Vanguard Mrngstar GR ETF-SuiVUGETF
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 2,226 institutions reported holding Vanguard Mrngstar GR ETF-Sui (VUG) in their 13F filings, up 66 from Q2 2024. 117 opened new positions and 62 sold out. The largest holders were Bank of America Corp. ($16.8B), Jones Financial Companies LLLP ($8.9B) and Morgan Stanley ($5.3B). 7 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.1% 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 117 | $511.6M |
| Exits | 62 | $180.6M |
All 13F filers, Q2 2024 → Q3 2024: 8,660,693 shares bought and 9,853,054 shares sold, net −1,192,361 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,226 holders
| Bank of America Corp. | 1.47% | Add +1.5% | 43,773,367 | $16.8B |
| Jones Financial Companies LLLP | 9.08% | Add +0.8% | 23,148,042 | $8.9B |
| Morgan Stanley | 0.38% | Add +1.5% | 13,809,055 | $5.3B |
| Envestnet Asset Management Inc. | 1.03% | Reduce -0.9% | 8,274,945 | $3.2B |
| Financial Engines Advisors L.L.C. | 6.47% | Reduce -6.1% | 8,076,743 | $3.1B |
| Axiom Advisory, LLC | 25.20% | Add +9.3% | 7,251,690 | $2.7B |
| UBS Group AG | 0.62% | Add +3.0% | 5,791,023 | $2.2B |
| LPL Financial LLC | 0.85% | Add +0.9% | 4,986,268 | $1.9B |
| Tiaa Trust, National Association | 4.22% | Add +3.1% | 3,690,169 | $1.4B |
| Ameriprise Financial Inc. | 0.35% | Add +2.6% | 3,515,713 | $1.3B |
| Wells Fargo & Company | 0.32% | Add +0.9% | 3,463,992 | $1.3B |
| EP Wealth Advisors, LLC | 10.48% | Add +6.5% | 3,176,728 | $1.2B |
| FMR LLC | 0.07% | Reduce -1.1% | 2,865,153 | $1.1B |
| Mill Creek Capital Advisors, LLC | 24.83% | Add +0.8% | 2,685,044 | $1.0B |
| Rwa Wealth Partners, LLC | 12.42% | Reduce -0.7% | 2,592,688 | $995.4M |
| PNC Financial Services Group, Inc. | 0.57% | Reduce -0.4% | 2,345,281 | $900.4M |
| Bank of New York Mellon Corp | 0.14% | Reduce -3.1% | 1,963,349 | $753.8M |
| Royal Bank of Canada | 0.16% | Reduce -0.1% | 1,920,279 | $737.3M |
| Commonwealth Equity Services, LLC | 1.08% | Add +0.8% | 1,847,310 | $709.2M |
| D.A. Davidson & Co. | 5.56% | Add +0.2% | 1,751,348 | $672.4M |
| Balentine LLC | 26.21% | Add +0.8% | 1,733,164 | $665.4M |
| JPMorgan Chase & Co. | 0.05% | Add +11.9% | 1,680,340 | $645.1M |
| Mariner, LLC | 1.11% | Add +4.4% | 1,632,338 | $626.7M |
| Northwestern Mutual Wealth Management Co. | 0.55% | Add +0.6% | 1,613,392 | $619.4M |
| Sei Investments Co. | 0.78% | Reduce -0.3% | 1,564,007 | $600.5M |
| Goldman Sachs Group Inc. | 0.11% | Reduce -1.1% | 1,496,405 | $574.5M |
| Raymond James Financial Services Advisors, Inc. | 0.75% | Add +7.9% | 1,467,952 | $563.6M |
| HighTower Advisors, LLC | 0.79% | Reduce -1.0% | 1,401,370 | $538.0M |
| Performance Wealth Partners, LLC | 16.91% | Add +1.1% | 1,279,020 | $491.1M |
| Provida Pension Fund Administrator | 10.46% | Add +37.5% | 1,249,614 | $480.0M |
| Captrust Financial Advisors | 1.37% | Add +26.5% | 1,231,708 | $462.1M |
| Modera Wealth Management, LLC | 5.53% | Add +3.6% | 1,132,101 | $434.6M |
| Cetera Investment Advisers | 0.89% | Add +1.8% | 1,058,399 | $406.4M |
| Choreo, LLC | 5.80% | Add +1.9% | 1,056,838 | $395.5M |
| Truist Financial Corp. | 0.61% | Add +2.5% | 1,016,447 | $390.2M |
| Mission Wealth Management, LP | 9.59% | Add +1.6% | 1,009,915 | $387.7M |
| Charles Schwab Investment Management Inc. | 0.07% | Reduce -4.7% | 909,099 | $349.0M |
| Signature Estate & Investment Advisors LLC | 7.95% | Add +24.9% | 897,478 | $344.6M |
| Raymond James & Associates | 0.20% | Reduce -11.0% | 843,616 | $323.9M |
| CBIZ Investment Advisory Services, LLC | 16.79% | Reduce -2.0% | 842,060 | $323.3M |
| Osaic Holdings, Inc. | 0.69% | Reduce -6.6% | 795,799 | $305.7M |
| Equitable Holdings, Inc. | 2.96% | Add +3.0% | 795,706 | $305.5M |
| Sanctuary Advisors, LLC | 1.90% | Add +2.9% | 743,348 | $300.3M |
| MML Investors Services, LLC | 1.07% | Add +1.8% | 767,338 | $294.6M |
| Northeast Financial Consultants Inc | 12.83% | Reduce -0.0% | 764,366 | $293.5M |
| Moneta Group Investment Advisors LLC | 4.23% | Add +4.0% | 758,597 | $291.2M |
| Corient Private Wealth LP | 0.45% | Add +16.2% | 744,127 | $285.7M |
| Stifel Financial Corp. | 0.28% | Add +0.6% | 699,202 | $268.5M |
| Waverly Advisors, LLC | 4.35% | Reduce -0.7% | 614,221 | $235.8M |
| Cullen/Frost Bankers, Inc. | 3.05% | Add +0.8% | 582,689 | $223.7M |
| Avantax Advisory Services, Inc. | 1.44% | Add +14.0% | 571,195 | $219.3M |
| Mather Group, Llc. | 2.81% | Reduce -4.0% | 570,732 | $219.1M |
| Wealth Enhancement Advisory Services, LLC | 0.44% | Add +1.1% | 534,897 | $205.4M |
| Focus Partners Wealth | 0.65% | Add +215.5% | 533,235 | $204.6M |
| United Capital Financial Advisors, LLC | 1.68% | Reduce -0.2% | 530,975 | $203.9M |
| Merit Financial Group, LLC | 4.55% | Reduce -15.6% | 530,163 | $203.5M |
| Assetmark, Inc. | 0.58% | Reduce -0.6% | 527,696 | $202.6M |
| Retirement Investment Advisors, Inc. | 20.69% | Add +1.6% | 493,350 | $189.4M |
| Garde Capital, Inc. | 12.23% | Reduce -0.8% | 484,472 | $186.0M |
| Waldron Private Wealth LLC | 7.49% | Add +4.7% | 469,740 | $180.3M |
| Citigroup Inc. | 0.17% | Add +16.6% | 468,353 | $179.8M |
| Cambridge Investment Research Advisors, Inc. | 0.59% | Add +0.0% | 451,981 | $173.5M |
| Cwm, LLC | 0.70% | Reduce -1.4% | 426,128 | $163.6M |
| Two Sigma Investments, LP | 0.38% | Add +4.7% | 421,600 | $161.9M |
| Truepoint, Inc. | 4.34% | Reduce -2.5% | 421,089 | $161.7M |
| Kestra Advisory Services, LLC | 0.88% | Reduce -8.4% | 414,244 | $159.0M |
| Private Advisor Group, LLC | 0.98% | Add +0.4% | 411,467 | $158.0M |
| Woodmont Investment Counsel LLC | 11.69% | Add +2.1% | 404,612 | $155.3M |
| Brookstone Capital Management | 2.23% | Reduce -1.0% | 394,568 | $151.5M |
| NewEdge Advisors, LLC | 0.98% | Add +5.4% | 393,777 | $151.2M |
| Invictus Private Wealth, LLC | 11.80% | Add +1.2% | 388,206 | $149.0M |
| BOK Financial Private Wealth, Inc. | 10.72% | Add +6.8% | 385,802 | $148.1M |
| Smith Anglin Financial, LLC | 13.36% | Add +49394.9% | 361,313 | $138.7M |
| Envestnet Portfolio Solutions, Inc. | 0.44% | Reduce -1.2% | 352,521 | $135.3M |
| Wealthspire Advisors, LLC | 1.35% | Add +7.2% | 345,725 | $132.7M |
| Beacon Pointe Advisors, LLC | 1.46% | Add +1.9% | 330,238 | $126.8M |
| Bank of Hawaii | 5.19% | Reduce -2.7% | 323,456 | $124.2M |
| Avior Wealth Management, LLC | 4.94% | Add +2.3% | 323,397 | $124.1M |
| US Bancorp \de | 0.16% | Reduce -0.4% | 322,435 | $123.8M |
| Rezny Wealth Management, Inc. | 31.04% | Add +0.7% | 320,774 | $123.2M |
| Baird Financial Group, Inc. | 0.24% | Add +12.2% | 320,648 | $123.1M |
| Stephens Group Asset Management, LLC | 10.29% | Reduce -6.5% | 320,641 | $123.1M |
| Coldstream Capital Management Inc. | 2.63% | Reduce -1.3% | 317,389 | $121.9M |
| Howard Capital Management, LLC | 1.98% | Add +941.1% | 314,081 | $120.6M |
| Safeguard Financial, LLC | 27.62% | Add +7.7% | 305,291 | $117.2M |
| Mosaic Family Wealth Partners, LLC | 17.11% | Add +9.5% | 300,066 | $115.2M |
| Strategies Wealth Advisors, LLC | 14.92% | Reduce -3.9% | 290,429 | $111.5M |
| Mountain Capital Investment Advisors Inc. | 24.33% | Add +13.6% | 271,348 | $110.9M |
| Simon Quick Advisors, LLC | 6.90% | Add +2.1% | 284,504 | $109.2M |
| Cornerstone Management, Inc. | 22.55% | Reduce -1.0% | 281,452 | $108.1M |
| Mercer Global Advisors Inc. | 0.25% | Reduce -1.1% | 285,030 | $108.0M |
| Atria Wealth Solutions, Inc. | 1.15% | Reduce -10.9% | 274,365 | $105.3M |
| Creative Planning | 0.10% | Add +1.4% | 271,283 | $104.2M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1.11% | No change | 269,713 | $103.6M |
| Manufacturers Life Insurance Company, The | 0.09% | Reduce -6.1% | 261,709 | $100.5M |
| CENTRAL TRUST Co | 2.33% | Reduce -3.7% | 258,940 | $99.4M |
| Alliancebernstein L.P. | 0.03% | Reduce -2.4% | 253,552 | $97.3M |
| Trust Co of Tennessee | 32.40% | Reduce -1.2% | 253,037 | $97.1M |
| Financial Synergies Wealth Advisors, Inc. | 11.91% | Add +1.3% | 249,888 | $95.9M |
| Orion Porfolio Solutions, LLC | 0.95% | Reduce -5.1% | 247,715 | $95.1M |
| Orion Portfolio Solutions, LLC | 0.95% | Reduce -5.1% | 247,715 | $95.1M |
| Rockefeller Capital Management L.P. | 0.25% | Reduce -0.6% | 243,447 | $93.5M |
| White Lighthouse Investment Management Inc. | 16.20% | Reduce -0.1% | 235,332 | $90.3M |
| Martel Wealth Advisors LLC | 18.27% | Reduce -2.9% | 233,026 | $89.3M |
| Fifth Third Bancorp | 0.32% | Reduce -1.9% | 231,369 | $88.8M |
| Relyea Zuckerberg Hanson LLC | 13.50% | Add +3.2% | 231,013 | $88.7M |
| Venturi Wealth Management, LLC | 4.59% | Reduce -35.0% | 228,524 | $87.7M |
| Bessemer Group Inc. | 0.14% | Add +1.4% | 228,504 | $87.7M |
| Brandywine Oak Private Wealth LLC | 8.47% | Add +2.0% | 227,847 | $87.5M |
| Summit Financial, LLC | 3.37% | Reduce -6.2% | 223,916 | $86.0M |
| Vista Capital Partners, Inc. | 9.93% | Reduce -3.3% | 223,608 | $85.8M |
| Glenmede Trust Co. NA | 0.41% | Reduce -1.5% | 221,896 | $85.2M |
| Pathstone Holdings, LLC | 0.38% | Reduce -0.3% | 220,542 | $84.7M |
| Cerity Partners LLC | 0.18% | Add +5.3% | 216,833 | $83.2M |
| Betterment LLC | 0.20% | Add +7.5% | 216,718 | $83.2M |
| CSM Advisors, LLC | 5.34% | Add +0.5% | 212,687 | $81.7M |
| Steward Partners Investment Advisory, LLC | 0.75% | Add +1.9% | 210,553 | $80.8M |
| Permanens Capital L.P. | 16.28% | Reduce -48.2% | 208,790 | $80.2M |
| RMR Wealth Builders | 8.45% | Add +4.0% | 207,605 | $79.7M |
| NSI Retail Advisors, LLC | 11.82% | No change | 206,787 | $79.4M |
| Becker Capital Management Inc. | 2.53% | Add +1.9% | 202,806 | $77.9M |
| Corrigan Financial, Inc. | 17.56% | Add +0.0% | 199,418 | $76.6M |
| B. Riley Wealth Advisors, Inc. | 2.13% | Reduce -8.9% | 200,293 | $76.5M |
| CreativeOne Wealth, LLC | 2.52% | Add +7.5% | 193,076 | $74.1M |
| HCR Wealth Advisors | 9.70% | Add +0.9% | 192,985 | $74.1M |
| Blair William & Co. | 0.22% | Reduce -0.5% | 192,550 | $73.9M |
| Cable Hill Partners, LLC | 7.21% | Reduce -4.8% | 190,865 | $73.3M |
| Campbell Wealth Management | 6.50% | New | 190,110 | $73.0M |
| Natixis Advisors, LLC | 0.14% | Add +11.4% | 184,472 | $70.8M |
| Atria Investments, Inc | 0.87% | Reduce -7.5% | 181,524 | $69.7M |
| Cresset Asset Management, LLC | 0.26% | Add +3.2% | 176,680 | $67.8M |
| Trust Co | 8.06% | Reduce -8.3% | 174,522 | $67.0M |
| HTLF Bank | 7.25% | Reduce -4.1% | 173,979 | $66.8M |
| Two Sigma Advisers, LP | 0.16% | Reduce -42.3% | 172,800 | $66.3M |
| Crane Advisory, LLC | 11.98% | Add +4.0% | 172,037 | $66.3M |
| Jentner Corp | 20.13% | Reduce -2.1% | 171,262 | $65.8M |
| Hirtle & Co., LLC | 3.09% | Reduce -3.6% | 170,158 | $65.3M |
| Allworth Financial LP | 0.40% | Add +1.3% | 169,085 | $64.9M |
| Signaturefd, LLC | 1.22% | Add +2.3% | 166,961 | $64.1M |
| Janney Montgomery Scott LLC | 0.18% | Reduce -1.6% | 166,237 | $63.8M |
| Pasadena Private Wealth, LLC | 13.29% | Reduce -4.9% | 162,666 | $62.5M |
| Sequoia Financial Advisors, LLC | 0.67% | Add +4.2% | 161,438 | $62.0M |
| Sage Financial Group Inc. | 5.05% | Reduce -4.9% | 160,865 | $61.8M |
| Nadler Financial Group, Inc. | 6.78% | Reduce -0.2% | 160,090 | $61.5M |
| EverSource Wealth Advisors, LLC | 3.89% | Add +4.7% | 159,736 | $61.3M |
| Northern Trust Corp. | 0.01% | Add +4.1% | 159,157 | $61.1M |
| Venture Visionary Partners LLC | 2.70% | Add +4.4% | 158,528 | $60.9M |
| Veltria Advisors Corp. | 23.86% | No change | 157,561 | $60.5M |
| Blue Edge Capital, LLC | 9.40% | Reduce -2.5% | 157,109 | $60.3M |
| Destination Wealth Management | 1.87% | Reduce -1.1% | 156,777 | $60.2M |
| Cambridge Associates LLC /Ma/ | 2.23% | No change | 155,193 | $59.6M |
| Vanguard Group Inc. | 0.00% | Add +20.9% | 153,667 | $59.0M |
| McIlrath & Eck, LLC | 7.59% | Add +3.0% | 153,538 | $58.9M |
| Pinnacle Financial Partners Inc | 1.17% | Add +1.4% | 152,206 | $58.4M |
| Chicago Partners Investment Group LLC | 2.08% | Add +1.4% | 150,117 | $58.3M |
| Florida Trust Wealth Management Co | 1.84% | Reduce -0.4% | 149,820 | $57.5M |
| NorthCoast Asset Management LLC | 0.40% | Add +1141.9% | 158,438 | $57.4M |
| Comerica Bank | 0.23% | Add +1.7% | 149,435 | $57.4M |
| Stevens Capital Partners | 26.98% | Add +2.5% | 147,149 | $56.5M |
| Partners in Financial Planning | 11.24% | Reduce -1.1% | 145,090 | $55.7M |
| Clark Asset Management, LLC | 11.96% | Add +22.2% | 144,988 | $55.7M |
| Kestra Private Wealth Services, LLC | 1.02% | Add +14.5% | 144,545 | $55.5M |
| Total Wealth Planning, LLC | 8.47% | Add +2.8% | 141,449 | $54.3M |
| Condor Capital Management | 4.88% | Add +0.8% | 141,386 | $54.3M |
| Cahill Financial Advisors Inc. | 7.41% | Add +10.1% | 141,137 | $54.2M |
| Peninsula Wealth, LLC | 9.42% | Reduce -2.1% | 138,535 | $53.9M |
| Strata Wealth Advisors, LLC | 16.80% | Reduce -1.3% | 136,110 | $52.3M |
| Strategic Investment Advisors / MI | 5.63% | Add +3.0% | 133,792 | $51.4M |
| Presilium Private Wealth, LLC | 11.59% | Add +4.9% | 131,090 | $50.3M |
| Systematic Alpha Investments, LLC | 1.83% | No change | 130,672 | $50.2M |
| One Day In July LLC | 5.63% | Add +9.5% | 130,395 | $50.1M |
| Affinity Capital Advisors, LLC | 9.68% | Add +6.1% | 130,169 | $50.0M |
| Inspirion Wealth Advisors, LLC | 6.94% | Add +0.5% | 129,192 | $49.6M |
| Stephens Inc. | 0.70% | Add +6.3% | 128,504 | $49.3M |
| Silvercrest Asset Management Group LLC | 0.33% | Reduce -6.5% | 128,075 | $49.2M |
| Magnus Financial Group LLC | 5.01% | Add +6.6% | 127,744 | $49.0M |
| Kensington Asset Management, LLC | 2.69% | New | 127,900 | $49.0M |
| Cary Street Partners Investment Advisory LLC | 1.77% | Add +0.8% | 146,774 | $48.3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 1.31% | Reduce -1.5% | 125,630 | $48.2M |
| Trustmark Bank Trust Department | 3.63% | Add +2.3% | 125,151 | $48.0M |
| Pathway Financial Advisors LLC | 11.97% | Add +0.7% | 121,534 | $46.7M |
| Principle Wealth Partners LLC | 3.31% | Reduce -0.7% | 121,492 | $46.6M |
| IFP Advisors, Inc | 1.66% | Add +17.5% | 119,912 | $46.0M |
| Strategic Blueprint, LLC | 2.86% | Reduce 0.0% | 119,420 | $45.8M |
| TL Private Wealth | 20.45% | Reduce -0.5% | 120,541 | $45.7M |
| Bank of Montreal | 0.02% | Reduce -2.8% | 119,456 | $45.7M |
| CFS Investment Advisory Services, LLC | 3.78% | Reduce -52.3% | 117,078 | $45.0M |
| First Horizon Advisors, Inc. | 1.25% | Add +3.0% | 117,056 | $44.9M |
| Brickley Wealth Management | 9.09% | Reduce -0.1% | 116,001 | $44.5M |
| Bokf, NA | 0.79% | Add +4.4% | 117,440 | $44.5M |
| Connecticut Wealth Management, LLC | 2.15% | Reduce -0.1% | 115,472 | $44.3M |
| Advisory Services Network, LLC | 0.91% | No change | 118,172 | $44.2M |
| Fee-Only Financial Planning, L.C. | 28.29% | Reduce -3.2% | 115,025 | $44.2M |
| Private Portfolio Partners LLC | 8.19% | New | 113,834 | $43.7M |
| MBM Wealth Consultants, LLC | 13.72% | Add +1.0% | 113,317 | $43.5M |
| Strategic Investment Solutions, Inc. | 13.04% | Add +1.1% | 113,224 | $43.5M |
| Chaney Capital Management, Inc. | 24.19% | Add +12.0% | 112,275 | $43.1M |
| One Capital Management, LLC | 1.34% | Reduce -0.2% | 109,463 | $42.0M |
| DAVENPORT & Co LLC | 0.25% | Add +4.5% | 109,114 | $41.9M |
| American Investment Services, Inc. | 6.91% | Add +4.5% | 107,693 | $41.3M |
| Grey Fox Wealth Advisors, LLC | 11.45% | Add +16.7% | 109,836 | $41.1M |
| Archford Capital Strategies, LLC | 6.19% | Add +3.5% | 104,747 | $41.1M |
| M&T Bank Corp | 0.13% | Add +55.0% | 106,805 | $41.0M |
| Gleason Group, Inc. | 7.43% | Add +0.8% | 105,608 | $40.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3.43% | Add +16.1% | 104,920 | $40.3M |
| First Pacific Financial | 9.41% | Reduce -0.7% | 104,791 | $40.2M |
| SP Asset Management LLC | 3.33% | Add +0.1% | 104,513 | $40.1M |
| Townsquare Capital LLC | 0.47% | Add +4.5% | 102,881 | $39.5M |
| Acorn Financial Advisory Services Inc. | 6.93% | Reduce -1.6% | 101,967 | $39.1M |
| Penserra Capital Management LLC | 0.84% | Reduce -22.7% | 101,403 | $38.9M |
| Jacobsen Capital Management | 16.17% | Reduce -1.4% | 100,078 | $38.4M |
| Summit Financial Wealth Advisors, LLC | 7.18% | Reduce -0.9% | 99,764 | $38.3M |
| Certified Advisory Corp | 4.20% | Add +0.3% | 98,644 | $37.9M |
| Scott Capital Advisors, LLC | 10.73% | Reduce -0.5% | 98,527 | $37.8M |
| Global Strategic Investment Solutions, LLC | 4.42% | Reduce -0.2% | 98,404 | $37.8M |
| Wolff Financial Management LLC | 10.22% | New | 97,980 | $37.6M |
| Arax Advisory Partners | 3.35% | Reduce -4.3% | 97,783 | $37.5M |
| Benchmark Wealth Management, LLC | 18.47% | Reduce -3.2% | 97,395 | $37.4M |
| Golden Road Advisors LLC | 28.98% | Reduce -0.9% | 96,383 | $37.0M |
| Bishop & Co Investment Management, LLC | 14.05% | New | 96,105 | $36.9M |
| Cornerstone Wealth Advisors, Inc. | 10.12% | Add +0.7% | 94,789 | $36.4M |
| Nwam LLC | 2.22% | New | 94,708 | $36.4M |
| Exencial Wealth Advisors, LLC | 1.31% | Add +1.2% | 94,630 | $36.3M |
| Old Mission Investment Co LLC | 10.98% | Reduce -0.2% | 93,110 | $35.7M |
| PFG Advisors | 2.25% | Reduce -2.6% | 93,064 | $35.7M |
| Legacies Wealth LLC | 28.18% | Add +3.9% | 92,395 | $35.5M |
| MAI Capital Management | 0.34% | Reduce -5.4% | 91,636 | $35.2M |
| Ieq Capital, LLC | 0.43% | Add +1.1% | 91,443 | $35.1M |
| Thrivent Financial for Lutherans | 0.07% | Add +38.2% | 91,283 | $35.0M |
| Franklin Resources Inc. | 0.01% | Reduce -1.6% | 86,258 | $33.8M |
| GenWealth Group, Inc. | 7.75% | Reduce -1.1% | 87,764 | $33.7M |
| Duncan Williams Asset Management, LLC | 18.08% | Add +14.6% | 85,472 | $32.8M |
| Stratos Wealth Advisors, LLC | 1.50% | Add +23.6% | 84,880 | $32.6M |
| Mainsail Asset Management, LLC | 23.76% | Add +0.3% | 83,487 | $32.1M |
| LVW Advisors, LLC | 4.09% | Reduce -0.7% | 83,220 | $32.0M |
| Beacon Capital Management, LLC | 4.51% | Add +4.3% | 82,708 | $31.8M |
| Schechter Investment Advisors, LLC | 2.30% | Reduce -0.7% | 81,282 | $31.2M |
| Evergreen Capital Management LLC | 1.05% | Reduce -4.1% | 81,195 | $31.2M |
| TD Capital Management LLC | 3.12% | Reduce -0.4% | 81,041 | $31.1M |
| Berkshire Money Management, Inc. | 3.50% | Add +1.9% | 79,701 | $30.6M |
| Financial Planning & Information Services, Inc. | 4.21% | Add +9.1% | 79,650 | $30.6M |
| TD Private Client Wealth LLC | 0.87% | Reduce -1.7% | 79,135 | $30.4M |
| Wealthspan Partners, LLC | 14.99% | Add +2.1% | 79,111 | $30.4M |
| GoalVest Advisory LLC | 8.63% | Add +4.4% | 78,152 | $30.0M |
| Aire Advisors, LLC | 6.60% | Reduce -2.5% | 77,696 | $29.8M |
| Anderson Hoagland & Co. | 3.04% | Reduce -2.0% | 77,678 | $29.8M |
| Legacy Financial Group, Inc. | 10.04% | Add +4.5% | 77,120 | $29.5M |
| &partners | 0.57% | Add +135.7% | 76,647 | $29.4M |
| Tritonpoint Wealth, LLC | 2.68% | Add +14.8% | 76,768 | $29.3M |
| Mgo One Seven LLC | 1.27% | Add +20.8% | 76,380 | $29.3M |
| R. W. Roge & Company, Inc. | 15.63% | Add +0.3% | 76,207 | $29.3M |
| Sandbox Financial Partners, LLC | 10.28% | Add +3.1% | 75,635 | $29.0M |
| Tobias Financial Advisors, Inc. | 5.81% | Add +1.9% | 75,503 | $29.0M |
| DeDora Capital, Inc. | 7.99% | Reduce -0.4% | 74,469 | $28.6M |
| Blankinship & Foster, LLC | 6.98% | Reduce -2.0% | 74,370 | $28.6M |
| Concurrent Investment Advisors, LLC | 0.85% | Add +32.0% | 74,269 | $28.5M |
| AE Wealth Management LLC | 0.26% | Reduce -6.3% | 73,873 | $28.4M |
| JNBA Financial Advisors | 2.85% | Add +2.2% | 73,654 | $28.3M |
