Vanguard Mrngstr Val ETF-AuiVTVETF
13F holders, Q4 2025 (December 31)2,675holders +222
131new positions
80sold out
7famous investors
$187.19avg. 13F price*
At the end of Q4 2025, 2,675 institutions reported holding Vanguard Mrngstr Val ETF-Aui (VTV) in their 13F filings, up 222 from Q3 2025. 131 opened new positions and 80 sold out. The largest holders were Bank of America Corp. ($26.0B), Jones Financial Companies LLLP ($10.6B) and Morgan Stanley ($6.3B). 7 famous investors held it, including Joel Greenblatt (0.5% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Bill Nygren (0.0% of Harris Associates (Oakmark Funds)'s portfolio).
- Company
- Vanguard Mrngstr Val ETF-Aui
- CUSIP
- 922908744
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 131 | $670.8M |
| Exits | 80 | $328.3M |
All 13F filers, Q3 2025 → Q4 2025: 25,078,675 shares bought and 12,109,344 shares sold, net +12,969,331 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,675 holders
| Bank of America Corp. | 1.89% | Add +1.8% | 136,148,963 | $26.0B |
| Jones Financial Companies LLLP | 6.44% | Add +2.4% | 55,273,064 | $10.6B |
| Morgan Stanley | 0.38% | Reduce -0.1% | 33,171,922 | $6.3B |
| Envestnet Asset Management Inc. | 1.15% | Reduce -7.4% | 20,283,049 | $3.9B |
| UBS Group AG | 0.48% | Reduce -7.0% | 12,641,987 | $2.4B |
| Ameriprise Financial Inc. | 0.48% | Add +0.6% | 11,182,864 | $2.1B |
| LPL Financial LLC | 0.56% | Add +1.5% | 10,741,631 | $2.1B |
| Raymond James Financial Inc. | 0.52% | Add +10.6% | 8,759,680 | $1.7B |
| Wells Fargo & Company | 0.31% | Add +7.0% | 8,241,454 | $1.6B |
| EP Wealth Advisors, LLC | 7.86% | — | 7,915,910 | $1.5B |
| Cetera Investment Advisers | 1.55% | Add +1.4% | 7,443,431 | $1.4B |
| Tiaa Trust, National Association | 3.26% | Add +9.5% | 7,131,797 | $1.4B |
| Captrust Financial Advisors | 2.32% | Add +2.5% | 6,385,243 | $1.2B |
| Royal Bank of Canada | 0.19% | Add +4.3% | 5,780,993 | $1.1B |
| D.A. Davidson & Co. | 6.51% | Add +1.9% | 5,564,462 | $1.1B |
| Mill Creek Capital Advisors, LLC | 20.32% | Reduce -0.5% | 5,221,026 | $997.2M |
| Mariner, LLC | 1.15% | Add +7.1% | 5,055,379 | $965.6M |
| Betterment LLC | 1.81% | Reduce -2.1% | 4,973,990 | $950.0M |
| FMR LLC | 0.04% | Reduce -0.1% | 4,522,859 | $863.8M |
| Focus Partners Wealth | 0.94% | Add +34.3% | 4,312,622 | $823.6M |
| PNC Financial Services Group, Inc. | 0.44% | Reduce -1.4% | 4,243,341 | $810.4M |
| Northwestern Mutual Wealth Management Co. | 0.49% | Add +5.9% | 4,093,400 | $781.8M |
| Sei Investments Co. | 0.71% | Add +3.0% | 3,765,710 | $719.2M |
| JPMorgan Chase & Co. | 0.05% | Add +6.4% | 3,749,143 | $716.0M |
| Rwa Wealth Partners, LLC | 7.66% | Reduce -1.8% | 3,669,869 | $700.9M |
| Bank of New York Mellon Corp | 0.12% | Reduce -0.5% | 3,497,133 | $667.9M |
| HighTower Advisors, LLC | 0.72% | Add +6.4% | 3,460,961 | $661.0M |
| Moneta Group Investment Advisors LLC | 4.74% | Add +1.5% | 3,277,770 | $626.0M |
| Goldman Sachs Group Inc. | 0.08% | Add +2.0% | 2,988,709 | $570.8M |
| Commonwealth Equity Services, LLC | 0.69% | Reduce -17.4% | 2,712,802 | $518.1M |
| Citigroup Inc. | 0.35% | Add +6.7% | 2,652,846 | $506.7M |
| Truist Financial Corp. | 0.67% | Reduce -21.5% | 2,608,888 | $498.3M |
| Mission Wealth Management, LP | 9.36% | Add +0.1% | 2,404,910 | $459.3M |
| Osaic Holdings, Inc. | 0.66% | Reduce -0.9% | 2,366,662 | $452.2M |
| Choreo, LLC | 5.19% | Add +1.1% | 2,117,942 | $407.4M |
| CBIZ Investment Advisory Services, LLC | 15.24% | Add +1.6% | 2,109,504 | $402.9M |
| BlackRock, Inc. | 0.01% | Add +310.6% | 1,916,575 | $366.0M |
| Provida Pension Fund Administrator | 6.28% | Reduce -10.1% | 1,900,118 | $362.9M |
| Wealth Enhancement Advisory Services, LLC | 0.46% | Add +42.0% | 1,734,226 | $340.4M |
| Coldstream Capital Management Inc. | 4.29% | Add +2.3% | 1,729,977 | $330.4M |
| Modera Wealth Management, LLC | 3.76% | Add +0.1% | 1,703,688 | $325.4M |
| Stifel Financial Corp. | 0.29% | Add +5.7% | 1,674,538 | $319.8M |
| Richard Bernstein Advisors LLC | 9.33% | Reduce -1.8% | 1,662,254 | $317.5M |
| Bell Bank | 13.09% | Add +10.1% | 1,604,085 | $306.4M |
| Facet Wealth, Inc. | 5.39% | Add +3.4% | 1,535,058 | $304.4M |
| Waldron Private Wealth LLC | 11.94% | Add +4.4% | 1,581,258 | $302.0M |
| Lincoln National Corp. | 8.35% | Add +1.0% | 1,494,671 | $285.5M |
| Members Trust Co | 9.26% | Reduce -0.8% | 1,486,682 | $283.9M |
| Baird Financial Group, Inc. | 0.44% | Add +2.3% | 1,486,260 | $283.9M |
| United Capital Financial Advisors, LLC | 1.67% | Add +2.3% | 1,451,534 | $277.2M |
| Assetmark, Inc. | 0.56% | Reduce -0.6% | 1,440,253 | $275.1M |
| MML Investors Services, LLC | 0.65% | Add +7.6% | 1,386,698 | $264.8M |
| Retirement Investment Advisors, Inc. | 21.18% | Add +2.1% | 1,375,849 | $262.8M |
| Rockefeller Capital Management L.P. | 0.46% | Add +55.4% | 1,347,298 | $257.3M |
| Cerity Partners LLC | 0.37% | Add +31.1% | 1,333,021 | $254.6M |
| Equitable Holdings, Inc. | 1.70% | Add +5.9% | 1,302,280 | $248.7M |
| Sanctuary Advisors, LLC | 1.31% | Add +4.9% | 1,257,162 | $240.1M |
| NewEdge Advisors, LLC | 0.85% | Add +11.5% | 1,220,272 | $233.1M |
| Mather Group, Llc. | 2.29% | Reduce -0.4% | 1,166,166 | $222.7M |
| Corient Private Wealth LP | 0.30% | Add +6.1% | 1,144,006 | $218.7M |
| Vantagepoint Investment Advisers LLC | 1.72% | Reduce -7.1% | 1,117,089 | $213.4M |
| Alliancebernstein L.P. | 0.07% | Reduce -12.3% | 1,111,170 | $212.2M |
| Garde Capital, Inc. | 12.34% | Add +1.0% | 1,090,271 | $208.2M |
| Private Advisor Group, LLC | 0.96% | Add +8.8% | 1,069,607 | $204.3M |
| Caisse de depot et placement du Quebec | 0.34% | New | 1,046,001 | $199.8M |
| SCS Capital Management LLC | 2.11% | Reduce -7.0% | 1,042,872 | $199.2M |
| Brookstone Capital Management | 2.27% | Add +7.5% | 1,037,193 | $198.1M |
| Beacon Pointe Advisors, LLC | 1.33% | Add +21.6% | 993,992 | $189.8M |
| CIBC Private Wealth Group LLC | 0.31% | Add +2.0% | 972,047 | $185.7M |
| Stephens Group Asset Management, LLC | 12.39% | Add +0.5% | 971,407 | $185.5M |
| Merit Financial Group, LLC | 1.49% | Add +8.5% | 969,104 | $185.1M |
| Cambridge Investment Research Advisors, Inc. | 0.48% | Reduce -4.0% | 946,946 | $180.9M |
| Creative Planning | 0.13% | Add +30.7% | 938,262 | $179.2M |
| Kestra Advisory Services, LLC | 0.73% | Add +17.6% | 931,476 | $177.9M |
| Blair William & Co. | 0.46% | Add +11.7% | 898,024 | $171.5M |
| Systematic Alpha Investments, LLC | 5.33% | No change | 894,868 | $170.9M |
| Cwm, LLC | 0.45% | Add +54.6% | 859,845 | $164.2M |
| Thrive Wealth Management, LLC | 23.36% | Add +3.8% | 832,005 | $158.9M |
| US Bancorp \de | 0.19% | Reduce -1.0% | 831,903 | $158.9M |
| Everhart Financial Group, Inc. | 14.39% | Add +7.8% | 813,302 | $155.3M |
| RMG Wealth Management LLC | 19.95% | Add +7.3% | 775,119 | $154.0M |
| 71 West Capital Partners | 7.08% | — | 805,934 | $153.9M |
| Vista Capital Partners, Inc. | 14.59% | Reduce -0.8% | 773,840 | $147.8M |
| Gotham Asset Management | 0.53% | Add +283.3% | 766,649 | $146.4M |
| Saudi Central Bank | 5.40% | No change | 756,686 | $144.5M |
| Woodmont Investment Counsel LLC | 8.96% | Add +5.7% | 748,472 | $143.0M |
| Sequoia Financial Advisors, LLC | 0.79% | Add +6.3% | 741,134 | $141.5M |
| Strategies Wealth Advisors, LLC | 13.93% | Add +4.7% | 727,968 | $139.0M |
| Mountain Capital Investment Advisors Inc. | 21.78% | Add +3.9% | 683,529 | $135.1M |
| Nepc LLC | 2.87% | Add +20.0% | 704,920 | $134.6M |
| Brandywine Oak Private Wealth LLC | 11.28% | Add +2.3% | 703,637 | $134.4M |
| Prime Capital Investment Advisors, LLC | 1.62% | Reduce -3.4% | 696,914 | $133.1M |
| Clearstead Advisors, LLC | 1.67% | Add +2.0% | 694,349 | $132.6M |
| Focused Wealth Management, Inc | 13.81% | Add +3.9% | 680,890 | $130.0M |
| Envestnet Portfolio Solutions, Inc. | 0.44% | Add +4.0% | 659,149 | $125.9M |
| Cary Street Partners Financial LLC | 3.06% | Reduce -0.6% | 647,557 | $123.7M |
| Brickley Wealth Management | 20.65% | Reduce -0.1% | 641,354 | $122.5M |
| Citizens Financial Group Inc. | 1.63% | Reduce -3.1% | 637,292 | $121.7M |
| Simon Quick Advisors, LLC | 5.24% | Add +5.6% | 628,428 | $120.0M |
| Foster Group, Inc. | 3.53% | Reduce -2.7% | 612,092 | $116.9M |
| Partners Capital Investment Group, LLP | 4.34% | Reduce -1.1% | 609,367 | $116.4M |
| Orion Porfolio Solutions, LLC | 0.85% | Add +7.7% | 603,448 | $115.3M |
| Efficient Advisors, LLC | 6.50% | Reduce -0.7% | 582,862 | $111.3M |
| BOK Financial Private Wealth, Inc. | 6.75% | Reduce -1.0% | 577,300 | $110.3M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.86% | Reduce -2.2% | 575,021 | $109.8M |
| IFC Advisors LLC | 15.95% | New | 571,755 | $109.2M |
| Bleakley Financial Group, LLC | 1.88% | Add +2.9% | 566,924 | $108.3M |
| Invictus Private Wealth, LLC | 6.52% | Add +2.6% | 564,272 | $107.8M |
| Permanens Capital L.P. | 13.98% | Reduce -14.5% | 561,293 | $107.2M |
| RMR Wealth Builders | 8.50% | Add +4.1% | 556,263 | $106.2M |
| Financial Synergies Wealth Advisors, Inc. | 9.95% | Add +3.0% | 539,758 | $103.1M |
| Lido Advisors, LLC | 0.40% | Add +51.8% | 528,818 | $100.8M |
| Pathway Financial Advisors LLC | 12.50% | Add +4.3% | 506,913 | $99.5M |
| Euclidean Capital LLC | 26.88% | New | 520,000 | $99.3M |
| Cornerstone Management, Inc. | 16.16% | Add +0.4% | 518,964 | $99.1M |
| Bessemer Group Inc. | 0.15% | Add +49.0% | 512,882 | $98.0M |
| Bank of Hawaii | 4.75% | Reduce -5.1% | 503,578 | $96.2M |
| Nadler Financial Group, Inc. | 8.92% | Add +3.1% | 502,189 | $95.9M |
| Accredited Investors Inc. | 5.07% | Add +5.4% | 499,930 | $95.5M |
| CreativeOne Wealth, LLC | 2.31% | Add +6.0% | 498,199 | $95.2M |
| BIP Wealth, LLC | 3.30% | Add +48.6% | 490,263 | $93.6M |
| Arax Advisory Partners | 2.71% | New | 487,674 | $93.1M |
| Summit Financial, LLC | 1.35% | Add +2.1% | 481,837 | $92.0M |
| Trust Co of Tennessee | 18.26% | Reduce -0.4% | 481,251 | $91.9M |
| Savant Capital, LLC | 0.51% | Add +12.9% | 471,585 | $90.1M |
| &partners | 0.47% | Add +9.6% | 466,133 | $89.1M |
| Mercer Global Advisors Inc. | 0.13% | Reduce -0.9% | 462,799 | $88.4M |
| Relyea Zuckerberg Hanson LLC | 8.89% | Add +1.0% | 460,805 | $88.0M |
| Clark Asset Management, LLC | 9.08% | Add +7.5% | 457,865 | $87.4M |
| Vanguard Group Inc. | 0.00% | Add +9.6% | 454,983 | $86.9M |
| Pasadena Private Wealth, LLC | 11.71% | Add +3.1% | 446,866 | $85.3M |
| Thrivent Financial for Lutherans | 0.15% | Add +397.2% | 439,554 | $84.0M |
| Farther Finance Advisors, LLC | 0.90% | Add +52.3% | 438,263 | $83.7M |
| Parkway Wealth Management Group, LLC | 11.16% | — | 435,414 | $83.2M |
| Allworth Financial LP | 0.33% | Add +8.7% | 420,198 | $80.3M |
| Stephens Inc. | 0.99% | Add +3.9% | 418,398 | $79.9M |
| Steward Partners Investment Advisory, LLC | 0.44% | Add +2.2% | 416,342 | $79.5M |
| Natixis Advisors, LLC | 0.11% | Reduce -20.9% | 415,941 | $79.4M |
| Bank of Montreal | 0.03% | Add +2.8% | 415,869 | $79.4M |
| Rodgers & Associates, LTD | 7.87% | Reduce -0.5% | 407,105 | $77.8M |
| Unison Advisors LLC | 6.76% | Add +1.2% | 405,305 | $77.4M |
| Kestra Private Wealth Services, LLC | 0.96% | Add +3.5% | 402,563 | $76.9M |
| Atria Investments, Inc | 0.84% | Reduce -3.0% | 387,599 | $74.0M |
| UMB Bank, n.a. | 0.98% | Add +384.9% | 386,078 | $73.7M |
| Presilium Private Wealth, LLC | 13.24% | Add +1.9% | 379,593 | $72.5M |
| Buffalo Business & Estate Services Ltd. | 10.33% | — | 376,347 | $71.9M |
| CSM Advisors, LLC | 1.91% | No change | 366,983 | $70.1M |
| 49 Wealth Management, LLC | 5.69% | Add +16.4% | 366,370 | $70.0M |
| Evoke Wealth, LLC | 1.33% | Reduce -2.2% | 361,980 | $69.1M |
| Midland Wealth Advisors, LLC | 3.56% | Reduce -6.3% | 358,385 | $68.4M |
| Japan Science & Technology Agency | 1.25% | No change | 357,328 | $68.2M |
| Condor Capital Management | 5.50% | Reduce -0.3% | 356,046 | $68.0M |
| Signaturefd, LLC | 1.04% | Reduce -2.0% | 354,990 | $67.8M |
| Sage Financial Group Inc. | 4.46% | Reduce -1.7% | 353,213 | $67.5M |
| Koshinski Asset Management, Inc. | 4.34% | Add +4.7% | 352,900 | $67.4M |
| Advisors Capital Management, LLC | 0.80% | Add +5.4% | 351,413 | $67.1M |
| EverSource Wealth Advisors, LLC | 2.47% | Add +6.7% | 351,076 | $67.1M |
| Gleason Group, Inc. | 6.57% | Add +1.1% | 350,666 | $67.0M |
| Janney Montgomery Scott LLC | 0.15% | Add +1.0% | 348,284 | $66.5M |
| Exencial Wealth Advisors, LLC | 2.11% | Reduce -2.0% | 348,192 | $66.5M |
| Trustmark Bank Trust Department | 4.14% | Add +3.6% | 343,484 | $65.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.17% | Reduce -1.2% | 342,402 | $65.4M |
| BNP Paribas Financial Markets | 0.04% | Reduce -61.3% | 338,587 | $64.7M |
| Grey Fox Wealth Advisors, LLC | 13.19% | Add +3.6% | 337,318 | $64.4M |
| Equitable Trust Co. | 2.83% | Reduce -1.8% | 331,443 | $63.3M |
| Concurrent Investment Advisors, LLC | 0.72% | Add +10.7% | 330,447 | $63.1M |
| OLIO Financial Planning | 17.46% | Add +2.8% | 325,982 | $62.3M |
| Trust Co | 5.70% | Add +0.6% | 318,316 | $60.8M |
| Signature Estate & Investment Advisors LLC | 1.20% | Reduce -0.4% | 311,253 | $59.4M |
| Warwick Investment Management, Inc. | 9.08% | Add +17.1% | 308,508 | $58.9M |
| M&T Bank Corp | 0.19% | Reduce -1.5% | 308,142 | $58.9M |
| Blue Edge Capital, LLC | 7.80% | Add +2.0% | 305,343 | $58.3M |
| Partners in Financial Planning | 9.86% | Add +1.1% | 304,877 | $58.2M |
| Affinity Capital Advisors, LLC | 8.02% | Add +5.8% | 303,256 | $57.9M |
| Foster Victor Wealth Advisors, LLC | 3.37% | Reduce -0.7% | 291,662 | $57.9M |
| Hirtle & Co., LLC | 2.23% | Reduce -1.6% | 302,816 | $57.8M |
| Waverly Advisors, LLC | 0.47% | Add +21.0% | 301,211 | $57.5M |
| Susquehanna International Group, LLP | 0.08% | Add +414.8% | 298,860 | $57.1M |
| DAVENPORT & Co LLC | 0.30% | Add +6.6% | 294,306 | $56.2M |
| McIlrath & Eck, LLC | 5.22% | Add +8.8% | 294,179 | $56.2M |
| Wealthspire Advisors, LLC | 0.44% | Reduce -50.2% | 288,995 | $55.2M |
| Baltimore-Washington Financial Advisors, Inc. | 2.27% | Add +3.9% | 283,710 | $54.2M |
| Bishop & Co Investment Management, LLC | 17.87% | Add +1.2% | 282,438 | $53.9M |
| Savvy Advisors, Inc. | 1.74% | Add +53.0% | 282,432 | $53.9M |
| MAI Capital Management | 0.31% | Add +10.3% | 280,648 | $53.6M |
| Oarsman Capital, Inc. | 6.86% | Add +6.4% | 276,495 | $52.8M |
| Manufacturers Life Insurance Company, The | 0.04% | Reduce -26.4% | 276,181 | $52.7M |
| Crane Advisory, LLC | 7.87% | Add +1.3% | 264,300 | $52.0M |
| Oxford Financial Group, LTD. LLC | 2.81% | Reduce -1.7% | 267,311 | $51.1M |
| Baron Silver Stevens Financial Advisors, LLC | 7.33% | Reduce -1.7% | 265,857 | $50.8M |
| MCF Advisors LLC | 2.80% | Add +2.8% | 264,969 | $50.6M |
| Fifth Third Bancorp | 0.16% | Reduce -5.5% | 264,030 | $50.4M |
| Chaney Capital Management, Inc. | 17.38% | Add +1.2% | 263,681 | $50.4M |
| Old Mission Investment Co LLC | 11.77% | Add +2.9% | 257,242 | $49.1M |
| Cresset Asset Management, LLC | 0.21% | Add +1.6% | 255,584 | $48.8M |
| Angeles Wealth Management, LLC | 2.68% | Reduce -4.6% | 254,131 | $48.5M |
| NewEdge Wealth, LLC | 0.55% | Reduce -0.7% | 252,746 | $48.3M |
| Lake Street Private Wealth, LLC | 5.92% | Add +4.4% | 252,119 | $48.2M |
| Mgo One Seven LLC | 0.98% | Add +1.8% | 251,376 | $48.0M |
| Franklin Resources Inc. | 0.01% | Add +1.8% | 250,436 | $47.8M |
| Cahill Financial Advisors Inc. | 5.16% | Add +6.4% | 247,174 | $47.2M |
| Truefg, LLC | 12.58% | Add +0.4% | 245,399 | $46.9M |
| Creative Financial Designs Inc. | 2.94% | Add +4.8% | 243,929 | $46.6M |
| TL Private Wealth | 17.82% | Add +1.0% | 235,176 | $46.3M |
| Noble Family Wealth, LLC | 9.68% | Add +4.6% | 240,499 | $45.9M |
| Integrity Alliance, Llc. | 1.68% | Add +14.5% | 240,263 | $45.9M |
| Financial Engines Advisors L.L.C. | 0.09% | Reduce -26.0% | 237,644 | $45.4M |
| Wealth Analytics Partners, LLC | 17.71% | — | 236,456 | $45.2M |
| Strategic Investment Advisors / MI | 3.88% | Reduce -0.2% | 235,133 | $44.9M |
| Federation des caisses Desjardins du Quebec | 0.17% | Add +1.9% | 231,566 | $44.2M |
| Focus Financial Network, Inc. | 1.54% | Add +267.4% | 231,133 | $44.1M |
| Hennion & Walsh Asset Management, Inc. | 1.51% | Add +5.1% | 229,528 | $43.8M |
| Greenup Street Wealth Management LLC | 6.20% | Add +17.6% | 224,784 | $42.9M |
| Legacies Wealth LLC | 24.10% | Add +8.6% | 223,310 | $42.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2.54% | Add +3.0% | 222,186 | $42.4M |
| Comerica Bank | 0.17% | Add +0.7% | 220,254 | $42.1M |
| HUB Investment Partners, LLC | 1.14% | Add +1.7% | 219,290 | $41.9M |
| Golden Road Advisors LLC | 23.81% | Add +3.9% | 218,949 | $41.8M |
| Financial Advisory Corp | 6.06% | Reduce -3.4% | 218,180 | $41.7M |
| Mainsail Asset Management, LLC | 17.59% | Add +4.0% | 214,953 | $41.1M |
| Global Retirement Partners, LLC | 0.72% | Add +68.7% | 212,730 | $40.6M |
| Strategic Blueprint, LLC | 2.35% | Reduce -40.4% | 207,983 | $39.7M |
| Apella Capital, LLC | 0.77% | Add +0.2% | 204,929 | $39.1M |
| Berman McAleer LLC | 5.34% | Add +1.5% | 204,439 | $39.0M |
| Wealth Alliance Advisory Group, LLC | 6.65% | Add +2.5% | 203,364 | $38.8M |
| FLC Capital Advisors | 7.15% | Add +11.9% | 202,894 | $38.8M |
| Avior Wealth Management, LLC | 1.20% | Reduce -0.7% | 202,237 | $38.6M |
| Advisory Services Network, LLC | 0.55% | Add +2.8% | 202,049 | $38.6M |
| Mitchell McLeod Pugh & Williams Inc. | 5.48% | Add +15.0% | 185,957 | $38.4M |
| Jacobsen Capital Management | 12.51% | Add +7.2% | 200,547 | $38.3M |
| Kingswood Wealth Advisors, LLC | 1.83% | Add +130.9% | 198,219 | $37.9M |
| TD Private Client Wealth LLC | 0.80% | Add +1.4% | 196,244 | $37.5M |
| Penserra Capital Management LLC | 0.44% | Reduce -21.1% | 195,597 | $37.4M |
| Sigma Investment Counselors Inc. | 1.87% | Add +1.1% | 192,923 | $36.8M |
| Financial Advisors Network, Inc. | 4.98% | Add +0.3% | 190,205 | $36.3M |
| Northern Trust Corp. | 0.00% | Add +4.4% | 189,548 | $36.2M |
| Glenmede Trust Co. NA | 0.17% | — | 188,387 | $36.0M |
| Evergreen Capital Management LLC | 0.80% | Add +3.6% | 188,069 | $35.9M |
| AQR Capital Management | 0.02% | Add +115.3% | 185,027 | $35.3M |
| AAF Wealth Management, LLC | 14.85% | Add +3.0% | 184,455 | $35.2M |
| Brown Advisory Inc. | 0.05% | Reduce -0.3% | 183,328 | $35.0M |
| Dakota Wealth Management | 0.62% | Add +103.2% | 183,226 | $35.0M |
| Trustees of Dartmouth College | 8.85% | No change | 182,250 | $34.8M |
| First American Trust, FSB | 2.39% | Reduce -0.1% | 182,020 | $34.8M |
| Sepio Capital, LP | 1.90% | Reduce -8.5% | 181,516 | $34.7M |
| Nwam LLC | 1.93% | Reduce -1.9% | 178,489 | $34.6M |
| Goldstone Financial Group, LLC | 3.85% | Add +4.8% | 180,685 | $34.5M |
| Regatta Capital Group, LLC | 5.17% | Add +2.7% | 179,102 | $34.2M |
| MA Private Wealth | 5.68% | Add +4.0% | 178,299 | $34.1M |
| Mosaic Family Wealth Partners, LLC | 3.73% | Reduce -2.3% | 177,905 | $34.0M |
| Cambridge Capital Management, LLC | 15.11% | Add +2.2% | 176,221 | $33.7M |
| Cornerstone Wealth Advisors, Inc. | 7.81% | Add +1.6% | 175,743 | $33.6M |
| Marino, Stram & Associates LLC | 6.06% | Add +1.4% | 175,653 | $33.5M |
| Hiley Hunt Wealth Management | 14.92% | Add +1.3% | 174,632 | $33.4M |
| Sageworth Trust Co | 1.43% | Reduce -3.4% | 174,303 | $33.3M |
| Hilltop Partners LLC | 8.39% | Add +2.6% | 170,508 | $32.6M |
| Acorn Creek Capital LLC | 11.67% | Add +3.0% | 170,047 | $32.5M |
| Modern Wealth Management, LLC | 0.59% | Add +0.7% | 169,455 | $32.4M |
| Bare Financial Services, Inc | 8.98% | Add +5.5% | 168,965 | $32.3M |
| Warner Financial, Inc. | 11.16% | Add +2.7% | 168,363 | $32.2M |
| Arbor Wealth Advisors LLC | 22.90% | Add +0.8% | 168,290 | $32.1M |
| Fee-Only Financial Planning, L.C. | 18.55% | Reduce -1.6% | 166,630 | $31.8M |
| Kaydan Wealth Management, Inc. | 9.19% | Reduce -1.2% | 166,336 | $31.8M |
| Arkadios Wealth Advisors | 0.62% | Add +137.8% | 162,346 | $31.0M |
| Towerpoint Wealth, LLC | 12.18% | Add +2.7% | 161,112 | $30.8M |
| Freedom Investment Management, Inc. | 8.85% | Reduce -5.3% | 159,320 | $30.4M |
| Bragg Financial Advisors, Inc | 0.98% | Add +3.2% | 157,892 | $30.2M |
| FWG Holdings, LLC | 11.37% | Reduce -1.6% | 149,940 | $30.0M |
| Wealthspire Retirement, LLC | 1.82% | Reduce -0.8% | 156,581 | $29.9M |
| Studio Investment Management LLC | 5.46% | Reduce -0.8% | 156,558 | $29.9M |
| Mesirow Financial Investment Management, Inc. | 0.61% | Reduce -25.3% | 156,185 | $29.8M |
| Segall Bryant & Hamill, LLC | 0.40% | Reduce -5.3% | 155,702 | $29.7M |
| United Financial Planning Group LLC | 17.98% | Add +316571.4% | 155,169 | $29.6M |
| Allen Wealth Management, LLC | 17.58% | Reduce -3.3% | 152,940 | $29.2M |
| Waterford Advisors, LLC | 11.38% | Add +2.4% | 152,498 | $29.1M |
| Stratos Wealth Partners, LTD. | 0.33% | Add +6.5% | 152,005 | $29.0M |
| Principal Securities, Inc. | 0.44% | Add +5.8% | 150,849 | $28.8M |
| Rise Advisors, LLC | 10.27% | Reduce -31.7% | 150,747 | $28.8M |
| Wealth Architects, LLC | 2.58% | Reduce -1.7% | 149,683 | $28.6M |
| Earned Wealth Advisors, LLC | 2.01% | New | 148,517 | $28.4M |
| Frisch Financial Group, Inc. | 6.29% | Add +3.0% | 146,924 | $28.1M |
| Capital Wealth Management, LLC | 9.05% | Add +3.6% | 146,777 | $28.0M |
| Rochester Wealth Strategies, LLC | 17.39% | Add +2.5% | 144,993 | $27.7M |
| Courier Capital LLC | 1.55% | Add +0.7% | 144,791 | $27.7M |
| Valley National Advisers Inc. | 3.82% | Add +24.7% | 144,374 | $27.6M |
| Lebenthal Global Advisors, LLC | 4.25% | Add +2.4% | 144,038 | $27.5M |
| Parallel Advisors, LLC | 0.50% | Reduce -0.3% | 143,189 | $27.3M |
| Smith & Howard Wealth Management, LLC | 6.24% | Reduce -0.2% | 142,848 | $27.3M |
| Market Street Wealth Management Advisors LLC | 4.21% | Add +1.4% | 141,892 | $27.1M |
| Financial Management Professionals, Inc. | 2.77% | Add +0.4% | 140,571 | $26.8M |
| First PREMIER Bank | 6.10% | Add +1.0% | 139,344 | $26.6M |
| Quest Investment Management LLC | 2.86% | Add +4.2% | 138,777 | $26.5M |
| Antonelli Financial Advisors, LLC | 17.39% | Add +14.3% | 138,441 | $26.4M |
| TD Capital Management LLC | 2.33% | Reduce -0.3% | 137,735 | $26.3M |
| Lodestar Private Asset Management LLC | 2.63% | Add +101.5% | 137,050 | $26.2M |
| 25 LLC | 8.27% | Add +4.6% | 136,400 | $26.1M |
| Fifth Third Securities, Inc. | 1.69% | Add +3.1% | 135,632 | $25.9M |
| Park Avenue Securities LLC | 0.22% | Reduce -2.9% | 135,077 | $25.8M |
| Black Diamond Financial, LLC | 2.71% | Add +4.0% | 134,771 | $25.7M |
| Arcadia Wealth Management, LLC | 9.56% | Add +10.2% | 134,561 | $25.7M |
| Veery Capital, LLC | 7.88% | Add +1.6% | 134,419 | $25.7M |
| Parker Financial LLC | 10.39% | Add +0.2% | 134,090 | $25.6M |
| Certified Advisory Corp | 2.32% | Add +0.5% | 133,139 | $25.4M |
| Wealthspan Partners, LLC | 9.19% | Add +0.8% | 132,245 | $25.3M |
| Impact Partnership Wealth, LLC | 3.22% | Reduce -9.5% | 131,556 | $25.1M |
| Evolution Advisers, Inc. | 10.87% | Add +2.8% | 131,486 | $25.1M |
| White Lighthouse Investment Management Inc. | 3.50% | Add +4.4% | 131,334 | $25.1M |
