Vanguard Mrngstar GR ETF-SuiVUGETF
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 2,160 institutions reported holding Vanguard Mrngstar GR ETF-Sui (VUG) in their 13F filings, up 65 from Q1 2024. 137 opened new positions and 81 sold out. The largest holders were Bank of America Corp. ($16.1B), Jones Financial Companies LLLP ($8.6B) and Morgan Stanley ($5.1B). 7 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 137 | $313.2M |
| Exits | 81 | $538.8M |
All 13F filers, Q1 2024 → Q2 2024: 24,875,118 shares bought and 4,092,906 shares sold, net +20,782,212 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,160 holders
| Bank of America Corp. | 1.55% | Add +2.4% | 43,129,082 | $16.1B |
| Jones Financial Companies LLLP | 9.93% | Add +24.2% | 22,962,386 | $8.6B |
| Morgan Stanley | 0.39% | Add +2.7% | 13,607,071 | $5.1B |
| Financial Engines Advisors L.L.C. | 7.16% | Reduce -3.8% | 8,603,318 | $3.2B |
| Envestnet Asset Management Inc. | 1.09% | Reduce -0.8% | 8,348,089 | $3.1B |
| Axiom Advisory, LLC | 25.33% | Add +6381.2% | 6,637,038 | $2.3B |
| UBS Group AG | 0.65% | Add +2.2% | 5,622,830 | $2.1B |
| LPL Financial LLC | 0.92% | Add +4.5% | 4,940,097 | $1.8B |
| Tiaa Trust, National Association | 4.13% | Add +1.2% | 3,580,217 | $1.3B |
| Wells Fargo & Company | 0.33% | Add +3.7% | 3,434,324 | $1.3B |
| Ameriprise Financial Inc. | 0.35% | Reduce -0.9% | 3,425,420 | $1.3B |
| EP Wealth Advisors, LLC | 11.85% | Add +2.4% | 2,982,222 | $1.1B |
| FMR LLC | 0.07% | Reduce -0.8% | 2,896,196 | $1.1B |
| Mill Creek Capital Advisors, LLC | 25.36% | Add +0.5% | 2,663,497 | $996.2M |
| Rwa Wealth Partners, LLC | 12.87% | Add +0.1% | 2,610,320 | $976.3M |
| PNC Financial Services Group, Inc. | 0.59% | Reduce -1.9% | 2,354,812 | $880.7M |
| Bank of New York Mellon Corp | 0.14% | Reduce -0.1% | 2,025,562 | $757.6M |
| Royal Bank of Canada | 0.17% | Add +1.0% | 1,922,660 | $719.1M |
| Commonwealth Equity Services, LLC | 1.09% | Add +3.1% | 1,833,290 | $685.7M |
| D.A. Davidson & Co. | 5.80% | Reduce -0.8% | 1,747,805 | $653.7M |
| Balentine LLC | 29.24% | Reduce -1.3% | 1,720,031 | $643.3M |
| Northwestern Mutual Wealth Management Co. | 0.59% | Add +1.2% | 1,604,195 | $600.0M |
| Sei Investments Co. | 0.83% | Reduce -1.2% | 1,568,202 | $586.5M |
| Mariner, LLC | 1.13% | Add +5.4% | 1,564,202 | $585.0M |
| Goldman Sachs Group Inc. | 0.11% | Reduce -0.5% | 1,513,145 | $565.9M |
| JPMorgan Chase & Co. | 0.05% | Reduce -5.0% | 1,501,745 | $561.7M |
| HighTower Advisors, LLC | 0.82% | Add +13.1% | 1,415,350 | $529.2M |
| Raymond James Financial Services Advisors, Inc. | 0.72% | Add +1.8% | 1,360,023 | $508.7M |
| Performance Wealth Partners, LLC | 17.44% | Add +2.5% | 1,265,164 | $473.2M |
| Modera Wealth Management, LLC | 6.02% | Add +13.2% | 1,092,277 | $408.5M |
| Cetera Investment Advisers | 0.90% | Add +0.4% | 1,040,159 | $389.0M |
| Choreo, LLC | 6.49% | Add +5.8% | 1,037,363 | $386.5M |
| Mission Wealth Management, LP | 10.08% | Reduce -3.5% | 993,521 | $371.6M |
| Truist Financial Corp. | 0.57% | Add +1.9% | 992,002 | $371.0M |
| Captrust Financial Advisors | 1.17% | Add +11.7% | 973,924 | $364.3M |
| Charles Schwab Investment Management Inc. | 0.07% | Add +40.0% | 953,651 | $356.7M |
| Raymond James & Associates | 0.23% | Add +1.3% | 947,701 | $354.4M |
| Provida Pension Fund Administrator | 8.55% | Add +167.9% | 909,067 | $339.6M |
| CBIZ Investment Advisory Services, LLC | 18.06% | Add +28.9% | 858,940 | $321.3M |
| Osaic Holdings, Inc. | 0.75% | Reduce -4.1% | 851,885 | $318.8M |
| Equitable Holdings, Inc. | 3.04% | Add +17.1% | 772,902 | $289.1M |
| Northeast Financial Consultants Inc | 13.18% | Add +3.5% | 764,608 | $286.0M |
| MML Investors Services, LLC | 1.14% | Add +0.9% | 754,108 | $282.0M |
| Moneta Group Investment Advisors LLC | 4.36% | Add +0.6% | 729,468 | $272.8M |
| Signature Estate & Investment Advisors LLC | 6.73% | Add +0.7% | 718,819 | $268.8M |
| Stifel Financial Corp. | 0.29% | Add +0.2% | 694,876 | $259.9M |
| Sanctuary Advisors, LLC | 1.76% | — | 722,274 | $242.1M |
| Corient Private Wealth LP | 0.42% | Add +0.5% | 640,257 | $239.5M |
| Merit Financial Group, LLC | 5.18% | Reduce -2.5% | 627,764 | $234.8M |
| Waverly Advisors, LLC | 4.54% | Add +4.6% | 618,422 | $231.3M |
| Cullen/Frost Bankers, Inc. | 3.13% | Add +4.6% | 578,217 | $216.3M |
| Mather Group, Llc. | 2.52% | Add +4.4% | 594,334 | $204.6M |
| United Capital Financial Advisors, LLC | 1.71% | Reduce -4.8% | 531,892 | $198.9M |
| Assetmark, Inc. | 0.61% | Reduce -1.6% | 530,983 | $198.6M |
| Wealth Enhancement Advisory Services, LLC | 0.47% | Add +6.2% | 529,091 | $197.9M |
| Avantax Advisory Services, Inc. | 1.34% | Add +49.6% | 501,071 | $187.4M |
| Garde Capital, Inc. | 12.69% | Reduce -2.8% | 488,379 | $182.7M |
| Retirement Investment Advisors, Inc. | 22.05% | — | 485,607 | $181.6M |
| Cambridge Investment Research Advisors, Inc. | 0.62% | Add +4.2% | 451,861 | $169.0M |
| Waldron Private Wealth LLC | 7.52% | Add +0.6% | 448,747 | $168.0M |
| Cwm, LLC | 0.76% | Add +1.6% | 432,123 | $161.6M |
| Truepoint, Inc. | 4.61% | Reduce -3.7% | 431,840 | $161.5M |
| Private Advisor Group, LLC | 1.03% | Add +2.7% | 409,674 | $153.2M |
| Kestra Advisory Services, LLC | 0.85% | Add +8.5% | 452,054 | $152.5M |
| Permanens Capital L.P. | 15.40% | Add +51.0% | 402,843 | $150.8M |
| Two Sigma Investments, LP | 0.37% | Reduce -12.3% | 402,600 | $150.6M |
| Citigroup Inc. | 0.15% | Add +5.1% | 401,554 | $150.2M |
| Brookstone Capital Management | 2.49% | Add +15.3% | 398,415 | $150.0M |
| Woodmont Investment Counsel LLC | 12.11% | Add +3.8% | 396,404 | $148.3M |
| Invictus Private Wealth, LLC | 12.03% | Add +2.2% | 383,495 | $143.4M |
| NewEdge Advisors, LLC | 1.02% | Add +18.0% | 373,646 | $139.7M |
| BOK Financial Private Wealth, Inc. | 9.83% | Add +0.7% | 361,306 | $135.3M |
| Gratus Capital, LLC | 5.38% | Add +1.7% | 356,984 | $133.5M |
| Envestnet Portfolio Solutions, Inc. | 0.47% | Add +0.2% | 356,677 | $133.4M |
| Venturi Wealth Management, LLC | 7.79% | Add +2.5% | 351,604 | $131.5M |
| Stephens Group Asset Management, LLC | 11.69% | Add +0.1% | 342,762 | $128.2M |
| Bank of Hawaii | 5.71% | Reduce -4.9% | 332,388 | $124.3M |
| Beacon Pointe Advisors, LLC | 1.44% | Add +0.9% | 324,055 | $121.2M |
| US Bancorp \de | 0.17% | Reduce -2.3% | 323,692 | $121.1M |
| Wealthspire Advisors, LLC | 1.55% | Add +3.8% | 322,652 | $120.7M |
| Coldstream Capital Management Inc. | 2.93% | Reduce -0.5% | 321,635 | $120.3M |
| Rezny Wealth Management, Inc. | 31.88% | Add +19.7% | 318,706 | $119.2M |
| Avior Wealth Management, LLC | 5.08% | Add +19.5% | 316,011 | $118.2M |
| Atria Wealth Solutions, Inc. | 1.28% | Reduce -3.5% | 308,042 | $115.3M |
| Strategies Wealth Advisors, LLC | 16.47% | Reduce -0.9% | 302,324 | $113.1M |
| Two Sigma Advisers, LP | 0.25% | Add +15.4% | 299,700 | $112.1M |
| Baird Financial Group, Inc. | 0.22% | Add +0.5% | 285,914 | $106.9M |
| Cornerstone Management, Inc. | 23.39% | Reduce -3.0% | 284,404 | $106.4M |
| Safeguard Financial, LLC | 29.49% | Add +12.8% | 283,568 | $106.1M |
| Manufacturers Life Insurance Company, The | 0.10% | Reduce -7.1% | 278,671 | $104.2M |
| Simon Quick Advisors, LLC | 7.36% | Add +11.5% | 278,512 | $104.2M |
| Mercer Global Advisors Inc. | 0.28% | Add +4.6% | 288,258 | $104.0M |
| Mosaic Family Wealth Partners, LLC | 16.48% | Add +0.4% | 273,979 | $102.5M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1.19% | Reduce -0.7% | 269,713 | $100.9M |
| CENTRAL TRUST Co | 2.46% | Reduce -5.0% | 268,790 | $100.5M |
| Creative Planning | 0.11% | Add +0.3% | 267,534 | $100.1M |
| Orion Porfolio Solutions, LLC | 1.03% | Add +3.2% | 260,953 | $97.6M |
| Orion Portfolio Solutions, LLC | 1.03% | Add +3.2% | 260,953 | $97.6M |
| Alliancebernstein L.P. | 0.03% | Reduce -0.7% | 259,708 | $97.1M |
| Trust Co of Tennessee | 34.28% | — | 256,175 | $95.8M |
| Mountain Capital Investment Advisors Inc. | 22.95% | Reduce -1.0% | 238,972 | $92.5M |
| Financial Synergies Wealth Advisors, Inc. | 12.43% | Reduce -1.0% | 246,774 | $92.3M |
| CFS Investment Advisory Services, LLC | 7.44% | New | 245,512 | $91.8M |
| Rockefeller Capital Management L.P. | 0.26% | Add +0.5% | 244,934 | $91.6M |
| Martel Wealth Advisors LLC | 19.26% | Reduce -3.3% | 240,023 | $89.8M |
| Summit Financial, LLC | 4.09% | Add +34.1% | 238,781 | $89.4M |
| Fifth Third Bancorp | 0.34% | Reduce -0.5% | 235,836 | $88.2M |
| White Lighthouse Investment Management Inc. | 16.98% | Add +0.5% | 235,477 | $88.0M |
| Vista Capital Partners, Inc. | 10.72% | Reduce -2.6% | 231,225 | $86.5M |
| Bessemer Group Inc. | 0.15% | Add +8.6% | 225,461 | $84.3M |
| Glenmede Trust Co. NA | 0.43% | Reduce -0.3% | 225,237 | $84.2M |
| Relyea Zuckerberg Hanson LLC | 14.04% | Add +2.3% | 223,853 | $83.7M |
| Brandywine Oak Private Wealth LLC | 8.59% | Reduce -6.4% | 223,262 | $83.5M |
| Pathstone Holdings, LLC | 0.37% | Reduce -29.9% | 221,253 | $82.8M |
| B. Riley Wealth Advisors, Inc. | 2.10% | Reduce -37.0% | 219,786 | $82.3M |
| CSM Advisors, LLC | 5.61% | No change | 211,587 | $79.1M |
| NSI Retail Advisors, LLC | 13.57% | No change | 206,787 | $77.3M |
| Steward Partners Investment Advisory, LLC | 0.81% | Add +4.5% | 206,621 | $77.3M |
| Cerity Partners LLC | 0.21% | Add +11.6% | 205,815 | $77.0M |
| Betterment LLC | 0.20% | Reduce -0.2% | 201,700 | $75.4M |
| Cable Hill Partners, LLC | 8.14% | Reduce -1.5% | 200,453 | $75.1M |
| RMR Wealth Builders | 8.57% | Add +2.4% | 199,713 | $74.7M |
| Becker Capital Management Inc. | 2.56% | Add +3.3% | 199,089 | $74.6M |
| Atria Investments, Inc | 0.95% | Reduce -0.1% | 196,251 | $73.4M |
| Blair William & Co. | 0.22% | Add +12.2% | 193,571 | $72.4M |
| HCR Wealth Advisors | 10.22% | Add +0.8% | 191,228 | $71.5M |
| Trust Co | 9.19% | Add +1.5% | 190,386 | $71.2M |
| Corrigan Financial, Inc. | 17.51% | No change | 199,355 | $68.6M |
| HTLF Bank | 7.72% | Add +0.3% | 181,400 | $67.8M |
| CreativeOne Wealth, LLC | 3.40% | Reduce -11.4% | 179,628 | $67.2M |
| Hirtle & Co., LLC | 3.31% | Reduce -1.3% | 176,458 | $66.0M |
| Jentner Corp | 21.74% | Reduce -0.7% | 174,988 | $65.4M |
| Cresset Asset Management, LLC | 0.27% | Add +79.8% | 171,241 | $64.1M |
| Crane Advisory, LLC | 12.36% | Reduce -1.0% | 165,463 | $64.1M |
| Pasadena Private Wealth, LLC | 14.80% | Add +2.5% | 171,059 | $64.0M |
| Sage Financial Group Inc. | 5.48% | Add +2.8% | 169,096 | $63.2M |
| Focus Partners Wealth | 0.21% | Add +84.8% | 169,004 | $63.2M |
| Janney Montgomery Scott LLC | 0.19% | Add +6.2% | 168,859 | $63.2M |
| Allworth Financial LP | 0.40% | Add +5.4% | 166,924 | $62.0M |
| Natixis Advisors, LLC | 0.13% | Reduce -13.5% | 165,546 | $61.9M |
| Signaturefd, LLC | 1.24% | Reduce -5.3% | 163,188 | $61.0M |
| Blue Edge Capital, LLC | 9.98% | Reduce -1.1% | 161,167 | $60.3M |
| Nadler Financial Group, Inc. | 7.05% | Add +0.6% | 160,377 | $60.0M |
| Destination Wealth Management | 1.96% | Reduce -1.5% | 158,485 | $59.3M |
| Veltria Advisors Corp. | 21.16% | Add +11.2% | 157,561 | $58.9M |
| Cambridge Associates LLC /Ma/ | 2.66% | No change | 155,193 | $58.0M |
| Sequoia Financial Advisors, LLC | 0.70% | Add +5.2% | 154,874 | $58.0M |
| Checchi Capital Advisers, LLC | 4.58% | Add +10.5% | 154,658 | $57.8M |
| TMD Wealth Management, LLC | 12.59% | Reduce -1.6% | 153,451 | $57.4M |
| Northern Trust Corp. | 0.01% | Add +0.2% | 152,886 | $57.2M |
| Venture Visionary Partners LLC | 2.66% | Add +0.8% | 151,831 | $56.8M |
| Florida Trust Wealth Management Co | 1.92% | Add +1.1% | 150,389 | $56.2M |
| Pinnacle Financial Partners Inc | 1.20% | Add +3.9% | 150,149 | $56.2M |
| EverSource Wealth Advisors, LLC | 3.72% | Add +14.8% | 152,512 | $56.0M |
| McIlrath & Eck, LLC | 8.28% | Add +1.5% | 149,002 | $55.7M |
| Comerica Bank | 0.23% | Add +6.1% | 146,989 | $55.0M |
| Partners in Financial Planning | 11.93% | Reduce -0.5% | 146,784 | $54.9M |
| Peninsula Wealth, LLC | 10.21% | Reduce -22.4% | 141,459 | $54.6M |
| Stevens Capital Partners | 27.70% | Add +13.0% | 143,528 | $53.7M |
| Total Wealth Planning, LLC | 8.73% | Reduce -4.4% | 137,540 | $53.2M |
| Chicago Partners Investment Group LLC | 2.06% | Reduce -0.3% | 148,122 | $53.1M |
| Condor Capital Management | 5.02% | Reduce -0.1% | 140,332 | $52.5M |
| Strata Wealth Advisors, LLC | 17.76% | Reduce -0.4% | 137,853 | $51.6M |
| Silvercrest Asset Management Group LLC | 0.35% | Add +51.6% | 136,955 | $51.2M |
| Penserra Capital Management LLC | 0.62% | Add +0.9% | 131,112 | $49.0M |
| Systematic Alpha Investments, LLC | 1.86% | No change | 130,672 | $48.9M |
| Strategic Investment Advisors / MI | 5.92% | Add +3.3% | 129,932 | $48.6M |
| Inspirion Wealth Advisors, LLC | 7.36% | Add +1.7% | 128,600 | $48.1M |
| Cahill Financial Advisors Inc. | 6.57% | Add +23.3% | 128,184 | $47.9M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 1.43% | Reduce -4.5% | 127,497 | $47.7M |
| Vanguard Group Inc. | 0.00% | Add +14.3% | 127,134 | $47.5M |
| Kestra Private Wealth Services, LLC | 0.95% | Reduce -0.4% | 126,245 | $47.2M |
| TL Private Wealth | 21.18% | Reduce -0.6% | 121,083 | $46.9M |
| Presilium Private Wealth, LLC | 11.81% | Reduce -4.8% | 124,975 | $46.7M |
| Cary Street Partners Investment Advisory LLC | 1.88% | Add +4.1% | 145,662 | $46.6M |
| Bank of Montreal | 0.01% | Reduce -5.9% | 122,950 | $46.3M |
| Blackston Financial Advisory Group, LLC | 25.90% | New | 155,977 | $46.3M |
| Affinity Capital Advisors, LLC | 9.64% | Add +4.1% | 122,708 | $45.9M |
| Trustmark Bank Trust Department | 3.67% | Reduce -0.5% | 122,347 | $45.8M |
| Principle Wealth Partners LLC | 3.48% | Add +2.2% | 122,304 | $45.7M |
| Stephens Inc. | 0.69% | Add +10.9% | 120,834 | $45.2M |
| Pathway Financial Advisors LLC | 12.20% | Reduce -2.0% | 120,742 | $45.2M |
| Magnus Financial Group LLC | 5.05% | Add +4.3% | 119,839 | $44.8M |
| Strategic Blueprint, LLC | 3.04% | Add +15.7% | 119,421 | $44.7M |
| One Day In July LLC | 5.55% | Add +12.6% | 119,101 | $44.5M |
| Fee-Only Financial Planning, L.C. | 29.93% | Reduce -1.1% | 118,864 | $44.5M |
| Clark Asset Management, LLC | 12.29% | Add +7.2% | 118,644 | $44.4M |
| Advisory Services Network, LLC | 0.91% | Add +20.2% | 118,172 | $44.2M |
| MBM Wealth Consultants, LLC | 14.87% | Reduce -1.2% | 112,217 | $43.6M |
| Brickley Wealth Management | 9.51% | Reduce -0.5% | 116,071 | $43.4M |
| Connecticut Wealth Management, LLC | 2.23% | Reduce -0.6% | 115,543 | $43.2M |
| First Horizon Advisors, Inc. | 1.29% | Add +8.2% | 113,616 | $42.5M |
| Bokf, NA | 0.76% | Add +11.1% | 112,471 | $42.1M |
| Trek Financial, LLC | 3.34% | Reduce -5.1% | 112,344 | $42.0M |
| Strategic Investment Solutions, Inc. | 13.30% | — | 112,017 | $41.2M |
| One Capital Management, LLC | 1.40% | Reduce -19.0% | 109,677 | $41.0M |
| First Pacific Financial | 10.14% | Add +65.8% | 105,487 | $39.5M |
| Gleason Group, Inc. | 7.96% | Reduce -0.1% | 104,799 | $39.2M |
| DAVENPORT & Co LLC | 0.25% | Add +6.3% | 104,443 | $39.1M |
| SP Asset Management LLC | 3.56% | Reduce -1.7% | 104,442 | $39.1M |
| Acorn Financial Advisory Services Inc. | 7.23% | Reduce -2.1% | 103,575 | $38.7M |
| American Investment Services, Inc. | 6.82% | Reduce -1.8% | 103,033 | $38.5M |
| Scott Capital Advisors, LLC | 11.36% | Reduce -2.4% | 98,991 | $38.4M |
| Arax Advisory Partners | 3.73% | Reduce -1.7% | 102,193 | $38.2M |
| IFP Advisors, Inc | 1.52% | Add +102.5% | 102,086 | $38.2M |
| Jacobsen Capital Management | 16.96% | Add +0.1% | 101,473 | $38.0M |
| Archford Capital Strategies, LLC | 6.13% | Add +2.9% | 101,178 | $37.8M |
| Golden Road Advisors LLC | 31.16% | Reduce -5.1% | 97,307 | $37.8M |
| Summit Financial Wealth Advisors, LLC | 7.63% | Reduce -0.8% | 100,666 | $37.7M |
| Benchmark Wealth Management, LLC | 20.04% | Reduce -0.8% | 100,575 | $37.6M |
| Chaney Capital Management, Inc. | 24.84% | Add +9.8% | 100,264 | $37.5M |
| Ocean Park Asset Management, LLC | 1.77% | No change | 99,764 | $37.3M |
| CX Institutional | 1.75% | Add +149.4% | 99,685 | $37.3M |
| Global Strategic Investment Solutions, LLC | 4.45% | Reduce -0.5% | 98,587 | $36.9M |
| Townsquare Capital LLC | 0.50% | Reduce -3.0% | 98,417 | $36.8M |
| Certified Advisory Corp | 4.62% | Add +0.8% | 98,310 | $36.8M |
| MAI Capital Management | 0.36% | Add +0.2% | 96,878 | $36.2M |
| Vantagepoint Investment Advisers LLC | 4.93% | No change | 95,790 | $35.8M |
| PFG Advisors | 2.42% | Add +1.1% | 95,540 | $35.7M |
| Cornerstone Wealth Advisors, Inc. | 10.54% | Reduce -0.2% | 94,123 | $35.2M |
| Exencial Wealth Advisors, LLC | 1.32% | Reduce -10.3% | 93,546 | $35.0M |
| Old Mission Investment Co LLC | 11.34% | Add +0.4% | 93,296 | $34.9M |
| Grey Fox Wealth Advisors, LLC | 12.00% | Add +7.8% | 94,090 | $34.1M |
| Ieq Capital, LLC | 0.46% | Add +4.2% | 90,471 | $33.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3.74% | Add +3.1% | 90,352 | $33.8M |
| Legacies Wealth LLC | 29.07% | Reduce -1.8% | 88,938 | $33.3M |
| GenWealth Group, Inc. | 8.17% | Reduce -0.5% | 88,750 | $33.2M |
| Franklin Resources Inc. | 0.01% | Reduce -5.0% | 87,668 | $32.8M |
| Evergreen Capital Management LLC | 1.15% | Reduce -0.5% | 84,703 | $31.7M |
| Robertson Stephens Wealth Management, LLC | 1.65% | Add +0.8% | 84,178 | $31.5M |
| LVW Advisors, LLC | 4.61% | Add +3.0% | 83,796 | $31.3M |
| Mainsail Asset Management, LLC | 24.68% | Add +0.5% | 83,272 | $31.1M |
| Anderson Hoagland & Co. | 3.23% | Add +0.1% | 79,242 | $30.8M |
| Schechter Investment Advisors, LLC | 2.31% | Reduce -6.2% | 81,848 | $30.6M |
| TD Capital Management LLC | 3.19% | Reduce -0.5% | 81,402 | $30.4M |
| TD Private Client Wealth LLC | 0.95% | Add +0.3% | 80,471 | $30.1M |
| Foundations Investment Advisors, LLC | 0.73% | Add +8.2% | 80,416 | $30.1M |
| Dakota Wealth Management | 0.70% | Reduce -8.4% | 79,727 | $29.8M |
| Aire Advisors, LLC | 6.79% | Reduce -0.3% | 79,699 | $29.8M |
| Beacon Capital Management, LLC | 5.46% | Add +13.3% | 79,282 | $29.7M |
| AE Wealth Management LLC | 0.30% | Add +11.6% | 78,874 | $29.5M |
| Berkshire Money Management, Inc. | 3.55% | Add +27.2% | 78,210 | $29.3M |
| Wealthspan Partners, LLC | 15.99% | Add +2.7% | 77,456 | $29.0M |
| R. W. Roge & Company, Inc. | 16.24% | Reduce -2.0% | 76,020 | $28.4M |
| Blankinship & Foster, LLC | 7.31% | Reduce -4.5% | 75,883 | $28.4M |
| Parker Financial LLC | 15.42% | Reduce -2.9% | 75,728 | $28.3M |
| GoalVest Advisory LLC | 8.95% | Reduce -3.8% | 74,887 | $28.0M |
| DeDora Capital, Inc. | 8.59% | Reduce -0.2% | 74,765 | $28.0M |
| Duncan Williams Asset Management, LLC | 23.52% | Add +8.0% | 74,595 | $27.9M |
| Destiny Wealth Partners, LLC | 5.00% | Add +64.8% | 74,413 | $27.8M |
| Tobias Financial Advisors, Inc. | 5.97% | Reduce -1.2% | 74,075 | $27.7M |