| Destiny Wealth Partners, LLC | 4.96% | Reduce -1.0% | 73,646 | $28.3M |
| Robertson Stephens Wealth Management, LLC | 1.04% | Reduce -12.6% | 73,573 | $28.2M |
| Wealthfront Advisers LLC | 0.09% | Add +13.4% | 73,136 | $28.1M |
| Trek Financial, LLC | 2.07% | Reduce -35.8% | 72,185 | $27.7M |
| Alpine Bank Wealth Management | 4.41% | — | 71,893 | $27.6M |
| Ellis Investment Partners, LLC | 5.32% | Add +0.8% | 71,115 | $27.3M |
| Parker Financial LLC | 13.68% | Reduce -6.3% | 70,927 | $27.3M |
| Whitegate Investment Counselors, Inc. | 7.18% | Reduce -0.5% | 70,506 | $27.1M |
| Financial Advisory Partners, LLC | 8.98% | Add +2.1% | 70,422 | $27.0M |
| Fifth Third Securities, Inc. | 2.55% | Reduce -2.0% | 70,212 | $27.0M |
| CoreCap Advisors, LLC | 1.26% | New | 69,604 | $26.7M |
| Stratos Investment Management, LLC | 1.86% | Add +15.3% | 69,557 | $26.7M |
| Cambridge Capital Management, LLC | 17.57% | Add +0.7% | 69,548 | $26.7M |
| Newton One Investments LLC | 10.65% | Add +23.4% | 69,214 | $26.6M |
| Cassady Schiller Wealth Management, LLC | 9.72% | Add +29.1% | 69,200 | $26.6M |
| Evolution Advisers, Inc. | 14.46% | Reduce -1.9% | 69,175 | $26.6M |
| Great Valley Advisor Group, Inc. | 0.65% | Add +2.6% | 68,912 | $26.5M |
| Foundations Investment Advisors, LLC | 0.55% | Reduce -14.5% | 68,720 | $26.4M |
| J.W. Cole Advisors, Inc. | 1.09% | Add +3.8% | 67,964 | $26.1M |
| Capital Wealth Management, LLC | 11.12% | Reduce -3.8% | 67,587 | $25.9M |
| Brown Advisory Inc. | 0.03% | Add +2.1% | 67,340 | $25.9M |
| Rise Advisors, LLC | 12.39% | Add +5.8% | 67,339 | $25.9M |
| Acorn Creek Capital LLC | 13.68% | Add +2.2% | 67,206 | $25.8M |
| Hill Island Financial LLC | 7.78% | Add +0.6% | 66,991 | $25.7M |
| Vantagepoint Investment Advisers LLC | 3.30% | Reduce -30.1% | 66,990 | $25.7M |
| Towerpoint Wealth, LLC | 12.13% | Reduce -1.9% | 66,660 | $25.6M |
| Creative Financial Designs Inc. | 2.14% | Add +7.1% | 66,169 | $25.4M |
| Warner Financial, Inc. | 11.22% | Add +1.3% | 65,896 | $25.3M |
| Mitchell McLeod Pugh & Williams Inc. | 5.24% | Add +5.3% | 65,412 | $25.1M |
| Synovus Financial Corp. | 0.29% | Add +98.9% | 65,265 | $25.1M |
| Procyon Advisors, LLC | 1.72% | Add +0.2% | 65,014 | $25.0M |
| HB Wealth Management, LLC | 0.27% | Reduce -2.2% | 64,983 | $24.9M |
| Cannon Financial Strategists, Inc. | 4.36% | Reduce -0.7% | 64,919 | $24.9M |
| Arcadia Wealth Management, LLC | 13.10% | Add +7.7% | 64,801 | $24.9M |
| EMC Capital Management | 16.29% | Add +194.3% | 47,445 | $24.8M |
| Lake Street Private Wealth, LLC | 3.99% | Reduce -0.9% | 64,377 | $24.7M |
| Websterrogers Financial Advisors, LLC | 8.64% | Add +0.1% | 64,296 | $24.7M |
| FWG Holdings, LLC | 12.20% | Add +3.1% | 62,463 | $24.6M |
| Dakota Wealth Management | 0.55% | Reduce -20.0% | 63,789 | $24.5M |
| Joel Isaacson & Co., LLC | 1.16% | Add +7.2% | 63,147 | $24.2M |
| Everett Harris & Co. | 0.30% | Add +5.0% | 63,124 | $24.2M |
| Beaumont Financial Advisors, LLC | 1.89% | Reduce -1.2% | 62,920 | $24.2M |
| Waypoint Capital Advisors, LLC | 5.14% | Add +7.5% | 62,881 | $24.1M |
| Harbour Investments, Inc. | 0.73% | Add +35.4% | 62,794 | $24.1M |
| Brown Wealth Management, LLC | 8.61% | Add +5.1% | 62,176 | $23.9M |
| Hiley Hunt Wealth Management | 13.67% | Reduce -0.7% | 62,164 | $23.9M |
| Forvis Mazars Wealth Advisors, LLC | 0.54% | Reduce -0.6% | 60,910 | $23.4M |
| Bragg Financial Advisors, Inc | 0.96% | Add +3.5% | 60,466 | $23.2M |
| Taylor Financial Group, Inc. | 15.99% | Reduce -0.5% | 60,262 | $23.1M |
| Stephen J. Garry & Associates, LLC | 21.94% | Add +2.1% | 60,127 | $23.1M |
| Clayton Financial Group LLC | 8.62% | Reduce -4.7% | 59,991 | $23.0M |
| Advisors Capital Management, LLC | 0.37% | Reduce -13.8% | 59,356 | $22.8M |
| Waterford Advisors, LLC | 11.57% | Reduce -0.6% | 59,098 | $22.7M |
| Perigon Wealth Management, LLC | 0.61% | Add +24.3% | 58,897 | $22.6M |
| OneDigital Investment Advisors LLC | 0.26% | Reduce -2.0% | 58,764 | $22.6M |
| Integrated Wealth Concepts LLC | 0.27% | Add +1.6% | 58,750 | $22.6M |
| Members Trust Co | 0.73% | Add +0.7% | 58,615 | $22.5M |
| Commerce Bank | 0.14% | Add +9.1% | 58,179 | $22.3M |
| Sovereign Financial Group, Inc. | 5.22% | Add +1.1% | 58,140 | $22.3M |
| Dynasty Wealth Management, LLC | 0.67% | New | 419,106 | $22.2M |
| Retirement Planning Group, LLC | 1.21% | Add +18.7% | 57,672 | $22.1M |
| Moneco Advisors, LLC | 2.75% | Reduce -0.5% | 57,542 | $22.1M |
| Tilson Financial Group, Inc. | 9.48% | New | 56,969 | $21.9M |
| Marino, Stram & Associates LLC | 4.87% | Add +2.7% | 56,837 | $21.8M |
| Aspire Private Capital, LLC | 5.14% | Add +1.0% | 56,211 | $21.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.09% | Add +20.9% | 56,000 | $21.4M |
| Francis Financial, Inc. | 5.64% | Add +11.2% | 55,566 | $21.3M |
| Meridian Wealth Management, LLC | 1.05% | New | 55,585 | $21.3M |
| Global Retirement Partners, LLC | 0.64% | Reduce -3.7% | 55,539 | $21.3M |
| Associated Banc-Corp | 0.62% | Add +5.2% | 55,262 | $21.2M |
| VestGen Investment Management | 5.92% | Reduce -5.3% | 55,033 | $21.1M |
| Marmo Financial Group, LLC | 11.19% | New | 54,655 | $21.0M |
| Oppenheimer & Co. Inc. | 0.32% | Reduce -0.5% | 54,461 | $20.9M |
| Cary Street Partners Asset Management LLC | 2.75% | Reduce -2.7% | 54,364 | $20.9M |
| Regent Peak Wealth Advisors LLC | 4.77% | Add +0.7% | 54,154 | $20.8M |
| Mesirow Financial Investment Management, Inc. | 0.40% | Reduce -25.8% | 53,345 | $20.5M |
| Bay Harbor Wealth Management, LLC | 6.69% | Reduce -8.2% | 53,312 | $20.5M |
| Market Street Wealth Management Advisors LLC | 3.32% | Reduce -0.9% | 52,612 | $20.2M |
| First Heartland Consultants, Inc. | 2.16% | Reduce -0.0% | 52,259 | $20.1M |
| Noble Family Wealth, LLC | 5.37% | Reduce -8.8% | 52,031 | $20.0M |
| Prospera Financial Services Inc | 0.51% | Reduce -7.5% | 51,908 | $19.9M |
| Etfidea, LLC | 6.29% | Reduce -0.3% | 51,796 | $19.9M |
| Veery Capital, LLC | 7.42% | Reduce -0.9% | 51,500 | $19.8M |
| Gray Wealth Management Inc. | 7.77% | Add +4.3% | 51,245 | $19.7M |
| Allspring Global Investments Holdings, LLC | 0.03% | No change | 50,756 | $19.5M |
| Kohmann Bosshard Financial Services, LLC | 2.42% | Reduce -0.9% | 50,669 | $19.5M |
| Platte River Wealth Advisors, LLC | 5.21% | Add +3.8% | 50,534 | $19.4M |
| Beacon Financial Group | 2.10% | Add +7.0% | 50,103 | $19.2M |
| B&D White Capital Company, LLC | 3.31% | Add +110.2% | 49,975 | $19.2M |
| Cutler Investment Counsel LLC | 2.42% | Add +7.8% | 49,933 | $19.2M |
| Regal Investment Advisors LLC | 1.34% | Add +3.2% | 49,795 | $19.1M |
| Signet Financial Management, LLC | 2.42% | Reduce -0.1% | 49,475 | $19.0M |
| Yeomans Consulting Group, Inc. | 7.06% | Reduce -9.7% | 49,209 | $18.9M |
| Heartwood Wealth Advisors LLC | 2.08% | Add +0.4% | 49,003 | $18.8M |
| Tenret Co LLC | 11.79% | Add +0.5% | 48,806 | $18.7M |
| Baron Silver Stevens Financial Advisors, LLC | 3.26% | Add +4.0% | 48,667 | $18.7M |
| Prime Capital Investment Advisors, LLC | 0.26% | Reduce -2.8% | 48,320 | $18.6M |
| Neuberger Berman Group LLC | 0.01% | Reduce -3.1% | 48,253 | $18.5M |
| Legacy Edge Advisors, LLC | 2.90% | Add +0.4% | 47,244 | $18.1M |
| Milestone Investment Advisors LLC | 5.07% | Reduce -1.0% | 47,117 | $18.1M |
| Karpus Management, Inc. | 0.50% | Add +144.4% | 47,056 | $18.1M |
| Spreng Capital Management, Inc. | 8.62% | Add +271.6% | 46,959 | $18.0M |
| Investment Advisory Group, LLC | 6.25% | Add +3.7% | 46,936 | $18.0M |
| Manchester Capital Management LLC | 2.10% | Add +0.0% | 46,740 | $17.9M |
| Black Diamond Financial, LLC | 3.04% | Reduce -1.0% | 46,705 | $17.9M |
| IVC Wealth Advisors LLC | 9.76% | Reduce -2.2% | 46,467 | $17.8M |
| Onyx Bridge Wealth Group LLC | 2.69% | Add +10.5% | 46,416 | $17.8M |
| Prosperity Planning, Inc. | 7.76% | Reduce -0.1% | 45,438 | $17.4M |
| Wealth Alliance Advisory Group, LLC | 3.66% | Add +0.0% | 45,378 | $17.4M |
| Robinswood Financial LLC | 6.35% | Add +3.6% | 44,505 | $17.1M |
| Financial Insights, Inc. | 5.51% | Reduce -9.3% | 44,064 | $16.9M |
| Advantage Trust Co | 11.45% | Reduce -0.8% | 43,917 | $16.9M |
| Wellington Management Group LLP | 0.00% | Add +220.0% | 43,883 | $16.8M |
| Guardian Capital Advisors LP | 1.66% | Add +3.1% | 44,450 | $16.8M |
| Dominguez Wealth Management Solutions, Inc. | 12.12% | Reduce -4.2% | 43,616 | $16.7M |
| RFG Advisory, LLC | 0.51% | Reduce -16.8% | 43,598 | $16.7M |
| Dagco, Inc. | 6.87% | Reduce -0.1% | 43,591 | $16.7M |
| Financial Advocates Investment Management | 0.95% | Reduce -5.5% | 43,702 | $16.7M |
| GenTrust, LLC | 0.82% | Add +22.4% | 43,559 | $16.7M |
| Mutual Advisors, LLC | 0.49% | Reduce -21.9% | 42,442 | $16.6M |
| IAG Wealth Partners, LLC | 3.06% | Reduce -6.4% | 43,173 | $16.6M |
| Leeward Financial Partners, LLC | 6.24% | Add +1.9% | 43,103 | $16.5M |
| BTC Capital Management, Inc. | 1.46% | Reduce -0.8% | 42,837 | $16.4M |
| Salomon & Ludwin, LLC | 1.66% | Reduce -5.0% | 42,474 | $16.3M |
| CIBC Private Wealth Group LLC | 0.03% | Add +1.2% | 42,435 | $16.3M |
| Pinion Investment Advisors, LLC | 6.82% | Add +8.2% | 42,408 | $16.3M |
| Sowell Financial Services LLC | 0.74% | Reduce -11.8% | 41,514 | $15.9M |
| Lokken Investment Group LLC | 6.58% | Add +3.2% | 41,115 | $15.8M |
| Silicon Valley Capital Partners | 2.05% | Reduce -7.8% | 41,025 | $15.8M |
| Kennicott Capital Management LLC | 5.97% | Add +0.3% | 40,564 | $15.6M |
| Topel & Distasi Wealth Management, LLC | 6.45% | Reduce -0.2% | 40,555 | $15.6M |
| Gill Capital Partners, LLC | 5.56% | Add +3.7% | 40,476 | $15.5M |
| Quotient Wealth Partners, LLC | 0.51% | Reduce -3.3% | 40,293 | $15.5M |
| AdvisorNet Financial, Inc | 1.15% | Add +9.2% | 40,231 | $15.4M |
| Planning Alternatives Ltd. | 2.34% | Reduce -1.1% | 40,045 | $15.4M |
| O'Brien Wealth Partners LLC | 3.01% | Add +26.9% | 39,999 | $15.4M |
| Roof Eidam Maycock Peralta, LLC | 3.90% | Reduce -17.1% | 39,895 | $15.3M |
| Cedrus LLC | 5.67% | Add +8.3% | 39,833 | $15.3M |
| Royal Fund Management, LLC | 1.08% | New | 39,768 | $15.3M |
| Impact Partnership Wealth, LLC | 3.44% | Add +43.8% | 39,744 | $15.3M |
| Keeler & Nadler Financial Planning & Wealth Management | 7.39% | Add +0.1% | 39,516 | $15.2M |
| Cyndeo Wealth Partners, LLC | 1.05% | Add +21.6% | 39,013 | $15.0M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2.26% | Reduce -8.2% | 38,813 | $14.9M |
| Werba Rubin Papier Wealth Management | 3.50% | Add +2.9% | 38,809 | $14.9M |
| FC Advisory LLC | 5.00% | Reduce -2.2% | 38,730 | $14.9M |
| Stratos Wealth Partners, LTD. | 0.21% | Reduce -0.7% | 38,310 | $14.7M |
| REAP Financial Group, LLC | 3.60% | Reduce -1.3% | 38,273 | $14.7M |
| Leonard Rickey Investment Advisors P.L.L.C. | 3.33% | Add +0.9% | 38,245 | $14.7M |
| Mechanics Bank Trust Department | 1.95% | Reduce -2.0% | 38,101 | $14.6M |
| Stage Harbor Financial, LLC | 13.27% | Reduce -1.1% | 37,477 | $14.6M |
| Olistico Wealth, LLC | 8.88% | Reduce -3.5% | 37,866 | $14.5M |
| Falcon Wealth Planning | 1.70% | Reduce -0.9% | 37,771 | $14.5M |
| DDFG, Inc | 4.14% | Reduce -2.2% | 37,770 | $14.5M |
| Savant Capital, LLC | 0.12% | Add +4.0% | 37,450 | $14.4M |
| Horizon Family Wealth, Inc. | 10.20% | Reduce -0.6% | 37,223 | $14.3M |
| Koshinski Asset Management, Inc. | 1.23% | Add +4.6% | 37,130 | $14.3M |
| Matrix Private Capital Group LLC | 8.20% | Add +1.8% | 37,066 | $14.2M |
| Elevatus Welath Management | 4.63% | Add +338.0% | 36,870 | $14.2M |
| 25 LLC | 6.12% | Add +1.0% | 36,729 | $14.1M |
| Financial Counselors Inc. | 0.21% | Add +0.3% | 36,467 | $14.0M |
| Watershed Private Wealth LLC | 5.58% | Add +1.9% | 36,460 | $14.0M |
| Cora Capital Advisors LLC | 6.89% | Reduce -0.9% | 36,423 | $14.0M |
| Howard Wealth Management, LLC | 8.08% | Add +0.7% | 36,166 | $13.9M |
| Romano Brothers and Company | 1.73% | Add +8.5% | 36,114 | $13.9M |
| Baltimore-Washington Financial Advisors, Inc. | 0.75% | Add +8.0% | 36,069 | $13.8M |
| LaSalle St. Investment Advisors, LLC | 5.44% | Add +8.1% | 36,040 | $13.8M |
| Aries Wealth Management | 3.79% | Add +11.5% | 35,893 | $13.8M |
| Consolidated Portfolio Review Corp | 3.07% | Reduce -2.8% | 35,822 | $13.8M |
| Safir Wealth Advisors, LLC | 10.54% | Reduce -0.9% | 35,694 | $13.7M |
| AlphaStar Capital Management, LLC | 1.09% | Add +29.4% | 35,692 | $13.7M |
| Great Diamond Partners, LLC | 3.48% | Reduce -7.0% | 35,682 | $13.7M |
| Gemmer Asset Management LLC | 1.37% | Add +0.9% | 35,586 | $13.7M |
| Financial Connections Group, Inc. | 6.68% | Reduce -0.1% | 35,412 | $13.6M |
| Snowden Capital Advisors LLC | 0.41% | Reduce -0.6% | 35,328 | $13.6M |
| Addison Advisors LLC | 3.74% | Add +2.0% | 35,100 | $13.5M |
| O'shaughnessy Asset Management, LLC | 0.12% | Add +25.9% | 34,281 | $13.4M |
| StoneX Group Inc. | 0.98% | Add +7.6% | 34,974 | $13.4M |
| Rodgers & Associates, LTD | 1.60% | Add +0.0% | 34,935 | $13.4M |
| Bristlecone Advisors, LLC | 1.07% | Reduce -0.1% | 34,800 | $13.4M |
| Peterson Wealth Services | 4.24% | Reduce -8.7% | 34,579 | $13.3M |
| Focus Partners Advisor Solutions, LLC | 0.28% | Reduce -4.3% | 34,485 | $13.2M |
| Hurlow Wealth Management Group, Inc. | 4.10% | Add +0.3% | 34,261 | $13.2M |
| Kingsview Wealth Management, LLC | 0.28% | Add +22.1% | 34,261 | $13.2M |
| Geneos Wealth Management Inc. | 0.50% | Add +68.5% | 34,250 | $13.1M |
| NORTHSTAR ASSET MANAGEMENT Co | 3.00% | Add +13.1% | 34,095 | $13.1M |
| Semmax Financial Advisors Inc. | 3.59% | Reduce -0.4% | 31,948 | $13.1M |
| Arete Wealth Advisors, LLC | 1.12% | Add +0.9% | 34,169 | $13.0M |
| Concourse Financial Group Securities, Inc. | 0.77% | Reduce -4.1% | 33,625 | $12.9M |
| Angeles Investment Advisors, LLC | 0.66% | Reduce -29.6% | 33,465 | $12.8M |
| Ascent Group, LLC | 0.97% | Reduce -5.9% | 33,264 | $12.8M |
| Gotham Asset Management | 0.13% | Add +14.8% | 33,077 | $12.7M |
| Oak Root LLC | 1.60% | Reduce -0.3% | 32,983 | $12.7M |
| Marshall Financial Group Inc. | 3.81% | Add +4.7% | 32,851 | $12.6M |
| SCS Capital Management LLC | 0.25% | Add +1.8% | 32,781 | $12.6M |
| Nations Financial Group Inc, /Ia/ | 0.91% | Add +1.7% | 32,706 | $12.6M |
| Clarius Group, LLC | 0.87% | Reduce -1.4% | 32,180 | $12.4M |
| Sandy Spring Bank | 0.51% | Add +5.2% | 32,007 | $12.3M |
| Raymond James Trust N.A. | 0.27% | Add +12.5% | 31,877 | $12.2M |
| UMB Bank, n.a. | 0.19% | Reduce -8.9% | 31,482 | $12.1M |
| Berger Financial Group, Inc | 0.87% | Add +0.1% | 31,465 | $12.1M |
| Thrive Wealth Management, LLC | 2.19% | Reduce -1.3% | 31,152 | $12.0M |
| Capital Advisors, Ltd. LLC | 1.48% | Add +0.4% | 31,144 | $12.0M |
| Citadel Advisors | 0.01% | Add +56.8% | 31,073 | $11.9M |
| Citizens Financial Group Inc. | 0.24% | Add +5.1% | 31,047 | $11.9M |
| Regions Financial Corp. | 0.09% | Add +1.4% | 30,922 | $11.9M |
| Westwood Holdings Group Inc. | 0.09% | Reduce -1.6% | 30,896 | $11.9M |
| Obsidian Cio, LLC | 2.49% | Add +15.7% | 30,893 | $11.9M |
| QRG Capital Management, Inc. | 0.13% | Reduce -6.5% | 30,746 | $11.8M |
| Capital Analysts, LLC | 0.48% | Reduce -13.7% | 30,374 | $11.7M |
| Flagship Harbor Advisors, LLC | 0.64% | Reduce -8.2% | 30,302 | $11.6M |
| Hohimer Wealth Management, LLC | 2.49% | Add +6.1% | 30,104 | $11.6M |
| BLB&B Advisors, LLC | 0.59% | Reduce -19.2% | 30,098 | $11.6M |
| MCF Advisors LLC | 0.81% | Reduce -0.1% | 30,054 | $11.5M |
| JMG Financial Group, Ltd. | 0.39% | Reduce -4.4% | 29,937 | $11.5M |
| SWP Financial LLC | 6.97% | Reduce -21.1% | 29,735 | $11.4M |
| VeraBank, N.A. | 3.33% | Add +2.7% | 29,609 | $11.4M |
| Kraft, Davis & Associates, LLC | 3.36% | Reduce -0.7% | 29,355 | $11.3M |
| Beacon Bridge Wealth Partners, LLC | 4.84% | Add +8.6% | 29,366 | $11.3M |
| Dodds Wealth, LLC | 3.75% | New | 29,052 | $11.3M |
| Lindbrook Capital, LLC | 1.00% | Reduce -5.8% | 29,248 | $11.2M |
| Krilogy Financial LLC | 0.77% | Reduce -0.3% | 29,193 | $11.2M |
| Ameritas Advisory Services, LLC | 0.48% | Reduce -28.9% | 29,177 | $11.2M |
| Cranbrook Wealth Management, LLC | 2.55% | Reduce -0.8% | 29,140 | $11.2M |
| Novak & Powell Financial Services, Inc. | 6.44% | Add +4.7% | 28,950 | $11.1M |
| Kathmere Capital Management, LLC | 1.04% | Add +8.7% | 28,731 | $11.0M |
| Clearstead Advisors, LLC | 0.17% | Reduce -0.9% | 28,492 | $10.9M |
| CW Advisors, LLC | 0.15% | Add +8.2% | 28,473 | $10.9M |
| Elevated Capital Advisors, LLC | 2.90% | Reduce -1.3% | 28,472 | $10.9M |
| NewEdge Wealth, LLC | 0.20% | Reduce -2.7% | 28,414 | $10.9M |
| Horizon Bancorp Inc. | 5.01% | Reduce -4.8% | 28,205 | $10.8M |
| Smith & Howard Wealth Management, LLC | 3.04% | Add +2.0% | 28,149 | $10.8M |
| Agf Management Ltd. | 0.05% | Reduce -3.0% | 27,778 | $10.7M |
| Csenge Advisory Group | 0.56% | Add +0.5% | 27,415 | $10.7M |
| Founders Financial Securities LLC | 0.98% | Reduce -20.4% | 27,725 | $10.6M |
| Hubbell Strickland Wealth Management, LLC | 4.97% | Add +0.4% | 27,658 | $10.6M |
| Integrity Wealth Solutions LLC | 6.19% | Reduce -0.8% | 27,638 | $10.6M |
| IHT Wealth Management, LLC | 0.30% | Add +2.8% | 27,423 | $10.5M |
| Goodman Advisory Group, LLC | 3.00% | Reduce -49.7% | 27,382 | $10.5M |
| Texas Yale Capital Corp. | 0.45% | Add +0.4% | 27,222 | $10.5M |
| Integral Investment Advisors, Inc. | 2.84% | Add +7.8% | 27,164 | $10.4M |
| NWF Advisory Services Inc. | 1.51% | Add +1.2% | 27,097 | $10.4M |
| Financial Life Advisors | 3.92% | Reduce -0.1% | 27,059 | $10.4M |
| Independent Financial Group, LLC | 0.38% | Add +2.8% | 26,972 | $10.4M |
| Orser Capital Management, LLC | 7.38% | Add +2.9% | 26,902 | $10.3M |
| GPS Wealth Strategies Group, LLC | 1.38% | Add +65.7% | 26,898 | $10.3M |
| Enclave Advisors LLC | 1.75% | — | 26,871 | $10.3M |
| Wealthcare Advisory Partners LLC | 0.29% | Add +35.7% | 26,831 | $10.3M |
| Clark Financial Services Group Inc. | 9.33% | Reduce -0.3% | 26,715 | $10.3M |
| Madison Park Capital Advisors, LLC | 7.68% | Add +2.9% | 26,673 | $10.2M |
| Ironsides Asset Advisors, LLC | 2.97% | Add +0.2% | 26,580 | $10.2M |
| Wilmington Savings Fund Society, FSB | 0.18% | Add +1274.7% | 26,477 | $10.2M |
| Bath Savings Trust Co | 1.01% | Add +1.7% | 26,363 | $10.1M |
| Gentry Private Wealth, LLC | 8.27% | Reduce -0.8% | 26,345 | $10.1M |
| Petix & Botte Co | 2.69% | Reduce -1.5% | 26,340 | $10.1M |
| Harbor Investment Advisory, LLC | 0.99% | Add +0.0% | 26,181 | $10.1M |
| First National Bank of Omaha | 0.64% | Reduce -1.1% | 25,971 | $10.0M |
| Segment Wealth Management, LLC | 0.68% | No change | 25,926 | $10.0M |
| Hofer & Associates. Inc | 6.87% | Reduce -0.4% | 25,925 | $10.0M |
| N.E.W. Advisory Services LLC | 0.97% | Reduce -3.7% | 25,689 | $9.9M |
| Fusion Capital, LLC | 4.21% | Add +1.4% | 25,544 | $9.8M |
| IFG Advisory, LLC | 0.62% | Add +3.4% | 25,315 | $9.7M |
| BW Gestao de Investimentos Ltda. | 1.60% | Reduce -26.6% | 25,120 | $9.6M |
| Certus Wealth Management, LLC | 6.71% | Reduce -1.4% | 25,117 | $9.6M |
| Valeo Financial Advisors, LLC | 0.27% | Add +3.1% | 24,987 | $9.6M |
| Von Berge Wealth Management Group, LLC | 5.93% | Reduce -3.4% | 23,979 | $9.6M |
| Nabity-Jensen Investment Management Inc | 7.31% | Reduce -1.9% | 24,884 | $9.6M |
| Prostatis Group LLC | 3.12% | Reduce -6.3% | 24,863 | $9.5M |
| Gladstone Institutional Advisory LLC | 0.46% | Add +9.3% | 24,478 | $9.4M |
