Vanguard Mrngstr Val ETF-AuiVTVETF
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 2,408 institutions reported holding Vanguard Mrngstr Val ETF-Aui (VTV) in their 13F filings, up 37 from Q1 2025. 116 opened new positions and 79 sold out. The largest holders were Bank of America Corp. ($22.6B), Jones Financial Companies LLLP ($9.2B) and Morgan Stanley ($5.8B). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Vanguard Mrngstr Val ETF-Aui
- CUSIP
- 922908744
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 116 | $347.8M |
| Exits | 79 | $958.5M |
All 13F filers, Q1 2025 → Q2 2025: 22,879,464 shares bought and 19,027,657 shares sold, net +3,851,807 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,408 holders
| Bank of America Corp. | 1.83% | Add +3.1% | 128,140,618 | $22.6B |
| Jones Financial Companies LLLP | 7.00% | Reduce -3.3% | 52,282,312 | $9.2B |
| Morgan Stanley | 0.38% | Add +1.7% | 32,675,343 | $5.8B |
| Envestnet Asset Management Inc. | 1.07% | Add +2.9% | 20,792,247 | $3.7B |
| UBS Group AG | 0.51% | Add +2.6% | 13,769,824 | $2.4B |
| Ameriprise Financial Inc. | 0.47% | Reduce -0.5% | 10,632,655 | $1.9B |
| LPL Financial LLC | 0.61% | Add +3.6% | 10,341,422 | $1.8B |
| Wells Fargo & Company | 0.29% | Add +5.7% | 7,528,265 | $1.3B |
| Raymond James Financial Inc. | 0.45% | Reduce -3.1% | 7,446,585 | $1.3B |
| Tiaa Trust, National Association | 3.01% | Add +0.7% | 6,541,318 | $1.2B |
| Captrust Financial Advisors | 2.31% | Add +3.9% | 5,865,616 | $1.0B |
| Royal Bank of Canada | 0.19% | Add +2.1% | 5,428,502 | $959.4M |
| D.A. Davidson & Co. | 6.61% | Add +2.4% | 5,309,040 | $938.3M |
| Mill Creek Capital Advisors, LLC | 20.70% | Reduce -1.8% | 5,282,774 | $933.7M |
| Betterment LLC | 1.96% | Reduce -0.6% | 5,196,580 | $918.4M |
| Mariner, LLC | 1.19% | Add +4.0% | 4,659,847 | $823.6M |
| FMR LLC | 0.05% | Reduce -1.8% | 4,567,167 | $807.2M |
| PNC Financial Services Group, Inc. | 0.49% | Add +0.9% | 4,265,950 | $754.0M |
| Northwestern Mutual Wealth Management Co. | 0.49% | Add +12.6% | 3,780,675 | $668.2M |
| Rwa Wealth Partners, LLC | 8.15% | Reduce -15.9% | 3,684,307 | $651.2M |
| Sei Investments Co. | 0.73% | Add +2.3% | 3,563,040 | $629.7M |
| JPMorgan Chase & Co. | 0.04% | Reduce -0.8% | 3,537,638 | $625.2M |
| Bank of New York Mellon Corp | 0.12% | Reduce -0.2% | 3,533,165 | $624.5M |
| Commonwealth Equity Services, LLC | 0.79% | Reduce -1.0% | 3,401,789 | $601.2M |
| Avantax Advisory Services, Inc. | 3.21% | Reduce -0.0% | 3,301,015 | $583.4M |
| Truist Financial Corp. | 0.84% | Add +6.1% | 3,235,790 | $571.9M |
| Cetera Investment Advisers | 0.94% | Add +27.9% | 3,136,589 | $554.4M |
| HighTower Advisors, LLC | 0.69% | Add +7.1% | 3,133,973 | $553.9M |
| Goldman Sachs Group Inc. | 0.08% | Reduce -13.1% | 2,885,793 | $510.0M |
| CHURCHILL MANAGEMENT Corp | 4.91% | Add +0.2% | 2,561,737 | $452.8M |
| Provida Pension Fund Administrator | 8.04% | Reduce -10.1% | 2,511,423 | $443.9M |
| Mission Wealth Management, LP | 8.97% | Add +2.7% | 2,325,179 | $411.0M |
| Citigroup Inc. | 0.28% | Add +48.8% | 2,246,630 | $397.1M |
| EP Wealth Advisors, LLC | 2.60% | Reduce -6.2% | 2,234,873 | $395.0M |
| Osaic Holdings, Inc. | 0.68% | Add +17.7% | 2,156,130 | $380.7M |
| Choreo, LLC | 5.23% | Reduce -1.6% | 2,109,740 | $374.9M |
| CBIZ Investment Advisory Services, LLC | 16.10% | Add +2.7% | 2,056,535 | $363.6M |
| Moneta Group Investment Advisors LLC | 3.79% | Add +0.8% | 1,801,405 | $318.4M |
| Richard Bernstein Advisors LLC | 7.62% | Reduce -4.1% | 1,747,771 | $308.9M |
| Modera Wealth Management, LLC | 3.61% | Reduce -0.7% | 1,651,080 | $291.8M |
| Stifel Financial Corp. | 0.27% | Add +3.9% | 1,551,304 | $274.2M |
| Members Trust Co | 9.18% | Reduce -7.4% | 1,507,196 | $266.4M |
| Lincoln National Corp. | 7.83% | Add +2.5% | 1,461,382 | $258.3M |
| Waldron Private Wealth LLC | 11.23% | Add +0.4% | 1,449,416 | $257.6M |
| Facet Wealth, Inc. | 5.76% | Reduce -13.0% | 1,430,668 | $253.3M |
| Assetmark, Inc. | 0.60% | Reduce -9.7% | 1,433,086 | $253.3M |
| Baird Financial Group, Inc. | 0.44% | Add +0.8% | 1,426,340 | $252.1M |
| Bell Bank | 11.61% | Add +14.3% | 1,409,149 | $249.1M |
| United Capital Financial Advisors, LLC | 1.98% | Reduce -0.4% | 1,388,095 | $245.3M |
| Money Design Co.,Ltd. | 12.08% | Add +5.0% | 1,384,981 | $244.8M |
| Retirement Investment Advisors, Inc. | 20.86% | Add +5.2% | 1,312,143 | $231.9M |
| MML Investors Services, LLC | 0.66% | Reduce -2.9% | 1,302,751 | $230.2M |
| Alliancebernstein L.P. | 0.07% | Add +368.0% | 1,278,563 | $226.0M |
| Mather Group, Llc. | 2.34% | Add +2.1% | 1,238,954 | $219.0M |
| Wealth Enhancement Advisory Services, LLC | 0.35% | Add +1.6% | 1,179,606 | $211.9M |
| Sanctuary Advisors, LLC | 1.30% | Reduce -1.4% | 1,183,958 | $209.3M |
| Foster Group, Inc. | 7.11% | Reduce -0.4% | 1,174,792 | $207.6M |
| Equitable Holdings, Inc. | 1.64% | Reduce -8.8% | 1,125,824 | $199.0M |
| NorthCoast Asset Management LLC | 0.84% | Add +3.2% | 1,114,581 | $197.0M |
| SCS Capital Management LLC | 2.16% | Reduce -0.3% | 1,100,811 | $194.6M |
| Garde Capital, Inc. | 10.07% | Reduce -3.0% | 1,064,941 | $188.2M |
| Private Advisor Group, LLC | 1.00% | Add +2.0% | 1,045,586 | $184.8M |
| CIBC Private Wealth Group LLC | 0.31% | Reduce -0.7% | 993,221 | $175.5M |
| Coldstream Capital Management Inc. | 2.78% | Add +257.4% | 957,799 | $169.9M |
| Cambridge Investment Research Advisors, Inc. | 0.52% | Add +0.6% | 959,938 | $169.7M |
| Stephens Group Asset Management, LLC | 11.81% | Add +9.5% | 928,740 | $164.1M |
| NewEdge Advisors, LLC | 0.83% | Add +4.8% | 914,543 | $161.6M |
| Beacon Pointe Advisors, LLC | 1.68% | Add +5.3% | 911,360 | $161.1M |
| Brookstone Capital Management | 2.10% | Add +1.8% | 907,305 | $160.4M |
| Systematic Alpha Investments, LLC | 5.62% | No change | 894,868 | $158.2M |
| Cerity Partners LLC | 0.28% | Add +18.5% | 892,606 | $157.8M |
| US Bancorp \de | 0.20% | Reduce -0.9% | 884,249 | $156.3M |
| Merit Financial Group, LLC | 1.73% | Add +361.5% | 875,974 | $154.8M |
| Brandes Investment Partners, LP | 1.36% | Add +46191.3% | 850,835 | $150.4M |
| BNP Paribas Financial Markets | 0.12% | Add +391.7% | 847,671 | $149.8M |
| Blair William & Co. | 0.40% | Add +7.6% | 823,862 | $145.6M |
| Permanens Capital L.P. | 19.31% | Add +1.2% | 797,030 | $141.6M |
| Kestra Advisory Services, LLC | 0.69% | Reduce -5.3% | 797,777 | $141.0M |
| Vista Capital Partners, Inc. | 15.12% | Reduce -1.9% | 781,419 | $138.1M |
| Thrive Wealth Management, LLC | 22.11% | Add +3.1% | 774,481 | $136.9M |
| Saudi Central Bank | 5.48% | New | 756,686 | $134.5M |
| Woodmont Investment Counsel LLC | 8.79% | Add +3.3% | 753,725 | $133.2M |
| Rockefeller Capital Management L.P. | 0.28% | Add +24.9% | 733,563 | $129.7M |
| Prime Capital Investment Advisors, LLC | 1.68% | Reduce -27.1% | 716,208 | $126.6M |
| Mountain Capital Investment Advisors Inc. | 24.13% | Reduce -3.5% | 703,338 | $125.6M |
| Creative Planning | 0.11% | Add +1.5% | 699,001 | $123.5M |
| Strategies Wealth Advisors, LLC | 13.28% | Reduce -0.2% | 687,740 | $121.6M |
| Everhart Financial Group, Inc. | 14.01% | Add +10.8% | 685,866 | $121.2M |
| Sequoia Financial Advisors, LLC | 0.82% | Reduce -7.0% | 679,337 | $120.1M |
| Citizens Financial Group Inc. | 1.91% | Reduce -0.5% | 670,761 | $119.1M |
| Brandywine Oak Private Wealth LLC | 11.01% | Add +2.6% | 672,510 | $118.9M |
| Clearstead Advisors, LLC | 1.66% | Add +1.5% | 667,781 | $118.0M |
| Partners Capital Investment Group, LLP | 4.74% | Reduce -60.1% | 662,810 | $117.1M |
| Focus Partners Wealth | 0.25% | Reduce -0.6% | 659,963 | $116.8M |
| Nepc LLC | 2.95% | Reduce -13.3% | 659,573 | $116.6M |
| Envestnet Portfolio Solutions, Inc. | 0.42% | Reduce -30.5% | 649,083 | $114.7M |
| Brickley Wealth Management | 22.15% | Add +0.4% | 640,266 | $113.2M |
| Focused Wealth Management, Inc | 13.46% | Reduce -0.6% | 624,174 | $110.3M |
| Thrivent Financial for Lutherans | 0.25% | Add +91.5% | 622,416 | $110.0M |
| Cary Street Partners Financial LLC | 3.05% | Add +7.2% | 615,688 | $108.8M |
| Corient Private Wealth LP | 0.14% | Add +10.9% | 610,314 | $107.9M |
| Midland Wealth Advisors, LLC | 5.84% | Add +3.2% | 597,797 | $105.7M |
| Mercer Global Advisors Inc. | 0.23% | Reduce -10.3% | 592,046 | $104.6M |
| Wealthspire Advisors, LLC | 0.58% | Reduce -10.0% | 583,066 | $103.1M |
| BOK Financial Private Wealth, Inc. | 6.86% | Add +0.5% | 578,839 | $102.9M |
| Simon Quick Advisors, LLC | 5.20% | Add +1.8% | 580,808 | $102.7M |
| Cwm, LLC | 0.36% | Add +0.6% | 575,149 | $101.7M |
| National Bank of Canada | 0.11% | Reduce -6.3% | 571,813 | $101.1M |
| Balentine LLC | 3.93% | Reduce -13.8% | 570,898 | $100.9M |
| Efficient Advisors, LLC | 5.99% | Add +5.1% | 568,797 | $100.5M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.89% | No change | 559,949 | $99.0M |
| Cornerstone Management, Inc. | 16.84% | Add +1.5% | 547,969 | $96.8M |
| Bleakley Financial Group, LLC | 2.46% | Add +4.0% | 547,395 | $96.7M |
| Invictus Private Wealth, LLC | 6.50% | Add +4.3% | 537,005 | $94.9M |
| Bank of Hawaii | 5.00% | Add +2.8% | 536,149 | $94.8M |
| Orion Porfolio Solutions, LLC | 0.80% | Add +5.3% | 529,325 | $93.6M |
| Financial Synergies Wealth Advisors, Inc. | 9.85% | Add +1.1% | 511,708 | $90.4M |
| RMR Wealth Builders | 8.14% | Add +5.9% | 503,771 | $89.5M |
| Natixis Advisors, LLC | 0.14% | Add +12.0% | 484,018 | $85.5M |
| Trust Co of Tennessee | 19.67% | Reduce -0.1% | 477,599 | $84.4M |
| Accredited Investors Inc. | 4.95% | Add +6.2% | 473,269 | $83.6M |
| Nadler Financial Group, Inc. | 8.41% | Add +1.5% | 464,852 | $82.2M |
| CreativeOne Wealth, LLC | 2.14% | Add +0.1% | 462,205 | $81.7M |
| Relyea Zuckerberg Hanson LLC | 9.49% | Add +0.2% | 458,404 | $81.0M |
| Pathway Financial Advisors LLC | 11.07% | Add +27.5% | 428,204 | $75.7M |
| Summit Financial, LLC | 1.71% | Reduce -2.7% | 425,301 | $75.6M |
| Pasadena Private Wealth, LLC | 12.80% | Add +8.2% | 422,697 | $74.7M |
| Rodgers & Associates, LTD | 8.00% | Add +3.4% | 412,041 | $72.8M |
| Atria Investments, Inc | 0.86% | Reduce -1.6% | 411,778 | $72.8M |
| Strategic Blueprint, LLC | 3.51% | Add +1.6% | 404,001 | $71.4M |
| Vanguard Group Inc. | 0.00% | Add +5.0% | 398,926 | $70.5M |
| Stephens Inc. | 0.96% | Add +4.9% | 394,685 | $69.8M |
| Clark Asset Management, LLC | 9.44% | Add +11.0% | 391,987 | $69.3M |
| Manufacturers Life Insurance Company, The | 0.06% | Reduce -26.2% | 387,326 | $68.5M |
| &partners | 0.52% | Add +9.0% | 383,655 | $67.9M |
| Unison Advisors LLC | 7.58% | Add +0.1% | 381,746 | $67.7M |
| Bank of Montreal | 0.03% | Add +190.4% | 382,733 | $67.6M |
| Evoke Wealth, LLC | 1.57% | Reduce -0.6% | 377,494 | $67.1M |
| Kestra Private Wealth Services, LLC | 0.96% | Add +0.2% | 378,676 | $66.9M |
| Allworth Financial LP | 0.31% | Add +21.9% | 367,855 | $65.0M |
| CSM Advisors, LLC | 1.89% | Reduce -49.3% | 366,983 | $64.9M |
| Signaturefd, LLC | 1.10% | Add +8.3% | 363,735 | $64.3M |
| Presilium Private Wealth, LLC | 13.11% | Add +8.2% | 362,406 | $64.1M |
| Sage Financial Group Inc. | 4.68% | Add +1.2% | 358,853 | $63.4M |
| Janney Montgomery Scott LLC | 0.17% | Add +19.5% | 358,585 | $63.4M |
| Japan Science & Technology Agency | 1.00% | No change | 357,328 | $63.2M |
| Exencial Wealth Advisors, LLC | 2.21% | Reduce -0.8% | 355,503 | $62.8M |
| Arax Advisory Partners | 2.88% | Add +1.1% | 276,615 | $62.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.40% | Add +19.6% | 349,987 | $61.9M |
| Condor Capital Management | 5.34% | Add +0.6% | 348,650 | $61.6M |
| BIP Wealth, LLC | 3.77% | Add +2.0% | 345,803 | $61.1M |
| Gleason Group, Inc. | 6.56% | Add +43.5% | 342,437 | $60.5M |
| Steward Partners Investment Advisory, LLC | 0.47% | Reduce -10.2% | 340,451 | $60.2M |
| Equitable Trust Co. | 2.94% | Reduce -12.8% | 333,977 | $59.0M |
| BlackRock, Inc. | 0.00% | Reduce -33.9% | 326,540 | $57.7M |
| EverSource Wealth Advisors, LLC | 2.60% | Add +4.4% | 325,725 | $57.6M |
| Bessemer Group Inc. | 0.09% | Add +8.0% | 325,614 | $57.5M |
| Koshinski Asset Management, Inc. | 4.27% | Add +0.7% | 319,812 | $56.5M |
| Total Wealth Planning, LLC | 7.08% | Add +4.1% | 317,036 | $56.0M |
| Trust Co | 6.25% | Reduce -9.0% | 313,560 | $55.4M |
| Capitolis Liquid Global Markets LLC | 0.40% | New | 310,100 | $54.8M |
| Hirtle & Co., LLC | 2.32% | Reduce -1.8% | 309,911 | $54.8M |
| Grey Fox Wealth Advisors, LLC | 13.02% | Add +3.9% | 307,431 | $54.6M |
| Advisors Capital Management, LLC | 0.76% | Add +15.8% | 309,076 | $54.6M |
| Blue Edge Capital, LLC | 8.08% | Reduce -0.7% | 307,452 | $54.3M |
| Hennion & Walsh Asset Management, Inc. | 2.19% | Add +2.1% | 306,223 | $54.1M |
| Signature Estate & Investment Advisors LLC | 1.25% | Add +0.9% | 306,056 | $54.1M |
| VestGen Advisors, LLC | 2.15% | Add +0.5% | 305,534 | $54.0M |
| OLIO Financial Planning | 16.89% | Add +4.3% | 303,068 | $53.6M |
| Lido Advisors, LLC | 0.28% | Add +43.7% | 302,044 | $53.4M |
| M&T Bank Corp | 0.18% | Add +1.5% | 301,395 | $53.3M |
| Partners in Financial Planning | 9.80% | Reduce -1.2% | 300,550 | $53.1M |
| Trustmark Bank Trust Department | 3.65% | Add +2.8% | 299,061 | $52.9M |
| Foster Victor Wealth Advisors, LLC | 3.56% | Reduce -0.1% | 294,840 | $52.6M |
| Fifth Third Bancorp | 0.18% | Reduce -2.4% | 290,480 | $51.3M |
| Concurrent Investment Advisors, LLC | 0.97% | Add +13.8% | 283,413 | $50.1M |
| 49 Wealth Management, LLC | 5.29% | Add +17.5% | 281,312 | $49.7M |
| CW Advisors, LLC | 0.47% | Add +30.8% | 274,500 | $48.5M |
| Bishop & Co Investment Management, LLC | 17.35% | Reduce -1.6% | 273,240 | $48.3M |
| Angeles Wealth Management, LLC | 3.25% | Add +46.5% | 268,039 | $47.4M |
| Oxford Financial Group, LTD. LLC | 2.81% | Reduce -1.3% | 267,469 | $47.3M |
| DAVENPORT & Co LLC | 0.26% | Add +5.9% | 265,372 | $46.9M |
| Affinity Capital Advisors, LLC | 8.03% | Add +2.2% | 264,247 | $46.7M |
| Baron Silver Stevens Financial Advisors, LLC | 7.42% | Reduce -2.6% | 262,303 | $46.4M |
| NewEdge Wealth, LLC | 0.72% | Reduce -5.3% | 260,596 | $46.1M |
| Crane Advisory, LLC | 7.51% | Reduce -1.4% | 254,185 | $45.3M |
| Financial Engines Advisors L.L.C. | 0.09% | Add +38.2% | 255,944 | $45.2M |
| Chaney Capital Management, Inc. | 17.68% | Add +2.0% | 254,993 | $45.1M |
| Warwick Investment Management, Inc. | 8.70% | Add +1.3% | 253,652 | $44.8M |
| Waverly Advisors, LLC | 0.49% | Reduce -0.4% | 253,530 | $44.8M |
| Oarsman Capital, Inc. | 7.02% | Add +6.5% | 253,213 | $44.8M |
| McIlrath & Eck, LLC | 5.10% | Add +6.9% | 252,839 | $44.7M |
| MCF Advisors LLC | 2.92% | Add +576.5% | 249,074 | $44.2M |
| Baltimore-Washington Financial Advisors, Inc. | 2.04% | Reduce -3.7% | 247,946 | $43.8M |
| Franklin Resources Inc. | 0.01% | Reduce -0.1% | 245,680 | $43.4M |
| Cresset Asset Management, LLC | 0.22% | Reduce -15.4% | 241,252 | $42.9M |
| Old Mission Investment Co LLC | 11.68% | Add +2.8% | 241,091 | $42.6M |
| MAI Capital Management | 0.29% | Reduce -16.3% | 240,118 | $42.4M |
| Lake Street Private Wealth, LLC | 6.02% | Add +5.4% | 238,302 | $42.1M |
| Strategic Investment Advisors / MI | 4.07% | Add +0.4% | 237,143 | $41.9M |
| Truefg, LLC | 12.41% | Add +2.4% | 236,286 | $41.8M |
| TL Private Wealth | 17.16% | Add +2.0% | 231,920 | $41.3M |
| Mgo One Seven LLC | 1.33% | Add +1.8% | 233,255 | $41.2M |
| Cahill Financial Advisors Inc. | 5.01% | Add +3.7% | 228,422 | $40.4M |
| Creative Financial Designs Inc. | 2.88% | Add +23.2% | 226,274 | $40.0M |
| Federation des caisses Desjardins du Quebec | 0.17% | Add +2.7% | 222,656 | $39.4M |
| Penserra Capital Management LLC | 0.55% | Add +1.9% | 222,603 | $39.3M |
| Oak Hill Wealth Advisors, LLC | 8.10% | Add +6.8% | 219,395 | $39.1M |
| Comerica Bank | 0.15% | Reduce -0.3% | 219,008 | $38.7M |
| PrairieView Partners, LLC | 3.73% | Add +4.5% | 218,223 | $38.6M |
| Financial Advisory Corp | 5.88% | Reduce -0.0% | 216,961 | $38.3M |
| Noble Family Wealth, LLC | 9.31% | Add +6.0% | 215,675 | $38.1M |
| Integrity Alliance, Llc. | 2.02% | Reduce -37.9% | 208,749 | $36.9M |
| J.W. Cole Advisors, Inc. | 0.78% | Add +120.0% | 207,886 | $36.7M |
| Mesirow Financial Investment Management, Inc. | 0.71% | Add +4.4% | 207,260 | $36.6M |
| Savant Capital, LLC | 0.26% | Add +21.6% | 207,145 | $36.6M |
| Glenmede Investment Management, LP | 0.18% | — | 206,437 | $36.5M |
| Rise Advisors, LLC | 14.46% | Add +4.1% | 206,101 | $36.4M |
| HUB Investment Partners, LLC | 1.27% | Add +8.7% | 205,754 | $36.4M |
| Stephens Consulting, LLC | 8.66% | Add +0.7% | 205,405 | $36.3M |
| Avior Wealth Management, LLC | 1.25% | Reduce -0.2% | 203,980 | $36.1M |
| Golden Road Advisors LLC | 23.94% | Add +4.7% | 203,699 | $36.0M |
| Mainsail Asset Management, LLC | 21.96% | Add +1.6% | 200,977 | $35.5M |
| Legacies Wealth LLC | 23.32% | Reduce -8.2% | 198,689 | $35.1M |
| First American Trust, FSB | 2.80% | Add +8.9% | 198,146 | $35.0M |
| Sepio Capital, LP | 2.48% | Reduce -0.7% | 197,244 | $34.9M |
| Wealth Alliance Advisory Group, LLC | 6.61% | Add +3.3% | 196,462 | $34.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2.25% | Add +3.1% | 194,888 | $34.4M |
| Apella Capital, LLC | 0.92% | Reduce -3.2% | 189,993 | $33.9M |
| Sigma Investment Counselors Inc. | 1.86% | Add +8.3% | 191,052 | $33.8M |
| Forte Capital LLC | 3.63% | Reduce -3.5% | 190,992 | $33.8M |
| TD Private Client Wealth LLC | 0.83% | Add +3.4% | 190,457 | $33.7M |
| Financial Advisors Network, Inc. | 5.07% | Add +7.6% | 190,127 | $33.6M |
| Jacobsen Capital Management | 12.09% | Add +1.8% | 185,795 | $32.8M |
| FLC Capital Advisors | 6.72% | Add +2.7% | 183,799 | $32.5M |
| Nwam LLC | 1.88% | Add +1.2% | 183,165 | $32.4M |
| Brown Advisory Inc. | 0.04% | Add +7.3% | 182,517 | $32.3M |
| Trustees of Dartmouth College | 9.03% | Reduce -24.9% | 182,250 | $32.2M |
| Brown Wealth Management, LLC | 9.93% | Add +0.2% | 180,929 | $32.0M |
| Mosaic Family Wealth Partners, LLC | 4.07% | Add +8.1% | 180,414 | $31.9M |
| Evergreen Capital Management LLC | 0.95% | Add +20.7% | 178,096 | $31.6M |
| Cornerstone Wealth Advisors, Inc. | 8.15% | Reduce -5.5% | 178,341 | $31.5M |
| Northern Trust Corp. | 0.00% | Add +10.0% | 177,370 | $31.3M |
| O'Dell Group, LLC | 7.78% | Reduce -3.9% | 176,481 | $31.2M |
| Freedom Investment Management, Inc. | 2.49% | Reduce -24.9% | 176,275 | $31.2M |
| Sageworth Trust Co | 1.70% | Reduce -0.4% | 173,602 | $30.7M |
| Segall Bryant & Hamill, LLC | 0.43% | Reduce -2.3% | 173,506 | $30.7M |
| FWG Holdings, LLC | 14.35% | Reduce -0.7% | 172,256 | $30.5M |
| Hiley Hunt Wealth Management | 15.33% | Add +0.8% | 170,286 | $30.3M |
| Marino, Stram & Associates LLC | 6.11% | Add +2.9% | 171,444 | $30.3M |
| Fee-Only Financial Planning, L.C. | 18.70% | Add +0.5% | 170,888 | $30.2M |
| Regatta Capital Group, LLC | 5.18% | Add +4.0% | 170,695 | $30.2M |
| Cambridge Capital Management, LLC | 15.99% | Add +3.4% | 168,617 | $29.8M |
| Modern Wealth Management, LLC | 0.73% | Add +3535.1% | 166,815 | $29.5M |
| Obsidian Cio, LLC | 4.28% | Reduce -2.5% | 166,651 | $29.5M |
| Arbor Wealth Advisors LLC | 23.89% | No change | 166,578 | $29.4M |
| Advisory Services Network, LLC | 0.47% | Add +4.8% | 166,107 | $29.4M |
| Kaydan Wealth Management, Inc. | 9.63% | Reduce -0.1% | 166,346 | $29.4M |
| Goldstone Financial Group, LLC | 3.85% | Add +7.5% | 162,490 | $29.2M |
| MA Private Wealth | 5.22% | Add +519.9% | 164,984 | $29.2M |
| Hilltop Partners LLC | 8.69% | Add +52.8% | 162,619 | $28.7M |
| Warner Financial, Inc. | 11.82% | Add +0.1% | 162,101 | $28.6M |
| Studio Investment Management LLC | 5.71% | Reduce -1.1% | 160,148 | $28.5M |
| Kaye Capital Management | 10.94% | Reduce -6.8% | 160,954 | $28.4M |
| Acorn Creek Capital LLC | 11.66% | Add +4.8% | 158,943 | $28.1M |
| Wealthspire Retirement, LLC | 1.82% | Add +114.7% | 155,835 | $27.5M |
| Allen Wealth Management, LLC | 19.25% | Add +0.4% | 155,752 | $27.5M |
| Bragg Financial Advisors, Inc | 0.97% | Add +0.8% | 154,278 | $27.3M |
| Greenup Street Wealth Management LLC | 4.74% | Add +11.1% | 154,244 | $27.3M |
| Bare Financial Services, Inc | 9.15% | Add +9.5% | 153,422 | $27.1M |
| Wealth Architects, LLC | 2.75% | Add +5.7% | 153,092 | $27.1M |
| Towerpoint Wealth, LLC | 11.87% | Add +2.9% | 151,517 | $26.8M |
| Integrated Wealth Concepts LLC | 0.26% | Reduce -1.8% | 149,133 | $26.4M |
| Chan Zuckerberg Initiative, LLC | 33.67% | Reduce -64.4% | 147,963 | $26.2M |
| Waterford Advisors, LLC | 9.44% | Reduce -97.4% | 3,709 | $25.6M |
| Prospera Financial Services Inc | 0.47% | Reduce -5.0% | 143,147 | $25.3M |
| Courier Capital LLC | 1.54% | Add +1.5% | 143,156 | $25.3M |
| Great Valley Advisor Group, Inc. | 0.56% | Reduce -4.9% | 142,784 | $25.2M |
| B. Riley Wealth Advisors, Inc. | 1.22% | Reduce -30.3% | 142,417 | $25.2M |
| Capital Wealth Management, LLC | 9.23% | Add +1.8% | 139,977 | $24.7M |
| Smith & Howard Wealth Management, LLC | 6.27% | Add +8.5% | 139,893 | $24.7M |
| Market Street Wealth Management Advisors LLC | 4.02% | Add +0.6% | 139,552 | $24.7M |
