Vanguard Mrngstar GR ETF-SuiVUGETF
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 2,451 institutions reported holding Vanguard Mrngstar GR ETF-Sui (VUG) in their 13F filings, down 54 from Q4 2024. 93 opened new positions and 130 sold out. The largest holders were Bank of America Corp. ($18.0B), Jones Financial Companies LLLP ($12.0B) and Morgan Stanley ($5.2B). 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 Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Vanguard Mrngstar GR ETF-Sui
- CUSIP
- 922908736
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 93 | $428.3M |
| Exits | 130 | $691.7M |
All 13F filers, Q4 2024 → Q1 2025: 16,877,608 shares bought and 6,330,332 shares sold, net +10,547,276 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,451 holders
| Bank of America Corp. | 1.60% | Add +11.8% | 48,535,880 | $18.0B |
| Jones Financial Companies LLLP | 10.71% | Add +12.9% | 32,272,101 | $12.0B |
| Morgan Stanley | 0.37% | Add +0.7% | 14,021,104 | $5.2B |
| Envestnet Asset Management Inc. | 0.96% | Reduce -1.8% | 8,048,032 | $3.0B |
| Financial Engines Advisors L.L.C. | 5.81% | Reduce -3.9% | 7,299,386 | $2.7B |
| UBS Group AG | 0.48% | Reduce -1.1% | 5,876,133 | $2.2B |
| LPL Financial LLC | 0.72% | Reduce -3.2% | 4,964,202 | $1.8B |
| Wells Fargo & Company | 0.35% | Reduce -1.8% | 3,922,926 | $1.5B |
| Ameriprise Financial Inc. | 0.39% | Add +9.3% | 3,869,868 | $1.4B |
| Tiaa Trust, National Association | 4.19% | Add +0.5% | 3,621,210 | $1.3B |
| EP Wealth Advisors, LLC | 9.88% | Add +3.4% | 3,336,464 | $1.2B |
| FMR LLC | 0.07% | Reduce -0.5% | 2,809,140 | $1.0B |
| Raymond James Financial Inc. | 0.37% | Add +11.5% | 2,637,078 | $977.9M |
| Mill Creek Capital Advisors, LLC | 23.53% | Reduce -1.4% | 2,619,779 | $971.5M |
| Rwa Wealth Partners, LLC | 11.60% | Reduce -2.3% | 2,481,796 | $920.3M |
| PNC Financial Services Group, Inc. | 0.45% | Add +0.5% | 2,319,874 | $860.3M |
| Royal Bank of Canada | 0.17% | Add +1.3% | 2,007,780 | $744.5M |
| Bank of New York Mellon Corp | 0.15% | Reduce -3.3% | 1,995,656 | $740.0M |
| Commonwealth Equity Services, LLC | 0.97% | Reduce -3.6% | 1,856,393 | $688.4M |
| JPMorgan Chase & Co. | 0.05% | Add +1.4% | 1,795,833 | $665.9M |
| Northwestern Mutual Wealth Management Co. | 0.53% | Add +2.5% | 1,747,507 | $648.0M |
| Mariner, LLC | 1.08% | Add +5.7% | 1,745,935 | $647.4M |
| D.A. Davidson & Co. | 5.11% | Reduce -1.5% | 1,713,329 | $635.3M |
| Sei Investments Co. | 0.73% | Reduce -1.1% | 1,528,086 | $566.6M |
| HighTower Advisors, LLC | 0.74% | Add +4.3% | 1,478,780 | $548.4M |
| Goldman Sachs Group Inc. | 0.10% | Reduce -6.6% | 1,467,280 | $544.1M |
| Captrust Financial Advisors | 1.31% | Add +18.8% | 1,435,333 | $521.8M |
| Provida Pension Fund Administrator | 10.37% | Add +111.3% | 1,387,288 | $514.5M |
| Balentine LLC | 20.33% | Reduce -22.9% | 1,308,685 | $485.3M |
| Performance Wealth Partners, LLC | 17.12% | Add +0.4% | 1,292,614 | $479.3M |
| Modera Wealth Management, LLC | 5.91% | Add +3.1% | 1,178,843 | $437.1M |
| Cetera Investment Advisers | 0.80% | Add +6.4% | 1,119,907 | $415.3M |
| Two Sigma Investments, LP | 0.86% | Add +18.1% | 1,020,900 | $378.6M |
| Choreo, LLC | 5.82% | Reduce -2.9% | 1,023,943 | $374.7M |
| Mission Wealth Management, LP | 9.27% | Reduce -0.4% | 996,704 | $369.6M |
| Truist Financial Corp. | 0.59% | Add +0.8% | 991,751 | $367.8M |
| Wealthspire Advisors, LLC | 2.04% | Add +101.4% | 919,556 | $341.0M |
| Signature Estate & Investment Advisors LLC | 8.67% | Add +3.3% | 886,931 | $328.9M |
| CBIZ Investment Advisory Services, LLC | 15.77% | Add +1.3% | 868,218 | $322.0M |
| Equitable Holdings, Inc. | 2.96% | Add +3.8% | 839,521 | $311.3M |
| Moneta Group Investment Advisors LLC | 4.14% | Add +3.2% | 809,487 | $300.2M |
| Osaic Holdings, Inc. | 0.65% | Reduce -26.4% | 784,680 | $291.2M |
| Northeast Financial Consultants Inc | 12.66% | Reduce -0.3% | 770,019 | $285.5M |
| Charles Schwab Investment Management Inc. | 0.05% | Reduce -3.6% | 754,926 | $279.9M |
| Sanctuary Advisors, LLC | 1.93% | Reduce -2.3% | 738,972 | $274.0M |
| Stifel Financial Corp. | 0.29% | Add +0.7% | 731,901 | $271.4M |
| MML Investors Services, LLC | 0.90% | Reduce -4.8% | 729,109 | $270.4M |
| Lincoln National Corp. | 8.33% | Reduce -2.4% | 696,918 | $258.4M |
| Waverly Advisors, LLC | 3.06% | Add +6.3% | 676,811 | $251.0M |
| Avantax Advisory Services, Inc. | 1.52% | Add +11.0% | 673,533 | $249.8M |
| Citigroup Inc. | 0.18% | Add +45.8% | 628,953 | $233.2M |
| Corient Private Wealth LP | 0.38% | Reduce -1.2% | 621,501 | $230.5M |
| Wealth Enhancement Advisory Services, LLC | 0.43% | Add +11.4% | 599,364 | $222.3M |
| Cullen/Frost Bankers, Inc. | 3.05% | Add +1.8% | 586,161 | $217.4M |
| Natixis Advisors, LLC | 0.40% | Reduce -1.2% | 577,988 | $214.3M |
| Bell Bank | 11.22% | New | 560,420 | $207.8M |
| Money Design Co.,Ltd. | 10.04% | Add +286.8% | 542,744 | $201.3M |
| Focus Partners Wealth | 0.50% | Add +0.7% | 539,934 | $200.2M |
| Waldron Private Wealth LLC | 9.41% | Add +7.5% | 537,277 | $199.2M |
| Cwm, LLC | 0.79% | Add +24.1% | 532,135 | $197.3M |
| Mather Group, Llc. | 2.28% | Add +3.0% | 530,848 | $196.8M |
| United Capital Financial Advisors, LLC | 1.69% | Add +1.6% | 530,323 | $196.7M |
| Assetmark, Inc. | 0.53% | Add +2.0% | 522,282 | $193.7M |
| Retirement Investment Advisors, Inc. | 18.93% | Add +1.2% | 504,337 | $187.0M |
| Garde Capital, Inc. | 10.07% | Reduce -0.7% | 474,292 | $175.9M |
| Merit Financial Group, LLC | 2.61% | Add +2.0% | 470,041 | $174.3M |
| Baird Financial Group, Inc. | 0.33% | Add +4.6% | 461,203 | $171.0M |
| Cambridge Investment Research Advisors, Inc. | 0.57% | Reduce -1.0% | 456,900 | $169.4M |
| Kestra Advisory Services, LLC | 0.82% | Reduce -2.1% | 455,226 | $168.8M |
| Avior Wealth Management, LLC | 6.27% | Add +1.0% | 445,304 | $165.1M |
| Private Advisor Group, LLC | 0.98% | Add +3.5% | 435,267 | $161.4M |
| Truepoint, Inc. | 4.20% | Add +1.6% | 417,871 | $155.0M |
| Mercer Global Advisors Inc. | 0.35% | Add +26.9% | 418,422 | $154.4M |
| NewEdge Advisors, LLC | 0.88% | Reduce -2.0% | 401,341 | $148.8M |
| Woodmont Investment Counsel LLC | 10.71% | Reduce -2.0% | 400,038 | $148.3M |
| Invictus Private Wealth, LLC | 11.76% | Add +2.0% | 399,923 | $148.3M |
| BOK Financial Private Wealth, Inc. | 11.12% | Add +1.3% | 399,182 | $148.0M |
| CSM Advisors, LLC | 8.05% | Reduce -5.4% | 397,274 | $147.3M |
| Brookstone Capital Management | 2.09% | Reduce -5.7% | 393,036 | $145.7M |
| Smith Anglin Financial, LLC | 14.82% | Add +0.2% | 377,627 | $140.0M |
| Cerity Partners LLC | 0.28% | Add +3.3% | 363,423 | $134.8M |
| Cornerstone Management, Inc. | 24.91% | Add +10.9% | 358,738 | $133.0M |
| Safeguard Financial, LLC | 28.85% | Add +3.1% | 355,130 | $131.7M |
| Permanens Capital L.P. | 23.89% | Add +16.9% | 354,713 | $131.5M |
| Venturi Wealth Management, LLC | 6.75% | Add +38.1% | 349,578 | $129.6M |
| Bank of Hawaii | 6.98% | Reduce -0.6% | 327,709 | $121.5M |
| Rezny Wealth Management, Inc. | 33.20% | Reduce -2.4% | 319,726 | $118.6M |
| Mosaic Family Wealth Partners, LLC | 16.65% | Add +2.9% | 315,494 | $117.0M |
| Howard Capital Management, LLC | 2.93% | Reduce -0.2% | 314,108 | $116.5M |
| Beacon Pointe Advisors, LLC | 1.30% | Reduce -5.7% | 312,694 | $116.0M |
| Stephens Group Asset Management, LLC | 9.23% | Reduce -3.3% | 308,704 | $114.5M |
| US Bancorp \de | 0.15% | Reduce -4.2% | 306,098 | $113.5M |
| Envestnet Portfolio Solutions, Inc. | 0.43% | Reduce -8.8% | 305,395 | $113.2M |
| Rockefeller Capital Management L.P. | 0.28% | Reduce -6.1% | 303,458 | $112.5M |
| Alliancebernstein L.P. | 0.04% | Reduce -58.4% | 298,501 | $110.7M |
| Creative Planning | 0.10% | Add +1.0% | 297,378 | $110.3M |
| Coldstream Capital Management Inc. | 2.34% | Reduce -3.9% | 295,762 | $109.7M |
| Simon Quick Advisors, LLC | 6.01% | Add +1.6% | 284,943 | $105.7M |
| Strategies Wealth Advisors, LLC | 12.82% | Add +0.2% | 283,011 | $104.9M |
| Betterment LLC | 0.24% | Add +4.4% | 267,507 | $99.2M |
| Mountain Capital Investment Advisors Inc. | 21.04% | Add +4.8% | 264,502 | $98.1M |
| Financial Synergies Wealth Advisors, Inc. | 11.59% | Add +2.5% | 256,972 | $95.3M |
| Orion Porfolio Solutions, LLC | 0.92% | Add +2.2% | 252,846 | $93.8M |
| Orion Portfolio Solutions, LLC | 0.92% | Add +2.2% | 252,846 | $93.8M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.95% | Add +6.8% | 251,650 | $93.3M |
| Atria Wealth Solutions, Inc. | 1.10% | Reduce -9.0% | 245,942 | $91.2M |
| Bessemer Group Inc. | 0.16% | Add +10.8% | 244,981 | $90.8M |
| Relyea Zuckerberg Hanson LLC | 12.18% | Add +2.3% | 243,812 | $90.4M |
| CENTRAL TRUST Co | 2.20% | Reduce -3.1% | 241,551 | $89.6M |
| BlueStem Wealth Partners, LLC | 12.03% | Add +14.0% | 238,000 | $88.3M |
| Trust Co of Tennessee | 22.00% | Reduce -6.1% | 236,660 | $87.8M |
| White Lighthouse Investment Management Inc. | 15.46% | Reduce -0.5% | 233,414 | $86.6M |
| Brandywine Oak Private Wealth LLC | 8.43% | Add +5.2% | 231,567 | $85.9M |
| Summit Financial, LLC | 2.39% | Add +5.1% | 229,949 | $85.3M |
| Martel Wealth Advisors LLC | 16.93% | Reduce -2.7% | 229,187 | $85.0M |
| RMR Wealth Builders | 8.85% | Add +3.9% | 226,662 | $84.1M |
| Glenmede Trust Co. NA | 0.45% | Add +2.1% | 226,422 | $84.0M |
| Becker Capital Management Inc. | 2.74% | Add +3.9% | 224,481 | $83.2M |
| Steward Partners Investment Advisory, LLC | 0.72% | Add +3.8% | 219,896 | $81.5M |
| Everhart Financial Group, Inc. | 10.88% | Add +720.6% | 214,669 | $79.6M |
| Manufacturers Life Insurance Company, The | 0.08% | Reduce -0.4% | 214,483 | $79.5M |
| Fifth Third Bancorp | 0.30% | Reduce -3.1% | 212,101 | $78.7M |
| Vista Capital Partners, Inc. | 9.46% | Reduce -2.3% | 210,135 | $77.9M |
| HCR Wealth Advisors | 10.02% | Add +3.4% | 207,621 | $77.0M |
| &partners | 0.82% | Add +34.2% | 207,176 | $76.7M |
| Corrigan Financial, Inc. | 15.36% | Add +3.0% | 201,089 | $74.6M |
| Cary Street Partners Financial LLC | 2.34% | Add +14.2% | 220,877 | $74.1M |
| Cresset Asset Management, LLC | 0.37% | Add +6.6% | 197,538 | $73.3M |
| Cable Hill Partners, LLC | 6.95% | Reduce -0.3% | 188,141 | $71.2M |
| Blair William & Co. | 0.21% | Add +0.0% | 191,535 | $71.0M |
| CreativeOne Wealth, LLC | 2.05% | Reduce -1.4% | 184,561 | $68.4M |
| Crane Advisory, LLC | 12.16% | Add +8.8% | 186,826 | $67.3M |
| Pathstone Holdings, LLC | 0.29% | Add +4.5% | 180,863 | $67.1M |
| Vanguard Group Inc. | 0.00% | Add +5.6% | 178,670 | $66.3M |
| Atria Investments, Inc | 0.84% | Reduce -2.9% | 176,042 | $65.3M |
| Janney Montgomery Scott LLC | 0.18% | Reduce -1.6% | 173,672 | $64.4M |
| Members Trust Co | 2.20% | Add +186.5% | 170,236 | $63.1M |
| Venture Visionary Partners LLC | 2.65% | Add +4.6% | 170,146 | $63.1M |
| Sequoia Financial Advisors, LLC | 0.49% | Reduce -3.1% | 170,093 | $63.1M |
| Pasadena Private Wealth, LLC | 12.16% | Add +3.0% | 169,950 | $63.0M |
| Northern Trust Corp. | 0.01% | Add +2.4% | 168,821 | $62.6M |
| Pinnacle Financial Partners Inc | 1.26% | Add +2.9% | 168,596 | $62.5M |
| Clark Asset Management, LLC | 10.43% | Add +6.5% | 167,710 | $62.2M |
| EverSource Wealth Advisors, LLC | 3.41% | Add +1.3% | 167,345 | $62.1M |
| Allworth Financial LP | 0.35% | Reduce -7.5% | 166,783 | $61.9M |
| Hirtle & Co., LLC | 2.76% | Reduce -2.5% | 164,107 | $60.9M |
| Arax Advisory Partners | 3.88% | Reduce -9.5% | 163,324 | $60.6M |
| IFP Advisors, Inc | 1.84% | Add +36.8% | 160,817 | $59.7M |
| Jentner Corp | 17.76% | Reduce -4.9% | 160,015 | $59.3M |
| Florida Trust Wealth Management Co | 1.92% | Add +4.2% | 159,483 | $59.1M |
| McIlrath & Eck, LLC | 7.23% | Add +2.1% | 158,669 | $58.8M |
| Kestra Private Wealth Services, LLC | 0.98% | Add +1.9% | 158,506 | $58.8M |
| Stevens Capital Partners | 27.53% | Add +3.2% | 158,021 | $58.6M |
| Sage Financial Group Inc. | 4.68% | Add +1.0% | 156,187 | $57.9M |
| One Day In July LLC | 5.78% | Add +8.8% | 155,657 | $57.7M |
| Chicago Partners Investment Group LLC | 1.91% | Add +6.8% | 148,917 | $57.3M |
| Blue Edge Capital, LLC | 9.18% | Reduce -0.5% | 154,169 | $57.2M |
| Nadler Financial Group, Inc. | 6.29% | Reduce -5.0% | 153,235 | $56.8M |
| Cahill Financial Advisors Inc. | 7.69% | Add +3.6% | 152,566 | $56.6M |
| Trust Co | 6.69% | Reduce -12.5% | 151,929 | $56.3M |
| Destination Wealth Management | 1.76% | Reduce -1.5% | 150,209 | $55.7M |
| Presilium Private Wealth, LLC | 12.33% | Add +13.9% | 148,405 | $55.0M |
| Signaturefd, LLC | 1.04% | Reduce -7.9% | 147,639 | $54.7M |
| Comerica Bank | 0.23% | Reduce -5.4% | 146,729 | $54.4M |
| NorthCoast Asset Management LLC | 0.27% | Reduce -11.5% | 145,080 | $53.8M |
| Partners in Financial Planning | 10.78% | Add +0.7% | 144,647 | $53.6M |
| Condor Capital Management | 4.92% | Add +0.2% | 142,359 | $52.8M |
| Total Wealth Planning, LLC | 7.96% | Add +1.6% | 140,293 | $52.0M |
| B. Riley Wealth Advisors, Inc. | 1.57% | Reduce -3.6% | 139,003 | $51.5M |
| Pathway Financial Advisors LLC | 9.12% | Add +15.8% | 136,533 | $50.6M |
| Advisors Capital Management, LLC | 0.78% | Add +106.1% | 135,839 | $50.4M |
| Stephens Inc. | 0.72% | Reduce -1.5% | 132,792 | $49.2M |
| Inspirion Wealth Advisors, LLC | 6.77% | Reduce -1.4% | 131,526 | $48.8M |
| Systematic Alpha Investments, LLC | 1.85% | No change | 130,672 | $48.5M |
| Magnus Financial Group LLC | 4.70% | Reduce -0.0% | 130,451 | $48.4M |
| Silvercrest Asset Management Group LLC | 0.34% | New | 129,141 | $47.9M |
| Trustmark Bank Trust Department | 3.54% | Reduce -2.5% | 128,829 | $47.8M |
| Bokf, NA | 0.84% | Add +0.5% | 128,006 | $47.5M |
| Strategic Investment Solutions, Inc. | 13.75% | Add +59.4% | 127,524 | $47.3M |
| DAVENPORT & Co LLC | 0.28% | Add +7.4% | 125,402 | $46.5M |
| Principle Wealth Partners LLC | 3.30% | Add +3.3% | 124,542 | $46.2M |
| Bank of Montreal | 0.02% | Add +2.3% | 123,826 | $45.9M |
| Affinity Capital Advisors, LLC | 9.09% | Reduce -6.2% | 127,304 | $45.9M |
| Quantum Financial Planning Services, Inc. | 25.05% | Add +2.3% | 123,485 | $45.8M |
| Strategic Investment Advisors / MI | 4.85% | Reduce -9.8% | 123,381 | $45.8M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 1.40% | Reduce -1.0% | 122,281 | $45.3M |
| CW Advisors, LLC | 0.54% | Add +306.9% | 119,836 | $45.3M |
| Brickley Wealth Management | 9.32% | Add +4.9% | 121,189 | $44.9M |
| Connecticut Wealth Management, LLC | 2.29% | New | 118,122 | $43.8M |
| Strategic Blueprint, LLC | 2.37% | Reduce -4.3% | 116,879 | $43.3M |
| Rolek Wealth Management LLC | 44.56% | Add +6.4% | 118,838 | $43.1M |
| CFS Investment Advisory Services, LLC | 3.79% | Reduce -0.6% | 114,739 | $42.5M |
| Chaney Capital Management, Inc. | 18.71% | Add +1.2% | 113,283 | $42.0M |
| Strata Wealth Advisors, LLC | 13.05% | Reduce -17.1% | 113,257 | $42.0M |
| MBM Wealth Consultants, LLC | 12.40% | Add +0.3% | 113,200 | $42.0M |
| M&T Bank Corp | 0.15% | Add +2.9% | 113,056 | $41.9M |
| Grey Fox Wealth Advisors, LLC | 11.04% | Reduce -0.1% | 111,652 | $41.4M |
| Fee-Only Financial Planning, L.C. | 27.93% | Reduce -2.2% | 110,352 | $40.9M |
| SP Asset Management LLC | 3.59% | Add +5.2% | 109,815 | $40.7M |
| First Horizon Advisors, Inc. | 1.15% | Reduce -6.2% | 109,786 | $40.7M |
| TL Private Wealth | 19.88% | Add +6.0% | 121,755 | $40.1M |
| Bishop & Co Investment Management, LLC | 15.39% | Add +10.6% | 107,310 | $39.8M |
| Cambridge Associates LLC /Ma/ | 1.13% | Reduce -31.5% | 106,315 | $39.4M |
| One Capital Management, LLC | 1.30% | Reduce -1.7% | 103,748 | $38.5M |
| MAI Capital Management | 0.29% | Add +0.2% | 103,503 | $38.4M |
| American Investment Services, Inc. | 6.75% | Reduce -1.9% | 103,467 | $38.4M |
| Townsquare Capital LLC | 0.41% | Reduce -6.5% | 103,317 | $38.3M |
| Veltria Advisors Corp. | 24.88% | Reduce -32.7% | 103,200 | $38.3M |
| PFG Advisors | 2.12% | Reduce -8.9% | 102,522 | $38.0M |
| Ieq Capital, LLC | 0.30% | Add +10.2% | 102,437 | $38.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2.98% | Reduce -2.6% | 100,787 | $37.7M |
| Beacon Capital Management, LLC | 5.05% | Add +13.9% | 100,868 | $37.4M |
| Jacobsen Capital Management | 16.16% | Add +0.1% | 100,286 | $37.2M |
| Summit Financial Wealth Advisors, LLC | 7.36% | Add +0.5% | 100,089 | $37.1M |
| Old Mission Investment Co LLC | 11.15% | Add +1.7% | 99,790 | $37.0M |
| Golden Road Advisors LLC | 28.79% | Add +1.9% | 99,433 | $36.9M |
| Gleason Group, Inc. | 6.60% | Reduce -7.3% | 98,569 | $36.6M |
| Global Strategic Investment Solutions, LLC | 4.20% | Add +0.0% | 97,808 | $36.3M |
| First Pacific Financial | 7.34% | Reduce -1.6% | 97,600 | $36.2M |
| Duncan Williams Asset Management, LLC | 12.97% | Add +5.9% | 96,853 | $35.9M |
| Certified Advisory Corp | 4.02% | Reduce -2.1% | 95,694 | $35.5M |
| Exencial Wealth Advisors, LLC | 1.32% | Add +1.2% | 95,652 | $35.5M |
| Wolff Financial Management LLC | 9.72% | Reduce -0.6% | 94,660 | $35.1M |
| Cornerstone Wealth Advisors, Inc. | 9.63% | Add +0.8% | 93,546 | $34.7M |
| Nwam LLC | 2.97% | Add +0.1% | 93,186 | $34.6M |
| Tritonpoint Wealth, LLC | 3.25% | Add +17.5% | 92,045 | $34.1M |
| Legacies Wealth LLC | 25.09% | Add +16.2% | 91,531 | $33.9M |
| Wealthfront Advisers LLC | 0.09% | Add +6.1% | 91,090 | $33.8M |
| JNBA Financial Advisors | 3.50% | Add +8.4% | 90,922 | $33.7M |
| Mainsail Asset Management, LLC | 22.95% | Add +5.6% | 90,406 | $33.5M |
| Susquehanna International Group, LLP | 0.05% | New | 90,274 | $33.5M |
| AQR Capital Management | 0.03% | Add +890.9% | 90,249 | $33.5M |
| Prime Capital Investment Advisors, LLC | 0.39% | Add +97.1% | 89,186 | $33.1M |
| Scott Capital Advisors, LLC | 9.77% | Reduce -3.8% | 88,322 | $32.8M |
| Franklin Resources Inc. | 0.01% | Reduce -0.8% | 88,051 | $32.7M |
| Concurrent Investment Advisors, LLC | 0.78% | Add +10.4% | 86,230 | $32.0M |
| Newton One Investments LLC | 11.38% | Add +0.5% | 85,797 | $31.8M |
| GenWealth Group, Inc. | 6.99% | Reduce -0.1% | 85,559 | $31.7M |
| Pinion Investment Advisors, LLC | 6.91% | Add +98.1% | 84,522 | $31.3M |
| Retirement Planning Group, LLC | 1.45% | Add +56.2% | 83,597 | $31.0M |
| Rise Advisors, LLC | 13.58% | Add +18.5% | 82,856 | $30.7M |
| B&D White Capital Company, LLC | 4.53% | Add +20.3% | 82,781 | $30.7M |
| Destiny Wealth Partners, LLC | 4.85% | Add +11.7% | 82,424 | $30.6M |
| Schechter Investment Advisors, LLC | 2.52% | Add +4.4% | 82,389 | $30.6M |
| Mgo One Seven LLC | 1.17% | Add +3.0% | 81,536 | $30.2M |
| Penserra Capital Management LLC | 0.54% | Reduce -15.9% | 81,538 | $30.2M |
| LVW Advisors, LLC | 3.63% | Reduce -4.1% | 81,151 | $30.1M |
| Benchmark Wealth Management, LLC | 14.40% | Reduce -15.9% | 80,267 | $29.8M |
| Perigon Wealth Management, LLC | 0.76% | Add +11.6% | 80,161 | $29.7M |
| Wealthspan Partners, LLC | 13.70% | Reduce -0.1% | 79,996 | $29.7M |
| Stratos Investment Management, LLC | 1.58% | Reduce -1.9% | 79,944 | $29.6M |
| Berkshire Money Management, Inc. | 3.31% | Reduce -0.6% | 79,661 | $29.5M |
| Pure Financial Advisors, LLC | 0.61% | Add +1454.7% | 78,931 | $29.3M |
| Sandbox Financial Partners, LLC | 10.31% | Reduce -0.5% | 78,762 | $29.2M |
| TD Capital Management LLC | 2.93% | Reduce -1.1% | 78,034 | $28.9M |
| Mesirow Financial Investment Management, Inc. | 0.56% | Add +3.4% | 77,853 | $28.9M |
| Legacy Financial Group, Inc. | 9.26% | Add +0.6% | 77,799 | $28.8M |
| GoalVest Advisory LLC | 7.93% | Reduce -0.2% | 77,761 | $28.8M |
| Evergreen Capital Management LLC | 0.96% | Reduce -3.8% | 77,099 | $28.6M |
| FWG Holdings, LLC | 13.97% | Add +22.2% | 74,968 | $28.4M |
| Marino, Stram & Associates LLC | 6.23% | Add +20.5% | 75,638 | $28.0M |
| Aire Advisors, LLC | 5.90% | Reduce -2.5% | 75,572 | $28.0M |
| Fifth Third Securities, Inc. | 2.36% | Add +1.3% | 75,455 | $28.0M |
| TD Private Client Wealth LLC | 0.77% | Reduce -1.4% | 75,267 | $27.9M |
| Mitchell McLeod Pugh & Williams Inc. | 5.77% | Add +7.7% | 75,166 | $27.9M |
| Lake Street Private Wealth, LLC | 4.56% | Add +3.8% | 74,977 | $27.8M |
| Compound Planning, Inc. | 1.27% | Add +152.7% | 74,873 | $27.8M |
| Tobias Financial Advisors, Inc. | 5.38% | Reduce -0.1% | 74,673 | $27.7M |
| Foundations Investment Advisors, LLC | 0.51% | Reduce -25.0% | 74,556 | $27.6M |
| CoreCap Advisors, LLC | 1.21% | Add +3.8% | 74,014 | $27.4M |
| HB Wealth Management, LLC | 0.23% | Add +9.2% | 73,572 | $27.3M |
| R. W. Roge & Company, Inc. | 14.81% | Reduce -3.1% | 72,906 | $27.0M |
| AE Wealth Management LLC | 0.23% | Reduce -10.3% | 72,791 | $27.0M |
| Brown Advisory Inc. | 0.04% | Reduce -14.5% | 72,641 | $26.9M |
| DeDora Capital, Inc. | 7.72% | Reduce -1.6% | 72,267 | $26.8M |
| Joel Isaacson & Co., LLC | 1.21% | Add +5.6% | 72,144 | $26.8M |
| Blankinship & Foster, LLC | 6.74% | Reduce -0.9% | 71,971 | $26.7M |
| Thrivent Financial for Lutherans | 0.06% | Reduce -47.7% | 69,081 | $26.5M |
| Trek Financial, LLC | 1.91% | Reduce -12.0% | 71,107 | $26.4M |
| Tilson Financial Group, Inc. | 10.36% | Add +15.5% | 70,633 | $26.2M |
| Great Valley Advisor Group, Inc. | 0.56% | Add +1.9% | 70,602 | $26.2M |
| Hill Island Financial LLC | 7.59% | Add +4.4% | 69,832 | $25.9M |
| Advisory Services Network, LLC | 0.49% | Reduce -37.7% | 69,211 | $25.7M |
| Evolution Advisers, Inc. | 13.46% | Add +8.4% | 74,097 | $25.6M |
