Vanguard High DVD Yield ETFVYMETF
13F holders, Q4 2025 (December 31)2,005holders +164
97new positions
58sold out
4famous investors
$141.39avg. 13F price*
At the end of Q4 2025, 2,005 institutions reported holding Vanguard High DVD Yield ETF (VYM) in their 13F filings, up 164 from Q3 2025. 97 opened new positions and 58 sold out. The largest holders were Bank of America Corp. ($1.8B), Morgan Stanley ($1.5B) and Raymond James Financial Inc. ($1.1B). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Vanguard High DVD Yield ETF
- CUSIP
- 921946406
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 97 | $93.7M |
| Exits | 58 | $93.5M |
All 13F filers, Q3 2025 → Q4 2025: 10,095,531 shares bought and 6,689,177 shares sold, net +3,406,354 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,005 holders
| Bank of America Corp. | 0.13% | Add +5.3% | 12,528,880 | $1.8B |
| Morgan Stanley | 0.09% | Add +1.6% | 10,202,996 | $1.5B |
| Raymond James Financial Inc. | 0.34% | Add +3.7% | 7,720,006 | $1.1B |
| LPL Financial LLC | 0.27% | Add +5.3% | 6,820,119 | $978.8M |
| Wells Fargo & Company | 0.15% | Add +3.9% | 5,506,257 | $790.3M |
| JPMorgan Chase & Co. | 0.05% | Add +1.7% | 5,363,002 | $769.7M |
| Ameriprise Financial Inc. | 0.14% | Add +4.2% | 4,187,841 | $601.6M |
| Creative Planning | 0.37% | Add +1.2% | 3,618,754 | $519.4M |
| Envestnet Asset Management Inc. | 0.15% | Add +0.8% | 3,450,762 | $495.3M |
| UBS Group AG | 0.08% | Reduce -1.1% | 2,878,253 | $413.1M |
| Cetera Investment Advisers | 0.41% | Add +6.3% | 2,645,151 | $379.6M |
| Mercer Global Advisors Inc. | 0.57% | Add +4.0% | 2,751,727 | $373.1M |
| Jones Financial Companies LLLP | 0.23% | Add +10.8% | 2,595,284 | $372.5M |
| Royal Bank of Canada | 0.06% | Add +0.2% | 2,491,630 | $357.6M |
| Commonwealth Equity Services, LLC | 0.45% | Add +0.1% | 2,374,374 | $340.8M |
| Vantagepoint Investment Advisers LLC | 2.67% | Add +3.0% | 2,314,911 | $332.2M |
| Janney Montgomery Scott LLC | 0.63% | Add +3.3% | 1,913,439 | $274.6M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -7.4% | 1,869,900 | $268.4M |
| SCS Capital Management LLC | 2.29% | Reduce -0.4% | 1,505,250 | $216.0M |
| Stifel Financial Corp. | 0.19% | Add +7.4% | 1,466,668 | $210.5M |
| Osaic Holdings, Inc. | 0.31% | Add +6.2% | 1,455,086 | $208.9M |
| HighTower Advisors, LLC | 0.22% | Add +4.7% | 1,420,355 | $203.8M |
| Pathstone Holdings, LLC | 0.77% | Reduce -0.5% | 1,398,107 | $200.3M |
| Rakuten Investment Management, Inc. | 0.67% | No change | 1,418,554 | $199.3M |
| Howard Capital Management, LLC | 2.10% | No change | 1,132,957 | $162.6M |
| Kestra Advisory Services, LLC | 0.65% | Add +2.1% | 1,095,800 | $157.3M |
| Cambridge Investment Research Advisors, Inc. | 0.41% | Add +8.3% | 1,090,230 | $156.5M |
| Auto-Owners Insurance Co | 3.12% | Add +43.0% | 1,035,700 | $148.6M |
| Joel Isaacson & Co., LLC | 4.87% | Add +5.1% | 1,027,796 | $147.5M |
| Truist Financial Corp. | 0.18% | Reduce -0.4% | 935,150 | $134.2M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +3.7% | 933,014 | $133.9M |
| Baird Financial Group, Inc. | 0.21% | Add +55.1% | 928,873 | $133.3M |
| PNC Financial Services Group, Inc. | 0.07% | Add +2.0% | 909,000 | $130.5M |
| Wharton Business Group, LLC | 4.87% | Add +0.0% | 892,467 | $128.1M |
| D.A. Davidson & Co. | 0.73% | Add +8.9% | 829,110 | $119.0M |
| Captrust Financial Advisors | 0.22% | Add +2.8% | 820,249 | $117.7M |
| Florida Trust Wealth Management Co | 3.13% | Reduce -2.3% | 790,209 | $113.4M |
| Cerity Partners LLC | 0.16% | Add +36.0% | 761,565 | $109.3M |
| Corient Private Wealth LP | 0.14% | Add +6.2% | 730,203 | $104.8M |
| Martel Wealth Advisors LLC | 17.79% | Add +2.5% | 726,001 | $104.2M |
| Allworth Financial LP | 0.43% | Reduce -0.5% | 725,844 | $104.2M |
| Bank of Montreal | 0.04% | Add +9.9% | 708,721 | $101.7M |
| One Day In July LLC | 8.30% | Add +2.9% | 704,387 | $101.1M |
| BNP Paribas Financial Markets | 0.06% | Add +17493.6% | 700,928 | $100.6M |
| Assetmark, Inc. | 0.20% | Add +22.1% | 698,050 | $100.2M |
| Equitable Holdings, Inc. | 0.64% | Add +5.2% | 653,253 | $93.8M |
| HCR Wealth Advisors | 9.13% | Add +0.7% | 642,119 | $92.2M |
| Stratos Wealth Partners, LTD. | 1.04% | Reduce -1.1% | 639,184 | $91.7M |
| MML Investors Services, LLC | 0.22% | Add +8.1% | 627,137 | $90.0M |
| SBI Securities Co., Ltd. | 2.15% | Reduce -1.1% | 582,800 | $83.6M |
| Mariner, LLC | 0.10% | Add +2.5% | 569,968 | $81.8M |
| Marino, Stram & Associates LLC | 14.26% | Add +1.1% | 549,805 | $78.9M |
| Pinnacle Associates Ltd. | 1.00% | Add +1.1% | 543,929 | $78.1M |
| Wellspring Financial Advisors, LLC | 6.11% | Add +2.4% | 2,978,503 | $77.2M |
| Focus Partners Wealth | 0.09% | Add +175.4% | 521,283 | $74.8M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +0.7% | 493,191 | $72.4M |
| Inspirion Wealth Advisors, LLC | 8.81% | Add +16.2% | 501,324 | $72.0M |
| Steward Partners Investment Advisory, LLC | 0.38% | Add +1.1% | 480,281 | $68.9M |
| White Lighthouse Investment Management Inc. | 9.45% | Add +1.9% | 471,838 | $67.7M |
| Arlington Trust Co LLC | 6.36% | Reduce -1.3% | 434,636 | $62.4M |
| AQR Capital Management | 0.03% | Add +3.9% | 417,062 | $59.9M |
| Mesirow Financial Investment Management, Inc. | 1.17% | Reduce -27.8% | 396,265 | $56.9M |
