Vanguard Mrngstar GR ETF-SuiVUGETF
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 2,743 institutions reported holding Vanguard Mrngstar GR ETF-Sui (VUG) in their 13F filings, down 79 from Q4 2025. 98 opened new positions and 155 sold out. The largest holders were Bank of America Corp. ($23.9B), Jones Financial Companies LLLP ($16.6B) and Morgan Stanley ($6.5B). 8 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 Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Vanguard Mrngstar GR ETF-Sui
- CUSIP
- 922908736
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 98 | $100.8M |
| Exits | 155 | $343.1M |
All 13F filers, Q4 2025 → Q1 2026: 27,604,558 shares bought and 10,798,085 shares sold, net +16,806,473 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,743 holders
| Bank of America Corp. | 1.75% | Add +14.1% | 54,648,818 | $23.9B |
| Jones Financial Companies LLLP | 7.96% | Reduce -0.4% | 39,228,809 | $16.6B |
| Morgan Stanley | 0.39% | Add +3.3% | 14,863,770 | $6.5B |
| Envestnet Asset Management Inc. | 1.02% | Add +13.6% | 8,696,213 | $3.8B |
| UBS Group AG | 0.47% | Add +8.1% | 6,068,786 | $2.7B |
| LPL Financial LLC | 0.63% | Reduce -1.7% | 5,395,832 | $2.4B |
| Wells Fargo & Company | 0.39% | Add +2.4% | 4,427,080 | $1.9B |
| Ameriprise Financial Inc. | 0.41% | Add +3.5% | 4,022,942 | $1.8B |
| EP Wealth Advisors, LLC | 7.84% | Add +5.4% | 3,651,263 | $1.6B |
| Raymond James Financial Inc. | 0.48% | Add +7.4% | 3,575,213 | $1.6B |
| Tiaa-Cref Individual & Institutional Services, LLC | 5.78% | — | 3,441,990 | $1.5B |
| FMR LLC | 0.06% | Reduce -0.4% | 2,579,305 | $1.1B |
| Mill Creek Capital Advisors, LLC | 22.41% | Add +0.6% | 2,497,362 | $1.1B |
| Cetera Investment Advisers | 1.07% | Add +8.2% | 2,298,549 | $1.0B |
| PNC Financial Services Group, Inc. | 0.58% | Reduce -0.0% | 2,285,943 | $998.5M |
| Royal Bank of Canada | 0.19% | Add +2.8% | 2,249,069 | $982.4M |
| Rwa Wealth Partners, LLC | 10.51% | Reduce -1.9% | 2,198,247 | $960.2M |
| Mariner, LLC | 0.97% | Add +3.6% | 1,898,195 | $829.1M |
| JPMorgan Chase & Co. | 0.06% | Add +8.6% | 1,947,496 | $818.0M |
| Bank of New York Mellon Corp | 0.15% | Reduce -5.3% | 1,812,196 | $791.5M |
| D.A. Davidson & Co. | 4.80% | Add +2.1% | 1,811,209 | $791.1M |
| Northwestern Mutual Wealth Management Co. | 0.48% | Add +1.4% | 1,775,949 | $775.7M |
| HighTower Advisors, LLC | 0.74% | Add +0.8% | 1,589,188 | $694.3M |
| Commonwealth Equity Services, LLC | 0.97% | Reduce -4.0% | 1,585,271 | $692.4M |
| Sei Investments Co. | 0.59% | Add +1.1% | 1,472,034 | $643.0M |
| Moneta Group Investment Advisors LLC | 4.65% | Add +518.9% | 8,485,080 | $617.7M |
| Corient Private Wealth LP | 0.88% | Reduce -1.6% | 1,417,238 | $617.7M |
| Provida Pension Fund Administrator | 9.91% | Reduce -13.1% | 1,348,578 | $589.0M |
| Captrust Financial Advisors | 1.01% | Add +1.0% | 1,323,256 | $577.9M |
| Performance Wealth Partners, LLC | 16.15% | Reduce -0.4% | 1,274,384 | $556.6M |
| Modera Wealth Management, LLC | 6.50% | Add +3.7% | 1,241,457 | $542.3M |
| Osaic Holdings, Inc. | 0.78% | Add +19.2% | 1,226,004 | $535.8M |
| Goldman Sachs Group Inc. | 0.07% | Add +2.0% | 1,204,403 | $526.1M |
| Vantagepoint Investment Advisers LLC | 4.27% | Add +6.1% | 1,153,860 | $504.0M |
| Financial Engines Advisors L.L.C. | 0.96% | Add +0.1% | 6,503,155 | $473.4M |
| Choreo, LLC | 5.58% | Add +2.4% | 1,040,017 | $454.3M |
| Truist Financial Corp. | 0.61% | Reduce -3.8% | 1,037,216 | $453.0M |
| Signature Estate & Investment Advisors LLC | 8.76% | Reduce -3.5% | 989,422 | $432.2M |
| Mission Wealth Management, LP | 9.02% | Add +0.6% | 986,756 | $431.0M |
| Citigroup Inc. | 0.27% | Add +3.1% | 963,703 | $420.9M |
| CBIZ Investment Advisory Services, LLC | 14.44% | Add +9.2% | 904,105 | $394.9M |
| Two Sigma Investments, LP | 0.33% | Add +7.2% | 875,880 | $382.6M |
| Merit Financial Group, LLC | 2.68% | Add +0.8% | 824,223 | $360.0M |
| Waverly Advisors, LLC | 2.53% | Add +4.9% | 773,094 | $337.7M |
| Stifel Financial Corp. | 0.30% | Reduce -0.4% | 738,592 | $322.6M |
| Lincoln National Corp. | 9.09% | Add +7.9% | 719,053 | $314.1M |
| Focus Partners Wealth | 0.34% | Add +2.6% | 724,683 | $309.2M |
| Waldron Private Wealth LLC | 12.04% | Add +19.5% | 706,880 | $308.8M |
| Cerity Partners LLC | 0.43% | Add +25.2% | 696,274 | $305.4M |
| Sanctuary Advisors, LLC | 1.65% | Add +0.9% | 698,101 | $304.9M |
| Wealthspire Advisors, LLC | 2.32% | Add +12.9% | 677,349 | $295.9M |
| MML Investors Services, LLC | 0.80% | Reduce -14.3% | 663,015 | $289.6M |
| Cullen/Frost Bankers, Inc. | 3.26% | Add +7.5% | 656,256 | $286.6M |
| Cwm, LLC | 0.75% | Add +1.5% | 653,482 | $285.4M |
| Baird Financial Group, Inc. | 0.44% | Add +2.6% | 641,405 | $280.2M |
| Kestra Advisory Services, LLC | 1.05% | Add +10.1% | 632,054 | $276.1M |
| Coldstream Capital Management Inc. | 3.37% | Reduce -0.4% | 622,805 | $272.0M |
| Rockefeller Capital Management L.P. | 0.48% | Add +3.7% | 614,604 | $268.5M |
| Beacon Pointe Advisors, LLC | 1.42% | Add +17.6% | 613,960 | $268.2M |
| Bell Bank | 11.26% | Add +3.0% | 608,080 | $265.6M |
| Assetmark, Inc. | 0.53% | Add +16.4% | 593,629 | $259.3M |
| Retirement Investment Advisors, Inc. | 20.69% | Add +0.0% | 526,893 | $257.0M |
| Charles Schwab Investment Management Inc. | 0.04% | Reduce -0.9% | 583,438 | $254.8M |
| United Capital Financial Advisors, LLC | 1.49% | Add +2.3% | 554,536 | $242.2M |
| Cambridge Investment Research Advisors, Inc. | 0.61% | Add +5.0% | 538,579 | $235.2M |
| Equitable Holdings, Inc. | 1.51% | Reduce -17.6% | 652,398 | $234.2M |
| Mather Group, Llc. | 2.13% | Add +0.3% | 489,387 | $213.8M |
| Private Advisor Group, LLC | 0.97% | Add +1.5% | 471,472 | $205.9M |
| Wealth Enhancement Advisory Services, LLC | 0.45% | Reduce -23.2% | 467,125 | $205.7M |
| Garde Capital, Inc. | 11.55% | Reduce -2.0% | 441,618 | $192.9M |
| Avior Wealth Management, LLC | 5.39% | Reduce -2.6% | 435,418 | $189.9M |
| Brookstone Capital Management | 2.13% | Add +4.3% | 426,934 | $186.5M |
| Invictus Private Wealth, LLC | 11.50% | Add +1.5% | 425,548 | $185.9M |
| Truepoint, Inc. | 4.12% | Add +2.3% | 423,091 | $184.8M |
| Woodmont Investment Counsel LLC | 11.17% | Add +2.2% | 415,008 | $181.3M |
| Stephens Group Asset Management, LLC | 11.40% | Add +28.9% | 409,574 | $178.9M |
| NewEdge Advisors, LLC | 0.64% | Reduce -0.3% | 404,600 | $176.7M |
| EverSource Wealth Advisors, LLC | 4.88% | Add +89.7% | 365,669 | $159.7M |
| Bessemer Group Inc. | 0.25% | Add +11.3% | 364,752 | $159.3M |
| Creative Planning | 0.11% | Reduce -4.8% | 360,936 | $157.7M |
| BOK Financial Private Wealth, Inc. | 9.39% | Reduce -0.9% | 356,081 | $155.5M |
| Japan Science & Technology Agency | 3.19% | No change | 350,953 | $153.3M |
| Bank of Hawaii | 7.92% | Reduce -0.2% | 346,312 | $151.3M |
| Sequoia Financial Advisors, LLC | 0.85% | Add +11.7% | 345,470 | $150.9M |
| Cornerstone Management, Inc. | 23.90% | Add +6.9% | 343,333 | $150.0M |
| Mosaic Family Wealth Partners, LLC | 15.04% | Add +2.0% | 336,299 | $146.9M |
| Everhart Financial Group, Inc. | 12.11% | Add +14.4% | 325,657 | $142.2M |
| Rezny Wealth Management, Inc. | 32.56% | Add +0.9% | 323,977 | $141.5M |
| Betterment LLC | 0.27% | Add +2.2% | 321,772 | $140.5M |
| &partners | 0.69% | Add +6.8% | 321,083 | $140.5M |
| Simon Quick Advisors, LLC | 6.25% | Reduce -2.4% | 312,649 | $136.6M |
| Balentine LLC | 5.49% | Reduce -80.4% | 312,246 | $136.4M |
| Fifth Third Bancorp | 0.25% | Add +68.3% | 309,709 | $135.3M |
| Orion Porfolio Solutions, LLC | 1.14% | Reduce -3.2% | 306,658 | $133.9M |
| Mountain Capital Investment Advisors Inc. | 19.44% | Add +523.2% | 1,569,113 | $131.0M |
| Summit Financial, LLC | 1.58% | Add +16.8% | 284,069 | $124.1M |
| Alliancebernstein L.P. | 0.04% | Reduce -52.6% | 253,945 | $123.9M |
| Strategies Wealth Advisors, LLC | 11.95% | Add +3.9% | 272,288 | $118.9M |
| Mercer Global Advisors Inc. | 0.17% | Reduce -11.6% | 272,219 | $118.1M |
| Becker Capital Management Inc. | 3.44% | Add +4.2% | 267,987 | $117.1M |
| Members Trust Co | 3.86% | Add +30.4% | 265,953 | $116.2M |
| RMR Wealth Builders | 9.11% | Add +11.1% | 264,722 | $115.6M |
| Glenmede Trust Co. NA | 0.56% | Reduce -1.6% | 263,396 | $115.0M |
| Financial Synergies Wealth Advisors, Inc. | 10.81% | Reduce -1.3% | 259,256 | $113.2M |
| Blair William & Co. | 0.31% | Add +0.2% | 250,430 | $109.4M |
| White Lighthouse Investment Management Inc. | 15.03% | Add +3.3% | 248,021 | $108.3M |
| Arax Advisory Partners | 3.05% | Reduce -1.3% | 247,541 | $108.1M |
| Relyea Zuckerberg Hanson LLC | 10.83% | Add +1.3% | 246,527 | $107.7M |
| 71 West Capital Partners | 4.63% | Add +5.5% | 241,167 | $105.3M |
| Brandywine Oak Private Wealth LLC | 8.70% | Add +5.8% | 237,008 | $103.5M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.83% | Add +3.4% | 236,120 | $103.1M |
| Martel Wealth Advisors LLC | 17.49% | Add +2.8% | 235,184 | $102.7M |
| Steward Partners Investment Advisory, LLC | 0.52% | Add +3.1% | 234,307 | $102.3M |
| Bleakley Financial Group, LLC | 1.58% | Add +31.0% | 230,880 | $100.8M |
| CENTRAL TRUST Co | 1.98% | Reduce -4.3% | 229,974 | $100.5M |
| Trust Co of Tennessee | 18.58% | Reduce -3.1% | 228,436 | $99.8M |
| OpenArc Corporate Advisory, LLC | 1.40% | Add +144.9% | 224,007 | $97.8M |
| HCR Wealth Advisors | 10.04% | Add +2.0% | 221,595 | $96.8M |
| Clark Asset Management, LLC | 9.07% | Add +11.3% | 221,095 | $96.6M |
| Pinnacle Financial Partners, Inc. | 0.74% | Add +3.4% | 220,969 | $96.5M |
| Cary Street Partners Financial LLC | 2.38% | Add +4.1% | 240,589 | $95.9M |
| Advisors Capital Management, LLC | 1.13% | Add +16.0% | 219,072 | $95.7M |
| Pathway Financial Advisors LLC | 11.25% | Add +4.9% | 205,794 | $91.0M |
| Crane Advisory, LLC | 13.38% | Add +5.0% | 183,782 | $89.4M |
| One Day In July LLC | 7.13% | Add +7.0% | 203,849 | $89.0M |
| CSM Advisors, LLC | 2.17% | Add +0.3% | 202,179 | $88.3M |
| Parkway Wealth Management Group, LLC | 11.15% | Add +1.8% | 191,754 | $88.1M |
| Allworth Financial LP | 0.35% | Add +1.6% | 199,494 | $87.1M |
| Cresset Asset Management, LLC | 0.37% | Add +4.7% | 197,755 | $86.4M |
| Savant Capital, LLC | 0.42% | Add +121.2% | 197,160 | $86.1M |
| Vista Capital Partners, Inc. | 8.40% | Reduce -1.5% | 191,279 | $83.5M |
| CreativeOne Wealth, LLC | 1.93% | Reduce -0.4% | 190,354 | $83.1M |
| Exchange Traded Concepts, LLC | 0.64% | Add +5.5% | 190,237 | $83.1M |
| Berger Financial Group, Inc | 4.64% | Add +422.5% | 189,350 | $82.7M |
| Atria Investments, Inc | 0.92% | Add +21.5% | 188,629 | $82.4M |
| US Bancorp \de | 0.10% | Reduce -35.8% | 187,820 | $82.0M |
| Pasadena Private Wealth, LLC | 10.95% | Add +0.1% | 179,953 | $78.6M |
| Lido Advisors, LLC | 0.30% | Reduce -4.2% | 174,329 | $76.1M |
| Vanguard Advisers Inc. | 0.30% | — | 173,915 | $76.0M |
| Silvercrest Asset Management Group LLC | 0.55% | Add +0.6% | 173,070 | $75.6M |
| UMB Bank, n.a. | 1.05% | Add +1.9% | 172,205 | $75.2M |
| Chicago Partners Investment Group LLC | 1.68% | Add +508.4% | 904,369 | $75.1M |
| Howard Capital Management, LLC | 1.23% | Reduce -42.1% | 171,638 | $75.0M |
| Kestra Private Wealth Services, LLC | 0.92% | Add +1.9% | 169,980 | $74.2M |
| Northern Trust Corp. | 0.01% | Reduce -4.2% | 169,698 | $74.1M |
| Inspirion Wealth Advisors, LLC | 9.04% | Add +17.2% | 166,095 | $72.5M |
| Cahill Financial Advisors Inc. | 7.85% | Reduce -63.5% | 165,939 | $72.5M |
| AQR Capital Management | 0.03% | Add +21.8% | 164,906 | $72.0M |
| McIlrath & Eck, LLC | 5.39% | Add +1.0% | 163,962 | $71.6M |
| Signaturefd, LLC | 1.09% | Add +5.0% | 163,198 | $71.3M |
| Presilium Private Wealth, LLC | 12.39% | Add +12.2% | 160,851 | $70.3M |
| Florida Trust Wealth Management Co | 1.95% | Add +1.7% | 159,565 | $69.7M |
| Independent Advisor Alliance | 0.74% | Add +2718.6% | 158,434 | $69.2M |
| Venture Visionary Partners LLC | 2.27% | Reduce -3.1% | 155,688 | $68.0M |
| Pathstone Holdings, LLC | 0.27% | Reduce -3.5% | 154,218 | $67.4M |
| Envestnet Portfolio Solutions, Inc. | 0.37% | Reduce -22.3% | 153,900 | $67.2M |
| Stevens Capital Partners | 16.08% | Reduce -8.7% | 153,061 | $66.9M |
| Strategic Investment Advisors / MI | 4.52% | Add +20.3% | 149,896 | $65.5M |
| Vestmark Advisory Solutions, Inc. | 0.72% | Add +1983.4% | 148,047 | $64.7M |
| Blue Edge Capital, LLC | 8.55% | Add +2.5% | 147,345 | $64.4M |
| Quantinno Capital Management LP | 0.11% | Add +32.7% | 146,378 | $63.9M |
| Stephens Inc. | 0.79% | Add +4.1% | 145,267 | $63.5M |
| Hirtle & Co., LLC | 2.47% | Reduce -5.5% | 145,181 | $63.4M |
| Gotham Asset Management | 0.19% | Add +54.0% | 142,386 | $62.2M |
| Bokf, NA | 0.94% | Add +0.8% | 141,282 | $61.7M |
| DAVENPORT & Co LLC | 0.34% | Add +3.6% | 140,862 | $61.5M |
| Strategic Investment Solutions, Inc. | 14.87% | Reduce -0.2% | 140,546 | $61.5M |
| Natixis Advisors, LLC | 0.09% | Add +8.6% | 844,309 | $61.5M |
| Condor Capital Management | 5.10% | Add +0.9% | 139,625 | $61.0M |
| Sage Financial Group Inc. | 3.97% | Reduce -3.2% | 139,571 | $61.0M |
| M&T Bank Corp | 0.20% | Add +23.3% | 139,449 | $60.9M |
| American Trust | 5.36% | Add +27.6% | 138,889 | $60.7M |
| Bank of Montreal | 0.03% | Add +3.1% | 138,062 | $60.3M |
| Brickley Wealth Management | 10.33% | Reduce -2.4% | 137,847 | $60.2M |
| Magnus Financial Group LLC | 4.91% | Reduce -0.6% | 137,402 | $60.0M |
| Janney Montgomery Scott LLC | 0.15% | Reduce -13.0% | 137,288 | $60.0M |
| Destination Wealth Management | 1.55% | Reduce -3.0% | 136,915 | $59.8M |
| Affinity Capital Advisors, LLC | 8.39% | Add +1.3% | 136,910 | $59.8M |
| Partners in Financial Planning | 9.88% | Add +1.7% | 136,346 | $59.6M |
| Trust Co | 5.58% | Add +3.0% | 136,214 | $59.5M |
| Tiaa Trust, National Association | 3.60% | Reduce -96.2% | 135,596 | $59.2M |
| Nadler Financial Group, Inc. | 5.64% | Reduce -6.2% | 133,954 | $58.5M |
| Vise Technologies, Inc. | 1.14% | No change | 119,316 | $58.2M |
| Gleason Group, Inc. | 5.75% | Reduce -1.6% | 133,001 | $58.1M |
| Quantum Financial Planning Services, Inc. | 20.68% | Add +5.1% | 131,790 | $57.6M |
| IFP Advisors, Inc | 1.19% | Add +3.7% | 131,782 | $57.6M |
| Systematic Alpha Investments, LLC | 2.01% | Add +500.0% | 784,030 | $57.1M |
| MAI Capital Management | 0.32% | Add +13.8% | 130,563 | $57.0M |
| Concurrent Investment Advisors, LLC | 0.61% | Add +3.3% | 127,406 | $55.6M |
| Trustmark Bank Trust Department | 3.53% | Reduce -10.1% | 125,817 | $55.0M |
| Connecticut Wealth Management, LLC | 2.30% | Add +2.0% | 125,802 | $54.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3.10% | Add +11.2% | 124,725 | $54.5M |
| Principle Wealth Partners LLC | 3.07% | Add +0.3% | 122,819 | $53.6M |
| Root Financial Partners, LLC | 2.46% | Add +23.8% | 122,023 | $53.3M |
| SP Asset Management LLC | 4.69% | Add +5.2% | 121,832 | $53.2M |
| CFS Investment Advisory Services, LLC | 3.65% | Add +1.6% | 107,438 | $53.1M |
| Harbour Investments, Inc. | 0.82% | Add +57.1% | 121,335 | $53.0M |
| Grey Fox Wealth Advisors, LLC | 10.10% | Add +1.2% | 119,819 | $52.3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 1.44% | Add +0.1% | 118,921 | $51.9M |
| Thrivent Financial for Lutherans | 0.10% | Reduce -13.7% | 118,769 | $51.9M |
| Chaney Capital Management, Inc. | 18.03% | Add +3.3% | 117,062 | $51.1M |
| Golden Road Advisors LLC | 28.92% | Add +2.5% | 114,960 | $50.2M |
| Permanens Capital L.P. | 6.46% | Reduce -28.9% | 114,815 | $50.2M |
| TL Private Wealth | 19.33% | Reduce -2.3% | 106,214 | $49.0M |
| Summit Financial Wealth Advisors, LLC | 6.92% | Add +1.6% | 111,794 | $48.8M |
| One Capital Management, LLC | 1.34% | Add +151.4% | 111,641 | $48.8M |
| Exencial Wealth Advisors, LLC | 1.51% | Add +10.3% | 111,378 | $48.6M |
| Foundations Investment Advisors, LLC | 0.59% | Reduce -3.0% | 108,645 | $47.5M |
| MBM Wealth Consultants, LLC | 10.84% | Add +2.2% | 108,120 | $47.2M |
| Wealth Analytics Partners, LLC | 18.94% | Reduce -1.0% | 106,630 | $46.6M |
| Fee-Only Financial Planning, L.C. | 27.97% | Reduce -0.9% | 106,068 | $46.3M |
| Rise Advisors, LLC | 16.30% | Add +3.3% | 104,728 | $46.2M |
| Mitchell McLeod Pugh & Williams Inc. | 6.73% | Add +6.5% | 104,357 | $45.6M |
| Perigon Wealth Management, LLC | 0.82% | Add +7.0% | 104,014 | $45.4M |
| Wealthfront Advisers LLC | 0.10% | Reduce -2.7% | 102,325 | $44.7M |
| Cornerstone Wealth Advisors, Inc. | 10.25% | Add +2.2% | 101,872 | $44.5M |
| Old Mission Investment Co LLC | 10.37% | Add +2.7% | 101,533 | $44.3M |
| Dodds Wealth, LLC | 10.86% | Reduce -1.4% | 101,331 | $44.3M |
| First Horizon Corp. | 1.83% | Add +6.6% | 100,273 | $43.8M |
| Strata Wealth Advisors, LLC | 11.90% | Reduce -0.4% | 99,364 | $43.4M |
| AE Wealth Management LLC | 0.23% | Add +9.2% | 99,314 | $43.4M |
| Duncan Williams Asset Management, LLC | 11.98% | Reduce -3.9% | 98,966 | $43.2M |
| VestGen Advisors, LLC | 1.21% | Add +973.2% | 498,438 | $43.1M |
| Mesirow Financial Investment Management, Inc. | 0.70% | Add +43.6% | 98,383 | $43.0M |
| Marino, Stram & Associates LLC | 7.68% | Add +2.6% | 97,846 | $42.7M |
| JNBA Financial Advisors | 3.56% | Add +3.9% | 97,746 | $42.7M |
| PFG Advisors | 2.08% | Reduce -17.1% | 97,643 | $42.6M |
| Global Strategic Investment Solutions, LLC | 4.16% | Reduce -0.3% | 96,782 | $42.3M |
| GenWealth Group, Inc. | 7.23% | Add +6.0% | 96,720 | $42.2M |
| Certified Advisory Corp | 3.76% | Add +3.1% | 96,062 | $42.0M |
| Mainsail Asset Management, LLC | 18.80% | Reduce -0.9% | 95,902 | $41.9M |
| Jacobsen Capital Management | 14.13% | Reduce -5.3% | 95,811 | $41.8M |
| First Pacific Financial | 5.31% | Reduce -1.0% | 94,439 | $41.3M |
| Tritonpoint Wealth, LLC | 4.37% | Add +2.9% | 93,384 | $40.8M |
| Wolff Financial Management LLC | 8.98% | Add +1.8% | 93,054 | $40.6M |
| Strategic Blueprint, LLC | 2.34% | Add +3.1% | 92,133 | $40.2M |
| Wealth Management Strategies, Inc. | 18.14% | Add +5.0% | 91,809 | $40.1M |
| Ieq Capital, LLC | 0.18% | Reduce -0.1% | 91,230 | $39.8M |
| Mgo One Seven LLC | 0.80% | Add +2.8% | 91,185 | $39.8M |
| Destiny Wealth Partners, LLC | 4.32% | Add +1.3% | 90,462 | $39.5M |
| Sandbox Financial Partners, LLC | 11.10% | Add +4.8% | 90,337 | $39.5M |
| Brown Advisory Inc. | 0.06% | Reduce -12.8% | 89,444 | $39.1M |
| Cambridge Associates LLC /Ma/ | 0.62% | No change | 89,359 | $39.0M |
| Scott Capital Advisors, LLC | 7.89% | Add +1.6% | 84,373 | $38.9M |
| Compound Planning, Inc. | 1.19% | Add +15.8% | 88,110 | $38.5M |
| Bishop & Co Investment Management, LLC | 13.16% | Reduce -14.7% | 87,849 | $38.4M |
| Nwam LLC | 2.19% | Add +1.5% | 87,022 | $38.0M |
| Newton One Investments LLC | 10.25% | Add +0.9% | 86,461 | $37.8M |
| Clearstead Advisors, LLC | 0.34% | Add +204.4% | 84,593 | $36.9M |
| Apella Capital, LLC | 0.55% | Add +82.3% | 74,750 | $36.9M |
| Capital Wealth Management, LLC | 9.92% | Add +36.2% | 83,913 | $36.7M |
| Franklin Resources Inc. | 0.01% | Reduce -33.6% | 82,765 | $36.2M |
| Joel Isaacson & Co., LLC | 1.19% | Add +5.5% | 82,427 | $36.0M |
| Fifth Third Securities, Inc. | 2.32% | Add +2.0% | 82,239 | $35.9M |
| Stratos Investment Management, LLC | 1.42% | Reduce -1.7% | 81,052 | $35.4M |
| Lake Street Private Wealth, LLC | 4.52% | Add +2.4% | 80,963 | $35.4M |
| HB Wealth Management, LLC | 0.23% | Add +5.5% | 80,808 | $35.3M |
| Advisory Services Network, LLC | 0.46% | Add +8.3% | 79,840 | $34.9M |
| Arcadia Wealth Management, LLC | 12.57% | Add +5.4% | 79,537 | $34.7M |
| Anderson Hoagland & Co. | 2.99% | Add +8.6% | 79,462 | $34.7M |
| American Investment Services, Inc. | 7.73% | Add +0.1% | 79,321 | $34.6M |
| Commerce Bank | 0.17% | Add +30.4% | 79,085 | $34.5M |
| McNamara Financial Services, Inc. | 6.41% | Add +2.0% | 77,560 | $33.9M |
| TD Capital Management LLC | 3.01% | Reduce -0.5% | 76,716 | $33.5M |
| Pure Financial Advisors, LLC | 0.49% | Add +1.1% | 76,644 | $33.5M |
| Financial Advisory Partners, LLC | 9.44% | Add +9.1% | 76,443 | $33.4M |
| Bragg Financial Advisors, Inc | 1.05% | Add +7.6% | 76,333 | $33.3M |
| Wealthspan Partners, LLC | 11.60% | Reduce -0.5% | 75,391 | $32.9M |
| Marble Wealth, LLC | 5.71% | Reduce -4.6% | 74,728 | $32.6M |
| Venturi Wealth Management, LLC | 1.47% | Reduce -74.2% | 74,592 | $32.6M |
| Aire Advisors, LLC | 5.95% | Add +1.2% | 74,409 | $32.5M |
| Warwick Investment Management, Inc. | 4.61% | Add +54.2% | 72,804 | $31.8M |
| Legacy Financial Group, Inc. | 8.38% | Add +0.5% | 72,580 | $31.7M |
| Retirement Planning Group, LLC | 0.98% | Reduce -2.0% | 72,519 | $31.7M |
| Legacies Wealth LLC | 20.08% | Reduce -11.2% | 72,466 | $31.7M |
| Tilson Financial Group, Inc. | 9.49% | Add +4.0% | 72,409 | $31.6M |
| Kingsview Wealth Management, LLC | 0.43% | Add +3.9% | 72,181 | $31.5M |
| Evolution Advisers, Inc. | 13.20% | Add +1.0% | 71,719 | $31.3M |
| Wealth Alliance Advisory Group, LLC | 4.93% | Add +18.5% | 71,341 | $31.2M |
| Prospera Financial Services Inc | 0.50% | Reduce -4.0% | 71,245 | $31.1M |
| Brookwood Investment Group LLC | 3.95% | Add +6.0% | 70,982 | $31.0M |
| Impact Partnership Wealth, LLC | 3.79% | Add +65.6% | 70,194 | $30.7M |
| GoalVest Advisory LLC | 5.97% | Reduce -17.1% | 69,973 | $30.6M |
| Beacon Capital Management, LLC | 5.36% | Reduce -13.5% | 69,538 | $30.4M |
| Tobias Financial Advisors, Inc. | 4.21% | Reduce -6.2% | 69,198 | $30.2M |
| Integrated Wealth Concepts LLC | 0.24% | Add +16.8% | 68,348 | $29.9M |
| Cambridge Capital Management, LLC | 12.81% | Add +0.9% | 68,077 | $29.7M |
| Black Diamond Financial, LLC | 3.23% | Reduce -26.2% | 67,870 | $29.6M |
| Crews Bank & Trust | 4.29% | Add +3.5% | 67,777 | $29.6M |
| TD Private Client Wealth LLC | 0.61% | Add +5.5% | 67,546 | $29.5M |
| Great Valley Advisor Group, Inc. | 0.53% | Add +0.2% | 67,226 | $29.4M |
| Blankinship & Foster, LLC | 6.44% | Reduce -2.7% | 66,671 | $29.1M |
| Farther Finance Advisors, LLC | 0.28% | Add +12.9% | 65,882 | $29.1M |
| Belpointe Asset Management LLC | 1.06% | Reduce -0.4% | 66,532 | $29.1M |
| Ellis Investment Partners, LLC | 5.04% | Add +2.7% | 66,419 | $29.0M |
| Marmo Financial Group, LLC | 14.32% | Add +0.3% | 66,196 | $28.9M |
| DeDora Capital, Inc. | 7.06% | Reduce -1.3% | 65,934 | $28.8M |
| Everett Harris & Co. | 0.37% | Reduce -3.0% | 65,810 | $28.7M |
| Cannon Financial Strategists, Inc. | 3.78% | Add +3.5% | 65,765 | $28.7M |
| Parker Financial LLC | 11.47% | Add +2.1% | 65,839 | $28.7M |
| Financial Advisors Network, Inc. | 3.96% | Reduce -1.8% | 65,615 | $28.7M |
| Websterrogers Financial Advisors, LLC | 8.19% | Add +6.0% | 65,510 | $28.6M |
| Meridian Wealth Management, LLC | 1.02% | Reduce -1.8% | 65,289 | $28.6M |
| REAP Financial Group, LLC | 5.62% | Add +5.1% | 65,142 | $28.5M |
| Elevation Point Wealth Partners, LLC | 0.68% | Add +788.6% | 65,117 | $28.4M |
| BlueStem Wealth Partners, LLC | 3.15% | Add +3.1% | 64,812 | $28.3M |
| Carter Financial, LLC | 24.53% | Add +1.5% | 64,574 | $28.2M |
| Warner Financial, Inc. | 9.64% | Add +1.1% | 64,370 | $28.1M |
| BTC Capital Management, Inc. | 1.88% | Add +6.5% | 63,641 | $27.8M |
| R. W. Roge & Company, Inc. | 13.24% | Reduce -3.8% | 63,559 | $27.8M |
| Krilogy Financial LLC | 0.89% | Add +0.3% | 56,592 | $27.5M |
| Sovereign Financial Group, Inc. | 4.78% | Reduce -0.6% | 62,872 | $27.5M |
| Dagco, Inc. | 5.93% | Reduce -3.2% | 62,665 | $27.4M |
| United Financial Planning Group LLC | 16.18% | Add +7.7% | 62,649 | $27.4M |
| Towerpoint Wealth, LLC | 11.01% | Reduce -0.1% | 62,438 | $27.3M |
| VeraBank, N.A. | 4.97% | Add +5.2% | 62,106 | $27.1M |
| Wellington Management Group LLP | 0.01% | Reduce -59.1% | 62,028 | $27.1M |
| Zhang Financial LLC | 0.94% | Add +21.9% | 61,944 | $27.1M |
| Francis Financial, Inc. | 4.95% | Add +3.9% | 60,967 | $26.6M |
| Investment Advisory Group, LLC | 6.77% | Add +2.8% | 60,936 | $26.6M |
