Vanguard Mrngstar GR ETF-SuiVUGETF
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 2,500 institutions reported holding Vanguard Mrngstar GR ETF-Sui (VUG) in their 13F filings, up 49 from Q1 2025. 144 opened new positions and 90 sold out. The largest holders were Bank of America Corp. ($21.7B), Jones Financial Companies LLLP ($15.3B) and Morgan Stanley ($6.4B). 7 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Vanguard Mrngstar GR ETF-Sui
- CUSIP
- 922908736
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 144 | $314.5M |
| Exits | 90 | $410.6M |
All 13F filers, Q1 2025 → Q2 2025: 11,357,483 shares bought and 6,021,053 shares sold, net +5,336,430 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,500 holders
| Bank of America Corp. | 1.75% | Add +1.8% | 49,386,990 | $21.7B |
| Jones Financial Companies LLLP | 11.60% | Add +8.6% | 35,058,923 | $15.3B |
| Morgan Stanley | 0.42% | Add +3.8% | 14,559,215 | $6.4B |
| Envestnet Asset Management Inc. | 1.04% | Add +1.0% | 8,127,139 | $3.6B |
| Financial Engines Advisors L.L.C. | 6.35% | Reduce -0.7% | 7,251,506 | $3.2B |
| UBS Group AG | 0.54% | Add +0.7% | 5,916,441 | $2.6B |
| LPL Financial LLC | 0.78% | Add +7.5% | 5,335,797 | $2.3B |
| Wells Fargo & Company | 0.40% | Add +5.1% | 4,121,901 | $1.8B |
| Ameriprise Financial Inc. | 0.42% | Add +0.4% | 3,886,118 | $1.7B |
| Tiaa Trust, National Association | 4.13% | Reduce -0.0% | 3,619,723 | $1.6B |
| EP Wealth Advisors, LLC | 9.98% | Add +3.8% | 3,463,113 | $1.5B |
| FMR LLC | 0.07% | Reduce -4.3% | 2,689,800 | $1.2B |
| Mill Creek Capital Advisors, LLC | 24.88% | Reduce -2.3% | 2,559,774 | $1.1B |
| Raymond James Financial Inc. | 0.37% | Reduce -6.3% | 2,471,481 | $1.1B |
| PNC Financial Services Group, Inc. | 0.66% | Add +0.4% | 2,329,175 | $1.0B |
| Rwa Wealth Partners, LLC | 11.94% | Reduce -12.3% | 2,176,216 | $954.1M |
| Royal Bank of Canada | 0.17% | Add +1.8% | 2,043,290 | $895.8M |
| Bank of New York Mellon Corp | 0.16% | Reduce -2.0% | 1,956,214 | $857.6M |
| Commonwealth Equity Services, LLC | 1.04% | Reduce -3.4% | 1,792,600 | $785.9M |
| Mariner, LLC | 1.13% | Add +2.3% | 1,786,816 | $783.3M |
| Northwestern Mutual Wealth Management Co. | 0.57% | Add +2.2% | 1,785,539 | $782.8M |
| D.A. Davidson & Co. | 5.43% | Add +2.6% | 1,758,337 | $770.9M |
| JPMorgan Chase & Co. | 0.05% | Reduce -3.6% | 1,731,734 | $759.2M |
| HighTower Advisors, LLC | 0.85% | Add +5.0% | 1,552,072 | $680.4M |
| Captrust Financial Advisors | 1.45% | Add +3.6% | 1,486,447 | $651.7M |
| Sei Investments Co. | 0.75% | Reduce -3.9% | 1,468,303 | $643.7M |
| Provida Pension Fund Administrator | 11.26% | Add +2.2% | 1,417,518 | $621.5M |
| Cetera Investment Advisers | 0.98% | Add +18.4% | 1,326,314 | $581.5M |
| Balentine LLC | 22.28% | Reduce -0.2% | 1,305,513 | $572.3M |
| Performance Wealth Partners, LLC | 18.10% | Reduce -0.1% | 1,290,691 | $565.8M |
| Modera Wealth Management, LLC | 6.49% | Add +1.4% | 1,195,224 | $524.0M |
| Goldman Sachs Group Inc. | 0.08% | Reduce -19.2% | 1,185,089 | $519.5M |
| Two Sigma Investments, LP | 0.86% | Add +2.1% | 1,042,900 | $457.2M |
| Mission Wealth Management, LP | 9.88% | Add +3.7% | 1,033,308 | $453.0M |
| Truist Financial Corp. | 0.66% | Add +3.9% | 1,030,654 | $451.8M |
| Choreo, LLC | 6.27% | Add +0.0% | 1,024,392 | $449.6M |
| Signature Estate & Investment Advisors LLC | 10.35% | Add +15.3% | 1,022,867 | $448.4M |
| Osaic Holdings, Inc. | 0.72% | Add +17.8% | 924,632 | $402.2M |
| CBIZ Investment Advisory Services, LLC | 17.55% | Add +4.1% | 903,783 | $396.2M |
| Wealthspire Advisors, LLC | 2.21% | Reduce -2.5% | 896,976 | $393.2M |
| Citigroup Inc. | 0.27% | Add +38.5% | 871,186 | $381.9M |
| Moneta Group Investment Advisors LLC | 4.54% | Add +7.4% | 869,661 | $381.3M |
| Equitable Holdings, Inc. | 3.07% | Add +1.2% | 849,857 | $372.6M |
| Merit Financial Group, LLC | 4.00% | Add +73.9% | 817,453 | $358.4M |
| MML Investors Services, LLC | 0.99% | Add +7.7% | 785,410 | $344.3M |
| Northeast Financial Consultants Inc | 13.89% | Add +0.6% | 774,827 | $339.7M |
| Stifel Financial Corp. | 0.31% | Add +0.5% | 735,886 | $322.7M |
| Alliancebernstein L.P. | 0.10% | Add +142.2% | 722,843 | $316.9M |
| Sanctuary Advisors, LLC | 1.95% | Reduce -2.8% | 718,677 | $315.1M |
| Waverly Advisors, LLC | 3.45% | Add +5.9% | 716,569 | $314.1M |
| Lincoln National Corp. | 9.28% | Add +0.2% | 698,089 | $306.0M |
| Natixis Advisors, LLC | 0.48% | Add +20.2% | 694,588 | $304.5M |
| Charles Schwab Investment Management Inc. | 0.05% | Reduce -9.0% | 686,901 | $301.1M |
| Avantax Advisory Services, Inc. | 1.63% | Add +0.4% | 676,316 | $296.5M |
| Wealth Enhancement Advisory Services, LLC | 0.44% | Add +0.3% | 601,004 | $265.6M |
| Bell Bank | 11.98% | Add +4.6% | 586,269 | $257.0M |
| Cullen/Frost Bankers, Inc. | 3.17% | Reduce -1.7% | 576,028 | $252.5M |
| Waldron Private Wealth LLC | 10.69% | Add +4.0% | 558,569 | $245.2M |
| Money Design Co.,Ltd. | 11.99% | Add +2.1% | 554,153 | $242.9M |
| Focus Partners Wealth | 0.53% | Add +2.6% | 554,038 | $242.9M |
| Mather Group, Llc. | 2.57% | Add +3.3% | 548,423 | $240.4M |
| Cwm, LLC | 0.82% | Add +0.0% | 532,190 | $233.3M |
| United Capital Financial Advisors, LLC | 1.88% | Add +0.2% | 531,327 | $232.9M |
| Retirement Investment Advisors, Inc. | 20.90% | Add +5.1% | 529,933 | $232.3M |
| Assetmark, Inc. | 0.53% | Reduce -1.6% | 514,034 | $225.4M |
| Kestra Advisory Services, LLC | 1.09% | Add +11.6% | 507,886 | $222.7M |
| Cambridge Investment Research Advisors, Inc. | 0.64% | Add +5.5% | 482,195 | $211.4M |
| Coldstream Capital Management Inc. | 3.43% | Add +61.5% | 477,680 | $209.5M |
| Corient Private Wealth LP | 0.28% | Reduce -23.9% | 473,262 | $207.5M |
| Baird Financial Group, Inc. | 0.36% | Add +1.9% | 469,987 | $206.0M |
| Garde Capital, Inc. | 10.83% | Reduce -2.7% | 461,551 | $202.3M |
| Avior Wealth Management, LLC | 6.77% | Add +0.4% | 447,094 | $195.9M |
| Private Advisor Group, LLC | 1.03% | Add +0.6% | 438,014 | $192.0M |
| Truepoint, Inc. | 4.64% | Add +1.8% | 425,519 | $186.5M |
| NewEdge Advisors, LLC | 0.94% | Add +3.1% | 413,727 | $181.4M |
| Woodmont Investment Counsel LLC | 11.88% | Add +2.7% | 410,717 | $180.1M |
| Invictus Private Wealth, LLC | 12.27% | Add +2.2% | 408,774 | $179.2M |
| BOK Financial Private Wealth, Inc. | 11.72% | Add +0.3% | 400,378 | $175.7M |
| Cerity Partners LLC | 0.31% | Add +8.6% | 394,581 | $173.0M |
| Brookstone Capital Management | 2.22% | Reduce -1.7% | 386,221 | $169.3M |
| Rockefeller Capital Management L.P. | 0.34% | Add +17.6% | 356,875 | $156.5M |
| Cornerstone Management, Inc. | 27.11% | Reduce -0.8% | 355,735 | $156.0M |
| Stephens Group Asset Management, LLC | 10.74% | Add +10.3% | 340,519 | $149.3M |
| Beacon Pointe Advisors, LLC | 1.49% | Add +3.9% | 324,941 | $142.5M |
| Rezny Wealth Management, Inc. | 34.80% | Add +1.3% | 323,948 | $142.0M |
| Mosaic Family Wealth Partners, LLC | 18.02% | Add +2.1% | 322,237 | $141.3M |
| Bank of Hawaii | 7.45% | Reduce -1.8% | 321,923 | $141.1M |
| US Bancorp \de | 0.17% | Reduce -1.1% | 302,853 | $132.8M |
| Permanens Capital L.P. | 18.07% | Reduce -14.9% | 301,987 | $132.5M |
| Howard Capital Management, LLC | 1.98% | Reduce -4.1% | 301,367 | $132.3M |
| Creative Planning | 0.11% | Reduce -0.2% | 296,917 | $130.2M |
| Betterment LLC | 0.27% | Add +8.5% | 290,155 | $127.2M |
| Simon Quick Advisors, LLC | 6.28% | Reduce -0.6% | 283,250 | $124.2M |
| Mountain Capital Investment Advisors Inc. | 23.84% | Add +8.1% | 285,908 | $124.1M |
| Strategies Wealth Advisors, LLC | 13.17% | Reduce -2.9% | 274,919 | $120.5M |
| Orion Porfolio Solutions, LLC | 1.01% | Add +6.3% | 268,637 | $117.8M |
| Financial Synergies Wealth Advisors, Inc. | 12.38% | Add +0.9% | 259,284 | $113.7M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.99% | No change | 251,650 | $110.3M |
| Everhart Financial Group, Inc. | 12.70% | Add +16.8% | 250,772 | $109.9M |
| Relyea Zuckerberg Hanson LLC | 12.62% | Add +0.8% | 245,688 | $107.7M |
| CENTRAL TRUST Co | 2.47% | Add +1.0% | 243,888 | $106.9M |
| Savant Capital, LLC | 0.76% | Add +569.2% | 241,758 | $106.0M |
| White Lighthouse Investment Management Inc. | 17.24% | Add +3.6% | 241,727 | $106.0M |
| Becker Capital Management Inc. | 3.27% | Add +6.5% | 239,068 | $104.9M |
| Summit Financial, LLC | 2.36% | Add +3.4% | 237,854 | $104.4M |
| Bessemer Group Inc. | 0.17% | Reduce -3.4% | 236,599 | $103.7M |
| Trust Co of Tennessee | 24.12% | Reduce -0.3% | 236,055 | $103.5M |
| Martel Wealth Advisors LLC | 18.92% | Add +1.6% | 232,840 | $102.1M |
| Glenmede Investment Management, LP | 0.51% | — | 231,372 | $101.4M |
| Brandywine Oak Private Wealth LLC | 9.29% | Reduce -1.3% | 228,602 | $100.2M |
| RMR Wealth Builders | 9.02% | Reduce -0.2% | 226,185 | $99.3M |
| &partners | 0.76% | Add +8.8% | 225,385 | $98.9M |
| Steward Partners Investment Advisory, LLC | 0.76% | Add +1.3% | 222,838 | $97.7M |
| Pathstone Holdings, LLC | 0.38% | Add +38.7% | 250,803 | $96.8M |
| Kensington Asset Management, LLC | 7.21% | New | 217,710 | $95.4M |
| HCR Wealth Advisors | 11.01% | Add +2.7% | 213,320 | $93.5M |
| Cary Street Partners Financial LLC | 2.56% | Add +3.8% | 229,222 | $91.3M |
| Arax Advisory Partners | 4.19% | Add +10.9% | 181,207 | $91.2M |
| Vista Capital Partners, Inc. | 9.93% | Reduce -1.5% | 206,957 | $90.7M |
| Members Trust Co | 3.09% | Add +20.3% | 204,775 | $89.8M |
| Fifth Third Bancorp | 0.31% | Reduce -4.0% | 203,555 | $89.2M |
| CSM Advisors, LLC | 2.58% | Reduce -49.3% | 201,387 | $88.3M |
| CreativeOne Wealth, LLC | 2.19% | Add +3.4% | 190,859 | $83.7M |
| Blair William & Co. | 0.23% | Reduce -1.2% | 189,300 | $83.0M |
| Vanguard Group Inc. | 0.00% | Add +4.2% | 186,172 | $81.6M |
| Clark Asset Management, LLC | 11.06% | Add +10.3% | 185,017 | $81.1M |
| Allworth Financial LP | 0.39% | Add +10.1% | 183,654 | $80.5M |
| Northern Trust Corp. | 0.01% | Add +8.2% | 182,636 | $80.1M |
| Envestnet Portfolio Solutions, Inc. | 0.29% | Reduce -40.3% | 182,351 | $79.9M |
| Pasadena Private Wealth, LLC | 13.65% | Add +6.9% | 181,691 | $79.7M |
| Cresset Asset Management, LLC | 0.40% | Reduce -8.7% | 180,341 | $79.2M |
| One Day In July LLC | 6.92% | Add +12.0% | 174,303 | $76.4M |
| EverSource Wealth Advisors, LLC | 3.45% | Add +4.1% | 174,226 | $76.4M |
| Pathway Financial Advisors LLC | 11.14% | Add +27.2% | 173,696 | $76.1M |
| Venture Visionary Partners LLC | 2.86% | Add +1.9% | 173,434 | $76.0M |
| Pinnacle Financial Partners Inc | 1.57% | Add +1.2% | 170,682 | $74.8M |
| Crane Advisory, LLC | 12.40% | Reduce -9.3% | 169,430 | $74.8M |
| Atria Investments, Inc | 0.88% | Reduce -4.0% | 169,030 | $74.1M |
| BlueStem Wealth Partners, LLC | 9.03% | Reduce -29.5% | 167,739 | $73.5M |
| Sequoia Financial Advisors, LLC | 0.50% | Reduce -1.7% | 167,223 | $73.3M |
| Kestra Private Wealth Services, LLC | 1.05% | Add +4.4% | 165,498 | $72.6M |
| McIlrath & Eck, LLC | 8.19% | Add +3.2% | 163,699 | $71.8M |
| Signaturefd, LLC | 1.22% | Add +10.4% | 163,029 | $71.5M |
| Jentner Corp | 18.97% | Add +1.0% | 161,563 | $70.8M |
| Hirtle & Co., LLC | 2.99% | Reduce -2.1% | 160,665 | $70.4M |
| Stevens Capital Partners | 25.25% | Reduce -2.2% | 154,514 | $70.4M |
| Florida Trust Wealth Management Co | 2.16% | Add +0.5% | 160,220 | $70.2M |
| Janney Montgomery Scott LLC | 0.18% | Reduce -8.8% | 158,357 | $69.4M |
| Cahill Financial Advisors Inc. | 8.40% | Add +1.1% | 154,319 | $67.7M |
| Total Wealth Planning, LLC | 8.52% | Add +9.6% | 153,771 | $67.4M |
| Advisors Capital Management, LLC | 0.94% | Add +13.0% | 153,529 | $67.3M |
| Blue Edge Capital, LLC | 9.96% | Reduce -0.9% | 152,720 | $67.0M |
| Thrivent Financial for Lutherans | 0.15% | Add +121.0% | 152,640 | $66.9M |
| Chicago Partners Investment Group LLC | 1.93% | Reduce -0.4% | 148,302 | $66.8M |
| Sage Financial Group Inc. | 4.90% | Reduce -3.1% | 151,378 | $66.4M |
| Destination Wealth Management | 1.91% | Reduce -1.0% | 148,698 | $65.2M |
| Nadler Financial Group, Inc. | 6.67% | Reduce -3.0% | 148,666 | $65.2M |
| Silvercrest Asset Management Group LLC | 0.43% | Add +14.2% | 147,468 | $64.6M |
| Bokf, NA | 1.05% | Add +15.2% | 147,397 | $64.6M |
| Presilium Private Wealth, LLC | 13.08% | Reduce -1.8% | 145,810 | $63.9M |
| Lido Advisors, LLC | 0.33% | Add +109.7% | 142,584 | $62.5M |
| NorthCoast Asset Management LLC | 0.27% | Reduce -2.0% | 142,204 | $62.3M |
| Partners in Financial Planning | 11.49% | Reduce -1.8% | 142,109 | $62.3M |
| Condor Capital Management | 5.39% | Reduce -0.5% | 141,644 | $62.1M |
| Gleason Group, Inc. | 6.71% | Add +43.3% | 141,219 | $61.9M |
| Comerica Bank | 0.23% | Reduce -6.2% | 137,652 | $60.3M |
| Stephens Inc. | 0.83% | Add +3.2% | 137,075 | $60.1M |
| Trustmark Bank Trust Department | 4.06% | Add +4.0% | 134,022 | $58.8M |
| Trust Co | 6.55% | Reduce -12.9% | 132,364 | $58.0M |
| CW Advisors, LLC | 0.56% | Add +10.4% | 132,273 | $58.0M |
| Magnus Financial Group LLC | 5.08% | Add +0.8% | 131,523 | $57.7M |
| Systematic Alpha Investments, LLC | 2.03% | No change | 130,672 | $57.3M |
| Inspirion Wealth Advisors, LLC | 7.55% | Reduce -1.1% | 130,095 | $57.0M |
| Quantum Financial Planning Services, Inc. | 26.56% | Add +4.2% | 128,706 | $56.4M |
| DAVENPORT & Co LLC | 0.31% | Add +2.1% | 128,005 | $56.1M |
| Bank of Montreal | 0.03% | Add +3.2% | 127,749 | $56.0M |
| Principle Wealth Partners LLC | 3.50% | Add +2.5% | 127,637 | $56.0M |
| Affinity Capital Advisors, LLC | 9.55% | Reduce -0.5% | 126,664 | $55.5M |
| Strategic Investment Advisors / MI | 5.30% | Add +0.7% | 124,270 | $54.5M |
| TL Private Wealth | 22.55% | Add +1.7% | 123,787 | $54.3M |
| Connecticut Wealth Management, LLC | 2.58% | Add +4.8% | 123,754 | $54.3M |
| Strategic Investment Solutions, Inc. | 16.12% | Reduce -4.7% | 121,495 | $53.3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 1.45% | Reduce -0.8% | 121,351 | $53.2M |
| Brickley Wealth Management | 10.37% | Reduce -0.3% | 120,887 | $53.0M |
| Strata Wealth Advisors, LLC | 14.42% | Add +5.4% | 119,330 | $52.3M |
| First Horizon Advisors, Inc. | 1.34% | Add +7.3% | 117,822 | $51.7M |
| J.W. Cole Advisors, Inc. | 1.10% | Add +128.6% | 117,772 | $51.6M |
| Rolek Wealth Management LLC | 44.31% | Reduce -1.7% | 116,856 | $51.2M |
| Grey Fox Wealth Advisors, LLC | 12.17% | Add +4.2% | 116,307 | $51.0M |
| SP Asset Management LLC | 4.20% | Add +5.8% | 116,169 | $50.9M |
| Chaney Capital Management, Inc. | 19.92% | Add +2.3% | 115,828 | $50.8M |
| MBM Wealth Consultants, LLC | 13.46% | Add +1.3% | 114,662 | $50.3M |
| IFP Advisors, Inc | 1.42% | Reduce -29.6% | 113,281 | $49.7M |
| Summit Financial Wealth Advisors, LLC | 8.83% | Add +12.2% | 112,259 | $49.2M |
| Fee-Only Financial Planning, L.C. | 30.10% | Add +0.5% | 110,916 | $48.6M |
| CFS Investment Advisory Services, LLC | 3.86% | Reduce -6.3% | 107,506 | $47.1M |
| Cambridge Associates LLC /Ma/ | 1.03% | No change | 106,315 | $46.6M |
| Dodds Wealth, LLC | 12.38% | Add +265.8% | 105,319 | $46.2M |
| Golden Road Advisors LLC | 30.61% | Add +5.6% | 104,994 | $46.0M |
| Franklin Resources Inc. | 0.01% | Add +18.9% | 104,680 | $45.9M |
| Bishop & Co Investment Management, LLC | 16.38% | Reduce -3.1% | 103,996 | $45.6M |
| MAI Capital Management | 0.31% | Reduce -0.1% | 103,358 | $45.3M |
| Old Mission Investment Co LLC | 12.41% | Add +3.4% | 103,224 | $45.3M |
| Jacobsen Capital Management | 16.52% | Add +2.1% | 102,375 | $44.9M |
| Ieq Capital, LLC | 0.27% | Reduce -2.1% | 100,281 | $44.0M |
| Duncan Williams Asset Management, LLC | 13.86% | Add +3.4% | 100,169 | $43.9M |
| M&T Bank Corp | 0.15% | Reduce -12.0% | 99,497 | $43.6M |
| Concurrent Investment Advisors, LLC | 0.85% | Add +15.4% | 99,487 | $43.6M |
| Exchange Traded Concepts, LLC | 0.55% | New | 98,865 | $43.3M |
| B. Riley Wealth Advisors, Inc. | 2.10% | Reduce -29.0% | 98,751 | $43.3M |
| First Pacific Financial | 6.37% | Add +1.0% | 98,566 | $43.2M |
| Cornerstone Wealth Advisors, Inc. | 11.17% | Add +5.3% | 98,550 | $43.2M |
| Exencial Wealth Advisors, LLC | 1.51% | Add +2.5% | 98,069 | $43.0M |
| Global Strategic Investment Solutions, LLC | 4.56% | Reduce -0.4% | 97,426 | $42.7M |
| Wealthfront Advisers LLC | 0.11% | Add +6.9% | 97,415 | $42.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2.78% | Reduce -3.4% | 97,339 | $42.7M |
| AQR Capital Management | 0.04% | Add +7.0% | 96,591 | $42.3M |
| Certified Advisory Corp | 4.39% | Add +0.5% | 96,185 | $42.2M |
| Foundations Investment Advisors, LLC | 0.66% | Add +27.5% | 95,030 | $41.7M |
| Guardian Partners Inc. | 3.74% | Add +576.6% | 93,962 | $41.6M |
| Wolff Financial Management LLC | 10.72% | Add +0.1% | 94,705 | $41.5M |
| Strategic Blueprint, LLC | 1.99% | Reduce -20.9% | 92,481 | $40.5M |
| Mainsail Asset Management, LLC | 25.00% | Add +2.0% | 92,233 | $40.4M |
| Beacon Capital Management, LLC | 5.45% | Reduce -8.6% | 92,153 | $40.4M |
| Nwam LLC | 2.35% | Reduce -2.9% | 90,524 | $40.4M |
| GenWealth Group, Inc. | 8.13% | Add +7.4% | 91,915 | $40.3M |
| JNBA Financial Advisors | 3.85% | Add +0.4% | 91,250 | $40.0M |
| Tritonpoint Wealth, LLC | 3.66% | Reduce -2.0% | 90,188 | $39.6M |
| Mesirow Financial Investment Management, Inc. | 0.76% | Add +14.7% | 89,309 | $39.2M |
| Newton One Investments LLC | 12.31% | Add +4.0% | 89,224 | $39.1M |
| Penserra Capital Management LLC | 0.55% | Add +9.3% | 89,089 | $39.1M |
| Scott Capital Advisors, LLC | 10.49% | Reduce -0.9% | 87,531 | $38.7M |
| AE Wealth Management LLC | 0.28% | Add +18.7% | 86,398 | $37.9M |
| Rise Advisors, LLC | 15.02% | Add +4.2% | 86,306 | $37.8M |
| Stratos Investment Management, LLC | 1.72% | Add +7.1% | 85,637 | $37.5M |
| Mgo One Seven LLC | 1.21% | Add +4.8% | 85,420 | $37.4M |
| Marino, Stram & Associates LLC | 7.49% | Add +12.0% | 84,703 | $37.1M |
| Retirement Planning Group, LLC | 1.56% | Reduce -0.2% | 83,429 | $36.6M |
| Destiny Wealth Partners, LLC | 4.86% | No change | 82,424 | $36.1M |
| Legacies Wealth LLC | 23.94% | Reduce -10.2% | 82,223 | $36.0M |
| Mitchell McLeod Pugh & Williams Inc. | 6.65% | Add +8.3% | 81,415 | $35.7M |
| American Investment Services, Inc. | 9.10% | Reduce -21.4% | 81,335 | $35.7M |
| Wealthspan Partners, LLC | 14.60% | Add +0.3% | 80,261 | $35.2M |
| Pure Financial Advisors, LLC | 0.62% | Add +1.5% | 80,124 | $35.1M |
| Sandbox Financial Partners, LLC | 11.04% | Add +1.4% | 79,870 | $35.0M |
| Wealth Management Strategies, Inc. | 18.39% | Add +14.6% | 78,066 | $34.2M |
| GoalVest Advisory LLC | 8.44% | Add +0.0% | 77,773 | $34.1M |
| TD Capital Management LLC | 3.21% | Reduce -0.6% | 77,566 | $34.0M |
| Legacy Financial Group, Inc. | 10.00% | Reduce -0.8% | 77,187 | $33.8M |
| Lake Street Private Wealth, LLC | 4.84% | Add +2.9% | 77,157 | $33.8M |
| Prospera Financial Services Inc | 0.63% | Add +30.2% | 76,529 | $33.6M |
| Benchmark Wealth Management, LLC | 14.84% | Reduce -5.1% | 76,195 | $33.4M |
| CoreCap Advisors, LLC | 1.34% | Add +2.8% | 76,103 | $33.4M |
| Tobias Financial Advisors, Inc. | 5.64% | Add +0.7% | 75,157 | $32.9M |
| Perigon Wealth Management, LLC | 0.77% | Reduce -6.6% | 74,906 | $32.8M |
| Anderson Hoagland & Co. | 3.13% | Reduce -0.6% | 74,756 | $32.8M |
| Aire Advisors, LLC | 6.33% | Reduce -1.3% | 74,590 | $32.7M |
| Fifth Third Securities, Inc. | 2.44% | Reduce -1.9% | 73,998 | $32.4M |
| Copperwynd Financial, LLC | 8.03% | Add +9476.8% | 73,454 | $32.2M |
| Arcadia Wealth Management, LLC | 14.07% | Add +9.9% | 73,431 | $32.2M |
| Joel Isaacson & Co., LLC | 1.30% | Add +1.1% | 72,969 | $32.0M |
| Tilson Financial Group, Inc. | 12.06% | Add +3.3% | 72,932 | $32.0M |
| TD Private Client Wealth LLC | 0.78% | Reduce -3.6% | 72,532 | $31.8M |
| HB Wealth Management, LLC | 0.25% | Reduce -2.9% | 71,471 | $31.3M |
| DeDora Capital, Inc. | 8.14% | Reduce -1.6% | 71,150 | $31.2M |
| Blankinship & Foster, LLC | 7.28% | Reduce -1.4% | 70,936 | $31.1M |
| Gotham Asset Management | 0.19% | Add +23.0% | 70,789 | $31.0M |
| Brown Wealth Management, LLC | 9.55% | Add +5.4% | 70,173 | $30.8M |
| Cambridge Capital Management, LLC | 16.35% | Add +1.6% | 69,503 | $30.5M |
| Advisory Services Network, LLC | 0.49% | Reduce -3.4% | 66,879 | $30.4M |
| Brown Advisory Inc. | 0.04% | Reduce -4.4% | 69,414 | $30.4M |
| Compound Planning, Inc. | 1.14% | Reduce -8.1% | 68,827 | $30.2M |
| Oak Hill Wealth Advisors, LLC | 6.25% | Add +6.0% | 68,833 | $30.2M |
| Bison Wealth, LLC | 2.36% | Add +32.4% | 68,139 | $29.9M |
| Karpus Management, Inc. | 0.96% | Add +2.1% | 67,753 | $29.7M |
| Harbour Investments, Inc. | 0.75% | Reduce -1.0% | 67,718 | $29.7M |
| Evolution Advisers, Inc. | 14.52% | Reduce -9.0% | 67,454 | $29.6M |
| Financial Advisory Partners, LLC | 9.28% | Add +1.5% | 67,336 | $29.5M |
| Websterrogers Financial Advisors, LLC | 9.37% | Add +1.6% | 67,226 | $29.5M |
| Bragg Financial Advisors, Inc | 1.05% | Add +5.0% | 67,046 | $29.4M |
| R. W. Roge & Company, Inc. | 16.62% | Reduce -8.4% | 66,773 | $29.3M |
| Everett Harris & Co. | 0.37% | Reduce -1.1% | 66,217 | $29.0M |
| Parker Financial LLC | 12.52% | Add +1.2% | 66,095 | $29.0M |
| Capital Wealth Management, LLC | 10.79% | Add +0.9% | 66,021 | $28.9M |
| Financial Advisors Network, Inc. | 4.36% | Add +5.1% | 65,841 | $28.9M |
| Ellis Investment Partners, LLC | 5.61% | Add +0.3% | 65,828 | $28.9M |
| Cannon Financial Strategists, Inc. | 4.52% | Reduce -0.3% | 65,297 | $28.6M |
| Great Valley Advisor Group, Inc. | 0.63% | Reduce -7.7% | 65,134 | $28.6M |
| Oppenheimer & Co. Inc. | 0.38% | Add +15.1% | 64,945 | $28.5M |
| Christopher J. Hasenberg, Inc | 10.53% | Add +27.2% | 64,605 | $28.3M |
| Integrated Wealth Concepts LLC | 0.28% | Add +4.7% | 64,541 | $28.3M |