| AAF Wealth Management, LLC | 11.22% | Add +3.5% | 139,387 | $24.6M |
| TD Capital Management LLC | 2.31% | Reduce -0.2% | 138,701 | $24.5M |
| Lebenthal Global Advisors, LLC | 4.56% | Add +11.2% | 138,204 | $24.4M |
| Mitchell McLeod Pugh & Williams Inc. | 4.55% | Add +11.0% | 138,125 | $24.4M |
| Financial Management Professionals, Inc. | 2.74% | Add +0.8% | 137,178 | $24.4M |
| Retirement Planning Group, LLC | 1.03% | Reduce -0.0% | 137,517 | $24.3M |
| First PREMIER Bank | 5.83% | Add +1.8% | 136,306 | $24.1M |
| Rochester Wealth Strategies, LLC | 17.21% | Add +10.5% | 135,787 | $24.0M |
| Copperwynd Financial, LLC | 5.97% | Add +5.5% | 135,480 | $23.9M |
| Principal Securities, Inc. | 0.45% | Reduce -6.1% | 135,372 | $23.9M |
| Quest Investment Management LLC | 2.63% | Add +1.1% | 135,105 | $23.9M |
| Robertson Stephens Wealth Management, LLC | 0.83% | Add +0.8% | 134,073 | $23.8M |
| Parallel Advisors, LLC | 0.48% | Add +0.5% | 134,793 | $23.8M |
| Certified Advisory Corp | 2.46% | Add +1.6% | 133,692 | $23.6M |
| Compass Planning Associates Inc | 21.69% | Add +0.5% | 133,681 | $23.6M |
| Parker Financial LLC | 10.19% | Add +2.0% | 133,424 | $23.6M |
| Frisch Financial Group, Inc. | 5.76% | Add +16.0% | 132,453 | $23.5M |
| Wealthspan Partners, LLC | 9.69% | Reduce -0.5% | 132,111 | $23.3M |
| Arcadia Wealth Management, LLC | 10.20% | Add +10.4% | 131,989 | $23.3M |
| First Horizon Advisors, Inc. | 0.60% | Add +8.0% | 131,360 | $23.2M |
| Compound Planning, Inc. | 0.88% | Reduce -4.1% | 130,998 | $23.2M |
| 25 LLC | 8.50% | Add +2.9% | 130,891 | $23.1M |
| Fifth Third Securities, Inc. | 1.74% | Add +3.1% | 130,752 | $23.1M |
| Park Avenue Securities LLC | 0.21% | Add +9.5% | 130,635 | $23.1M |
| Mutual Advisors, LLC | 0.57% | Add +1.1% | 126,242 | $22.8M |
| Savvy Advisors, Inc. | 1.51% | Add +18.9% | 128,067 | $22.6M |
| Dynamic Advisor Solutions LLC | 0.70% | Add +8.9% | 127,535 | $22.5M |
| Veery Capital, LLC | 7.73% | Add +4.7% | 127,130 | $22.5M |
| Atria Wealth Solutions, Inc. | 0.51% | Reduce -73.3% | 125,979 | $22.4M |
| Global Retirement Partners, LLC | 0.56% | — | 126,731 | $22.4M |
| Evolution Advisers, Inc. | 10.98% | Reduce -4.9% | 126,023 | $22.4M |
| Gotham Asset Management | 0.13% | Add +33.3% | 126,635 | $22.4M |
| Impact Partnership Wealth, LLC | 4.12% | Add +11.5% | 126,519 | $22.4M |
| Stratos Wealth Partners, LTD. | 0.30% | Add +13.1% | 124,364 | $22.0M |
| SouthState Bank Corp | 0.96% | Reduce -19.0% | 123,819 | $21.9M |
| SOL Capital Management CO | 2.12% | Add +16.6% | 123,734 | $21.9M |
| Chicago Partners Investment Group LLC | 0.63% | Reduce -0.1% | 120,897 | $21.8M |
| Oak Root LLC | 2.68% | Add +41.6% | 122,588 | $21.7M |
| Wealthcare Advisory Partners LLC | 0.49% | Reduce -10.5% | 121,912 | $21.5M |
| Shore Point Advisors, LLC | 10.30% | Add +2.2% | 121,396 | $21.5M |
| Meridian Wealth Management, LLC | 0.91% | Add +3.2% | 120,783 | $21.3M |
| White Lighthouse Investment Management Inc. | 3.44% | Add +7.3% | 119,660 | $21.1M |
| Droms Strauss Advisors Inc. /Mo/ | 6.48% | Reduce -1.8% | 119,493 | $21.1M |
| Spire Wealth Management | 0.76% | Reduce -1.5% | 119,413 | $21.1M |
| Fiduciary Financial Group, LLC | 3.81% | Add +457.4% | 117,980 | $21.1M |
| Russell Investments Group, Ltd. | 0.03% | Reduce -79.9% | 119,054 | $21.0M |
| Bokf, NA | 0.34% | Add +24.7% | 119,033 | $21.0M |
| Venture Visionary Partners LLC | 0.79% | Reduce -0.3% | 118,740 | $21.0M |
| Antonelli Financial Advisors, LLC | 15.11% | Add +15.0% | 118,470 | $20.9M |
| Schwallier Wealth Management LLC | 12.76% | Add +17.9% | 118,106 | $20.9M |
| Staley Capital Advisers Inc. | 0.89% | Add +0.7% | 117,935 | $20.8M |
| IFP Advisors, Inc | 0.59% | Add +100.2% | 116,437 | $20.6M |
| Valley Wealth Managers, Inc. | 1.48% | Reduce -2.2% | 116,167 | $20.5M |
| MTC Wealth Management LLC | 9.77% | Reduce -1.9% | 115,037 | $20.3M |
| Members Advisory Group LLC | 7.60% | Reduce -0.7% | 114,431 | $20.2M |
| Boyd Wealth Management, LLC | 8.73% | Add +34.5% | 114,022 | $20.2M |
| Heartwood Wealth Advisors LLC | 2.07% | Reduce -1.1% | 112,234 | $19.8M |
| RFG Advisory, LLC | 0.47% | Add +9.0% | 112,032 | $19.8M |
| Firestone Capital Management | 4.62% | Reduce -0.8% | 110,976 | $19.6M |
| Prism Advisors, Inc. | 5.54% | Reduce -13.3% | 110,071 | $19.5M |
| Graham Capital Management, L.P. | 0.59% | New | 110,000 | $19.4M |
| Bison Wealth, LLC | 1.53% | Add +24.4% | 109,590 | $19.4M |
| Sovereign Financial Group, Inc. | 3.99% | Add +2.4% | 109,505 | $19.4M |
| Compton Wealth Advisory Group, LLC | 4.88% | Add +2.3% | 109,141 | $19.3M |
| Nabity-Jensen Investment Management Inc | 14.19% | Reduce -1.3% | 108,832 | $19.2M |
| Lokken Investment Group LLC | 7.40% | Add +0.4% | 108,645 | $19.2M |
| CX Institutional | 0.67% | Add +28.1% | 108,088 | $19.1M |
| Legacy Edge Advisors, LLC | 2.49% | Add +11.0% | 105,700 | $18.7M |
| R. W. Roge & Company, Inc. | 10.60% | Reduce -7.0% | 105,654 | $18.7M |
| Janus Henderson Group PLC | 0.01% | Reduce -1.5% | 105,547 | $18.7M |
| Beacon Financial Strategies CORP | 11.65% | Add +2.3% | 104,890 | $18.5M |
| Valley National Advisers Inc. | 3.02% | Add +9.1% | 104,785 | $18.5M |
| EdgeRock Capital LLC | 5.85% | New | 104,442 | $18.5M |
| Tenret Co LLC | 10.07% | Reduce -6.9% | 104,472 | $18.5M |
| Aspiriant, LLC | 0.58% | Add +18.4% | 104,063 | $18.4M |
| Elite Financial, Inc. | 9.03% | Add +3.6% | 103,564 | $18.3M |
| Composition Wealth, LLC | 0.31% | Add +5.8% | 102,885 | $18.2M |
| Aspire Private Capital, LLC | 4.22% | Add +2.8% | 102,781 | $18.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.39% | Reduce -11.2% | 102,348 | $18.1M |
| Marshall Financial Group Inc. | 5.41% | Reduce -3.8% | 102,185 | $18.1M |
| Capital Investment Advisory Services, LLC | 1.47% | Add +1.8% | 101,301 | $17.9M |
| Sightline Wealth Advisors, LLC | 8.64% | Add +2.8% | 101,255 | $17.9M |
| Campbell Deegan Wealth Management, LLC | 17.60% | Add +3.0% | 101,146 | $17.9M |
| Dakota Wealth Management | 0.37% | Reduce -39.3% | 100,702 | $17.8M |
| Falcon Wealth Planning | 1.80% | Reduce -2.3% | 100,641 | $17.8M |
| Aspen Wealth Strategies, LLC | 10.69% | Add +1.4% | 100,364 | $17.7M |
| Matrix Private Capital Group LLC | 10.42% | Reduce -0.6% | 99,775 | $17.7M |
| Bell Investment Advisors, Inc | 3.05% | Add +3.5% | 100,213 | $17.7M |
| BlueStem Wealth Partners, LLC | 2.16% | Add +23.9% | 99,699 | $17.6M |
| NBT Bank, N.A. | 1.20% | Add +1.8% | 99,151 | $17.5M |
| REAP Financial Group, LLC | 4.11% | Add +24.3% | 99,015 | $17.5M |
| Valence8 US LP | 7.33% | Reduce -13.5% | 98,569 | $17.4M |
| Cresta Advisors, Ltd. | 8.42% | Add +4.7% | 97,747 | $17.3M |
| Cherry Tree Wealth Management, LLC | 3.99% | Reduce -1.4% | 97,089 | $17.2M |
| Focus Partners Advisor Solutions, LLC | 0.23% | Reduce -4.0% | 96,736 | $17.1M |
| Hartmann Taylor Wealth Management, LLC | 14.14% | Add +8.3% | 96,083 | $17.0M |
| Hemington Wealth Management | 2.46% | Add +0.0% | 96,041 | $17.0M |
| Associated Banc-Corp | 0.48% | Add +0.1% | 95,956 | $17.0M |
| Perkins Coie Trust Co | 2.88% | Add +9.6% | 95,524 | $16.9M |
| Visionary Wealth Advisors | 0.86% | Add +26.7% | 95,169 | $16.8M |
| Topel & Distasi Wealth Management, LLC | 8.76% | Reduce -11.1% | 94,583 | $16.7M |
| Advantage Trust Co | 8.20% | Add +2.9% | 94,131 | $16.6M |
| Benchmark Wealth Management, LLC | 7.30% | Reduce -2.8% | 92,968 | $16.4M |
| Pure Financial Advisors, LLC | 0.29% | Add +3.2% | 92,744 | $16.4M |
| CJM Wealth Advisers, Ltd. | 5.43% | Add +1.3% | 92,308 | $16.3M |
| Clayton Financial Group LLC | 19.38% | Reduce -42.6% | 92,228 | $16.3M |
| TBH Global Asset Management, LLC | 3.48% | Reduce -15.1% | 76,621 | $16.3M |
| Stone Summit Wealth LLC | 5.00% | Reduce -0.8% | 91,311 | $16.1M |
| Gemmer Asset Management LLC | 1.42% | Add +3.2% | 90,785 | $16.0M |
| Global Strategic Investment Solutions, LLC | 1.71% | Reduce -1.0% | 90,507 | $16.0M |
| Systelligence, LLC | 2.95% | Add +13.3% | 90,234 | $15.9M |
| LaSalle St. Investment Advisors, LLC | 4.28% | Add +12.9% | 88,333 | $15.6M |
| First United Bank & Trust | 5.42% | Add +9.3% | 88,023 | $15.6M |
| Robinswood Financial LLC | 5.48% | Reduce -1.6% | 87,685 | $15.5M |
| One Charles Private Wealth Services, LLC | 4.34% | Add +2.9% | 87,509 | $15.5M |
| QRG Capital Management, Inc. | 0.13% | Add +24.4% | 87,234 | $15.4M |
| Ashton Thomas Private Wealth, LLC | 0.54% | Add +6.0% | 85,609 | $15.2M |
| AE Wealth Management LLC | 0.11% | Add +4.5% | 85,757 | $15.2M |
| Novem Group | 1.92% | Add +3.1% | 85,444 | $15.1M |
| Bay Harbor Wealth Management, LLC | 4.37% | Reduce -0.5% | 84,778 | $15.1M |
| Souders Financial Advisors | 1.89% | Add +12.3% | 83,891 | $14.8M |
| Whitegate Investment Counselors, Inc. | 5.02% | Add +3.8% | 83,612 | $14.8M |
| Tortoise Investment Management, LLC | 1.40% | Add +4.3% | 83,336 | $14.7M |
| Breakwater Capital Group | 2.39% | Add +1.6% | 82,971 | $14.7M |
| First National Bank of Omaha | 0.95% | Reduce -1.1% | 82,733 | $14.6M |
| Lutz Financial Services LLC | 1.13% | Add +45.6% | 82,234 | $14.5M |
| Rinkey Investments | 4.36% | Reduce -9.4% | 82,019 | $14.5M |
| Ellis Investment Partners, LLC | 2.81% | Reduce -3.7% | 81,763 | $14.5M |
| Obsidian Personal Planning Solutions LLC | 5.84% | Add +1.6% | 81,641 | $14.4M |
| Steele Capital Management, Inc. | 0.69% | Add +6.8% | 81,061 | $14.4M |
| Essex Financial Services, Inc. | 0.94% | Add +0.2% | 81,402 | $14.4M |
| Arkadios Wealth Advisors | 0.43% | Reduce -11.4% | 81,348 | $14.4M |
| Cambridge Associates LLC /Ma/ | 0.32% | No change | 81,110 | $14.3M |
| Qube Research & Technologies Ltd | 0.02% | Add +60.5% | 80,598 | $14.2M |
| UMB Bank, n.a. | 0.22% | Reduce -0.4% | 80,582 | $14.2M |
| Geneos Wealth Management Inc. | 0.35% | Add +9.3% | 80,195 | $14.2M |
| Plum Street Advisors, LLC | 6.25% | Reduce -0.4% | 80,160 | $14.2M |
| Farther Finance Advisors, LLC | 0.28% | Add +2.9% | 80,114 | $14.2M |
| STAR Financial Bank | 8.87% | Add +10.2% | 79,142 | $14.0M |
| TKG Advisors, LLC | 6.26% | Add +0.9% | 79,048 | $14.0M |
| PCA Investment Advisory Services Inc. | 5.88% | Add +17.5% | 78,948 | $14.0M |
| Berger Financial Group, Inc | 0.91% | Add +0.0% | 78,932 | $14.0M |
| Harbour Investments, Inc. | 0.35% | Add +4.8% | 78,686 | $13.9M |
| Oppenheimer & Co. Inc. | 0.18% | Add +17.3% | 78,647 | $13.9M |
| SWP Financial LLC | 7.61% | Add +3.4% | 78,409 | $13.9M |
| Matauro, LLC | 2.60% | Add +0.3% | 78,274 | $13.8M |
| Consolidated Portfolio Review Corp | 1.91% | Add +1.8% | 78,026 | $13.8M |
| Gill Capital Partners, LLC | 4.43% | Add +2.0% | 77,867 | $13.8M |
| Wellspring Financial Advisors, LLC | 1.22% | Reduce -0.7% | 911,306 | $13.7M |
| Kathmere Capital Management, LLC | 1.05% | Add +5.9% | 77,497 | $13.7M |
| Beacon Financial Group | 1.43% | Add +25.2% | 77,496 | $13.7M |
| Bank Hapoalim BM | 1.95% | No change | 79,000 | $13.6M |
| Sapient Capital LLC | 0.24% | Add +48.4% | 76,693 | $13.6M |
| Diversified Portfolios, Inc. | 1.30% | Add +10.8% | 76,990 | $13.6M |
| Outlook Wealth Advisors, LLC | 3.49% | Add +2.5% | 76,694 | $13.6M |
| Wetzel Investment Advisors, Inc. | 6.22% | Add +103.5% | 76,270 | $13.6M |
| Emerald Advisors, LLC | 1.73% | Add +7.6% | 76,498 | $13.5M |
| Bruce G. Allen Investments, LLC | 10.24% | Add +5.7% | 76,439 | $13.5M |
| Bridgewealth Advisory Group, LLC | 3.40% | Add +271.3% | 75,782 | $13.4M |
| IFG Advisory, LLC | 0.67% | Reduce -0.7% | 75,294 | $13.3M |
| Financial Advisory Partners, LLC | 4.17% | Add +2.6% | 75,008 | $13.3M |
| Latigo Investments, LLC | 6.82% | No change | 74,917 | $13.2M |
| E&G Advisors, LLC | 3.43% | Reduce -0.2% | 74,889 | $13.2M |
| Mayfair Advisory Group, LLC | 6.18% | Add +13.1% | 73,667 | $13.1M |
| Clark Financial Services Group Inc. | 8.05% | Reduce -1.8% | 74,122 | $13.1M |
| Madden Advisory Services, Inc. | 5.56% | Reduce -0.1% | 73,816 | $13.0M |
| Christopher J. Hasenberg, Inc | 4.84% | Add +47724.7% | 73,650 | $13.0M |
| Affiance Financial, LLC | 2.63% | Add +12.3% | 73,247 | $12.9M |
| AJ Advisors, LLC | 5.75% | Add +4.2% | 73,154 | $12.9M |
| Ameritas Advisory Services, LLC | 0.67% | Reduce -19.0% | 72,764 | $12.9M |
| Greenhouse Wealth Management, LLC | 8.28% | Reduce -4.8% | 72,748 | $12.9M |
| Greenbush Financial Group, LLC | 5.60% | Add +7.6% | 72,687 | $12.8M |
| CGN Advisors LLC | 1.14% | Add +4.2% | 72,328 | $12.8M |
| Sowell Financial Services LLC | 0.52% | Reduce -1.8% | 72,054 | $12.7M |
| Wealthfront Advisers LLC | 0.03% | Add +20.7% | 71,936 | $12.7M |
| IHT Wealth Management, LLC | 0.35% | Add +38.9% | 71,343 | $12.6M |
| Moody National Bank Trust Division | 1.14% | Add +14.8% | 70,378 | $12.4M |
| CoreCap Advisors, LLC | 0.50% | Add +9.0% | 70,040 | $12.4M |
| Sigma Planning Corp | 0.37% | Reduce -6.9% | 69,937 | $12.4M |
| Maryland Capital Advisors Inc. | 4.83% | Add +10.8% | 69,697 | $12.3M |
| Weaver Capital Management LLC | 3.02% | Reduce -0.9% | 69,507 | $12.3M |
| Cercano Management LLC | 0.35% | No change | 69,120 | $12.2M |
| Perigon Wealth Management, LLC | 0.28% | Add +15.4% | 68,728 | $12.1M |
| Beacon Bridge Wealth Partners, LLC | 4.81% | Add +5.9% | 68,608 | $12.1M |
| 5th Street Advisors, LLC | 6.01% | Reduce -2.8% | 68,473 | $12.1M |
| Valmark Advisers, Inc. | 0.17% | Add +3.6% | 68,266 | $12.1M |
| Prosperitas Financial LLC | 5.67% | Reduce -17.6% | 68,223 | $12.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Reduce -10.8% | 68,050 | $12.0M |
| Leeward Financial Partners, LLC | 3.78% | Reduce -15.5% | 67,452 | $11.9M |
| Archford Capital Strategies, LLC | 1.52% | Add +2.2% | 67,209 | $11.9M |
| Mayport, LLC | 2.84% | Add +19.7% | 66,977 | $11.8M |
| WealthShield Partners, LLC | 1.43% | Reduce -6.3% | 66,900 | $11.8M |
| Lodestar Private Asset Management LLC | 1.36% | Add +7.6% | 66,765 | $11.8M |
| Trust Co of the South | 2.09% | Add +74.7% | 66,655 | $11.8M |
| Americana Partners, LLC | 0.40% | Add +0.0% | 66,149 | $11.7M |
| Traveka Wealth, LLC | 6.13% | Reduce -2.6% | 65,488 | $11.6M |
| Refined Wealth Management | 7.92% | Add +1.3% | 65,211 | $11.5M |
| Cooksen Wealth, LLC | 9.22% | Add +17.6% | 64,890 | $11.5M |
| Ascent Group, LLC | 0.45% | Reduce -7.3% | 64,735 | $11.4M |
| Aire Advisors, LLC | 2.22% | Add +0.5% | 64,714 | $11.4M |
| Benjamin Edwards Inc. | 0.14% | Add +18.0% | 64,140 | $11.3M |
| Susquehanna International Group, LLP | 0.02% | Add +4.7% | 64,113 | $11.3M |
| Zhang Financial LLC | 0.52% | Add +7.3% | 64,065 | $11.3M |
| Commerce Bank | 0.07% | Add +2.8% | 63,904 | $11.3M |
| Elm Partners Management LLC | 0.65% | Reduce -33.2% | 63,779 | $11.3M |
| Black Diamond Financial, LLC | 1.74% | Add +15.3% | 63,460 | $11.2M |
| First Heartland Consultants, Inc. | 1.00% | Add +19.8% | 63,403 | $11.2M |
| Quantinno Capital Management LP | 0.05% | Add +49.3% | 63,010 | $11.1M |
| Hoge Financial Services, LLC | 6.92% | Add +9.7% | 62,889 | $11.1M |
| Sandbox Financial Partners, LLC | 3.50% | Add +0.4% | 62,864 | $11.1M |
| Watershed Private Wealth LLC | 4.02% | Add +20.8% | 62,529 | $11.1M |
| Five Pine Wealth Management | 8.17% | Add +3.9% | 62,377 | $11.0M |
| Gallagher Fiduciary Advisors, LLC | 0.43% | Reduce -18.8% | 62,196 | $11.0M |
| Collective Family Office LLC | 2.82% | Reduce -6.7% | 62,058 | $11.0M |
| HB Wealth Management, LLC | 0.09% | Add +15.8% | 62,049 | $11.0M |
| Titleist Asset Management, LLC | 1.09% | Reduce -8.7% | 61,996 | $11.0M |
| Mokosak Advisory Group, LLC | 3.09% | Reduce -1.0% | 61,812 | $10.9M |
| Red Wave Investments LLC | 3.59% | Reduce -1.9% | 61,685 | $10.9M |
| Sterling Investment Advisors LLC | 5.63% | Add +362.0% | 267,698 | $10.8M |
| Safir Wealth Advisors, LLC | 7.92% | Add +1.4% | 61,087 | $10.8M |
| Quotient Wealth Partners, LLC | 0.32% | Reduce -2.2% | 60,701 | $10.7M |
| Apollon Wealth Management, LLC | 0.21% | Add +19.7% | 60,546 | $10.7M |
| Ieq Capital, LLC | 0.07% | Reduce -35.1% | 60,510 | $10.7M |
| Keystone Financial Group | 0.97% | Reduce -1.0% | 60,305 | $10.7M |
| Manuka Financial, LLC | 5.79% | Reduce -2.1% | 60,082 | $10.6M |
| Von Berge Wealth Management Group, LLC | 5.95% | Add +1.4% | 59,217 | $10.6M |
| Payne Capital Management, LLC | 4.08% | Add +3.6% | 59,925 | $10.6M |
| Cranbrook Wealth Management, LLC | 2.24% | Add +8.2% | 59,324 | $10.5M |
| American Investment Services, Inc. | 2.67% | Reduce -4.6% | 59,221 | $10.5M |
| Wilmington Savings Fund Society, FSB | 0.19% | Add +18.3% | 59,058 | $10.4M |
| Capital Analysts, LLC | 0.35% | Add +2.6% | 59,049 | $10.4M |
| G&S Capital LLC | 4.13% | Reduce -0.9% | 58,983 | $10.4M |
| Axxcess Wealth Management, LLC | 0.25% | Add +184.7% | 58,963 | $10.4M |
| Hurley Capital, LLC | 7.26% | Add +9.2% | 58,574 | $10.4M |
| Wedbush Securities Inc. | 0.36% | Add +1.1% | 58,467 | $10.3M |
| Inlight Wealth Management, LLC | 5.35% | Add +9.6% | 58,455 | $10.3M |
| Snowden Capital Advisors LLC | 0.31% | Add +0.8% | 58,028 | $10.3M |
| HTG Investment Advisors, Inc. | 3.82% | Add +5.9% | 58,088 | $10.3M |
| Abacus Planning Group, Inc. | 1.53% | Add +75.8% | 58,072 | $10.3M |
| Keeler & Nadler Financial Planning & Wealth Management | 4.09% | Add +3.9% | 57,882 | $10.2M |
| BTC Capital Management, Inc. | 0.83% | Reduce -2.2% | 57,757 | $10.2M |
| OneDigital Investment Advisors LLC | 0.11% | Reduce -4.7% | 57,025 | $10.1M |
| Werba Rubin Papier Wealth Management | 1.89% | Add +8.4% | 56,841 | $10.0M |
| CENTRAL TRUST Co | 0.23% | Add +5.2% | 56,817 | $10.0M |
| Integrity Wealth Solutions LLC | 4.87% | Reduce -2.6% | 56,464 | $10.0M |
| Lanham O'Dell & Company, Inc. | 4.21% | New | 56,421 | $10.0M |
| Northeast Financial Consultants Inc | 0.41% | Reduce -4.1% | 56,130 | $9.9M |
| CWS Financial Advisors, LLC | 2.88% | Reduce -1.1% | 56,057 | $9.9M |
| Ellevest, Inc. | 1.58% | Reduce -82.0% | 56,001 | $9.9M |
| Cornerstone Wealth Management, LLC | 0.60% | Add +0.0% | 55,843 | $9.9M |
| Dynamic Wealth Strategies, LLC | 7.11% | Reduce -14.6% | 55,837 | $9.9M |
| Flagship Wealth Advisors, LLC | 3.72% | Add +11.0% | 55,792 | $9.9M |
| Manchester Capital Management LLC | 1.29% | Reduce -34.4% | 55,616 | $9.8M |
| Connecticut Wealth Management, LLC | 0.47% | Add +8.9% | 55,362 | $9.8M |
| Breed's Hill Capital LLC | 4.64% | Reduce -2.4% | 54,485 | $9.6M |
| AQR Capital Management | 0.01% | Add +1.8% | 54,336 | $9.6M |
| Watts Gwilliam & Co., LLC | 1.57% | Add +0.9% | 51,466 | $9.6M |
| Harbor Investment Advisory, LLC | 0.85% | Add +22.9% | 54,105 | $9.6M |
| Raab & Moskowitz Asset Management LLC | 2.28% | Reduce -3.5% | 54,044 | $9.6M |
| First National Bank Sioux Falls | 3.48% | Add +4.7% | 53,716 | $9.5M |
| Prestige Wealth Management Group LLC | 1.93% | Add +5.2% | 53,247 | $9.5M |
| Main Line Retirement Advisors, LLC | 5.36% | Add +10.5% | 53,201 | $9.4M |
| Gunma Bank,Ltd. | 3.06% | No change | 53,000 | $9.4M |
| BLB&B Advisors, LLC | 0.44% | Reduce -0.7% | 52,897 | $9.3M |
| Northstar Group, Inc. | 1.51% | Add +0.1% | 52,837 | $9.3M |
| Per Stirling Capital Management, LLC. | 1.21% | Add +10.7% | 52,636 | $9.3M |
| NorthLanding Financial Partners, LLC | 8.23% | Add +12.0% | 52,580 | $9.3M |
| Weinberger Asset Management, Inc | 3.58% | Add +5.7% | 52,412 | $9.3M |
| Grove Bank & Trust | 1.15% | Reduce -22.2% | 52,277 | $9.2M |
| Performance Wealth Partners, LLC | 0.29% | Add +16.9% | 51,326 | $9.1M |
| Nations Financial Group Inc, /Ia/ | 0.62% | Reduce -0.3% | 51,109 | $9.0M |
| Alliance Wealth Advisors, LLC | 4.91% | Add +6.2% | 51,008 | $9.0M |
| Focus Financial Network, Inc. | 0.36% | Add +12.4% | 50,662 | $9.0M |
| Cyndeo Wealth Partners, LLC | 0.53% | Reduce -0.1% | 50,853 | $9.0M |
| Ausdal Financial Partners, Inc. | 0.60% | Add +9.0% | 50,759 | $9.0M |
| St. Louis Trust Co | 1.19% | Add +8.6% | 50,729 | $9.0M |
| Pinnacle Associates Ltd. | 0.13% | Reduce -2.1% | 50,705 | $9.0M |
| Family Manage LLC | 1.36% | Reduce -2.8% | 50,698 | $9.0M |
| Riversedge Advisors, LLC | 1.73% | Add +47.0% | 50,160 | $8.9M |
| Kingswood Wealth Advisors, LLC | 0.70% | Add +18.0% | 50,049 | $8.8M |
| Symmetry Partners, LLC | 1.08% | Reduce -17.7% | 49,789 | $8.8M |
| Atmos Advisory, LLC | 5.59% | Add +1.5% | 49,606 | $8.8M |
| FF Advisors,LLC | 4.48% | Add +2.1% | 48,861 | $8.6M |
| Drucker Wealth 3.0, LLC | 1.66% | Reduce -0.5% | 48,299 | $8.6M |
| Kingsview Wealth Management, LLC | 0.15% | Reduce -2.5% | 48,705 | $8.6M |
| Cora Capital Advisors LLC | 3.83% | Add +0.1% | 48,694 | $8.6M |
| JMG Financial Group, Ltd. | 0.26% | Reduce -0.7% | 48,663 | $8.6M |
| Hohimer Wealth Management, LLC | 1.54% | Add +6.6% | 48,499 | $8.6M |
| Cerro Pacific Wealth Advisors LLC | 2.38% | Add +18.4% | 48,457 | $8.6M |
| Planning Alternatives Ltd. | 1.19% | Reduce -3.2% | 48,287 | $8.5M |
| Nicolet Advisory Services, LLC | 0.72% | Add +4.3% | 48,374 | $8.5M |
| Magnolia Capital Advisors LLC | 2.13% | Reduce -5.3% | 47,959 | $8.5M |
| Lansing Street Advisors | 2.52% | Add +3.8% | 47,571 | $8.5M |
| Interchange Capital Partners, LLC | 1.94% | Reduce -1.3% | 47,576 | $8.4M |
