Vanguard High DVD Yield ETFVYMETF
13F holders, Q2 2024 (June 30)1,592holders −12
74new positions
84sold out
4famous investors
$116.02avg. 13F price*
At the end of Q2 2024, 1,592 institutions reported holding Vanguard High DVD Yield ETF (VYM) in their 13F filings, down 12 from Q1 2024. 74 opened new positions and 84 sold out. The largest holders were Sumitomo Life Insurance Co. ($1.6B), Bank of America Corp. ($1.3B) and Morgan Stanley ($1.1B). 4 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Vanguard High DVD Yield ETF
- CUSIP
- 921946406
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 74 | $66.8M |
| Exits | 84 | $170.6M |
All 13F filers, Q1 2024 → Q2 2024: 5,470,691 shares bought and 5,356,642 shares sold, net +114,049 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,592 holders
| Sumitomo Life Insurance Co. | 37.26% | No change | 15,133,322 | $1.6B |
| Bank of America Corp. | 0.13% | Add +0.3% | 10,999,952 | $1.3B |
| Morgan Stanley | 0.09% | Reduce -1.0% | 9,446,237 | $1.1B |
| LPL Financial LLC | 0.31% | Add +4.6% | 5,223,678 | $619.5M |
| Envestnet Asset Management Inc. | 0.21% | Add +1.2% | 5,000,642 | $593.1M |
| Wells Fargo & Company | 0.14% | Reduce -1.4% | 4,537,864 | $538.2M |
| Raymond James Financial Services Advisors, Inc. | 0.67% | Reduce -2.4% | 3,952,779 | $468.8M |
| Creative Planning | 0.47% | Reduce -0.5% | 3,733,603 | $442.8M |
| Ameriprise Financial Inc. | 0.10% | Add +0.8% | 3,254,076 | $385.9M |
| Vanguard Group Inc. | 0.01% | Add +0.1% | 3,251,448 | $385.6M |
| Raymond James & Associates | 0.25% | Reduce -3.9% | 3,249,622 | $385.4M |
| UBS Group AG | 0.11% | Reduce -6.5% | 2,905,951 | $344.6M |
| Royal Bank of Canada | 0.06% | Reduce -9.7% | 2,266,007 | $268.7M |
| JPMorgan Chase & Co. | 0.02% | Reduce -2.6% | 2,155,318 | $255.6M |
| Commonwealth Equity Services, LLC | 0.40% | Add +6.5% | 2,127,603 | $252.3M |
| Mercer Global Advisors Inc. | 0.68% | Add +7.4% | 2,226,818 | $247.6M |
| Goldman Sachs Group Inc. | 0.05% | Reduce -3.9% | 2,025,812 | $240.3M |
| Janney Montgomery Scott LLC | 0.64% | Reduce -3.9% | 1,766,195 | $209.5M |
| Manufacturers Life Insurance Company, The | 0.20% | Add +1.8% | 1,768,676 | $209.3M |
| Edge Capital Group, LLC | 9.23% | Add +0.1% | 1,607,451 | $190.6M |
| Cetera Investment Advisers | 0.43% | Reduce -0.3% | 1,583,343 | $187.8M |
| Pathstone Holdings, LLC | 0.79% | Reduce -2.1% | 1,465,574 | $173.8M |
| Meiji Yasuda Life Insurance Co | 3.27% | No change | 1,370,767 | $162.6M |
| Stifel Financial Corp. | 0.17% | Reduce -0.3% | 1,289,533 | $152.9M |
| Jones Financial Companies LLLP | 0.17% | Add +17.2% | 1,234,888 | $146.5M |
| HighTower Advisors, LLC | 0.18% | Add +30.3% | 1,007,183 | $119.4M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +486.7% | 1,006,968 | $119.4M |
| Rakuten Investment Management, Inc. | 0.78% | Add +7.6% | 999,454 | $118.2M |
| Kestra Advisory Services, LLC | 0.66% | Add +10.2% | 1,033,443 | $118.2M |
| Truist Financial Corp. | 0.18% | Reduce -3.5% | 973,115 | $115.4M |
| Osaic Holdings, Inc. | 0.27% | Reduce -5.5% | 947,315 | $112.4M |
| PNC Financial Services Group, Inc. | 0.07% | Reduce -6.7% | 933,420 | $110.7M |
| Joel Isaacson & Co., LLC | 5.49% | Add +3.0% | 882,021 | $104.6M |
| Florida Trust Wealth Management Co | 3.21% | Add +3.3% | 792,385 | $94.0M |
| Cambridge Investment Research Advisors, Inc. | 0.34% | Add +1.8% | 784,981 | $93.1M |
| Wharton Business Group, LLC | 4.57% | Add +0.3% | 746,617 | $88.5M |
| Auto-Owners Insurance Co | 2.27% | No change | 724,200 | $85.9M |
| Bell Bank | 6.91% | Add +3.4% | 692,514 | $82.1M |
| Allworth Financial LP | 0.53% | Add +0.4% | 668,909 | $81.9M |
| Captrust Financial Advisors | 0.26% | Add +2.5% | 673,269 | $79.8M |
| Bank of Montreal | 0.02% | Add +8.7% | 651,804 | $77.7M |
| Martel Wealth Advisors LLC | 16.41% | Add +0.7% | 645,001 | $76.5M |
| D.A. Davidson & Co. | 0.67% | Add +0.8% | 634,930 | $75.3M |
| Stratos Wealth Partners, LTD. | 1.11% | Add +5.6% | 575,315 | $68.2M |
| HCR Wealth Advisors | 9.36% | Add +0.8% | 551,983 | $65.5M |
| Mesirow Financial Investment Management, Inc. | 1.46% | Reduce -0.8% | 545,215 | $64.7M |
| MML Investors Services, LLC | 0.26% | Add +10.1% | 534,973 | $63.4M |
| Marino, Stram & Associates LLC | 15.34% | Add +1.5% | 529,423 | $62.8M |
| One Day In July LLC | 7.51% | Add +12.5% | 507,811 | $60.2M |
| Mariner, LLC | 0.12% | Add +6.2% | 502,420 | $59.6M |
| Pinnacle Associates Ltd. | 0.93% | Add +1.2% | 500,976 | $59.4M |
| Cerity Partners LLC | 0.16% | Add +4.8% | 486,381 | $57.7M |
| Northeast Financial Consultants Inc | 2.61% | Reduce -2.2% | 478,039 | $56.7M |
| Equitable Holdings, Inc. | 0.59% | Add +5.2% | 473,219 | $56.1M |
| Bank of Hawaii | 2.56% | Reduce -1.4% | 470,867 | $55.8M |
| Arlington Trust Co LLC | 12.87% | Add +0.5% | 460,198 | $54.6M |
| Assetmark, Inc. | 0.17% | Reduce -21.8% | 455,877 | $54.1M |
| Operose Advisors LLC | 18.43% | Reduce -12.0% | 438,803 | $52.0M |
| Private Advisor Group, LLC | 0.34% | Add +1.2% | 424,468 | $50.3M |
| Baird Financial Group, Inc. | 0.10% | Reduce -18.9% | 417,900 | $49.6M |
| Inspirion Wealth Advisors, LLC | 7.57% | Add +4.2% | 417,100 | $49.5M |
| White Lighthouse Investment Management Inc. | 9.54% | Add +4.2% | 416,965 | $49.5M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Add +7.7% | 414,602 | $49.2M |
| State of Wisconsin - Board of Commissioners of Public Lands | 11.36% | No change | 398,397 | $47.2M |
| Waldron Private Wealth LLC | 2.05% | Reduce -0.8% | 386,530 | $45.8M |
| Smithfield Trust Co | 2.40% | Add +6.4% | 384,894 | $45.7M |
| Steward Partners Investment Advisory, LLC | 0.47% | Reduce -2.1% | 377,761 | $44.8M |
| Atria Wealth Solutions, Inc. | 0.48% | Add +10.4% | 366,040 | $43.4M |
| Wellspring Financial Advisors, LLC | 4.63% | Add +0.4% | 2,110,918 | $41.2M |
| M&T Bank Corp | 0.14% | Reduce -0.3% | 347,206 | $41.2M |
| Focus Partners Wealth | 0.14% | Add +99.7% | 340,452 | $40.4M |
| Moneta Group Investment Advisors LLC | 0.63% | Add +3.7% | 332,975 | $39.5M |
| Waverly Advisors, LLC | 0.72% | Add +4.1% | 311,004 | $36.9M |
| MBM Wealth Consultants, LLC | 12.39% | Add +1.4% | 305,500 | $36.3M |
| Twele Capital Management, Inc. | 7.88% | Reduce -1.0% | 292,921 | $34.7M |
| Cornerstone Advisory, LLC | 4.86% | Add +3.2% | 291,370 | $34.6M |
| Baltimore-Washington Financial Advisors, Inc. | 2.02% | Add +7.8% | 288,643 | $34.2M |
| Sabal Trust CO | 2.02% | Reduce -0.5% | 286,746 | $34.0M |
| NewEdge Advisors, LLC | 0.24% | Add +39.0% | 279,472 | $33.1M |
| Opus Capital Group, LLC | 4.72% | Add +0.1% | 279,432 | $33.1M |
| Pinnacle Wealth Management Advisory Group, LLC | 3.39% | Add +1.8% | 277,256 | $32.9M |
| Avantax Advisory Services, Inc. | 0.23% | Add +3.7% | 273,163 | $32.4M |
| Corient Private Wealth LP | 0.06% | Add +5.2% | 268,999 | $31.9M |
| Round Rock Advisors LLC | 7.63% | Add +1.5% | 264,162 | $31.3M |
| Keybank National Association | 0.13% | Reduce -2.8% | 262,447 | $31.1M |
| Heartwood Wealth Advisors LLC | 3.70% | Add +0.8% | 260,821 | $30.9M |
| Beacon Financial Group | 3.50% | Reduce -7.1% | 258,706 | $30.7M |
| Zhang Financial LLC | 2.11% | Add +5.2% | 254,488 | $30.2M |
| CVS HEALTH Corp | 13.79% | No change | 252,032 | $29.9M |
| Focus Financial Network, Inc. | 1.24% | Reduce -3.5% | 233,294 | $29.0M |
| Benchmark Wealth Management, LLC | 15.35% | Reduce -3.3% | 242,905 | $28.8M |
| Act Wealth Management, LLC | 13.81% | Reduce -2.1% | 236,726 | $28.1M |
| Beacon Pointe Advisors, LLC | 0.33% | Reduce -6.2% | 236,495 | $28.0M |
| Human Investing LLC | 5.39% | Reduce -0.2% | 233,869 | $27.7M |
| Iron Horse Wealth Management, LLC | 10.57% | Add +2.6% | 233,272 | $27.7M |
| Sanctuary Advisors, LLC | 0.20% | — | 230,924 | $27.1M |
| Rebalance, LLC | 2.18% | Reduce -2.5% | 227,984 | $27.0M |
| Graves Light Lenhart Wealth, Inc. | 3.03% | Add +1.0% | 224,023 | $26.5M |
| US Bancorp \de | 0.04% | Reduce -11.5% | 223,424 | $26.5M |
| Conservest Capital Advisors, Inc. | 2.85% | Reduce -16.8% | 218,255 | $26.4M |
| WASHINGTON TRUST Co | 0.96% | Reduce -6.1% | 221,403 | $26.3M |
| Regions Financial Corp. | 0.20% | Reduce -1.1% | 220,565 | $26.2M |
| Sei Investments Co. | 0.04% | Reduce -0.1% | 218,687 | $25.9M |
| Venture Visionary Partners LLC | 1.20% | Add +0.2% | 216,608 | $25.7M |
| United Services Automobile Association | 0.65% | Reduce -1.3% | 215,806 | $25.6M |
| DAVENPORT & Co LLC | 0.16% | Add +7.8% | 212,684 | $25.2M |
| DeDora Capital, Inc. | 7.70% | Add +0.5% | 211,429 | $25.1M |
| Berkeley Capital Partners, LLC | 7.47% | Reduce -1.1% | 209,307 | $24.8M |
| Montis Financial, LLC | 11.18% | Reduce -0.6% | 205,595 | $24.4M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +6.3% | 205,132 | $24.3M |
| Pacific Capital Wealth Advisors, Inc. | 4.42% | Add +32.8% | 204,345 | $24.2M |
| GSG Advisors LLC | 8.55% | Reduce -6.1% | 204,665 | $24.2M |
| FineMark National Bank & Trust | 0.88% | Reduce -3.3% | 202,156 | $24.0M |
| Focused Wealth Management, Inc | 3.53% | Add +0.9% | 202,062 | $24.0M |
| Southern Farm Bureau Life Insurance | 3.90% | No change | 200,033 | $23.7M |
| Arkos Global Advisors | 3.84% | Reduce -2.2% | 200,016 | $23.7M |
| New England Asset Management Inc. | 4.11% | Reduce -2.0% | 199,350 | $23.6M |
| Roble, Belko & Company, Inc | 3.93% | Add +0.1% | 197,897 | $23.5M |
| AE Wealth Management LLC | 0.23% | Add +9.9% | 196,232 | $23.3M |
| Lido Advisors, LLC | 0.19% | Reduce -4.2% | 196,082 | $23.3M |
| Old National Bancorp | 0.53% | Reduce -0.8% | 191,328 | $22.7M |
| IFG Advisory, LLC | 1.45% | Reduce -0.6% | 190,977 | $22.6M |
| Institutional & Family Asset Management, LLC | 3.46% | Reduce -2.3% | 190,211 | $22.6M |
| Wellington Management Group LLP | 0.00% | Add +12.4% | 188,017 | $22.3M |
| Townsquare Capital LLC | 0.30% | Add +4.1% | 187,694 | $22.3M |
| First Manhattan Co. Llc. | 0.07% | No change | 186,952 | $22.2M |
| Financial Planning & Information Services, Inc. | 3.35% | Reduce -10.8% | 185,019 | $21.9M |
| Buska Wealth Management, LLC | 8.73% | Add +2.7% | 184,589 | $21.9M |
| Comerica Bank | 0.09% | Reduce -7.5% | 183,238 | $21.7M |
| Performance Wealth Partners, LLC | 0.80% | Reduce -34.1% | 182,783 | $21.7M |
| Oak Hill Wealth Advisors, LLC | 6.55% | — | 182,295 | $21.6M |
| Oak Harvest Investment Services | 3.39% | Reduce -2.3% | 181,103 | $21.5M |
| Integrated Wealth Concepts LLC | 0.29% | Reduce -17.9% | 180,188 | $21.4M |
| FMR LLC | 0.00% | Add +20.5% | 179,174 | $21.3M |
| First Hawaiian Bank | 0.69% | Reduce -1.6% | 172,909 | $20.5M |
| Essex Financial Services, Inc. | 1.50% | Add +12.8% | 168,299 | $20.2M |
| Salomon & Ludwin, LLC | 2.25% | Reduce -24.2% | 169,809 | $20.1M |
| Valmark Advisers, Inc. | 0.34% | Add +27.1% | 168,789 | $20.0M |
| CENTRAL TRUST Co | 0.49% | Reduce -0.7% | 168,475 | $20.0M |
| Piedmont Capital Management, LLC | 13.51% | No change | 166,031 | $19.9M |
| Money Concepts Capital Corp. | 1.67% | Add +23.4% | 167,603 | $19.9M |
| Avion Wealth | 5.40% | Reduce -1.3% | 165,080 | $19.6M |
| Forum Private Client Group LLC | 9.28% | Reduce -0.3% | 164,685 | $19.5M |
| Envestnet Portfolio Solutions, Inc. | 0.07% | Add +3.3% | 164,350 | $19.5M |
| Susquehanna International Group, LLP | 0.03% | Add +55.1% | 162,981 | $19.3M |
| Commerce Bank | 0.12% | Reduce -6.4% | 160,848 | $19.1M |
| Keudell/Morrison Wealth Management | 5.55% | Add +0.4% | 159,926 | $19.0M |
| Integrated Advisors Network LLC | 0.97% | Add +26.1% | 158,589 | $18.8M |
| Mutual Advisors, LLC | 0.56% | Reduce -0.0% | 150,816 | $18.6M |
| Dagco, Inc. | 8.19% | Add +0.8% | 155,630 | $18.5M |
| Concurrent Investment Advisors, LLC | 0.61% | Add +11.9% | 155,114 | $18.4M |
| Baker Ellis Asset Management LLC | 2.72% | Reduce -1.5% | 152,069 | $18.0M |
| Annandale Capital, LLC | 3.72% | Add +8.3% | 150,793 | $17.9M |
| Exencial Wealth Advisors, LLC | 0.66% | Add +10.4% | 147,808 | $17.5M |
| Francis Financial, Inc. | 5.20% | Reduce -5.5% | 144,246 | $17.1M |
| Merit Financial Group, LLC | 0.38% | Add +2.4% | 144,196 | $17.1M |
| Ariston Services Group | 16.46% | No change | 144,073 | $17.1M |
| Drucker Wealth 3.0, LLC | 4.51% | — | 143,162 | $17.0M |
| Nations Financial Group Inc, /Ia/ | 1.38% | Reduce -3.9% | 142,887 | $16.9M |
| Wealthspire Advisors, LLC | 0.22% | Reduce -5.7% | 142,468 | $16.9M |
| Blair William & Co. | 0.05% | Reduce -0.7% | 141,234 | $16.8M |
| Northside Capital Management, LLC | 2.82% | No change | 138,253 | $16.4M |
| Investment Advisory Group, LLC | 6.32% | Add +7.6% | 137,879 | $16.4M |
| Bessemer Group Inc. | 0.03% | Add +0.9% | 136,651 | $16.2M |
| Pinnacle Financial Partners Inc | 0.35% | Reduce -19.4% | 136,471 | $16.2M |
| Select Asset Management & Trust | 6.45% | Add +13.6% | 136,438 | $16.2M |
| Northern Trust Corp. | 0.00% | Reduce -15.4% | 136,112 | $16.1M |
| Hardy Reed LLC | 1.61% | Add +14.8% | 135,566 | $16.1M |
| Principle Wealth Partners LLC | 1.22% | Add +3.8% | 134,551 | $16.0M |
| Financial Perspectives, Inc | 5.89% | Add +0.5% | 134,440 | $15.9M |
| Wealth Dimensions Group, Ltd. | 4.45% | Add +1.7% | 131,562 | $15.6M |
| Measured Wealth Private Client Group, LLC | 5.45% | Add +0.2% | 130,701 | $15.5M |
| Cresset Asset Management, LLC | 0.07% | Add +9.5% | 130,595 | $15.5M |
| Trustmark Bank Trust Department | 1.24% | Add +10.6% | 130,550 | $15.5M |
| Angeles Investment Advisors, LLC | 0.79% | No change | 130,200 | $15.4M |
| Fiduciary Trust Co | 0.23% | Reduce -3.2% | 129,562 | $15.4M |
| Westside Investment Management, Inc. | 3.51% | Add +1.8% | 129,259 | $15.3M |
| TBH Global Asset Management, LLC | 3.40% | Reduce -19.7% | 129,194 | $15.3M |
| Unison Advisors LLC | 1.92% | Add +0.0% | 128,934 | $15.3M |
| PFG Advisors | 1.02% | Add +5.7% | 127,211 | $15.1M |
| Paragon Financial Partners, Inc. | 11.61% | Reduce -0.1% | 125,638 | $14.9M |
| Long Run Wealth Advisors, LLC | 3.75% | Reduce -2.1% | 124,745 | $14.8M |
| First Horizon Advisors, Inc. | 0.45% | Reduce -3.9% | 124,556 | $14.8M |
