38% | No change | 4,298 | $743K |
| Ashford Advisors, LLC | 0.19% | No change | 4,293 | $742K |
| EFG Asset Management (Americas) Corp. | 0.15% | No change | 4,286 | $740K |
| Uhlmann Price Securities, LLC | 0.54% | Add +4.6% | 4,239 | $732K |
| Passive Capital Management, LLC. | 0.23% | New | 4,236 | $732K |
| tru Independence LLC | 0.23% | Add +0.2% | 4,213 | $728K |
| BlueSky Wealth Advisors, LLC | 0.11% | No change | 4,199 | $725K |
| AMG National Trust Bank | 0.02% | Add +0.3% | 4,181 | $722K |
| First Community Trust NA | 0.63% | No change | 4,178 | $722K |
| TCI Wealth Advisors, Inc. | 0.06% | Reduce -3.9% | 4,152 | $717K |
| Kavar Capital Partners Group, LLC | 0.12% | No change | 4,150 | $717K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Add +14.3% | 4,143 | $716K |
| Baker Ellis Asset Management LLC | 0.10% | No change | 4,140 | $715K |
| Adell Harriman & Carpenter Inc. | 0.05% | Add +30.4% | 4,133 | $714K |
| JT Stratford LLC | 0.13% | Reduce -33.2% | 4,131 | $714K |
| Pacific Point Advisors, LLC | 0.40% | Add +8.7% | 4,129 | $713K |
| Apollon Financial, LLC | 0.17% | Add +3.9% | 4,119 | $712K |
| Twin City Private Wealth, LLC | 0.63% | Add +0.3% | 4,115 | $711K |
| Massachusetts Financial Services Co. | 0.00% | Reduce -59.9% | 4,111 | $710K |
| Patten Group, Inc. | 0.16% | Add +61.8% | 4,086 | $706K |
| BFI Infinity Ltd. | 0.76% | New | 4,084 | $705K |
| Tanglewood Legacy Advisors, LLC | 0.31% | Reduce -2.4% | 4,080 | $705K |
| Richard W. Paul & Associates, LLC | 0.28% | Reduce -6.3% | 4,079 | $705K |
| Transce3nd, LLC | 0.31% | Add +40.9% | 4,062 | $701K |
| Burney Co./ | 0.03% | Add +24.5% | 4,056 | $701K |
| Bouchey Financial Group, Ltd. | 0.06% | Reduce -3.6% | 4,046 | $699K |
| Hamilton Point Investment Advisors, LLC | 0.13% | Add +10.4% | 4,034 | $697K |
| Raleigh Capital Management Inc. | 0.32% | Reduce -18.1% | 4,030 | $696K |
| Allied Investment Advisors, LLC | 0.13% | Add +127.4% | 4,021 | $695K |
| Icon Wealth Advisors, LLC | 0.06% | Reduce -21.2% | 4,005 | $692K |
| Holos Integrated Wealth LLC | 0.45% | Reduce -8.4% | 4,003 | $691K |
| Code Waechter LLC | 0.57% | No change | 4,000 | $691K |
| Everpar Advisors LLC | 0.37% | Add +0.1% | 3,994 | $690K |
| Rede Wealth, LLC | 0.24% | Add +2.5% | 3,982 | $688K |
| KG Capital Management | 0.22% | Add +158.7% | 3,969 | $686K |
| Keystone Financial Group, Inc. | 0.48% | Reduce -4.5% | 4,099 | $683K |
| NCM Capital Management, LLC | 0.31% | Reduce -1.3% | 3,952 | $683K |
| Lincoln Capital LLC | 0.14% | Add +4.9% | 4,197 | $681K |
| Virtue Capital Management, LLC | 0.08% | New | 3,943 | $681K |
| Winebrenner Capital Management LLC | 0.61% | Reduce -2.2% | 3,937 | $680K |
| Atlantic Union Bankshares Corp | 0.04% | Reduce -1.6% | 3,928 | $679K |
| 1900 Wealth Management LLC | 0.06% | Reduce -6.4% | 3,919 | $677K |
| WPG Advisers, LLC | 0.63% | Reduce -16.5% | 3,918 | $677K |
| CGC Financial Services, LLC | 0.27% | Reduce -2.8% | 3,909 | $675K |
| JP Wealth Management, Inc. | 0.54% | No change | 3,900 | $674K |
| Triangle Securities Wealth Management | 0.17% | Reduce -0.6% | 3,896 | $673K |
| DGS Capital Management, LLC | 0.18% | Reduce -3.8% | 3,889 | $672K |
| Milestone Asset Management, LLC | 0.14% | Add +46.6% | 3,886 | $671K |
| Busey Bank | 0.02% | Reduce -0.4% | 3,881 | $670K |
| Capital International Investors | 0.00% | Add +36.7% | 3,923 | $670K |
| Summit Wealth Partners, LLC | 0.14% | Add +0.6% | 3,874 | $669K |
| LMG Wealth Partners, LLC | 0.15% | Add +1.6% | 3,865 | $668K |
| CWC Advisors, LLC. | 0.38% | Add +10.0% | 3,854 | $666K |
| Roxbury Financial LLC | 0.65% | Add +4.7% | 3,735 | $665K |
| One Wealth Advisors, LLC | 0.10% | Reduce -1.8% | 3,851 | $665K |
| Accredited Investor Services, LLC | 0.55% | New | 3,813 | $659K |
| Certuity, LLC | 0.07% | Add +23.6% | 3,806 | $658K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 3,796 | $656K |
| ARK & TLK Investments, LLC | 0.23% | Reduce -2.0% | 3,793 | $655K |
| Westmount Partners, LLC | 0.20% | Add +0.0% | 3,787 | $654K |
| Heritage Wealth Advisors | 0.03% | No change | 3,787 | $654K |
| Glen Eagle Advisors, LLC | 0.11% | Add +3.3% | 3,780 | $653K |
| Axis Wealth Partners, LLC | 0.48% | Reduce -1.1% | 3,776 | $652K |
| Discipline Wealth Solutions, LLC | 0.31% | Reduce -8.6% | 3,775 | $652K |
| Archer Investment Corp | 0.17% | Reduce -9.0% | 3,769 | $651K |
| Syntegra Private Wealth Group, LLC | 0.08% | Reduce -7.1% | 3,762 | $650K |
| Cypress Wealth Services, LLC | 0.13% | No change | 3,758 | $649K |
| Advisor OS, LLC | 0.07% | Add +56.1% | 3,757 | $649K |
| Sage Private Wealth Group, LLC | 0.49% | New | 3,752 | $648K |
| J. Safra Sarasin Holding AG | 0.01% | Add +11.9% | 3,750 | $648K |
| Note Advisors, LLC | 0.53% | Reduce -16.2% | 3,725 | $643K |
| American National Bank & Trust | 0.07% | Reduce -10.7% | 3,701 | $639K |
| SJS Investment Consulting Inc. | 0.11% | Add +8.4% | 3,687 | $637K |
| Tarbox Family Office, Inc. | 0.11% | No change | 3,676 | $635K |
| Roehl & Yi Investment Advisors, LLC | 0.34% | Add +3.1% | 3,674 | $635K |
| Fielder Capital Group LLC | 0.18% | No change | 3,668 | $634K |
| Trail Ridge Investment Advisors, LLC | 0.33% | Reduce -23.6% | 3,665 | $633K |
| Destiny Wealth Partners, LLC | 0.10% | Add +75.1% | 3,661 | $632K |
| Smith Asset Management Co., LLC | 0.60% | Add +3.2% | 3,659 | $632K |
| Mediolanum International Funds Ltd | 0.01% | No change | 3,652 | $632K |
| Level Wealth Management LLC | 0.41% | No change | 3,656 | $632K |
| TrueWealth Advisors, LLC | 0.21% | Reduce -16.6% | 3,646 | $630K |
| Baker Tilly Wealth Management, LLC | 0.25% | Reduce -89.7% | 3,646 | $630K |
| apricus wealth, LLC | 0.37% | Add +8.1% | 3,625 | $626K |
| Farmers & Merchants Investments Inc. | 0.02% | Add +108.0% | 3,623 | $626K |
| Planning Center, Inc. | 0.07% | Reduce -14.5% | 3,621 | $625K |
| CPR Investments Inc. | 0.55% | New | 3,620 | $625K |
| Horan Securities, Inc. | 0.24% | New | 3,619 | $625K |
| 10Elms LLP | 0.74% | Reduce -4.0% | 3,611 | $624K |
| Planned Solutions, Inc. | 0.25% | Add +0.8% | 3,592 | $620K |
| Murphy Pohlad Asset Management LLC | 0.26% | Add +5.6% | 3,591 | $620K |
| Eagle Global Advisors LLC | 0.03% | No change | 3,570 | $617K |
| L. Roy Papp & Associates, LLP | 0.08% | Reduce -0.1% | 3,565 | $616K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +73.7% | 3,558 | $615K |
| Shira Ridge Wealth Management | 0.31% | Reduce -3.4% | 3,547 | $613K |
| Indiana Trust & Investment Management Co | 0.22% | No change | 3,546 | $613K |
| Total Clarity Wealth Management, Inc. | 0.20% | No change | 3,618 | $613K |
| Heritage Trust Co | 0.07% | Add +98.7% | 3,543 | $612K |
| Flow Traders U.S. LLC | 0.03% | Reduce -20.9% | 3,534 | $610K |
| Proffitt & Goodson Inc. | 0.10% | Add +2.4% | 3,521 | $608K |
| Hall Capital Management Co. Inc. | 0.28% | Reduce -20.6% | 3,511 | $606K |
| Tilson Financial Group, Inc. | 0.24% | Reduce -4.7% | 3,508 | $606K |
| Fifth Third Wealth Advisors LLC | 0.03% | Add +92.5% | 3,500 | $605K |
| Austin Asset Management Co Inc | 0.13% | Add +0.5% | 3,498 | $604K |
| Windsor Capital Management, LLC | 0.19% | Reduce -3.6% | 3,493 | $603K |
| DDD Partners, LLC | 0.07% | Add +0.0% | 3,490 | $603K |
| Waller Financial Planning Group, Inc. | 0.17% | Add +7.7% | 3,481 | $601K |
| JFG Wealth Management, LLC | 0.14% | Reduce -50.0% | 3,477 | $601K |
| Signal Tree Financial Partners LLC | 0.60% | Reduce -9.9% | 3,476 | $600K |