| Cambridge Capital Management, LLC | 16.04% | Reduce -0.7% | 68,414 | $25.4M |
| Harbour Investments, Inc. | 0.73% | Add +1.6% | 68,407 | $25.4M |
| Wealth Management Strategies, Inc. | 16.89% | Add +13.9% | 68,101 | $25.3M |
| Lido Advisors, LLC | 0.15% | Add +2.8% | 67,983 | $25.2M |
| Clayton Financial Group LLC | 9.17% | Add +5.5% | 67,457 | $25.0M |
| Acorn Creek Capital LLC | 12.46% | Reduce -1.7% | 67,328 | $25.0M |
| Everett Harris & Co. | 0.32% | Add +0.7% | 66,987 | $24.8M |
| Arcadia Wealth Management, LLC | 12.23% | Add +0.5% | 66,822 | $24.8M |
| Anderson Hoagland & Co. | 2.94% | Reduce -0.1% | 75,180 | $24.8M |
| Onyx Bridge Wealth Group LLC | 3.54% | Add +141.6% | 66,635 | $24.7M |
| Brown Wealth Management, LLC | 8.49% | Add +4.3% | 66,590 | $24.7M |
| Acorn Financial Advisory Services Inc. | 4.46% | Reduce -33.5% | 66,486 | $24.7M |
| Karpus Management, Inc. | 0.80% | Add +1.1% | 66,366 | $24.6M |
| Financial Advisory Partners, LLC | 8.23% | Reduce -7.5% | 66,359 | $24.6M |
| Websterrogers Financial Advisors, LLC | 8.38% | Add +3.4% | 66,191 | $24.5M |
| Ellis Investment Partners, LLC | 5.03% | Add +0.5% | 65,623 | $24.3M |
| Cannon Financial Strategists, Inc. | 4.17% | Reduce -1.4% | 65,471 | $24.3M |
| Capital Wealth Management, LLC | 10.07% | Reduce -0.7% | 65,448 | $24.3M |
| Parker Financial LLC | 11.64% | Reduce -3.6% | 65,300 | $24.2M |
| Oak Hill Wealth Advisors, LLC | 5.58% | Add +1.9% | 64,911 | $24.1M |
| Procyon Advisors, LLC | 1.44% | Add +4.4% | 63,920 | $23.7M |
| Bragg Financial Advisors, Inc | 0.97% | Add +6.2% | 63,854 | $23.7M |
| Towerpoint Wealth, LLC | 11.63% | Reduce -6.0% | 63,285 | $23.5M |
| Financial Advisors Network, Inc. | 3.85% | Reduce -8.5% | 62,662 | $23.2M |
| Warner Financial, Inc. | 10.27% | Reduce -6.0% | 62,600 | $23.2M |
| Marmo Financial Group, LLC | 12.67% | Add +15.5% | 62,451 | $23.2M |
| Waterford Advisors, LLC | 9.55% | Add +3.0% | 62,075 | $23.0M |
| Peterson Wealth Services | 7.21% | Add +84.9% | 61,774 | $22.9M |
| Integrated Wealth Concepts LLC | 0.27% | Reduce -1.5% | 61,667 | $22.9M |
| Beaumont Financial Advisors, LLC | 1.78% | Reduce -1.1% | 61,271 | $22.7M |
| BTC Capital Management, Inc. | 2.07% | Add +43.7% | 61,169 | $22.7M |
| Hiley Hunt Wealth Management | 12.30% | Reduce -2.9% | 60,261 | $22.5M |
| Sovereign Financial Group, Inc. | 5.19% | Add +4.6% | 60,780 | $22.5M |
| Taylor Financial Group, Inc. | 15.56% | Add +1.1% | 60,307 | $22.4M |
| Archford Capital Strategies, LLC | 3.27% | Reduce -39.9% | 60,220 | $22.3M |
| Stephen J. Garry & Associates, LLC | 20.54% | Add +0.7% | 59,225 | $22.0M |
| Stratos Wealth Advisors, LLC | 1.20% | Reduce -8.1% | 59,163 | $21.9M |
| Brookwood Investment Group LLC | 3.77% | — | 59,121 | $21.9M |
| Prospera Financial Services Inc | 0.50% | Add +5.1% | 58,774 | $21.8M |
| Francis Financial, Inc. | 5.29% | Reduce -1.4% | 58,623 | $21.7M |
| Meridian Wealth Management, LLC | 1.04% | Add +3.5% | 57,990 | $21.5M |
| Cutler Investment Counsel LLC | 2.58% | Add +7.3% | 57,803 | $21.4M |
| Wealth Alliance Advisory Group, LLC | 4.43% | Add +29.9% | 57,682 | $21.4M |
| Gotham Asset Management | 0.18% | Add +38.4% | 57,542 | $21.3M |
| Associated Banc-Corp | 0.64% | Add +0.3% | 56,771 | $21.1M |
| Commerce Bank | 0.13% | Reduce -1.0% | 56,745 | $21.0M |
| Wellington Management Group LLP | 0.00% | Add +112.3% | 56,597 | $21.0M |
| Dagco, Inc. | 6.78% | Add +2.0% | 56,557 | $21.0M |
| Oppenheimer & Co. Inc. | 0.32% | Add +1.6% | 56,406 | $20.9M |
| Forvis Mazars Wealth Advisors, LLC | 0.50% | Reduce -7.8% | 55,952 | $20.7M |
| Crews Bank & Trust | 3.40% | Add +1.2% | 53,721 | $19.9M |
| Veery Capital, LLC | 7.68% | Add +3.2% | 53,266 | $19.8M |
| Investment Advisory Group, LLC | 6.60% | Add +9.2% | 53,236 | $19.7M |
| VestGen Advisors, LLC | 0.89% | — | 52,839 | $19.6M |
| Beacon Financial Group | 2.14% | Add +4.8% | 52,818 | $19.6M |
| IAG Wealth Partners, LLC | 3.03% | Add +14.1% | 52,551 | $19.5M |
| Creative Financial Designs Inc. | 1.55% | Add +4.2% | 52,236 | $19.4M |
| Dakota Wealth Management | 0.45% | Reduce -11.1% | 51,734 | $19.2M |
| Whitegate Investment Counselors, Inc. | 6.81% | Reduce -0.6% | 51,728 | $19.2M |
| Allspring Global Investments Holdings, LLC | 0.03% | Add +1.0% | 51,252 | $19.2M |
| J.W. Cole Advisors, Inc. | 0.59% | Reduce -25.7% | 51,512 | $19.1M |
| Bison Wealth, LLC | 1.78% | Add +13.1% | 51,471 | $19.1M |
| Moneco Advisors, LLC | 1.98% | Reduce -8.8% | 51,452 | $19.1M |
| Spreng Capital Management, Inc. | 8.84% | Add +1.7% | 51,238 | $19.0M |
| Christopher J. Hasenberg, Inc | 7.89% | New | 50,776 | $19.0M |
| Neuberger Berman Group LLC | 0.02% | Reduce -24.0% | 51,164 | $19.0M |
| Black Diamond Financial, LLC | 2.84% | Add +9.8% | 50,985 | $18.9M |
| Market Street Wealth Management Advisors LLC | 3.18% | Reduce -2.2% | 50,421 | $18.7M |
| Tenret Co LLC | 11.34% | Add +0.1% | 50,419 | $18.7M |
| Aspire Private Capital, LLC | 4.61% | Reduce -5.2% | 50,044 | $18.6M |
| IVC Wealth Advisors LLC | 9.65% | Reduce -3.5% | 48,357 | $17.9M |
| Kohmann Bosshard Financial Services, LLC | 2.10% | Reduce -0.3% | 47,921 | $17.8M |
| Advantage Trust Co | 10.73% | Reduce -1.7% | 47,759 | $17.7M |
| AdvisorNet Financial, Inc | 1.31% | Add +4.7% | 47,703 | $17.7M |
| Bay Harbor Wealth Management, LLC | 5.59% | Reduce -6.5% | 47,676 | $17.7M |
| Dominguez Wealth Management Solutions, Inc. | 12.95% | Add +6.5% | 47,669 | $17.7M |
| RFG Advisory, LLC | 0.48% | Add +10.2% | 47,576 | $17.6M |
| Ameritas Advisory Services, LLC | 0.71% | Reduce -0.7% | 45,616 | $17.6M |
| Baron Silver Stevens Financial Advisors, LLC | 3.08% | Reduce -4.9% | 47,514 | $17.6M |
| Flagship Wealth Advisors, LLC | 7.40% | Add +19.6% | 47,383 | $17.6M |
| Leeward Financial Partners, LLC | 6.52% | Add +1.9% | 47,039 | $17.4M |
| Delta Financial Group, Inc. | 3.96% | Add +2.1% | 44,522 | $17.3M |
| Regent Peak Wealth Advisors LLC | 4.09% | Reduce -13.7% | 46,702 | $17.3M |
| Regal Investment Advisors LLC | 1.40% | Add +3.0% | 46,485 | $17.2M |
| Rochester Wealth Strategies, LLC | 13.64% | — | 46,321 | $17.2M |
| Signet Financial Management, LLC | 2.31% | Reduce -6.3% | 46,203 | $17.1M |
| Legacy Edge Advisors, LLC | 2.67% | Reduce -0.7% | 46,192 | $17.1M |
| REAP Financial Group, LLC | 4.24% | Add +22.1% | 46,164 | $17.1M |
| Prosperity Planning, Inc. | 7.60% | Add +1.0% | 45,497 | $16.9M |
| Manchester Capital Management LLC | 2.06% | Reduce -0.1% | 45,329 | $16.8M |
| Milestone Investment Advisors LLC | 4.64% | Reduce -6.4% | 45,091 | $16.7M |
| Baltimore-Washington Financial Advisors, Inc. | 0.90% | Add +8.4% | 45,083 | $16.7M |
| Noble Family Wealth, LLC | 4.59% | Reduce -10.5% | 45,000 | $16.7M |
| Founders Grove Wealth Partners, LLC | 4.65% | Add +5.0% | 44,991 | $16.7M |
| O'Brien Wealth Partners LLC | 3.06% | Add +0.1% | 44,381 | $16.5M |
| GPS Wealth Strategies Group, LLC | 2.22% | Add +17.6% | 44,370 | $16.5M |
| VeraBank, N.A. | 4.56% | Add +18.8% | 44,035 | $16.3M |
| Synergy Investment Management, LLC | 6.81% | Add +0.8% | 43,961 | $16.3M |
| GenTrust, LLC | 0.78% | No change | 43,906 | $16.3M |
| Robinswood Financial LLC | 5.87% | Reduce -1.2% | 42,805 | $15.9M |
| Stratos Wealth Partners, LTD. | 0.24% | Add +4.7% | 42,643 | $15.8M |
| Gill Capital Partners, LLC | 5.43% | Add +4.4% | 42,254 | $15.7M |
| OneDigital Investment Advisors LLC | 0.18% | Reduce -20.0% | 41,554 | $15.4M |
| Roof Eidam Maycock Peralta, LLC | 4.08% | Add +0.9% | 41,428 | $15.4M |
| Leonard Rickey Investment Advisors P.L.L.C. | 3.29% | Add +6.9% | 42,047 | $15.2M |
| NORTHSTAR ASSET MANAGEMENT Co | 3.68% | Add +16.7% | 41,091 | $15.2M |
| LaSalle St. Investment Advisors, LLC | 3.58% | Add +12.7% | 40,990 | $15.2M |
| 25 LLC | 6.26% | Add +7.1% | 40,825 | $15.1M |
| Topel & Distasi Wealth Management, LLC | 7.06% | Add +2.8% | 40,779 | $15.1M |
| Olistico Wealth, LLC | 9.32% | Reduce -4.2% | 38,616 | $15.1M |
| Falcon Wealth Planning | 1.67% | Add +7.4% | 40,466 | $15.0M |
| SCS Capital Management LLC | 0.19% | Add +24.0% | 40,452 | $15.0M |
| Robertson Stephens Wealth Management, LLC | 0.56% | Reduce -32.3% | 40,399 | $15.0M |
| Geneos Wealth Management Inc. | 0.50% | Add +12.6% | 40,229 | $14.9M |
| Heartwood Wealth Advisors LLC | 1.70% | Reduce -17.5% | 40,154 | $14.9M |
| Quantinno Capital Management LP | 0.10% | Add +39.8% | 40,132 | $14.9M |
| Focus Partners Advisor Solutions, LLC | 0.23% | Add +7.2% | 40,093 | $14.9M |
| Silicon Valley Capital Partners | 1.94% | Reduce -0.2% | 40,119 | $14.9M |
| Kennicott Capital Management LLC | 9.67% | Reduce -0.2% | 39,952 | $14.8M |
| Obsidian Cio, LLC | 2.41% | Add +13.2% | 39,939 | $14.8M |
| Werba Rubin Papier Wealth Management | 3.22% | Add +7.1% | 39,922 | $14.8M |
| Stage Harbor Financial, LLC | 12.50% | Add +4.3% | 39,813 | $14.8M |
| Planning Alternatives Ltd. | 2.25% | Reduce -0.6% | 39,648 | $14.7M |
| Oak Root LLC | 1.97% | Add +38.6% | 39,622 | $14.7M |
| Quotient Wealth Partners, LLC | 0.47% | Reduce -0.8% | 39,597 | $14.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.06% | Reduce -26.9% | 39,500 | $14.6M |
| Salomon & Ludwin, LLC | 1.56% | Reduce -1.7% | 39,399 | $14.6M |
| FC Advisory LLC | 4.92% | Add +2.7% | 39,283 | $14.6M |
| Lokken Investment Group LLC | 6.13% | Add +8.6% | 39,192 | $14.5M |
| Cyndeo Wealth Partners, LLC | 0.95% | Add +0.2% | 39,191 | $14.5M |
| Matrix Private Capital Group LLC | 8.58% | Add +2.4% | 38,689 | $14.3M |
| StoneX Group Inc. | 0.79% | Add +8.4% | 38,641 | $14.3M |
| Romano Brothers and Company | 1.84% | Add +4.4% | 38,439 | $14.3M |
| SWP Financial LLC | 8.61% | Add +9.5% | 38,025 | $14.1M |
| Cora Capital Advisors LLC | 6.72% | Add +2.1% | 37,802 | $14.0M |
| Aries Wealth Management | 3.77% | Add +1.1% | 37,475 | $13.9M |
| Keeler & Nadler Financial Planning & Wealth Management | 6.26% | Reduce -3.2% | 37,486 | $13.9M |
| Titleist Asset Management, LLC | 1.60% | Add +23.4% | 37,105 | $13.8M |
| Consolidated Portfolio Review Corp | 2.20% | Add +1.1% | 36,969 | $13.7M |
| Watershed Private Wealth LLC | 5.45% | Add +3.6% | 36,787 | $13.6M |
| Howard Wealth Management, LLC | 7.58% | Reduce -2.5% | 36,675 | $13.6M |
| CIBC Private Wealth Group LLC | 0.03% | Reduce -4.0% | 41,101 | $13.5M |
| Synovus Financial Corp. | 0.17% | Add +3.2% | 36,401 | $13.5M |
| Financial Insights, Inc. | 5.36% | Reduce -10.8% | 36,342 | $13.5M |
| Sapient Capital LLC | 0.27% | Add +12.2% | 36,307 | $13.5M |
| Savant Capital, LLC | 0.11% | Reduce -4.0% | 36,125 | $13.4M |
| Krilogy Financial LLC | 0.86% | Add +14.5% | 35,920 | $13.3M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2.02% | Reduce -1.2% | 35,851 | $13.3M |
| Arete Wealth Advisors, LLC | 1.01% | Add +8.1% | 35,805 | $13.3M |
| DDFG, Inc | 3.67% | Reduce -5.1% | 35,671 | $13.2M |
| Snowden Capital Advisors LLC | 0.42% | Add +0.1% | 35,479 | $13.2M |
| Rodgers & Associates, LTD | 1.60% | Add +1.7% | 35,476 | $13.2M |
| Impact Partnership Wealth, LLC | 2.81% | Add +5.1% | 35,446 | $13.1M |
| Ashton Thomas Private Wealth, LLC | 0.50% | Add +15.7% | 35,345 | $13.1M |
| Sandy Spring Bank | 0.55% | Add +7.6% | 35,338 | $13.1M |
| Gemmer Asset Management LLC | 1.31% | Add +0.2% | 35,320 | $13.1M |
| Prostatis Group LLC | 4.11% | Add +40.8% | 35,107 | $13.0M |
| Ausdal Financial Partners, Inc. | 0.98% | Add +91.0% | 35,019 | $13.0M |
| Five Pine Wealth Management | 10.52% | Add +10.3% | 34,851 | $12.9M |
| Addison Advisors LLC | 3.52% | Reduce -0.3% | 34,834 | $12.9M |
| Mechanics Bank Trust Department | 1.76% | Reduce -5.8% | 34,788 | $12.9M |
| Financial Connections Group, Inc. | 5.79% | Reduce -1.8% | 34,772 | $12.9M |
| Hohimer Wealth Management, LLC | 2.52% | Add +0.7% | 34,473 | $12.8M |
| O'shaughnessy Asset Management, LLC | 0.10% | Add +2.2% | 34,212 | $12.7M |
| Safir Wealth Advisors, LLC | 10.03% | Reduce -2.8% | 34,090 | $12.6M |
| Beacon Bridge Wealth Partners, LLC | 5.35% | Add +7.4% | 33,842 | $12.5M |
| Koshinski Asset Management, Inc. | 1.07% | Reduce -11.5% | 33,823 | $12.5M |
| Berger Financial Group, Inc | 0.87% | Add +1.1% | 33,812 | $12.5M |
| Great Diamond Partners, LLC | 3.43% | Reduce -2.8% | 33,811 | $12.5M |
| Marshall Financial Group Inc. | 3.94% | Add +2.2% | 33,732 | $12.5M |
| Bristlecone Advisors, LLC | 1.02% | Reduce -1.0% | 33,633 | $12.5M |
| Mutual Advisors, LLC | 0.36% | Reduce -11.9% | 33,102 | $12.5M |
| Cornerstone Advisory, LLC | 1.45% | Add +19.6% | 32,469 | $12.5M |
| Integrity Alliance, Llc. | 0.49% | Add +2314.9% | 33,543 | $12.4M |
| Enclave Advisors LLC | 2.11% | Add +15.7% | 33,372 | $12.4M |
| Horizon Family Wealth, Inc. | 8.20% | Reduce -3.5% | 33,164 | $12.3M |
| Eagle Strategies LLC | 2.13% | Add +22.7% | 33,043 | $12.3M |
| Hurlow Wealth Management Group, Inc. | 3.81% | Reduce -0.4% | 32,857 | $12.2M |
| CX Institutional | 0.46% | Add +31.7% | 32,801 | $12.2M |
| Capital Analysts, LLC | 0.45% | Add +17.8% | 32,775 | $12.2M |
| Hilltop Holdings Inc. | 0.76% | Add +5.1% | 32,682 | $12.1M |
| NWF Advisory Services Inc. | 1.68% | Reduce -1.3% | 32,292 | $12.0M |
| Smith & Howard Wealth Management, LLC | 3.27% | Add +19.5% | 32,288 | $12.0M |
| Valeo Financial Advisors, LLC | 0.33% | Add +59.5% | 31,880 | $11.8M |
| Sowell Financial Services LLC | 0.54% | Reduce -12.6% | 31,844 | $11.8M |
| Citizens Financial Group Inc. | 0.23% | Reduce -1.3% | 31,459 | $11.7M |
| Clarius Group, LLC | 0.73% | Reduce -1.1% | 31,425 | $11.7M |
| Novem Group | 1.62% | Add +1.5% | 30,881 | $11.5M |
| Kingsview Wealth Management, LLC | 0.22% | Reduce -4.7% | 30,879 | $11.5M |
| Manuka Financial, LLC | 7.36% | Add +1.9% | 30,627 | $11.4M |
| Uptown Financial Advisors LLC | 11.70% | Add +3.7% | 30,530 | $11.3M |
| N.E.W. Advisory Services LLC | 0.86% | Add +19.4% | 30,352 | $11.3M |
| First Heartland Consultants, Inc. | 1.16% | Reduce -16.6% | 30,339 | $11.3M |
| Capital Advisors, Ltd. LLC | 1.48% | Reduce -2.8% | 30,278 | $11.2M |
| Clearstead Advisors, LLC | 0.17% | Reduce -2.4% | 30,253 | $11.2M |
| Gladstone Institutional Advisory LLC | 0.52% | Add +12.6% | 30,160 | $11.2M |
| Independent Financial Group, LLC | 0.38% | Add +5.2% | 30,090 | $11.2M |
| Yeomans Consulting Group, Inc. | 4.30% | Reduce -40.4% | 30,030 | $11.1M |
| MCF Advisors LLC | 0.80% | Reduce -0.1% | 29,987 | $11.1M |
| Johnson Investment Counsel Inc. | 0.11% | Add +8.1% | 29,914 | $11.1M |
| IHT Wealth Management, LLC | 0.35% | Add +6.5% | 29,804 | $11.1M |
| Kathmere Capital Management, LLC | 0.94% | Add +5.0% | 29,691 | $11.0M |
| JMG Financial Group, Ltd. | 0.37% | Add +0.2% | 29,680 | $11.0M |
| Regions Financial Corp. | 0.08% | Reduce -1.4% | 29,343 | $10.9M |
| Nations Financial Group Inc, /Ia/ | 0.83% | Add +1.2% | 29,321 | $10.9M |
| Integral Investment Advisors, Inc. | 3.46% | Add +6.6% | 29,201 | $10.8M |
| NewEdge Wealth, LLC | 0.20% | Add +2.2% | 29,178 | $10.8M |
| UMB Bank, n.a. | 0.18% | Reduce -3.5% | 29,130 | $10.8M |
| Thrive Wealth Management, LLC | 2.06% | Reduce -7.4% | 29,121 | $10.8M |
| Graham Capital Management, L.P. | 0.50% | New | 29,000 | $10.8M |
| Westwood Holdings Group Inc. | 0.08% | Reduce -6.3% | 28,956 | $10.7M |
| One Charles Private Wealth Services, LLC | 3.47% | Add +14.5% | 28,879 | $10.7M |
| Dodds Wealth, LLC | 3.48% | Reduce -0.0% | 28,794 | $10.7M |
| Trust Co of the South | 2.21% | Add +69.3% | 28,537 | $10.6M |
| Fusion Capital, LLC | 4.02% | Add +7.5% | 28,463 | $10.6M |
| Facet Wealth, Inc. | 0.27% | Add +113.9% | 27,252 | $10.5M |
| Cranbrook Wealth Management, LLC | 2.43% | Reduce -2.3% | 28,265 | $10.5M |
| Payne Capital Management, LLC | 4.43% | Reduce -3.1% | 28,009 | $10.4M |
| BLB&B Advisors, LLC | 0.53% | No change | 27,991 | $10.4M |
| Caprock Group, LLC | 0.32% | Add +55.1% | 27,962 | $10.4M |
| Financial Counselors Inc. | 0.16% | Reduce -26.1% | 27,909 | $10.3M |
| Clark Financial Services Group Inc. | 7.15% | Add +2.2% | 27,830 | $10.3M |
| Certus Wealth Management, LLC | 7.01% | Add +2.3% | 25,547 | $10.3M |
| Integrity Wealth Solutions LLC | 5.57% | Reduce -0.7% | 27,725 | $10.3M |
| GW Henssler & Associates Ltd. | 0.59% | Add +22.4% | 27,721 | $10.3M |
| Wealthcare Advisory Partners LLC | 0.28% | Reduce -1.5% | 27,652 | $10.3M |
| Lindbrook Capital, LLC | 0.94% | Reduce -3.6% | 27,496 | $10.2M |
| Kraft, Davis & Associates, LLC | 3.27% | Reduce -1.8% | 28,951 | $10.2M |
| Flagship Harbor Advisors, LLC | 0.53% | Reduce -3.4% | 27,357 | $10.1M |
| Hubbell Strickland Wealth Management, LLC | 4.78% | Reduce -1.1% | 27,255 | $10.1M |
| Birnam Oak Advisors, LP | 4.21% | No change | 27,100 | $10.0M |
| Oak Harvest Investment Services | 1.40% | Add +8.0% | 26,993 | $10.0M |
| Elevated Capital Advisors, LLC | 2.78% | Reduce -7.1% | 26,775 | $9.9M |
| Ironsides Asset Advisors, LLC | 2.90% | Reduce 0.0% | 26,612 | $9.9M |
| Root Financial Partners, LLC | 1.05% | Add +172.3% | 26,608 | $9.9M |
| Texas Yale Capital Corp. | 0.40% | Reduce -0.8% | 26,539 | $9.8M |
| Agf Management Ltd. | 0.05% | Reduce -3.5% | 26,529 | $9.8M |
| Ascent Group, LLC | 0.42% | Reduce -6.8% | 26,514 | $9.8M |
| Orser Capital Management, LLC | 7.21% | Reduce -12.1% | 26,467 | $9.8M |
| Harbor Investment Advisory, LLC | 0.95% | Reduce -0.0% | 26,460 | $9.8M |
| IFG Advisory, LLC | 0.54% | Add +1.1% | 26,460 | $9.8M |
| Mayfair Advisory Group, LLC | 5.65% | Add +0.6% | 26,432 | $9.8M |
| Novak & Powell Financial Services, Inc. | 6.09% | Reduce -2.5% | 26,416 | $9.8M |
| Alpine Bank Wealth Management | 1.56% | — | 26,270 | $9.7M |
| Financial Life Advisors | 3.62% | Reduce -1.2% | 26,178 | $9.7M |
| Segment Wealth Management, LLC | 0.65% | No change | 25,926 | $9.6M |
| PCA Investment Advisory Services Inc. | 5.05% | Add +13.4% | 25,742 | $9.5M |
| Founders Financial Securities LLC | 0.81% | Reduce -14.8% | 25,374 | $9.5M |
| Ethos Financial Group, LLC | 0.92% | Add +0.6% | 23,567 | $9.5M |
| First National Bank of Omaha | 0.65% | Add +0.7% | 25,708 | $9.5M |
| QRG Capital Management, Inc. | 0.10% | Reduce -6.3% | 25,627 | $9.5M |
| Wedbush Securities Inc. | 0.35% | Reduce -2.9% | 25,499 | $9.5M |
| SouthState Bank Corp | 0.43% | Add +28.5% | 25,357 | $9.4M |
| Bath Savings Trust Co | 0.97% | Reduce -2.0% | 25,344 | $9.4M |
| Lansing Street Advisors | 3.14% | Reduce -0.7% | 25,330 | $9.4M |
| BIP Wealth, LLC | 0.61% | Add +116.4% | 25,247 | $9.4M |
| Curran Financial Partners, LLC | 2.29% | Add +36.9% | 25,155 | $9.3M |
| Gentry Private Wealth, LLC | 7.67% | Add +3527.3% | 25,137 | $9.3M |
| Columbia River Financial Group, LLC | 6.18% | Reduce -7.9% | 24,946 | $9.3M |
| Kathleen S. Wright Associates Inc. | 3.81% | Add +2.6% | 24,846 | $9.2M |
| McAlister, Sweet & Associates, Inc. | 6.89% | New | 24,535 | $9.1M |
| Nabity-Jensen Investment Management Inc | 7.23% | Reduce -1.3% | 24,530 | $9.1M |
| Capital Investment Advisory Services, LLC | 0.81% | Add +4.5% | 24,475 | $9.1M |
| Main Line Retirement Advisors, LLC | 5.88% | Add +1.4% | 24,427 | $9.1M |
| Goodman Advisory Group, LLC | 2.76% | Reduce -6.1% | 24,420 | $9.1M |
| Claris Financial LLC | 5.94% | No change | 22,026 | $9.0M |
| CWS Financial Advisors, LLC | 2.84% | Add +6.9% | 24,220 | $9.0M |
| Semmax Financial Advisors Inc. | 2.40% | Reduce -1.2% | 22,903 | $8.9M |
| Riversedge Advisors, LLC | 1.97% | Add +8.5% | 23,865 | $8.8M |
| Petix & Botte Co | 2.30% | Reduce -3.7% | 23,511 | $8.7M |
| Wilmington Savings Fund Society, FSB | 0.16% | Reduce -13.2% | 23,287 | $8.6M |
| Von Berge Wealth Management Group, LLC | 5.55% | Reduce -2.0% | 23,200 | $8.6M |
| Wellspring Financial Advisors, LLC | 0.96% | Reduce -0.1% | 943,782 | $8.6M |
| Ritholtz Wealth Management | 0.26% | Add +39.9% | 23,054 | $8.5M |
| Cornerstone Wealth Management, LLC | 0.58% | Reduce -3.6% | 22,982 | $8.5M |
| Hofer & Associates. Inc | 5.68% | Add +0.2% | 22,554 | $8.4M |
| ERn Financial, LLC | 1.32% | Reduce -0.2% | 22,513 | $8.3M |
| Madison Park Capital Advisors, LLC | 7.28% | Add +1.7% | 22,392 | $8.3M |
| Csenge Advisory Group | 0.47% | Reduce -3.4% | 23,397 | $8.2M |
| LongView Wealth Management | 2.47% | Reduce -1.3% | 22,177 | $8.2M |
| Angeles Investment Advisors, LLC | 0.44% | Reduce -19.9% | 21,990 | $8.2M |
| Kendall Capital Management | 2.38% | Add +8.1% | 21,813 | $8.1M |
| First United Bank & Trust | 3.01% | Reduce -7.3% | 21,722 | $8.1M |
| Intergy Private Wealth, LLC | 3.06% | Reduce -1.7% | 21,710 | $8.1M |
| Bleakley Financial Group, LLC | 0.26% | Add +0.9% | 21,675 | $8.0M |
| Verdence Capital Advisors LLC | 0.61% | Reduce -5.8% | 21,596 | $8.0M |
| Washington Trust Advisors, Inc. | 0.71% | Reduce -1.6% | 21,590 | $8.0M |
| Clearwater Capital Advisors, LLC | 0.77% | Reduce -0.1% | 21,560 | $8.0M |
| Woodside Wealth Management LLC | 7.41% | — | 21,550 | $8.0M |
| TPG Financial Advisors, LLC | 3.51% | Add +64.2% | 21,434 | $7.9M |
| Brio Consultants, LLC | 1.24% | Add +4.3% | 21,341 | $7.9M |
| GC Wealth Management RIA, LLC | 1.45% | Add +10.3% | 21,309 | $7.9M |
| Mathes Company, Inc. | 3.23% | Reduce -1.9% | 21,220 | $7.9M |
| Perennial Investment Advisors, LLC | 0.88% | Add +1.4% | 21,082 | $7.8M |
| Bonfire Financial | 7.19% | Reduce -4.3% | 21,026 | $7.8M |
| Park Avenue Securities LLC | 0.10% | Add +23.9% | 20,984 | $7.8M |
| Acropolis Investment Management, LLC | 0.46% | Reduce -13.8% | 20,964 | $7.8M |
| Hollencrest Capital Management | 0.34% | Add +0.1% | 20,885 | $7.7M |
