Vanguard Mrngstr Val ETF-AuiVTVETF
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 2,719 institutions reported holding Vanguard Mrngstr Val ETF-Aui (VTV) in their 13F filings, up 44 from Q4 2025. 142 opened new positions and 90 sold out. The largest holders were Bank of America Corp. ($25.8B), Jones Financial Companies LLLP ($9.9B) and Morgan Stanley ($6.6B). 8 famous investors held it, including Joel Greenblatt (0.5% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Vanguard Mrngstr Val ETF-Aui
- CUSIP
- 922908744
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 142 | $273.2M |
| Exits | 90 | $103.3M |
All 13F filers, Q4 2025 → Q1 2026: 24,323,677 shares bought and 36,721,519 shares sold, net −12,397,842 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,719 holders
| Bank of America Corp. | 1.89% | Reduce -3.3% | 131,676,968 | $25.8B |
| Jones Financial Companies LLLP | 4.77% | Reduce -7.2% | 51,321,269 | $9.9B |
| Morgan Stanley | 0.40% | Add +1.4% | 33,645,562 | $6.6B |
| Envestnet Asset Management Inc. | 1.19% | Add +11.4% | 22,591,492 | $4.4B |
| UBS Group AG | 0.47% | Add +6.8% | 13,503,195 | $2.6B |
| Ameriprise Financial Inc. | 0.52% | Add +2.0% | 11,405,110 | $2.2B |
| LPL Financial LLC | 0.58% | Add +4.1% | 11,180,221 | $2.2B |
| Raymond James Financial Inc. | 0.53% | Reduce -0.3% | 8,736,451 | $1.7B |
| Wells Fargo & Company | 0.33% | Add +3.0% | 8,492,812 | $1.7B |
| EP Wealth Advisors, LLC | 8.12% | Add +6.3% | 8,418,734 | $1.7B |
| Cetera Investment Advisers | 1.62% | Add +4.0% | 7,740,408 | $1.5B |
| Tiaa-Cref Individual & Institutional Services, LLC | 5.03% | — | 6,668,184 | $1.3B |
| Captrust Financial Advisors | 2.29% | Add +4.3% | 6,662,268 | $1.3B |
| Royal Bank of Canada | 0.22% | Add +0.6% | 5,815,364 | $1.1B |
| D.A. Davidson & Co. | 6.68% | Add +0.8% | 5,611,282 | $1.1B |
| Mill Creek Capital Advisors, LLC | 21.11% | Add +0.3% | 5,237,874 | $1.0B |
| Mariner, LLC | 1.16% | Add +0.1% | 5,060,711 | $992.8M |
| Betterment LLC | 1.81% | Reduce -2.2% | 4,864,568 | $954.4M |
| FMR LLC | 0.05% | Add +0.5% | 4,544,984 | $891.7M |
| Northwestern Mutual Wealth Management Co. | 0.55% | Add +10.9% | 4,540,035 | $890.8M |
| Focus Partners Wealth | 0.94% | Reduce -0.7% | 4,283,154 | $840.4M |
| PNC Financial Services Group, Inc. | 0.48% | Add +0.1% | 4,247,947 | $833.4M |
| JPMorgan Chase & Co. | 0.05% | Add +5.3% | 3,949,851 | $762.4M |
| Sei Investments Co. | 0.69% | Add +1.9% | 3,838,454 | $753.1M |
| HighTower Advisors, LLC | 0.73% | Add +1.7% | 3,521,088 | $690.8M |
| Rwa Wealth Partners, LLC | 7.37% | Reduce -6.5% | 3,430,591 | $673.1M |
| Moneta Group Investment Advisors LLC | 4.98% | Add +2.9% | 3,371,516 | $661.5M |
| Bank of New York Mellon Corp | 0.11% | Reduce -12.1% | 3,074,772 | $603.3M |
| Goldman Sachs Group Inc. | 0.07% | Reduce -4.2% | 2,862,779 | $561.7M |
| Balentine LLC | 22.49% | Add +12803.4% | 2,846,109 | $558.4M |
| CBIZ Investment Advisory Services, LLC | 19.38% | Add +28.1% | 2,701,704 | $530.1M |
| Commonwealth Equity Services, LLC | 0.72% | Reduce -2.8% | 2,636,976 | $517.4M |
| Caisse de depot et placement du Quebec | 0.81% | Add +147.3% | 2,586,209 | $507.4M |
| Osaic Holdings, Inc. | 0.74% | Add +8.3% | 2,563,530 | $503.1M |
| Truist Financial Corp. | 0.64% | Reduce -7.8% | 2,405,835 | $472.0M |
| Mission Wealth Management, LP | 9.87% | Reduce -0.1% | 2,403,123 | $471.5M |
| Citigroup Inc. | 0.29% | Reduce -12.2% | 2,329,100 | $457.0M |
| Choreo, LLC | 5.24% | Add +2.8% | 2,176,884 | $427.1M |
| Provida Pension Fund Administrator | 6.34% | Add +1.1% | 1,920,543 | $376.8M |
| Coldstream Capital Management Inc. | 4.36% | Add +3.6% | 1,792,680 | $351.7M |
| Waldron Private Wealth LLC | 13.70% | Add +13.3% | 1,791,053 | $351.4M |
| Modera Wealth Management, LLC | 4.16% | Add +3.8% | 1,768,345 | $346.9M |
| Stifel Financial Corp. | 0.31% | Add +1.0% | 1,691,366 | $331.8M |
| Bell Bank | 13.52% | Add +1.4% | 1,625,697 | $319.0M |
| Cerity Partners LLC | 0.45% | Add +21.8% | 1,623,206 | $318.9M |
| Facet Wealth, Inc. | 5.41% | Add +3.7% | 1,591,664 | $312.3M |
| Baird Financial Group, Inc. | 0.46% | Add +1.7% | 1,511,322 | $296.5M |
| Rockefeller Capital Management L.P. | 0.51% | Add +8.0% | 1,454,595 | $285.4M |
| Wealth Enhancement Advisory Services, LLC | 0.63% | Reduce -16.6% | 1,446,101 | $284.5M |
| United Capital Financial Advisors, LLC | 1.73% | Reduce -1.2% | 1,433,905 | $281.4M |
| Assetmark, Inc. | 0.56% | Reduce -2.2% | 1,407,931 | $276.2M |
| Lincoln National Corp. | 7.95% | Reduce -6.4% | 1,399,269 | $274.5M |
| Retirement Investment Advisors, Inc. | 21.15% | No change | 1,375,849 | $262.8M |
| Beacon Pointe Advisors, LLC | 1.37% | Add +32.5% | 1,316,904 | $258.4M |
| Sanctuary Advisors, LLC | 1.31% | Reduce -1.6% | 1,237,731 | $242.8M |
| MML Investors Services, LLC | 0.64% | Reduce -15.4% | 1,173,261 | $230.2M |
| Blair William & Co. | 0.66% | Add +29.8% | 1,165,912 | $228.8M |
| Alliancebernstein L.P. | 0.07% | Add +6.9% | 1,187,977 | $226.9M |
| Mather Group, Llc. | 2.26% | Reduce -0.9% | 1,155,842 | $226.8M |
| NewEdge Advisors, LLC | 0.81% | Reduce -6.5% | 1,141,620 | $224.0M |
| Private Advisor Group, LLC | 1.00% | Add +1.4% | 1,084,070 | $212.7M |
| CIBC Bancorp USA Inc. | 0.29% | — | 1,079,577 | $211.8M |
| Garde Capital, Inc. | 12.69% | Reduce -1.0% | 1,079,480 | $211.8M |
| Brookstone Capital Management | 2.40% | Add +3.1% | 1,069,631 | $209.9M |
| BlackRock, Inc. | 0.00% | Reduce -45.0% | 1,053,222 | $206.6M |
| Cambridge Investment Research Advisors, Inc. | 0.52% | Add +8.7% | 1,028,947 | $201.9M |
| SCS Capital Management LLC | 2.11% | Reduce -2.7% | 1,014,417 | $199.0M |
| Merit Financial Group, LLC | 1.46% | Add +3.0% | 997,691 | $195.7M |
| Stephens Group Asset Management, LLC | 12.32% | Add +1.4% | 985,079 | $193.3M |
| Members Trust Co | 6.37% | Reduce -34.3% | 976,626 | $191.6M |
| Richard Bernstein Advisors LLC | 5.52% | Reduce -41.6% | 969,895 | $190.3M |
| Kestra Advisory Services, LLC | 0.72% | Add +3.7% | 966,359 | $189.6M |
| Corient Private Wealth LP | 0.27% | Reduce -15.0% | 972,713 | $189.6M |
| Vantagepoint Investment Advisers LLC | 1.51% | Reduce -18.6% | 909,566 | $178.5M |
| Creative Planning | 0.12% | Reduce -3.8% | 902,783 | $177.1M |
| Systematic Alpha Investments, LLC | 6.17% | No change | 894,868 | $175.6M |
| Thrive Wealth Management, LLC | 25.22% | Add +3.6% | 861,724 | $169.1M |
| Gotham Asset Management | 0.52% | Add +11.9% | 858,103 | $168.4M |
| Cwm, LLC | 0.44% | Reduce -0.7% | 854,071 | $167.6M |
| Everhart Financial Group, Inc. | 14.25% | Add +4.9% | 852,879 | $167.3M |
| RMG Wealth Management LLC | 19.23% | Add +3.2% | 799,707 | $166.5M |
| 71 West Capital Partners | 7.29% | Add +4.9% | 845,174 | $165.8M |
| Unison Advisors LLC | 11.90% | Add +97.3% | 799,450 | $156.9M |
| Sequoia Financial Advisors, LLC | 0.86% | Add +5.4% | 781,277 | $153.3M |
| Vista Capital Partners, Inc. | 15.06% | Reduce -1.4% | 763,114 | $149.7M |
| Saudi Central Bank | 3.14% | No change | 756,686 | $148.5M |
| Clearstead Advisors, LLC | 1.35% | Add +8.1% | 750,841 | $147.3M |
| Strategies Wealth Advisors, LLC | 14.63% | Add +1.9% | 742,120 | $145.6M |
| Woodmont Investment Counsel LLC | 8.93% | Reduce -1.3% | 738,418 | $144.9M |
| Nepc LLC | 2.75% | No change | 704,920 | $138.3M |
| Brandywine Oak Private Wealth LLC | 11.55% | Reduce -0.5% | 700,170 | $137.4M |
| Focused Wealth Management, Inc | 14.28% | Add +2.3% | 696,791 | $136.7M |
| Prime Capital Investment Advisors, LLC | 1.54% | Reduce -2.9% | 676,693 | $132.8M |
| Simon Quick Advisors, LLC | 5.94% | Add +5.4% | 662,211 | $129.9M |
| Cary Street Partners Financial LLC | 3.21% | Add +1.8% | 659,387 | $129.4M |
| Equitable Holdings, Inc. | 0.83% | Reduce -12.0% | 1,146,092 | $128.3M |
| Mountain Capital Investment Advisors Inc. | 18.83% | Reduce -8.7% | 623,769 | $126.9M |
| VestGen Advisors, LLC | 3.55% | Add +478.0% | 607,077 | $126.6M |
| US Bancorp \de | 0.15% | Reduce -22.6% | 644,088 | $126.4M |
| Brickley Wealth Management | 21.67% | Add +0.4% | 644,008 | $126.4M |
| Partners Capital Investment Group, LLP | 4.73% | Add +5.1% | 640,487 | $125.7M |
| EverSource Wealth Advisors, LLC | 3.83% | Add +81.8% | 638,267 | $125.2M |
| Citizens Financial Group Inc. | 1.73% | Reduce -0.6% | 633,314 | $124.3M |
| Foster Group, Inc. | 3.53% | Reduce -1.2% | 604,953 | $118.7M |
| Permanens Capital L.P. | 15.15% | Add +6.8% | 599,227 | $117.6M |
| IFC Advisors LLC | 16.45% | Add +2.5% | 585,861 | $114.9M |
| Bleakley Financial Group, LLC | 1.78% | Add +2.1% | 579,032 | $113.6M |
| BOK Financial Private Wealth, Inc. | 6.85% | Add +0.1% | 577,790 | $113.4M |
| Invictus Private Wealth, LLC | 6.99% | Add +2.0% | 575,730 | $113.0M |
| RMR Wealth Builders | 8.87% | Add +3.2% | 573,956 | $112.6M |
| Bessemer Group Inc. | 0.17% | Add +10.5% | 566,895 | $111.2M |
| Farther Finance Advisors, LLC | 1.04% | Add +27.4% | 558,234 | $109.8M |
| Summit Financial, LLC | 1.38% | Add +14.8% | 552,948 | $108.5M |
| Accredited Investors Inc. | 5.79% | Add +9.5% | 547,477 | $107.4M |
| Financial Synergies Wealth Advisors, Inc. | 10.16% | Add +0.5% | 542,399 | $106.4M |
| Orion Porfolio Solutions, LLC | 0.90% | Reduce -10.8% | 538,505 | $105.7M |
| Pathway Financial Advisors LLC | 13.01% | Add +5.3% | 533,771 | $105.1M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.83% | Reduce -8.9% | 523,585 | $102.7M |
| Euclidean Capital LLC | 26.01% | No change | 520,000 | $102.0M |
| Lido Advisors, LLC | 0.40% | Reduce -1.9% | 519,060 | $101.8M |
| Cornerstone Management, Inc. | 16.19% | Reduce -0.2% | 517,970 | $101.6M |
| Clark Asset Management, LLC | 9.43% | Add +11.8% | 512,049 | $100.5M |
| Nadler Financial Group, Inc. | 9.67% | Add +1.8% | 511,287 | $100.3M |
| CreativeOne Wealth, LLC | 2.29% | Add +0.9% | 502,637 | $98.6M |
| Bank of Hawaii | 5.15% | Reduce -0.4% | 501,531 | $98.4M |
| &partners | 0.49% | Add +7.1% | 499,413 | $98.3M |
| Efficient Advisors, LLC | 6.88% | Reduce -15.2% | 494,023 | $96.9M |
| Mercer Global Advisors Inc. | 0.14% | Add +4.0% | 481,121 | $94.4M |
| Envestnet Portfolio Solutions, Inc. | 0.52% | Reduce -27.4% | 478,310 | $93.8M |
| Trust Co of Tennessee | 17.32% | Reduce -1.5% | 473,952 | $93.0M |
| Creative Financial Designs Inc. | 5.55% | Add +90.7% | 465,070 | $91.2M |
| Natixis Advisors, LLC | 0.13% | Add +11.5% | 463,860 | $91.0M |
| Relyea Zuckerberg Hanson LLC | 9.15% | Add +0.6% | 463,695 | $91.0M |
| BIP Wealth, LLC | 3.69% | Reduce -5.8% | 461,873 | $90.6M |
| Fifth Third Bancorp | 0.16% | Add +73.5% | 458,170 | $89.9M |
| Savant Capital, LLC | 0.43% | Reduce -4.0% | 452,560 | $88.8M |
| Arax Advisory Partners | 2.50% | Reduce -7.4% | 451,562 | $88.6M |
| Parkway Wealth Management Group, LLC | 11.09% | Reduce -0.8% | 431,968 | $87.7M |
| Vanguard Advisers Inc. | 0.33% | — | 430,459 | $84.5M |
| Steward Partners Investment Advisory, LLC | 0.43% | Add +3.0% | 428,813 | $84.1M |
| Allworth Financial LP | 0.34% | Add +1.2% | 425,081 | $83.4M |
| Kestra Private Wealth Services, LLC | 1.02% | Add +5.0% | 422,508 | $82.9M |
| Stephens Inc. | 1.03% | Reduce -0.1% | 418,100 | $82.0M |
| Pasadena Private Wealth, LLC | 11.22% | Reduce -8.1% | 410,702 | $80.6M |
| Rodgers & Associates, LTD | 8.16% | Add +0.3% | 408,303 | $80.1M |
| M&T Bank Corp | 0.26% | Add +30.0% | 400,499 | $78.6M |
| Presilium Private Wealth, LLC | 13.25% | Add +0.9% | 382,983 | $75.1M |
| Atria Investments, Inc | 0.84% | Reduce -1.6% | 381,531 | $74.9M |
| UMB Bank, n.a. | 1.04% | Reduce -1.4% | 380,500 | $74.7M |
| Riversedge Advisors, LLC | 11.91% | Add +571.4% | 375,036 | $73.6M |
| Thrivent Financial for Lutherans | 0.14% | Reduce -16.3% | 367,950 | $72.2M |
| CSM Advisors, LLC | 1.77% | Add +0.0% | 367,088 | $72.0M |
| Evoke Wealth, LLC | 1.32% | Add +0.8% | 364,990 | $71.6M |
| Koshinski Asset Management, Inc. | 4.39% | Add +1.7% | 358,937 | $70.4M |
| Japan Science & Technology Agency | 1.46% | No change | 357,328 | $70.1M |
| Condor Capital Management | 5.85% | Add +0.3% | 357,139 | $70.1M |
| Sage Financial Group Inc. | 4.51% | Add +0.1% | 353,628 | $69.4M |
| Advisors Capital Management, LLC | 0.82% | Add +0.5% | 353,271 | $69.3M |
| Gleason Group, Inc. | 6.86% | Add +0.6% | 352,714 | $69.2M |
| Warwick Investment Management, Inc. | 10.01% | Add +14.1% | 351,924 | $69.0M |
| Grey Fox Wealth Advisors, LLC | 13.31% | Add +4.2% | 351,488 | $69.0M |
| Signaturefd, LLC | 1.06% | Reduce -1.1% | 351,113 | $68.9M |
| Janney Montgomery Scott LLC | 0.17% | Reduce -0.9% | 345,293 | $67.7M |
| Exencial Wealth Advisors, LLC | 2.10% | Reduce -1.3% | 343,665 | $67.4M |
| Concurrent Investment Advisors, LLC | 0.74% | Add +3.9% | 343,483 | $67.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.16% | Reduce -0.7% | 340,165 | $66.7M |
| Buffalo Business & Estate Services Ltd. | 9.63% | Reduce -10.2% | 338,073 | $66.3M |
| OLIO Financial Planning | 17.93% | Add +1.2% | 329,930 | $64.7M |
| Equitable Trust Co. | 2.99% | Reduce -0.5% | 329,649 | $64.7M |
| Cresset Asset Management, LLC | 0.28% | Add +28.0% | 327,253 | $64.2M |
| Signature Estate & Investment Advisors LLC | 1.30% | Add +5.0% | 326,948 | $64.1M |
| Waverly Advisors, LLC | 0.47% | Add +7.1% | 322,584 | $63.3M |
| Trust Co | 5.88% | Add +0.5% | 319,770 | $62.7M |
| Blue Edge Capital, LLC | 8.24% | Add +3.6% | 316,399 | $62.1M |
| Oarsman Capital, Inc. | 7.66% | Add +13.7% | 314,273 | $61.7M |
| DAVENPORT & Co LLC | 0.34% | Add +5.1% | 309,295 | $60.7M |
| Partners in Financial Planning | 10.00% | Add +0.8% | 307,188 | $60.3M |
| Affinity Capital Advisors, LLC | 8.43% | Add +1.1% | 306,490 | $60.1M |
| Foster Victor Wealth Advisors, LLC | 3.43% | Add +1.4% | 295,702 | $60.0M |
| McIlrath & Eck, LLC | 4.49% | Add +3.5% | 304,419 | $59.7M |
| Hirtle & Co., LLC | 2.29% | Reduce -0.9% | 299,946 | $58.8M |
| Baltimore-Washington Financial Advisors, Inc. | 2.55% | Add +5.5% | 299,357 | $58.7M |
| Quest Investment Management LLC | 6.81% | Add +114.2% | 297,204 | $58.3M |
| Qube Research & Technologies Ltd | 0.08% | Add +1492.6% | 296,414 | $58.2M |
| MAI Capital Management | 0.33% | Add +5.4% | 295,678 | $58.0M |
| Wealthspire Advisors, LLC | 0.45% | Add +1.3% | 292,875 | $57.5M |
| Tiaa Trust, National Association | 3.48% | Reduce -95.9% | 291,675 | $57.2M |
| Trustmark Bank Trust Department | 3.57% | Reduce -17.7% | 282,711 | $55.5M |
| Bishop & Co Investment Management, LLC | 18.89% | Reduce -0.7% | 280,613 | $55.1M |
| Focus Financial Network, Inc. | 1.95% | Add +19.9% | 277,178 | $54.4M |
| Cahill Financial Advisors Inc. | 5.80% | Add +10.4% | 273,007 | $53.6M |
| MCF Advisors LLC | 2.32% | Add +1.9% | 269,995 | $53.0M |
| Old Mission Investment Co LLC | 12.28% | Add +4.0% | 267,556 | $52.5M |
| Baron Silver Stevens Financial Advisors, LLC | 7.57% | Add +0.0% | 265,923 | $52.2M |
| Lake Street Private Wealth, LLC | 6.57% | Add +3.8% | 261,740 | $51.3M |
| Chaney Capital Management, Inc. | 18.08% | Reduce -0.9% | 261,330 | $51.3M |
| Manufacturers Life Insurance Company, The | 0.04% | Reduce -5.7% | 260,430 | $51.1M |
| Midland Wealth Advisors, LLC | 2.63% | Reduce -27.4% | 260,027 | $51.0M |
| Crane Advisory, LLC | 7.59% | Reduce -5.2% | 250,460 | $50.7M |
| Strategic Investment Advisors / MI | 3.49% | Add +9.4% | 257,162 | $50.5M |
| AQR Capital Management | 0.02% | Add +38.8% | 256,789 | $50.4M |
| Mgo One Seven LLC | 1.00% | Add +0.5% | 252,681 | $49.6M |
| Oxford Financial Group, LTD. LLC | 2.66% | Reduce -5.7% | 252,077 | $49.5M |
| Angeles Wealth Management, LLC | 2.65% | Reduce -2.2% | 248,466 | $48.7M |
| NewEdge Wealth, LLC | 0.58% | Reduce -1.8% | 248,233 | $48.7M |
| Savvy Advisors, Inc. | 1.30% | Reduce -12.6% | 246,874 | $48.4M |
| Noble Family Wealth, LLC | 10.00% | Add +2.6% | 246,791 | $48.4M |
| Truefg, LLC | 12.82% | Add +0.5% | 246,498 | $48.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2.69% | Add +8.4% | 240,791 | $47.2M |
| Greenup Street Wealth Management LLC | 6.59% | Add +6.2% | 238,755 | $46.8M |
| Apella Capital, LLC | 0.69% | Add +11.6% | 228,625 | $46.7M |
| Wealth Analytics Partners, LLC | 18.90% | Add +0.2% | 236,918 | $46.5M |
| Hennion & Walsh Asset Management, Inc. | 1.56% | Add +2.9% | 236,087 | $46.3M |
| TL Private Wealth | 18.15% | Reduce -2.8% | 228,514 | $46.0M |
| Vestmark Advisory Solutions, Inc. | 0.50% | Add +421.7% | 230,910 | $45.3M |
| Financial Engines Advisors L.L.C. | 0.09% | Reduce -4.5% | 226,853 | $44.5M |
| Financial Advisory Corp | 5.96% | Add +0.3% | 218,776 | $42.9M |
| Golden Road Advisors LLC | 24.70% | Reduce -0.2% | 218,561 | $42.9M |
| Harel Insurance Investments & Financial Services Ltd. | 0.29% | Add +1186.9% | 216,309 | $42.4M |
| Mainsail Asset Management, LLC | 18.99% | Add +0.3% | 215,626 | $42.3M |
| FLC Capital Advisors | 7.56% | Add +4.7% | 212,502 | $41.7M |
| Avior Wealth Management, LLC | 1.16% | Add +3.1% | 208,487 | $40.9M |
| Mesirow Financial Investment Management, Inc. | 0.66% | Add +33.2% | 208,072 | $40.8M |
| Strategic Blueprint, LLC | 2.37% | Reduce -0.2% | 207,546 | $40.7M |
| HUB Investment Partners, LLC | 0.99% | Reduce -5.5% | 207,122 | $40.6M |
| Advisory Services Network, LLC | 0.54% | Add +2.5% | 206,998 | $40.6M |
| Nomura Asset Management Co. Ltd. | 0.10% | Add +184.9% | 206,000 | $40.4M |
| Berman McAleer LLC | 5.48% | Add +0.1% | 204,647 | $40.2M |
| Legacies Wealth LLC | 25.28% | Reduce -9.0% | 203,132 | $39.9M |
| Integrity Alliance, Llc. | 1.52% | Reduce -15.5% | 202,968 | $39.8M |
| State Farm Mutual Automobile Insurance Co. | 0.03% | New | 202,548 | $39.7M |
| Evergreen Capital Management LLC | 0.84% | Add +5.1% | 197,610 | $38.8M |
| Wealth Alliance Advisory Group, LLC | 6.13% | Reduce -3.0% | 197,172 | $38.7M |
| Mitchell McLeod Pugh & Williams Inc. | 5.68% | Add +5.4% | 196,004 | $38.5M |
| Frisch Financial Group, Inc. | 7.91% | Add +31.2% | 192,733 | $37.8M |
| Goldstone Financial Group, LLC | 4.10% | Add +6.6% | 192,544 | $37.8M |
| Bank of Montreal | 0.02% | Reduce -54.0% | 191,521 | $37.6M |
| Glenmede Trust Co. NA | 0.18% | Add +1.6% | 191,444 | $37.6M |
| Quantinno Capital Management LP | 0.06% | Add +46.0% | 190,413 | $37.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +603.0% | 190,378 | $37.4M |
| Jacobsen Capital Management | 12.55% | Reduce -5.5% | 189,476 | $37.2M |
| Northern Trust Corp. | 0.00% | Reduce -0.2% | 189,220 | $37.1M |
| Sigma Investment Counselors Inc. | 1.96% | Reduce -2.2% | 188,615 | $37.0M |
| Kingswood Wealth Advisors, LLC | 1.75% | Reduce -5.1% | 188,101 | $36.9M |
| BlueSky Wealth Advisors, LLC | 4.75% | Add +4243.8% | 187,912 | $36.9M |
| Old National Bancorp | 0.61% | Add +661.1% | 185,027 | $36.3M |
| TD Private Client Wealth LLC | 0.75% | Reduce -5.8% | 184,861 | $36.3M |
| AAF Wealth Management, LLC | 14.82% | Reduce -0.1% | 184,175 | $36.1M |
| Regatta Capital Group, LLC | 5.44% | Add +2.4% | 183,365 | $36.0M |
| Trustees of Dartmouth College | 14.21% | No change | 182,250 | $35.8M |
| Mosaic Family Wealth Partners, LLC | 3.66% | Add +2.4% | 182,239 | $35.8M |
| Cambridge Capital Management, LLC | 15.34% | Add +3.0% | 181,469 | $35.6M |
| Financial Advisors Network, Inc. | 4.89% | Reduce -5.0% | 180,640 | $35.4M |
| Sepio Capital, LP | 1.92% | Reduce -0.6% | 180,365 | $35.4M |
| Integrated Wealth Concepts LLC | 0.28% | Add +123.8% | 180,138 | $35.3M |
| Hiley Hunt Wealth Management | 15.41% | Add +2.0% | 178,130 | $34.9M |
| Valley Wealth Managers, Inc. | 2.25% | Add +37.1% | 177,933 | $34.9M |
| Nwam LLC | 2.00% | Reduce -0.8% | 177,146 | $34.8M |
| Marino, Stram & Associates LLC | 6.24% | Add +0.8% | 177,091 | $34.7M |
| Bare Financial Services, Inc | 9.09% | Add +3.8% | 175,329 | $34.4M |
| Cornerstone Wealth Advisors, Inc. | 7.83% | Reduce -1.4% | 173,329 | $34.0M |
| Sageworth Trust Co | 1.44% | Reduce -1.9% | 170,955 | $33.5M |
| MA Private Wealth | 5.63% | Reduce -4.8% | 169,673 | $33.3M |
| Arbor Wealth Advisors LLC | 23.30% | Add +0.6% | 169,322 | $33.2M |
| Warner Financial, Inc. | 11.35% | Add +0.2% | 168,715 | $33.1M |
| Acorn Creek Capital LLC | 11.80% | Reduce -0.9% | 168,545 | $33.1M |
| Hilltop Partners LLC | 8.45% | Reduce -1.5% | 167,908 | $32.9M |
| Modern Wealth Management, LLC | 0.56% | Reduce -1.7% | 166,650 | $32.8M |
| Wealthspire Retirement, LLC | 1.96% | Add +6.4% | 166,576 | $32.7M |
| Lodestar Private Asset Management LLC | 3.22% | Add +21.5% | 166,531 | $32.7M |
| Kaydan Wealth Management, Inc. | 10.89% | Reduce -0.2% | 166,010 | $32.6M |
| Fee-Only Financial Planning, L.C. | 19.47% | Reduce -1.3% | 164,391 | $32.3M |
| Bragg Financial Advisors, Inc | 1.01% | Add +3.3% | 163,165 | $32.0M |
| Impact Partnership Wealth, LLC | 3.95% | Add +23.9% | 162,991 | $32.0M |
| Brown Advisory Inc. | 0.05% | Reduce -11.5% | 162,322 | $31.8M |
| Brooklyn Investment Group | 0.99% | Add +113.7% | 160,880 | $31.6M |
| Federation des caisses Desjardins du Quebec | 0.11% | Reduce -30.8% | 160,292 | $31.4M |
| Capital Wealth Management, LLC | 8.47% | Add +8.7% | 159,481 | $31.3M |
| Earned Wealth Advisors, LLC | 2.09% | Add +7.3% | 159,289 | $31.3M |
| Allen Wealth Management, LLC | 15.63% | Add +4.1% | 159,176 | $31.2M |
| United Financial Planning Group LLC | 17.96% | Reduce -0.2% | 154,900 | $30.4M |
| Valley National Advisers Inc. | 3.93% | Add +7.3% | 154,837 | $30.4M |
| Studio Investment Management LLC | 5.48% | Reduce -1.1% | 154,828 | $30.4M |
| First American Trust, FSB | 2.04% | Reduce -15.1% | 154,514 | $30.3M |
| Park Avenue Securities LLC | 0.24% | Add +14.3% | 154,412 | $30.3M |
| Stratos Wealth Partners, LTD. | 0.35% | Add +1.5% | 154,269 | $30.3M |
| Waterford Advisors, LLC | 9.57% | Add +2.5% | 156,352 | $30.2M |
| Rise Advisors, LLC | 10.61% | Add +1.6% | 153,093 | $30.1M |
| Towerpoint Wealth, LLC | 12.14% | Reduce -4.8% | 153,332 | $30.1M |
| Compound Planning, Inc. | 0.93% | Add +19.8% | 153,115 | $30.0M |
| Smith & Howard Wealth Management, LLC | 6.45% | Add +6.4% | 152,034 | $29.8M |
| Freedom Investment Management, Inc. | 8.83% | Reduce -4.9% | 151,572 | $29.7M |
| Principal Securities, Inc. | 0.42% | Reduce -2.2% | 147,560 | $29.0M |
| Newton One Investments LLC | 7.85% | Add +458.3% | 147,393 | $28.9M |
| First PREMIER Bank | 6.66% | Add +5.6% | 147,121 | $28.9M |
| Segall Bryant & Hamill, LLC | 0.41% | Reduce -5.9% | 146,525 | $28.7M |
| Wealth Architects, LLC | 2.56% | Reduce -2.2% | 146,324 | $28.7M |
| Parallel Advisors, LLC | 0.52% | Add +1.9% | 145,921 | $28.6M |
| Lebenthal Global Advisors, LLC | 4.15% | Add +0.9% | 145,322 | $28.5M |
| Rochester Wealth Strategies, LLC | 17.28% | Add +0.2% | 145,258 | $28.5M |
| Antonelli Financial Advisors, LLC | 19.64% | Add +4.6% | 144,864 | $28.4M |
| Courier Capital LLC | 1.58% | Reduce -0.3% | 144,342 | $28.3M |
| AE Wealth Management LLC | 0.15% | Add +38.9% | 143,858 | $28.2M |
| Financial Management Professionals, Inc. | 3.13% | Add +1.1% | 142,132 | $27.9M |
| Market Street Wealth Management Advisors LLC | 4.37% | Reduce -0.4% | 141,272 | $27.7M |
| Dakota Wealth Management | 0.59% | Reduce -23.8% | 139,684 | $27.4M |
| 25 LLC | 8.38% | Add +1.6% | 138,655 | $27.2M |
| Bokf, NA | 0.42% | Add +20.6% | 138,533 | $27.2M |
| TD Capital Management LLC | 2.43% | Reduce -0.1% | 137,633 | $27.0M |
| Veery Capital, LLC | 8.27% | Add +2.2% | 137,397 | $27.0M |
| Prospera Financial Services Inc | 0.43% | Add +5.1% | 137,167 | $26.9M |
| Elm Partners Management LLC | 1.16% | Add +10.5% | 139,209 | $26.9M |
| Arcadia Wealth Management, LLC | 9.64% | Add +0.9% | 135,718 | $26.6M |
| Parker Financial LLC | 10.51% | Add +0.2% | 134,312 | $26.3M |
| Fifth Third Securities, Inc. | 1.70% | Reduce -1.3% | 133,867 | $26.3M |
