Vanguard Mrngstar GR ETF-SuiVUGETF
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 2,505 institutions reported holding Vanguard Mrngstar GR ETF-Sui (VUG) in their 13F filings, up 279 from Q3 2024. 146 opened new positions and 64 sold out. The largest holders were Bank of America Corp. ($17.8B), Jones Financial Companies LLLP ($11.7B) and Morgan Stanley ($5.7B). 8 famous investors held it, including Joel Greenblatt (0.2% 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 146 | $1.0B |
| Exits | 64 | $267.7M |
All 13F filers, Q3 2024 → Q4 2024: 14,701,866 shares bought and 4,786,932 shares sold, net +9,914,934 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,505 holders
| Bank of America Corp. | 1.65% | Reduce -0.8% | 43,423,124 | $17.8B |
| Jones Financial Companies LLLP | 11.15% | Add +23.5% | 28,577,762 | $11.7B |
| Morgan Stanley | 0.40% | Add +0.8% | 13,918,307 | $5.7B |
| Envestnet Asset Management Inc. | 1.08% | Reduce -0.9% | 8,197,699 | $3.4B |
| Financial Engines Advisors L.L.C. | 6.56% | Reduce -5.9% | 7,597,192 | $3.1B |
| UBS Group AG | 0.55% | Add +2.6% | 5,939,780 | $2.4B |
| LPL Financial LLC | 0.86% | Add +2.9% | 5,128,614 | $2.1B |
| Wells Fargo & Company | 0.40% | Add +15.3% | 3,993,557 | $1.6B |
| Tiaa Trust, National Association | 4.49% | Reduce -2.4% | 3,603,554 | $1.5B |
| Ameriprise Financial Inc. | 0.37% | Add +0.7% | 3,539,318 | $1.5B |
| EP Wealth Advisors, LLC | 10.81% | Add +1.6% | 3,226,810 | $1.3B |
| FMR LLC | 0.07% | Reduce -1.4% | 2,824,356 | $1.2B |
| Mill Creek Capital Advisors, LLC | 26.19% | Reduce -1.0% | 2,657,260 | $1.1B |
| Rwa Wealth Partners, LLC | 12.85% | Reduce -2.0% | 2,540,004 | $1.0B |
| Raymond James Financial Inc. | 0.36% | — | 2,365,417 | $970.9M |
| PNC Financial Services Group, Inc. | 0.63% | Reduce -1.5% | 2,309,346 | $947.8M |
| Bank of New York Mellon Corp | 0.16% | Add +5.1% | 2,064,214 | $847.2M |
| Royal Bank of Canada | 0.18% | Add +3.2% | 1,982,490 | $813.7M |
| Commonwealth Equity Services, LLC | 1.16% | Add +4.2% | 1,925,536 | $790.3M |
| JPMorgan Chase & Co. | 0.06% | Add +5.5% | 1,771,931 | $727.3M |
| D.A. Davidson & Co. | 5.81% | Reduce -0.7% | 1,739,729 | $714.1M |
| Northwestern Mutual Wealth Management Co. | 0.59% | Add +5.7% | 1,705,328 | $699.9M |
| Balentine LLC | 28.26% | Reduce -2.1% | 1,696,331 | $696.2M |
| Mariner, LLC | 1.14% | Add +1.2% | 1,651,458 | $677.8M |
| Goldman Sachs Group Inc. | 0.12% | Add +5.0% | 1,570,721 | $644.7M |
| Sei Investments Co. | 0.81% | Reduce -1.2% | 1,544,960 | $634.1M |
| HighTower Advisors, LLC | 0.80% | Add +1.2% | 1,418,006 | $582.0M |
| Performance Wealth Partners, LLC | 16.98% | Add +0.6% | 1,287,018 | $528.2M |
| Captrust Financial Advisors | 1.38% | Reduce -1.9% | 1,208,562 | $484.5M |
| Modera Wealth Management, LLC | 5.66% | Add +1.0% | 1,142,980 | $469.1M |
| Caisse de depot et placement du Quebec | 0.95% | New | 1,117,000 | $458.5M |
| Cetera Investment Advisers | 0.90% | Reduce -0.5% | 1,052,650 | $432.0M |
| Choreo, LLC | 6.14% | Reduce -0.3% | 1,054,033 | $427.2M |
| Mission Wealth Management, LP | 9.78% | Reduce -0.9% | 1,001,026 | $410.9M |
| Truist Financial Corp. | 0.63% | Reduce -3.2% | 984,103 | $403.9M |
| Osaic Holdings, Inc. | 0.80% | Add +34.0% | 1,066,115 | $358.5M |
| Two Sigma Investments, LP | 0.86% | Add +105.0% | 864,300 | $354.7M |
| Signature Estate & Investment Advisors LLC | 8.83% | Reduce -4.3% | 859,044 | $352.6M |
| CBIZ Investment Advisory Services, LLC | 17.55% | Add +1.8% | 857,121 | $351.8M |
| Equitable Holdings, Inc. | 3.16% | Add +1.6% | 808,829 | $332.0M |
| Moneta Group Investment Advisors LLC | 4.51% | Add +3.4% | 784,422 | $322.0M |
| Charles Schwab Investment Management Inc. | 0.06% | Reduce -13.9% | 783,034 | $321.4M |
| Sanctuary Advisors, LLC | 2.01% | Add +1.8% | 756,371 | $317.6M |
| Northeast Financial Consultants Inc | 13.37% | Add +1.1% | 772,398 | $317.0M |
| MML Investors Services, LLC | 1.08% | Reduce -0.2% | 765,902 | $314.4M |
| Stifel Financial Corp. | 0.31% | Add +3.9% | 726,659 | $298.3M |
| Alliancebernstein L.P. | 0.10% | Add +183.0% | 717,652 | $294.6M |
| Lincoln National Corp. | 9.43% | New | 714,139 | $293.1M |
| Provida Pension Fund Administrator | 5.49% | Reduce -47.5% | 656,689 | $269.5M |
| Waverly Advisors, LLC | 4.05% | Add +3.7% | 636,852 | $261.4M |
| Corient Private Wealth LP | 0.43% | Reduce -15.5% | 628,918 | $257.3M |
| Avantax Advisory Services, Inc. | 1.56% | Add +6.2% | 606,677 | $249.0M |
| Natixis Advisors, LLC | 0.45% | Add +217.1% | 584,988 | $240.1M |
| Cullen/Frost Bankers, Inc. | 3.23% | Reduce -1.1% | 576,039 | $236.4M |
| Wealth Enhancement Advisory Services, LLC | 0.42% | Add +0.6% | 538,222 | $220.9M |
| Focus Partners Wealth | 0.57% | Add +0.6% | 536,379 | $220.2M |
| United Capital Financial Advisors, LLC | 1.81% | Reduce -1.7% | 522,062 | $214.3M |
| Mather Group, Llc. | 2.74% | Reduce -9.7% | 515,334 | $211.5M |
| Assetmark, Inc. | 0.57% | Reduce -3.0% | 512,045 | $210.2M |
| Waldron Private Wealth LLC | 8.25% | Add +6.3% | 499,584 | $205.0M |
| Retirement Investment Advisors, Inc. | 21.56% | Add +1.0% | 498,166 | $204.5M |
| Garde Capital, Inc. | 12.93% | Reduce -1.4% | 477,676 | $196.1M |
| Kestra Advisory Services, LLC | 1.05% | Add +12.2% | 464,960 | $190.8M |
| Cambridge Investment Research Advisors, Inc. | 0.63% | Add +2.1% | 461,639 | $189.5M |
| Merit Financial Group, LLC | 3.40% | Reduce -13.1% | 460,855 | $189.2M |
| Wealthspire Advisors, LLC | 1.86% | Add +32.0% | 456,531 | $187.4M |
| Baird Financial Group, Inc. | 0.35% | Add +37.5% | 440,966 | $181.0M |
| Avior Wealth Management, LLC | 6.62% | Add +36.4% | 441,053 | $181.0M |
| Citigroup Inc. | 0.17% | Reduce -7.9% | 431,272 | $177.0M |
| Cwm, LLC | 0.73% | Add +0.6% | 428,819 | $176.0M |
| Private Advisor Group, LLC | 0.97% | Add +2.2% | 420,612 | $172.6M |
| CSM Advisors, LLC | 8.07% | Add +97.5% | 420,074 | $172.4M |
| Brookstone Capital Management | 2.49% | Add +5.6% | 416,823 | $171.1M |
| Truepoint, Inc. | 4.52% | Reduce -2.4% | 411,186 | $168.8M |
| NewEdge Advisors, LLC | 1.01% | Add +4.0% | 409,440 | $168.1M |
| Woodmont Investment Counsel LLC | 12.38% | Add +0.8% | 408,040 | $167.5M |
| BOK Financial Private Wealth, Inc. | 11.75% | Add +2.2% | 394,233 | $161.8M |
| Invictus Private Wealth, LLC | 12.23% | Add +1.0% | 392,208 | $161.0M |
| Smith Anglin Financial, LLC | 14.51% | Add +4.3% | 376,818 | $154.7M |
| Cerity Partners LLC | 0.31% | Add +62.2% | 351,687 | $144.2M |
| Safeguard Financial, LLC | 30.71% | Add +12.8% | 344,275 | $141.3M |
| Envestnet Portfolio Solutions, Inc. | 0.45% | Reduce -5.0% | 335,022 | $137.5M |
| Beacon Pointe Advisors, LLC | 1.51% | Add +0.4% | 331,491 | $136.1M |
| Bank of Hawaii | 7.49% | Add +2.0% | 329,832 | $135.4M |
| Mercer Global Advisors Inc. | 0.33% | Add +15.7% | 329,816 | $134.5M |
| Rezny Wealth Management, Inc. | 33.01% | Add +2.1% | 327,528 | $134.4M |
| Cornerstone Management, Inc. | 25.69% | Add +14.9% | 323,425 | $132.7M |
| Rockefeller Capital Management L.P. | 0.34% | Add +32.8% | 323,177 | $132.6M |
| US Bancorp \de | 0.17% | Reduce -0.9% | 319,442 | $131.1M |
| Stephens Group Asset Management, LLC | 10.92% | Reduce -0.4% | 319,311 | $131.1M |
| Howard Capital Management, LLC | 2.01% | Add +0.2% | 314,821 | $129.2M |
| Coldstream Capital Management Inc. | 2.69% | Reduce -3.1% | 307,680 | $126.3M |
| Mosaic Family Wealth Partners, LLC | 18.17% | Add +2.2% | 306,687 | $125.9M |
| Permanens Capital L.P. | 23.78% | Add +45.3% | 303,347 | $124.5M |
| Creative Planning | 0.12% | Add +8.6% | 294,489 | $120.9M |
| Strategies Wealth Advisors, LLC | 14.87% | Reduce -2.7% | 282,482 | $119.4M |
| Simon Quick Advisors, LLC | 6.89% | Reduce -1.4% | 280,420 | $115.1M |
| Atria Wealth Solutions, Inc. | 1.22% | Reduce -1.5% | 270,235 | $110.9M |
| Betterment LLC | 0.25% | Add +18.3% | 256,276 | $105.2M |
| Mountain Capital Investment Advisors Inc. | 21.72% | Reduce -7.0% | 252,287 | $104.9M |
| Venturi Wealth Management, LLC | 5.11% | Add +10.8% | 253,172 | $103.9M |
| Trust Co of Tennessee | 34.43% | Reduce -0.4% | 252,040 | $103.4M |
| Financial Synergies Wealth Advisors, Inc. | 12.76% | Add +0.3% | 250,583 | $102.8M |
| CENTRAL TRUST Co | 2.51% | Reduce -3.7% | 249,323 | $102.3M |
| Orion Porfolio Solutions, LLC | 1.01% | Reduce -0.1% | 247,346 | $101.5M |
| Orion Portfolio Solutions, LLC | 1.01% | Reduce -0.1% | 247,346 | $101.5M |
| Relyea Zuckerberg Hanson LLC | 13.16% | Add +3.2% | 238,408 | $97.9M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.99% | Reduce -12.6% | 235,713 | $96.7M |
| Martel Wealth Advisors LLC | 18.88% | Add +1.1% | 235,507 | $96.7M |
| White Lighthouse Investment Management Inc. | 16.92% | Reduce -0.3% | 234,583 | $96.3M |
| Glenmede Trust Co. NA | 0.46% | Reduce -0.1% | 221,729 | $91.0M |
| Bessemer Group Inc. | 0.15% | Reduce -3.3% | 221,037 | $90.7M |
| Brandywine Oak Private Wealth LLC | 8.84% | Reduce -3.4% | 220,174 | $90.4M |
| Fifth Third Bancorp | 0.33% | Reduce -5.3% | 218,999 | $89.9M |
| Summit Financial, LLC | 3.15% | Reduce -2.3% | 218,767 | $89.8M |
| RMR Wealth Builders | 9.25% | Add +5.0% | 218,065 | $89.5M |
| Becker Capital Management Inc. | 2.89% | Add +6.5% | 215,971 | $88.6M |
| Manufacturers Life Insurance Company, The | 0.08% | Reduce -17.7% | 215,331 | $88.4M |
| Vista Capital Partners, Inc. | 10.27% | Reduce -3.8% | 215,058 | $88.3M |
| Steward Partners Investment Advisory, LLC | 0.77% | Add +0.6% | 211,809 | $86.9M |
| BlueStem Wealth Partners, LLC | 11.25% | — | 208,822 | $85.7M |
| NSI Retail Advisors, LLC | 13.49% | No change | 206,787 | $84.9M |
| HCR Wealth Advisors | 10.33% | Add +4.1% | 200,896 | $82.5M |
| Corrigan Financial, Inc. | 18.37% | Reduce -2.1% | 195,240 | $80.1M |
| Campbell Wealth Management | 7.13% | Add +1.5% | 193,020 | $79.2M |
| Blair William & Co. | 0.23% | Reduce -0.6% | 191,450 | $78.6M |
| Cable Hill Partners, LLC | 7.80% | Reduce -1.2% | 188,628 | $77.4M |
| CreativeOne Wealth, LLC | 2.35% | Reduce -3.0% | 187,243 | $76.9M |
| Allworth Financial LP | 0.42% | Add +6.6% | 180,289 | $76.5M |
| Cresset Asset Management, LLC | 0.37% | Add +4.9% | 185,290 | $76.1M |
| Atria Investments, Inc | 0.93% | Reduce -0.1% | 181,336 | $74.4M |
| Arax Advisory Partners | 4.66% | Add +84.5% | 180,403 | $74.0M |
| Janney Montgomery Scott LLC | 0.20% | Add +6.2% | 176,504 | $72.4M |
| Sequoia Financial Advisors, LLC | 0.69% | Add +8.8% | 175,632 | $72.1M |
| Crane Advisory, LLC | 12.54% | Reduce -0.2% | 171,770 | $71.5M |
| Trust Co | 8.16% | Reduce -0.5% | 173,574 | $71.2M |
| Pathstone Holdings, LLC | 0.31% | Reduce -21.5% | 173,157 | $71.1M |
| Cary Street Partners Financial LLC | 2.29% | — | 193,439 | $70.8M |
| HTLF Bank | 7.88% | Reduce -2.4% | 169,834 | $69.7M |
| Vanguard Group Inc. | 0.00% | Add +10.2% | 169,258 | $69.5M |
| Hirtle & Co., LLC | 3.35% | Reduce -1.1% | 168,373 | $69.1M |
| Jentner Corp | 20.11% | Reduce -1.8% | 168,220 | $69.0M |
| Checchi Capital Advisers, LLC | 5.11% | Add +1376.9% | 166,609 | $68.4M |
| EverSource Wealth Advisors, LLC | 3.81% | Add +3.5% | 165,245 | $67.8M |
| Pasadena Private Wealth, LLC | 13.91% | Add +1.4% | 164,932 | $67.7M |
| Northern Trust Corp. | 0.01% | Add +3.6% | 164,887 | $67.7M |
| NorthCoast Asset Management LLC | 0.33% | Add +3.5% | 163,956 | $67.3M |
| Pinnacle Financial Partners Inc | 1.36% | Add +7.7% | 163,920 | $67.3M |
| Venture Visionary Partners LLC | 2.83% | Add +2.6% | 162,600 | $66.7M |
| Nadler Financial Group, Inc. | 6.97% | Add +0.8% | 161,321 | $66.2M |
| Signaturefd, LLC | 1.25% | Reduce -4.0% | 160,287 | $65.8M |
| Clark Asset Management, LLC | 12.07% | Add +8.6% | 157,466 | $64.6M |
| &partners | 0.77% | Add +101.4% | 154,359 | $64.3M |
| Kestra Private Wealth Services, LLC | 1.09% | Add +7.6% | 155,499 | $63.8M |
| McIlrath & Eck, LLC | 8.13% | Add +1.3% | 155,451 | $63.8M |
| Cambridge Associates LLC /Ma/ | 2.04% | No change | 155,193 | $63.7M |
| Comerica Bank | 0.26% | Add +3.8% | 155,147 | $63.7M |
| Blue Edge Capital, LLC | 10.00% | Reduce -1.4% | 154,938 | $63.6M |
| Sage Financial Group Inc. | 5.11% | Reduce -3.8% | 154,703 | $63.5M |
| Veltria Advisors Corp. | 26.21% | Reduce -2.7% | 153,361 | $62.9M |
| Stevens Capital Partners | 28.45% | Add +4.0% | 153,083 | $62.8M |
| Florida Trust Wealth Management Co | 2.01% | Add +2.1% | 153,000 | $62.8M |
| Destination Wealth Management | 1.96% | Reduce -2.7% | 152,479 | $62.6M |
| Cahill Financial Advisors Inc. | 8.19% | Add +4.4% | 147,302 | $60.5M |
| B. Riley Wealth Advisors, Inc. | 1.94% | Reduce -28.0% | 144,249 | $59.2M |
| Partners in Financial Planning | 12.02% | Reduce -1.0% | 143,602 | $58.9M |
| One Day In July LLC | 6.16% | Add +9.8% | 143,137 | $58.7M |
| Condor Capital Management | 5.14% | Add +0.5% | 142,071 | $58.3M |
| Money Design Co.,Ltd. | 2.98% | New | 140,323 | $58.1M |
| Chicago Partners Investment Group LLC | 1.92% | Reduce -7.1% | 139,410 | $57.7M |
| Total Wealth Planning, LLC | 8.83% | Reduce -2.3% | 138,155 | $56.7M |
| Peninsula Wealth, LLC | 9.64% | Reduce -0.6% | 137,745 | $56.5M |
| Strategic Investment Advisors / MI | 5.97% | Add +2.3% | 136,849 | $56.2M |
| Strata Wealth Advisors, LLC | 17.60% | Add +0.4% | 136,606 | $56.1M |
| Affinity Capital Advisors, LLC | 10.54% | Add +4.2% | 135,688 | $56.0M |
| Stephens Inc. | 0.78% | Add +4.9% | 134,784 | $55.3M |
| Inspirion Wealth Advisors, LLC | 7.70% | Add +3.2% | 133,363 | $55.1M |
| Marks Wealth, LLC | 26.13% | New | 132,246 | $54.3M |
| Trustmark Bank Trust Department | 4.03% | Add +5.6% | 132,141 | $54.2M |
| Thrivent Financial for Lutherans | 0.11% | Add +44.8% | 132,145 | $54.2M |
| Systematic Alpha Investments, LLC | 1.98% | No change | 130,672 | $53.6M |
| Magnus Financial Group LLC | 5.19% | Add +2.1% | 130,474 | $53.6M |
| Presilium Private Wealth, LLC | 12.30% | Reduce -0.6% | 130,283 | $53.5M |
| Bokf, NA | 0.88% | Add +8.5% | 127,392 | $51.9M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 1.46% | Reduce -1.7% | 123,486 | $50.7M |
| Strategic Blueprint, LLC | 2.99% | Add +2.3% | 122,194 | $50.2M |
| Bank of Montreal | 0.02% | Add +1.4% | 121,098 | $49.7M |
| Quantum Financial Planning Services, Inc. | 27.49% | — | 120,710 | $49.5M |
| Principle Wealth Partners LLC | 3.48% | Reduce -0.8% | 120,539 | $49.5M |
| Pathway Financial Advisors LLC | 11.13% | Reduce -3.0% | 117,904 | $48.4M |
| IFP Advisors, Inc | 1.58% | Reduce -1.9% | 117,568 | $48.3M |
| First Horizon Advisors, Inc. | 1.35% | Add +0.0% | 117,097 | $48.1M |
| DAVENPORT & Co LLC | 0.28% | Add +7.0% | 116,791 | $47.9M |
| TL Private Wealth | 21.28% | Reduce -4.7% | 114,862 | $47.5M |
| Brickley Wealth Management | 9.63% | Reduce -0.4% | 115,575 | $47.4M |
| CFS Investment Advisory Services, LLC | 4.25% | Reduce -1.4% | 115,436 | $47.4M |
| Private Portfolio Partners LLC | 8.68% | Add +1.0% | 115,010 | $47.2M |
| Fee-Only Financial Planning, L.C. | 29.91% | Reduce -1.9% | 112,803 | $46.3M |
| MBM Wealth Consultants, LLC | 13.76% | Reduce -0.4% | 112,814 | $46.2M |
| PFG Advisors | 2.83% | Add +20.9% | 112,531 | $46.2M |
| Chaney Capital Management, Inc. | 21.73% | Reduce -0.3% | 111,911 | $45.9M |
| Rolek Wealth Management LLC | 35.94% | — | 111,723 | $45.9M |
| Advisory Services Network, LLC | 0.85% | Reduce -6.1% | 111,014 | $45.6M |
| Townsquare Capital LLC | 0.51% | Add +7.3% | 110,441 | $45.3M |
| M&T Bank Corp | 0.15% | Add +2.9% | 109,882 | $45.1M |
| Grey Fox Wealth Advisors, LLC | 12.25% | Add +1.8% | 111,813 | $44.7M |
| Kensington Asset Management, LLC | 2.61% | Reduce -15.3% | 108,320 | $44.5M |
| Gleason Group, Inc. | 7.67% | Add +0.7% | 106,388 | $43.7M |
| One Capital Management, LLC | 1.43% | Reduce -3.6% | 105,556 | $43.3M |
| American Investment Services, Inc. | 7.66% | Reduce -2.1% | 105,468 | $43.3M |
| SP Asset Management LLC | 3.59% | Reduce -0.1% | 104,408 | $42.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3.45% | Reduce -1.3% | 103,526 | $42.5M |
| MAI Capital Management | 0.32% | Add +12.8% | 103,330 | $42.4M |
| Summit Financial Wealth Advisors, LLC | 8.07% | Reduce -0.2% | 99,605 | $41.3M |
| Archford Capital Strategies, LLC | 6.22% | Reduce -4.3% | 100,232 | $41.1M |
| Jacobsen Capital Management | 17.51% | Add +0.1% | 100,207 | $41.1M |
| Acorn Financial Advisory Services Inc. | 6.76% | Reduce -2.0% | 99,950 | $41.0M |
| Foundations Investment Advisors, LLC | 0.79% | Add +44.7% | 99,439 | $40.8M |
| First Pacific Financial | 9.48% | Reduce -5.3% | 99,218 | $40.7M |
| Old Mission Investment Co LLC | 12.05% | Add +5.4% | 98,159 | $40.3M |
| Global Strategic Investment Solutions, LLC | 4.70% | Reduce -0.7% | 97,766 | $40.1M |
| Certified Advisory Corp | 4.36% | Reduce -0.9% | 97,759 | $40.1M |
| Golden Road Advisors LLC | 30.31% | Add +1.3% | 97,622 | $40.1M |
| Bishop & Co Investment Management, LLC | 15.19% | Add +1.0% | 97,044 | $39.8M |
| Penserra Capital Management LLC | 0.73% | Reduce -4.3% | 96,996 | $39.8M |
| Benchmark Wealth Management, LLC | 19.27% | Reduce -2.1% | 95,393 | $39.2M |
| Wolff Financial Management LLC | 10.85% | Reduce -2.8% | 95,264 | $39.1M |
| Exencial Wealth Advisors, LLC | 1.43% | Reduce -0.1% | 94,493 | $38.8M |
| Ocean Park Asset Management, LLC | 1.31% | New | 93,835 | $38.5M |
| Nwam LLC | 2.36% | Reduce -1.7% | 93,057 | $38.2M |
| Ieq Capital, LLC | 0.37% | Add +1.7% | 92,982 | $38.2M |
| Cornerstone Wealth Advisors, Inc. | 10.46% | Reduce -2.0% | 92,848 | $38.1M |
| Duncan Williams Asset Management, LLC | 14.77% | Add +7.0% | 91,421 | $37.5M |
| Scott Capital Advisors, LLC | 10.70% | Reduce -6.8% | 91,825 | $37.2M |
| Franklin Resources Inc. | 0.01% | Add +2.9% | 88,720 | $36.4M |
| Beacon Capital Management, LLC | 4.73% | Add +7.1% | 88,557 | $36.3M |
| Independent Advisor Alliance | 0.47% | Add +5961.2% | 86,675 | $35.6M |
| Wealthfront Advisers LLC | 0.10% | Add +17.4% | 85,858 | $35.2M |
| GenWealth Group, Inc. | 8.00% | Reduce -2.4% | 85,659 | $35.2M |
| Mainsail Asset Management, LLC | 24.56% | Add +2.6% | 85,622 | $35.1M |
| Newton One Investments LLC | 13.51% | Add +23.4% | 85,379 | $35.0M |
| Brown Advisory Inc. | 0.04% | Add +26.2% | 84,975 | $34.9M |
| LVW Advisors, LLC | 4.26% | Add +1.7% | 84,640 | $34.7M |
| JNBA Financial Advisors | 3.52% | Add +13.9% | 83,904 | $34.4M |
| Cassady Schiller Wealth Management, LLC | 12.56% | Add +20.5% | 83,379 | $34.2M |
| Stratos Investment Management, LLC | 2.01% | Add +17.2% | 81,523 | $33.5M |
| AE Wealth Management LLC | 0.28% | Add +9.9% | 81,154 | $33.3M |
| Trek Financial, LLC | 2.48% | Add +12.0% | 80,821 | $33.2M |
| Evergreen Capital Management LLC | 1.07% | Reduce -1.3% | 80,143 | $32.9M |
| Berkshire Money Management, Inc. | 3.58% | Add +0.5% | 80,115 | $32.9M |
| Wealthspan Partners, LLC | 15.70% | Add +1.2% | 80,068 | $32.9M |
| Sandbox Financial Partners, LLC | 10.84% | Add +4.7% | 79,164 | $32.5M |
| Mgo One Seven LLC | 1.25% | Add +3.6% | 79,157 | $32.5M |
| Schechter Investment Advisors, LLC | 2.49% | Reduce -2.9% | 78,924 | $32.4M |
| TD Capital Management LLC | 3.29% | Reduce -2.6% | 78,919 | $32.4M |
| Legacies Wealth LLC | 25.05% | Reduce -14.8% | 78,751 | $32.3M |
| Tritonpoint Wealth, LLC | 2.91% | Add +2.0% | 78,344 | $32.2M |
| Concurrent Investment Advisors, LLC | 0.87% | Add +5.1% | 78,080 | $32.0M |
| GoalVest Advisory LLC | 8.77% | Reduce -0.3% | 77,926 | $32.0M |
| Aire Advisors, LLC | 6.55% | Reduce -0.2% | 77,509 | $31.8M |
| Legacy Financial Group, Inc. | 10.23% | Add +0.3% | 77,375 | $31.8M |
| TD Private Client Wealth LLC | 0.88% | Reduce -3.5% | 76,328 | $31.3M |
| Anderson Hoagland & Co. | 3.22% | Reduce -3.1% | 75,282 | $31.3M |
| Mesirow Financial Investment Management, Inc. | 0.61% | Add +41.1% | 75,285 | $30.9M |
| R. W. Roge & Company, Inc. | 16.65% | Reduce -1.3% | 75,205 | $30.9M |
| Tobias Financial Advisors, Inc. | 6.17% | Reduce -1.0% | 74,741 | $30.7M |
| Fifth Third Securities, Inc. | 2.60% | Add +6.1% | 74,492 | $30.6M |
| Destiny Wealth Partners, LLC | 4.95% | Add +0.2% | 73,761 | $30.3M |
| DeDora Capital, Inc. | 8.26% | Reduce -1.3% | 73,476 | $30.2M |
| Blankinship & Foster, LLC | 7.33% | Reduce -2.4% | 72,602 | $29.8M |
| Lake Street Private Wealth, LLC | 4.76% | Add +12.2% | 72,236 | $29.6M |
| Perigon Wealth Management, LLC | 0.73% | Add +22.0% | 71,828 | $29.5M |
| Financial Advisory Partners, LLC | 9.78% | Add +1.9% | 71,750 | $29.4M |
| CoreCap Advisors, LLC | 1.33% | Add +2.4% | 71,290 | $29.3M |
| Rise Advisors, LLC | 13.80% | Add +3.8% | 69,909 | $28.7M |
| Mitchell McLeod Pugh & Williams Inc. | 6.01% | Add +6.7% | 69,806 | $28.7M |
| J.W. Cole Advisors, Inc. | 1.15% | Add +2.1% | 69,361 | $28.5M |
| Great Valley Advisor Group, Inc. | 0.64% | Add +0.5% | 69,267 | $28.4M |
| Cambridge Capital Management, LLC | 18.11% | Reduce -1.0% | 68,866 | $28.3M |
| B&D White Capital Company, LLC | 4.76% | Add +37.7% | 68,815 | $28.2M |
| Financial Advisors Network, Inc. | 4.68% | — | 68,513 | $28.1M |
| Acorn Creek Capital LLC | 14.44% | Add +1.9% | 68,483 | $28.1M |
| Evolution Advisers, Inc. | 15.33% | Reduce -1.2% | 68,336 | $28.0M |
| Joel Isaacson & Co., LLC | 1.26% | Add +8.2% | 68,310 | $28.0M |
| Parker Financial LLC | 13.71% | Reduce -4.5% | 67,769 | $27.9M |
| HB Wealth Management, LLC | 0.28% | Add +3.6% | 67,346 | $27.6M |
| Harbour Investments, Inc. | 0.79% | Add +7.2% | 67,313 | $27.6M |
| Towerpoint Wealth, LLC | 13.53% | Add +1.0% | 67,306 | $27.6M |