| Wealthcare Advisory Partners LLC | 0.46% | Add +2.6% | 122,844 | $14.6M |
| Transcend Capital Advisors, LLC | 1.05% | Add +1.7% | 121,985 | $14.5M |
| Patriot Investment Management Group, Inc. | 1.13% | Add +1.6% | 121,900 | $14.5M |
| First National Trust Co | 0.59% | Add +6.2% | 121,106 | $14.4M |
| Procyon Advisors, LLC | 1.06% | Reduce -23.7% | 120,292 | $14.3M |
| StoneX Group Inc. | 1.14% | Add +14.2% | 120,059 | $14.2M |
| LBMC Investment Advisors, LLC | 1.22% | Add +0.6% | 118,330 | $14.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -9.0% | 117,584 | $13.9M |
| Employees' Retirement Fund of the City of Fort Worth | 6.04% | Reduce -15.6% | 117,403 | $13.9M |
| Asset Allocation & Management Company, LLC | 9.10% | No change | 116,029 | $13.8M |
| Bernardo Wealth Planning LLC | 3.67% | Add +3.8% | 115,155 | $13.7M |
| Advisory Services Network, LLC | 0.28% | Add +3.5% | 114,806 | $13.6M |
| Deutsche Bank AG | 0.01% | Reduce -8.1% | 113,004 | $13.4M |
| Headinvest, LLC | 2.64% | Reduce -0.4% | 112,955 | $13.4M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -4.1% | 112,188 | $13.3M |
| Private Advisory Group LLC | 1.75% | Add +18.9% | 112,040 | $13.3M |
| SlateStone Wealth, LLC | 1.43% | Reduce -3.5% | 111,542 | $13.2M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2.81% | Reduce -43.7% | 111,070 | $13.2M |
| Ameritas Advisory Services, LLC | 0.50% | Add +5.3% | 110,994 | $13.2M |
| Ballast, Inc. | 4.00% | Add +1.4% | 109,463 | $13.0M |
| Capital Advisors Wealth Management, LLC | 2.51% | Reduce -0.4% | 107,054 | $12.7M |
| Composition Wealth, LLC | 0.31% | Add +11.8% | 105,518 | $12.5M |
| McNaughton Wealth Management, LLC | 6.63% | Add +3.3% | 105,376 | $12.5M |
| Steele Capital Management, Inc. | 0.69% | Add +8.1% | 104,352 | $12.4M |
| Apeiron RIA LLC | 3.78% | Reduce -9.0% | 104,182 | $12.4M |
| Peapack Gladstone Financial Corp. | 0.19% | Reduce -1.6% | 104,131 | $12.3M |
| Citigroup Inc. | 0.01% | Reduce -0.8% | 103,414 | $12.3M |
| Evergreen Capital Management LLC | 0.44% | Reduce -1.1% | 103,249 | $12.2M |
| Penserra Capital Management LLC | 0.15% | Add +209.1% | 102,937 | $12.2M |
| PFG Private Wealth Management, LLC | 7.39% | Add +4.9% | 102,820 | $12.2M |
| Howard Wealth Management, LLC | 9.47% | Add +2.5% | 101,205 | $12.0M |
| Bryn Mawr Trust Advisors, LLC | 0.66% | Add +4.9% | 100,403 | $11.9M |
| Hancock Whitney Corp. | 0.40% | Reduce -1.0% | 99,774 | $11.8M |
| Highland Financial Advisors, LLC | 4.35% | Reduce -59.9% | 98,630 | $11.7M |
| Cherry Tree Wealth Management, LLC | 2.94% | Reduce -1.7% | 98,580 | $11.7M |
| Bordeaux Wealth Advisors LLC | 2.23% | New | 98,399 | $11.7M |
| Linscomb Wealth, Inc. | 0.60% | Reduce -1.9% | 97,918 | $11.6M |
| Clearstead Advisors, LLC | 0.20% | Add +118.3% | 96,945 | $11.5M |
| Stokes Family Office, LLC | 1.34% | Reduce -4.9% | 96,641 | $11.5M |
| CreativeOne Wealth, LLC | 0.58% | Reduce -5.6% | 96,274 | $11.4M |
| Pointe Capital Management LLC | 7.01% | Reduce -2.2% | 95,232 | $11.3M |
| High Net Worth Advisory Group LLC | 3.41% | Add +4.4% | 94,974 | $11.3M |
| Associated Banc-Corp | 0.35% | Add +0.4% | 93,953 | $11.1M |
| Evermay Wealth Management LLC | 1.78% | Reduce -0.5% | 93,406 | $11.1M |
| Asset Allocation Strategies LLC | 3.68% | Add +5.3% | 92,206 | $10.9M |
| Dumont & Blake Investment Advisors LLC | 1.54% | Add +99.0% | 91,902 | $10.9M |
| Capstone Wealth Management Group, LLC | 6.85% | Add +0.2% | 88,377 | $10.5M |
| Arthur M. Cohen & Associates, LLC | 1.92% | Add +1.4% | 88,346 | $10.5M |
| Natixis Advisors, LLC | 0.02% | Add +3.4% | 88,279 | $10.5M |
| Mittelman Wealth Management | 6.67% | Reduce -0.5% | 86,738 | $10.3M |
| IFP Advisors, Inc | 0.41% | Add +8.9% | 86,287 | $10.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.25% | Reduce -5.3% | 86,112 | $10.2M |
| Chelsea Counsel Co. | 5.07% | No change | 85,650 | $10.2M |
| Summit Wealth Partners, LLC | 2.05% | Reduce -5.7% | 83,442 | $9.9M |
| Sigma Investment Counselors Inc. | 0.62% | Reduce -1.4% | 83,436 | $9.9M |
| Prentice Wealth Management LLC | 3.22% | Add +5.1% | 83,089 | $9.9M |
| Ieq Capital, LLC | 0.13% | Reduce -0.1% | 81,557 | $9.7M |
| Romano Brothers and Company | 1.33% | Reduce -1.0% | 81,260 | $9.6M |
| Certified Advisory Corp | 1.21% | Add +1.1% | 81,217 | $9.6M |
| CIBC Private Wealth Group LLC | 0.02% | Reduce -6.6% | 80,640 | $9.6M |
| Global Wealth Management Investment Advisory, Inc. | 2.23% | Add +4.6% | 80,748 | $9.6M |
| Granite FO LLC | 6.08% | Add +1.9% | 80,219 | $9.5M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -9.5% | 80,155 | $9.5M |
| Stonebridge Capital Advisors LLC | 0.83% | Add +17.4% | 79,538 | $9.4M |
| United Capital Financial Advisors, LLC | 0.08% | Add +2.3% | 79,154 | $9.4M |
| Abbrea Capital, LLC | 1.24% | Reduce -1.1% | 78,876 | $9.4M |
| Seneca Financial Advisors LLC | 4.79% | Add +2.9% | 77,909 | $9.2M |
| Penney Financial, LLC | 6.74% | Reduce -2.4% | 77,745 | $9.2M |
| Brown Advisory Inc. | 0.01% | Reduce -5.7% | 77,600 | $9.2M |
| Country Club Bank | 0.64% | Reduce -5.1% | 77,479 | $9.2M |
| Stephens Inc. | 0.14% | Reduce -3.3% | 76,799 | $9.1M |
| Pettinga Financial Advisors LLC | 2.24% | Add +2.9% | 75,356 | $8.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.27% | Add +0.6% | 75,057 | $8.9M |
| Pps&v Asset Management Consultants, Inc. | 6.35% | Add +5.6% | 74,805 | $8.9M |
| Sonata Capital Group Inc. | 4.51% | Add +1.4% | 74,035 | $8.8M |
| Woodmont Investment Counsel LLC | 0.72% | Reduce -2.0% | 73,871 | $8.8M |
| Baron Silver Stevens Financial Advisors, LLC | 1.66% | Reduce -0.9% | 73,391 | $8.7M |
| Crescent Grove Advisors, LLC | 0.95% | Reduce -4.8% | 72,877 | $8.6M |
| AMG National Trust Bank | 0.23% | Reduce -0.2% | 72,590 | $8.6M |
| Kestra Private Wealth Services, LLC | 0.17% | Reduce -1.7% | 72,131 | $8.6M |
| waypoint wealth counsel | 6.53% | Reduce -1.1% | 71,994 | $8.5M |
| Avior Wealth Management, LLC | 0.36% | Add +0.7% | 71,396 | $8.5M |
| Yarger Wealth Strategies, LLC | 5.08% | Add +6.8% | 71,205 | $8.4M |
| Strategic Family Wealth Counselors, L.L.C. | 3.21% | Add +3.3% | 71,065 | $8.4M |
| Accretive Wealth Partners, LLC | 3.52% | Add +0.6% | 70,870 | $8.4M |
| Octavia Wealth Advisors, LLC | 1.14% | Add +1.6% | 70,668 | $8.4M |
| Pinnacle Financial Group, LLC / IL | 3.57% | Add +6.0% | 70,463 | $8.4M |
| Brookstone Capital Management | 0.14% | Reduce -0.9% | 67,081 | $8.3M |
| Milestone Investment Advisors LLC | 2.20% | Reduce -5.3% | 69,719 | $8.3M |
| Sterling Financial Planning, Inc. | 3.29% | Add +2.7% | 68,404 | $8.1M |
| HBW Advisory Services LLC | 1.34% | Reduce -5.2% | 68,121 | $8.1M |
| Avantax Planning Partners, Inc. | 0.26% | Reduce -1.5% | 67,696 | $8.0M |
| Elevation Point Wealth Partners, LLC | 0.63% | Add +0.3% | 67,391 | $8.0M |
| Sunburst Financial Group, LLC | 2.16% | Reduce -16.1% | 67,272 | $8.0M |
| Flagship Harbor Advisors, LLC | 0.48% | Reduce -5.2% | 66,778 | $7.9M |
| Evergreen Wealth Management, LLC | 5.22% | No change | 66,461 | $7.9M |
| Arax Advisory Partners | 0.76% | Add +2.4% | 65,928 | $7.8M |
| Means Investment Co., Inc. | 0.93% | Reduce -4.7% | 65,877 | $7.8M |
| Cascade Financial Partners, LLC | 1.02% | Reduce -0.4% | 65,620 | $7.8M |
| Quadcap Wealth Management, LLC | 1.40% | Reduce -0.8% | 65,396 | $7.8M |
| Iron Gate Global Advisors LLC | 1.30% | Add +12.1% | 65,149 | $7.7M |
| Darrow Company, Inc. | 5.02% | Reduce -1.2% | 65,097 | $7.7M |
| 180 Wealth Advisors, LLC | 1.25% | Reduce -0.1% | 63,241 | $7.6M |
| Axiom Advisory, LLC | 0.08% | New | 64,461 | $7.6M |
| Agilis Partners LLC | 2.33% | Reduce -2.9% | 64,451 | $7.6M |
| Capital Analysts, LLC | 0.34% | Add +2.8% | 64,332 | $7.6M |
| Williams Jones Wealth Management, LLC. | 0.09% | Reduce -2.3% | 64,020 | $7.6M |
| Vestmark Advisory Solutions, Inc. | 0.31% | Reduce -4.9% | 63,181 | $7.5M |
| Summit Financial, LLC | 0.34% | Add +13.0% | 63,180 | $7.5M |
| Park Avenue Securities LLC | 0.09% | Add +1.8% | 62,506 | $7.4M |
| Raab & Moskowitz Asset Management LLC | 2.00% | Add +7.7% | 62,188 | $7.4M |
| Leelyn Smith, LLC | 1.42% | Reduce -2.6% | 62,053 | $7.4M |
| Atria Investments, Inc | 0.10% | Reduce -15.0% | 61,842 | $7.3M |
| SWAN Capital LLC | 3.99% | Add +258.4% | 61,770 | $7.3M |
| XML Financial, LLC | 0.73% | Add +1.4% | 61,584 | $7.3M |
| Independent Financial Group, LLC | 0.29% | Add +5.1% | 61,469 | $7.3M |
| Whittier Trust Co. | 0.10% | Reduce -13.9% | 61,317 | $7.3M |
| PFG Investments, LLC | 0.51% | Reduce -27.5% | 60,762 | $7.2M |
| HB Wealth Management, LLC | 0.08% | Reduce -6.9% | 60,695 | $7.2M |
| Matrix Asset Advisors Inc. | 0.85% | Add +8.2% | 60,199 | $7.1M |
| RDA Financial Network | 2.33% | Add +0.2% | 59,789 | $7.1M |
| Rollins Financial Advisors, LLC | 1.22% | Add +7.0% | 59,671 | $7.1M |
| Armor Investment Advisors, LLC | 3.26% | Reduce -3.4% | 59,548 | $7.1M |
| Choreo, LLC | 0.12% | Add +135.5% | 59,263 | $7.0M |
| JFS Wealth Advisors, LLC | 0.55% | Add +0.6% | 58,679 | $7.0M |
| Daiichi Life Insurance Co., Ltd. | 0.17% | Reduce -22.0% | 58,627 | $7.0M |
| BIP Wealth, LLC | 0.57% | Reduce -15.7% | 58,381 | $6.9M |
| Montz Harcus Wealth Management LLC | 4.46% | Add +2.0% | 57,998 | $6.9M |
| EP Wealth Advisors, LLC | 0.07% | Reduce -8.2% | 57,673 | $6.8M |
| GW Henssler & Associates Ltd. | 0.41% | Add +9.5% | 57,561 | $6.8M |
| Quest Investment Management LLC | 0.75% | Add +6.0% | 57,514 | $6.8M |
| Howe & Rusling Inc. | 0.62% | Reduce -4.4% | 57,435 | $6.8M |
| Raymond James Trust N.A. | 0.16% | Reduce -2.4% | 56,697 | $6.7M |
| Stillwater Capital Advisors, LLC | 0.93% | Reduce -1.2% | 56,231 | $6.7M |
| Blackston Financial Advisory Group, LLC | 3.73% | Reduce -7.4% | 56,197 | $6.7M |
| Mission Wealth Management, LP | 0.18% | Reduce -11.9% | 55,999 | $6.6M |
| Custos Family Office, LLC | 2.61% | New | 55,147 | $6.5M |
| Walled Lake Planning & Wealth Management, LLC | 2.65% | Reduce -3.1% | 54,739 | $6.5M |
| Sage Rhino Capital LLC | 1.55% | Reduce -0.6% | 54,687 | $6.5M |
| Etfidea, LLC | 2.19% | Reduce -0.2% | 54,668 | $6.5M |
| Evanson Asset Management, LLC | 0.48% | Add +0.5% | 54,626 | $6.5M |
| Manning & Napier Advisors LLC | 0.07% | — | 54,345 | $6.4M |
| Trinity Financial Advisors LLC | 2.88% | Add +1.4% | 54,343 | $6.4M |
| Oxler Private Wealth LLC | 2.36% | Add +0.3% | 53,824 | $6.4M |
| Glen Eagle Advisors, LLC | 1.17% | Reduce -0.7% | 53,741 | $6.4M |
| Global Retirement Partners, LLC | 0.20% | Reduce -11.7% | 53,576 | $6.4M |
| Global Strategic Investment Solutions, LLC | 0.77% | Reduce -0.1% | 53,482 | $6.3M |
| Destiny Wealth Partners, LLC | 1.14% | Reduce -64.4% | 53,479 | $6.3M |
| Modera Wealth Management, LLC | 0.09% | Reduce -1.7% | 53,330 | $6.3M |
| Chaney Capital Management, Inc. | 4.18% | Reduce -1.4% | 53,253 | $6.3M |
| Dynamic Advisor Solutions LLC | 0.20% | Add +1.4% | 52,618 | $6.2M |
| WealthBridge Capital Management, LLC | 2.06% | Add +2.8% | 52,511 | $6.2M |
| Dodds Wealth, LLC | 2.42% | Reduce -2.1% | 52,122 | $6.2M |
| Parallel Advisors, LLC | 0.16% | Add +1.0% | 51,973 | $6.2M |
| First PREMIER Bank | 1.64% | Reduce -4.5% | 51,541 | $6.1M |
| Sound View Wealth Advisors Group, LLC | 0.63% | Add +8.4% | 51,446 | $6.1M |
| Prime Capital Investment Advisors, LLC | 0.09% | Reduce -11.4% | 51,419 | $6.1M |
| Cwm, LLC | 0.03% | Add +0.5% | 51,337 | $6.1M |
| Thrive Capital Management, LLC | 2.77% | Reduce -44.4% | 51,123 | $6.1M |
| Resonant Capital Advisors, LLC | 0.49% | No change | 50,510 | $6.0M |
| Eagle Strategies LLC | 1.14% | Reduce -22.8% | 50,096 | $5.9M |
| GC Wealth Management RIA, LLC | 1.17% | Reduce -2.8% | 50,060 | $5.9M |
| Union Savings Bank | 3.07% | Reduce -4.4% | 49,358 | $5.9M |
| Rooted Wealth Advisors, Inc. | 2.56% | Add +5.7% | 47,087 | $5.8M |
| Busey Bank | 0.20% | Reduce -18.8% | 48,372 | $5.7M |
| Caprock Group, LLC | 0.23% | Reduce -2.6% | 48,101 | $5.7M |
| Agf Management Ltd. | 0.03% | Reduce -28.2% | 48,055 | $5.7M |
| Western Pacific Wealth Management, LP | 4.31% | Add +1.4% | 48,035 | $5.7M |
| &partners | 0.25% | Add +446.7% | 45,374 | $5.7M |
| Concourse Financial Group Securities, Inc. | 0.35% | Add +2.1% | 47,558 | $5.6M |
| City State Bank | 2.30% | Add +2.7% | 47,537 | $5.6M |
| Harbour Investments, Inc. | 0.19% | Add +5.4% | 47,391 | $5.6M |
| Clear Harbor Asset Management, LLC | 0.49% | Add +1.1% | 47,241 | $5.6M |
| Allen Capital Group, LLC | 0.79% | Reduce -0.7% | 47,209 | $5.6M |
| Guardian Financial Partners, LLC | 3.71% | Add +6.1% | 47,180 | $5.6M |
| Cypress Wealth Services, LLC | 1.23% | Reduce -3.0% | 46,751 | $5.5M |
| Wells Financial Advisors INC | 3.63% | Reduce -5.6% | 46,555 | $5.5M |
| Jmac Enterprises LLC | 0.97% | Add +0.4% | 46,520 | $5.5M |
| Tritonpoint Wealth, LLC | 0.52% | No change | 45,975 | $5.5M |
| Ranch Capital Advisors Inc. | 2.85% | Add +3.2% | 45,965 | $5.5M |
| Biltmore Family Office, LLC | 1.00% | Reduce -0.1% | 45,687 | $5.4M |
| Dorsey & Whitney Trust CO LLC | 0.37% | Reduce -0.2% | 45,648 | $5.4M |
| Accel Wealth Management | 2.17% | Reduce -0.2% | 45,592 | $5.4M |
| Goldstone Financial Group, LLC | 1.08% | Add +5.1% | 45,465 | $5.4M |
| Synovus Financial Corp. | 0.07% | Add +4.3% | 45,462 | $5.4M |
| Talisman Wealth Advisors LLC | 6.22% | Add +2.4% | 45,414 | $5.4M |
| Stock Yards Bank & Trust Co. | 0.18% | Reduce -0.8% | 45,153 | $5.4M |
| Sageworth Trust Co | 0.33% | No change | 44,747 | $5.3M |
| MidAtlantic Capital Management, Inc. | 4.41% | Reduce -2.6% | 44,347 | $5.3M |
| Kingsview Wealth Management, LLC | 0.12% | Add +66.7% | 44,073 | $5.2M |
| Mill Creek Capital Advisors, LLC | 0.13% | New | 43,759 | $5.2M |
| Investors Research Corp | 1.21% | Add +4.9% | 43,580 | $5.2M |
| OneDigital Investment Advisors LLC | 0.06% | Add +45.8% | 43,541 | $5.2M |
| Wealth Management Associates, Inc. | 2.41% | No change | 43,361 | $5.1M |
| Bailard, Inc. | 0.14% | Add +550.2% | 43,349 | $5.1M |