| Wealthspan Partners, LLC | 9.20% | Add +0.7% | 133,125 | $26.1M |
| Fiduciary Financial Group, LLC | 3.46% | Add +6.6% | 132,995 | $26.1M |
| Meridian Wealth Management, LLC | 0.92% | Add +2.4% | 132,533 | $26.0M |
| REAP Financial Group, LLC | 5.10% | Add +1.9% | 131,636 | $25.8M |
| White Lighthouse Investment Management Inc. | 3.57% | Reduce -0.1% | 131,200 | $25.7M |
| Evolution Advisers, Inc. | 10.81% | Reduce -0.6% | 130,751 | $25.7M |
| Great Valley Advisor Group, Inc. | 0.47% | Add +0.5% | 130,746 | $25.7M |
| Chicago Partners Investment Group LLC | 0.57% | Add +4.9% | 125,560 | $25.5M |
| Shore Point Advisors, LLC | 9.99% | Add +5.0% | 237,448 | $25.3M |
| Mutual Advisors, LLC | 0.54% | Add +2.0% | 128,253 | $25.2M |
| First Horizon Corp. | 1.05% | Add +11.7% | 128,125 | $25.1M |
| Clayton Financial Group LLC | 12.91% | Add +0.1% | 128,111 | $25.1M |
| Arkadios Wealth Advisors | 0.42% | Reduce -21.2% | 127,983 | $25.1M |
| Robertson Stephens Wealth Management, LLC | 0.69% | Reduce -2.0% | 126,341 | $24.8M |
| FWG Holdings, LLC | 9.28% | Reduce -17.2% | 124,166 | $24.6M |
| Ashton Thomas Private Wealth, LLC | 0.57% | Add +43.2% | 123,156 | $24.2M |
| STAR Financial Bank | 11.28% | Add +16.5% | 121,854 | $23.9M |
| Staley Capital Advisers Inc. | 1.01% | Add +1.8% | 121,469 | $23.8M |
| Retirement Planning Group, LLC | 0.74% | Add +5.4% | 120,954 | $23.7M |
| Harbour Investments, Inc. | 0.37% | Add +34.2% | 120,907 | $23.7M |
| Wealthcare Advisory Partners LLC | 0.46% | Reduce -0.8% | 120,529 | $23.6M |
| Certified Advisory Corp | 2.11% | Reduce -9.8% | 120,122 | $23.6M |
| Steele Capital Management, Inc. | 0.97% | Add +16.0% | 119,739 | $23.5M |
| Capital Investment Advisory Services, LLC | 1.71% | Add +8.6% | 119,301 | $23.4M |
| Droms Strauss Advisors Inc. /Mo/ | 6.11% | Add +1.0% | 119,053 | $23.4M |
| Sovereign Financial Group, Inc. | 4.05% | Add +6.0% | 118,631 | $23.3M |
| E&R Wealth Management, LLC | 23.12% | Add +2.7% | 118,309 | $23.2M |
| Boyd Wealth Management, LLC | 9.78% | Add +0.1% | 117,930 | $23.1M |
| Compton Wealth Advisory Group, LLC | 5.15% | Add +0.0% | 117,468 | $23.1M |
| Advantage Trust Co | 10.28% | Reduce -0.5% | 116,964 | $22.9M |
| Legacy Wealth Partners, LLC | 5.72% | Add +138.6% | 116,322 | $22.8M |
| Beacon Financial Group | 2.27% | Reduce -9.8% | 116,133 | $22.8M |
| Bridgewealth Advisory Group, LLC | 4.72% | Add +14.7% | 115,923 | $22.7M |
| Firestone Capital Management | 4.71% | Add +2.1% | 115,253 | $22.6M |
| Venture Visionary Partners LLC | 0.75% | Reduce -0.9% | 114,775 | $22.5M |
| LaSalle St. Investment Advisors, LLC | 3.15% | Reduce -1.2% | 114,010 | $22.4M |
| Werba Rubin Papier Wealth Management | 3.11% | Add +3.6% | 113,750 | $22.3M |
| Oak Root LLC | 2.72% | Reduce -2.8% | 113,665 | $22.3M |
| Independent Advisor Alliance | 0.24% | Add +298.1% | 113,637 | $22.3M |
| Spire Wealth Management | 0.76% | Reduce -1.2% | 113,366 | $22.2M |
| Heartwood Wealth Advisors LLC | 1.93% | Add +0.7% | 113,007 | $22.2M |
| Elite Financial, Inc. | 9.94% | Add +6.0% | 112,987 | $22.2M |
| Mayfair Advisory Group, LLC | 7.66% | Add +8.4% | 111,824 | $21.9M |
| Tenret Co LLC | 10.58% | Add +7.4% | 111,646 | $21.9M |
| Nabity-Jensen Investment Management Inc | 15.06% | Reduce -0.2% | 110,704 | $21.7M |
| Matrix Private Capital Group LLC | 10.34% | Add +0.6% | 109,269 | $21.4M |
| Campbell Deegan Wealth Management, LLC | 17.18% | Add +0.8% | 108,959 | $21.4M |
| RFG Advisory, LLC | 0.39% | Add +3.5% | 108,700 | $21.3M |
| Aspen Wealth Strategies, LLC | 11.44% | Add +1.1% | 108,514 | $21.3M |
| Renaissance Technologies | 0.03% | Add +877.3% | 107,500 | $21.1M |
| Visionary Wealth Advisors | 0.93% | Add +0.9% | 107,454 | $21.1M |
| Cresta Advisors, Ltd. | 8.63% | Add +9.7% | 107,426 | $21.1M |
| Sapient Capital LLC | 0.32% | Reduce -9.0% | 106,998 | $21.0M |
| Hartmann Taylor Wealth Management, LLC | 13.82% | Add +3.0% | 106,505 | $20.9M |
| Compass Planning Associates Inc | 13.18% | Reduce -5.5% | 105,077 | $20.6M |
| Kingsview Wealth Management, LLC | 0.28% | Add +8.3% | 104,465 | $20.5M |
| Midwest Financial Partners Investments, Inc. | 10.79% | Add +4.8% | 103,659 | $20.3M |
| Affiance Financial, LLC | 3.30% | Add +16.2% | 103,560 | $20.3M |
| R. W. Roge & Company, Inc. | 9.68% | Reduce -1.9% | 103,439 | $20.3M |
| Perkins Coie Trust Co | 3.89% | Add +3.6% | 103,000 | $20.2M |
| Schwallier Wealth Management LLC | 14.70% | Reduce -2.9% | 102,598 | $20.1M |
| DeLarme Wealth Management, Inc. | 12.95% | Add +1.5% | 102,494 | $20.1M |
| Greenbush Financial Group, LLC | 6.62% | Add +17.6% | 101,959 | $20.0M |
| Discipline Wealth Solutions, LLC | 2.09% | Add +452.6% | 101,412 | $19.9M |
| Topel & Distasi Wealth Management, LLC | 10.20% | Reduce -0.1% | 100,565 | $19.7M |
| Penserra Capital Management LLC | 0.23% | Reduce -48.6% | 100,443 | $19.7M |
| Valmark Advisers, Inc. | 0.23% | Add +24.2% | 100,433 | $19.7M |
| Oppenheimer & Co. Inc. | 0.24% | Add +51.2% | 100,270 | $19.7M |
| One Charles Private Wealth Services, LLC | 4.90% | Add +5.5% | 99,648 | $19.6M |
| Aspiriant, LLC | 0.56% | Reduce -1.2% | 99,384 | $19.5M |
| Bell Investment Advisors, Inc | 3.05% | Reduce -3.0% | 99,270 | $19.5M |
| Ocean Park Asset Management, LLC | 1.12% | New | 98,913 | $19.4M |
| Sightline Wealth Advisors, LLC | 8.21% | Reduce -4.4% | 98,828 | $19.4M |
| Aspire Private Capital, LLC | 4.37% | Reduce -1.1% | 98,733 | $19.4M |
| Brown Wealth Management, LLC | 4.97% | Add +8.9% | 98,675 | $19.4M |
| New York Life Investment Management LLC | 0.16% | Add +31.1% | 98,171 | $19.3M |
| Franklin Resources Inc. | 0.00% | Reduce -61.0% | 97,786 | $19.2M |
| NBT Bank, N.A. | 1.25% | Add +4454.6% | 97,605 | $19.2M |
| Associated Banc-Corp | 0.50% | Add +9.1% | 97,037 | $19.0M |
| Rinkey Investments | 4.87% | Add +3.8% | 97,032 | $19.0M |
| Prism Advisors, Inc. | 5.05% | Reduce -5.0% | 96,503 | $18.9M |
| Commerce Bank | 0.09% | Add +27.4% | 96,096 | $18.9M |
| AlphaCore Capital LLC | 0.45% | Add +258.5% | 95,986 | $18.8M |
| Jaffetilchin Investment Partners, LLC | 1.12% | Add +606.3% | 95,838 | $18.8M |
| Strategic Investment Solutions, Inc. | 4.53% | Add +7.2% | 94,875 | $18.8M |
| SWP Financial LLC | 9.48% | Reduce -7.7% | 94,703 | $18.6M |
| Robinswood Financial LLC | 5.85% | Add +2.0% | 94,696 | $18.6M |
| Cherry Tree Wealth Management, LLC | 3.91% | Reduce -4.6% | 94,311 | $18.5M |
| Falcon Wealth Planning | 1.25% | Reduce -1.4% | 93,601 | $18.4M |
| Legacy Edge Advisors, LLC | 1.92% | Reduce -6.6% | 93,130 | $18.3M |
| Souders Financial Advisors | 2.08% | Add +1.3% | 93,047 | $18.3M |
| B. Riley Wealth Advisors, Inc. | 1.18% | Reduce -19.5% | 94,248 | $18.2M |
| CX Institutional | 0.55% | Add +3.0% | 92,389 | $18.1M |
| Blueline Advisors LLC | 14.05% | Add +1.0% | 92,339 | $18.1M |
| Barings LLC | 0.30% | New | 92,190 | $18.1M |
| Whitegate Investment Counselors, Inc. | 5.75% | Add +1.3% | 92,108 | $18.1M |
| Focus Partners Advisor Solutions, LLC | 0.18% | Reduce -9.4% | 91,982 | $18.0M |
| Junk Investment Group, LLC | 9.46% | — | 91,935 | $18.0M |
| PCA Investment Advisory Services Inc. | 6.01% | Add +8.6% | 91,881 | $18.0M |
| Invst, LLC | 2.03% | Add +519.1% | 91,317 | $17.9M |
| Well Done, LLC | 2.63% | Add +0.3% | 91,279 | $17.9M |
| Global Strategic Investment Solutions, LLC | 1.75% | Add +0.2% | 90,773 | $17.8M |
| Pure Financial Advisors, LLC | 0.26% | Reduce -2.5% | 90,234 | $17.7M |
| Black Diamond Financial, LLC | 1.93% | Reduce -33.2% | 90,040 | $17.7M |
| Capital Analysts, LLC | 0.46% | Add +8.0% | 90,013 | $17.7M |
| DiPaolo Financial Group, Inc. | 12.80% | Add +22.6% | 89,604 | $17.6M |
| Stone Summit Wealth LLC | 4.89% | Reduce -5.9% | 89,521 | $17.6M |
| Inlight Wealth Management, LLC | 6.48% | Add +12.9% | 89,265 | $17.5M |
| Tortoise Investment Management, LLC | 1.44% | Add +1.0% | 89,094 | $17.5M |
| First United Bank & Trust | 5.66% | Reduce -1.6% | 88,807 | $17.4M |
| Beacon Financial Strategies CORP | 9.85% | Reduce -5.3% | 88,457 | $17.4M |
| First National Bank of Omaha | 0.54% | Reduce -0.3% | 88,514 | $17.3M |
| Wetzel Investment Advisors, Inc. | 6.87% | Add +11.3% | 87,820 | $17.2M |
| Bruce G. Allen Investments, LLC | 11.27% | Add +3.0% | 87,811 | $17.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.33% | Reduce -2.8% | 87,648 | $17.2M |
| Ellis Investment Partners, LLC | 2.99% | Add +1.3% | 87,602 | $17.2M |
| Kathmere Capital Management, LLC | 1.06% | Add +7.9% | 87,469 | $17.2M |
| Janus Henderson Group PLC | 0.01% | Reduce -16.4% | 86,535 | $17.0M |
| Essex Financial Services, Inc. | 0.95% | Add +1.3% | 85,973 | $16.9M |
| Financial Advisory Partners, LLC | 4.77% | Add +7.9% | 85,952 | $16.9M |
| QRG Capital Management, Inc. | 0.17% | Reduce -1.0% | 85,646 | $16.8M |
| Gill Capital Partners, LLC | 4.83% | Add +1.1% | 85,522 | $16.8M |
| Novem Group | 1.92% | Reduce -1.1% | 85,283 | $16.7M |
| Plum Street Advisors, LLC | 5.76% | Add +1.4% | 84,834 | $16.6M |
| Lutz Financial Services LLC | 1.12% | Add +3.7% | 84,821 | $16.6M |
| World Investment Advisors | 0.27% | Add +2.8% | 84,702 | $16.6M |
| Performance Wealth Partners, LLC | 0.48% | Add +17.7% | 84,518 | $16.6M |
| Moody National Bank Trust Division | 1.57% | Add +3.7% | 84,020 | $16.5M |
| CoreCap Advisors, LLC | 0.56% | Reduce -0.9% | 83,708 | $16.4M |
| Berger Financial Group, Inc | 0.92% | Reduce -0.9% | 83,301 | $16.3M |
| Outlook Wealth Advisors, LLC | 3.95% | Add +6.1% | 83,259 | $16.3M |
| Nicolet Bankshares Inc. | 0.60% | Add +325.5% | 82,779 | $16.3M |
| Prosperity Advisers, LLC | 13.44% | Add +1.2% | 82,448 | $16.2M |
| Gemmer Asset Management LLC | 1.27% | Reduce -1.3% | 82,098 | $16.1M |
| Benjamin Edwards Inc. | 0.16% | Add +16.0% | 82,001 | $16.1M |
| Ieq Capital, LLC | 0.07% | Add +1.1% | 81,603 | $16.0M |
| Cambridge Associates LLC /Ma/ | 0.25% | No change | 81,110 | $15.9M |
| Wealthfront Advisers LLC | 0.03% | Add +0.1% | 80,903 | $15.9M |
| AJ Advisors, LLC | 5.87% | Add +2.0% | 80,680 | $15.8M |
| Sowell Financial Services LLC | 0.58% | Add +9.0% | 80,306 | $15.8M |
| CGN Advisors LLC | 1.24% | Add +0.3% | 80,116 | $15.7M |
| Members Advisory Group LLC | 5.39% | Add +3.7% | 80,062 | $15.7M |
| Bay Harbor Wealth Management, LLC | 4.04% | Reduce -7.4% | 79,379 | $15.6M |
| Ameritas Advisory Services, LLC | 0.61% | Reduce -1.6% | 79,297 | $15.6M |
| TKG Advisors, LLC | 6.42% | Reduce -1.1% | 79,200 | $15.5M |
| Checchi Capital Advisers, LLC | 1.07% | Add +1231.5% | 79,117 | $15.5M |
| Beacon Bridge Wealth Partners, LLC | 5.19% | Add +2.6% | 79,065 | $15.5M |
| Ancora Advisors LLC | 0.33% | Add +94.3% | 78,966 | $15.5M |
| Jane Street Group, LLC | 0.02% | Add +93.0% | 78,935 | $15.5M |
| Smartleaf Asset Management LLC | 0.56% | Add +15.2% | 79,955 | $15.4M |
| Eclectic Associates Inc. | 2.05% | Add +56.7% | 78,662 | $15.4M |
| Weaver Capital Management LLC | 3.34% | Reduce -17.9% | 78,321 | $15.4M |
| Main Line Retirement Advisors, LLC | 7.65% | Add +1.6% | 78,140 | $15.3M |
| E&G Advisors, LLC | 3.41% | Add +3.5% | 78,142 | $15.3M |
| Hopwood Nicholas Hunter | 4.83% | Add +2.2% | 77,374 | $15.2M |
| O'shaughnessy Asset Management, LLC | 0.08% | Add +30.5% | 77,126 | $15.1M |
| OneDigital Investment Advisors LLC | 0.15% | Add +10.0% | 76,843 | $15.1M |
| Sandbox Financial Partners, LLC | 4.21% | Add +8.9% | 76,287 | $15.0M |
| Breakwater Capital Group | 1.99% | Reduce -0.9% | 75,835 | $14.9M |
| IHT Wealth Management, LLC | 0.35% | Reduce -8.5% | 75,784 | $14.9M |
| OpenArc Corporate Advisory, LLC | 0.21% | Add +4.6% | 75,694 | $14.9M |
| Gladstone Institutional Advisory LLC | 0.55% | Add +63.0% | 75,346 | $14.8M |
| Cora Capital Advisors LLC | 4.89% | Add +48.2% | 75,208 | $14.8M |
| Diversified Portfolios, Inc. | 1.21% | Reduce -1.5% | 75,123 | $14.7M |
| Latigo Investments, LLC | 7.32% | No change | 74,917 | $14.7M |
| Crusonia Wealth Advisors LLC | 3.02% | Add +6.0% | 74,524 | $14.6M |
| Watershed Private Wealth LLC | 4.56% | Reduce -13.3% | 74,492 | $14.6M |
| Wedbush Securities Inc. | 0.43% | Add +12.2% | 74,447 | $14.6M |
| Composition Wealth, LLC | 0.20% | Reduce -8.7% | 74,365 | $14.6M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.43% | New | 74,313 | $14.6M |
| Midwest Trust Co | 0.18% | Add +21.8% | 73,995 | $14.5M |
| Perigon Wealth Management, LLC | 0.26% | Reduce -0.8% | 73,921 | $14.5M |
| Pearl Planning LLC | 7.68% | Add +0.0% | 73,197 | $14.4M |
| Payne Capital Management, LLC | 4.34% | Reduce -0.3% | 72,959 | $14.3M |
| Sigma Planning Corp | 0.39% | Add +3.0% | 72,215 | $14.2M |
| Thayer Financial, L.L.C. | 14.43% | Add +2.3% | 72,064 | $14.1M |
| HTG Investment Advisors, Inc. | 4.03% | Add +1.5% | 72,016 | $14.1M |
| Cooper Capital Advisors LLC | 9.77% | Add +10.9% | 71,191 | $14.0M |
| Mayport, LLC | 2.59% | Add +8.3% | 70,909 | $13.9M |
| Cooksen Wealth, LLC | 10.08% | Add +0.3% | 70,719 | $13.9M |
| EdgeRock Capital LLC | 3.75% | Add +18.0% | 70,506 | $13.8M |
| FF Advisors,LLC | 5.61% | Add +11.8% | 67,822 | $13.8M |
| HB Wealth Management, LLC | 0.09% | Add +19.3% | 70,402 | $13.8M |
| First Heartland Consultants, Inc. | 1.06% | Add +2.5% | 70,319 | $13.8M |
| Wellspring Financial Advisors, LLC | 1.02% | Reduce -0.3% | 903,698 | $13.6M |
| Krilogy Financial LLC | 0.44% | Reduce -2.4% | 67,227 | $13.6M |
| Gateway Wealth Partners, LLC | 0.53% | Add +152.8% | 69,262 | $13.6M |
| Cercano Management LLC | 0.59% | No change | 69,120 | $13.6M |
| IFP Advisors, Inc | 0.28% | Add +0.3% | 69,087 | $13.6M |
| Matauro, LLC | 1.94% | Reduce -15.8% | 68,590 | $13.5M |
| Emerald Advisors, LLC | 1.67% | Reduce -9.1% | 68,456 | $13.4M |
| Americana Partners, LLC | 0.35% | Add +3.4% | 68,388 | $13.4M |
| Harbor Investment Advisory, LLC | 1.05% | Add +13.3% | 68,035 | $13.3M |
| Clark Financial Services Group Inc. | 7.35% | Reduce -3.2% | 67,893 | $13.3M |
| CJM Wealth Advisers, Ltd. | 4.05% | Reduce -5.1% | 67,767 | $13.3M |
| Ausdal Financial Partners, Inc. | 0.59% | Reduce -1.2% | 67,508 | $13.2M |
| Erste Asset Management GmbH | 0.12% | No change | 68,600 | $13.2M |
| Gallagher Fiduciary Advisors, LLC | 0.51% | Add +11.7% | 67,486 | $13.2M |
| Hoge Financial Services, LLC | 7.05% | Add +0.9% | 67,085 | $13.2M |
| Titleist Asset Management, LLC | 0.99% | Reduce -2.7% | 66,551 | $13.1M |
| Coastal Bridge Advisors, LLC | 0.92% | Add +37.7% | 65,960 | $12.9M |
| Zhang Financial LLC | 0.45% | Add +1.5% | 65,748 | $12.9M |
| Exchange Traded Concepts, LLC | 0.10% | Add +5.4% | 65,629 | $12.9M |
| 5th Street Advisors, LLC | 5.58% | Add +4.7% | 65,588 | $12.9M |
| Leeward Financial Partners, LLC | 3.77% | Reduce -1.5% | 64,572 | $12.7M |
| Mokosak Advisory Group, LLC | 3.17% | Add +0.9% | 64,553 | $12.7M |
| Greenhouse Wealth Management, LLC | 7.83% | Reduce -1.6% | 64,563 | $12.7M |
| Madden Advisory Services, Inc. | 4.99% | Reduce -5.4% | 64,536 | $12.7M |
| Prosperitas Financial LLC | 4.71% | Reduce -6.6% | 64,480 | $12.7M |
| Collective Family Office LLC | 2.83% | Reduce -1.2% | 64,166 | $12.6M |
| WealthShield Partners, LLC | 1.40% | Add +4.5% | 63,913 | $12.5M |
| Integrity Wealth Solutions LLC | 4.92% | Reduce -2.3% | 63,853 | $12.5M |
| Boston Partners | 0.01% | Reduce -6.3% | 63,667 | $12.5M |
| Five Pine Wealth Management | 7.73% | Reduce -0.9% | 63,433 | $12.4M |
| Meramec Financial Planners, LLC | 4.92% | Reduce -0.2% | 60,787 | $12.4M |
| Wedmont Private Capital | 0.40% | Add +86.3% | 61,097 | $12.3M |
| CENTRAL TRUST Co | 0.24% | Add +1.6% | 62,856 | $12.3M |
| Sterling Investment Advisors LLC | 5.89% | Add +1.8% | 62,554 | $12.3M |
| One Capital Management, LLC | 0.33% | Add +15.2% | 62,034 | $12.2M |
| SouthState Bank Corp | 0.57% | Reduce -5.9% | 62,035 | $12.2M |
| Cornerstone Wealth Management, LLC | 0.61% | Add +3.4% | 61,925 | $12.1M |
| Aire Advisors, LLC | 2.21% | Reduce -2.0% | 61,514 | $12.1M |
| UNIVEST FINANCIAL Corp | 0.68% | Add +13.8% | 61,450 | $12.1M |
| Cordoba Advisory Partners LLC | 3.31% | Add +0.8% | 61,109 | $12.0M |
| Ellevest, Inc. | 1.67% | Add +1.6% | 61,040 | $12.0M |
| Safir Wealth Advisors, LLC | 8.66% | Reduce -0.3% | 61,012 | $12.0M |
| G&S Capital LLC | 4.20% | Add +1.2% | 60,972 | $12.0M |
| VSM Wealth Advisory, LLC | 3.56% | Add +10.3% | 60,711 | $11.9M |
| Citadel Advisors | 0.01% | New | 60,566 | $11.9M |
| Roof Eidam Maycock Peralta, LLC | 2.72% | Reduce -0.9% | 60,365 | $11.8M |
| KFA Private Wealth Group, LLC | 2.83% | Add +0.6% | 60,147 | $11.8M |
| Traveka Wealth, LLC | 4.50% | Reduce -3.2% | 60,134 | $11.8M |
| LightSquare Wealth Management, LLC | 8.83% | — | 60,102 | $11.8M |
| American Investment Services, Inc. | 2.63% | Add +0.8% | 60,090 | $11.8M |
| Hurley Capital, LLC | 6.33% | Reduce -0.2% | 60,085 | $11.8M |
| Keystone Financial Group | 0.80% | Reduce -1.6% | 59,589 | $11.7M |
| Hohimer Wealth Management, LLC | 1.44% | Add +12.6% | 59,499 | $11.7M |
| Threadgill Financial, LLC | 3.39% | New | 59,386 | $11.7M |
| Quotient Wealth Partners, LLC | 0.31% | Add +0.8% | 59,253 | $11.6M |
| Trust Co of the South | 1.86% | Reduce -10.2% | 58,892 | $11.6M |
| Cassilly Financial Group LLC | 10.03% | Add +1.8% | 58,882 | $11.6M |
| Keeler & Nadler Financial Planning & Wealth Management | 3.92% | Add +2.0% | 58,856 | $11.5M |
| Red Wave Investments LLC | 3.44% | Reduce -1.4% | 58,750 | $11.5M |
| Dynamic Wealth Strategies, LLC | 6.66% | Add +0.8% | 58,671 | $11.5M |
| NorthLanding Financial Partners, LLC | 9.22% | Add +8.6% | 58,279 | $11.4M |
| Kovack Advisors, Inc. | 0.61% | Reduce -4.8% | 58,068 | $11.4M |
| CWS Financial Advisors, LLC | 2.92% | Reduce -2.8% | 58,082 | $11.4M |
| Pinnacle Financial Partners, Inc. | 0.09% | Add +21.2% | 57,834 | $11.3M |
| Snowden Capital Advisors LLC | 0.30% | Add +0.3% | 57,615 | $11.3M |
| Alliance Wealth Advisors, LLC | 5.32% | Add +1.8% | 57,389 | $11.3M |
| First National Bank Sioux Falls | 3.07% | Add +2.4% | 55,412 | $11.2M |
| Apollon Wealth Management, LLC | 0.18% | Reduce -0.8% | 57,191 | $11.2M |
| Northstar Group, Inc. | 1.64% | Add +0.2% | 57,065 | $11.2M |
| Kintra Wealth, LLC | 0.79% | New | 56,963 | $11.2M |
| RFG Holdings, Inc. | 2.81% | Add +4164.6% | 56,890 | $11.2M |
| Grove Bank & Trust | 1.26% | Add +1.6% | 56,676 | $11.1M |
| Caprock Group, LLC | 0.27% | Reduce -6.2% | 56,611 | $11.1M |
| Macro Advisors, Inc. | 4.57% | — | 56,409 | $11.1M |
| Align Financial, LLC | 6.28% | Reduce -99.5% | 56,354 | $11.1M |
| BLB&B Advisors, LLC | 0.45% | Add +13.6% | 55,935 | $11.0M |
| Wealth Management Strategies, Inc. | 4.95% | Add +8.1% | 55,813 | $11.0M |
| Founders Financial Securities LLC | 0.62% | Reduce -27.9% | 53,757 | $10.9M |
| MTC Wealth Management LLC | 5.18% | Reduce -50.4% | 55,599 | $10.9M |
| Cranbrook Wealth Management, LLC | 2.21% | Add +0.5% | 55,315 | $10.9M |
| Family Manage LLC | 1.30% | Add +1.6% | 55,154 | $10.8M |
| Weinberger Asset Management, Inc | 4.05% | Add +4.7% | 55,099 | $10.8M |
| Empowered Funds, LLC | 0.07% | New | 55,084 | $10.8M |
| BlueStem Wealth Partners, LLC | 1.20% | Reduce -45.0% | 55,016 | $10.8M |
| Joel Isaacson & Co., LLC | 0.36% | Add +60.9% | 54,936 | $10.8M |
| Nations Financial Group Inc, /Ia/ | 0.55% | Add +1.6% | 54,346 | $10.7M |
| Prestige Wealth Management Group LLC | 2.09% | Add +3.0% | 54,181 | $10.6M |
| Chilton Investment Co. Inc. | 0.25% | New | 53,852 | $10.6M |
| Tempo Wealth, LLC | 1.83% | Add +0.1% | 53,572 | $10.5M |
| Advisors Preferred, LLC | 1.54% | No change | 53,400 | $10.5M |
| Shrier Wealth Management, LLC | 3.87% | Add +12.2% | 53,338 | $10.5M |
| Carter Financial, LLC | 9.07% | Reduce -2.3% | 53,159 | $10.4M |
| Raab & Moskowitz Asset Management LLC | 2.32% | Add +0.6% | 53,140 | $10.4M |
| First County Bank | 5.60% | Add +12.6% | 53,070 | $10.4M |
| Clear Creek Financial Management, LLC | 0.80% | Add +10.3% | 53,033 | $10.4M |
| Connecticut Wealth Management, LLC | 0.43% | Add +2.1% | 52,877 | $10.4M |
| Thrive Capital Management, LLC | 2.27% | Add +28.5% | 52,734 | $10.3M |
| BTC Capital Management, Inc. | 0.70% | Reduce -10.0% | 52,662 | $10.3M |
| Migdal Insurance & Financial Holdings Ltd. | 0.09% | Add +6.3% | 52,646 | $10.3M |
| Atmos Advisory, LLC | 5.84% | Reduce -0.8% | 52,411 | $10.3M |
| Cyndeo Wealth Partners, LLC | 0.54% | Add +3.6% | 52,265 | $10.3M |
| Forbes Financial Planning, Inc. | 5.91% | Add +3.5% | 52,153 | $10.2M |
| Horizon Bancorp Inc. | 4.89% | Reduce -2.3% | 51,807 | $10.2M |
| Prairieview Wealth Partners, LLC | 8.32% | Add +1.2% | 51,734 | $10.2M |
| PFG Advisors | 0.49% | Reduce -2.6% | 51,663 | $10.1M |
| Register Financial Advisors LLC | 3.75% | Add +3.4% | 51,650 | $10.1M |
| Level Financial Advisors | 2.58% | Add +6.3% | 51,490 | $10.1M |
| Per Stirling Capital Management, LLC. | 1.11% | Reduce -4.9% | 51,378 | $10.1M |
| Tower Research Capital LLC (TRC) | 0.26% | Add +231913.6% | 51,043 | $10.0M |
| Ballentine Partners, LLC | 0.14% | Add +22.9% | 50,439 | $9.9M |
| Perennial Investment Advisors, LLC | 0.78% | Add +1.8% | 50,055 | $9.8M |
| Peak Retirement Planning, Inc. | 1.95% | Add +54.3% | 49,966 | $9.8M |
| Grandview Asset Management LLC | 2.86% | Add +51.1% | 49,356 | $9.8M |
| Vise Technologies, Inc. | 0.19% | No change | 51,114 | $9.8M |
| Ami Investment Management Inc. | 2.19% | Add +4.5% | 49,669 | $9.7M |
| Core Wealth Advisors, LLC | 7.46% | Reduce -9.1% | 49,483 | $9.7M |
| Cascades Capital Asset Management, LLC | 4.10% | Add +44.2% | 49,308 | $9.7M |
| Bravera Wealth | 4.35% | Add +26.4% | 49,263 | $9.7M |
| JMG Financial Group, Ltd. | 0.26% | Reduce -0.6% | 48,889 | $9.6M |
| Pinnacle Associates Ltd. | 0.12% | Add +0.5% | 48,815 | $9.6M |
| Lansing Street Advisors | 2.41% | Add +0.6% | 48,579 | $9.5M |
| MRWM Advisors, LLC | 5.11% | Add +42.4% | 48,039 | $9.4M |
| Calydon Capital | 1.53% | Add +0.5% | 47,926 | $9.4M |
| Curran Financial Partners, LLC | 1.68% | Add +34.9% | 47,870 | $9.4M |
| Pathstone Holdings, LLC | 0.04% | Add +8.1% | 47,764 | $9.4M |
| Accel Wealth Management | 2.44% | Add +6.1% | 47,687 | $9.4M |
| King Wealth Management Group | 1.16% | Add +22.3% | 47,280 | $9.3M |
| Spreng Capital Management, Inc. | 4.35% | Add +5.3% | 47,017 | $9.2M |
| Elevated Capital Advisors, LLC | 2.32% | Add +2.3% | 46,948 | $9.2M |
| Sax Wealth Advisors, LLC | 0.45% | Reduce -0.1% | 48,209 | $9.2M |
| Manchester Capital Management LLC | 1.32% | Reduce -6.4% | 46,812 | $9.2M |
| Duncan Williams Asset Management, LLC | 2.54% | Reduce -6.7% | 46,748 | $9.2M |
| Planning Alternatives Ltd. | 1.17% | Add +1.9% | 46,198 | $9.1M |
| Horizon Investments, LLC | 0.10% | Add +25.9% | 46,194 | $9.1M |
| Capital Advisors Wealth Management, LLC | 1.21% | Add +456.9% | 45,929 | $9.0M |
| Flagship Wealth Advisors, LLC | 3.85% | Reduce -11.4% | 50,673 | $9.0M |
| Dravo Bay LLC | 3.60% | Add +3.3% | 45,191 | $8.9M |
| Avestar Capital, LLC | 0.61% | Add +8.4% | 45,153 | $8.9M |
| St. Louis Trust Co | 1.03% | Reduce -2.4% | 45,076 | $8.8M |
| Vivid Wealth Management, LLC | 3.58% | Reduce -2.8% | 45,044 | $8.8M |
| Advyzon Investment Management, LLC | 0.79% | Add +42.0% | 44,848 | $8.8M |
| GoalFusion Wealth Management, LLC | 3.98% | Add +3.2% | 44,766 | $8.8M |
| GLR Partners, LLC | 4.79% | — | 44,704 | $8.8M |
| Drucker Wealth 3.0, LLC | 1.53% | Reduce -1.6% | 44,622 | $8.8M |
| Kilter Group LLC | 3.78% | Add +2.0% | 44,600 | $8.8M |
| Pathfinder Wealth Consulting, Inc. | 5.65% | Reduce -0.6% | 44,411 | $8.7M |
| Regent Peak Wealth Advisors LLC | 1.77% | Reduce -2.9% | 44,312 | $8.7M |
| Florida Financial Advisors, LLC | 2.08% | Add +10.2% | 44,306 | $8.7M |
| Aries Wealth Management | 1.90% | Add +11.2% | 44,151 | $8.7M |
| Factor Wealth Management LTD | 1.62% | Add +8.4% | 43,901 | $8.6M |
| TPG Financial Advisors, LLC | 2.80% | Reduce -5.9% | 43,875 | $8.6M |