| Johnson Investment Counsel Inc. | 0.09% | Add +22.6% | 24,449 | $9.4M |
| Kathleen S. Wright Associates Inc. | 3.84% | Add +1.9% | 24,227 | $9.3M |
| Mayfair Advisory Group, LLC | 5.80% | Add +1.7% | 23,971 | $9.2M |
| Wellspring Financial Advisors, LLC | 1.10% | Reduce -0.0% | 944,637 | $9.2M |
| Acropolis Investment Management, LLC | 0.54% | Add +0.2% | 23,893 | $9.2M |
| Cornerstone Wealth Management, LLC | 0.65% | Reduce -1.3% | 23,870 | $9.2M |
| Ogorek Anthony Joseph /NY/ | 3.14% | Add +0.3% | 23,857 | $9.2M |
| Eagle Strategies LLC | 1.65% | Add +6.0% | 23,729 | $9.1M |
| Cardiff Park Advisors, LLC | 0.82% | Add +25.8% | 23,675 | $9.1M |
| First United Bank & Trust | 3.27% | Add +1.9% | 23,674 | $9.1M |
| Capital Investment Advisory Services, LLC | 0.86% | Reduce -24.8% | 23,579 | $9.1M |
| HRT Financial LP | 0.04% | New | 23,476 | $9.0M |
| Everhart Financial Group, Inc. | 1.99% | Reduce -11.9% | 23,416 | $9.0M |
| Main Line Retirement Advisors, LLC | 6.15% | Add +6.3% | 23,378 | $9.0M |
| Magnolia Capital Advisors LLC | 4.49% | Reduce -9.6% | 23,365 | $9.0M |
| McAlister, Sweet & Associates, Inc. | 7.40% | Reduce -50.0% | 23,345 | $9.0M |
| Mathes Company, Inc. | 3.18% | No change | 23,220 | $8.9M |
| Wealthspire Retirement, LLC | 0.72% | Add +1.0% | 23,069 | $8.9M |
| Hilltop Holdings Inc. | 0.58% | Add +2.4% | 22,971 | $8.8M |
| Verdence Capital Advisors LLC | 0.70% | Add +0.8% | 22,767 | $8.7M |
| GW Henssler & Associates Ltd. | 0.49% | Add +7.9% | 22,718 | $8.7M |
| Drucker Wealth 3.0, LLC | 2.09% | Reduce -2.7% | 22,698 | $8.7M |
| ERn Financial, LLC | 1.32% | Reduce -0.4% | 22,675 | $8.7M |
| Dravo Bay LLC | 4.48% | Add +2.5% | 22,670 | $8.7M |
| Bluespring Wealth Management, LLC | 0.87% | Reduce -9.5% | 22,579 | $8.7M |
| Caprock Group, LLC | 0.32% | Add +0.7% | 22,575 | $8.7M |
| LongView Wealth Management | 2.76% | Add +9.6% | 22,560 | $8.7M |
| Clearwater Capital Advisors, LLC | 0.83% | Reduce -0.2% | 22,277 | $8.6M |
| MidAtlantic Capital Management, Inc. | 6.23% | Add +4.2% | 22,200 | $8.5M |
| Washington Trust Advisors, Inc. | 0.73% | Reduce -13.0% | 22,158 | $8.5M |
| Prestige Wealth Management Group LLC | 1.76% | Reduce -3.8% | 22,137 | $8.5M |
| Riversedge Advisors, LLC | 1.92% | Add +0.1% | 22,104 | $8.5M |
| Intergy Private Wealth, LLC | 3.22% | Add +2.5% | 22,051 | $8.5M |
| Jackson Wealth Management, LLC | 1.00% | Reduce -4.9% | 21,898 | $8.4M |
| Edmonds Duncan Registered Investment Advisors, LLC | 1.84% | Reduce -0.5% | 21,878 | $8.4M |
| PCA Investment Advisory Services Inc. | 3.90% | Add +5.2% | 21,593 | $8.3M |
| CWS Financial Advisors, LLC | 2.88% | Add +4.9% | 21,156 | $8.1M |
| Yoder Wealth Management, Inc. | 4.87% | Reduce -0.3% | 21,135 | $8.1M |
| Bleakley Financial Group, LLC | 0.25% | Reduce -7.9% | 20,970 | $8.1M |
| Aveo Capital Partners, LLC | 0.85% | Reduce -2.3% | 20,961 | $8.0M |
| Lansing Street Advisors | 2.96% | Add +8.6% | 20,961 | $8.0M |
| Laurel Wealth Advisors LLC | 1.29% | Reduce -2.4% | 20,864 | $8.0M |
| Hollencrest Capital Management | 0.33% | Add +0.6% | 20,816 | $8.0M |
| Visionary Wealth Advisors | 0.49% | Reduce -1.6% | 20,791 | $8.0M |
| Brio Consultants, LLC | 1.27% | Add +0.5% | 20,789 | $8.0M |
| Marcum Wealth, LLC | 0.74% | Reduce -1.8% | 20,787 | $8.0M |
| Leo Wealth, LLC | 0.73% | Reduce -1.6% | 20,757 | $8.0M |
| One Charles Private Wealth Services, LLC | 3.00% | Add +3.6% | 20,559 | $7.9M |
| Wind River Trust Co | 3.03% | No change | 20,516 | $7.9M |
| Quaker Wealth Management, LLC | 2.88% | — | 20,452 | $7.9M |
| Vicus Capital | 0.69% | Reduce -1.0% | 20,444 | $7.8M |
| Riverview Capital Advisers, LLC | 2.41% | Add +0.1% | 20,356 | $7.8M |
| Oak Harvest Investment Services | 1.12% | Add +19.1% | 20,312 | $7.8M |
| Latigo Investments, LLC | 3.78% | Reduce -21.5% | 20,176 | $7.7M |
| Defined Wealth Management, LLC | 4.96% | Add +2.5% | 19,884 | $7.6M |
| Wells Financial Advisors INC | 10.31% | Reduce -2.4% | 19,877 | $7.6M |
| Richardson Financial Services Inc. | 4.83% | Add +32.7% | 20,173 | $7.6M |
| Angeles Wealth Management, LLC | 0.65% | Reduce -0.1% | 19,759 | $7.6M |
| SouthState Bank Corp | 0.52% | Add +1.7% | 19,737 | $7.6M |
| Watts Gwilliam & Co., LLC | 1.64% | — | 19,555 | $7.5M |
| Nicolet Advisory Services, LLC | 0.71% | Reduce -4.4% | 19,855 | $7.5M |
| AlTi Global, Inc. | 0.18% | Add +0.1% | 19,559 | $7.5M |
| Dentgroup LLC | 5.61% | Reduce -0.9% | 19,558 | $7.5M |
| Quantinno Capital Management LP | 0.10% | Add +61.8% | 19,487 | $7.5M |
| First County Bank | 3.68% | Add +18.4% | 19,391 | $7.4M |
| McKinley Carter Wealth Services, Inc. | 0.45% | Reduce -0.3% | 19,384 | $7.4M |
| Simmons Bank | 0.54% | Reduce -0.7% | 19,384 | $7.4M |
| Osborne Partners Capital Management, LLC | 0.42% | Reduce -0.3% | 19,324 | $7.4M |
| Wescott Financial Advisory Group, LLC | 0.80% | Reduce -4.0% | 19,312 | $7.4M |
| Perennial Investment Advisors, LLC | 0.96% | Add +3.0% | 19,208 | $7.4M |
| Register Financial Advisors LLC | 3.77% | Add +1.8% | 19,125 | $7.3M |
| St. Louis Trust Co | 1.01% | Add +82.7% | 18,762 | $7.2M |
| Estate Counselors, LLC | 0.74% | Add +11.8% | 18,694 | $7.2M |
| Pine Valley Investments Ltd Liability Co | 0.49% | Add +0.9% | 18,573 | $7.1M |
| Diversified Portfolios, Inc. | 0.74% | No change | 18,545 | $7.1M |
| Kendall Capital Management | 2.19% | Add +12.1% | 18,452 | $7.1M |
| Facet Wealth, Inc. | 0.20% | Add +20.9% | 18,315 | $7.1M |
| Parallel Advisors, LLC | 0.17% | Reduce -34.2% | 18,322 | $7.0M |
| FDx Advisors, Inc. | 1.92% | Reduce -7.8% | 18,319 | $7.0M |
| GC Wealth Management RIA, LLC | 1.23% | Reduce -5.5% | 18,293 | $7.0M |
| Ausdal Financial Partners, Inc. | 0.73% | Reduce -2.6% | 18,257 | $7.0M |
| Spire Wealth Management | 0.23% | Add +1.5% | 18,084 | $6.9M |
| Wedbush Securities Inc. | 0.26% | Add +22.0% | 17,883 | $6.9M |
| Sightline Wealth Advisors, LLC | 3.76% | Add +2.6% | 17,788 | $6.8M |
| Rinkey Investments | 2.21% | New | 17,781 | $6.8M |
| Kure Advisory, LLC | 6.10% | Reduce -3.4% | 17,758 | $6.8M |
| Disciplined Investments, LLC | 3.34% | Reduce -0.1% | 17,647 | $6.8M |
| Northstar Group, Inc. | 1.23% | Add +1.6% | 17,626 | $6.8M |
| SageView Advisory Group, LLC | 0.34% | Reduce -20.3% | 17,438 | $6.7M |
| Kovack Advisors, Inc. | 0.71% | Add +5.5% | 17,396 | $6.7M |
| Emerald Advisors, LLC | 0.96% | Add +4.0% | 16,989 | $6.7M |
| Fonville Wealth Management LLC | 2.30% | Reduce -0.4% | 17,316 | $6.6M |
| Level Four Advisory Services, LLC | 0.28% | Add +25.5% | 17,326 | $6.6M |
| Willis Johnson & Associates, Inc. | 0.50% | Reduce -6.4% | 17,250 | $6.6M |
| SOL Capital Management CO | 0.74% | Add +2.1% | 17,242 | $6.6M |
| Abbot Financial Management, Inc. | 3.33% | Add +3.3% | 17,226 | $6.6M |
| Twin Focus Capital Partners, LLC | 1.04% | Add +3.6% | 17,114 | $6.6M |
| Scott & Selber, Inc. | 2.03% | Add +0.2% | 16,996 | $6.5M |
| Rehmann Capital Advisory Group | 0.43% | Add +2.2% | 16,992 | $6.5M |
| Keystone Financial Group | 0.84% | New | 16,979 | $6.5M |
| Coastal Bridge Advisors, LLC | 1.61% | Add +53.9% | 16,967 | $6.5M |
| VitalStone Financial, LLC | 4.43% | Add +5.8% | 16,952 | $6.5M |
| Ritholtz Wealth Management | 0.20% | Add +29.3% | 16,884 | $6.5M |
| Mustard Seed Financial, LLC | 5.38% | Add +6.3% | 16,869 | $6.5M |
| Weinberger Asset Management, Inc | 2.75% | Add +5.3% | 16,818 | $6.5M |
| AAFMAA Wealth Management & Trust LLC | 2.81% | New | 16,601 | $6.4M |
| Essex Financial Services, Inc. | 0.45% | Add +2.9% | 15,998 | $6.3M |
| RFP Financial Group LLC | 2.05% | Add +547366.7% | 16,424 | $6.3M |
| WealthShield Partners, LLC | 0.84% | Add +4.0% | 16,198 | $6.2M |
| Element Pointe Advisors, LLC | 1.51% | Reduce -0.7% | 16,190 | $6.2M |
| Advisory Alpha, LLC | 0.22% | Reduce -9.1% | 16,147 | $6.2M |
| Brighton Jones LLC | 0.23% | Reduce -4.9% | 16,052 | $6.2M |
| CGN Advisors LLC | 0.62% | Add +2.5% | 16,024 | $6.2M |
| MA Private Wealth | 1.14% | Reduce -2.1% | 15,868 | $6.1M |
| Strategic Financial Concepts, LLC | 1.93% | Reduce -99.7% | 15,807 | $6.1M |
| Capital Planning Advisors, LLC | 0.91% | Reduce -0.1% | 15,769 | $6.1M |
| Composition Wealth, LLC | 0.14% | Add +38.7% | 15,759 | $6.1M |
| Insight Advisors, LLC/ PA | 1.05% | Add +0.2% | 15,704 | $6.0M |
| Lido Advisors, LLC | 0.05% | Reduce -2.4% | 15,516 | $6.0M |
| Western Wealth Management, LLC | 0.34% | Add +28.1% | 15,436 | $5.9M |
| Cascade Wealth Advisors, Inc | 4.23% | Reduce -5.1% | 15,416 | $5.9M |
| Quadcap Wealth Management, LLC | 0.92% | Add +9.8% | 15,343 | $5.9M |
| Dynamic Advisor Solutions LLC | 0.18% | Reduce -2.4% | 15,336 | $5.9M |
| Capital Planning LLC | 1.64% | Add +3.6% | 15,264 | $5.9M |
| Edge Capital Group, LLC | 0.26% | Add +0.3% | 15,217 | $5.8M |
| Pine Harbor Wealth Management, LLC | 2.89% | Add +20.2% | 15,138 | $5.8M |
| CX Institutional | 0.26% | Reduce -84.9% | 15,052 | $5.8M |
| Cornerstone Advisory, LLC | 0.76% | Add +79.8% | 15,049 | $5.8M |
| M3 Advisory Group, LLC | 4.21% | Add +3.7% | 14,936 | $5.7M |
| Cumberland Advisors Inc. | 2.28% | Add +30.2% | 14,930 | $5.7M |
| Hexagon Capital Partners LLC | 1.12% | Reduce -4.6% | 14,929 | $5.7M |
| Agate Pass Investment Management, LLC | 2.86% | Reduce -1.3% | 14,925 | $5.7M |
| Continuum Wealth Advisors, LLC | 3.07% | Reduce -11.0% | 14,909 | $5.7M |
| Tower View Wealth Management LLC | 3.13% | Add +3.2% | 14,905 | $5.7M |
| Chris Bulman Inc | 3.88% | Add +9.4% | 14,864 | $5.7M |
| Catalyst Private Wealth, LLC | 2.79% | Add +7.8% | 14,836 | $5.7M |
| Farther Finance Advisors, LLC | 0.21% | Add +30.8% | 14,752 | $5.7M |
| Brown Brothers Harriman & Co. | 0.04% | Add +168.4% | 14,747 | $5.7M |
| Curran Financial Partners, LLC | 1.60% | Add +0.6% | 14,718 | $5.7M |
| Park Avenue Securities LLC | 0.06% | Reduce -10.5% | 14,688 | $5.6M |
| MSH Capital Advisors LLC | 1.72% | Reduce -9.4% | 14,637 | $5.6M |
| Loomis Sayles & Co. L P | 0.01% | Add +194.7% | 14,595 | $5.6M |
| Glen Eagle Advisors, LLC | 0.94% | Add +26.3% | 14,562 | $5.6M |
| Carnegie Investment Counsel | 0.16% | Reduce -1.4% | 14,545 | $5.6M |
| First PREMIER Bank | 1.39% | Reduce -0.1% | 14,540 | $5.6M |
| Cohen Klingenstein LLC | 0.19% | Add +0.5% | 14,518 | $5.6M |
| Advocacy Wealth Management, LLC | 0.44% | Reduce -0.5% | 14,479 | $5.6M |
| Hengehold Capital Management LLC | 0.52% | Reduce -3.6% | 14,411 | $5.5M |
| HTG Investment Advisors, Inc. | 2.60% | Add +2.1% | 14,372 | $5.5M |
| Aspiriant, LLC | 0.21% | Add +2.1% | 14,334 | $5.5M |
| Clarus Wealth Advisors | 2.80% | Add +1.1% | 14,485 | $5.5M |
| Droms Strauss Advisors Inc. /Mo/ | 1.91% | Reduce -0.5% | 14,039 | $5.4M |
| Revolve Wealth Partners, LLC | 0.82% | Add +3.7% | 13,940 | $5.4M |
| Uptick Partners, LLC | 2.26% | Add +42.5% | 13,937 | $5.4M |
| Titleist Asset Management, LLC | 0.77% | Add +7.2% | 13,925 | $5.3M |
| High Net Worth Advisory Group LLC | 1.49% | Add +4.1% | 13,885 | $5.3M |
| Strategic Financial Partners, Ltd. | 2.71% | Reduce -0.5% | 13,834 | $5.3M |
| Polen Capital Management LLC | 0.01% | New | 13,814 | $5.3M |
| Muirfield Wealth Advisors LLC | 4.49% | Add +0.1% | 13,765 | $5.3M |
| Aspen Wealth Management LLC | 1.60% | Reduce -2.1% | 13,763 | $5.3M |
| Smith, Moore & Co. | 0.50% | Reduce -8.2% | 13,717 | $5.3M |
| HBK Sorce Advisory LLC | 0.16% | Reduce -14.0% | 13,714 | $5.3M |
| Norris Perne & French LLP | 0.36% | Add +0.6% | 13,654 | $5.2M |
| NCM Capital Management, LLC | 2.51% | Add +13.2% | 13,611 | $5.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.12% | Reduce -2.2% | 13,554 | $5.2M |
| Curi Capital, LLC | 0.12% | Reduce -4.2% | 13,526 | $5.2M |
| Empower Advisory Group, LLC | 0.02% | Reduce -1.1% | 13,487 | $5.2M |
| Tudor Investment Corporation | 0.06% | Add +578.5% | 13,415 | $5.2M |
| Choate Investment Advisors | 0.13% | Reduce -2.8% | 13,393 | $5.1M |
| Sentinel Pension Advisors, LLC | 0.99% | Reduce -2.7% | 13,387 | $5.1M |
| Cascades Capital Asset Management, LLC | 2.90% | — | 13,345 | $5.1M |
| Compound Planning, Inc. | 0.32% | Add +3.8% | 13,318 | $5.1M |
| Donaldson Capital Management, LLC | 0.19% | Reduce -1.7% | 13,171 | $5.1M |
| WESPAC Advisors SoCal, LLC | 1.17% | Reduce -11.8% | 13,164 | $5.1M |
| Parkside Financial Bank & Trust | 0.70% | Add +0.6% | 13,148 | $5.0M |
| Sensible Financial Planning & Management, LLC. | 0.99% | Reduce -0.5% | 13,031 | $5.0M |
| Culbertson A N & Co. Inc. | 0.80% | Add +0.8% | 12,928 | $5.0M |
| Planning Directions Inc. | 2.95% | Reduce -2.7% | 12,900 | $5.0M |
| TPG Financial Advisors, LLC | 2.23% | Reduce -1.5% | 12,885 | $4.9M |
| Dopkins Wealth Management, LLC | 3.99% | Reduce -9.4% | 12,861 | $4.9M |
| Horizon Investments, LLC | 0.13% | Reduce -36.9% | 12,840 | $4.9M |
| Barrett & Company, Inc. | 2.13% | Add +0.4% | 12,804 | $4.9M |
| Great Lakes Advisors, LLC | 0.04% | Add +2.5% | 12,718 | $4.9M |
| EnRich Financial Partners LLC | 1.61% | Add +0.3% | 12,534 | $4.8M |
| Bryn Mawr Trust Advisors, LLC | 0.26% | Reduce -3.3% | 12,453 | $4.8M |
| Ted Buchan & Co | 2.25% | Add +74.3% | 12,368 | $4.7M |
| Seeds Investor LLC | 1.77% | Add +42.6% | 12,351 | $4.7M |
| Security Financial Services, INC. | 0.97% | Reduce -1.8% | 12,344 | $4.7M |
| Battery Global Advisors, LLC | 2.55% | No change | 12,241 | $4.7M |
| Sigma Planning Corp | 0.14% | Reduce -8.2% | 12,200 | $4.7M |
| Bay Rivers Group | 2.33% | Reduce -6.1% | 12,194 | $4.7M |
| Asset Allocation & Management Company, LLC | 2.94% | No change | 12,189 | $4.7M |
| Stokes Family Office, LLC | 0.51% | Add +0.5% | 12,082 | $4.6M |
| Elios Financial Group Inc. | 2.14% | — | 12,077 | $4.6M |
| Latko Wealth Management, Ltd. | 2.81% | — | 12,052 | $4.6M |
| Keybank National Association | 0.02% | Add +2.2% | 11,999 | $4.6M |
| Idaho Trust Co | 2.22% | Add +23.2% | 11,975 | $4.6M |
| GSG Advisors LLC | 1.52% | Add +17.6% | 12,118 | $4.6M |
| Avion Wealth | 1.20% | Add +1.5% | 11,903 | $4.6M |
| Blueprint Investment Partners LLC | 0.82% | Reduce -1.9% | 11,836 | $4.5M |
| Zions Bancorporation, N.A. | 0.33% | Reduce -2.9% | 11,787 | $4.5M |
| Kelleher Financial Advisors | 1.72% | No change | 11,759 | $4.5M |
| Halpern Financial, Inc. | 1.16% | Add +17.4% | 11,849 | $4.5M |
| Calton & Associates, Inc. | 1.72% | Reduce -31.1% | 11,693 | $4.5M |
| Glass Jacobson Investment Advisors llc | 1.48% | Reduce -2.8% | 11,657 | $4.5M |
| Focus Financial Network, Inc. | 0.18% | Add +1.6% | 11,655 | $4.5M |
| Centaurus Financial, Inc. | 0.28% | Reduce -11.9% | 11,567 | $4.4M |
| Signal Advisors Wealth, LLC | 0.64% | Add +177.4% | 11,555 | $4.4M |
| Roman Butler Fullerton & Co. | 1.33% | Add +3.8% | 11,368 | $4.4M |
| Laraway Financial Advisors Inc | 3.52% | Reduce -8.2% | 11,492 | $4.4M |
| Motiv8 Investments LLC | 2.97% | Reduce -0.2% | 11,474 | $4.4M |
| Patriot Financial Group Insurance Agency, LLC | 0.59% | Add +7.6% | 11,444 | $4.4M |
| Diversified Trust Co. | 0.11% | Add +1.3% | 11,411 | $4.4M |
| Ashton Thomas Private Wealth, LLC | 0.23% | Add +6.8% | 11,409 | $4.4M |
| FF Advisors,LLC | 2.83% | Add +1.9% | 11,109 | $4.4M |
| Emergent Wealth Advisors, LLC | 3.21% | Add +7.5% | 11,310 | $4.3M |
| Leavell Investment Management, Inc. | 0.22% | Reduce -0.1% | 11,302 | $4.3M |
| Checchi Capital Advisers, LLC | 0.32% | Reduce -92.7% | 11,281 | $4.3M |
| Tradition Wealth Management, LLC | 0.38% | Add +1.6% | 11,226 | $4.3M |
| Gilliland Jeter Wealth Management LLC | 1.39% | Reduce -0.3% | 11,174 | $4.3M |
| Opinicus Capital, Inc. | 3.42% | Reduce -2.3% | 11,124 | $4.3M |
| Family CFO Inc | 2.41% | Add +0.5% | 11,116 | $4.3M |
| Institute for Wealth Management, LLC. | 0.54% | Reduce -1.1% | 11,087 | $4.3M |
| KCM Investment Advisors LLC | 0.15% | Add +2.1% | 11,082 | $4.3M |
| SOA Wealth Advisors, LLC. | 0.81% | Add +2.1% | 11,033 | $4.2M |
| Aptus Capital Advisors, LLC | 0.06% | Add +120.8% | 10,987 | $4.2M |
| Avidian Wealth Enterprises, LLC | 0.19% | Reduce -0.1% | 10,939 | $4.2M |
| Fifth Third Wealth Advisors LLC | 0.26% | Reduce -16.9% | 10,922 | $4.2M |
| Sage Mountain Advisors LLC | 0.36% | No change | 10,858 | $4.2M |
| Wedmont Private Capital | 0.24% | Reduce -1.6% | 10,959 | $4.2M |
| Alexander Labrunerie & Co., Inc. | 1.93% | Add +1.2% | 10,816 | $4.2M |
| Beirne Wealth Consulting Services, LLC | 1.46% | Add +0.2% | 10,803 | $4.1M |
| Evercore Wealth Management, LLC | 0.06% | Reduce -1.9% | 10,802 | $4.1M |
| LifePlan Investment Advisors, Inc. | 2.63% | Add +20.8% | 10,708 | $4.1M |
| Kwmg, LLC | 0.41% | Reduce -4.1% | 10,592 | $4.1M |
| Altiora Financial Group, LLC | 0.89% | No change | 10,530 | $4.0M |
| Apollon Wealth Management, LLC | 0.11% | Reduce -2.4% | 10,491 | $4.0M |
| United Bank | 0.47% | No change | 10,476 | $4.0M |
| Montag A & Associates Inc. | 0.19% | Add +1.5% | 10,457 | $4.0M |
| BIP Wealth, LLC | 0.27% | Add +8.5% | 10,418 | $4.0M |
| Gradient Capital Advisors, LLC | 1.32% | Reduce -4.9% | 10,401 | $4.0M |
| Daymark Wealth Partners, LLC | 0.17% | Reduce -3.9% | 10,383 | $4.0M |
| Parsons Capital Management Inc. | 0.25% | Add +10.7% | 10,371 | $4.0M |
| Global Financial Private Client, LLC | 1.55% | Reduce -1.0% | 10,364 | $4.0M |
| Forte Capital LLC | 0.45% | Reduce -17.9% | 10,351 | $4.0M |
| Smithfield Trust Co | 0.19% | Reduce -0.5% | 10,313 | $4.0M |
| Hillcrest Wealth Advisors - NY, LLC | 1.97% | No change | 10,300 | $4.0M |
| Maia Wealth LLC | 0.98% | Add +11.1% | 10,120 | $4.0M |
| Apexium Financial, LP | 0.26% | Reduce -7.0% | 10,293 | $4.0M |
| Guidance Capital, Inc. | 1.23% | Add +11.6% | 10,034 | $3.9M |
| NFSG Corp | 1.38% | Add +44.3% | 10,205 | $3.9M |
| NorthStar Asset Management LLC | 2.61% | Reduce -5.2% | 10,200 | $3.9M |
| Houlihan Financial Resource Group, Ltd. | 1.61% | New | 10,144 | $3.9M |
| Arkadios Wealth Advisors | 0.22% | Add +1.3% | 10,136 | $3.9M |
| Dorsey & Whitney Trust CO LLC | 0.21% | Reduce -0.9% | 10,115 | $3.9M |
| Zhang Financial LLC | 0.24% | No change | 10,106 | $3.9M |
| Hart & Patterson Financial Group LLC | 1.83% | Add +2.3% | 10,059 | $3.9M |
| Valmark Advisers, Inc. | 0.06% | Add +32.9% | 10,051 | $3.9M |
| U.S. Capital Wealth Advisors, LLC | 0.14% | Reduce -6.3% | 10,046 | $3.9M |
| Fort Vancouver Investment Management, LLC | 3.29% | Reduce -0.2% | 9,938 | $3.8M |
| Riggs Asset Managment Co. Inc. | 1.04% | Add +0.1% | 9,938 | $3.8M |
| Raab & Moskowitz Asset Management LLC | 0.96% | Reduce -1.3% | 9,900 | $3.8M |
| Amundi | 0.00% | Add +1236.8% | 9,772 | $3.8M |
| Probity Advisors, Inc. | 0.72% | Reduce -2.6% | 9,770 | $3.8M |
| Pallas Capital Advisors LLC | 0.16% | Reduce -1.5% | 9,599 | $3.7M |
| Davidson Trust Co. | 1.92% | Add +29.9% | 9,723 | $3.7M |
| Lodestar Private Asset Management LLC | 0.47% | Reduce -5.2% | 9,682 | $3.7M |
| Transcend Capital Advisors, LLC | 0.25% | Add +7.6% | 9,653 | $3.7M |
| Plante Moran Financial Advisors, LLC | 0.31% | Reduce -0.7% | 9,605 | $3.7M |
| Greystone Financial Group, LLC | 0.66% | Reduce -22.2% | 9,588 | $3.7M |
| Charter Oak Capital Management, LLC | 0.34% | Add +7.6% | 9,510 | $3.7M |
| Pacific Financial Group Inc. | 2.68% | Reduce -2.5% | 9,506 | $3.6M |
| Nixon Peabody Trust Co. | 0.30% | Reduce -0.5% | 9,400 | $3.6M |
| Sound View Wealth Advisors Group, LLC | 0.29% | Add +12.9% | 9,385 | $3.6M |
| Cozad Asset Management Inc. | 0.34% | Add +0.1% | 9,361 | $3.6M |