| Legacy Financial Group, Inc. | 10.45% | Add +0.7% | 73,818 | $27.6M |
| Sandbox Financial Partners, LLC | 10.52% | Add +6.2% | 73,391 | $27.4M |
| Financial Planning & Information Services, Inc. | 4.17% | Reduce -9.8% | 73,025 | $27.3M |
| JNBA Financial Advisors | 2.84% | Add +2.7% | 72,090 | $27.0M |
| Mesirow Financial Investment Management, Inc. | 0.61% | Reduce -5.6% | 71,899 | $26.9M |
| Fifth Third Securities, Inc. | 2.48% | Reduce -0.4% | 71,628 | $26.8M |
| Whitegate Investment Counselors, Inc. | 7.52% | Reduce -2.6% | 70,870 | $26.5M |
| Ellis Investment Partners, LLC | 5.58% | Add +3.3% | 70,546 | $26.4M |
| Evolution Advisers, Inc. | 15.16% | Reduce -3.3% | 70,489 | $26.4M |
| Capital Wealth Management, LLC | 12.03% | Reduce -3.1% | 70,227 | $26.3M |
| Cambridge Capital Management, LLC | 19.11% | Reduce -0.7% | 69,067 | $25.8M |
| Financial Advisory Partners, LLC | 9.65% | Reduce -5.8% | 68,984 | $25.8M |
| M&T Bank Corp | 0.09% | Add +35.9% | 68,885 | $25.8M |
| Advisors Capital Management, LLC | 0.45% | Reduce -3.1% | 68,870 | $25.8M |
| Stratos Wealth Advisors, LLC | 1.27% | Reduce -1.3% | 68,665 | $25.7M |
| Towerpoint Wealth, LLC | 12.69% | Reduce -4.8% | 67,978 | $25.4M |
| Great Valley Advisor Group, Inc. | 0.70% | Reduce -1.5% | 67,130 | $25.1M |
| Tritonpoint Wealth, LLC | 2.41% | Add +0.4% | 66,896 | $25.1M |
| Hill Island Financial LLC | 8.15% | Reduce -1.4% | 66,617 | $24.9M |
| HB Wealth Management, LLC | 0.29% | Add +5.9% | 66,467 | $24.9M |
| Thrivent Financial for Lutherans | 0.05% | Reduce -37.8% | 66,043 | $24.7M |
| Brown Advisory Inc. | 0.03% | Add +26.8% | 65,975 | $24.7M |
| Acorn Creek Capital LLC | 14.67% | Add +2.0% | 65,748 | $24.6M |
| J.W. Cole Advisors, Inc. | 1.15% | Reduce -4.8% | 65,488 | $24.5M |
| Cannon Financial Strategists, Inc. | 4.66% | Reduce -0.9% | 65,388 | $24.5M |
| Warner Financial, Inc. | 11.86% | Add +0.3% | 65,034 | $24.3M |
| Relative Value Partners Group, LLC | 3.16% | New | 64,958 | $24.3M |
| Lake Street Private Wealth, LLC | 3.16% | Add +5.8% | 64,958 | $24.3M |
| Procyon Advisors, LLC | 1.80% | Reduce -2.4% | 64,899 | $24.3M |
| Wealthfront Advisers LLC | 0.08% | Add +9.6% | 64,519 | $24.1M |
| Websterrogers Financial Advisors, LLC | 8.56% | Add +2.1% | 64,222 | $24.0M |
| Beaumont Financial Advisors, LLC | 1.91% | Reduce -1.9% | 63,700 | $23.8M |
| Rise Advisors, LLC | 12.61% | Reduce -8.7% | 63,628 | $23.8M |
| Mgo One Seven LLC | 1.12% | Add +2.9% | 63,236 | $23.7M |
| Hiley Hunt Wealth Management | 14.46% | Reduce -6.6% | 62,588 | $23.4M |
| Mitchell McLeod Pugh & Williams Inc. | 5.30% | Add +3.4% | 62,116 | $23.2M |
| Creative Financial Designs Inc. | 2.06% | Add +304.6% | 61,789 | $23.1M |
| Forvis Mazars Wealth Advisors, LLC | 0.57% | Reduce -3.8% | 61,247 | $22.9M |
| FWG Holdings, LLC | 11.47% | Add +0.6% | 60,599 | $22.8M |
| Taylor Financial Group, Inc. | 17.40% | Add +1.6% | 60,543 | $22.6M |
| Stratos Investment Management, LLC | 1.87% | Reduce -1.3% | 60,342 | $22.6M |
| Arcadia Wealth Management, LLC | 12.85% | Add +9.4% | 60,165 | $22.5M |
| Everett Harris & Co. | 0.29% | Add +1.3% | 60,090 | $22.5M |
| OneDigital Investment Advisors LLC | 0.28% | Add +183.9% | 59,970 | $22.4M |
| Waterford Advisors, LLC | 9.32% | Add +0.6% | 59,435 | $22.2M |
| Brown Wealth Management, LLC | 8.92% | Add +2.3% | 59,151 | $22.1M |
| Joel Isaacson & Co., LLC | 1.16% | Add +9.7% | 58,935 | $22.0M |
| Stephen J. Garry & Associates, LLC | 22.29% | Add +0.4% | 58,872 | $22.0M |
| Waypoint Capital Advisors, LLC | 5.47% | Add +61.2% | 58,486 | $21.9M |
| Bragg Financial Advisors, Inc | 0.97% | Reduce -2.3% | 58,404 | $21.8M |
| Hoylecohen, LLC | 1.65% | Reduce -0.9% | 58,236 | $21.8M |
| Members Trust Co | 0.66% | Reduce -3.6% | 58,198 | $21.8M |
| Bay Harbor Wealth Management, LLC | 7.58% | Reduce -4.6% | 58,067 | $21.7M |
| VestGen Investment Management | 6.43% | Reduce -1.6% | 58,091 | $21.7M |
| Clayton Financial Group LLC | 9.38% | Add +5.4% | 62,978 | $21.7M |
| Moneco Advisors, LLC | 3.18% | Add +1.5% | 57,851 | $21.6M |
| Integrated Wealth Concepts LLC | 0.30% | Reduce -6.3% | 57,847 | $21.6M |
| Global Retirement Partners, LLC | 0.68% | Reduce -3.0% | 57,695 | $21.6M |
| Sovereign Financial Group, Inc. | 5.36% | Add +9.4% | 57,491 | $21.5M |
| Noble Family Wealth, LLC | 6.14% | Reduce -3.6% | 57,054 | $21.3M |
| Concurrent Investment Advisors, LLC | 0.70% | Add +14.0% | 56,272 | $21.0M |
| Prospera Financial Services Inc | 0.58% | Reduce -6.4% | 56,143 | $21.0M |
| Newton One Investments LLC | 9.05% | Add +0.1% | 56,106 | $21.0M |
| Cary Street Partners Asset Management LLC | 3.07% | Reduce -15.0% | 55,874 | $20.9M |
| American Trust | 1.71% | Add +410.6% | 55,718 | $20.8M |
| Aspire Private Capital, LLC | 5.36% | Reduce -8.4% | 55,657 | $20.8M |
| Marino, Stram & Associates LLC | 5.06% | Add +1.7% | 55,346 | $20.7M |
| Oppenheimer & Co. Inc. | 0.33% | Add +0.7% | 54,751 | $20.5M |
| SPC Financial, Inc. | 1.89% | Reduce -1.5% | 54,532 | $20.4M |
| Yeomans Consulting Group, Inc. | 7.88% | Reduce -12.1% | 54,513 | $20.4M |
| Goodman Advisory Group, LLC | 6.09% | Add +182.7% | 54,477 | $20.4M |
| Regent Peak Wealth Advisors LLC | 4.60% | Reduce -3.6% | 53,769 | $20.1M |
| Cassady Schiller Wealth Management, LLC | 8.14% | Add +27.4% | 53,582 | $20.0M |
| Commerce Bank | 0.13% | Reduce -0.0% | 53,347 | $20.0M |
| Market Street Wealth Management Advisors LLC | 3.41% | Add +1.0% | 53,079 | $19.9M |
| Mutual Advisors, LLC | 0.60% | Add +23.9% | 54,346 | $19.7M |
| Associated Banc-Corp | 0.61% | Reduce -3.3% | 52,538 | $19.6M |
| RFG Advisory, LLC | 0.64% | Add +28.2% | 52,372 | $19.6M |
| First Heartland Consultants, Inc. | 1.94% | Add +19.8% | 52,282 | $19.6M |
| Veery Capital, LLC | 7.88% | Reduce -5.5% | 51,983 | $19.4M |
| Etfidea, LLC | 6.57% | Reduce -0.6% | 51,956 | $19.4M |
| Kohmann Bosshard Financial Services, LLC | 2.58% | Reduce -2.6% | 51,150 | $19.1M |
| Allspring Global Investments Holdings, LLC | 0.03% | Add +58240.2% | 50,756 | $19.0M |
| Francis Financial, Inc. | 5.68% | Add +2.4% | 49,981 | $18.7M |
| Neuberger Berman Group LLC | 0.02% | Add +2.8% | 49,798 | $18.6M |
| Prime Capital Investment Advisors, LLC | 0.28% | Reduce -22.0% | 49,720 | $18.6M |
| Signet Financial Management, LLC | 2.50% | Reduce -2.3% | 49,530 | $18.5M |
| Gray Wealth Management Inc. | 7.93% | Add +4.5% | 49,136 | $18.4M |
| Heartwood Wealth Advisors LLC | 2.18% | Add +0.1% | 48,817 | $18.3M |
| Platte River Wealth Advisors, LLC | 5.11% | Add +3.7% | 48,673 | $18.2M |
| Financial Insights, Inc. | 5.05% | Reduce -2.6% | 48,604 | $18.2M |
| Retirement Planning Group, LLC | 1.15% | Reduce -2.6% | 48,568 | $18.2M |
| Tenret Co LLC | 12.57% | Reduce -3.0% | 48,544 | $18.2M |
| Regal Investment Advisors LLC | 1.20% | Reduce -2.8% | 48,272 | $18.1M |
| Roof Eidam Maycock Peralta, LLC | 4.88% | Add +1.9% | 48,097 | $18.0M |
| Milestone Investment Advisors LLC | 4.73% | Reduce -0.7% | 47,595 | $17.8M |
| Angeles Investment Advisors, LLC | 0.91% | Add +98.3% | 47,530 | $17.8M |
| IVC Wealth Advisors LLC | 9.93% | Reduce -5.1% | 47,497 | $17.8M |
| Perigon Wealth Management, LLC | 0.51% | Add +51.0% | 47,379 | $17.7M |
| Black Diamond Financial, LLC | 3.41% | Reduce -0.5% | 47,189 | $17.6M |
| Sowell Financial Services LLC | 0.84% | Reduce -4.3% | 47,072 | $17.6M |
| Legacy Edge Advisors, LLC | 3.24% | Reduce -3.9% | 47,066 | $17.6M |
| Beacon Financial Group | 2.00% | Add +54.3% | 46,822 | $17.5M |
| Baron Silver Stevens Financial Advisors, LLC | 3.35% | Reduce -1.4% | 46,814 | $17.5M |
| Manchester Capital Management LLC | 2.10% | Reduce -0.1% | 46,724 | $17.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.09% | Add +53.8% | 46,300 | $17.5M |
| McAlister, Sweet & Associates, Inc. | 12.54% | Add +8.4% | 46,660 | $17.5M |
| Harbour Investments, Inc. | 0.59% | Add +10.2% | 46,387 | $17.3M |
| Cutler Investment Counsel LLC | 2.36% | Add +4.3% | 46,327 | $17.3M |
| Financial Advocates Investment Management | 1.08% | Reduce -46.4% | 46,244 | $17.3M |
| IAG Wealth Partners, LLC | 3.47% | Reduce -6.9% | 46,130 | $17.3M |
| Dominguez Wealth Management Solutions, Inc. | 12.82% | Add +5.3% | 45,517 | $17.0M |
| Prosperity Planning, Inc. | 5.84% | Reduce -0.8% | 45,463 | $17.0M |
| Wealth Alliance Advisory Group, LLC | 3.82% | Add +0.1% | 45,377 | $17.0M |
| Investment Advisory Group, LLC | 6.54% | Add +5.2% | 45,263 | $16.9M |
| Guardian Capital Advisors LP | 1.80% | Reduce -15.3% | 43,120 | $16.9M |
| Salomon & Ludwin, LLC | 1.87% | Reduce -22.8% | 44,721 | $16.7M |
| Silicon Valley Capital Partners | 2.29% | Add +2.1% | 44,521 | $16.7M |
| Advantage Trust Co | 11.89% | Add +4.1% | 44,292 | $16.6M |
| Dagco, Inc. | 7.24% | Reduce -0.9% | 43,641 | $16.3M |
| CIBC Private Wealth Group LLC | 0.03% | Add +1.1% | 41,949 | $16.3M |
| BTC Capital Management, Inc. | 1.50% | Add +18.9% | 43,187 | $16.2M |
| Robinswood Financial LLC | 6.50% | Add +3.2% | 42,955 | $16.1M |
| Leeward Financial Partners, LLC | 6.42% | Add +14.8% | 42,302 | $15.8M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2.64% | Reduce -0.8% | 42,269 | $15.8M |
| Onyx Bridge Wealth Group LLC | 2.58% | Reduce -25.0% | 41,997 | $15.7M |
| Quotient Wealth Partners, LLC | 0.55% | Reduce -14.4% | 41,650 | $15.6M |
| Win Advisors, Inc. | 6.86% | New | 41,087 | $15.4M |
| Ameritas Advisory Services, LLC | 0.58% | Add +3.0% | 41,035 | $15.3M |
| Fsa Wealth Partners, Inc. | 4.16% | New | 40,664 | $15.2M |
| Topel & Distasi Wealth Management, LLC | 6.68% | Add +0.8% | 40,621 | $15.2M |
| Planning Alternatives Ltd. | 2.45% | Reduce -0.1% | 40,501 | $15.1M |
| Kennicott Capital Management LLC | 6.29% | Reduce -1.1% | 40,454 | $15.1M |
| Lokken Investment Group LLC | 7.01% | Add +5.1% | 39,833 | $14.9M |
| FC Advisory LLC | 5.43% | Reduce -3.2% | 39,605 | $14.8M |
| Keeler & Nadler Financial Planning & Wealth Management | 8.11% | Reduce -3.0% | 39,489 | $14.8M |
| Olistico Wealth, LLC | 9.36% | Add +1.8% | 39,245 | $14.7M |
| Pinion Investment Advisors, LLC | 7.29% | Reduce -2.9% | 39,204 | $14.7M |
| Gill Capital Partners, LLC | 5.65% | Add +2.0% | 39,046 | $14.6M |
| Mechanics Bank Trust Department | 2.08% | Reduce -6.5% | 38,862 | $14.5M |
| REAP Financial Group, LLC | 3.90% | Reduce -1.7% | 38,789 | $14.5M |
| DDFG, Inc | 4.46% | Reduce -1.4% | 38,605 | $14.4M |
| Stratos Wealth Partners, LTD. | 0.23% | Reduce -5.1% | 38,560 | $14.4M |
| Great Diamond Partners, LLC | 3.37% | Reduce -1.9% | 38,369 | $14.4M |
| Falcon Wealth Planning | 1.85% | Reduce -36.0% | 38,127 | $14.3M |
| Leonard Rickey Investment Advisors P.L.L.C. | 3.40% | Add +5.2% | 37,914 | $14.2M |
| Stage Harbor Financial, LLC | 13.69% | Add +3.2% | 37,900 | $14.2M |
| Peterson Wealth Services | 4.95% | Reduce -6.7% | 37,865 | $14.2M |
| Werba Rubin Papier Wealth Management | 3.90% | Add +64.2% | 37,733 | $14.1M |
| SWP Financial LLC | 9.31% | Add +30.0% | 37,663 | $14.1M |
| Horizon Family Wealth, Inc. | 10.66% | Reduce -7.0% | 37,431 | $14.0M |
| BLB&B Advisors, LLC | 0.76% | Reduce -13.7% | 37,253 | $13.9M |
| Koshinski Asset Management, Inc. | 1.28% | Reduce -3.0% | 35,506 | $13.8M |
| AdvisorNet Financial, Inc | 1.25% | Add +2.5% | 36,847 | $13.8M |
| Consolidated Portfolio Review Corp | 3.21% | Add +43.4% | 36,836 | $13.8M |
| Cedrus LLC | 6.88% | Add +5.4% | 36,783 | $13.8M |
| Cora Capital Advisors LLC | 7.08% | Reduce -0.4% | 36,751 | $13.7M |
| Matrix Private Capital Group LLC | 8.57% | Add +9.5% | 36,408 | $13.6M |
| 25 LLC | 6.46% | Add +3.0% | 36,368 | $13.6M |
| Financial Counselors Inc. | 0.22% | Add +1.1% | 36,366 | $13.6M |
| Buckingham Strategic Wealth, LLC | 0.14% | Add +0.3% | 36,210 | $13.5M |
| Safir Wealth Advisors, LLC | 11.04% | Reduce -2.6% | 36,036 | $13.5M |
| Focus Partners Advisor Solutions, LLC | 0.35% | Add +3.9% | 36,024 | $13.5M |
| Savant Capital, LLC | 0.13% | Add +61.7% | 36,022 | $13.5M |
| Howard Wealth Management, LLC | 10.60% | Add +1.1% | 35,921 | $13.4M |
| Watershed Private Wealth LLC | 5.70% | Add +64.0% | 35,798 | $13.4M |
| GenTrust, LLC | 0.72% | Add +1699.7% | 35,579 | $13.3M |
| Snowden Capital Advisors LLC | 0.40% | Add +0.5% | 35,539 | $13.3M |
| Financial Connections Group, Inc. | 6.88% | New | 35,430 | $13.3M |
| Ascent Group, LLC | 1.08% | Reduce -4.2% | 35,333 | $13.2M |
| Gemmer Asset Management LLC | 1.41% | Add +0.8% | 35,281 | $13.2M |
| Capital Analysts, LLC | 0.58% | Reduce -3.1% | 35,185 | $13.2M |
| Concourse Financial Group Securities, Inc. | 0.82% | Add +0.0% | 35,047 | $13.1M |
| Rodgers & Associates, LTD | 1.68% | Reduce -5.7% | 34,933 | $13.1M |
| Bristlecone Advisors, LLC | 1.11% | Reduce -1.9% | 34,826 | $13.0M |
| Founders Financial Securities LLC | 1.23% | Add +25.4% | 34,815 | $13.0M |
| UMB Bank, n.a. | 0.21% | Add +6.0% | 34,552 | $12.9M |
| Addison Advisors LLC | 4.15% | Reduce -0.4% | 34,397 | $12.9M |
| BW Gestao de Investimentos Ltda. | 1.69% | No change | 34,225 | $12.8M |
| Hurlow Wealth Management Group, Inc. | 4.38% | Reduce -0.7% | 34,154 | $12.8M |
| Arete Wealth Advisors, LLC | 1.04% | Reduce -18.5% | 33,856 | $12.7M |
| Baltimore-Washington Financial Advisors, Inc. | 0.74% | Add +8.6% | 33,400 | $12.5M |
| LaSalle St. Investment Advisors, LLC | 6.23% | Reduce -9.1% | 33,344 | $12.5M |
| Romano Brothers and Company | 1.72% | Add +7.2% | 33,284 | $12.4M |
| Oak Root LLC | 1.65% | Add +0.7% | 33,066 | $12.4M |
| Flagship Harbor Advisors, LLC | 0.74% | Reduce -6.5% | 32,995 | $12.3M |
| Scotia Capital Inc. | 0.07% | Reduce -14.6% | 32,886 | $12.3M |
| QRG Capital Management, Inc. | 0.15% | Reduce -1.1% | 32,869 | $12.3M |
| Synovus Financial Corp. | 0.16% | Reduce -0.4% | 32,811 | $12.3M |
| Clarius Group, LLC | 0.87% | Reduce -4.5% | 32,634 | $12.2M |
| StoneX Group Inc. | 0.97% | Add +4.7% | 32,514 | $12.2M |
| &partners | 0.53% | Add +171.2% | 32,513 | $12.2M |
| Aries Wealth Management | 3.79% | Add +3.3% | 32,200 | $12.0M |
| SCS Capital Management LLC | 0.25% | Add +14.9% | 32,192 | $12.0M |
| Nations Financial Group Inc, /Ia/ | 0.98% | Add +2.0% | 32,155 | $12.0M |
| Cyndeo Wealth Partners, LLC | 0.94% | Reduce -4.2% | 32,096 | $12.0M |
| Thrive Wealth Management, LLC | 2.31% | Add +2.0% | 31,547 | $11.8M |
| O'Brien Wealth Partners LLC | 2.65% | Add +17.8% | 31,509 | $11.8M |
| Berger Financial Group, Inc | 0.94% | Add +1.9% | 31,437 | $11.8M |
| Westwood Holdings Group Inc. | 0.10% | Reduce -0.9% | 31,411 | $11.7M |
| Marshall Financial Group Inc. | 3.81% | Reduce -0.5% | 31,390 | $11.7M |
| Capital Investment Advisory Services, LLC | 1.21% | Add +232.0% | 31,355 | $11.7M |
| JMG Financial Group, Ltd. | 0.44% | Add +0.7% | 31,303 | $11.7M |
| Semmax Financial Advisors Inc. | 3.51% | Add +3.4% | 32,065 | $11.7M |
| Lindbrook Capital, LLC | 1.09% | Add +0.6% | 31,042 | $11.6M |
| Capital Advisors, Ltd. LLC | 1.51% | Reduce -0.3% | 31,015 | $11.6M |
| Regions Financial Corp. | 0.09% | Add +48.7% | 30,482 | $11.4M |
| Sandy Spring Bank | 0.50% | Add +9.7% | 30,436 | $11.4M |
| Howard Capital Management, LLC | 1.11% | Reduce -0.5% | 30,168 | $11.3M |
| NORTHSTAR ASSET MANAGEMENT Co | 2.73% | Add +0.9% | 30,135 | $11.3M |
| MCF Advisors LLC | 0.85% | Add +0.1% | 30,086 | $11.3M |
| Horizon Bancorp Inc. | 5.27% | Add +8.5% | 29,641 | $11.1M |
| Citizens Financial Group Inc. | 0.25% | Add +4.4% | 29,535 | $11.1M |
| Cranbrook Wealth Management, LLC | 2.70% | Reduce -0.8% | 29,386 | $11.0M |
| Krilogy Financial LLC | 0.81% | Add +7.2% | 29,279 | $11.0M |
| NewEdge Wealth, LLC | 0.24% | Reduce -26.5% | 29,215 | $10.9M |
| Elevated Capital Advisors, LLC | 3.03% | Reduce -5.2% | 28,851 | $10.8M |
| VeraBank, N.A. | 3.35% | Add +2.8% | 28,822 | $10.8M |
| Gotham Asset Management | 0.14% | Add +29.7% | 28,819 | $10.8M |
| Clearstead Advisors, LLC | 0.18% | Add +477.6% | 28,758 | $10.8M |
| Agf Management Ltd. | 0.06% | Reduce -2.8% | 28,642 | $10.7M |
| Kraft, Davis & Associates, LLC | 3.24% | Add +1.2% | 29,565 | $10.7M |
| Hohimer Wealth Management, LLC | 2.46% | Add +3.7% | 28,376 | $10.6M |
| Raymond James Trust N.A. | 0.25% | Add +22.0% | 28,340 | $10.6M |
| Kingsview Wealth Management, LLC | 0.25% | Add +5.2% | 28,062 | $10.5M |
| Integrity Wealth Solutions LLC | 6.79% | Add +1.1% | 27,875 | $10.4M |
| Parallel Advisors, LLC | 0.27% | Add +199.0% | 27,828 | $10.4M |
| Novak & Powell Financial Services, Inc. | 6.42% | Reduce -20.1% | 27,654 | $10.3M |
| Impact Partnership Wealth, LLC | 2.72% | Add +8.6% | 27,642 | $10.3M |
| Smith & Howard Wealth Management, LLC | 3.08% | Reduce -0.4% | 27,599 | $10.3M |
| AlphaStar Capital Management, LLC | 0.95% | Reduce -23.3% | 27,577 | $10.3M |
| Hubbell Strickland Wealth Management, LLC | 5.17% | Add +0.2% | 27,542 | $10.3M |
| Csenge Advisory Group | 0.58% | Add +8.4% | 27,292 | $10.2M |
| O'shaughnessy Asset Management, LLC | 0.11% | Add +10.1% | 27,234 | $10.2M |
| Texas Yale Capital Corp. | 0.48% | Add +0.3% | 27,107 | $10.1M |
| Financial Life Advisors | 4.11% | Reduce -3.3% | 27,099 | $10.1M |
| Beacon Bridge Wealth Partners, LLC | 4.64% | Add +80.8% | 27,032 | $10.1M |
| Clark Financial Services Group Inc. | 10.57% | Add +5.1% | 26,806 | $10.0M |
| NWF Advisory Services Inc. | 1.59% | Add +0.2% | 26,771 | $10.0M |
| Petix & Botte Co | 2.83% | Reduce -50.7% | 26,745 | $10.0M |
| Obsidian Cio, LLC | 2.37% | Add +7.6% | 26,705 | $10.0M |
| IHT Wealth Management, LLC | 0.37% | Add +0.8% | 26,674 | $10.0M |
| N.E.W. Advisory Services LLC | 1.08% | Reduce -1.5% | 26,669 | $10.0M |
| Everhart Financial Group, Inc. | 2.58% | Reduce -5.4% | 26,591 | $9.9M |
| Gentry Private Wealth, LLC | 8.73% | — | 26,557 | $9.9M |
| Prostatis Group LLC | 3.48% | Reduce -0.0% | 26,546 | $9.9M |
| Ironsides Asset Advisors, LLC | 3.30% | Reduce -0.1% | 26,517 | $9.9M |
| Kathmere Capital Management, LLC | 1.05% | Reduce -1.1% | 26,423 | $9.9M |
| CW Advisors, LLC | 0.16% | Reduce -6.6% | 26,307 | $9.8M |
| First National Bank of Omaha | 0.65% | Add +2.2% | 26,274 | $9.8M |
| Independent Financial Group, LLC | 0.39% | Add +9.7% | 26,226 | $9.8M |
| Harbor Investment Advisory, LLC | 1.02% | Reduce -5.9% | 26,178 | $9.8M |
| Orser Capital Management, LLC | 7.35% | Add +115.1% | 26,145 | $9.8M |
| Hofer & Associates. Inc | 7.55% | Add +0.6% | 26,036 | $9.7M |
| Madison Park Capital Advisors, LLC | 8.10% | Add +43.4% | 25,927 | $9.7M |
| Segment Wealth Management, LLC | 0.72% | No change | 25,926 | $9.7M |
| Bath Savings Trust Co | 1.03% | Add +1.0% | 25,925 | $9.7M |
| Magnolia Capital Advisors LLC | 5.41% | New | 25,833 | $9.7M |
| Latigo Investments, LLC | 4.92% | No change | 25,713 | $9.6M |
| Copperwynd Financial, LLC | 3.13% | Reduce -7.7% | 26,127 | $9.6M |