| Strategic Family Wealth Counselors, L.L.C. | 2.26% | Add +2.8% | 43,847 | $8.6M |
| Flagship Harbor Advisors, LLC | 0.38% | Add +12.6% | 43,735 | $8.6M |
| Founders Grove Wealth Partners, LLC | 1.95% | Add +0.4% | 43,685 | $8.6M |
| Valpey Financial Services, LLC | 5.54% | Reduce -1.3% | 43,377 | $8.5M |
| HRT Financial LP | 0.02% | Reduce -22.6% | 43,331 | $8.5M |
| Hardy Reed LLC | 0.62% | No change | 43,281 | $8.5M |
| Abacus Planning Group, Inc. | 1.14% | Reduce -25.6% | 43,040 | $8.4M |
| Olistico Wealth, LLC | 4.14% | Reduce -6.4% | 42,809 | $8.4M |
| TBH Global Asset Management, LLC | 1.68% | New | 42,457 | $8.3M |
| Interchange Capital Partners, LLC | 2.61% | Add +1.0% | 47,884 | $8.3M |
| Cornerstone Wealth Group, LLC | 0.53% | New | 40,469 | $8.2M |
| Cardiff Park Advisors, LLC | 0.65% | Add +0.1% | 41,717 | $8.2M |
| Integrated Wealthcare, LLC | 6.82% | Add +4.3% | 41,566 | $8.2M |
| Investment Advisory Group, LLC | 2.07% | Reduce -0.3% | 41,531 | $8.1M |
| M Holdings Securities, Inc. | 0.55% | Reduce -7.2% | 40,677 | $8.1M |
| Avantax Planning Partners, Inc. | 0.22% | Add +0.5% | 41,301 | $8.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Reduce -50.6% | 41,000 | $8.0M |
| LPWM LLC | 2.03% | Add +11.4% | 40,973 | $8.0M |
| Brighton Securities Corp. | 3.87% | Add +55.1% | 40,972 | $8.0M |
| HighPoint Advisor Group LLC | 0.34% | Add +0.6% | 40,881 | $8.0M |
| Idaho Trust Co | 2.60% | Add +49.8% | 40,788 | $8.0M |
| Cerro Pacific Wealth Advisors LLC | 2.10% | Reduce -8.9% | 40,772 | $8.0M |
| Elevation Point Wealth Partners, LLC | 0.19% | Add +14.3% | 40,330 | $7.9M |
| Western Wealth Management, LLC | 0.30% | Add +130.6% | 40,306 | $7.9M |
| Sharper & Granite LLC | 2.70% | Add +0.9% | 40,291 | $7.9M |
| Frontier Asset Management, LLC | 1.66% | Add +6.2% | 40,249 | $7.9M |
| Cavalier Investments, LLC | 2.03% | New | 40,239 | $7.9M |
| Diversify Wealth Management, LLC | 0.14% | Add +323.5% | 38,762 | $7.9M |
| BNP Paribas Financial Markets | 0.01% | Reduce -88.1% | 40,215 | $7.9M |
| Clarity Capital Advisors, LLC | 3.66% | Add +28.5% | 40,025 | $7.9M |
| Painted Porch Advisors LLC | 3.72% | Add +12.6% | 39,765 | $7.8M |
| Focused Alpha, LLC | 2.41% | Reduce -0.2% | 39,763 | $7.8M |
| Summit Trail Advisors, LLC | 0.11% | Reduce -23.1% | 39,738 | $7.8M |
| SigFig Wealth Management, LLC | 0.23% | Add +6.0% | 39,727 | $7.8M |
| Councilor Wealth, LLC | 3.76% | Add +18.5% | 39,454 | $7.7M |
| IPG Investment Advisors LLC | 1.32% | Add +4.4% | 39,288 | $7.7M |
| Blue Trust, Inc. | 0.09% | Reduce -10.3% | 39,287 | $7.7M |
| Autumn Glory Partners, LLC | 2.82% | No change | 39,091 | $7.7M |
| TMB Capital Partners, LLC | 2.55% | Add +5.1% | 38,655 | $7.6M |
| Capstone Wealth Management Group, LLC | 3.17% | Add +104.4% | 38,590 | $7.6M |
| Krane Financial Solutions LLC | 5.08% | — | 38,099 | $7.5M |
| Brighton Jones LLC | 0.17% | New | 38,079 | $7.5M |
| Valeo Financial Advisors, LLC | 0.18% | Add +7.0% | 47,990 | $7.4M |
| Pine Valley Investments Ltd Liability Co | 0.36% | Reduce -0.8% | 37,866 | $7.4M |
| Willis Johnson & Associates, Inc. | 0.43% | Reduce -3.3% | 37,841 | $7.4M |
| Mustard Seed Financial, LLC | 4.44% | Reduce -2.3% | 37,774 | $7.4M |
| Private Wealth Advisors, LLC | 2.08% | Reduce -3.1% | 37,731 | $7.4M |
| Phillips Financial Management, LLC | 0.53% | Reduce -12.0% | 37,544 | $7.4M |
| Marietta Wealth Management, LLC | 0.87% | Add +0.4% | 37,361 | $7.3M |
| Cypress Capital, LLC | 2.09% | New | 37,347 | $7.3M |
| Payne Capital LLC | 6.69% | New | 37,113 | $7.3M |
| Verdence Capital Advisors LLC | 0.42% | Add +3.9% | 36,886 | $7.2M |
| Independent Financial Group, LLC | 0.16% | Add +40.7% | 36,778 | $7.2M |
| Vanguard National Trust Co | 0.45% | — | 36,744 | $7.2M |
| Texas Yale Capital Corp. | 0.20% | Add +8.0% | 36,652 | $7.2M |
| Rothschild Wealth LLC | 0.65% | Add +25.5% | 36,633 | $7.2M |
| Refined Wealth Management | 4.52% | Reduce -43.6% | 36,517 | $7.2M |
| Paragon Capital Management Ltd | 1.51% | Add +3.2% | 36,401 | $7.1M |
| Eagle Strategies LLC | 0.85% | Reduce -0.8% | 36,214 | $7.1M |
| Macco Financial Group, Inc. | 5.38% | New | 36,196 | $7.1M |
| Portus Wealth Advisors, LLC | 6.68% | Add +95.0% | 36,163 | $7.1M |
| Avant Capital LLC | 4.98% | Reduce -0.9% | 36,092 | $7.1M |
| Uptick Partners, LLC | 1.41% | Reduce 0.0% | 36,050 | $7.1M |
| Emergent Wealth Advisors, LLC | 4.16% | Add +43.3% | 35,900 | $7.0M |
| Family CFO Inc | 3.15% | Reduce -3.7% | 35,838 | $7.0M |
| Neuberger Berman Group LLC | 0.01% | Reduce -1.4% | 35,726 | $7.0M |
| Estate Counselors, LLC | 0.62% | Add +652.8% | 35,593 | $7.0M |
| Foundations Investment Advisors, LLC | 0.09% | Add +3.7% | 35,354 | $6.9M |
| Dynamic Advisor Solutions LLC | 0.22% | Add +15.3% | 35,353 | $6.9M |
| Wealthedge Investment Advisors, LLC | 2.53% | Add +9.1% | 35,160 | $6.9M |
| Tudor Investment Corporation | 0.04% | New | 35,045 | $6.9M |
| TFR Capital, LLC. | 2.10% | Reduce -1.1% | 34,871 | $6.8M |
| LifePlan Investment Advisors, Inc. | 2.68% | Add +4.4% | 34,795 | $6.8M |
| Capital Advisor Network LLC | 9.52% | — | 34,648 | $6.8M |
| United Advisor Group, LLC | 0.84% | Add +16.5% | 34,625 | $6.8M |
| Laraway Financial Advisors Inc | 4.77% | Add +1.1% | 34,605 | $6.8M |
| ArchPoint Investors | 1.61% | Add +17.3% | 34,567 | $6.8M |
| Signet Financial Management, LLC | 0.75% | Reduce -0.8% | 34,317 | $6.7M |
| Kuhn & Co Investment Counsel | 4.33% | Add +17.8% | 34,271 | $6.7M |
| Beaumont Financial Advisors, LLC | 0.46% | Add +2.7% | 33,985 | $6.7M |
| Richardson Financial Services Inc. | 4.17% | Reduce -3.4% | 33,952 | $6.7M |
| Apollon Financial, LLC | 0.92% | Add +588.8% | 33,943 | $6.7M |
| Washington Trust Advisors, Inc. | 0.54% | Reduce -0.3% | 33,876 | $6.6M |
| LexAurum Advisors, LLC | 0.86% | — | 33,836 | $6.6M |
| Xcelsior Advisor Partners LLC | 2.54% | Add +12.5% | 33,835 | $6.6M |
| Symmetry Partners, LLC | 0.38% | Reduce -10.2% | 33,816 | $6.6M |
| Martel Wealth Advisors LLC | 1.13% | Reduce -2.5% | 33,761 | $6.6M |
| Grey Ledge Advisors, LLC | 1.49% | Add +5.3% | 33,542 | $6.6M |
| Cutler Investment Counsel LLC | 0.68% | Add +2.6% | 33,475 | $6.6M |
| Financial Life Advisors | 2.05% | Add +0.7% | 33,463 | $6.6M |
| Root Financial Partners, LLC | 0.30% | Add +29.7% | 33,431 | $6.6M |
| Bath Savings Trust Co | 0.70% | Add +3.0% | 33,388 | $6.6M |
| Insigneo Advisory Services, LLC | 0.47% | Reduce -4.2% | 33,370 | $6.5M |
| Santori & Peters, Inc. | 2.04% | Add +0.3% | 33,323 | $6.5M |
| McAdam, LLC | 0.29% | Reduce -0.1% | 33,286 | $6.5M |
| Journey Beyond Wealth, LLC | 5.60% | Add +0.6% | 33,261 | $6.5M |
| Vicus Capital | 0.48% | Add +113.2% | 33,137 | $6.5M |
| Oak Harvest Investment Services | 0.68% | Reduce -3.7% | 33,050 | $6.5M |
| Birnam Oak Advisors, LP | 1.78% | Reduce -13.2% | 33,000 | $6.5M |
| Artesa Financial Group, LLC | 6.10% | Add +2.8% | 32,634 | $6.4M |
| Diversified Enterprises, LLC | 0.35% | Reduce -5.6% | 32,624 | $6.4M |
| Decker Wealth Management LLC | 1.45% | Add +0.4% | 32,562 | $6.4M |
| Auxano Advisors, LLC | 1.27% | Add +37.2% | 32,546 | $6.4M |
| Integrated Investment Consultants, LLC | 1.35% | Reduce -4.7% | 32,430 | $6.4M |
| Alexander Labrunerie & Co., Inc. | 2.40% | Add +0.4% | 32,350 | $6.3M |
| Osborne Partners Capital Management, LLC | 0.34% | Reduce -2.3% | 32,290 | $6.3M |
| U.S. Capital Wealth Advisors, LLC | 0.16% | Reduce -1.8% | 32,172 | $6.3M |
| Stephen J. Garry & Associates, LLC | 5.07% | Add +11.3% | 32,115 | $6.3M |
| Yarger Wealth Strategies, LLC | 2.55% | Add +4.3% | 32,089 | $6.3M |
| Fiduciary Advisors, Inc. | 4.71% | Reduce -2.9% | 31,919 | $6.3M |
| Cornerstone Advisory, LLC | 0.59% | Reduce -2.7% | 31,915 | $6.3M |
| Arrien Investments, Inc. | 3.38% | Add +54.6% | 31,736 | $6.2M |
| Simmons Bank | 0.41% | Reduce -5.3% | 31,317 | $6.1M |
| Trust Co. of Toledo NA | 0.58% | Add +424.9% | 31,266 | $6.1M |
| Cypress Point Wealth Management, LLC | 1.32% | Add +130.5% | 31,247 | $6.1M |
| OneAscent Financial Services LLC | 0.33% | Add +50.7% | 31,222 | $6.1M |
| HBK Sorce Advisory LLC | 0.12% | Reduce -0.7% | 29,412 | $6.1M |
| Argent Trust Co | 0.21% | Add +3.7% | 30,990 | $6.1M |
| Winthrop Capital Management, LLC | 1.56% | Reduce -0.8% | 30,869 | $6.1M |
| Capital Advisors, Ltd. LLC | 0.69% | Add +0.5% | 30,729 | $6.0M |
| Avise Financial Cooperative, Inc. | 5.02% | Add +3.7% | 30,727 | $6.0M |
| Ascent Group, LLC | 0.21% | Reduce -1.2% | 30,656 | $6.0M |
| Cary Street Partners Investment Advisory LLC | 1.53% | Add +26.4% | 30,513 | $6.0M |
| Level Four Advisory Services, LLC | 0.20% | Add +0.6% | 30,389 | $6.0M |
| BCS Wealth Management | 1.21% | Reduce -48.1% | 30,284 | $5.9M |
| Everpar Advisors LLC | 2.04% | Add +117.3% | 30,267 | $5.9M |
| Intellectus Partners, LLC | 1.21% | Add +0.3% | 30,099 | $5.9M |
| Atlas Capital Advisors Inc. | 0.67% | Add +1.1% | 30,023 | $5.9M |
| Agf Management Ltd. | 0.03% | Reduce -0.7% | 29,980 | $5.9M |
| Leo H. Evart, Inc. | 5.03% | — | 29,980 | $5.9M |
| RoundAngle Advisors LLC | 4.38% | Add +0.2% | 29,840 | $5.9M |
| Steelhead Wealth Management LLC | 2.96% | — | 29,786 | $5.8M |
| 2UniFi Bank | 2.82% | Add +11.1% | 29,636 | $5.8M |
| Sage Mountain Advisors LLC | 0.41% | Add +47.6% | 29,537 | $5.8M |
| Matrix Asset Advisors Inc. | 0.53% | Add +12.1% | 29,464 | $5.8M |
| Ritholtz Wealth Management | 0.10% | Add +10.2% | 29,449 | $5.8M |
| Security Financial Services, INC. | 0.91% | Reduce -5.3% | 29,407 | $5.8M |
| N.E.W. Advisory Services LLC | 0.43% | Reduce -0.3% | 29,381 | $5.8M |
| McLean Asset Management Corp | 1.01% | Add +0.1% | 29,355 | $5.8M |
| Orser Capital Management, LLC | 3.75% | Add +1.8% | 29,207 | $5.7M |
| Valence8 US LP | 2.00% | No change | 29,121 | $5.7M |
| Johnson Investment Counsel Inc. | 0.05% | Add +2.3% | 29,089 | $5.7M |
| Davidson Trust Co. | 2.46% | Reduce -0.3% | 29,078 | $5.7M |
| IMG Wealth Management, Inc. | 3.61% | Add +7.0% | 28,894 | $5.7M |
| Defined Wealth Management, LLC | 3.31% | Reduce -0.4% | 28,800 | $5.7M |
| TCI Wealth Advisors, Inc. | 0.30% | Reduce -0.1% | 28,780 | $5.6M |
| Manuka Financial, LLC | 3.48% | Reduce -0.7% | 28,694 | $5.6M |
| Claris Financial LLC | 3.07% | Reduce -1.6% | 28,587 | $5.6M |
| Destination Wealth Management | 0.15% | Add +3.0% | 28,556 | $5.6M |
| Elevatus Welath Management | 2.93% | Reduce -47.0% | 28,511 | $5.6M |
| Ackerman Capital Advisors, LLC | 1.14% | Reduce -2.1% | 28,388 | $5.6M |
| Pallas Capital Advisors LLC | 0.21% | Add +18.3% | 28,381 | $5.6M |
| Compass Ion Advisors, LLC | 0.53% | Add +5.5% | 28,339 | $5.6M |
| Winthrop Advisory Group LLC | 0.45% | Add +3.7% | 28,328 | $5.6M |
| Long Island Wealth Management, Inc. | 2.57% | Add +0.1% | 28,276 | $5.5M |
| Red Tortoise LLC | 2.31% | Reduce -0.5% | 28,037 | $5.5M |
| Advocacy Wealth Management, LLC | 0.24% | Add +1266.4% | 27,901 | $5.5M |
| Family Wealth Partners, LLC | 1.86% | Add +5.7% | 27,800 | $5.5M |
| Stratos Wealth Advisors, LLC | 0.33% | Reduce -0.7% | 27,730 | $5.4M |
| American Alpha Advisors, LLC | 3.16% | Add +9.5% | 27,600 | $5.4M |
| Transcend Capital Advisors, LLC | 0.43% | Add +1.8% | 27,544 | $5.4M |
| Tsfg, LLC | 0.82% | Reduce -1.8% | 27,412 | $5.4M |
| Continuum Advisory, LLC | 0.52% | Add +4.8% | 27,394 | $5.4M |
| Avidian Wealth Enterprises, LLC | 0.17% | Add +38.4% | 27,386 | $5.4M |
| Opus Capital Group, LLC | 0.57% | Reduce -3.7% | 27,229 | $5.3M |
| Sound View Wealth Advisors Group, LLC | 0.36% | Reduce -1.3% | 27,185 | $5.3M |
| Kelleher Financial Advisors | 1.36% | Add +0.1% | 27,070 | $5.3M |
| Novak & Powell Financial Services, Inc. | 2.86% | Add +0.1% | 27,015 | $5.3M |
| Chris Bulman Inc | 2.31% | Reduce -7.4% | 26,921 | $5.3M |
| Catalyst Private Wealth, LLC | 2.86% | Add +3.6% | 26,915 | $5.3M |
| Windward Private Wealth Management Inc. | 1.82% | Reduce -4.2% | 26,896 | $5.3M |
| IF Advisors, LLC | 3.72% | Add +0.1% | 26,854 | $5.3M |
| Chesley Taft & Associates LLC | 0.22% | Reduce -2.6% | 26,812 | $5.3M |
| GenTrust, LLC | 0.23% | Reduce -11.2% | 26,802 | $5.3M |
| WESCAP Management Group, Inc. | 1.03% | Add +16.6% | 26,619 | $5.2M |
| Pacific Financial Group Inc. | 2.78% | Reduce -12.3% | 26,333 | $5.2M |
| Stone Wealth Partners | 4.62% | Reduce -1.2% | 26,245 | $5.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.08% | Add +13.3% | 26,222 | $5.1M |
| Troutman Wealth Management, LLC | 4.27% | Reduce -0.3% | 26,118 | $5.1M |
| Stevens Capital Partners | 1.23% | Reduce -8.3% | 26,086 | $5.1M |
| Intrinsic Value Partners, LLC | 3.94% | Add +4.9% | 26,062 | $5.1M |
| Twin Focus Capital Partners, LLC | 0.59% | Add +29.1% | 26,061 | $5.1M |
| Moors & Cabot, Inc. | 0.22% | Add +11.4% | 26,042 | $5.1M |
| Fonville Wealth Management LLC | 0.97% | Add +6.4% | 25,927 | $5.1M |
| Prospect Financial Services LLC | 3.10% | Reduce -1.8% | 25,912 | $5.1M |
| Bluedoor Private Wealth, LLC | 2.35% | Reduce -0.8% | 25,906 | $5.1M |
| Jefferson Bridge Capital, LLC | 5.03% | Add +2.5% | 25,810 | $5.1M |
| Debussy Capital Management LP | 0.70% | Reduce -2.2% | 25,764 | $5.1M |
| Summit Wealth Group LLC / Co. | 0.53% | Add +15.9% | 25,752 | $5.1M |
| Flagstar Securities, Inc. | 1.82% | Reduce -5.1% | 25,682 | $5.0M |
| Luminvest Wealth Management LLC | 1.32% | Add +4.6% | 25,639 | $5.0M |
| Tidal Investments LLC | 0.02% | Reduce -26.6% | 25,645 | $5.0M |
| Aua Capital Management, LLC | 2.56% | Add +12.0% | 25,570 | $5.0M |
| Charter Oak Capital Management, LLC | 0.39% | Add +3.1% | 25,540 | $5.0M |
| Acropolis Investment Management, LLC | 0.22% | Add +2.7% | 25,479 | $5.0M |
| Investor's Fiduciary Advisor Network, LLC | 1.52% | Reduce -40.4% | 25,368 | $5.0M |
| Barrett & Company, Inc. | 1.71% | Add +0.2% | 25,365 | $5.0M |
| Arete Wealth Advisors, LLC | 0.37% | Reduce -6.0% | 25,336 | $5.0M |
| Victrix Investment Advisors | 1.80% | Add +1.8% | 25,207 | $4.9M |
| Midwestern Financial, LLC | 3.89% | Reduce -19.9% | 25,204 | $4.9M |
| Kiley Juergens Wealth Management, LLC | 0.87% | Reduce -5.6% | 25,194 | $4.9M |
| Rehmann Capital Advisory Group | 0.26% | Reduce -0.8% | 25,182 | $4.9M |
| Dana Investment Advisors, Inc. | 0.15% | Add +2.5% | 25,177 | $4.9M |
| Regions Financial Corp. | 0.03% | Add +32.4% | 25,052 | $4.9M |
| Owl Creek Wealth Partners LLC | 1.75% | — | 25,052 | $4.9M |
| Florida Trust Wealth Management Co | 0.14% | Add +11.7% | 24,961 | $4.9M |
| Calder Financial LLC | 4.84% | Reduce -2.5% | 24,774 | $4.9M |
| Ironsides Asset Advisors, LLC | 1.22% | No change | 24,820 | $4.9M |
| Wealth Preservation Advisors, LLC | 4.04% | Reduce -16.9% | 24,811 | $4.9M |
| Harbor Asset Planning, Inc. | 4.09% | Add +4.6% | 24,801 | $4.9M |
| Magnolia Capital Advisors LLC | 0.96% | Reduce -51.0% | 24,774 | $4.9M |
| Beaumont Asset Management, L.L.C. | 2.18% | Reduce -2.3% | 24,737 | $4.9M |
| Bank of Nova Scotia | 0.01% | New | 24,570 | $4.8M |
| Wealth Advisory Solutions, LLC | 1.07% | Add +5.8% | 24,551 | $4.8M |
| Money Concepts Capital Corp. | 0.27% | Reduce -0.5% | 24,526 | $4.8M |
| LifeSteps Financial, Inc. | 3.03% | Reduce -1.6% | 24,366 | $4.8M |
| Great Lakes Advisors, LLC | 0.04% | Reduce -16.7% | 24,189 | $4.7M |
| Perryman Financial Advisory Inc. | 0.71% | Add +1.0% | 24,136 | $4.7M |
| Smith, Moore & Co. | 0.34% | Add +86.9% | 24,062 | $4.7M |
| Birchcreek Wealth Management, LLC | 2.27% | Reduce -0.9% | 24,041 | $4.7M |
| Indivisible Partners | 0.42% | Reduce -1.0% | 24,031 | $4.7M |
| Koss-Olinger Consulting, LLC | 0.39% | Reduce -17.8% | 23,896 | $4.7M |
| Glass Jacobson Investment Advisors llc | 1.61% | Reduce -0.4% | 23,868 | $4.7M |
| Main Street Financial Solutions, LLC | 0.34% | Add +5.2% | 23,817 | $4.7M |
| First Financial Bank - Trust Division | 0.37% | Reduce -3.0% | 23,600 | $4.6M |
| Northern Lights Advisors, Inc. | 3.11% | Add +7.3% | 23,417 | $4.6M |
| Culbertson A N & Co. Inc. | 0.59% | Reduce -2.8% | 23,373 | $4.6M |
| Alamar Capital Management, LLC | 2.79% | Add +8.1% | 23,299 | $4.6M |
| Blom & Howell Financial Planning, Inc. | 4.49% | Reduce -19.3% | 23,291 | $4.6M |
| Ritter Daniher Financial Advisory LLC / DE | 0.77% | Reduce -0.2% | 23,207 | $4.6M |
| Trinity Financial Advisors LLC | 1.29% | Reduce -0.3% | 23,155 | $4.5M |
| NorthStar Asset Management LLC | 2.19% | Add +0.3% | 23,102 | $4.5M |
| First Manhattan Co. Llc. | 0.01% | Reduce -1.3% | 23,002 | $4.5M |
| City State Bank | 1.16% | Add +0.7% | 22,832 | $4.5M |
| National Philanthropic Trust | 0.05% | Add +0.7% | 22,832 | $4.5M |
| NORTHSTAR ASSET MANAGEMENT Co | 1.01% | Add +6.1% | 22,825 | $4.5M |
| Csenge Advisory Group | 0.20% | Add +1.3% | 22,783 | $4.5M |
| Sims Investment Management, LLC | 1.64% | New | 22,747 | $4.5M |
| Amicus Financial Advisors, LLC | 1.22% | Reduce -2.2% | 22,630 | $4.4M |
| Wescott Financial Advisory Group, LLC | 0.39% | Reduce -1.6% | 22,550 | $4.4M |
| Hillcrest Wealth Advisors - NY, LLC | 1.79% | No change | 22,500 | $4.4M |
| Waddell & Associates, LLC | 0.25% | Reduce -1.9% | 22,497 | $4.4M |
| Curi Capital, LLC | 0.08% | Add +0.5% | 22,467 | $4.4M |
| Leo Wealth, LLC | 0.32% | Reduce -8.1% | 22,437 | $4.4M |
| MSH Capital Advisors LLC | 0.93% | Add +36.7% | 22,372 | $4.4M |
| Northeast Investment Management | 0.18% | Add +2.8% | 22,354 | $4.4M |
| Redwood Family Wealth LLC | 4.30% | Add +1.8% | 22,330 | $4.4M |
| VeraBank, N.A. | 0.80% | Reduce -1.0% | 22,178 | $4.4M |
| TAGStone Capital, Inc. | 1.54% | Add +3.5% | 22,166 | $4.3M |
| Absolute Capital Management, LLC | 1.44% | Add +9.0% | 22,109 | $4.3M |
| Lodestone Wealth Management LLC | 1.71% | Reduce -0.7% | 22,041 | $4.3M |
| Amara Financial, Llc. | 2.98% | Reduce -0.1% | 22,033 | $4.3M |
| Sonoma Allocations LLC | 1.49% | Reduce -6.7% | 21,828 | $4.3M |
| WBH Advisory Inc. | 0.32% | Reduce -11.6% | 21,895 | $4.3M |
| BKM Wealth Management, LLC | 1.57% | Add +6.2% | 21,894 | $4.3M |
| Wealth Management Resources, Inc. | 1.49% | Reduce -2.4% | 21,826 | $4.3M |
| Hubbell Strickland Wealth Management, LLC | 1.71% | Add +2.0% | 21,815 | $4.3M |
| Paces Ferry Wealth Advisors, LLC | 1.78% | Add +0.3% | 21,737 | $4.3M |
| Carret Asset Management, LLC | 0.42% | Add +0.4% | 21,679 | $4.3M |
| Compass Advisory Group LLC | 1.14% | Add +2.8% | 21,669 | $4.3M |
| Bonfire Financial | 3.20% | Reduce -7.3% | 21,661 | $4.2M |
| Strategic Financial Concepts, LLC | 1.05% | Add +825.0% | 21,636 | $4.2M |
| Carnegie Investment Counsel | 0.08% | Add +4.3% | 21,614 | $4.2M |
| Talon Private Wealth, LLC | 0.56% | — | 21,591 | $4.2M |
| Weitzel Financial Services, Inc. | 1.59% | Add +1.0% | 21,490 | $4.2M |
| Anchor Investment Management, LLC | 0.35% | Add +6.7% | 21,439 | $4.2M |
| Goodman Financial Corp | 0.72% | Reduce -0.7% | 21,423 | $4.2M |
| 10Elms LLP | 2.90% | Add +675.3% | 21,405 | $4.2M |
| Hudson Oak Wealth Advisory LLC | 3.65% | Reduce -0.1% | 21,404 | $4.2M |
| Broadleaf Partners, LLC | 0.98% | Reduce -1.0% | 21,396 | $4.2M |
| Belpointe Asset Management LLC | 0.15% | Add +6.8% | 21,355 | $4.2M |
| Seeds Investor LLC | 0.57% | Reduce -0.4% | 20,622 | $4.2M |
| Monument Group Wealth Advisors, LLC | 2.30% | Reduce -8.0% | 21,118 | $4.1M |
| Base Wealth Management LLC | 2.32% | Reduce -11.9% | 21,110 | $4.1M |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 3.71% | Add +6.5% | 21,067 | $4.1M |
| Dorsey & Whitney Trust CO LLC | 0.23% | Reduce -2.0% | 21,008 | $4.1M |
| Glenview Trust Co | 0.06% | Add +2.5% | 20,898 | $4.1M |
| Cascade Wealth Advisors, Inc | 1.80% | Add +0.6% | 19,747 | $4.1M |
| Disciplined Investments, LLC | 1.46% | Reduce -0.8% | 20,730 | $4.1M |
| Chemistry Wealth Management LLC | 0.72% | Add +5.0% | 20,724 | $4.1M |
| Brindle & Bay Financial Advisors, LLC | 2.49% | Add +48.0% | 20,714 | $4.1M |
| Fiduciary Family Office, LLC | 1.15% | Add +0.3% | 20,623 | $4.0M |
| Principle Wealth Partners LLC | 0.23% | Add +10.5% | 20,581 | $4.0M |
| Parsons Capital Management Inc. | 0.18% | Add +7.7% | 20,560 | $4.0M |
| Planwiser Financial, LLC | 2.92% | Reduce -38.9% | 19,931 | $4.0M |
| Tobias Financial Advisors, Inc. | 0.56% | Reduce -5.2% | 20,522 | $4.0M |
| Beacon Financial Advisory LLC | 0.91% | Reduce -1.0% | 20,489 | $4.0M |
| Worth Asset Management, LLC | 1.50% | Add +1327.7% | 20,488 | $4.0M |
| Wilson & Boucher Capital Management, LLC | 2.67% | Add +4.7% | 20,487 | $4.0M |
| Moneco Advisors, LLC | 0.31% | Reduce -2.6% | 20,487 | $4.0M |
| Triune Financial Partners, LLC | 0.95% | Reduce -0.5% | 20,437 | $4.0M |
| GFS Advisors, LLC | 0.26% | Reduce -0.2% | 20,405 | $4.0M |
| Quest 10 Wealth Builders, Inc. | 3.50% | Reduce -0.4% | 20,370 | $4.0M |
| United Bank | 1.33% | Reduce -3.6% | 20,341 | $4.0M |
| Old North State Wealth Management, LLC | 1.84% | Reduce -11.0% | 20,307 | $4.0M |
| MV Capital Management, Inc. | 0.39% | Reduce -0.4% | 20,159 | $4.0M |
| Pioneer Wealth Management Group | 1.11% | Add +0.1% | 20,154 | $4.0M |
| Archvest Wealth Advisors, Inc. | 2.55% | Add +1.9% | 20,126 | $3.9M |
| ERn Financial, LLC | 0.74% | Reduce -0.0% | 20,096 | $3.9M |
| Diversified Trust Co. | 0.07% | Add +1.1% | 20,077 | $3.9M |
| Bryn Mawr Trust Advisors, LLC | 0.19% | Reduce -1.8% | 19,964 | $3.9M |
| Montag A & Associates Inc. | 0.18% | Reduce -8.9% | 19,915 | $3.9M |
| SHP Wealth Management | 0.29% | Add +23.3% | 19,892 | $3.9M |
| Powerhouse Assets LLC | 3.39% | Add +0.6% | 19,866 | $3.9M |
| Quadcap Wealth Management, LLC | 0.44% | Reduce -5.1% | 19,860 | $3.9M |
| Milestone Investment Advisors LLC | 0.94% | Reduce -0.2% | 19,845 | $3.9M |
| Moisand Fitzgerald Tamayo, LLC | 0.42% | Reduce -5.1% | 19,808 | $3.9M |
| Prosperity Consulting Group, LLC | 0.17% | Reduce -6.0% | 19,685 | $3.9M |
| Empower Advisory Group, LLC | 0.01% | Reduce -21.9% | 19,636 | $3.9M |
| Segment Wealth Management, LLC | 0.22% | Reduce -0.5% | 19,500 | $3.8M |
| Evanson Asset Management, LLC | 0.20% | Reduce -0.7% | 19,434 | $3.8M |
| Magnus Financial Group LLC | 0.31% | Reduce -5.0% | 19,418 | $3.8M |
| Prostatis Group LLC | 0.97% | Reduce -32.1% | 19,371 | $3.8M |
| Principal Financial Group Inc. | 0.00% | Add +7.6% | 19,360 | $3.8M |
| Fifth Third Wealth Advisors LLC | 0.13% | Add +28.9% | 19,235 | $3.8M |
| Oath Planning, LLC | 3.35% | Add +20.2% | 19,224 | $3.8M |
| Uptown Financial Advisors LLC | 3.03% | Add +0.6% | 19,098 | $3.7M |
| REDW Wealth LLC | 1.49% | Add +19.0% | 19,048 | $3.7M |
| Ascentis Independent Advisors | 0.28% | Add +60.0% | 18,869 | $3.7M |
| Fourth Dimension Wealth, LLC | 1.40% | Reduce -15.7% | 18,870 | $3.7M |
| Kendall Capital Management | 0.76% | Add +16.7% | 18,869 | $3.7M |
| GC Wealth Management RIA, LLC | 0.15% | Add +8.8% | 18,836 | $3.7M |
| DT Investment Partners, LLC | 0.31% | Reduce -6.0% | 18,830 | $3.7M |
| Hexagon Capital Partners LLC | 0.54% | Reduce -3.6% | 18,801 | $3.7M |
| Insight Advisors, LLC/ PA | 0.70% | Reduce -1.4% | 18,793 | $3.7M |
| Blueprint Investment Partners LLC | 0.37% | Reduce -25.4% | 18,695 | $3.7M |
| Tacita Capital Inc | 2.17% | Reduce -2.6% | 18,659 | $3.7M |
| Sheets Smith Wealth Management | 0.41% | No change | 18,637 | $3.7M |
| NWF Advisory Services Inc. | 0.41% | Reduce -2.9% | 18,586 | $3.6M |
| JFS Wealth Advisors, LLC | 0.20% | Reduce -0.1% | 18,380 | $3.6M |
| Archford Capital Strategies, LLC | 0.41% | Reduce -16.7% | 18,378 | $3.6M |
| Private Trust Co. NA | 0.32% | Reduce -0.4% | 18,305 | $3.6M |
| Francis Financial, Inc. | 0.67% | Reduce -5.3% | 18,286 | $3.6M |
| Aptus Capital Advisors, LLC | 0.03% | Add +8.5% | 18,221 | $3.6M |
| Prospera Capital Management, LLC | 1.79% | Add +5.4% | 18,197 | $3.6M |
| Prosperity Planning, Inc. | 1.28% | Reduce -2.4% | 18,152 | $3.6M |
| Net Worth Advisory Group | 0.74% | Add +9.7% | 18,149 | $3.6M |