| Towerpoint Wealth, LLC | 12.51% | Add +1.7% | 64,375 | $28.2M |
| Waterford Advisors, LLC | 10.38% | Reduce -97.9% | 1,280 | $28.1M |
| LVW Advisors, LLC | 3.13% | Reduce -21.4% | 63,760 | $28.0M |
| Atria Wealth Solutions, Inc. | 0.63% | Reduce -74.2% | 63,486 | $27.9M |
| Warner Financial, Inc. | 11.39% | Add +0.6% | 62,951 | $27.6M |
| Marmo Financial Group, LLC | 13.71% | Add +0.6% | 62,794 | $27.5M |
| Taylor Financial Group, Inc. | 17.15% | Add +3.9% | 62,653 | $27.5M |
| FWG Holdings, LLC | 12.89% | Reduce -19.4% | 60,421 | $27.4M |
| Forvis Mazars Wealth Advisors, LLC | 0.58% | Add +10.0% | 61,560 | $27.0M |
| Brookwood Investment Group LLC | 4.31% | Add +3.2% | 61,008 | $26.7M |
| Hiley Hunt Wealth Management | 13.50% | Add +1.1% | 60,902 | $26.7M |
| Sovereign Financial Group, Inc. | 5.49% | Reduce -0.1% | 60,704 | $26.6M |
| BTC Capital Management, Inc. | 2.16% | Reduce -1.4% | 60,318 | $26.4M |
| Peterson Wealth Services | 7.24% | Reduce -2.4% | 60,310 | $26.4M |
| Dagco, Inc. | 7.37% | Add +6.6% | 60,266 | $26.4M |
| Wealth Alliance Advisory Group, LLC | 5.02% | Add +4.3% | 60,165 | $26.4M |
| Archford Capital Strategies, LLC | 3.37% | Reduce -0.3% | 60,062 | $26.3M |
| Beaumont Financial Advisors, LLC | 1.90% | Reduce -2.1% | 60,008 | $26.3M |
| Belpointe Asset Management LLC | 1.09% | Add +1016.7% | 59,831 | $26.2M |
| Meridian Wealth Management, LLC | 1.12% | Add +2.7% | 59,564 | $26.1M |
| Stratos Wealth Advisors, LLC | 1.36% | Reduce -0.5% | 58,896 | $25.8M |
| Cutler Investment Counsel LLC | 2.85% | Add +1.1% | 58,433 | $25.6M |
| Acorn Financial Advisory Services Inc. | 4.20% | Reduce -12.1% | 58,419 | $25.6M |
| Stephen J. Garry & Associates, LLC | 21.99% | Reduce -2.0% | 58,031 | $25.4M |
| Evergreen Capital Management LLC | 0.76% | Reduce -24.9% | 57,868 | $25.4M |
| Kennicott Capital Management LLC | 14.42% | Add +44.4% | 57,674 | $25.3M |
| Commerce Bank | 0.15% | Add +0.5% | 57,017 | $25.0M |
| Associated Banc-Corp | 0.71% | Add +0.2% | 56,891 | $24.9M |
| Global Retirement Partners, LLC | 0.61% | — | 56,548 | $24.8M |
| REAP Financial Group, LLC | 5.79% | Add +21.8% | 56,247 | $24.7M |
| Crews Bank & Trust | 3.87% | Add +4.5% | 56,144 | $24.6M |
| Veery Capital, LLC | 8.27% | Add +3.0% | 54,852 | $24.0M |
| Quantinno Capital Management LP | 0.10% | Add +36.1% | 54,639 | $24.0M |
| Investment Advisory Group, LLC | 7.24% | Add +2.5% | 54,539 | $23.9M |
| Creative Financial Designs Inc. | 1.72% | Add +4.4% | 54,537 | $23.9M |
| Trust Co of the South | 4.21% | Add +89.8% | 54,149 | $23.7M |
| VeraBank, N.A. | 4.75% | Add +22.5% | 53,959 | $23.7M |
| Acorn Creek Capital LLC | 9.63% | Reduce -21.4% | 52,899 | $23.2M |
| Impact Partnership Wealth, LLC | 4.24% | Add +48.1% | 52,483 | $23.0M |
| Robertson Stephens Wealth Management, LLC | 0.79% | Add +28.4% | 51,892 | $22.8M |
| Spreng Capital Management, Inc. | 9.67% | Add +1.3% | 51,878 | $22.7M |
| Rochester Wealth Strategies, LLC | 16.16% | Add +10.9% | 51,389 | $22.5M |
| Beacon Financial Group | 2.35% | Reduce -2.7% | 51,384 | $22.5M |
| Market Street Wealth Management Advisors LLC | 3.67% | Add +1.7% | 51,263 | $22.5M |
| GPS Wealth Strategies Group, LLC | 2.57% | Add +14.9% | 50,965 | $22.3M |
| Geneos Wealth Management Inc. | 0.54% | Add +26.4% | 50,831 | $22.3M |
| Whitegate Investment Counselors, Inc. | 7.55% | Reduce -1.9% | 50,734 | $22.2M |
| VestGen Advisors, LLC | 0.88% | Reduce -4.6% | 50,422 | $22.1M |
| Dominguez Wealth Management Solutions, Inc. | 15.35% | Add +5.8% | 50,450 | $22.1M |
| Oak Root LLC | 2.73% | Add +27.0% | 50,306 | $22.1M |
| Legacy Edge Advisors, LLC | 2.94% | Add +8.8% | 50,263 | $22.0M |
| Stratos Wealth Partners, LTD. | 0.30% | Add +16.9% | 49,859 | $21.9M |
| Neuberger Berman Group LLC | 0.02% | Reduce -2.6% | 49,843 | $21.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.08% | Add +25.3% | 49,500 | $21.7M |
| Baron Silver Stevens Financial Advisors, LLC | 3.46% | Add +3.6% | 49,250 | $21.6M |
| Arista Wealth Management, LLC | 2.98% | New | 49,193 | $21.6M |
| Dakota Wealth Management | 0.45% | Reduce -5.1% | 49,108 | $21.5M |
| Kohmann Bosshard Financial Services, LLC | 2.40% | Add +2.2% | 48,991 | $21.5M |
| IAG Wealth Partners, LLC | 2.84% | Reduce -6.8% | 48,987 | $21.5M |
| Black Diamond Financial, LLC | 3.32% | Reduce -4.3% | 48,785 | $21.4M |
| Noble Family Wealth, LLC | 5.18% | Add +7.5% | 48,361 | $21.2M |
| Advantage Trust Co | 10.42% | Add +1.0% | 48,249 | $21.2M |
| Moneco Advisors, LLC | 1.96% | Reduce -6.7% | 48,030 | $21.1M |
| Flagship Wealth Advisors, LLC | 7.90% | Add +0.9% | 47,803 | $21.0M |
| Bay Harbor Wealth Management, LLC | 6.05% | Reduce -0.3% | 47,513 | $20.9M |
| Regal Investment Advisors LLC | 1.56% | Add +2.1% | 47,459 | $20.8M |
| Founders Grove Wealth Partners, LLC | 5.22% | Add +5.5% | 47,449 | $20.8M |
| Prosperity Planning, Inc. | 8.29% | Add +2.8% | 46,784 | $20.5M |
| IVC Wealth Advisors LLC | 9.97% | Reduce -3.6% | 46,625 | $20.4M |
| Aspire Private Capital, LLC | 4.73% | Reduce -7.2% | 46,428 | $20.4M |
| Tenret Co LLC | 11.06% | Reduce -8.3% | 46,241 | $20.3M |
| Root Financial Partners, LLC | 1.95% | Add +73.0% | 46,037 | $20.2M |
| Leeward Financial Partners, LLC | 6.33% | Reduce -3.1% | 45,597 | $20.0M |
| 25 LLC | 7.32% | Add +11.3% | 45,443 | $19.9M |
| O'Brien Wealth Partners LLC | 3.09% | Add +1.2% | 44,921 | $19.7M |
| Baltimore-Washington Financial Advisors, Inc. | 0.91% | Reduce -1.1% | 44,591 | $19.5M |
| Synergy Investment Management, LLC | 11.66% | Add +0.3% | 44,108 | $19.3M |
| Signet Financial Management, LLC | 2.43% | Reduce -4.6% | 44,093 | $19.3M |
| Roof Eidam Maycock Peralta, LLC | 4.69% | Add +4.7% | 43,375 | $19.0M |
| Gill Capital Partners, LLC | 6.10% | Add +2.4% | 43,276 | $19.0M |
| Sapient Capital LLC | 0.34% | Add +18.8% | 43,122 | $18.9M |
| Stage Harbor Financial, LLC | 15.36% | Add +8.3% | 43,126 | $18.9M |
| OneDigital Investment Advisors LLC | 0.21% | Add +3.6% | 43,062 | $18.9M |
| Leonard Rickey Investment Advisors P.L.L.C. | 3.75% | Add +1.8% | 42,821 | $18.8M |
| NORTHSTAR ASSET MANAGEMENT Co | 4.29% | Add +3.6% | 42,581 | $18.7M |
| Olistico Wealth, LLC | 10.29% | Add +9.5% | 42,277 | $18.5M |
| RFG Advisory, LLC | 0.43% | Reduce -11.3% | 42,202 | $18.5M |
| Milestone Investment Advisors LLC | 4.83% | Reduce -6.4% | 42,195 | $18.5M |
| Prime Capital Investment Advisors, LLC | 0.24% | Reduce -53.4% | 41,549 | $18.2M |
| Werba Rubin Papier Wealth Management | 3.41% | Add +3.6% | 41,371 | $18.1M |
| AdvisorNet Financial, Inc | 1.17% | Reduce -13.4% | 41,318 | $18.1M |
| SCS Capital Management LLC | 0.20% | Add +1.4% | 41,036 | $18.0M |
| LaSalle St. Investment Advisors, LLC | 4.92% | Reduce -0.2% | 40,905 | $17.9M |
| Topel & Distasi Wealth Management, LLC | 9.35% | Reduce -0.2% | 40,708 | $17.8M |
| Pinion Investment Advisors, LLC | 6.11% | Reduce -52.2% | 40,437 | $17.7M |
| StoneX Group Inc. | 0.86% | Add +4.4% | 40,335 | $17.7M |
| GenTrust, LLC | 0.83% | Reduce -8.6% | 40,121 | $17.6M |
| Focus Partners Advisor Solutions, LLC | 0.23% | Add +0.1% | 40,125 | $17.6M |
| Atlantic Union Bankshares Corp | 0.40% | Add +1696.0% | 40,016 | $17.5M |
| Falcon Wealth Planning | 1.77% | Reduce -1.3% | 39,932 | $17.5M |
| Heartwood Wealth Advisors LLC | 1.82% | Reduce -0.9% | 39,793 | $17.4M |
| NewEdge Wealth, LLC | 0.27% | Add +31.1% | 38,262 | $17.4M |
| Clayton Financial Group LLC | 20.71% | Reduce -41.1% | 39,724 | $17.4M |
| CIBC Private Wealth Group LLC | 0.03% | Reduce -3.7% | 39,594 | $17.4M |
| Romano Brothers and Company | 2.15% | Add +3.0% | 39,590 | $17.4M |
| Robinswood Financial LLC | 6.13% | Reduce -7.7% | 39,512 | $17.3M |
| Cyndeo Wealth Partners, LLC | 1.03% | Add +0.6% | 39,441 | $17.3M |
| SPC Financial, Inc. | 1.44% | Add +1047.1% | 39,288 | $17.2M |
| Lokken Investment Group LLC | 6.60% | Reduce -0.2% | 39,097 | $17.1M |
| FC Advisory LLC | 5.29% | Reduce -0.6% | 39,047 | $17.1M |
| Silicon Valley Capital Partners | 1.79% | Reduce -2.7% | 39,039 | $17.1M |
| One Capital Management, LLC | 0.59% | Reduce -62.4% | 38,996 | $17.1M |
| O'shaughnessy Asset Management, LLC | 0.12% | Add +13.7% | 38,884 | $17.0M |
| Quotient Wealth Partners, LLC | 0.50% | Reduce -2.0% | 38,802 | $17.0M |
| Krilogy Financial LLC | 0.97% | Add +7.8% | 38,708 | $17.0M |
| Eagle Strategies LLC | 2.56% | Add +15.9% | 38,302 | $16.8M |
| Aries Wealth Management | 4.35% | Add +1.3% | 37,978 | $16.6M |
| Trek Financial, LLC | 1.12% | Reduce -46.6% | 37,956 | $16.6M |
| BIP Wealth, LLC | 1.02% | Add +50.0% | 37,860 | $16.6M |
| Matrix Private Capital Group LLC | 9.75% | Reduce -2.4% | 37,772 | $16.6M |
| Planning Alternatives Ltd. | 2.30% | Reduce -4.8% | 37,741 | $16.5M |
| DDFG, Inc | 4.15% | Add +5.6% | 37,672 | $16.5M |
| Keeler & Nadler Financial Planning & Wealth Management | 6.56% | Reduce -0.3% | 37,390 | $16.4M |
| Titleist Asset Management, LLC | 1.63% | Add +0.5% | 37,289 | $16.3M |
| Consolidated Portfolio Review Corp | 2.26% | Add +0.8% | 37,253 | $16.3M |
| Cora Capital Advisors LLC | 7.27% | Reduce -1.5% | 37,227 | $16.3M |
| Rodgers & Associates, LTD | 1.79% | Add +4.9% | 37,209 | $16.3M |
| Ashton Thomas Private Wealth, LLC | 0.57% | Add +4.9% | 37,078 | $16.3M |
| Howard Wealth Management, LLC | 8.13% | Add +0.1% | 36,702 | $16.1M |
| Synovus Financial Corp. | 0.20% | Add +0.7% | 36,646 | $16.1M |
| Obsidian Cio, LLC | 2.31% | Reduce -9.3% | 36,222 | $15.9M |
| Salomon & Ludwin, LLC | 1.57% | Reduce -7.9% | 36,304 | $15.9M |
| Gemmer Asset Management LLC | 1.41% | Add +2.4% | 36,150 | $15.8M |
| Ausdal Financial Partners, Inc. | 1.05% | Add +2.9% | 36,041 | $15.8M |
| Snowden Capital Advisors LLC | 0.47% | Add +0.7% | 35,716 | $15.7M |
| Addison Advisors LLC | 3.88% | Add +1.9% | 35,477 | $15.6M |
| Arete Wealth Advisors, LLC | 1.10% | Reduce -1.2% | 35,369 | $15.5M |
| Five Pine Wealth Management | 11.47% | Add +1.4% | 35,322 | $15.5M |
| Enclave Advisors LLC | 2.50% | Add +5.8% | 35,311 | $15.5M |
| Cornerstone Advisory, LLC | 1.65% | Add +8.2% | 35,140 | $15.4M |
| Wealthcare Advisory Partners LLC | 0.35% | Add +27.0% | 35,128 | $15.4M |
| Procyon Advisors, LLC | 1.45% | Reduce -45.3% | 34,958 | $15.3M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2.11% | Reduce -2.6% | 34,921 | $15.3M |
| Koshinski Asset Management, Inc. | 1.16% | Add +3.2% | 34,906 | $15.3M |
| Hohimer Wealth Management, LLC | 2.73% | Add +0.6% | 34,695 | $15.2M |
| Smith & Howard Wealth Management, LLC | 3.85% | Add +7.2% | 34,625 | $15.2M |
| Berger Financial Group, Inc | 0.98% | Add +1.9% | 34,454 | $15.1M |
| Financial Connections Group, Inc. | 6.22% | Reduce -1.0% | 34,409 | $15.1M |
| Safir Wealth Advisors, LLC | 11.06% | Add +0.8% | 34,370 | $15.1M |
| Win Advisors, Inc. | 7.25% | New | 34,286 | $15.0M |
| Richmond Investment Services, LLC | 3.15% | Add +84.9% | 34,048 | $14.9M |
| Great Diamond Partners, LLC | 3.13% | Add +0.1% | 33,834 | $14.8M |
| Mutual Advisors, LLC | 0.37% | Reduce -1.5% | 32,618 | $14.8M |
| Citizens Financial Group Inc. | 0.24% | Add +7.1% | 33,700 | $14.8M |
| Horizon Family Wealth, Inc. | 9.01% | Add +1.6% | 33,708 | $14.8M |
| Sowell Financial Services LLC | 0.60% | Add +5.8% | 33,691 | $14.8M |
| Watershed Private Wealth LLC | 5.35% | Reduce -8.9% | 33,509 | $14.7M |
| Ameritas Advisory Services, LLC | 0.76% | Reduce -26.8% | 33,395 | $14.6M |
| Capital Analysts, LLC | 0.49% | Add +1.7% | 33,324 | $14.6M |
| Bristlecone Advisors, LLC | 1.22% | Reduce -1.5% | 33,127 | $14.5M |
| Financial Insights, Inc. | 5.29% | Reduce -9.2% | 33,005 | $14.5M |
| Onyx Bridge Wealth Group LLC | 1.91% | Reduce -50.7% | 32,870 | $14.4M |
| EMC Capital Management | 7.76% | Add +232.3% | 32,830 | $14.4M |
| Marshall Financial Group Inc. | 4.29% | Reduce -3.1% | 32,680 | $14.3M |
| Kraft, Davis & Associates, LLC | 3.86% | Add +6.5% | 30,846 | $14.1M |
| Beirne Wealth Consulting Services, LLC | 4.56% | Add +195.8% | 32,028 | $14.1M |
| Kathmere Capital Management, LLC | 1.08% | Add +7.9% | 32,040 | $14.0M |
| NWF Advisory Services Inc. | 1.66% | Reduce -1.7% | 31,749 | $13.9M |
| First Heartland Consultants, Inc. | 1.24% | Add +4.5% | 31,688 | $13.9M |
| Clarius Group, LLC | 0.80% | No change | 31,425 | $13.8M |
| Uptown Financial Advisors LLC | 12.78% | Add +2.8% | 31,383 | $13.8M |
| Kingsview Wealth Management, LLC | 0.23% | Add +1.6% | 31,377 | $13.8M |
| IHT Wealth Management, LLC | 0.38% | Add +4.6% | 31,188 | $13.7M |
| Midwest Trust Co | 0.19% | — | 31,162 | $13.7M |
| Novem Group | 1.73% | Add +0.8% | 31,126 | $13.6M |
| Curran Financial Partners, LLC | 2.99% | Add +22.7% | 30,871 | $13.5M |
| Thrive Wealth Management, LLC | 2.19% | Add +5.9% | 30,850 | $13.5M |
| SWP Financial LLC | 7.32% | Reduce -20.1% | 30,374 | $13.3M |
| Mayfair Advisory Group, LLC | 6.27% | Add +9.7% | 28,985 | $13.3M |
| Beacon Bridge Wealth Partners, LLC | 5.28% | Reduce -10.4% | 30,332 | $13.3M |
| One Charles Private Wealth Services, LLC | 3.72% | Add +4.6% | 30,205 | $13.2M |
| Capital Advisors, Ltd. LLC | 1.63% | Reduce -0.3% | 30,200 | $13.2M |
| Hurlow Wealth Management Group, Inc. | 3.74% | Reduce -8.1% | 30,200 | $13.2M |
| MCF Advisors LLC | 0.87% | No change | 29,987 | $13.2M |
| PCA Investment Advisory Services Inc. | 5.51% | Add +15.9% | 29,849 | $13.1M |
| Apella Capital, LLC | 0.35% | Add +159.8% | 29,777 | $13.1M |
| GW Henssler & Associates Ltd. | 0.69% | Add +6.9% | 29,641 | $13.0M |
| Independent Financial Group, LLC | 0.36% | Reduce -1.7% | 29,590 | $13.0M |
| Cranbrook Wealth Management, LLC | 2.76% | Add +4.5% | 29,546 | $13.0M |
| Nations Financial Group Inc, /Ia/ | 0.89% | Add +0.7% | 29,524 | $12.9M |
| SOL Capital Management CO | 1.25% | Add +47.2% | 29,378 | $12.9M |
| Fusion Capital, LLC | 4.38% | Add +2.7% | 29,230 | $12.8M |
| Magnolia Capital Advisors LLC | 3.22% | Add +235.1% | 29,166 | $12.8M |
| Regions Financial Corp. | 0.09% | Reduce -0.7% | 29,150 | $12.8M |
| JMG Financial Group, Ltd. | 0.39% | Reduce -1.9% | 29,125 | $12.8M |
| Gladstone Institutional Advisory LLC | 0.53% | Reduce -3.8% | 29,025 | $12.7M |
| Payne Capital Management, LLC | 4.90% | Add +3.5% | 28,983 | $12.7M |
| Integrity Wealth Solutions LLC | 6.18% | Add +4.3% | 28,905 | $12.7M |
| Integral Investment Advisors, Inc. | 3.61% | Reduce -1.2% | 28,842 | $12.6M |
| Clearstead Advisors, LLC | 0.18% | Reduce -4.8% | 28,788 | $12.6M |
| Harbor Investment Advisory, LLC | 1.12% | Add +8.3% | 28,647 | $12.6M |
| SouthState Bank Corp | 0.55% | Add +12.9% | 28,619 | $12.5M |
| Columbia River Financial Group, LLC | 8.12% | Add +10.9% | 27,656 | $12.5M |
| Manuka Financial, LLC | 6.83% | Reduce -6.7% | 28,568 | $12.5M |
| UMB Bank, n.a. | 0.19% | Reduce -2.2% | 28,500 | $12.5M |
| Riversedge Advisors, LLC | 2.42% | Add +18.4% | 28,248 | $12.4M |
| Oak Harvest Investment Services | 1.55% | Add +4.6% | 28,227 | $12.4M |
| Wilmington Savings Fund Society, FSB | 0.22% | Add +20.8% | 28,123 | $12.3M |
| BLB&B Advisors, LLC | 0.57% | Reduce -0.7% | 27,810 | $12.2M |
| rebel Financial LLC | 5.53% | — | 27,652 | $12.1M |
| IFG Advisory, LLC | 0.61% | Add +4.0% | 27,528 | $12.1M |
| Facet Wealth, Inc. | 0.27% | Reduce -2.7% | 26,504 | $12.1M |
| Westwood Holdings Group Inc. | 0.09% | Reduce -5.7% | 27,303 | $12.0M |
| Flagship Harbor Advisors, LLC | 0.57% | Reduce -0.4% | 27,251 | $11.9M |
| Lansing Street Advisors | 3.55% | Add +7.3% | 27,185 | $11.9M |
| Texas Yale Capital Corp. | 0.39% | Add +2.1% | 27,109 | $11.9M |
| Birnam Oak Advisors, LP | 3.56% | No change | 27,100 | $11.9M |
| Hubbell Strickland Wealth Management, LLC | 5.23% | Reduce -0.8% | 27,042 | $11.9M |
| Clark Financial Services Group Inc. | 7.29% | Reduce -2.9% | 27,038 | $11.9M |
| Founders Financial Securities LLC | 0.90% | Add +6.1% | 26,931 | $11.8M |
| Systelligence, LLC | 2.17% | New | 26,781 | $11.7M |
| Ironsides Asset Advisors, LLC | 3.38% | No change | 26,612 | $11.7M |
| Angeles Wealth Management, LLC | 0.80% | Add +33.6% | 26,507 | $11.6M |
| Gentry Private Wealth, LLC | 8.78% | Add +4.2% | 26,197 | $11.5M |
| Financial Life Advisors | 3.90% | Reduce -0.7% | 26,006 | $11.4M |
| Segment Wealth Management, LLC | 0.72% | No change | 25,926 | $11.4M |
| First National Bank of Omaha | 0.73% | Add +0.3% | 25,797 | $11.3M |
| Agf Management Ltd. | 0.05% | Reduce -3.3% | 25,658 | $11.2M |
| Main Line Retirement Advisors, LLC | 6.39% | Add +4.8% | 25,599 | $11.2M |
| Wedbush Securities Inc. | 0.39% | Add +0.0% | 25,510 | $11.2M |
| Mechanics Bank Trust Department | 1.59% | Reduce -27.3% | 25,279 | $11.1M |
| Cardiff Park Advisors, LLC | 0.95% | Add +32.2% | 25,180 | $11.0M |
| Capital Investment Advisory Services, LLC | 0.90% | Add +2.0% | 24,976 | $10.9M |
| Berkshire Money Management, Inc. | 1.15% | Reduce -68.7% | 24,971 | $10.9M |
| Zhang Financial LLC | 0.50% | Add +73.4% | 24,724 | $10.8M |
| CWS Financial Advisors, LLC | 3.14% | Add +1.6% | 24,616 | $10.8M |
| N.E.W. Advisory Services LLC | 1.05% | Reduce -19.0% | 24,593 | $10.8M |
| Zions Bancorporation, National Association | 0.58% | Add +47.5% | 24,584 | $10.8M |
| Park Avenue Securities LLC | 0.10% | Add +17.1% | 24,566 | $10.8M |
| Coastal Bridge Advisors, LLC | 0.89% | Add +22.6% | 24,532 | $10.8M |
| Bath Savings Trust Co | 1.09% | Reduce -3.5% | 24,456 | $10.7M |
| Nabity-Jensen Investment Management Inc | 7.85% | Reduce -1.0% | 24,279 | $10.6M |
| Bleakley Financial Group, LLC | 0.27% | Add +11.3% | 24,130 | $10.6M |
| Leo Wealth, LLC | 0.82% | Add +117.8% | 24,130 | $10.6M |
| Ascent Group, LLC | 0.41% | Reduce -9.3% | 24,051 | $10.5M |
| Semmax Financial Advisors Inc. | 2.69% | Reduce -0.7% | 22,751 | $10.4M |
| Alpine Bank Wealth Management | 1.58% | Reduce -9.4% | 23,807 | $10.4M |
| Ted Buchan & Co | 4.14% | Add +79.1% | 23,777 | $10.4M |
| Watts Gwilliam & Co., LLC | 1.71% | Add +17.8% | 21,866 | $10.4M |
| Certus Wealth Management, LLC | 6.70% | Reduce -7.2% | 23,720 | $10.4M |
| Prostatis Group LLC | 2.97% | Reduce -32.6% | 23,662 | $10.4M |
| Von Berge Wealth Management Group, LLC | 5.81% | Reduce -0.3% | 23,129 | $10.3M |
| Petix & Botte Co | 2.53% | Add +0.2% | 23,555 | $10.3M |
| Kathleen S. Wright Associates Inc. | 3.99% | Reduce -6.2% | 23,302 | $10.2M |
| Kendall Capital Management | 2.67% | Add +5.7% | 23,048 | $10.1M |
| Verdence Capital Advisors LLC | 0.69% | Add +6.2% | 22,924 | $10.0M |
| B&D White Capital Company, LLC | 1.53% | Reduce -72.4% | 22,871 | $10.0M |
| Cornerstone Wealth Management, LLC | 0.61% | Reduce -0.5% | 22,858 | $10.0M |
| First United Bank & Trust | 3.49% | Add +5.0% | 22,817 | $10.0M |
| Johnson Investment Counsel Inc. | 0.09% | Reduce -23.9% | 22,773 | $10.0M |
| QRG Capital Management, Inc. | 0.09% | Reduce -11.3% | 22,745 | $10.0M |
| Hofer & Associates. Inc | 6.19% | Add +0.4% | 22,648 | $9.9M |
| Elevated Capital Advisors, LLC | 2.78% | No change | 26,775 | $9.9M |
| ERn Financial, LLC | 2.08% | Reduce -0.3% | 22,438 | $9.8M |
| Angeles Investment Advisors, LLC | 0.55% | Add +1.0% | 22,219 | $9.7M |
| Ritholtz Wealth Management | 0.21% | Reduce -3.8% | 22,186 | $9.7M |
| AlphaStar Capital Management, LLC | 0.68% | New | 22,139 | $9.7M |
| Perennial Investment Advisors, LLC | 0.94% | Add +4.8% | 22,105 | $9.7M |
| Intergy Private Wealth, LLC | 3.29% | Add +1.3% | 21,983 | $9.6M |
| Visionary Wealth Advisors | 0.49% | Add +8.2% | 21,981 | $9.6M |
| Csenge Advisory Group | 0.50% | Reduce -1.4% | 23,074 | $9.5M |
| Woodside Wealth Management LLC | 8.20% | Add +0.9% | 21,735 | $9.5M |
| Wellspring Financial Advisors, LLC | 0.84% | Reduce -0.1% | 942,653 | $9.5M |
| Brio Consultants, LLC | 1.38% | Add +1.0% | 21,549 | $9.4M |
| Washington Trust Advisors, Inc. | 0.77% | Reduce -0.2% | 21,543 | $9.4M |
| Clearwater Capital Advisors, LLC | 0.86% | Reduce -0.3% | 21,484 | $9.4M |
| Quaker Wealth Management, LLC | 3.14% | — | 21,373 | $9.4M |
| Register Financial Advisors LLC | 4.07% | Add +2.3% | 21,259 | $9.3M |
| Mathes Company, Inc. | 3.48% | No change | 21,220 | $9.3M |
| Summit Wealth Group LLC / Co. | 2.33% | — | 21,132 | $9.3M |
| Elevation Capital Advisory, LLC | 3.71% | New | 21,097 | $9.2M |
| Acropolis Investment Management, LLC | 0.51% | Add +0.4% | 21,057 | $9.2M |
| Goodman Advisory Group, LLC | 3.13% | Reduce -13.9% | 21,030 | $9.2M |
| Laurel Wealth Advisors LLC | 1.37% | Add +4.7% | 20,953 | $9.2M |
| Bonfire Financial | 7.53% | Reduce -0.6% | 20,911 | $9.2M |
| Mustard Seed Financial, LLC | 6.60% | Add +13.1% | 20,893 | $9.2M |
| Hollencrest Capital Management | 0.39% | Add +0.0% | 20,890 | $9.2M |
| Fonville Wealth Management LLC | 2.32% | Add +1.1% | 20,879 | $9.2M |
| GC Wealth Management RIA, LLC | 0.75% | Reduce -2.1% | 20,866 | $9.1M |
| Axxcess Wealth Management, LLC | 0.22% | Add +204.0% | 20,795 | $9.1M |
| Yoder Wealth Management, Inc. | 4.75% | Reduce -0.3% | 20,795 | $9.1M |
| Royal Fund Management, LLC | 0.97% | Add +2.4% | 20,714 | $9.1M |
| Tide Cove Capital Partners LLC | 7.19% | Add +1.8% | 19,903 | $9.1M |
| Valeo Financial Advisors, LLC | 0.22% | Add +35.1% | 43,076 | $9.1M |
| Wealthspire Retirement, LLC | 0.60% | Reduce -0.7% | 20,546 | $9.0M |
| Novak & Powell Financial Services, Inc. | 6.24% | Reduce -22.4% | 20,502 | $9.0M |
| Madison Park Capital Advisors, LLC | 7.54% | Reduce -8.7% | 20,443 | $9.0M |
| Freedom Financial Partners LLC | 3.78% | Add +1.1% | 20,442 | $9.0M |
| Essex Financial Services, Inc. | 0.59% | Add +6.6% | 20,378 | $8.9M |
| Parallel Advisors, LLC | 0.18% | Add +11.1% | 20,301 | $8.9M |
| Dravo Bay LLC | 4.30% | Reduce -0.7% | 20,286 | $8.9M |
| MidAtlantic Capital Management, Inc. | 6.30% | Reduce -0.9% | 20,265 | $8.9M |