| Cathy Pareto & Associates, Inc. | 0.53% | Reduce -0.2% | 3,471 | $600K |
| NorthRock Partners, LLC | 0.02% | Add +2.4% | 3,463 | $598K |
| Carl P. Sherr & Co., LLC | 0.33% | Reduce -1.5% | 3,451 | $596K |
| Red Door Wealth Management, LLC | 0.09% | Add +5.5% | 3,447 | $595K |
| Chevy Chase Trust Holdings, LLC | 0.00% | New | 3,446 | $595K |
| Portland Financial Advisors Inc | 1.52% | Add +3.5% | 3,444 | $595K |
| Mason Investment Advisory Services, Inc. | 0.04% | Reduce -2.6% | 3,443 | $595K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.09% | Add +9.8% | 3,480 | $594K |
| Hudock, Inc. | 0.10% | Reduce -77.8% | 3,439 | $594K |
| Stratos Investment Management, LLC | 0.03% | Add +0.2% | 3,433 | $593K |
| Breakwater Investment Management | 0.25% | Add +11.2% | 3,422 | $591K |
| Ariston Services Group | 0.49% | Add +57.1% | 3,418 | $590K |
| Brooklyn Investment Group | 0.13% | Add +212.4% | 3,405 | $588K |
| Annex Advisory Services, LLC | 0.02% | Reduce -2.2% | 3,399 | $587K |
| Institute for Wealth Management, LLC. | 0.08% | Reduce -13.4% | 3,394 | $586K |
| Life Planning Partners, Inc | 0.53% | Reduce -1.4% | 3,393 | $586K |
| HBW Advisory Services LLC | 0.08% | Reduce -18.2% | 3,391 | $586K |
| FAS Wealth Partners, Inc. | 0.05% | Reduce -22.3% | 3,380 | $584K |
| M3 Advisory Group, LLC | 0.46% | Add +33.4% | 3,378 | $584K |
| Sentinel Pension Advisors, LLC | 0.11% | Add +8.5% | 3,366 | $581K |
| VPR Management LLC | 0.28% | No change | 3,350 | $579K |
| Altiora Financial Group, LLC | 0.12% | No change | 3,342 | $577K |
| Legacy Private Trust Co. | 0.04% | Reduce -1.0% | 3,332 | $576K |
| Independent Solutions Wealth Management, LLC | 0.13% | New | 3,329 | $575K |
| Private Management Group Inc. | 0.02% | No change | 3,328 | $575K |
| Howard Bailey Securities, LLC | 0.19% | Reduce -0.5% | 3,323 | $574K |
| Bogart Wealth, LLC | 0.03% | Reduce -1.4% | 3,321 | $574K |
| First National Advisers, LLC | 0.09% | Reduce -0.1% | 3,301 | $570K |
| Sage Financial Management Group, Inc. | 0.21% | No change | 3,302 | $570K |
| Finward Bancorp | 0.49% | Add +2.8% | 3,285 | $567K |
| Glassman Wealth Services | 0.09% | Reduce -2.2% | 3,278 | $566K |
| Hantz Financial Services, Inc. | 0.01% | Add +401.4% | 3,274 | $566K |
| Tiller Private Wealth, Inc. | 0.23% | Reduce -8.3% | 3,265 | $564K |
| Trivium Point Advisory, LLC | 0.07% | Reduce -5.0% | 3,258 | $563K |
| 180 Wealth Advisors, LLC | 0.09% | Reduce -6.7% | 3,257 | $563K |
| Colony Family Offices, LLC | 0.18% | Reduce -18.1% | 3,253 | $562K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | Reduce -7.9% | 3,437 | $561K |
| Alteri Wealth LLC | 0.25% | Reduce -12.9% | 3,244 | $560K |
| Fort Point Capital Partners LLC | 0.06% | Add +0.0% | 3,239 | $559K |
| Ullmann Wealth Partners Group, LLC | 0.07% | Reduce -2.1% | 3,227 | $557K |
| Libra Wealth LLC | 0.21% | Add +31.9% | 3,221 | $556K |
| Barnes Wealth Management Group, Inc | 0.36% | Add +4.9% | 3,220 | $556K |
| Yoder Wealth Management, Inc. | 0.31% | No change | 3,218 | $556K |
| BluePointe Capital Management, LLC | 0.21% | New | 3,210 | $554K |
| Towercrest Capital Management | 0.11% | No change | 3,208 | $554K |
| Trilogy Capital Inc. | 0.03% | Reduce -2.0% | 3,204 | $553K |
| River Wealth Advisors LLC | 0.08% | No change | 3,193 | $552K |
| Investmark Advisory Group LLC | 0.27% | Add +4.1% | 3,191 | $551K |
| BTG Pactual Asset Management US LLC | 0.07% | No change | 3,181 | $549K |
| Sierra Ocean, LLC | 0.43% | No change | 3,180 | $549K |
| Wick Capital Partners, LLC | 0.16% | Add +1.1% | 3,176 | $549K |
| Hill Investment Group Partners, LLC | 0.08% | Reduce -29.8% | 3,165 | $547K |
| SpringVest Wealth Management LLC | 0.45% | Add +53.7% | 3,164 | $547K |
| Putney Financial Group LLC | 0.57% | Reduce -7.2% | 3,150 | $544K |
| Peoples Financial Services Corp. | 0.26% | No change | 3,144 | $543K |
| Garland Capital Management Inc. | 0.51% | Add +0.3% | 3,139 | $542K |
| Leading Edge Financial Planning LLC | 0.17% | Add +3.1% | 3,133 | $541K |
| Allen Capital Group, LLC | 0.06% | Reduce -0.1% | 3,122 | $539K |
| Encompass Wealth Advisors, LLC | 0.22% | No change | 3,120 | $539K |
| Means Investment Co., Inc. | 0.06% | Reduce -3.9% | 3,112 | $538K |
| Sound Income Strategies, LLC | 0.03% | Add +37.8% | 3,107 | $537K |
| MJP Associates Inc. | 0.10% | Add +54.7% | 3,101 | $536K |
| Pacific Sage Partners, LLC | 0.12% | Add +2.9% | 3,094 | $535K |
| Legacy Financial Group LLC | 0.08% | Add +2.2% | 3,082 | $532K |
| Henshaw Capital LLC | 0.02% | No change | 3,075 | $531K |
| Baron Wealth Management LLC | 0.23% | Add +0.6% | 3,075 | $531K |
| Transform Wealth, LLC | 0.03% | Add +1.3% | 3,066 | $530K |
| Financial Gravity Asset Management, Inc. | 0.12% | — | 3,054 | $528K |
| Proficio Capital Partners LLC | 0.04% | Reduce -16.1% | 3,055 | $528K |
| Juncture Wealth Strategies, LLC | 0.20% | Add +1.6% | 3,050 | $527K |
| CM Wealth Advisors LLC | 0.17% | No change | 3,048 | $527K |
| GSG Advisors LLC | 0.17% | Add +0.6% | 3,193 | $523K |
| Evercore Wealth Management, LLC | 0.01% | No change | 3,025 | $523K |
| Archer Investment Management, LLC | 0.36% | New | 3,013 | $520K |
| Heritage Financial Services, LLC | 0.05% | Reduce -8.5% | 3,012 | $520K |
| Towneley Capital Management, Inc / DE | 0.12% | Reduce -7.3% | 3,011 | $520K |
| Holland Advisory Services, Inc. | 0.79% | Add +0.6% | 3,008 | $520K |
| Traphagen Investment Advisors LLC | 0.05% | Reduce -14.1% | 3,001 | $518K |
| SilverOak Wealth Management LLC | 0.11% | No change | 2,995 | $517K |
| Capital Group Private Client Services, Inc. | 0.01% | Reduce -0.1% | 2,989 | $516K |
| German American Bancorp, Inc. | 0.06% | Reduce -6.3% | 2,979 | $515K |
| Landaas & Co. /Wi | 0.14% | No change | 2,951 | $510K |
| Balanced Rock Investment Advisors LLC | 0.41% | Add +5.6% | 2,942 | $508K |
| L.M. Kohn & Company | 0.13% | Add +14.0% | 2,921 | $505K |
| Aprio Wealth Management, LLC | 0.06% | Add +1.0% | 2,914 | $503K |
| Potomac Fund Management Inc. | 0.22% | Reduce -12.2% | 3,169 | $503K |
| Lionshead Wealth Management, LLC | 0.52% | Reduce -45.5% | 2,895 | $500K |
| Colonial River Investments, LLC | 0.28% | Reduce -19.4% | 2,893 | $500K |
| Catalyst Financial Partners LLC | 0.09% | Add +21.5% | 2,875 | $497K |
| Highland Financial Advisors, LLC | 0.18% | Add +4.0% | 2,873 | $496K |
| Coordinated Financial Services, Inc. | 0.39% | — | 2,866 | $495K |
| Stonebridge Financial Planning Group, LLC | 0.23% | Reduce -1.3% | 2,865 | $495K |
| Cambridge Advisors Inc. | 0.11% | No change | 2,850 | $492K |
| Meritage Portfolio Management | 0.03% | Reduce -0.7% | 2,848 | $492K |
| Milestone Asset Management Group, LLC | 0.44% | Add +0.5% | 2,845 | $491K |
| River Street Advisors LLC | 0.24% | Add +9.3% | 2,843 | $491K |
| Meridian Wealth Advisors, LLC | 0.08% | No change | 2,841 | $491K |
| Ironwood Investment Counsel, LLC | 0.08% | Add +13.4% | 2,839 | $490K |
| Patriot Financial Group Insurance Agency, LLC | 0.07% | Add +11.6% | 2,836 | $490K |
| Patton Albertson Miller Group, LLC | 0.07% | No change | 2,835 | $490K |
| Summit Global Investments | 0.04% | Add +4.6% | 2,821 | $487K |
| Ballast, Inc. | 0.14% | No change | 2,811 | $486K |
| Dover Advisors, LLC | 0.21% | New | 2,805 | $485K |
| Moseley Investment Management Inc. | 0.19% | Add +0.0% | 2,789 | $482K |
| Fiduciary Group, LLC | 0.05% | Add +0.0% | 2,787 | $481K |
| ICONIQ Capital, LLC | 0.01% | No change | 2,771 | $479K |
| Wealth Dimensions Group, Ltd. | 0.11% | Add +122.0% | 2,768 | $478K |