| Stonebridge Financial Group, LLC / MO | 2.98% | Reduce -0.0% | 17,997 | $3.5M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1.17% | Add +10.0% | 17,295 | $3.5M |
| Kraft, Davis & Associates, LLC | 0.75% | Add +17.3% | 16,986 | $3.5M |
| LongView Wealth Management | 0.88% | Reduce -3.5% | 17,257 | $3.5M |
| Cloud Capital Management, LLC | 1.52% | Add +6.7% | 17,806 | $3.5M |
| Capital Investment Advisors, LLC | 0.05% | Reduce -1.7% | 17,783 | $3.5M |
| SwitchPoint Financial Planning, LLC | 2.35% | Add +0.1% | 17,683 | $3.5M |
| Greystone Financial Group, LLC | 0.98% | Reduce -48.0% | 17,660 | $3.5M |
| Tableaux LLC | 1.68% | Add +762.9% | 17,638 | $3.5M |
| Tocqueville Asset Management L.P. | 0.05% | Add +8.5% | 17,603 | $3.5M |
| Dickmeyer Boyce Financial Management, Inc. | 2.02% | — | 17,515 | $3.4M |
| WoodTrust Financial Corp | 0.44% | Reduce -13.9% | 17,379 | $3.4M |
| Ironwood Financial, llc | 0.60% | Add +14.6% | 17,377 | $3.4M |
| Rockbridge Investment Management, LCC | 0.31% | Add +27.0% | 17,370 | $3.4M |
| XY Planning Network, Inc. | 0.54% | Add +23.9% | 17,325 | $3.4M |
| Sawgrass Asset Management LLC | 0.51% | Reduce -0.1% | 17,336 | $3.4M |
| Silver Oak Securities, Incorporated | 0.25% | Add +2.2% | 17,317 | $3.4M |
| Mayflower Financial Advisors, LLC | 0.41% | Reduce -6.8% | 17,281 | $3.4M |
| Keybank National Association | 0.01% | Reduce -5.3% | 17,260 | $3.4M |
| Syon Capital LLC | 0.17% | Reduce -3.9% | 17,255 | $3.4M |
| PFG Investments, LLC | 0.16% | Reduce -1.5% | 17,034 | $3.3M |
| Wilmington Savings Fund Society, FSB | 0.08% | Reduce -2.3% | 16,987 | $3.3M |
| Simplicity Wealth,LLC | 0.19% | Add +3.9% | 16,955 | $3.3M |
| Gibraltar Capital Management, Inc. | 0.57% | Add +2.3% | 16,950 | $3.3M |
| Allegheny Financial Group | 0.45% | Add +10.8% | 16,841 | $3.3M |
| First Bancorp, Inc | 1.64% | Add +26.1% | 16,804 | $3.3M |
| CWA Asset Management Group, LLC | 0.11% | Reduce -0.5% | 16,800 | $3.3M |
| Sovran Advisors, LLC | 0.26% | Add +1.0% | 15,875 | $3.3M |
| Crestwood Advisors Group, LLC | 0.06% | Reduce -2.3% | 16,649 | $3.3M |
| Donalies Financial Planning, LLC | 2.78% | Reduce -0.8% | 16,623 | $3.3M |
| SageView Advisory Group, LLC | 0.12% | Reduce -12.2% | 16,613 | $3.3M |
| GenWealth Group, Inc. | 0.56% | Add +17.0% | 16,586 | $3.3M |
| Raffa Wealth Management, LLC | 0.51% | Add +727.9% | 16,583 | $3.3M |
| Infinity Wealth Counsel, LLC | 2.96% | Add +1.7% | 16,441 | $3.2M |
| AdvisorNet Financial, Inc | 0.17% | Reduce -2.1% | 16,432 | $3.2M |
| Capstone Investment Advisors, LLC | 0.04% | New | 16,401 | $3.2M |
| Thoroughbred Financial Services, LLC | 0.19% | Add +3.2% | 16,400 | $3.2M |
| Keyvantage Wealth, LLC | 1.42% | Reduce -1.7% | 16,377 | $3.2M |
| Stage Harbor Financial, LLC | 2.11% | Add +1.3% | 16,214 | $3.2M |
| Summit Wealth & Retirement Planning, Inc. | 0.76% | Add +11.5% | 16,164 | $3.2M |
| Silverlake Wealth Management LLC | 0.67% | Add +292.0% | 16,161 | $3.2M |
| Hilltop National Bank | 0.75% | Add +0.3% | 16,160 | $3.2M |
| Salomon & Ludwin, LLC | 0.28% | Reduce -1.5% | 16,080 | $3.2M |
| Advisory Alpha, LLC | 0.09% | Add +10.3% | 16,131 | $3.2M |
| Pillar Financial Advisors, LLC | 1.84% | Reduce -2.0% | 16,059 | $3.2M |
| Accretive Wealth Partners, LLC | 0.88% | Add +784.3% | 15,944 | $3.1M |
| Atlantic Union Bankshares Corp | 0.06% | Add +0.1% | 15,938 | $3.1M |
| L.K. Benson & Company, P.C. | 1.03% | Reduce -2.4% | 15,932 | $3.1M |
| Strategic Financial Partners, Ltd. | 1.34% | Reduce -16.2% | 15,818 | $3.1M |
| GHP Investment Advisors, Inc. | 0.13% | Add +30.5% | 15,812 | $3.1M |
| Livet Wealth, LLC | 1.97% | Reduce -30.3% | 15,788 | $3.1M |
| SeaCrest Wealth Management, LLC | 0.33% | Reduce -3.5% | 15,778 | $3.1M |
| Smith Partners Wealth Management, LLC | 2.77% | Reduce -6.5% | 15,777 | $3.1M |
| Kelman-Lazarov, Inc. | 0.44% | Add +1.6% | 15,777 | $3.1M |
| North Star Investment Management Corp. | 0.19% | Add +6.2% | 15,751 | $3.1M |
| DMKC Advisory Services, LLC | 1.29% | Add +58.9% | 15,739 | $3.1M |
| Private Wealth Asset Management, LLC | 0.33% | Reduce -6.5% | 15,656 | $3.1M |
| West Bancorporation Inc. | 1.53% | Add +2.5% | 15,650 | $3.1M |
| Johnson Financial Group, Inc. | 0.11% | Reduce -1.2% | 15,574 | $3.1M |
| StoneX Group Inc. | 0.16% | Reduce -5.3% | 15,594 | $3.1M |
| Weaver Consulting Group | 0.73% | Add +47.3% | 15,516 | $3.0M |
| Taylor Financial Group, Inc. | 1.84% | Reduce -0.8% | 15,514 | $3.0M |
| Adkins Seale Capital Management LLC | 3.00% | Add +22.0% | 15,505 | $3.0M |
| Zinnia Wealth Advisory, LLC | 3.40% | Add +24.9% | 15,478 | $3.0M |
| Aspen Grove Capital, LLC | 0.59% | Add +0.2% | 15,425 | $3.0M |
| Gilliland Jeter Wealth Management LLC | 0.90% | No change | 15,402 | $3.0M |
| Parkside Financial Bank & Trust | 0.23% | Add +3.4% | 15,385 | $3.0M |
| Kennicott Capital Management LLC | 1.64% | Reduce -12.7% | 15,343 | $3.0M |
| PCM Encore, LLC | 0.62% | Add +34.1% | 15,255 | $3.0M |
| New Wave Wealth Advisors LLC | 1.05% | Add +144.1% | 15,236 | $3.0M |
| High Net Worth Advisory Group LLC | 0.69% | Add +3.0% | 15,166 | $3.0M |
| Veridan Wealth LLC | 1.12% | Add +0.6% | 15,110 | $3.0M |
| Forza Wealth Management, LLC | 1.03% | Add +7.4% | 15,037 | $3.0M |
| Howard Wealth Management, LLC | 1.24% | Reduce -0.0% | 15,021 | $2.9M |
| FDx Advisors, Inc. | 0.94% | Reduce -2.5% | 14,950 | $2.9M |
| Liberty Wealth Management LLC | 0.37% | Add +4.9% | 14,893 | $2.9M |
| GAMMA Investing LLC | 0.14% | Add +2.9% | 14,912 | $2.9M |
| MOKAN Wealth Management Inc. | 1.29% | Reduce -26.0% | 14,860 | $2.9M |
| K2 Financial Inc. | 2.11% | Add +3.5% | 14,330 | $2.9M |
| Northwest Wealth Management, LLC | 0.43% | Reduce -2.1% | 14,680 | $2.9M |
| Global Wealth Management Investment Advisory, Inc. | 0.45% | Reduce -5.2% | 14,673 | $2.9M |
| Vista Investment Partners Ii, LLC | 1.29% | New | 14,631 | $2.9M |
| XML Financial, LLC | 0.23% | Reduce -2.2% | 14,631 | $2.9M |
| Hurlow Wealth Management Group, Inc. | 0.68% | Add +9.5% | 14,622 | $2.9M |
| Centaurus Financial, Inc. | 0.14% | Add +8.5% | 14,583 | $2.9M |
| Angeles Investment Advisors, LLC | 0.19% | Reduce -20.6% | 14,571 | $2.9M |
| Strategic Financial Group, LLC | 2.94% | — | 14,544 | $2.9M |
| Genesis Financial Group, LLC | 1.91% | Add +0.2% | 14,496 | $2.8M |
| Webster Bank, N. A. | 0.27% | Add +10.5% | 14,492 | $2.8M |
| Jacobi Capital Management LLC | 0.16% | Reduce -0.2% | 14,439 | $2.8M |
| Midwest Capital Advisors, LLC | 1.32% | Add +1.2% | 14,400 | $2.8M |
| LRI Investments, LLC | 0.25% | Add +0.4% | 14,392 | $2.8M |
| Harmony Asset Management LLC | 0.86% | Add +3.7% | 14,338 | $2.8M |
| Welch & Forbes LLC | 0.04% | No change | 14,336 | $2.8M |
| Kitching Partners, LLC | 2.59% | Reduce -14.6% | 14,331 | $2.8M |
| Geneos Wealth Management Inc. | 0.06% | Reduce -10.3% | 14,258 | $2.8M |
| Princeton Global Asset Management LLC | 0.46% | Add +56.8% | 14,239 | $2.8M |
| Sterling Group Wealth Management, LLC | 1.31% | Reduce -1.1% | 14,148 | $2.8M |
| SlateStone Wealth, LLC | 0.23% | Reduce -0.8% | 14,139 | $2.8M |
| Theory Financial LLC | 0.97% | Add +46.5% | 14,108 | $2.8M |
| McCartney Wealth Management LLC | 2.33% | Reduce -0.6% | 14,101 | $2.8M |
| Alta Wealth Advisors LLC | 0.90% | Add +4.4% | 14,087 | $2.8M |
| Integrity Advisory Solutions, LLC | 0.36% | Add +6.3% | 14,078 | $2.8M |
| Serenity Investment Advisors | 1.28% | Reduce -23.9% | 12,967 | $2.7M |
| MOR Wealth Management, LLC | 1.25% | Reduce -0.3% | 13,937 | $2.7M |
| Shepherd Financial Partners LLC | 0.26% | Add +0.0% | 13,806 | $2.7M |
| United Bank | 0.34% | Reduce -16.7% | 13,701 | $2.7M |
| Wise Wealth Partners | 3.63% | Add +5.3% | 13,660 | $2.7M |
| Cardinal Point Capital Management ULC | 0.16% | Add +575.7% | 13,622 | $2.7M |
| WCG Wealth Advisors LLC | 0.07% | New | 13,553 | $2.7M |
| Signal Advisors Wealth, LLC | 0.18% | Add +15.0% | 13,551 | $2.7M |
| Tme Financial, Inc. | 1.84% | Add +3.5% | 13,540 | $2.7M |
| Nikulski Financial, Inc. | 0.66% | Reduce -21.7% | 13,537 | $2.7M |
| Vilga Financial Planning LLC | 2.37% | New | 13,529 | $2.7M |
| GM Advisory Group, LLC | 0.10% | Reduce -5.9% | 13,521 | $2.7M |
| Ade, LLC | 1.27% | Reduce -2.7% | 13,515 | $2.7M |
| Flputnam Investment Management Co. | 0.04% | Reduce -1.3% | 13,509 | $2.7M |
| Marotta Asset Management | 0.49% | Reduce -10.3% | 13,475 | $2.7M |
| AIMZ Investment Advisors, LLC | 0.82% | Reduce -6.3% | 13,488 | $2.6M |
| 49 Wealth Management, LLC | 0.20% | Reduce -96.3% | 13,471 | $2.6M |
| Barnes Pettey Financial Advisors, LLC | 1.15% | Add +7.5% | 13,459 | $2.6M |
| Evansbrook LLC | 1.76% | Add +22.0% | 13,444 | $2.6M |
| Walter & Keenan Wealth Management LLC /in/ | 0.74% | Reduce -16.1% | 13,420 | $2.6M |
| Sfam, LLC | 2.43% | Reduce -0.7% | 13,358 | $2.6M |
| Obsidian Cio, LLC | 2.35% | Add +19.9% | 13,356 | $2.6M |
| St Germain D J Co. Inc. | 0.10% | Add +1.4% | 13,345 | $2.6M |
| Tradition Wealth Management, LLC | 0.19% | Add +3.5% | 13,331 | $2.6M |
| Meeder Advisory Services, Inc. | 0.11% | Reduce -9.6% | 13,309 | $2.6M |
| Avalon Capital Management | 0.74% | Add +26.2% | 13,298 | $2.6M |
| Opus Financial Solutions LLC | 2.45% | Add +15.2% | 13,274 | $2.6M |
| Narus Financial Partners, LLC | 0.68% | Reduce -1.3% | 13,264 | $2.6M |
| Alpine Bank Wealth Management | 0.38% | No change | 13,220 | $2.6M |
| Asset Dedication, LLC | 0.18% | Add +0.3% | 13,167 | $2.6M |
| Atlas Brown,Inc. | 0.78% | Reduce -1.2% | 13,144 | $2.6M |
| Plancorp, LLC | 0.07% | Reduce -2.0% | 12,773 | $2.6M |
| True Link Financial Advisors, LLC | 0.16% | Reduce -1.1% | 13,105 | $2.6M |
| Global Trust Wealth Management LLC | 1.93% | Reduce -5.6% | 13,020 | $2.6M |
| Ehrenkranz Partners L.P. | 2.02% | Add +0.1% | 13,012 | $2.6M |
| NorthRock Partners, LLC | 0.04% | Add +145.1% | 12,994 | $2.5M |
| American Institute for Advanced Investment Management, LLP | 1.65% | Add +7.8% | 12,945 | $2.5M |
| Keel Point, LLC | 0.17% | Add +0.4% | 12,923 | $2.5M |
| Balefire, LLC | 0.48% | Add +0.4% | 12,892 | $2.5M |
| Fiduciary Trust Co | 0.03% | Add +7.1% | 12,862 | $2.5M |
| Capital Squared Financial LLC | 1.93% | Add +11.3% | 12,854 | $2.5M |
| Pacific Capital Wealth Advisors, Inc. | 0.42% | Add +93.6% | 12,847 | $2.5M |
| Medallion Wealth Advisors, LLC | 0.82% | Reduce -2.8% | 12,831 | $2.5M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +11.3% | 12,757 | $2.5M |
| Zions Bancorporation, National Association | 0.16% | No change | 12,764 | $2.5M |
| Fermata Advisors, LLC | 0.56% | Add +1.0% | 12,760 | $2.5M |
| Arbor Investment Advisors, LLC | 0.33% | Reduce -2.4% | 12,734 | $2.5M |
| Next Level Private LLC | 0.56% | Add +0.4% | 12,706 | $2.5M |
| RCS Financial Planning, LLC | 1.29% | Add +16.7% | 12,703 | $2.5M |
| Lavaca Capital LLC | 0.46% | Reduce -14.8% | 12,700 | $2.5M |
| SOA Wealth Advisors, LLC. | 0.47% | Add +2.6% | 12,645 | $2.5M |
| Probity Advisors, Inc. | 0.39% | Add +0.9% | 12,533 | $2.5M |
| Y-Intercept (Hong Kong) Ltd | 0.05% | New | 12,525 | $2.5M |
| Precision Wealth Strategies, LLC | 0.81% | Reduce -15.3% | 12,472 | $2.4M |
| RTD Financial Advisors, Inc. | 0.30% | Add +3.3% | 12,464 | $2.4M |
| Fortitude Advisory Group L.L.C. | 1.10% | Add +15.6% | 12,457 | $2.4M |
| Sageworth Trust Co of South Dakota | 1.93% | Reduce -11.3% | 12,428 | $2.4M |
| SHUTTLEWORTH & Co | 2.20% | Add +11.7% | 12,411 | $2.4M |
| RiverFront Investment Group, LLC | 0.04% | Add +34.4% | 12,411 | $2.4M |
| Peapack Gladstone Financial Corp. | 0.03% | Add +0.6% | 12,345 | $2.4M |
| Nalls Sherbakoff Group, LLC | 1.78% | Reduce -2.2% | 12,340 | $2.4M |
| Acorn Wealth Advisors, LLC | 0.70% | Add +1.9% | 12,266 | $2.4M |
| Strive Financial Group ,LLC | 1.28% | Add +9.5% | 12,261 | $2.4M |
| One Day In July LLC | 0.19% | No change | 12,261 | $2.4M |
| Verus Capital Partners, LLC | 0.17% | Add +7.3% | 12,259 | $2.4M |
| Paragon Private Wealth Management, LLC | 0.74% | Add +13.3% | 12,132 | $2.4M |
| Beaird Harris Wealth Management, LLC | 0.16% | Reduce -3.2% | 12,119 | $2.4M |
| SteelPeak Wealth, LLC | 0.07% | Reduce -0.2% | 12,067 | $2.4M |
| Stone Loft Wealth Management LLC | 1.69% | Add +19.9% | 12,066 | $2.4M |
| Freestone Capital Holdings, LLC | 0.07% | Reduce -7.4% | 11,959 | $2.3M |
| Asempa Wealth Advisors | 2.04% | Reduce -4.0% | 11,922 | $2.3M |
| Klingman & Associates, LLC | 0.11% | Reduce -12.7% | 11,876 | $2.3M |
| Topsail Wealth Management, LLC | 0.34% | Reduce -0.0% | 11,734 | $2.3M |
| Fisher Asset Management | 0.00% | Add +33.8% | 11,724 | $2.3M |
| Becker Capital Management Inc. | 0.07% | Reduce -0.1% | 11,697 | $2.3M |
| Keebeck Wealth Management | 0.26% | Reduce -23.7% | 11,671 | $2.3M |
| Transamerica Financial Advisors, LLC | 0.19% | Add +95.4% | 11,624 | $2.3M |
| McMill Wealth Management | 0.61% | No change | 11,618 | $2.3M |
| Choate Investment Advisors | 0.04% | Add +1.5% | 11,599 | $2.3M |
| Integrated Wealth Management | 2.60% | Reduce -0.6% | 11,562 | $2.3M |
| PDS Planning, Inc | 0.15% | Reduce -1.6% | 11,544 | $2.3M |
| Richmond Investment Services, LLC | 0.36% | Add +2.4% | 11,500 | $2.3M |
| Intelligence Driven Advisers, LLC | 0.39% | Reduce -2.2% | 11,393 | $2.2M |
| Larson Financial Group LLC | 0.07% | Add +0.5% | 11,393 | $2.2M |
| Cordgrass Capital Advisors, LLC | 0.52% | Add +125.0% | 11,374 | $2.2M |
| Hanover Advisors Inc. | 0.91% | Add +1.9% | 11,357 | $2.2M |
| Center for Financial Planning, Inc. | 0.23% | Reduce -1.3% | 11,342 | $2.2M |
| Allstreet Capital Advisors LLC | 1.64% | Reduce -2.9% | 11,323 | $2.2M |
| Evergreen Wealth Management, LLC | 1.15% | Add +0.1% | 11,312 | $2.2M |
| Evermay Wealth Management LLC | 0.25% | Reduce -1.5% | 11,289 | $2.2M |
| Everest Private Wealth | 1.12% | Add +0.6% | 11,287 | $2.2M |
| Gradient Capital Advisors, LLC | 0.57% | Add +2.5% | 11,267 | $2.2M |
| Regal Investment Advisors LLC | 0.13% | Reduce -4.8% | 11,266 | $2.2M |
| Cambria Investment Management, L.P. | 0.12% | Reduce -14.9% | 11,262 | $2.2M |
| Camarda Financial Advisors, LLC | 1.16% | Add +1.4% | 11,249 | $2.2M |
| Institute for Wealth Management, LLC. | 0.24% | Add +13.6% | 11,207 | $2.2M |
| Riverchase Wealth Management, LLC | 1.14% | No change | 11,180 | $2.2M |
| Laurel Oak Wealth Management, LLC | 0.37% | Reduce -3.9% | 11,154 | $2.2M |
| Russell Investments Group, Ltd. | 0.00% | Add +3.8% | 11,124 | $2.2M |
| HSBC Holdings PLC | 0.00% | New | 11,097 | $2.2M |
| Nixon Peabody Trust Co. | 0.17% | Add +2.1% | 11,093 | $2.2M |
| Benningfield Financial Advisors, LLC | 1.72% | Reduce -2.4% | 11,083 | $2.2M |
| MilWealth Group LLC | 0.52% | Reduce -4.0% | 11,065 | $2.2M |
| Vertrix Wealth Management, LLC | 0.80% | — | 11,060 | $2.2M |
| Balboa Wealth Partners | 0.36% | Reduce -5.5% | 11,060 | $2.2M |
| VestGen Investment Management | 1.19% | Reduce -36.2% | 11,030 | $2.2M |
| Keating Financial Advisory Services, Inc. | 0.35% | Reduce -13.0% | 11,023 | $2.2M |
| Signal Tree Financial Partners LLC | 1.63% | Reduce -4.1% | 10,999 | $2.2M |
| AlTi Global, Inc. | 0.05% | Add +0.0% | 10,975 | $2.2M |
| Leavell Investment Management, Inc. | 0.09% | Add +3.5% | 10,969 | $2.2M |
| Verum Partners LLC | 0.41% | Add +0.4% | 10,921 | $2.1M |
| North Star Asset Management Inc. | 0.09% | Reduce -2.7% | 10,822 | $2.1M |
| Colonial Trust Co / SC | 0.29% | Add +32.7% | 10,770 | $2.1M |
| Apeiron RIA LLC | 0.49% | Reduce -3.0% | 10,750 | $2.1M |
| Cooke Wealth Management, LLC | 1.86% | Add +3.5% | 10,679 | $2.1M |
| 55 North Private Wealth, LLC | 0.54% | Reduce -2.0% | 10,678 | $2.1M |
| Pinnacle Financial Group, LLC / IL | 0.57% | Add +22.0% | 10,670 | $2.1M |
| RCW Management, LLC | 2.14% | Add +2.4% | 10,651 | $2.1M |
| Bernardo Wealth Planning LLC | 0.41% | Reduce -1.1% | 10,632 | $2.1M |
| PAX Financial Group, LLC | 0.36% | Add +217.2% | 10,615 | $2.1M |
| Evolve Private Wealth, LLC | 0.11% | New | 10,603 | $2.1M |
| Cookson Peirce & Co. Inc. | 0.09% | Reduce -18.1% | 10,591 | $2.1M |
| rebel Financial LLC | 0.89% | Reduce -1.8% | 10,510 | $2.1M |
| Lynch Investment Planning, LLC | 1.85% | Add +42.4% | 10,478 | $2.1M |
| Bison Wealth, LLC | 0.20% | Add +4.8% | 9,864 | $2.1M |
| Edgestream Partners, L.P. | 0.07% | Reduce -15.5% | 10,472 | $2.1M |
| FFT Wealth Management LLC | 0.37% | Add +1.1% | 10,434 | $2.0M |
| Wiser Advisor Group LLC | 2.47% | Reduce -1.6% | 10,432 | $2.0M |
| Covenant Asset Management, LLC | 0.42% | Reduce -1.2% | 10,428 | $2.0M |
| First Trust Advisors LP | 0.00% | Add +14.1% | 10,394 | $2.0M |
| McClarren Financial Advisors, Inc. | 1.20% | Add +53.7% | 10,353 | $2.0M |
| Patriot Investment Management Group, Inc. | 0.13% | Add +0.3% | 10,328 | $2.0M |
| Pekin Hardy Strauss, Inc. | 0.21% | Add +3.3% | 10,325 | $2.0M |
| Wick Capital Partners, LLC | 0.37% | Reduce -12.1% | 10,380 | $2.0M |
| Blodgett Wealth Advisors, LLC | 1.60% | Add +0.1% | 10,298 | $2.0M |
| Hilltop Holdings Inc. | 0.18% | Reduce -49.4% | 10,295 | $2.0M |
| Jackson Hole Capital Partners, LLC | 0.33% | No change | 10,263 | $2.0M |
| Brown Brothers Harriman & Co. | 0.01% | Reduce -0.2% | 10,240 | $2.0M |
| McKinley Carter Wealth Services, Inc. | 0.12% | Reduce -1.1% | 10,179 | $2.0M |
| Hartford Funds Management Co LLC | 0.17% | Add +182.9% | 10,173 | $2.0M |
| Sagace Wealth Management LLC | 1.35% | Reduce -9.9% | 10,135 | $2.0M |
| Crews Bank & Trust | 0.29% | Add +1.5% | 10,124 | $2.0M |
| Planning Directions Inc. | 1.00% | Add +10.2% | 10,110 | $2.0M |
| Circle Wealth Management, LLC | 0.03% | No change | 10,101 | $2.0M |
| Guardsman Private Capital Management, Inc. | 1.55% | Reduce -27.9% | 10,088 | $2.0M |
| BOS Asset Management, LLC | 0.51% | Add +4.6% | 10,040 | $2.0M |
| Squire Investment Management Company, LLC | 0.55% | Add +8.7% | 10,038 | $2.0M |
| Confluence Wealth Services, Inc. | 0.08% | Reduce -6.0% | 10,032 | $2.0M |
| Millington Financial Advisors, LLC | 0.83% | Add +0.7% | 9,668 | $2.0M |
| Deutsche Bank AG | 0.00% | Reduce -8.1% | 10,023 | $2.0M |
| Capital Asset Advisory Services LLC | 0.08% | Reduce -7.0% | 9,622 | $2.0M |
| Daymark Wealth Partners, LLC | 0.06% | Add +10.7% | 9,949 | $2.0M |
| Truepoint, Inc. | 0.04% | Add +0.1% | 9,941 | $2.0M |
| North Ridge Wealth Advisors, Inc. | 1.10% | No change | 9,933 | $1.9M |
| WASHINGTON TRUST Co | 0.07% | Reduce -5.5% | 9,870 | $1.9M |
| Stonehearth Capital Management, LLC | 0.76% | Reduce -10.4% | 9,797 | $1.9M |
| Greenspring Advisors, LLC | 0.12% | Reduce -9.2% | 9,789 | $1.9M |
| Montecito Bank & Trust | 0.32% | Add +5.4% | 9,786 | $1.9M |
| WealthTrak Capital Management LLC | 1.37% | Reduce -20.2% | 9,775 | $1.9M |
| Tritonpoint Wealth, LLC | 0.21% | Add +3.0% | 9,774 | $1.9M |
| CDKV Holdings LLC | 1.68% | Add +9.3% | 9,752 | $1.9M |
| Seek First Inc. | 1.34% | Reduce -0.4% | 9,719 | $1.9M |
| Sonoma Private Wealth LLC | 2.34% | Add +8.9% | 9,681 | $1.9M |
| Ashton Thomas Securities, LLC | 0.24% | Reduce -8.3% | 9,667 | $1.9M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.05% | Reduce -0.3% | 9,666 | $1.9M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.33% | Reduce -2.4% | 9,612 | $1.9M |
| International Assets Investment Management, LLC | 0.13% | Add +9.0% | 9,553 | $1.9M |
| SBI Securities Co., Ltd. | 0.05% | Add +9.4% | 9,566 | $1.9M |
| Greenleaf Trust | 0.02% | Reduce -16.3% | 9,538 | $1.9M |
| Integrated Advisors Network LLC | 0.10% | Reduce -0.7% | 9,537 | $1.9M |
| Rollins Financial Advisors, LLC | 0.30% | Reduce -0.9% | 9,530 | $1.9M |
| Disciplined Investors, L.L.C. | 1.11% | Add +0.5% | 9,502 | $1.9M |
| Key Financial Inc | 0.33% | Reduce -1.7% | 9,440 | $1.9M |
| Kestra Investment Management, LLC | 0.03% | Reduce -27.3% | 9,433 | $1.9M |
| Tillman Hartley LLC | 0.46% | Reduce -5.0% | 9,403 | $1.8M |
| Quadrant Capital Group LLC | 0.06% | Reduce -0.3% | 9,372 | $1.8M |
| Stokes Family Office, LLC | 0.19% | Add +0.6% | 9,369 | $1.8M |
| Galvin, Gaustad & Stein, LLC | 0.15% | Add +18.3% | 9,311 | $1.8M |
| Salus Financial Advisors, LLC | 1.06% | Reduce -3.0% | 9,306 | $1.8M |
| Rossby Financial, LCC | 0.38% | Add +558.4% | 9,250 | $1.8M |
| Investors Portfolio Services LLC | 1.69% | Reduce -4.9% | 9,272 | $1.8M |
| Bay Capital Advisors, LLC | 1.12% | Reduce -1.4% | 9,252 | $1.8M |
| Capital Group Private Client Services, Inc. | 0.03% | Add +134.7% | 9,225 | $1.8M |
| Canvas Wealth Advisors, LLC | 0.31% | Add +3.2% | 9,185 | $1.8M |
| Parsonex Advisory Services, Inc. | 1.76% | Reduce -11.8% | 9,179 | $1.8M |
| Level Wealth Management LLC | 0.84% | Add +38.9% | 9,110 | $1.8M |
| American Trust | 0.16% | Add +2.4% | 9,093 | $1.8M |
| Victory Financial Group, LLC | 0.22% | Add +22.4% | 9,089 | $1.8M |
| Pine Harbor Wealth Management, LLC | 0.53% | Add +18.9% | 9,078 | $1.8M |
| Fiduciary Alliance LLC | 0.11% | Add +2.7% | 8,812 | $1.8M |
| Sandy Cove Advisors, LLC | 0.53% | No change | 9,069 | $1.8M |
| Scotia Capital Inc. | 0.01% | Reduce -3.8% | 9,057 | $1.8M |
| Clark Capital Management Group, Inc. | 0.01% | Reduce -29.9% | 9,026 | $1.8M |
| Hegarty Advisors, LLC | 1.39% | Reduce -1.3% | 8,954 | $1.8M |
| Pension & Wealth Management Advisors, Inc. | 0.52% | Add +7.3% | 8,934 | $1.8M |
| Orcam Financial Group | 1.24% | Add +6.5% | 8,925 | $1.8M |
| Roffman Miller Associates Inc. | 0.10% | Reduce -2.4% | 8,906 | $1.7M |
| Iowa State Bank | 0.32% | No change | 8,891 | $1.7M |
| Asset Advisory Group, Inc. | 0.87% | Add +47.9% | 8,866 | $1.7M |
| Asset One Wealth Management LLC | 0.19% | Add +18.8% | 8,563 | $1.7M |
| HORAN Wealth, LLC | 0.17% | New | 9,088 | $1.7M |
| Atlas Legacy Advisors, LLC | 0.32% | Reduce -10.0% | 8,849 | $1.7M |
| Range Advisory, LLC | 0.32% | Add +31.3% | 8,830 | $1.7M |
| Fjell Capital, LLC | 1.33% | Reduce -24.4% | 8,817 | $1.7M |
| J. Goldman & Co LP | 0.08% | New | 8,754 | $1.7M |
| Arbor Wealth Management LLC\AZ | 1.69% | Add +3.4% | 8,717 | $1.7M |
| Retirement Guys Formula LLC | 0.79% | Add +0.9% | 9,055 | $1.7M |
| MidAtlantic Capital Management, Inc. | 1.18% | Add +4.7% | 8,686 | $1.7M |
| Keystone Wealth Services, LLC | 0.36% | Add +1.2% | 8,633 | $1.7M |
| Beese Fulmer Investment Management, Inc. | 0.11% | Add +19.9% | 8,704 | $1.7M |
| BLVD Private Wealth, LLC | 1.47% | Add +17.5% | 8,595 | $1.7M |
| Lifeworks Advisors, LLC | 0.22% | Reduce -12.8% | 8,583 | $1.7M |
| Astra Wealth Partners LLC | 1.05% | Reduce -1.2% | 8,517 | $1.7M |
| Curated Wealth Partners LLC | 0.21% | Add +0.0% | 8,514 | $1.7M |
| Davis R M Inc. | 0.03% | Reduce -3.1% | 8,471 | $1.7M |
| Legacy Capital Wealth Partners, LLC | 0.34% | Reduce -0.2% | 8,414 | $1.7M |
| Gerber Kawasaki Wealth & Investment Management | 0.05% | Reduce -0.7% | 8,411 | $1.7M |
| Flywheel Private Wealth LLC | 0.94% | Add +0.1% | 8,400 | $1.6M |
| Wingate Wealth Advisors, Inc. | 0.88% | Reduce -0.1% | 8,388 | $1.6M |
| Alpha Zero LLC | 0.83% | Reduce -6.6% | 8,373 | $1.6M |
| Wolff Financial Management LLC | 0.36% | Add +0.7% | 8,348 | $1.6M |
| Caldwell Trust Co | 0.15% | Reduce -4.5% | 8,346 | $1.6M |
| Bridges Investment Management Inc. | 0.02% | Reduce -15.4% | 8,316 | $1.6M |
| Daybright Advisory Services, Inc. | 0.45% | Add +6.2% | 8,270 | $1.6M |
| Summit Financial Wealth Advisors, LLC | 0.23% | Reduce -1.9% | 8,247 | $1.6M |
| Spartan Wealth Advisory Services LLC | 0.14% | — | 8,244 | $1.6M |
| BBR Partners, LLC | 0.09% | Add +1.8% | 8,241 | $1.6M |
| Michels Family Financial, LLC | 1.17% | Reduce -1.5% | 8,234 | $1.6M |
| Allied Investment Advisors, LLC | 0.23% | Add +8.1% | 8,218 | $1.6M |
| Embree Financial Group | 0.19% | Add +0.2% | 8,209 | $1.6M |
| RS Crum Inc. | 0.31% | No change | 8,200 | $1.6M |
| Wesbanco Bank Inc. | 0.04% | Reduce -1.9% | 8,200 | $1.6M |
| Englebert Financial Advisers, LLC | 1.82% | Add +40.1% | 8,173 | $1.6M |