| Certus Wealth Management, LLC | 7.23% | Add +204.5% | 25,464 | $9.5M |
| Washington Trust Advisors, Inc. | 0.88% | Add +0.0% | 25,461 | $9.5M |
| Integral Investment Advisors, Inc. | 3.50% | Add +30.8% | 25,207 | $9.5M |
| Nabity-Jensen Investment Management Inc | 7.76% | Reduce -0.1% | 25,367 | $9.5M |
| Fusion Capital, LLC | 4.30% | Reduce -0.1% | 25,202 | $9.4M |
| Von Berge Wealth Management Group, LLC | 5.94% | Reduce -2.0% | 24,814 | $9.3M |
| Bluespring Wealth Management, LLC | 1.00% | Reduce -8.0% | 24,940 | $9.3M |
| Elevation Capital Advisory, LLC | 4.26% | — | 24,941 | $9.3M |
| Simplicity Wealth,LLC | 0.21% | Add +8.5% | 24,720 | $9.2M |
| IFG Advisory, LLC | 0.59% | Add +2.2% | 24,495 | $9.2M |
| Windham Capital Management, LLC | 7.13% | Reduce -2.4% | 23,775 | $9.1M |
| Susquehanna International Group, LLP | 0.02% | Add +592.3% | 24,349 | $9.1M |
| Mayfair Advisory Group, LLC | 6.16% | Add +4.7% | 23,565 | $9.1M |
| Valeo Financial Advisors, LLC | 0.28% | Add +87.5% | 24,223 | $9.1M |
| Cornerstone Wealth Management, LLC | 0.70% | Reduce -0.7% | 24,191 | $9.0M |
| Wellspring Financial Advisors, LLC | 1.01% | Reduce 0.0% | 944,783 | $9.0M |
| Acropolis Investment Management, LLC | 0.56% | Add +0.9% | 23,856 | $8.9M |
| Ogorek Anthony Joseph /NY/ | 3.09% | Reduce -0.1% | 23,779 | $8.9M |
| B&D White Capital Company, LLC | 1.86% | Reduce -72.0% | 23,774 | $8.9M |
| Kathleen S. Wright Associates Inc. | 4.08% | Reduce -1.4% | 23,763 | $8.9M |
| New York Life Investment Management LLC | 0.09% | New | 23,537 | $8.8M |
| Drucker Wealth 3.0, LLC | 2.32% | — | 23,318 | $8.7M |
| First United Bank & Trust | 3.24% | Add +1.0% | 23,244 | $8.7M |
| Mathes Company, Inc. | 3.18% | No change | 23,220 | $8.7M |
| Prestige Wealth Management Group LLC | 1.86% | Reduce -4.6% | 23,022 | $8.6M |
| Jackson Wealth Management, LLC | 1.85% | Reduce -1.7% | 23,018 | $8.6M |
| Wealthspire Retirement, LLC | 0.72% | Reduce -2.5% | 22,847 | $8.5M |
| Bleakley Financial Group, LLC | 0.25% | Add +12.5% | 22,776 | $8.5M |
| ERn Financial, LLC | 1.41% | Add +0.5% | 22,760 | $8.5M |
| Verdence Capital Advisors LLC | 0.75% | Reduce -1.4% | 22,596 | $8.5M |
| Caprock Group, LLC | 0.34% | Add +15.2% | 22,419 | $8.4M |
| Hilltop Holdings Inc. | 0.98% | Reduce -1.1% | 22,438 | $8.4M |
| Gladstone Institutional Advisory LLC | 0.44% | Add +28.0% | 22,392 | $8.4M |
| Eagle Strategies LLC | 1.60% | Add +80.2% | 22,386 | $8.4M |
| Clearwater Capital Advisors, LLC | 0.88% | Reduce -1.6% | 22,312 | $8.3M |
| Dravo Bay LLC | 4.59% | Reduce -0.4% | 22,118 | $8.3M |
| Riversedge Advisors, LLC | 2.01% | Reduce -0.2% | 22,090 | $8.3M |
| Main Line Retirement Advisors, LLC | 6.29% | Add +3.2% | 21,988 | $8.2M |
| Edmonds Duncan Registered Investment Advisors, LLC | 2.00% | Reduce -4.4% | 21,981 | $8.2M |
| SageView Advisory Group, LLC | 0.51% | New | 21,879 | $8.2M |
| Nicolet Advisory Services, LLC | 0.78% | Reduce -4.6% | 20,761 | $8.1M |
| Intergy Private Wealth, LLC | 3.32% | Reduce -2.5% | 21,513 | $8.0M |
| Aveo Capital Partners, LLC | 0.91% | Reduce -4.1% | 21,447 | $8.0M |
| Laurel Wealth Advisors LLC | 1.40% | Reduce -2.4% | 21,382 | $8.0M |
| MidAtlantic Capital Management, Inc. | 6.68% | Reduce -0.5% | 21,310 | $8.0M |
| Yoder Wealth Management, Inc. | 5.13% | Reduce -0.3% | 21,192 | $7.9M |
| Leo Wealth, LLC | 0.81% | Add +1.8% | 21,100 | $7.9M |
| Marcum Wealth, LLC | 0.79% | Reduce -4.2% | 21,162 | $7.9M |
| Visionary Wealth Advisors | 0.52% | Add +8.6% | 21,118 | $7.9M |
| GW Henssler & Associates Ltd. | 0.47% | Add +3.9% | 21,054 | $7.9M |
| Hollencrest Capital Management | 0.34% | No change | 20,696 | $7.7M |
| Brio Consultants, LLC | 1.28% | Reduce -3.2% | 20,688 | $7.7M |
| Vicus Capital | 0.70% | Add +20.3% | 20,651 | $7.7M |
| LongView Wealth Management | 2.84% | Reduce -0.6% | 20,589 | $7.7M |
| PCA Investment Advisory Services Inc. | 4.02% | Reduce -3.2% | 20,535 | $7.7M |
| Wind River Trust Co | 3.11% | Reduce -1.0% | 20,516 | $7.7M |
| Wells Financial Advisors INC | 5.02% | Reduce -2.8% | 20,375 | $7.6M |
| Horizon Investments, LLC | 0.21% | Add +11.0% | 20,334 | $7.6M |
| Riverview Capital Advisers, LLC | 2.56% | Add +2.5% | 20,333 | $7.6M |
| Geneos Wealth Management Inc. | 0.34% | Add +3.6% | 20,326 | $7.6M |
| CWS Financial Advisors, LLC | 2.97% | Add +10.3% | 20,176 | $7.5M |
| Wescott Financial Advisory Group, LLC | 0.87% | Reduce -1.9% | 20,124 | $7.5M |
| Johnson Investment Counsel Inc. | 0.08% | Add +25.0% | 19,942 | $7.5M |
| FDx Advisors, Inc. | 2.05% | Reduce -3.3% | 19,859 | $7.4M |
| One Charles Private Wealth Services, LLC | 3.09% | Add +16.6% | 19,837 | $7.4M |
| Citadel Advisors | 0.01% | Add +175.8% | 19,820 | $7.4M |
| Wealthcare Advisory Partners LLC | 0.23% | Add +8.6% | 19,772 | $7.4M |
| Angeles Wealth Management, LLC | 0.69% | No change | 19,769 | $7.4M |
| Dentgroup LLC | 5.95% | Reduce -2.1% | 19,732 | $7.4M |
| AlTi Global, Inc. | 0.20% | Reduce -0.2% | 19,550 | $7.3M |
| Simmons Bank | 0.55% | Reduce -1.8% | 19,511 | $7.3M |
| McKinley Carter Wealth Services, Inc. | 0.46% | Reduce -0.9% | 19,446 | $7.3M |
| SouthState Bank Corp | 0.53% | Add +3014.8% | 19,405 | $7.3M |
| Defined Wealth Management, LLC | 5.05% | Add +3.1% | 19,398 | $7.3M |
| Osborne Partners Capital Management, LLC | 0.43% | Add +0.8% | 19,389 | $7.3M |
| GC Wealth Management RIA, LLC | 1.43% | Add +13.1% | 19,351 | $7.2M |
| Lansing Street Advisors | 3.01% | Add +15.2% | 19,303 | $7.2M |
| Karpus Management, Inc. | 0.20% | Reduce -11.7% | 19,254 | $7.2M |
| Cardiff Park Advisors, LLC | 0.68% | Reduce -1.1% | 18,826 | $7.0M |
| Register Financial Advisors LLC | 3.55% | Add +7.2% | 18,792 | $7.0M |
| Legacy PCG, LLC | 4.41% | Reduce -3.1% | 18,766 | $7.0M |
| Ausdal Financial Partners, Inc. | 0.75% | Add +0.2% | 18,737 | $7.0M |
| Perennial Investment Advisors, LLC | 1.00% | Add +5.4% | 18,644 | $7.0M |
| Diversified Portfolios, Inc. | 0.91% | Reduce -0.6% | 18,545 | $6.9M |
| Pine Valley Investments Ltd Liability Co | 0.51% | Add +5.3% | 18,413 | $6.9M |
| Willis Johnson & Associates, Inc. | 0.56% | Reduce -4.1% | 18,423 | $6.9M |
| Kure Advisory, LLC | 5.65% | Reduce -1.3% | 18,390 | $6.9M |
| Spire Wealth Management | 0.23% | Add +6.7% | 17,809 | $6.7M |
| Advisory Alpha, LLC | 0.26% | Reduce -69.2% | 17,772 | $6.6M |
| Foguth Wealth Management, LLC. | 2.93% | Add +25.3% | 17,752 | $6.6M |
| Disciplined Investments, LLC | 3.52% | Reduce -1.5% | 17,668 | $6.6M |
| PFG Investments, LLC | 0.47% | Reduce -49.4% | 17,417 | $6.5M |
| Fonville Wealth Management LLC | 2.58% | Add +3.4% | 17,385 | $6.5M |
| Northstar Group, Inc. | 1.28% | Add +4.1% | 17,353 | $6.5M |
| Sightline Wealth Advisors, LLC | 4.03% | Add +10.1% | 17,328 | $6.5M |
| Oak Harvest Investment Services | 1.01% | Add +21.4% | 17,052 | $6.4M |
| Calton & Associates, Inc. | 3.18% | Reduce -2.3% | 16,962 | $6.3M |
| Scott & Selber, Inc. | 2.02% | No change | 16,957 | $6.3M |
| Brighton Jones LLC | 0.21% | Add +1.7% | 16,886 | $6.3M |
| SOL Capital Management CO | 0.76% | Add +4.1% | 16,882 | $6.3M |
| Continuum Wealth Advisors, LLC | 3.30% | Add +12.0% | 16,760 | $6.3M |
| Estate Counselors, LLC | 0.68% | Add +11.3% | 16,720 | $6.3M |
| Abbot Financial Management, Inc. | 3.34% | Reduce -0.1% | 16,676 | $6.2M |
| Rehmann Capital Advisory Group | 0.45% | Reduce -2.7% | 16,631 | $6.2M |
| Twin Focus Capital Partners, LLC | 0.99% | Add +13.6% | 16,514 | $6.2M |
| Kovack Advisors, Inc. | 0.68% | Reduce -4.3% | 16,481 | $6.2M |
| Kendall Capital Management | 2.05% | Add +16.5% | 16,464 | $6.2M |
| Park Avenue Securities LLC | 0.07% | Add +15.6% | 16,418 | $6.1M |
| Greenline Partners, LLC | 0.93% | New | 16,286 | $6.1M |
| First County Bank | 3.15% | Add +43.0% | 16,373 | $6.1M |
| Emerald Advisors, LLC | 0.93% | Reduce -4.7% | 16,334 | $6.1M |
| Element Pointe Advisors, LLC | 1.55% | Add +0.7% | 16,307 | $6.1M |
| GPS Wealth Strategies Group, LLC | 0.91% | Add +10.2% | 16,231 | $6.1M |
| MA Private Wealth | 1.20% | Reduce -0.4% | 16,203 | $6.1M |
| EMC Capital Management | 3.51% | Reduce -9.5% | 16,122 | $6.1M |
| MSH Capital Advisors LLC | 2.02% | Add +0.6% | 16,165 | $6.0M |
| VitalStone Financial, LLC | 4.35% | Add +25.0% | 16,030 | $6.0M |
| Weinberger Asset Management, Inc | 2.81% | Reduce -0.7% | 15,967 | $6.0M |
| HBK Sorce Advisory LLC | 0.21% | Reduce -6.6% | 15,945 | $6.0M |
| Lido Advisors, LLC | 0.05% | Add +1.6% | 15,889 | $5.9M |
| Mustard Seed Financial, LLC | 5.68% | Add +3.9% | 15,868 | $5.9M |
| Capital Planning Advisors, LLC | 1.01% | Reduce -0.1% | 15,789 | $5.9M |
| Dynamic Advisor Solutions LLC | 0.18% | Reduce -1.2% | 15,710 | $5.9M |
| Insight Advisors, LLC/ PA | 1.07% | Add +0.0% | 15,671 | $5.9M |
| Hexagon Capital Partners LLC | 1.27% | Reduce -8.8% | 15,651 | $5.9M |
| CGN Advisors LLC | 0.68% | Reduce -0.1% | 15,631 | $5.8M |
| WealthShield Partners, LLC | 0.89% | Add +2.9% | 15,579 | $5.8M |
| Cascade Wealth Advisors, Inc | 4.31% | Reduce -17.9% | 16,242 | $5.8M |
| Abich Financial Wealth Management LLC | 3.89% | Reduce -40.7% | 15,306 | $5.7M |
| Gallagher Fiduciary Advisors, LLC | 1.28% | Reduce -2.0% | 15,225 | $5.7M |
| Richardson Financial Services Inc. | 4.09% | Add +0.4% | 15,200 | $5.7M |
| Edge Capital Group, LLC | 0.27% | Add +2.7% | 15,169 | $5.7M |
| Agate Pass Investment Management, LLC | 3.01% | Add +19.3% | 15,127 | $5.7M |
| Clarus Wealth Advisors | 2.98% | Reduce -0.3% | 14,320 | $5.6M |
| Hengehold Capital Management LLC | 0.58% | Reduce -2.7% | 14,957 | $5.6M |
| Smith, Moore & Co. | 0.58% | Reduce -1.4% | 14,936 | $5.6M |
| WESPAC Advisors SoCal, LLC | 1.40% | Reduce -8.0% | 14,927 | $5.6M |
| Capital Planning LLC | 1.65% | Add +46.4% | 14,731 | $5.5M |
| Carnegie Investment Counsel | 0.17% | Reduce -2.3% | 14,745 | $5.5M |
| Wedbush Securities Inc. | 0.20% | Add +0.5% | 14,662 | $5.5M |
| Essex Financial Services, Inc. | 0.41% | Add +10.0% | 15,546 | $5.5M |
| Curran Financial Partners, LLC | 1.83% | Reduce -1.4% | 14,629 | $5.5M |
| First PREMIER Bank | 1.46% | Add +6.8% | 14,547 | $5.4M |
| Advocacy Wealth Management, LLC | 0.45% | Reduce -9.4% | 14,546 | $5.4M |
| Facet Wealth, Inc. | 0.17% | Reduce -3.9% | 15,142 | $5.4M |
| GFS Advisors, LLC | 0.87% | Reduce -87.0% | 1,890 | $5.4M |
| Cohen Klingenstein LLC | 0.20% | Add +0.5% | 14,448 | $5.4M |
| Tower View Wealth Management LLC | 3.10% | Add +39.1% | 14,438 | $5.4M |
| M3 Advisory Group, LLC | 4.44% | Add +6.3% | 14,403 | $5.4M |
| Moody National Bank Trust Division | 0.42% | New | 14,330 | $5.4M |
| Dopkins Wealth Management, LLC | 3.23% | Reduce -4.1% | 14,194 | $5.3M |
| Curi Capital, LLC | 0.13% | Reduce -2.9% | 14,113 | $5.3M |
| Droms Strauss Advisors Inc. /Mo/ | 1.91% | Reduce -1.5% | 14,108 | $5.3M |
| HTG Investment Advisors, Inc. | 2.84% | Add +6.1% | 14,080 | $5.3M |
| Aspen Wealth Management LLC | 1.82% | Add +39.2% | 14,057 | $5.3M |
| Aspiriant, LLC | 0.21% | Add +29.4% | 14,042 | $5.3M |
| Quadcap Wealth Management, LLC | 0.94% | Add +351.6% | 13,969 | $5.2M |
| Strategic Financial Partners, Ltd. | 2.86% | Reduce -0.8% | 13,906 | $5.2M |
| Fisher Asset Management | 0.00% | Reduce -56.8% | 13,895 | $5.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.11% | Reduce -4.7% | 13,859 | $5.2M |
| MeadowBrook Investment Advisors LLC | 4.98% | Add +800836.4% | 88,103 | $5.2M |
| Level Four Advisory Services, LLC | 0.23% | Reduce -5.8% | 13,809 | $5.2M |
| Choate Investment Advisors | 0.14% | No change | 13,776 | $5.2M |
| Catalyst Private Wealth, LLC | 2.72% | Add +3.2% | 13,760 | $5.1M |
| Sentinel Pension Advisors, LLC | 1.07% | Reduce -1.6% | 13,759 | $5.1M |
| Muirfield Wealth Advisors LLC | 4.83% | Add +1.0% | 13,746 | $5.1M |
| Spotlight Asset Group, Inc. | 3.59% | Reduce -1.2% | 13,733 | $5.1M |
| Wellington Management Group LLP | 0.00% | Add +92.6% | 13,714 | $5.1M |
| Empower Advisory Group, LLC | 0.02% | Reduce -4.8% | 13,633 | $5.1M |
| Chris Bulman Inc | 3.47% | — | 13,581 | $5.1M |
| Norris Perne & French LLP | 0.37% | Add +0.4% | 13,578 | $5.1M |
| Revolve Wealth Partners, LLC | 0.83% | Reduce -0.9% | 13,447 | $5.0M |
| Donaldson Capital Management, LLC | 0.21% | Reduce -2.8% | 13,396 | $5.0M |
| High Net Worth Advisory Group LLC | 1.51% | Add +16.2% | 13,343 | $5.0M |
| Sigma Planning Corp | 0.16% | Reduce -8.1% | 13,285 | $5.0M |
| Planning Directions Inc. | 3.38% | Reduce -3.0% | 13,256 | $5.0M |
| Fifth Third Wealth Advisors LLC | 0.37% | Add +88.6% | 13,146 | $4.9M |
| Centaurus Financial, Inc. | 0.33% | Add +7.2% | 13,123 | $4.9M |
| Sensible Financial Planning & Management, LLC. | 1.06% | No change | 13,100 | $4.9M |
| TPG Financial Advisors, LLC | 2.32% | — | 13,078 | $4.9M |
| Parkside Financial Bank & Trust | 0.77% | Reduce -2.0% | 13,076 | $4.9M |
| Ritholtz Wealth Management | 0.16% | Reduce -7.6% | 13,056 | $4.9M |
| Titleist Asset Management, LLC | 0.74% | Add +26.2% | 12,991 | $4.9M |
| Bay Rivers Group | 2.52% | Add +1.7% | 12,980 | $4.9M |
| Bryn Mawr Trust Advisors, LLC | 0.27% | Reduce -0.1% | 12,878 | $4.8M |
| Compound Planning, Inc. | 0.36% | Reduce -0.3% | 12,829 | $4.8M |
| Culbertson A N & Co. Inc. | 0.84% | Reduce -11.9% | 12,828 | $4.8M |
| NorthCoast Asset Management LLC | 0.04% | Add +413.4% | 12,758 | $4.8M |
| Barrett & Company, Inc. | 2.16% | Reduce -1.8% | 12,753 | $4.8M |
| Spreng Capital Management, Inc. | 2.45% | Add +29.1% | 12,638 | $4.7M |
| SVB Wealth LLC | 0.12% | Reduce -48.9% | 12,607 | $4.7M |
| Forte Capital LLC | 0.57% | Reduce -2.8% | 12,602 | $4.7M |
| Pine Harbor Wealth Management, LLC | 2.77% | Add +1.4% | 12,591 | $4.7M |
| Security Financial Services, INC. | 1.02% | Reduce -0.3% | 12,570 | $4.7M |
| Walden Wealth Partners LLC | 2.62% | Add +1.1% | 12,536 | $4.7M |
| Laraway Financial Advisors Inc | 4.00% | Add +0.9% | 12,518 | $4.7M |
| EnRich Financial Partners LLC | 1.71% | Reduce -3.9% | 12,491 | $4.7M |
| Great Lakes Advisors, LLC | 0.04% | Reduce -2.0% | 12,409 | $4.6M |
| Greystone Financial Group, LLC | 0.90% | Add +2.0% | 12,318 | $4.6M |
| Battery Global Advisors, LLC | 3.03% | No change | 12,241 | $4.6M |
| Asset Allocation & Management Company, LLC | 3.01% | No change | 12,189 | $4.6M |
| Zions Bancorporation, N.A. | 0.36% | Reduce -4.2% | 12,138 | $4.5M |
| Blueprint Investment Partners LLC | 0.98% | Add +15.6% | 12,066 | $4.5M |
| Quantinno Capital Management LP | 0.08% | Add +11.0% | 12,046 | $4.5M |
| Western Wealth Management, LLC | 0.33% | Reduce -0.3% | 12,045 | $4.5M |
| NCM Capital Management, LLC | 2.36% | Add +0.7% | 12,029 | $4.5M |
| Stokes Family Office, LLC | 0.53% | Reduce -4.0% | 12,022 | $4.5M |
| Glass Jacobson Investment Advisors llc | 1.63% | Reduce -2.5% | 11,996 | $4.5M |
| Kelleher Financial Advisors | 1.81% | No change | 11,759 | $4.4M |
| Keybank National Association | 0.02% | Add +0.9% | 11,738 | $4.4M |
| Avion Wealth | 1.21% | Reduce -1.9% | 11,730 | $4.4M |
| Focus Financial Network, Inc. | 0.18% | Reduce -4.0% | 11,467 | $4.3M |
| Glen Eagle Advisors, LLC | 0.79% | Add +23.9% | 11,531 | $4.3M |
| Motiv8 Investments LLC | 3.20% | Reduce -1.1% | 11,496 | $4.3M |
| Wedmont Private Capital | 0.27% | Add +0.0% | 11,141 | $4.3M |
| Roman Butler Fullerton & Co. | 1.39% | Add +2.3% | 10,957 | $4.3M |
| Cumberland Advisors Inc. | 1.76% | Add +37.7% | 11,470 | $4.3M |
| Opinicus Capital, Inc. | 3.60% | Add +0.5% | 11,387 | $4.3M |
| Composition Wealth, LLC | 0.10% | Add +0.1% | 11,364 | $4.3M |
| Farther Finance Advisors, LLC | 0.21% | Add +19.1% | 11,275 | $4.2M |
| Leavell Investment Management, Inc. | 0.23% | Reduce -1.1% | 11,309 | $4.2M |
| Diversified Trust Co. | 0.12% | Reduce -1.6% | 11,263 | $4.2M |
| Gilliland Jeter Wealth Management LLC | 1.41% | Add +0.4% | 11,213 | $4.2M |
| Institute for Wealth Management, LLC. | 0.56% | Reduce -8.8% | 11,212 | $4.2M |
| Veridan Wealth LLC | 1.66% | — | 9,460 | $4.1M |
| Apexium Financial, LP | 0.30% | Add +1.2% | 11,071 | $4.1M |
| Family CFO Inc | 2.55% | Reduce -0.1% | 11,064 | $4.1M |
| Moulton Wealth Management, Inc. | 3.75% | New | 10,580 | $4.1M |
| Tradition Wealth Management, LLC | 0.40% | Reduce -1.1% | 11,049 | $4.1M |
| Kwmg, LLC | 0.45% | Reduce -8.2% | 11,047 | $4.1M |
| Coastal Bridge Advisors, LLC | 1.02% | Add +2.7% | 11,024 | $4.1M |
| Evercore Wealth Management, LLC | 0.06% | Reduce -0.8% | 11,014 | $4.1M |
| Birchcreek Wealth Management, LLC | 2.31% | Reduce -17.8% | 10,950 | $4.1M |
| Avidian Wealth Enterprises, LLC | 0.20% | Add +4.0% | 10,944 | $4.1M |
| Gradient Capital Advisors, LLC | 1.46% | Reduce -0.6% | 10,938 | $4.1M |
| FF Advisors,LLC | 2.87% | Reduce -1.4% | 10,904 | $4.1M |
| Sage Mountain Advisors LLC | 0.38% | Reduce -0.2% | 10,858 | $4.1M |
| KCM Investment Advisors LLC | 0.15% | Reduce -6.6% | 10,856 | $4.1M |
| SOA Wealth Advisors, LLC. | 0.81% | Reduce -3.4% | 10,809 | $4.0M |
| Daymark Wealth Partners, LLC | 0.19% | Add +382.8% | 10,806 | $4.0M |
| Beirne Wealth Consulting Services, LLC | 1.63% | No change | 10,779 | $4.0M |
| Councilor Wealth, LLC | 2.08% | Reduce -0.7% | 10,791 | $4.0M |
| NorthStar Asset Management LLC | 2.79% | Reduce -0.9% | 10,762 | $4.0M |
| Apollon Wealth Management, LLC | 0.12% | Add +17.1% | 10,753 | $4.0M |
| U.S. Capital Wealth Advisors, LLC | 0.15% | Add +8.9% | 10,724 | $4.0M |
| Alexander Labrunerie & Co., Inc. | 2.18% | Add +3.9% | 10,685 | $4.0M |
| Ashton Thomas Private Wealth, LLC | 0.22% | Add +47.3% | 10,680 | $4.0M |
| Patriot Financial Group Insurance Agency, LLC | 0.59% | Add +47.9% | 10,635 | $4.0M |
| Altiora Financial Group, LLC | 0.95% | No change | 10,530 | $3.9M |
| Emergent Wealth Advisors, LLC | 3.16% | Add +14.7% | 10,525 | $3.9M |
| Spectrum Wealth Counsel, LLC | 0.50% | Add +1.9% | 10,479 | $3.9M |
| United Bank | 0.49% | No change | 10,476 | $3.9M |
| Global Financial Private Client, LLC | 1.64% | Reduce -1.0% | 10,469 | $3.9M |
| GSG Advisors LLC | 1.37% | Add +6.6% | 10,305 | $3.9M |
| Smithfield Trust Co | 0.20% | Reduce -2.5% | 10,363 | $3.9M |
| Montag A & Associates Inc. | 0.20% | Reduce -13.8% | 10,302 | $3.9M |
| Hillcrest Wealth Advisors - NY, LLC | 2.07% | No change | 10,300 | $3.9M |
| St. Louis Trust Co | 0.59% | No change | 10,271 | $3.8M |
| Lodestar Private Asset Management LLC | 0.53% | Reduce -2.1% | 10,215 | $3.8M |
| Dorsey & Whitney Trust CO LLC | 0.26% | Reduce -0.4% | 10,203 | $3.8M |
| Zhang Financial LLC | 0.26% | No change | 10,106 | $3.8M |
| Halpern Financial, Inc. | 1.04% | Add +13.5% | 10,089 | $3.8M |
| Probity Advisors, Inc. | 0.78% | Reduce -1.0% | 10,034 | $3.8M |
| Raab & Moskowitz Asset Management LLC | 1.02% | Add +5.9% | 10,027 | $3.8M |
| Arkadios Wealth Advisors | 0.25% | Reduce -46.5% | 10,003 | $3.7M |
| Donor Advised Charitable Giving, Inc. | 0.09% | Reduce -7.3% | 9,996 | $3.7M |
