Vanguard High DVD Yield ETFVYMETF
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 1,657 institutions reported holding Vanguard High DVD Yield ETF (VYM) in their 13F filings, up 65 from Q2 2024. 107 opened new positions and 46 sold out. The largest holders were Sumitomo Life Insurance Co. ($1.9B), Bank of America Corp. ($1.5B) and Morgan Stanley ($1.2B). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Vanguard High DVD Yield ETF
- CUSIP
- 921946406
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 107 | $355.2M |
| Exits | 46 | $66.3M |
All 13F filers, Q2 2024 → Q3 2024: 8,716,338 shares bought and 3,739,842 shares sold, net +4,976,496 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,657 holders
| Sumitomo Life Insurance Co. | 38.09% | No change | 15,133,322 | $1.9B |
| Bank of America Corp. | 0.13% | Add +3.0% | 11,330,907 | $1.5B |
| Morgan Stanley | 0.09% | Add +2.4% | 9,676,185 | $1.2B |
| LPL Financial LLC | 0.31% | Add +3.4% | 5,399,549 | $692.2M |
| Envestnet Asset Management Inc. | 0.21% | Add +0.6% | 5,028,112 | $644.6M |
| Wells Fargo & Company | 0.14% | Add +0.6% | 4,564,266 | $585.1M |
| Raymond James Financial Services Advisors, Inc. | 0.69% | Add +1.9% | 4,025,812 | $516.1M |
| Creative Planning | 0.47% | Reduce -1.3% | 3,685,987 | $472.5M |
| Ameriprise Financial Inc. | 0.11% | Add +2.7% | 3,340,856 | $428.2M |
| Vanguard Group Inc. | 0.01% | Add +0.2% | 3,258,098 | $417.7M |
| Raymond James & Associates | 0.25% | Reduce -1.4% | 3,205,672 | $411.0M |
| UBS Group AG | 0.10% | Reduce -0.3% | 2,897,733 | $371.5M |
| Royal Bank of Canada | 0.07% | Add +2.1% | 2,312,856 | $296.5M |
| Mercer Global Advisors Inc. | 0.69% | Add +4.8% | 2,333,332 | $294.8M |
| JPMorgan Chase & Co. | 0.02% | Add +0.4% | 2,164,681 | $277.5M |
| Commonwealth Equity Services, LLC | 0.42% | Add +1.7% | 2,163,842 | $277.4M |
| Goldman Sachs Group Inc. | 0.05% | Reduce -1.2% | 2,000,659 | $256.5M |
| Manufacturers Life Insurance Company, The | 0.21% | Add +6.8% | 1,889,775 | $242.3M |
| Janney Montgomery Scott LLC | 0.64% | Add +1.1% | 1,785,400 | $228.9M |
| Edge Capital Group, LLC | 9.08% | Reduce -0.6% | 1,597,895 | $204.9M |
| Cetera Investment Advisers | 0.44% | Add +0.2% | 1,586,530 | $203.4M |
| Pathstone Holdings, LLC | 0.84% | Reduce -0.1% | 1,464,174 | $187.7M |
| Jones Financial Companies LLLP | 0.19% | Add +15.9% | 1,431,899 | $183.0M |
| Meiji Yasuda Life Insurance Co | 3.25% | No change | 1,370,767 | $175.7M |
| Stifel Financial Corp. | 0.17% | Reduce -0.4% | 1,283,835 | $164.6M |
| Mesirow Financial Investment Management, Inc. | 2.72% | Add +101.3% | 1,097,218 | $140.7M |
| Rakuten Investment Management, Inc. | 0.79% | Add +5.9% | 1,058,854 | $135.3M |
| Howard Capital Management, LLC | 2.20% | New | 1,044,243 | $133.9M |
| Kestra Advisory Services, LLC | 0.72% | Reduce -1.6% | 1,016,691 | $130.3M |
| HighTower Advisors, LLC | 0.19% | Add +0.0% | 1,007,456 | $129.2M |
| Truist Financial Corp. | 0.19% | Reduce -3.5% | 938,967 | $120.4M |
| Osaic Holdings, Inc. | 0.27% | Reduce -1.1% | 936,662 | $120.1M |
| PNC Financial Services Group, Inc. | 0.08% | Add +0.0% | 933,715 | $119.7M |
| Joel Isaacson & Co., LLC | 5.47% | Add +1.5% | 895,371 | $114.8M |
| Wharton Business Group, LLC | 5.15% | Add +19.9% | 894,801 | $114.7M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -11.2% | 894,600 | $114.7M |
| Cambridge Investment Research Advisors, Inc. | 0.35% | Add +2.4% | 804,162 | $103.1M |
| Florida Trust Wealth Management Co | 3.23% | Reduce -0.6% | 787,645 | $101.0M |
| Auto-Owners Insurance Co | 2.27% | No change | 724,200 | $92.8M |
| Captrust Financial Advisors | 0.27% | Add +7.0% | 720,088 | $92.3M |
| Allworth Financial LP | 0.52% | Add +0.2% | 670,264 | $85.9M |
| Stratos Wealth Partners, LTD. | 1.23% | Add +14.5% | 658,514 | $84.4M |
| Martel Wealth Advisors LLC | 17.04% | Add +0.3% | 647,265 | $83.3M |
| D.A. Davidson & Co. | 0.68% | Add +0.8% | 640,341 | $82.1M |
| Bank of Montreal | 0.04% | Reduce -6.9% | 606,562 | $77.5M |
| Cerity Partners LLC | 0.16% | Add +16.3% | 565,579 | $72.5M |
| Steward Partners Investment Advisory, LLC | 0.67% | Add +49.5% | 564,547 | $72.4M |
| HCR Wealth Advisors | 9.38% | Add +1.2% | 558,839 | $71.6M |
| One Day In July LLC | 7.95% | Add +8.6% | 551,206 | $70.7M |
| MML Investors Services, LLC | 0.26% | Add +2.7% | 549,313 | $70.4M |
| Marino, Stram & Associates LLC | 15.49% | Add +2.3% | 541,374 | $69.4M |
| Mariner, LLC | 0.12% | Add +2.5% | 514,803 | $66.0M |
| Equitable Holdings, Inc. | 0.60% | Add +2.2% | 483,822 | $62.0M |
| Northeast Financial Consultants Inc | 2.65% | Reduce -1.3% | 471,804 | $60.5M |
| Barings LLC | 1.40% | New | 461,407 | $59.2M |
| Assetmark, Inc. | 0.17% | Add +0.1% | 456,176 | $58.5M |
| Arlington Trust Co LLC | 12.51% | Reduce -2.9% | 446,832 | $57.3M |
| Baird Financial Group, Inc. | 0.11% | Add +4.8% | 437,739 | $56.1M |
| Inspirion Wealth Advisors, LLC | 7.73% | Add +3.4% | 431,306 | $55.3M |
| Pinnacle Associates Ltd. | 0.94% | Reduce -1.3% | 494,722 | $55.2M |
| White Lighthouse Investment Management Inc. | 9.89% | Add +3.1% | 430,002 | $55.1M |
| Operose Advisors LLC | 16.98% | Reduce -6.7% | 409,578 | $52.5M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Reduce -4.3% | 396,979 | $50.9M |
| Smithfield Trust Co | 2.47% | Add +2.2% | 393,261 | $50.4M |
| Bank of Hawaii | 2.04% | Reduce -19.2% | 380,538 | $48.8M |
| CW Advisors, LLC | 0.64% | Add +6189.2% | 376,537 | $48.3M |
| Waldron Private Wealth LLC | 2.00% | Reduce -2.9% | 375,322 | $48.1M |
| Private Advisor Group, LLC | 0.30% | Reduce -12.2% | 372,502 | $47.8M |
| Atria Wealth Solutions, Inc. | 0.51% | Add +0.7% | 368,466 | $47.2M |
| Wellspring Financial Advisors, LLC | 5.45% | Add +8.8% | 2,296,227 | $45.7M |
| M&T Bank Corp | 0.14% | Reduce -5.0% | 329,779 | $42.3M |
| Waverly Advisors, LLC | 0.76% | Add +2.9% | 319,979 | $41.0M |
| Moneta Group Investment Advisors LLC | 0.59% | Reduce -5.2% | 315,758 | $40.5M |
| MBM Wealth Consultants, LLC | 12.62% | Add +2.1% | 312,060 | $40.0M |
| Cornerstone Advisory, LLC | 5.17% | Add +5.3% | 306,653 | $39.3M |
| Baltimore-Washington Financial Advisors, Inc. | 2.11% | Add +4.7% | 302,119 | $38.7M |
| Twele Capital Management, Inc. | 7.90% | Add +0.2% | 293,401 | $37.6M |
| Pinnacle Wealth Management Advisory Group, LLC | 3.47% | Add +2.1% | 283,036 | $36.3M |
| Sabal Trust CO | 1.96% | Reduce -2.2% | 280,521 | $36.0M |
| Corient Private Wealth LP | 0.06% | Add +3.7% | 278,940 | $35.8M |
| NewEdge Advisors, LLC | 0.23% | Reduce -1.3% | 275,754 | $35.4M |
| Zhang Financial LLC | 2.22% | Add +7.8% | 274,419 | $35.2M |
| Avantax Advisory Services, Inc. | 0.23% | Add +0.0% | 273,235 | $35.0M |
| Round Rock Advisors LLC | 8.01% | Add +1.2% | 267,375 | $34.3M |
| Heartwood Wealth Advisors LLC | 3.74% | Add +1.1% | 263,606 | $33.8M |
| Bell Bank | 3.93% | Reduce -62.6% | 258,946 | $33.2M |
| Keybank National Association | 0.13% | Reduce -2.1% | 256,897 | $32.9M |
| CVS HEALTH Corp | 14.04% | No change | 252,032 | $32.3M |
| Beacon Financial Group | 3.51% | Reduce -2.8% | 251,412 | $32.2M |
| Conservest Capital Advisors, Inc. | 3.25% | Add +20.1% | 262,108 | $31.7M |
| Iron Horse Wealth Management, LLC | 10.75% | Add +5.1% | 245,198 | $31.4M |
| Opus Capital Group, LLC | 3.91% | Reduce -12.6% | 244,291 | $31.3M |
| Sanctuary Advisors, LLC | 0.20% | Add +1.4% | 234,055 | $31.3M |
| Sei Investments Co. | 0.04% | Add +10.7% | 242,074 | $31.0M |
| Act Wealth Management, LLC | 13.67% | Add +1.6% | 240,585 | $30.8M |
| Focus Financial Network, Inc. | 1.22% | Reduce -0.2% | 232,819 | $29.8M |
| Human Investing LLC | 5.39% | Reduce -0.7% | 232,313 | $29.8M |
| Beacon Pointe Advisors, LLC | 0.34% | Reduce -1.9% | 231,878 | $29.7M |
| Mittelman Wealth Management | 16.56% | Add +162.1% | 227,342 | $29.1M |
| Rebalance, LLC | 2.12% | Reduce -1.1% | 225,407 | $28.9M |
| Wellington Management Group LLP | 0.01% | Add +19.1% | 224,006 | $28.7M |
| DAVENPORT & Co LLC | 0.17% | Add +5.0% | 223,398 | $28.6M |
| Buska Wealth Management, LLC | 9.85% | Add +19.4% | 220,361 | $28.3M |
| Berkeley Capital Partners, LLC | 7.98% | Add +4.2% | 218,143 | $28.0M |
| Venture Visionary Partners LLC | 1.24% | Add +0.5% | 217,700 | $27.9M |
| Financial Planning & Information Services, Inc. | 3.79% | Add +16.0% | 214,569 | $27.5M |
| United Services Automobile Association | 0.70% | Reduce -0.8% | 214,175 | $27.5M |
| DeDora Capital, Inc. | 7.64% | Add +0.9% | 213,371 | $27.4M |
| WASHINGTON TRUST Co | 0.96% | Reduce -3.9% | 212,704 | $27.3M |
| Regions Financial Corp. | 0.20% | Reduce -3.9% | 211,894 | $27.2M |
| Wolff Financial Management LLC | 7.26% | New | 208,549 | $26.7M |
| GSG Advisors LLC | 8.71% | Add +0.7% | 206,023 | $26.4M |
| Focused Wealth Management, Inc | 3.54% | Add +1.5% | 205,097 | $26.3M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -0.1% | 204,969 | $26.3M |
| Pacific Capital Wealth Advisors, Inc. | 4.39% | Reduce -0.4% | 203,555 | $26.1M |
| Comerica Bank | 0.10% | Add +10.9% | 203,136 | $26.0M |
| FMR LLC | 0.00% | Add +12.4% | 201,446 | $25.8M |
| New England Asset Management Inc. | 4.18% | Add +0.3% | 200,050 | $25.6M |
| Southern Farm Bureau Life Insurance | 4.03% | No change | 200,033 | $25.6M |
| FineMark National Bank & Trust | 0.89% | Reduce -1.4% | 199,406 | $25.6M |
| Roble, Belko & Company, Inc | 4.00% | Add +0.0% | 197,932 | $25.4M |
| Focus Partners Wealth | 0.08% | Reduce -42.3% | 196,451 | $25.2M |
| Arkos Global Advisors | 3.65% | Reduce -1.9% | 196,305 | $25.2M |
| IFG Advisory, LLC | 1.60% | Add +2.4% | 195,620 | $25.1M |
| Lido Advisors, LLC | 0.19% | Reduce -0.3% | 195,428 | $25.1M |
| US Bancorp \de | 0.03% | Reduce -13.2% | 193,887 | $24.9M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3.76% | Add +73.5% | 192,767 | $24.7M |
| Montis Financial, LLC | 8.77% | Reduce -6.4% | 192,424 | $24.7M |
| Graves Light Lenhart Wealth, Inc. | 2.98% | Reduce -15.8% | 188,728 | $24.2M |
| AE Wealth Management LLC | 0.22% | Reduce -4.0% | 188,473 | $24.2M |
| Oak Harvest Investment Services | 3.43% | Add +2.6% | 185,818 | $23.8M |
| Old National Bancorp | 0.55% | Reduce -3.3% | 184,976 | $23.7M |
| Townsquare Capital LLC | 0.28% | Reduce -2.5% | 183,064 | $23.5M |
| First Manhattan Co. Llc. | 0.07% | Reduce -2.7% | 181,938 | $23.3M |
| Integrated Wealth Concepts LLC | 0.28% | Reduce -0.1% | 179,964 | $23.1M |
| Valmark Advisers, Inc. | 0.35% | Add +3.9% | 175,362 | $22.5M |
| NorthCoast Asset Management LLC | 0.16% | Add +4879.6% | 174,534 | $22.1M |
| First National Trust Co | 0.84% | Add +40.2% | 169,838 | $21.8M |
| Forum Private Client Group LLC | 9.66% | Add +3.0% | 169,702 | $21.8M |
| Money Concepts Capital Corp. | 1.64% | Add +0.9% | 169,070 | $21.7M |
| First Hawaiian Bank | 0.69% | Reduce -2.8% | 168,003 | $21.5M |
| Envestnet Portfolio Solutions, Inc. | 0.07% | Add +1.6% | 166,941 | $21.4M |
| Measured Wealth Private Client Group, LLC | 7.12% | Add +27.0% | 166,031 | $21.3M |
| Avion Wealth | 5.56% | Add +0.3% | 165,571 | $21.2M |
| Piedmont Capital Management, LLC | 12.75% | Reduce -3.3% | 160,622 | $21.1M |
| CENTRAL TRUST Co | 0.49% | Reduce -2.3% | 164,647 | $21.1M |
| Bessemer Group Inc. | 0.03% | Add +17.8% | 160,925 | $20.6M |
| Keudell/Morrison Wealth Management | 5.59% | Add +0.5% | 160,744 | $20.6M |
| Essex Financial Services, Inc. | 1.48% | Reduce -6.2% | 157,928 | $20.6M |
| Commerce Bank | 0.13% | Reduce -0.9% | 159,418 | $20.4M |
| Northern Trust Corp. | 0.00% | Add +16.6% | 158,762 | $20.4M |
| Salomon & Ludwin, LLC | 2.07% | Reduce -6.6% | 158,562 | $20.3M |
| Dagco, Inc. | 8.22% | Add +0.4% | 156,262 | $20.0M |
| Annandale Capital, LLC | 3.92% | Add +1.5% | 153,013 | $19.6M |
| Investment Advisory Group, LLC | 6.77% | Add +10.3% | 152,093 | $19.5M |
| Mutual Advisors, LLC | 0.57% | Reduce -0.9% | 149,393 | $19.3M |
| Exencial Wealth Advisors, LLC | 0.69% | Add +0.5% | 148,554 | $19.0M |
| Concurrent Investment Advisors, LLC | 0.56% | Reduce -4.3% | 148,450 | $19.0M |
| Baker Ellis Asset Management LLC | 2.69% | Reduce -2.4% | 148,448 | $19.0M |
| Executive Wealth Management, LLC | 1.46% | New | 145,415 | $18.6M |
| Ariston Services Group | 16.08% | No change | 144,073 | $18.5M |
| Wealthspire Advisors, LLC | 0.19% | Add +0.8% | 143,539 | $18.4M |
| Blair William & Co. | 0.05% | Add +1.4% | 143,256 | $18.4M |
| Nations Financial Group Inc, /Ia/ | 1.32% | Reduce -0.7% | 141,842 | $18.2M |
| Select Asset Management & Trust | 6.60% | Add +2.4% | 139,714 | $17.9M |
| Northside Capital Management, LLC | 2.77% | No change | 138,253 | $17.7M |
| Integrated Advisors Network LLC | 0.85% | Reduce -13.2% | 137,707 | $17.7M |
| Cresset Asset Management, LLC | 0.07% | Add +5.1% | 137,250 | $17.6M |
| Wealth Dimensions Group, Ltd. | 4.45% | Add +4.2% | 137,110 | $17.6M |
| Benchmark Wealth Management, LLC | 8.67% | Reduce -43.6% | 136,886 | $17.5M |
| Westside Investment Management, Inc. | 3.73% | Add +6.2% | 137,257 | $17.5M |
| Francis Financial, Inc. | 4.63% | Reduce -5.3% | 136,526 | $17.5M |
| Financial Perspectives, Inc | 6.04% | Add +1.1% | 135,896 | $17.4M |
| StoneX Group Inc. | 1.26% | Add +12.2% | 134,658 | $17.3M |
| Hardy Reed LLC | 1.54% | Reduce -0.9% | 134,283 | $17.2M |
| Drucker Wealth 3.0, LLC | 4.13% | Reduce -6.3% | 134,192 | $17.2M |
| Fiduciary Trust Co | 0.24% | Add +1.5% | 131,517 | $16.9M |
| Principle Wealth Partners LLC | 1.19% | Reduce -2.4% | 131,289 | $16.8M |
| LBMC Investment Advisors, LLC | 1.33% | Add +10.9% | 131,262 | $16.8M |
| Trustmark Bank Trust Department | 1.26% | No change | 130,550 | $16.7M |
| Angeles Investment Advisors, LLC | 0.85% | No change | 130,200 | $16.7M |
| Unison Advisors LLC | 1.99% | Reduce -0.1% | 128,786 | $16.5M |
| Merit Financial Group, LLC | 0.36% | Reduce -12.0% | 126,839 | $16.3M |
| Long Run Wealth Advisors, LLC | 3.76% | Reduce -0.0% | 124,737 | $16.0M |
| Paragon Financial Partners, Inc. | 11.58% | Reduce -1.8% | 123,334 | $15.8M |
| Performance Wealth Partners, LLC | 0.54% | Reduce -32.8% | 122,815 | $15.7M |
| Transcend Capital Advisors, LLC | 1.05% | Add +0.6% | 122,660 | $15.7M |
| First Horizon Advisors, Inc. | 0.44% | Reduce -1.6% | 122,579 | $15.7M |
| Patriot Investment Management Group, Inc. | 1.15% | Reduce -0.2% | 121,655 | $15.6M |
| Procyon Advisors, LLC | 1.07% | Add +0.7% | 121,068 | $15.5M |
| SlateStone Wealth, LLC | 1.38% | Add +7.4% | 119,813 | $15.4M |