| Soltis Investment Advisors LLC | 0.10% | Reduce -4.2% | 8,156 | $1.6M |
| Badgley Phelps Wealth Managers, LLC | 0.03% | Reduce -11.5% | 8,156 | $1.6M |
| TRUE Private Wealth Advisors | 0.15% | Add +18.5% | 8,132 | $1.6M |
| Columbus Macro, LLC | 0.17% | Add +0.5% | 8,126 | $1.6M |
| Causey Wealth LLC | 0.67% | Reduce -4.4% | 8,076 | $1.6M |
| New England Private Wealth Advisors LLC | 0.18% | Add +0.2% | 8,070 | $1.6M |
| Brand Asset Management Group, Inc. | 0.41% | Add +219.4% | 8,068 | $1.6M |
| Summit Financial Strategies, Inc. | 0.12% | Reduce -12.6% | 8,043 | $1.6M |
| Maseco LLP | 0.05% | Reduce -0.1% | 8,040 | $1.6M |
| Synergy Investment Management, LLC | 0.52% | Add +1.2% | 8,029 | $1.6M |
| Legacy Advisors, LLC | 0.18% | Add +16.1% | 7,979 | $1.6M |
| Ethos Financial Group, LLC | 0.11% | Add +141.8% | 7,996 | $1.6M |
| Advocate Group LLC | 0.24% | Add +0.1% | 7,960 | $1.6M |
| Tennessee Valley Asset Management Partners | 0.21% | Add +0.7% | 7,944 | $1.6M |
| Proactive Wealth Strategies LLC | 0.29% | Add +312.9% | 7,928 | $1.6M |
| Taylor Hoffman Capital Management LLC | 0.48% | Reduce -1.0% | 7,896 | $1.5M |
| 4Thought Financial Group Inc. | 0.77% | Reduce -11.3% | 7,891 | $1.5M |
| Destiny Wealth Partners, LLC | 0.17% | Reduce -3.6% | 7,891 | $1.5M |
| Summit Investment Advisory Services, LLC | 0.57% | Add +0.2% | 7,872 | $1.5M |
| Helium Advisors LLC | 1.47% | Add +1.2% | 7,846 | $1.5M |
| Keb Asset Management, LLC | 0.29% | Add +0.1% | 7,818 | $1.5M |
| Cozad Asset Management Inc. | 0.12% | Add +0.1% | 7,799 | $1.5M |
| Forum Financial Management, LP | 0.02% | Add +13.0% | 7,796 | $1.5M |
| PGIM Custom Harvest LLC | 0.02% | Reduce -0.1% | 7,786 | $1.5M |
| Hopwood Financial Services, Inc. | 1.03% | Reduce -3.5% | 7,776 | $1.5M |
| RDA Financial Network | 0.38% | Reduce -0.2% | 7,773 | $1.5M |
| Walkner Condon Financial Advisors LLC | 0.20% | Add +9.2% | 7,761 | $1.5M |
| Charis Legacy Partners, LLC | 2.22% | Reduce -6.2% | 7,739 | $1.5M |
| Archer Investment Management, LLC | 0.64% | Add +173.0% | 7,725 | $1.5M |
| Evolution Wealth Advisors, LLC | 0.15% | Add +9.8% | 7,697 | $1.5M |
| Index Fund Advisors, Inc. | 0.07% | Add +0.3% | 7,689 | $1.5M |
| Graney & King, LLC | 0.81% | No change | 7,679 | $1.5M |
| Capital Management Associates, Inc | 0.34% | Add +0.1% | 7,660 | $1.5M |
| CFS Investment Advisory Services, LLC | 0.10% | Reduce -3.5% | 7,345 | $1.5M |
| Financial Perspectives, Inc | 0.42% | Add +1.5% | 7,582 | $1.5M |
| Clearwave Capital, LLC | 1.02% | Add +0.1% | 7,567 | $1.5M |
| Chatham Capital Group, Inc. | 0.22% | Add +2.4% | 7,563 | $1.5M |
| BridgePort Financial Solutions, LLC | 0.42% | Add +37.4% | 7,555 | $1.5M |
| May Hill Capital, LLC | 0.37% | Add +0.1% | 7,547 | $1.5M |
| Baker Boyer National Bank | 0.44% | No change | 7,547 | $1.5M |
| Community Trust & Investment Co. | 0.08% | No change | 7,530 | $1.5M |
| Geneva Partners, LLC | 0.71% | New | 7,504 | $1.5M |
| Obermeyer Wealth Partners | 0.07% | Add +6.1% | 7,477 | $1.5M |
| Amplius Wealth Advisors, LLC | 0.12% | Add +4.6% | 7,462 | $1.5M |
| Strathmore Capital Advisors, Inc. | 0.41% | Add +31.4% | 7,120 | $1.4M |
| Mission Creek Capital Partners, Inc. | 0.29% | Add +1.8% | 7,339 | $1.4M |
| Graetz Wealth LLC | 1.28% | Add +50.0% | 7,312 | $1.4M |
| Geometric Wealth Advisors | 0.18% | Add +5.4% | 7,307 | $1.4M |
| Founders Financial Alliance, LLC | 0.26% | Add +0.2% | 7,290 | $1.4M |
| MTM Investment Management, LLC | 0.45% | Add +0.4% | 7,267 | $1.4M |
| Freedom Financial Partners LLC | 0.51% | Add +0.3% | 7,239 | $1.4M |
| Alteri Wealth LLC | 0.46% | Add +2.9% | 7,232 | $1.4M |
| Maripau Wealth Management LLC | 0.62% | Add +4.2% | 7,228 | $1.4M |
| Camelot Portfolios, LLC | 1.06% | Reduce -22.9% | 7,215 | $1.4M |
| Rockwood Wealth Management, LLC | 0.10% | Add +1.3% | 7,131 | $1.4M |
| World Equity Group, Inc. | 0.36% | Reduce -18.5% | 7,128 | $1.4M |
| WNY Asset Management, LLC | 0.14% | — | 7,059 | $1.4M |
| Journey Advisory Group, LLC | 0.12% | Reduce -1.2% | 7,044 | $1.4M |
| Colorado Capital Management, Inc. | 0.51% | Reduce -0.8% | 7,030 | $1.4M |
| Ted Buchan & Co | 0.50% | Reduce -4.3% | 7,016 | $1.4M |
| SIMA Wealth Partners, LLC | 1.05% | Reduce -18.6% | 7,016 | $1.4M |
| Wealth Enhancement Trust Services, Inc. | 0.17% | Reduce -1.5% | 7,000 | $1.4M |
| Fairscale Capital, LLC | 0.95% | Add +39.8% | 6,978 | $1.4M |
| Cohen Investment Advisors LLC | 0.65% | Add +7.2% | 6,973 | $1.4M |
| Haverford Trust Co | 0.01% | Reduce -24.3% | 6,963 | $1.4M |
| Essex LLC | 0.24% | Add +0.5% | 6,961 | $1.4M |
| Wealth Alliance, LLC | 0.13% | Reduce -10.6% | 6,949 | $1.4M |
| KLCM Advisors, Inc. | 0.12% | Add +2.1% | 6,943 | $1.4M |
| Liberty Square Wealth Partners LLC | 0.38% | Add +7.2% | 6,938 | $1.4M |
| Ponta Wealth Partners, LLC | 1.09% | No change | 6,936 | $1.4M |
| Burns J W & Co. Inc. | 0.16% | Add +0.7% | 6,904 | $1.4M |
| Procyon Advisors, LLC | 0.07% | Reduce -40.7% | 6,901 | $1.4M |
| AMG National Trust Bank | 0.03% | Add +14.4% | 6,887 | $1.4M |
| Gladwyn Financial Advisors, Inc. | 0.94% | Reduce -1.2% | 6,859 | $1.3M |
| Crescent Grove Advisors, LLC | 0.13% | Add +11.4% | 6,853 | $1.3M |
| CRA Financial Services, LLC | 0.17% | Reduce -21.6% | 6,851 | $1.3M |
| Clarity Retirement & Wealth, LLC | 1.08% | New | 6,830 | $1.3M |
| Midwest Financial Group LLC | 0.57% | Reduce -2.5% | 6,815 | $1.3M |
| Vawter Financial, Ltd. | 0.56% | Add +0.1% | 6,814 | $1.3M |
| Norden Group LLC | 0.13% | Reduce -74.7% | 6,804 | $1.3M |
| Fairman Group, LLC | 1.14% | Reduce -1.4% | 6,801 | $1.3M |
| Calton & Associates, Inc. | 0.19% | Reduce -17.9% | 6,781 | $1.3M |
| TIAA Wealth Investment Management LLC | 0.01% | — | 6,888 | $1.3M |
| Equity Wealth Partners, LLC | 0.85% | Reduce -0.1% | 6,729 | $1.3M |
| Lanark Financial, Inc. | 0.10% | Add +16.1% | 6,692 | $1.3M |
| Wealthcare Capital Partners, LLC | 0.62% | Add +3.1% | 6,692 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -97.8% | 6,684 | $1.3M |
| Roberts Glore & Co. Inc. | 0.36% | Reduce -0.7% | 6,670 | $1.3M |
| Capstone Wealth Management Group LLC | 0.81% | Reduce -0.5% | 6,668 | $1.3M |
| Global Financial Private Client, LLC | 0.43% | Add +2.7% | 6,666 | $1.3M |
| Venturi Wealth Management, LLC | 0.06% | Add +44.3% | 6,657 | $1.3M |
| Fidelis Capital Partners, LLC | 0.09% | Reduce -1.3% | 6,640 | $1.3M |
| Aspen Capital Management, LLC | 0.32% | Add +0.2% | 6,633 | $1.3M |
| Guardian Capital, LLC | 1.24% | Add +67.7% | 6,624 | $1.3M |
| Bartlett & Co. Wealth Management LLC | 0.02% | Add +8.4% | 6,321 | $1.3M |
| Selective Wealth Management, Inc. | 0.38% | Add +0.8% | 6,331 | $1.3M |
| Operose Advisors LLC | 0.30% | Add +0.3% | 6,569 | $1.3M |
| Fortis Capital Advisors, LLC | 0.17% | Reduce -11.8% | 6,559 | $1.3M |
| Stratos Investment Management, LLC | 0.05% | Add +18.2% | 6,538 | $1.3M |
| J. Derek Lewis & Associates Inc. | 0.29% | Add +17.9% | 6,534 | $1.3M |
| Platform Technology Partners | 0.25% | Add +0.1% | 6,527 | $1.3M |
| WP Advisors, LLC | 0.33% | Reduce -2.2% | 6,514 | $1.3M |
| GuidedMoney, LLC | 0.67% | No change | 6,511 | $1.3M |
| Advisor OS, LLC | 0.09% | Add +5.8% | 6,491 | $1.3M |
| Kohmann Bosshard Financial Services, LLC | 0.12% | Reduce -0.0% | 6,480 | $1.3M |
| Hoxton Planning & Management, LLC | 0.38% | Reduce -9.6% | 6,455 | $1.3M |
| Wealth Management Partners, LLC | 0.36% | Add +1.3% | 6,447 | $1.3M |
| Pecaut & Co. | 0.41% | Add +1.4% | 6,441 | $1.3M |
| Fort Sheridan Advisors LLC | 0.15% | Add +7.2% | 6,430 | $1.3M |
| Marks Group Wealth Management, Inc | 0.12% | Reduce -10.8% | 6,398 | $1.3M |
| Compass Capital Corp. /Ma/ | 0.45% | Reduce -2.5% | 6,091 | $1.3M |
| Wimmer Associates 1, LLC | 0.61% | No change | 6,381 | $1.3M |
| Baring Financial LLC | 0.76% | Add +2.9% | 6,365 | $1.2M |
| Pinnacle Bancorp, Inc. | 0.37% | Reduce -0.5% | 6,433 | $1.2M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +2.9% | 6,354 | $1.2M |
| Foster & Motley Inc. | 0.06% | Reduce -9.2% | 6,342 | $1.2M |
| Ardent Capital Management, Inc. | 0.53% | No change | 6,315 | $1.2M |
| CVA Family Office, LLC | 0.13% | Add +1.3% | 6,308 | $1.2M |
| Teachers Insurance & Annuity Association of America | 1.55% | No change | 6,293 | $1.2M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.51% | Add +15.6% | 6,290 | $1.2M |
| Breakwater Investment Management | 0.46% | Add +4.3% | 6,272 | $1.2M |
| Downshift Financial, LLC | 0.64% | Add +257.4% | 6,032 | $1.2M |
| Evernest Financial Advisors, LLC | 0.25% | Add +0.1% | 6,017 | $1.2M |
| Woodside Wealth Management LLC | 0.95% | Reduce -22.3% | 6,203 | $1.2M |
| Gerber, LLC | 0.69% | Add +0.1% | 6,196 | $1.2M |
| Ballast Rock Private Wealth LLC | 0.67% | Reduce -13.8% | 6,190 | $1.2M |
| Silver Coast Investments LLC | 0.39% | Add +114.0% | 6,176 | $1.2M |
| Smithfield Trust Co | 0.05% | No change | 6,198 | $1.2M |
| Tanglewood Legacy Advisors, LLC | 0.44% | Add +48.1% | 6,137 | $1.2M |
| Battery Global Advisors, LLC | 0.64% | Add +66.1% | 6,113 | $1.2M |
| Vaughan David Investments LLC | 0.03% | Reduce -3.8% | 6,100 | $1.2M |
| Compass Capital Management, Inc. | 0.07% | Reduce -10.2% | 6,089 | $1.2M |
| InvesTrust | 0.50% | Add +9.8% | 6,064 | $1.2M |
| Magnolia Private Wealth, LLC | 0.79% | Reduce -0.2% | 6,048 | $1.2M |
| Triad Wealth Partners, LLC | 0.09% | Add +28.9% | 6,022 | $1.2M |
| Unconventional Investor, LLC | 0.56% | Add +0.6% | 6,017 | $1.2M |
| Murphy Pohlad Asset Management LLC | 0.42% | Add +42.9% | 5,999 | $1.2M |
| GeoWealth Management, LLC | 0.04% | Reduce -0.2% | 5,990 | $1.2M |
| TFC Financial Management, Inc. | 0.14% | Add +19.1% | 5,977 | $1.2M |
| Rather & Kittrell, Inc. | 0.18% | Add +1.3% | 5,972 | $1.2M |
| Bridgewater Advisors Inc. | 0.07% | Reduce -32.7% | 5,609 | $1.2M |
| Timothy G. Youngquist 2020 Irrevocable Trust | 0.57% | New | 5,946 | $1.2M |
| Approach Retirement Advisors, LLC | 0.97% | Add +5.3% | 5,931 | $1.2M |
| Mraz, Amerine & Associates, Inc. | 0.17% | Reduce -2.8% | 5,919 | $1.2M |
| Dara Capital Us, Inc. | 1.10% | No change | 5,905 | $1.2M |
| Ally Invest Advisors Inc. | 0.08% | Reduce -25.6% | 5,899 | $1.2M |
| Keener Financial Planning LLC | 0.49% | Add +0.3% | 5,901 | $1.2M |
| Ehrlich Financial Group | 0.66% | Reduce -38.6% | 5,894 | $1.2M |
| Aspen Wealth Management LLC | 0.23% | No change | 5,890 | $1.2M |
| Aristotle Capital Management, LLC | 0.00% | Reduce -65.8% | 5,879 | $1.2M |
| Hudock, Inc. | 0.17% | Add +8.7% | 5,874 | $1.2M |
| Southland Equity Partners LLC | 0.22% | Add +1.0% | 5,863 | $1.2M |
| Good Harbor Advisors, Inc. | 1.26% | Add +1.1% | 5,858 | $1.1M |
| Rathbones Group PLC | 0.00% | Reduce -5.1% | 5,847 | $1.1M |
| Calamos Wealth Management LLC | 0.04% | Add +25.2% | 5,827 | $1.1M |
| Calamos Advisors LLC | 0.01% | New | 5,827 | $1.1M |
| J. Safra Sarasin Holding AG | 0.02% | Add +39.5% | 5,790 | $1.1M |
| Noesis Capital Mangement Corp. | 0.17% | Reduce -10.5% | 5,780 | $1.1M |
| Rede Wealth, LLC | 0.41% | Add +5.1% | 5,769 | $1.1M |
| Osprey Private Wealth LLC | 0.33% | No change | 5,757 | $1.1M |
| John W. Brooker & Co., CPAs | 1.78% | Add +41.3% | 5,757 | $1.1M |
| Berkeley Capital Partners, LLC | 0.26% | Add +1.9% | 5,742 | $1.1M |
| Independent Wealth Advisors LLC | 1.11% | Reduce -7.1% | 5,737 | $1.1M |
| Security National Bank of So Dak | 0.54% | Add +0.3% | 5,736 | $1.1M |
| Retirement Income Solutions, Inc. | 0.19% | No change | 5,730 | $1.1M |
| Brave Asset Management Inc. | 0.27% | Reduce -4.6% | 5,719 | $1.1M |
| Bedel Financial Consulting, Inc. | 0.13% | Reduce -0.0% | 5,713 | $1.1M |
| MB Generational Wealth, LLC | 0.61% | Reduce -2.0% | 5,667 | $1.1M |
| First National Trust Co | 0.04% | Add +1.1% | 5,656 | $1.1M |
| Aegis Wealth Management LLC | 0.63% | Reduce -18.3% | 5,637 | $1.1M |
| Inspirion Wealth Advisors, LLC | 0.14% | No change | 5,624 | $1.1M |
| Texas Bank & Trust Co | 0.41% | Add +14.2% | 5,618 | $1.1M |
| Alesco Advisors, LLC, An ESL Co | 0.03% | No change | 5,616 | $1.1M |
| Aprio Wealth Management, LLC | 0.06% | Add +37.5% | 5,607 | $1.1M |
| Bull Oak Capital, LLC | 0.42% | No change | 5,606 | $1.1M |
| Lam Group, Inc. | 0.60% | Add +31.0% | 5,602 | $1.1M |
| Cedar Mountain Advisors, LLC | 0.21% | Reduce -0.1% | 5,600 | $1.1M |
| CORDA Investment Management, LLC. | 0.08% | Reduce -8.2% | 5,594 | $1.1M |
| Cannon Financial Strategists, Inc. | 0.14% | Reduce -6.2% | 5,593 | $1.1M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.07% | Add +8.7% | 5,592 | $1.1M |
| Advance Capital Management, Inc. | 0.04% | Reduce -1.9% | 5,590 | $1.1M |
| TrustBank | 0.43% | Reduce -2.5% | 5,586 | $1.1M |
| Abbot Financial Management, Inc. | 0.46% | Reduce -2.9% | 5,573 | $1.1M |
| Jim Saulnier & Associates, LLC | 0.53% | Add +96.6% | 5,552 | $1.1M |
| Brown Miller Wealth Management, LLC | 0.31% | No change | 5,535 | $1.1M |
| Cibc World Market Inc. | 0.00% | Add +7.5% | 5,525 | $1.1M |
| Libra Wealth LLC | 0.31% | No change | 5,518 | $1.1M |
| Gould Asset Management LLC | 0.19% | Reduce -2.9% | 5,518 | $1.1M |
| 1ST Source Bank | 0.06% | Add +7.3% | 5,517 | $1.1M |
| Patron Partners, LLC | 0.48% | Add +1.1% | 5,516 | $1.1M |
| InTrack Investment Management Inc | 0.62% | Reduce -21.8% | 5,511 | $1.1M |
| Intrua Financial, LLC | 0.11% | Reduce -25.6% | 5,471 | $1.1M |
| Round Rock Advisors LLC | 0.16% | Reduce -2.8% | 5,470 | $1.1M |
| Purkiss Capital Advisors LLC | 0.47% | Reduce -19.3% | 5,468 | $1.1M |
| Elevated Financial Group LLC | 0.35% | Reduce -6.8% | 5,456 | $1.1M |
| Linscomb Wealth, Inc. | 0.05% | Add +25.9% | 5,440 | $1.1M |
| Silver Grove Financial Group, Inc. | 0.86% | Reduce -1.4% | 5,436 | $1.1M |
| Latitude Advisors, LLC | 0.49% | Reduce -2.0% | 5,433 | $1.1M |
| Barry Investment Advisors, LLC | 0.23% | Add +0.2% | 5,407 | $1.1M |
| Ballast Financial Advisors LLC | 1.09% | Add +0.7% | 5,396 | $1.1M |
| Buck Wealth Strategies, LLC | 0.13% | Reduce -7.5% | 5,385 | $1.1M |
| Creekside Partners | 0.43% | Reduce -4.0% | 5,381 | $1.1M |
| MJP Associates Inc. | 0.13% | Reduce -4.4% | 5,369 | $1.1M |
| Millennium Management | 0.00% | Reduce -39.4% | 5,358 | $1.1M |
| Serenus Wealth Advisors, LLC | 0.21% | Reduce -0.3% | 5,342 | $1.0M |
| Armbruster Capital Management, Inc. | 0.17% | No change | 5,305 | $1.0M |
| 626 Financial, LLC | 0.46% | No change | 5,287 | $1.0M |
| Oak Wealth Advisors LLC | 0.57% | No change | 5,284 | $1.0M |
| Peak Financial Management, Inc. | 0.26% | Reduce -2.3% | 5,262 | $1.0M |
| Annandale Capital, LLC | 0.17% | No change | 5,261 | $1.0M |
| Johnson Wealth Management, LLC | 0.50% | Add +1.2% | 5,257 | $1.0M |
| Brown, Lisle/Cummings, Inc. | 0.26% | Reduce -1.1% | 5,247 | $1.0M |
| LaFleur & Godfrey LLC | 0.13% | Reduce -0.3% | 5,218 | $1.0M |
| KG Capital Management | 0.73% | Reduce -11.8% | 5,211 | $1.0M |
| Copia Wealth Management | 0.70% | Reduce -10.4% | 5,208 | $1.0M |
| Guardian Wealth Advisors, LLC / NC | 0.06% | Add +9.5% | 5,193 | $1.0M |
| KPP Advisory Services LLC | 0.15% | Reduce -4.3% | 5,188 | $1.0M |
| National Wealth Management Group, LLC | 0.38% | Reduce -14.5% | 5,167 | $1.0M |
| Longview Financial Advisors, Inc. | 0.62% | No change | 5,157 | $1.0M |
| Ofc Financial Planning, LLC | 0.99% | No change | 5,144 | $1.0M |
| Basecamp Wealth Advisors LLC | 0.21% | Add +6.7% | 5,136 | $1.0M |
| Maridea Wealth Management LLC | 0.15% | Reduce -2.2% | 5,123 | $1.0M |
| Elgethun Capital Management | 0.17% | No change | 5,116 | $1.0M |
| FC Advisory LLC | 0.29% | Reduce -2.0% | 5,108 | $1.0M |
| DGS Capital Management, LLC | 0.16% | Add +14.6% | 5,102 | $1.0M |
| Allie Family Office LLC | 0.44% | Add +83.9% | 5,096 | $1000K |
| Smith Asset Management Co., LLC | 0.86% | Add +8.3% | 5,091 | $999K |
| James J. Burns & Company, LLC | 0.14% | Add +0.2% | 5,081 | $997K |
| HBW Advisory Services LLC | 0.10% | Add +0.4% | 5,078 | $996K |
| Thompson Davis & Co., Inc. | 0.66% | Reduce -3.0% | 5,076 | $996K |
| Colter Lewis Investment Partners LLC | 0.94% | Add +1.8% | 5,074 | $996K |
| Anchyra Partners LLC | 0.30% | No change | 5,062 | $993K |
| Onyx Bridge Wealth Group LLC | 0.11% | Reduce -0.1% | 5,050 | $991K |
| Verity Asset Management, Inc. | 0.41% | Reduce -9.3% | 5,024 | $986K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -2.1% | 5,017 | $984K |
| CWC Advisors, LLC. | 0.47% | Add +6.8% | 5,014 | $984K |
| X-Square Capital, LLC | 0.33% | Add +31.2% | 5,001 | $981K |
| TrustWell Financial Advisors, LLC | 0.92% | Add +26.8% | 4,997 | $980K |
| Heritage Investment Group, Inc. | 0.15% | Add +0.1% | 4,995 | $980K |
| Heritage Wealth Management, Inc. | 0.55% | Reduce -0.6% | 4,994 | $980K |
| Wells Financial Advisors INC | 4.45% | Reduce -25.7% | 4,988 | $979K |
| Sutton Place Investors LLC | 0.53% | Add +0.1% | 4,976 | $976K |
| Icon Wealth Advisors, LLC | 0.06% | Add +22.7% | 4,779 | $973K |
| Rf&l Wealth Management, LLC | 0.73% | Reduce -1.2% | 4,958 | $973K |
| Aurelius Family Office LLC | 0.42% | Reduce -10.4% | 4,936 | $968K |
| TFB Advisors LLC | 0.51% | Reduce -57.0% | 4,926 | $966K |
| Impact Capital Partners LLC | 0.29% | Reduce -3.0% | 4,922 | $966K |
| First National Advisers, LLC | 0.14% | Add +39.2% | 4,922 | $966K |
| Finward Bancorp | 0.77% | Add +29.7% | 4,916 | $965K |
| Strategic Wealth Partners, Ltd. | 0.07% | Reduce -7.6% | 4,908 | $963K |
| Sound Income Strategies, LLC | 0.05% | Add +21.7% | 4,891 | $962K |
| Lumbard & Kellner, LLC | 0.33% | No change | 4,893 | $960K |
| Sagespring Wealth Partners, LLC | 0.02% | Add +7.3% | 4,886 | $959K |
| Briggs Wealth Management, Inc | 1.01% | Reduce -11.7% | 4,874 | $956K |
| Western Reserve Capital Management, LLC | 0.78% | Reduce -2.1% | 4,870 | $955K |
| O'Connor Financial Group LLC | 0.39% | Reduce -3.7% | 4,857 | $953K |
| Legacy Wealth Managment, LLC | 0.47% | Add +22.1% | 4,854 | $952K |
| Capital Asset Managemnet, LLC | 1.07% | Reduce -0.8% | 4,841 | $950K |
| Allred Capital Management, LLC | 0.35% | No change | 4,844 | $949K |
| Winebrenner Capital Management LLC | 0.61% | Add +13.7% | 4,822 | $946K |
| Silver Oak Advisory Group, Inc. | 0.41% | Reduce -4.5% | 4,825 | $946K |
| Alaska Wealth Advisors, LLC | 0.11% | Reduce -5.4% | 4,821 | $946K |
| Capital Investment Counsel, LLC | 0.13% | Reduce -13.5% | 4,794 | $941K |
| Jackson, Grant Investment Advisers, Inc. | 0.31% | Add +0.2% | 4,769 | $936K |
| Northwest Bancshares, Inc. | 0.19% | No change | 4,753 | $933K |
| Zacks Investment Management | 0.01% | Add +6.1% | 4,752 | $932K |
| Northland Securities, Inc. | 0.89% | Add +25.9% | 4,752 | $932K |
| Essex Bank | 0.21% | Reduce -7.3% | 4,752 | $932K |
| AMG Asset Management Group, Inc. | 0.72% | New | 4,749 | $932K |
| Compass Financial Group, Inc. (Ohio) | 0.68% | Reduce -2.4% | 4,737 | $929K |
| Summit Wealth Partners, LLC | 0.15% | Add +16.8% | 4,722 | $926K |
| Continuum Wealth Advisors, LLC | 0.38% | No change | 4,715 | $925K |
| Caitlin John, LLC | 0.56% | Reduce -8.8% | 4,712 | $924K |
| Detalus Advisors, LLC | 0.21% | Add +8.2% | 4,704 | $923K |
| Odyssey Capital Advisors, Inc. | 0.83% | Reduce -10.1% | 4,700 | $922K |
| Howland Capital Management LLC | 0.04% | No change | 4,692 | $921K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | No change | 4,632 | $916K |
| American Money Management, LLC | 0.14% | Add +0.3% | 4,670 | $916K |
| Hutchens & Kramer Investment Management Group, LLC | 0.29% | Reduce -0.0% | 4,655 | $913K |
| tru Independence LLC | 0.45% | Reduce -0.6% | 4,647 | $912K |
| Curtis Advisory Group, LLC | 0.20% | Reduce -1.9% | 4,628 | $908K |
| Investments & Financial Planning, LLC | 0.49% | Reduce -2.3% | 4,625 | $907K |
| River Wealth Advisors LLC | 0.10% | Reduce -6.5% | 4,621 | $907K |
| Golden State Wealth Management, LLC | 0.10% | Reduce -15.4% | 4,608 | $904K |
| Dearborn Partners LLC | 0.05% | Reduce -2.6% | 4,607 | $904K |
| Sentinel Pension Advisors, LLC | 0.13% | Add +20.1% | 4,575 | $898K |
| C M Bidwell & Associates Ltd. | 0.42% | Reduce -8.9% | 4,571 | $897K |
| Conservest Capital Advisors, Inc. | 0.08% | No change | 4,569 | $896K |
| Conrad Siegel Investment Advisors, Inc. | 0.16% | Reduce -20.4% | 4,566 | $896K |
| Baron Wealth Management LLC | 0.27% | Add +8.8% | 4,557 | $894K |
| Patten Group, Inc. | 0.16% | Add +7.1% | 4,552 | $893K |
| Howe & Rusling Inc. | 0.06% | Reduce -8.8% | 4,505 | $884K |
| Waterfront Wealth Inc. | 0.16% | Reduce -1.8% | 4,502 | $883K |
| Arsenal Capital Advisors LLC | 0.64% | Add +49.5% | 4,490 | $881K |
| Convergence Financial, LLC | 0.09% | Add +48.7% | 4,478 | $881K |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -5.4% | 4,489 | $881K |
| Heritage Wealth Advisors | 0.03% | No change | 4,487 | $880K |
| Caldwell Sutter Capital, Inc. | 0.36% | Add +1.0% | 4,479 | $879K |
| Eagle Global Advisors LLC | 0.03% | Add +0.9% | 4,458 | $875K |
| Goepper Burkhardt LLC | 0.29% | Add +44.9% | 4,449 | $873K |
| M3 Advisory Group, LLC | 0.54% | Add +0.7% | 4,433 | $870K |
| Wellington-Altus USA Inc. | 0.51% | Add +34.7% | 3,984 | $868K |
| Harpswell Capital Advisors, LLC | 0.65% | Add +12.7% | 4,425 | $868K |
| Fort Point Capital Partners LLC | 0.11% | Add +9.2% | 4,421 | $867K |
| First Community Trust NA | 0.64% | Reduce -0.9% | 4,419 | $867K |
| Chapman Financial Group, LLC | 0.62% | Reduce -3.3% | 4,401 | $864K |
| Owen LaRue, LLC | 0.33% | Add +44.4% | 4,390 | $861K |
| Outbound Financial Inc | 0.65% | No change | 4,385 | $860K |
| Mars Jewett Financial Group, Inc. | 0.27% | No change | 4,355 | $854K |
| Valley Forge Investment Consultants Inc. Adv | 0.26% | Add +0.5% | 4,352 | $854K |
| Harbor Group, Inc. | 0.12% | Add +61.8% | 4,348 | $853K |
| Foundation Wealth Management, LLC\PA | 0.30% | No change | 4,347 | $853K |
| DUTCH ASSET Corp | 0.57% | Add +20.6% | 4,335 | $851K |
| Hantz Financial Services, Inc. | 0.01% | Add +9.5% | 4,372 | $850K |
| Redwood Financial Network Corp | 0.55% | Reduce -23.2% | 4,306 | $845K |
| WealthPlan Investment Management, LLC | 0.05% | Add +75.2% | 4,299 | $844K |
| Ashford Advisors, LLC | 0.20% | No change | 4,293 | $842K |
| Horizon Investment Services, LLC | 0.29% | Add +2.2% | 4,283 | $841K |
| Guardian Asset Advisors, LLC | 0.49% | Reduce -49.1% | 4,280 | $840K |
| GWN Securities Inc. | 0.16% | Add +15.5% | 4,253 | $835K |
| Penobscot Wealth Management | 0.25% | Add +1.1% | 4,252 | $834K |
| Shufro Rose & Co. LLC | 0.06% | Reduce -2.8% | 4,251 | $834K |
| Nova R Wealth, Inc. | 0.27% | Add +0.2% | 4,246 | $833K |
| Lincoln Capital LLC | 0.16% | Add +1.1% | 4,210 | $826K |
| Mason Investment Advisory Services, Inc. | 0.04% | Add +13.5% | 4,203 | $825K |
| SJS Investment Consulting Inc. | 0.10% | Reduce -2.2% | 4,180 | $820K |
| Passive Capital Management, LLC. | 0.24% | No change | 4,153 | $815K |
| Baker Ellis Asset Management LLC | 0.10% | No change | 4,140 | $812K |
| Uhlmann Price Securities, LLC | 0.05% | Add +0.4% | 4,129 | $810K |
| Pacific Point Advisors, LLC | 0.43% | No change | 4,129 | $810K |
| Advocate Investing Services LLC | 0.69% | Add +0.1% | 4,125 | $809K |
| Keystone Financial Group, Inc. | 0.42% | Add +0.3% | 4,123 | $809K |
| Balanced Rock Investment Advisors LLC | 0.57% | Add +8.7% | 4,120 | $808K |
| Rothschild Capital Partners, LLC | 0.20% | Add +11.8% | 4,107 | $806K |
| Diligent Investors, LLC | 0.20% | Reduce -5.2% | 4,098 | $804K |
| Richard W. Paul & Associates, LLC | 0.27% | Reduce -0.2% | 4,097 | $804K |
| Investmark Advisory Group LLC | 0.34% | Add +9.2% | 4,093 | $803K |
| Triangle Securities Wealth Management | 0.18% | Add +0.6% | 4,084 | $801K |
| Headinvest, LLC | 0.16% | Reduce -1.8% | 4,071 | $799K |
| Red Spruce Capital, LLC | 0.33% | New | 4,061 | $797K |