| TPG Financial Advisors, LLC | 3.35% | Reduce -2.6% | 47,335 | $8.4M |
| Prairieview Wealth Partners, LLC | 8.65% | Add +2.4% | 47,126 | $8.3M |
| Guerra Advisors Inc | 3.93% | New | 46,993 | $8.3M |
| Eclectic Associates Inc. | 1.80% | Add +1.9% | 46,928 | $8.3M |
| Gladstone Institutional Advisory LLC | 0.34% | Add +1.5% | 46,364 | $8.2M |
| Duncan Williams Asset Management, LLC | 2.58% | Add +0.5% | 46,237 | $8.2M |
| Perennial Investment Advisors, LLC | 0.78% | Add +14.1% | 45,648 | $8.1M |
| Vivid Wealth Management, LLC | 3.52% | Reduce -10.5% | 45,261 | $8.0M |
| Founders Financial Securities LLC | 0.61% | Reduce -11.8% | 45,205 | $8.0M |
| VSM Wealth Advisory, LLC | 2.63% | Add +9.8% | 45,076 | $8.0M |
| Level Financial Advisors | 2.48% | Add +16.3% | 45,014 | $8.0M |
| Horizon Bancorp Inc. | 4.00% | Reduce -1.0% | 44,969 | $7.9M |
| Wealth Management Strategies, Inc. | 4.26% | Add +2.6% | 44,873 | $7.9M |
| Register Financial Advisors LLC | 3.46% | Add +1.1% | 44,799 | $7.9M |
| Olistico Wealth, LLC | 4.37% | Reduce -3.0% | 44,559 | $7.9M |
| First County Bank | 4.23% | Reduce -6.3% | 44,462 | $7.9M |
| Advisors Preferred, LLC | 1.29% | No change | 43,800 | $7.8M |
| KFA Private Wealth Group, LLC | 2.41% | Reduce -2.3% | 44,047 | $7.8M |
| Founders Grove Wealth Partners, LLC | 1.95% | Add +6.3% | 43,889 | $7.8M |
| Private Wealth Advisors, LLC | 3.04% | Reduce -2.9% | 43,854 | $7.8M |
| UNIVEST FINANCIAL Corp | 0.46% | Add +6.6% | 43,832 | $7.7M |
| Blue Trust, Inc. | 0.09% | Add +8.7% | 43,704 | $7.7M |
| Neuberger Berman Group LLC | 0.01% | Add +10.6% | 43,691 | $7.7M |
| Valpey Financial Services, LLC | 5.32% | — | 43,548 | $7.7M |
| Avestar Capital, LLC | 0.56% | Add +15.5% | 43,408 | $7.7M |
| Pathstone Holdings, LLC | 0.03% | Reduce -31.8% | 43,480 | $7.7M |
| Elevated Capital Advisors, LLC | 2.15% | No change | 44,464 | $7.7M |
| Spreng Capital Management, Inc. | 3.26% | Add +1.3% | 43,408 | $7.7M |
| O'shaughnessy Asset Management, LLC | 0.05% | Add +14.1% | 43,395 | $7.7M |
| Hardy Reed LLC | 0.61% | No change | 43,231 | $7.6M |
| GoalFusion Wealth Management, LLC | 3.91% | Reduce -0.5% | 43,040 | $7.6M |
| Paragon Capital Management Ltd | 1.39% | Add +3.4% | 43,023 | $7.6M |
| Mackenzie Financial Corp. | 0.01% | Add +13.0% | 42,667 | $7.5M |
| Avantax Planning Partners, Inc. | 0.24% | Reduce -3.2% | 42,269 | $7.5M |
| Florida Financial Advisors, LLC | 1.81% | Add +1.6% | 42,170 | $7.5M |
| Clear Creek Financial Management, LLC | 0.70% | Add +129.5% | 41,811 | $7.4M |
| Ballentine Partners, LLC | 0.11% | Add +34.4% | 41,679 | $7.4M |
| Asset Planning Corporation | 3.89% | Reduce -9.2% | 41,360 | $7.3M |
| Semmax Financial Advisors Inc. | 1.87% | Add +0.8% | 40,814 | $7.3M |
| Investment Advisory Group, LLC | 2.18% | Add +3.1% | 40,808 | $7.2M |
| Brighton Jones LLC | 0.19% | Reduce -5.4% | 40,593 | $7.2M |
| AlphaStar Capital Management, LLC | 0.50% | New | 40,444 | $7.1M |
| Cardiff Park Advisors, LLC | 0.61% | No change | 40,179 | $7.1M |
| Midwest Trust Co | 0.10% | — | 39,974 | $7.1M |
| Sharper & Granite LLC | 2.68% | Reduce -0.5% | 39,499 | $7.1M |
| Kovack Advisors, Inc. | 0.69% | Add +2.3% | 39,615 | $7.0M |
| Pine Valley Investments Ltd Liability Co | 0.41% | Reduce -0.1% | 39,272 | $7.0M |
| Greenberg Financial Group | 2.61% | Reduce -1.8% | 31,902 | $7.0M |
| Dravo Bay LLC | 3.36% | Add +1.8% | 39,503 | $7.0M |
| Willis Johnson & Associates, Inc. | 0.47% | Reduce -10.0% | 39,302 | $6.9M |
| Mustard Seed Financial, LLC | 5.00% | Add +2.8% | 39,274 | $6.9M |
| Ancora Advisors LLC | 0.14% | Add +0.1% | 39,265 | $6.9M |
| Ocean Park Asset Management, LLC | 0.24% | No change | 39,800 | $6.9M |
| Strategic Family Wealth Counselors, L.L.C. | 1.96% | Reduce -2.2% | 38,842 | $6.9M |
| One Capital Management, LLC | 0.23% | Add +19.4% | 38,307 | $6.8M |
| Uptick Partners, LLC | 1.93% | Add +4.2% | 38,205 | $6.8M |
| Signet Financial Management, LLC | 0.85% | Reduce -6.0% | 38,074 | $6.7M |
| Birnam Oak Advisors, LP | 2.01% | No change | 38,000 | $6.7M |
| Accel Wealth Management | 2.23% | Add +0.3% | 37,809 | $6.7M |
| Vantagepoint Investment Advisers LLC | 0.67% | Reduce -31.4% | 37,720 | $6.7M |
| Ackerman Capital Advisors, LLC | 1.54% | Reduce -3.0% | 37,565 | $6.6M |
| Valeo Financial Advisors, LLC | 0.16% | Add +12.1% | 43,977 | $6.6M |
| IPG Investment Advisors LLC | 1.28% | Reduce -0.2% | 36,981 | $6.6M |
| WBH Advisory Inc. | 0.56% | Reduce -2.9% | 37,057 | $6.5M |
| Frontier Asset Management, LLC | 1.78% | Reduce -4.5% | 36,966 | $6.5M |
| Family CFO Inc | 3.24% | Reduce -1.0% | 36,556 | $6.5M |
| Eagle Strategies LLC | 0.98% | Add +5.1% | 36,529 | $6.5M |
| Planwiser Financial, LLC | 5.50% | Add +10.2% | 35,869 | $6.4M |
| GenTrust, LLC | 0.30% | Reduce -17.5% | 36,268 | $6.4M |
| Marietta Wealth Management, LLC | 0.84% | Add +2.5% | 36,395 | $6.4M |
| Journey Beyond Wealth, LLC | 5.40% | Add +7.1% | 36,219 | $6.4M |
| Exchange Traded Concepts, LLC | 0.08% | New | 36,016 | $6.4M |
| Phillips Financial Management, LLC | 0.46% | Add +0.2% | 35,961 | $6.4M |
| McLean Asset Management Corp | 1.67% | Reduce -3.0% | 35,545 | $6.4M |
| Koss-Olinger Consulting, LLC | 0.52% | Reduce -4.5% | 35,776 | $6.3M |
| Financial Life Advisors | 2.16% | Reduce -2.2% | 35,761 | $6.3M |
| Flagship Harbor Advisors, LLC | 0.30% | Reduce -0.3% | 35,717 | $6.3M |
| SigFig Wealth Management, LLC | 0.21% | Add +2.6% | 35,684 | $6.3M |
| Dana Investment Advisors, Inc. | 0.21% | Add +590.3% | 35,583 | $6.3M |
| Avant Capital LLC | 4.86% | Add +1.9% | 35,445 | $6.3M |
| Factor Wealth Management LTD | 1.71% | Add +11.0% | 35,384 | $6.3M |
| Verdence Capital Advisors LLC | 0.42% | Add +0.5% | 35,184 | $6.2M |
| Grey Ledge Advisors, LLC | 1.52% | Reduce -1.6% | 35,152 | $6.2M |
| Richardson Financial Services Inc. | 4.17% | Add +25.8% | 34,876 | $6.2M |
| Martel Wealth Advisors LLC | 1.13% | Add +0.1% | 34,540 | $6.1M |
| Thrive Capital Management, LLC | 1.91% | New | 34,519 | $6.1M |
| Summit Trail Advisors, LLC | 0.10% | New | 34,322 | $6.1M |
| Osborne Partners Capital Management, LLC | 0.32% | Add +4.0% | 34,425 | $6.1M |
| Forbes Financial Planning, Inc. | 4.11% | Reduce -13.5% | 34,424 | $6.1M |
| Greystone Financial Group, LLC | 1.00% | Add +28.1% | 34,408 | $6.1M |
| Certus Wealth Management, LLC | 3.91% | Add +372.5% | 34,360 | $6.1M |
| TFR Capital, LLC. | 2.20% | Add +1.1% | 34,326 | $6.1M |
| Integrated Investment Consultants, LLC | 1.18% | Add +0.4% | 34,026 | $6.0M |
| Fortune 45 LLC | 3.47% | Reduce -1.4% | 34,024 | $6.0M |
| Midwestern Financial, LLC | 5.64% | — | 34,022 | $6.0M |
| Kilter Group LLC | 3.17% | New | 34,010 | $6.0M |
| Vicus Capital | 0.50% | Add +0.4% | 33,841 | $6.0M |
| StoneX Group Inc. | 0.29% | Reduce -2.8% | 33,518 | $5.9M |
| Texas Yale Capital Corp. | 0.19% | Add +5.9% | 33,544 | $5.9M |
| Beaumont Financial Advisors, LLC | 0.42% | Reduce -6.2% | 33,183 | $5.9M |
| Simmons Bank | 0.42% | Reduce -8.3% | 33,112 | $5.9M |
| Santori & Peters, Inc. | 2.12% | Add +1.0% | 33,107 | $5.9M |
| Chris Bulman Inc | 3.32% | Reduce -1.0% | 32,932 | $5.8M |
| McAdam, LLC | 0.32% | Add +96.9% | 32,836 | $5.8M |
| Strategic Investment Solutions, Inc. | 1.76% | Add +30.3% | 32,838 | $5.8M |
| Cutler Investment Counsel LLC | 0.64% | Reduce -1.9% | 32,579 | $5.8M |
| Transcend Capital Advisors, LLC | 0.45% | Reduce -49.2% | 32,623 | $5.8M |
| Agf Management Ltd. | 0.03% | Reduce -0.7% | 32,585 | $5.8M |
| U.S. Capital Wealth Advisors, LLC | 0.17% | Add +0.6% | 32,572 | $5.8M |
| Kelleher Financial Advisors | 1.99% | Add +14.1% | 32,462 | $5.7M |
| Insigneo Advisory Services, LLC | 0.49% | Reduce -8.6% | 32,410 | $5.7M |
| Alexander Labrunerie & Co., Inc. | 2.37% | Add +2.2% | 32,396 | $5.7M |
| Washington Trust Advisors, Inc. | 0.46% | Add +1.1% | 32,382 | $5.7M |
| Flagstar Securities, Inc. | 1.58% | Reduce -9.5% | 32,194 | $5.7M |
| Manning & Napier Advisors LLC | 0.07% | Reduce -34.1% | 32,356 | $5.7M |
| Bath Savings Trust Co | 0.58% | Reduce -0.0% | 32,313 | $5.7M |
| Atlas Capital Advisors Inc. | 0.70% | Reduce -15.7% | 32,168 | $5.7M |
| Aries Wealth Management | 1.48% | Reduce -2.4% | 31,937 | $5.6M |
| Painted Porch Advisors LLC | 2.31% | Add +4.3% | 31,852 | $5.6M |
| Security Financial Services, INC. | 0.99% | Reduce -0.8% | 31,741 | $5.6M |
| Idaho Trust Co | 2.00% | Add +4.7% | 31,678 | $5.6M |
| Wedmont Private Capital | 0.24% | Add +8.6% | 31,405 | $5.6M |
| Advyzon Investment Management, LLC | 1.24% | Reduce -18.4% | 31,613 | $5.6M |
| LPWM LLC | 1.63% | Add +4.4% | 31,565 | $5.6M |
| Capital Advisors, Ltd. LLC | 0.69% | Add +0.7% | 31,510 | $5.6M |
| Tsfg, LLC | 1.01% | Add +8.2% | 31,455 | $5.6M |
| Windward Private Wealth Management Inc. | 2.00% | Reduce -0.9% | 31,429 | $5.6M |
| Stevens Capital Partners | 1.99% | Add +1.9% | 31,344 | $5.5M |
| Wealthedge Investment Advisors, LLC | 2.30% | Reduce -9.2% | 31,187 | $5.5M |
| Laraway Financial Advisors Inc | 4.16% | Reduce -2.7% | 31,063 | $5.5M |
| Krilogy Financial LLC | 0.31% | Add +17.8% | 30,937 | $5.5M |
| Fiduciary Family Office, LLC | 1.79% | New | 30,934 | $5.5M |
| United Advisor Group, LLC | 0.94% | Add +48.3% | 30,709 | $5.4M |
| Gateway Wealth Partners, LLC | 1.03% | Add +5.2% | 30,700 | $5.4M |
| Intellectus Partners, LLC | 1.17% | Add +0.3% | 30,511 | $5.4M |
| Argent Trust Co | 0.20% | Add +0.4% | 30,642 | $5.4M |
| Beaumont Asset Management, L.L.C. | 2.90% | Reduce -1.6% | 30,578 | $5.4M |
| N.E.W. Advisory Services LLC | 0.52% | Reduce -14.3% | 30,558 | $5.4M |
| Angeles Investment Advisors, LLC | 0.30% | Reduce -76.9% | 30,480 | $5.4M |
| Blueprint Investment Partners LLC | 0.95% | Add +29.4% | 30,417 | $5.4M |
| Winthrop Capital Management, LLC | 1.35% | Reduce -7.3% | 30,201 | $5.3M |
| Yarger Wealth Strategies, LLC | 2.78% | Reduce -3.7% | 30,057 | $5.3M |
| LexAurum Advisors, LLC | 0.84% | Add +559.3% | 29,951 | $5.3M |
| Nikulski Financial, Inc. | 1.44% | Reduce -1.4% | 29,846 | $5.3M |
| Defined Wealth Management, LLC | 3.25% | Add +1.0% | 29,767 | $5.3M |
| Stratos Wealth Advisors, LLC | 0.28% | Reduce -6.5% | 29,746 | $5.3M |
| Sax Wealth Advisors, LLC | 0.32% | Reduce -6.0% | 29,732 | $5.3M |
| Clarity Capital Advisors, LLC | 3.06% | Reduce -0.4% | 29,703 | $5.2M |
| Orser Capital Management, LLC | 3.74% | Reduce -39.2% | 29,688 | $5.2M |
| Johnson Investment Counsel Inc. | 0.05% | Add +2.2% | 29,664 | $5.2M |
| Fiduciary Advisors, Inc. | 4.61% | Add +0.4% | 29,645 | $5.2M |
| ArchPoint Investors | 1.54% | No change | 29,467 | $5.2M |
| King Wealth Management Group | 0.71% | Add +39.4% | 29,567 | $5.2M |
| Trinity Financial Advisors LLC | 1.60% | Reduce -9.7% | 29,358 | $5.2M |
| Csenge Advisory Group | 0.27% | Reduce -2.1% | 30,392 | $5.2M |
| BCS Wealth Management | 1.12% | Add +5.7% | 29,414 | $5.2M |
| Bonfire Financial | 4.24% | Add +0.5% | 29,056 | $5.2M |
| Diversified Trust Co. | 0.11% | Add +3.9% | 29,177 | $5.2M |
| Empowered Funds, LLC | 0.06% | Add +7.1% | 29,168 | $5.2M |
| New York Life Investment Management LLC | 0.05% | New | 28,995 | $5.1M |
| TCI Wealth Advisors, Inc. | 0.35% | Add +597.1% | 28,945 | $5.1M |
| Oak Harvest Investment Services | 0.64% | Add +2.4% | 28,855 | $5.1M |
| Grandview Asset Management LLC | 1.63% | Add +0.2% | 28,816 | $5.1M |
| Stephen J. Garry & Associates, LLC | 4.37% | Reduce -7.0% | 28,619 | $5.1M |
| Well Done, LLC | 0.95% | Add +9.8% | 28,560 | $5.0M |
| Destination Wealth Management | 0.15% | Reduce -7.5% | 28,489 | $5.0M |
| Opus Capital Group, LLC | 0.60% | Reduce -0.2% | 28,429 | $5.0M |
| Belpointe Asset Management LLC | 0.21% | Add +4.3% | 28,331 | $5.0M |
| Long Island Wealth Management, Inc. | 2.57% | Add +1.2% | 28,041 | $5.0M |
| Coastal Bridge Advisors, LLC | 0.41% | Reduce -1.9% | 27,973 | $4.9M |
| Diversified Enterprises, LLC | 0.37% | Add +1.6% | 27,960 | $4.9M |
| Fund Evaluation Group, LLC | 0.19% | New | 27,750 | $4.9M |
| Ritholtz Wealth Management | 0.11% | Add +64.9% | 27,743 | $4.9M |
| RoundAngle Advisors LLC | 4.09% | Add +1.0% | 27,739 | $4.9M |
| Sound View Wealth Advisors Group, LLC | 0.36% | Reduce -2.3% | 27,433 | $4.8M |
| Kiley Juergens Wealth Management, LLC | 1.11% | Add +0.0% | 27,318 | $4.8M |
| Ami Investment Management Inc. | 1.24% | Add +8.0% | 27,107 | $4.8M |
| Red Tortoise LLC | 2.33% | Reduce -16.1% | 27,049 | $4.8M |
| Smartleaf Asset Management LLC | 0.42% | Add +23.0% | 26,989 | $4.8M |
| Prospect Financial Services LLC | 2.97% | Reduce -3.7% | 26,936 | $4.8M |
| HBK Sorce Advisory LLC | 0.13% | Add +304.5% | 26,926 | $4.8M |
| Montag A & Associates Inc. | 0.23% | Reduce -6.2% | 26,747 | $4.8M |
| Family Wealth Partners, LLC | 1.87% | Reduce -7.5% | 26,418 | $4.7M |
| Joel Isaacson & Co., LLC | 0.19% | Add +37.7% | 26,399 | $4.7M |
| LifePlan Investment Advisors, Inc. | 2.31% | Add +20.8% | 26,300 | $4.6M |
| Level Four Advisory Services, LLC | 0.17% | Add +83.5% | 26,212 | $4.6M |
| Compass Ion Advisors, LLC | 0.50% | Reduce -2.8% | 26,083 | $4.6M |
| Winthrop Advisory Group LLC | 0.44% | Add +209.5% | 25,808 | $4.6M |
| Private Wealth Asset Management, LLC | 0.61% | Reduce -4.2% | 25,906 | $4.6M |
| Debussy Capital Management LP | 0.69% | Add +14.6% | 25,848 | $4.6M |
| Money Concepts Capital Corp. | 0.31% | Add +68.9% | 25,844 | $4.6M |
| Arete Wealth Advisors, LLC | 0.32% | Add +28.7% | 25,825 | $4.6M |
| Old National Bancorp | 0.08% | Add +17.5% | 25,822 | $4.6M |
| Dentgroup LLC | 3.17% | Reduce -1.8% | 25,821 | $4.6M |
| Peak Retirement Planning, Inc. | 1.84% | Add +25.5% | 25,804 | $4.6M |
| Wealth Management Resources, Inc. | 1.56% | Add +5.8% | 25,789 | $4.6M |
| Continuum Advisory, LLC | 0.55% | Add +8.4% | 25,786 | $4.6M |
| Wealth Preservation Advisors, LLC | 2.80% | Add +1.5% | 25,666 | $4.5M |
| Rehmann Capital Advisory Group | 0.27% | Add +0.0% | 25,660 | $4.5M |
| Catalyst Private Wealth, LLC | 2.01% | Reduce -14.6% | 25,557 | $4.5M |
| First Manhattan Co. Llc. | 0.01% | Add +4.0% | 25,234 | $4.5M |
| Newton One Investments LLC | 1.41% | Add +6.4% | 25,344 | $4.5M |
| First Financial Bank - Trust Division | 0.39% | Add +0.7% | 25,208 | $4.5M |
| Davidson Trust Co. | 2.04% | Add +13.1% | 24,986 | $4.4M |
| Ironsides Asset Advisors, LLC | 1.28% | No change | 24,945 | $4.4M |
| Barrett & Company, Inc. | 1.65% | Add +0.5% | 24,905 | $4.4M |
| Great Lakes Advisors, LLC | 0.04% | Add +1.4% | 24,624 | $4.4M |
| World Investment Advisors | 0.10% | Add +8.1% | 24,578 | $4.4M |
| Lodestone Wealth Management LLC | 2.11% | Reduce -0.4% | 24,546 | $4.3M |
| Councilor Wealth, LLC | 2.02% | Reduce -2.1% | 24,488 | $4.3M |
| Kuhn & Co Investment Counsel | 3.26% | Add +17.3% | 24,409 | $4.3M |
| Motiv8 Investments LLC | 2.63% | Add +5.5% | 24,315 | $4.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.07% | Reduce -6.8% | 24,259 | $4.3M |
| Chesley Taft & Associates LLC | 0.19% | Reduce -2.2% | 24,169 | $4.3M |
| Moser Wealth Advisors, LLC | 2.05% | Add +13.8% | 24,117 | $4.3M |
| Victrix Investment Advisors | 1.88% | Add +4.7% | 24,079 | $4.3M |
| Glass Jacobson Investment Advisors llc | 1.64% | Reduce -1.6% | 24,053 | $4.3M |
| Culbertson A N & Co. Inc. | 0.65% | Add +1.3% | 23,954 | $4.2M |
| Syon Capital LLC | 0.28% | Reduce -17.9% | 23,914 | $4.2M |
| Hickory Asset Management, Inc. | 3.49% | Reduce -0.2% | 23,854 | $4.2M |
| Fourth Dimension Wealth, LLC | 1.78% | Reduce -27.1% | 23,838 | $4.2M |
| Bryn Mawr Trust Advisors, LLC | 0.23% | Reduce -8.4% | 23,735 | $4.2M |
| Charter Oak Capital Management, LLC | 0.35% | Add +1.6% | 23,686 | $4.2M |
| Good Life Advisors, LLC | 0.26% | Reduce -3.6% | 23,675 | $4.2M |
| Auxano Advisors, LLC | 0.97% | Reduce -0.0% | 23,611 | $4.2M |
| Intrinsic Value Partners, LLC | 3.71% | Add +33.4% | 23,592 | $4.2M |
| Synovus Financial Corp. | 0.05% | Add +8.8% | 23,518 | $4.2M |
| LifeSteps Financial, Inc. | 2.85% | Add +15.0% | 23,494 | $4.2M |
| Harbor Asset Planning, Inc. | 3.94% | — | 23,339 | $4.1M |
| Wescott Financial Advisory Group, LLC | 0.39% | Reduce -6.9% | 23,331 | $4.1M |
| Apexium Financial, LP | 0.22% | Reduce -11.3% | 23,088 | $4.1M |
| Birchcreek Wealth Management, LLC | 2.32% | Reduce -1.9% | 23,198 | $4.1M |
| Leo Wealth, LLC | 0.32% | Add +58.9% | 23,193 | $4.1M |
| Acropolis Investment Management, LLC | 0.22% | Add +8.9% | 23,046 | $4.1M |
| Waddell & Associates, LLC | 0.43% | Add +30.3% | 22,810 | $4.0M |
| AlphaCore Capital LLC | 0.15% | Add +382.6% | 22,679 | $4.0M |
| Emergent Wealth Advisors, LLC | 2.57% | Add +2.2% | 22,189 | $4.0M |
| Empower Advisory Group, LLC | 0.01% | Add +18.7% | 22,661 | $4.0M |
| Vise Technologies, Inc. | 0.16% | — | 22,574 | $4.0M |
| Summit Wealth Group LLC / Co. | 1.00% | — | 22,429 | $4.0M |
| NorthStar Asset Management LLC | 2.10% | Add +2.1% | 22,536 | $4.0M |
| Foundations Investment Advisors, LLC | 0.06% | Reduce -62.4% | 22,513 | $4.0M |
| Hillcrest Wealth Advisors - NY, LLC | 1.87% | Reduce -6.1% | 22,500 | $4.0M |
| Independent Advisor Alliance | 0.11% | Reduce -1.7% | 22,476 | $4.0M |
| National Philanthropic Trust | 0.05% | No change | 22,440 | $4.0M |
| Disciplined Investments, LLC | 1.68% | Add +0.7% | 22,436 | $4.0M |
| Roof Eidam Maycock Peralta, LLC | 0.97% | Add +13.2% | 22,309 | $3.9M |
| Maxele Advisors, LLC | 3.43% | Add +5.0% | 22,242 | $3.9M |
| Clarius Group, LLC | 0.23% | No change | 22,143 | $3.9M |
| Siligmueller & Norvid Wealth Advisors LLC | 1.52% | Add +5.4% | 22,075 | $3.9M |
| XML Financial, LLC | 0.34% | Add +2.8% | 22,083 | $3.9M |
| Prosperity Planning, Inc. | 1.58% | Reduce -0.8% | 22,057 | $3.9M |
| Alamar Capital Management, LLC | 2.11% | Add +28.1% | 21,903 | $3.9M |
| Curi Capital, LLC | 0.07% | Add +1527.2% | 21,869 | $3.9M |
| Quadcap Wealth Management, LLC | 0.49% | Add +0.6% | 21,962 | $3.9M |
| Wealth Advisory Solutions, LLC | 0.98% | Add +4.7% | 21,950 | $3.9M |
| Avidian Wealth Enterprises, LLC | 0.16% | Reduce -0.1% | 21,921 | $3.9M |
| Aegis Wealth Management LLC | 2.32% | No change | 22,379 | $3.9M |
| Quest 10 Wealth Builders, Inc. | 3.76% | Reduce -1.7% | 21,865 | $3.9M |
| Independent Financial Group, LLC | 0.11% | Add +1.5% | 21,726 | $3.8M |
| NWF Advisory Services Inc. | 0.46% | Add +60.7% | 21,684 | $3.8M |
| Paces Ferry Wealth Advisors, LLC | 1.76% | Reduce -0.0% | 21,649 | $3.8M |
| Curran Financial Partners, LLC | 0.84% | Add +36.3% | 21,549 | $3.8M |
| Stonegate Investment Group, LLC | 0.10% | Add +5.5% | 21,515 | $3.8M |
| United Bank | 1.45% | Add +1.8% | 21,435 | $3.8M |
| Dorsey & Whitney Trust CO LLC | 0.20% | Reduce -20.3% | 21,430 | $3.8M |
| Tobias Financial Advisors, Inc. | 0.64% | Reduce -0.1% | 21,285 | $3.8M |
| Goodman Financial Corp | 0.76% | New | 21,270 | $3.8M |
| Hubbell Strickland Wealth Management, LLC | 1.65% | Add +0.2% | 21,189 | $3.7M |
| Carret Asset Management, LLC | 0.40% | Add +1.5% | 21,174 | $3.7M |
| Moisand Fitzgerald Tamayo, LLC | 0.47% | Reduce -0.6% | 21,171 | $3.7M |
| Magnus Financial Group LLC | 0.33% | Reduce -0.9% | 21,135 | $3.7M |
| City State Bank | 1.17% | Add +2.7% | 21,113 | $3.7M |
| Old North State Wealth Management, LLC | 1.94% | Add +3.9% | 21,042 | $3.7M |
| Triune Financial Partners, LLC | 1.01% | Add +1.1% | 20,856 | $3.7M |
| Keyvantage Wealth, LLC | 1.65% | Reduce -6.1% | 20,846 | $3.7M |
| Seeds Investor LLC | 0.86% | Reduce -7.5% | 20,749 | $3.7M |
| GFS Advisors, LLC | 0.50% | Reduce -5.6% | 20,585 | $3.6M |
| Pioneer Wealth Management Group | 1.33% | Reduce -7.7% | 20,321 | $3.6M |
| Precision Wealth Strategies, LLC | 1.16% | New | 20,296 | $3.6M |
| Compass Advisory Group LLC | 1.13% | Add +11.7% | 20,152 | $3.6M |
| Carnegie Investment Counsel | 0.07% | Add +4.2% | 20,213 | $3.6M |
| MV Capital Management, Inc. | 0.37% | No change | 20,208 | $3.6M |
| Hexagon Capital Partners LLC | 0.79% | Reduce -11.5% | 20,198 | $3.6M |
| ERn Financial, LLC | 0.75% | Reduce -0.8% | 20,165 | $3.6M |
| Tacita Capital Inc | 2.29% | Add +0.5% | 20,152 | $3.6M |
| 2UniFi Bank | 2.01% | Add +55.2% | 20,031 | $3.5M |
| LongView Wealth Management | 1.07% | Reduce -52.5% | 20,020 | $3.5M |
| Maia Wealth LLC | 0.67% | Add +6.1% | 19,920 | $3.5M |
| Chemistry Wealth Management LLC | 0.76% | Add +14.4% | 19,919 | $3.5M |
| Sage Mountain Advisors LLC | 0.23% | Add +9.6% | 19,918 | $3.5M |
| Fonville Wealth Management LLC | 0.89% | Add +7.5% | 19,836 | $3.5M |
| Strategic Financial Concepts, LLC | 0.49% | Add +2.8% | 19,879 | $3.5M |
| Milestone Investment Advisors LLC | 0.92% | Reduce -0.2% | 19,878 | $3.5M |
| NORTHSTAR ASSET MANAGEMENT Co | 0.81% | Add +5.1% | 19,875 | $3.5M |
| Pallas Capital Advisors LLC | 0.13% | Reduce -4.7% | 19,826 | $3.5M |
| WESCAP Management Group, Inc. | 0.80% | Add +13.1% | 19,788 | $3.5M |
| Evanson Asset Management, LLC | 0.22% | Reduce -0.9% | 19,766 | $3.5M |
| Uptown Financial Advisors LLC | 3.24% | Reduce -2.9% | 19,731 | $3.5M |
| Novak & Powell Financial Services, Inc. | 2.42% | Reduce -27.7% | 19,729 | $3.5M |
| Cornerstone Advisory, LLC | 0.37% | Add +1.7% | 19,705 | $3.5M |
| Strategic Financial Partners, Ltd. | 1.61% | Reduce -0.6% | 19,684 | $3.5M |