| Neuberger Berman Group LLC | 0.02% | Add +39.4% | 67,282 | $27.6M |
| Hill Island Financial LLC | 8.02% | Reduce -0.1% | 66,898 | $27.5M |
| Strategic Investment Solutions, Inc. | 9.18% | Reduce -29.3% | 80,020 | $27.4M |
| Warner Financial, Inc. | 11.75% | Add +1.1% | 66,592 | $27.3M |
| Everett Harris & Co. | 0.35% | Add +5.3% | 66,500 | $27.3M |
| Arcadia Wealth Management, LLC | 13.81% | Add +2.6% | 66,468 | $27.3M |
| Cannon Financial Strategists, Inc. | 4.67% | Add +2.3% | 66,426 | $27.3M |
| Lido Advisors, LLC | 0.17% | Add +326.2% | 66,131 | $27.1M |
| Advisors Capital Management, LLC | 0.43% | Add +11.1% | 65,919 | $27.1M |
| Capital Wealth Management, LLC | 11.59% | Reduce -2.5% | 65,893 | $27.0M |
| Karpus Management, Inc. | 0.80% | Add +39.5% | 65,646 | $26.9M |
| Ellis Investment Partners, LLC | 5.28% | Reduce -8.2% | 65,292 | $26.8M |
| Stratos Wealth Advisors, LLC | 1.27% | Reduce -24.1% | 64,406 | $26.4M |
| Websterrogers Financial Advisors, LLC | 9.13% | Reduce -0.4% | 64,041 | $26.3M |
| Clayton Financial Group LLC | 9.45% | Add +6.6% | 63,935 | $26.2M |
| Brown Wealth Management, LLC | 9.29% | Add +2.7% | 63,827 | $26.2M |
| Oak Hill Wealth Advisors, LLC | 6.23% | — | 63,720 | $26.2M |
| Marino, Stram & Associates LLC | 5.70% | Add +10.4% | 62,763 | $25.8M |
| Integrated Wealth Concepts LLC | 0.30% | Add +6.6% | 62,619 | $25.7M |
| Hiley Hunt Wealth Management | 14.13% | Reduce -0.1% | 62,070 | $25.5M |
| Beaumont Financial Advisors, LLC | 1.91% | Reduce -1.5% | 61,985 | $25.4M |
| FWG Holdings, LLC | 12.19% | Reduce -1.8% | 61,367 | $25.4M |
| Procyon Advisors, LLC | 1.61% | Reduce -5.9% | 61,205 | $25.1M |
| Tilson Financial Group, Inc. | 10.24% | Add +7.3% | 61,150 | $25.1M |
| Forvis Mazars Wealth Advisors, LLC | 0.57% | Reduce -0.4% | 60,682 | $24.9M |
| Waterford Advisors, LLC | 12.60% | Add +2.0% | 60,296 | $24.7M |
| Bragg Financial Advisors, Inc | 1.00% | Reduce -0.6% | 60,131 | $24.7M |
| Wealth Management Strategies, Inc. | 18.77% | — | 59,793 | $24.5M |
| Robertson Stephens Wealth Management, LLC | 0.87% | Reduce -18.8% | 59,712 | $24.5M |
| Taylor Financial Group, Inc. | 16.95% | Reduce -1.1% | 59,621 | $24.5M |
| Francis Financial, Inc. | 6.20% | Add +7.0% | 59,437 | $24.4M |
| Members Trust Co | 0.84% | Add +1.4% | 59,415 | $24.4M |
| Stephen J. Garry & Associates, LLC | 22.29% | Reduce -2.2% | 58,821 | $24.1M |
| GeoWealth Management, LLC | 0.78% | Add +3244.4% | 58,460 | $24.0M |
| Dakota Wealth Management | 0.55% | Reduce -8.8% | 58,176 | $23.9M |
| Sovereign Financial Group, Inc. | 5.47% | Reduce -0.1% | 58,084 | $23.8M |
| Commerce Bank | 0.14% | Reduce -1.5% | 57,302 | $23.5M |
| Associated Banc-Corp | 0.70% | Add +2.4% | 56,594 | $23.2M |
| Moneco Advisors, LLC | 2.44% | Reduce -2.0% | 56,401 | $23.1M |
| Meridian Wealth Management, LLC | 1.09% | Add +0.8% | 56,043 | $23.0M |
| Prospera Financial Services Inc | 0.54% | Add +7.8% | 55,936 | $23.0M |
| Gray Wealth Management Inc. | 8.68% | Add +8.8% | 55,742 | $22.9M |
| Oppenheimer & Co. Inc. | 0.34% | Add +1.9% | 55,514 | $22.8M |
| Dagco, Inc. | 7.54% | Add +27.1% | 55,428 | $22.7M |
| Global Retirement Partners, LLC | 0.65% | Reduce -0.8% | 55,105 | $22.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.09% | Reduce -3.6% | 54,000 | $22.4M |
| VestGen Investment Management | 6.06% | Reduce -1.6% | 54,145 | $22.2M |
| Regent Peak Wealth Advisors LLC | 4.98% | Reduce -0.1% | 54,104 | $22.2M |
| Marmo Financial Group, LLC | 11.99% | Reduce -1.1% | 54,080 | $22.2M |
| Cutler Investment Counsel LLC | 2.75% | Add +7.9% | 53,856 | $22.1M |
| Retirement Planning Group, LLC | 1.11% | Reduce -7.2% | 53,530 | $22.0M |
| Crews Bank & Trust | 3.67% | — | 53,090 | $21.8M |
| Aspire Private Capital, LLC | 5.37% | Reduce -6.1% | 52,794 | $21.7M |
| Whitegate Investment Counselors, Inc. | 7.32% | Reduce -26.2% | 52,026 | $21.4M |
| OneDigital Investment Advisors LLC | 0.25% | Reduce -11.6% | 51,929 | $21.3M |
| Veery Capital, LLC | 8.11% | Add +0.2% | 51,611 | $21.2M |
| Market Street Wealth Management Advisors LLC | 3.55% | Reduce -2.0% | 51,535 | $21.2M |
| Bay Harbor Wealth Management, LLC | 6.79% | Reduce -4.3% | 50,999 | $20.9M |
| Noble Family Wealth, LLC | 5.73% | Reduce -3.4% | 50,269 | $20.8M |
| Allspring Global Investments Holdings, LLC | 0.03% | No change | 50,756 | $20.8M |
| Beacon Financial Group | 2.23% | Add +0.6% | 50,421 | $20.7M |
| Spreng Capital Management, Inc. | 9.22% | Add +7.3% | 50,379 | $20.7M |
| Yeomans Consulting Group, Inc. | 7.74% | Add +2.4% | 50,377 | $20.7M |
| Tenret Co LLC | 13.02% | Add +3.2% | 50,373 | $20.7M |
| Creative Financial Designs Inc. | 1.67% | Reduce -24.2% | 50,134 | $20.6M |
| IVC Wealth Advisors LLC | 11.50% | Add +7.8% | 50,086 | $20.6M |
| Baron Silver Stevens Financial Advisors, LLC | 3.48% | Add +2.6% | 49,945 | $20.5M |
| Signet Financial Management, LLC | 2.58% | Reduce -0.3% | 49,306 | $20.2M |
| Investment Advisory Group, LLC | 6.70% | Add +3.9% | 48,760 | $20.0M |
| Heartwood Wealth Advisors LLC | 2.25% | Reduce -0.7% | 48,652 | $20.0M |
| Loomis Sayles & Co. L P | 0.03% | Add +233.2% | 48,625 | $20.0M |
| Advantage Trust Co | 11.73% | Add +10.6% | 48,578 | $19.9M |
| Milestone Investment Advisors LLC | 5.37% | Add +2.3% | 48,190 | $19.8M |
| Kohmann Bosshard Financial Services, LLC | 2.37% | Reduce -5.2% | 48,057 | $19.7M |
| Legacy Edge Advisors, LLC | 3.06% | Reduce -1.6% | 46,500 | $19.3M |
| Black Diamond Financial, LLC | 2.86% | Reduce -0.6% | 46,439 | $19.1M |
| Leeward Financial Partners, LLC | 6.76% | Add +7.1% | 46,165 | $18.9M |
| IAG Wealth Partners, LLC | 3.33% | Add +6.7% | 46,045 | $18.9M |
| Ameritas Advisory Services, LLC | 0.65% | Add +57.4% | 45,924 | $18.8M |
| AdvisorNet Financial, Inc | 1.57% | Add +13.2% | 45,551 | $18.7M |
| Bison Wealth, LLC | 2.29% | — | 45,515 | $18.7M |
| Manchester Capital Management LLC | 2.16% | Reduce -2.9% | 45,386 | $18.6M |
| Prime Capital Investment Advisors, LLC | 0.27% | Reduce -6.3% | 45,251 | $18.6M |
| Regal Investment Advisors LLC | 1.39% | Reduce -9.4% | 45,110 | $18.5M |
| Prosperity Planning, Inc. | 8.41% | Reduce -0.9% | 45,034 | $18.5M |
| Dominguez Wealth Management Solutions, Inc. | 13.41% | Add +2.6% | 44,763 | $18.4M |
| Wealth Alliance Advisory Group, LLC | 3.85% | Reduce -2.1% | 44,407 | $18.2M |
| O'Brien Wealth Partners LLC | 3.28% | Add +10.8% | 44,337 | $18.2M |
| GenTrust, LLC | 0.78% | Add +0.8% | 43,906 | $18.0M |
| Financial Advocates Investment Management | 1.02% | Reduce -0.0% | 43,696 | $17.9M |
| Synergy Investment Management, LLC | 7.70% | — | 43,621 | $17.9M |
| Delta Financial Group, Inc. | 4.19% | New | 43,589 | $17.9M |
| Robinswood Financial LLC | 6.72% | Reduce -2.6% | 43,334 | $17.8M |
| RFG Advisory, LLC | 0.50% | Reduce -0.9% | 43,191 | $17.7M |
| CIBC Private Wealth Group LLC | 0.03% | Add +0.8% | 42,797 | $17.7M |
| Founders Grove Wealth Partners, LLC | 5.09% | — | 42,865 | $17.6M |
| Pinion Investment Advisors, LLC | 6.97% | Add +0.6% | 42,665 | $17.5M |
| BTC Capital Management, Inc. | 1.62% | Reduce -0.7% | 42,558 | $17.5M |
| Baltimore-Washington Financial Advisors, Inc. | 0.89% | Add +15.3% | 41,589 | $17.1M |
| Gotham Asset Management | 0.16% | Add +25.7% | 41,584 | $17.1M |
| Roof Eidam Maycock Peralta, LLC | 4.35% | Add +2.9% | 41,053 | $16.8M |
| Stratos Wealth Partners, LTD. | 0.24% | Add +6.3% | 40,744 | $16.7M |
| Financial Insights, Inc. | 6.46% | Reduce -7.5% | 40,744 | $16.7M |
| Gill Capital Partners, LLC | 5.96% | Add +0.0% | 40,487 | $16.6M |
| Olistico Wealth, LLC | 9.62% | Add +6.5% | 40,318 | $16.5M |
| Silicon Valley Capital Partners | 1.84% | Reduce -2.0% | 40,212 | $16.5M |
| Salomon & Ludwin, LLC | 1.74% | Reduce -5.6% | 40,077 | $16.4M |
| Kennicott Capital Management LLC | 8.45% | Reduce -1.3% | 40,045 | $16.4M |
| Planning Alternatives Ltd. | 2.52% | Reduce -0.3% | 39,905 | $16.4M |
| Quotient Wealth Partners, LLC | 0.54% | Reduce -1.0% | 39,901 | $16.4M |
| Topel & Distasi Wealth Management, LLC | 6.97% | Reduce -2.2% | 39,676 | $16.3M |
| Flagship Wealth Advisors, LLC | 9.56% | — | 39,635 | $16.3M |
| Leonard Rickey Investment Advisors P.L.L.C. | 3.72% | Add +2.8% | 39,320 | $16.1M |
| Cyndeo Wealth Partners, LLC | 1.08% | Add +0.2% | 39,101 | $16.0M |
| Polen Capital Management LLC | 0.04% | Add +182.7% | 39,046 | $16.0M |
| Guardian Partners Inc. | 1.63% | — | 38,644 | $16.0M |
| Keeler & Nadler Financial Planning & Wealth Management | 7.45% | Reduce -2.0% | 38,723 | $15.9M |
| FC Advisory LLC | 5.26% | Reduce -1.3% | 38,241 | $15.7M |
| Koshinski Asset Management, Inc. | 1.34% | Add +3.0% | 38,235 | $15.7M |
| Stage Harbor Financial, LLC | 13.63% | Add +1.8% | 38,153 | $15.7M |
| 25 LLC | 6.62% | Add +3.8% | 38,114 | $15.6M |
| REAP Financial Group, LLC | 3.85% | Reduce -1.2% | 37,823 | $15.5M |
| Matrix Private Capital Group LLC | 8.84% | Add +2.0% | 37,792 | $15.5M |
| Financial Counselors Inc. | 0.23% | Add +3.6% | 37,788 | $15.5M |
| GPS Wealth Strategies Group, LLC | 1.99% | Add +40.3% | 37,745 | $15.5M |
| Falcon Wealth Planning | 1.72% | Reduce -0.2% | 37,690 | $15.5M |
| Savant Capital, LLC | 0.12% | Add +0.5% | 37,644 | $15.5M |
| DDFG, Inc | 4.45% | Reduce -0.5% | 37,597 | $15.4M |
| Howard Wealth Management, LLC | 8.35% | Add +4.0% | 37,596 | $15.4M |
| Mutual Advisors, LLC | 0.45% | Reduce -11.4% | 37,586 | $15.4M |
| Focus Partners Advisor Solutions, LLC | 0.26% | Add +8.4% | 37,397 | $15.3M |
| Werba Rubin Papier Wealth Management | 3.61% | Reduce -3.9% | 37,283 | $15.3M |
| Aries Wealth Management | 4.19% | Add +3.3% | 37,086 | $15.2M |
| VeraBank, N.A. | 4.29% | Add +25.2% | 37,078 | $15.2M |
| Cora Capital Advisors LLC | 7.33% | Add +1.7% | 37,026 | $15.2M |
| Mechanics Bank Trust Department | 2.02% | Reduce -3.0% | 36,941 | $15.2M |
| Romano Brothers and Company | 1.91% | Add +2.0% | 36,828 | $15.1M |
| Consolidated Portfolio Review Corp | 2.38% | Add +2.1% | 36,583 | $15.0M |
| Sowell Financial Services LLC | 0.79% | Reduce -12.2% | 36,442 | $15.0M |
| First Heartland Consultants, Inc. | 1.53% | Reduce -30.4% | 36,369 | $14.9M |
| LaSalle St. Investment Advisors, LLC | 4.63% | Add +0.9% | 36,365 | $14.9M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2.21% | Reduce -6.5% | 36,282 | $14.9M |
| Lokken Investment Group LLC | 6.40% | Reduce -12.3% | 36,079 | $14.8M |
| Geneos Wealth Management Inc. | 0.51% | Add +4.3% | 35,716 | $14.7M |
| Essential Planning, LLC. | 0.10% | Add +6400.0% | 36,335 | $14.6M |
| StoneX Group Inc. | 0.80% | Add +1.9% | 35,629 | $14.6M |
| Watershed Private Wealth LLC | 5.68% | Reduce -2.6% | 35,497 | $14.6M |
| Snowden Capital Advisors LLC | 0.46% | Add +0.4% | 35,461 | $14.6M |
| Financial Connections Group, Inc. | 6.99% | No change | 35,412 | $14.5M |
| Synovus Financial Corp. | 0.18% | Reduce -45.9% | 35,279 | $14.5M |
| Obsidian Cio, LLC | 2.64% | Add +14.2% | 35,288 | $14.5M |
| Gemmer Asset Management LLC | 1.42% | Reduce -1.0% | 35,244 | $14.5M |
| NORTHSTAR ASSET MANAGEMENT Co | 3.31% | Add +3.2% | 35,199 | $14.4M |
| Safir Wealth Advisors, LLC | 11.10% | Reduce -1.8% | 35,056 | $14.4M |
| Addison Advisors LLC | 3.99% | Reduce -0.4% | 34,955 | $14.3M |
| Rodgers & Associates, LTD | 1.71% | Reduce -0.1% | 34,883 | $14.3M |
| Great Diamond Partners, LLC | 3.69% | Reduce -2.5% | 34,777 | $14.3M |
| SWP Financial LLC | 8.60% | Add +16.8% | 34,739 | $14.3M |
| Concourse Financial Group Securities, Inc. | 0.80% | Reduce -1.1% | 33,238 | $14.1M |
| Horizon Family Wealth, Inc. | 9.37% | Reduce -7.7% | 34,361 | $14.1M |
| Hohimer Wealth Management, LLC | 2.67% | Add +13.7% | 34,230 | $14.0M |
| Bristlecone Advisors, LLC | 1.09% | Reduce -2.4% | 33,970 | $13.9M |
| Impact Partnership Wealth, LLC | 2.79% | Reduce -15.1% | 33,733 | $13.8M |
| O'shaughnessy Asset Management, LLC | 0.12% | Reduce -2.3% | 33,478 | $13.7M |
| Berger Financial Group, Inc | 0.95% | Add +6.3% | 33,437 | $13.7M |
| Peterson Wealth Services | 4.21% | Reduce -3.4% | 33,414 | $13.7M |
| Arete Wealth Advisors, LLC | 0.98% | Reduce -3.1% | 33,122 | $13.6M |
| Marshall Financial Group Inc. | 4.14% | Add +0.5% | 33,008 | $13.5M |
| Hurlow Wealth Management Group, Inc. | 4.23% | Reduce -3.8% | 32,975 | $13.5M |
| Sandy Spring Bank | 0.55% | Add +2.6% | 32,841 | $13.5M |
| NWF Advisory Services Inc. | 1.97% | Add +20.7% | 32,715 | $13.4M |
| SCS Capital Management LLC | 0.28% | Reduce -0.5% | 32,613 | $13.4M |
| Kingsview Wealth Management, LLC | 0.26% | Reduce -5.4% | 32,396 | $13.3M |
| Sapient Capital LLC | 0.25% | Add +317.1% | 32,363 | $13.3M |
| Citadel Advisors | 0.01% | Add +3.1% | 32,044 | $13.2M |
| Citizens Financial Group Inc. | 0.26% | Add +2.6% | 31,871 | $13.1M |
| Clarius Group, LLC | 0.89% | Reduce -1.3% | 31,759 | $13.0M |
| Five Pine Wealth Management | 10.93% | — | 31,600 | $13.0M |
| Beacon Bridge Wealth Partners, LLC | 5.49% | Add +7.3% | 31,512 | $12.9M |
| Thrive Wealth Management, LLC | 2.32% | Add +0.9% | 31,436 | $12.9M |
| Krilogy Financial LLC | 0.86% | Add +7.5% | 31,381 | $12.9M |
| Capital Advisors, Ltd. LLC | 1.61% | Add +0.1% | 31,161 | $12.8M |
| Hilltop Holdings Inc. | 0.81% | Add +35.4% | 31,108 | $12.8M |
| Elevatus Welath Management | 4.36% | Reduce -15.7% | 31,080 | $12.8M |
| Clearstead Advisors, LLC | 0.19% | Add +8.8% | 31,009 | $12.7M |
| Westwood Holdings Group Inc. | 0.10% | Reduce -0.0% | 30,887 | $12.7M |
| Ashton Thomas Private Wealth, LLC | 0.49% | Add +167.7% | 30,537 | $12.5M |
| Novem Group | 1.86% | — | 30,414 | $12.5M |
| Kraft, Davis & Associates, LLC | 3.54% | Add +0.4% | 29,470 | $12.4M |
| UMB Bank, n.a. | 0.20% | Reduce -4.1% | 30,203 | $12.4M |
| Orser Capital Management, LLC | 8.50% | Add +11.9% | 30,095 | $12.4M |
| Titleist Asset Management, LLC | 1.42% | Add +116.0% | 30,076 | $12.3M |
| Manuka Financial, LLC | 8.33% | — | 30,069 | $12.3M |
| MCF Advisors LLC | 0.86% | Reduce -0.1% | 30,028 | $12.3M |
| Dodds Wealth, LLC | 3.93% | Reduce -0.8% | 28,806 | $12.2M |
| Founders Financial Securities LLC | 1.10% | Add +7.4% | 29,785 | $12.2M |
| Regions Financial Corp. | 0.09% | Reduce -3.7% | 29,769 | $12.2M |
| Compound Planning, Inc. | 0.61% | Add +122.5% | 29,626 | $12.2M |
| JMG Financial Group, Ltd. | 0.41% | Reduce -1.1% | 29,617 | $12.2M |
| CW Advisors, LLC | 0.17% | Add +3.4% | 29,448 | $12.1M |
| Uptown Financial Advisors LLC | 13.03% | — | 29,445 | $12.1M |
| Nations Financial Group Inc, /Ia/ | 0.87% | Reduce -11.4% | 28,961 | $11.9M |
| Cranbrook Wealth Management, LLC | 2.75% | Reduce -0.7% | 28,941 | $11.9M |
| Payne Capital Management, LLC | 5.12% | — | 28,906 | $11.9M |
| Enclave Advisors LLC | 1.95% | Add +7.4% | 28,849 | $11.8M |
| Elevated Capital Advisors, LLC | 3.22% | Add +1.3% | 28,834 | $11.8M |
| Quantinno Capital Management LP | 0.12% | Add +47.4% | 28,716 | $11.8M |
| Independent Financial Group, LLC | 0.39% | Add +6.1% | 28,611 | $11.7M |
| Oak Root LLC | 1.53% | Reduce -13.3% | 28,591 | $11.7M |
| NewEdge Wealth, LLC | 0.20% | Add +0.5% | 28,560 | $11.7M |
| Lindbrook Capital, LLC | 1.06% | Reduce -2.4% | 28,533 | $11.7M |
| Horizon Bancorp Inc. | 5.51% | Add +0.9% | 28,467 | $11.7M |
| Ascent Group, LLC | 0.88% | Reduce -14.4% | 28,465 | $11.7M |
| Magnolia Capital Advisors LLC | 3.02% | Add +21.5% | 28,389 | $11.7M |
| Flagship Harbor Advisors, LLC | 0.61% | Reduce -6.6% | 28,305 | $11.6M |
| Jackson Wealth Management, LLC | 1.32% | Add +29.2% | 28,294 | $11.6M |
| Kathmere Capital Management, LLC | 1.04% | Reduce -1.6% | 28,282 | $11.6M |
| Cornerstone Advisory, LLC | 1.32% | Add +80.4% | 27,146 | $11.6M |
| Wealthcare Advisory Partners LLC | 0.32% | Add +4.7% | 28,083 | $11.5M |
| IHT Wealth Management, LLC | 0.37% | Add +2.1% | 27,992 | $11.5M |
| BLB&B Advisors, LLC | 0.59% | Reduce -7.0% | 27,991 | $11.5M |
| Integrity Wealth Solutions LLC | 6.42% | Add +1.0% | 27,908 | $11.5M |
| Cardiff Park Advisors, LLC | 1.09% | Add +17.9% | 27,904 | $11.5M |
| Capital Analysts, LLC | 0.46% | Reduce -8.4% | 27,823 | $11.4M |
| Johnson Investment Counsel Inc. | 0.11% | Add +13.2% | 27,679 | $11.4M |
| Onyx Bridge Wealth Group LLC | 1.63% | Reduce -40.6% | 27,578 | $11.3M |
| Hubbell Strickland Wealth Management, LLC | 5.36% | Reduce -0.3% | 27,569 | $11.3M |
| Agf Management Ltd. | 0.06% | Reduce -1.1% | 27,487 | $11.3M |
| Angeles Investment Advisors, LLC | 0.54% | Reduce -18.0% | 27,440 | $11.3M |
| Integral Investment Advisors, Inc. | 3.64% | Add +0.8% | 27,392 | $11.2M |
| QRG Capital Management, Inc. | 0.12% | Reduce -11.0% | 27,361 | $11.2M |
| Clark Financial Services Group Inc. | 8.55% | Add +1.9% | 27,228 | $11.2M |
| Novak & Powell Financial Services, Inc. | 6.62% | Reduce -6.4% | 27,103 | $11.1M |
| Birnam Oak Advisors, LP | 5.49% | — | 27,100 | $11.1M |
| Columbia River Financial Group, LLC | 7.64% | — | 27,078 | $11.1M |
| Smith & Howard Wealth Management, LLC | 3.14% | Reduce -4.0% | 27,018 | $11.1M |
| Eagle Strategies LLC | 1.91% | Add +13.5% | 26,936 | $11.1M |
| Wilmington Savings Fund Society, FSB | 0.20% | Add +1.3% | 26,824 | $11.0M |
| Gladstone Institutional Advisory LLC | 0.51% | Add +9.4% | 26,781 | $11.0M |
| Texas Yale Capital Corp. | 0.44% | Reduce -1.7% | 26,758 | $11.0M |
| Wellington Management Group LLP | 0.00% | Reduce -39.2% | 26,665 | $10.9M |
| Ironsides Asset Advisors, LLC | 3.13% | Add +0.1% | 26,613 | $10.9M |
| Financial Life Advisors | 4.09% | Reduce -2.0% | 26,506 | $10.9M |
| Fusion Capital, LLC | 4.38% | Add +3.6% | 26,465 | $10.9M |
| Harbor Investment Advisory, LLC | 1.02% | Add +1.1% | 26,462 | $10.9M |
| Wedbush Securities Inc. | 0.38% | Add +46.9% | 26,269 | $10.8M |
| Mayfair Advisory Group, LLC | 6.35% | Add +9.6% | 26,263 | $10.8M |
| IFG Advisory, LLC | 0.61% | Add +3.3% | 26,160 | $10.7M |
| Everhart Financial Group, Inc. | 2.21% | Add +11.7% | 26,159 | $10.7M |
| Goodman Advisory Group, LLC | 3.15% | Reduce -5.0% | 26,004 | $10.7M |
| Segment Wealth Management, LLC | 0.73% | No change | 25,926 | $10.6M |
| Bath Savings Trust Co | 1.08% | Reduce -1.9% | 25,863 | $10.6M |
| Certus Wealth Management, LLC | 7.07% | Reduce -0.5% | 24,985 | $10.6M |
| First National Bank of Omaha | 0.68% | Reduce -1.7% | 25,538 | $10.5M |
| Lansing Street Advisors | 3.65% | Add +21.7% | 25,510 | $10.5M |
| N.E.W. Advisory Services LLC | 0.99% | Reduce -1.1% | 25,415 | $10.4M |
| One Charles Private Wealth Services, LLC | 3.48% | Add +22.7% | 25,223 | $10.4M |
| Worth Asset Management, LLC | 5.50% | Add +831.2% | 25,086 | $10.3M |
| Oak Harvest Investment Services | 1.43% | Add +23.0% | 24,988 | $10.3M |
| Prostatis Group LLC | 2.98% | Add +0.3% | 24,943 | $10.2M |
| CX Institutional | 0.41% | Add +65.5% | 24,905 | $10.2M |
| Nabity-Jensen Investment Management Inc | 7.70% | Reduce -0.1% | 24,849 | $10.2M |
| Petix & Botte Co | 2.63% | Reduce -7.3% | 24,405 | $10.0M |
| Acropolis Investment Management, LLC | 0.59% | Add +1.7% | 24,305 | $10.0M |
| Von Berge Wealth Management Group, LLC | 6.02% | Reduce -1.3% | 23,680 | $9.9M |
| Kathleen S. Wright Associates Inc. | 4.14% | Reduce -0.1% | 24,211 | $9.9M |
| Csenge Advisory Group | 0.54% | Reduce -11.7% | 24,208 | $9.9M |
| Semmax Financial Advisors Inc. | 2.64% | Reduce -27.4% | 23,187 | $9.9M |
| Main Line Retirement Advisors, LLC | 6.52% | Add +3.1% | 24,098 | $9.9M |
| Wellspring Financial Advisors, LLC | 1.03% | Add +0.0% | 944,912 | $9.9M |
| Cornerstone Wealth Management, LLC | 0.66% | Reduce -0.1% | 23,837 | $9.8M |
| Dravo Bay LLC | 4.71% | Add +4.4% | 23,675 | $9.7M |
| First United Bank & Trust | 3.49% | Reduce -1.0% | 23,434 | $9.6M |
| Ethos Financial Group, LLC | 1.26% | New | 23,432 | $9.6M |
| Capital Investment Advisory Services, LLC | 0.93% | Reduce -0.6% | 23,428 | $9.6M |
| Verdence Capital Advisors LLC | 0.76% | Add +0.7% | 22,914 | $9.4M |
| PCA Investment Advisory Services Inc. | 4.31% | Add +5.1% | 22,695 | $9.3M |
| CWS Financial Advisors, LLC | 3.01% | Add +7.1% | 22,654 | $9.3M |
| Wealthspire Retirement, LLC | 0.73% | Reduce -2.0% | 22,601 | $9.3M |
| ERn Financial, LLC | 1.39% | Reduce -0.5% | 22,559 | $9.3M |
| Drucker Wealth 3.0, LLC | 2.14% | Reduce -0.6% | 22,556 | $9.3M |
| Prime Buchholz LLC | 3.02% | — | 22,544 | $9.3M |
| Hofer & Associates. Inc | 6.20% | Reduce -13.2% | 22,516 | $9.2M |
| LongView Wealth Management | 2.81% | Reduce -0.4% | 22,473 | $9.2M |
| Intergy Private Wealth, LLC | 3.38% | Add +0.1% | 22,081 | $9.1M |
| Claris Financial LLC | 5.94% | — | 22,026 | $9.0M |
| Madison Park Capital Advisors, LLC | 7.21% | Reduce -17.4% | 22,019 | $9.0M |
| Riversedge Advisors, LLC | 2.04% | Reduce -0.5% | 22,003 | $9.0M |
| Bonfire Financial | 8.16% | — | 21,972 | $9.0M |
| Washington Trust Advisors, Inc. | 0.75% | Reduce -0.9% | 21,951 | $9.0M |
| First County Bank | 4.99% | Add +12.1% | 21,742 | $8.9M |
| Prestige Wealth Management Group LLC | 1.85% | Reduce -1.9% | 21,728 | $8.9M |
| Mathes Company, Inc. | 3.26% | Reduce -6.9% | 21,620 | $8.9M |
| Clearwater Capital Advisors, LLC | 0.87% | Reduce -3.1% | 21,586 | $8.9M |
| Bleakley Financial Group, LLC | 0.27% | Add +2.5% | 21,491 | $8.8M |
| AlTi Global, Inc. | 0.21% | Add +9.3% | 21,371 | $8.8M |
| Elevation Capital Advisory, LLC | 3.74% | Add +2305.1% | 21,261 | $8.7M |
| GW Henssler & Associates Ltd. | 0.50% | Reduce -0.3% | 22,658 | $8.7M |
| Yoder Wealth Management, Inc. | 4.78% | Reduce -0.0% | 21,127 | $8.7M |