| Calton & Associates, Inc. | 1.53% | Add +0.6% | 20,231 | $8.9M |
| Latigo Investments, LLC | 4.55% | No change | 20,176 | $8.8M |
| St. Louis Trust Co | 1.18% | Add +8.7% | 20,134 | $8.8M |
| Riverview Capital Advisers, LLC | 2.51% | Add +1.4% | 19,976 | $8.8M |
| First PREMIER Bank | 2.11% | Add +1.4% | 19,848 | $8.7M |
| Sightline Wealth Advisors, LLC | 4.18% | Add +2.2% | 19,765 | $8.7M |
| Pine Valley Investments Ltd Liability Co | 0.50% | Add +1.3% | 19,505 | $8.6M |
| Winthrop Advisory Group LLC | 0.82% | Add +581.4% | 19,474 | $8.5M |
| Wells Financial Advisors INC | 11.60% | Reduce -6.2% | 19,258 | $8.4M |
| Ogorek Anthony Joseph /NY/ | 2.60% | Reduce -0.3% | 19,174 | $8.4M |
| Dentgroup LLC | 5.82% | Reduce -1.6% | 19,141 | $8.4M |
| Wind River Trust Co | 3.35% | No change | 19,070 | $8.4M |
| Avion Wealth | 1.91% | Add +34.6% | 19,070 | $8.4M |
| Pine Harbor Wealth Management, LLC | 2.93% | Add +3.4% | 18,976 | $8.3M |
| Spire Wealth Management | 0.30% | Add +1.3% | 18,857 | $8.3M |
| Flow Traders U.S. LLC | 0.31% | New | 18,849 | $8.3M |
| Horizon Bancorp Inc. | 4.15% | Reduce -1.2% | 18,815 | $8.2M |
| VSM Wealth Advisory, LLC | 2.71% | Add +16.5% | 18,690 | $8.2M |
| Kure Advisory, LLC | 5.43% | Add +8.9% | 18,676 | $8.2M |
| Nicolet Advisory Services, LLC | 0.69% | Reduce -0.1% | 18,320 | $8.2M |
| Prestige Wealth Management Group LLC | 1.66% | Add +1.7% | 18,566 | $8.1M |
| McKinley Carter Wealth Services, Inc. | 0.45% | Reduce -0.1% | 18,557 | $8.1M |
| MTC Wealth Management LLC | 3.90% | Reduce -3.2% | 18,520 | $8.1M |
| Uptick Partners, LLC | 2.32% | Add +19.8% | 18,495 | $8.1M |
| TPG Financial Advisors, LLC | 3.24% | Reduce -13.9% | 18,444 | $8.1M |
| Crown Wealth Group, LLC | 3.03% | Add +6.9% | 18,377 | $8.1M |
| Emerald Advisors, LLC | 1.03% | Add +2.1% | 18,354 | $8.0M |
| Diversified Portfolios, Inc. | 0.77% | No change | 18,350 | $8.0M |
| Thrive Capital Management, LLC | 2.52% | New | 18,323 | $8.0M |
| Arkadios Wealth Advisors | 0.24% | Reduce -1.5% | 18,281 | $8.0M |
| Rinkey Investments | 2.41% | Reduce -9.3% | 18,264 | $8.0M |
| Gallagher Fiduciary Advisors, LLC | 0.31% | Reduce -3.6% | 18,242 | $8.0M |
| Brighton Jones LLC | 0.22% | Add +11.1% | 18,224 | $8.0M |
| Osborne Partners Capital Management, LLC | 0.42% | Reduce -0.5% | 18,188 | $8.0M |
| LifeGoal Investments, LLC | 7.57% | Add +5.5% | 18,167 | $8.0M |
| Farther Finance Advisors, LLC | 0.16% | Add +12.6% | 18,117 | $7.9M |
| Curi Capital, LLC | 0.15% | Add +99.7% | 18,061 | $7.9M |
| Valpey Financial Services, LLC | 5.47% | — | 18,052 | $7.9M |
| Apollon Wealth Management, LLC | 0.16% | Add +0.5% | 17,995 | $7.9M |
| Hilltop Holdings Inc. | 0.50% | Reduce -45.3% | 17,882 | $7.8M |
| WealthShield Partners, LLC | 0.95% | Add +4.6% | 17,880 | $7.8M |
| Bluespring Wealth Management, LLC | 0.74% | Reduce -0.1% | 17,817 | $7.8M |
| Northstar Group, Inc. | 1.25% | Add +0.1% | 17,682 | $7.8M |
| Simmons Bank | 0.55% | Reduce -2.4% | 17,609 | $7.7M |
| Keystone Financial Group | 0.70% | Add +4.8% | 17,528 | $7.7M |
| Hill Island Financial LLC | 2.13% | Reduce -75.0% | 17,432 | $7.6M |
| NFSG Corp | 1.24% | Add +10.7% | 17,406 | $7.6M |
| Weinberger Asset Management, Inc | 2.93% | Add +0.6% | 17,298 | $7.6M |
| Abbot Financial Management, Inc. | 3.49% | Reduce -1.5% | 17,246 | $7.6M |
| Peak Retirement Planning, Inc. | 3.04% | Add +25.0% | 17,153 | $7.5M |
| Level Financial Advisors | 2.34% | Add +36.4% | 17,146 | $7.5M |
| Clarus Wealth Advisors | 3.47% | Reduce -1.6% | 17,126 | $7.5M |
| Disciplined Investments, LLC | 3.16% | Reduce -0.9% | 17,045 | $7.5M |
| Scott & Selber, Inc. | 2.08% | Reduce -0.1% | 16,996 | $7.5M |
| Integrity Alliance, Llc. | 0.41% | Reduce -49.5% | 16,946 | $7.4M |
| Campbell Deegan Wealth Management, LLC | 7.30% | Add +5.3% | 16,905 | $7.4M |
| LongView Wealth Management | 2.22% | Reduce -24.4% | 16,754 | $7.3M |
| Capital Planning LLC | 2.30% | Add +0.8% | 16,690 | $7.3M |
| M3 Advisory Group, LLC | 5.04% | Add +4.4% | 16,632 | $7.3M |
| Vicus Capital | 0.60% | Reduce -3.5% | 16,572 | $7.3M |
| Warwick Investment Management, Inc. | 1.41% | Add +15.0% | 16,571 | $7.3M |
| First American Trust, FSB | 0.58% | Add +3.8% | 16,563 | $7.3M |
| Journey Beyond Wealth, LLC | 6.10% | Add +9.2% | 16,491 | $7.2M |
| Defined Wealth Management, LLC | 4.44% | Reduce -5.1% | 16,360 | $7.2M |
| Wellington Management Group LLP | 0.00% | Reduce -71.1% | 16,350 | $7.2M |
| Level Four Advisory Services, LLC | 0.26% | Add +22.7% | 16,345 | $7.2M |
| Patriot Financial Group Insurance Agency, LLC | 0.82% | Add +4.5% | 16,336 | $7.2M |
| Element Pointe Advisors, LLC | 1.72% | No change | 16,190 | $7.1M |
| GSG Advisors LLC | 2.06% | Reduce -0.0% | 16,175 | $7.1M |
| Parkside Financial Bank & Trust | 0.76% | Add +27.8% | 16,047 | $7.0M |
| Rehmann Capital Advisory Group | 0.42% | Reduce -4.2% | 15,981 | $7.0M |
| Security Financial Services, INC. | 1.23% | Add +3.6% | 15,875 | $7.0M |
| Martin Worley Group | 3.40% | Add +64.8% | 15,860 | $7.0M |
| HTG Investment Advisors, Inc. | 2.59% | Add +3.6% | 15,855 | $7.0M |
| MA Private Wealth | 1.24% | Reduce -0.3% | 15,776 | $6.9M |
| Tower View Wealth Management LLC | 3.58% | Reduce -12.1% | 15,750 | $6.9M |
| Disciplined Investors, L.L.C. | 5.36% | Add +18.8% | 15,689 | $6.9M |
| Cumberland Advisors Inc. | 2.89% | Reduce -0.1% | 15,658 | $6.9M |
| Composition Wealth, LLC | 0.12% | Add +29.3% | 15,651 | $6.9M |
| NCM Capital Management, LLC | 2.80% | Add +6.3% | 15,518 | $6.8M |
| Kovack Advisors, Inc. | 0.67% | Reduce -8.3% | 15,517 | $6.8M |
| Muirfield Wealth Advisors LLC | 5.40% | Add +22.7% | 15,479 | $6.8M |
| SBI Securities Co., Ltd. | 0.19% | Reduce -3.0% | 15,445 | $6.8M |
| Twin Focus Capital Partners, LLC | 0.95% | Add +3.5% | 15,433 | $6.8M |
| Infinity Wealth Counsel, LLC | 6.83% | Reduce -0.4% | 15,418 | $6.8M |
| Fourth Dimension Wealth, LLC | 2.85% | Reduce -25.8% | 15,370 | $6.7M |
| Advisory Alpha, LLC | 0.21% | Add +3.0% | 15,361 | $6.7M |
| Revolve Wealth Partners, LLC | 0.88% | Add +11.1% | 15,347 | $6.7M |
| Drucker Wealth 3.0, LLC | 1.29% | Reduce -11.6% | 15,126 | $6.7M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2.42% | Add +16.2% | 14,670 | $6.7M |
| Glen Eagle Advisors, LLC | 1.03% | Reduce -13.3% | 15,211 | $6.7M |
| Quadcap Wealth Management, LLC | 0.84% | Reduce -0.4% | 15,151 | $6.6M |
| Apex Wealth Management, LLC | 5.29% | Reduce -7.8% | 15,034 | $6.6M |
| Kavar Capital Partners Group, LLC | 0.95% | Add +12.6% | 15,008 | $6.6M |
| CGN Advisors LLC | 0.59% | Add +11.4% | 14,980 | $6.6M |
| LifePlan Investment Advisors, Inc. | 3.25% | Add +22.5% | 14,928 | $6.5M |
| Fifth Third Wealth Advisors LLC | 0.27% | Add +22.8% | 14,873 | $6.5M |
| High Net Worth Advisory Group LLC | 1.72% | Add +1.0% | 14,829 | $6.5M |
| Willis Johnson & Associates, Inc. | 0.44% | Reduce -5.5% | 14,807 | $6.5M |
| Brown Brothers Harriman & Co. | 0.04% | Reduce -0.4% | 14,743 | $6.5M |
| Cohen Klingenstein LLC | 0.22% | Add +0.5% | 14,733 | $6.5M |
| Aspen Wealth Management LLC | 1.60% | Add +9.6% | 14,706 | $6.4M |
| Maridea Wealth Management LLC | 1.68% | Add +17.6% | 14,696 | $6.4M |
| Avidian Wealth Enterprises, LLC | 0.26% | Add +33.3% | 14,618 | $6.4M |
| Alexis Investment Partners, LLC | 2.74% | Reduce -10.3% | 14,583 | $6.4M |
| Sigma Planning Corp | 0.19% | Add +2.5% | 14,466 | $6.3M |
| Capital Planning Advisors, LLC | 0.93% | Reduce -0.9% | 14,448 | $6.3M |
| Sage Mountain Advisors LLC | 0.41% | Add +33.0% | 14,444 | $6.3M |
| Insight Advisors, LLC/ PA | 1.02% | Reduce -1.2% | 14,402 | $6.3M |
| Richardson Financial Services Inc. | 4.24% | Add +47.9% | 14,483 | $6.3M |
| Accent Capital Management, LLC | 2.80% | New | 42,444 | $6.3M |
| CX Institutional | 0.22% | Reduce -56.4% | 14,312 | $6.3M |
| FDx Advisors, Inc. | 1.91% | Reduce -4.1% | 14,273 | $6.3M |
| Wescott Financial Advisory Group, LLC | 0.60% | Reduce -13.2% | 14,264 | $6.3M |
| Cascades Capital Asset Management, LLC | 3.25% | Add +0.0% | 14,198 | $6.2M |
| Claris Financial LLC | 4.66% | Reduce -36.0% | 14,103 | $6.2M |
| Empower Advisory Group, LLC | 0.02% | Reduce -8.3% | 14,095 | $6.2M |
| Pandora Wealth, Inc. | 3.80% | Reduce -0.1% | 14,090 | $6.2M |
| Western Wealth Management, LLC | 0.37% | Reduce -0.0% | 14,031 | $6.2M |
| Dopkins Wealth Management, LLC | 2.75% | Reduce -0.5% | 13,989 | $6.1M |
| Donaldson Capital Management, LLC | 0.22% | Add +4.3% | 13,967 | $6.1M |
| Smartleaf Asset Management LLC | 0.54% | Reduce -10.3% | 13,989 | $6.1M |
| BlackRock, Inc. | 0.00% | Add +39.4% | 13,887 | $6.1M |
| Dynamic Advisor Solutions LLC | 0.19% | Add +4.5% | 13,848 | $6.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.10% | Add +1.6% | 13,838 | $6.1M |
| Cornerstone Wealth Group, LLC | 0.45% | New | 13,689 | $6.0M |
| Estate Counselors, LLC | 0.59% | Add +187.0% | 13,644 | $6.0M |
| World Investment Advisors | 0.14% | Add +14.2% | 13,637 | $6.0M |
| Chris Bulman Inc | 3.41% | Reduce -6.0% | 13,637 | $6.0M |
| Winthrop Capital Management, LLC | 1.51% | Add +2.8% | 13,632 | $6.0M |
| Motiv8 Investments LLC | 3.65% | Add +12.0% | 13,615 | $6.0M |
| Sensible Financial Planning & Management, LLC. | 1.12% | Add +1.2% | 13,484 | $5.9M |
| FWG Investments, LLC. | 4.49% | New | 13,483 | $5.9M |
| Finward Bancorp | 4.67% | Reduce -0.0% | 13,478 | $5.9M |
| Diversified Trust Co. | 0.13% | Add +17.2% | 13,395 | $5.9M |
| Brighton Securities Corp. | 3.20% | Add +1409.2% | 13,341 | $5.8M |
| Laraway Financial Advisors Inc | 4.43% | Reduce -2.6% | 13,329 | $5.8M |
| Droms Strauss Advisors Inc. /Mo/ | 1.79% | Reduce -1.6% | 13,325 | $5.8M |
| Carnegie Investment Counsel | 0.12% | Reduce -3.7% | 13,256 | $5.8M |
| GFS Advisors, LLC | 0.79% | Reduce -5.0% | 13,173 | $5.8M |
| Smith, Moore & Co. | 0.48% | Reduce -6.5% | 13,163 | $5.8M |
| Hengehold Capital Management LLC | 0.53% | Reduce -2.8% | 13,156 | $5.8M |
| Strategic Financial Partners, Ltd. | 2.68% | Reduce -1.7% | 13,153 | $5.8M |
| Agate Pass Investment Management, LLC | 2.36% | Reduce -36.0% | 13,134 | $5.8M |
| Private Wealth Asset Management, LLC | 0.76% | Reduce -8.6% | 13,046 | $5.7M |
| Idaho Trust Co | 2.04% | Add +19.9% | 13,006 | $5.7M |
| Culbertson A N & Co. Inc. | 0.87% | Reduce -0.5% | 12,914 | $5.7M |
| Polen Capital Management LLC | 0.02% | Reduce -11.5% | 12,907 | $5.7M |
| Guidance Capital, Inc. | 1.60% | Add +2.6% | 12,594 | $5.6M |
| Smith Anglin Financial, LLC | 0.51% | Reduce -96.6% | 12,763 | $5.6M |
| Greystone Financial Group, LLC | 0.92% | Add +7.9% | 12,761 | $5.6M |
| Fund Evaluation Group, LLC | 0.22% | New | 12,759 | $5.6M |
| Bawa N Mallick Trust | 2.31% | No change | 12,750 | $5.6M |
| Barrett & Company, Inc. | 2.09% | Add +0.2% | 12,720 | $5.6M |
| Choate Investment Advisors | 0.12% | Reduce -3.3% | 12,702 | $5.6M |
| Diversified Enterprises, LLC | 0.42% | Reduce -0.5% | 12,691 | $5.6M |
| Benjamin Edwards Inc. | 0.07% | Add +55.1% | 12,592 | $5.5M |
| Sax Wealth Advisors, LLC | 0.33% | Add +46.4% | 12,541 | $5.5M |
| Sentinel Pension Advisors, LLC | 0.92% | Add +0.4% | 12,516 | $5.5M |
| Emergent Wealth Advisors, LLC | 3.50% | Add +1.3% | 12,274 | $5.5M |
| CPA Asset Management Group, LLC | 2.29% | Add +2.5% | 12,432 | $5.5M |
| Hexagon Capital Partners LLC | 1.21% | Reduce -9.9% | 12,421 | $5.4M |
| Foronjy Financial LLC | 2.55% | — | 12,415 | $5.4M |
| BCS Wealth Management | 1.17% | Add +0.5% | 12,413 | $5.4M |
| Cascade Wealth Advisors, Inc | 3.08% | Reduce -11.9% | 11,851 | $5.4M |
| Planwiser Financial, LLC | 4.61% | Add +1.9% | 11,864 | $5.4M |
| Roman Butler Fullerton & Co. | 1.60% | Add +1.7% | 11,900 | $5.4M |
| Strategic Financial Concepts, LLC | 0.76% | Reduce -9.3% | 12,285 | $5.4M |
| Wedmont Private Capital | 0.23% | Add +11.3% | 12,152 | $5.4M |
| Battery Global Advisors, LLC | 2.65% | No change | 12,241 | $5.4M |
| Planning Directions Inc. | 3.02% | Reduce -20.6% | 12,224 | $5.4M |
| Asset Allocation & Management Company, LLC | 2.50% | No change | 12,189 | $5.3M |
| Seeds Investor LLC | 1.25% | Reduce -6.8% | 12,179 | $5.3M |
| Bay Rivers Group | 2.44% | Add +1.7% | 12,156 | $5.3M |
| Compton Wealth Advisory Group, LLC | 1.35% | Add +9.0% | 12,147 | $5.3M |
| XY Planning Network, Inc. | 1.80% | Add +19.2% | 12,078 | $5.3M |
| FSM Wealth Advisors, LLC | 0.86% | Add +838.4% | 12,059 | $5.3M |
| Bryn Mawr Trust Advisors, LLC | 0.29% | Reduce -0.7% | 12,056 | $5.3M |
| MSH Capital Advisors LLC | 1.52% | Reduce -3.4% | 12,053 | $5.3M |
| Capital Investment Advisors, LLC | 0.09% | Add +35.0% | 12,041 | $5.3M |
| Aspiriant, LLC | 0.17% | No change | 11,951 | $5.2M |
| Kelleher Financial Advisors | 1.82% | Add +1.5% | 11,937 | $5.2M |
| Graypoint LLC | 0.29% | Reduce -0.1% | 11,873 | $5.2M |
| Catalyst Private Wealth, LLC | 2.31% | Reduce -8.2% | 11,831 | $5.2M |
| Nestegg Advisors, Inc. | 4.99% | Add +16.2% | 11,825 | $5.2M |
| Family CFO Inc | 2.60% | Add +2.0% | 11,825 | $5.2M |
| HBK Sorce Advisory LLC | 0.14% | Reduce -5.9% | 11,817 | $5.2M |
| KCM Investment Advisors LLC | 0.17% | Add +4.6% | 11,770 | $5.2M |
| Tidal Investments LLC | 0.03% | Add +96.2% | 11,667 | $5.1M |
| Fulcrum Capital LLC | 1.08% | Add +9.4% | 11,626 | $5.1M |
| Advocacy Wealth Management, LLC | 0.31% | No change | 11,604 | $5.1M |
| Vise Technologies, Inc. | 0.21% | — | 11,603 | $5.1M |
| Ciovacco Capital Management LLC | 2.73% | Add +75.0% | 11,444 | $5.0M |
| Focus Financial Network, Inc. | 0.20% | Add +1.0% | 11,363 | $5.0M |
| Clarity Capital Advisors, LLC | 2.91% | Add +7.1% | 11,371 | $5.0M |
| Gilliland Jeter Wealth Management LLC | 1.62% | Add +0.0% | 11,348 | $5.0M |
| AlTi Global, Inc. | 0.12% | Reduce -21.9% | 11,334 | $5.0M |
| Latko Wealth Management, Ltd. | 2.78% | Add +1.5% | 11,279 | $4.9M |
| EnRich Financial Partners LLC | 1.51% | Reduce -6.5% | 11,247 | $4.9M |
| Maia Wealth LLC | 0.94% | Reduce -1.2% | 11,243 | $4.9M |
| Keybank National Association | 0.02% | Reduce -11.8% | 11,204 | $4.9M |
| Integrated Investment Consultants, LLC | 0.96% | Add +13.5% | 11,145 | $4.9M |
| Lodestar Private Asset Management LLC | 0.56% | Add +14.3% | 11,103 | $4.9M |
| Savvy Advisors, Inc. | 0.32% | Add +5.4% | 11,091 | $4.9M |
| FF Advisors,LLC | 2.52% | No change | 11,090 | $4.9M |
| Opinicus Capital, Inc. | 3.68% | Add +6.3% | 11,061 | $4.8M |
| Marshall & Sterling Wealth Advisors Inc. | 3.27% | Reduce -22.0% | 11,095 | $4.8M |
| Caliber Wealth Management, LLC / KS | 0.52% | Add +3.1% | 11,010 | $4.8M |
| Great Lakes Advisors, LLC | 0.04% | Reduce -0.7% | 10,996 | $4.8M |
| Leavell Investment Management, Inc. | 0.21% | Add +0.5% | 10,870 | $4.8M |
| Evoke Wealth, LLC | 0.11% | No change | 10,867 | $4.8M |
| Signal Advisors Wealth, LLC | 0.37% | Add +6.1% | 10,816 | $4.7M |
| Stokes Family Office, LLC | 0.49% | Add +10.7% | 10,707 | $4.7M |
| Kwmg, LLC | 0.44% | Add +3.4% | 10,707 | $4.7M |
| SOA Wealth Advisors, LLC. | 0.86% | Add +0.2% | 10,702 | $4.7M |
| Glass Jacobson Investment Advisors llc | 1.80% | Reduce -16.3% | 10,680 | $4.7M |
| Blue Trust, Inc. | 0.06% | Add +6.0% | 10,670 | $4.7M |
| NorthStar Asset Management LLC | 2.46% | Add +4.6% | 10,641 | $4.7M |
| Alexander Labrunerie & Co., Inc. | 1.93% | Add +0.6% | 10,635 | $4.7M |
| Causey Wealth LLC | 2.39% | Reduce -1.4% | 10,622 | $4.7M |
| Summit Wealth Partners, LLC | 0.89% | Add +39.7% | 10,592 | $4.6M |
| NorthRock Partners, LLC | 0.12% | Add +1.5% | 10,571 | $4.6M |
| Apexium Financial, LP | 0.25% | No change | 10,548 | $4.6M |
| Venturi Wealth Management, LLC | 0.23% | Reduce -97.0% | 10,533 | $4.6M |
| Altiora Financial Group, LLC | 0.90% | No change | 10,530 | $4.6M |
| Quest 10 Wealth Builders, Inc. | 4.48% | Add +1.0% | 10,502 | $4.6M |
| BridgePort Financial Solutions, LLC | 1.53% | Add +2.3% | 10,491 | $4.6M |
| Evercore Wealth Management, LLC | 0.07% | Reduce -3.3% | 10,450 | $4.6M |
| SageView Advisory Group, LLC | 0.17% | Reduce -15.6% | 10,028 | $4.6M |
| Valmark Advisers, Inc. | 0.06% | Add +0.5% | 10,406 | $4.6M |
| Prospera Capital Management, LLC | 2.50% | Add +3.3% | 10,286 | $4.5M |
| Montag A & Associates Inc. | 0.22% | Add +0.8% | 10,262 | $4.5M |
| City State Bank | 1.41% | Add +1.0% | 10,271 | $4.5M |
| Plante Moran Financial Advisors, LLC | 0.32% | Add +4.8% | 10,253 | $4.5M |
| Centaurus Financial, Inc. | 0.26% | Reduce -16.1% | 10,201 | $4.5M |
| Charter Oak Capital Management, LLC | 0.38% | Reduce -0.1% | 10,171 | $4.5M |
| West Bancorporation Inc. | 2.81% | Reduce -2.2% | 10,164 | $4.5M |
| U.S. Capital Wealth Advisors, LLC | 0.13% | Add +3.9% | 10,116 | $4.4M |
| Earned Wealth Advisors, LLC | 0.87% | Reduce -0.7% | 10,088 | $4.4M |
| Main Street Financial Solutions, LLC | 0.32% | Add +70.0% | 10,029 | $4.4M |
| Eclectic Associates Inc. | 0.96% | Add +10.2% | 10,021 | $4.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.10% | Reduce -30.4% | 9,971 | $4.4M |
| Kuhn & Co Investment Counsel | 3.28% | Add +8.6% | 9,907 | $4.3M |
| Hillcrest Wealth Advisors - NY, LLC | 2.04% | Reduce -1.5% | 9,900 | $4.3M |
| Davidson Trust Co. | 2.00% | Add +3.2% | 9,877 | $4.3M |
| Transcend Capital Advisors, LLC | 0.33% | Reduce -3.4% | 9,810 | $4.3M |
| FineMark National Bank & Trust | 0.15% | Add +56.1% | 9,803 | $4.3M |
| Sutton Place Investors LLC | 2.58% | Add +0.2% | 9,785 | $4.3M |
| Forte Capital LLC | 0.46% | Reduce -1.8% | 9,783 | $4.3M |
| Checchi Capital Advisers, LLC | 0.30% | Reduce -25.9% | 9,777 | $4.3M |
| Stonegate Investment Group, LLC | 0.11% | Add +2.9% | 9,766 | $4.3M |
| Birchcreek Wealth Management, LLC | 2.42% | Add +1.9% | 9,734 | $4.3M |
| Cozad Asset Management Inc. | 0.37% | Add +3.6% | 9,725 | $4.3M |
| Fisher Asset Management | 0.00% | Add +44.9% | 9,708 | $4.3M |
| Lewis Asset Management, LLC | 1.99% | New | 9,641 | $4.2M |
| Pallas Capital Advisors LLC | 0.16% | Reduce -2.3% | 9,625 | $4.2M |
| Grandview Asset Management LLC | 1.35% | Add +13.5% | 9,615 | $4.2M |
| Gradient Capital Advisors, LLC | 1.24% | Add +5.6% | 9,596 | $4.2M |
| Tradition Wealth Management, LLC | 0.34% | Reduce -14.0% | 9,576 | $4.2M |
| KG Capital Management | 1.24% | Add +6.9% | 9,575 | $4.2M |
| Panoramic Investment Advisors, LLC | 2.57% | Add +18.3% | 9,530 | $4.2M |
| Platform Technology Partners | 1.09% | Add +5.7% | 9,503 | $4.2M |
| Councilor Wealth, LLC | 1.95% | Reduce -6.3% | 9,501 | $4.2M |
| WBH Advisory Inc. | 0.35% | Add +58.1% | 9,487 | $4.2M |
| OneAscent Financial Services LLC | 0.30% | Reduce -29.7% | 9,494 | $4.2M |
| Talon Private Wealth, LLC | 0.57% | Reduce -16.9% | 9,468 | $4.2M |
| Bravias Capital Group, LLC | 3.04% | Add +4.6% | 9,446 | $4.1M |
| Fiduciary Alliance LLC | 0.31% | Add +613.9% | 9,438 | $4.1M |
| United Advisor Group, LLC | 0.71% | Add +47.3% | 9,408 | $4.1M |
| HHM Wealth Advisors, LLC | 0.49% | Add +4.4% | 9,396 | $4.1M |
| Global Financial Private Client, LLC | 1.54% | Add +0.0% | 9,380 | $4.1M |
| Nixon Peabody Trust Co. | 0.32% | No change | 9,300 | $4.1M |
| Sound View Wealth Advisors Group, LLC | 0.30% | Reduce -1.7% | 9,289 | $4.1M |
| Houlihan Financial Resource Group, Ltd. | 1.68% | Add +0.2% | 9,078 | $4.1M |
| Blueprint Investment Partners LLC | 0.72% | Reduce -14.0% | 9,236 | $4.0M |
| 1900 Wealth Management LLC | 0.31% | Reduce -0.3% | 9,211 | $4.0M |
| Probity Advisors, Inc. | 0.71% | Reduce -1.0% | 9,210 | $4.0M |
| Institute for Wealth Management, LLC. | 0.45% | Reduce -6.8% | 9,193 | $4.0M |
| United Bank | 0.48% | Reduce -12.3% | 9,188 | $4.0M |
| MOKAN Wealth Management Inc. | 2.25% | Reduce -29.6% | 9,191 | $4.0M |
| St Germain D J Co. Inc. | 0.17% | Add +0.1% | 9,131 | $4.0M |
| Compass Financial Group, INC | 0.65% | Reduce -2.1% | 9,085 | $4.0M |
| Fort Vancouver Investment Management, LLC | 2.72% | Reduce -7.5% | 9,078 | $4.0M |
| Kelman-Lazarov, Inc. | 0.64% | Reduce -0.5% | 9,035 | $4.0M |
| Madison Wealth Partners, Inc | 0.86% | Add +6.1% | 9,002 | $3.9M |
| Parsons Capital Management Inc. | 0.24% | Reduce -10.7% | 8,959 | $3.9M |
| Edge Financial Advisors LLC | 2.06% | Reduce -0.5% | 8,941 | $3.9M |
| Equitable Trust Co. | 0.19% | Reduce -0.4% | 8,914 | $3.9M |
| Park Square Financial Group, LLC | 2.83% | Add +57.3% | 8,910 | $3.9M |
| Aaron Wealth Advisors LLC | 0.40% | No change | 8,888 | $3.9M |
| Center for Financial Planning, Inc. | 0.45% | No change | 8,850 | $3.9M |
| Plancorp, LLC | 0.13% | Add +7.4% | 8,846 | $3.9M |
| Fiducient Advisors LLC | 0.47% | Reduce -1.6% | 8,832 | $3.9M |
| Arcadia Investment Advisors LLC | 2.00% | Reduce -0.7% | 8,825 | $3.9M |
| PFG Investments, LLC | 0.22% | Add +25.5% | 8,737 | $3.8M |
| Strategic Family Wealth Counselors, L.L.C. | 1.09% | Add +1.6% | 8,701 | $3.8M |
| National Philanthropic Trust | 0.05% | No change | 8,577 | $3.8M |
| American Capital Advisory, LLC | 1.88% | Add +0.5% | 8,562 | $3.8M |
| Covington Investment Advisors Inc. | 0.53% | Add +0.8% | 8,534 | $3.7M |
| Vantagepoint Investment Advisers LLC | 0.37% | No change | 8,500 | $3.7M |
| Kingswood Wealth Advisors, LLC | 0.29% | Add +5.2% | 8,489 | $3.7M |
| Canvas Wealth Advisors, LLC | 0.73% | Reduce -1.1% | 8,126 | $3.7M |
| Madison Asset Management, LLC | 0.04% | Add +5.2% | 8,451 | $3.7M |
| Wesbanco Bank Inc. | 0.11% | Add +218.1% | 8,421 | $3.7M |
| Compass Capital Corp. /Ma/ | 1.74% | Reduce -9.0% | 8,228 | $3.7M |
| Moors & Cabot, Inc. | 0.17% | Add +1.4% | 8,349 | $3.7M |
| Forum Private Client Group LLC | 1.41% | Add +1.7% | 8,318 | $3.6M |
| Community Bank of Raymore | 2.69% | Add +70.9% | 8,301 | $3.6M |
| Outlook Wealth Advisors, LLC | 0.93% | Add +0.8% | 8,287 | $3.6M |
| Financial Alternatives, Inc | 2.36% | Reduce -0.4% | 8,286 | $3.6M |
| D. E. Shaw & Co. | 0.00% | Reduce -60.2% | 8,283 | $3.6M |
