Vanguard Mrngstar GR ETF-SuiVUGETF
13F holders, Q1 2024 (March 31)2,095holders
6famous investors
$342.39avg. 13F price*
At the end of Q1 2024, 2,095 institutions reported holding Vanguard Mrngstar GR ETF-Sui (VUG) in their 13F filings. The largest holders were Bank of America Corp. ($14.5B), Jones Financial Companies LLLP ($6.4B) and Morgan Stanley ($4.6B). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Vanguard Mrngstar GR ETF-Sui
- CUSIP
- 922908736
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 133 | $202.0M |
| Exits | 83 | $103.3M |
Ownership 2,095 holders
| Bank of America Corp. | 1.43% | Add +4.4% | 42,120,846 | $14.5B |
| Jones Financial Companies LLLP | 8.67% | Reduce -3.9% | 18,484,909 | $6.4B |
| Morgan Stanley | 0.37% | Add +2.9% | 13,250,212 | $4.6B |
| Financial Engines Advisors L.L.C. | 6.94% | Reduce -8.5% | 8,945,905 | $3.1B |
| Envestnet Asset Management Inc. | 1.08% | Reduce -4.6% | 8,416,874 | $2.9B |
| UBS Group AG | 0.62% | Reduce -0.4% | 5,499,994 | $1.9B |
| LPL Financial LLC | 0.88% | Add +2.5% | 4,728,522 | $1.6B |
| Tiaa Trust, National Association | 3.73% | Add +3.6% | 3,539,310 | $1.2B |
| Ameriprise Financial Inc. | 0.33% | Add +3.5% | 3,455,217 | $1.2B |
| Wells Fargo & Company | 0.30% | Add +2.0% | 3,311,008 | $1.1B |
| FMR LLC | 0.07% | Reduce -1.7% | 2,920,520 | $1.0B |
| EP Wealth Advisors, LLC | 11.71% | Add +0.6% | 2,911,394 | $1.0B |
| Mill Creek Capital Advisors, LLC | 24.76% | Add +6.8% | 2,650,458 | $912.3M |
| Rwa Wealth Partners, LLC | 12.08% | Reduce -4.6% | 2,607,233 | $897.4M |
| PNC Financial Services Group, Inc. | 0.57% | Reduce -0.7% | 2,401,594 | $826.6M |
| Bank of New York Mellon Corp | 0.13% | Add +10.5% | 2,028,494 | $698.2M |
| Royal Bank of Canada | 0.16% | Reduce -1.0% | 1,904,074 | $655.4M |
| Commonwealth Equity Services, LLC | 1.02% | Add +0.6% | 1,778,149 | $612.0M |
| D.A. Davidson & Co. | 5.48% | Reduce -8.5% | 1,762,572 | $606.7M |
| Balentine LLC | 17.90% | Add +42.8% | 1,742,566 | $599.8M |
| Sei Investments Co. | 0.80% | Reduce -1.5% | 1,586,558 | $546.1M |
| Northwestern Mutual Wealth Management Co. | 0.56% | Add +1.4% | 1,584,715 | $545.5M |
| JPMorgan Chase & Co. | 0.05% | Add +6.2% | 1,581,215 | $544.3M |
| Goldman Sachs Group Inc. | 0.11% | Reduce -36.3% | 1,521,326 | $523.6M |
| Mariner, LLC | 1.06% | Add +6.9% | 1,483,528 | $510.6M |
| Raymond James Financial Services Advisors, Inc. | 0.68% | Reduce -0.2% | 1,335,391 | $459.6M |
| HighTower Advisors, LLC | 0.70% | Reduce -0.2% | 1,251,188 | $430.7M |
| Performance Wealth Partners, LLC | 17.82% | Add +5.0% | 1,233,834 | $424.7M |
| Cetera Investment Advisers | 0.84% | Add +114.2% | 1,036,238 | $356.7M |
| Mission Wealth Management, LP | 9.50% | Add +5.6% | 1,029,566 | $354.4M |
| Choreo, LLC | 8.66% | Add +2.7% | 980,046 | $337.3M |
| Truist Financial Corp. | 0.51% | Reduce -14.1% | 973,135 | $335.0M |
| Modera Wealth Management, LLC | 5.06% | Add +4.6% | 964,994 | $332.2M |
| Raymond James & Associates | 0.22% | Reduce -1.9% | 935,700 | $322.1M |
| Osaic Holdings, Inc. | 0.68% | Reduce -23.7% | 888,352 | $305.9M |
| Captrust Financial Advisors | 1.10% | Reduce -4.5% | 872,025 | $300.2M |
| MML Investors Services, LLC | 1.06% | Add +2.0% | 747,649 | $257.3M |
| Northeast Financial Consultants Inc | 12.49% | Add +5.3% | 739,002 | $254.4M |
| Moneta Group Investment Advisors LLC | 4.07% | Add +26.3% | 725,186 | $249.6M |
| Signature Estate & Investment Advisors LLC | 6.95% | Add +9.1% | 714,064 | $245.8M |
| Stifel Financial Corp. | 0.27% | Reduce -0.2% | 693,340 | $238.7M |
| Charles Schwab Investment Management Inc. | 0.05% | Reduce -4.3% | 681,282 | $234.5M |
| CBIZ Investment Advisory Services, LLC | 15.94% | Add +0.4% | 666,411 | $229.4M |
| Equitable Holdings, Inc. | 2.56% | Reduce -0.5% | 659,853 | $227.1M |
| Corient Private Wealth LP | 0.39% | Reduce -1.0% | 637,288 | $219.4M |
| Merit Financial Group, LLC | 5.20% | Reduce -7.0% | 643,518 | $218.1M |
| Waverly Advisors, LLC | 4.79% | Add +1.8% | 591,070 | $203.4M |
| United Capital Financial Advisors, LLC | 1.59% | Reduce -6.9% | 558,634 | $192.3M |
| Cullen/Frost Bankers, Inc. | 2.82% | Add +0.8% | 553,012 | $190.3M |
| Assetmark, Inc. | 0.60% | Add +16.0% | 539,859 | $185.8M |
| Mather Group, Llc. | 2.79% | Reduce -0.6% | 569,266 | $177.0M |
| Garde Capital, Inc. | 12.09% | Add +5.5% | 502,290 | $172.9M |
| Wealth Enhancement Advisory Services, LLC | 0.44% | Reduce -0.2% | 498,011 | $171.4M |
| Two Sigma Investments, LP | 0.40% | Add +12.0% | 459,300 | $158.1M |
| Truepoint, Inc. | 4.39% | Reduce -3.9% | 448,520 | $154.4M |
| Waldron Private Wealth LLC | 6.93% | Add +0.9% | 445,995 | $153.5M |
| Cambridge Investment Research Advisors, Inc. | 0.57% | Add +2.1% | 433,603 | $149.2M |
| Cwm, LLC | 0.71% | Add +17.7% | 425,340 | $146.4M |
| Kestra Advisory Services, LLC | 0.96% | Add +7.3% | 416,746 | $143.4M |
| Private Advisor Group, LLC | 0.99% | Add +2.4% | 398,760 | $137.3M |
| Citigroup Inc. | 0.14% | Add +7.9% | 381,952 | $131.5M |
| Woodmont Investment Counsel LLC | 11.07% | Add +2.3% | 381,789 | $131.4M |
| Invictus Private Wealth, LLC | 11.47% | Add +0.6% | 375,388 | $129.2M |
| Kensington Asset Management, LLC | 6.37% | No change | 370,300 | $127.5M |
| BOK Financial Private Wealth, Inc. | 9.19% | Add +0.1% | 358,703 | $123.5M |
| Envestnet Portfolio Solutions, Inc. | 0.46% | Reduce -10.5% | 355,935 | $122.5M |
| Gratus Capital, LLC | 5.57% | Reduce -4.2% | 351,062 | $120.8M |
| Bank of Hawaii | 5.86% | Reduce -3.5% | 349,555 | $120.3M |
| Brookstone Capital Management | 2.13% | Add +0.9% | 345,425 | $118.9M |
| Venturi Wealth Management, LLC | 7.58% | Reduce -1.6% | 343,044 | $118.1M |
| Stephens Group Asset Management, LLC | 10.76% | Reduce -0.4% | 342,399 | $117.9M |
| Provida Pension Fund Administrator | 2.90% | Add +122.6% | 339,357 | $116.8M |
| Avantax Advisory Services, Inc. | 1.02% | Add +27.7% | 334,939 | $115.3M |
| US Bancorp \de | 0.16% | Reduce -7.6% | 331,371 | $114.1M |
| Coldstream Capital Management Inc. | 2.83% | Reduce -4.4% | 323,225 | $111.3M |
| Beacon Pointe Advisors, LLC | 1.23% | Add +1.6% | 321,014 | $110.5M |
| Atria Wealth Solutions, Inc. | 1.24% | Reduce -1.5% | 319,220 | $109.9M |
| NewEdge Advisors, LLC | 0.95% | Add +0.3% | 316,591 | $109.0M |
| Pathstone Holdings, LLC | 0.51% | Reduce -8.9% | 315,857 | $108.7M |
| Wealthspire Advisors, LLC | 1.43% | Reduce -0.8% | 310,767 | $107.0M |
| Strategies Wealth Advisors, LLC | 16.16% | Add +2.4% | 305,112 | $105.0M |
| Manufacturers Life Insurance Company, The | 0.10% | Reduce -10.6% | 300,025 | $103.3M |
| Cornerstone Management, Inc. | 22.40% | Add +40.8% | 293,128 | $100.9M |
| Baird Financial Group, Inc. | 0.21% | Reduce -1.2% | 284,437 | $97.9M |
| CENTRAL TRUST Co | 2.42% | Reduce -0.1% | 283,011 | $97.4M |
| B. Riley Wealth Advisors, Inc. | 2.57% | Add +28.7% | 348,674 | $94.9M |
| Mercer Global Advisors Inc. | 0.27% | Reduce -25.8% | 275,555 | $94.8M |
| Mosaic Family Wealth Partners, LLC | 15.47% | Add +1.6% | 272,905 | $93.9M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1.16% | Reduce -5.9% | 271,613 | $93.5M |
| Permanens Capital L.P. | 11.29% | Add +47.9% | 266,854 | $91.9M |
| Creative Planning | 0.10% | Reduce -0.8% | 266,726 | $91.8M |
| Rezny Wealth Management, Inc. | 32.61% | Add +2.1% | 266,257 | $91.6M |
| Avior Wealth Management, LLC | 4.23% | Add +11.4% | 264,363 | $91.0M |
| Alliancebernstein L.P. | 0.03% | Add +3.6% | 261,462 | $90.0M |
| Two Sigma Advisers, LP | 0.21% | Add +1.7% | 259,600 | $89.4M |
| Orion Porfolio Solutions, LLC | 0.93% | Reduce -0.8% | 252,890 | $87.0M |
| Orion Portfolio Solutions, LLC | 0.93% | Reduce -0.8% | 252,890 | $87.0M |
| Safeguard Financial, LLC | 28.21% | Add +11.1% | 251,508 | $86.6M |
| Simon Quick Advisors, LLC | 6.44% | Add +15.2% | 249,785 | $86.0M |
| Financial Synergies Wealth Advisors, Inc. | 11.26% | Reduce -10.2% | 249,372 | $85.8M |
| Martel Wealth Advisors LLC | 18.52% | Reduce -3.9% | 248,110 | $85.4M |
| Rockefeller Capital Management L.P. | 0.24% | Reduce -6.8% | 243,787 | $83.9M |
| Mountain Capital Investment Advisors Inc. | 23.19% | Reduce -2.1% | 241,354 | $82.7M |
| Brandywine Oak Private Wealth LLC | 8.58% | Reduce -2.5% | 238,487 | $82.1M |
| Vista Capital Partners, Inc. | 10.22% | Reduce -4.5% | 237,454 | $81.7M |
| Fifth Third Bancorp | 0.32% | Add +1.8% | 237,070 | $81.6M |
| White Lighthouse Investment Management Inc. | 16.38% | Reduce -0.0% | 234,354 | $80.6M |
| Glenmede Trust Co. NA | 0.39% | Reduce -0.1% | 225,866 | $77.7M |
| Relyea Zuckerberg Hanson LLC | 13.20% | Add +4.1% | 218,920 | $75.4M |
| CSM Advisors, LLC | 4.80% | No change | 211,587 | $72.8M |
| Bessemer Group Inc. | 0.13% | Add +8.8% | 207,549 | $71.4M |
| NSI Retail Advisors, LLC | 10.68% | No change | 206,787 | $71.2M |
| CreativeOne Wealth, LLC | 2.78% | Add +9.9% | 202,693 | $69.8M |
| Betterment LLC | 0.19% | Add +6.3% | 202,039 | $69.5M |
| Corrigan Financial, Inc. | 17.51% | Reduce -3.9% | 199,355 | $68.6M |
| Steward Partners Investment Advisory, LLC | 0.75% | Add +9.2% | 197,702 | $68.0M |
| Atria Investments, Inc | 0.93% | Add +1.8% | 196,392 | $67.6M |
| RMR Wealth Builders | 8.11% | Add +0.6% | 194,962 | $67.1M |
| Becker Capital Management Inc. | 2.28% | Reduce -11.8% | 192,709 | $66.3M |
| Natixis Advisors, LLC | 0.15% | Reduce -17.9% | 191,285 | $65.8M |
| HCR Wealth Advisors | 9.91% | Reduce -2.9% | 189,764 | $65.3M |
| Trust Co | 8.48% | Reduce -8.6% | 187,508 | $64.5M |
| Cerity Partners LLC | 0.17% | Add +17.2% | 184,510 | $63.3M |
| Campbell Wealth Management | 6.28% | Reduce -11.8% | 183,577 | $63.2M |
| Cable Hill Partners, LLC | 7.69% | No change | 203,451 | $62.7M |
| Peninsula Wealth, LLC | 12.51% | Reduce -20.6% | 182,264 | $62.7M |
| HTLF Bank | 7.15% | Reduce -3.0% | 180,839 | $62.2M |
| Hirtle & Co., LLC | 3.07% | Reduce -1.1% | 178,733 | $61.5M |
| Summit Financial, LLC | 3.63% | Reduce -3.5% | 178,085 | $61.3M |
| Jentner Corp | 21.30% | Add +0.6% | 176,149 | $60.6M |
| Blair William & Co. | 0.19% | Reduce -0.1% | 172,530 | $59.4M |
| Signaturefd, LLC | 1.25% | Reduce -1.3% | 172,246 | $59.3M |
| Pasadena Private Wealth, LLC | 13.22% | Add +0.5% | 166,946 | $57.5M |
| Sage Financial Group Inc. | 5.09% | Reduce -2.2% | 164,462 | $56.6M |
| Crane Advisory, LLC | 11.38% | Add +8.8% | 167,100 | $56.4M |
| Blue Edge Capital, LLC | 9.38% | Add +1.4% | 162,946 | $56.1M |
| Destination Wealth Management | 1.84% | Reduce -2.9% | 160,853 | $55.4M |
| Nadler Financial Group, Inc. | 6.77% | Reduce -1.3% | 159,429 | $54.9M |
| Janney Montgomery Scott LLC | 0.16% | Add +7.1% | 159,079 | $54.8M |
| Allworth Financial LP | 0.39% | Reduce -0.8% | 158,360 | $54.5M |
| TMD Wealth Management, LLC | 12.53% | Reduce -2.0% | 155,928 | $53.7M |
| Cambridge Associates LLC /Ma/ | 2.86% | No change | 155,193 | $53.4M |
| Northern Trust Corp. | 0.01% | Add +0.3% | 152,553 | $52.5M |
| Venture Visionary Partners LLC | 2.46% | Add +9.8% | 150,641 | $51.9M |
| Florida Trust Wealth Management Co | 1.74% | Add +0.7% | 148,684 | $51.2M |
| Partners in Financial Planning | 11.30% | Reduce -1.0% | 147,496 | $50.8M |
| Sequoia Financial Advisors, LLC | 0.63% | Reduce -32.1% | 147,218 | $50.7M |
| McIlrath & Eck, LLC | 8.01% | Reduce -2.8% | 146,857 | $50.5M |
| Pinnacle Financial Partners Inc | 1.08% | Add +12.4% | 144,535 | $49.7M |
| Total Wealth Planning, LLC | 8.51% | Reduce -4.2% | 143,810 | $49.5M |
| Chicago Partners Investment Group LLC | 2.09% | Add +2.3% | 148,618 | $49.2M |
| Veltria Advisors Corp. | 12.61% | Add +23.5% | 141,761 | $48.8M |
| Condor Capital Management | 4.73% | Add +7.3% | 140,448 | $48.3M |
| Checchi Capital Advisers, LLC | 3.77% | Reduce -0.9% | 140,012 | $48.2M |
| Comerica Bank | 0.21% | Reduce -3.3% | 138,579 | $47.7M |
| Strata Wealth Advisors, LLC | 16.76% | Reduce -3.3% | 138,390 | $47.6M |
| One Capital Management, LLC | 1.69% | Reduce -0.8% | 135,405 | $46.6M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 1.41% | Reduce -3.7% | 133,481 | $45.9M |
| Presilium Private Wealth, LLC | 11.98% | Reduce -2.8% | 131,212 | $45.2M |
| Bank of Montreal | 0.01% | Add +5.6% | 130,620 | $45.1M |
| Systematic Alpha Investments, LLC | 1.80% | No change | 130,672 | $45.0M |
| Penserra Capital Management LLC | 0.56% | New | 129,887 | $44.7M |
| EverSource Wealth Advisors, LLC | 3.45% | Reduce -2.2% | 132,853 | $43.8M |
| Stevens Capital Partners | 26.03% | Add +37.1% | 126,984 | $43.7M |
| Kestra Private Wealth Services, LLC | 0.98% | Add +2.1% | 126,698 | $43.6M |
| Inspirion Wealth Advisors, LLC | 7.20% | Add +1.7% | 126,498 | $43.5M |
| Strategic Investment Advisors / MI | 5.56% | Add +3.5% | 125,843 | $43.3M |
| Pathway Financial Advisors LLC | 11.46% | Reduce -0.7% | 123,170 | $42.4M |
| Trustmark Bank Trust Department | 3.45% | Reduce -6.7% | 123,002 | $42.3M |
| TL Private Wealth | 20.63% | Reduce -3.6% | 121,828 | $41.8M |
| Fee-Only Financial Planning, L.C. | 27.93% | Reduce -1.6% | 120,235 | $41.4M |
| Principle Wealth Partners LLC | 3.22% | Add +1.3% | 119,723 | $41.2M |
| Cary Street Partners Investment Advisory LLC | 1.73% | Add +3.7% | 139,891 | $40.9M |
| Trek Financial, LLC | 3.23% | Reduce -2.3% | 118,373 | $40.7M |
| Affinity Capital Advisors, LLC | 9.04% | Add +2.0% | 117,893 | $40.6M |
| Brickley Wealth Management | 9.21% | Reduce -0.3% | 116,673 | $40.2M |
| Connecticut Wealth Management, LLC | 2.13% | Reduce -2.7% | 116,221 | $40.0M |
| Magnus Financial Group LLC | 4.73% | Add +9.5% | 114,915 | $39.6M |
| MBM Wealth Consultants, LLC | 13.75% | Reduce -0.1% | 113,559 | $39.1M |
| Private Portfolio Partners LLC | 7.99% | Reduce -0.0% | 111,437 | $38.4M |
| Vanguard Group Inc. | 0.00% | Add +30.8% | 111,265 | $38.3M |
| Clark Asset Management, LLC | 11.70% | Add +14.2% | 110,673 | $38.1M |
| Stephens Inc. | 0.58% | Add +0.9% | 108,933 | $37.5M |
| SP Asset Management LLC | 3.40% | Reduce -0.3% | 106,260 | $36.6M |
| Thrivent Financial for Lutherans | 0.07% | Reduce -31.9% | 106,176 | $36.5M |
| Acorn Financial Advisory Services Inc. | 6.88% | Reduce -17.4% | 105,835 | $36.4M |
| One Day In July LLC | 4.84% | Add +12.0% | 105,807 | $36.4M |
| First Horizon Advisors, Inc. | 1.12% | Add +5.8% | 104,996 | $36.1M |
| American Investment Services, Inc. | 6.40% | Reduce -1.3% | 104,885 | $36.1M |
| Gleason Group, Inc. | 7.54% | Reduce -0.4% | 104,858 | $36.1M |
| Wolff Financial Management LLC | 10.50% | Add +0.4% | 104,614 | $36.0M |
| Exencial Wealth Advisors, LLC | 1.34% | Add +3.1% | 104,295 | $35.9M |
| Arax Advisory Partners | 3.77% | Add +1.7% | 103,962 | $35.8M |
| Cahill Financial Advisors Inc. | 4.88% | Add +1.5% | 103,930 | $35.8M |
| Strategic Blueprint, LLC | 2.52% | Add +11.1% | 103,224 | $35.5M |
| Golden Road Advisors LLC | 29.32% | Add +4.3% | 102,540 | $35.3M |
| Axiom Advisory, LLC | 25.94% | Reduce -0.2% | 102,405 | $35.2M |
| Summit Financial Wealth Advisors, LLC | 7.08% | Reduce -15.3% | 101,520 | $34.9M |
| Townsquare Capital LLC | 0.51% | Add +100.6% | 101,490 | $34.9M |
| Benchmark Wealth Management, LLC | 19.02% | Reduce -0.6% | 101,364 | $34.9M |
| Jacobsen Capital Management | 16.18% | Reduce -0.2% | 101,332 | $34.9M |
| Bokf, NA | 0.63% | Add +19.4% | 101,276 | $34.9M |
| Scott Capital Advisors, LLC | 10.58% | Add +4.2% | 101,407 | $34.8M |
| Ocean Park Asset Management, LLC | 1.62% | Add +29.5% | 99,764 | $34.3M |
| Global Strategic Investment Solutions, LLC | 3.99% | Reduce -1.4% | 99,038 | $34.1M |
| Archford Capital Strategies, LLC | 5.68% | Reduce -4.2% | 98,348 | $33.9M |
| Advisory Services Network, LLC | 0.75% | Add +2.0% | 98,283 | $33.8M |
| DAVENPORT & Co LLC | 0.21% | Add +5.3% | 98,239 | $33.8M |
| Certified Advisory Corp | 4.69% | Add +0.2% | 97,482 | $33.6M |
| MAI Capital Management | 0.35% | Add +97.6% | 96,720 | $33.3M |
| Nwam LLC | 2.68% | Reduce -2.4% | 96,456 | $33.2M |
| Bishop & Co Investment Management, LLC | 13.71% | Add +33.9% | 96,260 | $33.1M |
| Vantagepoint Investment Advisers LLC | 5.46% | Reduce -29.5% | 95,790 | $33.0M |
| Cresset Asset Management, LLC | 0.16% | Add +5.0% | 95,242 | $32.8M |
| PFG Advisors | 2.38% | Add +1.3% | 94,505 | $32.5M |
| Cornerstone Wealth Advisors, Inc. | 9.99% | Reduce -2.3% | 94,278 | $32.5M |
| Old Mission Investment Co LLC | 10.69% | Reduce -8.5% | 92,930 | $32.0M |
| Franklin Resources Inc. | 0.01% | Add +4.0% | 92,234 | $31.7M |
| Focus Partners Wealth | 0.26% | Reduce -4.7% | 91,427 | $31.5M |
| Chaney Capital Management, Inc. | 25.25% | Add +2.0% | 91,297 | $31.4M |
| Bromfield Sneider Wealth Advisors | 19.36% | Reduce -2.3% | 91,046 | $31.3M |
| Legacies Wealth LLC | 27.58% | Reduce -2.3% | 90,559 | $31.2M |
| Silvercrest Asset Management Group LLC | 0.21% | Reduce -13.6% | 90,329 | $31.1M |
| GenWealth Group, Inc. | 7.74% | Reduce -5.2% | 89,229 | $30.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3.57% | Reduce -39.5% | 87,648 | $30.2M |
| Grey Fox Wealth Advisors, LLC | 11.29% | Add +5.4% | 87,261 | $30.0M |
| Schechter Investment Advisors, LLC | 2.25% | Reduce -1.4% | 87,254 | $30.0M |
| Dakota Wealth Management | 0.75% | Add +531.1% | 87,060 | $30.0M |
| Ieq Capital, LLC | 0.43% | Reduce -1.2% | 86,846 | $29.9M |
| Financial Advocates Investment Management | 1.72% | Reduce -1.4% | 86,255 | $29.7M |
| Evergreen Capital Management LLC | 1.11% | Add +1.3% | 85,164 | $29.3M |
| B&D White Capital Company, LLC | 6.49% | Reduce -24.2% | 84,818 | $29.2M |
| Robertson Stephens Wealth Management, LLC | 1.58% | Reduce -9.9% | 83,521 | $28.7M |
| Mainsail Asset Management, LLC | 23.21% | Add +7.3% | 82,821 | $28.5M |
| TD Capital Management LLC | 3.00% | Reduce -0.8% | 81,839 | $28.2M |
| LVW Advisors, LLC | 4.74% | Reduce -9.1% | 81,392 | $28.0M |
| Financial Planning & Information Services, Inc. | 4.19% | Reduce -4.9% | 80,980 | $27.9M |
| TD Private Client Wealth LLC | 0.91% | Reduce -4.1% | 80,273 | $27.6M |
| Aire Advisors, LLC | 6.21% | Reduce -1.7% | 79,898 | $27.5M |
| Blankinship & Foster, LLC | 7.16% | Add +1.4% | 79,425 | $27.3M |
| Anderson Hoagland & Co. | 3.03% | Add +4.8% | 79,201 | $27.0M |
| Parker Financial LLC | 15.29% | Reduce -5.1% | 77,946 | $26.8M |