| Private Client Services, LLC | 0.24% | Add +0.8% | 4,057 | $796K |
| Stelac Advisory Services LLC | 0.16% | No change | 4,040 | $793K |
| Mogy Joel R Investment Counsel Inc. | 0.05% | Reduce -1.8% | 4,040 | $793K |
| Elmwood Wealth Management, Inc. | 0.22% | Add +1.5% | 4,033 | $791K |
| Accredited Investor Services, LLC | 0.51% | Add +9.3% | 4,023 | $789K |
| Brian Low Financial Group, LLC | 0.54% | Reduce -9.6% | 4,018 | $788K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +39.8% | 4,013 | $787K |
| Team Hewins, LLC | 0.23% | No change | 4,010 | $787K |
| Code Waechter LLC | 0.47% | Reduce -5.7% | 4,006 | $786K |
| Abound Wealth Management | 0.18% | Add +51.6% | 3,999 | $785K |
| Buska Wealth Management, LLC | 0.31% | Reduce -12.5% | 3,992 | $783K |
| Twin City Private Wealth, LLC | 0.59% | Add +6.0% | 3,984 | $782K |
| Private Management Group Inc. | 0.02% | No change | 3,974 | $780K |
| WPG Advisers, LLC | 0.57% | Add +0.1% | 3,972 | $779K |
| Robinhood Asset Management, LLC | 0.06% | Add +42.4% | 3,966 | $778K |
| Old Second National Bank of Aurora | 0.16% | No change | 3,964 | $778K |
| Cypress Financial Planning LLC | 0.22% | Add +7.5% | 3,952 | $775K |
| Roehl & Yi Investment Advisors, LLC | 0.29% | Add +0.4% | 3,952 | $775K |
| Legacy Private Trust Co. | 0.05% | Add +11.1% | 3,948 | $775K |
| Capital Advisors Inc. | 0.01% | Reduce -1.4% | 3,944 | $774K |
| Synergy Asset Management, LLC | 0.08% | Add +131.2% | 3,937 | $772K |
| Snider Financial Group | 0.23% | Reduce -15.6% | 3,927 | $770K |
| 1900 Wealth Management LLC | 0.05% | No change | 3,919 | $769K |
| Red Door Wealth Management, LLC | 0.08% | Add +0.1% | 3,915 | $768K |
| apricus wealth, LLC | 0.37% | Add +4.0% | 3,912 | $768K |
| CGC Financial Services, LLC | 0.22% | No change | 3,909 | $767K |
| JP Wealth Management, Inc. | 0.52% | No change | 3,900 | $765K |
| TruNorth Capital Management, LLC | 0.15% | Reduce -22.8% | 3,891 | $763K |
| SpringVest Wealth Management LLC | 0.52% | No change | 3,885 | $762K |
| RPG Investment Advisory, LLC | 0.09% | Add +1.1% | 3,882 | $762K |
| Holos Integrated Wealth LLC | 0.38% | Reduce -4.0% | 3,843 | $759K |
| Roxbury Financial LLC | 0.68% | Add +0.4% | 3,867 | $759K |
| Clear Retirement Advice LLC | 0.59% | No change | 3,851 | $756K |
| One Wealth Advisors, LLC | 0.09% | No change | 3,851 | $756K |
| Hidden Cove Wealth Management, LLC | 0.48% | Reduce -1.6% | 3,848 | $755K |
| Veltria Advisors Corp. | 2.50% | Reduce -32.7% | 3,628 | $749K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.09% | Add +22.8% | 3,819 | $749K |
| LMG Wealth Partners, LLC | 0.14% | Reduce -1.0% | 3,816 | $749K |
| Tranquility Partners, LLC | 0.28% | No change | 4,527 | $748K |
| Precedent Wealth Partners, LLC | 0.15% | Reduce -69.6% | 3,793 | $744K |
| Hamilton Point Investment Advisors, LLC | 0.11% | No change | 3,772 | $740K |
| Kavar Capital Partners Group, LLC | 0.09% | Reduce -1.1% | 3,770 | $740K |
| Peoples Bank | 0.45% | Add +143.5% | 3,769 | $739K |
| Cypress Wealth Services, LLC | 0.10% | Reduce -4.0% | 3,768 | $739K |
| Syntegra Private Wealth Group, LLC | 0.07% | Reduce -0.3% | 3,763 | $738K |
| Texas Capital Bank Wealth Management Services Inc | 0.04% | No change | 3,752 | $736K |
| Clearview Wealth Management LLC | 0.52% | — | 3,744 | $735K |
| Olde Wealth Management, LLC | 0.23% | Add +3.8% | 3,731 | $732K |
| Life Planning Partners, Inc | 0.56% | Add +0.0% | 3,726 | $731K |
| DecisionMap Wealth Management, LLC | 0.47% | Reduce -10.0% | 3,715 | $729K |
| Trilogy Capital Inc. | 0.03% | Add +20.3% | 3,706 | $727K |
| Thayer Partners, LLC / MA | 0.35% | Add +0.3% | 3,703 | $727K |
| Jefferies Financial Group Inc. | 0.01% | Add +2.7% | 3,697 | $725K |
| Callan Family Office, LLC | 0.02% | Add +32.6% | 3,696 | $725K |
| Insight Inv LLC | 0.40% | Reduce -8.4% | 3,690 | $724K |
| Portfolio Resources Advisor Group, Inc. | 0.72% | Add +34.1% | 3,678 | $722K |
| Quadrant Private Wealth Management, LLC | 0.11% | Add +144.1% | 3,671 | $720K |
| Fielder Capital Group LLC | 0.16% | No change | 3,665 | $719K |
| Westmount Partners, LLC | 0.18% | Add +0.0% | 3,663 | $719K |
| Kastel Capital Advisors, LLC | 0.44% | No change | 3,754 | $717K |
| Independent Wealth Network Inc. | 0.21% | Add +2.7% | 3,655 | $717K |
| Accelerate Investment Advisors LLC | 0.48% | Reduce -32.4% | 3,638 | $714K |
| Realta Investment Advisors | 0.25% | Reduce -16.4% | 3,626 | $711K |
| Grove Street Fiduciary, LLC | 0.31% | Reduce -8.6% | 3,626 | $711K |
| 180 Wealth Advisors, LLC | 0.08% | Add +1.0% | 3,623 | $711K |
| Townsend Asset Management Corp. /NC/ | 0.26% | Reduce -20.9% | 3,623 | $711K |
| American National Bank & Trust | 0.07% | Reduce -1.0% | 3,622 | $711K |
| ARK & TLK Investments, LLC | 0.19% | No change | 3,609 | $708K |
| Indiana Trust & Investment Management Co | 0.22% | No change | 3,601 | $707K |
| Planned Solutions, Inc. | 0.23% | Reduce -1.3% | 3,592 | $705K |
| Hall Capital Management Co. Inc. | 0.25% | Reduce -2.4% | 3,405 | $704K |
| Axis Wealth Partners, LLC | 0.37% | Add +10.1% | 3,579 | $702K |
| Quartz Partners, LLC | 0.27% | Add +4.0% | 3,561 | $699K |
| Farmers & Merchants Investments Inc. | 0.02% | No change | 3,557 | $698K |
| Dunhill Financial, LLC | 0.16% | Add +65.5% | 3,948 | $697K |
| DB&C Advisors, LLC | 0.91% | Add +0.3% | 3,552 | $697K |
| JT Stratford LLC | 0.09% | Add +5.0% | 3,548 | $696K |
| Retirement Planning Co of New England, Inc. | 0.28% | Add +35.6% | 3,546 | $696K |
| Austin Asset Management Co Inc | 0.12% | Reduce -1.4% | 3,523 | $691K |
| Planning Center, Inc. | 0.07% | Reduce -0.4% | 3,523 | $691K |
| Proffitt & Goodson Inc. | 0.11% | No change | 3,521 | $691K |
| Arlington Financial Advisors, LLC | 0.10% | Reduce -1.4% | 3,520 | $691K |
| Corepath Wealth Partners LLC | 0.47% | No change | 3,419 | $691K |
| Trail Ridge Investment Advisors, LLC | 0.30% | Reduce -11.9% | 3,514 | $689K |
| Pines Wealth Management, LLC | 0.22% | Reduce -1.4% | 3,509 | $688K |
| Bogart Wealth, LLC | 0.03% | Add +5.5% | 3,500 | $687K |
| Snowwater Investment Partners, LLC | 0.65% | No change | 3,500 | $687K |
| Arrow Investment Advisors, LLC | 0.73% | New | 3,495 | $686K |
| Salem Investment Counselors Inc. | 0.02% | Add +0.3% | 3,486 | $684K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Add +2.3% | 3,483 | $683K |
| Envision Financial Planning, LLC | 0.25% | No change | 3,476 | $682K |
| Ranch Capital Advisors Inc. | 0.25% | Reduce -2.8% | 3,475 | $682K |
| TritonPoint Partners, LLC | 0.25% | Reduce -18.4% | 3,473 | $681K |
| Elser Financial Planning, Inc | 0.03% | Add +11.0% | 3,465 | $679K |
| Next Capital Management LLC | 0.21% | Add +13.9% | 3,453 | $677K |
| Catalyst Financial Partners LLC | 0.08% | Reduce -18.4% | 3,452 | $677K |
| Portland Financial Advisors Inc | 1.41% | No change | 3,444 | $676K |
| Shira Ridge Wealth Management | 0.27% | Reduce -1.2% | 3,431 | $673K |
| Allen Capital Group, LLC | 0.06% | Add +0.3% | 3,422 | $671K |
| Hobbs Group Advisors, LLC | 0.20% | Add +65.4% | 3,421 | $671K |
| Summit Global Investments | 0.04% | Add +34.3% | 3,421 | $671K |
| Pacific Sage Partners, LLC | 0.11% | Add +3.5% | 3,419 | $671K |
| Windsor Capital Management, LLC | 0.20% | Add +0.1% | 3,410 | $669K |
| Glen Eagle Advisors, LLC | 0.09% | Add +1.6% | 3,410 | $669K |
| First Pacific Financial | 0.09% | Add +8.9% | 3,409 | $669K |
| Prudential PLC | 0.01% | New | 3,400 | $667K |
| Wealth Dimensions Group, Ltd. | 0.13% | Add +2.0% | 3,399 | $667K |
| Tilson Financial Group, Inc. | 0.20% | Add +0.1% | 3,394 | $666K |
| Samalin Investment Counsel, LLC | 0.24% | Reduce -1.9% | 3,380 | $663K |
| Baldwin Wealth Partners LLC | 0.05% | No change | 3,378 | $663K |
| Clarity Financial LLC | 0.07% | New | 3,370 | $661K |
| Dynamic Financial Group | 0.54% | Add +0.2% | 3,352 | $658K |
| VPR Management LLC | 0.26% | No change | 3,350 | $657K |
| Fiducient Advisors LLC | 0.09% | Add +0.5% | 3,346 | $656K |
| FAS Wealth Partners, Inc. | 0.04% | Reduce -5.1% | 3,342 | $656K |
| EFG International AG | 0.01% | Reduce -7.6% | 3,341 | $656K |
| Plante Moran Financial Advisors, LLC | 0.04% | Reduce -7.9% | 3,340 | $655K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | Reduce -30.9% | 3,253 | $655K |
| Central Valley Advisors, LLC | 0.18% | New | 3,337 | $655K |
| Carl P. Sherr & Co., LLC | 0.31% | Reduce -1.8% | 3,321 | $652K |
| Argentarii, LLC | 0.23% | Add +1.5% | 3,321 | $652K |
| River Street Advisors LLC | 0.22% | Reduce -0.8% | 3,310 | $649K |
| Sage Financial Management Group, Inc. | 0.20% | No change | 3,302 | $648K |
| Altiora Financial Group, LLC | 0.11% | Reduce -6.8% | 3,298 | $647K |
| TrueWealth Advisors, LLC | 0.16% | Reduce -4.6% | 3,297 | $647K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -10.9% | 3,291 | $646K |
| Cornerstone Advisors Asset Management, LLC | 0.10% | Reduce -26.2% | 3,287 | $645K |
| Johnson Financial Group, LLC | 0.04% | Reduce -12.2% | 3,287 | $645K |
| Barnes Wealth Management Group, Inc | 0.33% | Add +5.4% | 3,285 | $645K |
| JMN Financial LLC | 0.63% | Add +4.9% | 3,278 | $643K |
| Tenon Financial LLC | 0.25% | Add +5.5% | 3,277 | $643K |
| DB Fitzpatrick & Co, Inc | 0.55% | Add +9.5% | 3,276 | $643K |
| Busey Bank | 0.02% | Reduce -6.8% | 3,274 | $642K |
| DDD Partners, LLC | 0.04% | Add +0.9% | 3,273 | $642K |
| Petix & Botte Co | 0.29% | Reduce -34.0% | 3,273 | $642K |
| Indie Asset Partners, LLC | 0.73% | Add +14.9% | 3,269 | $641K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -0.5% | 3,262 | $640K |
| GSG Advisors LLC | 0.17% | Add +0.6% | 3,261 | $640K |
| Rockingstone Advisors LLC | 0.29% | Add +3.4% | 3,255 | $639K |
| Accurate Wealth Management, LLC | 0.08% | Reduce -65.5% | 3,167 | $638K |
| IRON Financial LLC | 0.28% | No change | 3,232 | $634K |
| Ullmann Wealth Partners Group, LLC | 0.07% | No change | 3,227 | $633K |
| Yoder Wealth Management, Inc. | 0.29% | No change | 3,218 | $631K |
| Kapstone Financial Advisors LLC | 0.31% | New | 3,208 | $629K |
| Towercrest Capital Management | 0.10% | Add +0.6% | 3,207 | $629K |
| Mackenzie Financial Corp. | 0.00% | Reduce -93.5% | 3,199 | $628K |
| Clarion Wealth Managment Partners, LLC | 0.57% | Add +5.0% | 3,191 | $626K |
| Milestone Asset Management Group, LLC | 0.37% | Add +0.5% | 3,189 | $626K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +3.9% | 3,188 | $626K |
| Stonebridge Financial Planning Group, LLC | 0.23% | Add +8.3% | 3,182 | $624K |
| Cassaday & Co Wealth Management LLC | 0.01% | Add +5.6% | 3,172 | $622K |
| Brady Martz Wealth Solutions, LLC | 0.11% | Add +14.6% | 3,171 | $622K |
| Lynx Investment Advisory | 0.30% | Add +106.6% | 3,151 | $618K |
| PW Advisors, LLC \ FL | 0.46% | Reduce -6.3% | 3,141 | $616K |
| Cathy Pareto & Associates, Inc. | 0.41% | Reduce -0.2% | 3,126 | $613K |
| Peoples Financial Services Corp. | 0.29% | Reduce -0.9% | 3,117 | $612K |
| Waller Financial Planning Group, Inc. | 0.13% | Add +36.5% | 3,101 | $608K |
| Putney Financial Group LLC | 0.61% | Add +6.2% | 3,098 | $608K |
| Northstar Advisory Group, LLC | 0.23% | Reduce -2.6% | 3,092 | $607K |
| Bouchey Financial Group, Ltd. | 0.04% | Reduce -26.3% | 2,978 | $604K |
| Omnia Family Wealth, LLC | 0.19% | Add +16.0% | 3,080 | $604K |
| Henshaw Capital LLC | 0.02% | No change | 3,075 | $603K |
| Mirador Capital Partners LP | 0.09% | Add +4.5% | 3,063 | $601K |
| Coordinated Financial Services, Inc. | 0.35% | Add +0.4% | 3,061 | $601K |
| Wellington Shields Capital Management, LLC | 0.09% | New | 3,058 | $600K |
| Sunbelt Securities, Inc. | 0.04% | Add +2.3% | 3,051 | $599K |
| CM Wealth Advisors LLC | 0.13% | No change | 3,048 | $598K |
| Blue Bell Private Wealth Management, LLC | 0.09% | Reduce -16.2% | 3,039 | $596K |
| Summit Asset Management, LLC | 0.08% | Add +32.8% | 3,022 | $593K |
| L. Roy Papp & Associates, LLP | 0.07% | Reduce -16.0% | 3,018 | $592K |
| Dover Advisors, LLC | 0.24% | Add +4.6% | 3,013 | $591K |
| Cape Investment Advisory, Inc. | 0.20% | Add +11.6% | 3,008 | $590K |
| Legacy Financial Group LLC | 0.07% | Reduce -1.3% | 3,004 | $589K |
| Landaas & Co. /Wi | 0.13% | No change | 3,003 | $589K |
| Chickasaw Capital Management LLC | 0.02% | New | 3,000 | $589K |
| TD Waterhouse Canada Inc. | 0.00% | Add +80.8% | 2,998 | $588K |
| New Republic Capital, LLC | 0.20% | Add +0.3% | 2,999 | $588K |
| SilverOak Wealth Management LLC | 0.09% | No change | 2,994 | $587K |
| Tandem Financial, LLC | 0.20% | New | 2,985 | $586K |
| Encompass Wealth Advisors, LLC | 0.20% | No change | 2,980 | $585K |
| San Luis Wealth Advisors LLC | 0.10% | Reduce -15.7% | 2,975 | $584K |
| Security National Bank of Sioux City Iowa | 0.34% | Add +41.6% | 2,966 | $582K |
| Saxony Capital Management, LLC | 0.34% | Add +3.9% | 2,962 | $581K |
| Meridian Wealth Partners, LLC | 0.08% | Reduce -7.1% | 2,959 | $581K |
| Vantage Point Financial LLC | 0.20% | Reduce -6.5% | 2,958 | $580K |
| Raleigh Capital Management Inc. | 0.20% | Reduce -4.0% | 2,946 | $578K |
| Van Cleef Asset Management,Inc | 0.06% | Add +55.0% | 2,944 | $578K |
| Sierra Ocean, LLC | 0.47% | Add +0.8% | 2,942 | $577K |
| Westside Investment Management, Inc. | 0.09% | Add +154.9% | 2,936 | $577K |
| Colony Family Offices, LLC | 0.14% | No change | 2,936 | $576K |
| Holland Advisory Services, Inc. | 0.77% | Reduce -3.0% | 2,936 | $576K |
| Beacon Capital Management, LLC | 0.10% | Reduce -2.5% | 2,925 | $574K |
| Certuity, LLC | 0.04% | Reduce -17.4% | 2,923 | $574K |
| Financial Gravity Asset Management, Inc. | 0.10% | Add +0.1% | 2,919 | $573K |
| Asset Allocation Strategies LLC | 0.10% | Add +3.7% | 2,913 | $572K |
| Claro Advisors Inc. | 0.07% | Add +96.5% | 2,908 | $570K |
| E6 Portfolios, LLC | 0.59% | Add +12.3% | 2,907 | $570K |
| Spinnaker Trust | 0.03% | No change | 2,907 | $570K |
| National Bank of Canada | 0.00% | Add +25.5% | 2,907 | $570K |
| Madison Wealth Partners, Inc | 0.09% | Add +2.6% | 2,903 | $570K |
| Pennington Partners & Co., LLC | 0.19% | Add +28.9% | 2,901 | $569K |
| ASL Financial, LLC | 0.45% | No change | 2,889 | $567K |
| Annex Advisory Services, LLC | 0.01% | Reduce -1.3% | 2,886 | $566K |
| Peak Planning Group, LLC | 0.16% | Reduce -6.2% | 2,886 | $566K |
| Sanchez Gaunt Capital Management, LLC | 0.35% | — | 2,882 | $565K |
| Talisman Wealth Advisors LLC | 0.46% | Reduce -40.8% | 2,880 | $565K |
| Fiduciary Group, LLC | 0.05% | Reduce -0.8% | 2,875 | $564K |
| Sequent Planning LLC | 0.14% | Add +22.3% | 2,870 | $563K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.09% | Reduce -1.2% | 2,868 | $563K |
| Cambridge Advisors Inc. | 0.11% | No change | 2,850 | $559K |
| Meridian Wealth Advisors, LLC | 0.07% | No change | 2,842 | $558K |
| Blue Chip Partners, LLC | 0.04% | Add +4.9% | 2,837 | $557K |
| Patton Albertson Miller Group, LLC | 0.07% | No change | 2,835 | $556K |
| Total Clarity Wealth Management, Inc. | 0.13% | Reduce -2.0% | 2,830 | $555K |
| Ethic Inc. | 0.01% | New | 2,819 | $553K |
| Continental Investors Services, Inc. | 0.52% | Add +0.0% | 2,654 | $553K |
| Blue Zone Wealth Advisors, LLC | 0.11% | No change | 2,817 | $553K |
| Ballast, Inc. | 0.13% | Reduce -2.4% | 2,811 | $552K |
| Essential Partners LLC | 0.19% | Reduce -1.2% | 2,806 | $550K |
| NorthCoast Asset Management LLC | 0.01% | Add +41.5% | 2,805 | $550K |
| SPWM Advisors LLC | 0.48% | Add +40.1% | 2,636 | $550K |
| Massachusetts Financial Services Co. | 0.00% | Reduce -61.9% | 2,798 | $549K |
| JHP Wealth Management, LLC | 0.52% | Reduce -3.1% | 2,789 | $547K |
| Burney Co./ | 0.02% | Add +3.8% | 2,787 | $547K |
| Traphagen Investment Advisors LLC | 0.04% | Add +4.4% | 2,780 | $545K |
| Polaris Investment Advisors, LLC | 0.40% | No change | 2,779 | $545K |
| Evercore Wealth Management, LLC | 0.01% | No change | 2,773 | $544K |
| McGlone Suttner Wealth Management, Inc. | 0.07% | No change | 2,773 | $544K |
| Synergy Financial Group, LTD | 0.41% | Add +11.3% | 2,763 | $542K |
| Genesis Private Wealth, LLC | 0.17% | Add +2.4% | 2,756 | $541K |
| Miller Financial Services LLC | 0.60% | Add +43.5% | 2,756 | $541K |
| Diversified Management Inc. | 0.09% | New | 2,755 | $541K |
| NCM Capital Management, LLC | 0.19% | No change | 2,752 | $540K |
| Potomac Fund Management Inc. | 0.02% | Reduce -6.8% | 2,739 | $537K |
| First Commonwealth Financial Corp | 0.09% | Reduce -3.8% | 2,738 | $537K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +14.9% | 2,733 | $536K |
| Archer Investment Corp | 0.11% | Reduce -6.0% | 2,724 | $535K |
| ICONIQ Capital, LLC | 0.01% | No change | 2,724 | $535K |
| Rialto Wealth Management, LLC | 0.12% | Add +2.6% | 2,723 | $534K |
| Arthur M. Cohen & Associates, LLC | 0.09% | No change | 2,704 | $532K |
| Cannell & Spears LLC | 0.01% | No change | 2,708 | $531K |
| First National Bank of Mount Dora, Trust Investment Services | 0.11% | No change | 2,708 | $531K |
| Tyche Wealth Partners LLC | 0.08% | Add +8.4% | 2,692 | $528K |
| First Business Financial Services, Inc. | 0.05% | No change | 2,689 | $528K |
| Revolve Wealth Partners, LLC | 0.07% | Reduce -4.5% | 2,688 | $527K |
| Glassman Wealth Services | 0.07% | Add +0.5% | 2,688 | $527K |
| Rothschild Investment LLC | 0.03% | Add +0.2% | 2,687 | $527K |
| Howard Bailey Securities, LLC | 0.22% | Reduce -17.2% | 2,685 | $527K |
| West Financial Advisors, LLC | 0.09% | Add +0.1% | 2,683 | $526K |
| German American Bancorp, Inc. | 0.04% | No change | 2,669 | $524K |
| Capital Developers, LLC | 0.47% | Add +0.1% | 2,664 | $523K |
| Barlow Wealth Partners, LLC | 0.06% | No change | 2,552 | $521K |
| Cherrydale Wealth Management, LLC | 0.16% | No change | 2,656 | $521K |
| Weatherly Asset Management L. P. | 0.04% | No change | 2,653 | $521K |
| Global Trust Asset Management, LLC | 0.20% | Reduce -12.2% | 2,652 | $520K |
| Merrion Investment Management Co, LLC | 0.28% | No change | 2,650 | $520K |
| ZynergyRetirementPlanningLLC | 0.31% | No change | 2,643 | $519K |
| American State Bank (Iowa) | 0.25% | Add +6.1% | 2,639 | $518K |
| Fulton Bank, N.A. | 0.02% | No change | 2,636 | $517K |
| Alliance Wealth Management Group | 0.11% | No change | 2,635 | $517K |
| PKS Advisory Services, LLC | 0.12% | Reduce -4.4% | 2,831 | $516K |
| Financial Planning Navigators CORP | 0.23% | Reduce -0.6% | 2,626 | $515K |
| Miller Capital Partners, Inc. | 0.25% | No change | 2,625 | $515K |
| Highland Financial Advisors, LLC | 0.14% | Reduce -6.2% | 2,622 | $514K |
| Strid Group, LLC | 0.06% | No change | 2,621 | $514K |
| Resolute Wealth Advisor, Inc. | 0.29% | — | 2,613 | $513K |
| Goldstein Advisors, LLC | 0.06% | No change | 2,612 | $512K |
| Romano Brothers and Company | 0.06% | Add +16.1% | 2,610 | $512K |
| Granite Bay Wealth Management, LLC | 0.11% | New | 2,600 | $510K |
| Cladis Investment Advisory, LLC | 0.28% | Reduce -15.8% | 2,600 | $510K |
| Hills Bank & Trust Co | 0.02% | No change | 2,597 | $510K |
| PCG Wealth Advisors, LLC | 0.13% | Add +1.9% | 2,589 | $508K |
| Ariadne Wealth Management, LP | 0.23% | Reduce -9.9% | 2,583 | $507K |
| SG Americas Securities, LLC | 0.00% | New | 2,580 | $506K |
| Harris Associates (Oakmark Funds) | 0.00% | Reduce -87.0% | 2,572 | $505K |
| Turtle Creek Wealth Advisors, LLC | 0.04% | New | 2,567 | $504K |
| Moseley Investment Management Inc. | 0.16% | Reduce -3.3% | 2,566 | $504K |
| United Wealth Management, LLC | 0.13% | No change | 2,566 | $503K |
| Juncture Wealth Strategies, LLC | 0.17% | Add +7.8% | 2,560 | $502K |
| Milestone Asset Management, LLC | 0.09% | Add +13.7% | 2,549 | $500K |
| Brookwood Investment Group LLC | 0.06% | Add +5.6% | 2,545 | $499K |
| Cottage Street Advisors LLC | 0.22% | Reduce -1.6% | 2,544 | $499K |
| Newman Dignan & Sheerar, Inc. | 0.10% | Add +0.3% | 2,535 | $497K |
| Ankerstar Wealth, LLC | 0.52% | Reduce -35.2% | 2,533 | $497K |
| Portland Global Advisors LLC | 0.05% | Reduce -13.7% | 2,525 | $495K |
| Private Advisory Group LLC | 0.03% | Add +66.5% | 2,525 | $495K |
| Tucker Asset Management LLC | 0.15% | Add +86.0% | 2,524 | $495K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Add +91.5% | 2,514 | $493K |
| MKT Advisors LLC | 0.17% | Reduce -0.3% | 2,493 | $493K |
| Financial Insights, Inc. | 0.16% | Reduce -3.6% | 2,505 | $491K |
| Means Investment Co., Inc. | 0.04% | Reduce -18.3% | 2,503 | $491K |
| DiNuzzo Private Wealth, Inc. | 0.05% | No change | 2,493 | $489K |
| Stone House Investment Management, LLC | 0.09% | Add +1.0% | 2,492 | $489K |
| Cidel Asset Management Inc. | 0.03% | No change | 2,475 | $486K |
| Bryant Woods Investment Advisors, LLC | 0.18% | No change | 2,475 | $486K |
| Verus Financial Partners, Inc. | 0.04% | Add +0.0% | 2,392 | $485K |
| Opulen Financial Group LLC | 0.34% | Add +0.2% | 2,467 | $484K |
| Cornerstone Financial Group, LLC | 0.31% | Add +0.3% | 2,344 | $483K |
| Global Wealth Strategies & Associates | 0.12% | Add +2.0% | 2,460 | $483K |
| Osbon Capital Management LLC | 0.39% | Add +237.1% | 2,447 | $480K |
| Oakworth Capital, Inc. | 0.03% | No change | 2,446 | $480K |
| Brooklyn FI, LLC | 0.10% | Add +4.0% | 2,442 | $479K |
| Carr Financial Group Corp | 0.13% | Add +0.3% | 2,438 | $478K |
| Wealth Group Ltd | 0.11% | Reduce -0.2% | 2,438 | $478K |
| Fortis Capital Management LLC | 0.06% | Add +0.1% | 2,432 | $477K |
| Baker Tilly Wealth Management, LLC | 0.12% | Reduce -49.2% | 2,431 | $477K |
| BancFirst Trust & Investment Management | 0.21% | Add +24.3% | 2,462 | $475K |
| Mullooly Asset Management, Inc. | 0.18% | New | 2,421 | $475K |
| Nestegg Advisors, Inc. | 0.42% | Add +0.5% | 2,421 | $475K |
| Prudent Investors Network, Inc. | 0.10% | Add +8.6% | 2,417 | $474K |
| Bailard, Inc. | 0.01% | No change | 2,406 | $472K |
| White Wing Wealth Management | 0.28% | Add +5.1% | 2,403 | $472K |
| Platt Wealth Management LLC | 0.46% | No change | 2,400 | $470K |
| Ironwood Investment Counsel, LLC | 0.07% | Add +0.1% | 2,391 | $469K |
| FSM Wealth Advisors, LLC | 0.06% | Reduce -12.3% | 2,390 | $469K |
| Pinnacle Wealth Planning Services, Inc. | 0.05% | New | 2,382 | $467K |
| Sterling Investment Counsel, LLC | 0.13% | Add +39.8% | 2,372 | $465K |
| Integral Investment Advisors, Inc. | 0.12% | Add +7.5% | 2,364 | $464K |
| Able Wealth Management LLC | 0.12% | Add +0.0% | 2,359 | $463K |
| Rockland Trust Co. | 0.02% | Add +4.9% | 2,356 | $462K |
| Advisory Advocates, LLC | 0.47% | Add +49.0% | 2,355 | $462K |
| FWL Investment Management, LLC | 0.10% | Add +3.2% | 2,350 | $461K |
| FWG Investments, LLC. | 0.29% | Add +0.7% | 2,348 | $461K |
| Headlands Technologies LLC | 0.05% | New | 2,347 | $460K |
| Gibbs Wealth Management | 0.06% | New | 2,312 | $454K |
| Members Wealth LLC | 0.27% | Reduce -3.2% | 2,230 | $452K |
| Signature Equity Partners, LLC | 0.24% | Add +2.3% | 2,303 | $452K |
| Sterling Wealth Management, Inc. | 0.12% | Reduce -0.1% | 2,294 | $450K |
| Trek Financial, LLC | 0.02% | Reduce -25.4% | 2,294 | $450K |
| Solidarity Wealth, LLC | 0.09% | No change | 2,293 | $450K |
| Meridian Financial Partners LLC | 0.17% | Add +116.4% | 2,272 | $449K |
| Highline Wealth Partners LLC | 0.11% | Add +20.0% | 2,283 | $448K |
| Center For Asset Management LLC | 0.22% | Reduce -7.7% | 2,282 | $448K |
| Fidelity D & D Bancorp Inc. | 0.18% | Add +5.1% | 2,269 | $445K |
| Endeavor Private Wealth, Inc. | 0.13% | No change | 2,263 | $444K |
| Horizon Wealth Management, LLC | 0.07% | No change | 2,260 | $443K |
| Sachem Hill LLC | 0.09% | Add +0.0% | 2,250 | $441K |
| Cane Capital Partners, LLC | 0.19% | Add +1.8% | 2,248 | $441K |
| Christine Messmer PC | 0.28% | Add +0.6% | 2,242 | $440K |
| Sentinel Advisory Group, LLC | 0.21% | — | 2,241 | $440K |
| Pioneer Family Office, LLC | 0.31% | No change | 2,237 | $439K |