| NorthCrest Asset Manangement, LLC | 0.01% | No change | 2,747 | $475K |
| Graypoint LLC | 0.03% | Add +0.1% | 2,729 | $471K |
| Petra Financial Advisors Inc. | 0.38% | Reduce -18.7% | 2,715 | $469K |
| SC&H Financial Advisors, Inc. | 0.09% | Add +0.3% | 2,709 | $468K |
| First National Bank of Mount Dora, Trust Investment Services | 0.11% | No change | 2,708 | $468K |
| Blue Bell Private Wealth Management, LLC | 0.09% | Add +30.4% | 2,705 | $467K |
| Arthur M. Cohen & Associates, LLC | 0.09% | New | 2,704 | $467K |
| First Business Financial Services, Inc. | 0.05% | No change | 2,689 | $464K |
| FWL Investment Management, LLC | 0.17% | Reduce -1.5% | 2,688 | $464K |
| McGlone Suttner Wealth Management, Inc. | 0.08% | Add +74.3% | 2,688 | $464K |
| Prudent Man Investment Management, Inc. | 0.26% | No change | 2,739 | $464K |
| Bank of New Hampshire | 0.12% | No change | 2,670 | $461K |
| Summit Asset Management, LLC | 0.08% | Reduce -4.0% | 2,665 | $460K |
| Eastern Bank | 0.01% | Add +111.1% | 2,664 | $460K |
| Blue Chip Partners, LLC | 0.04% | Add +0.6% | 2,662 | $460K |
| Alliance Wealth Management Group | 0.12% | No change | 2,656 | $459K |
| Gries Financial LLC | 0.09% | New | 2,655 | $459K |
| Weatherly Asset Management L. P. | 0.04% | No change | 2,653 | $458K |
| Safeguard Investment Advisory Group, LLC | 0.12% | Reduce -0.3% | 2,652 | $458K |
| ZynergyRetirementPlanningLLC | 0.32% | Reduce -0.8% | 2,698 | $457K |
| Fulton Bank, N.A. | 0.02% | No change | 2,636 | $455K |
| Strid Group, LLC | 0.07% | No change | 2,621 | $453K |
| Rothschild Investment LLC | 0.03% | Reduce -1.5% | 2,617 | $452K |
| Goldstein Advisors, LLC | 0.07% | No change | 2,612 | $451K |
| Patten & Patten Inc. | 0.03% | No change | 2,612 | $451K |
| Total Investment Management Inc. | 0.06% | Add +0.4% | 2,609 | $451K |
| Brookwood Investment Group LLC | 0.08% | — | 2,602 | $449K |
| Cannell & Spears LLC | 0.01% | Reduce -3.6% | 2,555 | $441K |
| Prosperity Financial Group, Inc. | 0.22% | Add +1.4% | 2,542 | $439K |
| Spinnaker Trust | 0.03% | Reduce -12.4% | 2,538 | $438K |
| Fusion Family Wealth, LLC | 0.04% | Reduce -4.0% | 2,534 | $438K |
| Kingsman Wealth Management, Inc. | 0.32% | — | 2,533 | $438K |
| Center For Asset Management LLC | 0.27% | Reduce -9.2% | 2,530 | $437K |
| Wealth Quarterback LLC | 0.24% | Reduce -3.0% | 2,518 | $435K |
| Ariadne Wealth Management, LP | 0.23% | No change | 2,583 | $434K |
| Next Capital Management LLC | 0.21% | No change | 2,511 | $434K |
| Tenon Financial LLC | 0.27% | Reduce -19.4% | 2,510 | $434K |
| Continental Investors Services, Inc. | 0.86% | Add +2.1% | 2,505 | $433K |
| Robinson Smith Wealth Advisors LLC | 0.36% | Add +10.0% | 2,501 | $432K |
| Legacy Advisors, LLC | 0.04% | Add +19.6% | 2,496 | $431K |
| DiNuzzo Private Wealth, Inc. | 0.05% | Add +0.2% | 2,485 | $429K |
| O'ROURKE & COMPANY, Inc | 0.21% | Add +0.3% | 2,480 | $428K |
| Cidel Asset Management Inc. | 0.03% | No change | 2,475 | $428K |
| Bryant Woods Investment Advisors, LLC | 0.21% | Reduce -10.3% | 2,475 | $428K |
| Traynor Capital Management, Inc. | 0.04% | Reduce -11.2% | 2,471 | $427K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -3.4% | 2,452 | $424K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -14.5% | 2,441 | $422K |
| Kelly Financial Services LLC | 0.15% | Reduce -37.8% | 2,439 | $421K |
| NewSquare Capital LLC | 0.03% | Reduce -3.2% | 2,439 | $421K |
| J. W. Coons Advisors, LLC | 0.11% | Add +2.2% | 2,438 | $421K |
| Barlow Wealth Partners, LLC | 0.06% | No change | 2,552 | $420K |
| Novus Advisors, LLC | 0.42% | Add +5.3% | 2,418 | $418K |
| Mathes Company, Inc. | 0.17% | No change | 2,413 | $417K |
| Tru Independence Asset Management 2, LLC | 0.31% | New | 2,328 | $417K |
| Montis Financial, LLC | 0.12% | New | 2,410 | $416K |
| Carr Financial Group Corp | 0.14% | Add +0.3% | 2,401 | $415K |
| Argentarii, LLC | 0.21% | Add +9.9% | 2,400 | $415K |
| ARS Wealth Advisors Group, LLC | 0.06% | Add +9.5% | 2,399 | $414K |
| BetterWealth, LLC | 0.12% | Reduce -2.3% | 2,395 | $414K |
| Sterling Investment Advisors, Ltd. | 0.10% | Add +31.7% | 2,383 | $412K |
| Fortis Capital Management LLC | 0.08% | Reduce -60.1% | 2,369 | $409K |
| Integrated Capital Management, LLC | 0.23% | Reduce -4.1% | 2,368 | $409K |
| Samalin Investment Counsel, LLC | 0.17% | Add +20.0% | 2,354 | $407K |
| Genesis Private Wealth, LLC | 0.21% | Reduce -1.5% | 2,333 | $403K |
| Hartford Funds Management Co LLC | 0.04% | Reduce -81.7% | 2,324 | $401K |
| Client 1ST Advisory Group, LLC | 0.16% | No change | 2,318 | $400K |
| GatePass Capital, LLC | 0.30% | Add +31.6% | 2,316 | $400K |
| Dynamic Financial Group | 0.40% | Add +0.3% | 2,308 | $399K |
| Synergy Financial Group, LTD | 0.36% | Reduce -0.0% | 2,305 | $398K |
| Members Wealth LLC | 0.30% | Add +0.0% | 2,301 | $398K |
| Cornerstone Financial Group, LLC | 0.36% | Reduce -12.6% | 2,316 | $397K |
| Concorde Asset Management, LLC | 0.21% | Add +13.2% | 2,400 | $397K |
| Naviter Wealth, LLC | 0.05% | Reduce -12.5% | 2,309 | $397K |
| Verus Financial Partners, Inc. | 0.05% | New | 2,429 | $396K |
| Solidarity Wealth, LLC | 0.10% | No change | 2,293 | $396K |
| Horizon Wealth Management, LLC | 0.07% | Add +1.4% | 2,291 | $396K |
| Optima Capital LLC | 0.25% | Reduce -35.1% | 2,288 | $395K |
| Oakworth Capital, Inc. | 0.03% | Reduce -3.1% | 2,285 | $395K |
| Trust Point Inc. | 0.04% | Add +9.2% | 2,284 | $395K |
| Emprise Bank | 0.21% | New | 2,282 | $394K |
| Haven Private, LLC | 0.22% | No change | 2,280 | $394K |
| Merrion Investment Management Co, LLC | 0.28% | New | 2,275 | $393K |
| Sachem Hill LLC | 0.08% | Reduce -2.7% | 2,274 | $393K |
| Fairview Capital Investment Management, LLC | 0.02% | Add +9.7% | 2,272 | $392K |
| Innova Wealth Partners | 0.24% | No change | 2,269 | $392K |
| Wealth Group Ltd | 0.11% | Add +1.0% | 2,267 | $392K |
| Pines Wealth Management, LLC | 0.18% | Reduce -5.5% | 2,539 | $390K |
| MKT Advisors LLC | 0.18% | No change | 2,506 | $390K |
| Comprehensive Money Management Services LLC | 0.31% | Reduce -4.3% | 2,255 | $390K |
| Mason & Associates, LLC | 0.11% | Reduce -2.7% | 2,248 | $388K |
| Austin Wealth Management, LLC | 0.08% | Reduce -3.6% | 2,351 | $388K |
| WealthPLAN Partners, LLC | 0.05% | Add +0.3% | 2,242 | $387K |
| J Hagan Capital, Inc. | 0.31% | — | 2,285 | $387K |
| Greenfield Savings Bank | 0.19% | No change | 2,221 | $384K |
| Madison Wealth Partners, Inc | 0.09% | Reduce -1.5% | 2,211 | $382K |
| Croban | 0.35% | Add +1.0% | 2,209 | $382K |
| Abound Wealth Management | 0.13% | Add +20.3% | 2,207 | $381K |
| Christensen, King & Associates Investment Services, Inc. | 0.18% | Reduce -0.8% | 2,188 | $381K |
| Philip James Wealth Mangement, LLC | 0.05% | Reduce -12.1% | 2,196 | $379K |
| Trek Financial, LLC | 0.03% | Reduce -1.5% | 2,194 | $379K |
| Lazard Asset Management LLC | 0.00% | Reduce -29.4% | 2,199 | $379K |
| TCP Asset Management, LLC | 0.08% | Add +15.5% | 2,191 | $378K |
| Capstone Financial Advisors, Inc. | 0.02% | Add +5.6% | 2,184 | $377K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -34.5% | 2,169 | $375K |
| Independent Wealth Network Inc. | 0.15% | Add +5.5% | 2,159 | $373K |
| DB Fitzpatrick & Co, Inc | 0.35% | Add +17.3% | 2,153 | $372K |
| Verisail Partners, LLC | 0.17% | No change | 2,153 | $372K |
| Saxony Capital Management, LLC | 0.33% | Add +2.8% | 2,148 | $371K |