| GoalVest Advisory LLC | 8.94% | Add +11.0% | 77,851 | $26.8M |
| R. W. Roge & Company, Inc. | 16.07% | Add +1.3% | 77,569 | $26.7M |
| Mesirow Financial Investment Management, Inc. | 0.60% | Add +9.3% | 76,159 | $26.2M |
| Wealthspan Partners, LLC | 15.30% | Add +2.8% | 75,431 | $26.0M |
| Tobias Financial Advisors, Inc. | 5.85% | Reduce -2.0% | 74,977 | $25.8M |
| DeDora Capital, Inc. | 8.21% | Reduce -0.2% | 74,904 | $25.8M |
| Foundations Investment Advisors, LLC | 0.67% | Add +26.6% | 74,334 | $25.6M |
| Legacy Financial Group, Inc. | 9.94% | Add +4.2% | 73,330 | $25.2M |
| Financial Advisory Partners, LLC | 9.73% | Reduce -17.7% | 73,191 | $25.2M |
| Evolution Advisers, Inc. | 14.81% | Reduce -0.9% | 72,878 | $25.1M |
| Whitegate Investment Counselors, Inc. | 7.05% | Reduce -0.0% | 72,745 | $25.0M |
| Capital Wealth Management, LLC | 11.95% | Reduce -5.3% | 72,497 | $25.0M |
| Fifth Third Securities, Inc. | 2.40% | Reduce -1.6% | 71,910 | $24.8M |
| Towerpoint Wealth, LLC | 12.34% | Reduce -0.8% | 71,393 | $24.6M |
| Lincoln National Corp. | 0.38% | Add +7.1% | 71,084 | $24.5M |
| Advisors Capital Management, LLC | 0.45% | Add +20.8% | 71,083 | $24.5M |
| AE Wealth Management LLC | 0.27% | Reduce -85.8% | 70,651 | $24.3M |
| JNBA Financial Advisors | 2.54% | Add +52.2% | 70,202 | $24.2M |
| CoreCap Advisors, LLC | 1.28% | Add +32.1% | 70,048 | $24.1M |
| Beacon Capital Management, LLC | 4.94% | Add +37.1% | 69,990 | $24.1M |
| Rise Advisors, LLC | 12.78% | Add +84.2% | 69,680 | $24.0M |
| Stratos Wealth Advisors, LLC | 1.42% | Add +0.9% | 69,596 | $24.0M |
| Cambridge Capital Management, LLC | 18.75% | Reduce -0.3% | 69,567 | $23.9M |
| Sandbox Financial Partners, LLC | 9.99% | Add +6.0% | 69,082 | $23.8M |
| Duncan Williams Asset Management, LLC | 21.42% | — | 69,073 | $23.8M |
| J.W. Cole Advisors, Inc. | 1.20% | Add +23.4% | 68,815 | $23.7M |
| Ellis Investment Partners, LLC | 5.11% | Reduce -0.6% | 68,271 | $23.5M |
| Great Valley Advisor Group, Inc. | 0.71% | Add +3.1% | 68,126 | $23.4M |
| Hill Island Financial LLC | 7.68% | Reduce -5.5% | 67,567 | $23.3M |
| Hiley Hunt Wealth Management | 15.11% | Add +0.4% | 66,997 | $23.1M |
| Procyon Advisors, LLC | 1.77% | Reduce -5.4% | 66,508 | $22.9M |
| Cannon Financial Strategists, Inc. | 4.46% | Reduce -1.1% | 65,959 | $22.7M |
| Towneley Capital Management, Inc / DE | 5.57% | Reduce -3.3% | 65,845 | $22.7M |
| Cary Street Partners Asset Management LLC | 3.51% | Add +40.1% | 65,736 | $22.6M |
| Beaumont Financial Advisors, LLC | 1.84% | Reduce -2.4% | 64,929 | $22.3M |
| Warner Financial, Inc. | 11.18% | Add +0.3% | 64,837 | $22.3M |
| Acorn Creek Capital LLC | 14.00% | Add +1.5% | 64,457 | $22.2M |
| Prime Capital Investment Advisors, LLC | 0.31% | Reduce -5.5% | 63,721 | $21.9M |
| Forvis Mazars Wealth Advisors, LLC | 0.56% | Reduce -0.9% | 63,659 | $21.9M |
| First Pacific Financial | 6.12% | Reduce -0.1% | 63,644 | $21.9M |
| Websterrogers Financial Advisors, LLC | 7.70% | Add +103.3% | 62,870 | $21.6M |
| HB Wealth Management, LLC | 0.27% | Reduce -3.0% | 62,760 | $21.6M |
| Yeomans Consulting Group, Inc. | 9.35% | Add +35.9% | 62,015 | $21.3M |
| Integrated Wealth Concepts LLC | 0.31% | Add +10.2% | 61,711 | $21.2M |
| Berkshire Money Management, Inc. | 2.55% | Reduce -1.1% | 61,470 | $21.2M |
| Mgo One Seven LLC | 1.10% | Add +1.9% | 61,443 | $21.1M |
| Lake Street Private Wealth, LLC | 2.93% | Add +32.1% | 61,380 | $21.1M |
| Privium Fund Management (UK) Ltd | 10.47% | New | 61,278 | $21.1M |
| Stratos Investment Management, LLC | 2.05% | Reduce -3.3% | 61,135 | $21.0M |
| Bay Harbor Wealth Management, LLC | 7.52% | Reduce -12.5% | 60,862 | $20.9M |
| Aspire Private Capital, LLC | 5.51% | Add +0.5% | 60,775 | $20.9M |
| Members Trust Co | 0.62% | Reduce -5.2% | 60,402 | $20.8M |
| FWG Holdings, LLC | 11.11% | Add +12.2% | 60,241 | $20.7M |
| Mitchell McLeod Pugh & Williams Inc. | 4.98% | Add +2.4% | 60,093 | $20.7M |
| Prospera Financial Services Inc | 0.62% | Reduce -8.5% | 59,973 | $20.7M |
| Bragg Financial Advisors, Inc | 0.92% | Reduce -3.8% | 59,800 | $20.6M |
| Clayton Financial Group LLC | 9.35% | Add +5.7% | 59,742 | $20.6M |
| Falcon Wealth Planning | 3.25% | Reduce -41.8% | 59,620 | $20.5M |
| Taylor Financial Group, Inc. | 15.62% | Reduce -0.3% | 59,595 | $20.5M |
| Global Retirement Partners, LLC | 0.76% | Reduce -2.8% | 59,467 | $20.5M |
| Everett Harris & Co. | 0.27% | Add +4.3% | 59,305 | $20.4M |
| Noble Family Wealth, LLC | 5.80% | Reduce -8.9% | 59,197 | $20.4M |
| Waterford Advisors, LLC | 8.63% | Add +2.6% | 59,073 | $20.3M |
| VestGen Investment Management | 6.17% | Reduce -3.2% | 59,012 | $20.3M |
| Wealthfront Advisers LLC | 0.07% | Add +31.2% | 58,857 | $20.3M |
| Hoylecohen, LLC | 1.54% | Add +18.3% | 58,751 | $20.2M |
| Meeder Asset Management Inc. | 1.28% | Add +3.0% | 58,740 | $20.2M |
| Stephen J. Garry & Associates, LLC | 20.88% | Add +3.0% | 58,629 | $20.2M |
| Barings LLC | 0.51% | New | 58,371 | $20.1M |
| Salomon & Ludwin, LLC | 1.72% | Reduce -4.0% | 57,935 | $19.9M |
| Brown Wealth Management, LLC | 8.23% | Add +119.0% | 57,821 | $19.9M |
| Advisory Alpha, LLC | 0.81% | Reduce -8.1% | 57,621 | $19.8M |
| Moneco Advisors, LLC | 3.12% | Add +5.6% | 57,014 | $19.6M |
| Tritonpoint Wealth, LLC | 2.05% | Add +2.1% | 66,623 | $19.6M |
| Newton One Investments LLC | 8.48% | Add +1.8% | 56,045 | $19.3M |
| Regent Peak Wealth Advisors LLC | 4.88% | Reduce -2.9% | 55,758 | $19.2M |
| SPC Financial, Inc. | 1.79% | Reduce -2.8% | 55,357 | $19.1M |
| Arcadia Wealth Management, LLC | 11.64% | Add +8.9% | 54,995 | $18.9M |
| Veery Capital, LLC | 7.75% | Reduce -1.1% | 54,978 | $18.9M |
| Onyx Bridge Wealth Group LLC | 3.35% | Reduce -20.6% | 56,027 | $18.8M |
| Marino, Stram & Associates LLC | 4.44% | Add +1.4% | 54,440 | $18.7M |
| Oppenheimer & Co. Inc. | 0.31% | Reduce -6.2% | 54,361 | $18.7M |
| Axxcess Wealth Management, LLC | 0.53% | Add +0.5% | 54,313 | $18.7M |
| Associated Banc-Corp | 0.59% | Reduce -3.3% | 54,307 | $18.7M |
| Petix & Botte Co | 4.64% | Add +94.9% | 54,273 | $18.7M |
| Joel Isaacson & Co., LLC | 1.01% | Add +9.2% | 53,737 | $18.5M |
| Commerce Bank | 0.12% | Add +1.4% | 53,352 | $18.4M |
| Market Street Wealth Management Advisors LLC | 3.18% | Add +9.0% | 52,544 | $18.1M |
| Sovereign Financial Group, Inc. | 4.80% | Add +4.8% | 52,534 | $18.1M |
| Kohmann Bosshard Financial Services, LLC | 2.52% | Add +0.1% | 52,516 | $18.1M |
| Etfidea, LLC | 6.13% | Reduce -0.1% | 52,267 | $18.0M |
| Brown Advisory Inc. | 0.02% | Reduce -25.3% | 52,050 | $17.9M |
| M&T Bank Corp | 0.06% | Add +34.6% | 50,695 | $17.4M |
| Signet Financial Management, LLC | 2.40% | Reduce -3.3% | 50,681 | $17.4M |
| IFP Advisors, Inc | 0.76% | Add +1.6% | 50,418 | $17.4M |
| IVC Wealth Advisors LLC | 9.94% | Add +0.1% | 50,058 | $17.2M |
| Tenret Co LLC | 12.15% | Add +3.6% | 50,027 | $17.2M |
| Financial Insights, Inc. | 4.94% | Reduce -2.5% | 49,923 | $17.2M |
| Retirement Planning Group, LLC | 1.31% | Add +274.8% | 49,868 | $17.2M |
| Regal Investment Advisors LLC | 1.17% | Reduce -2.2% | 49,646 | $17.1M |
| IAG Wealth Partners, LLC | 3.66% | Reduce -3.0% | 49,543 | $17.1M |
| Concurrent Investment Advisors, LLC | 0.69% | Add +11.6% | 49,375 | $17.0M |
| Sowell Financial Services LLC | 0.80% | Add +0.7% | 49,204 | $16.9M |
| Guardian Capital Advisors LP | 1.82% | Add +73.1% | 50,900 | $16.9M |
| Legacy Edge Advisors, LLC | 3.51% | Reduce -13.2% | 48,987 | $16.9M |
| Francis Financial, Inc. | 5.44% | Add +5.5% | 48,819 | $16.8M |
| Heartwood Wealth Advisors LLC | 2.07% | Reduce -21.4% | 48,744 | $16.8M |
| Tilson Financial Group, Inc. | 9.01% | Add +36.3% | 48,729 | $16.8M |
| Quotient Wealth Partners, LLC | 0.60% | Reduce -41.8% | 48,684 | $16.8M |
| Neuberger Berman Group LLC | 0.01% | Reduce -1.3% | 48,444 | $16.7M |
| Milestone Investment Advisors LLC | 4.45% | Reduce -0.1% | 47,945 | $16.5M |
| Baron Silver Stevens Financial Advisors, LLC | 3.18% | Reduce -1.9% | 47,459 | $16.3M |
| Roof Eidam Maycock Peralta, LLC | 4.46% | Add +3.9% | 47,175 | $16.2M |
| Gray Wealth Management Inc. | 7.22% | Add +6.2% | 47,000 | $16.2M |
| Platte River Wealth Advisors, LLC | 4.60% | Add +10.9% | 46,935 | $16.2M |
| Manchester Capital Management LLC | 1.99% | Add +0.8% | 46,775 | $16.1M |
| Prosperity Planning, Inc. | 7.65% | Add +1.6% | 45,855 | $15.8M |
| Wealth Alliance Advisory Group, LLC | 3.62% | Reduce -0.3% | 45,307 | $15.6M |
| Destiny Wealth Partners, LLC | 2.79% | Reduce -12.6% | 45,156 | $15.5M |
| Cutler Investment Counsel LLC | 2.05% | Add +71.1% | 44,417 | $15.3M |
| Dagco, Inc. | 6.90% | Add +2355.5% | 44,051 | $15.2M |
| Mutual Advisors, LLC | 0.48% | Reduce -13.6% | 43,866 | $15.1M |
| First Heartland Consultants, Inc. | 1.56% | Add +34.6% | 43,633 | $15.0M |
| Silicon Valley Capital Partners | 2.24% | Reduce -1.4% | 43,621 | $15.0M |
| Dominguez Wealth Management Solutions, Inc. | 11.71% | Add +2.2% | 43,208 | $14.9M |
| BLB&B Advisors, LLC | 0.84% | Reduce -2.6% | 43,175 | $14.9M |
| McAlister, Sweet & Associates, Inc. | 11.64% | Add +26.6% | 43,051 | $14.8M |
| Investment Advisory Group, LLC | 6.12% | Add +0.6% | 43,019 | $14.8M |
| Black Diamond Financial, LLC | 3.98% | No change | 47,407 | $14.7M |
| Hartline Investment Corp./ | 2.58% | New | 42,600 | $14.7M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2.58% | Add +6.3% | 42,600 | $14.7M |
| Advantage Trust Co | 10.79% | Add +0.5% | 42,532 | $14.6M |
| Harbour Investments, Inc. | 0.51% | Add +4.5% | 42,100 | $14.5M |
| Cassady Schiller Wealth Management, LLC | 6.47% | Add +10.2% | 42,073 | $14.5M |
| Robinswood Financial LLC | 6.12% | Reduce -8.1% | 41,626 | $14.3M |
| Mechanics Bank Trust Department | 2.10% | Reduce -4.8% | 41,555 | $14.3M |
| Arete Wealth Advisors, LLC | 1.32% | Reduce -0.5% | 41,528 | $14.3M |
| CIBC Private Wealth Group LLC | 0.03% | Reduce -1.6% | 41,493 | $14.3M |
| Delta Financial Group, Inc. | 4.17% | Add +0.2% | 41,124 | $14.2M |
| FC Advisory LLC | 5.19% | Add +0.3% | 40,923 | $14.1M |
| Kennicott Capital Management LLC | 6.23% | Reduce -0.5% | 40,897 | $14.1M |
| RFG Advisory, LLC | 0.48% | Reduce -8.4% | 40,845 | $14.1M |
| Keeler & Nadler Financial Planning & Wealth Management | 8.42% | Reduce -0.1% | 40,731 | $14.0M |
| Stratos Wealth Partners, LTD. | 0.23% | Add +2.4% | 40,640 | $14.0M |
| Peterson Wealth Services | 5.09% | Reduce -7.5% | 40,590 | $14.0M |
| Planning Alternatives Ltd. | 2.29% | Reduce -1.8% | 40,533 | $14.0M |
| Pinion Investment Advisors, LLC | 7.21% | Add +16.1% | 40,383 | $13.9M |
| Topel & Distasi Wealth Management, LLC | 6.13% | Reduce -14.2% | 40,296 | $13.9M |
| Horizon Family Wealth, Inc. | 10.68% | Reduce -5.0% | 40,240 | $13.9M |
| CX Institutional | 0.66% | Add +246.9% | 39,965 | $13.8M |
| REAP Financial Group, LLC | 3.73% | Add +5.9% | 39,449 | $13.6M |
| Ameritas Advisory Services, LLC | 0.56% | Reduce -36.0% | 39,823 | $13.5M |
| DDFG, Inc | 4.28% | Reduce -2.0% | 39,142 | $13.5M |
| Great Diamond Partners, LLC | 3.09% | Reduce -1.5% | 39,125 | $13.5M |
| Olistico Wealth, LLC | 9.58% | Add +2.6% | 38,546 | $13.3M |
| Scotia Capital Inc. | 0.08% | Reduce -29.7% | 38,498 | $13.3M |
| NewEdge Wealth, LLC | 0.30% | Add +5.1% | 39,731 | $13.2M |
| Quadrature Capital Ltd | 0.22% | New | 37,984 | $13.1M |
| Lokken Investment Group LLC | 6.50% | Add +6.7% | 37,916 | $13.1M |
| Rodgers & Associates, LTD | 1.64% | Reduce -6.7% | 37,026 | $12.7M |
| Safir Wealth Advisors, LLC | 10.45% | Reduce -1.9% | 37,005 | $12.7M |
| Cora Capital Advisors LLC | 6.78% | Add +2.4% | 36,889 | $12.7M |
| Ascent Group, LLC | 1.12% | Add +0.3% | 36,863 | $12.7M |
| Leeward Financial Partners, LLC | 5.36% | Reduce -0.1% | 36,844 | $12.7M |
| Stage Harbor Financial, LLC | 11.49% | Add +3.9% | 36,722 | $12.6M |
| Gill Capital Partners, LLC | 5.10% | Add +11.4% | 38,286 | $12.6M |
| LaSalle St. Investment Advisors, LLC | 7.09% | Add +4.5% | 36,666 | $12.6M |
| Koshinski Asset Management, Inc. | 1.29% | Add +26.2% | 36,619 | $12.6M |
| BTC Capital Management, Inc. | 1.14% | — | 36,312 | $12.5M |
| Capital Analysts, LLC | 0.58% | Add +8.8% | 36,309 | $12.5M |
| Waypoint Capital Advisors, LLC | 3.27% | Add +26.3% | 36,284 | $12.5M |
| Buckingham Strategic Wealth, LLC | 0.13% | Add +8.2% | 36,112 | $12.4M |
| Leonard Rickey Investment Advisors P.L.L.C. | 3.21% | Reduce -4.0% | 36,053 | $12.4M |
| Financial Counselors Inc. | 0.21% | Add +0.2% | 35,956 | $12.4M |
| AdvisorNet Financial, Inc | 1.19% | Reduce -31.5% | 35,955 | $12.4M |
| AlphaStar Capital Management, LLC | 1.27% | Reduce -0.8% | 35,938 | $12.4M |
| Howard Wealth Management, LLC | 9.95% | Add +0.1% | 35,548 | $12.2M |
| Bristlecone Advisors, LLC | 1.07% | Add +0.8% | 35,489 | $12.2M |
| Snowden Capital Advisors LLC | 0.38% | Add +8.0% | 35,350 | $12.2M |
| 25 LLC | 5.95% | Reduce -0.8% | 35,320 | $12.2M |
| Flagship Harbor Advisors, LLC | 0.78% | Reduce -5.8% | 35,288 | $12.1M |
| Concourse Financial Group Securities, Inc. | 0.78% | Reduce -5.9% | 35,039 | $12.1M |
| Gemmer Asset Management LLC | 1.40% | Add +0.4% | 34,992 | $12.0M |
| Cedrus LLC | 6.56% | Add +4.3% | 34,900 | $12.0M |
| Focus Partners Advisor Solutions, LLC | 0.34% | Add +309.7% | 34,674 | $11.9M |
| Addison Advisors LLC | 4.09% | Add +3.1% | 34,527 | $11.9M |
| PFG Investments, LLC | 0.72% | Add +313.6% | 34,416 | $11.8M |
| Hurlow Wealth Management Group, Inc. | 4.18% | Reduce -0.9% | 34,381 | $11.8M |
| BW Gestao de Investimentos Ltda. | 1.06% | Add +469.5% | 34,225 | $11.8M |
| Clarius Group, LLC | 0.81% | Add +5.6% | 34,175 | $11.8M |
| National Bank of Canada | 0.02% | Reduce -69.9% | 33,959 | $11.7M |
| Cyndeo Wealth Partners, LLC | 0.96% | Reduce -12.2% | 33,515 | $11.5M |
| Matrix Private Capital Group LLC | 7.75% | Add +0.9% | 33,251 | $11.4M |
| QRG Capital Management, Inc. | 0.15% | Reduce -1.6% | 33,249 | $11.4M |
| Synovus Financial Corp. | 0.15% | Add +3.8% | 32,957 | $11.4M |
| Oak Root LLC | 1.51% | Add +17.4% | 32,831 | $11.3M |
| UMB Bank, n.a. | 0.18% | Add +3.5% | 32,610 | $11.2M |
| Aptus Capital Advisors, LLC | 0.24% | Add +14.7% | 32,571 | $11.2M |
| Fisher Asset Management | 0.01% | Reduce -12.0% | 32,133 | $11.1M |
| Worth Asset Management, LLC | 6.75% | Add +99.1% | 31,891 | $11.0M |
| Westwood Holdings Group Inc. | 0.09% | Add +8.8% | 31,683 | $10.9M |
| Marshall Financial Group Inc. | 3.58% | Reduce -1.9% | 31,534 | $10.9M |
| Nations Financial Group Inc, /Ia/ | 0.91% | Reduce -3.4% | 31,534 | $10.9M |
| Perigon Wealth Management, LLC | 0.33% | Add +44.3% | 31,386 | $10.8M |
| Aries Wealth Management | 3.46% | Add +6.8% | 31,171 | $10.7M |
| Capital Advisors, Ltd. LLC | 1.40% | Reduce -0.0% | 31,095 | $10.7M |
| JMG Financial Group, Ltd. | 0.41% | Reduce -0.7% | 31,091 | $10.7M |
| StoneX Group Inc. | 0.96% | Reduce -6.2% | 31,069 | $10.7M |
| Romano Brothers and Company | 1.46% | Add +2.7% | 31,038 | $10.7M |
| Semmax Financial Advisors Inc. | 3.51% | Add +10.0% | 31,015 | $10.7M |
| Thrive Wealth Management, LLC | 2.20% | Reduce -4.4% | 30,912 | $10.6M |
| Lindbrook Capital, LLC | 0.99% | Reduce -4.7% | 30,862 | $10.6M |
| Berger Financial Group, Inc | 0.87% | Reduce -2.3% | 30,852 | $10.6M |
| Baltimore-Washington Financial Advisors, Inc. | 0.67% | Add +6.4% | 30,746 | $10.6M |
| Elevated Capital Advisors, LLC | 3.00% | Add +3.2% | 30,430 | $10.5M |
| Beacon Financial Group | 1.20% | Add +50.9% | 30,353 | $10.4M |
| Howard Capital Management, LLC | 1.14% | Add +4.9% | 30,327 | $10.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Reduce -5.3% | 30,100 | $10.4M |
| MCF Advisors LLC | 0.80% | Add +0.3% | 30,056 | $10.3M |
| NORTHSTAR ASSET MANAGEMENT Co | 2.53% | Add +19.1% | 29,870 | $10.3M |
| Cranbrook Wealth Management, LLC | 2.58% | Reduce -1.2% | 29,633 | $10.2M |
| Agf Management Ltd. | 0.06% | Add +1.9% | 29,479 | $10.1M |
| Kraft, Davis & Associates, LLC | 3.02% | Reduce -5.0% | 29,227 | $10.0M |
| SWP Financial LLC | 6.95% | Reduce -1.2% | 28,974 | $9.9M |
| Copperwynd Financial, LLC | 3.51% | Add +1.5% | 28,315 | $9.7M |
| Citizens Financial Group Inc. | 0.33% | Add +0.7% | 28,302 | $9.7M |
| CW Advisors, LLC | 0.17% | Reduce -3.1% | 28,165 | $9.7M |
| Everhart Financial Group, Inc. | 2.82% | Add +10.5% | 28,102 | $9.7M |
| VeraBank, N.A. | 3.01% | Add +6.4% | 28,035 | $9.6M |
| Financial Life Advisors | 4.03% | Reduce -1.0% | 28,022 | $9.6M |
| SCS Capital Management LLC | 0.20% | Add +0.7% | 28,005 | $9.6M |
| Harbor Investment Advisory, LLC | 1.00% | Add +1.0% | 27,816 | $9.6M |
| Founders Financial Securities LLC | 1.00% | Add +65.7% | 27,757 | $9.6M |
| Sandy Spring Bank | 0.44% | Add +14.3% | 27,751 | $9.6M |
| Smith & Howard Wealth Management, LLC | 2.95% | Reduce -6.0% | 27,703 | $9.5M |
| First National Bank of Omaha | 0.65% | Reduce -1.1% | 25,708 | $9.5M |
| Integrity Wealth Solutions LLC | 6.20% | Reduce -2.3% | 27,574 | $9.5M |
| Hubbell Strickland Wealth Management, LLC | 4.79% | Add +1.5% | 27,489 | $9.5M |
| Hohimer Wealth Management, LLC | 2.21% | Reduce -13.5% | 27,367 | $9.4M |
| Horizon Bancorp Inc. | 4.48% | Add +13.8% | 27,323 | $9.4M |
| Krilogy Financial LLC | 0.72% | Reduce -2.2% | 27,304 | $9.4M |
| Bluespring Wealth Management, LLC | 1.02% | Reduce -3.5% | 27,094 | $9.3M |
| N.E.W. Advisory Services LLC | 1.03% | Add +1.4% | 27,076 | $9.3M |
| Texas Yale Capital Corp. | 0.41% | Add +2.5% | 27,026 | $9.3M |
| O'Brien Wealth Partners LLC | 2.13% | Add +98.5% | 26,740 | $9.2M |
| Kathmere Capital Management, LLC | 1.05% | Add +8.8% | 26,721 | $9.2M |
| NWF Advisory Services Inc. | 1.54% | Reduce -1.2% | 26,719 | $9.2M |
| Kingsview Wealth Management, LLC | 0.23% | Reduce -15.3% | 26,674 | $9.2M |
| Prostatis Group LLC | 3.47% | Reduce -11.8% | 26,556 | $9.1M |
| Ironsides Asset Advisors, LLC | 3.13% | Add +0.1% | 26,552 | $9.1M |
| IHT Wealth Management, LLC | 0.37% | Add +3.0% | 26,475 | $9.1M |
| Segment Wealth Management, LLC | 0.68% | No change | 25,926 | $8.9M |
| Hofer & Associates. Inc | 7.50% | Add +1.0% | 25,876 | $8.9M |
| Abich Financial Wealth Management LLC | 6.86% | Add +56.9% | 25,807 | $8.9M |
| Latigo Investments, LLC | 4.54% | No change | 25,713 | $8.9M |
| Consolidated Portfolio Review Corp | 2.32% | Reduce -9.8% | 25,685 | $8.8M |