| Prospera Financial Services Inc | 0.41% | Reduce -4.0% | 130,554 | $24.9M |
| Quantinno Capital Management LP | 0.05% | Add +34.7% | 130,382 | $24.9M |
| Great Valley Advisor Group, Inc. | 0.48% | Reduce -2.0% | 130,047 | $24.8M |
| Valley Wealth Managers, Inc. | 1.59% | Add +5.6% | 129,802 | $24.8M |
| Meridian Wealth Management, LLC | 0.87% | Add +2.6% | 129,464 | $24.7M |
| REAP Financial Group, LLC | 5.01% | Add +10.9% | 129,239 | $24.7M |
| Robertson Stephens Wealth Management, LLC | 0.69% | Add +0.3% | 128,907 | $24.6M |
| Beacon Financial Group | 2.45% | Add +46.2% | 128,741 | $24.6M |
| SOL Capital Management CO | 2.20% | Reduce -1.9% | 128,036 | $24.5M |
| Clayton Financial Group LLC | 12.47% | Add +10.1% | 128,026 | $24.5M |
| Compound Planning, Inc. | 0.72% | Reduce -5.5% | 127,779 | $24.4M |
| Shore Point Advisors, LLC | 10.23% | Add +82.6% | 226,259 | $24.2M |
| Elm Partners Management LLC | 1.09% | Add +9.6% | 125,961 | $24.1M |
| Mutual Advisors, LLC | 0.52% | Add +1.2% | 125,729 | $24.0M |
| Fiduciary Financial Group, LLC | 3.37% | Add +2.2% | 124,741 | $23.8M |
| Chicago Partners Investment Group LLC | 0.58% | Reduce -1.1% | 119,698 | $23.7M |
| Wealthcare Advisory Partners LLC | 0.46% | Reduce -1.2% | 121,482 | $23.2M |
| Staley Capital Advisers Inc. | 0.94% | Add +0.8% | 119,354 | $22.8M |
| Sapient Capital LLC | 0.32% | Add +12.4% | 117,538 | $22.6M |
| Droms Strauss Advisors Inc. /Mo/ | 5.92% | Reduce -0.4% | 117,874 | $22.5M |
| Boyd Wealth Management, LLC | 9.54% | Reduce -1.1% | 117,790 | $22.5M |
| Advantage Trust Co | 10.11% | Add +16.0% | 117,505 | $22.4M |
| Compton Wealth Advisory Group, LLC | 4.90% | Reduce -0.5% | 117,467 | $22.4M |
| B. Riley Wealth Advisors, Inc. | 1.06% | Reduce -1.4% | 117,038 | $22.4M |
| Oak Root LLC | 2.70% | Reduce -2.7% | 116,982 | $22.3M |
| Venture Visionary Partners LLC | 0.73% | Reduce -1.0% | 115,872 | $22.2M |
| Stephens Consulting, LLC | 7.13% | Add +0.0% | 115,522 | $22.1M |
| LaSalle St. Investment Advisors, LLC | 3.55% | Add +24.7% | 115,377 | $22.0M |
| E&R Wealth Management, LLC | 22.97% | — | 115,235 | $22.0M |
| Bokf, NA | 0.34% | Reduce -5.7% | 114,889 | $21.9M |
| Spire Wealth Management | 0.73% | Reduce -2.2% | 114,767 | $21.9M |
| Retirement Planning Group, LLC | 0.72% | Reduce -18.1% | 114,761 | $21.9M |
| First Horizon Corp. | 0.98% | Add +5.1% | 114,721 | $21.9M |
| Firestone Capital Management | 4.57% | Reduce -0.1% | 112,823 | $21.5M |
| Heartwood Wealth Advisors LLC | 1.97% | Reduce -0.3% | 112,199 | $21.4M |
| MTC Wealth Management LLC | 10.05% | Reduce -1.5% | 112,138 | $21.4M |
| Sovereign Financial Group, Inc. | 3.81% | Reduce -0.1% | 111,969 | $21.4M |
| Seven Mile Advisory | 3.71% | Add +3.1% | 111,154 | $21.2M |
| Compass Planning Associates Inc | 14.70% | Reduce -11.1% | 111,132 | $21.2M |
| Nabity-Jensen Investment Management Inc | 14.34% | Add +1.3% | 110,891 | $21.2M |
| Schwallier Wealth Management LLC | 13.48% | Reduce -5.3% | 105,642 | $21.1M |
| Capital Investment Advisory Services, LLC | 1.48% | Add +3.6% | 109,879 | $21.0M |
| Werba Rubin Papier Wealth Management | 5.68% | Add +2.9% | 109,844 | $21.0M |
| Matrix Private Capital Group LLC | 10.52% | Add +4.3% | 108,606 | $20.7M |
| Campbell Deegan Wealth Management, LLC | 16.67% | Add +3.0% | 108,134 | $20.7M |
| Aspen Wealth Strategies, LLC | 11.22% | Add +5.7% | 107,349 | $20.5M |
| Elite Financial, Inc. | 9.26% | Add +0.7% | 106,615 | $20.4M |
| Visionary Wealth Advisors | 0.92% | Add +7.5% | 106,476 | $20.3M |
| R. W. Roge & Company, Inc. | 9.95% | Reduce -0.5% | 105,500 | $20.1M |
| VestGen Advisors, LLC | 0.85% | Reduce -65.0% | 105,029 | $20.1M |
| RFG Advisory, LLC | 0.38% | Add +1.2% | 105,000 | $20.1M |
| STAR Financial Bank | 10.20% | Add +34.3% | 104,564 | $20.0M |
| Mayfair Advisory Group, LLC | 7.72% | Add +32.7% | 103,156 | $19.9M |
| Tenret Co LLC | 10.06% | Reduce -0.3% | 103,979 | $19.9M |
| AE Wealth Management LLC | 0.11% | Add +5.9% | 103,606 | $19.8M |
| Janus Henderson Group PLC | 0.01% | Reduce -1.3% | 103,562 | $19.8M |
| Hartmann Taylor Wealth Management, LLC | 13.34% | Add +3.9% | 103,455 | $19.8M |
| Sightline Wealth Advisors, LLC | 8.42% | Reduce -1.3% | 103,396 | $19.7M |
| Steele Capital Management, Inc. | 0.85% | Add +10.2% | 103,185 | $19.7M |
| SWP Financial LLC | 9.83% | Add +25.4% | 102,549 | $19.6M |
| Bell Investment Advisors, Inc | 3.09% | Add +1.0% | 102,294 | $19.5M |
| Prism Advisors, Inc. | 5.17% | Reduce -10.2% | 101,637 | $19.4M |
| Focus Partners Advisor Solutions, LLC | 0.24% | Reduce -10.6% | 101,548 | $19.4M |
| Bridgewealth Advisory Group, LLC | 4.26% | Add +22.0% | 101,053 | $19.3M |
| DeLarme Wealth Management, Inc. | 13.69% | — | 100,969 | $19.3M |
| Topel & Distasi Wealth Management, LLC | 9.39% | Add +2.0% | 100,648 | $19.2M |
| Aspiriant, LLC | 0.55% | Reduce -1.7% | 100,607 | $19.2M |
| BlueStem Wealth Partners, LLC | 2.11% | Add +2.5% | 99,977 | $19.1M |
| Aspire Private Capital, LLC | 4.24% | Reduce -5.3% | 99,855 | $19.1M |
| Legacy Edge Advisors, LLC | 2.09% | Add +0.4% | 99,732 | $19.0M |
| Perkins Coie Trust Co | 3.54% | Add +1.3% | 99,435 | $19.0M |
| J.W. Cole Advisors, Inc. | 0.46% | Add +0.3% | 216,965 | $18.9M |
| Midwest Financial Partners Investments, Inc. | 10.49% | — | 98,887 | $18.9M |
| Cherry Tree Wealth Management, LLC | 3.99% | Reduce -0.2% | 98,869 | $18.9M |
| NBT Bank, N.A. | 1.21% | Add +51.5% | 2,143 | $18.7M |
| Cresta Advisors, Ltd. | 7.84% | Add +2.4% | 97,956 | $18.7M |
| Kingsview Wealth Management, LLC | 0.27% | Add +24.4% | 96,437 | $18.4M |
| Weaver Capital Management LLC | 3.85% | Add +36.5% | 95,347 | $18.2M |
| Stone Summit Wealth LLC | 4.93% | Reduce -0.5% | 95,135 | $18.2M |
| Falcon Wealth Planning | 1.53% | Reduce -1.1% | 94,940 | $18.1M |
| One Charles Private Wealth Services, LLC | 4.66% | Add +3.6% | 94,480 | $18.0M |
| Rinkey Investments | 4.54% | Add +3.6% | 93,497 | $17.9M |
| Beacon Financial Strategies CORP | 9.97% | Reduce -0.1% | 93,449 | $17.8M |
| Robinswood Financial LLC | 5.67% | Add +2.9% | 92,800 | $17.7M |
| Pure Financial Advisors, LLC | 0.26% | Reduce -0.0% | 92,503 | $17.7M |
| Souders Financial Advisors | 2.01% | Add +4.2% | 91,860 | $17.5M |
| Blueline Advisors LLC | 14.25% | — | 91,449 | $17.5M |
| Whitegate Investment Counselors, Inc. | 5.43% | Add +10.2% | 90,975 | $17.4M |
| Well Done, LLC | 2.60% | Add +218.7% | 90,966 | $17.4M |
| Global Strategic Investment Solutions, LLC | 1.69% | Add +0.1% | 90,629 | $17.3M |
| Brown Wealth Management, LLC | 4.55% | Reduce -51.8% | 90,610 | $17.3M |
| First United Bank & Trust | 5.50% | Add +1.8% | 90,257 | $17.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.33% | Reduce -4.8% | 90,154 | $17.2M |
| Harbour Investments, Inc. | 0.35% | Add +7.1% | 90,095 | $17.2M |
| CX Institutional | 0.51% | Add +6.9% | 89,672 | $17.1M |
| Affiance Financial, LLC | 2.74% | Add +12.5% | 89,155 | $17.0M |
| Associated Banc-Corp | 0.43% | Reduce -0.9% | 88,951 | $17.0M |
| Strategic Investment Solutions, Inc. | 4.09% | Add +60.3% | 88,514 | $17.0M |
| First National Bank of Omaha | 0.50% | Add +6.1% | 88,781 | $17.0M |
| Tortoise Investment Management, LLC | 1.48% | Add +4.4% | 88,221 | $16.8M |
| Greenbush Financial Group, LLC | 5.63% | Add +12.0% | 86,671 | $16.6M |
| QRG Capital Management, Inc. | 0.18% | Add +2.3% | 86,485 | $16.5M |
| Ellis Investment Partners, LLC | 2.88% | Add +4.3% | 86,453 | $16.5M |
| Novem Group | 1.91% | Add +0.9% | 86,196 | $16.5M |
| Ashton Thomas Private Wealth, LLC | 0.40% | Add +3.7% | 85,989 | $16.4M |
| Watershed Private Wealth LLC | 4.92% | Add +32.6% | 85,885 | $16.4M |
| Bay Harbor Wealth Management, LLC | 4.28% | Reduce -0.1% | 85,748 | $16.4M |
| Bruce G. Allen Investments, LLC | 11.02% | Add +11.0% | 85,291 | $16.3M |
| Essex Financial Services, Inc. | 0.92% | Add +1.9% | 84,849 | $16.2M |
| Gill Capital Partners, LLC | 4.90% | Add +3.3% | 84,593 | $16.2M |
| PCA Investment Advisory Services Inc. | 5.65% | Add +3.3% | 84,570 | $16.2M |
| CoreCap Advisors, LLC | 0.56% | Add +1.7% | 84,490 | $16.1M |
| Berger Financial Group, Inc | 0.93% | Add +3.4% | 84,021 | $16.0M |
| Plum Street Advisors, LLC | 5.69% | Add +3.6% | 83,633 | $16.0M |
| Capital Analysts, LLC | 0.44% | Add +18.1% | 83,371 | $15.9M |
| Gemmer Asset Management LLC | 1.22% | Reduce -9.3% | 83,144 | $15.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Add +0.6% | 83,000 | $15.9M |
| IHT Wealth Management, LLC | 0.38% | Add +9.7% | 82,797 | $15.8M |
| World Investment Advisors | 0.26% | Add +220.4% | 82,359 | $15.7M |
| Lutz Financial Services LLC | 1.06% | Reduce -0.8% | 81,790 | $15.6M |
| Prosperity Advisers, LLC | 12.85% | — | 81,481 | $15.6M |
| Matauro, LLC | 2.34% | Add +4.6% | 81,449 | $15.6M |
| Composition Wealth, LLC | 0.22% | Reduce -1.2% | 81,446 | $15.6M |
| Cambridge Associates LLC /Ma/ | 0.25% | No change | 81,110 | $15.5M |
| Kathmere Capital Management, LLC | 1.04% | Add +1.8% | 81,057 | $15.5M |
| Moody National Bank Trust Division | 1.49% | Add +6.2% | 81,014 | $15.5M |
| Valmark Advisers, Inc. | 0.19% | Add +6.3% | 80,874 | $15.4M |
| Wealthfront Advisers LLC | 0.03% | Add +9.3% | 80,847 | $15.4M |
| Ieq Capital, LLC | 0.05% | Add +0.3% | 80,758 | $15.4M |
| Ameritas Advisory Services, LLC | 0.58% | Reduce -28.6% | 80,551 | $15.4M |
| Integrated Wealth Concepts LLC | 0.18% | Reduce -45.8% | 80,490 | $15.4M |
| TKG Advisors, LLC | 6.17% | Add +0.8% | 80,051 | $15.3M |
| CGN Advisors LLC | 1.21% | Add +3.7% | 79,874 | $15.3M |
| Financial Advisory Partners, LLC | 4.29% | Add +1.8% | 79,678 | $15.2M |
| AJ Advisors, LLC | 5.58% | Add +4.9% | 79,125 | $15.1M |
| Inlight Wealth Management, LLC | 5.53% | Add +28.6% | 79,037 | $15.1M |
| Wetzel Investment Advisors, Inc. | 6.13% | Add +3.7% | 78,921 | $15.1M |
| IFG Advisory, LLC | 0.65% | Add +2.5% | 78,637 | $15.0M |
| Outlook Wealth Advisors, LLC | 3.39% | Add +1.1% | 78,501 | $15.0M |
| Members Advisory Group LLC | 5.56% | Reduce -27.5% | 77,184 | $14.7M |
| Beacon Bridge Wealth Partners, LLC | 4.89% | Add +10.1% | 77,041 | $14.7M |
| Main Line Retirement Advisors, LLC | 7.43% | Add +37.9% | 76,894 | $14.7M |
| Breakwater Capital Group | 2.04% | Add +0.9% | 76,516 | $14.6M |
| Diversified Portfolios, Inc. | 1.21% | Reduce -1.6% | 76,282 | $14.6M |
| Brooklyn Investment Group | 0.67% | Add +1964.6% | 75,297 | $14.5M |
| Hopwood Nicholas Hunter | 4.70% | — | 75,703 | $14.5M |
| E&G Advisors, LLC | 3.22% | Add +1.2% | 75,496 | $14.4M |
| Commerce Bank | 0.08% | Add +15.6% | 75,424 | $14.4M |
| Emerald Advisors, LLC | 1.96% | Reduce -7.3% | 75,321 | $14.4M |
| Latigo Investments, LLC | 7.04% | No change | 74,917 | $14.3M |
| New York Life Investment Management LLC | 0.12% | Add +51.1% | 74,859 | $14.3M |
| Founders Financial Securities LLC | 0.84% | Add +122.1% | 74,600 | $14.2M |
| Perigon Wealth Management, LLC | 0.26% | Add +2.3% | 74,550 | $14.2M |
| Sowell Financial Services LLC | 0.52% | Add +1.4% | 73,666 | $14.1M |
| Pearl Planning LLC | 8.55% | — | 73,188 | $14.0M |
| Payne Capital Management, LLC | 4.41% | Add +1.3% | 73,149 | $14.0M |
| DiPaolo Financial Group, Inc. | 14.85% | — | 73,061 | $14.0M |
| Wellspring Financial Advisors, LLC | 1.10% | Add +0.4% | 906,888 | $13.9M |
| OpenArc Corporate Advisory, LLC | 0.23% | — | 72,389 | $13.8M |
| Nomura Asset Management Co. Ltd. | 0.04% | New | 72,300 | $13.8M |
| Performance Wealth Partners, LLC | 0.37% | Add +40.8% | 71,788 | $13.7M |
| Krilogy Financial LLC | 0.46% | Reduce -1.4% | 68,894 | $13.7M |
| Clark Financial Services Group Inc. | 7.26% | Reduce -4.9% | 70,111 | $13.6M |
| CJM Wealth Advisers, Ltd. | 4.08% | Reduce -13.2% | 71,425 | $13.6M |
| HTG Investment Advisors, Inc. | 4.16% | Add +6.1% | 70,959 | $13.6M |
| Benjamin Edwards Inc. | 0.15% | Add +6.9% | 70,676 | $13.5M |
| Cooksen Wealth, LLC | 9.85% | Add +0.2% | 70,477 | $13.5M |
| Thayer Financial, L.L.C. | 14.22% | — | 70,463 | $13.5M |
| Crusonia Wealth Advisors LLC | 2.96% | — | 70,293 | $13.4M |
| Sigma Planning Corp | 0.37% | Add +2.6% | 70,078 | $13.4M |
| Sandbox Financial Partners, LLC | 3.70% | Add +8.1% | 70,047 | $13.4M |
| Smartleaf Asset Management LLC | 0.51% | Add +88.3% | 69,388 | $13.3M |
| OneDigital Investment Advisors LLC | 0.13% | Add +3.7% | 69,884 | $13.3M |
| Cercano Management LLC | 0.50% | No change | 69,120 | $13.2M |
| Prosperitas Financial LLC | 5.14% | Add +0.7% | 69,030 | $13.2M |
| Maryland Capital Advisors Inc. | 4.46% | Reduce -0.4% | 68,943 | $13.2M |
| IFP Advisors, Inc | 0.30% | Reduce -7.8% | 68,876 | $13.2M |
| First Heartland Consultants, Inc. | 0.99% | Add +2.7% | 68,639 | $13.1M |
| Erste Asset Management GmbH | 0.11% | Add +129.4% | 68,600 | $13.1M |
| Titleist Asset Management, LLC | 1.06% | Add +9.4% | 68,376 | $13.1M |
| Ausdal Financial Partners, Inc. | 0.61% | Add +4.4% | 68,344 | $13.1M |
| Madden Advisory Services, Inc. | 5.24% | Reduce -5.2% | 68,229 | $13.0M |
| Boston Partners | 0.01% | Add +9.0% | 67,980 | $13.0M |
| Hoge Financial Services, LLC | 6.84% | Add +4.9% | 66,474 | $12.7M |
| Wedbush Securities Inc. | 0.37% | Add +43.5% | 66,344 | $12.7M |
| Oppenheimer & Co. Inc. | 0.18% | Reduce -15.9% | 66,317 | $12.7M |
| Americana Partners, LLC | 0.35% | Reduce -4.3% | 66,167 | $12.6M |
| SouthState Bank Corp | 0.56% | Reduce -3.8% | 65,924 | $12.6M |
| Meramec Financial Planners, LLC | 4.90% | — | 60,932 | $12.6M |
| Trust Co of the South | 2.01% | Reduce -1.6% | 65,600 | $12.5M |
| Greenhouse Wealth Management, LLC | 7.41% | Reduce -2.2% | 65,586 | $12.5M |
| Leeward Financial Partners, LLC | 3.52% | Add +1.1% | 65,576 | $12.5M |
| Mayport, LLC | 2.52% | Reduce -2.9% | 65,482 | $12.5M |
| Integrity Wealth Solutions LLC | 4.94% | Add +11.1% | 65,343 | $12.5M |
| Collective Family Office LLC | 2.85% | Add +3.1% | 64,957 | $12.4M |
| Guardian Wealth Management, Inc. | 7.28% | New | 64,925 | $12.4M |
| Nicolet Advisory Services, LLC | 0.83% | Add +12.7% | 62,921 | $12.4M |
| Zhang Financial LLC | 0.46% | Reduce -0.7% | 64,782 | $12.4M |
| Refined Wealth Management | 8.33% | Reduce -0.3% | 64,777 | $12.4M |
| Flow Traders U.S. LLC | 0.41% | Add +508.9% | 64,522 | $12.3M |
| Cooper Capital Advisors LLC | 7.72% | Add +0.1% | 64,198 | $12.3M |
| Five Pine Wealth Management | 7.84% | Add +1.2% | 64,028 | $12.2M |
| Mokosak Advisory Group, LLC | 3.07% | Add +2.8% | 63,956 | $12.2M |
| Aire Advisors, LLC | 2.19% | Reduce -1.8% | 62,774 | $12.0M |
| 5th Street Advisors, LLC | 5.59% | Reduce -9.9% | 62,642 | $12.0M |
| Exchange Traded Concepts, LLC | 0.10% | Add +10.3% | 62,258 | $11.9M |
| Traveka Wealth, LLC | 4.83% | Add +1.3% | 62,123 | $11.9M |
| CENTRAL TRUST Co | 0.23% | Add +0.7% | 61,867 | $11.8M |
| Sterling Investment Advisors LLC | 5.68% | Add +1.8% | 61,465 | $11.7M |
| Safir Wealth Advisors, LLC | 8.19% | Reduce -0.6% | 61,181 | $11.7M |
| WealthShield Partners, LLC | 1.29% | Reduce -3.6% | 61,162 | $11.7M |
| Kovack Advisors, Inc. | 0.55% | Add +55.8% | 60,969 | $11.6M |
| Roof Eidam Maycock Peralta, LLC | 2.63% | Add +213.4% | 60,890 | $11.6M |
| Midwest Trust Co | 0.14% | Add +34.5% | 60,762 | $11.6M |
| FF Advisors,LLC | 5.16% | Add +11.9% | 60,650 | $11.6M |
| Cordoba Advisory Partners LLC | 2.86% | — | 60,649 | $11.6M |
| Keystone Financial Group | 0.86% | Reduce -1.9% | 60,538 | $11.6M |
| Gallagher Fiduciary Advisors, LLC | 0.37% | Reduce -2.4% | 60,442 | $11.5M |
| Caprock Group, LLC | 0.24% | Reduce -2.8% | 60,368 | $11.5M |
| G&S Capital LLC | 4.07% | Reduce -0.8% | 60,247 | $11.5M |
| Hurley Capital, LLC | 6.44% | Add +1.0% | 60,210 | $11.5M |
| Ellevest, Inc. | 1.59% | Add +2.1% | 60,085 | $11.5M |
| Harbor Investment Advisory, LLC | 0.86% | Add +5.8% | 60,032 | $11.5M |
| Cornerstone Wealth Management, LLC | 0.59% | Add +6.1% | 59,870 | $11.4M |
| KFA Private Wealth Group, LLC | 2.78% | Add +38.8% | 59,820 | $11.4M |
| EdgeRock Capital LLC | 3.04% | Reduce -5.2% | 59,770 | $11.4M |
| CWS Financial Advisors, LLC | 3.10% | Add +1.1% | 59,763 | $11.4M |
| American Investment Services, Inc. | 2.64% | Add +1.1% | 59,640 | $11.4M |
| Red Wave Investments LLC | 3.38% | Reduce -0.1% | 59,577 | $11.4M |
| O'shaughnessy Asset Management, LLC | 0.06% | Add +19.9% | 59,082 | $11.3M |
| HB Wealth Management, LLC | 0.07% | Add +4.5% | 59,010 | $11.3M |
| Quotient Wealth Partners, LLC | 0.30% | Reduce -2.5% | 58,756 | $11.2M |
| BTC Capital Management, Inc. | 0.78% | Add +2.5% | 58,512 | $11.2M |
| Align Financial, LLC | 6.46% | — | 11,146,367 | $11.1M |
| BCS Wealth Management | 1.13% | Add +98.4% | 58,345 | $11.1M |
| Dynamic Wealth Strategies, LLC | 6.61% | Add +5.6% | 58,175 | $11.1M |
| Abacus Planning Group, Inc. | 1.47% | Reduce -0.0% | 57,848 | $11.0M |
| Cassilly Financial Group LLC | 9.77% | — | 57,841 | $11.0M |
| Keeler & Nadler Financial Planning & Wealth Management | 3.82% | Add +0.4% | 57,705 | $11.0M |
| Apollon Wealth Management, LLC | 0.19% | Reduce -1.4% | 57,652 | $11.0M |
| Axxcess Wealth Management, LLC | 0.20% | Add +13.0% | 57,558 | $11.0M |
| Snowden Capital Advisors LLC | 0.28% | Reduce -0.7% | 57,474 | $11.0M |
| Flagship Wealth Advisors, LLC | 3.18% | Add +7.6% | 57,175 | $10.9M |
| Northstar Group, Inc. | 1.53% | Add +7.5% | 56,940 | $10.9M |
| Alliance Wealth Advisors, LLC | 5.15% | Add +6.6% | 56,387 | $10.8M |
| HRT Financial LP | 0.03% | Reduce -5.9% | 55,951 | $10.7M |
| Riversedge Advisors, LLC | 1.73% | Add +1.6% | 55,862 | $10.7M |
| Grove Bank & Trust | 1.20% | Add +1.1% | 55,804 | $10.7M |
| Lanham O'Dell & Company, Inc. | 3.06% | Reduce -1.0% | 55,738 | $10.6M |
| LeClair Wealth Partners LLC | 6.15% | Add +30.9% | 55,521 | $10.6M |
| Cranbrook Wealth Management, LLC | 2.07% | Reduce -1.3% | 55,066 | $10.5M |
| VSM Wealth Advisory, LLC | 3.16% | Add +1.7% | 55,036 | $10.5M |
| Core Wealth Advisors, LLC | 8.19% | — | 54,426 | $10.4M |
| Carter Financial, LLC | 9.17% | — | 54,411 | $10.4M |
| Family Manage LLC | 1.31% | Add +5.5% | 54,264 | $10.4M |
| First National Bank Sioux Falls | 3.09% | Add +0.7% | 54,092 | $10.3M |
| Per Stirling Capital Management, LLC. | 1.16% | Add +1.5% | 54,017 | $10.3M |
| UNIVEST FINANCIAL Corp | 0.55% | Add +14.4% | 53,999 | $10.3M |
| Advisors Preferred, LLC | 1.68% | Reduce -2.7% | 53,400 | $10.3M |
| One Capital Management, LLC | 0.31% | Add +31.8% | 53,869 | $10.3M |
| Elevatus Welath Management | 2.81% | Reduce -54.7% | 53,835 | $10.3M |
| NorthLanding Financial Partners, LLC | 8.23% | Add +2.0% | 53,647 | $10.2M |
| Tempo Wealth, LLC | 1.82% | — | 53,534 | $10.2M |
| Nations Financial Group Inc, /Ia/ | 0.54% | Add +1.3% | 53,464 | $10.2M |
| Duncan Williams Asset Management, LLC | 2.53% | Add +5.6% | 50,079 | $10.2M |
| PFG Advisors | 0.49% | Reduce -40.0% | 53,037 | $10.1M |
| Horizon Bancorp Inc. | 4.93% | Reduce -3.1% | 53,024 | $10.1M |
| Atmos Advisory, LLC | 5.85% | Add +5.7% | 52,859 | $10.1M |
| Hohimer Wealth Management, LLC | 1.37% | Add +6.6% | 52,826 | $10.1M |
| Raab & Moskowitz Asset Management LLC | 2.21% | Reduce -0.5% | 52,808 | $10.1M |
| Weinberger Asset Management, Inc | 3.62% | Reduce -2.1% | 52,639 | $10.1M |
| Prestige Wealth Management Group LLC | 1.92% | Add +1.2% | 52,623 | $10.1M |
| Connecticut Wealth Management, LLC | 0.43% | Reduce -2.5% | 51,786 | $9.9M |
| Summit Trail Advisors, LLC | 0.17% | Reduce -5.3% | 51,684 | $9.9M |
| Wealth Management Strategies, Inc. | 4.54% | Add +7.3% | 51,627 | $9.9M |
| Prairieview Wealth Partners, LLC | 8.86% | Add +5.5% | 51,139 | $9.8M |
| Vise Technologies, Inc. | 0.19% | Add +86.5% | 51,114 | $9.8M |
| Cora Capital Advisors LLC | 3.78% | Add +1.4% | 50,758 | $9.7M |
| Magnolia Capital Advisors LLC | 2.03% | Add +63.7% | 50,549 | $9.7M |
| Cyndeo Wealth Partners, LLC | 0.52% | Reduce -1.1% | 50,468 | $9.6M |
| Forbes Financial Planning, Inc. | 5.62% | Add +44.6% | 50,365 | $9.6M |
| Eclectic Associates Inc. | 1.50% | Add +11.1% | 50,205 | $9.6M |
| Manchester Capital Management LLC | 1.30% | Reduce -0.7% | 50,035 | $9.6M |
| Register Financial Advisors LLC | 3.72% | Add +5.2% | 49,967 | $9.5M |
| Migdal Insurance & Financial Holdings Ltd. | 0.08% | Add +45.0% | 49,513 | $9.5M |
| Mackenzie Financial Corp. | 0.01% | Add +6.1% | 49,164 | $9.4M |
| BLB&B Advisors, LLC | 0.39% | Reduce -3.3% | 49,228 | $9.4M |
| JMG Financial Group, Ltd. | 0.26% | Add +1.9% | 49,185 | $9.4M |
| Perennial Investment Advisors, LLC | 0.74% | Add +0.5% | 49,150 | $9.4M |
| Legacy Wealth Partners, LLC | 2.41% | — | 48,754 | $9.3M |
| Pinnacle Associates Ltd. | 0.12% | Reduce -0.1% | 48,565 | $9.3M |
| Level Financial Advisors | 2.45% | Add +4.9% | 48,459 | $9.3M |
| Lansing Street Advisors | 2.37% | Add +1.0% | 48,312 | $9.2M |
| Sax Wealth Advisors, LLC | 0.43% | Add +67.7% | 48,257 | $9.2M |
| Clear Creek Financial Management, LLC | 0.75% | Reduce -3.1% | 48,071 | $9.2M |
| Coastal Bridge Advisors, LLC | 0.68% | Add +45.1% | 47,892 | $9.1M |
| Pinnacle Financial Partners, Inc. | 0.07% | — | 47,732 | $9.1M |
| Calydon Capital | 1.54% | New | 47,675 | $9.1M |
| Shrier Wealth Management, LLC | 3.62% | — | 47,557 | $9.1M |
| Ami Investment Management Inc. | 2.04% | Add +16.6% | 47,528 | $9.1M |
| Interchange Capital Partners, LLC | 1.68% | Add +0.2% | 47,403 | $9.1M |
| First County Bank | 4.75% | Add +7.9% | 47,113 | $9.0M |
| TPG Financial Advisors, LLC | 2.97% | Add +0.1% | 46,641 | $8.9M |
| Vivid Wealth Management, LLC | 3.44% | Add +0.7% | 46,335 | $8.8M |
| Gladstone Institutional Advisory LLC | 0.33% | Reduce -1.0% | 46,222 | $8.8M |
| St. Louis Trust Co | 1.01% | Reduce -0.9% | 46,169 | $8.8M |
| Elevated Capital Advisors, LLC | 2.04% | Reduce -0.8% | 45,895 | $8.8M |
| Olistico Wealth, LLC | 4.26% | Add +3.7% | 45,729 | $8.7M |
| Regent Peak Wealth Advisors LLC | 1.72% | Reduce -0.1% | 45,652 | $8.7M |
| Drucker Wealth 3.0, LLC | 1.52% | Reduce -3.1% | 45,353 | $8.7M |
| Planning Alternatives Ltd. | 1.09% | Reduce -3.9% | 45,331 | $8.7M |
| Accel Wealth Management | 2.35% | Add +7.1% | 44,949 | $8.6M |
| Cerro Pacific Wealth Advisors LLC | 2.31% | Reduce -3.2% | 44,778 | $8.6M |
| Pathfinder Wealth Consulting, Inc. | 5.39% | — | 44,664 | $8.5M |
| Spreng Capital Management, Inc. | 3.35% | Add +3.2% | 44,643 | $8.5M |
| Vestmark Advisory Solutions, Inc. | 0.11% | New | 44,260 | $8.5M |
| Pathstone Holdings, LLC | 0.03% | Add +0.2% | 44,169 | $8.4M |
| Valpey Financial Services, LLC | 5.36% | Add +0.1% | 43,924 | $8.4M |
| M Holdings Securities, Inc. | 0.60% | Add +55.1% | 43,820 | $8.4M |
| Blue Trust, Inc. | 0.09% | Reduce -2.1% | 43,774 | $8.4M |
| Dravo Bay LLC | 3.47% | Add +6.4% | 43,753 | $8.4M |
| Strategic Family Wealth Counselors, L.L.C. | 1.87% | Add +8.9% | 42,667 | $8.4M |
| Kilter Group LLC | 3.71% | Reduce -4.6% | 43,722 | $8.4M |
| Founders Grove Wealth Partners, LLC | 1.87% | Add +0.6% | 43,499 | $8.3M |
| GoalFusion Wealth Management, LLC | 3.83% | Add +14.8% | 43,372 | $8.3M |
| Hardy Reed LLC | 0.59% | No change | 43,281 | $8.3M |
| Phillips Financial Management, LLC | 0.52% | Reduce -0.4% | 42,642 | $8.1M |
| Investor's Fiduciary Advisor Network, LLC | 1.74% | Add +256.7% | 42,588 | $8.1M |