| Smithfield Trust Co | 2.48% | Reduce -1.2% | 390,509 | $56.0M |
| Private Advisor Group, LLC | 0.25% | Reduce -1.8% | 376,884 | $54.1M |
| Hancock Whitney Corp. | 0.96% | Add +0.6% | 371,228 | $53.3M |
| Cornerstone Advisory, LLC | 4.73% | Reduce -0.3% | 345,556 | $49.6M |
| Waverly Advisors, LLC | 0.40% | Reduce -1.1% | 342,801 | $49.2M |
| Operose Advisors LLC | 11.39% | Reduce -2.9% | 340,681 | $48.9M |
| Waldron Private Wealth LLC | 1.91% | Reduce -2.2% | 337,278 | $48.4M |
| United Services Automobile Association | 3.05% | Add +57.9% | 336,132 | $48.2M |
| NewEdge Advisors, LLC | 0.17% | Add +1.3% | 331,827 | $47.6M |
| Moneta Group Investment Advisors LLC | 0.36% | Add +8.7% | 327,388 | $47.0M |
| MBM Wealth Consultants, LLC | 11.16% | Reduce -0.1% | 326,990 | $46.9M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +5.9% | 323,090 | $46.4M |
| Wealthcare Advisory Partners LLC | 0.90% | Add +160.0% | 319,399 | $45.8M |
| Baltimore-Washington Financial Advisors, Inc. | 1.91% | Reduce -3.4% | 318,956 | $45.8M |
| Zhang Financial LLC | 1.68% | Reduce -0.9% | 314,048 | $45.1M |
| M&T Bank Corp | 0.14% | Add +4.2% | 311,151 | $44.7M |
| Round Rock Advisors LLC | 6.64% | Add +1.5% | 307,633 | $44.2M |
| Pinnacle Wealth Management Advisory Group, LLC | 3.01% | Add +1.2% | 304,969 | $43.8M |
| Twele Capital Management, Inc. | 7.66% | Add +0.7% | 298,771 | $42.9M |
| DAVENPORT & Co LLC | 0.23% | Add +10.3% | 297,403 | $42.7M |
| FMR LLC | 0.00% | Add +12.0% | 295,710 | $42.4M |
| Apella Capital, LLC | 0.82% | Add +3.2% | 289,443 | $41.5M |
| Rwa Wealth Partners, LLC | 0.45% | Add +231.7% | 289,191 | $41.5M |
| Sei Investments Co. | 0.04% | Add +4.1% | 280,996 | $40.3M |
| Keybank National Association | 0.14% | Add +10.3% | 279,427 | $40.1M |
| Merit Financial Group, LLC | 0.32% | Add +2.5% | 278,479 | $40.0M |
| Act Wealth Management, LLC | 12.71% | Add +2.5% | 270,704 | $38.9M |
| Heartwood Wealth Advisors LLC | 3.54% | Add +1.2% | 267,804 | $38.4M |
| Lido Advisors, LLC | 0.15% | Add +13.4% | 260,827 | $36.9M |
| New England Asset Management Inc. | 4.89% | No change | 250,940 | $36.0M |
| Crews Bank & Trust | 5.10% | Add +3.4% | 248,065 | $35.6M |
| Human Investing LLC | 5.00% | Add +0.1% | 246,463 | $35.4M |
| Valmark Advisers, Inc. | 0.43% | Add +18.8% | 244,332 | $35.1M |
| Sanctuary Advisors, LLC | 0.19% | Add +5.8% | 243,840 | $35.0M |
| Focus Financial Network, Inc. | 1.16% | Add +7.7% | 232,245 | $33.3M |
| Conservest Capital Advisors, Inc. | 2.98% | Add +0.5% | 230,157 | $33.0M |
| Beacon Pointe Advisors, LLC | 0.23% | Add +1.0% | 229,437 | $32.9M |
| Forum Private Client Group LLC | 10.85% | Add +5.3% | 221,838 | $31.8M |
| Venture Visionary Partners LLC | 1.04% | Add +1.1% | 220,806 | $31.8M |
| Old National Bancorp | 0.53% | Reduce -5.2% | 220,459 | $31.6M |
| Wolff Financial Management LLC | 7.11% | Add +1.6% | 220,265 | $31.6M |
| State Farm Mutual Automobile Insurance Co. | 0.02% | Add +29.4% | 218,597 | $31.4M |
| WASHINGTON TRUST Co | 1.02% | Add +0.9% | 218,515 | $31.4M |
| IFG Advisory, LLC | 1.36% | Add +8.1% | 216,947 | $31.1M |
| Regions Financial Corp. | 0.20% | Add +7.3% | 215,956 | $31.0M |
| AE Wealth Management LLC | 0.18% | Add +5.8% | 214,490 | $30.8M |
| DeDora Capital, Inc. | 7.28% | Reduce -0.1% | 214,265 | $30.8M |
| Berkeley Capital Partners, LLC | 7.22% | Reduce -1.4% | 213,470 | $30.6M |
| Roble, Belko & Company, Inc | 4.01% | Add +0.3% | 213,462 | $30.6M |
| Focused Wealth Management, Inc | 3.24% | Add +3.4% | 212,334 | $30.5M |
| Bank of Hawaii | 1.50% | Add +0.7% | 211,693 | $30.4M |
| GSG Advisors LLC | 7.84% | Add +0.6% | 211,687 | $30.4M |
| Dagco, Inc. | 7.01% | Add +0.0% | 211,441 | $30.3M |
| Opus Capital Group, LLC | 3.28% | Add +0.4% | 210,973 | $30.3M |
| US Bancorp \de | 0.04% | Add +2.8% | 208,881 | $30.0M |
| Arkadios Wealth Advisors | 0.58% | Add +7.1% | 205,231 | $29.5M |
| Comerica Bank | 0.12% | Reduce -1.8% | 204,322 | $29.3M |
| Beacon Financial Group | 2.88% | Reduce -3.9% | 201,563 | $28.9M |
| Charter Capital Management, LLC\DE | 14.93% | Add +4.5% | 201,439 | $28.9M |
| Southern Farm Bureau Life Insurance | 2.96% | No change | 200,033 | $28.7M |
| Buska Wealth Management, LLC | 10.48% | Reduce -21.0% | 197,568 | $28.4M |
| Mutual Advisors, LLC | 0.61% | Reduce -0.3% | 197,082 | $28.3M |
| FineMark National Bank & Trust | 0.88% | Add +0.9% | 196,748 | $28.2M |
| &partners | 0.15% | Add +7.6% | 194,005 | $27.8M |
| Rebalance, LLC | 1.61% | Reduce -5.3% | 191,581 | $27.5M |
| Pacific Capital Wealth Advisors, Inc. | 4.71% | Reduce -0.8% | 191,421 | $27.5M |
| Quantinno Capital Management LP | 0.05% | Add +758.5% | 186,679 | $26.8M |
| Investment Advisory Group, LLC | 6.87% | Add +3.8% | 186,045 | $26.7M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3.54% | Add +50.8% | 183,920 | $26.4M |
| Oak Harvest Investment Services | 2.87% | Add +1.7% | 183,259 | $26.3M |
| First Manhattan Co. Llc. | 0.07% | Add +0.1% | 182,198 | $26.1M |
| Graves Light Lenhart Wealth, Inc. | 2.75% | Reduce -1.3% | 180,976 | $26.0M |
| Concurrent Investment Advisors, LLC | 0.30% | Add +9.2% | 180,798 | $25.9M |
| Integrated Wealth Concepts LLC | 0.30% | Reduce -16.1% | 176,833 | $25.4M |