| Taylor Financial Group, Inc. | 16.06% | Reduce -1.1% | 60,654 | $26.5M |
| Stratos Wealth Partners, LTD. | 0.30% | Reduce -0.6% | 60,500 | $26.4M |
| Nations Financial Group Inc, /Ia/ | 1.36% | Reduce -4.8% | 60,338 | $26.4M |
| Waterford Advisors, LLC | 8.33% | Add +1.4% | 62,520 | $26.3M |
| Beacon Financial Group | 2.61% | Add +7.2% | 59,931 | $26.2M |
| 25 LLC | 8.00% | Add +9.0% | 59,427 | $26.0M |
| Cutler Investment Counsel LLC | 2.65% | Reduce -1.2% | 58,824 | $25.7M |
| AdvisorNet Financial, Inc | 1.33% | Add +17.8% | 58,677 | $25.6M |
| O'shaughnessy Asset Management, LLC | 0.13% | Add +25.4% | 58,508 | $25.6M |
| Creative Financial Designs Inc. | 1.55% | Add +3.6% | 58,387 | $25.5M |
| World Investment Advisors | 0.41% | Add +5.5% | 58,227 | $25.4M |
| Arete Wealth Advisors, LLC | 1.90% | Add +67.0% | 58,191 | $25.4M |
| Veery Capital, LLC | 7.78% | Add +2.6% | 58,108 | $25.4M |
| Beaumont Financial Advisors, LLC | 1.74% | Reduce -0.7% | 57,861 | $25.3M |
| Decker Wealth Management LLC | 5.74% | Reduce -15.0% | 57,845 | $25.3M |
| Kennicott Capital Management LLC | 13.80% | Reduce -3.0% | 57,840 | $25.3M |
| Evergreen Capital Management LLC | 0.54% | Add +1.0% | 57,374 | $25.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +459.3% | 57,119 | $24.9M |
| Cora Capital Advisors LLC | 8.26% | Add +45.8% | 57,102 | $24.9M |
| FWG Holdings, LLC | 9.38% | Reduce -15.7% | 55,874 | $24.8M |
| Trust Co of the South | 3.99% | Add +1.7% | 56,748 | $24.8M |
| Clayton Financial Group LLC | 12.73% | Add +0.4% | 56,721 | $24.8M |
| Dominguez Wealth Management Solutions, Inc. | 15.00% | Add +5.0% | 56,673 | $24.8M |
| Acorn Creek Capital LLC | 8.70% | Add +2.3% | 55,805 | $24.4M |
| LaSalle St. Investment Advisors, LLC | 3.43% | Add +12.1% | 55,754 | $24.4M |
| Hiley Hunt Wealth Management | 10.73% | Add +1.6% | 55,697 | $24.3M |
| Tulsa Wealth Advisors, INC | 4.26% | New | 55,628 | $24.3M |
| B. Riley Wealth Advisors, Inc. | 1.57% | Reduce -33.3% | 57,716 | $24.2M |
| Onyx Bridge Wealth Group LLC | 2.59% | Add +35.9% | 55,174 | $24.1M |
| Savvy Advisors, Inc. | 0.64% | Add +8.5% | 54,710 | $23.9M |
| Brooklyn Investment Group | 0.74% | Add +83.4% | 54,271 | $23.7M |
| Regal Investment Advisors LLC | 1.33% | Add +5.6% | 52,839 | $23.1M |
| Dakota Wealth Management | 0.50% | Reduce -3.6% | 52,316 | $22.9M |
| Forvis Mazars Wealth Advisors, LLC | 0.43% | Reduce -6.7% | 51,989 | $22.7M |
| Smartleaf Asset Management LLC | 0.82% | Add +22.6% | 53,956 | $22.7M |
| Baltimore-Washington Financial Advisors, Inc. | 0.98% | Add +4.7% | 51,851 | $22.6M |
| Associated Banc-Corp | 0.60% | Add +1.7% | 51,806 | $22.6M |
| Stephen J. Garry & Associates, LLC | 18.19% | Reduce -5.3% | 51,781 | $22.6M |
| Advantage Trust Co | 10.13% | Add +2.8% | 51,750 | $22.6M |
| OneDigital Investment Advisors LLC | 0.22% | Add +5.8% | 51,412 | $22.5M |
| Rochester Wealth Strategies, LLC | 13.52% | Add +10.2% | 51,067 | $22.3M |
| BlackRock, Inc. | 0.00% | Reduce -32.4% | 50,982 | $22.3M |
| IAG Wealth Partners, LLC | 2.48% | Add +5.2% | 50,853 | $22.2M |
| Oak Root LLC | 2.68% | Add +8.5% | 50,403 | $22.0M |
| Oppenheimer & Co. Inc. | 0.27% | Reduce -6.5% | 50,104 | $21.9M |
| CoreCap Advisors, LLC | 0.74% | Reduce -27.9% | 50,045 | $21.9M |
| Kohmann Bosshard Financial Services, LLC | 2.13% | Add +5.2% | 50,004 | $21.8M |
| Peterson Wealth Services | 5.36% | Add +1.6% | 49,675 | $21.7M |
| RFG Advisory, LLC | 0.40% | Add +6.1% | 49,528 | $21.6M |
| Integrated Wealthcare, LLC | 18.09% | Add +3.9% | 49,497 | $21.6M |
| Whitegate Investment Counselors, Inc. | 6.86% | Reduce -0.7% | 49,376 | $21.6M |
| Arista Wealth Management, LLC | 2.62% | No change | 49,193 | $21.5M |
| Atlantic Union Bankshares Corp | 0.41% | Add +4.1% | 49,056 | $21.4M |
| Arkadios Wealth Advisors | 0.35% | Add +3.6% | 48,779 | $21.3M |
| Baron Silver Stevens Financial Advisors, LLC | 3.07% | Add +0.1% | 48,411 | $21.1M |
| Prosperity Planning, Inc. | 7.60% | Add +3.4% | 48,271 | $21.1M |
| Berkshire Money Management, Inc. | 2.15% | Reduce -11.6% | 48,157 | $21.0M |
| CIBC Bancorp USA Inc. | 0.03% | — | 52,307 | $21.0M |
| Market Street Wealth Management Advisors LLC | 3.31% | Add +0.6% | 48,026 | $21.0M |
| Neuberger Berman Group LLC | 0.02% | Reduce -0.4% | 47,905 | $20.9M |
| Bay Harbor Wealth Management, LLC | 5.40% | Add +2.1% | 47,721 | $20.8M |
| Curran Financial Partners, LLC | 3.72% | Add +16.6% | 47,563 | $20.8M |
| LVW Advisors, LLC | 2.02% | Reduce -8.5% | 47,476 | $20.7M |
| Noble Family Wealth, LLC | 4.24% | Reduce -3.4% | 47,049 | $20.6M |
| Tenret Co LLC | 9.92% | Add +4.6% | 47,022 | $20.5M |
| Legacy Edge Advisors, LLC | 2.15% | Add +0.3% | 46,857 | $20.5M |
| NewEdge Wealth, LLC | 0.24% | Add +19.6% | 46,759 | $20.4M |
| NORTHSTAR ASSET MANAGEMENT Co | 4.57% | Add +4.9% | 46,591 | $20.4M |
| IVC Wealth Advisors LLC | 8.82% | Add +0.1% | 46,499 | $20.3M |
| BIP Wealth, LLC | 0.82% | Add +4.7% | 46,349 | $20.2M |
| Stage Harbor Financial, LLC | 13.40% | Add +3.9% | 46,260 | $20.2M |
| Leonard Rickey Investment Advisors P.L.L.C. | 3.50% | Add +4.2% | 46,248 | $20.2M |
| Werba Rubin Papier Wealth Management | 2.77% | Add +4.9% | 45,496 | $19.9M |
| Moneco Advisors, LLC | 1.53% | Reduce -0.1% | 45,199 | $19.7M |
| Ashton Thomas Private Wealth, LLC | 0.47% | Add +21.9% | 44,999 | $19.7M |
| Regent Peak Wealth Advisors LLC | 3.95% | Reduce -3.2% | 44,392 | $19.4M |
| Founders Grove Wealth Partners, LLC | 4.38% | Add +1.0% | 44,142 | $19.3M |
| DiPaolo Financial Group, Inc. | 13.92% | Add +26.4% | 43,789 | $19.1M |
| Sapient Capital LLC | 0.29% | Reduce -3.3% | 43,615 | $19.1M |
| Roof Eidam Maycock Peralta, LLC | 4.37% | Add +1.8% | 43,602 | $19.0M |
| Hopwood Nicholas Hunter | 6.04% | Add +6.2% | 43,488 | $19.0M |
| Enclave Advisors LLC | 2.69% | Add +9.1% | 43,134 | $18.8M |
| Cornerstone Advisory, LLC | 1.78% | Add +3.3% | 43,030 | $18.8M |
| Citizens Financial Group Inc. | 0.26% | Add +14.4% | 43,015 | $18.8M |
| Brown Wealth Management, LLC | 4.81% | Add +7.9% | 42,871 | $18.7M |
| Eagle Strategies LLC | 2.23% | Add +12.6% | 42,822 | $18.7M |
| Capital Analysts, LLC | 0.49% | Add +10.1% | 42,813 | $18.7M |
| Aspire Private Capital, LLC | 4.20% | Add +2.5% | 42,634 | $18.6M |
| Flagship Wealth Advisors, LLC | 7.92% | Reduce -18.1% | 42,044 | $18.4M |
| Olistico Wealth, LLC | 9.08% | Reduce -1.0% | 42,177 | $18.4M |
| Aries Wealth Management | 4.05% | Add +4.2% | 42,177 | $18.4M |
| Leeward Financial Partners, LLC | 5.47% | Reduce -4.0% | 42,104 | $18.4M |
| Romano Brothers and Company | 2.07% | Add +0.2% | 41,718 | $18.2M |
| Ausdal Financial Partners, Inc. | 0.81% | Add +5.8% | 41,596 | $18.2M |
| Gill Capital Partners, LLC | 5.23% | Add +0.8% | 41,589 | $18.2M |
| Prime Capital Investment Advisors, LLC | 0.21% | Reduce -2.1% | 41,377 | $18.1M |
| Signet Financial Management, LLC | 2.01% | Reduce -0.6% | 41,050 | $17.9M |
| Milestone Investment Advisors LLC | 4.32% | Reduce -1.1% | 40,942 | $17.9M |
| Hohimer Wealth Management, LLC | 2.18% | Add +8.7% | 40,603 | $17.7M |
| Matrix Private Capital Group LLC | 8.54% | Add +1.7% | 40,561 | $17.7M |
| Falcon Wealth Planning | 1.20% | Add +7.0% | 40,439 | $17.7M |
| Mayfair Advisory Group, LLC | 6.13% | Add +21.0% | 40,209 | $17.6M |
| Silicon Valley Capital Partners | 1.70% | Add +0.7% | 39,825 | $17.4M |
| Smith & Howard Wealth Management, LLC | 3.75% | Add +10.3% | 39,707 | $17.3M |
| VVR Holdings LLC | 8.94% | Add +1.5% | 39,617 | $17.3M |
| Gemmer Asset Management LLC | 1.36% | Add +1.7% | 39,439 | $17.2M |
| IHT Wealth Management, LLC | 0.40% | Reduce -1.6% | 39,421 | $17.2M |
| FC Advisory LLC | 5.02% | Add +1.9% | 39,388 | $17.2M |
| Heartwood Wealth Advisors LLC | 1.49% | Reduce -3.0% | 39,121 | $17.1M |
| Topel & Distasi Wealth Management, LLC | 8.83% | Add +3.0% | 39,095 | $17.1M |
| Titleist Asset Management, LLC | 1.27% | Add +0.8% | 38,655 | $16.9M |
| SCS Capital Management LLC | 0.18% | Reduce -1.1% | 38,613 | $16.9M |
| Private Advisory Group LLC | 1.17% | Add +1315.2% | 38,537 | $16.8M |
| Cyndeo Wealth Partners, LLC | 0.89% | Add +2.7% | 38,530 | $16.8M |
| Laurel Oak Wealth Management, LLC | 2.82% | Reduce -14.8% | 38,395 | $16.8M |
| Koshinski Asset Management, Inc. | 1.05% | Add +0.9% | 38,384 | $16.8M |
| Rodgers & Associates, LTD | 1.71% | Add +6.8% | 38,382 | $16.8M |
| Focus Partners Advisor Solutions, LLC | 0.17% | Reduce -5.9% | 38,194 | $16.7M |
| Novem Group | 1.90% | Add +1.3% | 37,927 | $16.6M |
| PCA Investment Advisory Services Inc. | 5.50% | Add +11.5% | 37,714 | $16.5M |
| Quotient Wealth Partners, LLC | 0.43% | Reduce -2.1% | 37,517 | $16.4M |
| Spreng Capital Management, Inc. | 7.67% | Reduce -29.7% | 37,220 | $16.3M |
| Chilton Investment Co. Inc. | 0.38% | Add +2265.5% | 36,925 | $16.1M |
| Keeler & Nadler Financial Planning & Wealth Management | 5.45% | Add +1.6% | 36,765 | $16.1M |
| Midwest Trust Co | 0.20% | Add +15.4% | 36,628 | $16.0M |
| Synergy Investment Management, LLC | 5.16% | Reduce -12.4% | 36,135 | $15.8M |
| Go Invest LLC | 4.52% | Add +18.0% | 36,132 | $15.8M |
| Mutual Advisors, LLC | 0.34% | Add +7.2% | 36,128 | $15.8M |
| Planning Alternatives Ltd. | 2.04% | Reduce -1.1% | 36,104 | $15.8M |
| Texas Yale Capital Corp. | 0.45% | Reduce -10.8% | 35,962 | $15.7M |
| Kathmere Capital Management, LLC | 0.97% | Add +15.0% | 35,821 | $15.6M |
| Howard Wealth Management, LLC | 6.58% | Reduce -0.4% | 35,794 | $15.6M |
| Facet Wealth, Inc. | 0.27% | Add +34.1% | 35,661 | $15.6M |
| Addison Advisors LLC | 3.44% | Add +2.4% | 35,590 | $15.5M |
| Caprock Group, LLC | 0.38% | Add +39.6% | 35,556 | $15.5M |
| Snowden Capital Advisors LLC | 0.41% | Reduce -0.2% | 35,458 | $15.5M |
| Geneos Wealth Management Inc. | 0.36% | Add +0.4% | 35,438 | $15.5M |
| One Charles Private Wealth Services, LLC | 3.87% | Add +4.9% | 35,354 | $15.4M |
| GenTrust, LLC | 0.66% | Reduce -4.7% | 35,038 | $15.3M |
| Sowell Financial Services LLC | 0.56% | Reduce -4.0% | 34,761 | $15.2M |
| Kraft, Davis & Associates, LLC | 3.23% | Add +498.0% | 182,061 | $15.2M |
| Salomon & Ludwin, LLC | 1.35% | Reduce -0.7% | 34,238 | $15.1M |
| First Heartland Consultants, Inc. | 1.16% | Add +6.1% | 34,517 | $15.1M |
| Payne Capital Management, LLC | 4.54% | Reduce -1.8% | 34,317 | $15.0M |
| Archford Capital Strategies, LLC | 1.71% | Reduce -7.5% | 34,233 | $15.0M |
| Systelligence, LLC | 2.90% | Reduce -12.8% | 34,185 | $14.9M |
| BLB&B Advisors, LLC | 0.62% | Add +18.0% | 34,118 | $14.9M |
| DDFG, Inc | 3.21% | Reduce -0.9% | 34,067 | $14.9M |
| Oak Harvest Investment Services | 1.55% | Add +6.8% | 33,966 | $14.8M |
| Karpus Management, Inc. | 0.46% | Reduce -53.7% | 33,805 | $14.8M |
| Harbor Investment Advisory, LLC | 1.16% | Add +7.5% | 33,666 | $14.7M |
| Pinion Investment Advisors, LLC | 3.43% | Reduce -22.1% | 33,603 | $14.7M |
| GW Henssler & Associates Ltd. | 0.69% | Add +7.5% | 33,581 | $14.7M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1.78% | Add +0.3% | 33,367 | $14.6M |
| Thayer Financial, L.L.C. | 14.87% | Add +9.3% | 33,364 | $14.6M |
| Regions Financial Corp. | 0.09% | Add +14.7% | 33,319 | $14.6M |
| Clark Financial Services Group Inc. | 8.00% | Add +8.2% | 33,194 | $14.5M |
| Robinswood Financial LLC | 4.51% | Reduce -1.9% | 32,818 | $14.3M |
| Blueline Advisors LLC | 11.08% | Reduce -0.7% | 32,724 | $14.3M |
| Watershed Private Wealth LLC | 4.45% | Add +4.3% | 32,705 | $14.3M |
| Horizon Family Wealth, Inc. | 7.51% | Reduce -1.3% | 32,542 | $14.2M |
| Apollon Wealth Management, LLC | 0.23% | Add +2.8% | 32,457 | $14.2M |
| Five Pine Wealth Management | 8.80% | Reduce -0.8% | 32,420 | $14.2M |
| Independent Financial Group, LLC | 0.32% | Add +2.6% | 32,419 | $14.2M |
| SWP Financial LLC | 7.20% | Add +7.2% | 32,328 | $14.1M |
| Beirne Wealth Consulting Services, LLC | 3.99% | Add +0.1% | 32,269 | $14.1M |
| Thrive Wealth Management, LLC | 2.10% | Add +6.1% | 32,177 | $14.1M |
| Prosperity Advisers, LLC | 11.61% | Add +1.4% | 31,985 | $14.0M |
| Safir Wealth Advisors, LLC | 10.06% | Reduce -0.8% | 31,834 | $13.9M |
| Financial Connections Group, Inc. | 4.83% | Reduce -0.3% | 31,799 | $13.9M |
| Third View Private Wealth, LLC | 1.90% | Add +13.2% | 31,773 | $13.9M |
| SouthState Bank Corp | 0.65% | Add +3.5% | 31,720 | $13.9M |
| Junk Investment Group, LLC | 7.23% | — | 31,574 | $13.8M |
| Gladstone Institutional Advisory LLC | 0.51% | Reduce -8.0% | 31,528 | $13.8M |
| Coastal Bridge Advisors, LLC | 0.97% | Add +9.7% | 31,421 | $13.7M |
| Uptown Financial Advisors LLC | 11.09% | Add +11.0% | 31,383 | $13.7M |
| Johnson Investment Counsel Inc. | 0.11% | Add +1.0% | 31,364 | $13.7M |
| Integral Investment Advisors, Inc. | 3.39% | Add +5.0% | 31,152 | $13.6M |
| Riversedge Advisors, LLC | 2.18% | Add +3.1% | 30,792 | $13.4M |
| Beacon Bridge Wealth Partners, LLC | 4.50% | Add +1.6% | 30,790 | $13.4M |
| Kendall Capital Management | 2.73% | Add +4.9% | 30,533 | $13.3M |
| First National Bank of Omaha | 0.41% | Reduce -0.7% | 30,682 | $13.3M |
| Vanguard National Trust Co | 0.84% | — | 30,436 | $13.3M |
| MCF Advisors LLC | 0.58% | Add +1.3% | 30,422 | $13.3M |
| Fusion Capital, LLC | 3.55% | Add +1.1% | 30,090 | $13.1M |
| Integrity Wealth Solutions LLC | 5.15% | Add +1.0% | 30,020 | $13.1M |
| Procyon Advisors, LLC | 0.64% | Reduce -9.9% | 29,910 | $13.1M |
| Founders Financial Securities LLC | 0.71% | Reduce -36.0% | 27,482 | $12.6M |
| FWG Investments, LLC. | 7.98% | Add +19.0% | 28,742 | $12.6M |
| Patriot Financial Group Insurance Agency, LLC | 0.70% | Add +100.8% | 28,366 | $12.4M |
| Capital Advisors, Ltd. LLC | 1.41% | Reduce -1.4% | 28,353 | $12.4M |
| NWF Advisory Services Inc. | 1.40% | Add +2.3% | 28,332 | $12.4M |
| Richmond Investment Services, LLC | 1.99% | Reduce -3.2% | 28,245 | $12.3M |
| Meramec Financial Planners, LLC | 4.85% | Add +1.0% | 24,811 | $12.2M |
| Shrier Wealth Management, LLC | 4.50% | Add +9.2% | 27,852 | $12.2M |
| Financial Insights, Inc. | 3.91% | Reduce -8.2% | 27,656 | $12.1M |
| Compass Financial Group, Inc. (Ohio) | 8.77% | Add +2.3% | 27,449 | $12.0M |
| Cranbrook Wealth Management, LLC | 2.43% | Reduce -0.6% | 27,365 | $12.0M |
| Financial Life Advisors | 3.72% | Add +7.0% | 27,305 | $11.9M |
| Brighton Securities Corp. | 5.73% | Add +13.8% | 27,225 | $11.9M |
| Columbia River Financial Group, LLC | 6.89% | Add +6.4% | 27,164 | $11.9M |
| Hubbell Strickland Wealth Management, LLC | 4.71% | Add +0.7% | 27,072 | $11.8M |
| STAR Financial Bank | 5.55% | Add +223.4% | 26,938 | $11.8M |
| Wellspring Financial Advisors, LLC | 0.88% | Add +0.3% | 1,042,054 | $11.8M |
| Flagship Harbor Advisors, LLC | 0.51% | Reduce -2.3% | 26,797 | $11.7M |
| Summit Wealth Group LLC / Co. | 1.23% | Add +27.6% | 26,523 | $11.7M |
| JMG Financial Group, Ltd. | 0.32% | Reduce -0.9% | 26,664 | $11.6M |
| Ironsides Asset Advisors, LLC | 2.91% | No change | 26,562 | $11.6M |
| Renaissance Technologies | 0.02% | Add +2186.2% | 26,520 | $11.6M |
| Integrity Alliance, Llc. | 0.44% | Reduce -15.7% | 26,186 | $11.4M |
| Alpine Bank Wealth Management | 1.66% | Reduce -64.5% | 26,156 | $11.4M |
| Westwood Holdings Group Inc. | 0.08% | Reduce -1.9% | 26,058 | $11.4M |
| Avion Wealth | 2.34% | Add +11.3% | 25,954 | $11.3M |
| First PREMIER Bank | 2.62% | Add +4.9% | 25,937 | $11.3M |
| Trek Financial, LLC | 0.60% | Reduce -59.7% | 25,904 | $11.3M |
| Angeles Wealth Management, LLC | 0.62% | Reduce -0.2% | 25,883 | $11.3M |
| Novak & Powell Financial Services, Inc. | 6.08% | Reduce -1.2% | 25,831 | $11.3M |
| Elevated Capital Advisors, LLC | 2.84% | Add +2.7% | 25,801 | $11.3M |
| Fonville Wealth Management LLC | 2.14% | Add +9.4% | 25,768 | $11.3M |
| Robertson Stephens Wealth Management, LLC | 0.31% | Reduce -33.5% | 25,691 | $11.2M |
| Segment Wealth Management, LLC | 0.65% | No change | 25,466 | $11.1M |
| Visionary Wealth Advisors | 0.49% | Add +2.9% | 25,351 | $11.1M |
| Parallel Advisors, LLC | 0.20% | Add +8.2% | 25,270 | $11.0M |
| CWS Financial Advisors, LLC | 2.83% | Reduce -2.4% | 25,248 | $11.0M |
| VSM Wealth Advisory, LLC | 3.28% | Add +11.7% | 25,181 | $11.0M |
| Lansing Street Advisors | 2.77% | Reduce -9.4% | 25,134 | $11.0M |
| Brio Consultants, LLC | 1.34% | Add +502.4% | 129,986 | $11.0M |
| Park Avenue Securities LLC | 0.09% | Add +10.7% | 25,030 | $10.9M |
| Perennial Investment Advisors, LLC | 0.87% | Add +7.8% | 25,019 | $10.9M |
| Hurlow Wealth Management Group, Inc. | 2.59% | Reduce -2.8% | 24,950 | $10.9M |
| Mechanics Bank Trust Department | 1.50% | Add +1.3% | 24,821 | $10.8M |
| Maridea Wealth Management LLC | 1.58% | Add +2.3% | 24,770 | $10.8M |
| Capital Investment Advisory Services, LLC | 0.79% | Add +5.8% | 24,754 | $10.8M |
| Sage Mountain Advisors LLC | 0.76% | Reduce -3.2% | 24,740 | $10.8M |
| Gentry Private Wealth, LLC | 6.49% | Reduce -11.9% | 24,655 | $10.8M |
| Leo Wealth, LLC | 0.78% | Reduce -2.9% | 24,555 | $10.7M |
| MTC Wealth Management LLC | 5.09% | Add +41.9% | 24,543 | $10.7M |
| GC Wealth Management RIA, LLC | 0.44% | Add +2.7% | 24,308 | $10.6M |
| Level Financial Advisors | 2.71% | Add +16.3% | 24,284 | $10.6M |
| Ameritas Advisory Services, LLC | 0.41% | Add +0.7% | 24,210 | $10.6M |
| Ritholtz Wealth Management | 0.18% | Add +4.6% | 24,136 | $10.5M |
| Sightline Wealth Advisors, LLC | 4.46% | Add +9.8% | 24,106 | $10.5M |
| Gateway Wealth Partners, LLC | 0.41% | Add +41.3% | 24,090 | $10.5M |
| Cassilly Financial Group LLC | 9.10% | Add +3.4% | 24,008 | $10.5M |
| Nabity-Jensen Investment Management Inc | 7.27% | Reduce -0.8% | 23,986 | $10.5M |
| rebel Financial LLC | 4.54% | Reduce -1.9% | 23,971 | $10.5M |
| N.E.W. Advisory Services LLC | 0.78% | Reduce -2.2% | 23,775 | $10.4M |
| Smith Partners Wealth Management, LLC | 9.30% | Add +4.8% | 23,771 | $10.4M |
| GLR Partners, LLC | 5.63% | — | 23,621 | $10.3M |
| Mustard Seed Financial, LLC | 6.18% | Add +6.3% | 23,599 | $10.3M |
| Calton & Associates, Inc. | 1.48% | Reduce -0.9% | 23,558 | $10.3M |
| Prostatis Group LLC | 2.63% | Reduce -9.7% | 23,554 | $10.3M |
| Verdence Capital Advisors LLC | 0.59% | Add +0.0% | 23,223 | $10.1M |
| Zions Bancorporation, National Association | 0.65% | Reduce -4.4% | 23,156 | $10.1M |
| Hofer & Associates. Inc | 5.43% | Add +1.6% | 23,124 | $10.1M |
| Register Financial Advisors LLC | 3.71% | Add +4.1% | 22,987 | $10.0M |
| Bath Savings Trust Co | 1.07% | Reduce -0.0% | 22,855 | $10.0M |
| Intergy Private Wealth, LLC | 2.92% | Add +2.2% | 22,830 | $10.0M |
| Cardiff Park Advisors, LLC | 0.79% | Reduce -10.6% | 22,628 | $9.9M |
| Nicolet Bankshares Inc. | 0.36% | Add +284.8% | 22,297 | $9.8M |
| Crown Wealth Group, LLC | 2.87% | Reduce -11.5% | 22,342 | $9.8M |
| Laurel Wealth Advisors LLC | 0.96% | Add +468.3% | 112,314 | $9.8M |
| NFSG Corp | 1.60% | Add +13.7% | 22,299 | $9.7M |
| BBR Partners, LLC | 0.54% | Add +1178.9% | 22,253 | $9.7M |
| Essex Financial Services, Inc. | 0.54% | Add +0.2% | 22,207 | $9.7M |
| LifeGoal Investments, LLC | 5.55% | Add +1.3% | 21,960 | $9.7M |
| ERn Financial, LLC | 1.82% | Reduce -0.3% | 22,169 | $9.7M |
| First United Bank & Trust | 3.14% | Reduce -7.4% | 22,153 | $9.7M |
| Winthrop Advisory Group LLC | 0.79% | Add +27.4% | 22,086 | $9.6M |
| Cornerstone Wealth Management, LLC | 0.48% | Add +0.8% | 21,997 | $9.6M |
| Kovack Advisors, Inc. | 0.52% | Reduce -3.6% | 20,415 | $9.6M |
| Thrive Capital Management, LLC | 2.09% | Reduce -18.4% | 21,783 | $9.5M |
| Agate Pass Investment Management, LLC | 3.72% | Reduce -2.1% | 21,777 | $9.5M |
| Riverview Capital Advisers, LLC | 3.16% | Add +9.3% | 21,708 | $9.5M |
| Claris Financial LLC | 5.16% | Add +0.8% | 21,588 | $9.4M |
| Horizon Bancorp Inc. | 4.53% | Add +1.5% | 21,578 | $9.4M |
| Keystone Financial Group | 0.64% | Add +2.1% | 21,468 | $9.4M |
| Mathes Company, Inc. | 3.41% | No change | 21,275 | $9.3M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 3.10% | Add +534.0% | 111,283 | $9.3M |
| Woodside Wealth Management LLC | 7.25% | Reduce -4.8% | 21,234 | $9.3M |
| Rolek Wealth Management LLC | 6.63% | Reduce -82.3% | 21,155 | $9.2M |
| Guidance Capital, Inc. | 2.07% | Add +574.5% | 109,504 | $9.2M |
| Clearwater Capital Advisors, LLC | 0.74% | Reduce -0.0% | 21,104 | $9.2M |
| Royal Fund Management, LLC | 0.88% | Reduce -2.2% | 20,983 | $9.2M |
| Tide Cove Capital Partners LLC | 6.25% | Add +395.5% | 110,636 | $9.2M |
| Cornerstone Wealth Group, LLC | 0.59% | Add +570.5% | 112,511 | $9.2M |
| Hollencrest Capital Management | 0.34% | Reduce -0.2% | 20,993 | $9.2M |
| Disciplined Investors, L.L.C. | 5.45% | Add +10.2% | 20,977 | $9.2M |
| Kintra Wealth, LLC | 0.65% | Add +3271.2% | 20,935 | $9.1M |
| Freedom Financial Partners LLC | 3.24% | Add +1.1% | 20,840 | $9.1M |
| Washington Trust Advisors, Inc. | 0.73% | Reduce -2.4% | 20,707 | $9.0M |
| Brighton Jones LLC | 0.20% | New | 20,697 | $9.0M |
| Quaker Wealth Management, LLC | 2.82% | Add +4.2% | 20,663 | $9.0M |
| Dravo Bay LLC | 3.66% | Add +3.4% | 20,649 | $9.0M |
| Acropolis Investment Management, LLC | 0.40% | Reduce -1.3% | 20,543 | $9.0M |
| Agf Management Ltd. | 0.04% | Reduce -15.8% | 20,479 | $8.9M |
| Valeo Financial Advisors, LLC | 0.21% | Reduce -0.7% | 20,335 | $8.9M |
| GoalFusion Wealth Management, LLC | 4.03% | Add +12.4% | 20,329 | $8.9M |
| StoneX Group Inc. | 0.48% | Reduce -49.4% | 20,338 | $8.9M |
| Pathfinder Wealth Consulting, Inc. | 5.71% | Add +0.1% | 20,184 | $8.8M |
| Latigo Investments, LLC | 4.39% | Reduce -33.0% | 13,526 | $8.8M |
| Capital Planning LLC | 2.86% | Add +18.1% | 20,143 | $8.8M |
| Benjamin Edwards Inc. | 0.09% | Add +21.3% | 20,129 | $8.8M |
| Wealthspire Retirement, LLC | 0.53% | Add +0.6% | 20,106 | $8.8M |
| Marathon Wealth Advisors LLC | 3.57% | Add +9.5% | 19,930 | $8.7M |
| Kure Advisory, LLC | 4.74% | Add +4.9% | 19,928 | $8.7M |
| Park National Corp. | 0.26% | Add +395.8% | 19,806 | $8.7M |
| Wealthcare Advisory Partners LLC | 0.17% | Reduce -44.3% | 19,754 | $8.6M |
| Madison Park Capital Advisors, LLC | 6.77% | Reduce -2.6% | 19,720 | $8.6M |
| LifePlan Investment Advisors, Inc. | 3.37% | Add +8.2% | 19,649 | $8.6M |
| Pine Valley Investments Ltd Liability Co | 0.42% | Reduce -0.3% | 19,628 | $8.6M |
| Fiduciary Alliance LLC | 0.52% | Add +41.6% | 17,608 | $8.6M |
| St. Louis Trust Co | 0.99% | Add +18.0% | 19,400 | $8.5M |
| HTG Investment Advisors, Inc. | 2.42% | Add +8.8% | 19,396 | $8.5M |
| CPA Asset Management Group, LLC | 2.84% | Add +28.2% | 19,380 | $8.5M |
| Triad Wealth Partners, LLC | 0.67% | Add +15.9% | 19,260 | $8.4M |
| M Holdings Securities, Inc. | 0.57% | Add +413.9% | 83,665 | $8.4M |
| GSG Advisors LLC | 2.16% | Add +12.7% | 19,075 | $8.3M |
| Wind River Trust Co | 3.14% | No change | 19,070 | $8.3M |
| Aspen Wealth Management LLC | 1.66% | Add +12.5% | 19,064 | $8.3M |
| Rinkey Investments | 2.13% | Add +4.8% | 19,025 | $8.3M |
| Apex Wealth Management, LLC | 5.69% | Add +71.4% | 19,002 | $8.3M |
| Parkside Financial Bank & Trust | 0.64% | Add +20.0% | 18,962 | $8.3M |
| Wedbush Securities Inc. | 0.24% | Reduce -0.4% | 18,906 | $8.3M |
| Csenge Advisory Group | 0.38% | Reduce -1.6% | 18,899 | $8.3M |
| CGN Advisors LLC | 0.65% | Reduce -1.4% | 18,844 | $8.2M |
| Emergent Wealth Advisors, LLC | 4.86% | Add +48.2% | 18,813 | $8.2M |
| Peak Retirement Planning, Inc. | 1.63% | Reduce -19.6% | 18,761 | $8.2M |
| Main Line Retirement Advisors, LLC | 4.07% | Add +2.1% | 18,663 | $8.2M |
| Sigma Planning Corp | 0.23% | Add +6.1% | 18,656 | $8.1M |
| Kassira Wealth Management LLC | 7.46% | Reduce -1.8% | 18,583 | $8.1M |
| Kavar Capital Partners Group, LLC | 1.02% | Add +2.8% | 18,583 | $8.1M |
| Diversified Portfolios, Inc. | 0.67% | Reduce -1.2% | 18,560 | $8.1M |
| Ogorek Anthony Joseph /NY/ | 2.22% | Reduce -2.0% | 18,550 | $8.1M |