| Bath Savings Trust Co | 0.94% | Add +1.5% | 25,657 | $8.8M |
| Clark Financial Services Group Inc. | 10.58% | Add +0.4% | 25,516 | $8.8M |
| Impact Partnership Wealth, LLC | 3.47% | Reduce -7.0% | 25,461 | $8.8M |
| Washington Trust Advisors, Inc. | 0.80% | Reduce -4.4% | 25,453 | $8.8M |
| Nabity-Jensen Investment Management Inc | 7.19% | Reduce -0.8% | 25,383 | $8.7M |
| Von Berge Wealth Management Group, LLC | 5.61% | Add +7.6% | 25,313 | $8.7M |
| Fusion Capital, LLC | 3.97% | Reduce -3.7% | 25,237 | $8.7M |
| Csenge Advisory Group | 0.49% | Add +41.3% | 25,185 | $8.7M |
| Obsidian Cio, LLC | 2.10% | Add +4.0% | 24,829 | $8.5M |
| O'shaughnessy Asset Management, LLC | 0.09% | Add +30.5% | 24,740 | $8.5M |
| SVB Wealth LLC | 0.19% | Reduce -16.5% | 24,668 | $8.5M |
| Windham Capital Management, LLC | 6.60% | Reduce -5.6% | 24,362 | $8.4M |
| Cornerstone Wealth Management, LLC | 0.68% | Reduce -2.3% | 24,360 | $8.4M |
| Wellspring Financial Advisors, LLC | 1.32% | Reduce -0.1% | 944,784 | $8.4M |
| Prestige Wealth Management Group LLC | 1.79% | Reduce -53.5% | 24,140 | $8.3M |
| Kathleen S. Wright Associates Inc. | 3.91% | Add +8.7% | 24,089 | $8.3M |
| Angeles Investment Advisors, LLC | 0.44% | Add +59.8% | 23,975 | $8.3M |
| IFG Advisory, LLC | 0.62% | Add +0.5% | 23,964 | $8.2M |
| Independent Financial Group, LLC | 0.38% | Add +2.9% | 23,903 | $8.2M |
| Ogorek Anthony Joseph /NY/ | 2.85% | Reduce -0.0% | 23,804 | $8.2M |
| Acropolis Investment Management, LLC | 0.53% | Add +9.1% | 23,634 | $8.1M |
| Wealthspire Retirement, LLC | 0.70% | Reduce -1.7% | 23,435 | $8.1M |
| RCS Financial Planning, LLC | 4.96% | Add +413.9% | 23,432 | $8.1M |
| Jackson Wealth Management, LLC | 1.01% | Reduce -20.0% | 23,416 | $8.1M |
| Novak & Powell Financial Services, Inc. | 5.98% | Add +23.9% | 34,611 | $8.0M |
| Raymond James Trust N.A. | 0.19% | Add +0.9% | 23,223 | $8.0M |
| Mathes Company, Inc. | 3.02% | No change | 23,220 | $8.0M |
| First United Bank & Trust | 2.93% | Reduce -3.6% | 23,022 | $7.9M |
| Edmonds Duncan Registered Investment Advisors, LLC | 1.99% | Add +1.0% | 23,000 | $7.9M |
| Werba Rubin Papier Wealth Management | 2.29% | Add +2743.8% | 22,978 | $7.9M |
| Verdence Capital Advisors LLC | 0.72% | Add +2.3% | 22,916 | $7.9M |
| Simplicity Wealth,LLC | 0.19% | New | 22,782 | $7.8M |
| Hilltop Holdings Inc. | 0.87% | Reduce -18.2% | 22,688 | $7.8M |
| Clearwater Capital Advisors, LLC | 0.83% | Reduce -4.0% | 22,667 | $7.8M |
| ERn Financial, LLC | 1.35% | Reduce -0.3% | 22,645 | $7.8M |
| Mayfair Advisory Group, LLC | 5.62% | Add +13.9% | 22,508 | $7.7M |
| Savant Capital, LLC | 0.09% | Add +33.5% | 22,271 | $7.7M |
| Gotham Asset Management | 0.12% | Add +21.2% | 22,222 | $7.6M |
| Dravo Bay LLC | 4.55% | Add +2.3% | 22,198 | $7.6M |
| Riversedge Advisors, LLC | 1.88% | Reduce -0.7% | 22,131 | $7.6M |
| Marcum Wealth, LLC | 0.77% | Reduce -3.4% | 22,083 | $7.6M |
| Intergy Private Wealth, LLC | 3.12% | Reduce -2.2% | 22,059 | $7.6M |
| Aveo Capital Partners, LLC | 0.83% | Reduce -2.7% | 22,360 | $7.6M |
| Financial Advisory Group | 1.34% | Reduce -4.9% | 22,015 | $7.6M |
| Signal Advisors Wealth, LLC | 1.88% | Add +6.7% | 21,981 | $7.6M |
| Laurel Wealth Advisors LLC | 1.30% | Reduce -2.7% | 21,912 | $7.5M |
| Watershed Private Wealth LLC | 3.33% | Add +1564.3% | 21,835 | $7.5M |
| Karpus Management, Inc. | 0.22% | Reduce -5.2% | 21,813 | $7.5M |
| Nicolet Advisory Services, LLC | 0.76% | Reduce -8.5% | 21,757 | $7.5M |
| MidAtlantic Capital Management, Inc. | 6.47% | Reduce -2.2% | 21,412 | $7.4M |
| Brio Consultants, LLC | 1.24% | Reduce -7.3% | 21,363 | $7.4M |
| Main Line Retirement Advisors, LLC | 5.76% | Add +6.0% | 21,303 | $7.3M |
| Yoder Wealth Management, Inc. | 4.77% | Reduce -2.8% | 21,258 | $7.3M |
| PCA Investment Advisory Services Inc. | 4.10% | Add +4.8% | 21,214 | $7.3M |
| OneDigital Investment Advisors LLC | 0.11% | Reduce -1.3% | 21,126 | $7.3M |
| Wells Financial Advisors INC | 4.91% | Add +0.6% | 20,962 | $7.2M |
| Leo Wealth, LLC | 0.73% | Add +3.4% | 20,723 | $7.1M |
| Wind River Trust Co | 2.60% | Reduce -1.4% | 20,723 | $7.1M |
| LongView Wealth Management | 2.83% | Add +3.7% | 20,721 | $7.1M |
| Hollencrest Capital Management | 0.33% | Add +0.1% | 20,696 | $7.1M |
| FDx Advisors, Inc. | 1.07% | Reduce -12.1% | 20,526 | $7.1M |
| Wescott Financial Advisory Group, LLC | 0.88% | Reduce -3.3% | 20,503 | $7.1M |
| Regions Financial Corp. | 0.05% | Add +6.8% | 20,500 | $7.1M |
| GW Henssler & Associates Ltd. | 0.41% | Add +10.8% | 20,262 | $7.0M |
| Bleakley Financial Group, LLC | 0.20% | Reduce -1.2% | 20,239 | $7.0M |
| Dentgroup LLC | 5.74% | Reduce -3.9% | 20,152 | $6.9M |
| Wilbanks Smith & Thomas Asset Management LLC | 0.19% | Add +0.8% | 20,129 | $6.9M |
| Simmons Bank | 0.51% | Add +0.6% | 19,862 | $6.8M |
| Riverview Capital Advisers, LLC | 2.35% | Add +0.8% | 19,828 | $6.8M |
| Angeles Wealth Management, LLC | 0.68% | Reduce -17.6% | 19,769 | $6.8M |
| McKinley Carter Wealth Services, Inc. | 0.45% | Reduce -2.3% | 19,631 | $6.8M |
| Geneos Wealth Management Inc. | 0.31% | Add +2.6% | 19,616 | $6.8M |
| Quaker Wealth Management, LLC | 2.75% | Reduce -5.0% | 19,614 | $6.8M |
| Cascade Wealth Advisors, Inc | 5.74% | — | 19,777 | $6.8M |
| AlTi Global, Inc. | 0.19% | Add +0.1% | 19,593 | $6.7M |
| Caprock Group, LLC | 0.38% | Reduce -0.1% | 19,456 | $6.7M |
| Visionary Wealth Advisors | 0.45% | Add +0.1% | 19,453 | $6.7M |
| Legacy PCG, LLC | 4.18% | Reduce -7.4% | 19,376 | $6.7M |
| Integral Investment Advisors, Inc. | 2.75% | Add +6.4% | 19,279 | $6.7M |
| Goodman Advisory Group, LLC | 2.10% | Reduce -50.4% | 19,271 | $6.6M |
| Osborne Partners Capital Management, LLC | 0.41% | Reduce -1.1% | 19,238 | $6.6M |
| Willis Johnson & Associates, Inc. | 0.57% | Reduce -10.7% | 19,210 | $6.6M |
| Cardiff Park Advisors, LLC | 0.62% | Add +3.9% | 19,034 | $6.6M |
| Defined Wealth Management, LLC | 4.65% | Reduce -0.2% | 18,805 | $6.5M |
| Arkadios Wealth Advisors | 0.50% | Reduce -3.8% | 18,699 | $6.4M |
| Ausdal Financial Partners, Inc. | 0.75% | Add +6.9% | 18,699 | $6.4M |
| Diversified Portfolios, Inc. | 0.90% | Add +0.7% | 18,649 | $6.4M |
| Kure Advisory, LLC | 5.48% | Reduce -5.4% | 18,640 | $6.4M |
| Horizon Investments, LLC | 0.17% | Add +137.7% | 18,317 | $6.3M |
| CWS Financial Advisors, LLC | 2.58% | Add +6.9% | 18,299 | $6.3M |
| Wealthcare Advisory Partners LLC | 0.21% | Add +5.8% | 18,204 | $6.3M |
| Madison Park Capital Advisors, LLC | 5.43% | Add +3.9% | 18,078 | $6.2M |
| Watts Gwilliam & Co., LLC | 1.91% | — | 17,901 | $6.2M |
| Disciplined Investments, LLC | 3.37% | Reduce -2.8% | 17,934 | $6.2M |
| EMC Capital Management | 3.64% | Add +3.1% | 17,809 | $6.1M |
| Perennial Investment Advisors, LLC | 0.93% | Add +1.4% | 17,682 | $6.1M |
| Register Financial Advisors LLC | 3.13% | Add +2.3% | 17,523 | $6.0M |
| Gladstone Institutional Advisory LLC | 0.33% | Add +1.9% | 17,498 | $6.0M |
| Pine Valley Investments Ltd Liability Co | 0.47% | Reduce -2.4% | 17,479 | $6.0M |
| Calton & Associates, Inc. | 2.91% | Reduce -3.6% | 17,361 | $6.0M |
| Kovack Advisors, Inc. | 0.72% | Reduce -13.5% | 17,219 | $5.9M |
| Vicus Capital | 0.54% | Reduce -37.1% | 17,173 | $5.9M |
| Hexagon Capital Partners LLC | 1.31% | Reduce -9.3% | 17,165 | $5.9M |
| Emerald Advisors, LLC | 1.05% | Reduce -1.6% | 17,145 | $5.9M |
| GC Wealth Management RIA, LLC | 1.18% | New | 17,106 | $5.9M |
| Rehmann Capital Advisory Group | 0.44% | Reduce -0.2% | 17,096 | $5.9M |
| HBK Sorce Advisory LLC | 0.21% | Reduce -10.2% | 17,068 | $5.9M |
| One Charles Private Wealth Services, LLC | 2.55% | Add +0.8% | 17,014 | $5.9M |
| Scott & Selber, Inc. | 1.99% | Reduce -0.1% | 16,957 | $5.8M |
| Fonville Wealth Management LLC | 2.56% | Add +1.9% | 16,809 | $5.8M |
| Lansing Street Advisors | 2.59% | Add +14.8% | 16,753 | $5.8M |
| Abbot Financial Management, Inc. | 3.17% | Add +1.0% | 16,700 | $5.7M |
| Spire Wealth Management | 0.11% | Add +1.9% | 16,694 | $5.7M |
| Northstar Group, Inc. | 1.17% | Reduce -0.1% | 16,667 | $5.7M |
| Brighton Jones LLC | 0.21% | Reduce -6.0% | 16,601 | $5.7M |
| MA Private Wealth | 1.14% | Reduce -1.1% | 16,269 | $5.6M |
| WESPAC Advisors SoCal, LLC | 1.46% | Add +6.9% | 16,224 | $5.6M |
| SOL Capital Management CO | 0.70% | Add +5.6% | 16,212 | $5.6M |
| Element Pointe Advisors, LLC | 1.43% | No change | 16,190 | $5.6M |
| Weinberger Asset Management, Inc | 2.67% | Reduce -3.5% | 16,079 | $5.5M |
| MSH Capital Advisors LLC | 1.94% | Reduce -9.0% | 16,070 | $5.5M |
| Advocacy Wealth Management, LLC | 0.48% | Add +44.5% | 16,060 | $5.5M |
| Johnson Investment Counsel Inc. | 0.06% | Add +12.5% | 15,951 | $5.5M |
| Dynamic Advisor Solutions LLC | 0.18% | Reduce -5.3% | 15,905 | $5.5M |
| Capital Planning Advisors, LLC | 0.96% | Reduce -0.7% | 15,804 | $5.4M |
| Sightline Wealth Advisors, LLC | 3.57% | Add +19.7% | 15,745 | $5.4M |
| Facet Wealth, Inc. | 0.18% | Add +18.7% | 15,760 | $5.4M |
| Insight Advisors, LLC/ PA | 1.05% | Add +0.1% | 15,667 | $5.4M |
| CGN Advisors LLC | 0.68% | Add +5.4% | 15,655 | $5.4M |
| Lido Advisors, LLC | 0.05% | Reduce -6.0% | 15,640 | $5.4M |
| Gallagher Fiduciary Advisors, LLC | 0.19% | Reduce -1.5% | 15,532 | $5.3M |
| Keystone Financial Group | 0.78% | Add +3.6% | 15,483 | $5.3M |
| Hengehold Capital Management LLC | 0.56% | Reduce -5.5% | 15,368 | $5.3M |
| Mustard Seed Financial, LLC | 5.25% | Add +4.6% | 15,278 | $5.3M |
| Creative Financial Designs Inc. | 0.50% | Reduce -1.4% | 15,272 | $5.3M |
| Richardson Financial Services Inc. | 3.68% | Add +59.4% | 15,140 | $5.2M |
| WealthShield Partners, LLC | 0.84% | Add +2.8% | 15,143 | $5.2M |
| Smith, Moore & Co. | 0.56% | Reduce -2.3% | 15,143 | $5.2M |
| Carnegie Investment Counsel | 0.16% | Reduce -1.1% | 15,087 | $5.2M |
| Estate Counselors, LLC | 0.59% | Reduce -88.4% | 15,028 | $5.2M |
| Continuum Wealth Advisors, LLC | 2.91% | New | 14,960 | $5.1M |
| Beacon Bridge Wealth Partners, LLC | 2.43% | Add +273.1% | 14,954 | $5.1M |
| Curran Financial Partners, LLC | 1.78% | Reduce -1.7% | 14,840 | $5.1M |
| Dopkins Wealth Management, LLC | 3.07% | Add +1.5% | 14,799 | $5.1M |
| Edge Capital Group, LLC | 0.25% | Add +3.4% | 14,774 | $5.1M |
| GPS Wealth Strategies Group, LLC | 0.82% | Add +13.2% | 14,731 | $5.1M |
| BNP Paribas Financial Markets | 0.01% | Add +22709.4% | 14,598 | $5.0M |
| GFS Advisors, LLC | 0.83% | Reduce -2.2% | 14,594 | $5.0M |
| Wedbush Securities Inc. | 0.19% | Add +7.3% | 14,587 | $5.0M |
| ICA Group Wealth Management, LLC | 1.01% | Reduce -0.6% | 14,585 | $5.0M |
| Culbertson A N & Co. Inc. | 0.86% | Reduce -1.8% | 14,558 | $5.0M |
| Twin Focus Capital Partners, LLC | 0.95% | Add +4.0% | 14,543 | $5.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.11% | Add +2.3% | 14,542 | $5.0M |
| Curi Capital, LLC | 0.12% | Add +8.3% | 14,538 | $5.0M |
| Sigma Planning Corp | 0.16% | Add +241.3% | 14,453 | $5.0M |
| Cohen Klingenstein LLC | 0.18% | Add +0.5% | 14,373 | $4.9M |
| Droms Strauss Advisors Inc. /Mo/ | 1.80% | Reduce -0.4% | 14,324 | $4.9M |
| Empower Advisory Group, LLC | 0.02% | Reduce -7.9% | 14,314 | $4.9M |
| Clarus Wealth Advisors | 2.77% | Reduce -5.3% | 14,365 | $4.9M |
| Park Avenue Securities LLC | 0.06% | Reduce -9.5% | 14,202 | $4.9M |
| Foguth Wealth Management, LLC. | 2.61% | — | 14,171 | $4.9M |
| Kendall Capital Management | 1.67% | New | 14,136 | $4.9M |
| Essex Financial Services, Inc. | 0.45% | Add +31.4% | 14,132 | $4.9M |
| Ritholtz Wealth Management | 0.17% | Add +13.7% | 14,132 | $4.9M |
| Oak Harvest Investment Services | 0.80% | Add +16.3% | 14,047 | $4.8M |
| Strategic Financial Partners, Ltd. | 2.67% | Add +2.5% | 14,012 | $4.8M |
| Sentinel Pension Advisors, LLC | 1.03% | Reduce -0.3% | 13,987 | $4.8M |
| Spotlight Asset Group, Inc. | 3.42% | Reduce -0.3% | 13,901 | $4.8M |
| Donaldson Capital Management, LLC | 0.20% | Reduce -4.6% | 13,788 | $4.7M |
| Choate Investment Advisors | 0.13% | Add +9.6% | 13,776 | $4.7M |
| Planning Directions Inc. | 3.27% | Reduce -9.2% | 13,662 | $4.7M |
| Strategic Financial Concepts, LLC | 1.13% | New | 13,646 | $4.7M |
| First PREMIER Bank | 1.24% | Add +17.9% | 13,624 | $4.7M |
| Muirfield Wealth Advisors LLC | 4.51% | Reduce -0.7% | 13,607 | $4.7M |
| Revolve Wealth Partners, LLC | 0.80% | Reduce -1.6% | 13,565 | $4.7M |
| M3 Advisory Group, LLC | 4.22% | Add +25.3% | 13,544 | $4.7M |
| Norris Perne & French LLP | 0.34% | Reduce -1.5% | 13,523 | $4.7M |
| Parkside Financial Bank & Trust | 0.74% | Reduce -3.5% | 13,338 | $4.6M |
| Catalyst Private Wealth, LLC | 2.40% | Reduce -1.9% | 13,332 | $4.6M |
| Birchcreek Wealth Management, LLC | 2.41% | Reduce -0.9% | 13,327 | $4.6M |
| HTG Investment Advisors, Inc. | 2.65% | Add +6.5% | 13,270 | $4.6M |
| Level Four Advisory Services, LLC | 0.25% | No change | 14,662 | $4.6M |
| Winthrop Capital Management, LLC | 2.10% | Reduce -0.9% | 13,229 | $4.6M |
| Sensible Financial Planning & Management, LLC. | 1.00% | Add +0.2% | 13,100 | $4.5M |
| EnRich Financial Partners LLC | 1.68% | Add +8.2% | 12,998 | $4.5M |
| Barrett & Company, Inc. | 2.12% | Reduce -3.1% | 12,989 | $4.5M |
| Forte Capital LLC | 0.55% | Reduce -0.4% | 12,959 | $4.5M |
| Bryn Mawr Trust Advisors, LLC | 0.25% | Reduce -2.2% | 12,891 | $4.4M |
| Compound Planning, Inc. | 0.41% | Add +37.1% | 12,871 | $4.4M |
| VitalStone Financial, LLC | 3.37% | Add +107.5% | 12,828 | $4.4M |
| Bay Rivers Group | 2.41% | Reduce -8.8% | 12,766 | $4.4M |
| Agate Pass Investment Management, LLC | 2.34% | Add +75.0% | 12,684 | $4.4M |
| Zions Bancorporation, N.A. | 0.32% | Reduce -46.7% | 12,672 | $4.4M |
| Great Lakes Advisors, LLC | 0.04% | Add +0.8% | 12,659 | $4.4M |
| Security Financial Services, INC. | 0.98% | Add +3.9% | 12,610 | $4.3M |
| Millennium Management | 0.00% | Add +370.3% | 12,594 | $4.3M |
| Del-Sette Capital Management, LLC | 3.55% | Reduce -6.4% | 12,573 | $4.3M |
| Stokes Family Office, LLC | 0.54% | Reduce -14.4% | 12,522 | $4.3M |
| Valeo Financial Advisors, LLC | 0.15% | Reduce -1.7% | 12,922 | $4.3M |
| Eagle Strategies LLC | 0.95% | Reduce -30.6% | 12,422 | $4.3M |
| Pine Harbor Wealth Management, LLC | 2.69% | Reduce -2.6% | 12,416 | $4.3M |
| Laraway Financial Advisors Inc | 3.77% | Add +1.4% | 12,408 | $4.3M |
| Glass Jacobson Investment Advisors llc | 1.59% | Reduce -4.3% | 12,303 | $4.2M |
| Institute for Wealth Management, LLC. | 0.55% | Reduce -7.2% | 12,288 | $4.2M |
| Battery Global Advisors, LLC | 3.42% | Add +32.5% | 12,241 | $4.2M |
| Centaurus Financial, Inc. | 0.29% | Add +1.8% | 12,239 | $4.2M |
| Asset Allocation & Management Company, LLC | 2.75% | No change | 12,189 | $4.2M |
| Walden Wealth Partners LLC | 2.43% | Add +7.0% | 12,403 | $4.2M |
| Imprint Wealth LLC | 1.02% | Add +541.5% | 12,163 | $4.2M |
| Orser Capital Management, LLC | 3.92% | Add +119.6% | 12,157 | $4.2M |
| Retirement Group, LLC | 1.49% | Add +1.7% | 12,105 | $4.2M |
| Western Wealth Management, LLC | 0.32% | Reduce -16.2% | 12,079 | $4.2M |
| Greystone Financial Group, LLC | 0.83% | Add +2.8% | 12,075 | $4.2M |
| Kwmg, LLC | 0.45% | Reduce -5.1% | 12,033 | $4.1M |
| Belpointe Asset Management LLC | 0.31% | Add +25.6% | 12,028 | $4.1M |
| Montag A & Associates Inc. | 0.21% | Add +2.9% | 11,955 | $4.1M |
| Avion Wealth | 1.10% | Add +8.4% | 11,952 | $4.1M |
| NCM Capital Management, LLC | 2.30% | Reduce -3.3% | 11,947 | $4.1M |
| Kelleher Financial Advisors | 1.68% | Reduce -9.2% | 11,759 | $4.0M |
| Southland Equity Partners LLC | 1.14% | Add +2.9% | 11,747 | $4.0M |
| Keybank National Association | 0.02% | Reduce -1.9% | 11,638 | $4.0M |
| KCM Investment Advisors LLC | 0.15% | No change | 11,622 | $4.0M |
| Motiv8 Investments LLC | 3.11% | Reduce -0.1% | 11,622 | $4.0M |
| High Net Worth Advisory Group LLC | 1.24% | Add +26.3% | 11,487 | $4.0M |
| First County Bank | 1.93% | Reduce -30.2% | 11,447 | $3.9M |
| Focus Financial Network, Inc. | 0.19% | — | 11,941 | $3.9M |
| Diversified Trust Co. | 0.12% | Add +103.6% | 11,441 | $3.9M |
| Leavell Investment Management, Inc. | 0.23% | Reduce -0.3% | 11,430 | $3.9M |
| &partners | 0.54% | Add +35.5% | 11,990 | $3.9M |
| Composition Wealth, LLC | 0.10% | Reduce -2.9% | 11,352 | $3.9M |
| Opinicus Capital, Inc. | 3.46% | Reduce -0.9% | 11,329 | $3.9M |
| SOA Wealth Advisors, LLC. | 0.80% | Add +1.3% | 11,186 | $3.9M |
| Tradition Wealth Management, LLC | 0.39% | Add +1.4% | 11,169 | $3.8M |
| Gilliland Jeter Wealth Management LLC | 1.34% | Add +1.3% | 11,164 | $3.8M |
| Evercore Wealth Management, LLC | 0.06% | Reduce -0.2% | 11,098 | $3.8M |
| Wedmont Private Capital | 0.28% | Add +22.9% | 11,136 | $3.8M |
| Family CFO Inc | 2.36% | No change | 11,075 | $3.8M |
| FF Advisors,LLC | 2.63% | Add +32.7% | 11,064 | $3.8M |
| Gradient Capital Advisors, LLC | 1.39% | Reduce -1.9% | 11,008 | $3.8M |
| Apexium Financial, LP | 0.29% | Add +24.6% | 10,940 | $3.8M |
| American Trust | 0.31% | Reduce -77.0% | 10,912 | $3.8M |
| Sage Mountain Advisors LLC | 0.39% | Add +0.5% | 10,875 | $3.7M |
| Councilor Wealth, LLC | 1.87% | Reduce -12.8% | 10,864 | $3.7M |
| NorthStar Asset Management LLC | 2.83% | Reduce -1.0% | 10,855 | $3.7M |
| Quantinno Capital Management LP | 0.08% | Add +54.6% | 10,854 | $3.7M |
| Aspiriant, LLC | 0.15% | Reduce -0.9% | 10,854 | $3.7M |
| Donor Advised Charitable Giving, Inc. | 0.12% | No change | 10,789 | $3.7M |
| Beirne Wealth Consulting Services, LLC | 1.57% | Add +980.1% | 10,779 | $3.7M |
| Coastal Bridge Advisors, LLC | 0.85% | Add +45.1% | 10,730 | $3.7M |
| Smithfield Trust Co | 0.19% | Reduce -23.5% | 10,630 | $3.7M |
| Hanover Advisors Inc. | 1.53% | Add +33.1% | 10,616 | $3.7M |
| Global Financial Private Client, LLC | 1.57% | Reduce -1.9% | 10,578 | $3.6M |
| Altiora Financial Group, LLC | 0.98% | No change | 10,530 | $3.6M |
| Houlihan Financial Resource Group, Ltd. | 1.63% | Add +0.9% | 10,530 | $3.6M |
| Avidian Wealth Enterprises, LLC | 0.19% | Add +7.4% | 10,519 | $3.6M |
| Intrua Financial, LLC | 0.56% | Reduce -18.9% | 10,503 | $3.6M |
| United Bank | 0.43% | No change | 10,476 | $3.6M |
| Blueprint Investment Partners LLC | 0.71% | Add +3.7% | 10,442 | $3.6M |