| Pinnacle Financial Partners, Inc. | 0.19% | — | 174,597 | $25.1M |
| LBMC Investment Advisors, LLC | 1.54% | Add +8.0% | 173,630 | $24.9M |
| IFP Advisors, Inc | 0.56% | Add +4.9% | 173,550 | $24.9M |
| Avion Wealth | 5.17% | Add +1.8% | 171,822 | $24.7M |
| Montis Financial, LLC | 4.86% | Reduce -1.0% | 171,246 | $24.6M |
| Quaker Wealth Management, LLC | 7.76% | Add +2.3% | 170,637 | $24.5M |
| Essex Financial Services, Inc. | 1.39% | Add +3.0% | 170,596 | $24.5M |
| Measured Wealth Private Client Group, LLC | 6.41% | Reduce -5.4% | 168,719 | $24.2M |
| Annandale Capital, LLC | 3.94% | Add +7.9% | 168,517 | $24.2M |
| First Hawaiian Bank | 3.19% | Reduce -0.7% | 166,845 | $23.9M |
| Piedmont Capital Management, LLC | 12.03% | Reduce -0.4% | 164,293 | $23.6M |
| Northern Trust Corp. | 0.00% | Add +0.8% | 163,264 | $23.4M |
| Blair William & Co. | 0.06% | Add +5.0% | 161,299 | $23.1M |
| Ariston Services Group | 13.29% | Add +0.4% | 157,818 | $22.7M |
| Commerce Bank | 0.12% | Add +0.4% | 156,641 | $22.5M |
| Long Run Wealth Advisors, LLC | 4.22% | Add +3.0% | 156,215 | $22.4M |
| Westside Investment Management, Inc. | 3.58% | Add +1.1% | 155,785 | $22.4M |
| Wealth Dimensions Group, Ltd. | 4.38% | Add +2.3% | 153,925 | $22.1M |
| Money Concepts Capital Corp. | 1.23% | Reduce -17.7% | 153,066 | $22.0M |
| Alliance Wealth Advisors, LLC | 4.69% | Add +1566.1% | 150,847 | $21.6M |
| First National Trust Co | 0.71% | Add +1.9% | 149,171 | $21.4M |
| Clearstead Advisors, LLC | 0.27% | Add +9.5% | 148,544 | $21.3M |
| Howe & Rusling Inc. | 1.40% | Add +59.0% | 147,512 | $21.2M |
| Decker Wealth Management LLC | 4.63% | — | 147,023 | $21.1M |
| Exencial Wealth Advisors, LLC | 0.66% | Reduce -0.4% | 145,298 | $20.9M |
| Bank of New York Mellon Corp | 0.00% | Add +9.3% | 144,815 | $20.8M |
| Ballast, Inc. | 4.86% | Add +20.9% | 144,777 | $20.8M |
| Financial Perspectives, Inc | 5.58% | Add +0.6% | 144,312 | $20.7M |
| Rockefeller Capital Management L.P. | 0.04% | Add +20.2% | 141,814 | $20.4M |
| AdvisorNet Financial, Inc | 1.08% | Reduce -4.0% | 141,732 | $20.3M |
| Bryn Mawr Trust Advisors, LLC | 0.98% | Add +53.9% | 141,403 | $20.3M |
| Avior Wealth Management, LLC | 0.62% | Reduce -17.4% | 138,653 | $19.9M |
| Northside Capital Management, LLC | 1.72% | No change | 138,090 | $19.8M |
| Nations Financial Group Inc, /Ia/ | 1.04% | Reduce -3.2% | 137,816 | $19.8M |
| Cary Street Partners Financial LLC | 0.49% | Add +3.2% | 136,866 | $19.6M |
| Performance Wealth Partners, LLC | 0.53% | Reduce -0.1% | 136,607 | $19.6M |
| Steele Capital Management, Inc. | 0.84% | Add +3.6% | 136,510 | $19.6M |
| Select Asset Management & Trust | 6.08% | Add +0.0% | 136,235 | $19.6M |
| Bessemer Group Inc. | 0.03% | Reduce -1.0% | 135,376 | $19.4M |
| Baker Ellis Asset Management LLC | 2.34% | Reduce -2.4% | 135,353 | $19.4M |
| Salomon & Ludwin, LLC | 1.72% | Reduce -2.9% | 133,100 | $19.4M |
| Wealthspire Advisors, LLC | 0.15% | Reduce -52.7% | 132,086 | $19.0M |
| Natixis Advisors, LLC | 0.03% | Add +13.0% | 130,654 | $18.8M |
| PFG Advisors | 0.89% | Reduce -22.8% | 128,116 | $18.4M |
| Trustmark Bank Trust Department | 1.12% | Reduce -1.4% | 124,045 | $17.8M |
| Summit Financial, LLC | 0.26% | Add +9.7% | 123,301 | $17.7M |
| Angeles Wealth Management, LLC | 0.97% | Add +1456.8% | 123,124 | $17.7M |
| Flagship Wealth Advisors, LLC | 5.13% | Add +6.5% | 122,895 | $17.6M |
| Hardy Reed LLC | 1.24% | Reduce -6.0% | 120,847 | $17.3M |
| First Horizon Corp. | 0.77% | Add +37.3% | 120,735 | $17.3M |
| Mittelman Wealth Management | 11.26% | Reduce -7.5% | 120,717 | $17.3M |
| Park Avenue Securities LLC | 0.15% | Add +25.1% | 120,710 | $17.3M |
| Arkos Global Advisors | 2.21% | Reduce -1.1% | 120,392 | $17.3M |
| Penserra Capital Management LLC | 0.20% | New | 119,401 | $17.1M |
| Principle Wealth Partners LLC | 0.96% | Reduce -0.6% | 118,948 | $17.1M |
| AF Advisors, Inc. | 6.48% | Add +50.7% | 118,864 | $17.1M |
| Unison Advisors LLC | 1.49% | Add +0.0% | 118,733 | $17.0M |
| Reality Financial Planning Services, LLC | 16.22% | — | 118,038 | $16.9M |
| Transcend Capital Advisors, LLC | 1.31% | Reduce -5.6% | 117,870 | $16.9M |
| EP Wealth Advisors, LLC | 0.09% | — | 117,571 | $16.9M |
| Certified Advisory Corp | 1.54% | Add +1.2% | 117,350 | $16.8M |
| Procyon Advisors, LLC | 0.82% | Add +1.6% | 116,090 | $16.7M |
| Juno Financial Group LLC | 6.59% | — | 114,670 | $16.5M |
| Cresset Asset Management, LLC | 0.07% | Add +7.4% | 113,954 | $16.4M |
| CENTRAL TRUST Co | 0.32% | Reduce -1.4% | 113,510 | $16.3M |
| Iron Gate Global Advisors LLC | 1.66% | Add +10.7% | 112,933 | $16.2M |
| Howard Wealth Management, LLC | 7.01% | Add +2.9% | 111,875 | $16.1M |
| Tepp RIA, LLC | 15.47% | Add +4.0% | 108,931 | $15.6M |
| MAI Capital Management | 0.09% | Add +49.6% | 108,654 | $15.6M |
| Francis Financial, Inc. | 3.04% | Reduce -6.9% | 108,113 | $15.5M |
| Bell Bank | 0.66% | Reduce -85.1% | 107,334 | $15.4M |
| Aptus Capital Advisors, LLC | 0.13% | Add +22.1% | 107,215 | $15.4M |
| Paragon Financial Partners, Inc. | 9.36% | Add +0.1% | 105,986 | $15.2M |
| Patriot Investment Management Group, Inc. | 0.96% | Reduce -13.3% | 105,497 | $15.1M |
| Integrated Advisors Network LLC | 0.67% | Reduce -12.2% | 104,846 | $15.0M |