| Yoder Wealth Management, Inc. | 4.35% | Reduce -1.3% | 20,857 | $7.7M |
| D. E. Shaw & Co. | 0.01% | New | 20,806 | $7.7M |
| Register Financial Advisors LLC | 4.01% | Add +3.1% | 20,773 | $7.7M |
| Fonville Wealth Management LLC | 2.26% | Add +19.3% | 20,642 | $7.7M |
| Fourth Dimension Wealth, LLC | 3.71% | Reduce -0.1% | 20,704 | $7.7M |
| Wealthspire Retirement, LLC | 0.61% | Reduce -8.5% | 20,682 | $7.7M |
| Wells Financial Advisors INC | 10.50% | Add +3.1% | 20,539 | $7.6M |
| Agate Pass Investment Management, LLC | 3.26% | Add +5.3% | 20,528 | $7.6M |
| MidAtlantic Capital Management, Inc. | 5.96% | Add +0.2% | 20,450 | $7.6M |
| Dravo Bay LLC | 4.01% | Reduce -13.7% | 20,428 | $7.6M |
| Tudor Investment Corporation | 0.07% | Add +60.5% | 20,371 | $7.6M |
| Visionary Wealth Advisors | 0.45% | Add +2.1% | 20,321 | $7.5M |
| Marcum Wealth, LLC | 0.65% | Reduce -0.6% | 20,293 | $7.5M |
| Royal Fund Management, LLC | 0.89% | Reduce -1.5% | 20,222 | $7.5M |
| Freedom Financial Partners LLC | 3.49% | Add +0.4% | 20,225 | $7.5M |
| Latigo Investments, LLC | 3.99% | No change | 20,176 | $7.5M |
| Rinkey Investments | 2.37% | Add +11.2% | 20,131 | $7.5M |
| Calton & Associates, Inc. | 1.70% | Add +11.0% | 20,114 | $7.5M |
| Coastal Bridge Advisors, LLC | 1.06% | Add +7.5% | 20,010 | $7.4M |
| Laurel Wealth Advisors LLC | 1.16% | Reduce -2.6% | 20,008 | $7.4M |
| SOL Capital Management CO | 0.82% | Add +5.7% | 19,952 | $7.4M |
| Angeles Wealth Management, LLC | 0.61% | Add +0.8% | 19,841 | $7.4M |
| Riverview Capital Advisers, LLC | 2.30% | Reduce -1.6% | 19,701 | $7.3M |
| First PREMIER Bank | 1.84% | Add +16.5% | 19,579 | $7.3M |
| Tide Cove Capital Partners LLC | 6.31% | Reduce -0.6% | 19,557 | $7.3M |
| Dentgroup LLC | 5.41% | Reduce -0.1% | 19,451 | $7.2M |
| Sightline Wealth Advisors, LLC | 3.78% | Add +11.5% | 19,334 | $7.2M |
| Pine Valley Investments Ltd Liability Co | 0.46% | Add +2.1% | 19,252 | $7.1M |
| Ogorek Anthony Joseph /NY/ | 2.35% | Reduce -0.9% | 19,228 | $7.1M |
| MTC Wealth Management LLC | 3.48% | Add +212.5% | 19,130 | $7.1M |
| Essex Financial Services, Inc. | 0.51% | Add +11.1% | 19,116 | $7.1M |
| Wind River Trust Co | 3.03% | Reduce -4.9% | 19,070 | $7.1M |
| Horizon Bancorp Inc. | 3.99% | Reduce -33.1% | 19,050 | $7.1M |
| Cardiff Park Advisors, LLC | 0.68% | Reduce -31.7% | 19,049 | $7.1M |
| Jackson Wealth Management, LLC | 0.85% | Reduce -33.0% | 18,971 | $7.0M |
| Gallagher Fiduciary Advisors, LLC | 0.23% | Add +4.1% | 18,933 | $7.0M |
| Spire Wealth Management | 0.22% | Reduce -1.9% | 18,620 | $6.9M |
| McKinley Carter Wealth Services, Inc. | 0.42% | Reduce -1.5% | 18,567 | $6.9M |
| Watts Gwilliam & Co., LLC | 1.49% | Add +1.4% | 18,567 | $6.9M |
| Arkadios Wealth Advisors | 0.26% | Add +70.7% | 18,559 | $6.9M |
| St. Louis Trust Co | 0.99% | Reduce -1.3% | 18,522 | $6.9M |
| Mustard Seed Financial, LLC | 5.51% | Add +6.2% | 18,476 | $6.9M |
| Richmond Investment Services, LLC | 3.71% | Add +145.4% | 18,416 | $6.8M |
| Pine Harbor Wealth Management, LLC | 2.72% | Add +3.0% | 18,354 | $6.8M |
| Diversified Portfolios, Inc. | 0.72% | Reduce -1.1% | 18,350 | $6.8M |
| Osborne Partners Capital Management, LLC | 0.39% | Reduce -1.4% | 18,273 | $6.8M |
| Parallel Advisors, LLC | 0.15% | Add +3.1% | 18,270 | $6.8M |
| Prestige Wealth Management Group LLC | 1.45% | Reduce -16.0% | 18,252 | $6.8M |
| Simmons Bank | 0.50% | Reduce -4.1% | 18,046 | $6.7M |
| Emerald Advisors, LLC | 0.89% | Add +4.5% | 17,978 | $6.7M |
| Tower View Wealth Management LLC | 3.87% | Add +13.0% | 17,907 | $6.6M |
| Apollon Wealth Management, LLC | 0.15% | Reduce -5.4% | 17,907 | $6.6M |
| Bluespring Wealth Management, LLC | 0.67% | Reduce -7.0% | 17,837 | $6.6M |
| Horizon Investments, LLC | 0.20% | Add +26.8% | 17,685 | $6.6M |
| Northstar Group, Inc. | 1.11% | Add +0.3% | 17,663 | $6.5M |
| Glen Eagle Advisors, LLC | 1.08% | Add +9.6% | 17,545 | $6.5M |
| Abbot Financial Management, Inc. | 3.37% | Add +0.3% | 17,510 | $6.5M |
| Nicolet Advisory Services, LLC | 0.64% | Reduce -0.8% | 18,339 | $6.5M |
| Clarus Wealth Advisors | 3.42% | Add +19.8% | 17,397 | $6.4M |
| Defined Wealth Management, LLC | 4.30% | Reduce -12.6% | 17,246 | $6.4M |
| LifeGoal Investments, LLC | 6.89% | Add +33.8% | 17,216 | $6.4M |
| Disciplined Investments, LLC | 2.93% | Reduce -2.0% | 17,196 | $6.4M |
| Crown Wealth Group, LLC | 3.31% | Reduce -2.8% | 17,195 | $6.4M |
| Weinberger Asset Management, Inc | 2.73% | Reduce -1.2% | 17,192 | $6.4M |
| Vicus Capital | 0.59% | Add +3.6% | 17,172 | $6.4M |
| Kure Advisory, LLC | 4.80% | — | 17,155 | $6.4M |
| Drucker Wealth 3.0, LLC | 1.40% | Reduce -24.1% | 17,108 | $6.3M |
| WealthShield Partners, LLC | 0.82% | Add +7.2% | 17,093 | $6.3M |
| Scott & Selber, Inc. | 2.02% | Reduce -0.0% | 17,012 | $6.3M |
| Kovack Advisors, Inc. | 0.66% | Reduce -7.0% | 16,930 | $6.3M |
| Keystone Financial Group | 0.63% | Reduce -0.8% | 16,718 | $6.2M |
| Rehmann Capital Advisory Group | 0.39% | Reduce -5.3% | 16,682 | $6.2M |
| Zions Bancorporation, National Association | 0.39% | — | 16,670 | $6.2M |
| Capital Planning LLC | 1.72% | Add +0.5% | 16,562 | $6.1M |
| Continuum Wealth Advisors, LLC | 3.15% | Add +2.6% | 16,549 | $6.1M |
| Wescott Financial Advisory Group, LLC | 0.63% | Reduce -8.5% | 16,424 | $6.1M |
| Brighton Jones LLC | 0.20% | Reduce -3.0% | 16,408 | $6.1M |
| Apex Wealth Management, LLC | 5.44% | Reduce -6.1% | 16,313 | $6.0M |
| Alexis Investment Partners, LLC | 2.88% | Add +5.3% | 16,250 | $6.0M |
| Farther Finance Advisors, LLC | 0.15% | Add +3.4% | 16,086 | $6.0M |
| Element Pointe Advisors, LLC | 1.46% | No change | 16,190 | $6.0M |
| Campbell Deegan Wealth Management, LLC | 6.85% | Reduce -2.1% | 16,048 | $6.0M |
| VSM Wealth Advisory, LLC | 2.14% | Add +35.8% | 16,047 | $6.0M |
| GSG Advisors LLC | 1.95% | Add +20.5% | 16,178 | $6.0M |
| Aveo Capital Partners, LLC | 0.99% | Reduce -24.3% | 15,454 | $5.9M |
| First American Trust, FSB | 0.54% | Add +71.1% | 15,959 | $5.9M |
| SBI Securities Co., Ltd. | 0.20% | Add +10.7% | 15,928 | $5.9M |
| M3 Advisory Group, LLC | 4.67% | Reduce -1.2% | 15,926 | $5.9M |
| MA Private Wealth | 1.10% | No change | 15,818 | $5.9M |
| NFSG Corp | 1.42% | Add +30.9% | 15,724 | $5.8M |
| Avion Wealth | 1.49% | Add +0.1% | 14,165 | $5.8M |
| Cumberland Advisors Inc. | 2.63% | Add +0.3% | 15,673 | $5.8M |
| Willis Johnson & Associates, Inc. | 0.44% | Reduce -6.0% | 15,661 | $5.8M |
| Patriot Financial Group Insurance Agency, LLC | 0.78% | Add +22.3% | 15,634 | $5.8M |
| Smartleaf Asset Management LLC | 0.56% | Add +86.5% | 15,591 | $5.8M |
| Infinity Wealth Counsel, LLC | 6.19% | Add +2.0% | 15,474 | $5.7M |
| Uptick Partners, LLC | 1.94% | Add +3.9% | 15,445 | $5.7M |
| Planning Directions Inc. | 2.44% | Add +22.3% | 15,387 | $5.7M |
| Empower Advisory Group, LLC | 0.02% | Reduce -0.9% | 15,364 | $5.7M |
| Security Financial Services, INC. | 1.13% | Add +22.9% | 15,322 | $5.7M |
| HTG Investment Advisors, Inc. | 2.37% | Add +1.3% | 15,303 | $5.7M |
| Quadcap Wealth Management, LLC | 0.82% | Reduce -5.8% | 15,213 | $5.6M |
| Journey Beyond Wealth, LLC | 5.23% | Add +5.8% | 15,099 | $5.6M |
| Renaissance Technologies | 0.01% | Add +7.1% | 15,000 | $5.6M |
| Advisory Alpha, LLC | 0.19% | Reduce -2.1% | 14,910 | $5.5M |
| Twin Focus Capital Partners, LLC | 0.86% | Reduce -17.4% | 14,909 | $5.5M |
| FDx Advisors, Inc. | 1.79% | Reduce -6.6% | 14,881 | $5.5M |
| Brown Brothers Harriman & Co. | 0.04% | Reduce -1.5% | 14,803 | $5.5M |
| High Net Worth Advisory Group LLC | 1.54% | Add +1.9% | 14,683 | $5.4M |
| Cohen Klingenstein LLC | 0.20% | Add +0.1% | 14,658 | $5.4M |
| NCM Capital Management, LLC | 2.43% | Add +4.3% | 14,596 | $5.4M |
| Polen Capital Management LLC | 0.02% | Reduce -62.6% | 14,589 | $5.4M |
| Insight Advisors, LLC/ PA | 0.95% | Add +0.4% | 14,577 | $5.4M |
| Capital Planning Advisors, LLC | 0.83% | Reduce -3.4% | 14,573 | $5.4M |
| AlTi Global, Inc. | 0.14% | Reduce -32.1% | 14,515 | $5.4M |
| Chris Bulman Inc | 3.40% | Reduce -4.3% | 14,513 | $5.4M |
| Warwick Investment Management, Inc. | 1.11% | Add +45.5% | 14,415 | $5.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.14% | Add +116.2% | 14,321 | $5.3M |
| Private Wealth Asset Management, LLC | 0.76% | — | 14,273 | $5.3M |
| Zhang Financial LLC | 0.28% | Add +40.8% | 14,259 | $5.3M |
| Marshall & Sterling Wealth Advisors Inc. | 3.59% | Reduce -24.5% | 14,232 | $5.3M |
| Cascades Capital Asset Management, LLC | 2.90% | Reduce -1.0% | 14,195 | $5.3M |
| Glass Jacobson Investment Advisors llc | 1.72% | No change | 12,752 | $5.2M |
| Sigma Planning Corp | 0.17% | Add +22.5% | 14,114 | $5.2M |
| Pandora Wealth, Inc. | 3.44% | — | 14,103 | $5.2M |
| Smith, Moore & Co. | 0.48% | Reduce -0.7% | 14,078 | $5.2M |
| Dopkins Wealth Management, LLC | 2.65% | Add +0.3% | 14,064 | $5.2M |
| Western Wealth Management, LLC | 0.35% | Reduce -12.1% | 14,033 | $5.2M |
| Worth Asset Management, LLC | 2.83% | Reduce -44.4% | 13,961 | $5.2M |
| GFS Advisors, LLC | 1.03% | No change | 13,872 | $5.1M |
| Revolve Wealth Partners, LLC | 0.74% | Reduce -0.4% | 13,819 | $5.1M |
| Hexagon Capital Partners LLC | 0.97% | Reduce -2.0% | 13,794 | $5.1M |
| Peak Retirement Planning, Inc. | 2.83% | Add +41.5% | 13,718 | $5.1M |
| Laraway Financial Advisors Inc | 4.03% | Add +15.3% | 13,689 | $5.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.09% | Reduce -1.8% | 13,618 | $5.0M |
| Strategic Financial Concepts, LLC | 0.94% | Reduce -0.8% | 13,548 | $5.0M |
| Droms Strauss Advisors Inc. /Mo/ | 1.72% | Reduce -2.9% | 13,546 | $5.0M |
| Hengehold Capital Management LLC | 0.48% | Reduce -3.8% | 13,531 | $5.0M |
| OneAscent Financial Services LLC | 0.33% | Add +159.0% | 13,510 | $5.0M |
| Guardian Partners Inc. | 0.52% | Reduce -64.1% | 13,888 | $5.0M |
| Finward Bancorp | 4.33% | Reduce -2.2% | 13,480 | $5.0M |
| CGN Advisors LLC | 0.49% | Reduce -18.3% | 13,446 | $5.0M |
| Aspen Wealth Management LLC | 1.41% | Reduce -1.4% | 13,424 | $5.0M |
| Donaldson Capital Management, LLC | 0.19% | Add +1.0% | 13,385 | $5.0M |
| Strategic Financial Partners, Ltd. | 2.61% | Reduce -1.8% | 13,379 | $5.0M |
| Kavar Capital Partners Group, LLC | 0.82% | Add +27.0% | 13,326 | $4.9M |
| Level Four Advisory Services, LLC | 0.20% | Reduce -9.4% | 13,323 | $4.9M |
| Sensible Financial Planning & Management, LLC. | 0.99% | Add +2.4% | 13,319 | $4.9M |
| Ted Buchan & Co | 2.33% | Add +6.3% | 13,273 | $4.9M |
| Winthrop Capital Management, LLC | 1.35% | Reduce -0.1% | 13,261 | $4.9M |
| Dynamic Advisor Solutions LLC | 0.16% | New | 13,247 | $4.9M |
| Disciplined Investors, L.L.C. | 4.42% | Add +22.8% | 13,207 | $4.9M |
| Checchi Capital Advisers, LLC | 0.35% | Reduce -92.1% | 13,198 | $4.9M |
| Cascade Wealth Advisors, Inc | 3.37% | Reduce -2.4% | 13,448 | $4.9M |
| Choate Investment Advisors | 0.12% | Reduce -1.1% | 13,136 | $4.9M |
| Seeds Investor LLC | 1.36% | Add +2.6% | 13,065 | $4.8M |
| MOKAN Wealth Management Inc. | 2.92% | Add +15.8% | 13,062 | $4.8M |
| GTS Securities LLC | 0.21% | New | 13,022 | $4.8M |
| Culbertson A N & Co. Inc. | 0.77% | Reduce -0.8% | 12,984 | $4.8M |
| Guidance Capital, Inc. | 1.46% | Add +9.7% | 12,279 | $4.8M |
| Catalyst Private Wealth, LLC | 2.33% | Reduce -12.3% | 12,885 | $4.8M |
| Diversified Enterprises, LLC | 0.40% | Add +95.9% | 12,756 | $4.7M |
| Bawa N Mallick Trust | 2.24% | No change | 12,750 | $4.7M |
| Keybank National Association | 0.02% | Reduce -2.0% | 12,703 | $4.7M |
| Barrett & Company, Inc. | 2.03% | Add +0.9% | 12,694 | $4.7M |
| Muirfield Wealth Advisors LLC | 3.97% | Reduce -3.2% | 12,619 | $4.7M |
| Loomis Sayles & Co. L P | 0.01% | Reduce -74.1% | 12,577 | $4.7M |
| Level Financial Advisors | 1.59% | Add +20.8% | 12,574 | $4.7M |
| HBK Sorce Advisory LLC | 0.14% | Reduce -6.6% | 12,557 | $4.7M |
| Parkside Financial Bank & Trust | 0.59% | Add +3.1% | 12,553 | $4.7M |
| Maridea Wealth Management LLC | 1.51% | Reduce -36.1% | 12,502 | $4.6M |
| MSH Capital Advisors LLC | 1.43% | Reduce -0.3% | 12,471 | $4.6M |
| Sentinel Pension Advisors, LLC | 0.85% | Reduce -4.8% | 12,465 | $4.6M |
| Carnegie Investment Counsel | 0.11% | Reduce -6.3% | 13,771 | $4.6M |
| BCS Wealth Management | 1.18% | Reduce -1.3% | 12,356 | $4.6M |
| Battery Global Advisors, LLC | 2.53% | No change | 12,241 | $4.5M |
| LifePlan Investment Advisors, Inc. | 2.60% | Add +9.9% | 12,190 | $4.5M |
| Asset Allocation & Management Company, LLC | 2.29% | No change | 12,189 | $4.5M |
| Motiv8 Investments LLC | 2.99% | Reduce -5.0% | 12,159 | $4.5M |
| Centaurus Financial, Inc. | 0.27% | Reduce -3.0% | 12,157 | $4.5M |
| Bryn Mawr Trust Advisors, LLC | 0.27% | Add +0.0% | 12,146 | $4.5M |
| CPA Asset Management Group, LLC | 1.98% | Add +111.7% | 12,129 | $4.5M |
| Emergent Wealth Advisors, LLC | 3.25% | Add +5.3% | 12,114 | $4.5M |
| Fifth Third Wealth Advisors LLC | 0.23% | Add +4.4% | 12,109 | $4.5M |
| Composition Wealth, LLC | 0.09% | Add +10.8% | 12,107 | $4.5M |
| Planwiser Financial, LLC | 4.05% | — | 11,638 | $4.5M |
| EnRich Financial Partners LLC | 1.50% | Reduce -1.4% | 12,026 | $4.5M |
| Spectrum Wealth Counsel, LLC | 0.53% | Add +2.7% | 12,003 | $4.5M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1.83% | Add +13.2% | 12,623 | $4.4M |
| Bay Rivers Group | 2.32% | Reduce -2.4% | 11,952 | $4.4M |
| Aspiriant, LLC | 0.15% | Reduce -8.8% | 11,951 | $4.4M |
| World Investment Advisors | 0.12% | Reduce -14.6% | 11,937 | $4.4M |
| SageView Advisory Group, LLC | 0.19% | Reduce -30.8% | 11,885 | $4.4M |
| Graypoint LLC | 0.27% | Add +428.2% | 11,879 | $4.4M |
| Greystone Financial Group, LLC | 0.80% | Add +9.4% | 11,822 | $4.4M |
| Kelleher Financial Advisors | 1.74% | No change | 11,759 | $4.4M |
| Elevatus Welath Management | 2.47% | Reduce -62.2% | 11,738 | $4.4M |
| Talon Private Wealth, LLC | 0.58% | Add +72.9% | 11,394 | $4.3M |
| Advocacy Wealth Management, LLC | 0.29% | Reduce -19.1% | 11,604 | $4.3M |
| Family CFO Inc | 2.36% | Add +2.9% | 11,589 | $4.3M |
| FF Advisors,LLC | 2.45% | Reduce -0.1% | 11,090 | $4.3M |
| Roman Butler Fullerton & Co. | 1.65% | Reduce -0.6% | 11,700 | $4.2M |
| Diversified Trust Co. | 0.10% | Reduce -0.5% | 11,429 | $4.2M |
| Apella Capital, LLC | 0.14% | Add +327.4% | 11,463 | $4.2M |
| Gilliland Jeter Wealth Management LLC | 1.49% | Add +0.3% | 11,347 | $4.2M |
| Focus Financial Network, Inc. | 0.17% | Reduce -4.0% | 11,254 | $4.2M |
| KCM Investment Advisors LLC | 0.15% | Reduce -0.1% | 11,249 | $4.2M |
| Compton Wealth Advisory Group, LLC | 1.15% | Add +27.9% | 11,141 | $4.1M |
| Tradition Wealth Management, LLC | 0.36% | Reduce -0.7% | 11,135 | $4.1M |
| Maia Wealth LLC | 0.94% | Add +10.8% | 11,376 | $4.1M |
| Latko Wealth Management, Ltd. | 2.67% | Reduce -4.3% | 11,109 | $4.1M |
| Great Lakes Advisors, LLC | 0.04% | Reduce -14.1% | 11,078 | $4.1M |
| Leo Wealth, LLC | 0.59% | Reduce -45.9% | 11,078 | $4.1M |
| Avidian Wealth Enterprises, LLC | 0.18% | Add +1.5% | 10,964 | $4.1M |
| Evoke Wealth, LLC | 0.11% | Add +6.0% | 10,867 | $4.0M |
| Sage Mountain Advisors LLC | 0.30% | No change | 10,858 | $4.0M |
| Idaho Trust Co | 1.64% | Reduce -0.5% | 10,844 | $4.0M |
| Beirne Wealth Consulting Services, LLC | 1.43% | Add +0.1% | 10,828 | $4.0M |
| Leavell Investment Management, Inc. | 0.20% | Add +0.8% | 10,821 | $4.0M |
| Evercore Wealth Management, LLC | 0.06% | No change | 10,802 | $4.0M |
| Causey Wealth LLC | 2.23% | Add +7.6% | 10,777 | $4.0M |
| Blueprint Investment Partners LLC | 0.73% | Reduce -7.9% | 10,745 | $4.0M |
| SOA Wealth Advisors, LLC. | 0.83% | Reduce -1.3% | 10,680 | $4.0M |
| Caliber Wealth Management, LLC / KS | 0.54% | — | 10,678 | $4.0M |
| Fulcrum Capital LLC | 0.87% | Add +2.9% | 10,626 | $3.9M |
| Clarity Capital Advisors, LLC | 2.59% | Reduce -2.8% | 10,620 | $3.9M |
| Wedmont Private Capital | 0.20% | Reduce -2.5% | 10,922 | $3.9M |
| Alexander Labrunerie & Co., Inc. | 1.72% | Reduce -3.3% | 10,568 | $3.9M |
| Quest 10 Wealth Builders, Inc. | 4.19% | Reduce -6.0% | 10,395 | $3.9M |
| Apexium Financial, LP | 0.23% | Add +1.4% | 10,548 | $3.9M |
| Altiora Financial Group, LLC | 0.83% | No change | 10,530 | $3.9M |
| Savvy Advisors, Inc. | 0.39% | Add +11.9% | 10,522 | $3.9M |
| Veridan Wealth LLC | 1.76% | Add +4.5% | 10,486 | $3.9M |
| United Bank | 0.49% | No change | 10,476 | $3.9M |
| NorthRock Partners, LLC | 0.13% | Add +28.6% | 10,419 | $3.9M |
| Opinicus Capital, Inc. | 3.41% | Reduce -3.1% | 10,406 | $3.9M |
| Amundi | 0.00% | Reduce -50.3% | 10,399 | $3.9M |
| West Bancorporation Inc. | 2.62% | Add +1.4% | 10,389 | $3.9M |
| Kwmg, LLC | 0.39% | Reduce -0.2% | 10,357 | $3.8M |
| Valmark Advisers, Inc. | 0.06% | Add +14.5% | 10,353 | $3.8M |
| BridgePort Financial Solutions, LLC | 1.71% | Add +2.7% | 10,251 | $3.8M |
| Signal Advisors Wealth, LLC | 0.37% | Reduce -4.7% | 10,191 | $3.8M |
| Montag A & Associates Inc. | 0.19% | Add +0.2% | 10,178 | $3.8M |
| Charter Oak Capital Management, LLC | 0.35% | Add +4.3% | 10,178 | $3.8M |
| Nestegg Advisors, Inc. | 4.01% | Add +15.6% | 10,176 | $3.8M |
| NorthStar Asset Management LLC | 2.36% | Reduce -0.8% | 10,175 | $3.8M |
| City State Bank | 1.24% | Add +27.2% | 10,167 | $3.8M |
| Earned Wealth Advisors, LLC | 0.83% | Add +38.3% | 10,158 | $3.8M |
| Transcend Capital Advisors, LLC | 0.27% | Add +5.2% | 10,158 | $3.8M |
| Councilor Wealth, LLC | 1.88% | Add +6.5% | 10,143 | $3.8M |
| XY Planning Network, Inc. | 2.51% | Reduce -5.5% | 10,132 | $3.8M |
| Blue Trust, Inc. | 0.05% | Add +7.0% | 10,067 | $3.7M |
| American Century Companies Inc. | 0.00% | New | 10,054 | $3.7M |
| Hillcrest Wealth Advisors - NY, LLC | 1.85% | No change | 10,050 | $3.7M |
| Parsons Capital Management Inc. | 0.20% | Reduce -4.6% | 10,032 | $3.7M |
| WoodTrust Financial Corp | 0.52% | Add +6.3% | 9,967 | $3.7M |
| BlackRock, Inc. | 0.00% | Reduce -12.0% | 9,964 | $3.7M |
| Forte Capital LLC | 0.44% | Reduce -0.9% | 9,958 | $3.7M |
| Prospera Capital Management, LLC | 2.38% | New | 9,957 | $3.7M |
| EMC Capital Management | 2.21% | Reduce -5.8% | 9,881 | $3.7M |
| Institute for Wealth Management, LLC. | 0.47% | Reduce -6.3% | 9,863 | $3.7M |
| Pallas Capital Advisors LLC | 0.15% | Add +1.9% | 9,854 | $3.7M |
| Integrated Investment Consultants, LLC | 0.73% | Add +1.3% | 9,821 | $3.6M |
| Fort Vancouver Investment Management, LLC | 2.79% | Reduce -1.3% | 9,814 | $3.6M |
| Richardson Financial Services Inc. | 2.76% | Reduce -34.7% | 9,791 | $3.6M |
| Plante Moran Financial Advisors, LLC | 0.31% | Add +3.1% | 9,781 | $3.6M |
| Sutton Place Investors LLC | 2.44% | Add +7.0% | 9,764 | $3.6M |
| U.S. Capital Wealth Advisors, LLC | 0.11% | Reduce -7.6% | 9,738 | $3.6M |
| Lodestar Private Asset Management LLC | 0.45% | Add +1.8% | 9,715 | $3.6M |
| Stokes Family Office, LLC | 0.40% | Reduce -0.4% | 9,672 | $3.6M |
| Martin Worley Group | 2.04% | Add +32.3% | 9,626 | $3.6M |
| Davidson Trust Co. | 1.69% | Add +3.6% | 9,570 | $3.5M |
| Birchcreek Wealth Management, LLC | 2.24% | Add +9.4% | 9,553 | $3.5M |
| Stonegate Investment Group, LLC | 0.09% | Add +7.1% | 9,488 | $3.5M |
| Principal Securities, Inc. | 0.08% | No change | 8,557 | $3.5M |
| Sound View Wealth Advisors Group, LLC | 0.29% | Reduce -8.3% | 9,451 | $3.5M |
| Cozad Asset Management Inc. | 0.35% | Add +1.7% | 9,387 | $3.5M |
| Global Financial Private Client, LLC | 1.33% | Reduce -1.4% | 9,379 | $3.5M |
| Probity Advisors, Inc. | 0.66% | Reduce -1.2% | 9,301 | $3.4M |
| Nixon Peabody Trust Co. | 0.29% | Reduce -1.1% | 9,300 | $3.4M |
| Compass Financial Group, INC | 0.65% | Reduce -0.3% | 9,285 | $3.4M |
| 1900 Wealth Management LLC | 0.28% | Add +9.9% | 9,236 | $3.4M |
| Prospect Financial Services LLC | 1.89% | Add +5.2% | 9,201 | $3.4M |
| St Germain D J Co. Inc. | 0.16% | Add +2.7% | 9,120 | $3.4M |
| Kuhn & Co Investment Counsel | 2.85% | Add +0.8% | 9,119 | $3.4M |
| Meeder Advisory Services, Inc. | 0.20% | Add +24.4% | 9,108 | $3.4M |
| Eclectic Associates Inc. | 0.90% | Reduce -10.9% | 9,098 | $3.4M |
| Gradient Capital Advisors, LLC | 1.10% | Reduce -10.5% | 9,089 | $3.4M |
| Ellevest, Inc. | 0.22% | Add +9.4% | 9,088 | $3.4M |
| Kelman-Lazarov, Inc. | 0.61% | Add +1.5% | 9,078 | $3.4M |
| RFP Financial Group LLC | 1.36% | Add +13.0% | 9,069 | $3.4M |
| Houlihan Financial Resource Group, Ltd. | 1.51% | Reduce -8.3% | 9,062 | $3.4M |
| Curi Capital, LLC | 0.08% | Reduce -33.1% | 9,046 | $3.4M |
| Bravias Capital Group, LLC | 2.72% | Reduce -2.9% | 9,032 | $3.3M |
| HHM Wealth Advisors, LLC | 0.45% | Add +1.3% | 9,003 | $3.3M |
| Platform Technology Partners | 0.97% | Add +12.3% | 8,988 | $3.3M |
| Edge Financial Advisors LLC | 2.10% | Add +2.0% | 8,981 | $3.3M |
| Fiducient Advisors LLC | 0.42% | Add +179.0% | 8,972 | $3.3M |
| KG Capital Management | 1.08% | Add +4.1% | 8,954 | $3.3M |
| Equitable Trust Co. | 0.18% | No change | 8,950 | $3.3M |
| Capital Investment Advisors, LLC | 0.06% | Add +2.4% | 8,921 | $3.3M |
| Arcadia Investment Advisors LLC | 1.84% | Reduce -0.5% | 8,888 | $3.3M |
| Aaron Wealth Advisors LLC | 0.38% | Reduce -0.2% | 8,888 | $3.3M |
| Center for Financial Planning, Inc. | 0.42% | Add +6.2% | 8,850 | $3.3M |
| Riggs Asset Managment Co. Inc. | 0.92% | Reduce -13.3% | 8,725 | $3.2M |
| Magnolia Capital Advisors LLC | 0.88% | Reduce -69.3% | 8,704 | $3.2M |