| Lodestar Private Asset Management LLC | 0.51% | Add +0.1% | 10,430 | $3.6M |
| Tower View Wealth Management LLC | 2.09% | Add +0.5% | 10,378 | $3.6M |
| Hillcrest Wealth Advisors - NY, LLC | 1.92% | No change | 10,300 | $3.5M |
| Titleist Asset Management, LLC | 0.62% | Add +4.4% | 10,297 | $3.5M |
| Hart & Patterson Financial Group LLC | 1.75% | Reduce -5.5% | 10,293 | $3.5M |
| Spectrum Wealth Counsel, LLC | 0.43% | Reduce -28.3% | 10,281 | $3.5M |
| Alexander Labrunerie & Co., Inc. | 2.01% | — | 10,281 | $3.5M |
| St. Louis Trust Co | 0.55% | No change | 10,271 | $3.5M |
| Dorsey & Whitney Trust CO LLC | 0.24% | Reduce -5.4% | 10,246 | $3.5M |
| Probity Advisors, Inc. | 0.72% | Reduce -1.1% | 10,132 | $3.5M |
| Roman Butler Fullerton & Co. | 1.31% | Add +3.4% | 10,707 | $3.5M |
| Zhang Financial LLC | 0.26% | Reduce -3.6% | 10,106 | $3.5M |
| Aspen Wealth Management LLC | 1.34% | Reduce -1.5% | 10,096 | $3.5M |
| Capital Planning LLC | 1.13% | Add +12.6% | 10,062 | $3.5M |
| Riggs Asset Managment Co. Inc. | 1.00% | Reduce -8.5% | 9,993 | $3.4M |
| Whittier Trust Co. of Nevada Inc. | 0.10% | No change | 9,902 | $3.4M |
| Sutton Place Investors LLC | 1.68% | Add +51.5% | 9,888 | $3.4M |
| U.S. Capital Wealth Advisors, LLC | 0.13% | Reduce -0.8% | 9,847 | $3.4M |
| Charter Oak Capital Management, LLC | 0.36% | Reduce -2.3% | 9,816 | $3.4M |
| Spreng Capital Management, Inc. | 1.82% | Add +104.2% | 9,791 | $3.4M |
| Uptick Partners, LLC | 2.57% | Reduce -3.7% | 9,780 | $3.4M |
| WESPAC Advisors, LLC | 1.95% | Add +7.5% | 9,746 | $3.4M |
| Plante Moran Financial Advisors, LLC | 0.36% | Reduce -9.7% | 9,723 | $3.3M |
| Kelman-Lazarov, Inc. | 0.65% | Reduce -3.3% | 9,675 | $3.3M |
| Hoge Financial Services, LLC | 2.72% | Add +10.1% | 9,665 | $3.3M |
| GSG Advisors LLC | 1.22% | Reduce -0.3% | 9,669 | $3.3M |
| Norwood Financial Corp | 4.77% | Reduce -0.7% | 9,600 | $3.3M |
| Pacific Financial Group Inc. | 2.28% | Add +4.2% | 9,596 | $3.3M |
| NorthRock Partners, LLC | 0.13% | Add +9.3% | 9,594 | $3.3M |
| BIP Wealth, LLC | 0.24% | Add +0.6% | 9,541 | $3.3M |
| MAS Advisors LLC | 3.78% | Add +0.1% | 9,498 | $3.3M |
| Raab & Moskowitz Asset Management LLC | 0.91% | Add +12.0% | 9,471 | $3.3M |
| Farther Finance Advisors, LLC | 0.20% | Reduce -11.2% | 9,469 | $3.3M |
| Kavar Capital Partners Group, LLC | 0.60% | Reduce -49.9% | 9,463 | $3.3M |
| Nixon Peabody Trust Co. | 0.30% | Add +4.3% | 9,450 | $3.3M |
| Kuhn & Co Investment Counsel | 3.06% | Add +6.8% | 9,447 | $3.3M |
| Capital Investment Advisory Services, LLC | 0.35% | Add +68.7% | 9,445 | $3.3M |
| Pallas Capital Advisors LLC | 0.14% | Add +100.7% | 9,417 | $3.2M |
| Baker Boyer National Bank | 1.11% | Add +26.4% | 9,365 | $3.2M |
| Parallel Advisors, LLC | 0.09% | Reduce -1.1% | 9,307 | $3.2M |
| Glen Eagle Advisors, LLC | 0.61% | Add +18.1% | 9,306 | $3.2M |
| Global Wealth Management Investment Advisory, Inc. | 0.78% | Reduce -14.4% | 9,254 | $3.2M |
| 1900 Wealth Management LLC | 0.29% | Reduce -0.7% | 9,238 | $3.2M |
| Prudential PLC | 0.03% | Reduce -18.3% | 9,200 | $3.2M |
| Emergent Wealth Advisors, LLC | 2.72% | Reduce -29.8% | 9,180 | $3.2M |
| Apollon Wealth Management, LLC | 0.10% | Reduce -22.2% | 9,179 | $3.2M |
| Clear Creek Financial Management, LLC | 0.40% | Reduce -2.4% | 9,464 | $3.2M |
| Davidson Trust Co. | 1.84% | Reduce -4.3% | 9,161 | $3.2M |
| Compass Financial Group, INC | 0.73% | Reduce -1.6% | 9,156 | $3.2M |
| Forum Private Client Group LLC | 1.51% | Reduce -11.7% | 9,086 | $3.1M |
| Arcadia Investment Advisors LLC | 1.77% | Reduce -0.6% | 8,994 | $3.1M |
| Motco | 0.18% | Add +58.8% | 8,945 | $3.1M |
| ProVise Management Group, LLC | 0.27% | Add +0.6% | 8,929 | $3.1M |
| Walter & Keenan Wealth Management LLC /in/ | 1.01% | Reduce -6.0% | 8,914 | $3.1M |
| Edge Financial Advisors LLC | 2.70% | — | 8,911 | $3.1M |
| Halpern Financial, Inc. | 0.88% | Add +10.8% | 8,886 | $3.0M |
| Clarity Capital Advisors, LLC | 2.42% | Add +2.8% | 8,815 | $3.0M |
| MGB Wealth Management, LLC | 1.23% | No change | 8,765 | $3.0M |
| Cozad Asset Management Inc. | 0.31% | Add +1.2% | 8,738 | $3.0M |
| Rothschild Investment LLC | 0.22% | Reduce -6.6% | 8,736 | $3.0M |
| Canvas Wealth Advisors, LLC | 1.00% | Reduce -6.6% | 8,996 | $3.0M |
| Elevatus Welath Management | 1.17% | Add +6.1% | 8,650 | $3.0M |
| Advance Capital Management, Inc. | 0.21% | Add +18.9% | 8,605 | $3.0M |
| National Philanthropic Trust | 0.06% | Reduce -43.8% | 8,548 | $2.9M |
| Prudential Financial Inc. | 0.00% | Reduce -17.4% | 8,530 | $2.9M |
| Principal Securities, Inc. | 0.09% | Add +16.7% | 8,453 | $2.9M |
| Ellevest, Inc. | 0.18% | Add +0.8% | 8,428 | $2.9M |
| Transcend Capital Advisors, LLC | 0.23% | Add +9.5% | 8,368 | $2.9M |
| Apeiron RIA LLC | 0.83% | Add +7.4% | 8,361 | $2.9M |
| Laird Norton Wetherby Wealth Management, LLC | 0.14% | Add +0.4% | 8,358 | $2.9M |
| Financial Alternatives, Inc | 2.22% | No change | 8,349 | $2.9M |
| Cumberland Advisors Inc. | 1.07% | New | 8,330 | $2.9M |
| Center for Financial Planning, Inc. | 0.43% | Add +2.1% | 8,321 | $2.9M |
| WINTON GROUP Ltd | 0.20% | Reduce -42.4% | 8,244 | $2.8M |
| Reynders McVeigh Capital Management, LLC | 0.16% | Reduce -0.5% | 8,238 | $2.8M |
| Certus Wealth Management, LLC | 2.26% | Reduce -16.8% | 8,362 | $2.8M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -0.7% | 7,386 | $2.8M |
| St Germain D J Co. Inc. | 0.14% | Reduce -5.5% | 8,175 | $2.8M |
| Sound View Wealth Advisors Group, LLC | 0.30% | Reduce -18.6% | 8,164 | $2.8M |
| Madison Wealth Partners, Inc | 1.01% | Reduce -2.4% | 8,137 | $2.8M |
| BCS Wealth Management | 0.90% | No change | 8,116 | $2.8M |
| Red Wave Investments LLC | 1.04% | Reduce -5.2% | 8,087 | $2.8M |
| Strategic Wealth Partners Group, LLC | 0.31% | Reduce -0.2% | 8,084 | $2.8M |
| Aureus Asset Management, LLC | 0.19% | Add +0.0% | 8,082 | $2.8M |
| Aspen Grove Capital, LLC | 0.79% | Add +0.6% | 8,068 | $2.8M |
| KMG Fiduciary Partners, LLC | 0.29% | Reduce -0.8% | 8,064 | $2.8M |
| Trust Co of the South | 0.64% | Add +120.8% | 8,053 | $2.8M |
| Compton Wealth Advisory Group, LLC | 0.76% | Add +1.7% | 8,014 | $2.8M |
| West Bancorporation Inc. | 1.81% | Add +2.2% | 7,999 | $2.8M |
| Coastline Trust Co | 0.33% | New | 7,950 | $2.7M |
| Invst, LLC | 0.32% | Add +13.9% | 7,930 | $2.7M |
| Spectrum Asset Management, Inc. (NB/CA) | 1.17% | Reduce -12.2% | 7,919 | $2.7M |
| Prospect Financial Services LLC | 2.24% | Reduce -0.7% | 7,889 | $2.7M |
| Grandview Asset Management LLC | 1.23% | Add +2.2% | 7,882 | $2.7M |
| KFA Private Wealth Group, LLC | 0.84% | Add +14.9% | 7,878 | $2.7M |
| Aaron Wealth Advisors LLC | 0.39% | Reduce -4.4% | 7,859 | $2.7M |
| Wilson & Boucher Capital Management, LLC | 2.11% | Add +0.8% | 7,797 | $2.7M |
| HHM Wealth Advisors, LLC | 0.44% | Reduce -2.7% | 7,774 | $2.7M |
| Evermay Wealth Management LLC | 0.40% | Reduce -0.2% | 7,773 | $2.7M |
| Accurate Wealth Management, LLC | 0.78% | Reduce -0.5% | 8,287 | $2.7M |
| Parsons Capital Management Inc. | 0.18% | Add +12.4% | 7,728 | $2.7M |
| Loomis Sayles & Co. L P | 0.00% | Reduce -90.3% | 7,701 | $2.7M |
| Plancorp, LLC | 0.12% | Add +8.3% | 7,693 | $2.6M |
| Credit Suisse AG/ | 0.00% | Reduce -9.9% | 7,671 | $2.6M |
| Maripau Wealth Management LLC | 1.98% | Reduce -10.2% | 7,661 | $2.6M |
| Outlook Wealth Advisors, LLC | 0.81% | Add +59.3% | 7,619 | $2.6M |
| Covington Investment Advisors Inc. | 0.43% | Add +2.1% | 7,595 | $2.6M |
| Keebeck Wealth Management | 0.38% | Reduce -1.0% | 7,592 | $2.6M |
| Eclectic Associates Inc. | 1.18% | Reduce -1.4% | 7,540 | $2.6M |
| Quadrant Private Wealth Management, LLC | 0.66% | Reduce -17.4% | 7,531 | $2.6M |
| Lloyd Advisory Services, LLC. | 0.55% | New | 7,249 | $2.6M |
| GHP Investment Advisors, Inc. | 0.13% | Add +1.7% | 7,492 | $2.6M |
| Chicago Capital, LLC | 0.08% | New | 7,454 | $2.6M |
| L. Roy Papp & Associates, LLP | 0.30% | Reduce -1.8% | 7,431 | $2.6M |
| Community Bank of Raymore | 1.17% | Add +75.9% | 7,267 | $2.5M |
| Vise Technologies, Inc. | 0.49% | Add +0.9% | 7,258 | $2.5M |
| Ashton Thomas Private Wealth, LLC | 0.14% | Add +13.8% | 7,250 | $2.5M |
| ArchPoint Investors | 1.05% | New | 7,220 | $2.5M |
| Patriot Financial Group Insurance Agency, LLC | 0.39% | Add +36.7% | 7,192 | $2.5M |
| Citadel Advisors | 0.00% | Reduce -82.0% | 7,187 | $2.5M |
| Girard Partners LTD. | 0.23% | Reduce -2.3% | 7,155 | $2.5M |
| Earned Wealth Advisors, LLC | 0.94% | New | 7,146 | $2.5M |
| Guidance Capital, Inc. | 0.90% | Add +46.4% | 7,334 | $2.5M |
| Sapient Capital LLC | 0.05% | Add +70.9% | 7,122 | $2.5M |
| Wellington Management Group LLP | 0.00% | New | 7,121 | $2.5M |
| LifePlan Investment Advisors, Inc. | 1.95% | Add +96.7% | 7,102 | $2.4M |
| Valmark Advisers, Inc. | 0.04% | Reduce -4.5% | 7,089 | $2.4M |
| Brown Brothers Harriman & Co. | 0.02% | Add +59.6% | 7,080 | $2.4M |
| International Assets Investment Management, LLC | 0.25% | Reduce -4.1% | 7,051 | $2.4M |
| Acas, LLC | 2.33% | Reduce -6.7% | 6,996 | $2.4M |
| Fifth Third Wealth Advisors LLC | 0.37% | Add +12.2% | 6,969 | $2.4M |
| BlackRock Inc. | 0.00% | Reduce -12.7% | 6,927 | $2.4M |
| Integrated Advisors Network LLC | 0.12% | Add +1.1% | 6,900 | $2.4M |
| MJP Associates Inc. | 0.51% | Reduce -7.4% | 6,853 | $2.4M |
| Ancora Advisors LLC | 0.05% | Add +0.9% | 6,833 | $2.4M |
| Cassaday & Co Wealth Management LLC | 0.08% | Add +2.9% | 6,826 | $2.3M |
| Ade, LLC | 1.57% | Reduce -1.4% | 6,806 | $2.3M |
| KG Capital Management | 0.93% | Add +4.7% | 6,797 | $2.3M |
| Main Street Financial Solutions, LLC | 0.25% | Add +38.5% | 6,783 | $2.3M |
| Moors & Cabot, Inc. | 0.13% | Add +37.1% | 6,719 | $2.3M |
| Arkos Global Advisors | 0.39% | Add +99.8% | 6,713 | $2.3M |
| MTC Wealth Management LLC | 1.06% | New | 6,689 | $2.3M |
| McAdam, LLC | 0.15% | Add +20.7% | 6,634 | $2.3M |
| Rockwood Wealth Management, LLC | 0.29% | Add +0.7% | 6,631 | $2.3M |
| Continuum Advisory, LLC | 0.34% | Add +2.2% | 6,633 | $2.3M |
| SigFig Wealth Management, LLC | 0.08% | Reduce -3.0% | 6,592 | $2.3M |
| Fenimore Asset Management Inc | 0.05% | No change | 6,581 | $2.3M |
| Walkner Condon Financial Advisors LLC | 0.48% | Add +16.3% | 6,575 | $2.3M |
| Advisor OS, LLC | 0.26% | Reduce -16.0% | 6,555 | $2.3M |
| Ciovacco Capital Management LLC | 1.51% | Reduce -1.1% | 6,543 | $2.3M |
| Blue Zone Wealth Advisors, LLC | 0.77% | Reduce -2.8% | 6,532 | $2.2M |
| Compass Ion Advisors, LLC | 0.32% | Add +25.0% | 6,519 | $2.2M |
| Smith Salley Wealth Management | 0.17% | Reduce -2.7% | 6,515 | $2.2M |
| Evergreen Wealth Management, LLC | 1.52% | No change | 6,509 | $2.2M |
| Ewa, LLC | 1.00% | Reduce -77.7% | 6,462 | $2.2M |
| Obsidian Personal Planning Solutions LLC | 1.45% | Reduce -7.5% | 6,716 | $2.2M |
| Stonebridge Financial Planning Group, LLC | 1.17% | Reduce -8.0% | 6,423 | $2.2M |
| RS Crum Inc. | 0.60% | Reduce -1.2% | 6,415 | $2.2M |
| Accretive Wealth Partners, LLC | 0.97% | Reduce -2.1% | 6,459 | $2.2M |
| Sabal Trust CO | 0.13% | Add +23.1% | 6,342 | $2.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.07% | Reduce -0.4% | 6,319 | $2.2M |
| Summit Investment Advisory Services, LLC | 1.28% | Add +0.0% | 6,306 | $2.2M |
| North Star Asset Management Inc. | 0.10% | No change | 6,296 | $2.2M |
| American Institute for Advanced Investment Management, LLP | 1.69% | Reduce -0.1% | 6,211 | $2.1M |
| Olde Wealth Management, LLC | 1.01% | Reduce -3.5% | 6,235 | $2.1M |
| Prepared Retirement Institute LLC | 1.59% | Add +1.7% | 6,199 | $2.1M |
| Legacy Financial Group LLC | 0.43% | New | 6,173 | $2.1M |
| REDW Wealth LLC | 0.57% | Add +3.0% | 6,154 | $2.1M |
| Cornerstone Advisory, LLC | 0.30% | Add +30.5% | 6,134 | $2.1M |
| MilWealth Group LLC | 0.67% | Reduce -3.0% | 6,130 | $2.1M |
| Sunburst Financial Group, LLC | 0.60% | No change | 6,112 | $2.1M |
| Greenleaf Trust | 0.02% | Add +2.1% | 6,104 | $2.1M |
| Summit Trail Advisors, LLC | 0.06% | No change | 6,067 | $2.1M |
| Marco Investment Management LLC | 0.20% | No change | 6,057 | $2.1M |
| Jordan Park Group LLC | 0.13% | No change | 6,000 | $2.1M |
| Diversified, LLC | 0.28% | Add +1.7% | 5,990 | $2.1M |
| Jackson Hole Capital Partners, LLC | 0.47% | No change | 5,982 | $2.1M |
| City State Bank | 0.90% | Add +3.2% | 5,916 | $2.0M |
| Evanson Asset Management, LLC | 0.15% | Add +2.8% | 5,915 | $2.0M |
| Wiser Advisor Group LLC | 3.18% | Reduce -3.7% | 5,900 | $2.0M |
| Lion Street Advisors, LLC | 0.83% | No change | 6,510 | $2.0M |
| Derbend Asset Management | 0.99% | Reduce -7.0% | 5,836 | $2.0M |
| Robinson Smith Wealth Advisors LLC | 1.92% | Reduce -21.5% | 5,816 | $2.0M |
| Bartlett & Co. Wealth Management LLC | 0.03% | Reduce -0.2% | 5,801 | $2.0M |
| Thoroughbred Financial Services, LLC | 0.19% | Reduce -5.0% | 5,798 | $2.0M |
| Carl P. Sherr & Co., LLC | 1.12% | Add +0.2% | 5,794 | $2.0M |
| Paragon Private Wealth Management, LLC | 1.19% | Add +10.1% | 5,791 | $2.0M |
| Journey Advisory Group, LLC | 0.25% | Reduce -5.6% | 5,784 | $2.0M |
| Easterly Investment Partners LLC | 0.15% | Reduce -0.0% | 5,755 | $2.0M |
| TFB Advisors LLC | 0.72% | Add +43.3% | 6,021 | $2.0M |
| Argent Trust Co | 0.09% | Reduce -0.9% | 5,748 | $2.0M |
| Wealth Effects LLC | 0.73% | Add +2.2% | 5,720 | $2.0M |
| Gsa Capital Partners LLP | 0.16% | New | 5,700 | $2.0M |
| Strategic Family Wealth Counselors, L.L.C. | 0.77% | Add +17.5% | 5,694 | $2.0M |
| Truefg, LLC | 0.72% | Reduce -2.8% | 5,693 | $2.0M |
| Retirement Income Solutions, Inc. | 0.44% | Reduce -1.2% | 5,681 | $2.0M |
| WNY Asset Management, LLC | 0.30% | Add +1.0% | 5,638 | $1.9M |
| Spinnaker Investment Group, LLC | 0.54% | Reduce -1.5% | 5,630 | $1.9M |
| Goodwin Investment Advisory | 0.91% | Reduce -11.5% | 5,628 | $1.9M |
| Rain Capital Management, LLC | 1.29% | Reduce -1.2% | 5,590 | $1.9M |
| Occidental Asset Management, LLC | 0.36% | Reduce -33.7% | 5,588 | $1.9M |
| United Advisor Group, LLC | 0.72% | Add +21.2% | 5,583 | $1.9M |
| Salem Investment Counselors Inc. | 0.06% | No change | 5,567 | $1.9M |
| Prio Wealth Limited Partnership | 0.06% | No change | 5,566 | $1.9M |
| Bowman & Co S.C. | 1.16% | Add +0.3% | 5,565 | $1.9M |
| SeaCrest Wealth Management, LLC | 0.23% | Reduce -36.2% | 5,562 | $1.9M |
| Marks Group Wealth Management, Inc | 0.20% | Add +2.1% | 5,553 | $1.9M |
| Bordeaux Wealth Advisors LLC | 0.63% | Add +1.6% | 5,524 | $1.9M |
| Pinnacle Bancorp, Inc. | 0.56% | Reduce -2.6% | 5,485 | $1.9M |
| JT Stratford LLC | 0.38% | Add +2.9% | 5,475 | $1.9M |
| Jmac Enterprises LLC | 0.35% | Add +8.4% | 5,472 | $1.9M |
| NorthLanding Financial Partners, LLC | 2.05% | Reduce -71.7% | 5,468 | $1.9M |
| Liberty Wealth Management LLC | 0.37% | Add +40.4% | 5,421 | $1.9M |
| Stone Summit Wealth LLC | 0.65% | Add +1.2% | 5,456 | $1.9M |
| Nicolet Bankshares Inc. | 0.39% | No change | 5,439 | $1.9M |
| First American Trust, FSB | 0.19% | Add +162.6% | 5,386 | $1.9M |
| Sunbelt Securities, Inc. | 0.20% | Add +0.6% | 5,323 | $1.8M |
| Strategic Advocates LLC | 0.70% | Add +261.7% | 5,313 | $1.8M |
| Certuity, LLC | 0.16% | Reduce -5.0% | 5,267 | $1.8M |
| LifeSteps Financial, Inc. | 1.37% | Reduce -0.3% | 5,262 | $1.8M |
| Jane Street Group, LLC | 0.00% | Add +615.3% | 5,250 | $1.8M |
| Triangle Securities Wealth Management | 0.51% | Reduce -1.7% | 5,245 | $1.8M |
| Capital Investment Advisors, LLC | 0.04% | Add +37.8% | 5,228 | $1.8M |
| Carolinas Wealth Consulting LLC | 0.35% | Reduce -11.2% | 5,220 | $1.8M |
| Whitaker-Myers Wealth Managers, LTD. | 0.76% | Reduce -12.2% | 5,215 | $1.8M |
| Taylor Hoffman Wealth Management | 0.76% | Reduce -1.0% | 5,194 | $1.8M |
| Whittier Trust Co. | 0.03% | No change | 5,187 | $1.8M |
| MV Capital Management, Inc. | 0.20% | No change | 5,175 | $1.8M |
| BKM Wealth Management, LLC | 0.77% | Reduce -2.3% | 5,171 | $1.8M |
| Nepc LLC | 0.06% | New | 5,166 | $1.8M |
| Vantage Financial Partners, LLC | 0.48% | Reduce -2.1% | 5,151 | $1.8M |
| Peapack Gladstone Financial Corp. | 0.03% | Add +7.3% | 5,144 | $1.8M |
| Greenhouse Wealth Management, LLC | 1.33% | Add +0.1% | 5,141 | $1.8M |
| Panoramic Investment Advisors, LLC | 1.30% | Reduce -0.4% | 5,123 | $1.8M |
| West Financial Advisors, LLC | 0.38% | Reduce -11.9% | 5,105 | $1.8M |
| Meeder Advisory Services, Inc. | 0.18% | Reduce -8.6% | 5,094 | $1.8M |
| Insigneo Advisory Services, LLC | 0.21% | Add +0.7% | 5,088 | $1.8M |
| Trilogy Capital Inc. | 0.10% | Reduce -3.0% | 5,087 | $1.8M |
| Crestwood Advisors Group, LLC | 0.04% | Reduce -0.7% | 5,085 | $1.8M |
| Graves Light Lenhart Wealth, Inc. | 0.20% | Reduce -1.1% | 5,056 | $1.7M |
| Marquette Asset Management, LLC | 0.30% | Reduce -0.1% | 5,049 | $1.7M |
| Wealthstream Advisors, Inc. | 0.66% | Add +1.6% | 5,048 | $1.7M |
| Crown Wealth Group, LLC | 0.90% | Reduce -25.2% | 5,047 | $1.7M |
| Independent Wealth Network Inc. | 0.82% | Add +9.4% | 5,047 | $1.7M |
| Stephens Consulting, LLC | 0.53% | Reduce -1.9% | 5,040 | $1.7M |
| 360 Financial, Inc. | 0.67% | Add +7.5% | 5,025 | $1.7M |
| Rossmore Private Capital | 0.23% | Reduce -5.4% | 5,021 | $1.7M |
| Busey Bank | 0.06% | Reduce -3.5% | 4,994 | $1.7M |
| Clearstead Advisors, LLC | 0.08% | Add +0.3% | 4,979 | $1.7M |
| TAP Consulting, LLC | 0.38% | Reduce -7.0% | 4,973 | $1.7M |
| Covenant Asset Management, LLC | 0.42% | Reduce -1.9% | 4,970 | $1.7M |
| Harbour Capital Advisors, LLC | 0.42% | Reduce -1.1% | 4,996 | $1.7M |
| Forum Financial Management, LP | 0.03% | Reduce -33.2% | 4,956 | $1.7M |
| Sax Wealth Advisors, LLC | 0.20% | Add +0.0% | 4,946 | $1.7M |
| Kaydan Wealth Management, Inc. | 0.58% | Add +10.9% | 4,927 | $1.7M |
| Ballentine Partners, LLC | 0.03% | No change | 4,915 | $1.7M |
| White Knight Strategic Wealth Advisors, LLC | 1.76% | Reduce -2.8% | 4,914 | $1.7M |
| Patten & Patten Inc. | 0.12% | Add +0.3% | 4,896 | $1.7M |
| Staley Capital Advisers Inc. | 0.08% | Reduce -2.0% | 4,880 | $1.7M |
| Almanack Investment Partners, LLC. | 0.29% | Reduce -0.6% | 4,872 | $1.7M |
| Aua Capital Management, LLC | 0.96% | Add +2.6% | 4,859 | $1.7M |
| Fulton Bank, N.A. | 0.07% | Add +0.8% | 4,854 | $1.7M |
| Good Life Advisors, LLC | 0.15% | Reduce -5.3% | 4,847 | $1.7M |