| Prospect Financial Services LLC | 2.26% | Reduce -10.0% | 8,281 | $3.6M |
| Raab & Moskowitz Asset Management LLC | 0.87% | Reduce -3.2% | 8,280 | $3.6M |
| Laird Norton Wetherby Wealth Management, LLC | 0.16% | — | 8,245 | $3.6M |
| Ashton Thomas Securities, LLC | 0.87% | Add +1.3% | 8,240 | $3.6M |
| Fortis Group Advisors, LLC | 0.66% | Add +16.6% | 7,937 | $3.6M |
| Stone Summit Wealth LLC | 1.12% | Add +27.9% | 8,238 | $3.6M |
| Keel Point, LLC | 0.24% | Reduce -0.1% | 8,232 | $3.6M |
| Keebeck Wealth Management | 0.47% | Reduce -0.7% | 8,213 | $3.6M |
| Mezzasalma Advisors, LLC | 1.08% | Add +12.3% | 8,212 | $3.6M |
| Orser Capital Management, LLC | 2.55% | Reduce -69.1% | 8,173 | $3.6M |
| Whittier Trust Co. of Nevada Inc. | 0.08% | Reduce -0.4% | 8,157 | $3.6M |
| Kaydan Wealth Management, Inc. | 1.17% | Add +25.5% | 8,149 | $3.6M |
| Walter & Keenan Wealth Management LLC /in/ | 1.03% | Reduce -2.2% | 8,076 | $3.5M |
| KMG Fiduciary Partners, LLC | 0.26% | No change | 8,039 | $3.5M |
| RVW Wealth, LLC | 0.30% | Reduce -2.0% | 8,019 | $3.5M |
| Guyasuta Investment Advisors Inc. | 0.21% | Add +6.8% | 7,905 | $3.5M |
| Summit Trail Advisors, LLC | 0.06% | New | 7,866 | $3.5M |
| Aspen Grove Capital, LLC | 0.59% | Reduce -5.4% | 7,860 | $3.5M |
| Riggs Asset Managment Co. Inc. | 0.85% | Reduce -9.8% | 7,868 | $3.4M |
| Embree Financial Group | 0.52% | Add +50.6% | 7,832 | $3.4M |
| Rothschild Investment LLC | 0.21% | Add +0.4% | 7,825 | $3.4M |
| Aureus Asset Management, LLC | 0.22% | No change | 7,808 | $3.4M |
| Accurate Wealth Management, LLC | 0.52% | Add +0.8% | 7,714 | $3.4M |
| Axis Wealth Partners, LLC | 2.24% | Add +15.8% | 7,765 | $3.4M |
| Cassaday & Co Wealth Management LLC | 0.09% | Add +2.6% | 7,755 | $3.4M |
| Apeiron RIA LLC | 0.87% | Reduce -3.8% | 7,741 | $3.4M |
| Hanover Advisors Inc. | 1.38% | Reduce -2.1% | 7,738 | $3.4M |
| Wilson & Boucher Capital Management, LLC | 2.35% | No change | 7,700 | $3.4M |
| AlphaCore Capital LLC | 0.13% | Add +172.7% | 7,658 | $3.4M |
| Pacific Financial Group Inc. | 2.62% | Reduce -7.7% | 7,643 | $3.4M |
| Barnes Pettey Financial Advisors, LLC | 2.23% | Add +27.8% | 7,617 | $3.3M |
| Coastline Trust Co | 0.38% | Reduce -4.5% | 7,590 | $3.3M |
| Daymark Wealth Partners, LLC | 0.13% | Add +0.6% | 7,570 | $3.3M |
| Advisor OS, LLC | 0.33% | Reduce -2.4% | 7,555 | $3.3M |
| Forum Financial Management, LP | 0.05% | Add +4.3% | 7,549 | $3.3M |
| Trust Co. of Toledo NA | 0.36% | New | 7,539 | $3.3M |
| Thoroughbred Financial Services, LLC | 0.23% | Add +1.2% | 7,507 | $3.3M |
| J Hagan Capital, Inc. | 2.21% | Add +75.2% | 7,281 | $3.3M |
| Advance Capital Management, Inc. | 0.15% | Reduce -1.3% | 7,470 | $3.3M |
| Evermay Wealth Management LLC | 0.40% | Reduce -0.1% | 7,454 | $3.3M |
| Capital Management Associates, Inc | 1.03% | Add +100.0% | 7,437 | $3.3M |
| Primoris Wealth Advisors, LLC | 2.22% | Add +91.1% | 7,433 | $3.3M |
| MJP Associates Inc. | 0.48% | Reduce -0.5% | 7,405 | $3.2M |
| Pinnacle Associates Ltd. | 0.05% | Add +16.1% | 7,343 | $3.2M |
| Elevatus Welath Management | 1.07% | Reduce -37.8% | 7,301 | $3.2M |
| Principal Securities, Inc. | 0.06% | Reduce -15.1% | 7,263 | $3.2M |
| McAdam, LLC | 0.17% | Add +17.3% | 7,262 | $3.2M |
| PGIM Custom Harvest LLC | 0.07% | Add +3.4% | 7,243 | $3.2M |
| ArchPoint Investors | 0.93% | No change | 7,220 | $3.2M |
| Continuum Advisory, LLC | 0.38% | Add +4.2% | 7,220 | $3.2M |
| L. Roy Papp & Associates, LLP | 0.38% | Reduce -1.9% | 7,216 | $3.2M |
| GHP Investment Advisors, Inc. | 0.14% | Add +0.3% | 7,214 | $3.2M |
| Fjell Capital, LLC | 2.92% | Add +2.7% | 7,194 | $3.2M |
| Sagace Wealth Management LLC | 2.35% | Add +10.5% | 7,181 | $3.1M |
| Capital Squared Financial LLC | 3.64% | — | 7,127 | $3.1M |
| Clear Creek Financial Management, LLC | 0.30% | Add +0.7% | 7,098 | $3.1M |
| Covenant Asset Management, LLC | 0.64% | Add +5.7% | 7,055 | $3.1M |
| Chicago Capital, LLC | 0.08% | No change | 7,052 | $3.1M |
| MV Capital Management, Inc. | 0.32% | No change | 7,040 | $3.1M |
| Stonebridge Financial Planning Group, LLC | 1.27% | Reduce -2.8% | 6,964 | $3.1M |
| Hoge Financial Services, LLC | 1.90% | Reduce -0.6% | 6,952 | $3.0M |
| Bartlett & Co. Wealth Management LLC | 0.04% | Add +9.6% | 6,924 | $3.0M |
| Global Wealth Management Investment Advisory, Inc. | 0.57% | Reduce -5.0% | 6,895 | $3.0M |
| RCS Financial Planning, LLC | 1.50% | Reduce -11.3% | 6,880 | $3.0M |
| Southland Equity Partners LLC | 0.66% | Reduce -14.3% | 6,884 | $3.0M |
| KFA Private Wealth Group, LLC | 0.93% | Add +0.1% | 6,873 | $3.0M |
| ProVise Management Group, LLC | 0.24% | Reduce -1.1% | 6,865 | $3.0M |
| Greenleaf Trust | 0.03% | No change | 6,836 | $3.0M |
| ORG Partners LLC | 0.65% | Reduce -2.1% | 6,801 | $3.0M |
| Smith Salley Wealth Management | 0.17% | Add +17.6% | 6,686 | $2.9M |
| Red Wave Investments LLC | 0.96% | Reduce -9.3% | 6,662 | $2.9M |
| UNIVEST FINANCIAL Corp | 0.18% | Reduce -2.8% | 6,656 | $2.9M |
| Invst, LLC | 0.36% | Add +1.7% | 6,623 | $2.9M |
| Integrated Advisors Network LLC | 0.13% | Reduce -15.4% | 6,615 | $2.9M |
| Fenimore Asset Management Inc | 0.06% | No change | 6,581 | $2.9M |
| Ancora Advisors LLC | 0.06% | Add +2.7% | 6,569 | $2.9M |
| Strategic Equity Management | 1.05% | New | 6,530 | $2.9M |
| Westbourne Investments, Inc. | 1.53% | Reduce -0.1% | 6,524 | $2.9M |
| Caldwell Trust Co | 0.28% | Reduce -1.3% | 6,494 | $2.8M |
| Private Trust Co. NA | 0.27% | Add +36.5% | 6,465 | $2.8M |
| Columbia Asset Management | 0.55% | Add +1.2% | 6,390 | $2.8M |
| Ballentine Partners, LLC | 0.04% | No change | 6,388 | $2.8M |
| American Institute for Advanced Investment Management, LLP | 1.98% | Add +0.8% | 6,386 | $2.8M |
| Loomis Sayles & Co. L P | 0.00% | Reduce -49.3% | 6,382 | $2.8M |
| Moseley Investment Management Inc. | 0.96% | Add +10.9% | 6,376 | $2.8M |
| Flputnam Investment Management Co. | 0.05% | Reduce -9.2% | 6,363 | $2.8M |
| Davis R M Inc. | 0.05% | Reduce -2.5% | 6,349 | $2.8M |
| Smithfield Trust Co | 0.13% | Reduce -15.3% | 6,340 | $2.8M |
| Net Worth Advisory Group | 0.61% | Add +210.5% | 6,322 | $2.8M |
| Ade, LLC | 1.47% | Reduce -0.4% | 6,321 | $2.8M |
| Adirondack Trust Co. | 1.00% | Add +2.9% | 6,305 | $2.8M |
| Anchor Investment Management, LLC | 0.24% | Add +4.6% | 6,297 | $2.8M |
| Accretive Wealth Partners, LLC | 0.90% | Reduce -0.2% | 6,286 | $2.8M |
| Dorsey & Whitney Trust CO LLC | 0.15% | Reduce -27.5% | 6,277 | $2.8M |
| JT Stratford LLC | 0.42% | Add +18.4% | 6,276 | $2.8M |
| First County Bank | 1.48% | Add +0.2% | 6,263 | $2.7M |
| North Star Asset Management Inc. | 0.12% | Reduce -0.6% | 6,256 | $2.7M |
| Reynders McVeigh Capital Management, LLC | 0.14% | Reduce -22.2% | 6,198 | $2.7M |
| Geometric Wealth Advisors | 0.41% | Reduce -3.1% | 6,190 | $2.7M |
| SwitchPoint Financial Planning, LLC | 2.22% | Add +24.9% | 6,187 | $2.7M |
| Obsidian Personal Planning Solutions LLC | 1.09% | Add +0.1% | 6,139 | $2.7M |
| Meeder Advisory Services, Inc. | 0.14% | Reduce -32.8% | 6,123 | $2.7M |
| Trinity Financial Advisors LLC | 0.82% | Reduce -1.1% | 6,084 | $2.7M |
| REDW Wealth LLC | 1.05% | Add +2.4% | 6,045 | $2.7M |
| Independent Wealth Network Inc. | 0.96% | Add +8.1% | 6,027 | $2.6M |
| Carl P. Sherr & Co., LLC | 1.33% | Reduce -0.9% | 6,023 | $2.6M |
| Stephens Consulting, LLC | 0.63% | Reduce -0.3% | 6,020 | $2.6M |
| Silver Lake Advisory, LLC | 1.12% | Reduce -2.0% | 6,002 | $2.6M |
| Summit Investment Advisory Services, LLC | 1.14% | No change | 6,002 | $2.6M |
| Jordan Park Group LLC | 0.17% | No change | 6,000 | $2.6M |
| Silver Oak Securities, Incorporated | 0.22% | Add +17.7% | 5,996 | $2.6M |
| SKY-Mountain Capital Management, Inc. | 1.74% | Reduce -30.6% | 5,760 | $2.6M |
| IPG Investment Advisors LLC | 0.51% | Add +2.9% | 5,964 | $2.6M |
| Sunburst Financial Group, LLC | 0.58% | Reduce -0.2% | 5,915 | $2.6M |
| VestGen Investment Management | 1.85% | Reduce -3.8% | 5,900 | $2.6M |
| Blue Zone Wealth Advisors, LLC | 0.65% | Reduce -0.5% | 5,893 | $2.6M |
| Quadrant Private Wealth Management, LLC | 0.54% | Add +4.0% | 5,882 | $2.6M |
| Hancock Whitney Corp. | 0.05% | Add +256.4% | 5,884 | $2.6M |
| Rockwood Wealth Management, LLC | 0.23% | Reduce -7.2% | 5,875 | $2.6M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.33% | Add +4.3% | 5,872 | $2.6M |
| Bridges Investment Management Inc. | 0.03% | Add +2.6% | 5,870 | $2.6M |
| Jackson Hole Capital Partners, LLC | 0.47% | No change | 5,865 | $2.6M |
| Salem Investment Counselors Inc. | 0.08% | Add +0.2% | 5,857 | $2.6M |
| RS Crum Inc. | 0.62% | No change | 5,855 | $2.6M |
| Wealth Effects LLC | 0.96% | Reduce -2.4% | 5,853 | $2.6M |
| BKM Wealth Management, LLC | 1.00% | Add +3.3% | 5,836 | $2.6M |
| MilWealth Group LLC | 0.66% | No change | 5,835 | $2.6M |
| Compass Ion Advisors, LLC | 0.28% | Reduce -8.1% | 5,824 | $2.6M |
| AAFMAA Wealth Management & Trust LLC | 1.05% | Add +78.7% | 5,814 | $2.5M |
| Peapack Gladstone Financial Corp. | 0.04% | Reduce -10.0% | 5,788 | $2.5M |
| Wealth Preservation Advisors, LLC | 1.56% | Reduce -1.0% | 5,779 | $2.5M |
| Ewa, LLC | 0.80% | Reduce -3.4% | 5,773 | $2.5M |
| Evanson Asset Management, LLC | 0.16% | Add +1.6% | 5,752 | $2.5M |
| Good Life Advisors, LLC | 0.16% | Reduce -2.4% | 5,746 | $2.5M |
| Bridgewater Advisors Inc. | 0.19% | Add +3.1% | 5,535 | $2.5M |
| Atlas Legacy Advisors, LLC | 0.55% | Add +67.3% | 5,686 | $2.5M |
| Old National Bancorp | 0.04% | Add +7.3% | 5,685 | $2.5M |
| Moneywise, Inc. | 1.17% | Add +578.5% | 5,672 | $2.5M |
| K2 Financial Inc. | 2.17% | Add +0.5% | 5,541 | $2.5M |
| West Financial Advisors, LLC | 0.43% | Add +7.3% | 5,613 | $2.5M |
| Argent Trust Co | 0.09% | Reduce -9.4% | 5,596 | $2.5M |
| RoundAngle Advisors LLC | 2.04% | Add +2.7% | 5,562 | $2.4M |
| TFB Advisors LLC | 0.64% | Reduce -3.8% | 5,557 | $2.4M |
| Triangle Securities Wealth Management | 0.60% | Reduce -3.2% | 5,555 | $2.4M |
| Kestra Investment Management, LLC | 0.07% | Add +15.7% | 5,547 | $2.4M |
| Allen Investment Management, LLC | 0.03% | No change | 5,539 | $2.4M |
| Larson Financial Group LLC | 0.10% | Add +24.8% | 5,528 | $2.4M |
| Retirement Income Solutions, Inc. | 0.44% | No change | 5,521 | $2.4M |
| Wick Capital Partners, LLC | 0.63% | Add +11.7% | 5,693 | $2.4M |
| Bowman & Co S.C. | 1.08% | Reduce -0.0% | 5,506 | $2.4M |
| Investor's Fiduciary Advisor Network, LLC | 0.89% | Add +9.4% | 5,491 | $2.4M |
| Evergreen Wealth Management, LLC | 1.34% | Reduce -2.4% | 5,444 | $2.4M |
| Binnacle Investments Inc | 1.54% | Reduce -0.1% | 5,415 | $2.4M |
| Truefg, LLC | 0.70% | Add +0.5% | 5,346 | $2.3M |
| Medallion Wealth Advisors, LLC | 0.91% | Add +28.0% | 5,382 | $2.3M |
| Freedom Investment Management, Inc. | 0.19% | Add +3.5% | 5,341 | $2.3M |
| SFG Wealth Management, LLC. | 1.41% | No change | 5,336 | $2.3M |
| ICONIQ Capital, LLC | 0.04% | Reduce -0.2% | 5,336 | $2.3M |
| Certuity, LLC | 0.22% | Reduce -0.5% | 5,329 | $2.3M |
| Sagespring Wealth Partners, LLC | 0.05% | Add +22.2% | 5,275 | $2.3M |
| Legacy Financial Group LLC | 0.32% | Add +2.2% | 5,272 | $2.3M |
| Crestwood Advisors Group, LLC | 0.04% | Add +0.8% | 5,256 | $2.3M |
| Patten & Patten Inc. | 0.15% | Add +1.9% | 5,255 | $2.3M |
| Paragon Private Wealth Management, LLC | 0.92% | Reduce -4.8% | 5,244 | $2.3M |
| Pinnacle Bancorp, Inc. | 0.71% | Add +0.6% | 5,237 | $2.3M |
| Whittier Trust Co. | 0.03% | Reduce -6.8% | 5,217 | $2.3M |
| Diversify Advisory Services, LLC | 0.09% | Add +3.3% | 4,922 | $2.3M |
| Arkos Global Advisors | 0.32% | Reduce -22.5% | 5,189 | $2.3M |
| Greenhouse Wealth Management, LLC | 1.46% | Add +1.3% | 5,171 | $2.3M |
| Precision Wealth Strategies, LLC | 0.74% | New | 5,167 | $2.3M |
| Marco Investment Management LLC | 0.19% | Reduce -5.3% | 5,163 | $2.3M |
| Fulton Bank, N.A. | 0.08% | Add +3.8% | 5,162 | $2.3M |
| Liberty Wealth Management LLC | 0.35% | New | 5,155 | $2.3M |
| Hickory Asset Management, Inc. | 1.87% | No change | 5,147 | $2.3M |
| Mayport, LLC | 0.54% | New | 5,128 | $2.2M |
| May Hill Capital, LLC | 0.74% | Reduce -3.5% | 5,121 | $2.2M |
| Bordeaux Wealth Advisors LLC | 0.29% | No change | 5,110 | $2.2M |
| Americana Partners, LLC | 0.08% | Add +48.1% | 5,094 | $2.2M |
| Soltis Investment Advisors LLC | 0.17% | Add +11.0% | 5,053 | $2.2M |
| Barnes Wealth Management Group, Inc | 1.30% | Reduce -4.4% | 5,030 | $2.2M |
| Cibc World Market Inc. | 0.00% | Add +6.3% | 5,018 | $2.2M |
| Nicolet Bankshares Inc. | 0.38% | Reduce -6.7% | 5,012 | $2.2M |
| Wealthstream Advisors, Inc. | 0.36% | No change | 4,990 | $2.2M |
| Balefire, LLC | 0.47% | New | 4,971 | $2.2M |
| Marks Group Wealth Management, Inc | 0.20% | Reduce -3.9% | 4,969 | $2.2M |
| DT Investment Partners, LLC | 0.20% | Reduce -18.2% | 4,968 | $2.2M |
| Busey Bank | 0.07% | Add +4.0% | 4,963 | $2.2M |
| Next Capital Management LLC | 0.80% | Add +1.0% | 4,942 | $2.2M |
| Fort Sheridan Advisors LLC | 0.31% | Add +27.0% | 4,930 | $2.2M |
| World Equity Group, Inc. | 0.59% | Add +0.3% | 4,930 | $2.2M |
| Vantage Financial Partners, LLC | 0.50% | Add +1.0% | 4,922 | $2.2M |
| Powell Investment Advisors, LLC | 0.81% | No change | 4,915 | $2.2M |
| Harbour Capital Advisors, LLC | 0.45% | No change | 4,927 | $2.2M |
| Hanson & Doremus Investment Management | 0.29% | No change | 4,901 | $2.1M |
| Foguth Wealth Management, LLC. | 0.46% | Reduce -0.6% | 4,888 | $2.1M |
| Motco | 0.20% | Add +3.8% | 4,675 | $2.1M |
| Ascentis Independent Advisors | 0.39% | Reduce -2.8% | 4,847 | $2.1M |
| Asset Dedication, LLC | 0.15% | Add +7.0% | 4,846 | $2.1M |
| BXM Wealth LLC | 2.50% | No change | 4,794 | $2.1M |
| Iron Gate Global Advisors LLC | 0.23% | Reduce -3.4% | 4,762 | $2.1M |
| Prepared Retirement Institute LLC | 1.22% | Reduce -5.8% | 4,725 | $2.1M |
| Pecaut & Co. | 0.69% | Add +30.8% | 4,715 | $2.1M |
| Norris Perne & French LLP | 0.14% | Reduce -1.6% | 4,702 | $2.1M |
| Founders Financial Alliance, LLC | 0.47% | Add +3.8% | 4,697 | $2.1M |
| Graves Light Lenhart Wealth, Inc. | 0.24% | Reduce -0.1% | 4,691 | $2.1M |
| Insigneo Advisory Services, LLC | 0.18% | Reduce -2.8% | 4,685 | $2.1M |
| Strategic Advocates LLC | 0.61% | No change | 4,672 | $2.0M |
| Synergy Asset Management, LLC | 0.23% | Add +2.9% | 4,667 | $2.0M |
| Acas, LLC | 1.37% | Add +0.5% | 4,414 | $2.0M |
| Tenon Financial LLC | 0.90% | Add +100.2% | 5,029 | $2.0M |
| Ironwood Financial, llc | 0.44% | No change | 5,486 | $2.0M |
| Wingate Wealth Advisors, Inc. | 1.81% | Reduce -3.7% | 4,637 | $2.0M |
| First Citizens Bank & Trust Co. | 0.04% | Add +45.1% | 4,632 | $2.0M |
| Orin Green Financial, LLC | 0.86% | Reduce -0.4% | 4,617 | $2.0M |
| WESPAC Advisors SoCal, LLC | 0.45% | Reduce -40.3% | 4,603 | $2.0M |
| Russell Investments Group, Ltd. | 0.00% | Add +111.9% | 4,594 | $2.0M |
| Dunhill Financial, LLC | 0.58% | Add +6.0% | 4,582 | $2.0M |
| Kane Investment Management, Inc. | 1.05% | Reduce -8.2% | 4,581 | $2.0M |
| KPP Advisory Services LLC | 0.33% | Reduce -8.9% | 4,578 | $2.0M |
| Bedel Financial Consulting, Inc. | 0.27% | Reduce -0.1% | 4,574 | $2.0M |
| Absolute Capital Management, LLC | 1.00% | Add +10.4% | 4,554 | $2.0M |
| Key Financial Inc | 0.40% | Reduce -0.8% | 4,542 | $2.0M |
| Heritage Financial Services, LLC | 0.19% | Add +4.0% | 4,541 | $2.0M |
| Wealth Watch Advisors, INC | 1.15% | Reduce -7.8% | 4,538 | $2.0M |
| RTD Financial Advisors, Inc. | 0.25% | Add +64.2% | 4,537 | $2.0M |
| SeaCrest Wealth Management, LLC | 0.22% | Reduce -2.4% | 4,536 | $2.0M |
| CWA Asset Management Group, LLC | 0.08% | Add +7.8% | 4,528 | $2.0M |
| Goldstein Advisors, LLC | 0.27% | Add +8.9% | 4,525 | $2.0M |
| Silver Coast Investments LLC | 0.72% | Add +4.3% | 4,495 | $2.0M |
| Avant Capital LLC | 1.52% | Reduce -1.7% | 4,480 | $2.0M |
| Clarendon Private LLC | 1.88% | Reduce -1.4% | 4,453 | $2.0M |
| IFC Advisors LLC | 0.36% | Add +1.8% | 4,449 | $2.0M |
| Ethos Financial Group, LLC | 0.17% | Reduce -81.2% | 4,437 | $1.9M |
| Marquette Asset Management, LLC | 0.33% | Reduce -2.6% | 4,434 | $1.9M |
| Rollins Financial Advisors, LLC | 0.31% | Reduce -0.7% | 4,426 | $1.9M |
| Coppell Advisory Solutions LLC | 0.23% | Add +5.9% | 4,446 | $1.9M |
| CRA Financial Services, LLC | 0.30% | Add +1.4% | 4,424 | $1.9M |
| Congress Asset Management Co. | 0.01% | Add +77.7% | 4,390 | $1.9M |
| Taylor Hoffman Capital Management LLC | 0.66% | Reduce -3.3% | 4,384 | $1.9M |
| Wiser Advisor Group LLC | 3.34% | Reduce -17.2% | 4,379 | $1.9M |
| Allegheny Financial Group | 0.43% | Add +12.4% | 4,370 | $1.9M |
| LifeSteps Financial, Inc. | 1.31% | Reduce -1.1% | 4,358 | $1.9M |
| Ally Invest Advisors Inc. | 0.15% | Add +94.7% | 4,357 | $1.9M |
| GM Advisory Group, LLC | 0.09% | Add +62.2% | 4,355 | $1.9M |
| Victory Capital Management Inc. | 0.00% | New | 4,346 | $1.9M |
| Trilogy Capital Inc. | 0.09% | Reduce -0.7% | 4,339 | $1.9M |
| Perissos Private Wealth Management, LLC | 1.50% | New | 4,326 | $1.9M |
| GAMMA Investing LLC | 0.12% | Add +17.4% | 4,320 | $1.9M |
| Alta Wealth Advisors LLC | 0.89% | Add +5.4% | 4,320 | $1.9M |
| Stonebrook Private Inc. | 0.44% | No change | 4,314 | $1.9M |
| Saiph Capital, LLC | 0.74% | Add +5.2% | 4,313 | $1.9M |
| Nicholas Hoffman & Company, LLC. | 0.05% | Add +1.5% | 4,305 | $1.9M |
| Boyd Wealth Management, LLC | 0.81% | Add +3.8% | 4,290 | $1.9M |
| Staley Capital Advisers Inc. | 0.08% | Reduce -4.0% | 4,279 | $1.9M |
| Retirement Planning Co of New England, Inc. | 0.83% | Reduce -1.2% | 4,274 | $1.9M |
| Mission Creek Capital Partners, Inc. | 0.41% | Reduce -3.2% | 4,255 | $1.9M |
| Sunbelt Securities, Inc. | 0.16% | Reduce -11.3% | 4,537 | $1.9M |
| Tandem Capital Management Corp. | 0.94% | Add +6.2% | 4,243 | $1.9M |
| Jump Financial, LLC | 0.02% | New | 4,241 | $1.9M |
| White Knight Strategic Wealth Advisors, LLC | 1.57% | Reduce -0.7% | 4,220 | $1.9M |
| Rossmore Private Capital | 0.21% | Reduce -16.0% | 4,186 | $1.8M |
| Tectonic Advisors LLC | 0.11% | Add +25.0% | 4,166 | $1.8M |
| Provenance Wealth Advisors, LLC | 0.26% | Add +14.0% | 4,151 | $1.8M |
| Tyler-Stone Wealth Management | 0.29% | No change | 4,148 | $1.8M |
| Aventus Investment Advisors, Inc. | 1.63% | — | 4,140 | $1.8M |
| Compass Advisory Group LLC | 0.57% | Add +29.1% | 4,135 | $1.8M |
| NorthLanding Financial Partners, LLC | 1.60% | Reduce -1.5% | 4,127 | $1.8M |
| Acorn Wealth Advisors, LLC | 0.66% | Add +283.8% | 4,072 | $1.8M |
| Plan Group Financial, LLC | 0.59% | Add +138.4% | 4,070 | $1.8M |
| Retirement Guys Formula LLC | 0.68% | Add +1.0% | 4,311 | $1.8M |
| Fidelis Capital Partners, LLC | 0.16% | Add +36.5% | 3,908 | $1.8M |
| PAX Financial Group, LLC | 0.34% | Reduce -43.1% | 4,059 | $1.8M |
| Manchester Capital Management LLC | 0.23% | Reduce -91.1% | 4,039 | $1.8M |
| Sfm, LLC | 1.14% | Add +0.5% | 4,038 | $1.8M |
| Spinnaker Investment Group, LLC | 0.41% | Reduce -8.3% | 4,020 | $1.8M |
| Park Place Capital Corp | 0.40% | No change | 4,061 | $1.8M |
| Robinson Smith Wealth Advisors LLC | 1.41% | Add +5.7% | 4,020 | $1.8M |
| Ferguson Wellman Capital Management, Inc. | 0.03% | Reduce -2.3% | 4,019 | $1.8M |
| SK Wealth Management, LLC | 0.76% | Reduce -1.7% | 3,979 | $1.8M |
| Icon Wealth Advisors, LLC | 0.13% | No change | 4,012 | $1.8M |
| First Trust Advisors LP | 0.00% | Reduce -27.9% | 4,004 | $1.8M |
| TD Waterhouse Canada Inc. | 0.01% | Add +1.7% | 4,045 | $1.8M |
| Oakworth Capital, Inc. | 0.11% | No change | 3,994 | $1.8M |
| Realta Investment Advisors | 0.69% | Add +139.3% | 3,991 | $1.7M |
| Detalus Advisors, LLC | 0.51% | Add +0.1% | 3,981 | $1.7M |
| Gerber Kawasaki Wealth & Investment Management | 0.07% | Add +0.3% | 3,979 | $1.7M |
| Sterling Wealth Management, Inc. | 0.59% | — | 3,975 | $1.7M |
| Southern Capital Advisors, LLC | 0.89% | No change | 3,972 | $1.7M |
| Independent Advisor Alliance | 0.05% | Add +12.1% | 3,969 | $1.7M |
| Accel Wealth Management | 0.58% | Add +1.7% | 3,966 | $1.7M |
| Investments & Financial Planning, LLC | 1.00% | Reduce -0.3% | 3,962 | $1.7M |
| Walkner Condon Financial Advisors LLC | 0.32% | Add +4.1% | 3,955 | $1.7M |
| Next Level Private LLC | 0.56% | Add +2.1% | 3,954 | $1.7M |
| SkyOak Wealth, LLC | 0.35% | Reduce -3.0% | 3,946 | $1.7M |
| Kearns & Associates LLC | 0.99% | Add +1.8% | 3,940 | $1.7M |
| North Ridge Wealth Advisors, Inc. | 1.06% | Reduce -1.6% | 3,935 | $1.7M |
| Crux Wealth Advisors | 0.73% | Reduce -1.2% | 3,932 | $1.7M |
| Breakwater Capital Group | 0.28% | Reduce -1.1% | 3,918 | $1.7M |
| Maripau Wealth Management LLC | 0.86% | Reduce -17.2% | 3,916 | $1.7M |
| First Manhattan Co. Llc. | 0.00% | Reduce -3.1% | 3,905 | $1.7M |
| WealthCare Investment Partners, LLC | 0.62% | Add +2.3% | 3,873 | $1.7M |
| Ingalls & Snyder LLC | 0.06% | Reduce -11.3% | 3,894 | $1.7M |
| Park National Corp. | 0.06% | Add +3.4% | 3,889 | $1.7M |
| Asset Management Group, Inc. | 0.30% | No change | 3,873 | $1.7M |
| Optima Capital LLC | 0.91% | Reduce -0.2% | 3,847 | $1.7M |
| Fusion Family Wealth, LLC | 0.14% | Reduce -8.2% | 3,849 | $1.7M |
| Glenview Trust Co | 0.03% | Add +1.2% | 3,849 | $1.7M |
| Security National Bank of So Dak | 0.92% | Reduce -3.1% | 3,841 | $1.7M |
| Yelin Lapidot Holdings Management Ltd. | 0.31% | No change | 3,835 | $1.7M |
| Country Club Bank | 0.11% | Reduce -2.6% | 3,843 | $1.7M |
| Lion Street Advisors, LLC | 0.51% | Reduce -28.3% | 3,823 | $1.7M |
| Vertex Planning Partners, LLC | 0.35% | Reduce -5.5% | 3,808 | $1.7M |
| Deutsche Bank AG | 0.00% | Add +26.6% | 3,797 | $1.7M |
| Buck Wealth Strategies, LLC | 0.25% | Add +58.2% | 3,785 | $1.7M |
| Camarda Financial Advisors, LLC | 0.65% | Add +44.1% | 3,777 | $1.7M |