| Hilltop Holdings Inc. | 0.22% | Reduce -4.2% | 19,656 | $3.5M |
| DT Investment Partners, LLC | 0.31% | No change | 19,590 | $3.5M |
| Segment Wealth Management, LLC | 0.22% | No change | 19,590 | $3.5M |
| Sawgrass Asset Management LLC | 0.39% | No change | 19,461 | $3.4M |
| Cascade Wealth Advisors, Inc | 1.94% | Reduce -11.1% | 19,278 | $3.4M |
| Diversify Advisory Services, LLC | 0.13% | Add +103.8% | 19,122 | $3.4M |
| Litman Gregory Wealth Management LLC | 0.27% | Reduce -0.1% | 19,411 | $3.4M |
| Luminvest Wealth Management LLC | 1.23% | Add +5.8% | 19,405 | $3.4M |
| TAGStone Capital, Inc. | 1.41% | Add +25.4% | 19,195 | $3.4M |
| Nicolet Bankshares Inc. | 0.59% | Reduce -0.5% | 19,308 | $3.4M |
| Monument Group Wealth Advisors, LLC | 2.13% | Add +6.6% | 19,181 | $3.4M |
| Insight Advisors, LLC/ PA | 0.55% | Reduce -0.3% | 19,169 | $3.4M |
| Beacon Financial Advisory LLC | 0.88% | Add +7.3% | 19,155 | $3.4M |
| SageView Advisory Group, LLC | 0.13% | Reduce -10.1% | 18,834 | $3.4M |
| Marotta Asset Management | 0.68% | Reduce -5.0% | 19,115 | $3.4M |
| Francis Financial, Inc. | 0.78% | New | 19,059 | $3.4M |
| Glenview Trust Co | 0.06% | Add +3.9% | 18,949 | $3.3M |
| Moneco Advisors, LLC | 0.31% | Add +0.7% | 18,907 | $3.3M |
| Twin Focus Capital Partners, LLC | 0.47% | Add +40.6% | 18,876 | $3.3M |
| Claris Financial LLC | 2.51% | Reduce -25.0% | 18,854 | $3.3M |
| American Alpha Advisors, LLC | 2.68% | Reduce -25.9% | 18,826 | $3.3M |
| Base Wealth Management LLC | 2.13% | Add +20.2% | 18,818 | $3.3M |
| Principle Wealth Partners LLC | 0.21% | Reduce -0.2% | 18,697 | $3.3M |
| Sheets Smith Wealth Management | 0.39% | No change | 18,667 | $3.3M |
| Northeast Investment Management | 0.14% | Add +3.4% | 18,610 | $3.3M |
| Tidal Investments LLC | 0.02% | Add +67.1% | 18,606 | $3.3M |
| Weitzel Financial Services, Inc. | 1.37% | Reduce -4.3% | 18,221 | $3.2M |
| L.K. Benson & Company, P.C. | 1.98% | Reduce -1.3% | 18,277 | $3.2M |
| JFS Wealth Advisors, LLC | 0.20% | Reduce -1.0% | 18,142 | $3.2M |
| Archvest Wealth Advisors, Inc. | 2.78% | Add +7.1% | 18,053 | $3.2M |
| AdvisorNet Financial, Inc | 0.21% | Reduce -2.0% | 17,989 | $3.2M |
| Prospera Capital Management, LLC | 1.75% | Add +5.0% | 17,798 | $3.2M |
| Private Trust Co. NA | 0.30% | Add +5.9% | 17,774 | $3.1M |
| SwitchPoint Financial Planning, LLC | 2.56% | Add +13.9% | 17,673 | $3.1M |
| FDx Advisors, Inc. | 0.95% | Reduce -1.0% | 17,568 | $3.1M |
| OneAscent Financial Services LLC | 0.22% | Reduce -41.0% | 17,489 | $3.1M |
| Regions Financial Corp. | 0.02% | Add +1.5% | 17,516 | $3.1M |
| Aptus Capital Advisors, LLC | 0.03% | Add +5.8% | 17,344 | $3.1M |
| BKM Wealth Management, LLC | 1.20% | Add +1.7% | 17,340 | $3.1M |
| CWA Asset Management Group, LLC | 0.13% | Add +8.3% | 17,313 | $3.1M |
| Amara Financial, Llc. | 2.69% | Reduce -0.1% | 17,312 | $3.1M |
| Fsa Wealth Partners, Inc. | 1.48% | New | 17,297 | $3.1M |
| Blueprint Financial Advisors LLC | 0.98% | New | 17,253 | $3.0M |
| LM Advisors LLC | 0.39% | Reduce -0.2% | 17,194 | $3.0M |
| Salomon & Ludwin, LLC | 0.30% | Reduce -1.4% | 16,803 | $3.0M |
| Gibraltar Capital Management, Inc. | 0.58% | Add +2.8% | 16,773 | $3.0M |
| MRWM Advisors, LLC | 1.85% | Add +20.7% | 16,744 | $3.0M |
| Advisory Alpha, LLC | 0.09% | Add +13.1% | 16,575 | $2.9M |
| MSH Capital Advisors LLC | 0.84% | Reduce -0.3% | 16,559 | $2.9M |
| Martin Worley Group | 1.43% | Add +5.9% | 16,499 | $2.9M |
| SeaCrest Wealth Management, LLC | 0.32% | Reduce -2.7% | 16,480 | $2.9M |
| United Bank | 0.35% | Reduce -10.9% | 16,446 | $2.9M |
| Anchor Investment Management, LLC | 0.25% | Add +7.1% | 16,423 | $2.9M |
| Forefront Analytics, LLC | 3.24% | Add +14.3% | 16,391 | $2.9M |
| Arrien Investments, Inc. | 1.83% | Add +3.0% | 16,388 | $2.9M |
| Walter & Keenan Wealth Management LLC /in/ | 0.84% | Reduce -2.6% | 16,367 | $2.9M |
| Infinity Wealth Counsel, LLC | 2.92% | Add +2.1% | 16,325 | $2.9M |
| Global Wealth Management Investment Advisory, Inc. | 0.54% | Reduce -4.3% | 16,324 | $2.9M |
| Johnson Financial Group, Inc. | 0.13% | Add +46.8% | 16,230 | $2.9M |
| PFG Investments, LLC | 0.17% | Add +16.9% | 16,288 | $2.9M |
| Aua Capital Management, LLC | 1.71% | Add +19.9% | 16,168 | $2.9M |
| Cloud Capital Management, LLC | 1.78% | Add +11.0% | 16,114 | $2.9M |
| Tocqueville Asset Management L.P. | 0.04% | Reduce -4.7% | 16,139 | $2.9M |
| Parsons Capital Management Inc. | 0.17% | Reduce -0.9% | 16,070 | $2.8M |
| Stage Harbor Financial, LLC | 2.30% | Reduce -2.5% | 16,043 | $2.8M |
| Sterling Group Wealth Management, LLC | 1.56% | Reduce -28.9% | 15,997 | $2.8M |
| Northwest Wealth Management, LLC | 0.51% | Reduce -1.8% | 15,982 | $2.8M |
| Hilltop National Bank | 0.74% | — | 15,959 | $2.8M |
| Wilson & Boucher Capital Management, LLC | 1.97% | Add +0.8% | 15,953 | $2.8M |
| Kennicott Capital Management LLC | 1.60% | Reduce -1.6% | 15,909 | $2.8M |
| Main Street Financial Solutions, LLC | 0.20% | Reduce -5.2% | 15,803 | $2.8M |
| Moors & Cabot, Inc. | 0.13% | Add +52.3% | 15,766 | $2.8M |
| Howard Wealth Management, LLC | 1.40% | Add +0.5% | 15,701 | $2.8M |
| Pillar Financial Advisors, LLC | 1.91% | Add +1.6% | 15,658 | $2.8M |
| Plancorp, LLC | 0.10% | Add +3.0% | 15,631 | $2.8M |
| Aspen Grove Capital, LLC | 0.47% | Reduce -12.8% | 15,534 | $2.8M |
| Millennium Management | 0.00% | Reduce -33.8% | 15,535 | $2.7M |
| Western Wealth Management, LLC | 0.16% | Reduce -4.6% | 15,442 | $2.7M |
| Keebeck Wealth Management | 0.36% | Reduce -0.1% | 15,350 | $2.7M |
| Autumn Glory Partners, LLC | 1.28% | Reduce -8.0% | 15,430 | $2.7M |
| Gilliland Jeter Wealth Management LLC | 0.89% | No change | 15,402 | $2.7M |
| Sageworth Trust Co of South Dakota | 2.95% | Reduce -6.1% | 15,401 | $2.7M |
| Root Financial Partners, LLC | 0.26% | Reduce -27.7% | 15,382 | $2.7M |
| Lavaca Capital LLC | 1.10% | Reduce -5.6% | 15,200 | $2.7M |
| Net Worth Advisory Group | 0.59% | Add +169.9% | 15,149 | $2.7M |
| Ade, LLC | 1.41% | Add +2.3% | 15,049 | $2.7M |
| SlateStone Wealth, LLC | 0.25% | Reduce -9.8% | 15,034 | $2.7M |
| Theory Financial LLC | 1.01% | Reduce -25.0% | 14,972 | $2.7M |
| Narus Financial Partners, LLC | 0.83% | Add +5.8% | 14,975 | $2.6M |
| Intelligence Driven Advisers, LLC | 0.40% | Reduce -1.8% | 14,899 | $2.6M |
| Acas, LLC | 1.76% | Add +0.2% | 14,553 | $2.6M |
| Hurlow Wealth Management Group, Inc. | 0.74% | Reduce -4.3% | 14,888 | $2.6M |
| Fermata Advisors, LLC | 0.70% | Reduce -56.5% | 14,787 | $2.6M |
| Keybank National Association | 0.01% | Add +6.8% | 14,758 | $2.6M |
| Atlantic Union Bankshares Corp | 0.06% | Add +273.9% | 14,686 | $2.6M |
| Wells Trecaso Financial Group, LLC | 0.80% | Reduce -8.1% | 14,676 | $2.6M |
| North Star Investment Management Corp. | 0.18% | Add +1.9% | 14,642 | $2.6M |
| Granite Harbor Advisors, Inc. | 1.21% | No change | 14,628 | $2.6M |
| Taylor Financial Group, Inc. | 1.61% | Add +12.9% | 14,605 | $2.6M |
| VeraBank, N.A. | 0.52% | Add +39.1% | 14,536 | $2.6M |
| LRI Investments, LLC | 0.22% | No change | 14,491 | $2.6M |
| Apeiron RIA LLC | 0.66% | Reduce -2.6% | 14,452 | $2.6M |
| Pacific Financial Group Inc. | 1.99% | Reduce -3.0% | 14,415 | $2.5M |
| Rockbridge Investment Management, LCC | 0.27% | Reduce -4.0% | 14,405 | $2.5M |
| RTD Financial Advisors, Inc. | 0.33% | Add +46.5% | 14,391 | $2.5M |
| Mayflower Financial Advisors, LLC | 0.35% | Reduce -0.5% | 14,375 | $2.5M |
| Thoroughbred Financial Services, LLC | 0.18% | Reduce -14.4% | 14,373 | $2.5M |
| Talon Private Wealth, LLC | 0.35% | Add +0.7% | 14,309 | $2.5M |
| Matrix Asset Advisors Inc. | 0.26% | Add +50.3% | 14,272 | $2.5M |
| GAMMA Investing LLC | 0.16% | Add +12.1% | 14,239 | $2.5M |
| Midwest Capital Advisors, LLC | 1.32% | Reduce -13.3% | 14,212 | $2.5M |
| Liberty Wealth Management LLC | 0.39% | Reduce -15.3% | 14,202 | $2.5M |
| Jacobi Capital Management LLC | 0.17% | Add +0.1% | 14,192 | $2.5M |
| Asset Dedication, LLC | 0.18% | Add +13.0% | 14,164 | $2.5M |
| Welch & Forbes LLC | 0.03% | Reduce -9.0% | 14,161 | $2.5M |
| Tritonpoint Wealth, LLC | 0.23% | Add +2.9% | 14,083 | $2.5M |
| Harel Insurance Investments & Financial Services Ltd. | 0.03% | No change | 14,045 | $2.5M |
| Pinnacle Financial Partners Inc | 0.05% | Add +0.6% | 14,075 | $2.5M |
| KMG Fiduciary Partners, LLC | 0.18% | No change | 14,035 | $2.5M |
| Forza Wealth Management, LLC | 1.01% | Reduce -27.5% | 13,982 | $2.5M |
| Nalls Sherbakoff Group, LLC | 1.80% | Add +1.1% | 13,960 | $2.5M |
| Crestwood Advisors Group, LLC | 0.04% | Add +0.2% | 13,890 | $2.5M |
| Capstone Wealth Management Group, LLC | 2.35% | Add +7.7% | 13,854 | $2.4M |
| Flputnam Investment Management Co. | 0.04% | Add +0.7% | 13,840 | $2.4M |
| High Net Worth Advisory Group LLC | 0.65% | Add +25.6% | 13,789 | $2.4M |
| Webster Bank, N. A. | 0.25% | Reduce -2.9% | 13,791 | $2.4M |
| GC Wealth Management RIA, LLC | 0.20% | Reduce -3.7% | 13,789 | $2.4M |
| Shepherd Financial Partners LLC | 0.26% | Reduce -3.2% | 13,783 | $2.4M |
| West Bancorporation Inc. | 1.54% | Add +5.8% | 13,783 | $2.4M |
| TFB Advisors LLC | 0.64% | Reduce -1.6% | 13,727 | $2.4M |
| Parkside Financial Bank & Trust | 0.26% | Add +71.2% | 13,712 | $2.4M |
| Brighton Securities Corp. | 1.31% | New | 13,598 | $2.4M |
| Medallion Wealth Advisors, LLC | 0.92% | Reduce -9.8% | 13,383 | $2.4M |
| K2 Financial Inc. | 2.10% | Add +3.7% | 13,501 | $2.4M |
| Canvas Wealth Advisors, LLC | 0.47% | Reduce -5.4% | 13,190 | $2.4M |
| Jaffetilchin Investment Partners, LLC | 0.15% | Add +0.3% | 13,357 | $2.4M |
| Acorn Wealth Advisors, LLC | 0.88% | Add +59.3% | 13,347 | $2.4M |
| New Wave Wealth Advisors LLC | 1.00% | Add +3.1% | 13,322 | $2.4M |
| Alpine Bank Wealth Management | 0.35% | No change | 13,220 | $2.3M |
| Probity Advisors, Inc. | 0.40% | Reduce -3.9% | 13,031 | $2.3M |
| Tradition Wealth Management, LLC | 0.18% | Reduce -13.3% | 13,007 | $2.3M |
| Cookson Peirce & Co. Inc. | 0.10% | Reduce -5.1% | 12,873 | $2.3M |
| Meeder Advisory Services, Inc. | 0.12% | Reduce -31.5% | 12,857 | $2.3M |
| True Link Financial Advisors, LLC | 0.16% | Reduce -5.2% | 12,857 | $2.3M |
| Topsail Wealth Management, LLC | 0.42% | Add +2.1% | 12,779 | $2.3M |
| Ashton Thomas Securities, LLC | 0.55% | Add +0.2% | 12,808 | $2.3M |
| Balefire, LLC | 0.49% | New | 12,787 | $2.3M |
| Alta Wealth Advisors LLC | 1.06% | Add +3.1% | 12,762 | $2.3M |
| WealthTrak Capital Management LLC | 1.88% | Reduce -0.6% | 12,710 | $2.2M |
| Keel Point, LLC | 0.15% | Reduce -5.9% | 12,709 | $2.2M |
| AlTi Global, Inc. | 0.06% | Reduce -43.5% | 12,615 | $2.2M |
| Maridea Wealth Management LLC | 0.58% | Reduce -8.1% | 12,546 | $2.2M |
| Amplius Wealth Advisors, LLC | 0.21% | Reduce -7.6% | 12,532 | $2.2M |
| Summit Wealth & Retirement Planning, Inc. | 0.59% | Add +66.0% | 12,439 | $2.2M |
| SOA Wealth Advisors, LLC. | 0.40% | Reduce -3.2% | 12,435 | $2.2M |
| Zions Bancorporation, National Association | 0.12% | Reduce -0.2% | 12,411 | $2.2M |
| Beaird Harris Wealth Management, LLC | 0.17% | Add +12.7% | 12,409 | $2.2M |
| Peapack Gladstone Financial Corp. | 0.03% | Reduce -12.7% | 12,407 | $2.2M |
| Signal Advisors Wealth, LLC | 0.17% | Add +16.8% | 12,345 | $2.2M |
| Park Square Financial Group, LLC | 1.58% | Add +39.7% | 12,329 | $2.2M |
| Richmond Investment Services, LLC | 0.46% | Add +82.2% | 12,323 | $2.2M |
| Atlas Brown,Inc. | 0.70% | Reduce -3.0% | 12,319 | $2.2M |
| Next Level Private LLC | 0.71% | Add +1.1% | 12,315 | $2.2M |
| Blue Barn Wealth, LLC | 1.02% | Reduce -1.1% | 12,306 | $2.2M |
| GPS Wealth Strategies Group, LLC | 0.25% | Add +7.1% | 12,272 | $2.2M |
| Evermay Wealth Management LLC | 0.27% | Reduce -0.3% | 12,206 | $2.2M |
| One Day In July LLC | 0.20% | Add +8.9% | 12,209 | $2.2M |
| American Institute for Advanced Investment Management, LLP | 1.52% | Add +3.0% | 12,179 | $2.2M |
| FineMark National Bank & Trust | 0.07% | Add +72.5% | 12,156 | $2.1M |
| Kestra Investment Management, LLC | 0.07% | Add +843.8% | 12,147 | $2.1M |
| Fiduciary Trust Co | 0.03% | Add +33.4% | 12,053 | $2.1M |
| Becker Capital Management Inc. | 0.07% | Add +0.7% | 11,963 | $2.1M |
| Fjell Capital, LLC | 1.96% | Reduce -4.0% | 11,973 | $2.1M |
| Larson Financial Group LLC | 0.08% | Reduce -10.5% | 11,913 | $2.1M |
| Evergreen Wealth Management, LLC | 1.18% | Reduce -2.4% | 11,894 | $2.1M |
| FFT Wealth Management LLC | 0.41% | Reduce -12.1% | 11,876 | $2.1M |
| Balboa Wealth Partners | 0.42% | Add +18.8% | 11,873 | $2.1M |
| GenWealth Group, Inc. | 0.42% | Add +14.8% | 11,863 | $2.1M |
| Everest Private Wealth | 1.50% | No change | 11,806 | $2.1M |
| Riverchase Wealth Management, LLC | 1.32% | Reduce -6.3% | 11,779 | $2.1M |
| Silver Oak Securities, Incorporated | 0.17% | Add +11.9% | 11,767 | $2.1M |
| Investor's Fiduciary Advisor Network, LLC | 0.77% | Add +0.9% | 11,735 | $2.1M |
| Wells Financial Advisors INC | 2.84% | Reduce -12.7% | 11,706 | $2.1M |
| Procyon Advisors, LLC | 0.20% | Add +40.9% | 11,689 | $2.1M |
| Bridges Investment Management Inc. | 0.03% | Add +1.4% | 11,679 | $2.1M |
| Camelot Portfolios, LLC | 1.24% | Reduce -9.5% | 11,664 | $2.1M |
| McMill Wealth Management | 0.68% | No change | 11,618 | $2.0M |
| MOKAN Wealth Management Inc. | 1.14% | Add +10.8% | 11,559 | $2.0M |
| Florida Trust Wealth Management Co | 0.06% | Add +3.3% | 11,539 | $2.0M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.74% | Add +35.6% | 11,404 | $2.0M |
| PDS Planning, Inc | 0.15% | Add +0.0% | 11,523 | $2.0M |
| Signal Tree Financial Partners LLC | 1.75% | Add +231.3% | 11,515 | $2.0M |
| Paragon Private Wealth Management, LLC | 0.81% | Reduce -0.9% | 11,513 | $2.0M |
| Verum Partners LLC | 0.47% | Reduce -1.9% | 11,498 | $2.0M |
| Smith, Moore & Co. | 0.17% | Reduce -18.4% | 11,409 | $2.0M |
| Freestone Capital Holdings, LLC | 0.07% | Add +2.6% | 11,398 | $2.0M |
| GHP Investment Advisors, Inc. | 0.09% | Add +3.8% | 11,325 | $2.0M |
| North Star Asset Management Inc. | 0.08% | Reduce -0.2% | 11,239 | $2.0M |
| Center for Financial Planning, Inc. | 0.23% | Reduce -0.1% | 11,207 | $2.0M |
| MilWealth Group LLC | 0.50% | Reduce -1.6% | 11,090 | $2.0M |
| Benningfield Financial Advisors, LLC | 1.69% | Add +4.0% | 11,067 | $2.0M |
| Gradient Capital Advisors, LLC | 0.58% | Reduce -0.7% | 11,063 | $2.0M |
| Stonehearth Capital Management, LLC | 0.81% | Reduce -6.8% | 11,059 | $2.0M |
| Tme Financial, Inc. | 1.58% | Reduce -2.5% | 11,051 | $2.0M |
| Alpha Zero LLC | 1.27% | Add +2.7% | 11,039 | $2.0M |
| Wiser Advisor Group LLC | 3.38% | Reduce -6.6% | 11,014 | $1.9M |
| Hanover Advisors Inc. | 0.79% | Reduce -6.7% | 11,003 | $1.9M |
| First Bancorp, Inc | 1.12% | Add +14.3% | 10,990 | $1.9M |
| Migdal Insurance & Financial Holdings Ltd. | 0.02% | Reduce -1.6% | 10,981 | $1.9M |
| rebel Financial LLC | 0.88% | — | 10,911 | $1.9M |
| Choate Investment Advisors | 0.04% | Reduce -8.3% | 10,941 | $1.9M |
| Fisher Asset Management | 0.00% | Add +53.0% | 10,905 | $1.9M |
| Clark Capital Management Group, Inc. | 0.01% | Add +15.6% | 10,899 | $1.9M |
| Arbor Investment Advisors, LLC | 0.25% | Add +7.9% | 10,863 | $1.9M |
| Lifeworks Advisors, LLC | 0.29% | Add +31.4% | 10,852 | $1.9M |
| Bernardo Wealth Planning LLC | 0.42% | Reduce -2.0% | 10,831 | $1.9M |
| Leavell Investment Management, Inc. | 0.09% | Reduce -43.1% | 10,746 | $1.9M |
| Covenant Asset Management, LLC | 0.39% | Reduce -2.3% | 10,771 | $1.9M |
| Invst, LLC | 0.24% | Add +2.5% | 10,758 | $1.9M |
| GM Advisory Group, LLC | 0.09% | Add +29.3% | 10,747 | $1.9M |
| Broadleaf Partners, LLC | 0.42% | Reduce -2.6% | 10,695 | $1.9M |
| Nixon Peabody Trust Co. | 0.15% | No change | 10,685 | $1.9M |
| Sagace Wealth Management LLC | 1.41% | Reduce -6.6% | 10,655 | $1.9M |
| Centaurus Financial, Inc. | 0.11% | Add +1.5% | 10,530 | $1.9M |
| Rollins Financial Advisors, LLC | 0.30% | Reduce -8.1% | 10,526 | $1.9M |
| VestGen Investment Management | 1.33% | Reduce -3.1% | 10,504 | $1.9M |
| Sensible Financial Planning & Management, LLC. | 0.35% | Add +3.2% | 10,455 | $1.8M |
| Verus Capital Partners, LLC | 0.16% | Add +4.7% | 10,437 | $1.8M |
| First National Corp. /Ma/ | 0.37% | Add +5.3% | 10,426 | $1.8M |
| Capital Investment Advisors, LLC | 0.03% | Add +4.2% | 10,403 | $1.8M |
| Horizon Investments, LLC | 0.03% | Reduce -62.5% | 10,393 | $1.8M |
| Greenleaf Trust | 0.02% | Reduce -5.7% | 10,380 | $1.8M |
| REDW Wealth LLC | 0.72% | Add +1.6% | 10,279 | $1.8M |
| Jackson Hole Capital Partners, LLC | 0.33% | No change | 10,263 | $1.8M |
| Daymark Wealth Partners, LLC | 0.07% | Reduce -3.9% | 10,255 | $1.8M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.36% | Reduce -1.9% | 10,238 | $1.8M |
| Renaissance Technologies | 0.00% | Reduce -54.0% | 10,200 | $1.8M |
| Alpha Cubed Investments, LLC | 0.07% | Reduce -3.3% | 10,153 | $1.8M |
| Blodgett Wealth Advisors, LLC | 1.41% | No change | 10,153 | $1.8M |
| McKinley Carter Wealth Services, Inc. | 0.10% | No change | 10,113 | $1.8M |
| Truepoint, Inc. | 0.04% | Reduce -14.0% | 10,108 | $1.8M |
| Fifth Third Wealth Advisors LLC | 0.07% | Add +188.7% | 10,104 | $1.8M |
| Circle Wealth Management, LLC | 0.04% | No change | 10,101 | $1.8M |
| Institute for Wealth Management, LLC. | 0.20% | Add +197.2% | 10,086 | $1.8M |
| Parsonex Advisory Services, Inc. | 1.49% | — | 10,081 | $1.8M |
| Moloney Securities Asset Management, LLC | 0.22% | Reduce -51.0% | 10,063 | $1.8M |
| Ehrlich Financial Group | 1.15% | Reduce -0.7% | 10,028 | $1.8M |
| Fortitude Advisory Group L.L.C. | 1.01% | Add +5.0% | 10,006 | $1.8M |
| DMKC Advisory Services, LLC | 0.92% | New | 9,907 | $1.8M |
| McClarren Financial Advisors, Inc. | 1.14% | Add +4.8% | 9,939 | $1.8M |
| North Ridge Wealth Advisors, Inc. | 1.08% | Reduce -0.4% | 9,933 | $1.8M |
| Seek First Inc. | 1.41% | Reduce -3.0% | 9,865 | $1.7M |
| St Germain D J Co. Inc. | 0.07% | Add +13.9% | 9,830 | $1.7M |
| Millington Financial Advisors, LLC | 0.88% | Reduce -14.1% | 9,594 | $1.7M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +30.4% | 9,791 | $1.7M |
| Crews Bank & Trust | 0.27% | Reduce -0.3% | 9,777 | $1.7M |
| American Trust | 0.16% | New | 9,747 | $1.7M |
| Barnes Pettey Financial Advisors, LLC | 1.15% | Reduce -1.3% | 9,713 | $1.7M |
| Charis Legacy Partners, LLC | 2.83% | Add +0.9% | 9,707 | $1.7M |
| Atlas Legacy Advisors, LLC | 0.38% | Add +34.5% | 9,706 | $1.7M |
| Engineers Gate Manager LP | 0.02% | New | 9,665 | $1.7M |
| Tillman Hartley LLC | 0.48% | Add +0.6% | 9,659 | $1.7M |
| Capital Asset Advisory Services LLC | 0.08% | New | 9,544 | $1.7M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.05% | Add +8.0% | 9,614 | $1.7M |
| AIMZ Investment Advisors, LLC | 0.57% | Reduce -8.0% | 9,610 | $1.7M |
| Salus Financial Advisors, LLC | 1.14% | Add +4.6% | 9,593 | $1.7M |
| Astra Wealth Partners LLC | 1.37% | Reduce -24.2% | 9,585 | $1.7M |
| BOS Asset Management, LLC | 0.54% | Add +0.7% | 9,584 | $1.7M |
| Capital Squared Financial LLC | 1.96% | — | 9,520 | $1.7M |
| Bay Capital Advisors, LLC | 1.28% | Reduce -3.8% | 9,508 | $1.7M |
| RiverFront Investment Group, LLC | 0.03% | Add +24.4% | 9,494 | $1.7M |
| Key Financial Inc | 0.34% | Reduce -2.3% | 9,477 | $1.7M |
| Valley Forge Investment Consultants Inc. Adv | 0.54% | No change | 9,461 | $1.7M |
| RCS Financial Planning, LLC | 0.83% | Reduce -14.4% | 9,355 | $1.7M |
| SBI Securities Co., Ltd. | 0.05% | Reduce -5.3% | 9,370 | $1.7M |
| Patriot Investment Management Group, Inc. | 0.11% | No change | 9,356 | $1.7M |
| FSC Wealth Advisors, LLC | 1.04% | Add +5.8% | 9,313 | $1.6M |
| Integrated Advisors Network LLC | 0.07% | Add +2.0% | 9,300 | $1.6M |
| Boston Partners | 0.00% | Add +0.8% | 9,292 | $1.6M |
| Cypress Point Wealth Management, LLC | 0.40% | No change | 9,270 | $1.6M |
| Princeton Global Asset Management LLC | 0.30% | Add +1.1% | 9,253 | $1.6M |
| Sandy Cove Advisors, LLC | 0.59% | Reduce -1.1% | 9,201 | $1.6M |
| Soltis Investment Advisors LLC | 0.13% | Add +7.9% | 9,200 | $1.6M |
| Keystone Wealth Services, LLC | 0.39% | Reduce -28.3% | 9,182 | $1.6M |
| Ted Buchan & Co | 0.64% | Add +6.5% | 9,170 | $1.6M |
| Planning Directions Inc. | 0.91% | Reduce -28.3% | 9,156 | $1.6M |
| Roffman Miller Associates Inc. | 0.10% | No change | 9,106 | $1.6M |
| Causey Wealth LLC | 0.83% | Reduce -3.7% | 9,082 | $1.6M |
| Heritage Wealth Management, Inc. | 1.21% | Add +91.6% | 9,043 | $1.6M |
| Deutsche Bank AG | 0.00% | Reduce -10.8% | 8,938 | $1.6M |
| Michels Family Financial, LLC | 1.35% | Reduce -1.6% | 8,929 | $1.6M |
| Iowa State Bank | 0.31% | No change | 8,891 | $1.6M |
| CRA Financial Services, LLC | 0.24% | Add +0.6% | 8,823 | $1.6M |
| Harmony Asset Management LLC | 0.58% | Add +5.9% | 8,803 | $1.6M |
| Colorado Capital Management, Inc. | 0.67% | Reduce -0.1% | 8,797 | $1.6M |
| International Assets Investment Management, LLC | 0.13% | Reduce -25.5% | 8,779 | $1.6M |
| Accurate Wealth Management, LLC | 0.24% | Add +2.6% | 8,650 | $1.6M |