| Bernardo Wealth Planning LLC | 3.68% | Add +0.2% | 115,422 | $15.2M |
| Private Advisory Group LLC | 1.91% | Add +5.3% | 118,036 | $15.1M |
| Employees' Retirement Fund of the City of Fort Worth | 6.87% | No change | 117,403 | $15.1M |
| Pinnacle Financial Partners Inc | 0.30% | Reduce -14.1% | 117,206 | $15.0M |
| Citigroup Inc. | 0.01% | Add +13.1% | 116,959 | $15.0M |
| PFG Advisors | 0.92% | Reduce -10.4% | 113,939 | $14.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.8% | 113,133 | $14.5M |
| Headinvest, LLC | 2.66% | Reduce -0.6% | 112,259 | $14.4M |
| TBH Global Asset Management, LLC | 3.14% | Reduce -13.2% | 112,202 | $14.4M |
| Wealthcare Advisory Partners LLC | 0.41% | Reduce -8.7% | 112,136 | $14.4M |
| Ballast, Inc. | 4.06% | Add +2.1% | 111,719 | $14.3M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -0.9% | 111,128 | $14.2M |
| Peapack Gladstone Financial Corp. | 0.20% | Add +5.7% | 110,031 | $14.1M |
| Steele Capital Management, Inc. | 0.73% | Add +4.7% | 109,299 | $14.0M |
| Capital Advisors Wealth Management, LLC | 2.54% | Add +0.3% | 107,382 | $13.8M |
| McNaughton Wealth Management, LLC | 6.68% | Add +1.5% | 106,971 | $13.7M |
| Bryn Mawr Trust Advisors, LLC | 0.74% | Add +6.1% | 106,484 | $13.7M |
| Advisory Services Network, LLC | 0.28% | No change | 114,806 | $13.6M |
| Composition Wealth, LLC | 0.31% | Reduce -0.9% | 104,603 | $13.4M |
| Asset Allocation & Management Company, LLC | 8.30% | Reduce -11.2% | 102,990 | $13.2M |
| Howard Wealth Management, LLC | 7.64% | Add +1.2% | 102,414 | $13.1M |
| Apeiron RIA LLC | 3.74% | Reduce -2.4% | 101,729 | $13.0M |
| Clearstead Advisors, LLC | 0.20% | Add +1.9% | 98,735 | $12.7M |
| Bordeaux Wealth Advisors LLC | 2.29% | Add +0.2% | 98,614 | $12.6M |
| Ameritas Advisory Services, LLC | 0.54% | Reduce -11.3% | 98,442 | $12.6M |
| CreativeOne Wealth, LLC | 0.43% | Add +2.1% | 98,287 | $12.6M |
| Deutsche Bank AG | 0.01% | Reduce -13.6% | 97,603 | $12.5M |
| Hancock Whitney Corp. | 0.40% | Reduce -2.2% | 97,535 | $12.5M |
| Nwam LLC | 0.76% | New | 96,932 | $12.4M |
| Stokes Family Office, LLC | 1.36% | Add +0.2% | 96,874 | $12.4M |
| High Net Worth Advisory Group LLC | 3.46% | Add +1.9% | 96,768 | $12.4M |
| Cherry Tree Wealth Management, LLC | 2.91% | Reduce -3.0% | 95,602 | $12.3M |
| Linscomb Wealth, Inc. | 0.61% | Reduce -2.6% | 95,343 | $12.2M |
| Insight Wealth Strategies, LLC | 1.59% | New | 94,229 | $12.1M |
| Pointe Capital Management LLC | 7.02% | Reduce -1.4% | 93,906 | $12.0M |
| Natixis Advisors, LLC | 0.02% | Add +5.7% | 93,288 | $12.0M |
| EPG Wealth Management LLC | 2.95% | Add +0.0% | 91,224 | $11.7M |
| Evermay Wealth Management LLC | 1.87% | Reduce -2.6% | 90,959 | $11.7M |
| Asset Allocation Strategies LLC | 3.31% | Reduce -1.6% | 90,693 | $11.6M |
| Arthur M. Cohen & Associates, LLC | 2.09% | Add +2.6% | 90,641 | $11.6M |
| Synovus Financial Corp. | 0.13% | Add +94.4% | 88,365 | $11.3M |
| Capstone Wealth Management Group, LLC | 6.69% | Reduce -0.3% | 88,145 | $11.3M |
| IFP Advisors, Inc | 0.41% | Add +2.0% | 88,033 | $11.3M |
| Prentice Wealth Management LLC | 3.28% | Add +3.6% | 86,052 | $11.0M |
| Chelsea Counsel Co. | 5.41% | No change | 85,650 | $11.0M |
| CIBC Private Wealth Group LLC | 0.02% | Add +5.1% | 84,776 | $10.9M |
| Stonebridge Capital Advisors LLC | 0.88% | Add +6.1% | 84,403 | $10.8M |
| Kestra Private Wealth Services, LLC | 0.20% | Add +16.3% | 83,910 | $10.8M |
| Certified Advisory Corp | 1.19% | Add +3.2% | 83,812 | $10.7M |
| Global Wealth Management Investment Advisory, Inc. | 2.31% | Add +3.5% | 83,589 | $10.7M |
| Associated Banc-Corp | 0.31% | Reduce -11.7% | 82,993 | $10.6M |
| Ieq Capital, LLC | 0.13% | Add +1.6% | 82,833 | $10.6M |
| Sigma Investment Counselors Inc. | 0.62% | Reduce -0.8% | 82,801 | $10.6M |
| Summit Wealth Partners, LLC | 2.04% | Reduce -0.9% | 82,664 | $10.6M |
| Seneca Financial Advisors LLC | 5.09% | Add +4.7% | 81,555 | $10.5M |
| Forvis Mazars Wealth Advisors, LLC | 0.24% | Reduce -5.5% | 81,401 | $10.4M |
| United Capital Financial Advisors, LLC | 0.09% | Add +2.0% | 80,725 | $10.3M |
| Romano Brothers and Company | 1.28% | Reduce -1.4% | 80,135 | $10.3M |
| SWAN Capital LLC | 5.04% | Add +29.4% | 79,939 | $10.2M |
| Granite FO LLC | 5.71% | Reduce -1.8% | 78,743 | $10.1M |
| Stephens Inc. | 0.14% | Add +1.7% | 78,109 | $10.0M |
| Penney Financial, LLC | 6.78% | Reduce -0.3% | 77,487 | $9.9M |
| Pettinga Financial Advisors LLC | 2.34% | Add +2.3% | 77,107 | $9.9M |
| Strategic Family Wealth Counselors, L.L.C. | 3.40% | Add +6.8% | 75,897 | $9.7M |
| Paradigm Capital Management, LLC | 9.41% | — | 75,867 | $9.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.27% | Add +0.7% | 75,548 | $9.7M |
| Pinnacle Financial Group, LLC / IL | 3.74% | Add +5.6% | 74,403 | $9.5M |
| Yarger Wealth Strategies, LLC | 5.27% | Add +4.3% | 74,281 | $9.5M |
| Pps&v Asset Management Consultants, Inc. | 6.53% | Reduce -0.8% | 74,245 | $9.5M |
| Baron Silver Stevens Financial Advisors, LLC | 1.65% | Add +0.3% | 73,594 | $9.4M |
| Woodmont Investment Counsel LLC | 0.71% | Reduce -0.6% | 73,449 | $9.4M |
| Brown Advisory Inc. | 0.01% | Reduce -6.1% | 72,880 | $9.3M |
| waypoint wealth counsel | 6.33% | Add +1.2% | 72,842 | $9.3M |
| &partners | 0.18% | Add +60.2% | 72,689 | $9.3M |
| Crescent Grove Advisors, LLC | 0.95% | Reduce -0.6% | 72,421 | $9.3M |
| AMG National Trust Bank | 0.25% | Reduce -0.4% | 72,321 | $9.3M |
| Country Club Bank | 0.62% | Reduce -6.5% | 72,440 | $9.3M |
| Octavia Wealth Advisors, LLC | 1.13% | Add +1.6% | 71,819 | $9.2M |
| Sonata Capital Group Inc. | 3.86% | Reduce -3.8% | 71,235 | $9.1M |
| PFG Private Wealth Management, LLC | 5.29% | Reduce -30.8% | 71,117 | $9.1M |
| Iron Gate Global Advisors LLC | 1.27% | Add +9.0% | 70,996 | $9.1M |
| Brookstone Capital Management | 0.13% | Add +5.5% | 70,795 | $9.1M |
| Milestone Investment Advisors LLC | 2.52% | Add +0.8% | 70,286 | $9.0M |
| Sterling Financial Planning, Inc. | 3.28% | Add +1.4% | 69,394 | $8.9M |
| Accretive Wealth Partners, LLC | 3.71% | Reduce -2.4% | 69,207 | $8.9M |
| Robertson Stephens Wealth Management, LLC | 0.33% | Add +3926.6% | 68,936 | $8.8M |
| Avior Wealth Management, LLC | 0.35% | Reduce -4.8% | 67,987 | $8.7M |
| HBW Advisory Services LLC | 1.27% | Reduce -0.5% | 67,795 | $8.7M |
| Evergreen Wealth Management, LLC | 5.23% | Add +1.9% | 67,746 | $8.7M |
| Cascade Financial Partners, LLC | 1.09% | Add +1.6% | 66,635 | $8.7M |
| Avantax Planning Partners, Inc. | 0.31% | Reduce -0.2% | 67,584 | $8.7M |
| Raab & Moskowitz Asset Management LLC | 2.19% | Add +8.5% | 67,499 | $8.7M |
| Rollins Financial Advisors, LLC | 1.43% | Add +12.7% | 67,246 | $8.6M |
| Elevation Point Wealth Partners, LLC | 0.82% | Reduce -0.7% | 66,893 | $8.6M |
| Flagship Harbor Advisors, LLC | 0.47% | Reduce -0.3% | 66,549 | $8.5M |
| Arax Advisory Partners | 0.76% | Add +0.8% | 66,452 | $8.5M |
| Evergreen Capital Management LLC | 0.29% | Reduce -35.8% | 66,326 | $8.5M |
| Matrix Asset Advisors Inc. | 0.94% | Add +9.2% | 65,726 | $8.4M |
| EP Wealth Advisors, LLC | 0.07% | Add +13.7% | 65,557 | $8.4M |
| Summit Financial, LLC | 0.33% | Add +3.7% | 65,517 | $8.4M |
| Howe & Rusling Inc. | 0.72% | Add +13.8% | 65,382 | $8.4M |
| Darrow Company, Inc. | 4.87% | Add +0.4% | 65,361 | $8.4M |
| BIP Wealth, LLC | 0.57% | Add +11.5% | 65,092 | $8.3M |
| Capital Analysts, LLC | 0.34% | Add +1.1% | 65,054 | $8.3M |
| HB Wealth Management, LLC | 0.09% | Add +7.1% | 65,021 | $8.3M |
| Means Investment Co., Inc. | 0.92% | Reduce -1.9% | 64,660 | $8.3M |
| Williams Jones Wealth Management, LLC. | 0.10% | Add +0.6% | 64,397 | $8.3M |
| GW Henssler & Associates Ltd. | 0.47% | Add +11.7% | 64,264 | $8.2M |
| Quadcap Wealth Management, LLC | 1.29% | Reduce -1.9% | 64,136 | $8.2M |
| 180 Wealth Advisors, LLC | 1.29% | Add +1.3% | 64,086 | $8.2M |
| Park Avenue Securities LLC | 0.09% | Add +2.5% | 64,062 | $8.2M |
| Aptus Capital Advisors, LLC | 0.12% | Add +1052.6% | 63,833 | $8.2M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -20.6% | 63,665 | $8.2M |
| Axiom Advisory, LLC | 0.08% | Add +2.4% | 66,019 | $8.2M |
| Agilis Partners LLC | 2.28% | Reduce -1.4% | 63,521 | $8.1M |
| Leelyn Smith, LLC | 1.46% | Add +2.0% | 63,296 | $8.1M |
| Penserra Capital Management LLC | 0.18% | Reduce -38.5% | 63,285 | $8.1M |
| Quaker Wealth Management, LLC | 2.95% | — | 62,803 | $8.1M |
| XML Financial, LLC | 0.74% | Add +1.2% | 62,320 | $8.0M |
| Quest Investment Management LLC | 0.93% | Add +7.9% | 62,058 | $8.0M |
| Vestmark Advisory Solutions, Inc. | 0.30% | Reduce -1.9% | 62,003 | $7.9M |
| Sage Financial Management Group, Inc. | 3.05% | New | 61,337 | $7.9M |
| Sound View Wealth Advisors Group, LLC | 0.63% | Add +17.7% | 60,529 | $7.8M |
| RDA Financial Network | 2.40% | Add +0.8% | 60,281 | $7.7M |
| Whittier Trust Co. | 0.10% | Reduce -2.2% | 59,985 | $7.7M |
| Gunma Bank,Ltd. | 3.17% | New | 59,981 | $7.7M |
| Raymond James Trust N.A. | 0.17% | Add +5.5% | 59,790 | $7.7M |
| Tilson Financial Group, Inc. | 3.32% | New | 59,733 | $7.7M |
| Bremer Bank National Association | 1.44% | Add +316.2% | 59,633 | $7.6M |
| Armor Investment Advisors, LLC | 3.16% | Reduce -0.0% | 59,544 | $7.6M |
| Atria Investments, Inc | 0.09% | Reduce -4.6% | 58,977 | $7.6M |
| JFS Wealth Advisors, LLC | 0.51% | Add +0.4% | 58,932 | $7.6M |
| Choreo, LLC | 0.11% | Reduce -0.4% | 59,052 | $7.6M |
| Sunburst Financial Group, LLC | 1.91% | Reduce -12.6% | 58,804 | $7.5M |
| Eagle Strategies LLC | 1.36% | Add +17.2% | 58,694 | $7.5M |
| Montz Harcus Wealth Management LLC | 4.37% | Add +0.7% | 58,398 | $7.5M |
| Independent Financial Group, LLC | 0.28% | Reduce -5.1% | 58,344 | $7.5M |
| Davidson Investment Advisors | 0.36% | New | 58,289 | $7.5M |
| Spreng Capital Management, Inc. | 3.53% | Add +77.0% | 57,540 | $7.4M |
| Stillwater Capital Advisors, LLC | 0.94% | Add +1.0% | 56,781 | $7.3M |
| Manning & Napier Advisors LLC | 0.08% | Add +4.3% | 56,697 | $7.3M |
| Blackston Financial Advisory Group, LLC | 3.76% | Add +0.8% | 56,660 | $7.3M |
| Custos Family Office, LLC | 2.56% | Add +0.1% | 55,188 | $7.1M |
| Walled Lake Planning & Wealth Management, LLC | 2.65% | Add +0.5% | 55,032 | $7.1M |
| Evanson Asset Management, LLC | 0.50% | Add +0.4% | 54,823 | $7.0M |
| Etfidea, LLC | 2.22% | No change | 54,668 | $7.0M |
| WealthBridge Capital Management, LLC | 1.99% | Add +3.1% | 54,161 | $6.9M |
| Sage Rhino Capital LLC | 1.53% | Reduce -1.4% | 53,910 | $6.9M |
| Mission Wealth Management, LP | 0.17% | Reduce -4.0% | 53,755 | $6.9M |
| Oxler Private Wealth LLC | 2.39% | Reduce -0.5% | 53,556 | $6.9M |
| Harbour Investments, Inc. | 0.20% | Add +11.7% | 52,915 | $6.8M |
| Rooted Wealth Advisors, Inc. | 3.01% | Add +12.2% | 52,839 | $6.8M |
| AA Financial Advisors, LLC | 1.95% | Add +24.2% | 52,610 | $6.7M |
| Cwm, LLC | 0.03% | Add +1.9% | 52,327 | $6.7M |
| Destiny Wealth Partners, LLC | 1.17% | Reduce -2.4% | 52,184 | $6.7M |
| Global Retirement Partners, LLC | 0.20% | Reduce -2.7% | 52,135 | $6.7M |
| Global Strategic Investment Solutions, LLC | 0.78% | Reduce -2.7% | 52,050 | $6.7M |
| Modera Wealth Management, LLC | 0.08% | Reduce -2.9% | 51,772 | $6.6M |
| Kingsview Wealth Management, LLC | 0.14% | Add +16.1% | 51,175 | $6.6M |
| Dynamic Advisor Solutions LLC | 0.20% | Reduce -3.5% | 50,788 | $6.5M |
| Glen Eagle Advisors, LLC | 1.10% | Reduce -5.5% | 50,785 | $6.5M |
| Ranch Capital Advisors Inc. | 3.03% | Add +9.1% | 50,140 | $6.4M |
| Prime Capital Investment Advisors, LLC | 0.09% | Reduce -2.5% | 50,121 | $6.4M |
| Guardian Financial Partners, LLC | 4.00% | Add +5.8% | 49,926 | $6.4M |
| GeoWealth Management, LLC | 0.23% | Add +1186.9% | 49,727 | $6.4M |
| Chaney Capital Management, Inc. | 3.56% | Reduce -7.0% | 49,518 | $6.3M |
| City State Bank | 2.30% | Add +3.7% | 49,282 | $6.3M |
| Goldstone Financial Group, LLC | 1.10% | Add +8.2% | 49,194 | $6.3M |
| Dodds Wealth, LLC | 2.09% | Reduce -6.6% | 48,683 | $6.3M |
| Jmac Enterprises LLC | 1.00% | Add +4.6% | 48,660 | $6.2M |
| Western Pacific Wealth Management, LP | 4.11% | Add +0.4% | 48,241 | $6.2M |
| GC Wealth Management RIA, LLC | 1.08% | Reduce -3.7% | 48,196 | $6.2M |
| Parallel Advisors, LLC | 0.15% | Reduce -7.5% | 48,068 | $6.2M |
| Agf Management Ltd. | 0.03% | Reduce -0.5% | 47,805 | $6.1M |
| Allen Capital Group, LLC | 0.78% | Add +1.2% | 47,780 | $6.1M |
| Concourse Financial Group Securities, Inc. | 0.36% | Reduce -0.3% | 47,438 | $6.1M |
| Clear Harbor Asset Management, LLC | 0.50% | Reduce -0.7% | 46,923 | $6.0M |
| Caprock Group, LLC | 0.22% | Reduce -2.7% | 46,798 | $6.0M |
| Union Savings Bank | 2.91% | Reduce -6.1% | 46,341 | $5.9M |
| Dorsey & Whitney Trust CO LLC | 0.31% | Add +0.9% | 46,061 | $5.9M |
| Dumont & Blake Investment Advisors LLC | 1.57% | Reduce -50.0% | 45,925 | $5.9M |
| Tritonpoint Wealth, LLC | 0.54% | No change | 45,975 | $5.9M |
| Investors Research Corp | 1.28% | Add +5.1% | 45,796 | $5.9M |
| First PREMIER Bank | 1.46% | Reduce -11.2% | 45,755 | $5.9M |
| Biltmore Family Office, LLC | 1.00% | Reduce -0.4% | 45,522 | $5.8M |
| Talisman Wealth Advisors LLC | 6.13% | Add +0.4% | 45,590 | $5.8M |
| Stock Yards Bank & Trust Co. | 0.19% | Add +0.1% | 45,175 | $5.8M |
| Accel Wealth Management | 2.16% | Reduce -0.9% | 45,168 | $5.8M |
| Cypress Wealth Services, LLC | 1.19% | Reduce -3.6% | 45,080 | $5.8M |
| PFG Investments, LLC | 0.37% | Reduce -26.0% | 44,958 | $5.8M |
| MidAtlantic Capital Management, Inc. | 4.17% | Add +0.3% | 44,493 | $5.7M |
| Busey Bank | 0.19% | Reduce -8.1% | 44,466 | $5.7M |
| Wealth Management Associates, Inc. | 2.45% | Add +0.1% | 43,381 | $5.6M |
| OneDigital Investment Advisors LLC | 0.06% | Reduce -1.6% | 42,825 | $5.5M |
| Walter & Keenan Wealth Management LLC /in/ | 1.67% | Add +0.6% | 42,755 | $5.5M |
| Verity & Verity, LLC | 0.54% | Add +0.2% | 42,648 | $5.5M |
| Childress Capital Advisors, LLC | 1.44% | New | 41,608 | $5.3M |
| Daiichi Life Insurance Co., Ltd. | 0.13% | Reduce -29.9% | 41,107 | $5.3M |
| West Bancorporation Inc. | 3.51% | Reduce -1.9% | 41,047 | $5.3M |
| Principal Securities, Inc. | 0.13% | Reduce -3.6% | 40,923 | $5.2M |
| Uptick Partners, LLC | 2.22% | Add +269.0% | 40,872 | $5.2M |
| Sowell Financial Services LLC | 0.24% | Reduce -5.4% | 40,468 | $5.2M |
| Arcataur Capital Management LLC | 1.75% | Reduce -0.3% | 40,431 | $5.2M |
| Telos Capital Management, Inc. | 0.54% | Reduce -1.1% | 40,395 | $5.2M |