| Traynor Capital Management, Inc. | 0.03% | Add +47.4% | 2,272 | $438K |
| Orion Capital Management LLC | 0.15% | Add +34.3% | 2,234 | $438K |
| Client 1ST Advisory Group, LLC | 0.13% | No change | 2,234 | $438K |
| Safeguard Investment Advisory Group, LLC | 0.12% | Reduce -19.1% | 2,229 | $437K |
| Parr McKnight Wealth Management Group, LLC | 0.06% | New | 2,221 | $436K |
| High Point Wealth Management, LLC | 0.43% | Reduce -3.8% | 2,218 | $435K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -1.6% | 2,216 | $435K |
| jvl associates llc | 0.15% | No change | 2,213 | $434K |
| TCP Asset Management, LLC | 0.06% | Reduce -4.6% | 2,208 | $433K |
| Note Advisors, LLC | 0.22% | No change | 2,205 | $433K |
| Armstrong Advisory Group, Inc. | 0.03% | Reduce -1.5% | 2,204 | $432K |
| Patten & Patten Inc. | 0.03% | No change | 2,204 | $432K |
| Investment Management Trust, LLC | 0.42% | — | 2,189 | $429K |
| Croban | 0.20% | No change | 2,187 | $429K |
| Kingsman Wealth Management, Inc. | 0.24% | Add +0.6% | 2,185 | $429K |
| Parcion Private Wealth LLC | 0.03% | New | 2,182 | $428K |
| Capital World Investors | 0.00% | Reduce -68.8% | 2,211 | $427K |
| Pursue Wealth Partners LLC | 0.25% | Add +50.1% | 2,171 | $426K |
| Capstone Financial Advisors, Inc. | 0.02% | Reduce -2.4% | 2,168 | $425K |
| Wealth Quarterback LLC | 0.17% | Add +0.4% | 2,152 | $422K |
| ARS Wealth Advisors Group, LLC | 0.04% | Reduce -4.0% | 2,147 | $421K |
| KCM Investment Advisors LLC | 0.01% | Add +72.2% | 2,139 | $420K |
| Red Reef Advisors LLC | 0.44% | Add +0.4% | 2,138 | $419K |
| Commerce Advisors, LLC | 0.35% | — | 2,134 | $419K |
| Pictet North America Advisors SA | 0.04% | No change | 2,133 | $418K |
| MKD Wealth Coaches, LLC | 0.41% | No change | 2,131 | $418K |
| Lloyd Advisory Services, LLC. | 0.12% | Add +1752.2% | 2,130 | $418K |
| Kingdom Financial Group LLC. | 0.12% | Add +10.4% | 2,130 | $418K |
| Farmers National Bank | 0.09% | No change | 2,118 | $416K |
| Comprehensive Money Management Services LLC | 0.27% | Reduce -2.3% | 2,105 | $413K |
| Elevation Wealth Management LLC | 0.38% | Add +4.5% | 2,095 | $411K |
| Altfest L J & Co. Inc. | 0.04% | Add +16.4% | 2,092 | $411K |
| Lionshead Wealth Management, LLC | 0.30% | Reduce -3.0% | 2,092 | $410K |
| Canandaigua National Corp. | 0.04% | — | 2,090 | $410K |
| Strategic Planning Group, LLC | 0.06% | Reduce -1.0% | 2,089 | $410K |
| Atlanta Consulting Group Advisors, LLC | 0.09% | No change | 2,086 | $409K |
| Robinson Smith Wealth Advisors LLC | 0.28% | Reduce -6.5% | 2,081 | $408K |
| Canal Capital Management, LLC | 0.06% | Add +17.9% | 2,080 | $408K |
| Tompkins Financial Corp. | 0.03% | Add +21.3% | 2,077 | $408K |
| Revisor Wealth Management LLC | 0.11% | Add +28.5% | 2,074 | $407K |
| Capital International Investors | 0.00% | Reduce -68.5% | 2,105 | $406K |
| Scott & Selber, Inc. | 0.10% | Reduce -0.2% | 2,070 | $406K |
| Christensen, King & Associates Investment Services, Inc. | 0.17% | Add +0.1% | 2,070 | $406K |
| J.M. Arbour, LLC | 0.39% | Add +14.3% | 2,067 | $406K |
| O'ROURKE & COMPANY, Inc | 0.16% | Reduce -9.1% | 2,067 | $406K |
| Applied Capital LLC | 0.15% | No change | 2,062 | $404K |
| Ewa, LLC | 0.09% | Add +0.3% | 2,061 | $404K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -1.8% | 2,061 | $404K |
| TRB Wealth Management, LLC | 0.06% | — | 2,057 | $404K |
| Cambiar Investors LLC | 0.02% | Reduce -77.5% | 2,056 | $403K |
| Thor Investment Management Inc. /Oh/ | 0.21% | No change | 2,035 | $399K |
| Motive Wealth Advisors | 0.19% | No change | 2,030 | $398K |
| Mason & Associates, LLC | 0.09% | Reduce -2.2% | 2,028 | $398K |
| Integrated Capital Management, LLC | 0.17% | Reduce -4.7% | 2,023 | $397K |
| Bangor Savings Bank | 0.03% | Reduce -4.0% | 2,023 | $397K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -2.4% | 2,013 | $397K |
| Breachway Investments LLC | 0.38% | Add +0.1% | 2,015 | $396K |
| Eastern Bank | 0.01% | Add +39.4% | 2,019 | $396K |
| Chapin Davis, Inc. | 0.09% | Add +0.1% | 2,018 | $396K |
| Atticus Wealth Management, LLC | 0.11% | Reduce -60.6% | 2,014 | $395K |
| Foundry Financial LLC | 0.17% | Reduce -4.0% | 2,010 | $394K |
| Stablepoint Partners, LLC | 0.06% | Reduce -1.8% | 2,010 | $394K |
| Fusion Family Wealth, LLC | 0.03% | No change | 2,008 | $394K |
| Wellington Grp LLC | 0.12% | Add +24.7% | 2,007 | $394K |
| 1607 Capital Partners, LLC | 0.03% | New | 2,000 | $392K |
| Virtue Asset Management LLC | 0.32% | Add +3.9% | 1,995 | $391K |
| S.A. Mason LLC | 0.15% | No change | 1,978 | $388K |
| Sanchez Levi Garrett | 0.24% | — | 1,970 | $386K |
| HT Partners LLC | 0.12% | No change | 1,968 | $386K |
| ARS Investment Partners, LLC | 0.02% | Reduce -8.9% | 1,967 | $386K |
| Equita Financial Network, Inc. | 0.12% | Reduce -18.9% | 1,967 | $386K |
| Sfmg, LLC | 0.03% | Add +3.2% | 1,961 | $385K |
| Denver PWM, LLC | 0.13% | No change | 1,855 | $384K |
| Trace Wealth Advisors, LLC | 0.29% | No change | 1,950 | $383K |
| SK Wealth Management, LLC | 0.11% | Add +15.6% | 1,932 | $382K |
| Redhawk Wealth Advisors, Inc. | 0.04% | Reduce -3.3% | 1,944 | $381K |
| Secure Asset Management, LLC | 0.06% | Add +52.4% | 1,941 | $381K |
| Murphy & Mullick Capital Management Corp | 0.28% | Reduce -3.7% | 1,937 | $380K |
| Northcape Wealth Management, LLC | 0.10% | Reduce -23.5% | 1,935 | $380K |
| Montis Financial, LLC | 0.08% | New | 1,935 | $380K |
| Vident Advisory, LLC | 0.00% | Add +4.8% | 1,932 | $379K |
| Essential Planning, LLC. | 0.12% | No change | 1,931 | $379K |
| Sterling Investment Advisors, Ltd. | 0.07% | Add +0.2% | 1,922 | $377K |
| Appleton Partners Inc. | 0.03% | Reduce -1.9% | 1,920 | $377K |
| Ascent Advisors, LLC | 0.69% | — | 1,920 | $377K |
| Capital Investment Services of America, Inc. | 0.04% | No change | 1,912 | $375K |
| Boreal Capital Management LLC | 0.36% | No change | 1,910 | $375K |
| Wealth Care LLC | 0.33% | — | 1,907 | $374K |
| Main Street Group, LTD | 0.12% | Add +13.9% | 1,906 | $374K |
| Fairview Capital Investment Management, LLC | 0.02% | Reduce -6.2% | 1,903 | $373K |
| Tanager Wealth Management LLP | 0.04% | New | 1,900 | $373K |
| Tactive Advisors, LLC | 0.11% | Add +2.4% | 1,899 | $373K |
| Marion Wealth Management | 0.08% | No change | 1,898 | $372K |
| City Center Advisors, LLC | 0.34% | Add +2.9% | 1,894 | $372K |
| EnRich Financial Partners LLC | 0.10% | No change | 1,892 | $371K |
| SVB Wealth LLC | 0.02% | Reduce -33.5% | 1,892 | $371K |
| Fortress Financial Group, LLC | 0.27% | Add +0.1% | 1,890 | $371K |
| Farrell Financial LLC | 0.22% | Add +48.1% | 1,890 | $371K |
| Centurion Wealth Management LLC | 0.08% | Add +5.2% | 1,887 | $370K |
| Wrapmanager Inc. | 0.13% | Reduce -34.4% | 1,883 | $369K |
| Mosaic Financial Group, LLC | 0.26% | No change | 1,871 | $367K |
| Old Port Advisors | 0.08% | New | 1,868 | $367K |
| Heritage Trust Co | 0.04% | Add +4.8% | 1,868 | $367K |
| Sage Investment Counsel LLC | 0.41% | Add +14.5% | 1,867 | $366K |
| McNamara Financial Services, Inc. | 0.07% | Reduce -1.4% | 1,866 | $366K |
| Maia Wealth LLC | 0.06% | Reduce -14.4% | 1,866 | $366K |
| Cedar Point Capital Partners, LLC | 0.24% | Add +10.6% | 1,862 | $365K |
| Motco | 0.03% | No change | 1,862 | $365K |
| Wharton Business Group, LLC | 0.01% | No change | 1,858 | $365K |
| Optivise Advisory Services LLC | 0.22% | Add +4.3% | 1,853 | $364K |
| Wisconsin Wealth Advisors, LLC | 0.36% | Add +10.2% | 1,851 | $363K |
| Abacus Wealth Partners, LLC | 0.03% | New | 1,846 | $362K |
| Collaborative Wealth Managment Inc. | 0.17% | Reduce -45.1% | 1,843 | $362K |
| Rhodes Investment Advisors Inc. | 0.31% | Add +34.3% | 1,840 | $361K |
| Cascade Investment Group, Inc. | 0.24% | Reduce -0.5% | 1,838 | $361K |
| BetterWealth, LLC | 0.07% | Add +6.4% | 1,838 | $361K |
| Towneley Capital Management, Inc / DE | 0.08% | Add +0.6% | 1,836 | $360K |
| FRG Family Wealth Advisors LLC | 0.06% | No change | 1,835 | $360K |
| First Hawaiian Bank | 0.05% | No change | 1,835 | $360K |
| Rowlandmiller & Partners.adv | 0.07% | No change | 1,833 | $360K |
| Naples Global Advisors, LLC | 0.03% | Add +7.0% | 1,831 | $359K |
| truNorth Financial Services, Inc. | 0.37% | Reduce -1.9% | 1,824 | $358K |
| Drake & Associates, LLC | 0.07% | Reduce -25.4% | 1,824 | $358K |
| Aerodigm Wealth, LLC | 0.13% | Add +0.6% | 1,823 | $358K |
| Aspen Investment Management Inc | 0.11% | Add +0.8% | 1,820 | $357K |
| Arrowroot Family Office, LLC | 0.12% | Reduce -8.9% | 1,804 | $354K |
| Rare Wolf Capital LLC | 0.23% | No change | 1,800 | $353K |
| RVW Wealth, LLC | 0.03% | Add +10.5% | 1,796 | $352K |
| Mach-1 Financial Group, LLC | 0.12% | Reduce -15.1% | 1,793 | $352K |
| Define Financial, LLC | 0.19% | Add +7.4% | 1,791 | $351K |
| Beverly Hills Private Wealth, LLC | 0.06% | Add +20.2% | 1,788 | $351K |
| Gradient Investments LLC | 0.01% | Add +2.2% | 1,784 | $350K |
| MBL Wealth, LLC | 0.03% | No change | 1,781 | $349K |
| Monetary Management Group Inc. | 0.08% | Add +270.8% | 1,780 | $349K |
| First National Bank & Trust Co. of Newtown | 0.08% | New | 1,779 | $349K |
| Innova Wealth Partners | 0.17% | Add +10.5% | 1,775 | $348K |
| PSI Advisors, LLC | 0.08% | New | 1,774 | $348K |
| Cornerstone Planning, LLC | 0.08% | Add +24.1% | 1,774 | $348K |
| Cooper Financial Group | 0.04% | Reduce -24.8% | 1,763 | $346K |
| Community Financial Services Group, LLC | 0.06% | Add +24.0% | 1,757 | $346K |
| New Perspectives, Inc | 0.12% | No change | 1,761 | $346K |
| Farnam Financial LLC | 0.28% | Add +20.6% | 1,760 | $345K |
| Hanson & Doremus Investment Management | 0.04% | Reduce -0.8% | 1,760 | $345K |
| Guidance Capital, Inc. | 0.08% | Reduce -1.8% | 1,668 | $345K |
| Arkos Global Advisors | 0.04% | Reduce -5.7% | 1,755 | $344K |
| Kelly Financial Services LLC | 0.08% | Reduce -15.7% | 1,751 | $344K |
| Colonial River Investments, LLC | 0.12% | Reduce -11.5% | 1,747 | $343K |
| Huntington National Bank | 0.00% | New | 1,739 | $341K |
| TSG Advice Partners, LLC | 0.05% | Reduce -3.4% | 1,738 | $341K |
| Beirne Wealth Consulting Services, LLC | 0.10% | No change | 1,737 | $341K |
| Nemes Rush Group LLC | 0.03% | Add +33.2% | 1,737 | $341K |
| Prudent Man Investment Management, Inc. | 0.11% | No change | 1,780 | $340K |
| Smith Salley Wealth Management | 0.02% | Reduce -13.1% | 1,729 | $339K |
| MidFirst Bank | 0.03% | Reduce -39.1% | 1,729 | $339K |
| Wagner Wealth Management, LLC | 0.07% | Add +0.3% | 1,724 | $338K |
| Guardian Wealth Management, Inc. | 0.18% | Reduce -97.3% | 1,720 | $338K |
| IAG Wealth Partners, LLC | 0.04% | Reduce -11.6% | 1,717 | $337K |
| Eagle Harbor Asset Management Inc. | 0.29% | Add +0.1% | 1,712 | $336K |
| Fragasso Financial Advisors Inc | 0.02% | Add +46.3% | 1,697 | $336K |
| KWB Wealth | 0.03% | No change | 1,756 | $335K |
| Legacy Financial Strategies, LLC | 0.06% | Reduce -5.8% | 1,707 | $335K |
| Capital Advantage, Inc. | 0.04% | Reduce -0.9% | 1,706 | $335K |
| Lantz Financial LLC | 0.07% | Add +17.8% | 1,706 | $335K |
| ABLE Financial Group, LLC | 0.07% | Reduce -4.5% | 1,704 | $334K |
| Seelaus Asset Management LLC | 0.24% | Reduce -1.4% | 1,702 | $334K |
| FSB Premier Wealth Management, Inc. | 0.10% | New | 1,700 | $334K |
| Triumph Capital Management | 0.07% | Add +54.2% | 1,696 | $333K |
| Peddock Capital Advisors, LLC | 0.07% | No change | 1,695 | $333K |
| Franklin Street Advisors Inc. | 0.02% | Reduce -16.4% | 1,691 | $332K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | No change | 1,690 | $332K |
| Westover Capital Advisors, LLC | 0.06% | New | 1,684 | $330K |
| Ellenbecker Investment Group | 0.04% | Add +40.0% | 1,678 | $329K |
| Tarbox Family Office, Inc. | 0.05% | No change | 1,678 | $329K |
| Benchmark Financial Wealth Advisors, LLC | 0.09% | Add +0.1% | 1,677 | $329K |
| Innovative Wealth Building LLC | 0.23% | Add +35.7% | 1,672 | $328K |
| Atlatl Advisers LLC | 0.24% | New | 1,671 | $328K |
| Prasad Wealth Partners, LLC | 0.09% | Add +0.4% | 1,671 | $328K |
| Greenfield Savings Bank | 0.14% | Reduce -2.3% | 1,668 | $327K |
| Novus Advisors, LLC | 0.73% | Add +52.6% | 1,665 | $327K |
| NFSG Corp | 0.05% | Reduce -2.5% | 1,662 | $326K |
| Telos Capital Management, Inc. | 0.03% | Reduce -24.3% | 1,661 | $326K |
| Torrey-Payne Wealth Management, LLC | 0.30% | Reduce -8.3% | 1,658 | $325K |
| Anderson Hoagland & Co. | 0.03% | No change | 1,657 | $325K |
| Wrenne Financial Planning LLC | 0.13% | No change | 1,643 | $322K |
| Vestia Personal Wealth Advisors | 0.15% | Add +0.5% | 1,637 | $321K |
| LMCG Investments, LLC | 0.02% | Add +7.4% | 1,628 | $319K |
| COFG Advisors, LLC | 0.08% | Add +0.6% | 1,625 | $319K |
| Verde Capital Management | 0.07% | New | 1,623 | $318K |
| 6th Street Advisors, LLC | 0.20% | — | 1,620 | $318K |
| Bank of New Hampshire | 0.07% | Reduce -4.4% | 1,618 | $317K |
| Occidental Asset Management, LLC | 0.04% | Add +51.1% | 1,612 | $316K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -0.9% | 1,612 | $316K |
| Family Capital Management, Inc. | 0.14% | No change | 1,611 | $316K |
| W1M Asset Management Ltd | 0.00% | Reduce -57.1% | 1,606 | $315K |
| PYA Waltman Capital, LLC | 0.09% | Reduce -3.1% | 1,605 | $315K |
| S. R. Schill & Associates | 0.21% | No change | 1,600 | $314K |
| BigSur Wealth Management LLC | 0.09% | No change | 1,600 | $314K |
| Leading Edge Financial Planning LLC | 0.07% | Reduce -44.6% | 1,598 | $314K |
| Columbia Bank | 0.09% | Add +10.8% | 1,595 | $313K |
| Atala Financial Inc | 0.21% | Add +1.2% | 1,592 | $312K |
| Haven Private, LLC | 0.14% | Reduce -21.6% | 1,592 | $312K |
| Wealth Advisors of Iowa, LLC | 0.10% | No change | 1,590 | $312K |
| True North Advisors, LLC | 0.04% | No change | 1,587 | $311K |
| Rubicon Advisors, GP | 0.28% | Add +8.6% | 1,587 | $311K |
| Pullen Investment Management, LLC | 0.16% | No change | 1,583 | $311K |
| Eagle Rock Investment Company, LLC | 0.05% | No change | 1,583 | $310K |
| BDFS Capital LLC | 0.15% | Add +9.4% | 1,581 | $310K |
| Strategic Financial Services, Inc. | 0.01% | New | 1,581 | $310K |
| MPS Loria Financial Planners, LLC | 0.08% | Reduce -0.6% | 1,580 | $310K |
| Marshall & Sterling Wealth Advisors Inc. | 0.20% | Add +54.0% | 1,578 | $310K |
| Morton Capital Management LLC | 0.05% | No change | 1,575 | $309K |
| McDonald Partners LLC | 0.07% | No change | 1,573 | $309K |
| Semus Wealth Partners LLC | 0.17% | Reduce -0.5% | 1,570 | $308K |
| Opal Wealth Advisors, LLC | 0.07% | Add +24.4% | 1,568 | $308K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -63.9% | 1,568 | $308K |
| Foronjy Financial LLC | 0.13% | Add +0.1% | 1,565 | $307K |
| JNBA Financial Advisors | 0.03% | Reduce -6.1% | 1,564 | $307K |
| BAM Wealth Management, LLC | 0.23% | Reduce -1.5% | 1,563 | $307K |
| Eldridge Investment Advisors, Inc. | 0.07% | No change | 1,558 | $306K |
| LCW Services, LLC | 0.15% | Add +34.0% | 1,557 | $305K |
| Afg Fiduciary Services Limited Partnership | 0.18% | New | 1,543 | $305K |
| Cascade Investment Advisors, Inc. | 0.18% | Add +4.5% | 1,551 | $304K |
| Traction Financial Partners, LLC | 0.19% | No change | 1,549 | $304K |
| Brandes Investment Partners, LP | 0.00% | Reduce -94.2% | 1,547 | $304K |
| Unified Investment Management | 0.31% | No change | 1,546 | $303K |
| Sunpointe, LLC | 0.10% | No change | 1,541 | $302K |
| Straight Path Wealth Management | 0.08% | No change | 1,540 | $302K |
| BankPlus Trust Department | 0.08% | No change | 1,533 | $301K |
| Fairvoy Private Wealth, LLC | 0.07% | Reduce -30.5% | 1,533 | $301K |
| Meridian Investment Counsel Inc. | 0.07% | No change | 1,532 | $301K |
| Compass Financial Group, Inc. | 0.14% | No change | 1,529 | $300K |
| PTM Wealth Management, LLC | 0.16% | Add +0.6% | 1,514 | $299K |
| FourThought Financial Partners, LLC | 0.03% | No change | 1,522 | $299K |
| Ceera Investments, LLC | 0.13% | No change | 1,520 | $298K |
| SimpliFi, Inc. | 0.12% | Reduce -3.3% | 1,515 | $297K |
| Laurel Wealth Advisors LLC | 0.03% | Reduce -34.4% | 1,431 | $296K |
| Financial Solutions Advisory Group, Inc. | 0.04% | — | 1,510 | $296K |
| IFG Advisors, LLC | 0.05% | Reduce -4.4% | 1,505 | $295K |
| Resolute Wealth Strategies, LLC | 0.13% | Add +0.3% | 1,502 | $295K |
| Hemenway Trust Co LLC | 0.02% | No change | 1,500 | $294K |
| OMNI 360 Wealth, Inc. | 0.15% | Add +0.1% | 1,500 | $294K |
| DHJJ Financial Advisors, Ltd. | 0.10% | Add +20.7% | 1,499 | $294K |
| Prevail Innovative Wealth Advisors, LLC | 0.05% | No change | 1,499 | $294K |
| Security National Bank | 0.04% | No change | 1,497 | $294K |
| Marathon Wealth Advisors LLC | 0.12% | Add +19.4% | 1,496 | $293K |
| Cpwa, LLC | 0.35% | — | 1,408 | $293K |
| Apriem Advisors | 0.03% | No change | 1,492 | $293K |
| Ledyard National Bank | 0.03% | No change | 1,492 | $293K |
| 5T Wealth, LLC | 0.11% | No change | 1,477 | $290K |
| Stonebridge Capital Advisors LLC | 0.02% | Add +11.6% | 1,477 | $290K |
| Fortune Financial Advisors, LLC | 0.15% | New | 1,473 | $289K |
| Stockman Wealth Management, Inc. | 0.03% | Reduce -16.4% | 1,470 | $288K |
| Oak Asset Management, LLC | 0.10% | Add +25.7% | 1,467 | $288K |
| Perissos Private Wealth Management, LLC | 0.25% | No change | 1,466 | $288K |
| TD Asset Management Inc | 0.00% | No change | 1,466 | $288K |
| Sherman Wealth Management LLC | 0.25% | Add +0.6% | 1,457 | $286K |
| Aviance Capital Partners, LLC | 0.03% | Add +2.5% | 1,457 | $286K |
| Aurora Private Wealth, Inc. | 0.20% | No change | 1,487 | $284K |
| RAM Investment Partners, LLC | 0.05% | Add +0.2% | 1,442 | $283K |
| Versant Capital Management, Inc | 0.03% | Add +8.2% | 1,442 | $283K |
| Novare Capital Management LLC | 0.02% | No change | 1,440 | $283K |
| Clear Harbor Asset Management, LLC | 0.02% | Add +18.5% | 1,436 | $282K |
| First Nebraska Trust Co | 0.03% | No change | 1,434 | $281K |
| Formidable Asset Management, LLC | 0.04% | Add +0.6% | 1,472 | $281K |
| Slagle Financial, LLC | 0.09% | Add +1.4% | 1,431 | $281K |
| Allianz SE | 0.00% | Add +8.0% | 1,430 | $281K |
| RHS Financial, LLC | 0.13% | Add +2.9% | 1,427 | $280K |
| Hamilton Wealth, LLC | 0.05% | Reduce -2.1% | 1,423 | $279K |
| Evolution Wealth Management Inc. | 0.20% | Add +0.4% | 1,419 | $278K |
| Boyce & Associates Wealth Consulting, Inc. | 0.21% | Reduce -1.1% | 1,409 | $277K |
| Great Waters Wealth Management | 0.03% | Add +0.1% | 1,406 | $276K |
| Colton Groome Financial Advisors, LLC | 0.08% | Reduce -4.4% | 1,405 | $276K |
| Gen-Wealth Partners Inc | 0.09% | Add +0.3% | 1,400 | $275K |
| L & S Advisors Inc | 0.03% | No change | 1,395 | $274K |
| Lakeridge Wealth Management LLC | 0.12% | Reduce -1.5% | 1,393 | $273K |
| Private Wealth Management Group, LLC | 0.07% | Reduce -25.8% | 1,387 | $272K |
| Manske Wealth Management | 0.08% | No change | 1,386 | $272K |
| First Interstate Bank | 0.02% | Reduce -6.1% | 1,384 | $272K |
| Midwest Financial Network, LLC | 0.22% | New | 1,384 | $272K |
| Cahaba Wealth Management, Inc. | 0.02% | Add +0.1% | 1,382 | $271K |
| Winch Advisory Services, LLC | 0.06% | Add +5.0% | 1,378 | $270K |
| TCTC Holdings, LLC | 0.01% | Add +16.0% | 1,378 | $270K |
| Elevation Advisory Partners LLC | 0.25% | — | 1,363 | $270K |
| Pitcairn Wealth Advisors LLC | 0.02% | Reduce -0.1% | 1,413 | $270K |
| Stewardship Advisors, LLC | 0.06% | New | 1,374 | $269K |
| Gilbert & Cook, Inc. | 0.03% | No change | 1,372 | $269K |
| Roble, Belko & Company, Inc | 0.03% | No change | 1,371 | $269K |
| South Plains Financial, Inc. | 0.16% | Add +35.5% | 1,368 | $268K |
| Basso Capital Management, L.P. | 0.16% | Add +18.3% | 1,366 | $268K |
| Marco Investment Management LLC | 0.02% | No change | 1,364 | $268K |
| Heritage Oak Wealth Advisors LLC | 0.08% | Add +14.4% | 1,362 | $267K |
| Diversify Advisory Services, LLC | 0.04% | Reduce -91.9% | 1,309 | $266K |
| Navis Wealth Advisors, LLC | 0.14% | Reduce -76.0% | 1,358 | $266K |
| Seven Mile Advisory | 0.19% | Reduce -98.8% | 1,353 | $265K |
| Excalibur Management Corp. | 0.10% | No change | 1,352 | $265K |
| Amarillo National Bank | 0.05% | New | 1,343 | $263K |
| Carnegie Lake Advisors LLC | 0.11% | Reduce -15.7% | 1,343 | $263K |
| WealthTrust Axiom LLC | 0.06% | No change | 1,342 | $263K |
| JDM Financial Group LLC | 0.10% | No change | 1,341 | $263K |
| Sage Capital Advisors,llc | 0.06% | Reduce -1.6% | 1,340 | $263K |
| Kure Advisory, LLC | 0.14% | No change | 1,339 | $263K |
| Welch Group, LLC | 0.01% | No change | 1,336 | $262K |
| JSF Financial, LLC | 0.05% | Reduce -0.4% | 1,332 | $261K |
| Vista Investment Management | 0.09% | Reduce -1.0% | 1,331 | $261K |
| Fiduciary Financial Advisors | 0.23% | — | 1,330 | $261K |
| Go Invest LLC | 0.07% | Add +0.7% | 1,323 | $260K |
| Peterson Wealth Services | 0.06% | No change | 1,321 | $259K |
| Independence Wealth Advisors, LLC | 0.14% | No change | 1,319 | $259K |
| Three Magnolias Financial Advisors, LLC | 0.16% | Reduce -39.1% | 1,318 | $259K |
| Forefront Analytics, LLC | 0.24% | Reduce -62.0% | 1,317 | $258K |
| St. Clair Advisors, LLC | 0.07% | No change | 1,316 | $258K |
| Atlas Wealth LLC | 0.10% | Reduce -16.2% | 1,312 | $257K |
| Holderness Investments Co. | 0.05% | No change | 1,312 | $257K |
| Park National Corp. | 0.01% | Reduce -13.6% | 1,312 | $257K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.07% | Reduce -50.4% | 1,310 | $257K |
| Grand Central Investment Group | 0.19% | No change | 1,299 | $255K |
| Whittier Trust Co. | 0.00% | No change | 1,288 | $255K |
| Quent Capital, LLC | 0.02% | Add +32.7% | 1,298 | $255K |
| Philadelphia Trust Co. | 0.02% | No change | 1,297 | $254K |
| Sargent Investment Group, LLC | 0.03% | New | 1,292 | $253K |
| Sonata Capital Group Inc. | 0.09% | Add +0.1% | 1,290 | $253K |
| Hazlett, Burt & Watson, Inc. | 0.08% | Add +5.7% | 1,289 | $253K |
| Goelzer Investment Management, Inc. | 0.01% | New | 1,289 | $253K |
| CVFG LLC | 0.03% | New | 1,287 | $252K |
| Palisades Hudson Asset Management, L.P. | 0.10% | New | 1,282 | $252K |
| Red Lighthouse Investment Management, LLC | 0.09% | No change | 1,284 | $252K |
| Ignite Planners, LLC | 0.04% | Reduce -1.6% | 1,280 | $251K |
| Maltin Wealth Management, Inc. | 0.10% | Add +1.2% | 1,280 | $251K |
| JTC Employer Solutions Trustee Ltd | 0.02% | No change | 1,280 | $251K |
| Harfst & Associates, Inc. | 0.04% | No change | 1,278 | $251K |
| Smith Thornton Advisors LLC | 0.13% | No change | 1,276 | $250K |
| Curry Webb Wealth Management LLC | 0.12% | Reduce -10.8% | 1,275 | $250K |
| Financial Futures Ltd Liability Co. | 0.11% | Reduce -4.8% | 1,274 | $250K |
| Kassira Wealth Management LLC | 0.23% | No change | 1,270 | $249K |
| Resolute Advisors LLC | 0.10% | Add +0.6% | 1,270 | $249K |
| Bfsg, LLC | 0.02% | Add +51.0% | 1,270 | $249K |
| Capital Investment Counsel, Inc | 0.03% | No change | 1,267 | $249K |
| M.E. Allison & Co., Inc. | 0.16% | No change | 1,266 | $248K |
| Redmond Asset Management, LLC | 0.07% | No change | 1,262 | $248K |
| Retirement Solution LLC | 0.06% | New | 1,261 | $247K |
| Sage Investment Advisers LLC | 0.18% | New | 1,255 | $247K |
| Sterling Investment Management, LLC | 0.15% | New | 1,256 | $246K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.06% | No change | 1,254 | $246K |
| PlanVest Financial, Inc | 0.19% | — | 1,253 | $246K |
| MorganRosel Wealth Management, LLC | 0.10% | No change | 1,252 | $246K |
| Core Wealth Management, Inc. | 0.08% | No change | 1,252 | $246K |
| Duncker Streett & Co. Inc. | 0.05% | Reduce -3.1% | 1,250 | $245K |
| Pettyjohn, Wood & White, Inc. | 0.04% | Add +0.5% | 1,246 | $244K |
| Norris Perne & French LLP | 0.01% | Add +1.7% | 1,245 | $244K |
| D.B. Root & Company, LLC | 0.06% | New | 1,243 | $244K |