| Compass Financial Group, INC | 0.71% | Add +3.2% | 9,357 | $3.6M |
| Kelman-Lazarov, Inc. | 0.62% | Reduce -0.0% | 9,319 | $3.6M |
| Blue Trust, Inc. | 0.05% | Add +12.0% | 9,499 | $3.6M |
| Councilor Wealth, LLC | 1.73% | Reduce -14.5% | 9,227 | $3.5M |
| Clarity Capital Advisors, LLC | 2.54% | Add +3.4% | 9,209 | $3.5M |
| Sutton Place Investors LLC | 2.16% | Add +3.2% | 9,199 | $3.5M |
| Kuhn & Co Investment Counsel | 3.00% | Reduce -3.6% | 9,146 | $3.5M |
| WoodTrust Financial Corp | 0.50% | Add +2.9% | 9,124 | $3.5M |
| Kavar Capital Partners Group, LLC | 0.55% | Reduce -2.9% | 9,069 | $3.5M |
| Arcadia Investment Advisors LLC | 1.84% | No change | 8,960 | $3.4M |
| Walter & Keenan Wealth Management LLC /in/ | 1.04% | Reduce -0.1% | 8,934 | $3.4M |
| Aaron Wealth Advisors LLC | 0.41% | Reduce -0.6% | 8,932 | $3.4M |
| MGB Wealth Management, LLC | 1.25% | Add +2.4% | 8,946 | $3.4M |
| Fulcrum Capital LLC | 0.74% | New | 8,876 | $3.4M |
| Savvy Advisors, Inc. | 0.69% | Add +49.9% | 8,850 | $3.4M |
| Edge Financial Advisors LLC | 3.00% | Reduce -3.1% | 8,829 | $3.4M |
| Intrua Financial, LLC | 0.55% | Reduce -5.9% | 8,828 | $3.4M |
| Principal Securities, Inc. | 0.08% | Add +0.6% | 8,813 | $3.4M |
| Compton Wealth Advisory Group, LLC | 0.85% | Add +0.8% | 8,806 | $3.4M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1.29% | Add +22.7% | 8,770 | $3.4M |
| Moors & Cabot, Inc. | 0.17% | Add +18.7% | 8,754 | $3.4M |
| D. E. Shaw & Co. | 0.00% | New | 8,753 | $3.4M |
| Ashton Thomas Securities, LLC | 0.65% | Reduce -3.0% | 8,709 | $3.3M |
| NorthRock Partners, LLC | 0.11% | Reduce -2.4% | 8,706 | $3.3M |
| First American Trust, FSB | 0.33% | Add +7.3% | 8,693 | $3.3M |
| HHM Wealth Advisors, LLC | 0.47% | Add +28.7% | 8,684 | $3.3M |
| Birchcreek Wealth Management, LLC | 2.17% | Reduce -21.1% | 8,643 | $3.3M |
| World Investment Advisors | 0.10% | Add +10.5% | 8,612 | $3.3M |
| Integrated Advisors Network LLC | 0.16% | Add +24.5% | 8,610 | $3.3M |
| Stonegate Investment Group, LLC | 0.09% | Add +92.3% | 8,579 | $3.3M |
| National Philanthropic Trust | 0.06% | Add +0.2% | 8,562 | $3.3M |
| West Bancorporation Inc. | 2.19% | Add +1.0% | 8,540 | $3.3M |
| Accurate Wealth Management, LLC | 0.66% | Add +2.2% | 8,400 | $3.3M |
| RVW Wealth, LLC | 0.30% | Reduce -0.1% | 8,449 | $3.2M |
| St Germain D J Co. Inc. | 0.15% | Add +1.4% | 8,423 | $3.2M |
| Laird Norton Wetherby Wealth Management, LLC | 0.15% | Add +4.3% | 8,414 | $3.2M |
| Forum Private Client Group LLC | 1.43% | Reduce -5.2% | 8,412 | $3.2M |
| Apeiron RIA LLC | 0.92% | Add +1.0% | 8,403 | $3.2M |
| Moulton Wealth Management, Inc. | 2.69% | Reduce -20.5% | 8,410 | $3.2M |
| RCS Financial Planning, LLC | 1.79% | Reduce -9.1% | 8,393 | $3.2M |
| Ellevest, Inc. | 0.18% | Add +0.0% | 8,363 | $3.2M |
| EFG Asset Management (Americas) Corp. | 0.63% | New | 8,356 | $3.2M |
| Financial Alternatives, Inc | 2.26% | No change | 8,349 | $3.2M |
| Rothschild Investment LLC | 0.21% | Reduce -1.3% | 8,325 | $3.2M |
| 1900 Wealth Management LLC | 0.27% | Add +0.6% | 8,322 | $3.2M |
| Center for Financial Planning, Inc. | 0.43% | No change | 8,321 | $3.2M |
| Fisher Asset Management | 0.00% | Reduce -40.2% | 8,315 | $3.2M |
| Madison Wealth Partners, Inc | 0.94% | Add +1.6% | 8,302 | $3.2M |
| Strategic Family Wealth Counselors, L.L.C. | 1.11% | Add +36.8% | 8,283 | $3.2M |
| Prospect Financial Services LLC | 1.96% | Add +8.0% | 8,200 | $3.1M |
| Whittier Trust Co. of Nevada Inc. | 0.08% | Reduce -0.6% | 8,177 | $3.1M |
| Thrive Capital Management, LLC | 1.48% | Reduce -16.3% | 8,159 | $3.1M |
| Guyasuta Investment Advisors Inc. | 0.19% | Add +121.6% | 8,155 | $3.1M |
| Canvas Wealth Advisors, LLC | 0.86% | Reduce -9.0% | 8,119 | $3.1M |
| Reynders McVeigh Capital Management, LLC | 0.16% | Reduce -0.2% | 8,102 | $3.1M |
| Eclectic Associates Inc. | 1.23% | Add +5.9% | 8,095 | $3.1M |
| KMG Fiduciary Partners, LLC | 0.27% | No change | 8,064 | $3.1M |
| Trust Co of the South | 0.65% | No change | 8,053 | $3.1M |
| ORG Partners LLC | 0.50% | Add +13.6% | 8,043 | $3.1M |
| Paragon Private Wealth Management, LLC | 1.53% | Reduce -1.9% | 8,047 | $3.1M |
| Aspen Grove Capital, LLC | 0.68% | Reduce -0.7% | 8,015 | $3.1M |
| KG Capital Management | 0.99% | Add +7.3% | 8,011 | $3.1M |
| AQR Capital Management | 0.00% | Add +16.7% | 7,991 | $3.1M |
| Red Wave Investments LLC | 1.07% | Reduce -1.6% | 7,959 | $3.1M |
| Coastline Trust Co | 0.36% | No change | 7,950 | $3.1M |
| Covington Investment Advisors Inc. | 0.46% | Reduce -0.4% | 7,910 | $3.0M |
| Prudential Financial Inc. | 0.00% | Reduce -6.1% | 7,881 | $3.0M |
| Southland Equity Partners LLC | 0.73% | Reduce -18.3% | 7,836 | $3.0M |
| Advance Capital Management, Inc. | 0.13% | Reduce -3.2% | 7,822 | $3.0M |
| Aureus Asset Management, LLC | 0.20% | No change | 7,808 | $3.0M |
| Baker Boyer National Bank | 1.00% | Reduce -16.8% | 7,792 | $3.0M |
| Outlook Wealth Advisors, LLC | 0.86% | Add +1.0% | 7,766 | $3.0M |
| Sapient Capital LLC | 0.06% | Add +10.4% | 7,760 | $3.0M |
| Hanover Advisors Inc. | 1.25% | Reduce -0.6% | 7,742 | $3.0M |
| Spectrum Wealth Counsel, LLC | 0.35% | Reduce -26.2% | 7,735 | $3.0M |
| Wilson & Boucher Capital Management, LLC | 2.04% | Reduce -0.8% | 7,724 | $3.0M |
| Evermay Wealth Management LLC | 0.48% | Reduce -0.7% | 7,718 | $3.0M |
| ProVise Management Group, LLC | 0.23% | Reduce -2.3% | 7,698 | $3.0M |
| Del-Sette Capital Management, LLC | 2.30% | Reduce -9.5% | 7,682 | $2.9M |
| Quadrant Private Wealth Management, LLC | 0.73% | Add +0.7% | 7,681 | $2.9M |
| Keebeck Wealth Management | 0.43% | No change | 7,644 | $2.9M |
| Spectrum Asset Management, Inc. (NB/CA) | 1.24% | Reduce -2.8% | 7,627 | $2.9M |
| Hoge Financial Services, LLC | 2.17% | Reduce -13.4% | 7,519 | $2.9M |
| GHP Investment Advisors, Inc. | 0.13% | Reduce -1.1% | 7,516 | $2.9M |
| Clear Creek Financial Management, LLC | 0.32% | Reduce -21.1% | 7,468 | $2.9M |
| Cassaday & Co Wealth Management LLC | 0.08% | Add +1.9% | 7,424 | $2.9M |
| Brophy Wealth Management, LLC | 1.02% | — | 7,416 | $2.8M |
| Motco | 0.28% | Reduce -1.0% | 7,305 | $2.8M |
| American Capital Advisory, LLC | 1.62% | Add +95.3% | 7,266 | $2.8M |
| L. Roy Papp & Associates, LLP | 0.34% | Add +1.1% | 7,248 | $2.8M |
| ArchPoint Investors | 0.93% | No change | 7,220 | $2.8M |
| Chicago Capital, LLC | 0.08% | Reduce -3.2% | 7,215 | $2.8M |
| Arkos Global Advisors | 0.40% | Add +6.6% | 7,200 | $2.8M |
| City State Bank | 1.01% | Add +18.1% | 7,191 | $2.8M |
| Global Wealth Management Investment Advisory, Inc. | 0.59% | Reduce -16.7% | 7,170 | $2.8M |
| Earned Wealth Advisors, LLC | 0.84% | Reduce -0.1% | 7,158 | $2.7M |
| Main Street Financial Solutions, LLC | 0.25% | Add +2.7% | 7,122 | $2.7M |
| Panoramic Investment Advisors, LLC | 1.89% | — | 7,108 | $2.7M |
| Capital Investment Advisors, LLC | 0.06% | Add +27.6% | 7,095 | $2.7M |
| Columbia Asset Management | 0.47% | Add +11.3% | 7,045 | $2.7M |
| Vise Technologies, Inc. | 0.34% | Add +4.2% | 7,018 | $2.7M |
| Forum Financial Management, LP | 0.04% | Add +2.2% | 6,976 | $2.7M |
| Sagace Wealth Management LLC | 2.07% | Add +28.4% | 6,811 | $2.7M |
| Prudential PLC | 0.01% | Reduce -2.8% | 6,920 | $2.7M |
| McAdam, LLC | 0.15% | Add +1.9% | 6,900 | $2.6M |
| Level Financial Advisors | 1.01% | Add +38.4% | 6,867 | $2.6M |
| Invst, LLC | 0.32% | Reduce -5.7% | 6,800 | $2.6M |
| Ciovacco Capital Management LLC | 1.51% | Add +1.0% | 6,745 | $2.6M |
| Ewa, LLC | 0.92% | Add +1.0% | 6,367 | $2.6M |
| Continuum Advisory, LLC | 0.33% | Reduce -6.1% | 6,365 | $2.6M |
| Thoroughbred Financial Services, LLC | 0.17% | Add +15.4% | 6,688 | $2.6M |
| UNIVEST FINANCIAL Corp | 0.17% | New | 6,680 | $2.6M |
| Ancora Advisors LLC | 0.06% | Reduce -0.8% | 6,659 | $2.6M |
| Stonebridge Financial Planning Group, LLC | 1.21% | Add +3.6% | 6,642 | $2.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.07% | Add +3.9% | 6,613 | $2.5M |
| Ade, LLC | 1.56% | Reduce -1.6% | 6,592 | $2.5M |
| Fenimore Asset Management Inc | 0.05% | No change | 6,581 | $2.5M |
| Compass Ion Advisors, LLC | 0.31% | Add +0.8% | 6,574 | $2.5M |
| Obsidian Personal Planning Solutions LLC | 1.31% | Reduce -3.1% | 6,543 | $2.5M |
| Diversified, LLC | 0.27% | Add +0.8% | 6,523 | $2.5M |
| Diversified Enterprises, LLC | 0.27% | — | 6,523 | $2.5M |
| Advisor OS, LLC | 0.25% | Reduce -0.8% | 6,519 | $2.5M |
| United Advisor Group, LLC | 0.56% | Add +2.6% | 6,500 | $2.5M |
| Bartlett & Co. Wealth Management LLC | 0.04% | Add +10.4% | 6,474 | $2.5M |
| Smartleaf Asset Management LLC | 0.30% | Add +1.6% | 6,496 | $2.5M |
| SigFig Wealth Management, LLC | 0.09% | Add +0.8% | 6,474 | $2.5M |
| MJP Associates Inc. | 0.47% | Reduce -6.1% | 6,433 | $2.5M |
| Axxcess Wealth Management, LLC | 0.06% | Add +3.4% | 6,418 | $2.5M |
| Evanson Asset Management, LLC | 0.17% | Reduce -23.0% | 6,384 | $2.5M |
| Insigneo Advisory Services, LLC | 0.25% | Add +25.4% | 6,378 | $2.4M |
| Accretive Wealth Partners, LLC | 1.02% | Reduce -0.9% | 6,370 | $2.4M |
| Rockwood Wealth Management, LLC | 0.27% | No change | 6,332 | $2.4M |
| Next Capital Management LLC | 0.99% | Add +256.0% | 6,308 | $2.4M |
| REDW Wealth LLC | 0.62% | Reduce -1.6% | 6,300 | $2.4M |
| MTC Wealth Management LLC | 1.09% | Reduce -3.9% | 6,298 | $2.4M |
| Platform Technology Partners | 0.76% | Add +25.1% | 6,289 | $2.4M |
| North Star Asset Management Inc. | 0.11% | No change | 6,286 | $2.4M |
| Plancorp, LLC | 0.10% | Reduce -18.0% | 6,286 | $2.4M |
| RS Crum Inc. | 0.56% | Reduce -0.6% | 6,280 | $2.4M |
| TFB Advisors LLC | 0.72% | Reduce -7.0% | 6,275 | $2.4M |
| JT Stratford LLC | 0.41% | Reduce -0.6% | 6,260 | $2.4M |
| SpiderRock Advisors, LLC | 0.05% | Add +96.3% | 6,254 | $2.4M |
| PGIM Custom Harvest LLC | 0.05% | Add +34.2% | 6,235 | $2.4M |
| Greenleaf Trust | 0.02% | No change | 6,209 | $2.4M |
| Prepared Retirement Institute LLC | 1.43% | Reduce -0.1% | 6,174 | $2.4M |
| Peapack Gladstone Financial Corp. | 0.03% | Add +12.6% | 6,168 | $2.4M |
| Flow Traders U.S. LLC | 0.12% | Add +4.1% | 6,156 | $2.4M |
| Summit Investment Advisory Services, LLC | 1.25% | New | 6,154 | $2.4M |
| Blue Zone Wealth Advisors, LLC | 0.73% | Reduce -3.7% | 6,151 | $2.4M |
| Cedar Wealth Management, LLC | 0.73% | Reduce -1.2% | 6,122 | $2.4M |
| Olde Wealth Management, LLC | 0.84% | Reduce -1.9% | 6,118 | $2.3M |
| American Institute for Advanced Investment Management, LLP | 1.68% | Reduce -1.1% | 6,101 | $2.3M |
| Meeder Advisory Services, Inc. | 0.15% | Add +9.9% | 6,081 | $2.3M |
| Sunburst Financial Group, LLC | 0.59% | Reduce -0.3% | 6,076 | $2.3M |
| Summit Trail Advisors, LLC | 0.06% | Add +0.0% | 6,068 | $2.3M |
| Sabal Trust CO | 0.13% | Reduce -8.0% | 6,052 | $2.3M |
| Abich Financial Wealth Management LLC | 5.21% | Reduce -60.6% | 6,035 | $2.3M |
| Silver Lake Advisory, LLC | 0.51% | Add +2.2% | 6,007 | $2.3M |
| WESPAC Advisors, LLC | 1.71% | Reduce -4.1% | 6,007 | $2.3M |
| Jordan Park Group LLC | 0.16% | No change | 6,000 | $2.3M |
| Argent Trust Co | 0.10% | Add +0.6% | 5,976 | $2.3M |
| Wealth Effects LLC | 0.80% | Add +0.8% | 5,948 | $2.3M |
| Stone Summit Wealth LLC | 0.74% | Add +6.8% | 5,940 | $2.3M |
| Lion Street Advisors, LLC | 0.79% | Reduce -4.2% | 5,933 | $2.3M |
| MilWealth Group LLC | 0.67% | Reduce -0.0% | 5,914 | $2.3M |
| Carl P. Sherr & Co., LLC | 1.19% | Add +4.2% | 5,883 | $2.3M |
| Jackson Hole Capital Partners, LLC | 0.47% | Reduce -2.0% | 5,865 | $2.3M |
| Robinson Smith Wealth Advisors LLC | 1.91% | Reduce -0.3% | 5,864 | $2.3M |
| Wiser Advisor Group LLC | 3.34% | Add +0.1% | 5,836 | $2.2M |
| Madison Asset Management, LLC | 0.03% | New | 5,833 | $2.2M |
| Smith Salley Wealth Management | 0.15% | No change | 5,831 | $2.2M |
| Evergreen Wealth Management, LLC | 1.34% | Reduce -10.9% | 5,799 | $2.2M |
| Dark Forest Capital Management LP | 0.28% | Reduce -9.8% | 5,786 | $2.2M |
| Jmac Enterprises LLC | 0.35% | Add +2.2% | 5,733 | $2.2M |
| Belpointe Asset Management LLC | 0.13% | Reduce -4.9% | 5,732 | $2.2M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -12.8% | 5,809 | $2.2M |
| Good Life Advisors, LLC | 0.13% | Add +8.9% | 5,689 | $2.2M |
| BKM Wealth Management, LLC | 0.89% | Add +2.9% | 5,690 | $2.2M |
| WNY Asset Management, LLC | 0.25% | Reduce -2.9% | 5,644 | $2.2M |
| Kaydan Wealth Management, Inc. | 0.64% | Add +7.6% | 5,637 | $2.2M |
| Journey Advisory Group, LLC | 0.26% | No change | 5,771 | $2.2M |
| Easterly Investment Partners LLC | 0.17% | No change | 5,617 | $2.2M |
| Liberty Wealth Management LLC | 0.37% | Reduce -98.7% | 5,603 | $2.2M |
| Certuity, LLC | 0.23% | Add +6.2% | 5,590 | $2.1M |
| Covenant Asset Management, LLC | 0.48% | Add +13.2% | 5,585 | $2.1M |
| Prio Wealth Limited Partnership | 0.06% | No change | 5,566 | $2.1M |
| Salem Investment Counselors Inc. | 0.06% | No change | 5,557 | $2.1M |
| Truefg, LLC | 0.70% | Reduce -1.3% | 5,546 | $2.1M |
| Acas, LLC | 1.75% | Reduce -12.1% | 5,527 | $2.1M |
| Bowman & Co S.C. | 1.12% | Reduce -0.8% | 5,526 | $2.1M |
| Goodwin Investment Advisory | 0.92% | Reduce -0.7% | 5,522 | $2.1M |
| Retirement Income Solutions, Inc. | 0.48% | Reduce -1.0% | 5,521 | $2.1M |
| Bridges Investment Management Inc. | 0.03% | Reduce -3.2% | 5,508 | $2.1M |
| Marco Investment Management LLC | 0.18% | Reduce -9.1% | 5,497 | $2.1M |
| WMS Partners, LLC | 0.12% | New | 5,490 | $2.1M |
| Marks Group Wealth Management, Inc | 0.20% | No change | 5,480 | $2.1M |
| KFA Private Wealth Group, LLC | 1.00% | Add +0.3% | 5,452 | $2.1M |
| PFG Investments, LLC | 0.14% | Reduce -68.7% | 5,451 | $2.1M |
| Flputnam Investment Management Co. | 0.04% | Add +0.6% | 5,406 | $2.1M |
| Sunbelt Securities, Inc. | 0.20% | Add +1.2% | 5,394 | $2.1M |
| Nicolet Bankshares Inc. | 0.42% | Reduce -1.2% | 5,374 | $2.1M |
| Kingswood Wealth Advisors, LLC | 0.15% | Add +66.0% | 5,343 | $2.1M |
| Sax Wealth Advisors, LLC | 0.18% | Add +0.2% | 5,307 | $2.0M |
| Pinnacle Bancorp, Inc. | 0.54% | Reduce -4.0% | 5,280 | $2.0M |
| Geometric Wealth Advisors | 0.37% | No change | 5,253 | $2.0M |
| Tidal Investments LLC | 0.02% | Reduce -7.3% | 5,225 | $2.0M |
| Carolinas Wealth Consulting LLC | 0.36% | Reduce -0.5% | 5,203 | $2.0M |
| Whittier Trust Co. | 0.03% | Add +0.0% | 5,189 | $2.0M |
| West Financial Advisors, LLC | 0.38% | Reduce -0.5% | 5,165 | $2.0M |
| Crown Wealth Group, LLC | 0.86% | Add +2.3% | 5,164 | $2.0M |
| Greenhouse Wealth Management, LLC | 1.33% | Add +0.1% | 5,148 | $2.0M |
| Spinnaker Investment Group, LLC | 0.48% | Reduce -5.0% | 5,148 | $2.0M |
| Triangle Securities Wealth Management | 0.51% | Reduce -0.5% | 5,141 | $2.0M |
| Orin Green Financial, LLC | 0.85% | Reduce -1.9% | 5,138 | $2.0M |
| MV Capital Management, Inc. | 0.21% | No change | 5,125 | $2.0M |
| Bordeaux Wealth Advisors LLC | 0.36% | Add +0.1% | 5,116 | $2.0M |
| Foguth Wealth Management, LLC. | 0.71% | Reduce -71.3% | 5,089 | $2.0M |
| CPA Asset Management Group, LLC | 0.94% | Add +8.5% | 5,098 | $2.0M |
| LifeSteps Financial, Inc. | 1.53% | Reduce -1.6% | 5,083 | $2.0M |
| Independent Wealth Network Inc. | 0.86% | Add +0.3% | 5,082 | $2.0M |
| Crestwood Advisors Group, LLC | 0.04% | Add +3.7% | 5,045 | $1.9M |
| Asset Dedication, LLC | 0.13% | Add +6.7% | 5,038 | $1.9M |
| Keel Point, LLC | 0.16% | Reduce -19.9% | 5,034 | $1.9M |
| Vantage Financial Partners, LLC | 0.48% | Add +11.5% | 5,028 | $1.9M |
| First Trust Direct Indexing L.P. | 0.10% | Add +45.9% | 5,022 | $1.9M |
| Fortis Group Advisors, LLC | 0.36% | Add +8.4% | 5,010 | $1.9M |
| Stephens Consulting, LLC | 0.49% | Reduce -0.1% | 5,010 | $1.9M |
| Barnes Pettey Financial Advisors, LLC | 1.53% | Add +0.6% | 4,996 | $1.9M |
| Marquette Asset Management, LLC | 0.30% | Reduce -1.3% | 4,977 | $1.9M |
| Summit Wealth Partners, LLC | 0.37% | Add +15.8% | 4,974 | $1.9M |
| Fulton Bank, N.A. | 0.07% | Add +3.6% | 4,973 | $1.9M |
| Patten & Patten Inc. | 0.13% | Add +1.0% | 4,953 | $1.9M |
| Tradewinds, LLC. | 0.58% | Reduce -4.1% | 4,943 | $1.9M |
| TAP Consulting, LLC | 0.37% | Reduce -0.2% | 4,930 | $1.9M |
| Warwick Investment Management, Inc. | 0.45% | Add +33.7% | 4,924 | $1.9M |
| Ballentine Partners, LLC | 0.03% | No change | 4,915 | $1.9M |
| Powell Investment Advisors, LLC | 0.88% | Add +0.1% | 4,911 | $1.9M |
| Hanson & Doremus Investment Management | 0.30% | Reduce -0.7% | 4,909 | $1.9M |
| Wealthstream Advisors, Inc. | 0.34% | No change | 4,902 | $1.9M |
| Boston Financial Mangement LLC | 0.06% | Reduce -6.5% | 4,892 | $1.9M |
| DT Investment Partners, LLC | 0.15% | Add +1.4% | 4,886 | $1.9M |
| 360 Financial, Inc. | 0.69% | Reduce -3.4% | 4,857 | $1.9M |
| Busey Bank | 0.06% | Reduce -0.2% | 4,855 | $1.9M |
| Taylor Hoffman Capital Management LLC | 0.71% | — | 4,854 | $1.9M |
| Strategic Advocates LLC | 0.66% | Reduce -3.8% | 4,833 | $1.9M |
| Whitaker-Myers Wealth Managers, LTD. | 0.61% | Add +3.9% | 4,794 | $1.8M |
| Ingalls & Snyder LLC | 0.07% | Add +0.3% | 4,773 | $1.8M |
| Park National Corp. | 0.06% | Add +2.7% | 4,764 | $1.8M |
| Anchor Investment Management, LLC | 0.17% | Add +8.7% | 4,747 | $1.8M |
| Graves Light Lenhart Wealth, Inc. | 0.22% | Reduce -4.8% | 4,713 | $1.8M |
| White Knight Strategic Wealth Advisors, LLC | 1.64% | Reduce -0.1% | 4,704 | $1.8M |
| Staley Capital Advisers Inc. | 0.08% | Reduce -3.1% | 4,658 | $1.8M |
| SPC Financial, Inc. | 0.16% | Reduce -91.5% | 4,638 | $1.8M |
| Wolverine Trading, LLC | 0.05% | New | 4,648 | $1.8M |
| NorthLanding Financial Partners, LLC | 1.75% | Reduce -9.1% | 4,615 | $1.8M |
| Lebenthal Global Advisors, LLC | 0.36% | Add +176.3% | 4,592 | $1.8M |
| Harbour Capital Advisors, LLC | 0.41% | Reduce -6.2% | 4,546 | $1.8M |
| Mission Creek Capital Partners, Inc. | 0.41% | Reduce -0.7% | 4,573 | $1.8M |
| Bedel Financial Consulting, Inc. | 0.25% | Add +1.3% | 4,562 | $1.8M |
| Rossmore Private Capital | 0.22% | Reduce -4.1% | 4,653 | $1.7M |
| Walkner Condon Financial Advisors LLC | 0.36% | Reduce -2.6% | 4,543 | $1.7M |
| PAX Financial Group, LLC | 0.31% | Add +18.4% | 4,537 | $1.7M |
| Root Financial Partners, LLC | 0.28% | Add +178.1% | 4,536 | $1.7M |
| Key Financial Inc | 0.38% | Add +0.1% | 4,535 | $1.7M |
| Wick Capital Partners, LLC | 0.56% | Add +0.9% | 4,534 | $1.7M |
| SeaCrest Wealth Management, LLC | 0.19% | Reduce -3.5% | 4,509 | $1.7M |
| GTS Securities LLC | 0.03% | Reduce -51.2% | 4,500 | $1.7M |
| Iron Gate Global Advisors LLC | 0.24% | Reduce -1.6% | 4,492 | $1.7M |
| Rollins Financial Advisors, LLC | 0.28% | Reduce -2.7% | 4,469 | $1.7M |
| Stonebrook Private Inc. | 0.45% | No change | 4,466 | $1.7M |
| Adirondack Trust Co. | 0.65% | No change | 4,397 | $1.7M |
| Soltis Investment Advisors LLC | 0.16% | Reduce -8.7% | 4,393 | $1.7M |
| CRA Financial Services, LLC | 0.31% | Add +9.8% | 4,348 | $1.7M |
| Heritage Financial Services, LLC | 0.22% | No change | 4,338 | $1.7M |
| Strait & Sound Wealth Management LLC | 0.81% | Reduce -5.5% | 4,331 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -82.3% | 4,305 | $1.7M |
| Goldstein Advisors, LLC | 0.25% | Add +0.1% | 4,292 | $1.6M |
| Compass Advisory Group LLC | 0.64% | Add +1.4% | 4,262 | $1.6M |
| Nicholas Hoffman & Company, LLC. | 0.07% | Reduce -3.4% | 4,260 | $1.6M |
| SkyOak Wealth, LLC | 0.36% | Add +1.8% | 4,251 | $1.6M |