| Dorsey & Whitney Trust CO LLC | 0.19% | Reduce -3.1% | 8,663 | $3.2M |
| National Philanthropic Trust | 0.05% | Reduce -3.9% | 8,577 | $3.2M |
| Compass Capital Corp. /Ma/ | 1.66% | Reduce -23.2% | 9,039 | $3.2M |
| Strategic Family Wealth Counselors, L.L.C. | 1.03% | Add +1.3% | 8,565 | $3.2M |
| Sax Wealth Advisors, LLC | 0.23% | Add +56.1% | 8,565 | $3.2M |
| Raab & Moskowitz Asset Management LLC | 0.80% | Reduce -3.3% | 8,555 | $3.2M |
| American Capital Advisory, LLC | 1.70% | Add +10.9% | 8,519 | $3.2M |
| Vantagepoint Investment Advisers LLC | 0.36% | No change | 8,500 | $3.2M |
| Madison Wealth Partners, Inc | 0.78% | Add +2.9% | 8,488 | $3.1M |
| Grandview Asset Management LLC | 1.19% | Add +2.4% | 8,470 | $3.1M |
| Covington Investment Advisors Inc. | 0.49% | Add +5.0% | 8,467 | $3.1M |
| Financial Alternatives, Inc | 2.20% | Reduce -0.2% | 8,319 | $3.1M |
| Aspen Grove Capital, LLC | 0.59% | Reduce -3.7% | 8,310 | $3.1M |
| SKY-Mountain Capital Management, Inc. | 2.61% | — | 8,302 | $3.1M |
| Pacific Financial Group Inc. | 2.48% | Reduce -2.5% | 8,277 | $3.1M |
| Keebeck Wealth Management | 0.45% | Add +2.6% | 8,274 | $3.1M |
| Walter & Keenan Wealth Management LLC /in/ | 0.92% | Reduce -30.2% | 8,256 | $3.1M |
| Keel Point, LLC | 0.24% | Add +7.3% | 8,240 | $3.1M |
| Moors & Cabot, Inc. | 0.15% | Reduce -12.5% | 8,237 | $3.1M |
| Plancorp, LLC | 0.12% | Add +31.5% | 8,236 | $3.1M |
| Outlook Wealth Advisors, LLC | 0.85% | Add +0.4% | 8,221 | $3.0M |
| Whittier Trust Co. of Nevada Inc. | 0.08% | Reduce -0.7% | 8,193 | $3.0M |
| RVW Wealth, LLC | 0.29% | Reduce -2.5% | 8,184 | $3.0M |
| Forum Private Client Group LLC | 1.32% | Reduce -0.4% | 8,177 | $3.0M |
| Ashton Thomas Securities, LLC | 0.84% | Add +0.9% | 8,131 | $3.0M |
| Benjamin Edwards Inc. | 0.04% | Add +25.4% | 8,119 | $3.0M |
| Kingswood Wealth Advisors, LLC | 0.27% | Reduce -0.8% | 8,072 | $3.0M |
| Panoramic Investment Advisors, LLC | 2.02% | Add +1.7% | 8,053 | $3.0M |
| Apeiron RIA LLC | 0.90% | Add +0.6% | 8,049 | $3.0M |
| KMG Fiduciary Partners, LLC | 0.25% | Add +6.5% | 8,039 | $3.0M |
| Southland Equity Partners LLC | 0.69% | Add +0.7% | 8,034 | $3.0M |
| Madison Asset Management, LLC | 0.03% | Add +16.5% | 8,031 | $3.0M |
| Reynders McVeigh Capital Management, LLC | 0.17% | Add +0.1% | 7,968 | $3.0M |
| Coastline Trust Co | 0.37% | No change | 7,950 | $2.9M |
| Hanover Advisors Inc. | 1.27% | Reduce -0.5% | 7,908 | $2.9M |
| Integrated Advisors Network LLC | 0.15% | Reduce -6.7% | 7,818 | $2.9M |
| Aureus Asset Management, LLC | 0.20% | No change | 7,808 | $2.9M |
| Rothschild Investment LLC | 0.19% | Reduce -0.5% | 7,794 | $2.9M |
| Canvas Wealth Advisors, LLC | 0.74% | Add +7.2% | 8,218 | $2.9M |
| RCS Financial Planning, LLC | 1.52% | Reduce -0.4% | 7,754 | $2.9M |
| Advisor OS, LLC | 0.33% | Add +0.9% | 7,740 | $2.9M |
| WESPAC Advisors SoCal, LLC | 0.75% | Reduce -22.7% | 7,716 | $2.9M |
| Wilson & Boucher Capital Management, LLC | 2.13% | Reduce -0.3% | 7,700 | $2.9M |
| Summit Wealth Partners, LLC | 0.57% | Add +52.0% | 7,582 | $2.8M |
| Advance Capital Management, Inc. | 0.13% | Reduce -2.7% | 7,568 | $2.8M |
| Cassaday & Co Wealth Management LLC | 0.08% | Add +1.6% | 7,558 | $2.8M |
| Daymark Wealth Partners, LLC | 0.12% | Reduce -25.1% | 7,524 | $2.8M |
| Smithfield Trust Co | 0.14% | Reduce -14.8% | 7,483 | $2.8M |
| Evermay Wealth Management LLC | 0.36% | No change | 7,459 | $2.8M |
| MJP Associates Inc. | 0.50% | Add +7.0% | 7,441 | $2.8M |
| Accurate Wealth Management, LLC | 0.53% | Reduce -6.1% | 7,654 | $2.8M |
| Thoroughbred Financial Services, LLC | 0.17% | Add +9.1% | 7,416 | $2.8M |
| Guyasuta Investment Advisors Inc. | 0.18% | Reduce -18.2% | 7,405 | $2.7M |
| L. Roy Papp & Associates, LLP | 0.33% | Reduce -0.2% | 7,356 | $2.7M |
| Red Wave Investments LLC | 0.98% | Reduce -5.9% | 7,347 | $2.7M |
| Mezzasalma Advisors, LLC | 0.94% | Add +13.9% | 7,310 | $2.7M |
| Chilton Investment Co. Inc. | 0.07% | New | 7,309 | $2.7M |
| Financial Advocates Investment Management | 0.19% | Reduce -83.3% | 7,278 | $2.7M |
| Global Wealth Management Investment Advisory, Inc. | 0.54% | Reduce -0.8% | 7,254 | $2.7M |
| Jennison Associates LLC | 0.00% | Reduce -40.2% | 7,244 | $2.7M |
| Forum Financial Management, LP | 0.04% | Add +3.5% | 7,235 | $2.7M |
| ArchPoint Investors | 0.88% | No change | 7,220 | $2.7M |
| GHP Investment Advisors, Inc. | 0.13% | Reduce -2.8% | 7,193 | $2.7M |
| Stonebridge Financial Planning Group, LLC | 1.21% | Add +4.6% | 7,165 | $2.7M |
| PAX Financial Group, LLC | 0.47% | Add +31.2% | 7,139 | $2.6M |
| Chicago Capital, LLC | 0.07% | No change | 7,052 | $2.6M |
| Clear Creek Financial Management, LLC | 0.27% | Reduce -10.1% | 7,049 | $2.6M |
| EWG Elevate Inc. | 0.99% | Add +842.7% | 7,042 | $2.6M |
| MV Capital Management, Inc. | 0.28% | Add +37.4% | 7,040 | $2.6M |
| ORG Partners LLC | 0.66% | Reduce -28.0% | 6,945 | $2.6M |
| Flputnam Investment Management Co. | 0.05% | Add +25.1% | 7,007 | $2.6M |
| Fjell Capital, LLC | 2.63% | Add +9.4% | 7,006 | $2.6M |
| PGIM Custom Harvest LLC | 0.06% | Add +2.7% | 7,005 | $2.6M |
| Hoge Financial Services, LLC | 1.81% | Reduce -6.4% | 6,996 | $2.6M |
| Sharpepoint LLC | 2.26% | Add +1.2% | 6,822 | $2.6M |
| PFG Investments, LLC | 0.17% | Add +3.4% | 6,960 | $2.6M |
| ProVise Management Group, LLC | 0.22% | Add +2.0% | 6,938 | $2.6M |
| Continuum Advisory, LLC | 0.33% | Add +4.7% | 6,931 | $2.6M |
| KFA Private Wealth Group, LLC | 0.89% | Add +20.1% | 6,869 | $2.5M |
| UNIVEST FINANCIAL Corp | 0.17% | Reduce -0.8% | 6,848 | $2.5M |
| Axxcess Wealth Management, LLC | 0.07% | Add +4.7% | 6,840 | $2.5M |
| Greenleaf Trust | 0.02% | Reduce -2.7% | 6,836 | $2.5M |
| Fortis Group Advisors, LLC | 0.49% | Add +15.2% | 6,807 | $2.5M |
| Axis Wealth Partners, LLC | 1.84% | Add +1.9% | 6,705 | $2.5M |
| Fisher Asset Management | 0.00% | Reduce -6.0% | 6,702 | $2.5M |
| Arkos Global Advisors | 0.36% | Reduce -7.0% | 6,699 | $2.5M |
| Covenant Asset Management, LLC | 0.62% | Add +17.0% | 6,676 | $2.5M |
| Fenimore Asset Management Inc | 0.05% | No change | 6,581 | $2.4M |
| Caldwell Trust Co | 0.26% | Reduce -0.5% | 6,579 | $2.4M |
| Balyasny Asset Management L.P. | 0.01% | New | 6,570 | $2.4M |
| Ciovacco Capital Management LLC | 1.70% | Reduce -1.8% | 6,538 | $2.4M |
| Westbourne Investments, Inc. | 1.47% | Reduce -4.3% | 6,532 | $2.4M |
| Accretive Wealth Partners, LLC | 0.85% | Add +11.4% | 6,301 | $2.4M |
| Invst, LLC | 0.33% | Reduce -4.8% | 6,512 | $2.4M |
| Davis R M Inc. | 0.05% | Add +10.5% | 6,509 | $2.4M |
| Sagace Wealth Management LLC | 1.82% | Add +18.5% | 6,497 | $2.4M |
| Kaydan Wealth Management, Inc. | 0.77% | Add +5.2% | 6,491 | $2.4M |
| Stone Summit Wealth LLC | 0.81% | Add +6.6% | 6,443 | $2.4M |
| Peapack Gladstone Financial Corp. | 0.04% | Reduce -1.9% | 6,430 | $2.4M |
| Ancora Advisors LLC | 0.05% | Reduce -0.8% | 6,395 | $2.4M |
| Ballentine Partners, LLC | 0.04% | Add +0.0% | 6,388 | $2.4M |
| Geometric Wealth Advisors | 0.40% | Add +21.6% | 6,387 | $2.4M |
| United Advisor Group, LLC | 0.49% | Reduce -8.6% | 6,386 | $2.4M |
| Gallagher Capital Advisors, LLC | 1.80% | Reduce -2.6% | 6,358 | $2.4M |
| Ade, LLC | 1.36% | Reduce -3.2% | 6,346 | $2.4M |
| American Institute for Advanced Investment Management, LLP | 1.79% | Add +4.7% | 6,336 | $2.3M |
| Compass Ion Advisors, LLC | 0.28% | Reduce -5.0% | 6,334 | $2.3M |
| Rockwood Wealth Management, LLC | 0.24% | Reduce -0.9% | 6,329 | $2.3M |
| Pinnacle Associates Ltd. | 0.03% | Add +5.6% | 6,323 | $2.3M |
| Bartlett & Co. Wealth Management LLC | 0.03% | Reduce -1.1% | 6,319 | $2.3M |
| Columbia Asset Management | 0.48% | Add +0.1% | 6,313 | $2.3M |
| North Star Asset Management Inc. | 0.11% | Add +0.1% | 6,295 | $2.3M |
| FineMark National Bank & Trust | 0.09% | Add +43.8% | 6,281 | $2.3M |
| Obsidian Personal Planning Solutions LLC | 1.04% | Reduce -2.6% | 6,134 | $2.3M |
| First County Bank | 1.28% | Reduce -71.2% | 6,252 | $2.3M |
| McAdam, LLC | 0.14% | Reduce -4.0% | 6,190 | $2.3M |
| CBM Financial, LLC | 1.86% | — | 5,549 | $2.3M |
| Argent Trust Co | 0.09% | Add +3.3% | 6,177 | $2.3M |
| Spectrum Asset Management, Inc. (NB/CA) | 1.01% | Reduce -17.4% | 6,137 | $2.3M |
| VestGen Investment Management | 1.72% | Reduce -88.7% | 6,133 | $2.3M |
| Adirondack Trust Co. | 0.89% | Add +28.2% | 6,125 | $2.3M |
| Silver Lake Advisory, LLC | 0.99% | Add +1.4% | 6,124 | $2.3M |
| Simplicity Wealth,LLC | 0.18% | Add +218.9% | 6,114 | $2.3M |
| Carl P. Sherr & Co., LLC | 1.23% | Add +5.6% | 6,078 | $2.3M |
| DT Investment Partners, LLC | 0.22% | Add +24.3% | 6,073 | $2.3M |
| Stephens Consulting, LLC | 0.56% | Add +22.1% | 6,041 | $2.2M |
| Anchor Investment Management, LLC | 0.21% | Add +6.8% | 6,022 | $2.2M |
| Summit Investment Advisory Services, LLC | 1.09% | Reduce -2.5% | 6,002 | $2.2M |
| WBH Advisory Inc. | 0.21% | Reduce -11.3% | 6,001 | $2.2M |
| Jordan Park Group LLC | 0.16% | No change | 6,000 | $2.2M |
| Wealth Effects LLC | 0.93% | Add +0.7% | 5,997 | $2.2M |
| Ewa, LLC | 0.82% | Reduce -5.1% | 5,973 | $2.2M |
| Barnes Pettey Financial Advisors, LLC | 1.72% | Add +21.8% | 5,962 | $2.2M |
| Tidal Investments LLC | 0.02% | Add +5.6% | 5,946 | $2.2M |
| Sunburst Financial Group, LLC | 0.54% | Add +0.3% | 5,929 | $2.2M |
| Blue Zone Wealth Advisors, LLC | 0.61% | Reduce -1.9% | 5,923 | $2.2M |
| REDW Wealth LLC | 0.81% | Add +30.0% | 5,904 | $2.2M |
| Main Street Financial Solutions, LLC | 0.19% | Add +17.4% | 5,901 | $2.2M |
| Trinity Financial Advisors LLC | 0.79% | Add +10.9% | 6,153 | $2.2M |
| Good Life Advisors, LLC | 0.15% | Add +6.3% | 5,884 | $2.2M |
| Jackson Hole Capital Partners, LLC | 0.43% | No change | 5,865 | $2.2M |
| Ibex Wealth Advisors | 0.29% | Reduce -5.9% | 5,858 | $2.2M |
| RS Crum Inc. | 0.58% | Reduce -1.4% | 5,855 | $2.2M |
| Salem Investment Counselors Inc. | 0.08% | Add +1.3% | 5,847 | $2.2M |
| MilWealth Group LLC | 0.60% | Reduce -0.2% | 5,835 | $2.2M |
| Wealth Preservation Advisors, LLC | 1.55% | — | 5,835 | $2.2M |
| IPG Investment Advisors LLC | 0.49% | Reduce -3.2% | 5,799 | $2.2M |
| TFB Advisors LLC | 0.62% | Reduce -0.7% | 5,777 | $2.1M |
| Moseley Investment Management Inc. | 0.83% | Add +23.9% | 5,749 | $2.1M |
| Triangle Securities Wealth Management | 0.55% | Add +7.1% | 5,740 | $2.1M |
| Bridges Investment Management Inc. | 0.03% | Add +2.3% | 5,720 | $2.1M |
| Olde Wealth Management, LLC | 0.75% | Reduce -2.3% | 5,720 | $2.1M |
| Smith Salley Wealth Management | 0.14% | Reduce -5.1% | 5,686 | $2.1M |
| Park Square Financial Group, LLC | 1.67% | Add +0.4% | 5,666 | $2.1M |
| Evanson Asset Management, LLC | 0.15% | Add +1.4% | 5,661 | $2.1M |
| Quadrant Private Wealth Management, LLC | 0.52% | Reduce -0.1% | 5,655 | $2.1M |
| BKM Wealth Management, LLC | 0.86% | Add +3.7% | 5,652 | $2.1M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.35% | Add +453.2% | 5,632 | $2.1M |
| Whittier Trust Co. | 0.03% | Add +7.8% | 5,595 | $2.1M |
| Independent Wealth Network Inc. | 0.83% | Add +1.2% | 5,576 | $2.1M |
| Evergreen Wealth Management, LLC | 1.23% | Reduce -2.2% | 5,576 | $2.1M |
| First Trust Advisors LP | 0.00% | Reduce -5.1% | 5,551 | $2.1M |
| Allen Investment Management, LLC | 0.02% | Add +2.8% | 5,539 | $2.1M |
| Citadel Advisors | 0.00% | Reduce -82.7% | 5,531 | $2.1M |
| Retirement Income Solutions, Inc. | 0.43% | No change | 5,521 | $2.0M |
| Paragon Private Wealth Management, LLC | 0.95% | Reduce -19.6% | 5,511 | $2.0M |
| Bowman & Co S.C. | 1.01% | Reduce -12.3% | 5,508 | $2.0M |
| Y-Intercept (Hong Kong) Ltd | 0.14% | Add +228.0% | 5,504 | $2.0M |
| Ironwood Financial, llc | 0.44% | Add +285.8% | 5,486 | $2.0M |
| Bridgewater Advisors Inc. | 0.18% | New | 5,368 | $2.0M |
| Marco Investment Management LLC | 0.19% | Reduce -0.9% | 5,449 | $2.0M |
| SigFig Wealth Management, LLC | 0.07% | Reduce -7.3% | 5,450 | $2.0M |
| Binnacle Investments Inc | 1.47% | — | 5,423 | $2.0M |
| RoundAngle Advisors LLC | 1.85% | Add +8.0% | 5,418 | $2.0M |
| Occidental Asset Management, LLC | 0.30% | Reduce -0.8% | 5,377 | $2.0M |
| Nicolet Bankshares Inc. | 0.40% | No change | 5,374 | $2.0M |
| Belpointe Asset Management LLC | 0.10% | Reduce -9.4% | 5,358 | $2.0M |
| Certuity, LLC | 0.21% | Reduce -8.1% | 5,354 | $2.0M |
| ICONIQ Capital, LLC | 0.04% | Add +29.1% | 5,349 | $2.0M |
| SFG Wealth Management, LLC. | 0.97% | Add +244.3% | 5,336 | $2.0M |
| Lion Street Advisors, LLC | 0.63% | Reduce -0.7% | 5,335 | $2.0M |
| Truefg, LLC | 0.65% | Reduce -2.6% | 5,321 | $2.0M |
| May Hill Capital, LLC | 0.74% | Add +7.3% | 5,304 | $2.0M |
| JT Stratford LLC | 0.35% | Reduce -17.0% | 5,300 | $2.0M |
| Old National Bancorp | 0.05% | Add +1.1% | 5,299 | $2.0M |
| Wiser Advisor Group LLC | 2.90% | Reduce -9.4% | 5,289 | $2.0M |
| Barnes Wealth Management Group, Inc | 1.25% | Reduce -6.9% | 5,261 | $2.0M |
| Carolinas Wealth Consulting LLC | 0.42% | Add +0.5% | 5,259 | $2.0M |
| West Financial Advisors, LLC | 0.37% | Reduce -4.4% | 5,231 | $1.9M |
| Crestwood Advisors Group, LLC | 0.04% | Add +0.5% | 5,217 | $1.9M |
| Pinnacle Bancorp, Inc. | 0.63% | Add +2.3% | 5,207 | $1.9M |
| Embree Financial Group | 0.32% | Add +35.3% | 5,199 | $1.9M |
| Marks Group Wealth Management, Inc | 0.18% | Reduce -0.8% | 5,168 | $1.9M |
| Freedom Investment Management, Inc. | 0.16% | Add +41.2% | 5,161 | $1.9M |
| Legacy Financial Group LLC | 0.29% | Reduce -9.3% | 5,160 | $1.9M |
| Patten & Patten Inc. | 0.13% | Add +1.7% | 5,156 | $1.9M |
| Hickory Asset Management, Inc. | 1.70% | Reduce -1.3% | 5,147 | $1.9M |
| Sunbelt Securities, Inc. | 0.17% | Add +12.8% | 5,118 | $1.9M |
| Bordeaux Wealth Advisors LLC | 0.35% | Reduce -0.1% | 5,110 | $1.9M |
| Greenhouse Wealth Management, LLC | 1.42% | Add +0.1% | 5,106 | $1.9M |
| Wick Capital Partners, LLC | 0.56% | Reduce -1.4% | 5,096 | $1.9M |
| K2 Financial Inc. | 1.85% | Reduce -6.5% | 5,516 | $1.9M |
| Silver Oak Securities, Incorporated | 0.18% | Reduce -43.8% | 5,094 | $1.9M |
| SteelPeak Wealth, LLC | 0.08% | Add +4.7% | 5,059 | $1.9M |
| KPP Advisory Services LLC | 0.35% | Add +164.7% | 5,027 | $1.9M |
| Investor's Fiduciary Advisor Network, LLC | 0.88% | Reduce -6.0% | 5,020 | $1.9M |
| Prepared Retirement Institute LLC | 1.19% | Reduce -15.4% | 5,017 | $1.9M |
| Wealthstream Advisors, Inc. | 0.35% | No change | 4,990 | $1.9M |
| Kane Investment Management, Inc. | 0.89% | Reduce -17.4% | 4,990 | $1.9M |
| Ascentis Independent Advisors | 0.37% | Add +89.7% | 4,984 | $1.8M |
| Rossmore Private Capital | 0.23% | Add +0.2% | 4,983 | $1.8M |
| Fulton Bank, N.A. | 0.07% | No change | 4,973 | $1.8M |
| SwitchPoint Financial Planning, LLC | 1.74% | No change | 4,954 | $1.8M |
| Sabal Trust CO | 0.10% | Reduce -1.7% | 4,928 | $1.8M |
| Iron Gate Global Advisors LLC | 0.25% | Add +5.2% | 4,928 | $1.8M |
| Wealth Watch Advisors, INC | 1.48% | Add +4.3% | 4,919 | $1.8M |
| Foguth Wealth Management, LLC. | 0.44% | Reduce -4.8% | 4,918 | $1.8M |
| World Equity Group, Inc. | 0.52% | Reduce -47.9% | 4,916 | $1.8M |
| Powell Investment Advisors, LLC | 0.90% | Add +0.0% | 4,915 | $1.8M |
| Hanson & Doremus Investment Management | 0.27% | Reduce -0.2% | 4,901 | $1.8M |
| Next Capital Management LLC | 0.87% | Reduce -22.4% | 4,894 | $1.8M |
| Vantage Financial Partners, LLC | 0.45% | Reduce -2.1% | 4,874 | $1.8M |
| Diversify Advisory Services, LLC | 0.11% | Reduce -5.1% | 4,764 | $1.8M |
| Community Bank of Raymore | 1.46% | Add +104.0% | 4,858 | $1.8M |
| Insigneo Advisory Services, LLC | 0.18% | Reduce -25.5% | 4,820 | $1.8M |
| Wingate Wealth Advisors, Inc. | 2.06% | Add +14.4% | 4,817 | $1.8M |
| BXM Wealth LLC | 2.14% | No change | 4,794 | $1.8M |
| Kestra Investment Management, LLC | 0.03% | Add +22.2% | 4,793 | $1.8M |
| Norris Perne & French LLP | 0.13% | Reduce -64.1% | 4,778 | $1.8M |
| Busey Bank | 0.06% | Reduce -0.5% | 4,772 | $1.8M |
| Estate Counselors, LLC | 0.18% | Reduce -75.2% | 4,754 | $1.8M |
| Private Trust Co. NA | 0.18% | Add +13.0% | 4,738 | $1.8M |
| Bedel Financial Consulting, Inc. | 0.25% | Add +1.2% | 4,578 | $1.8M |
| Maripau Wealth Management LLC | 1.01% | Reduce -15.5% | 4,730 | $1.8M |
| Harbour Capital Advisors, LLC | 0.43% | No change | 4,927 | $1.8M |
| Cibc World Market Inc. | 0.00% | Add +13.0% | 4,723 | $1.8M |
| Graves Light Lenhart Wealth, Inc. | 0.21% | Reduce -0.4% | 4,694 | $1.7M |
| Legacy Capital Wealth Partners, LLC | 0.43% | Add +3.2% | 4,690 | $1.7M |
| Strategic Advocates LLC | 0.60% | Reduce -1.4% | 4,672 | $1.7M |
| SeaCrest Wealth Management, LLC | 0.20% | Reduce -8.7% | 4,649 | $1.7M |
| Tradewinds, LLC. | 0.49% | Reduce -5.8% | 4,638 | $1.7M |
| J Hagan Capital, Inc. | 1.39% | — | 4,157 | $1.7M |
| Key Financial Inc | 0.37% | Add +0.9% | 4,581 | $1.7M |
| Taylor Hoffman Capital Management LLC | 0.63% | Reduce -4.1% | 4,533 | $1.7M |
| Avant Capital LLC | 1.41% | Reduce -0.1% | 4,557 | $1.7M |
| Marquette Asset Management, LLC | 0.30% | Reduce -5.0% | 4,554 | $1.7M |
| Soltis Investment Advisors LLC | 0.15% | No change | 4,554 | $1.7M |
| Acas, LLC | 1.28% | Reduce -11.7% | 4,392 | $1.7M |
| Synergy Asset Management, LLC | 0.21% | Reduce -46.5% | 4,534 | $1.7M |
| Asset Dedication, LLC | 0.14% | Reduce -4.9% | 4,528 | $1.7M |
| Founders Financial Alliance, LLC | 0.41% | Add +16.4% | 4,527 | $1.7M |
| Clarendon Private LLC | 1.77% | No change | 4,517 | $1.7M |
| Motco | 0.18% | Reduce -38.0% | 4,504 | $1.7M |
| Del-Sette Capital Management, LLC | 1.31% | Reduce -36.6% | 4,498 | $1.7M |
| Rollins Financial Advisors, LLC | 0.29% | Reduce -0.1% | 4,459 | $1.7M |
| Staley Capital Advisers Inc. | 0.07% | Reduce -2.5% | 4,459 | $1.7M |
| Larson Financial Group LLC | 0.08% | Add +122.5% | 4,431 | $1.6M |
| LifeSteps Financial, Inc. | 1.33% | Reduce -12.7% | 4,408 | $1.6M |
| Annex Advisory Services, LLC | 0.05% | Reduce -11.5% | 4,407 | $1.6M |
| GWN Securities Inc. | 0.09% | Add +279.4% | 4,200 | $1.6M |
| Mission Creek Capital Partners, Inc. | 0.40% | Reduce -0.4% | 4,395 | $1.6M |
| Ingalls & Snyder LLC | 0.05% | No change | 4,392 | $1.6M |
| Spinnaker Investment Group, LLC | 0.37% | Reduce -2.7% | 4,382 | $1.6M |
| IFC Advisors LLC | 0.34% | Reduce -5.5% | 4,370 | $1.6M |
| Trilogy Capital Inc. | 0.09% | Reduce -0.9% | 4,369 | $1.6M |
| Heritage Financial Services, LLC | 0.16% | Reduce -1.0% | 4,367 | $1.6M |
| CRA Financial Services, LLC | 0.28% | Reduce -3.6% | 4,361 | $1.6M |
| Retirement Planning Co of New England, Inc. | 0.80% | Add +6.5% | 4,324 | $1.6M |
| Dunhill Financial, LLC | 0.73% | Add +1967.9% | 4,322 | $1.6M |
| Sagespring Wealth Partners, LLC | 0.04% | Add +6.4% | 4,316 | $1.6M |
| Advisor Resource Council | 0.13% | Add +202.7% | 4,374 | $1.6M |
| Stonebrook Private Inc. | 0.42% | Reduce -1.6% | 4,314 | $1.6M |
| Silver Coast Investments LLC | 0.61% | Add +29.7% | 4,308 | $1.6M |
| Coppell Advisory Solutions LLC | 0.22% | Reduce -10.9% | 4,197 | $1.6M |
| Orin Green Financial, LLC | 0.75% | New | 4,636 | $1.6M |
| White Knight Strategic Wealth Advisors, LLC | 1.45% | Reduce -50.5% | 4,251 | $1.6M |
| Nicholas Hoffman & Company, LLC. | 0.06% | Reduce -0.4% | 4,243 | $1.6M |
| Medallion Wealth Advisors, LLC | 0.71% | Add +33.5% | 4,204 | $1.6M |
| CWA Asset Management Group, LLC | 0.07% | Add +2.0% | 4,200 | $1.6M |
| Fusion Family Wealth, LLC | 0.14% | No change | 4,194 | $1.6M |
| NorthLanding Financial Partners, LLC | 1.52% | Reduce -1.3% | 4,188 | $1.6M |
| Clark Capital Management Group, Inc. | 0.01% | Add +5.8% | 4,186 | $1.6M |
| Strait & Sound Wealth Management LLC | 0.72% | Add +0.1% | 4,157 | $1.5M |
| Goldstein Advisors, LLC | 0.23% | Add +3.9% | 4,155 | $1.5M |
| Tyler-Stone Wealth Management | 0.28% | No change | 4,148 | $1.5M |
| Boyd Wealth Management, LLC | 0.76% | No change | 4,132 | $1.5M |
| Absolute Capital Management, LLC | 0.88% | Add +3.5% | 4,126 | $1.5M |
| Ferguson Wellman Capital Management, Inc. | 0.03% | Add +11.7% | 4,112 | $1.5M |
| Lane & Associates LLC | 0.82% | Add +7.0% | 4,107 | $1.5M |
| Saiph Capital, LLC | 0.73% | Add +2.9% | 4,100 | $1.5M |
| Alta Wealth Advisors LLC | 0.70% | No change | 4,099 | $1.5M |
| Burney Co./ | 0.06% | Add +10.1% | 4,091 | $1.5M |
| Providence Capital Advisors, LLC | 0.31% | No change | 4,074 | $1.5M |
| SkyOak Wealth, LLC | 0.33% | Reduce -0.6% | 4,069 | $1.5M |
| Park Place Capital Corp | 0.41% | Reduce -0.6% | 4,061 | $1.5M |
| Camelot Portfolios, LLC | 0.93% | Add +17.8% | 4,041 | $1.5M |
| First Manhattan Co. Llc. | 0.00% | Add +22.1% | 4,032 | $1.5M |
| Vertex Planning Partners, LLC | 0.33% | Add +7.5% | 4,028 | $1.5M |
| Sfm, LLC | 1.10% | Add +7.3% | 4,019 | $1.5M |
| Icon Wealth Advisors, LLC | 0.12% | Reduce -5.6% | 4,012 | $1.5M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -31.1% | 3,978 | $1.5M |
| North Ridge Wealth Advisors, Inc. | 0.99% | No change | 4,000 | $1.5M |
| Tandem Capital Management Corp. | 0.83% | Add +2.6% | 3,994 | $1.5M |
| Oakworth Capital, Inc. | 0.10% | No change | 3,994 | $1.5M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +169.4% | 3,993 | $1.5M |
| Crux Wealth Advisors | 0.77% | Reduce -1.0% | 3,980 | $1.5M |
| Detalus Advisors, LLC | 0.46% | Add +29.2% | 3,979 | $1.5M |
| Investments & Financial Planning, LLC | 0.96% | Reduce -1.3% | 3,975 | $1.5M |