| Fifth Third Wealth Advisors LLC | 0.27% | Add +0.4% | 18,376 | $8.0M |
| Twin Focus Capital Partners, LLC | 0.92% | Add +22.2% | 18,373 | $8.0M |
| Wesbanco Bank Inc. | 0.22% | Add +95.2% | 18,356 | $8.0M |
| Magnolia Capital Advisors LLC | 1.57% | Reduce -41.8% | 18,320 | $8.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.14% | Add +57.6% | 18,299 | $8.0M |
| Loomis Sayles & Co. L P | 0.01% | Reduce -50.6% | 18,265 | $8.0M |
| Cumberland Advisors Inc. | 3.12% | Add +0.3% | 18,253 | $8.0M |
| Uptick Partners, LLC | 1.59% | Reduce -4.6% | 18,216 | $8.0M |
| Spire Wealth Management | 0.27% | Add +15.0% | 18,166 | $7.9M |
| MidAtlantic Capital Management, Inc. | 5.44% | Add +2.5% | 18,046 | $7.9M |
| Curi Capital, LLC | 0.14% | Reduce -2.2% | 18,045 | $7.9M |
| WealthShield Partners, LLC | 0.88% | Add +1.7% | 18,037 | $7.9M |
| Centaurus Financial, Inc. | 0.37% | Add +3.9% | 18,002 | $7.9M |
| Blueprint Investment Partners LLC | 0.80% | Reduce -23.0% | 17,987 | $7.9M |
| Tower View Wealth Management LLC | 4.00% | Add +0.8% | 17,838 | $7.8M |
| McKinley Carter Wealth Services, Inc. | 0.45% | Reduce -1.2% | 17,813 | $7.8M |
| Osborne Partners Capital Management, LLC | 0.41% | No change | 17,797 | $7.8M |
| Planwiser Financial, LLC | 5.58% | Add +30.1% | 15,861 | $7.7M |
| TIAA Wealth Investment Management LLC | 0.06% | — | 18,030 | $7.6M |
| Gallagher Fiduciary Advisors, LLC | 0.30% | Add +1.3% | 17,505 | $7.6M |
| XY Planning Network, Inc. | 1.21% | Add +19.9% | 17,204 | $7.6M |
| Clarus Wealth Advisors | 3.23% | Add +2.4% | 17,041 | $7.6M |
| Capital Investment Advisors, LLC | 0.11% | Reduce -3.0% | 17,301 | $7.6M |
| Abbot Financial Management, Inc. | 3.21% | Reduce -0.3% | 17,297 | $7.6M |
| Bonfire Financial | 5.68% | Reduce -3.7% | 17,295 | $7.6M |
| Avidian Wealth Enterprises, LLC | 0.24% | Add +19.3% | 17,222 | $7.5M |
| Squarepoint Ops LLC | 0.02% | Add +87.9% | 17,212 | $7.5M |
| Valpey Financial Services, LLC | 4.88% | Add +2.5% | 17,161 | $7.5M |
| M3 Advisory Group, LLC | 4.62% | Add +2.0% | 17,159 | $7.5M |
| Northstar Group, Inc. | 1.09% | Reduce -1.5% | 17,096 | $7.5M |
| Level Four Advisory Services, LLC | 0.24% | Reduce -0.4% | 17,076 | $7.5M |
| Asset Advisory Group, Inc. | 3.73% | Add +1.1% | 17,030 | $7.4M |
| Kelman-Lazarov, Inc. | 1.06% | Add +5.7% | 16,959 | $7.4M |
| Rehmann Capital Advisory Group | 0.38% | Add +3.3% | 16,924 | $7.4M |
| LongView Wealth Management | 1.86% | Reduce -1.9% | 15,503 | $7.4M |
| Emerald Advisors, LLC | 0.92% | Reduce -1.1% | 16,909 | $7.4M |
| Bluespring Wealth Management, LLC | 0.64% | Reduce -2.3% | 16,892 | $7.4M |
| Crusonia Wealth Advisors LLC | 1.52% | Add +45.1% | 16,888 | $7.4M |
| Summit Wealth Partners, LLC | 1.16% | Add +20.2% | 16,819 | $7.3M |
| Element Pointe Advisors, LLC | 1.38% | No change | 16,714 | $7.3M |
| Scott & Selber, Inc. | 1.88% | Reduce -2.2% | 16,669 | $7.3M |
| NorthRock Partners, LLC | 0.12% | Add +564.1% | 99,802 | $7.3M |
| HBK Sorce Advisory LLC | 0.15% | Add +651.4% | 83,070 | $7.2M |
| Capital Management Associates, Inc | 1.63% | Add +5.3% | 16,460 | $7.2M |
| Hilltop Holdings Inc. | 0.65% | Reduce -15.0% | 16,449 | $7.2M |
| Great Diamond Partners, LLC | 1.38% | Reduce -46.1% | 16,355 | $7.1M |
| Campbell Deegan Wealth Management, LLC | 5.71% | Reduce -1.5% | 16,279 | $7.1M |
| Defined Wealth Management, LLC | 4.16% | Add +1.9% | 16,261 | $7.1M |
| SBI Securities Co., Ltd. | 0.19% | Add +0.4% | 16,169 | $7.1M |
| Krane Financial Solutions LLC | 4.78% | — | 16,095 | $7.0M |
| Talon Private Wealth, LLC | 0.93% | — | 16,069 | $7.0M |
| Seeds Investor LLC | 0.95% | Add +18.9% | 14,714 | $7.0M |
| Polen Capital Management LLC | 0.05% | Reduce -51.6% | 16,030 | $7.0M |
| Weinberger Asset Management, Inc | 2.62% | Reduce -0.9% | 16,005 | $7.0M |
| Eclectic Associates Inc. | 0.93% | Add +47.2% | 16,009 | $7.0M |
| Vicus Capital | 0.51% | Add +4.6% | 15,915 | $7.0M |
| Cascades Capital Asset Management, LLC | 2.95% | Add +1.8% | 15,913 | $7.0M |
| Simmons Bank | 0.47% | Reduce -3.9% | 15,903 | $6.9M |
| CDKV Holdings LLC | 6.07% | Add +28.9% | 15,836 | $6.9M |
| Capital Advisor Network LLC | 9.62% | — | 15,733 | $6.9M |
| Disciplined Investments, LLC | 2.46% | Reduce -0.5% | 15,715 | $6.9M |
| Ted Buchan & Co | 2.48% | Reduce -30.5% | 15,642 | $6.8M |
| MA Private Wealth | 1.15% | Add +0.1% | 15,612 | $6.8M |
| LightSquare Wealth Management, LLC | 5.10% | — | 15,595 | $6.8M |
| West Bancorporation Inc. | 3.39% | Add +14.0% | 15,554 | $6.8M |
| First American Trust, FSB | 0.45% | Reduce -8.7% | 15,378 | $6.7M |
| Wedmont Private Capital | 0.22% | Add +14.3% | 14,700 | $6.7M |
| Yoder Wealth Management, Inc. | 3.06% | Reduce -12.3% | 15,403 | $6.7M |
| Pine Harbor Wealth Management, LLC | 2.00% | Reduce -0.2% | 15,342 | $6.7M |
| High Net Worth Advisory Group LLC | 1.56% | Add +0.1% | 15,308 | $6.7M |
| Prestige Wealth Management Group LLC | 1.30% | Reduce -15.6% | 15,139 | $6.6M |
| Muirfield Wealth Advisors LLC | 4.85% | Reduce -1.3% | 15,082 | $6.6M |
| Pacific Financial Group Inc. | 3.54% | Reduce -9.2% | 15,031 | $6.6M |
| Western Wealth Management, LLC | 0.25% | Add +89.6% | 29,467 | $6.6M |
| Revolve Wealth Partners, LLC | 0.85% | Reduce -3.6% | 14,946 | $6.5M |
| Kingswood Wealth Advisors, LLC | 0.31% | Add +10.4% | 14,941 | $6.5M |
| Alexis Investment Partners, LLC | 4.49% | Add +23.1% | 15,523 | $6.5M |
| Cohen Klingenstein LLC | 0.21% | Add +0.5% | 14,925 | $6.5M |
| Glen Eagle Advisors, LLC | 0.91% | Reduce -7.0% | 14,915 | $6.5M |
| Hill Island Financial LLC | 1.58% | Reduce -3.2% | 14,901 | $6.5M |
| NCM Capital Management, LLC | 2.33% | Add +2.7% | 14,894 | $6.5M |
| Panoramic Investment Advisors, LLC | 3.52% | Add +7.8% | 14,888 | $6.5M |
| Infinity Wealth Counsel, LLC | 5.97% | Add +0.3% | 14,884 | $6.5M |
| Institute for Wealth Management, LLC. | 0.70% | Add +21.7% | 14,859 | $6.5M |
| IMC-Chicago, LLC | 0.10% | New | 14,717 | $6.4M |
| Stone Summit Wealth LLC | 1.78% | Reduce -6.9% | 14,651 | $6.4M |
| Security Financial Services, INC. | 1.01% | Add +0.0% | 14,628 | $6.4M |
| Laraway Financial Advisors Inc | 4.48% | Add +0.0% | 14,599 | $6.4M |
| Evolve Private Wealth, LLC | 0.34% | Add +895.7% | 14,577 | $6.4M |
| MSH Capital Advisors LLC | 1.35% | Add +22.3% | 14,564 | $6.4M |
| Trust Co. of Toledo NA | 0.60% | Add +15.8% | 14,527 | $6.3M |
| Diversified Enterprises, LLC | 0.35% | Reduce -0.7% | 14,478 | $6.3M |
| Advisory Alpha, LLC | 0.17% | Reduce -0.8% | 14,372 | $6.3M |
| Winthrop Capital Management, LLC | 1.59% | Add +1.8% | 14,216 | $6.2M |
| OneAscent Financial Services LLC | 0.34% | Add +26.8% | 14,192 | $6.2M |
| FF Advisors,LLC | 2.50% | Add +579.4% | 75,306 | $6.2M |
| GFS Advisors, LLC | 0.40% | Add +608.7% | 92,778 | $6.2M |
| 55 North Private Wealth, LLC | 1.58% | Reduce -2.3% | 14,101 | $6.2M |
| Insight Advisors, LLC/ PA | 1.17% | Reduce -1.8% | 14,072 | $6.1M |
| Capital Planning Advisors, LLC | 0.89% | Reduce -2.4% | 14,045 | $6.1M |
| Journey Beyond Wealth, LLC | 5.27% | Add +2.8% | 14,036 | $6.1M |
| Richardson Financial Services Inc. | 3.80% | Add +0.3% | 13,893 | $6.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.09% | No change | 13,847 | $6.0M |
| Cascade Wealth Advisors, Inc | 2.65% | Add +499.1% | 69,558 | $6.0M |
| Valmark Advisers, Inc. | 0.07% | Add +7.4% | 13,829 | $6.0M |
| North Star Asset Management Inc. | 0.26% | Add +120.9% | 13,821 | $6.0M |
| Smith, Moore & Co. | 0.44% | Add +3.7% | 13,782 | $6.0M |
| Ironwood Financial, llc | 1.04% | Add +112.0% | 13,654 | $6.0M |
| Brown Brothers Harriman & Co. | 0.03% | Reduce -1.3% | 13,604 | $5.9M |
| U.S. Capital Wealth Advisors, LLC | 0.15% | Add +36.1% | 13,500 | $5.9M |
| Compton Wealth Advisory Group, LLC | 1.31% | Reduce -0.7% | 13,277 | $5.9M |
| Fiduciary Financial Advisors | 5.22% | — | 13,408 | $5.9M |
| Pallas Capital Advisors LLC | 0.22% | Add +23.6% | 13,241 | $5.8M |
| Councilor Wealth, LLC | 2.79% | Add +19.4% | 13,136 | $5.7M |
| Three Bearings Fiduciary Advisors, Inc. | 5.55% | No change | 13,126 | $5.7M |
| Altiora Financial Group, LLC | 0.94% | Reduce -0.7% | 13,079 | $5.7M |
| Quadcap Wealth Management, LLC | 0.65% | Reduce -1.6% | 13,073 | $5.7M |
| Hengehold Capital Management LLC | 0.50% | Add +1.9% | 13,061 | $5.7M |
| Manuka Financial, LLC | 3.52% | Reduce -0.9% | 13,040 | $5.7M |
| Empower Advisory Group, LLC | 0.01% | Reduce -12.5% | 13,001 | $5.7M |
| Donaldson Capital Management, LLC | 0.18% | Reduce -0.6% | 12,959 | $5.7M |
| Nestegg Advisors, Inc. | 4.95% | Add +1.9% | 12,916 | $5.6M |
| Focus Financial Network, Inc. | 0.20% | Add +8.3% | 12,904 | $5.6M |
| Dopkins Wealth Management, LLC | 2.26% | Add +0.0% | 12,896 | $5.6M |
| Platform Technology Partners | 1.08% | Add +6.1% | 12,865 | $5.6M |
| Sax Wealth Advisors, LLC | 0.27% | No change | 11,477 | $5.6M |
| Bawa N Mallick Trust | 2.28% | No change | 12,750 | $5.6M |
| QRG Capital Management, Inc. | 0.06% | Reduce -4.9% | 12,734 | $5.6M |
| AlphaCore Capital LLC | 0.13% | Reduce -73.5% | 12,691 | $5.5M |
| Carnegie Investment Counsel | 0.11% | Reduce -2.3% | 12,647 | $5.5M |
| RMG Wealth Management LLC | 0.64% | Add +8334.0% | 63,086 | $5.5M |
| Rossby Financial, LCC | 1.15% | Add +50.0% | 12,500 | $5.5M |
| Drucker Wealth 3.0, LLC | 0.96% | Reduce -1.9% | 12,630 | $5.5M |
| City State Bank | 1.43% | Add +9.9% | 12,609 | $5.5M |
| TPG Financial Advisors, LLC | 1.79% | Reduce -6.4% | 12,600 | $5.5M |
| BCS Wealth Management | 1.12% | Reduce -49.3% | 12,582 | $5.5M |
| Roman Butler Fullerton & Co. | 1.50% | Reduce -1.1% | 11,934 | $5.5M |
| Aptus Capital Advisors, LLC | 0.05% | Reduce -10.4% | 12,473 | $5.4M |
| Jefferson Bridge Capital, LLC | 5.40% | Add +2.0% | 12,446 | $5.4M |
| Fulcrum Capital LLC | 1.18% | Add +17.9% | 12,427 | $5.4M |
| Churchill Financial Advisors, LLC | 1.14% | Add +28.3% | 12,387 | $5.4M |
| Willis Johnson & Associates, Inc. | 0.31% | Reduce -10.9% | 12,352 | $5.4M |
| Aspiriant, LLC | 0.15% | Reduce -4.5% | 12,334 | $5.4M |
| Earned Wealth Advisors, LLC | 0.36% | Add +8.4% | 12,280 | $5.4M |
| Davidson Trust Co. | 2.31% | Add +7.9% | 12,266 | $5.4M |
| Fourth Dimension Wealth, LLC | 2.03% | Reduce -13.2% | 12,241 | $5.3M |
| Battery Global Advisors, LLC | 2.87% | Reduce -94.8% | 12,241 | $5.3M |
| Madison Asset Management, LLC | 0.07% | Add +11.3% | 12,199 | $5.3M |
| Culbertson A N & Co. Inc. | 0.69% | Reduce -5.9% | 12,191 | $5.3M |
| Kuhn & Co Investment Counsel | 3.43% | Add +18.4% | 12,178 | $5.3M |
| Indivisible Partners | 0.47% | Reduce -1.6% | 12,005 | $5.3M |
| Bluedoor Private Wealth, LLC | 2.46% | Reduce -0.8% | 12,145 | $5.3M |
| Barrett & Company, Inc. | 1.81% | Reduce -4.5% | 12,075 | $5.3M |
| Sendero Wealth Management, LLC | 0.58% | Add +102.1% | 12,021 | $5.3M |
| HUB Investment Partners, LLC | 0.13% | Add +389.8% | 12,010 | $5.2M |
| Sentinel Pension Advisors, LLC | 0.77% | Reduce -0.7% | 11,962 | $5.2M |
| Foronjy Financial LLC | 2.17% | Add +6.3% | 11,948 | $5.2M |
| HighPoint Advisor Group LLC | 0.22% | Add +3.6% | 11,940 | $5.2M |
| Ciovacco Capital Management LLC | 3.03% | Reduce -0.8% | 11,912 | $5.2M |
| Tempo Wealth, LLC | 0.90% | Reduce -5.1% | 11,845 | $5.2M |
| Strategic Financial Partners, Ltd. | 2.23% | Reduce -6.6% | 11,835 | $5.2M |
| Family CFO Inc | 2.31% | No change | 11,825 | $5.2M |
| Wilmington Savings Fund Society, FSB | 0.12% | Reduce -4.0% | 11,741 | $5.1M |
| Finward Bancorp | 4.08% | Reduce -3.5% | 11,688 | $5.1M |
| Hexagon Capital Partners LLC | 0.74% | Reduce -3.1% | 11,639 | $5.1M |
| Choate Investment Advisors | 0.10% | Reduce -6.0% | 11,590 | $5.1M |
| EnRich Financial Partners LLC | 1.34% | Add +0.9% | 11,581 | $5.1M |
| FDx Advisors, Inc. | 1.61% | Add +0.7% | 11,557 | $5.0M |
| Bison Wealth, LLC | 0.49% | Add +481.1% | 57,339 | $5.0M |
| Bay Rivers Group | 2.09% | Add +3.1% | 11,462 | $5.0M |
| Gilliland Jeter Wealth Management LLC | 1.48% | Add +0.3% | 11,453 | $5.0M |
| Keybank National Association | 0.02% | Reduce -4.1% | 11,436 | $5.0M |
| Petix & Botte Co | 2.23% | Reduce -50.2% | 11,424 | $5.0M |
| Bryn Mawr Trust Advisors, LLC | 0.24% | Add +1.1% | 11,418 | $5.0M |
| Acorn Financial Advisory Services Inc. | 0.68% | Reduce -78.2% | 11,406 | $5.0M |
| Causey Wealth LLC | 2.11% | Reduce -1.3% | 11,396 | $5.0M |
| Moors & Cabot, Inc. | 0.21% | Add +19.4% | 11,379 | $5.0M |
| Leavell Investment Management, Inc. | 0.20% | Add +1.8% | 11,348 | $5.0M |
| Dynamic Advisor Solutions LLC | 0.15% | Reduce -22.3% | 11,233 | $4.9M |
| Goodman Advisory Group, LLC | 1.27% | Reduce -38.6% | 11,179 | $4.9M |
| Angeles Investment Advisors, LLC | 0.33% | Reduce -19.3% | 11,179 | $4.9M |
| BridgePort Financial Solutions, LLC | 1.38% | Add +10.4% | 11,138 | $4.9M |
| Wescott Financial Advisory Group, LLC | 0.43% | Reduce -5.6% | 11,133 | $4.9M |
| Composition Wealth, LLC | 0.07% | Reduce -15.1% | 11,130 | $4.9M |
| Idaho Trust Co | 1.58% | Reduce -21.1% | 11,126 | $4.9M |
| Clarity Capital Advisors, LLC | 2.26% | Reduce -1.8% | 11,111 | $4.9M |
| FSM Wealth Advisors, LLC | 0.62% | Reduce -1.4% | 11,110 | $4.9M |
| United Advisor Group, LLC | 0.60% | Add +9.3% | 11,098 | $4.8M |
| Jennison Associates LLC | 0.00% | Reduce -9.1% | 11,069 | $4.8M |
| Blueprint Financial Advisors LLC | 0.72% | Reduce -25.8% | 11,066 | $4.8M |
| KTF Investments, LLC | 0.82% | Reduce -8.6% | 11,020 | $4.8M |
| Ballentine Partners, LLC | 0.07% | Add +69.7% | 11,015 | $4.8M |
| Absolute Capital Management, LLC | 1.58% | Add +12.2% | 10,899 | $4.8M |
| Leo H. Evart, Inc. | 4.07% | — | 10,895 | $4.8M |
| Blue Trust, Inc. | 0.05% | Add +11.8% | 10,880 | $4.8M |
| Ascent Group, LLC | 0.16% | Reduce -3.3% | 10,799 | $4.7M |
| Great Lakes Advisors, LLC | 0.04% | Reduce -1.8% | 10,783 | $4.7M |
| Chris Bulman Inc | 2.06% | Reduce -5.6% | 10,767 | $4.7M |
| Equitable Trust Co. | 0.22% | Reduce -6.3% | 10,751 | $4.7M |
| Community Bank of Raymore | 3.14% | Add +0.5% | 10,750 | $4.7M |
| CX Institutional | 0.14% | Reduce -18.6% | 10,613 | $4.6M |
| Asset Allocation & Management Company, LLC | 1.72% | Reduce -13.4% | 10,559 | $4.6M |
| Argent Trust Co | 0.16% | Add +37.1% | 10,548 | $4.6M |
| SteelPeak Wealth, LLC | 0.14% | Reduce -4.7% | 10,536 | $4.6M |
| Alexander Labrunerie & Co., Inc. | 1.73% | Reduce -3.3% | 10,518 | $4.6M |
| Nomura Asset Management Co. Ltd. | 0.01% | New | 10,500 | $4.6M |
| Catalyst Private Wealth, LLC | 2.47% | Reduce -3.7% | 10,449 | $4.6M |
| NorthStar Asset Management LLC | 2.20% | Add +0.8% | 10,443 | $4.6M |
| Kwmg, LLC | 0.38% | Add +0.7% | 10,425 | $4.6M |
| Fortis Group Advisors, LLC | 0.75% | Add +464.5% | 54,118 | $4.5M |
| Arsenal Capital Advisors LLC | 3.27% | Add +106.1% | 10,325 | $4.5M |
| Opinicus Capital, Inc. | 3.17% | Add +0.6% | 10,290 | $4.5M |
| Droms Strauss Advisors Inc. /Mo/ | 1.17% | Reduce -8.5% | 10,279 | $4.5M |
| Grandview Asset Management LLC | 1.31% | Reduce -9.4% | 10,276 | $4.5M |
| Planning Directions Inc. | 2.26% | Reduce -4.0% | 10,240 | $4.5M |
| Sandy Cove Advisors, LLC | 1.34% | Add +1.2% | 10,220 | $4.5M |
| Evercore Wealth Management, LLC | 0.07% | No change | 10,202 | $4.5M |
| Lodestar Private Asset Management LLC | 0.44% | Reduce -3.4% | 10,195 | $4.5M |
| United Community Bank | 1.47% | Add +42.0% | 10,118 | $4.4M |
| SOA Wealth Advisors, LLC. | 0.83% | Reduce -0.1% | 10,108 | $4.4M |
| Caliber Wealth Management, LLC / KS | 0.48% | Reduce -1.8% | 10,102 | $4.4M |
| Lewis Asset Management, LLC | 1.80% | Reduce -1.4% | 10,094 | $4.4M |
| Cozad Asset Management Inc. | 0.35% | Add +2.8% | 10,077 | $4.4M |
| Primoris Wealth Advisors, LLC | 3.08% | Add +11.3% | 10,056 | $4.4M |
| PFG Investments, LLC | 0.20% | Add +10.4% | 10,033 | $4.4M |
| Daymark Wealth Partners, LLC | 0.14% | Reduce -0.3% | 10,018 | $4.4M |
| Troutman Wealth Management, LLC | 3.65% | Reduce -0.8% | 10,015 | $4.4M |
| Nixon Peabody Trust Co. | 0.35% | Add +1.8% | 9,996 | $4.4M |
| Diversify Wealth Management, LLC | 0.08% | Add +1672.4% | 52,710 | $4.4M |
| Whittier Trust Co. of Nevada Inc. | 0.09% | No change | 9,777 | $4.3M |
| XTX Topco Ltd | 0.07% | New | 9,872 | $4.3M |
| WBH Advisory Inc. | 0.32% | Reduce -8.1% | 9,734 | $4.3M |
| Sutton Place Investors LLC | 2.34% | Add +0.5% | 9,802 | $4.3M |
| KCM Investment Advisors LLC | 0.14% | Add +0.3% | 9,794 | $4.3M |
| Wick Capital Partners, LLC | 0.78% | Reduce -4.4% | 9,790 | $4.3M |
| Parsons Capital Management Inc. | 0.20% | Reduce -1.4% | 9,788 | $4.3M |
| Victory Capital Management Inc. | 0.00% | Reduce -40.9% | 9,766 | $4.3M |
| Quest 10 Wealth Builders, Inc. | 3.74% | Reduce -0.5% | 9,758 | $4.3M |
| Birchcreek Wealth Management, LLC | 2.04% | Reduce -0.1% | 9,698 | $4.2M |
| Tradition Wealth Management, LLC | 0.30% | Reduce -2.5% | 9,648 | $4.2M |
| Charter Oak Capital Management, LLC | 0.33% | Add +5.8% | 9,617 | $4.2M |
| Montag A & Associates Inc. | 0.19% | Reduce -20.7% | 9,561 | $4.2M |
| Cassaday & Co Wealth Management LLC | 0.09% | Add +0.1% | 9,548 | $4.2M |
| Strategic Family Wealth Counselors, L.L.C. | 1.09% | Add +0.3% | 9,538 | $4.2M |
| Covington Investment Advisors Inc. | 0.61% | Add +5.8% | 9,497 | $4.1M |
| Laird Norton Wetherby Trust Company, LLC | 0.09% | Reduce -5.3% | 9,487 | $4.1M |
| Prospera Capital Management, LLC | 2.07% | Reduce -1.9% | 9,427 | $4.1M |
| Bravias Capital Group, LLC | 2.69% | Reduce -5.8% | 9,403 | $4.1M |
| Calder Financial LLC | 4.07% | Reduce -1.0% | 9,284 | $4.1M |
| Mezzasalma Advisors, LLC | 1.04% | Add +9.8% | 19,805 | $4.1M |
| Glass Jacobson Investment Advisors llc | 1.40% | Reduce -1.5% | 9,309 | $4.1M |
| AlTi Global, Inc. | 0.09% | No change | 9,285 | $4.1M |
| American Capital Advisory, LLC | 1.63% | Add +10.3% | 9,213 | $4.0M |
| Madison Wealth Partners, Inc | 0.64% | Add +3.0% | 9,189 | $4.0M |
| Veridan Wealth LLC | 1.51% | Reduce -2.3% | 9,189 | $4.0M |
| Axis Wealth Partners, LLC | 2.13% | Add +9.6% | 9,186 | $4.0M |
| KG Capital Management | 2.87% | Reduce -16.6% | 9,178 | $4.0M |
| 1900 Wealth Management LLC | 0.26% | Add +0.0% | 9,178 | $4.0M |
| Hillcrest Wealth Advisors - NY, LLC | 1.61% | No change | 9,100 | $4.0M |
| Houlihan Financial Resource Group, Ltd. | 1.55% | Reduce -0.3% | 9,083 | $4.0M |
| Susquehanna International Group, LLP | 0.01% | Reduce -40.7% | 9,053 | $4.0M |
| Anchor Investment Management, LLC | 0.33% | Add +0.4% | 9,035 | $3.9M |
| Barnes Pettey Financial Advisors, LLC | 1.71% | Add +12.0% | 9,003 | $3.9M |
| Fiducient Advisors LLC | 0.51% | Add +3.0% | 8,988 | $3.9M |
| HORAN Wealth, LLC | 0.37% | Add +100.0% | 8,292 | $3.9M |
| WoodTrust Financial Corp | 0.50% | Reduce -12.5% | 8,939 | $3.9M |
| Global Financial Private Client, LLC | 1.28% | Add +0.6% | 8,933 | $3.9M |
| Center for Financial Planning, Inc. | 0.41% | No change | 8,899 | $3.9M |
| Sound View Wealth Advisors Group, LLC | 0.26% | Reduce -1.4% | 8,894 | $3.9M |
| Fisher Asset Management | 0.00% | Reduce -21.1% | 8,890 | $3.9M |
| St Germain D J Co. Inc. | 0.15% | Reduce -11.8% | 8,889 | $3.9M |
| Kaydan Wealth Management, Inc. | 1.29% | Add +1.8% | 8,866 | $3.9M |
| Allen Investment Management, LLC | 0.05% | Add +0.3% | 8,850 | $3.9M |
| GHP Investment Advisors, Inc. | 0.16% | Add +20.9% | 8,821 | $3.9M |
| Pinnacle Associates Ltd. | 0.05% | Add +4.7% | 8,775 | $3.8M |
| Compass Planning Associates Inc | 2.45% | Add +18.4% | 8,775 | $3.8M |
| Aaron Wealth Advisors LLC | 0.22% | Reduce -1.3% | 8,772 | $3.8M |
| SageView Advisory Group, LLC | 0.14% | Reduce -8.9% | 8,749 | $3.8M |
| Private Wealth Asset Management, LLC | 0.41% | Reduce -11.9% | 8,735 | $3.8M |
| Arcadia Investment Advisors LLC | 1.79% | Reduce -0.4% | 8,658 | $3.8M |
| Stokes Family Office, LLC | 0.39% | Reduce -19.3% | 8,657 | $3.8M |
| Probity Advisors, Inc. | 0.60% | Reduce -0.8% | 8,643 | $3.8M |
| Opus Financial Solutions LLC | 3.54% | Add +0.5% | 8,612 | $3.8M |
| Strategic Financial Concepts, LLC | 0.92% | New | 8,578 | $3.7M |
| Checchi Capital Advisers, LLC | 0.26% | Reduce -93.5% | 8,568 | $3.7M |
| Evermay Wealth Management LLC | 0.41% | Add +10.8% | 8,555 | $3.7M |
| Canvas Wealth Advisors, LLC | 0.63% | Add +5.5% | 8,518 | $3.7M |
| B&D White Capital Company, LLC | 0.46% | Reduce -81.8% | 8,442 | $3.7M |
| Level Wealth Management LLC | 1.72% | Reduce -0.8% | 8,424 | $3.7M |
| Keel Point, LLC | 0.25% | Add +0.1% | 8,399 | $3.7M |
| Forum Financial Management, LP | 0.05% | Add +12.5% | 8,383 | $3.7M |
| Marshall & Sterling Wealth Advisors Inc. | 2.39% | Reduce -13.3% | 8,371 | $3.7M |
| Thoroughbred Financial Services, LLC | 0.22% | Reduce -1.0% | 8,363 | $3.7M |
| Kelleher Financial Advisors | 0.93% | Reduce -3.6% | 8,360 | $3.7M |
| Plancorp, LLC | 0.10% | Reduce -3.8% | 7,919 | $3.7M |
| Westmount Partners, LLC | 0.90% | Add +132.7% | 8,353 | $3.6M |
| Financial Alternatives, Inc | 1.96% | Add +0.7% | 8,342 | $3.6M |
| Stonebridge Financial Planning Group, LLC | 1.34% | Add +3.0% | 8,325 | $3.6M |
| Evoke Wealth, LLC | 0.07% | Add +2.4% | 8,275 | $3.6M |
| Tidal Investments LLC | 0.01% | Reduce -70.9% | 8,225 | $3.6M |
| Summit Trail Advisors, LLC | 0.05% | Reduce -3.1% | 8,221 | $3.6M |
| Tudor Investment Corporation | 0.02% | Add +240.3% | 8,212 | $3.6M |
| Coastline Complete Wealth LLC | 2.22% | Reduce -24.9% | 8,183 | $3.6M |
| Fort Vancouver Investment Management, LLC | 1.81% | Reduce -3.6% | 8,163 | $3.6M |
| Integrated Wealth Management | 4.08% | Reduce -2.0% | 8,137 | $3.6M |
| Ascentis Independent Advisors | 0.27% | Add +48.1% | 8,133 | $3.6M |
| Guyasuta Investment Advisors Inc. | 0.21% | Add +2.8% | 8,127 | $3.5M |
| Xcelsior Advisor Partners LLC | 1.35% | Add +30.2% | 8,095 | $3.5M |
| Raab & Moskowitz Asset Management LLC | 0.78% | Reduce -0.6% | 8,045 | $3.5M |
| Capital Squared Financial LLC | 2.68% | Add +2.5% | 8,043 | $3.5M |
| Compass Financial Group, INC | 0.49% | Reduce -7.0% | 8,032 | $3.5M |
| KFA Private Wealth Group, LLC | 0.84% | Add +15.4% | 8,026 | $3.5M |
| Prospect Financial Services LLC | 2.14% | Reduce -1.4% | 8,024 | $3.5M |
| McAdam, LLC | 0.16% | Add +0.4% | 7,998 | $3.5M |
| Clear Creek Financial Management, LLC | 0.27% | Add +6.1% | 7,993 | $3.5M |
| Allegheny Financial Group | 0.47% | Add +4.2% | 7,990 | $3.5M |
| HHM Wealth Advisors, LLC | 0.40% | Reduce -1.6% | 7,969 | $3.5M |
| Continuum Advisory, LLC | 0.33% | Add +5.5% | 7,967 | $3.5M |
| Moseley Investment Management Inc. | 1.11% | Add +8.7% | 7,942 | $3.5M |
| Forum Private Client Group LLC | 1.16% | Reduce -0.4% | 7,942 | $3.5M |
| Orser Capital Management, LLC | 2.26% | Reduce -1.3% | 7,912 | $3.5M |
| National Philanthropic Trust | 0.04% | Reduce -8.2% | 7,881 | $3.4M |
| RCS Financial Planning, LLC | 1.78% | Add +1.3% | 7,870 | $3.4M |
| RVW Wealth, LLC | 0.27% | Reduce -1.4% | 7,864 | $3.4M |
| Advisor OS, LLC | 0.25% | Add +0.7% | 7,817 | $3.4M |
| Meeder Advisory Services, Inc. | 0.14% | Reduce -5.8% | 7,812 | $3.4M |
| Greystone Financial Group, LLC | 0.96% | Reduce -35.1% | 7,774 | $3.4M |
| Principal Securities, Inc. | 0.05% | Reduce -2.5% | 7,703 | $3.4M |
| Net Worth Advisory Group | 0.70% | Add +10.1% | 7,703 | $3.4M |
| Aspen Grove Capital, LLC | 0.65% | Add +0.1% | 7,664 | $3.3M |
| Vines Capital Management, LLC | 3.31% | Reduce -4.4% | 7,657 | $3.3M |
| Oxford Wealth Group, LLC | 1.83% | Reduce -9.0% | 7,654 | $3.3M |
| Hanover Advisors Inc. | 1.35% | Add +0.9% | 7,619 | $3.3M |
| Southland Equity Partners LLC | 0.65% | Add +9.3% | 7,608 | $3.3M |
| Plante Moran Financial Advisors, LLC | 0.21% | Reduce -7.7% | 7,595 | $3.3M |
| PGIM Custom Harvest LLC | 0.05% | Add +4.1% | 7,592 | $3.3M |
| Coastline Trust Co | 0.33% | No change | 7,590 | $3.3M |
| Embree Financial Group | 0.39% | Reduce -3.7% | 7,567 | $3.3M |
| Old National Bancorp | 0.06% | Reduce -3.0% | 7,558 | $3.3M |
| Clark Capital Management Group, Inc. | 0.02% | Add +12.6% | 7,555 | $3.3M |