| Holderness Investments Co. | 0.09% | Add +10.1% | 2,138 | $369K |
| Thomasville National Bank | 0.03% | Reduce -12.6% | 2,138 | $369K |
| Claro Advisors Inc. | 0.05% | Reduce -2.6% | 2,135 | $369K |
| Three Magnolias Financial Advisors, LLC | 0.31% | Add +0.6% | 2,135 | $369K |
| Elevation Point Wealth Partners, LLC | 0.03% | Add +12.6% | 2,134 | $369K |
| Farmers National Bank | 0.10% | No change | 2,134 | $369K |
| Pictet North America Advisors SA | 0.04% | No change | 2,133 | $368K |
| MKD Wealth Coaches, LLC | 0.42% | No change | 2,131 | $368K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +0.1% | 2,124 | $367K |
| Plan A Wealth LLC | 0.28% | Reduce -41.6% | 2,123 | $367K |
| Security National Bank of Sioux City Iowa | 0.27% | Add +10.4% | 2,118 | $366K |
| Atlas Wealth LLC | 0.20% | Reduce -0.2% | 2,114 | $365K |
| Bailard, Inc. | 0.01% | New | 2,106 | $364K |
| Austin Private Wealth, LLC | 0.03% | Reduce -10.7% | 2,099 | $363K |
| Convergence Financial, LLC | 0.07% | Add +27.7% | 2,096 | $362K |
| Harfst & Associates, Inc. | 0.08% | Add +31.0% | 2,096 | $362K |
| S.A. Mason LLC | 0.19% | No change | 2,078 | $359K |
| Canandaigua National Bank & Trust Co. | 0.04% | No change | 2,072 | $358K |
| Drake & Associates, LLC | 0.10% | Add +22.0% | 2,069 | $357K |
| jvl associates llc | 0.14% | Add +39.5% | 2,067 | $357K |
| Miller Financial Services LLC | 0.51% | Reduce -7.4% | 2,065 | $357K |
| Vickerman Investment Advisors, Inc. | 0.08% | New | 2,064 | $357K |
| Applied Capital LLC | 0.17% | No change | 2,062 | $356K |
| First International Bank & Trust | 0.11% | No change | 2,057 | $355K |
| Slagle Financial, LLC | 0.16% | Reduce -1.1% | 2,055 | $355K |
| Arkos Global Advisors | 0.05% | No change | 2,058 | $355K |
| ORBA Wealth Advisors, L.L.C. | 0.18% | Add +3.1% | 2,055 | $355K |
| RHS Financial, LLC | 0.20% | Add +2.2% | 2,054 | $355K |
| Quantum Financial Planning Services, Inc. | 0.19% | Reduce -13.9% | 2,051 | $354K |
| Thor Investment Management Inc. /Oh/ | 0.26% | No change | 2,035 | $352K |
| Franklin Street Advisors Inc. | 0.02% | Add +0.1% | 2,025 | $350K |
| Perissos Private Wealth Management, LLC | 0.32% | Add +32.8% | 2,023 | $350K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +8.3% | 2,014 | $348K |
| Chapin Davis, Inc. | 0.12% | Reduce -49.2% | 2,013 | $348K |
| Revolve Wealth Partners, LLC | 0.05% | Add +43.0% | 2,005 | $346K |
| IAG Wealth Partners, LLC | 0.05% | Add +64.6% | 2,002 | $346K |
| Sovran Advisors, LLC | 0.04% | Reduce -34.9% | 2,136 | $346K |
| Cladis Investment Advisory, LLC | 0.25% | No change | 2,000 | $345K |
| Nicholson Meyer Capital Management, Inc. | 0.32% | — | 1,998 | $345K |
| EWG Elevate Inc. | 0.13% | New | 1,995 | $345K |
| McNamara Financial Services, Inc. | 0.07% | Reduce -28.0% | 1,985 | $343K |
| EnRich Financial Partners LLC | 0.11% | Add +2.8% | 1,977 | $342K |
| Raffa Wealth Management, LLC | 0.08% | Add +0.5% | 1,975 | $341K |
| GeoWealth Management, LLC | 0.01% | Reduce -14.1% | 1,970 | $340K |
| HT Partners LLC | 0.12% | No change | 1,968 | $340K |
| Wrenne Financial Planning LLC | 0.18% | Add +32.3% | 1,962 | $339K |
| Murphy & Mullick Capital Management Corp | 0.33% | Reduce -4.4% | 1,956 | $338K |
| Fidelity D & D Bancorp Inc. | 0.22% | No change | 1,955 | $338K |
| Great Point Wealth Advisors, LLC | 0.07% | No change | 1,955 | $338K |
| Trace Wealth Advisors, LLC | 0.30% | No change | 1,950 | $337K |
| Marion Wealth Management | 0.09% | No change | 1,947 | $336K |
| Stuart Chaussee & Associates, Inc. | 0.08% | No change | 1,946 | $336K |
| Cultivar Capital, Inc. | 0.27% | No change | 1,944 | $336K |
| Creekmur Asset Management LLC | 0.07% | Add +45.0% | 1,941 | $335K |
| Redhawk Wealth Advisors, Inc. | 0.04% | Add +12.6% | 1,938 | $335K |
| Cooper Financial Group | 0.04% | Add +10.4% | 1,934 | $334K |
| National Wealth Management Group, LLC | 0.22% | Add +4.3% | 1,933 | $334K |
| Edge Financial Advisors LLC | 0.21% | Add +6.5% | 1,927 | $333K |
| Arlington Trust Co LLC | 0.07% | Add +83.3% | 1,925 | $333K |
| Guidance Capital, Inc. | 0.10% | Add +1.9% | 1,972 | $332K |
| Retirement Planning Co of New England, Inc. | 0.17% | New | 1,921 | $332K |
| Donaldson Capital Management, LLC | 0.01% | New | 1,912 | $330K |
| Fortress Financial Group, LLC | 0.33% | Add +0.1% | 1,911 | $330K |
| Sfmg, LLC | 0.03% | Reduce -23.7% | 1,909 | $330K |
| Meridian Wealth Partners, LLC | 0.05% | Reduce -16.7% | 1,905 | $329K |
| Seelaus Asset Management LLC | 0.32% | Reduce -19.1% | 1,902 | $329K |
| ABLE Financial Group, LLC | 0.09% | Reduce -14.2% | 1,902 | $329K |
| Van Cleef Asset Management,Inc | 0.04% | No change | 1,900 | $328K |
| Bangor Savings Bank | 0.03% | No change | 1,889 | $326K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.14% | Reduce -0.2% | 1,886 | $326K |
| Capital Advantage, Inc. | 0.06% | No change | 1,922 | $325K |
| Vestia Personal Wealth Advisors | 0.26% | Add +15.6% | 1,880 | $325K |
| Mosaic Financial Group, LLC | 0.26% | No change | 1,871 | $323K |
| Cape Investment Advisory, Inc. | 0.13% | Add +194.8% | 1,869 | $323K |
| Ceera Investments, LLC | 0.11% | Add +3.3% | 1,860 | $321K |
| Appleton Partners Inc. | 0.02% | Add +18.6% | 1,860 | $321K |
| Wharton Business Group, LLC | 0.01% | No change | 1,858 | $321K |
| Edgestream Partners, L.P. | 0.01% | New | 1,854 | $320K |
| GDS Wealth Management | 0.03% | Reduce -18.7% | 1,842 | $318K |
| Vantage Point Financial LLC | 0.16% | Add +1.1% | 1,841 | $318K |
| Denver PWM, LLC | 0.11% | Add +0.6% | 1,839 | $318K |
| Brandes Investment Partners, LP | 0.00% | Reduce -62.4% | 1,838 | $317K |
| FRG Family Wealth Advisors LLC | 0.06% | No change | 1,835 | $317K |
| Rowlandmiller & Partners.adv | 0.07% | Reduce -4.3% | 1,833 | $317K |
| Altfest L J & Co. Inc. | 0.04% | Add +2.4% | 1,832 | $316K |
| Harbor Group, Inc. | 0.06% | Add +4.4% | 1,817 | $314K |
| Versant Capital Management, Inc | 0.05% | Add +0.1% | 1,811 | $313K |
| Whittier Trust Co. | 0.00% | Add +11.2% | 1,808 | $312K |
| Cascade Investment Group, Inc. | 0.24% | No change | 1,806 | $312K |
| Motive Wealth Advisors | 0.17% | Reduce -1.3% | 1,806 | $312K |
| Elser Financial Planning, Inc | 0.43% | New | 1,788 | $309K |
| Aerodigm Wealth, LLC | 0.17% | Reduce -1.2% | 1,785 | $308K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -6.5% | 1,782 | $308K |
| Cedar Point Capital Partners, LLC | 0.21% | Add +2.3% | 1,779 | $307K |
| OneAscent Wealth Management LLC | 0.13% | Reduce -22.0% | 1,772 | $306K |
| WealthPlan Investment Management, LLC | 0.03% | Add +0.6% | 1,769 | $306K |
| Silverlake Wealth Management LLC | 0.12% | Add +3.4% | 1,768 | $305K |
| Syverson Strege & Co | 0.10% | Add +21.5% | 1,767 | $305K |
| New Perspectives, Inc | 0.16% | No change | 1,761 | $304K |
| Carson Advisory Inc. | 0.20% | Reduce -12.4% | 1,759 | $304K |
| Hilltop Wealth Advisors, LLC | 0.17% | Add +1.7% | 1,757 | $304K |
| Tyche Wealth Partners LLC | 0.07% | Add +20.9% | 1,756 | $303K |
| Sterling Investment Counsel, LLC | 0.10% | New | 1,749 | $302K |
| Capital Investment Services of America, Inc. | 0.03% | Add +1.9% | 1,748 | $302K |
| Collaborative Wealth Managment Inc. | 0.14% | Reduce -3.9% | 1,743 | $301K |
| Accretive Wealth Partners, LLC | 0.11% | No change | 1,803 | $300K |
| Beirne Wealth Consulting Services, LLC | 0.11% | No change | 1,737 | $300K |
| JNBA Financial Advisors | 0.03% | Reduce -16.4% | 1,732 | $299K |
| Colton Groome Financial Advisors, LLC | 0.12% | Reduce -14.8% | 1,796 | $299K |