| Southern Capital Advisors, LLC | 0.82% | Add +0.1% | 3,972 | $1.5M |
| Gerber Kawasaki Wealth & Investment Management | 0.07% | Add +7.2% | 3,967 | $1.5M |
| Security National Bank of So Dak | 0.83% | Add +3.9% | 3,966 | $1.5M |
| Breakwater Capital Group | 0.26% | Add +25.6% | 3,960 | $1.5M |
| Newman Dignan & Sheerar, Inc. | 0.40% | Reduce -4.1% | 3,955 | $1.5M |
| Country Club Bank | 0.10% | Add +1.5% | 3,947 | $1.5M |
| Tounjian Advisory Partners, LLC | 0.27% | — | 3,928 | $1.5M |
| Lantz Financial LLC | 0.40% | Reduce -0.1% | 3,915 | $1.5M |
| Primoris Wealth Advisors, LLC | 1.12% | Add +14.2% | 3,890 | $1.4M |
| Accel Wealth Management | 0.52% | Reduce -0.2% | 3,901 | $1.4M |
| Allegheny Financial Group | 0.37% | Reduce -10.2% | 3,888 | $1.4M |
| Fort Sheridan Advisors LLC | 0.22% | Add +4.6% | 3,881 | $1.4M |
| Retirement Guys Formula LLC | 0.71% | Add +205.3% | 4,268 | $1.4M |
| Asset Management Group, Inc. | 0.27% | Reduce -2.3% | 3,873 | $1.4M |
| Next Level Private LLC | 0.54% | Add +2.3% | 3,873 | $1.4M |
| Kearns & Associates LLC | 0.93% | Add +54.2% | 3,870 | $1.4M |
| Optima Capital LLC | 0.91% | Reduce -12.1% | 3,856 | $1.4M |
| Yelin Lapidot Holdings Management Ltd. | 0.27% | No change | 3,835 | $1.4M |
| Glenview Trust Co | 0.03% | Add +5.1% | 3,803 | $1.4M |
| Robinson Smith Wealth Advisors LLC | 1.18% | Reduce -35.2% | 3,802 | $1.4M |
| Walkner Condon Financial Advisors LLC | 0.28% | Reduce -1.7% | 3,798 | $1.4M |
| Whitaker-Myers Wealth Managers, LTD. | 0.39% | Reduce -6.7% | 3,780 | $1.4M |
| KilterHowling LLC | 0.90% | Add +0.1% | 3,602 | $1.4M |
| Park National Corp. | 0.05% | Reduce -21.1% | 3,761 | $1.4M |
| LaFleur & Godfrey LLC | 0.19% | Add +0.7% | 3,760 | $1.4M |
| Summit Wealth & Retirement Planning, Inc. | 0.43% | Add +264.3% | 3,760 | $1.4M |
| Grange Capital, LLC | 1.63% | Reduce -9.2% | 3,760 | $1.4M |
| SK Wealth Management, LLC | 0.74% | Add +7.9% | 4,048 | $1.4M |
| Norden Group LLC | 0.16% | Add +161.3% | 3,732 | $1.4M |
| Capital Management Associates, Inc | 0.31% | Add +10.3% | 3,718 | $1.4M |
| Holos Integrated Wealth LLC | 0.90% | Reduce -7.4% | 3,708 | $1.4M |
| Twin Lakes Capital Management, LLC | 0.92% | Add +0.1% | 3,683 | $1.4M |
| GAMMA Investing LLC | 0.10% | Add +24.9% | 3,679 | $1.4M |
| Lifeworks Advisors, LLC | 0.23% | Add +40.1% | 3,678 | $1.4M |
| Jaffetilchin Investment Partners, LLC | 0.10% | Add +45.0% | 3,676 | $1.4M |
| Freestone Capital Holdings, LLC | 0.05% | Reduce -11.7% | 3,658 | $1.4M |
| Mogy Joel R Investment Counsel Inc. | 0.09% | Reduce -2.0% | 3,650 | $1.4M |
| Advocate Group LLC | 0.25% | No change | 3,649 | $1.4M |
| Provenance Wealth Advisors, LLC | 0.19% | No change | 3,641 | $1.4M |
| Easterly Investment Partners LLC | 0.11% | Reduce -35.3% | 3,633 | $1.3M |
| Pecaut & Co. | 0.46% | Reduce -4.4% | 3,606 | $1.3M |
| Aua Capital Management, LLC | 0.87% | Reduce -3.7% | 3,593 | $1.3M |
| Ruggaard & Associates LLC | 0.58% | Reduce -0.7% | 3,587 | $1.3M |
| Westmount Partners, LLC | 0.40% | Add +8.6% | 3,578 | $1.3M |
| Cherry Tree Wealth Management, LLC | 0.32% | Reduce -2.4% | 3,560 | $1.3M |
| Cornerstone Advisors Asset Management, LLC | 0.27% | Add +87.7% | 3,543 | $1.3M |
| Cedar Mountain Advisors, LLC | 0.29% | Reduce -9.6% | 3,543 | $1.3M |
| Independent Advisor Alliance | 0.04% | Reduce -95.9% | 3,542 | $1.3M |
| 360 Financial, Inc. | 0.47% | Reduce -14.7% | 3,534 | $1.3M |
| Meritage Portfolio Management | 0.09% | Reduce -2.6% | 3,532 | $1.3M |
| WESPAC Advisors, LLC | 1.07% | Reduce -39.8% | 3,529 | $1.3M |
| Rockbridge Investment Management, LCC | 0.15% | Add +2.2% | 3,510 | $1.3M |
| WealthCare Investment Partners, LLC | 0.55% | Add +14.9% | 3,787 | $1.3M |
| Northwest Bancshares, Inc. | 0.24% | Reduce -0.9% | 3,494 | $1.3M |
| Baring Financial LLC | 1.09% | Reduce -4.9% | 3,488 | $1.3M |
| Intrua Financial, LLC | 0.20% | Reduce -40.9% | 3,473 | $1.3M |
| Americana Partners, LLC | 0.05% | Add +10.6% | 3,439 | $1.3M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 3,426 | $1.3M |
| SPC Financial, Inc. | 0.11% | Reduce -1.8% | 3,425 | $1.3M |
| Eldridge Investment Advisors, Inc. | 0.29% | Add +3.8% | 3,417 | $1.3M |
| Atlas Legacy Advisors, LLC | 0.32% | Reduce -38.3% | 3,399 | $1.3M |
| Chapin Davis, Inc. | 0.43% | Add +5.2% | 3,394 | $1.3M |
| Bank of New Hampshire | 0.33% | Add +8.2% | 3,393 | $1.3M |
| Harbor Group, Inc. | 0.25% | Reduce -1.9% | 3,392 | $1.3M |
| First National Bank Sioux Falls | 0.51% | No change | 3,388 | $1.3M |
| Alpha Cubed Investments, LLC | 0.06% | Reduce -2.6% | 3,379 | $1.3M |
| Mayflower Financial Advisors, LLC | 0.19% | Add +12.7% | 3,375 | $1.3M |
| Noesis Capital Mangement Corp. | 0.25% | Add +6.5% | 3,368 | $1.2M |
| Canandaigua National Bank & Trust Co. | 0.12% | Reduce -1.1% | 3,362 | $1.2M |
| Cosner Financial Group, LLC | 0.76% | Add +37.1% | 3,354 | $1.2M |
| Boston Trust Walden Corp | 0.01% | No change | 3,334 | $1.2M |
| Tectonic Advisors LLC | 0.08% | Reduce -14.5% | 3,332 | $1.2M |
| LRI Investments, LLC | 0.12% | No change | 3,319 | $1.2M |
| Madden Advisory Services, Inc. | 0.57% | Add +8.4% | 3,312 | $1.2M |
| Verus Capital Partners, LLC | 0.12% | Add +10.4% | 3,305 | $1.2M |
| Dana Investment Advisors, Inc. | 0.04% | Reduce -16.4% | 3,300 | $1.2M |
| Journey Advisory Group, LLC | 0.10% | Reduce -42.9% | 3,297 | $1.2M |
| International Assets Investment Management, LLC | 0.11% | Reduce -16.1% | 3,296 | $1.2M |
| Foster Victor Wealth Advisors, LLC | 0.10% | Reduce -5.3% | 3,390 | $1.2M |
| New England Private Wealth Advisors LLC | 0.19% | Add +0.1% | 3,291 | $1.2M |
| Breakwater Investment Management | 0.52% | Add +5.7% | 3,284 | $1.2M |
| Creekmur Asset Management LLC | 0.26% | Add +2.6% | 3,283 | $1.2M |
| Arq Wealth Advisors, LLC | 0.45% | Reduce -12.8% | 3,270 | $1.2M |
| Quadrant Capital Group LLC | 0.04% | Reduce -0.9% | 3,255 | $1.2M |
| RWQ Financial Management Services, Inc. | 0.80% | New | 3,254 | $1.2M |
| AAFMAA Wealth Management & Trust LLC | 0.55% | Reduce -81.2% | 3,254 | $1.2M |
| Wealth Architects, LLC | 0.13% | No change | 3,245 | $1.2M |
| Summit Financial Strategies, Inc. | 0.12% | Reduce -0.0% | 3,221 | $1.2M |
| Three Magnolias Financial Advisors, LLC | 1.01% | Add +45.2% | 3,207 | $1.2M |
| Compass Advisory Group LLC | 0.41% | Add +1.6% | 3,202 | $1.2M |
| Whipplewood Advisors, LLC | 0.70% | Add +98.3% | 6,317 | $1.2M |
| Lincoln Capital LLC | 0.25% | Add +15.6% | 3,373 | $1.2M |
| First Citizens Bank & Trust Co. | 0.03% | Reduce -17.6% | 3,193 | $1.2M |
| Operose Advisors LLC | 0.39% | No change | 3,178 | $1.2M |
| Nautilus Advisors LLC | 0.97% | Reduce -1.9% | 3,165 | $1.2M |
| Confluence Wealth Services, Inc. | 0.07% | Add +203.7% | 3,246 | $1.2M |
| G&S Capital LLC | 0.50% | Add +168.1% | 3,148 | $1.2M |
| Curtis Advisory Group, LLC | 0.34% | Reduce -2.3% | 3,137 | $1.2M |
| Independence Bank of Kentucky | 0.18% | Reduce -1.5% | 3,136 | $1.2M |
| Graney & King, LLC | 0.86% | Reduce -11.1% | 3,132 | $1.2M |
| Cooper Financial Group | 0.15% | Reduce -0.2% | 3,127 | $1.2M |
| Jeppson Wealth Management, LLC | 0.42% | Reduce -20.2% | 3,112 | $1.2M |
| Beacon Financial Advisory LLC | 0.35% | Add +19.2% | 3,090 | $1.1M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -24.6% | 3,088 | $1.1M |
| Patriot Investment Management Group, Inc. | 0.09% | Reduce -8.5% | 3,086 | $1.1M |
| Matrix Asset Advisors Inc. | 0.13% | Reduce -2.1% | 3,069 | $1.1M |
| Winslow Capital Management, LLC | 0.00% | Reduce -82.0% | 3,068 | $1.1M |
| Fielder Capital Group LLC | 0.33% | No change | 3,067 | $1.1M |
| CVA Family Office, LLC | 0.17% | Add +3.3% | 3,067 | $1.1M |
| Goepper Burkhardt LLC | 0.45% | Add +195.9% | 3,057 | $1.1M |
| Hoxton Planning & Management, LLC | 0.43% | Reduce -4.0% | 3,043 | $1.1M |
| Tsfg, LLC | 0.23% | Reduce -2.1% | 3,038 | $1.1M |
| Kitching Partners, LLC | 1.30% | Add +100.5% | 3,029 | $1.1M |
| Mb, Levis & Associates, LLC | 0.52% | Add +0.1% | 3,009 | $1.1M |
| Solstein Capital, LLC | 0.65% | No change | 3,008 | $1.1M |
| Jefferies Financial Group Inc. | 0.02% | Reduce -20.7% | 3,000 | $1.1M |
| Deutsche Bank AG | 0.00% | No change | 2,999 | $1.1M |
| Delta Capital Management LLC | 0.65% | No change | 3,000 | $1.1M |
| Oxford Financial Group, LTD. LLC | 0.08% | Add +5.0% | 2,993 | $1.1M |
| Bull Oak Capital, LLC | 0.60% | Reduce -0.1% | 2,981 | $1.1M |
| Arrow Investment Advisors, LLC | 1.17% | Reduce -12.4% | 2,976 | $1.1M |
| Cohen Investment Advisors LLC | 0.64% | Add +3.5% | 2,968 | $1.1M |
| Golden State Wealth Management, LLC | 0.16% | Reduce -9.2% | 2,966 | $1.1M |
| Passive Capital Management, LLC. | 0.35% | New | 2,965 | $1.1M |
| Sound Income Strategies, LLC | 0.06% | Add +56.0% | 2,962 | $1.1M |
| Athena Investment Management | 0.66% | Add +10.8% | 2,957 | $1.1M |
| Zacks Investment Management | 0.01% | Add +5.1% | 2,956 | $1.1M |
| Diversify Wealth Management, LLC | 0.08% | Add +9.5% | 2,893 | $1.1M |
| Shepherd Financial Partners LLC | 0.13% | No change | 2,937 | $1.1M |
| Verity Asset Management, Inc. | 0.44% | New | 2,930 | $1.1M |
| Michels Family Financial, LLC | 0.98% | Add +0.2% | 2,925 | $1.1M |
| Headinvest, LLC | 0.21% | Add +40.3% | 2,921 | $1.1M |
| Fidelis Capital Partners, LLC | 0.11% | Add +12.0% | 2,862 | $1.1M |
| Tme Financial, Inc. | 0.93% | Reduce -7.0% | 2,898 | $1.1M |
| Sonora Investment Management Group, LLC | 0.09% | Add +1.3% | 2,884 | $1.1M |
| Farmers Trust Co. | 0.20% | Add +16.9% | 2,883 | $1.1M |
| HF Advisory Group, LLC | 0.47% | Add +2.4% | 2,871 | $1.1M |
| My Legacy Advisors, LLC | 0.41% | Add +12.8% | 2,866 | $1.1M |
| William Mack & Associates, Inc. | 0.91% | Add +1.2% | 2,864 | $1.1M |
| Winthrop Advisory Group LLC | 0.13% | Add +0.3% | 2,858 | $1.1M |
| Fiduciary Financial Group, LLC | 0.23% | Reduce -7.5% | 2,998 | $1.1M |
| RHS Financial, LLC | 0.59% | Add +6.8% | 2,855 | $1.1M |
| Seneschal Advisors, LLC | 0.91% | No change | 2,855 | $1.1M |
| Wealthquest Corp | 0.09% | Reduce -6.1% | 2,849 | $1.1M |
| Arlington Financial Advisors, LLC | 0.19% | Add +76.4% | 2,844 | $1.1M |
| Encompass Wealth Advisors, LLC | 0.43% | No change | 2,841 | $1.1M |
| Faithward Advisors, LLC | 0.18% | Add +12.8% | 2,834 | $1.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -9.6% | 2,829 | $1.0M |
| Grant/GrossMendelsohn, LLC | 0.58% | Add +1.4% | 2,781 | $1.0M |
| Aprio Wealth Management, LLC | 0.13% | Reduce -6.0% | 2,816 | $1.0M |
| Sandy Cove Advisors, LLC | 0.42% | Reduce -1.8% | 2,810 | $1.0M |
| AlphaCore Capital LLC | 0.09% | New | 2,808 | $1.0M |
| Cornell Pochily Investment Advisors, Inc. | 0.37% | Reduce -2.6% | 2,806 | $1.0M |
| HBW Advisory Services LLC | 0.15% | Reduce -20.5% | 2,804 | $1.0M |
| NorthCrest Asset Manangement, LLC | 0.03% | Reduce -11.9% | 2,789 | $1.0M |
| Caldwell Sutter Capital, Inc. | 0.49% | Reduce -4.8% | 2,789 | $1.0M |
| Private Advisory Group LLC | 0.12% | Reduce -0.2% | 2,788 | $1.0M |
| AssuredPartners Investment Advisors, LLC | 0.20% | Reduce -0.7% | 2,779 | $1.0M |
| Jackson, Grant Investment Advisers, Inc. | 0.40% | Reduce -4.8% | 2,777 | $1.0M |
| LPWM LLC | 0.33% | Reduce -0.1% | 2,765 | $1.0M |
| National Bank of Canada | 0.00% | Reduce -13.5% | 2,764 | $1.0M |
| RTD Financial Advisors, Inc. | 0.14% | Reduce -14.2% | 2,764 | $1.0M |
| Alpha Omega Wealth Management LLC | 0.20% | Reduce -1.1% | 2,761 | $1.0M |
| Circle Wealth Management, LLC | 0.02% | Add +1.4% | 2,758 | $1.0M |
| Cypress Financial Planning LLC | 0.37% | Reduce -14.6% | 2,753 | $1.0M |
| Jacobi Capital Management LLC | 0.08% | Reduce -10.5% | 2,753 | $1.0M |
| Parr McKnight Wealth Management Group, LLC | 0.15% | Add +2.0% | 2,746 | $1.0M |
| Convergence Financial, LLC | 0.20% | Add +12.7% | 2,739 | $1.0M |
| Libra Wealth LLC | 0.38% | Add +12.5% | 2,739 | $1.0M |
| First Command Advisory Services, Inc. | 0.01% | Reduce -9.6% | 2,735 | $1.0M |
| HUB Investment Partners, LLC | 0.04% | Add +37.2% | 2,734 | $1.0M |
| Flagship Private Wealth, LLC | 0.48% | Reduce -8.9% | 2,715 | $1.0M |
| Marion Wealth Management | 0.27% | Reduce -6.9% | 2,714 | $1.0M |
| Fortis Capital Advisors, LLC | 0.20% | Add +18.2% | 2,712 | $1.0M |
| Modern Wealth Management, LLC | 0.03% | Add +8.1% | 2,710 | $1.0M |
| Capital Group Private Client Services, Inc. | 0.01% | Reduce -0.2% | 2,707 | $1.0M |
| Claro Advisors Inc. | 0.13% | Reduce -0.8% | 2,706 | $1.0M |
| Valley National Advisers Inc. | 0.18% | Add +3.9% | 2,705 | $1.0M |
| Gateway Wealth Partners, LLC | 0.23% | Add +17.1% | 2,701 | $1.0M |
| Avantax Planning Partners, Inc. | 0.04% | Reduce -8.7% | 2,696 | $1000K |
| GM Advisory Group, LLC | 0.05% | Add +1.4% | 2,685 | $996K |
| Herold Advisors, Inc. | 0.22% | Add +9.8% | 2,681 | $995K |
| Wrapmanager Inc. | 0.26% | Reduce -4.5% | 2,681 | $994K |
| Legacy Advisors, LLC | 0.10% | Add +7.4% | 2,672 | $991K |
| Sheaff Brock Investment Advisors, LLC | 0.09% | No change | 2,666 | $989K |
| Haverford Trust Co | 0.01% | Reduce -3.7% | 2,663 | $988K |
| Viawealth, LLC | 0.61% | Reduce -2.1% | 2,663 | $987K |
| Klingman & Associates, LLC | 0.06% | Reduce -0.5% | 2,655 | $985K |
| Wesbanco Bank Inc. | 0.03% | Reduce -0.9% | 2,647 | $982K |
| Frank, Rimerman Advisors LLC | 0.08% | No change | 2,643 | $980K |
| Farmers National Bank | 0.28% | Add +16.9% | 2,637 | $978K |
| Symmetry Partners, LLC | 0.14% | Reduce -0.9% | 2,633 | $976K |
| Farmers & Merchants Investments Inc. | 0.03% | Reduce -3.6% | 2,631 | $976K |
| Linscomb Wealth, Inc. | 0.05% | Reduce -7.2% | 2,626 | $974K |
| Camarda Financial Advisors, LLC | 0.44% | Add +98.1% | 2,621 | $972K |
| Bouchey Financial Group, Ltd. | 0.09% | Reduce -1.6% | 2,615 | $970K |
| Hughes Financial Services, LLC | 0.19% | Reduce -4.6% | 2,578 | $965K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.09% | Add +33.3% | 2,597 | $963K |
| Baker Avenue Asset Management, LP | 0.03% | Add +1.4% | 2,597 | $963K |
| Patton Albertson Miller Group, LLC | 0.14% | Add +21.0% | 2,578 | $956K |
| Prosperity Consulting Group, LLC | 0.07% | Add +1.5% | 2,573 | $954K |
| Collective Family Office LLC | 0.26% | Reduce -1.0% | 2,563 | $950K |
| Waterloo Capital, L.P. | 0.09% | Add +11.7% | 2,555 | $948K |
| Indiana Trust & Investment Management Co | 0.34% | No change | 2,546 | $944K |
| Scarborough Advisors, LLC | 0.13% | Reduce -4.1% | 2,544 | $943K |
| Aviso Wealth Management | 0.50% | Reduce -6.0% | 2,540 | $942K |
| Conservest Capital Advisors, Inc. | 0.10% | No change | 2,534 | $940K |
| Sonoma Private Wealth LLC | 1.30% | Reduce -25.6% | 2,526 | $937K |
| TCI Wealth Advisors, Inc. | 0.07% | Add +5.1% | 2,518 | $934K |
| Strategic Financial Services, Inc. | 0.05% | Add +16.1% | 2,517 | $933K |
| Interchange Capital Partners, LLC | 0.26% | Reduce -1.8% | 2,515 | $933K |
| Tenon Financial LLC | 0.58% | No change | 2,512 | $932K |
| Endowment Wealth Management, Inc. | 0.60% | Reduce -21.3% | 2,512 | $932K |
| Redwood Financial Network Corp | 0.71% | Add +12.9% | 2,511 | $931K |
| Florida Financial Advisors, LLC | 0.37% | Reduce -2.6% | 2,507 | $929K |
| Focused Wealth Management, Inc | 0.13% | Reduce -0.6% | 2,501 | $927K |
| Trust Co. of Vermont | 0.05% | Add +8.0% | 2,495 | $925K |
| Traction Financial Partners, LLC | 0.72% | Reduce -32.7% | 2,490 | $923K |
| Stablepoint Partners, LLC | 0.17% | Add +3.5% | 2,483 | $921K |
| Hurley Capital, LLC | 0.70% | Add +20.8% | 2,479 | $919K |
| Guardian Wealth Advisors, LLC / NC | 0.07% | Add +10.1% | 2,472 | $917K |
| Congress Asset Management Co. | 0.01% | Reduce -3.7% | 2,471 | $916K |
| Rather & Kittrell, Inc. | 0.20% | Reduce -0.6% | 2,460 | $912K |
| RKL Wealth Management LLC | 0.09% | Reduce -0.3% | 2,459 | $912K |
| Fiduciary Trust Co | 0.01% | Add +64.0% | 2,445 | $907K |
| Money Concepts Capital Corp. | 0.07% | Add +0.4% | 2,444 | $906K |
| PDS Planning, Inc | 0.08% | Add +0.0% | 2,444 | $906K |
| 180 Wealth Advisors, LLC | 0.14% | Reduce -2.5% | 2,443 | $906K |
| Compass Planning Associates Inc | 0.91% | Add +55.6% | 2,436 | $903K |
| Tanglewood Legacy Advisors, LLC | 0.39% | Reduce -3.2% | 2,430 | $901K |
| Sage Financial Management Group, Inc. | 0.33% | No change | 2,421 | $898K |
| Waller Financial Planning Group, Inc. | 0.25% | Reduce -7.6% | 2,419 | $897K |
| Wealth Advisors of Iowa, LLC | 0.39% | No change | 2,419 | $897K |
| Mascagni Wealth Management, Inc. | 0.89% | No change | 2,418 | $897K |
| Thomasville National Bank | 0.07% | Reduce -7.1% | 2,418 | $897K |
| Waterfront Wealth Inc. | 0.22% | Add +4.5% | 2,411 | $894K |
| Alley Investment Management Company, LLC | 0.11% | Add +1.2% | 2,398 | $889K |
| Buck Wealth Strategies, LLC | 0.16% | New | 2,392 | $887K |
| Investmark Advisory Group LLC | 0.44% | Reduce -0.5% | 2,390 | $886K |
| Evolution Wealth Advisors, LLC | 0.15% | No change | 2,380 | $883K |
| Everstar Asset Management, LLC | 0.58% | Reduce -25.9% | 2,354 | $873K |
| Horizon Investment Services, LLC | 0.42% | Reduce -2.6% | 2,350 | $872K |
| Cypress Point Wealth Management, LLC | 0.27% | No change | 2,333 | $865K |
| Brown Miller Wealth Management, LLC | 0.30% | No change | 2,319 | $860K |
| Northstar Advisory Group, LLC | 0.56% | Reduce -1.5% | 2,316 | $859K |
| Crescent Grove Advisors, LLC | 0.09% | Add +34.3% | 2,312 | $857K |
| Badgley Phelps Wealth Managers, LLC | 0.02% | Reduce -6.5% | 2,302 | $854K |
| FRG Family Wealth Advisors LLC | 0.16% | No change | 2,298 | $852K |
| Roundview Capital LLC | 0.06% | Add +32.9% | 2,285 | $847K |
| Carret Asset Management, LLC | 0.10% | No change | 2,284 | $847K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 2,274 | $843K |
| Black Swift Group, LLC | 0.19% | Add +1.2% | 2,271 | $842K |
| Full Sail Capital, LLC | 0.05% | Add +31.6% | 2,259 | $838K |
| Pekin Hardy Strauss, Inc. | 0.10% | Reduce -9.8% | 2,253 | $835K |
| CGC Financial Services, LLC | 0.33% | Reduce -3.5% | 2,249 | $834K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.02% | Reduce -44.2% | 2,246 | $833K |
| Intellectus Partners, LLC | 0.21% | Add +0.2% | 2,245 | $833K |
| Alaska Wealth Advisors, LLC | 0.13% | Reduce -7.6% | 2,245 | $832K |
| Raleigh Capital Management Inc. | 0.38% | Reduce -14.2% | 2,243 | $832K |
| Ally Invest Advisors Inc. | 0.07% | Add +31.2% | 2,238 | $830K |
| Atlantic Union Bankshares Corp | 0.05% | Add +7.5% | 2,228 | $826K |
| First Commonwealth Financial Corp | 0.19% | Reduce -5.8% | 2,227 | $826K |
| Myecfo, LLC | 0.44% | Reduce -0.1% | 2,223 | $824K |
| Charis Legacy Partners, LLC | 1.55% | Add +9.7% | 2,208 | $819K |
| Hilltop Wealth Advisors, LLC | 0.46% | Reduce -2.1% | 2,200 | $816K |
| Shelton Capital Management | 0.02% | No change | 2,200 | $816K |
| Sovran Advisors, LLC | 0.11% | Reduce -34.9% | 2,312 | $814K |
| Towercrest Capital Management | 0.15% | No change | 2,191 | $812K |
| United Community Bank | 0.30% | Add +8.4% | 2,186 | $811K |
| Talisman Wealth Advisors LLC | 0.83% | Reduce -4.8% | 2,183 | $809K |
| X-Square Capital, LLC | 0.35% | Add +15.6% | 2,182 | $809K |
| Strive Asset Management, LLC | 0.56% | No change | 2,180 | $808K |
| Twin City Private Wealth, LLC | 0.71% | Add +5.2% | 2,170 | $805K |
| Harmony Asset Management LLC | 0.34% | Add +13.3% | 2,170 | $805K |
| Russell Investments Group, Ltd. | 0.00% | Add +51.1% | 2,168 | $804K |
| HFG Wealth Management, LLC | 0.49% | Add +57.6% | 1,953 | $802K |
| AAF Wealth Management, LLC | 0.43% | Reduce -1.2% | 2,159 | $801K |
| Cynosure Group, LLC | 0.11% | No change | 2,159 | $800K |
| Horan Securities, Inc. | 0.30% | Add +110.4% | 2,159 | $800K |
| Goodwin Investment Advisory | 1.24% | Reduce -60.9% | 2,157 | $800K |
| Aufman Associates Inc | 0.55% | Reduce -1.0% | 2,156 | $799K |
| Orgel Wealth Management, LLC | 0.02% | Add +4.7% | 2,154 | $799K |
| Wealth Dimensions Group, Ltd. | 0.19% | Add +3.1% | 2,150 | $797K |
| Fingerlakes Wealth Management, Inc. | 0.68% | Add +0.1% | 2,147 | $796K |
| Tru Independence Asset Management 2, LLC | 0.60% | New | 1,902 | $796K |
| Berkshire Asset Management LLC | 0.04% | No change | 2,044 | $793K |
| Canal Capital Management, LLC | 0.13% | No change | 2,136 | $792K |
| Bogart Wealth, LLC | 0.04% | Reduce -16.9% | 2,134 | $791K |
| Apollon Financial, LLC | 0.19% | Add +7.1% | 2,128 | $789K |
| Glassman Wealth Services | 0.13% | Add +79.8% | 2,122 | $787K |
| Holderness Investments Co. | 0.18% | Add +18.4% | 2,121 | $786K |
| Willner & Heller, LLC | 0.73% | Reduce -0.8% | 2,116 | $784K |
| W Advisors, LLC | 0.49% | Reduce -5.5% | 2,115 | $784K |
| Proffitt & Goodson Inc. | 0.13% | No change | 2,108 | $782K |
| Baker Tilly Wealth Management, LLC | 0.31% | Reduce -53.3% | 2,105 | $781K |
| DiNuzzo Private Wealth, Inc. | 0.10% | No change | 2,102 | $779K |
| Semus Wealth Partners LLC | 0.54% | Reduce -0.3% | 2,102 | $779K |
| Shayne & Jacobs, LLC | 0.19% | No change | 2,100 | $779K |
| InvesTrust | 0.21% | Add +5.0% | 2,098 | $778K |
| Boyd Watterson Asset Management LLC | 0.25% | No change | 2,089 | $775K |
| Northwest Wealth Management, LLC | 0.15% | Reduce -3.6% | 2,088 | $774K |
| First National Trust Co | 0.03% | Reduce -4.2% | 2,087 | $774K |
| Northwest Capital Management Inc | 0.32% | No change | 2,078 | $771K |
| Edgestream Partners, L.P. | 0.03% | Add +109.4% | 2,077 | $770K |
| BNP Paribas Financial Markets | 0.00% | Add +187.5% | 2,070 | $768K |