| My Legacy Advisors, LLC | 0.56% | Reduce -2.5% | 4,843 | $1.7M |
| Hanson & Doremus Investment Management | 0.29% | No change | 4,842 | $1.7M |
| Boston Financial Mangement LLC | 0.05% | Reduce -0.1% | 4,817 | $1.7M |
| DT Investment Partners, LLC | 0.17% | Reduce -0.3% | 4,816 | $1.7M |
| Stonebrook Private Inc. | 0.48% | Add +14.3% | 4,813 | $1.7M |
| Cedar Brook Financial Partners, LLC | 0.32% | Add +1.8% | 4,722 | $1.6M |
| Columbia Asset Management | 0.33% | Add +0.0% | 5,209 | $1.6M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.68% | Add +68.2% | 4,906 | $1.6M |
| Ingalls & Snyder LLC | 0.07% | Add +6.1% | 4,682 | $1.6M |
| Iron Gate Global Advisors LLC | 0.29% | Add +0.7% | 4,666 | $1.6M |
| Evoke Wealth, LLC | 0.05% | New | 4,646 | $1.6M |
| Rollins Financial Advisors, LLC | 0.30% | Reduce -8.8% | 4,615 | $1.6M |
| Strait & Sound Wealth Management LLC | 0.89% | Reduce -9.8% | 4,581 | $1.6M |
| Mission Creek Capital Partners, Inc. | 0.41% | Reduce -1.7% | 4,606 | $1.6M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.05% | New | 4,604 | $1.6M |
| Flputnam Investment Management Co. | 0.03% | Add +0.1% | 4,578 | $1.6M |
| Two Sigma Securities, LLC | 0.08% | New | 4,522 | $1.6M |
| Retirement Capital Strategies | 0.63% | Reduce -21.9% | 4,502 | $1.5M |
| Bedel Financial Consulting, Inc. | 0.24% | Reduce -0.7% | 4,497 | $1.5M |
| Asset Dedication, LLC | 0.12% | Add +0.3% | 4,492 | $1.5M |
| Boyd Wealth Management, LLC | 0.88% | No change | 4,451 | $1.5M |
| Park National Corp. | 0.06% | No change | 4,414 | $1.5M |
| Nicholas Hoffman & Company, LLC. | 0.08% | No change | 4,407 | $1.5M |
| Asset Management Group, Inc. | 0.23% | Add +0.1% | 4,402 | $1.5M |
| Adirondack Trust Co. | 0.63% | No change | 4,397 | $1.5M |
| Powell Investment Advisors, LLC | 0.80% | Add +0.1% | 4,396 | $1.5M |
| Pinnacle Associates Ltd. | 0.02% | Add +8.8% | 4,385 | $1.5M |
| Foster Victor Wealth Advisors, LLC | 0.14% | Reduce -10.4% | 4,344 | $1.5M |
| Newman Dignan & Sheerar, Inc. | 0.40% | Reduce -7.4% | 4,362 | $1.5M |
| Gilbert & Cook, Inc. | 0.20% | New | 4,357 | $1.5M |
| Smartleaf Asset Management LLC | 0.29% | Add +551.7% | 4,327 | $1.5M |
| Key Financial Inc | 0.38% | No change | 4,289 | $1.5M |
| North Ridge Wealth Advisors, Inc. | 1.14% | No change | 4,287 | $1.5M |
| Investments & Financial Planning, LLC | 1.01% | Reduce -5.7% | 4,277 | $1.5M |
| Goldstein Advisors, LLC | 0.25% | Reduce -1.3% | 4,272 | $1.5M |
| Barnes Pettey Financial Advisors, LLC | 1.27% | Reduce -64.5% | 4,260 | $1.5M |
| Heritage Financial Services, LLC | 0.22% | Reduce -2.4% | 4,255 | $1.5M |
| Icon Wealth Advisors, LLC | 0.14% | No change | 4,251 | $1.5M |
| PGIM Custom Harvest LLC | 0.04% | Add +20.4% | 4,247 | $1.5M |
| Alta Wealth Advisors LLC | 0.74% | Add +1.1% | 4,230 | $1.5M |
| Compass Advisory Group LLC | 0.64% | Add +2.9% | 4,204 | $1.4M |
| Fusion Family Wealth, LLC | 0.15% | Add +8.9% | 4,199 | $1.4M |
| Country Club Bank | 0.10% | No change | 4,177 | $1.4M |
| Retirement Planning Co of New England, Inc. | 0.79% | Reduce -0.8% | 4,175 | $1.4M |
| Yelin Lapidot Holdings Management Ltd. | 0.30% | Reduce -45.6% | 4,175 | $1.4M |
| Founders Financial Alliance, LLC | 0.43% | Add +96.9% | 4,147 | $1.4M |
| Burney Co./ | 0.05% | Reduce -0.1% | 4,130 | $1.4M |
| Jeppson Wealth Management, LLC | 0.55% | Add +0.1% | 4,116 | $1.4M |
| Cedar Wealth Management, LLC | 0.46% | Add +0.6% | 4,100 | $1.4M |
| OneAscent Financial Services LLC | 0.16% | Add +25.0% | 4,082 | $1.4M |
| Pecaut & Co. | 0.52% | Reduce -10.3% | 4,080 | $1.4M |
| Jefferies Financial Group Inc. | 0.03% | Reduce -10.2% | 4,072 | $1.4M |
| Vertex Planning Partners, LLC | 0.39% | Add +0.9% | 4,069 | $1.4M |
| Fortis Group Advisors, LLC | 0.26% | Add +34.4% | 4,066 | $1.4M |
| Camelot Portfolios, LLC | 1.33% | Reduce -21.9% | 3,960 | $1.4M |
| CRA Financial Services, LLC | 0.30% | Reduce -8.6% | 3,959 | $1.4M |
| Southern Capital Advisors, LLC | 0.83% | Add +0.7% | 3,952 | $1.4M |
| Cherry Tree Wealth Management, LLC | 0.34% | Reduce -2.7% | 3,912 | $1.3M |
| Northwest Capital Management Inc | 0.43% | No change | 3,909 | $1.3M |
| Kelly Financial Services LLC | 0.51% | Reduce -9.0% | 3,899 | $1.3M |
| Lane & Associates LLC | 0.84% | Add +0.1% | 3,892 | $1.3M |
| Kingfisher Capital LLC | 0.32% | Add +0.1% | 3,886 | $1.3M |
| Providence Capital Advisors, LLC | 0.29% | Add +1.3% | 3,882 | $1.3M |
| Northwest Bancshares, Inc. | 0.21% | Reduce -7.7% | 3,879 | $1.3M |
| Saiph Capital, LLC | 0.62% | Reduce -0.2% | 3,877 | $1.3M |
| Blue Trust, Inc. | 0.02% | Reduce -14.0% | 3,871 | $1.3M |
| Stonegate Investment Group, LLC | 0.04% | Add +9.0% | 3,863 | $1.3M |
| Tandem Capital Management Corp. | 0.75% | Add +8.4% | 3,863 | $1.3M |
| NFSG Corp | 0.58% | Add +19.6% | 3,860 | $1.3M |
| Wrapmanager Inc. | 0.37% | Reduce -1.7% | 3,841 | $1.3M |
| First Citizens Bank & Trust Co. | 0.03% | Add +71.1% | 3,834 | $1.3M |
| Moseley Investment Management Inc. | 0.65% | Add +4.1% | 3,825 | $1.3M |
| Edgestream Partners, L.P. | 0.07% | Add +134.9% | 3,824 | $1.3M |
| Security National Bank of So Dak | 0.79% | Reduce -10.4% | 3,818 | $1.3M |
| Arq Wealth Advisors, LLC | 0.57% | No change | 3,812 | $1.3M |
| PAX Financial Group, LLC | 0.26% | Reduce -1.0% | 3,800 | $1.3M |
| Anchor Investment Management, LLC | 0.14% | Add +58.6% | 3,794 | $1.3M |
| Next Level Private LLC | 0.60% | Add +0.0% | 3,784 | $1.3M |
| Mogy Joel R Investment Counsel Inc. | 0.09% | No change | 3,780 | $1.3M |
| Advocate Group LLC | 0.26% | No change | 3,765 | $1.3M |
| Cibc World Market Inc. | 0.00% | Reduce -14.0% | 3,725 | $1.3M |
| Traction Financial Partners, LLC | 0.99% | Add +15.2% | 3,698 | $1.3M |
| Embree Financial Group | 0.25% | Reduce -4.8% | 3,688 | $1.3M |
| Keel Point, LLC | 0.13% | Reduce -3.7% | 3,681 | $1.3M |
| Sonoma Private Wealth LLC | 2.03% | Reduce -5.4% | 3,674 | $1.3M |
| Twin Lakes Capital Management, LLC | 0.85% | Add +0.1% | 3,665 | $1.3M |
| World Equity Group, Inc. | 0.26% | Add +8.7% | 3,656 | $1.3M |
| SkyOak Wealth, LLC | 0.30% | Reduce -7.1% | 3,655 | $1.3M |
| Gerber Kawasaki Wealth & Investment Management | 0.07% | Add +10.5% | 3,650 | $1.3M |
| Sterling Wealth Management, Inc. | 0.63% | Add +0.1% | 3,649 | $1.3M |
| Diversify Advisory Services, LLC | 0.07% | — | 3,645 | $1.3M |
| RTD Financial Advisors, Inc. | 0.17% | Reduce -12.8% | 3,643 | $1.3M |
| Provenance Wealth Advisors, LLC | 0.18% | No change | 3,641 | $1.3M |
| Trinity Financial Advisors LLC | 0.56% | Add +14.2% | 3,636 | $1.3M |
| Ferguson Wellman Capital Management, Inc. | 0.03% | Reduce -10.3% | 3,630 | $1.2M |
| Harbor Group, Inc. | 0.33% | Reduce -8.4% | 3,608 | $1.2M |
| Dana Investment Advisors, Inc. | 0.04% | Reduce -28.3% | 3,606 | $1.2M |
| Private Trust Co. NA | 0.13% | Reduce -9.9% | 3,600 | $1.2M |
| Curtis Advisory Group, LLC | 0.48% | Add +6.1% | 3,589 | $1.2M |
| KilterHowling LLC | 0.87% | Add +0.1% | 3,584 | $1.2M |
| Hardy Reed LLC | 0.15% | No change | 3,580 | $1.2M |
| Portfolio Strategies, Inc. | 0.08% | New | 3,580 | $1.2M |
| Semus Wealth Partners LLC | 1.04% | Reduce -53.8% | 3,578 | $1.2M |
| Jackson, Grant Investment Advisers, Inc. | 0.50% | Add +0.1% | 3,573 | $1.2M |
| Sugarloaf Wealth Management, LLC | 0.25% | Add +6.2% | 3,540 | $1.2M |
| Meritage Portfolio Management | 0.08% | Reduce -0.3% | 3,540 | $1.2M |
| RVW Wealth, LLC | 0.13% | Reduce -5.0% | 3,536 | $1.2M |
| Arrow Investment Advisors, LLC | 1.04% | Reduce -16.6% | 3,534 | $1.2M |
| Alpha Cubed Investments, LLC | 0.06% | Reduce -41.5% | 3,522 | $1.2M |
| Ziegler Capital Management, LLC | 0.05% | Reduce -88.5% | 3,521 | $1.2M |
| Hilltop National Bank | 0.41% | — | 3,520 | $1.2M |
| Viawealth, LLC | 0.76% | Reduce -7.7% | 3,519 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -96.0% | 3,517 | $1.2M |
| Octavia Wealth Advisors, LLC | 0.18% | Reduce -94.0% | 3,515 | $1.2M |
| Aspire Wealth Management Corp | 0.73% | Reduce -3.3% | 3,508 | $1.2M |
| Oakworth Capital, Inc. | 0.09% | Add +266.3% | 3,498 | $1.2M |
| Hoxton Planning & Management, LLC | 0.58% | Reduce -5.0% | 3,495 | $1.2M |
| First National Bank Sioux Falls | 0.65% | Reduce -0.1% | 3,475 | $1.2M |
| Rockbridge Investment Management, LCC | 0.18% | Reduce -4.1% | 3,471 | $1.2M |
| Fort Sheridan Advisors LLC | 0.22% | Reduce -2.4% | 3,446 | $1.2M |
| Mayflower Financial Advisors, LLC | 0.20% | Add +2.4% | 3,446 | $1.2M |
| Lantz Financial LLC | 0.38% | No change | 3,444 | $1.2M |
| Deutsche Bank AG | 0.00% | Reduce -12.1% | 3,387 | $1.2M |
| Shepherd Kaplan Krochuk, LLC | 0.92% | Add +0.1% | 3,361 | $1.2M |
| Flagship Private Wealth, LLC | 0.74% | Add +3.1% | 3,342 | $1.2M |
| Sfm, LLC | 0.88% | Reduce -15.0% | 3,338 | $1.1M |
| Boston Trust Walden Corp | 0.01% | No change | 3,334 | $1.1M |
| Stock Yards Bank & Trust Co. | 0.04% | Add +46.6% | 3,329 | $1.1M |
| Guyasuta Investment Advisors Inc. | 0.08% | No change | 3,680 | $1.1M |
| Circle Wealth Management, LLC | 0.03% | No change | 3,321 | $1.1M |
| Private Capital Management LLC | 0.25% | Add +5.4% | 3,308 | $1.1M |
| Allegheny Financial Group | 0.35% | Reduce -15.2% | 3,302 | $1.1M |
| Westmount Partners, LLC | 0.41% | Reduce -0.8% | 3,292 | $1.1M |
| LifePro Asset Management | 0.75% | Reduce -37.5% | 3,282 | $1.1M |
| Level Financial Advisors | 0.51% | Add +31.0% | 3,276 | $1.1M |
| Householder Group Estate & Retirement Specialist, LLC | 0.33% | Reduce -18.8% | 3,267 | $1.1M |
| CPA Asset Management Group, LLC | 0.63% | Add +13.6% | 3,267 | $1.1M |
| HBW Advisory Services LLC | 0.21% | No change | 3,591 | $1.1M |
| Creekmur Asset Management LLC | 0.38% | Reduce -6.1% | 3,236 | $1.1M |
| Eldridge Investment Advisors, Inc. | 0.29% | No change | 3,233 | $1.1M |
| Fort Pitt Capital Group, LLC | 0.03% | Reduce -3.9% | 3,216 | $1.1M |
| Quadrant Capital Group LLC | 0.09% | No change | 3,193 | $1.1M |
| Patriot Investment Management Group, Inc. | 0.09% | No change | 3,177 | $1.1M |
| Endowment Wealth Management, Inc. | 0.82% | Add +161.1% | 3,172 | $1.1M |
| Caldwell Trust Co | 0.13% | Reduce -8.7% | 3,172 | $1.1M |
| Alpha Omega Wealth Management LLC | 0.20% | Reduce -4.1% | 3,166 | $1.1M |
| Rathbones Group PLC | 0.01% | No change | 3,163 | $1.1M |
| Sandy Cove Advisors, LLC | 0.50% | Add +0.1% | 3,158 | $1.1M |
| Grey Street Capital, LLC | 0.15% | Add +0.1% | 3,157 | $1.1M |
| Ruggaard & Associates LLC | 0.52% | Add +7.7% | 3,148 | $1.1M |
| CVA Family Office, LLC | 0.19% | Reduce -0.1% | 3,148 | $1.1M |
| Synergy Asset Management, LLC | 0.18% | Add +22.1% | 3,146 | $1.1M |
| TBH Global Asset Management, LLC | 0.22% | Reduce -16.9% | 3,143 | $1.1M |
| Swmg, LLC | 0.49% | Reduce -10.2% | 3,139 | $1.1M |
| Caldwell Sutter Capital, Inc. | 0.52% | Reduce -3.0% | 3,136 | $1.1M |
| Breakwater Investment Management | 0.49% | — | 3,108 | $1.1M |
| HF Advisory Group, LLC | 0.60% | Add +1.3% | 3,102 | $1.1M |
| Cooper Financial Group | 0.18% | Add +14.6% | 3,097 | $1.1M |
| Quadcap Wealth Management, LLC | 0.24% | Add +0.2% | 3,093 | $1.1M |
| Detalus Advisors, LLC | 0.38% | No change | 3,071 | $1.1M |
| New England Private Wealth Advisors LLC | 0.19% | Add +0.1% | 3,069 | $1.1M |
| RKL Wealth Management LLC | 0.10% | Add +2.5% | 3,056 | $1.1M |
| Americana Partners, LLC | 0.09% | No change | 3,049 | $1.0M |
| Matrix Asset Advisors Inc. | 0.13% | No change | 3,049 | $1.0M |
| Freedom Investment Management, Inc. | 0.08% | Reduce -8.0% | 3,045 | $1.0M |
| Accel Wealth Management | 0.44% | Add +27.8% | 3,031 | $1.0M |
| FinTrust Capital Advisors, LLC | 0.20% | Reduce -0.1% | 3,030 | $1.0M |
| Mb, Levis & Associates, LLC | 0.55% | Add +0.1% | 2,994 | $1.0M |
| LRI Investments, LLC | 0.26% | — | 2,989 | $1.0M |
| RHS Financial, LLC | 0.60% | Reduce -6.9% | 2,975 | $1.0M |
| Waterfront Wealth Inc. | 0.28% | Reduce -10.7% | 3,059 | $1.0M |
| Klingman & Associates, LLC | 0.07% | Add +5.0% | 2,947 | $1.0M |
| InterOcean Capital Group, LLC | 0.02% | Reduce -3.6% | 2,943 | $1.0M |
| WBH Advisory Inc. | 0.10% | No change | 2,936 | $1.0M |
| Kingswood Wealth Advisors, LLC | 0.12% | Add +26.0% | 2,933 | $1.0M |
| Farmers & Merchants Investments Inc. | 0.03% | No change | 2,921 | $1.0M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 2,888 | $995K |
| Tidal Investments LLC | 0.02% | Add +204.2% | 2,890 | $995K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +1.7% | 2,882 | $992K |
| Aprio Wealth Management, LLC | 0.19% | Add +1.8% | 2,880 | $991K |
| Linscomb Wealth, Inc. | 0.05% | Reduce -3.3% | 2,854 | $982K |
| Breakwater Capital Group | 0.25% | Add +4.9% | 2,849 | $981K |
| Lincoln Capital LLC | 0.22% | Add +0.7% | 2,847 | $980K |
| Cornell Pochily Investment Advisors, Inc. | 0.39% | Add +0.3% | 2,836 | $976K |
| X-Square Capital, LLC | 0.46% | Add +211.3% | 2,960 | $976K |
| Verus Capital Partners, LLC | 0.11% | Reduce -6.3% | 2,830 | $974K |
| Tectonic Advisors LLC | 0.07% | Reduce -0.3% | 2,829 | $974K |
| Marion Wealth Management | 0.29% | No change | 2,825 | $972K |
| Warwick Investment Management, Inc. | 0.23% | Add +327.9% | 2,820 | $971K |
| Summit Financial Strategies, Inc. | 0.13% | Add +0.1% | 2,805 | $965K |
| Northstar Advisory Group, LLC | 0.58% | Reduce -2.8% | 2,797 | $962K |
| Wealthquest Corp | 0.10% | Reduce -0.2% | 2,792 | $961K |
| Trademark Financial Management, LLC | 0.80% | Reduce -10.1% | 2,790 | $960K |
| 9258 Wealth Management, LLC | 0.15% | Add +1.4% | 2,787 | $959K |
| Haverford Trust Co | 0.01% | Reduce -11.7% | 2,783 | $958K |
| Raleigh Capital Management Inc. | 0.41% | Reduce -3.0% | 2,769 | $953K |
| Cohen Investment Advisors LLC | 0.62% | Reduce -2.3% | 2,766 | $952K |
| LPWM LLC | 0.35% | Add +2.1% | 2,792 | $952K |
| Eudaimonia Partners, LLC | 0.23% | Reduce -1.2% | 2,764 | $952K |
| Operose Advisors LLC | 0.32% | Reduce -24.3% | 2,763 | $951K |
| Pure Financial Advisors, LLC | 0.03% | Reduce -4.4% | 2,756 | $949K |
| WealthCare Investment Partners, LLC | 0.46% | Add +3.3% | 2,754 | $948K |
| Sonora Investment Management Group, LLC | 0.07% | Reduce -3.5% | 2,749 | $946K |
| Sierra Summit Advisors LLC | 0.26% | Reduce -6.8% | 2,745 | $945K |
| Atlantic Edge Private Wealth Management, LLC | 0.32% | Reduce -23.0% | 2,740 | $943K |
| McNamara Financial Services, Inc. | 0.20% | Reduce -6.8% | 2,730 | $940K |
| Wesbanco Bank Inc. | 0.04% | Add +0.6% | 2,726 | $938K |
| Urban Financial Advisory Corp | 0.58% | Add +0.1% | 2,721 | $937K |
| Shepherd Financial Partners LLC | 0.12% | Add +5.8% | 2,717 | $935K |
| Valley National Advisers Inc. | 0.14% | No change | 2,713 | $933K |
| Aviso Wealth Management | 0.59% | No change | 2,702 | $930K |
| Zacks Investment Management | 0.01% | Add +3.7% | 2,700 | $929K |
| NorthCrest Asset Manangement, LLC | 0.03% | Add +2.8% | 2,670 | $919K |
| Frank, Rimerman Advisors LLC | 0.18% | No change | 2,668 | $918K |
| Noesis Capital Mangement Corp. | 0.20% | Reduce -3.5% | 2,664 | $917K |
| Coulter & Justus Financial Services, LLC | 0.20% | New | 2,664 | $917K |
| Tenon Financial LLC | 0.77% | — | 2,661 | $916K |
| Collective Family Office LLC | 0.30% | Reduce -15.8% | 2,650 | $912K |
| FineMark National Bank & Trust | 0.03% | Add +33.9% | 2,643 | $910K |
| Alley Investment Management Company, LLC | 0.13% | Add +12.0% | 2,642 | $910K |
| Sheaff Brock Investment Advisors, LLC | 0.07% | Add +3.9% | 2,641 | $909K |
| Tsfg, LLC | 0.23% | Reduce -1.6% | 2,630 | $905K |
| Glenview Trust Co | 0.02% | Reduce -5.7% | 2,626 | $904K |
| Thomasville National Bank | 0.07% | Reduce -7.2% | 2,618 | $901K |
| Farmers National Bank | 0.27% | Reduce -5.0% | 2,614 | $900K |
| Bank of New Hampshire | 0.24% | Add +1.6% | 2,603 | $896K |
| Carmichael Hill & Associates, Inc. | 0.37% | No change | 2,602 | $896K |
| Claro Advisors Inc. | 0.16% | Add +0.0% | 2,600 | $895K |
| Chapin Davis, Inc. | 0.33% | Add +26.2% | 2,599 | $895K |
| Conservest Capital Advisors, Inc. | 0.09% | No change | 2,597 | $894K |
| Bremer Bank National Association | 0.17% | No change | 2,597 | $894K |
| EPG Wealth Management LLC | 0.22% | Reduce -8.8% | 2,584 | $889K |
| Bridgewealth Advisory Group, LLC | 0.43% | Reduce -31.5% | 2,570 | $885K |
| First Manhattan Co. Llc. | 0.00% | Reduce -5.0% | 2,557 | $882K |
| Wintrust Investments LLC | 0.08% | Add +39.4% | 2,549 | $877K |
| TrueWealth Advisors, LLC | 0.34% | Reduce -7.4% | 2,534 | $872K |
| Libra Wealth LLC | 0.38% | Reduce -8.8% | 2,534 | $872K |
| XML Financial, LLC | 0.09% | Add +21.4% | 2,531 | $871K |
| LaFleur & Godfrey LLC | 0.13% | Add +46.7% | 2,529 | $871K |
| Focused Wealth Management, Inc | 0.14% | Add +0.1% | 2,525 | $869K |
| SteelPeak Wealth, LLC | 0.04% | No change | 2,524 | $869K |
| Wealth Advisors of Iowa, LLC | 0.53% | Add +0.0% | 2,519 | $867K |
| 180 Wealth Advisors, LLC | 0.16% | Add +4.1% | 2,507 | $863K |
| Badgley Phelps Wealth Managers, LLC | 0.02% | Reduce -8.0% | 2,505 | $862K |
| Cosner Financial Group, LLC | 0.62% | Add +0.2% | 2,503 | $862K |
| Winthrop Advisory Group LLC | 0.12% | Add +8.0% | 2,495 | $859K |
| Bouchey Financial Group, Ltd. | 0.08% | No change | 2,491 | $857K |
| Legacy Advisors, LLC | 0.11% | Add +283.2% | 2,487 | $856K |
| NorthCoast Asset Management LLC | 0.01% | Add +125.9% | 2,485 | $855K |
| Stablepoint Partners, LLC | 0.17% | Add +10.3% | 2,485 | $855K |
| First Commonwealth Financial Corp | 0.23% | Reduce -53.2% | 2,483 | $855K |
| Alaska Wealth Advisors, LLC | 0.13% | Reduce -4.3% | 2,476 | $852K |
| Avantax Planning Partners, Inc. | 0.03% | Add +38.7% | 2,471 | $851K |
| Farmers Trust Co. | 0.17% | Add +20.3% | 2,466 | $849K |
| Old National Bancorp | 0.02% | Add +1.6% | 2,465 | $848K |
| Twin City Private Wealth, LLC | 0.84% | — | 2,465 | $848K |
| PDS Planning, Inc | 0.09% | Add +2.7% | 2,460 | $847K |
| Absolute Capital Management, LLC | 0.54% | Add +4.6% | 2,454 | $845K |
| Baker Avenue Asset Management, LP | 0.03% | Reduce -7.1% | 2,452 | $844K |
| Trust Co. of Vermont | 0.05% | Reduce -5.3% | 2,448 | $843K |
| Navalign, LLC | 0.28% | Reduce -2.9% | 2,445 | $842K |
| Herold Advisors, Inc. | 0.20% | Reduce -0.7% | 2,441 | $840K |
| Talisman Wealth Advisors LLC | 1.06% | Add +0.1% | 2,440 | $840K |
| Private Advisory Group LLC | 0.12% | Add +0.5% | 2,437 | $839K |