| Hardin Capital Partners, LLC | 0.11% | New | 1,242 | $244K |
| Rebalance, LLC | 0.01% | No change | 1,237 | $243K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Add +0.8% | 1,236 | $242K |
| Barton Investment Management | 0.03% | No change | 1,235 | $242K |
| HRC Wealth Management, LLC | 0.11% | New | 1,229 | $241K |
| Opes Wealth Management LLC | 0.04% | No change | 1,228 | $241K |
| HHM Wealth Advisors, LLC | 0.03% | Reduce -44.5% | 1,227 | $241K |
| Mascagni Wealth Management, Inc. | 0.17% | New | 1,221 | $239K |
| Cultivar Capital, Inc. | 0.15% | No change | 1,220 | $239K |
| Riverbridge Partners LLC | 0.01% | New | 1,219 | $239K |
| Old Peak Finance LLC | 0.14% | Add +0.2% | 1,216 | $239K |
| Searle & Co. | 0.06% | New | 1,216 | $239K |
| Austin Wealth Management, LLC | 0.05% | Reduce -82.0% | 1,202 | $238K |
| Laurel Wealth Planning LLC | 0.13% | No change | 1,210 | $237K |
| Carson Advisory Inc. | 0.12% | No change | 1,209 | $237K |
| Crux Wealth Advisors | 0.09% | Add +0.5% | 1,208 | $237K |
| Shoker Investment Counsel, Inc. | 0.07% | No change | 1,208 | $237K |
| Northside Capital Management, LLC | 0.02% | No change | 1,200 | $235K |
| Satovsky Asset Management LLC | 0.04% | Reduce -7.3% | 1,200 | $235K |
| Millstone Evans Group, LLC | 0.14% | No change | 1,199 | $235K |
| Signature Resources Capital Management, LLC | 0.11% | Add +0.7% | 1,197 | $235K |
| Carmel Capital Partners, LLC | 0.08% | New | 1,194 | $234K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.02% | Add +0.3% | 1,192 | $234K |
| QTR Family Wealth, LLC | 0.10% | Add +0.1% | 1,151 | $234K |
| Optima Capital LLC | 0.11% | No change | 1,190 | $233K |
| Granite FO LLC | 0.14% | No change | 1,187 | $233K |
| Penney Financial, LLC | 0.09% | New | 1,187 | $233K |
| Permanent Capital Management, LP | 0.04% | No change | 1,125 | $233K |
| Paulson Wealth Management Inc. | 0.05% | Reduce -0.1% | 1,185 | $232K |
| MontVue Capital Management, Inc. | 0.16% | Reduce -0.9% | 1,183 | $232K |
| OneAscent Wealth Management LLC | 0.08% | Reduce -8.2% | 1,182 | $232K |
| Crewe Advisors LLC | 0.02% | Add +2.6% | 1,180 | $232K |
| YHB Investment Advisors, Inc. | 0.02% | No change | 1,177 | $231K |
| Channel Wealth LLC | 0.06% | Reduce -15.5% | 1,176 | $231K |
| Virtue Capital Management, LLC | 0.04% | Add +13.8% | 1,194 | $230K |
| Alaethes Wealth, LLC | 0.07% | New | 1,171 | $230K |
| Journey Strategic Wealth LLC | 0.01% | No change | 1,170 | $230K |
| Horst & Graben Wealth Management LLC | 0.03% | No change | 1,127 | $229K |
| Patrick M Sweeney & Associates, Inc. | 0.15% | Add +0.1% | 1,168 | $229K |
| Curio Wealth, LLC | 0.08% | No change | 1,167 | $229K |
| Veracity Capital LLC | 0.08% | Reduce -2.7% | 1,164 | $228K |
| Two Sigma Securities, LLC | 0.03% | New | 1,163 | $228K |
| RBA Wealth Management, LLC | 0.08% | No change | 1,161 | $228K |
| Foresight Capital Management Advisors, Inc. | 0.13% | No change | 1,160 | $228K |
| Carlson Financial, Inc. | 0.13% | Reduce -1.8% | 1,159 | $227K |
| Steigerwald, Gordon & Koch Inc. | 0.02% | Add +223.5% | 1,158 | $227K |
| Wilkerson Advisory Group LLC | 0.08% | Reduce -2.0% | 1,157 | $227K |
| Reynders McVeigh Capital Management, LLC | 0.01% | New | 1,159 | $227K |
| WJ Financial Advisors LLC | 0.18% | Add +0.3% | 1,157 | $227K |
| Total Investment Management Inc. | 0.03% | Add +7.1% | 1,153 | $226K |
| ShankerValleau Wealth Advisors, Inc. | 0.06% | Reduce -1.5% | 1,151 | $226K |
| West Paces Advisors Inc. | 0.04% | Reduce -20.9% | 1,149 | $225K |
| Pinnacle Wealth Management Group, Inc. | 0.11% | No change | 1,145 | $225K |
| Bullock Wealth Management Group | 0.11% | Add +13.6% | 1,140 | $224K |
| Blankinship & Foster, LLC | 0.05% | No change | 1,141 | $224K |
| Valley Financial Group, Inc. | 0.12% | Reduce -2.6% | 1,133 | $222K |
| Chicago Capital, LLC | 0.01% | No change | 1,130 | $222K |
| Trust Point Inc. | 0.02% | No change | 1,130 | $222K |
| Forum Private Client Group LLC | 0.07% | No change | 1,129 | $221K |
| Crown Wealth Group, LLC | 0.07% | Reduce -1.6% | 1,128 | $221K |
| Resonant Capital Advisors, LLC | 0.01% | No change | 1,128 | $221K |
| Aviso Wealth Management | 0.10% | No change | 1,127 | $221K |
| Lazard Asset Management LLC | 0.00% | No change | 1,477 | $221K |
| Flaharty Asset Management, LLC | 0.03% | No change | 1,125 | $221K |
| Levin Capital Strategies, L.P. | 0.02% | No change | 1,125 | $221K |
| Jacobson & Schmitt Advisors, LLC | 0.04% | No change | 1,124 | $221K |
| Pandowealth. LLC | 0.19% | Add +0.5% | 1,123 | $220K |
| Teamwork Financial Advisors, LLC | 0.02% | New | 1,120 | $220K |
| Tiller Private Wealth, Inc. | 0.08% | Reduce -14.9% | 1,117 | $219K |
| Valued Retirements, Inc. | 0.21% | No change | 1,116 | $219K |
| Huntleigh Advisors, Inc. | 0.04% | New | 1,116 | $219K |
| Clarity Wealth Advisors, LLC | 0.04% | Reduce -1.9% | 1,115 | $219K |
| SMI Advisory Services, LLC | 0.04% | No change | 1,105 | $219K |
| Parkwoods Wealth Partners, LLC | 0.05% | Reduce -3.0% | 1,114 | $219K |
| TCV Trust & Wealth Management, Inc. | 0.02% | No change | 1,114 | $219K |
| Stonebrook Private Inc. | 0.05% | No change | 1,113 | $218K |
| Golden Bell Financial Planning LLC | 0.17% | Add +0.5% | 1,110 | $218K |
| Hyposwiss Advisors SA | 0.22% | No change | 1,110 | $218K |
| Delta Financial Advisors LLC | 0.06% | Reduce -2.6% | 1,110 | $218K |
| Arcadia Wealth Management, Inc. | 0.12% | Reduce -4.3% | 1,108 | $217K |
| KRM Wealth Management L.L.C. | 0.11% | New | 1,107 | $217K |
| Tumwater Wealth Management, LLC | 0.09% | Reduce -0.7% | 1,107 | $217K |
| TruWealth Advisors, LLC | 0.01% | Reduce -0.8% | 1,107 | $217K |
| Beckerman Institutional, LLC | 0.12% | New | 1,106 | $217K |
| Poinciana Advisors Group, LLC | 0.17% | No change | 1,105 | $217K |
| Community Bank, N.A. | 0.03% | No change | 1,103 | $216K |
| Williams & Novak, LLC | 0.16% | No change | 1,100 | $216K |
| Wealthquest Corp | 0.02% | Reduce -0.9% | 1,101 | $216K |
| Mfa Wealth Advisors, LLC | 0.04% | No change | 1,100 | $216K |
| CAP Partners, LLC | 0.12% | No change | 1,098 | $215K |
| Great Lakes Retirement, Inc. | 0.02% | No change | 1,098 | $215K |
| Empirical Asset Management, LLC | 0.06% | Add +0.0% | 7,074 | $215K |
| Shelton Capital Management | 0.00% | New | 1,096 | $215K |
| Gallagher Capital Advisors, LLC | 0.14% | Add +0.6% | 1,096 | $215K |
| Stenger Family Office, LLC | 0.04% | New | 1,095 | $215K |
| Stonebridge Financial Group, LLC | 0.02% | Add +0.3% | 1,095 | $215K |
| Sicart Associates LLC | 0.06% | No change | 1,093 | $214K |
| Foguth Wealth Management, LLC. | 0.03% | Reduce -29.7% | 1,012 | $214K |
| TCFG Wealth Management, LLC | 0.08% | New | 1,091 | $214K |
| TCFG Investment Advisors, LLC | 0.08% | — | 1,091 | $214K |
| Tribridge Partners Financial LLC | 0.09% | No change | 1,086 | $214K |
| MADDEN SECURITIES Corp | 0.06% | No change | 1,089 | $214K |
| LVW Advisors, LLC | 0.02% | No change | 1,086 | $213K |
| Cedarwood Wealth LLC | 0.21% | Reduce -35.4% | 1,084 | $213K |
| Longview Financial Advisors LLC | 0.12% | No change | 1,082 | $212K |
| Solitude Financial Services | 0.06% | Reduce -8.6% | 1,048 | $212K |
| First Western Trust Bank | 0.01% | Reduce -2.1% | 1,079 | $212K |
| Praetorian Wealth Management, Inc. | 0.04% | New | 1,045 | $211K |
| Sentinel Trust Co. Lba | 0.02% | No change | 1,071 | $210K |
| Cadia Private Client LLC | 0.17% | Add +0.1% | 1,066 | $209K |
| Hara Capital LLC | 0.10% | No change | 1,065 | $209K |
| First Bank & Trust | 0.03% | No change | 1,064 | $209K |
| FreeGulliver LLC | 0.09% | Add +0.5% | 1,062 | $208K |
| Clearstead Trust, LLC | 0.03% | Reduce -3.7% | 1,060 | $208K |
| Bluespring Wealth Management, LLC | 0.02% | No change | 1,060 | $208K |
| Intrust Bank NA | 0.02% | No change | 1,060 | $208K |
| Western Pacific Wealth Management, LP | 0.21% | New | 1,058 | $208K |
| First Command Advisory Services, Inc. | 0.00% | Add +1.9% | 1,053 | $207K |
| MFA Wealth Services | 0.14% | New | 1,052 | $206K |
| Orgel Wealth Management, LLC | 0.00% | Reduce -7.5% | 1,052 | $206K |
| Solstein Capital, LLC | 0.08% | New | 1,050 | $206K |
| Phoenix Wealth Advisors | 0.08% | New | 1,050 | $206K |
| MBA Advisors LLC | 0.08% | No change | 1,048 | $206K |
| Flynn Zito Capital Management, LLC | 0.07% | Reduce -9.1% | 1,047 | $205K |
| Capital City Trust Co. | 0.05% | New | 1,046 | $205K |
| Kera Capital Partners, Inc. | 0.03% | Reduce -3.7% | 1,045 | $205K |
| Hayek Kallen Investment Management | 0.07% | New | 1,044 | $205K |
| B.O.S.S. Retirement Advisors, LLC | 0.06% | New | 1,044 | $205K |
| Claris Advisors, LLC / Mo / | 0.06% | New | 1,043 | $205K |
| Elevation Wealth Partners, LLC | 0.07% | Reduce -13.6% | 1,040 | $204K |
| Biltmore Family Office, LLC | 0.03% | No change | 1,040 | $204K |
| Napier Financial, LLC | 0.05% | New | 1,034 | $203K |
| Peak Wealth Management LLC | 0.17% | New | 1,033 | $203K |
| Alchemi Wealth, LLC | 0.11% | New | 1,031 | $202K |
| Higgins & Schmidt Wealth Strategies LLC | 0.09% | Reduce -5.7% | 1,030 | $202K |
| Ballast Advisors LLC | 0.06% | Add +0.3% | 1,028 | $202K |
| Stillwater Capital Advisors, LLC | 0.02% | New | 1,026 | $201K |
| Briaud Financial Planning Inc | 0.05% | New | 1,026 | $201K |
| Inscription Capital, LLC | 0.02% | New | 1,022 | $201K |
| Garton & Associates Financial Advisors LLC | 0.16% | Add +16.6% | 1,020 | $200K |
| Ceeto Capital Group, LLC | 0.06% | No change | 1,019 | $200K |
| Valor Advisors LLC | 0.16% | No change | 1,023 | $195K |
| Rossmore Private Capital | 0.02% | Reduce -10.4% | 994 | $195K |
| Powell Investment Advisors, LLC | 0.07% | No change | 973 | $191K |
| Bradley & Co. Private Wealth Management, LLC | 0.10% | New | 969 | $190K |
| Pinney & Scofield, Inc. | 0.10% | Reduce -13.9% | 960 | $188K |
| HM Payson & Co. | 0.00% | Reduce -1.8% | 949 | $186K |
| Sherman Asset Management, Inc. | 0.17% | Add +43.4% | 935 | $183K |
| Pacifica Partners Inc. | 0.06% | Reduce -18.1% | 924 | $181K |
| Measured Wealth Private Client Group, LLC | 0.05% | No change | 923 | $181K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Reduce -0.7% | 922 | $181K |
| MeadowBrook Investment Advisors LLC | 0.16% | No change | 921 | $181K |
| Toth Financial Advisory Corp. | 0.02% | New | 871 | $171K |
| Burk Holdings LLC | 0.07% | New | 845 | $166K |
| Financial Freedom, LLC | 0.08% | Add +0.4% | 831 | $163K |
| Financial Network Wealth Advisors LLC | 0.17% | No change | 828 | $162K |
| City Holding Co. | 0.02% | Add +7.9% | 806 | $158K |
| Barnes Dennig Private Wealth Management LLC | 0.15% | Add +19.7% | 795 | $156K |
| Coston, McIsaac & Partners | 0.04% | Add +0.4% | 793 | $155K |
| Cornerstone Financial Management LLC | 0.14% | No change | 785 | $154K |
| Valued Wealth Advisors LLC | 0.06% | No change | 785 | $154K |
| EPG Wealth Management LLC | 0.04% | Add +0.4% | 773 | $152K |
| Wolff Wiese Magana LLC | 0.08% | Reduce -8.9% | 765 | $150K |
| JPL Wealth Management, LLC | 0.03% | New | 756 | $148K |
| Ameriflex Group, Inc. | 0.07% | Reduce -24.4% | 739 | $145K |
| Provident Wealth Management, LLC | 0.04% | No change | 714 | $140K |
| Prosperity Bancshares Inc | 0.11% | Add +22.3% | 708 | $139K |
| Walsh & Associates, LLC | 0.14% | No change | 702 | $138K |
| Aberdeen Wealth Management LLC | 0.06% | No change | 700 | $137K |
| Gilpin Wealth Management, LLC | 0.11% | Reduce -36.6% | 699 | $137K |
| Morris Financial Concepts, Inc. | 0.05% | Reduce -3.9% | 698 | $137K |
| Capitol Family Office, Inc. | 0.16% | No change | 715 | $137K |
| Purpose Unlimited Inc. | 0.01% | New | 695 | $136K |
| Vision Retirement, LLC | 0.04% | Add +86.0% | 688 | $135K |
| Park Place Capital Corp | 0.03% | Add +0.6% | 681 | $134K |
| Twin Peaks Wealth Advisors, LLC | 0.03% | New | 674 | $132K |
| Dagco, Inc. | 0.03% | Add +6.0% | 672 | $132K |
| Legacy Bridge, LLC | 0.05% | Add +27.1% | 662 | $130K |
| Arcadia Investment Advisors LLC | 0.06% | No change | 658 | $129K |
| Creative Capital Management Investments LLC | 0.04% | No change | 652 | $128K |
| Hilton Head Capital Partners, LLC | 0.07% | Add +0.3% | 647 | $127K |
| Bernard Wealth Management Corp. | 0.05% | No change | 642 | $126K |
| Lynch Asset Management, Inc. | 0.04% | Reduce -4.8% | 639 | $125K |
| LGT Financial Advisors LLC | 0.64% | Add +0.5% | 635 | $125K |
| Entrust Financial LLC | 0.09% | Add +19.6% | 635 | $125K |
| Adirondack Trust Co. | 0.04% | Add +1.3% | 634 | $124K |
| Kings Path Partners LLC | 0.04% | Add +0.6% | 632 | $124K |
| Ulland Investment Advisors, LLC | 0.11% | No change | 626 | $123K |
| Corsicana & Co. | 0.08% | No change | 708 | $122K |
| Sachetta, LLC | 0.07% | No change | 623 | $122K |
| Thompson Investment Management, Inc. | 0.02% | Add +12.2% | 617 | $121K |
| Sellwood Investment Partners LLC | 0.05% | No change | 616 | $121K |
| True Wealth Design, LLC | 0.03% | Add +73.0% | 609 | $119K |
| Atlantic Edge Private Wealth Management, LLC | 0.03% | No change | 607 | $119K |
| Accent Capital Management, LLC | 0.06% | No change | 600 | $118K |
| Pin Oak Investment Advisors Inc. | 0.08% | No change | 585 | $115K |
| Evensky & Katz LLC | 0.01% | Reduce -0.2% | 551 | $108K |
| Arlington Trust Co LLC | 0.01% | Reduce -22.5% | 550 | $108K |
| Fairway Wealth LLC | 0.03% | New | 545 | $107K |
| Marquette Asset Management, LLC | 0.02% | No change | 534 | $105K |
| Redwood Park Advisors LLC | 0.08% | No change | 525 | $103K |
| Paladin Advisory Group, LLC | 0.08% | No change | 523 | $103K |
| Integrity Financial Corp | 0.05% | No change | 522 | $102K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +16.4% | 518 | $102K |
| Canton Hathaway, LLC | 0.02% | No change | 515 | $101K |
| Hughes Financial Services, LLC | 0.02% | Reduce -4.5% | 506 | $99K |
| one8zero8, LLC | 0.02% | No change | 504 | $99K |
| Noble Wealth Management PBC | 0.05% | Reduce -5.0% | 499 | $98K |
| Richards, Merrill & Peterson, Inc. | 0.04% | Reduce -4.8% | 499 | $98K |
| Hoey Investments, Inc. | 0.01% | No change | 498 | $98K |
| Davis Capital Management | 0.06% | No change | 482 | $95K |
| Addison Advisors LLC | 0.02% | No change | 481 | $94K |
| Strategic Advisory Partners, LLC | 0.07% | New | 468 | $92K |
| Basepoint Wealth LLC | 0.05% | Add +0.7% | 462 | $91K |
| Silicon Valley Capital Partners | 0.01% | Add +0.4% | 457 | $90K |
| Sittner & Nelson, LLC | 0.03% | No change | 443 | $87K |
| Kimelman & Baird, LLC | 0.01% | No change | 441 | $87K |
| 1015 Capital Partners, LLC | 0.08% | No change | 434 | $85K |
| Grand Wealth Management, LLC | 0.04% | No change | 434 | $85K |
| Resources Management Corp. /CT/ | 0.01% | No change | 416 | $82K |
| United Community Bank | 0.03% | Add +49.1% | 410 | $80K |
| Evelyn Partners Investment Management Services Ltd | 0.01% | No change | 410 | $80K |
| Retiremitten Financial LLC | 0.04% | — | 404 | $79K |
| Founders Capital Management | 0.04% | Add +33.3% | 400 | $78K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -31.1% | 370 | $76K |
| Missouri Trust & Investment Co | 0.02% | No change | 386 | $76K |
| Morton Brown Family Wealth, LLC | 0.02% | Add +0.3% | 375 | $74K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 374 | $73K |
| 3Chopt Investment Partners, LLC | 0.02% | No change | 369 | $72K |
| Barclays PLC | 0.00% | New | 369 | $72K |
| Wallace Hart LLC | 0.10% | Add +2333.3% | 365 | $72K |
| Southern Michigan Bank & Trust | 0.03% | — | 361 | $71K |
| Birchwood Financial Partners, Inc. | 0.07% | Add +0.3% | 361 | $71K |
| Providence Capital Advisors, LLC | 0.01% | Reduce -27.4% | 357 | $70K |
| Pacific Center for Financial Services | 0.02% | No change | 343 | $67K |
| Kozak & Associates, Inc. | 0.01% | Add +8.3% | 328 | $66K |
| Clean Yield Group | 0.02% | No change | 329 | $65K |
| Protective Life Corp. | 0.21% | New | 326 | $64K |
| Evelyn Partners Asset Management Ltd | 0.02% | No change | 320 | $63K |
| DecisionPoint Financial, LLC | 0.01% | No change | 313 | $61K |
| Clear Investment Research, LLC | 0.10% | New | 311 | $61K |
| Strengthening Families & Communities, LLC | 0.01% | New | 305 | $60K |
| Ramirez Asset Management, Inc. | 0.01% | No change | 300 | $59K |
| Hollencrest Capital Management | 0.00% | Add +23.6% | 299 | $59K |
| Retirement Wealth Solutions LLC | 0.04% | Reduce -63.9% | 298 | $58K |
| Bear Mountain Capital, Inc. | 0.02% | No change | 283 | $58K |
| Elevate Wealth Advisory, Inc. | 0.04% | No change | 294 | $58K |
| Ares Financial Consulting, LLC | 0.05% | No change | 293 | $58K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.04% | No change | 274 | $54K |
| Financial Consulate, Inc. | 0.01% | No change | 274 | $54K |
| WealthCollab, LLC | 0.02% | Reduce -90.0% | 273 | $53K |
| American Capital Advisory, LLC | 0.02% | No change | 271 | $53K |
| Mark Sheptoff Financial Planning, LLC | 0.03% | Reduce -41.8% | 251 | $52K |
| Cordant, Inc. | 0.02% | No change | 262 | $51K |
| GW&K Investment Management, LLC | 0.00% | No change | 259 | $51K |
| Bellevue Asset Management, LLC | 0.03% | Add +0.4% | 258 | $51K |
| Legend Capital Advisors LLC | 0.03% | New | 257 | $50K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 254 | $50K |
| Pflug Koory, LLC | 0.02% | Add +10.0% | 252 | $49K |
| Avion Wealth | 0.01% | Reduce -38.2% | 235 | $46K |
| SYM FINANCIAL Corp | 0.00% | No change | 228 | $45K |
| MBM Wealth Consultants, LLC | 0.01% | New | 227 | $45K |
| MPWM Advisory Solutions, LLC | 0.02% | Add +10.2% | 227 | $45K |
| Byrne Asset Management LLC | 0.03% | No change | 225 | $44K |
| Monetary Solutions, Ltd | 0.04% | No change | 211 | $41K |
| Atwood & Palmer Inc. | 0.00% | Reduce -29.7% | 208 | $41K |
| Aspect Partners, LLC | 0.02% | No change | 207 | $41K |
| Rice Partnership, LLC | 0.01% | No change | 206 | $40K |
| Evergreen Advisors, LLC | 0.01% | New | 205 | $40K |
| Sawyer & Company, Inc | 0.02% | No change | 204 | $40K |
| Peachtree Investment Partners, LLC | 0.01% | Add +1.0% | 194 | $38K |
| Godfrey Financial Associates, Inc. | 0.03% | Reduce -14.0% | 190 | $37K |
| Midway Capital Research & Management | 0.03% | New | 187 | $37K |
| Citizens National Bank Trust Department | 0.01% | No change | 187 | $37K |
| Team Financial Group, LLC | 0.02% | No change | 186 | $37K |
| Comprehensive Financial Planning, Inc. | 0.03% | Add +0.5% | 185 | $36K |
| Whipplewood Advisors, LLC | 0.02% | No change | 185 | $36K |
| Luken Investment Analytics, LLC | 0.01% | No change | 183 | $36K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 175 | $34K |
| Cardinal Strategic Wealth Guidance | 0.01% | No change | 173 | $34K |
| Proathlete Wealth Management LLC | 0.01% | No change | 171 | $34K |
| Y.D. More Investments Ltd | 0.00% | No change | 166 | $33K |
| Piscataqua Savings Bank | 0.02% | No change | 160 | $31K |
| Chesapeake Asset Management LLC | 0.02% | No change | 158 | $31K |
| Pittenger & Anderson Inc. | 0.00% | Reduce -58.2% | 156 | $31K |
| Rexford Capital Inc. | 0.02% | Add +124.6% | 155 | $30K |
| Your Advocates Ltd., LLP | 0.01% | No change | 155 | $30K |
| Godsey & Gibb, Inc. | 0.00% | Add +13.3% | 153 | $30K |
| Independence Bank of Kentucky | 0.00% | No change | 152 | $30K |
| TopTier Wealth Management, LLC | 0.02% | New | 151 | $30K |
| CNB Bank | 0.01% | No change | 151 | $30K |
| Albion Financial Group | 0.00% | Add +18.8% | 139 | $27K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 137 | $27K |
| Towne Trust Company, N.A | 0.01% | Reduce -28.6% | 135 | $26K |
| Arvest Investments, Inc. | 0.00% | No change | 132 | $26K |
| Dorato Capital Management | 0.02% | No change | 127 | $26K |
| Activest Wealth Management | 0.00% | Reduce -40.8% | 129 | $25K |
| Investors Research Corp | 0.00% | No change | 128 | $25K |
| IFG Advisory, LLC | 0.07% | Reduce -99.8% | 127 | $25K |
| Networth Advisors, LLC | 0.02% | Add +69.9% | 124 | $24K |
| Aventura Private Wealth, LLC | 0.01% | No change | 122 | $24K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 117 | $23K |
| BankChampaign, National Association | 0.02% | New | 114 | $22K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 112 | $22K |
| Mascoma Wealth Management LLC | 0.00% | No change | 109 | $21K |
| Riverview Trust Co | 0.03% | No change | 105 | $21K |
| Capital & Planning, LLC | 0.01% | New | 102 | $20K |
| Viewpoint Capital Management LLC | 0.01% | No change | 100 | $20K |
| Field & Main Bank | 0.01% | No change | 98 | $19K |
| Broadwater Capital Management LLC | 0.01% | No change | 100 | $19K |
| Eukles Asset Management | 0.01% | No change | 96 | $19K |
| Innovative Asset Advisors Group, LLC | 0.01% | — | 92 | $18K |
| 1 North Wealth Services LLC | 0.01% | No change | 91 | $18K |
| GoalVest Advisory LLC | 0.00% | Add +75.0% | 91 | $18K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | No change | 87 | $17K |
| LM Advisors LLC | 0.09% | Add +3.3% | 3,303 | $17K |
| ROSS\JOHNSON & Associates LLC | 0.30% | Add +1.2% | 86 | $17K |
| Bayban | 0.01% | No change | 84 | $16K |
| Transce3nd, LLC | 0.14% | Reduce -7.9% | 82 | $16K |
| Alerus Financial NA | 0.00% | No change | 82 | $16K |
| Vision Financial Markets LLC | 0.02% | No change | 81 | $16K |
| Manning & Napier Advisors LLC | 0.00% | Add +3900.0% | 80 | $15K |
| Reyes Financial Architecture, Inc. | 0.01% | New | 78 | $15K |
| PFC Capital Group, Inc. | 0.01% | No change | 80 | $15K |
| Edmond DE Rothschild Holding S.A. | 0.00% | New | 73 | $14K |
| McGuire Capital Advisors Inc. | 0.01% | Reduce -22.0% | 71 | $14K |
| Advisortrust Partners, LLC | 0.01% | New | 70 | $14K |
| PFS Partners, LLC | 0.01% | Add +1.7% | 61 | $12K |
| Tower View Wealth Management LLC | 0.01% | Reduce -10.6% | 59 | $12K |
| Bollard Group LLC | 0.00% | New | 55 | $11K |
| Van Den Berg Management I, Inc. | 0.00% | Reduce -52.2% | 54 | $11K |
| Aviso Financial Inc. | 0.00% | No change | 52 | $10K |
| POM Investment Strategies, LLC | 0.01% | Reduce -87.7% | 51 | $10K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 56 | $10K |
| Burkett Financial Services, LLC | 0.00% | Add +437.5% | 43 | $9K |
| Urban Financial Advisory Corp | 0.00% | New | 43 | $8K |
| YANKCOM Partnership | 0.00% | No change | 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 |
| Main Management LLC | 0.00% | New | 38 | $7K |
| Clark Wealth Partners | 0.00% | New | 34 | $7K |
| SRH Advisors, LLC | 0.00% | New | 34 | $7K |
| Greykasell Wealth Strategies, Inc. | 0.00% | Add +3.0% | 34 | $7K |
| Anfield Capital Management, LLC | 0.00% | No change | 30 | $6K |
| Daytona Street Capital LLC | 0.00% | No change | 28 | $6K |
| Key Capital Management, INC | 0.00% | Reduce -72.5% | 27 | $5K |
| Sunrise Financial Services, LLC | 0.00% | No change | 23 | $5K |
| Fortis Group Advisors, LLC | 0.00% | No change | 22 | $4K |
| Hickory Point Bank & Trust | 0.00% | New | 20 | $4K |
| Trask Adam Roland | 0.00% | — | 18 | $4K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | Reduce -68.8% | 15 | $3K |
| Mountain Hill Investment Partners Corp. | 0.00% | No change | 11 | $2K |
| Quaker Wealth Management, LLC | 0.00% | No change | 11 | $2K |
| Spurstone Advisory Services, LLC | 0.04% | Reduce -42.1% | 11 | $2K |
| Carolina Wealth Advisors, LLC | 0.00% | Reduce -91.9% | 10 | $2K |
| Blume Capital Management, Inc. | 0.00% | No change | 8 | $2K |
| Delos Wealth Advisors, LLC | 0.00% | No change | 5 | $981 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 5 | $981 |
| Rakuten Securities, Inc. | 0.00% | Reduce -40.0% | 3 | $589 |
| Cheviot Value Management, LLC | 0.00% | No change | 3 | $589 |
| Delta Asset Management LLC | 0.00% | No change | 2 | $392 |
| RHL Group, LLC | 0.00% | No change | 1 | $197 |
| Truvestments Capital LLC | 0.00% | Reduce -98.9% | 1 | $196 |
"% 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.