| Amundi | 0.00% | Add +114.3% | 20,941 | $8.6M |
| Hollencrest Capital Management | 0.35% | Add +0.2% | 20,860 | $8.6M |
| Perennial Investment Advisors, LLC | 1.01% | Add +8.2% | 20,783 | $8.5M |
| Fourth Dimension Wealth, LLC | 4.44% | — | 20,731 | $8.5M |
| Royal Fund Management, LLC | 0.92% | Reduce -48.4% | 20,536 | $8.4M |
| Laurel Wealth Advisors LLC | 1.32% | Reduce -1.6% | 20,536 | $8.4M |
| Leo Wealth, LLC | 0.75% | Reduce -1.4% | 20,474 | $8.4M |
| Brio Consultants, LLC | 1.31% | Reduce -1.5% | 20,471 | $8.4M |
| Aveo Capital Partners, LLC | 0.92% | Reduce -2.6% | 20,410 | $8.4M |
| Marcum Wealth, LLC | 0.73% | Reduce -1.8% | 20,406 | $8.4M |
| MidAtlantic Capital Management, Inc. | 6.13% | Reduce -8.1% | 20,404 | $8.4M |
| Kendall Capital Management | 2.42% | Add +9.3% | 20,176 | $8.3M |
| Latigo Investments, LLC | 4.21% | No change | 20,176 | $8.3M |
| Freedom Financial Partners LLC | 3.99% | — | 20,145 | $8.3M |
| Register Financial Advisors LLC | 4.15% | Add +5.3% | 20,139 | $8.3M |
| Wind River Trust Co | 3.24% | Reduce -2.3% | 20,054 | $8.2M |
| Riverview Capital Advisers, LLC | 2.48% | Reduce -1.6% | 20,028 | $8.2M |
| Valeo Financial Advisors, LLC | 0.23% | Reduce -20.0% | 19,991 | $8.2M |
| Wells Financial Advisors INC | 11.14% | Add +0.2% | 19,921 | $8.2M |
| Visionary Wealth Advisors | 0.48% | Reduce -4.3% | 19,902 | $8.2M |
| Headlands Technologies LLC | 0.82% | Add +5849.3% | 19,811 | $8.1M |
| SouthState Bank Corp | 0.53% | No change | 19,737 | $8.1M |
| Defined Wealth Management, LLC | 5.36% | Reduce -0.8% | 19,728 | $8.1M |
| Angeles Wealth Management, LLC | 0.67% | Reduce -0.4% | 19,674 | $8.1M |
| Maridea Wealth Management LLC | 2.59% | — | 19,554 | $8.0M |
| Agate Pass Investment Management, LLC | 3.62% | Add +30.6% | 19,494 | $8.0M |
| Dentgroup LLC | 6.11% | Reduce -0.4% | 19,479 | $8.0M |
| Ogorek Anthony Joseph /NY/ | 2.53% | Reduce -18.6% | 19,408 | $8.0M |
| Tide Cove Capital Partners LLC | 6.86% | — | 19,678 | $8.0M |
| GC Wealth Management RIA, LLC | 1.39% | Add +5.6% | 19,317 | $7.9M |
| Bluespring Wealth Management, LLC | 0.81% | Reduce -15.1% | 19,172 | $7.9M |
| Estate Counselors, LLC | 0.84% | Add +2.4% | 19,137 | $7.9M |
| Spire Wealth Management | 0.24% | Add +5.0% | 18,982 | $7.8M |
| Apollon Wealth Management, LLC | 0.18% | Add +80.4% | 18,923 | $7.8M |
| SOL Capital Management CO | 0.86% | Add +9.4% | 18,872 | $7.7M |
| Pine Valley Investments Ltd Liability Co | 0.51% | Add +1.5% | 18,847 | $7.7M |
| McKinley Carter Wealth Services, Inc. | 0.47% | Reduce -2.8% | 18,844 | $7.7M |
| Marshall & Sterling Wealth Advisors Inc. | 5.34% | — | 18,844 | $7.7M |
| Simmons Bank | 0.56% | Reduce -2.9% | 18,819 | $7.7M |
| St. Louis Trust Co | 1.10% | No change | 18,762 | $7.7M |
| Coastal Bridge Advisors, LLC | 1.92% | Add +9.7% | 18,613 | $7.6M |
| Diversified Portfolios, Inc. | 0.83% | No change | 18,545 | $7.6M |
| Osborne Partners Capital Management, LLC | 0.44% | Reduce -4.1% | 18,529 | $7.6M |
| Watts Gwilliam & Co., LLC | 1.60% | Reduce -6.4% | 18,310 | $7.6M |
| Curran Financial Partners, LLC | 1.98% | Add +24.9% | 18,382 | $7.5M |
| Nicolet Advisory Services, LLC | 0.69% | Reduce -6.9% | 18,489 | $7.5M |
| Ausdal Financial Partners, Inc. | 0.65% | Add +0.4% | 18,335 | $7.5M |
| Kovack Advisors, Inc. | 0.73% | Add +4.6% | 18,199 | $7.5M |
| Gallagher Fiduciary Advisors, LLC | 1.46% | Add +470.7% | 18,183 | $7.5M |
| Calton & Associates, Inc. | 3.29% | Add +54.9% | 18,116 | $7.4M |
| Rinkey Investments | 2.38% | Add +1.8% | 18,102 | $7.4M |
| Twin Focus Capital Partners, LLC | 1.10% | Add +5.5% | 18,059 | $7.4M |
| Caprock Group, LLC | 0.24% | Reduce -20.2% | 18,023 | $7.4M |
| Wescott Financial Advisory Group, LLC | 0.76% | Reduce -7.1% | 17,945 | $7.4M |
| Pine Harbor Wealth Management, LLC | 2.94% | Add +17.7% | 17,819 | $7.3M |
| Parallel Advisors, LLC | 0.16% | Reduce -3.3% | 17,724 | $7.3M |
| Crown Wealth Group, LLC | 2.95% | Add +242.4% | 17,683 | $7.3M |
| Northstar Group, Inc. | 1.26% | Reduce -0.1% | 17,616 | $7.2M |
| Rehmann Capital Advisory Group | 0.46% | Add +3.7% | 17,614 | $7.2M |
| Disciplined Investments, LLC | 3.55% | Reduce -0.6% | 17,548 | $7.2M |
| Abbot Financial Management, Inc. | 3.57% | Add +1.4% | 17,467 | $7.2M |
| Weinberger Asset Management, Inc | 2.98% | Add +3.5% | 17,406 | $7.1M |
| Mustard Seed Financial, LLC | 5.80% | Add +3.1% | 17,400 | $7.1M |
| Apex Wealth Management, LLC | 6.16% | — | 17,377 | $7.1M |
| Sightline Wealth Advisors, LLC | 3.84% | Reduce -2.5% | 17,338 | $7.1M |
| Fonville Wealth Management LLC | 2.35% | Reduce -0.1% | 17,305 | $7.1M |
| AAFMAA Wealth Management & Trust LLC | 3.11% | Add +4.2% | 17,299 | $7.1M |
| Essex Financial Services, Inc. | 0.50% | Add +7.6% | 17,207 | $7.1M |
| Emerald Advisors, LLC | 0.97% | Add +1.2% | 17,197 | $7.1M |
| SageView Advisory Group, LLC | 0.30% | Reduce -1.6% | 17,165 | $7.0M |
| Winslow Capital Management, LLC | 0.02% | Add +573.2% | 17,038 | $7.0M |
| Scott & Selber, Inc. | 2.10% | Add +0.1% | 17,016 | $7.0M |
| Park Avenue Securities LLC | 0.07% | Add +15.3% | 16,934 | $7.0M |
| Brighton Jones LLC | 0.20% | Add +5.4% | 16,922 | $6.9M |
| Keystone Financial Group | 0.68% | Reduce -0.8% | 16,852 | $6.9M |
| Trust Co of the South | 1.41% | Add +109.3% | 16,852 | $6.9M |
| First PREMIER Bank | 1.76% | Add +15.6% | 16,803 | $6.9M |
| Willis Johnson & Associates, Inc. | 0.53% | Reduce -3.4% | 16,660 | $6.8M |
| Vicus Capital | 0.60% | Reduce -18.9% | 16,582 | $6.8M |
| Capital Planning LLC | 1.77% | Add +8.0% | 16,487 | $6.8M |
| Ritholtz Wealth Management | 0.20% | Reduce -2.4% | 16,484 | $6.8M |
| CGN Advisors LLC | 0.66% | Add +2.7% | 16,460 | $6.8M |
| Campbell Deegan Wealth Management, LLC | 8.08% | — | 16,385 | $6.7M |
| Element Pointe Advisors, LLC | 1.56% | No change | 16,190 | $6.6M |
| Quadcap Wealth Management, LLC | 0.98% | Add +5.3% | 16,153 | $6.6M |
| Continuum Wealth Advisors, LLC | 3.35% | Add +8.2% | 16,133 | $6.6M |
| M3 Advisory Group, LLC | 4.74% | Add +7.9% | 16,114 | $6.6M |
| Glen Eagle Advisors, LLC | 1.09% | Add +9.9% | 16,008 | $6.6M |
| Western Wealth Management, LLC | 0.35% | Add +3.5% | 15,971 | $6.6M |
| WealthShield Partners, LLC | 0.93% | Reduce -1.6% | 15,943 | $6.5M |
| FDx Advisors, Inc. | 1.91% | Reduce -13.0% | 15,930 | $6.5M |
| Tower View Wealth Management LLC | 3.44% | Add +6.3% | 15,844 | $6.5M |
| MA Private Wealth | 1.21% | Reduce -0.3% | 15,818 | $6.5M |
| Cumberland Advisors Inc. | 2.56% | Add +4.7% | 15,625 | $6.4M |
| Alexis Investment Partners, LLC | 3.13% | — | 15,440 | $6.4M |
| Farther Finance Advisors, LLC | 0.23% | Add +5.5% | 15,559 | $6.4M |
| Empower Advisory Group, LLC | 0.02% | Add +14.9% | 15,503 | $6.4M |
| Zions Bancorporation, N.A. | 0.40% | Add +29.9% | 15,313 | $6.3M |
| Edge Capital Group, LLC | 0.28% | Add +0.2% | 15,249 | $6.3M |
| Advisory Alpha, LLC | 0.22% | Reduce -5.7% | 15,223 | $6.2M |
| Infinity Wealth Counsel, LLC | 6.65% | — | 15,174 | $6.2M |
| Chris Bulman Inc | 3.97% | Add +2.0% | 15,158 | $6.2M |
| HTG Investment Advisors, Inc. | 2.84% | Add +5.1% | 15,107 | $6.2M |
| Capital Planning Advisors, LLC | 0.96% | Reduce -4.4% | 15,080 | $6.2M |
| Richardson Financial Services Inc. | 4.35% | Reduce -25.7% | 14,984 | $6.2M |
| Brown Brothers Harriman & Co. | 0.04% | Add +1.9% | 15,025 | $6.2M |
| Uptick Partners, LLC | 2.21% | Add +6.7% | 14,870 | $6.1M |
| Carnegie Investment Counsel | 0.17% | Add +1.1% | 14,703 | $6.0M |
| Level Four Advisory Services, LLC | 0.25% | Reduce -15.2% | 14,701 | $6.0M |
| Catalyst Private Wealth, LLC | 2.68% | Reduce -1.0% | 14,683 | $6.0M |
| Thrive Capital Management, LLC | 2.76% | Add +79.7% | 14,662 | $6.0M |
| Insight Advisors, LLC/ PA | 1.03% | Reduce -7.5% | 14,518 | $6.0M |
| Cohen Klingenstein LLC | 0.21% | Add +0.8% | 14,638 | $6.0M |
| High Net Worth Advisory Group LLC | 1.65% | Add +3.8% | 14,417 | $5.9M |
| SBI Securities Co., Ltd. | 0.18% | — | 14,383 | $5.9M |
| Clarus Wealth Advisors | 2.93% | Add +0.3% | 14,525 | $5.9M |
| Advocacy Wealth Management, LLC | 0.45% | Reduce -1.0% | 14,337 | $5.9M |
| Cascades Capital Asset Management, LLC | 3.22% | Add +7.4% | 14,336 | $5.9M |
| Journey Beyond Wealth, LLC | 5.50% | — | 14,270 | $5.9M |
| Smith, Moore & Co. | 0.53% | Add +3.4% | 14,177 | $5.8M |
| Avion Wealth | 1.49% | Add +18.9% | 14,148 | $5.8M |
| Hexagon Capital Partners LLC | 1.05% | Reduce -5.7% | 14,074 | $5.8M |
| Hengehold Capital Management LLC | 0.54% | Reduce -2.4% | 14,068 | $5.8M |
| Dopkins Wealth Management, LLC | 2.93% | Add +9.1% | 14,029 | $5.8M |
| NCM Capital Management, LLC | 2.59% | Add +2.9% | 14,001 | $5.7M |
| Renaissance Technologies | 0.01% | New | 14,000 | $5.7M |
| World Investment Advisors | 0.16% | Add +62.3% | 13,975 | $5.7M |
| Droms Strauss Advisors Inc. /Mo/ | 1.87% | Reduce -0.7% | 13,947 | $5.7M |
| Horizon Investments, LLC | 0.16% | Add +8.6% | 13,943 | $5.7M |
| Westfuller Advisors, LLC | 3.63% | Add +1071.3% | 13,938 | $5.7M |
| Revolve Wealth Partners, LLC | 0.84% | Reduce -0.5% | 13,876 | $5.7M |
| GFS Advisors, LLC | 0.87% | New | 13,872 | $5.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.11% | Add +2.3% | 13,860 | $5.7M |
| Finward Bancorp | 4.91% | — | 13,787 | $5.7M |
| Cascade Wealth Advisors, Inc | 3.83% | Reduce -10.6% | 13,784 | $5.7M |
| Strategic Financial Concepts, LLC | 1.08% | Reduce -13.6% | 13,657 | $5.6M |
| Strategic Financial Partners, Ltd. | 2.85% | Reduce -1.5% | 13,624 | $5.6M |
| Aspen Wealth Management LLC | 1.66% | Reduce -1.1% | 13,612 | $5.6M |
| Curi Capital, LLC | 0.13% | No change | 13,526 | $5.6M |
| HBK Sorce Advisory LLC | 0.17% | Reduce -1.9% | 13,448 | $5.5M |
| GSG Advisors LLC | 1.74% | Add +10.8% | 13,425 | $5.5M |
| Fsa Wealth Partners, Inc. | 1.29% | New | 13,414 | $5.5M |
| Winthrop Capital Management, LLC | 1.46% | New | 13,280 | $5.5M |
| Norris Perne & French LLP | 0.40% | Reduce -2.4% | 13,324 | $5.5M |
| Choate Investment Advisors | 0.13% | Reduce -0.8% | 13,281 | $5.5M |
| Donaldson Capital Management, LLC | 0.21% | Add +0.6% | 13,252 | $5.4M |
| Aspiriant, LLC | 0.19% | Reduce -8.6% | 13,104 | $5.4M |
| Sentinel Pension Advisors, LLC | 1.00% | Reduce -2.1% | 13,101 | $5.4M |
| Culbertson A N & Co. Inc. | 0.85% | Add +1.2% | 13,085 | $5.4M |
| TPG Financial Advisors, LLC | 2.33% | Add +1.3% | 13,056 | $5.4M |
| Muirfield Wealth Advisors LLC | 4.41% | Reduce -5.3% | 13,041 | $5.4M |
| Sensible Financial Planning & Management, LLC. | 1.11% | Reduce -0.1% | 13,013 | $5.3M |
| Facet Wealth, Inc. | 0.14% | Reduce -30.4% | 12,739 | $5.3M |
| Keybank National Association | 0.02% | Add +8.0% | 12,957 | $5.3M |
| Great Lakes Advisors, LLC | 0.05% | Add +1.4% | 12,893 | $5.3M |
| LifeGoal Investments, LLC | 5.73% | — | 12,871 | $5.3M |
| Motiv8 Investments LLC | 3.69% | Add +11.6% | 12,803 | $5.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.70% | Add +11.7% | 12,781 | $5.2M |
| Glass Jacobson Investment Advisors llc | 1.72% | Add +9.4% | 12,752 | $5.2M |
| Bawa N Mallick Trust | 2.30% | — | 12,750 | $5.2M |
| Seeds Investor LLC | 1.49% | Add +3.1% | 12,739 | $5.2M |
| Tudor Investment Corporation | 0.06% | Reduce -5.4% | 12,696 | $5.2M |
| Barrett & Company, Inc. | 2.18% | Reduce -1.8% | 12,579 | $5.2M |
| Planning Directions Inc. | 3.00% | Reduce -2.5% | 12,578 | $5.2M |
| Centaurus Financial, Inc. | 0.31% | Add +8.4% | 12,540 | $5.1M |
| BCS Wealth Management | 1.28% | New | 12,513 | $5.1M |
| MSH Capital Advisors LLC | 1.62% | Reduce -14.5% | 12,512 | $5.1M |
| Ted Buchan & Co | 2.42% | Add +0.9% | 12,485 | $5.1M |
| Security Financial Services, INC. | 1.04% | Add +1.0% | 12,466 | $5.1M |
| Compass Investment Advisers LLC | 14.62% | — | 12,271 | $5.0M |
| Aptus Capital Advisors, LLC | 0.06% | Add +11.5% | 12,247 | $5.0M |
| Bay Rivers Group | 2.44% | Add +0.4% | 12,241 | $5.0M |
| Battery Global Advisors, LLC | 2.69% | No change | 12,241 | $5.0M |
| EnRich Financial Partners LLC | 1.67% | Reduce -2.7% | 12,199 | $5.0M |
| Asset Allocation & Management Company, LLC | 2.73% | No change | 12,189 | $5.0M |
| Parkside Financial Bank & Trust | 0.66% | Reduce -7.4% | 12,180 | $5.0M |
| Bryn Mawr Trust Advisors, LLC | 0.27% | Reduce -2.5% | 12,145 | $5.0M |
| Jennison Associates LLC | 0.00% | Add +367.4% | 12,106 | $5.0M |
| NFSG Corp | 1.27% | Add +17.8% | 12,017 | $4.9M |
| Laraway Financial Advisors Inc | 3.75% | Add +3.3% | 11,867 | $4.9M |
| Compass Capital Corp. /Ma/ | 1.90% | — | 11,776 | $4.9M |
| Roman Butler Fullerton & Co. | 1.55% | Add +3.5% | 11,766 | $4.9M |
| Walter & Keenan Wealth Management LLC /in/ | 1.47% | Add +32.5% | 11,835 | $4.9M |
| VSM Wealth Advisory, LLC | 1.73% | — | 11,816 | $4.8M |
| Kelleher Financial Advisors | 1.82% | No change | 11,759 | $4.8M |
| Focus Financial Network, Inc. | 0.19% | Add +0.6% | 11,721 | $4.8M |
| Spectrum Wealth Counsel, LLC | 0.56% | Add +51.0% | 11,683 | $4.8M |
| BIP Wealth, LLC | 0.32% | Add +12.0% | 11,669 | $4.8M |
| Blueprint Investment Partners LLC | 0.76% | Reduce -1.5% | 11,662 | $4.8M |
| Latko Wealth Management, Ltd. | 2.83% | Reduce -3.6% | 11,613 | $4.8M |
| Fifth Third Wealth Advisors LLC | 0.26% | Add +6.2% | 11,599 | $4.8M |
| Guidance Capital, Inc. | 1.45% | Add +11.6% | 11,193 | $4.7M |
| Sigma Planning Corp | 0.15% | Reduce -5.6% | 11,521 | $4.7M |
| Emergent Wealth Advisors, LLC | 3.42% | Add +1.8% | 11,510 | $4.7M |
| Diversified Trust Co. | 0.12% | Add +0.7% | 11,490 | $4.7M |
| FF Advisors,LLC | 3.23% | Reduce -0.1% | 11,096 | $4.7M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1.73% | Add +27.1% | 11,149 | $4.7M |
| BlackRock, Inc. | 0.00% | Add +384.6% | 11,321 | $4.6M |
| Gilliland Jeter Wealth Management LLC | 1.57% | Add +1.3% | 11,319 | $4.6M |
| MOKAN Wealth Management Inc. | 2.95% | — | 11,285 | $4.6M |
| Family CFO Inc | 2.54% | Add +1.3% | 11,261 | $4.6M |
| KCM Investment Advisors LLC | 0.16% | Add +1.6% | 11,257 | $4.6M |
| Tradition Wealth Management, LLC | 0.41% | Reduce -0.1% | 11,216 | $4.6M |
| Wedmont Private Capital | 0.24% | Add +2.2% | 11,203 | $4.6M |
| LifePlan Investment Advisors, Inc. | 2.82% | Add +3.6% | 11,091 | $4.6M |
| Quest 10 Wealth Builders, Inc. | 4.51% | — | 11,055 | $4.5M |
| Elios Financial Group Inc. | 2.14% | Reduce -8.5% | 11,049 | $4.5M |
| Clarity Capital Advisors, LLC | 3.00% | Add +18.7% | 10,927 | $4.5M |
| Composition Wealth, LLC | 0.09% | Reduce -30.7% | 10,923 | $4.5M |
| Alexander Labrunerie & Co., Inc. | 2.01% | Add +1.0% | 10,923 | $4.5M |
| Idaho Trust Co | 2.25% | Reduce -9.0% | 10,897 | $4.5M |
| Arkadios Wealth Advisors | 0.24% | Add +7.3% | 10,871 | $4.5M |
| Sage Mountain Advisors LLC | 0.33% | No change | 10,858 | $4.5M |
| SOA Wealth Advisors, LLC. | 0.82% | Reduce -1.9% | 10,823 | $4.4M |
| Beirne Wealth Consulting Services, LLC | 1.60% | Add +0.1% | 10,815 | $4.4M |
| Greystone Financial Group, LLC | 0.77% | Add +12.7% | 10,807 | $4.4M |
| Evercore Wealth Management, LLC | 0.07% | No change | 10,802 | $4.4M |
| Avidian Wealth Enterprises, LLC | 0.20% | Reduce -1.3% | 10,800 | $4.4M |
| Opinicus Capital, Inc. | 3.71% | Reduce -3.5% | 10,739 | $4.4M |
| Leavell Investment Management, Inc. | 0.22% | Reduce -5.0% | 10,732 | $4.4M |
| XY Planning Network, Inc. | 3.30% | — | 10,718 | $4.4M |
| Signal Advisors Wealth, LLC | 0.50% | Reduce -7.5% | 10,693 | $4.4M |
| Disciplined Investors, L.L.C. | 4.20% | — | 10,751 | $4.4M |
| U.S. Capital Wealth Advisors, LLC | 0.13% | Add +4.9% | 10,541 | $4.3M |
| Altiora Financial Group, LLC | 0.94% | No change | 10,530 | $4.3M |
| Institute for Wealth Management, LLC. | 0.54% | Reduce -5.1% | 10,523 | $4.3M |
| Parsons Capital Management Inc. | 0.23% | Add +1.4% | 10,520 | $4.3M |
| Kavar Capital Partners Group, LLC | 0.73% | Add +15.7% | 10,496 | $4.3M |
| EMC Capital Management | 2.42% | Reduce -77.9% | 10,491 | $4.3M |
| United Bank | 0.51% | No change | 10,476 | $4.3M |
| Level Financial Advisors | 1.57% | Add +51.6% | 10,410 | $4.3M |
| Apexium Financial, LP | 0.26% | Add +1.1% | 10,408 | $4.3M |
| Kwmg, LLC | 0.44% | Reduce -2.0% | 10,382 | $4.3M |
| Fulcrum Capital LLC | 0.89% | Add +16.4% | 10,332 | $4.2M |
| Maia Wealth LLC | 0.91% | Add +1.4% | 10,264 | $4.2M |
| Sound View Wealth Advisors Group, LLC | 0.34% | Add +9.8% | 10,304 | $4.2M |
| NorthStar Asset Management LLC | 2.68% | Add +0.6% | 10,261 | $4.2M |
| Evoke Wealth, LLC | 0.12% | Add +152.8% | 10,257 | $4.2M |
| West Bancorporation Inc. | 2.76% | Add +19.9% | 10,241 | $4.2M |
| Eclectic Associates Inc. | 1.24% | Add +26.2% | 10,213 | $4.2M |
| Montag A & Associates Inc. | 0.20% | Reduce -2.8% | 10,161 | $4.2M |
| Riggs Asset Managment Co. Inc. | 1.11% | Add +1.3% | 10,068 | $4.2M |
| Gradient Capital Advisors, LLC | 1.34% | Reduce -2.4% | 10,156 | $4.2M |
| Veridan Wealth LLC | 1.95% | — | 10,038 | $4.2M |
| Zhang Financial LLC | 0.24% | Add +0.2% | 10,130 | $4.2M |
| Stark Wealth Management LLC | 3.05% | — | 10,092 | $4.1M |
| Forte Capital LLC | 0.46% | Reduce -2.9% | 10,053 | $4.1M |
| Hillcrest Wealth Advisors - NY, LLC | 1.96% | Reduce -2.4% | 10,050 | $4.1M |
| Daymark Wealth Partners, LLC | 0.17% | Reduce -3.3% | 10,046 | $4.1M |
| Causey Wealth LLC | 2.39% | — | 10,013 | $4.1M |
| WESPAC Advisors SoCal, LLC | 0.93% | Reduce -24.1% | 9,986 | $4.1M |
| Fort Vancouver Investment Management, LLC | 3.46% | No change | 9,938 | $4.1M |
| Warwick Investment Management, Inc. | 0.84% | Add +101.2% | 9,905 | $4.1M |
| Houlihan Financial Resource Group, Ltd. | 1.73% | Reduce -2.5% | 9,888 | $4.1M |
| Root Financial Partners, LLC | 0.50% | Add +115.4% | 9,771 | $4.0M |
| Charter Oak Capital Management, LLC | 0.37% | Add +2.6% | 9,755 | $4.0M |
| Peak Retirement Planning, Inc. | 2.69% | — | 9,692 | $4.0M |
| Stokes Family Office, LLC | 0.43% | Reduce -19.7% | 9,707 | $4.0M |
| Hart & Patterson Financial Group LLC | 1.94% | Reduce -3.6% | 9,701 | $4.0M |
| BridgePort Financial Solutions, LLC | 1.80% | — | 9,983 | $4.0M |
| Integrated Investment Consultants, LLC | 0.82% | New | 9,691 | $4.0M |
| Pallas Capital Advisors LLC | 0.17% | Add +0.8% | 9,675 | $4.0M |
| Transcend Capital Advisors, LLC | 0.29% | Add +0.0% | 9,656 | $4.0M |
| ORG Partners LLC | 0.55% | Add +20.0% | 9,648 | $4.0M |
| Barclays PLC | 0.00% | Add +4138.8% | 9,622 | $3.9M |
| Paloma Partners Management Co | 0.36% | New | 9,600 | $3.9M |
| Lodestar Private Asset Management LLC | 0.49% | Reduce -1.4% | 9,544 | $3.9M |
| Councilor Wealth, LLC | 1.86% | Add +3.2% | 9,526 | $3.9M |
| Global Financial Private Client, LLC | 1.46% | Reduce -8.3% | 9,508 | $3.9M |
| Bravias Capital Group, LLC | 3.16% | — | 9,305 | $3.9M |
| Plante Moran Financial Advisors, LLC | 0.32% | Reduce -1.3% | 9,483 | $3.9M |
| World Equity Group, Inc. | 0.83% | Add +407.0% | 9,436 | $3.9M |
| Probity Advisors, Inc. | 0.74% | Reduce -3.6% | 9,418 | $3.9M |
| Moors & Cabot, Inc. | 0.18% | Add +7.5% | 9,412 | $3.9M |
| Blue Trust, Inc. | 0.05% | Reduce -0.9% | 9,409 | $3.9M |
| Savvy Advisors, Inc. | 0.46% | Add +6.3% | 9,403 | $3.9M |
| Nixon Peabody Trust Co. | 0.32% | No change | 9,400 | $3.9M |
| WoodTrust Financial Corp | 0.54% | Add +2.8% | 9,381 | $3.9M |
| First American Trust, FSB | 0.38% | Add +7.3% | 9,328 | $3.8M |
| Compass Financial Group, INC | 0.73% | Reduce -0.4% | 9,317 | $3.8M |
| Davidson Trust Co. | 1.95% | Reduce -5.0% | 9,236 | $3.8M |
| Cozad Asset Management Inc. | 0.35% | Reduce -1.4% | 9,232 | $3.8M |
| MGB Wealth Management, LLC | 1.17% | Add +2.3% | 9,155 | $3.8M |
| Silver Oak Securities, Incorporated | 0.35% | Add +211.0% | 9,060 | $3.8M |
| Sutton Place Investors LLC | 2.17% | Reduce -0.8% | 9,122 | $3.7M |
| AQR Capital Management | 0.00% | Add +14.0% | 9,108 | $3.7M |
| Guyasuta Investment Advisors Inc. | 0.23% | Add +11.0% | 9,055 | $3.7M |
| Kuhn & Co Investment Counsel | 3.16% | Reduce -1.1% | 9,044 | $3.7M |
| Valmark Advisers, Inc. | 0.06% | Reduce -10.1% | 9,040 | $3.7M |
| Equitable Trust Co. | 0.20% | New | 8,950 | $3.7M |
| Dorsey & Whitney Trust CO LLC | 0.20% | Reduce -11.6% | 8,944 | $3.7M |
| Kelman-Lazarov, Inc. | 0.66% | Reduce -4.0% | 8,942 | $3.7M |
| Arcadia Investment Advisors LLC | 2.00% | Reduce -0.3% | 8,934 | $3.7M |
| National Philanthropic Trust | 0.05% | Add +4.2% | 8,922 | $3.7M |
| Aaron Wealth Advisors LLC | 0.42% | Reduce -0.3% | 8,904 | $3.7M |
| HHM Wealth Advisors, LLC | 0.50% | Add +2.4% | 8,892 | $3.6M |
| St Germain D J Co. Inc. | 0.17% | Add +5.5% | 8,883 | $3.6M |
| Nestegg Advisors, Inc. | 3.68% | — | 8,805 | $3.6M |
| Stonegate Investment Group, LLC | 0.10% | Add +3.2% | 8,857 | $3.6M |
| Raab & Moskowitz Asset Management LLC | 0.89% | Reduce -10.6% | 8,847 | $3.6M |
| Edge Financial Advisors LLC | 3.23% | Reduce -0.3% | 8,806 | $3.6M |
| Smithfield Trust Co | 0.18% | Reduce -14.8% | 8,782 | $3.6M |
| Prospect Financial Services LLC | 1.96% | Add +6.7% | 8,745 | $3.6M |
| Birchcreek Wealth Management, LLC | 2.25% | Add +1.0% | 8,731 | $3.6M |
| Compton Wealth Advisory Group, LLC | 0.92% | Reduce -1.1% | 8,713 | $3.6M |
| Capital Investment Advisors, LLC | 0.07% | Add +22.8% | 8,713 | $3.6M |
| Laird Norton Wetherby Wealth Management, LLC | 0.17% | Add +2.9% | 8,659 | $3.6M |
| Aspen Grove Capital, LLC | 0.75% | Add +7.7% | 8,630 | $3.5M |
| KG Capital Management | 1.14% | Add +7.4% | 8,603 | $3.5M |
| White Knight Strategic Wealth Advisors, LLC | 1.47% | Add +82.4% | 8,582 | $3.5M |