| Asset Allocation & Management Company, LLC | 5.93% | No change | 102,990 | $14.8M |
| High Net Worth Advisory Group LLC | 3.40% | Add +1.5% | 102,923 | $14.8M |
| Stonebridge Capital Advisors LLC | 1.01% | Add +2.7% | 102,056 | $14.6M |
| Headinvest, LLC | 2.91% | Add +0.5% | 102,006 | $14.6M |
| Seneca Financial Advisors LLC | 4.45% | Add +6.6% | 101,846 | $14.6M |
| Allen Investment Management, LLC | 0.16% | Add +157.1% | 101,796 | $14.6M |
| VSM Wealth Advisory, LLC | 4.36% | Reduce -0.6% | 101,238 | $14.5M |
| Causey Wealth LLC | 6.58% | Add +2.7% | 100,953 | $14.5M |
| Private Advisory Group LLC | 1.14% | Reduce -1.6% | 100,807 | $14.5M |
| Kingsview Wealth Management, LLC | 0.21% | Add +8.0% | 100,000 | $14.4M |
| Rollins Financial Advisors, LLC | 2.10% | Add +23.7% | 99,928 | $14.3M |
| Brown Advisory Inc. | 0.02% | Add +6.8% | 99,176 | $14.2M |
| Matrix Asset Advisors Inc. | 1.27% | Add +10.3% | 98,624 | $14.2M |
| Capital Advisors Wealth Management, LLC | 1.93% | Add +4.1% | 98,503 | $14.1M |
| Ieq Capital, LLC | 0.04% | Add +8.0% | 98,480 | $14.1M |
| Peapack Gladstone Financial Corp. | 0.18% | Reduce -1.8% | 98,464 | $14.1M |
| Pointe Capital Management LLC | 7.00% | Reduce -0.8% | 98,378 | $14.1M |
| Global Wealth Management Investment Advisory, Inc. | 2.26% | Add +5.3% | 98,270 | $14.1M |
| SlateStone Wealth, LLC | 1.17% | Reduce -0.1% | 97,565 | $14.0M |
| GW Henssler & Associates Ltd. | 0.67% | Add +4.5% | 97,455 | $14.0M |
| Bernardo Wealth Planning LLC | 2.66% | Reduce -1.3% | 97,190 | $13.9M |
| Brookstone Capital Management | 0.16% | Add +18.1% | 97,133 | $13.9M |
| Arthur M. Cohen & Associates, LLC | 2.28% | Reduce -1.3% | 97,090 | $13.9M |
| Midwest Trust Co | 0.17% | Add +126.9% | 96,874 | $13.9M |
| Ironwood Wealth Management, Inc. | 6.13% | Reduce -2.4% | 92,786 | $13.7M |
| HB Wealth Management, LLC | 0.09% | Add +5.7% | 94,990 | $13.6M |
| Asset Allocation Strategies LLC | 2.50% | Add +5.8% | 94,195 | $13.5M |
| CreativeOne Wealth, LLC | 0.33% | Add +10.3% | 93,945 | $13.5M |
| Vanguard Group Inc. | 0.00% | Reduce -1.2% | 93,247 | $13.4M |
| Grandview Asset Management LLC | 3.65% | Add +2.5% | 92,797 | $13.3M |
| Cherry Tree Wealth Management, LLC | 2.79% | Add +0.3% | 92,056 | $13.2M |
| United Capital Financial Advisors, LLC | 0.08% | Add +13.5% | 91,406 | $13.1M |
| Insight Wealth Strategies, LLC | 1.49% | Add +0.9% | 90,603 | $13.0M |
| BlackRock, Inc. | 0.00% | Add +1071.2% | 89,645 | $12.9M |
| Accretive Wealth Partners, LLC | 3.78% | Add +1.3% | 88,766 | $12.7M |
| Nwam LLC | 0.71% | Reduce -2.5% | 88,252 | $12.7M |
| Pinnacle Financial Group, LLC / IL | 3.68% | Add +3.6% | 88,439 | $12.7M |
| Stokes Family Office, LLC | 1.15% | Add +0.1% | 87,514 | $12.6M |
| SWAN Capital LLC | 4.83% | Add +17.6% | 86,600 | $12.4M |
| Stephens Inc. | 0.15% | Add +28.9% | 85,677 | $12.3M |
| Strategic Family Wealth Counselors, L.L.C. | 2.76% | Add +3.0% | 83,782 | $12.3M |
| truNorth Financial Services, Inc. | 13.28% | — | 85,337 | $12.2M |
| World Investment Advisors | 0.20% | Add +39.1% | 84,572 | $12.1M |
| Global Retirement Partners, LLC | 0.21% | Add +39.4% | 83,348 | $12.0M |
| Evermay Wealth Management LLC | 1.33% | Reduce -2.7% | 82,782 | $11.9M |
| Forvis Mazars Wealth Advisors, LLC | 0.22% | Add +1.5% | 82,132 | $11.8M |
| Gross & Hartman Investments LLC | 6.67% | — | 81,594 | $11.7M |
| Raab & Moskowitz Asset Management LLC | 2.55% | Add +5.7% | 81,041 | $11.6M |
| Crescent Grove Advisors, LLC | 1.10% | Add +1.9% | 80,839 | $11.6M |
| Capstone Wealth Management Group, LLC | 4.85% | Reduce -2.3% | 80,685 | $11.6M |
| Linscomb Wealth, Inc. | 0.49% | Reduce -2.5% | 80,639 | $11.6M |
| waypoint wealth counsel | 4.23% | Add +6.1% | 80,320 | $11.5M |
| Octavia Wealth Advisors, LLC | 1.10% | Add +2.9% | 80,252 | $11.5M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +14.5% | 80,027 | $11.5M |
| Fiduciary Trust Co | 0.13% | Reduce -3.6% | 79,783 | $11.5M |
| Sterling Financial Planning, Inc. | 3.42% | Add +3.0% | 79,046 | $11.3M |
| Pps&v Asset Management Consultants, Inc. | 6.58% | Add +0.6% | 78,970 | $11.3M |
| Romano Brothers and Company | 1.29% | Add +0.5% | 78,968 | $11.3M |
| Vestmark Advisory Solutions, Inc. | 0.15% | Add +2.1% | 77,953 | $11.2M |
| Summit Wealth Partners, LLC | 2.06% | Reduce -1.6% | 77,822 | $11.2M |
| Kropog Financial Group, LLC | 8.52% | Add +4.1% | 76,629 | $11.0M |
| Axxcess Wealth Management, LLC | 0.20% | Add +886.3% | 76,550 | $11.0M |
| Nisa Investment Advisors, LLC | 0.04% | New | 76,316 | $11.0M |
| Granite FO LLC | 5.77% | Add +0.0% | 75,428 | $10.8M |
| Milestone Investment Advisors LLC | 2.62% | Reduce -0.6% | 75,367 | $10.8M |
| EPG Wealth Management LLC | 2.90% | Add +2.0% | 75,089 | $10.8M |
| Thrivent Financial for Lutherans | 0.02% | Add +74.5% | 74,318 | $10.7M |
| Keudell/Morrison Wealth Management | 2.25% | — | 74,511 | $10.7M |
| Robertson Stephens Wealth Management, LLC | 0.30% | Reduce -5.0% | 74,502 | $10.7M |
| Deutsche Bank AG | 0.00% | No change | 74,344 | $10.7M |
| West Bancorporation Inc. | 5.58% | Add +11.2% | 74,140 | $10.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.19% | Reduce -0.2% | 73,970 | $10.6M |
| Flagship Harbor Advisors, LLC | 0.50% | Add +0.8% | 73,964 | $10.6M |