| Hofer & Associates. Inc | 3.56% | Add +0.5% | 40,208 | $5.2M |
| FFG Retirement Advisors LLC | 3.34% | Reduce -0.6% | 40,050 | $5.1M |
| CoreFirst Bank & Trust | 2.96% | Reduce -5.1% | 39,927 | $5.1M |
| Thrive Capital Management, LLC | 2.37% | Reduce -23.2% | 39,283 | $5.0M |
| Creative Financial Designs Inc. | 0.42% | Add +12.0% | 39,255 | $5.0M |
| Cary Street Partners Investment Advisory LLC | 0.18% | Add +6.5% | 39,111 | $5.0M |
| Wealthspan Partners, LLC | 2.45% | Add +3.9% | 38,753 | $5.0M |
| Haverford Trust Co | 0.05% | Add +0.2% | 38,730 | $5.0M |
| CoreCap Advisors, LLC | 0.23% | New | 38,653 | $5.0M |
| Sigma Planning Corp | 0.15% | Add +0.1% | 38,576 | $4.9M |
| CVA Family Office, LLC | 0.80% | Add +2.0% | 38,571 | $4.9M |
| Level Four Advisory Services, LLC | 0.21% | Reduce -1.9% | 38,627 | $4.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.42% | Add +264.3% | 38,313 | $4.9M |
| Semmax Financial Advisors Inc. | 1.35% | Add +3.2% | 37,266 | $4.9M |
| Breakwater Investment Management | 2.01% | Reduce -12.9% | 37,564 | $4.8M |
| Consolidated Portfolio Review Corp | 1.07% | Add +1.1% | 37,428 | $4.8M |
| Covington Investment Advisors Inc. | 0.72% | Add +1.1% | 37,171 | $4.8M |
| Personal Cfo Solutions, LLC | 0.66% | Add +0.1% | 37,068 | $4.8M |
| McGlone Suttner Wealth Management, Inc. | 0.98% | Reduce -19.2% | 36,805 | $4.7M |
| Highland Financial Advisors, LLC | 1.67% | Reduce -62.8% | 36,723 | $4.7M |
| Sweeney & Michel, LLC | 1.84% | Reduce -1.3% | 35,598 | $4.7M |
| Foundations Investment Advisors, LLC | 0.10% | Reduce -5.0% | 36,128 | $4.6M |
| tru Independence LLC | 1.35% | Reduce -1.0% | 35,845 | $4.6M |
| Rockland Trust Co. | 0.23% | Reduce -0.9% | 35,818 | $4.6M |
| Rosenberg Matthew Hamilton | 1.20% | Reduce -4.7% | 35,813 | $4.6M |
| MSH Capital Advisors LLC | 1.40% | Add +6.4% | 35,728 | $4.6M |
| Wilmington Savings Fund Society, FSB | 0.08% | Add +880.1% | 35,527 | $4.6M |
| Wealthspire Retirement, LLC | 0.37% | Reduce -3.3% | 35,245 | $4.5M |
| NORTHSTAR ASSET MANAGEMENT Co | 1.03% | Add +0.7% | 35,185 | $4.5M |
| Lane & Associates LLC | 2.45% | Add +9.9% | 35,080 | $4.5M |
| Brown Brothers Harriman & Co. | 0.03% | Add +379.9% | 35,032 | $4.5M |
| Curran Financial Partners, LLC | 1.27% | Add +2.6% | 34,978 | $4.5M |
| SageView Advisory Group, LLC | 0.23% | Reduce -3.8% | 34,926 | $4.5M |
| Mill Creek Capital Advisors, LLC | 0.11% | Reduce -20.6% | 34,724 | $4.5M |
| Ironsides Asset Advisors, LLC | 1.28% | Reduce -2.9% | 34,424 | $4.4M |
| J.W. Cole Advisors, Inc. | 0.18% | Reduce -0.3% | 34,355 | $4.4M |
| Embree Financial Group | 0.78% | Reduce -1.4% | 34,321 | $4.4M |
| Sovereign Financial Group, Inc. | 1.02% | Add +8.9% | 34,122 | $4.4M |
| Everett Harris & Co. | 0.05% | Reduce -0.9% | 34,116 | $4.4M |
| SWS Partners | 1.38% | Reduce -0.5% | 33,849 | $4.3M |
| Ritholtz Wealth Management | 0.13% | Reduce -10.7% | 33,827 | $4.3M |
| Hanover Advisors Inc. | 1.81% | Reduce -1.7% | 33,598 | $4.3M |
| Apollon Wealth Management, LLC | 0.12% | Add +1.4% | 33,291 | $4.3M |
| Kohmann Bosshard Financial Services, LLC | 0.53% | No change | 33,193 | $4.3M |
| Geneos Wealth Management Inc. | 0.16% | Reduce -3.4% | 32,837 | $4.2M |
| Wealth Management Partners, LLC | 1.94% | Reduce -3.9% | 32,613 | $4.2M |
| Advisors Capital Management, LLC | 0.07% | Reduce -2.5% | 32,556 | $4.2M |
| Phoenix Financial Ltd. | 0.06% | Reduce -22.6% | 32,274 | $4.1M |
| CORDA Investment Management, LLC. | 0.32% | Reduce -3.0% | 32,014 | $4.1M |
| PAX Financial Group, LLC | 0.73% | Reduce -3.3% | 31,967 | $4.1M |
| B. Riley Wealth Advisors, Inc. | 0.11% | Reduce -7.2% | 31,968 | $4.1M |
| Stuart Chaussee & Associates, Inc. | 1.07% | Reduce -2.7% | 31,857 | $4.1M |
| Kapstone Financial Advisors LLC | 2.46% | Reduce -1.4% | 31,812 | $4.1M |
| Onyx Bridge Wealth Group LLC | 0.61% | Add +27.5% | 31,441 | $4.0M |
| Capital Investment Advisory Services, LLC | 0.38% | Add +2.5% | 31,190 | $4.0M |
| Benjamin Edwards Inc. | 0.06% | New | 31,180 | $4.0M |
| Focus Partners Advisor Solutions, LLC | 0.08% | Add +4.1% | 31,142 | $4.0M |
| Bridgewealth Advisory Group, LLC | 1.45% | Add +4.0% | 31,135 | $4.0M |
| Lake Street Advisors Group, LLC | 0.18% | Reduce -6.0% | 31,134 | $4.0M |
| MAI Capital Management | 0.04% | Add +3.6% | 30,968 | $4.0M |
| Quantum Capital Management, LLC / NJ | 0.41% | Reduce -0.4% | 30,901 | $4.0M |
| Prospera Financial Services Inc | 0.10% | Add +1.0% | 30,636 | $3.9M |
| Petix & Botte Co | 1.05% | Reduce -0.4% | 30,692 | $3.9M |
| New Century Financial Group, LLC | 1.44% | Add +2.5% | 30,623 | $3.9M |
| LifeSteps Financial, Inc. | 3.06% | Reduce -1.1% | 30,535 | $3.9M |
| Donaldson Capital Management, LLC | 0.15% | Reduce -4.7% | 30,508 | $3.9M |
| Macquarie Group Ltd. | 0.00% | Reduce -9.6% | 30,484 | $3.9M |
| Burns J W & Co. Inc. | 0.51% | Add +0.2% | 30,422 | $3.9M |
| Bantamac Capital, LLC | 1.87% | Reduce -16.3% | 30,271 | $3.9M |
| Carmichael Hill & Associates, Inc. | 1.43% | Add +1.1% | 30,196 | $3.9M |
| Cannon Wealth Management Services, LLC | 3.51% | — | 29,962 | $3.8M |
| Parkside Financial Bank & Trust | 0.54% | Add +7.5% | 29,951 | $3.8M |
| IHT Wealth Management, LLC | 0.11% | Add +17.1% | 29,959 | $3.8M |
| Fiduciary Group, LLC | 0.39% | Add +98.5% | 29,769 | $3.8M |
| Ally Invest Advisors Inc. | 0.34% | Reduce -3.9% | 29,739 | $3.8M |
| Armstrong Advisory Group, Inc. | 0.31% | Add +11.3% | 29,601 | $3.8M |
| Ayalon Insurance Comp Ltd. | 1.18% | Reduce -0.2% | 29,545 | $3.8M |
| Cornell Pochily Investment Advisors, Inc. | 1.31% | Add +0.4% | 29,429 | $3.8M |
| Trinity Financial Advisors LLC | 1.68% | Reduce -10.3% | 48,764 | $3.8M |
| R. W. Roge & Company, Inc. | 2.00% | Reduce -6.0% | 29,269 | $3.8M |
| Simon Quick Advisors, LLC | 0.24% | Add +0.1% | 29,055 | $3.7M |
| Pacific Center for Financial Services | 0.98% | Add +8.6% | 28,961 | $3.7M |
| Ausdal Financial Partners, Inc. | 0.38% | Reduce -4.2% | 28,820 | $3.7M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +7.0% | 28,143 | $3.7M |
| Cornerstone Advisors Asset Management, LLC | 0.81% | Add +5.2% | 28,747 | $3.7M |
| Orion Capital Management LLC | 1.78% | Reduce -3.3% | 28,575 | $3.7M |
| Atticus Wealth Management, LLC | 1.17% | Add +1.7% | 28,539 | $3.7M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -10.0% | 28,389 | $3.6M |
| Orion Portfolio Solutions, LLC | 0.04% | Reduce -10.0% | 28,389 | $3.6M |
| Daymark Wealth Partners, LLC | 0.15% | Reduce -9.9% | 28,332 | $3.6M |
| Culbertson A N & Co. Inc. | 0.58% | Add +0.5% | 28,273 | $3.6M |
| Flagstar Securities, Inc. | 0.92% | Reduce -7.1% | 28,249 | $3.6M |
| Bangor Savings Bank | 0.34% | Reduce -2.8% | 28,238 | $3.6M |
| Financial Advocates Investment Management | 0.20% | Reduce -3.3% | 28,071 | $3.6M |
| Savant Capital, LLC | 0.03% | Add +50.8% | 28,043 | $3.6M |
| Oxinas Partners, LLC | 2.20% | Add +10.1% | 28,033 | $3.6M |
| Richard C. Young & CO., LTD. | 0.39% | Add +1.7% | 28,020 | $3.6M |
| Hayek Kallen Investment Management | 1.26% | Add +218.6% | 60,362 | $3.6M |
| Voya Financial Advisors, Inc. | 0.38% | Add +1.3% | 27,595 | $3.5M |
| Trust Co | 0.42% | Add +1.7% | 27,469 | $3.5M |
| Triangle Securities Wealth Management | 0.91% | Reduce -2.0% | 27,346 | $3.5M |
| Trust Co. of Vermont | 0.17% | Add +19.1% | 27,180 | $3.5M |
| AdvisorNet Financial, Inc | 0.26% | Add +36.8% | 27,119 | $3.5M |
| Lion Street Advisors, LLC | 1.21% | Reduce -7.4% | 27,077 | $3.5M |
| Verdence Capital Advisors LLC | 0.28% | Add +1.4% | 26,968 | $3.5M |
| Delta Financial Advisors LLC | 1.25% | Add +5.3% | 26,942 | $3.5M |
| Strengthening Families & Communities, LLC | 0.87% | Add +2.4% | 26,600 | $3.4M |
| RFG Advisory, LLC | 0.10% | Add +26.5% | 26,534 | $3.4M |
| Perigon Wealth Management, LLC | 0.09% | New | 26,524 | $3.4M |
| Blue Barn Wealth, LLC | 1.74% | Reduce -0.6% | 26,452 | $3.4M |
| Silverlake Wealth Management LLC | 1.30% | Add +1.8% | 26,387 | $3.4M |
| Wells Financial Advisors INC | 4.56% | Reduce -43.4% | 26,341 | $3.4M |
| Advisor OS, LLC | 0.33% | Add +0.2% | 25,991 | $3.3M |
| Lowe Wealth Advisors, LLC | 1.43% | Add +5.3% | 25,841 | $3.3M |
| Financial Counselors Inc. | 0.05% | Add +1.2% | 25,835 | $3.3M |
| Parsons Capital Management Inc. | 0.21% | Reduce -11.8% | 25,769 | $3.3M |
| Legacy Advisors, LLC | 0.36% | No change | 25,748 | $3.3M |
| Signet Financial Management, LLC | 0.42% | Reduce -2.2% | 25,716 | $3.3M |
| Choate Investment Advisors | 0.08% | Add +7.6% | 25,704 | $3.3M |
| Montecito Bank & Trust | 0.56% | Reduce -0.4% | 25,629 | $3.3M |
| Royal Fund Management, LLC | 0.23% | Add +108.8% | 25,444 | $3.3M |
| Mainsail Asset Management, LLC | 2.43% | Add +0.2% | 25,560 | $3.3M |
| Founders Financial Alliance, LLC | 0.91% | Reduce -1.9% | 25,554 | $3.3M |
| Old Port Advisors | 0.91% | Reduce -5.6% | 25,490 | $3.3M |
| Renaissance Technologies | 0.00% | New | 25,363 | $3.3M |
| Tiaa Trust, National Association | 0.01% | Reduce -3.1% | 25,292 | $3.2M |
| New Covenant Trust Company, N.A. | 3.10% | Reduce -0.1% | 25,055 | $3.2M |
| Davidson Trust Co. | 1.64% | Add +28.4% | 24,895 | $3.2M |
| Guyasuta Investment Advisors Inc. | 0.20% | Reduce -20.8% | 24,868 | $3.2M |
| Cambridge Capital Management, LLC | 2.09% | Add +0.3% | 24,720 | $3.2M |
| MJP Associates Inc. | 0.60% | Add +0.6% | 24,708 | $3.2M |
| Mechanics Bank Trust Department | 0.42% | Add +1.1% | 24,660 | $3.2M |
| Pekin Hardy Strauss, Inc. | 0.40% | Add +1.3% | 24,514 | $3.1M |
| Simplicity Wealth,LLC | 0.29% | Reduce -6.7% | 24,418 | $3.1M |
| Jane Street Group, LLC | 0.01% | New | 24,347 | $3.1M |
| EverSource Wealth Advisors, LLC | 0.20% | Reduce -1.8% | 24,185 | $3.1M |
| German American Bancorp, Inc. | 0.33% | Add +1.3% | 24,121 | $3.1M |
| Bowman & Co S.C. | 1.63% | Add +0.8% | 24,048 | $3.1M |
| FRG Family Wealth Advisors LLC | 0.55% | Reduce -0.9% | 24,021 | $3.1M |
| Sapient Capital LLC | 0.06% | Reduce -0.3% | 23,968 | $3.1M |
| Prudential Financial Inc. | 0.00% | Add +0.1% | 23,901 | $3.1M |
| Manchester Capital Management LLC | 0.36% | Reduce -4.9% | 23,780 | $3.0M |
| Archford Capital Strategies, LLC | 0.46% | Add +1.4% | 23,238 | $3.0M |
| Wedmont Private Capital | 0.17% | Add +8.9% | 23,763 | $3.0M |
| Forza Wealth Management, LLC | 1.39% | Add +1.3% | 23,638 | $3.0M |
| Stratos Wealth Advisors, LLC | 0.14% | Add +13.1% | 23,577 | $3.0M |
| Snowden Capital Advisors LLC | 0.09% | Add +6.5% | 23,511 | $3.0M |
| Advisor Resource Council | 1.35% | Add +32.6% | 23,212 | $3.0M |
| Keystone Financial Planning, Inc. | 0.90% | Reduce -7.5% | 23,133 | $3.0M |
| World Investment Advisors | 0.09% | Add +451.3% | 22,939 | $2.9M |
| Schroder Investment Management Group | 0.00% | Add +100.5% | 22,914 | $2.9M |
| Graypoint LLC | 0.19% | Add +1.2% | 22,789 | $2.9M |
| Meridian Wealth Management, LLC | 0.14% | New | 22,638 | $2.9M |
| Warner Financial, Inc. | 1.29% | Add +2.6% | 22,632 | $2.9M |
| Avidian Wealth Enterprises, LLC | 0.13% | Add +0.2% | 22,506 | $2.9M |
| Seneca House Advisors | 1.21% | Add +7.2% | 22,443 | $2.9M |
| StrongBox Wealth, LLC | 1.23% | Add +3.1% | 22,311 | $2.9M |
| Saxon Interests, Inc. | 1.29% | Add +6.5% | 22,101 | $2.8M |
| Panoramic Investment Advisors, LLC | 1.95% | — | 22,053 | $2.8M |
| Signature Estate & Investment Advisors LLC | 0.07% | Reduce -3.2% | 22,047 | $2.8M |
| 1900 Wealth Management LLC | 0.24% | Add +0.2% | 22,028 | $2.8M |
| Platform Technology Partners | 0.89% | No change | 21,996 | $2.8M |
| Integrity Wealth Solutions LLC | 1.62% | Add +7.6% | 21,611 | $2.8M |
| Diversified Portfolios, Inc. | 0.29% | No change | 21,596 | $2.8M |
| Intellectus Partners, LLC | 0.70% | Reduce -0.2% | 21,350 | $2.7M |
| Connecticut Wealth Management, LLC | 0.13% | Reduce -4.6% | 21,342 | $2.7M |
| Burke & Herbert Bank & Trust Co. | 0.64% | Add +10.3% | 21,341 | $2.7M |
| Alpha Cubed Investments, LLC | 0.12% | Add +22.0% | 21,282 | $2.7M |
| Prudent Man Advisors, LLC | 0.91% | Reduce -1.0% | 21,280 | $2.7M |
| Scotia Capital Inc. | 0.01% | Add +31.4% | 20,970 | $2.7M |
| Western Wealth Management, LLC | 0.15% | Add +4.0% | 20,815 | $2.7M |
| Citizens National Bank Trust Department | 0.56% | Add +1.1% | 20,731 | $2.7M |
| Compass Ion Advisors, LLC | 0.32% | Add +20.4% | 20,694 | $2.7M |
| Northstar Group, Inc. | 0.48% | Add +9.7% | 20,558 | $2.6M |
| U.S. Capital Wealth Advisors, LLC | 0.09% | Add +3.5% | 20,542 | $2.6M |
| Whittier Trust Co. of Nevada Inc. | 0.07% | Add +0.1% | 20,409 | $2.6M |
| Rwa Wealth Partners, LLC | 0.03% | Reduce -0.6% | 20,293 | $2.6M |
| Private Portfolio Partners LLC | 0.49% | New | 20,242 | $2.6M |
| Cozad Asset Management Inc. | 0.25% | Add +4.1% | 20,188 | $2.6M |
| Confluence Wealth Services, Inc. | 0.19% | Reduce -8.4% | 20,173 | $2.6M |
| Eukles Asset Management | 1.04% | Reduce -3.7% | 20,125 | $2.6M |
| Betterment LLC | 0.01% | Add +5.4% | 20,045 | $2.6M |
| Mount Lucas Management LP | 0.87% | Add +0.7% | 19,970 | $2.6M |
| GTS Securities LLC | 0.05% | Add +584.5% | 19,934 | $2.6M |
| Thoroughbred Financial Services, LLC | 0.16% | Reduce -0.3% | 19,921 | $2.6M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Reduce -1.8% | 19,851 | $2.5M |
| TRUE Private Wealth Advisors | 0.30% | Reduce -2.1% | 19,740 | $2.5M |
| Jackson Wealth Management, LLC | 0.30% | Add +82.0% | 19,738 | $2.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +14.7% | 19,800 | $2.5M |
| Citizens Financial Group Inc. | 0.05% | Add +20.1% | 19,294 | $2.5M |
| VeraBank, N.A. | 0.72% | Add +0.1% | 19,266 | $2.5M |
| Diversify Advisory Services, LLC | 0.13% | Reduce -3.5% | 18,846 | $2.5M |
| North Star Asset Management Inc. | 0.11% | Reduce -0.6% | 19,041 | $2.4M |
| Pallas Capital Advisors LLC | 0.10% | Add +19.1% | 18,813 | $2.4M |
| Sageworth Trust Co | 0.15% | Reduce -57.6% | 18,985 | $2.4M |
| Kovack Advisors, Inc. | 0.26% | Add +5.5% | 18,854 | $2.4M |
| Lodestar Private Asset Management LLC | 0.30% | Reduce -0.0% | 18,636 | $2.4M |
| WCG Wealth Advisors LLC | 0.16% | Add +4.0% | 18,476 | $2.4M |
| CX Institutional | 0.10% | Reduce -4.3% | 18,428 | $2.4M |
| Bensler, LLC | 0.30% | Reduce -4.4% | 18,376 | $2.4M |
| FinTrust Capital Advisors, LLC | 0.40% | Reduce -0.7% | 18,305 | $2.3M |
| Fonville Wealth Management LLC | 0.80% | Add +1.6% | 18,167 | $2.3M |
| Meritage Portfolio Management | 0.14% | Reduce -1.8% | 18,143 | $2.3M |
| Koshinski Asset Management, Inc. | 0.20% | Reduce -0.9% | 17,988 | $2.3M |