| Towneley Capital Management, Inc / DE | 0.18% | Reduce -5.8% | 2,067 | $766K |
| Channel Wealth LLC | 0.24% | Add +2.5% | 2,063 | $765K |
| IFG Advisors, LLC | 0.15% | Reduce -0.3% | 2,057 | $763K |
| Galvin, Gaustad & Stein, LLC | 0.07% | Reduce -12.4% | 2,054 | $762K |
| Windsor Capital Management, LLC | 0.23% | Reduce -0.7% | 2,047 | $759K |
| Wealth Management Partners, LLC | 0.35% | Add +0.8% | 2,046 | $759K |
| Clarity Financial LLC | 0.09% | No change | 2,041 | $757K |
| Colonial River Investments, LLC | 0.42% | Reduce -13.4% | 2,038 | $756K |
| Net Worth Advisory Group | 0.24% | Add +9.4% | 2,036 | $755K |
| Burkett Financial Services, LLC | 0.31% | Reduce -4.2% | 2,036 | $755K |
| Innovative Wealth Building LLC | 0.69% | Add +49.6% | 2,030 | $753K |
| BOS Asset Management, LLC | 0.26% | Reduce -0.4% | 2,028 | $752K |
| Empirical Asset Management, LLC | 0.26% | Add +0.1% | 2,023 | $750K |
| One Wealth Advisors, LLC | 0.11% | No change | 2,018 | $748K |
| Long Island Wealth Management, Inc. | 0.46% | Reduce -1.2% | 2,016 | $748K |
| Meridian Wealth Advisors, LLC | 0.13% | No change | 2,016 | $748K |
| Hemington Wealth Management | 0.12% | No change | 2,014 | $746K |
| Defined Financial Planning LLC | 0.75% | Add +191.9% | 1,991 | $745K |
| LJI Wealth Management, LLC | 0.15% | Add +0.7% | 2,007 | $744K |
| River Wealth Advisors LLC | 0.10% | Add +1.0% | 2,007 | $744K |
| Brady Martz Wealth Solutions, LLC | 0.17% | Reduce -0.2% | 2,003 | $743K |
| L & S Advisors Inc | 0.10% | No change | 1,997 | $741K |
| Eastern Bank | 0.01% | Add +1.1% | 1,994 | $739K |
| Sharper & Granite LLC | 0.31% | Add +101.3% | 1,993 | $739K |
| Foster Group, Inc. | 0.03% | No change | 1,983 | $735K |
| Archer Investment Corp | 0.19% | Reduce -8.9% | 1,980 | $734K |
| Shared Vision Wealth Group LLC | 0.40% | No change | 1,978 | $734K |
| Opulen Financial Group LLC | 0.66% | Add +0.1% | 1,970 | $730K |
| Lanark Financial, Inc. | 0.06% | — | 1,970 | $730K |
| Johnson Financial Group, Inc. | 0.04% | Reduce -3.6% | 1,966 | $729K |
| Unique Wealth Strategies, LLC | 0.33% | Add +36.5% | 1,962 | $728K |
| Grove Bank & Trust | 0.10% | Reduce -3.2% | 1,962 | $728K |
| Lauer Wealth, LLC | 0.56% | New | 1,920 | $727K |
| Wolf Group Capital Advisors | 0.24% | Reduce -26.4% | 1,960 | $727K |
| ZEGA Investments, LLC | 0.21% | Add +0.1% | 1,960 | $727K |
| Bridgewealth Advisory Group, LLC | 0.95% | Reduce -21.9% | 1,951 | $723K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | Reduce -20.1% | 2,006 | $723K |
| First Bancorp, Inc | 0.47% | Add +2.4% | 1,949 | $723K |
| Armstrong Advisory Group, Inc. | 0.06% | No change | 1,751 | $719K |
| Pacific Sun Financial Corp | 0.41% | Reduce -5.9% | 1,928 | $715K |
| Sterling Financial Planning, Inc. | 0.26% | Reduce -1.2% | 1,927 | $715K |
| Mission Financial Group, LLC | 0.66% | — | 1,632 | $713K |
| Traynor Capital Management, Inc. | 0.06% | Add +9.2% | 1,918 | $711K |
| First International Bank & Trust | 0.22% | No change | 1,916 | $710K |
| BankPlus Trust Department | 0.24% | Reduce -5.4% | 1,912 | $709K |
| Thompson Investment Management, Inc. | 0.11% | No change | 1,907 | $707K |
| McLean Asset Management Corp | 0.23% | No change | 2,146 | $707K |
| Winch Advisory Services, LLC | 0.19% | Add +2.3% | 1,905 | $706K |
| Scotia Capital Inc. | 0.00% | Reduce -7.3% | 1,898 | $704K |
| Balanced Rock Investment Advisors LLC | 0.56% | Add +1.4% | 1,893 | $702K |
| Alliance Wealth Management Group | 0.19% | No change | 1,891 | $701K |
| Independent Solutions Wealth Management, LLC | 0.16% | New | 1,884 | $699K |
| Single Point Partners, LLC | 0.16% | No change | 1,881 | $698K |
| WNY Asset Management, LLC | 0.08% | Add +3.8% | 1,882 | $698K |
| Clarity Wealth Advisors, LLC | 0.19% | Add +40.4% | 1,881 | $698K |
| RiverFront Investment Group, LLC | 0.02% | Add +2.2% | 1,881 | $698K |
| Frontier Asset Management, LLC | 0.20% | Reduce -5.8% | 1,880 | $697K |
| S.A. Mason LLC | 0.37% | Add +0.1% | 1,879 | $697K |
| TruWealth Advisors, LLC | 0.04% | Add +1.9% | 1,878 | $697K |
| Cobblestone Capital Advisors LLC | 0.04% | Reduce -16.6% | 1,865 | $692K |
| Maltin Wealth Management, Inc. | 0.32% | Add +0.1% | 1,863 | $691K |
| Bay Capital Advisors, LLC | 0.57% | Reduce -35.0% | 1,860 | $690K |
| Atlantic Private Wealth, LLC | 0.51% | Add +0.1% | 1,857 | $689K |
| Argentarii, LLC | 0.34% | Add +6.8% | 1,848 | $686K |
| Richard W. Paul & Associates, LLC | 0.27% | Reduce -10.8% | 1,847 | $685K |
| AMG National Trust Bank | 0.02% | Reduce -0.8% | 1,845 | $684K |
| Valued Retirements, Inc. | 0.90% | Add +0.1% | 1,844 | $684K |
| Thompson Davis & Co., Inc. | 0.54% | Add +0.1% | 1,841 | $683K |
| Level Wealth Management LLC | 0.45% | Add +2.8% | 1,839 | $682K |
| German American Bancorp, Inc. | 0.07% | No change | 1,838 | $682K |
| Ullmann Wealth Partners Group, LLC | 0.09% | No change | 1,833 | $680K |
| Pinney & Scofield, Inc. | 0.49% | Add +38.0% | 1,832 | $679K |
| Adero Partners, LLC | 0.04% | Add +51.0% | 1,825 | $677K |
| New Perspectives, Inc | 0.36% | No change | 1,819 | $675K |
| Transform Wealth, LLC | 0.04% | Add +2.1% | 1,816 | $674K |
| Rialto Wealth Management, LLC | 0.21% | No change | 1,815 | $673K |
| Montis Financial, LLC | 0.20% | New | 1,815 | $673K |
| FSA Advisors, Inc. | 0.53% | Add +86.3% | 1,813 | $672K |
| Williams Jones Wealth Management, LLC. | 0.01% | Add +47.7% | 1,811 | $672K |
| Well Done, LLC | 0.12% | Add +4.2% | 1,627 | $668K |
| Avestar Capital, LLC | 0.06% | Reduce -24.5% | 1,800 | $667K |
| Narwhal Capital Management | 0.06% | No change | 1,800 | $667K |
| Pillar Financial Advisors, LLC | 0.50% | No change | 1,798 | $667K |
| King Wealth Management Group | 0.10% | Add +9.2% | 1,975 | $666K |
| YHB Investment Advisors, Inc. | 0.06% | Add +2.7% | 1,796 | $666K |
| Pittenger & Anderson Inc. | 0.02% | Add +12.1% | 1,793 | $665K |
| Colonial Trust Advisors | 0.06% | Add +22.4% | 1,793 | $665K |
| Buttonwood Financial Advisors Inc. | 0.29% | No change | 1,793 | $665K |
| Vision Capital Management, Inc. | 0.10% | No change | 1,790 | $664K |
| Amara Financial, Llc. | 0.61% | Add +0.1% | 1,789 | $663K |
| Prosperity Financial Group, Inc. | 0.33% | Add +2.3% | 1,784 | $662K |
| Personal Cfo Solutions, LLC | 0.13% | Add +68.8% | 1,779 | $660K |
| Chemistry Wealth Management LLC | 0.15% | Add +3.1% | 1,777 | $659K |
| Syverson Strege & Co | 0.21% | No change | 1,775 | $658K |
| Sierra Ocean, LLC | 0.52% | No change | 1,773 | $658K |
| Bannerman Wealth Management Group, LLC | 0.54% | Reduce -2.6% | 1,773 | $657K |
| Navalign, LLC | 0.19% | Reduce -3.5% | 1,767 | $655K |
| Capital Advantage, Inc. | 0.12% | No change | 1,594 | $654K |
| Sepio Capital, LP | 0.05% | No change | 1,761 | $653K |
| Fiduciary Group, LLC | 0.07% | No change | 1,757 | $651K |
| Gables Capital Management Inc. | 0.32% | Add +16.2% | 1,752 | $650K |
| 2UniFi Bank | 0.42% | Add +3.4% | 1,596 | $648K |
| Country Trust Bank | 0.02% | No change | 1,743 | $646K |
| Alteri Wealth LLC | 0.28% | Reduce -2.7% | 1,743 | $646K |
| Voisard Asset Management Group, Inc. | 0.19% | Reduce -41.8% | 1,740 | $645K |
| Colonial Trust Co / SC | 0.10% | Add +4.2% | 1,735 | $643K |
| First National Corp. /Ma/ | 0.14% | Add +0.3% | 1,727 | $640K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.16% | Reduce -4.7% | 1,724 | $639K |
| TRUE Private Wealth Advisors | 0.08% | Reduce -2.4% | 1,724 | $639K |
| Stock Yards Bank & Trust Co. | 0.02% | Reduce -9.8% | 1,722 | $639K |
| Means Investment Co., Inc. | 0.07% | Reduce -4.2% | 1,711 | $634K |
| Nalls Sherbakoff Group, LLC | 0.52% | — | 1,710 | $634K |
| Plan Group Financial, LLC | 0.23% | Add +232.8% | 1,707 | $633K |
| Petredis Investment Advisors LLC | 0.07% | Reduce -12.4% | 1,701 | $631K |
| MKT Advisors LLC | 0.30% | Add +2.5% | 1,883 | $630K |
| Valtinson Bruner Financial Planning LLC | 0.21% | Add +3.6% | 1,697 | $629K |
| Seneca Financial Advisors LLC | 0.30% | No change | 1,693 | $628K |
| First Foundation Advisors | 0.03% | Add +0.5% | 1,693 | $628K |
| Shira Ridge Wealth Management | 0.31% | Reduce -2.1% | 1,684 | $624K |
| Realta Investment Advisors | 0.28% | Reduce -33.9% | 1,668 | $619K |
| Blue Chip Partners, LLC | 0.05% | Reduce -0.7% | 1,666 | $618K |
| Headlands Technologies LLC | 0.07% | Reduce -91.6% | 1,657 | $614K |
| Sfmg, LLC | 0.05% | No change | 1,653 | $613K |
| Hancock Whitney Corp. | 0.02% | Add +24.0% | 1,651 | $612K |
| Sierra Summit Advisors LLC | 0.13% | Add +4.0% | 1,646 | $610K |
| GeoWealth Management, LLC | 0.02% | Reduce -97.2% | 1,644 | $610K |
| Spinnaker Trust | 0.04% | Reduce -5.6% | 1,639 | $608K |
| AF Advisors, Inc. | 0.11% | Reduce -5.8% | 1,635 | $606K |
| Denver Wealth Management, Inc. | 0.28% | Add +0.1% | 1,635 | $606K |
| Everest Private Wealth | 0.55% | Add +0.1% | 1,628 | $604K |
| Eagle Bay Advisors LLC | 0.51% | Add +2.3% | 1,625 | $602K |
| Private Client Services, LLC | 0.30% | Reduce -10.0% | 1,621 | $601K |
| WPG Advisers, LLC | 0.56% | Reduce -20.8% | 1,613 | $598K |
| Milestone Asset Management, LLC | 0.13% | Add +65.8% | 1,612 | $598K |
| Latitude Advisors, LLC | 0.35% | Add +30.7% | 1,612 | $598K |
| BBR Partners, LLC | 0.04% | Reduce -12.1% | 1,606 | $596K |
| Firestone Capital Management | 0.16% | Add +0.1% | 1,600 | $593K |
| Alpine Woods Capital Investors, LLC | 0.15% | No change | 1,600 | $593K |
| Octavia Wealth Advisors, LLC | 0.07% | Add +1.0% | 1,600 | $593K |
| RDA Financial Network | 0.18% | Reduce -1.4% | 1,600 | $593K |
| Mason Investment Advisory Services, Inc. | 0.04% | Add +0.1% | 1,597 | $592K |
| Meridian Financial Advisors, LLC | 0.41% | Add +1.0% | 1,580 | $586K |
| Accredited Investor Services, LLC | 0.49% | New | 1,579 | $586K |
| CFO4Life Group, LLC | 0.10% | Reduce -12.1% | 1,579 | $585K |
| Beacon Wealthcare LLC | 0.24% | No change | 1,565 | $580K |
| Calamos Wealth Management LLC | 0.03% | Add +3.3% | 1,564 | $580K |
| Capital Advisors Inc. | 0.01% | Add +0.1% | 1,562 | $579K |
| First National Advisers, LLC | 0.09% | Reduce -3.6% | 1,556 | $577K |
| Accredited Investors Inc. | 0.04% | Add +3.7% | 1,556 | $577K |
| Ellsworth Advisors, LLC | 0.15% | Reduce -7.7% | 1,553 | $576K |
| MIdWestOne Financial Group, Inc. | 0.08% | No change | 1,552 | $576K |
| Quartz Partners, LLC | 0.35% | Reduce -15.8% | 1,552 | $575K |
| Welch Group, LLC | 0.03% | Add +7.6% | 1,539 | $570K |
| Allen Capital Group, LLC | 0.07% | Add +1.3% | 1,536 | $570K |
| Nelson Capital Management, LLC | 0.10% | Reduce -20.7% | 1,533 | $568K |
| Dynamic Financial Group | 0.57% | No change | 1,526 | $566K |
| Principal Financial Group Inc. | 0.00% | Reduce -72.0% | 1,525 | $566K |
| Van Hulzen Asset Management, LLC | 0.05% | Add +24.7% | 1,524 | $565K |
| McNamara Financial Services, Inc. | 0.12% | Reduce -17.4% | 1,518 | $563K |
| Capital Asset Advisory Services LLC | 0.03% | Reduce -6.5% | 1,490 | $562K |
| 4WEALTH Advisors, Inc. | 0.62% | Add +15.8% | 1,510 | $560K |
| Ti-Trust, Inc. | 0.37% | Reduce -0.5% | 1,510 | $560K |
| Team Hewins, LLC | 0.22% | Reduce -32.5% | 1,507 | $559K |
| FAS Wealth Partners, Inc. | 0.05% | Reduce -4.9% | 1,503 | $558K |
| First Business Financial Services, Inc. | 0.05% | No change | 1,502 | $557K |
| Morton Capital Management LLC | 0.11% | Reduce -1.3% | 1,497 | $555K |
| Keudell/Morrison Wealth Management | 0.13% | Add +1.4% | 1,494 | $554K |
| Flower City Capital | 0.36% | Reduce -7.5% | 1,489 | $552K |
| Midwest Capital Advisors, LLC | 0.34% | Add +2.1% | 1,489 | $552K |
| Keystone Wealth Services, LLC | 0.15% | Add +12.7% | 1,485 | $551K |
| Potomac Fund Management Inc. | 0.24% | Reduce -11.1% | 1,608 | $550K |
| Red Door Wealth Management, LLC | 0.08% | Add +8.2% | 1,484 | $550K |
| WASHINGTON TRUST Co | 0.02% | No change | 1,483 | $550K |
| Sterling Investment Advisors, Ltd. | 0.13% | Add +7.4% | 1,476 | $547K |
| FSA Wealth Management LLC | 0.23% | Reduce -3.6% | 1,475 | $547K |
| American Financial & Tax Strategies Inc. | 0.29% | Reduce -0.3% | 1,469 | $545K |
| Townsend Asset Management Corp. /NC/ | 0.21% | No change | 1,468 | $544K |
| Lynx Investment Advisory | 0.36% | Reduce -0.6% | 1,468 | $544K |
| Members Wealth LLC | 0.41% | Add +21.1% | 1,466 | $544K |
| Trivium Point Advisory, LLC | 0.07% | Reduce -9.5% | 1,465 | $543K |
| RAM Investment Partners, LLC | 0.13% | No change | 1,465 | $543K |
| L.M. Kohn & Company | 0.14% | Add +13.8% | 1,461 | $542K |
| Rowlandmiller & Partners.adv | 0.11% | Reduce -1.1% | 1,459 | $541K |
| PKS Advisory Services, LLC | 0.15% | Reduce -0.2% | 1,458 | $541K |
| Stockman Wealth Management, Inc. | 0.08% | Add +11.8% | 1,457 | $540K |
| M Wealth Management, LLC | 0.50% | Add +0.1% | 1,453 | $539K |
| Flagstar Securities, Inc. | 0.14% | Add +2.0% | 1,452 | $538K |
| Unique Wealth, LLC | 0.10% | New | 1,450 | $538K |
| Gries Financial LLC | 0.10% | Add +33.6% | 1,450 | $538K |
| Vance Wealth, LLC | 0.20% | Reduce -4.0% | 1,443 | $535K |
| JFG Wealth Management, LLC | 0.12% | Add +0.7% | 1,442 | $535K |
| Cannell & Spears LLC | 0.01% | Reduce -3.6% | 1,440 | $534K |
| Curated Wealth Partners LLC | 0.07% | Add +20.0% | 1,438 | $533K |
| Helium Advisors LLC | 0.39% | No change | 1,433 | $531K |
| EFG Asset Management (Americas) Corp. | 0.11% | Reduce -77.7% | 1,431 | $531K |
| Monument Group Wealth Advisors, LLC | 0.37% | New | 1,425 | $528K |
| MKD Wealth Coaches, LLC | 0.60% | No change | 1,425 | $528K |
| Financial Futures Ltd Liability Co. | 0.30% | Reduce -1.0% | 1,417 | $525K |
| Viewpoint Capital Management LLC | 0.28% | No change | 1,406 | $521K |
| Obermeyer Wealth Partners | 0.03% | Add +19.2% | 1,405 | $521K |
| JB Capital LLC | 0.03% | Reduce -1.9% | 1,403 | $521K |
| Wealthstar Advisors, LLC | 0.24% | Reduce -13.2% | 1,400 | $519K |
| Pettyjohn, Wood & White, Inc. | 0.10% | No change | 1,400 | $519K |
| Ipsen Advisor Group LLC | 0.45% | Add +0.1% | 1,395 | $517K |
| WP Advisors, LLC | 0.17% | Add +0.1% | 1,393 | $517K |
| Peoples Financial Services Corp. | 0.25% | No change | 1,391 | $516K |
| Foster Dykema Cabot & Partners, LLC | 0.04% | No change | 1,390 | $515K |
| Tanager Wealth Management LLP | 0.07% | No change | 1,380 | $512K |
| Chevy Chase Trust Holdings, LLC | 0.00% | New | 1,375 | $510K |
| Dover Advisors, LLC | 0.22% | New | 1,373 | $509K |
| Redhawk Wealth Advisors, Inc. | 0.07% | Add +7.8% | 1,371 | $508K |
| Beese Fulmer Investment Management, Inc. | 0.04% | Add +21.1% | 1,368 | $507K |
| National Wealth Management Group, LLC | 0.33% | Reduce -11.2% | 1,367 | $507K |
| Massachusetts Financial Services Co. | 0.00% | Add +52.8% | 1,366 | $507K |
| Colton Groome Financial Advisors, LLC | 0.20% | Reduce -28.8% | 1,339 | $507K |
| Berkeley Capital Partners, LLC | 0.14% | Add +0.7% | 1,366 | $506K |
| Lee Danner & Bass Inc. | 0.04% | Reduce -1.8% | 1,365 | $506K |
| Benin Management CORP | 0.14% | Add +0.1% | 1,364 | $506K |
| Capital Advisors Wealth Management, LLC | 0.09% | Reduce -8.4% | 1,360 | $505K |
| Kelly Financial Services LLC | 0.18% | Reduce -35.8% | 1,360 | $504K |
| Prosperity Wealth Management, Inc. | 0.24% | Add +27.3% | 1,359 | $504K |
| Summit Global Investments | 0.04% | Reduce -76.1% | 1,358 | $503K |
| Strid Group, LLC | 0.08% | No change | 1,353 | $502K |
| Trexquant Investment LP | 0.01% | Reduce -12.7% | 1,353 | $502K |
| Empire Financial Management Company, LLC | 0.15% | Reduce -5.4% | 1,345 | $499K |
| Appleton Partners Inc. | 0.04% | Add +134.6% | 1,335 | $495K |
| Landmark Wealth Management, Inc. | 0.24% | No change | 1,334 | $495K |
| BSW Wealth Partners | 0.08% | Add +100.2% | 1,333 | $494K |
| Ballast Advisors LLC | 0.16% | Reduce -7.0% | 1,331 | $494K |
| Farrell Financial LLC | 0.36% | Add +1.3% | 1,329 | $493K |
| Center For Asset Management LLC | 0.30% | Reduce -15.4% | 1,327 | $492K |
| Essex LLC | 0.11% | Add +3.9% | 1,324 | $491K |
| Private Capital Management, LLC | 0.05% | Add +110.2% | 1,324 | $491K |
| Fiduciary Alliance LLC | 0.05% | New | 1,322 | $490K |
| Financial Gravity Asset Management, Inc. | 0.11% | — | 1,321 | $490K |
| Portside Wealth Group, LLC | 0.08% | Reduce -15.0% | 1,320 | $489K |
| Iron Horse Wealth Management, LLC | 0.16% | Reduce -4.3% | 1,319 | $489K |
| WealthTrust Axiom LLC | 0.15% | No change | 1,317 | $488K |
| Mosaic Financial Group, LLC | 0.40% | No change | 1,315 | $488K |
| Fortis Capital Management LLC | 0.09% | Add +63.5% | 1,316 | $488K |
| Cladis Investment Advisory, LLC | 0.35% | No change | 1,310 | $486K |
| Trademark Financial Management, LLC | 0.37% | Reduce -46.4% | 1,308 | $485K |
| Cypress Wealth Services, LLC | 0.10% | Reduce -1.5% | 1,305 | $484K |
| Pointe Capital Management LLC | 0.28% | No change | 1,295 | $480K |
| J. W. Coons Advisors, LLC | 0.13% | No change | 1,294 | $480K |
| Christensen, King & Associates Investment Services, Inc. | 0.23% | Reduce -0.8% | 1,222 | $479K |
| Proactive Wealth Strategies LLC | 0.25% | Add +2.5% | 1,286 | $477K |
| FSM Wealth Advisors, LLC | 0.11% | No change | 1,285 | $476K |
| Genesis Private Wealth, LLC | 0.25% | Reduce -0.4% | 1,284 | $476K |
| Sage Private Wealth Group, LLC | 0.36% | New | 1,281 | $475K |
| Wealth Group Ltd | 0.14% | Reduce -0.7% | 1,280 | $475K |
| Allred Capital Management, LLC | 0.19% | No change | 1,278 | $474K |
| Slagle Financial, LLC | 0.21% | Reduce -1.5% | 1,276 | $473K |
| Phillips Financial Management, LLC | 0.04% | Add +98.3% | 1,275 | $473K |
| Parkshore Wealth Management, Inc. | 0.27% | Add +0.1% | 1,274 | $472K |
| Cascade Financial Partners, LLC | 0.06% | Add +29.8% | 1,272 | $472K |
| Landaas & Co. /Wi | 0.13% | Reduce -9.7% | 1,272 | $471K |
| Milestone Asset Management Group, LLC | 0.43% | Add +0.1% | 1,269 | $471K |
| Pinnacle Family Advisors, LLC | 0.26% | Reduce -10.6% | 1,268 | $470K |
| Cura Wealth Advisors, LLC | 0.19% | No change | 1,258 | $466K |
| DGS Capital Management, LLC | 0.12% | Reduce -19.5% | 1,255 | $465K |
| Everpar Advisors LLC | 0.25% | Add +0.2% | 1,252 | $464K |
| Keystone Financial Group, Inc. | 0.33% | Reduce -17.5% | 1,209 | $464K |
| Sprott Inc. | 0.03% | New | 1,250 | $464K |
| Mairs & Power Inc. | 0.00% | Add +10.6% | 1,248 | $463K |
| Minot DeBlois Advisors LLC | 0.46% | Add +0.2% | 1,245 | $462K |
| Valley Forge Investment Consultants Inc. Adv | 0.16% | Reduce -0.2% | 1,241 | $460K |
| Schnieders Capital Management LLC | 0.10% | No change | 1,241 | $460K |
| Mason & Associates Inc | 0.11% | Reduce -0.2% | 1,240 | $460K |
| Rodgers Brothers Inc. | 0.06% | Reduce -0.8% | 1,237 | $459K |
| Security National Bank of Sioux City Iowa | 0.33% | Add +51.7% | 1,233 | $457K |
| Mason & Associates, LLC | 0.13% | No change | 1,232 | $457K |
| Petra Financial Advisors Inc. | 0.37% | Reduce -19.6% | 1,230 | $456K |
| Capital Square, LLC | 0.27% | Add +5.6% | 1,230 | $456K |
| Gilbert & Cook, Inc. | 0.07% | Reduce -6.3% | 1,228 | $455K |
| Hobbs Group Advisors, LLC | 0.17% | No change | 1,226 | $455K |
| Kropog Financial Group, LLC | 0.43% | Reduce -0.3% | 1,218 | $452K |
| Arthur M. Cohen & Associates, LLC | 0.09% | Add +0.1% | 1,218 | $452K |
| Continental Investors Services, Inc. | 0.90% | Add +0.7% | 1,217 | $451K |
| Walker Asset Management, LLC | 0.27% | No change | 1,204 | $446K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -1.1% | 1,201 | $445K |
| Salus Financial Advisors, LLC | 0.34% | Add +5.6% | 1,200 | $445K |
| FWL Investment Management, LLC | 0.17% | No change | 1,200 | $445K |
| waypoint wealth counsel | 0.28% | Reduce -0.4% | 1,198 | $444K |
| Chase Investment Counsel Corp. | 0.16% | No change | 1,200 | $444K |
| Wynn Capital, LLC | 0.26% | No change | 1,197 | $444K |
| DHJJ Financial Advisors, Ltd. | 0.18% | Reduce -0.1% | 1,197 | $444K |
| Twele Capital Management, Inc. | 0.09% | Reduce -0.3% | 1,196 | $444K |
| Westfuller Advisors, LLC | 0.30% | Reduce -91.4% | 1,193 | $442K |
| Bey-Douglas LLC | 0.40% | Reduce -10.7% | 1,191 | $442K |
| Abacus Wealth Partners, LLC | 0.07% | Reduce -1.9% | 1,185 | $439K |
| ARK & TLK Investments, LLC | 0.15% | Add +4.7% | 1,183 | $439K |
| Welch & Forbes LLC | 0.01% | Reduce -7.6% | 1,183 | $439K |
| Westside Investment Management, Inc. | 0.09% | Reduce -1.5% | 1,177 | $437K |
| MBE Wealth Management, LLC | 0.21% | Reduce -1.3% | 1,176 | $436K |
| Mainstay Capital Management LLC | 0.06% | Reduce -50.0% | 1,176 | $436K |
| Fairscale Capital, LLC | 0.39% | Add +19.5% | 1,176 | $436K |
| GFG Capital, LLC | 0.13% | No change | 1,175 | $436K |
| Motive Wealth Advisors | 0.23% | Reduce -1.9% | 1,174 | $435K |
| WealthBridge Capital Management, LLC | 0.12% | Reduce -3.5% | 1,174 | $435K |
| Webster Bank, N. A. | 0.05% | No change | 1,171 | $434K |
| Plan A Wealth LLC | 0.34% | Reduce -41.2% | 1,170 | $434K |
| Horan Capital Advisors, LLC. | 0.15% | No change | 1,169 | $433K |
| Activest Wealth Management | 0.12% | Add +3.6% | 1,168 | $433K |
| Fairview Capital Investment Management, LLC | 0.02% | No change | 1,166 | $432K |
| Heritage Wealth Advisors | 0.02% | No change | 1,166 | $432K |
| Legacy Private Trust Co. | 0.03% | No change | 1,165 | $432K |
| Syntegra Private Wealth Group, LLC | 0.05% | No change | 1,164 | $432K |
| Atlas Wealth LLC | 0.23% | No change | 1,161 | $431K |
| PBMares Wealth Management LLC | 0.09% | Add +14.1% | 1,160 | $430K |
| Cape Investment Advisory, Inc. | 0.17% | Add +138.8% | 1,158 | $429K |