| Executive Wealth Management, LLC | 0.07% | Reduce -4.3% | 2,431 | $837K |
| Financial Gravity Asset Management, Inc. | 0.24% | No change | 2,689 | $836K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 2,409 | $829K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | Add +1.9% | 2,533 | $825K |
| Athena Investment Management | 0.49% | No change | 2,394 | $824K |
| Madden Advisory Services, Inc. | 0.43% | Reduce -0.2% | 2,394 | $824K |
| Beacon Financial Advisory LLC | 0.40% | Reduce -4.8% | 2,392 | $823K |
| Hilltop Wealth Advisors, LLC | 0.42% | Reduce -15.2% | 2,381 | $820K |
| Prosperity Consulting Group, LLC | 0.10% | Add +11.6% | 2,381 | $820K |
| Evolution Wealth Advisors, LLC | 0.16% | Reduce -3.0% | 2,380 | $819K |
| Brown Miller Wealth Management, LLC | 0.36% | Add +5.1% | 2,368 | $815K |
| Silver Oak Securities, Incorporated | 0.12% | Reduce -73.1% | 2,359 | $812K |
| Investmark Advisory Group LLC | 0.45% | Add +0.3% | 2,358 | $812K |
| Mainstay Capital Management LLC | 0.15% | No change | 2,350 | $809K |
| Grant/GrossMendelsohn, LLC | 0.37% | Add +0.1% | 2,348 | $805K |
| Tanglewood Legacy Advisors, LLC | 0.40% | No change | 2,335 | $804K |
| Cypress Point Wealth Management, LLC | 0.41% | No change | 2,333 | $803K |
| Willner & Heller, LLC | 0.80% | Reduce -2.5% | 2,324 | $800K |
| Richard W. Paul & Associates, LLC | 0.31% | Reduce -6.7% | 2,285 | $787K |
| Patton Albertson Miller Group, LLC | 0.12% | Reduce -0.1% | 2,281 | $785K |
| Headinvest, LLC | 0.15% | No change | 2,280 | $785K |
| Annex Advisory Services, LLC | 0.03% | Add +9.7% | 2,275 | $783K |
| Summit Wealth Partners, LLC | 0.17% | Reduce -3.2% | 2,270 | $781K |
| Archer Investment Corp | 0.23% | Reduce -0.8% | 2,253 | $775K |
| Burkett Financial Services, LLC | 0.40% | Reduce -5.8% | 2,251 | $775K |
| Wealth Architects, LLC | 0.10% | Add +0.0% | 2,251 | $775K |
| Graypoint LLC | 0.06% | No change | 2,249 | $774K |
| Carret Asset Management, LLC | 0.09% | Add +0.9% | 2,245 | $773K |
| Black Swift Group, LLC | 0.20% | No change | 2,244 | $772K |
| Intellectus Partners, LLC | 0.20% | No change | 2,240 | $771K |
| Daymark Wealth Partners, LLC | 0.04% | Add +1.2% | 2,238 | $770K |
| Myecfo, LLC | 0.45% | No change | 2,236 | $770K |
| TCI Wealth Advisors, Inc. | 0.08% | Reduce -7.7% | 2,232 | $768K |
| Guardian Wealth Advisors, LLC / NC | 0.09% | Add +74.0% | 2,232 | $768K |
| Davis R M Inc. | 0.02% | Reduce -7.5% | 2,226 | $766K |
| First Command Advisory Services, Inc. | 0.01% | Reduce -8.2% | 2,224 | $762K |
| Coppell Advisory Solutions Corp. | 0.14% | — | 2,214 | $762K |
| Sage Financial Management Group, Inc. | 0.36% | No change | 2,210 | $761K |
| Idaho Trust Co | 0.73% | Reduce -79.1% | 2,207 | $760K |
| Fingerlakes Wealth Management, Inc. | 0.73% | Add +0.1% | 2,207 | $760K |
| First International Bank & Trust | 0.26% | Reduce -0.7% | 2,206 | $759K |
| Colonial River Investments, LLC | 0.43% | Reduce -1.6% | 2,202 | $758K |
| FRG Family Wealth Advisors LLC | 0.15% | No change | 2,298 | $758K |
| Shelton Capital Management | 0.02% | Reduce -12.0% | 2,200 | $757K |
| Indiana Trust & Investment Management Co | 0.30% | No change | 2,197 | $756K |
| Towercrest Capital Management | 0.13% | No change | 2,191 | $754K |
| Wolf Group Capital Advisors | 0.36% | No change | 2,663 | $754K |
| Cedar Mountain Advisors, LLC | 0.19% | Add +9.9% | 2,188 | $753K |
| Redwood Financial Network Corp | 0.65% | Reduce -5.7% | 2,181 | $751K |
| CIC Wealth, LLC | 0.22% | Add +104.0% | 2,181 | $751K |
| Long Island Wealth Management, Inc. | 0.52% | Add +0.1% | 2,158 | $743K |
| Cynosure Group, LLC | 0.13% | Add +0.1% | 2,157 | $742K |
| IFG Advisors, LLC | 0.19% | Add +0.1% | 2,145 | $738K |
| BOS Asset Management, LLC | 0.39% | No change | 2,143 | $738K |
| McLean Asset Management Corp | 0.25% | Reduce -0.1% | 2,150 | $737K |
| First National Trust Co | 0.03% | No change | 2,139 | $736K |
| Apella Capital, LLC | 0.04% | Reduce -3.7% | 2,146 | $736K |
| WP Advisors, LLC | 0.24% | Reduce -2.0% | 2,135 | $735K |
| CWA Asset Management Group, LLC | 0.04% | Add +38.7% | 2,122 | $730K |
| Wealth Dimensions Group, Ltd. | 0.22% | Add +0.2% | 2,119 | $729K |
| Pacific Sun Financial Corp | 0.42% | Add +0.6% | 2,104 | $724K |
| Welch Group, LLC | 0.04% | Add +61.6% | 2,104 | $724K |
| Capital Group Private Client Services, Inc. | 0.01% | Reduce -0.2% | 2,104 | $724K |
| DiNuzzo Private Wealth, Inc. | 0.10% | No change | 2,102 | $724K |
| Shayne & Jacobs, LLC | 0.20% | No change | 2,100 | $723K |
| W Advisors, LLC | 0.50% | Reduce -6.4% | 2,099 | $722K |
| Northwest Wealth Management, LLC | 0.20% | Reduce -0.8% | 2,093 | $721K |
| Syverson Strege & Co | 0.26% | Add +9.8% | 2,090 | $719K |
| Boyd Watterson Asset Management LLC | 0.26% | No change | 2,089 | $719K |
| CGC Financial Services, LLC | 0.38% | Add +5.5% | 2,083 | $717K |
| First Foundation Advisors | 0.03% | Reduce -25.8% | 2,074 | $714K |
| Capital Asset Advisory Services LLC | 0.04% | Add +5.5% | 2,083 | $714K |
| Clark Capital Management Group, Inc. | 0.01% | Add +33.3% | 2,065 | $711K |
| Apollon Financial, LLC | 0.25% | Reduce -3.7% | 2,064 | $710K |
| FSA Advisors, Inc. | 0.76% | Reduce -13.7% | 2,058 | $708K |
| One Wealth Advisors, LLC | 0.12% | No change | 2,058 | $708K |
| Petra Financial Advisors Inc. | 0.52% | No change | 2,217 | $708K |
| Berkshire Asset Management LLC | 0.04% | No change | 2,044 | $704K |
| Fairhaven Wealth Management, LLC | 0.24% | Add +5.1% | 2,037 | $701K |
| Windsor Capital Management, LLC | 0.22% | Add +0.1% | 2,030 | $699K |
| WASHINGTON TRUST Co | 0.03% | Add +22.3% | 2,029 | $698K |
| Atlantic Union Bankshares Corp | 0.06% | Reduce -4.5% | 2,023 | $696K |
| Round Rock Advisors LLC | 0.17% | Reduce -30.2% | 2,022 | $696K |
| Hemington Wealth Management | 0.25% | No change | 2,014 | $694K |
| Meridian Wealth Advisors, LLC | 0.13% | No change | 2,016 | $694K |
| GFG Capital, LLC | 0.18% | Reduce -11.1% | 2,010 | $692K |
| Horizon Investment Services, LLC | 0.34% | Reduce -16.9% | 2,009 | $692K |
| Waller Financial Planning Group, Inc. | 0.18% | No change | 2,002 | $689K |
| Northwest Investment Counselors, LLC | 0.17% | Add +0.1% | 2,001 | $689K |
| Money Concepts Capital Corp. | 0.06% | Add +10.6% | 2,001 | $689K |
| L & S Advisors Inc | 0.09% | No change | 1,997 | $687K |
| Select Asset Management & Trust | 0.29% | Reduce -93.2% | 1,997 | $687K |
| Institutional & Family Asset Management, LLC | 0.11% | Reduce -7.2% | 1,987 | $684K |
| Wealth Management Partners, LLC | 0.35% | Reduce -5.0% | 1,984 | $683K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +3.4% | 1,980 | $681K |
| Shared Vision Wealth Group LLC | 0.43% | No change | 1,978 | $681K |
| GenTrust, LLC | 0.04% | No change | 1,977 | $680K |
| Ally Invest Advisors Inc. | 0.07% | Add +0.4% | 1,972 | $679K |
| Arrowroot Family Office, LLC | 0.43% | Add +10.2% | 1,971 | $678K |
| TruWealth Advisors, LLC | 0.05% | Reduce -3.3% | 1,970 | $678K |
| Gradient Investments LLC | 0.02% | Add +24.2% | 1,955 | $673K |
| Orgel Wealth Management, LLC | 0.02% | Reduce -3.1% | 1,938 | $667K |
| Beam Wealth Advisors, Inc. | 0.40% | Reduce -13.5% | 1,935 | $666K |
| Single Point Partners, LLC | 0.15% | Reduce -1.3% | 1,936 | $666K |
| AMG National Trust Bank | 0.02% | Add +0.1% | 1,929 | $664K |
| Root Financial Partners, LLC | 0.20% | Add +145.0% | 1,923 | $662K |
| SFG Wealth Management, LLC. | 0.39% | No change | 1,920 | $661K |
| Unique Wealth Strategies, LLC | 0.32% | Reduce -34.4% | 1,917 | $660K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.13% | Add +11.4% | 1,902 | $658K |
| LJI Wealth Management, LLC | 0.17% | No change | 1,908 | $657K |
| Sanctuary Wealth Management, L.L.C. | 0.53% | New | 1,907 | $656K |
| Phoenix Wealth Advisors | 0.40% | Reduce -9.1% | 1,906 | $656K |
| S.A. Mason LLC | 0.39% | No change | 1,901 | $654K |
| GAMMA Investing LLC | 0.13% | Reduce -0.3% | 1,896 | $653K |
| First Bancorp, Inc | 0.49% | Reduce -3.0% | 1,893 | $652K |
| Alliance Wealth Management Group | 0.19% | No change | 1,891 | $651K |
| BBR Partners, LLC | 0.05% | Add +57.2% | 1,886 | $649K |
| Gries Financial LLC | 0.11% | Add +41.9% | 1,883 | $648K |
| Clarity Financial LLC | 0.10% | No change | 1,881 | $648K |
| Cornerstone Advisors Asset Management, LLC | 0.23% | Reduce -13.3% | 1,881 | $647K |
| Atlantic Private Wealth, LLC | 0.54% | Reduce -20.8% | 1,880 | $647K |
| Maltin Wealth Management, Inc. | 0.36% | Add +0.1% | 1,879 | $647K |
| RDA Financial Network | 0.22% | Add +6.7% | 1,874 | $645K |
| AAF Wealth Management, LLC | 0.36% | Reduce -2.8% | 1,866 | $642K |
| KPP Advisory Services LLC | 0.17% | Add +8.6% | 1,851 | $637K |
| Full Sail Capital, LLC | 0.04% | Add +16.5% | 1,846 | $635K |
| German American Bancorp, Inc. | 0.08% | Reduce -0.3% | 1,838 | $633K |
| Valued Retirements, Inc. | 1.01% | Add +0.2% | 1,836 | $632K |
| Silver Coast Investments LLC | 0.26% | New | 1,829 | $630K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.15% | No change | 1,827 | $629K |
| New Perspectives, Inc | 0.35% | — | 1,819 | $626K |
| Thompson Davis & Co., Inc. | 0.42% | Add +2.6% | 1,810 | $623K |
| Shira Ridge Wealth Management | 0.35% | Reduce -0.3% | 1,800 | $620K |
| Narwhal Capital Management | 0.06% | No change | 1,800 | $620K |
| Dynamic Wealth Strategies, LLC | 0.53% | No change | 1,794 | $617K |
| Ullmann Wealth Partners Group, LLC | 0.09% | Add +19.8% | 1,792 | $617K |
| SpiderRock Advisors, LLC | 0.02% | — | 1,803 | $615K |
| Harmony Asset Management LLC | 0.25% | Add +84.7% | 1,786 | $615K |
| Country Trust Bank | 0.02% | Add +0.1% | 1,782 | $613K |
| Means Investment Co., Inc. | 0.08% | Add +11.9% | 1,781 | $613K |
| DLK Investment Management, LLC | 0.26% | Reduce -2.5% | 1,780 | $613K |
| Pekin Hardy Strauss, Inc. | 0.08% | Add +12.7% | 1,778 | $612K |
| Next Capital Management LLC | 0.25% | Reduce -3.0% | 1,772 | $610K |
| MKT Advisors LLC | 0.33% | Reduce -2.3% | 1,780 | $607K |
| TRUE Private Wealth Advisors | 0.07% | Reduce -14.0% | 1,763 | $607K |
| Fortis Capital Advisors, LLC | 0.25% | Add +33.1% | 1,759 | $605K |
| Beese Fulmer Investment Management, Inc. | 0.06% | Add +4.2% | 1,755 | $604K |
| Vision Capital Management, Inc. | 0.09% | No change | 1,751 | $603K |
| Strategic Wealth Partners, Ltd. | 0.07% | Reduce -18.6% | 1,744 | $600K |
| Seneca Financial Advisors LLC | 0.32% | No change | 1,734 | $597K |
| Johnson Financial Group, Inc. | 0.03% | Reduce -33.9% | 1,731 | $596K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.27% | Add +0.3% | 1,757 | $596K |
| Mason Investment Advisory Services, Inc. | 0.04% | Reduce -10.9% | 1,727 | $594K |
| Flower City Capital | 0.39% | No change | 1,724 | $593K |
| Petredis Investment Advisors LLC | 0.07% | Add +0.5% | 1,723 | $593K |
| YHB Investment Advisors, Inc. | 0.05% | Add +5.5% | 1,723 | $593K |
| Winslow Capital Management, LLC | 0.00% | Reduce -7.7% | 1,723 | $593K |
| Crescent Grove Advisors, LLC | 0.06% | Add +23.1% | 1,721 | $592K |
| First Trust Direct Indexing L.P. | 0.04% | Add +156.7% | 1,720 | $592K |
| Peoples Financial Services Corp. | 0.26% | No change | 1,720 | $592K |
| Sfmg, LLC | 0.05% | Add +0.1% | 1,719 | $592K |
| Fiduciary Group, LLC | 0.06% | No change | 1,718 | $591K |
| King Wealth Management Group | 0.10% | No change | 1,718 | $591K |
| Sterling Financial Planning, Inc. | 0.24% | Reduce -5.4% | 1,712 | $589K |
| Alpha Financial Partners LLC | 0.54% | Reduce -0.7% | 1,708 | $588K |
| Elevation Point Wealth Partners, LLC | 0.04% | Add +3.7% | 1,691 | $582K |
| Eudaimonia Advisors LLC | 0.31% | Add +6.0% | 1,690 | $582K |
| AF Advisors, Inc. | 0.13% | Add +3.1% | 1,685 | $580K |
| Freestone Capital Holdings, LLC | 0.02% | Add +38.9% | 1,684 | $580K |
| Rather & Kittrell, Inc. | 0.17% | Add +72.4% | 1,679 | $578K |
| Catalina Capital Group, LLC | 0.25% | Add +29.8% | 1,674 | $576K |
| Tyler-Stone Wealth Management | 0.26% | Add +2.8% | 1,673 | $576K |
| Ti-Trust, Inc. | 0.42% | No change | 1,664 | $573K |
| Strategic Financial Services, Inc. | 0.04% | No change | 1,663 | $572K |
| Wallace Advisory Group, LLC | 0.43% | New | 1,840 | $572K |
| Independence Bank of Kentucky | 0.17% | Reduce -0.8% | 1,655 | $570K |
| Cambridge Trust Co. | 0.02% | No change | 1,655 | $570K |
| Eagle Bay Advisors LLC | 0.36% | Add +9.9% | 1,647 | $567K |
| Traynor Capital Management, Inc. | 0.05% | Reduce -12.4% | 1,645 | $566K |
| Park Place Capital Corp | 0.20% | Reduce -12.8% | 1,643 | $565K |
| Jaffetilchin Investment Partners, LLC | 0.05% | Add +27.2% | 1,640 | $565K |
| Jacobi Capital Management LLC | 0.05% | Reduce -17.5% | 1,638 | $564K |
| Congress Asset Management Co. | 0.00% | Reduce -2.6% | 1,632 | $562K |
| Colonial Trust Advisors | 0.06% | Reduce -6.3% | 1,631 | $561K |
| Independent Advisor Alliance | 0.02% | Reduce -52.5% | 1,631 | $561K |
| FAS Wealth Partners, Inc. | 0.05% | Add +77.4% | 1,630 | $561K |
| Holderness Investments Co. | 0.14% | Reduce -2.5% | 1,623 | $559K |
| Stewart & Patten Co. LLC | 0.08% | No change | 1,618 | $557K |
| Oxford Financial Group, LTD. LLC | 0.04% | Add +76.3% | 1,617 | $557K |
| Channel Wealth LLC | 0.22% | Add +1.6% | 1,613 | $555K |
| CFO4Life Group, LLC | 0.10% | Add +13.5% | 1,612 | $555K |
| Wealthstar Advisors, LLC | 0.19% | Reduce -1.8% | 1,612 | $555K |
| Denver Wealth Management, Inc. | 0.28% | Reduce -15.8% | 1,606 | $553K |
| Colonial Trust Co / SC | 0.10% | Reduce -5.5% | 1,605 | $552K |
| Center For Asset Management LLC | 0.45% | Reduce -9.2% | 1,602 | $551K |
| Washington Trust Bank | 0.05% | Reduce -4.9% | 1,602 | $551K |
| Private Ocean, LLC | 0.06% | Reduce -1.8% | 1,600 | $551K |
| Twele Capital Management, Inc. | 0.12% | Reduce -1.3% | 1,594 | $549K |
| Capital Advisors Inc. | 0.01% | Add +34.6% | 1,579 | $543K |
| Well Done, LLC | 0.11% | Reduce -2.4% | 1,562 | $538K |
| Larson Financial Group LLC | 0.04% | Reduce -45.6% | 1,557 | $536K |
| Valley Wealth Managers, Inc. | 0.04% | No change | 1,549 | $533K |
| Rodgers Brothers Inc. | 0.07% | Add +0.9% | 1,546 | $532K |
| Ted Buchan & Co | 0.33% | New | 1,544 | $531K |
| Prosperity Financial Group, Inc. | 0.33% | Add +13.7% | 1,539 | $530K |
| Coordinated Financial Services, Inc. | 0.47% | — | 1,537 | $529K |
| Alpine Woods Capital Investors, LLC | 0.10% | No change | 1,600 | $528K |
| Ellsworth Advisors, LLC | 0.15% | Reduce -0.6% | 1,545 | $527K |
| Interchange Capital Partners, LLC | 0.36% | Reduce -36.5% | 1,532 | $527K |
| Morton Capital Management LLC | 0.14% | Reduce -12.4% | 1,517 | $522K |
| Wealth Group Ltd | 0.16% | Add +4.8% | 1,515 | $521K |
| FSA Wealth Management LLC | 0.23% | Add +39.2% | 1,509 | $519K |
| Blue Chip Partners, LLC | 0.05% | Add +0.1% | 1,508 | $519K |
| First Business Financial Services, Inc. | 0.06% | No change | 1,502 | $517K |
| American Financial & Tax Strategies Inc. | 0.28% | Reduce -12.1% | 1,500 | $516K |
| Bey-Douglas LLC | 0.49% | Add +0.3% | 1,496 | $515K |
| Financial Futures Ltd Liability Co. | 0.34% | Reduce -0.5% | 1,495 | $515K |
| Cannell & Spears LLC | 0.01% | New | 1,494 | $514K |
| Landaas & Co. /Wi | 0.17% | Reduce -1.6% | 1,492 | $513K |
| Proffitt & Goodson Inc. | 0.09% | No change | 1,489 | $513K |
| Ballast Advisors LLC | 0.17% | Reduce -2.0% | 1,488 | $512K |
| Vance Wealth, LLC | 0.20% | Add +29.2% | 1,484 | $511K |
| Oxbow Advisors, LLC | 0.07% | No change | 1,477 | $508K |
| Rowlandmiller & Partners.adv | 0.11% | No change | 1,475 | $508K |
| Baker Tilly Wealth Management, LLC | 0.09% | Reduce -59.7% | 1,471 | $506K |
| Hancock Whitney Corp. | 0.02% | No change | 1,465 | $504K |
| Chilton Capital Management LLC | 0.02% | Reduce -19.3% | 1,461 | $503K |
| Townsend Asset Management Corp. /NC/ | 0.20% | Reduce -5.3% | 1,458 | $502K |
| Chemistry Wealth Management LLC | 0.14% | Add +0.9% | 1,455 | $501K |
| ARK & TLK Investments, LLC | 0.19% | Reduce -4.7% | 1,447 | $498K |
| Toews Corp. | 0.09% | Reduce -10.6% | 1,445 | $497K |
| Sharper & Granite LLC | 0.24% | Reduce -12.1% | 1,450 | $497K |
| Flagstar Securities, Inc. | 0.14% | Add +0.1% | 1,439 | $496K |
| Berkeley Capital Partners, LLC | 0.15% | Reduce -1.2% | 1,437 | $495K |
| Landmark Wealth Management, Inc. | 5.08% | No change | 1,432 | $493K |
| Cypress Financial Planning LLC | 0.23% | Add +85.0% | 1,432 | $493K |
| Trexquant Investment LP | 0.01% | New | 1,432 | $493K |
| Bogart Wealth, LLC | 0.03% | Reduce -49.1% | 1,430 | $492K |
| Christensen, King & Associates Investment Services, Inc. | 0.25% | Add +3.3% | 1,428 | $492K |
| Balanced Rock Investment Advisors LLC | 0.42% | New | 1,428 | $492K |
| Collaborative Wealth Managment Inc. | 0.25% | Add +2.9% | 1,426 | $491K |
| Private Client Services, LLC | 0.33% | Add +1.6% | 1,426 | $491K |
| Norden Group LLC | 0.10% | New | 1,425 | $490K |
| Capital Management Associates, Inc | 0.36% | Add +0.1% | 1,421 | $489K |
| J. W. Coons Advisors, LLC | 0.09% | No change | 1,418 | $488K |
| Soltis Investment Advisors LLC | 0.05% | Add +27.4% | 1,413 | $486K |
| Viewpoint Capital Management LLC | 0.31% | No change | 1,403 | $483K |
| Pettyjohn, Wood & White, Inc. | 0.10% | No change | 1,400 | $482K |
| Sterling Investment Advisors, Ltd. | 0.13% | Add +31.9% | 1,374 | $473K |
| Pointe Capital Management LLC | 0.29% | No change | 1,366 | $470K |
| Ironwood Financial, llc | 0.11% | Add +16.7% | 1,363 | $469K |
| Keudell/Morrison Wealth Management | 0.14% | Add +3.0% | 1,359 | $468K |
| Benin Management CORP | 0.15% | Add +0.1% | 1,359 | $468K |
| Iron Horse Wealth Management, LLC | 0.18% | Add +3.9% | 1,344 | $463K |
| St. Clair Advisors, LLC | 0.15% | No change | 1,339 | $461K |
| Capital Advisors Wealth Management, LLC | 0.09% | Reduce -0.1% | 1,328 | $457K |
| Cypress Wealth Services, LLC | 0.11% | Add +0.1% | 1,325 | $456K |
| Allen Capital Group, LLC | 0.07% | Reduce -0.8% | 1,324 | $456K |
| Schnieders Capital Management LLC | 0.09% | No change | 1,321 | $455K |
| Slagle Financial, LLC | 0.25% | Reduce -45.5% | 1,318 | $454K |
| Allred Capital Management, LLC | 0.18% | Reduce -13.3% | 1,317 | $454K |
| Mosaic Financial Group, LLC | 0.36% | — | 1,315 | $453K |
| Cladis Investment Advisory, LLC | 0.33% | Add +1.5% | 1,315 | $453K |