| Breakwater Investment Management | 2.29% | Reduce -2.6% | 43,112 | $5.1M |
| McGlone Suttner Wealth Management, Inc. | 1.04% | Add +4.3% | 45,558 | $5.1M |
| Sowell Financial Services LLC | 0.24% | Add +4.6% | 42,786 | $5.1M |
| Verity & Verity, LLC | 0.55% | Add +6.4% | 42,577 | $5.0M |
| Walter & Keenan Wealth Management LLC /in/ | 1.60% | Add +0.3% | 42,486 | $5.0M |
| Principal Securities, Inc. | 0.14% | Reduce -4.7% | 42,462 | $5.0M |
| AA Financial Advisors, LLC | 1.77% | Add +42.5% | 42,354 | $5.0M |
| CoreFirst Bank & Trust | 3.36% | Reduce -0.5% | 42,069 | $5.0M |
| West Bancorporation Inc. | 3.67% | Add +3.1% | 41,840 | $5.0M |
| Phoenix Financial Ltd. | 0.08% | No change | 41,674 | $4.9M |
| Telos Capital Management, Inc. | 0.54% | Add +0.2% | 40,860 | $4.8M |
| Arcataur Capital Management LLC | 1.71% | Reduce -1.8% | 40,536 | $4.8M |
| FFG Retirement Advisors LLC | 3.33% | Reduce -2.2% | 40,296 | $4.8M |
| Hofer & Associates. Inc | 3.68% | Add +0.9% | 40,011 | $4.7M |
| Level Four Advisory Services, LLC | 0.21% | Add +7.5% | 39,379 | $4.7M |
| Haverford Trust Co | 0.05% | Reduce -7.7% | 38,651 | $4.6M |
| Sigma Planning Corp | 0.14% | Add +1.1% | 38,541 | $4.6M |
| Foundations Investment Advisors, LLC | 0.11% | Add +2.0% | 38,029 | $4.5M |
| Ritholtz Wealth Management | 0.15% | Add +2.0% | 37,865 | $4.5M |
| CVA Family Office, LLC | 0.81% | Reduce -0.4% | 37,814 | $4.5M |
| Rosenberg Matthew Hamilton | 1.31% | Reduce -0.1% | 37,559 | $4.4M |
| Wealthspan Partners, LLC | 2.44% | Add +7.9% | 37,290 | $4.4M |
| Consolidated Portfolio Review Corp | 1.02% | Add +19.9% | 37,022 | $4.4M |
| Personal Cfo Solutions, LLC | 0.67% | Add +0.5% | 37,012 | $4.4M |
| Semmax Financial Advisors Inc. | 1.31% | Add +1.0% | 36,095 | $4.4M |
| Covington Investment Advisors Inc. | 0.70% | Add +4.6% | 36,753 | $4.4M |
| Cary Street Partners Investment Advisory LLC | 0.18% | Add +2.7% | 36,724 | $4.4M |
| Wealthspire Retirement, LLC | 0.36% | Add +13.2% | 36,456 | $4.3M |
| SageView Advisory Group, LLC | 0.27% | New | 36,308 | $4.3M |
| tru Independence LLC | 1.30% | Reduce -3.8% | 36,210 | $4.3M |
| Bantamac Capital, LLC | 2.57% | Add +180.8% | 36,169 | $4.3M |
| Sweeney & Michel, LLC | 1.83% | Add +0.0% | 36,077 | $4.3M |
| Rockland Trust Co. | 0.23% | Reduce -0.2% | 36,130 | $4.3M |
| Ironsides Asset Advisors, LLC | 1.40% | Reduce -1.5% | 35,448 | $4.2M |
| Creative Financial Designs Inc. | 0.37% | Add +7.5% | 35,039 | $4.2M |
| NORTHSTAR ASSET MANAGEMENT Co | 1.00% | Add +1.9% | 34,955 | $4.1M |
| Embree Financial Group | 0.79% | Reduce -1.4% | 34,808 | $4.1M |
| J.W. Cole Advisors, Inc. | 0.19% | Reduce -1.9% | 34,463 | $4.1M |
| B. Riley Wealth Advisors, Inc. | 0.10% | Reduce -19.3% | 34,442 | $4.1M |
| Everett Harris & Co. | 0.05% | Add +2.4% | 34,414 | $4.1M |
| Hanover Advisors Inc. | 1.80% | Reduce -9.8% | 34,170 | $4.1M |
| Curran Financial Partners, LLC | 1.35% | Add +0.7% | 34,086 | $4.0M |
| SWS Partners | 1.21% | Add +41.9% | 34,016 | $4.0M |
| Geneos Wealth Management Inc. | 0.18% | Reduce -0.3% | 33,976 | $4.0M |
| Wealth Management Partners, LLC | 1.96% | Reduce -2.5% | 33,928 | $4.0M |
| Macquarie Group Ltd. | 0.00% | Add +28.4% | 33,727 | $4.0M |
| MSH Capital Advisors LLC | 1.33% | Add +13.5% | 33,579 | $4.0M |
| Advisors Capital Management, LLC | 0.07% | Add +5.5% | 33,393 | $4.0M |
| Kohmann Bosshard Financial Services, LLC | 0.53% | Reduce -14.5% | 33,193 | $3.9M |
| Lake Street Advisors Group, LLC | 0.19% | Add +0.2% | 33,130 | $3.9M |
| PAX Financial Group, LLC | 0.77% | Reduce -4.7% | 33,040 | $3.9M |
| CORDA Investment Management, LLC. | 0.32% | Reduce -1.4% | 33,019 | $3.9M |
| Apollon Wealth Management, LLC | 0.12% | Reduce -2.8% | 32,827 | $3.9M |
| Stuart Chaussee & Associates, Inc. | 1.07% | Reduce -0.0% | 32,736 | $3.9M |
| Spreng Capital Management, Inc. | 2.00% | Add +10.7% | 32,502 | $3.9M |
| Kapstone Financial Advisors LLC | 2.51% | Reduce -1.7% | 32,269 | $3.8M |
| Donaldson Capital Management, LLC | 0.16% | Add +1.3% | 31,999 | $3.8M |
| Lane & Associates LLC | 2.23% | Add +4.8% | 31,926 | $3.8M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +2.8% | 31,537 | $3.7M |
| Orion Portfolio Solutions, LLC | 0.04% | Add +2.8% | 31,537 | $3.7M |
| Daymark Wealth Partners, LLC | 0.17% | Add +910.9% | 31,450 | $3.7M |
| Sovereign Financial Group, Inc. | 0.93% | Reduce -3.8% | 31,321 | $3.7M |
| R. W. Roge & Company, Inc. | 2.11% | Reduce -8.0% | 31,154 | $3.7M |
| Quantum Capital Management, LLC / NJ | 0.42% | Reduce -1.5% | 31,022 | $3.7M |
| Ally Invest Advisors Inc. | 0.35% | Reduce -1.9% | 30,938 | $3.7M |
| LifeSteps Financial, Inc. | 3.02% | Reduce -5.2% | 30,867 | $3.7M |
| Janus Henderson Group PLC | 0.00% | Reduce -29.7% | 30,820 | $3.7M |
| Petix & Botte Co | 1.04% | Add +89.0% | 30,818 | $3.7M |
| Benjamin F. Edwards & Company, Inc. | 0.06% | Add +1.2% | 30,467 | $3.6M |
| Capital Investment Advisory Services, LLC | 0.37% | Add +1.4% | 30,423 | $3.6M |
| Flagstar Securities, Inc. | 0.99% | Reduce -8.0% | 30,399 | $3.6M |
| Prospera Financial Services Inc | 0.10% | Add +9.6% | 30,334 | $3.6M |
| Burns J W & Co. Inc. | 0.49% | Reduce -2.4% | 30,373 | $3.6M |
| Ausdal Financial Partners, Inc. | 0.38% | Add +1.9% | 30,078 | $3.6M |
| Bridgewealth Advisory Group, LLC | 1.57% | Reduce -3.4% | 29,937 | $3.6M |
| Focus Partners Advisor Solutions, LLC | 0.09% | Reduce -6.4% | 29,911 | $3.5M |
| New Century Financial Group, LLC | 1.51% | New | 29,882 | $3.5M |
| MAI Capital Management | 0.03% | Reduce -1.1% | 29,877 | $3.5M |
| Carmichael Hill & Associates, Inc. | 1.44% | Reduce -2.6% | 29,853 | $3.5M |
| Ayalon Insurance Comp Ltd. | 1.16% | Reduce -3.0% | 29,606 | $3.5M |
| Guyasuta Investment Advisors Inc. | 0.26% | No change | 31,386 | $3.5M |
| Orion Capital Management LLC | 1.84% | Reduce -0.3% | 29,535 | $3.5M |
| Cornell Pochily Investment Advisors, Inc. | 1.32% | Add +0.1% | 29,318 | $3.5M |
| Lion Street Advisors, LLC | 1.28% | Reduce -3.3% | 29,227 | $3.5M |
| Parsons Capital Management Inc. | 0.24% | Reduce -13.0% | 29,207 | $3.5M |
| Buckingham Strategic Wealth, LLC | 0.04% | Reduce -2.6% | 29,131 | $3.5M |
| Bangor Savings Bank | 0.34% | No change | 29,051 | $3.4M |
| Financial Advocates Investment Management | 0.21% | Reduce -10.6% | 29,035 | $3.4M |
| Simon Quick Advisors, LLC | 0.24% | Reduce -10.8% | 29,024 | $3.4M |
| Culbertson A N & Co. Inc. | 0.58% | Reduce -13.6% | 28,133 | $3.3M |
| Atticus Wealth Management, LLC | 1.09% | Reduce -1.9% | 28,065 | $3.3M |
| Triangle Securities Wealth Management | 0.93% | Reduce -4.0% | 27,914 | $3.3M |
| Parkside Financial Bank & Trust | 0.52% | Add +1.6% | 27,866 | $3.3M |
| Richard C. Young & CO., LTD. | 0.40% | Add +0.6% | 27,555 | $3.3M |
| Cornerstone Advisors Asset Management, LLC | 0.92% | No change | 27,332 | $3.2M |
| Voya Financial Advisors, Inc. | 0.36% | Add +17.2% | 27,230 | $3.2M |
| Trust Co | 0.41% | Add +0.6% | 27,001 | $3.2M |
| Old Port Advisors | 0.96% | Reduce -1.9% | 26,990 | $3.2M |
| Pacific Center for Financial Services | 0.89% | Add +2.8% | 26,673 | $3.2M |
| Blue Barn Wealth, LLC | 1.76% | Add +0.2% | 26,613 | $3.2M |
| Armstrong Advisory Group, Inc. | 0.28% | Add +26.1% | 26,608 | $3.2M |
| Verdence Capital Advisors LLC | 0.28% | Reduce -0.4% | 26,585 | $3.2M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +56.2% | 26,309 | $3.1M |
| Signet Financial Management, LLC | 0.42% | Reduce -4.2% | 26,297 | $3.1M |
| Simplicity Wealth,LLC | 0.07% | Add +35.1% | 26,180 | $3.1M |
| Tiaa Trust, National Association | 0.01% | Reduce -1.7% | 26,094 | $3.1M |
| Founders Financial Alliance, LLC | 0.92% | Reduce -7.6% | 26,063 | $3.1M |
| Victory Financial Group, LLC | 1.45% | Reduce -0.6% | 26,039 | $3.1M |
| Strengthening Families & Communities, LLC | 0.88% | New | 25,969 | $3.1M |
| Advisor OS, LLC | 0.34% | Add +0.5% | 25,943 | $3.1M |
| Silverlake Wealth Management LLC | 1.26% | Add +85.7% | 25,920 | $3.1M |
| New Covenant Trust Company, N.A. | 3.53% | No change | 25,089 | $3.1M |
| EverSource Wealth Advisors, LLC | 0.20% | Add +38.9% | 24,623 | $3.1M |
| Legacy Advisors, LLC | 0.37% | No change | 25,748 | $3.1M |
| Montecito Bank & Trust | 0.62% | Reduce -13.4% | 25,734 | $3.1M |
| Delta Financial Advisors LLC | 1.18% | No change | 25,589 | $3.0M |
| IHT Wealth Management, LLC | 0.11% | Add +5.9% | 25,582 | $3.0M |
| Financial Counselors Inc. | 0.05% | Reduce -19.0% | 25,535 | $3.0M |
| Mainsail Asset Management, LLC | 2.40% | Add +0.3% | 25,505 | $3.0M |
| Oxinas Partners, LLC | 2.01% | Reduce -0.1% | 25,462 | $3.0M |
| Manchester Capital Management LLC | 0.36% | Reduce -0.5% | 25,010 | $3.0M |
| Keystone Financial Planning, Inc. | 0.98% | Reduce -1.6% | 24,998 | $3.0M |
| Onyx Bridge Wealth Group LLC | 0.48% | Add +4.2% | 24,659 | $2.9M |
| Cambridge Capital Management, LLC | 2.16% | Reduce -1.5% | 24,651 | $2.9M |
| MJP Associates Inc. | 0.61% | Add +0.5% | 24,567 | $2.9M |
| Lowe Wealth Advisors, LLC | 1.33% | Reduce -15.6% | 24,540 | $2.9M |
| Mechanics Bank Trust Department | 0.41% | Reduce -1.2% | 24,395 | $2.9M |
| FRG Family Wealth Advisors LLC | 0.56% | Reduce -2.3% | 24,241 | $2.9M |
| Pekin Hardy Strauss, Inc. | 0.40% | Reduce -1.8% | 24,208 | $2.9M |
| Circle Wealth Management, LLC | 0.07% | Reduce -4.9% | 24,059 | $2.9M |
| Sapient Capital LLC | 0.06% | Reduce -0.1% | 24,039 | $2.9M |
| Choate Investment Advisors | 0.07% | Add +0.8% | 23,893 | $2.8M |
| Prudential Financial Inc. | 0.00% | Add +35.3% | 23,888 | $2.8M |
| Bowman & Co S.C. | 1.65% | Add +3.1% | 23,867 | $2.8M |
| German American Bancorp, Inc. | 0.32% | No change | 23,821 | $2.8M |
| Forza Wealth Management, LLC | 1.43% | Reduce -4.4% | 23,337 | $2.8M |
| Archford Capital Strategies, LLC | 0.44% | Reduce -0.3% | 22,907 | $2.7M |
| Trust Co. of Vermont | 0.15% | Add +4.0% | 22,831 | $2.7M |
| Signature Estate & Investment Advisors LLC | 0.07% | Reduce -46.9% | 22,766 | $2.7M |
| Carr Financial Group Corp | 0.85% | Add +1.3% | 22,598 | $2.7M |
| Graypoint LLC | 0.18% | Reduce -5.5% | 22,524 | $2.7M |
| Avidian Wealth Enterprises, LLC | 0.13% | Add +20.8% | 22,455 | $2.7M |
| Connecticut Wealth Management, LLC | 0.14% | Reduce -10.0% | 22,380 | $2.7M |
| Wedmont Private Capital | 0.17% | Reduce -1.0% | 21,828 | $2.7M |
| Snowden Capital Advisors LLC | 0.08% | Add +4.6% | 22,073 | $2.6M |
| Warner Financial, Inc. | 1.28% | Add +0.6% | 22,056 | $2.6M |
| Confluence Wealth Services, Inc. | 0.21% | Add +1.4% | 22,036 | $2.6M |
| Worth Asset Management, LLC | 1.55% | New | 22,008 | $2.6M |
| Platform Technology Partners | 0.90% | — | 21,996 | $2.6M |
| 1900 Wealth Management LLC | 0.24% | Reduce -0.3% | 21,984 | $2.6M |
| StrongBox Wealth, LLC | 1.21% | Add +2.2% | 21,648 | $2.6M |
| Diversified Portfolios, Inc. | 0.34% | No change | 21,596 | $2.6M |
| Formidable Asset Management, LLC | 0.41% | Add +26.2% | 21,563 | $2.6M |
| Prudent Man Advisors, LLC | 0.90% | Reduce -3.8% | 21,486 | $2.5M |
| Intellectus Partners, LLC | 0.70% | Reduce -1.4% | 21,400 | $2.5M |
| RFG Advisory, LLC | 0.08% | Add +17.8% | 20,976 | $2.5M |
| International Assets Investment Management, LLC | 0.23% | Add +0.3% | 20,941 | $2.5M |
| Seneca House Advisors | 1.08% | Add +10.4% | 20,937 | $2.5M |
| Eukles Asset Management | 1.07% | Add +1.1% | 20,908 | $2.5M |
| Stratos Wealth Advisors, LLC | 0.12% | Add +2.0% | 20,846 | $2.5M |
| Saxon Interests, Inc. | 1.17% | Add +168.8% | 20,748 | $2.5M |
| Citizens National Bank Trust Department | 0.54% | Reduce -0.6% | 20,507 | $2.4M |
| Rwa Wealth Partners, LLC | 0.03% | Add +1.9% | 20,414 | $2.4M |
| Whittier Trust Co. of Nevada Inc. | 0.07% | Reduce -5.2% | 20,388 | $2.4M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Reduce -5.3% | 20,205 | $2.4M |
| TRUE Private Wealth Advisors | 0.27% | Reduce -5.2% | 20,168 | $2.4M |
| Integrity Wealth Solutions LLC | 1.55% | Reduce -1.8% | 20,087 | $2.4M |
| Western Wealth Management, LLC | 0.18% | Add +0.2% | 20,021 | $2.4M |
| Thoroughbred Financial Services, LLC | 0.16% | Add +16.0% | 19,985 | $2.4M |
| Mount Lucas Management LP | 0.83% | Reduce -7.6% | 19,839 | $2.4M |
| U.S. Capital Wealth Advisors, LLC | 0.09% | Reduce -60.1% | 19,837 | $2.4M |
| AdvisorNet Financial, Inc | 0.21% | Add +25.1% | 19,829 | $2.4M |
| Diversify Advisory Services, LLC | 0.13% | Add +16.0% | 19,538 | $2.3M |
| Rockingstone Advisors LLC | 1.18% | Reduce -0.2% | 19,401 | $2.3M |
| Cozad Asset Management Inc. | 0.23% | Reduce -2.4% | 19,401 | $2.3M |
| Davidson Trust Co. | 1.58% | Reduce -23.6% | 19,383 | $2.3M |
| Burke & Herbert Bank & Trust Co. | 0.56% | Add +6.7% | 19,342 | $2.3M |
| CX Institutional | 0.11% | Add +0.1% | 19,250 | $2.3M |
| VeraBank, N.A. | 0.71% | Add +1.0% | 19,247 | $2.3M |
| Bensler, LLC | 0.31% | Reduce -0.3% | 19,215 | $2.3M |
| Auour Investments LLC | 0.85% | Reduce -12.8% | 19,209 | $2.3M |
| North Star Asset Management Inc. | 0.11% | Add +1.1% | 19,150 | $2.3M |
| Betterment LLC | 0.01% | Add +0.1% | 19,019 | $2.3M |
| Hayek Kallen Investment Management | 0.84% | Add +0.6% | 18,945 | $2.2M |
| Bartlett & Co. Wealth Management LLC | 0.03% | Reduce -27.4% | 18,908 | $2.2M |
| Arete Wealth Advisors, LLC | 0.18% | Add +5.5% | 18,841 | $2.2M |
| Northstar Group, Inc. | 0.44% | Add +0.0% | 18,735 | $2.2M |
| Lodestar Private Asset Management LLC | 0.30% | Add +17.2% | 18,640 | $2.2M |
| Savant Capital, LLC | 0.02% | Add +3.6% | 18,602 | $2.2M |
| Roundview Capital LLC | 0.17% | Reduce -7.2% | 18,535 | $2.2M |
| Meritage Portfolio Management | 0.14% | Reduce -4.9% | 18,479 | $2.2M |
| FinTrust Capital Advisors, LLC | 0.40% | Add +16.8% | 18,437 | $2.2M |
| Johnson Investment Counsel Inc. | 0.02% | Add +0.6% | 18,357 | $2.2M |
| Koshinski Asset Management, Inc. | 0.20% | Add +12.5% | 18,150 | $2.2M |
| Capital Advantage, Inc. | 0.44% | Add +17.6% | 17,895 | $2.1M |
| Arrowroot Family Office, LLC | 1.36% | Reduce -2.6% | 17,911 | $2.1M |
| Farther Finance Advisors, LLC | 0.10% | Add +22.4% | 17,919 | $2.1M |