| Peterson Wealth Services | 0.09% | Reduce -88.2% | 1,729 | $299K |
| Centurion Wealth Management LLC | 0.09% | No change | 1,762 | $298K |
| Tranquility Partners, LLC | 0.12% | Add +1.2% | 1,726 | $298K |
| Advisor Resource Council | 0.02% | Reduce -21.7% | 2,433 | $298K |
| Integral Investment Advisors, Inc. | 0.09% | Add +10.6% | 1,719 | $297K |
| Wisconsin Wealth Advisors, LLC | 0.43% | Add +23.4% | 1,715 | $296K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 1,747 | $296K |
| KWB Wealth | 0.04% | Add +0.2% | 1,746 | $296K |
| Ethos Financial Group, LLC | 0.03% | New | 1,708 | $295K |
| Peddock Capital Advisors, LLC | 0.07% | No change | 1,704 | $294K |
| Acorn Financial Advisory Services Inc. | 0.05% | Reduce -14.9% | 1,691 | $292K |
| Jackson Creek Investment Advisors LLC | 0.09% | Add +1.4% | 1,689 | $292K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | No change | 1,690 | $292K |
| Baldwin Wealth Partners LLC | 0.02% | No change | 1,690 | $292K |
| Global Assets Advisory, LLC | 0.05% | New | 1,792 | $291K |
| Reynders McVeigh Capital Management, LLC | 0.02% | No change | 1,687 | $291K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -91.3% | 1,683 | $291K |
| Hanson & Doremus Investment Management | 0.04% | Reduce -2.6% | 1,677 | $290K |
| Legacy Financial Strategies, LLC | 0.06% | Add +8.8% | 1,675 | $289K |
| SK Wealth Management, LLC | 0.15% | Add +12.4% | 1,814 | $288K |
| Axim Planning & Wealth | 0.25% | Add +3.8% | 1,662 | $287K |
| Peoples Bank | 0.19% | Add +3.4% | 1,657 | $286K |
| White Wing Wealth Management | 0.22% | Add +14.3% | 1,767 | $286K |
| Revisor Wealth Management LLC | 0.13% | New | 1,654 | $286K |
| Proactive Wealth Strategies LLC | 0.15% | Add +7.1% | 1,651 | $285K |
| Prasad Wealth Partners, LLC | 0.09% | Add +0.4% | 1,644 | $284K |
| Brooklyn FI, LLC | 0.09% | Reduce -2.0% | 1,642 | $284K |
| True North Advisors, LLC | 0.05% | Add +11.7% | 1,641 | $283K |
| Romano Brothers and Company | 0.04% | New | 1,640 | $283K |
| Cadence Bank | 0.02% | Reduce -2.3% | 1,640 | $283K |
| Adero Partners, LLC | 0.02% | No change | 1,637 | $283K |
| NFSG Corp | 0.07% | Reduce -8.3% | 1,636 | $283K |
| JDM Financial Group LLC | 0.14% | Reduce -0.8% | 1,635 | $282K |
| GEM Asset Management, LLC | 0.16% | Add +0.5% | 1,636 | $282K |
| Ignite Planners, LLC | 0.06% | Add +11.4% | 1,693 | $281K |
| Tompkins Financial Corp. | 0.03% | Add +1365.8% | 1,627 | $281K |
| KCM Investment Advisors LLC | 0.01% | New | 1,625 | $281K |
| Rialto Wealth Management, LLC | 0.09% | Reduce -5.3% | 1,625 | $281K |
| Stegner Investment Associates Inc. | 0.20% | No change | 1,624 | $281K |
| New Republic Capital, LLC | 0.12% | Add +701.0% | 1,618 | $280K |
| RVW Wealth, LLC | 0.03% | Reduce -19.1% | 1,617 | $279K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 1,616 | $279K |
| Semus Wealth Partners LLC | 0.19% | Reduce -0.1% | 1,610 | $278K |
| FourThought Financial Partners, LLC | 0.03% | Add +0.1% | 1,609 | $278K |
| S. R. Schill & Associates | 0.22% | No change | 1,600 | $276K |
| BigSur Wealth Management LLC | 0.07% | No change | 1,600 | $276K |
| Enterprise Bank & Trust Co | 0.11% | Reduce -7.9% | 1,593 | $275K |
| West Financial Advisors, LLC | 0.05% | Add +0.3% | 1,593 | $275K |
| Carnegie Lake Advisors LLC | 0.11% | No change | 1,593 | $275K |
| Wealth Advisors of Iowa, LLC | 0.12% | Add +0.2% | 1,590 | $275K |
| OMNI 360 Wealth, Inc. | 0.18% | No change | 1,585 | $274K |
| Pullen Investment Management, LLC | 0.17% | No change | 1,583 | $273K |
| Seed Wealth Management, Inc. | 0.22% | No change | 1,575 | $272K |
| Iron Horse Wealth Management, LLC | 0.09% | Reduce -2.2% | 1,573 | $272K |
| MPS Loria Financial Planners, LLC | 0.08% | Reduce -28.8% | 1,564 | $270K |
| Highline Wealth Partners LLC | 0.09% | Add +15.0% | 1,554 | $268K |
| Dimension Capital Management LLC | 0.05% | No change | 1,553 | $268K |
| Traction Financial Partners, LLC | 0.21% | Reduce -21.6% | 1,549 | $268K |
| PSI Advisors, LLC | 0.09% | Add +35.3% | 1,549 | $268K |
| Unified Investment Management | 0.32% | No change | 1,546 | $267K |
| Five Oceans Advisors | 0.13% | Reduce -7.4% | 1,544 | $267K |
| Crossmark Global Holdings, Inc. | 0.00% | New | 1,544 | $267K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.11% | Reduce -26.0% | 1,540 | $266K |
| Avalon Capital Management | 0.08% | New | 1,540 | $266K |
| CFS Investment Advisory Services, LLC | 0.02% | Add +10.6% | 1,539 | $266K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -8.0% | 1,540 | $265K |
| Sunpointe, LLC | 0.14% | No change | 1,533 | $265K |
| LMCG Investments, LLC | 0.02% | New | 1,533 | $265K |
| Atlanta Consulting Group Advisors, LLC | 0.08% | Add +18.9% | 1,529 | $264K |
| Jentner Corp | 0.08% | Reduce -3.1% | 1,526 | $264K |
| Welch Group, LLC | 0.01% | No change | 1,542 | $263K |
| Kraft Asset Management, LLC | 0.24% | No change | 1,524 | $263K |
| Aurora Private Wealth, Inc. | 0.21% | Add +6.1% | 1,522 | $263K |
| Heritage Wealth Management, Inc. | 0.09% | New | 1,519 | $262K |
| Navis Wealth Advisors, LLC | 0.25% | New | 1,500 | $259K |
| Gimbal Financial | 0.23% | No change | 1,500 | $259K |
| Portland Global Advisors LLC | 0.03% | No change | 1,500 | $259K |
| Hemenway Trust Co LLC | 0.02% | No change | 1,500 | $259K |
| Portside Wealth Group, LLC | 0.04% | Reduce -66.0% | 1,499 | $259K |
| Lynx Investment Advisory | 0.17% | Add +0.1% | 1,495 | $258K |
| Morton Capital Management LLC | 0.05% | No change | 1,491 | $258K |
| Anderson Hoagland & Co. | 0.03% | No change | 1,674 | $257K |
| Gibson Capital, LLC | 0.05% | New | 1,487 | $257K |
| Private Wealth Management Group, LLC | 0.09% | No change | 1,484 | $256K |
| Private Advisory Group LLC | 0.03% | No change | 1,473 | $254K |
| Truvestments Capital LLC | 0.06% | Add +0.6% | 1,468 | $254K |
| TD Asset Management Inc | 0.00% | Reduce -3.9% | 1,466 | $253K |
| Apriem Advisors | 0.03% | No change | 1,458 | $252K |
| Redmond Asset Management, LLC | 0.06% | Reduce -0.7% | 1,457 | $252K |
| Define Financial, LLC | 0.19% | Reduce -3.3% | 1,551 | $251K |
| Lantz Financial LLC | 0.07% | No change | 1,448 | $250K |
| Sage Investment Counsel LLC | 0.32% | New | 1,444 | $250K |
| Serenus Wealth Advisors, LLC | 0.04% | No change | 1,441 | $249K |
| Novare Capital Management LLC | 0.02% | No change | 1,440 | $249K |
| Columbia Bank | 0.09% | New | 1,439 | $249K |
| Whitaker-Myers Wealth Managers, LTD. | 0.07% | Add +0.6% | 1,438 | $248K |
| Red Lighthouse Investment Management, LLC | 0.10% | Add +18.5% | 1,521 | $248K |
| First Nebraska Trust Co | 0.02% | No change | 1,434 | $248K |
| RAM Investment Partners, LLC | 0.06% | Add +0.3% | 1,429 | $247K |
| Boyce & Associates Wealth Consulting, Inc. | 0.25% | Reduce -22.2% | 1,423 | $246K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +402.1% | 1,426 | $246K |
| FSM Wealth Advisors, LLC | 0.06% | No change | 1,421 | $245K |
| Aviance Capital Partners, LLC | 0.03% | Reduce -6.8% | 1,421 | $245K |
| Wealthstar Advisors, LLC | 0.11% | Reduce -16.4% | 1,420 | $245K |
| PTM Wealth Management, LLC | 0.26% | — | 1,595 | $245K |
| Wealth Group, Ltd. | 0.16% | Reduce -31.4% | 1,419 | $245K |
| Community Financial Services Group, LLC | 0.05% | Reduce -37.4% | 1,417 | $245K |
| Valley Financial Group, Inc. | 0.16% | Reduce -2.1% | 1,413 | $244K |
| McDonald Partners LLC | 0.06% | Add +7.0% | 1,412 | $244K |
| Waterloo Capital, L.P. | 0.02% | Reduce -27.0% | 1,411 | $244K |