| Meridian Financial Advisors, LLC | 0.34% | Add +3.1% | 1,311 | $451K |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -6.9% | 1,307 | $450K |
| Motive Wealth Advisors | 0.27% | Add +56.6% | 1,306 | $450K |
| TCV Trust & Wealth Management, Inc. | 0.04% | No change | 1,305 | $449K |
| Financial Perspectives, Inc | 0.17% | Add +0.6% | 1,303 | $449K |
| Team Hewins, LLC | 0.18% | Reduce -15.2% | 1,302 | $448K |
| RAM Investment Partners, LLC | 0.14% | No change | 1,299 | $447K |
| Carlson Capital Management | 0.02% | Reduce -46.5% | 1,297 | $447K |
| Florida Financial Advisors, LLC | 0.33% | Add +44.2% | 1,296 | $446K |
| Continental Investors Services, Inc. | 1.06% | Reduce -1.2% | 1,295 | $446K |
| Redhawk Wealth Advisors, Inc. | 0.07% | Add +4.4% | 1,294 | $445K |
| John W. Brooker & Co., CPAs | 0.24% | Reduce -5.1% | 1,292 | $445K |
| Armstrong Advisory Group, Inc. | 0.04% | No change | 1,431 | $445K |
| MIdWestOne Financial Group, Inc. | 0.08% | New | 1,291 | $444K |
| Beacon Financial Strategies CORP | 0.32% | Reduce -22.1% | 1,287 | $443K |
| Empire Financial Management Company, LLC | 0.15% | Add +0.6% | 1,286 | $443K |
| Fragasso Financial Advisors Inc | 0.04% | Add +3.4% | 1,268 | $437K |
| HFG Wealth Management, LLC | 0.26% | Reduce -88.9% | 1,268 | $436K |
| Westside Investment Management, Inc. | 0.10% | Add +1.9% | 1,267 | $436K |
| Capital Investment Counsel, LLC | 0.09% | Add +86.7% | 1,266 | $436K |
| MBE Wealth Management, LLC | 0.27% | No change | 1,261 | $434K |
| Verus Financial Partners, Inc. | 0.05% | No change | 1,257 | $433K |
| Valley Forge Investment Consultants Inc. Adv | 0.17% | Add +0.1% | 1,255 | $432K |
| Mairs & Power Inc. | 0.00% | Reduce -18.8% | 1,253 | $431K |
| World Investment Advisors | 0.06% | Reduce -80.7% | 1,251 | $431K |
| Allen Investment Management, LLC | 0.01% | No change | 1,250 | $430K |
| Weatherly Asset Management L. P. | 0.04% | No change | 1,246 | $429K |
| O'Dell Group, LLC | 0.10% | Reduce -2.8% | 1,234 | $425K |
| Pachira Investments Inc. | 0.35% | Add +0.5% | 1,232 | $424K |
| Dark Forest Capital Management LP | 0.07% | Reduce -51.6% | 1,232 | $424K |
| Advisor Resource Council | 0.18% | Reduce -80.5% | 1,363 | $424K |
| Wilmington Savings Fund Society, FSB | 0.02% | — | 1,231 | $424K |
| HUB Investment Partners, LLC | 0.02% | Add +35.8% | 1,228 | $423K |
| JB Capital LLC | 0.03% | Add +0.8% | 1,226 | $422K |
| FWL Investment Management, LLC | 0.23% | No change | 1,225 | $422K |
| Squarepoint Ops LLC | 0.00% | New | 1,215 | $418K |
| Syntegra Private Wealth Group, LLC | 0.05% | Add +1.2% | 1,210 | $416K |
| Arthur M. Cohen & Associates, LLC | 0.09% | Reduce -5.5% | 1,207 | $416K |
| Halbert Hargrove Global Advisors, LLC | 0.03% | Reduce -9.7% | 1,204 | $415K |
| FFT Wealth Management LLC | 0.04% | Reduce -0.3% | 1,204 | $414K |
| Mason & Associates Inc | 0.11% | No change | 1,203 | $414K |
| Monumental Financial Group Inc. | 0.22% | Reduce -16.7% | 1,200 | $413K |
| DHJJ Financial Advisors, Ltd. | 0.18% | Add +0.3% | 1,200 | $413K |
| Gables Capital Management Inc. | 0.23% | Add +19.6% | 1,198 | $412K |
| Denver PWM, LLC | 0.16% | No change | 1,210 | $411K |
| Everpar Advisors LLC | 0.25% | Reduce -17.3% | 1,193 | $411K |
| National Wealth Management Group, LLC | 0.32% | Reduce -5.2% | 1,189 | $409K |
| Advanced Asset Management Advisors Inc | 0.10% | Reduce -2.1% | 1,187 | $409K |
| Wellington Wealth Strategies, LLC. | 0.19% | New | 1,186 | $408K |
| Orleans Capital Management Corp. | 0.27% | Reduce -4.0% | 1,185 | $408K |
| Steele Capital Management, Inc. | 0.02% | Add +43.2% | 1,183 | $407K |
| Evernest Financial Advisors, LLC | 0.19% | Reduce -16.0% | 1,257 | $405K |
| Pillar Wealth Advisors, LLC | 0.31% | No change | 1,177 | $405K |
| Flow Traders U.S. LLC | 0.02% | New | 1,178 | $405K |
| Walker Asset Management, LLC | 0.27% | Add +11.9% | 1,176 | $405K |
| G&S Capital LLC | 0.18% | No change | 1,174 | $404K |
| WR Wealth Planners, LLC | 0.13% | Reduce -0.8% | 1,170 | $403K |
| WMS Partners, LLC | 0.03% | Reduce -1.7% | 1,170 | $403K |
| Horan Capital Advisors, LLC. | 0.14% | No change | 1,169 | $402K |
| Oxinas Partners, LLC | 0.26% | Add +27.7% | 1,167 | $402K |
| Sepio Capital, LP | 0.03% | Add +0.6% | 1,166 | $401K |
| Red Door Wealth Management, LLC | 0.08% | No change | 1,164 | $401K |
| Clarity Wealth Advisors, LLC | 0.14% | No change | 1,163 | $400K |
| Galvin, Gaustad & Stein, LLC | 0.04% | Reduce -1.3% | 1,158 | $399K |
| Pacific Capital Wealth Advisors, Inc. | 0.09% | Reduce -7.1% | 1,157 | $398K |
| Realta Investment Advisors | 0.08% | Reduce -82.3% | 1,147 | $395K |
| Spinnaker Trust | 0.03% | Add +71.3% | 1,146 | $394K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | New | 1,146 | $394K |
| Firestone Capital Management | 0.11% | Add +0.1% | 1,145 | $394K |
| Stockman Wealth Management, Inc. | 0.07% | Add +29.7% | 1,140 | $392K |
| Wynn Capital, LLC | 0.30% | No change | 1,138 | $392K |
| Concorde Asset Management, LLC | 0.27% | New | 1,137 | $391K |
| Insight Wealth Strategies, LLC | 0.06% | Add +1.6% | 1,137 | $391K |
| Hamilton Wealth, LLC | 0.12% | Reduce -3.1% | 1,136 | $391K |
| Main Street Group, LTD | 0.19% | Add +25.9% | 1,132 | $390K |
| GM Advisory Group, LLC | 0.03% | Reduce -17.6% | 1,131 | $389K |
| Buttonwood Financial Advisors Inc. | 0.18% | No change | 1,130 | $389K |
| WealthBridge Capital Management, LLC | 0.13% | Add +4.2% | 1,125 | $387K |
| Tucker Asset Management LLC | 0.09% | Add +31.6% | 1,125 | $387K |
| Financial Management Network Inc. | 0.10% | Add +1.1% | 1,142 | $386K |
| Foster Group, Inc. | 0.02% | Add +48.2% | 1,119 | $385K |
| TriaGen Wealth Management LLC | 0.16% | No change | 1,116 | $384K |
| Garrett Wealth Advisory Group, LLC | 0.16% | Add +0.2% | 1,116 | $384K |
| Granite FO LLC | 0.23% | No change | 1,028 | $383K |
| Signature Resources Capital Management, LLC | 0.36% | No change | 1,232 | $383K |
| Second Line Capital, LLC | 0.12% | New | 1,111 | $382K |
| Debussy Capital Management LP | 0.11% | No change | 1,112 | $382K |
| Pacifica Partners Inc. | 0.17% | Reduce -8.2% | 1,102 | $380K |
| Avestar Capital, LLC | 0.04% | Reduce -52.1% | 1,101 | $379K |
| Latitude Advisors, LLC | 0.24% | Reduce -7.3% | 1,098 | $378K |
| Adero Partners, LLC | 0.03% | No change | 1,098 | $378K |
| Tyche Wealth Partners LLC | 0.09% | Reduce -14.7% | 1,094 | $377K |
| Lyell Wealth Management, LP | 0.04% | Reduce -6.1% | 1,090 | $375K |
| jvl associates llc | 0.15% | New | 1,089 | $375K |
| Shoker Investment Counsel, Inc. | 0.13% | No change | 1,086 | $374K |
| Prosperity Wealth Management, Inc. | 0.18% | Add +46.7% | 1,084 | $373K |
| Transform Wealth, LLC | 0.04% | New | 1,084 | $373K |
| First Nebraska Trust Co | 0.04% | No change | 1,084 | $373K |
| D'Orazio & Associates, Inc. | 0.06% | Add +0.1% | 1,082 | $372K |
| TFG Advisers LLC | 0.15% | Reduce -30.7% | 1,080 | $372K |
| waypoint wealth counsel | 0.29% | Add +1.3% | 1,079 | $371K |
| Johnson Financial Group, LLC | 0.05% | Reduce -79.3% | 1,079 | $371K |
| Pinnacle Family Advisors, LLC | 0.20% | Reduce -0.4% | 1,075 | $370K |
| Welch & Forbes LLC | 0.01% | Add +33.7% | 1,075 | $370K |
| GEM Asset Management, LLC | 0.25% | Add +15.7% | 1,114 | $370K |
| Charles Schwab Investment Advisory, Inc. | 0.00% | Add +55.4% | 1,074 | $370K |
| Horan Securities, Inc. | 0.17% | Add +32.3% | 1,073 | $369K |
| Ledyard National Bank | 0.04% | No change | 1,070 | $368K |
| Wells Trecaso Financial Group, LLC | 0.13% | Reduce -3.2% | 1,064 | $366K |
| BluePointe Capital Management, LLC | 0.25% | Add +2.4% | 1,062 | $366K |
| Waterloo Capital, L.P. | 0.05% | Add +13.0% | 1,062 | $366K |
| Modern Wealth Management, LLC | 0.03% | New | 1,061 | $365K |
| Zullo Investment Group, Inc. | 0.17% | No change | 1,060 | $365K |
| BancFirst Trust & Investment Management | 0.17% | Reduce -12.8% | 1,059 | $365K |
| Colton Groome Financial Advisors, LLC | 0.15% | Reduce -20.0% | 1,055 | $363K |
| Horizon Financial Services, LLC | 0.23% | Reduce -3.3% | 1,053 | $362K |
| DDD Partners, LLC | 0.04% | No change | 1,049 | $361K |
| West Oak Capital, LLC | 0.15% | No change | 1,048 | $361K |
| Bernardo Wealth Planning LLC | 0.10% | Add +0.1% | 1,049 | $361K |
| Roundview Capital LLC | 0.03% | Reduce -0.9% | 1,048 | $361K |
| Fortis Capital Management LLC | 0.09% | Reduce -29.0% | 1,047 | $360K |
| Glassman Wealth Services | 0.07% | Reduce -4.0% | 1,045 | $360K |
| tru Independence LLC | 0.11% | Add +0.1% | 1,043 | $359K |
| Confluence Wealth Services, Inc. | 0.03% | Add +9.8% | 1,042 | $359K |
| WealthTrust Axiom LLC | 0.12% | Reduce -0.9% | 1,041 | $358K |
| Dividend Assets Capital, LLC | 0.08% | No change | 1,041 | $358K |
| Kanawha Capital Management LLC | 0.03% | Add +30.0% | 1,036 | $357K |
| Cascade Financial Partners, LLC | 0.05% | — | 1,040 | $355K |
| Legacy Private Trust Co. | 0.03% | Reduce -6.8% | 1,029 | $354K |
| TNF LLC | 0.14% | Add +0.1% | 1,063 | $352K |
| Chartist Inc. | 0.18% | New | 1,017 | $350K |
| Mfa Wealth Advisors, LLC | 0.09% | Reduce -0.1% | 1,013 | $349K |
| Highlander Capital Management, LLC | 0.14% | Add +6.8% | 1,011 | $348K |
| Old Port Advisors | 0.11% | Reduce -10.2% | 1,011 | $348K |
| Cape Cod Five Cents Savings Bank | 0.03% | No change | 1,010 | $348K |
| Capasso Planning Partners LLC | 0.14% | Reduce -5.4% | 1,009 | $347K |
| Crestone Asset Management LLC | 0.07% | New | 1,008 | $347K |
| Precedent Wealth Partners, LLC | 0.15% | Reduce -9.1% | 1,006 | $346K |
| Quad-Cities Investment Group, LLC | 0.20% | Add +0.1% | 1,005 | $346K |
| Abacus Wealth Partners, LLC | 0.06% | Reduce -7.4% | 1,005 | $346K |
| Capstone Wealth Management Group, LLC | 0.25% | Add +1.6% | 1,001 | $344K |
| Gallacher Capital Management LLC | 0.18% | Add +20.3% | 1,001 | $344K |
| Cornerstone National Bank & Trust Co | 0.17% | New | 1,000 | $344K |
| Financial Partners Group, LLC | 0.13% | New | 1,000 | $344K |
| Pacific Sage Partners, LLC | 0.09% | No change | 998 | $344K |
| Bailard, Inc. | 0.01% | Add +2.3% | 997 | $343K |
| Braun-Bostich & Associates Inc. | 0.29% | Reduce -10.7% | 995 | $342K |
| D.B. Root & Company, LLC | 0.12% | Add +0.1% | 994 | $342K |
| Perkins Coie Trust Co | 0.08% | No change | 991 | $341K |
| Sensible Money, LLC | 0.18% | No change | 990 | $341K |
| Fiduciary Family Office, LLC | 0.13% | Reduce -53.8% | 988 | $340K |
| FSM Wealth Advisors, LLC | 0.12% | Reduce -20.6% | 986 | $339K |
| RiverFront Investment Group, LLC | 0.01% | Add +38.3% | 985 | $339K |
| Forbes Financial Planning, Inc. | 0.29% | Add +7.4% | 982 | $338K |
| Paragon Advisors, LLC | 0.14% | Reduce -83.2% | 980 | $337K |
| Jennison Associates LLC | 0.00% | Reduce -29.3% | 978 | $336K |
| L.M. Kohn & Company | 0.09% | New | 976 | $336K |
| Primoris Wealth Advisors, LLC | 0.27% | New | 975 | $336K |
| Verity Asset Management, Inc. | 0.19% | Reduce -35.8% | 973 | $335K |
| CM Wealth Advisors LLC | 0.10% | New | 970 | $333K |
| Warren Street Wealth Advisors, LLC | 0.16% | Reduce -2.9% | 965 | $332K |
| Rainey & Randall Wealth Advisors Inc. | 0.08% | Add +3.4% | 962 | $331K |
| Lederer & Associates Investment Counsel | 0.23% | No change | 960 | $330K |
| Mezzasalma Advisors, LLC | 0.16% | Reduce -11.1% | 957 | $330K |
| Janiczek Wealth Management, LLC | 0.07% | Add +669.4% | 954 | $328K |
| West Coast Financial LLC | 0.04% | Reduce -0.5% | 949 | $327K |
| Belvedere Trading LLC | 0.02% | Add +94.1% | 949 | $327K |
| Laurel Wealth Planning LLC | 0.22% | No change | 946 | $326K |
| Grey Ledge Advisors, LLC | 0.09% | Reduce -5.5% | 945 | $325K |
| Wealth Group, Ltd. | 0.25% | — | 945 | $325K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.12% | Add +408.1% | 940 | $324K |
| GYL Financial Synergies, LLC | 0.03% | New | 939 | $323K |
| River Wealth Advisors LLC | 0.05% | Add +33.2% | 938 | $323K |
| Missouri Trust & Investment Co | 0.12% | No change | 938 | $323K |
| Per Stirling Capital Management, LLC. | 0.05% | New | 937 | $322K |
| Shorepoint Capital Partners LLC | 0.08% | Add +3.3% | 936 | $322K |
| Rakuten Securities, Inc. | 0.14% | Add +25.1% | 933 | $321K |
| AQR Capital Management | 0.00% | Reduce -30.8% | 933 | $321K |
| Austin Private Wealth, LLC | 0.04% | Reduce -0.8% | 930 | $319K |
| US Financial Advisors, LLC | 0.11% | New | 919 | $316K |
| Westshore Wealth, LLC | 0.13% | No change | 914 | $315K |
| Apriem Advisors | 0.04% | Reduce -1.5% | 906 | $312K |
| Montecito Bank & Trust | 0.06% | Reduce -1.1% | 905 | $312K |
| Wealth Quarterback LLC | 0.17% | Reduce -2.7% | 905 | $311K |
| Schiavi & Co LLC | 0.12% | No change | 902 | $310K |
| Greenspring Advisors, LLC | 0.08% | No change | 900 | $310K |
| Camelot Technology Advisors, Inc. | 0.29% | Reduce -5.4% | 900 | $310K |
| Lifeworks Advisors, LLC | 0.09% | Reduce -7.7% | 900 | $310K |
| Portland Global Advisors LLC | 0.04% | Reduce -66.4% | 898 | $309K |
| Amplius Wealth Advisors, LLC | 0.03% | Add +21.1% | 897 | $309K |
| Monument Group Wealth Advisors, LLC | 0.23% | No change | 897 | $309K |
| Midland Wealth Advisors, LLC | 0.02% | New | 895 | $308K |
| Portside Wealth Group, LLC | 0.06% | Reduce -60.6% | 894 | $308K |
| Security National Bank of Sioux City Iowa | 0.22% | Reduce -5.7% | 892 | $307K |
| New Republic Capital, LLC | 0.19% | No change | 889 | $306K |
| Bank of Stockton | 0.09% | No change | 885 | $305K |
| North Star Investment Management Corp. | 0.02% | Add +83.5% | 881 | $303K |
| Soundmark Wealth Management, LLC | 0.13% | Add +12.8% | 879 | $303K |
| Fairfield, Bush & Co. | 0.18% | No change | 876 | $302K |
| Moneywise, Inc. | 0.16% | Add +0.1% | 876 | $302K |
| Brand Asset Management Group, Inc. | 0.13% | Add +3.1% | 875 | $301K |
| Laidlaw Wealth Management LLC | 0.17% | No change | 873 | $300K |
| Carr Financial Group Corp | 0.10% | No change | 873 | $300K |
| Nikulski Financial, Inc. | 0.10% | Add +10.2% | 866 | $298K |
| Opes Wealth Management LLC | 0.07% | No change | 866 | $298K |
| Community Bank, N.A. | 0.04% | No change | 865 | $298K |
| SilverOak Wealth Management LLC | 0.07% | Add +17.2% | 864 | $297K |
| High Falls Advisors, Inc | 0.07% | No change | 864 | $297K |
| Beacon Financial Planning, Inc. | 0.21% | Reduce -17.3% | 864 | $297K |
| FourThought Financial Partners, LLC | 0.03% | Add +3.2% | 861 | $296K |
| Encompass Wealth Advisors, LLC | 0.08% | New | 859 | $296K |
| Truvestments Capital LLC | 0.11% | Add +0.1% | 857 | $295K |
| Appleton Partners Inc. | 0.02% | Reduce -8.0% | 854 | $294K |
| FOCUS Wealth Advisors, LLC | 0.16% | No change | 852 | $293K |
| Frontier Asset Management, LLC | 0.11% | Reduce -8.3% | 851 | $293K |
| Callan Capital, LLC | 0.03% | No change | 850 | $293K |
| Solstein Capital, LLC | 0.20% | No change | 849 | $292K |
| Financial Security Advisor, Inc. | 0.10% | Add +2.2% | 844 | $291K |
| Vawter Financial, Ltd. | 0.21% | No change | 844 | $291K |
| AIMZ Investment Advisors, LLC | 0.11% | No change | 843 | $290K |
| Pullen Investment Management, LLC | 0.24% | — | 842 | $290K |
| Bridges Investment Management Inc. | 0.01% | No change | 840 | $289K |
| Silver Lake Advisory, LLC | 0.07% | New | 836 | $288K |
| Foundation Wealth Management, LLC | 0.23% | No change | 834 | $287K |
| Ironwood Investment Counsel, LLC | 0.05% | New | 831 | $286K |
| Centric Wealth Management | 0.09% | No change | 867 | $286K |
| Bradley Foster & Sargent Inc. | 0.01% | Add +3.9% | 830 | $286K |
| Enterprise Bank & Trust Co | 0.10% | Reduce -3.5% | 825 | $284K |
| Janus Henderson Group PLC | 0.00% | Add +1.1% | 825 | $284K |
| CPC Advisors, LLC | 0.05% | No change | 824 | $284K |
| Skyline Advisors, Inc. | 0.13% | Reduce -22.7% | 824 | $283K |
| Heritage Investment Group, Inc. | 0.04% | No change | 823 | $283K |
| Financial Freedom, LLC | 0.17% | No change | 822 | $283K |
| Fiduciary Alliance LLC | 0.05% | Reduce -36.6% | 819 | $282K |
| WealthPLAN Partners, LLC | 0.03% | Reduce -6.2% | 819 | $282K |
| Ategra Capital Management, LLC | 0.13% | No change | 815 | $281K |
| Gateway Wealth Partners, LLC | 0.10% | Reduce -3.2% | 812 | $280K |
| Merriman Wealth Management, LLC | 0.01% | New | 809 | $278K |
| Power Wealth Management LLC | 0.17% | Reduce -7.5% | 808 | $278K |
| Adapt Wealth Advisors, LLC | 0.20% | — | 805 | $277K |
| Matisse Capital | 0.13% | No change | 804 | $277K |
| Activest Wealth Management | 0.13% | Add +0.1% | 804 | $277K |
| Prairie Sky Financial Group LLC | 0.17% | Add +19.4% | 799 | $275K |
| Keystone Wealth Services, LLC | 0.09% | No change | 798 | $275K |
| Moss Adams Wealth Advisors LLC | 0.04% | Add +2.8% | 797 | $274K |
| Smith Chas P & Associates Pa Cpas | 0.02% | Add +12.6% | 795 | $273K |
| Resolute Wealth Strategies, LLC | 0.17% | Add +0.1% | 792 | $273K |
| Sather Financial Group Inc | 0.02% | Add +18.0% | 792 | $273K |
| IRON Financial LLC | 0.15% | Add +0.1% | 792 | $272K |
| Tennessee Valley Asset Management Partners | 0.07% | Reduce -55.3% | 791 | $272K |
| Divergent Planning, LLC | 0.11% | No change | 790 | $272K |
| Acorn Wealth Advisors, LLC | 0.14% | No change | 789 | $272K |
| Empirical Asset Management, LLC | 0.13% | Add +1.6% | 788 | $271K |
| EWG Elevate Inc. | 0.10% | Reduce -90.1% | 788 | $271K |
| Northwest Bank & Trust Co | 0.25% | Add +27.2% | 822 | $271K |
| Cascade Investment Group, Inc. | 0.20% | New | 787 | $271K |
| Guidance Point Advisors, LLC | 0.09% | New | 785 | $270K |
| Fidelis Capital Partners, LLC | 0.04% | New | 781 | $269K |
| JPL Wealth Management, LLC | 0.15% | Reduce -6.3% | 781 | $269K |
| Sentinel Trust Co. Lba | 0.03% | No change | 780 | $268K |
| First Bank & Trust | 0.06% | No change | 776 | $267K |
| Milestone Asset Management, LLC | 0.08% | Reduce -1.6% | 774 | $267K |
| Amundi | 0.00% | Reduce -54.5% | 774 | $267K |
| TFC Financial Management, Inc. | 0.05% | Add +0.1% | 770 | $265K |
| Melfa Wealth Management, Inc. | 0.19% | New | 770 | $265K |
| Wolverine Trading, LLC | 0.00% | Reduce -83.3% | 765 | $263K |
| Farrell Financial LLC | 0.22% | New | 764 | $263K |
| Rockport Wealth LLC | 0.18% | — | 764 | $263K |
| StoneCrest Wealth Management, Inc. | 0.23% | Reduce -4.1% | 764 | $263K |
| Cascade Investment Advisors, Inc. | 0.17% | New | 764 | $263K |