| Russell Investments Group, Ltd. | 0.00% | Add +4.7% | 7,533 | $3.3M |
| Bartlett & Co. Wealth Management LLC | 0.04% | Add +469.2% | 39,084 | $3.3M |
| Ashton Thomas Securities, LLC | 0.41% | Add +5.2% | 7,490 | $3.3M |
| Greenleaf Trust | 0.03% | Reduce -9.4% | 7,463 | $3.3M |
| Wilson & Boucher Capital Management, LLC | 2.16% | Reduce -0.1% | 7,441 | $3.2M |
| Covenant Asset Management, LLC | 0.67% | Reduce -0.6% | 7,438 | $3.2M |
| Smithfield Trust Co | 0.14% | Add +0.4% | 7,425 | $3.2M |
| Rothschild Investment LLC | 0.17% | Add +1.0% | 7,427 | $3.2M |
| Cassady Wealth & Retirement Planning, LLC | 1.68% | Add +646.1% | 38,983 | $3.2M |
| JT Stratford LLC | 0.41% | Add +2.2% | 7,409 | $3.2M |
| BKM Wealth Management, LLC | 1.18% | Add +11.3% | 7,406 | $3.2M |
| Wisconsin Wealth Advisors, LLC | 3.18% | Add +0.1% | 7,404 | $3.2M |
| MJP Associates Inc. | 0.39% | Reduce -3.2% | 7,382 | $3.2M |
| Keebeck Wealth Management | 0.36% | Reduce -10.8% | 7,323 | $3.2M |
| Busey Bank | 0.09% | Reduce -1.1% | 7,290 | $3.2M |
| Principal Financial Group Inc. | 0.00% | Add +148.3% | 7,279 | $3.2M |
| Gradient Capital Advisors, LLC | 0.82% | Reduce -17.3% | 7,241 | $3.2M |
| Brindle & Bay Financial Advisors, LLC | 1.94% | Reduce -28.9% | 7,231 | $3.2M |
| ArchPoint Investors | 0.75% | No change | 7,220 | $3.2M |
| Sharpepoint LLC | 1.87% | Add +0.6% | 7,190 | $3.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -17.3% | 43,000 | $3.1M |
| Blom & Howell Financial Planning, Inc. | 3.07% | Reduce -10.7% | 7,156 | $3.1M |
| Diversified Trust Co. | 0.06% | Add +14.9% | 7,010 | $3.1M |
| Elevatus Welath Management | 1.60% | Reduce -19.1% | 7,008 | $3.1M |
| Hoge Financial Services, LLC | 1.64% | Add +1.0% | 7,006 | $3.1M |
| Crestwood Advisors Group, LLC | 0.05% | Add +2.5% | 6,983 | $3.1M |
| MV Capital Management, Inc. | 0.30% | Reduce -0.4% | 6,957 | $3.0M |
| Chicago Capital, LLC | 0.08% | Add +0.2% | 6,933 | $3.0M |
| Empowered Funds, LLC | 0.02% | New | 6,923 | $3.0M |
| Quadrant Private Wealth Management, LLC | 0.47% | Add +20.6% | 6,918 | $3.0M |
| Columbia Asset Management | 0.58% | Add +4.9% | 6,915 | $3.0M |
| Salem Investment Counselors Inc. | 0.09% | Add +17.1% | 6,913 | $3.0M |
| Wealth Enhancement Trust Services, Inc. | 0.36% | No change | 6,898 | $3.0M |
| Greenspring Advisors, LLC | 0.18% | Reduce -0.2% | 6,875 | $3.0M |
| Transcend Capital Advisors, LLC | 0.24% | Reduce -14.1% | 6,832 | $3.0M |
| Sfam, LLC | 2.76% | Reduce -0.2% | 6,817 | $3.0M |
| ProVise Management Group, LLC | 0.21% | Reduce -2.9% | 6,816 | $3.0M |
| Autumn Glory Partners, LLC | 1.09% | Reduce -49.1% | 6,811 | $3.0M |
| Ancora Advisors LLC | 0.06% | Add +0.2% | 6,810 | $3.0M |
| UNIVEST FINANCIAL Corp | 0.17% | Add +1.2% | 6,802 | $3.0M |
| Cary Street Partners Investment Advisory LLC | 0.75% | Add +36.6% | 6,734 | $2.9M |
| Brand Asset Management Group, Inc. | 0.76% | Add +239.2% | 6,730 | $2.9M |
| Caldwell Trust Co | 0.26% | Reduce -0.3% | 6,727 | $2.9M |
| Signal Advisors Wealth, LLC | 0.20% | Reduce -10.2% | 6,624 | $2.9M |
| Genesis Financial Group, LLC | 1.94% | Reduce -1.4% | 6,608 | $2.9M |
| John W. Brooker & Co., CPAs | 4.54% | Add +132.3% | 6,596 | $2.9M |
| Fenimore Asset Management Inc | 0.06% | No change | 6,581 | $2.9M |
| Sagespring Wealth Partners, LLC | 0.05% | Add +3.6% | 6,573 | $2.9M |
| Zinnia Wealth Advisory, LLC | 3.21% | Add +90.7% | 6,569 | $2.9M |
| Flputnam Investment Management Co. | 0.04% | Add +2.1% | 6,564 | $2.9M |
| Smith Salley Wealth Management | 0.14% | Add +3.5% | 6,550 | $2.9M |
| Adirondack Trust Co. | 0.96% | Add +2.3% | 6,533 | $2.9M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1.17% | Reduce -1.1% | 6,509 | $2.8M |
| Main Street Financial Solutions, LLC | 0.21% | Reduce -3.4% | 6,493 | $2.8M |
| Klingman & Associates, LLC | 0.14% | Reduce -6.5% | 6,466 | $2.8M |
| Walter & Keenan Wealth Management LLC /in/ | 0.79% | Reduce -11.6% | 6,427 | $2.8M |
| Outlook Wealth Advisors, LLC | 0.68% | Reduce -21.2% | 6,418 | $2.8M |
| Wells Financial Advisors INC | 12.71% | Reduce -47.3% | 6,398 | $2.8M |
| Faithward Advisors, LLC | 0.40% | Add +35.6% | 6,380 | $2.8M |
| Northern Lights Advisors, Inc. | 1.89% | Add +19.0% | 6,373 | $2.8M |
| Red Wave Investments LLC | 0.83% | Reduce -0.3% | 6,373 | $2.8M |
| Americana Partners, LLC | 0.07% | Add +11.8% | 6,350 | $2.8M |
| Rockwood Wealth Management, LLC | 0.20% | Reduce -0.9% | 6,341 | $2.8M |
| Davis R M Inc. | 0.05% | Add +0.7% | 6,328 | $2.8M |
| Advance Capital Management, Inc. | 0.10% | Reduce -4.5% | 6,322 | $2.8M |
| Fidelis Capital Partners, LLC | 0.20% | Add +10.0% | 6,321 | $2.8M |
| RoundAngle Advisors LLC | 2.06% | Add +1.8% | 6,318 | $2.8M |
| Dorsey & Whitney Trust CO LLC | 0.15% | Reduce -0.9% | 6,300 | $2.8M |
| Independent Wealth Network Inc. | 0.81% | Reduce -4.0% | 6,266 | $2.7M |
| Accurate Wealth Management, LLC | 0.33% | Reduce -28.1% | 5,929 | $2.7M |
| Cfo Capital Management LLC | 2.24% | Add +7.1% | 6,479 | $2.7M |
| Mayflower Financial Advisors, LLC | 0.33% | Add +25.8% | 6,226 | $2.7M |
| Summit Investment Advisory Services, LLC | 1.01% | Reduce -0.4% | 6,220 | $2.7M |
| K2 Financial Inc. | 1.97% | Add +509.8% | 32,708 | $2.7M |
| Fort Sheridan Advisors LLC | 0.33% | Add +8.4% | 6,212 | $2.7M |
| Accretive Wealth Partners, LLC | 0.77% | Add +0.6% | 6,201 | $2.7M |
| Everpar Advisors LLC | 0.93% | Add +9.6% | 6,199 | $2.7M |
| Reynders McVeigh Capital Management, LLC | 0.14% | Reduce -3.7% | 6,173 | $2.7M |
| Transamerica Financial Advisors, LLC | 0.23% | Add +86.1% | 6,158 | $2.7M |
| Geometric Wealth Advisors | 0.34% | No change | 6,149 | $2.7M |
| Motco | 0.25% | Add +1.1% | 6,144 | $2.7M |
| Blue Zone Wealth Advisors, LLC | 0.54% | Add +7.6% | 6,121 | $2.7M |
| Asempa Wealth Advisors | 2.33% | Reduce -4.8% | 6,055 | $2.7M |
| Jane Street Group, LLC | 0.00% | Add +385.9% | 6,117 | $2.7M |
| Stone Loft Wealth Management LLC | 1.91% | Add +23.9% | 6,108 | $2.7M |
| Global Wealth Management Investment Advisory, Inc. | 0.42% | Reduce -4.3% | 6,097 | $2.7M |
| Marex Group Ltd | 0.03% | New | 6,093 | $2.7M |
| Carl P. Sherr & Co., LLC | 1.25% | Add +0.1% | 6,071 | $2.7M |
| Triangle Securities Wealth Management | 0.60% | Add +5.7% | 6,068 | $2.7M |
| Bernicke Wealth Management, Ltd. | 0.34% | Reduce -0.6% | 6,040 | $2.6M |
| Midwest Financial Partners Investments, Inc. | 1.39% | Add +69.3% | 6,016 | $2.6M |
| Latko Wealth Management, Ltd. | 1.28% | Reduce -20.7% | 6,005 | $2.6M |
| SwitchPoint Financial Planning, LLC | 1.78% | Add +0.3% | 6,003 | $2.6M |
| VestGen Investment Management | 1.45% | Reduce -5.0% | 6,000 | $2.6M |
| Jordan Park Group LLC | 0.14% | No change | 6,000 | $2.6M |
| IPG Investment Advisors LLC | 0.45% | No change | 5,989 | $2.6M |
| PW Nova Financial Services LLC | 0.71% | Add +1.8% | 5,986 | $2.6M |
| AAFMAA Wealth Management & Trust LLC | 1.01% | Add +24.1% | 5,973 | $2.6M |
| Winslow Capital Management, LLC | 0.01% | Reduce -57.5% | 5,966 | $2.6M |
| Silver Oak Securities, Incorporated | 0.19% | Add +71.1% | 5,963 | $2.6M |
| Westbourne Investments, Inc. | 1.24% | Reduce -1.0% | 5,957 | $2.6M |
| American Institute for Advanced Investment Management, LLP | 1.68% | Reduce -4.8% | 5,934 | $2.6M |
| Private Trust Co. NA | 0.23% | Reduce -4.0% | 5,926 | $2.6M |
| L. Roy Papp & Associates, LLP | 0.30% | Reduce -2.4% | 5,898 | $2.6M |
| Ade, LLC | 1.23% | Reduce -0.4% | 5,867 | $2.6M |
| Jackson Hole Capital Partners, LLC | 0.42% | No change | 5,865 | $2.6M |
| RS Crum Inc. | 0.50% | Add +0.3% | 5,860 | $2.6M |
| SageGuard Financial Group, LLC | 0.40% | Reduce -3.8% | 5,847 | $2.6M |
| Ewa, LLC | 0.57% | Add +0.1% | 5,783 | $2.5M |
| MilWealth Group LLC | 0.60% | Reduce -0.6% | 5,757 | $2.5M |
| Silver Coast Investments LLC | 0.80% | Add +17.8% | 5,752 | $2.5M |
| Compass Capital Corp. /Ma/ | 0.90% | Add +884.6% | 29,026 | $2.5M |
| Wingate Wealth Advisors, Inc. | 1.34% | Add +10.1% | 5,722 | $2.5M |
| Freestone Capital Holdings, LLC | 0.08% | Add +26.3% | 5,718 | $2.5M |
| Y-Intercept (Hong Kong) Ltd | 0.05% | New | 5,702 | $2.5M |
| Hancock Whitney Corp. | 0.04% | Add +107.7% | 11,925 | $2.5M |
| Safe Harbor Fiduciary, LLC | 2.36% | Add +6.1% | 5,683 | $2.5M |
| Convergence Financial, LLC | 0.26% | Add +90.7% | 5,678 | $2.5M |
| Fulton Bank, N.A. | 0.09% | No change | 5,666 | $2.5M |
| Medallion Wealth Advisors, LLC | 0.81% | Reduce -0.4% | 5,646 | $2.5M |
| SKY-Mountain Capital Management, Inc. | 1.77% | Reduce -1.6% | 5,650 | $2.5M |
| Patten & Patten Inc. | 0.15% | Add +3.9% | 5,649 | $2.5M |
| Apeiron RIA LLC | 0.57% | Reduce -4.6% | 5,636 | $2.5M |
| Investor's Fiduciary Advisor Network, LLC | 0.75% | Add +5.5% | 5,594 | $2.4M |
| Tannin Capital LLC | 1.77% | Add +1.1% | 5,589 | $2.4M |
| Bridges Investment Management Inc. | 0.03% | Add +4.7% | 5,548 | $2.4M |
| Key Financial Inc | 0.43% | Add +3.6% | 5,527 | $2.4M |
| Retirement Income Solutions, Inc. | 0.41% | No change | 5,521 | $2.4M |
| Wealth Effects LLC | 0.84% | No change | 5,453 | $2.4M |
| Millennium Management | 0.00% | Reduce -16.3% | 5,440 | $2.4M |
| CDM Financial Counseling Services, Inc. | 2.25% | Add +11.5% | 5,393 | $2.4M |
| Peapack Gladstone Financial Corp. | 0.03% | Reduce -2.4% | 5,384 | $2.4M |
| Oxford Financial Group, LTD. LLC | 0.13% | No change | 5,352 | $2.3M |
| Atlas Legacy Advisors, LLC | 0.43% | Add +4.4% | 5,343 | $2.3M |
| TMB Capital Partners, LLC | 0.78% | Add +26.8% | 5,323 | $2.3M |
| Haverford Trust Co | 0.02% | Add +100.8% | 5,322 | $2.3M |
| Paragon Private Wealth Management, LLC | 0.73% | Add +11.8% | 5,316 | $2.3M |
| Synergy Asset Management, LLC | 0.24% | Add +17.0% | 5,279 | $2.3M |
| Harbour Capital Advisors, LLC | 0.44% | Add +462.7% | 27,726 | $2.3M |
| Guardsman Private Capital Management, Inc. | 1.79% | Reduce -23.9% | 5,253 | $2.3M |
| Norris Perne & French LLP | 0.11% | Reduce -8.5% | 5,250 | $2.3M |
| Truefg, LLC | 0.61% | Reduce -0.6% | 5,243 | $2.3M |
| Simplicity Wealth,LLC | 0.13% | Add +0.1% | 5,242 | $2.3M |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 2.06% | Add +7.7% | 5,239 | $2.3M |
| BXM Wealth LLC | 1.76% | Add +6.8% | 5,235 | $2.3M |
| Serenity Investment Advisors | 1.07% | Add +1124.1% | 26,061 | $2.3M |
| Legacy Financial Group LLC | 0.29% | Reduce -1.4% | 5,221 | $2.3M |
| Insigneo Advisory Services, LLC | 0.16% | Reduce -0.4% | 5,218 | $2.3M |
| Ritter Daniher Financial Advisory LLC / DE | 0.39% | Reduce -1.1% | 5,213 | $2.3M |
| Evergreen Wealth Management, LLC | 1.17% | Reduce -0.0% | 5,208 | $2.3M |
| Marco Investment Management LLC | 0.17% | Add +0.9% | 5,195 | $2.3M |
| HSBC Holdings PLC | 0.00% | New | 5,168 | $2.3M |
| Sovran Advisors, LLC | 0.18% | Add +502.8% | 27,100 | $2.3M |
| Sunbelt Securities, Inc. | 0.14% | Add +2.1% | 5,145 | $2.2M |
| Pinnacle Bancorp, Inc. | 0.66% | Add +0.2% | 5,129 | $2.2M |
| Greenhouse Wealth Management, LLC | 1.39% | Reduce -0.3% | 5,129 | $2.2M |
| Legacy Advisors, LLC | 0.26% | Add +54.5% | 5,120 | $2.2M |
| Sagace Wealth Management LLC | 1.51% | Reduce -19.0% | 5,090 | $2.2M |
| Integrated Advisors Network LLC | 0.12% | Reduce -3.6% | 5,078 | $2.2M |
| Next Capital Management LLC | 0.67% | Add +2.5% | 5,067 | $2.2M |
| CVA Family Office, LLC | 0.23% | Add +68.9% | 5,065 | $2.2M |
| May Hill Capital, LLC | 0.55% | Add +0.0% | 5,055 | $2.2M |
| Silverlake Wealth Management LLC | 0.47% | Add +212.3% | 5,053 | $2.2M |
| Liberty Wealth Management LLC | 0.27% | Add +6.0% | 5,020 | $2.2M |
| Iron Gate Global Advisors LLC | 0.23% | Reduce -4.2% | 5,018 | $2.2M |
| Compass Ion Advisors, LLC | 0.21% | Add +1.5% | 5,013 | $2.2M |
| KPP Advisory Services LLC | 0.32% | Add +2.7% | 5,013 | $2.2M |
| Wealth Watch Advisors, INC | 0.92% | Add +7.7% | 5,005 | $2.2M |
| DT Investment Partners, LLC | 0.18% | Reduce -0.2% | 4,968 | $2.2M |
| Fjell Capital, LLC | 1.66% | Reduce -24.2% | 4,948 | $2.2M |
| Stratos Wealth Advisors, LLC | 0.13% | Add +1.2% | 4,940 | $2.2M |
| Hanson & Doremus Investment Management | 0.25% | Add +2.6% | 4,894 | $2.1M |
| EFG International AG | 0.05% | Add +273.4% | 4,880 | $2.1M |
| KLCM Advisors, Inc. | 0.18% | Reduce -0.5% | 4,866 | $2.1M |
| Cardinal Point Capital Management ULC | 0.13% | New | 4,866 | $2.1M |
| Balefire, LLC | 0.40% | Add +5.7% | 4,860 | $2.1M |
| CBM Financial, LLC | 1.32% | Add +488.2% | 25,581 | $2.1M |
| Harbor Group, Inc. | 0.30% | Add +30.7% | 4,824 | $2.1M |
| Asset Dedication, LLC | 0.15% | Add +2.6% | 4,824 | $2.1M |
| Larson Financial Group LLC | 0.07% | Add +2.4% | 4,824 | $2.1M |
| Occidental Asset Management, LLC | 0.25% | Add +0.4% | 4,822 | $2.1M |
| Camarda Financial Advisors, LLC | 1.11% | Reduce -0.5% | 4,818 | $2.1M |
| Evanson Asset Management, LLC | 0.11% | Reduce -0.3% | 4,817 | $2.1M |
| Powell Investment Advisors, LLC | 0.72% | Add +0.0% | 4,794 | $2.1M |
| Kirtland Hills Capital Management, LLC | 0.66% | Add +741.0% | 25,104 | $2.1M |
| Barnes Wealth Management Group, Inc | 1.05% | Add +2.6% | 4,755 | $2.1M |
| Element Squared LLC | 1.16% | Add +2.0% | 4,724 | $2.1M |
| Bridgewater Advisors Inc. | 0.12% | Add +322.7% | 23,567 | $2.1M |
| Trilogy Capital Inc. | 0.09% | Add +2.7% | 4,692 | $2.0M |
| Ballast Financial Advisors LLC | 2.09% | Add +2.0% | 4,666 | $2.0M |
| Prosperity Consulting Group, LLC | 0.09% | Add +1.8% | 4,627 | $2.0M |
| Shelton Capital Management | 0.04% | Add +56.6% | 4,829 | $2.0M |
| CGC Financial Services, LLC | 0.58% | Add +7.8% | 4,616 | $2.0M |
| Tectonic Advisors LLC | 0.11% | Add +1.7% | 4,614 | $2.0M |
| Pecaut & Co. | 0.65% | Reduce -3.7% | 4,608 | $2.0M |
| Icon Wealth Advisors, LLC | 0.13% | Add +506.9% | 24,343 | $2.0M |
| Goldstein Advisors, LLC | 0.22% | Add +5.2% | 4,577 | $2.0M |
| United Bank | 0.26% | No change | 4,574 | $2.0M |
| Retirement Planning Co of New England, Inc. | 0.81% | Add +2.6% | 4,562 | $2.0M |
| Modern Wealth Management, LLC | 0.03% | Reduce -3.0% | 4,500 | $2.0M |
| Raffa Wealth Management, LLC | 0.31% | New | 4,547 | $2.0M |
| Rollins Financial Advisors, LLC | 0.31% | Add +3.0% | 4,526 | $2.0M |
| Congress Asset Management Co. | 0.01% | Reduce -21.0% | 4,523 | $2.0M |
| GM Advisory Group, LLC | 0.08% | Add +0.2% | 4,518 | $2.0M |
| Birnam Oak Advisors, LP | 0.54% | No change | 27,100 | $2.0M |
| WESPAC Advisors SoCal, LLC | 0.42% | Reduce -20.2% | 4,500 | $2.0M |
| Cane Capital Partners, LLC | 0.87% | Add +96.7% | 4,499 | $2.0M |
| Olde Wealth Management, LLC | 0.62% | Reduce -2.4% | 4,489 | $2.0M |
| Bedel Financial Consulting, Inc. | 0.23% | Add +0.3% | 4,483 | $2.0M |
| Orin Green Financial, LLC | 0.80% | Reduce -0.2% | 4,482 | $2.0M |
| Alta Wealth Advisors LLC | 0.63% | Add +6.1% | 4,475 | $2.0M |
| Capital Investment Counsel, LLC | 0.27% | Reduce -1.1% | 4,472 | $2.0M |
| Clarendon Private LLC | 1.50% | Add +0.1% | 4,458 | $1.9M |
| Douglass Winthrop Advisors, LLC | 0.04% | Add +0.6% | 4,456 | $1.9M |
| Glenview Trust Co | 0.03% | Add +6.8% | 4,428 | $1.9M |
| Sunburst Financial Group, LLC | 0.37% | Reduce -24.0% | 4,415 | $1.9M |
| Mission Creek Capital Partners, Inc. | 0.38% | Reduce -0.5% | 4,414 | $1.9M |
| Maia Wealth LLC | 0.33% | Reduce -8.2% | 4,398 | $1.9M |
| World Equity Group, Inc. | 0.50% | Reduce -11.9% | 4,393 | $1.9M |
| CWA Asset Management Group, LLC | 0.07% | Reduce -13.7% | 4,387 | $1.9M |
| Founders Financial Alliance, LLC | 0.34% | Reduce -3.3% | 4,379 | $1.9M |
| Nicholas Hoffman & Company, LLC. | 0.04% | Add +1.3% | 4,375 | $1.9M |
| Obsidian Cio, LLC | 1.71% | Add +27.7% | 4,361 | $1.9M |
| Graves Light Lenhart Wealth, Inc. | 0.20% | Add +0.1% | 4,356 | $1.9M |
| 49 Wealth Management, LLC | 0.14% | Add +402.8% | 4,349 | $1.9M |
| Aprio Wealth Management, LLC | 0.10% | Add +34.8% | 4,346 | $1.9M |
| Mogy Joel R Investment Counsel Inc. | 0.12% | Add +22.6% | 4,333 | $1.9M |
| RTD Financial Advisors, Inc. | 0.23% | Add +63.2% | 4,327 | $1.9M |
| Proactive Wealth Strategies LLC | 0.36% | Add +207.8% | 4,319 | $1.9M |
| Accel Wealth Management | 0.49% | Add +3.1% | 4,324 | $1.9M |
| Ferguson Wellman Capital Management, Inc. | 0.03% | Add +5.9% | 4,310 | $1.9M |
| Obermeyer Wealth Partners | 0.09% | Add +3.1% | 4,306 | $1.9M |
| Walkner Condon Financial Advisors LLC | 0.25% | Reduce -1.6% | 4,304 | $1.9M |
| Community Trust & Investment Co. | 0.10% | No change | 4,301 | $1.9M |
| Cypress Point Wealth Management, LLC | 0.40% | Add +0.1% | 4,300 | $1.9M |
| MOKAN Wealth Management Inc. | 0.83% | Reduce -81.7% | 4,277 | $1.9M |
| Saiph Capital, LLC | 0.71% | Add +1.5% | 4,279 | $1.9M |
| Retirement Guys Formula LLC | 0.86% | Add +6.7% | 4,518 | $1.9M |
| International Assets Investment Management, LLC | 0.13% | Add +0.6% | 4,226 | $1.9M |
| Staley Capital Advisers Inc. | 0.08% | Reduce -0.3% | 4,269 | $1.9M |
| Kearns & Associates LLC | 1.00% | No change | 4,267 | $1.9M |
| Boyd Wealth Management, LLC | 0.79% | Add +1.4% | 4,262 | $1.9M |
| Bravera Wealth | 0.83% | Add +47.6% | 4,240 | $1.9M |
| Kane Investment Management, Inc. | 0.95% | Reduce -13.4% | 4,230 | $1.8M |
| Madden Advisory Services, Inc. | 0.73% | Add +1.6% | 4,227 | $1.8M |
| Wealth Preservation Advisors, LLC | 1.53% | Reduce -26.3% | 4,218 | $1.8M |
| Whittier Trust Co. | 0.02% | Reduce -20.5% | 4,148 | $1.8M |
| Foguth Wealth Management, LLC. | 0.21% | Add +310.5% | 20,488 | $1.8M |
| REDW Wealth LLC | 0.73% | Reduce -27.0% | 4,200 | $1.8M |
| Daybright Advisory Services, Inc. | 0.51% | Reduce -14.3% | 4,198 | $1.8M |
| Compass Advisory Group LLC | 0.49% | Add +0.1% | 4,193 | $1.8M |
| White Knight Strategic Wealth Advisors, LLC | 1.54% | Reduce -0.2% | 4,191 | $1.8M |
| Tandem Capital Management Corp. | 0.92% | Reduce -0.3% | 4,191 | $1.8M |
| Vision Retirement, LLC | 0.52% | Add +689.6% | 4,185 | $1.8M |
| Kestra Investment Management, LLC | 0.03% | Reduce -30.2% | 4,182 | $1.8M |
| Juncture Wealth Strategies, LLC | 0.61% | Add +17.3% | 4,178 | $1.8M |
| DeLarme Wealth Management, Inc. | 1.18% | Add +18.2% | 4,177 | $1.8M |
| First Trust Advisors LP | 0.00% | Add +0.5% | 4,166 | $1.8M |
| TD Waterhouse Canada Inc. | 0.01% | Add +3.0% | 4,124 | $1.8M |
| Next Level Private LLC | 0.41% | Reduce -0.8% | 4,164 | $1.8M |
| Mason Investment Advisory Services, Inc. | 0.08% | Add +149.1% | 4,163 | $1.8M |
| Allstreet Capital Advisors LLC | 1.34% | Reduce -7.0% | 4,158 | $1.8M |
| Detalus Advisors, LLC | 0.41% | Add +4.3% | 4,152 | $1.8M |
| Manchester Capital Management LLC | 0.26% | Add +22.3% | 4,146 | $1.8M |
| Jaffetilchin Investment Partners, LLC | 0.11% | Add +1.3% | 4,141 | $1.8M |
| Marquette Asset Management, LLC | 0.27% | Reduce -3.2% | 4,139 | $1.8M |
| Strategic Wealth Partners, Ltd. | 0.12% | Reduce -8.4% | 4,109 | $1.8M |
| Avant Capital LLC | 1.26% | Reduce -7.0% | 4,106 | $1.8M |
| Integrity Advisory Solutions, LLC | 0.24% | Add +92.9% | 4,103 | $1.8M |
| SkyOak Wealth, LLC | 0.33% | Add +8.6% | 4,098 | $1.8M |
| Hershey Financial Advisers, LLC | 1.55% | New | 4,097 | $1.8M |
| Rossmore Private Capital | 0.16% | Add +0.1% | 4,091 | $1.8M |
| GAMMA Investing LLC | 0.08% | Add +0.2% | 4,064 | $1.8M |
| Park Place Capital Corp | 0.36% | No change | 4,063 | $1.8M |
| Range Advisory, LLC | 0.33% | Add +22.8% | 4,062 | $1.8M |
| Aventus Investment Advisors, Inc. | 1.48% | Reduce -1.4% | 4,014 | $1.8M |
| Southern Capital Advisors, LLC | 0.82% | Reduce -0.2% | 3,996 | $1.7M |
| Oakworth Capital, Inc. | 0.09% | No change | 3,994 | $1.7M |
| Baker Avenue Asset Management, LP | 0.04% | Reduce -1.4% | 3,987 | $1.7M |
| Sfm, LLC | 1.05% | Reduce -1.0% | 3,979 | $1.7M |
| Ally Invest Advisors Inc. | 0.12% | Reduce -12.7% | 3,971 | $1.7M |
| Intrua Financial, LLC | 0.18% | Reduce -22.5% | 3,964 | $1.7M |
| NorthLanding Financial Partners, LLC | 1.40% | Reduce -2.2% | 3,962 | $1.7M |
| West Financial Advisors, LLC | 0.29% | Reduce -0.2% | 3,935 | $1.7M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +3.4% | 3,926 | $1.7M |
| Taylor Hoffman Capital Management LLC | 0.53% | Reduce -6.8% | 3,924 | $1.7M |
| Breakwater Capital Group | 0.23% | Add +0.1% | 3,916 | $1.7M |
| Acorn Wealth Advisors, LLC | 0.50% | Reduce -1.8% | 3,909 | $1.7M |
| WealthCare Investment Partners, LLC | 0.47% | Add +0.2% | 3,827 | $1.7M |
| Asset Management Group, Inc. | 0.27% | Add +0.1% | 3,891 | $1.7M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.12% | Add +6.4% | 3,880 | $1.7M |
| IFC Advisors LLC | 0.24% | No change | 3,865 | $1.7M |
| First Citizens Bank & Trust Co. | 0.04% | Reduce -16.2% | 3,864 | $1.7M |
| Marks Group Wealth Management, Inc | 0.16% | Reduce -22.3% | 3,861 | $1.7M |
| Wiser Advisor Group LLC | 2.03% | Reduce -7.4% | 3,846 | $1.7M |
| Fusion Family Wealth, LLC | 0.13% | No change | 3,844 | $1.7M |
| Athena Investment Management | 0.87% | Add +7.8% | 3,843 | $1.7M |
| Yelin Lapidot Holdings Management Ltd. | 0.35% | No change | 3,835 | $1.7M |
| SeaCrest Wealth Management, LLC | 0.18% | Reduce -21.9% | 3,833 | $1.7M |
| Focused Alpha, LLC | 0.52% | Reduce -4.8% | 3,823 | $1.7M |
| First National Trust Co | 0.06% | Add +33.1% | 3,816 | $1.7M |
| Stonebrook Private Inc. | 0.35% | Reduce -12.0% | 3,815 | $1.7M |
| North Ridge Wealth Advisors, Inc. | 0.94% | Reduce -2.9% | 3,813 | $1.7M |
| Security National Bank of So Dak | 0.80% | Reduce -0.3% | 3,803 | $1.7M |
| Cypress Financial Planning LLC | 0.46% | Add +2.2% | 3,798 | $1.7M |
| Kiley Juergens Wealth Management, LLC | 0.29% | New | 3,797 | $1.7M |
| Deutsche Bank AG | 0.00% | No change | 3,797 | $1.7M |
| Vertrix Wealth Management, LLC | 0.61% | — | 3,793 | $1.7M |
| First Manhattan Co. Llc. | 0.00% | Add +1.3% | 3,789 | $1.7M |
| Crux Wealth Advisors | 0.64% | Reduce -0.8% | 3,788 | $1.7M |
| Equity Wealth Partners, LLC | 1.07% | Add +2.5% | 3,788 | $1.7M |
| Optima Capital LLC | 0.77% | Add +5.6% | 3,775 | $1.6M |
| Money Concepts Capital Corp. | 0.09% | Add +3.6% | 3,756 | $1.6M |
| Lantz Financial LLC | 0.34% | No change | 3,750 | $1.6M |
| Gerber Kawasaki Wealth & Investment Management | 0.05% | Reduce -1.5% | 3,731 | $1.6M |
| Prepared Retirement Institute LLC | 0.81% | Add +0.0% | 3,740 | $1.6M |
| Maripau Wealth Management LLC | 0.72% | Reduce -4.3% | 3,736 | $1.6M |
| Winch Advisory Services, LLC | 0.37% | Add +55.3% | 3,733 | $1.6M |
| SK Wealth Management, LLC | 0.45% | Add +1.8% | 3,649 | $1.6M |
| Western Reserve Capital Management, LLC | 1.33% | Add +1.8% | 3,706 | $1.6M |
| Jackson, Grant Investment Advisers, Inc. | 0.54% | Add +0.1% | 3,704 | $1.6M |
| WESPAC Advisors, LLC | 0.89% | Reduce -35.3% | 3,703 | $1.6M |
| Capital Group Private Client Services, Inc. | 0.03% | Add +8.7% | 3,691 | $1.6M |
| Arkos Global Advisors | 0.20% | Reduce -2.8% | 3,682 | $1.6M |
| Tme Financial, Inc. | 1.11% | Add +11.1% | 3,671 | $1.6M |
| Sage Financial Management Group, Inc. | 0.49% | Reduce -5.7% | 3,667 | $1.6M |
| LaFleur & Godfrey LLC | 0.20% | Add +0.6% | 3,665 | $1.6M |
| Verus Capital Partners, LLC | 0.11% | Add +4.0% | 3,657 | $1.6M |
| Advocate Group LLC | 0.25% | Add +0.1% | 3,654 | $1.6M |
| River Wealth Advisors LLC | 0.18% | Reduce -1.4% | 3,653 | $1.6M |
| Graney & King, LLC | 0.86% | Add +9.9% | 3,645 | $1.6M |
| Aua Capital Management, LLC | 0.81% | No change | 3,643 | $1.6M |
| Confluence Wealth Services, Inc. | 0.06% | Add +1.4% | 3,640 | $1.6M |
| Quadrant Capital Group LLC | 0.05% | Add +0.2% | 3,631 | $1.6M |
| Hilltop National Bank | 0.38% | Add +4.8% | 3,629 | $1.6M |
| Lincoln Capital LLC | 0.30% | Reduce -1.5% | 3,614 | $1.6M |
| Spinnaker Investment Group, LLC | 0.32% | Reduce -6.0% | 3,600 | $1.6M |
| Ethos Financial Group, LLC | 0.12% | Reduce -81.7% | 3,716 | $1.6M |
| Foster Group, Inc. | 0.05% | Add +1.2% | 3,569 | $1.6M |
| Investments & Financial Planning, LLC | 0.85% | Reduce -0.4% | 3,569 | $1.6M |
| Cherry Tree Wealth Management, LLC | 0.33% | Reduce -0.3% | 3,550 | $1.6M |