| Independent Wealth Network Inc. | 1.02% | Add +1.9% | 17,927 | $2.3M |
| Collective Family Office LLC | 0.62% | Add +0.3% | 17,830 | $2.3M |
| Ascent Group, LLC | 0.17% | Add +3.8% | 17,786 | $2.3M |
| Citadel Advisors | 0.00% | Add +44.9% | 17,703 | $2.3M |
| First Citizens Bank & Trust Co. | 0.05% | Add +5.8% | 17,658 | $2.3M |
| Colony Family Offices, LLC | 0.70% | No change | 17,649 | $2.3M |
| Obermeyer Wealth Partners | 0.12% | No change | 17,629 | $2.3M |
| Roundview Capital LLC | 0.16% | Reduce -5.0% | 17,613 | $2.3M |
| Blankinship & Foster, LLC | 0.55% | No change | 17,560 | $2.3M |
| Franklin Resources Inc. | 0.00% | Add +7.0% | 17,122 | $2.2M |
| OMNI 360 Wealth, Inc. | 1.54% | Add +3.8% | 17,485 | $2.2M |
| Consultiva Wealth Management, Corp. | 17.82% | No change | 17,468 | $2.2M |
| Farther Finance Advisors, LLC | 0.08% | Reduce -3.0% | 17,384 | $2.2M |
| Mraz, Amerine & Associates, Inc. | 0.40% | Reduce -0.6% | 17,290 | $2.2M |
| BOK Financial Private Wealth, Inc. | 0.16% | Add +0.1% | 17,181 | $2.2M |
| My Personal CFO, LLC | 1.21% | No change | 17,165 | $2.2M |
| Harbor Investment Advisory, LLC | 0.22% | Reduce -0.6% | 17,076 | $2.2M |
| Bouchey Financial Group, Ltd. | 0.20% | Add +0.5% | 17,033 | $2.2M |
| Formidable Asset Management, LLC | 0.35% | Reduce -21.1% | 17,018 | $2.2M |
| Capital Advantage, Inc. | 0.42% | Reduce -5.3% | 16,944 | $2.2M |
| Lebenthal Global Advisors, LLC | 0.44% | Add +2.6% | 16,922 | $2.2M |
| Neuberger Berman Group LLC | 0.00% | Add +188.1% | 16,908 | $2.2M |
| Johnson Investment Counsel Inc. | 0.02% | Reduce -8.0% | 16,892 | $2.2M |
| Janus Henderson Group PLC | 0.00% | Reduce -45.5% | 16,806 | $2.2M |
| Tradition Wealth Management, LLC | 0.19% | Reduce -0.8% | 16,733 | $2.1M |
| Keystone Financial Group | 0.27% | New | 16,666 | $2.1M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.06% | Add +13.1% | 16,637 | $2.1M |
| Kingswood Wealth Advisors, LLC | 0.15% | Add +80.5% | 16,554 | $2.1M |
| Leavell Investment Management, Inc. | 0.11% | Reduce -5.0% | 16,447 | $2.1M |
| Investmark Advisory Group LLC | 1.02% | Reduce -1.4% | 16,340 | $2.1M |
| Lake Hills Wealth Management, LLC | 1.40% | Reduce -4.2% | 16,296 | $2.1M |
| Pennsylvania Capital Management Inc. | 0.75% | No change | 16,258 | $2.1M |
| First Merchants Corp. | 0.08% | Reduce -0.8% | 16,255 | $2.1M |
| Webster Bank, N. A. | 0.22% | Add +3.5% | 16,231 | $2.1M |
| Circle Wealth Management, LLC | 0.05% | Reduce -32.6% | 16,219 | $2.1M |
| Diversified Trust Co. | 0.05% | Add +18.2% | 16,211 | $2.1M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +3.4% | 16,206 | $2.1M |
| Carolinas Wealth Consulting LLC | 0.38% | No change | 16,201 | $2.1M |
| Kuhn & Co Investment Counsel | 1.77% | Reduce -0.5% | 16,195 | $2.1M |
| Weaver Consulting Group | 0.66% | Add +0.0% | 16,140 | $2.1M |
| Diversify Wealth Management, LLC | 0.20% | Add +691.7% | 15,834 | $2.1M |
| Legacies Wealth LLC | 1.63% | No change | 16,007 | $2.1M |
| Logan Capital Management Inc. | 0.08% | Reduce -1.3% | 15,991 | $2.1M |
| Rockingstone Advisors LLC | 1.00% | Reduce -17.7% | 15,960 | $2.0M |
| Regal Investment Advisors LLC | 0.14% | Reduce -6.2% | 15,922 | $2.0M |
| Capital City Trust Co. | 0.51% | Add +0.0% | 15,890 | $2.0M |
| Oxford Financial Group, LTD. LLC | 0.13% | No change | 15,875 | $2.0M |
| Carr Financial Group Corp | 0.60% | Reduce -30.0% | 15,810 | $2.0M |
| Arrowroot Family Office, LLC | 1.18% | Reduce -11.8% | 15,789 | $2.0M |
| Essex Bank | 0.50% | Add +4.1% | 15,775 | $2.0M |
| QRG Capital Management, Inc. | 0.02% | Add +34.3% | 15,761 | $2.0M |
| Vicus Capital | 0.18% | Reduce -1.7% | 15,750 | $2.0M |
| Carnegie Investment Counsel | 0.06% | Add +2.0% | 15,651 | $2.0M |
| Glass Jacobson Investment Advisors llc | 0.66% | Reduce -2.8% | 15,607 | $2.0M |
| Arq Wealth Advisors, LLC | 0.76% | Add +5.9% | 15,687 | $2.0M |
| Joseph Group Capital Management | 0.76% | Reduce -1.0% | 15,425 | $2.0M |
| McNamara Financial Services, Inc. | 0.39% | Add +0.0% | 15,407 | $2.0M |
| Orgel Wealth Management, LLC | 0.05% | Add +1.7% | 15,367 | $2.0M |
| Auour Investments LLC | 0.70% | Reduce -20.3% | 15,303 | $2.0M |
| HUB Investment Partners, LLC | 0.08% | Reduce -2.4% | 15,015 | $1.9M |
| Bristlecone Advisors, LLC | 0.15% | Reduce -2.6% | 14,922 | $1.9M |
| SP Asset Management LLC | 0.16% | Add +0.7% | 14,887 | $1.9M |
| Columbus Macro, LLC | 0.69% | No change | 14,805 | $1.9M |
| Pacific Sun Financial Corp | 1.04% | Reduce -4.8% | 14,691 | $1.9M |
| FF Advisors,LLC | 1.21% | No change | 14,228 | $1.9M |
| New Insight Wealth Advisors | 0.97% | Reduce -7.4% | 14,448 | $1.9M |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.87% | Add +0.8% | 14,423 | $1.8M |
| New England Private Wealth Advisors LLC | 0.30% | Add +2.3% | 14,415 | $1.8M |
| Capital Advisors Inc. | 0.04% | Reduce -1.3% | 14,376 | $1.8M |
| AIMZ Investment Advisors, LLC | 0.63% | Reduce -2.1% | 14,354 | $1.8M |
| Glassman Wealth Services | 0.31% | No change | 14,343 | $1.8M |
| SRH Advisors, LLC | 0.56% | Reduce -8.2% | 14,337 | $1.8M |
| Private Trust Co. NA | 0.18% | Add +1.4% | 14,247 | $1.8M |
| Opes Wealth Management LLC | 0.35% | Reduce -2.5% | 14,241 | $1.8M |
| Redhawk Wealth Advisors, Inc. | 0.26% | Reduce -1.7% | 14,181 | $1.8M |
| Mgo One Seven LLC | 0.08% | Reduce -3.2% | 14,166 | $1.8M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +0.1% | 14,095 | $1.8M |
| Financial Insights, Inc. | 0.59% | Add +22.4% | 14,072 | $1.8M |
| Fifth Third Bancorp | 0.01% | Add +18.7% | 14,064 | $1.8M |
| Main Street Financial Solutions, LLC | 0.16% | Add +4.5% | 14,009 | $1.8M |
| AlTi Global, Inc. | 0.04% | Reduce -2.8% | 13,979 | $1.8M |
| North Star Investment Management Corp. | 0.12% | Reduce -12.5% | 13,745 | $1.8M |
| Rehmann Capital Advisory Group | 0.11% | Add +9.0% | 13,665 | $1.8M |
| Brighton Jones LLC | 0.07% | Add +0.1% | 13,659 | $1.8M |
| Beacon Financial Advisory LLC | 0.59% | Add +16.0% | 13,624 | $1.7M |
| Integrated Investment Consultants, LLC | 0.38% | Add +737.5% | 107,880 | $1.7M |
| Creekside Partners | 0.90% | Add +6.2% | 13,561 | $1.7M |
| Coldstream Capital Management Inc. | 0.04% | Reduce -2.1% | 13,536 | $1.7M |
| 360 Financial, Inc. | 0.64% | Add +4.1% | 13,479 | $1.7M |
| Westfuller Advisors, LLC | 1.23% | — | 13,369 | $1.7M |
| Dakota Wealth Management | 0.04% | Reduce -4.7% | 13,365 | $1.7M |
| KCM Investment Advisors LLC | 0.06% | Reduce -1.2% | 13,344 | $1.7M |
| Ancora Advisors LLC | 0.04% | Add +0.9% | 13,270 | $1.7M |
| Cahill Financial Advisors Inc. | 0.23% | Reduce -2.3% | 13,270 | $1.7M |
| Verus Capital Partners, LLC | 0.17% | Add +0.7% | 13,164 | $1.7M |
| Red Tortoise LLC | 0.85% | Reduce -1.2% | 13,111 | $1.7M |
| ZWJ Investment Counsel Inc. | 0.07% | Add +1.9% | 12,986 | $1.7M |
| Lanark Financial, Inc. | 0.14% | Add +20.9% | 12,968 | $1.7M |
| Tempus Wealth Planning, LLC | 0.61% | Reduce -0.6% | 12,964 | $1.7M |
| Burkett Financial Services, LLC | 0.68% | Reduce -3.1% | 12,888 | $1.7M |
| Interactive Financial Advisors, Inc. | 0.83% | Add +1.2% | 12,592 | $1.6M |
| Northcape Wealth Management, LLC | 0.53% | Reduce -0.2% | 12,569 | $1.6M |
| Flputnam Investment Management Co. | 0.03% | Add +761.1% | 112,019 | $1.6M |
| NorthRock Partners, LLC | 0.05% | Reduce -16.5% | 12,497 | $1.6M |
| Arkadios Wealth Advisors | 0.09% | Reduce -4.3% | 12,456 | $1.6M |
| Mosaic Family Wealth Partners, LLC | 0.24% | No change | 12,414 | $1.6M |
| Duncker Streett & Co. Inc. | 0.29% | Reduce -10.7% | 12,410 | $1.6M |
| Midland Wealth Advisors, LLC | 0.09% | Add +142.1% | 12,399 | $1.6M |
| Tyler-Stone Wealth Management | 0.30% | Add +101.0% | 12,370 | $1.6M |
| N.E.W. Advisory Services LLC | 0.16% | Add +38.6% | 12,294 | $1.6M |
| Gables Capital Management Inc. | 0.80% | No change | 12,291 | $1.6M |
| Opinicus Capital, Inc. | 1.26% | Add +1.1% | 12,283 | $1.6M |
| Founders Financial Securities LLC | 0.14% | Reduce -22.6% | 12,251 | $1.6M |
| Mather Group, Llc. | 0.02% | Reduce -17.4% | 12,193 | $1.6M |
| Tudor Investment Corporation | 0.02% | New | 12,172 | $1.6M |
| BlackRock, Inc. | 0.00% | — | 12,113 | $1.6M |
| Evoke Wealth, LLC | 0.04% | New | 12,108 | $1.6M |
| Walkner Condon Financial Advisors LLC | 0.32% | Add +3.4% | 12,092 | $1.6M |
| CGN Advisors LLC | 0.16% | Add +16.8% | 12,075 | $1.5M |
| Patten Group, Inc. | 0.34% | Add +12.3% | 12,066 | $1.5M |
| Constant Guidance Financial LLC | 1.31% | Add +78.6% | 12,005 | $1.5M |
| Bigelow Investment Advisors, LLC | 0.69% | Add +19.1% | 12,005 | $1.5M |
| Strategic Wealth Partners, Ltd. | 0.15% | Reduce -3.5% | 12,003 | $1.5M |
| MCF Advisors LLC | 0.11% | Add +0.2% | 11,990 | $1.5M |
| Alexander Labrunerie & Co., Inc. | 0.71% | Add +0.3% | 11,924 | $1.5M |
| National Bank of Canada | 0.00% | Reduce -12.7% | 11,867 | $1.5M |
| GLOBALT Investments LLC / GA | 0.06% | Reduce -2.8% | 11,816 | $1.5M |
| Cullen/Frost Bankers, Inc. | 0.02% | Add +14.2% | 11,780 | $1.5M |
| Precedent Wealth Partners, LLC | 0.50% | Add +12.7% | 11,715 | $1.5M |
| Blue Chip Partners, LLC | 0.13% | Add +0.8% | 11,691 | $1.5M |
| Fca Corp. | 0.46% | Add +7.3% | 11,647 | $1.5M |
| Trilogy Capital Inc. | 0.08% | No change | 11,637 | $1.5M |
| Charter Oak Capital Management, LLC | 0.14% | Add +23.2% | 11,628 | $1.5M |
| Moseley Investment Management Inc. | 0.59% | Add +16.3% | 11,622 | $1.5M |
| WMS Partners, LLC | 0.08% | Add +6.6% | 11,595 | $1.5M |
| Red Door Wealth Management, LLC | 0.25% | Add +0.4% | 11,473 | $1.5M |
| Ballentine Partners, LLC | 0.03% | Reduce -9.2% | 11,469 | $1.5M |
| Access Financial Services, Inc. | 0.67% | Reduce -0.5% | 11,447 | $1.5M |
| Spire Wealth Management | 0.05% | Add +1.4% | 11,401 | $1.5M |
| Blake Schutter Theil Wealth Advisors, LLC | 1.05% | — | 11,388 | $1.5M |
| O'ROURKE & COMPANY, Inc | 0.72% | Add +4.5% | 11,280 | $1.4M |
| FAS Wealth Partners, Inc. | 0.12% | Reduce -2.2% | 11,274 | $1.4M |
| Richardson Capital Management LLC | 1.01% | Add +0.1% | 11,266 | $1.4M |
| Strategic Blueprint, LLC | 0.09% | Reduce -15.8% | 11,220 | $1.4M |
| Quartz Partners, LLC | 0.90% | — | 11,195 | $1.4M |
| Ti-Trust, Inc. | 1.02% | Reduce -0.0% | 11,123 | $1.4M |
| Clarity Capital Advisors, LLC | 1.02% | Add +0.4% | 11,101 | $1.4M |
| Trinity Legacy Partners, LLC | 0.37% | Reduce -0.1% | 10,855 | $1.4M |
| Signaturefd, LLC | 0.03% | Reduce -23.9% | 10,978 | $1.4M |
| Mark Sheptoff Financial Planning, LLC | 0.75% | Reduce -5.1% | 10,939 | $1.4M |
| Invst, LLC | 0.17% | Reduce -20.5% | 10,906 | $1.4M |
| Centaurus Financial, Inc. | 0.09% | Reduce -5.6% | 10,868 | $1.4M |
| Capital Group Private Client Services, Inc. | 0.01% | Add +0.4% | 10,825 | $1.4M |
| Brandywine Oak Private Wealth LLC | 0.13% | Reduce -3.8% | 10,799 | $1.4M |
| Cypress Point Wealth Management, LLC | 0.54% | Reduce -9.9% | 10,782 | $1.4M |
| Anchor Investment Management, LLC | 0.13% | Reduce -5.5% | 10,776 | $1.4M |
| Fulcrum Capital LLC | 0.30% | No change | 10,765 | $1.4M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +15.7% | 10,760 | $1.4M |
| 9258 Wealth Management, LLC | 0.20% | Reduce -1.3% | 10,715 | $1.4M |
| Relyea Zuckerberg Hanson LLC | 0.21% | Reduce -6.8% | 10,698 | $1.4M |
| Laird Norton Wetherby Wealth Management, LLC | 0.06% | Add +1.1% | 10,690 | $1.4M |
| Collaborative Wealth Managment Inc. | 0.62% | Reduce -0.3% | 10,671 | $1.4M |
| Arete Wealth Advisors, LLC | 0.12% | Reduce -43.3% | 10,693 | $1.4M |
| Leo Wealth, LLC | 0.12% | Add +66.3% | 10,570 | $1.4M |
| Cibc World Market Inc. | 0.00% | Add +116.9% | 10,497 | $1.3M |
| LVW Advisors, LLC | 0.17% | Reduce -4.6% | 10,480 | $1.3M |
| C M Bidwell & Associates Ltd. | 0.82% | Reduce -2.0% | 10,467 | $1.3M |
| Clarity Financial LLC | 0.16% | Add +7.7% | 10,390 | $1.3M |
| Fairscale Capital, LLC | 1.16% | Reduce -1.5% | 10,359 | $1.3M |
| UMB Bank, n.a. | 0.02% | Add +0.8% | 10,323 | $1.3M |
| Aspiriant, LLC | 0.05% | Add +18.8% | 10,316 | $1.3M |
| Freestone Capital Holdings, LLC | 0.05% | Add +102.5% | 10,299 | $1.3M |
| JT Stratford LLC | 0.23% | Add +4.1% | 10,283 | $1.3M |
| Tradewinds, LLC. | 0.40% | Add +5.6% | 10,229 | $1.3M |
| Novare Capital Management LLC | 0.11% | Reduce -0.6% | 10,185 | $1.3M |
| Smith, Moore & Co. | 0.12% | Add +1.7% | 10,175 | $1.3M |
| Fiducient Advisors LLC | 0.15% | Reduce -9.3% | 10,167 | $1.3M |
| Birchcreek Wealth Management, LLC | 0.85% | Reduce -9.4% | 10,146 | $1.3M |
| Laffer Tengler Investments, Inc. | 0.32% | New | 10,102 | $1.3M |
| LJI Wealth Management, LLC | 0.26% | No change | 10,087 | $1.3M |
| Rothschild Investment LLC | 0.08% | Add +4.8% | 10,083 | $1.3M |
| HM Payson & Co. | 0.02% | Reduce -0.9% | 10,025 | $1.3M |
| CPA Asset Management Group, LLC | 0.61% | No change | 9,933 | $1.3M |
| Smartleaf Asset Management LLC | 0.15% | Add +14.3% | 9,818 | $1.3M |
| CRA Financial Services, LLC | 0.23% | Reduce -1.6% | 9,753 | $1.3M |
| LGL Partners, LLC | 0.17% | No change | 9,693 | $1.2M |
| Alesco Advisors, LLC, An ESL Co | 0.04% | No change | 9,685 | $1.2M |
| Savvy Advisors, Inc. | 0.25% | Add +13.3% | 9,682 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -94.1% | 9,669 | $1.2M |
| HTLF Bank | 0.13% | Reduce -0.5% | 9,644 | $1.2M |
| Fulton Bank, N.A. | 0.05% | Add +15.5% | 9,641 | $1.2M |
| Prossimo Advisors, LLC | 0.89% | No change | 9,545 | $1.2M |
| Klingman & Associates, LLC | 0.08% | Reduce -8.0% | 9,460 | $1.2M |
| Cardiff Park Advisors, LLC | 0.11% | Reduce -0.4% | 9,342 | $1.2M |
| Rossmore Private Capital | 0.15% | No change | 9,317 | $1.2M |
| Patton Albertson Miller Group, LLC | 0.16% | Reduce -2.6% | 9,314 | $1.2M |
| DF Dent & Co. Inc. | 0.01% | Add +0.7% | 9,308 | $1.2M |
| Zuckerman Investment Group, LLC | 0.12% | Reduce -6.8% | 9,265 | $1.2M |
| REDW Wealth LLC | 0.30% | No change | 9,248 | $1.2M |
| Douglass Winthrop Advisors, LLC | 0.02% | No change | 9,170 | $1.2M |
| Park National Corp. | 0.04% | Add +1.9% | 9,159 | $1.2M |
| Ridgecrest Wealth Partners, LLC | 0.61% | Add +8.1% | 9,115 | $1.2M |
| W Advisors, LLC | 0.72% | Reduce -10.6% | 9,094 | $1.2M |
| Holderness Investments Co. | 0.25% | Add +20.1% | 9,065 | $1.2M |
| Luminvest Wealth Management LLC | 0.48% | Add +190.8% | 9,051 | $1.2M |
| Bogart Wealth, LLC | 0.05% | Reduce -1.2% | 9,048 | $1.2M |
| Valley National Advisers Inc. | 0.21% | Reduce -25.2% | 9,045 | $1.2M |
| Integral Investment Advisors, Inc. | 0.31% | Add +2.3% | 9,015 | $1.2M |
| Idaho Trust Co | 0.55% | No change | 8,957 | $1.1M |