| Icon Wealth Advisors, LLC | 0.14% | No change | 4,248 | $1.6M |
| Oakworth Capital, Inc. | 0.11% | No change | 4,248 | $1.6M |
| Almanack Investment Partners, LLC. | 0.26% | Reduce -5.5% | 4,242 | $1.6M |
| Sterling Wealth Management, Inc. | 0.61% | Add +16.1% | 4,236 | $1.6M |
| Newman Dignan & Sheerar, Inc. | 0.39% | Reduce -4.7% | 4,125 | $1.6M |
| Sanctuary Wealth Management, L.L.C. | 1.16% | Add +51.9% | 4,220 | $1.6M |
| Moseley Investment Management Inc. | 0.64% | Add +1.7% | 4,206 | $1.6M |
| Fusion Family Wealth, LLC | 0.15% | Reduce -0.1% | 4,194 | $1.6M |
| Vertex Planning Partners, LLC | 0.38% | Add +0.5% | 4,158 | $1.6M |
| Occidental Asset Management, LLC | 0.26% | Reduce -42.3% | 4,153 | $1.6M |
| Tyler-Stone Wealth Management | 0.30% | Add +147.9% | 4,147 | $1.6M |
| Marshall Wace, LLP | 0.00% | New | 4,139 | $1.6M |
| ICONIQ Capital, LLC | 0.03% | Add +0.2% | 4,138 | $1.6M |
| Boyd Wealth Management, LLC | 0.80% | No change | 4,132 | $1.6M |
| Retirement Planning Co of New England, Inc. | 0.79% | Reduce -0.8% | 4,110 | $1.6M |
| Sugarloaf Wealth Management, LLC | 0.26% | Add +7.8% | 4,099 | $1.6M |
| Alta Wealth Advisors LLC | 0.72% | Add +5.9% | 4,099 | $1.6M |
| SK Wealth Management, LLC | 0.81% | — | 3,751 | $1.6M |
| Synergy Asset Management, LLC | 0.24% | Add +13.0% | 4,098 | $1.6M |
| Park Place Capital Corp | 0.45% | Add +578.3% | 4,090 | $1.6M |
| CIC Wealth, LLC | 0.41% | Add +34.9% | 4,083 | $1.6M |
| Lane & Associates LLC | 0.85% | Add +5.5% | 4,079 | $1.6M |
| Investments & Financial Planning, LLC | 0.99% | Reduce -4.6% | 4,074 | $1.6M |
| Evoke Wealth, LLC | 0.04% | New | 4,057 | $1.6M |
| Jeppson Wealth Management, LLC | 0.56% | Add +0.1% | 4,055 | $1.6M |
| Private Trust Co. NA | 0.16% | Reduce -1.6% | 4,042 | $1.6M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.04% | Reduce -2.5% | 4,027 | $1.5M |
| North Ridge Wealth Advisors, Inc. | 1.05% | Reduce -2.7% | 4,007 | $1.5M |
| Allegheny Financial Group | 0.38% | Add +8.8% | 3,966 | $1.5M |
| Southern Capital Advisors, LLC | 0.86% | Add +0.2% | 3,961 | $1.5M |
| Asset Management Group, Inc. | 0.21% | Reduce -9.0% | 3,959 | $1.5M |
| Founders Financial Alliance, LLC | 0.42% | Add +2.3% | 3,946 | $1.5M |
| Johnson Financial Group, Inc. | 0.07% | Add +127.7% | 3,943 | $1.5M |
| Cedar Mountain Advisors, LLC | 0.34% | Add +71.0% | 3,917 | $1.5M |
| Trilogy Capital Inc. | 0.08% | Add +6.4% | 3,914 | $1.5M |
| Diversify Advisory Services, LLC | 0.08% | Add +8.4% | 3,816 | $1.5M |
| Burney Co./ | 0.05% | Reduce -5.0% | 3,900 | $1.5M |
| Providence Capital Advisors, LLC | 0.30% | Add +0.4% | 3,897 | $1.5M |
| Executive Wealth Management, LLC | 0.12% | New | 3,894 | $1.5M |
| Kingfisher Capital LLC | 0.34% | Add +0.2% | 3,894 | $1.5M |
| Lantz Financial LLC | 0.40% | Add +12.9% | 3,890 | $1.5M |
| Dana Investment Advisors, Inc. | 0.05% | Reduce -12.6% | 3,876 | $1.5M |
| Country Club Bank | 0.10% | Reduce -6.3% | 3,888 | $1.5M |
| Aspire Wealth Management Corp | 0.80% | Add +2.8% | 3,847 | $1.5M |
| Voisard Asset Management Group, Inc. | 0.61% | New | 3,842 | $1.5M |
| Foster Victor Wealth Advisors, LLC | 0.12% | Reduce -9.3% | 3,802 | $1.5M |
| Coppell Advisory Solutions LLC | 0.22% | Add +25.5% | 3,855 | $1.5M |
| Yelin Lapidot Holdings Management Ltd. | 0.24% | Reduce -8.1% | 3,835 | $1.5M |
| FineMark National Bank & Trust | 0.05% | Add +49.7% | 3,825 | $1.5M |
| Security National Bank of So Dak | 0.81% | No change | 3,818 | $1.5M |
| Tandem Capital Management Corp. | 0.77% | Reduce -2.7% | 3,811 | $1.5M |
| Pecaut & Co. | 0.52% | Reduce -6.1% | 3,809 | $1.5M |
| First Citizens Bank & Trust Co. | 0.03% | Reduce -0.5% | 3,799 | $1.5M |
| Saiph Capital, LLC | 0.69% | No change | 3,795 | $1.5M |
| Jefferies Financial Group Inc. | 0.03% | Reduce -1.9% | 3,795 | $1.5M |
| Next Level Private LLC | 0.60% | Add +0.1% | 3,786 | $1.5M |
| Summit Global Investments | 0.09% | Add +157.1% | 3,771 | $1.4M |
| Kelly Financial Services LLC | 0.53% | Reduce -1.9% | 3,769 | $1.4M |
| Aua Capital Management, LLC | 0.83% | Reduce -1.5% | 3,730 | $1.4M |
| Mogy Joel R Investment Counsel Inc. | 0.09% | Reduce -1.5% | 3,725 | $1.4M |
| Cibc World Market Inc. | 0.00% | No change | 3,725 | $1.4M |
| Trinity Financial Advisors LLC | 0.64% | Add +6.5% | 5,368 | $1.4M |
| Cherry Tree Wealth Management, LLC | 0.34% | Reduce -4.0% | 3,717 | $1.4M |
| Pure Financial Advisors, LLC | 0.03% | Add +34.5% | 3,711 | $1.4M |
| Fort Sheridan Advisors LLC | 0.22% | Add +1.7% | 3,703 | $1.4M |
| Embree Financial Group | 0.25% | Add +0.9% | 3,702 | $1.4M |
| Traction Financial Partners, LLC | 1.11% | Add +0.0% | 3,700 | $1.4M |
| Arq Wealth Advisors, LLC | 0.54% | Reduce -0.6% | 3,778 | $1.4M |
| Ferguson Wellman Capital Management, Inc. | 0.03% | No change | 3,678 | $1.4M |
| Twin Lakes Capital Management, LLC | 0.91% | Add +0.3% | 3,674 | $1.4M |
| Gerber Kawasaki Wealth & Investment Management | 0.06% | Add +2.2% | 3,668 | $1.4M |
| Advocate Group LLC | 0.25% | No change | 3,649 | $1.4M |
| CWA Asset Management Group, LLC | 0.07% | — | 3,648 | $1.4M |
| Provenance Wealth Advisors, LLC | 0.17% | No change | 3,641 | $1.4M |
| Northwest Bancshares, Inc. | 0.24% | Reduce -5.8% | 3,631 | $1.4M |
| Davis R M Inc. | 0.03% | Reduce -8.6% | 3,630 | $1.4M |
| Camelot Portfolios, LLC | 1.36% | Reduce -17.3% | 3,604 | $1.4M |
| KilterHowling LLC | 0.87% | Add +0.3% | 3,593 | $1.4M |
| Jackson, Grant Investment Advisers, Inc. | 0.51% | Add +0.1% | 3,579 | $1.4M |
| Benjamin Edwards Inc. | 0.02% | Add +919.7% | 3,569 | $1.4M |
| Summit Financial Strategies, Inc. | 0.15% | Reduce -1.8% | 3,556 | $1.4M |
| LaFleur & Godfrey LLC | 0.19% | Add +4.8% | 3,550 | $1.4M |
| Accel Wealth Management | 0.51% | Reduce -0.5% | 3,538 | $1.4M |
| Meritage Portfolio Management | 0.08% | Reduce -0.2% | 3,520 | $1.4M |
| RTD Financial Advisors, Inc. | 0.17% | Reduce -3.5% | 3,517 | $1.4M |
| Endowment Wealth Management, Inc. | 0.89% | Add +16.4% | 3,516 | $1.4M |
| LRI Investments, LLC | 0.13% | No change | 3,319 | $1.3M |
| HBW Advisory Services LLC | 0.20% | Reduce -1.8% | 3,502 | $1.3M |
| Strategic Wealth Investment Group, LLC | 0.14% | Add +98.5% | 3,539 | $1.3M |
| Ruggaard & Associates LLC | 0.58% | Add +8.2% | 3,485 | $1.3M |
| Harbor Group, Inc. | 0.31% | Reduce -0.1% | 3,470 | $1.3M |
| Absolute Capital Management, LLC | 0.79% | Add +11.6% | 3,464 | $1.3M |
| Thomasville National Bank | 0.10% | Add +17.1% | 3,446 | $1.3M |
| Rockbridge Investment Management, LCC | 0.17% | Reduce -1.0% | 3,435 | $1.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +18.6% | 3,426 | $1.3M |
| First National Bank Sioux Falls | 0.60% | Reduce -1.6% | 3,419 | $1.3M |
| Sonoma Private Wealth LLC | 2.04% | Reduce -4.5% | 3,413 | $1.3M |
| Fiducient Advisors LLC | 0.15% | Add +7.8% | 3,412 | $1.3M |
| Canandaigua National Bank & Trust Co. | 0.12% | Reduce -0.2% | 3,401 | $1.3M |
| Arrow Investment Advisors, LLC | 1.21% | Reduce -6.9% | 3,398 | $1.3M |
| Patriot Investment Management Group, Inc. | 0.10% | Add +6.1% | 3,372 | $1.3M |
| Eldridge Investment Advisors, Inc. | 0.30% | No change | 3,367 | $1.3M |
| American Trust | 0.11% | Reduce -94.0% | 3,361 | $1.3M |
| Curtis Advisory Group, LLC | 0.37% | Reduce -0.3% | 3,355 | $1.3M |
| Boston Trust Walden Corp | 0.01% | No change | 3,334 | $1.3M |
| Fort Pitt Capital Group, LLC | 0.04% | Add +1.4% | 3,322 | $1.3M |
| Quadrant Capital Group LLC | 0.09% | Add +4.1% | 3,311 | $1.3M |
| Hoxton Planning & Management, LLC | 0.49% | Reduce -2.0% | 3,307 | $1.3M |
| Westmount Partners, LLC | 0.38% | Add +0.0% | 3,292 | $1.3M |
| New England Private Wealth Advisors LLC | 0.20% | Add +5.0% | 3,286 | $1.3M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -18.4% | 4,031 | $1.3M |
| Wealth Architects, LLC | 0.14% | Add +44.0% | 3,245 | $1.2M |
| Community Bank of Raymore | 0.94% | Reduce -11.6% | 3,242 | $1.2M |
| Viawealth, LLC | 0.72% | Reduce -3.9% | 3,235 | $1.2M |
| Chapin Davis, Inc. | 0.40% | Add +2.4% | 3,227 | $1.2M |
| Everstar Asset Management, LLC | 0.85% | — | 3,226 | $1.2M |
| Cypress Financial Planning LLC | 0.46% | Add +134.1% | 3,224 | $1.2M |
| Fiduciary Financial Group, LLC | 0.28% | No change | 3,200 | $1.2M |
| First Command Advisory Services, Inc. | 0.01% | Add +44.5% | 3,204 | $1.2M |
| Creekmur Asset Management LLC | 0.29% | Add +0.2% | 3,204 | $1.2M |
| Glenview Trust Co | 0.02% | Add +8.0% | 3,201 | $1.2M |
| Alpha Cubed Investments, LLC | 0.05% | Add +0.1% | 3,193 | $1.2M |
| Tectonic Advisors LLC | 0.08% | Add +7.5% | 3,187 | $1.2M |
| Gallagher Fiduciary Advisors, LLC | 0.25% | Reduce -79.1% | 3,186 | $1.2M |
| Independence Bank of Kentucky | 0.26% | No change | 3,181 | $1.2M |
| LifePro Asset Management | 0.74% | Reduce -0.7% | 3,168 | $1.2M |
| Operose Advisors LLC | 0.39% | Add +14.3% | 3,166 | $1.2M |
| Wrapmanager Inc. | 0.31% | Reduce -5.1% | 3,166 | $1.2M |
| Matrix Asset Advisors Inc. | 0.13% | Add +3.4% | 3,152 | $1.2M |
| Bank of New Hampshire | 0.30% | Add +21.2% | 3,136 | $1.2M |
| Scarborough Advisors, LLC | 0.19% | New | 3,134 | $1.2M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 3,130 | $1.2M |
| Americana Partners, LLC | 0.08% | No change | 3,117 | $1.2M |
| WealthCare Investment Partners, LLC | 0.52% | Add +17.7% | 3,154 | $1.2M |
| Detalus Advisors, LLC | 0.40% | Add +1.3% | 3,111 | $1.2M |
| Breakwater Investment Management | 0.50% | No change | 3,108 | $1.2M |
| Claro Advisors Inc. | 0.15% | Add +9.3% | 3,103 | $1.2M |
| Klingman & Associates, LLC | 0.07% | Reduce -11.1% | 3,087 | $1.2M |
| Breakwater Capital Group | 0.24% | Add +2.6% | 3,086 | $1.2M |
| Shepherd Kaplan Krochuk, LLC | 0.89% | Add +0.2% | 3,083 | $1.2M |
| Clark Capital Management Group, Inc. | 0.01% | Add +30.3% | 3,081 | $1.2M |
| Flagship Private Wealth, LLC | 0.61% | Reduce -2.8% | 3,076 | $1.2M |
| HF Advisory Group, LLC | 0.55% | Reduce -1.5% | 3,075 | $1.2M |
| Fielder Capital Group LLC | 0.39% | Add +0.1% | 3,065 | $1.2M |
| WBH Advisory Inc. | 0.11% | Reduce -3.7% | 3,058 | $1.2M |
| Towneley Capital Management, Inc / DE | 0.27% | Reduce -33.7% | 3,056 | $1.2M |
| Sfm, LLC | 0.88% | No change | 3,041 | $1.2M |
| Private Capital Management LLC | 0.21% | Reduce -3.2% | 3,027 | $1.2M |
| Caldwell Trust Co | 0.12% | No change | 3,027 | $1.2M |
| National Bank of Canada | 0.00% | Add +18.6% | 3,025 | $1.2M |
| Solstein Capital, LLC | 0.61% | Add +254.3% | 3,008 | $1.2M |
| Mb, Levis & Associates, LLC | 0.57% | Add +0.2% | 3,001 | $1.2M |
| Delta Capital Management LLC | 0.67% | No change | 3,000 | $1.2M |
| Deutsche Bank AG | 0.00% | Reduce -8.6% | 2,999 | $1.2M |
| Old National Bancorp | 0.03% | Add +3.2% | 2,991 | $1.1M |
| Caldwell Sutter Capital, Inc. | 0.53% | Reduce -4.9% | 2,981 | $1.1M |
| Bull Oak Capital, LLC | 0.66% | New | 2,981 | $1.1M |
| CVA Family Office, LLC | 0.18% | Reduce -3.0% | 2,969 | $1.1M |
| Wealthquest Corp | 0.10% | Add +7.6% | 3,003 | $1.1M |
| NorthCrest Asset Manangement, LLC | 0.03% | Add +10.2% | 2,963 | $1.1M |
| RKL Wealth Management LLC | 0.10% | Reduce -1.8% | 2,949 | $1.1M |
| Aprio Wealth Management, LLC | 0.18% | Add +3.6% | 2,945 | $1.1M |
| Noesis Capital Mangement Corp. | 0.22% | Add +10.6% | 2,934 | $1.1M |
| Madden Advisory Services, Inc. | 0.51% | Add +21.3% | 2,921 | $1.1M |
| Ascentis Independent Advisors | 0.17% | Add +9.0% | 2,917 | $1.1M |
| Marion Wealth Management | 0.30% | Reduce -0.2% | 2,916 | $1.1M |
| My Legacy Advisors, LLC | 0.44% | Reduce -37.3% | 2,907 | $1.1M |
| Mayflower Financial Advisors, LLC | 0.17% | Reduce -5.3% | 2,900 | $1.1M |
| Avantax Planning Partners, Inc. | 0.04% | Add +4.2% | 2,900 | $1.1M |
| Sonora Investment Management Group, LLC | 0.08% | Add +5.4% | 2,897 | $1.1M |
| Cornell Pochily Investment Advisors, Inc. | 0.38% | Reduce -0.9% | 2,879 | $1.1M |
| Shepherd Financial Partners LLC | 0.13% | Add +5.9% | 2,877 | $1.1M |
| Alpha Omega Wealth Management LLC | 0.20% | Reduce -5.3% | 2,871 | $1.1M |
| Oxford Financial Group, LTD. LLC | 0.07% | Add +51.5% | 2,865 | $1.1M |
| Verus Capital Partners, LLC | 0.11% | Reduce -0.5% | 2,863 | $1.1M |
| Linscomb Wealth, Inc. | 0.05% | No change | 2,853 | $1.1M |
| Sandy Cove Advisors, LLC | 0.45% | Reduce -9.0% | 2,852 | $1.1M |
| Talon Private Wealth, LLC | 0.23% | — | 2,851 | $1.1M |
| Cooper Financial Group | 0.14% | Reduce -6.3% | 2,836 | $1.1M |
| Waterfront Wealth Inc. | 0.27% | Add +22.9% | 2,754 | $1.1M |
| Kestra Investment Management, LLC | 0.05% | New | 2,813 | $1.1M |
| Silver Oak Securities, Incorporated | 0.11% | Reduce -62.2% | 2,913 | $1.1M |
| Galvin, Gaustad & Stein, LLC | 0.10% | Add +11.4% | 2,795 | $1.1M |
| Prosperity Consulting Group, LLC | 0.08% | Add +16.3% | 2,795 | $1.1M |
| Zacks Investment Management | 0.01% | Add +0.7% | 2,786 | $1.1M |
| Cohen Investment Advisors LLC | 0.65% | Reduce -4.5% | 2,769 | $1.1M |
| Tsfg, LLC | 0.23% | Add +5.2% | 2,767 | $1.1M |
| Badgley Phelps Wealth Managers, LLC | 0.02% | Add +4.2% | 2,735 | $1.1M |
| LPWM LLC | 0.34% | Reduce -0.6% | 2,767 | $1.0M |
| Farmers & Merchants Investments Inc. | 0.03% | Reduce -3.4% | 2,729 | $1.0M |
| Circle Wealth Management, LLC | 0.02% | Reduce -18.1% | 2,721 | $1.0M |
| Lincoln Capital LLC | 0.22% | Reduce -5.3% | 2,709 | $1.0M |
| Aviso Wealth Management | 0.56% | No change | 2,702 | $1.0M |
| Symmetry Partners, LLC | 0.25% | New | 2,701 | $1.0M |
| Worth Asset Management, LLC | 0.56% | New | 2,694 | $1.0M |
| Carmichael Hill & Associates, Inc. | 0.38% | Reduce -27.1% | 2,688 | $1.0M |
| TBH Global Asset Management, LLC | 0.22% | Reduce -0.5% | 2,681 | $1.0M |
| Raleigh Capital Management Inc. | 0.40% | Reduce -1.4% | 2,680 | $1.0M |
| Frank, Rimerman Advisors LLC | 0.07% | No change | 2,668 | $1.0M |
| Primoris Wealth Advisors, LLC | 0.74% | Add +5.2% | 2,680 | $1.0M |
| Haverford Trust Co | 0.01% | Reduce -10.0% | 2,661 | $1.0M |
| Winthrop Advisory Group LLC | 0.13% | Add +5.7% | 2,658 | $1.0M |
| Collective Family Office LLC | 0.28% | Reduce -0.5% | 2,653 | $1.0M |
| Freedom Investment Management, Inc. | 0.08% | Reduce -9.2% | 2,637 | $1.0M |
| Jacobi Capital Management LLC | 0.08% | Reduce -0.9% | 2,623 | $1.0M |
| SteelPeak Wealth, LLC | 0.04% | Add +3.8% | 2,620 | $1.0M |
| Farmers Trust Co. | 0.19% | Add +6.2% | 2,619 | $1.0M |
| Mezzasalma Advisors, LLC | 0.40% | Add +178.0% | 2,613 | $1.0M |
| Valley National Advisers Inc. | 0.18% | Reduce -3.0% | 2,613 | $1.0M |
| FinTrust Capital Advisors, LLC | 0.17% | Reduce -16.2% | 2,601 | $999K |
| Lifeworks Advisors, LLC | 0.20% | New | 2,600 | $998K |
| Bremer Bank National Association | 0.19% | No change | 2,597 | $997K |
| Lavaca Capital LLC | 0.48% | Add +0.3% | 2,596 | $997K |
| TCI Wealth Advisors, Inc. | 0.08% | Add +18.6% | 2,595 | $996K |
| Jennison Associates LLC | 0.00% | Add +219.4% | 2,590 | $994K |
| CGC Financial Services, LLC | 0.40% | Add +6.6% | 2,581 | $991K |
| Interchange Capital Partners, LLC | 0.35% | Reduce -12.1% | 2,563 | $984K |
| Baker Avenue Asset Management, LP | 0.03% | Add +19.9% | 2,562 | $984K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | Reduce -0.5% | 2,511 | $981K |
| Bouchey Financial Group, Ltd. | 0.09% | No change | 2,552 | $980K |
| Semus Wealth Partners LLC | 0.69% | Reduce -16.4% | 2,551 | $979K |
| Indiana Trust & Investment Management Co | 0.33% | Add +16.4% | 2,546 | $977K |
| Focused Wealth Management, Inc | 0.13% | Add +0.8% | 2,545 | $977K |
| Wesbanco Bank Inc. | 0.03% | Reduce -7.9% | 2,531 | $972K |
| Winslow Capital Management, LLC | 0.00% | Add +39.4% | 2,531 | $972K |
| RHS Financial, LLC | 0.49% | New | 2,525 | $969K |
| Twin City Private Wealth, LLC | 0.84% | Add +8.5% | 2,519 | $967K |
| 180 Wealth Advisors, LLC | 0.15% | Reduce -3.9% | 2,515 | $966K |
| Convergence Financial, LLC | 0.20% | Reduce -16.1% | 2,513 | $965K |
| Tenon Financial LLC | 0.64% | No change | 2,512 | $964K |
| Grant/GrossMendelsohn, LLC | 0.42% | Add +6.9% | 2,510 | $964K |
| Swmg, LLC | 0.40% | Reduce -24.9% | 2,349 | $960K |
| Northstar Advisory Group, LLC | 0.50% | Reduce -8.8% | 2,499 | $959K |
| Bridgewealth Advisory Group, LLC | 0.35% | Reduce -4.9% | 2,497 | $959K |
| Jaffetilchin Investment Partners, LLC | 0.07% | Add +52.7% | 2,497 | $959K |
| Rather & Kittrell, Inc. | 0.23% | Add +50.4% | 2,490 | $956K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -23.9% | 2,490 | $956K |
| Legacy Advisors, LLC | 0.10% | No change | 2,487 | $955K |
| Trademark Financial Management, LLC | 0.75% | Reduce -6.0% | 2,471 | $949K |
| Verity Asset Management, Inc. | 0.36% | Reduce -5.9% | 2,468 | $947K |
| PDS Planning, Inc | 0.08% | Reduce -2.7% | 2,458 | $944K |
| Trust Co. of Vermont | 0.05% | No change | 2,448 | $940K |
| Private Advisory Group LLC | 0.12% | Add +0.2% | 2,447 | $939K |
| Alaska Wealth Advisors, LLC | 0.14% | Reduce -0.0% | 2,439 | $936K |
| Herold Advisors, Inc. | 0.20% | No change | 2,438 | $936K |
| Libra Wealth LLC | 0.37% | No change | 2,435 | $935K |
| Talisman Wealth Advisors LLC | 0.98% | Add +0.1% | 2,442 | $934K |
| Atlantic Edge Private Wealth Management, LLC | 0.28% | Reduce -30.4% | 2,432 | $934K |
| Cosner Financial Group, LLC | 0.60% | No change | 2,425 | $931K |
| Athena Investment Management | 0.53% | Add +1.1% | 2,420 | $929K |
| Sage Financial Management Group, Inc. | 0.36% | New | 2,421 | $929K |
| Wealth Advisors of Iowa, LLC | 0.47% | New | 2,419 | $929K |
| Capital Asset Advisory Services LLC | 0.05% | Add +23.2% | 2,409 | $928K |
| Apella Capital, LLC | 0.04% | Reduce -0.1% | 2,431 | $922K |
| Archer Investment Corp | 0.25% | Add +6.5% | 2,397 | $920K |
| Stablepoint Partners, LLC | 0.17% | Reduce -2.0% | 2,396 | $920K |
| Alley Investment Management Company, LLC | 0.12% | Reduce -8.0% | 2,392 | $918K |
| Evolution Wealth Advisors, LLC | 0.16% | No change | 2,380 | $914K |
| First Commonwealth Financial Corp | 0.22% | Reduce -5.5% | 2,369 | $910K |
| Beacon Financial Advisory LLC | 0.31% | Reduce -1.4% | 2,367 | $909K |
| Investmark Advisory Group LLC | 0.44% | Add +1.0% | 2,366 | $908K |
| Sheaff Brock Investment Advisors, LLC | 0.08% | Reduce -1.5% | 2,354 | $904K |
| Mainstay Capital Management LLC | 0.15% | No change | 2,350 | $902K |
| BlackRock, Inc. | 0.00% | — | 2,336 | $897K |
| Tanglewood Legacy Advisors, LLC | 0.40% | No change | 2,335 | $896K |
| First Manhattan Co. Llc. | 0.00% | No change | 2,334 | $896K |
| Conservest Capital Advisors, Inc. | 0.09% | No change | 2,597 | $894K |
| Hilltop National Bank | 0.27% | Reduce -31.9% | 2,325 | $893K |
| Brown Miller Wealth Management, LLC | 0.35% | No change | 2,319 | $890K |
| Tudor Financial Inc. | 0.55% | — | 2,310 | $887K |
| Myecfo, LLC | 0.48% | Add +3.1% | 2,306 | $885K |
| Faithward Advisors, LLC | 0.15% | New | 2,306 | $885K |
| GAMMA Investing LLC | 0.09% | Add +11.1% | 2,301 | $883K |
| FRG Family Wealth Advisors LLC | 0.16% | No change | 2,298 | $882K |
| Fortis Capital Advisors, LLC | 0.29% | Reduce -3.0% | 2,294 | $881K |
| Florida Financial Advisors, LLC | 0.45% | Add +75.4% | 2,294 | $881K |
| Carret Asset Management, LLC | 0.10% | Reduce -1.3% | 2,281 | $876K |
| Headinvest, LLC | 0.16% | No change | 2,274 | $873K |
| Tocqueville Asset Management L.P. | 0.01% | Reduce -5.6% | 2,274 | $873K |
| Hilltop Wealth Advisors, LLC | 0.41% | Reduce -0.0% | 2,266 | $870K |