| Fort Vancouver Investment Management, LLC | 3.57% | — | 9,954 | $3.7M |
| Riggs Asset Managment Co. Inc. | 1.11% | Reduce -0.7% | 9,923 | $3.7M |
| Hart & Patterson Financial Group LLC | 1.82% | Reduce -4.4% | 9,838 | $3.7M |
| Pacific Financial Group Inc. | 2.59% | Add +1.7% | 9,755 | $3.6M |
| Thrive Capital Management, LLC | 1.67% | New | 9,748 | $3.6M |
| Pallas Capital Advisors LLC | 0.16% | Add +3.5% | 9,746 | $3.6M |
| Idaho Trust Co | 1.86% | Add +340.5% | 9,722 | $3.6M |
| Plante Moran Financial Advisors, LLC | 0.36% | Reduce -0.5% | 9,671 | $3.6M |
| BIP Wealth, LLC | 0.29% | Add +0.6% | 9,598 | $3.6M |
| Southland Equity Partners LLC | 1.02% | Reduce -18.4% | 9,586 | $3.6M |
| Kuhn & Co Investment Counsel | 3.18% | Add +0.4% | 9,487 | $3.5M |
| Nixon Peabody Trust Co. | 0.31% | No change | 9,450 | $3.5M |
| Maia Wealth LLC | 1.06% | — | 9,111 | $3.5M |
| Intrua Financial, LLC | 0.57% | Reduce -10.7% | 9,379 | $3.5M |
| Parsons Capital Management Inc. | 0.24% | Add +21.3% | 9,371 | $3.5M |
| Baker Boyer National Bank | 1.22% | No change | 9,365 | $3.5M |
| Cozad Asset Management Inc. | 0.35% | Add +7.0% | 9,354 | $3.5M |
| Kavar Capital Partners Group, LLC | 0.63% | Reduce -1.3% | 9,343 | $3.5M |
| Kelman-Lazarov, Inc. | 0.65% | Reduce -3.6% | 9,322 | $3.5M |
| Oak Hill Wealth Advisors, LLC | 1.05% | — | 9,256 | $3.5M |
| RCS Financial Planning, LLC | 2.04% | Reduce -60.6% | 9,228 | $3.5M |
| GTS Securities LLC | 0.07% | New | 9,227 | $3.5M |
| Ashton Thomas Securities, LLC | 0.83% | — | 8,977 | $3.4M |
| Edge Financial Advisors LLC | 3.53% | Add +2.3% | 9,116 | $3.4M |
| Compass Financial Group, INC | 0.73% | Reduce -1.0% | 9,063 | $3.4M |
| Clear Creek Financial Management, LLC | 0.41% | Reduce -0.0% | 9,462 | $3.4M |
| Uptick Partners, LLC | 2.59% | No change | 9,780 | $3.4M |
| MGB Wealth Management, LLC | 1.26% | Reduce -0.3% | 8,737 | $3.4M |
| Aaron Wealth Advisors LLC | 0.47% | Add +14.4% | 8,989 | $3.4M |
| Transcend Capital Advisors, LLC | 0.24% | Add +7.2% | 8,974 | $3.4M |
| Arcadia Investment Advisors LLC | 1.90% | Reduce -0.4% | 8,960 | $3.4M |
| Walter & Keenan Wealth Management LLC /in/ | 1.06% | Add +0.3% | 8,939 | $3.3M |
| NorthRock Partners, LLC | 0.13% | Reduce -7.0% | 8,920 | $3.3M |
| Sutton Place Investors LLC | 2.22% | Reduce -9.9% | 8,911 | $3.3M |
| Clarity Capital Advisors, LLC | 2.57% | Add +1.0% | 8,904 | $3.3M |
| Forum Private Client Group LLC | 1.58% | Reduce -2.4% | 8,870 | $3.3M |
| WoodTrust Financial Corp | 0.52% | New | 8,868 | $3.3M |
| LifePlan Investment Advisors, Inc. | 2.39% | Add +24.8% | 8,866 | $3.3M |
| Charter Oak Capital Management, LLC | 0.34% | Reduce -10.0% | 8,838 | $3.3M |
| Guidance Capital, Inc. | 1.08% | Add +22.6% | 8,995 | $3.3M |
| Principal Securities, Inc. | 0.09% | Add +3.6% | 8,761 | $3.3M |
| Compton Wealth Advisory Group, LLC | 0.87% | Add +9.0% | 8,736 | $3.3M |
| Hoge Financial Services, LLC | 2.66% | Reduce -10.2% | 8,681 | $3.2M |
| Seeds Investor LLC | 1.66% | Add +1170.2% | 8,663 | $3.2M |
| Global Wealth Management Investment Advisory, Inc. | 0.75% | Reduce -7.0% | 8,610 | $3.2M |
| Canvas Wealth Advisors, LLC | 0.99% | Reduce -0.8% | 8,921 | $3.2M |
| National Philanthropic Trust | 0.06% | No change | 8,548 | $3.2M |
| Accurate Wealth Management, LLC | 0.76% | Reduce -0.8% | 8,218 | $3.2M |
| Del-Sette Capital Management, LLC | 2.61% | Reduce -32.5% | 8,488 | $3.2M |
| RVW Wealth, LLC | 0.32% | Add +139.2% | 8,457 | $3.2M |
| West Bancorporation Inc. | 2.34% | Add +5.7% | 8,454 | $3.2M |
| Rothschild Investment LLC | 0.22% | Reduce -3.5% | 8,431 | $3.2M |
| Elevatus Welath Management | 1.18% | Reduce -2.7% | 8,418 | $3.1M |
| Prudential Financial Inc. | 0.00% | Reduce -1.6% | 8,393 | $3.1M |
| Cornerstone Advisory, LLC | 0.44% | Add +36.5% | 8,371 | $3.1M |
| Ellevest, Inc. | 0.19% | Reduce -0.8% | 8,362 | $3.1M |
| Financial Alternatives, Inc | 2.35% | No change | 8,349 | $3.1M |
| Center for Financial Planning, Inc. | 0.45% | No change | 8,321 | $3.1M |
| Apeiron RIA LLC | 0.95% | Reduce -0.5% | 8,318 | $3.1M |
| Sound View Wealth Advisors Group, LLC | 0.32% | Add +1.8% | 8,314 | $3.1M |
| St Germain D J Co. Inc. | 0.15% | Add +1.6% | 8,309 | $3.1M |
| Evanson Asset Management, LLC | 0.23% | Add +40.2% | 8,294 | $3.1M |
| 1900 Wealth Management LLC | 0.29% | Reduce -10.5% | 8,270 | $3.1M |
| Whittier Trust Co. of Nevada Inc. | 0.09% | Reduce -16.9% | 8,229 | $3.1M |
| BlackRock Inc. | 0.00% | Add +18.6% | 8,219 | $3.1M |
| Paragon Private Wealth Management, LLC | 1.73% | Add +41.7% | 8,205 | $3.1M |
| Madison Wealth Partners, Inc | 1.05% | Add +0.4% | 8,169 | $3.1M |
| Reynders McVeigh Capital Management, LLC | 0.17% | Reduce -1.5% | 8,117 | $3.0M |
| First American Trust, FSB | 0.30% | Add +50.5% | 8,105 | $3.0M |
| Red Wave Investments LLC | 1.12% | No change | 8,087 | $3.0M |
| Aspen Grove Capital, LLC | 0.71% | No change | 8,068 | $3.0M |
| Advance Capital Management, Inc. | 0.14% | Reduce -6.1% | 8,080 | $3.0M |
| Laird Norton Wetherby Wealth Management, LLC | 0.14% | Reduce -3.5% | 8,070 | $3.0M |
| KMG Fiduciary Partners, LLC | 0.30% | No change | 8,064 | $3.0M |
| Trust Co of the South | 0.71% | No change | 8,053 | $3.0M |
| Coastline Trust Co | 0.35% | No change | 7,950 | $3.0M |
| Covington Investment Advisors Inc. | 0.48% | Add +4.6% | 7,945 | $3.0M |
| ProVise Management Group, LLC | 0.25% | Reduce -11.7% | 7,882 | $2.9M |
| Spectrum Asset Management, Inc. (NB/CA) | 1.36% | Reduce -0.9% | 7,845 | $2.9M |
| Aureus Asset Management, LLC | 0.20% | Reduce -3.4% | 7,808 | $2.9M |
| Blue Trust, Inc. | 0.04% | Add +119.0% | 8,478 | $2.9M |
| World Investment Advisors | 0.18% | Add +523.0% | 7,794 | $2.9M |
| Hanover Advisors Inc. | 1.29% | Reduce -26.6% | 7,791 | $2.9M |
| Wilson & Boucher Capital Management, LLC | 2.23% | Reduce -0.1% | 7,787 | $2.9M |
| Evermay Wealth Management LLC | 0.47% | No change | 7,773 | $2.9M |
| Silver Oak Securities, Incorporated | 0.43% | Add +227.0% | 7,714 | $2.9M |
| Plancorp, LLC | 0.12% | Reduce -0.3% | 7,668 | $2.9M |
| Keebeck Wealth Management | 0.42% | Add +0.7% | 7,644 | $2.9M |
| Eclectic Associates Inc. | 1.27% | Add +1.4% | 7,647 | $2.9M |
| Quadrant Private Wealth Management, LLC | 0.66% | Add +1.3% | 7,629 | $2.9M |
| GHP Investment Advisors, Inc. | 0.14% | Add +1.5% | 7,603 | $2.8M |
| Prospect Financial Services LLC | 2.18% | Reduce -3.8% | 7,593 | $2.8M |
| Valmark Advisers, Inc. | 0.05% | Add +6.7% | 7,564 | $2.8M |
| Davidson Trust Co. | 1.93% | Reduce -18.3% | 7,488 | $2.8M |
| KG Capital Management | 0.97% | Add +9.8% | 7,466 | $2.8M |
| Chicago Capital, LLC | 0.08% | No change | 7,454 | $2.8M |
| Motco | 0.16% | Reduce -17.5% | 7,377 | $2.8M |
| Moors & Cabot, Inc. | 0.15% | Add +9.8% | 7,374 | $2.8M |
| Squarepoint Ops LLC | 0.01% | Add +502.1% | 7,316 | $2.7M |
| Cassaday & Co Wealth Management LLC | 0.09% | Add +6.7% | 7,283 | $2.7M |
| Invst, LLC | 0.30% | Reduce -9.1% | 7,211 | $2.7M |
| Maripau Wealth Management LLC | 1.85% | Reduce -5.7% | 7,227 | $2.7M |
| ArchPoint Investors | 1.02% | No change | 7,220 | $2.7M |
| Occidental Asset Management, LLC | 0.47% | Add +28.9% | 7,200 | $2.7M |
| L. Roy Papp & Associates, LLP | 0.32% | Reduce -3.5% | 7,168 | $2.7M |
| Earned Wealth Advisors, LLC | 1.02% | Add +0.2% | 7,162 | $2.7M |
| ORG Partners LLC | 0.33% | New | 7,083 | $2.7M |
| Prudential PLC | 0.02% | Reduce -22.6% | 7,120 | $2.7M |
| Ted Buchan & Co | 1.42% | Add +359.6% | 7,096 | $2.7M |
| NFSG Corp | 0.99% | Add +83.3% | 7,074 | $2.6M |
| Sapient Capital LLC | 0.05% | Reduce -1.3% | 7,031 | $2.6M |
| Main Street Financial Solutions, LLC | 0.24% | Add +2.3% | 6,937 | $2.6M |
| Integrated Advisors Network LLC | 0.13% | Add +0.2% | 6,915 | $2.6M |
| Girard Partners LTD. | 0.24% | Reduce -4.0% | 6,872 | $2.6M |
| MJP Associates Inc. | 0.53% | Add +0.0% | 6,854 | $2.6M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1.00% | Add +45.7% | 7,148 | $2.6M |
| AQR Capital Management | 0.00% | Add +633.9% | 6,847 | $2.6M |
| Forum Financial Management, LP | 0.05% | Add +37.7% | 6,824 | $2.6M |
| Continuum Advisory, LLC | 0.37% | Add +2.2% | 6,780 | $2.5M |
| McAdam, LLC | 0.15% | Add +2.1% | 6,772 | $2.5M |
| Obsidian Personal Planning Solutions LLC | 1.54% | Add +0.6% | 6,755 | $2.5M |
| Arkos Global Advisors | 0.41% | Add +0.6% | 6,755 | $2.5M |
| HHM Wealth Advisors, LLC | 0.38% | Reduce -13.2% | 6,747 | $2.5M |
| TFB Advisors LLC | 0.82% | Add +12.0% | 6,744 | $2.5M |
| Vise Technologies, Inc. | 0.44% | Reduce -7.2% | 6,737 | $2.5M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -9.8% | 6,660 | $2.5M |
| Ancora Advisors LLC | 0.06% | Reduce -1.7% | 6,714 | $2.5M |
| Ade, LLC | 1.69% | Reduce -1.6% | 6,697 | $2.5M |
| Ciovacco Capital Management LLC | 1.61% | Add +2.1% | 6,679 | $2.5M |
| Fenimore Asset Management Inc | 0.05% | No change | 6,581 | $2.5M |
| Sabal Trust CO | 0.15% | Add +3.7% | 6,577 | $2.5M |
| Advisor OS, LLC | 0.27% | Add +0.2% | 6,570 | $2.5M |
| MTC Wealth Management LLC | 1.17% | Reduce -2.1% | 6,551 | $2.5M |
| Evergreen Wealth Management, LLC | 1.61% | No change | 6,509 | $2.4M |
| International Assets Investment Management, LLC | 0.23% | Reduce -7.9% | 6,494 | $2.4M |
| Diversified, LLC | 0.28% | Add +8.0% | 6,468 | $2.4M |
| Smartleaf Asset Management LLC | 0.40% | Add +47.8% | 6,396 | $2.4M |
| Accretive Wealth Partners, LLC | 1.01% | Reduce -0.5% | 6,426 | $2.4M |
| SigFig Wealth Management, LLC | 0.09% | Reduce -2.6% | 6,420 | $2.4M |
| Dark Forest Capital Management LP | 0.44% | Add +420.6% | 6,414 | $2.4M |
| Stonebridge Financial Planning Group, LLC | 1.20% | Reduce -0.2% | 6,409 | $2.4M |
| REDW Wealth LLC | 0.63% | Add +4.1% | 6,405 | $2.4M |
| Blue Zone Wealth Advisors, LLC | 0.82% | Reduce -2.2% | 6,387 | $2.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.07% | Add +0.7% | 6,363 | $2.4M |
| Ewa, LLC | 0.98% | Reduce -2.5% | 6,304 | $2.4M |
| United Advisor Group, LLC | 0.74% | Add +13.5% | 6,338 | $2.4M |
| Rockwood Wealth Management, LLC | 0.29% | Reduce -4.5% | 6,332 | $2.4M |
| Columbia Asset Management | 0.44% | Add +21.5% | 6,329 | $2.4M |
| RS Crum Inc. | 0.62% | Reduce -1.5% | 6,320 | $2.4M |
| JT Stratford LLC | 0.44% | Add +15.0% | 6,298 | $2.4M |
| North Star Asset Management Inc. | 0.11% | Reduce -0.2% | 6,286 | $2.4M |
| WESPAC Advisors, LLC | 1.83% | Reduce -35.7% | 6,265 | $2.3M |
| Olde Wealth Management, LLC | 0.89% | Reduce -0.0% | 6,234 | $2.3M |
| Greenleaf Trust | 0.02% | Add +1.7% | 6,209 | $2.3M |
| Axxcess Wealth Management, LLC | 0.06% | Reduce -88.6% | 6,209 | $2.3M |
| Cedar Wealth Management, LLC | 0.75% | Add +51.1% | 6,197 | $2.3M |
| Lion Street Advisors, LLC | 0.86% | Reduce -4.9% | 6,193 | $2.3M |
| Prepared Retirement Institute LLC | 1.53% | Reduce -0.3% | 6,181 | $2.3M |
| Acas, LLC | 2.01% | Reduce -10.2% | 6,284 | $2.3M |
| American Institute for Advanced Investment Management, LLP | 1.77% | Reduce -0.6% | 6,171 | $2.3M |
| Keel Point, LLC | 0.21% | Add +70.8% | 6,286 | $2.3M |
| Sunburst Financial Group, LLC | 0.62% | Reduce -0.3% | 6,094 | $2.3M |
| City State Bank | 0.93% | Add +2.9% | 6,087 | $2.3M |
| Summit Trail Advisors, LLC | 0.06% | No change | 6,067 | $2.3M |
| Strategic Family Wealth Counselors, L.L.C. | 0.86% | Add +6.4% | 6,056 | $2.3M |
| Liberty Wealth Management LLC | 0.41% | Add +7952.8% | 436,544 | $2.3M |
| Marco Investment Management LLC | 0.21% | Reduce -0.2% | 6,045 | $2.3M |
| Belpointe Asset Management LLC | 0.16% | Reduce -49.9% | 6,026 | $2.3M |
| Jordan Park Group LLC | 0.17% | No change | 6,000 | $2.2M |
| Compass Ion Advisors, LLC | 0.32% | No change | 6,519 | $2.2M |
| Jackson Hole Capital Partners, LLC | 0.49% | No change | 5,982 | $2.2M |
| Argent Trust Co | 0.10% | Add +3.4% | 5,943 | $2.2M |
| Millennium Management | 0.00% | Reduce -52.9% | 5,930 | $2.2M |
| MilWealth Group LLC | 0.70% | Reduce -3.5% | 5,916 | $2.2M |
| Flow Traders U.S. LLC | 0.11% | Add +401.9% | 5,912 | $2.2M |
| Savvy Advisors, Inc. | 0.72% | New | 5,906 | $2.2M |
| Wealth Effects LLC | 0.80% | Add +3.1% | 5,899 | $2.2M |
| Silver Lake Advisory, LLC | 0.54% | Add +603.4% | 5,880 | $2.2M |
| Robinson Smith Wealth Advisors LLC | 1.94% | Add +1.1% | 5,880 | $2.2M |
| Bartlett & Co. Wealth Management LLC | 0.03% | Add +1.1% | 5,865 | $2.2M |
| Smith Salley Wealth Management | 0.16% | Reduce -10.5% | 5,831 | $2.2M |
| Wiser Advisor Group LLC | 3.43% | Reduce -1.2% | 5,830 | $2.2M |
| Legacy Financial Group LLC | 0.43% | Reduce -5.6% | 5,828 | $2.2M |
| WNY Asset Management, LLC | 0.29% | Add +3.1% | 5,814 | $2.2M |
| Thoroughbred Financial Services, LLC | 0.15% | Reduce -0.0% | 5,797 | $2.2M |
| Journey Advisory Group, LLC | 0.26% | Reduce -0.2% | 5,771 | $2.2M |
| Bridges Investment Management Inc. | 0.03% | Add +577.6% | 5,692 | $2.1M |
| Strid Group, LLC | 0.35% | New | 5,682 | $2.1M |
| Carl P. Sherr & Co., LLC | 1.18% | Reduce -2.6% | 5,644 | $2.1M |
| Tidal Investments LLC | 0.03% | Add +95.0% | 5,637 | $2.1M |
| Truefg, LLC | 0.76% | Reduce -1.3% | 5,621 | $2.1M |
| Easterly Investment Partners LLC | 0.18% | Reduce -2.4% | 5,617 | $2.1M |
| Jmac Enterprises LLC | 0.37% | Add +2.5% | 5,608 | $2.1M |
| Retirement Income Solutions, Inc. | 0.50% | Reduce -1.8% | 5,578 | $2.1M |
| Bowman & Co S.C. | 1.21% | Add +0.1% | 5,569 | $2.1M |
| Prio Wealth Limited Partnership | 0.06% | No change | 5,566 | $2.1M |
| Salem Investment Counselors Inc. | 0.07% | Reduce -0.2% | 5,557 | $2.1M |
| Goodwin Investment Advisory | 0.95% | Reduce -1.2% | 5,560 | $2.1M |
| Stone Summit Wealth LLC | 0.75% | Add +1.9% | 5,559 | $2.1M |
| Capital Investment Advisors, LLC | 0.05% | Add +6.3% | 5,559 | $2.1M |
| Meeder Advisory Services, Inc. | 0.15% | Add +8.6% | 5,533 | $2.1M |
| BKM Wealth Management, LLC | 0.99% | Add +6.9% | 5,529 | $2.1M |
| Pinnacle Bancorp, Inc. | 0.61% | Add +0.3% | 5,503 | $2.1M |
| Brown Brothers Harriman & Co. | 0.02% | Reduce -22.4% | 5,494 | $2.1M |
| Peapack Gladstone Financial Corp. | 0.03% | Add +6.5% | 5,479 | $2.0M |
| Marks Group Wealth Management, Inc | 0.22% | Reduce -1.3% | 5,480 | $2.0M |
| BNP Paribas Financial Markets | 0.00% | Reduce -62.5% | 5,469 | $2.0M |
| Nicolet Bankshares Inc. | 0.43% | No change | 5,439 | $2.0M |
| KFA Private Wealth Group, LLC | 1.05% | Reduce -31.0% | 5,436 | $2.0M |
| Spinnaker Investment Group, LLC | 0.56% | Reduce -3.7% | 5,421 | $2.0M |
| Flputnam Investment Management Co. | 0.04% | Add +17.4% | 5,375 | $2.0M |
| Sagace Wealth Management LLC | 1.96% | — | 5,303 | $2.0M |
| Sunbelt Securities, Inc. | 0.20% | Add +0.1% | 5,331 | $2.0M |
| Sax Wealth Advisors, LLC | 0.19% | Add +7.1% | 5,297 | $2.0M |
| Certuity, LLC | 0.16% | Reduce -0.1% | 5,262 | $2.0M |
| Geometric Wealth Advisors | 0.40% | New | 5,253 | $2.0M |
| Orin Green Financial, LLC | 0.90% | New | 5,239 | $2.0M |
| Kaydan Wealth Management, Inc. | 0.69% | Add +6.3% | 5,239 | $2.0M |
| Carolinas Wealth Consulting LLC | 0.38% | Add +0.1% | 5,228 | $2.0M |
| Boston Financial Mangement LLC | 0.06% | Add +8.6% | 5,231 | $2.0M |
| Good Life Advisors, LLC | 0.16% | Add +7.8% | 5,225 | $2.0M |
| West Financial Advisors, LLC | 0.40% | Add +1.6% | 5,189 | $1.9M |
| Whittier Trust Co. | 0.03% | No change | 5,187 | $1.9M |
| Nepc LLC | 0.06% | No change | 5,166 | $1.9M |
| Triangle Securities Wealth Management | 0.55% | Reduce -1.5% | 5,165 | $1.9M |
| LifeSteps Financial, Inc. | 1.59% | Reduce -1.9% | 5,163 | $1.9M |
| Tradewinds, LLC. | 0.59% | New | 5,155 | $1.9M |
| Rain Capital Management, LLC | 1.35% | Reduce -1.9% | 5,486 | $1.9M |
| Greenhouse Wealth Management, LLC | 1.40% | No change | 5,141 | $1.9M |
| MV Capital Management, Inc. | 0.22% | Reduce -1.0% | 5,125 | $1.9M |
| Taylor Hoffman Wealth Management | 0.78% | Reduce -2.1% | 5,086 | $1.9M |
| Bordeaux Wealth Advisors LLC | 0.37% | Reduce -7.5% | 5,110 | $1.9M |
| NorthLanding Financial Partners, LLC | 2.00% | Reduce -7.2% | 5,076 | $1.9M |
| Independent Wealth Network Inc. | 0.88% | Add +0.4% | 5,066 | $1.9M |
| Crown Wealth Group, LLC | 0.94% | No change | 5,047 | $1.9M |
| Trinity Financial Advisors LLC | 0.84% | Add +38.6% | 5,040 | $1.9M |
| Marquette Asset Management, LLC | 0.32% | Reduce -0.2% | 5,041 | $1.9M |
| 360 Financial, Inc. | 0.71% | Add +0.0% | 5,026 | $1.9M |
| Platform Technology Partners | 0.65% | — | 5,026 | $1.9M |
| Strategic Advocates LLC | 0.75% | Reduce -5.5% | 5,023 | $1.9M |
| Stephens Consulting, LLC | 0.53% | Reduce -0.5% | 5,017 | $1.9M |
| Graves Light Lenhart Wealth, Inc. | 0.21% | Reduce -2.1% | 4,951 | $1.9M |
| Aptus Capital Advisors, LLC | 0.04% | Reduce -84.7% | 4,977 | $1.9M |
| Barnes Pettey Financial Advisors, LLC | 1.60% | Add +16.5% | 4,964 | $1.9M |
| Level Financial Advisors | 0.80% | Add +51.5% | 4,962 | $1.9M |
| Loomis Sayles & Co. L P | 0.00% | Reduce -35.7% | 4,952 | $1.9M |
| Hanson & Doremus Investment Management | 0.31% | Add +2.1% | 4,944 | $1.8M |
| Pinnacle Associates Ltd. | 0.03% | Add +12.6% | 4,939 | $1.8M |
| TAP Consulting, LLC | 0.39% | Reduce -0.7% | 4,938 | $1.8M |
| Covenant Asset Management, LLC | 0.41% | Reduce -0.7% | 4,936 | $1.8M |
| Ballentine Partners, LLC | 0.03% | No change | 4,915 | $1.8M |
| Powell Investment Advisors, LLC | 0.95% | Add +11.7% | 4,908 | $1.8M |
| Patten & Patten Inc. | 0.13% | Add +0.1% | 4,903 | $1.8M |
| Wealthstream Advisors, Inc. | 0.67% | Reduce -2.9% | 4,902 | $1.8M |
| Harbour Capital Advisors, LLC | 0.43% | Reduce -3.0% | 4,846 | $1.8M |
| Busey Bank | 0.06% | Reduce -2.6% | 4,865 | $1.8M |
| Crestwood Advisors Group, LLC | 0.04% | Reduce -4.4% | 4,863 | $1.8M |
| Rossmore Private Capital | 0.24% | Reduce -3.4% | 4,851 | $1.8M |
| DT Investment Partners, LLC | 0.16% | No change | 4,816 | $1.8M |
| Soltis Investment Advisors LLC | 0.19% | Add +240.6% | 4,812 | $1.8M |
| Staley Capital Advisers Inc. | 0.08% | Reduce -1.5% | 4,808 | $1.8M |
| Fulton Bank, N.A. | 0.07% | Reduce -1.1% | 4,799 | $1.8M |
| Ingalls & Snyder LLC | 0.08% | Add +1.6% | 4,759 | $1.8M |
| F/m Investments LLC | 0.06% | New | 4,750 | $1.8M |
| Asset Dedication, LLC | 0.12% | Add +5.1% | 4,721 | $1.8M |
| White Knight Strategic Wealth Advisors, LLC | 1.76% | Reduce -4.2% | 4,710 | $1.8M |
| CPA Asset Management Group, LLC | 0.94% | Add +43.8% | 4,699 | $1.8M |
| SeaCrest Wealth Management, LLC | 0.20% | Reduce -16.0% | 4,672 | $1.7M |
| Walkner Condon Financial Advisors LLC | 0.38% | Reduce -29.1% | 4,664 | $1.7M |
| PGIM Custom Harvest LLC | 0.04% | Add +9.4% | 4,647 | $1.7M |
| Insigneo Advisory Services, LLC | 0.20% | No change | 5,088 | $1.7M |
| Park National Corp. | 0.06% | Add +5.1% | 4,639 | $1.7M |
| My Legacy Advisors, LLC | 0.55% | Reduce -4.3% | 4,634 | $1.7M |