| Sinecera Capital, LLC | 0.36% | No change | 761 | $262K |
| Abacus Planning Group, Inc. | 0.05% | Reduce -0.4% | 756 | $260K |
| Trevian Wealth Management LLC | 0.18% | No change | 754 | $260K |
| First National Corp. /Ma/ | 0.06% | No change | 834 | $259K |
| Investment Partners, LTD. | 0.12% | Add +0.1% | 749 | $258K |
| Cobblestone Capital Advisors LLC | 0.02% | Reduce -5.9% | 746 | $257K |
| JDM Financial Group LLC | 0.19% | No change | 744 | $256K |
| Patten Group, Inc. | 0.06% | No change | 744 | $256K |
| Corepath Wealth Partners LLC | 0.28% | Reduce -66.7% | 771 | $255K |
| Canal Capital Management, LLC | 0.04% | No change | 740 | $255K |
| DBK Financial Counsel, LLC | 0.27% | No change | 738 | $254K |
| Sigma Investment Counselors Inc. | 0.02% | Reduce -6.4% | 732 | $252K |
| Asset Allocation Strategies LLC | 0.09% | Reduce -6.5% | 729 | $251K |
| Atticus Wealth Management, LLC | 0.08% | Reduce -1.4% | 725 | $250K |
| Fairman Group, LLC | 0.24% | Reduce -17.0% | 724 | $249K |
| Safeguard Investment Advisory Group, LLC | 0.08% | Reduce -0.1% | 721 | $248K |
| LBJ Family Wealth Advisors, Ltd. | 0.16% | No change | 720 | $248K |
| Advus Financial Partners, LLC | 0.08% | Add +11.5% | 720 | $248K |
| Heritage Trust Co | 0.03% | Reduce -2.2% | 720 | $248K |
| Hazlett, Burt & Watson, Inc. | 0.15% | Reduce -4.0% | 722 | $247K |
| Widmann Financial Services, Inc. | 0.21% | Reduce -1.1% | 714 | $246K |
| Laffer Tengler Investments, Inc. | 0.08% | Add +5.2% | 711 | $245K |
| Essex LLC | 0.06% | No change | 710 | $244K |
| PBMares Wealth Management LLC | 0.06% | Reduce -35.7% | 709 | $244K |
| Tolleson Wealth Management, Inc. | 0.05% | No change | 705 | $243K |
| Lazari Capital Management, Inc. | 0.13% | Reduce -3.4% | 704 | $242K |
| MPS Loria Financial Planners, LLC | 0.08% | Reduce -38.9% | 703 | $242K |
| Legacy Wealth Asset Management, LLC | 0.07% | New | 702 | $242K |
| Bison Wealth, LLC | 0.04% | Add +7.7% | 700 | $241K |
| Unionview, LLC | 0.20% | Reduce -16.4% | 699 | $241K |
| TrinityPoint Wealth, LLC | 0.04% | Reduce -12.2% | 698 | $240K |
| LGL Partners, LLC | 0.04% | No change | 696 | $240K |
| Quantitative Strategies, Inc. | 0.14% | Reduce -5.3% | 695 | $239K |
| Abound Wealth Management | 0.09% | Reduce -47.3% | 693 | $238K |
| My Personal CFO, LLC | 0.14% | Add +0.1% | 692 | $238K |
| United Community Bank | 0.09% | Reduce -11.2% | 690 | $237K |
| Private Capital Management, LLC | 0.03% | Add +1.3% | 690 | $237K |
| ARS Wealth Advisors Group, LLC | 0.03% | Reduce -5.5% | 689 | $237K |
| Eaton-Cambridge Inc. | 0.13% | No change | 689 | $237K |
| Seeds Investor LLC | 0.22% | New | 682 | $235K |
| Clear Harbor Asset Management, LLC | 0.02% | No change | 680 | $234K |
| Seneca House Advisors | 0.10% | No change | 678 | $233K |
| Central Valley Advisors, LLC | 0.12% | Add +0.1% | 677 | $233K |
| Van Hulzen Asset Management, LLC | 0.02% | Reduce -37.2% | 676 | $233K |
| Traveka Wealth, LLC | 0.11% | New | 676 | $233K |
| Texas Capital Bank Wealth Management Services Inc | 0.03% | Reduce -2.3% | 675 | $232K |
| Philip James Wealth Mangement, LLC | 0.16% | Reduce -7.0% | 668 | $230K |
| Total Clarity Wealth Management, Inc. | 0.08% | New | 667 | $230K |
| Rockingstone Advisors LLC | 0.12% | Reduce -27.7% | 665 | $229K |
| Verum Partners LLC | 0.08% | Reduce -37.9% | 664 | $228K |
| Alera Investment Advisors, LLC | 0.03% | No change | 663 | $228K |
| Courier Capital LLC | 0.02% | New | 662 | $228K |
| HM Payson & Co. | 0.00% | Reduce -4.9% | 660 | $227K |
| Yarger Wealth Strategies, LLC | 0.15% | Reduce -19.8% | 658 | $226K |
| Community Financial Services Group, LLC | 0.05% | — | 656 | $226K |
| MTM Investment Management, LLC | 0.09% | Add +445.0% | 654 | $225K |
| McDonald Partners LLC | 0.06% | Reduce -12.8% | 654 | $225K |
| Coston, McIsaac & Partners | 0.07% | Add +8.8% | 655 | $225K |
| Albion Financial Group | 0.02% | No change | 652 | $224K |
| Beaird Harris Wealth Management, LLC | 0.02% | No change | 650 | $224K |
| American Money Management, LLC | 0.05% | Reduce -13.6% | 650 | $224K |
| Atlas Private Wealth Management, LLC | 0.09% | No change | 648 | $223K |
| Pittenger & Anderson Inc. | 0.01% | Add +332.0% | 648 | $223K |
| Heritage Investors Management Corp. | 0.01% | New | 647 | $223K |
| Lifestyle Asset Management, Inc. | 0.13% | No change | 647 | $223K |
| American National Bank & Trust | 0.03% | Add +136.4% | 643 | $221K |
| Phillips Financial Management, LLC | 0.02% | No change | 643 | $221K |
| Anson Capital, Inc. | 0.32% | New | 641 | $221K |
| BSW Wealth Partners | 0.04% | New | 640 | $220K |
| Physician Wealth Solutions Inc. | 0.18% | Reduce -4.8% | 637 | $219K |
| Wambolt & Associates, LLC | 0.07% | New | 636 | $219K |
| Saxony Capital Management, LLC | 0.26% | New | 635 | $219K |
| MY Wealth Management Inc. | 0.24% | Reduce -40.9% | 635 | $219K |
| Peregrine Asset Advisers, Inc. | 0.09% | New | 634 | $218K |
| Weaver Consulting Group | 0.08% | New | 634 | $218K |
| Priebe Wealth Holdings LLC | 0.17% | New | 633 | $218K |
| Sequent Planning LLC | 0.08% | — | 631 | $217K |
| Lanark Financial, Inc. | 0.02% | Add +22.3% | 603 | $217K |
| Valtinson Bruner Financial Planning LLC | 0.09% | New | 630 | $217K |
| DGS Capital Management, LLC | 0.06% | New | 630 | $217K |
| Foresight Capital Management Advisors, Inc. | 0.17% | New | 627 | $216K |
| Mason & Associates, LLC | 0.17% | — | 627 | $216K |
| SouthState Bank Corp | 0.02% | Add +284.6% | 623 | $214K |
| Heritage Wealth Management, LLC | 0.11% | Reduce -8.5% | 623 | $214K |
| Harbour Investment Management LLC | 0.10% | New | 622 | $214K |
| Litman Gregory Wealth Management LLC | 0.02% | New | 621 | $214K |
| East Coast Asset Management, LLC. | 0.08% | New | 621 | $214K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.09% | Reduce -64.6% | 626 | $213K |
| Brave Asset Management Inc. | 0.06% | New | 618 | $213K |
| Winch Advisory Services, LLC | 0.06% | Add +48.6% | 618 | $213K |
| American Planning Services, Inc. | 0.15% | New | 616 | $212K |
| Joseph P. Lucia & Associates, LLC | 0.11% | New | 615 | $212K |
| Summit Global Investments | 0.02% | New | 614 | $211K |
| Lesa Sroufe & Co | 0.20% | New | 609 | $210K |
| Sound Income Strategies, LLC | 0.02% | Add +33.3% | 609 | $210K |
| Home Federal Bank of Tennessee | 0.06% | New | 609 | $210K |
| Taylor & Morgan Wealth Management, LLC | 0.15% | New | 608 | $209K |
| Valley Financial Group, Inc. | 0.16% | New | 607 | $209K |
| First National Advisers, LLC | 0.05% | New | 606 | $209K |
| Eastover Investment Advisors LLC | 0.10% | New | 605 | $208K |
| Calamos Wealth Management LLC | 0.01% | New | 604 | $208K |
| Addison Capital Co | 0.10% | New | 601 | $207K |
| Integrity Financial Corp | 0.14% | No change | 601 | $207K |
| Brass Tax Wealth Management, Inc. | 0.11% | — | 599 | $206K |
| First Financial Bankshares Inc | 0.00% | New | 599 | $206K |
| Columbus Macro, LLC | 0.08% | New | 598 | $206K |
| Parker Investment Management, LLC | 0.04% | New | 598 | $206K |
| Goelzer Investment Management, Inc. | 0.01% | New | 598 | $206K |
| SC&H Financial Advisors, Inc. | 0.05% | New | 595 | $205K |
| ARK Investment Management | 0.00% | Add +513.4% | 595 | $205K |
| Western Financial Corp | 0.13% | New | 594 | $204K |
| First Hawaiian Bank | 0.01% | New | 593 | $204K |
| Atlas Capital Advisors Inc. | 0.03% | Add +20.3% | 592 | $204K |
| Personal Cfo Solutions, LLC | 0.03% | New | 590 | $203K |
| Secured Retirement Advisors, LLC | 0.17% | New | 589 | $203K |
| Hibernia Wealth Partners, LLC | 0.14% | New | 587 | $202K |
| Stephenson & Company, Inc. | 0.15% | Reduce -10.0% | 585 | $201K |
| O'ROURKE & COMPANY, Inc | 0.12% | New | 584 | $201K |
| Tempus Wealth Planning, LLC | 0.09% | New | 582 | $200K |
| OneAscent Wealth Management LLC | 0.08% | New | 581 | $200K |
| Tortoise Investment Management, LLC | 0.02% | No change | 558 | $192K |
| Webster Bank, N. A. | 0.02% | No change | 558 | $192K |
| Arrow Financial Corp | 0.02% | No change | 556 | $191K |
| GeoWealth Management, LLC | 0.01% | Reduce -75.3% | 535 | $184K |
| Howe & Rusling Inc. | 0.02% | Reduce -28.8% | 522 | $180K |
| Jamison Private Wealth Management, Inc. | 0.03% | No change | 520 | $179K |
| Custom Portfolio Group LLC | 0.14% | No change | 500 | $172K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +158.0% | 485 | $167K |
| Heritage Wealth Advisors | 0.01% | Add +129.9% | 485 | $167K |
| Moser Wealth Advisors, LLC | 0.09% | Add +137.5% | 475 | $163K |
| Mark Sheptoff Financial Planning, LLC | 0.09% | Add +73.3% | 473 | $163K |
| Tidemark, LLC | 0.09% | Add +17.7% | 473 | $163K |
| SJS Investment Consulting Inc. | 0.03% | New | 467 | $161K |
| Ransom Advisory, Ltd | 0.09% | — | 465 | $160K |
| Mma Asset Management LLC | 0.07% | New | 462 | $159K |
| Atwood & Palmer Inc. | 0.01% | Reduce -48.6% | 460 | $158K |
| PrairieView Partners, LLC | 0.02% | No change | 458 | $158K |
| Security National Bank | 0.02% | Reduce -30.2% | 450 | $155K |
| Hamilton Point Investment Advisors, LLC | 0.03% | Reduce -6.3% | 447 | $154K |
| Maryland Capital Advisors Inc. | 0.09% | Add +11.0% | 425 | $146K |
| Private Wealth Management Group, LLC | 0.07% | No change | 423 | $146K |
| Pineridge Advisors LLC | 0.05% | Add +14.4% | 420 | $145K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 420 | $145K |
| West Paces Advisors Inc. | 0.04% | Add +8.6% | 416 | $143K |
| Lowe Wealth Advisors, LLC | 0.07% | Reduce -37.8% | 411 | $141K |
| Macroview Investment Management LLC | 0.16% | No change | 408 | $140K |
| Clean Yield Group | 0.05% | Reduce -19.8% | 404 | $139K |
| Pin Oak Investment Advisors Inc. | 0.13% | No change | 394 | $136K |
| Richardson Capital Management LLC | 0.11% | Reduce -8.1% | 388 | $134K |
| Sachetta, LLC | 0.06% | No change | 429 | $133K |
| Bell Investment Advisors, Inc | 0.03% | No change | 383 | $132K |
| Bangor Savings Bank | 0.01% | No change | 378 | $130K |
| Koesten, Hirschmann & Crabtree, INC. | 0.08% | No change | 373 | $128K |
| Benjamin Edwards Inc. | 0.02% | Add +3.4% | 362 | $125K |
| C M Bidwell & Associates Ltd. | 0.08% | No change | 351 | $121K |
| First Financial Corp. | 0.06% | No change | 348 | $120K |
| Crewe Advisors LLC | 0.01% | No change | 330 | $114K |
| Global Assets Advisory, LLC | 0.07% | New | 324 | $112K |
| Founders Capital Management | 0.08% | No change | 324 | $112K |
| Union Savings Bank | 0.06% | No change | 316 | $109K |
| Clearstead Trust, LLC | 0.03% | No change | 314 | $108K |
| Headlands Technologies LLC | 0.03% | New | 306 | $105K |
| LGT Financial Advisors LLC | 0.12% | No change | 298 | $103K |
| Heck Capital Advisors, LLC | 0.02% | Add +8.8% | 298 | $103K |
| Wolff Wiese Magana LLC | 0.09% | No change | 287 | $99K |
| Bradley & Co. Private Wealth Management, LLC | 0.08% | No change | 284 | $98K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 276 | $95K |
| Caitlin John, LLC | 0.07% | Reduce -6.2% | 273 | $94K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -86.5% | 266 | $92K |
| Bray Capital Advisors | 0.02% | No change | 265 | $91K |
| Naples Money Management LLC | 0.09% | New | 249 | $86K |
| Old Second National Bank of Aurora | 0.02% | No change | 247 | $85K |
| Financial Management Professionals, Inc. | 0.01% | New | 248 | $85K |
| Kozak & Associates, Inc. | 0.02% | Add +27.3% | 233 | $81K |
| Godsey & Gibb, Inc. | 0.01% | Add +368.0% | 234 | $81K |
| Elevate Wealth Advisory, Inc. | 0.07% | Add +60.7% | 233 | $80K |
| Barclays PLC | 0.00% | No change | 227 | $78K |
| Insight Inv LLC | 0.07% | No change | 223 | $77K |
| Wetzel Investment Advisors, Inc. | 0.04% | Add +100.9% | 225 | $74K |
| Running Point Capital Advisors, LLC | 0.03% | No change | 215 | $74K |
| Blue Bell Private Wealth Management, LLC | 0.02% | Add +40.1% | 206 | $71K |
| GW&K Investment Management, LLC | 0.00% | No change | 200 | $69K |
| Luken Investment Analytics, LLC | 0.03% | No change | 200 | $69K |
| Global Wealth Strategies & Associates | 0.03% | Reduce -26.6% | 196 | $67K |
| Field & Main Bank | 0.03% | No change | 195 | $67K |
| Cordgrass Capital Advisors, LLC | 0.02% | No change | 195 | $67K |
| Palisade Asset Management, LLC | 0.01% | New | 192 | $66K |
| Opal Wealth Advisors, LLC | 0.02% | New | 191 | $66K |
| Red Lighthouse Investment Management, LLC | 0.03% | No change | 191 | $66K |
| CoreFirst Bank & Trust | 0.04% | No change | 186 | $64K |
| City Holding Co. | 0.01% | No change | 186 | $64K |
| Brown, Lisle/Cummings, Inc. | 0.02% | No change | 174 | $60K |
| Grand Wealth Management, LLC | 0.03% | Reduce -6.1% | 170 | $59K |
| Dunhill Financial, LLC | 0.04% | Reduce -17.0% | 166 | $57K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -29.0% | 164 | $56K |
| Bellevue Asset Management, LLC | 0.03% | No change | 163 | $56K |
| Grove Bank & Trust | 0.01% | Add +59.0% | 159 | $55K |
| Tompkins Financial Corp. | 0.01% | New | 154 | $53K |
| Monetary Management Group Inc. | 0.01% | No change | 150 | $52K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 150 | $52K |
| Morton Brown Family Wealth, LLC | 0.02% | No change | 143 | $49K |
| Western Pacific Wealth Management, LP | 0.04% | New | 142 | $49K |
| Capital Investment Counsel, Inc | 0.01% | No change | 142 | $49K |
| Pacific Center for Financial Services | 0.01% | Add +202.2% | 139 | $48K |
| Princeton Global Asset Management LLC | 0.01% | Add +0.0% | 139 | $48K |
| Avondale Wealth Management | 0.03% | No change | 133 | $46K |
| Pension & Wealth Management Advisors, Inc. | 0.03% | No change | 127 | $44K |
| Orion Capital Management LLC | 0.02% | No change | 127 | $44K |
| Stuart Chaussee & Associates, Inc. | 0.01% | New | 116 | $40K |
| TruNorth Capital Management, LLC | 0.01% | — | 104 | $36K |
| Mitchell Sinkler & Starr | 0.01% | Reduce -70.3% | 104 | $36K |
| Annapolis Financial Services, LLC | 0.01% | Reduce -28.5% | 103 | $35K |
| Compass Wealth Management LLC | 0.01% | No change | 103 | $35K |
| Concord Wealth Partners | 0.01% | Reduce -58.0% | 102 | $35K |
| Sittner & Nelson, LLC | 0.02% | No change | 100 | $34K |
| Mascoma Wealth Management LLC | 0.01% | Reduce -27.5% | 100 | $34K |
| Versant Capital Management, Inc | 0.01% | Reduce -11.5% | 100 | $34K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.00% | No change | 100 | $34K |
| Resources Management Corp. /CT/ | 0.01% | No change | 100 | $34K |
| Arvest Investments, Inc. | 0.01% | No change | 98 | $34K |
| New England Capital Financial Advisors LLC | 0.02% | No change | 95 | $33K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 93 | $32K |
| Ulland Investment Advisors, LLC | 0.03% | No change | 90 | $31K |
| Element Wealth, LLC | 0.02% | Add +39.7% | 88 | $30K |
| NBT Bank, N.A. | 0.00% | New | 88 | $30K |
| Nemes Rush Group LLC | 0.00% | No change | 87 | $30K |
| SYM FINANCIAL Corp | 0.00% | No change | 87 | $30K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 87 | $30K |
| Keener Financial Planning LLC | 0.02% | New | 83 | $29K |
| Davis Capital Management | 0.03% | Add +7.8% | 83 | $29K |
| Kiely Wealth Advisory Group, Inc. | 0.02% | No change | 83 | $28K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -16.7% | 80 | $28K |
| Legend Financial Advisors, Inc. | 0.02% | No change | 71 | $24K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Reduce -56.0% | 70 | $24K |
| Fernwood Investment Management, LLC | 0.01% | New | 69 | $24K |
| First Personal Financial Services | 0.00% | New | 60 | $21K |
| Family Manage LLC | 0.00% | New | 60 | $21K |
| Cyrus J. Lawrence, LLC | 0.00% | — | 60 | $20K |
| Castleview Partners, LLC | 0.01% | No change | 58 | $20K |
| AllSquare Wealth Management LLC | 0.01% | No change | 56 | $19K |
| Russell Investments Group, Ltd. | 0.00% | Add +500.0% | 54 | $19K |
| Turtle Creek Wealth Advisors, LLC | 0.00% | Add +18.2% | 52 | $18K |
| Rice Partnership, LLC | 0.00% | No change | 51 | $18K |
| Thompson Investment Management, Inc. | 0.00% | No change | 50 | $17K |
| Paladin Advisory Group, LLC | 0.01% | No change | 49 | $17K |
| Blume Capital Management, Inc. | 0.00% | No change | 45 | $15K |
| Vima LLC | 0.02% | No change | 60 | $15K |
| Bfsg, LLC | 0.00% | No change | 42 | $14K |
| TCTC Holdings, LLC | 0.00% | New | 42 | $14K |
| Gen-Wealth Partners Inc | 0.01% | — | 38 | $13K |
| PFC Capital Group, Inc. | 0.01% | Add +100.0% | 36 | $12K |
| Peachtree Investment Partners, LLC | 0.00% | No change | 32 | $11K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -34.7% | 32 | $11K |
| Central Pacific Bank - Trust Division | 0.00% | — | 31 | $11K |
| Raffa Wealth Management, LLC | 0.00% | Reduce -43.4% | 30 | $10K |
| Van Den Berg Management I, Inc. | 0.00% | No change | 29 | $10K |
| Anfield Capital Management, LLC | 0.00% | New | 28 | $10K |
| Chesapeake Asset Management LLC | 0.01% | No change | 25 | $9K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 25 | $9K |
| Transcendent Capital Group LLC | 0.00% | No change | 24 | $8K |
| American Capital Advisory, LLC | 0.01% | Reduce -99.2% | 31 | $8K |
| DecisionPoint Financial, LLC | 0.00% | No change | 23 | $8K |
| Peoples Bank | 0.01% | New | 22 | $8K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.00% | Add +100.0% | 20 | $7K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 17 | $6K |
| Front Row Advisors LLC | 0.00% | New | 17 | $6K |
| PSI Advisors, LLC | 0.00% | Reduce -6.3% | 15 | $5K |
| MeadowBrook Investment Advisors LLC | 0.00% | No change | 11 | $4K |
| Byrne Asset Management LLC | 0.00% | No change | 10 | $3K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | New | 9 | $3K |
| Arlington Trust Co LLC | 0.00% | No change | 9 | $3K |
| Global Trust Asset Management, LLC | 0.00% | No change | 7 | $2K |
| Family Asset Management, LLC | 0.00% | Add +100.0% | 6 | $2K |
| Delos Wealth Advisors, LLC | 0.00% | No change | 5 | $2K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 5 | $2K |
| Bare Financial Services, Inc | 0.00% | New | 4 | $1K |
| RFP Financial Group LLC | 0.00% | No change | 3 | $1K |
| POM Investment Strategies, LLC | 0.00% | No change | 1 | $344 |
| Christopher J. Hasenberg, Inc | 0.00% | New | 1 | $344 |
"% of holder's portfolio" is VUG's weight in each manager's 13F, not the share of Vanguard Mrngstar GR ETF-Sui the manager owns.