| Principal Securities, Inc. | 0.08% | Reduce -2.9% | 8,557 | $3.5M |
| Vantagepoint Investment Advisers LLC | 0.56% | Reduce -87.3% | 8,500 | $3.5M |
| Pacific Financial Group Inc. | 2.58% | Reduce -10.7% | 8,487 | $3.5M |
| Moulton Wealth Management, Inc. | 2.67% | Add +0.8% | 8,477 | $3.5M |
| Strategic Family Wealth Counselors, L.L.C. | 1.13% | Add +2.1% | 8,455 | $3.5M |
| Smartleaf Asset Management LLC | 0.35% | Add +28.7% | 8,358 | $3.5M |
| 1900 Wealth Management LLC | 0.29% | Add +1.0% | 8,403 | $3.4M |
| RVW Wealth, LLC | 0.32% | Reduce -0.6% | 8,397 | $3.4M |
| Integrated Advisors Network LLC | 0.17% | Reduce -2.6% | 8,382 | $3.4M |
| Dark Forest Capital Management LP | 0.51% | Add +44.8% | 8,378 | $3.4M |
| Center for Financial Planning, Inc. | 0.46% | Add +0.2% | 8,337 | $3.4M |
| Financial Alternatives, Inc | 2.41% | Reduce -0.2% | 8,333 | $3.4M |
| Ellevest, Inc. | 0.20% | Reduce -0.7% | 8,307 | $3.4M |
| Grandview Asset Management LLC | 1.25% | New | 8,272 | $3.4M |
| Madison Wealth Partners, Inc | 0.95% | Reduce -0.6% | 8,249 | $3.4M |
| Whittier Trust Co. of Nevada Inc. | 0.08% | Add +0.9% | 8,247 | $3.4M |
| Forum Private Client Group LLC | 1.50% | Reduce -2.4% | 8,211 | $3.4M |
| Synergy Asset Management, LLC | 0.26% | Add +106.8% | 8,473 | $3.4M |
| Outlook Wealth Advisors, LLC | 0.97% | Add +5.5% | 8,190 | $3.4M |
| Kingswood Wealth Advisors, LLC | 0.25% | Add +52.3% | 8,137 | $3.3M |
| NorthRock Partners, LLC | 0.11% | Reduce -6.9% | 8,102 | $3.3M |
| Accurate Wealth Management, LLC | 0.64% | Reduce -3.0% | 8,150 | $3.3M |
| Keebeck Wealth Management | 0.48% | Add +5.5% | 8,067 | $3.3M |
| Covington Investment Advisors Inc. | 0.50% | Add +1.9% | 8,063 | $3.3M |
| Ashton Thomas Securities, LLC | 0.91% | Reduce -7.4% | 8,062 | $3.3M |
| RFP Financial Group LLC | 1.29% | Reduce -51.1% | 8,026 | $3.3M |
| Platform Technology Partners | 1.00% | Add +27.3% | 8,007 | $3.3M |
| Apeiron RIA LLC | 0.92% | Reduce -4.8% | 8,001 | $3.3M |
| City State Bank | 1.16% | Add +11.1% | 7,992 | $3.3M |
| Southland Equity Partners LLC | 0.76% | Add +1.8% | 7,975 | $3.3M |
| Reynders McVeigh Capital Management, LLC | 0.17% | Reduce -1.8% | 7,956 | $3.3M |
| Coastline Trust Co | 0.38% | No change | 7,950 | $3.3M |
| Hanover Advisors Inc. | 1.37% | Add +2.6% | 7,944 | $3.3M |
| Panoramic Investment Advisors, LLC | 2.12% | Add +11.4% | 7,919 | $3.3M |
| Clear Creek Financial Management, LLC | 0.35% | Add +5.0% | 7,841 | $3.2M |
| Rothschild Investment LLC | 0.21% | Reduce -5.9% | 7,836 | $3.2M |
| Baker Boyer National Bank | 1.11% | Add +0.4% | 7,825 | $3.2M |
| Red Wave Investments LLC | 1.12% | Reduce -1.9% | 7,809 | $3.2M |
| Aureus Asset Management, LLC | 0.21% | No change | 7,808 | $3.2M |
| RCS Financial Planning, LLC | 1.70% | Reduce -7.2% | 7,786 | $3.2M |
| Advance Capital Management, Inc. | 0.15% | Reduce -0.6% | 7,777 | $3.2M |
| Wilson & Boucher Capital Management, LLC | 2.25% | No change | 7,724 | $3.2M |
| American Capital Advisory, LLC | 1.75% | Add +5.7% | 7,682 | $3.2M |
| Keel Point, LLC | 0.25% | Add +52.6% | 7,681 | $3.2M |
| Sanctuary Wealth Management, L.L.C. | 2.08% | Add +81.9% | 7,677 | $3.2M |
| Advisor OS, LLC | 0.36% | Add +17.7% | 7,672 | $3.1M |
| Canvas Wealth Advisors, LLC | 0.79% | Reduce -5.6% | 7,663 | $3.1M |
| KMG Fiduciary Partners, LLC | 0.26% | Reduce -6.4% | 7,549 | $3.1M |
| Richmond Investment Services, LLC | 1.73% | — | 7,504 | $3.1M |
| Encompass More Asset Management | 1.01% | New | 7,483 | $3.1M |
| Hoge Financial Services, LLC | 2.25% | Reduce -0.6% | 7,477 | $3.1M |
| Evermay Wealth Management LLC | 0.46% | Reduce -3.4% | 7,459 | $3.1M |
| Cassaday & Co Wealth Management LLC | 0.08% | Add +0.1% | 7,435 | $3.1M |
| Spectrum Asset Management, Inc. (NB/CA) | 1.37% | Reduce -2.6% | 7,428 | $3.0M |
| GHP Investment Advisors, Inc. | 0.14% | Reduce -1.6% | 7,399 | $3.0M |
| L. Roy Papp & Associates, LLP | 0.35% | Add +1.7% | 7,369 | $3.0M |
| Earned Wealth Advisors, LLC | 0.96% | Add +2.6% | 7,346 | $3.0M |
| Meeder Advisory Services, Inc. | 0.19% | Add +20.4% | 7,322 | $3.0M |
| Global Wealth Management Investment Advisory, Inc. | 0.62% | Add +2.0% | 7,316 | $3.0M |
| Martin Worley Group | 1.87% | — | 7,276 | $3.0M |
| Motco | 0.31% | Reduce -0.6% | 7,265 | $3.0M |
| ArchPoint Investors | 0.97% | No change | 7,220 | $3.0M |
| Arkos Global Advisors | 0.43% | No change | 7,200 | $3.0M |
| Fisher Asset Management | 0.00% | Reduce -14.3% | 7,127 | $2.9M |
| Del-Sette Capital Management, LLC | 2.36% | Reduce -7.6% | 7,095 | $2.9M |
| Chicago Capital, LLC | 0.08% | Reduce -2.3% | 7,052 | $2.9M |
| Greenleaf Trust | 0.03% | Add +13.1% | 7,025 | $2.9M |
| United Advisor Group, LLC | 0.57% | Add +7.5% | 6,990 | $2.9M |
| Forum Financial Management, LP | 0.05% | Add +0.2% | 6,989 | $2.9M |
| MJP Associates Inc. | 0.51% | Add +8.1% | 6,954 | $2.9M |
| Vise Technologies, Inc. | 0.24% | Reduce -1.5% | 6,911 | $2.8M |
| UNIVEST FINANCIAL Corp | 0.18% | Add +3.4% | 6,905 | $2.8M |
| Madison Asset Management, LLC | 0.03% | Add +18.2% | 6,894 | $2.8M |
| Madison Investment Advisors, LLC | 0.03% | — | 6,894 | $2.8M |
| Paragon Private Wealth Management, LLC | 1.30% | Reduce -14.8% | 6,856 | $2.8M |
| Stonebridge Financial Planning Group, LLC | 1.26% | Add +3.1% | 6,849 | $2.8M |
| Invst, LLC | 0.34% | Add +0.6% | 6,840 | $2.8M |
| Westbourne Investments, Inc. | 1.65% | — | 6,825 | $2.8M |
| PGIM Custom Harvest LLC | 0.05% | Add +9.4% | 6,822 | $2.8M |
| ProVise Management Group, LLC | 0.24% | Reduce -11.7% | 6,799 | $2.8M |
| Thoroughbred Financial Services, LLC | 0.17% | Add +1.7% | 6,799 | $2.8M |
| WBH Advisory Inc. | 0.26% | Add +121.3% | 6,769 | $2.8M |
| Sharpepoint LLC | 2.49% | — | 6,739 | $2.8M |
| PFG Investments, LLC | 0.17% | Add +23.4% | 6,729 | $2.8M |
| Compass Ion Advisors, LLC | 0.32% | Add +1.4% | 6,668 | $2.7M |
| Ciovacco Capital Management LLC | 1.56% | Reduce -1.3% | 6,655 | $2.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.07% | Add +0.2% | 6,624 | $2.7M |
| Continuum Advisory, LLC | 0.35% | Add +4.0% | 6,623 | $2.7M |
| Caldwell Trust Co | 0.28% | Add +118.5% | 6,615 | $2.7M |
| Talon Private Wealth, LLC | 0.57% | Add +131.2% | 6,591 | $2.7M |
| Axis Wealth Partners, LLC | 2.28% | — | 6,583 | $2.7M |
| Fenimore Asset Management Inc | 0.06% | No change | 6,581 | $2.7M |
| Ade, LLC | 1.65% | Reduce -0.6% | 6,556 | $2.7M |
| Peapack Gladstone Financial Corp. | 0.04% | Add +6.3% | 6,556 | $2.7M |
| Axxcess Wealth Management, LLC | 0.07% | Add +1.8% | 6,535 | $2.7M |
| Gallagher Capital Advisors, LLC | 1.95% | — | 6,530 | $2.7M |
| Diversified Enterprises, LLC | 0.26% | Reduce -0.2% | 6,510 | $2.7M |
| Benjamin Edwards Inc. | 0.04% | Add +81.4% | 6,473 | $2.7M |
| Insigneo Advisory Services, LLC | 0.27% | Add +1.4% | 6,467 | $2.7M |
| McAdam, LLC | 0.14% | Reduce -6.5% | 6,451 | $2.6M |
| Rockwood Wealth Management, LLC | 0.29% | Add +0.9% | 6,389 | $2.6M |
| Ancora Advisors LLC | 0.06% | Reduce -3.2% | 6,446 | $2.6M |
| Mezzasalma Advisors, LLC | 0.85% | Add +145.7% | 6,419 | $2.6M |
| Obsidian Personal Planning Solutions LLC | 1.27% | Reduce -3.8% | 6,297 | $2.6M |
| EFG Asset Management (Americas) Corp. | 0.51% | Reduce -23.3% | 6,406 | $2.6M |
| Fjell Capital, LLC | 2.71% | — | 6,404 | $2.6M |
| Bartlett & Co. Wealth Management LLC | 0.04% | Reduce -1.3% | 6,392 | $2.6M |
| JT Stratford LLC | 0.43% | Add +2.0% | 6,384 | $2.6M |
| Ballentine Partners, LLC | 0.04% | Add +29.9% | 6,387 | $2.6M |
| Next Capital Management LLC | 1.06% | No change | 6,308 | $2.6M |
| Columbia Asset Management | 0.49% | Reduce -10.5% | 6,304 | $2.6M |
| Ewa, LLC | 0.97% | Reduce -1.2% | 6,292 | $2.6M |
| North Star Asset Management Inc. | 0.11% | No change | 6,286 | $2.6M |
| Bowman & Co S.C. | 1.34% | Add +13.7% | 6,281 | $2.6M |
| Plancorp, LLC | 0.11% | Reduce -0.4% | 6,263 | $2.6M |
| Ibex Wealth Advisors | 0.30% | New | 6,223 | $2.6M |
| Kaydan Wealth Management, Inc. | 0.84% | Add +9.4% | 6,169 | $2.5M |
| Summit Investment Advisory Services, LLC | 1.30% | Add +0.0% | 6,155 | $2.5M |
| MTC Wealth Management LLC | 1.21% | Reduce -2.8% | 6,121 | $2.5M |
| American Institute for Advanced Investment Management, LLP | 1.85% | Reduce -0.8% | 6,054 | $2.5M |
| Buckingham Capital Management, Inc. | 0.28% | New | 6,049 | $2.5M |
| Stone Summit Wealth LLC | 0.83% | Add +1.8% | 6,045 | $2.5M |
| Kane Investment Management, Inc. | 1.39% | — | 6,043 | $2.5M |
| Silver Lake Advisory, LLC | 1.09% | Add +0.6% | 6,041 | $2.5M |
| Blue Zone Wealth Advisors, LLC | 0.71% | Reduce -1.8% | 6,039 | $2.5M |
| Jordan Park Group LLC | 0.18% | No change | 6,000 | $2.5M |
| IPG Investment Advisors LLC | 0.56% | New | 5,993 | $2.5M |
| Smith Salley Wealth Management | 0.16% | Add +2.8% | 5,992 | $2.5M |
| Pinnacle Associates Ltd. | 0.03% | Add +48.6% | 5,989 | $2.5M |
| Argent Trust Co | 0.10% | Add +0.1% | 5,982 | $2.5M |
| Wealth Effects LLC | 0.87% | Add +0.2% | 5,958 | $2.4M |
| RS Crum Inc. | 0.60% | Reduce -5.5% | 5,935 | $2.4M |
| Prepared Retirement Institute LLC | 1.39% | Reduce -4.0% | 5,930 | $2.4M |
| SigFig Wealth Management, LLC | 0.09% | Reduce -9.2% | 5,877 | $2.4M |
| Sunburst Financial Group, LLC | 0.60% | Reduce -2.7% | 5,914 | $2.4M |
| Fortis Group Advisors, LLC | 0.45% | Add +17.9% | 5,907 | $2.4M |
| Davis R M Inc. | 0.05% | Add +62.3% | 5,892 | $2.4M |
| Intrua Financial, LLC | 0.39% | Reduce -33.4% | 5,879 | $2.4M |
| Jackson Hole Capital Partners, LLC | 0.49% | No change | 5,865 | $2.4M |
| Robinson Smith Wealth Advisors LLC | 2.04% | Add +0.0% | 5,865 | $2.4M |
| WESPAC Advisors, LLC | 1.77% | Reduce -2.5% | 5,859 | $2.4M |
| Olde Wealth Management, LLC | 0.86% | Reduce -4.3% | 5,857 | $2.4M |
| First Trust Advisors LP | 0.00% | New | 5,849 | $2.4M |
| MilWealth Group LLC | 0.65% | Reduce -1.1% | 5,846 | $2.4M |
| Wiser Advisor Group LLC | 3.49% | Add +0.1% | 5,840 | $2.4M |
| K2 Financial Inc. | 2.38% | — | 5,896 | $2.4M |
| Certuity, LLC | 0.26% | Add +4.2% | 5,824 | $2.4M |
| TFB Advisors LLC | 0.68% | Reduce -7.3% | 5,816 | $2.4M |
| Jmac Enterprises LLC | 0.37% | Add +1.1% | 5,793 | $2.4M |
| Salem Investment Counselors Inc. | 0.08% | Add +3.9% | 5,773 | $2.4M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -0.7% | 5,771 | $2.4M |
| Carl P. Sherr & Co., LLC | 1.24% | Reduce -2.1% | 5,757 | $2.4M |
| CPA Asset Management Group, LLC | 1.09% | Add +12.4% | 5,729 | $2.4M |
| KFA Private Wealth Group, LLC | 0.98% | Add +4.9% | 5,717 | $2.3M |
| Covenant Asset Management, LLC | 0.52% | Add +2.2% | 5,706 | $2.3M |
| Evergreen Wealth Management, LLC | 1.38% | Reduce -1.7% | 5,702 | $2.3M |
| Legacy Financial Group LLC | 0.38% | New | 5,688 | $2.3M |
| Summit Global Investments | 0.15% | Add +50.7% | 5,682 | $2.3M |
| Quadrant Private Wealth Management, LLC | 0.57% | Reduce -26.3% | 5,658 | $2.3M |
| Accretive Wealth Partners, LLC | 0.99% | Reduce -11.2% | 5,655 | $2.3M |
| Barnes Wealth Management Group, Inc | 1.55% | — | 5,649 | $2.3M |
| Park Square Financial Group, LLC | 1.60% | — | 5,645 | $2.3M |
| Anchor Investment Management, LLC | 0.22% | Add +18.8% | 5,640 | $2.3M |
| Tidal Investments LLC | 0.02% | Add +7.8% | 5,631 | $2.3M |
| Easterly Investment Partners LLC | 0.18% | No change | 5,617 | $2.3M |
| Liberty Wealth Management LLC | 0.38% | Add +0.2% | 5,612 | $2.3M |
| Flputnam Investment Management Co. | 0.04% | Add +3.6% | 5,603 | $2.3M |
| Maripau Wealth Management LLC | 1.36% | New | 5,598 | $2.3M |
| Bridges Investment Management Inc. | 0.03% | Add +1.5% | 5,589 | $2.3M |
| Evanson Asset Management, LLC | 0.16% | Reduce -12.5% | 5,585 | $2.3M |
| Trinity Financial Advisors LLC | 0.86% | Add +3.4% | 5,550 | $2.3M |
| Good Life Advisors, LLC | 0.17% | Reduce -2.7% | 5,534 | $2.3M |
| Retirement Income Solutions, Inc. | 0.46% | No change | 5,521 | $2.3M |
| Goodwin Investment Advisory | 1.18% | Reduce -0.2% | 5,513 | $2.3M |
| Independent Wealth Network Inc. | 0.92% | Add +8.4% | 5,511 | $2.3M |
| Atlas Legacy Advisors, LLC | 0.55% | — | 5,505 | $2.3M |
| Marco Investment Management LLC | 0.19% | Add +0.0% | 5,498 | $2.3M |
| WMS Partners, LLC | 0.13% | No change | 5,490 | $2.3M |
| Sax Wealth Advisors, LLC | 0.18% | Add +3.4% | 5,485 | $2.3M |
| Sagace Wealth Management LLC | 1.69% | Reduce -19.5% | 5,482 | $2.3M |
| West Financial Advisors, LLC | 0.43% | Add +5.9% | 5,470 | $2.2M |
| Truefg, LLC | 0.73% | Reduce -1.5% | 5,462 | $2.2M |
| BKM Wealth Management, LLC | 0.92% | Reduce -4.3% | 5,448 | $2.2M |
| PAX Financial Group, LLC | 0.40% | Add +20.0% | 5,443 | $2.2M |
| Principal Financial Group Inc. | 0.00% | New | 5,436 | $2.2M |
| Occidental Asset Management, LLC | 0.35% | Add +30.5% | 5,419 | $2.2M |
| Belpointe Asset Management LLC | 0.13% | Add +3.2% | 5,913 | $2.2M |
| Allen Investment Management, LLC | 0.03% | Add +331.3% | 5,391 | $2.2M |
| Lion Street Advisors, LLC | 0.70% | Reduce -9.4% | 5,375 | $2.2M |
| Nicolet Bankshares Inc. | 0.43% | No change | 5,374 | $2.2M |
| Triangle Securities Wealth Management | 0.56% | Add +4.2% | 5,358 | $2.2M |
| Investor's Fiduciary Advisor Network, LLC | 0.84% | — | 5,340 | $2.2M |
| Foguth Wealth Management, LLC. | 0.57% | Add +1.5% | 5,164 | $2.2M |
| Journey Advisory Group, LLC | 0.26% | No change | 5,771 | $2.2M |
| Geometric Wealth Advisors | 0.39% | No change | 5,253 | $2.2M |
| Old National Bancorp | 0.05% | Add +75.2% | 5,239 | $2.2M |
| Carolinas Wealth Consulting LLC | 0.42% | Add +0.6% | 5,233 | $2.1M |
| OneAscent Financial Services LLC | 0.18% | New | 5,216 | $2.1M |
| Hickory Asset Management, Inc. | 1.82% | — | 5,216 | $2.1M |
| Marks Group Wealth Management, Inc | 0.21% | Reduce -5.0% | 5,207 | $2.1M |
| Crestwood Advisors Group, LLC | 0.04% | Add +2.9% | 5,191 | $2.1M |
| Whittier Trust Co. | 0.03% | No change | 5,189 | $2.1M |
| Wick Capital Partners, LLC | 0.63% | Add +13.9% | 5,166 | $2.1M |
| MV Capital Management, Inc. | 0.22% | No change | 5,125 | $2.1M |
| Bordeaux Wealth Advisors LLC | 0.34% | No change | 5,116 | $2.1M |
| Greenhouse Wealth Management, LLC | 1.38% | Reduce -0.9% | 5,102 | $2.1M |
| Acas, LLC | 1.55% | Reduce -10.0% | 4,975 | $2.1M |
| SeaCrest Wealth Management, LLC | 0.22% | Add +12.9% | 5,089 | $2.1M |
| Pinnacle Bancorp, Inc. | 0.68% | Reduce -3.6% | 5,088 | $2.1M |
| Pure Financial Advisors, LLC | 0.05% | Add +36.8% | 5,077 | $2.1M |
| Patten & Patten Inc. | 0.14% | Add +2.4% | 5,071 | $2.1M |
| Tradewinds, LLC. | 0.58% | Reduce -0.4% | 4,922 | $2.1M |
| LifeSteps Financial, Inc. | 1.59% | Reduce -0.6% | 5,051 | $2.1M |
| Main Street Financial Solutions, LLC | 0.20% | Reduce -29.4% | 5,025 | $2.1M |
| RoundAngle Advisors LLC | 1.96% | — | 5,019 | $2.1M |
| Sabal Trust CO | 0.12% | Reduce -17.2% | 5,012 | $2.1M |
| Harbour Capital Advisors, LLC | 0.46% | Add +8.4% | 4,927 | $2.1M |
| Wealthstream Advisors, Inc. | 0.38% | Add +1.8% | 4,990 | $2.0M |
| Summit Wealth Partners, LLC | 0.42% | Add +0.3% | 4,987 | $2.0M |
| Annex Advisory Services, LLC | 0.06% | Add +137.9% | 4,982 | $2.0M |
| Diversify Advisory Services, LLC | 0.11% | Add +31.6% | 5,020 | $2.0M |
| Vantage Financial Partners, LLC | 0.51% | Reduce -0.9% | 4,981 | $2.0M |
| Rossmore Private Capital | 0.25% | Add +6.9% | 4,975 | $2.0M |
| Fulton Bank, N.A. | 0.08% | No change | 4,973 | $2.0M |
| SwitchPoint Financial Planning, LLC | 1.95% | — | 4,954 | $2.0M |
| Stephens Consulting, LLC | 0.51% | Reduce -1.2% | 4,949 | $2.0M |
| May Hill Capital, LLC | 0.79% | — | 4,944 | $2.0M |
| SVB Wealth LLC | 0.04% | New | 4,936 | $2.0M |
| Powell Investment Advisors, LLC | 0.93% | Add +0.0% | 4,913 | $2.0M |
| Hanson & Doremus Investment Management | 0.32% | No change | 4,909 | $2.0M |
| TAP Consulting, LLC | 0.41% | Reduce -0.5% | 4,908 | $2.0M |
| Barnes Pettey Financial Advisors, LLC | 1.53% | Reduce -2.0% | 4,896 | $2.0M |
| DT Investment Partners, LLC | 0.17% | No change | 4,886 | $2.0M |
| Boston Financial Mangement LLC | 0.06% | Reduce -1.2% | 4,835 | $2.0M |
| SteelPeak Wealth, LLC | 0.08% | Add +84.4% | 4,831 | $2.0M |
| Busey Bank | 0.06% | Reduce -1.2% | 4,797 | $2.0M |
| Marquette Asset Management, LLC | 0.32% | Reduce -3.7% | 4,794 | $2.0M |
| BXM Wealth LLC | 2.75% | — | 4,794 | $2.0M |
| Adirondack Trust Co. | 0.75% | Add +8.7% | 4,779 | $2.0M |
| Park National Corp. | 0.07% | No change | 4,764 | $2.0M |
| Asset Dedication, LLC | 0.15% | Reduce -5.5% | 4,761 | $2.0M |
| Coppell Advisory Solutions LLC | 0.27% | Add +22.2% | 4,710 | $2.0M |
| Strategic Advocates LLC | 0.66% | Reduce -1.9% | 4,739 | $1.9M |
| Taylor Hoffman Capital Management LLC | 0.70% | Reduce -2.6% | 4,727 | $1.9M |
| Wealth Watch Advisors, INC | 1.20% | — | 4,714 | $1.9M |
| Graves Light Lenhart Wealth, Inc. | 0.24% | No change | 4,713 | $1.9M |
| Iron Gate Global Advisors LLC | 0.27% | Add +4.3% | 4,683 | $1.9M |
| Moseley Investment Management Inc. | 0.74% | Add +10.3% | 4,638 | $1.9M |
| Bedel Financial Consulting, Inc. | 0.26% | Reduce -0.9% | 4,522 | $1.9M |
| IFC Advisors LLC | 0.41% | — | 4,622 | $1.9M |
| Sunbelt Securities, Inc. | 0.17% | Reduce -15.9% | 4,537 | $1.9M |
| Staley Capital Advisers Inc. | 0.08% | Reduce -1.9% | 4,571 | $1.9M |
| Avant Capital LLC | 1.55% | — | 4,560 | $1.9M |
| Soltis Investment Advisors LLC | 0.17% | Add +3.7% | 4,554 | $1.9M |
| Legacy Capital Wealth Partners, LLC | 0.46% | New | 4,543 | $1.9M |
| Key Financial Inc | 0.42% | Add +0.1% | 4,542 | $1.9M |
| REDW Wealth LLC | 0.65% | Reduce -27.9% | 4,542 | $1.9M |
| CRA Financial Services, LLC | 0.32% | Add +4.0% | 4,523 | $1.9M |
| Clarendon Private LLC | 1.94% | — | 4,517 | $1.9M |
| Baker Tilly Wealth Management, LLC | 0.73% | Add +215.2% | 4,507 | $1.8M |
| Spinnaker Investment Group, LLC | 0.45% | Reduce -12.6% | 4,502 | $1.8M |
| Rollins Financial Advisors, LLC | 0.29% | Reduce -0.1% | 4,464 | $1.8M |
| Mission Creek Capital Partners, Inc. | 0.40% | Reduce -3.5% | 4,414 | $1.8M |
| Heritage Financial Services, LLC | 0.24% | Add +1.7% | 4,411 | $1.8M |
| Trilogy Capital Inc. | 0.09% | Add +12.7% | 4,409 | $1.8M |
| Ingalls & Snyder LLC | 0.07% | Reduce -8.0% | 4,392 | $1.8M |
| Optima Capital LLC | 1.24% | — | 4,389 | $1.8M |
| Stonebrook Private Inc. | 0.47% | Reduce -1.8% | 4,386 | $1.8M |
| FineMark National Bank & Trust | 0.06% | Add +14.2% | 4,368 | $1.8M |
| Hershey Financial Advisers, LLC | 1.57% | — | 4,333 | $1.8M |
| Allegheny Financial Group | 0.46% | Add +9.1% | 4,328 | $1.8M |
| Atlantic Edge Private Wealth Management, LLC | 0.55% | Add +77.9% | 4,327 | $1.8M |
| FWG Investments, LLC. | 1.37% | Add +473.0% | 4,309 | $1.8M |
| Nicholas Hoffman & Company, LLC. | 0.07% | No change | 4,260 | $1.7M |
| Icon Wealth Advisors, LLC | 0.14% | No change | 4,248 | $1.7M |
| NorthLanding Financial Partners, LLC | 1.76% | Reduce -8.1% | 4,243 | $1.7M |
| Sterling Wealth Management, Inc. | 0.64% | Add +0.1% | 4,241 | $1.7M |
| Wingate Wealth Advisors, Inc. | 1.70% | — | 4,212 | $1.7M |
| Fusion Family Wealth, LLC | 0.16% | No change | 4,194 | $1.7M |
| Private Trust Co. NA | 0.18% | Add +3.7% | 4,192 | $1.7M |
| Cibc World Market Inc. | 0.00% | Add +12.2% | 4,180 | $1.7M |
| Strait & Sound Wealth Management LLC | 0.79% | Reduce -4.2% | 4,151 | $1.7M |
| Tyler-Stone Wealth Management | 0.30% | Add +0.0% | 4,148 | $1.7M |
| Freestone Capital Holdings, LLC | 0.06% | Add +113.8% | 4,144 | $1.7M |
| 360 Financial, Inc. | 0.61% | Reduce -14.7% | 4,143 | $1.7M |
| ICONIQ Capital, LLC | 0.03% | Add +0.1% | 4,143 | $1.7M |
| Grange Capital, LLC | 1.78% | — | 4,139 | $1.7M |
| Boyd Wealth Management, LLC | 0.84% | No change | 4,132 | $1.7M |
| Newman Dignan & Sheerar, Inc. | 0.43% | No change | 4,125 | $1.7M |
| CWA Asset Management Group, LLC | 0.09% | Add +12.9% | 4,119 | $1.7M |
| Alta Wealth Advisors LLC | 0.74% | No change | 4,099 | $1.7M |
| Qube Research & Technologies Ltd | 0.00% | Add +64.5% | 4,095 | $1.7M |
| SkyOak Wealth, LLC | 0.36% | Reduce -3.7% | 4,092 | $1.7M |
| Park Place Capital Corp | 0.47% | Reduce -0.1% | 4,087 | $1.7M |
| Providence Capital Advisors, LLC | 0.34% | Add +4.5% | 4,074 | $1.7M |
| Retirement Planning Co of New England, Inc. | 0.81% | Reduce -1.2% | 4,061 | $1.7M |
| Sagespring Wealth Partners, LLC | 0.04% | — | 4,057 | $1.7M |
| Whitaker-Myers Wealth Managers, LTD. | 0.48% | Reduce -15.5% | 4,050 | $1.7M |
| Investments & Financial Planning, LLC | 1.02% | Reduce -1.1% | 4,027 | $1.7M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.05% | No change | 4,027 | $1.7M |
| Crux Wealth Advisors | 0.92% | — | 4,022 | $1.7M |
| Absolute Capital Management, LLC | 0.91% | Add +15.0% | 3,985 | $1.6M |
| Holos Integrated Wealth LLC | 1.12% | — | 4,004 | $1.6M |
| Goldstein Advisors, LLC | 0.24% | Reduce -6.8% | 4,001 | $1.6M |
| North Ridge Wealth Advisors, Inc. | 1.14% | Reduce -0.2% | 4,000 | $1.6M |
| Oakworth Capital, Inc. | 0.11% | Reduce -6.0% | 3,994 | $1.6M |
| Saiph Capital, LLC | 0.74% | Add +5.0% | 3,983 | $1.6M |
| Southern Capital Advisors, LLC | 0.90% | Add +0.1% | 3,966 | $1.6M |
| Asset Management Group, Inc. | 0.29% | Add +0.1% | 3,963 | $1.6M |
| Clark Capital Management Group, Inc. | 0.01% | Add +28.4% | 3,957 | $1.6M |
| Dana Investment Advisors, Inc. | 0.05% | Add +1.8% | 3,946 | $1.6M |
| Country Club Bank | 0.11% | No change | 3,888 | $1.6M |
| Kestra Investment Management, LLC | 0.06% | Add +39.4% | 3,922 | $1.6M |
| Cedar Mountain Advisors, LLC | 0.35% | Add +0.1% | 3,921 | $1.6M |