| Duncker Streett & Co. Inc. | 0.05% | No change | 1,410 | $244K |
| Sage Capital Advisors,llc | 0.06% | Reduce -4.2% | 1,409 | $243K |
| Realta Investment Advisors | 0.11% | No change | 1,406 | $243K |
| BWM Planning, LLC | 0.10% | Add +0.1% | 1,404 | $243K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.03% | Reduce -10.6% | 1,400 | $242K |
| Capital Investment Counsel, Inc | 0.04% | Reduce -2.1% | 1,398 | $241K |
| Clarity Wealth Advisors, LLC | 0.07% | Reduce -7.1% | 1,397 | $241K |
| Baker Avenue Asset Management, LP | 0.01% | New | 1,397 | $241K |
| Financial Insights, Inc. | 0.10% | No change | 1,389 | $240K |
| Pursue Wealth Partners LLC | 0.15% | New | 1,386 | $239K |
| Channel Wealth LLC | 0.07% | Add +8.5% | 1,386 | $239K |
| Greenspring Advisors, LLC | 0.06% | No change | 1,386 | $239K |
| Harbour Capital Advisors, LLC | 0.06% | Reduce -1.9% | 1,434 | $239K |
| Global Wealth Strategies & Associates | 0.07% | Reduce -3.5% | 1,382 | $239K |
| Stark Wealth Management LLC | 2.45% | Reduce -95.8% | 1,378 | $238K |
| Opal Wealth Advisors, LLC | 0.07% | Reduce -0.4% | 1,378 | $238K |
| Worth Asset Management, LLC | 0.13% | Reduce -91.6% | 1,375 | $238K |
| Smith Salley Wealth Management | 0.02% | Reduce -15.2% | 1,374 | $237K |
| Marco Investment Management LLC | 0.02% | Reduce -0.9% | 1,364 | $236K |
| Seven Mile Advisory | 0.16% | No change | 1,353 | $234K |
| Excalibur Management Corp. | 0.09% | No change | 1,352 | $234K |
| Family Capital Management, Inc. | 0.14% | No change | 1,350 | $233K |
| YHB Investment Advisors, Inc. | 0.02% | New | 1,347 | $233K |
| Curi Capital, LLC | 0.01% | Reduce -72.0% | 1,344 | $232K |
| Triumph Capital Management | 0.08% | New | 1,342 | $232K |
| Kure Advisory, LLC | 0.17% | — | 1,339 | $231K |
| Orion Capital Management LLC | 0.10% | No change | 1,339 | $231K |
| Horizon Family Wealth, Inc. | 0.15% | Add +0.5% | 1,338 | $231K |
| Satovsky Asset Management LLC | 0.05% | Reduce -15.4% | 1,337 | $231K |
| Physician Wealth Advisors, Inc. | 0.04% | Reduce -42.2% | 1,336 | $231K |
| Benchmark Financial Wealth Advisors, LLC | 0.09% | Reduce -13.4% | 1,334 | $230K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -16.1% | 1,334 | $230K |
| Pettyjohn, Wood & White, Inc. | 0.04% | Add +2.4% | 1,333 | $230K |
| Heritage Oak Wealth Advisors LLC | 0.10% | Reduce -20.9% | 1,332 | $230K |
| Maltin Wealth Management, Inc. | 0.11% | Add +0.1% | 1,328 | $229K |
| Wealthquest Corp | 0.02% | No change | 1,325 | $229K |
| Stonebridge Capital Advisors LLC | 0.02% | Reduce -21.6% | 1,324 | $229K |
| Secure Asset Management, LLC | 0.05% | Add +4.5% | 1,323 | $228K |
| St. Clair Advisors, LLC | 0.06% | No change | 1,316 | $227K |
| Northwest Financial Advisors | 0.19% | Reduce -8.4% | 1,314 | $227K |
| Forum Private Client Group LLC | 0.10% | Reduce -0.2% | 1,314 | $227K |
| PCG Wealth Advisors, LLC | 0.08% | No change | 1,312 | $227K |
| Chicago Capital, LLC | 0.01% | Reduce -2.0% | 1,301 | $225K |
| Philadelphia Trust Co. | 0.02% | No change | 1,297 | $224K |
| NRI Wealth Management LC | 0.17% | New | 1,295 | $224K |
| Sonora Investment Management Group, LLC | 0.02% | Add +6.0% | 1,294 | $224K |
| Stablepoint Partners, LLC | 0.04% | Add +4.0% | 1,291 | $223K |
| Sensible Money, LLC | 0.10% | Reduce -18.0% | 1,288 | $222K |
| Eq LLC | 0.10% | No change | 1,288 | $222K |
| Kestra Investment Management, LLC | 0.00% | Reduce -82.6% | 1,287 | $222K |
| Pandora Wealth, Inc. | 0.15% | — | 1,285 | $222K |
| Nemes Rush Group LLC | 0.03% | Reduce -30.4% | 1,285 | $222K |
| Natixis | 0.00% | Reduce -0.4% | 1,288 | $221K |
| JTC Employer Solutions Trustee Ltd | 0.02% | No change | 1,280 | $221K |
| 1834 Investment Advisors Co. | 0.03% | No change | 1,278 | $221K |
| Smith Thornton Advisors LLC | 0.14% | No change | 1,276 | $220K |
| Canal Capital Management, LLC | 0.04% | Add +7.3% | 1,275 | $220K |
| WealthTrust Axiom LLC | 0.07% | No change | 1,274 | $220K |
| Providence Capital Advisors, LLC | 0.05% | Add +0.6% | 1,272 | $220K |
| Aspen Investment Management Inc | 0.10% | New | 1,267 | $219K |
| Lineweaver Wealth Advisors, LLC | 0.04% | New | 1,267 | $219K |
| Callan Capital, LLC | 0.02% | Add +0.3% | 1,260 | $218K |
| M.E. Allison & Co., Inc. | 0.22% | Reduce -2.1% | 1,260 | $218K |
| Parker Investment Management, LLC | 0.04% | New | 1,251 | $216K |
| Fairvoy Private Wealth, LLC | 0.06% | Reduce -4.1% | 1,250 | $216K |
| Priebe Wealth Holdings LLC | 0.13% | No change | 1,243 | $215K |
| Resolute Advisors LLC | 0.06% | Add +0.6% | 1,243 | $215K |
| QTR Family Wealth, LLC | 0.16% | — | 1,241 | $214K |
| WFA Asset Management Corp | 0.11% | Reduce -56.8% | 1,313 | $214K |
| American State Bank (Iowa) | 0.13% | New | 1,236 | $214K |
| Barton Investment Management | 0.03% | No change | 1,235 | $213K |
| Veracity Capital LLC | 0.08% | Reduce -2.2% | 1,235 | $213K |
| Opes Wealth Management LLC | 0.04% | Reduce -3.0% | 1,228 | $212K |
| First Interstate Bank | 0.01% | Reduce -16.5% | 1,228 | $212K |
| Cahaba Wealth Management, Inc. | 0.02% | Add +0.2% | 1,228 | $212K |
| JSF Financial, LLC | 0.06% | Reduce -2.3% | 1,227 | $212K |
| Bernard Wealth Management Corp. | 0.10% | Add +90.7% | 1,224 | $211K |
| Arcadia Wealth Management, Inc. | 0.16% | No change | 1,218 | $210K |
| Stockman Wealth Management, Inc. | 0.03% | New | 1,217 | $210K |
| Farnam Financial LLC | 0.21% | New | 1,215 | $210K |
| Cypress Financial Planning LLC | 0.08% | Reduce -0.1% | 1,215 | $210K |
| Signature Resources Capital Management, LLC | 0.18% | Add +117.6% | 1,212 | $209K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.09% | No change | 1,310 | $209K |
| Laurel Wealth Planning LLC | 0.14% | No change | 1,210 | $209K |
| Joseph P. Lucia & Associates, LLC | 0.10% | Reduce -8.6% | 1,209 | $209K |
| Pennington Partners & Co., LLC | 0.12% | Add +0.1% | 1,209 | $209K |
| Entrewealth, LLC | 0.16% | No change | 1,209 | $209K |
| Shoker Investment Counsel, Inc. | 0.07% | No change | 1,208 | $209K |
| Meridian Financial Advisors, LLC | 0.15% | Add +0.2% | 1,208 | $209K |
| Laurel Wealth Advisors LLC | 0.03% | Add +4.3% | 1,206 | $208K |
| Rodgers Brothers Inc. | 0.03% | No change | 1,204 | $208K |
| Formidable Asset Management, LLC | 0.03% | Reduce -10.1% | 1,202 | $208K |
| Financial Futures Ltd Liability Co. | 0.12% | New | 1,202 | $208K |
| Capital City Trust Co. | 0.06% | Reduce -10.6% | 1,202 | $208K |
| Rappaport Reiches Capital Management, LLC | 0.05% | New | 1,201 | $207K |
| Main Street Group, LTD | 0.09% | Reduce -0.9% | 1,201 | $207K |
| Crux Wealth Advisors | 0.11% | Add +0.9% | 1,200 | $207K |
| Northside Capital Management, LLC | 0.03% | No change | 1,200 | $207K |
| Vaughan David Investments LLC | 0.00% | New | 1,201 | $207K |
| Winch Advisory Services, LLC | 0.05% | Add +1.8% | 1,197 | $207K |
| Ewa, LLC | 0.08% | New | 1,197 | $207K |
| MontVue Capital Management, Inc. | 0.17% | No change | 1,194 | $206K |
| Hobbs Group Advisors, LLC | 0.08% | No change | 1,193 | $206K |
| Avid Wealth Partners LLC | 0.14% | No change | 1,191 | $206K |
| Granite FO LLC | 0.12% | No change | 1,187 | $205K |
| TCTC Holdings, LLC | 0.01% | Add +0.1% | 1,187 | $205K |
| Optivise Advisory Services LLC | 0.12% | New | 1,187 | $205K |
| Curio Wealth, LLC | 0.11% | Reduce -99.4% | 7 | $204K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -80.4% | 1,182 | $204K |
| BancFirst Trust & Investment Management | 0.10% | No change | 1,194 | $204K |