| Colonial Trust Co / SC | 0.21% | Reduce -1.9% | 3,523 | $1.5M |
| PCM Encore, LLC | 0.32% | Reduce -2.1% | 3,520 | $1.5M |
| Northwest Bancshares, Inc. | 0.31% | Reduce -2.5% | 3,514 | $1.5M |
| Granville Capital, Inc. | 0.80% | Add +0.1% | 3,511 | $1.5M |
| Robinson Smith Wealth Advisors LLC | 1.03% | Reduce -12.2% | 3,493 | $1.5M |
| Spartan Wealth Advisory Services LLC | 0.13% | — | 3,484 | $1.5M |
| New Republic Capital, LLC | 0.51% | Reduce -4.5% | 3,482 | $1.5M |
| Trinity Financial Advisors LLC | 0.43% | Reduce -43.0% | 3,479 | $1.5M |
| Eldridge Investment Advisors, Inc. | 0.33% | Reduce -0.4% | 3,477 | $1.5M |
| GeoWealth Management, LLC | 0.05% | Reduce -8.6% | 3,475 | $1.5M |
| Noesis Capital Mangement Corp. | 0.22% | Add +1.9% | 3,474 | $1.5M |
| Pinney & Scofield, Inc. | 0.82% | Add +55.1% | 3,468 | $1.5M |
| Summit Wealth & Retirement Planning, Inc. | 0.36% | Add +3.1% | 3,467 | $1.5M |
| Fiduciary Trust Co | 0.02% | Add +28.2% | 3,463 | $1.5M |
| Donalies Financial Planning, LLC | 1.29% | Add +2.1% | 3,455 | $1.5M |
| AMG National Trust Bank | 0.03% | Add +44.0% | 3,454 | $1.5M |
| Twin Lakes Capital Management, LLC | 0.69% | Reduce -6.6% | 3,451 | $1.5M |
| TFB Advisors LLC | 0.79% | Reduce -38.5% | 3,450 | $1.5M |
| Provenance Wealth Advisors, LLC | 0.16% | No change | 3,448 | $1.5M |
| Brady Martz Wealth Solutions, LLC | 0.26% | Reduce -0.3% | 3,442 | $1.5M |
| Pekin Hardy Strauss, Inc. | 0.16% | Add +3.2% | 3,433 | $1.5M |
| Graetz Wealth LLC | 1.34% | Reduce -31.2% | 3,430 | $1.5M |
| Generations Wealth, LLC | 1.45% | Add +12.9% | 3,427 | $1.5M |
| Petersen Hastings Wealth Advisors Inc. | 0.13% | No change | 3,362 | $1.5M |
| Innovative Wealth Building LLC | 1.03% | Add +13.3% | 3,353 | $1.5M |
| Ingalls & Snyder LLC | 0.05% | No change | 3,347 | $1.5M |
| Parr McKnight Wealth Management Group, LLC | 0.19% | Reduce -70.1% | 3,346 | $1.5M |
| Operose Advisors LLC | 0.34% | Add +0.4% | 3,341 | $1.5M |
| Cohen Investment Advisors LLC | 0.69% | Add +5.8% | 3,329 | $1.5M |
| Perryman Financial Advisory Inc. | 0.22% | Reduce -13.1% | 3,326 | $1.5M |
| RiverFront Investment Group, LLC | 0.02% | Add +54.1% | 3,319 | $1.4M |
| Avestar Capital, LLC | 0.10% | Add +102.9% | 3,316 | $1.4M |
| McAlister, Sweet & Associates, Inc. | 0.90% | Add +0.1% | 3,301 | $1.4M |
| Matrix Asset Advisors Inc. | 0.13% | Add +4.6% | 3,291 | $1.4M |
| Certuity, LLC | 0.09% | Reduce -40.8% | 3,286 | $1.4M |
| Chapin Davis, Inc. | 0.32% | Add +2.6% | 3,278 | $1.4M |
| Claro Advisors Inc. | 0.17% | Add +20.1% | 3,259 | $1.4M |
| LifeSteps Financial, Inc. | 0.90% | Reduce -17.3% | 3,257 | $1.4M |
| Jeppson Wealth Management, LLC | 0.45% | Add +0.0% | 3,256 | $1.4M |
| Pennington Partners & Co., LLC | 0.49% | New | 3,251 | $1.4M |
| CRA Financial Services, LLC | 0.18% | Reduce -20.9% | 3,234 | $1.4M |
| 360 Financial, Inc. | 0.42% | Reduce -6.0% | 3,227 | $1.4M |
| New England Private Wealth Advisors LLC | 0.16% | Reduce -1.0% | 3,222 | $1.4M |
| Curtis Advisory Group, LLC | 0.30% | Add +0.2% | 3,212 | $1.4M |
| J. Safra Sarasin Holding AG | 0.02% | Add +67.9% | 3,211 | $1.4M |
| Boston Trust Walden Corp | 0.01% | Reduce -3.8% | 3,206 | $1.4M |
| Crescent Grove Advisors, LLC | 0.14% | Add +50.1% | 3,198 | $1.4M |
| First Bancorp, Inc | 0.69% | Add +36.6% | 3,188 | $1.4M |
| Arq Wealth Advisors, LLC | 0.25% | Reduce -1.3% | 3,185 | $1.4M |
| Aureus Asset Management, LLC | 0.09% | No change | 3,183 | $1.4M |
| Advocacy Wealth Management, LLC | 0.06% | Reduce -77.6% | 3,176 | $1.4M |
| DMKC Advisory Services, LLC | 0.58% | Reduce -3.5% | 3,176 | $1.4M |
| Jackson Wealth Management, LLC | 0.14% | Reduce -3.2% | 3,174 | $1.4M |
| LRI Investments, LLC | 0.12% | Reduce -6.7% | 3,170 | $1.4M |
| Waller Financial Planning Group, Inc. | 0.31% | Add +16.8% | 3,165 | $1.4M |
| Cosner Financial Group, LLC | 0.76% | Reduce -1.5% | 3,275 | $1.4M |
| Archer Investment Management, LLC | 0.58% | Add +629.9% | 3,153 | $1.4M |
| Tanglewood Legacy Advisors, LLC | 0.50% | Add +32.4% | 3,152 | $1.4M |
| Canandaigua National Corp. | 0.12% | — | 3,148 | $1.4M |
| Breakwater Investment Management | 0.51% | Reduce -4.2% | 3,147 | $1.4M |
| Lifeworks Advisors, LLC | 0.18% | Reduce -15.6% | 3,144 | $1.4M |
| Sound Income Strategies, LLC | 0.07% | Add +12.3% | 3,109 | $1.4M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -8.1% | 3,125 | $1.4M |
| Accent Capital Management, LLC | 0.66% | Reduce -0.0% | 13,429 | $1.4M |
| Team Hewins, LLC | 0.40% | Reduce -4.7% | 3,118 | $1.4M |
| Ruggaard & Associates LLC | 0.54% | Add +2.4% | 3,109 | $1.4M |
| Harmony Asset Management LLC | 0.41% | Add +2.4% | 3,108 | $1.4M |
| Goodwin Investment Advisory | 1.61% | Reduce -17.7% | 3,093 | $1.4M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +113.5% | 3,060 | $1.3M |
| Passive Capital Management, LLC. | 0.40% | Add +3.9% | 3,080 | $1.3M |
| HBW Advisory Services LLC | 0.14% | Add +9.8% | 3,075 | $1.3M |
| Del-Sette Capital Management, LLC | 0.80% | Reduce -1.7% | 3,055 | $1.3M |
| Grange Capital, LLC | 1.33% | Reduce -11.6% | 3,052 | $1.3M |
| Northwest Wealth Advisors, LLC | 0.95% | Add +0.1% | 3,051 | $1.3M |
| Fiduciary Financial Group, LLC | 0.18% | Reduce -0.0% | 3,050 | $1.3M |
| G&S Capital LLC | 0.47% | Add +0.7% | 3,040 | $1.3M |
| Mb, Levis & Associates, LLC | 0.55% | Add +0.1% | 3,022 | $1.3M |
| Bank of New Hampshire | 0.30% | Reduce -8.5% | 3,014 | $1.3M |
| Nautilus Advisors LLC | 0.90% | Reduce -0.8% | 3,009 | $1.3M |
| Delta Capital Management LLC | 0.73% | Add +500.0% | 18,000 | $1.3M |
| Annex Advisory Services, LLC | 0.02% | Add +7.9% | 2,994 | $1.3M |
| Independence Bank of Kentucky | 0.17% | No change | 2,994 | $1.3M |
| Intellectus Partners, LLC | 0.27% | Add +9.5% | 2,990 | $1.3M |
| Cedar Mountain Advisors, LLC | 0.26% | Reduce -14.4% | 2,989 | $1.3M |
| WealthTrak Capital Management LLC | 0.93% | Reduce -1.6% | 2,984 | $1.3M |
| Bull Oak Capital, LLC | 0.50% | No change | 2,981 | $1.3M |
| Shepherd Financial Partners LLC | 0.12% | Add +1.3% | 2,975 | $1.3M |
| Rockbridge Investment Management, LCC | 0.12% | Reduce -2.0% | 2,971 | $1.3M |
| 180 Wealth Advisors, LLC | 0.15% | Add +0.7% | 2,968 | $1.3M |
| Ibex Wealth Advisors | 0.12% | New | 2,968 | $1.3M |
| Libra Wealth LLC | 0.36% | No change | 2,961 | $1.3M |
| Patriot Investment Management Group, Inc. | 0.08% | Reduce -0.7% | 2,954 | $1.3M |
| Headinvest, LLC | 0.26% | Reduce -0.2% | 2,946 | $1.3M |
| Strategic Financial Services, Inc. | 0.06% | Add +17.2% | 2,943 | $1.3M |
| Cooper Financial Group | 0.13% | Add +69.2% | 2,937 | $1.3M |
| Farmers Trust Co. | 0.20% | No change | 2,925 | $1.3M |
| Dana Investment Advisors, Inc. | 0.04% | Reduce -8.0% | 2,917 | $1.3M |
| AMG Asset Management Group, Inc. | 0.99% | New | 2,917 | $1.3M |
| Strait & Sound Wealth Management LLC | 0.49% | Reduce -1.6% | 2,913 | $1.3M |
| Jacobi Capital Management LLC | 0.07% | Add +5.1% | 2,909 | $1.3M |
| Hurley Capital, LLC | 0.68% | Add +0.1% | 2,905 | $1.3M |
| Buck Wealth Strategies, LLC | 0.16% | Reduce -8.0% | 2,892 | $1.3M |
| Easterly Investment Partners LLC | 0.10% | Add +376.1% | 17,298 | $1.3M |
| Traynor Capital Management, Inc. | 0.07% | Add +9.9% | 2,998 | $1.3M |
| KilterHowling LLC | 0.63% | Add +0.1% | 2,878 | $1.3M |
| HF Advisory Group, LLC | 0.43% | Add +2.3% | 2,872 | $1.3M |
| Cornell Pochily Investment Advisors, Inc. | 0.37% | Reduce -0.0% | 2,867 | $1.3M |
| Latitude Advisors, LLC | 0.57% | Add +15.1% | 2,867 | $1.3M |
| Sageworth Trust Co | 0.05% | No change | 2,864 | $1.3M |
| Luminvest Wealth Management LLC | 0.33% | Add +34.8% | 3,608 | $1.2M |
| Capital Asset Managemnet, LLC | 1.40% | Add +1.5% | 2,850 | $1.2M |
| Precision Wealth Strategies, LLC | 0.41% | Reduce -14.8% | 2,832 | $1.2M |
| Stablepoint Partners, LLC | 0.18% | Reduce -0.9% | 2,830 | $1.2M |
| Holos Integrated Wealth LLC | 0.63% | Reduce -12.8% | 2,777 | $1.2M |
| Revisor Wealth Management LLC | 0.34% | Add +12.4% | 2,815 | $1.2M |
| Burney Co./ | 0.04% | Reduce -25.1% | 2,813 | $1.2M |
| Providence Capital Advisors, LLC | 0.20% | Reduce -6.1% | 2,811 | $1.2M |
| Encompass Wealth Advisors, LLC | 0.43% | No change | 2,802 | $1.2M |
| Phillips Financial Management, LLC | 0.09% | Reduce -2.3% | 2,798 | $1.2M |
| TBH Global Asset Management, LLC | 0.24% | New | 2,785 | $1.2M |
| TRUE Private Wealth Advisors | 0.12% | Add +58.2% | 2,775 | $1.2M |
| Bogart Wealth, LLC | 0.05% | Reduce -23.7% | 2,760 | $1.2M |
| Michels Family Financial, LLC | 0.87% | Reduce -1.0% | 2,750 | $1.2M |
| SHP Wealth Management | 0.09% | Add +18.8% | 2,746 | $1.2M |
| Gladwyn Financial Advisors, Inc. | 0.83% | Reduce -0.3% | 2,744 | $1.2M |
| Gilbert & Cook, Inc. | 0.15% | Reduce -1.3% | 2,739 | $1.2M |
| Chilton Capital Management LLC | 0.04% | Reduce -28.5% | 2,719 | $1.2M |
| Sterling Wealth Management, Inc. | 0.33% | Reduce -0.4% | 2,711 | $1.2M |
| Marion Wealth Management | 0.26% | Reduce -0.9% | 2,709 | $1.2M |
| William Mack & Associates, Inc. | 0.68% | Reduce -23.7% | 2,708 | $1.2M |
| First National Bank Sioux Falls | 0.32% | No change | 2,428 | $1.2M |
| Sentinel Wealth Management, Inc. | 0.94% | No change | 2,689 | $1.2M |
| First County Bank | 0.63% | Reduce -12.7% | 2,686 | $1.2M |
| Fortis Capital Advisors, LLC | 0.15% | Reduce -0.8% | 2,676 | $1.2M |
| Eagle Bay Advisors LLC | 1.03% | Add +82.6% | 2,672 | $1.2M |
| Marin Bay Wealth Advisors, LLC | 0.70% | Add +0.1% | 2,669 | $1.2M |
| Tandem Financial, LLC | 0.39% | New | 2,667 | $1.2M |
| Golden State Wealth Management, LLC | 0.13% | Reduce -7.9% | 2,660 | $1.2M |
| Valley National Advisers Inc. | 0.15% | Reduce -0.6% | 2,654 | $1.2M |
| Alteri Wealth LLC | 0.38% | Add +0.1% | 2,652 | $1.2M |
| Legacy Wealth Partners, LLC | 0.29% | Reduce -20.1% | 2,651 | $1.2M |
| Beacon Financial Advisory LLC | 0.26% | Reduce -3.6% | 2,644 | $1.2M |
| Gryphon Financial Partners LLC | 0.12% | Add +8.1% | 2,644 | $1.2M |
| Frank, Rimerman Advisors LLC | 0.08% | No change | 2,643 | $1.2M |
| Horizon Investment Services, LLC | 0.40% | Add +3.2% | 2,641 | $1.2M |
| Abacus Wealth Partners, LLC | 0.11% | Add +22.2% | 2,641 | $1.2M |
| Three Magnolias Financial Advisors, LLC | 0.73% | Reduce -15.6% | 2,634 | $1.2M |
| Formulate Financial LLC | 1.42% | Add +27.1% | 2,629 | $1.1M |
| Zacks Investment Management | 0.01% | Add +0.1% | 2,628 | $1.1M |
| Patton Albertson Miller Group, LLC | 0.14% | No change | 2,626 | $1.1M |
| Webster Bank, N. A. | 0.11% | Add +22.7% | 2,624 | $1.1M |
| Farmers & Merchants Investments Inc. | 0.03% | Reduce -0.2% | 2,623 | $1.1M |
| Canal Capital Management, LLC | 0.15% | Add +36.2% | 2,621 | $1.1M |
| Scarborough Advisors, LLC | 0.13% | New | 2,617 | $1.1M |
| Thayer Partners, LLC / MA | 0.54% | Add +0.1% | 2,617 | $1.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 2,613 | $1.1M |
| Cambria Investment Management, L.P. | 0.06% | Reduce -12.4% | 2,612 | $1.1M |
| Flagship Private Wealth, LLC | 0.46% | Reduce -4.3% | 2,591 | $1.1M |
| Guardian Wealth Advisors, LLC / NC | 0.07% | Add +4.4% | 2,590 | $1.1M |
| LPWM LLC | 0.28% | Add +3.1% | 2,586 | $1.1M |
| Seneschal Advisors, LLC | 0.84% | Reduce -0.8% | 2,580 | $1.1M |
| Florida Financial Advisors, LLC | 0.27% | Reduce -24.5% | 2,578 | $1.1M |
| Harbor Asset Planning, Inc. | 0.95% | Reduce -1.3% | 2,577 | $1.1M |
| Personal Cfo Solutions, LLC | 0.16% | Reduce -4.5% | 2,578 | $1.1M |
| Johnson Financial Group, Inc. | 0.04% | Reduce -4.0% | 2,574 | $1.1M |
| Balboa Wealth Partners | 0.19% | Add +78.2% | 2,569 | $1.1M |
| TCI Wealth Advisors, Inc. | 0.06% | Add +0.9% | 2,568 | $1.1M |
| Sherman Wealth Management LLC | 0.96% | Reduce -1.9% | 2,559 | $1.1M |
| Baring Financial LLC | 0.68% | Reduce -13.5% | 2,559 | $1.1M |
| Evolution Wealth Advisors, LLC | 0.11% | Add +7.2% | 2,558 | $1.1M |
| Indiana Trust & Investment Management Co | 0.34% | No change | 2,554 | $1.1M |
| Brown Miller Wealth Management, LLC | 0.32% | Add +12.1% | 2,549 | $1.1M |
| Linscomb Wealth, Inc. | 0.05% | Reduce -0.5% | 2,545 | $1.1M |
| Wealthquest Corp | 0.08% | Reduce -1.8% | 2,544 | $1.1M |
| WealthPlan Investment Management, LLC | 0.06% | Add +94.2% | 2,532 | $1.1M |
| Caldwell Sutter Capital, Inc. | 0.45% | Reduce -6.9% | 2,521 | $1.1M |
| Summit Global Investments | 0.06% | Reduce -1.9% | 2,515 | $1.1M |
| Madrid Wealth Management, LLC | 0.82% | Add +0.2% | 2,494 | $1.1M |
| Investmark Advisory Group LLC | 0.46% | Add +6.7% | 2,472 | $1.1M |
| Conservest Capital Advisors, Inc. | 0.10% | No change | 2,470 | $1.1M |
| Traction Financial Partners, LLC | 0.66% | Reduce -0.8% | 2,470 | $1.1M |
| Sonoma Private Wealth LLC | 1.32% | Reduce -1.6% | 2,458 | $1.1M |
| Fielder Capital Group LLC | 0.23% | Reduce -20.2% | 2,447 | $1.1M |
| Farmers National Bank | 0.24% | Reduce -1.6% | 2,446 | $1.1M |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -6.0% | 2,446 | $1.1M |
| Westfield Capital Management Co. LP | 0.00% | New | 2,443 | $1.1M |
| Rather & Kittrell, Inc. | 0.16% | Reduce -22.5% | 2,438 | $1.1M |
| RKL Wealth Management LLC | 0.10% | No change | 2,438 | $1.1M |
| Bridgewealth Advisory Group, LLC | 0.22% | Reduce -4.4% | 2,435 | $1.1M |
| Strive Financial Group ,LLC | 0.56% | Add +7.6% | 2,431 | $1.1M |
| Granite Bay Wealth Management, LLC | 0.23% | Add +99.5% | 2,432 | $1.1M |
| MKT Advisors LLC | 0.36% | Add +5.3% | 2,385 | $1.1M |
| FRG Family Wealth Advisors LLC | 0.17% | Add +5.2% | 2,418 | $1.1M |
| PDS Planning, Inc | 0.07% | Add +0.2% | 2,416 | $1.1M |
| Hoxton Planning & Management, LLC | 0.32% | Reduce -11.0% | 2,415 | $1.1M |
| Aviso Wealth Management | 0.47% | Reduce -0.3% | 2,402 | $1.0M |
| Nordwand Advisors, LLC | 0.18% | No change | 2,400 | $1.0M |
| WNY Asset Management, LLC | 0.11% | — | 2,398 | $1.0M |
| Thompson David Blair | 0.60% | Add +11.6% | 2,394 | $1.0M |
| Wealth Architects, LLC | 0.09% | Add +4.0% | 2,393 | $1.0M |
| Tsfg, LLC | 0.16% | Reduce -9.8% | 2,391 | $1.0M |
| IFG Advisors, LLC | 0.17% | Reduce -1.2% | 2,386 | $1.0M |
| Summit Financial Strategies, Inc. | 0.08% | Reduce -6.8% | 2,374 | $1.0M |
| Silver Grove Financial Group, Inc. | 0.83% | Add +2.1% | 2,371 | $1.0M |
| Wealth Advisors of Iowa, LLC | 0.32% | No change | 2,370 | $1.0M |
| Badgley Phelps Wealth Managers, LLC | 0.02% | Reduce -0.7% | 2,364 | $1.0M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -15.4% | 2,360 | $1.0M |
| Cottage Street Advisors LLC | 0.44% | Add +0.3% | 2,354 | $1.0M |
| Circle Wealth Management, LLC | 0.01% | Reduce -14.5% | 2,352 | $1.0M |
| Holderness Investments Co. | 0.21% | Add +6.7% | 2,352 | $1.0M |
| Hughes Financial Services, LLC | 0.16% | Reduce -4.6% | 2,341 | $1.0M |
| Strategic Wealth Investment Group, LLC | 0.13% | Reduce -14.2% | 2,340 | $1.0M |
| Herold Advisors, Inc. | 0.22% | Reduce -11.7% | 2,334 | $1.0M |
| Alaska Wealth Advisors, LLC | 0.12% | Add +6.6% | 2,333 | $1.0M |
| Focused Wealth Management, Inc | 0.11% | Add +0.1% | 2,332 | $1.0M |
| Chemistry Wealth Management LLC | 0.18% | No change | 2,330 | $1.0M |
| Alley Investment Management Company, LLC | 0.12% | Reduce -1.6% | 2,316 | $1.0M |
| First Command Advisory Services, Inc. | 0.01% | Reduce -18.0% | 2,306 | $1.0M |
| Towercrest Capital Management | 0.16% | Reduce -2.3% | 2,302 | $1.0M |
| Diversified Management Inc. | 0.17% | Reduce -2.7% | 2,295 | $1.0M |
| Hobbs Group Advisors, LLC | 0.30% | Add +34.6% | 2,293 | $1.0M |
| Camelot Portfolios, LLC | 0.75% | Reduce -22.4% | 2,277 | $995K |
| Viawealth, LLC | 0.55% | Reduce -7.3% | 2,264 | $989K |
| Collective Family Office LLC | 0.22% | Reduce -5.2% | 2,263 | $988K |
| Roundview Capital LLC | 0.06% | Add +1.4% | 2,262 | $988K |
| Orgel Wealth Management, LLC | 0.02% | Reduce -7.7% | 2,262 | $988K |
| Evolution Wealth Management Inc. | 0.72% | Add +0.9% | 2,255 | $985K |
| Osbon Capital Management LLC | 0.80% | Add +175.0% | 2,252 | $984K |
| Tocqueville Asset Management L.P. | 0.01% | Reduce -1.6% | 2,243 | $980K |
| Charis Legacy Partners, LLC | 1.43% | Add +0.3% | 2,236 | $977K |
| Tenon Financial LLC | 0.38% | Reduce -1.1% | 2,232 | $975K |
| Allen Capital Group, LLC | 0.09% | Reduce -1.2% | 2,228 | $973K |
| Argentarii, LLC | 0.34% | Add +12.5% | 2,225 | $972K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.31% | Reduce -34.4% | 2,220 | $970K |
| Twin City Private Wealth, LLC | 0.74% | Add +7.8% | 2,220 | $970K |
| GWN Securities Inc. | 0.19% | Add +13.1% | 2,216 | $968K |
| Waterfront Wealth Inc. | 0.18% | Reduce -0.8% | 2,215 | $967K |
| Myecfo, LLC | 0.40% | No change | 2,214 | $967K |
| Wealth Dimensions Group, Ltd. | 0.19% | Reduce -2.4% | 2,202 | $962K |
| Cordgrass Capital Advisors, LLC | 0.23% | Add +101.5% | 2,200 | $961K |
| Black Swift Group, LLC | 0.17% | Reduce -2.0% | 2,200 | $961K |
| J Hagan Capital, Inc. | 0.51% | Reduce -4.1% | 2,182 | $953K |
| Soltis Investment Advisors LLC | 0.06% | Reduce -15.3% | 2,182 | $953K |
| AAF Wealth Management, LLC | 0.39% | Reduce -3.3% | 2,180 | $952K |
| Thryve Wealth Management LLC | 0.63% | No change | 2,158 | $943K |
| Welch Group, LLC | 0.04% | Add +88.9% | 2,157 | $942K |
| Capital Advisors Inc. | 0.02% | Reduce -4.0% | 2,157 | $942K |
| Maseco LLP | 0.03% | Add +39.7% | 2,157 | $942K |
| Horizon Investments, LLC | 0.01% | Reduce -28.0% | 12,916 | $940K |
| Armstrong Advisory Group, Inc. | 0.06% | Add +4.2% | 2,142 | $936K |
| Interchange Capital Partners, LLC | 0.29% | Add +4.2% | 2,515 | $933K |
| SVB Wealth LLC | 0.06% | Reduce -0.1% | 2,135 | $933K |
| Empirical Asset Management, LLC | 0.25% | No change | 11,269 | $929K |
| Hilltop Wealth Advisors, LLC | 0.56% | Reduce -1.1% | 2,124 | $928K |
| Mascagni Wealth Management, Inc. | 0.66% | Reduce -4.9% | 2,121 | $926K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 2,006 | $925K |
| Redwood Financial Network Corp | 0.61% | Reduce -7.0% | 2,114 | $924K |
| Private Capital Management, LLC | 0.09% | Add +12.6% | 2,105 | $920K |
| Austin Wealth Management, LLC | 0.21% | Reduce -40.6% | 2,068 | $918K |
| DiNuzzo Private Wealth, Inc. | 0.10% | No change | 2,102 | $918K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.15% | Add +121.3% | 2,102 | $918K |
| Shayne & Jacobs, LLC | 0.28% | No change | 2,100 | $917K |
| Glassman Wealth Services | 0.12% | Add +12.0% | 2,095 | $915K |
| Sequent Planning LLC | 0.22% | Add +4.3% | 2,084 | $910K |
| McLean Asset Management Corp | 0.16% | Add +1.8% | 2,078 | $908K |
| Cox Capital Mgt LLC | 0.60% | New | 2,078 | $908K |
| Portside Wealth Group, LLC | 0.12% | Reduce -33.6% | 2,077 | $907K |
| Pettyjohn, Wood & White, Inc. | 0.14% | No change | 2,076 | $907K |
| InvesTrust | 0.38% | Add +0.9% | 2,055 | $898K |
| Xxi Wealth, LLC | 0.51% | No change | 2,050 | $895K |
| Alpha Omega Wealth Management LLC | 0.14% | Reduce -22.5% | 2,046 | $894K |
| Channel Wealth LLC | 0.22% | Reduce -4.1% | 2,044 | $893K |
| Proffitt & Goodson Inc. | 0.14% | Reduce -1.3% | 2,044 | $893K |
| AIMZ Investment Advisors, LLC | 0.28% | Reduce -2.4% | 2,038 | $890K |
| Wealth Management Partners, LLC | 0.25% | Reduce -2.9% | 2,030 | $887K |
| Carret Asset Management, LLC | 0.09% | Add +4.6% | 2,021 | $883K |
| One Wealth Advisors, LLC | 0.11% | No change | 2,019 | $882K |
| Meridian Wealth Advisors, LLC | 0.12% | No change | 2,016 | $881K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -14.6% | 2,008 | $877K |
| Opulen Financial Group LLC | 0.62% | Add +0.1% | 2,006 | $876K |
| Frontier Asset Management, LLC | 0.18% | Reduce -18.9% | 2,005 | $876K |
| Windsor Capital Management, LLC | 0.26% | Reduce -0.9% | 2,004 | $875K |
| Symmetry Partners, LLC | 0.05% | Reduce -22.4% | 2,003 | $875K |
| Alliance Wealth Management Group | 0.19% | Reduce -2.6% | 2,002 | $874K |
| Willner & Heller, LLC | 0.65% | Add +0.1% | 2,002 | $874K |
| Gibbs Wealth Management | 0.12% | Add +298.0% | 1,998 | $873K |
| W Advisors, LLC | 0.45% | Reduce -0.1% | 1,994 | $871K |
| Victory Financial Group, LLC | 0.11% | Add +86.1% | 1,988 | $868K |
| Vision Capital Management, Inc. | 0.11% | Add +0.5% | 1,988 | $868K |
| Newman Dignan & Sheerar, Inc. | 0.18% | Reduce -2.7% | 1,983 | $866K |
| Fingerlakes Wealth Management, Inc. | 0.57% | Add +0.6% | 1,981 | $865K |
| W1M Asset Management Ltd | 0.01% | Reduce -42.1% | 1,981 | $865K |
| Norden Group LLC | 0.08% | Reduce -82.9% | 1,980 | $865K |
| Stock Yards Bank & Trust Co. | 0.03% | Add +11.7% | 1,979 | $864K |
| Shared Vision Wealth Group LLC | 0.35% | No change | 1,978 | $864K |
| Goepper Burkhardt LLC | 0.29% | Add +56.5% | 1,971 | $861K |
| ZEGA Investments, LLC | 0.16% | Reduce -9.7% | 1,968 | $860K |
| Brian Low Financial Group, LLC | 0.58% | Reduce -7.4% | 1,960 | $856K |
| Selby Wealth Management, LLC | 0.34% | Add +188.8% | 1,958 | $855K |
| S.A. Mason LLC | 0.32% | No change | 1,958 | $855K |
| LJI Wealth Management, LLC | 0.14% | Reduce -14.6% | 1,957 | $855K |
| Aufman Associates Inc | 0.42% | Reduce -7.8% | 1,947 | $850K |
| Fiduciary Group, LLC | 0.07% | Reduce -7.1% | 1,944 | $849K |
| Oath Planning, LLC | 0.75% | Add +21.8% | 1,942 | $848K |
| Security National Bank of Sioux City Iowa | 0.50% | Add +60.7% | 1,940 | $847K |
| Realta Investment Advisors | 0.29% | Reduce -32.9% | 1,939 | $847K |
| Inspire Advisors, LLC | 0.07% | Add +119.5% | 1,938 | $847K |
| Northwest Wealth Management, LLC | 0.13% | Add +1.1% | 1,934 | $845K |
| Thompson Investment Management, Inc. | 0.11% | Add +1.4% | 1,933 | $844K |
| BOS Asset Management, LLC | 0.22% | No change | 1,929 | $843K |
| TritonPoint Partners, LLC | 0.31% | Reduce -7.1% | 1,919 | $838K |
| Clarity Financial LLC | 0.09% | Reduce -2.2% | 1,916 | $837K |
| Signature Equity Partners, LLC | 0.45% | Add +30.8% | 1,915 | $836K |
| Downshift Financial, LLC | 0.43% | New | 10,158 | $836K |
| Elite Financial, Inc. | 0.37% | Add +5.9% | 1,912 | $835K |
| Pacific Sun Financial Corp | 0.40% | No change | 1,911 | $835K |
| First National Advisers, LLC | 0.12% | Add +12.6% | 1,908 | $833K |
| TruWealth Advisors, LLC | 0.04% | Reduce -1.8% | 1,889 | $825K |
| Pittenger & Anderson Inc. | 0.03% | Reduce -16.1% | 1,883 | $822K |
| Bay Capital Advisors, LLC | 0.51% | No change | 1,876 | $819K |
| Apollon Financial, LLC | 0.11% | Reduce -6.3% | 1,872 | $818K |
| Strathmore Capital Advisors, Inc. | 0.23% | New | 9,822 | $818K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.02% | Reduce -12.8% | 1,871 | $817K |
| Pinnacle Wealth Planning Services, Inc. | 0.08% | Add +2425.7% | 1,869 | $816K |
| HFG Wealth Management, LLC | 0.45% | Add +0.8% | 1,868 | $816K |
| Archer Investment Corp | 0.17% | Reduce -4.9% | 1,868 | $816K |
| Atlantic Private Wealth, LLC | 0.53% | Add +0.1% | 1,863 | $814K |
| Baker Tilly Wealth Management, LLC | 0.20% | Reduce -28.4% | 1,859 | $812K |
| Single Point Partners, LLC | 0.16% | Add +2.0% | 1,859 | $812K |
| Spinnaker Trust | 0.04% | No change | 1,857 | $811K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.14% | Add +2.1% | 1,855 | $810K |
| Elgethun Capital Management | 0.13% | Reduce -2.2% | 1,853 | $809K |
| Clearwave Capital, LLC | 0.55% | Add +3.4% | 1,852 | $809K |
| Cornerstone Advisors Asset Management, LLC | 0.12% | Reduce -16.3% | 1,837 | $802K |
| Torray Investment Partners LLC | 0.13% | Reduce -71.5% | 1,836 | $802K |
| Voisard Asset Management Group, Inc. | 0.17% | Add +7.2% | 1,830 | $799K |
| New Perspectives, Inc | 0.28% | No change | 1,829 | $799K |
| Moneywise, Inc. | 0.35% | Reduce -67.4% | 1,825 | $797K |
| Journey Advisory Group, LLC | 0.07% | Reduce -38.2% | 1,824 | $797K |
| Semus Wealth Partners LLC | 0.44% | Add +0.2% | 1,820 | $795K |
| NorthCrest Asset Manangement, LLC | 0.02% | Reduce -31.5% | 1,795 | $794K |
| BankPlus Trust Department | 0.21% | Reduce -4.0% | 1,814 | $792K |
| Everstar Asset Management, LLC | 0.42% | Reduce -24.1% | 1,813 | $792K |