| Independence Bank of Kentucky | 0.25% | Add +0.9% | 8,932 | $1.1M |
| HBK Sorce Advisory LLC | 0.03% | Reduce -4.9% | 8,930 | $1.1M |
| Kades & Cheifetz LLC | 0.65% | Add +1.0% | 8,887 | $1.1M |
| Lindbrook Capital, LLC | 0.10% | Reduce -1.0% | 8,838 | $1.1M |
| Cornerstone Wealth Management, LLC | 0.08% | Reduce -0.8% | 8,810 | $1.1M |
| River Street Advisors LLC | 0.62% | Reduce -1.5% | 8,797 | $1.1M |
| Retirement Planning Co of New England, Inc. | 0.56% | Reduce -0.5% | 8,766 | $1.1M |
| Archer Investment Corp | 0.30% | No change | 8,757 | $1.1M |
| Scott Capital Advisors, LLC | 0.32% | Reduce -18.4% | 8,757 | $1.1M |
| Gateway Wealth Partners, LLC | 0.31% | Reduce -1.3% | 8,751 | $1.1M |
| Harvest Volatility Management LLC | 25.51% | No change | 8,738 | $1.1M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -1.1% | 8,695 | $1.1M |
| Eldridge Investment Advisors, Inc. | 0.26% | Reduce -0.1% | 8,623 | $1.1M |
| Harmony Asset Management LLC | 0.41% | Add +6.4% | 8,598 | $1.1M |
| Vantage Financial Partners, LLC | 0.27% | Reduce -3.8% | 8,596 | $1.1M |
| Howland Capital Management LLC | 0.05% | New | 8,588 | $1.1M |
| Strategic Advocates LLC | 0.39% | Add +217.0% | 8,533 | $1.1M |
| Smith Salley Wealth Management | 0.07% | No change | 8,526 | $1.1M |
| G2 Capital Management, LLC / Oh | 0.32% | Reduce -0.4% | 8,522 | $1.1M |
| Fort Sheridan Advisors LLC | 0.17% | Add +12.5% | 8,488 | $1.1M |
| Signal Advisors Wealth, LLC | 0.16% | New | 8,452 | $1.1M |
| Family Asset Management, LLC | 0.65% | Add +26.3% | 8,402 | $1.1M |
| JB Capital LLC | 0.06% | Add +0.6% | 8,398 | $1.1M |
| Magnus Financial Group LLC | 0.11% | Add +2.6% | 8,394 | $1.1M |
| Badgley Phelps Wealth Managers, LLC | 0.03% | Reduce -1.5% | 8,388 | $1.1M |
| First Command Advisory Services, Inc. | 0.01% | Reduce -3.6% | 8,368 | $1.1M |
| Cambridge Financial Group, LLC | 0.45% | No change | 8,363 | $1.1M |
| Mayport, LLC | 0.34% | Reduce -1.5% | 8,360 | $1.1M |
| TFB Advisors LLC | 0.32% | Add +17.0% | 8,336 | $1.1M |
| Sage Investment Advisers LLC | 1.11% | Reduce -0.5% | 8,299 | $1.1M |
| Poehling Capital Management, INC. | 0.27% | No change | 8,276 | $1.1M |
| Vision Capital Management, Inc. | 0.15% | Reduce -0.2% | 8,254 | $1.1M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Add +0.3% | 8,243 | $1.1M |
| Vantage Investment Partners, LLC | 0.09% | Reduce -2.9% | 8,132 | $1.0M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.29% | New | 8,120 | $1.0M |
| Wimmer Associates 1, LLC | 0.51% | Add +7.5% | 8,099 | $1.0M |
| Beaumont Financial Advisors, LLC | 0.08% | Add +2.2% | 8,092 | $1.0M |
| Greenwich Wealth Management LLC | 0.07% | Add +0.4% | 8,059 | $1.0M |
| Marcum Wealth, LLC | 0.10% | Reduce -2.0% | 8,039 | $1.0M |
| Chicago Partners Investment Group LLC | 0.04% | Reduce -0.1% | 7,903 | $1.0M |
| Coastwise Capital Group, LLC | 0.84% | Add +2.5% | 7,994 | $1.0M |
| Larson Financial Group LLC | 0.06% | Add +0.1% | 7,982 | $1.0M |
| MBA Advisors LLC | 0.49% | Reduce -3.5% | 7,970 | $1.0M |
| Per Stirling Capital Management, LLC. | 0.14% | Add +7.3% | 7,957 | $1.0M |
| Transform Wealth, LLC | 0.07% | No change | 7,949 | $1.0M |
| Simplex Trading, LLC | 0.03% | Add +95.3% | 7,944 | $1.0M |
| Morton Capital Management LLC | 0.20% | Add +0.0% | 7,915 | $1.0M |
| Gould Asset Management LLC | 0.22% | Add +2.9% | 7,880 | $1.0M |
| Thrive Wealth Management, LLC | 0.18% | Reduce -10.4% | 7,857 | $1.0M |
| Compass Financial Group, INC | 0.20% | Reduce -9.2% | 7,843 | $1.0M |
| Fortis Group Advisors, LLC | 0.19% | Add +0.1% | 7,818 | $1.0M |
| Plancorp, LLC | 0.04% | Reduce -7.1% | 7,805 | $1.0M |
| Next Capital Management LLC | 0.41% | Add +5.5% | 7,778 | $997K |
| Cedar Wealth Management, LLC | 0.31% | Reduce -0.5% | 7,762 | $995K |
| Jaffetilchin Investment Partners, LLC | 0.08% | Add +4.3% | 7,749 | $993K |
| Curtis Advisory Group, LLC | 0.28% | No change | 7,666 | $983K |
| Southland Equity Partners LLC | 0.24% | Reduce -1.0% | 7,621 | $977K |
| Rockbridge Investment Management, LCC | 0.12% | Reduce -0.2% | 7,510 | $963K |
| Condor Capital Management | 0.09% | No change | 7,498 | $961K |
| Anson Capital, Inc. | 0.86% | Reduce -6.3% | 7,496 | $961K |
| Jackson Hole Capital Partners, LLC | 0.20% | No change | 7,445 | $954K |
| Redmont Wealth Advisors LLC | 1.49% | Add +122.7% | 7,440 | $954K |
| LexAurum Advisors, LLC | 0.21% | Reduce -0.9% | 7,417 | $951K |
| Curi Capital, LLC | 0.02% | No change | 7,414 | $951K |
| ORBA Wealth Advisors, L.L.C. | 0.48% | No change | 7,390 | $947K |
| Lynx Investment Advisory | 0.68% | Add +0.3% | 7,376 | $946K |
| Fifth Third Wealth Advisors LLC | 0.06% | Add +197.1% | 7,374 | $945K |
| Liberty Capital Management, Inc. | 0.21% | No change | 7,359 | $943K |
| Fragasso Financial Advisors Inc | 0.07% | Reduce -4.5% | 7,344 | $942K |
| Key Financial Inc | 0.21% | No change | 7,324 | $939K |
| Madison Wealth Partners, Inc | 0.28% | New | 7,274 | $933K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.14% | Add +0.3% | 7,266 | $932K |
| Sara-Bay Financial | 0.34% | Reduce -13.2% | 7,265 | $931K |
| Aspen Grove Capital, LLC | 0.21% | No change | 7,250 | $929K |
| Qube Research & Technologies Ltd | 0.00% | Add +28.3% | 7,242 | $928K |
| Tobias Financial Advisors, Inc. | 0.19% | Add +1.6% | 7,237 | $928K |
| Paces Ferry Wealth Advisors, LLC | 0.53% | Add +7.2% | 7,233 | $927K |
| Old Mission Investment Co LLC | 0.28% | Reduce -1.5% | 7,194 | $922K |
| Covestor Ltd | 0.58% | Add +7.5% | 7,182 | $921K |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Reduce -17.4% | 7,177 | $920K |
| Glenview Trust Co | 0.02% | Add +0.3% | 7,137 | $915K |
| Courage Miller Partners, LLC | 0.31% | Reduce -0.8% | 7,081 | $908K |
| Willis Johnson & Associates, Inc. | 0.07% | Add +0.0% | 7,075 | $907K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.49% | No change | 7,065 | $906K |
| Ackerman Capital Advisors, LLC | 0.23% | No change | 7,039 | $902K |
| Wedbush Securities Inc. | 0.03% | Add +0.0% | 7,024 | $901K |
| Miramar Capital, LLC | 0.21% | Reduce -3.4% | 7,004 | $898K |
| Continuum Advisory, LLC | 0.11% | Add +0.3% | 6,816 | $894K |
| Mayflower Financial Advisors, LLC | 0.13% | Reduce -3.3% | 6,943 | $890K |
| Greenhouse Wealth Management, LLC | 0.60% | Add +0.7% | 6,941 | $890K |
| TruWealth Advisors, LLC | 0.05% | Reduce -2.8% | 6,931 | $889K |
| Stratos Investment Management, LLC | 0.06% | Reduce -3.3% | 6,912 | $886K |
| Oppenheimer & Co. Inc. | 0.01% | Add +2.4% | 6,912 | $886K |
| West Branch Capital LLC | 0.31% | Reduce -1.6% | 6,908 | $886K |
| Winthrop Advisory Group LLC | 0.11% | Add +0.1% | 6,903 | $885K |
| Steigerwald, Gordon & Koch Inc. | 0.10% | Add +2.7% | 6,889 | $883K |
| Allie Family Office LLC | 0.47% | No change | 6,863 | $880K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -64.2% | 6,764 | $867K |
| Cornerstone Wealth Group, LLC | 0.07% | Add +22.6% | 6,756 | $866K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.33% | Add +1.7% | 6,781 | $863K |
| TD Waterhouse Canada Inc. | 0.01% | Add +5.5% | 6,737 | $861K |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -23.7% | 6,691 | $858K |
| Valley Forge Investment Consultants Inc. Adv | 0.30% | Add +48.2% | 6,687 | $857K |
| Corus Family Wealth Advisors | 0.60% | No change | 6,632 | $850K |
| Apollon Financial, LLC | 0.25% | Add +0.1% | 6,630 | $850K |
| Moller Wealth Partners | 0.21% | Add +75.7% | 6,543 | $839K |
| Thomasville National Bank | 0.06% | Add +124.4% | 6,539 | $838K |
| Tompkins Financial Corp. | 0.08% | No change | 6,505 | $834K |
| Sage Capital Advisors,llc | 0.22% | Add +7.7% | 6,497 | $833K |
| Chatham Capital Group, Inc. | 0.14% | No change | 6,485 | $831K |
| First National Bank Sioux Falls | 0.38% | No change | 6,484 | $831K |
| Boston Mountain Money Management Inc. | 0.48% | Reduce -5.1% | 6,388 | $819K |
| Gray Wealth Management Inc. | 0.32% | Add +0.1% | 6,328 | $811K |
| FourThought Financial Partners, LLC | 0.10% | No change | 6,316 | $810K |
| Verum Partners LLC | 0.24% | Add +0.3% | 6,305 | $808K |
| Marco Investment Management LLC | 0.07% | No change | 6,300 | $808K |
| Blueprint Investment Partners LLC | 0.15% | New | 6,276 | $805K |
| Apella Capital, LLC | 0.03% | Add +6.7% | 6,272 | $803K |
| Hilltop Holdings Inc. | 0.05% | New | 6,252 | $801K |
| Baldwin Wealth Partners LLC | 0.05% | New | 6,218 | $797K |
| Steph & Co. | 0.25% | Reduce -0.5% | 6,206 | $796K |
| Pitcairn Co. | 0.05% | Add +194.2% | 6,173 | $791K |
| TFG Advisers LLC | 0.28% | Reduce -1.0% | 6,154 | $789K |
| Copperwynd Financial, LLC | 0.24% | Add +0.6% | 6,137 | $787K |
| Dynasty Wealth Management, LLC | 0.02% | New | 29,516 | $787K |
| Barry Investment Advisors, LLC | 0.24% | Reduce -9.0% | 6,128 | $786K |
| First National Bank of Mount Dora, Trust Investment Services | 0.18% | No change | 6,107 | $783K |
| FOCUS Wealth Advisors, LLC | 0.39% | No change | 6,107 | $783K |
| Vista Investment Management | 0.29% | Add +0.3% | 6,105 | $783K |
| Bfsg, LLC | 0.09% | Reduce -0.4% | 6,103 | $782K |
| Mogy Joel R Investment Counsel Inc. | 0.05% | Reduce -1.6% | 6,090 | $781K |
| Criterion Capital Advisors, LLC | 0.49% | No change | 6,529 | $774K |
| Patriot Financial Group Insurance Agency, LLC | 0.10% | Reduce -2.9% | 6,034 | $774K |
| Sterling Wealth Management, Inc. | 0.29% | No change | 6,027 | $773K |
| Keystone Wealth Services, LLC | 0.21% | Add +18.1% | 6,011 | $771K |
| Valeo Financial Advisors, LLC | 0.02% | Add +6.2% | 5,941 | $762K |
| Welch Group, LLC | 0.03% | No change | 5,928 | $760K |
| Wynn Capital, LLC | 0.50% | Add +211.4% | 5,892 | $755K |
| Bailard, Inc. | 0.02% | Reduce -86.4% | 5,888 | $755K |
| Caldwell Trust Co | 0.08% | Add +1.4% | 5,876 | $753K |
| Kathleen S. Wright Associates Inc. | 0.31% | Add +18.3% | 5,862 | $751K |
| Mitchell Sinkler & Starr | 0.19% | Add +17.2% | 5,860 | $751K |
| SOL Capital Management CO | 0.08% | Reduce -3.1% | 5,849 | $750K |
| AQR Capital Management | 0.00% | Add +18.3% | 5,838 | $748K |
| HHM Wealth Advisors, LLC | 0.11% | No change | 5,836 | $748K |
| Birch Hill Investment Advisors LLC | 0.04% | No change | 5,818 | $746K |
| Pension & Wealth Management Advisors, Inc. | 0.38% | Add +7.8% | 5,805 | $744K |
| Compound Planning, Inc. | 0.05% | Reduce -2.7% | 5,799 | $743K |
| Angeles Wealth Management, LLC | 0.06% | Reduce -2.4% | 5,798 | $743K |
| Lee Danner & Bass Inc. | 0.05% | No change | 5,758 | $738K |
| SeaCrest Wealth Management, LLC | 0.08% | Add +43.6% | 5,751 | $737K |
| LifePro Asset Management | 0.45% | Add +2.6% | 5,730 | $735K |
| Clarity Capital Partners LLC | 0.43% | No change | 5,703 | $731K |
| LongView Wealth Management | 0.23% | Add +13.2% | 5,688 | $729K |
| Richwood Investment Advisors, LLC | 0.60% | Reduce -4.9% | 5,657 | $725K |
| First Trust Direct Indexing L.P. | 0.04% | Add +87.7% | 5,655 | $725K |
| Taylor & Morgan Wealth Management, LLC | 0.49% | Add +0.5% | 5,645 | $724K |
| Towerpoint Wealth, LLC | 0.34% | New | 5,627 | $721K |
| Moloney Securities Asset Management, LLC | 0.10% | Add +14.2% | 5,607 | $719K |
| Resonant Capital Advisors, LLC | 0.05% | Reduce -88.9% | 5,600 | $718K |
| Mathes Company, Inc. | 0.25% | No change | 5,566 | $714K |
| Jackson, Grant Investment Advisers, Inc. | 0.27% | Add +0.3% | 5,566 | $714K |
| Horizon Investment Services, LLC | 0.30% | No change | 5,532 | $709K |
| Geneva Partners, LLC | 0.31% | Add +5.4% | 5,527 | $709K |
| McAlister, Sweet & Associates, Inc. | 0.58% | Reduce -1.6% | 5,520 | $708K |
| Gradient Capital Advisors, LLC | 0.23% | Reduce -2.1% | 5,482 | $703K |
| SpiderRock Advisors, LLC | 0.01% | Add +152.5% | 5,465 | $701K |
| WNY Asset Management, LLC | 0.08% | Add +8.8% | 5,464 | $700K |
| First Citizens Asset Management, Inc. | 0.25% | Reduce -4.9% | 5,462 | $700K |
| Argent Trust Co | 0.03% | Add +21.1% | 5,437 | $697K |
| Capital Planning Advisors, LLC | 0.11% | No change | 5,437 | $697K |
| Napatree Capital LLC | 0.49% | Add +131.1% | 5,428 | $696K |
| Summit Trail Advisors, LLC | 0.02% | Add +2.2% | 5,409 | $693K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Add +18.3% | 5,387 | $691K |
| SignalPoint Asset Management, LLC | 0.16% | No change | 5,377 | $687K |
| Nilsine Partners, LLC | 0.09% | No change | 5,319 | $682K |
| Bison Wealth, LLC | 0.11% | Add +114.0% | 5,312 | $681K |
| Garde Capital, Inc. | 0.04% | New | 5,305 | $680K |
| Summit Wealth Group, LLC | 0.20% | No change | 5,278 | $677K |
| Wetzel Investment Advisors, Inc. | 0.34% | Reduce -3.6% | 5,257 | $674K |
| Alamar Capital Management, LLC | 0.37% | No change | 5,235 | $671K |
| Christensen, King & Associates Investment Services, Inc. | 0.32% | Reduce -9.3% | 5,224 | $670K |
| Invictus Private Wealth, LLC | 0.05% | Reduce -0.9% | 5,186 | $665K |
| Cahaba Wealth Management, Inc. | 0.05% | Add +0.8% | 5,183 | $664K |
| Prosperity Consulting Group, LLC | 0.05% | Reduce -0.8% | 5,179 | $664K |
| Register Financial Advisors LLC | 0.34% | Reduce -7.2% | 5,175 | $663K |
| Van Hulzen Asset Management, LLC | 0.05% | Add +4.5% | 5,170 | $663K |
| Fingerlakes Wealth Management, Inc. | 0.55% | Add +0.2% | 5,150 | $660K |
| Cannon Financial Strategists, Inc. | 0.12% | Add +0.0% | 5,149 | $660K |
| Asset Dedication, LLC | 0.04% | Add +2.8% | 5,122 | $657K |
| Edge Financial Advisors LLC | 0.58% | Add +0.3% | 5,106 | $655K |
| Commonwealth Retirement Investments LLC | 0.27% | Reduce -9.5% | 5,058 | $648K |
| Allegheny Financial Group | 0.16% | Add +0.5% | 5,057 | $648K |
| Advance Capital Management, Inc. | 0.03% | Add +0.0% | 5,028 | $645K |
| Tennessee Valley Asset Management Partners | 0.11% | Add +21.7% | 4,951 | $643K |
| Brio Consultants, LLC | 0.10% | Reduce -5.2% | 5,002 | $641K |
| Covenant Asset Management, LLC | 0.14% | Add +0.1% | 4,985 | $639K |
| Balboa Wealth Partners | 0.16% | Add +10.0% | 4,958 | $636K |
| LaFleur & Godfrey LLC | 0.09% | Add +14.0% | 4,930 | $632K |
| Mason Investment Advisory Services, Inc. | 0.04% | Reduce -1.8% | 4,930 | $632K |
| MV Capital Management, Inc. | 0.07% | No change | 4,912 | $630K |
| Arbor Wealth Advisors LLC | 0.57% | No change | 4,909 | $629K |
| Visionary Wealth Advisors | 0.04% | Add +1.7% | 4,899 | $628K |
| Capital Advisors, Ltd. LLC | 0.08% | Add +8.8% | 4,898 | $628K |
| Texas Capital Bank Wealth Management Services Inc | 0.06% | Reduce -33.1% | 4,891 | $627K |
| Pittenger & Anderson Inc. | 0.02% | Reduce -15.1% | 4,864 | $624K |