| Absolute Capital Management, LLC | 0.78% | Add +15.6% | 8,730 | $1.6M |
| Gerber Kawasaki Wealth & Investment Management | 0.06% | Add +5.4% | 8,768 | $1.5M |
| Caldwell Trust Co | 0.15% | No change | 8,744 | $1.5M |
| Howland Capital Management LLC | 0.06% | Reduce -3.9% | 8,692 | $1.5M |
| Ameriflex Group, Inc. | 0.81% | Reduce -10.0% | 8,753 | $1.5M |
| Disciplined Investors, L.L.C. | 1.20% | Reduce -1.7% | 8,724 | $1.5M |
| Tyler-Stone Wealth Management | 0.25% | Add +28.3% | 8,699 | $1.5M |
| Embree Financial Group | 0.23% | No change | 8,695 | $1.5M |
| Camarda Financial Advisors, LLC | 0.60% | Add +33.9% | 8,684 | $1.5M |
| SIMA Wealth Partners, LLC | 1.24% | Reduce -22.8% | 8,679 | $1.5M |
| Quadrant Capital Group LLC | 0.06% | Reduce -4.2% | 8,666 | $1.5M |
| Confluence Wealth Services, Inc. | 0.08% | Add +0.7% | 8,663 | $1.5M |
| RDA Financial Network | 0.41% | Reduce -0.3% | 8,656 | $1.5M |
| RS Crum Inc. | 0.37% | Add +10.2% | 8,620 | $1.5M |
| PGIM Custom Harvest LLC | 0.03% | Add +3.6% | 8,617 | $1.5M |
| Norden Group LLC | 0.17% | Reduce -11.8% | 8,599 | $1.5M |
| Haverford Trust Co | 0.01% | Reduce -1.4% | 8,596 | $1.5M |
| PBMares Wealth Management LLC | 0.28% | Reduce -7.2% | 8,589 | $1.5M |
| Curated Wealth Partners LLC | 0.18% | No change | 8,506 | $1.5M |
| Bridgewater Advisors Inc. | 0.11% | Reduce -0.9% | 8,327 | $1.5M |
| Hopwood Financial Services, Inc. | 1.17% | No change | 8,467 | $1.5M |
| Davis R M Inc. | 0.03% | Reduce -4.8% | 8,458 | $1.5M |
| Pension & Wealth Management Advisors, Inc. | 0.50% | Add +1.7% | 8,457 | $1.5M |
| Regal Investment Advisors LLC | 0.11% | Add +53.0% | 8,453 | $1.5M |
| WNY Asset Management, LLC | 0.16% | Reduce -15.3% | 8,425 | $1.5M |
| Legacy Capital Wealth Partners, LLC | 0.34% | Add +3.8% | 8,421 | $1.5M |
| Wingate Wealth Advisors, Inc. | 1.33% | Add +35.4% | 8,420 | $1.5M |
| Scotia Capital Inc. | 0.01% | Reduce -2.7% | 8,399 | $1.5M |
| Synergy Investment Management, LLC | 0.89% | Add +3.3% | 8,392 | $1.5M |
| Flywheel Private Wealth LLC | 1.19% | No change | 8,376 | $1.5M |
| Summit Financial Strategies, Inc. | 0.14% | Add +1.4% | 8,358 | $1.5M |
| Calton & Associates, Inc. | 0.25% | Reduce -3.1% | 8,290 | $1.5M |
| Keb Asset Management, LLC | 0.36% | Reduce -6.3% | 8,272 | $1.5M |
| Cobblestone Capital Advisors LLC | 0.07% | No change | 8,251 | $1.5M |
| Conrad Siegel Investment Advisors, Inc. | 0.33% | Reduce -15.9% | 8,215 | $1.5M |
| Kitching Partners, LLC | 1.47% | Add +50.6% | 8,192 | $1.4M |
| World Equity Group, Inc. | 0.39% | Reduce -7.8% | 8,173 | $1.4M |
| Wolff Financial Management LLC | 0.37% | Reduce -2.1% | 8,128 | $1.4M |
| Forum Financial Management, LP | 0.02% | Reduce -6.2% | 8,129 | $1.4M |
| New England Private Wealth Advisors LLC | 0.21% | Add +0.2% | 8,022 | $1.4M |
| Diversify Wealth Management, LLC | 0.09% | Add +1.5% | 7,981 | $1.4M |
| Helium Advisors LLC | 0.90% | Reduce -0.1% | 8,067 | $1.4M |
| MidAtlantic Capital Management, Inc. | 1.01% | Add +5.9% | 8,033 | $1.4M |
| Guardian Asset Advisors, LLC | 0.81% | Add +86.3% | 8,018 | $1.4M |
| Maseco LLP | 0.05% | — | 8,010 | $1.4M |
| Columbus Macro, LLC | 0.17% | No change | 8,000 | $1.4M |
| Taylor Hoffman Capital Management LLC | 0.48% | Reduce -1.8% | 7,980 | $1.4M |
| Pekin Hardy Strauss, Inc. | 0.16% | Add +37.6% | 7,965 | $1.4M |
| Badgley Phelps Wealth Managers, LLC | 0.03% | Add +3.9% | 7,915 | $1.4M |
| Advocate Group LLC | 0.25% | No change | 7,948 | $1.4M |
| Lion Street Advisors, LLC | 0.43% | Reduce -25.6% | 7,940 | $1.4M |
| Coppell Advisory Solutions LLC | 0.17% | Add +0.2% | 7,931 | $1.4M |
| Kelman-Lazarov, Inc. | 0.23% | No change | 7,920 | $1.4M |
| Capital Advisors Wealth Management, LLC | 0.22% | Reduce -2.2% | 7,900 | $1.4M |
| Prosperity Consulting Group, LLC | 0.10% | Reduce -7.3% | 7,898 | $1.4M |
| Retirement Guys Formula LLC | 0.53% | Reduce -1.2% | 8,029 | $1.4M |
| Woodside Wealth Management LLC | 1.20% | Add +0.5% | 7,888 | $1.4M |
| Ethos Financial Group, LLC | 0.12% | Add +356.7% | 7,801 | $1.4M |
| Plante Moran Financial Advisors, LLC | 0.10% | Add +13.1% | 7,830 | $1.4M |
| Orcam Financial Group | 1.20% | No change | 7,827 | $1.4M |
| Summit Investment Advisory Services, LLC | 0.60% | Reduce -0.6% | 7,823 | $1.4M |
| First Trust Advisors LP | 0.00% | Reduce -2.5% | 7,805 | $1.4M |
| Index Fund Advisors, Inc. | 0.08% | Reduce -2.0% | 7,693 | $1.4M |
| Graney & King, LLC | 0.91% | No change | 7,679 | $1.4M |
| Founders Financial Alliance, LLC | 0.31% | No change | 7,667 | $1.4M |
| Principal Financial Group Inc. | 0.00% | Add +63.6% | 7,631 | $1.3M |
| Journey Advisory Group, LLC | 0.10% | Reduce -5.6% | 7,628 | $1.3M |
| Evolution Wealth Advisors, LLC | 0.20% | Reduce -5.8% | 7,621 | $1.3M |
| Sonoma Private Wealth LLC | 1.65% | No change | 7,616 | $1.3M |
| Destiny Wealth Partners, LLC | 0.18% | Add +108.0% | 7,616 | $1.3M |
| May Hill Capital, LLC | 0.44% | Add +2.3% | 7,601 | $1.3M |
| Victory Financial Group, LLC | 0.21% | Reduce -18.4% | 7,593 | $1.3M |
| Simplicity Wealth,LLC | 0.06% | Reduce -54.9% | 7,576 | $1.3M |
| Baker Boyer National Bank | 0.46% | Reduce -0.0% | 7,556 | $1.3M |
| Investments & Financial Planning, LLC | 0.76% | Reduce -1.5% | 7,504 | $1.3M |
| Binnacle Investments Inc | 0.86% | Add +2.2% | 7,471 | $1.3M |
| Hoxton Planning & Management, LLC | 0.46% | Reduce -2.5% | 7,470 | $1.3M |
| Cozad Asset Management Inc. | 0.12% | Add +2.0% | 7,446 | $1.3M |
| Clarity Capital Partners LLC | 0.47% | Reduce -24.1% | 7,395 | $1.3M |
| Jump Financial, LLC | 0.02% | New | 7,371 | $1.3M |
| Pine Harbor Wealth Management, LLC | 0.46% | Reduce -5.7% | 7,339 | $1.3M |
| Summit Financial Wealth Advisors, LLC | 0.23% | Add +13.2% | 7,307 | $1.3M |
| Burns J W & Co. Inc. | 0.16% | Reduce -3.6% | 7,276 | $1.3M |
| Maripau Wealth Management LLC | 0.65% | Reduce -16.6% | 7,266 | $1.3M |
| Aristotle Capital Management, LLC | 0.00% | Reduce -29.3% | 7,241 | $1.3M |
| Chatham Capital Group, Inc. | 0.19% | No change | 7,218 | $1.3M |
| Fortis Capital Advisors, LLC | 0.23% | Add +34.9% | 7,208 | $1.3M |
| Sollinda Capital Management LLC | 0.33% | New | 7,202 | $1.3M |
| Squire Investment Management Company, LLC | 0.47% | No change | 7,197 | $1.3M |
| Wealthstream Advisors, Inc. | 0.21% | No change | 7,184 | $1.3M |
| Freedom Financial Partners LLC | 0.53% | Add +0.3% | 7,174 | $1.3M |
| Marks Group Wealth Management, Inc | 0.12% | Reduce -3.4% | 7,172 | $1.3M |
| Mission Creek Capital Partners, Inc. | 0.28% | Reduce -3.6% | 7,160 | $1.3M |
| Ally Invest Advisors Inc. | 0.10% | Add +5.4% | 7,122 | $1.3M |
| Fiduciary Alliance LLC | 0.09% | Add +56.5% | 7,118 | $1.3M |
| SG Americas Securities, LLC | 0.01% | No change | 7,100 | $1.3M |
| Operose Advisors LLC | 0.35% | Add +8.6% | 7,098 | $1.3M |
| Wealth Alliance, LLC | 0.14% | Reduce -0.8% | 7,098 | $1.3M |
| Wesbanco Bank Inc. | 0.04% | Add +31.5% | 7,074 | $1.3M |
| Roberts Glore & Co. Inc. | 0.36% | Reduce -0.5% | 7,067 | $1.2M |
| MTM Investment Management, LLC | 0.42% | Add +58.3% | 7,049 | $1.2M |
| Financial Advocates Investment Management | 0.10% | Reduce -63.0% | 7,020 | $1.2M |
| Mraz, Amerine & Associates, Inc. | 0.20% | Reduce -9.1% | 7,005 | $1.2M |
| Purkiss Capital Advisors LLC | 0.68% | Reduce -0.6% | 6,963 | $1.2M |
| Compass Capital Corp. /Ma/ | 0.58% | Reduce -12.2% | 6,893 | $1.2M |
| Essex LLC | 0.24% | No change | 6,914 | $1.2M |
| Buck Wealth Strategies, LLC | 0.19% | Add +53.5% | 6,913 | $1.2M |
| Advance Capital Management, Inc. | 0.06% | Add +14.8% | 6,867 | $1.2M |
| Gladwyn Financial Advisors, Inc. | 0.94% | — | 6,850 | $1.2M |
| MGB Wealth Management, LLC | 0.40% | Reduce -4.1% | 6,847 | $1.2M |
| Ironwood Financial, llc | 0.26% | No change | 6,985 | $1.2M |
| TRUE Private Wealth Advisors | 0.13% | Reduce -68.8% | 6,785 | $1.2M |
| Fairman Group, LLC | 0.99% | Add +30.5% | 6,742 | $1.2M |
| SteelPeak Wealth, LLC | 0.05% | Reduce -31.8% | 6,727 | $1.2M |
| CORDA Investment Management, LLC. | 0.09% | Reduce -7.7% | 6,741 | $1.2M |
| Magnolia Private Wealth, LLC | 0.92% | Reduce -3.0% | 6,704 | $1.2M |
| Wealth Management Partners, LLC | 0.42% | Add +1.4% | 6,639 | $1.2M |
| Pinnacle Financial Group, LLC / IL | 0.40% | Add +6.7% | 6,687 | $1.2M |
| WP Advisors, LLC | 0.32% | Reduce -0.6% | 6,670 | $1.2M |
| Clarion Wealth Managment Partners, LLC | 1.29% | — | 6,668 | $1.2M |
| Financial Perspectives, Inc | 0.36% | No change | 6,667 | $1.2M |
| Aspen Capital Management, LLC | 0.33% | Add +0.5% | 6,656 | $1.2M |
| Walkner Condon Financial Advisors LLC | 0.21% | Add +5.0% | 6,571 | $1.2M |
| Liberty Square Wealth Partners LLC | 0.40% | No change | 6,567 | $1.2M |
| Geometric Wealth Advisors | 0.17% | Reduce -0.6% | 6,564 | $1.2M |
| CVA Family Office, LLC | 0.16% | No change | 6,561 | $1.2M |
| Pinnacle Bancorp, Inc. | 0.36% | Add +7.6% | 6,556 | $1.2M |
| Rathbones Group PLC | 0.01% | Add +11.0% | 6,550 | $1.2M |
| Fidelis Capital Partners, LLC | 0.11% | Reduce -2.1% | 6,524 | $1.2M |
| Smithfield Trust Co | 0.05% | No change | 6,560 | $1.2M |
| Platform Technology Partners | 0.30% | No change | 6,501 | $1.1M |
| Redwood Financial Network Corp | 0.77% | Reduce -1.1% | 6,489 | $1.1M |
| Capital Management Associates, Inc | 0.36% | Reduce -50.1% | 6,434 | $1.1M |
| Kohmann Bosshard Financial Services, LLC | 0.13% | Add +3.3% | 6,433 | $1.1M |
| InTrack Investment Management Inc | 0.76% | New | 6,404 | $1.1M |
| Whipplewood Advisors, LLC | 0.62% | Reduce -64.6% | 6,370 | $1.1M |
| WASHINGTON TRUST Co | 0.04% | Reduce -2.1% | 6,353 | $1.1M |
| Evernest Financial Advisors, LLC | 0.36% | Reduce -0.1% | 6,325 | $1.1M |
| Ardent Capital Management, Inc. | 0.54% | No change | 6,315 | $1.1M |
| Abbot Financial Management, Inc. | 0.51% | Add +7.7% | 6,273 | $1.1M |
| Southland Equity Partners LLC | 0.24% | Reduce -19.3% | 6,269 | $1.1M |
| Endowment Wealth Management, Inc. | 0.57% | Add +9.9% | 6,263 | $1.1M |
| Ascentis Independent Advisors | 0.20% | Reduce -0.5% | 6,259 | $1.1M |
| Global Financial Private Client, LLC | 0.41% | Reduce -0.1% | 6,235 | $1.1M |
| Cannon Financial Strategists, Inc. | 0.17% | No change | 6,221 | $1.1M |
| Crescent Grove Advisors, LLC | 0.11% | Add +17.9% | 6,149 | $1.1M |
| Roman Butler Fullerton & Co. | 0.32% | New | 6,022 | $1.1M |
| Aurelius Family Office LLC | 0.51% | Reduce -1.0% | 6,150 | $1.1M |
| Battery Global Advisors, LLC | 0.54% | No change | 6,113 | $1.1M |
| Wimmer Associates 1, LLC | 0.56% | Reduce -0.7% | 6,146 | $1.1M |
| Wealthcare Capital Partners, LLC | 0.55% | Reduce -12.6% | 6,136 | $1.1M |
| Bartlett & Co. Wealth Management LLC | 0.02% | Add +187.0% | 6,095 | $1.1M |
| Lanark Financial, Inc. | 0.09% | Add +5.2% | 6,128 | $1.1M |
| Teachers Insurance & Annuity Association of America | 1.35% | No change | 6,126 | $1.1M |
| Galvin, Gaustad & Stein, LLC | 0.09% | Add +1.3% | 6,125 | $1.1M |
| Obermeyer Wealth Partners | 0.05% | Add +9.5% | 6,125 | $1.1M |
| Cohen Investment Advisors LLC | 0.56% | Add +4.2% | 6,028 | $1.1M |
| Pecaut & Co. | 0.35% | Add +18.9% | 6,027 | $1.1M |
| Advocacy Wealth Management, LLC | 0.07% | No change | 6,020 | $1.1M |
| Country Club Bank | 0.07% | Add +0.3% | 6,002 | $1.1M |
| Hidden Cove Wealth Management, LLC | 0.77% | Reduce -0.7% | 5,997 | $1.1M |
| Oak Wealth Advisors LLC | 0.68% | Reduce -5.5% | 5,930 | $1.1M |
| Copia Wealth Management | 0.89% | Reduce -5.3% | 5,957 | $1.1M |
| Fort Sheridan Advisors LLC | 0.15% | Reduce -2.5% | 5,953 | $1.1M |
| Rockwood Wealth Management, LLC | 0.09% | Reduce -0.4% | 5,943 | $1.1M |
| Brave Asset Management Inc. | 0.28% | Reduce -8.7% | 5,913 | $1.0M |
| Rather & Kittrell, Inc. | 0.21% | Add +0.1% | 5,898 | $1.0M |
| Unconventional Investor, LLC | 0.58% | Reduce -0.2% | 5,891 | $1.0M |
| Klingman & Associates, LLC | 0.06% | Add +33.2% | 5,871 | $1.0M |
| XY Planning Network, Inc. | 0.35% | Add +15.1% | 5,848 | $1.0M |
| Noesis Capital Mangement Corp. | 0.18% | Reduce -6.0% | 5,838 | $1.0M |
| Keener Financial Planning LLC | 0.51% | Add +32.4% | 5,812 | $1.0M |
| Cibc World Market Inc. | 0.00% | Add +9.9% | 5,770 | $1.0M |
| Aspen Wealth Management LLC | 0.25% | Reduce -2.2% | 5,763 | $1.0M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.13% | Add +1.7% | 5,756 | $1.0M |
| Retirement Income Solutions, Inc. | 0.19% | Reduce -3.7% | 5,758 | $1.0M |
| Baring Financial LLC | 0.76% | Reduce -7.0% | 5,737 | $1.0M |
| Kathleen S. Wright Associates Inc. | 0.40% | Add +0.4% | 5,732 | $1.0M |
| Peak Financial Management, Inc. | 0.29% | Reduce -0.3% | 5,720 | $1.0M |
| Stratos Investment Management, LLC | 0.05% | Add +66.6% | 5,719 | $1.0M |
| Trust Co. of Toledo NA | 0.11% | New | 5,718 | $1.0M |
| Security National Bank of So Dak | 0.55% | No change | 5,717 | $1.0M |
| Gould Asset Management LLC | 0.20% | Add +0.3% | 5,705 | $1.0M |
| Colonial Trust Co / SC | 0.15% | No change | 5,686 | $1.0M |
| Foster & Motley Inc. | 0.06% | Add +0.2% | 5,683 | $1.0M |
| Alesco Advisors, LLC, An ESL Co | 0.03% | No change | 5,670 | $1.0M |
| Bedel Financial Consulting, Inc. | 0.14% | Add +0.2% | 5,646 | $998K |
| AMG National Trust Bank | 0.03% | Add +34.9% | 5,640 | $997K |
| Berkeley Capital Partners, LLC | 0.25% | Reduce -0.1% | 5,633 | $996K |
| Inspirion Wealth Advisors, LLC | 0.13% | No change | 5,624 | $994K |
| Texas Capital Bank Wealth Management Services Inc | 0.09% | Reduce -2.2% | 5,618 | $993K |
| Barry Investment Advisors, LLC | 0.25% | Reduce -0.7% | 5,586 | $993K |
| Cedar Mountain Advisors, LLC | 0.21% | No change | 5,606 | $991K |
| Bull Oak Capital, LLC | 0.45% | Reduce -0.0% | 5,606 | $991K |
| Creekside Partners | 0.47% | No change | 5,597 | $989K |
| BridgePort Financial Solutions, LLC | 0.33% | Reduce -0.0% | 5,578 | $986K |
| Golden State Wealth Management, LLC | 0.12% | Add +1.7% | 5,569 | $984K |
| Capstone Wealth Management Group LLC | 0.72% | Add +0.9% | 5,568 | $984K |
| Global Trust Asset Management, LLC | 0.53% | Reduce -33.4% | 5,562 | $983K |
| Advisor OS, LLC | 0.10% | Add +47.8% | 5,554 | $982K |
| Beese Fulmer Investment Management, Inc. | 0.07% | Add +4.7% | 5,539 | $979K |
| Patron Partners, LLC | 0.48% | Reduce -12.6% | 5,498 | $972K |
| Checchi Capital Advisers, LLC | 0.07% | Reduce -2.4% | 5,487 | $970K |
| Brian Low Financial Group, LLC | 0.90% | — | 5,455 | $964K |
| Snider Financial Group | 0.28% | Reduce -6.0% | 5,453 | $964K |
| Texas Bank & Trust Co | 0.38% | No change | 5,446 | $963K |
| Edgestream Partners, L.P. | 0.03% | Add +193.7% | 5,446 | $963K |
| Verity Asset Management, Inc. | 0.46% | Reduce -49.2% | 5,435 | $961K |
| Discipline Wealth Solutions, LLC | 0.37% | Add +43.7% | 5,425 | $959K |
| Hutchens & Kramer Investment Management Group, LLC | 0.44% | Add +2.4% | 5,363 | $958K |
| Serenus Wealth Advisors, LLC | 0.16% | Add +275.6% | 5,413 | $957K |
| Estate Counselors, LLC | 0.09% | Reduce -84.8% | 5,412 | $957K |
| Libra Wealth LLC | 0.31% | Add +67.6% | 5,398 | $954K |
| Ofc Financial Planning, LLC | 1.01% | Add +0.2% | 5,388 | $952K |
| Bowman & Co S.C. | 0.43% | Reduce -13.0% | 5,380 | $951K |
| Laird Norton Wetherby Wealth Management, LLC | 0.04% | — | 5,333 | $943K |
| Gerber, LLC | 0.66% | Add +9.9% | 5,316 | $940K |
| Vantage Financial Partners, LLC | 0.22% | Add +2.2% | 5,315 | $939K |
| Caitlin John, LLC | 0.85% | Reduce -11.3% | 5,303 | $937K |
| J Hagan Capital, Inc. | 0.63% | Add +130.8% | 5,273 | $936K |
| 626 Financial, LLC | 0.44% | No change | 5,287 | $934K |
| InvesTrust | 0.36% | Reduce -12.0% | 5,268 | $931K |
| Prostatis Group LLC | 0.27% | Reduce -74.5% | 5,267 | $931K |
| Annandale Capital, LLC | 0.17% | No change | 5,261 | $930K |
| PKS Advisory Services, LLC | 0.23% | Reduce -0.5% | 5,242 | $930K |
| CFS Investment Advisory Services, LLC | 0.08% | Add +241.0% | 5,248 | $928K |
| Allied Investment Advisors, LLC | 0.16% | Add +30.5% | 5,246 | $927K |
| Tarbox Family Office, Inc. | 0.14% | Add +42.5% | 5,239 | $926K |
| Armbruster Capital Management, Inc. | 0.17% | No change | 5,238 | $926K |
| KPP Advisory Services LLC | 0.15% | Reduce -6.8% | 5,238 | $926K |
| Brown Miller Wealth Management, LLC | 0.29% | No change | 5,220 | $923K |
| Newman Dignan & Sheerar, Inc. | 0.21% | Reduce -27.3% | 5,205 | $920K |
| Stelac Advisory Services LLC | 0.35% | No change | 5,200 | $919K |
| Midwest Financial Group LLC | 0.48% | No change | 5,192 | $918K |
| Capital Investment Counsel, LLC | 0.14% | New | 5,191 | $917K |
| ORG Partners LLC | 0.20% | Reduce -2.2% | 5,101 | $916K |
| O'Connor Financial Group LLC | 0.40% | Add +14.2% | 5,091 | $915K |
| Longview Financial Advisors, Inc. | 0.77% | Reduce -15.7% | 5,155 | $911K |
| Cape Cod Five Cents Savings Bank | 0.08% | No change | 5,212 | $910K |
| Horan Securities, Inc. | 0.32% | Add +41.7% | 5,129 | $907K |
| Essex Bank | 0.22% | No change | 5,127 | $906K |
| Atticus Wealth Management, LLC | 0.24% | Reduce -0.9% | 5,114 | $904K |
| Silver Oak Advisory Group, Inc. | 0.44% | Add +5.8% | 5,111 | $903K |
| Latitude Advisors, LLC | 0.45% | Add +0.3% | 5,084 | $899K |
| Allegheny Financial Group | 0.20% | Add +17.0% | 5,083 | $899K |
| MJP Associates Inc. | 0.13% | Add +63.9% | 5,083 | $898K |
| Alaska Wealth Advisors, LLC | 0.13% | Reduce -5.1% | 5,076 | $897K |
| TruNorth Capital Management, LLC | 0.20% | No change | 5,075 | $897K |
| C M Bidwell & Associates Ltd. | 0.46% | No change | 5,068 | $896K |
| Intrua Financial, LLC | 0.13% | Reduce -1.9% | 5,031 | $889K |
| FC Advisory LLC | 0.27% | Add +1.9% | 5,029 | $889K |
| TFC Financial Management, Inc. | 0.12% | Reduce -7.4% | 5,011 | $888K |
| Elevatus Welath Management | 0.30% | Reduce -25.7% | 5,018 | $887K |
| Zacks Investment Management | 0.01% | Reduce -9.2% | 5,010 | $886K |
| Howe & Rusling Inc. | 0.07% | Reduce -3.1% | 5,010 | $885K |
| Lam Group, Inc. | 0.59% | No change | 5,005 | $885K |
| Sagespring Wealth Partners, LLC | 0.02% | Add +15.6% | 5,004 | $884K |
| Fairscale Capital, LLC | 0.64% | Add +16.0% | 4,991 | $884K |
| Brown, Lisle/Cummings, Inc. | 0.23% | Add +5.3% | 4,987 | $881K |
| Calamos Wealth Management LLC | 0.04% | Reduce -3.2% | 4,982 | $881K |
| Heritage Investment Group, Inc. | 0.15% | No change | 4,980 | $880K |
| Silver Coast Investments LLC | 0.32% | Add +1.6% | 4,979 | $880K |
| Accelerate Investment Advisors LLC | 0.65% | Add +5.6% | 4,976 | $879K |
| James J. Burns & Company, LLC | 0.14% | Reduce -0.8% | 4,966 | $878K |
| Sutton Place Investors LLC | 0.53% | No change | 4,965 | $878K |
| Rf&l Wealth Management, LLC | 0.56% | Add +9.2% | 4,958 | $876K |
| Accredited Investor Services, LLC | 0.66% | Add +29.9% | 4,952 | $875K |
| Private Client Services, LLC | 0.34% | Reduce -18.0% | 4,938 | $873K |
| First National Trust Co | 0.03% | Reduce -6.3% | 4,933 | $872K |
| River Wealth Advisors LLC | 0.11% | Add +54.3% | 4,928 | $871K |
| Curtis Advisory Group, LLC | 0.22% | Reduce -0.0% | 4,927 | $871K |
| Petix & Botte Co | 0.21% | Reduce -19.3% | 4,894 | $865K |
| Lumbard & Kellner, LLC | 0.38% | No change | 4,893 | $865K |
| Massachusetts Financial Services Co. | 0.00% | Add +18.9% | 4,887 | $864K |
| Talisman Wealth Advisors LLC | 0.79% | No change | 4,886 | $863K |
| Vaughan David Investments LLC | 0.02% | Add +305.8% | 4,874 | $861K |
| Buska Wealth Management, LLC | 0.24% | Add +0.6% | 4,872 | $861K |
| Elios Financial Group Inc. | 0.39% | Reduce -6.1% | 4,861 | $859K |
| Round Rock Advisors LLC | 0.15% | Reduce -31.6% | 4,860 | $859K |
| Guardian Wealth Advisors, LLC / NC | 0.06% | Add +2.3% | 4,830 | $858K |
| LaFleur & Godfrey LLC | 0.11% | Reduce -3.3% | 4,822 | $852K |
| Continuum Wealth Advisors, LLC | 0.41% | Reduce -7.7% | 4,820 | $852K |
| Onyx Bridge Wealth Group LLC | 0.11% | No change | 4,819 | $852K |
| Waterfront Wealth Inc. | 0.19% | Add +1.1% | 4,810 | $850K |
| Corepath Wealth Partners LLC | 0.72% | No change | 4,724 | $849K |
| KG Capital Management | 0.25% | Add +20.2% | 4,771 | $843K |
| Foundation Wealth Management, LLC\PA | 0.36% | Reduce -0.7% | 4,757 | $841K |
| Allie Family Office LLC | 0.42% | No change | 4,736 | $840K |
| Rede Wealth, LLC | 0.30% | Add +19.3% | 4,749 | $839K |
| Tennessee Valley Asset Management Partners | 0.21% | Reduce -30.8% | 4,739 | $838K |
| Northwest Bancshares, Inc. | 0.15% | Reduce -0.1% | 4,737 | $837K |
| Jackson, Grant Investment Advisers, Inc. | 0.31% | Add +0.2% | 4,733 | $837K |
| Dearborn Partners LLC | 0.04% | Add +0.3% | 4,729 | $836K |
| Venturi Wealth Management, LLC | 0.04% | Reduce -0.7% | 4,700 | $831K |
| Thompson Davis & Co., Inc. | 0.56% | Reduce -1.6% | 4,682 | $827K |
| Squarepoint Ops LLC | 0.00% | New | 4,678 | $827K |
| Prudential PLC | 0.01% | Reduce -20.7% | 4,677 | $827K |
| Old Second National Bank of Aurora | 0.18% | No change | 4,664 | $824K |
| Kraft, Davis & Associates, LLC | 0.23% | Reduce -13.6% | 4,569 | $821K |
| Rothschild Capital Partners, LLC | 0.22% | Add +3.5% | 4,639 | $820K |
| tru Independence LLC | 0.24% | Add +9.6% | 4,616 | $816K |
| Arrowroot Family Office, LLC | 0.37% | — | 4,608 | $814K |