| Narwhal Capital Management | 0.06% | Add +0.2% | 1,804 | $788K |
| Retiremitten Financial LLC | 0.38% | — | 1,790 | $782K |
| Prosperity Financial Group, Inc. | 0.29% | Add +0.3% | 1,787 | $781K |
| Amara Financial, Llc. | 0.54% | No change | 1,784 | $779K |
| Sierra Ocean, LLC | 0.64% | Add +0.6% | 1,784 | $779K |
| Align Financial, LLC | 0.44% | Reduce -99.8% | 1,781 | $778K |
| Legacy Wealth Managment, LLC | 0.39% | Reduce -10.1% | 1,781 | $778K |
| Sterling Financial Planning, Inc. | 0.23% | Add +2.2% | 1,777 | $776K |
| Timmons Wealth Management, LLC | 0.74% | Reduce -1.9% | 1,777 | $776K |
| Lanark Financial, Inc. | 0.06% | Add +4.2% | 1,772 | $774K |
| Richard W. Paul & Associates, LLC | 0.26% | Reduce -0.8% | 1,771 | $774K |
| Boyd Watterson Asset Management LLC | 0.24% | No change | 1,769 | $773K |
| Keystone Wealth Services, LLC | 0.16% | Add +14.5% | 1,766 | $771K |
| Octavia Wealth Advisors, LLC | 0.07% | Reduce -0.4% | 1,761 | $769K |
| King Wealth Management Group | 0.10% | Reduce -0.2% | 1,757 | $767K |
| Colonial River Investments, LLC | 0.27% | Add +1.2% | 1,755 | $767K |
| RHS Financial, LLC | 0.36% | Reduce -20.7% | 1,747 | $763K |
| Means Investment Co., Inc. | 0.07% | Add +0.7% | 1,740 | $760K |
| Advyzon Investment Management, LLC | 0.07% | Reduce -9.7% | 1,735 | $758K |
| Ullmann Wealth Partners Group, LLC | 0.08% | No change | 1,733 | $757K |
| Pillar Financial Advisors, LLC | 0.44% | Reduce -1.0% | 1,731 | $756K |
| YHB Investment Advisors, Inc. | 0.05% | Reduce -1.5% | 1,730 | $756K |
| Milestone Asset Management Group, LLC | 0.44% | Add +4.0% | 1,730 | $756K |
| Valued Retirements, Inc. | 0.74% | No change | 1,728 | $755K |
| Long Island Wealth Management, Inc. | 0.35% | Reduce -11.4% | 1,726 | $754K |
| Thompson Davis & Co., Inc. | 0.50% | Reduce -12.7% | 1,722 | $752K |
| National Bank of Canada | 0.00% | Reduce -0.9% | 1,715 | $749K |
| Tanager Wealth Management LLP | 0.07% | Add +19.2% | 1,715 | $749K |
| Sfmg, LLC | 0.05% | No change | 1,713 | $748K |
| Accredited Investors Inc. | 0.04% | Add +13.5% | 1,706 | $745K |
| Raleigh Capital Management Inc. | 0.26% | Reduce -6.6% | 1,705 | $745K |
| Merited Wealth, LLC | 0.62% | Reduce -9.9% | 1,699 | $742K |
| Petredis Investment Advisors LLC | 0.06% | Reduce -1.9% | 1,698 | $742K |
| Seneca Financial Advisors LLC | 0.22% | No change | 1,693 | $739K |
| Livet Wealth, LLC | 0.46% | Reduce -61.5% | 1,671 | $730K |
| BNP Paribas Financial Markets | 0.00% | Add +15.0% | 1,668 | $729K |
| Valtinson Bruner Financial Planning LLC | 0.20% | Reduce -0.4% | 1,667 | $728K |
| Fortitude Advisory Group L.L.C. | 0.33% | Add +128.2% | 1,666 | $728K |
| 4WEALTH Advisors, Inc. | 0.62% | Add +1.7% | 1,730 | $727K |
| Denver Wealth Management, Inc. | 0.25% | Reduce -0.8% | 1,663 | $726K |
| Lynx Investment Advisory | 0.35% | Add +15.8% | 1,661 | $726K |
| 2UniFi Bank | 0.35% | Add +2.5% | 1,661 | $726K |
| Narus Financial Partners, LLC | 0.19% | Add +0.6% | 1,660 | $725K |
| Shira Ridge Wealth Management | 0.29% | Add +0.1% | 1,657 | $724K |
| Discipline Wealth Solutions, LLC | 0.08% | Add +4.3% | 1,655 | $723K |
| DBK Financial Counsel, LLC | 0.55% | Reduce -0.4% | 1,653 | $722K |
| German American Bancorp, Inc. | 0.06% | No change | 1,648 | $720K |
| FLC Capital Advisors | 0.13% | Add +1.5% | 1,647 | $719K |
| Lane Brothers & Co. Inc. | 0.52% | Reduce -6.5% | 1,643 | $718K |
| Clarion Wealth Managment Partners, LLC | 0.65% | Add +3.0% | 1,643 | $718K |
| AF Advisors, Inc. | 0.39% | No change | 1,635 | $714K |
| Gradient Investments LLC | 0.01% | Add +14.2% | 1,634 | $714K |
| Maltin Wealth Management, Inc. | 0.27% | Reduce -1.4% | 1,630 | $712K |
| Meridian Financial Advisors, LLC | 0.39% | Add +0.5% | 1,624 | $709K |
| Vantage Point Financial LLC | 0.25% | Reduce -5.2% | 1,619 | $707K |
| Southern Michigan Bank & Trust | 0.27% | — | 1,618 | $707K |
| Tred Avon Family Wealth, LLC | 0.24% | No change | 1,618 | $707K |
| Northstar Advisory Group, LLC | 0.27% | Reduce -1.5% | 1,618 | $707K |
| Johnson Financial Group, LLC | 0.05% | Reduce -41.5% | 1,617 | $706K |
| Arlington Financial Advisors, LLC | 0.10% | Reduce -0.7% | 1,614 | $705K |
| Impact Capital Partners LLC | 0.21% | Add +31.1% | 1,612 | $704K |
| Colonial Trust Advisors | 0.05% | No change | 1,608 | $702K |
| Firestone Capital Management | 0.15% | Add +0.1% | 1,607 | $702K |
| CFO4Life Group, LLC | 0.11% | Add +1.3% | 1,604 | $701K |
| Cannell & Spears LLC | 0.01% | Add +0.4% | 1,601 | $699K |
| Alpine Woods Capital Investors, LLC | 0.17% | No change | 1,600 | $699K |
| Potomac Fund Management Inc. | 0.02% | Add +7.5% | 1,599 | $698K |
| Prosperity Bancshares Inc | 0.56% | Add +30.4% | 1,593 | $696K |
| JB Capital LLC | 0.03% | Add +1.5% | 1,588 | $694K |
| Amicus Financial Advisors, LLC | 0.19% | Reduce -5.3% | 1,587 | $693K |
| Natural Investments, LLC | 0.17% | Reduce -28.6% | 1,585 | $692K |
| Rialto Wealth Management, LLC | 0.16% | Reduce -2.2% | 1,584 | $692K |
| Buttonwood Financial Advisors Inc. | 0.23% | Reduce -3.5% | 1,583 | $691K |
| Nova R Wealth, Inc. | 0.22% | Add +0.1% | 1,578 | $689K |
| Financial Perspectives, Inc | 0.19% | No change | 1,573 | $687K |
| Vance Wealth, LLC | 0.20% | Add +9.3% | 1,570 | $686K |
| Indie Asset Partners, LLC | 0.78% | Add +14.6% | 1,566 | $684K |
| WPG Advisers, LLC | 0.50% | Reduce -3.5% | 1,566 | $684K |
| X-Square Capital, LLC | 0.23% | Reduce -24.3% | 1,566 | $684K |
| Legacy Wealth Management, LLC | 0.04% | Add +1.6% | 1,563 | $683K |
| Genesis Private Wealth, LLC | 0.21% | Add +3.3% | 1,562 | $682K |
| Ellsworth Advisors, LLC | 0.13% | Add +0.1% | 1,560 | $681K |
| Beese Fulmer Investment Management, Inc. | 0.04% | Add +0.1% | 1,559 | $681K |
| Beacon Financial Planning, Inc. | 0.26% | Add +78.4% | 1,552 | $678K |
| First Business Financial Services, Inc. | 0.06% | Add +3.2% | 1,550 | $677K |
| Arrowroot Family Office, LLC | 0.22% | Add +2.9% | 1,549 | $677K |
| CVFG LLC | 0.08% | New | 1,547 | $676K |
| GDS Wealth Management | 0.04% | Add +67.1% | 1,547 | $676K |
| Mayport, LLC | 0.13% | Add +181.4% | 1,542 | $674K |
| Blue Chip Partners, LLC | 0.05% | Add +1.0% | 1,535 | $671K |
| Nelson Capital Management, LLC | 0.08% | No change | 1,533 | $670K |
| Galvin, Gaustad & Stein, LLC | 0.05% | Reduce -0.4% | 1,532 | $669K |
| Jefferies Financial Group Inc. | 0.01% | Add +2.3% | 1,530 | $668K |
| Keudell/Morrison Wealth Management | 0.14% | Reduce -7.6% | 1,528 | $667K |
| Breachway Investments LLC | 0.64% | Add +0.1% | 1,511 | $667K |
| Gambit Capital Management, LLC | 0.48% | Reduce -0.4% | 1,527 | $667K |
| Rhodes Investment Advisors Inc. | 0.57% | Reduce -72.5% | 1,526 | $667K |
| Richardson Capital Management LLC | 0.32% | Add +213.5% | 1,514 | $661K |
| Benin Management CORP | 0.15% | Add +0.1% | 1,509 | $659K |
| Dunhill Financial, LLC | 0.16% | Add +0.7% | 1,507 | $658K |
| Cape Investment Advisory, Inc. | 0.22% | Add +24.3% | 1,504 | $657K |
| Empire Financial Management Company, LLC | 0.15% | Reduce -0.8% | 1,499 | $655K |
| CLG LLC | 0.16% | Add +5.2% | 1,499 | $655K |
| Bernardo Wealth Planning LLC | 0.13% | Reduce -0.8% | 1,495 | $653K |
| Plum Street Advisors, LLC | 0.23% | No change | 1,490 | $651K |
| Fairscale Capital, LLC | 0.45% | Add +13.9% | 1,490 | $651K |
| Abound Wealth Management | 0.15% | Add +13.7% | 1,488 | $650K |
| Accredited Investor Services, LLC | 0.42% | Add +0.2% | 1,484 | $648K |
| Morton Capital Management LLC | 0.10% | Reduce -0.4% | 1,481 | $647K |
| Sovereign Investment Advisors, LLC | 0.14% | New | 1,480 | $646K |
| Ballast Advisors LLC | 0.19% | No change | 1,475 | $644K |
| Per Stirling Capital Management, LLC. | 0.07% | Add +19.0% | 1,473 | $643K |
| Clarity Wealth Advisors, LLC | 0.13% | Reduce -10.3% | 1,471 | $643K |
| Three Bridge Wealth Advisors, LLC | 0.18% | New | 1,462 | $639K |
| Osprey Private Wealth LLC | 0.18% | No change | 1,461 | $638K |
| M Wealth Management, LLC | 0.54% | Add +0.1% | 1,460 | $637K |
| Wellington Grp LLC | 0.20% | Add +24.1% | 1,459 | $637K |
| Rowlandmiller & Partners.adv | 0.13% | No change | 1,459 | $637K |
| Boston Family Office LLC | 0.04% | Add +3.2% | 1,459 | $637K |
| RAM Investment Partners, LLC | 0.11% | No change | 1,457 | $636K |
| Calamos Wealth Management LLC | 0.02% | Add +3.6% | 1,449 | $633K |
| Edgestream Partners, L.P. | 0.02% | Reduce -48.9% | 1,449 | $633K |
| Calamos Advisors LLC | 0.00% | New | 1,449 | $633K |
| Oarsman Capital, Inc. | 0.08% | New | 1,448 | $632K |
| Dover Advisors, LLC | 0.26% | No change | 1,447 | $632K |
| Castleview Partners, LLC | 0.32% | Reduce -0.4% | 1,445 | $631K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -3.4% | 1,444 | $631K |
| Hantz Financial Services, Inc. | 0.01% | Add +56.9% | 1,443 | $630K |
| Cura Wealth Advisors, LLC | 0.28% | Add +3.4% | 1,440 | $629K |
| Waters Parkerson & Co., LLC | 0.03% | Reduce -1.6% | 1,432 | $626K |
| Talisman Wealth Advisors LLC | 0.50% | Reduce -36.8% | 1,429 | $624K |
| Farrell Financial LLC | 0.37% | Add +1.0% | 1,428 | $624K |
| Capital Asset Advisory Services LLC | 0.02% | Add +363.6% | 7,557 | $623K |
| Worth Asset Management, LLC | 0.23% | Reduce -83.8% | 1,426 | $623K |
| Pioneer Family Office, LLC | 0.44% | No change | 1,426 | $623K |
| MKD Wealth Coaches, LLC | 0.61% | No change | 1,425 | $622K |
| FAS Wealth Partners, Inc. | 0.04% | Reduce -4.1% | 1,424 | $622K |
| Integrity Financial Corp | 0.31% | Add +4.3% | 1,424 | $622K |
| PKS Advisory Services, LLC | 0.14% | Reduce -6.6% | 1,420 | $620K |
| Cypress Wealth Services, LLC | 0.09% | Reduce -6.3% | 1,411 | $616K |
| Continental Investors Services, Inc. | 0.58% | Add +534.6% | 7,069 | $614K |
| Viewpoint Capital Management LLC | 0.29% | Reduce -0.1% | 1,405 | $614K |
| Fermata Advisors, LLC | 0.14% | Add +1.5% | 1,402 | $612K |
| jvl associates llc | 0.20% | No change | 1,394 | $609K |
| Financial Futures Ltd Liability Co. | 0.27% | Reduce -0.9% | 1,391 | $608K |
| Kastel Capital Advisors, LLC | 0.37% | No change | 1,245 | $607K |
| Foster Dykema Cabot & Partners, LLC | 0.04% | No change | 1,390 | $607K |
| Highland Capital Management, LLC | 0.03% | Add +231.6% | 1,386 | $605K |
| Capital Advisors Wealth Management, LLC | 0.08% | Reduce -7.5% | 1,384 | $605K |
| Denver PWM, LLC | 0.21% | Add +467.5% | 6,952 | $604K |
| BancFirst Trust & Investment Management | 0.27% | Add +35.5% | 1,435 | $603K |
| Integrated Financial Solutions, Inc. | 0.42% | No change | 1,377 | $602K |
| Planned Solutions, Inc. | 0.20% | Reduce -1.6% | 1,374 | $600K |
| Kitching Partners, LLC | 0.55% | Reduce -15.6% | 1,371 | $599K |
| Private Client Services, LLC | 0.18% | Add +12.2% | 1,370 | $599K |
| Turtle Creek Wealth Advisors, LLC | 0.05% | No change | 1,369 | $598K |
| American Financial & Tax Strategies Inc. | 0.29% | No change | 1,366 | $597K |
| Lee Danner & Bass Inc. | 0.04% | No change | 1,366 | $597K |
| Country Trust Bank | 0.01% | No change | 1,364 | $596K |
| North Star Investment Management Corp. | 0.04% | Add +1.9% | 1,360 | $594K |
| LexAurum Advisors, LLC | 0.08% | — | 1,354 | $591K |
| Strid Group, LLC | 0.07% | Reduce -8.2% | 1,353 | $591K |
| Verde Capital Management | 0.13% | Add +36.4% | 1,352 | $591K |
| WP Advisors, LLC | 0.15% | Add +0.1% | 1,351 | $590K |
| Daviman Financial, LLC | 0.35% | Add +0.1% | 1,350 | $590K |
| Colton Groome Financial Advisors, LLC | 0.17% | No change | 1,348 | $589K |
| Fragasso Financial Advisors Inc | 0.04% | Reduce -0.2% | 1,325 | $588K |
| Fortis Capital Management LLC | 0.08% | Add +0.1% | 1,344 | $587K |
| Walker Asset Management, LLC | 0.32% | Reduce -1.2% | 1,344 | $587K |
| Carroll Advisory Group, LLC | 0.23% | Reduce -0.6% | 1,344 | $587K |
| Prudent Investors Network, Inc. | 0.13% | Add +35.5% | 1,343 | $587K |
| Koenig Investment Advisory, LLC | 0.50% | Add +20.2% | 1,335 | $583K |
| Ti-Trust, Inc. | 0.35% | Reduce -0.4% | 1,332 | $582K |
| Approach Retirement Advisors, LLC | 0.48% | Add +8.0% | 1,332 | $582K |
| Navalign, LLC | 0.15% | Reduce -2.1% | 1,331 | $582K |
| CCG Wealth Management, LLC | 0.16% | New | 1,331 | $582K |
| Alaethes Wealth, LLC | 0.17% | Reduce -0.8% | 1,329 | $580K |
| SigFig Wealth Management, LLC | 0.02% | Add +5.1% | 1,328 | $580K |
| Community Bank, N.A. | 0.07% | Reduce -0.6% | 1,325 | $579K |
| Bannerman Wealth Management Group, LLC | 0.39% | No change | 1,320 | $577K |
| Center For Asset Management LLC | 0.29% | Reduce -0.5% | 1,320 | $577K |
| Berkeley Capital Partners, LLC | 0.13% | Add +0.1% | 1,308 | $572K |
| Pointe Capital Management LLC | 0.28% | No change | 1,295 | $566K |
| Scotia Capital Inc. | 0.00% | Reduce -12.6% | 1,289 | $563K |
| Stockman Wealth Management, Inc. | 0.06% | Reduce -17.4% | 1,287 | $562K |
| Coordinated Financial Services, Inc. | 0.33% | Add +5.4% | 1,285 | $561K |
| Eastern Bank | 0.01% | Reduce -5.0% | 1,283 | $560K |
| truNorth Financial Services, Inc. | 0.58% | Reduce -8.0% | 1,280 | $559K |
| Gilpin Wealth Management, LLC | 0.44% | Reduce -1.9% | 1,279 | $559K |
| Rockline Wealth Management, LLC | 0.12% | Add +84.8% | 1,279 | $559K |
| Cascade Financial Partners, LLC | 0.06% | Add +0.5% | 1,278 | $558K |
| Burkett Financial Services, LLC | 0.19% | Reduce -4.0% | 1,277 | $558K |
| Colter Lewis Investment Partners LLC | 0.52% | New | 1,277 | $558K |
| Murphy Pohlad Asset Management LLC | 0.20% | New | 1,275 | $557K |
| Naples Global Advisors, LLC | 0.04% | Add +11.6% | 1,274 | $557K |
| Retirement Solution LLC | 0.13% | Add +1.4% | 1,274 | $556K |
| Wealth Group Ltd | 0.13% | Reduce -3.0% | 1,270 | $555K |
| Sterling Investment Advisors, Ltd. | 0.10% | No change | 1,268 | $554K |
| Cladis Investment Advisory, LLC | 0.30% | Add +0.4% | 1,265 | $553K |
| Peak Wealth Management LLC | 0.45% | Reduce -2.7% | 1,262 | $551K |
| Arthur M. Cohen & Associates, LLC | 0.10% | Reduce -0.6% | 1,247 | $551K |
| Essex LLC | 0.10% | Add +0.1% | 1,260 | $550K |
| Hegarty Advisors, LLC | 0.43% | Add +12.0% | 1,257 | $549K |
| Ellevest, Inc. | 0.08% | Reduce -0.7% | 1,254 | $548K |
| Financial Management Network Inc. | 0.08% | Reduce -3.1% | 1,191 | $547K |
| Warther Private Wealth, LLC | 0.13% | New | 1,252 | $547K |
| Trademark Financial Management, LLC | 0.27% | Add +19.6% | 1,251 | $547K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.08% | Add +10.5% | 1,250 | $546K |
| Capital Square, LLC | 0.25% | Add +575.6% | 6,540 | $545K |
| Crewe Advisors LLC | 0.05% | Reduce -24.5% | 1,244 | $543K |
| Marshall Investment Management, LLC | 0.26% | Add +34.0% | 1,239 | $541K |
| Rodgers Brothers Inc. | 0.06% | Reduce -0.8% | 1,237 | $540K |
| Valley Forge Investment Consultants Inc. Adv | 0.16% | Add +2.1% | 1,237 | $540K |
| Flower City Capital | 0.27% | Reduce -2.2% | 1,234 | $539K |
| Motive Wealth Advisors | 0.25% | Add +0.6% | 1,234 | $539K |
| Redwood Investment Management, LLC | 0.07% | Add +0.4% | 1,232 | $538K |
| Mason & Associates, LLC | 0.12% | No change | 1,231 | $538K |
| Ipsen Advisor Group LLC | 0.37% | Add +0.1% | 1,226 | $535K |
| Midwest Capital Advisors, LLC | 0.25% | Add +4.2% | 1,223 | $534K |
| Mosley Wealth Management | 0.24% | Reduce -14.6% | 1,114 | $534K |
| Peoples Financial Services Corp. | 0.25% | Reduce -3.8% | 1,223 | $534K |
| Kropog Financial Group, LLC | 0.43% | Add +0.1% | 1,223 | $534K |
| NorthCoast Asset Management LLC | 0.01% | Reduce -0.3% | 1,221 | $533K |
| PAX Financial Group, LLC | 0.09% | Reduce -66.3% | 1,220 | $533K |
| Keystone Financial Group, Inc. | 0.28% | Add +0.2% | 1,218 | $532K |
| Inscription Capital, LLC | 0.06% | Add +3.4% | 1,213 | $530K |
| Sepio Capital, LP | 0.03% | Reduce -16.9% | 1,212 | $529K |
| HRC Wealth Management, LLC | 0.25% | Add +121.4% | 1,211 | $529K |
| D.B. Root & Company, LLC | 0.13% | Add +70.9% | 1,210 | $529K |
| Syntegra Private Wealth Group, LLC | 0.05% | No change | 1,209 | $528K |
| Mach-1 Financial Group, LLC | 0.19% | Reduce -57.6% | 1,207 | $527K |
| Christensen, King & Associates Investment Services, Inc. | 0.23% | Add +8.3% | 1,207 | $527K |
| MBL Wealth, LLC | 0.04% | No change | 1,204 | $526K |
| Everest Private Wealth | 0.27% | Reduce -26.1% | 1,203 | $526K |
| J. Derek Lewis & Associates Inc. | 0.12% | Add +10.1% | 1,202 | $525K |
| Odyssey Capital Advisors, Inc. | 0.47% | No change | 1,202 | $525K |
| Westside Investment Management, Inc. | 0.08% | Add +1.7% | 1,201 | $525K |
| Mason & Associates Inc | 0.10% | Add +0.7% | 1,248 | $524K |
| FWL Investment Management, LLC | 0.12% | No change | 1,200 | $524K |
| Chase Investment Counsel Corp. | 0.14% | No change | 1,200 | $524K |
| Solstein Capital, LLC | 0.21% | Add +41.2% | 1,199 | $524K |
| Financial Gravity Asset Management, Inc. | 0.09% | No change | 1,197 | $523K |
| Virtue Capital Management, LLC | 0.08% | Add +54.2% | 1,232 | $522K |
| Towneley Capital Management, Inc / DE | 0.11% | Add +0.2% | 1,195 | $522K |
| Wrapmanager Inc. | 0.18% | Reduce -29.1% | 1,193 | $521K |
| Sanchez Levi Garrett | 0.33% | — | 1,192 | $521K |
| PW Advisors, LLC \ FL | 0.39% | Reduce -8.3% | 1,192 | $521K |
| SilverOak Wealth Management LLC | 0.08% | Add +0.3% | 1,191 | $520K |
| McGlone Suttner Wealth Management, Inc. | 0.07% | Reduce -15.0% | 1,188 | $519K |
| Mosaic Financial Group, LLC | 0.37% | No change | 1,189 | $519K |
| Financial Security Advisor, Inc. | 0.09% | Reduce -9.2% | 1,180 | $515K |
| Verity Asset Management, Inc. | 0.22% | Reduce -24.5% | 1,178 | $515K |
| Balanced Rock Investment Advisors LLC | 0.36% | Add +0.5% | 1,178 | $515K |
| Halbert Hargrove Global Advisors, LLC | 0.02% | Reduce -6.0% | 1,173 | $513K |
| Hamilton Wealth, LLC | 0.10% | Reduce -6.7% | 1,173 | $512K |
| Ascent Advisors, LLC | 0.94% | — | 1,172 | $512K |
| Tucker Asset Management LLC | 0.15% | Add +88.6% | 1,171 | $511K |
| Pachira Investments Inc. | 0.24% | Add +0.7% | 1,166 | $509K |
| Legacy Private Trust Co. | 0.03% | No change | 1,165 | $509K |
| Freedom Investment Management, Inc. | 0.15% | Reduce -30.4% | 1,162 | $508K |
| Main Street Group, LTD | 0.16% | Reduce -23.5% | 1,157 | $505K |
| Sharper & Granite LLC | 0.17% | No change | 1,154 | $504K |
| Red Door Wealth Management, LLC | 0.05% | Add +1.5% | 1,151 | $503K |
| Beacon Wealthcare LLC | 0.18% | No change | 1,150 | $502K |
| Landmark Wealth Management, Inc. | 0.19% | Add +0.2% | 1,148 | $501K |
| waypoint wealth counsel | 0.26% | Reduce -13.8% | 1,146 | $501K |
| Ballast Rock Private Wealth LLC | 0.28% | No change | 1,146 | $501K |
| JGP Wealth Management, LLC | 0.05% | Add +4.5% | 1,146 | $501K |
| Portland Global Advisors LLC | 0.05% | Add +0.3% | 1,141 | $498K |
| Bailard, Inc. | 0.01% | Add +16.7% | 1,137 | $497K |
| Integrated Capital Management, LLC | 0.21% | Add +1.9% | 1,136 | $496K |
| Twele Capital Management, Inc. | 0.09% | No change | 1,131 | $494K |
| North Forty Two & Co. | 0.46% | No change | 1,128 | $493K |
| BSW Wealth Partners | 0.06% | Add +0.1% | 1,128 | $493K |
| MBE Wealth Management, LLC | 0.20% | Reduce -0.2% | 1,126 | $492K |
| Fidelity D & D Bancorp Inc. | 0.20% | Add +3.4% | 1,125 | $491K |
| Widmann Financial Services, Inc. | 0.29% | No change | 1,123 | $491K |
| TriaGen Wealth Management LLC | 0.13% | No change | 1,116 | $487K |
| Capital Investment Services of America, Inc. | 0.05% | Add +3.5% | 1,115 | $487K |
| Portfolio Resources Advisor Group, Inc. | 0.48% | Reduce -18.7% | 1,113 | $486K |
| Selective Wealth Management, Inc. | 0.14% | New | 5,869 | $485K |
| Centennial Advisors, LLC | 0.62% | New | 1,110 | $485K |
| Payne Capital LLC | 0.44% | No change | 1,108 | $484K |
| Dearborn Partners LLC | 0.03% | Add +41.5% | 1,108 | $484K |
| Salus Financial Advisors, LLC | 0.28% | Reduce -7.8% | 1,107 | $484K |
| Foster Victor Wealth Advisors, LLC | 0.03% | Add +0.6% | 1,014 | $483K |
| Pinnacle Family Advisors, LLC | 0.23% | No change | 1,105 | $483K |
| WASHINGTON TRUST Co | 0.02% | No change | 1,104 | $482K |
| Hazlett, Burt & Watson, Inc. | 0.15% | Add +2.5% | 1,099 | $482K |
| Sargent Investment Group, LLC | 0.06% | Add +51.0% | 1,101 | $481K |
| Rainey & Randall Wealth Advisors Inc. | 0.08% | No change | 1,100 | $481K |
| Elevated Financial Group LLC | 0.16% | New | 1,099 | $480K |
| Plan Group Financial, LLC | 0.11% | Add +9.4% | 1,097 | $479K |
| Topsail Wealth Management, LLC | 0.07% | No change | 1,097 | $479K |
| Peregrine Asset Advisers, Inc. | 0.13% | Add +43.5% | 1,095 | $478K |
| Opes Wealth Management LLC | 0.08% | No change | 1,095 | $478K |
| Chapman Financial Group, LLC | 0.34% | No change | 1,093 | $477K |
| Decision Investments, Inc. | 0.54% | Add +57.1% | 1,092 | $477K |
| Laffer Tengler Investments, Inc. | 0.08% | No change | 1,090 | $476K |
| RDA Financial Network | 0.12% | Reduce -1.2% | 1,087 | $475K |
| First Nebraska Trust Co | 0.04% | No change | 1,084 | $473K |
| Whitaker-Myers Wealth Managers, LTD. | 0.09% | Reduce -0.5% | 1,080 | $472K |
| Strategic Equity Management | 0.18% | Reduce -83.6% | 1,079 | $471K |
| GreatBanc Trust CO | 0.33% | No change | 1,075 | $470K |
| Weaver Consulting Group | 0.11% | Add +8.6% | 1,073 | $469K |
| Integrity Investment Advisors, LLC | 0.25% | Reduce -0.1% | 1,073 | $469K |
| GEM Asset Management, LLC | 0.21% | Add +6.5% | 1,072 | $468K |
| Redhawk Wealth Advisors, Inc. | 0.05% | Reduce -22.3% | 1,072 | $468K |
| Quad-Cities Investment Group, LLC | 0.19% | Add +0.1% | 1,068 | $467K |
| Welch & Forbes LLC | 0.01% | Add +1.4% | 1,068 | $466K |
| Fairfield, Bush & Co. | 0.26% | No change | 1,068 | $466K |
| Fort Washington Investment Advisors Inc. | 0.00% | Add +10.2% | 1,067 | $466K |
| ARK & TLK Investments, LLC | 0.13% | No change | 1,065 | $465K |
| Zullo Investment Group, Inc. | 0.18% | No change | 1,065 | $465K |
| Wellington Shields Capital Management, LLC | 0.07% | New | 1,065 | $465K |
| Townsend Asset Management Corp. /NC/ | 0.17% | Reduce -16.1% | 1,063 | $464K |
| TCFG Wealth Management, LLC | 0.17% | Add +0.4% | 1,061 | $463K |
| TCFG Investment Advisors, LLC | 0.17% | — | 1,061 | $463K |
| Apriem Advisors | 0.04% | No change | 1,059 | $463K |
| Cpwa, LLC | 0.55% | — | 5,324 | $462K |
| Missouri Trust & Investment Co | 0.14% | No change | 1,056 | $461K |
| Briaud Financial Planning Inc | 0.12% | No change | 1,054 | $460K |
| Carnegie Lake Advisors LLC | 0.18% | Reduce -21.8% | 1,053 | $460K |
| B.O.S.S. Retirement Advisors, LLC | 0.14% | Reduce -13.0% | 1,049 | $458K |
| GFG Capital, LLC | 0.15% | Reduce -5.8% | 1,049 | $458K |
| Allred Capital Management, LLC | 0.17% | Add +1.4% | 1,056 | $458K |
| Nemes Rush Group LLC | 0.04% | Reduce -0.2% | 1,048 | $458K |
| First Foundation Advisors | 0.02% | No change | 1,047 | $457K |
| Sanchez Gaunt Capital Management, LLC | 0.29% | — | 1,046 | $457K |
| Cascade Investment Group, Inc. | 0.30% | Add +14.5% | 1,043 | $456K |
| Englebert Financial Advisers, LLC | 0.52% | Reduce -60.0% | 1,039 | $454K |
| Milestone Asset Management, LLC | 0.08% | Add +17.4% | 1,038 | $454K |
| Spirepoint Private Client, LLC | 0.04% | No change | 1,037 | $453K |
| Cascade Investment Advisors, Inc. | 0.27% | No change | 1,034 | $452K |
| Westfuller Advisors, LLC | 0.19% | Reduce -3.1% | 1,033 | $451K |
| Portland Financial Advisors Inc | 0.94% | Reduce -9.2% | 1,030 | $450K |
| Granite FO LLC | 0.27% | No change | 1,028 | $449K |
| Invst, LLC | 0.05% | Reduce -85.1% | 1,025 | $448K |
| Minot DeBlois Advisors LLC | 0.41% | No change | 1,024 | $447K |
| Schnieders Capital Management, Llc. | 0.07% | No change | 1,021 | $446K |
| Nalls Sherbakoff Group, LLC | 0.33% | No change | 1,016 | $444K |
| Riverbend Wealth Management, LLC | 0.28% | Add +0.5% | 1,015 | $443K |
| DDD Partners, LLC | 0.03% | Add +1.4% | 1,015 | $443K |
| TruNorth Capital Management, LLC | 0.08% | Add +132.9% | 1,013 | $442K |
| Flagstar Securities, Inc. | 0.16% | Reduce -34.1% | 1,011 | $442K |
| Unique Wealth, LLC | 0.06% | Reduce -28.2% | 1,011 | $442K |