| International Assets Investment Management, LLC | 0.13% | New | 3,927 | $1.6M |
| Lantz Financial LLC | 0.43% | Add +0.8% | 3,919 | $1.6M |
| Lane & Associates LLC | 0.83% | Reduce -5.9% | 3,837 | $1.6M |
| Accel Wealth Management | 0.61% | Add +10.5% | 3,908 | $1.6M |
| Jeppson Wealth Management, LLC | 0.58% | Reduce -3.8% | 3,900 | $1.6M |
| Tectonic Advisors LLC | 0.10% | Add +22.3% | 3,897 | $1.6M |
| Tandem Capital Management Corp. | 0.86% | Add +2.1% | 3,892 | $1.6M |
| Founders Financial Alliance, LLC | 0.44% | Reduce -1.4% | 3,890 | $1.6M |
| First Citizens Bank & Trust Co. | 0.03% | Add +2.0% | 3,875 | $1.6M |
| Walkner Condon Financial Advisors LLC | 0.32% | Reduce -15.0% | 3,862 | $1.6M |
| Embree Financial Group | 0.27% | Add +3.8% | 3,843 | $1.6M |
| Yelin Lapidot Holdings Management Ltd. | 0.27% | No change | 3,835 | $1.6M |
| Security National Bank of So Dak | 0.87% | No change | 3,818 | $1.6M |
| Next Level Private LLC | 0.63% | Add +0.0% | 3,787 | $1.6M |
| Jefferies Financial Group Inc. | 0.02% | Reduce -0.3% | 3,785 | $1.6M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +11336.4% | 3,774 | $1.5M |
| Pecaut & Co. | 0.54% | Reduce -0.9% | 3,773 | $1.5M |
| Sugarloaf Wealth Management, LLC | 0.29% | Reduce -8.1% | 3,769 | $1.5M |
| SK Wealth Management, LLC | 0.78% | No change | 3,751 | $1.5M |
| Arq Wealth Advisors, LLC | 0.59% | Reduce -0.8% | 3,749 | $1.5M |
| Vertex Planning Partners, LLC | 0.34% | Reduce -9.9% | 3,748 | $1.5M |
| Sfm, LLC | 1.08% | Add +23.1% | 3,745 | $1.5M |
| LaFleur & Godfrey LLC | 0.21% | Add +5.2% | 3,733 | $1.5M |
| Aua Capital Management, LLC | 0.98% | No change | 3,730 | $1.5M |
| Mogy Joel R Investment Counsel Inc. | 0.09% | No change | 3,725 | $1.5M |
| Burney Co./ | 0.05% | Reduce -4.7% | 3,717 | $1.5M |
| Fort Sheridan Advisors LLC | 0.22% | Add +0.2% | 3,710 | $1.5M |
| Traction Financial Partners, LLC | 1.18% | Add +0.0% | 3,701 | $1.5M |
| Gerber Kawasaki Wealth & Investment Management | 0.07% | Add +0.9% | 3,700 | $1.5M |
| KilterHowling LLC | 0.87% | Add +0.1% | 3,597 | $1.5M |
| Ferguson Wellman Capital Management, Inc. | 0.03% | Add +0.1% | 3,683 | $1.5M |
| Executive Wealth Management, LLC | 0.12% | Reduce -5.4% | 3,683 | $1.5M |
| Twin Lakes Capital Management, LLC | 0.97% | Add +0.1% | 3,679 | $1.5M |
| Baring Financial LLC | 1.34% | — | 3,668 | $1.5M |
| Freedom Investment Management, Inc. | 0.12% | Add +38.6% | 3,654 | $1.5M |
| Cherry Tree Wealth Management, LLC | 0.37% | Reduce -1.8% | 3,649 | $1.5M |
| Advocate Group LLC | 0.28% | No change | 3,649 | $1.5M |
| Provenance Wealth Advisors, LLC | 0.19% | No change | 3,641 | $1.5M |
| Foster Victor Wealth Advisors, LLC | 0.11% | Reduce -5.8% | 3,580 | $1.5M |
| Meritage Portfolio Management | 0.09% | Add +3.0% | 3,627 | $1.5M |
| Glenview Trust Co | 0.03% | Add +13.0% | 3,617 | $1.5M |
| Ruggaard & Associates LLC | 0.65% | Add +3.6% | 3,611 | $1.5M |
| Hilltop National Bank | 0.44% | Add +54.5% | 3,591 | $1.5M |
| HBW Advisory Services LLC | 0.15% | Add +0.8% | 3,529 | $1.4M |
| Northwest Bancshares, Inc. | 0.27% | Reduce -2.9% | 3,525 | $1.4M |
| Graney & King, LLC | 1.09% | — | 3,522 | $1.4M |
| Sovran Advisors, LLC | 0.20% | — | 3,552 | $1.4M |
| SPC Financial, Inc. | 0.12% | Reduce -24.8% | 3,488 | $1.4M |
| Alpha Cubed Investments, LLC | 0.07% | Add +8.7% | 3,471 | $1.4M |
| Harbor Group, Inc. | 0.32% | Reduce -0.3% | 3,458 | $1.4M |
| American Trust | 0.11% | Add +2.5% | 3,446 | $1.4M |
| Almanack Investment Partners, LLC. | 0.22% | Reduce -18.8% | 3,444 | $1.4M |
| Rockbridge Investment Management, LCC | 0.18% | No change | 3,435 | $1.4M |
| Squarepoint Ops LLC | 0.00% | New | 3,432 | $1.4M |
| Camelot Portfolios, LLC | 1.52% | Reduce -4.8% | 3,430 | $1.4M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 3,426 | $1.4M |
| Primoris Wealth Advisors, LLC | 1.06% | Add +27.1% | 3,405 | $1.4M |
| Canandaigua National Bank & Trust Co. | 0.14% | No change | 3,401 | $1.4M |
| Sonoma Private Wealth LLC | 2.25% | Reduce -0.5% | 3,395 | $1.4M |
| First National Bank Sioux Falls | 0.59% | Reduce -0.9% | 3,388 | $1.4M |
| Patriot Investment Management Group, Inc. | 0.10% | Add +0.0% | 3,373 | $1.4M |
| Capital Management Associates, Inc | 0.52% | Add +141.5% | 3,371 | $1.4M |
| Boston Trust Walden Corp | 0.01% | No change | 3,334 | $1.4M |
| Silver Coast Investments LLC | 0.52% | Add +63.9% | 3,322 | $1.4M |
| LRI Investments, LLC | 0.13% | No change | 3,319 | $1.4M |
| First Manhattan Co. Llc. | 0.00% | Add +41.4% | 3,301 | $1.4M |
| Westmount Partners, LLC | 0.41% | Add +0.1% | 3,294 | $1.4M |
| Eldridge Investment Advisors, Inc. | 0.31% | Reduce -2.2% | 3,292 | $1.4M |
| WealthCare Investment Partners, LLC | 0.59% | Add +4.5% | 3,296 | $1.4M |
| New England Private Wealth Advisors LLC | 0.21% | Add +0.1% | 3,288 | $1.3M |
| Quadrant Capital Group LLC | 0.09% | Reduce -0.8% | 3,286 | $1.3M |
| Golden State Wealth Management, LLC | 0.20% | — | 3,266 | $1.3M |
| Wealth Architects, LLC | 0.15% | No change | 3,245 | $1.3M |
| Nautilus Advisors LLC | 1.05% | — | 3,226 | $1.3M |
| Cypress Financial Planning LLC | 0.49% | Reduce -0.0% | 3,223 | $1.3M |
| Summit Financial Strategies, Inc. | 0.15% | Reduce -9.4% | 3,222 | $1.3M |
| RTD Financial Advisors, Inc. | 0.17% | Reduce -8.4% | 3,221 | $1.3M |
| Fiducient Advisors LLC | 0.16% | Reduce -5.7% | 3,216 | $1.3M |
| Fiduciary Financial Group, LLC | 0.29% | Add +1.3% | 3,240 | $1.3M |
| Curtis Advisory Group, LLC | 0.35% | Reduce -4.3% | 3,210 | $1.3M |
| Creekmur Asset Management LLC | 0.30% | Reduce -0.2% | 3,199 | $1.3M |
| National Bank of Canada | 0.00% | Add +5.7% | 3,197 | $1.3M |
| Endowment Wealth Management, Inc. | 0.88% | Reduce -9.3% | 3,190 | $1.3M |
| Whipplewood Advisors, LLC | 0.74% | — | 3,185 | $1.3M |
| Independence Bank of Kentucky | 0.20% | Add +0.1% | 3,183 | $1.3M |
| Arrow Investment Advisors, LLC | 1.21% | No change | 3,398 | $1.3M |
| Operose Advisors LLC | 0.45% | Add +0.4% | 3,178 | $1.3M |
| Everstar Asset Management, LLC | 0.92% | Reduce -1.5% | 3,177 | $1.3M |
| Hoxton Planning & Management, LLC | 0.50% | Reduce -4.1% | 3,170 | $1.3M |
| NorthCrest Asset Manangement, LLC | 0.04% | Add +6.9% | 3,167 | $1.3M |
| Noesis Capital Mangement Corp. | 0.25% | Add +7.8% | 3,164 | $1.3M |
| Breakwater Capital Group | 0.26% | Add +2.2% | 3,154 | $1.3M |
| Compass Advisory Group LLC | 0.46% | Reduce -26.1% | 3,151 | $1.3M |
| Matrix Asset Advisors Inc. | 0.14% | Reduce -0.5% | 3,136 | $1.3M |
| Bank of New Hampshire | 0.33% | No change | 3,136 | $1.3M |
| Cooper Financial Group | 0.15% | Add +10.5% | 3,134 | $1.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 3,130 | $1.3M |
| Americana Partners, LLC | 0.05% | Reduce -0.3% | 3,109 | $1.3M |
| Breakwater Investment Management | 0.54% | No change | 3,108 | $1.3M |
| Tsfg, LLC | 0.26% | Add +12.1% | 3,103 | $1.3M |
| Private Capital Management LLC | 0.25% | Add +2.4% | 3,099 | $1.3M |
| Strategic Wealth Investment Group, LLC | 0.07% | Reduce -12.5% | 3,097 | $1.3M |
| Detalus Advisors, LLC | 0.42% | Reduce -1.0% | 3,079 | $1.3M |
| Jacobi Capital Management LLC | 0.09% | Add +17.3% | 3,076 | $1.3M |
| Fielder Capital Group LLC | 0.39% | Add +0.1% | 3,067 | $1.3M |
| Madden Advisory Services, Inc. | 0.58% | Add +4.6% | 3,055 | $1.3M |
| Medallion Wealth Advisors, LLC | 0.62% | — | 3,149 | $1.3M |
| Wealthquest Corp | 0.10% | Add +1.0% | 3,034 | $1.2M |
| Vident Advisory, LLC | 0.02% | New | 3,030 | $1.2M |
| First Command Advisory Services, Inc. | 0.01% | Reduce -5.6% | 3,025 | $1.2M |
| Chapin Davis, Inc. | 0.40% | No change | 3,227 | $1.2M |
| Solstein Capital, LLC | 0.69% | No change | 3,008 | $1.2M |
| Mb, Levis & Associates, LLC | 0.62% | Add +0.1% | 3,005 | $1.2M |
| Delta Capital Management LLC | 0.71% | No change | 3,000 | $1.2M |
| Deutsche Bank AG | 0.00% | No change | 2,999 | $1.2M |
| Mayflower Financial Advisors, LLC | 0.18% | Add +3.3% | 2,996 | $1.2M |
| Aprio Wealth Management, LLC | 0.18% | Add +1.7% | 2,995 | $1.2M |
| Verus Capital Partners, LLC | 0.12% | Add +4.5% | 2,993 | $1.2M |
| Voisard Asset Management Group, Inc. | 0.41% | Reduce -22.2% | 2,990 | $1.2M |
| Bull Oak Capital, LLC | 0.68% | Add +0.1% | 2,984 | $1.2M |
| Flagship Private Wealth, LLC | 0.59% | Reduce -3.1% | 2,981 | $1.2M |
| CVA Family Office, LLC | 0.19% | No change | 2,969 | $1.2M |
| Shepherd Kaplan Krochuk, LLC | 1.02% | Reduce -3.9% | 2,963 | $1.2M |
| Avantax Planning Partners, Inc. | 0.04% | Add +1.8% | 2,953 | $1.2M |
| Janus Henderson Group PLC | 0.00% | Add +301.9% | 2,950 | $1.2M |
| GAMMA Investing LLC | 0.10% | Add +28.0% | 2,945 | $1.2M |
| Shepherd Financial Partners LLC | 0.14% | Add +2.1% | 2,937 | $1.2M |
| Caldwell Sutter Capital, Inc. | 0.56% | Reduce -1.7% | 2,929 | $1.2M |
| Michels Family Financial, LLC | 1.10% | — | 2,919 | $1.2M |
| Jackson, Grant Investment Advisers, Inc. | 0.46% | Reduce -18.5% | 2,917 | $1.2M |
| Lincoln Capital LLC | 0.25% | Add +7.7% | 2,917 | $1.2M |
| Marion Wealth Management | 0.32% | No change | 2,916 | $1.2M |
| Tme Financial, Inc. | 1.12% | — | 3,116 | $1.2M |
| Cornell Pochily Investment Advisors, Inc. | 0.41% | Add +0.1% | 2,881 | $1.2M |
| Cohen Investment Advisors LLC | 0.71% | Add +3.5% | 2,867 | $1.2M |
| Sandy Cove Advisors, LLC | 0.46% | Add +0.3% | 2,861 | $1.2M |
| Bay Capital Advisors, LLC | 0.94% | — | 2,860 | $1.2M |
| Seneschal Advisors, LLC | 0.98% | — | 2,855 | $1.2M |
| Winthrop Advisory Group LLC | 0.14% | Add +7.2% | 2,850 | $1.2M |
| Oxford Financial Group, LTD. LLC | 0.08% | Reduce -0.6% | 2,849 | $1.2M |
| Sonora Investment Management Group, LLC | 0.09% | Reduce -1.8% | 2,846 | $1.2M |
| Encompass Wealth Advisors, LLC | 0.47% | Add +230.7% | 2,841 | $1.2M |
| William Mack & Associates, Inc. | 1.22% | — | 2,831 | $1.2M |
| Linscomb Wealth, Inc. | 0.06% | Reduce -0.8% | 2,830 | $1.2M |
| Zacks Investment Management | 0.01% | Add +0.9% | 2,812 | $1.2M |
| Wrapmanager Inc. | 0.29% | Reduce -11.3% | 2,807 | $1.2M |
| HF Advisory Group, LLC | 0.53% | Reduce -8.8% | 2,803 | $1.2M |
| AssuredPartners Investment Advisors, LLC | 0.22% | — | 2,799 | $1.1M |
| Private Advisory Group LLC | 0.13% | Add +14.2% | 2,794 | $1.1M |
| Alpha Omega Wealth Management LLC | 0.22% | Reduce -2.8% | 2,791 | $1.1M |
| LPWM LLC | 0.36% | No change | 2,767 | $1.1M |
| Haverford Trust Co | 0.01% | Add +4.0% | 2,766 | $1.1M |
| HM Payson & Co. | 0.02% | Add +235.1% | 2,761 | $1.1M |
| Grant/GrossMendelsohn, LLC | 0.59% | Add +9.3% | 2,744 | $1.1M |
| Farmers & Merchants Investments Inc. | 0.04% | No change | 2,729 | $1.1M |
| Claro Advisors Inc. | 0.15% | Reduce -12.1% | 2,727 | $1.1M |
| Circle Wealth Management, LLC | 0.02% | No change | 2,721 | $1.1M |
| Viawealth, LLC | 0.67% | Reduce -15.9% | 2,720 | $1.1M |
| Capital Group Private Client Services, Inc. | 0.01% | Add +31.6% | 2,713 | $1.1M |
| Aviso Wealth Management | 0.57% | No change | 2,702 | $1.1M |
| Hughes Financial Services, LLC | 0.23% | — | 2,702 | $1.1M |
| Parr McKnight Wealth Management Group, LLC | 0.16% | — | 2,692 | $1.1M |
| Apella Capital, LLC | 0.04% | Add +10.3% | 2,682 | $1.1M |
| RHS Financial, LLC | 0.57% | Add +5.9% | 2,673 | $1.1M |
| Wesbanco Bank Inc. | 0.04% | Add +5.5% | 2,671 | $1.1M |
| Athena Investment Management | 0.63% | Add +10.3% | 2,670 | $1.1M |
| Klingman & Associates, LLC | 0.07% | Reduce -13.6% | 2,667 | $1.1M |
| Sheaff Brock Investment Advisors, LLC | 0.10% | Add +13.3% | 2,666 | $1.1M |
| Bouchey Financial Group, Ltd. | 0.10% | Add +4.1% | 2,657 | $1.1M |
| Symmetry Partners, LLC | 0.16% | Reduce -1.6% | 2,657 | $1.1M |
| Scarborough Advisors, LLC | 0.15% | Reduce -15.3% | 2,653 | $1.1M |
| GM Advisory Group, LLC | 0.06% | Add +30.4% | 2,648 | $1.1M |
| Frank, Rimerman Advisors LLC | 0.08% | Reduce -0.9% | 2,643 | $1.1M |
| Ascentis Independent Advisors | 0.21% | Reduce -9.9% | 2,627 | $1.1M |
| Lifeworks Advisors, LLC | 0.19% | Add +1.0% | 2,625 | $1.1M |
| Diversify Wealth Management, LLC | 0.08% | Add +126.9% | 2,643 | $1.1M |
| Waller Financial Planning Group, Inc. | 0.27% | Add +24.3% | 2,619 | $1.1M |
| Raleigh Capital Management Inc. | 0.41% | Reduce -2.5% | 2,614 | $1.1M |
| Thomasville National Bank | 0.08% | Reduce -24.4% | 2,604 | $1.1M |
| Valley National Advisers Inc. | 0.19% | Reduce -0.4% | 2,603 | $1.1M |
| Lavaca Capital LLC | 0.47% | Add +0.1% | 2,599 | $1.1M |
| Bridgewealth Advisory Group, LLC | 0.30% | No change | 2,497 | $1.1M |
| Beacon Financial Advisory LLC | 0.35% | Add +9.6% | 2,593 | $1.1M |
| Collective Family Office LLC | 0.29% | Reduce -2.5% | 2,588 | $1.1M |
| Fidelis Capital Partners, LLC | 0.11% | Add +80.8% | 2,555 | $1.1M |
| Florida Financial Advisors, LLC | 0.47% | Add +12.2% | 2,574 | $1.1M |
| Bogart Wealth, LLC | 0.05% | Add +23.9% | 2,568 | $1.1M |
| Congress Asset Management Co. | 0.01% | Add +40.4% | 2,565 | $1.1M |
| Baker Avenue Asset Management, LP | 0.03% | No change | 2,562 | $1.1M |
| Interchange Capital Partners, LLC | 0.38% | Reduce -0.1% | 2,561 | $1.1M |
| My Legacy Advisors, LLC | 0.41% | Reduce -12.6% | 2,540 | $1.1M |
| Realta Investment Advisors | 0.43% | Add +360.4% | 2,523 | $1.1M |
| Indiana Trust & Investment Management Co | 0.36% | No change | 2,546 | $1.0M |
| Wolverine Trading, LLC | 0.02% | Reduce -45.8% | 2,520 | $1.0M |
| Jaffetilchin Investment Partners, LLC | 0.08% | Add +1.6% | 2,536 | $1.0M |
| Prosperity Consulting Group, LLC | 0.08% | Reduce -9.3% | 2,535 | $1.0M |
| Conservest Capital Advisors, Inc. | 0.11% | Reduce -2.4% | 2,534 | $1.0M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 2,511 | $1.0M |
| Focused Wealth Management, Inc | 0.14% | Reduce -1.2% | 2,515 | $1.0M |
| Faithward Advisors, LLC | 0.18% | Add +9.0% | 2,513 | $1.0M |
| Tanglewood Legacy Advisors, LLC | 0.44% | Add +7.5% | 2,511 | $1.0M |
| Kearns & Associates LLC | 0.67% | Add +160.0% | 2,509 | $1.0M |
| Modern Wealth Management, LLC | 0.04% | Add +44.2% | 2,508 | $1.0M |
| Tenon Financial LLC | 0.67% | No change | 2,512 | $1.0M |
| 180 Wealth Advisors, LLC | 0.16% | Reduce -0.4% | 2,505 | $1.0M |
| TBH Global Asset Management, LLC | 0.24% | Reduce -6.7% | 2,502 | $1.0M |
| Pekin Hardy Strauss, Inc. | 0.13% | Add +20.3% | 2,499 | $1.0M |
| Legacy Advisors, LLC | 0.10% | No change | 2,487 | $1.0M |
| Rather & Kittrell, Inc. | 0.24% | Reduce -0.6% | 2,475 | $1.0M |
| RKL Wealth Management LLC | 0.09% | Reduce -16.4% | 2,466 | $1.0M |
| Retirement Capital Strategies | 0.38% | New | 2,466 | $1.0M |
| Farmers Trust Co. | 0.19% | Reduce -5.8% | 2,466 | $1.0M |
| Badgley Phelps Wealth Managers, LLC | 0.02% | Reduce -10.0% | 2,461 | $1.0M |
| Cosner Financial Group, LLC | 0.64% | Add +0.9% | 2,447 | $1.0M |
| PDS Planning, Inc | 0.09% | Reduce -0.6% | 2,443 | $1.0M |
| Herold Advisors, Inc. | 0.22% | Add +0.2% | 2,442 | $1.0M |
| Trademark Financial Management, LLC | 0.80% | Reduce -1.3% | 2,439 | $1.0M |
| Money Concepts Capital Corp. | 0.07% | Add +9.6% | 2,435 | $1000K |
| Libra Wealth LLC | 0.39% | No change | 2,435 | $999K |
| Convergence Financial, LLC | 0.20% | Reduce -3.3% | 2,431 | $998K |
| Alaska Wealth Advisors, LLC | 0.15% | Reduce -0.4% | 2,429 | $997K |
| Sage Financial Management Group, Inc. | 0.37% | No change | 2,421 | $994K |
| Wealth Advisors of Iowa, LLC | 0.50% | No change | 2,419 | $993K |
| Horizon Investment Services, LLC | 0.42% | Add +6.5% | 2,412 | $990K |
| Investmark Advisory Group LLC | 0.48% | Add +1.5% | 2,401 | $986K |
| Stablepoint Partners, LLC | 0.18% | Add +0.1% | 2,398 | $984K |
| TCI Wealth Advisors, Inc. | 0.08% | Reduce -7.7% | 2,395 | $983K |
| Avestar Capital, LLC | 0.09% | Add +116.5% | 2,384 | $978K |
| Thompson David Blair | 0.71% | — | 2,382 | $978K |
| Community Bank of Raymore | 0.77% | Reduce -26.6% | 2,381 | $977K |
| Evolution Wealth Advisors, LLC | 0.16% | No change | 2,380 | $977K |
| Alley Investment Management Company, LLC | 0.12% | Reduce -1.0% | 2,369 | $972K |
| First Commonwealth Financial Corp | 0.23% | Reduce -0.2% | 2,364 | $970K |
| Colonial River Investments, LLC | 0.47% | Add +6.7% | 2,354 | $966K |
| Northstar Advisory Group, LLC | 0.49% | Reduce -5.9% | 2,352 | $965K |
| Mainstay Capital Management LLC | 0.15% | No change | 2,350 | $965K |
| Galvin, Gaustad & Stein, LLC | 0.09% | Reduce -16.1% | 2,344 | $962K |
| Cypress Point Wealth Management, LLC | 0.30% | New | 2,333 | $958K |
| CGC Financial Services, LLC | 0.38% | Reduce -9.7% | 2,330 | $956K |
| Brown Miller Wealth Management, LLC | 0.36% | No change | 2,319 | $952K |
| Trust Co. of Vermont | 0.05% | Reduce -5.6% | 2,310 | $948K |
| Waterfront Wealth Inc. | 0.23% | Reduce -16.2% | 2,307 | $947K |
| Gateway Wealth Partners, LLC | 0.25% | Add +27.2% | 2,306 | $947K |
| FRG Family Wealth Advisors LLC | 0.17% | No change | 2,298 | $943K |
| Talisman Wealth Advisors LLC | 1.00% | Reduce -6.1% | 2,292 | $941K |
| Waterloo Capital, L.P. | 0.10% | Add +278.8% | 2,288 | $939K |
| Carret Asset Management, LLC | 0.10% | Add +0.1% | 2,284 | $937K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 2,274 | $933K |
| Farmers National Bank | 0.27% | — | 2,256 | $926K |
| Graypoint LLC | 0.06% | No change | 2,249 | $923K |
| Hilltop Wealth Advisors, LLC | 0.47% | Reduce -0.8% | 2,248 | $923K |
| Guardian Wealth Advisors, LLC / NC | 0.07% | Add +0.5% | 2,246 | $922K |
| O'Dell Group, LLC | 0.21% | Add +12.5% | 2,245 | $922K |
| Black Swift Group, LLC | 0.20% | No change | 2,244 | $921K |
| Intellectus Partners, LLC | 0.20% | No change | 2,240 | $919K |
| W Advisors, LLC | 0.57% | Add +7.8% | 2,237 | $918K |
| Cobblestone Capital Advisors LLC | 0.05% | New | 2,237 | $918K |
| Team Hewins, LLC | 0.36% | Add +31.2% | 2,234 | $917K |
| Tudor Financial Inc. | 0.54% | Reduce -3.5% | 2,230 | $915K |
| Myecfo, LLC | 0.49% | Reduce -3.5% | 2,226 | $914K |
| Redwood Financial Network Corp | 0.68% | Add +8.1% | 2,224 | $913K |
| Three Magnolias Financial Advisors, LLC | 0.95% | — | 2,208 | $906K |
| Shelton Capital Management | 0.02% | No change | 2,200 | $903K |
| Towneley Capital Management, Inc / DE | 0.21% | Reduce -28.2% | 2,194 | $900K |
| Towercrest Capital Management | 0.15% | No change | 2,191 | $899K |
| AAF Wealth Management, LLC | 0.45% | Reduce -0.9% | 2,185 | $897K |
| Mascagni Wealth Management, Inc. | 0.89% | — | 2,418 | $897K |
| Strive Asset Management, LLC | 0.67% | — | 2,180 | $895K |
| One Wealth Capital Management, LLC | 0.45% | — | 2,180 | $895K |
| First National Trust Co | 0.03% | Reduce -2.7% | 2,179 | $894K |
| Aufman Associates Inc | 0.60% | Add +1.4% | 2,177 | $894K |
| Catalina Capital Group, LLC | 0.29% | Add +17.4% | 2,177 | $894K |
| Archer Investment Corp | 0.24% | Reduce -9.3% | 2,174 | $892K |
| Strategic Financial Services, Inc. | 0.05% | Reduce -1.6% | 2,168 | $890K |
| Northwest Wealth Management, LLC | 0.19% | Add +2.2% | 2,167 | $890K |
| Cynosure Group, LLC | 0.13% | Add +0.1% | 2,159 | $886K |
| McLean Asset Management Corp | 0.26% | No change | 2,146 | $881K |
| Fingerlakes Wealth Management, Inc. | 0.71% | Add +0.1% | 2,144 | $880K |
| Canal Capital Management, LLC | 0.14% | Add +188.7% | 2,136 | $877K |
| Willner & Heller, LLC | 0.77% | Reduce -0.8% | 2,133 | $875K |
| Patton Albertson Miller Group, LLC | 0.12% | No change | 2,131 | $875K |
| Burkett Financial Services, LLC | 0.36% | Reduce -3.5% | 2,126 | $872K |
| Kelly Financial Services LLC | 0.31% | Reduce -43.8% | 2,119 | $870K |
| Berkshire Asset Management LLC | 0.04% | No change | 2,044 | $867K |
| Semus Wealth Partners LLC | 0.57% | Reduce -17.3% | 2,109 | $866K |
| Proffitt & Goodson Inc. | 0.14% | Reduce -3.2% | 2,108 | $865K |
| DiNuzzo Private Wealth, Inc. | 0.11% | No change | 2,102 | $863K |
| Shayne & Jacobs, LLC | 0.23% | No change | 2,100 | $862K |
| Fortis Capital Advisors, LLC | 0.29% | No change | 2,294 | $862K |
| Boyd Watterson Asset Management LLC | 0.24% | No change | 2,089 | $857K |
| Wealth Dimensions Group, Ltd. | 0.21% | Reduce -5.0% | 2,086 | $856K |
| Hurley Capital, LLC | 0.69% | — | 2,053 | $855K |
| Headinvest, LLC | 0.16% | Reduce -8.4% | 2,082 | $855K |
| Johnson Financial Group, Inc. | 0.04% | Reduce -48.3% | 2,039 | $853K |
| Northwest Capital Management Inc | 0.37% | No change | 2,078 | $853K |
| Atlantic Union Bankshares Corp | 0.05% | Reduce -0.1% | 2,072 | $850K |
| Richard W. Paul & Associates, LLC | 0.31% | Reduce -5.6% | 2,071 | $850K |
| Twin City Private Wealth, LLC | 0.75% | Reduce -18.1% | 2,063 | $847K |
| IFG Advisors, LLC | 0.17% | Reduce -0.3% | 2,063 | $847K |
| Windsor Capital Management, LLC | 0.25% | No change | 2,062 | $846K |
| Orgel Wealth Management, LLC | 0.02% | Add +7.1% | 2,058 | $845K |
| Pacific Sun Financial Corp | 0.46% | No change | 2,048 | $841K |
| Scotia Capital Inc. | 0.00% | Add +2.8% | 2,048 | $841K |
| Clarity Financial LLC | 0.10% | Add +38.9% | 2,041 | $838K |
| Long Island Wealth Management, Inc. | 0.52% | Reduce -0.4% | 2,040 | $837K |
| WPG Advisers, LLC | 0.78% | — | 2,036 | $836K |
| BOS Asset Management, LLC | 0.30% | No change | 2,036 | $836K |
| Wealth Management Partners, LLC | 0.36% | Add +17.8% | 2,030 | $833K |
| Grove Bank & Trust | 0.12% | Add +18.1% | 2,027 | $832K |
| BankPlus Trust Department | 0.27% | — | 2,022 | $830K |
| ZEGA Investments, LLC | 0.25% | — | 1,957 | $830K |
| Empirical Asset Management, LLC | 0.27% | No change | 2,020 | $829K |
| One Wealth Advisors, LLC | 0.12% | Reduce -0.1% | 2,018 | $828K |