| Harbor Group, Inc. | 0.29% | Add +10.9% | 3,763 | $1.6M |
| LaFleur & Godfrey LLC | 0.21% | No change | 3,760 | $1.6M |
| SigFig Wealth Management, LLC | 0.05% | Reduce -30.9% | 3,763 | $1.6M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -6.3% | 3,743 | $1.6M |
| Horizon Investments, LLC | 0.03% | Reduce -79.0% | 3,710 | $1.6M |
| Lloyd Advisory Services, LLC. | 0.78% | New | 3,691 | $1.6M |
| Twin Lakes Capital Management, LLC | 0.98% | No change | 3,683 | $1.6M |
| Freestone Capital Holdings, LLC | 0.05% | Add +0.0% | 3,659 | $1.6M |
| Lantz Financial LLC | 0.40% | Reduce -6.6% | 3,655 | $1.6M |
| Mogy Joel R Investment Counsel Inc. | 0.09% | No change | 3,650 | $1.6M |
| Advocate Group LLC | 0.29% | No change | 3,649 | $1.6M |
| Easterly Investment Partners LLC | 0.11% | No change | 3,633 | $1.6M |
| Camelot Portfolios, LLC | 0.95% | Reduce -10.2% | 3,628 | $1.6M |
| Spectrum Asset Management, Inc. (NB/CA) | 0.69% | Reduce -41.3% | 3,602 | $1.6M |
| KilterHowling LLC | 0.94% | No change | 3,602 | $1.6M |
| Holos Integrated Wealth LLC | 0.95% | Reduce -7.4% | 3,433 | $1.6M |
| Sage Financial Management Group, Inc. | 0.55% | Add +48.5% | 3,595 | $1.6M |
| Aua Capital Management, LLC | 0.94% | No change | 3,593 | $1.6M |
| Hilltop National Bank | 0.41% | — | 3,592 | $1.6M |
| Lifeworks Advisors, LLC | 0.23% | Reduce -2.6% | 3,583 | $1.6M |
| Westmount Partners, LLC | 0.43% | Add +0.1% | 3,581 | $1.6M |
| Strait & Sound Wealth Management LLC | 0.67% | Reduce -13.9% | 3,577 | $1.6M |
| International Assets Investment Management, LLC | 0.13% | Add +8.3% | 3,571 | $1.6M |
| Atlantic Edge Private Wealth Management, LLC | 0.43% | Add +1471.4% | 3,567 | $1.6M |
| Jaffetilchin Investment Partners, LLC | 0.10% | Reduce -3.0% | 3,566 | $1.6M |
| Occidental Asset Management, LLC | 0.22% | Reduce -33.9% | 3,556 | $1.6M |
| River Wealth Advisors LLC | 0.19% | Add +77.1% | 3,555 | $1.6M |
| Grange Capital, LLC | 1.62% | Reduce -5.8% | 3,543 | $1.6M |
| Curtis Advisory Group, LLC | 0.39% | Add +12.7% | 3,536 | $1.6M |
| Intrua Financial, LLC | 0.22% | Add +1.8% | 3,535 | $1.5M |
| Meritage Portfolio Management | 0.10% | Reduce -0.1% | 3,528 | $1.5M |
| Graney & King, LLC | 1.03% | Add +11.5% | 3,492 | $1.5M |
| Athena Investment Management | 0.86% | Add +18.1% | 3,491 | $1.5M |
| McAlister, Sweet & Associates, Inc. | 1.36% | Reduce -85.8% | 3,485 | $1.5M |
| Cherry Tree Wealth Management, LLC | 0.35% | Reduce -2.2% | 3,483 | $1.5M |
| William Mack & Associates, Inc. | 0.97% | Add +21.4% | 3,478 | $1.5M |
| Jackson, Grant Investment Advisers, Inc. | 0.56% | Add +25.2% | 3,477 | $1.5M |
| Simplicity Wealth,LLC | 0.06% | Reduce -43.2% | 3,474 | $1.5M |
| Cedar Mountain Advisors, LLC | 0.32% | Reduce -2.0% | 3,473 | $1.5M |
| Mayflower Financial Advisors, LLC | 0.21% | Add +2.7% | 3,467 | $1.5M |
| Burney Co./ | 0.05% | Reduce -15.6% | 3,453 | $1.5M |
| Dana Investment Advisors, Inc. | 0.05% | Add +4.5% | 3,450 | $1.5M |
| SteelPeak Wealth, LLC | 0.06% | Reduce -31.9% | 3,446 | $1.5M |
| Operose Advisors LLC | 0.42% | Add +7.9% | 3,429 | $1.5M |
| New England Private Wealth Advisors LLC | 0.22% | Add +0.1% | 3,293 | $1.5M |
| Baring Financial LLC | 1.12% | Reduce -2.1% | 3,413 | $1.5M |
| Northwest Bancshares, Inc. | 0.26% | Reduce -2.3% | 3,413 | $1.5M |
| Arlington Capital Management, Inc. | 1.30% | New | 3,407 | $1.5M |
| 360 Financial, Inc. | 0.47% | Reduce -3.8% | 3,401 | $1.5M |
| Chapin Davis, Inc. | 0.41% | Add +0.0% | 3,395 | $1.5M |
| Bank of New Hampshire | 0.37% | No change | 3,393 | $1.5M |
| Jackson Wealth Management, LLC | 0.16% | Reduce -82.1% | 3,390 | $1.5M |
| First National Bank Sioux Falls | 0.55% | No change | 3,388 | $1.5M |
| Lincoln Capital LLC | 0.29% | Add +0.4% | 3,387 | $1.5M |
| Shelton Capital Management | 0.03% | Add +53.8% | 3,383 | $1.5M |
| WESPAC Advisors, LLC | 1.04% | Reduce -4.3% | 3,379 | $1.5M |
| Financial Advocates Investment Management | 0.12% | Reduce -53.8% | 3,360 | $1.5M |
| Eldridge Investment Advisors, Inc. | 0.31% | Reduce -1.8% | 3,354 | $1.5M |
| Madden Advisory Services, Inc. | 0.62% | Add +0.9% | 3,342 | $1.5M |
| Cosner Financial Group, LLC | 0.81% | Reduce -0.6% | 3,334 | $1.5M |
| Boston Trust Walden Corp | 0.01% | No change | 3,334 | $1.5M |
| Verus Capital Partners, LLC | 0.13% | Add +0.7% | 3,328 | $1.5M |
| Tounjian Advisory Partners, LLC | 0.28% | No change | 3,928 | $1.5M |
| LRI Investments, LLC | 0.12% | No change | 3,319 | $1.5M |
| Noesis Capital Mangement Corp. | 0.25% | Reduce -1.8% | 3,308 | $1.5M |
| Alpha Cubed Investments, LLC | 0.06% | Reduce -2.2% | 3,306 | $1.4M |
| Canandaigua National Bank & Trust Co. | 0.13% | Reduce -1.8% | 3,302 | $1.4M |
| Modern Wealth Management, LLC | 0.04% | Add +21.8% | 3,300 | $1.4M |
| Creekmur Asset Management LLC | 0.26% | Add +0.5% | 3,299 | $1.4M |
| Confluence Wealth Services, Inc. | 0.08% | Add +1.4% | 3,290 | $1.4M |
| Breakwater Investment Management | 0.56% | No change | 3,284 | $1.4M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -4.8% | 3,262 | $1.4M |
| Whipplewood Advisors, LLC | 0.79% | Reduce -48.4% | 3,261 | $1.4M |
| Summit Wealth & Retirement Planning, Inc. | 0.38% | Reduce -14.0% | 3,233 | $1.4M |
| Faithward Advisors, LLC | 0.22% | Add +13.5% | 3,217 | $1.4M |
| Klingman & Associates, LLC | 0.08% | Add +20.7% | 3,204 | $1.4M |
| Linscomb Wealth, Inc. | 0.06% | Add +21.4% | 3,189 | $1.4M |
| Clark Capital Management Group, Inc. | 0.01% | Reduce -23.9% | 3,187 | $1.4M |
| Independence Bank of Kentucky | 0.20% | Add +1.0% | 3,166 | $1.4M |
| Goodwin Investment Advisory | 1.59% | Add +46.0% | 3,150 | $1.4M |
| Journey Advisory Group, LLC | 0.11% | Reduce -4.5% | 3,149 | $1.4M |
| Nautilus Advisors LLC | 1.01% | Reduce -0.8% | 3,140 | $1.4M |
| Matrix Asset Advisors Inc. | 0.14% | Add +2.0% | 3,131 | $1.4M |
| Del-Sette Capital Management, LLC | 0.95% | Reduce -30.6% | 3,124 | $1.4M |
| Jeppson Wealth Management, LLC | 0.47% | No change | 3,112 | $1.4M |
| Quadrant Capital Group LLC | 0.05% | Reduce -5.0% | 3,094 | $1.4M |
| Patriot Investment Management Group, Inc. | 0.09% | No change | 3,086 | $1.4M |
| Fielder Capital Group LLC | 0.36% | No change | 3,067 | $1.3M |
| CVA Family Office, LLC | 0.19% | No change | 3,067 | $1.3M |
| Catalyst Financial Partners LLC | 0.15% | New | 3,062 | $1.3M |
| Jennison Associates LLC | 0.00% | Reduce -57.8% | 3,060 | $1.3M |
| Diversify Wealth Management, LLC | 0.08% | Add +0.1% | 2,896 | $1.3M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.11% | Add +17.7% | 3,056 | $1.3M |
| Cohen Investment Advisors LLC | 0.70% | Add +2.6% | 3,046 | $1.3M |
| Three Magnolias Financial Advisors, LLC | 0.93% | Reduce -5.0% | 3,045 | $1.3M |
| Bridgewealth Advisory Group, LLC | 0.34% | Add +55.4% | 3,031 | $1.3M |
| Rockbridge Investment Management, LCC | 0.14% | Reduce -13.9% | 3,023 | $1.3M |
| G&S Capital LLC | 0.52% | Reduce -4.3% | 3,013 | $1.3M |
| Sandy Cove Advisors, LLC | 0.48% | Add +7.2% | 3,011 | $1.3M |
| Mb, Levis & Associates, LLC | 0.58% | No change | 3,009 | $1.3M |
| Oxford Financial Group, LTD. LLC | 0.08% | Add +0.5% | 3,008 | $1.3M |
| Tme Financial, Inc. | 1.06% | Add +3.6% | 3,002 | $1.3M |
| Nordwand Advisors, LLC | 0.21% | New | 3,000 | $1.3M |
| Delta Capital Management LLC | 0.74% | No change | 3,000 | $1.3M |
| Providence Capital Advisors, LLC | 0.24% | Reduce -26.5% | 2,995 | $1.3M |
| Bull Oak Capital, LLC | 0.60% | No change | 2,981 | $1.3M |
| Headinvest, LLC | 0.28% | Add +1.9% | 2,978 | $1.3M |
| Fiduciary Financial Group, LLC | 0.24% | No change | 2,998 | $1.3M |
| Capital Group Private Client Services, Inc. | 0.01% | Add +9.5% | 2,965 | $1.3M |
| Ruggaard & Associates LLC | 0.52% | Reduce -17.4% | 2,962 | $1.3M |
| Hoxton Planning & Management, LLC | 0.45% | Reduce -3.0% | 2,952 | $1.3M |
| Shepherd Financial Partners LLC | 0.14% | No change | 2,937 | $1.3M |
| Passive Capital Management, LLC. | 0.40% | No change | 2,965 | $1.3M |
| Michels Family Financial, LLC | 1.09% | No change | 2,925 | $1.3M |
| Kitching Partners, LLC | 1.30% | Reduce -3.7% | 2,917 | $1.3M |
| Golden State Wealth Management, LLC | 0.16% | Reduce -1.7% | 2,916 | $1.3M |
| Hurley Capital, LLC | 0.89% | Add +17.2% | 2,906 | $1.3M |
| LPWM LLC | 0.37% | Add +4.2% | 2,880 | $1.3M |
| Seneschal Advisors, LLC | 0.99% | Reduce -0.0% | 2,854 | $1.3M |
| Farmers Trust Co. | 0.23% | Reduce -1.3% | 2,847 | $1.2M |
| Encompass Wealth Advisors, LLC | 0.46% | Reduce -0.1% | 2,838 | $1.2M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 2,829 | $1.2M |
| HBW Advisory Services LLC | 0.15% | Add +0.8% | 2,825 | $1.2M |
| Ibex Wealth Advisors | 0.13% | Reduce -51.8% | 2,824 | $1.2M |
| Annex Advisory Services, LLC | 0.03% | Reduce -36.0% | 2,822 | $1.2M |
| Avantax Planning Partners, Inc. | 0.04% | Add +4.5% | 2,817 | $1.2M |
| Aprio Wealth Management, LLC | 0.14% | No change | 2,816 | $1.2M |
| 180 Wealth Advisors, LLC | 0.17% | Add +14.8% | 2,804 | $1.2M |
| Sound Income Strategies, LLC | 0.07% | Reduce -5.5% | 2,798 | $1.2M |
| Haverford Trust Co | 0.01% | Add +5.0% | 2,795 | $1.2M |
| Sonora Investment Management Group, LLC | 0.09% | Reduce -3.2% | 2,792 | $1.2M |
| Convergence Financial, LLC | 0.21% | Add +1.8% | 2,787 | $1.2M |
| American Trust | 0.12% | New | 2,784 | $1.2M |
| Gladwyn Financial Advisors, Inc. | 0.94% | — | 2,783 | $1.2M |
| Caldwell Sutter Capital, Inc. | 0.56% | Reduce -0.3% | 2,782 | $1.2M |
| Cornell Pochily Investment Advisors, Inc. | 0.40% | Reduce -0.9% | 2,780 | $1.2M |
| Fiduciary Trust Co | 0.01% | Add +13.5% | 2,776 | $1.2M |
| Arq Wealth Advisors, LLC | 0.42% | No change | 3,270 | $1.2M |
| Private Advisory Group LLC | 0.11% | Reduce -0.9% | 2,763 | $1.2M |
| HF Advisory Group, LLC | 0.48% | Reduce -3.9% | 2,758 | $1.2M |
| Circle Wealth Management, LLC | 0.03% | No change | 2,758 | $1.2M |
| Marion Wealth Management | 0.30% | Add +1.6% | 2,756 | $1.2M |
| Gateway Wealth Partners, LLC | 0.23% | Add +2.0% | 2,755 | $1.2M |
| Cypress Financial Planning LLC | 0.40% | Reduce -0.1% | 2,751 | $1.2M |
| Element Squared LLC | 0.75% | — | 2,744 | $1.2M |
| Summit Financial Strategies, Inc. | 0.11% | Reduce -14.8% | 2,744 | $1.2M |
| Jacobi Capital Management LLC | 0.08% | Reduce -0.4% | 2,743 | $1.2M |
| Arrow Investment Advisors, LLC | 1.16% | Reduce -7.9% | 2,740 | $1.2M |
| Libra Wealth LLC | 0.39% | No change | 2,739 | $1.2M |
| Claro Advisors Inc. | 0.20% | Add +0.9% | 2,730 | $1.2M |
| Parr McKnight Wealth Management Group, LLC | 0.16% | Reduce -0.6% | 2,730 | $1.2M |
| Flagship Private Wealth, LLC | 0.51% | No change | 2,715 | $1.2M |
| Stablepoint Partners, LLC | 0.20% | Add +9.1% | 2,708 | $1.2M |
| Valley National Advisers Inc. | 0.19% | Reduce -0.1% | 2,702 | $1.2M |
| Alpha Omega Wealth Management LLC | 0.21% | Reduce -2.4% | 2,696 | $1.2M |
| Waller Financial Planning Group, Inc. | 0.29% | Add +11.3% | 2,692 | $1.2M |
| Viawealth, LLC | 0.70% | Add +1.1% | 2,692 | $1.2M |
| Sentinel Wealth Management, Inc. | 1.11% | — | 2,689 | $1.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -98.7% | 2,692 | $1.2M |
| Endowment Wealth Management, Inc. | 0.61% | Add +6.9% | 2,686 | $1.2M |
| Johnson Financial Group, Inc. | 0.05% | Add +36.5% | 2,683 | $1.2M |
| First Command Advisory Services, Inc. | 0.01% | Reduce -2.8% | 2,659 | $1.2M |
| Fortis Capital Advisors, LLC | 0.21% | Reduce -2.0% | 2,657 | $1.2M |
| Tsfg, LLC | 0.21% | Reduce -12.8% | 2,648 | $1.2M |
| Frank, Rimerman Advisors LLC | 0.08% | No change | 2,643 | $1.2M |
| Hughes Financial Services, LLC | 0.20% | Reduce -1.5% | 2,539 | $1.2M |
| Farmers National Bank | 0.30% | Reduce -0.1% | 2,635 | $1.2M |
| Farmers & Merchants Investments Inc. | 0.03% | No change | 2,631 | $1.2M |
| Pekin Hardy Strauss, Inc. | 0.13% | Add +16.6% | 2,628 | $1.2M |
| Bouchey Financial Group, Ltd. | 0.10% | No change | 2,615 | $1.1M |
| L & S Advisors Inc | 0.13% | Add +30.7% | 2,610 | $1.1M |
| Symmetry Partners, LLC | 0.14% | Reduce -0.9% | 2,609 | $1.1M |
| Innovative Wealth Building LLC | 0.94% | Add +27.7% | 2,592 | $1.1M |
| Patton Albertson Miller Group, LLC | 0.15% | No change | 2,578 | $1.1M |
| Abacus Wealth Partners, LLC | 0.17% | Add +117.3% | 2,575 | $1.1M |
| Norden Group LLC | 0.12% | Reduce -31.1% | 2,573 | $1.1M |
| Zacks Investment Management | 0.01% | Reduce -13.0% | 2,571 | $1.1M |
| Beacon Financial Advisory LLC | 0.29% | Reduce -16.9% | 2,568 | $1.1M |
| Baker Avenue Asset Management, LP | 0.03% | Reduce -1.4% | 2,560 | $1.1M |
| Indiana Trust & Investment Management Co | 0.37% | Add +0.3% | 2,554 | $1.1M |
| CGC Financial Services, LLC | 0.38% | Add +12.9% | 2,540 | $1.1M |
| Florida Financial Advisors, LLC | 0.27% | Add +1.1% | 2,535 | $1.1M |
| Brady Martz Wealth Solutions, LLC | 0.21% | Add +26.4% | 2,532 | $1.1M |
| Sonoma Private Wealth LLC | 1.36% | No change | 2,526 | $1.1M |
| Horan Securities, Inc. | 0.39% | Add +16.7% | 2,519 | $1.1M |
| Brian Low Financial Group, LLC | 1.03% | — | 2,502 | $1.1M |
| Focused Wealth Management, Inc | 0.13% | No change | 2,501 | $1.1M |
| Trust Co. of Vermont | 0.05% | No change | 2,495 | $1.1M |
| Conservest Capital Advisors, Inc. | 0.11% | Reduce -1.7% | 2,491 | $1.1M |
| B.O.S.S. Retirement Advisors, LLC | 0.27% | New | 2,491 | $1.1M |
| Traction Financial Partners, LLC | 0.74% | No change | 2,490 | $1.1M |
| Harbor Asset Planning, Inc. | 1.04% | — | 2,489 | $1.1M |
| My Legacy Advisors, LLC | 0.39% | Reduce -14.1% | 2,462 | $1.1M |
| Waterfront Wealth Inc. | 0.24% | Add +2.9% | 2,482 | $1.1M |
| TCI Wealth Advisors, Inc. | 0.07% | Reduce -1.8% | 2,474 | $1.1M |
| Guardian Wealth Advisors, LLC / NC | 0.08% | Add +0.1% | 2,474 | $1.1M |
| Redwood Financial Network Corp | 0.73% | Reduce -2.0% | 2,461 | $1.1M |
| Prosperity Consulting Group, LLC | 0.08% | Reduce -4.3% | 2,461 | $1.1M |
| Rather & Kittrell, Inc. | 0.21% | Add +0.2% | 2,464 | $1.1M |
| Investmark Advisory Group LLC | 0.50% | Add +2.8% | 2,456 | $1.1M |
| PDS Planning, Inc | 0.08% | No change | 2,444 | $1.1M |
| Foster Group, Inc. | 0.04% | Add +23.0% | 2,439 | $1.1M |
| Capital Investment Counsel, LLC | 0.17% | New | 2,438 | $1.1M |
| Compass Planning Associates Inc | 0.98% | No change | 2,436 | $1.1M |
| Interchange Capital Partners, LLC | 0.25% | Reduce -3.2% | 2,435 | $1.1M |
| United Community Bank | 0.36% | Add +11.1% | 2,428 | $1.1M |
| Kirtland Hills Capital Management, LLC | 0.49% | Add +308.1% | 2,424 | $1.1M |
| RKL Wealth Management LLC | 0.09% | Reduce -1.6% | 2,421 | $1.1M |
| Wealth Advisors of Iowa, LLC | 0.40% | No change | 2,419 | $1.1M |
| Juncture Wealth Strategies, LLC | 0.37% | New | 2,407 | $1.1M |
| Alley Investment Management Company, LLC | 0.13% | Add +0.3% | 2,406 | $1.1M |
| Traynor Capital Management, Inc. | 0.07% | Add +26.5% | 2,427 | $1.1M |
| NorthCrest Asset Manangement, LLC | 0.03% | Reduce -14.7% | 2,380 | $1.1M |
| Collective Family Office LLC | 0.27% | Reduce -6.8% | 2,388 | $1.0M |
| Evolution Wealth Advisors, LLC | 0.15% | Add +0.3% | 2,386 | $1.0M |
| Winslow Capital Management, LLC | 0.00% | Reduce -22.2% | 2,386 | $1.0M |
| Tanglewood Legacy Advisors, LLC | 0.43% | Reduce -2.1% | 2,380 | $1.0M |
| Newman Dignan & Sheerar, Inc. | 0.24% | Reduce -40.2% | 2,366 | $1.0M |
| Seaview Investment Managers LLC | 0.22% | Add +127.2% | 2,363 | $1.0M |
| GWN Securities Inc. | 0.19% | Reduce -44.1% | 2,348 | $1.0M |
| Mainstay Capital Management LLC | 0.05% | Add +100.0% | 2,352 | $1.0M |
| Whitaker-Myers Wealth Managers, LTD. | 0.26% | Reduce -37.9% | 2,349 | $1.0M |
| Everstar Asset Management, LLC | 0.63% | Reduce -0.4% | 2,344 | $1.0M |
| IFG Advisors, LLC | 0.17% | Add +13.9% | 2,344 | $1.0M |
| Aviso Wealth Management | 0.48% | Reduce -7.8% | 2,342 | $1.0M |
| Strategic Financial Services, Inc. | 0.06% | Reduce -7.3% | 2,334 | $1.0M |
| Obermeyer Wealth Partners | 0.05% | Add +66.1% | 2,334 | $1.0M |
| Cypress Point Wealth Management, LLC | 0.25% | No change | 2,333 | $1.0M |
| Holderness Investments Co. | 0.22% | Add +9.8% | 2,330 | $1.0M |
| Orgel Wealth Management, LLC | 0.02% | Add +7.8% | 2,322 | $1.0M |
| Brown Miller Wealth Management, LLC | 0.32% | No change | 2,319 | $1.0M |
| Northstar Advisory Group, LLC | 0.50% | Add +0.1% | 2,318 | $1.0M |
| Badgley Phelps Wealth Managers, LLC | 0.02% | Add +0.3% | 2,310 | $1.0M |
| Renaissance Technologies | 0.00% | Reduce -84.7% | 2,300 | $1.0M |
| FRG Family Wealth Advisors LLC | 0.18% | No change | 2,298 | $1.0M |
| RiverFront Investment Group, LLC | 0.02% | Add +22.2% | 2,298 | $1.0M |
| Mascagni Wealth Management, Inc. | 0.86% | Reduce -5.0% | 2,296 | $1.0M |
| Chemistry Wealth Management LLC | 0.22% | Add +29.1% | 2,294 | $1.0M |
| Wealth Dimensions Group, Ltd. | 0.22% | Add +6.5% | 2,289 | $1.0M |
| Carret Asset Management, LLC | 0.11% | Add +0.0% | 2,285 | $1.0M |
| Sollinda Capital Management LLC | 0.26% | New | 2,280 | $1000K |
| WNY Asset Management, LLC | 0.11% | Add +21.0% | 2,278 | $999K |
| Wealth Architects, LLC | 0.10% | Reduce -29.8% | 2,278 | $999K |
| Tocqueville Asset Management L.P. | 0.02% | No change | 2,274 | $997K |
| DMKC Advisory Services, LLC | 0.52% | New | 2,219 | $994K |
| Horizon Investment Services, LLC | 0.44% | Reduce -3.5% | 2,267 | $994K |
| X-Square Capital, LLC | 0.36% | Add +3.7% | 2,262 | $992K |
| Strategic Wealth Partners, Ltd. | 0.08% | — | 2,257 | $989K |
| Intellectus Partners, LLC | 0.21% | No change | 2,245 | $985K |
| Charis Legacy Partners, LLC | 1.62% | Add +1.8% | 2,247 | $985K |
| Wrapmanager Inc. | 0.24% | Reduce -16.2% | 2,246 | $985K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.03% | No change | 2,246 | $985K |
| Black Swift Group, LLC | 0.20% | Reduce -1.2% | 2,244 | $984K |
| Canal Capital Management, LLC | 0.15% | Add +4.7% | 2,236 | $980K |
| Alaska Wealth Advisors, LLC | 0.14% | Reduce -0.6% | 2,231 | $978K |
| Money Concepts Capital Corp. | 0.07% | Reduce -9.0% | 2,225 | $975K |
| Roundview Capital LLC | 0.07% | Reduce -2.6% | 2,225 | $975K |
| HUB Investment Partners, LLC | 0.03% | Reduce -18.8% | 2,219 | $973K |
| Myecfo, LLC | 0.48% | Reduce -0.2% | 2,218 | $972K |
| SVB Wealth LLC | 0.05% | New | 2,216 | $971K |
| Allen Capital Group, LLC | 0.10% | Add +44.0% | 2,212 | $970K |
| Triad Wealth Partners, LLC | 0.20% | Add +124.0% | 2,211 | $969K |
| Wealthquest Corp | 0.08% | Reduce -22.9% | 2,196 | $963K |
| Harmony Asset Management LLC | 0.36% | Add +1.1% | 2,195 | $962K |
| Towercrest Capital Management | 0.17% | No change | 2,191 | $961K |
| First Bancorp, Inc | 0.55% | Add +12.4% | 2,190 | $960K |
| Talisman Wealth Advisors LLC | 0.87% | No change | 2,183 | $957K |
| Strive Asset Management, LLC | 0.58% | No change | 2,180 | $956K |
| Hilltop Wealth Advisors, LLC | 0.54% | Reduce -1.1% | 2,176 | $954K |
| Raleigh Capital Management Inc. | 0.40% | Reduce -3.3% | 2,169 | $951K |
| AAF Wealth Management, LLC | 0.43% | Add +0.2% | 2,164 | $949K |
| Williams Jones Wealth Management, LLC. | 0.01% | Add +18.8% | 2,151 | $943K |
| Fingerlakes Wealth Management, Inc. | 0.70% | No change | 2,147 | $941K |
| Evolution Wealth Management Inc. | 1.16% | — | 2,141 | $939K |
| McLean Asset Management Corp | 0.25% | No change | 2,146 | $938K |
| Crescent Grove Advisors, LLC | 0.09% | Reduce -7.9% | 2,130 | $935K |
| Aufman Associates Inc | 0.58% | Reduce -1.2% | 2,130 | $934K |
| Accredited Investor Services, LLC | 0.70% | Add +33.7% | 2,111 | $925K |
| Proffitt & Goodson Inc. | 0.14% | No change | 2,108 | $924K |
| DiNuzzo Private Wealth, Inc. | 0.11% | No change | 2,102 | $922K |
| Sovran Advisors, LLC | 0.10% | Reduce -9.1% | 2,101 | $921K |
| Shayne & Jacobs, LLC | 0.30% | No change | 2,100 | $921K |
| Wealth Management Partners, LLC | 0.33% | Add +2.4% | 2,096 | $920K |
| Winch Advisory Services, LLC | 0.22% | Add +9.9% | 2,094 | $918K |
| Bogart Wealth, LLC | 0.04% | Reduce -2.3% | 2,084 | $914K |
| Wisconsin Wealth Advisors, LLC | 1.04% | Add +171.8% | 2,063 | $904K |
| Channel Wealth LLC | 0.26% | Reduce -0.2% | 2,058 | $902K |
| TruWealth Advisors, LLC | 0.05% | Add +9.5% | 2,057 | $902K |
| Shared Vision Wealth Group LLC | 0.45% | No change | 1,978 | $901K |
| Archer Investment Corp | 0.21% | Add +3.5% | 2,049 | $898K |
| W Advisors, LLC | 0.51% | Reduce -3.4% | 2,044 | $896K |
| Clarity Financial LLC | 0.10% | No change | 2,041 | $895K |
| Northwest Wealth Management, LLC | 0.16% | Reduce -2.4% | 2,039 | $894K |
| Opulen Financial Group LLC | 0.73% | Add +3.3% | 2,035 | $892K |
| BOS Asset Management, LLC | 0.29% | No change | 2,028 | $889K |
| Windsor Capital Management, LLC | 0.26% | Reduce -1.1% | 2,025 | $888K |
| First National Trust Co | 0.03% | Reduce -3.0% | 2,025 | $888K |
| One Wealth Advisors, LLC | 0.12% | No change | 2,018 | $885K |
| Colonial Trust Co / SC | 0.13% | Add +16.3% | 2,017 | $884K |
| Twin City Private Wealth, LLC | 0.72% | Reduce -7.2% | 2,014 | $884K |
| Meridian Wealth Advisors, LLC | 0.14% | No change | 2,016 | $884K |
| Hemington Wealth Management | 0.13% | No change | 2,014 | $882K |
| LJI Wealth Management, LLC | 0.15% | No change | 2,007 | $880K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 2,006 | $879K |
| Empirical Asset Management, LLC | 0.27% | Reduce -1.0% | 2,003 | $878K |
| Webster Bank, N. A. | 0.09% | Add +70.4% | 1,995 | $875K |
| Willner & Heller, LLC | 0.74% | Reduce -5.8% | 1,993 | $874K |
| Scotia Capital Inc. | 0.00% | Add +4.8% | 1,989 | $872K |
| ZEGA Investments, LLC | 0.22% | Add +0.4% | 1,968 | $863K |
| Apollon Financial, LLC | 0.18% | Reduce -7.8% | 1,961 | $860K |
| Long Island Wealth Management, Inc. | 0.44% | Reduce -3.5% | 1,946 | $853K |
| Arrowroot Family Office, LLC | 0.38% | — | 1,944 | $852K |