| Horizon Investment Services, LLC | 0.37% | Add +6.9% | 2,264 | $869K |
| Graypoint LLC | 0.06% | No change | 2,249 | $864K |
| Black Swift Group, LLC | 0.19% | No change | 2,244 | $862K |
| Intellectus Partners, LLC | 0.22% | No change | 2,240 | $860K |
| First National Trust Co | 0.03% | Add +1.6% | 2,239 | $860K |
| Guardian Wealth Advisors, LLC / NC | 0.09% | Add +0.1% | 2,235 | $858K |
| Money Concepts Capital Corp. | 0.06% | Add +14.0% | 2,221 | $853K |
| Colonial River Investments, LLC | 0.42% | Reduce -3.5% | 2,207 | $847K |
| Burkett Financial Services, LLC | 0.35% | Reduce -0.3% | 2,204 | $846K |
| AAF Wealth Management, LLC | 0.43% | Add +0.5% | 2,204 | $846K |
| Strategic Financial Services, Inc. | 0.05% | Reduce -2.9% | 2,203 | $846K |
| Shelton Capital Management | 0.02% | No change | 2,200 | $845K |
| Norden Group LLC | 0.10% | Add +54.4% | 2,197 | $843K |
| Wealth Dimensions Group, Ltd. | 0.21% | Reduce -0.7% | 2,196 | $843K |
| Richard W. Paul & Associates, LLC | 0.30% | Reduce -7.6% | 2,194 | $842K |
| Towercrest Capital Management | 0.14% | No change | 2,191 | $841K |
| Proffitt & Goodson Inc. | 0.14% | Reduce -3.2% | 2,178 | $836K |
| Cynosure Group, LLC | 0.12% | Reduce -9.1% | 2,158 | $829K |
| Willner & Heller, LLC | 0.74% | Reduce -1.6% | 2,151 | $826K |
| Traynor Capital Management, Inc. | 0.07% | Add +35.6% | 2,149 | $825K |
| Aufman Associates Inc | 0.53% | Add +278.8% | 2,148 | $825K |
| McLean Asset Management Corp | 0.25% | No change | 2,146 | $823K |
| Fingerlakes Wealth Management, Inc. | 0.68% | Reduce -0.5% | 2,141 | $822K |
| Patton Albertson Miller Group, LLC | 0.11% | Reduce -6.6% | 2,131 | $818K |
| Petra Financial Advisors Inc. | 0.54% | Reduce -0.2% | 2,124 | $815K |
| Northwest Wealth Management, LLC | 0.19% | Add +8.7% | 2,120 | $814K |
| Waller Financial Planning Group, Inc. | 0.20% | Add +11.5% | 2,107 | $809K |
| DiNuzzo Private Wealth, Inc. | 0.10% | No change | 2,102 | $807K |
| Shayne & Jacobs, LLC | 0.20% | No change | 2,100 | $806K |
| Annex Advisory Services, LLC | 0.03% | Reduce -9.7% | 2,094 | $804K |
| Boyd Watterson Asset Management LLC | 0.22% | No change | 2,089 | $802K |
| Northwest Capital Management Inc | 0.29% | No change | 2,078 | $798K |
| Pekin Hardy Strauss, Inc. | 0.10% | Add +1.2% | 2,078 | $798K |
| W Advisors, LLC | 0.49% | Reduce -1.1% | 2,076 | $797K |
| Atlantic Union Bankshares Corp | 0.05% | Reduce -2.6% | 2,075 | $797K |
| Bogart Wealth, LLC | 0.04% | Reduce -7.2% | 2,073 | $796K |
| IFG Advisors, LLC | 0.17% | Add +1.3% | 2,070 | $795K |
| Capital Group Private Client Services, Inc. | 0.01% | Reduce -1.7% | 2,062 | $792K |
| Windsor Capital Management, LLC | 0.23% | Add +0.1% | 2,062 | $792K |
| Redwood Financial Network Corp | 0.62% | Reduce -1.6% | 2,058 | $790K |
| Long Island Wealth Management, Inc. | 0.52% | Reduce -5.0% | 2,049 | $787K |
| Pacific Sun Financial Corp | 0.43% | Reduce -1.0% | 2,048 | $786K |
| DLK Investment Management, LLC | 0.30% | No change | 2,043 | $784K |
| BOS Asset Management, LLC | 0.29% | Reduce -0.4% | 2,036 | $782K |
| GM Advisory Group, LLC | 0.05% | Add +75.2% | 2,030 | $780K |
| Silver Coast Investments LLC | 0.29% | Add +3.5% | 2,027 | $778K |
| Empirical Asset Management, LLC | 0.28% | No change | 2,020 | $776K |
| L & S Advisors Inc | 0.09% | Add +1.1% | 2,020 | $776K |
| One Wealth Advisors, LLC | 0.12% | Reduce -7.1% | 2,019 | $775K |
| Meridian Wealth Advisors, LLC | 0.13% | No change | 2,016 | $774K |
| Householder Group Estate & Retirement Specialist, LLC | 0.23% | Reduce -28.1% | 2,013 | $773K |
| Mason Investment Advisory Services, Inc. | 0.05% | Add +14.7% | 2,012 | $772K |
| River Wealth Advisors LLC | 0.10% | Add +114.3% | 2,010 | $772K |
| Hemington Wealth Management | 0.21% | No change | 2,014 | $771K |
| Sterling Financial Planning, Inc. | 0.28% | Add +1.0% | 2,007 | $771K |
| Northwest Investment Counselors, LLC | 0.17% | Add +0.2% | 2,005 | $770K |
| O'Dell Group, LLC | 0.17% | Add +61.8% | 1,996 | $766K |
| Harmony Asset Management LLC | 0.28% | Add +11.1% | 1,996 | $766K |
| LJI Wealth Management, LLC | 0.16% | Add +7.3% | 1,994 | $766K |
| Frontier Asset Management, LLC | 0.25% | Add +134.2% | 1,993 | $765K |
| Scotia Capital Inc. | 0.00% | Reduce -93.9% | 1,993 | $765K |
| Berkshire Asset Management LLC | 0.04% | No change | 2,044 | $764K |
| YHB Investment Advisors, Inc. | 0.06% | Add +1.6% | 1,991 | $764K |
| Channel Wealth LLC | 0.25% | Add +29.6% | 1,989 | $764K |
| Apollon Financial, LLC | 0.22% | Reduce -4.0% | 1,982 | $761K |
| Shared Vision Wealth Group LLC | 0.41% | No change | 1,978 | $760K |
| Eastern Bank | 0.01% | New | 1,972 | $757K |
| Wolf Group Capital Advisors | 0.36% | Add +25.4% | 2,663 | $754K |
| Zega Financial, LLC | 0.25% | Add +0.3% | 1,955 | $750K |
| Simplicity Wealth,LLC | 0.07% | Reduce -92.1% | 1,944 | $746K |
| Freestone Capital Holdings, LLC | 0.03% | Add +5.2% | 1,938 | $744K |
| Fairhaven Wealth Management, LLC | 0.23% | No change | 1,937 | $744K |
| Two Sigma Securities, LLC | 0.06% | New | 1,930 | $741K |
| S.A. Mason LLC | 0.39% | No change | 1,928 | $740K |
| McNamara Financial Services, Inc. | 0.15% | Reduce -25.7% | 1,926 | $739K |
| Orgel Wealth Management, LLC | 0.02% | Reduce -1.0% | 1,922 | $738K |
| First International Bank & Trust | 0.24% | Reduce -13.2% | 1,916 | $736K |
| Quartz Partners, LLC | 0.46% | — | 1,910 | $733K |
| Petredis Investment Advisors LLC | 0.08% | Add +2.4% | 1,908 | $733K |
| Ellsworth Advisors, LLC | 0.19% | Add +22.5% | 1,893 | $727K |
| Navalign, LLC | 0.21% | Reduce -14.7% | 1,891 | $726K |
| Alliance Wealth Management Group | 0.19% | No change | 1,891 | $726K |
| Cornerstone Advisors Asset Management, LLC | 0.16% | Add +0.3% | 1,886 | $724K |
| Net Worth Advisory Group | 0.21% | — | 1,867 | $717K |
| BBR Partners, LLC | 0.05% | Add +12.3% | 1,866 | $716K |
| Maltin Wealth Management, Inc. | 0.35% | Reduce -0.8% | 1,864 | $716K |
| World Equity Group, Inc. | 0.26% | Add +8.4% | 1,861 | $715K |
| Thompson Davis & Co., Inc. | 0.53% | Add +2.1% | 1,857 | $713K |
| Catalina Capital Group, LLC | 0.24% | Add +2.0% | 1,854 | $712K |
| 9258 Wealth Management, LLC | 0.11% | Reduce -33.6% | 1,854 | $712K |
| Atlantic Private Wealth, LLC | 0.54% | Reduce -1.4% | 1,853 | $712K |
| Foster Group, Inc. | 0.03% | Add +40.8% | 1,847 | $709K |
| Stock Yards Bank & Trust Co. | 0.02% | Add +3.1% | 1,847 | $709K |
| Syverson Strege & Co | 0.24% | Reduce -5.4% | 1,843 | $708K |
| AMG National Trust Bank | 0.02% | Reduce -13.0% | 1,842 | $707K |
| Valued Retirements, Inc. | 0.97% | Add +0.2% | 1,840 | $706K |
| TruWealth Advisors, LLC | 0.04% | Add +0.1% | 1,839 | $706K |
| German American Bancorp, Inc. | 0.07% | No change | 1,838 | $706K |
| Ullmann Wealth Partners Group, LLC | 0.09% | No change | 1,833 | $704K |
| Congress Asset Management Co. | 0.00% | Add +0.8% | 1,827 | $701K |
| HUB Investment Partners, LLC | 0.03% | Reduce -6.4% | 1,823 | $700K |
| New Perspectives, Inc | 0.37% | No change | 1,819 | $698K |
| Buttonwood Financial Advisors Inc. | 0.30% | Add +32.5% | 1,816 | $697K |
| Gateway Wealth Partners, LLC | 0.19% | Add +116.6% | 1,813 | $696K |
| Balanced Rock Investment Advisors LLC | 0.55% | Reduce -4.7% | 1,811 | $695K |
| WASHINGTON TRUST Co | 0.02% | No change | 1,808 | $694K |
| Vision Capital Management, Inc. | 0.10% | No change | 1,806 | $693K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.17% | No change | 1,805 | $693K |
| Berkeley Capital Partners, LLC | 0.20% | Reduce -0.3% | 1,802 | $692K |
| Narwhal Capital Management | 0.06% | No change | 1,800 | $691K |
| Arrowroot Family Office, LLC | 0.40% | Reduce -4.7% | 1,796 | $690K |
| Strategic Wealth Partners, Ltd. | 0.07% | Reduce -8.9% | 1,787 | $686K |
| First Bancorp, Inc | 0.48% | Reduce -5.6% | 1,787 | $686K |
| Amara Financial, Llc. | 0.66% | — | 1,786 | $686K |
| Means Investment Co., Inc. | 0.08% | Add +0.2% | 1,784 | $685K |
| Country Trust Bank | 0.02% | No change | 1,781 | $684K |
| TRUE Private Wealth Advisors | 0.08% | Add +3.7% | 1,769 | $679K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.27% | Add +0.2% | 1,762 | $676K |
| Ally Invest Advisors Inc. | 0.06% | Reduce -10.2% | 1,761 | $676K |
| Larson Financial Group LLC | 0.04% | Reduce -28.1% | 1,761 | $676K |
| MKT Advisors LLC | 0.32% | Add +0.1% | 1,782 | $676K |
| Prosperity Financial Group, Inc. | 0.38% | Add +7.0% | 1,759 | $675K |
| Winch Advisory Services, LLC | 0.19% | Add +78.7% | 1,757 | $675K |
| Octavia Wealth Advisors, LLC | 0.08% | Reduce -19.6% | 1,753 | $673K |
| Quantbot Technologies LP | 0.03% | Add +36.0% | 1,748 | $671K |
| GeoWealth Management, LLC | 0.02% | Add +39.7% | 1,748 | $671K |
| Dynamic Wealth Strategies, LLC | 0.55% | Reduce -2.7% | 1,746 | $670K |
| Heritage Wealth Advisors | 0.03% | Add +259.0% | 1,741 | $668K |
| Modern Wealth Management, LLC | 0.04% | Add +13.2% | 1,739 | $668K |
| RDA Financial Network | 0.21% | Add +1.2% | 1,738 | $667K |
| Shira Ridge Wealth Management | 0.34% | Reduce -0.2% | 1,730 | $664K |
| Chemistry Wealth Management LLC | 0.16% | Add +16.1% | 1,723 | $662K |
| Trivium Point Advisory, LLC | 0.09% | Add +3.6% | 1,619 | $662K |
| Wealth Management Partners, LLC | 0.31% | Reduce -15.0% | 1,723 | $662K |
| Crescent Grove Advisors, LLC | 0.07% | No change | 1,721 | $661K |
| King Wealth Management Group | 0.10% | No change | 1,718 | $660K |
| Fiduciary Group, LLC | 0.07% | Add +0.1% | 1,719 | $660K |
| Firestone Capital Management | 0.17% | Add +50.0% | 1,718 | $660K |
| Full Sail Capital, LLC | 0.04% | No change | 1,717 | $659K |
| Grove Bank & Trust | 0.10% | Add +979.3% | 1,716 | $659K |
| Holderness Investments Co. | 0.14% | Reduce -7.7% | 1,706 | $655K |
| Colton Groome Financial Advisors, LLC | 0.24% | Reduce -2.9% | 1,704 | $654K |
| Team Hewins, LLC | 0.25% | Add +30.8% | 1,703 | $654K |
| Alpine Woods Capital Investors, LLC | 0.11% | No change | 1,600 | $654K |
| TrueWealth Advisors, LLC | 0.22% | Reduce -34.8% | 1,701 | $653K |
| FSA Advisors, Inc. | 0.65% | Reduce -17.4% | 1,704 | $652K |
| First Foundation Advisors | 0.02% | Reduce -18.1% | 1,699 | $652K |
| Seneca Financial Advisors LLC | 0.32% | No change | 1,693 | $650K |
| Beese Fulmer Investment Management, Inc. | 0.06% | Add +0.3% | 1,692 | $650K |
| Sfmg, LLC | 0.05% | Add +2.1% | 1,689 | $648K |
| AF Advisors, Inc. | 0.09% | No change | 1,685 | $647K |
| Sierra Summit Advisors LLC | 0.15% | Reduce -32.7% | 1,682 | $646K |
| Foster Dykema Cabot & Partners, LLC | 0.05% | New | 1,673 | $642K |
| CFO4Life Group, LLC | 0.11% | Add +0.2% | 1,670 | $641K |
| XML Financial, LLC | 0.06% | Add +10.1% | 1,666 | $640K |
| Blue Chip Partners, LLC | 0.06% | Add +0.2% | 1,662 | $638K |
| Accredited Investors Inc. | 0.04% | No change | 1,644 | $631K |
| Tanager Wealth Management LLP | 0.08% | Add +39.6% | 1,642 | $630K |
| National Wealth Management Group, LLC | 0.43% | Add +10.6% | 1,635 | $628K |
| Center For Asset Management LLC | 0.37% | Add +1.3% | 1,623 | $623K |
| Spinnaker Trust | 0.04% | Add +44.0% | 1,613 | $619K |
| Flower City Capital | 0.36% | No change | 1,610 | $618K |
| WealthPLAN Partners, LLC | 0.08% | No change | 1,601 | $615K |
| Capital Advisors Inc. | 0.01% | No change | 1,598 | $614K |
| Colonial Trust Co / SC | 0.09% | Add +0.6% | 1,597 | $613K |
| FAS Wealth Partners, Inc. | 0.05% | Reduce -0.9% | 1,589 | $610K |
| Gilbert & Cook, Inc. | 0.08% | Reduce -6.6% | 1,585 | $609K |
| Ti-Trust, Inc. | 0.43% | Reduce -4.2% | 1,570 | $603K |
| Beacon Wealthcare LLC | 0.24% | New | 1,565 | $601K |
| Well Done, LLC | 0.11% | No change | 1,562 | $600K |
| SFG Wealth Management, LLC. | 0.32% | Reduce -19.3% | 1,550 | $595K |
| Eagle Bay Advisors LLC | 0.22% | Reduce -7.5% | 1,524 | $585K |
| Essex LLC | 0.12% | Add +114.7% | 1,524 | $585K |
| Morton Capital Management LLC | 0.11% | No change | 1,517 | $582K |
| FSA Wealth Management LLC | 0.23% | — | 1,516 | $582K |
| Meridian Financial Advisors, LLC | 0.39% | No change | 1,507 | $579K |
| Vance Wealth, LLC | 0.22% | Add +1.4% | 1,506 | $578K |
| First Business Financial Services, Inc. | 0.06% | No change | 1,502 | $577K |
| Cannell & Spears LLC | 0.01% | No change | 1,494 | $574K |
| Chilton Capital Management LLC | 0.02% | Add +9.8% | 1,493 | $573K |
| Townsend Asset Management Corp. /NC/ | 0.21% | Add +2.8% | 1,492 | $573K |
| Fiduciary Trust Co | 0.01% | New | 1,491 | $572K |
| Valtinson Bruner Financial Planning LLC | 0.20% | Add +148.3% | 1,490 | $572K |
| Capital Advisors Wealth Management, LLC | 0.11% | Add +12.8% | 1,486 | $571K |
| Pinnacle Family Advisors, LLC | 0.30% | Add +6.0% | 1,484 | $570K |
| Unique Wealth Strategies, LLC | 0.25% | Reduce -22.6% | 1,484 | $570K |
| Welch Group, LLC | 0.02% | Reduce -29.4% | 1,482 | $569K |
| Rowlandmiller & Partners.adv | 0.12% | No change | 1,475 | $566K |
| American Financial & Tax Strategies Inc. | 0.29% | No change | 1,474 | $566K |
| Financial Futures Ltd Liability Co. | 0.32% | No change | 1,470 | $564K |
| Lynx Investment Advisory | 0.41% | Add +3.8% | 1,470 | $564K |
| Clarity Financial LLC | 0.07% | Reduce -20.6% | 1,469 | $564K |
| Denver Wealth Management, Inc. | 0.26% | Reduce -0.1% | 1,466 | $563K |
| RAM Investment Partners, LLC | 0.15% | Add +13.8% | 1,465 | $562K |
| Colonial Trust Advisors | 0.05% | No change | 1,465 | $562K |
| Edgestream Partners, L.P. | 0.02% | Reduce -38.6% | 1,452 | $557K |
| Landaas & Co. /Wi | 0.15% | Reduce -2.4% | 1,434 | $550K |
| Ballast Advisors LLC | 0.17% | Reduce -1.9% | 1,431 | $549K |
| JFG Wealth Management, LLC | 0.15% | No change | 1,431 | $549K |
| Baker Tilly Wealth Management, LLC | 0.24% | Reduce -3.6% | 1,430 | $549K |
| Independent Advisor Alliance | 0.02% | Add +2.9% | 1,430 | $549K |
| Fidelis Capital Partners, LLC | 0.07% | Add +100.4% | 1,413 | $548K |
| RiverFront Investment Group, LLC | 0.01% | Add +45.0% | 1,428 | $548K |
| Peoples Financial Services Corp. | 0.25% | Reduce -17.4% | 1,421 | $546K |
| Jackson Thornton Wealth Management, LLC | 0.07% | New | 1,419 | $545K |
| First Western Trust Bank | 0.02% | New | 1,413 | $542K |
| Keudell/Morrison Wealth Management | 0.15% | Add +2.5% | 1,409 | $541K |
| United Community Bank | 0.21% | Add +123.3% | 1,400 | $538K |
| Pettyjohn, Wood & White, Inc. | 0.10% | No change | 1,400 | $538K |
| Viewpoint Capital Management LLC | 0.30% | Add +0.1% | 1,405 | $537K |
| Landmark Wealth Management, Inc. | 0.27% | Add +0.1% | 1,397 | $536K |
| Bey-Douglas LLC | 0.47% | Reduce -8.1% | 1,396 | $536K |
| Capital Management Associates, Inc | 0.22% | Reduce -1.7% | 1,396 | $536K |
| Flagstar Securities, Inc. | 0.14% | Reduce -0.6% | 1,394 | $535K |
| Wealth Group Ltd | 0.16% | Reduce -2.5% | 1,392 | $534K |
| Lee Danner & Bass Inc. | 0.04% | No change | 1,390 | $534K |
| WP Advisors, LLC | 0.20% | Reduce -16.6% | 1,391 | $534K |
| J. W. Coons Advisors, LLC | 0.10% | Add +0.1% | 1,389 | $533K |
| Empire Financial Management Company, LLC | 0.16% | No change | 1,380 | $530K |
| Sterling Investment Advisors, Ltd. | 0.13% | No change | 1,374 | $528K |
| JB Capital LLC | 0.03% | Add +24.9% | 1,371 | $527K |
| Pointe Capital Management LLC | 0.31% | No change | 1,366 | $524K |
| Pittenger & Anderson Inc. | 0.02% | Add +54.1% | 1,365 | $524K |
| Benin Management CORP | 0.15% | Add +0.1% | 1,361 | $523K |
| Red Door Wealth Management, LLC | 0.09% | Reduce -19.9% | 1,358 | $521K |
| Allen Capital Group, LLC | 0.07% | Add +2.6% | 1,355 | $520K |
| Strid Group, LLC | 0.08% | Reduce -76.2% | 1,353 | $519K |
| Farrell Financial LLC | 0.37% | Add +1.5% | 1,267 | $517K |
| Iron Horse Wealth Management, LLC | 0.18% | No change | 1,344 | $516K |
| Ironwood Financial, llc | 0.11% | Add +18.0% | 1,340 | $514K |
| St. Clair Advisors, LLC | 0.15% | No change | 1,339 | $514K |
| Private Client Services, LLC | 0.28% | Reduce -8.2% | 1,333 | $512K |
| Hancock Whitney Corp. | 0.02% | No change | 1,331 | $511K |
| Cypress Wealth Services, LLC | 0.11% | No change | 1,325 | $509K |
| Dover Advisors, LLC | 0.29% | Reduce -8.4% | 1,324 | $508K |
| X-Square Capital, LLC | 0.17% | Add +16.2% | 1,324 | $508K |
| Financial Gravity Companies, Inc. | 0.14% | — | 1,323 | $508K |
| Hibernia Wealth Partners, LLC | 0.18% | New | 1,318 | $506K |
| Allred Capital Management, LLC | 0.20% | Add +0.1% | 1,319 | $506K |
| Keystone Wealth Services, LLC | 0.14% | Add +65.0% | 1,317 | $506K |
| Mosaic Financial Group, LLC | 0.36% | No change | 1,315 | $505K |
| Cladis Investment Advisory, LLC | 0.35% | No change | 1,315 | $505K |
| Welch & Forbes LLC | 0.01% | Add +22.2% | 1,314 | $504K |
| Financial Perspectives, Inc | 0.17% | Add +0.1% | 1,313 | $504K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +16.6% | 1,306 | $501K |
| Calamos Wealth Management LLC | 0.03% | Add +11.7% | 1,302 | $500K |
| Everpar Advisors LLC | 0.26% | Reduce -9.8% | 1,301 | $499K |
| Carlson Capital Management | 0.02% | No change | 1,297 | $498K |
| Slagle Financial, LLC | 0.22% | Add +0.7% | 1,295 | $497K |
| Gables Capital Management Inc. | 0.25% | Add +8.6% | 1,293 | $496K |
| MIdWestOne Financial Group, Inc. | 0.07% | No change | 1,291 | $496K |
| Valley Forge Investment Consultants Inc. Adv | 0.17% | Reduce -1.0% | 1,290 | $495K |
| Armstrong Advisory Group, Inc. | 0.04% | Add +6.7% | 1,276 | $490K |
| Pitcairn Co. | 0.03% | New | 1,275 | $490K |
| HFG Wealth Management, LLC | 0.31% | No change | 1,308 | $489K |
| Narus Financial Partners, LLC | 0.18% | Add +17.6% | 1,272 | $488K |
| Hobbs Group Advisors, LLC | 0.17% | No change | 1,266 | $486K |
| Van Hulzen Asset Management, LLC | 0.04% | Add +42.7% | 1,266 | $486K |
| Williamson Legacy Group, LLC | 0.32% | Add +6.7% | 1,265 | $486K |
| Clarity Wealth Advisors, LLC | 0.14% | Add +10.1% | 1,264 | $485K |
| FSM Wealth Advisors, LLC | 0.13% | Add +28.2% | 1,264 | $485K |
| Abacus Wealth Partners, LLC | 0.07% | Reduce -5.3% | 1,260 | $484K |
| MBE Wealth Management, LLC | 0.26% | Reduce -0.8% | 1,250 | $480K |
| Allen Investment Management, LLC | 0.01% | No change | 1,250 | $480K |
| Motive Wealth Advisors | 0.29% | No change | 1,282 | $479K |
| Rodgers Brothers Inc. | 0.06% | Reduce -19.1% | 1,247 | $479K |
| Weatherly Asset Management L. P. | 0.04% | No change | 1,246 | $478K |
| WealthBridge Capital Management, LLC | 0.14% | Reduce -3.6% | 1,237 | $475K |
| Christensen, King & Associates Investment Services, Inc. | 0.22% | Reduce -4.3% | 1,232 | $473K |
| L.M. Kohn & Company | 0.12% | Add +34.5% | 1,231 | $473K |
| Tucker Asset Management LLC | 0.11% | Add +8.5% | 1,225 | $470K |
| Elevation Point Wealth Partners, LLC | 0.04% | Add +0.1% | 1,220 | $468K |
| Latitude Advisors, LLC | 0.26% | Add +11.1% | 1,219 | $468K |
| Mason & Associates, LLC | 0.14% | No change | 1,217 | $467K |
| Westside Investment Management, Inc. | 0.10% | No change | 1,217 | $467K |
| Schnieders Capital Management LLC | 0.09% | Reduce -8.0% | 1,215 | $466K |
| Fragasso Financial Advisors Inc | 0.04% | Add +0.2% | 1,214 | $466K |
| Twele Capital Management, Inc. | 0.10% | Reduce -23.7% | 1,210 | $465K |
| Adero Partners, LLC | 0.03% | Add +40.9% | 1,209 | $464K |
| Arthur M. Cohen & Associates, LLC | 0.08% | Add +0.8% | 1,217 | $461K |
| FWL Investment Management, LLC | 0.18% | Reduce -2.0% | 1,200 | $461K |