| Fortis Group Advisors, LLC | 0.34% | Add +13.7% | 4,623 | $1.7M |
| Whitaker-Myers Wealth Managers, LTD. | 0.64% | Reduce -11.5% | 4,613 | $1.7M |
| Towneley Capital Management, Inc / DE | 0.40% | Reduce -93.0% | 4,607 | $1.7M |
| Mission Creek Capital Partners, Inc. | 0.43% | No change | 4,606 | $1.7M |
| Rollins Financial Advisors, LLC | 0.29% | Reduce -0.5% | 4,594 | $1.7M |
| Strait & Sound Wealth Management LLC | 0.87% | No change | 4,581 | $1.7M |
| Iron Gate Global Advisors LLC | 0.29% | Reduce -2.2% | 4,564 | $1.7M |
| Key Financial Inc | 0.41% | Add +5.6% | 4,529 | $1.7M |
| Vantage Financial Partners, LLC | 0.44% | Reduce -12.4% | 4,510 | $1.7M |
| Bedel Financial Consulting, Inc. | 0.25% | Add +0.1% | 4,503 | $1.7M |
| Wick Capital Partners, LLC | 0.58% | New | 4,493 | $1.7M |
| Almanack Investment Partners, LLC. | 0.28% | Reduce -7.8% | 4,490 | $1.7M |
| Stonebrook Private Inc. | 0.48% | Reduce -7.2% | 4,466 | $1.7M |
| Stonegate Investment Group, LLC | 0.05% | Add +15.4% | 4,460 | $1.7M |
| Dana Investment Advisors, Inc. | 0.06% | Add +22.9% | 4,432 | $1.7M |
| Nicholas Hoffman & Company, LLC. | 0.08% | Add +0.1% | 4,410 | $1.6M |
| Adirondack Trust Co. | 0.67% | No change | 4,397 | $1.6M |
| Camelot Portfolios, LLC | 0.93% | Add +10.0% | 4,357 | $1.6M |
| Anchor Investment Management, LLC | 0.17% | Add +15.1% | 4,368 | $1.6M |
| Asset Management Group, Inc. | 0.25% | Reduce -1.2% | 4,350 | $1.6M |
| Foster Victor Wealth Advisors, LLC | 0.14% | Reduce -3.5% | 4,193 | $1.6M |
| Heritage Financial Services, LLC | 0.23% | Add +1.9% | 4,338 | $1.6M |
| Newman Dignan & Sheerar, Inc. | 0.42% | Reduce -0.7% | 4,330 | $1.6M |
| Summit Wealth Partners, LLC | 0.33% | Add +89.2% | 4,294 | $1.6M |
| Goldstein Advisors, LLC | 0.27% | Add +0.4% | 4,290 | $1.6M |
| Lloyd Advisory Services, LLC. | 0.75% | Reduce -40.9% | 4,283 | $1.6M |
| Investments & Financial Planning, LLC | 1.07% | Reduce -0.1% | 4,272 | $1.6M |
| Oakworth Capital, Inc. | 0.12% | Add +21.4% | 4,248 | $1.6M |
| Compass Advisory Group LLC | 0.70% | No change | 4,204 | $1.6M |
| Fusion Family Wealth, LLC | 0.16% | No change | 4,199 | $1.6M |
| Barings LLC | 0.04% | Reduce -92.8% | 4,183 | $1.6M |
| Country Club Bank | 0.11% | Reduce -0.7% | 4,147 | $1.6M |
| SkyOak Wealth, LLC | 0.36% | Add +14.3% | 4,178 | $1.6M |
| Yelin Lapidot Holdings Management Ltd. | 0.28% | No change | 4,175 | $1.6M |
| Icon Wealth Advisors, LLC | 0.14% | Reduce -0.1% | 4,248 | $1.6M |
| Signal Advisors Wealth, LLC | 3.41% | Reduce -81.0% | 4,166 | $1.6M |
| Retirement Planning Co of New England, Inc. | 0.84% | Reduce -0.7% | 4,145 | $1.6M |
| Vertex Planning Partners, LLC | 0.40% | Add +1.7% | 4,138 | $1.5M |
| Moseley Investment Management Inc. | 0.72% | Add +8.1% | 4,135 | $1.5M |
| Boyd Wealth Management, LLC | 0.85% | Reduce -7.2% | 4,132 | $1.5M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.05% | Reduce -10.3% | 4,132 | $1.5M |
| ICONIQ Capital, LLC | 0.03% | New | 4,129 | $1.5M |
| Hershey Financial Advisers, LLC | 1.38% | — | 4,123 | $1.5M |
| North Ridge Wealth Advisors, Inc. | 1.17% | Reduce -4.0% | 4,117 | $1.5M |
| Private Trust Co. NA | 0.17% | Add +14.1% | 4,109 | $1.5M |
| Burney Co./ | 0.06% | Reduce -0.6% | 4,107 | $1.5M |
| Pecaut & Co. | 0.58% | Reduce -0.6% | 4,056 | $1.5M |
| Tandem Capital Management Corp. | 0.83% | Add +1.4% | 3,916 | $1.5M |
| Jeppson Wealth Management, LLC | 0.58% | Reduce -1.6% | 4,051 | $1.5M |
| Frisch Financial Group, Inc. | 0.46% | New | 4,027 | $1.5M |
| Davis R M Inc. | 0.03% | Add +78.4% | 3,971 | $1.5M |
| CRA Financial Services, LLC | 0.30% | Reduce -0.0% | 3,958 | $1.5M |
| Southern Capital Advisors, LLC | 0.91% | No change | 3,952 | $1.5M |
| Kingfisher Capital LLC | 0.34% | No change | 3,886 | $1.5M |
| Providence Capital Advisors, LLC | 0.32% | No change | 3,882 | $1.5M |
| Cherry Tree Wealth Management, LLC | 0.36% | Reduce -1.0% | 3,873 | $1.4M |
| Alta Wealth Advisors LLC | 0.72% | Reduce -8.5% | 3,870 | $1.4M |
| Jefferies Financial Group Inc. | 0.03% | Reduce -5.0% | 3,867 | $1.4M |
| Lane & Associates LLC | 0.85% | Reduce -0.6% | 3,867 | $1.4M |
| Founders Financial Alliance, LLC | 0.43% | Reduce -7.0% | 3,856 | $1.4M |
| Northwest Bancshares, Inc. | 0.25% | Reduce -0.6% | 3,854 | $1.4M |
| Kelly Financial Services LLC | 0.51% | Reduce -1.5% | 3,841 | $1.4M |
| PAX Financial Group, LLC | 0.28% | Add +0.8% | 3,831 | $1.4M |
| Security National Bank of So Dak | 0.85% | No change | 3,818 | $1.4M |
| First Citizens Bank & Trust Co. | 0.03% | Reduce -0.5% | 3,816 | $1.4M |
| Sugarloaf Wealth Management, LLC | 0.25% | Add +7.4% | 3,801 | $1.4M |
| Arq Wealth Advisors, LLC | 0.61% | Reduce -0.3% | 3,800 | $1.4M |
| Saiph Capital, LLC | 0.63% | Reduce -2.1% | 3,795 | $1.4M |
| Aua Capital Management, LLC | 0.85% | Reduce -22.0% | 3,788 | $1.4M |
| Next Level Private LLC | 0.65% | No change | 3,784 | $1.4M |
| Mogy Joel R Investment Counsel Inc. | 0.09% | No change | 3,780 | $1.4M |
| Aspire Wealth Management Corp | 0.80% | Add +6.7% | 3,743 | $1.4M |
| Cibc World Market Inc. | 0.00% | No change | 3,725 | $1.4M |
| Wintrust Investments LLC | 0.11% | Add +45.9% | 3,720 | $1.4M |
| Carmichael Hill & Associates, Inc. | 0.56% | Add +41.8% | 3,689 | $1.4M |
| Warwick Investment Management, Inc. | 0.32% | Add +30.6% | 3,684 | $1.4M |
| Traction Financial Partners, LLC | 1.00% | Add +0.0% | 3,699 | $1.4M |
| Trilogy Capital Inc. | 0.07% | Reduce -27.7% | 3,679 | $1.4M |
| Ferguson Wellman Capital Management, Inc. | 0.03% | Add +1.3% | 3,678 | $1.4M |
| Embree Financial Group | 0.26% | Reduce -0.5% | 3,670 | $1.4M |
| Community Bank of Raymore | 1.07% | Reduce -49.5% | 3,669 | $1.4M |
| Twin Lakes Capital Management, LLC | 0.94% | No change | 3,665 | $1.4M |
| Diversify Advisory Services, LLC | 0.07% | Reduce -3.5% | 3,519 | $1.4M |
| Arrow Investment Advisors, LLC | 1.24% | Add +3.3% | 3,650 | $1.4M |
| Sterling Wealth Management, Inc. | 0.65% | No change | 3,649 | $1.4M |
| Advocate Group LLC | 0.27% | Reduce -3.1% | 3,649 | $1.4M |
| Allegheny Financial Group | 0.39% | Add +10.4% | 3,644 | $1.4M |
| RTD Financial Advisors, Inc. | 0.18% | No change | 3,643 | $1.4M |
| Provenance Wealth Advisors, LLC | 0.19% | No change | 3,641 | $1.4M |
| Fort Sheridan Advisors LLC | 0.22% | Add +5.6% | 3,640 | $1.4M |
| Synergy Asset Management, LLC | 0.21% | Add +15.3% | 3,627 | $1.4M |
| Summit Financial Strategies, Inc. | 0.17% | Add +29.1% | 3,621 | $1.4M |
| Gerber Kawasaki Wealth & Investment Management | 0.07% | Reduce -1.7% | 3,589 | $1.3M |
| KilterHowling LLC | 0.91% | No change | 3,584 | $1.3M |
| Hardy Reed LLC | 0.13% | No change | 3,580 | $1.3M |
| Jackson, Grant Investment Advisers, Inc. | 0.54% | Add +0.1% | 3,577 | $1.3M |
| Sonoma Private Wealth LLC | 2.17% | Reduce -2.8% | 3,572 | $1.3M |
| HBW Advisory Services LLC | 0.22% | Reduce -0.7% | 3,567 | $1.3M |
| Accel Wealth Management | 0.53% | Add +17.3% | 3,555 | $1.3M |
| Meritage Portfolio Management | 0.08% | Reduce -0.4% | 3,526 | $1.3M |
| Atlantic Edge Private Wealth Management, LLC | 0.44% | Add +27.4% | 3,492 | $1.3M |
| First National Bank Sioux Falls | 0.67% | No change | 3,475 | $1.3M |
| Harbor Group, Inc. | 0.33% | Reduce -3.7% | 3,474 | $1.3M |
| Klingman & Associates, LLC | 0.09% | Add +17.9% | 3,473 | $1.3M |
| Rockbridge Investment Management, LCC | 0.18% | No change | 3,471 | $1.3M |
| Lantz Financial LLC | 0.40% | No change | 3,444 | $1.3M |
| First Trust Direct Indexing L.P. | 0.08% | Add +100.2% | 3,443 | $1.3M |
| Hilltop National Bank | 0.41% | Reduce -3.0% | 3,414 | $1.3M |
| Canandaigua National Bank & Trust Co. | 0.14% | New | 3,409 | $1.3M |
| LaFleur & Godfrey LLC | 0.19% | Add +34.0% | 3,388 | $1.3M |
| Hoxton Planning & Management, LLC | 0.59% | Reduce -3.5% | 3,374 | $1.3M |
| Eldridge Investment Advisors, Inc. | 0.32% | Add +4.1% | 3,367 | $1.3M |
| Curtis Advisory Group, LLC | 0.44% | Reduce -6.2% | 3,366 | $1.3M |
| Viawealth, LLC | 0.78% | Reduce -4.3% | 3,366 | $1.3M |
| Wrapmanager Inc. | 0.34% | Reduce -13.1% | 3,337 | $1.2M |
| Boston Trust Walden Corp | 0.01% | No change | 3,334 | $1.2M |
| Circle Wealth Management, LLC | 0.03% | No change | 3,321 | $1.2M |
| LRI Investments, LLC | 0.14% | Add +11.0% | 3,319 | $1.2M |
| Westmount Partners, LLC | 0.41% | Reduce -0.0% | 3,291 | $1.2M |
| Fiduciary Financial Group, LLC | 0.30% | — | 3,200 | $1.2M |
| Deutsche Bank AG | 0.00% | Reduce -3.2% | 3,280 | $1.2M |
| Fort Pitt Capital Group, LLC | 0.04% | Add +1.8% | 3,275 | $1.2M |
| Qube Research & Technologies Ltd | 0.00% | Add +1129.7% | 3,271 | $1.2M |
| Ruggaard & Associates LLC | 0.56% | Add +2.3% | 3,220 | $1.2M |
| Kingswood Wealth Advisors, LLC | 0.11% | Add +9.7% | 3,218 | $1.2M |
| Creekmur Asset Management LLC | 0.31% | Reduce -1.2% | 3,197 | $1.2M |
| LifePro Asset Management | 0.86% | Reduce -2.8% | 3,189 | $1.2M |
| Alpha Cubed Investments, LLC | 0.06% | Reduce -9.4% | 3,189 | $1.2M |
| SpiderRock Advisors, LLC | 0.03% | Add +76.7% | 3,186 | $1.2M |
| Independence Bank of Kentucky | 0.32% | Add +92.2% | 3,181 | $1.2M |
| Quadrant Capital Group LLC | 0.09% | Reduce -0.4% | 3,180 | $1.2M |
| Patriot Investment Management Group, Inc. | 0.09% | No change | 3,177 | $1.2M |
| WBH Advisory Inc. | 0.12% | Add +8.2% | 3,176 | $1.2M |
| Fiducient Advisors LLC | 0.16% | New | 3,166 | $1.2M |
| Rathbones Group PLC | 0.01% | No change | 3,163 | $1.2M |
| Flagship Private Wealth, LLC | 0.70% | Reduce -5.4% | 3,163 | $1.2M |
| Chapin Davis, Inc. | 0.40% | Add +21.3% | 3,153 | $1.2M |
| Sandy Cove Advisors, LLC | 0.52% | Reduce -0.7% | 3,135 | $1.2M |
| Caldwell Sutter Capital, Inc. | 0.58% | Reduce -0.0% | 3,135 | $1.2M |
| Swmg, LLC | 0.52% | Reduce -0.3% | 3,130 | $1.2M |
| Private Capital Management LLC | 0.23% | Reduce -5.4% | 3,128 | $1.2M |
| New England Private Wealth Advisors LLC | 0.20% | Add +1.9% | 3,128 | $1.2M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +8.6% | 3,130 | $1.2M |
| HF Advisory Group, LLC | 0.60% | Add +0.6% | 3,121 | $1.2M |
| Americana Partners, LLC | 0.09% | Add +2.2% | 3,117 | $1.2M |
| Breakwater Investment Management | 0.52% | No change | 3,108 | $1.2M |
| Absolute Capital Management, LLC | 0.70% | Add +26.4% | 3,103 | $1.2M |
| FinTrust Capital Advisors, LLC | 0.21% | Add +2.4% | 3,104 | $1.2M |
| American Capital Advisory, LLC | 0.83% | Add +11900.0% | 3,720 | $1.2M |
| Shepherd Kaplan Krochuk, LLC | 0.91% | Reduce -8.4% | 3,078 | $1.2M |
| Detalus Advisors, LLC | 0.39% | No change | 3,071 | $1.1M |
| Coppell Advisory Solutions LLC | 0.19% | — | 3,071 | $1.1M |
| Fielder Capital Group LLC | 0.44% | New | 3,061 | $1.1M |
| Mayflower Financial Advisors, LLC | 0.19% | Reduce -11.2% | 3,061 | $1.1M |
| CVA Family Office, LLC | 0.21% | Reduce -2.8% | 3,061 | $1.1M |
| Guyasuta Investment Advisors Inc. | 0.08% | No change | 3,680 | $1.1M |
| Semus Wealth Partners LLC | 0.88% | Reduce -14.8% | 3,050 | $1.1M |
| Matrix Asset Advisors Inc. | 0.14% | No change | 3,049 | $1.1M |
| Sfm, LLC | 0.86% | Reduce -8.9% | 3,041 | $1.1M |
| Alpha Omega Wealth Management LLC | 0.22% | Reduce -4.3% | 3,031 | $1.1M |
| Cooper Financial Group | 0.17% | Reduce -2.3% | 3,027 | $1.1M |
| CIC Wealth, LLC | 0.31% | Add +38.8% | 3,027 | $1.1M |
| Caldwell Trust Co | 0.13% | Reduce -4.6% | 3,027 | $1.1M |
| Endowment Wealth Management, Inc. | 0.82% | Reduce -4.7% | 3,022 | $1.1M |
| Breakwater Capital Group | 0.26% | Add +5.5% | 3,007 | $1.1M |
| RKL Wealth Management LLC | 0.11% | Reduce -1.7% | 3,003 | $1.1M |
| Delta Capital Management LLC | 0.69% | New | 3,000 | $1.1M |
| Convergence Financial, LLC | 0.30% | New | 2,997 | $1.1M |
| Mb, Levis & Associates, LLC | 0.59% | No change | 2,994 | $1.1M |
| Jane Street Group, LLC | 0.00% | Reduce -43.0% | 2,994 | $1.1M |
| Tectonic Advisors LLC | 0.08% | Add +4.8% | 2,966 | $1.1M |
| Glenview Trust Co | 0.02% | Add +12.9% | 2,965 | $1.1M |
| Haverford Trust Co | 0.01% | Add +6.3% | 2,958 | $1.1M |
| Thomasville National Bank | 0.09% | Add +12.4% | 2,944 | $1.1M |
| Marion Wealth Management | 0.32% | Add +3.5% | 2,923 | $1.1M |
| Interchange Capital Partners, LLC | 0.40% | Add +90.2% | 2,914 | $1.1M |
| Cornell Pochily Investment Advisors, Inc. | 0.41% | Add +2.4% | 2,905 | $1.1M |
| Freedom Investment Management, Inc. | 0.09% | Reduce -4.6% | 2,905 | $1.1M |
| Old National Bancorp | 0.03% | Add +17.6% | 2,899 | $1.1M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 2,888 | $1.1M |
| LPWM LLC | 0.37% | Reduce -0.3% | 2,784 | $1.1M |
| Verus Capital Partners, LLC | 0.11% | Add +1.7% | 2,878 | $1.1M |
| Lincoln Capital LLC | 0.24% | Add +0.5% | 2,861 | $1.1M |
| Linscomb Wealth, Inc. | 0.06% | Reduce -0.0% | 2,853 | $1.1M |
| Aprio Wealth Management, LLC | 0.19% | Reduce -1.3% | 2,842 | $1.1M |
| Claro Advisors Inc. | 0.17% | Add +9.2% | 2,838 | $1.1M |
| Farmers & Merchants Investments Inc. | 0.04% | Reduce -3.3% | 2,826 | $1.1M |
| Householder Group Estate & Retirement Specialist, LLC | 0.29% | Reduce -14.4% | 2,798 | $1.0M |
| Wealthquest Corp | 0.11% | No change | 2,792 | $1.0M |
| 9258 Wealth Management, LLC | 0.16% | Add +0.1% | 2,791 | $1.0M |
| Avantax Planning Partners, Inc. | 0.03% | Add +12.7% | 2,784 | $1.0M |
| Sanctuary Wealth Management, L.L.C. | 0.79% | Add +45.7% | 2,779 | $1.0M |
| Operose Advisors LLC | 0.37% | Add +0.3% | 2,771 | $1.0M |
| Zacks Investment Management | 0.01% | Add +2.5% | 2,768 | $1.0M |
| Pure Financial Advisors, LLC | 0.03% | Add +0.1% | 2,759 | $1.0M |
| Wesbanco Bank Inc. | 0.04% | Add +0.8% | 2,748 | $1.0M |
| Northstar Advisory Group, LLC | 0.59% | Reduce -2.1% | 2,739 | $1.0M |
| WealthTrust Asset Management, LLC | 0.74% | New | 2,722 | $1.0M |
| Raleigh Capital Management Inc. | 0.43% | Reduce -1.8% | 2,719 | $1.0M |
| Shepherd Financial Partners LLC | 0.13% | No change | 2,717 | $1.0M |
| Aviso Wealth Management | 0.60% | No change | 2,702 | $1.0M |
| TBH Global Asset Management, LLC | 0.22% | Reduce -14.3% | 2,693 | $1.0M |
| Valley National Advisers Inc. | 0.15% | Reduce -0.7% | 2,693 | $1.0M |
| NorthCrest Asset Manangement, LLC | 0.03% | Add +0.7% | 2,688 | $1.0M |
| 180 Wealth Advisors, LLC | 0.16% | Add +4.4% | 2,618 | $1.0M |
| WealthCare Investment Partners, LLC | 0.47% | Reduce -2.7% | 2,680 | $1.0M |
| Ascentis Independent Advisors | 0.21% | — | 2,676 | $1.0M |
| Frank, Rimerman Advisors LLC | 0.07% | No change | 2,668 | $998K |
| Collective Family Office LLC | 0.29% | Add +0.6% | 2,665 | $997K |
| Noesis Capital Mangement Corp. | 0.22% | Reduce -0.4% | 2,654 | $993K |
| Jacobi Capital Management LLC | 0.09% | Add +61.5% | 2,646 | $990K |
| Trademark Financial Management, LLC | 0.80% | Reduce -5.7% | 2,630 | $984K |
| Badgley Phelps Wealth Managers, LLC | 0.02% | Add +4.8% | 2,626 | $983K |
| Tsfg, LLC | 0.23% | No change | 2,630 | $983K |
| Bridgewealth Advisory Group, LLC | 0.44% | Add +2.2% | 2,626 | $982K |
| Verity Asset Management, Inc. | 0.38% | Add +169.5% | 2,622 | $981K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | Reduce -0.4% | 2,523 | $976K |
| TrueWealth Advisors, LLC | 0.36% | Add +3.0% | 2,610 | $976K |
| Alley Investment Management Company, LLC | 0.13% | Reduce -1.6% | 2,601 | $973K |
| Bremer Bank National Association | 0.19% | No change | 2,597 | $971K |
| McNamara Financial Services, Inc. | 0.21% | Reduce -5.0% | 2,593 | $970K |
| Lavaca Capital LLC | 0.53% | New | 2,589 | $968K |
| Bank of New Hampshire | 0.25% | Reduce -0.6% | 2,588 | $968K |
| National Bank of Canada | 0.00% | Reduce -92.5% | 2,550 | $960K |
| FineMark National Bank & Trust | 0.04% | Reduce -3.3% | 2,555 | $956K |
| Bouchey Financial Group, Ltd. | 0.09% | Add +2.5% | 2,552 | $954K |
| Primoris Wealth Advisors, LLC | 0.76% | Add +161.3% | 2,548 | $953K |
| Sonora Investment Management Group, LLC | 0.07% | No change | 2,749 | $946K |
| SteelPeak Wealth, LLC | 0.04% | No change | 2,524 | $945K |
| Apella Capital, LLC | 0.04% | Add +13.4% | 2,433 | $945K |
| PDS Planning, Inc | 0.10% | Add +2.7% | 2,526 | $945K |
| Focused Wealth Management, Inc | 0.14% | No change | 2,525 | $944K |
| Winthrop Advisory Group LLC | 0.13% | Add +0.8% | 2,514 | $940K |
| Tenon Financial LLC | 0.73% | Reduce -5.6% | 2,512 | $940K |
| Galvin, Gaustad & Stein, LLC | 0.09% | Add +116.6% | 2,508 | $938K |
| First Commonwealth Financial Corp | 0.24% | Add +1.0% | 2,507 | $938K |
| Sierra Summit Advisors LLC | 0.23% | Reduce -8.9% | 2,500 | $935K |
| Legacy Advisors, LLC | 0.11% | No change | 2,487 | $931K |
| Farmers Trust Co. | 0.19% | No change | 2,466 | $922K |
| Larson Financial Group LLC | 0.06% | Add +57.2% | 2,448 | $916K |
| Trust Co. of Vermont | 0.05% | No change | 2,448 | $916K |
| Private Advisory Group LLC | 0.12% | Add +0.2% | 2,442 | $913K |
| Talisman Wealth Advisors LLC | 1.05% | No change | 2,440 | $913K |
| Alaska Wealth Advisors, LLC | 0.14% | Reduce -1.4% | 2,440 | $913K |
| Herold Advisors, Inc. | 0.21% | Reduce -0.1% | 2,438 | $912K |
| Libra Wealth LLC | 0.39% | Reduce -3.9% | 2,435 | $911K |
| Cosner Financial Group, LLC | 0.64% | Reduce -3.1% | 2,425 | $907K |
| CGC Financial Services, LLC | 0.39% | Add +16.2% | 2,421 | $905K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 2,409 | $901K |
| Madden Advisory Services, Inc. | 0.46% | Add +0.6% | 2,409 | $901K |
| Prosperity Consulting Group, LLC | 0.12% | Add +1.0% | 2,404 | $899K |
| Beacon Financial Advisory LLC | 0.34% | Add +0.3% | 2,400 | $898K |
| Athena Investment Management | 0.54% | No change | 2,394 | $895K |
| Sheaff Brock Investment Advisors, LLC | 0.08% | Reduce -9.5% | 2,390 | $894K |
| Conservest Capital Advisors, Inc. | 0.10% | No change | 2,597 | $894K |
| Evolution Wealth Advisors, LLC | 0.17% | No change | 2,380 | $890K |
| Richard W. Paul & Associates, LLC | 0.34% | Add +3.9% | 2,375 | $888K |
| Cynosure Group, LLC | 0.14% | Add +10.1% | 2,375 | $888K |
| Authentikos Wealth Advisory, LLC | 0.86% | New | 1,775 | $888K |
| Stablepoint Partners, LLC | 0.17% | Reduce -1.6% | 2,444 | $887K |
| Fortis Capital Advisors, LLC | 0.32% | Add +34.5% | 2,366 | $885K |
| Edgestream Partners, L.P. | 0.04% | Reduce -38.1% | 2,366 | $885K |
| Clark Capital Management Group, Inc. | 0.01% | Add +14.5% | 2,364 | $884K |
| Grant/GrossMendelsohn, LLC | 0.40% | No change | 2,348 | $879K |
| Mainstay Capital Management LLC | 0.15% | No change | 2,350 | $879K |
| Investmark Advisory Group LLC | 0.47% | Reduce -0.6% | 2,343 | $876K |
| Farmers National Bank | 0.26% | Reduce -10.6% | 2,338 | $874K |
| First Manhattan Co. Llc. | 0.00% | Reduce -8.7% | 2,334 | $874K |
| Tanglewood Legacy Advisors, LLC | 0.41% | No change | 2,335 | $873K |
| Cypress Point Wealth Management, LLC | 0.41% | No change | 2,333 | $873K |
| Twin City Private Wealth, LLC | 0.82% | Reduce -5.8% | 2,322 | $869K |