| BancFirst Trust & Investment Management | 0.21% | Add +9.4% | 1,159 | $429K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.17% | Reduce -36.6% | 1,158 | $429K |
| AEGON USA Investment Management, LLC | 0.46% | Add +15.0% | 1,152 | $427K |
| Pachira Investments Inc. | 0.30% | Reduce -9.1% | 1,143 | $423K |
| AIMZ Investment Advisors, LLC | 0.15% | No change | 1,141 | $423K |
| Portland Financial Advisors Inc | 1.08% | No change | 1,134 | $421K |
| First City Capital Management, Inc. | 0.25% | Reduce -4.5% | 1,132 | $420K |
| Carnegie Lake Advisors LLC | 0.17% | Add +6.1% | 1,131 | $419K |
| FourThought Financial Partners, LLC | 0.04% | Add +15.2% | 1,128 | $418K |
| North Forty Two & Co. | 0.46% | Reduce -4.7% | 1,128 | $418K |
| Capital Investment Services of America, Inc. | 0.04% | Add +18.9% | 1,122 | $416K |
| Verus Financial Partners, Inc. | 0.05% | Reduce -0.5% | 1,148 | $416K |
| Weatherly Asset Management L. P. | 0.04% | No change | 1,120 | $415K |
| Narus Financial Partners, LLC | 0.14% | Reduce -21.9% | 1,119 | $415K |
| TriaGen Wealth Management LLC | 0.15% | No change | 1,116 | $414K |
| Vantage Point Financial LLC | 0.21% | Add +0.7% | 1,115 | $413K |
| Tyche Wealth Partners LLC | 0.09% | No change | 1,109 | $411K |
| Integrated Capital Management, LLC | 0.23% | Add +2.2% | 1,108 | $411K |
| Concorde Asset Management, LLC | 0.22% | Reduce -1.6% | 1,117 | $411K |
| Advanced Asset Management Advisors Inc | 0.11% | Reduce -0.4% | 1,107 | $411K |
| BluePointe Capital Management, LLC | 0.16% | Add +4.1% | 1,107 | $410K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.07% | Add +1.3% | 1,107 | $410K |
| Sharp Wealth Advisory, LLC | 0.31% | New | 1,103 | $409K |
| Fragasso Financial Advisors Inc | 0.03% | Reduce -9.4% | 1,102 | $409K |
| Second Line Capital, LLC | 0.11% | Add +5.6% | 1,101 | $408K |
| Moment Partners, LLC | 0.08% | Add +15.9% | 1,101 | $408K |
| North Star Investment Management Corp. | 0.03% | Add +1.2% | 1,101 | $408K |
| Rainey & Randall Wealth Advisors Inc. | 0.08% | No change | 1,100 | $408K |
| High Falls Advisors, Inc | 0.10% | Add +3.2% | 1,098 | $407K |
| Chilton Capital Management LLC | 0.02% | Reduce -28.7% | 1,097 | $407K |
| Insight Wealth Strategies, LLC | 0.05% | Add +0.1% | 1,097 | $407K |
| Collaborative Wealth Managment Inc. | 0.19% | Reduce -1.0% | 1,095 | $406K |
| Johnson Financial Group, LLC | 0.04% | No change | 1,095 | $406K |
| Signature Resources Capital Management, LLC | 0.35% | Add +8.9% | 1,094 | $406K |
| Liberty Square Wealth Partners LLC | 0.15% | Reduce -6.4% | 1,091 | $405K |
| Beacon Financial Strategies CORP | 0.27% | Reduce -7.8% | 1,090 | $404K |
| WealthPlan Investment Management, LLC | 0.04% | Add +1.1% | 1,089 | $404K |
| jvl associates llc | 0.16% | No change | 1,089 | $404K |
| LexAurum Advisors, LLC | 0.08% | Reduce -8.4% | 1,089 | $404K |
| Shoker Investment Counsel, Inc. | 0.14% | No change | 1,086 | $403K |
| First Nebraska Trust Co | 0.04% | No change | 1,084 | $402K |
| Boston Family Office LLC | 0.03% | Add +4.3% | 1,081 | $401K |
| Austin Private Wealth, LLC | 0.04% | Reduce -2.7% | 1,081 | $401K |
| Snider Financial Group | 0.13% | Reduce -3.2% | 1,080 | $400K |
| Amplius Wealth Advisors, LLC | 0.04% | Add +10.7% | 1,079 | $400K |
| Verum Partners LLC | 0.11% | Add +60.2% | 1,067 | $396K |
| Oxinas Partners, LLC | 0.23% | Add +31.1% | 1,067 | $396K |
| Financial Life Planners | 0.38% | Add +0.2% | 1,066 | $395K |
| Quad-Cities Investment Group, LLC | 0.20% | Add +0.1% | 1,065 | $395K |
| Sequent Planning LLC | 0.14% | Add +4.4% | 1,065 | $395K |
| D'Orazio & Associates, Inc. | 0.06% | Add +0.1% | 1,065 | $395K |
| Community Bank, N.A. | 0.05% | Add +11.5% | 1,065 | $395K |
| MAS Advisors LLC | 0.61% | Add +0.2% | 1,064 | $395K |
| Global Wealth Management, LLC | 0.23% | Add +0.1% | 1,063 | $394K |
| TCFG Wealth Management, LLC | 0.20% | Add +2.4% | 1,063 | $394K |
| Acorn Wealth Advisors, LLC | 0.16% | Reduce -0.7% | 1,061 | $393K |
| Zullo Investment Group, Inc. | 0.17% | No change | 1,060 | $393K |
| CLG LLC | 0.14% | Add +72.3% | 1,049 | $389K |
| West Oak Capital, LLC | 0.22% | No change | 1,048 | $389K |
| Financial Management Network Inc. | 0.09% | Add +3.6% | 1,157 | $387K |
| Shepherd Kaplan Krochuk, LLC | 0.33% | Reduce -64.8% | 1,042 | $386K |
| Bernardo Wealth Planning LLC | 0.09% | Add +0.1% | 1,042 | $386K |
| Seaview Investment Managers LLC | 0.09% | New | 1,040 | $386K |
| DDD Partners, LLC | 0.05% | No change | 1,039 | $385K |
| Cape Cod Five Cents Savings Bank | 0.04% | No change | 1,000 | $384K |
| Forbes Financial Planning, Inc. | 0.28% | Add +6.1% | 1,033 | $383K |
| TFG Advisers LLC | 0.14% | Add +1.5% | 1,030 | $382K |
| Granite FO LLC | 0.22% | No change | 1,028 | $381K |
| Clear Harbor Asset Management, LLC | 0.03% | Add +18.6% | 1,028 | $381K |
| Oxbow Advisors, LLC | 0.04% | Reduce -3.9% | 1,025 | $380K |
| Widmann Financial Services, Inc. | 0.29% | Reduce -0.4% | 1,023 | $379K |
| WealthTrak Capital Management LLC | 0.33% | Reduce -3.0% | 1,020 | $378K |
| FLC Capital Advisors | 0.08% | New | 1,020 | $378K |
| XML Financial, LLC | 0.04% | Reduce -0.9% | 1,020 | $378K |
| Tennessee Valley Asset Management Partners | 0.06% | Add +69.6% | 1,016 | $377K |
| Noble Wealth Management PBC | 0.26% | Add +45.4% | 1,012 | $375K |
| StoneCrest Wealth Management, Inc. | 0.24% | No change | 1,011 | $375K |
| Nemes Rush Group LLC | 0.05% | Reduce -18.0% | 1,008 | $374K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -91.8% | 1,006 | $373K |
| Marex Group Ltd | 0.01% | No change | 1,002 | $372K |
| Financial Perspectives, Inc | 0.13% | Reduce -27.0% | 1,002 | $371K |
| GEM Asset Management, LLC | 0.21% | Add +3.8% | 991 | $371K |
| Garrett Wealth Advisory Group, LLC | 0.08% | Add +0.1% | 1,000 | $371K |
| Cornerstone National Bank & Trust Co | 0.17% | No change | 1,000 | $371K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 999 | $370K |
| New Century Financial Group, LLC | 0.43% | Add +0.8% | 998 | $370K |
| Pacific Sage Partners, LLC | 0.08% | No change | 998 | $370K |
| Horizon Financial Services, LLC | 0.21% | No change | 997 | $370K |
| Vawter Financial, Ltd. | 0.21% | Add +17.6% | 993 | $368K |
| Integris Wealth Management, LLC | 0.10% | No change | 990 | $367K |
| Weitzel Financial Services, Inc. | 0.17% | Add +2.7% | 1,032 | $367K |
| Riverbend Wealth Management, LLC | 0.33% | No change | 989 | $367K |
| Capstone Wealth Management Group, LLC | 0.21% | Add +0.1% | 988 | $366K |
| Apriem Advisors | 0.04% | Add +14.9% | 988 | $366K |
| Triad Wealth Partners, LLC | 0.11% | Reduce -6.6% | 987 | $366K |
| NewSquare Capital LLC | 0.03% | Reduce -8.4% | 986 | $366K |
| Gallacher Capital Management LLC | 0.18% | Add +0.6% | 983 | $365K |
| TrueWealth Advisors, LLC | 0.12% | Reduce -29.1% | 981 | $364K |
| Bailard, Inc. | 0.01% | No change | 975 | $362K |
| Fairfield, Bush & Co. | 0.23% | Reduce -5.5% | 973 | $361K |
| Lumbard & Kellner, LLC | 0.16% | No change | 972 | $360K |
| Braun-Bostich & Associates Inc. | 0.27% | No change | 970 | $360K |
| JPL Wealth Management, LLC | 0.10% | Reduce -6.6% | 967 | $359K |
| Goldstone Financial Group, LLC | 0.05% | Reduce -26.3% | 960 | $356K |
| Sound Financial Strategies Group, LLC | 0.32% | Add +52.4% | 960 | $356K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.03% | Add +31.3% | 957 | $355K |
| Sustainable Growth Advisers, LP | 0.00% | Add +12.4% | 952 | $353K |
| 49 Wealth Management, LLC | 0.04% | Add +11.2% | 951 | $353K |
| Laurel Wealth Planning LLC | 0.23% | No change | 946 | $351K |
| Debussy Capital Management LP | 0.06% | Reduce -13.4% | 946 | $351K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.15% | Add +1.7% | 944 | $350K |
| Flywheel Private Wealth LLC | 0.32% | Add +5.3% | 942 | $349K |
| Victory Financial Group, LLC | 0.07% | Add +1.1% | 941 | $349K |
| M.E. Allison & Co., Inc. | 0.34% | Reduce -1.1% | 940 | $349K |
| Brass Tax Wealth Management, Inc. | 0.07% | Add +16.3% | 940 | $349K |
| Per Stirling Capital Management, LLC. | 0.05% | Add +0.1% | 939 | $348K |
| Westshore Wealth, LLC | 0.15% | No change | 938 | $348K |
| FOCUS Wealth Advisors, LLC | 0.19% | Add +7.6% | 937 | $348K |
| Sigma Investment Counselors Inc. | 0.02% | Add +28.0% | 937 | $347K |
| Global Assets Advisory, LLC | 0.07% | New | 972 | $347K |
| Gradient Investments LLC | 0.01% | Add +27.4% | 936 | $347K |
| HM Payson & Co. | 0.01% | Reduce -66.2% | 934 | $346K |
| Theory Financial LLC | 0.15% | No change | 934 | $346K |
| Praetorian Wealth Management, Inc. | 0.08% | No change | 934 | $346K |
| Pacifica Partners Inc. | 0.16% | Add +0.1% | 973 | $346K |
| GEN Financial Management, INC. | 0.23% | Reduce -27.6% | 931 | $345K |
| tru Independence LLC | 0.11% | Add +0.1% | 923 | $342K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -17.8% | 922 | $342K |
| West Coast Financial LLC | 0.04% | No change | 919 | $341K |
| Coordinated Financial Services, Inc. | 0.27% | — | 919 | $341K |
| Elevation Point Wealth Partners, LLC | 0.03% | Add +10.2% | 919 | $340K |
| Weaver Consulting Group | 0.10% | Add +0.6% | 914 | $339K |
| Kanawha Capital Management LLC | 0.03% | Reduce -1.4% | 913 | $339K |
| Define Financial, LLC | 0.26% | Add +0.1% | 937 | $338K |
| Cheviot Value Management, LLC | 0.04% | Reduce -30.1% | 872 | $338K |
| Copia Wealth Management | 0.31% | Reduce -14.7% | 905 | $336K |
| TFR Capital, LLC. | 0.14% | Add +6.8% | 902 | $334K |
| Schiavi & Co LLC | 0.12% | No change | 902 | $334K |
| MinichMacGregor Wealth Management, LLC | 0.07% | No change | 902 | $334K |
| Shorepoint Capital Partners LLC | 0.08% | Add +0.9% | 901 | $334K |
| Halbert Hargrove Global Advisors, LLC | 0.02% | Add +0.7% | 901 | $334K |
| Hantz Financial Services, Inc. | 0.01% | Add +18.3% | 900 | $334K |
| Greenspring Advisors, LLC | 0.08% | No change | 900 | $334K |
| Camelot Technology Advisors, Inc. | 0.31% | No change | 900 | $334K |
| McGlone Suttner Wealth Management, Inc. | 0.05% | New | 897 | $333K |
| Alpha Financial Partners LLC | 0.27% | No change | 896 | $332K |
| US Financial Advisors, LLC | 0.10% | Reduce -0.9% | 895 | $332K |
| Ferguson Shapiro LLC | 0.12% | New | 895 | $332K |
| Hobart Private Capital, LLC | 0.08% | Add +2.1% | 893 | $331K |
| Creekside Partners | 0.17% | Reduce -6.4% | 892 | $331K |
| New Republic Capital, LLC | 0.14% | No change | 889 | $330K |
| Missouri Trust & Investment Co | 0.12% | Reduce -5.3% | 888 | $329K |
| Brighton Securities Corp. | 0.16% | Add +9.9% | 884 | $328K |
| Smith Thornton Advisors LLC | 0.20% | No change | 881 | $327K |
| Corepath Wealth Partners LLC | 0.31% | Reduce -0.2% | 928 | $326K |
| Fortress Financial Group, LLC | 0.32% | No change | 876 | $325K |
| Verde Capital Management | 0.09% | No change | 876 | $325K |
| Blue Oak Capital, LLC | 0.18% | Reduce -29.7% | 875 | $324K |
| Client 1ST Advisory Group, LLC | 0.13% | No change | 874 | $324K |
| Carr Financial Group Corp | 0.11% | No change | 873 | $324K |
| Perkins Coie Trust Co | 0.07% | No change | 872 | $323K |
| Moser Wealth Advisors, LLC | 0.17% | Add +40.5% | 871 | $323K |
| Colony Family Offices, LLC | 0.10% | Reduce -41.2% | 871 | $323K |
| Beacon Financial Planning, Inc. | 0.18% | Add +0.1% | 868 | $322K |
| Cascade Investment Group, Inc. | 0.25% | No change | 866 | $321K |
| Opes Wealth Management LLC | 0.06% | No change | 866 | $321K |
| Wells Trecaso Financial Group, LLC | 0.11% | Add +0.7% | 863 | $320K |
| Truvestments Capital LLC | 0.07% | Add +0.2% | 862 | $319K |
| Taylor & Morgan Wealth Management, LLC | 0.24% | No change | 861 | $319K |
| Wealthcare Capital Partners, LLC | 0.16% | Add +10.7% | 861 | $319K |
| Foundation Wealth Management, LLC\PA | 0.15% | No change | 860 | $319K |
| Dividend Assets Capital, LLC | 0.06% | No change | 860 | $319K |
| Fiduciary Family Office, LLC | 0.11% | New | 855 | $317K |
| Sulzberger Capital Advisors, Inc. | 0.42% | Reduce -11.5% | 854 | $317K |
| FLP Wealth Management, LLC | 1.00% | Reduce -42.2% | 853 | $316K |
| D.B. Root & Company, LLC | 0.10% | Add +0.1% | 848 | $314K |
| Eastover Investment Advisors LLC | 0.15% | Reduce -7.1% | 846 | $314K |
| Naviter Wealth, LLC | 0.04% | Add +5.8% | 842 | $312K |
| Main Street Group, LTD | 0.14% | No change | 842 | $312K |
| Pullen Investment Management, LLC | 0.20% | No change | 842 | $312K |
| St. Clair Advisors, LLC | 0.09% | Reduce -37.2% | 841 | $312K |
| Financial Security Advisor, Inc. | 0.08% | No change | 840 | $312K |
| Morling Financial Advisors, LLC | 0.11% | Reduce -15.2% | 840 | $311K |
| Round Rock Advisors LLC | 0.06% | Add +2.7% | 836 | $310K |
| Moneywise, Inc. | 0.16% | Add +0.1% | 836 | $310K |
| Foundation Wealth Management, LLC | 0.24% | No change | 834 | $309K |
| Clare Market Investments LLC | 0.08% | No change | 825 | $306K |
| Enterprise Bank & Trust Co | 0.12% | No change | 825 | $306K |
| Melfa Wealth Management, Inc. | 0.21% | No change | 825 | $306K |
| Financial Freedom, LLC | 0.18% | Add +0.1% | 824 | $305K |
| Heritage Investment Group, Inc. | 0.06% | No change | 823 | $305K |
| Huntleigh Advisors, Inc. | 0.05% | Add +1.2% | 823 | $305K |
| Bank of Stockton | 0.10% | No change | 820 | $304K |
| Montecito Bank & Trust | 0.05% | Reduce -34.7% | 820 | $304K |
| WealthPLAN Partners, LLC | 0.04% | No change | 819 | $304K |
| LVM Capital Management Ltd. | 0.03% | Reduce -2.4% | 818 | $303K |
| Hazlett, Burt & Watson, Inc. | 0.14% | Reduce -3.4% | 817 | $302K |
| Moss Adams Wealth Advisors LLC | 0.03% | Add +5.0% | 814 | $302K |
| Briaud Financial Planning Inc | 0.12% | Add +441.3% | 812 | $301K |
| Brand Asset Management Group, Inc. | 0.13% | Add +5.6% | 810 | $300K |
| Warren Street Wealth Advisors, LLC | 0.12% | Reduce -9.8% | 809 | $300K |
| Dynamic Wealth Strategies, LLC | 0.25% | No change | 808 | $300K |
| Innova Wealth Partners | 0.19% | No change | 806 | $299K |
| Matisse Capital | 0.16% | No change | 804 | $298K |
| Divergent Planning, LLC | 0.10% | No change | 790 | $298K |
| Safeguard Investment Advisory Group, LLC | 0.08% | Add +0.1% | 803 | $298K |
| Jackson Thornton Wealth Management, LLC | 0.04% | Add +25.9% | 846 | $298K |
| Alaethes Wealth, LLC | 0.11% | Add +48.5% | 802 | $297K |
| James J. Burns & Company, LLC | 0.05% | Add +1.6% | 802 | $297K |
| Adapt Wealth Advisors, LLC | 0.14% | No change | 801 | $297K |
| Dale Q Rice Investment Management Ltd | 0.15% | New | 800 | $297K |
| JARISLOWSKY, FRASER Ltd | 0.00% | New | 800 | $297K |
| Coston, McIsaac & Partners | 0.09% | Add +2.4% | 798 | $296K |
| Resolute Wealth Strategies, LLC | 0.16% | Add +0.1% | 796 | $295K |
| IRON Financial LLC | 0.17% | Add +0.1% | 796 | $295K |
| Prairie Sky Financial Group LLC | 0.17% | No change | 794 | $294K |
| Fiduciary Advisors, Inc. | 0.29% | Add +0.1% | 793 | $294K |
| Sather Financial Group Inc | 0.02% | No change | 792 | $294K |
| Anson Capital, Inc. | 0.25% | No change | 789 | $293K |
| Tempus Wealth Planning, LLC | 0.09% | Add +2.6% | 788 | $292K |
| Awm Capital, LLC | 0.03% | New | 787 | $292K |
| Oak Wealth Advisors LLC | 0.21% | No change | 783 | $290K |
| Chesapeake Wealth Management | 0.10% | Add +18.1% | 783 | $290K |
| Sterling Group Wealth Management, LLC | 0.16% | Add +1.4% | 782 | $290K |
| MGB Wealth Management, LLC | 0.10% | Reduce -91.5% | 780 | $289K |
| Summit X, LLC | 0.06% | New | 778 | $288K |
| Wealth Quarterback LLC | 0.16% | Reduce -7.0% | 778 | $288K |
| CPC Advisors, LLC | 0.04% | No change | 774 | $287K |
| Hamilton Wealth, LLC | 0.07% | Reduce -27.5% | 773 | $287K |
| Howe & Rusling Inc. | 0.02% | Add +54.8% | 771 | $286K |
| TFC Financial Management, Inc. | 0.04% | No change | 770 | $286K |
| Wealth Group, Ltd. | 0.18% | Reduce -2.8% | 768 | $285K |
| Sentinel Trust Co. Lba | 0.03% | No change | 769 | $285K |
| Copperwynd Financial, LLC | 0.08% | Add +34.1% | 767 | $284K |
| Cascade Investment Advisors, Inc. | 0.19% | No change | 764 | $283K |
| Integrity Investment Advisors, LLC | 0.26% | — | 762 | $283K |
| Nicholson Meyer Capital Management, Inc. | 0.26% | — | 761 | $282K |
| Mystic Asset Management, Inc. | 0.07% | No change | 760 | $282K |
| Wisconsin Wealth Advisors, LLC | 0.40% | Add +21.8% | 759 | $282K |
| Essex Bank | 0.07% | Add +12.8% | 758 | $281K |
| Ameriflex Group, Inc. | 0.11% | Reduce -21.4% | 758 | $281K |
| Abacus Planning Group, Inc. | 0.05% | No change | 756 | $281K |
| Burns J W & Co. Inc. | 0.04% | Add +37.7% | 756 | $280K |
| Trevian Wealth Management LLC | 0.20% | No change | 754 | $280K |
| Fortress Private Ledger, LLC | 0.16% | Add +13.2% | 754 | $280K |
| Armstrong, Fleming & Moore, Inc | 0.34% | New | 754 | $280K |
| Investment Partners, LTD. | 0.12% | No change | 751 | $279K |
| Cannon Wealth Management Services, LLC | 0.25% | No change | 722 | $278K |
| TOWER TRUST & INVESTMENT Co | 0.22% | — | 734 | $278K |
| New Hampshire Trust | 0.06% | New | 747 | $277K |
| Nikulski Financial, Inc. | 0.08% | No change | 746 | $277K |
| TCP Asset Management, LLC | 0.06% | New | 746 | $277K |
| McDonald Partners LLC | 0.07% | Add +8.1% | 745 | $276K |
| McDonough Capital Management, Inc | 0.18% | Add +19.0% | 745 | $276K |
| JDM Financial Group LLC | 0.14% | No change | 744 | $276K |
| Croban | 0.25% | Add +1.1% | 743 | $276K |
| Next Level Wealth Planning, LLC | 0.21% | New | 741 | $275K |
| ARS Wealth Advisors Group, LLC | 0.04% | Add +15.8% | 740 | $274K |
| SilverOak Wealth Management LLC | 0.06% | No change | 737 | $273K |
| Vermillion Wealth Management, Inc. | 0.08% | Add +0.1% | 735 | $273K |
| Meridian Financial Partners LLC | 0.14% | Reduce -17.8% | 733 | $272K |
| Meridian Wealth Partners, LLC | 0.04% | Reduce -15.6% | 732 | $271K |
| Schulz Wealth, LTD. | 0.21% | Reduce -0.7% | 732 | $271K |
| Castleview Partners, LLC | 0.18% | Add +1162.1% | 732 | $271K |
| Total Clarity Wealth Management, Inc. | 0.09% | No change | 661 | $271K |
| Abound Wealth Management | 0.09% | Add +7.0% | 731 | $271K |
| Janus Henderson Group PLC | 0.00% | Reduce -75.3% | 730 | $271K |
| Beaird Harris Wealth Management, LLC | 0.02% | No change | 728 | $270K |
| Silver Oak Wealth Advisors Services, LLC | 0.24% | No change | 726 | $269K |
| Portland Global Advisors LLC | 0.03% | Reduce -2.4% | 725 | $269K |
| LBJ Family Wealth Advisors, Ltd. | 0.17% | No change | 720 | $267K |
| Aspiring Ventures, LLC | 0.16% | No change | 693 | $267K |
| John W. Brooker & Co., CPAs | 0.11% | Reduce -28.0% | 717 | $266K |
| Cathy Pareto & Associates, Inc. | 0.23% | Reduce -12.1% | 715 | $265K |
| Foresight Capital Management Advisors, Inc. | 0.16% | Reduce -2.9% | 714 | $265K |
| Heritage Trust Co | 0.03% | No change | 713 | $264K |
| LMCG Investments, LLC | 0.02% | New | 713 | $264K |
| First Interstate Bank | 0.02% | Reduce -20.6% | 713 | $264K |
| Midland Wealth Advisors, LLC | 0.02% | Reduce -14.8% | 711 | $264K |
| Patten Group, Inc. | 0.06% | No change | 710 | $263K |
| Tolleson Wealth Management, Inc. | 0.05% | No change | 705 | $261K |
| Atticus Wealth Management, LLC | 0.09% | No change | 702 | $260K |
| Legacy Wealth Asset Management, LLC | 0.07% | No change | 702 | $260K |
| LGL Partners, LLC | 0.13% | Add +0.1% | 700 | $260K |
| Ironwood Investment Counsel, LLC | 0.04% | No change | 696 | $258K |
| Seek First Inc. | 0.23% | — | 696 | $258K |
| JGP Wealth Management, LLC | 0.03% | Add +2.2% | 691 | $256K |
| one8zero8, LLC | 0.06% | Reduce -6.6% | 691 | $256K |
| Select Asset Management & Trust | 0.10% | No change | 690 | $256K |
| TCV Trust & Wealth Management, Inc. | 0.02% | No change | 690 | $256K |
| Hamilton Point Investment Advisors, LLC | 0.05% | Add +26.2% | 688 | $255K |
| Litman Gregory Wealth Management LLC | 0.02% | No change | 687 | $255K |
| Intellus Advisors LLC | 0.04% | No change | 687 | $255K |
| Veracity Capital LLC | 0.10% | Reduce -1.7% | 687 | $255K |
| MPS Loria Financial Planners, LLC | 0.08% | Reduce -1.9% | 686 | $254K |
| Retirement Solution LLC | 0.07% | Add +4.9% | 685 | $254K |
| Marshall Investment Management, LLC | 0.16% | Reduce -50.3% | 685 | $254K |
| Lineweaver Wealth Advisors, LLC | 0.04% | Add +0.1% | 681 | $253K |
| Phoenix Wealth Advisors | 0.11% | No change | 681 | $253K |
| Seneca House Advisors | 0.11% | No change | 678 | $251K |
| Etesian Wealth Advisors, Inc. | 0.11% | Reduce -0.1% | 678 | $251K |
| Lifestyle Asset Management, Inc. | 0.14% | Add +2.6% | 677 | $251K |
| My Personal CFO, LLC | 0.13% | Add +0.1% | 675 | $250K |
| Lesa Sroufe & Co | 0.25% | — | 609 | $250K |
| Seven Mile Advisory | 0.17% | No change | 673 | $250K |
| Laffer Tengler Investments, Inc. | 0.07% | No change | 671 | $249K |
| Wealthgarden F.S. LLC | 0.24% | Reduce -7.6% | 670 | $248K |
| Evernest Financial Advisors, LLC | 0.09% | Reduce -42.2% | 670 | $248K |
| Gilman Hill Asset Management, LLC | 0.04% | New | 669 | $248K |
| Jamison Private Wealth Management, Inc. | 0.04% | No change | 665 | $247K |
| Williamson Legacy Group, LLC | 0.23% | Reduce -13.8% | 660 | $245K |
| Legacy PCG, LLC | 0.17% | No change | 659 | $244K |
| Naples Global Advisors, LLC | 0.02% | Add +0.8% | 659 | $244K |
| Texas Capital Bank Wealth Management Services Inc | 0.02% | Reduce -6.4% | 657 | $244K |
| Rockline Wealth Management, LLC | 0.07% | Add +1.6% | 656 | $243K |
| Forefront Wealth Partners, LLC | 0.17% | New | 656 | $243K |