| Western Pacific Wealth Management, LP | 10.27% | Add +18.7% | 73,910 | $10.6M |
| AMG National Trust Bank | 0.25% | Reduce -3.4% | 73,850 | $10.6M |
| Stillwater Capital Advisors, LLC | 1.12% | Add +17.2% | 72,391 | $10.4M |
| Yarger Wealth Strategies, LLC | 4.46% | Add +1.5% | 72,381 | $10.4M |
| Associated Banc-Corp | 0.27% | Reduce -8.4% | 72,355 | $10.4M |
| CIBC Private Wealth Group LLC | 0.02% | Reduce -3.0% | 72,144 | $10.4M |
| Johnson Financial Group, Inc. | 0.38% | Reduce -13.9% | 71,502 | $10.3M |
| Cwm, LLC | 0.03% | Add +10.4% | 71,445 | $10.3M |
| StoneX Group Inc. | 0.44% | Add +2.9% | 70,997 | $10.2M |
| Evergreen Wealth Management, LLC | 5.12% | Add +1.5% | 70,844 | $10.2M |
| Atlas Legacy Advisors, LLC | 1.78% | Add +4.0% | 70,750 | $10.2M |
| Laurel Oak Wealth Management, LLC | 1.71% | — | 70,742 | $10.2M |
| Tide Cove Capital Partners LLC | 6.97% | Add +7.2% | 64,860 | $10.1M |
| Avantax Planning Partners, Inc. | 0.28% | Add +2.8% | 70,271 | $10.1M |
| Integrity Alliance, Llc. | 0.37% | Add +935.4% | 70,073 | $10.1M |
| First National Bank of Omaha | 0.29% | Add +1906.5% | 68,742 | $9.9M |
| Sonata Capital Group Inc. | 3.57% | Reduce -0.1% | 68,960 | $9.9M |
| Pettinga Financial Advisors LLC | 1.88% | Reduce -5.6% | 68,928 | $9.9M |
| Capital Analysts, LLC | 0.27% | Reduce -0.0% | 68,402 | $9.8M |
| Goldstone Financial Group, LLC | 1.08% | Add +6.4% | 67,617 | $9.7M |
| Spreng Capital Management, Inc. | 3.80% | Add +2.8% | 67,477 | $9.7M |
| PFG Private Wealth Management, LLC | 4.23% | Add +154.4% | 67,397 | $9.7M |
| Woodmont Investment Counsel LLC | 0.61% | Reduce -0.2% | 67,384 | $9.7M |
| AA Financial Advisors, LLC | 1.78% | Reduce -10.8% | 67,266 | $9.7M |
| HBW Advisory Services LLC | 1.04% | Add +0.7% | 66,999 | $9.6M |
| Geneos Wealth Management Inc. | 0.23% | Add +3.6% | 66,950 | $9.6M |
| O'shaughnessy Asset Management, LLC | 0.05% | Add +11.6% | 66,876 | $9.6M |
| Independent Financial Group, LLC | 0.21% | Add +3.2% | 66,782 | $9.6M |
| Daybright Advisory Services, Inc. | 2.55% | — | 66,686 | $9.6M |
| Citigroup Inc. | 0.01% | Reduce -9.4% | 66,286 | $9.5M |
| Montz Harcus Wealth Management LLC | 3.84% | Add +2.1% | 65,927 | $9.5M |
| Arax Advisory Partners | 0.27% | Reduce -14.9% | 65,604 | $9.4M |
| Focus Partners Advisor Solutions, LLC | 0.12% | Add +20.5% | 65,550 | $9.4M |
| Advisory Services Network, LLC | 0.13% | Add +1.7% | 65,546 | $9.4M |
| Ameritas Advisory Services, LLC | 0.35% | Add +58.2% | 65,388 | $9.4M |
| Baron Silver Stevens Financial Advisors, LLC | 1.35% | Add +0.1% | 65,346 | $9.4M |
| Harbour Investments, Inc. | 0.19% | Add +3.8% | 65,203 | $9.4M |
| Sage Financial Management Group, Inc. | 2.85% | Add +5.3% | 64,931 | $9.3M |
| Three Bearings Fiduciary Advisors, Inc. | 8.71% | — | 62,100 | $9.3M |
| Silverlake Wealth Management LLC | 2.07% | Add +20.0% | 64,154 | $9.2M |
| Evergreen Capital Management LLC | 0.21% | Reduce -1.2% | 64,091 | $9.2M |
| Apeiron RIA LLC | 1.86% | Reduce -8.3% | 60,819 | $9.2M |
| Gleason Group, Inc. | 0.89% | Add +1.3% | 62,955 | $9.0M |
| Leelyn Smith, LLC | 1.31% | Reduce -2.0% | 62,955 | $9.0M |
| CoreCap Advisors, LLC | 0.32% | Add +9.8% | 62,820 | $9.0M |
| Employees' Retirement Fund of the City of Fort Worth | 4.00% | Reduce -41.6% | 62,303 | $8.9M |
| Tilson Financial Group, Inc. | 2.73% | Add +2.1% | 61,866 | $8.9M |
| City State Bank | 2.43% | Add +6.0% | 61,745 | $8.9M |
| 180 Wealth Advisors, LLC | 1.01% | Reduce -1.6% | 61,741 | $8.9M |
| Chelsea Counsel Co. | 3.80% | No change | 61,650 | $8.8M |
| Paradigm Capital Management, LLC | 8.31% | Add +1.4% | 61,653 | $8.8M |
| ETF Portfolio Partners, Inc. | 2.28% | Add +3.2% | 61,573 | $8.8M |
| Sound View Wealth Advisors Group, LLC | 0.59% | Add +3.0% | 61,520 | $8.8M |
| Gallagher Fiduciary Advisors, LLC | 0.29% | Add +154.2% | 61,497 | $8.8M |
| ArborFi Advisors, LLC | 7.11% | Add +5.8% | 61,060 | $8.8M |
| Simplicity Wealth,LLC | 0.52% | Add +16.6% | 61,000 | $8.8M |
| Principal Securities, Inc. | 0.14% | Reduce -0.4% | 60,965 | $8.7M |
| Penney Financial, LLC | 3.37% | Add +6.8% | 60,808 | $8.7M |
| XML Financial, LLC | 0.71% | Reduce -5.2% | 60,398 | $8.7M |
| RDA Financial Network | 2.08% | Add +0.7% | 60,184 | $8.6M |
| Quest Investment Management LLC | 0.93% | Add +0.8% | 60,078 | $8.6M |
| Sigma Investment Counselors Inc. | 0.44% | Reduce -1.3% | 60,078 | $8.6M |
| Creative Financial Designs Inc. | 0.54% | Add +11.1% | 59,924 | $8.6M |
| Burns J W & Co. Inc. | 0.95% | Reduce -3.2% | 59,482 | $8.5M |
| Investors Research Corp | 1.56% | Add +3.9% | 59,407 | $8.5M |
| Kestra Private Wealth Services, LLC | 0.11% | Add +3.0% | 59,168 | $8.5M |
| Vision Retirement, LLC | 2.27% | — | 59,134 | $8.5M |
| Sequoia Financial Advisors, LLC | 0.05% | Add +15.4% | 58,448 | $8.4M |
| Davidson Investment Advisors | 0.35% | Add +0.4% | 58,144 | $8.3M |
| Evanson Asset Management, LLC | 0.45% | Add +1.0% | 57,579 | $8.3M |
| Guardian Financial Partners, LLC | 3.46% | Reduce -7.7% | 57,157 | $8.2M |
| Tidal Investments LLC | 0.03% | New | 56,919 | $8.2M |
| WealthBridge Capital Management, LLC | 1.85% | Reduce -2.3% | 56,624 | $8.1M |
| JFS Wealth Advisors, LLC | 0.46% | Reduce -2.8% | 56,589 | $8.1M |