| Brown Miller Wealth Management, LLC | 0.36% | Reduce -2.1% | 2,319 | $867K |
| Annex Advisory Services, LLC | 0.03% | Add +1.9% | 2,318 | $867K |
| Carret Asset Management, LLC | 0.10% | Add +2.9% | 2,310 | $864K |
| Cedar Mountain Advisors, LLC | 0.21% | Add +4.7% | 2,291 | $857K |
| Colonial River Investments, LLC | 0.46% | Add +3.9% | 2,288 | $856K |
| Patton Albertson Miller Group, LLC | 0.12% | No change | 2,281 | $853K |
| Headinvest, LLC | 0.17% | Reduce -0.3% | 2,274 | $850K |
| Strategic Financial Services, Inc. | 0.05% | Add +36.4% | 2,269 | $849K |
| Hilltop Wealth Advisors, LLC | 0.43% | Reduce -4.8% | 2,267 | $848K |
| Formidable Asset Management, LLC | 0.14% | New | 2,258 | $844K |
| Wealth Architects, LLC | 0.10% | Add +0.1% | 2,253 | $843K |
| Archer Investment Corp | 0.25% | Reduce -0.1% | 2,251 | $842K |
| Proffitt & Goodson Inc. | 0.15% | Add +51.2% | 2,251 | $842K |
| McLean Asset Management Corp | 0.27% | Reduce -0.2% | 2,146 | $841K |
| Graypoint LLC | 0.06% | No change | 2,249 | $841K |
| Black Swift Group, LLC | 0.19% | No change | 2,244 | $839K |
| Intellectus Partners, LLC | 0.23% | No change | 2,240 | $839K |
| Waterfront Wealth Inc. | 0.23% | Reduce -26.7% | 2,241 | $838K |
| Myecfo, LLC | 0.48% | No change | 2,236 | $836K |
| Bogart Wealth, LLC | 0.04% | Add +56.1% | 2,233 | $835K |
| Guardian Wealth Advisors, LLC / NC | 0.10% | No change | 2,232 | $835K |
| Wealth Dimensions Group, Ltd. | 0.24% | Add +4.3% | 2,211 | $834K |
| Navalign, LLC | 0.26% | Reduce -9.3% | 2,217 | $829K |
| First Command Advisory Services, Inc. | 0.01% | Reduce -0.3% | 2,217 | $829K |
| Burkett Financial Services, LLC | 0.42% | Reduce -1.8% | 2,211 | $827K |
| First International Bank & Trust | 0.28% | No change | 2,206 | $825K |
| First National Trust Co | 0.03% | Add +3.0% | 2,203 | $824K |
| Shelton Capital Management | 0.02% | No change | 2,200 | $823K |
| AAF Wealth Management, LLC | 0.43% | Add +17.6% | 2,194 | $821K |
| Towercrest Capital Management | 0.13% | No change | 2,191 | $819K |
| TCI Wealth Advisors, Inc. | 0.08% | Reduce -1.9% | 2,189 | $819K |
| Indiana Trust & Investment Management Co | 0.30% | Reduce -0.4% | 2,188 | $818K |
| Willner & Heller, LLC | 0.78% | Reduce -5.9% | 2,187 | $818K |
| Octavia Wealth Advisors, LLC | 0.11% | Reduce -38.0% | 2,179 | $816K |
| Long Island Wealth Management, Inc. | 0.57% | Reduce -0.1% | 2,157 | $807K |
| Baker Avenue Asset Management, LP | 0.03% | Reduce -12.9% | 2,136 | $806K |
| Fingerlakes Wealth Management, Inc. | 0.72% | Reduce -2.5% | 2,152 | $805K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +8.4% | 2,147 | $803K |
| Atlantic Union Bankshares Corp | 0.05% | Add +5.3% | 2,130 | $797K |
| Petra Financial Advisors Inc. | 0.57% | Reduce -4.0% | 2,128 | $796K |
| Wolf Group Capital Advisors | 0.31% | Reduce -20.3% | 2,123 | $794K |
| FRG Family Wealth Advisors LLC | 0.15% | No change | 2,298 | $794K |
| Horizon Investment Services, LLC | 0.37% | Add +5.4% | 2,118 | $793K |
| AMG National Trust Bank | 0.02% | Add +9.8% | 2,118 | $792K |
| Cohen Investment Advisors LLC | 0.64% | Add +4.9% | 2,901 | $790K |
| DiNuzzo Private Wealth, Inc. | 0.11% | No change | 2,102 | $786K |
| Shayne & Jacobs, LLC | 0.22% | No change | 2,100 | $785K |
| Welch Group, LLC | 0.04% | Reduce -0.2% | 2,099 | $785K |
| W Advisors, LLC | 0.51% | No change | 2,099 | $785K |
| Capital Group Private Client Services, Inc. | 0.01% | Reduce -0.3% | 2,097 | $784K |
| Redwood Financial Network Corp | 0.66% | Reduce -4.1% | 2,091 | $782K |
| Boyd Watterson Asset Management LLC | 0.23% | No change | 2,089 | $781K |
| Northwest Capital Management Inc | 0.28% | Reduce -46.8% | 2,078 | $777K |
| First Foundation Advisors | 0.03% | No change | 2,074 | $776K |
| GAMMA Investing LLC | 0.11% | Add +9.3% | 2,072 | $775K |
| Pacific Sun Financial Corp | 0.46% | Reduce -1.7% | 2,069 | $774K |
| Apollon Financial, LLC | 0.25% | No change | 2,064 | $772K |
| One Wealth Advisors, LLC | 0.17% | Add +5.6% | 2,174 | $772K |
| Windsor Capital Management, LLC | 0.24% | Add +1.5% | 2,061 | $771K |
| Pekin Hardy Strauss, Inc. | 0.11% | Add +15.5% | 2,053 | $768K |
| FSA Advisors, Inc. | 0.80% | Add +0.2% | 2,062 | $767K |
| BOS Asset Management, LLC | 0.35% | Reduce -4.6% | 2,044 | $764K |
| Berkshire Asset Management LLC | 0.04% | No change | 2,044 | $764K |
| IFG Advisors, LLC | 0.18% | Reduce -4.8% | 2,043 | $764K |
| DLK Investment Management, LLC | 0.32% | Add +14.8% | 2,043 | $764K |
| Capital Asset Advisory Services LLC | 0.04% | Reduce -6.1% | 1,955 | $759K |
| Wealth Management Partners, LLC | 0.37% | Add +2.2% | 2,028 | $758K |
| Empirical Asset Management, LLC | 0.28% | Add +156.3% | 2,020 | $756K |
| Meridian Wealth Advisors, LLC | 0.13% | No change | 2,016 | $754K |
| Hemington Wealth Management | 0.25% | No change | 2,014 | $753K |
| Northwest Investment Counselors, LLC | 0.19% | No change | 2,001 | $748K |
| Select Asset Management & Trust | 0.30% | No change | 1,997 | $747K |
| L & S Advisors Inc | 0.10% | No change | 1,997 | $747K |
| Sterling Financial Planning, Inc. | 0.30% | Add +16.1% | 1,987 | $743K |
| Shared Vision Wealth Group LLC | 0.43% | No change | 1,978 | $740K |
| Tudor Investment Corporation | 0.01% | New | 1,977 | $739K |
| Institutional & Family Asset Management, LLC | 0.11% | Reduce -0.8% | 1,972 | $737K |
| Ally Invest Advisors Inc. | 0.07% | Reduce -0.5% | 1,962 | $734K |
| Strategic Wealth Partners, Ltd. | 0.08% | Add +12.4% | 1,961 | $733K |
| YHB Investment Advisors, Inc. | 0.06% | Add +13.8% | 1,960 | $733K |
| Silver Coast Investments LLC | 0.30% | Add +7.0% | 1,958 | $732K |
| Northwest Wealth Management, LLC | 0.19% | Reduce -6.8% | 1,950 | $729K |
| Zega Financial, LLC | 0.26% | New | 1,950 | $729K |
| Money Concepts Capital Corp. | 0.06% | Reduce -2.6% | 1,949 | $729K |
| Syverson Strege & Co | 0.25% | Reduce -6.8% | 1,949 | $729K |
| HUB Investment Partners, LLC | 0.04% | Add +58.5% | 1,947 | $728K |
| Orgel Wealth Management, LLC | 0.02% | Add +0.2% | 1,942 | $726K |
| Fairhaven Wealth Management, LLC | 0.24% | Reduce -4.9% | 1,937 | $724K |
| S.A. Mason LLC | 0.41% | Add +1.4% | 1,928 | $721K |
| Wilmington Savings Fund Society, FSB | 0.03% | Add +56.5% | 1,926 | $720K |
| SFG Wealth Management, LLC. | 0.41% | No change | 1,920 | $718K |
| Balanced Rock Investment Advisors LLC | 0.60% | Add +33.0% | 1,900 | $711K |
| First Bancorp, Inc | 0.52% | No change | 1,893 | $708K |
| Alliance Wealth Management Group | 0.20% | No change | 1,891 | $707K |
| Oxford Financial Group, LTD. LLC | 0.05% | Add +16.9% | 1,891 | $707K |
| Waller Financial Planning Group, Inc. | 0.19% | Reduce -5.6% | 1,890 | $707K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.13% | Reduce -0.8% | 1,886 | $705K |
| Arrowroot Family Office, LLC | 0.45% | Reduce -4.4% | 1,885 | $705K |
| Cornerstone Advisors Asset Management, LLC | 0.20% | No change | 1,881 | $704K |
| Atlantic Private Wealth, LLC | 0.57% | No change | 1,880 | $703K |
| Maltin Wealth Management, Inc. | 0.38% | No change | 1,879 | $703K |
| Petredis Investment Advisors LLC | 0.08% | Add +8.1% | 1,863 | $697K |
| LJI Wealth Management, LLC | 0.15% | Reduce -2.6% | 1,858 | $695K |
| Holderness Investments Co. | 0.16% | Add +13.9% | 1,849 | $692K |
| MKT Advisors LLC | 0.34% | Add +0.1% | 1,781 | $692K |
| Clarity Financial LLC | 0.10% | Reduce -1.7% | 1,849 | $692K |
| Freestone Capital Holdings, LLC | 0.02% | Add +9.4% | 1,843 | $689K |
| German American Bancorp, Inc. | 0.08% | No change | 1,838 | $687K |
| TruWealth Advisors, LLC | 0.05% | Reduce -6.8% | 1,837 | $687K |
| Valued Retirements, Inc. | 1.04% | No change | 1,836 | $687K |
| Ullmann Wealth Partners Group, LLC | 0.10% | Add +2.3% | 1,833 | $686K |
| New Perspectives, Inc | 0.36% | No change | 1,819 | $680K |
| Thompson Davis & Co., Inc. | 0.59% | Add +0.4% | 1,818 | $680K |
| Catalina Capital Group, LLC | 0.26% | Add +8.6% | 1,818 | $680K |
| Winslow Capital Management, LLC | 0.00% | Add +5.4% | 1,816 | $679K |
| Congress Asset Management Co. | 0.00% | Add +11.1% | 1,813 | $678K |
| WASHINGTON TRUST Co | 0.02% | Reduce -10.9% | 1,808 | $676K |
| Berkeley Capital Partners, LLC | 0.20% | Add +25.8% | 1,808 | $676K |
| Vision Capital Management, Inc. | 0.10% | Add +3.1% | 1,806 | $675K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.19% | Reduce -1.2% | 1,805 | $675K |
| Narwhal Capital Management | 0.06% | No change | 1,800 | $673K |
| Harmony Asset Management LLC | 0.28% | Add +0.6% | 1,797 | $672K |
| Strategic Wealth Investment Group, LLC | 0.08% | — | 1,783 | $672K |
| Dynamic Wealth Strategies, LLC | 0.58% | No change | 1,794 | $671K |
| Stock Yards Bank & Trust Co. | 0.02% | Reduce -46.2% | 1,791 | $670K |
| Country Trust Bank | 0.02% | Reduce -0.1% | 1,781 | $666K |
| Means Investment Co., Inc. | 0.08% | No change | 1,781 | $666K |
| Next Capital Management LLC | 0.28% | No change | 1,772 | $663K |
| Unique Wealth Strategies, LLC | 0.31% | No change | 1,917 | $660K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.29% | Add +0.1% | 1,758 | $658K |
| Colton Groome Financial Advisors, LLC | 0.26% | Add +66.3% | 1,754 | $656K |
| Mason Investment Advisory Services, Inc. | 0.04% | Add +1.6% | 1,754 | $656K |
| GFG Capital, LLC | 0.18% | Reduce -13.4% | 1,740 | $651K |
| Johnson Financial Group, Inc. | 0.03% | Add +0.1% | 1,732 | $649K |
| Shira Ridge Wealth Management | 0.36% | Reduce -3.7% | 1,734 | $649K |
| Crescent Grove Advisors, LLC | 0.07% | No change | 1,721 | $644K |
| Peoples Financial Services Corp. | 0.29% | No change | 1,720 | $643K |
| King Wealth Management Group | 0.11% | No change | 1,718 | $643K |
| Fiduciary Group, LLC | 0.07% | No change | 1,718 | $643K |
| RDA Financial Network | 0.21% | Reduce -8.3% | 1,718 | $643K |
| World Equity Group, Inc. | 0.19% | Reduce -53.0% | 1,717 | $642K |
| Full Sail Capital, LLC | 0.04% | Reduce -7.0% | 1,717 | $642K |
| TRUE Private Wealth Advisors | 0.07% | Reduce -3.2% | 1,706 | $638K |
| Gilbert & Cook, Inc. | 0.09% | Reduce -61.0% | 1,697 | $635K |
| Red Door Wealth Management, LLC | 0.11% | Add +45.6% | 1,695 | $634K |
| Seneca Financial Advisors LLC | 0.33% | Reduce -2.4% | 1,693 | $633K |
| Beese Fulmer Investment Management, Inc. | 0.06% | Reduce -3.9% | 1,687 | $631K |
| AF Advisors, Inc. | 0.12% | No change | 1,685 | $630K |
| Tyler-Stone Wealth Management | 0.26% | No change | 1,673 | $626K |
| WP Advisors, LLC | 0.20% | Reduce -21.9% | 1,667 | $624K |
| CFO4Life Group, LLC | 0.12% | Add +3.4% | 1,667 | $623K |
| Lebenthal Global Advisors, LLC | 0.14% | New | 1,662 | $622K |
| BBR Partners, LLC | 0.05% | Reduce -11.9% | 1,661 | $621K |
| Blue Chip Partners, LLC | 0.06% | Add +9.9% | 1,658 | $620K |
| Rather & Kittrell, Inc. | 0.17% | Reduce -1.4% | 1,656 | $619K |
| Sfmg, LLC | 0.05% | Reduce -3.8% | 1,654 | $619K |
| Eagle Bay Advisors LLC | 0.37% | No change | 1,647 | $617K |
| Prosperity Financial Group, Inc. | 0.39% | Add +6.8% | 1,644 | $615K |
| Accredited Investors Inc. | 0.04% | New | 1,644 | $615K |
| Ti-Trust, Inc. | 0.47% | Reduce -1.6% | 1,638 | $613K |
| Jaffetilchin Investment Partners, LLC | 0.05% | Reduce -0.3% | 1,635 | $612K |
| Root Financial Partners, LLC | 0.14% | Reduce -15.2% | 1,631 | $610K |
| Flower City Capital | 0.39% | Reduce -6.6% | 1,610 | $603K |
| FAS Wealth Partners, Inc. | 0.05% | Reduce -1.6% | 1,604 | $600K |
| Center For Asset Management LLC | 0.40% | Add +0.1% | 1,603 | $600K |
| WealthPLAN Partners, LLC | 0.06% | Add +95.5% | 1,601 | $599K |
| KPP Advisory Services LLC | 0.16% | Reduce -13.6% | 1,600 | $598K |
| Alpine Woods Capital Investors, LLC | 0.09% | No change | 1,600 | $598K |
| Private Ocean, LLC | 0.05% | No change | 1,600 | $598K |
| Capital Advisors Inc. | 0.01% | Add +1.2% | 1,598 | $598K |
| Colonial Trust Co / SC | 0.10% | Reduce -1.1% | 1,588 | $594K |
| Traynor Capital Management, Inc. | 0.05% | Reduce -3.6% | 1,585 | $593K |
| Twele Capital Management, Inc. | 0.13% | Reduce -0.6% | 1,585 | $593K |
| Trivium Point Advisory, LLC | 0.09% | New | 1,562 | $589K |
| Bey-Douglas LLC | 0.54% | Add +1.5% | 1,519 | $588K |
| Well Done, LLC | 0.12% | No change | 1,562 | $584K |
| Valley Wealth Managers, Inc. | 0.05% | No change | 1,549 | $579K |
| Ellsworth Advisors, LLC | 0.16% | No change | 1,545 | $578K |
| Rodgers Brothers Inc. | 0.08% | Reduce -0.3% | 1,542 | $577K |
| Modern Wealth Management, LLC | 0.04% | Add +44.8% | 1,536 | $574K |
| Channel Wealth LLC | 0.21% | Reduce -4.8% | 1,535 | $574K |
| Financial Gravity Asset Management, Inc. | 0.14% | Reduce -43.4% | 1,523 | $570K |
| Morton Capital Management LLC | 0.13% | No change | 1,517 | $567K |
| XML Financial, LLC | 0.06% | Reduce -40.2% | 1,513 | $566K |
| Meridian Financial Advisors, LLC | 0.41% | Add +14.9% | 1,507 | $564K |
| First Business Financial Services, Inc. | 0.06% | No change | 1,502 | $562K |
| Cannell & Spears LLC | 0.01% | No change | 1,494 | $559K |
| Vance Wealth, LLC | 0.23% | Add +0.1% | 1,486 | $556K |
| Chemistry Wealth Management LLC | 0.14% | Add +2.0% | 1,484 | $555K |
| Baker Tilly Wealth Management, LLC | 0.23% | Add +0.8% | 1,483 | $555K |
| National Wealth Management Group, LLC | 0.42% | Add +24.4% | 1,479 | $553K |
| Gradient Investments LLC | 0.01% | Reduce -24.4% | 1,478 | $553K |
| Rowlandmiller & Partners.adv | 0.12% | No change | 1,475 | $552K |
| American Financial & Tax Strategies Inc. | 0.29% | Reduce -1.7% | 1,474 | $551K |
| Members Wealth LLC | 0.37% | — | 1,254 | $550K |
| Financial Futures Ltd Liability Co. | 0.34% | Reduce -1.7% | 1,470 | $550K |
| Landaas & Co. /Wi | 0.17% | Reduce -1.5% | 1,469 | $549K |
| Summit Global Investments | 0.04% | Add +138.9% | 1,467 | $549K |
| Denver Wealth Management, Inc. | 0.27% | Reduce -8.7% | 1,467 | $549K |
| Colonial Trust Advisors | 0.05% | Reduce -10.2% | 1,465 | $548K |
| Ballast Advisors LLC | 0.17% | Reduce -2.0% | 1,458 | $545K |
| Townsend Asset Management Corp. /NC/ | 0.21% | Reduce -0.4% | 1,452 | $543K |
| Private Client Services, LLC | 0.34% | Add +1.8% | 1,452 | $543K |
| Outlook Wealth Advisors, LLC | 0.17% | Add +0.9% | 7,691 | $542K |
| Sharper & Granite LLC | 0.26% | No change | 1,450 | $542K |
| Dover Advisors, LLC | 0.33% | New | 1,445 | $540K |
| Everpar Advisors LLC | 0.27% | Add +21.0% | 1,443 | $540K |
| JFG Wealth Management, LLC | 0.15% | New | 1,431 | $535K |
| Wealth Group Ltd | 0.16% | Reduce -5.8% | 1,427 | $534K |
| Norden Group LLC | 0.11% | Reduce -0.1% | 1,423 | $532K |
| Capital Management Associates, Inc | 0.32% | Reduce -0.1% | 1,420 | $531K |
| Lynx Investment Advisory | 0.39% | — | 1,416 | $529K |
| Trexquant Investment LP | 0.01% | Reduce -1.9% | 1,405 | $525K |
| Flagstar Securities, Inc. | 0.14% | Reduce -2.5% | 1,403 | $525K |
| Viewpoint Capital Management LLC | 0.32% | No change | 1,403 | $525K |
| Pinnacle Family Advisors, LLC | 0.29% | Add +30.2% | 1,400 | $524K |
| Pettyjohn, Wood & White, Inc. | 0.10% | No change | 1,400 | $524K |
| Coordinated Financial Services, Inc. | 0.45% | Reduce -9.1% | 1,397 | $523K |
| Landmark Wealth Management, Inc. | 0.29% | Reduce -2.5% | 1,396 | $522K |
| Lee Danner & Bass Inc. | 0.04% | — | 1,390 | $520K |
| Independent Advisor Alliance | 0.02% | Reduce -14.8% | 1,390 | $520K |
| J. W. Coons Advisors, LLC | 0.10% | Reduce -2.1% | 1,388 | $519K |
| Empire Financial Management Company, LLC | 0.17% | Add +7.3% | 1,380 | $516K |
| Cypress Financial Planning LLC | 0.22% | Reduce -3.8% | 1,377 | $515K |
| Keudell/Morrison Wealth Management | 0.15% | Add +1.1% | 1,374 | $514K |
| Sterling Investment Advisors, Ltd. | 0.14% | No change | 1,374 | $514K |
| Buttonwood Financial Advisors Inc. | 0.24% | Add +21.3% | 1,371 | $513K |
| Pointe Capital Management LLC | 0.32% | No change | 1,366 | $511K |
| Chilton Capital Management LLC | 0.02% | Reduce -6.9% | 1,360 | $509K |
| Benin Management CORP | 0.15% | No change | 1,359 | $508K |
| Phoenix Wealth Advisors | 0.25% | Reduce -29.4% | 1,346 | $503K |
| Iron Horse Wealth Management, LLC | 0.19% | No change | 1,344 | $503K |
| Meredith Wealth Planning | 0.26% | New | 1,341 | $502K |
| St. Clair Advisors, LLC | 0.16% | No change | 1,339 | $501K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.21% | Add +112.6% | 1,331 | $499K |
| Hancock Whitney Corp. | 0.02% | Reduce -9.2% | 1,331 | $498K |
| Abacus Wealth Partners, LLC | 0.08% | Add +32.3% | 1,330 | $497K |
| Cypress Wealth Services, LLC | 0.11% | No change | 1,325 | $496K |
| Schnieders Capital Management LLC | 0.10% | No change | 1,321 | $494K |
| Allen Capital Group, LLC | 0.07% | Reduce -0.3% | 1,320 | $494K |
| Allred Capital Management, LLC | 0.19% | No change | 1,317 | $493K |
| Capital Advisors Wealth Management, LLC | 0.10% | Reduce -0.8% | 1,317 | $493K |
| Mosaic Financial Group, LLC | 0.35% | No change | 1,315 | $492K |
| Cladis Investment Advisory, LLC | 0.36% | No change | 1,315 | $492K |
| Financial Perspectives, Inc | 0.18% | Add +0.7% | 1,312 | $491K |
| Foster Group, Inc. | 0.02% | Add +17.3% | 1,312 | $491K |
| HFG Wealth Management, LLC | 0.31% | Add +3.1% | 1,308 | $489K |
| Florida Financial Advisors, LLC | 0.29% | Add +0.9% | 1,308 | $489K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 1,307 | $489K |
| Team Hewins, LLC | 0.20% | No change | 1,302 | $488K |
| Valley Forge Investment Consultants Inc. Adv | 0.18% | Add +3.8% | 1,303 | $487K |
| Carlson Capital Management | 0.02% | No change | 1,297 | $485K |
| Continental Investors Services, Inc. | 1.08% | No change | 1,295 | $484K |
| MIdWestOne Financial Group, Inc. | 0.09% | No change | 1,291 | $483K |
| Christensen, King & Associates Investment Services, Inc. | 0.24% | Reduce -9.9% | 1,287 | $481K |
| RAM Investment Partners, LLC | 0.14% | Reduce -0.9% | 1,287 | $481K |
| Oxbow Advisors, LLC | 0.06% | Reduce -12.9% | 1,286 | $481K |
| Slagle Financial, LLC | 0.25% | Reduce -2.4% | 1,286 | $481K |
| Quantbot Technologies LP | 0.02% | New | 1,285 | $481K |
| WealthBridge Capital Management, LLC | 0.16% | Add +14.0% | 1,283 | $480K |
| Motive Wealth Advisors | 0.29% | Reduce -1.8% | 1,282 | $479K |
| Steele Capital Management, Inc. | 0.03% | Add +8.0% | 1,278 | $478K |
| BancFirst Trust & Investment Management | 0.22% | Add +19.6% | 1,267 | $478K |
| Hobbs Group Advisors, LLC | 0.18% | — | 1,266 | $473K |
| MBE Wealth Management, LLC | 0.29% | Reduce -0.1% | 1,260 | $471K |
| Evernest Financial Advisors, LLC | 0.21% | No change | 1,257 | $470K |
| Verus Financial Partners, Inc. | 0.05% | No change | 1,257 | $470K |
| Beacon Financial Strategies CORP | 0.34% | Reduce -2.7% | 1,252 | $468K |
| GeoWealth Management, LLC | 0.02% | Add +133.8% | 1,251 | $468K |
| Allen Investment Management, LLC | 0.01% | No change | 1,250 | $468K |