| Fonville Wealth Management LLC | 0.84% | Reduce -3.4% | 17,879 | $2.1M |
| Kovack Advisors, Inc. | 0.23% | Add +5.4% | 17,866 | $2.1M |
| Collective Family Office LLC | 0.62% | Reduce -1.1% | 17,778 | $2.1M |
| WCG Wealth Advisors LLC | 0.16% | New | 17,767 | $2.1M |
| Colony Family Offices, LLC | 0.67% | Reduce -0.2% | 17,649 | $2.1M |
| Obermeyer Wealth Partners | 0.12% | Reduce -1.7% | 17,629 | $2.1M |
| Independent Wealth Network Inc. | 0.97% | Add +1.0% | 17,589 | $2.1M |
| Blankinship & Foster, LLC | 0.54% | No change | 17,560 | $2.1M |
| Compass Ion Advisors, LLC | 0.30% | Add +2.7% | 17,183 | $2.1M |
| Consultiva Wealth Management, Corp. | 18.87% | Reduce -2.8% | 17,468 | $2.1M |
| Alpha Cubed Investments, LLC | 0.10% | Reduce -7.2% | 17,440 | $2.1M |
| Mraz, Amerine & Associates, Inc. | 0.42% | Reduce -18.0% | 17,395 | $2.1M |
| Leavell Investment Management, Inc. | 0.11% | Add +1.5% | 17,311 | $2.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +3.6% | 17,260 | $2.0M |
| Harbor Investment Advisory, LLC | 0.21% | Add +1.3% | 17,183 | $2.0M |
| My Personal CFO, LLC | 1.09% | No change | 17,165 | $2.0M |
| BOK Financial Private Wealth, Inc. | 0.15% | Reduce -0.5% | 17,156 | $2.0M |
| Ascent Group, LLC | 0.17% | Reduce -6.8% | 17,142 | $2.0M |
| Lake Hills Wealth Management, LLC | 1.45% | Add +2.2% | 17,007 | $2.0M |
| Regal Investment Advisors LLC | 0.13% | Reduce -6.9% | 16,976 | $2.0M |
| Bouchey Financial Group, Ltd. | 0.19% | No change | 16,954 | $2.0M |
| Tradition Wealth Management, LLC | 0.19% | Reduce -2.0% | 16,877 | $2.0M |
| OMNI 360 Wealth, Inc. | 1.52% | Add +2.7% | 16,844 | $2.0M |
| First Citizens Bank & Trust Co. | 0.04% | Reduce -3.2% | 16,691 | $2.0M |
| Investmark Advisory Group LLC | 1.05% | Reduce -7.1% | 16,575 | $2.0M |
| Lebenthal Global Advisors, LLC | 0.43% | Reduce -10.0% | 16,490 | $2.0M |
| Pallas Capital Advisors LLC | 0.09% | Add +11.4% | 15,799 | $1.9M |
| First Merchants Corp. | 0.08% | Reduce -13.6% | 16,394 | $1.9M |
| Kuhn & Co Investment Counsel | 1.73% | Add +3.9% | 16,281 | $1.9M |
| Pennsylvania Capital Management Inc. | 0.75% | No change | 16,258 | $1.9M |
| Carolinas Wealth Consulting LLC | 0.37% | Add +1.3% | 16,201 | $1.9M |
| Logan Capital Management Inc. | 0.08% | Reduce -0.5% | 16,201 | $1.9M |
| Weaver Consulting Group | 0.67% | Add +0.1% | 16,137 | $1.9M |
| Citizens Financial Group Inc. | 0.04% | Add +19.1% | 16,069 | $1.9M |
| Glass Jacobson Investment Advisors llc | 0.69% | Reduce -2.8% | 16,058 | $1.9M |
| Vicus Capital | 0.17% | Reduce -2.7% | 16,022 | $1.9M |
| Legacies Wealth LLC | 1.66% | No change | 16,007 | $1.9M |
| Franklin Resources Inc. | 0.00% | Add +0.0% | 15,995 | $1.9M |
| Scotia Capital Inc. | 0.01% | Add +41.5% | 15,960 | $1.9M |
| Capital City Trust Co. | 0.51% | Add +9.8% | 15,883 | $1.9M |
| Oxford Financial Group, LTD. LLC | 0.12% | No change | 15,875 | $1.9M |
| Founders Financial Securities LLC | 0.18% | Add +14.7% | 15,819 | $1.9M |
| North Star Investment Management Corp. | 0.14% | No change | 15,716 | $1.9M |
| Webster Bank, N. A. | 0.20% | Reduce -1.6% | 15,681 | $1.9M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -8.5% | 15,676 | $1.9M |
| SRH Advisors, LLC | 0.62% | No change | 15,617 | $1.9M |
| New Insight Wealth Advisors | 1.09% | Reduce -15.5% | 15,604 | $1.9M |
| Joseph Group Capital Management | 0.96% | Add +1.5% | 15,576 | $1.8M |
| Pacific Sun Financial Corp | 1.08% | Reduce -1.2% | 15,431 | $1.8M |
| McNamara Financial Services, Inc. | 0.39% | Add +0.1% | 15,403 | $1.8M |
| HUB Investment Partners, LLC | 0.09% | Add +5.9% | 15,389 | $1.8M |
| Carnegie Investment Counsel | 0.06% | Add +0.9% | 15,339 | $1.8M |
| Bristlecone Advisors, LLC | 0.15% | Reduce -1.1% | 15,319 | $1.8M |
| Essex Bank | 0.48% | Reduce -15.7% | 15,150 | $1.8M |
| Orgel Wealth Management, LLC | 0.05% | Add +6.5% | 15,115 | $1.8M |
| Coordinated Financial Services, Inc. | 1.55% | Reduce -2.3% | 15,080 | $1.8M |
| Mather Group, Llc. | 0.02% | Add +19.0% | 14,759 | $1.8M |
| Fiduciary Group, LLC | 0.19% | Add +237.8% | 14,995 | $1.8M |
| NorthRock Partners, LLC | 0.07% | Reduce -28.8% | 14,961 | $1.8M |
| Millennium Management | 0.00% | Reduce -38.8% | 14,891 | $1.8M |
| Arq Wealth Advisors, LLC | 0.76% | Add +7.7% | 14,810 | $1.8M |
| Columbus Macro, LLC | 0.68% | Add +1.4% | 14,805 | $1.8M |
| SP Asset Management LLC | 0.16% | Reduce -12.8% | 14,789 | $1.8M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.05% | Reduce -0.5% | 14,713 | $1.7M |
| AIMZ Investment Advisors, LLC | 0.62% | Add +2.4% | 14,664 | $1.7M |
| Mgo One Seven LLC | 0.08% | Reduce -4.7% | 14,632 | $1.7M |
| Opes Wealth Management LLC | 0.36% | Add +7.6% | 14,598 | $1.7M |
| Capital Advisors Inc. | 0.04% | Reduce -87.1% | 14,563 | $1.7M |
| Redhawk Wealth Advisors, Inc. | 0.26% | Add +95.0% | 14,429 | $1.7M |
| Signaturefd, LLC | 0.03% | Add +3.8% | 14,427 | $1.7M |
| AlTi Global, Inc. | 0.05% | No change | 14,376 | $1.7M |
| Glassman Wealth Services | 0.31% | No change | 14,343 | $1.7M |
| Bremer Bank National Association | 0.33% | Reduce -12.8% | 14,329 | $1.7M |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.83% | Add +0.4% | 14,302 | $1.7M |
| FF Advisors,LLC | 1.19% | No change | 14,228 | $1.7M |
| New England Private Wealth Advisors LLC | 0.29% | Add +0.4% | 14,090 | $1.7M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +8.7% | 14,076 | $1.7M |
| Private Trust Co. NA | 0.18% | Add +4.1% | 14,055 | $1.7M |
| Dakota Wealth Management | 0.04% | Reduce -6.0% | 14,029 | $1.7M |
| Duncker Streett & Co. Inc. | 0.32% | Reduce -6.1% | 13,890 | $1.6M |
| Coldstream Capital Management Inc. | 0.04% | Add +2.0% | 13,829 | $1.6M |
| Diversified Trust Co. | 0.05% | Reduce -43.8% | 13,711 | $1.6M |
| Invst, LLC | 0.18% | Reduce -10.8% | 13,720 | $1.6M |
| Brighton Jones LLC | 0.05% | Add +8.8% | 13,642 | $1.6M |
| Cahill Financial Advisors Inc. | 0.22% | Reduce -13.6% | 13,583 | $1.6M |
| National Bank of Canada | 0.00% | Reduce -82.8% | 13,585 | $1.6M |
| KCM Investment Advisors LLC | 0.06% | Reduce -10.4% | 13,500 | $1.6M |
| Main Street Financial Solutions, LLC | 0.15% | Add +0.6% | 13,405 | $1.6M |
| BlackRock Inc. | 0.00% | Reduce -12.2% | 13,383 | $1.6M |
| Strategic Blueprint, LLC | 0.11% | Add +2.1% | 13,327 | $1.6M |
| Burkett Financial Services, LLC | 0.81% | Add +0.7% | 13,299 | $1.6M |
| Red Tortoise LLC | 0.86% | Add +0.2% | 13,269 | $1.6M |
| Ancora Advisors LLC | 0.04% | Reduce -2.2% | 13,156 | $1.6M |
| Integrated Investment Consultants, LLC | 0.43% | No change | 12,882 | $1.6M |
| Verus Capital Partners, LLC | 0.16% | Add +2.3% | 13,079 | $1.6M |
| Tempus Wealth Planning, LLC | 0.65% | Reduce -4.7% | 13,043 | $1.5M |
| Arkadios Wealth Advisors | 0.10% | Add +68.9% | 13,012 | $1.5M |
| Flputnam Investment Management Co. | 0.03% | Add +140.6% | 13,008 | $1.5M |
| 360 Financial, Inc. | 0.58% | Add +0.1% | 12,950 | $1.5M |
| Creekside Partners | 0.84% | — | 12,767 | $1.5M |
| ZWJ Investment Counsel Inc. | 0.07% | Add +16.4% | 12,750 | $1.5M |
| Ballentine Partners, LLC | 0.03% | Reduce -12.4% | 12,626 | $1.5M |
| Northcape Wealth Management, LLC | 0.54% | Reduce -0.3% | 12,595 | $1.5M |
| Rehmann Capital Advisory Group | 0.11% | Add +32.6% | 12,540 | $1.5M |
| Interactive Financial Advisors, Inc. | 0.81% | Add +0.2% | 12,447 | $1.5M |
| Strategic Wealth Partners, Ltd. | 0.15% | Reduce -2.5% | 12,443 | $1.5M |
| Mosaic Family Wealth Partners, LLC | 0.24% | No change | 12,414 | $1.5M |
| Gables Capital Management Inc. | 0.76% | Reduce -6.0% | 12,291 | $1.5M |
| Royal Fund Management, LLC | 0.20% | Reduce -83.1% | 12,185 | $1.5M |
| Citadel Advisors | 0.00% | Reduce -75.6% | 12,222 | $1.4M |
| GLOBALT Investments LLC / GA | 0.06% | Reduce -9.6% | 12,159 | $1.4M |
| Opinicus Capital, Inc. | 1.22% | Add +2.4% | 12,147 | $1.4M |
| Valley National Advisers Inc. | 0.21% | Add +3.8% | 12,092 | $1.4M |
| Cypress Point Wealth Management, LLC | 0.67% | No change | 11,972 | $1.4M |
| MCF Advisors LLC | 0.11% | Reduce -1.5% | 11,969 | $1.4M |
| Alexander Labrunerie & Co., Inc. | 0.77% | Add +1.9% | 11,891 | $1.4M |
| Fifth Third Bancorp | 0.01% | Reduce -17.9% | 11,849 | $1.4M |
| Beacon Financial Advisory LLC | 0.52% | Add +15.9% | 11,742 | $1.4M |
| QRG Capital Management, Inc. | 0.02% | Add +67.2% | 11,733 | $1.4M |
| Walkner Condon Financial Advisors LLC | 0.30% | Add +4.1% | 11,697 | $1.4M |
| Trilogy Capital Inc. | 0.07% | New | 11,637 | $1.4M |
| Blue Chip Partners, LLC | 0.13% | Reduce -1.6% | 11,592 | $1.4M |
| FAS Wealth Partners, Inc. | 0.12% | Add +4.9% | 11,531 | $1.4M |
| Mark Sheptoff Financial Planning, LLC | 0.76% | Reduce -6.5% | 11,523 | $1.4M |
| Centaurus Financial, Inc. | 0.09% | Reduce -0.2% | 11,514 | $1.4M |
| Access Financial Services, Inc. | 0.62% | No change | 11,502 | $1.4M |
| Financial Insights, Inc. | 0.38% | Reduce -5.7% | 11,495 | $1.4M |
| Relyea Zuckerberg Hanson LLC | 0.23% | Add +9.9% | 11,484 | $1.4M |
| Red Door Wealth Management, LLC | 0.24% | Add +0.7% | 11,426 | $1.4M |
| Schroder Investment Management Group | 0.00% | Add +11.6% | 11,428 | $1.4M |
| Anchor Investment Management, LLC | 0.14% | Add +2.0% | 11,398 | $1.4M |
| Uptick Partners, LLC | 1.03% | No change | 11,077 | $1.3M |
| Richardson Capital Management LLC | 1.03% | New | 11,252 | $1.3M |
| Spire Wealth Management | 0.05% | Reduce -34.7% | 11,238 | $1.3M |
| Brandywine Oak Private Wealth LLC | 0.14% | Reduce -10.4% | 11,226 | $1.3M |
| Fiducient Advisors LLC | 0.18% | Add +26.3% | 11,216 | $1.3M |
| Birchcreek Wealth Management, LLC | 0.75% | Reduce -0.0% | 11,194 | $1.3M |
| Ti-Trust, Inc. | 1.02% | Add +7.6% | 11,125 | $1.3M |
| Clarity Capital Advisors, LLC | 1.01% | Add +0.6% | 11,053 | $1.3M |
| LVW Advisors, LLC | 0.19% | Add +0.8% | 10,985 | $1.3M |
| Fairscale Capital, LLC | 1.16% | — | 10,515 | $1.3M |
| WMS Partners, LLC | 0.08% | No change | 10,874 | $1.3M |
| Trinity Legacy Partners, LLC | 0.37% | Add +7.0% | 10,863 | $1.3M |
| 9258 Wealth Management, LLC | 0.20% | Reduce -1.0% | 10,861 | $1.3M |
| Fca Corp. | 0.41% | Add +1.4% | 10,854 | $1.3M |
| Jackson Wealth Management, LLC | 0.28% | Reduce -40.3% | 10,847 | $1.3M |
| O'ROURKE & COMPANY, Inc | 0.72% | Add +8.5% | 10,799 | $1.3M |
| Capital Group Private Client Services, Inc. | 0.01% | Add +0.5% | 10,783 | $1.3M |
| Fulcrum Capital LLC | 0.29% | No change | 10,765 | $1.3M |
| Scott Capital Advisors, LLC | 0.38% | Add +0.3% | 10,726 | $1.3M |
| Patten Group, Inc. | 0.30% | Add +2.3% | 10,744 | $1.3M |
| Lanark Financial, Inc. | 0.12% | Reduce -15.1% | 10,726 | $1.3M |
| Collaborative Wealth Managment Inc. | 0.62% | Add +0.1% | 10,700 | $1.3M |
| C M Bidwell & Associates Ltd. | 0.85% | Reduce -4.5% | 10,679 | $1.3M |
| Laird Norton Wetherby Wealth Management, LLC | 0.06% | Add +0.9% | 10,569 | $1.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.14% | Add +14.6% | 10,517 | $1.2M |
| Precedent Wealth Partners, LLC | 0.50% | Add +40.1% | 10,393 | $1.2M |
| CGN Advisors LLC | 0.14% | Add +6.5% | 10,338 | $1.2M |
| F/m Investments LLC | 0.04% | New | 10,324 | $1.2M |
| Cullen/Frost Bankers, Inc. | 0.02% | Add +18.6% | 10,314 | $1.2M |
| Klingman & Associates, LLC | 0.08% | Add +19.1% | 10,277 | $1.2M |
| Nissay Asset Management Corp. /Japan | 0.01% | Reduce -73.3% | 10,254 | $1.2M |
| Novare Capital Management LLC | 0.11% | Reduce -0.2% | 10,245 | $1.2M |
| UMB Bank, n.a. | 0.02% | No change | 10,243 | $1.2M |
| W Advisors, LLC | 0.79% | Add +5.4% | 10,168 | $1.2M |
| HM Payson & Co. | 0.02% | Reduce -0.4% | 10,120 | $1.2M |
| LJI Wealth Management, LLC | 0.26% | No change | 10,087 | $1.2M |
| Bigelow Investment Advisors, LLC | 0.57% | Add +35.2% | 10,081 | $1.2M |
| Smith, Moore & Co. | 0.12% | Reduce -6.1% | 10,001 | $1.2M |
| Moseley Investment Management Inc. | 0.55% | Add +3.4% | 9,994 | $1.2M |
| Zuckerman Investment Group, LLC | 0.14% | Add +14.6% | 9,943 | $1.2M |
| CPA Asset Management Group, LLC | 0.63% | No change | 9,933 | $1.2M |
| CRA Financial Services, LLC | 0.24% | Add +3.8% | 9,916 | $1.2M |
| JT Stratford LLC | 0.22% | Reduce -1.4% | 9,881 | $1.2M |
| LGL Partners, LLC | 0.17% | No change | 9,693 | $1.1M |
| Tradewinds, LLC. | 0.35% | New | 9,690 | $1.1M |
| HTLF Bank | 0.13% | Reduce -9.7% | 9,689 | $1.1M |
| Alesco Advisors, LLC, An ESL Co | 0.04% | No change | 9,685 | $1.1M |
| Clarity Financial LLC | 0.17% | Reduce -1.0% | 9,651 | $1.1M |
| Rothschild Investment LLC | 0.08% | Reduce -15.0% | 9,618 | $1.1M |
| Patton Albertson Miller Group, LLC | 0.16% | Reduce -1.6% | 9,559 | $1.1M |
| Prossimo Advisors, LLC | 1.02% | New | 9,545 | $1.1M |
| 3Chopt Investment Partners, LLC | 0.34% | New | 9,445 | $1.1M |
| Charter Oak Capital Management, LLC | 0.12% | Add +17.9% | 9,438 | $1.1M |
| HBK Sorce Advisory LLC | 0.04% | Reduce -18.9% | 9,392 | $1.1M |
| Cardiff Park Advisors, LLC | 0.11% | Reduce -0.6% | 9,376 | $1.1M |
| Rossmore Private Capital | 0.15% | No change | 9,317 | $1.1M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +39.0% | 9,299 | $1.1M |
| REDW Wealth LLC | 0.29% | No change | 9,248 | $1.1M |
| DF Dent & Co. Inc. | 0.01% | Reduce -41.7% | 9,248 | $1.1M |
| Kingswood Wealth Advisors, LLC | 0.10% | Reduce -2.3% | 9,170 | $1.1M |
| Douglass Winthrop Advisors, LLC | 0.02% | No change | 9,170 | $1.1M |
| Bogart Wealth, LLC | 0.06% | Add +0.1% | 9,162 | $1.1M |
| First Heartland Consultants, Inc. | 0.11% | Reduce -0.7% | 9,135 | $1.1M |
| Park National Corp. | 0.04% | Reduce -11.6% | 8,993 | $1.1M |
| Idaho Trust Co | 0.54% | Add +74.5% | 8,957 | $1.1M |
| River Street Advisors LLC | 0.66% | Add +0.1% | 8,935 | $1.1M |
| Vantage Financial Partners, LLC | 0.28% | Reduce -5.8% | 8,933 | $1.1M |
| Lindbrook Capital, LLC | 0.10% | No change | 8,927 | $1.1M |
| Cornerstone Wealth Management, LLC | 0.08% | Reduce -2.3% | 8,884 | $1.1M |
| Gateway Wealth Partners, LLC | 0.32% | Reduce -1.1% | 8,870 | $1.1M |