| Goldstone Financial Group, LLC | 0.05% | Add +5.4% | 1,011 | $441K |
| J.M. Arbour, LLC | 0.42% | Add +12.0% | 1,008 | $440K |
| FourThought Financial Partners, LLC | 0.04% | Reduce -11.8% | 1,003 | $438K |
| XML Financial, LLC | 0.04% | Add +2.5% | 1,000 | $437K |
| Garrett Wealth Advisory Group, LLC | 0.08% | Reduce -6.2% | 1,000 | $437K |
| Haven Private, LLC | 0.19% | New | 999 | $436K |
| Kelly Financial Services LLC | 0.10% | Reduce -12.7% | 995 | $434K |
| McLaughlin Asset Management, Inc. | 0.41% | New | 993 | $434K |
| Capstone Wealth Management Group, LLC | 0.18% | Add +0.1% | 992 | $434K |
| Strategic Planning Group, LLC | 0.06% | No change | 992 | $433K |
| Amplius Wealth Advisors, LLC | 0.04% | Add +0.1% | 991 | $433K |
| Debussy Capital Management LP | 0.06% | Reduce -16.9% | 990 | $432K |
| Signature Resources Capital Management, LLC | 0.20% | Reduce -0.1% | 987 | $431K |
| MOR Wealth Management, LLC | 0.20% | Reduce -31.1% | 987 | $431K |
| Penobscot Wealth Management | 0.13% | Reduce -6.0% | 984 | $430K |
| Weitzel Financial Services, Inc. | 0.16% | Add +0.8% | 976 | $429K |
| Threadgill Financial, LLC | 0.12% | No change | 982 | $429K |
| tru Independence LLC | 0.21% | Add +2.2% | 981 | $429K |
| Burling Wealth Partners, LLC | 0.07% | Add +11.6% | 981 | $428K |
| TCV Trust & Wealth Management, Inc. | 0.04% | No change | 981 | $428K |
| Slagle Financial, LLC | 0.14% | Reduce -2.0% | 980 | $428K |
| West Paces Advisors Inc. | 0.08% | Reduce -10.8% | 980 | $428K |
| Berman McAleer LLC | 0.06% | No change | 980 | $428K |
| Praetorian Wealth Management, Inc. | 0.08% | No change | 934 | $427K |
| Ethic Inc. | 0.01% | New | 977 | $427K |
| Horizon Financial Services, LLC | 0.19% | No change | 975 | $426K |
| Bouchey Financial Group, Ltd. | 0.03% | Reduce -63.8% | 926 | $426K |
| FLP Wealth Management, LLC | 0.87% | Reduce -0.7% | 972 | $425K |
| Vawter Financial, Ltd. | 0.18% | Reduce -1.7% | 972 | $425K |
| Huntleigh Advisors, Inc. | 0.07% | Add +19.2% | 973 | $424K |
| Creekside Partners | 0.17% | Reduce -0.4% | 971 | $424K |
| Braun-Bostich & Associates Inc. | 0.27% | Reduce -7.3% | 969 | $423K |
| Quartz Partners, LLC | 0.16% | Add +1.1% | 968 | $423K |
| KRM Wealth Management L.L.C. | 0.22% | Add +57.1% | 966 | $422K |
| Boreal Capital Management LLC | 0.41% | Reduce -12.7% | 966 | $422K |
| Samara Investment Management, LLC | 0.44% | — | 964 | $421K |
| Clear Harbor Asset Management, LLC | 0.03% | Add +7.8% | 962 | $420K |
| Weatherly Asset Management L. P. | 0.03% | No change | 959 | $419K |
| Resolute Wealth Strategies, LLC | 0.18% | Add +4.1% | 959 | $419K |
| AEGON USA Investment Management, LLC | 0.41% | No change | 957 | $418K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 957 | $418K |
| Millstone Evans Group, LLC | 0.25% | Add +30.5% | 955 | $417K |
| WealthTrust Axiom LLC | 0.10% | No change | 952 | $416K |
| Financial Life Planners | 0.32% | Add +0.1% | 952 | $416K |
| TopTier Wealth Management, LLC | 0.26% | No change | 951 | $415K |
| Moment Partners, LLC | 0.07% | No change | 950 | $415K |
| Collaborative Wealth Managment Inc. | 0.19% | Reduce -43.9% | 949 | $415K |
| DHJJ Financial Advisors, Ltd. | 0.14% | Add +5.0% | 949 | $414K |
| Elevation Wealth Management LLC | 0.38% | Reduce -33.3% | 945 | $413K |
| Stonebridge Financial Group, LLC | 0.03% | Add +84.4% | 944 | $412K |
| Flywheel Private Wealth LLC | 0.23% | No change | 942 | $411K |
| Define Financial, LLC | 0.22% | Add +0.1% | 941 | $411K |
| Oxinas Partners, LLC | 0.19% | Reduce -9.5% | 938 | $410K |
| FOCUS Wealth Advisors, LLC | 0.20% | No change | 937 | $409K |
| Clear Retirement Advice LLC | 0.32% | Reduce -11.9% | 937 | $409K |
| Trexquant Investment LP | 0.00% | Add +1.0% | 935 | $408K |
| Theory Financial LLC | 0.14% | No change | 934 | $408K |
| Meridian Financial Partners LLC | 0.15% | Reduce -1.1% | 917 | $408K |
| Gallagher Capital Advisors, LLC | 0.27% | Reduce -2.6% | 5,601 | $408K |
| Pursuit Wealth Strategies, LLC | 0.57% | Reduce -0.1% | 933 | $408K |
| BCR Wealth Strategies, LLC | 0.13% | Add +12.3% | 933 | $407K |
| Lyell Wealth Management, LP | 0.03% | Add +24.8% | 931 | $407K |
| Independence Wealth Advisors, LLC | 0.21% | No change | 922 | $403K |
| Northland Securities, Inc. | 0.38% | Reduce -31.4% | 922 | $403K |
| Advisory Advocates, LLC | 0.41% | Add +64.7% | 919 | $401K |
| Adkins Seale Capital Management LLC | 0.40% | No change | 918 | $401K |
| Sharp Wealth Advisory, LLC | 0.20% | Add +0.6% | 917 | $401K |
| MinichMacGregor Wealth Management, LLC | 0.07% | No change | 916 | $400K |
| WealthBridge Capital Management, LLC | 0.09% | Reduce -32.4% | 915 | $400K |
| Uhlmann Price Securities, LLC | 0.03% | New | 908 | $399K |
| Mystic Asset Management, Inc. | 0.09% | Add +2.9% | 914 | $399K |
| Hobart Private Capital, LLC | 0.08% | Reduce -0.5% | 913 | $399K |
| Westshore Wealth, LLC | 0.14% | Reduce -4.6% | 912 | $399K |
| Tarbox Family Office, Inc. | 0.06% | No change | 912 | $398K |
| Rockland Trust Co. | 0.02% | Add +0.4% | 912 | $398K |
| Goelzer Investment Management, Inc. | 0.02% | Add +45.8% | 911 | $398K |
| Shepherd Kaplan Krochuk, LLC | 0.33% | Reduce -12.8% | 909 | $397K |
| Verum Partners LLC | 0.08% | Add +21.0% | 906 | $396K |
| Meridian Wealth Partners, LLC | 0.05% | Add +5.5% | 906 | $396K |
| High Point Wealth Management, LLC | 0.39% | Reduce -9.9% | 905 | $396K |
| Montecito Bank & Trust | 0.06% | Add +10.1% | 903 | $394K |
| Camelot Technology Advisors, Inc. | 0.29% | No change | 900 | $393K |
| Appleton Partners Inc. | 0.03% | No change | 899 | $393K |
| Continuum Wealth Advisors, LLC | 0.16% | Reduce -46.7% | 899 | $393K |
| Napier Financial, LLC | 0.09% | New | 896 | $391K |
| Ferguson Shapiro LLC | 0.12% | No change | 895 | $391K |
| HM Payson & Co. | 0.01% | Add +5.4% | 894 | $390K |
| D'Orazio & Associates, Inc. | 0.05% | No change | 892 | $389K |
| Investment Partners, LTD. | 0.14% | Add +17.8% | 887 | $388K |
| Fortress Financial Group, LLC | 0.29% | No change | 886 | $387K |
| Cresta Advisors, Ltd. | 0.16% | Reduce -0.1% | 882 | $385K |
| Smith Thornton Advisors LLC | 0.19% | No change | 881 | $385K |
| 6th Street Advisors, LLC | 0.24% | — | 880 | $384K |
| City Center Advisors, LLC | 0.35% | Add +3.4% | 879 | $384K |
| Gallacher Capital Management LLC | 0.15% | No change | 878 | $384K |
| Dividend Assets Capital, LLC | 0.08% | No change | 878 | $384K |
| LVZ, Inc. | 0.04% | Reduce -3.7% | 878 | $384K |
| Forbes Financial Planning, Inc. | 0.22% | No change | 877 | $383K |
| GEN Financial Management, INC. | 0.24% | Add +1.2% | 875 | $382K |
| Stone Wealth Partners | 0.34% | Reduce -0.6% | 875 | $382K |
| Corepath Wealth Partners LLC | 0.26% | No change | 836 | $382K |
| Carr Financial Group Corp | 0.10% | No change | 873 | $381K |
| Capital Advantage, Inc. | 0.05% | No change | 867 | $379K |
| Perkins Coie Trust Co | 0.07% | No change | 866 | $378K |
| Coston, McIsaac & Partners | 0.09% | Add +0.5% | 866 | $378K |
| JHP Wealth Management, LLC | 0.36% | Reduce -6.3% | 865 | $378K |
| Eagle Harbor Asset Management Inc. | 0.32% | No change | 865 | $378K |
| Schiavi & Co LLC | 0.11% | Reduce -4.2% | 864 | $377K |
| Princeton Capital Management LLC | 0.10% | Reduce -1.3% | 860 | $376K |
| Miramontes Capital, LLC | 0.13% | Add +3.2% | 860 | $376K |
| First City Capital Management, Inc. | 0.20% | Reduce -7.3% | 857 | $374K |
| Liberty Square Wealth Partners LLC | 0.10% | No change | 857 | $374K |
| Cogent Private Wealth, Inc. | 0.27% | Reduce -0.6% | 856 | $374K |
| Tennessee Valley Asset Management Partners | 0.05% | Reduce -26.0% | 855 | $374K |
| Old North State Wealth Management, LLC | 0.17% | Add +9.9% | 853 | $373K |
| Schaper Benz & Wise Investment Counsel Inc. | 0.03% | Reduce -7.6% | 852 | $372K |
| Entrust Financial LLC | 0.26% | Add +0.1% | 852 | $372K |
| Taylor & Morgan Wealth Management, LLC | 0.21% | Reduce -0.3% | 851 | $372K |
| Fortress Private Ledger, LLC | 0.12% | Add +11.4% | 849 | $371K |
| Cooper Capital Advisors LLC | 0.26% | Add +0.7% | 849 | $371K |
| GAMCO Investors | 0.00% | Add +13.7% | 849 | $371K |
| Cheviot Value Management, LLC | 0.04% | No change | 847 | $370K |
| Pullen Investment Management, LLC | 0.18% | No change | 842 | $368K |
| Cornerstone Financial Management LLC | 0.34% | Reduce -11.9% | 840 | $367K |
| Traveka Wealth, LLC | 0.14% | Add +47.2% | 839 | $366K |
| Van Hulzen Asset Management, LLC | 0.03% | Reduce -57.4% | 839 | $366K |
| SmartHarvest Portfolios, LLC | 0.15% | Reduce -1.9% | 836 | $365K |
| Kapstone Financial Advisors LLC | 0.18% | New | 834 | $364K |
| Foundation Wealth Management, LLC | 0.25% | Add +0.2% | 834 | $364K |
| Ledyard National Bank | 0.03% | Reduce -0.1% | 833 | $364K |
| Lebenthal Global Advisors, LLC | 0.05% | Add +7.7% | 830 | $363K |
| Torrey-Payne Wealth Management, LLC | 0.33% | Reduce -14.9% | 830 | $363K |
| Platt Wealth Management LLC | 0.35% | No change | 830 | $362K |
| Sentinel Trust Co. Lba | 0.04% | No change | 828 | $362K |
| Clare Market Investments LLC | 0.08% | — | 826 | $361K |
| Secure Asset Management, LLC | 0.06% | Add +2.5% | 826 | $361K |
| NBT Bank, N.A. | 0.02% | Reduce -35.0% | 826 | $361K |
| Heritage Investment Group, Inc. | 0.05% | No change | 823 | $359K |
| Wilkerson Advisory Group LLC | 0.12% | Reduce -1.4% | 820 | $358K |
| Bank of Stockton | 0.11% | No change | 820 | $358K |
| LVM Capital Management Ltd. | 0.03% | No change | 818 | $357K |
| TrueWealth Advisors, LLC | 0.09% | Reduce -4.6% | 817 | $357K |
| Nilsine Partners, LLC | 0.03% | Add +614.7% | 4,274 | $357K |
| Jim Saulnier & Associates, LLC | 0.17% | Add +65.1% | 814 | $356K |
| Sigma Investment Counselors Inc. | 0.02% | Reduce -56.0% | 814 | $356K |
| TFO Wealth Partners, LLC | 0.05% | New | 814 | $356K |
| Bellevue Asset Management, LLC | 0.18% | Add +21.2% | 811 | $354K |
| Laurel Wealth Planning LLC | 0.19% | Reduce -18.1% | 811 | $354K |
| Fairview Capital Investment Management, LLC | 0.02% | Reduce -30.4% | 811 | $354K |
| Ducere Wealth Management LLC | 0.14% | Reduce -1.2% | 810 | $354K |
| CPC Advisors, LLC | 0.06% | No change | 808 | $353K |
| Howe & Rusling Inc. | 0.02% | Add +1.1% | 808 | $353K |
| Dynamic Wealth Strategies, LLC | 0.20% | No change | 808 | $353K |
| TRB Wealth Management, LLC | 0.05% | — | 807 | $352K |
| St. Clair Advisors, LLC | 0.09% | No change | 807 | $352K |
| First Interstate Bank | 0.02% | Add +20.7% | 805 | $352K |
| Heritage Wealth Advisors | 0.01% | No change | 805 | $351K |
| Stonekeep Investments, LLC | 0.23% | No change | 804 | $351K |
| SC&H Financial Advisors, Inc. | 0.05% | No change | 802 | $350K |
| Bristlecone Value Partners, LLC | 0.31% | New | 802 | $350K |
| Colony Family Offices, LLC | 0.09% | No change | 802 | $350K |
| Dynamic Financial Group | 0.29% | Add +0.8% | 802 | $350K |
| Cedarwood Wealth LLC | 0.35% | Reduce -25.1% | 801 | $350K |
| City National Bank of Florida | 0.21% | Add +60.6% | 800 | $349K |
| StoneCrest Wealth Management, Inc. | 0.15% | Reduce -26.5% | 799 | $349K |
| Resonant Capital Advisors, LLC | 0.02% | Reduce -5.7% | 797 | $348K |
| IRON Financial LLC | 0.15% | No change | 797 | $348K |
| Advanced Asset Management Advisors Inc | 0.10% | Add +3.1% | 795 | $347K |
| Global Wealth Management, LLC | 0.19% | Reduce -9.3% | 795 | $347K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -9.7% | 794 | $347K |
| Kensington Investment Counsel, LLC | 0.17% | New | 793 | $346K |
| Well Done, LLC | 0.05% | Reduce -2.7% | 792 | $346K |
| Tranquility Partners, LLC | 0.13% | Add +6.3% | 787 | $344K |
| Safeguard Investment Advisory Group, LLC | 0.09% | Add +1.2% | 785 | $343K |
| TFR Capital, LLC. | 0.11% | Reduce -12.2% | 784 | $342K |
| Financially in Tune, LLC | 0.29% | Add +54.1% | 780 | $341K |
| Chatterton & Associates Inc. | 0.24% | New | 736 | $338K |
| Abacus Planning Group, Inc. | 0.05% | No change | 774 | $338K |
| Chesapeake Wealth Management | 0.10% | Add +0.4% | 770 | $336K |
| Anson Capital, Inc. | 0.23% | Add +0.3% | 769 | $336K |
| Evernest Financial Advisors, LLC | 0.07% | Add +500.1% | 4,021 | $336K |
| Tompkins Financial Corp. | 0.03% | Add +257.2% | 768 | $335K |
| Riverbridge Partners LLC | 0.01% | New | 768 | $335K |
| Members Wealth LLC | 0.20% | Add +500.4% | 4,035 | $335K |
| Montis Financial, LLC | 0.07% | New | 767 | $335K |
| Vermillion Wealth Management, Inc. | 0.13% | Add +3.1% | 765 | $334K |
| Waterloo Capital, L.P. | 0.02% | Reduce -7.2% | 764 | $334K |
| Saxony Capital Management, LLC | 0.19% | Reduce -0.8% | 762 | $333K |
| SJS Investment Consulting Inc. | 0.04% | Add +56.5% | 762 | $333K |
| LMCG Investments, LLC | 0.02% | Add +7.7% | 760 | $332K |
| American State Bank (Iowa) | 0.16% | Add +24.1% | 758 | $331K |
| Burns J W & Co. Inc. | 0.04% | Add +0.1% | 757 | $331K |
| Unique Wealth Strategies, LLC | 0.14% | Add +70.0% | 755 | $330K |
| Trevian Wealth Management LLC | 0.16% | No change | 754 | $329K |
| Tempus Wealth Planning, LLC | 0.08% | No change | 753 | $329K |
| United Bank | 0.11% | No change | 753 | $329K |
| Barclays PLC | 0.00% | New | 752 | $328K |
| Jackson Thornton Wealth Management, LLC | 0.03% | No change | 712 | $328K |
| Gutierrez Wealth Advisory, LLC | 0.20% | Add +58.6% | 750 | $328K |
| Ridgecrest Wealth Partners, LLC | 0.18% | Add +1.4% | 749 | $327K |
| Ironwood Investment Counsel, LLC | 0.05% | Reduce -2.5% | 748 | $327K |
| Foundation Wealth Management, LLC\PA | 0.12% | No change | 748 | $327K |
| TFC Financial Management, Inc. | 0.04% | Add +31.9% | 748 | $327K |
| Matisse Capital | 0.14% | No change | 747 | $326K |
| New Hampshire Trust | 0.07% | No change | 747 | $326K |
| Texas Bank & Trust Co | 0.12% | New | 745 | $325K |
| Columbia Bank | 0.09% | Add +17.3% | 745 | $325K |
| Aviance Capital Partners, LLC | 0.04% | No change | 745 | $325K |
| McDonough Capital Management, Inc | 0.18% | No change | 745 | $325K |
| Independent Wealth Advisors LLC | 0.32% | Add +0.1% | 745 | $325K |
| Croban | 0.15% | No change | 743 | $325K |
| ARS Wealth Advisors Group, LLC | 0.03% | Reduce -28.3% | 741 | $323K |
| Sagewood Asset Management LP | 0.10% | No change | 740 | $323K |
| Activest Wealth Management | 0.06% | Reduce -3.5% | 739 | $323K |
| Adapt Wealth Advisors, LLC | 0.12% | Reduce -0.7% | 738 | $322K |
| Jacobson & Schmitt Advisors, LLC | 0.06% | No change | 737 | $322K |
| Wagner Wealth Management, LLC | 0.06% | No change | 736 | $321K |
| Entrewealth, LLC | 0.14% | Reduce -60.2% | 736 | $321K |
| Clear Wave Wealth Management LLC | 0.08% | — | 734 | $321K |
| Prevail Innovative Wealth Advisors, LLC | 0.05% | Add +4.6% | 734 | $321K |
| James J. Burns & Company, LLC | 0.04% | Reduce -1.5% | 733 | $320K |
| Copia Wealth Management | 0.22% | Reduce -25.1% | 733 | $320K |
| Financial Freedom, LLC | 0.16% | Add +0.1% | 729 | $318K |
| LGL Partners, LLC | 0.13% | Add +0.1% | 728 | $318K |
| Silver Oak Wealth Advisors Services, LLC | 0.21% | No change | 726 | $317K |
| Maple Capital Management, Inc. | 0.02% | No change | 721 | $315K |
| Foresight Capital Management Advisors, Inc. | 0.17% | Reduce -1.4% | 719 | $314K |
| Patten Group, Inc. | 0.05% | Reduce -3.2% | 718 | $314K |
| Atticus Wealth Management, LLC | 0.08% | No change | 716 | $313K |
| Blackston Financial Advisory Group, LLC | 0.20% | Reduce -12.2% | 714 | $312K |
| Brown, Lisle/Cummings, Inc. | 0.08% | No change | 714 | $312K |
| Pacific Sage Partners, LLC | 0.05% | Reduce -22.9% | 712 | $311K |
| Capital City Trust Co. | 0.07% | Reduce -1.1% | 711 | $311K |
| Keating Financial Advisory Services, Inc. | 0.05% | Reduce -0.6% | 710 | $310K |
| Home Federal Bank of Tennessee | 0.08% | No change | 705 | $308K |
| Heritage Trust Co | 0.03% | Reduce -1.3% | 704 | $308K |
| Wealth Quarterback LLC | 0.12% | Reduce -0.8% | 703 | $307K |
| Smith Chas P & Associates Pa Cpas | 0.02% | No change | 701 | $306K |
| Pacifica Partners Inc. | 0.10% | Reduce -2.6% | 701 | $306K |
| Cynosure Group, LLC | 0.04% | Add +0.1% | 701 | $306K |
| Midland Wealth Advisors, LLC | 0.02% | Reduce -14.4% | 700 | $306K |
| BDFS Capital LLC | 0.15% | Add +12.0% | 699 | $305K |
| Vaughan David Investments LLC | 0.01% | No change | 698 | $305K |
| Meriwether Wealth & Planning, LLC | 0.17% | Add +4.5% | 698 | $305K |
| Alpha Financial Advisors, LLC | 0.09% | No change | 697 | $305K |
| Cullinan Associates Inc. | 0.02% | Add +6.7% | 697 | $304K |
| Beacon Financial Strategies CORP | 0.17% | No change | 697 | $304K |
| Sulzberger Capital Advisors, Inc. | 0.31% | Reduce -14.2% | 696 | $304K |
| True North Advisors, LLC | 0.03% | New | 696 | $304K |
| Bey-Douglas LLC | 0.26% | Reduce -50.2% | 695 | $304K |
| MLP3, LLC | 0.34% | Reduce -13.1% | 695 | $303K |
| PCG Wealth Advisors, LLC | 0.08% | Add +8.9% | 694 | $303K |
| LBJ Family Wealth Advisors, Ltd. | 0.18% | No change | 720 | $303K |
| Aspiring Ventures, LLC | 0.10% | No change | 693 | $303K |
| Client 1ST Advisory Group, LLC | 0.09% | No change | 693 | $303K |
| Legacy Wealth Asset Management, LLC | 0.07% | No change | 693 | $303K |
| Select Asset Management & Trust | 0.09% | No change | 690 | $301K |
| Mairs & Power Inc. | 0.00% | No change | 688 | $301K |
| Eastover Investment Advisors LLC | 0.13% | Add +10.7% | 685 | $299K |
| MPS Loria Financial Planners, LLC | 0.08% | Reduce -1.0% | 681 | $297K |
| ICONIQ Capital, LLC | 0.01% | No change | 4,080 | $297K |
| Oxbow Advisors, LLC | 0.03% | Reduce -36.5% | 680 | $297K |
| BankChampaign, National Association | 0.29% | New | 677 | $296K |
| Moss Adams Wealth Advisors LLC | 0.02% | No change | 677 | $296K |
| Burton Enright Welch | 0.04% | New | 677 | $296K |
| Snider Financial Group | 0.09% | No change | 676 | $295K |
| Tower Bridge Advisors | 0.03% | New | 676 | $295K |
| My Personal CFO, LLC | 0.13% | No change | 675 | $295K |
| Concorde Asset Management, LLC | 0.14% | Reduce -20.1% | 674 | $295K |
| PTM Wealth Management, LLC | 0.16% | No change | 662 | $294K |
| Seven Mile Advisory | 0.21% | Reduce -67.6% | 673 | $294K |
| Callan Family Office, LLC | 0.01% | Reduce -2.2% | 672 | $294K |
| Oak Wealth Advisors LLC | 0.16% | No change | 672 | $294K |
| Christine Messmer PC | 0.19% | No change | 670 | $293K |
| Cibc World Market Inc. | 0.00% | Reduce -9.7% | 4,019 | $293K |
| Gilman Hill Asset Management, LLC | 0.04% | No change | 669 | $292K |
| Melfa Wealth Management, Inc. | 0.17% | Reduce -7.7% | 669 | $292K |
| Financial Symmetry Inc | 0.10% | Add +500.0% | 3,510 | $292K |
| Jamison Private Wealth Management, Inc. | 0.04% | No change | 666 | $291K |
| McDonald Partners LLC | 0.07% | Reduce -3.3% | 666 | $291K |
| Baugh & Associates, LLC | 0.13% | New | 663 | $290K |
| KFG Wealth Management, LLC | 0.04% | Add +16.8% | 662 | $289K |
| Seek First Inc. | 0.20% | Reduce -6.6% | 662 | $289K |
| L & S Advisors Inc | 0.04% | Add +1.9% | 662 | $289K |
| Great Point Wealth Advisors, LLC | 0.05% | No change | 661 | $289K |
| Garton & Associates Financial Advisors LLC | 0.24% | Reduce -1.2% | 660 | $288K |
| Amarillo National Bank | 0.05% | New | 660 | $288K |
| JPL Wealth Management, LLC | 0.07% | Reduce -0.1% | 659 | $288K |
| Sierra Summit Advisors LLC | 0.04% | Reduce -40.1% | 658 | $288K |
| Precedent Wealth Partners, LLC | 0.06% | Reduce -11.8% | 656 | $287K |
| Straight Path Wealth Management | 0.08% | Reduce -3.3% | 654 | $286K |
| Legacy Financial Advisors, Inc. | 0.04% | No change | 654 | $286K |
| Paragon Advisors, LLC | 0.08% | Add +9.6% | 653 | $285K |
| Sather Financial Group Inc | 0.02% | Reduce -17.1% | 653 | $285K |
| Gen-Wealth Partners Inc | 0.09% | No change | 653 | $285K |
| Elevation Advisory Partners LLC | 0.27% | — | 582 | $285K |
| Veracity Capital LLC | 0.10% | Add +7.4% | 652 | $285K |
| Beaird Harris Wealth Management, LLC | 0.02% | No change | 650 | $284K |
| Rebalance, LLC | 0.02% | No change | 648 | $283K |
| COFG Advisors, LLC | 0.07% | Reduce -1.5% | 648 | $283K |
| Lee, Kelleher & Klein Wealth Management | 0.17% | Add +48.3% | 648 | $283K |
| Innova Wealth Partners | 0.13% | Add +6.6% | 647 | $283K |
| 5th Street Advisors, LLC | 0.12% | No change | 646 | $282K |
| Integris Wealth Management, LLC | 0.06% | Reduce -1.5% | 645 | $282K |
| Cookson Peirce & Co. Inc. | 0.01% | No change | 645 | $282K |
| Accelerate Investment Advisors LLC | 0.19% | No change | 643 | $281K |
| Sterling Group Wealth Management, LLC | 0.13% | No change | 643 | $281K |
| Vident Advisory, LLC | 0.00% | New | 641 | $280K |
| New Insight Wealth Advisors | 0.10% | Add +3.5% | 641 | $280K |
| Physician Wealth Solutions Inc. | 0.12% | No change | 637 | $278K |
| Paces Ferry Wealth Advisors, LLC | 0.12% | Add +15.2% | 636 | $278K |
| National Wealth Management Group, LLC | 0.10% | Reduce -42.2% | 636 | $278K |
| Guidance Point Advisors, LLC | 0.07% | Reduce -0.6% | 633 | $277K |
| Essex Bank | 0.06% | Add +21.0% | 633 | $276K |
| Monetary Management Group Inc. | 0.07% | Add +565.3% | 632 | $276K |
| Park Capital Management, LLC / WI | 0.27% | Reduce -4.8% | 631 | $276K |
| Kaufman Rossin Wealth, LLC | 0.16% | Add +3.6% | 631 | $276K |
| Vigil Wealth Management, LLC | 0.22% | Reduce -2.2% | 629 | $275K |
| Ceeto Capital Group, LLC | 0.08% | No change | 628 | $274K |
| Victrix Investment Advisors | 0.10% | Add +12.6% | 626 | $273K |
| M.E. Allison & Co., Inc. | 0.18% | Reduce -25.3% | 626 | $273K |
| Kingsbury Capital Investment Advisors LLC | 0.26% | — | 624 | $273K |
| Etesian Wealth Advisors, Inc. | 0.09% | Add +0.7% | 623 | $272K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -0.6% | 623 | $272K |
| Silver Lake Advisory, LLC | 0.11% | Reduce -89.4% | 623 | $272K |
| Eagle Rock Investment Company, LLC | 0.04% | No change | 622 | $272K |
| Fagan Associates, Inc. | 0.04% | No change | 622 | $272K |
| RFG Holdings, Inc. | 0.07% | Reduce -4.8% | 620 | $271K |
| Koss-Olinger Consulting, LLC | 0.02% | No change | 620 | $271K |
| Teamwork Financial Advisors, LLC | 0.03% | New | 620 | $271K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 620 | $271K |
| Courier Capital LLC | 0.02% | No change | 619 | $271K |
| Seneca House Advisors | 0.11% | Reduce -6.5% | 619 | $270K |
| Fairman Group, LLC | 0.23% | Add +20.0% | 618 | $270K |
| Brave Asset Management Inc. | 0.06% | No change | 618 | $270K |
| Landaas & Co. /Wi | 0.06% | Reduce -23.4% | 617 | $269K |
| QTR Family Wealth, LLC | 0.11% | Add +0.2% | 565 | $269K |
| Fortune Financial Advisors, LLC | 0.14% | New | 616 | $269K |
| Andrew Hill Investment Advisors, Inc. | 0.24% | No change | 616 | $269K |
| Core Wealth Management, Inc. | 0.08% | No change | 616 | $269K |
| Wheelhouse Advisory Group LLC | 0.09% | Reduce -7.3% | 614 | $268K |
| Cadent Capital Advisors, LLC | 0.07% | Reduce -3.8% | 613 | $268K |
| Tyche Wealth Partners LLC | 0.04% | No change | 612 | $267K |
| Wealthgarden F.S. LLC | 0.18% | Reduce -10.1% | 612 | $267K |
| Pennsylvania Capital Management Inc. | 0.08% | No change | 609 | $266K |
| Phoenix Wealth Advisors | 0.10% | Reduce -10.7% | 608 | $266K |
| Capstone Wealth Management Group LLC | 0.16% | Add +8.0% | 607 | $265K |
| Penney Financial, LLC | 0.10% | Add +17.0% | 607 | $265K |
| Texas Capital Bank Wealth Management Services Inc | 0.02% | Reduce -9.5% | 607 | $265K |
| Warburton Capital Management, LLC | 0.13% | Add +0.2% | 577 | $265K |
| Professional Financial Solutions LLC | 0.24% | No change | 606 | $265K |
| Power Wealth Management LLC | 0.10% | Add +0.7% | 606 | $265K |
| Wealth Management Nebraska | 0.03% | Reduce -31.1% | 606 | $265K |
| Stillwater Capital Advisors, LLC | 0.03% | No change | 605 | $264K |
| HighRoad Wealth Advisors, LLC | 0.26% | Reduce -4.7% | 603 | $263K |
| Ignite Planners, LLC | 0.04% | Add +9.0% | 603 | $263K |
| Polaris Investment Advisors, LLC | 0.19% | No change | 601 | $262K |