| Monumental Financial Group Inc. | 0.17% | No change | 1,200 | $461K |
| DHJJ Financial Advisors, Ltd. | 0.18% | Reduce -0.2% | 1,198 | $460K |
| Continental Investors Services, Inc. | 0.94% | Reduce -6.3% | 1,213 | $460K |
| Westfuller Advisors, LLC | 0.33% | — | 1,190 | $457K |
| Pachira Investments Inc. | 0.35% | Reduce -2.1% | 1,190 | $457K |
| Mason & Associates Inc | 0.11% | Reduce -1.2% | 1,189 | $456K |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -9.0% | 1,189 | $456K |
| Stockman Wealth Management, Inc. | 0.07% | Add +2.3% | 1,185 | $455K |
| Beacon Financial Strategies CORP | 0.31% | Reduce -5.6% | 1,182 | $454K |
| Sound Income Strategies, LLC | 0.03% | Add +116.1% | 1,182 | $454K |
| Transform Wealth, LLC | 0.03% | Add +8.9% | 1,181 | $453K |
| Diversify Wealth Management, LLC | 0.04% | New | 1,165 | $452K |
| Walker Asset Management, LLC | 0.28% | Add +0.1% | 1,177 | $452K |
| G&S Capital LLC | 0.19% | No change | 1,174 | $451K |
| Proactive Wealth Strategies LLC | 0.25% | — | 1,170 | $449K |
| Lyell Wealth Management, LP | 0.04% | Add +7.3% | 1,169 | $449K |
| waypoint wealth counsel | 0.30% | Add +6.3% | 1,169 | $449K |
| Roundview Capital LLC | 0.03% | Add +11.6% | 1,169 | $449K |
| Horan Capital Advisors, LLC. | 0.15% | No change | 1,169 | $449K |
| Bradley Foster & Sargent Inc. | 0.01% | Add +0.7% | 1,168 | $448K |
| Oxinas Partners, LLC | 0.27% | No change | 1,167 | $448K |
| Legacy Private Trust Co. | 0.03% | Add +13.2% | 1,165 | $447K |
| Syntegra Private Wealth Group, LLC | 0.05% | No change | 1,164 | $447K |
| Evernest Financial Advisors, LLC | 0.12% | Reduce -7.9% | 1,158 | $445K |
| Glassman Wealth Services | 0.08% | No change | 1,153 | $443K |
| FFT Wealth Management LLC | 0.03% | No change | 1,153 | $443K |
| Gries Financial LLC | 0.08% | Add +11.9% | 1,152 | $442K |
| Oxbow Advisors, LLC | 0.04% | Reduce -11.3% | 1,141 | $438K |
| WR Wealth Planners, LLC | 0.12% | Reduce -0.9% | 1,139 | $437K |
| First National Advisers, LLC | 0.07% | Add +21.9% | 1,139 | $437K |
| Verus Financial Partners, Inc. | 0.05% | Reduce -8.2% | 1,154 | $437K |
| Prosperity Wealth Management, Inc. | 0.17% | Add +2.7% | 1,138 | $437K |
| Wynn Capital, LLC | 0.29% | No change | 1,138 | $437K |
| Webster Bank, N. A. | 0.05% | Add +85.9% | 1,136 | $436K |
| Concorde Asset Management, LLC | 0.25% | Reduce -8.9% | 1,135 | $436K |
| Accelerate Investment Advisors LLC | 0.42% | — | 1,133 | $435K |
| Mairs & Power Inc. | 0.00% | No change | 1,128 | $433K |
| Pacifica Partners Inc. | 0.18% | No change | 1,122 | $431K |
| Garrett Wealth Advisory Group, LLC | 0.11% | Add +0.3% | 1,119 | $429K |
| Toews Corp. | 0.06% | Add +5.3% | 1,118 | $429K |
| TriaGen Wealth Management LLC | 0.14% | No change | 1,116 | $428K |
| Insight Wealth Strategies, LLC | 0.06% | Reduce -5.9% | 1,114 | $428K |
| Debussy Capital Management LP | 0.12% | No change | 1,112 | $427K |
| Collaborative Wealth Managment Inc. | 0.19% | Add +2.4% | 1,109 | $426K |
| Advanced Asset Management Advisors Inc | 0.11% | No change | 1,138 | $426K |
| Tennessee Valley Asset Management Partners | 0.07% | No change | 1,098 | $425K |
| Avestar Capital, LLC | 0.05% | No change | 1,101 | $423K |
| LVM Capital Management Ltd. | 0.05% | No change | 1,126 | $421K |
| John W. Brooker & Co., CPAs | 0.19% | Reduce -7.8% | 1,096 | $421K |
| Johnson Financial Group, LLC | 0.05% | Add +1.5% | 1,095 | $420K |
| Financial Management Network Inc. | 0.09% | Reduce -5.3% | 1,096 | $420K |
| Tyche Wealth Partners LLC | 0.10% | No change | 1,094 | $420K |
| TNF LLC | 0.15% | Add +1.2% | 1,072 | $419K |
| jvl associates llc | 0.16% | No change | 1,089 | $418K |
| Shoker Investment Counsel, Inc. | 0.14% | No change | 1,086 | $417K |
| First Nebraska Trust Co | 0.04% | No change | 1,084 | $416K |
| ARK & TLK Investments, LLC | 0.15% | Reduce -6.1% | 1,083 | $416K |
| Sepio Capital, LP | 0.03% | No change | 1,082 | $415K |
| GEM Asset Management, LLC | 0.24% | Reduce -2.8% | 1,095 | $415K |
| Saxony Capital Management, LLC | 0.38% | Add +69.6% | 1,077 | $413K |
| Hamilton Wealth, LLC | 0.10% | Reduce -10.6% | 1,075 | $413K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | No change | 1,073 | $412K |
| North Star Investment Management Corp. | 0.03% | Add +4.0% | 1,072 | $412K |
| Rainey & Randall Wealth Advisors Inc. | 0.09% | Add +4.1% | 1,069 | $410K |
| Integrated Capital Management, LLC | 0.22% | — | 1,067 | $410K |
| Bernardo Wealth Planning LLC | 0.10% | Reduce -0.1% | 1,053 | $410K |
| Carnegie Lake Advisors LLC | 0.16% | — | 1,066 | $409K |
| Orleans Capital Management Corp. | 0.23% | Reduce -6.6% | 1,065 | $409K |
| High Falls Advisors, Inc | 0.09% | No change | 1,064 | $408K |
| D'Orazio & Associates, Inc. | 0.06% | Add +0.3% | 1,064 | $408K |
| BluePointe Capital Management, LLC | 0.26% | No change | 1,062 | $408K |
| MAS Advisors LLC | 0.87% | Add +5.2% | 1,061 | $407K |
| Skyline Advisors, Inc. | 0.17% | Add +0.1% | 1,061 | $407K |
| Zullo Investment Group, Inc. | 0.17% | No change | 1,060 | $407K |
| BancFirst Trust & Investment Management | 0.14% | Reduce -16.4% | 1,059 | $405K |
| Second Line Capital, LLC | 0.11% | Reduce -3.5% | 1,053 | $404K |
| Horizon Financial Services, LLC | 0.24% | No change | 1,050 | $403K |
| DDD Partners, LLC | 0.04% | No change | 1,049 | $403K |
| West Oak Capital, LLC | 0.20% | No change | 1,048 | $402K |
| Turtle Creek Wealth Advisors, LLC | 0.08% | No change | 1,043 | $400K |
| TCFG Wealth Management, LLC | 0.20% | — | 1,041 | $400K |
| WealthTrust Axiom LLC | 0.12% | No change | 1,041 | $400K |
| Redhawk Wealth Advisors, Inc. | 0.06% | Reduce -16.2% | 1,038 | $399K |
| Quad-Cities Investment Group, LLC | 0.20% | Add +3.0% | 1,035 | $397K |
| Acorn Wealth Advisors, LLC | 0.17% | Reduce -11.0% | 1,034 | $397K |
| Summit Wealth & Retirement Planning, Inc. | 0.13% | New | 1,032 | $396K |
| EPG Wealth Management LLC | 0.10% | Add +0.0% | 1,032 | $396K |
| New Century Financial Group, LLC | 0.14% | Reduce -2.0% | 1,029 | $395K |
| Granite FO LLC | 0.22% | No change | 1,028 | $395K |
| Old Mission Capital LLC | 0.01% | New | 1,026 | $394K |
| Horan Securities, Inc. | 0.15% | Reduce -10.4% | 1,026 | $394K |
| TFG Advisers LLC | 0.14% | Add +0.2% | 1,026 | $394K |
| Cascade Financial Partners, LLC | 0.05% | Reduce -3.9% | 1,000 | $394K |
| Lanark Financial, Inc. | 0.03% | Add +7.6% | 1,023 | $392K |
| F/m Investments LLC | 0.01% | Reduce -78.5% | 1,020 | $392K |
| StoneCrest Wealth Management, Inc. | 0.28% | Add +40.4% | 1,011 | $388K |
| Capital Square, LLC | 0.24% | Add +12.4% | 1,009 | $388K |
| Precedent Wealth Partners, LLC | 0.13% | No change | 1,006 | $386K |
| Signature Resources Capital Management, LLC | 0.35% | Reduce -8.1% | 1,005 | $386K |
| AEGON USA Investment Management, LLC | 0.38% | New | 1,002 | $385K |
| Fairfield, Bush & Co. | 0.23% | Add +15.5% | 1,000 | $384K |
| Chartist Inc. | 0.20% | No change | 1,000 | $384K |
| Cornerstone National Bank & Trust Co | 0.17% | No change | 1,000 | $384K |
| Financial Partners Group, LLC | 0.14% | No change | 1,000 | $384K |
| Cape Cod Five Cents Savings Bank | 0.04% | No change | 1,000 | $384K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 999 | $384K |
| Pacific Sage Partners, LLC | 0.09% | No change | 998 | $383K |
| Braun-Bostich & Associates Inc. | 0.27% | No change | 995 | $382K |
| Weitzel Financial Services, Inc. | 0.18% | Add +10.3% | 1,005 | $382K |
| Creekside Partners | 0.20% | Add +1.4% | 991 | $380K |
| Perkins Coie Trust Co | 0.08% | No change | 991 | $380K |
| WFA of San Diego, LLC | 0.32% | Add +44.3% | 990 | $380K |
| Sensible Money, LLC | 0.17% | No change | 990 | $380K |
| Fiduciary Family Office, LLC | 0.13% | No change | 988 | $379K |
| NewSquare Capital LLC | 0.03% | New | 986 | $379K |
| Capstone Wealth Management Group, LLC | 0.22% | Add +0.3% | 986 | $378K |
| Forbes Financial Planning, Inc. | 0.27% | No change | 982 | $377K |
| FourThought Financial Partners, LLC | 0.04% | Add +8.3% | 980 | $376K |
| Gallacher Capital Management LLC | 0.17% | Reduce -2.5% | 976 | $375K |
| Bailard, Inc. | 0.01% | No change | 975 | $374K |
| Fairscale Capital, LLC | 0.33% | No change | 972 | $373K |
| Lumbard & Kellner, LLC | 0.16% | New | 972 | $373K |
| Kearns & Associates LLC | 0.24% | New | 965 | $371K |
| Kanawha Capital Management LLC | 0.03% | Reduce -6.3% | 961 | $369K |
| Community Bank, N.A. | 0.05% | Add +10.4% | 955 | $367K |
| Sharper & Granite LLC | 0.16% | Reduce -34.5% | 950 | $365K |
| Corepath Wealth Partners LLC | 0.35% | Add +3.6% | 928 | $364K |
| Laurel Wealth Planning LLC | 0.24% | No change | 946 | $363K |
| Westshore Wealth, LLC | 0.15% | No change | 944 | $362K |
| Wells Trecaso Financial Group, LLC | 0.12% | Reduce -15.2% | 939 | $361K |
| Capasso Planning Partners LLC | 0.11% | No change | 939 | $361K |
| AIMZ Investment Advisors, LLC | 0.12% | Reduce -0.5% | 939 | $360K |
| Missouri Trust & Investment Co | 0.13% | No change | 938 | $360K |
| Per Stirling Capital Management, LLC. | 0.05% | Add +0.1% | 938 | $360K |
| Austin Private Wealth, LLC | 0.04% | No change | 930 | $357K |
| Yarger Wealth Strategies, LLC | 0.20% | Add +0.2% | 930 | $357K |
| Valley Wealth Managers, Inc. | 0.03% | Reduce -40.4% | 924 | $355K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.10% | Reduce -1.0% | 923 | $354K |
| tru Independence LLC | 0.10% | Add +0.9% | 921 | $354K |
| West Coast Financial LLC | 0.04% | No change | 919 | $353K |
| PBMares Wealth Management LLC | 0.07% | Add +22.9% | 916 | $352K |
| First City Capital Management, Inc. | 0.18% | Reduce -2.8% | 910 | $349K |
| Portside Wealth Group, LLC | 0.06% | Reduce -1.6% | 910 | $349K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Reduce -9.9% | 910 | $349K |
| Montecito Bank & Trust | 0.06% | No change | 905 | $347K |
| Warren Street Wealth Advisors, LLC | 0.14% | Reduce -10.5% | 904 | $347K |
| US Financial Advisors, LLC | 0.11% | No change | 902 | $346K |
| Schiavi & Co LLC | 0.13% | No change | 902 | $346K |
| Greenspring Advisors, LLC | 0.08% | No change | 900 | $346K |
| Camelot Technology Advisors, Inc. | 0.31% | No change | 900 | $346K |
| Cannon Wealth Management Services, LLC | 0.32% | — | 899 | $345K |
| Halbert Hargrove Global Advisors, LLC | 0.02% | Reduce -25.3% | 899 | $345K |
| Monument Group Wealth Advisors, LLC | 0.21% | No change | 897 | $345K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.06% | Reduce -52.4% | 897 | $344K |
| Grey Ledge Advisors, LLC | 0.09% | Reduce -4.3% | 894 | $343K |
| Hobart Private Capital, LLC | 0.09% | Add +2.1% | 893 | $343K |
| New Republic Capital, LLC | 0.20% | No change | 889 | $341K |
| Washington Trust Bank | 0.03% | Reduce -24.4% | 885 | $340K |
| Elevation Capital Advisory, LLC | 0.15% | Reduce -96.5% | 884 | $339K |
| Shorepoint Capital Partners LLC | 0.08% | Reduce -5.5% | 884 | $339K |
| Moneywise, Inc. | 0.17% | Add +0.9% | 884 | $339K |
| Sequent Planning LLC | 0.12% | Add +15.2% | 881 | $338K |
| Smith Thornton Advisors LLC | 0.22% | No change | 881 | $338K |
| Kitching Partners, LLC | 0.45% | New | 880 | $338K |
| Old Port Advisors | 0.09% | Reduce -3.2% | 880 | $338K |
| Ledyard National Bank | 0.03% | Reduce -13.7% | 880 | $338K |
| Confluence Wealth Services, Inc. | 0.02% | Add +1.0% | 880 | $338K |
| Beacon Financial Planning, Inc. | 0.21% | Add +1.7% | 879 | $337K |
| Melfa Wealth Management, Inc. | 0.22% | Add +13.6% | 875 | $336K |
| Carr Financial Group Corp | 0.10% | No change | 873 | $335K |
| Obermeyer Wealth Partners | 0.02% | Reduce -7.2% | 873 | $335K |
| Taylor & Morgan Wealth Management, LLC | 0.22% | Add +0.1% | 873 | $335K |
| FOCUS Wealth Advisors, LLC | 0.17% | No change | 871 | $334K |
| Global Wealth Management, LLC | 0.23% | — | 871 | $334K |
| Nikulski Financial, Inc. | 0.10% | No change | 866 | $332K |
| Opes Wealth Management LLC | 0.06% | No change | 866 | $332K |
| GYL Financial Synergies, LLC | 0.03% | No change | 865 | $332K |
| Dividend Assets Capital, LLC | 0.06% | No change | 860 | $330K |
| Apriem Advisors | 0.04% | Reduce -6.7% | 860 | $330K |
| Hantz Financial Services, Inc. | 0.01% | Reduce -18.6% | 859 | $330K |
| Truvestments Capital LLC | 0.09% | Reduce -1.6% | 859 | $330K |
| Merriman Wealth Management, LLC | 0.01% | Reduce -15.0% | 859 | $330K |
| Encompass Wealth Advisors, LLC | 0.08% | Reduce -7.8% | 859 | $330K |
| Highland Capital Management, LLC | 0.02% | New | 859 | $330K |
| D.B. Root & Company, LLC | 0.11% | Reduce -14.6% | 847 | $326K |
| Sustainable Growth Advisers, LP | 0.00% | New | 847 | $325K |
| Curated Wealth Partners LLC | 0.04% | Add +4.6% | 846 | $325K |
| Midland Wealth Advisors, LLC | 0.02% | Reduce -9.0% | 845 | $324K |
| Vawter Financial, Ltd. | 0.20% | No change | 844 | $324K |
| Maiden Cove Capital, LLC | 0.50% | Reduce -5.6% | 843 | $324K |
| Pullen Investment Management, LLC | 0.24% | No change | 842 | $323K |
| Hazlett, Burt & Watson, Inc. | 0.15% | Add +14.2% | 839 | $323K |
| Laffer Tengler Investments, Inc. | 0.08% | Add +25.3% | 841 | $323K |
| Financial Security Advisor, Inc. | 0.08% | Add +0.2% | 839 | $322K |
| GFG Capital, LLC | 0.13% | Reduce -32.5% | 1,175 | $322K |
| 5th Street Advisors, LLC | 0.16% | New | 837 | $321K |
| Wealth Quarterback LLC | 0.17% | Reduce -12.6% | 836 | $321K |
| Bank of Stockton | 0.10% | Reduce -0.6% | 835 | $321K |
| Security National Bank of Sioux City Iowa | 0.20% | Reduce -6.2% | 834 | $320K |
| Foundation Wealth Management, LLC | 0.24% | No change | 834 | $320K |
| Amplius Wealth Advisors, LLC | 0.03% | Add +1.1% | 833 | $320K |
| First National Corp. /Ma/ | 0.07% | Reduce -0.2% | 833 | $320K |
| Bison Wealth, LLC | 0.05% | Add +18.4% | 829 | $319K |
| Enterprise Bank & Trust Co | 0.10% | No change | 825 | $317K |
| HM Payson & Co. | 0.01% | Add +5.1% | 824 | $316K |
| Heritage Investment Group, Inc. | 0.06% | No change | 823 | $316K |
| Financial Freedom, LLC | 0.17% | Add +0.1% | 823 | $316K |
| Northwest Bank & Trust Co | 0.24% | No change | 822 | $316K |
| Appleton Partners Inc. | 0.02% | Reduce -2.4% | 819 | $314K |
| BNP Paribas Financial Markets | 0.00% | Reduce -85.1% | 817 | $314K |
| CPC Advisors, LLC | 0.05% | Add +4.0% | 813 | $312K |
| Power Wealth Management LLC | 0.13% | No change | 808 | $310K |
| Prairie Sky Financial Group LLC | 0.18% | Add +0.6% | 804 | $309K |
| Matisse Capital | 0.15% | No change | 804 | $309K |
| Laidlaw Wealth Management LLC | 0.15% | Reduce -8.1% | 802 | $308K |
| Adapt Wealth Advisors, LLC | 0.16% | Reduce -0.5% | 801 | $308K |
| Wealthgarden F.S. LLC | 0.30% | Reduce -3.0% | 799 | $307K |
| Brand Asset Management Group, Inc. | 0.12% | Reduce -1.6% | 796 | $306K |
| Resolute Wealth Strategies, LLC | 0.16% | Add +0.3% | 794 | $305K |
| IRON Financial LLC | 0.17% | Add +0.3% | 794 | $305K |
| J. Safra Sarasin Holding AG | 0.01% | Reduce -3.6% | 793 | $304K |
| Sather Financial Group Inc | 0.02% | No change | 792 | $304K |
| Gradient Investments LLC | 0.01% | Reduce -46.4% | 792 | $304K |
| Fortis Capital Management LLC | 0.06% | Add +0.1% | 792 | $304K |
| Anson Capital, Inc. | 0.27% | Add +23.1% | 789 | $303K |
| Divergent Planning, LLC | 0.11% | No change | 790 | $303K |
| True North Advisors, LLC | 0.08% | New | 785 | $301K |
| Weaver Consulting Group | 0.10% | Add +23.2% | 781 | $300K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.08% | Add +25.4% | 779 | $299K |
| Sentinel Trust Co. Lba | 0.03% | No change | 780 | $299K |
| Cascade Investment Group, Inc. | 0.22% | No change | 777 | $298K |
| Moss Adams Wealth Advisors LLC | 0.03% | Reduce -0.5% | 775 | $298K |
| Goldstone Financial Group, LLC | 0.05% | Reduce -6.4% | 773 | $297K |
| Wealth Group, Ltd. | 0.20% | Reduce -14.8% | 771 | $296K |
| Coston, McIsaac & Partners | 0.08% | Add +12.2% | 772 | $296K |
| TFC Financial Management, Inc. | 0.05% | No change | 770 | $296K |
| Altfest L J & Co. Inc. | 0.04% | New | 767 | $295K |
| Tempus Wealth Planning, LLC | 0.11% | Reduce -0.3% | 768 | $295K |
| Naviter Wealth, LLC | 0.04% | Add +6.3% | 765 | $294K |
| Cascade Investment Advisors, Inc. | 0.19% | No change | 764 | $293K |
| Safeguard Investment Advisory Group, LLC | 0.08% | Reduce -2.8% | 757 | $291K |
| Abacus Planning Group, Inc. | 0.05% | No change | 756 | $290K |
| Pure Portfolios Holdings LLC | 0.11% | — | 753 | $289K |
| Trevian Wealth Management LLC | 0.24% | New | 754 | $289K |
| FWG Investments, LLC. | 0.25% | New | 752 | $289K |
| Rockline Wealth Management, LLC | 0.08% | Reduce -1.1% | 750 | $288K |
| Investment Partners, LTD. | 0.12% | Add +0.1% | 750 | $288K |
| Rockport Wealth LLC | 0.08% | Reduce -2.9% | 746 | $286K |
| James J. Burns & Company, LLC | 0.05% | Add +10.7% | 746 | $286K |
| Milestone Asset Management, LLC | 0.06% | Reduce -20.0% | 744 | $286K |
| Widmann Financial Services, Inc. | 0.22% | Add +4.2% | 744 | $286K |
| JDM Financial Group LLC | 0.16% | No change | 744 | $286K |
| Portland Global Advisors LLC | 0.04% | Reduce -17.3% | 743 | $285K |
| Howe & Rusling Inc. | 0.02% | Add +196.0% | 740 | $284K |
| Canal Capital Management, LLC | 0.05% | No change | 740 | $284K |
| DBK Financial Counsel, LLC | 0.29% | No change | 738 | $283K |
| SilverOak Wealth Management LLC | 0.06% | No change | 737 | $283K |
| Foresight Capital Management Advisors, Inc. | 0.17% | Add +17.2% | 735 | $282K |
| Janus Henderson Group PLC | 0.00% | Add +7.0% | 734 | $282K |
| Sigma Investment Counselors Inc. | 0.02% | No change | 732 | $281K |
| Patten Group, Inc. | 0.06% | Reduce -1.8% | 731 | $281K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.02% | New | 729 | $280K |
| Beaird Harris Wealth Management, LLC | 0.02% | Add +12.0% | 728 | $280K |
| Altus Wealth Group LLC | 0.12% | New | 726 | $279K |
| LBJ Family Wealth Advisors, Ltd. | 0.16% | No change | 720 | $277K |
| Argent Financial Group, Inc. | 0.03% | — | 720 | $276K |
| American Money Management, LLC | 0.06% | Add +18.1% | 717 | $275K |
| Sterling Group Wealth Management, LLC | 0.15% | Reduce -6.8% | 716 | $275K |
| Journey Strategic Wealth LLC | 0.01% | New | 715 | $275K |
| Covenant Partners, LLC | 0.08% | New | 713 | $274K |
| Alera Investment Advisors, LLC | 0.03% | No change | 713 | $274K |
| Brass Tax Wealth Management, Inc. | 0.06% | No change | 708 | $272K |
| EWG Elevate Inc. | 0.11% | Reduce -10.4% | 706 | $271K |
| Tolleson Wealth Management, Inc. | 0.05% | No change | 705 | $271K |
| Capital City Trust Co. | 0.07% | New | 705 | $271K |
| MPS Loria Financial Planners, LLC | 0.08% | No change | 703 | $270K |
| Ironwood Investment Counsel, LLC | 0.04% | Reduce -10.8% | 702 | $270K |
| Atticus Wealth Management, LLC | 0.09% | No change | 702 | $270K |
| Legacy Wealth Asset Management, LLC | 0.07% | No change | 702 | $270K |
| Unionview, LLC | 0.21% | Add +0.3% | 701 | $269K |
| Van Cleef Asset Management,Inc | 0.03% | New | 700 | $269K |
| First Interstate Bank | 0.02% | Add +21.6% | 699 | $268K |
| LGL Partners, LLC | 0.04% | Add +0.3% | 699 | $268K |
| Round Rock Advisors LLC | 0.06% | No change | 697 | $268K |
| Select Asset Management & Trust | 0.10% | Reduce -65.5% | 690 | $265K |
| TCV Trust & Wealth Management, Inc. | 0.02% | Reduce -34.4% | 690 | $265K |
| Eaton-Cambridge Inc. | 0.13% | No change | 689 | $265K |