| N.E.W. Advisory Services LLC | 0.11% | Reduce -28.0% | 8,868 | $1.1M |
| Independence Bank of Kentucky | 0.28% | Reduce -1.4% | 8,852 | $1.0M |
| Retirement Planning Co of New England, Inc. | 0.57% | Add +13.5% | 8,814 | $1.0M |
| Kades & Cheifetz LLC | 0.66% | Add +0.6% | 8,796 | $1.0M |
| Integral Investment Advisors, Inc. | 0.38% | Add +43.0% | 8,815 | $1.0M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +1.9% | 8,790 | $1.0M |
| Thrive Wealth Management, LLC | 0.20% | Add +0.3% | 8,770 | $1.0M |
| Gladstone Institutional Advisory LLC | 0.05% | Add +26.2% | 8,766 | $1.0M |
| Archer Investment Corp | 0.30% | No change | 8,757 | $1.0M |
| Harvest Volatility Management LLC | 24.83% | No change | 8,738 | $1.0M |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Add +544.8% | 8,686 | $1.0M |
| Aspiriant, LLC | 0.04% | Add +2.4% | 8,683 | $1.0M |
| First Command Advisory Services, Inc. | 0.01% | Reduce -2.9% | 8,680 | $1.0M |
| Compass Financial Group, INC | 0.22% | Reduce -3.4% | 8,639 | $1.0M |
| Eldridge Investment Advisors, Inc. | 0.26% | Add +21.7% | 8,629 | $1.0M |
| Smartleaf Asset Management LLC | 0.17% | Reduce -53.2% | 8,593 | $1.0M |
| G2 Capital Management, LLC / Oh | 0.32% | Add +0.4% | 8,558 | $1.0M |
| Savvy Advisors, Inc. | 0.33% | Add +34.3% | 8,549 | $1.0M |
| Gratus Capital, LLC | 0.04% | Add +22.0% | 8,535 | $1.0M |
| Smith Salley Wealth Management | 0.07% | No change | 8,526 | $1.0M |
| Badgley Phelps Wealth Managers, LLC | 0.03% | Add +33.6% | 8,513 | $1.0M |
| Mayport, LLC | 0.36% | Add +9.8% | 8,490 | $1.0M |
| Ridgecrest Wealth Partners, LLC | 0.60% | Add +18.4% | 8,430 | $1000K |
| Plancorp, LLC | 0.04% | Reduce -3.6% | 8,405 | $997K |
| Sara-Bay Financial | 0.40% | Add +45.6% | 8,374 | $993K |
| Vantage Investment Partners, LLC | 0.09% | Reduce -4.2% | 8,372 | $993K |
| Cambridge Financial Group, LLC | 0.45% | No change | 8,363 | $992K |
| JB Capital LLC | 0.06% | Add +10.2% | 8,352 | $991K |
| Fulton Bank, N.A. | 0.04% | No change | 8,348 | $990K |
| Sage Investment Advisers LLC | 1.12% | Add +0.3% | 8,342 | $989K |
| Poehling Capital Management, INC. | 0.27% | No change | 8,276 | $982K |
| Vision Capital Management, Inc. | 0.15% | Add +1.6% | 8,272 | $981K |
| MBA Advisors LLC | 0.50% | Reduce -6.4% | 8,260 | $980K |
| Chicago Partners Investment Group LLC | 0.04% | Reduce -13.0% | 7,914 | $977K |
| Ashton Thomas Private Wealth, LLC | 0.05% | Add +0.1% | 8,214 | $974K |
| My Legacy Advisors, LLC | 0.31% | Reduce -7.9% | 8,205 | $973K |
| Marcum Wealth, LLC | 0.10% | Reduce -15.2% | 8,202 | $973K |
| Magnus Financial Group LLC | 0.11% | Reduce -5.5% | 8,177 | $970K |
| Harmony Asset Management LLC | 0.40% | Add +4.6% | 8,082 | $958K |
| Greenwich Wealth Management LLC | 0.07% | Add +1.3% | 8,029 | $952K |
| Anson Capital, Inc. | 0.94% | Add +0.2% | 7,997 | $948K |
| Larson Financial Group LLC | 0.06% | Add +5.6% | 7,973 | $946K |
| Transform Wealth, LLC | 0.07% | Add +0.0% | 7,949 | $943K |
| Beaumont Financial Advisors, LLC | 0.08% | Reduce -1.9% | 7,915 | $939K |
| Morton Capital Management LLC | 0.22% | Add +0.0% | 7,912 | $938K |
| Fortis Group Advisors, LLC | 0.18% | Add +0.2% | 7,807 | $926K |
| Coastwise Capital Group, LLC | 0.89% | Reduce -4.6% | 7,801 | $925K |
| Cedar Wealth Management, LLC | 0.30% | No change | 7,798 | $925K |
| Southland Equity Partners LLC | 0.26% | Reduce -78.4% | 7,696 | $913K |
| Fragasso Financial Advisors Inc | 0.08% | Reduce -3.4% | 7,687 | $912K |
| Curtis Advisory Group, LLC | 0.32% | No change | 7,666 | $909K |
| Gould Asset Management LLC | 0.21% | Reduce -2.6% | 7,660 | $908K |
| Holderness Investments Co. | 0.21% | Add +6.9% | 7,550 | $895K |
| Fort Sheridan Advisors LLC | 0.14% | Add +60.2% | 7,547 | $895K |
| Wimmer Associates 1, LLC | 0.46% | Add +5.5% | 7,531 | $893K |
| Rockbridge Investment Management, LCC | 0.13% | Add +13.6% | 7,525 | $892K |
| Condor Capital Management | 0.09% | No change | 7,498 | $889K |
| LexAurum Advisors, LLC | 0.22% | Reduce -8.1% | 7,487 | $888K |
| Jackson Hole Capital Partners, LLC | 0.19% | No change | 7,445 | $883K |
| Jaffetilchin Investment Partners, LLC | 0.08% | Add +0.2% | 7,433 | $882K |
| Per Stirling Capital Management, LLC. | 0.14% | New | 7,415 | $879K |
| Curi Capital, LLC | 0.02% | Reduce -7.0% | 7,414 | $879K |
| ORBA Wealth Advisors, L.L.C. | 0.45% | No change | 7,390 | $876K |
| Next Capital Management LLC | 0.37% | Reduce -45.2% | 7,374 | $875K |
| Liberty Capital Management, Inc. | 0.21% | No change | 7,359 | $873K |
| Lynx Investment Advisory | 0.65% | — | 7,353 | $872K |
| Key Financial Inc | 0.21% | Reduce -0.3% | 7,324 | $869K |
| Texas Capital Bank Wealth Management Services Inc | 0.09% | No change | 7,310 | $867K |
| Old Mission Investment Co LLC | 0.28% | Reduce -2.1% | 7,306 | $866K |
| Brown Brothers Harriman & Co. | 0.01% | Add +61.0% | 7,300 | $866K |
| Estate Counselors, LLC | 0.09% | Add +168.3% | 7,270 | $862K |
| Aspen Grove Capital, LLC | 0.20% | No change | 7,250 | $860K |
| Miramar Capital, LLC | 0.21% | Reduce -10.4% | 7,247 | $859K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.14% | Add +3.3% | 7,241 | $859K |
| Mayflower Financial Advisors, LLC | 0.14% | Add +7.0% | 7,176 | $851K |
| Stratos Investment Management, LLC | 0.07% | Add +2.8% | 7,146 | $848K |
| Courage Miller Partners, LLC | 0.30% | No change | 7,138 | $847K |
| TruWealth Advisors, LLC | 0.06% | Reduce -5.3% | 7,131 | $846K |
| TFB Advisors LLC | 0.28% | Add +12.3% | 7,126 | $845K |
| Tobias Financial Advisors, Inc. | 0.18% | No change | 7,122 | $845K |
| Glenview Trust Co | 0.02% | Reduce -13.2% | 7,118 | $844K |
| Willis Johnson & Associates, Inc. | 0.07% | Add +0.0% | 7,073 | $839K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.49% | Add +14.3% | 7,065 | $838K |
| Ackerman Capital Advisors, LLC | 0.22% | No change | 7,039 | $835K |
| Wedbush Securities Inc. | 0.03% | Reduce -30.1% | 7,021 | $833K |
| West Branch Capital LLC | 0.31% | Reduce -11.1% | 7,019 | $832K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.32% | Add +0.1% | 6,666 | $823K |
| Winthrop Advisory Group LLC | 0.11% | Add +0.1% | 6,895 | $818K |
| Greenhouse Wealth Management, LLC | 0.60% | Add +0.9% | 6,895 | $818K |
| Allie Family Office LLC | 0.49% | No change | 6,863 | $814K |
| Continuum Advisory, LLC | 0.12% | Add +0.1% | 6,793 | $806K |
| Corus Family Wealth Advisors | 0.68% | No change | 6,632 | $802K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -0.3% | 6,753 | $801K |
| Paces Ferry Wealth Advisors, LLC | 0.48% | Reduce -1.5% | 6,749 | $800K |
| Barry Investment Advisors, LLC | 0.27% | Add +3.3% | 6,737 | $799K |
| Boston Mountain Money Management Inc. | 0.53% | No change | 6,733 | $799K |
| Constant Guidance Financial LLC | 0.83% | Reduce -40.4% | 6,721 | $797K |
| Steigerwald, Gordon & Koch Inc. | 0.10% | Reduce -11.0% | 6,707 | $796K |
| Covestor Ltd | 0.51% | Add +5.2% | 6,678 | $792K |
| Family Asset Management, LLC | 0.51% | Add +17.6% | 6,651 | $789K |
| Apollon Financial, LLC | 0.25% | Add +0.2% | 6,621 | $785K |
| Criterion Capital Advisors, LLC | 0.49% | Add +1394.0% | 6,529 | $774K |
| New Republic Capital, LLC | 0.39% | No change | 6,528 | $774K |
| Tompkins Financial Corp. | 0.08% | No change | 6,505 | $771K |
| Chatham Capital Group, Inc. | 0.13% | Reduce -2.5% | 6,485 | $769K |
| First National Bank Sioux Falls | 0.40% | No change | 6,484 | $769K |
| Copperwynd Financial, LLC | 0.25% | Add +8.6% | 6,102 | $759K |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -14.6% | 6,387 | $756K |
| Leo Wealth, LLC | 0.08% | No change | 6,356 | $754K |
| Gray Wealth Management Inc. | 0.32% | Add +0.1% | 6,325 | $750K |
| FourThought Financial Partners, LLC | 0.10% | Reduce -0.4% | 6,316 | $749K |
| Marco Investment Management LLC | 0.07% | Reduce -0.3% | 6,300 | $747K |
| Verum Partners LLC | 0.24% | Reduce -2.9% | 6,283 | $745K |
| Steph & Co. | 0.25% | No change | 6,239 | $740K |
| TFG Advisers LLC | 0.29% | Reduce -2.5% | 6,214 | $737K |
| Patriot Financial Group Insurance Agency, LLC | 0.11% | Add +0.5% | 6,212 | $737K |
| Mogy Joel R Investment Counsel Inc. | 0.05% | Reduce -13.4% | 6,190 | $734K |
| Tyler-Stone Wealth Management | 0.30% | Reduce -0.7% | 6,154 | $730K |
| Bfsg, LLC | 0.09% | Reduce -8.2% | 6,128 | $727K |
| First National Bank of Mount Dora, Trust Investment Services | 0.17% | No change | 6,107 | $724K |
| FOCUS Wealth Advisors, LLC | 0.37% | Add +0.0% | 6,107 | $724K |
| Vista Investment Management | 0.29% | Reduce -7.3% | 6,090 | $722K |
| SOL Capital Management CO | 0.09% | Add +2.2% | 6,035 | $716K |
| Sage Capital Advisors,llc | 0.21% | Add +0.3% | 6,034 | $716K |
| Sterling Wealth Management, Inc. | 0.34% | Reduce -1.4% | 6,027 | $715K |
| CW Advisors, LLC | 0.01% | Add +1.5% | 5,987 | $710K |
| Compound Planning, Inc. | 0.05% | Add +12.3% | 5,959 | $707K |
| Richwood Investment Advisors, LLC | 0.62% | Reduce -14.3% | 5,948 | $705K |
| Angeles Wealth Management, LLC | 0.07% | Add +0.6% | 5,938 | $704K |
| Welch Group, LLC | 0.03% | No change | 5,928 | $703K |
| Apella Capital, LLC | 0.03% | Add +0.1% | 5,876 | $698K |
| Neuberger Berman Group LLC | 0.00% | Reduce -19.7% | 5,868 | $696K |
| HHM Wealth Advisors, LLC | 0.10% | Reduce -6.9% | 5,836 | $692K |
| Birch Hill Investment Advisors LLC | 0.03% | No change | 5,818 | $690K |
| Caldwell Trust Co | 0.08% | Reduce -0.6% | 5,796 | $687K |
| First Foundation Advisors | 0.03% | Reduce -0.3% | 5,795 | $687K |
| 49 Wealth Management, LLC | 0.13% | Reduce -4.7% | 5,777 | $684K |
| Lee Danner & Bass Inc. | 0.05% | — | 5,758 | $683K |
| Christensen, King & Associates Investment Services, Inc. | 0.34% | Add +13.5% | 5,759 | $683K |
| First Citizens Asset Management, Inc. | 0.25% | Reduce -2.5% | 5,746 | $681K |
| Pittenger & Anderson Inc. | 0.03% | No change | 5,729 | $679K |
| Clarity Capital Partners LLC | 0.41% | Add +0.7% | 5,703 | $676K |
| HRT Financial LP | 0.00% | Reduce -47.6% | 5,678 | $673K |
| Qube Research & Technologies Ltd | 0.00% | Add +86.3% | 5,644 | $669K |
| Empower Advisory Group, LLC | 0.00% | Add +8.5% | 5,617 | $666K |
| Taylor & Morgan Wealth Management, LLC | 0.47% | Add +2.5% | 5,616 | $666K |
| McAlister, Sweet & Associates, Inc. | 0.48% | Reduce -1.3% | 5,607 | $665K |
| Gradient Capital Advisors, LLC | 0.24% | Reduce -0.1% | 5,598 | $664K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -27.9% | 5,592 | $663K |
| Commonwealth Retirement Investments LLC | 0.30% | Reduce -10.0% | 5,588 | $663K |
| LifePro Asset Management | 0.47% | Add +15.0% | 5,585 | $662K |
| Register Financial Advisors LLC | 0.33% | Add +7.7% | 5,575 | $661K |
| Mathes Company, Inc. | 0.24% | No change | 5,566 | $660K |
| Wetzel Investment Advisors, Inc. | 0.38% | Reduce -0.1% | 5,455 | $659K |
| Jackson, Grant Investment Advisers, Inc. | 0.27% | Add +17.7% | 5,549 | $658K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -90.1% | 5,538 | $657K |
| Horizon Investment Services, LLC | 0.31% | Reduce -5.1% | 5,532 | $656K |
| Cornerstone Wealth Group, LLC | 0.06% | Reduce -4.7% | 5,513 | $654K |
| Johnson Bixby & Associates, LLC | 0.11% | Reduce -2.8% | 5,488 | $651K |
| Capital Planning Advisors, LLC | 0.11% | No change | 5,437 | $645K |
| Pension & Wealth Management Advisors, Inc. | 0.37% | Add +11.8% | 5,385 | $639K |
| SignalPoint Asset Management, LLC | 0.17% | Add +1.0% | 5,377 | $638K |
| Nilsine Partners, LLC | 0.08% | No change | 5,319 | $631K |
| Summit Trail Advisors, LLC | 0.02% | No change | 5,294 | $628K |
| Summit Wealth Group, LLC | 0.19% | New | 5,278 | $626K |
| Brio Consultants, LLC | 0.10% | Add +5.5% | 5,275 | $626K |
| Geneva Partners, LLC | 0.26% | Reduce -0.8% | 5,242 | $622K |
| Alamar Capital Management, LLC | 0.38% | — | 5,235 | $621K |
| Invictus Private Wealth, LLC | 0.05% | Reduce -3.8% | 5,232 | $621K |
| Prosperity Consulting Group, LLC | 0.08% | Reduce -25.9% | 5,221 | $619K |
| Mitchell Sinkler & Starr | 0.16% | Add +42.9% | 5,000 | $617K |
| Cannon Financial Strategists, Inc. | 0.12% | Add +0.0% | 5,148 | $611K |
| Cahaba Wealth Management, Inc. | 0.05% | Add +0.7% | 5,143 | $610K |
| Fingerlakes Wealth Management, Inc. | 0.55% | Add +0.2% | 5,142 | $610K |
| Midland Wealth Advisors, LLC | 0.04% | No change | 5,121 | $607K |
| Keystone Wealth Services, LLC | 0.19% | Reduce -3.4% | 5,092 | $604K |
| Edge Financial Advisors LLC | 0.63% | Reduce -0.7% | 5,090 | $604K |
| Wescott Financial Advisory Group, LLC | 0.07% | Add +0.1% | 5,090 | $604K |
| Freestone Capital Holdings, LLC | 0.02% | Add +3.9% | 5,087 | $603K |
| SVB Wealth LLC | 0.01% | Reduce -45.1% | 5,080 | $602K |
| Allegheny Financial Group | 0.17% | Reduce -17.7% | 5,031 | $597K |
| Advance Capital Management, Inc. | 0.03% | Reduce -1.4% | 5,027 | $596K |
| LongView Wealth Management | 0.22% | Add +10.6% | 5,025 | $596K |
| Mason Investment Advisory Services, Inc. | 0.04% | Reduce -2.8% | 5,022 | $596K |
| WNY Asset Management, LLC | 0.08% | Reduce -33.3% | 5,020 | $595K |
| MeadowBrook Investment Advisors LLC | 0.57% | Add +7491.6% | 14,424 | $595K |
| Asset Dedication, LLC | 0.04% | Reduce -2.3% | 4,983 | $591K |
| Covenant Asset Management, LLC | 0.13% | Reduce -0.9% | 4,978 | $590K |
| Bay Rivers Group | 0.31% | No change | 4,971 | $590K |
| Ade, LLC | 0.40% | Reduce -9.1% | 4,962 | $589K |
| Kathleen S. Wright Associates Inc. | 0.27% | Add +3.2% | 4,957 | $588K |
| Van Hulzen Asset Management, LLC | 0.04% | Reduce -0.4% | 4,949 | $587K |
| AQR Capital Management | 0.00% | Add +7.5% | 4,935 | $585K |
| MV Capital Management, Inc. | 0.07% | No change | 4,912 | $583K |
| Moloney Securities Asset Management, LLC | 0.08% | Add +22.1% | 4,912 | $583K |
| Arbor Wealth Advisors LLC | 0.57% | No change | 4,909 | $582K |
| Detalus Advisors, LLC | 0.20% | Add +4.5% | 4,883 | $579K |
| Strait & Sound Wealth Management LLC | 0.29% | Reduce -30.0% | 4,856 | $576K |
| Meridian Management Co. | 0.16% | No change | 4,855 | $576K |