| InvesTrust | 0.23% | — | 1,999 | $828K |
| United Community Bank | 0.32% | Add +44.1% | 2,017 | $828K |
| Meridian Wealth Advisors, LLC | 0.14% | No change | 2,016 | $827K |
| Channel Wealth LLC | 0.27% | Add +1.2% | 2,013 | $826K |
| Charis Legacy Partners, LLC | 1.69% | — | 2,013 | $826K |
| Hemington Wealth Management | 0.21% | No change | 2,014 | $826K |
| L & S Advisors Inc | 0.10% | Reduce -1.1% | 1,997 | $820K |
| Frontier Asset Management, LLC | 0.27% | Add +0.1% | 1,996 | $819K |
| LJI Wealth Management, LLC | 0.16% | No change | 1,994 | $818K |
| HUB Investment Partners, LLC | 0.03% | Add +9.3% | 1,993 | $818K |
| Larson Financial Group LLC | 0.04% | Add +13.1% | 1,991 | $817K |
| Plan A Wealth LLC | 0.75% | — | 1,990 | $817K |
| River Wealth Advisors LLC | 0.11% | Reduce -1.1% | 1,988 | $816K |
| Apollon Financial, LLC | 0.20% | Add +0.3% | 1,987 | $816K |
| Foster Group, Inc. | 0.03% | Add +7.4% | 1,983 | $814K |
| Shared Vision Wealth Group LLC | 0.43% | No change | 1,978 | $812K |
| Arrowroot Family Office, LLC | 0.42% | Add +10.0% | 1,975 | $811K |
| Brady Martz Wealth Solutions, LLC | 0.20% | — | 2,007 | $810K |
| Eastern Bank | 0.01% | No change | 1,972 | $809K |
| Opulen Financial Group LLC | 0.73% | — | 1,968 | $808K |
| Sterling Financial Planning, Inc. | 0.29% | Reduce -2.8% | 1,951 | $801K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.07% | Add +114.1% | 1,948 | $800K |
| Petredis Investment Advisors LLC | 0.08% | Add +1.7% | 1,941 | $797K |
| Fairhaven Wealth Management, LLC | 0.25% | No change | 1,937 | $795K |
| Nelson Capital Management, LLC | 0.13% | New | 1,933 | $793K |
| Simplicity Wealth,LLC | 0.16% | Reduce -1.4% | 1,917 | $787K |
| First International Bank & Trust | 0.25% | No change | 1,916 | $786K |
| Harmony Asset Management LLC | 0.31% | Reduce -4.1% | 1,915 | $786K |
| Stock Yards Bank & Trust Co. | 0.03% | Add +3.4% | 1,909 | $784K |
| Thompson Investment Management, Inc. | 0.11% | Add +3714.0% | 1,907 | $783K |
| First Bancorp, Inc | 0.53% | Add +6.5% | 1,904 | $781K |
| KPP Advisory Services LLC | 0.18% | Add +211.3% | 1,899 | $780K |
| Sound Income Strategies, LLC | 0.05% | Add +60.7% | 1,899 | $780K |
| Alliance Wealth Management Group | 0.21% | No change | 1,891 | $776K |
| X-Square Capital, LLC | 0.32% | Add +42.5% | 1,887 | $775K |
| Cornerstone Advisors Asset Management, LLC | 0.17% | Add +0.1% | 1,888 | $775K |
| Colton Groome Financial Advisors, LLC | 0.30% | Add +10.4% | 1,881 | $772K |
| Single Point Partners, LLC | 0.18% | New | 1,881 | $772K |
| S.A. Mason LLC | 0.40% | Reduce -2.6% | 1,878 | $771K |
| Balanced Rock Investment Advisors LLC | 0.61% | Add +3.1% | 1,867 | $766K |
| Winch Advisory Services, LLC | 0.20% | Add +6.0% | 1,862 | $764K |
| MKT Advisors LLC | 0.33% | Add +3.1% | 1,838 | $764K |
| Maltin Wealth Management, Inc. | 0.38% | Reduce -0.2% | 1,861 | $764K |
| Net Worth Advisory Group | 0.23% | Reduce -0.3% | 1,861 | $764K |
| AMG National Trust Bank | 0.02% | Add +1.0% | 1,860 | $763K |
| Atlantic Private Wealth, LLC | 0.57% | Add +0.1% | 1,855 | $761K |
| TruWealth Advisors, LLC | 0.05% | Add +0.2% | 1,843 | $756K |
| Quartz Partners, LLC | 0.46% | Reduce -3.5% | 1,843 | $756K |
| Valued Retirements, Inc. | 1.02% | Add +0.1% | 1,842 | $756K |
| Thompson Davis & Co., Inc. | 0.49% | Reduce -0.9% | 1,840 | $755K |
| RiverFront Investment Group, LLC | 0.02% | Add +28.9% | 1,840 | $755K |
| German American Bancorp, Inc. | 0.08% | No change | 1,838 | $754K |
| McNamara Financial Services, Inc. | 0.18% | Reduce -4.6% | 1,837 | $754K |
| Wolf Group Capital Advisors | 0.36% | No change | 2,663 | $754K |
| Ullmann Wealth Partners Group, LLC | 0.10% | No change | 1,833 | $752K |
| Navalign, LLC | 0.22% | Reduce -3.1% | 1,832 | $752K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.28% | Add +3.8% | 1,828 | $750K |
| BBR Partners, LLC | 0.05% | Reduce -2.0% | 1,828 | $750K |
| Bannerman Wealth Management Group, LLC | 0.62% | — | 1,820 | $747K |
| New Perspectives, Inc | 0.40% | No change | 1,819 | $747K |
| Rialto Wealth Management, LLC | 0.25% | — | 1,815 | $745K |
| WNY Asset Management, LLC | 0.09% | Reduce -67.9% | 1,814 | $744K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.18% | Add +0.2% | 1,809 | $742K |
| Potomac Fund Management Inc. | 0.04% | — | 1,809 | $742K |
| King Wealth Management Group | 0.11% | Add +5.3% | 1,809 | $742K |
| Northwest Quadrant Wealth Management, LLC | 0.17% | New | 1,802 | $740K |
| Private Client Services, LLC | 0.40% | Add +35.2% | 1,802 | $740K |
| Narwhal Capital Management | 0.07% | No change | 1,800 | $739K |
| Pillar Financial Advisors, LLC | 0.56% | — | 1,798 | $738K |
| CFO4Life Group, LLC | 0.13% | Add +7.5% | 1,796 | $737K |
| Buttonwood Financial Advisors Inc. | 0.32% | Reduce -1.3% | 1,793 | $736K |
| Alteri Wealth LLC | 0.20% | — | 1,792 | $736K |
| Holderness Investments Co. | 0.16% | Add +5.0% | 1,791 | $735K |
| Vision Capital Management, Inc. | 0.11% | Reduce -0.9% | 1,790 | $735K |
| Level Wealth Management LLC | 0.52% | — | 1,789 | $734K |
| Amara Financial, Llc. | 0.68% | Add +0.1% | 1,788 | $734K |
| Means Investment Co., Inc. | 0.08% | Add +0.1% | 1,786 | $733K |
| Transform Wealth, LLC | 0.04% | Add +50.6% | 1,779 | $730K |
| Syverson Strege & Co | 0.24% | Reduce -3.7% | 1,775 | $729K |
| Sierra Ocean, LLC | 0.59% | — | 1,773 | $728K |
| TRUE Private Wealth Advisors | 0.09% | Reduce -0.2% | 1,766 | $725K |
| Sepio Capital, LP | 0.06% | Add +62.8% | 1,761 | $723K |
| Fiduciary Group, LLC | 0.07% | Add +2.2% | 1,757 | $721K |
| Traynor Capital Management, Inc. | 0.06% | Reduce -18.3% | 1,756 | $721K |
| Armstrong Advisory Group, Inc. | 0.06% | Add +37.2% | 1,751 | $719K |
| YHB Investment Advisors, Inc. | 0.06% | Reduce -12.2% | 1,749 | $718K |
| Prosperity Financial Group, Inc. | 0.36% | Reduce -0.8% | 1,744 | $716K |
| Country Trust Bank | 0.02% | Reduce -2.1% | 1,743 | $715K |
| Spinnaker Trust | 0.04% | Add +7.6% | 1,736 | $713K |
| AF Advisors, Inc. | 0.10% | Add +3.0% | 1,735 | $712K |
| Argentarii, LLC | 0.36% | — | 1,730 | $710K |
| Chemistry Wealth Management LLC | 0.17% | Add +0.1% | 1,724 | $707K |
| First National Corp. /Ma/ | 0.16% | Add +106.7% | 1,722 | $707K |
| Crescent Grove Advisors, LLC | 0.07% | No change | 1,721 | $706K |
| Shira Ridge Wealth Management | 0.35% | Reduce -0.6% | 1,720 | $706K |
| Roundview Capital LLC | 0.05% | Add +47.1% | 1,720 | $706K |
| Full Sail Capital, LLC | 0.04% | No change | 1,717 | $705K |
| Ally Invest Advisors Inc. | 0.06% | Reduce -3.1% | 1,706 | $700K |
| Strategic Wealth Partners, Ltd. | 0.06% | Reduce -8.8% | 1,629 | $695K |
| Seneca Financial Advisors LLC | 0.35% | No change | 1,693 | $695K |
| First Foundation Advisors | 0.03% | Reduce -0.8% | 1,685 | $692K |
| Ellsworth Advisors, LLC | 0.18% | Reduce -11.1% | 1,683 | $691K |
| Y-Intercept (Hong Kong) Ltd | 0.05% | New | 1,678 | $689K |
| Blue Chip Partners, LLC | 0.06% | Add +1.0% | 1,678 | $689K |
| Colonial Trust Co / SC | 0.10% | Add +4.3% | 1,665 | $683K |
| Sfmg, LLC | 0.05% | Reduce -2.1% | 1,653 | $678K |
| Valtinson Bruner Financial Planning LLC | 0.23% | Add +9.9% | 1,638 | $672K |
| Denver Wealth Management, Inc. | 0.30% | Add +11.4% | 1,633 | $670K |
| Everest Private Wealth | 0.59% | — | 1,627 | $668K |
| RDA Financial Network | 0.19% | Reduce -6.7% | 1,622 | $666K |
| Trivium Point Advisory, LLC | 0.08% | No change | 1,619 | $665K |
| Capital Asset Advisory Services LLC | 0.03% | Reduce -33.8% | 1,594 | $664K |
| First National Advisers, LLC | 0.11% | Add +41.8% | 1,615 | $663K |
| Arlington Financial Advisors, LLC | 0.13% | New | 1,612 | $662K |
| Wealthstar Advisors, LLC | 0.29% | — | 1,612 | $662K |
| Flower City Capital | 0.40% | No change | 1,610 | $661K |
| Alpine Woods Capital Investors, LLC | 0.12% | No change | 1,600 | $657K |
| Merriman Wealth Management, LLC | 0.03% | Add +86.2% | 1,599 | $656K |
| Pittenger & Anderson Inc. | 0.02% | Add +17.1% | 1,599 | $656K |
| Firestone Capital Management | 0.16% | Reduce -7.0% | 1,598 | $656K |
| Mason Investment Advisory Services, Inc. | 0.04% | Reduce -20.7% | 1,595 | $655K |
| Capital Advantage, Inc. | 0.12% | New | 1,594 | $654K |
| Eagle Bay Advisors LLC | 0.41% | Add +4.3% | 1,589 | $652K |
| Octavia Wealth Advisors, LLC | 0.08% | Reduce -9.6% | 1,584 | $650K |
| Sierra Summit Advisors LLC | 0.13% | Reduce -6.0% | 1,582 | $649K |
| FAS Wealth Partners, Inc. | 0.05% | Reduce -0.5% | 1,581 | $649K |
| Center For Asset Management LLC | 0.42% | Reduce -3.3% | 1,569 | $644K |
| Beacon Wealthcare LLC | 0.26% | No change | 1,565 | $642K |
| Compass Planning Associates Inc | 0.65% | — | 1,565 | $642K |
| Meridian Financial Advisors, LLC | 0.44% | Add +3.8% | 1,564 | $642K |
| Capital Advisors Inc. | 0.01% | Reduce -2.3% | 1,561 | $641K |
| DGS Capital Management, LLC | 0.16% | New | 1,559 | $640K |
| Portside Wealth Group, LLC | 0.11% | Add +70.7% | 1,553 | $637K |
| MIdWestOne Financial Group, Inc. | 0.09% | Add +20.2% | 1,552 | $637K |
| SFG Wealth Management, LLC. | 0.33% | No change | 1,550 | $636K |
| Trexquant Investment LP | 0.01% | New | 1,549 | $636K |
| 2UniFi Bank | 0.42% | — | 1,544 | $634K |
| National Wealth Management Group, LLC | 0.42% | Reduce -5.9% | 1,539 | $632K |
| Chilton Capital Management LLC | 0.03% | Add +3.0% | 1,538 | $631K |
| FSA Wealth Management LLC | 0.26% | Add +0.9% | 1,530 | $628K |
| Petra Financial Advisors Inc. | 0.43% | Reduce -28.0% | 1,529 | $628K |
| Dynamic Financial Group | 0.64% | — | 1,526 | $626K |
| Ti-Trust, Inc. | 0.42% | Reduce -3.3% | 1,518 | $623K |
| Morton Capital Management LLC | 0.12% | No change | 1,517 | $623K |
| Allen Capital Group, LLC | 0.08% | Add +11.9% | 1,516 | $622K |
| Calamos Wealth Management LLC | 0.03% | Add +16.3% | 1,514 | $621K |
| Kitching Partners, LLC | 0.80% | Add +71.7% | 1,511 | $620K |
| Swmg, LLC | 0.25% | Reduce -37.9% | 1,460 | $620K |
| Gables Capital Management Inc. | 0.30% | Add +16.6% | 1,508 | $619K |
| Vance Wealth, LLC | 0.24% | Reduce -0.2% | 1,503 | $617K |
| First Business Financial Services, Inc. | 0.06% | No change | 1,502 | $616K |
| Accredited Investors Inc. | 0.04% | Reduce -8.7% | 1,501 | $616K |
| Cannell & Spears LLC | 0.01% | No change | 1,494 | $613K |
| Fiduciary Trust Co | 0.01% | No change | 1,491 | $612K |
| Capital Advisors Wealth Management, LLC | 0.11% | Reduce -0.1% | 1,484 | $609K |
| WASHINGTON TRUST Co | 0.02% | Reduce -18.0% | 1,483 | $609K |
| Colony Family Offices, LLC | 0.19% | New | 1,482 | $608K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +13.5% | 1,482 | $608K |
| Lynx Investment Advisory | 0.41% | Add +0.5% | 1,477 | $606K |
| FLP Wealth Management, LLC | 1.55% | — | 1,476 | $606K |
| Rowlandmiller & Partners.adv | 0.13% | No change | 1,475 | $606K |
| American Financial & Tax Strategies Inc. | 0.31% | No change | 1,474 | $605K |
| Keudell/Morrison Wealth Management | 0.16% | Add +4.5% | 1,473 | $605K |
| Townsend Asset Management Corp. /NC/ | 0.22% | Reduce -1.6% | 1,468 | $602K |
| Keystone Financial Group, Inc. | 0.49% | — | 1,466 | $602K |
| RAM Investment Partners, LLC | 0.15% | No change | 1,465 | $601K |
| Colonial Trust Advisors | 0.05% | No change | 1,465 | $601K |
| Well Done, LLC | 0.11% | No change | 1,562 | $600K |
| PKS Advisory Services, LLC | 0.15% | — | 1,461 | $600K |
| Midwest Capital Advisors, LLC | 0.44% | — | 1,459 | $599K |
| Western Financial Corp | 0.33% | New | 1,453 | $597K |
| M Wealth Management, LLC | 0.54% | — | 1,451 | $596K |
| Advisor Resource Council | 0.43% | New | 1,445 | $593K |
| Welch Group, LLC | 0.03% | Reduce -3.5% | 1,430 | $592K |
| Unique Wealth Strategies, LLC | 0.26% | Reduce -3.2% | 1,437 | $590K |
| Russell Investments Group, Ltd. | 0.00% | Add +381.5% | 1,435 | $589K |
| Helium Advisors LLC | 0.47% | — | 1,433 | $588K |
| Narus Financial Partners, LLC | 0.20% | Add +12.6% | 1,432 | $588K |
| JFG Wealth Management, LLC | 0.13% | Add +0.1% | 1,432 | $588K |
| JB Capital LLC | 0.03% | Add +4.3% | 1,430 | $587K |
| Ballast Advisors LLC | 0.18% | No change | 1,431 | $587K |
| Financial Futures Ltd Liability Co. | 0.33% | Reduce -2.6% | 1,431 | $587K |
| Norden Group LLC | 0.07% | Reduce -35.0% | 1,428 | $586K |
| MKD Wealth Coaches, LLC | 0.59% | — | 1,425 | $585K |
| Flagstar Securities, Inc. | 0.15% | Add +2.1% | 1,424 | $585K |
| Empire Financial Management Company, LLC | 0.18% | Add +3.0% | 1,422 | $584K |
| Ironwood Financial, llc | 0.12% | Add +6.1% | 1,422 | $583K |
| TrinityPoint Wealth, LLC | 0.08% | Add +107.8% | 1,421 | $583K |
| Pinnacle Family Advisors, LLC | 0.28% | Reduce -4.5% | 1,418 | $582K |
| Ehrlich Financial Group | 0.41% | New | 1,417 | $582K |
| Landaas & Co. /Wi | 0.16% | Reduce -1.7% | 1,409 | $578K |
| Viewpoint Capital Management LLC | 0.30% | Add +0.1% | 1,406 | $577K |
| Pettyjohn, Wood & White, Inc. | 0.11% | No change | 1,400 | $575K |
| Retirement Guys Formula LLC | 0.29% | New | 1,398 | $574K |
| Ipsen Advisor Group LLC | 0.49% | — | 1,394 | $572K |
| WP Advisors, LLC | 0.19% | Add +0.1% | 1,392 | $571K |
| Peoples Financial Services Corp. | 0.26% | Reduce -2.1% | 1,391 | $571K |
| Lee Danner & Bass Inc. | 0.05% | No change | 1,390 | $571K |
| Foster Dykema Cabot & Partners, LLC | 0.04% | Reduce -16.9% | 1,390 | $571K |
| Integrity Alliance, Llc. | 0.06% | — | 1,389 | $570K |
| TrueWealth Advisors, LLC | 0.19% | Reduce -18.7% | 1,383 | $567K |
| Tanager Wealth Management LLP | 0.07% | Reduce -16.0% | 1,380 | $566K |
| Iron Horse Wealth Management, LLC | 0.19% | Add +2.6% | 1,379 | $566K |
| Sterling Investment Advisors, Ltd. | 0.14% | No change | 1,374 | $564K |
| Blue Barn Wealth, LLC | 0.30% | New | 1,373 | $564K |
| Financial Perspectives, Inc | 0.19% | Add +4.5% | 1,372 | $563K |
| Red Door Wealth Management, LLC | 0.09% | Add +1.0% | 1,372 | $563K |
| Advyzon Investment Management, LLC | 0.22% | — | 1,367 | $561K |
| Benin Management CORP | 0.15% | Add +0.1% | 1,362 | $559K |
| Charles Schwab Trust Co | 0.05% | New | 1,359 | $558K |
| Innovative Wealth Building LLC | 0.50% | — | 1,357 | $557K |
| Berkeley Capital Partners, LLC | 0.15% | Reduce -24.7% | 1,357 | $557K |
| Strid Group, LLC | 0.09% | No change | 1,353 | $555K |
| Clarity Wealth Advisors, LLC | 0.15% | Add +6.0% | 1,340 | $550K |
| St. Clair Advisors, LLC | 0.16% | No change | 1,339 | $550K |
| Bey-Douglas LLC | 0.47% | Reduce -4.4% | 1,334 | $548K |
| Landmark Wealth Management, Inc. | 0.27% | Reduce -4.5% | 1,334 | $547K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | New | 1,332 | $547K |
| Hancock Whitney Corp. | 0.02% | No change | 1,331 | $546K |
| Pinney & Scofield, Inc. | 0.41% | — | 1,328 | $545K |
| Cypress Wealth Services, LLC | 0.11% | No change | 1,325 | $544K |
| FFT Wealth Management LLC | 0.04% | Add +14.9% | 1,325 | $544K |
| Camarda Financial Advisors, LLC | 0.20% | New | 1,323 | $543K |
| Financial Gravity Companies, Inc. | 0.12% | Reduce -0.1% | 1,321 | $542K |
| Keystone Wealth Services, LLC | 0.14% | Add +0.1% | 1,318 | $541K |
| WealthTrust Axiom LLC | 0.16% | Add +26.5% | 1,317 | $541K |
| Mosaic Financial Group, LLC | 0.39% | No change | 1,315 | $540K |
| Farrell Financial LLC | 0.39% | Add +3.5% | 1,312 | $539K |
| Cladis Investment Advisory, LLC | 0.38% | Reduce -0.4% | 1,310 | $538K |
| Gilbert & Cook, Inc. | 0.08% | Reduce -17.4% | 1,310 | $538K |
| 4WEALTH Advisors, Inc. | 0.55% | — | 1,304 | $535K |
| Stockman Wealth Management, Inc. | 0.08% | Add +10.0% | 1,303 | $535K |
| Goldstone Financial Group, LLC | 0.08% | Add +68.4% | 1,302 | $534K |
| Carlson Capital Management | 0.02% | No change | 1,297 | $532K |
| Pointe Capital Management LLC | 0.31% | Reduce -5.2% | 1,295 | $532K |
| Slagle Financial, LLC | 0.24% | No change | 1,295 | $531K |
| J. W. Coons Advisors, LLC | 0.14% | Reduce -6.8% | 1,294 | $531K |
| Wealth Group Ltd | 0.15% | Reduce -7.4% | 1,289 | $529K |
| Genesis Private Wealth, LLC | 0.29% | — | 1,289 | $529K |
| Marshall Investment Management, LLC | 0.31% | — | 1,378 | $529K |
| GEN Financial Management, INC. | 0.34% | — | 1,285 | $527K |
| FSM Wealth Advisors, LLC | 0.13% | Add +1.7% | 1,285 | $527K |
| L.M. Kohn & Company | 0.14% | Add +4.3% | 1,284 | $527K |
| Welch & Forbes LLC | 0.01% | Reduce -2.6% | 1,280 | $525K |
| Christensen, King & Associates Investment Services, Inc. | 0.25% | No change | 1,232 | $525K |
| Allred Capital Management, LLC | 0.20% | Reduce -3.1% | 1,278 | $525K |
| Essex LLC | 0.11% | Reduce -16.4% | 1,274 | $523K |
| Parkshore Wealth Management, Inc. | 0.31% | — | 1,273 | $522K |
| Coordinated Financial Services, Inc. | 0.41% | — | 1,273 | $522K |
| Redhawk Wealth Advisors, Inc. | 0.07% | Add +22.5% | 1,272 | $522K |
| Milestone Asset Management Group, LLC | 0.47% | — | 1,268 | $521K |
| Pachira Investments Inc. | 0.32% | Add +5.6% | 1,257 | $521K |
| Cura Wealth Advisors, LLC | 0.23% | — | 1,258 | $516K |
| Montecito Bank & Trust | 0.09% | Add +38.7% | 1,255 | $515K |
| Proactive Wealth Strategies LLC | 0.27% | Add +7.3% | 1,255 | $515K |
| Everpar Advisors LLC | 0.26% | Reduce -4.0% | 1,249 | $513K |
| Cheviot Value Management, LLC | 0.10% | New | 1,247 | $512K |
| Rodgers Brothers Inc. | 0.07% | No change | 1,247 | $512K |
| Blue Oak Capital, LLC | 0.31% | — | 1,245 | $511K |
| Members Wealth LLC | 0.38% | — | 1,211 | $510K |
| Valley Forge Investment Consultants Inc. Adv | 0.18% | Reduce -3.6% | 1,243 | $510K |
| Minot DeBlois Advisors LLC | 0.47% | — | 1,242 | $510K |
| Mason & Associates Inc | 0.12% | Add +4.5% | 1,242 | $510K |
| Schnieders Capital Management LLC | 0.10% | Add +2.1% | 1,241 | $509K |
| Latitude Advisors, LLC | 0.29% | Add +1.1% | 1,233 | $506K |
| Mason & Associates, LLC | 0.15% | Add +1.2% | 1,232 | $506K |
| Nemes Rush Group LLC | 0.06% | Add +1312.6% | 1,229 | $505K |
| Hobbs Group Advisors, LLC | 0.19% | Reduce -3.2% | 1,226 | $503K |
| Williams Jones Wealth Management, LLC. | 0.01% | Add +3.1% | 1,226 | $503K |
| Kropog Financial Group, LLC | 0.46% | — | 1,222 | $502K |
| Van Hulzen Asset Management, LLC | 0.04% | Reduce -3.5% | 1,222 | $501K |
| WealthBridge Capital Management, LLC | 0.14% | Reduce -1.6% | 1,217 | $500K |
| Arthur M. Cohen & Associates, LLC | 0.09% | No change | 1,217 | $500K |
| Fragasso Financial Advisors Inc | 0.04% | Add +0.2% | 1,216 | $499K |
| Bradley Foster & Sargent Inc. | 0.01% | Add +4.0% | 1,215 | $499K |
| Liberty Square Wealth Partners LLC | 0.18% | — | 1,166 | $499K |
| Tucker Asset Management LLC | 0.11% | Reduce -0.9% | 1,214 | $498K |
| Adero Partners, LLC | 0.03% | No change | 1,209 | $496K |
| Continental Investors Services, Inc. | 0.98% | Reduce -0.3% | 1,209 | $496K |
| Abacus Wealth Partners, LLC | 0.07% | Reduce -4.1% | 1,208 | $496K |
| Capital Square, LLC | 0.28% | Add +15.5% | 1,165 | $494K |
| Walker Asset Management, LLC | 0.30% | Add +2.3% | 1,204 | $494K |
| waypoint wealth counsel | 0.32% | Add +2.9% | 1,203 | $494K |
| FWL Investment Management, LLC | 0.18% | No change | 1,200 | $493K |
| Twele Capital Management, Inc. | 0.10% | Reduce -0.8% | 1,200 | $493K |
| Chase Investment Counsel Corp. | 0.16% | New | 1,200 | $492K |
| Curated Wealth Partners LLC | 0.06% | Add +41.6% | 1,198 | $492K |
| DHJJ Financial Advisors, Ltd. | 0.19% | No change | 1,198 | $492K |
| Wynn Capital, LLC | 0.31% | Add +5.2% | 1,197 | $491K |
| Motive Wealth Advisors | 0.26% | Reduce -6.6% | 1,197 | $491K |
| Westside Investment Management, Inc. | 0.10% | Reduce -1.8% | 1,195 | $491K |
| MBE Wealth Management, LLC | 0.28% | Reduce -4.7% | 1,191 | $489K |
| LexAurum Advisors, LLC | 0.10% | New | 1,189 | $488K |
| First City Capital Management, Inc. | 0.26% | Add +30.3% | 1,186 | $487K |
| North Forty Two & Co. | 0.56% | — | 1,183 | $485K |
| Beacon Financial Strategies CORP | 0.32% | No change | 1,182 | $485K |
| Glassman Wealth Services | 0.08% | Add +2.3% | 1,180 | $484K |
| Obermeyer Wealth Partners | 0.03% | Add +35.0% | 1,179 | $484K |
| GFG Capital, LLC | 0.13% | No change | 1,175 | $482K |
| G&S Capital LLC | 0.20% | No change | 1,174 | $482K |
| Old Port Advisors | 0.14% | Add +33.4% | 1,174 | $482K |
| Webster Bank, N. A. | 0.05% | Add +3.1% | 1,171 | $481K |
| Horan Capital Advisors, LLC. | 0.16% | No change | 1,169 | $480K |
| Fairview Capital Investment Management, LLC | 0.02% | New | 1,166 | $479K |
| Heritage Wealth Advisors | 0.02% | Reduce -33.0% | 1,166 | $478K |
| WR Wealth Planners, LLC | 0.15% | Add +2.3% | 1,165 | $478K |
| Legacy Private Trust Co. | 0.03% | No change | 1,165 | $478K |
| Syntegra Private Wealth Group, LLC | 0.05% | No change | 1,164 | $478K |
| Atlas Wealth LLC | 0.25% | New | 1,161 | $477K |
| Evernest Financial Advisors, LLC | 0.12% | Add +0.1% | 1,159 | $476K |
| HFG Wealth Management, LLC | 0.31% | Reduce -5.3% | 1,239 | $476K |
| Verus Financial Partners, Inc. | 0.05% | No change | 1,154 | $470K |
| GWN Securities Inc. | 0.13% | — | 1,107 | $470K |
| Cadence Bank | 0.03% | Add +71.8% | 1,144 | $470K |
| AIMZ Investment Advisors, LLC | 0.16% | Add +21.5% | 1,141 | $468K |
| Salus Financial Advisors, LLC | 0.37% | — | 1,136 | $466K |
| Concorde Asset Management, LLC | 0.24% | No change | 1,135 | $466K |
| Portland Financial Advisors Inc | 1.25% | — | 1,134 | $465K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +5.7% | 1,134 | $465K |
| Financial Management Network Inc. | 0.10% | Add +1.9% | 1,117 | $465K |
| Accelerate Investment Advisors LLC | 0.41% | No change | 1,133 | $465K |