| Sepio Capital, LP | 0.06% | Add +10.2% | 1,940 | $851K |
| Pittenger & Anderson Inc. | 0.03% | Add +8.1% | 1,938 | $850K |
| Vision Capital Management, Inc. | 0.11% | Add +8.2% | 1,936 | $849K |
| Argentarii, LLC | 0.39% | Add +4.4% | 1,929 | $846K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.18% | Add +11.6% | 1,924 | $843K |
| Galvin, Gaustad & Stein, LLC | 0.07% | Reduce -6.5% | 1,921 | $842K |
| Foster Victor Wealth Advisors, LLC | 0.06% | Reduce -43.9% | 1,902 | $842K |
| BankPlus Trust Department | 0.25% | No change | 1,912 | $838K |
| Pacific Sun Financial Corp | 0.44% | Reduce -0.9% | 1,911 | $838K |
| Thompson Investment Management, Inc. | 0.12% | No change | 1,907 | $836K |
| Gries Financial LLC | 0.15% | Add +31.4% | 1,906 | $836K |
| Capital Asset Advisory Services LLC | 0.04% | Add +28.5% | 1,915 | $831K |
| Alliance Wealth Management Group | 0.21% | No change | 1,891 | $829K |
| Cornerstone Advisors Asset Management, LLC | 0.16% | Reduce -46.7% | 1,890 | $829K |
| Thompson Davis & Co., Inc. | 0.56% | Add +2.3% | 1,884 | $826K |
| Independent Solutions Wealth Management, LLC | 0.16% | No change | 1,884 | $826K |
| Frontier Asset Management, LLC | 0.22% | Reduce -0.1% | 1,879 | $824K |
| RHS Financial, LLC | 0.47% | Reduce -34.2% | 1,879 | $824K |
| S.A. Mason LLC | 0.40% | No change | 1,879 | $824K |
| Gables Capital Management Inc. | 0.39% | Add +6.8% | 1,872 | $821K |
| Glassman Wealth Services | 0.13% | Reduce -11.8% | 1,871 | $820K |
| Cobblestone Capital Advisors LLC | 0.04% | No change | 1,865 | $818K |
| MKT Advisors LLC | 0.32% | No change | 1,883 | $817K |
| Bay Capital Advisors, LLC | 0.62% | No change | 1,860 | $815K |
| Clarity Wealth Advisors, LLC | 0.20% | Reduce -1.2% | 1,859 | $815K |
| Semus Wealth Partners LLC | 0.53% | Reduce -11.7% | 1,857 | $814K |
| Atlantic Private Wealth, LLC | 0.55% | No change | 1,857 | $814K |
| Voisard Asset Management Group, Inc. | 0.21% | Add +5.9% | 1,843 | $808K |
| Level Wealth Management LLC | 0.47% | No change | 1,839 | $806K |
| Colonial River Investments, LLC | 0.35% | Reduce -10.6% | 1,822 | $806K |
| German American Bancorp, Inc. | 0.08% | No change | 1,838 | $806K |
| Ullmann Wealth Partners Group, LLC | 0.09% | No change | 1,833 | $804K |
| InvesTrust | 0.31% | Reduce -13.0% | 1,825 | $800K |
| Single Point Partners, LLC | 0.17% | Reduce -3.1% | 1,822 | $800K |
| New Perspectives, Inc | 0.39% | No change | 1,819 | $797K |
| Montis Financial, LLC | 0.22% | No change | 1,815 | $796K |
| Sequent Planning LLC | 0.25% | Add +70.2% | 1,813 | $795K |
| Herold Advisors, Inc. | 0.17% | Reduce -32.4% | 1,813 | $795K |
| Alteri Wealth LLC | 0.31% | Add +3.7% | 1,807 | $792K |
| Latitude Advisors, LLC | 0.40% | Add +12.0% | 1,805 | $791K |
| Burkett Financial Services, LLC | 0.28% | Reduce -11.4% | 1,804 | $791K |
| AMG National Trust Bank | 0.02% | Reduce -2.4% | 1,800 | $789K |
| Richard W. Paul & Associates, LLC | 0.29% | Reduce -2.5% | 1,800 | $789K |
| Narwhal Capital Management | 0.06% | No change | 1,800 | $789K |
| Pillar Financial Advisors, LLC | 0.54% | No change | 1,798 | $788K |
| Rialto Wealth Management, LLC | 0.22% | Reduce -0.9% | 1,798 | $788K |
| Sterling Financial Planning, Inc. | 0.26% | Reduce -7.0% | 1,793 | $786K |
| Goepper Burkhardt LLC | 0.29% | Reduce -41.5% | 1,789 | $784K |
| Edgestream Partners, L.P. | 0.02% | Reduce -14.0% | 1,787 | $783K |
| King Wealth Management Group | 0.11% | Reduce -9.9% | 1,780 | $780K |
| Amara Financial, Llc. | 0.69% | Reduce -0.6% | 1,779 | $780K |
| First National Advisers, LLC | 0.11% | Add +14.3% | 1,779 | $780K |
| Syverson Strege & Co | 0.18% | Add +0.2% | 1,778 | $780K |
| National Bank of Canada | 0.00% | Reduce -35.6% | 1,779 | $780K |
| Pinney & Scofield, Inc. | 0.53% | Reduce -3.2% | 1,774 | $778K |
| Sierra Ocean, LLC | 0.56% | No change | 1,773 | $777K |
| Bannerman Wealth Management Group, LLC | 0.60% | No change | 1,773 | $777K |
| Boyd Watterson Asset Management LLC | 0.25% | Reduce -15.3% | 1,769 | $776K |
| Buttonwood Financial Advisors Inc. | 0.31% | Reduce -1.6% | 1,764 | $773K |
| Elite Financial, Inc. | 0.38% | Add +748.3% | 1,705 | $773K |
| Armstrong Advisory Group, Inc. | 0.06% | Add +0.6% | 1,761 | $772K |
| Blue Chip Partners, LLC | 0.06% | Add +5.5% | 1,758 | $771K |
| Fiduciary Group, LLC | 0.07% | Reduce -0.2% | 1,754 | $769K |
| YHB Investment Advisors, Inc. | 0.06% | Reduce -2.6% | 1,750 | $767K |
| Financial Perspectives, Inc | 0.23% | Add +74.3% | 1,746 | $765K |
| New Republic Capital, LLC | 0.27% | Add +96.1% | 1,743 | $765K |
| Maltin Wealth Management, Inc. | 0.34% | Reduce -6.7% | 1,738 | $762K |
| Means Investment Co., Inc. | 0.07% | Add +1.1% | 1,729 | $758K |
| Valued Retirements, Inc. | 0.85% | Reduce -6.3% | 1,728 | $757K |
| Valtinson Bruner Financial Planning LLC | 0.24% | Add +1.8% | 1,727 | $757K |
| TRUE Private Wealth Advisors | 0.08% | Reduce -0.1% | 1,723 | $755K |
| Stock Yards Bank & Trust Co. | 0.03% | No change | 1,722 | $755K |
| Prosperity Wealth Management, Inc. | 0.28% | Add +26.2% | 1,715 | $752K |
| Sfmg, LLC | 0.06% | Add +3.6% | 1,713 | $751K |
| 4WEALTH Advisors, Inc. | 0.78% | Add +13.4% | 1,712 | $751K |
| Cooper Financial Group | 0.09% | Reduce -45.3% | 1,712 | $750K |
| Nalls Sherbakoff Group, LLC | 0.55% | No change | 1,710 | $750K |
| Full Sail Capital, LLC | 0.04% | Reduce -24.5% | 1,706 | $748K |
| Petredis Investment Advisors LLC | 0.07% | No change | 1,701 | $746K |
| Seneca Financial Advisors LLC | 0.29% | No change | 1,693 | $742K |
| Shira Ridge Wealth Management | 0.34% | Reduce -0.7% | 1,673 | $733K |
| Denver Wealth Management, Inc. | 0.30% | Add +2.3% | 1,673 | $733K |
| Dynamic Financial Group | 0.71% | Add +9.4% | 1,670 | $732K |
| Clarion Wealth Managment Partners, LLC | 0.80% | — | 1,667 | $731K |
| HFG Wealth Management, LLC | 0.44% | Add +0.6% | 1,964 | $728K |
| Everpar Advisors LLC | 0.33% | Add +32.7% | 1,661 | $728K |
| WPG Advisers, LLC | 0.61% | Add +2.7% | 1,656 | $726K |
| Silverlake Wealth Management LLC | 0.21% | New | 1,655 | $726K |
| Spinnaker Trust | 0.04% | Add +0.8% | 1,652 | $724K |
| 2UniFi Bank | 0.41% | Add +3.5% | 1,651 | $724K |
| AF Advisors, Inc. | 0.25% | No change | 1,635 | $717K |
| Everest Private Wealth | 0.51% | No change | 1,628 | $714K |
| Arlington Financial Advisors, LLC | 0.12% | Reduce -42.8% | 1,626 | $713K |
| Planned Solutions, Inc. | 0.27% | New | 1,625 | $712K |
| BNP Paribas Financial Markets | 0.00% | Reduce -22.0% | 1,615 | $708K |
| Octavia Wealth Advisors, LLC | 0.08% | Add +0.7% | 1,611 | $707K |
| RDA Financial Network | 0.19% | Add +0.8% | 1,613 | $707K |
| Colonial Trust Advisors | 0.06% | Reduce -10.3% | 1,608 | $705K |
| Potomac Fund Management Inc. | 0.04% | Reduce -1.6% | 1,582 | $705K |
| BBR Partners, LLC | 0.04% | No change | 1,606 | $704K |
| Prosperity Financial Group, Inc. | 0.30% | Reduce -10.0% | 1,605 | $704K |
| Firestone Capital Management | 0.17% | No change | 1,600 | $701K |
| Alpine Woods Capital Investors, LLC | 0.17% | No change | 1,600 | $701K |
| Meridian Financial Advisors, LLC | 0.45% | Add +1.2% | 1,599 | $701K |
| Country Trust Bank | 0.02% | Reduce -8.6% | 1,594 | $699K |
| Cannell & Spears LLC | 0.01% | Add +10.5% | 1,591 | $697K |
| Mason Investment Advisory Services, Inc. | 0.04% | Reduce -0.4% | 1,590 | $697K |
| Towneley Capital Management, Inc / DE | 0.16% | Reduce -23.1% | 1,589 | $697K |
| PKS Advisory Services, LLC | 0.17% | Add +8.9% | 1,588 | $696K |
| Beese Fulmer Investment Management, Inc. | 0.05% | Add +15.6% | 1,582 | $693K |
| Sierra Summit Advisors LLC | 0.12% | Reduce -4.0% | 1,580 | $693K |
| CFO4Life Group, LLC | 0.11% | No change | 1,579 | $692K |
| Narus Financial Partners, LLC | 0.22% | Add +40.8% | 1,576 | $691K |
| Keystone Wealth Services, LLC | 0.17% | Add +5.5% | 1,566 | $687K |
| Beacon Wealthcare LLC | 0.26% | No change | 1,565 | $686K |
| Capital Advisors Inc. | 0.01% | Add +0.1% | 1,564 | $686K |
| Milestone Asset Management Group, LLC | 0.51% | Add +23.1% | 1,562 | $685K |
| Chilton Investment Co. Inc. | 0.02% | Reduce -78.6% | 1,561 | $684K |
| Ellsworth Advisors, LLC | 0.17% | No change | 1,553 | $681K |
| MIdWestOne Financial Group, Inc. | 0.09% | No change | 1,552 | $680K |
| WASHINGTON TRUST Co | 0.02% | Add +4.0% | 1,543 | $676K |
| Navalign, LLC | 0.19% | Reduce -12.8% | 1,540 | $675K |
| Legacy Wealth Management, LLC | 0.04% | New | 1,538 | $674K |
| Avestar Capital, LLC | 0.05% | Reduce -14.8% | 1,533 | $673K |
| FLC Capital Advisors | 0.14% | Add +50.4% | 1,534 | $673K |
| Nelson Capital Management, LLC | 0.09% | No change | 1,533 | $672K |
| Team Hewins, LLC | 0.24% | Add +1.2% | 1,525 | $669K |
| Eagle Bay Advisors LLC | 0.55% | Reduce -6.2% | 1,524 | $669K |
| Van Hulzen Asset Management, LLC | 0.06% | No change | 1,524 | $668K |
| Vance Wealth, LLC | 0.22% | Add +5.3% | 1,519 | $666K |
| Summit X, LLC | 0.12% | Add +94.9% | 1,516 | $665K |
| Crewe Advisors LLC | 0.09% | Add +263.2% | 1,511 | $662K |
| First International Bank & Trust | 0.23% | Reduce -21.1% | 1,511 | $662K |
| FAS Wealth Partners, Inc. | 0.05% | No change | 1,503 | $659K |
| Accredited Investors Inc. | 0.04% | Reduce -3.4% | 1,503 | $659K |
| First Business Financial Services, Inc. | 0.06% | No change | 1,502 | $658K |
| Bernardo Wealth Planning LLC | 0.14% | Add +43.8% | 1,498 | $657K |
| Keudell/Morrison Wealth Management | 0.15% | Add +0.3% | 1,498 | $657K |
| Empire Financial Management Company, LLC | 0.19% | Add +10.9% | 1,492 | $654K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -50.3% | 1,492 | $654K |
| Morton Capital Management LLC | 0.12% | Reduce -0.6% | 1,488 | $652K |
| Verity Asset Management, Inc. | 0.31% | Reduce -49.3% | 1,487 | $651K |
| WFA of San Diego, LLC | 0.48% | — | 1,477 | $648K |
| Red Door Wealth Management, LLC | 0.08% | Reduce -0.9% | 1,470 | $644K |
| American Financial & Tax Strategies Inc. | 0.33% | No change | 1,469 | $644K |
| FSA Wealth Management LLC | 0.25% | Reduce -0.5% | 1,468 | $644K |
| Iron Horse Wealth Management, LLC | 0.19% | Add +10.9% | 1,463 | $641K |
| FLP Wealth Management, LLC | 1.80% | Add +71.2% | 1,460 | $640K |
| Rowlandmiller & Partners.adv | 0.13% | No change | 1,459 | $640K |
| Lynx Investment Advisory | 0.42% | Reduce -0.8% | 1,456 | $638K |
| M Wealth Management, LLC | 0.59% | No change | 1,453 | $637K |
| Townsend Asset Management Corp. /NC/ | 0.23% | Reduce -1.4% | 1,448 | $635K |
| RAM Investment Partners, LLC | 0.13% | Reduce -1.4% | 1,445 | $633K |
| Center For Asset Management LLC | 0.39% | Add +15.1% | 1,527 | $632K |
| JFG Wealth Management, LLC | 0.13% | Reduce -0.1% | 1,441 | $632K |
| Curated Wealth Partners LLC | 0.07% | No change | 1,438 | $630K |
| Helium Advisors LLC | 0.40% | No change | 1,433 | $628K |
| McNamara Financial Services, Inc. | 0.12% | Reduce -5.7% | 1,431 | $627K |
| Thomasville National Bank | 0.04% | Reduce -40.9% | 1,428 | $626K |
| MKD Wealth Coaches, LLC | 0.66% | No change | 1,425 | $625K |
| Bey-Douglas LLC | 0.37% | Add +19.6% | 1,425 | $624K |
| Bradley Foster & Sargent Inc. | 0.01% | Add +18.6% | 1,424 | $624K |
| Quartz Partners, LLC | 0.28% | Reduce -8.5% | 1,420 | $623K |
| Boston Family Office LLC | 0.04% | Add +30.8% | 1,414 | $620K |
| Ti-Trust, Inc. | 0.41% | Reduce -6.8% | 1,407 | $617K |
| Viewpoint Capital Management LLC | 0.30% | No change | 1,406 | $616K |
| Financial Futures Ltd Liability Co. | 0.33% | Reduce -0.9% | 1,404 | $615K |
| Wealthstar Advisors, LLC | 0.23% | No change | 1,400 | $614K |
| Pettyjohn, Wood & White, Inc. | 0.11% | No change | 1,400 | $614K |
| Ipsen Advisor Group LLC | 0.47% | No change | 1,395 | $612K |
| jvl associates llc | 0.22% | Add +28.0% | 1,394 | $611K |
| WP Advisors, LLC | 0.17% | No change | 1,393 | $611K |
| Midwest Capital Advisors, LLC | 0.32% | Reduce -6.5% | 1,392 | $610K |
| Foster Dykema Cabot & Partners, LLC | 0.04% | No change | 1,390 | $610K |
| Peoples Financial Services Corp. | 0.30% | No change | 1,391 | $610K |
| Balanced Rock Investment Advisors LLC | 0.48% | Reduce -26.5% | 1,391 | $610K |
| Flagstar Securities, Inc. | 0.17% | Reduce -4.5% | 1,387 | $609K |
| Ballast Advisors LLC | 0.18% | Add +3.7% | 1,380 | $605K |
| Tanager Wealth Management LLP | 0.07% | No change | 1,380 | $605K |
| Baker Tilly Wealth Management, LLC | 0.22% | Reduce -34.5% | 1,378 | $604K |
| Fermata Advisors, LLC | 0.16% | New | 1,377 | $604K |
| JB Capital LLC | 0.03% | Reduce -2.6% | 1,367 | $600K |
| Eastern Bank | 0.01% | Reduce -31.4% | 1,367 | $599K |
| Lee Danner & Bass Inc. | 0.05% | No change | 1,365 | $598K |
| Maseco LLP | 0.02% | — | 1,365 | $598K |
| Benin Management CORP | 0.16% | No change | 1,364 | $598K |
| Kelly Financial Services LLC | 0.18% | Add +0.1% | 1,362 | $597K |
| Berkeley Capital Partners, LLC | 0.15% | Reduce -0.4% | 1,361 | $597K |
| Walker Asset Management, LLC | 0.34% | Add +12.9% | 1,359 | $596K |
| Dover Advisors, LLC | 0.26% | Reduce -1.2% | 1,357 | $595K |
| Capital Advisors Wealth Management, LLC | 0.09% | Reduce -0.4% | 1,354 | $594K |
| Strid Group, LLC | 0.08% | No change | 1,353 | $593K |
| Private Capital Management, LLC | 0.06% | Add +2.1% | 1,352 | $593K |
| Unique Wealth, LLC | 0.10% | Reduce -7.0% | 1,349 | $591K |
| Flower City Capital | 0.35% | Reduce -9.5% | 1,347 | $591K |
| Gradient Investments LLC | 0.01% | Add +43.4% | 1,342 | $588K |
| Cypress Wealth Services, LLC | 0.11% | Add +2.8% | 1,341 | $588K |
| GeoWealth Management, LLC | 0.02% | Reduce -18.5% | 1,340 | $587K |
| Unique Wealth Strategies, LLC | 0.25% | Reduce -31.8% | 1,339 | $587K |
| Allred Capital Management, LLC | 0.22% | Add +4.7% | 1,338 | $586K |
| waypoint wealth counsel | 0.29% | Add +11.6% | 1,337 | $586K |
| Colton Groome Financial Advisors, LLC | 0.20% | Reduce -0.2% | 1,336 | $586K |
| Carnegie Lake Advisors LLC | 0.23% | Add +17.9% | 1,333 | $584K |
| Farrell Financial LLC | 0.39% | Reduce -0.1% | 1,327 | $582K |
| Private Client Services, LLC | 0.23% | Reduce -18.3% | 1,325 | $581K |
| Essex LLC | 0.11% | No change | 1,324 | $581K |
| Appleton Partners Inc. | 0.04% | Reduce -0.8% | 1,324 | $580K |
| North Star Investment Management Corp. | 0.04% | Add +20.2% | 1,323 | $580K |
| Fortis Capital Management LLC | 0.09% | No change | 1,316 | $577K |
| Mosaic Financial Group, LLC | 0.44% | No change | 1,315 | $576K |
| Proactive Wealth Strategies LLC | 0.27% | Add +2.2% | 1,314 | $576K |
| BSW Wealth Partners | 0.08% | Reduce -1.5% | 1,313 | $576K |
| Cladis Investment Advisory, LLC | 0.36% | No change | 1,310 | $574K |
| Brand Asset Management Group, Inc. | 0.21% | Add +61.7% | 1,310 | $574K |
| Ellevest, Inc. | 0.09% | Reduce -85.6% | 1,307 | $573K |
| Fragasso Financial Advisors Inc | 0.04% | Add +18.5% | 1,306 | $573K |
| Financial Security Advisor, Inc. | 0.13% | Add +54.9% | 1,301 | $571K |
| Pointe Capital Management LLC | 0.29% | No change | 1,295 | $568K |
| WealthBridge Capital Management, LLC | 0.14% | Add +10.3% | 1,295 | $568K |
| Cura Wealth Advisors, LLC | 0.26% | Add +2.8% | 1,293 | $567K |
| Genesis Private Wealth, LLC | 0.27% | Add +0.5% | 1,290 | $566K |
| J. W. Coons Advisors, LLC | 0.13% | Reduce -0.4% | 1,289 | $565K |
| Sterling Investment Advisors, Ltd. | 0.12% | Reduce -13.5% | 1,277 | $560K |
| Integrity Financial Corp | 0.29% | Add +199.8% | 1,274 | $559K |
| Cascade Financial Partners, LLC | 0.07% | No change | 1,272 | $557K |
| Pinnacle Family Advisors, LLC | 0.27% | Reduce -0.2% | 1,266 | $555K |
| Redhawk Wealth Advisors, Inc. | 0.07% | Reduce -7.9% | 1,263 | $554K |
| Wealth Group Ltd | 0.14% | Reduce -1.6% | 1,260 | $553K |
| Laffer Tengler Investments, Inc. | 0.12% | Add +87.8% | 1,260 | $552K |
| Integrated Financial Solutions, Inc. | 0.47% | — | 1,255 | $550K |
| Rodgers Brothers Inc. | 0.07% | Add +0.8% | 1,247 | $547K |
| Stockman Wealth Management, Inc. | 0.07% | Reduce -14.6% | 1,244 | $545K |
| Schnieders Capital Management LLC | 0.10% | No change | 1,241 | $544K |
| Mason & Associates Inc | 0.13% | No change | 1,240 | $544K |
| Keystone Financial Group, Inc. | 0.35% | Add +0.1% | 1,210 | $543K |
| Mason & Associates, LLC | 0.14% | No change | 1,232 | $540K |
| Security National Bank of Sioux City Iowa | 0.38% | Reduce -0.4% | 1,228 | $538K |
| Hobbs Group Advisors, LLC | 0.18% | No change | 1,226 | $537K |
| Denver PWM, LLC | 0.17% | New | 1,225 | $537K |
| Financial Gravity Companies, Inc. | 0.11% | — | 1,223 | $536K |
| CHICAGO TRUST Co NA | 0.08% | New | 1,223 | $536K |
| Fairscale Capital, LLC | 0.39% | No change | 1,176 | $535K |
| Welch Group, LLC | 0.02% | Reduce -20.7% | 1,221 | $535K |
| Landmark Wealth Management, Inc. | 0.23% | Reduce -8.7% | 1,218 | $534K |
| Capital Investment Services of America, Inc. | 0.05% | Add +8.6% | 1,218 | $534K |
| Kropog Financial Group, LLC | 0.47% | No change | 1,218 | $534K |
| Arthur M. Cohen & Associates, LLC | 0.09% | No change | 1,218 | $534K |
| Lanark Financial, Inc. | 0.04% | Reduce -38.3% | 1,215 | $532K |
| WealthPlan Investment Management, LLC | 0.04% | Add +11.0% | 1,209 | $530K |
| Coordinated Financial Services, Inc. | 0.37% | — | 1,208 | $529K |
| Summit Global Investments | 0.03% | Reduce -11.3% | 1,204 | $528K |
| DHJJ Financial Advisors, Ltd. | 0.19% | Add +0.6% | 1,204 | $528K |
| DGS Capital Management, LLC | 0.11% | Reduce -4.3% | 1,201 | $527K |
| Salus Financial Advisors, LLC | 0.35% | No change | 1,200 | $526K |
| FWL Investment Management, LLC | 0.16% | No change | 1,200 | $526K |
| Chase Investment Counsel Corp. | 0.17% | No change | 1,200 | $526K |
| Minot DeBlois Advisors LLC | 0.50% | Reduce -3.7% | 1,199 | $526K |
| Wynn Capital, LLC | 0.28% | No change | 1,197 | $525K |
| Motive Wealth Advisors | 0.24% | Add +1.9% | 1,196 | $524K |
| Westfuller Advisors, LLC | 0.30% | No change | 1,193 | $524K |
| Continental Investors Services, Inc. | 0.94% | Reduce -2.0% | 1,193 | $523K |
| Westside Investment Management, Inc. | 0.10% | Add +1.2% | 1,191 | $522K |
| Calamos Wealth Management LLC | 0.02% | Reduce -23.9% | 1,191 | $522K |
| Trexquant Investment LP | 0.01% | Reduce -12.1% | 1,190 | $522K |
| First National Corp. /Ma/ | 0.10% | Reduce -31.3% | 1,187 | $520K |
| Gibbs Wealth Management | 0.10% | New | 1,182 | $518K |
| Valley Forge Investment Consultants Inc. Adv | 0.17% | Reduce -4.9% | 1,180 | $517K |
| Hershey Financial Advisers, LLC | 0.46% | — | 1,179 | $517K |
| Mairs & Power Inc. | 0.01% | Reduce -5.6% | 1,178 | $516K |
| Twele Capital Management, Inc. | 0.10% | Reduce -1.8% | 1,174 | $515K |
| Balboa Wealth Partners | 0.10% | Add +93.2% | 1,169 | $512K |
| HORAN Wealth, LLC | 0.16% | — | 1,169 | $512K |
| Financial Management Network Inc. | 0.09% | No change | 1,157 | $511K |
| Fairview Capital Investment Management, LLC | 0.03% | No change | 1,166 | $511K |
| Legacy Private Trust Co. | 0.03% | No change | 1,165 | $511K |
| Syntegra Private Wealth Group, LLC | 0.05% | No change | 1,164 | $510K |
| StoneCrest Wealth Management, Inc. | 0.24% | Add +14.8% | 1,161 | $509K |
| MBE Wealth Management, LLC | 0.22% | Reduce -1.4% | 1,159 | $508K |
| Trivium Point Advisory, LLC | 0.06% | Reduce -21.0% | 1,157 | $507K |
| AEGON USA Investment Management, LLC | 0.51% | No change | 1,152 | $505K |
| Sharper & Granite LLC | 0.19% | Reduce -42.1% | 1,154 | $505K |
| Boreal Capital Management LLC | 0.48% | — | 1,149 | $504K |
| ARK & TLK Investments, LLC | 0.16% | Reduce -3.6% | 1,140 | $500K |
| First Foundation Advisors | 0.02% | Reduce -32.8% | 1,137 | $498K |
| Portland Financial Advisors Inc | 1.19% | No change | 1,134 | $497K |
| Portside Wealth Group, LLC | 0.07% | Reduce -14.3% | 1,131 | $496K |
| North Forty Two & Co. | 0.53% | No change | 1,128 | $494K |
| L.M. Kohn & Company | 0.13% | Reduce -22.8% | 1,128 | $494K |
| Vantage Point Financial LLC | 0.22% | Add +0.6% | 1,122 | $492K |
| Weatherly Asset Management L. P. | 0.04% | No change | 1,120 | $492K |
| Advanced Asset Management Advisors Inc | 0.13% | Add +0.9% | 1,117 | $490K |
| Amplius Wealth Advisors, LLC | 0.05% | Add +3.5% | 1,117 | $490K |
| TriaGen Wealth Management LLC | 0.15% | No change | 1,116 | $489K |
| GFG Capital, LLC | 0.15% | Reduce -5.2% | 1,114 | $488K |
| Verus Financial Partners, Inc. | 0.05% | Reduce -4.0% | 1,102 | $488K |
| Northwest Capital Management Inc | 0.26% | Reduce -46.7% | 1,108 | $486K |
| Collaborative Wealth Managment Inc. | 0.21% | Add +0.6% | 1,102 | $483K |
| Rainey & Randall Wealth Advisors Inc. | 0.09% | No change | 1,100 | $483K |
| Fidelity D & D Bancorp Inc. | 0.30% | New | 1,101 | $483K |
| Moment Partners, LLC | 0.09% | No change | 1,101 | $483K |
| High Falls Advisors, Inc | 0.11% | No change | 1,098 | $481K |
| Integrated Capital Management, LLC | 0.23% | Reduce -3.4% | 1,070 | $481K |
| Capital Square, LLC | 0.26% | Reduce -11.5% | 1,088 | $481K |
| Fort Point Capital Partners LLC | 0.05% | Add +79.6% | 1,094 | $480K |
| Second Line Capital, LLC | 0.11% | Reduce -0.5% | 1,095 | $480K |
| Opes Wealth Management LLC | 0.09% | Add +26.4% | 1,095 | $480K |
| Johnson Financial Group, LLC | 0.05% | No change | 1,095 | $480K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.08% | Reduce -1.2% | 1,094 | $480K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.17% | Reduce -5.9% | 1,090 | $478K |
| Shoker Investment Counsel, Inc. | 0.15% | No change | 1,086 | $476K |
| FourThought Financial Partners, LLC | 0.05% | Reduce -3.7% | 1,086 | $476K |
| Insight Wealth Strategies, LLC | 0.06% | No change | 1,097 | $476K |
| First Nebraska Trust Co | 0.05% | No change | 1,084 | $475K |
| Bensler, LLC | 0.05% | Add +93.4% | 1,083 | $475K |
| Snider Financial Group | 0.14% | No change | 1,080 | $473K |