| Weaver Consulting Group | 0.22% | Reduce -1.4% | 4,594 | $812K |
| Hancock Whitney Corp. | 0.02% | Add +1.9% | 4,582 | $810K |
| BLVD Private Wealth, LLC | 0.76% | — | 4,576 | $809K |
| Townsend Asset Management Corp. /NC/ | 0.29% | No change | 4,574 | $808K |
| Conservest Capital Advisors, Inc. | 0.08% | No change | 4,569 | $808K |
| Northstar Advisory Group, LLC | 0.39% | Reduce -1.2% | 4,564 | $807K |
| GWN Securities Inc. | 0.15% | Reduce -82.3% | 4,524 | $803K |
| Goepper Burkhardt LLC | 0.30% | Reduce -14.9% | 4,539 | $802K |
| Caldwell Sutter Capital, Inc. | 0.37% | Add +2.9% | 4,533 | $801K |
| X-Square Capital, LLC | 0.29% | Add +4.0% | 4,531 | $801K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +213.6% | 4,472 | $799K |
| Wrapmanager Inc. | 0.19% | Reduce -16.0% | 4,516 | $798K |
| Kavar Capital Partners Group, LLC | 0.11% | Add +8.7% | 4,511 | $797K |
| Headinvest, LLC | 0.17% | Reduce -15.6% | 4,503 | $796K |
| Linscomb Wealth, Inc. | 0.04% | Reduce -2.6% | 4,494 | $794K |
| Heritage Wealth Advisors | 0.04% | Add +18.5% | 4,487 | $793K |
| Trust Co. of Vermont | 0.04% | Add +0.7% | 4,478 | $791K |
| Transce3nd, LLC | 0.33% | Add +9.8% | 4,460 | $788K |
| Allred Capital Management, LLC | 0.29% | No change | 4,425 | $782K |
| Insight Inv LLC | 0.52% | No change | 4,425 | $782K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.06% | Reduce -4.9% | 4,425 | $782K |
| American Money Management, LLC | 0.14% | Reduce -0.5% | 4,423 | $782K |
| My Legacy Advisors, LLC | 0.28% | Reduce -0.1% | 4,355 | $781K |
| Diligent Investors, LLC | 0.19% | Reduce -4.3% | 4,419 | $781K |
| Wick Capital Partners, LLC | 0.20% | Add +179.5% | 8,877 | $776K |
| Outbound Financial Inc | 0.71% | — | 4,385 | $775K |
| 1ST Source Bank | 0.04% | No change | 4,380 | $774K |
| Shufro Rose & Co. LLC | 0.06% | Reduce -2.2% | 4,479 | $774K |
| Ashford Advisors, LLC | 0.18% | Reduce -68.3% | 1,361 | $771K |
| M3 Advisory Group, LLC | 0.53% | Add +29.0% | 4,357 | $770K |
| Williams Jones Wealth Management, LLC. | 0.01% | Add +0.1% | 4,345 | $768K |
| Detalus Advisors, LLC | 0.22% | No change | 4,335 | $766K |
| PAX Financial Group, LLC | 0.15% | Reduce -40.9% | 4,329 | $765K |
| Mogy Joel R Investment Counsel Inc. | 0.04% | No change | 4,315 | $763K |
| Salem Investment Counselors Inc. | 0.02% | Reduce -5.5% | 4,272 | $759K |
| EFG Asset Management (Americas) Corp. | 0.14% | No change | 4,286 | $758K |
| Passive Capital Management, LLC. | 0.24% | No change | 4,236 | $756K |
| Horizon Investment Services, LLC | 0.33% | Reduce -3.2% | 4,258 | $753K |
| DecisionMap Wealth Management, LLC | 0.51% | Reduce -4.4% | 4,238 | $749K |
| Penobscot Wealth Management | 0.27% | New | 4,221 | $746K |
| Cassaday & Co Wealth Management LLC | 0.02% | Reduce -7.9% | 4,214 | $745K |
| First Community Trust NA | 0.60% | Add +0.6% | 4,201 | $742K |
| BlueSky Wealth Advisors, LLC | 0.11% | No change | 4,199 | $742K |
| Lincoln Capital LLC | 0.14% | Reduce -0.6% | 4,174 | $738K |
| Busey Bank | 0.02% | Add +7.4% | 4,167 | $736K |
| Bristlecone Advisors, LLC | 0.06% | Reduce -29.9% | 4,156 | $735K |
| Grove Street Fiduciary, LLC | 0.35% | Reduce -3.5% | 4,149 | $733K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 4,143 | $732K |
| Baker Ellis Asset Management LLC | 0.10% | No change | 4,140 | $732K |
| DGS Capital Management, LLC | 0.15% | Add +6.2% | 4,130 | $730K |
| Pacific Point Advisors, LLC | 0.40% | No change | 4,129 | $730K |
| Keystone Financial Group, Inc. | 0.46% | Reduce -0.2% | 4,092 | $727K |
| CWC Advisors, LLC. | 0.37% | Add +6.1% | 4,088 | $723K |
| Tanglewood Legacy Advisors, LLC | 0.30% | No change | 4,080 | $721K |
| Patten Group, Inc. | 0.15% | Reduce -0.7% | 4,057 | $717K |
| Hamilton Point Investment Advisors, LLC | 0.12% | No change | 4,034 | $717K |
| Bouchey Financial Group, Ltd. | 0.06% | No change | 4,046 | $716K |
| apricus wealth, LLC | 0.42% | Add +11.7% | 4,050 | $716K |
| Capital Advisors Inc. | 0.01% | Reduce -18.2% | 4,050 | $716K |
| Team Hewins, LLC | 0.26% | Reduce -46.5% | 4,019 | $714K |
| Winebrenner Capital Management LLC | 0.58% | Add +2.6% | 4,038 | $714K |
| Apollon Financial, LLC | 0.15% | Reduce -2.0% | 4,037 | $713K |
| Holos Integrated Wealth LLC | 0.43% | No change | 4,003 | $712K |
| Richard W. Paul & Associates, LLC | 0.26% | Reduce -1.3% | 4,026 | $712K |
| WPG Advisers, LLC | 0.60% | Add +2.4% | 4,013 | $709K |
| Syntegra Private Wealth Group, LLC | 0.07% | Add +6.7% | 4,012 | $709K |
| Triangle Securities Wealth Management | 0.17% | Add +3.0% | 4,012 | $709K |
| Heritage Financial Services, LLC | 0.07% | Add +33.0% | 4,006 | $708K |
| Uhlmann Price Securities, LLC | 0.50% | Reduce -5.6% | 4,003 | $707K |
| Code Waechter LLC | 0.50% | No change | 4,000 | $707K |
| Raleigh Capital Management Inc. | 0.30% | Reduce -0.8% | 3,998 | $707K |
| Smith Asset Management Co., LLC | 0.61% | Add +9.1% | 3,990 | $705K |
| RPG Investment Advisory, LLC | 0.09% | Reduce -51.3% | 3,986 | $704K |
| Private Management Group Inc. | 0.02% | Add +19.4% | 3,974 | $702K |
| Dynamic Financial Group | 0.67% | Add +70.8% | 3,943 | $697K |
| CPR Investments Inc. | 0.54% | Add +8.7% | 3,936 | $696K |
| Summit Wealth Partners, LLC | 0.13% | Add +1.5% | 3,932 | $695K |
| NCM Capital Management, LLC | 0.28% | Reduce -0.6% | 3,927 | $694K |
| 1900 Wealth Management LLC | 0.05% | No change | 3,919 | $693K |
| Crewe Advisors LLC | 0.10% | Add +305.9% | 3,913 | $692K |
| CGC Financial Services, LLC | 0.23% | No change | 3,909 | $691K |
| JP Wealth Management, Inc. | 0.52% | No change | 3,900 | $689K |
| JT Stratford LLC | 0.10% | Reduce -6.0% | 3,881 | $686K |
| Icon Wealth Advisors, LLC | 0.05% | Reduce -3.1% | 3,880 | $686K |
| Roehl & Yi Investment Advisors, LLC | 0.35% | Add +5.0% | 3,859 | $682K |
| One Wealth Advisors, LLC | 0.09% | No change | 3,851 | $681K |
| Fort Point Capital Partners LLC | 0.07% | Add +18.2% | 3,829 | $680K |
| Roxbury Financial LLC | 0.66% | Add +2.6% | 3,831 | $677K |
| Breakwater Investment Management | 0.26% | Add +11.5% | 3,817 | $675K |
| Twin City Private Wealth, LLC | 0.55% | Reduce -7.9% | 3,790 | $673K |
| Adell Harriman & Carpenter Inc. | 0.04% | Reduce -8.0% | 3,802 | $672K |
| Everpar Advisors LLC | 0.30% | Reduce -5.0% | 3,796 | $671K |
| Westmount Partners, LLC | 0.18% | No change | 3,787 | $669K |
| Glen Eagle Advisors, LLC | 0.10% | Reduce -0.1% | 3,778 | $668K |
| 180 Wealth Advisors, LLC | 0.09% | Add +16.0% | 3,777 | $668K |
| SJS Investment Consulting Inc. | 0.11% | Add +1.7% | 3,751 | $663K |
| J. Safra Sarasin Holding AG | 0.01% | No change | 3,750 | $663K |
| First National Advisers, LLC | 0.10% | Add +13.4% | 3,743 | $662K |
| Life Planning Partners, Inc | 0.52% | Add +9.8% | 3,724 | $658K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -2.0% | 3,719 | $657K |
| Trail Ridge Investment Advisors, LLC | 0.32% | Add +1.0% | 3,702 | $655K |
| Hartford Funds Management Co LLC | 0.06% | Add +59.4% | 3,705 | $655K |
| Archer Investment Corp | 0.16% | Reduce -2.0% | 3,693 | $653K |
| LMG Wealth Partners, LLC | 0.13% | Reduce -4.5% | 3,689 | $652K |
| ARK & TLK Investments, LLC | 0.21% | Reduce -2.8% | 3,688 | $652K |
| Farmers & Merchants Investments Inc. | 0.02% | Add +1.8% | 3,687 | $652K |
| American National Bank & Trust | 0.07% | Reduce -0.7% | 3,676 | $650K |
| Fielder Capital Group LLC | 0.17% | No change | 3,668 | $648K |
| Pines Wealth Management, LLC | 0.23% | Add +42.0% | 3,605 | $648K |
| Level Wealth Management LLC | 0.38% | No change | 3,656 | $646K |
| River Street Advisors LLC | 0.28% | Add +28.5% | 3,652 | $645K |
| Brooklyn Investment Group | 0.08% | Add +7.1% | 3,647 | $645K |
| TrueWealth Advisors, LLC | 0.19% | Reduce -0.1% | 3,644 | $644K |
| Wellington Capital Management, Inc. | 0.96% | — | 3,642 | $644K |
| Veltria Advisors Corp. | 0.43% | New | 3,640 | $643K |
| Cypress Wealth Services, LLC | 0.11% | Reduce -3.5% | 3,628 | $641K |
| Eagle Global Advisors LLC | 0.03% | Add +1.4% | 3,620 | $640K |
| Balanced Rock Investment Advisors LLC | 0.50% | Add +22.5% | 3,603 | $637K |
| Indiana Trust & Investment Management Co | 0.21% | Add +1.6% | 3,601 | $636K |
| Planned Solutions, Inc. | 0.24% | No change | 3,592 | $635K |
| Murphy Pohlad Asset Management LLC | 0.27% | No change | 3,591 | $635K |
| Ariston Services Group | 0.45% | Add +5.1% | 3,591 | $635K |
| Planning Center, Inc. | 0.07% | Reduce -1.0% | 3,585 | $634K |
| Arlington Financial Advisors, LLC | 0.10% | Reduce -52.4% | 3,570 | $631K |
| L. Roy Papp & Associates, LLP | 0.07% | Add +0.1% | 3,567 | $630K |
| Jefferies Financial Group Inc. | 0.01% | Add +111.3% | 3,556 | $628K |
| Certuity, LLC | 0.06% | Reduce -6.9% | 3,543 | $626K |
| Heritage Trust Co | 0.07% | No change | 3,543 | $626K |
| Sentinel Pension Advisors, LLC | 0.10% | Add +4.8% | 3,527 | $623K |
| Proffitt & Goodson Inc. | 0.09% | No change | 3,521 | $622K |
| Shira Ridge Wealth Management | 0.28% | Reduce -1.4% | 3,496 | $618K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.09% | Add +0.3% | 3,492 | $617K |
| Windsor Capital Management, LLC | 0.18% | Reduce -0.3% | 3,482 | $615K |
| Envision Financial Planning, LLC | 0.29% | New | 3,476 | $614K |
| Catalyst Financial Partners LLC | 0.07% | Add +20.8% | 3,473 | $614K |
| Red Door Wealth Management, LLC | 0.07% | Add +0.4% | 3,461 | $612K |
| Hudock, Inc. | 0.10% | Add +0.2% | 3,446 | $609K |
| Portland Financial Advisors Inc | 1.46% | No change | 3,444 | $609K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 3,437 | $607K |
| Tilson Financial Group, Inc. | 0.23% | Reduce -2.0% | 3,436 | $607K |
| DDD Partners, LLC | 0.07% | Reduce -1.7% | 3,432 | $606K |
| Austin Asset Management Co Inc | 0.12% | Reduce -1.9% | 3,431 | $606K |
| Independent Wealth Network Inc. | 0.22% | Add +57.3% | 3,395 | $600K |
| Carl P. Sherr & Co., LLC | 0.30% | Reduce -2.0% | 3,381 | $598K |
| Hill Investment Group Partners, LLC | 0.08% | Add +6.8% | 3,379 | $597K |
| FAS Wealth Partners, Inc. | 0.04% | Reduce -0.3% | 3,371 | $596K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -99.8% | 3,354 | $593K |
| VPR Management LLC | 0.28% | No change | 3,350 | $592K |
| JFG Wealth Management, LLC | 0.12% | Reduce -3.7% | 3,347 | $592K |
| SVB Wealth LLC | 0.03% | New | 3,343 | $591K |
| Altiora Financial Group, LLC | 0.12% | No change | 3,342 | $591K |
| Capital Group Private Client Services, Inc. | 0.01% | Add +11.8% | 3,341 | $590K |
| Allen Capital Group, LLC | 0.06% | Add +6.8% | 3,335 | $589K |
| Legacy Private Trust Co. | 0.04% | No change | 3,332 | $589K |
| Samalin Investment Counsel, LLC | 0.23% | Add +41.5% | 3,330 | $589K |
| Pacific Sage Partners, LLC | 0.12% | Add +7.3% | 3,321 | $587K |
| Mason Investment Advisory Services, Inc. | 0.03% | Reduce -3.7% | 3,316 | $586K |
| Nicholson Meyer Capital Management, Inc. | 0.50% | Add +65.8% | 3,312 | $585K |
| Financial Gravity Companies, Inc. | 0.11% | — | 3,306 | $584K |
| Sage Financial Management Group, Inc. | 0.20% | No change | 3,302 | $584K |
| Investmark Advisory Group LLC | 0.27% | Add +3.4% | 3,300 | $583K |
| Alteri Wealth LLC | 0.23% | Add +1.7% | 3,299 | $583K |
| Bogart Wealth, LLC | 0.02% | Reduce -1.2% | 3,282 | $580K |
| Finward Bancorp | 0.46% | Reduce -0.2% | 3,277 | $579K |
| Colony Family Offices, LLC | 0.15% | No change | 3,253 | $578K |
| Hall Capital Management Co. Inc. | 0.24% | Reduce -7.2% | 3,259 | $576K |
| Cathy Pareto & Associates, Inc. | 0.47% | Reduce -6.4% | 3,248 | $574K |
| Blue Chip Partners, LLC | 0.05% | Add +21.4% | 3,232 | $571K |
| Waller Financial Planning Group, Inc. | 0.14% | Reduce -7.2% | 3,232 | $571K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -9.3% | 3,228 | $571K |
| Ullmann Wealth Partners Group, LLC | 0.07% | No change | 3,227 | $570K |
| Total Clarity Wealth Management, Inc. | 0.16% | Reduce -11.0% | 3,221 | $569K |
| Yoder Wealth Management, Inc. | 0.30% | No change | 3,218 | $569K |
| Towercrest Capital Management | 0.10% | No change | 3,208 | $567K |
| Means Investment Co., Inc. | 0.05% | Add +2.7% | 3,195 | $565K |
| GSG Advisors LLC | 0.16% | No change | 3,193 | $564K |
| BTG Pactual Asset Management US LLC | 0.08% | Add +0.1% | 3,184 | $563K |
| SpringVest Wealth Management LLC | 0.46% | No change | 3,164 | $562K |
| Sierra Ocean, LLC | 0.41% | No change | 3,180 | $562K |
| Milestone Asset Management Group, LLC | 0.41% | Add +11.1% | 3,160 | $558K |
| Cornerstone Advisors Asset Management, LLC | 0.11% | Reduce -66.2% | 3,158 | $558K |
| Peoples Financial Services Corp. | 0.27% | No change | 3,144 | $556K |
| First Commonwealth Financial Corp | 0.12% | Reduce -47.2% | 3,139 | $555K |
| Potomac Fund Management Inc. | 0.03% | Reduce -1.2% | 3,131 | $554K |
| Stonebridge Financial Planning Group, LLC | 0.23% | Add +9.4% | 3,135 | $554K |
| Burney Co./ | 0.02% | Reduce -22.8% | 3,133 | $554K |
| NorthRock Partners, LLC | 0.01% | Reduce -10.2% | 3,111 | $553K |
| Encompass Wealth Advisors, LLC | 0.20% | No change | 3,120 | $551K |
| 10Elms LLP | 0.61% | Reduce -13.8% | 3,111 | $550K |
| Barnes Wealth Management Group, Inc | 0.32% | Reduce -3.5% | 3,107 | $549K |
| Howard Bailey Securities, LLC | 0.17% | Reduce -6.5% | 3,106 | $549K |
| Independent Solutions Wealth Management, LLC | 0.11% | Reduce -6.8% | 3,104 | $549K |
| Trilogy Capital Inc. | 0.03% | Reduce -3.6% | 3,090 | $546K |
| Cladis Investment Advisory, LLC | 0.34% | Add +54.4% | 3,088 | $546K |
| Legacy Financial Group LLC | 0.08% | No change | 3,082 | $545K |
| Putney Financial Group LLC | 0.55% | Reduce -2.4% | 3,075 | $543K |
| Henshaw Capital LLC | 0.02% | No change | 3,075 | $543K |
| Baron Wealth Management LLC | 0.19% | No change | 3,075 | $543K |
| CM Wealth Advisors LLC | 0.16% | No change | 3,048 | $542K |
| Cherrydale Wealth Management, LLC | 0.19% | New | 3,064 | $542K |
| Gries Financial LLC | 0.10% | Add +14.5% | 3,041 | $537K |
| HBW Advisory Services LLC | 0.07% | Reduce -10.3% | 3,041 | $537K |
| Essential Partners LLC | 0.21% | — | 3,035 | $536K |
| Elser Financial Planning, Inc | 0.67% | Add +69.0% | 3,022 | $534K |
| Axis Wealth Partners, LLC | 0.35% | Reduce -20.1% | 3,017 | $533K |
| Quartz Partners, LLC | 0.24% | New | 3,012 | $532K |
| Holland Advisory Services, Inc. | 0.78% | No change | 3,008 | $532K |
| Traphagen Investment Advisors LLC | 0.05% | Reduce -0.0% | 3,000 | $530K |
| New Republic Capital, LLC | 0.19% | Add +84.0% | 2,978 | $529K |
| SilverOak Wealth Management LLC | 0.10% | Reduce -0.0% | 2,994 | $529K |
| Cambiar Investors LLC | 0.02% | Reduce -84.1% | 2,986 | $528K |
| Harris Associates (Oakmark Funds) | 0.00% | Reduce -51.1% | 2,982 | $527K |
| German American Bancorp, Inc. | 0.05% | No change | 2,979 | $527K |
| Wisconsin Wealth Advisors, LLC | 0.60% | Add +71.7% | 2,944 | $520K |
| Sound Income Strategies, LLC | 0.03% | Reduce -5.3% | 2,942 | $520K |
| Silverlake Wealth Management LLC | 0.15% | Add +65.8% | 2,932 | $518K |
| Aprio Wealth Management, LLC | 0.06% | Add +0.6% | 2,930 | $518K |
| Wealth Dimensions Group, Ltd. | 0.11% | Add +5.6% | 2,922 | $516K |
| Fiduciary Group, LLC | 0.05% | Add +4.4% | 2,910 | $514K |
| Juncture Wealth Strategies, LLC | 0.18% | Reduce -4.7% | 2,908 | $514K |
| Resolute Wealth Advisor, Inc. | 0.29% | — | 2,613 | $513K |
| Coordinated Financial Services, Inc. | 0.36% | — | 2,899 | $512K |
| Leading Edge Financial Planning LLC | 0.14% | Reduce -7.5% | 2,897 | $512K |
| Calydon Capital | 0.05% | New | 8,503 | $509K |
| Asset Allocation Strategies LLC | 0.11% | Reduce -42.0% | 2,855 | $505K |
| Cambridge Advisors Inc. | 0.11% | No change | 2,850 | $504K |
| Meridian Wealth Advisors, LLC | 0.08% | No change | 2,841 | $502K |
| Meritage Portfolio Management | 0.03% | Reduce -0.4% | 2,836 | $501K |
| Patton Albertson Miller Group, LLC | 0.07% | No change | 2,835 | $501K |
| Archer Investment Management, LLC | 0.36% | Reduce -6.2% | 2,827 | $500K |
| Abound Wealth Management | 0.14% | Add +28.1% | 2,827 | $500K |
| GatePass Capital, LLC | 0.34% | Add +22.0% | 2,825 | $499K |
| Ballast, Inc. | 0.13% | No change | 2,811 | $497K |
| Dover Advisors, LLC | 0.22% | No change | 2,805 | $496K |
| 4Thought Financial Group Inc. | 0.26% | Reduce -68.3% | 2,804 | $496K |
| Highland Financial Advisors, LLC | 0.16% | Reduce -2.5% | 2,800 | $495K |
| Evercore Wealth Management, LLC | 0.01% | Reduce -7.4% | 2,800 | $495K |
| Blue Bell Private Wealth Management, LLC | 0.08% | Add +3.4% | 2,798 | $495K |
| GTS Securities LLC | 0.02% | New | 2,790 | $493K |
| Graypoint LLC | 0.03% | Add +2.1% | 2,786 | $492K |
| Beacon Capital Management, LLC | 0.07% | Reduce -46.3% | 2,773 | $490K |
| Next Capital Management LLC | 0.18% | Add +10.1% | 2,765 | $489K |
| West Financial Advisors, LLC | 0.09% | Add +73.6% | 2,765 | $489K |
| Moseley Investment Management Inc. | 0.17% | Reduce -0.9% | 2,763 | $488K |
| Bradley Foster & Sargent Inc. | 0.01% | Add +12.5% | 2,758 | $487K |
| Sunbelt Securities, Inc. | 0.04% | Add +17.0% | 2,856 | $484K |
| ICONIQ Capital, LLC | 0.01% | Reduce -1.7% | 2,724 | $481K |
| WFA Asset Management Corp | 0.27% | Add +128.4% | 2,999 | $481K |
| Rothschild Investment LLC | 0.03% | Add +4.0% | 2,722 | $481K |
| Bank of New Hampshire | 0.12% | Add +1.9% | 2,720 | $481K |
| Cannell & Spears LLC | 0.01% | Add +6.2% | 2,714 | $480K |
| Garland Capital Management Inc. | 1.52% | Reduce -13.7% | 2,709 | $479K |
| SC&H Financial Advisors, Inc. | 0.08% | No change | 2,709 | $479K |
| First National Bank of Mount Dora, Trust Investment Services | 0.11% | No change | 2,708 | $479K |
| Arthur M. Cohen & Associates, LLC | 0.08% | No change | 2,704 | $478K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -38.5% | 2,702 | $477K |
| Portland Global Advisors LLC | 0.06% | Add +79.9% | 2,699 | $477K |
| First Business Financial Services, Inc. | 0.04% | No change | 2,689 | $475K |
| McGlone Suttner Wealth Management, Inc. | 0.07% | No change | 2,688 | $475K |
| Weatherly Asset Management L. P. | 0.04% | No change | 2,653 | $471K |
| Alliance Wealth Management Group | 0.12% | No change | 2,656 | $469K |
| Baker Tilly Wealth Management, LLC | 0.17% | Reduce -27.2% | 2,654 | $469K |
| Safeguard Investment Advisory Group, LLC | 0.12% | No change | 2,652 | $469K |
| Northcape Wealth Management, LLC | 0.14% | New | 2,649 | $468K |
| Edge Financial Advisors LLC | 0.25% | Add +36.6% | 2,633 | $468K |
| Harbor Group, Inc. | 0.08% | Add +45.6% | 2,646 | $468K |
| ZynergyRetirementPlanningLLC | 0.31% | Reduce -2.0% | 2,643 | $467K |
| Ariadne Wealth Management, LP | 0.22% | No change | 2,583 | $467K |
| Hantz Financial Services, Inc. | 0.01% | Reduce -19.4% | 2,640 | $467K |
| Selective Wealth Management, Inc. | 0.17% | Reduce -58.6% | 2,616 | $466K |
| Fulton Bank, N.A. | 0.02% | No change | 2,636 | $466K |
| Glassman Wealth Services | 0.07% | Reduce -19.9% | 2,627 | $464K |
| Prudent Man Investment Management, Inc. | 0.26% | No change | 2,739 | $464K |
| Strid Group, LLC | 0.07% | No change | 2,621 | $463K |
| Continental Investors Services, Inc. | 0.83% | Add +4.6% | 2,620 | $463K |
| Financial Insights, Inc. | 0.17% | Add +88.5% | 2,619 | $463K |
| Mullooly Asset Management, Inc. | 0.19% | Reduce -40.8% | 2,612 | $462K |
| Goldstein Advisors, LLC | 0.06% | No change | 2,612 | $462K |
| Patten & Patten Inc. | 0.03% | No change | 2,612 | $462K |
| Landaas & Co. /Wi | 0.11% | Reduce -11.6% | 2,609 | $461K |
| Center For Asset Management LLC | 0.28% | Add +7.3% | 2,714 | $459K |
| Madison Wealth Partners, Inc | 0.10% | Add +16.8% | 2,582 | $456K |
| Chapman Financial Group, LLC | 0.39% | — | 2,581 | $456K |
| Barlow Wealth Partners, LLC | 0.05% | No change | 2,552 | $456K |
| L.M. Kohn & Company | 0.12% | Reduce -11.9% | 2,573 | $455K |
| Able Wealth Management LLC | 0.23% | New | 2,570 | $454K |
| Spinnaker Trust | 0.03% | Add +1.1% | 2,567 | $454K |
| Summit Global Investments | 0.03% | Reduce -9.4% | 2,557 | $452K |
| FSM Wealth Advisors, LLC | 0.07% | Add +78.5% | 2,536 | $452K |
| Kingsman Wealth Management, Inc. | 0.28% | Add +0.8% | 2,552 | $451K |
| Kelly Financial Services LLC | 0.13% | Add +3.9% | 2,534 | $448K |
| Argentarii, LLC | 0.21% | Add +5.4% | 2,530 | $447K |
| MKT Advisors LLC | 0.18% | Reduce -0.2% | 2,500 | $446K |
| Tenon Financial LLC | 0.20% | Add +0.2% | 2,516 | $445K |
| Strategic Wealth Partners, Ltd. | 0.03% | — | 2,508 | $443K |
| Prosperity Financial Group, Inc. | 0.19% | Reduce -1.5% | 2,504 | $443K |
| Robinson Smith Wealth Advisors LLC | 0.35% | No change | 2,501 | $442K |
| DiNuzzo Private Wealth, Inc. | 0.05% | No change | 2,485 | $439K |
| O'ROURKE & COMPANY, Inc | 0.20% | No change | 2,480 | $438K |
| Brookwood Investment Group LLC | 0.07% | Reduce -4.7% | 2,480 | $438K |
| Bryant Woods Investment Advisors, LLC | 0.19% | No change | 2,475 | $437K |
| Cidel Asset Management Inc. | 0.03% | No change | 2,475 | $437K |
| Summit Asset Management, LLC | 0.07% | Reduce -7.5% | 2,465 | $436K |
| Proficio Capital Partners LLC | 0.03% | Reduce -19.6% | 2,455 | $434K |