| Beese Fulmer Investment Management, Inc. | 0.04% | Reduce -33.2% | 1,130 | $464K |
| ARK & TLK Investments, LLC | 0.16% | Add +4.3% | 1,130 | $464K |
| Mairs & Power Inc. | 0.00% | No change | 1,128 | $463K |
| Activest Wealth Management | 0.13% | Add +117.6% | 1,127 | $463K |
| Journey Strategic Wealth LLC | 0.02% | Add +56.8% | 1,121 | $460K |
| Weatherly Asset Management L. P. | 0.04% | Reduce -10.1% | 1,120 | $460K |
| TriaGen Wealth Management LLC | 0.15% | No change | 1,116 | $458K |
| Snider Financial Group | 0.14% | New | 1,116 | $458K |
| Austin Private Wealth, LLC | 0.04% | Add +19.5% | 1,111 | $456K |
| Advanced Asset Management Advisors Inc | 0.12% | Reduce -2.4% | 1,111 | $456K |
| Confluence Wealth Services, Inc. | 0.03% | Add +21.5% | 1,069 | $455K |
| Tyche Wealth Partners LLC | 0.10% | Add +1.4% | 1,109 | $455K |
| Vantage Point Financial LLC | 0.24% | — | 1,107 | $454K |
| Collaborative Wealth Managment Inc. | 0.21% | Reduce -0.3% | 1,106 | $454K |
| Rainey & Randall Wealth Advisors Inc. | 0.09% | Add +2.9% | 1,100 | $452K |
| Debussy Capital Management LP | 0.07% | Reduce -1.8% | 1,092 | $451K |
| Insight Wealth Strategies, LLC | 0.06% | Reduce -1.6% | 1,096 | $450K |
| Johnson Financial Group, LLC | 0.05% | No change | 1,095 | $449K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.08% | Add +21.9% | 1,093 | $449K |
| jvl associates llc | 0.17% | No change | 1,089 | $447K |
| North Star Investment Management Corp. | 0.03% | Add +1.5% | 1,088 | $446K |
| Shoker Investment Counsel, Inc. | 0.15% | No change | 1,086 | $446K |
| Gries Financial LLC | 0.08% | Reduce -5.8% | 1,085 | $445K |
| Integrated Capital Management, LLC | 0.24% | Add +1.6% | 1,084 | $445K |
| First Nebraska Trust Co | 0.04% | No change | 1,084 | $445K |
| Toews Corp. | 0.26% | Reduce -3.4% | 1,080 | $443K |
| WealthPlan Investment Management, LLC | 0.04% | New | 1,077 | $442K |
| NewSquare Capital LLC | 0.04% | Add +9.2% | 1,077 | $442K |
| Orleans Capital Management Corp. | 0.25% | Reduce -1.9% | 1,045 | $441K |
| BancFirst Trust & Investment Management | 0.20% | No change | 1,059 | $439K |
| Prosperity Wealth Management, Inc. | 0.18% | Reduce -6.2% | 1,068 | $439K |
| Acorn Wealth Advisors, LLC | 0.18% | Add +3.3% | 1,068 | $438K |
| Carnegie Lake Advisors LLC | 0.18% | No change | 1,066 | $438K |
| Hamilton Wealth, LLC | 0.11% | Reduce -0.8% | 1,066 | $438K |
| Oxbow Advisors, LLC | 0.05% | Reduce -6.6% | 1,066 | $438K |
| Financial Life Planners | 0.37% | — | 1,064 | $437K |
| Quad-Cities Investment Group, LLC | 0.21% | Add +2.8% | 1,064 | $437K |
| High Falls Advisors, Inc | 0.10% | No change | 1,064 | $437K |
| D'Orazio & Associates, Inc. | 0.06% | No change | 1,064 | $437K |
| BluePointe Capital Management, LLC | 0.25% | Add +0.1% | 1,063 | $436K |
| MAS Advisors LLC | 0.73% | Add +0.1% | 1,062 | $436K |
| Global Wealth Management, LLC | 0.28% | Add +21.9% | 1,062 | $436K |
| Copia Wealth Management | 0.41% | — | 1,061 | $436K |
| Zullo Investment Group, Inc. | 0.18% | No change | 1,060 | $435K |
| Triad Wealth Partners, LLC | 0.16% | New | 1,057 | $434K |
| Personal Cfo Solutions, LLC | 0.09% | Add +53.2% | 1,054 | $433K |
| WealthTrak Capital Management LLC | 0.36% | — | 1,051 | $431K |
| West Oak Capital, LLC | 0.23% | No change | 1,048 | $430K |
| Saxony Capital Management, LLC | 0.38% | Reduce -3.0% | 1,045 | $429K |
| Second Line Capital, LLC | 0.12% | Reduce -0.9% | 1,043 | $428K |
| DDD Partners, LLC | 0.05% | Reduce -0.9% | 1,039 | $427K |
| TCFG Wealth Management, LLC | 0.22% | Reduce -0.3% | 1,038 | $426K |
| Boston Family Office LLC | 0.03% | New | 1,036 | $425K |
| JPL Wealth Management, LLC | 0.12% | — | 1,035 | $425K |
| Bernardo Wealth Planning LLC | 0.10% | Reduce -1.1% | 1,041 | $424K |
| Goepper Burkhardt LLC | 0.17% | New | 1,033 | $424K |
| Summit Wealth & Retirement Planning, Inc. | 0.13% | No change | 1,032 | $424K |
| Fairfield, Bush & Co. | 0.25% | Add +3.0% | 1,030 | $423K |
| XML Financial, LLC | 0.04% | Reduce -38.2% | 1,029 | $422K |
| Laidlaw Wealth Management LLC | 0.18% | Add +28.3% | 1,029 | $422K |
| Granite FO LLC | 0.24% | No change | 1,028 | $422K |
| Widmann Financial Services, Inc. | 0.33% | Add +38.0% | 1,027 | $422K |
| Horan Securities, Inc. | 0.16% | No change | 1,026 | $421K |
| Sequent Planning LLC | 0.15% | Add +15.8% | 1,020 | $419K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.08% | Add +30.7% | 1,018 | $418K |
| PBMares Wealth Management LLC | 0.09% | Add +11.0% | 1,017 | $418K |
| TFG Advisers LLC | 0.15% | Reduce -1.1% | 1,015 | $416K |
| Weitzel Financial Services, Inc. | 0.20% | No change | 1,005 | $416K |
| StoneCrest Wealth Management, Inc. | 0.27% | No change | 1,011 | $415K |
| Soundwatch Capital LLC | 0.04% | New | 1,011 | $415K |
| Precedent Wealth Partners, LLC | 0.13% | No change | 1,006 | $413K |
| New Century Financial Group, LLC | 0.18% | Reduce -3.8% | 990 | $413K |
| Signature Resources Capital Management, LLC | 0.37% | No change | 1,005 | $412K |
| AEGON USA Investment Management, LLC | 0.41% | No change | 1,002 | $411K |
| Marex Group Ltd | 0.01% | New | 1,002 | $411K |
| Chartist Inc. | 0.21% | No change | 1,000 | $410K |
| Cornerstone National Bank & Trust Co | 0.19% | No change | 1,000 | $410K |
| Financial Partners Group, LLC | 0.17% | No change | 1,000 | $410K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 999 | $410K |
| Garrett Wealth Advisory Group, LLC | 0.09% | Reduce -10.7% | 999 | $410K |
| Pacific Sage Partners, LLC | 0.09% | No change | 998 | $410K |
| Horizon Financial Services, LLC | 0.23% | Reduce -5.0% | 997 | $409K |
| John W. Brooker & Co., CPAs | 0.18% | Reduce -9.1% | 996 | $409K |
| Edgestream Partners, L.P. | 0.02% | Reduce -31.7% | 992 | $407K |
| Sharper & Granite LLC | 0.18% | Add +4.2% | 990 | $406K |
| Morling Financial Advisors, LLC | 0.14% | New | 990 | $406K |
| Integris Wealth Management, LLC | 0.11% | Add +51.1% | 990 | $406K |
| Riverbend Wealth Management, LLC | 0.36% | — | 989 | $406K |
| Capstone Wealth Management Group, LLC | 0.22% | Add +0.1% | 987 | $405K |
| Fairscale Capital, LLC | 0.35% | Add +1.2% | 984 | $404K |
| Ameriflex Group, Inc. | 0.18% | — | 965 | $404K |
| FourThought Financial Partners, LLC | 0.04% | Reduce -0.1% | 979 | $402K |
| Cascade Financial Partners, LLC | 0.05% | Reduce -2.0% | 980 | $402K |
| Gallacher Capital Management LLC | 0.20% | Add +0.1% | 977 | $401K |
| Amplius Wealth Advisors, LLC | 0.04% | Add +17.1% | 975 | $400K |
| Bailard, Inc. | 0.01% | No change | 975 | $400K |
| Forbes Financial Planning, Inc. | 0.19% | Reduce -0.8% | 974 | $400K |
| FSA Advisors, Inc. | 0.49% | Reduce -42.9% | 973 | $399K |
| Milestone Asset Management, LLC | 0.09% | Add +30.6% | 972 | $399K |
| Lumbard & Kellner, LLC | 0.17% | No change | 972 | $399K |
| Pacifica Partners Inc. | 0.17% | Reduce -13.4% | 972 | $398K |
| Braun-Bostich & Associates Inc. | 0.29% | Reduce -2.5% | 970 | $398K |
| Sulzberger Capital Advisors, Inc. | 0.45% | — | 965 | $396K |
| Gibbs Wealth Management | 0.11% | New | 964 | $396K |
| GEM Asset Management, LLC | 0.22% | Reduce -12.8% | 955 | $392K |
| Community Bank, N.A. | 0.05% | No change | 955 | $392K |
| Transce3nd, LLC | 0.13% | — | 954 | $392K |
| Creekside Partners | 0.20% | Reduce -3.8% | 953 | $391K |
| Moment Partners, LLC | 0.07% | — | 950 | $390K |
| M.E. Allison & Co., Inc. | 0.43% | — | 950 | $390K |
| Yarger Wealth Strategies, LLC | 0.22% | Add +2.1% | 950 | $390K |
| Laurel Wealth Planning LLC | 0.25% | No change | 946 | $388K |
| Lee, Kelleher & Klein Wealth Management | 0.28% | — | 944 | $387K |
| Capital Investment Services of America, Inc. | 0.04% | Add +43.9% | 944 | $387K |
| Westshore Wealth, LLC | 0.16% | Reduce -0.6% | 938 | $385K |
| Per Stirling Capital Management, LLC. | 0.05% | No change | 938 | $385K |
| Missouri Trust & Investment Co | 0.14% | No change | 938 | $385K |
| Define Financial, LLC | 0.29% | — | 936 | $384K |
| Cape Cod Five Cents Savings Bank | 0.03% | No change | 1,000 | $384K |
| Theory Financial LLC | 0.16% | New | 934 | $383K |
| Praetorian Wealth Management, Inc. | 0.09% | New | 934 | $383K |
| Victory Financial Group, LLC | 0.10% | — | 931 | $382K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.11% | Add +0.5% | 928 | $381K |
| Kanawha Capital Management LLC | 0.03% | Reduce -3.6% | 926 | $380K |
| tru Independence LLC | 0.12% | Add +0.1% | 922 | $378K |
| West Coast Financial LLC | 0.04% | No change | 919 | $377K |
| Corepath Wealth Partners LLC | 0.37% | Add +0.2% | 930 | $376K |
| Eastover Investment Advisors LLC | 0.17% | Add +42.1% | 911 | $374K |
| Weaver Consulting Group | 0.11% | Add +16.4% | 909 | $373K |
| US Financial Advisors, LLC | 0.11% | Add +0.1% | 903 | $371K |
| Schiavi & Co LLC | 0.14% | No change | 902 | $370K |
| MinichMacGregor Wealth Management, LLC | 0.08% | Add +40.7% | 902 | $370K |
| Greenspring Advisors, LLC | 0.08% | No change | 900 | $369K |
| Camelot Technology Advisors, Inc. | 0.34% | No change | 900 | $369K |
| First Interstate Bank | 0.02% | Add +28.5% | 898 | $369K |
| Warren Street Wealth Advisors, LLC | 0.15% | Reduce -0.8% | 897 | $368K |
| Alpha Financial Partners LLC | 0.29% | New | 896 | $368K |
| Halbert Hargrove Global Advisors, LLC | 0.02% | Reduce -0.4% | 895 | $367K |
| Flywheel Private Wealth LLC | 0.34% | — | 895 | $367K |
| Massachusetts Financial Services Co. | 0.00% | New | 894 | $367K |
| Shorepoint Capital Partners LLC | 0.08% | Add +1.0% | 893 | $366K |
| Meridian Financial Partners LLC | 0.19% | New | 892 | $366K |
| New Republic Capital, LLC | 0.24% | No change | 889 | $365K |
| Smith Thornton Advisors LLC | 0.23% | No change | 881 | $362K |
| Fortress Financial Group, LLC | 0.36% | — | 876 | $360K |
| Verde Capital Management | 0.10% | New | 876 | $360K |
| Hobart Private Capital, LLC | 0.09% | Reduce -2.0% | 875 | $359K |
| Client 1ST Advisory Group, LLC | 0.14% | New | 874 | $359K |
| Carr Financial Group Corp | 0.11% | No change | 873 | $358K |
| Perkins Coie Trust Co | 0.08% | Reduce -12.0% | 872 | $358K |
| FOCUS Wealth Advisors, LLC | 0.19% | No change | 871 | $357K |
| Meridian Wealth Partners, LLC | 0.05% | Add +46.7% | 867 | $356K |
| Clear Harbor Asset Management, LLC | 0.03% | Add +27.5% | 867 | $356K |
| Beacon Financial Planning, Inc. | 0.21% | Reduce -1.4% | 867 | $356K |
| Cascade Investment Group, Inc. | 0.25% | Add +11.4% | 866 | $355K |
| Opes Wealth Management LLC | 0.07% | No change | 866 | $355K |
| Taylor & Morgan Wealth Management, LLC | 0.25% | Reduce -1.4% | 861 | $353K |
| Truvestments Capital LLC | 0.09% | Add +0.1% | 860 | $353K |
| Foundation Wealth Management, LLC\PA | 0.17% | — | 860 | $353K |
| Dividend Assets Capital, LLC | 0.07% | No change | 860 | $353K |
| Apriem Advisors | 0.04% | No change | 860 | $353K |
| Highland Capital Management, LLC | 0.02% | Add +0.1% | 860 | $353K |
| Wells Trecaso Financial Group, LLC | 0.12% | Reduce -8.7% | 857 | $352K |
| 49 Wealth Management, LLC | 0.05% | Add +24.8% | 855 | $351K |
| Retirement Wealth Solutions LLC | 0.30% | — | 860 | $350K |
| Traphagen Investment Advisors LLC | 0.04% | Add +49.5% | 852 | $350K |
| Hazlett, Burt & Watson, Inc. | 0.15% | Add +0.8% | 846 | $349K |
| D.B. Root & Company, LLC | 0.11% | No change | 847 | $348K |
| Sustainable Growth Advisers, LP | 0.00% | No change | 847 | $348K |
| TFR Capital, LLC. | 0.17% | — | 845 | $347K |
| Vawter Financial, Ltd. | 0.21% | No change | 844 | $346K |
| Maiden Cove Capital, LLC | 0.53% | No change | 843 | $346K |
| Main Street Group, LTD | 0.14% | Add +225.1% | 842 | $346K |
| Pullen Investment Management, LLC | 0.22% | No change | 842 | $346K |
| Financial Security Advisor, Inc. | 0.09% | Add +0.1% | 840 | $345K |
| LVM Capital Management Ltd. | 0.04% | Reduce -25.6% | 838 | $344K |
| Wealth Quarterback LLC | 0.16% | Add +0.1% | 837 | $343K |
| Midland Wealth Advisors, LLC | 0.02% | Reduce -1.2% | 835 | $343K |
| Moneywise, Inc. | 0.17% | Reduce -5.5% | 835 | $343K |
| Elevation Point Wealth Partners, LLC | 0.03% | Reduce -31.6% | 834 | $342K |
| Foundation Wealth Management, LLC | 0.27% | No change | 834 | $342K |
| Goelzer Investment Management, Inc. | 0.02% | New | 832 | $341K |
| Bison Wealth, LLC | 0.08% | Add +0.1% | 830 | $341K |
| Enterprise Bank & Trust Co | 0.11% | No change | 825 | $339K |
| Clare Market Investments LLC | 0.08% | New | 825 | $338K |
| Melfa Wealth Management, Inc. | 0.23% | Reduce -5.7% | 825 | $338K |
| Financial Freedom, LLC | 0.18% | No change | 823 | $338K |
| Heritage Investment Group, Inc. | 0.06% | No change | 823 | $338K |
| Bank of Stockton | 0.10% | Reduce -1.8% | 820 | $337K |
| Northwest Bank & Trust Co | 0.25% | No change | 822 | $336K |
| WealthPLAN Partners, LLC | 0.05% | Reduce -48.8% | 819 | $336K |
| Round Rock Advisors LLC | 0.07% | Add +16.8% | 814 | $334K |
| Oxinas Partners, LLC | 0.20% | Reduce -30.3% | 814 | $334K |
| Security National Bank of Sioux City Iowa | 0.23% | Reduce -2.5% | 813 | $334K |
| Huntleigh Advisors, Inc. | 0.07% | — | 813 | $334K |
| Cathy Pareto & Associates, Inc. | 0.31% | — | 813 | $334K |
| Dynamic Wealth Strategies, LLC | 0.30% | Reduce -53.7% | 808 | $332K |
| Brass Tax Wealth Management, Inc. | 0.07% | Add +14.1% | 808 | $332K |
| Innova Wealth Partners | 0.21% | New | 806 | $331K |
| Fortis Capital Management LLC | 0.06% | Add +1.6% | 805 | $330K |
| Brighton Securities Corp. | 0.16% | — | 804 | $330K |
| Matisse Capital | 0.17% | No change | 804 | $330K |
| Safeguard Investment Advisory Group, LLC | 0.09% | Add +5.9% | 802 | $329K |
| Adapt Wealth Advisors, LLC | 0.16% | No change | 801 | $329K |
| Novus Advisors, LLC | 0.33% | — | 798 | $328K |
| Naviter Wealth, LLC | 0.04% | Add +4.0% | 796 | $327K |
| Resolute Wealth Strategies, LLC | 0.17% | Add +0.1% | 795 | $326K |
| Rockport Wealth LLC | 0.14% | Add +14.2% | 852 | $326K |
| IRON Financial LLC | 0.18% | Add +0.1% | 795 | $326K |
| Prairie Sky Financial Group LLC | 0.20% | Reduce -1.2% | 794 | $326K |
| Sather Financial Group Inc | 0.02% | No change | 792 | $325K |
| Fiduciary Advisors, Inc. | 0.33% | — | 792 | $325K |
| Wealth Group, Ltd. | 0.21% | Add +2.5% | 790 | $324K |
| James J. Burns & Company, LLC | 0.06% | Add +5.8% | 789 | $324K |
| Anson Capital, Inc. | 0.28% | No change | 789 | $324K |
| Divergent Planning, LLC | 0.11% | No change | 790 | $322K |
| Oak Wealth Advisors LLC | 0.25% | — | 783 | $321K |
| Coston, McIsaac & Partners | 0.09% | Add +0.9% | 779 | $320K |
| Wealthcare Capital Partners, LLC | 0.17% | — | 778 | $319K |
| Moss Adams Wealth Advisors LLC | 0.03% | No change | 775 | $318K |
| CPC Advisors, LLC | 0.04% | Reduce -4.8% | 774 | $318K |
| Sterling Group Wealth Management, LLC | 0.16% | Add +7.7% | 771 | $316K |
| TFC Financial Management, Inc. | 0.05% | No change | 770 | $316K |
| Sentinel Trust Co. Lba | 0.04% | Reduce -1.4% | 769 | $316K |
| Tempus Wealth Planning, LLC | 0.10% | No change | 768 | $315K |
| Brand Asset Management Group, Inc. | 0.13% | Reduce -3.6% | 767 | $315K |
| Altfest L J & Co. Inc. | 0.04% | No change | 767 | $315K |
| Williamson Legacy Group, LLC | 0.21% | Reduce -39.5% | 766 | $314K |
| Cascade Investment Advisors, Inc. | 0.20% | No change | 764 | $314K |
| Hantz Financial Services, Inc. | 0.01% | Reduce -11.4% | 761 | $312K |
| Mystic Asset Management, Inc. | 0.08% | Add +32.4% | 760 | $312K |
| Abacus Planning Group, Inc. | 0.05% | No change | 756 | $310K |
| Trevian Wealth Management LLC | 0.23% | No change | 754 | $309K |
| Investment Partners, LTD. | 0.13% | Add +0.1% | 751 | $308K |
| EWG Elevate Inc. | 0.09% | Add +5.8% | 747 | $307K |
| Nikulski Financial, Inc. | 0.09% | Reduce -13.9% | 746 | $306K |
| JDM Financial Group LLC | 0.16% | No change | 744 | $305K |
| Portland Global Advisors LLC | 0.04% | No change | 743 | $305K |
| one8zero8, LLC | 0.07% | — | 740 | $304K |
| DBK Financial Counsel, LLC | 0.31% | No change | 738 | $303K |
| Schulz Wealth, LTD. | 0.23% | New | 737 | $302K |
| SilverOak Wealth Management LLC | 0.07% | No change | 737 | $302K |
| Grey Ledge Advisors, LLC | 0.08% | Reduce -17.7% | 736 | $302K |
| Foresight Capital Management Advisors, Inc. | 0.18% | No change | 735 | $302K |
| Gradient Investments LLC | 0.01% | Reduce -7.2% | 735 | $302K |
| Croban | 0.30% | — | 735 | $302K |
| Vermillion Wealth Management, Inc. | 0.15% | — | 734 | $301K |
| Sigma Investment Counselors Inc. | 0.02% | No change | 732 | $301K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.02% | No change | 729 | $299K |
| Cannon Wealth Management Services, LLC | 0.26% | Reduce -19.7% | 722 | $299K |
| Beaird Harris Wealth Management, LLC | 0.03% | No change | 728 | $299K |
| Pure Portfolios Holdings LLC | 0.11% | Reduce -3.3% | 728 | $299K |
| Silver Oak Wealth Advisors Services, LLC | 0.26% | — | 726 | $298K |
| Wealthgarden F.S. LLC | 0.28% | Reduce -9.3% | 725 | $298K |
| LBJ Family Wealth Advisors, Ltd. | 0.18% | No change | 720 | $296K |
| BNP Paribas Financial Markets | 0.00% | Reduce -11.9% | 720 | $296K |
| Highview Capital Management LLC | 0.11% | New | 713 | $293K |
| Heritage Trust Co | 0.03% | — | 713 | $293K |
| Millennium Management | 0.00% | New | 712 | $292K |
| Power Wealth Management LLC | 0.12% | Reduce -12.0% | 711 | $292K |
| Patten Group, Inc. | 0.06% | Reduce -2.9% | 710 | $291K |
| Capital City Trust Co. | 0.07% | No change | 705 | $289K |
| Tolleson Wealth Management, Inc. | 0.06% | No change | 705 | $289K |
| Aspiring Ventures, LLC | 0.18% | — | 693 | $288K |
| Atticus Wealth Management, LLC | 0.09% | No change | 702 | $288K |
| Legacy Wealth Asset Management, LLC | 0.08% | No change | 702 | $288K |
| Texas Capital Bank Wealth Management Services Inc | 0.03% | Add +6.2% | 702 | $288K |
| Van Cleef Asset Management,Inc | 0.03% | No change | 700 | $287K |
| LGL Partners, LLC | 0.04% | No change | 699 | $287K |
| Ami Asset Management Corp. | 0.02% | New | 699 | $287K |
| MPS Loria Financial Planners, LLC | 0.08% | Reduce -0.6% | 699 | $287K |
| Veracity Capital LLC | 0.10% | Add +22.0% | 699 | $287K |
| Ironwood Investment Counsel, LLC | 0.05% | Reduce -0.8% | 696 | $286K |
| Noble Wealth Management PBC | 0.20% | — | 696 | $286K |
| Gentry Private Wealth, LLC | 1.18% | Reduce -97.4% | 693 | $284K |
| Howard Bailey Securities, LLC | 0.11% | New | 693 | $284K |
| Lee Financial Co | 0.04% | Add +32.4% | 691 | $284K |
| TCV Trust & Wealth Management, Inc. | 0.03% | No change | 690 | $283K |
| Select Asset Management & Trust | 0.11% | No change | 690 | $283K |
| Bensler, LLC | 0.03% | New | 690 | $283K |
| Eaton-Cambridge Inc. | 0.13% | No change | 689 | $283K |
| McDonald Partners LLC | 0.07% | No change | 689 | $283K |
| Litman Gregory Wealth Management LLC | 0.02% | No change | 687 | $282K |
| Intellus Advisors LLC | 0.05% | — | 687 | $282K |
| Cambridge Financial Group, LLC | 0.12% | Add +5.4% | 687 | $282K |
| Maxele Advisors, LLC | 0.27% | — | 683 | $280K |
| Meriwether Wealth & Planning, LLC | 0.20% | — | 683 | $280K |
| Abound Wealth Management | 0.09% | Add +0.3% | 683 | $280K |
| Defined Financial Planning LLC | 0.30% | — | 682 | $280K |
| Baron Financial Group, LLC | 0.17% | New | 681 | $280K |
| Phoenix Wealth Advisors | 0.12% | No change | 681 | $280K |
| Unionview, LLC | 0.20% | Reduce -3.0% | 680 | $279K |
| Lineweaver Wealth Advisors, LLC | 0.05% | New | 680 | $279K |
| Etesian Wealth Advisors, Inc. | 0.12% | New | 679 | $279K |
| Seneca House Advisors | 0.11% | No change | 678 | $278K |
| JGP Wealth Management, LLC | 0.04% | Add +7.6% | 676 | $277K |
| My Personal CFO, LLC | 0.14% | Add +0.1% | 674 | $277K |
| Seven Mile Advisory | 0.18% | Add +1.5% | 673 | $276K |
| Sensible Money, LLC | 0.12% | Reduce -32.1% | 672 | $276K |
| Jackson Thornton Wealth Management, LLC | 0.03% | Reduce -52.6% | 672 | $276K |
| Essex Bank | 0.07% | New | 672 | $276K |
| Laffer Tengler Investments, Inc. | 0.07% | Reduce -20.2% | 671 | $275K |
| Philip James Wealth Mangement, LLC | 0.04% | Add +0.1% | 667 | $274K |
| Verum Partners LLC | 0.08% | Add +0.1% | 666 | $273K |
| Fortress Private Ledger, LLC | 0.17% | — | 666 | $273K |
| BSW Wealth Partners | 0.04% | No change | 666 | $273K |
| Teamwork Financial Advisors, LLC | 0.04% | Add +14.8% | 666 | $273K |
| Jamison Private Wealth Management, Inc. | 0.04% | No change | 665 | $273K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.11% | Reduce -2.1% | 665 | $273K |
| Chesapeake Wealth Management | 0.09% | New | 663 | $272K |
| Total Clarity Wealth Management, Inc. | 0.09% | Add +0.6% | 661 | $271K |
| Lifestyle Asset Management, Inc. | 0.15% | Add +2.6% | 660 | $271K |
| Legacy PCG, LLC | 0.19% | No change | 659 | $270K |
| Naples Global Advisors, LLC | 0.03% | New | 654 | $268K |
| Retirement Solution LLC | 0.07% | Add +19.6% | 653 | $268K |
| Smith Chas P & Associates Pa Cpas | 0.02% | Reduce -0.5% | 652 | $267K |
| ABLE Financial Group, LLC | 0.08% | No change | 650 | $267K |
| Inspire Advisors, LLC | 0.03% | Add +23.1% | 646 | $265K |
| Rockline Wealth Management, LLC | 0.07% | Reduce -13.9% | 646 | $265K |
| J. Safra Sarasin Holding AG | 0.00% | Reduce -18.5% | 646 | $265K |
| Stordahl Capital Management, Inc. | 0.06% | New | 643 | $264K |
| Phillips Financial Management, LLC | 0.02% | Reduce -1.2% | 643 | $264K |
| RFG Holdings, Inc. | 0.09% | New | 641 | $263K |