| Cape Investment Advisory, Inc. | 0.17% | Reduce -6.9% | 1,078 | $473K |
| AIMZ Investment Advisors, LLC | 0.16% | Reduce -5.7% | 1,076 | $472K |
| Topsail Wealth Management, LLC | 0.09% | Add +104.8% | 1,069 | $469K |
| Pachira Investments Inc. | 0.35% | Reduce -6.5% | 1,069 | $469K |
| Fairfield, Bush & Co. | 0.26% | Add +9.7% | 1,067 | $468K |
| WealthTrust Axiom LLC | 0.14% | Reduce -19.1% | 1,066 | $467K |
| J. Safra Sarasin Holding AG | 0.01% | Add +96.0% | 1,066 | $467K |
| Quad-Cities Investment Group, LLC | 0.21% | No change | 1,065 | $467K |
| Zullo Investment Group, Inc. | 0.19% | Add +0.5% | 1,065 | $467K |
| Community Bank, N.A. | 0.06% | No change | 1,065 | $467K |
| Goldstone Financial Group, LLC | 0.06% | Add +9.9% | 1,055 | $467K |
| Garrett Wealth Advisory Group, LLC | 0.10% | Add +6.3% | 1,063 | $466K |
| TCFG Wealth Management, LLC | 0.21% | No change | 1,063 | $466K |
| Apriem Advisors | 0.05% | Add +7.2% | 1,059 | $464K |
| BancFirst Trust & Investment Management | 0.21% | Reduce -8.6% | 1,059 | $462K |
| Retirement Solution LLC | 0.12% | Add +53.7% | 1,053 | $462K |
| LexAurum Advisors, LLC | 0.07% | Reduce -3.3% | 1,053 | $462K |
| Turtle Creek Wealth Advisors, LLC | 0.05% | New | 1,053 | $462K |
| Spirepoint Private Client, LLC | 0.05% | Add +72.9% | 1,053 | $462K |
| Christensen, King & Associates Investment Services, Inc. | 0.21% | Reduce -14.0% | 1,051 | $461K |
| Oxinas Partners, LLC | 0.24% | Reduce -1.6% | 1,050 | $460K |
| West Oak Capital, LLC | 0.23% | No change | 1,048 | $459K |
| Penobscot Wealth Management | 0.16% | New | 1,047 | $459K |
| Gilbert & Cook, Inc. | 0.06% | Reduce -14.7% | 1,047 | $459K |
| Copia Wealth Management | 0.39% | Add +15.5% | 1,045 | $458K |
| WealthTrak Capital Management LLC | 0.38% | Add +2.5% | 1,045 | $458K |
| Oxbow Advisors, LLC | 0.05% | Add +1.7% | 1,042 | $457K |
| Shepherd Kaplan Krochuk, LLC | 0.40% | No change | 1,042 | $457K |
| DDD Partners, LLC | 0.05% | No change | 1,039 | $456K |
| CLG LLC | 0.14% | Reduce -1.1% | 1,038 | $455K |
| TFG Advisers LLC | 0.16% | Add +0.8% | 1,038 | $455K |
| Liberty Square Wealth Partners LLC | 0.16% | Reduce -5.0% | 1,036 | $454K |
| Verde Capital Management | 0.11% | Add +17.8% | 1,032 | $452K |
| Brass Tax Wealth Management, Inc. | 0.09% | Add +9.6% | 1,030 | $452K |
| First City Capital Management, Inc. | 0.26% | Reduce -9.1% | 1,029 | $451K |
| Granite FO LLC | 0.26% | No change | 1,028 | $451K |
| Widmann Financial Services, Inc. | 0.31% | No change | 1,023 | $448K |
| Signature Resources Capital Management, LLC | 0.27% | Reduce -6.8% | 1,020 | $447K |
| Weitzel Financial Services, Inc. | 0.19% | Reduce -6.2% | 968 | $446K |
| D'Orazio & Associates, Inc. | 0.06% | Reduce -5.1% | 1,011 | $443K |
| Riverbend Wealth Management, LLC | 0.34% | Add +2.1% | 1,010 | $443K |
| Nemes Rush Group LLC | 0.05% | No change | 1,008 | $442K |
| MAS Advisors LLC | 0.72% | Reduce -5.3% | 1,008 | $442K |
| Slagle Financial, LLC | 0.18% | Reduce -21.4% | 1,003 | $440K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -0.6% | 1,000 | $438K |
| Pacific Sage Partners, LLC | 0.09% | No change | 998 | $438K |
| Horizon Financial Services, LLC | 0.23% | No change | 997 | $437K |
| Landaas & Co. /Wi | 0.10% | Reduce -21.5% | 998 | $437K |
| Creekside Partners | 0.21% | Add +11.3% | 993 | $435K |
| GEM Asset Management, LLC | 0.22% | Add +0.2% | 993 | $435K |
| Continuum Wealth Advisors, LLC | 0.21% | Reduce -94.0% | 993 | $435K |
| Trademark Financial Management, LLC | 0.27% | Reduce -24.2% | 992 | $435K |
| EFG Asset Management (Americas) Corp. | 0.08% | Reduce -30.9% | 989 | $434K |
| Capstone Wealth Management Group, LLC | 0.42% | No change | 988 | $433K |
| Beacon Financial Strategies CORP | 0.27% | Reduce -9.4% | 988 | $433K |
| TCV Trust & Wealth Management, Inc. | 0.04% | Add +42.2% | 981 | $430K |
| Sharp Wealth Advisory, LLC | 0.28% | Reduce -11.2% | 980 | $430K |
| National Wealth Management Group, LLC | 0.24% | Reduce -28.3% | 980 | $430K |
| Well Done, LLC | 0.08% | Reduce -39.8% | 980 | $430K |
| TrueWealth Advisors, LLC | 0.13% | Reduce -0.3% | 978 | $429K |
| Bailard, Inc. | 0.01% | No change | 975 | $427K |
| MGB Wealth Management, LLC | 0.14% | Add +24.9% | 974 | $427K |
| Petra Financial Advisors Inc. | 0.27% | Reduce -21.1% | 971 | $426K |
| Braun-Bostich & Associates Inc. | 0.29% | No change | 970 | $425K |
| Theory Financial LLC | 0.16% | No change | 934 | $425K |
| XML Financial, LLC | 0.04% | Reduce -5.1% | 968 | $424K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -3.1% | 968 | $424K |
| Missouri Trust & Investment Co | 0.14% | Add +8.8% | 966 | $423K |
| Schaper Benz & Wise Investment Counsel Inc. | 0.03% | New | 965 | $423K |
| tru Independence LLC | 0.12% | Add +4.3% | 963 | $422K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.15% | Add +1.2% | 955 | $419K |
| Sigma Investment Counselors Inc. | 0.02% | Add +1.9% | 955 | $419K |
| Midland Wealth Advisors, LLC | 0.02% | Add +33.9% | 952 | $417K |
| Financial Life Planners | 0.34% | Reduce -11.1% | 948 | $415K |
| Debussy Capital Management LP | 0.06% | No change | 946 | $415K |
| Flywheel Private Wealth LLC | 0.33% | No change | 942 | $413K |
| Per Stirling Capital Management, LLC. | 0.05% | No change | 939 | $412K |
| Westshore Wealth, LLC | 0.16% | No change | 938 | $411K |
| Define Financial, LLC | 0.27% | No change | 937 | $411K |
| FOCUS Wealth Advisors, LLC | 0.21% | No change | 937 | $411K |
| Corepath Wealth Partners LLC | 0.35% | No change | 928 | $410K |
| HM Payson & Co. | 0.01% | No change | 934 | $409K |
| Austin Private Wealth, LLC | 0.03% | Reduce -13.9% | 931 | $408K |
| Laurel Wealth Planning LLC | 0.23% | Reduce -1.8% | 929 | $407K |
| Inscription Capital, LLC | 0.06% | New | 928 | $407K |
| GEN Financial Management, INC. | 0.33% | Reduce -0.4% | 927 | $406K |
| Hobart Private Capital, LLC | 0.09% | Add +3.6% | 925 | $406K |
| Beacon Investment Advisory Services, Inc. | 0.02% | New | 920 | $403K |
| Elevation Point Wealth Partners, LLC | 0.03% | Add +0.1% | 920 | $403K |
| Client 1ST Advisory Group, LLC | 0.15% | Add +5.0% | 918 | $402K |
| Hazlett, Burt & Watson, Inc. | 0.16% | Add +12.1% | 916 | $402K |
| Abound Wealth Management | 0.11% | Add +25.3% | 916 | $401K |
| Weaver Consulting Group | 0.11% | No change | 914 | $401K |
| PBMares Wealth Management LLC | 0.07% | Reduce -21.2% | 914 | $401K |
| Tarbox Family Office, Inc. | 0.06% | New | 912 | $400K |
| Atlas Wealth LLC | 0.20% | Reduce -20.9% | 918 | $398K |
| Capital Advantage, Inc. | 0.06% | Reduce -43.2% | 905 | $397K |
| Schiavi & Co LLC | 0.13% | No change | 902 | $395K |
| TFR Capital, LLC. | 0.14% | Reduce -0.1% | 901 | $395K |
| Camelot Technology Advisors, Inc. | 0.34% | No change | 900 | $395K |
| Future Fund LLC | 0.18% | New | 900 | $395K |
| McGlone Suttner Wealth Management, Inc. | 0.06% | No change | 897 | $393K |
| Ferguson Shapiro LLC | 0.13% | No change | 895 | $392K |
| Halbert Hargrove Global Advisors, LLC | 0.02% | Reduce -1.2% | 890 | $390K |
| Cheviot Value Management, LLC | 0.04% | Reduce -2.9% | 847 | $389K |
| Significant Wealth Partners LLC | 0.19% | New | 887 | $389K |
| Wells Trecaso Financial Group, LLC | 0.12% | Add +2.7% | 886 | $388K |
| Global Wealth Management, LLC | 0.21% | Reduce -17.8% | 874 | $388K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -4.3% | 882 | $387K |
| Monument Group Wealth Advisors, LLC | 0.24% | Reduce -38.1% | 882 | $387K |
| Smith Thornton Advisors LLC | 0.22% | No change | 881 | $386K |
| Meridian Financial Partners LLC | 0.18% | Add +19.8% | 878 | $385K |
| Dividend Assets Capital, LLC | 0.07% | Add +2.1% | 878 | $385K |
| Forbes Financial Planning, Inc. | 0.26% | Reduce -15.1% | 877 | $384K |
| Fortress Financial Group, LLC | 0.33% | No change | 876 | $384K |
| Cape Cod Five Cents Savings Bank | 0.04% | No change | 1,000 | $384K |
| Carr Financial Group Corp | 0.11% | No change | 873 | $383K |
| Clear Harbor Asset Management, LLC | 0.03% | Reduce -15.1% | 873 | $383K |
| Colony Family Offices, LLC | 0.10% | No change | 871 | $382K |
| Kanawha Capital Management LLC | 0.03% | Reduce -4.5% | 872 | $382K |
| Hantz Financial Services, Inc. | 0.01% | Reduce -3.2% | 871 | $382K |
| Moser Wealth Advisors, LLC | 0.18% | No change | 871 | $382K |
| Beacon Financial Planning, Inc. | 0.21% | No change | 868 | $380K |
| Marks Wealth, LLC | 0.12% | New | 867 | $380K |
| Cascade Investment Group, Inc. | 0.27% | No change | 866 | $380K |
| Perkins Coie Trust Co | 0.06% | Reduce -0.7% | 866 | $380K |
| Truvestments Capital LLC | 0.08% | No change | 862 | $378K |
| MinichMacGregor Wealth Management, LLC | 0.08% | Reduce -5.1% | 856 | $375K |
| Fiduciary Family Office, LLC | 0.12% | No change | 855 | $375K |
| JPL Wealth Management, LLC | 0.10% | Reduce -11.7% | 854 | $374K |
| Divergent Planning, LLC | 0.11% | Add +9.1% | 862 | $374K |
| Coston, McIsaac & Partners | 0.10% | Add +6.9% | 853 | $374K |
| Solstein Capital, LLC | 0.19% | Reduce -71.8% | 849 | $372K |
| Taylor & Morgan Wealth Management, LLC | 0.25% | Reduce -1.5% | 848 | $372K |
| D.B. Root & Company, LLC | 0.11% | No change | 848 | $372K |
| Foundation Wealth Management, LLC\PA | 0.16% | Reduce -1.7% | 845 | $370K |
| Pullen Investment Management, LLC | 0.22% | No change | 842 | $369K |
| Main Street Group, LTD | 0.13% | No change | 842 | $369K |
| St. Clair Advisors, LLC | 0.10% | No change | 841 | $369K |
| Stonekeep Investments, LLC | 0.25% | New | 840 | $368K |
| Ameriflex Group, Inc. | 0.19% | Add +11.9% | 848 | $368K |
| Prairie Sky Financial Group LLC | 0.20% | Add +5.5% | 838 | $367K |
| Phillips Financial Management, LLC | 0.03% | Reduce -34.3% | 838 | $367K |
| Foundation Wealth Management, LLC | 0.25% | No change | 834 | $365K |
| M.E. Allison & Co., Inc. | 0.29% | Reduce -12.0% | 827 | $363K |
| Clare Market Investments LLC | 0.08% | No change | 825 | $362K |
| Financial Freedom, LLC | 0.19% | No change | 824 | $361K |
| Heritage Investment Group, Inc. | 0.06% | No change | 823 | $361K |
| Princeton Capital Management LLC | 0.11% | Add +43.9% | 823 | $361K |
| Huntleigh Advisors, Inc. | 0.07% | No change | 823 | $361K |
| Naviter Wealth, LLC | 0.04% | Reduce -2.6% | 820 | $360K |
| Bank of Stockton | 0.11% | No change | 820 | $359K |
| LVM Capital Management Ltd. | 0.04% | No change | 818 | $359K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -40.7% | 815 | $357K |
| Moss Adams Wealth Advisors LLC | 0.03% | No change | 814 | $357K |
| First Interstate Bank | 0.02% | Add +14.2% | 814 | $357K |
| Welch & Forbes LLC | 0.00% | Reduce -31.4% | 811 | $356K |
| Briaud Financial Planning Inc | 0.14% | No change | 812 | $355K |
| Sulzberger Capital Advisors, Inc. | 0.41% | Reduce -5.4% | 808 | $354K |
| Dynamic Wealth Strategies, LLC | 0.26% | No change | 808 | $354K |
| Eastover Investment Advisors LLC | 0.16% | Reduce -4.6% | 807 | $354K |
| 49 Wealth Management, LLC | 0.04% | Reduce -15.1% | 807 | $354K |
| Innova Wealth Partners | 0.21% | No change | 806 | $353K |
| Cornerstone National Bank & Trust Co | 0.15% | Reduce -19.4% | 806 | $353K |
| Heritage Wealth Advisors | 0.02% | Reduce -31.0% | 805 | $353K |
| Matisse Capital | 0.17% | No change | 804 | $352K |
| FSA Advisors, Inc. | 0.29% | Reduce -55.7% | 803 | $352K |
| Alaethes Wealth, LLC | 0.11% | No change | 802 | $352K |
| Adapt Wealth Advisors, LLC | 0.16% | No change | 801 | $351K |
| Waterloo Capital, L.P. | 0.03% | Reduce -68.7% | 800 | $351K |
| Resolute Wealth Strategies, LLC | 0.19% | No change | 796 | $349K |
| IRON Financial LLC | 0.18% | No change | 796 | $349K |
| Warren Street Wealth Advisors, LLC | 0.12% | Reduce -1.7% | 795 | $349K |
| Sather Financial Group Inc | 0.02% | No change | 792 | $347K |
| JGP Wealth Management, LLC | 0.04% | Add +14.5% | 791 | $347K |
| Saxony Capital Management, LLC | 0.27% | Add +24.8% | 791 | $347K |
| Anson Capital, Inc. | 0.28% | No change | 789 | $346K |
| Enterprise Bank & Trust Co | 0.13% | Reduce -4.8% | 785 | $344K |
| Tucker Asset Management LLC | 0.11% | Add +20.5% | 783 | $343K |
| Pacifica Partners Inc. | 0.14% | Reduce -19.2% | 786 | $343K |
| Wealth Quarterback LLC | 0.16% | No change | 778 | $341K |
| Indie Asset Partners, LLC | 0.62% | New | 777 | $341K |
| Fiduciary Advisors, Inc. | 0.30% | Reduce -2.3% | 775 | $340K |
| Abacus Planning Group, Inc. | 0.05% | Add +2.4% | 774 | $340K |
| CPC Advisors, LLC | 0.04% | No change | 774 | $339K |
| Rockport Wealth LLC | 0.08% | New | 769 | $337K |
| Chesapeake Wealth Management | 0.11% | Reduce -2.0% | 767 | $336K |
| James J. Burns & Company, LLC | 0.05% | Reduce -4.7% | 764 | $335K |
| Cascade Investment Advisors, Inc. | 0.22% | No change | 764 | $335K |
| Howe & Rusling Inc. | 0.02% | Reduce -0.9% | 764 | $335K |
| Verum Partners LLC | 0.08% | Reduce -28.5% | 763 | $335K |
| WealthPLAN Partners, LLC | 0.05% | Reduce -7.0% | 762 | $334K |
| Atticus Wealth Management, LLC | 0.09% | Add +8.4% | 761 | $334K |
| Mystic Asset Management, Inc. | 0.08% | No change | 760 | $333K |
| Safeguard Investment Advisory Group, LLC | 0.08% | Reduce -5.5% | 759 | $333K |
| Essex Bank | 0.08% | No change | 758 | $332K |
| Sentinel Trust Co. Lba | 0.04% | Reduce -1.4% | 758 | $332K |
| Burns J W & Co. Inc. | 0.04% | No change | 756 | $331K |
| Trevian Wealth Management LLC | 0.20% | No change | 754 | $331K |
| LGL Partners, LLC | 0.15% | Add +3.6% | 725 | $331K |
| Lebenthal Global Advisors, LLC | 0.06% | New | 754 | $331K |
| Tempus Wealth Planning, LLC | 0.08% | Reduce -4.4% | 753 | $330K |
| Milestone Asset Management, LLC | 0.07% | Reduce -53.4% | 751 | $329K |
| Investment Partners, LTD. | 0.12% | No change | 751 | $329K |
| McDonald Partners LLC | 0.08% | Add +0.4% | 748 | $328K |
| New Hampshire Trust | 0.07% | No change | 747 | $327K |
| RMG Wealth Management LLC | 0.05% | — | 730 | $327K |
| Nicholson Meyer Capital Management, Inc. | 0.28% | Reduce -2.0% | 746 | $327K |
| McDonough Capital Management, Inc | 0.18% | No change | 745 | $327K |
| Nikulski Financial, Inc. | 0.09% | Reduce -0.1% | 745 | $327K |
| Precedent Wealth Partners, LLC | 0.08% | New | 744 | $326K |
| JDM Financial Group LLC | 0.15% | No change | 744 | $326K |
| Croban | 0.28% | No change | 743 | $326K |
| ARS Wealth Advisors Group, LLC | 0.04% | No change | 740 | $324K |
| Vermillion Wealth Management, Inc. | 0.15% | Add +0.3% | 737 | $323K |
| SilverOak Wealth Management LLC | 0.06% | No change | 737 | $323K |
| Wagner Wealth Management, LLC | 0.07% | New | 736 | $323K |
| Hamilton Wealth, LLC | 0.07% | Reduce -5.0% | 734 | $322K |
| TOWER TRUST & INVESTMENT Co | 0.23% | No change | 734 | $322K |
| LMCG Investments, LLC | 0.02% | Add +2.8% | 733 | $321K |
| Schulz Wealth, LTD. | 0.24% | No change | 732 | $321K |
| Lyell Wealth Management, LP | 0.03% | New | 730 | $320K |
| PTM Wealth Management, LLC | 0.21% | No change | 724 | $320K |
| GAMCO Investors | 0.00% | New | 730 | $320K |
| Chilton Capital Management LLC | 0.01% | Reduce -33.5% | 729 | $320K |
| Silver Oak Wealth Advisors Services, LLC | 0.23% | No change | 726 | $318K |
| Portland Global Advisors LLC | 0.04% | No change | 725 | $318K |
| Melfa Wealth Management, Inc. | 0.20% | Reduce -12.1% | 725 | $318K |
| Cannon Wealth Management Services, LLC | 0.26% | No change | 722 | $316K |
| LBJ Family Wealth Advisors, Ltd. | 0.18% | No change | 720 | $316K |
| Wealthcare Capital Partners, LLC | 0.16% | Reduce -16.4% | 720 | $316K |
| Cathy Pareto & Associates, Inc. | 0.26% | No change | 715 | $314K |
| Foresight Capital Management Advisors, Inc. | 0.18% | No change | 714 | $313K |
| Brown, Lisle/Cummings, Inc. | 0.08% | Add +11.7% | 714 | $313K |
| Heritage Trust Co | 0.04% | No change | 713 | $313K |
| Patten Group, Inc. | 0.07% | No change | 710 | $311K |
| Meridian Wealth Partners, LLC | 0.05% | Reduce -3.0% | 710 | $311K |
| First Commonwealth Financial Corp | 0.07% | Reduce -68.2% | 708 | $310K |
| LVZ, Inc. | 0.04% | Add +31.1% | 708 | $310K |
| Vaughan David Investments LLC | 0.01% | New | 706 | $310K |
| Wealthgarden F.S. LLC | 0.26% | Add +1.6% | 681 | $310K |
| Integrity Investment Advisors, LLC | 0.24% | Reduce -7.2% | 707 | $310K |
| Seek First Inc. | 0.25% | Add +1.4% | 706 | $310K |
| Maple Capital Management, Inc. | 0.02% | New | 706 | $310K |
| Inspire Advisors, LLC | 0.03% | Add +11.6% | 704 | $308K |
| Litman Gregory Wealth Management LLC | 0.02% | Add +1.9% | 700 | $307K |
| Plan A Wealth LLC | 0.17% | Reduce -40.2% | 700 | $307K |
| Texas Capital Bank Wealth Management Services Inc | 0.03% | Add +6.5% | 700 | $307K |
| Jackson Thornton Wealth Management, LLC | 0.04% | Reduce -17.3% | 700 | $307K |
| Ironwood Investment Counsel, LLC | 0.05% | No change | 696 | $305K |
| Defined Financial Planning LLC | 0.27% | Reduce -65.5% | 687 | $305K |
| Eagle Rock Investment Company, LLC | 0.05% | New | 694 | $304K |
| Tyche Wealth Partners LLC | 0.06% | Reduce -37.4% | 694 | $304K |
| Aspiring Ventures, LLC | 0.14% | No change | 693 | $304K |
| Legacy Wealth Asset Management, LLC | 0.08% | Reduce -1.3% | 693 | $304K |
| Select Asset Management & Trust | 0.10% | No change | 690 | $302K |
| Hamilton Point Investment Advisors, LLC | 0.05% | No change | 688 | $302K |
| MPS Loria Financial Planners, LLC | 0.09% | No change | 686 | $301K |
| Phoenix Wealth Advisors | 0.13% | No change | 681 | $299K |
| Alpha Financial Advisors, LLC | 0.12% | New | 680 | $298K |
| Fortress Private Ledger, LLC | 0.14% | Reduce -9.8% | 680 | $298K |
| Seneca House Advisors | 0.13% | No change | 678 | $297K |
| Peregrine Asset Advisers, Inc. | 0.09% | Add +5.6% | 678 | $297K |
| Etesian Wealth Advisors, Inc. | 0.11% | No change | 678 | $297K |
| Intellus Advisors LLC | 0.04% | Reduce -1.8% | 675 | $296K |
| My Personal CFO, LLC | 0.13% | No change | 675 | $296K |
| Veracity Capital LLC | 0.10% | Reduce -1.8% | 675 | $296K |
| Seven Mile Advisory | 0.18% | No change | 673 | $295K |
| Oak Wealth Advisors LLC | 0.19% | Reduce -14.2% | 672 | $295K |
| Evernest Financial Advisors, LLC | 0.10% | No change | 670 | $294K |
| Gilman Hill Asset Management, LLC | 0.05% | No change | 669 | $293K |
| Beaird Harris Wealth Management, LLC | 0.02% | Reduce -8.5% | 666 | $292K |
| Soundwatch Capital LLC | 0.05% | New | 638 | $292K |
| Jamison Private Wealth Management, Inc. | 0.04% | No change | 665 | $292K |
| TFC Financial Management, Inc. | 0.04% | Reduce -13.8% | 664 | $291K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.10% | Reduce -0.6% | 661 | $290K |
| Next Level Wealth Planning, LLC | 0.19% | Reduce -10.8% | 661 | $290K |
| Legacy PCG, LLC | 0.18% | No change | 659 | $289K |
| Secure Asset Management, LLC | 0.05% | New | 657 | $288K |
| SC&H Financial Advisors, Inc. | 0.05% | Add +10.2% | 657 | $288K |
| Integris Wealth Management, LLC | 0.07% | Reduce -33.8% | 655 | $287K |
| Naples Global Advisors, LLC | 0.02% | Reduce -0.8% | 654 | $287K |
| Wealth Advisors Northwest LLC | 0.15% | Add +1.1% | 653 | $286K |
| Columbia Bank | 0.09% | No change | 652 | $286K |
| Maxele Advisors, LLC | 0.25% | No change | 650 | $285K |
| Nilsine Partners, LLC | 0.03% | New | 648 | $284K |
| Cookson Peirce & Co. Inc. | 0.01% | No change | 645 | $283K |
| Gen-Wealth Partners Inc | 0.11% | Add +13.6% | 643 | $282K |
| Sterling Group Wealth Management, LLC | 0.16% | Reduce -17.8% | 643 | $282K |
| Grey Ledge Advisors, LLC | 0.07% | No change | 642 | $281K |
| RFG Holdings, Inc. | 0.08% | Reduce -0.8% | 640 | $281K |
| SMART Wealth LLC | 0.09% | New | 639 | $280K |
| Ridgecrest Wealth Partners, LLC | 0.15% | Add +5.1% | 639 | $280K |
| American Financial Advisors, LLC | 0.04% | Add +0.9% | 637 | $279K |
| Williamson Legacy Group, LLC | 0.24% | Reduce -3.5% | 637 | $279K |
| Physician Wealth Solutions Inc. | 0.13% | No change | 637 | $279K |
| Silver Oak Advisory Group, Inc. | 0.13% | New | 635 | $278K |
| Prevail Innovative Wealth Advisors, LLC | 0.06% | New | 630 | $276K |
| Millstone Evans Group, LLC | 0.19% | Add +2.6% | 629 | $276K |
| DBK Financial Counsel, LLC | 0.25% | No change | 626 | $275K |
| Paragon Advisors, LLC | 0.07% | Add +7.2% | 622 | $273K |
| Fagan Associates, Inc. | 0.04% | No change | 622 | $273K |
| Charles Schwab Trust Co | 0.02% | No change | 621 | $272K |
| Koss-Olinger Consulting, LLC | 0.02% | No change | 620 | $272K |
| Park Capital Management, LLC / WI | 0.25% | No change | 620 | $272K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 620 | $272K |
| Lazari Capital Management, Inc. | 0.10% | Reduce -0.5% | 619 | $272K |
| Brave Asset Management Inc. | 0.07% | No change | 618 | $271K |
| Capital City Trust Co. | 0.07% | Reduce -1.1% | 618 | $271K |
| Andrew Hill Investment Advisors, Inc. | 0.22% | New | 616 | $270K |
| Orleans Capital Management Corp. | 0.14% | Reduce -1.6% | 615 | $270K |
| Cadent Capital Advisors, LLC | 0.09% | No change | 612 | $268K |
| Victrix Investment Advisors | 0.12% | New | 611 | $268K |
| Rockline Wealth Management, LLC | 0.06% | Reduce -6.9% | 611 | $268K |
| Pennsylvania Capital Management Inc. | 0.09% | Add +0.2% | 610 | $267K |
| Power Wealth Management LLC | 0.10% | Reduce -4.8% | 608 | $267K |
| Rossby Financial, LCC | 0.10% | Add +42.5% | 607 | $266K |
| Guidance Point Advisors, LLC | 0.07% | No change | 606 | $266K |
| Pure Portfolios Holdings LLC | 0.09% | Reduce -2.6% | 606 | $266K |
| 1ST Source Bank | 0.01% | Reduce -1.3% | 606 | $266K |
| Essential Planning, LLC. | 0.10% | Add +8.4% | 606 | $266K |
| Stillwater Capital Advisors, LLC | 0.03% | No change | 605 | $265K |
| SMI Advisory Services, LLC | 0.05% | New | 595 | $265K |