| Cardiff Park Advisors, LLC | 0.66% | Add +1.9% | 41,670 | $8.0M |
| Avestar Capital, LLC | 0.55% | Add +0.9% | 41,653 | $8.0M |
| Investment Advisory Group, LLC | 2.05% | Add +2.4% | 41,647 | $8.0M |
| Avantax Planning Partners, Inc. | 0.22% | Reduce -1.8% | 41,116 | $7.9M |
| Ballentine Partners, LLC | 0.11% | Add +0.1% | 41,036 | $7.8M |
| Thrive Capital Management, LLC | 1.75% | Add +24.8% | 41,029 | $7.8M |
| Jane Street Group, LLC | 0.01% | Reduce -59.7% | 40,907 | $7.8M |
| Ancora Advisors LLC | 0.16% | Add +2.4% | 40,649 | $7.8M |
| HighPoint Advisor Group LLC | 0.17% | New | 40,648 | $7.8M |
| Factor Wealth Management LTD | 1.67% | Add +6.6% | 40,490 | $7.7M |
| Sharper & Granite LLC | 2.69% | Reduce -0.7% | 39,924 | $7.6M |
| Florida Financial Advisors, LLC | 2.07% | Add +6.5% | 40,194 | $7.6M |
| Integrated Wealthcare, LLC | 6.40% | — | 39,871 | $7.6M |
| Focused Alpha, LLC | 2.24% | — | 39,860 | $7.6M |
| Aries Wealth Management | 1.68% | Add +14.2% | 39,721 | $7.6M |
| Willis Johnson & Associates, Inc. | 0.46% | Reduce -0.6% | 39,136 | $7.5M |
| Autumn Glory Partners, LLC | 2.62% | Add +124.2% | 39,091 | $7.5M |
| Bravera Wealth | 3.73% | — | 38,974 | $7.4M |
| Private Wealth Advisors, LLC | 2.68% | Reduce -1.9% | 38,929 | $7.4M |
| Flagship Harbor Advisors, LLC | 0.35% | Add +1.8% | 38,834 | $7.4M |
| King Wealth Management Group | 0.89% | Add +21.5% | 38,669 | $7.4M |
| Mustard Seed Financial, LLC | 4.64% | Reduce -0.3% | 38,681 | $7.4M |
| Valeo Financial Advisors, LLC | 0.16% | Add +1.5% | 44,860 | $7.3M |
| Pine Valley Investments Ltd Liability Co | 0.36% | Reduce -1.4% | 38,188 | $7.3M |
| Birnam Oak Advisors, LP | 1.66% | No change | 38,000 | $7.3M |
| Frontier Asset Management, LLC | 1.68% | Add +0.5% | 37,899 | $7.2M |
| Symmetry Partners, LLC | 0.43% | Reduce -39.0% | 37,647 | $7.2M |
| IPG Investment Advisors LLC | 1.26% | Add +2.8% | 37,646 | $7.2M |
| SigFig Wealth Management, LLC | 0.21% | Add +9.8% | 37,479 | $7.2M |
| Marietta Wealth Management, LLC | 0.82% | Add +0.2% | 37,220 | $7.1M |
| Family CFO Inc | 3.18% | Reduce -0.7% | 37,202 | $7.1M |
| LPWM LLC | 1.77% | Add +13.1% | 36,790 | $7.0M |
| TMB Capital Partners, LLC | 2.40% | — | 36,775 | $7.0M |
| Horizon Investments, LLC | 0.09% | Add +366.2% | 36,694 | $7.0M |
| Eagle Strategies LLC | 0.89% | Add +2.0% | 36,491 | $7.0M |
| Avant Capital LLC | 4.78% | Add +2.2% | 36,434 | $7.0M |
| Neuberger Berman Group LLC | 0.01% | Reduce -17.0% | 36,217 | $6.9M |
| Uptick Partners, LLC | 1.47% | Add +0.3% | 36,051 | $6.9M |
| Verdence Capital Advisors LLC | 0.40% | Add +0.3% | 35,490 | $6.8M |
| Curran Financial Partners, LLC | 1.29% | Add +30.1% | 35,486 | $6.8M |
| Painted Porch Advisors LLC | 2.71% | Add +2.4% | 35,304 | $6.7M |
| Elevation Point Wealth Partners, LLC | 0.32% | Add +13.1% | 35,281 | $6.7M |
| TFR Capital, LLC. | 2.23% | Add +1.6% | 35,271 | $6.7M |
| Paragon Capital Management Ltd | 1.37% | Add +1.1% | 35,260 | $6.7M |
| Tidal Investments LLC | 0.03% | Add +3.1% | 34,931 | $6.7M |
| Momentum Wealth Planning, LLC | 5.28% | New | 34,840 | $6.7M |
| Insigneo Advisory Services, LLC | 0.48% | Add +7.0% | 34,818 | $6.6M |
| Martel Wealth Advisors LLC | 1.13% | Reduce -0.3% | 34,644 | $6.6M |
| Signet Financial Management, LLC | 0.74% | Reduce -7.3% | 34,600 | $6.6M |
| Diversified Enterprises, LLC | 0.39% | Add +24.3% | 34,546 | $6.6M |
| Oak Harvest Investment Services | 0.71% | Add +10.7% | 34,327 | $6.6M |
| Laraway Financial Advisors Inc | 4.26% | Add +4.5% | 34,232 | $6.5M |
| Cascades Capital Asset Management, LLC | 2.78% | Add +81.3% | 34,202 | $6.5M |
| Joel Isaacson & Co., LLC | 0.22% | Add +30.9% | 34,142 | $6.5M |
| Foundations Investment Advisors, LLC | 0.09% | Add +14.1% | 34,103 | $6.5M |
| Integrated Investment Consultants, LLC | 1.28% | Reduce -0.3% | 34,041 | $6.5M |
| Washington Trust Advisors, Inc. | 0.50% | Add +1.1% | 33,982 | $6.5M |
| Texas Yale Capital Corp. | 0.20% | Add +0.5% | 33,944 | $6.5M |
| Greystone Financial Group, LLC | 1.01% | Add +1.4% | 33,934 | $6.5M |
| Planwiser Financial, LLC | 4.84% | Reduce -2.7% | 32,615 | $6.5M |
| MRWM Advisors, LLC | 3.46% | Add +79.0% | 33,734 | $6.4M |
| Lake Hills Wealth Management, LLC | 3.33% | New | 33,448 | $6.4M |
| LifePlan Investment Advisors, Inc. | 2.59% | Add +11.0% | 33,340 | $6.4M |
| McAdam, LLC | 0.29% | Add +1.9% | 33,332 | $6.4M |
| Wedmont Private Capital | 0.22% | Add +3.2% | 32,800 | $6.4M |
| Councilor Wealth, LLC | 3.00% | Add +20.7% | 33,294 | $6.4M |
| Financial Life Advisors | 1.96% | Reduce -5.4% | 33,217 | $6.3M |
| Santori & Peters, Inc. | 2.16% | Reduce -0.4% | 33,211 | $6.3M |
| Beaumont Financial Advisors, LLC | 0.42% | Add +1.2% | 33,103 | $6.3M |
| Simmons Bank | 0.42% | Add +4.2% | 33,079 | $6.3M |
| Osborne Partners Capital Management, LLC | 0.33% | Reduce -1.1% | 33,060 | $6.3M |
| Journey Beyond Wealth, LLC | 5.02% | Add +0.2% | 33,055 | $6.3M |
| Fiduciary Advisors, Inc. | 4.77% | Add +1.4% | 32,858 | $6.3M |
| Cornerstone Advisory, LLC | 0.60% | Add +0.3% | 32,808 | $6.3M |
| U.S. Capital Wealth Advisors, LLC | 0.16% | Reduce -43.8% | 32,762 | $6.3M |
| Grandview Asset Management LLC | 1.71% | Add +13.1% | 32,668 | $6.2M |
| Cutler Investment Counsel LLC | 0.65% | Reduce -0.0% | 32,640 | $6.2M |
| Decker Wealth Management LLC | 1.36% | — | 32,438 | $6.2M |
| Bath Savings Trust Co | 0.62% | Add +0.9% | 32,417 | $6.2M |
| Peak Retirement Planning, Inc. | 1.45% | Add +14.4% | 32,383 | $6.2M |
| Wealthedge Investment Advisors, LLC | 2.28% | Reduce -0.4% | 32,224 | $6.2M |
| Alexander Labrunerie & Co., Inc. | 2.25% | Add +0.1% | 32,209 | $6.2M |
| HBK Sorce Advisory LLC | 0.14% | Add +10.5% | 29,605 | $6.1M |
| Grey Ledge Advisors, LLC | 1.38% | Reduce -1.2% | 31,847 | $6.1M |
| Artesa Financial Group, LLC | 6.24% | — | 31,742 | $6.1M |
| Advyzon Investment Management, LLC | 0.70% | Add +6.9% | 31,592 | $6.0M |
| Midwestern Financial, LLC | 4.97% | Reduce -1.4% | 31,466 | $6.0M |
| Clarity Capital Advisors, LLC | 2.97% | Add +3.3% | 31,143 | $5.9M |
| Winthrop Capital Management, LLC | 1.39% | Reduce -1.1% | 31,135 | $5.9M |
| Security Financial Services, INC. | 0.93% | Reduce -3.2% | 31,061 | $5.9M |
| Ascent Group, LLC | 0.20% | Reduce -11.0% | 31,040 | $5.9M |
| Greenberg Financial Group | 2.42% | — | 30,779 | $5.9M |
| Yarger Wealth Strategies, LLC | 2.52% | Add +1.4% | 30,752 | $5.9M |
| Dynamic Advisor Solutions LLC | 0.19% | Reduce -43.0% | 30,651 | $5.9M |
| Capital Advisors, Ltd. LLC | 0.66% | Add +0.1% | 30,586 | $5.8M |
| McLean Asset Management Corp | 1.04% | Reduce -17.0% | 29,322 | $5.8M |
| Agf Management Ltd. | 0.03% | Reduce -6.4% | 30,205 | $5.8M |
| Level Four Advisory Services, LLC | 0.19% | Add +6.4% | 30,203 | $5.8M |
| GenTrust, LLC | 0.25% | Reduce -4.9% | 30,190 | $5.8M |
| Xcelsior Advisor Partners LLC | 2.79% | — | 30,083 | $5.7M |
| Pacific Financial Group Inc. | 3.19% | Add +114.6% | 30,036 | $5.7M |
| Intellectus Partners, LLC | 1.11% | Reduce -1.6% | 30,025 | $5.7M |
| Richardson Financial Services Inc. | 1.85% | Add +1.5% | 35,152 | $5.7M |
| Argent Trust Co | 0.20% | Reduce -2.3% | 29,891 | $5.7M |
| Wealth Preservation Advisors, LLC | 2.87% | Add +1.5% | 29,865 | $5.7M |
| RoundAngle Advisors LLC | 4.14% | Add +8.5% | 29,777 | $5.7M |
| United Advisor Group, LLC | 0.73% | Reduce -12.8% | 29,718 | $5.7M |
| Atlas Capital Advisors Inc. | 0.63% | — | 29,698 | $5.7M |
| Avise Financial Cooperative, Inc. | 5.14% | — | 29,636 | $5.7M |
| N.E.W. Advisory Services LLC | 0.42% | Reduce -1.7% | 29,476 | $5.6M |
| ArchPoint Investors | 1.33% | No change | 29,467 | $5.6M |
| Rothschild Wealth LLC | 0.54% | New | 29,192 | $5.6M |
| Davidson Trust Co. | 2.32% | Add +7.3% | 29,165 | $5.6M |
| Valence8 US LP | 1.65% | Reduce -62.9% | 29,121 | $5.6M |
| Kuhn & Co Investment Counsel | 3.70% | Add +11.4% | 29,090 | $5.6M |
| Koss-Olinger Consulting, LLC | 0.43% | Reduce -18.7% | 29,080 | $5.6M |
| Chris Bulman Inc | 2.46% | Add +4.8% | 29,077 | $5.6M |
| Claris Financial LLC | 2.95% | Add +12.0% | 29,052 | $5.5M |
| Great Lakes Advisors, LLC | 0.05% | Add +21.4% | 29,026 | $5.5M |
| Ackerman Capital Advisors, LLC | 1.11% | Reduce -20.8% | 28,996 | $5.5M |
| Defined Wealth Management, LLC | 3.18% | Reduce -2.6% | 28,920 | $5.5M |
| Manuka Financial, LLC | 3.43% | Reduce -1.0% | 28,906 | $5.5M |
| Stephen J. Garry & Associates, LLC | 4.37% | Add +2.6% | 28,846 | $5.5M |
| Blom & Howell Financial Planning, Inc. | 5.47% | — | 28,843 | $5.5M |
| TCI Wealth Advisors, Inc. | 0.30% | Reduce -0.8% | 28,799 | $5.5M |
| Orser Capital Management, LLC | 3.10% | Reduce -0.5% | 28,679 | $5.5M |
| Independent Advisor Alliance | 0.13% | Add +24.9% | 28,547 | $5.5M |
| Prostatis Group LLC | 1.30% | Reduce -3.1% | 28,526 | $5.4M |
| Stevens Capital Partners | 1.42% | Reduce -1.1% | 28,462 | $5.4M |
| Johnson Investment Counsel Inc. | 0.04% | Reduce -4.9% | 28,432 | $5.4M |
| Opus Capital Group, LLC | 0.58% | Reduce -0.6% | 28,267 | $5.4M |
| Long Island Wealth Management, Inc. | 2.55% | Add +0.9% | 28,263 | $5.4M |
| Red Tortoise LLC | 2.31% | Reduce -0.4% | 28,173 | $5.4M |
| Windward Private Wealth Management Inc. | 1.86% | Reduce -5.9% | 28,073 | $5.4M |
| Stratos Wealth Advisors, LLC | 0.26% | Reduce -2.5% | 27,920 | $5.3M |
| Tsfg, LLC | 0.80% | Reduce -6.4% | 27,907 | $5.3M |
| Destination Wealth Management | 0.14% | Add +2.0% | 27,721 | $5.3M |
| Sound View Wealth Advisors Group, LLC | 0.35% | Add +1.0% | 27,550 | $5.3M |
| Chesley Taft & Associates LLC | 0.21% | Add +16.6% | 27,522 | $5.3M |
| Gateway Wealth Partners, LLC | 0.58% | Add +10.1% | 27,392 | $5.2M |
| Winthrop Advisory Group LLC | 0.44% | Add +3.8% | 27,311 | $5.2M |
| Idaho Trust Co | 1.72% | Reduce -6.9% | 27,221 | $5.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 27,082 | $5.2M |
| Flagstar Securities, Inc. | 1.73% | Add +1.5% | 27,071 | $5.2M |
| Transcend Capital Advisors, LLC | 0.40% | Reduce -18.4% | 27,065 | $5.2M |
| Kelleher Financial Advisors | 1.20% | Add +1.8% | 27,045 | $5.2M |
| IMG Wealth Management, Inc. | 3.28% | New | 27,011 | $5.2M |
| Novak & Powell Financial Services, Inc. | 2.69% | Reduce -0.9% | 27,000 | $5.2M |
| Arete Wealth Advisors, LLC | 0.36% | Reduce -13.9% | 26,964 | $5.1M |
| Norden Group LLC | 0.50% | Add +269.4% | 26,861 | $5.1M |
| Compass Ion Advisors, LLC | 0.49% | Reduce -2.8% | 26,850 | $5.1M |
| IF Advisors, LLC | 4.17% | — | 26,839 | $5.1M |
| AlphaCore Capital LLC | 0.11% | Add +1.8% | 26,774 | $5.1M |
| Ritholtz Wealth Management | 0.09% | Reduce -1.9% | 26,718 | $5.1M |
| Kiley Juergens Wealth Management, LLC | 1.10% | Reduce -1.2% | 26,682 | $5.1M |
| 2UniFi Bank | 2.42% | Add +11.3% | 26,675 | $5.1M |
| Brandes Investment Partners, LP | 0.04% | Add +703.6% | 26,656 | $5.1M |
| Stone Wealth Partners | 4.52% | — | 26,555 | $5.1M |
| Brighton Securities Corp. | 2.49% | Add +32.6% | 26,410 | $5.0M |
| Newton One Investments LLC | 1.49% | Add +2.6% | 26,402 | $5.0M |
| Prospect Financial Services LLC | 2.90% | Reduce -3.7% | 26,391 | $5.0M |
| Motiv8 Investments LLC | 2.75% | Add +1.0% | 26,371 | $5.0M |
| Debussy Capital Management LP | 0.68% | Add +10.2% | 26,349 | $5.0M |
| Family Wealth Partners, LLC | 1.81% | Reduce -0.3% | 26,306 | $5.0M |
| Matrix Asset Advisors Inc. | 0.45% | Add +26.1% | 26,279 | $5.0M |
| Troutman Wealth Management, LLC | 4.14% | — | 26,206 | $5.0M |
| Independent Financial Group, LLC | 0.11% | Add +12.3% | 26,141 | $5.0M |
| Continuum Advisory, LLC | 0.50% | Add +2.6% | 26,127 | $5.0M |
| Bluedoor Private Wealth, LLC | 2.30% | — | 26,106 | $5.0M |
| Catalyst Private Wealth, LLC | 2.17% | Reduce -2.1% | 25,986 | $5.0M |
| Root Financial Partners, LLC | 0.25% | Add +23.4% | 25,779 | $4.9M |
| Calder Financial LLC | 4.76% | — | 25,410 | $4.9M |
| Rehmann Capital Advisory Group | 0.25% | Add +0.2% | 25,379 | $4.8M |
| Beaumont Asset Management, L.L.C. | 2.42% | Reduce -15.4% | 25,321 | $4.8M |
| Barrett & Company, Inc. | 1.61% | Reduce -2.5% | 25,316 | $4.8M |
| American Alpha Advisors, LLC | 3.04% | Add +13.5% | 25,208 | $4.8M |
| Jefferson Bridge Capital, LLC | 4.84% | — | 25,179 | $4.8M |
| Empower Advisory Group, LLC | 0.01% | Add +9.8% | 25,150 | $4.8M |
| Blueprint Investment Partners LLC | 0.51% | Reduce -19.1% | 25,056 | $4.8M |
| Emergent Wealth Advisors, LLC | 2.69% | Add +8.5% | 25,054 | $4.8M |
| Intrinsic Value Partners, LLC | 3.56% | Add +5.6% | 24,852 | $4.7M |
| Ironsides Asset Advisors, LLC | 1.20% | Reduce -0.5% | 24,820 | $4.7M |
| Acropolis Investment Management, LLC | 0.21% | Add +1.6% | 24,818 | $4.7M |
| Charter Oak Capital Management, LLC | 0.36% | Add +1.6% | 24,776 | $4.7M |
| WBH Advisory Inc. | 0.35% | Reduce -13.9% | 24,772 | $4.7M |
| Victrix Investment Advisors | 1.83% | New | 24,766 | $4.7M |
| LifeSteps Financial, Inc. | 3.03% | Add +1.6% | 24,764 | $4.7M |
| Money Concepts Capital Corp. | 0.26% | Reduce -6.9% | 24,654 | $4.7M |
| Sonoma Allocations LLC | 1.56% | Add +8.8% | 23,393 | $4.7M |
| Dana Investment Advisors, Inc. | 0.14% | Reduce -14.3% | 24,551 | $4.7M |
| Luminvest Wealth Management LLC | 1.30% | Add +23.7% | 24,518 | $4.7M |
| Maxele Advisors, LLC | 3.79% | Add +8.3% | 24,445 | $4.7M |
| Leo Wealth, LLC | 0.34% | Add +59.9% | 24,407 | $4.7M |
| Fonville Wealth Management LLC | 0.95% | Add +10.6% | 24,370 | $4.7M |
| First Financial Bank - Trust Division | 0.38% | Reduce -2.8% | 24,338 | $4.6M |
| Old National Bancorp | 0.08% | Reduce -13.3% | 24,311 | $4.6M |
| Birchcreek Wealth Management, LLC | 2.27% | Add +2.7% | 24,249 | $4.6M |
| Indivisible Partners | 0.50% | — | 24,283 | $4.6M |
| Cary Street Partners Investment Advisory LLC | 1.24% | Add +3009.8% | 24,132 | $4.6M |
| Culbertson A N & Co. Inc. | 0.63% | Reduce -0.2% | 24,034 | $4.6M |
| Pallas Capital Advisors LLC | 0.15% | Add +22.3% | 23,999 | $4.6M |
| Glass Jacobson Investment Advisors llc | 1.65% | Reduce -2.4% | 23,964 | $4.6M |
| Base Wealth Management LLC | 2.46% | Add +10.6% | 23,954 | $4.6M |
| Perryman Financial Advisory Inc. | 0.67% | — | 23,898 | $4.6M |
| Harbor Asset Planning, Inc. | 3.87% | Add +1.8% | 23,720 | $4.5M |
| Auxano Advisors, LLC | 0.89% | Add +0.5% | 23,717 | $4.5M |
| FineMark National Bank & Trust | 0.14% | Add +19.5% | 23,540 | $4.5M |
| Moors & Cabot, Inc. | 0.19% | Add +43.4% | 23,379 | $4.5M |
| Bonfire Financial | 3.33% | Reduce -7.0% | 23,370 | $4.5M |
| First Manhattan Co. Llc. | 0.01% | Reduce -6.0% | 23,308 | $4.5M |
| Ritter Daniher Financial Advisory LLC / DE | 0.74% | Reduce -2.9% | 23,252 | $4.4M |
| Trinity Financial Advisors LLC | 1.24% | Reduce -12.6% | 23,216 | $4.4M |
| Wealth Advisory Solutions, LLC | 1.03% | Add +4.4% | 23,212 | $4.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.07% | Reduce -4.8% | 23,144 | $4.4M |
| Amicus Financial Advisors, LLC | 1.23% | — | 23,132 | $4.4M |
| NorthStar Asset Management LLC | 1.98% | Add +1.2% | 23,032 | $4.4M |
| Monument Group Wealth Advisors, LLC | 2.39% | Add +5.2% | 22,951 | $4.4M |
| Waddell & Associates, LLC | 0.30% | Add +1.6% | 22,944 | $4.4M |
| Wescott Financial Advisory Group, LLC | 0.38% | Add +0.5% | 22,914 | $4.4M |
| Old North State Wealth Management, LLC | 2.05% | Add +8.3% | 22,826 | $4.4M |
| Clarius Group, LLC | 0.25% | Reduce -0.4% | 22,845 | $4.4M |
| Aua Capital Management, LLC | 2.19% | Add +40.1% | 22,824 | $4.4M |
| WESCAP Management Group, Inc. | 0.88% | Add +16.0% | 22,823 | $4.4M |
| National Philanthropic Trust | 0.04% | Add +0.7% | 22,673 | $4.3M |
| City State Bank | 1.19% | Add +5.8% | 22,670 | $4.3M |
| Livet Wealth, LLC | 2.67% | — | 22,653 | $4.3M |
| Main Street Financial Solutions, LLC | 0.32% | Add +1.1% | 22,645 | $4.3M |
| Hillcrest Wealth Advisors - NY, LLC | 1.85% | No change | 22,500 | $4.3M |
| Csenge Advisory Group | 0.19% | Add +33.0% | 22,488 | $4.3M |
| Tradewinds, LLC. | 1.02% | Add +62.7% | 22,488 | $4.3M |
| VeraBank, N.A. | 0.78% | Reduce -2.6% | 22,394 | $4.3M |
| Fourth Dimension Wealth, LLC | 1.56% | Reduce -0.6% | 22,382 | $4.3M |
| Wealth Management Resources, Inc. | 1.50% | Reduce -16.6% | 22,373 | $4.3M |
| Curi Capital, LLC | 0.07% | Reduce -2.1% | 22,346 | $4.3M |
| Florida Trust Wealth Management Co | 0.12% | Reduce -0.1% | 22,340 | $4.3M |
| Summit Wealth Group LLC / Co. | 0.56% | New | 22,214 | $4.2M |
| Lodestone Wealth Management LLC | 1.73% | Reduce -8.5% | 22,205 | $4.2M |
| Amara Financial, Llc. | 2.92% | Reduce -0.2% | 22,063 | $4.2M |
| Balentine LLC | 0.16% | Reduce -13.9% | 22,057 | $4.2M |
| Archford Capital Strategies, LLC | 0.49% | Reduce -5.3% | 22,054 | $4.2M |
| Redwood Family Wealth LLC | 4.14% | — | 21,928 | $4.2M |
| Montag A & Associates Inc. | 0.19% | Reduce -13.3% | 21,854 | $4.2M |
| Northern Lights Advisors, Inc. | 2.86% | — | 21,816 | $4.2M |
| Northeast Investment Management | 0.16% | Add +16.7% | 21,754 | $4.2M |
| Paces Ferry Wealth Advisors, LLC | 1.68% | Add +0.8% | 21,669 | $4.1M |
| Tobias Financial Advisors, Inc. | 0.58% | Add +1.1% | 21,652 | $4.1M |
| Broadleaf Partners, LLC | 0.87% | Add +96.0% | 21,610 | $4.1M |
| Carret Asset Management, LLC | 0.39% | Add +0.2% | 21,586 | $4.1M |
| Goodman Financial Corp | 0.78% | Reduce -0.2% | 21,578 | $4.1M |
| Alamar Capital Management, LLC | 2.27% | Reduce -9.4% | 21,563 | $4.1M |
| Veratis Advisors, Inc. | 3.26% | — | 19,983 | $4.1M |
| NORTHSTAR ASSET MANAGEMENT Co | 0.87% | Add +4.1% | 21,515 | $4.1M |
| Weitzel Financial Services, Inc. | 1.59% | Add +7.8% | 21,274 | $4.1M |
| Triune Financial Partners, LLC | 0.96% | Reduce -2.0% | 20,529 | $4.1M |
| Dorsey & Whitney Trust CO LLC | 0.22% | Add +1.2% | 21,444 | $4.1M |
| Hudson Oak Wealth Advisory LLC | 3.61% | — | 21,425 | $4.1M |
| TAGStone Capital, Inc. | 1.52% | Add +7.1% | 21,425 | $4.1M |
| Hubbell Strickland Wealth Management, LLC | 1.64% | Add +0.6% | 21,388 | $4.1M |
| United Bank | 1.37% | Reduce -1.2% | 21,094 | $4.0M |
| Compass Advisory Group LLC | 1.09% | Add +0.6% | 21,084 | $4.0M |
| Moneco Advisors, LLC | 0.32% | Add +8.3% | 21,043 | $4.0M |
| Prosperity Consulting Group, LLC | 0.18% | Add +4.2% | 20,950 | $4.0M |
| Quadcap Wealth Management, LLC | 0.46% | Reduce -0.3% | 20,920 | $4.0M |
| Disciplined Investments, LLC | 1.53% | Reduce -6.8% | 20,898 | $4.0M |
| Moisand Fitzgerald Tamayo, LLC | 0.45% | Reduce -1.3% | 20,876 | $4.0M |
| Carnegie Investment Counsel | 0.07% | Reduce -2.4% | 20,715 | $4.0M |
| Seeds Investor LLC | 0.76% | Add +0.1% | 20,714 | $4.0M |
| OneAscent Financial Services LLC | 0.36% | Reduce -2.5% | 20,713 | $4.0M |
| Beacon Financial Advisory LLC | 0.92% | Add +2.5% | 20,704 | $4.0M |
| BKM Wealth Management, LLC | 1.44% | Add +10.2% | 20,619 | $3.9M |
| Fiduciary Family Office, LLC | 1.13% | Reduce -15.5% | 20,565 | $3.9M |
| Arrien Investments, Inc. | 2.21% | Add +6.5% | 20,531 | $3.9M |
| Magnus Financial Group LLC | 0.30% | Reduce -0.3% | 20,451 | $3.9M |
| GFS Advisors, LLC | 0.46% | No change | 20,445 | $3.9M |
| Quest 10 Wealth Builders, Inc. | 3.49% | Reduce -4.0% | 20,443 | $3.9M |
| Glenview Trust Co | 0.06% | Add +2.6% | 20,387 | $3.9M |
| Cascade Wealth Advisors, Inc | 1.79% | Add +1.9% | 19,623 | $3.9M |
| Hilltop Holdings Inc. | 0.23% | Add +1.5% | 20,328 | $3.9M |
| Bryn Mawr Trust Advisors, LLC | 0.19% | Reduce -8.1% | 20,323 | $3.9M |
| Absolute Capital Management, LLC | 1.41% | Add +48.9% | 20,279 | $3.9M |
| MV Capital Management, Inc. | 0.37% | Add +0.1% | 20,236 | $3.9M |
| Dentgroup LLC | 2.65% | Reduce -20.7% | 20,212 | $3.9M |
| WoodTrust Financial Corp | 0.45% | Add +6.6% | 20,193 | $3.9M |
| Twin Focus Capital Partners, LLC | 0.44% | No change | 20,188 | $3.9M |
| Total Wealth Planning, LLC | 8.25% | Reduce -93.8% | 20,187 | $3.9M |
| Pioneer Wealth Management Group | 1.17% | Add +1.1% | 20,125 | $3.8M |
| ERn Financial, LLC | 0.72% | Reduce -0.5% | 20,105 | $3.8M |
| MOKAN Wealth Management Inc. | 1.70% | Add +19.5% | 20,088 | $3.8M |
| Anchor Investment Management, LLC | 0.31% | Add +5.4% | 20,087 | $3.8M |
| DT Investment Partners, LLC | 0.32% | Add +2.2% | 20,025 | $3.8M |
| Sage Mountain Advisors LLC | 0.20% | Reduce -0.1% | 20,014 | $3.8M |
| Belpointe Asset Management LLC | 0.14% | Reduce -12.4% | 20,000 | $3.8M |
| Milestone Investment Advisors LLC | 0.92% | Add +0.2% | 19,889 | $3.8M |
| Diversified Trust Co. | 0.07% | Reduce -7.3% | 19,869 | $3.8M |
| Harris Associates (Oakmark Funds) | 0.00% | Add +2554.9% | 19,859 | $3.8M |
| Avidian Wealth Enterprises, LLC | 0.14% | Add +6.8% | 19,794 | $3.8M |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 3.54% | — | 19,775 | $3.8M |
| Archvest Wealth Advisors, Inc. | 2.41% | Add +3.4% | 19,748 | $3.8M |
| Chemistry Wealth Management LLC | 0.71% | Reduce -0.1% | 19,745 | $3.8M |
| Powerhouse Assets LLC | 3.32% | — | 19,739 | $3.8M |
| Segment Wealth Management, LLC | 0.22% | No change | 19,590 | $3.7M |
| Wilson & Boucher Capital Management, LLC | 2.46% | Add +11.3% | 19,576 | $3.7M |
| Evanson Asset Management, LLC | 0.20% | Add +4.8% | 19,568 | $3.7M |
| Hexagon Capital Partners LLC | 0.69% | Reduce -2.6% | 19,501 | $3.7M |
| Nicolet Bankshares Inc. | 0.60% | Add +1.1% | 19,454 | $3.7M |
| Litman Gregory Wealth Management LLC | 0.27% | Add +1.8% | 19,405 | $3.7M |
| Francis Financial, Inc. | 0.72% | Add +0.6% | 19,305 | $3.7M |
| Tacita Capital Inc | 2.12% | Reduce -1.3% | 19,163 | $3.7M |
| NWF Advisory Services Inc. | 0.40% | Reduce -2.1% | 19,140 | $3.7M |
| Parsons Capital Management Inc. | 0.20% | Add +14.6% | 19,091 | $3.6M |
| Insight Advisors, LLC/ PA | 0.55% | No change | 19,070 | $3.6M |
| Uptown Financial Advisors LLC | 3.09% | Reduce -2.6% | 18,984 | $3.6M |
| Regions Financial Corp. | 0.02% | Reduce -0.3% | 18,923 | $3.6M |
| SageView Advisory Group, LLC | 0.12% | Reduce -7.1% | 18,915 | $3.6M |
| Strategic Financial Partners, Ltd. | 1.56% | Reduce -2.7% | 18,884 | $3.6M |
| Capstone Wealth Management Group, LLC | 1.51% | Add +12.4% | 18,880 | $3.6M |
| Sheets Smith Wealth Management | 0.39% | Reduce -0.2% | 18,637 | $3.6M |
| Principle Wealth Partners LLC | 0.20% | Reduce -0.4% | 18,629 | $3.6M |
| Qube Research & Technologies Ltd | 0.01% | Add +141.9% | 18,612 | $3.6M |
| Prosperity Planning, Inc. | 1.32% | Reduce -13.2% | 18,594 | $3.6M |
| Portus Wealth Advisors, LLC | 3.34% | Add +3.5% | 18,544 | $3.5M |
| Mayflower Financial Advisors, LLC | 0.43% | Add +10.2% | 18,540 | $3.5M |
| LongView Wealth Management | 0.85% | Reduce -3.5% | 17,892 | $3.5M |
| JFS Wealth Advisors, LLC | 0.20% | Add +0.9% | 18,394 | $3.5M |
| Private Trust Co. NA | 0.31% | Add +2.2% | 18,380 | $3.5M |
| Angeles Investment Advisors, LLC | 0.23% | No change | 18,360 | $3.5M |
| Discipline Wealth Solutions, LLC | 0.65% | Add +63.0% | 18,353 | $3.5M |
| Keybank National Association | 0.01% | Add +7.1% | 18,231 | $3.5M |
| Capital Investment Advisors, LLC | 0.05% | Add +68.1% | 18,094 | $3.5M |
| Stonebridge Financial Group, LLC / MO | 2.98% | — | 18,000 | $3.4M |
| Principal Financial Group Inc. | 0.00% | Add +57.3% | 17,996 | $3.4M |
| Syon Capital LLC | 0.17% | Add +1.7% | 17,954 | $3.4M |