| McDonald Partners LLC | 0.07% | Add +5.3% | 689 | $265K |
| Personal Cfo Solutions, LLC | 0.04% | Add +13.3% | 688 | $264K |
| Integrity Financial Corp | 0.15% | Add +14.5% | 688 | $264K |
| Litman Gregory Wealth Management LLC | 0.02% | No change | 687 | $264K |
| 49 Wealth Management, LLC | 0.04% | New | 685 | $263K |
| TrinityPoint Wealth, LLC | 0.04% | Reduce -2.0% | 684 | $263K |
| Phoenix Wealth Advisors | 0.12% | Reduce -49.4% | 681 | $261K |
| Abound Wealth Management | 0.09% | No change | 681 | $261K |
| Clear Harbor Asset Management, LLC | 0.02% | No change | 680 | $261K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.10% | Reduce -49.0% | 679 | $261K |
| Seneca House Advisors | 0.11% | No change | 678 | $260K |
| My Personal CFO, LLC | 0.14% | Reduce -2.8% | 673 | $258K |
| Private Capital Management, LLC | 0.03% | Reduce -2.9% | 670 | $257K |
| BSW Wealth Partners | 0.04% | Reduce -7.9% | 666 | $256K |
| Cadence Bank | 0.02% | New | 666 | $256K |
| Philip James Wealth Mangement, LLC | 0.03% | No change | 666 | $256K |
| Verum Partners LLC | 0.07% | Add +0.1% | 665 | $255K |
| Jamison Private Wealth Management, Inc. | 0.04% | Add +27.9% | 665 | $255K |
| Seven Mile Advisory | 0.17% | New | 663 | $255K |
| Texas Capital Bank Wealth Management Services Inc | 0.03% | Reduce -30.9% | 661 | $254K |
| Copperwynd Financial, LLC | 0.08% | Reduce -97.5% | 659 | $253K |
| Legacy PCG, LLC | 0.18% | Reduce -96.5% | 659 | $253K |
| Total Clarity Wealth Management, Inc. | 0.08% | Reduce -1.5% | 657 | $252K |
| Community Financial Services Group, LLC | 0.05% | No change | 656 | $252K |
| Capital Investment Services of America, Inc. | 0.02% | Add +17.6% | 656 | $252K |
| Integris Wealth Management, LLC | 0.07% | New | 655 | $251K |
| Smith Chas P & Associates Pa Cpas | 0.01% | Add +5.7% | 655 | $251K |
| Physician Wealth Solutions Inc. | 0.13% | No change | 637 | $251K |
| Cambridge Financial Group, LLC | 0.10% | Add +0.1% | 652 | $250K |
| Phillips Financial Management, LLC | 0.02% | Reduce -3.0% | 651 | $250K |
| ABLE Financial Group, LLC | 0.08% | New | 650 | $250K |
| Lifestyle Asset Management, Inc. | 0.14% | Reduce -0.6% | 643 | $247K |
| American National Bank & Trust | 0.03% | No change | 643 | $247K |
| Lazari Capital Management, Inc. | 0.11% | Add +1.3% | 642 | $247K |
| Crewe Advisors LLC | 0.03% | Add +11.7% | 642 | $246K |
| Eastover Investment Advisors LLC | 0.12% | Add +4.6% | 641 | $246K |
| MinichMacGregor Wealth Management, LLC | 0.05% | Add +0.8% | 641 | $246K |
| ARS Wealth Advisors Group, LLC | 0.03% | Reduce -12.8% | 639 | $245K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.18% | — | 637 | $245K |
| MY Wealth Management Inc. | 0.25% | New | 635 | $244K |
| Peregrine Asset Advisers, Inc. | 0.08% | No change | 634 | $243K |
| FinDec Wealth Services, Inc. | 0.14% | New | 633 | $243K |
| Priebe Wealth Holdings LLC | 0.18% | No change | 633 | $243K |
| Albion Financial Group | 0.02% | Reduce -2.9% | 632 | $243K |
| JGP Wealth Management, LLC | 0.03% | New | 628 | $241K |
| McDonough Capital Management, Inc | 0.17% | New | 626 | $240K |
| Home Federal Bank of Tennessee | 0.07% | Add +2.3% | 623 | $239K |
| SMI Advisory Services, LLC | 0.05% | Reduce -2.4% | 623 | $239K |
| Harbour Investment Management LLC | 0.11% | No change | 622 | $239K |
| Fagan Associates, Inc. | 0.04% | No change | 622 | $239K |
| Koss-Olinger Consulting, LLC | 0.02% | No change | 620 | $238K |
| Pennsylvania Capital Management Inc. | 0.09% | Add +15.7% | 619 | $238K |
| Brave Asset Management Inc. | 0.06% | Reduce -4.2% | 618 | $237K |
| American Planning Services, Inc. | 0.19% | Reduce -3.0% | 616 | $237K |
| Ransom Advisory, Ltd | 0.11% | Add +19.4% | 615 | $236K |
| Joseph P. Lucia & Associates, LLC | 0.11% | No change | 615 | $236K |
| Cadent Capital Advisors, LLC | 0.08% | New | 611 | $235K |
| KPP Advisory Services LLC | 0.06% | Reduce -61.9% | 610 | $234K |
| Archvest Wealth Advisors, Inc. | 0.15% | Reduce -16.0% | 610 | $234K |
| Lesa Sroufe & Co | 0.22% | No change | 609 | $234K |
| Fort Point Capital Partners LLC | 0.03% | New | 609 | $234K |
| Columbus Macro, LLC | 0.08% | No change | 598 | $232K |
| Stillwater Capital Advisors, LLC | 0.03% | New | 605 | $232K |
| Waterloo Capital, L.P. | 0.03% | Reduce -45.2% | 604 | $232K |
| Taurus Asset Management, LLC | 0.02% | New | 602 | $231K |
| Parker Investment Management, LLC | 0.04% | Reduce -11.3% | 598 | $230K |
| Financial Council, LLC | 0.12% | Add +2.8% | 596 | $229K |
| SC&H Financial Advisors, Inc. | 0.05% | Add +0.2% | 596 | $229K |
| Heritage Investors Management Corp. | 0.01% | Reduce -3.3% | 595 | $228K |
| East Coast Asset Management, LLC. | 0.08% | Reduce -4.5% | 593 | $228K |
| Atlas Capital Advisors Inc. | 0.03% | No change | 592 | $227K |
| O'ROURKE & COMPANY, Inc | 0.11% | No change | 592 | $227K |
| Meridian Wealth Partners, LLC | 0.04% | New | 591 | $227K |
| Valley Financial Group, Inc. | 0.16% | Reduce -1.2% | 590 | $227K |
| Secured Retirement Advisors, LLC | 0.16% | No change | 589 | $226K |
| Brown, Lisle/Cummings, Inc. | 0.07% | Add +238.5% | 589 | $226K |
| Stephenson & Company, Inc. | 0.15% | No change | 585 | $225K |
| Teamwork Financial Advisors, LLC | 0.03% | Add +5.8% | 580 | $223K |
| Stonehearth Capital Management, LLC | 0.09% | Add +5.8% | 580 | $223K |
| Paragon Advisors, LLC | 0.07% | New | 580 | $223K |
| Douglass Winthrop Advisors, LLC | 0.00% | No change | 579 | $222K |
| Gen-Wealth Partners Inc | 0.10% | Add +1376.3% | 561 | $221K |
| Oxler Private Wealth LLC | 0.08% | No change | 575 | $221K |
| Mystic Asset Management, Inc. | 0.08% | New | 574 | $220K |
| Sonata Capital Group Inc. | 0.09% | No change | 573 | $220K |
| Veracity Capital LLC | 0.08% | No change | 573 | $220K |
| New Insight Wealth Advisors | 0.12% | New | 573 | $220K |
| Plan Group Financial, LLC | 0.12% | Add +5.9% | 572 | $220K |
| Traphagen Investment Advisors LLC | 0.02% | No change | 570 | $219K |
| Moser Wealth Advisors, LLC | 0.11% | No change | 570 | $219K |
| Traveka Wealth, LLC | 0.11% | Reduce -15.7% | 570 | $219K |
| Advus Financial Partners, LLC | 0.06% | Add +2.3% | 570 | $219K |
| Ridgecrest Wealth Partners, LLC | 0.11% | Add +4.6% | 568 | $218K |
| Guidance Point Advisors, LLC | 0.07% | Add +0.2% | 568 | $218K |
| Janney Capital Management LLC | 0.01% | No change | 569 | $218K |
| KFG Wealth Management, LLC | 0.05% | Reduce -8.4% | 567 | $218K |
| Asset Allocation Strategies LLC | 0.06% | Reduce -23.7% | 567 | $218K |
| MorganRosel Wealth Management, LLC | 0.07% | Reduce -2.3% | 566 | $217K |
| Silver Oak Advisory Group, Inc. | 0.11% | No change | 567 | $217K |
| Family Firm, Inc. | 0.05% | Reduce -44.7% | 565 | $217K |
| Great Point Wealth Advisors, LLC | 0.05% | No change | 564 | $217K |
| Realta Investment Advisors | 0.10% | Reduce -51.1% | 548 | $215K |
| Essential Planning, LLC. | 0.09% | No change | 559 | $215K |
| Family Capital Management, Inc. | 0.14% | No change | 559 | $215K |
| Wambolt & Associates, LLC | 0.06% | Reduce -10.0% | 566 | $214K |
| Arrow Financial Corp | 0.02% | No change | 556 | $213K |
| Carson Advisory Inc. | 0.13% | No change | 551 | $212K |
| Oak Asset Management, LLC | 0.07% | No change | 551 | $212K |
| Granger Management LLC | 0.04% | Reduce -0.2% | 550 | $211K |
| Frisch Financial Group, Inc. | 0.06% | Reduce -86.3% | 550 | $211K |
| Burns J W & Co. Inc. | 0.03% | No change | 549 | $211K |
| Princeton Capital Management LLC | 0.07% | New | 549 | $211K |
| All Terrain Financial Advisors, LLC | 0.08% | Reduce -5.2% | 548 | $210K |
| David J Yvars Group | 0.13% | No change | 547 | $210K |
| Corundum Group, Inc. | 0.10% | No change | 547 | $210K |
| Fairman Group, LLC | 0.19% | Reduce -24.4% | 547 | $210K |
| CJM Wealth Advisers, Ltd. | 0.07% | No change | 546 | $210K |
| Retirement Solution LLC | 0.05% | Reduce -2.0% | 546 | $210K |
| Stewardship Advisors, LLC | 0.06% | New | 544 | $209K |
| Investment Partners Asset Management, Inc. | 0.17% | New | 543 | $208K |
| Sweet Financial Partners, LLC | 0.05% | New | 542 | $208K |
| 1ST Source Bank | 0.01% | No change | 542 | $208K |
| Monte Financial Group, LLC | 0.09% | New | 541 | $208K |
| Alaethes Wealth, LLC | 0.08% | New | 540 | $207K |
| Legacy Financial Advisors, Inc. | 0.03% | New | 539 | $207K |
| Tortoise Investment Management, LLC | 0.02% | No change | 539 | $207K |
| Cookson Peirce & Co. Inc. | 0.01% | No change | 537 | $206K |
| Princeton Global Asset Management LLC | 0.04% | Reduce -39.5% | 535 | $205K |
| Inscription Capital, LLC | 0.03% | New | 533 | $205K |
| Addison Capital Co | 0.08% | New | 532 | $204K |
| Capital Investment Counsel, LLC | 0.04% | Reduce -43.5% | 531 | $204K |
| MeadowBrook Investment Advisors LLC | 0.19% | Reduce -99.4% | 529 | $203K |
| Baugh & Associates, LLC | 0.10% | New | 528 | $203K |
| Core Wealth Management, Inc. | 0.08% | No change | 541 | $202K |
| Exchange Capital Management, Inc. | 0.03% | Reduce -27.4% | 526 | $202K |
| Barr E S & Co. | 0.01% | New | 525 | $202K |
| Inspire Advisors, LLC | 0.02% | Reduce -5.8% | 525 | $202K |
| Legacy Investment Solutions, LLC | 0.12% | — | 492 | $201K |
| Legacy Wealth Managment, LLC | 0.12% | — | 492 | $201K |
| Lee Financial Co | 0.03% | New | 522 | $200K |
| Andrew Hill Investment Advisors, Inc. | 0.15% | New | 521 | $200K |
| Trust Point Inc. | 0.01% | New | 521 | $200K |
| Activest Wealth Management | 0.06% | Reduce -35.6% | 518 | $199K |
| Pacific Capital Wealth Advisors, Inc. | 0.03% | No change | 508 | $195K |
| Sachetta, LLC | 0.08% | No change | 503 | $193K |
| West Paces Advisors Inc. | 0.05% | No change | 501 | $192K |
| SJS Investment Consulting Inc. | 0.03% | Add +0.6% | 470 | $180K |
| Atwood & Palmer Inc. | 0.01% | No change | 460 | $177K |
| Security National Bank | 0.02% | No change | 450 | $173K |
| Tidemark, LLC | 0.07% | Reduce -18.1% | 449 | $172K |
| Hamilton Point Investment Advisors, LLC | 0.03% | No change | 447 | $172K |
| Lowe Wealth Advisors, LLC | 0.07% | No change | 429 | $165K |
| PrairieView Partners, LLC | 0.02% | Reduce -3.0% | 426 | $163K |
| Private Wealth Management Group, LLC | 0.06% | Reduce -46.9% | 423 | $162K |
| Maryland Capital Advisors Inc. | 0.08% | Reduce -0.9% | 421 | $162K |
| Duncker Streett & Co. Inc. | 0.03% | Add +0.2% | 421 | $161K |
| Clean Yield Group | 0.05% | No change | 404 | $155K |
| Richardson Capital Management LLC | 0.11% | Add +0.5% | 400 | $154K |
| Deane Retirement Strategies, Inc. | 0.07% | New | 397 | $152K |
| Bell Investment Advisors, Inc | 0.03% | No change | 383 | $147K |
| Wintrust Investments LLC | 0.11% | Reduce -89.7% | 382 | $146K |
| Planning Capital Management Corp | 0.09% | No change | 369 | $142K |
| Bangor Savings Bank | 0.01% | Reduce -4.8% | 360 | $138K |
| C M Bidwell & Associates Ltd. | 0.08% | No change | 351 | $135K |
| First Financial Corp. | 0.06% | No change | 348 | $134K |
| Rakuten Securities, Inc. | 0.06% | Add +8.5% | 346 | $133K |
| Headlands Technologies LLC | 0.01% | New | 333 | $128K |
| Founders Capital Management | 0.08% | No change | 324 | $124K |
| Caitlin John, LLC | 0.08% | Add +10.3% | 301 | $123K |
| Union Savings Bank | 0.06% | No change | 316 | $121K |
| Clearstead Trust, LLC | 0.03% | No change | 314 | $121K |
| Pin Oak Investment Advisors Inc. | 0.11% | No change | 309 | $118K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +6000.0% | 305 | $117K |
| LGT Financial Advisors LLC | 0.28% | Add +0.3% | 299 | $115K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -22.2% | 298 | $114K |
| Capital Investment Counsel, Inc | 0.02% | Reduce -12.6% | 298 | $114K |
| Dunhill Financial, LLC | 0.06% | Add +76.5% | 293 | $112K |
| Wolff Wiese Magana LLC | 0.08% | No change | 287 | $110K |
| Oarsman Capital, Inc. | 0.02% | Reduce -57.1% | 285 | $109K |
| Darwin Wealth Management, LLC | 0.03% | New | 283 | $109K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 276 | $106K |
| First Personal Financial Services | 0.02% | No change | 274 | $105K |
| Mark Sheptoff Financial Planning, LLC | 0.06% | No change | 273 | $105K |
| Pineridge Advisors LLC | 0.04% | Reduce -13.9% | 267 | $103K |
| Bray Capital Advisors | 0.03% | Add +0.4% | 266 | $102K |
| Kimelman & Baird, LLC | 0.01% | No change | 261 | $100K |
| Main Street Group, LTD | 0.04% | Reduce -47.0% | 259 | $99K |
| Safe Harbor Fiduciary, LLC | 0.09% | — | 240 | $92K |
| Sittner & Nelson, LLC | 0.04% | No change | 238 | $91K |
| Elevate Wealth Advisory, Inc. | 0.07% | No change | 233 | $89K |
| Barclays PLC | 0.00% | No change | 227 | $87K |
| Ritter Daniher Financial Advisory LLC / DE | 0.03% | Add +10.8% | 226 | $87K |
| Insight Inv LLC | 0.07% | No change | 223 | $86K |
| Delta Asset Management LLC | 0.01% | New | 220 | $84K |
| Kozak & Associates, Inc. | 0.02% | Reduce -6.9% | 217 | $84K |
| Avalon Trust Co | 0.01% | New | 215 | $83K |
| Running Point Capital Advisors, LLC | 0.03% | No change | 215 | $83K |
| Blue Bell Private Wealth Management, LLC | 0.02% | No change | 206 | $79K |
| Planned Solutions, Inc. | 0.03% | New | 204 | $78K |
| Investors Research Corp | 0.02% | No change | 204 | $78K |
| Godsey & Gibb, Inc. | 0.01% | No change | 204 | $78K |
| GW&K Investment Management, LLC | 0.00% | No change | 200 | $77K |
| Luken Investment Analytics, LLC | 0.04% | No change | 200 | $77K |
| Global Wealth Strategies & Associates | 0.02% | No change | 196 | $75K |
| Field & Main Bank | 0.03% | No change | 195 | $75K |
| CoreFirst Bank & Trust | 0.04% | New | 186 | $71K |
| City Holding Co. | 0.01% | No change | 186 | $71K |
| Northwest Financial Advisors | 0.06% | New | 183 | $70K |
| Riverview Trust Co | 0.06% | No change | 182 | $70K |
| Red Lighthouse Investment Management, LLC | 0.03% | No change | 177 | $68K |
| Grand Wealth Management, LLC | 0.04% | No change | 170 | $65K |
| Cordgrass Capital Advisors, LLC | 0.02% | No change | 165 | $63K |
| Old Second National Bank of Aurora | 0.02% | Reduce -33.2% | 165 | $63K |
| Bellevue Asset Management, LLC | 0.03% | Add +0.6% | 164 | $63K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 164 | $63K |
| Morris Financial Concepts, Inc. | 0.03% | Add +548.0% | 162 | $62K |
| Tradewinds Capital Management, LLC | 0.02% | No change | 150 | $58K |
| Briaud Financial Planning Inc | 0.03% | No change | 150 | $57K |
| Morton Brown Family Wealth, LLC | 0.02% | No change | 143 | $55K |
| Pacific Center for Financial Services | 0.01% | No change | 139 | $53K |
| NBT Bank, N.A. | 0.00% | Add +56.8% | 138 | $53K |
| Avondale Wealth Management | 0.03% | No change | 133 | $51K |
| Pension & Wealth Management Advisors, Inc. | 0.03% | No change | 127 | $49K |
| Transcendent Capital Group LLC | 0.02% | Add +420.8% | 125 | $48K |
| Monetary Management Group Inc. | 0.01% | Reduce -3.9% | 125 | $48K |
| Peterson Financial Group, Inc. | 0.18% | New | 124 | $48K |
| SYM FINANCIAL Corp | 0.01% | No change | 120 | $46K |
| MTM Investment Management, LLC | 0.02% | No change | 120 | $46K |
| Stuart Chaussee & Associates, Inc. | 0.01% | No change | 116 | $44K |
| Tompkins Financial Corp. | 0.00% | No change | 115 | $44K |
| Frazier Financial Advisors, LLC | 0.03% | No change | 112 | $43K |
| TruNorth Capital Management, LLC | 0.01% | No change | 104 | $40K |
| Mitchell Sinkler & Starr | 0.01% | No change | 104 | $40K |
| Annapolis Financial Services, LLC | 0.01% | No change | 103 | $40K |
| Compass Wealth Management LLC | 0.01% | No change | 103 | $40K |
| Concord Wealth Partners | 0.01% | No change | 102 | $39K |
| Rosenberg Matthew Hamilton | 0.01% | Add +494.1% | 101 | $39K |
| Versant Capital Management, Inc | 0.01% | No change | 100 | $38K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.00% | No change | 100 | $38K |
| Resources Management Corp. /CT/ | 0.01% | No change | 100 | $38K |
| Arvest Investments, Inc. | 0.01% | No change | 98 | $38K |
| New England Capital Financial Advisors LLC | 0.02% | No change | 95 | $37K |
| Teachers Insurance & Annuity Association of America | 0.05% | — | 92 | $35K |
| CarsonAllaria Wealth Management, Ltd. | 0.02% | No change | 92 | $35K |
| Ulland Investment Advisors, LLC | 0.03% | No change | 90 | $35K |
| McClarren Financial Advisors, Inc. | 0.00% | New | 1,151 | $34K |
| Kiely Wealth Advisory Group, Inc. | 0.02% | No change | 83 | $34K |
| Davis Capital Management | 0.03% | Reduce -86.6% | 83 | $32K |
| New Millennium Group LLC | 0.02% | No change | 82 | $31K |
| Keener Financial Planning LLC | 0.02% | No change | 83 | $31K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -1.3% | 79 | $30K |
| Nemes Rush Group LLC | 0.00% | No change | 87 | $30K |
| Legend Financial Advisors, Inc. | 0.02% | Reduce -53.0% | 71 | $27K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 70 | $27K |
| Mfa Wealth Advisors, LLC | 0.01% | Reduce -93.3% | 68 | $26K |
| Rice Partnership, LLC | 0.01% | Add +31.4% | 67 | $26K |
| AlphaMark Advisors, LLC | 0.01% | No change | 64 | $25K |
| Element Wealth, LLC | 0.01% | Reduce -28.4% | 63 | $24K |
| Family Manage LLC | 0.00% | No change | 60 | $23K |
| Cyrus J. Lawrence, LLC | 0.00% | No change | 60 | $23K |
| Castleview Partners, LLC | 0.01% | No change | 58 | $22K |
| AllSquare Wealth Management LLC | 0.01% | No change | 56 | $22K |
| HighMark Wealth Management LLC | 0.01% | No change | 50 | $19K |
| Thompson Investment Management, Inc. | 0.00% | No change | 50 | $19K |
| Paladin Advisory Group, LLC | 0.01% | No change | 49 | $19K |
| Optimum Investment Advisors | 0.01% | New | 46 | $18K |
| Blume Capital Management, Inc. | 0.00% | No change | 45 | $17K |
| Y.D. More Investments Ltd | 0.00% | New | 44 | $17K |
| St. Johns Investment Management Company, LLC | 0.01% | New | 43 | $17K |
| TCTC Holdings, LLC | 0.00% | No change | 42 | $16K |
| Painted Porch Advisors LLC | 0.01% | Reduce -77.2% | 34 | $13K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -26.7% | 33 | $13K |
| 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 | $10K |
| Sterling Capital Management LLC | 0.00% | — | 25 | $10K |
| DecisionPoint Financial, LLC | 0.00% | No change | 23 | $9K |
| Peoples Bank | 0.01% | No change | 22 | $8K |
| Raffa Wealth Management, LLC | 0.00% | No change | 22 | $8K |
| Anfield Capital Management, LLC | 0.00% | No change | 21 | $8K |
| SIMA Wealth Partners, LLC | 0.01% | No change | 17 | $7K |
| NWK Group, Inc. | 0.00% | New | 17 | $7K |
| Front Row Advisors LLC | 0.00% | No change | 17 | $7K |
| PFC Capital Group, Inc. | 0.00% | Reduce -50.0% | 18 | $6K |
| PSI Advisors, LLC | 0.00% | No change | 16 | $6K |
| Byrne Asset Management LLC | 0.00% | No change | 10 | $4K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 9 | $3K |
| PFG Private Wealth Management, LLC | 0.00% | New | 9 | $3K |
| Arlington Trust Co LLC | 0.00% | No change | 9 | $3K |
| Macroview Investment Management LLC | 0.00% | No change | 8 | $3K |
| Global Trust Asset Management, LLC | 0.00% | No change | 7 | $3K |
| Family Asset Management, LLC | 0.00% | No change | 6 | $2K |
| ARK Investment Management | 0.00% | Reduce -62.5% | 6 | $2K |
| Delos Wealth Advisors, LLC | 0.00% | No change | 5 | $2K |
| POM Investment Strategies, LLC | 0.00% | No change | 1 | $384 |
| Roble, Belko & Company, Inc | 0.00% | No change | 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.