| Farrell Financial LLC | 0.36% | Add +63.4% | 1,248 | $467K |
| Weatherly Asset Management L. P. | 0.04% | No change | 1,246 | $467K |
| Concorde Asset Management, LLC | 0.29% | Add +9.6% | 1,246 | $466K |
| Redhawk Wealth Advisors, Inc. | 0.07% | Reduce -4.3% | 1,239 | $463K |
| FWL Investment Management, LLC | 0.23% | No change | 1,225 | $458K |
| Elevation Point Wealth Partners, LLC | 0.04% | Reduce -27.9% | 1,219 | $456K |
| Westside Investment Management, Inc. | 0.10% | Reduce -4.0% | 1,217 | $455K |
| Mason & Associates, LLC | 0.15% | Add +94.1% | 1,217 | $455K |
| Pachira Investments Inc. | 0.40% | Reduce -1.3% | 1,216 | $455K |
| G&S Capital LLC | 0.20% | No change | 1,174 | $454K |
| Fragasso Financial Advisors Inc | 0.04% | Reduce -4.4% | 1,212 | $453K |
| Arthur M. Cohen & Associates, LLC | 0.08% | No change | 1,207 | $452K |
| Halbert Hargrove Global Advisors, LLC | 0.03% | No change | 1,204 | $450K |
| Mason & Associates Inc | 0.12% | No change | 1,203 | $450K |
| Hamilton Wealth, LLC | 0.12% | Add +5.8% | 1,202 | $450K |
| Monumental Financial Group Inc. | 0.20% | No change | 1,200 | $449K |
| DHJJ Financial Advisors, Ltd. | 0.19% | No change | 1,200 | $449K |
| Financial Management Network Inc. | 0.11% | Add +1.3% | 1,157 | $448K |
| Armstrong Advisory Group, Inc. | 0.04% | Reduce -16.4% | 1,196 | $447K |
| Gables Capital Management Inc. | 0.23% | Reduce -0.6% | 1,191 | $445K |
| John W. Brooker & Co., CPAs | 0.22% | Reduce -8.0% | 1,189 | $445K |
| Williamson Legacy Group, LLC | 0.33% | New | 1,186 | $444K |
| Insight Wealth Strategies, LLC | 0.06% | Add +4.1% | 1,184 | $443K |
| Tanager Wealth Management LLP | 0.07% | New | 1,176 | $440K |
| Ranch Capital Advisors Inc. | 0.23% | New | 1,176 | $440K |
| Walker Asset Management, LLC | 0.30% | No change | 1,176 | $440K |
| Washington Trust Bank | 0.04% | Reduce -26.9% | 1,171 | $438K |
| Horan Capital Advisors, LLC. | 0.15% | No change | 1,169 | $437K |
| Oxinas Partners, LLC | 0.29% | No change | 1,167 | $437K |
| Calamos Wealth Management LLC | 0.02% | Add +93.0% | 1,166 | $436K |
| Syntegra Private Wealth Group, LLC | 0.06% | Reduce -3.8% | 1,164 | $435K |
| Acorn Wealth Advisors, LLC | 0.21% | Add +47.3% | 1,162 | $435K |
| Bradley Foster & Sargent Inc. | 0.01% | Add +39.8% | 1,160 | $434K |
| GM Advisory Group, LLC | 0.03% | Add +2.5% | 1,159 | $433K |
| Stockman Wealth Management, Inc. | 0.08% | Add +1.6% | 1,158 | $433K |
| Glassman Wealth Services | 0.08% | Add +10.3% | 1,153 | $431K |
| ARK & TLK Investments, LLC | 0.16% | Reduce -20.3% | 1,153 | $431K |
| FFT Wealth Management LLC | 0.04% | Reduce -4.2% | 1,153 | $431K |
| WR Wealth Planners, LLC | 0.13% | Reduce -1.8% | 1,149 | $430K |
| Clarity Wealth Advisors, LLC | 0.14% | Reduce -1.3% | 1,148 | $429K |
| Pacifica Partners Inc. | 0.18% | Add +1.8% | 1,122 | $429K |
| Firestone Capital Management | 0.12% | No change | 1,145 | $428K |
| Horan Securities, Inc. | 0.19% | Add +6.7% | 1,145 | $428K |
| Orleans Capital Management Corp. | 0.27% | Reduce -3.8% | 1,140 | $426K |
| X-Square Capital, LLC | 0.15% | Reduce -61.5% | 1,139 | $426K |
| Wynn Capital, LLC | 0.31% | No change | 1,138 | $426K |
| Advanced Asset Management Advisors Inc | 0.11% | Reduce -4.1% | 1,138 | $426K |
| O'Dell Group, LLC | 0.10% | No change | 1,234 | $425K |
| Ironwood Financial, llc | 0.10% | Reduce -16.6% | 1,136 | $425K |
| Tucker Asset Management LLC | 0.09% | Add +0.4% | 1,129 | $422K |
| Mairs & Power Inc. | 0.00% | Reduce -10.0% | 1,128 | $422K |
| GEM Asset Management, LLC | 0.26% | Add +1.2% | 1,127 | $422K |
| LVM Capital Management Ltd. | 0.05% | New | 1,126 | $421K |
| Realta Investment Advisors | 0.08% | Reduce -2.3% | 1,121 | $419K |
| Ethos Financial Group, LLC | 0.07% | New | 1,120 | $419K |
| Spinnaker Trust | 0.03% | Reduce -2.3% | 1,120 | $419K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -2.3% | 1,120 | $419K |
| TriaGen Wealth Management LLC | 0.16% | No change | 1,116 | $417K |
| Garrett Wealth Advisory Group, LLC | 0.15% | No change | 1,116 | $417K |
| Debussy Capital Management LP | 0.12% | No change | 1,112 | $416K |
| Prosperity Wealth Management, Inc. | 0.20% | Add +2.2% | 1,108 | $415K |
| Wells Trecaso Financial Group, LLC | 0.14% | Add +4.0% | 1,107 | $414K |
| Waterloo Capital, L.P. | 0.05% | Add +3.8% | 1,102 | $412K |
| Avestar Capital, LLC | 0.05% | No change | 1,101 | $412K |
| waypoint wealth counsel | 0.31% | Add +1.9% | 1,100 | $411K |
| JB Capital LLC | 0.03% | Reduce -10.4% | 1,098 | $411K |
| Tennessee Valley Asset Management Partners | 0.08% | Add +38.8% | 1,098 | $411K |
| Latitude Advisors, LLC | 0.25% | Reduce -0.1% | 1,097 | $410K |
| Tyche Wealth Partners LLC | 0.10% | No change | 1,094 | $409K |
| Signature Resources Capital Management, LLC | 0.34% | Reduce -11.2% | 1,094 | $409K |
| Welch & Forbes LLC | 0.01% | No change | 1,075 | $409K |
| Second Line Capital, LLC | 0.12% | Reduce -1.8% | 1,091 | $408K |
| Lyell Wealth Management, LP | 0.04% | No change | 1,090 | $408K |
| jvl associates llc | 0.16% | No change | 1,089 | $407K |
| Shoker Investment Counsel, Inc. | 0.14% | No change | 1,086 | $406K |
| Transform Wealth, LLC | 0.03% | No change | 1,084 | $406K |
| First Nebraska Trust Co | 0.04% | No change | 1,084 | $405K |
| Collaborative Wealth Managment Inc. | 0.20% | Reduce -24.1% | 1,083 | $405K |
| Sepio Capital, LP | 0.04% | Reduce -7.2% | 1,082 | $405K |
| Narus Financial Partners, LLC | 0.16% | New | 1,082 | $405K |
| Johnson Financial Group, LLC | 0.05% | No change | 1,079 | $404K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +121.2% | 1,073 | $401K |
| High Falls Advisors, Inc | 0.10% | Add +23.1% | 1,064 | $398K |
| BluePointe Capital Management, LLC | 0.27% | No change | 1,062 | $398K |
| Toews Corp. | 0.07% | Reduce -26.5% | 1,062 | $397K |
| D'Orazio & Associates, Inc. | 0.06% | Reduce -1.9% | 1,061 | $397K |
| Zullo Investment Group, Inc. | 0.17% | No change | 1,060 | $396K |
| Skyline Advisors, Inc. | 0.17% | Add +28.6% | 1,060 | $396K |
| Hantz Financial Services, Inc. | 0.01% | New | 1,055 | $395K |
| Bernardo Wealth Planning LLC | 0.11% | Add +0.5% | 1,054 | $394K |
| TCV Trust & Wealth Management, Inc. | 0.04% | Reduce -19.4% | 1,052 | $393K |
| Horizon Financial Services, LLC | 0.25% | Reduce -0.3% | 1,050 | $393K |
| New Century Financial Group, LLC | 0.17% | New | 1,050 | $393K |
| DDD Partners, LLC | 0.05% | No change | 1,049 | $392K |
| Roundview Capital LLC | 0.03% | No change | 1,048 | $392K |
| West Oak Capital, LLC | 0.16% | No change | 1,048 | $392K |
| Turtle Creek Wealth Advisors, LLC | 0.09% | Add +1905.8% | 1,043 | $390K |
| WealthTrust Axiom LLC | 0.13% | No change | 1,041 | $389K |
| Cascade Financial Partners, LLC | 0.05% | No change | 1,040 | $389K |
| Alpha Financial Partners LLC | 0.34% | Reduce -39.1% | 1,040 | $389K |
| North Star Investment Management Corp. | 0.03% | Add +17.0% | 1,031 | $385K |
| Gries Financial LLC | 0.08% | Reduce -45.4% | 1,029 | $385K |
| Legacy Private Trust Co. | 0.03% | No change | 1,029 | $385K |
| Rainey & Randall Wealth Advisors Inc. | 0.09% | Add +6.8% | 1,027 | $385K |
| Granite FO LLC | 0.25% | No change | 1,028 | $384K |
| TNF LLC | 0.14% | Reduce -0.4% | 1,059 | $384K |
| Kanawha Capital Management LLC | 0.03% | Reduce -1.0% | 1,026 | $384K |
| TFG Advisers LLC | 0.15% | Reduce -5.2% | 1,024 | $383K |
| Family Firm, Inc. | 0.09% | New | 1,022 | $382K |
| Ledyard National Bank | 0.04% | Reduce -4.7% | 1,020 | $381K |
| Merriman Wealth Management, LLC | 0.02% | Add +25.0% | 1,011 | $379K |
| Mfa Wealth Advisors, LLC | 0.08% | Reduce -0.1% | 1,012 | $378K |
| Warren Street Wealth Advisors, LLC | 0.19% | Add +4.7% | 1,010 | $378K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | New | 1,010 | $378K |
| MAS Advisors LLC | 0.90% | Reduce -89.4% | 1,009 | $377K |
| Precedent Wealth Partners, LLC | 0.15% | No change | 1,006 | $376K |
| Fairscale Capital, LLC | 0.33% | — | 972 | $376K |
| Quad-Cities Investment Group, LLC | 0.21% | No change | 1,005 | $376K |
| Gallacher Capital Management LLC | 0.20% | No change | 1,001 | $374K |
| Chartist Inc. | 0.19% | Reduce -1.7% | 1,000 | $374K |
| Cornerstone National Bank & Trust Co | 0.18% | No change | 1,000 | $374K |
| Financial Partners Group, LLC | 0.15% | No change | 1,000 | $374K |
| Cape Cod Five Cents Savings Bank | 0.04% | Reduce -1.0% | 1,000 | $374K |
| Fort Washington Investment Advisors Inc. | 0.00% | New | 999 | $374K |
| Pacific Sage Partners, LLC | 0.09% | No change | 998 | $373K |
| Braun-Bostich & Associates Inc. | 0.28% | No change | 995 | $372K |
| D.B. Root & Company, LLC | 0.13% | Reduce -0.2% | 992 | $371K |
| Perkins Coie Trust Co | 0.09% | No change | 991 | $371K |
| Sensible Money, LLC | 0.18% | No change | 990 | $370K |
| Fiduciary Family Office, LLC | 0.15% | No change | 988 | $370K |
| FSM Wealth Advisors, LLC | 0.12% | No change | 986 | $369K |
| RiverFront Investment Group, LLC | 0.01% | No change | 985 | $368K |
| Capstone Wealth Management Group, LLC | 0.24% | Reduce -1.8% | 983 | $368K |
| Winch Advisory Services, LLC | 0.11% | Add +59.1% | 983 | $368K |
| Forbes Financial Planning, Inc. | 0.29% | No change | 982 | $367K |
| Creekside Partners | 0.20% | — | 977 | $365K |
| Bailard, Inc. | 0.01% | Reduce -2.2% | 975 | $365K |
| Rockingstone Advisors LLC | 0.19% | Add +45.1% | 965 | $361K |
| Texas Capital Bank Wealth Management Services Inc | 0.04% | Add +41.8% | 957 | $358K |
| Wealth Quarterback LLC | 0.20% | Add +5.6% | 956 | $357K |
| Janiczek Wealth Management, LLC | 0.07% | No change | 954 | $357K |
| Lanark Financial, Inc. | 0.03% | Add +57.7% | 951 | $356K |
| Laurel Wealth Planning LLC | 0.25% | No change | 946 | $354K |
| Westshore Wealth, LLC | 0.15% | Add +3.3% | 944 | $353K |
| AIMZ Investment Advisors, LLC | 0.13% | Add +12.0% | 944 | $353K |
| Obermeyer Wealth Partners | 0.02% | New | 941 | $352K |
| Mezzasalma Advisors, LLC | 0.15% | Reduce -1.8% | 940 | $352K |
| Capasso Planning Partners LLC | 0.11% | Reduce -6.9% | 939 | $351K |
| Capital Investment Counsel, LLC | 0.07% | Reduce -25.8% | 939 | $351K |
| River Wealth Advisors LLC | 0.05% | No change | 938 | $351K |
| Missouri Trust & Investment Co | 0.13% | No change | 938 | $351K |
| Per Stirling Capital Management, LLC. | 0.06% | No change | 937 | $350K |
| First City Capital Management, Inc. | 0.20% | New | 936 | $350K |
| Shorepoint Capital Partners LLC | 0.08% | Reduce -0.1% | 935 | $350K |
| Praetorian Wealth Management, Inc. | 0.09% | New | 934 | $349K |
| First National Advisers, LLC | 0.06% | Add +54.1% | 934 | $349K |
| Grey Ledge Advisors, LLC | 0.10% | Reduce -1.2% | 934 | $349K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.10% | Reduce -0.8% | 932 | $349K |
| Encompass Wealth Advisors, LLC | 0.09% | Add +8.5% | 932 | $349K |
| Milestone Asset Management, LLC | 0.09% | Add +20.2% | 930 | $348K |
| Austin Private Wealth, LLC | 0.04% | No change | 930 | $348K |
| Midland Wealth Advisors, LLC | 0.02% | Add +3.8% | 929 | $347K |
| Corepath Wealth Partners LLC | 0.37% | Add +16.2% | 896 | $347K |
| Yarger Wealth Strategies, LLC | 0.21% | Add +41.0% | 928 | $347K |
| Portside Wealth Group, LLC | 0.07% | Add +3.5% | 925 | $346K |
| Apriem Advisors | 0.04% | Add +1.8% | 922 | $345K |
| West Coast Financial LLC | 0.04% | Reduce -3.2% | 919 | $344K |
| Sunpointe, LLC | 0.22% | New | 916 | $343K |
| Weitzel Financial Services, Inc. | 0.17% | New | 911 | $343K |
| L.M. Kohn & Company | 0.09% | Reduce -6.3% | 915 | $342K |
| tru Independence LLC | 0.10% | Reduce -12.5% | 913 | $341K |
| Old Port Advisors | 0.10% | Reduce -10.1% | 909 | $340K |
| ICA Group Wealth Management, LLC | 0.20% | Reduce -93.8% | 907 | $339K |
| Capital Square, LLC | 0.22% | New | 898 | $339K |
| Montecito Bank & Trust | 0.07% | No change | 905 | $338K |
| FourThought Financial Partners, LLC | 0.04% | Add +5.1% | 905 | $338K |
| Wealth Group, Ltd. | 0.24% | Reduce -4.2% | 905 | $338K |
| US Financial Advisors, LLC | 0.11% | Reduce -1.9% | 902 | $337K |
| Schiavi & Co LLC | 0.13% | No change | 902 | $337K |
| Greenspring Advisors, LLC | 0.08% | No change | 900 | $337K |
| Camelot Technology Advisors, Inc. | 0.31% | No change | 900 | $337K |
| Portland Global Advisors LLC | 0.05% | No change | 898 | $336K |
| Monument Group Wealth Advisors, LLC | 0.23% | No change | 897 | $335K |
| New Republic Capital, LLC | 0.17% | No change | 889 | $333K |
| Security National Bank of Sioux City Iowa | 0.24% | Reduce -0.3% | 889 | $332K |
| Van Hulzen Asset Management, LLC | 0.02% | Add +31.2% | 887 | $332K |
| Pittenger & Anderson Inc. | 0.01% | Add +36.7% | 886 | $331K |
| Princeton Global Asset Management LLC | 0.07% | Add +536.0% | 884 | $331K |
| Smith Thornton Advisors LLC | 0.24% | — | 881 | $330K |
| Moneywise, Inc. | 0.17% | No change | 876 | $328K |
| New Wave Wealth Advisors LLC | 0.18% | — | 876 | $328K |
| Hobart Private Capital, LLC | 0.09% | New | 875 | $327K |
| Truvestments Capital LLC | 0.13% | Add +1.9% | 873 | $327K |
| Laidlaw Wealth Management LLC | 0.18% | No change | 873 | $327K |
| Carr Financial Group Corp | 0.10% | No change | 873 | $327K |
| Taylor & Morgan Wealth Management, LLC | 0.23% | Add +43.4% | 872 | $326K |
| Confluence Wealth Services, Inc. | 0.03% | Reduce -16.4% | 871 | $326K |
| FOCUS Wealth Advisors, LLC | 0.17% | Add +2.2% | 871 | $326K |
| Fairfield, Bush & Co. | 0.19% | Reduce -1.1% | 866 | $324K |
| Nikulski Financial, Inc. | 0.10% | No change | 866 | $324K |
| Opes Wealth Management LLC | 0.07% | No change | 866 | $324K |
| GYL Financial Synergies, LLC | 0.03% | Reduce -7.9% | 865 | $324K |
| Community Bank, N.A. | 0.04% | No change | 865 | $324K |
| Beacon Financial Planning, Inc. | 0.22% | No change | 864 | $323K |
| Dividend Assets Capital, LLC | 0.07% | Reduce -17.4% | 860 | $322K |
| Adero Partners, LLC | 0.02% | Reduce -21.9% | 858 | $321K |
| Frontier Asset Management, LLC | 0.12% | No change | 851 | $318K |
| Solstein Capital, LLC | 0.21% | No change | 849 | $318K |
| Vawter Financial, Ltd. | 0.22% | No change | 844 | $316K |
| Pullen Investment Management, LLC | 0.26% | No change | 842 | $315K |
| Bank of Stockton | 0.10% | Reduce -5.1% | 840 | $314K |
| Appleton Partners Inc. | 0.02% | Reduce -1.8% | 839 | $314K |
| Financial Security Advisor, Inc. | 0.10% | Reduce -0.8% | 837 | $313K |
| Gateway Wealth Partners, LLC | 0.09% | Add +3.1% | 837 | $313K |
| First National Corp. /Ma/ | 0.07% | Add +0.1% | 835 | $312K |
| Foundation Wealth Management, LLC | 0.24% | No change | 834 | $312K |
| Goldstone Financial Group, LLC | 0.06% | New | 826 | $309K |
| Enterprise Bank & Trust Co | 0.11% | No change | 825 | $309K |
| Wealthgarden F.S. LLC | 0.32% | — | 824 | $308K |
| Amplius Wealth Advisors, LLC | 0.03% | Reduce -8.1% | 824 | $308K |
| Heritage Investment Group, Inc. | 0.04% | No change | 823 | $308K |
| J. Safra Sarasin Holding AG | 0.01% | — | 823 | $308K |
| Financial Freedom, LLC | 0.17% | No change | 822 | $308K |
| Northwest Bank & Trust Co | 0.26% | No change | 822 | $307K |
| Maiden Cove Capital, LLC | 0.67% | — | 893 | $307K |
| Jennison Associates LLC | 0.00% | Reduce -17.1% | 811 | $303K |
| Curated Wealth Partners LLC | 0.04% | — | 809 | $303K |
| Brand Asset Management Group, Inc. | 0.13% | Reduce -7.5% | 809 | $303K |
| Divergent Planning, LLC | 0.12% | No change | 790 | $302K |
| Power Wealth Management LLC | 0.14% | No change | 808 | $302K |
| Adapt Wealth Advisors, LLC | 0.19% | No change | 805 | $301K |
| Matisse Capital | 0.15% | No change | 804 | $301K |
| Activest Wealth Management | 0.10% | No change | 804 | $301K |
| Prairie Sky Financial Group LLC | 0.19% | No change | 799 | $299K |
| Keystone Wealth Services, LLC | 0.09% | No change | 798 | $299K |
| Private Wealth Management Group, LLC | 0.13% | Add +88.2% | 796 | $298K |
| Resolute Wealth Strategies, LLC | 0.17% | No change | 792 | $296K |
| Sather Financial Group Inc | 0.02% | No change | 792 | $296K |
| IRON Financial LLC | 0.17% | No change | 792 | $296K |
| Fortis Capital Management LLC | 0.06% | Reduce -24.4% | 791 | $296K |
| EWG Elevate Inc. | 0.11% | No change | 788 | $295K |
| Ironwood Investment Counsel, LLC | 0.05% | Reduce -5.3% | 787 | $294K |
| HM Payson & Co. | 0.01% | Add +18.8% | 784 | $293K |
| CPC Advisors, LLC | 0.05% | Reduce -5.1% | 782 | $293K |
| Sentinel Trust Co. Lba | 0.04% | No change | 780 | $292K |
| Moss Adams Wealth Advisors LLC | 0.04% | Reduce -2.3% | 779 | $292K |
| Safeguard Investment Advisory Group, LLC | 0.09% | Add +8.0% | 779 | $291K |
| Cascade Investment Group, Inc. | 0.23% | Reduce -1.3% | 777 | $291K |
| Sequent Planning LLC | 0.10% | Add +21.2% | 765 | $288K |
| TFC Financial Management, Inc. | 0.05% | No change | 770 | $288K |
| Tempus Wealth Planning, LLC | 0.12% | Add +32.3% | 770 | $288K |
| Melfa Wealth Management, Inc. | 0.20% | No change | 770 | $288K |
| Sterling Group Wealth Management, LLC | 0.16% | — | 768 | $287K |
| Rockport Wealth LLC | 0.12% | Add +0.5% | 768 | $287K |
| Cascade Investment Advisors, Inc. | 0.19% | No change | 764 | $286K |
| Rockline Wealth Management, LLC | 0.09% | New | 758 | $283K |
| Abacus Planning Group, Inc. | 0.05% | No change | 756 | $283K |
| Investment Partners, LTD. | 0.13% | No change | 749 | $280K |
| PBMares Wealth Management LLC | 0.07% | Add +5.1% | 745 | $278K |
| JDM Financial Group LLC | 0.19% | No change | 744 | $278K |
| Patten Group, Inc. | 0.07% | No change | 744 | $278K |
| Asset Allocation Strategies LLC | 0.09% | Add +1.9% | 743 | $278K |
| Canal Capital Management, LLC | 0.05% | No change | 740 | $277K |
| DBK Financial Counsel, LLC | 0.30% | No change | 738 | $276K |
| SilverOak Wealth Management LLC | 0.07% | Reduce -14.7% | 737 | $276K |
| ARS Wealth Advisors Group, LLC | 0.04% | Add +6.4% | 733 | $274K |
| Sigma Investment Counselors Inc. | 0.02% | No change | 732 | $274K |
| Archvest Wealth Advisors, Inc. | 0.18% | New | 726 | $273K |
| Amundi | 0.00% | Reduce -5.6% | 731 | $273K |
| Smith Anglin Financial, LLC | 0.03% | New | 730 | $273K |
| Hazlett, Burt & Watson, Inc. | 0.14% | Add +1.8% | 735 | $273K |
| Exchange Capital Management, Inc. | 0.04% | New | 725 | $271K |
| Fairman Group, LLC | 0.28% | No change | 724 | $271K |
| BSW Wealth Partners | 0.04% | Add +13.0% | 723 | $270K |
| Naviter Wealth, LLC | 0.04% | New | 720 | $270K |
| StoneCrest Wealth Management, Inc. | 0.21% | Reduce -5.8% | 720 | $269K |
| Heritage Trust Co | 0.04% | No change | 720 | $269K |
| LBJ Family Wealth Advisors, Ltd. | 0.17% | No change | 720 | $269K |
| Widmann Financial Services, Inc. | 0.22% | No change | 714 | $267K |
| Alera Investment Advisors, LLC | 0.03% | Add +7.5% | 713 | $267K |