| Meridian Management Co. | 0.16% | No change | 4,855 | $622K |
| Elevate Wealth Advisory, Inc. | 0.46% | Add +14.8% | 4,838 | $620K |
| Great Lakes Retirement, Inc. | 0.08% | No change | 4,817 | $618K |
| Community Trust & Investment Co. | 0.04% | Add +1.4% | 4,817 | $618K |
| Mayfair Advisory Group, LLC | 0.39% | Add +2.0% | 4,797 | $617K |
| CM Wealth Advisors LLC | 0.20% | No change | 4,805 | $616K |
| PDS Planning, Inc | 0.06% | Add +0.2% | 4,804 | $616K |
| Hirtle & Co., LLC | 0.03% | No change | 4,763 | $611K |
| Advisory Alpha, LLC | 0.02% | Add +2.8% | 4,748 | $609K |
| Boston Family Office LLC | 0.04% | Reduce -1.9% | 4,740 | $608K |
| Quadrant Capital Group LLC | 0.04% | Add +72.2% | 4,716 | $605K |
| Centurion Wealth Management LLC | 0.19% | — | 4,706 | $603K |
| Summa Corp. | 0.29% | No change | 4,700 | $603K |
| Hubbell Strickland Wealth Management, LLC | 0.28% | Reduce -2.6% | 4,694 | $602K |
| Ade, LLC | 0.37% | Reduce -5.5% | 4,687 | $601K |
| Nicolet Advisory Services, LLC | 0.06% | Add +5.5% | 4,700 | $600K |
| Empower Advisory Group, LLC | 0.00% | Reduce -16.9% | 4,669 | $599K |
| First Heartland Consultants, Inc. | 0.06% | Reduce -48.9% | 4,666 | $598K |
| Presilium Private Wealth, LLC | 0.14% | No change | 4,639 | $595K |
| Moneco Advisors, LLC | 0.07% | Add +0.1% | 4,611 | $591K |
| Estate Counselors, LLC | 0.06% | Reduce -36.6% | 4,607 | $591K |
| Hengehold Capital Management LLC | 0.06% | Add +3.2% | 4,602 | $590K |
| Altfest L J & Co. Inc. | 0.08% | Reduce -1.3% | 4,604 | $590K |
| SigFig Wealth Management, LLC | 0.02% | Add +4.0% | 4,590 | $586K |
| American State Bank (Iowa) | 0.36% | No change | 4,570 | $586K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -0.7% | 4,540 | $582K |
| FWG Investments, LLC. | 0.50% | Add +1.6% | 4,530 | $581K |
| Bay Rivers Group | 0.29% | Reduce -9.3% | 4,511 | $578K |
| Cassady Schiller Wealth Management, LLC | 0.21% | Reduce -3.0% | 4,500 | $577K |
| Libra Wealth LLC | 0.23% | No change | 4,496 | $576K |
| Summit Wealth & Retirement Planning, Inc. | 0.18% | Add +9.8% | 4,486 | $575K |
| Paladin Advisory Group, LLC | 0.42% | Reduce -0.5% | 4,472 | $573K |
| Wealth Alliance, LLC | 0.07% | Add +3.4% | 4,448 | $570K |
| Texas Yale Capital Corp. | 0.02% | Add +1.1% | 4,443 | $570K |
| Revisor Wealth Management LLC | 0.36% | No change | 4,433 | $568K |
| SouthState Bank Corp | 0.04% | Add +18.9% | 4,431 | $568K |
| Insight Advisors, LLC/ PA | 0.10% | Reduce -1.9% | 4,428 | $568K |
| SOA Wealth Advisors, LLC. | 0.11% | Reduce -0.0% | 4,427 | $567K |
| ICONIQ Capital, LLC | 0.01% | Add +0.7% | 4,396 | $564K |
| First National Advisers, LLC | 0.09% | Add +57.7% | 4,394 | $563K |
| Brightwater Advisory LLC | 0.41% | Reduce -6.4% | 4,380 | $562K |
| KG Capital Management | 0.18% | Reduce -1.1% | 4,378 | $561K |
| Frisch Financial Group, Inc. | 0.17% | Add +11.5% | 4,370 | $560K |
| Provenance Wealth Advisors, LLC | 0.07% | No change | 4,360 | $559K |
| Cutler Investment Counsel LLC | 0.07% | Add +5.2% | 4,342 | $557K |
| Marshall Financial Group Inc. | 0.17% | Reduce -1.8% | 4,320 | $554K |
| Sandbox Financial Partners, LLC | 0.20% | Add +2.0% | 4,317 | $553K |
| McAdam, LLC | 0.03% | Reduce -5.8% | 4,310 | $553K |
| ProVise Management Group, LLC | 0.04% | Add +0.1% | 4,301 | $551K |
| Scott & Selber, Inc. | 0.17% | Add +0.3% | 4,290 | $550K |
| UNIVEST FINANCIAL Corp | 0.04% | New | 4,269 | $547K |
| Daiwa Securities Group Inc. | 0.00% | Add +6.8% | 4,270 | $547K |
| MBE Wealth Management, LLC | 0.30% | Add +7.2% | 4,233 | $543K |
| Cassaday & Co Wealth Management LLC | 0.02% | Add +35.1% | 4,233 | $543K |
| Values Added Financial LLC | 0.34% | New | 4,213 | $540K |
| Wealth Effects LLC | 0.19% | Add +4.2% | 4,204 | $539K |
| Matthew Goff Investment Advisor, LLC | 0.10% | No change | 4,199 | $538K |
| AlphaStar Capital Management, LLC | 0.04% | New | 4,193 | $538K |
| Kraft, Davis & Associates, LLC | 0.16% | Add +0.1% | 4,172 | $534K |
| Whalerock Point Partners, LLC | 0.13% | Reduce -7.6% | 4,158 | $533K |
| Bradley Foster & Sargent Inc. | 0.01% | New | 4,153 | $532K |
| Curbstone Financial Management Corp | 0.11% | Reduce -5.7% | 4,150 | $532K |
| WoodTrust Financial Corp | 0.08% | No change | 4,149 | $532K |
| New Republic Capital, LLC | 0.31% | Reduce -36.5% | 4,148 | $532K |
| Norden Group LLC | 0.06% | Add +35.5% | 4,129 | $529K |
| Carnegie Lake Advisors LLC | 0.21% | — | 4,129 | $529K |
| Tower View Wealth Management LLC | 0.29% | Add +2.2% | 4,108 | $527K |
| Tanglewood Legacy Advisors, LLC | 0.23% | No change | 4,100 | $526K |
| Alpine Bank Wealth Management | 0.08% | — | 4,100 | $526K |
| Portland Global Advisors LLC | 0.07% | No change | 4,099 | $525K |
| Sax Wealth Advisors, LLC | 0.05% | No change | 4,082 | $523K |
| TCI Wealth Advisors, Inc. | 0.04% | Add +33.0% | 4,061 | $521K |
| Brown, Lisle/Cummings, Inc. | 0.16% | No change | 4,035 | $517K |
| Fusion Capital, LLC | 0.22% | Add +0.5% | 4,033 | $517K |
| Private Client Services, LLC | 0.28% | Add +2.7% | 4,031 | $517K |
| Safe Harbor Fiduciary, LLC | 0.48% | — | 4,028 | $516K |
| Strategies Wealth Advisors, LLC | 0.07% | Add +0.7% | 4,026 | $516K |
| S.A. Mason LLC | 0.27% | No change | 4,023 | $516K |
| BSW Wealth Partners | 0.08% | Add +46.9% | 4,018 | $515K |
| Northeast Investment Management | 0.02% | No change | 4,004 | $513K |
| Mitchell McLeod Pugh & Williams Inc. | 0.11% | No change | 4,004 | $513K |
| Evercore Wealth Management, LLC | 0.01% | No change | 3,981 | $510K |
| Shulman DeMeo Asset Management LLC | 0.12% | Add +0.0% | 3,966 | $508K |
| Elios Financial Group Inc. | 0.23% | — | 3,948 | $506K |
| Concord Wealth Partners | 0.08% | Reduce -4.7% | 3,945 | $506K |
| Meridian Financial Advisors, LLC | 0.34% | Add +6.0% | 3,942 | $505K |
| Nicholas Hoffman & Company, LLC. | 0.02% | No change | 3,939 | $505K |
| Jefferies Financial Group Inc. | 0.01% | No change | 3,920 | $503K |
| Detalus Advisors, LLC | 0.17% | Reduce -20.0% | 3,907 | $501K |
| Johnson Bixby & Associates, LLC | 0.08% | Reduce -28.8% | 3,905 | $501K |
| Security National Bank | 0.07% | No change | 3,903 | $500K |
| Black Diamond Financial, LLC | 0.08% | Add +8.8% | 3,892 | $499K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Reduce -6.0% | 3,887 | $498K |
| Financial Network Wealth Advisors LLC | 0.41% | Add +10.9% | 3,884 | $498K |
| TrueWealth Advisors, LLC | 0.17% | Reduce -1.9% | 3,879 | $497K |
| Retirement Income Solutions, Inc. | 0.11% | No change | 3,857 | $494K |
| Journey Advisory Group, LLC | 0.06% | No change | 4,169 | $494K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +8.3% | 3,855 | $494K |
| Ledyard National Bank | 0.04% | Reduce -1.4% | 3,838 | $492K |
| Old Second National Bank of Aurora | 0.12% | No change | 3,829 | $491K |
| Cynosure Group, LLC | 0.07% | New | 2,478 | $491K |
| Stablepoint Partners, LLC | 0.09% | Reduce -1.4% | 3,815 | $489K |
| Aft, Forsyth & Company, Inc. | 0.24% | Add +0.2% | 3,814 | $489K |
| LCNB Corp. | 0.17% | No change | 3,811 | $489K |
| Dentgroup LLC | 0.36% | Reduce -16.1% | 3,803 | $488K |
| Aspire Wealth Management Corp | 0.26% | Add +0.7% | 3,791 | $486K |
| Jacobi Capital Management LLC | 0.04% | Reduce -2.3% | 3,790 | $486K |
| Schechter Investment Advisors, LLC | 0.04% | No change | 3,773 | $484K |
| Towercrest Capital Management | 0.08% | Add +96.6% | 3,765 | $483K |
| Integris Wealth Management, LLC | 0.13% | No change | 3,763 | $482K |
| Optivise Advisory Services LLC | 0.25% | Reduce -0.1% | 3,762 | $482K |
| Next Level Private LLC | 0.20% | Add +0.3% | 3,751 | $481K |
| Waypoint Wealth Partners Inc. | 0.13% | Add +5.6% | 3,746 | $480K |
| Aspen Wealth Management LLC | 0.15% | Add +9.3% | 3,746 | $480K |
| Colonial Trust Co / SC | 0.07% | Add +391.7% | 3,732 | $478K |
| Hurlow Wealth Management Group, Inc. | 0.15% | Add +1.0% | 3,725 | $478K |
| Heritage Family Offices, LLP | 0.25% | Reduce -2.8% | 3,708 | $475K |
| Madison Park Capital Advisors, LLC | 0.35% | Add +0.5% | 3,692 | $473K |
| Syntegra Private Wealth Group, LLC | 0.05% | No change | 3,690 | $473K |
| Heritage Wealth Advisors | 0.02% | No change | 3,687 | $473K |
| Willner & Heller, LLC | 0.42% | Add +0.7% | 3,677 | $471K |
| Triumph Capital Management | 0.17% | Add +0.1% | 3,672 | $471K |
| 49 Wealth Management, LLC | 0.08% | Reduce -36.5% | 3,667 | $470K |
| Alpha Financial Partners LLC | 0.33% | New | 3,647 | $468K |
| Ehrlich Financial Group | 0.33% | Add +5.7% | 3,647 | $468K |
| YHB Investment Advisors, Inc. | 0.04% | Add +6.6% | 3,631 | $465K |
| Becker Capital Management Inc. | 0.01% | Add +6.3% | 3,608 | $462K |
| Sightline Wealth Advisors, LLC | 0.25% | Reduce -10.1% | 3,605 | $462K |
| Obsidian Personal Planning Solutions LLC | 0.24% | Reduce -0.5% | 3,614 | $462K |
| Fifth Third Securities, Inc. | 0.04% | Add +0.6% | 3,600 | $462K |
| Scarborough Advisors, LLC | 0.07% | New | 3,599 | $461K |
| Plante Moran Financial Advisors, LLC | 0.04% | No change | 3,595 | $461K |
| Blue Fin Capital, Inc. | 0.09% | No change | 3,593 | $461K |
| Wesbanco Bank Inc. | 0.02% | Add +1.2% | 3,591 | $460K |
| Peddock Capital Advisors, LLC | 0.11% | Reduce -18.6% | 3,584 | $459K |
| B.O.S.S. Retirement Advisors, LLC | 0.09% | Add +100.3% | 3,584 | $459K |
| Authentikos Wealth Advisory, LLC | 0.44% | Add +8.0% | 3,573 | $458K |
| River Wealth Advisors LLC | 0.06% | Reduce -5.4% | 3,565 | $457K |
| Wolverine Trading, LLC | 0.01% | Add +24.4% | 3,577 | $457K |
| Quotient Wealth Partners, LLC | 0.01% | No change | 3,562 | $457K |
| Northwest Investment Counselors, LLC | 0.10% | Add +1.1% | 3,559 | $456K |
| Novak & Powell Financial Services, Inc. | 0.26% | Reduce -1.2% | 3,557 | $456K |
| Main Management LLC | 0.04% | No change | 3,546 | $455K |
| Van Den Berg Management I, Inc. | 0.13% | Reduce -3.8% | 3,540 | $454K |
| Good Life Advisors, LLC | 0.03% | Reduce -0.4% | 3,532 | $453K |
| Madrona Financial Services, LLC | 0.13% | Reduce -4.8% | 3,524 | $452K |
| Legacy Private Trust Co. | 0.03% | Add +3.5% | 3,523 | $452K |
| GM Advisory Group, LLC | 0.03% | Add +16.2% | 3,520 | $451K |
| Blue Trust, Inc. | 0.01% | Add +43.9% | 3,791 | $450K |
| KOM Wealth Management Group, LLC | 0.37% | Add +0.6% | 3,499 | $449K |
| Waterfront Wealth Inc. | 0.11% | Add +52.6% | 3,467 | $447K |
| My Legacy Advisors, LLC | 0.18% | Reduce -57.6% | 3,479 | $446K |
| Emergent Wealth Advisors, LLC | 0.33% | Reduce -0.5% | 3,475 | $445K |
| Wescott Financial Advisory Group, LLC | 0.05% | Reduce -32.0% | 3,461 | $444K |
| Montag A & Associates Inc. | 0.02% | No change | 3,455 | $443K |
| Castle Wealth Management LLC | 0.18% | Reduce -3.7% | 3,451 | $442K |
| Tudor Financial Inc. | 0.27% | — | 3,450 | $442K |
| Aua Capital Management, LLC | 0.26% | Reduce -4.7% | 3,446 | $442K |
| Zacks Investment Management | 0.00% | Add +19.6% | 3,446 | $442K |
| TCV Trust & Wealth Management, Inc. | 0.04% | No change | 3,435 | $440K |
| Quantinno Capital Management LP | 0.01% | Reduce -23.6% | 3,425 | $439K |
| Eagle Bay Advisors LLC | 0.17% | No change | 3,407 | $437K |
| Destination Wealth Management | 0.01% | Reduce -4.2% | 3,401 | $436K |
| Canandaigua National Bank & Trust Co. | 0.04% | No change | 3,383 | $434K |
| Maltin Wealth Management, Inc. | 0.21% | Add +0.5% | 3,378 | $433K |
| PBMares Wealth Management LLC | 0.09% | Add +0.0% | 3,375 | $433K |
| Mustard Seed Financial, LLC | 0.36% | Reduce -4.8% | 3,369 | $432K |
| Semus Wealth Partners LLC | 0.30% | Add +0.6% | 3,367 | $432K |
| Weitzel Financial Services, Inc. | 0.20% | Add +2.5% | 3,374 | $431K |
| Pinkerton Wealth, LLC | 0.06% | Reduce -5.7% | 3,347 | $429K |
| Aaron Wealth Advisors LLC | 0.05% | No change | 3,341 | $428K |
| Faithward Advisors, LLC | 0.07% | Add +74.9% | 3,334 | $427K |
| Private Capital Management, LLC | 0.05% | Add +0.7% | 3,319 | $426K |
| TNF LLC | 0.15% | Add +0.4% | 3,285 | $425K |
| Alpine Woods Capital Investors, LLC | 0.07% | No change | 3,200 | $425K |
| First Foundation Advisors | 0.02% | Reduce -42.9% | 3,311 | $424K |
| Roof Eidam Maycock Peralta, LLC | 0.11% | No change | 3,301 | $423K |
| Cardinal Point Capital Management ULC | 0.07% | New | 3,297 | $423K |
| Clayton Financial Group LLC | 0.16% | No change | 3,295 | $422K |
| Bokf, NA | 0.01% | No change | 3,283 | $419K |
| Baker Avenue Asset Management, LP | 0.01% | New | 3,258 | $418K |
| Mitchell & Pahl Private Wealth, LLC | 0.19% | No change | 3,256 | $417K |
| Astoria Portfolio Advisors LLC. | 0.14% | Reduce -2.4% | 3,208 | $417K |
| Berkeley, Inc | 0.12% | New | 3,254 | $417K |
| ERn Financial, LLC | 0.06% | No change | 3,244 | $416K |
| United Advisor Group, LLC | 0.09% | Add +48.7% | 3,235 | $415K |
| Greenleaf Trust | 0.00% | No change | 3,235 | $415K |
| FWG Holdings, LLC | 0.21% | Add +8.0% | 3,200 | $414K |
| Princeton Global Asset Management LLC | 0.08% | Add +28.3% | 3,225 | $413K |
| Slagle Financial, LLC | 0.18% | Reduce -0.1% | 3,220 | $413K |
| Vannoy Advisory Group, Inc. | 0.30% | No change | 3,219 | $413K |
| Legacy Edge Advisors, LLC | 0.07% | Add +0.9% | 3,217 | $412K |
| Clear Creek Financial Management, LLC | 0.05% | Add +9.3% | 3,216 | $412K |
| L. Roy Papp & Associates, LLP | 0.05% | No change | 3,213 | $412K |
| West Coast Financial LLC | 0.05% | Add +1.5% | 3,200 | $410K |
| Resurgent Financial Advisors LLC | 0.24% | Reduce -0.9% | 3,187 | $409K |
| Intrua Financial, LLC | 0.07% | Reduce -17.3% | 3,184 | $408K |
| Arkfeld Wealth Strategies, L.L.C. | 0.20% | Add +10.3% | 3,167 | $407K |
| CFS Investment Advisory Services, LLC | 0.03% | No change | 3,167 | $406K |
| United Community Bank | 0.16% | No change | 3,161 | $405K |
| Global Trust Asset Management, LLC | 0.15% | No change | 3,138 | $402K |
| Cyndeo Wealth Partners, LLC | 0.03% | No change | 3,133 | $402K |
| Stephens Consulting, LLC | 0.10% | Add +0.3% | 3,126 | $401K |
| Ameliora Wealth Management Ltd. | 0.17% | No change | 3,119 | $400K |
| Mosaic Financial Group, LLC | 0.28% | No change | 3,097 | $397K |
| Waypoint Capital Advisors, LLC | 0.08% | No change | 3,092 | $396K |
| GDS Wealth Management | 0.04% | Add +59.3% | 3,090 | $396K |
| M. Kulyk & Associates, LLC | 0.08% | No change | 3,072 | $394K |
| Morris Financial Concepts, Inc. | 0.17% | Reduce -0.3% | 3,067 | $393K |
| Csenge Advisory Group | 0.02% | Reduce -6.8% | 3,000 | $390K |
| Keebeck Wealth Management | 0.06% | Add +0.2% | 3,041 | $390K |
| Ingalls & Snyder LLC | 0.02% | No change | 3,035 | $389K |