| Level Four Advisory Services, LLC | 0.26% | Add +7.9% | 56,260 | $8.1M |
| Financially in Tune, LLC | 7.51% | — | 56,086 | $8.0M |
| Bay Capital Advisors, LLC | 4.89% | Add +6.6% | 55,862 | $8.0M |
| Covington Investment Advisors Inc. | 1.09% | Add +23.9% | 55,803 | $8.0M |
| Adirondack Capital Advisors, LLC | 5.36% | — | 55,517 | $8.0M |
| Greenberg Financial Group | 3.27% | — | 55,329 | $7.9M |
| Ranch Capital Advisors Inc. | 2.92% | Add +0.2% | 55,328 | $7.9M |
| Beacon Advisors Holdings, LLC | 4.17% | — | 55,201 | $7.9M |
| Drucker Wealth 3.0, LLC | 1.39% | Reduce -3.8% | 55,156 | $7.9M |
| Tyche Wealth Partners LLC | 1.25% | Add +49.1% | 55,069 | $7.9M |
| CVA Family Office, LLC | 0.90% | Add +4.7% | 54,497 | $7.8M |
| Verity & Verity, LLC | 0.61% | Add +3.8% | 54,423 | $7.8M |
| Quadcap Wealth Management, LLC | 0.89% | Add +0.3% | 54,181 | $7.8M |
| Safe Harbor Family Capital, LLC | 6.81% | — | 53,973 | $7.7M |
| Williams Jones Wealth Management, LLC. | 0.09% | Reduce -1.3% | 53,683 | $7.7M |
| Dorsey & Whitney Trust CO LLC | 0.41% | Reduce -0.1% | 53,540 | $7.7M |
| Sherman Wealth Management LLC | 6.67% | — | 53,528 | $7.7M |
| Modera Wealth Management, LLC | 0.09% | Reduce -1.6% | 53,458 | $7.7M |
| Talisman Wealth Advisors LLC | 5.96% | Add +3.3% | 53,317 | $7.7M |
| Jmac Enterprises LLC | 1.44% | Add +1.3% | 52,601 | $7.5M |
| Sage Rhino Capital LLC | 1.42% | Reduce -1.7% | 52,538 | $7.5M |
| Whittier Trust Co. | 0.08% | Reduce -0.1% | 50,957 | $7.5M |
| Voya Financial Advisors, Inc. | 0.72% | Reduce -1.6% | 51,583 | $7.5M |
| Kingswood Wealth Advisors, LLC | 0.36% | Add +254.1% | 51,410 | $7.4M |
| Founders Grove Wealth Partners, LLC | 1.65% | Reduce -5.0% | 50,977 | $7.3M |
| Global Strategic Investment Solutions, LLC | 0.71% | Reduce -0.8% | 50,849 | $7.3M |
| Childress Capital Advisors, LLC | 1.17% | Add +0.8% | 50,835 | $7.3M |
| Curran Financial Partners, LLC | 1.39% | Reduce -0.6% | 50,815 | $7.3M |
| Destiny Wealth Partners, LLC | 0.83% | Add +0.1% | 48,900 | $7.3M |
| Rooted Wealth Advisors, Inc. | 2.01% | Reduce -9.9% | 46,867 | $7.2M |
| Mission Wealth Management, LP | 0.15% | Reduce -4.3% | 49,622 | $7.1M |
| Wealth Advisory Team LLC | 6.28% | — | 49,534 | $7.1M |
| Wealthcare Capital Partners, LLC | 3.33% | Add +19.0% | 49,522 | $7.1M |
| Cascade Financial Partners, LLC | 0.72% | Reduce -15.0% | 49,475 | $7.1M |
| Atria Investments, Inc | 0.08% | Add +0.2% | 49,210 | $7.1M |
| Foundations Investment Advisors, LLC | 0.09% | Add +58.0% | 49,098 | $7.0M |
| Prime Capital Investment Advisors, LLC | 0.09% | Add +0.7% | 49,005 | $7.0M |
| Benjamin Edwards Inc. | 0.08% | Add +6.8% | 48,380 | $6.9M |
| MSH Capital Advisors LLC | 1.48% | Add +7.0% | 48,133 | $6.9M |
| Vise Technologies, Inc. | 0.14% | Add +243.0% | 48,002 | $6.9M |
| EverSource Wealth Advisors, LLC | 0.25% | Add +0.4% | 47,895 | $6.9M |
| Darrow Company, Inc. | 3.09% | Reduce -0.0% | 47,884 | $6.9M |
| Sovereign Financial Group, Inc. | 1.20% | Add +3.0% | 46,957 | $6.7M |
| Fiduciary Group, LLC | 0.57% | Add +11.7% | 46,879 | $6.7M |
| Busey Bank | 0.18% | Reduce -6.9% | 46,571 | $6.7M |
| Embree Financial Group | 0.82% | Reduce -0.5% | 46,414 | $6.7M |
| FFG Retirement Advisors LLC | 4.13% | Reduce -1.2% | 46,361 | $6.7M |
| Croban | 3.20% | Add +84.1% | 46,288 | $6.6M |
| Biltmore Family Office, LLC | 0.91% | Add +2.0% | 46,026 | $6.6M |
| Cypress Wealth Services, LLC | 0.91% | Add +0.2% | 45,978 | $6.6M |
| Caprock Group, LLC | 0.14% | Add +12.9% | 45,812 | $6.6M |
| Tritonpoint Wealth, LLC | 0.67% | Reduce -0.0% | 45,781 | $6.6M |
| BIP Wealth, LLC | 0.23% | Reduce -3.3% | 45,584 | $6.5M |
| Wealthspan Partners, LLC | 2.38% | Reduce -0.3% | 45,538 | $6.5M |
| WealthPLAN Partners, LLC | 0.96% | Add +19.7% | 45,006 | $6.5M |
| Chaney Capital Management, Inc. | 2.21% | Reduce -1.1% | 44,634 | $6.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.38% | Add +283.1% | 44,413 | $6.4M |
| First PREMIER Bank | 1.45% | Reduce -3.3% | 44,146 | $6.3M |
| Telos Capital Management, Inc. | 0.59% | Reduce -2.1% | 44,110 | $6.3M |
| Allen Capital Group, LLC | 0.58% | Reduce -3.2% | 44,037 | $6.3M |
| MidAtlantic Capital Management, Inc. | 4.03% | Reduce -0.1% | 43,894 | $6.3M |
| Manning & Napier Advisors LLC | 0.08% | Reduce -0.1% | 42,889 | $6.2M |
| Wealth Management Associates, Inc. | 2.15% | Add +0.1% | 43,142 | $6.2M |
| PFG Investments, LLC | 0.29% | Add +1.1% | 43,092 | $6.2M |
| Dumont & Blake Investment Advisors LLC | 1.48% | Reduce -6.1% | 42,791 | $6.1M |
| Brown Brothers Harriman & Co. | 0.03% | Add +12.0% | 42,572 | $6.1M |
| Oxler Private Wealth LLC | 1.77% | Reduce -8.6% | 42,546 | $6.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 42,266 | $6.1M |
| Payne Capital LLC | 6.15% | Add +0.2% | 42,082 | $6.0M |
| Exchange Traded Concepts, LLC | 0.05% | Add +84665.3% | 41,535 | $6.0M |
| Gotham Asset Management | 0.02% | Add +25.8% | 41,525 | $6.0M |
| Flywheel Private Wealth LLC | 3.71% | Reduce -0.0% | 41,365 | $5.9M |
| Independence Bank of Kentucky | 0.74% | No change | 41,277 | $5.9M |
| Aspire Capital Advisors LLC | 1.39% | Add +4.1% | 41,162 | $5.9M |
| Hofer & Associates. Inc | 3.13% | Add +2.7% | 41,102 | $5.9M |
| Arcataur Capital Management LLC | 1.68% | Reduce -1.6% | 41,004 | $5.9M |