| SwitchPoint Financial Planning, LLC | 2.36% | No change | 17,673 | $3.4M |
| Kennicott Capital Management LLC | 1.63% | Add +10.8% | 17,581 | $3.4M |
| Western Wealth Management, LLC | 0.15% | Add +9.2% | 17,478 | $3.3M |
| Serenity Investment Advisors | 1.95% | — | 17,037 | $3.3M |
| Wilmington Savings Fund Society, FSB | 0.08% | Reduce -1.0% | 17,387 | $3.3M |
| Sawgrass Asset Management LLC | 0.41% | Reduce -4.3% | 17,359 | $3.3M |
| GC Wealth Management RIA, LLC | 0.12% | Add +0.4% | 17,320 | $3.3M |
| VestGen Investment Management | 1.83% | Add +38.2% | 17,300 | $3.3M |
| PFG Investments, LLC | 0.16% | Add +4.8% | 17,291 | $3.3M |
| Nikulski Financial, Inc. | 0.79% | Reduce -40.2% | 17,290 | $3.3M |
| Prospera Capital Management, LLC | 1.66% | Reduce -1.6% | 17,264 | $3.3M |
| Aristotle Capital Management, LLC | 0.01% | Add +184.5% | 17,170 | $3.3M |
| Silver Oak Securities, Incorporated | 0.22% | Add +44.6% | 16,950 | $3.3M |
| Crestwood Advisors Group, LLC | 0.05% | Add +17.4% | 17,045 | $3.3M |
| CWA Asset Management Group, LLC | 0.12% | Reduce -1.6% | 16,878 | $3.2M |
| Smith Partners Wealth Management, LLC | 2.96% | — | 16,870 | $3.2M |
| Harel Insurance Investments & Financial Services Ltd. | 0.03% | No change | 16,809 | $3.2M |
| Aptus Capital Advisors, LLC | 0.03% | Add +6.1% | 16,787 | $3.2M |
| Diversify Advisory Services, LLC | 0.10% | Reduce -17.8% | 16,161 | $3.2M |
| AdvisorNet Financial, Inc | 0.17% | Reduce -9.0% | 16,782 | $3.2M |
| Kitching Partners, LLC | 2.93% | Add +101.4% | 16,780 | $3.2M |
| Donalies Financial Planning, LLC | 2.72% | — | 16,751 | $3.2M |
| Private Wealth Asset Management, LLC | 0.35% | Reduce -31.5% | 16,751 | $3.2M |
| Cloud Capital Management, LLC | 1.51% | Add +2.7% | 16,690 | $3.2M |
| Keyvantage Wealth, LLC | 1.36% | Reduce -18.1% | 16,654 | $3.2M |
| Salomon & Ludwin, LLC | 0.28% | Reduce -1.0% | 16,318 | $3.2M |
| SeaCrest Wealth Management, LLC | 0.32% | Reduce -4.7% | 16,345 | $3.2M |
| Gibraltar Capital Management, Inc. | 0.54% | Reduce -0.8% | 16,573 | $3.2M |
| Net Worth Advisory Group | 0.64% | Add +193.8% | 16,544 | $3.2M |
| StoneX Group Inc. | 0.14% | Reduce -57.1% | 16,466 | $3.1M |
| United Bank | 0.41% | No change | 16,446 | $3.1M |
| Pillar Financial Advisors, LLC | 1.89% | Add +2.0% | 16,384 | $3.1M |
| MSH Capital Advisors LLC | 0.67% | Reduce -0.8% | 16,370 | $3.1M |
| 44 Wealth Management LLC | 1.05% | New | 16,340 | $3.1M |
| L.K. Benson & Company, P.C. | 1.56% | Reduce -2.2% | 16,326 | $3.1M |
| Sovran Advisors, LLC | 0.26% | Add +309.6% | 15,714 | $3.1M |
| Simplicity Wealth,LLC | 0.19% | Add +23.9% | 16,313 | $3.1M |
| Tocqueville Asset Management L.P. | 0.05% | Add +0.5% | 16,222 | $3.1M |
| Infinity Wealth Counsel, LLC | 2.81% | Add +0.6% | 16,171 | $3.1M |
| Kendall Capital Management | 0.65% | Add +134.0% | 16,165 | $3.1M |
| SHP Wealth Management | 0.24% | — | 16,140 | $3.1M |
| Hilltop National Bank | 0.74% | Add +1.1% | 16,108 | $3.1M |
| Stage Harbor Financial, LLC | 2.06% | Reduce -6.6% | 16,012 | $3.1M |
| REDW Wealth LLC | 1.17% | Add +25.3% | 16,011 | $3.1M |
| Oath Planning, LLC | 3.02% | — | 15,998 | $3.1M |
| Walter & Keenan Wealth Management LLC /in/ | 0.82% | Reduce -2.1% | 15,992 | $3.1M |
| Atlantic Union Bankshares Corp | 0.06% | Add +2.9% | 15,914 | $3.0M |
| Thoroughbred Financial Services, LLC | 0.18% | Add +15.5% | 15,897 | $3.0M |
| Geneos Wealth Management Inc. | 0.07% | Reduce -8.5% | 15,886 | $3.0M |
| Johnson Financial Group, Inc. | 0.11% | Reduce -1.6% | 15,770 | $3.0M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1.00% | Add +13.8% | 15,719 | $3.0M |
| Taylor Financial Group, Inc. | 1.76% | Add +1.0% | 15,642 | $3.0M |
| Ironwood Financial, llc | 0.51% | Add +21.9% | 15,158 | $3.0M |
| Vicus Capital | 0.22% | Add +0.2% | 15,541 | $3.0M |
| Kelman-Lazarov, Inc. | 0.42% | Reduce -0.0% | 15,535 | $3.0M |
| Global Wealth Management Investment Advisory, Inc. | 0.47% | Reduce -0.1% | 15,471 | $3.0M |
| Gilliland Jeter Wealth Management LLC | 0.89% | No change | 15,402 | $2.9M |
| Aspen Grove Capital, LLC | 0.51% | Reduce -1.1% | 15,390 | $2.9M |
| FDx Advisors, Inc. | 1.49% | Add +6.0% | 15,332 | $2.9M |
| Keebeck Wealth Management | 0.34% | Reduce -0.5% | 15,301 | $2.9M |
| West Bancorporation Inc. | 1.53% | Add +5.6% | 15,275 | $2.9M |
| Allegheny Financial Group | 0.43% | Add +87.4% | 15,204 | $2.9M |
| Howard Wealth Management, LLC | 1.25% | Add +1.3% | 15,024 | $2.9M |
| Marotta Asset Management | 0.53% | Reduce -12.5% | 15,023 | $2.9M |
| Veridan Wealth LLC | 0.96% | Add +0.8% | 15,021 | $2.9M |
| Northwest Wealth Management, LLC | 0.45% | Reduce -5.0% | 15,003 | $2.9M |
| XML Financial, LLC | 0.23% | Reduce -32.9% | 14,954 | $2.9M |
| Fifth Third Wealth Advisors LLC | 0.10% | Add +43.8% | 14,919 | $2.8M |
| Lavaca Capital LLC | 0.48% | No change | 14,912 | $2.8M |
| Kraft, Davis & Associates, LLC | 0.64% | Add +191.8% | 14,486 | $2.8M |
| Parkside Financial Bank & Trust | 0.21% | Add +4.6% | 14,879 | $2.8M |
| North Star Investment Management Corp. | 0.18% | Reduce -1.3% | 14,826 | $2.8M |
| Invst, LLC | 0.31% | Add +3.2% | 14,751 | $2.8M |
| High Net Worth Advisory Group LLC | 0.65% | Add +2.5% | 14,725 | $2.8M |
| Precision Wealth Strategies, LLC | 0.91% | Reduce -20.8% | 14,720 | $2.8M |
| Meeder Advisory Services, Inc. | 0.12% | Add +3.0% | 14,717 | $2.8M |
| Advisory Alpha, LLC | 0.08% | Add +4.3% | 14,629 | $2.8M |
| GenWealth Group, Inc. | 0.47% | Add +15.9% | 14,178 | $2.8M |
| Summit Wealth & Retirement Planning, Inc. | 0.65% | Add +9.3% | 14,501 | $2.8M |
| GAMMA Investing LLC | 0.14% | Add +2.6% | 14,497 | $2.8M |
| Jacobi Capital Management LLC | 0.16% | Add +1.4% | 14,473 | $2.8M |
| Genesis Financial Group, LLC | 1.60% | — | 14,469 | $2.8M |
| AIMZ Investment Advisors, LLC | 0.79% | Add +20.0% | 14,393 | $2.7M |
| GM Advisory Group, LLC | 0.11% | Add +32.9% | 14,366 | $2.7M |
| Welch & Forbes LLC | 0.03% | Add +1.2% | 14,336 | $2.7M |
| LRI Investments, LLC | 0.22% | Reduce -1.2% | 14,333 | $2.7M |
| Sterling Group Wealth Management, LLC | 1.32% | Reduce -0.0% | 14,302 | $2.7M |
| SlateStone Wealth, LLC | 0.23% | Reduce -3.5% | 14,256 | $2.7M |
| Midwest Capital Advisors, LLC | 1.30% | Add +0.1% | 14,227 | $2.7M |
| Liberty Wealth Management LLC | 0.35% | Reduce -4.6% | 14,201 | $2.7M |
| McCartney Wealth Management LLC | 2.34% | — | 14,182 | $2.7M |
| K2 Financial Inc. | 2.09% | Add +0.2% | 13,846 | $2.7M |
| Sageworth Trust Co of South Dakota | 2.18% | No change | 14,003 | $2.7M |
| Forza Wealth Management, LLC | 0.97% | Add +0.1% | 14,002 | $2.7M |
| Brindle & Bay Financial Advisors, LLC | 1.78% | — | 13,996 | $2.7M |
| Guardsman Private Capital Management, Inc. | 2.13% | — | 13,989 | $2.7M |
| XY Planning Network, Inc. | 0.47% | Add +139.1% | 13,983 | $2.7M |
| MOR Wealth Management, LLC | 1.22% | — | 13,973 | $2.7M |
| Everpar Advisors LLC | 0.99% | Add +267.3% | 13,928 | $2.7M |
| Ade, LLC | 1.29% | Reduce -1.1% | 13,895 | $2.7M |
| Harmony Asset Management LLC | 0.89% | Add +34.7% | 13,828 | $2.6M |
| Shepherd Financial Partners LLC | 0.24% | Add +0.1% | 13,803 | $2.6M |
| Global Trust Wealth Management LLC | 1.95% | — | 13,798 | $2.6M |
| Flputnam Investment Management Co. | 0.04% | Reduce -0.3% | 13,686 | $2.6M |
| Rockbridge Investment Management, LCC | 0.24% | Reduce -7.2% | 13,674 | $2.6M |
| Klingman & Associates, LLC | 0.13% | Add +124.6% | 13,601 | $2.6M |
| Jaffetilchin Investment Partners, LLC | 0.15% | Add +5.7% | 13,569 | $2.6M |
| Cypress Point Wealth Management, LLC | 0.57% | Reduce -1.7% | 13,557 | $2.6M |
| Alta Wealth Advisors LLC | 0.86% | Add +5.4% | 13,499 | $2.6M |
| Sfam, LLC | 2.35% | — | 13,450 | $2.6M |
| Centaurus Financial, Inc. | 0.12% | Reduce -7.3% | 13,445 | $2.6M |
| Narus Financial Partners, LLC | 0.71% | Reduce -18.0% | 13,433 | $2.6M |
| Hurlow Wealth Management Group, Inc. | 0.62% | Reduce -2.6% | 13,352 | $2.6M |
| First Bancorp, Inc | 1.35% | No change | 13,330 | $2.5M |
| Atlas Brown,Inc. | 0.76% | Add +0.1% | 13,299 | $2.5M |
| True Link Financial Advisors, LLC | 0.15% | Reduce -0.6% | 13,256 | $2.5M |
| MGB Wealth Management, LLC | 0.72% | Add +72.0% | 13,247 | $2.5M |
| Integrity Advisory Solutions, LLC | 0.36% | Add +11.4% | 13,244 | $2.5M |
| Cambria Investment Management, L.P. | 0.15% | Add +1016.4% | 13,241 | $2.5M |
| Alpine Bank Wealth Management | 0.36% | No change | 13,220 | $2.5M |
| Medallion Wealth Advisors, LLC | 0.85% | Reduce -0.5% | 13,198 | $2.5M |
| St Germain D J Co. Inc. | 0.10% | Add +17.3% | 13,157 | $2.5M |
| Asset Dedication, LLC | 0.16% | Reduce -3.9% | 13,129 | $2.5M |
| Webster Bank, N. A. | 0.24% | Reduce -0.6% | 13,115 | $2.5M |
| Tme Financial, Inc. | 1.75% | Add +17.9% | 13,076 | $2.5M |
| Arbor Investment Advisors, LLC | 0.33% | Add +25.9% | 13,045 | $2.5M |
| Plancorp, LLC | 0.08% | Reduce -1.6% | 13,031 | $2.5M |
| Ehrenkranz Partners L.P. | 2.81% | Add +0.1% | 13,004 | $2.5M |
| Kestra Investment Management, LLC | 0.06% | Add +3.3% | 12,974 | $2.5M |
| Wise Wealth Partners | 3.56% | New | 12,971 | $2.5M |
| Cookson Peirce & Co. Inc. | 0.10% | Reduce -0.7% | 12,932 | $2.5M |
| Freestone Capital Holdings, LLC | 0.07% | Add +12.8% | 12,912 | $2.5M |
| Tradition Wealth Management, LLC | 0.18% | Reduce -0.4% | 12,877 | $2.5M |
| Keel Point, LLC | 0.15% | Reduce -1.1% | 12,875 | $2.5M |
| Smith, Moore & Co. | 0.19% | Add +11.7% | 12,873 | $2.5M |
| Clark Capital Management Group, Inc. | 0.02% | Add +34.0% | 12,866 | $2.5M |
| Balefire, LLC | 0.48% | Add +2.7% | 12,836 | $2.5M |
| Zions Bancorporation, National Association | 0.11% | Add +2.8% | 12,764 | $2.4M |
| Opal Capital LLC | 0.61% | — | 11,815 | $2.4M |
| Adkins Seale Capital Management LLC | 2.40% | — | 12,710 | $2.4M |
| Keating Financial Advisory Services, Inc. | 0.33% | — | 12,668 | $2.4M |
| Next Level Private LLC | 0.63% | Add +0.8% | 12,660 | $2.4M |
| Fermata Advisors, LLC | 0.58% | Reduce -3.2% | 12,636 | $2.4M |
| Nalls Sherbakoff Group, LLC | 1.74% | Reduce -14.6% | 12,613 | $2.4M |
| Beaird Harris Wealth Management, LLC | 0.16% | Reduce -1.1% | 12,519 | $2.4M |
| Barnes Pettey Financial Advisors, LLC | 1.18% | Add +1.5% | 12,518 | $2.4M |
| Precedent Wealth Partners, LLC | 0.50% | New | 12,479 | $2.4M |
| Probity Advisors, Inc. | 0.38% | Reduce -4.0% | 12,423 | $2.4M |
| Asempa Wealth Advisors | 2.04% | — | 12,421 | $2.4M |
| Edgestream Partners, L.P. | 0.07% | New | 12,399 | $2.4M |
| Zinnia Wealth Advisory, LLC | 2.56% | — | 12,391 | $2.4M |
| SOA Wealth Advisors, LLC. | 0.39% | Add +0.4% | 12,321 | $2.4M |
| Peapack Gladstone Financial Corp. | 0.03% | Reduce -0.1% | 12,271 | $2.3M |
| One Day In July LLC | 0.19% | Add +2.0% | 12,261 | $2.3M |
| WealthTrak Capital Management LLC | 1.68% | Add +8.4% | 12,253 | $2.3M |
| GHP Investment Advisors, Inc. | 0.10% | Add +7.8% | 12,114 | $2.3M |
| SteelPeak Wealth, LLC | 0.08% | Reduce -34.7% | 12,086 | $2.3M |
| RTD Financial Advisors, Inc. | 0.28% | Reduce -28.2% | 12,070 | $2.3M |
| Acorn Wealth Advisors, LLC | 0.69% | Reduce -0.8% | 12,039 | $2.3M |
| Fiduciary Trust Co | 0.03% | Reduce -0.5% | 12,008 | $2.3M |
| American Institute for Advanced Investment Management, LLP | 1.47% | Reduce -0.4% | 12,006 | $2.3M |
| Regal Investment Advisors LLC | 0.14% | Add +1.2% | 11,835 | $2.3M |
| Ascentis Independent Advisors | 0.36% | Add +102.2% | 11,793 | $2.3M |
| Signal Advisors Wealth, LLC | 0.18% | Add +11.0% | 11,786 | $2.3M |
| Topsail Wealth Management, LLC | 0.33% | Reduce -13.2% | 11,739 | $2.2M |
| PDS Planning, Inc | 0.15% | Add +1.4% | 11,735 | $2.2M |
| Wick Capital Partners, LLC | 0.40% | Add +38.9% | 11,812 | $2.2M |
| Becker Capital Management Inc. | 0.06% | Reduce -2.1% | 11,713 | $2.2M |
| Balboa Wealth Partners | 0.37% | Reduce -4.5% | 11,703 | $2.2M |
| Fjell Capital, LLC | 1.71% | Reduce -1.3% | 11,668 | $2.2M |
| Allstreet Capital Advisors LLC | 1.61% | — | 11,658 | $2.2M |
| Intelligence Driven Advisers, LLC | 0.32% | Reduce -20.4% | 11,646 | $2.2M |
| Integrated Wealth Management | 2.50% | — | 11,637 | $2.2M |
| Procyon Advisors, LLC | 0.11% | Add +7.3% | 11,635 | $2.2M |
| McMill Wealth Management | 0.62% | No change | 11,618 | $2.2M |
| Laurel Oak Wealth Management, LLC | 0.37% | — | 11,610 | $2.2M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +15.3% | 11,459 | $2.2M |
| Capital Squared Financial LLC | 1.72% | Add +3.7% | 11,546 | $2.2M |
| MilWealth Group LLC | 0.52% | Add +4.2% | 11,527 | $2.2M |
| Opus Financial Solutions LLC | 2.08% | — | 11,523 | $2.2M |
| Center for Financial Planning, Inc. | 0.23% | No change | 11,487 | $2.2M |
| Signal Tree Financial Partners LLC | 1.67% | Reduce -0.2% | 11,464 | $2.2M |
| Evermay Wealth Management LLC | 0.25% | Reduce -2.6% | 11,458 | $2.2M |
| Verus Capital Partners, LLC | 0.15% | Add +10.6% | 11,424 | $2.2M |
| TFB Advisors LLC | 0.61% | Reduce -3.5% | 11,442 | $2.2M |
| Choate Investment Advisors | 0.04% | Add +2.3% | 11,429 | $2.2M |
| Greenleaf Trust | 0.02% | Add +20.0% | 11,401 | $2.2M |
| PCM Encore, LLC | 0.46% | — | 11,378 | $2.2M |
| Benningfield Financial Advisors, LLC | 1.70% | Add +4.3% | 11,357 | $2.2M |
| Larson Financial Group LLC | 0.07% | Add +0.4% | 11,333 | $2.2M |
| Evergreen Wealth Management, LLC | 1.09% | Reduce -5.1% | 11,306 | $2.2M |
| Sagace Wealth Management LLC | 1.46% | Add +2.4% | 11,250 | $2.1M |
| Richmond Investment Services, LLC | 0.37% | Reduce -1.5% | 11,226 | $2.1M |
| Everest Private Wealth | 1.19% | Reduce -5.0% | 11,218 | $2.1M |
| Strive Financial Group ,LLC | 1.13% | — | 11,200 | $2.1M |
| Riverchase Wealth Management, LLC | 1.16% | Reduce -4.7% | 11,180 | $2.1M |
| Obsidian Cio, LLC | 3.15% | Reduce -93.7% | 11,143 | $2.1M |
| Hanover Advisors Inc. | 0.83% | Reduce -0.4% | 11,142 | $2.1M |
| North Star Asset Management Inc. | 0.09% | Add +0.3% | 11,125 | $2.1M |
| SHUTTLEWORTH & Co | 1.94% | Add +25.7% | 11,110 | $2.1M |
| Camarda Financial Advisors, LLC | 0.81% | Add +11.8% | 11,096 | $2.1M |
| Apeiron RIA LLC | 0.43% | Reduce -14.7% | 11,083 | $2.1M |
| Evansbrook LLC | 1.41% | — | 11,020 | $2.1M |
| Renaissance Technologies | 0.00% | Reduce -58.3% | 11,000 | $2.1M |
| Gradient Capital Advisors, LLC | 0.54% | Reduce -1.2% | 10,993 | $2.1M |
| AlTi Global, Inc. | 0.04% | Add +3.3% | 10,974 | $2.1M |
| Stonehearth Capital Management, LLC | 0.77% | Reduce -1.0% | 10,940 | $2.1M |
| Deutsche Bank AG | 0.00% | Reduce -12.9% | 10,906 | $2.1M |
| 55 North Private Wealth, LLC | 0.55% | — | 10,896 | $2.1M |
| RCS Financial Planning, LLC | 0.90% | Add +4.0% | 10,889 | $2.1M |
| Verum Partners LLC | 0.42% | Reduce -0.6% | 10,874 | $2.1M |
| Nixon Peabody Trust Co. | 0.16% | Add +1.7% | 10,865 | $2.1M |
| Greenspring Advisors, LLC | 0.13% | Add +678.1% | 10,785 | $2.1M |
| Fortitude Advisory Group L.L.C. | 0.87% | Add +9.6% | 10,777 | $2.1M |
| Bernardo Wealth Planning LLC | 0.39% | Reduce -0.5% | 10,753 | $2.1M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -95.4% | 10,714 | $2.0M |
| Paragon Private Wealth Management, LLC | 0.63% | Reduce -6.9% | 10,711 | $2.0M |
| rebel Financial LLC | 0.87% | Add +0.0% | 10,707 | $2.0M |
| Cooke Wealth Management, LLC | 1.78% | — | 10,320 | $2.0M |
| Confluence Wealth Services, Inc. | 0.08% | Add +2.2% | 10,673 | $2.0M |
| Capital Asset Advisory Services LLC | 0.08% | Add +7.4% | 10,344 | $2.0M |
| Wiser Advisor Group LLC | 2.32% | Add +0.6% | 10,607 | $2.0M |
| Leavell Investment Management, Inc. | 0.08% | Add +1.5% | 10,603 | $2.0M |
| Blueprint Financial Advisors LLC | 0.31% | Reduce -34.5% | 10,557 | $2.0M |
| Covenant Asset Management, LLC | 0.39% | Reduce -1.3% | 10,557 | $2.0M |
| Ashton Thomas Securities, LLC | 0.38% | Add +1.8% | 10,543 | $2.0M |
| Avalon Capital Management | 0.48% | New | 10,541 | $2.0M |
| Weaver Consulting Group | 0.49% | Add +121.9% | 10,536 | $2.0M |
| WASHINGTON TRUST Co | 0.07% | Reduce -4.3% | 10,443 | $2.0M |
| Parsonex Advisory Services, Inc. | 1.27% | Add +2.2% | 10,409 | $2.0M |
| RCW Management, LLC | 2.01% | — | 10,404 | $2.0M |
| Millington Financial Advisors, LLC | 0.88% | Add +1.6% | 9,600 | $2.0M |
| FFT Wealth Management LLC | 0.38% | Reduce -13.1% | 10,319 | $2.0M |
| McClarren Financial Advisors, Inc. | 1.17% | Reduce -35.1% | 6,735 | $2.0M |
| Patriot Investment Management Group, Inc. | 0.12% | Add +10.0% | 10,297 | $2.0M |
| Blodgett Wealth Advisors, LLC | 1.37% | Add +1.3% | 10,293 | $2.0M |
| McKinley Carter Wealth Services, Inc. | 0.11% | Add +2.3% | 10,292 | $2.0M |
| Jackson Hole Capital Partners, LLC | 0.34% | No change | 10,263 | $2.0M |
| Brown Brothers Harriman & Co. | 0.01% | Add +166.3% | 10,257 | $2.0M |
| Circle Wealth Management, LLC | 0.03% | No change | 10,101 | $1.9M |
| Sollinda Capital Management LLC | 0.49% | New | 10,096 | $1.9M |
| Stone Loft Wealth Management LLC | 1.80% | — | 10,063 | $1.9M |
| Theory Financial LLC | 0.64% | Reduce -19.6% | 9,630 | $1.9M |
| Pekin Hardy Strauss, Inc. | 0.18% | Add +22.7% | 9,995 | $1.9M |
| Crews Bank & Trust | 0.27% | Add +4.8% | 9,972 | $1.9M |
| Alpha Cubed Investments, LLC | 0.07% | Reduce -1.7% | 9,954 | $1.9M |
| North Ridge Wealth Advisors, Inc. | 1.06% | No change | 9,933 | $1.9M |
| Truepoint, Inc. | 0.04% | Reduce -0.6% | 9,926 | $1.9M |
| DMKC Advisory Services, LLC | 0.83% | No change | 9,907 | $1.9M |
| Tillman Hartley LLC | 0.47% | Add +2.4% | 9,898 | $1.9M |
| Institute for Wealth Management, LLC. | 0.20% | Reduce -2.8% | 9,867 | $1.9M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.34% | Reduce -3.1% | 9,843 | $1.9M |
| Lifeworks Advisors, LLC | 0.24% | Reduce -9.8% | 9,842 | $1.9M |
| Bridges Investment Management Inc. | 0.02% | Add +23.9% | 9,832 | $1.9M |
| Atlas Legacy Advisors, LLC | 0.33% | Add +6.8% | 9,831 | $1.9M |
| Seek First Inc. | 1.28% | Reduce -1.3% | 9,755 | $1.9M |
| Investors Portfolio Services LLC | 1.68% | — | 9,751 | $1.9M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.04% | Reduce -4.9% | 9,692 | $1.9M |
| Rollins Financial Advisors, LLC | 0.27% | Reduce -2.9% | 9,618 | $1.8M |
| Key Financial Inc | 0.33% | Add +2.5% | 9,605 | $1.8M |
| Ehrlich Financial Group | 1.04% | Reduce -2.2% | 9,604 | $1.8M |
| Integrated Advisors Network LLC | 0.08% | Add +1.2% | 9,601 | $1.8M |
| BOS Asset Management, LLC | 0.49% | Add +0.1% | 9,595 | $1.8M |
| Salus Financial Advisors, LLC | 1.10% | No change | 9,593 | $1.8M |
| Bison Wealth, LLC | 0.21% | Reduce -92.6% | 9,415 | $1.8M |
| Tritonpoint Wealth, LLC | 0.18% | Reduce -31.2% | 9,487 | $1.8M |
| Accurate Wealth Management, LLC | 0.23% | Add +0.3% | 9,193 | $1.8M |
| Disciplined Investors, L.L.C. | 1.18% | Add +1.6% | 9,458 | $1.8M |
| Diversify Wealth Management, LLC | 0.08% | Add +10.2% | 9,153 | $1.8M |
| Scotia Capital Inc. | 0.01% | Add +4.1% | 9,419 | $1.8M |
| Quadrant Capital Group LLC | 0.05% | Add +8.5% | 9,402 | $1.8M |
| Bay Capital Advisors, LLC | 1.09% | Reduce -0.2% | 9,380 | $1.8M |
| Camelot Portfolios, LLC | 1.11% | Reduce -19.7% | 9,356 | $1.8M |
| Stokes Family Office, LLC | 0.16% | New | 9,318 | $1.8M |
| Montecito Bank & Trust | 0.28% | Add +20.8% | 9,286 | $1.8M |
| Squire Investment Management Company, LLC | 0.53% | Add +7.8% | 9,237 | $1.8M |
| RiverFront Investment Group, LLC | 0.03% | Reduce -1.5% | 9,236 | $1.8M |
| Badgley Phelps Wealth Managers, LLC | 0.03% | Add +28.8% | 9,212 | $1.8M |
| Summit Financial Strategies, Inc. | 0.14% | Add +10.1% | 9,206 | $1.8M |
| Haverford Trust Co | 0.02% | Reduce -5.5% | 9,203 | $1.8M |
| Planning Directions Inc. | 0.88% | Add +2.4% | 9,177 | $1.8M |
| Cambiar Investors LLC | 0.08% | Add +182.5% | 9,150 | $1.7M |
| Roffman Miller Associates Inc. | 0.10% | Add +0.5% | 9,125 | $1.7M |
| First Trust Advisors LP | 0.00% | Reduce -3.0% | 9,113 | $1.7M |
| Princeton Global Asset Management LLC | 0.28% | Reduce -1.9% | 9,079 | $1.7M |
| Hegarty Advisors, LLC | 1.50% | — | 9,069 | $1.7M |
| Sandy Cove Advisors, LLC | 0.51% | Reduce -1.4% | 9,069 | $1.7M |
| Daymark Wealth Partners, LLC | 0.05% | Reduce -12.1% | 8,986 | $1.7M |
| Alpha Zero LLC | 0.94% | Reduce -8.5% | 8,963 | $1.7M |
| CDKV Holdings LLC | 1.43% | — | 8,926 | $1.7M |
| Canvas Wealth Advisors, LLC | 0.29% | Reduce -27.8% | 8,900 | $1.7M |
| 4Thought Financial Group Inc. | 0.84% | Add +192.7% | 8,891 | $1.7M |
| Sonoma Private Wealth LLC | 2.05% | Add +4.9% | 8,891 | $1.7M |
| Iowa State Bank | 0.32% | No change | 8,891 | $1.7M |
| American Trust | 0.14% | Reduce -73.8% | 8,879 | $1.7M |
| Millennium Management | 0.00% | Add +7.9% | 8,835 | $1.7M |
| International Assets Investment Management, LLC | 0.11% | Reduce -0.1% | 8,766 | $1.7M |
| Fisher Asset Management | 0.00% | Add +8.0% | 8,764 | $1.7M |
| World Equity Group, Inc. | 0.47% | Add +13.8% | 8,748 | $1.7M |
| Caldwell Trust Co | 0.15% | No change | 8,744 | $1.7M |
| Davis R M Inc. | 0.03% | Add +4.6% | 8,744 | $1.7M |
| Pinnacle Financial Group, LLC / IL | 0.48% | Add +18.1% | 8,743 | $1.7M |
| SBI Securities Co., Ltd. | 0.04% | Reduce -0.6% | 8,740 | $1.7M |
| CRA Financial Services, LLC | 0.22% | Reduce -2.3% | 8,739 | $1.7M |
| Retirement Guys Formula LLC | 0.76% | Add +15.8% | 8,973 | $1.7M |
| Bridgewater Advisors Inc. | 0.11% | Reduce -1.0% | 8,339 | $1.7M |
| Astra Wealth Partners LLC | 1.01% | Reduce -1.6% | 8,621 | $1.6M |
| SIMA Wealth Partners, LLC | 1.25% | Add +0.1% | 8,616 | $1.6M |
| Fiduciary Alliance LLC | 0.11% | Add +19.8% | 8,584 | $1.6M |
| Keystone Wealth Services, LLC | 0.34% | Reduce -5.0% | 8,530 | $1.6M |
| Soltis Investment Advisors LLC | 0.11% | Reduce -4.1% | 8,516 | $1.6M |
| Curated Wealth Partners LLC | 0.18% | Add +0.1% | 8,512 | $1.6M |
| Destiny Wealth Partners, LLC | 0.19% | Reduce -3.1% | 8,183 | $1.6M |
| Gerber Kawasaki Wealth & Investment Management | 0.06% | Reduce -0.0% | 8,470 | $1.6M |
| Causey Wealth LLC | 0.73% | Reduce -4.1% | 8,449 | $1.6M |
| Arbor Wealth Management LLC\AZ | 1.25% | — | 8,433 | $1.6M |
| Legacy Capital Wealth Partners, LLC | 0.35% | Add +0.1% | 8,429 | $1.6M |
| Guardian Asset Advisors, LLC | 0.84% | Add +3.1% | 8,410 | $1.6M |
| Summit Financial Wealth Advisors, LLC | 0.23% | Add +3.6% | 8,409 | $1.6M |
| Wingate Wealth Advisors, Inc. | 0.90% | Reduce -0.5% | 8,401 | $1.6M |
| Flywheel Private Wealth LLC | 1.00% | Add +0.1% | 8,394 | $1.6M |
| Orcam Financial Group | 1.20% | Reduce -0.6% | 8,384 | $1.6M |
| Wesbanco Bank Inc. | 0.04% | Add +11.9% | 8,363 | $1.6M |
| Michels Family Financial, LLC | 1.17% | Add +2.4% | 8,356 | $1.6M |
| Pension & Wealth Management Advisors, Inc. | 0.47% | No change | 8,326 | $1.6M |
| MidAtlantic Capital Management, Inc. | 1.01% | Add +3.3% | 8,296 | $1.6M |
| Wolff Financial Management LLC | 0.36% | Add +1.5% | 8,289 | $1.6M |
| Calton & Associates, Inc. | 0.23% | Reduce -7.0% | 8,258 | $1.6M |
| Charis Legacy Partners, LLC | 2.33% | Reduce -15.3% | 8,252 | $1.6M |
| Capital Advisors Wealth Management, LLC | 0.21% | Reduce -0.3% | 8,248 | $1.6M |
| RS Crum Inc. | 0.31% | Reduce -1.2% | 8,200 | $1.6M |
| Embree Financial Group | 0.19% | Reduce -4.4% | 8,195 | $1.6M |
| Trust Co. of Vermont | 0.07% | Add +3.7% | 8,152 | $1.6M |