| Cibc World Market Inc. | 0.00% | Add +4.1% | 4,840 | $574K |
| Boston Family Office LLC | 0.04% | No change | 4,830 | $573K |
| Mayfair Advisory Group, LLC | 0.39% | Add +5.0% | 4,705 | $572K |
| Hubbell Strickland Wealth Management, LLC | 0.29% | Add +0.3% | 4,819 | $572K |
| Great Lakes Retirement, Inc. | 0.08% | No change | 4,817 | $571K |
| Visionary Wealth Advisors | 0.04% | Add +0.4% | 4,816 | $571K |
| CM Wealth Advisors LLC | 0.27% | Reduce -12.3% | 4,805 | $570K |
| PDS Planning, Inc | 0.06% | Add +0.3% | 4,794 | $569K |
| Hirtle & Co., LLC | 0.03% | Add +1.8% | 4,763 | $565K |
| Community Trust & Investment Co. | 0.04% | Add +2.9% | 4,753 | $564K |
| Premier Path Wealth Partners, LLC | 0.10% | Add +5.0% | 4,751 | $563K |
| Summa Corp. | 0.27% | No change | 4,700 | $557K |
| Brightwater Advisory LLC | 0.43% | Reduce -41.3% | 4,681 | $555K |
| Altfest L J & Co. Inc. | 0.08% | Reduce -4.3% | 4,666 | $553K |
| Cassady Schiller Wealth Management, LLC | 0.22% | No change | 4,640 | $550K |
| Presilium Private Wealth, LLC | 0.14% | Add +12.2% | 4,639 | $550K |
| Advisory Alpha, LLC | 0.02% | Reduce -2.4% | 4,617 | $548K |
| Moneco Advisors, LLC | 0.08% | Add +10.0% | 4,606 | $546K |
| McAdam, LLC | 0.03% | Reduce -0.3% | 4,574 | $543K |
| American State Bank (Iowa) | 0.35% | No change | 4,570 | $542K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 4,570 | $542K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Add +67.3% | 4,555 | $540K |
| Dentgroup LLC | 0.43% | Reduce -20.0% | 4,531 | $537K |
| Insight Advisors, LLC/ PA | 0.10% | Add +4.4% | 4,515 | $535K |
| Valley Forge Investment Consultants Inc. Adv | 0.20% | Add +106.8% | 4,512 | $535K |
| Balboa Wealth Partners | 0.14% | Reduce -13.6% | 4,509 | $535K |
| Nicolet Advisory Services, LLC | 0.05% | Add +5.6% | 4,454 | $534K |
| Capital Advisors, Ltd. LLC | 0.07% | No change | 4,504 | $534K |
| Whalerock Point Partners, LLC | 0.14% | No change | 4,499 | $534K |
| Libra Wealth LLC | 0.23% | No change | 4,496 | $533K |
| Argent Trust Co | 0.02% | No change | 4,489 | $532K |
| Paladin Advisory Group, LLC | 0.41% | Reduce -0.4% | 4,493 | $532K |
| Quantinno Capital Management LP | 0.01% | Reduce -1.8% | 4,481 | $531K |
| FWG Investments, LLC. | 0.53% | Add +11.6% | 4,459 | $529K |
| Hengehold Capital Management LLC | 0.06% | Reduce -0.4% | 4,458 | $529K |
| Revisor Wealth Management LLC | 0.37% | Add +57.9% | 4,433 | $526K |
| KG Capital Management | 0.18% | Reduce -2.7% | 4,429 | $525K |
| SOA Wealth Advisors, LLC. | 0.11% | Reduce -1.4% | 4,428 | $525K |
| SigFig Wealth Management, LLC | 0.02% | Add +12.9% | 4,415 | $524K |
| Peddock Capital Advisors, LLC | 0.13% | Add +5.8% | 4,402 | $522K |
| Curbstone Financial Management Corp | 0.11% | Add +10.0% | 4,400 | $522K |
| Marshall Financial Group Inc. | 0.17% | Reduce -6.4% | 4,399 | $522K |
| Texas Yale Capital Corp. | 0.02% | Add +2.8% | 4,393 | $521K |
| Provenance Wealth Advisors, LLC | 0.07% | Add +8620.0% | 4,360 | $517K |
| Kraft, Davis & Associates, LLC | 0.16% | Reduce -8.8% | 4,169 | $515K |
| LaFleur & Godfrey LLC | 0.08% | Add +15.3% | 4,323 | $513K |
| Wealth Alliance, LLC | 0.07% | Add +24.9% | 4,304 | $510K |
| ProVise Management Group, LLC | 0.04% | Reduce -18.8% | 4,298 | $510K |
| Hyman Charles D | 0.03% | Add +0.1% | 4,286 | $508K |
| ICA Group Wealth Management, LLC | 0.30% | Reduce -70.9% | 4,279 | $507K |
| Scott & Selber, Inc. | 0.16% | Add +2.5% | 4,276 | $507K |
| Girard Partners LTD. | 0.05% | Reduce -10.5% | 4,272 | $507K |
| Sandbox Financial Partners, LLC | 0.19% | Add +7.6% | 4,233 | $502K |
| Elevate Wealth Advisory, Inc. | 0.41% | Add +22.5% | 4,214 | $500K |
| Matthew Goff Investment Advisor, LLC | 0.10% | No change | 4,199 | $498K |
| Two Sigma Securities, LLC | 0.02% | Add +39.2% | 4,176 | $495K |
| Journey Advisory Group, LLC | 0.06% | Reduce -2.3% | 4,169 | $494K |
| Veery Capital, LLC | 0.20% | No change | 4,162 | $494K |
| World Investment Advisors | 0.03% | New | 4,161 | $493K |
| WoodTrust Financial Corp | 0.08% | New | 4,149 | $492K |
| Concord Wealth Partners | 0.09% | Add +15.5% | 4,138 | $491K |
| Pine Valley Investments Ltd Liability Co | 0.04% | Reduce -8.3% | 4,137 | $491K |
| Cutler Investment Counsel LLC | 0.07% | No change | 4,127 | $489K |
| Tanglewood Legacy Advisors, LLC | 0.23% | No change | 4,100 | $486K |
| Portland Global Advisors LLC | 0.07% | No change | 4,099 | $486K |
| Summit Wealth & Retirement Planning, Inc. | 0.17% | No change | 4,086 | $485K |
| Sax Wealth Advisors, LLC | 0.05% | Add +14.0% | 4,082 | $484K |
| Tennessee Valley Asset Management Partners | 0.09% | New | 4,067 | $482K |
| Simplex Trading, LLC | 0.02% | Reduce -35.9% | 4,067 | $482K |
| Wealth Effects LLC | 0.17% | Add +11.5% | 4,036 | $479K |
| Brown, Lisle/Cummings, Inc. | 0.16% | No change | 4,035 | $479K |
| Fisher Asset Management | 0.00% | Reduce -41.5% | 4,029 | $478K |
| Stablepoint Partners, LLC | 0.09% | Add +6.6% | 3,871 | $477K |
| S.A. Mason LLC | 0.27% | No change | 4,023 | $477K |
| Tower View Wealth Management LLC | 0.27% | Add +3.3% | 4,021 | $477K |
| Fusion Capital, LLC | 0.22% | Add +0.6% | 4,012 | $476K |
| Sightline Wealth Advisors, LLC | 0.30% | Reduce -4.4% | 4,008 | $475K |
| Northeast Investment Management | 0.02% | No change | 4,004 | $475K |
| Mitchell McLeod Pugh & Williams Inc. | 0.11% | Reduce -3.4% | 4,004 | $475K |
| SeaCrest Wealth Management, LLC | 0.05% | Reduce -0.5% | 4,004 | $475K |
| MBB Public Markets I LLC | 0.01% | No change | 4,000 | $474K |
| Strategies Wealth Advisors, LLC | 0.07% | Add +0.9% | 3,999 | $474K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -13.0% | 4,000 | $474K |
| Legacy PCG, LLC | 0.30% | Reduce -3.4% | 3,995 | $474K |
| Evercore Wealth Management, LLC | 0.01% | No change | 3,981 | $472K |
| Shulman DeMeo Asset Management LLC | 0.12% | Reduce -0.3% | 3,965 | $470K |
| TrueWealth Advisors, LLC | 0.17% | Reduce -1.6% | 3,956 | $469K |
| MBE Wealth Management, LLC | 0.28% | Reduce -7.6% | 3,949 | $468K |
| Nicholas Hoffman & Company, LLC. | 0.02% | Add +103.2% | 3,939 | $467K |
| Private Client Services, LLC | 0.29% | Reduce -7.4% | 3,924 | $465K |
| Frisch Financial Group, Inc. | 0.14% | Add +0.1% | 3,918 | $465K |
| Jefferies Financial Group Inc. | 0.01% | No change | 3,920 | $465K |
| Security National Bank | 0.07% | Reduce -5.4% | 3,903 | $463K |
| Ledyard National Bank | 0.04% | Reduce -1.3% | 3,891 | $461K |
| Jacobi Capital Management LLC | 0.04% | Reduce -2.9% | 3,879 | $460K |
| GeoWealth Management, LLC | 0.02% | Reduce -15.6% | 3,864 | $458K |
| Retirement Income Solutions, Inc. | 0.11% | Reduce -15.7% | 3,857 | $457K |
| Intrua Financial, LLC | 0.07% | Reduce -3.3% | 3,848 | $456K |
| Old Second National Bank of Aurora | 0.12% | No change | 3,829 | $454K |
| Heritage Wealth Management, LLC | 0.25% | No change | 3,813 | $452K |
| Heritage Family Offices, LLP | 0.25% | — | 3,813 | $452K |
| LCNB Corp. | 0.17% | No change | 3,811 | $452K |
| Aft, Forsyth & Company, Inc. | 0.22% | Add +0.2% | 3,808 | $452K |
| Schechter Investment Advisors, LLC | 0.03% | No change | 3,773 | $447K |
| River Wealth Advisors LLC | 0.06% | Add +17.9% | 3,767 | $447K |
| Aspire Wealth Management Corp | 0.26% | Add +0.9% | 3,765 | $447K |
| Optivise Advisory Services LLC | 0.24% | — | 3,764 | $446K |
| Integris Wealth Management, LLC | 0.13% | No change | 3,763 | $446K |
| Next Level Private LLC | 0.20% | Add +0.5% | 3,738 | $443K |
| Sebold Capital Management, Inc. | 0.31% | Reduce -12.2% | 3,730 | $442K |
| Balanced Wealth Group LLC | 0.20% | Reduce -6.8% | 3,734 | $442K |
| Moller Wealth Partners | 0.12% | New | 3,725 | $442K |
| SouthState Bank Corp | 0.03% | No change | 3,725 | $442K |
| Meridian Financial Advisors, LLC | 0.32% | Add +3.6% | 3,717 | $441K |
| Madrona Financial Services, LLC | 0.13% | Add +18.7% | 3,703 | $439K |
| Syntegra Private Wealth Group, LLC | 0.06% | Reduce -1.4% | 3,690 | $438K |
| Hurlow Wealth Management Group, Inc. | 0.15% | Add +35.9% | 3,688 | $437K |
| Heritage Wealth Advisors | 0.02% | No change | 3,687 | $437K |
| Van Den Berg Management I, Inc. | 0.13% | Reduce -12.9% | 3,680 | $436K |
| Madison Park Capital Advisors, LLC | 0.36% | Add +0.6% | 3,675 | $436K |
| Triumph Capital Management | 0.17% | Add +0.4% | 3,669 | $435K |
| Willner & Heller, LLC | 0.42% | Add +1.6% | 3,653 | $433K |
| Obsidian Personal Planning Solutions LLC | 0.26% | No change | 3,631 | $431K |
| Wilmington Savings Fund Society, FSB | 0.02% | No change | 3,625 | $430K |
| Aua Capital Management, LLC | 0.26% | Reduce -63.0% | 3,615 | $429K |
| Novak & Powell Financial Services, Inc. | 0.27% | Add +0.5% | 3,599 | $427K |
| Plante Moran Financial Advisors, LLC | 0.04% | Add +10.6% | 3,595 | $426K |
| Blue Fin Capital, Inc. | 0.09% | No change | 3,593 | $426K |
| Castle Wealth Management LLC | 0.20% | Add +0.1% | 3,585 | $425K |
| Fifth Third Securities, Inc. | 0.04% | Reduce -3.5% | 3,577 | $424K |
| Black Diamond Financial, LLC | 0.08% | Add +26.6% | 3,577 | $424K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -25.4% | 3,562 | $422K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -0.6% | 3,558 | $422K |
| Destination Wealth Management | 0.01% | Add +34.0% | 3,551 | $421K |
| Main Management LLC | 0.03% | No change | 3,546 | $421K |
| Pinkerton Wealth, LLC | 0.06% | Add +0.0% | 3,548 | $421K |
| Wesbanco Bank Inc. | 0.02% | Reduce -0.4% | 3,548 | $421K |
| Good Life Advisors, LLC | 0.03% | Add +2.9% | 3,547 | $421K |
| Waypoint Wealth Partners Inc. | 0.12% | No change | 3,547 | $421K |
| Mustard Seed Financial, LLC | 0.40% | Add +0.2% | 3,539 | $420K |
| Northwest Investment Counselors, LLC | 0.10% | Add +4.9% | 3,521 | $418K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -11.8% | 3,505 | $416K |
| Financial Network Wealth Advisors LLC | 0.31% | Add +33.4% | 3,503 | $415K |
| Emergent Wealth Advisors, LLC | 0.33% | Add +9.1% | 3,491 | $414K |
| KOM Wealth Management Group, LLC | 0.39% | Add +0.3% | 3,478 | $413K |
| Montag A & Associates Inc. | 0.02% | No change | 3,455 | $410K |
| Ehrlich Financial Group | 0.32% | Add +89.6% | 3,450 | $409K |
| TCV Trust & Wealth Management, Inc. | 0.04% | No change | 3,435 | $407K |
| Aspen Wealth Management LLC | 0.14% | Reduce -0.3% | 3,426 | $406K |
| Eagle Bay Advisors LLC | 0.24% | No change | 3,407 | $404K |
| YHB Investment Advisors, Inc. | 0.03% | Reduce -30.0% | 3,407 | $404K |
| Legacy Private Trust Co. | 0.03% | Reduce -7.9% | 3,404 | $404K |
| Becker Capital Management Inc. | 0.01% | Add +1.6% | 3,393 | $402K |
| Canandaigua National Bank & Trust Co. | 0.04% | New | 3,383 | $401K |
| PBMares Wealth Management LLC | 0.10% | Add +0.1% | 3,374 | $400K |
| Maltin Wealth Management, Inc. | 0.21% | Add +0.6% | 3,362 | $399K |
| Clayton Financial Group LLC | 0.17% | No change | 3,295 | $399K |
| TNF LLC | 0.15% | Reduce -0.1% | 3,271 | $398K |
| Semus Wealth Partners LLC | 0.31% | Reduce -3.9% | 3,348 | $397K |
| Redmont Wealth Advisors LLC | 0.63% | No change | 3,341 | $396K |
| Aaron Wealth Advisors LLC | 0.06% | No change | 3,341 | $396K |
| Sentinel Pension Advisors, LLC | 0.08% | Add +0.1% | 3,339 | $396K |
| New England Professional Planning Group Inc. | 0.21% | No change | 3,325 | $394K |
| Authentikos Wealth Advisory, LLC | 0.38% | Reduce -1.0% | 3,310 | $393K |
| Roof Eidam Maycock Peralta, LLC | 0.11% | Reduce -8.3% | 3,301 | $391K |
| Private Capital Management, LLC | 0.05% | Reduce -1.8% | 3,295 | $391K |
| Waterloo Capital, L.P. | 0.05% | Reduce -59.8% | 3,288 | $390K |
| Astoria Portfolio Advisors LLC. | 0.14% | Add +0.3% | 3,288 | $390K |
| Bokf, NA | 0.01% | Reduce -38.3% | 3,283 | $389K |
| Weitzel Financial Services, Inc. | 0.19% | Reduce -0.8% | 3,290 | $389K |
| Mitchell & Pahl Private Wealth, LLC | 0.20% | No change | 3,256 | $386K |
| Mid-American Wealth Advisory Group, Inc. | 0.25% | Reduce -16.8% | 3,250 | $385K |
| ERn Financial, LLC | 0.06% | New | 3,244 | $385K |
| First National Bank of Omaha | 0.03% | New | 3,240 | $384K |
| Greenleaf Trust | 0.00% | Add +19.8% | 3,235 | $384K |
| Slagle Financial, LLC | 0.20% | Reduce -11.8% | 3,224 | $382K |
| Vannoy Advisory Group, Inc. | 0.30% | No change | 3,219 | $382K |
| Csenge Advisory Group | 0.02% | Reduce -12.1% | 3,217 | $382K |
| Resurgent Financial Advisors LLC | 0.24% | Reduce -45.7% | 3,217 | $382K |
| L. Roy Papp & Associates, LLP | 0.05% | No change | 3,213 | $381K |
| Alpine Woods Capital Investors, LLC | 0.06% | No change | 3,200 | $380K |
| Legacy Edge Advisors, LLC | 0.07% | Reduce -11.7% | 3,187 | $378K |
| Farmers & Merchants Investments Inc. | 0.01% | Add +12.1% | 3,180 | $377K |
| CFS Investment Advisory Services, LLC | 0.03% | New | 3,167 | $376K |
| United Community Bank | 0.15% | Add +0.4% | 3,161 | $375K |
| Luminvest Wealth Management LLC | 0.18% | New | 3,113 | $374K |
| West Coast Financial LLC | 0.04% | No change | 3,152 | $374K |
| Global Trust Asset Management, LLC | 0.15% | No change | 3,138 | $372K |
| Cyndeo Wealth Partners, LLC | 0.03% | No change | 3,133 | $372K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 3,133 | $372K |
| Ameliora Wealth Management Ltd. | 0.17% | No change | 3,119 | $370K |
| Stephens Consulting, LLC | 0.11% | Reduce -49.0% | 3,117 | $370K |
| Mosaic Financial Group, LLC | 0.26% | Add +12.1% | 3,097 | $367K |
| Waypoint Capital Advisors, LLC | 0.09% | Reduce -0.2% | 3,092 | $367K |
| Ifrah Financial Services, Inc. | 0.10% | Reduce -4.3% | 3,082 | $366K |
| Morris Financial Concepts, Inc. | 0.17% | Reduce -0.3% | 3,075 | $365K |
| M. Kulyk & Associates, LLC | 0.08% | Reduce -8.9% | 3,072 | $364K |
| FWG Holdings, LLC | 0.18% | Reduce -6.1% | 2,964 | $362K |
| TCI Wealth Advisors, Inc. | 0.03% | No change | 3,053 | $362K |
| Norden Group LLC | 0.07% | Add +4.9% | 3,048 | $362K |
| Concord Asset Management, LLC | 0.09% | Add +29.3% | 3,045 | $361K |
| Keebeck Wealth Management | 0.05% | Reduce -0.8% | 3,036 | $360K |