| Clear Harbor Asset Management, LLC | 0.40% | Reduce -1.8% | 40,967 | $5.9M |
| Parallel Advisors, LLC | 0.11% | Reduce -6.7% | 40,875 | $5.9M |
| Trinity Financial Advisors LLC | 1.64% | Reduce -7.6% | 40,781 | $5.9M |
| Wilmington Savings Fund Society, FSB | 0.14% | Add +23.7% | 40,715 | $5.8M |
| MassMutual Private Wealth & Trust, FSB | 0.15% | Add +987.9% | 40,655 | $5.8M |
| Sweeney & Michel, LLC | 1.72% | Add +0.3% | 37,211 | $5.8M |
| Gallagher Capital Advisors, LLC | 3.73% | Reduce -4.6% | 40,007 | $5.8M |
| Union Savings Bank | 2.50% | — | 40,127 | $5.8M |
| Dynamic Advisor Solutions LLC | 0.18% | Reduce -36.0% | 40,057 | $5.7M |
| Rosenberg Matthew Hamilton | 1.19% | Add +1.9% | 39,987 | $5.7M |
| IHT Wealth Management, LLC | 0.14% | Add +30.4% | 39,527 | $5.7M |
| Farther Finance Advisors, LLC | 0.06% | Add +16.3% | 39,454 | $5.7M |
| Breakwater Investment Management | 2.05% | Reduce -3.0% | 39,439 | $5.7M |
| Apollon Wealth Management, LLC | 0.10% | Add +3.2% | 39,280 | $5.6M |
| Accel Wealth Management | 1.54% | Reduce -0.8% | 39,251 | $5.6M |
| Walter & Keenan Wealth Management LLC /in/ | 1.50% | Reduce -0.3% | 39,059 | $5.6M |
| CoreFirst Bank & Trust | 3.03% | Reduce -3.3% | 39,015 | $5.6M |
| Onyx Bridge Wealth Group LLC | 0.59% | Add +6.7% | 38,888 | $5.6M |
| McGlone Suttner Wealth Management, Inc. | 0.75% | Reduce -2.9% | 38,868 | $5.6M |
| Uptick Partners, LLC | 1.19% | Reduce -15.4% | 38,769 | $5.6M |
| Means Investment Co., Inc. | 0.47% | Reduce -1.1% | 38,572 | $5.5M |
| NORTHSTAR ASSET MANAGEMENT Co | 1.17% | Add +1.1% | 38,485 | $5.5M |
| Western Wealth Management, LLC | 0.25% | Add +37.2% | 38,444 | $5.5M |
| Choreo, LLC | 0.07% | Reduce -1.9% | 38,164 | $5.5M |
| Bridgewealth Advisory Group, LLC | 1.22% | Reduce -0.2% | 38,431 | $5.5M |
| Catalyst Investment Management LLC | 5.21% | — | 38,359 | $5.5M |
| Blackston Financial Advisory Group, LLC | 3.35% | Reduce -4.2% | 38,358 | $5.5M |
| OneDigital Investment Advisors LLC | 0.05% | Add +1.6% | 38,342 | $5.5M |
| Agf Management Ltd. | 0.02% | Reduce -1.8% | 37,465 | $5.4M |
| Composition Wealth, LLC | 0.08% | Add +5.6% | 37,161 | $5.3M |
| Seneca House Advisors | 1.99% | Add +0.0% | 36,999 | $5.3M |
| GeoWealth Management, LLC | 0.19% | Add +13.9% | 36,492 | $5.2M |
| Investor's Fiduciary Advisor Network, LLC | 1.11% | Add +0.4% | 36,139 | $5.2M |
| Parkside Financial Bank & Trust | 0.39% | Add +3.6% | 35,869 | $5.1M |
| Wellington Management Group LLP | 0.00% | Reduce -94.0% | 35,765 | $5.1M |
| tru Independence LLC | 1.28% | Reduce -2.1% | 35,440 | $5.1M |
| Cannon Wealth Management Services, LLC | 3.58% | Add +3.0% | 35,296 | $5.1M |
| Capital Investment Advisory Services, LLC | 0.36% | Add +3.4% | 35,240 | $5.1M |
| Rockland Trust Co. | 0.20% | Add +0.8% | 34,853 | $5.0M |
| Parsons Capital Management Inc. | 0.27% | Add +14.2% | 34,652 | $5.0M |
| J.W. Cole Advisors, Inc. | 0.12% | Reduce -29.3% | 45,350 | $4.9M |
| Legacy Advisors, LLC | 0.53% | No change | 34,446 | $4.9M |
| Signature Estate & Investment Advisors LLC | 0.10% | Reduce -9.6% | 34,344 | $4.9M |
| Pacific Center for Financial Services | 1.26% | No change | 34,930 | $4.9M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -20.6% | 33,624 | $4.8M |
| McNaughton Wealth Management, LLC | 1.98% | Add +3.4% | 33,571 | $4.8M |
| Franklin Resources Inc. | 0.00% | Add +127.8% | 33,469 | $4.8M |
| Ally Invest Advisors Inc. | 0.33% | Add +9.8% | 33,466 | $4.8M |
| Manchester Capital Management LLC | 0.65% | Add +3.3% | 33,260 | $4.8M |
| Trust Co | 0.45% | Reduce -1.3% | 33,249 | $4.8M |
| Ironsides Asset Advisors, LLC | 1.21% | Reduce -0.3% | 33,231 | $4.8M |
| Prospera Financial Services Inc | 0.08% | Add +2.6% | 33,052 | $4.8M |
| Strategic Advisors LLC | 0.74% | Add +435.4% | 33,096 | $4.7M |
| Ritter Daniher Financial Advisory LLC / DE | 0.80% | Reduce -0.1% | 33,063 | $4.7M |
| CORDA Investment Management, LLC. | 0.34% | Add +0.5% | 33,025 | $4.7M |
| Rehmann Capital Advisory Group | 0.25% | Add +58.1% | 33,014 | $4.7M |
| CX Institutional | 0.14% | Reduce -5.3% | 32,998 | $4.7M |
| Everett Harris & Co. | 0.06% | Add +5.8% | 32,682 | $4.7M |
| Renaissance Technologies | 0.01% | Reduce -40.3% | 32,600 | $4.7M |
| Climber Capital SA | 3.04% | — | 33,793 | $4.7M |
| M Holdings Securities, Inc. | 0.33% | Add +9.9% | 32,390 | $4.6M |
| Diversify Wealth Management, LLC | 0.22% | Add +78.1% | 31,297 | $4.6M |
| RFG Advisory, LLC | 0.09% | Add +22.0% | 32,130 | $4.6M |
| Meridian Wealth Management, LLC | 0.16% | Add +27.9% | 32,106 | $4.6M |
| Lebenthal Global Advisors, LLC | 0.71% | Add +0.9% | 32,101 | $4.6M |
| Omnitrust Wealth Management, Inc | 5.85% | — | 32,089 | $4.6M |
| Atticus Wealth Management, LLC | 1.13% | Add +2.2% | 31,860 | $4.6M |
| Armstrong Advisory Group, Inc. | 0.31% | Add +2.4% | 31,788 | $4.6M |
| Wealthspire Retirement, LLC | 0.28% | Add +58.9% | 31,737 | $4.6M |
| Mgo One Seven LLC | 0.09% | Add +15.4% | 31,636 | $4.5M |
| Eagle Strategies LLC | 0.58% | Reduce -34.8% | 31,547 | $4.5M |
| SKY-Mountain Capital Management, Inc. | 2.97% | Add +4.2% | 30,077 | $4.5M |
| First Citizens Bank & Trust Co. | 0.09% | Add +2.9% | 31,023 | $4.5M |
| Hanover Advisors Inc. | 1.72% | Reduce -0.4% | 30,870 | $4.4M |