| GTS Securities LLC | 0.05% | Reduce -20.6% | 8,127 | $1.6M |
| Colonial Trust Co / SC | 0.21% | Reduce -1.0% | 8,118 | $1.6M |
| BBR Partners, LLC | 0.08% | No change | 8,092 | $1.5M |
| Columbus Macro, LLC | 0.17% | Add +1.0% | 8,082 | $1.5M |
| Hopwood Financial Services, Inc. | 1.08% | Add +0.5% | 8,056 | $1.5M |
| New England Private Wealth Advisors LLC | 0.19% | Reduce -4.2% | 8,052 | $1.5M |
| Maseco LLP | 0.07% | New | 8,047 | $1.5M |
| Coppell Advisory Solutions LLC | 0.15% | Add +0.5% | 7,968 | $1.5M |
| Woodside Wealth Management LLC | 1.14% | Reduce -0.1% | 7,981 | $1.5M |
| Taylor Hoffman Capital Management LLC | 0.46% | Add +0.0% | 7,976 | $1.5M |
| Advocate Group LLC | 0.25% | No change | 7,948 | $1.5M |
| Synergy Investment Management, LLC | 0.54% | Reduce -4.2% | 7,932 | $1.5M |
| Ally Invest Advisors Inc. | 0.10% | Add +7.7% | 7,932 | $1.5M |
| Tennessee Valley Asset Management Partners | 0.20% | Add +2.9% | 7,890 | $1.5M |
| Galvin, Gaustad & Stein, LLC | 0.12% | Add +12.6% | 7,870 | $1.5M |
| Summit Investment Advisory Services, LLC | 0.57% | Add +0.3% | 7,857 | $1.5M |
| Keb Asset Management, LLC | 0.30% | Reduce -6.7% | 7,814 | $1.5M |
| PGIM Custom Harvest LLC | 0.02% | Reduce -1.1% | 7,797 | $1.5M |
| Cozad Asset Management Inc. | 0.12% | Reduce -0.3% | 7,792 | $1.5M |
| RDA Financial Network | 0.36% | Add +3.2% | 7,787 | $1.5M |
| Daybright Advisory Services, Inc. | 0.40% | — | 7,784 | $1.5M |
| Wealth Alliance, LLC | 0.15% | Add +4.2% | 7,772 | $1.5M |
| Helium Advisors LLC | 1.50% | Reduce -1.2% | 7,753 | $1.5M |
| Graney & King, LLC | 0.86% | No change | 7,679 | $1.5M |
| Index Fund Advisors, Inc. | 0.07% | Reduce -0.2% | 7,667 | $1.5M |
| Capital Management Associates, Inc | 0.32% | Add +0.3% | 7,650 | $1.5M |
| Pine Harbor Wealth Management, LLC | 0.45% | Reduce -3.8% | 7,632 | $1.5M |
| CFS Investment Advisory Services, LLC | 0.11% | Add +1.0% | 7,613 | $1.5M |
| Allied Investment Advisors, LLC | 0.22% | Reduce -8.2% | 7,606 | $1.5M |
| Asset One Wealth Management LLC | 0.20% | — | 7,209 | $1.5M |
| Clearwave Capital, LLC | 1.07% | — | 7,561 | $1.4M |
| Baker Boyer National Bank | 0.44% | Add +2.5% | 7,547 | $1.4M |
| May Hill Capital, LLC | 0.39% | Reduce -0.8% | 7,543 | $1.4M |
| Community Trust & Investment Co. | 0.08% | Reduce -1.6% | 7,530 | $1.4M |
| Financial Perspectives, Inc | 0.38% | Add +10.4% | 7,467 | $1.4M |
| Fortis Capital Advisors, LLC | 0.21% | Add +5.0% | 7,433 | $1.4M |
| Victory Financial Group, LLC | 0.18% | Add +3.0% | 7,427 | $1.4M |
| Chatham Capital Group, Inc. | 0.20% | Add +2.4% | 7,388 | $1.4M |
| Lynch Investment Planning, LLC | 1.35% | — | 7,359 | $1.4M |
| Intrua Financial, LLC | 0.15% | Add +41.6% | 7,355 | $1.4M |
| Massachusetts Financial Services Co. | 0.00% | Add +171.0% | 7,336 | $1.4M |
| Ted Buchan & Co | 0.51% | Reduce -10.2% | 7,330 | $1.4M |
| BLVD Private Wealth, LLC | 1.22% | Add +15.5% | 7,315 | $1.4M |
| Founders Financial Alliance, LLC | 0.26% | Reduce -5.1% | 7,275 | $1.4M |
| MTM Investment Management, LLC | 0.44% | Reduce -1.0% | 7,239 | $1.4M |
| Freedom Financial Partners LLC | 0.50% | Add +0.5% | 7,220 | $1.4M |
| Mission Creek Capital Partners, Inc. | 0.28% | Add +4.7% | 7,210 | $1.4M |
| Ballast Rock Private Wealth LLC | 0.86% | — | 7,183 | $1.4M |
| Marks Group Wealth Management, Inc | 0.13% | No change | 7,172 | $1.4M |
| Beese Fulmer Investment Management, Inc. | 0.09% | Add +29.6% | 7,261 | $1.4M |
| Capital World Investors | 0.00% | Add +76.6% | 7,094 | $1.4M |
| Hoxton Planning & Management, LLC | 0.41% | Reduce -0.8% | 7,142 | $1.4M |
| Amplius Wealth Advisors, LLC | 0.11% | Add +1.6% | 7,135 | $1.4M |
| Journey Advisory Group, LLC | 0.11% | Reduce -5.2% | 7,128 | $1.4M |
| Walkner Condon Financial Advisors LLC | 0.19% | Add +0.9% | 7,110 | $1.4M |
| Wealth Enhancement Trust Services, Inc. | 0.17% | — | 7,105 | $1.4M |
| Colorado Capital Management, Inc. | 0.51% | Reduce -16.0% | 7,084 | $1.4M |
| InTrack Investment Management Inc | 0.75% | Add +0.5% | 7,050 | $1.3M |
| Obermeyer Wealth Partners | 0.06% | Reduce -3.3% | 7,048 | $1.3M |
| Rockwood Wealth Management, LLC | 0.10% | Add +18.5% | 7,042 | $1.3M |
| Alteri Wealth LLC | 0.43% | Add +42.5% | 7,027 | $1.3M |
| Evolution Wealth Advisors, LLC | 0.13% | No change | 7,010 | $1.3M |
| Midwest Financial Group LLC | 0.59% | Add +33.6% | 6,986 | $1.3M |
| Foster & Motley Inc. | 0.07% | Add +3.0% | 6,981 | $1.3M |
| Gladwyn Financial Advisors, Inc. | 0.93% | Add +0.9% | 6,943 | $1.3M |
| Ponta Wealth Partners, LLC | 1.23% | — | 6,936 | $1.3M |
| Maripau Wealth Management LLC | 0.61% | Add +3.7% | 6,934 | $1.3M |
| Geometric Wealth Advisors | 0.17% | Reduce -0.8% | 6,934 | $1.3M |
| Essex LLC | 0.23% | Add +0.9% | 6,926 | $1.3M |
| Aegis Wealth Management LLC | 0.75% | Reduce -65.0% | 6,902 | $1.3M |
| Forum Financial Management, LP | 0.02% | Reduce -13.0% | 6,900 | $1.3M |
| Fairman Group, LLC | 1.05% | Add +1.0% | 6,897 | $1.3M |
| Legacy Advisors, LLC | 0.14% | Add +7.2% | 6,874 | $1.3M |
| TRUE Private Wealth Advisors | 0.13% | Add +1.4% | 6,860 | $1.3M |
| Burns J W & Co. Inc. | 0.14% | Reduce -5.0% | 6,859 | $1.3M |
| Austin Wealth Management, LLC | 0.19% | Add +184.4% | 6,659 | $1.3M |
| Vawter Financial, Ltd. | 0.55% | Add +0.2% | 6,808 | $1.3M |
| KLCM Advisors, Inc. | 0.11% | New | 6,797 | $1.3M |
| Purkiss Capital Advisors LLC | 0.61% | Reduce -2.8% | 6,778 | $1.3M |
| Compass Capital Management, Inc. | 0.07% | Add +33.5% | 6,777 | $1.3M |
| Equity Wealth Partners, LLC | 0.83% | Reduce -14.1% | 6,734 | $1.3M |
| Compass Capital Corp. /Ma/ | 0.49% | Reduce -7.6% | 6,246 | $1.3M |
| Capital International Investors | 0.00% | Add +91.0% | 6,679 | $1.3M |
| Fidelis Capital Partners, LLC | 0.09% | Reduce -0.2% | 6,727 | $1.3M |
| Range Advisory, LLC | 0.33% | — | 6,724 | $1.3M |
| Roberts Glore & Co. Inc. | 0.34% | No change | 6,717 | $1.3M |
| Wells Financial Advisors INC | 2.44% | Reduce -42.1% | 6,715 | $1.3M |
| Capstone Wealth Management Group LLC | 0.77% | Add +2.5% | 6,699 | $1.3M |
| WP Advisors, LLC | 0.32% | Add +3.9% | 6,659 | $1.3M |
| Pacific Capital Wealth Advisors, Inc. | 0.22% | Add +206.6% | 6,637 | $1.3M |
| Aspen Capital Management, LLC | 0.31% | Reduce -0.9% | 6,620 | $1.3M |
| Level Wealth Management LLC | 0.64% | Add +252.1% | 6,560 | $1.3M |
| Operose Advisors LLC | 0.29% | Add +0.2% | 6,552 | $1.3M |
| Selective Wealth Management, Inc. | 0.39% | Add +0.1% | 6,278 | $1.2M |
| Platform Technology Partners | 0.27% | Add +0.3% | 6,517 | $1.2M |
| GuidedMoney, LLC | 0.66% | — | 6,511 | $1.2M |
| Cohen Investment Advisors LLC | 0.57% | Add +4.5% | 6,507 | $1.2M |
| Global Financial Private Client, LLC | 0.43% | Reduce -1.8% | 6,492 | $1.2M |
| Wealthcare Capital Partners, LLC | 0.58% | Add +7.5% | 6,489 | $1.2M |
| Evernest Financial Advisors, LLC | 0.26% | Add +1.4% | 6,013 | $1.2M |
| Kohmann Bosshard Financial Services, LLC | 0.11% | Add +0.7% | 6,481 | $1.2M |
| Liberty Square Wealth Partners LLC | 0.35% | Reduce -0.8% | 6,473 | $1.2M |
| Pinnacle Bancorp, Inc. | 0.36% | Reduce -2.3% | 6,467 | $1.2M |
| Noesis Capital Mangement Corp. | 0.18% | Add +14.2% | 6,460 | $1.2M |
| Wimmer Associates 1, LLC | 0.57% | Add +1.2% | 6,381 | $1.2M |
| Wealth Management Partners, LLC | 0.35% | Reduce -4.1% | 6,364 | $1.2M |
| Pecaut & Co. | 0.39% | Add +1.3% | 6,355 | $1.2M |
| Vaughan David Investments LLC | 0.03% | Add +3.0% | 6,338 | $1.2M |
| Ardent Capital Management, Inc. | 0.48% | No change | 6,315 | $1.2M |
| Teachers Insurance & Annuity Association of America | 1.41% | No change | 6,293 | $1.2M |
| New Wave Wealth Advisors LLC | 0.44% | Reduce -50.6% | 6,241 | $1.2M |
| CVA Family Office, LLC | 0.14% | Reduce -1.7% | 6,225 | $1.2M |
| Gerber, LLC | 0.66% | Add +7.5% | 6,193 | $1.2M |
| Baring Financial LLC | 0.72% | Add +4.6% | 6,186 | $1.2M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -17.9% | 6,178 | $1.2M |
| Independent Wealth Advisors LLC | 1.23% | — | 6,176 | $1.2M |
| Smithfield Trust Co | 0.05% | Reduce -2.0% | 6,198 | $1.2M |
| Rathbones Group PLC | 0.00% | Add +1.9% | 6,163 | $1.2M |
| Crescent Grove Advisors, LLC | 0.11% | Add +0.1% | 6,152 | $1.2M |
| Advisor OS, LLC | 0.09% | Add +10.1% | 6,135 | $1.2M |
| CORDA Investment Management, LLC. | 0.08% | Reduce -5.0% | 6,092 | $1.2M |
| Mraz, Amerine & Associates, Inc. | 0.17% | Reduce -3.1% | 6,088 | $1.2M |
| Magnolia Private Wealth, LLC | 0.81% | Reduce -2.7% | 6,061 | $1.2M |
| National Wealth Management Group, LLC | 0.40% | Add +125.5% | 6,043 | $1.2M |
| AMG National Trust Bank | 0.03% | Reduce -0.9% | 6,022 | $1.2M |
| Roman Butler Fullerton & Co. | 0.30% | Reduce -8.9% | 5,781 | $1.1M |
| Breakwater Investment Management | 0.42% | Add +17.2% | 6,013 | $1.1M |
| GeoWealth Management, LLC | 0.04% | Reduce -17.1% | 6,001 | $1.1M |
| Fort Sheridan Advisors LLC | 0.15% | Add +1.5% | 5,997 | $1.1M |
| Asset Advisory Group, Inc. | 0.57% | — | 5,994 | $1.1M |
| Brave Asset Management Inc. | 0.27% | Add +1.4% | 5,994 | $1.1M |
| Unconventional Investor, LLC | 0.54% | Add +1.0% | 5,984 | $1.1M |
| Cannon Financial Strategists, Inc. | 0.16% | Add +2.1% | 5,963 | $1.1M |
| Trust Co. of Toledo NA | 0.11% | Add +4.9% | 5,956 | $1.1M |
| Transamerica Financial Advisors, LLC | 0.09% | Add +47.2% | 5,950 | $1.1M |
| Checchi Capital Advisers, LLC | 0.08% | Add +0.1% | 5,942 | $1.1M |
| KG Capital Management | 0.29% | Add +12.0% | 5,909 | $1.1M |
| Dara Capital Us, Inc. | 1.00% | — | 5,905 | $1.1M |
| Rather & Kittrell, Inc. | 0.18% | No change | 5,893 | $1.1M |
| Aspen Wealth Management LLC | 0.24% | No change | 5,890 | $1.1M |
| Keener Financial Planning LLC | 0.49% | Add +1.2% | 5,881 | $1.1M |
| Elevated Financial Group LLC | 0.39% | — | 5,852 | $1.1M |
| Englebert Financial Advisers, LLC | 1.28% | — | 5,833 | $1.1M |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +0.1% | 5,831 | $1.1M |
| Buck Wealth Strategies, LLC | 0.14% | Reduce -15.6% | 5,825 | $1.1M |
| Battery Global Advisors, LLC | 0.52% | Reduce -39.8% | 3,680 | $1.1M |
| Copia Wealth Management | 0.79% | Reduce -1.9% | 5,812 | $1.1M |
| Southland Equity Partners LLC | 0.22% | Add +0.9% | 5,805 | $1.1M |
| Good Harbor Advisors, Inc. | 1.29% | — | 5,792 | $1.1M |
| MB Generational Wealth, LLC | 0.58% | No change | 5,781 | $1.1M |
| Lanark Financial, Inc. | 0.08% | Reduce -13.1% | 5,763 | $1.1M |
| Osprey Private Wealth LLC | 0.32% | New | 5,757 | $1.1M |
| Abbot Financial Management, Inc. | 0.45% | Reduce -3.9% | 5,740 | $1.1M |
| Conrad Siegel Investment Advisors, Inc. | 0.21% | Reduce -4.9% | 5,735 | $1.1M |
| Retirement Income Solutions, Inc. | 0.19% | Reduce -0.5% | 5,730 | $1.1M |
| TrustBank | 0.46% | — | 5,728 | $1.1M |
| Security National Bank of So Dak | 0.54% | Add +1.1% | 5,719 | $1.1M |
| Bedel Financial Consulting, Inc. | 0.12% | Add +1.1% | 5,715 | $1.1M |
| Advance Capital Management, Inc. | 0.05% | Reduce -19.5% | 5,698 | $1.1M |
| Gould Asset Management LLC | 0.19% | Add +7.7% | 5,682 | $1.1M |
| Navis Wealth Advisors, LLC | 0.46% | Add +294.2% | 5,657 | $1.1M |
| Approach Retirement Advisors, LLC | 0.93% | — | 5,632 | $1.1M |
| Berkeley Capital Partners, LLC | 0.25% | Add +0.5% | 5,632 | $1.1M |
| Round Rock Advisors LLC | 0.16% | Add +2.5% | 5,625 | $1.1M |
| Inspirion Wealth Advisors, LLC | 0.13% | Reduce -0.1% | 5,624 | $1.1M |
| Aurelius Family Office LLC | 0.46% | Reduce -6.3% | 5,511 | $1.1M |
| MJP Associates Inc. | 0.13% | Add +9.3% | 5,616 | $1.1M |
| Alesco Advisors, LLC, An ESL Co | 0.03% | Reduce -0.9% | 5,616 | $1.1M |
| Creekside Partners | 0.45% | Add +0.1% | 5,608 | $1.1M |
| Redwood Financial Network Corp | 0.68% | Reduce -8.9% | 5,608 | $1.1M |
| Bull Oak Capital, LLC | 0.44% | No change | 5,606 | $1.1M |
| Cedar Mountain Advisors, LLC | 0.21% | No change | 5,606 | $1.1M |
| Veltria Advisors Corp. | 4.66% | No change | 5,388 | $1.1M |
| First National Trust Co | 0.04% | Add +0.6% | 5,593 | $1.1M |
| Latitude Advisors, LLC | 0.47% | Add +2.5% | 5,546 | $1.1M |
| Capital Investment Counsel, LLC | 0.15% | Add +0.7% | 5,541 | $1.1M |
| J. Derek Lewis & Associates Inc. | 0.25% | — | 5,540 | $1.1M |
| Verity Asset Management, Inc. | 0.45% | Reduce -49.6% | 5,537 | $1.1M |
| Brown Miller Wealth Management, LLC | 0.29% | No change | 5,535 | $1.1M |
| Stratos Investment Management, LLC | 0.04% | Reduce -0.8% | 5,533 | $1.1M |
| InvesTrust | 0.41% | Add +3.7% | 5,523 | $1.1M |
| Briggs Wealth Management, Inc | 1.13% | — | 5,518 | $1.1M |
| Libra Wealth LLC | 0.29% | Add +2.2% | 5,518 | $1.1M |
| Silver Grove Financial Group, Inc. | 0.91% | Add +2.4% | 5,516 | $1.1M |
| BridgePort Financial Solutions, LLC | 0.28% | Reduce -2.7% | 5,498 | $1.1M |
| Entrewealth, LLC | 0.47% | Add +353.8% | 5,082 | $1.0M |
| Rede Wealth, LLC | 0.36% | New | 5,487 | $1.0M |
| Patron Partners, LLC | 0.46% | Reduce -0.4% | 5,456 | $1.0M |
| Golden State Wealth Management, LLC | 0.11% | Reduce -1.0% | 5,446 | $1.0M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.36% | Add +67925.0% | 5,442 | $1.0M |
| KPP Advisory Services LLC | 0.15% | Add +3.5% | 5,423 | $1.0M |
| Strathmore Capital Advisors, Inc. | 0.34% | New | 5,419 | $1.0M |
| Hudock, Inc. | 0.15% | Add +4.1% | 5,405 | $1.0M |
| Barry Investment Advisors, LLC | 0.23% | Reduce -3.1% | 5,397 | $1.0M |
| Peak Financial Management, Inc. | 0.27% | Reduce -3.4% | 5,385 | $1.0M |
| Accelerate Investment Advisors LLC | 0.69% | Reduce -6.8% | 5,378 | $1.0M |
| Serenus Wealth Advisors, LLC | 0.20% | Add +0.3% | 5,359 | $1.0M |
| Ballast Financial Advisors LLC | 1.05% | — | 5,357 | $1.0M |
| Strategic Wealth Partners, Ltd. | 0.07% | Add +118.2% | 5,311 | $1.0M |
| Brown, Lisle/Cummings, Inc. | 0.25% | No change | 5,307 | $1.0M |
| Armbruster Capital Management, Inc. | 0.17% | No change | 5,305 | $1.0M |
| NorthRock Partners, LLC | 0.02% | Reduce -7.2% | 5,302 | $1.0M |
| Engineers Gate Manager LP | 0.01% | Reduce -48.1% | 5,299 | $1.0M |
| 626 Financial, LLC | 0.44% | No change | 5,287 | $1.0M |
| Oak Wealth Advisors LLC | 0.58% | Reduce -6.6% | 5,284 | $1.0M |
| Annandale Capital, LLC | 0.16% | No change | 5,261 | $1.0M |
| Maridea Wealth Management LLC | 0.15% | Reduce -53.9% | 5,238 | $1.0M |
| LaFleur & Godfrey LLC | 0.12% | Add +11.1% | 5,233 | $999K |
| Thompson Davis & Co., Inc. | 0.60% | Add +14.9% | 5,232 | $999K |
| Odyssey Capital Advisors, Inc. | 0.89% | — | 5,225 | $998K |
| O'Connor Financial Group LLC | 0.40% | Add +0.0% | 5,043 | $997K |
| FC Advisory LLC | 0.29% | Add +2.8% | 5,211 | $995K |
| Bowman & Co S.C. | 0.42% | Reduce -3.2% | 5,196 | $992K |
| Johnson Wealth Management, LLC | 0.49% | No change | 5,195 | $992K |
| Caitlin John, LLC | 0.65% | Reduce -1.5% | 5,168 | $987K |
| Longview Financial Advisors, Inc. | 0.67% | Add +0.0% | 5,157 | $985K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.07% | Add +16.2% | 5,145 | $983K |
| Ofc Financial Planning, LLC | 0.93% | Reduce -0.1% | 5,144 | $983K |
| 1ST Source Bank | 0.05% | Reduce -4.8% | 5,143 | $982K |
| Cibc World Market Inc. | 0.00% | Reduce -10.6% | 5,138 | $981K |
| ORG Partners LLC | 0.18% | Reduce -2.5% | 5,126 | $980K |
| Essex Bank | 0.21% | No change | 5,127 | $979K |
| Ferguson Wellman Capital Management, Inc. | 0.02% | Add +19.0% | 5,124 | $979K |
| Elgethun Capital Management | 0.17% | New | 5,116 | $977K |
| Atticus Wealth Management, LLC | 0.24% | No change | 5,114 | $977K |
| Alaska Wealth Advisors, LLC | 0.12% | Add +0.3% | 5,097 | $973K |
| Impact Capital Partners LLC | 0.29% | Add +73.3% | 5,075 | $969K |
| James J. Burns & Company, LLC | 0.13% | Add +1.9% | 5,073 | $969K |
| Anchyra Partners LLC | 0.30% | — | 5,062 | $967K |
| HBW Advisory Services LLC | 0.10% | Reduce -0.4% | 5,059 | $966K |
| Onyx Bridge Wealth Group LLC | 0.10% | Add +2.2% | 5,054 | $965K |
| Cordgrass Capital Advisors, LLC | 0.23% | Add +97.7% | 5,054 | $965K |
| Silver Oak Advisory Group, Inc. | 0.44% | Reduce -1.2% | 5,051 | $964K |
| TruNorth Capital Management, LLC | 0.18% | Reduce -0.7% | 5,039 | $962K |
| Vantage Financial Partners, LLC | 0.20% | Add +2.3% | 5,029 | $960K |
| Heritage Wealth Management, Inc. | 0.62% | Reduce -45.9% | 5,025 | $960K |
| TFC Financial Management, Inc. | 0.12% | Add +0.1% | 5,019 | $959K |
| Rf&l Wealth Management, LLC | 0.54% | Add +1.2% | 5,018 | $958K |
| C M Bidwell & Associates Ltd. | 0.45% | Reduce -0.5% | 5,016 | $958K |
| Ariston Services Group | 0.56% | Add +13.3% | 5,009 | $957K |
| Fairscale Capital, LLC | 0.63% | No change | 4,991 | $953K |
| Heritage Investment Group, Inc. | 0.15% | Reduce -0.4% | 4,991 | $953K |
| Colter Lewis Investment Partners LLC | 1.10% | — | 4,985 | $952K |
| Western Reserve Capital Management, LLC | 0.89% | — | 4,976 | $950K |
| Sutton Place Investors LLC | 0.52% | Add +0.1% | 4,973 | $950K |
| Petix & Botte Co | 0.21% | Add +3.9% | 4,962 | $948K |
| River Wealth Advisors LLC | 0.11% | Reduce -5.8% | 4,943 | $944K |
| Howe & Rusling Inc. | 0.06% | Add +3.7% | 4,938 | $943K |
| Apollon Financial, LLC | 0.14% | Reduce -7.9% | 4,928 | $941K |
| Texas Bank & Trust Co | 0.34% | No change | 4,918 | $939K |
| Lumbard & Kellner, LLC | 0.33% | No change | 4,893 | $935K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 4,705 | $933K |
| Capital Asset Managemnet, LLC | 1.03% | — | 4,879 | $932K |
| Graetz Wealth LLC | 0.85% | — | 4,876 | $931K |
| Talisman Wealth Advisors LLC | 0.72% | Reduce -1.2% | 4,861 | $928K |
| Compass Financial Group, Inc. (Ohio) | 0.68% | — | 4,853 | $927K |
| Allred Capital Management, LLC | 0.33% | Add +9.3% | 4,844 | $926K |
| Basecamp Wealth Advisors LLC | 0.20% | — | 4,815 | $920K |
| Baker Tilly Wealth Management, LLC | 0.23% | Reduce -16.1% | 4,787 | $914K |
| Cape Cod Five Cents Savings Bank | 0.08% | No change | 5,212 | $910K |
| Waterfront Wealth Inc. | 0.17% | Add +1.7% | 4,585 | $909K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | Add +112.0% | 4,632 | $909K |
| Jackson, Grant Investment Advisers, Inc. | 0.30% | Add +0.4% | 4,760 | $909K |
| Northwest Bancshares, Inc. | 0.18% | No change | 4,753 | $908K |
| Larry Mathis Financial Planning, LLC | 0.80% | — | 4,745 | $906K |
| Williams Jones Wealth Management, LLC. | 0.01% | Add +9.7% | 4,743 | $906K |
| Guardian Wealth Advisors, LLC / NC | 0.06% | Reduce -6.6% | 4,742 | $906K |
| Investments & Financial Planning, LLC | 0.49% | Reduce -37.2% | 4,736 | $904K |
| Dearborn Partners LLC | 0.05% | No change | 4,729 | $903K |
| Estate Counselors, LLC | 0.08% | Reduce -12.6% | 4,728 | $903K |
| Mars Jewett Financial Group, Inc. | 0.27% | — | 4,355 | $901K |
| Curtis Advisory Group, LLC | 0.19% | Reduce -1.9% | 4,716 | $901K |
| Continuum Wealth Advisors, LLC | 0.35% | Reduce -2.2% | 4,715 | $901K |
| Smith Asset Management Co., LLC | 0.74% | Add +16.7% | 4,700 | $898K |
| CWC Advisors, LLC. | 0.43% | Add +6.2% | 4,693 | $896K |
| Howland Capital Management LLC | 0.03% | Reduce -46.0% | 4,692 | $896K |
| tru Independence LLC | 0.23% | Add +0.8% | 4,673 | $892K |
| Triad Wealth Partners, LLC | 0.08% | Add +2.3% | 4,672 | $892K |
| Hutchens & Kramer Investment Management Group, LLC | 0.31% | Reduce -11.7% | 4,656 | $889K |
| American Money Management, LLC | 0.14% | Add +4.9% | 4,656 | $889K |
| Snider Financial Group | 0.24% | Reduce -14.7% | 4,655 | $889K |
| Calamos Wealth Management LLC | 0.03% | Reduce -9.6% | 4,653 | $889K |
| Galaxy Group Investments LLC | 0.12% | New | 4,640 | $886K |
| Venturi Wealth Management, LLC | 0.04% | Reduce -0.2% | 4,614 | $881K |
| Townsend Asset Management Corp. /NC/ | 0.31% | Reduce -0.2% | 4,578 | $874K |
| Conservest Capital Advisors, Inc. | 0.08% | No change | 4,569 | $873K |
| Buska Wealth Management, LLC | 0.32% | Reduce -10.6% | 4,561 | $871K |
| Sagespring Wealth Partners, LLC | 0.02% | Add +2.1% | 4,554 | $870K |
| Chapman Financial Group, LLC | 0.59% | No change | 4,552 | $869K |
| Tranquility Partners, LLC | 0.31% | Add +16.8% | 4,527 | $865K |
| Aprio Wealth Management, LLC | 0.05% | Add +37.1% | 4,078 | $861K |
| Heritage Wealth Advisors | 0.03% | No change | 4,487 | $857K |
| Zacks Investment Management | 0.01% | Reduce -6.8% | 4,478 | $855K |
| First Community Trust NA | 0.64% | Add +0.9% | 4,461 | $852K |
| Cornerstone Advisors Asset Management, LLC | 0.14% | Add +2.4% | 4,454 | $851K |
| DGS Capital Management, LLC | 0.15% | Add +1.2% | 4,453 | $851K |
| Brian Low Financial Group, LLC | 0.60% | Reduce -9.0% | 4,445 | $849K |
| Caldwell Sutter Capital, Inc. | 0.36% | Reduce -1.9% | 4,434 | $847K |
| Eagle Global Advisors LLC | 0.03% | Add +23.8% | 4,418 | $844K |
| M3 Advisory Group, LLC | 0.51% | Add +0.8% | 4,401 | $841K |
| Outbound Financial Inc | 0.65% | No change | 4,385 | $837K |
| Shufro Rose & Co. LLC | 0.06% | Reduce -2.3% | 4,375 | $836K |
| Foundation Wealth Management, LLC\PA | 0.30% | Reduce -3.6% | 4,347 | $830K |
| Detalus Advisors, LLC | 0.20% | Reduce -0.2% | 4,347 | $830K |
| Heritage Financial Services, LLC | 0.07% | No change | 4,342 | $829K |
| Baker Avenue Asset Management, LP | 0.02% | Add +244.7% | 4,340 | $829K |
| Realta Investment Advisors | 0.27% | Add +63.5% | 4,335 | $828K |
| Valley Forge Investment Consultants Inc. Adv | 0.24% | Add +1.0% | 4,330 | $827K |
| BlueSky Wealth Advisors, LLC | 0.11% | No change | 4,326 | $826K |
| Diligent Investors, LLC | 0.20% | Reduce -1.1% | 4,323 | $826K |
| Linscomb Wealth, Inc. | 0.03% | Reduce -2.4% | 4,322 | $825K |
| Ashford Advisors, LLC | 0.18% | No change | 4,293 | $820K |
| Lam Group, Inc. | 0.47% | Reduce -5.1% | 4,275 | $816K |
| SJS Investment Consulting Inc. | 0.10% | Reduce -1.5% | 4,274 | $816K |
| TritonPoint Partners, LLC | 0.43% | — | 4,257 | $813K |
| Patten Group, Inc. | 0.15% | Reduce -2.8% | 4,251 | $812K |
| Code Waechter LLC | 0.52% | Add +6.2% | 4,248 | $811K |
| Winebrenner Capital Management LLC | 0.54% | Reduce -3.6% | 4,241 | $810K |
| Nova R Wealth, Inc. | 0.29% | New | 4,237 | $809K |
| Catalyst Financial Partners LLC | 0.09% | Add +20.4% | 4,228 | $808K |
| Penobscot Wealth Management | 0.25% | Reduce -0.5% | 4,205 | $803K |
| Fort Point Capital Partners LLC | 0.10% | Add +13.3% | 4,047 | $803K |
| Murphy Pohlad Asset Management LLC | 0.31% | Add +3.6% | 4,197 | $802K |
| Horizon Investment Services, LLC | 0.29% | Reduce -4.4% | 4,190 | $800K |
| Portside Wealth Group, LLC | 0.11% | Add +203.3% | 4,189 | $800K |
| Baron Wealth Management LLC | 0.25% | Add +35.5% | 4,187 | $800K |
| Sound Income Strategies, LLC | 0.04% | Add +51.2% | 4,018 | $797K |
| Lincoln Capital LLC | 0.14% | Add +0.0% | 4,163 | $795K |
| Passive Capital Management, LLC. | 0.25% | No change | 4,153 | $793K |
| J. Safra Sarasin Holding AG | 0.01% | No change | 4,150 | $793K |
| Headinvest, LLC | 0.16% | Reduce -4.6% | 4,146 | $792K |
| Tanglewood Legacy Advisors, LLC | 0.30% | Add +1.6% | 4,145 | $792K |
| Baker Ellis Asset Management LLC | 0.10% | No change | 4,140 | $791K |
| Pacific Point Advisors, LLC | 0.42% | No change | 4,129 | $789K |
| DecisionMap Wealth Management, LLC | 0.49% | Reduce -2.5% | 4,128 | $788K |
| Silverlake Wealth Management LLC | 0.18% | Add +6.6% | 4,123 | $788K |