| Opulen Financial Group LLC | 0.36% | New | 2,454 | $434K |
| Merrion Investment Management Co, LLC | 0.28% | Add +7.7% | 2,450 | $433K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Reduce -13.8% | 2,445 | $432K |
| NewSquare Capital LLC | 0.03% | No change | 2,439 | $431K |
| Lazard Asset Management LLC | 0.00% | Add +11.1% | 2,443 | $431K |
| J. W. Coons Advisors, LLC | 0.10% | No change | 2,438 | $431K |
| WealthPlan Investment Management, LLC | 0.03% | Add +37.1% | 2,426 | $429K |
| Mathes Company, Inc. | 0.16% | No change | 2,413 | $426K |
| Verus Financial Partners, Inc. | 0.04% | Reduce -1.6% | 2,390 | $426K |
| Montis Financial, LLC | 0.12% | No change | 2,410 | $426K |
| SFE Investment Counsel | 0.07% | New | 2,406 | $425K |
| Bailard, Inc. | 0.01% | Add +14.3% | 2,406 | $425K |
| Carr Financial Group Corp | 0.13% | No change | 2,401 | $424K |
| ARS Wealth Advisors Group, LLC | 0.05% | No change | 2,399 | $424K |
| BetterWealth, LLC | 0.11% | No change | 2,395 | $423K |
| FWL Investment Management, LLC | 0.13% | Reduce -11.2% | 2,388 | $422K |
| Ironwood Investment Counsel, LLC | 0.07% | Reduce -16.1% | 2,381 | $421K |
| Fortis Capital Management LLC | 0.07% | No change | 2,369 | $419K |
| Realta Investment Advisors | 0.17% | Add +68.3% | 2,366 | $418K |
| Lantern Wealth Advisors, LLC | 0.25% | — | 266 | $417K |
| Austin Wealth Management, LLC | 0.07% | Reduce -0.3% | 2,343 | $415K |
| Genesis Private Wealth, LLC | 0.20% | Add +0.4% | 2,343 | $414K |
| Sfmg, LLC | 0.03% | Add +22.6% | 2,340 | $414K |
| Naviter Wealth, LLC | 0.05% | No change | 2,309 | $410K |
| Client 1ST Advisory Group, LLC | 0.15% | No change | 2,318 | $410K |
| First Citizens Bank & Trust Co. | 0.01% | Add +6.8% | 2,317 | $410K |
| Cornerstone Financial Group, LLC | 0.35% | No change | 2,316 | $409K |
| American State Bank (Iowa) | 0.23% | Add +86.8% | 2,309 | $408K |
| Solidarity Wealth, LLC | 0.10% | No change | 2,293 | $407K |
| Triad Wealth Partners, LLC | 0.08% | New | 2,303 | $407K |
| Oakworth Capital, Inc. | 0.03% | No change | 2,285 | $404K |
| Sonora Investment Management Group, LLC | 0.03% | Add +76.3% | 2,282 | $403K |
| Synergy Financial Group, LTD | 0.30% | Reduce -1.4% | 2,272 | $402K |
| Fairview Capital Investment Management, LLC | 0.02% | No change | 2,272 | $402K |
| Innova Wealth Partners | 0.24% | No change | 2,269 | $401K |
| Panoramic Investment Advisors, LLC | 0.25% | New | 2,262 | $400K |
| Horizon Wealth Management, LLC | 0.07% | Reduce -1.4% | 2,260 | $399K |
| Convergence Financial, LLC | 0.07% | Add +7.8% | 2,259 | $399K |
| Sachem Hill LLC | 0.08% | Reduce -1.1% | 2,248 | $397K |
| Wealth Group Ltd | 0.10% | Reduce -0.9% | 2,247 | $397K |
| Avalon Capital Management | 0.11% | Add +45.3% | 2,238 | $396K |
| Armstrong Advisory Group, Inc. | 0.03% | Add +27.9% | 2,235 | $395K |
| John W. Brooker & Co., CPAs | 0.93% | New | 2,201 | $395K |
| Stone House Investment Management, LLC | 0.07% | Add +230.4% | 2,227 | $394K |
| Note Advisors, LLC | 0.27% | Reduce -40.5% | 2,218 | $392K |
| Redhawk Wealth Advisors, Inc. | 0.05% | Add +14.2% | 2,213 | $391K |
| Lionshead Wealth Management, LLC | 0.36% | Reduce -24.0% | 2,201 | $391K |
| jvl associates llc | 0.14% | Add +6.9% | 2,209 | $390K |
| Croban | 0.33% | No change | 2,209 | $390K |
| Wealth Quarterback LLC | 0.18% | Reduce -12.6% | 2,200 | $389K |
| Quadrant Private Wealth Management, LLC | 0.08% | New | 2,188 | $389K |
| Integral Investment Advisors, Inc. | 0.11% | Add +27.9% | 2,199 | $389K |
| Philip James Wealth Mangement, LLC | 0.05% | No change | 2,196 | $388K |
| DB Fitzpatrick & Co, Inc | 0.34% | Add +1.8% | 2,192 | $387K |
| Tyche Wealth Partners LLC | 0.08% | Add +24.8% | 2,192 | $387K |
| TCP Asset Management, LLC | 0.08% | No change | 2,191 | $387K |
| Christensen, King & Associates Investment Services, Inc. | 0.18% | No change | 2,188 | $387K |
| Petra Financial Advisors Inc. | 0.25% | Reduce -19.4% | 2,187 | $387K |
| Colonial River Investments, LLC | 0.17% | Reduce -25.5% | 2,154 | $387K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Add +22.6% | 2,185 | $386K |
| BFI Infinity Ltd. | 0.32% | Reduce -46.7% | 2,176 | $385K |
| Cordgrass Capital Advisors, LLC | 0.10% | Add +498.1% | 2,165 | $383K |
| Saxony Capital Management, LLC | 0.29% | Add +0.7% | 2,162 | $382K |
| Mason & Associates, LLC | 0.10% | Reduce -4.1% | 2,156 | $381K |
| Comprehensive Money Management Services LLC | 0.29% | Reduce -4.4% | 2,155 | $381K |
| Verisail Partners, LLC | 0.16% | No change | 2,153 | $381K |
| Integrated Capital Management, LLC | 0.18% | Reduce -9.6% | 2,140 | $380K |
| Towneley Capital Management, Inc / DE | 0.09% | Reduce -28.8% | 2,145 | $379K |
| Atlas Wealth LLC | 0.19% | No change | 2,114 | $377K |
| Three Magnolias Financial Advisors, LLC | 0.26% | No change | 2,135 | $377K |
| Pictet North America Advisors SA | 0.04% | No change | 2,133 | $377K |
| MKD Wealth Coaches, LLC | 0.40% | No change | 2,131 | $377K |
| Farmers National Bank | 0.10% | Reduce -0.8% | 2,118 | $374K |
| Capstone Financial Advisors, Inc. | 0.02% | Reduce -3.1% | 2,117 | $374K |
| Austin Private Wealth, LLC | 0.03% | Add +0.6% | 2,112 | $373K |
| Security National Bank of Sioux City Iowa | 0.26% | Reduce -0.7% | 2,103 | $372K |
| Creekmur Asset Management LLC | 0.07% | Add +8.2% | 2,100 | $371K |
| Atlanta Consulting Group Advisors, LLC | 0.10% | Add +36.4% | 2,086 | $371K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -24.9% | 2,062 | $370K |
| Canandaigua National Bank & Trust Co. | 0.03% | No change | 2,072 | $366K |
| Greenfield Savings Bank | 0.17% | Reduce -6.8% | 2,071 | $366K |
| Trust Point Inc. | 0.03% | Reduce -9.5% | 2,068 | $365K |
| Applied Capital LLC | 0.16% | No change | 2,062 | $364K |
| Laurel Wealth Advisors LLC | 0.05% | Add +70.5% | 2,056 | $363K |
| Sovran Advisors, LLC | 0.04% | Reduce -4.7% | 2,036 | $363K |
| Thor Investment Management Inc. /Oh/ | 0.24% | No change | 2,035 | $360K |
| Franklin Street Advisors Inc. | 0.02% | No change | 2,025 | $358K |
| Cape Investment Advisory, Inc. | 0.13% | Add +8.3% | 2,025 | $358K |
| Fidelity D & D Bancorp Inc. | 0.22% | Add +3.3% | 2,020 | $357K |
| Meridian Wealth Partners, LLC | 0.05% | Add +6.0% | 2,019 | $357K |
| GeoWealth Management, LLC | 0.01% | Add +2.3% | 2,016 | $356K |
| Trivium Point Advisory, LLC | 0.04% | Reduce -38.1% | 2,015 | $356K |
| Chapin Davis, Inc. | 0.10% | No change | 2,013 | $356K |
| Fusion Family Wealth, LLC | 0.03% | Reduce -20.8% | 2,007 | $355K |
| Capital World Investors | 0.00% | Reduce -56.5% | 2,005 | $354K |
| IAG Wealth Partners, LLC | 0.05% | No change | 2,002 | $354K |
| Haven Private, LLC | 0.16% | Reduce -12.3% | 2,000 | $353K |
| Revolve Wealth Partners, LLC | 0.05% | Reduce -0.3% | 2,000 | $353K |
| Retirement Planning Co of New England, Inc. | 0.16% | Add +4.0% | 1,997 | $353K |
| PSI Advisors, LLC | 0.18% | Add +28.7% | 1,994 | $352K |
| Bayesian Capital Management, LP | 0.06% | New | 1,984 | $351K |
| S.A. Mason LLC | 0.17% | Reduce -4.8% | 1,978 | $350K |
| Raffa Wealth Management, LLC | 0.07% | No change | 1,975 | $349K |
| HT Partners LLC | 0.11% | No change | 1,968 | $348K |
| McNamara Financial Services, Inc. | 0.07% | Reduce -1.3% | 1,960 | $346K |
| Murphy & Mullick Capital Management Corp | 0.28% | No change | 1,956 | $346K |
| First International Bank & Trust | 0.12% | Reduce -5.1% | 1,952 | $345K |
| Versant Capital Management, Inc | 0.05% | Add +7.7% | 1,951 | $345K |
| Trace Wealth Advisors, LLC | 0.28% | No change | 1,950 | $345K |
| Marion Wealth Management | 0.09% | No change | 1,947 | $344K |
| Cultivar Capital, Inc. | 0.25% | No change | 1,944 | $344K |
| Optima Capital LLC | 0.18% | Reduce -15.5% | 1,933 | $343K |
| Atala Financial Inc | 0.24% | New | 1,934 | $342K |
| Miller Financial Services LLC | 0.43% | Reduce -6.7% | 1,927 | $341K |
| EnRich Financial Partners LLC | 0.10% | Reduce -2.7% | 1,923 | $340K |
| Stablepoint Partners, LLC | 0.06% | Add +48.9% | 1,922 | $340K |
| Boreal Capital Management LLC | 0.33% | — | 1,910 | $339K |
| Fortress Financial Group, LLC | 0.29% | Add +0.4% | 1,919 | $339K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.12% | Add +1.2% | 1,909 | $339K |
| Appleton Partners Inc. | 0.02% | Add +3.2% | 1,920 | $339K |
| Capital Investment Services of America, Inc. | 0.03% | Add +9.4% | 1,912 | $338K |
| Sterling Investment Advisors, Ltd. | 0.07% | Reduce -19.9% | 1,909 | $337K |
| Sterling Wealth Management, Inc. | 0.11% | — | 1,908 | $337K |
| Seelaus Asset Management LLC | 0.30% | No change | 1,902 | $336K |
| Van Cleef Asset Management,Inc | 0.04% | No change | 1,900 | $336K |
| Bangor Savings Bank | 0.03% | Add +0.1% | 1,891 | $334K |
| Motco | 0.03% | Add +319.1% | 1,886 | $334K |
| Mosaic Financial Group, LLC | 0.25% | No change | 1,871 | $331K |
| National Wealth Management Group, LLC | 0.19% | Reduce -3.3% | 1,869 | $330K |
| Schulz Wealth, LTD. | 0.25% | New | 1,862 | $329K |
| Wharton Business Group, LLC | 0.01% | No change | 1,858 | $328K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -7.9% | 1,855 | $328K |
| Claro Advisors Inc. | 0.05% | Reduce -13.4% | 1,848 | $327K |
| Capital Advantage, Inc. | 0.05% | Reduce -4.2% | 1,842 | $325K |
| Vantage Point Financial LLC | 0.14% | No change | 1,841 | $325K |
| Colton Groome Financial Advisors, LLC | 0.11% | Add +2.5% | 1,841 | $325K |
| Richard P Slaughter Associates Inc | 0.07% | Reduce -84.3% | 1,840 | $325K |
| GDS Wealth Management | 0.02% | Reduce -0.1% | 1,840 | $325K |
| SK Wealth Management, LLC | 0.14% | Add +0.6% | 1,824 | $325K |
| Milestone Asset Management, LLC | 0.07% | Reduce -52.8% | 1,836 | $324K |
| FRG Family Wealth Advisors LLC | 0.06% | No change | 1,835 | $324K |
| First Hawaiian Bank | 0.04% | New | 1,835 | $324K |
| First Interstate Bank | 0.02% | Add +49.4% | 1,835 | $324K |
| Arkos Global Advisors | 0.04% | Reduce -11.0% | 1,831 | $324K |
| Rowlandmiller & Partners.adv | 0.07% | No change | 1,833 | $324K |
| Trek Financial, LLC | 0.02% | Reduce -16.5% | 1,832 | $324K |
| Altfest L J & Co. Inc. | 0.04% | Reduce -0.1% | 1,831 | $324K |
| Denver PWM, LLC | 0.10% | Reduce -1.2% | 1,817 | $321K |
| Townsquare Capital LLC | 0.03% | Reduce -99.3% | 1,810 | $320K |
| Guidance Capital, Inc. | 0.09% | Reduce -7.6% | 1,822 | $320K |
| HHM Wealth Advisors, LLC | 0.04% | Add +173.9% | 1,808 | $320K |
| Cascade Investment Group, Inc. | 0.22% | No change | 1,806 | $319K |
| Motive Wealth Advisors | 0.15% | No change | 1,806 | $319K |
| Accretive Wealth Partners, LLC | 0.10% | No change | 1,803 | $319K |
| RMG Wealth Management LLC | 0.05% | — | 1,779 | $316K |
| Cedar Point Capital Partners, LLC | 0.22% | Add +0.4% | 1,786 | $316K |
| ABLE Financial Group, LLC | 0.08% | Reduce -6.2% | 1,785 | $315K |
| Aerodigm Wealth, LLC | 0.15% | No change | 1,785 | $315K |
| Aurora Private Wealth, Inc. | 0.23% | Add +17.0% | 1,781 | $315K |
| Collaborative Wealth Managment Inc. | 0.14% | Add +1.7% | 1,772 | $313K |
| Harfst & Associates, Inc. | 0.06% | Reduce -15.6% | 1,770 | $313K |
| White Wing Wealth Management | 0.21% | No change | 1,767 | $312K |
| New Perspectives, Inc | 0.15% | No change | 1,761 | $311K |
| Ceera Investments, LLC | 0.10% | Reduce -5.4% | 1,760 | $311K |
| NFSG Corp | 0.05% | Add +7.3% | 1,756 | $310K |
| Syverson Strege & Co | 0.07% | Reduce -1.1% | 1,747 | $309K |
| Beirne Wealth Consulting Services, LLC | 0.10% | No change | 1,737 | $309K |
| RHS Financial, LLC | 0.17% | Reduce -15.5% | 1,736 | $307K |
| JNBA Financial Advisors | 0.03% | No change | 1,732 | $306K |
| Peterson Wealth Services | 0.08% | No change | 1,729 | $306K |
| Capital International Investors | 0.00% | Reduce -56.0% | 1,726 | $305K |
| Wagner Wealth Management, LLC | 0.07% | Add +42975.0% | 1,723 | $305K |
| RVW Wealth, LLC | 0.03% | Add +5.8% | 1,711 | $302K |
| KWB Wealth | 0.04% | Add +0.2% | 1,749 | $302K |
| Elevation Point Wealth Partners, LLC | 0.02% | Reduce -20.1% | 1,704 | $301K |
| Brooklyn FI, LLC | 0.08% | Add +3.7% | 1,703 | $301K |
| Ignite Planners, LLC | 0.05% | No change | 1,693 | $301K |
| Axim Planning & Wealth | 0.27% | Add +2.4% | 1,701 | $301K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | No change | 1,690 | $300K |
| Drake & Associates, LLC | 0.07% | Reduce -17.9% | 1,698 | $300K |
| Tranquility Partners, LLC | 0.11% | Reduce -1.7% | 1,696 | $300K |
| Peddock Capital Advisors, LLC | 0.07% | Reduce -0.5% | 1,695 | $300K |
| Centurion Wealth Management LLC | 0.09% | Reduce -3.9% | 1,694 | $299K |
| Allegiance Financial Group Advisory Services LLC | 0.08% | New | 1,684 | $299K |
| Baldwin Wealth Partners LLC | 0.02% | No change | 1,690 | $299K |
| Jackson Creek Investment Advisors LLC | 0.08% | Reduce -0.5% | 1,680 | $297K |
| Hanson & Doremus Investment Management | 0.04% | No change | 1,677 | $296K |
| Anderson Hoagland & Co. | 0.03% | No change | 1,674 | $296K |
| Legacy Financial Strategies, LLC | 0.06% | Reduce -0.2% | 1,672 | $296K |
| Plan A Wealth LLC | 0.17% | Reduce -21.4% | 1,669 | $295K |
| Cadence Bank | 0.02% | Add +1.5% | 1,664 | $294K |
| Revisor Wealth Management LLC | 0.11% | Reduce -1.0% | 1,637 | $294K |
| Farnam Financial LLC | 0.26% | Add +36.6% | 1,660 | $293K |
| GEM Asset Management, LLC | 0.15% | Add +0.5% | 1,644 | $293K |
| Iron Horse Wealth Management, LLC | 0.09% | Add +5.1% | 1,653 | $292K |
| Foronjy Financial LLC | 0.14% | — | 1,650 | $292K |
| Romano Brothers and Company | 0.04% | Add +0.5% | 1,648 | $291K |
| Prasad Wealth Partners, LLC | 0.09% | No change | 1,644 | $291K |
| Wrenne Financial Planning LLC | 0.14% | Reduce -16.3% | 1,643 | $290K |
| Define Financial, LLC | 0.19% | Add +5.9% | 1,642 | $290K |
| FourThought Financial Partners, LLC | 0.03% | Add +1.9% | 1,639 | $290K |
| JDM Financial Group LLC | 0.14% | No change | 1,635 | $289K |
| Crown Wealth Group, LLC | 0.11% | Reduce -90.4% | 1,628 | $288K |
| Rialto Wealth Management, LLC | 0.08% | Add +0.1% | 1,627 | $288K |
| Tompkins Financial Corp. | 0.03% | No change | 1,627 | $288K |
| PTM Wealth Management, LLC | 0.19% | Add +0.3% | 1,600 | $287K |
| Arlington Trust Co LLC | 0.06% | Reduce -15.6% | 1,625 | $287K |
| Vestia Personal Wealth Advisors | 0.20% | Reduce -14.0% | 1,617 | $286K |
| Semus Wealth Partners LLC | 0.18% | No change | 1,610 | $285K |
| BigSur Wealth Management LLC | 0.07% | No change | 1,600 | $284K |
| S. R. Schill & Associates | 0.21% | No change | 1,600 | $283K |
| Carnegie Lake Advisors LLC | 0.11% | No change | 1,593 | $282K |
| Enterprise Bank & Trust Co | 0.11% | No change | 1,593 | $282K |
| WealthPLAN Partners, LLC | 0.05% | Reduce -29.0% | 1,592 | $281K |
| Wealth Advisors of Iowa, LLC | 0.11% | No change | 1,590 | $281K |
| Pullen Investment Management, LLC | 0.17% | No change | 1,583 | $280K |
| Eagle Rock Investment Company, LLC | 0.04% | New | 1,583 | $280K |
| First Pacific Financial | 0.04% | Add +37.4% | 1,579 | $279K |
| Tactive Advisors, LLC | 0.09% | — | 1,576 | $278K |
| Seed Wealth Management, Inc. | 0.21% | No change | 1,575 | $278K |
| Proactive Wealth Strategies LLC | 0.13% | Reduce -5.0% | 1,568 | $277K |
| MPS Loria Financial Planners, LLC | 0.08% | No change | 1,564 | $277K |
| Highline Wealth Partners LLC | 0.08% | Add +0.8% | 1,566 | $277K |
| SPC Financial, Inc. | 0.02% | Reduce -66.3% | 1,565 | $277K |
| LMCG Investments, LLC | 0.02% | Add +1.9% | 1,562 | $276K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -3.6% | 1,558 | $275K |
| Peoples Bank | 0.17% | Reduce -6.0% | 1,557 | $275K |
| Clearstead Trust, LLC | 0.05% | Add +53.6% | 1,551 | $274K |
| Traction Financial Partners, LLC | 0.19% | No change | 1,549 | $274K |
| Whitaker-Myers Wealth Managers, LTD. | 0.07% | Add +7.5% | 1,546 | $273K |
| Unified Investment Management | 0.29% | No change | 1,546 | $273K |
| Sunpointe, LLC | 0.11% | No change | 1,533 | $272K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -1.5% | 1,517 | $271K |
| Smead Capital Management, Inc. | 0.01% | New | 1,530 | $270K |
| Northstar Financial Companies, Inc. | 0.28% | New | 1,529 | $270K |
| Jentner Corp | 0.07% | No change | 1,526 | $270K |
| Stuart Chaussee & Associates, Inc. | 0.06% | Reduce -21.6% | 1,526 | $270K |
| Total Investment Management Inc. | 0.04% | Reduce -41.5% | 1,526 | $270K |
| Welch Group, LLC | 0.01% | Reduce -1.1% | 1,525 | $270K |
| Kraft Asset Management, LLC | 0.25% | No change | 1,524 | $269K |
| Perissos Private Wealth Management, LLC | 0.21% | Reduce -24.7% | 1,523 | $269K |
| Private Advisory Group LLC | 0.03% | Add +3.0% | 1,517 | $268K |
| Stegner Investment Associates Inc. | 0.16% | Reduce -7.2% | 1,507 | $266K |
| Gimbal Financial | 0.16% | No change | 1,500 | $265K |
| Hemenway Trust Co LLC | 0.02% | No change | 1,500 | $265K |
| Tiller Private Wealth, Inc. | 0.10% | Reduce -54.1% | 1,497 | $265K |
| Lynx Investment Advisory | 0.17% | Add +0.2% | 1,498 | $265K |
| OMNI 360 Wealth, Inc. | 0.16% | Reduce -5.5% | 1,498 | $265K |
| Annex Advisory Services, LLC | 0.01% | Reduce -56.1% | 1,491 | $264K |
| Beverly Hills Private Wealth, LLC | 0.05% | New | 1,488 | $263K |
| Private Wealth Management Group, LLC | 0.09% | No change | 1,484 | $262K |
| EWG Elevate Inc. | 0.08% | Reduce -25.9% | 1,479 | $261K |
| Fairvoy Private Wealth, LLC | 0.06% | Add +17.9% | 1,474 | $261K |
| Truvestments Capital LLC | 0.05% | No change | 1,468 | $260K |
| TD Asset Management Inc | 0.00% | No change | 1,466 | $259K |
| Acorn Financial Advisory Services Inc. | 0.04% | Reduce -13.5% | 1,463 | $259K |
| Apriem Advisors | 0.03% | No change | 1,458 | $258K |
| Sage Investment Counsel LLC | 0.30% | Add +0.8% | 1,455 | $257K |
| Eastern Bank | 0.00% | Reduce -45.4% | 1,454 | $257K |
| Columbia Bank | 0.08% | No change | 1,439 | $256K |
| Harbour Capital Advisors, LLC | 0.05% | No change | 1,434 | $256K |
| L & S Advisors Inc | 0.03% | New | 1,450 | $256K |
| Lantz Financial LLC | 0.06% | No change | 1,448 | $256K |
| Pursue Wealth Partners LLC | 0.15% | Add +4.3% | 1,446 | $256K |
| True North Advisors, LLC | 0.05% | Reduce -12.2% | 1,441 | $255K |
| Novare Capital Management LLC | 0.02% | No change | 1,440 | $255K |
| Telos Capital Management, Inc. | 0.03% | Add +23.6% | 1,439 | $254K |
| Morton Capital Management LLC | 0.05% | Reduce -3.5% | 1,439 | $254K |
| Heritage Wealth Management, Inc. | 0.08% | Reduce -5.6% | 1,434 | $253K |
| First Nebraska Trust Co | 0.02% | No change | 1,434 | $253K |
| RAM Investment Partners, LLC | 0.05% | Add +0.2% | 1,432 | $253K |
| Navis Wealth Advisors, LLC | 0.21% | Reduce -4.7% | 1,430 | $253K |
| Worth Asset Management, LLC | 0.12% | Add +3.8% | 1,427 | $252K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.09% | Reduce -7.9% | 1,418 | $252K |
| Boyce & Associates Wealth Consulting, Inc. | 0.23% | No change | 1,423 | $252K |
| Aviance Capital Partners, LLC | 0.03% | No change | 1,421 | $251K |
| Wealthstar Advisors, LLC | 0.09% | No change | 1,420 | $251K |
| Northstar Asset Management Inc. | 0.07% | New | 1,420 | $251K |
| Community Financial Services Group, LLC | 0.05% | No change | 1,417 | $250K |
| McDonald Partners LLC | 0.06% | No change | 1,412 | $250K |
| Park National Corp. | 0.01% | New | 1,411 | $249K |
| Sage Capital Advisors,llc | 0.06% | No change | 1,409 | $249K |
| Optivise Advisory Services LLC | 0.13% | Add +18.5% | 1,407 | $249K |
| BWM Planning, LLC | 0.09% | No change | 1,404 | $248K |
| Cooper Financial Group | 0.03% | Reduce -27.5% | 1,403 | $248K |
| Slagle Financial, LLC | 0.10% | Reduce -31.8% | 1,402 | $248K |
| SMI Advisory Services, LLC | 0.05% | New | 1,398 | $247K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +72.8% | 1,396 | $247K |
| Clarity Wealth Advisors, LLC | 0.06% | Reduce -0.8% | 1,386 | $245K |
| Evolution Wealth Management Inc. | 0.30% | — | 1,386 | $245K |
| IFG Advisors, LLC | 0.04% | New | 1,386 | $245K |
| Channel Wealth LLC | 0.07% | Reduce -0.1% | 1,384 | $245K |
| Portside Wealth Group, LLC | 0.04% | Reduce -7.9% | 1,381 | $244K |
| Novus Advisors, LLC | 0.37% | Reduce -42.9% | 1,381 | $244K |
| Stark Wealth Management LLC | 0.35% | No change | 1,378 | $244K |
| Smith Salley Wealth Management | 0.01% | No change | 1,374 | $243K |
| David Wealth Management LLC | 0.18% | New | 1,371 | $242K |
| Duncker Streett & Co. Inc. | 0.04% | Reduce -2.8% | 1,370 | $242K |
| Marco Investment Management LLC | 0.02% | No change | 1,364 | $241K |
| Significant Wealth Partners LLC | 0.12% | New | 1,360 | $240K |
| Global Wealth Strategies & Associates | 0.07% | Reduce -1.8% | 1,357 | $240K |
| Holderness Investments Co. | 0.05% | Reduce -36.5% | 1,357 | $240K |
| Seven Mile Advisory | 0.14% | No change | 1,353 | $239K |
| JSF Financial, LLC | 0.06% | Add +10.2% | 1,352 | $239K |
| Excalibur Management Corp. | 0.09% | No change | 1,352 | $239K |
| Family Capital Management, Inc. | 0.13% | No change | 1,350 | $239K |
| Gen-Wealth Partners Inc | 0.09% | Add +22.6% | 1,347 | $238K |
| Flynn Zito Capital Management, LLC | 0.10% | New | 1,343 | $237K |
| Kure Advisory, LLC | 0.16% | No change | 1,339 | $237K |