| Ingalls & Snyder LLC | 0.02% | No change | 3,035 | $360K |
| GM Advisory Group, LLC | 0.02% | No change | 3,029 | $359K |
| Barrett & Company, Inc. | 0.16% | No change | 3,018 | $358K |
| Veridan Wealth LLC | 0.14% | — | 2,684 | $358K |
| Bleakley Financial Group, LLC | 0.01% | Add +8.1% | 3,015 | $358K |
| First Trust Direct Indexing L.P. | 0.02% | New | 3,013 | $357K |
| Crestwood Advisors Group, LLC | 0.01% | Add +16.2% | 3,002 | $356K |
| SFG Wealth Management, LLC. | 0.20% | No change | 3,000 | $356K |
| Simmons Bank | 0.03% | No change | 3,000 | $356K |
| Twelve Points Wealth Management LLC | 0.12% | No change | 2,989 | $354K |
| Disciplined Investments, LLC | 0.19% | Add +0.1% | 2,986 | $354K |
| Capital Investment Advisors, LLC | 0.01% | Add +7.6% | 2,960 | $351K |
| Olde Wealth Management, LLC | 0.13% | New | 2,955 | $350K |
| Raffa Wealth Management, LLC | 0.10% | Add +0.1% | 2,943 | $349K |
| Clear Creek Financial Management, LLC | 0.04% | Reduce -1.5% | 2,942 | $349K |
| AlphaCentric Advisors LLC | 0.26% | Reduce -4.9% | 2,936 | $348K |
| Institute for Wealth Management, LLC. | 0.05% | Reduce -6.1% | 2,929 | $347K |
| Opal Wealth Advisors, LLC | 0.11% | Reduce -3.4% | 2,924 | $347K |
| Thomasville National Bank | 0.03% | No change | 2,914 | $346K |
| GTS Securities LLC | 0.01% | Reduce -57.8% | 2,912 | $345K |
| Fiduciary Alliance LLC | 0.06% | Reduce -13.6% | 2,906 | $345K |
| Chemistry Wealth Management LLC | 0.09% | Reduce -5.5% | 2,902 | $344K |
| Clarity Wealth Advisors, LLC | 0.11% | Reduce -13.7% | 2,893 | $343K |
| Saxony Capital Management, LLC | 0.38% | Reduce -0.0% | 2,891 | $343K |
| Zacks Investment Management | 0.00% | Add +10.4% | 2,882 | $342K |
| Arkfeld Wealth Strategies, L.L.C. | 0.17% | Add +20.8% | 2,872 | $341K |
| Wolverine Trading, LLC | 0.01% | New | 2,875 | $341K |
| MilWealth Group LLC | 0.11% | No change | 2,872 | $341K |
| Strategic Financial Concepts, LLC | 0.20% | Add +6282.8% | 365,925 | $338K |
| Clearview Wealth Advisors LLC | 0.29% | Reduce -0.8% | 2,847 | $338K |
| Chapin Davis, Inc. | 0.12% | Add +0.1% | 2,847 | $338K |
| Roberts Glore & Co. Inc. | 0.10% | No change | 2,843 | $337K |
| Agate Pass Investment Management, LLC | 0.18% | Reduce -4.0% | 2,840 | $337K |
| Dravo Bay LLC | 0.19% | No change | 2,832 | $336K |
| NWF Advisory Services Inc. | 0.05% | No change | 2,825 | $335K |
| Sheets Smith Wealth Management | 0.04% | Add +0.0% | 2,810 | $333K |
| Moors & Cabot, Inc. | 0.02% | Reduce -2.8% | 2,807 | $333K |
| Monterey Private Wealth, Inc. | 0.12% | Reduce -7.6% | 2,804 | $333K |
| Townsend Asset Management Corp. /NC/ | 0.13% | Add +0.6% | 2,802 | $332K |
| MY Wealth Management Inc. | 0.38% | Reduce -1.1% | 2,788 | $331K |
| First National Advisers, LLC | 0.06% | Add +8.8% | 2,786 | $330K |
| Channel Wealth LLC | 0.12% | Reduce -12.6% | 2,783 | $330K |
| Twin Focus Capital Partners, LLC | 0.05% | Reduce -6.7% | 2,781 | $330K |
| Cascade Wealth Advisors, Inc | 0.24% | Reduce -42.4% | 2,696 | $329K |
| Mezzasalma Advisors, LLC | 0.14% | Reduce -46.4% | 2,769 | $328K |
| Westmount Partners, LLC | 0.11% | Add +0.7% | 2,768 | $328K |
| RAM Investment Partners, LLC | 0.09% | No change | 2,753 | $327K |
| Quadrant Capital Group LLC | 0.02% | Add +8.4% | 2,738 | $325K |
| BSW Wealth Partners | 0.05% | Reduce -9.6% | 2,736 | $324K |
| Members Trust Co | 0.01% | No change | 2,730 | $324K |
| Kanawha Capital Management LLC | 0.03% | New | 2,713 | $322K |
| Sandy Cove Advisors, LLC | 0.14% | Add +0.1% | 2,709 | $321K |
| Phillips Wealth Planners LLC | 0.34% | Reduce -1.6% | 2,677 | $321K |
| Fortis Capital Advisors, LLC | 0.12% | Reduce -17.3% | 2,700 | $320K |
| Belpointe Asset Management LLC | 0.02% | Reduce -17.3% | 2,700 | $320K |
| Titleist Asset Management, LLC | 0.05% | Add +7.8% | 2,698 | $320K |
| Strategic Advocates LLC | 0.13% | Reduce -75.1% | 2,692 | $319K |
| Blue Trust, Inc. | 0.00% | No change | 2,635 | $319K |
| Summit X, LLC | 0.07% | Add +12.2% | 2,675 | $318K |
| Godsey & Gibb, Inc. | 0.03% | Add +359.4% | 2,674 | $317K |
| Berkshire Asset Management LLC | 0.02% | No change | 2,672 | $317K |
| Global Financial Private Client, LLC | 0.13% | No change | 2,669 | $317K |
| CIBC Asset Management Inc | 0.00% | Add +8.1% | 2,657 | $315K |
| American Money Management, LLC | 0.07% | Add +3.8% | 2,652 | $315K |
| Hara Capital LLC | 0.20% | Reduce -3.7% | 2,611 | $310K |
| RMR Capital Management, LLC | 0.28% | Reduce -1.1% | 2,607 | $309K |
| Steel Grove Capital Advisors, LLC | 0.04% | Reduce -31.4% | 2,603 | $309K |
| Acropolis Investment Management, LLC | 0.02% | No change | 2,601 | $308K |
| First Wilshire Securities Management Inc. | 0.09% | No change | 2,600 | $308K |
| Fortitude Advisory Group L.L.C. | 0.18% | No change | 2,589 | $307K |
| Bluespring Wealth Management, LLC | 0.03% | Add +1.4% | 2,558 | $303K |
| Vista Capital Partners, Inc. | 0.04% | Reduce -8.1% | 2,540 | $301K |
| Bison Wealth, LLC | 0.05% | No change | 2,482 | $300K |
| Quadrant Private Wealth Management, LLC | 0.07% | Add +29.1% | 2,531 | $300K |
| Wealth Architects, LLC | 0.04% | Add +0.0% | 2,528 | $300K |
| Prairie Wealth Advisors, Inc. | 0.15% | No change | 2,521 | $299K |
| GenTrust, LLC | 0.02% | No change | 2,516 | $298K |
| Princeton Global Asset Management LLC | 0.07% | No change | 2,514 | $298K |
| Heritage Wealth Management, Inc. | 0.10% | — | 2,513 | $298K |
| Exchange Bank | 0.25% | Add +20.2% | 2,495 | $296K |
| NBT Bank, N.A. | 0.02% | No change | 2,491 | $295K |
| Fifth Third Wealth Advisors LLC | 0.02% | New | 2,482 | $294K |
| Sonora Investment Management Group, LLC | 0.02% | No change | 2,433 | $294K |
| Merriman Wealth Management, LLC | 0.01% | No change | 2,476 | $294K |
| Sage Capital Management, LLC | 0.15% | Add +0.9% | 2,474 | $293K |
| Cornerstone Planning Group LLC | 0.08% | Add +2.5% | 2,478 | $292K |
| ShoreHaven Wealth Partners, LLC | 0.15% | Reduce -3.9% | 2,444 | $290K |
| J. W. Coons Advisors, LLC | 0.05% | Reduce -6.3% | 2,443 | $290K |
| Appleton Partners Inc. | 0.02% | No change | 2,437 | $289K |
| Hikari Power Ltd | 0.03% | No change | 2,430 | $288K |
| Sage Mountain Advisors LLC | 0.03% | Reduce -50.4% | 2,424 | $287K |
| West Michigan Advisors, LLC | 0.09% | Reduce -7.0% | 2,422 | $287K |
| Acas, LLC | 0.25% | Reduce -2.1% | 2,301 | $286K |
| Caitlin John, LLC | 0.21% | Add +3.3% | 2,406 | $285K |
| Hollencrest Capital Management | 0.01% | No change | 2,400 | $285K |
| Equita Financial Network, Inc. | 0.12% | No change | 2,391 | $284K |
| Market Street Wealth Management Advisors LLC | 0.05% | No change | 2,384 | $283K |
| Aviance Capital Partners, LLC | 0.04% | No change | 2,377 | $282K |
| 1776 Wealth LLC | 0.13% | No change | 2,373 | $281K |
| GHP Investment Advisors, Inc. | 0.01% | Add +0.1% | 2,363 | $280K |
| Apriem Advisors | 0.03% | Add +0.1% | 2,360 | $280K |
| Napatree Capital LLC | 0.23% | Reduce -48.4% | 2,349 | $279K |
| Beacon Capital Management, LLC | 0.05% | Add +15.0% | 2,348 | $278K |
| Sheaff Brock Investment Advisors, LLC | 0.03% | Reduce -39.2% | 2,344 | $278K |
| Strategic Wealth Investment Group, LLC | 0.04% | — | 2,349 | $278K |
| Patten & Patten Inc. | 0.02% | Add +23.8% | 2,342 | $278K |
| Compton Wealth Advisory Group, LLC | 0.07% | Add +1.5% | 2,337 | $277K |
| Foster Victor Wealth Advisors, LLC | 0.02% | New | 2,235 | $277K |
| Firestone Capital Management | 0.08% | Add +0.7% | 2,320 | $275K |
| Fluent Financial, LLC | 0.14% | Add +0.2% | 2,315 | $275K |
| Redwood Investment Management, LLC | 0.02% | Reduce -0.2% | 2,314 | $274K |
| First American Bank | 0.02% | No change | 2,302 | $273K |
| GPS Wealth Strategies Group, LLC | 0.04% | Add +1301.2% | 2,298 | $273K |
| Maripau Wealth Management LLC | 0.19% | Reduce -35.1% | 2,293 | $272K |
| Ghe, LLC | 0.11% | No change | 2,285 | $271K |
| FSB Premier Wealth Management, Inc. | 0.12% | Add +3.8% | 2,282 | $271K |
| Waterfront Wealth Inc. | 0.07% | Reduce -4.8% | 2,272 | $269K |
| Silver Coast Investments LLC | 0.11% | Add +35.7% | 2,271 | $269K |
| Strategic Financial Partners, Ltd. | 0.15% | No change | 2,270 | $269K |
| MMBG Investment Advisors Co. | 0.03% | Reduce -67.1% | 2,260 | $268K |
| Ground Swell Capital, LLC | 0.26% | New | 2,244 | $266K |
| Chemung Canal Trust Co. | 0.05% | No change | 2,244 | $266K |
| Advus Financial Partners, LLC | 0.08% | Add +0.8% | 2,240 | $266K |
| Prosperity Planning, Inc. | 0.09% | Add +7.0% | 2,231 | $265K |
| Financial Futures Ltd Liability Co. | 0.16% | Reduce -2.2% | 2,224 | $264K |
| FSA Advisors, Inc. | 0.27% | Reduce -5.1% | 2,202 | $264K |
| High Falls Advisors, Inc | 0.06% | Reduce -4.1% | 2,214 | $263K |
| Davis R M Inc. | 0.01% | No change | 2,210 | $262K |
| ETF Store, Inc. | 0.27% | Reduce -43.0% | 2,209 | $262K |
| Facet Wealth, Inc. | 0.01% | Reduce -20.9% | 2,117 | $261K |
| Team Financial Group, LLC | 0.17% | Add +1.4% | 2,203 | $261K |
| San Luis Wealth Advisors LLC | 0.06% | New | 2,194 | $260K |
| Paragon Private Wealth Management, LLC | 0.15% | Add +25.7% | 2,184 | $259K |
| Valicenti Advisory Services Inc. | 0.07% | Reduce -41.2% | 2,180 | $259K |
| Aveo Capital Partners, LLC | 0.03% | Reduce -71.6% | 2,177 | $258K |
| Aurora Private Wealth, Inc. | 0.23% | Reduce -4.2% | 2,173 | $258K |
| United Advisor Group, LLC | 0.08% | New | 2,175 | $258K |
| WMG Financial Advisors, LLC | 0.14% | No change | 2,174 | $258K |
| Hazlett, Burt & Watson, Inc. | 0.13% | No change | 2,156 | $257K |
| Armbruster Capital Management, Inc. | 0.05% | No change | 2,165 | $257K |
| MinichMacGregor Wealth Management, LLC | 0.06% | No change | 2,164 | $257K |
| SpiderRock Advisors, LLC | 0.01% | Add +24.4% | 2,164 | $257K |
| Gray Private Wealth, LLC | 0.16% | Add +0.5% | 2,163 | $256K |
| Better Money Decisions, LLC | 0.19% | Add +0.8% | 2,158 | $256K |
| Revolve Wealth Partners, LLC | 0.04% | Reduce -4.3% | 2,152 | $255K |
| Hoylecohen, LLC | 0.02% | Reduce -2.5% | 2,149 | $255K |
| Accredited Investors Inc. | 0.02% | No change | 2,147 | $255K |
| Mystic Asset Management, Inc. | 0.10% | Add +3.4% | 2,146 | $255K |
| M Holdings Securities, Inc. | 0.03% | New | 2,143 | $254K |
| Portside Wealth Group, LLC | 0.05% | Reduce -3.6% | 2,140 | $254K |
| Leading Edge Financial Planning LLC | 0.10% | Add +7.8% | 2,132 | $253K |
| Cape Investment Advisory, Inc. | 0.11% | Add +457.6% | 2,119 | $251K |
| Private Capital Management LLC | 0.05% | Reduce -10.7% | 2,114 | $251K |
| Blodgett Wealth Advisors, LLC | 0.21% | No change | 2,107 | $250K |
| Efficient Advisors, LLC | 0.02% | Reduce -4.0% | 2,101 | $249K |
| Von Berge Wealth Management Group, LLC | 0.16% | Reduce -11.2% | 2,104 | $249K |
| Pitcairn Co. | 0.02% | Reduce -2.9% | 2,098 | $249K |
| Laraway Financial Advisors Inc | 0.21% | Add +10.5% | 2,088 | $248K |
| Greenline Partners, LLC | 0.04% | Add +14.1% | 2,086 | $247K |
| LGT Financial Advisors LLC | 0.52% | Reduce -2.1% | 2,077 | $246K |
| PFC Capital Group, Inc. | 0.12% | No change | 2,077 | $246K |
| Aspen Investment Management Inc | 0.12% | No change | 2,075 | $246K |
| HF Advisory Group, LLC | 0.13% | Reduce -26.0% | 2,071 | $246K |
| Capital Market Strategies LLC | 0.16% | Add +5.6% | 2,063 | $245K |
| Robinson Smith Wealth Advisors LLC | 0.21% | New | 2,057 | $244K |
| KFA Private Wealth Group, LLC | 0.13% | Add +3.8% | 2,040 | $242K |
| Naples Global Advisors, LLC | 0.02% | Add +0.1% | 2,039 | $242K |
| American Investment Services, Inc. | 0.04% | Reduce -15.9% | 2,034 | $241K |
| Arden Trust Co | 0.03% | No change | 2,025 | $240K |
| Inscription Capital, LLC | 0.04% | Add +0.8% | 2,020 | $240K |
| Bank Ozk | 0.10% | No change | 2,010 | $238K |
| Cooper Financial Group | 0.04% | Add +6.1% | 2,006 | $238K |
| Galvin, Gaustad & Stein, LLC | 0.02% | No change | 2,000 | $237K |
| Trek Financial, LLC | 0.02% | No change | 2,000 | $237K |
| HRC Wealth Management, LLC | 0.16% | Add +6.9% | 1,998 | $237K |
| Relative Value Partners Group, LLC | 0.03% | New | 1,996 | $237K |
| Lake Street Private Wealth, LLC | 0.03% | Add +0.3% | 1,996 | $237K |
| Grandfield & Dodd, LLC | 0.01% | No change | 1,994 | $236K |
| Allianz SE | 0.01% | No change | 1,990 | $236K |
| Diversify Wealth Management, LLC | 0.03% | — | 2,000 | $236K |
| Park Edge Advisors, LLC | 0.07% | No change | 1,987 | $236K |
| Edgestream Partners, L.P. | 0.01% | New | 1,985 | $235K |
| Financial Life Advisors | 0.10% | Reduce -36.9% | 1,982 | $235K |
| Smith Anglin Financial, LLC | 0.02% | Reduce -0.8% | 1,976 | $234K |
| TFC Financial Management, Inc. | 0.04% | No change | 1,968 | $233K |
| Legacy Financial Group LLC | 0.05% | Add +0.1% | 1,961 | $233K |
| Capital Asset Advisory Services LLC | 0.01% | New | 1,953 | $232K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.07% | New | 1,954 | $232K |
| Axxcess Wealth Management, LLC | 0.01% | New | 1,953 | $232K |
| Tucker Asset Management LLC | 0.05% | Reduce -27.7% | 1,953 | $232K |
| Garden State Investment Advisory Services LLC | 0.08% | New | 1,945 | $231K |
| GDS Wealth Management | 0.03% | No change | 1,940 | $230K |
| Avalon Capital Management | 0.07% | Add +0.8% | 1,935 | $230K |
| Silver Oak Securities, Incorporated | 0.03% | Add +0.3% | 1,918 | $228K |
| ZynergyRetirementPlanningLLC | 0.17% | — | 1,916 | $227K |
| Security Financial Services, INC. | 0.05% | Reduce -15.6% | 1,915 | $227K |
| Towercrest Capital Management | 0.04% | New | 1,915 | $227K |
| Clearwater Capital Advisors, LLC | 0.02% | Add +15.4% | 1,914 | $227K |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 0.09% | No change | 1,910 | $227K |
| Financial Freedom, LLC | 0.13% | Reduce -31.0% | 1,908 | $226K |
| Smith & Howard Wealth Management, LLC | 0.07% | No change | 1,908 | $226K |
| Faithward Advisors, LLC | 0.04% | New | 1,906 | $226K |
| Evolution Advisers, Inc. | 0.13% | No change | 1,910 | $226K |
| Householder Group Estate & Retirement Specialist, LLC | 0.06% | Add +22.0% | 1,913 | $226K |