| Advocate Investing Services LLC | 0.71% | — | 4,121 | $787K |
| Mogy Joel R Investment Counsel Inc. | 0.04% | Reduce -4.1% | 4,115 | $786K |
| Keystone Financial Group, Inc. | 0.41% | Add +0.5% | 4,112 | $785K |
| Uhlmann Price Securities, LLC | 0.47% | Add +0.8% | 4,112 | $785K |
| Richard W. Paul & Associates, LLC | 0.26% | Add +1.7% | 4,107 | $784K |
| Clear Retirement Advice LLC | 0.61% | — | 3,851 | $784K |
| John W. Brooker & Co., CPAs | 1.39% | Add +48.4% | 4,074 | $778K |
| Triangle Securities Wealth Management | 0.16% | Reduce -0.8% | 4,060 | $775K |
| Summit Wealth Partners, LLC | 0.14% | Add +5.2% | 4,044 | $772K |
| Holos Integrated Wealth LLC | 0.43% | No change | 4,003 | $772K |
| Bouchey Financial Group, Ltd. | 0.06% | No change | 4,041 | $772K |
| Stelac Advisory Services LLC | 0.27% | Reduce -22.3% | 4,040 | $772K |
| Insight Inv LLC | 0.43% | No change | 4,030 | $770K |
| Private Client Services, LLC | 0.24% | Add +1.3% | 4,024 | $769K |
| Team Hewins, LLC | 0.25% | No change | 4,010 | $766K |
| Capital Advisors Inc. | 0.01% | Reduce -1.2% | 3,998 | $764K |
| Trail Ridge Investment Advisors, LLC | 0.33% | Reduce -0.4% | 3,989 | $762K |
| Legacy Wealth Managment, LLC | 0.36% | Add +789.3% | 3,975 | $759K |
| Private Management Group Inc. | 0.02% | No change | 3,974 | $759K |
| Elmwood Wealth Management, Inc. | 0.24% | New | 3,973 | $759K |
| Grove Street Fiduciary, LLC | 0.32% | Add +0.0% | 3,969 | $758K |
| Hantz Financial Services, Inc. | 0.01% | Add +31.0% | 3,994 | $758K |
| WPG Advisers, LLC | 0.56% | Add +0.5% | 3,967 | $758K |
| Old Second National Bank of Aurora | 0.15% | Reduce -9.2% | 3,964 | $757K |
| Guardian Capital, LLC | 0.68% | — | 3,949 | $754K |
| TrustWell Financial Advisors, LLC | 0.73% | — | 3,941 | $753K |
| Roehl & Yi Investment Advisors, LLC | 0.30% | Add +3.4% | 3,938 | $752K |
| Capital Group Private Client Services, Inc. | 0.01% | Add +11.2% | 3,930 | $751K |
| Harpswell Capital Advisors, LLC | 0.59% | Reduce -21.9% | 3,925 | $750K |
| Cypress Wealth Services, LLC | 0.10% | Add +8.2% | 3,924 | $749K |
| 1900 Wealth Management LLC | 0.05% | No change | 3,919 | $748K |
| Red Door Wealth Management, LLC | 0.08% | Add +9.6% | 3,913 | $747K |
| Ankerstar Wealth, LLC | 0.74% | — | 3,911 | $747K |
| Hidden Cove Wealth Management, LLC | 0.48% | Reduce -26.9% | 3,909 | $747K |
| CGC Financial Services, LLC | 0.20% | No change | 3,909 | $747K |
| JP Wealth Management, Inc. | 0.53% | No change | 3,900 | $745K |
| Icon Wealth Advisors, LLC | 0.05% | Add +0.3% | 3,895 | $744K |
| SpringVest Wealth Management LLC | 0.52% | Add +1.3% | 3,885 | $742K |
| LMG Wealth Partners, LLC | 0.14% | Add +3.1% | 3,854 | $736K |
| Roxbury Financial LLC | 0.66% | Add +0.4% | 3,853 | $736K |
| One Wealth Advisors, LLC | 0.09% | No change | 3,851 | $736K |
| RPG Investment Advisory, LLC | 0.08% | Add +2.5% | 3,841 | $734K |
| Kavar Capital Partners Group, LLC | 0.10% | Add +0.0% | 3,812 | $728K |
| X-Square Capital, LLC | 0.24% | Reduce -16.4% | 3,811 | $728K |
| Sentinel Pension Advisors, LLC | 0.11% | Add +2.9% | 3,809 | $727K |
| Balanced Rock Investment Advisors LLC | 0.51% | Add +0.2% | 3,792 | $724K |
| Finward Bancorp | 0.56% | Add +4.5% | 3,791 | $724K |
| Northland Securities, Inc. | 0.69% | — | 3,775 | $721K |
| Syntegra Private Wealth Group, LLC | 0.07% | Add +6.8% | 3,773 | $721K |
| Hamilton Point Investment Advisors, LLC | 0.11% | Reduce -6.5% | 3,772 | $720K |
| apricus wealth, LLC | 0.37% | Reduce -0.7% | 3,762 | $719K |
| Twin City Private Wealth, LLC | 0.54% | Reduce -10.7% | 3,758 | $718K |
| Kastel Capital Advisors, LLC | 0.44% | — | 3,754 | $717K |
| Texas Capital Bank Wealth Management Services Inc | 0.04% | Reduce -33.2% | 3,752 | $717K |
| Investmark Advisory Group LLC | 0.30% | Add +0.9% | 3,748 | $716K |
| Johnson Financial Group, LLC | 0.04% | New | 3,743 | $715K |
| W1M Asset Management Ltd | 0.01% | New | 3,742 | $715K |
| Life Planning Partners, Inc | 0.55% | Add +0.0% | 3,725 | $711K |
| Mason Investment Advisory Services, Inc. | 0.03% | Reduce -1.4% | 3,704 | $708K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +4.7% | 3,693 | $705K |
| Thayer Partners, LLC / MA | 0.34% | — | 3,690 | $705K |
| Cypress Financial Planning LLC | 0.20% | Add +208.0% | 3,677 | $704K |
| Accredited Investor Services, LLC | 0.47% | Reduce -0.5% | 3,682 | $703K |
| GWN Securities Inc. | 0.14% | Add +10.4% | 3,681 | $703K |
| Rothschild Capital Partners, LLC | 0.17% | Reduce -24.7% | 3,673 | $702K |
| Fielder Capital Group LLC | 0.15% | Reduce -0.1% | 3,665 | $700K |
| Westmount Partners, LLC | 0.17% | No change | 3,662 | $699K |
| American National Bank & Trust | 0.07% | No change | 3,659 | $699K |
| Avantra Family Wealth, Inc. | 0.51% | New | 3,649 | $697K |
| Planned Solutions, Inc. | 0.22% | Add +1.3% | 3,638 | $695K |
| Plante Moran Financial Advisors, LLC | 0.04% | Reduce -0.1% | 3,628 | $693K |
| Blue Bell Private Wealth Management, LLC | 0.10% | Add +27.7% | 3,626 | $693K |
| EFG International AG | 0.01% | — | 3,617 | $691K |
| ARK & TLK Investments, LLC | 0.19% | No change | 3,609 | $689K |
| Jefferies Financial Group Inc. | 0.01% | Add +1.0% | 3,601 | $688K |
| Indiana Trust & Investment Management Co | 0.20% | No change | 3,601 | $688K |
| DUTCH ASSET Corp | 0.53% | — | 3,595 | $687K |
| Hartford Funds Management Co LLC | 0.06% | Add +7.0% | 3,596 | $687K |
| Olde Wealth Management, LLC | 0.21% | Add +17.9% | 3,594 | $686K |
| L. Roy Papp & Associates, LLP | 0.08% | Add +0.1% | 3,592 | $686K |
| 180 Wealth Advisors, LLC | 0.08% | Reduce -2.8% | 3,586 | $685K |
| Ranch Capital Advisors Inc. | 0.25% | Add +45.3% | 3,574 | $683K |
| Austin Asset Management Co Inc | 0.12% | Add +11.4% | 3,573 | $682K |
| Arlington Financial Advisors, LLC | 0.10% | No change | 3,570 | $682K |
| Pines Wealth Management, LLC | 0.22% | Reduce -0.5% | 3,559 | $680K |
| Independent Wealth Network Inc. | 0.21% | Add +8.4% | 3,558 | $679K |
| Farmers & Merchants Investments Inc. | 0.02% | No change | 3,557 | $679K |
| Legacy Private Trust Co. | 0.04% | Reduce -5.8% | 3,555 | $679K |
| DB&C Advisors, LLC | 0.85% | — | 3,543 | $677K |
| Altiora Financial Group, LLC | 0.12% | Reduce -2.1% | 3,540 | $676K |
| Certuity, LLC | 0.04% | Reduce -0.1% | 3,537 | $676K |
| Carl P. Sherr & Co., LLC | 0.30% | No change | 3,381 | $675K |
| Planning Center, Inc. | 0.07% | Reduce -1.4% | 3,536 | $675K |
| First National Advisers, LLC | 0.09% | Add +1.2% | 3,535 | $675K |
| San Luis Wealth Advisors LLC | 0.11% | Reduce -1.2% | 3,527 | $674K |
| Corepath Wealth Partners LLC | 0.45% | Reduce -24.7% | 3,419 | $673K |
| FAS Wealth Partners, Inc. | 0.04% | Add +3.2% | 3,522 | $673K |
| Proffitt & Goodson Inc. | 0.09% | No change | 3,521 | $672K |
| Busey Bank | 0.02% | Add +9.4% | 3,512 | $671K |
| Snowwater Investment Partners, LLC | 0.62% | — | 3,500 | $668K |
| Hall Capital Management Co. Inc. | 0.26% | Add +3.1% | 3,488 | $666K |
| Envision Financial Planning, LLC | 0.25% | No change | 3,476 | $664K |
| Salem Investment Counselors Inc. | 0.02% | Reduce -10.4% | 3,476 | $664K |
| Shira Ridge Wealth Management | 0.27% | Add +0.2% | 3,473 | $663K |
| Forefront Analytics, LLC | 0.58% | Reduce -78.9% | 3,465 | $662K |
| TrueWealth Advisors, LLC | 0.17% | Reduce -6.1% | 3,456 | $660K |
| Samalin Investment Counsel, LLC | 0.23% | Reduce -1.2% | 3,445 | $658K |
| Portland Financial Advisors Inc | 1.40% | No change | 3,444 | $658K |
| FSA Advisors, Inc. | 0.46% | No change | 3,433 | $656K |
| Quartz Partners, LLC | 0.24% | Reduce -0.5% | 3,423 | $654K |
| Allen Capital Group, LLC | 0.06% | Add +2.6% | 3,411 | $651K |
| Windsor Capital Management, LLC | 0.19% | Reduce -0.2% | 3,405 | $650K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | New | 3,405 | $650K |
| Tilson Financial Group, Inc. | 0.20% | Add +0.2% | 3,390 | $647K |
| Baldwin Wealth Partners LLC | 0.04% | Add +99.9% | 3,378 | $645K |
| JT Stratford LLC | 0.08% | Reduce -0.6% | 3,378 | $645K |
| Collaborative Wealth Managment Inc. | 0.23% | Add +13.9% | 3,358 | $641K |
| Edge Financial Advisors LLC | 0.27% | Add +0.3% | 3,357 | $641K |
| Glen Eagle Advisors, LLC | 0.09% | Reduce -1.6% | 3,356 | $641K |
| PW Advisors, LLC \ FL | 0.51% | — | 3,354 | $641K |
| VPR Management LLC | 0.28% | No change | 3,350 | $640K |
| PAX Financial Group, LLC | 0.11% | Reduce -16.9% | 3,346 | $639K |
| Dynamic Financial Group | 0.55% | Reduce -15.3% | 3,346 | $639K |
| River Street Advisors LLC | 0.24% | Reduce -6.0% | 3,338 | $638K |
| Wealth Dimensions Group, Ltd. | 0.13% | Add +11.8% | 3,331 | $636K |
| Fiducient Advisors LLC | 0.08% | New | 3,328 | $636K |
| Bogart Wealth, LLC | 0.03% | Add +1.0% | 3,316 | $633K |
| Ethos Financial Group, LLC | 0.05% | Reduce -58.6% | 3,307 | $632K |
| Pacific Sage Partners, LLC | 0.10% | Add +13.2% | 3,305 | $631K |
| Sage Financial Management Group, Inc. | 0.19% | No change | 3,302 | $631K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 3,279 | $626K |
| Argentarii, LLC | 0.20% | Add +6.3% | 3,272 | $625K |
| CPR Investments Inc. | 0.42% | Reduce -16.8% | 3,268 | $624K |
| Axis Wealth Partners, LLC | 0.34% | Add +7.0% | 3,250 | $621K |
| DDD Partners, LLC | 0.04% | No change | 3,245 | $620K |
| Legacy Financial Group LLC | 0.08% | Reduce -1.3% | 3,043 | $620K |
| GSG Advisors LLC | 0.16% | Add +0.5% | 3,243 | $619K |
| Howard Bailey Securities, LLC | 0.24% | Reduce -23.6% | 3,242 | $619K |
| IRON Financial LLC | 0.28% | New | 3,232 | $617K |
| Yoder Wealth Management, Inc. | 0.28% | No change | 3,218 | $615K |
| Towercrest Capital Management | 0.10% | Reduce -0.7% | 3,187 | $609K |
| Meridian Wealth Partners, LLC | 0.08% | Reduce -7.3% | 3,185 | $608K |
| Northstar Advisory Group, LLC | 0.22% | Reduce -1.8% | 3,174 | $606K |
| Milestone Asset Management Group, LLC | 0.34% | Add +0.4% | 3,173 | $606K |
| Vantage Point Financial LLC | 0.22% | Add +0.4% | 3,162 | $604K |
| Rockingstone Advisors LLC | 0.27% | Add +26.3% | 3,148 | $601K |
| Peoples Financial Services Corp. | 0.28% | No change | 3,144 | $600K |
| Ullmann Wealth Partners Group, LLC | 0.06% | No change | 3,227 | $599K |
| Cathy Pareto & Associates, Inc. | 0.42% | Add +0.6% | 3,132 | $598K |
| First Pacific Financial | 0.08% | Add +31.0% | 3,130 | $598K |
| JMN Financial LLC | 0.60% | — | 3,126 | $597K |
| Elser Financial Planning, Inc | 0.43% | Add +3.2% | 3,121 | $596K |
| Barnes Wealth Management Group, Inc | 0.32% | Add +0.1% | 3,117 | $595K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | Reduce -13.9% | 3,110 | $594K |
| Tenon Financial LLC | 0.25% | Add +23.8% | 3,107 | $593K |
| Meritage Portfolio Management | 0.04% | Add +0.2% | 3,092 | $591K |
| Cladis Investment Advisory, LLC | 0.32% | No change | 3,088 | $590K |
| Trilogy Capital Inc. | 0.03% | No change | 3,082 | $589K |
| Trek Financial, LLC | 0.03% | Add +37.9% | 3,076 | $588K |
| Peak Planning Group, LLC | 0.16% | Add +9.8% | 3,076 | $588K |
| Henshaw Capital LLC | 0.02% | No change | 3,075 | $587K |
| Ariadne Wealth Management, LP | 0.24% | Add +11.0% | 2,867 | $587K |
| Raleigh Capital Management Inc. | 0.21% | Reduce -15.5% | 3,070 | $586K |
| Goepper Burkhardt LLC | 0.19% | Reduce -32.4% | 3,070 | $586K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -4.9% | 3,069 | $586K |
| Means Investment Co., Inc. | 0.05% | Reduce -4.6% | 3,063 | $585K |
| Coordinated Financial Services, Inc. | 0.34% | Add +4.8% | 3,050 | $582K |
| CM Wealth Advisors LLC | 0.13% | No change | 3,048 | $582K |
| Owen LaRue, LLC | 0.22% | New | 3,040 | $581K |
| Clarion Wealth Managment Partners, LLC | 0.54% | Add +3.7% | 3,038 | $580K |
| Next Capital Management LLC | 0.19% | No change | 3,031 | $579K |
| Holland Advisory Services, Inc. | 0.78% | Add +0.1% | 3,027 | $578K |
| Global Trust Asset Management, LLC | 0.23% | Reduce -43.2% | 3,019 | $577K |
| Convergence Financial, LLC | 0.08% | Add +34.9% | 3,011 | $575K |
| Arsenal Capital Advisors LLC | 0.41% | — | 3,003 | $574K |
| Landaas & Co. /Wi | 0.13% | No change | 3,003 | $574K |
| Cassaday & Co Wealth Management LLC | 0.01% | Reduce -28.8% | 3,003 | $574K |
| Beacon Capital Management, LLC | 0.09% | Add +42.0% | 3,000 | $573K |
| SilverOak Wealth Management LLC | 0.09% | No change | 2,994 | $572K |
| DB Fitzpatrick & Co, Inc | 0.51% | Add +25.8% | 2,991 | $571K |
| New Republic Capital, LLC | 0.15% | Reduce -17.9% | 2,991 | $571K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -5.6% | 2,982 | $570K |
| Encompass Wealth Advisors, LLC | 0.19% | Add +7.2% | 2,980 | $569K |
| PKS Advisory Services, LLC | 0.13% | Reduce -42.8% | 2,960 | $565K |
| Wellington-Altus USA Inc. | 0.42% | — | 2,957 | $565K |
| BTG Pactual Asset Management US LLC | 0.06% | Reduce -39.0% | 3,184 | $563K |
| Potomac Fund Management Inc. | 0.02% | Reduce -3.5% | 2,939 | $561K |
| Stonebridge Financial Planning Group, LLC | 0.20% | Add +3.3% | 2,937 | $561K |
| Colony Family Offices, LLC | 0.14% | No change | 2,936 | $561K |
| Mirador Capital Partners LP | 0.08% | Add +19.1% | 2,932 | $560K |
| Portland Global Advisors LLC | 0.06% | Add +7.3% | 2,924 | $558K |
| Annex Advisory Services, LLC | 0.01% | Add +90.1% | 2,924 | $558K |
| Sierra Ocean, LLC | 0.46% | No change | 2,920 | $558K |
| Putney Financial Group LLC | 0.52% | Reduce -6.0% | 2,918 | $557K |
| Financial Gravity Asset Management, Inc. | 0.11% | Reduce -9.2% | 2,917 | $557K |
| Spinnaker Trust | 0.03% | Add +13.3% | 2,907 | $555K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.11% | Add +52.5% | 2,903 | $554K |
| Archer Investment Corp | 0.13% | Reduce -21.4% | 2,899 | $554K |
| Fiduciary Group, LLC | 0.05% | Add +0.9% | 2,897 | $553K |
| ASL Financial, LLC | 0.43% | — | 2,889 | $552K |
| Total Clarity Wealth Management, Inc. | 0.13% | Reduce -4.7% | 2,888 | $552K |
| Silver Coast Investments LLC | 0.19% | Reduce -50.9% | 2,886 | $551K |
| Leading Edge Financial Planning LLC | 0.13% | Reduce -0.2% | 2,883 | $551K |
| Dover Advisors, LLC | 0.21% | Add +3.4% | 2,881 | $550K |
| Ballast, Inc. | 0.13% | No change | 2,881 | $550K |
| JHP Wealth Management, LLC | 0.53% | — | 2,878 | $550K |
| Wrapmanager Inc. | 0.19% | Reduce -25.3% | 2,872 | $549K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +14.0% | 2,870 | $548K |
| Saxony Capital Management, LLC | 0.33% | Add +11.2% | 2,851 | $545K |
| Cambridge Advisors Inc. | 0.10% | No change | 2,850 | $544K |
| First Commonwealth Financial Corp | 0.09% | Reduce -10.9% | 2,846 | $544K |
| Indie Asset Partners, LLC | 0.61% | Add +102.6% | 2,844 | $543K |
| SVB Wealth LLC | 0.03% | Reduce -0.1% | 2,843 | $543K |
| Meridian Wealth Advisors, LLC | 0.08% | Add +0.0% | 2,842 | $543K |
| Essential Partners LLC | 0.17% | Reduce -5.2% | 2,841 | $543K |
| MidFirst Bank | 0.04% | — | 2,838 | $542K |
| Patton Albertson Miller Group, LLC | 0.06% | No change | 2,835 | $541K |
| Madison Wealth Partners, Inc | 0.10% | Add +10.1% | 2,830 | $541K |
| Archer Investment Management, LLC | 0.29% | Add +0.1% | 2,830 | $541K |
| Jim Saulnier & Associates, LLC | 0.28% | Add +13.0% | 2,824 | $539K |
| Blue Zone Wealth Advisors, LLC | 0.10% | No change | 2,817 | $538K |
| Revolve Wealth Partners, LLC | 0.06% | Add +41.5% | 2,815 | $538K |
| Asset Allocation Strategies LLC | 0.10% | Add +4.8% | 2,809 | $537K |
| Highland Financial Advisors, LLC | 0.15% | No change | 2,795 | $534K |
| Callan Family Office, LLC | 0.01% | New | 2,788 | $532K |
| Robinhood Asset Management, LLC | 0.04% | — | 2,786 | $532K |
| Polaris Investment Advisors, LLC | 0.38% | — | 2,779 | $531K |
| Continental Investors Services, Inc. | 0.68% | Add +1.2% | 2,653 | $530K |
| Evercore Wealth Management, LLC | 0.01% | Add +7.4% | 2,773 | $530K |
| McGlone Suttner Wealth Management, Inc. | 0.07% | Add +3.2% | 2,773 | $530K |
| Allie Family Office LLC | 0.25% | No change | 2,771 | $529K |
| Brady Martz Wealth Solutions, LLC | 0.09% | New | 2,766 | $528K |
| 10Elms LLP | 0.55% | Reduce -6.8% | 2,761 | $527K |
| Safeguard Investment Advisory Group, LLC | 0.13% | Add +4.3% | 2,754 | $526K |
| NCM Capital Management, LLC | 0.20% | No change | 2,752 | $526K |
| Portfolio Resources Advisor Group, Inc. | 0.52% | — | 2,742 | $524K |
| FSM Wealth Advisors, LLC | 0.07% | Add +7.5% | 2,726 | $521K |
| ICONIQ Capital, LLC | 0.01% | No change | 2,724 | $520K |
| WealthCollab, LLC | 0.21% | Add +897.1% | 2,722 | $520K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.08% | Add +101.7% | 2,642 | $519K |
| Cannell & Spears LLC | 0.01% | No change | 2,708 | $517K |
| First National Bank of Mount Dora, Trust Investment Services | 0.11% | No change | 2,708 | $517K |
| Arthur M. Cohen & Associates, LLC | 0.08% | No change | 2,704 | $516K |
| Blue Chip Partners, LLC | 0.04% | Add +1.1% | 2,704 | $516K |
| Cape Investment Advisory, Inc. | 0.16% | Add +60.9% | 2,696 | $515K |
| Genesis Private Wealth, LLC | 0.16% | Add +7.6% | 2,692 | $514K |
| First Business Financial Services, Inc. | 0.05% | No change | 2,689 | $514K |
| Harbor Group, Inc. | 0.08% | Add +1.0% | 2,687 | $513K |
| Burney Co./ | 0.02% | Reduce -8.3% | 2,686 | $513K |
| Rothschild Investment LLC | 0.03% | Add +0.1% | 2,682 | $512K |
| West Financial Advisors, LLC | 0.09% | Add +0.2% | 2,680 | $512K |
| Glassman Wealth Services | 0.07% | Add +0.5% | 2,676 | $511K |
| German American Bancorp, Inc. | 0.04% | Reduce -10.4% | 2,669 | $510K |
| Traphagen Investment Advisors LLC | 0.04% | Add +0.0% | 2,662 | $508K |
| Capital Developers, LLC | 0.46% | — | 2,661 | $508K |
| Omnia Family Wealth, LLC | 0.15% | New | 2,656 | $507K |
| Cherrydale Wealth Management, LLC | 0.15% | No change | 2,656 | $507K |
| Rialto Wealth Management, LLC | 0.12% | Add +66.0% | 2,655 | $507K |
| Moseley Investment Management Inc. | 0.16% | Reduce -2.7% | 2,654 | $507K |
| Weatherly Asset Management L. P. | 0.04% | Reduce -11.7% | 2,653 | $507K |
| Merrion Investment Management Co, LLC | 0.27% | No change | 2,650 | $506K |
| ZynergyRetirementPlanningLLC | 0.31% | No change | 2,643 | $505K |
| Financial Planning Navigators CORP | 0.23% | — | 2,643 | $505K |
| Abound Wealth Management | 0.12% | Reduce -7.2% | 2,637 | $504K |
| Fulton Bank, N.A. | 0.02% | No change | 2,636 | $503K |
| Alliance Wealth Management Group | 0.11% | Reduce -0.8% | 2,635 | $503K |
| Barlow Wealth Partners, LLC | 0.05% | No change | 2,552 | $502K |
| Miller Capital Partners, Inc. | 0.26% | — | 2,625 | $501K |
| Strid Group, LLC | 0.06% | No change | 2,621 | $501K |
| Retirement Planning Co of New England, Inc. | 0.20% | Add +10.1% | 2,615 | $499K |
| Goldstein Advisors, LLC | 0.06% | No change | 2,612 | $499K |
| Verition Fund Management LLC | 0.00% | New | 2,603 | $497K |
| Financial Insights, Inc. | 0.17% | Reduce -1.9% | 2,600 | $497K |
| Hills Bank & Trust Co | 0.03% | New | 2,597 | $496K |
| E6 Portfolios, LLC | 0.57% | — | 2,588 | $494K |
| Cottage Street Advisors LLC | 0.21% | Add +21.8% | 2,585 | $494K |
| GPS Wealth Strategies Group, LLC | 0.42% | Reduce -79.0% | 2,572 | $491K |
| United Wealth Management, LLC | 0.13% | New | 2,566 | $490K |
| Summit Global Investments | 0.03% | Reduce -1.3% | 2,548 | $487K |
| MKT Advisors LLC | 0.17% | No change | 2,500 | $487K |
| PCG Wealth Advisors, LLC | 0.14% | Add +12.0% | 2,540 | $485K |
| Northcape Wealth Management, LLC | 0.14% | Reduce -2.2% | 2,530 | $483K |
| Newman Dignan & Sheerar, Inc. | 0.10% | Reduce -46.0% | 2,528 | $483K |
| Brand Asset Management Group, Inc. | 0.13% | Add +0.4% | 2,526 | $482K |
| DiNuzzo Private Wealth, Inc. | 0.05% | Add +0.2% | 2,493 | $476K |
| American State Bank (Iowa) | 0.23% | Add +7.4% | 2,487 | $475K |
| Synergy Financial Group, LTD | 0.33% | Add +4.3% | 2,483 | $474K |
| Tyche Wealth Partners LLC | 0.08% | Add +0.4% | 2,483 | $474K |
| Verus Financial Partners, Inc. | 0.04% | Add +0.1% | 2,391 | $474K |
| Bryant Woods Investment Advisors, LLC | 0.18% | No change | 2,475 | $473K |
| Cidel Asset Management Inc. | 0.03% | No change | 2,475 | $473K |
| Center For Asset Management LLC | 0.25% | Add +0.3% | 2,472 | $472K |
| Stone House Investment Management, LLC | 0.07% | Add +0.3% | 2,467 | $471K |
| Opulen Financial Group LLC | 0.34% | Add +0.3% | 2,463 | $471K |
| WealthPlan Investment Management, LLC | 0.03% | Add +0.7% | 2,454 | $469K |
| Oakworth Capital, Inc. | 0.03% | No change | 2,446 | $467K |
| Drake & Associates, LLC | 0.09% | Add +45.4% | 2,446 | $467K |
| Wealth Group Ltd | 0.10% | Add +8.1% | 2,442 | $466K |
| Carr Financial Group Corp | 0.12% | Reduce -3.5% | 2,431 | $464K |
| Fortis Capital Management LLC | 0.06% | Reduce -4.7% | 2,430 | $464K |
| Equita Financial Network, Inc. | 0.14% | Add +53.5% | 2,426 | $463K |
| Global Wealth Strategies & Associates | 0.11% | Reduce -38.1% | 2,412 | $461K |
| Brookwood Investment Group LLC | 0.06% | Add +0.5% | 2,411 | $460K |
| Nestegg Advisors, Inc. | 0.39% | Add +106.3% | 2,408 | $460K |
| Bailard, Inc. | 0.01% | No change | 2,406 | $460K |
| Plan A Wealth LLC | 0.22% | Add +47.0% | 2,401 | $459K |
| Platt Wealth Management LLC | 0.45% | — | 2,400 | $458K |
| Members Wealth LLC | 0.29% | Add +0.0% | 2,304 | $457K |
| Ironwood Investment Counsel, LLC | 0.06% | Add +0.2% | 2,388 | $456K |
| Dunhill Financial, LLC | 0.14% | Add +87.2% | 2,385 | $456K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +5.9% | 2,379 | $454K |
| Juncture Wealth Strategies, LLC | 0.15% | No change | 2,375 | $454K |
| Able Wealth Management LLC | 0.14% | New | 2,358 | $450K |
| Brooklyn FI, LLC | 0.10% | Add +42.5% | 2,349 | $449K |
| Sequent Planning LLC | 0.11% | New | 2,347 | $448K |
| Cooper Financial Group | 0.05% | Add +34.5% | 2,345 | $448K |
| Strategic Financial Concepts, LLC | 0.41% | Reduce -87.9% | 2,339 | $447K |
| Cornerstone Financial Group, LLC | 0.31% | Add +0.6% | 2,337 | $446K |
| Maia Wealth LLC | 0.08% | Reduce -89.1% | 2,179 | $446K |
| FWG Investments, LLC. | 0.28% | New | 2,332 | $445K |
| National Bank of Canada | 0.00% | Reduce -24.6% | 2,316 | $442K |
| TCP Asset Management, LLC | 0.07% | Add +16.8% | 2,314 | $442K |
| High Point Wealth Management, LLC | 0.42% | — | 2,305 | $440K |
| Logan Capital Management Inc. | 0.02% | New | 2,302 | $440K |
| Petra Financial Advisors Inc. | 0.26% | Reduce -0.7% | 2,298 | $439K |
| Sterling Wealth Management, Inc. | 0.13% | Reduce -0.0% | 2,296 | $439K |
| Solidarity Wealth, LLC | 0.09% | No change | 2,293 | $438K |
| Note Advisors, LLC | 0.22% | Reduce -0.3% | 2,205 | $438K |
| White Wing Wealth Management | 0.26% | Add +28.5% | 2,287 | $437K |
| FWL Investment Management, LLC | 0.10% | Reduce -3.0% | 2,278 | $435K |
| Summit Asset Management, LLC | 0.06% | Reduce -3.4% | 2,275 | $435K |
| O'ROURKE & COMPANY, Inc | 0.17% | Reduce -2.4% | 2,273 | $434K |
| Waller Financial Planning Group, Inc. | 0.10% | Reduce -30.0% | 2,272 | $434K |
| Endeavor Private Wealth, Inc. | 0.12% | No change | 2,263 | $432K |
| Horizon Wealth Management, LLC | 0.07% | No change | 2,260 | $432K |
| Signature Equity Partners, LLC | 0.24% | — | 2,251 | $430K |
| First Citizens Bank & Trust Co. | 0.01% | Add +3.8% | 2,251 | $430K |