| Orion Capital Management LLC | 0.09% | No change | 1,339 | $237K |
| Prevail Innovative Wealth Advisors, LLC | 0.05% | New | 1,338 | $236K |
| Satovsky Asset Management LLC | 0.05% | No change | 1,337 | $236K |
| Financial Futures Ltd Liability Co. | 0.13% | Add +11.2% | 1,336 | $236K |
| Pettyjohn, Wood & White, Inc. | 0.04% | No change | 1,333 | $236K |
| Benchmark Financial Wealth Advisors, LLC | 0.08% | Reduce -0.4% | 1,329 | $235K |
| Maltin Wealth Management, Inc. | 0.11% | No change | 1,328 | $235K |
| YHB Investment Advisors, Inc. | 0.02% | Reduce -1.5% | 1,327 | $235K |
| Stonebridge Capital Advisors LLC | 0.02% | No change | 1,324 | $234K |
| Allianz SE | 0.01% | Reduce -98.4% | 1,324 | $234K |
| Capital Investment Counsel, Inc | 0.03% | Reduce -5.8% | 1,317 | $233K |
| St. Clair Advisors, LLC | 0.06% | No change | 1,316 | $233K |
| Canal Capital Management, LLC | 0.04% | Add +2.9% | 1,312 | $232K |
| PCG Wealth Advisors, LLC | 0.12% | No change | 1,312 | $232K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.08% | No change | 1,310 | $232K |
| Quantum Financial Planning Services, Inc. | 0.11% | Reduce -36.3% | 1,307 | $231K |
| Winch Advisory Services, LLC | 0.06% | Add +8.8% | 1,302 | $230K |
| Chicago Capital, LLC | 0.01% | No change | 1,301 | $230K |
| Foguth Wealth Management, LLC. | 0.05% | New | 1,300 | $230K |
| Philadelphia Trust Co. | 0.02% | No change | 1,297 | $229K |
| Rossby Financial, LCC | 0.09% | Add +38.0% | 1,293 | $229K |
| Sonata Capital Group Inc. | 0.09% | New | 1,288 | $228K |
| Whittier Trust Co. | 0.00% | Reduce -28.8% | 1,288 | $228K |
| Sensible Money, LLC | 0.09% | No change | 1,288 | $228K |
| Eq LLC | 0.09% | No change | 1,288 | $228K |
| Northwest Financial Advisors | 0.32% | Reduce -2.1% | 1,286 | $227K |
| Nestegg Advisors, Inc. | 0.22% | Add +9.7% | 1,286 | $227K |
| Pandora Wealth, Inc. | 0.14% | No change | 1,285 | $227K |
| Nemes Rush Group LLC | 0.02% | No change | 1,285 | $227K |
| Red Lighthouse Investment Management, LLC | 0.09% | Reduce -15.6% | 1,284 | $227K |
| Opes Wealth Management LLC | 0.04% | Add +4.3% | 1,281 | $226K |
| JTC Employer Solutions Trustee Ltd | 0.02% | No change | 1,280 | $226K |
| 1834 Investment Advisors Co. | 0.03% | No change | 1,278 | $226K |
| Smith Thornton Advisors LLC | 0.13% | No change | 1,276 | $226K |
| WealthTrust Axiom LLC | 0.07% | No change | 1,274 | $225K |
| Redmond Asset Management, LLC | 0.05% | Reduce -13.4% | 1,262 | $223K |
| Physician Wealth Advisors, Inc. | 0.04% | Reduce -5.5% | 1,262 | $223K |
| M.E. Allison & Co., Inc. | 0.18% | No change | 1,260 | $223K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -5.7% | 1,258 | $222K |
| Secure Asset Management, LLC | 0.04% | Reduce -5.0% | 1,257 | $222K |
| Wealthquest Corp | 0.02% | Reduce -5.3% | 1,255 | $222K |
| Forum Private Client Group LLC | 0.09% | Reduce -4.5% | 1,255 | $222K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.05% | New | 1,254 | $222K |
| Five Oceans Advisors | 0.09% | Reduce -18.8% | 1,254 | $222K |
| MBL Wealth, LLC | 0.02% | New | 1,253 | $221K |
| Resolute Advisors LLC | 0.05% | No change | 1,243 | $221K |
| Brass Tax Wealth Management, Inc. | 0.04% | New | 1,247 | $220K |
| QTR Family Wealth, LLC | 0.14% | No change | 1,241 | $219K |
| Global Assets Advisory, LLC | 0.09% | Reduce -31.8% | 1,223 | $218K |
| Barton Investment Management | 0.02% | No change | 1,235 | $218K |
| Veracity Capital LLC | 0.08% | No change | 1,235 | $218K |
| RKL Wealth Management LLC | 0.02% | New | 1,229 | $217K |
| Valley Financial Group, Inc. | 0.13% | Reduce -13.2% | 1,226 | $217K |
| JPL Wealth Management, LLC | 0.06% | Reduce -74.9% | 1,225 | $216K |
| Bordeaux Wealth Advisors LLC | 0.03% | New | 1,224 | $216K |
| Rodgers Brothers Inc. | 0.03% | Add +1.3% | 1,220 | $216K |
| Synergy Asset Management, LLC | 0.02% | New | 1,217 | $215K |
| Vident Advisory, LLC | 0.00% | Reduce -84.7% | 1,217 | $215K |
| Providence Capital Advisors, LLC | 0.04% | Reduce -4.4% | 1,216 | $215K |
| Pennington Partners & Co., LLC | 0.12% | No change | 1,209 | $215K |
| Cypress Financial Planning LLC | 0.07% | No change | 1,215 | $215K |
| Laurel Wealth Planning LLC | 0.12% | No change | 1,210 | $214K |
| Triumph Capital Management | 0.06% | Reduce -9.8% | 1,210 | $214K |
| Joseph P. Lucia & Associates, LLC | 0.09% | No change | 1,209 | $214K |
| Shoker Investment Counsel, Inc. | 0.07% | No change | 1,208 | $214K |
| Meridian Financial Advisors, LLC | 0.14% | No change | 1,208 | $213K |
| Curio Wealth, LLC | 0.09% | Add +17142.9% | 1,207 | $213K |
| Pacifica Partners Inc. | 0.09% | No change | 1,203 | $213K |
| Northside Capital Management, LLC | 0.02% | No change | 1,200 | $212K |
| Crux Wealth Advisors | 0.09% | No change | 1,200 | $212K |
| Innovative Wealth Building LLC | 0.18% | New | 1,196 | $211K |
| MontVue Capital Management, Inc. | 0.15% | No change | 1,194 | $211K |
| BancFirst Trust & Investment Management | 0.10% | No change | 1,194 | $211K |
| Hobbs Group Advisors, LLC | 0.07% | No change | 1,193 | $211K |
| Avid Wealth Partners LLC | 0.12% | Reduce -0.4% | 1,186 | $211K |
| Signature Resources Capital Management, LLC | 0.13% | Reduce -1.9% | 1,189 | $210K |
| Traynor Capital Management, Inc. | 0.01% | Reduce -52.4% | 1,176 | $210K |
| Granite FO LLC | 0.12% | No change | 1,187 | $210K |
| TCTC Holdings, LLC | 0.01% | No change | 1,187 | $210K |
| TFO Wealth Partners, LLC | 0.04% | New | 1,184 | $209K |
| Westbourne Investments, Inc. | 0.11% | Add +1.7% | 1,180 | $209K |
| NRI Wealth Management LC | 0.13% | Reduce -9.2% | 1,176 | $208K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.02% | Reduce -16.1% | 1,175 | $208K |
| Formidable Asset Management, LLC | 0.03% | No change | 1,202 | $208K |
| ShankerValleau Wealth Advisors, Inc. | 0.06% | No change | 1,168 | $206K |
| MorganRosel Wealth Management, LLC | 0.06% | No change | 1,167 | $206K |
| Millstone Evans Group, LLC | 0.14% | No change | 1,164 | $206K |
| Foresight Capital Management Advisors, Inc. | 0.12% | No change | 1,160 | $205K |
| Arcadia Wealth Management, Inc. | 0.14% | Reduce -4.9% | 1,158 | $205K |
| Solitude Financial Services | 0.07% | New | 1,147 | $203K |
| Davis Wealth Advisors, LLC | 0.21% | New | 1,146 | $202K |
| Pinnacle Wealth Management Group, Inc. | 0.12% | New | 1,145 | $202K |
| Tumwater Wealth Management, LLC | 0.09% | New | 1,145 | $202K |
| Patrick M Sweeney & Associates, Inc. | 0.14% | New | 1,126 | $202K |
| Kendall Capital Management | 0.05% | New | 1,144 | $202K |
| Blankinship & Foster, LLC | 0.05% | New | 1,141 | $202K |
| Orleans Capital Management Corp. | 0.11% | New | 1,140 | $201K |
| Gibbs Wealth Management | 0.04% | New | 1,139 | $201K |
| Bellecapital International Ltd. | 0.04% | New | 1,137 | $201K |
| Heritage Oak Wealth Advisors LLC | 0.08% | Reduce -14.8% | 1,135 | $201K |
| Resonant Capital Advisors, LLC | 0.01% | New | 1,128 | $200K |
| Stenger Family Office, LLC | 0.05% | — | 1,121 | $200K |
| Resurgent Financial Advisors LLC | 0.11% | New | 1,133 | $200K |
| High Falls Advisors, Inc | 0.04% | New | 1,132 | $200K |
| Westside Investment Management, Inc. | 0.04% | No change | 1,122 | $199K |
| Financial Freedom, LLC | 0.10% | Reduce -0.1% | 1,101 | $195K |
| Opal Wealth Advisors, LLC | 0.05% | Reduce -21.1% | 1,087 | $192K |
| Hara Capital LLC | 0.12% | No change | 1,065 | $188K |
| Biltmore Family Office, LLC | 0.03% | Add +1.6% | 1,057 | $188K |
| Tucker Asset Management LLC | 0.06% | Add +59.6% | 1,044 | $185K |
| Elevation Wealth Partners, LLC | 0.07% | No change | 1,040 | $184K |
| Briaud Financial Planning Inc | 0.07% | No change | 1,026 | $181K |
| Promus Capital, LLC | 0.12% | No change | 1,014 | $179K |
| BankPlus Trust Department | 0.05% | No change | 1,008 | $178K |
| Ballast Advisors LLC | 0.05% | No change | 991 | $175K |
| Powell Investment Advisors, LLC | 0.06% | New | 973 | $173K |
| Bfsg, LLC | 0.02% | Add +2.6% | 950 | $168K |
| Hoey Investments, Inc. | 0.03% | Reduce -1.1% | 944 | $167K |
| TOWER TRUST & INVESTMENT Co | 0.12% | No change | 939 | $166K |
| HM Payson & Co. | 0.00% | Reduce -0.2% | 936 | $165K |
| Marshall & Sterling Wealth Advisors Inc. | 0.11% | Add +0.2% | 928 | $164K |
| MeadowBrook Investment Advisors LLC | 0.15% | No change | 921 | $163K |
| Cascades Capital Asset Management, LLC | 0.08% | Add +5.8% | 916 | $162K |
| Dunhill Financial, LLC | 0.05% | New | 900 | $159K |
| Financial Network Wealth Advisors LLC | 0.19% | No change | 897 | $159K |
| EPG Wealth Management LLC | 0.05% | Reduce -15.8% | 879 | $155K |
| Security National Bank | 0.03% | Reduce -25.3% | 865 | $153K |
| Perritt Capital Management Inc | 0.08% | No change | 863 | $153K |
| Main Street Group, LTD | 0.05% | Reduce -30.2% | 838 | $148K |
| Compass Financial Services Inc | 0.07% | Add +517.9% | 828 | $146K |
| Retirement Wealth Solutions LLC | 0.11% | Add +181.5% | 822 | $145K |
| Lynch Asset Management, Inc. | 0.05% | New | 818 | $145K |
| City Holding Co. | 0.02% | No change | 802 | $142K |
| Community Bank, N.A. | 0.02% | No change | 800 | $141K |
| Koesten, Hirschmann & Crabtree, INC. | 0.07% | Add +0.9% | 798 | $141K |
| Valued Wealth Advisors LLC | 0.07% | Reduce -1.6% | 785 | $139K |
| Lowe Wealth Advisors, LLC | 0.05% | No change | 789 | $139K |
| Cary Street Partners Investment Advisory LLC | 0.07% | No change | 785 | $139K |
| Avalon Trust Co | 0.01% | No change | 782 | $138K |
| Coston, McIsaac & Partners | 0.04% | No change | 779 | $137K |
| Twin Peaks Wealth Advisors, LLC | 0.04% | New | 740 | $133K |
| Morris Financial Concepts, Inc. | 0.05% | Add +0.7% | 726 | $128K |
| Arcadia Investment Advisors LLC | 0.07% | Add +132.4% | 718 | $127K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -26.0% | 717 | $127K |
| Capitol Family Office, Inc. | 0.16% | No change | 715 | $126K |
| Sherman Asset Management, Inc. | 0.11% | Reduce -0.7% | 702 | $124K |
| Aberdeen Wealth Management LLC | 0.08% | No change | 700 | $124K |
| Hazlett, Burt & Watson, Inc. | 0.05% | Reduce -26.7% | 686 | $121K |
| Legacy Investment Solutions, LLC | 0.06% | — | 678 | $120K |
| Legacy Wealth Managment, LLC | 0.06% | Reduce -29.6% | 678 | $120K |
| Park Place Capital Corp | 0.03% | Add +85.8% | 667 | $119K |
| Mark Sheptoff Financial Planning, LLC | 0.06% | No change | 656 | $116K |
| Bernard Wealth Management Corp. | 0.05% | Reduce -47.5% | 642 | $113K |
| Kimelman & Baird, LLC | 0.01% | No change | 641 | $113K |
| Provident Wealth Management, LLC | 0.04% | No change | 639 | $113K |
| Ulland Investment Advisors, LLC | 0.09% | No change | 635 | $112K |
| LGT Financial Advisors LLC | 0.28% | No change | 628 | $111K |
| Adirondack Trust Co. | 0.04% | Reduce -4.9% | 627 | $111K |
| Dagco, Inc. | 0.03% | No change | 624 | $110K |
| Sachetta, LLC | 0.04% | No change | 623 | $110K |
| Kings Path Partners LLC | 0.04% | No change | 619 | $109K |
| Sellwood Investment Partners LLC | 0.05% | New | 616 | $109K |
| Wolff Wiese Magana LLC | 0.07% | No change | 612 | $108K |
| Atlantic Edge Private Wealth Management, LLC | 0.03% | Reduce -7.0% | 607 | $107K |
| Accent Capital Management, LLC | 0.05% | No change | 600 | $106K |
| Addison Advisors LLC | 0.03% | Add +31.9% | 595 | $105K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Reduce -0.2% | 591 | $104K |
| Clean Yield Group | 0.03% | No change | 575 | $102K |
| Eq Wealth Advisors, LLC | 0.07% | No change | 558 | $99K |
| Thompson Investment Management, Inc. | 0.01% | No change | 550 | $97K |
| State Farm Mutual Automobile Insurance Co. | 0.00% | New | 550 | $97K |
| Evensky & Katz LLC | 0.01% | No change | 544 | $96K |
| Hughes Financial Services, LLC | 0.02% | Reduce -35.9% | 534 | $95K |
| Marquette Asset Management, LLC | 0.02% | No change | 534 | $94K |
| Barnes Dennig Private Wealth Management LLC | 0.11% | Reduce -0.9% | 526 | $93K |
| Redwood Park Advisors LLC | 0.07% | No change | 525 | $93K |
| Integrity Financial Corp | 0.05% | Reduce -19.9% | 522 | $93K |
| Paladin Advisory Group, LLC | 0.07% | No change | 523 | $92K |
| Canton Hathaway, LLC | 0.02% | No change | 515 | $91K |
| Country Trust Bank | 0.00% | No change | 506 | $89K |
| one8zero8, LLC | 0.02% | Reduce -56.3% | 504 | $89K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | No change | 498 | $88K |
| Future Financial Wealth Managment LLC | 0.06% | No change | 494 | $87K |
| Crowley Wealth Management, Inc. | 0.07% | No change | 457 | $81K |
| Richards, Merrill & Peterson, Inc. | 0.04% | No change | 455 | $80K |
| Intelligent Financial Strategies | 0.04% | No change | 445 | $79K |
| Sittner & Nelson, LLC | 0.03% | No change | 441 | $78K |
| Grand Wealth Management, LLC | 0.04% | Reduce -23.7% | 434 | $77K |
| Hoese & Co LLP | 0.06% | No change | 428 | $76K |
| Peachtree Investment Partners, LLC | 0.03% | Reduce -48.4% | 426 | $75K |
| Vermillion & White Wealth Management Group, LLC | 0.05% | No change | 424 | $75K |
| Atlantic Private Wealth, LLC | 0.05% | No change | 422 | $75K |
| Resources Management Corp. /CT/ | 0.01% | No change | 416 | $74K |
| Pin Oak Investment Advisors Inc. | 0.06% | No change | 423 | $73K |
| Barclays PLC | 0.00% | No change | 412 | $73K |
| Concord Wealth Partners | 0.01% | Add +35.5% | 405 | $72K |
| Proathlete Wealth Management LLC | 0.02% | No change | 398 | $70K |
| Missouri Trust & Investment Co | 0.02% | Add +71.6% | 386 | $68K |
| Avion Wealth | 0.02% | No change | 378 | $66K |
| Costello Asset Management, INC | 0.02% | No change | 373 | $66K |
| GFG Capital, LLC | 0.02% | New | 372 | $66K |
| Burkett Financial Services, LLC | 0.02% | Add +1.6% | 371 | $66K |
| 3Chopt Investment Partners, LLC | 0.02% | New | 369 | $66K |
| Centricity Wealth Management, LLC | 0.05% | Reduce -42.9% | 371 | $66K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 365 | $65K |
| Pacific Center for Financial Services | 0.02% | No change | 343 | $61K |
| Optimum Investment Advisors | 0.02% | No change | 325 | $57K |
| Running Point Capital Advisors, LLC | 0.02% | No change | 318 | $56K |
| Marshall & Sullivan Inc. | 0.03% | New | 317 | $56K |
| North Capital, Inc. | 0.05% | No change | 316 | $56K |
| Founders Capital Management | 0.03% | No change | 300 | $53K |
| Elevate Wealth Advisory, Inc. | 0.04% | No change | 294 | $52K |
| True Wealth Design, LLC | 0.02% | No change | 290 | $51K |
| Kozak & Associates, Inc. | 0.01% | Reduce -4.4% | 284 | $51K |
| Bear Mountain Capital, Inc. | 0.02% | No change | 283 | $50K |
| Tradewinds Capital Management, LLC | 0.01% | Add +9.4% | 278 | $49K |
| CarsonAllaria Wealth Management, Ltd. | 0.03% | No change | 276 | $49K |
| WealthCollab, LLC | 0.03% | No change | 273 | $48K |
| Hollencrest Capital Management | 0.00% | Add +76.3% | 268 | $47K |
| Tidemark, LLC | 0.02% | No change | 268 | $47K |
| Morton Brown Family Wealth, LLC | 0.01% | No change | 265 | $47K |
| Cordant, Inc. | 0.02% | No change | 262 | $46K |
| GW&K Investment Management, LLC | 0.00% | New | 259 | $46K |
| Comprehensive Financial Planning, Inc. | 0.04% | Add +0.4% | 259 | $46K |
| Sawyer & Company, Inc | 0.01% | Add +96.2% | 204 | $44K |
| Rice Partnership, LLC | 0.01% | Reduce -0.8% | 249 | $44K |
| Pineridge Advisors LLC | 0.02% | No change | 243 | $43K |
| Kessler Investment Group, LLC | 0.02% | No change | 230 | $41K |
| Atwood & Palmer Inc. | 0.00% | New | 227 | $40K |
| Bellevue Asset Management, LLC | 0.02% | Add +0.5% | 223 | $39K |
| Y.D. More Investments Ltd | 0.00% | Add +14.4% | 222 | $39K |
| Aspect Partners, LLC | 0.02% | No change | 207 | $37K |
| MPWM Advisory Solutions, LLC | 0.02% | No change | 205 | $36K |
| Cardinal Strategic Wealth Guidance | 0.01% | No change | 203 | $36K |
| Investors Research Corp | 0.01% | Add +109.3% | 203 | $36K |
| EMC Capital Management | 0.02% | No change | 200 | $35K |
| Cedar Wealth Management, LLC | 0.01% | New | 197 | $35K |
| Northwest Capital Management Inc | 0.02% | Reduce -63.9% | 190 | $34K |
| Citizens National Bank Trust Department | 0.01% | No change | 187 | $33K |
| Berkshire Money Management, Inc. | 0.00% | New | 186 | $33K |
| Rosenberg Matthew Hamilton | 0.01% | Add +29.3% | 181 | $32K |
| Joseph Group Capital Management | 0.01% | New | 180 | $32K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 175 | $31K |
| Byrne Asset Management LLC | 0.02% | No change | 175 | $31K |
| Legend Financial Advisors, Inc. | 0.02% | New | 175 | $31K |
| Towne Trust Company, N.A | 0.01% | No change | 161 | $28K |
| Kiker Wealth Management, LLC | 0.02% | New | 160 | $28K |
| Piscataqua Savings Bank | 0.02% | No change | 160 | $28K |
| Your Advocates Ltd., LLP | 0.01% | No change | 155 | $27K |
| Roble, Belko & Company, Inc | 0.00% | No change | 150 | $27K |
| AllSquare Wealth Management LLC | 0.01% | No change | 151 | $27K |
| Pflug Koory, LLC | 0.01% | No change | 141 | $25K |
| Activest Wealth Management | 0.01% | Add +2700.0% | 140 | $25K |
| Ogorek Anthony Joseph /NY/ | 0.01% | Add +585.0% | 137 | $24K |
| Pittenger & Anderson Inc. | 0.00% | Add +19.5% | 135 | $24K |
| Arvest Investments, Inc. | 0.00% | No change | 135 | $24K |
| Monetary Management Group Inc. | 0.01% | New | 132 | $23K |
| Nvwm, LLC | 0.01% | New | 130 | $23K |
| Van Den Berg Management I, Inc. | 0.01% | Add +63.2% | 124 | $22K |
| Aventura Private Wealth, LLC | 0.01% | Add +16.2% | 122 | $22K |
| Albion Financial Group | 0.00% | No change | 115 | $20K |
| Bellwether Advisors, LLC | 0.00% | No change | 112 | $20K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | New | 112 | $20K |
| PFC Capital Group, Inc. | 0.01% | No change | 112 | $19K |
| Mascoma Wealth Management LLC | 0.00% | No change | 107 | $19K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | — | 108 | $19K |
| Riverview Trust Co | 0.02% | Reduce -50.0% | 105 | $19K |
| Riggs Asset Managment Co. Inc. | 0.00% | Reduce -77.6% | 104 | $18K |
| Broadwater Capital Management LLC | 0.01% | Add +17574.0% | 17,674 | $18K |
| Viewpoint Capital Management LLC | 0.01% | Reduce -39.8% | 100 | $18K |
| Robbins Farley | 0.01% | New | 100 | $18K |
| Centennial Bank | 0.01% | Reduce -55.6% | 100 | $18K |
| Arjuna Capital | 0.00% | No change | 98 | $17K |
| Field & Main Bank | 0.01% | No change | 98 | $17K |
| Eukles Asset Management | 0.01% | No change | 96 | $17K |
| Capital A Wealth Management, LLC | 0.17% | Add +67.7% | 104 | $16K |
| ROSS\JOHNSON & Associates LLC | 0.30% | No change | 84 | $15K |
| Tower View Wealth Management LLC | 0.01% | Reduce -9.0% | 81 | $14K |
| Vision Financial Markets LLC | 0.01% | Add +1.3% | 81 | $14K |
| West Paces Advisors Inc. | 0.00% | New | 80 | $14K |
| United Community Bank | 0.00% | New | 75 | $13K |
| Rakuten Securities, Inc. | 0.00% | Reduce -44.5% | 71 | $13K |
| SYM FINANCIAL Corp | 0.00% | No change | 67 | $12K |
| Delos Wealth Advisors, LLC | 0.01% | New | 66 | $12K |
| Team Financial Group, LLC | 0.01% | New | 64 | $11K |
| Legacy Bridge, LLC | 0.01% | Add +12.5% | 63 | $11K |
| American Capital Advisory, LLC | 0.01% | No change | 61 | $11K |
| PFS Partners, LLC | 0.01% | No change | 60 | $11K |
| Alerus Financial NA | 0.00% | New | 57 | $10K |
| Aviso Financial Inc. | 0.00% | No change | 52 | $9K |
| Accredited Wealth Management, LLC | 0.01% | No change | 50 | $9K |
| Cornerstone Planning Group LLC | 0.00% | Add +2.1% | 48 | $8K |
| MJT & Associates Financial Advisory Group, Inc. | 0.01% | Reduce -2.1% | 47 | $8K |
| HFM Investment Advisors, LLC | 0.00% | No change | 41 | $7K |
| Navigoe, LLC | 0.01% | No change | 45 | $7K |
| Wood Tarver Financial Group, LLC | 0.00% | Reduce -32.8% | 45 | $7K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 38 | $7K |
| DecisionPoint Financial, LLC | 0.00% | No change | 36 | $6K |
| First Financial Corp. | 0.00% | No change | 36 | $6K |
| Anfield Capital Management, LLC | 0.00% | No change | 30 | $5K |
| Decker Retirement Planning Inc. | 0.00% | Reduce -90.9% | 23 | $4K |
| Fortis Group Advisors, LLC | 0.00% | No change | 22 | $4K |
| 1 North Wealth Services LLC | 0.00% | No change | 21 | $4K |
| Spurstone Advisory Services, LLC | 0.05% | No change | 19 | $3K |
| Wallace Hart LLC | 0.00% | New | 15 | $3K |
| Clarity Asset Management, Inc. | 0.00% | No change | 14 | $3K |
| Mountain Hill Investment Partners Corp. | 0.00% | No change | 11 | $2K |
| POM Investment Strategies, LLC | 0.00% | No change | 11 | $2K |
| Carolina Wealth Advisors, LLC | 0.00% | No change | 10 | $2K |
| Fairway Wealth LLC | 0.00% | Reduce -99.3% | 7 | $1K |
| Cheviot Value Management, LLC | 0.00% | No change | 5 | $890 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 5 | $884 |
| Quaker Wealth Management, LLC | 0.00% | — | 5 | $884 |
| Chesapeake Asset Management LLC | 0.00% | Reduce -93.8% | 4 | $706 |
| Fortitude Family Office, LLC | 0.00% | New | 3 | $530 |
| Delta Asset Management LLC | 0.00% | No change | 2 | $353 |
| Natixis | 0.00% | Reduce -99.9% | 1 | $176 |
| Morling Financial Advisors, LLC | 0.00% | Reduce -99.9% | 1 | $165 |
"% 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.