| Wealth Management Nebraska | 0.03% | New | 1,179 | $204K |
| Nestegg Advisors, Inc. | 0.22% | New | 1,172 | $202K |
| Dopkins Wealth Management, LLC | 0.10% | Reduce -1.2% | 1,170 | $202K |
| ShankerValleau Wealth Advisors, Inc. | 0.07% | New | 1,168 | $202K |
| MorganRosel Wealth Management, LLC | 0.06% | New | 1,167 | $202K |
| Millstone Evans Group, LLC | 0.14% | Add +100.7% | 1,164 | $201K |
| Telos Capital Management, Inc. | 0.02% | Reduce -9.6% | 1,164 | $201K |
| Pacifica Partners Inc. | 0.09% | Reduce -11.1% | 1,203 | $201K |
| Foresight Capital Management Advisors, Inc. | 0.12% | New | 1,160 | $200K |
| Westbourne Investments, Inc. | 0.12% | New | 1,160 | $200K |
| Security National Bank | 0.04% | Add +83.8% | 1,158 | $200K |
| one8zero8, LLC | 0.05% | Reduce -18.1% | 1,153 | $199K |
| First Pacific Financial | 0.04% | Reduce -8.4% | 1,149 | $199K |
| Westside Investment Management, Inc. | 0.04% | No change | 1,122 | $194K |
| Financial Freedom, LLC | 0.11% | Add +0.5% | 1,102 | $190K |
| Gen-Wealth Partners Inc | 0.08% | Reduce -27.2% | 1,099 | $190K |
| Anderson Financial Strategies, LLC | 0.12% | New | 1,091 | $188K |
| Stonebridge Financial Group, LLC | 0.02% | Add +4.0% | 1,085 | $187K |
| Hara Capital LLC | 0.12% | No change | 1,065 | $184K |
| EPG Wealth Management LLC | 0.05% | Reduce -9.9% | 1,044 | $180K |
| Elevation Wealth Partners, LLC | 0.08% | No change | 1,040 | $180K |
| Biltmore Family Office, LLC | 0.03% | No change | 1,040 | $180K |
| Fairway Wealth LLC | 0.07% | Add +0.7% | 1,036 | $179K |
| Briaud Financial Planning Inc | 0.07% | Add +407.9% | 1,026 | $177K |
| Promus Capital, LLC | 0.13% | No change | 1,014 | $175K |
| Clearstead Trust, LLC | 0.04% | Add +127.5% | 1,010 | $174K |
| BankPlus Trust Department | 0.06% | No change | 1,008 | $174K |
| Ballast Advisors LLC | 0.05% | No change | 991 | $171K |
| First Command Advisory Services, Inc. | 0.00% | No change | 969 | $167K |
| Crewe Advisors LLC | 0.02% | Add +0.4% | 964 | $167K |
| Legacy Wealth Managment, LLC | 0.12% | Add +550.7% | 963 | $166K |
| Winnacle Wealth LLC | 0.15% | Add +7.2% | 963 | $166K |
| Hoey Investments, Inc. | 0.03% | Add +91.0% | 955 | $165K |
| HM Payson & Co. | 0.00% | No change | 938 | $162K |
| Hazlett, Burt & Watson, Inc. | 0.07% | Reduce -53.7% | 936 | $161K |
| Bfsg, LLC | 0.02% | Reduce -0.4% | 926 | $160K |
| Marshall & Sterling Wealth Advisors Inc. | 0.11% | Add +0.5% | 926 | $160K |
| MeadowBrook Investment Advisors LLC | 0.15% | No change | 921 | $159K |
| TOWER TRUST & INVESTMENT Co | 0.13% | — | 939 | $156K |
| Morling Financial Advisors, LLC | 0.05% | Reduce -5.3% | 901 | $156K |
| Financial Network Wealth Advisors LLC | 0.20% | Add +14.7% | 897 | $155K |
| Flaharty Asset Management, LLC | 0.02% | New | 895 | $155K |
| Rossby Financial, LCC | 0.07% | New | 937 | $154K |
| Cascades Capital Asset Management, LLC | 0.08% | New | 866 | $150K |
| Perritt Capital Management Inc | 0.08% | Add +0.6% | 863 | $149K |
| Hughes Financial Services, LLC | 0.03% | New | 833 | $144K |
| Peachtree Investment Partners, LLC | 0.06% | New | 826 | $143K |
| Noble Wealth Management PBC | 0.10% | No change | 825 | $143K |
| Greenline Partners, LLC | 0.02% | Add +22568.7% | 183,390 | $140K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -35.6% | 808 | $140K |
| City Holding Co. | 0.02% | Reduce -3.6% | 802 | $139K |
| Community Bank, N.A. | 0.02% | No change | 800 | $138K |
| Valued Wealth Advisors LLC | 0.08% | No change | 798 | $138K |
| Koesten, Hirschmann & Crabtree, INC. | 0.08% | Add +0.8% | 791 | $137K |
| Lowe Wealth Advisors, LLC | 0.06% | No change | 789 | $136K |
| Cary Street Partners Investment Advisory LLC | 0.08% | Add +1353.7% | 785 | $136K |
| Avalon Trust Co | 0.01% | New | 782 | $135K |
| Coston, McIsaac & Partners | 0.04% | Reduce -26.7% | 779 | $134K |
| Quent Capital, LLC | 0.01% | Add +782.4% | 750 | $130K |
| Morris Financial Concepts, Inc. | 0.05% | No change | 721 | $125K |
| Capitol Family Office, Inc. | 0.17% | New | 715 | $123K |
| Sherman Asset Management, Inc. | 0.12% | Add +0.3% | 707 | $122K |
| Aberdeen Wealth Management LLC | 0.08% | No change | 700 | $121K |
| PFG Private Wealth Management, LLC | 0.06% | No change | 675 | $117K |
| Stone House Investment Management, LLC | 0.02% | New | 674 | $116K |
| HHM Wealth Advisors, LLC | 0.02% | Add +159.8% | 660 | $114K |
| Adirondack Trust Co. | 0.04% | Add +3.8% | 659 | $114K |
| Mark Sheptoff Financial Planning, LLC | 0.06% | No change | 656 | $113K |
| Tucker Asset Management LLC | 0.04% | Reduce -24.3% | 654 | $113K |
| Atlantic Edge Private Wealth Management, LLC | 0.03% | No change | 653 | $113K |
| Integrity Financial Corp | 0.06% | Add +24.9% | 652 | $113K |
| Centricity Wealth Management, LLC | 0.10% | No change | 650 | $112K |
| Kimelman & Baird, LLC | 0.01% | No change | 641 | $111K |
| Provident Wealth Management, LLC | 0.04% | No change | 639 | $110K |
| Ulland Investment Advisors, LLC | 0.10% | No change | 635 | $110K |
| LGT Financial Advisors LLC | 0.33% | No change | 628 | $108K |
| Dagco, Inc. | 0.03% | New | 624 | $108K |
| Sachetta, LLC | 0.04% | No change | 623 | $108K |
| Kings Path Partners LLC | 0.05% | Add +0.7% | 619 | $107K |
| Wolff Wiese Magana LLC | 0.07% | Add +3.4% | 612 | $106K |
| Accent Capital Management, LLC | 0.06% | New | 600 | $104K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | No change | 592 | $102K |
| Clean Yield Group | 0.03% | No change | 575 | $99K |
| Grand Wealth Management, LLC | 0.05% | Add +31.1% | 569 | $98K |
| Eq Wealth Advisors, LLC | 0.08% | New | 558 | $96K |
| Thompson Investment Management, Inc. | 0.01% | No change | 550 | $95K |
| Evensky & Katz LLC | 0.01% | Reduce -10.1% | 544 | $94K |
| Marquette Asset Management, LLC | 0.02% | Reduce -2.0% | 534 | $92K |
| Barnes Dennig Private Wealth Management LLC | 0.14% | — | 531 | $92K |
| Northwest Capital Management Inc | 0.04% | No change | 526 | $91K |
| Redwood Park Advisors LLC | 0.08% | No change | 525 | $91K |
| Paladin Advisory Group, LLC | 0.07% | No change | 523 | $90K |
| Canton Hathaway, LLC | 0.02% | No change | 515 | $89K |
| von Borstel & Associates, Inc. | 0.03% | New | 514 | $88K |
| Country Trust Bank | 0.00% | No change | 506 | $87K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | No change | 498 | $86K |
| Future Financial Wealth Managment LLC | 0.06% | No change | 494 | $85K |
| Riggs Asset Managment Co. Inc. | 0.02% | Add +47.6% | 465 | $80K |
| Crowley Wealth Management, Inc. | 0.08% | No change | 457 | $79K |
| Richards, Merrill & Peterson, Inc. | 0.04% | Add +5.1% | 455 | $79K |
| Columbia River Financial Group, LLC | 0.05% | New | 452 | $78K |
| Addison Advisors LLC | 0.02% | No change | 451 | $78K |
| Motco | 0.01% | No change | 450 | $78K |
| Intelligent Financial Strategies | 0.04% | No change | 445 | $77K |
| Sittner & Nelson, LLC | 0.03% | Add +21.5% | 441 | $76K |
| Hoese & Co LLP | 0.06% | No change | 428 | $74K |
| Reyes Financial Architecture, Inc. | 0.05% | New | 426 | $74K |
| Vermillion & White Wealth Management Group, LLC | 0.05% | No change | 424 | $73K |
| Atlantic Private Wealth, LLC | 0.05% | No change | 422 | $73K |
| Pin Oak Investment Advisors Inc. | 0.06% | No change | 423 | $72K |
| Resources Management Corp. /CT/ | 0.01% | Reduce -26.5% | 416 | $72K |
| Barclays PLC | 0.00% | No change | 412 | $71K |
| Proathlete Wealth Management LLC | 0.03% | New | 398 | $69K |