| Pennington Partners & Co., LLC | 0.17% | No change | 2,250 | $430K |
| Sachem Hill LLC | 0.08% | Add +0.0% | 2,249 | $430K |
| Romano Brothers and Company | 0.05% | Add +28.6% | 2,249 | $430K |
| TCW Group Inc. | 0.00% | New | 2,249 | $430K |
| Rockland Trust Co. | 0.02% | Add +47.8% | 2,245 | $429K |
| Milestone Asset Management, LLC | 0.08% | Reduce -44.0% | 2,241 | $428K |
| Pioneer Family Office, LLC | 0.29% | — | 2,237 | $427K |
| Armstrong Advisory Group, Inc. | 0.03% | Add +0.0% | 2,237 | $427K |
| ARS Wealth Advisors Group, LLC | 0.04% | Add +0.2% | 2,236 | $427K |
| Client 1ST Advisory Group, LLC | 0.13% | No change | 2,234 | $427K |
| Christine Messmer PC | 0.28% | — | 2,229 | $426K |
| Robinson Smith Wealth Advisors LLC | 0.29% | Reduce -11.0% | 2,226 | $425K |
| Prudent Investors Network, Inc. | 0.10% | Add +8.4% | 2,225 | $425K |
| Capstone Financial Advisors, Inc. | 0.02% | Add +9.6% | 2,221 | $424K |
| jvl associates llc | 0.14% | Add +0.1% | 2,213 | $423K |
| HHM Wealth Advisors, LLC | 0.05% | Add +6.7% | 2,211 | $422K |
| Cane Capital Partners, LLC | 0.18% | — | 2,209 | $422K |
| Fairvoy Private Wealth, LLC | 0.09% | Reduce -8.5% | 2,207 | $422K |
| Patten & Patten Inc. | 0.02% | No change | 2,204 | $421K |
| Integral Investment Advisors, Inc. | 0.10% | No change | 2,199 | $420K |
| Telos Capital Management, Inc. | 0.04% | Add +67.7% | 2,194 | $419K |
| Croban | 0.20% | No change | 2,187 | $418K |
| Laurel Wealth Advisors LLC | 0.06% | No change | 2,181 | $417K |
| Kingsman Wealth Management, Inc. | 0.22% | Add +1.0% | 2,173 | $415K |
| Three Magnolias Financial Advisors, LLC | 0.26% | Add +1.0% | 2,166 | $414K |
| ARS Investment Partners, LLC | 0.02% | Add +8.0% | 2,159 | $412K |
| Fidelity D & D Bancorp Inc. | 0.18% | Add +6.9% | 2,159 | $412K |
| Westwood Wealth Management | 0.31% | New | 2,156 | $412K |
| Lionshead Wealth Management, LLC | 0.31% | Add +0.4% | 2,156 | $412K |
| Comprehensive Money Management Services LLC | 0.28% | No change | 2,155 | $412K |
| Wealth Quarterback LLC | 0.15% | Add +0.5% | 2,143 | $409K |
| Pictet North America Advisors SA | 0.04% | No change | 2,133 | $407K |
| MKD Wealth Coaches, LLC | 0.41% | No change | 2,131 | $407K |
| Red Reef Advisors LLC | 0.41% | — | 2,130 | $407K |
| Integrated Capital Management, LLC | 0.17% | Add +0.6% | 2,122 | $405K |
| Farmers National Bank | 0.09% | No change | 2,118 | $405K |
| Mach-1 Financial Group, LLC | 0.08% | Reduce -82.2% | 2,113 | $404K |
| Strategic Planning Group, LLC | 0.05% | Add +1.1% | 2,111 | $403K |
| Bangor Savings Bank | 0.03% | Add +11.4% | 2,107 | $402K |
| NorthCrest Asset Manangement, LLC | 0.01% | No change | 2,062 | $401K |
| Stock Yards Bank & Trust Co. | 0.01% | Add +34.6% | 2,098 | $401K |
| Security National Bank of Sioux City Iowa | 0.26% | Reduce -0.5% | 2,094 | $400K |
| Foundry Financial LLC | 0.21% | — | 2,093 | $400K |
| Atlanta Consulting Group Advisors, LLC | 0.09% | No change | 2,086 | $398K |
| Townsquare Capital LLC | 0.09% | Reduce -7.2% | 2,085 | $398K |
| Kelly Financial Services LLC | 0.10% | Reduce -16.4% | 2,077 | $397K |
| Mason & Associates, LLC | 0.09% | Reduce -3.8% | 2,074 | $396K |
| Scott & Selber, Inc. | 0.10% | Add +0.6% | 2,074 | $396K |
| Christensen, King & Associates Investment Services, Inc. | 0.17% | Add +0.1% | 2,069 | $395K |
| Hobbs Group Advisors, LLC | 0.12% | Add +70.5% | 2,068 | $395K |
| Applied Capital LLC | 0.15% | No change | 2,062 | $394K |
| Ewa, LLC | 0.10% | Add +90.5% | 2,054 | $392K |
| Tableaux LLC | 0.28% | New | 2,044 | $392K |
| Stablepoint Partners, LLC | 0.06% | Add +6.5% | 2,046 | $391K |
| Advocacy Wealth Management, LLC | 0.02% | No change | 2,042 | $390K |
| Austin Private Wealth, LLC | 0.03% | Reduce -1.6% | 2,041 | $390K |
| Thor Investment Management Inc. /Oh/ | 0.22% | No change | 2,035 | $389K |
| Haven Private, LLC | 0.17% | Add +1.6% | 2,031 | $388K |
| Motive Wealth Advisors | 0.17% | Add +12.4% | 2,030 | $388K |
| Fairview Capital Investment Management, LLC | 0.02% | Reduce -6.6% | 2,028 | $387K |
| Franklin Street Advisors Inc. | 0.02% | No change | 2,024 | $387K |
| Chapin Davis, Inc. | 0.09% | Add +0.1% | 2,017 | $385K |
| Cardinal Point Capital Management ULC | 0.03% | New | 2,016 | $385K |
| Murphy & Mullick Capital Management Corp | 0.28% | Add +2.9% | 2,012 | $384K |
| Breachway Investments LLC | 0.41% | — | 2,012 | $384K |
| Redhawk Wealth Advisors, Inc. | 0.04% | Reduce -8.9% | 2,011 | $384K |
| Fusion Family Wealth, LLC | 0.03% | No change | 2,008 | $383K |
| Elevation Wealth Management LLC | 0.37% | — | 2,004 | $383K |
| Raffa Wealth Management, LLC | 0.06% | Add +0.9% | 2,003 | $383K |
| BancFirst Trust & Investment Management | 0.16% | Add +65.8% | 1,980 | $381K |
| Smith Salley Wealth Management | 0.02% | Add +42.6% | 1,990 | $380K |
| NorthCoast Asset Management LLC | 0.01% | Reduce -99.8% | 1,983 | $379K |
| Arrowroot Family Office, LLC | 0.14% | Reduce -57.4% | 1,980 | $378K |
| S.A. Mason LLC | 0.15% | No change | 1,978 | $378K |
| Colonial River Investments, LLC | 0.13% | Reduce -8.0% | 1,975 | $377K |
| HT Partners LLC | 0.11% | No change | 1,968 | $376K |
| Marion Wealth Management | 0.08% | No change | 1,898 | $375K |
| Appleton Partners Inc. | 0.02% | Add +8.5% | 1,958 | $374K |
| Canandaigua National Bank & Trust Co. | 0.03% | Reduce -5.6% | 1,956 | $374K |
| Trace Wealth Advisors, LLC | 0.27% | No change | 1,950 | $372K |
| IAG Wealth Partners, LLC | 0.04% | No change | 1,942 | $371K |
| Capital Advisory Group Advisory Services, LLC | 0.11% | Add +11.0% | 1,938 | $370K |
| Essential Planning, LLC. | 0.12% | New | 1,931 | $369K |
| Kingdom Financial Group LLC. | 0.11% | New | 1,929 | $368K |
| Miller Financial Services LLC | 0.43% | Reduce -0.4% | 1,920 | $367K |
| Proactive Wealth Strategies LLC | 0.15% | Add +14.3% | 1,920 | $367K |
| Virtue Asset Management LLC | 0.30% | Add +6.5% | 1,920 | $367K |
| Sterling Investment Advisors, Ltd. | 0.07% | Add +0.4% | 1,919 | $366K |
| Thompson David Blair | 0.21% | — | 1,912 | $365K |
| Capital Investment Services of America, Inc. | 0.03% | No change | 1,912 | $365K |
| Boreal Capital Management LLC | 0.33% | No change | 1,910 | $365K |
| Highline Wealth Partners LLC | 0.10% | Add +21.5% | 1,902 | $363K |
| Sfmg, LLC | 0.02% | No change | 1,900 | $363K |
| Van Cleef Asset Management,Inc | 0.04% | No change | 1,900 | $363K |
| EnRich Financial Partners LLC | 0.10% | No change | 1,892 | $361K |
| McNamara Financial Services, Inc. | 0.07% | Reduce -1.0% | 1,892 | $361K |
| WealthPLAN Partners, LLC | 0.05% | Add +16.9% | 1,890 | $361K |
| Fortress Financial Group, LLC | 0.27% | Add +0.2% | 1,888 | $361K |
| SPWM Advisors LLC | 0.34% | — | 1,881 | $359K |
| Torrey-Payne Wealth Management, LLC | 0.32% | — | 1,808 | $358K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -43.4% | 1,873 | $358K |
| Private Wealth Management Group, LLC | 0.10% | Add +29.1% | 1,870 | $357K |
| Mosaic Financial Group, LLC | 0.24% | No change | 1,871 | $357K |
| Motco | 0.03% | No change | 1,862 | $356K |
| truNorth Financial Services, Inc. | 0.39% | — | 1,860 | $355K |
| Arkos Global Advisors | 0.05% | No change | 1,861 | $355K |
| Wharton Business Group, LLC | 0.01% | No change | 1,858 | $355K |
| Tactive Advisors, LLC | 0.10% | Reduce -0.5% | 1,855 | $354K |
| Cascade Investment Group, Inc. | 0.24% | Add +1.7% | 1,847 | $353K |
| Vident Advisory, LLC | 0.00% | Add +50.4% | 1,844 | $352K |
| City Center Advisors, LLC | 0.32% | No change | 1,840 | $351K |
| FRG Family Wealth Advisors LLC | 0.05% | No change | 1,835 | $350K |
| First Hawaiian Bank | 0.05% | No change | 1,835 | $350K |
| Rowlandmiller & Partners.adv | 0.07% | No change | 1,833 | $350K |
| Towneley Capital Management, Inc / DE | 0.07% | Add +1.1% | 1,826 | $349K |
| Aerodigm Wealth, LLC | 0.13% | Add +0.5% | 1,813 | $346K |
| Legacy Financial Strategies, LLC | 0.06% | Add +8.1% | 1,812 | $346K |
| J.M. Arbour, LLC | 0.34% | — | 1,809 | $346K |
| Aspen Investment Management Inc | 0.10% | Add +43.3% | 1,805 | $345K |
| Accretive Wealth Partners, LLC | 0.10% | No change | 1,803 | $344K |
| Rare Wolf Capital LLC | 0.21% | — | 1,800 | $344K |
| TSG Advice Partners, LLC | 0.05% | — | 1,800 | $344K |
| Altfest L J & Co. Inc. | 0.04% | Reduce -2.0% | 1,797 | $343K |
| Centurion Wealth Management LLC | 0.08% | Add +5.8% | 1,794 | $343K |
| Downshift Financial, LLC | 0.21% | — | 1,688 | $341K |
| ABLE Financial Group, LLC | 0.07% | No change | 1,785 | $341K |
| Heritage Trust Co | 0.03% | Reduce -49.7% | 1,783 | $341K |
| MBL Wealth, LLC | 0.03% | New | 1,781 | $340K |
| Prudent Man Investment Management, Inc. | 0.11% | Reduce -35.0% | 1,780 | $340K |
| Cadence Bank | 0.02% | No change | 1,779 | $340K |
| Optivise Advisory Services LLC | 0.20% | Reduce -1.2% | 1,777 | $339K |
| Hanson & Doremus Investment Management | 0.04% | Add +5.8% | 1,775 | $339K |
| Guidance Capital, Inc. | 0.08% | Reduce -1.9% | 1,699 | $338K |
| Canal Capital Management, LLC | 0.05% | New | 1,764 | $337K |
| New Perspectives, Inc | 0.12% | No change | 1,761 | $336K |
| GDS Wealth Management | 0.02% | Reduce -4.3% | 1,759 | $336K |
| Stockman Wealth Management, Inc. | 0.04% | Add +14.7% | 1,759 | $336K |
| KWB Wealth | 0.03% | Add +0.4% | 1,756 | $335K |
| SK Wealth Management, LLC | 0.09% | Reduce -8.8% | 1,672 | $334K |
| Gradient Investments LLC | 0.01% | Add +4.4% | 1,746 | $333K |
| Cedarwood Wealth LLC | 0.37% | — | 1,678 | $333K |
| Beirne Wealth Consulting Services, LLC | 0.10% | No change | 1,737 | $332K |
| BetterWealth, LLC | 0.08% | No change | 1,728 | $330K |
| Seelaus Asset Management LLC | 0.27% | Reduce -7.8% | 1,727 | $330K |
| Daviman Financial, LLC | 0.19% | — | 1,726 | $330K |
| Capital Advantage, Inc. | 0.04% | Add +7.1% | 1,721 | $329K |
| Wagner Wealth Management, LLC | 0.07% | Reduce -0.2% | 1,719 | $328K |
| Denver PWM, LLC | 0.11% | No change | 1,855 | $328K |
| Tompkins Financial Corp. | 0.03% | No change | 1,713 | $327K |
| Eagle Harbor Asset Management Inc. | 0.27% | No change | 1,711 | $327K |
| Naples Global Advisors, LLC | 0.02% | New | 1,711 | $327K |
| Greenfield Savings Bank | 0.14% | Reduce -14.0% | 1,708 | $326K |
| NFSG Corp | 0.05% | Add +0.8% | 1,705 | $326K |
| Synergy Asset Management, LLC | 0.03% | Reduce -58.2% | 1,703 | $325K |
| Peddock Capital Advisors, LLC | 0.07% | No change | 1,695 | $324K |
| Vestia Personal Wealth Advisors | 0.16% | Reduce -0.7% | 1,629 | $323K |
| Bank of New Hampshire | 0.07% | Reduce -14.6% | 1,693 | $323K |
| FSC Wealth Advisors, LLC | 0.52% | Reduce -83.6% | 1,692 | $323K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | No change | 1,690 | $323K |
| Cedar Point Capital Partners, LLC | 0.21% | Reduce -6.8% | 1,683 | $321K |
| Wisconsin Wealth Advisors, LLC | 0.31% | Reduce -19.2% | 1,679 | $321K |
| Tarbox Family Office, Inc. | 0.05% | Reduce -68.0% | 1,678 | $321K |
| Sterling Investment Counsel, LLC | 0.09% | Add +8.0% | 1,697 | $320K |
| Benchmark Financial Wealth Advisors, LLC | 0.09% | Add +16.1% | 1,675 | $320K |
| Main Street Group, LTD | 0.11% | Add +163.6% | 1,674 | $320K |
| Revisor Wealth Management LLC | 0.09% | Add +21.7% | 1,614 | $319K |
| Vantus Wealth LLC | 0.23% | — | 1,670 | $319K |
| Define Financial, LLC | 0.18% | Add +1.0% | 1,668 | $319K |
| JNBA Financial Advisors | 0.03% | Reduce -1.9% | 1,665 | $318K |
| Prasad Wealth Partners, LLC | 0.08% | Add +0.3% | 1,664 | $318K |
| Orion Capital Management LLC | 0.11% | Add +24.2% | 1,663 | $318K |
| TD Waterhouse Canada Inc. | 0.00% | Add +20.6% | 1,658 | $317K |
| Anderson Hoagland & Co. | 0.03% | No change | 1,657 | $316K |
| PYA Waltman Capital, LLC | 0.09% | No change | 1,656 | $316K |
| Wrenne Financial Planning LLC | 0.13% | No change | 1,643 | $314K |
| Sage Investment Counsel LLC | 0.34% | Reduce -7.7% | 1,630 | $311K |
| Silvercrest Asset Management Group LLC | 0.00% | New | 1,627 | $311K |
| RVW Wealth, LLC | 0.02% | No change | 1,626 | $311K |
| COFG Advisors, LLC | 0.08% | — | 1,615 | $308K |
| Titan Investment Management LLC | 0.28% | — | 1,611 | $308K |
| Family Capital Management, Inc. | 0.14% | Reduce -6.3% | 1,611 | $308K |
| Wellington Grp LLC | 0.10% | — | 1,609 | $307K |
| Innova Wealth Partners | 0.15% | Reduce -29.2% | 1,606 | $307K |
| S. R. Schill & Associates | 0.22% | No change | 1,600 | $306K |
| BigSur Wealth Management LLC | 0.07% | No change | 1,600 | $306K |
| Carnegie Lake Advisors LLC | 0.12% | No change | 1,593 | $304K |
| Wealth Advisors of Iowa, LLC | 0.10% | No change | 1,590 | $304K |
| MPS Loria Financial Planners, LLC | 0.08% | Add +1.0% | 1,589 | $303K |
| BAM Wealth Management, LLC | 0.22% | Reduce -2.2% | 1,587 | $303K |
| True North Advisors, LLC | 0.04% | New | 1,587 | $303K |
| Pullen Investment Management, LLC | 0.16% | No change | 1,583 | $302K |
| Eagle Rock Investment Company, LLC | 0.04% | No change | 1,583 | $302K |
| Advisory Advocates, LLC | 0.30% | — | 1,581 | $302K |
| Semus Wealth Partners LLC | 0.16% | Add +0.8% | 1,578 | $301K |
| Morton Capital Management LLC | 0.05% | Add +9.4% | 1,575 | $301K |
| IFG Advisors, LLC | 0.05% | No change | 1,574 | $301K |
| Atala Financial Inc | 0.19% | No change | 1,573 | $300K |
| McDonald Partners LLC | 0.09% | Reduce -37.3% | 1,573 | $300K |
| SimpliFi, Inc. | 0.13% | Reduce -97.2% | 1,567 | $299K |
| Atlas Wealth LLC | 0.12% | No change | 1,566 | $299K |
| Foronjy Financial LLC | 0.12% | Reduce -4.3% | 1,564 | $299K |
| Eldridge Investment Advisors, Inc. | 0.07% | New | 1,558 | $298K |
| NDVR, Inc. | 0.25% | No change | 1,557 | $297K |
| OMNI 360 Wealth, Inc. | 0.15% | Add +0.1% | 1,499 | $296K |
| Traction Financial Partners, LLC | 0.18% | No change | 1,549 | $296K |
| Peoples Bank | 0.18% | No change | 1,548 | $296K |
| Unified Investment Management | 0.30% | No change | 1,546 | $295K |
| Sunpointe, LLC | 0.10% | Add +0.5% | 1,541 | $294K |
| Traynor Capital Management, Inc. | 0.02% | Reduce -74.9% | 1,541 | $294K |
| Straight Path Wealth Management | 0.08% | New | 1,540 | $294K |
| PTM Wealth Management, LLC | 0.17% | Reduce -6.2% | 1,505 | $293K |
| BankPlus Trust Department | 0.08% | Add +52.1% | 1,533 | $293K |
| Meridian Investment Counsel Inc. | 0.07% | Add +42.8% | 1,532 | $293K |
| Compass Financial Group, Inc. | 0.13% | No change | 1,529 | $292K |
| Lynx Investment Advisory | 0.16% | Add +1.7% | 1,525 | $291K |
| FourThought Financial Partners, LLC | 0.02% | Add +0.1% | 1,522 | $291K |
| Ceera Investments, LLC | 0.11% | Reduce -13.6% | 1,520 | $290K |
| Park National Corp. | 0.01% | Add +14.7% | 1,518 | $290K |
| Private Advisory Group LLC | 0.02% | No change | 1,517 | $290K |
| LMCG Investments, LLC | 0.02% | Add +14.2% | 1,516 | $290K |
| Pursuit Wealth Management LLC | 0.25% | — | 1,506 | $288K |
| Quadrant Private Wealth Management, LLC | 0.05% | Add +0.1% | 1,504 | $287K |
| Hemenway Trust Co LLC | 0.02% | No change | 1,500 | $286K |
| Prevail Innovative Wealth Advisors, LLC | 0.05% | Add +12.0% | 1,499 | $286K |
| Resolute Wealth Strategies, LLC | 0.13% | New | 1,497 | $286K |
| Security National Bank | 0.04% | No change | 1,497 | $286K |
| Planning Project LLC | 0.07% | — | 1,495 | $286K |
| Schulz Wealth, LTD. | 0.18% | Add +11.4% | 1,494 | $285K |
| Apriem Advisors | 0.03% | Add +2.3% | 1,492 | $285K |
| Ledyard National Bank | 0.02% | New | 1,492 | $285K |
| Beverly Hills Private Wealth, LLC | 0.05% | No change | 1,488 | $284K |
| Aurora Private Wealth, Inc. | 0.19% | — | 1,487 | $284K |
| Cascade Investment Advisors, Inc. | 0.17% | Add +0.8% | 1,484 | $283K |
| Claro Advisors Inc. | 0.04% | Reduce -0.5% | 1,480 | $283K |
| KMG Fiduciary Partners, LLC | 0.02% | Reduce -89.5% | 1,480 | $283K |
| 5T Wealth, LLC | 0.11% | Add +14.8% | 1,477 | $282K |
| First Interstate Bank | 0.02% | No change | 1,474 | $282K |
| Colton Groome Financial Advisors, LLC | 0.08% | Add +1.9% | 1,470 | $281K |
| TD Asset Management Inc | 0.00% | No change | 1,466 | $280K |
| Perissos Private Wealth Management, LLC | 0.24% | Add +1.3% | 1,466 | $280K |
| Rubicon Advisors, GP | 0.26% | — | 1,462 | $279K |
| Farnam Financial LLC | 0.21% | No change | 1,460 | $279K |
| Golden Reserve Retirement LLC | 0.05% | New | 1,453 | $278K |
| Foguth Wealth Management, LLC. | 0.04% | — | 1,440 | $278K |
| West Paces Advisors Inc. | 0.05% | New | 1,453 | $278K |
| Hamilton Wealth, LLC | 0.05% | New | 1,453 | $278K |
| Sherman Wealth Management LLC | 0.24% | — | 1,449 | $277K |
| Lantz Financial LLC | 0.06% | No change | 1,448 | $277K |
| Eastern Bank | 0.00% | No change | 1,448 | $277K |
| Pursue Wealth Partners LLC | 0.13% | No change | 1,446 | $276K |
| BDFS Capital LLC | 0.14% | — | 1,445 | $276K |
| Novare Capital Management LLC | 0.02% | No change | 1,440 | $275K |
| RAM Investment Partners, LLC | 0.05% | Add +0.2% | 1,439 | $275K |
| Columbia Bank | 0.08% | No change | 1,439 | $275K |
| Worth Asset Management, LLC | 0.12% | Add +3.5% | 1,435 | $274K |
| KW Wealth Management LLC | 0.42% | Reduce -1.0% | 1,434 | $274K |
| First Nebraska Trust Co | 0.03% | No change | 1,434 | $274K |
| Curry Webb Wealth Management LLC | 0.14% | — | 1,430 | $273K |
| Cornerstone Planning, LLC | 0.06% | — | 1,430 | $273K |
| Formidable Asset Management, LLC | 0.04% | Add +7.7% | 1,464 | $273K |
| Boyce & Associates Wealth Consulting, Inc. | 0.23% | Add +1.2% | 1,424 | $272K |
| Aviance Capital Partners, LLC | 0.03% | No change | 1,421 | $271K |
| Community Financial Services Group, LLC | 0.05% | No change | 1,417 | $271K |
| Lakeridge Wealth Management LLC | 0.12% | New | 1,414 | $270K |
| Pitcairn Wealth Advisors LLC | 0.02% | — | 1,414 | $270K |
| Evolution Wealth Management Inc. | 0.22% | Add +1.8% | 1,413 | $270K |
| Slagle Financial, LLC | 0.09% | Add +0.4% | 1,412 | $270K |
| Rossby Financial, LCC | 0.08% | Add +3.5% | 1,405 | $268K |
| Great Waters Wealth Management | 0.03% | New | 1,404 | $268K |
| Gen-Wealth Partners Inc | 0.09% | Reduce -13.1% | 1,396 | $267K |
| L & S Advisors Inc | 0.03% | Reduce -3.8% | 1,395 | $266K |
| Channel Wealth LLC | 0.07% | Add +0.4% | 1,391 | $266K |
| RHS Financial, LLC | 0.13% | Reduce -8.8% | 1,387 | $265K |
| Manske Wealth Management | 0.08% | New | 1,386 | $265K |
| Value Investment Professionals, LLC | 0.28% | — | 1,381 | $264K |
| Cahaba Wealth Management, Inc. | 0.02% | Add +19.9% | 1,380 | $264K |
| Stark Wealth Management LLC | 0.99% | No change | 1,378 | $263K |
| Gilbert & Cook, Inc. | 0.03% | Add +0.9% | 1,372 | $262K |
| Roble, Belko & Company, Inc | 0.03% | Add +94.2% | 1,371 | $262K |
| Rhodes Investment Advisors Inc. | 0.21% | — | 1,370 | $262K |
| Marco Investment Management LLC | 0.02% | No change | 1,364 | $261K |
| Sage Capital Advisors,llc | 0.06% | Reduce -3.8% | 1,362 | $260K |
| Ignite Planners, LLC | 0.04% | Reduce -22.8% | 1,301 | $260K |
| Tucker Asset Management LLC | 0.08% | Add +135.6% | 1,357 | $259K |
| Excalibur Management Corp. | 0.09% | No change | 1,352 | $258K |
| Axim Planning & Wealth | 0.27% | Reduce -17.8% | 1,347 | $257K |
| Vista Investment Management | 0.08% | New | 1,345 | $257K |
| WealthTrust Axiom LLC | 0.07% | No change | 1,342 | $256K |
| JDM Financial Group LLC | 0.10% | Reduce -3.2% | 1,341 | $256K |
| Kure Advisory, LLC | 0.14% | No change | 1,339 | $256K |
| Financial Futures Ltd Liability Co. | 0.12% | Reduce -5.6% | 1,339 | $256K |
| JSF Financial, LLC | 0.05% | Add +0.1% | 1,337 | $255K |
| Welch Group, LLC | 0.01% | Reduce -10.8% | 1,336 | $255K |
| RFG Holdings, Inc. | 0.06% | New | 1,334 | $255K |
| Versant Capital Management, Inc | 0.03% | Reduce -31.5% | 1,333 | $255K |
| Stonebridge Capital Advisors LLC | 0.02% | Reduce -10.5% | 1,324 | $253K |
| Allianz SE | 0.00% | No change | 1,324 | $253K |
| Whittier Trust Co. | 0.00% | Reduce -38.3% | 1,288 | $253K |
| Peterson Wealth Services | 0.06% | Reduce -95.7% | 1,321 | $252K |
| Independence Wealth Advisors, LLC | 0.14% | — | 1,319 | $252K |
| St. Clair Advisors, LLC | 0.06% | No change | 1,316 | $251K |
| Go Invest LLC | 0.08% | — | 1,314 | $251K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -2.0% | 1,313 | $251K |
| Tiller Private Wealth, Inc. | 0.09% | Reduce -12.4% | 1,312 | $251K |
| Holderness Investments Co. | 0.05% | No change | 1,312 | $251K |
| Winch Advisory Services, LLC | 0.06% | Add +0.5% | 1,312 | $251K |
| J.Safra Asset Management Corp | 0.01% | New | 1,306 | $249K |
| Nemes Rush Group LLC | 0.02% | Add +0.8% | 1,304 | $249K |
| Rock Point Advisors, LLC | 0.06% | No change | 1,300 | $248K |
| Grand Central Investment Group | 0.18% | — | 1,299 | $248K |
| Philadelphia Trust Co. | 0.02% | No change | 1,297 | $248K |
| Satovsky Asset Management LLC | 0.05% | Add +1.0% | 1,294 | $247K |
| Duncker Streett & Co. Inc. | 0.04% | Reduce -5.8% | 1,290 | $246K |
| Sonata Capital Group Inc. | 0.09% | Add +0.1% | 1,289 | $246K |
| OneAscent Wealth Management LLC | 0.08% | Reduce -8.4% | 1,287 | $246K |
| Pandora Wealth, Inc. | 0.15% | No change | 1,285 | $245K |
| Red Lighthouse Investment Management, LLC | 0.09% | No change | 1,284 | $245K |
| XTX Topco Ltd | 0.01% | New | 1,283 | $245K |
| Harfst & Associates, Inc. | 0.04% | Reduce -27.8% | 1,278 | $244K |
| JTC Employer Solutions Trustee Ltd | 0.02% | No change | 1,280 | $244K |
| Smith Thornton Advisors LLC | 0.12% | No change | 1,276 | $244K |
| Farrell Financial LLC | 0.14% | New | 1,276 | $244K |
| Secure Asset Management, LLC | 0.04% | Reduce -2.7% | 1,274 | $243K |
| Kassira Wealth Management LLC | 0.23% | No change | 1,270 | $243K |
| Capital Investment Counsel, Inc | 0.03% | No change | 1,267 | $242K |
| M.E. Allison & Co., Inc. | 0.16% | Add +0.5% | 1,266 | $242K |
| Maltin Wealth Management, Inc. | 0.10% | Reduce -4.9% | 1,265 | $242K |
| Resolute Advisors LLC | 0.08% | Add +1.0% | 1,263 | $241K |
| Redmond Asset Management, LLC | 0.06% | No change | 1,262 | $241K |
| Opal Wealth Advisors, LLC | 0.06% | Add +4.1% | 1,261 | $241K |
| Global Assets Advisory, LLC | 0.07% | No change | 1,260 | $241K |
| Corps Capital Advisors, LLC | 0.25% | New | 1,260 | $241K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.05% | No change | 1,254 | $240K |
| Marathon Wealth Advisors LLC | 0.10% | — | 1,253 | $239K |
| Core Wealth Management, Inc. | 0.07% | New | 1,252 | $239K |
| MorganRosel Wealth Management, LLC | 0.06% | No change | 1,252 | $239K |
| Liberty Capital Management, Inc. | 0.04% | New | 1,252 | $239K |
| KCM Investment Advisors LLC | 0.01% | Add +0.1% | 1,242 | $237K |
| DHJJ Financial Advisors, Ltd. | 0.08% | Add +122.6% | 1,242 | $237K |
| Pettyjohn, Wood & White, Inc. | 0.04% | Reduce -7.4% | 1,240 | $237K |
| QTR Family Wealth, LLC | 0.10% | Add +4.5% | 1,150 | $237K |
| Rebalance, LLC | 0.01% | Reduce -32.9% | 1,237 | $236K |
| Barton Investment Management | 0.03% | No change | 1,235 | $236K |
| Innovative Wealth Building LLC | 0.17% | Reduce -8.4% | 1,232 | $235K |
| Opes Wealth Management LLC | 0.04% | No change | 1,228 | $235K |
| Nicholas Hoffman & Company, LLC. | 0.01% | New | 1,226 | $234K |
| Norris Perne & French LLP | 0.02% | New | 1,224 | $234K |