| NBT Bank, N.A. | 0.02% | Reduce -7.7% | 603 | $264K |
| Lumbard & Kellner, LLC | 0.11% | Reduce -38.3% | 600 | $263K |
| Meriwether Wealth & Planning, LLC | 0.16% | Add +5.5% | 599 | $263K |
| Columbus Macro, LLC | 0.03% | No change | 598 | $262K |
| Parker Investment Management, LLC | 0.04% | No change | 598 | $262K |
| LongView Asset Management LLC | 0.20% | No change | 596 | $261K |
| Old Port Advisors | 0.07% | Reduce -7.8% | 595 | $261K |
| Yeomans Consulting Group, Inc. | 0.11% | Reduce -98.0% | 601 | $261K |
| Post Resch Tallon Group Inc. | 0.25% | No change | 594 | $260K |
| Home Federal Bank of Tennessee | 0.07% | No change | 594 | $260K |
| East Coast Asset Management, LLC. | 0.09% | No change | 593 | $260K |
| O'ROURKE & COMPANY, Inc | 0.12% | No change | 592 | $260K |
| Encompass More Asset Management | 0.06% | Add +1.2% | 592 | $260K |
| ABLE Financial Group, LLC | 0.06% | Reduce -7.5% | 591 | $259K |
| Harbour Investment Management LLC | 0.11% | Reduce -5.1% | 590 | $259K |
| Round Rock Advisors LLC | 0.04% | Reduce -29.6% | 589 | $258K |
| Activest Wealth Management | 0.06% | Reduce -49.7% | 588 | $258K |
| Stordahl Capital Management, Inc. | 0.06% | Add +4.8% | 587 | $257K |
| Stephenson & Company, Inc. | 0.16% | No change | 585 | $256K |
| QTR Family Wealth, LLC | 0.16% | No change | 584 | $256K |
| Pinnacle Financial Group, LLC / IL | 0.09% | No change | 583 | $255K |
| Yarger Wealth Strategies, LLC | 0.13% | Add +4.7% | 582 | $255K |
| Van Cleef Asset Management,Inc | 0.03% | No change | 582 | $255K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -98.9% | 583 | $254K |
| Arcadia Wealth Management, Inc. | 0.17% | No change | 580 | $254K |
| Gallacher Capital Management LLC | 0.12% | Reduce -41.1% | 579 | $254K |
| Oxler Private Wealth LLC | 0.08% | No change | 577 | $253K |
| Washington Trust Bank | 0.02% | No change | 576 | $253K |
| Clarity Wealth Development LLC | 0.25% | No change | 574 | $252K |
| Massachusetts Financial Services Co. | 0.00% | Reduce -58.1% | 572 | $251K |
| MY Wealth Management Inc. | 0.24% | Reduce -8.1% | 571 | $250K |
| Blackston Financial Advisory Group, LLC | 0.16% | Reduce -1.7% | 571 | $250K |
| Traveka Wealth, LLC | 0.13% | No change | 570 | $250K |
| Douglass Winthrop Advisors, LLC | 0.00% | Add +2.1% | 570 | $250K |
| Rothschild Wealth LLC | 0.06% | No change | 569 | $249K |
| Accelerate Investment Advisors LLC | 0.19% | Reduce -0.7% | 568 | $249K |
| Sonata Capital Group Inc. | 0.10% | Reduce -1.1% | 567 | $249K |
| Janney Capital Management LLC | 0.02% | No change | 569 | $249K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +23.8% | 568 | $249K |
| KFG Wealth Management, LLC | 0.04% | No change | 567 | $249K |
| Joseph P. Lucia & Associates, LLC | 0.10% | No change | 565 | $248K |
| McCarthy & Cox | 0.06% | No change | 562 | $246K |
| Family Capital Management, Inc. | 0.13% | No change | 560 | $246K |
| American Money Management, LLC | 0.04% | Reduce -3.3% | 558 | $245K |
| Alpha Financial Partners LLC | 0.18% | Reduce -38.1% | 555 | $243K |
| Autumn Glory Partners, LLC | 0.11% | New | 553 | $242K |
| Vident Advisory, LLC | 0.00% | No change | 551 | $242K |
| Magnolia Private Wealth, LLC | 0.19% | No change | 551 | $242K |
| Oak Asset Management, LLC | 0.09% | No change | 551 | $242K |
| Morangie Management LLC | 0.21% | No change | 550 | $241K |
| Sensible Money, LLC | 0.09% | No change | 550 | $241K |
| Valley Financial Group, Inc. | 0.15% | Reduce -9.8% | 549 | $241K |
| Fairman Group, LLC | 0.20% | No change | 548 | $240K |
| Stonehearth Capital Management, LLC | 0.10% | Reduce -3.7% | 548 | $240K |
| Frisch Financial Group, Inc. | 0.06% | No change | 548 | $240K |
| Stegner Investment Associates Inc. | 0.15% | Reduce -8.1% | 547 | $240K |
| David J Yvars Group | 0.14% | No change | 547 | $240K |
| Corundum Group, Inc. | 0.11% | No change | 547 | $240K |
| Investment Partners Asset Management, Inc. | 0.17% | No change | 546 | $239K |
| True North Advisors, LLC | 0.05% | No change | 544 | $238K |
| Kesler, Norman & Wride, LLC | 0.04% | New | 542 | $238K |
| LBMC Investment Advisors, LLC | 0.02% | New | 541 | $237K |
| MeadowBrook Investment Advisors LLC | 0.21% | No change | 540 | $237K |
| David Wealth Management LLC | 0.18% | New | 540 | $237K |
| Philip James Wealth Mangement, LLC | 0.03% | New | 539 | $236K |
| Baron Financial Group, LLC | 0.14% | Reduce -7.2% | 539 | $236K |
| Alterna Wealth Management, Inc. | 0.19% | New | 537 | $235K |
| Summit Investment Advisors, Inc. | 0.19% | Add +0.2% | 528 | $235K |
| Rebalance, LLC | 0.02% | New | 536 | $235K |
| Capstone Financial Advisors, Inc. | 0.01% | New | 535 | $235K |
| Cardinal Point Capital Management ULC | 0.02% | New | 535 | $235K |
| MorganRosel Wealth Management, LLC | 0.06% | No change | 535 | $235K |
| Smith Chas P & Associates Pa Cpas | 0.01% | Reduce -3.1% | 534 | $234K |
| DecisionMap Wealth Management, LLC | 0.16% | Reduce -15.8% | 533 | $234K |
| Financial Council, LLC | 0.11% | Reduce -2.9% | 532 | $233K |
| M. Kraus & Co | 0.07% | New | 532 | $233K |
| Tortoise Investment Management, LLC | 0.02% | Reduce -1.3% | 532 | $233K |
| Carson Advisory Inc. | 0.15% | New | 531 | $233K |
| Heritage Wealth Management, Inc. | 0.08% | New | 531 | $233K |
| Arlington Trust Co LLC | 0.05% | Add +37.9% | 528 | $231K |
| Wambolt & Associates, LLC | 0.08% | Reduce -5.8% | 533 | $231K |
| Private Wealth Management Group, LLC | 0.08% | Reduce -17.9% | 524 | $230K |
| Total Clarity Wealth Management, Inc. | 0.07% | Reduce -20.7% | 524 | $230K |
| West Paces Advisors Inc. | 0.05% | Add +3.4% | 523 | $229K |
| Trust Point Inc. | 0.02% | New | 521 | $228K |
| Community Financial Services Group, LLC | 0.05% | New | 519 | $228K |
| Stonebridge Financial Group, LLC | 0.02% | Reduce -0.9% | 519 | $227K |
| Waddell & Associates, LLC | 0.02% | Reduce -15.4% | 518 | $227K |
| Bell Investment Advisors, Inc | 0.04% | Reduce -11.9% | 517 | $227K |
| American State Bank (Iowa) | 0.13% | New | 517 | $227K |
| Aerodigm Wealth, LLC | 0.11% | New | 516 | $226K |
| Twin Peaks Wealth Advisors, LLC | 0.07% | Reduce -14.4% | 486 | $225K |
| Advus Financial Partners, LLC | 0.06% | Reduce -8.1% | 511 | $224K |
| Nottingham Advisors, Inc. | 0.03% | Reduce -9.9% | 510 | $224K |
| Arcus Capital Partners, LLC | 0.10% | New | 510 | $224K |
| Able Wealth Management LLC | 0.11% | New | 509 | $223K |
| Victory Financial Group, LLC | 0.04% | Reduce -46.5% | 503 | $221K |
| Unified Investment Management | 0.23% | New | 500 | $219K |
| Kraft Asset Management, LLC | 0.20% | New | 500 | $219K |
| American National Bank & Trust | 0.02% | Add +30.6% | 500 | $219K |
| Iams Wealth Management, LLC | 0.10% | New | 498 | $219K |
| City National Bank of Florida | 0.16% | Reduce -13.4% | 498 | $218K |
| Advyzon Investment Management, LLC | 0.05% | Reduce -5.7% | 497 | $218K |
| Tribridge Partners Financial LLC | 0.13% | — | 498 | $218K |
| Secured Retirement Advisors, LLC | 0.13% | Reduce -15.6% | 497 | $218K |
| Traphagen Investment Advisors LLC | 0.02% | New | 497 | $218K |
| Axim Planning & Wealth | 0.20% | New | 496 | $217K |
| Worth Asset Management, LLC | 0.11% | Reduce -96.5% | 496 | $217K |
| Highland Capital Management, LLC | 0.01% | Reduce -13.9% | 495 | $217K |
| CV Advisors LLC | 0.07% | New | 494 | $217K |
| Cordgrass Capital Advisors, LLC | 0.06% | Add +199.4% | 494 | $217K |
| Albion Financial Group | 0.01% | No change | 494 | $217K |
| Annandale Capital, LLC | 0.04% | New | 490 | $215K |
| First Bank & Trust | 0.04% | New | 490 | $215K |
| Rathbones Group PLC | 0.00% | New | 490 | $215K |
| Carmel Capital Partners, LLC | 0.08% | New | 489 | $214K |
| Mengis Capital Management, Inc. | 0.05% | New | 487 | $214K |
| SJS Investment Consulting Inc. | 0.03% | Add +4.3% | 487 | $214K |
| Parkside Advisors LLC | 0.05% | New | 486 | $213K |
| Garden State Investment Advisory Services LLC | 0.06% | New | 485 | $213K |
| L.K. Benson & Company, P.C. | 0.13% | Reduce -22.6% | 485 | $213K |
| Whalen Wealth Management Inc. | 0.13% | New | 484 | $212K |
| Wellington Capital Management, Inc. | 0.32% | — | 484 | $212K |
| Astra Wealth Partners LLC | 0.17% | New | 481 | $211K |
| Oak Family Advisors, LLC | 0.08% | New | 480 | $210K |
| Harbour Trust & Investment Management Co | 0.02% | New | 480 | $210K |
| Fullcircle Wealth LLC | 0.08% | New | 462 | $210K |
| Roxbury Financial LLC | 0.20% | Add +11.5% | 476 | $209K |
| EPG Wealth Management LLC | 0.06% | Reduce -0.6% | 476 | $209K |
| RPS Advisory Solutions LLC | 0.11% | New | 475 | $208K |
| Total Investment Management Inc. | 0.03% | New | 474 | $208K |
| Gutierrez Wealth Advisory, LLC | 0.14% | New | 472 | $207K |
| All Terrain Financial Advisors, LLC | 0.07% | New | 471 | $206K |
| Ring Mountain Capital, LLC | 0.13% | New | 460 | $206K |
| EdgeRock Capital LLC | 0.07% | New | 470 | $206K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.01% | Reduce -51.1% | 468 | $205K |
| IMPACTfolio, LLC | 0.10% | New | 464 | $203K |
| Golden Reserve Retirement LLC | 0.07% | New | 463 | $203K |
| Northwest Financial Advisors | 0.28% | New | 462 | $203K |
| Gitterman Wealth Management, LLC | 0.05% | New | 462 | $202K |
| Evergreen Advisors, LLC | 0.05% | New | 461 | $202K |
| Eaton-Cambridge Inc. | 0.08% | New | 461 | $202K |
| Leelyn Smith, LLC | 0.03% | New | 460 | $202K |
| Atwood & Palmer Inc. | 0.01% | No change | 460 | $202K |
| IMS Capital Management | 0.09% | New | 457 | $201K |
| Stone House Investment Management, LLC | 0.04% | Add +347.1% | 456 | $200K |
| Security National Bank | 0.03% | No change | 450 | $197K |
| Lynch Asset Management, Inc. | 0.07% | New | 443 | $194K |
| High Note Wealth, LLC | 0.04% | No change | 439 | $192K |
| Sachetta, LLC | 0.07% | Reduce -11.4% | 429 | $188K |
| Lowe Wealth Advisors, LLC | 0.07% | No change | 429 | $188K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -15.0% | 425 | $186K |
| Brooklyn Investment Group | 0.02% | Add +32.0% | 425 | $186K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 421 | $185K |
| Maryland Capital Advisors Inc. | 0.07% | No change | 421 | $185K |
| Elevate Wealth Advisory, Inc. | 0.13% | Add +55.1% | 408 | $179K |
| PrairieView Partners, LLC | 0.02% | No change | 409 | $179K |
| Richardson Capital Management LLC | 0.09% | Reduce -22.6% | 407 | $178K |
| Transce3nd, LLC | 0.08% | Add +37.6% | 406 | $178K |
| Clean Yield Group | 0.05% | No change | 404 | $177K |
| Trifecta Capital Advisors, LLC | 0.03% | Reduce -13.8% | 395 | $173K |
| Atlas Capital Advisors Inc. | 0.02% | No change | 392 | $172K |
| Tidemark, LLC | 0.05% | Reduce -19.2% | 382 | $168K |
| Paladin Advisory Group, LLC | 0.13% | Add +53.5% | 376 | $165K |
| Proathlete Wealth Management LLC | 0.05% | Add +27.5% | 362 | $159K |
| Bangor Savings Bank | 0.01% | No change | 360 | $158K |
| SYM FINANCIAL Corp | 0.02% | Add +194.2% | 353 | $155K |
| Sound Financial Strategies Group, LLC | 0.13% | Reduce -63.3% | 352 | $154K |
| C M Bidwell & Associates Ltd. | 0.08% | No change | 351 | $154K |
| LGT Financial Advisors LLC | 0.39% | No change | 349 | $153K |
| First Financial Corp. | 0.07% | No change | 348 | $153K |
| Sittner & Nelson, LLC | 0.06% | No change | 331 | $145K |
| Union Savings Bank | 0.07% | No change | 316 | $144K |
| Founders Capital Management | 0.09% | No change | 324 | $142K |
| Strategic Wealth Investment Group, LLC | 0.20% | New | 315 | $138K |
| Citizens National Bank Trust Department | 0.03% | No change | 313 | $137K |
| Comprehensive Financial Planning, Inc. | 0.11% | No change | 312 | $137K |
| Rakuten Securities, Inc. | 0.05% | Reduce -29.4% | 303 | $133K |
| Capital Investment Counsel, Inc | 0.02% | No change | 298 | $131K |
| Godsey & Gibb, Inc. | 0.01% | No change | 295 | $129K |
| Valley Wealth Managers, Inc. | 0.01% | No change | 293 | $128K |
| Cary Street Partners Investment Advisory LLC | 0.06% | Reduce -18.4% | 289 | $127K |
| Wolff Wiese Magana LLC | 0.08% | No change | 285 | $125K |
| Bradley & Co. Private Wealth Management, LLC | 0.08% | No change | 284 | $125K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 276 | $121K |
| ARK Investment Management | 0.00% | Add +6775.0% | 275 | $120K |
| Mark Sheptoff Financial Planning, LLC | 0.06% | No change | 273 | $120K |
| Allianz SE | 0.00% | Add +253.3% | 272 | $119K |
| Grand Wealth Management, LLC | 0.06% | Reduce -16.2% | 269 | $118K |
| Bernard Wealth Management Corp. | 0.05% | No change | 269 | $118K |
| Kimelman & Baird, LLC | 0.01% | No change | 261 | $114K |
| Pin Oak Investment Advisors Inc. | 0.10% | No change | 309 | $114K |
| Physician Wealth Advisors, Inc. | 0.02% | No change | 258 | $113K |
| Opal Wealth Advisors, LLC | 0.03% | Reduce -36.2% | 256 | $112K |
| Running Point Capital Advisors, LLC | 0.03% | No change | 251 | $110K |
| Safe Harbor Fiduciary, LLC | 0.10% | No change | 240 | $105K |
| Clearstead Trust, LLC | 0.02% | Reduce -4.9% | 234 | $103K |
| Hopwood Financial Services, Inc. | 0.08% | Add +3.6% | 231 | $101K |
| Barclays PLC | 0.00% | No change | 227 | $100K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | No change | 226 | $99K |
| Insight Inv LLC | 0.07% | No change | 223 | $98K |
| Painted Porch Advisors LLC | 0.04% | Add +443.9% | 223 | $98K |
| Financial Management Professionals, Inc. | 0.01% | No change | 220 | $97K |
| Delta Asset Management LLC | 0.01% | No change | 220 | $96K |
| Kozak & Associates, Inc. | 0.02% | Add +0.5% | 218 | $96K |
| Luken Investment Analytics, LLC | 0.04% | Add +2.5% | 205 | $90K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Add +2.0% | 205 | $90K |
| GW&K Investment Management, LLC | 0.00% | No change | 200 | $88K |
| Versant Capital Management, Inc | 0.01% | Add +85.0% | 185 | $81K |
| Nvwm, LLC | 0.02% | New | 185 | $81K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -94.0% | 185 | $81K |
| Tradewinds Capital Management, LLC | 0.02% | Add +7.6% | 184 | $81K |
| Cypress Capital Management LLC (WY) | 0.09% | Reduce -37.9% | 180 | $79K |
| Tompkins Financial Corp. | 0.01% | No change | 180 | $79K |
| Hoey Investments, Inc. | 0.01% | No change | 177 | $78K |
| MTM Investment Management, LLC | 0.03% | Add +4.9% | 171 | $75K |
| Red Lighthouse Investment Management, LLC | 0.03% | Reduce -10.5% | 171 | $75K |
| Field & Main Bank | 0.02% | No change | 170 | $75K |
| Bellevue Asset Management, LLC | 0.04% | No change | 165 | $72K |
| City Holding Co. | 0.01% | No change | 165 | $72K |
| CoreFirst Bank & Trust | 0.04% | New | 160 | $70K |
| Retirement Wealth Solutions LLC | 0.05% | No change | 158 | $69K |
| Kessler Investment Group, LLC | 0.03% | No change | 157 | $69K |
| Headlands Technologies LLC | 0.01% | Reduce -90.5% | 157 | $69K |
| Morris Financial Concepts, Inc. | 0.03% | Reduce -3.7% | 156 | $68K |
| Princeton Global Asset Management LLC | 0.01% | No change | 156 | $68K |
| Aventura Private Wealth, LLC | 0.03% | Add +35.4% | 153 | $67K |
| MPWM Advisory Solutions, LLC | 0.04% | Add +57.3% | 151 | $66K |
| Legacy Investment Solutions, LLC | 0.04% | — | 151 | $66K |
| Legacy Wealth Managment, LLC | 0.04% | No change | 151 | $66K |
| Concord Wealth Partners | 0.01% | Add +44.2% | 150 | $66K |
| one8zero8, LLC | 0.02% | Reduce -78.6% | 148 | $65K |
| Morton Brown Family Wealth, LLC | 0.02% | No change | 143 | $63K |
| Global Wealth Strategies & Associates | 0.02% | Reduce -9.5% | 143 | $63K |
| Ascentis Wealth Management, LLC | 0.02% | Reduce -74.3% | 142 | $62K |
| Pension & Wealth Management Advisors, Inc. | 0.02% | Add +10.2% | 140 | $61K |
| Pacific Center for Financial Services | 0.02% | No change | 139 | $61K |
| Avondale Wealth Management | 0.03% | No change | 133 | $58K |
| Darwin Wealth Management, LLC | 0.02% | No change | 132 | $58K |
| Bear Mountain Capital, Inc. | 0.02% | No change | 129 | $58K |
| Old Second National Bank of Aurora | 0.01% | Reduce -21.2% | 130 | $57K |
| Grove Bank & Trust | 0.01% | Reduce -93.4% | 129 | $57K |
| Orion Capital Management LLC | 0.02% | No change | 127 | $56K |
| Investors Research Corp | 0.01% | Reduce -43.4% | 125 | $55K |
| Bulwark Capital Corp | 0.05% | — | 124 | $54K |
| Redwood Park Advisors LLC | 0.04% | No change | 124 | $54K |
| Rosenberg Matthew Hamilton | 0.01% | Add +21.8% | 123 | $54K |
| Alerus Financial NA | 0.00% | New | 123 | $54K |
| Richards, Merrill & Peterson, Inc. | 0.03% | No change | 121 | $53K |
| Joseph Group Capital Management | 0.02% | New | 117 | $51K |
| Stuart Chaussee & Associates, Inc. | 0.01% | No change | 116 | $51K |
| Marshall & Sullivan Inc. | 0.02% | New | 114 | $50K |
| Frazier Financial Advisors, LLC | 0.03% | No change | 112 | $49K |
| Monetary Management Group Inc. | 0.01% | Reduce -4.5% | 105 | $46K |
| TruNorth Capital Management, LLC | 0.01% | No change | 104 | $46K |
| Essential Partners LLC | 0.02% | — | 100 | $44K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.00% | No change | 100 | $44K |
| Barnes Dennig Private Wealth Management LLC | 0.05% | No change | 98 | $43K |
| Arvest Investments, Inc. | 0.01% | No change | 98 | $43K |
| CarsonAllaria Wealth Management, Ltd. | 0.02% | No change | 92 | $40K |
| Ulland Investment Advisors, LLC | 0.03% | No change | 90 | $39K |
| Rice Partnership, LLC | 0.01% | No change | 87 | $38K |
| Toronto Dominion Bank | 0.00% | New | 84 | $37K |
| Costello Asset Management, INC | 0.01% | No change | 82 | $36K |
| Keener Financial Planning LLC | 0.02% | No change | 83 | $36K |
| Cardinal Strategic Wealth Guidance | 0.01% | No change | 80 | $35K |
| Smallwood Wealth Investment Management, LLC | 0.02% | No change | 78 | $34K |
| Anfield Capital Management, LLC | 0.01% | Add +266.7% | 77 | $34K |
| Resources Management Corp. /CT/ | 0.00% | No change | 75 | $33K |
| Kilter Group LLC | 0.02% | New | 75 | $33K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.05% | New | 74 | $32K |
| Biltmore Family Office, LLC | 0.01% | New | 71 | $31K |
| Legend Financial Advisors, Inc. | 0.02% | New | 71 | $31K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Reduce -20.4% | 70 | $31K |
| Prudent Man Investment Management, Inc. | 0.02% | No change | 72 | $30K |
| Riverview Trust Co | 0.04% | No change | 64 | $28K |
| New Millennium Group LLC | 0.02% | Reduce -9.9% | 64 | $28K |
| Accredited Wealth Management, LLC | 0.02% | No change | 63 | $28K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | Add +1.6% | 62 | $27K |
| Family Manage LLC | 0.00% | No change | 60 | $26K |
| MJT & Associates Financial Advisory Group, Inc. | 0.03% | Add +45.0% | 58 | $25K |
| Kentucky Trust Co | 0.01% | Add +24.4% | 56 | $25K |
| AllSquare Wealth Management LLC | 0.01% | No change | 56 | $25K |
| Putney Financial Group LLC | 0.02% | Reduce -38.9% | 55 | $24K |
| HighMark Wealth Management LLC | 0.01% | Reduce -24.2% | 50 | $22K |
| Crowley Wealth Management, Inc. | 0.02% | No change | 50 | $22K |
| Peachtree Investment Partners, LLC | 0.01% | No change | 50 | $22K |
| Curio Wealth, LLC | 0.01% | Add +4600.0% | 47 | $21K |
| Optimum Investment Advisors | 0.01% | No change | 46 | $20K |
| Towne Trust Company, N.A | 0.01% | No change | 46 | $20K |
| North Capital, Inc. | 0.02% | No change | 45 | $20K |
| Y.D. More Investments Ltd | 0.00% | No change | 44 | $19K |
| Centricity Wealth Management, LLC | 0.02% | No change | 43 | $19K |
| Van Den Berg Management I, Inc. | 0.01% | Add +65.4% | 43 | $19K |
| TCTC Holdings, LLC | 0.00% | No change | 42 | $19K |
| Wood Tarver Financial Group, LLC | 0.01% | Add +5.0% | 42 | $18K |
| Sherman Asset Management, Inc. | 0.02% | No change | 41 | $18K |
| ROSS\JOHNSON & Associates LLC | 0.34% | No change | 37 | $16K |
| Clark Wealth Partners | 0.01% | No change | 37 | $16K |
| Pineridge Advisors LLC | 0.01% | Add +44.0% | 36 | $16K |
| Nova Wealth Management, Inc. | 0.01% | No change | 32 | $14K |
| Dogwood Wealth Management LLC | 0.01% | New | 32 | $14K |
| Delos Wealth Advisors, LLC | 0.01% | New | 31 | $14K |
| Evelyn Partners Asset Management Ltd | 0.00% | No change | 27 | $12K |
| DecisionPoint Financial, LLC | 0.00% | Add +17.4% | 27 | $12K |
| Chesapeake Asset Management LLC | 0.01% | No change | 25 | $11K |
| Sterling Capital Management LLC | 0.00% | No change | 25 | $11K |
| Raffa Wealth Management, LLC | 0.00% | No change | 22 | $10K |
| Central Pacific Bank - Trust Division | 0.00% | Reduce -29.0% | 22 | $10K |
| Mechanics Financial Corp | 0.00% | No change | 20 | $9K |
| SIMA Wealth Partners, LLC | 0.01% | No change | 17 | $8K |
| Front Row Advisors LLC | 0.00% | No change | 17 | $7K |
| NWK Group, Inc. | 0.00% | No change | 17 | $7K |
| PFC Capital Group, Inc. | 0.00% | No change | 18 | $7K |
| Team Financial Group, LLC | 0.00% | New | 15 | $7K |
| Roble, Belko & Company, Inc | 0.00% | Add +85.7% | 13 | $6K |
| Wallace Hart LLC | 0.00% | New | 13 | $6K |
| Vision Financial Markets LLC | 0.01% | Add +8.3% | 13 | $5K |
| First Community Trust NA | 0.00% | Reduce -60.0% | 12 | $5K |
| Bfsg, LLC | 0.00% | New | 12 | $5K |
| Pflug Koory, LLC | 0.00% | New | 11 | $5K |
| Fairway Wealth LLC | 0.00% | Reduce -96.9% | 11 | $5K |
| Byrne Asset Management LLC | 0.00% | No change | 10 | $4K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | New | 10 | $4K |
| NewSquare Capital LLC | 0.00% | Reduce -99.3% | 7 | $3K |
| Global Trust Asset Management, LLC | 0.00% | No change | 7 | $3K |
| 1 North Wealth Services LLC | 0.00% | New | 5 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -94.3% | 4 | $2K |
| Spurstone Advisory Services, LLC | 0.03% | No change | 4 | $2K |
| Absher Wealth Management, LLC | 0.00% | New | 3 | $1K |
| Luminist Capital LLC | 0.00% | No change | 3 | $1K |
"% 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.