| ARS Wealth Advisors Group, LLC | 0.04% | No change | 639 | $262K |
| Brown, Lisle/Cummings, Inc. | 0.08% | Add +8.5% | 639 | $262K |
| Physician Wealth Solutions Inc. | 0.13% | No change | 637 | $261K |
| Rockingstone Advisors LLC | 0.12% | New | 637 | $261K |
| Priebe Wealth Holdings LLC | 0.18% | No change | 633 | $260K |
| Albion Financial Group | 0.02% | No change | 632 | $259K |
| Bigelow Investment Advisors, LLC | 0.12% | New | 631 | $259K |
| American Financial Advisors, LLC | 0.04% | New | 631 | $259K |
| Family Capital Management, Inc. | 0.16% | Add +12.9% | 631 | $259K |
| Sound Financial Strategies Group, LLC | 0.22% | New | 630 | $259K |
| Private Capital Management, LLC | 0.03% | Reduce -6.0% | 630 | $259K |
| L.K. Benson & Company, P.C. | 0.18% | — | 627 | $257K |
| McDonough Capital Management, Inc | 0.16% | No change | 626 | $257K |
| KFG Wealth Management, LLC | 0.05% | Add +10.4% | 626 | $257K |
| Wisconsin Wealth Advisors, LLC | 0.38% | — | 623 | $256K |
| Lazari Capital Management, Inc. | 0.10% | Reduce -3.1% | 622 | $255K |
| Harbour Investment Management LLC | 0.11% | No change | 622 | $255K |
| Fagan Associates, Inc. | 0.04% | No change | 622 | $255K |
| MY Wealth Management Inc. | 0.25% | Reduce -2.2% | 621 | $255K |
| Park Capital Management, LLC / WI | 0.30% | — | 620 | $254K |
| Moser Wealth Advisors, LLC | 0.13% | Add +8.8% | 620 | $254K |
| Brave Asset Management Inc. | 0.08% | No change | 618 | $254K |
| GDS Wealth Management | 0.02% | New | 617 | $253K |
| Ransom Advisory, Ltd | 0.12% | No change | 615 | $252K |
| Peregrine Asset Advisers, Inc. | 0.09% | Reduce -3.3% | 613 | $252K |
| True Link Financial Advisors, LLC | 0.02% | New | 613 | $252K |
| Clarity Wealth Development LLC | 0.27% | — | 601 | $251K |
| Valley Financial Group, Inc. | 0.17% | Add +3.7% | 612 | $251K |
| Cadent Capital Advisors, LLC | 0.09% | Add +0.2% | 612 | $251K |
| SMI Advisory Services, LLC | 0.06% | Reduce -0.8% | 618 | $251K |
| Fort Point Capital Partners LLC | 0.03% | No change | 609 | $250K |
| CLG LLC | 0.09% | — | 609 | $250K |
| Pennsylvania Capital Management Inc. | 0.09% | Reduce -1.6% | 609 | $250K |
| Ridgecrest Wealth Partners, LLC | 0.14% | Add +7.0% | 608 | $250K |
| Stillwater Capital Advisors, LLC | 0.03% | No change | 605 | $248K |
| Taurus Asset Management, LLC | 0.02% | No change | 602 | $247K |
| Tennessee Valley Asset Management Partners | 0.04% | Reduce -45.5% | 599 | $246K |
| Parker Investment Management, LLC | 0.04% | No change | 598 | $245K |
| Columbus Macro, LLC | 0.03% | No change | 598 | $245K |
| LongView Asset Management LLC | 0.21% | — | 596 | $245K |
| Financial Council, LLC | 0.13% | No change | 596 | $245K |
| CJM Wealth Advisers, Ltd. | 0.08% | Add +9.2% | 596 | $245K |
| SC&H Financial Advisors, Inc. | 0.05% | No change | 596 | $245K |
| Stegner Investment Associates Inc. | 0.16% | New | 595 | $244K |
| Heritage Investors Management Corp. | 0.01% | No change | 595 | $244K |
| Home Federal Bank of Tennessee | 0.07% | Reduce -4.7% | 594 | $244K |
| Delta Investment Management, LLC | 0.05% | New | 594 | $244K |
| East Coast Asset Management, LLC. | 0.08% | No change | 593 | $243K |
| Post Resch Tallon Group Inc. | 0.24% | — | 594 | $243K |
| O'ROURKE & COMPANY, Inc | 0.12% | No change | 592 | $243K |
| Secured Retirement Advisors, LLC | 0.14% | No change | 589 | $242K |
| Bell Investment Advisors, Inc | 0.04% | Add +53.3% | 587 | $241K |
| Stephenson & Company, Inc. | 0.16% | No change | 585 | $240K |
| Gen-Wealth Partners Inc | 0.10% | Add +3.4% | 580 | $238K |
| Arcadia Wealth Management, Inc. | 0.20% | — | 580 | $238K |
| Paragon Advisors, LLC | 0.08% | No change | 580 | $238K |
| Douglass Winthrop Advisors, LLC | 0.00% | No change | 579 | $238K |
| Washington Trust Bank | 0.02% | Reduce -34.9% | 576 | $236K |
| Cambria Investment Management, L.P. | 0.01% | New | 576 | $236K |
| Empowered Funds, LLC | 0.00% | New | 576 | $236K |
| Oxler Private Wealth LLC | 0.08% | Add +0.2% | 576 | $236K |
| City National Bank of Florida | 0.22% | — | 575 | $236K |
| New Insight Wealth Advisors | 0.12% | No change | 573 | $235K |
| Sonata Capital Group Inc. | 0.10% | No change | 573 | $235K |
| Copperwynd Financial, LLC | 0.06% | Reduce -13.2% | 572 | $235K |
| Appleton Partners Inc. | 0.02% | Reduce -30.5% | 569 | $234K |
| Janney Capital Management LLC | 0.02% | No change | 569 | $234K |
| Traveka Wealth, LLC | 0.13% | No change | 570 | $234K |
| Ledyard National Bank | 0.02% | Reduce -35.3% | 569 | $234K |
| Guidance Point Advisors, LLC | 0.07% | Add +0.2% | 569 | $233K |
| MorganRosel Wealth Management, LLC | 0.08% | No change | 566 | $232K |
| Wambolt & Associates, LLC | 0.07% | No change | 566 | $232K |
| Nottingham Advisors, Inc. | 0.03% | New | 566 | $232K |
| Silver Oak Advisory Group, Inc. | 0.12% | No change | 567 | $232K |
| Joseph P. Lucia & Associates, LLC | 0.10% | Reduce -8.1% | 565 | $232K |
| Princeton Capital Management LLC | 0.07% | Add +2.9% | 565 | $232K |
| Great Point Wealth Advisors, LLC | 0.05% | No change | 564 | $231K |
| Advus Financial Partners, LLC | 0.06% | Reduce -1.8% | 560 | $230K |
| Sachetta, LLC | 0.09% | Add +10.9% | 558 | $229K |
| 1ST Source Bank | 0.01% | Add +2.8% | 557 | $229K |
| Magnolia Private Wealth, LLC | 0.20% | — | 551 | $226K |
| Oak Asset Management, LLC | 0.08% | No change | 551 | $226K |
| Frisch Financial Group, Inc. | 0.07% | No change | 550 | $226K |
| Morangie Management LLC | 0.18% | — | 550 | $226K |
| Corundum Group, Inc. | 0.08% | Add +0.4% | 549 | $225K |
| Burns J W & Co. Inc. | 0.03% | No change | 549 | $225K |
| Stonehearth Capital Management, LLC | 0.09% | Reduce -5.5% | 548 | $225K |
| Summit Investment Advisors, Inc. | 0.20% | — | 527 | $225K |
| Fairman Group, LLC | 0.18% | No change | 547 | $225K |
| DecisionMap Wealth Management, LLC | 0.18% | — | 547 | $225K |
| David J Yvars Group | 0.14% | No change | 547 | $225K |
| Hamilton Point Investment Advisors, LLC | 0.04% | Add +21.9% | 545 | $224K |
| Investment Partners Asset Management, Inc. | 0.17% | No change | 543 | $223K |
| MeadowBrook Investment Advisors LLC | 0.20% | Add +2.1% | 540 | $222K |
| Alaethes Wealth, LLC | 0.08% | No change | 540 | $222K |
| LVZ, Inc. | 0.03% | New | 540 | $222K |
| Tortoise Investment Management, LLC | 0.02% | No change | 539 | $221K |
| Cookson Peirce & Co. Inc. | 0.01% | No change | 537 | $220K |
| Fullcircle Wealth LLC | 0.09% | New | 515 | $220K |
| Wealth Management Nebraska | 0.04% | — | 534 | $219K |
| Capstone Financial Advisors, Inc. | 0.01% | New | 532 | $218K |
| M. Kraus & Co | 0.07% | New | 532 | $218K |
| Carson Advisory Inc. | 0.15% | Reduce -3.6% | 531 | $218K |
| Paces Ferry Wealth Advisors, LLC | 0.11% | New | 530 | $218K |
| Baugh & Associates, LLC | 0.11% | Add +43.0% | 755 | $217K |
| Lyell Wealth Management, LP | 0.02% | Reduce -55.0% | 526 | $216K |
| Millstone Evans Group, LLC | 0.15% | — | 526 | $216K |
| Topsail Wealth Management, LLC | 0.05% | — | 522 | $214K |
| Wellment Financial | 0.27% | — | 521 | $214K |
| Andrew Hill Investment Advisors, Inc. | 0.16% | No change | 521 | $214K |
| Trust Point Inc. | 0.01% | No change | 521 | $214K |
| Crew Capital Management, Ltd | 0.18% | New | 520 | $213K |
| Indie Asset Partners, LLC | 0.17% | New | 520 | $213K |
| Centerline Wealth Advisors, LLC | 0.13% | — | 520 | $213K |
| Spectrum Planning & Advisory Services Inc. | 0.18% | New | 519 | $213K |
| Community Financial Services Group, LLC | 0.04% | Reduce -20.9% | 519 | $213K |
| Waddell & Associates, LLC | 0.02% | New | 518 | $212K |
| American State Bank (Iowa) | 0.13% | New | 517 | $212K |
| Aerodigm Wealth, LLC | 0.13% | New | 516 | $212K |
| Arrow Financial Corp | 0.02% | Reduce -7.2% | 516 | $212K |
| Plan Group Financial, LLC | 0.11% | Reduce -10.3% | 513 | $211K |
| Freedom Day Solutions, LLC | 0.06% | New | 513 | $210K |
| Pacific Capital Wealth Advisors, Inc. | 0.03% | No change | 508 | $209K |
| Kraft Asset Management, LLC | 0.16% | New | 500 | $207K |
| West Paces Advisors Inc. | 0.05% | No change | 501 | $206K |
| Unified Investment Management | 0.23% | — | 500 | $205K |
| Autumn Glory Partners, LLC | 0.10% | New | 500 | $205K |
| Mayport, LLC | 0.06% | New | 499 | $205K |
| Howe & Rusling Inc. | 0.02% | Reduce -32.7% | 498 | $204K |
| Rathbones Group PLC | 0.00% | New | 498 | $204K |
| OneAscent Wealth Management LLC | 0.08% | New | 497 | $204K |
| True North Advisors, LLC | 0.05% | Reduce -36.7% | 497 | $204K |
| LBMC Investment Advisors, LLC | 0.02% | New | 497 | $204K |
| Mengis Capital Management, Inc. | 0.04% | New | 497 | $204K |
| CV Advisors LLC | 0.07% | New | 494 | $203K |
| American Money Management, LLC | 0.04% | Reduce -31.2% | 493 | $202K |
| Tiller Private Wealth, Inc. | 0.09% | New | 492 | $202K |
| Burling Wealth Partners, LLC | 0.04% | — | 488 | $200K |
| Cape Investment Advisory, Inc. | 0.08% | Add +513.9% | 485 | $199K |
| EPG Wealth Management LLC | 0.05% | Reduce -53.6% | 479 | $197K |
| Oarsman Capital, Inc. | 0.03% | Add +67.7% | 478 | $196K |
| Rakuten Securities, Inc. | 0.08% | Add +38.1% | 478 | $196K |
| Tidemark, LLC | 0.07% | Add +5.3% | 473 | $194K |
| SJS Investment Consulting Inc. | 0.03% | Reduce -0.6% | 467 | $192K |
| Atwood & Palmer Inc. | 0.01% | No change | 460 | $189K |
| Winnacle Wealth LLC | 0.19% | — | 461 | $189K |
| Security National Bank | 0.03% | No change | 450 | $185K |
| Stonebridge Financial Group, LLC | 0.02% | — | 442 | $181K |
| High Note Wealth, LLC | 0.05% | New | 439 | $180K |
| Lowe Wealth Advisors, LLC | 0.07% | No change | 429 | $176K |
| American National Bank & Trust | 0.02% | Reduce -33.6% | 427 | $175K |
| Private Wealth Management Group, LLC | 0.07% | No change | 423 | $174K |
| Maryland Capital Advisors Inc. | 0.08% | No change | 421 | $173K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 421 | $173K |
| Crewe Advisors LLC | 0.02% | Reduce -35.2% | 416 | $171K |
| PrairieView Partners, LLC | 0.02% | Reduce -4.0% | 409 | $167K |
| Richardson Capital Management LLC | 0.11% | Add +1.3% | 405 | $166K |
| Clean Yield Group | 0.05% | No change | 404 | $166K |
| Atlas Capital Advisors Inc. | 0.02% | Reduce -33.8% | 392 | $161K |
| Wintrust Investments LLC | 0.14% | Add +1.3% | 387 | $159K |
| Bangor Savings Bank | 0.01% | No change | 360 | $148K |
| ARK Investment Management | 0.00% | Add +5800.0% | 354 | $145K |
| C M Bidwell & Associates Ltd. | 0.09% | No change | 351 | $144K |
| LGT Financial Advisors LLC | 0.32% | Add +16.7% | 349 | $143K |
| Integrity Financial Corp | 0.08% | Reduce -49.3% | 349 | $143K |
| First Financial Corp. | 0.07% | No change | 348 | $143K |
| Ascentis Wealth Management, LLC | 0.05% | New | 348 | $143K |
| Fairway Wealth LLC | 0.06% | New | 343 | $141K |
| Caitlin John, LLC | 0.09% | Add +8.6% | 327 | $134K |
| Founders Capital Management | 0.08% | No change | 324 | $133K |
| Union Savings Bank | 0.06% | No change | 316 | $130K |
| Comprehensive Financial Planning, Inc. | 0.11% | — | 312 | $128K |
| Old Second National Bank of Aurora | 0.03% | Add +87.9% | 310 | $127K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 305 | $125K |
| Capital Investment Counsel, Inc | 0.02% | No change | 298 | $122K |
| Sittner & Nelson, LLC | 0.05% | Add +24.4% | 296 | $121K |
| Valley Wealth Managers, Inc. | 0.01% | Reduce -68.3% | 293 | $120K |
| Pin Oak Investment Advisors Inc. | 0.11% | No change | 309 | $119K |
| Cyrus J. Lawrence, LLC | 0.02% | Add +385.0% | 291 | $119K |
| Wolff Wiese Magana LLC | 0.08% | Reduce -0.7% | 285 | $117K |
| Bradley & Co. Private Wealth Management, LLC | 0.07% | — | 284 | $117K |
| Elevate Wealth Advisory, Inc. | 0.09% | Add +21.0% | 282 | $116K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 276 | $113K |
| Mark Sheptoff Financial Planning, LLC | 0.06% | No change | 273 | $112K |
| Bernard Wealth Management Corp. | 0.05% | — | 269 | $110K |
| Grand Wealth Management, LLC | 0.06% | Add +58.2% | 269 | $110K |
| Bray Capital Advisors | 0.03% | No change | 266 | $109K |
| Kimelman & Baird, LLC | 0.01% | No change | 261 | $107K |
| Physician Wealth Advisors, Inc. | 0.02% | New | 258 | $106K |
| Pineridge Advisors LLC | 0.04% | Reduce -3.8% | 257 | $106K |
| Roxbury Financial LLC | 0.10% | — | 257 | $105K |
| Hopwood Financial Services, Inc. | 0.08% | — | 256 | $105K |
| Clearstead Trust, LLC | 0.02% | Reduce -21.7% | 246 | $101K |
| Safe Harbor Fiduciary, LLC | 0.10% | No change | 240 | $99K |
| Ritter Daniher Financial Advisory LLC / DE | 0.03% | No change | 226 | $93K |
| Insight Inv LLC | 0.06% | No change | 223 | $92K |
| Kozak & Associates, Inc. | 0.02% | No change | 217 | $90K |
| Delta Asset Management LLC | 0.01% | No change | 220 | $90K |
| Avalon Trust Co | 0.01% | No change | 215 | $88K |
| Running Point Capital Advisors, LLC | 0.03% | No change | 215 | $88K |
| Dunhill Financial, LLC | 0.04% | Reduce -28.7% | 209 | $86K |
| Menard Financial Group LLC | 0.05% | New | 206 | $85K |
| Investors Research Corp | 0.02% | No change | 204 | $84K |
| Godsey & Gibb, Inc. | 0.01% | No change | 204 | $84K |
| NBT Bank, N.A. | 0.01% | Add +47.1% | 203 | $83K |
| Luken Investment Analytics, LLC | 0.04% | No change | 200 | $82K |
| GW&K Investment Management, LLC | 0.00% | No change | 200 | $82K |
| Blue Bell Private Wealth Management, LLC | 0.02% | Reduce -4.4% | 197 | $81K |
| Global Wealth Strategies & Associates | 0.02% | Reduce -1.5% | 193 | $79K |
| Brooklyn Investment Group | 0.02% | New | 187 | $76K |
| CoreFirst Bank & Trust | 0.05% | No change | 186 | $76K |
| City Holding Co. | 0.01% | No change | 186 | $76K |
| Red Lighthouse Investment Management, LLC | 0.03% | No change | 177 | $73K |
| Field & Main Bank | 0.02% | Reduce -12.8% | 170 | $70K |
| Bellevue Asset Management, LLC | 0.04% | Add +0.6% | 165 | $68K |
| Cordgrass Capital Advisors, LLC | 0.02% | No change | 165 | $68K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 164 | $67K |
| Wagner Wealth Management, LLC | 0.02% | New | 163 | $67K |
| Morris Financial Concepts, Inc. | 0.03% | No change | 162 | $66K |
| Princeton Global Asset Management LLC | 0.01% | Reduce -70.8% | 156 | $64K |
| Legacy Investment Solutions, LLC | 0.04% | Reduce -69.3% | 151 | $63K |
| Legacy Wealth Managment, LLC | 0.04% | Reduce -69.3% | 151 | $63K |
| Mendota Financial Group, LLC | 0.04% | New | 152 | $62K |
| Tradewinds Capital Management, LLC | 0.02% | No change | 150 | $62K |
| Briaud Financial Planning Inc | 0.02% | No change | 150 | $61K |
| Transcendent Capital Group LLC | 0.03% | Add +16.0% | 145 | $60K |
| Morton Brown Family Wealth, LLC | 0.02% | No change | 143 | $59K |
| Pension & Wealth Management Advisors, Inc. | 0.02% | Add +9.4% | 139 | $57K |
| Pacific Center for Financial Services | 0.01% | No change | 139 | $57K |
| Tompkins Financial Corp. | 0.01% | Add +18.3% | 136 | $56K |
| Avondale Wealth Management | 0.04% | No change | 133 | $55K |
| Darwin Wealth Management, LLC | 0.02% | Reduce -53.4% | 132 | $54K |
| Orion Capital Management LLC | 0.02% | New | 127 | $52K |
| Frazier Financial Advisors, LLC | 0.04% | Add +12.5% | 126 | $52K |
| Monetary Management Group Inc. | 0.01% | No change | 125 | $51K |
| Redwood Park Advisors LLC | 0.04% | — | 124 | $51K |
| MTM Investment Management, LLC | 0.02% | No change | 120 | $49K |
| SYM FINANCIAL Corp | 0.01% | No change | 120 | $49K |
| Richards, Merrill & Peterson, Inc. | 0.02% | — | 116 | $48K |
| Stuart Chaussee & Associates, Inc. | 0.01% | No change | 116 | $48K |
| Aventura Private Wealth, LLC | 0.03% | — | 113 | $46K |
| Trifecta Capital Advisors, LLC | 0.01% | New | 113 | $46K |
| Toronto Dominion Bank | 0.00% | New | 106 | $44K |
| TruNorth Capital Management, LLC | 0.01% | No change | 104 | $43K |
| Mitchell Sinkler & Starr | 0.01% | No change | 104 | $43K |
| Compass Wealth Management LLC | 0.01% | No change | 103 | $42K |
| Concord Wealth Partners | 0.01% | No change | 102 | $42K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 101 | $41K |
| Versant Capital Management, Inc | 0.01% | No change | 100 | $41K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.00% | No change | 100 | $41K |
| Resources Management Corp. /CT/ | 0.01% | No change | 100 | $41K |
| Arvest Investments, Inc. | 0.01% | No change | 98 | $40K |
| MPWM Advisory Solutions, LLC | 0.03% | — | 96 | $39K |
| New England Capital Financial Advisors LLC | 0.02% | No change | 95 | $39K |
| CarsonAllaria Wealth Management, Ltd. | 0.02% | No change | 92 | $38K |
| Ulland Investment Advisors, LLC | 0.03% | No change | 90 | $37K |
| New Millennium Group LLC | 0.02% | Add +9.8% | 90 | $37K |
| Putney Financial Group LLC | 0.03% | — | 90 | $37K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | Add +25.7% | 88 | $36K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Reduce -99.9% | 86 | $35K |
| Kiely Wealth Advisory Group, Inc. | 0.02% | No change | 83 | $35K |
| Davis Capital Management | 0.03% | No change | 83 | $34K |
| Keener Financial Planning LLC | 0.02% | No change | 83 | $34K |
| Global Trust Asset Management, LLC | 0.01% | Add +1071.4% | 82 | $34K |
| Cardinal Strategic Wealth Guidance | 0.01% | New | 80 | $33K |
| Providence First Trust Co | 0.01% | New | 80 | $33K |
| Prudent Man Investment Management, Inc. | 0.02% | — | 72 | $30K |
| Legend Financial Advisors, Inc. | 0.02% | No change | 71 | $29K |
| Decker Retirement Planning Inc. | 0.02% | — | 68 | $28K |
| Human Investing LLC | 0.00% | New | 68 | $28K |
| Rice Partnership, LLC | 0.01% | No change | 67 | $27K |
| Riverview Trust Co | 0.02% | Reduce -64.8% | 64 | $26K |
| AlphaMark Advisors, LLC | 0.01% | No change | 64 | $26K |
| Accredited Wealth Management, LLC | 0.02% | — | 63 | $26K |
| Element Wealth, LLC | 0.01% | No change | 63 | $26K |
| Family Manage LLC | 0.00% | No change | 60 | $25K |
| Castleview Partners, LLC | 0.01% | No change | 58 | $24K |
| AllSquare Wealth Management LLC | 0.01% | No change | 56 | $23K |
| Mountain Hill Investment Partners Corp. | 0.02% | — | 52 | $21K |
| Kiker Wealth Management, LLC | 0.02% | — | 52 | $21K |
| HighMark Wealth Management LLC | 0.01% | No change | 50 | $21K |
| Crowley Wealth Management, Inc. | 0.02% | — | 50 | $21K |
| Paladin Advisory Group, LLC | 0.02% | No change | 49 | $20K |
| Curio Wealth, LLC | 0.01% | — | 47 | $19K |
| Optimum Investment Advisors | 0.01% | No change | 46 | $19K |
| Towne Trust Company, N.A | 0.01% | New | 46 | $19K |
| Kentucky Trust Co | 0.01% | — | 45 | $18K |
| Blume Capital Management, Inc. | 0.00% | No change | 45 | $18K |
| Y.D. More Investments Ltd | 0.00% | No change | 44 | $18K |
| Centricity Wealth Management, LLC | 0.02% | — | 43 | $18K |
| TCTC Holdings, LLC | 0.00% | No change | 42 | $17K |
| Capital A Wealth Management, LLC | 0.03% | — | 42 | $17K |
| FPC Investment Advisory, Inc. | 0.01% | New | 41 | $17K |
| Sherman Asset Management, Inc. | 0.02% | — | 41 | $17K |
| Clark Wealth Partners | 0.01% | — | 39 | $16K |
| Wood Tarver Financial Group, LLC | 0.01% | — | 40 | $16K |
| Nova Wealth Management, Inc. | 0.01% | — | 37 | $15K |
| ROSS\JOHNSON & Associates LLC | 0.34% | — | 36 | $15K |
| Pathway Financial Advisers, LLC | 0.00% | New | 35 | $14K |
| Painted Porch Advisors LLC | 0.01% | No change | 34 | $14K |
| Clarkston Capital Partners, LLC | 0.00% | New | 34 | $14K |
| New Wave Wealth Advisors LLC | 0.01% | New | 32 | $13K |
| Peachtree Investment Partners, LLC | 0.00% | No change | 32 | $13K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 31 | $13K |
| Van Den Berg Management I, Inc. | 0.00% | No change | 29 | $12K |
| Evelyn Partners Asset Management Ltd | 0.00% | — | 27 | $11K |
| Chesapeake Asset Management LLC | 0.01% | No change | 25 | $10K |
| Sterling Capital Management LLC | 0.00% | No change | 25 | $10K |
| Granite Investment Partners, LLC | 0.00% | New | 24 | $10K |
| DecisionPoint Financial, LLC | 0.00% | No change | 23 | $9K |
| Mainstream Capital Management LLC | 0.01% | New | 23 | $9K |
| Raffa Wealth Management, LLC | 0.00% | No change | 22 | $9K |
| Peoples Bank | 0.01% | No change | 22 | $9K |
| Anfield Capital Management, LLC | 0.00% | No change | 21 | $9K |
| SIMA Wealth Partners, LLC | 0.01% | No change | 17 | $7K |
| NWK Group, Inc. | 0.00% | No change | 17 | $7K |
| Front Row Advisors LLC | 0.00% | No change | 17 | $7K |
| PSI Advisors, LLC | 0.00% | No change | 16 | $6K |
| Red Tortoise LLC | 0.00% | New | 13 | $5K |
| Vision Financial Markets LLC | 0.01% | — | 13 | $5K |
| Atlatl Advisers LLC | 0.00% | — | 12 | $5K |
| Byrne Asset Management LLC | 0.00% | No change | 10 | $4K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 9 | $4K |
| PFG Private Wealth Management, LLC | 0.00% | No change | 9 | $4K |
| Arlington Trust Co LLC | 0.00% | No change | 9 | $4K |
| Capital & Planning, LLC | 0.00% | — | 8 | $3K |
| Delos Wealth Advisors, LLC | 0.00% | No change | 5 | $2K |
| Rogco, LP | 0.00% | New | 5 | $2K |
| Spurstone Advisory Services, LLC | 0.03% | — | 4 | $2K |
| Luminist Capital LLC | 0.00% | — | 3 | $1K |
| IFS Advisors, LLC | 0.00% | New | 3 | $1K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Reduce -99.8% | 4 | $1K |
| West Branch Capital LLC | 0.00% | New | 2 | $821 |
| Ruedi Wealth Management, Inc. | 0.00% | New | 2 | $821 |
| Lanark Financial, Inc. | 0.06% | — | 1 | $678 |
| POM Investment Strategies, LLC | 0.00% | No change | 1 | $410 |
| 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.