| Waterloo Capital, L.P. | 0.02% | Add +2.3% | 1,220 | $233K |
| Cultivar Capital, Inc. | 0.15% | No change | 1,220 | $233K |
| Rodgers Brothers Inc. | 0.03% | No change | 1,220 | $233K |
| Hazlett, Burt & Watson, Inc. | 0.07% | Add +67.9% | 1,219 | $233K |
| Prosperity Wealth Management, Inc. | 0.08% | Add +9.4% | 1,215 | $232K |
| Old Peak Finance LLC | 0.14% | — | 1,214 | $232K |
| Clear Harbor Asset Management, LLC | 0.02% | New | 1,212 | $231K |
| Laurel Wealth Planning LLC | 0.13% | No change | 1,210 | $231K |
| Carson Advisory Inc. | 0.12% | No change | 1,209 | $231K |
| Shoker Investment Counsel, Inc. | 0.07% | No change | 1,208 | $231K |
| Acorn Financial Advisory Services Inc. | 0.03% | Reduce -17.4% | 1,208 | $231K |
| Philip James Wealth Mangement, LLC | 0.03% | No change | 1,206 | $230K |
| Elevation Wealth Partners, LLC | 0.08% | No change | 1,204 | $230K |
| Crux Wealth Advisors | 0.09% | Add +1.1% | 1,202 | $229K |
| Northside Capital Management, LLC | 0.02% | No change | 1,200 | $229K |
| Ellenbecker Investment Group | 0.03% | New | 1,199 | $229K |
| Millstone Evans Group, LLC | 0.13% | Add +3.0% | 1,199 | $229K |
| Veracity Capital LLC | 0.07% | Reduce -3.2% | 1,196 | $228K |
| MontVue Capital Management, Inc. | 0.15% | No change | 1,194 | $228K |
| Optima Capital LLC | 0.10% | Reduce -38.4% | 1,190 | $227K |
| Heritage Oak Wealth Advisors LLC | 0.08% | Add +9.9% | 1,190 | $227K |
| Signature Resources Capital Management, LLC | 0.11% | No change | 1,189 | $227K |
| TCTC Holdings, LLC | 0.01% | Add +0.1% | 1,188 | $227K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.02% | Add +0.8% | 1,188 | $227K |
| Granite FO LLC | 0.12% | No change | 1,187 | $227K |
| Trivium Point Advisory, LLC | 0.02% | Reduce -40.2% | 1,186 | $227K |
| Avid Wealth Partners LLC | 0.11% | No change | 1,186 | $227K |
| Paulson Wealth Management Inc. | 0.05% | New | 1,186 | $227K |
| Wilkerson Advisory Group LLC | 0.08% | — | 1,181 | $226K |
| Carlson Financial, Inc. | 0.13% | — | 1,180 | $225K |
| Curio Wealth, LLC | 0.08% | No change | 1,167 | $225K |
| YHB Investment Advisors, Inc. | 0.02% | Reduce -11.3% | 1,177 | $225K |
| NRI Wealth Management LC | 0.11% | No change | 1,176 | $225K |
| Wellment Financial | 0.26% | New | 1,173 | $224K |
| Clear Point Advisors Inc. | 0.17% | Add +0.6% | 1,171 | $224K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -4.7% | 1,170 | $223K |
| ShankerValleau Wealth Advisors, Inc. | 0.06% | No change | 1,168 | $223K |
| Patrick M Sweeney & Associates, Inc. | 0.14% | Add +0.1% | 1,167 | $223K |
| Oak Asset Management, LLC | 0.08% | Add +7.1% | 1,167 | $223K |
| Valley Financial Group, Inc. | 0.12% | Add +0.5% | 1,163 | $222K |
| LCW Services, LLC | 0.12% | — | 1,162 | $222K |
| RBA Wealth Management, LLC | 0.08% | No change | 1,161 | $222K |
| Foresight Capital Management Advisors, Inc. | 0.12% | No change | 1,160 | $222K |
| Fragasso Financial Advisors Inc | 0.01% | Reduce -1.3% | 1,160 | $222K |
| Arcadia Wealth Management, Inc. | 0.13% | No change | 1,158 | $221K |
| Lazard Asset Management LLC | 0.00% | Reduce -36.8% | 1,477 | $221K |
| Westside Investment Management, Inc. | 0.04% | Add +2.7% | 1,152 | $221K |
| Basso Capital Management, L.P. | 0.13% | New | 1,155 | $221K |
| WJ Financial Advisors LLC | 0.20% | Add +0.7% | 1,153 | $220K |
| Flynn Zito Capital Management, LLC | 0.08% | Reduce -10.5% | 1,152 | $220K |
| Crewe Advisors LLC | 0.02% | No change | 1,150 | $220K |
| Navalign, LLC | 0.05% | New | 1,150 | $220K |
| Point72 Asset Management | 0.00% | New | 1,149 | $219K |
| Parkwoods Wealth Partners, LLC | 0.06% | New | 1,148 | $219K |
| Solitude Financial Services | 0.07% | No change | 1,147 | $219K |
| Andina Capital Management, LLC | 0.13% | New | 1,146 | $219K |
| Crown Wealth Group, LLC | 0.06% | Reduce -29.0% | 1,146 | $219K |
| Pinnacle Wealth Management Group, Inc. | 0.11% | No change | 1,145 | $219K |
| Blankinship & Foster, LLC | 0.05% | No change | 1,141 | $218K |
| Delta Financial Advisors LLC | 0.06% | New | 1,140 | $218K |
| SMI Advisory Services, LLC | 0.04% | Reduce -21.0% | 1,105 | $218K |
| Pacifica Partners Inc. | 0.10% | No change | 1,128 | $217K |
| Clarity Wealth Advisors, LLC | 0.04% | Reduce -3.8% | 1,137 | $217K |
| Bellecapital International Ltd. | 0.04% | No change | 1,137 | $217K |
| Orgel Wealth Management, LLC | 0.00% | New | 1,137 | $217K |
| Kera Capital Partners, Inc. | 0.03% | New | 1,085 | $217K |
| Trust Point Inc. | 0.02% | No change | 1,130 | $216K |
| Chicago Capital, LLC | 0.01% | Reduce -13.1% | 1,130 | $216K |
| Forum Private Client Group LLC | 0.07% | No change | 1,129 | $216K |
| Resonant Capital Advisors, LLC | 0.01% | No change | 1,128 | $215K |
| Horst & Graben Wealth Management LLC | 0.03% | No change | 1,127 | $215K |
| Aviso Wealth Management | 0.09% | Reduce -0.1% | 1,127 | $215K |
| Permanent Capital Management, LP | 0.04% | No change | 1,125 | $215K |
| Levin Capital Strategies, L.P. | 0.02% | No change | 1,125 | $215K |
| Flaharty Asset Management, LLC | 0.03% | No change | 1,125 | $215K |
| Jacobson & Schmitt Advisors, LLC | 0.04% | No change | 1,124 | $215K |
| Legacy Capital Wealth Management, LLC | 0.13% | — | 1,118 | $214K |
| Pandowealth. LLC | 0.20% | — | 1,118 | $214K |
| Valued Retirements, Inc. | 0.21% | New | 1,116 | $213K |
| TruWealth Advisors, LLC | 0.01% | No change | 1,116 | $213K |
| Pinney & Scofield, Inc. | 0.12% | New | 1,115 | $213K |
| Tumwater Wealth Management, LLC | 0.09% | Reduce -2.6% | 1,115 | $213K |
| TCV Trust & Wealth Management, Inc. | 0.02% | No change | 1,114 | $213K |
| Stonebrook Private Inc. | 0.04% | No change | 1,113 | $213K |
| Quantum Financial Planning Services, Inc. | 0.08% | Reduce -15.2% | 1,112 | $212K |
| Wealthquest Corp | 0.02% | New | 1,111 | $212K |
| Hyposwiss Advisors SA | 0.21% | — | 1,110 | $212K |
| Rossmore Private Capital | 0.02% | Add +2675.0% | 1,110 | $212K |
| Golden Bell Financial Planning LLC | 0.18% | Add +0.8% | 1,105 | $211K |
| Poinciana Advisors Group, LLC | 0.17% | No change | 1,105 | $211K |
| Community Bank, N.A. | 0.02% | Add +37.9% | 1,103 | $211K |
| Gilpin Wealth Management, LLC | 0.17% | — | 1,102 | $210K |
| First Western Trust Bank | 0.01% | No change | 1,102 | $210K |
| Clearstead Trust, LLC | 0.03% | Add +11.8% | 1,101 | $210K |
| Triumph Capital Management | 0.05% | New | 1,100 | $210K |
| Williams & Novak, LLC | 0.16% | New | 1,100 | $210K |
| Mfa Wealth Advisors, LLC | 0.04% | No change | 1,100 | $210K |
| CAP Partners, LLC | 0.12% | Reduce -0.7% | 1,098 | $210K |
| Great Lakes Retirement, Inc. | 0.02% | No change | 1,098 | $210K |
| Empirical Asset Management, LLC | 0.06% | New | 7,071 | $209K |
| Sicart Associates LLC | 0.06% | No change | 1,093 | $209K |
| Gallagher Capital Advisors, LLC | 0.13% | New | 1,090 | $209K |
| Stonebridge Financial Group, LLC | 0.02% | Add +0.5% | 1,092 | $209K |
| Higgins & Schmidt Wealth Strategies LLC | 0.10% | New | 1,092 | $209K |
| Meridian Financial Partners LLC | 0.08% | New | 1,050 | $208K |
| Novus Advisors, LLC | 0.47% | Add +1.4% | 1,091 | $208K |
| Symphony Financial, Ltd. Co. | 0.03% | New | 1,089 | $208K |
| John G Ullman & Associates Inc. | 0.03% | No change | 1,090 | $208K |
| MADDEN SECURITIES Corp | 0.06% | No change | 1,089 | $208K |
| LVW Advisors, LLC | 0.02% | No change | 1,086 | $207K |
| Tribridge Partners Financial LLC | 0.09% | No change | 1,086 | $207K |
| Trademark Financial Management, LLC | 0.11% | Reduce -4.2% | 1,083 | $207K |
| Longview Financial Advisors LLC | 0.11% | Add +1.7% | 1,082 | $207K |
| Richard P Slaughter Associates Inc | 0.04% | Reduce -7.0% | 1,082 | $207K |
| Total Investment Management Inc. | 0.03% | New | 1,077 | $206K |
| Sentinel Trust Co. Lba | 0.02% | New | 1,071 | $205K |
| Occidental Asset Management, LLC | 0.02% | New | 1,067 | $204K |
| Cadia Private Client LLC | 0.16% | — | 1,065 | $203K |
| Hara Capital LLC | 0.11% | No change | 1,065 | $203K |
| First Bank & Trust | 0.03% | Reduce -5.5% | 1,064 | $203K |
| Joseph P. Lucia & Associates, LLC | 0.07% | New | 1,062 | $203K |
| Bluespring Wealth Management, LLC | 0.02% | New | 1,060 | $202K |
| Intrust Bank NA | 0.02% | New | 1,060 | $202K |
| Virtue Capital Management, LLC | 0.03% | New | 1,049 | $202K |
| FreeGulliver LLC | 0.09% | Reduce -10.6% | 1,057 | $202K |
| MBA Advisors LLC | 0.08% | New | 1,048 | $200K |
| Biltmore Family Office, LLC | 0.03% | Reduce -1.6% | 1,040 | $199K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -3.3% | 1,033 | $197K |
| Ballast Advisors LLC | 0.05% | No change | 1,025 | $196K |
| Marshall & Sterling Wealth Advisors Inc. | 0.13% | Add +10.3% | 1,025 | $196K |
| Valor Advisors LLC | 0.16% | — | 1,023 | $195K |
| Ceeto Capital Group, LLC | 0.06% | No change | 1,019 | $195K |
| South Plains Financial, Inc. | 0.11% | New | 1,010 | $193K |
| Bullock Wealth Management Group | 0.09% | — | 1,004 | $192K |
| Quent Capital, LLC | 0.01% | Add +6.5% | 978 | $187K |
| Ameriflex Group, Inc. | 0.10% | Reduce -45.5% | 977 | $187K |
| Powell Investment Advisors, LLC | 0.06% | No change | 973 | $186K |
| HM Payson & Co. | 0.00% | No change | 966 | $184K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Add +70.9% | 928 | $177K |
| Measured Wealth Private Client Group, LLC | 0.05% | No change | 923 | $176K |
| MeadowBrook Investment Advisors LLC | 0.15% | No change | 921 | $176K |
| DV Trading LLC | 0.01% | — | 900 | $172K |
| Compass Financial Services Inc | 0.07% | Add +0.8% | 879 | $168K |
| Garton & Associates Financial Advisors LLC | 0.10% | — | 875 | $167K |
| Bfsg, LLC | 0.02% | Reduce -11.5% | 841 | $161K |
| Wolff Wiese Magana LLC | 0.09% | Add +14.4% | 840 | $160K |
| Financial Network Wealth Advisors LLC | 0.16% | Add +0.1% | 828 | $158K |
| Financial Freedom, LLC | 0.08% | Reduce -5.4% | 828 | $158K |
| Retirement Wealth Solutions LLC | 0.10% | Add +0.4% | 826 | $158K |
| Commonwealth Retirement Investments LLC | 0.05% | New | 810 | $155K |
| Coston, McIsaac & Partners | 0.03% | Add +0.9% | 790 | $150K |
| Cornerstone Financial Management LLC | 0.14% | — | 785 | $150K |
| Valued Wealth Advisors LLC | 0.07% | No change | 785 | $150K |
| EPG Wealth Management LLC | 0.04% | Add +0.9% | 770 | $147K |
| City Holding Co. | 0.02% | No change | 747 | $143K |
| Osbon Capital Management LLC | 0.13% | — | 726 | $139K |
| Morris Financial Concepts, Inc. | 0.05% | No change | 726 | $139K |
| Reflection Asset Management | 0.10% | — | 705 | $137K |
| Capitol Family Office, Inc. | 0.16% | No change | 715 | $137K |
| Provident Wealth Management, LLC | 0.04% | No change | 714 | $136K |
| Arlington Trust Co LLC | 0.01% | Reduce -56.3% | 710 | $136K |
| Corsicana & Co. | 0.08% | No change | 708 | $135K |
| Walsh & Associates, LLC | 0.13% | — | 702 | $134K |
| Aberdeen Wealth Management LLC | 0.06% | No change | 700 | $134K |
| Park Place Capital Corp | 0.03% | Add +1.0% | 677 | $129K |
| Lynch Asset Management, Inc. | 0.04% | Reduce -18.0% | 671 | $128K |
| Barnes Dennig Private Wealth Management LLC | 0.13% | Add +27.0% | 664 | $127K |
| Arcadia Investment Advisors LLC | 0.06% | No change | 658 | $126K |
| Creative Capital Management Investments LLC | 0.04% | No change | 652 | $125K |
| Sherman Asset Management, Inc. | 0.11% | Reduce -2.5% | 652 | $124K |
| Hilton Head Capital Partners, LLC | 0.07% | — | 645 | $123K |
| Bernard Wealth Management Corp. | 0.05% | No change | 642 | $123K |
| Dagco, Inc. | 0.03% | Add +1.0% | 634 | $121K |
| Pin Oak Investment Advisors Inc. | 0.08% | No change | 585 | $121K |
| LGT Financial Advisors LLC | 0.74% | Add +0.8% | 632 | $121K |
| Kings Path Partners LLC | 0.04% | Add +1.0% | 628 | $120K |
| Ulland Investment Advisors, LLC | 0.10% | Reduce -1.4% | 626 | $120K |
| Adirondack Trust Co. | 0.04% | Reduce -0.2% | 626 | $120K |
| Sachetta, LLC | 0.07% | No change | 623 | $119K |
| Sellwood Investment Partners LLC | 0.05% | No change | 616 | $118K |
| Atlantic Edge Private Wealth Management, LLC | 0.03% | No change | 607 | $116K |
| Accent Capital Management, LLC | 0.05% | No change | 600 | $115K |
| Prosperity Bancshares Inc | 0.10% | — | 579 | $111K |
| Eq Wealth Advisors, LLC | 0.06% | New | 560 | $107K |
| Cornerstone Planning Group LLC | 0.02% | Add +2457.1% | 537 | $107K |
| Evensky & Katz LLC | 0.01% | Add +1.1% | 552 | $106K |
| Thompson Investment Management, Inc. | 0.01% | No change | 550 | $105K |
| Marquette Asset Management, LLC | 0.02% | No change | 534 | $102K |
| Entrust Financial LLC | 0.08% | — | 531 | $102K |
| Hughes Financial Services, LLC | 0.02% | No change | 530 | $101K |
| Redwood Park Advisors LLC | 0.07% | No change | 525 | $100K |
| Noble Wealth Management PBC | 0.05% | No change | 525 | $100K |
| Richards, Merrill & Peterson, Inc. | 0.04% | No change | 524 | $100K |
| Paladin Advisory Group, LLC | 0.07% | No change | 523 | $100K |
| Integrity Financial Corp | 0.05% | No change | 522 | $100K |
| Legacy Bridge, LLC | 0.04% | Reduce -3.7% | 521 | $100K |
| Canton Hathaway, LLC | 0.02% | No change | 515 | $98K |
| one8zero8, LLC | 0.02% | No change | 504 | $96K |
| Hoey Investments, Inc. | 0.01% | Reduce -46.0% | 498 | $95K |
| Providence Capital Advisors, LLC | 0.02% | Reduce -59.5% | 492 | $94K |
| Wealth Watch Advisors, INC | 0.03% | Reduce -30.3% | 484 | $92K |
| Davis Capital Management | 0.06% | Add +0.8% | 482 | $92K |
| Addison Advisors LLC | 0.02% | No change | 481 | $92K |
| Monetary Management Group Inc. | 0.02% | Add +60.0% | 480 | $92K |
| Sittner & Nelson, LLC | 0.03% | Add +0.5% | 443 | $91K |
| Basepoint Wealth LLC | 0.05% | New | 459 | $88K |
| Vermillion & White Wealth Management Group, LLC | 0.05% | Add +4.3% | 457 | $87K |
| Silicon Valley Capital Partners | 0.01% | Add +1.1% | 455 | $87K |
| Physician Wealth Advisors, Inc. | 0.01% | Reduce -0.2% | 445 | $85K |
| Kimelman & Baird, LLC | 0.01% | Reduce -31.2% | 441 | $84K |
| 1015 Capital Partners, LLC | 0.08% | — | 434 | $83K |
| Grand Wealth Management, LLC | 0.04% | No change | 434 | $83K |
| Mark Sheptoff Financial Planning, LLC | 0.04% | Reduce -34.3% | 431 | $82K |
| POM Investment Strategies, LLC | 0.04% | Reduce -29.0% | 416 | $79K |
| Resources Management Corp. /CT/ | 0.01% | No change | 416 | $79K |
| Evelyn Partners Investment Management Services Ltd | 0.01% | New | 410 | $78K |
| Missouri Trust & Investment Co | 0.02% | No change | 386 | $74K |
| IFC & Insurance Marketing, Inc. | 0.07% | — | 382 | $73K |
| Costello Asset Management, INC | 0.02% | Add +1.1% | 379 | $72K |
| Avion Wealth | 0.02% | Add +0.3% | 380 | $72K |
| HighMark Wealth Management LLC | 0.03% | Add +37400.0% | 375 | $72K |
| Morton Brown Family Wealth, LLC | 0.02% | Reduce -15.6% | 374 | $71K |
| Pittenger & Anderson Inc. | 0.00% | Add +164.5% | 373 | $71K |
| Vision Retirement, LLC | 0.02% | — | 370 | $71K |
| 3Chopt Investment Partners, LLC | 0.02% | No change | 369 | $70K |
| Elyxium Wealth, LLC | 0.02% | New | 366 | $70K |
| Birchwood Financial Partners, Inc. | 0.07% | — | 360 | $69K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | Reduce -13.5% | 358 | $68K |
| True Wealth Design, LLC | 0.02% | Add +21.4% | 352 | $67K |
| Ransom Advisory, Ltd | 0.03% | New | 350 | $67K |
| Pacific Center for Financial Services | 0.02% | No change | 343 | $64K |
| Clean Yield Group | 0.02% | Reduce -42.8% | 329 | $63K |
| Running Point Capital Advisors, LLC | 0.02% | Add +0.3% | 320 | $61K |
| Evelyn Partners Asset Management Ltd | 0.01% | No change | 320 | $61K |
| Atlantic Private Wealth, LLC | 0.04% | No change | 317 | $61K |
| DecisionPoint Financial, LLC | 0.01% | Add +222.7% | 313 | $60K |
| Kozak & Associates, Inc. | 0.01% | Reduce -9.6% | 303 | $60K |
| Founders Capital Management | 0.03% | No change | 300 | $57K |
| Ramirez Asset Management, Inc. | 0.01% | No change | 300 | $57K |
| Atwood & Palmer Inc. | 0.00% | No change | 296 | $57K |
| Elevate Wealth Advisory, Inc. | 0.04% | No change | 294 | $56K |
| Bear Mountain Capital, Inc. | 0.02% | No change | 283 | $56K |
| Ares Financial Consulting, LLC | 0.05% | — | 293 | $56K |
| Concord Wealth Partners | 0.01% | Add +0.3% | 290 | $55K |
| Turning Point Benefit Group, Inc. | 0.03% | Reduce -7.2% | 283 | $54K |
| United Community Bank | 0.02% | Add +37.5% | 275 | $53K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.04% | — | 274 | $52K |
| Financial Consulate, Inc. | 0.01% | Reduce -20.1% | 274 | $52K |
| American Capital Advisory, LLC | 0.02% | No change | 271 | $52K |
| Tidemark, LLC | 0.01% | No change | 268 | $51K |
| Cordant, Inc. | 0.02% | Reduce -3.3% | 262 | $50K |
| Bellevue Asset Management, LLC | 0.02% | Add +1.2% | 257 | $49K |
| GW&K Investment Management, LLC | 0.00% | No change | 259 | $49K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 254 | $49K |
| Hollencrest Capital Management | 0.00% | Reduce -10.0% | 242 | $46K |
| Pflug Koory, LLC | 0.02% | Add +48.7% | 229 | $44K |
| SYM FINANCIAL Corp | 0.00% | Add +240.3% | 228 | $44K |
| Byrne Asset Management LLC | 0.02% | Add +28.6% | 225 | $43K |
| Godfrey Financial Associates, Inc. | 0.04% | — | 221 | $42K |
| Activest Wealth Management | 0.01% | Add +53.5% | 218 | $42K |
| Monetary Solutions, Ltd | 0.04% | — | 211 | $40K |
| Aspect Partners, LLC | 0.02% | No change | 207 | $40K |
| Rice Partnership, LLC | 0.01% | Reduce -17.3% | 206 | $39K |
| MPWM Advisory Solutions, LLC | 0.02% | Add +0.5% | 206 | $39K |
| EMC Capital Management | 0.02% | Reduce -89.3% | 200 | $39K |
| Sawyer & Company, Inc | 0.01% | No change | 204 | $39K |
| Cedar Wealth Management, LLC | 0.01% | No change | 198 | $38K |
| Peachtree Investment Partners, LLC | 0.01% | Reduce -55.1% | 192 | $37K |
| American Wealth Advisors, LLC | 0.04% | Add +1.1% | 189 | $36K |
| Towne Trust Company, N.A | 0.01% | Add +17.4% | 189 | $36K |
| Citizens National Bank Trust Department | 0.01% | No change | 187 | $36K |
| Team Financial Group, LLC | 0.02% | Add +190.6% | 186 | $36K |
| Whipplewood Advisors, LLC | 0.02% | No change | 185 | $35K |
| Comprehensive Financial Planning, Inc. | 0.02% | Reduce -29.2% | 184 | $35K |
| Luken Investment Analytics, LLC | 0.01% | New | 183 | $35K |
| Cardinal Strategic Wealth Guidance | 0.01% | Reduce -14.8% | 173 | $33K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 175 | $33K |
| Proathlete Wealth Management LLC | 0.01% | No change | 171 | $33K |
| Y.D. More Investments Ltd | 0.00% | No change | 166 | $32K |
| Piscataqua Savings Bank | 0.02% | No change | 160 | $31K |
| Chesapeake Asset Management LLC | 0.03% | Add +6.0% | 158 | $30K |
| Your Advocates Ltd., LLP | 0.01% | No change | 155 | $30K |
| Independence Bank of Kentucky | 0.00% | New | 152 | $29K |
| CNB Bank | 0.01% | New | 151 | $29K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 137 | $26K |
| Godsey & Gibb, Inc. | 0.00% | New | 135 | $26K |
| Arvest Investments, Inc. | 0.00% | No change | 132 | $25K |
| Dorato Capital Management | 0.02% | — | 127 | $25K |
| Investors Research Corp | 0.00% | No change | 128 | $24K |
| Carolina Wealth Advisors, LLC | 0.01% | Add +78.3% | 123 | $23K |
| Aventura Private Wealth, LLC | 0.01% | No change | 122 | $23K |
| Rosenberg Matthew Hamilton | 0.00% | Reduce -24.0% | 117 | $22K |
| Albion Financial Group | 0.00% | No change | 117 | $22K |
| Lloyd Advisory Services, LLC. | 0.01% | New | 115 | $22K |
| Van Den Berg Management I, Inc. | 0.00% | No change | 113 | $22K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 112 | $21K |
| Mascoma Wealth Management LLC | 0.00% | Add +0.9% | 109 | $21K |
| Riverview Trust Co | 0.02% | No change | 105 | $20K |
| Broadwater Capital Management LLC | 0.01% | No change | 100 | $19K |
| Viewpoint Capital Management LLC | 0.01% | No change | 100 | $19K |
| Centennial Bank | 0.01% | No change | 100 | $19K |
| Key Capital Management, INC | 0.02% | — | 98 | $19K |
| Field & Main Bank | 0.01% | No change | 98 | $19K |
| Eukles Asset Management | 0.01% | No change | 96 | $18K |
| Transce3nd, LLC | 0.14% | Add +18.7% | 89 | $18K |
| Truvestments Capital LLC | 0.00% | New | 92 | $18K |
| McGuire Capital Advisors Inc. | 0.01% | — | 91 | $17K |
| 1 North Wealth Services LLC | 0.01% | Add +333.3% | 91 | $17K |
| LM Advisors LLC | 0.07% | Reduce -81.3% | 3,199 | $17K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | New | 87 | $17K |
| ROSS\JOHNSON & Associates LLC | 0.30% | Add +1.2% | 85 | $16K |
| Bayban | 0.01% | — | 84 | $16K |
| Atomic Invest LLC | 0.01% | — | 83 | $16K |
| Alerus Financial NA | 0.00% | No change | 82 | $16K |
| Vision Financial Markets LLC | 0.02% | No change | 81 | $15K |
| PFC Capital Group, Inc. | 0.01% | No change | 80 | $15K |
| Networth Advisors, LLC | 0.01% | — | 73 | $14K |
| Armor Investment Advisors, LLC | 0.00% | New | 70 | $13K |
| Rexford Capital Inc. | 0.01% | New | 69 | $13K |
| Tower View Wealth Management LLC | 0.01% | Reduce -18.5% | 66 | $13K |
| Winnacle Wealth LLC | 0.01% | Reduce -93.8% | 62 | $12K |
| PFS Partners, LLC | 0.01% | No change | 60 | $12K |
| Islay Capital Management, LLC | 0.01% | New | 60 | $11K |
| Strategic Advocates LLC | 0.00% | New | 56 | $11K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 56 | $10K |
| Aviso Financial Inc. | 0.00% | No change | 52 | $10K |
| GoalVest Advisory LLC | 0.00% | New | 52 | $10K |
| MJT & Associates Financial Advisory Group, Inc. | 0.01% | No change | 48 | $9K |
| YANKCOM Partnership | 0.00% | Add +65.4% | 43 | $8K |
| Navigoe, LLC | 0.00% | No change | 45 | $8K |
| HFM Investment Advisors, LLC | 0.00% | No change | 40 | $8K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 38 | $7K |
| First Financial Corp. | 0.00% | No change | 36 | $7K |
| Greykasell Wealth Strategies, Inc. | 0.00% | No change | 33 | $6K |
| Anfield Capital Management, LLC | 0.00% | No change | 30 | $6K |
| Daytona Street Capital LLC | 0.00% | — | 28 | $5K |
| Sunrise Financial Services, LLC | 0.00% | — | 23 | $4K |
| Fortis Group Advisors, LLC | 0.00% | No change | 22 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.9% | 22 | $4K |
| Spurstone Advisory Services, LLC | 0.06% | No change | 19 | $4K |
| Arjuna Capital | 0.00% | Reduce -82.5% | 17 | $3K |
| Wallace Hart LLC | 0.00% | No change | 15 | $3K |
| Mountain Hill Investment Partners Corp. | 0.00% | No change | 11 | $2K |
| Quaker Wealth Management, LLC | 0.00% | Add +120.0% | 11 | $2K |
| Burkett Financial Services, LLC | 0.00% | Reduce -97.8% | 8 | $2K |
| Blume Capital Management, Inc. | 0.00% | No change | 8 | $2K |
| Delos Wealth Advisors, LLC | 0.00% | No change | 5 | $955 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 5 | $955 |
| Rakuten Securities, Inc. | 0.00% | Reduce -94.5% | 5 | $955 |
| Cheviot Value Management, LLC | 0.00% | No change | 3 | $595 |
| Delta Asset Management LLC | 0.00% | No change | 2 | $382 |
| Decker Retirement Planning Inc. | 0.00% | New | 2 | $332 |
| Manning & Napier Advisors LLC | 0.00% | Reduce -100.0% | 2 | $307 |
| Quattro Advisors LLC | 0.00% | — | 1 | $202 |
| RHL Group, LLC | 0.00% | — | 1 | $191 |
"% 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.