| NBT Bank, N.A. | 0.02% | Add +221.7% | 653 | $242K |
| Columbia Bank | 0.08% | New | 652 | $242K |
| Maxele Advisors, LLC | 0.23% | Reduce -4.8% | 650 | $241K |
| Tucker Asset Management LLC | 0.08% | Reduce -46.5% | 650 | $241K |
| Wealth Advisors Northwest LLC | 0.15% | New | 646 | $240K |
| RFG Holdings, Inc. | 0.08% | Add +0.6% | 645 | $239K |
| Old Port Advisors | 0.07% | Reduce -45.1% | 645 | $239K |
| Cookson Peirce & Co. Inc. | 0.01% | Add +20.1% | 645 | $239K |
| PTM Wealth Management, LLC | 0.25% | — | 724 | $239K |
| Peregrine Asset Advisers, Inc. | 0.09% | Add +4.7% | 642 | $238K |
| Grey Ledge Advisors, LLC | 0.06% | Reduce -12.8% | 642 | $238K |
| Power Wealth Management LLC | 0.10% | Reduce -10.1% | 639 | $237K |
| Brown, Lisle/Cummings, Inc. | 0.07% | No change | 639 | $237K |
| ABLE Financial Group, LLC | 0.07% | Reduce -1.7% | 639 | $237K |
| Private Wealth Management Group, LLC | 0.09% | Add +50.8% | 638 | $237K |
| Physician Wealth Solutions Inc. | 0.12% | No change | 637 | $236K |
| Saxony Capital Management, LLC | 0.21% | Reduce -39.3% | 634 | $235K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.10% | No change | 665 | $235K |
| DecisionMap Wealth Management, LLC | 0.18% | Add +15.7% | 633 | $235K |
| Priebe Wealth Holdings LLC | 0.15% | No change | 633 | $235K |
| American Financial Advisors, LLC | 0.03% | No change | 631 | $234K |
| Inspire Advisors, LLC | 0.03% | Reduce -2.3% | 631 | $234K |
| L.K. Benson & Company, P.C. | 0.16% | No change | 627 | $232K |
| DBK Financial Counsel, LLC | 0.23% | Reduce -15.2% | 626 | $232K |
| Orleans Capital Management Corp. | 0.14% | Reduce -40.2% | 625 | $232K |
| Capital City Trust Co. | 0.06% | Reduce -11.3% | 625 | $232K |
| Lazari Capital Management, Inc. | 0.09% | No change | 622 | $231K |
| Harbour Investment Management LLC | 0.10% | No change | 622 | $231K |
| Pure Portfolios Holdings LLC | 0.08% | Reduce -14.6% | 622 | $231K |
| Fagan Associates, Inc. | 0.04% | No change | 622 | $231K |
| Charles Schwab Trust Co | 0.02% | Reduce -54.3% | 621 | $230K |
| MY Wealth Management Inc. | 0.22% | No change | 621 | $230K |
| Koss-Olinger Consulting, LLC | 0.02% | New | 620 | $230K |
| Park Capital Management, LLC / WI | 0.27% | No change | 620 | $230K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Reduce -53.5% | 620 | $230K |
| Brave Asset Management Inc. | 0.07% | No change | 618 | $229K |
| Old Mission Capital LLC | 0.00% | New | 618 | $229K |
| 1ST Source Bank | 0.01% | Add +10.2% | 614 | $228K |
| Millstone Evans Group, LLC | 0.15% | Add +16.5% | 613 | $227K |
| Cadent Capital Advisors, LLC | 0.09% | No change | 612 | $227K |
| Waddell & Associates, LLC | 0.03% | Add +18.1% | 612 | $227K |
| Fort Point Capital Partners LLC | 0.03% | No change | 609 | $226K |
| Valley Financial Group, Inc. | 0.15% | Reduce -0.5% | 609 | $226K |
| Pennsylvania Capital Management Inc. | 0.08% | No change | 609 | $226K |
| Spirepoint Private Client, LLC | 0.03% | New | 609 | $226K |
| Ridgecrest Wealth Partners, LLC | 0.12% | No change | 608 | $225K |
| Guidance Point Advisors, LLC | 0.07% | Add +6.5% | 606 | $225K |
| Fairman Group, LLC | 0.21% | Add +0.2% | 548 | $225K |
| Stillwater Capital Advisors, LLC | 0.03% | No change | 605 | $224K |
| Balboa Wealth Partners | 0.05% | New | 605 | $224K |
| Parker Investment Management, LLC | 0.04% | No change | 598 | $222K |
| Columbus Macro, LLC | 0.03% | No change | 598 | $222K |
| SC&H Financial Advisors, Inc. | 0.04% | No change | 596 | $221K |
| LongView Asset Management LLC | 0.19% | No change | 596 | $221K |
| Heritage Investors Management Corp. | 0.01% | No change | 595 | $221K |
| Stegner Investment Associates Inc. | 0.15% | No change | 595 | $221K |
| Home Federal Bank of Tennessee | 0.07% | No change | 594 | $220K |
| Post Resch Tallon Group Inc. | 0.23% | No change | 594 | $220K |
| East Coast Asset Management, LLC. | 0.08% | No change | 593 | $220K |
| O'ROURKE & COMPANY, Inc | 0.11% | No change | 592 | $220K |
| Wealth Management Nebraska | 0.03% | No change | 534 | $219K |
| Secured Retirement Advisors, LLC | 0.14% | No change | 589 | $218K |
| Bell Investment Advisors, Inc | 0.04% | No change | 587 | $218K |
| Virtue Capital Management, LLC | 0.03% | New | 587 | $217K |
| Clarity Wealth Development LLC | 0.24% | Reduce -4.5% | 574 | $217K |
| Encompass More Asset Management | 0.06% | Reduce -92.2% | 585 | $217K |
| Stephenson & Company, Inc. | 0.14% | No change | 585 | $217K |
| QTR Family Wealth, LLC | 0.16% | — | 584 | $216K |
| Pinnacle Financial Group, LLC / IL | 0.08% | New | 583 | $216K |
| Van Cleef Asset Management,Inc | 0.02% | Reduce -16.9% | 582 | $216K |
| Baron Financial Group, LLC | 0.14% | Reduce -14.7% | 581 | $215K |
| Blackston Financial Advisory Group, LLC | 0.15% | New | 581 | $215K |
| Arcadia Wealth Management, Inc. | 0.17% | No change | 580 | $215K |
| Paragon Advisors, LLC | 0.08% | No change | 580 | $215K |
| American Money Management, LLC | 0.04% | Add +17.0% | 577 | $214K |
| Oxler Private Wealth LLC | 0.08% | Add +0.2% | 577 | $214K |
| Washington Trust Bank | 0.02% | No change | 576 | $214K |
| Highland Capital Management, LLC | 0.01% | Reduce -33.1% | 575 | $213K |
| City National Bank of Florida | 0.19% | No change | 575 | $213K |
| New Insight Wealth Advisors | 0.10% | No change | 573 | $212K |
| Accelerate Investment Advisors LLC | 0.18% | Reduce -49.5% | 572 | $212K |
| Princeton Capital Management LLC | 0.07% | Add +1.2% | 572 | $212K |
| Sonata Capital Group Inc. | 0.09% | No change | 573 | $212K |
| Wambolt & Associates, LLC | 0.07% | No change | 566 | $212K |
| Traveka Wealth, LLC | 0.12% | No change | 570 | $211K |
| Janney Capital Management LLC | 0.01% | No change | 569 | $211K |
| 5th Street Advisors, LLC | 0.10% | New | 569 | $211K |
| Stonehearth Capital Management, LLC | 0.09% | Add +3.8% | 569 | $211K |
| Rothschild Wealth LLC | 0.06% | New | 569 | $211K |
| Meriwether Wealth & Planning, LLC | 0.14% | Reduce -16.8% | 568 | $211K |
| KFG Wealth Management, LLC | 0.04% | Reduce -9.4% | 567 | $210K |
| Nottingham Advisors, Inc. | 0.03% | No change | 566 | $210K |
| Gen-Wealth Partners Inc | 0.09% | Reduce -2.4% | 566 | $210K |
| Joseph P. Lucia & Associates, LLC | 0.10% | No change | 565 | $210K |
| Kirtland Hills Capital Management, LLC | 0.13% | New | 594 | $209K |
| Great Point Wealth Advisors, LLC | 0.05% | No change | 564 | $209K |
| McCarthy & Cox | 0.09% | New | 562 | $208K |
| Family Capital Management, Inc. | 0.13% | Reduce -11.3% | 560 | $208K |
| Stordahl Capital Management, Inc. | 0.05% | Reduce -12.9% | 560 | $208K |
| Bensler, LLC | 0.03% | Reduce -18.8% | 560 | $208K |
| Essential Planning, LLC. | 0.08% | Reduce -98.5% | 559 | $207K |
| Douglass Winthrop Advisors, LLC | 0.00% | Reduce -3.6% | 558 | $207K |
| Ascentis Wealth Management, LLC | 0.07% | Add +58.9% | 553 | $207K |
| Yarger Wealth Strategies, LLC | 0.12% | Reduce -41.5% | 556 | $206K |
| Advus Financial Partners, LLC | 0.06% | Reduce -0.7% | 556 | $206K |
| Twin Peaks Wealth Advisors, LLC | 0.09% | New | 568 | $206K |
| Vident Advisory, LLC | 0.00% | Reduce -81.8% | 551 | $204K |
| Magnolia Private Wealth, LLC | 0.17% | No change | 551 | $204K |
| Oak Asset Management, LLC | 0.07% | No change | 551 | $204K |
| Smith Chas P & Associates Pa Cpas | 0.01% | Reduce -15.5% | 551 | $204K |
| Morangie Management LLC | 0.20% | No change | 550 | $204K |
| Sensible Money, LLC | 0.09% | Reduce -18.1% | 550 | $204K |
| Financial Council, LLC | 0.11% | Reduce -8.1% | 548 | $203K |
| Frisch Financial Group, Inc. | 0.06% | Reduce -0.4% | 548 | $203K |
| David J Yvars Group | 0.16% | No change | 547 | $203K |
| Corundum Group, Inc. | 0.10% | Reduce -0.4% | 547 | $203K |
| Investment Partners Asset Management, Inc. | 0.16% | Add +0.6% | 546 | $202K |
| CJM Wealth Advisers, Ltd. | 0.07% | Reduce -8.4% | 546 | $202K |
| Summit Investment Advisors, Inc. | 0.18% | No change | 527 | $202K |
| True North Advisors, LLC | 0.04% | Add +9.5% | 544 | $202K |
| J. Safra Sarasin Holding AG | 0.00% | Reduce -15.8% | 544 | $202K |
| MeadowBrook Investment Advisors LLC | 0.19% | No change | 540 | $200K |
| LVZ, Inc. | 0.03% | No change | 540 | $200K |
| Tortoise Investment Management, LLC | 0.02% | No change | 539 | $200K |
| MorganRosel Wealth Management, LLC | 0.06% | Reduce -5.5% | 535 | $198K |
| Anderson Financial Strategies, LLC | 0.12% | New | 528 | $196K |
| Advyzon Investment Management, LLC | 0.07% | Reduce -61.5% | 527 | $196K |
| Richardson Capital Management LLC | 0.12% | Add +29.9% | 526 | $195K |
| Stonebridge Financial Group, LLC | 0.02% | Add +18.6% | 524 | $194K |
| Topsail Wealth Management, LLC | 0.04% | No change | 522 | $194K |
| West Paces Advisors Inc. | 0.04% | Add +1.0% | 506 | $188K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +204.9% | 500 | $185K |
| Albion Financial Group | 0.01% | Reduce -21.8% | 494 | $183K |
| Sachetta, LLC | 0.07% | Reduce -13.3% | 484 | $180K |
| EPG Wealth Management LLC | 0.05% | No change | 479 | $178K |
| Tidemark, LLC | 0.06% | No change | 473 | $175K |
| Roxbury Financial LLC | 0.17% | Add +66.2% | 427 | $173K |
| SJS Investment Consulting Inc. | 0.03% | No change | 467 | $173K |
| Winnacle Wealth LLC | 0.16% | No change | 461 | $171K |
| Atwood & Palmer Inc. | 0.01% | No change | 460 | $171K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +50.5% | 459 | $170K |
| Trifecta Capital Advisors, LLC | 0.04% | Add +305.3% | 458 | $170K |
| Security National Bank | 0.03% | No change | 450 | $167K |
| High Note Wealth, LLC | 0.04% | No change | 439 | $163K |
| Rossby Financial, LCC | 0.07% | New | 426 | $160K |
| Rakuten Securities, Inc. | 0.08% | Reduce -10.3% | 429 | $159K |
| Lowe Wealth Advisors, LLC | 0.07% | No change | 429 | $159K |
| Integrity Financial Corp | 0.09% | Add +21.8% | 425 | $158K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 421 | $156K |
| Maryland Capital Advisors Inc. | 0.07% | No change | 421 | $156K |
| Crewe Advisors LLC | 0.02% | No change | 416 | $154K |
| PrairieView Partners, LLC | 0.02% | No change | 409 | $151K |
| Clean Yield Group | 0.05% | No change | 404 | $150K |
| Opal Wealth Advisors, LLC | 0.05% | New | 401 | $149K |
| Atlas Capital Advisors Inc. | 0.02% | No change | 392 | $145K |
| Arlington Trust Co LLC | 0.03% | Add +4155.6% | 383 | $142K |
| American National Bank & Trust | 0.02% | Reduce -10.3% | 383 | $142K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -68.1% | 362 | $134K |
| Bangor Savings Bank | 0.01% | No change | 360 | $133K |
| Cary Street Partners Investment Advisory LLC | 0.08% | Add +311.6% | 354 | $131K |
| Fairway Wealth LLC | 0.05% | Add +3.2% | 354 | $131K |
| C M Bidwell & Associates Ltd. | 0.08% | No change | 351 | $130K |
| LGT Financial Advisors LLC | 0.40% | No change | 349 | $130K |
| First Financial Corp. | 0.06% | No change | 348 | $129K |
| McClarren Financial Advisors, Inc. | 0.08% | New | 1,112 | $125K |
| Sittner & Nelson, LLC | 0.05% | Add +11.8% | 331 | $123K |
| Founders Capital Management | 0.08% | No change | 324 | $120K |
| Brooklyn Investment Group | 0.03% | Add +72.2% | 322 | $119K |
| Grand Wealth Management, LLC | 0.07% | Add +19.3% | 321 | $119K |
| Union Savings Bank | 0.06% | No change | 316 | $117K |
| Citizens National Bank Trust Department | 0.02% | New | 313 | $116K |
| Comprehensive Financial Planning, Inc. | 0.11% | No change | 312 | $116K |
| Pin Oak Investment Advisors Inc. | 0.09% | No change | 309 | $114K |
| Capital Investment Counsel, Inc | 0.02% | No change | 298 | $111K |
| Transce3nd, LLC | 0.05% | Reduce -69.1% | 295 | $109K |
| Godsey & Gibb, Inc. | 0.01% | Add +44.6% | 295 | $109K |
| Valley Wealth Managers, Inc. | 0.01% | No change | 293 | $109K |
| Cypress Capital Management LLC (WY) | 0.13% | New | 290 | $108K |
| Wolff Wiese Magana LLC | 0.07% | No change | 285 | $106K |
| Bradley & Co. Private Wealth Management, LLC | 0.07% | No change | 284 | $105K |
| Proathlete Wealth Management LLC | 0.04% | New | 284 | $105K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 276 | $102K |
| Mark Sheptoff Financial Planning, LLC | 0.06% | No change | 273 | $101K |
| Bernard Wealth Management Corp. | 0.05% | No change | 269 | $100K |
| Elevate Wealth Advisory, Inc. | 0.07% | Reduce -6.7% | 263 | $98K |
| Kimelman & Baird, LLC | 0.01% | No change | 261 | $97K |
| Physician Wealth Advisors, Inc. | 0.02% | No change | 258 | $96K |
| Cordant, Inc. | 0.05% | New | 254 | $94K |
| Running Point Capital Advisors, LLC | 0.03% | Add +16.7% | 251 | $93K |
| Knuff & Co LLC | 0.03% | New | 250 | $93K |
| Clearstead Trust, LLC | 0.02% | No change | 246 | $91K |
| Paladin Advisory Group, LLC | 0.07% | Add +400.0% | 245 | $91K |
| Cloud Capital Management, LLC | 0.06% | — | 242 | $89K |
| Safe Harbor Fiduciary, LLC | 0.09% | No change | 240 | $89K |
| Reyes Financial Architecture, Inc. | 0.06% | New | 234 | $87K |
| Atlantic Edge Private Wealth Management, LLC | 0.03% | Reduce -94.8% | 227 | $84K |
| Barclays PLC | 0.00% | Reduce -97.6% | 227 | $84K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | No change | 226 | $84K |
| Hopwood Financial Services, Inc. | 0.06% | Reduce -12.9% | 223 | $83K |
| Insight Inv LLC | 0.06% | No change | 223 | $83K |
| Investors Research Corp | 0.02% | Add +8.3% | 221 | $82K |
| Financial Management Professionals, Inc. | 0.01% | New | 220 | $82K |
| Delta Asset Management LLC | 0.01% | No change | 220 | $82K |
| Kozak & Associates, Inc. | 0.02% | No change | 217 | $79K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Add +2.0% | 201 | $75K |
| Luken Investment Analytics, LLC | 0.03% | No change | 200 | $74K |
| Elite Financial, Inc. | 0.04% | New | 201 | $74K |
| GW&K Investment Management, LLC | 0.00% | No change | 200 | $74K |
| Tompkins Financial Corp. | 0.01% | Add +32.4% | 180 | $67K |
| Red Lighthouse Investment Management, LLC | 0.03% | Add +7.9% | 191 | $66K |
| Hoey Investments, Inc. | 0.01% | New | 177 | $66K |
| Tradewinds Capital Management, LLC | 0.02% | Add +14.0% | 171 | $63K |
| Field & Main Bank | 0.02% | No change | 170 | $63K |
| Bellevue Asset Management, LLC | 0.03% | No change | 165 | $61K |
| Dakota Community Bank & Trust NA | 0.30% | New | 165 | $61K |
| Cordgrass Capital Advisors, LLC | 0.02% | No change | 165 | $61K |
| Old Second National Bank of Aurora | 0.01% | Reduce -46.8% | 165 | $61K |
| City Holding Co. | 0.01% | Reduce -11.3% | 165 | $61K |
| MTM Investment Management, LLC | 0.02% | Add +35.8% | 163 | $61K |
| Morris Financial Concepts, Inc. | 0.03% | No change | 162 | $60K |
| Retirement Wealth Solutions LLC | 0.05% | Reduce -81.6% | 158 | $59K |
| Global Wealth Strategies & Associates | 0.02% | Reduce -18.1% | 158 | $59K |
| Kessler Investment Group, LLC | 0.03% | New | 157 | $58K |
| Princeton Global Asset Management LLC | 0.01% | No change | 156 | $58K |
| Legacy Wealth Managment, LLC | 0.04% | No change | 151 | $56K |
| Darwin Wealth Management, LLC | 0.02% | No change | 132 | $54K |
| Morton Brown Family Wealth, LLC | 0.02% | No change | 143 | $53K |
| Pacific Center for Financial Services | 0.01% | No change | 139 | $52K |
| Avondale Wealth Management | 0.03% | No change | 133 | $49K |
| Bear Mountain Capital, Inc. | 0.02% | New | 129 | $49K |
| Pension & Wealth Management Advisors, Inc. | 0.02% | Reduce -8.6% | 127 | $47K |
| Orion Capital Management LLC | 0.02% | No change | 127 | $47K |
| Redwood Park Advisors LLC | 0.04% | No change | 124 | $46K |
| Richards, Merrill & Peterson, Inc. | 0.02% | Add +4.3% | 121 | $45K |
| True Wealth Design, LLC | 0.02% | New | 120 | $44K |
| SYM FINANCIAL Corp | 0.01% | No change | 120 | $44K |
| Stuart Chaussee & Associates, Inc. | 0.01% | No change | 116 | $43K |
| Aventura Private Wealth, LLC | 0.02% | No change | 113 | $42K |
| Frazier Financial Advisors, LLC | 0.03% | Reduce -11.1% | 112 | $42K |
| Monetary Management Group Inc. | 0.01% | Reduce -12.0% | 110 | $41K |
| Concord Wealth Partners | 0.01% | Add +2.0% | 104 | $39K |
| TruNorth Capital Management, LLC | 0.01% | No change | 104 | $39K |
| Compass Wealth Management LLC | 0.01% | No change | 103 | $38K |
| Stone House Investment Management, LLC | 0.01% | New | 102 | $38K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 101 | $37K |
| Versant Capital Management, Inc | 0.01% | No change | 100 | $37K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.00% | No change | 100 | $37K |
| Barnes Dennig Private Wealth Management LLC | 0.06% | — | 98 | $36K |
| Arvest Investments, Inc. | 0.01% | No change | 98 | $36K |
| MPWM Advisory Solutions, LLC | 0.03% | No change | 96 | $36K |
| New England Capital Financial Advisors LLC | 0.02% | No change | 95 | $35K |
| CarsonAllaria Wealth Management, Ltd. | 0.02% | No change | 92 | $34K |
| Putney Financial Group LLC | 0.04% | No change | 90 | $33K |
| Ulland Investment Advisors, LLC | 0.03% | No change | 90 | $33K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 88 | $33K |
| Davis Capital Management | 0.03% | Add +6.0% | 88 | $33K |
| Rice Partnership, LLC | 0.01% | Add +29.9% | 87 | $32K |
| Hager Investment Management Services, LLC | 0.02% | New | 84 | $31K |
| Costello Asset Management, INC | 0.01% | New | 82 | $31K |
| Keener Financial Planning LLC | 0.02% | No change | 83 | $30K |
| Cardinal Strategic Wealth Guidance | 0.01% | No change | 80 | $30K |
| Prudent Man Investment Management, Inc. | 0.02% | No change | 72 | $30K |
| Smallwood Wealth Investment Management, LLC | 0.02% | New | 78 | $29K |
| Allianz SE | 0.00% | New | 77 | $29K |
| Resources Management Corp. /CT/ | 0.00% | Reduce -25.0% | 75 | $28K |
| New Millennium Group LLC | 0.02% | Reduce -21.1% | 71 | $26K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -98.2% | 70 | $26K |
| HighMark Wealth Management LLC | 0.01% | Add +32.0% | 66 | $25K |
| Riverview Trust Co | 0.02% | No change | 64 | $24K |
| Accredited Wealth Management, LLC | 0.02% | No change | 63 | $23K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | Add +577.8% | 61 | $23K |
| Family Manage LLC | 0.00% | No change | 60 | $22K |
| AllSquare Wealth Management LLC | 0.01% | No change | 56 | $21K |
| Curio Wealth, LLC | 0.01% | Reduce -97.9% | 1 | $19K |
| Kiker Wealth Management, LLC | 0.01% | No change | 52 | $19K |
| Crowley Wealth Management, Inc. | 0.02% | No change | 50 | $19K |
| Peachtree Investment Partners, LLC | 0.01% | Add +56.3% | 50 | $19K |
| Optimum Investment Advisors | 0.01% | No change | 46 | $17K |
| Towne Trust Company, N.A | 0.01% | No change | 46 | $17K |
| North Capital, Inc. | 0.02% | — | 45 | $17K |
| Kentucky Trust Co | 0.01% | No change | 45 | $17K |
| Blume Capital Management, Inc. | 0.00% | No change | 45 | $17K |
| Y.D. More Investments Ltd | 0.00% | No change | 44 | $16K |
| Centricity Wealth Management, LLC | 0.01% | No change | 43 | $16K |
| TCTC Holdings, LLC | 0.00% | No change | 42 | $16K |
| Painted Porch Advisors LLC | 0.01% | Add +20.6% | 41 | $15K |
| Sherman Asset Management, Inc. | 0.01% | No change | 41 | $15K |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 40 | $15K |
| MJT & Associates Financial Advisory Group, Inc. | 0.01% | — | 40 | $14K |
| ROSS\JOHNSON & Associates LLC | 0.24% | Add +2.8% | 37 | $14K |
| Clark Wealth Partners | 0.01% | Reduce -5.1% | 37 | $14K |
| Nova Wealth Management, Inc. | 0.01% | Reduce -13.5% | 32 | $12K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 31 | $11K |
| First Community Trust NA | 0.01% | New | 30 | $11K |
| Evelyn Partners Asset Management Ltd | 0.00% | No change | 27 | $10K |
| Van Den Berg Management I, Inc. | 0.00% | Reduce -10.3% | 26 | $10K |
| Pineridge Advisors LLC | 0.00% | Reduce -90.3% | 25 | $9K |
| Sterling Capital Management LLC | 0.00% | No change | 25 | $9K |
| Chesapeake Asset Management LLC | 0.01% | No change | 25 | $9K |
| DecisionPoint Financial, LLC | 0.00% | No change | 23 | $9K |
| Peoples Bank | 0.01% | No change | 22 | $8K |
| Raffa Wealth Management, LLC | 0.00% | No change | 22 | $8K |
| Anfield Capital Management, LLC | 0.00% | No change | 21 | $8K |
| Mechanics Financial Corp | 0.00% | New | 20 | $7K |
| SIMA Wealth Partners, LLC | 0.01% | No change | 17 | $6K |
| NWK Group, Inc. | 0.00% | No change | 17 | $6K |
| Front Row Advisors LLC | 0.00% | No change | 17 | $6K |
| PFC Capital Group, Inc. | 0.00% | New | 18 | $6K |
| Vision Financial Markets LLC | 0.00% | Reduce -7.7% | 12 | $5K |
| Rogco, LP | 0.00% | Add +140.0% | 12 | $4K |
| Aspect Partners, LLC | 0.00% | New | 11 | $4K |
| Byrne Asset Management LLC | 0.00% | No change | 10 | $4K |
| Perritt Capital Management Inc | 0.00% | New | 10 | $4K |
| PFG Private Wealth Management, LLC | 0.00% | No change | 9 | $3K |
| Roble, Belko & Company, Inc | 0.00% | Add +600.0% | 7 | $3K |
| Global Trust Asset Management, LLC | 0.00% | Reduce -91.5% | 7 | $3K |
| ARK Investment Management | 0.00% | Reduce -98.9% | 4 | $2K |
| Spurstone Advisory Services, LLC | 0.03% | No change | 4 | $1K |
| Luminist Capital LLC | 0.00% | No change | 3 | $1K |
| SWAN Capital LLC | 0.00% | New | 3 | $1K |
| Capital A Wealth Management, LLC | 0.00% | Reduce -95.2% | 2 | $742 |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 2 | $742 |
| POM Investment Strategies, LLC | 0.00% | No change | 1 | $371 |
"% 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.