| Essex LLC | 0.06% | No change | 710 | $266K |
| Brass Tax Wealth Management, Inc. | 0.05% | Add +18.2% | 708 | $265K |
| Quantitative Strategies, Inc. | 0.15% | Add +1.6% | 706 | $264K |
| Tolleson Wealth Management, Inc. | 0.05% | No change | 705 | $264K |
| MPS Loria Financial Planners, LLC | 0.08% | No change | 703 | $263K |
| Atticus Wealth Management, LLC | 0.09% | Reduce -3.2% | 702 | $263K |
| Legacy Wealth Asset Management, LLC | 0.07% | No change | 702 | $263K |
| Unionview, LLC | 0.21% | No change | 699 | $262K |
| TrinityPoint Wealth, LLC | 0.04% | No change | 698 | $261K |
| Round Rock Advisors LLC | 0.06% | Reduce -65.5% | 697 | $261K |
| LGL Partners, LLC | 0.04% | Add +0.1% | 697 | $261K |
| Main Street Research LLC | 0.02% | New | 693 | $260K |
| My Personal CFO, LLC | 0.14% | No change | 692 | $259K |
| Private Capital Management, LLC | 0.03% | No change | 690 | $258K |
| Eaton-Cambridge Inc. | 0.13% | No change | 689 | $258K |
| Litman Gregory Wealth Management LLC | 0.02% | Add +10.6% | 687 | $257K |
| Coston, McIsaac & Partners | 0.08% | Add +5.0% | 688 | $257K |
| Janus Henderson Group PLC | 0.00% | Reduce -16.9% | 686 | $257K |
| WFA of San Diego, LLC | 0.23% | — | 686 | $257K |
| JPL Wealth Management, LLC | 0.12% | Reduce -12.7% | 682 | $255K |
| Abound Wealth Management | 0.09% | Reduce -1.7% | 681 | $255K |
| Clear Harbor Asset Management, LLC | 0.02% | No change | 680 | $254K |
| Seneca House Advisors | 0.11% | No change | 678 | $254K |
| Traveka Wealth, LLC | 0.12% | No change | 676 | $253K |
| Parker Investment Management, LLC | 0.04% | Add +12.7% | 674 | $252K |
| James J. Burns & Company, LLC | 0.05% | New | 674 | $252K |
| Laffer Tengler Investments, Inc. | 0.07% | Reduce -5.6% | 671 | $251K |
| Phillips Financial Management, LLC | 0.02% | Add +4.3% | 671 | $251K |
| Total Clarity Wealth Management, Inc. | 0.09% | No change | 667 | $250K |
| Philip James Wealth Mangement, LLC | 0.17% | Reduce -0.3% | 666 | $249K |
| Oarsman Capital, Inc. | 0.05% | New | 665 | $249K |
| Verum Partners LLC | 0.08% | No change | 664 | $248K |
| SMI Advisory Services, LLC | 0.06% | New | 638 | $248K |
| WINTON GROUP Ltd | 0.02% | Reduce -92.0% | 661 | $247K |
| Community Financial Services Group, LLC | 0.05% | No change | 656 | $245K |
| McDonald Partners LLC | 0.07% | No change | 654 | $245K |
| Albion Financial Group | 0.02% | Reduce -0.1% | 651 | $243K |
| Cambridge Financial Group, LLC | 0.11% | New | 651 | $243K |
| Beaird Harris Wealth Management, LLC | 0.02% | No change | 650 | $243K |
| Lifestyle Asset Management, Inc. | 0.14% | No change | 647 | $242K |
| Fidelis Capital Partners, LLC | 0.03% | Reduce -9.7% | 705 | $241K |
| Brave Asset Management Inc. | 0.06% | Add +4.4% | 645 | $241K |
| Bison Wealth, LLC | 0.04% | No change | 700 | $241K |
| American National Bank & Trust | 0.03% | No change | 643 | $240K |
| Anson Capital, Inc. | 0.24% | No change | 641 | $240K |
| Physician Wealth Solutions Inc. | 0.17% | No change | 637 | $238K |
| DGS Capital Management, LLC | 0.07% | Add +0.9% | 636 | $238K |
| MinichMacGregor Wealth Management, LLC | 0.06% | New | 636 | $238K |
| Pinnacle Financial Group, LLC / IL | 0.10% | New | 636 | $238K |
| Saxony Capital Management, LLC | 0.26% | No change | 635 | $237K |
| American Planning Services, Inc. | 0.17% | Add +3.1% | 635 | $237K |
| Lazari Capital Management, Inc. | 0.11% | Reduce -9.9% | 634 | $237K |
| Peregrine Asset Advisers, Inc. | 0.09% | No change | 634 | $237K |
| Weaver Consulting Group | 0.08% | No change | 634 | $237K |
| Wambolt & Associates, LLC | 0.07% | Reduce -1.1% | 629 | $237K |
| Priebe Wealth Holdings LLC | 0.19% | No change | 633 | $237K |
| Foresight Capital Management Advisors, Inc. | 0.16% | No change | 627 | $235K |
| United Community Bank | 0.09% | Reduce -9.1% | 627 | $235K |
| Davis Capital Management | 0.20% | Add +648.2% | 621 | $234K |
| Eastover Investment Advisors LLC | 0.11% | Add +1.3% | 613 | $233K |
| Harbour Investment Management LLC | 0.11% | No change | 622 | $233K |
| Fagan Associates, Inc. | 0.04% | New | 622 | $233K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.07% | New | 621 | $233K |
| East Coast Asset Management, LLC. | 0.08% | No change | 621 | $232K |
| Koss-Olinger Consulting, LLC | 0.02% | New | 620 | $232K |
| Smith Chas P & Associates Pa Cpas | 0.01% | Reduce -22.0% | 620 | $232K |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | 0.01% | New | 620 | $232K |
| Columbus Macro, LLC | 0.09% | No change | 598 | $232K |
| KFG Wealth Management, LLC | 0.09% | New | 619 | $232K |
| Joseph P. Lucia & Associates, LLC | 0.12% | No change | 615 | $230K |
| Heritage Investors Management Corp. | 0.01% | Reduce -5.0% | 615 | $230K |
| Webster Bank, N. A. | 0.03% | Add +9.5% | 611 | $229K |
| Lesa Sroufe & Co | 0.22% | No change | 609 | $228K |
| Home Federal Bank of Tennessee | 0.07% | No change | 609 | $228K |
| Personal Cfo Solutions, LLC | 0.03% | Add +2.9% | 607 | $227K |
| American Money Management, LLC | 0.05% | Reduce -6.6% | 607 | $227K |
| Park Place Capital Corp | 0.07% | Reduce -63.3% | 603 | $225K |
| Courier Capital LLC | 0.02% | Reduce -9.1% | 602 | $225K |
| Integrity Financial Corp | 0.14% | No change | 601 | $225K |
| Valtinson Bruner Financial Planning LLC | 0.09% | Reduce -4.8% | 600 | $224K |
| Valley Financial Group, Inc. | 0.16% | Reduce -1.6% | 597 | $223K |
| SC&H Financial Advisors, Inc. | 0.05% | No change | 595 | $222K |
| Western Financial Corp | 0.13% | No change | 594 | $222K |
| Atlas Capital Advisors Inc. | 0.03% | No change | 592 | $221K |
| O'ROURKE & COMPANY, Inc | 0.12% | Add +1.4% | 592 | $221K |
| Secured Retirement Advisors, LLC | 0.17% | No change | 589 | $220K |
| Stephenson & Company, Inc. | 0.16% | No change | 585 | $219K |
| Retirement Guys Formula LLC | 0.10% | New | 582 | $218K |
| Astoria Portfolio Advisors LLC. | 0.08% | New | 580 | $217K |
| Financial Council, LLC | 0.12% | New | 580 | $217K |
| MorganRosel Wealth Management, LLC | 0.08% | New | 579 | $217K |
| Douglass Winthrop Advisors, LLC | 0.00% | New | 579 | $217K |
| All Terrain Financial Advisors, LLC | 0.09% | New | 578 | $216K |
| Crewe Advisors LLC | 0.02% | Add +74.2% | 575 | $215K |
| First Interstate Bank | 0.01% | New | 575 | $215K |
| Oxler Private Wealth LLC | 0.08% | New | 575 | $215K |
| Veracity Capital LLC | 0.09% | New | 573 | $214K |
| Sonata Capital Group Inc. | 0.11% | New | 573 | $214K |
| Traphagen Investment Advisors LLC | 0.02% | New | 570 | $213K |
| Moser Wealth Advisors, LLC | 0.12% | Add +20.0% | 570 | $213K |
| Janney Capital Management LLC | 0.01% | New | 569 | $213K |
| Silver Oak Advisory Group, Inc. | 0.12% | New | 567 | $212K |
| Aufman Associates Inc | 0.15% | New | 567 | $212K |
| Guidance Point Advisors, LLC | 0.07% | Reduce -27.8% | 567 | $212K |
| Great Point Wealth Advisors, LLC | 0.05% | New | 564 | $211K |
| Essential Planning, LLC. | 0.09% | New | 559 | $209K |
| Family Capital Management, Inc. | 0.14% | New | 559 | $209K |
| Capital Investment Services of America, Inc. | 0.02% | New | 558 | $209K |
| Inspire Advisors, LLC | 0.03% | New | 557 | $208K |
| Advus Financial Partners, LLC | 0.06% | Reduce -22.6% | 557 | $208K |
| Retirement Solution LLC | 0.06% | New | 557 | $208K |
| Arrow Financial Corp | 0.02% | No change | 556 | $208K |
| Granger Management LLC | 0.03% | New | 551 | $206K |
| Carson Advisory Inc. | 0.14% | New | 551 | $206K |
| Oak Asset Management, LLC | 0.08% | New | 551 | $206K |
| CJM Wealth Advisers, Ltd. | 0.08% | New | 546 | $206K |
| Burns J W & Co. Inc. | 0.03% | New | 549 | $205K |
| Tidemark, LLC | 0.09% | Add +15.9% | 548 | $205K |
| Stonehearth Capital Management, LLC | 0.09% | New | 548 | $205K |
| Teamwork Financial Advisors, LLC | 0.03% | New | 548 | $205K |
| Sound Income Strategies, LLC | 0.01% | Reduce -10.2% | 547 | $205K |
| David J Yvars Group | 0.13% | New | 547 | $205K |
| Corundum Group, Inc. | 0.08% | New | 547 | $205K |
| Ridgecrest Wealth Partners, LLC | 0.12% | New | 543 | $203K |
| 1ST Source Bank | 0.01% | New | 542 | $203K |
| Core Wealth Management, Inc. | 0.08% | New | 541 | $202K |
| Plan Group Financial, LLC | 0.12% | New | 540 | $202K |
| Tortoise Investment Management, LLC | 0.02% | Reduce -3.4% | 539 | $202K |
| Cookson Peirce & Co. Inc. | 0.01% | New | 537 | $201K |
| Pennsylvania Capital Management Inc. | 0.08% | New | 535 | $200K |
| Spirepoint Private Client, LLC | 0.03% | New | 535 | $200K |
| Accent Capital Management, LLC | 0.12% | New | 532 | $199K |
| Jamison Private Wealth Management, Inc. | 0.03% | No change | 520 | $194K |
| Ransom Advisory, Ltd | 0.10% | Add +10.8% | 515 | $193K |
| Pacific Capital Wealth Advisors, Inc. | 0.03% | Reduce -56.1% | 508 | $190K |
| West Paces Advisors Inc. | 0.05% | Add +20.4% | 501 | $187K |
| Custom Portfolio Group LLC | 0.15% | No change | 500 | $187K |
| Main Street Group, LTD | 0.09% | Reduce -56.8% | 489 | $184K |
| Heritage Wealth Advisors | 0.01% | No change | 485 | $181K |
| Sachetta, LLC | 0.08% | Add +17.3% | 503 | $180K |
| SJS Investment Consulting Inc. | 0.03% | No change | 467 | $175K |
| Atwood & Palmer Inc. | 0.01% | No change | 460 | $172K |
| Security National Bank | 0.02% | No change | 450 | $168K |
| Hamilton Point Investment Advisors, LLC | 0.03% | No change | 447 | $167K |
| HWG Holdings LP | 0.06% | — | 444 | $166K |
| PrairieView Partners, LLC | 0.02% | Reduce -4.2% | 439 | $164K |
| Lowe Wealth Advisors, LLC | 0.07% | Add +4.4% | 429 | $160K |
| Maryland Capital Advisors Inc. | 0.09% | No change | 425 | $159K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 420 | $157K |
| Clean Yield Group | 0.06% | No change | 404 | $151K |
| Richardson Capital Management LLC | 0.11% | Add +2.6% | 398 | $149K |
| Russell Investments Group, Ltd. | 0.00% | Add +609.3% | 383 | $143K |
| Bell Investment Advisors, Inc | 0.03% | No change | 383 | $143K |
| Bangor Savings Bank | 0.01% | No change | 378 | $141K |
| Redwood Wealth Management Group, LLC | 0.10% | New | 370 | $138K |
| Planning Capital Management Corp | 0.10% | New | 369 | $138K |
| C M Bidwell & Associates Ltd. | 0.09% | No change | 351 | $131K |
| Benjamin Edwards Inc. | 0.03% | Reduce -3.3% | 350 | $131K |
| First Financial Corp. | 0.07% | No change | 348 | $130K |
| Koesten, Hirschmann & Crabtree, INC. | 0.08% | No change | 373 | $128K |
| Capital Investment Counsel, Inc | 0.02% | Add +140.1% | 341 | $128K |
| Founders Capital Management | 0.08% | No change | 324 | $121K |
| Rakuten Securities, Inc. | 0.05% | Reduce -65.8% | 319 | $119K |
| Union Savings Bank | 0.06% | No change | 316 | $118K |
| Clearstead Trust, LLC | 0.03% | No change | 314 | $117K |
| Pin Oak Investment Advisors Inc. | 0.11% | Reduce -21.6% | 309 | $116K |
| Pineridge Advisors LLC | 0.04% | Reduce -26.2% | 310 | $116K |
| LGT Financial Advisors LLC | 0.24% | No change | 298 | $112K |
| Opal Wealth Advisors, LLC | 0.04% | Add +53.4% | 293 | $110K |
| Wolff Wiese Magana LLC | 0.09% | No change | 287 | $107K |
| Bradley & Co. Private Wealth Management, LLC | 0.08% | No change | 284 | $106K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 276 | $103K |
| First Personal Financial Services | 0.02% | Add +356.7% | 274 | $102K |
| Mark Sheptoff Financial Planning, LLC | 0.06% | Reduce -42.3% | 273 | $102K |
| Caitlin John, LLC | 0.07% | No change | 273 | $102K |
| Bray Capital Advisors | 0.02% | No change | 265 | $99K |
| Kimelman & Baird, LLC | 0.01% | — | 261 | $98K |
| Howe & Rusling Inc. | 0.01% | Reduce -52.1% | 250 | $94K |
| Old Second National Bank of Aurora | 0.02% | No change | 247 | $92K |
| Kozak & Associates, Inc. | 0.02% | No change | 233 | $89K |
| Sittner & Nelson, LLC | 0.04% | Add +138.0% | 238 | $89K |
| Elevate Wealth Advisory, Inc. | 0.07% | No change | 233 | $87K |
| Strategic Financial Concepts, LLC | 0.05% | Add +40514.9% | 5,542,306 | $86K |
| Barclays PLC | 0.00% | No change | 227 | $85K |
| Insight Inv LLC | 0.07% | No change | 223 | $84K |
| Running Point Capital Advisors, LLC | 0.03% | No change | 215 | $80K |
| Blue Bell Private Wealth Management, LLC | 0.02% | No change | 206 | $77K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | New | 204 | $76K |
| Godsey & Gibb, Inc. | 0.01% | Reduce -12.8% | 204 | $76K |
| Investors Research Corp | 0.02% | New | 204 | $76K |
| Wetzel Investment Advisors, Inc. | 0.04% | Reduce -2.2% | 220 | $76K |
| GW&K Investment Management, LLC | 0.00% | No change | 200 | $75K |
| Luken Investment Analytics, LLC | 0.04% | No change | 200 | $75K |
| Global Wealth Strategies & Associates | 0.03% | No change | 196 | $73K |
| Field & Main Bank | 0.03% | No change | 195 | $73K |
| City Holding Co. | 0.01% | No change | 186 | $70K |
| Riverview Trust Co | 0.06% | New | 182 | $68K |
| Red Lighthouse Investment Management, LLC | 0.03% | Reduce -7.3% | 177 | $66K |
| Brown, Lisle/Cummings, Inc. | 0.02% | No change | 174 | $65K |
| Grand Wealth Management, LLC | 0.04% | No change | 170 | $64K |
| Dunhill Financial, LLC | 0.04% | No change | 166 | $62K |
| Cordgrass Capital Advisors, LLC | 0.02% | Reduce -15.4% | 165 | $62K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 164 | $61K |
| Bellevue Asset Management, LLC | 0.03% | No change | 163 | $61K |
| Grove Bank & Trust | 0.01% | No change | 159 | $59K |
| Legend Financial Advisors, Inc. | 0.04% | Add +112.7% | 151 | $56K |
| Tradewinds Capital Management, LLC | 0.02% | No change | 150 | $56K |
| Briaud Financial Planning Inc | 0.03% | New | 150 | $56K |
| Painted Porch Advisors LLC | 0.03% | New | 149 | $56K |
| Morton Brown Family Wealth, LLC | 0.02% | No change | 143 | $53K |
| Pacific Center for Financial Services | 0.01% | No change | 139 | $52K |
| Avondale Wealth Management | 0.03% | No change | 133 | $50K |
| Monetary Management Group Inc. | 0.01% | Reduce -13.3% | 130 | $49K |
| Pension & Wealth Management Advisors, Inc. | 0.03% | No change | 127 | $48K |
| Orion Capital Management LLC | 0.03% | No change | 127 | $47K |
| MTM Investment Management, LLC | 0.02% | Reduce -81.7% | 120 | $45K |
| SYM FINANCIAL Corp | 0.01% | Add +37.9% | 120 | $45K |
| Stuart Chaussee & Associates, Inc. | 0.01% | No change | 116 | $43K |
| Tompkins Financial Corp. | 0.00% | Reduce -25.3% | 115 | $43K |
| Frazier Financial Advisors, LLC | 0.03% | New | 112 | $42K |
| TruNorth Capital Management, LLC | 0.01% | No change | 104 | $39K |
| Mitchell Sinkler & Starr | 0.01% | No change | 104 | $39K |
| Annapolis Financial Services, LLC | 0.01% | No change | 103 | $39K |
| Compass Wealth Management LLC | 0.01% | No change | 103 | $39K |
| Concord Wealth Partners | 0.01% | No change | 102 | $38K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.00% | No change | 100 | $38K |
| Versant Capital Management, Inc | 0.01% | No change | 100 | $37K |
| Resources Management Corp. /CT/ | 0.01% | No change | 100 | $37K |
| Arvest Investments, Inc. | 0.01% | No change | 98 | $37K |
| New England Capital Financial Advisors LLC | 0.02% | No change | 95 | $36K |
| CarsonAllaria Wealth Management, Ltd. | 0.02% | New | 92 | $34K |
| Ulland Investment Advisors, LLC | 0.03% | No change | 90 | $34K |
| Element Wealth, LLC | 0.02% | No change | 88 | $33K |
| NBT Bank, N.A. | 0.00% | No change | 88 | $33K |
| Nemes Rush Group LLC | 0.00% | No change | 87 | $33K |
| Keener Financial Planning LLC | 0.02% | No change | 83 | $31K |
| New Millennium Group LLC | 0.02% | New | 82 | $31K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 80 | $30K |
| Kiely Wealth Advisory Group, Inc. | 0.02% | No change | 83 | $29K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 70 | $26K |
| AlphaMark Advisors, LLC | 0.01% | New | 64 | $24K |
| Great Lakes Retirement, Inc. | 0.00% | New | 63 | $24K |
| Family Manage LLC | 0.00% | No change | 60 | $22K |
| Cyrus J. Lawrence, LLC | 0.00% | No change | 60 | $22K |
| Castleview Partners, LLC | 0.01% | No change | 58 | $22K |
| Triad Wealth Partners, LLC | 0.01% | New | 58 | $22K |
| AllSquare Wealth Management LLC | 0.01% | No change | 56 | $21K |
| Rice Partnership, LLC | 0.00% | No change | 51 | $19K |
| HighMark Wealth Management LLC | 0.01% | New | 50 | $19K |
| Thompson Investment Management, Inc. | 0.00% | No change | 50 | $19K |
| Paladin Advisory Group, LLC | 0.01% | No change | 49 | $18K |
| Balefire, LLC | 0.01% | New | 49 | $18K |
| Blume Capital Management, Inc. | 0.00% | No change | 45 | $17K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +40.6% | 45 | $17K |
| TCTC Holdings, LLC | 0.00% | No change | 42 | $16K |
| Gen-Wealth Partners Inc | 0.01% | No change | 38 | $14K |
| PFC Capital Group, Inc. | 0.01% | No change | 36 | $13K |
| Creative Capital Management Investments LLC | 0.01% | New | 32 | $12K |
| Peachtree Investment Partners, LLC | 0.00% | No change | 32 | $12K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 31 | $12K |
| Van Den Berg Management I, Inc. | 0.00% | No change | 29 | $11K |
| Chesapeake Asset Management LLC | 0.01% | No change | 25 | $9K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 25 | $9K |
| Cypress Capital, LLC | 0.00% | New | 25 | $9K |
| Transcendent Capital Group LLC | 0.01% | No change | 24 | $9K |
| DecisionPoint Financial, LLC | 0.00% | No change | 23 | $8K |
| Peoples Bank | 0.01% | No change | 22 | $8K |
| Raffa Wealth Management, LLC | 0.00% | Reduce -26.7% | 22 | $8K |
| Anfield Capital Management, LLC | 0.00% | Reduce -25.0% | 21 | $8K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | New | 18 | $7K |
| SIMA Wealth Partners, LLC | 0.01% | — | 17 | $6K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 17 | $6K |
| Front Row Advisors LLC | 0.00% | No change | 17 | $6K |
| ARK Investment Management | 0.00% | Reduce -97.3% | 16 | $6K |
| PSI Advisors, LLC | 0.00% | Add +6.7% | 16 | $6K |
| Dogwood Wealth Management LLC | 0.00% | New | 15 | $6K |
| Byrne Asset Management LLC | 0.00% | No change | 10 | $4K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 9 | $3K |
| Arlington Trust Co LLC | 0.00% | No change | 9 | $3K |
| Macroview Investment Management LLC | 0.00% | Reduce -98.0% | 8 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | New | 7 | $3K |
| Global Trust Asset Management, LLC | 0.00% | No change | 7 | $3K |
| Family Asset Management, LLC | 0.00% | No change | 6 | $2K |
| Delos Wealth Advisors, LLC | 0.00% | No change | 5 | $2K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 5 | $2K |
| RFP Financial Group LLC | 0.00% | No change | 3 | $1K |
| POM Investment Strategies, LLC | 0.00% | No change | 1 | $374 |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 1 | $374 |
| Roble, Belko & Company, Inc | 0.00% | New | 1 | $0 |
"% 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.