| Costello Asset Management, INC | 0.03% | New | 373 | $64K |
| DHJJ Financial Advisors, Ltd. | 0.03% | Add +356.3% | 365 | $63K |
| Burkett Financial Services, LLC | 0.03% | Add +4.0% | 365 | $63K |
| Avion Wealth | 0.02% | No change | 378 | $63K |
| Cordgrass Capital Advisors, LLC | 0.02% | No change | 362 | $63K |
| Park Place Capital Corp | 0.02% | Add +0.6% | 359 | $62K |
| Pacific Center for Financial Services | 0.02% | No change | 343 | $59K |
| Optimum Investment Advisors | 0.03% | No change | 325 | $56K |
| Ruedi Wealth Management, Inc. | 0.02% | No change | 320 | $55K |
| Running Point Capital Advisors, LLC | 0.02% | Add +38.3% | 318 | $55K |
| North Capital, Inc. | 0.05% | — | 316 | $55K |
| Arcadia Investment Advisors LLC | 0.03% | No change | 309 | $53K |
| Founders Capital Management | 0.03% | No change | 300 | $52K |
| Concord Wealth Partners | 0.01% | Reduce -10.2% | 299 | $52K |
| Elevate Wealth Advisory, Inc. | 0.04% | No change | 294 | $51K |
| Retirement Wealth Solutions LLC | 0.04% | Reduce -81.9% | 292 | $50K |
| True Wealth Design, LLC | 0.02% | No change | 290 | $50K |
| Kozak & Associates, Inc. | 0.01% | Add +10.4% | 297 | $49K |
| CarsonAllaria Wealth Management, Ltd. | 0.03% | No change | 276 | $48K |
| WealthCollab, LLC | 0.03% | No change | 273 | $47K |
| Bear Mountain Capital, Inc. | 0.02% | New | 283 | $47K |
| Tidemark, LLC | 0.02% | No change | 268 | $46K |
| Morton Brown Family Wealth, LLC | 0.02% | No change | 265 | $46K |
| Cordant, Inc. | 0.02% | No change | 262 | $45K |
| Compass Wealth Management LLC | 0.01% | No change | 260 | $45K |
| Comprehensive Financial Planning, Inc. | 0.04% | Add +0.4% | 258 | $45K |
| Decker Retirement Planning Inc. | 0.03% | Reduce -27.4% | 254 | $44K |
| Tradewinds Capital Management, LLC | 0.01% | Add +9.5% | 254 | $44K |
| Rice Partnership, LLC | 0.01% | Add +21.8% | 251 | $43K |
| Davis Capital Management | 0.03% | No change | 247 | $43K |
| Hager Investment Management Services, LLC | 0.03% | New | 244 | $42K |
| Pineridge Advisors LLC | 0.02% | Add +1115.0% | 243 | $42K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 237 | $41K |
| Kessler Investment Group, LLC | 0.02% | New | 230 | $40K |
| Centennial Bank | 0.02% | Reduce -18.2% | 225 | $39K |
| Missouri Trust & Investment Co | 0.01% | No change | 225 | $39K |
| Bellevue Asset Management, LLC | 0.02% | No change | 222 | $38K |
| Riverview Trust Co | 0.04% | No change | 210 | $36K |
| Aspect Partners, LLC | 0.02% | No change | 207 | $36K |
| MPWM Advisory Solutions, LLC | 0.03% | No change | 205 | $35K |
| Cardinal Strategic Wealth Guidance | 0.01% | No change | 203 | $35K |
| EMC Capital Management | 0.02% | No change | 200 | $34K |
| Y.D. More Investments Ltd | 0.00% | Reduce -46.0% | 194 | $33K |
| Citizens National Bank Trust Department | 0.01% | No change | 187 | $32K |
| Colonial Trust Advisors | 0.00% | New | 185 | $32K |
| Byrne Asset Management LLC | 0.03% | No change | 175 | $30K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 175 | $30K |
| Viewpoint Capital Management LLC | 0.02% | No change | 166 | $29K |
| Wayfinding Financial, LLC | 0.01% | Reduce -91.3% | 163 | $28K |
| Towne Trust Company, N.A | 0.01% | No change | 161 | $28K |
| Goodman Advisory Group, LLC | 0.01% | New | 161 | $28K |
| Piscataqua Savings Bank | 0.02% | No change | 160 | $28K |
| Your Advocates Ltd., LLP | 0.01% | No change | 155 | $27K |
| Christopher J. Hasenberg, Inc | 0.01% | Add +4.8% | 154 | $27K |
| Hollencrest Capital Management | 0.00% | Add +0.7% | 152 | $26K |
| AllSquare Wealth Management LLC | 0.02% | No change | 151 | $26K |
| Roble, Belko & Company, Inc | 0.00% | No change | 150 | $26K |
| Pflug Koory, LLC | 0.01% | No change | 141 | $24K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 140 | $24K |
| Arvest Investments, Inc. | 0.00% | No change | 135 | $23K |
| Compass Financial Services Inc | 0.01% | New | 134 | $23K |
| Rakuten Securities, Inc. | 0.01% | Reduce -36.6% | 128 | $22K |
| Albion Financial Group | 0.00% | No change | 115 | $20K |
| Pittenger & Anderson Inc. | 0.00% | No change | 113 | $20K |
| Bellwether Advisors, LLC | 0.00% | No change | 112 | $19K |
| PFC Capital Group, Inc. | 0.01% | New | 112 | $19K |
| Mascoma Wealth Management LLC | 0.00% | New | 107 | $18K |
| Dakota Community Bank & Trust NA | 0.09% | New | 106 | $18K |
| Aventura Private Wealth, LLC | 0.01% | No change | 105 | $18K |
| Sawyer & Company, Inc | 0.01% | Reduce -49.0% | 104 | $18K |
| Broadwater Capital Management LLC | 0.01% | No change | 100 | $17K |
| Arjuna Capital | 0.00% | New | 98 | $17K |
| Field & Main Bank | 0.01% | No change | 98 | $17K |
| Investors Research Corp | 0.00% | Add +870.0% | 97 | $17K |
| Eukles Asset Management | 0.01% | No change | 96 | $17K |
| Tower View Wealth Management LLC | 0.01% | No change | 89 | $15K |
| ROSS\JOHNSON & Associates LLC | 0.25% | Add +3.7% | 84 | $14K |
| Evelyn Partners Investment Management Services Ltd | 0.00% | No change | 83 | $14K |
| Vision Financial Markets LLC | 0.02% | Add +25.0% | 80 | $14K |
| Van Den Berg Management I, Inc. | 0.00% | Add +40.7% | 76 | $13K |
| Guardian Wealth Management, Inc. | 0.01% | Reduce -85.7% | 71 | $12K |
| Wood Tarver Financial Group, LLC | 0.00% | Add +48.9% | 67 | $12K |
| SYM FINANCIAL Corp | 0.00% | Reduce -58.4% | 67 | $12K |
| Chesapeake Asset Management LLC | 0.01% | Reduce -64.4% | 64 | $11K |
| Capital A Wealth Management, LLC | 0.01% | Reduce -70.2% | 62 | $11K |
| American Capital Advisory, LLC | 0.01% | New | 61 | $11K |
| Mb, Levis & Associates, LLC | 0.00% | Add +1.7% | 61 | $10K |
| PFS Partners, LLC | 0.01% | Add +1.7% | 60 | $10K |
| High Note Wealth, LLC | 0.00% | No change | 57 | $10K |
| Legacy Bridge, LLC | 0.01% | Add +409.1% | 56 | $10K |
| Aviso Financial Inc. | 0.00% | No change | 52 | $9K |
| Accredited Wealth Management, LLC | 0.01% | No change | 50 | $9K |
| MJT & Associates Financial Advisory Group, Inc. | 0.01% | — | 48 | $8K |
| Cornerstone Planning Group LLC | 0.00% | Add +176.5% | 47 | $8K |
| HFM Investment Advisors, LLC | 0.00% | — | 41 | $7K |
| Navigoe, LLC | 0.01% | No change | 45 | $7K |
| Main Management LLC | 0.00% | No change | 38 | $7K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 38 | $7K |
| First Financial Corp. | 0.00% | No change | 36 | $6K |
| DecisionPoint Financial, LLC | 0.00% | No change | 36 | $6K |
| Anfield Capital Management, LLC | 0.00% | No change | 30 | $5K |
| Fortis Group Advisors, LLC | 0.00% | No change | 22 | $4K |
| 1 North Wealth Services LLC | 0.00% | New | 21 | $4K |
| Spurstone Advisory Services, LLC | 0.06% | No change | 19 | $3K |
| Ogorek Anthony Joseph /NY/ | 0.00% | New | 20 | $3K |
| Clarity Asset Management, Inc. | 0.00% | No change | 14 | $2K |
| Mountain Hill Investment Partners Corp. | 0.00% | No change | 11 | $2K |
| POM Investment Strategies, LLC | 0.00% | New | 11 | $2K |
| Chilton Capital Management LLC | 0.00% | Reduce -96.8% | 10 | $2K |
| Carolina Wealth Advisors, LLC | 0.00% | No change | 10 | $2K |
| Activest Wealth Management | 0.00% | No change | 5 | $913 |
| Frazier Financial Advisors, LLC | 0.00% | Reduce -82.8% | 5 | $864 |
| Cheviot Value Management, LLC | 0.00% | New | 5 | $838 |
| Wagner Wealth Management, LLC | 0.00% | Reduce -98.8% | 4 | $691 |
| Marshall Investment Management, LLC | 0.00% | New | 2 | $347 |
| Delta Asset Management LLC | 0.00% | No change | 2 | $345 |
"% 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.