| Barrett & Company, Inc. | 0.17% | No change | 3,018 | $387K |
| Crestwood Advisors Group, LLC | 0.01% | Add +0.3% | 3,010 | $386K |
| Simmons Bank | 0.03% | No change | 3,000 | $385K |
| Disciplined Investments, LLC | 0.19% | Add +0.1% | 2,990 | $383K |
| Balanced Wealth Group LLC | 0.17% | Reduce -20.1% | 2,983 | $382K |
| Fiduciary Alliance LLC | 0.05% | Add +2.1% | 2,966 | $380K |
| Richardson Financial Services Inc. | 0.24% | Add +100.0% | 3,074 | $379K |
| Concord Asset Management, LLC | 0.09% | Reduce -2.9% | 2,958 | $379K |
| Strategic Financial Concepts, LLC | 0.12% | Reduce -99.2% | 2,953 | $379K |
| Olde Wealth Management, LLC | 0.14% | No change | 2,955 | $378K |
| Raffa Wealth Management, LLC | 0.09% | Add +0.1% | 2,945 | $377K |
| Roberts Glore & Co. Inc. | 0.11% | Add +2.6% | 2,918 | $374K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -3.3% | 2,917 | $374K |
| Merriman Wealth Management, LLC | 0.02% | Add +17.6% | 2,913 | $373K |
| New England Professional Planning Group Inc. | 0.18% | Reduce -12.7% | 2,903 | $372K |
| Chemistry Wealth Management LLC | 0.09% | No change | 2,902 | $372K |
| Seamount Financial Group Inc. | 0.28% | New | 2,900 | $372K |
| Moors & Cabot, Inc. | 0.02% | Add +3.1% | 2,894 | $371K |
| Clarity Wealth Advisors, LLC | 0.11% | No change | 2,893 | $371K |
| Saxony Capital Management, LLC | 0.34% | No change | 2,891 | $371K |
| MilWealth Group LLC | 0.11% | No change | 2,872 | $368K |
| Twelve Points Wealth Management LLC | 0.12% | Reduce -4.4% | 2,857 | $366K |
| Agate Pass Investment Management, LLC | 0.18% | No change | 2,840 | $364K |
| Cannell & Spears LLC | 0.01% | Add +51.4% | 2,839 | $364K |
| Opal Wealth Advisors, LLC | 0.11% | Reduce -2.9% | 2,839 | $364K |
| Westmount Partners, LLC | 0.11% | Add +2.1% | 2,826 | $362K |
| NWF Advisory Services Inc. | 0.05% | No change | 2,825 | $362K |
| AlphaCentric Advisors LLC | 0.27% | Reduce -4.1% | 2,815 | $361K |
| Townsend Asset Management Corp. /NC/ | 0.13% | Add +0.4% | 2,814 | $361K |
| Premier Path Wealth Partners, LLC | 0.06% | Reduce -40.9% | 2,810 | $360K |
| Safeguard Financial, LLC | 0.08% | New | 2,806 | $360K |
| Exchange Bank | 0.29% | Add +12.0% | 2,795 | $358K |
| Twin Focus Capital Partners, LLC | 0.06% | No change | 2,781 | $357K |
| MY Wealth Management Inc. | 0.36% | Reduce -1.4% | 2,750 | $353K |
| Sound Income Strategies, LLC | 0.02% | Add +406.4% | 2,750 | $353K |
| Dravo Bay LLC | 0.18% | Reduce -3.1% | 2,744 | $352K |
| Monterey Private Wealth, Inc. | 0.12% | Reduce -2.2% | 2,743 | $352K |
| Institute for Wealth Management, LLC. | 0.04% | Reduce -6.4% | 2,741 | $351K |
| WealthPLAN Partners, LLC | 0.05% | New | 2,737 | $351K |
| Titleist Asset Management, LLC | 0.05% | Add +1.3% | 2,732 | $350K |
| Kanawha Capital Management LLC | 0.03% | No change | 2,713 | $348K |
| Optiver Holding B.V. | 0.01% | New | 2,709 | $347K |
| Phillips Wealth Planners LLC | 0.33% | Reduce -1.5% | 2,638 | $346K |
| Quadrant Private Wealth Management, LLC | 0.09% | Add +6.0% | 2,684 | $344K |
| Team Financial Group, LLC | 0.20% | Add +21.6% | 2,678 | $343K |
| Channel Wealth LLC | 0.11% | Reduce -3.8% | 2,676 | $343K |
| Global Financial Private Client, LLC | 0.13% | No change | 2,669 | $342K |
| CIBC Asset Management Inc | 0.00% | No change | 2,657 | $341K |
| Strait & Sound Wealth Management LLC | 0.16% | Reduce -45.6% | 2,642 | $339K |
| Mezzasalma Advisors, LLC | 0.13% | Reduce -4.7% | 2,639 | $338K |
| Chapin Davis, Inc. | 0.11% | Reduce -7.7% | 2,629 | $337K |
| Aveo Capital Partners, LLC | 0.04% | Add +20.2% | 2,617 | $335K |
| Fortis Capital Advisors, LLC | 0.11% | Reduce -3.2% | 2,613 | $335K |
| Belpointe Asset Management LLC | 0.02% | Reduce -3.2% | 2,613 | $335K |
| RMR Capital Management, LLC | 0.28% | No change | 2,607 | $334K |
| Strategic Wealth Investment Group, LLC | 0.04% | Add +11.1% | 2,609 | $334K |
| Acropolis Investment Management, LLC | 0.02% | No change | 2,601 | $333K |
| First Wilshire Securities Management Inc. | 0.09% | No change | 2,600 | $333K |
| Portside Wealth Group, LLC | 0.06% | Add +21.3% | 2,596 | $333K |
| BTS Asset Management, Inc. | 0.32% | New | 2,591 | $332K |
| Aurora Private Wealth, Inc. | 0.26% | Add +19.1% | 2,589 | $332K |
| Fortitude Advisory Group L.L.C. | 0.21% | No change | 2,589 | $332K |
| Godsey & Gibb, Inc. | 0.03% | Reduce -3.2% | 2,589 | $332K |
| Index Fund Advisors, Inc. | 0.02% | New | 2,582 | $331K |
| Sandy Cove Advisors, LLC | 0.13% | Reduce -5.9% | 2,548 | $327K |
| American Money Management, LLC | 0.07% | Reduce -4.0% | 2,547 | $327K |
| Cascade Wealth Advisors, Inc | 0.23% | Reduce -5.6% | 2,546 | $326K |
| Vista Capital Partners, Inc. | 0.04% | No change | 2,540 | $326K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -14.3% | 2,536 | $325K |
| Wealth Architects, LLC | 0.04% | No change | 2,528 | $324K |
| Cedrus LLC | 0.12% | New | 2,523 | $323K |
| Prairie Wealth Advisors, Inc. | 0.16% | No change | 2,521 | $323K |
| GenTrust, LLC | 0.02% | No change | 2,516 | $323K |
| Better Money Decisions, LLC | 0.23% | Add +16.4% | 2,513 | $322K |
| Heritage Wealth Management, Inc. | 0.11% | No change | 2,513 | $322K |
| Sage Capital Management, LLC | 0.15% | Add +0.7% | 2,490 | $319K |
| J. W. Coons Advisors, LLC | 0.06% | Add +1.6% | 2,483 | $318K |
| Berkshire Asset Management LLC | 0.02% | No change | 2,672 | $317K |
| Cornerstone Planning Group LLC | 0.08% | Reduce -1.0% | 2,454 | $315K |
| Security Financial Services, INC. | 0.06% | Add +28.4% | 2,459 | $315K |
| CWA Asset Management Group, LLC | 0.02% | — | 2,446 | $314K |
| Facet Wealth, Inc. | 0.01% | Add +15.8% | 2,451 | $313K |
| Smith Anglin Financial, LLC | 0.03% | Add +23.2% | 2,435 | $312K |
| Hikari Power Ltd | 0.03% | No change | 2,430 | $312K |
| Appleton Partners Inc. | 0.02% | No change | 2,437 | $312K |
| Sage Mountain Advisors LLC | 0.03% | No change | 2,424 | $311K |
| Clearview Wealth Advisors LLC | 0.24% | Reduce -15.1% | 2,418 | $310K |
| Farmers & Merchants Investments Inc. | 0.01% | Reduce -24.1% | 2,415 | $310K |
| Caitlin John, LLC | 0.20% | Reduce -2.5% | 2,345 | $309K |
| San Luis Wealth Advisors LLC | 0.06% | Add +9.8% | 2,410 | $309K |
| Hollencrest Capital Management | 0.01% | No change | 2,400 | $308K |
| Equita Financial Network, Inc. | 0.11% | No change | 2,391 | $307K |
| Market Street Wealth Management Advisors LLC | 0.05% | No change | 2,384 | $306K |
| Foster Victor Wealth Advisors, LLC | 0.02% | Add +5.8% | 2,364 | $305K |
| GPS Wealth Strategies Group, LLC | 0.04% | Add +3.5% | 2,379 | $305K |
| Aviance Capital Partners, LLC | 0.04% | No change | 2,377 | $305K |
| 1776 Wealth LLC | 0.14% | No change | 2,373 | $304K |
| Eastern Bank | 0.01% | New | 2,368 | $304K |
| Bullseye Investment Management, LLC | 0.18% | New | 2,282 | $303K |
| GHP Investment Advisors, Inc. | 0.01% | Add +0.0% | 2,364 | $303K |
| Apriem Advisors | 0.04% | Add +0.1% | 2,362 | $303K |
| Beacon Capital Management, LLC | 0.04% | Add +0.6% | 2,362 | $303K |
| Patten & Patten Inc. | 0.02% | Add +0.2% | 2,346 | $301K |
| Sheaff Brock Investment Advisors, LLC | 0.03% | No change | 2,344 | $300K |
| Florida Financial Advisors, LLC | 0.15% | Add +31.9% | 2,342 | $300K |
| Wealthfront Advisers LLC | 0.00% | New | 2,339 | $300K |
| Wolf Group Capital Advisors | 0.14% | New | 2,825 | $300K |
| Firestone Capital Management | 0.07% | Add +0.5% | 2,332 | $299K |
| Silver Coast Investments LLC | 0.11% | Add +2.6% | 2,330 | $299K |
| West Michigan Advisors, LLC | 0.09% | Reduce -4.0% | 2,325 | $298K |
| Kiely Wealth Advisory Group, Inc. | 0.19% | Add +285.9% | 2,250 | $297K |
| Fluent Financial, LLC | 0.14% | Reduce -0.2% | 2,310 | $296K |
| Watts Gwilliam & Co., LLC | 0.06% | — | 2,310 | $296K |
| First American Bank | 0.02% | No change | 2,302 | $295K |
| Bluespring Wealth Management, LLC | 0.03% | Reduce -10.0% | 2,302 | $295K |
| Redwood Investment Management, LLC | 0.03% | Reduce -0.6% | 2,301 | $295K |
| ShoreHaven Wealth Partners, LLC | 0.14% | Reduce -6.1% | 2,294 | $294K |
| LGT Financial Advisors LLC | 0.72% | Add +10.2% | 2,288 | $293K |
| Ghe, LLC | 0.11% | No change | 2,285 | $293K |
| FSB Premier Wealth Management, Inc. | 0.12% | Add +0.1% | 2,284 | $293K |
| Strategic Financial Partners, Ltd. | 0.15% | No change | 2,270 | $291K |
| MMBG Investment Advisors Co. | 0.03% | No change | 2,260 | $290K |
| Brophy Wealth Management, LLC | 0.10% | — | 2,260 | $290K |
| Mystic Asset Management, Inc. | 0.11% | Add +5.1% | 2,256 | $289K |
| NBT Bank, N.A. | 0.02% | Reduce -9.4% | 2,256 | $289K |
| Advus Financial Partners, LLC | 0.08% | Add +0.5% | 2,252 | $289K |
| Paragon Private Wealth Management, LLC | 0.14% | Add +2.9% | 2,247 | $288K |
| Chemung Canal Trust Co. | 0.06% | No change | 2,244 | $288K |
| Sentinel Pension Advisors, LLC | 0.06% | Reduce -32.9% | 2,239 | $287K |
| Alliance Wealth Management Group | 0.08% | New | 2,232 | $286K |
| Prosperity Planning, Inc. | 0.13% | No change | 2,231 | $286K |
| Acas, LLC | 0.24% | Reduce -3.3% | 2,226 | $285K |
| Financial Futures Ltd Liability Co. | 0.16% | No change | 2,224 | $285K |
| Axxcess Wealth Management, LLC | 0.01% | Add +13.8% | 2,222 | $285K |
| Capital Asset Advisory Services LLC | 0.01% | Add +13.8% | 2,222 | $284K |
| Davis R M Inc. | 0.01% | No change | 2,210 | $283K |
| Armbruster Capital Management, Inc. | 0.06% | Add +1.8% | 2,204 | $283K |
| RIA Advisory Group LLC | 0.10% | — | 2,202 | $282K |
| Atlas Capital Advisors Inc. | 0.04% | Add +266.7% | 2,200 | $282K |
| FSA Advisors, Inc. | 0.28% | Add +3.6% | 2,281 | $281K |
| Laraway Financial Advisors Inc | 0.22% | Add +4.7% | 2,186 | $280K |
| Von Berge Wealth Management Group, LLC | 0.17% | Add +0.6% | 2,117 | $280K |
| USAdvisors Wealth Management, LLC | 0.10% | Add +23.5% | 2,189 | $279K |
| Mid-American Wealth Advisory Group, Inc. | 0.18% | Reduce -33.0% | 2,176 | $279K |
| Summit X, LLC | 0.07% | Reduce -12.2% | 2,350 | $279K |
| Gray Private Wealth, LLC | 0.17% | Add +0.3% | 2,169 | $278K |
| MinichMacGregor Wealth Management, LLC | 0.06% | No change | 2,164 | $277K |
| Revolve Wealth Partners, LLC | 0.04% | No change | 2,152 | $276K |
| SFG Wealth Management, LLC. | 0.15% | Reduce -28.3% | 2,150 | $276K |
| Veery Capital, LLC | 0.10% | Reduce -48.4% | 2,147 | $275K |
| Accredited Investors Inc. | 0.02% | No change | 2,147 | $275K |
| Edgestream Partners, L.P. | 0.01% | Add +7.9% | 2,142 | $275K |
| American Investment Services, Inc. | 0.05% | Add +4.9% | 2,134 | $274K |
| Hazlett, Burt & Watson, Inc. | 0.13% | Reduce -1.4% | 2,126 | $272K |
| WMG Financial Advisors, LLC | 0.12% | Reduce -2.5% | 2,119 | $272K |
| Leading Edge Financial Planning LLC | 0.09% | Reduce -0.7% | 2,118 | $272K |
| Private Capital Management LLC | 0.05% | No change | 2,114 | $271K |
| Blodgett Wealth Advisors, LLC | 0.23% | No change | 2,107 | $270K |
| Efficient Advisors, LLC | 0.02% | Reduce -0.4% | 2,093 | $268K |
| Naples Global Advisors, LLC | 0.02% | Add +2.5% | 2,091 | $268K |
| Greenline Partners, LLC | 0.04% | Add +0.1% | 2,087 | $268K |
| PFC Capital Group, Inc. | 0.13% | No change | 2,077 | $266K |
| Aspen Investment Management Inc | 0.12% | No change | 2,075 | $266K |
| Stonegate Investment Group, LLC | 0.01% | Add +10.8% | 2,066 | $265K |
| Capital Market Strategies LLC | 0.16% | Add +0.1% | 2,065 | $265K |
| American Institute for Advanced Investment Management, LLP | 0.19% | Add +15.5% | 2,045 | $262K |
| Inscription Capital, LLC | 0.04% | Add +0.3% | 2,027 | $260K |
| High Falls Advisors, Inc | 0.06% | Reduce -9.2% | 2,011 | $258K |
| Bank Ozk | 0.11% | No change | 2,010 | $258K |
| Lake Street Private Wealth, LLC | 0.04% | Add +0.2% | 2,000 | $256K |
| Van Cleef Asset Management,Inc | 0.03% | New | 2,000 | $256K |
| Galvin, Gaustad & Stein, LLC | 0.02% | No change | 2,000 | $256K |
| Trek Financial, LLC | 0.02% | No change | 2,000 | $256K |
| Grandfield & Dodd, LLC | 0.02% | No change | 1,994 | $256K |
| Allianz SE | 0.01% | No change | 1,990 | $255K |
| Park Edge Advisors, LLC | 0.07% | No change | 1,987 | $255K |
| BTC Capital Management, Inc. | 0.02% | New | 1,970 | $253K |
| Hara Capital LLC | 0.16% | Reduce -24.9% | 1,961 | $251K |
| Charles Schwab Trust Co | 0.02% | New | 1,954 | $251K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.07% | No change | 1,954 | $251K |
| Garden State Investment Advisory Services LLC | 0.08% | Add +0.4% | 1,952 | $250K |
| Tucker Asset Management LLC | 0.06% | No change | 1,953 | $250K |
| NewEdge Wealth, LLC | 0.00% | New | 1,949 | $250K |
| Avalon Capital Management | 0.08% | Add +0.7% | 1,948 | $250K |
| HRC Wealth Management, LLC | 0.16% | Reduce -2.5% | 1,947 | $250K |
| Financial Freedom, LLC | 0.13% | Add +0.6% | 1,920 | $246K |
| Claro Advisors Inc. | 0.03% | Add +11.5% | 1,919 | $246K |
| ZynergyRetirementPlanningLLC | 0.17% | No change | 1,916 | $246K |
| Latitude Advisors, LLC | 0.14% | Add +9.1% | 1,914 | $245K |
| Clearwater Capital Advisors, LLC | 0.02% | No change | 1,914 | $245K |
| Cape Investment Advisory, Inc. | 0.10% | Reduce -9.7% | 1,913 | $245K |
| WealthPlan Investment Management, LLC | 0.02% | New | 1,911 | $245K |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 0.10% | No change | 1,910 | $245K |
| Smith & Howard Wealth Management, LLC | 0.07% | No change | 1,908 | $245K |
| Vertex Planning Partners, LLC | 0.06% | Add +1.6% | 1,907 | $244K |
| Perkins Coie Trust Co | 0.05% | Add +42.1% | 1,890 | $242K |
| MRA Advisory Group | 0.13% | No change | 1,880 | $241K |
| Capital Advisory Group Advisory Services, LLC | 0.10% | No change | 1,878 | $241K |
| Mindset Wealth Management, LLC | 0.10% | — | 1,873 | $240K |
| Second Line Capital, LLC | 0.07% | Add +0.5% | 1,870 | $240K |
| McDonough Capital Management, Inc | 0.16% | New | 1,869 | $240K |
| Newton One Investments LLC | 0.10% | No change | 1,867 | $239K |
| Salem Investment Counselors Inc. | 0.01% | No change | 1,863 | $239K |
| KFA Private Wealth Group, LLC | 0.11% | Reduce -8.8% | 1,860 | $238K |
| ARS Wealth Advisors Group, LLC | 0.03% | New | 1,850 | $237K |
| Evolution Advisers, Inc. | 0.13% | Reduce -3.2% | 1,849 | $237K |
| ETF Store, Inc. | 0.24% | Reduce -16.4% | 1,847 | $237K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +2.0% | 1,842 | $236K |
| Goelzer Investment Management, Inc. | 0.01% | New | 1,841 | $236K |
| Highland Capital Management, LLC | 0.01% | No change | 1,838 | $236K |