| Symphony Financial, Ltd. Co. | 0.03% | New | 610 | $262K |
| JDM Financial Group LLC | 0.10% | No change | 600 | $262K |
| Lumbard & Kellner, LLC | 0.09% | No change | 600 | $262K |
| Evelyn Partners Investment Management Services Ltd | 0.03% | Reduce -15.7% | 600 | $262K |
| Nikulski Financial, Inc. | 0.06% | No change | 598 | $261K |
| Parker Investment Management, LLC | 0.04% | No change | 598 | $261K |
| Columbus Macro, LLC | 0.03% | No change | 598 | $261K |
| Lazari Capital Management, Inc. | 0.09% | Add +7.2% | 598 | $261K |
| Eagle Wealth Advisors LLC | 0.24% | No change | 595 | $260K |
| SlateStone Wealth, LLC | 0.02% | Reduce -4.8% | 592 | $259K |
| American Financial Advisors, LLC | 0.03% | Add +3.9% | 592 | $259K |
| Williamson Legacy Group, LLC | 0.19% | Reduce -3.7% | 592 | $259K |
| Harbour Investment Management LLC | 0.14% | No change | 590 | $258K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.07% | Reduce -50.0% | 590 | $258K |
| One Wealth Capital Management, LLC | 0.11% | Add +535.7% | 3,096 | $256K |
| Monument Group Wealth Advisors, LLC | 0.14% | Reduce -54.1% | 584 | $255K |
| Satovsky Asset Management LLC | 0.04% | No change | 582 | $254K |
| Van Cleef Asset Management,Inc | 0.03% | No change | 582 | $254K |
| Arcadia Wealth Management, Inc. | 0.14% | No change | 580 | $253K |
| Advisortrust Partners, LLC | 0.11% | Reduce -67.0% | 580 | $253K |
| Yarger Wealth Strategies, LLC | 0.10% | Add +0.2% | 580 | $253K |
| Oxler Private Wealth LLC | 0.08% | Add +0.2% | 579 | $253K |
| Bensler, LLC | 0.03% | Reduce -0.3% | 578 | $252K |
| 1ST Source Bank | 0.01% | Reduce -2.7% | 577 | $252K |
| Drake & Associates, LLC | 0.05% | New | 575 | $251K |
| Cannon Wealth Management Services, LLC | 0.17% | Reduce -20.6% | 571 | $249K |
| Round Rock Advisors LLC | 0.04% | Reduce -1.2% | 571 | $249K |
| Rothschild Wealth LLC | 0.02% | Reduce -4.4% | 569 | $249K |
| Silver Oak Advisory Group, Inc. | 0.11% | No change | 568 | $248K |
| PMG Family Office LLC | 0.28% | Add +10.7% | 567 | $248K |
| Sonata Capital Group Inc. | 0.09% | No change | 567 | $248K |
| Henderson Brothers Financial Partners, LLC | 0.06% | — | 566 | $247K |
| Joseph P. Lucia & Associates, LLC | 0.09% | No change | 565 | $247K |
| Next Level Wealth Planning, LLC | 0.13% | Reduce -12.9% | 565 | $247K |
| Parcion Private Wealth LLC | 0.02% | New | 564 | $246K |
| Cornerstone Planning, LLC | 0.06% | No change | 564 | $246K |
| Family Capital Management, Inc. | 0.11% | No change | 562 | $246K |
| Lutz Financial Services LLC | 0.02% | Add +24.6% | 562 | $245K |
| Private Wealth Management Group, LLC | 0.06% | Reduce -4.8% | 561 | $245K |
| Arcus Capital Partners, LLC | 0.09% | Reduce -2.8% | 558 | $244K |
| Fort Point Capital Partners LLC | 0.03% | No change | 557 | $243K |
| Central Valley Advisors, LLC | 0.07% | New | 556 | $243K |
| Clarity Wealth Development LLC | 0.20% | Reduce -3.0% | 557 | $243K |
| Traphagen Investment Advisors LLC | 0.02% | Add +1.5% | 556 | $243K |
| Total Clarity Wealth Management, Inc. | 0.06% | Reduce -14.8% | 553 | $242K |
| Oak Asset Management, LLC | 0.08% | No change | 551 | $241K |
| Tactive Advisors, LLC | 0.07% | Reduce -10.4% | 551 | $241K |
| Morangie Management LLC | 0.22% | No change | 550 | $240K |
| Oakmont Investment Advisors, Inc. | 0.22% | No change | 550 | $240K |
| ABLE Financial Group, LLC | 0.05% | No change | 550 | $240K |
| Frisch Financial Group, Inc. | 0.05% | No change | 549 | $240K |
| Connecticut Capital Management Group, LLC | 0.23% | Reduce -2.3% | 549 | $240K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -43.9% | 548 | $239K |
| Kesler, Norman & Wride, LLC | 0.04% | No change | 547 | $239K |
| David J Yvars Group | 0.13% | No change | 547 | $239K |
| Corundum Group, Inc. | 0.08% | No change | 547 | $239K |
| Commerce Advisors, LLC | 0.20% | — | 547 | $239K |
| Stordahl Capital Management, Inc. | 0.05% | No change | 546 | $238K |
| Atlas Wealth LLC | 0.09% | Reduce -22.3% | 545 | $238K |
| Palatine Hill Wealth Management, LLC | 0.21% | Reduce -4.7% | 543 | $237K |
| Encompass More Asset Management | 0.04% | Reduce -3.0% | 542 | $237K |
| Legacy Trust | 0.05% | Add +26.9% | 542 | $237K |
| Bucket List Wealth Management, LLC | 0.14% | Reduce -49.0% | 542 | $237K |
| East Coast Asset Management, LLC. | 0.08% | Reduce -8.8% | 541 | $236K |
| MeadowBrook Investment Advisors LLC | 0.21% | No change | 540 | $236K |
| ARS Investment Partners, LLC | 0.01% | Reduce -8.8% | 539 | $236K |
| Elm Partners Management LLC | 0.01% | Add +39.2% | 3,361 | $235K |
| Hilton Head Capital Partners, LLC | 0.13% | No change | 538 | $235K |
| Financial Planning Hawaii, Inc. | 0.14% | Add +0.6% | 536 | $234K |
| Capstone Financial Advisors, Inc. | 0.01% | No change | 535 | $234K |
| MorganRosel Wealth Management, LLC | 0.09% | No change | 535 | $234K |
| Stenger Family Office, LLC | 0.04% | Add +12.9% | 535 | $234K |
| Capstone Wealth Management, Inc. | 0.20% | No change | 525 | $233K |
| LBMC Investment Advisors, LLC | 0.01% | Reduce -1.9% | 531 | $232K |
| Urban Wealth Management, LLC | 0.24% | No change | 531 | $232K |
| Eaton-Cambridge Inc. | 0.07% | Add +19.7% | 529 | $231K |
| Asset One Wealth Management LLC | 0.03% | Add +500.0% | 2,832 | $231K |
| Mengis Capital Management, Inc. | 0.04% | Reduce -1.7% | 528 | $231K |
| Carson Advisory Inc. | 0.12% | Add +5.2% | 528 | $231K |
| MY Wealth Management Inc. | 0.22% | Add +8.8% | 621 | $230K |
| Grey Ledge Advisors, LLC | 0.05% | Reduce -0.4% | 523 | $229K |
| Soundwatch Capital LLC | 0.03% | Reduce -37.7% | 521 | $228K |
| Annandale Capital, LLC | 0.04% | Add +10.7% | 519 | $227K |
| Global Wealth Strategies & Associates | 0.06% | Reduce -27.8% | 519 | $227K |
| Endowment Wealth Management, Inc. | 0.10% | Add +3.2% | 518 | $226K |
| Total Investment Management Inc. | 0.03% | Add +9.1% | 517 | $226K |
| Legacy Capital Wealth Partners, LLC | 0.05% | Reduce -17.8% | 517 | $226K |
| Trust Point Inc. | 0.02% | Reduce -0.8% | 517 | $226K |
| Aerodigm Wealth, LLC | 0.08% | No change | 516 | $225K |
| Sun Group Wealth Partners | 0.18% | No change | 514 | $225K |
| Nottingham Advisors, Inc. | 0.03% | Add +0.2% | 512 | $224K |
| Meridian Investment Counsel Inc. | 0.05% | No change | 509 | $222K |
| Balance Wealth Partners LLC | 0.07% | New | 508 | $222K |
| McClarren Financial Advisors, Inc. | 0.13% | Reduce -61.7% | 508 | $222K |
| Fiduciary Advisors, Inc. | 0.17% | Reduce -1.0% | 508 | $222K |
| Waddell & Associates, LLC | 0.01% | Reduce -19.7% | 506 | $221K |
| PlanVest Financial, Inc | 0.17% | — | 503 | $220K |
| Investment Partners Asset Management, Inc. | 0.14% | No change | 502 | $219K |
| TCP Asset Management, LLC | 0.03% | No change | 501 | $219K |
| Unified Investment Management | 0.22% | No change | 500 | $218K |
| M. Kraus & Co | 0.06% | Reduce -6.0% | 500 | $218K |
| Fiduciary Family Office, LLC | 0.06% | Reduce -41.5% | 500 | $218K |
| Evergreen Advisors, LLC | 0.05% | No change | 499 | $218K |
| Greenline Wealth Management LLC | 0.25% | Add +24.5% | 498 | $218K |
| Stone House Investment Management, LLC | 0.04% | Add +4.6% | 498 | $218K |
| Chartist Inc. | 0.16% | No change | 497 | $217K |
| Stephenson & Company, Inc. | 0.12% | Reduce -6.4% | 497 | $217K |
| One Degree Advisors Inc | 0.06% | No change | 497 | $217K |
| Resurgent Financial Advisors LLC | 0.08% | New | 497 | $217K |
| Northstar Financial Companies, Inc. | 0.17% | Reduce -10.3% | 496 | $217K |
| Axim Planning & Wealth | 0.26% | Add +12.5% | 495 | $216K |
| Magnolia Private Wealth, LLC | 0.14% | No change | 495 | $216K |
| Financial Strategies Group, Inc. | 0.04% | Add +500.0% | 2,586 | $216K |
| CV Advisors LLC | 0.06% | New | 2,964 | $216K |
| Wynn Capital, LLC | 0.11% | No change | 492 | $215K |
| Curated Wealth Partners LLC | 0.03% | Reduce -65.8% | 492 | $215K |
| Old Port Advisors | 0.05% | Add +0.2% | 491 | $214K |
| Iams Wealth Management, LLC | 0.07% | Reduce -1.6% | 490 | $214K |
| Stonebridge Capital Advisors LLC | 0.01% | Add +7.9% | 490 | $214K |
| Rathbones Group PLC | 0.00% | No change | 490 | $214K |
| Albion Financial Group | 0.01% | No change | 489 | $214K |
| Piedmont Capital Management, LLC | 0.14% | No change | 489 | $214K |
| Bell Investment Advisors, Inc | 0.03% | No change | 488 | $213K |
| O'ROURKE & COMPANY, Inc | 0.08% | Reduce -12.9% | 487 | $213K |
| Twin Peaks Wealth Advisors, LLC | 0.05% | No change | 486 | $212K |
| Sensible Money, LLC | 0.06% | No change | 486 | $212K |
| Garden State Investment Advisory Services LLC | 0.05% | No change | 485 | $212K |
| Advocate Investing Services LLC | 0.18% | Add +0.2% | 485 | $212K |
| Waycross Investment Management Co | 0.20% | No change | 483 | $211K |
| Astra Wealth Partners LLC | 0.13% | No change | 481 | $210K |
| Wiser Wealth Management, Inc | 0.05% | New | 480 | $210K |
| Aegis Wealth Management, Inc. | 0.16% | Add +3.9% | 479 | $209K |
| Shearwater Capital LLC | 0.11% | New | 477 | $208K |
| Ring Mountain Capital, LLC | 0.11% | No change | 477 | $208K |
| Peirce Capital Management, LLC | 0.08% | New | 476 | $208K |
| RPS Advisory Solutions LLC | 0.12% | Reduce -5.0% | 475 | $208K |
| American National Bank & Trust | 0.02% | Reduce -5.0% | 475 | $207K |
| AssuredPartners Investment Advisors, LLC | 0.02% | Reduce -1.7% | 466 | $207K |
| Ascent Wealth Partners, LLC | 0.02% | New | 474 | $207K |
| CJM Wealth Advisers, Ltd. | 0.06% | Add +4.6% | 474 | $207K |
| Stonehearth Capital Management, LLC | 0.08% | No change | 471 | $206K |
| Security National Bank | 0.03% | Reduce -9.1% | 469 | $205K |
| Wealthcare Capital Partners, LLC | 0.10% | Reduce -12.8% | 465 | $203K |
| IMPACTfolio, LLC | 0.09% | No change | 464 | $203K |
| Shoker Investment Counsel, Inc. | 0.06% | No change | 462 | $202K |
| Delta Asset Management LLC | 0.02% | Reduce -17.2% | 461 | $201K |
| ASL Financial, LLC | 0.16% | No change | 459 | $200K |
| Equita Financial Network, Inc. | 0.06% | New | 458 | $200K |
| Godsey & Gibb, Inc. | 0.02% | Add +3.6% | 458 | $200K |
| EPG Wealth Management LLC | 0.05% | Add +12.3% | 455 | $199K |
| Cornerstone National Bank & Trust Co | 0.07% | No change | 442 | $195K |
| High Note Wealth, LLC | 0.04% | Add +1.1% | 444 | $194K |
| Cornerstone Planning Group LLC | 0.03% | Add +760.2% | 2,271 | $191K |
| Sachetta, LLC | 0.10% | No change | 429 | $187K |
| Lynch Asset Management, Inc. | 0.06% | Reduce -3.2% | 429 | $187K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +0.2% | 427 | $186K |
| IFG Advisory, LLC | 0.53% | Reduce -98.5% | 424 | $185K |
| Hamilton Point Investment Advisors, LLC | 0.03% | No change | 420 | $183K |
| Toronto Dominion Bank | 0.00% | Add +264.9% | 416 | $182K |
| Lloyd Advisory Services, LLC. | 0.05% | Reduce -88.6% | 416 | $182K |
| Kingdom Financial Group LLC. | 0.05% | Add +89.1% | 416 | $182K |
| WFA of San Diego, LLC | 0.14% | Reduce -71.9% | 411 | $180K |
| Elevate Wealth Advisory, Inc. | 0.11% | No change | 408 | $178K |
| Roxbury Financial LLC | 0.16% | No change | 408 | $178K |
| Key Capital Management, INC | 0.12% | Add +35.7% | 407 | $178K |
| Walsh & Associates, LLC | 0.18% | No change | 407 | $178K |
| Beacon Investment Advisory Services, Inc. | 0.01% | Reduce -36.4% | 401 | $175K |
| McMillan Office, Inc. | 0.02% | New | 400 | $175K |
| Trifecta Capital Advisors, LLC | 0.03% | No change | 395 | $173K |
| Davis Capital Management | 0.12% | No change | 391 | $171K |
| NorthAvenue LLC | 0.13% | No change | 388 | $169K |
| Proathlete Wealth Management LLC | 0.05% | No change | 385 | $168K |
| Community Financial Services Group, LLC | 0.03% | Reduce -11.2% | 373 | $165K |
| Atlas Capital Advisors Inc. | 0.02% | Add +1740.0% | 368 | $161K |
| Bangor Savings Bank | 0.01% | No change | 360 | $157K |
| Gables Capital Management Inc. | 0.07% | Add +1.4% | 2,132 | $155K |
| YANKCOM Partnership | 0.06% | Reduce -2.2% | 353 | $154K |
| C M Bidwell & Associates Ltd. | 0.07% | No change | 351 | $153K |
| Merkkuri Wealth Advisors LLC | 0.10% | New | 350 | $153K |
| First Financial Corp. | 0.06% | No change | 348 | $152K |
| Rakuten Securities, Inc. | 0.06% | Add +44.5% | 344 | $150K |
| MidFirst Bank | 0.01% | Reduce -55.0% | 343 | $150K |
| Paladin Advisory Group, LLC | 0.11% | Reduce -0.9% | 339 | $148K |
| Grand Wealth Management, LLC | 0.07% | No change | 335 | $146K |
| Manning & Napier Advisors LLC | 0.00% | No change | 332 | $145K |
| Sittner & Nelson, LLC | 0.05% | No change | 331 | $145K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 331 | $145K |
| True Link Financial Advisors, LLC | 0.01% | New | 330 | $144K |
| Founders Capital Management | 0.07% | No change | 324 | $142K |
| Mark Sheptoff Financial Planning, LLC | 0.07% | Add +500.7% | 1,640 | $138K |
| Union Savings Bank | 0.06% | No change | 316 | $138K |
| Legacy Bridge, LLC | 0.05% | No change | 314 | $137K |
| Comprehensive Financial Planning, Inc. | 0.09% | No change | 313 | $137K |
| Citizens National Bank Trust Department | 0.02% | No change | 313 | $137K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 306 | $134K |
| Caitlin John, LLC | 0.08% | Reduce -7.0% | 306 | $134K |
| Pin Oak Investment Advisors Inc. | 0.09% | No change | 303 | $132K |
| SYM FINANCIAL Corp | 0.01% | Reduce -14.4% | 302 | $132K |
| Merrithew & Thorsten Inc | 0.12% | Add +0.3% | 301 | $131K |
| Clean Yield Group | 0.04% | Reduce -14.6% | 293 | $128K |
| Valley Wealth Managers, Inc. | 0.01% | No change | 293 | $128K |
| TrustBank | 0.05% | New | 290 | $127K |
| Innovative Asset Advisors Group, LLC | 0.07% | — | 287 | $125K |
| Opal Wealth Advisors, LLC | 0.03% | New | 286 | $125K |
| Wolff Wiese Magana LLC | 0.07% | No change | 285 | $124K |
| Clearstead Trust, LLC | 0.02% | No change | 284 | $124K |
| Bradley & Co. Private Wealth Management, LLC | 0.07% | No change | 284 | $124K |
| Blue Bell Private Wealth Management, LLC | 0.02% | No change | 284 | $124K |
| Creative Capital Management Investments LLC | 0.04% | No change | 281 | $123K |
| Kozak & Associates, Inc. | 0.02% | Add +4.0% | 261 | $122K |
| Ascentis Wealth Management, LLC | 0.03% | Reduce -56.1% | 277 | $121K |
| USA Financial Formulas | 0.02% | Reduce -76.8% | 276 | $121K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 276 | $121K |
| Lodestone Wealth Management LLC | 0.05% | No change | 273 | $119K |
| Pension & Wealth Management Advisors, Inc. | 0.04% | Add +92.9% | 270 | $118K |
| Bernard Wealth Management Corp. | 0.05% | No change | 269 | $117K |
| Kimelman & Baird, LLC | 0.01% | No change | 261 | $114K |
| Physician Wealth Advisors, Inc. | 0.02% | No change | 259 | $113K |
| Kennebec Savings Bank | 0.10% | No change | 258 | $113K |
| Ankerstar Wealth, LLC | 0.12% | Reduce -19.8% | 252 | $110K |
| Roble, Belko & Company, Inc | 0.01% | No change | 251 | $110K |
| Sunrise Financial Services, LLC | 0.08% | New | 251 | $110K |
| Capital Investment Counsel, Inc | 0.01% | No change | 251 | $110K |
| KERR FINANCIAL PLANNING Corp | 0.07% | Add +280.4% | 1,278 | $105K |
| Versant Capital Management, Inc | 0.01% | No change | 236 | $103K |
| Financial Consulate, Inc. | 0.01% | No change | 232 | $101K |
| Wellington-Altus USA Inc. | 0.06% | Add +568.6% | 1,170 | $101K |
| Global Trust Asset Management, LLC | 0.04% | No change | 230 | $100K |
| Insight Inv LLC | 0.05% | No change | 223 | $97K |
| Whipplewood Advisors, LLC | 0.05% | No change | 220 | $96K |
| Corsicana & Co. | 0.06% | Reduce -8.3% | 254 | $94K |
| Purpose Unlimited Inc. | 0.00% | New | 205 | $89K |
| Tidemark, LLC | 0.02% | Reduce -21.5% | 204 | $89K |
| Ameriflex Group, Inc. | 0.04% | Add +17.3% | 203 | $89K |
| Triumph Capital Management | 0.02% | No change | 201 | $88K |
| 10Elms LLP | 0.06% | New | 200 | $87K |
| Luken Investment Analytics, LLC | 0.03% | No change | 200 | $87K |
| GW&K Investment Management, LLC | 0.00% | No change | 200 | $87K |
| Investors Portfolio Services LLC | 0.08% | No change | 199 | $87K |
| Rice Partnership, LLC | 0.01% | Reduce -7.7% | 192 | $84K |
| Burk Holdings LLC | 0.03% | New | 186 | $81K |
| Cypress Capital Management LLC (WY) | 0.07% | No change | 180 | $79K |
| Strategic Advisory Partners, LLC | 0.06% | New | 177 | $77K |
| Front Row Advisors LLC | 0.03% | Add +941.2% | 177 | $77K |
| Atlantic Edge Private Wealth Management, LLC | 0.02% | Reduce -84.0% | 172 | $75K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 171 | $75K |
| Field & Main Bank | 0.02% | No change | 170 | $74K |
| Princeton Global Asset Management LLC | 0.01% | No change | 170 | $74K |
| Centennial Bank | 0.03% | No change | 163 | $71K |
| Owl Creek Wealth Partners LLC | 0.02% | — | 160 | $70K |
| Retirement Wealth Solutions LLC | 0.04% | No change | 159 | $69K |
| Godfrey Financial Associates, Inc. | 0.06% | Reduce -0.6% | 158 | $69K |
| Darwin Wealth Management, LLC | 0.02% | No change | 157 | $69K |
| GGM Financial LLC | 0.03% | No change | 154 | $67K |
| Morris Financial Concepts, Inc. | 0.02% | No change | 152 | $66K |
| MPWM Advisory Solutions, LLC | 0.04% | No change | 151 | $66K |
| City Holding Co. | 0.01% | Reduce -3.9% | 150 | $66K |
| Atwood & Palmer Inc. | 0.00% | No change | 149 | $65K |
| Bear Mountain Capital, Inc. | 0.02% | No change | 129 | $64K |
| Orion Capital Management LLC | 0.02% | Add +3.6% | 145 | $63K |
| Morton Brown Family Wealth, LLC | 0.02% | No change | 143 | $62K |
| CoreFirst Bank & Trust | 0.03% | No change | 140 | $61K |
| Evelyn Partners Asset Management Ltd | 0.02% | Add +460.0% | 140 | $61K |
| Disciplina Capital Management LLC | 0.01% | No change | 140 | $61K |
| Pacific Center for Financial Services | 0.02% | No change | 139 | $61K |
| MTM Investment Management, LLC | 0.02% | Reduce -19.3% | 138 | $60K |
| Alerus Financial NA | 0.00% | No change | 129 | $56K |
| Woodard & Co. Asset Management Group Inc. | 0.01% | No change | 128 | $56K |
| Resources Management Corp. /CT/ | 0.01% | Add +66.7% | 125 | $55K |
| one8zero8, LLC | 0.01% | Reduce -15.5% | 125 | $55K |
| Noble Wealth Management PBC | 0.03% | No change | 123 | $54K |
| Aventura Private Wealth, LLC | 0.02% | No change | 123 | $54K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 123 | $54K |
| Richards, Merrill & Peterson, Inc. | 0.02% | No change | 121 | $53K |
| CNB Bank | 0.02% | No change | 118 | $52K |
| True Wealth Design, LLC | 0.01% | Add +245.4% | 114 | $50K |
| Frazier Financial Advisors, LLC | 0.03% | No change | 112 | $49K |
| Magnolia Wealth Management, LLC | 0.03% | New | 111 | $48K |
| Birchwood Financial Partners, Inc. | 0.04% | No change | 105 | $46K |
| Kings Path Partners LLC | 0.02% | No change | 102 | $45K |
| Strengthening Families & Communities, LLC | 0.01% | New | 100 | $44K |
| Essential Partners LLC | 0.01% | No change | 100 | $44K |
| Grove Bank & Trust | 0.00% | No change | 100 | $44K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.00% | No change | 100 | $44K |
| Barnes Dennig Private Wealth Management LLC | 0.04% | No change | 98 | $43K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.03% | No change | 98 | $43K |
| Arvest Investments, Inc. | 0.01% | No change | 98 | $43K |
| First Community Trust NA | 0.03% | Reduce -5.8% | 97 | $42K |
| McGuire Capital Advisors Inc. | 0.03% | Reduce -17.1% | 97 | $42K |
| ARK Investment Management | 0.00% | Reduce -27.3% | 93 | $40K |
| Redwood Park Advisors LLC | 0.03% | No change | 92 | $40K |
| Ulland Investment Advisors, LLC | 0.03% | No change | 90 | $39K |
| TOWER TRUST & INVESTMENT Co | 0.03% | No change | 88 | $38K |
| Strategic Advocates LLC | 0.16% | Reduce -98.2% | 85 | $37K |
| Murphy & Mullick Capital Management Corp | 0.03% | No change | 85 | $37K |
| Nova Wealth Management, Inc. | 0.02% | No change | 81 | $35K |
| Cardinal Strategic Wealth Guidance | 0.01% | No change | 80 | $35K |
| Ramirez Asset Management, Inc. | 0.00% | No change | 80 | $35K |
| DecisionPoint Financial, LLC | 0.01% | Add +46.3% | 79 | $35K |
| Joseph Group Capital Management | 0.01% | New | 76 | $33K |
| Kilter Group LLC | 0.01% | No change | 75 | $33K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.05% | No change | 74 | $32K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Reduce -40.8% | 74 | $32K |
| Strategic Wealth Advisors LLC | 0.02% | No change | 72 | $31K |
| Team Financial Group, LLC | 0.01% | No change | 70 | $31K |
| Protective Life Corp. | 0.10% | New | 70 | $31K |
| Biltmore Family Office, LLC | 0.00% | Reduce -45.8% | 65 | $28K |
| Riverview Trust Co | 0.03% | No change | 64 | $28K |
| Byrne Asset Management LLC | 0.02% | No change | 62 | $27K |
| Family Manage LLC | 0.00% | No change | 60 | $26K |
| Prudent Man Investment Management, Inc. | 0.01% | No change | 52 | $25K |
| Bullseye Investment Management, LLC | 0.01% | No change | 57 | $25K |
| Kentucky Trust Co | 0.01% | No change | 56 | $24K |
| HighMark Wealth Management LLC | 0.01% | No change | 55 | $24K |
| Bullock Wealth Management Group | 0.01% | New | 52 | $23K |
| Clark Wealth Partners | 0.01% | Add +37.8% | 51 | $22K |
| Peachtree Investment Partners, LLC | 0.01% | No change | 50 | $22K |
| Reyes Financial Architecture, Inc. | 0.02% | New | 49 | $21K |
| Allianz SE | 0.00% | Add +4.8% | 285 | $21K |
| Curio Wealth, LLC | 0.01% | No change | 47 | $21K |
| Paladin Partners, LLC | 0.01% | No change | 43 | $19K |
| Sherman Asset Management, Inc. | 0.02% | No change | 41 | $18K |
| ROSS\JOHNSON & Associates LLC | 0.29% | Reduce -2.7% | 36 | $16K |
| Midway Capital Research & Management | 0.01% | New | 36 | $16K |
| Glassy Mountain Advisors, Inc. | 0.00% | New | 35 | $15K |
| Old Second National Bank of Aurora | 0.00% | Reduce -22.2% | 35 | $15K |
| CrossGen Wealth, LLC | 0.01% | No change | 33 | $14K |
| Dogwood Wealth Management LLC | 0.01% | No change | 32 | $14K |
| Red Reef Advisors LLC | 0.01% | No change | 31 | $14K |
| Monetary Solutions, Ltd | 0.01% | No change | 28 | $12K |
| 1 North Wealth Services LLC | 0.00% | No change | 25 | $11K |
| Chesapeake Asset Management LLC | 0.01% | No change | 25 | $11K |
| Daytona Street Capital LLC | 0.01% | No change | 23 | $10K |
| JFS Wealth Advisors, LLC | 0.00% | New | 23 | $10K |
| Bayban | 0.01% | No change | 23 | $10K |
| Absher Wealth Management, LLC | 0.00% | New | 23 | $10K |
| Van Den Berg Management I, Inc. | 0.00% | Reduce -37.1% | 22 | $10K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 22 | $10K |
| Anfield Capital Management, LLC | 0.00% | No change | 21 | $9K |
| Greykasell Wealth Strategies, Inc. | 0.00% | No change | 20 | $9K |
| Mechanics Financial Corp | 0.00% | No change | 20 | $9K |
| SIMA Wealth Partners, LLC | 0.01% | No change | 17 | $8K |
| NWK Group, Inc. | 0.00% | No change | 17 | $7K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 17 | $7K |
| SRH Advisors, LLC | 0.00% | New | 15 | $7K |
| Wallace Hart LLC | 0.01% | No change | 13 | $6K |
| Vision Financial Markets LLC | 0.01% | No change | 13 | $5K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | Reduce -67.5% | 13 | $5K |
| Bfsg, LLC | 0.00% | No change | 12 | $5K |
| Bulwark Capital Corp | 0.00% | No change | 12 | $5K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 10 | $4K |
| Arlington Trust Co LLC | 0.00% | Reduce -94.1% | 9 | $4K |
| Benson Wealth Management INC | 0.00% | No change | 8 | $3K |
| Capital & Planning, LLC | 0.00% | New | 8 | $3K |
| Investors Research Corp | 0.00% | New | 6 | $3K |
| Delos Wealth Advisors, LLC | 0.00% | No change | 5 | $2K |
| Arcadia Investment Management Corp. | 0.00% | No change | 5 | $2K |
| Pflug Koory, LLC | 0.00% | No change | 4 | $2K |
| Quent Capital, LLC | 0.00% | Reduce -60.0% | 4 | $2K |
| Wealth Science Advisors LLC | 0.00% | New | 2 | $976 |
| Basepoint Wealth LLC | 0.00% | No change | 2 | $874 |
| LM Advisors LLC | 0.00% | New | 226 | $518 |
"% 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.