| Wynn Capital, LLC | 0.17% | No change | 1,892 | $224K |
| MRA Advisory Group | 0.13% | Reduce -2.1% | 1,880 | $223K |
| Capital Advisory Group Advisory Services, LLC | 0.10% | No change | 1,878 | $223K |
| Vertex Planning Partners, LLC | 0.06% | Reduce -8.5% | 1,877 | $223K |
| Cannell & Spears LLC | 0.00% | No change | 1,875 | $222K |
| Newton One Investments LLC | 0.10% | Reduce -10.8% | 1,867 | $221K |
| Stonegate Investment Group, LLC | 0.01% | New | 1,865 | $221K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -3.1% | 1,863 | $221K |
| Second Line Capital, LLC | 0.07% | Reduce -1.4% | 1,860 | $221K |
| Tectonic Advisors LLC | 0.02% | Add +0.3% | 1,840 | $218K |
| Highland Capital Management, LLC | 0.01% | No change | 1,838 | $218K |
| Jeppson Wealth Management, LLC | 0.08% | No change | 1,838 | $218K |
| Home Federal Bank of Tennessee | 0.07% | No change | 1,838 | $218K |
| Rodgers & Associates, LTD | 0.03% | No change | 1,838 | $218K |
| Planning Center, Inc. | 0.03% | No change | 1,820 | $216K |
| CNB Bank | 0.10% | Reduce -3.8% | 1,813 | $215K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -4.6% | 1,806 | $214K |
| Dunhill Financial, LLC | 0.13% | Add +5.9% | 1,803 | $214K |
| Banque Cantonale Vaudoise | 0.01% | Reduce -2.0% | 1,793 | $213K |
| B.O.S.S. Retirement Advisors, LLC | 0.05% | New | 1,789 | $212K |
| Florida Financial Advisors, LLC | 0.13% | New | 1,776 | $211K |
| Center for Financial Planning, Inc. | 0.03% | Reduce -3.3% | 1,771 | $210K |
| Nadler Financial Group, Inc. | 0.02% | Add +4.7% | 1,771 | $210K |
| USAdvisors Wealth Management, LLC | 0.07% | New | 1,773 | $210K |
| Essex Private Wealth Management, LLC | 0.53% | Add +6.8% | 1,770 | $210K |
| American Institute for Advanced Investment Management, LLP | 0.16% | No change | 1,770 | $210K |
| Swmg, LLC | 0.09% | Reduce -0.9% | 1,770 | $210K |
| Founders Capital Management | 0.14% | Add +0.3% | 1,769 | $210K |
| Hyperion Partners, LLC | 0.15% | Add +0.7% | 1,764 | $209K |
| Gallagher Fiduciary Advisors, LLC | 0.05% | Reduce -28.1% | 1,763 | $209K |
| Philadelphia Trust Co. | 0.02% | No change | 1,765 | $209K |
| Latitude Advisors, LLC | 0.13% | Add +0.1% | 1,754 | $208K |
| Acorn Wealth Advisors, LLC | 0.10% | Reduce -1.0% | 1,754 | $208K |
| Elevated Capital Advisors, LLC | 0.06% | No change | 1,753 | $208K |
| Sugarloaf Wealth Management, LLC | 0.04% | Add +2.0% | 1,751 | $208K |
| Monument Group Wealth Advisors, LLC | 0.14% | No change | 1,750 | $208K |
| Icon Wealth Advisors, LLC | 0.02% | Reduce -14.7% | 1,669 | $207K |
| Bellevue Asset Management, LLC | 0.11% | Add +0.2% | 1,744 | $207K |
| Midwest Financial Group LLC | 0.13% | Add +0.4% | 1,736 | $206K |
| Princeton Capital Management LLC | 0.07% | New | 1,730 | $205K |
| Mullaney, Keating & Wright, Inc. | 0.16% | — | 1,729 | $205K |
| Claro Advisors Inc. | 0.03% | Reduce -76.6% | 1,721 | $204K |
| Fairfield Financial Advisors, LTD | 0.06% | — | 1,718 | $204K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -52.0% | 1,712 | $203K |
| Rappaport Reiches Capital Management, LLC | 0.06% | New | 1,704 | $202K |
| Planning Directions Inc. | 0.14% | Add +0.9% | 1,704 | $202K |
| Grove Bank & Trust | 0.03% | Add +4.2% | 1,703 | $202K |
| Financial Synergies Wealth Advisors, Inc. | 0.03% | No change | 1,700 | $202K |
| Adero Partners, LLC | 0.01% | New | 1,700 | $202K |
| Nemes Rush Group LLC | 0.03% | Add +1036.9% | 1,694 | $201K |
| MA Private Wealth | 0.04% | No change | 1,687 | $200K |
| Custom Portfolio Group LLC | 0.15% | No change | 3,499 | $196K |
| Winch Advisory Services, LLC | 0.05% | Add +4.8% | 1,588 | $188K |
| Robinswood Financial LLC | 0.08% | Add +15.3% | 1,584 | $188K |
| Element Wealth, LLC | 0.10% | Add +11.0% | 1,564 | $186K |
| LFA - Lugano Financial Advisors SA | 0.14% | No change | 1,555 | $184K |
| Richardson Financial Services Inc. | 0.13% | Reduce -12.1% | 1,537 | $182K |
| Private Ocean, LLC | 0.02% | Add +0.9% | 1,517 | $180K |
| Hanson & Doremus Investment Management | 0.03% | Reduce -5.3% | 1,504 | $178K |
| Caldwell Sutter Capital, Inc. | 0.09% | Add +0.7% | 1,480 | $176K |
| ORG Partners LLC | 0.02% | New | 1,436 | $170K |
| Pinnacle Bancorp, Inc. | 0.05% | Reduce -7.3% | 1,426 | $169K |
| Frazier Financial Advisors, LLC | 0.13% | Add +0.9% | 1,415 | $168K |
| City Holding Co. | 0.02% | No change | 1,400 | $166K |
| Tacita Capital Inc | 0.12% | Reduce -17.8% | 1,390 | $165K |
| Perkins Coie Trust Co | 0.04% | No change | 1,330 | $158K |
| Bray Capital Advisors | 0.04% | Add +0.5% | 1,313 | $156K |
| Indiana Trust & Investment Management Co | 0.05% | Add +11.2% | 1,095 | $130K |
| ESL Trust Services, LLC | 0.03% | No change | 1,055 | $125K |
| Gradient Investments LLC | 0.00% | Add +19.2% | 1,051 | $125K |
| Emfo, LLC | 0.11% | No change | 1,026 | $122K |
| Sandy Spring Bank | 0.01% | Reduce -33.0% | 1,016 | $120K |
| Stelac Advisory Services LLC | 0.05% | No change | 979 | $116K |
| Tsfg, LLC | 0.03% | Add +0.1% | 970 | $115K |
| Gilliland Jeter Wealth Management LLC | 0.04% | Add +0.8% | 953 | $113K |
| Kimelman & Baird, LLC | 0.01% | — | 939 | $111K |
| West Financial Advisors, LLC | 0.02% | No change | 934 | $111K |
| DHJJ Financial Advisors, Ltd. | 0.05% | No change | 914 | $108K |
| Crewe Advisors LLC | 0.01% | Reduce -0.7% | 896 | $106K |
| Gleason Group, Inc. | 0.02% | Add +0.8% | 866 | $103K |
| McIlrath & Eck, LLC | 0.01% | Reduce -21.3% | 849 | $101K |
| Tidemark, LLC | 0.05% | Reduce -53.3% | 831 | $99K |
| Russell Investments Group, Ltd. | 0.00% | Add +67.5% | 819 | $97K |
| Macroview Investment Management LLC | 0.10% | Reduce -55.8% | 800 | $95K |
| Centennial Bank | 0.05% | No change | 800 | $95K |
| Johnson Financial Group, Inc. | 0.00% | No change | 784 | $93K |
| Beaird Harris Wealth Management, LLC | 0.01% | New | 776 | $92K |
| WFA of San Diego, LLC | 0.08% | — | 775 | $92K |
| Venturi Wealth Management, LLC | 0.01% | Reduce -50.0% | 761 | $90K |
| Colonial Trust Co / SC | 0.02% | Add +5.1% | 759 | $90K |
| Hantz Financial Services, Inc. | 0.00% | New | 751 | $89K |
| Pathway Financial Advisers, LLC | 0.03% | Add +1.1% | 745 | $88K |
| Vermillion & White Wealth Management Group, LLC | 0.06% | No change | 700 | $83K |
| Twin Lakes Capital Management, LLC | 0.06% | No change | 700 | $83K |
| Ballast Advisors LLC | 0.03% | No change | 677 | $80K |
| PSI Advisors, LLC | 0.03% | Add +46.2% | 677 | $80K |
| Atlas Capital Advisors Inc. | 0.01% | Reduce -32.0% | 600 | $71K |
| Kiely Wealth Advisory Group, Inc. | 0.04% | Add +4064.3% | 583 | $70K |
| WFA Asset Management Corp | 0.04% | Add +0.7% | 577 | $68K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | No change | 576 | $68K |
| Pineridge Advisors LLC | 0.02% | Reduce -20.8% | 565 | $67K |
| Bank of New Hampshire | 0.02% | No change | 562 | $67K |
| Voisard Asset Management Group, Inc. | 0.03% | Reduce -30.8% | 561 | $67K |
| Addison Advisors LLC | 0.02% | New | 559 | $66K |
| Missouri Trust & Investment Co | 0.02% | No change | 556 | $66K |
| Bay Harbor Wealth Management, LLC | 0.02% | No change | 546 | $65K |
| Sound Income Strategies, LLC | 0.00% | Add +61.1% | 543 | $64K |
| Hilltop National Bank | 0.02% | No change | 542 | $64K |
| New Millennium Group LLC | 0.04% | New | 539 | $64K |
| Gen-Wealth Partners Inc | 0.03% | No change | 532 | $63K |
| IAG Wealth Partners, LLC | 0.01% | No change | 525 | $62K |
| Financial Connections Group, Inc. | 0.03% | New | 526 | $62K |
| CGC Financial Services, LLC | 0.03% | Add +216.2% | 509 | $60K |
| Pacifica Partners Inc. | 0.03% | No change | 504 | $60K |
| Rakuten Securities, Inc. | 0.03% | Add +430.9% | 499 | $59K |
| Wolff Wiese Magana LLC | 0.04% | Add +0.2% | 468 | $55K |
| NFSG Corp | 0.02% | Reduce -12.9% | 466 | $55K |
| WR Wealth Planners, LLC | 0.02% | Reduce -0.8% | 464 | $55K |
| Triad Wealth Partners, LLC | 0.03% | New | 445 | $53K |
| American National Bank & Trust | 0.01% | Add +29.1% | 439 | $52K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 436 | $52K |
| Headlands Technologies LLC | 0.01% | Reduce -82.1% | 430 | $51K |
| Mb, Levis & Associates, LLC | 0.03% | No change | 428 | $51K |
| Ransom Advisory, Ltd | 0.03% | Reduce -46.6% | 421 | $50K |
| Motco | 0.00% | New | 420 | $50K |
| Ridgewood Investments LLC | 0.02% | New | 417 | $49K |
| Creative Capital Management Investments LLC | 0.02% | No change | 413 | $49K |
| Rise Advisors, LLC | 0.03% | Reduce -24.0% | 411 | $49K |
| Fortitude Family Office, LLC | 0.03% | Add +0.7% | 409 | $49K |
| Blume Capital Management, Inc. | 0.01% | No change | 400 | $47K |
| Parallax Volatility Advisers, L.P. | 0.00% | New | 400 | $47K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Reduce -36.1% | 398 | $47K |
| SJS Investment Consulting Inc. | 0.01% | Reduce -33.0% | 379 | $45K |
| Byrne Asset Management LLC | 0.04% | No change | 369 | $44K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | No change | 360 | $43K |
| Highline Wealth Partners LLC | 0.02% | Add +0.9% | 350 | $41K |
| Resources Management Corp. /CT/ | 0.01% | Add +18.1% | 326 | $39K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -93.1% | 322 | $38K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.9% | 320 | $38K |
| Cultivar Capital, Inc. | 0.03% | New | 307 | $36K |
| Realta Investment Advisors | 0.01% | Add +226.9% | 304 | $36K |
| Sachetta, LLC | 0.02% | Add +20.3% | 284 | $35K |
| Front Row Advisors LLC | 0.01% | No change | 278 | $33K |
| Northwest Capital Management Inc | 0.01% | Reduce -79.8% | 275 | $33K |
| Halpern Financial, Inc. | 0.01% | Reduce -13.4% | 266 | $32K |
| PrairieView Partners, LLC | 0.00% | Add +2.8% | 259 | $30K |
| Delta Asset Management LLC | 0.00% | No change | 252 | $30K |
| Barclays PLC | 0.00% | No change | 248 | $29K |
| Richard W. Paul & Associates, LLC | 0.01% | No change | 244 | $29K |
| First United Bank & Trust | 0.01% | No change | 244 | $29K |
| Ulland Investment Advisors, LLC | 0.02% | No change | 235 | $28K |
| Financial Gravity Asset Management, Inc. | 0.01% | Reduce -41.3% | 229 | $27K |
| Bell Investment Advisors, Inc | 0.01% | Reduce -1.7% | 228 | $27K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 226 | $27K |
| Chilton Capital Management LLC | 0.00% | No change | 223 | $26K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 222 | $26K |
| American Capital Advisory, LLC | 0.02% | Add +2.6% | 233 | $26K |
| Chris Bulman Inc | 0.02% | — | 218 | $26K |
| Moser Wealth Advisors, LLC | 0.01% | No change | 213 | $25K |
| Stone House Investment Management, LLC | 0.01% | Reduce -5.5% | 206 | $24K |
| Horizon Bancorp Inc. | 0.01% | New | 200 | $24K |
| AllSquare Wealth Management LLC | 0.01% | No change | 200 | $24K |
| Advisor Resource Council | 0.03% | Reduce -5.7% | 17,507 | $23K |
| Main Street Group, LTD | 0.01% | Add +13.2% | 189 | $22K |
| Coppell Advisory Solutions LLC | 0.00% | — | 187 | $22K |
| Castleview Partners, LLC | 0.01% | No change | 187 | $22K |
| Coston, McIsaac & Partners | 0.01% | Add +5.0% | 190 | $22K |
| Horrell Capital Management, Inc. | 0.01% | No change | 185 | $22K |
| St Germain D J Co. Inc. | 0.00% | No change | 169 | $20K |
| Country Trust Bank | 0.00% | Add +882.4% | 167 | $20K |
| ICONIQ Capital, LLC | 0.00% | New | 4,366 | $18K |
| Running Point Capital Advisors, LLC | 0.01% | No change | 150 | $18K |
| 1620 Investment Advisors, Inc. | 0.01% | New | 147 | $17K |
| Strategic Investment Solutions, Inc. | 0.01% | — | 134 | $17K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 131 | $16K |
| Accent Capital Management, LLC | 0.01% | No change | 114 | $14K |
| Valley Wealth Managers, Inc. | 0.00% | Reduce -87.1% | 111 | $13K |
| GAMMA Investing LLC | 0.00% | No change | 101 | $12K |
| Olistico Wealth, LLC | 0.01% | New | 100 | $12K |
| Davis Capital Management | 0.01% | No change | 94 | $11K |
| TruNorth Capital Management, LLC | 0.00% | No change | 93 | $11K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Add +1.1% | 94 | $11K |
| Kelly Financial Services LLC | 0.00% | Add +4.5% | 92 | $11K |
| Sanctuary Wealth Management, L.L.C. | 0.01% | No change | 90 | $11K |
| PFS Partners, LLC | 0.01% | Add +1.1% | 89 | $10K |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 88 | $10K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 76 | $9K |
| Redwood Wealth Management Group, LLC | 0.01% | New | 75 | $9K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 70 | $8K |
| RFP Financial Group LLC | 0.00% | No change | 61 | $7K |
| Signature Resources Capital Management, LLC | 0.01% | New | 60 | $7K |
| Allianz Asset Management GmbH | 0.00% | No change | 55 | $7K |
| LRI Investments, LLC | 0.00% | No change | 50 | $6K |
| Providence Capital Advisors, LLC | 0.00% | No change | 46 | $5K |
| Clear Investment Research, LLC | 0.01% | No change | 39 | $5K |
| Creekmur Asset Management LLC | 0.00% | No change | 38 | $4K |
| PayPay Securities Corp | 0.37% | Reduce -76.1% | 37 | $4K |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 35 | $4K |
| Abound Wealth Management | 0.00% | New | 29 | $3K |
| Piscataqua Savings Bank | 0.00% | No change | 29 | $3K |
| Investment Research & Advisory Group, Inc. | 0.00% | No change | 26 | $3K |
| AlphaMark Advisors, LLC | 0.00% | No change | 25 | $3K |
| Sittner & Nelson, LLC | 0.00% | No change | 25 | $3K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 25 | $3K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | New | 25 | $3K |
| M&R Capital Management Inc. | 0.00% | No change | 25 | $3K |
| Morton Brown Family Wealth, LLC | 0.00% | New | 12 | $1K |
| McClarren Financial Advisors, Inc. | 0.01% | Reduce -87.6% | 1,541 | $1K |
| Centerpoint Advisors, LLC | 0.00% | No change | 8 | $1K |
| Private Wealth Management Group, LLC | 0.00% | New | 5 | $603 |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.00% | No change | 5 | $593 |
"% of holder's portfolio" is VYM's weight in each manager's 13F, not the share of Vanguard High DVD Yield ETF the manager owns.