| Rodgers & Associates, LTD | 0.03% | No change | 1,838 | $236K |
| Home Federal Bank of Tennessee | 0.07% | No change | 1,838 | $236K |
| Elevated Capital Advisors, LLC | 0.06% | Add +4.6% | 1,833 | $235K |
| Swmg, LLC | 0.10% | No change | 1,770 | $233K |
| Planning Center, Inc. | 0.03% | No change | 1,820 | $233K |
| Heritage Wealth Partners, LLC | 0.27% | New | 1,820 | $233K |
| Cooper Financial Group | 0.03% | Reduce -9.6% | 1,814 | $233K |
| Dunhill Financial, LLC | 0.12% | Add +0.1% | 1,805 | $231K |
| TFC Financial Management, Inc. | 0.04% | Reduce -8.4% | 1,803 | $231K |
| Tectonic Advisors LLC | 0.02% | Reduce -2.2% | 1,800 | $231K |
| SJS Investment Consulting Inc. | 0.04% | Add +374.9% | 1,800 | $231K |
| PCA Investment Advisory Services Inc. | 0.11% | New | 1,783 | $229K |
| Founders Capital Management | 0.14% | Add +0.2% | 1,773 | $227K |
| Hyperion Partners, LLC | 0.15% | Add +0.5% | 1,773 | $227K |
| Brooks, Moore & Associates, Inc. | 0.13% | New | 1,773 | $227K |
| Center for Financial Planning, Inc. | 0.03% | No change | 1,771 | $227K |
| Nadler Financial Group, Inc. | 0.03% | No change | 1,771 | $227K |
| Indiana Trust & Investment Management Co | 0.08% | Add +61.5% | 1,769 | $227K |
| Philadelphia Trust Co. | 0.02% | No change | 1,765 | $226K |
| Acorn Wealth Advisors, LLC | 0.10% | Add +0.5% | 1,762 | $226K |
| Gallagher Fiduciary Advisors, LLC | 0.05% | Reduce -0.2% | 1,760 | $226K |
| Monument Group Wealth Advisors, LLC | 0.13% | No change | 1,750 | $224K |
| Bellevue Asset Management, LLC | 0.12% | Add +0.2% | 1,747 | $224K |
| Princeton Capital Management LLC | 0.07% | No change | 1,730 | $222K |
| Mullaney, Keating & Wright, Inc. | 0.15% | No change | 1,729 | $222K |
| Fairfield Financial Advisors, LTD | 0.08% | Add +0.5% | 1,726 | $221K |
| Planning Directions Inc. | 0.13% | Add +0.7% | 1,715 | $220K |
| Sugarloaf Wealth Management, LLC | 0.04% | Reduce -2.4% | 1,709 | $219K |
| Rappaport Reiches Capital Management, LLC | 0.06% | No change | 1,704 | $218K |
| Grove Bank & Trust | 0.03% | No change | 1,703 | $218K |
| Midwest Financial Group LLC | 0.13% | Reduce -2.0% | 1,702 | $218K |
| Financial Synergies Wealth Advisors, Inc. | 0.03% | No change | 1,700 | $218K |
| Adero Partners, LLC | 0.01% | No change | 1,700 | $218K |
| Darwin Wealth Management, LLC | 0.06% | New | 1,688 | $216K |
| MA Private Wealth | 0.04% | No change | 1,687 | $216K |
| 626 Financial, LLC | 0.12% | New | 1,686 | $216K |
| BOS Asset Management, LLC | 0.08% | New | 1,686 | $216K |
| Matrix Private Capital Group LLC | 0.12% | New | 1,685 | $216K |
| Pure Financial Advisors, LLC | 0.01% | New | 1,684 | $216K |
| Argent Financial Group, Inc. | 0.03% | — | 1,678 | $215K |
| Catalyst Private Wealth, LLC | 0.10% | New | 1,669 | $214K |
| Compton Wealth Advisory Group, LLC | 0.05% | Reduce -28.9% | 1,662 | $213K |
| HF Advisory Group, LLC | 0.10% | Reduce -19.7% | 1,663 | $213K |
| Seelaus Asset Management LLC | 0.20% | New | 1,647 | $211K |
| Everhart Financial Group, Inc. | 0.05% | New | 1,646 | $211K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.10% | New | 1,644 | $211K |
| Icon Wealth Advisors, LLC | 0.02% | Reduce -1.6% | 1,643 | $211K |
| Arvest Bank Trust Division | 0.01% | — | 1,643 | $211K |
| Wambolt & Associates, LLC | 0.06% | New | 1,643 | $210K |
| Unionview, LLC | 0.16% | New | 1,635 | $210K |
| Fisher Asset Management | 0.00% | Reduce -59.6% | 1,626 | $208K |
| Soltis Investment Advisors LLC | 0.02% | New | 1,621 | $208K |
| Fernwood Investment Management, LLC | 0.07% | New | 1,617 | $207K |
| Sloy Dahl & Holst, LLC | 0.04% | New | 1,615 | $207K |
| Tanager Wealth Management LLP | 0.03% | New | 1,605 | $206K |
| Weik Capital Management | 0.08% | New | 1,600 | $205K |
| National Philanthropic Trust | 0.00% | New | 1,599 | $205K |
| Winch Advisory Services, LLC | 0.06% | Add +0.6% | 1,598 | $205K |
| Lansing Street Advisors | 0.08% | New | 1,593 | $204K |
| Clarus Group, Inc. | 0.09% | New | 1,575 | $202K |
| BLB&B Advisors, LLC | 0.01% | New | 1,571 | $201K |
| Cobblestone Capital Advisors LLC | 0.01% | New | 1,568 | $201K |
| LFA - Lugano Financial Advisors SA | 0.14% | No change | 1,555 | $199K |
| Robinswood Financial LLC | 0.07% | Reduce -3.6% | 1,527 | $196K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -20.2% | 1,530 | $196K |
| Hanson & Doremus Investment Management | 0.03% | No change | 1,504 | $193K |
| DiNuzzo Private Wealth, Inc. | 0.02% | Add +553.1% | 1,476 | $189K |
| ORG Partners LLC | 0.03% | Add +0.1% | 1,438 | $184K |
| Frazier Financial Advisors, LLC | 0.14% | Add +0.7% | 1,425 | $183K |
| Tacita Capital Inc | 0.12% | No change | 1,390 | $178K |
| Pinnacle Bancorp, Inc. | 0.05% | Reduce -3.9% | 1,371 | $176K |
| CNB Bank | 0.08% | Reduce -24.5% | 1,368 | $175K |
| Caldwell Sutter Capital, Inc. | 0.08% | Reduce -8.8% | 1,350 | $173K |
| Bray Capital Advisors | 0.04% | Add +0.2% | 1,316 | $169K |
| City Holding Co. | 0.02% | Reduce -7.1% | 1,300 | $167K |
| Kennebec Savings Bank | 0.16% | — | 1,273 | $163K |
| Element Wealth, LLC | 0.08% | Reduce -20.4% | 1,245 | $160K |
| Householder Group Estate & Retirement Specialist, LLC | 0.05% | Reduce -35.4% | 1,236 | $158K |
| Northwest Financial Advisors | 0.12% | New | 1,224 | $157K |
| Future Financial Wealth Managment LLC | 0.11% | New | 1,200 | $154K |
| Johnson Financial Group, Inc. | 0.01% | Add +46.9% | 1,152 | $148K |
| ESL Trust Services, LLC | 0.03% | No change | 1,055 | $135K |
| TCTC Holdings, LLC | 0.00% | New | 1,044 | $134K |
| Sandy Spring Bank | 0.01% | Add +0.1% | 1,017 | $130K |
| Flaharty Asset Management, LLC | 0.02% | New | 1,000 | $128K |
| Stelac Advisory Services LLC | 0.05% | No change | 979 | $126K |
| Tsfg, LLC | 0.03% | No change | 970 | $124K |
| Gilliland Jeter Wealth Management LLC | 0.04% | Add +0.6% | 959 | $123K |
| Beaird Harris Wealth Management, LLC | 0.01% | Add +23.2% | 956 | $123K |
| Kimelman & Baird, LLC | 0.01% | No change | 939 | $120K |
| West Financial Advisors, LLC | 0.02% | No change | 934 | $120K |
| McClarren Financial Advisors, Inc. | 0.01% | Add +288.3% | 5,984 | $119K |
| DHJJ Financial Advisors, Ltd. | 0.05% | Add +0.1% | 915 | $117K |
| Crewe Advisors LLC | 0.01% | No change | 896 | $115K |
| Gleason Group, Inc. | 0.02% | Add +0.7% | 872 | $112K |
| Tidemark, LLC | 0.04% | No change | 831 | $107K |
| Centennial Bank | 0.05% | No change | 800 | $103K |
| McIlrath & Eck, LLC | 0.01% | Reduce -6.0% | 798 | $102K |
| WFA of San Diego, LLC | 0.08% | No change | 775 | $99K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -6.7% | 764 | $98K |
| Venturi Wealth Management, LLC | 0.01% | No change | 761 | $98K |
| Koesten, Hirschmann & Crabtree, INC. | 0.06% | New | 750 | $96K |
| Pathway Financial Advisers, LLC | 0.04% | Add +0.1% | 746 | $96K |
| PSI Advisors, LLC | 0.03% | Add +8.1% | 732 | $94K |
| Vermillion & White Wealth Management Group, LLC | 0.07% | No change | 700 | $90K |
| Twin Lakes Capital Management, LLC | 0.06% | No change | 700 | $90K |
| Ballast Advisors LLC | 0.03% | No change | 677 | $87K |
| Delta Asset Management LLC | 0.01% | Add +152.4% | 636 | $82K |
| Rakuten Securities, Inc. | 0.04% | Add +26.3% | 630 | $81K |
| Missouri Trust & Investment Co | 0.03% | Add +9.7% | 610 | $78K |
| Marquette Asset Management, LLC | 0.01% | New | 600 | $77K |
| WFA Asset Management Corp | 0.04% | Add +0.7% | 581 | $75K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | No change | 576 | $74K |
| Bank of New Hampshire | 0.02% | No change | 562 | $72K |
| Voisard Asset Management Group, Inc. | 0.03% | No change | 561 | $72K |
| Addison Advisors LLC | 0.02% | No change | 559 | $72K |
| Bay Harbor Wealth Management, LLC | 0.02% | No change | 546 | $70K |
| Hilltop National Bank | 0.02% | No change | 542 | $69K |
| New Millennium Group LLC | 0.04% | No change | 539 | $69K |
| Pineridge Advisors LLC | 0.03% | Reduce -5.5% | 534 | $68K |
| IAG Wealth Partners, LLC | 0.01% | No change | 525 | $67K |
| Financial Connections Group, Inc. | 0.03% | No change | 526 | $67K |
| CGC Financial Services, LLC | 0.03% | No change | 509 | $65K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | New | 500 | $64K |
| Pacifica Partners Inc. | 0.02% | Reduce -6.5% | 471 | $60K |
| Wolff Wiese Magana LLC | 0.04% | No change | 468 | $60K |
| GAMMA Investing LLC | 0.01% | Add +352.5% | 457 | $59K |
| American National Bank & Trust | 0.01% | No change | 439 | $56K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 436 | $56K |
| Gen-Wealth Partners Inc | 0.02% | Reduce -18.8% | 432 | $56K |
| Headlands Technologies LLC | 0.01% | No change | 430 | $55K |
| Mb, Levis & Associates, LLC | 0.03% | No change | 428 | $55K |
| Ransom Advisory, Ltd | 0.03% | No change | 421 | $54K |
| Motco | 0.01% | No change | 420 | $54K |
| Ridgewood Investments LLC | 0.03% | No change | 417 | $53K |
| Creative Capital Management Investments LLC | 0.02% | No change | 413 | $53K |
| Rise Advisors, LLC | 0.03% | Add +0.5% | 413 | $53K |
| Fortitude Family Office, LLC | 0.02% | Add +0.7% | 412 | $53K |
| Sachetta, LLC | 0.02% | Add +43.7% | 408 | $52K |
| Blume Capital Management, Inc. | 0.01% | No change | 400 | $51K |
| Tortoise Investment Management, LLC | 0.01% | New | 399 | $51K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 398 | $51K |
| WR Wealth Planners, LLC | 0.01% | Reduce -15.7% | 391 | $50K |
| Byrne Asset Management LLC | 0.03% | No change | 369 | $47K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | No change | 360 | $46K |
| Highline Wealth Partners LLC | 0.02% | Add +0.6% | 352 | $45K |
| Oarsman Capital, Inc. | 0.01% | New | 351 | $45K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.6% | 322 | $41K |
| Front Row Advisors LLC | 0.01% | No change | 278 | $36K |
| Northwest Capital Management Inc | 0.01% | No change | 275 | $35K |
| Resources Management Corp. /CT/ | 0.00% | Reduce -15.3% | 276 | $35K |
| Halpern Financial, Inc. | 0.01% | No change | 266 | $34K |
| Chilton Capital Management LLC | 0.00% | Add +12.6% | 251 | $32K |
| PrairieView Partners, LLC | 0.00% | Reduce -1.9% | 254 | $32K |
| Barclays PLC | 0.00% | No change | 248 | $32K |
| First United Bank & Trust | 0.01% | No change | 244 | $31K |
| Richard W. Paul & Associates, LLC | 0.01% | No change | 244 | $31K |
| Ulland Investment Advisors, LLC | 0.02% | Add +4.3% | 245 | $31K |
| American Capital Advisory, LLC | 0.02% | Add +0.4% | 234 | $30K |
| Financial Gravity Companies, Inc. | 0.01% | — | 229 | $29K |
| Bell Investment Advisors, Inc | 0.01% | Add +0.4% | 229 | $29K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 222 | $28K |
| Moser Wealth Advisors, LLC | 0.01% | No change | 213 | $27K |
| Stone House Investment Management, LLC | 0.01% | No change | 206 | $26K |
| Macroview Investment Management LLC | 0.03% | Reduce -75.0% | 200 | $26K |
| AllSquare Wealth Management LLC | 0.01% | No change | 200 | $26K |
| FSA Wealth Management LLC | 0.01% | — | 200 | $26K |
| MeadowBrook Investment Advisors LLC | 0.02% | Reduce -98.7% | 190 | $24K |
| Main Street Group, LTD | 0.01% | No change | 189 | $24K |
| Horrell Capital Management, Inc. | 0.01% | No change | 185 | $24K |
| Coston, McIsaac & Partners | 0.01% | Add +0.5% | 191 | $24K |
| Castleview Partners, LLC | 0.01% | No change | 187 | $24K |
| Banque Cantonale Vaudoise | 0.00% | Reduce -90.0% | 179 | $23K |
| Country Trust Bank | 0.00% | No change | 167 | $21K |
| Running Point Capital Advisors, LLC | 0.01% | No change | 150 | $19K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 147 | $19K |
| Nemes Rush Group LLC | 0.00% | Reduce -91.2% | 149 | $18K |
| Coppell Advisory Solutions LLC | 0.00% | Reduce -24.6% | 141 | $18K |
| Strategic Investment Solutions, Inc. | 0.01% | Add +0.8% | 135 | $17K |
| Truvestments Capital LLC | 0.00% | New | 117 | $15K |
| Accent Capital Management, LLC | 0.01% | No change | 114 | $15K |
| Ascentis Independent Advisors | 0.00% | New | 110 | $14K |
| St Germain D J Co. Inc. | 0.00% | Reduce -35.5% | 109 | $14K |
| Olistico Wealth, LLC | 0.01% | No change | 100 | $13K |
| Ashton Thomas Securities, LLC | 0.00% | New | 96 | $12K |
| Davis Capital Management | 0.01% | No change | 94 | $12K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 94 | $12K |
| TruNorth Capital Management, LLC | 0.00% | No change | 93 | $12K |
| Sanctuary Wealth Management, L.L.C. | 0.01% | No change | 90 | $12K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 88 | $11K |
| PFS Partners, LLC | 0.01% | Reduce -14.6% | 76 | $10K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 76 | $10K |
| Monetary Management Group Inc. | 0.00% | New | 75 | $10K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 70 | $9K |
| Valley Wealth Managers, Inc. | 0.00% | Reduce -45.0% | 61 | $8K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 60 | $8K |
| PayPay Securities Corp | 0.62% | Add +46.0% | 54 | $7K |
| Allianz Asset Management GmbH | 0.00% | Reduce -5.5% | 52 | $7K |
| LRI Investments, LLC | 0.00% | No change | 50 | $7K |
| Providence Capital Advisors, LLC | 0.00% | No change | 46 | $6K |
| Cranbrook Wealth Management, LLC | 0.00% | New | 41 | $5K |
| Clear Investment Research, LLC | 0.01% | No change | 39 | $5K |
| Fourpath Capital Management, LLC | 0.00% | New | 39 | $5K |
| Creekmur Asset Management LLC | 0.00% | No change | 38 | $5K |
| JNBA Financial Advisors | 0.00% | New | 38 | $5K |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 35 | $4K |
| Piscataqua Savings Bank | 0.00% | No change | 29 | $4K |
| Investment Research & Advisory Group, Inc. | 0.00% | No change | 26 | $3K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 25 | $3K |
| M&R Capital Management Inc. | 0.00% | No change | 25 | $3K |
| AlphaMark Advisors, LLC | 0.00% | No change | 25 | $3K |
| Earned Wealth Advisors, LLC | 0.00% | New | 21 | $3K |
| VitalStone Financial, LLC | 0.00% | New | 15 | $2K |
| Morse Asset Management, Inc | 0.00% | New | 11 | $1K |
| Sterling Capital Management LLC | 0.00% | — | 8 | $1K |
| Centerpoint Advisors, LLC | 0.00% | No change | 8 | $1K |
| Abound Wealth Management | 0.00% | Reduce -79.3% | 6 | $775 |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.00% | No change | 5 | $641 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.4% | 2 | $256 |
| Hartford Financial Management Inc. | 0.00% | New | 1 | $129 |
| BNP Paribas Financial Markets | 0.00% | New | 1 | $128 |
"% 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.