| Steel Grove Capital Advisors, LLC | 0.46% | New | 30,606 | $4.4M |
| Fiduciary Advisors, Inc. | 3.33% | Add +5.1% | 30,532 | $4.4M |
| Hippocratic Financial Advisors, LLC | 2.02% | Reduce -0.6% | 30,497 | $4.4M |
| Glen Eagle Advisors, LLC | 0.60% | Add +0.2% | 30,479 | $4.4M |
| Sapient Capital LLC | 0.06% | Add +7.4% | 30,104 | $4.4M |
| Cornell Pochily Investment Advisors, Inc. | 1.26% | Reduce -2.0% | 30,294 | $4.3M |
| Ayalon Insurance Comp Ltd. | 1.05% | No change | 30,236 | $4.3M |
| Oxinas Partners, LLC | 2.08% | Add +0.1% | 30,171 | $4.3M |
| Ritholtz Wealth Management | 0.08% | Add +3.7% | 29,928 | $4.3M |
| FRG Family Wealth Advisors LLC | 0.66% | Reduce -1.8% | 29,786 | $4.3M |
| GC Wealth Management RIA, LLC | 0.16% | Reduce -0.3% | 29,519 | $4.2M |
| Maseco LLP | 0.18% | New | 29,489 | $4.2M |
| Forza Wealth Management, LLC | 1.53% | Reduce -0.3% | 29,481 | $4.2M |
| Kapstone Financial Advisors LLC | 2.10% | Reduce -3.4% | 29,395 | $4.2M |
| OMNI 360 Wealth, Inc. | 2.15% | Add +13.8% | 28,330 | $4.2M |
| Triangle Securities Wealth Management | 0.88% | Add +2.1% | 29,174 | $4.2M |
| Donaldson Capital Management, LLC | 0.13% | Reduce -2.6% | 29,118 | $4.2M |
| LifeSteps Financial, Inc. | 2.67% | Reduce -2.5% | 29,075 | $4.2M |
| Advisors Capital Management, LLC | 0.05% | Add +2.5% | 29,048 | $4.2M |
| Cornerstone Advisors Asset Management, LLC | 0.68% | No change | 29,009 | $4.2M |
| Infinity Wealth Counsel, LLC | 3.77% | Add +0.3% | 28,805 | $4.1M |
| Wealth Management Partners, LLC | 1.18% | Reduce -3.9% | 28,788 | $4.1M |
| Richard C. Young & CO., LTD. | 0.37% | Reduce -0.8% | 28,749 | $4.1M |
| Sowell Financial Services LLC | 0.15% | Add +0.3% | 28,619 | $4.1M |
| Victory Financial Group, LLC | 0.51% | Reduce -7.3% | 28,413 | $4.1M |
| Advisor OS, LLC | 0.33% | Reduce -9.9% | 28,239 | $4.1M |
| Integrity Wealth Solutions LLC | 1.59% | Add +6.0% | 28,077 | $4.0M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Reduce -2.9% | 27,979 | $4.0M |
| Sunburst Financial Group, LLC | 0.81% | Reduce -4.3% | 27,815 | $4.0M |
| First County Bank | 2.10% | Add +36.2% | 27,789 | $4.0M |
| Pekin Hardy Strauss, Inc. | 0.37% | Add +0.9% | 27,701 | $4.0M |
| Culbertson A N & Co. Inc. | 0.54% | No change | 27,553 | $4.0M |
| KDT Advisors, LLC | 5.54% | No change | 27,539 | $4.0M |
| Savant Capital, LLC | 0.02% | Add +14.5% | 27,229 | $3.9M |
| Hyposwiss Advisors SA | 3.83% | — | 27,170 | $3.9M |
| Verdence Capital Advisors LLC | 0.23% | Add +0.6% | 27,165 | $3.9M |
| Chicago Partners Investment Group LLC | 0.10% | Reduce -4.7% | 26,381 | $3.9M |
| Ausdal Financial Partners, Inc. | 0.18% | Reduce -7.3% | 27,147 | $3.9M |
| Johnson Investment Counsel Inc. | 0.03% | Add +15.8% | 27,078 | $3.9M |
| Betterment LLC | 0.01% | Add +3.2% | 27,042 | $3.9M |
| Tiaa Trust, National Association | 0.01% | Add +3.4% | 26,948 | $3.9M |
| Sigma Planning Corp | 0.11% | Add +4.0% | 26,811 | $3.8M |
| Dodds Wealth, LLC | 0.94% | Reduce -12.8% | 26,786 | $3.8M |
| Trust Co. of Vermont | 0.16% | Add +2.0% | 26,721 | $3.8M |
| Wedmont Private Capital | 0.13% | Reduce -2.3% | 26,340 | $3.8M |
| StrongBox Wealth, LLC | 1.25% | Add +1.8% | 26,558 | $3.8M |
| New England Private Wealth Advisors LLC | 0.47% | Reduce -0.5% | 26,485 | $3.8M |
| Mill Creek Capital Advisors, LLC | 0.08% | Reduce -2.9% | 26,471 | $3.8M |
| International Assets Investment Management, LLC | 0.26% | Add +23.2% | 26,135 | $3.8M |
| SageView Advisory Group, LLC | 0.13% | Reduce -18.8% | 26,026 | $3.7M |
| Choate Investment Advisors | 0.07% | No change | 25,524 | $3.7M |
| Orion Capital Management LLC | 1.24% | Reduce -1.2% | 25,522 | $3.7M |
| Delta Financial Advisors LLC | 0.95% | No change | 25,512 | $3.7M |
| Guyasuta Investment Advisors Inc. | 0.21% | Reduce -4.3% | 25,465 | $3.7M |
| Commons Capital, LLC | 2.56% | Add +32.0% | 25,380 | $3.6M |
| MJP Associates Inc. | 0.45% | Reduce -14.6% | 25,324 | $3.6M |
| Independent Advisor Alliance | 0.09% | Reduce -12.6% | 25,290 | $3.6M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -99.0% | 25,270 | $3.6M |
| Smartleaf Asset Management LLC | 0.14% | Add +7.3% | 25,044 | $3.6M |
| Davidson Trust Co. | 1.50% | Reduce -6.5% | 25,064 | $3.6M |
| Daiichi Life Insurance Co., Ltd. | 0.09% | Reduce -4.5% | 25,036 | $3.6M |
| Petix & Botte Co | 0.81% | Reduce -0.1% | 24,907 | $3.6M |
| Confluence Wealth Services, Inc. | 0.15% | Add +0.3% | 24,670 | $3.5M |
| CDM Financial Counseling Services, Inc. | 3.32% | — | 24,656 | $3.5M |
| PAX Financial Group, LLC | 0.61% | Reduce -3.9% | 24,628 | $3.5M |
| Haverford Trust Co | 0.03% | Add +1.6% | 24,559 | $3.5M |
| Mainsail Asset Management, LLC | 1.50% | Add +0.5% | 24,467 | $3.5M |
| Jackson Wealth Management, LLC | 0.34% | Add +5.5% | 24,248 | $3.5M |
| Cambridge Capital Management, LLC | 1.56% | Reduce -1.4% | 24,220 | $3.5M |
| Redhawk Wealth Advisors, Inc. | 0.39% | Add +14.5% | 24,217 | $3.5M |
| Charter Oak Capital Management, LLC | 0.26% | Add +70.2% | 24,166 | $3.5M |
| Bison Wealth, LLC | 0.39% | Add +22.1% | 23,746 | $3.4M |
| Disciplined Investors, L.L.C. | 2.25% | Reduce -0.2% | 23,901 | $3.4M |
| Luminist Capital LLC | 4.24% | Reduce -11.2% | 23,899 | $3.4M |
| German American Bancorp, Inc. | 0.29% | No change | 23,821 | $3.4M |
| Consultiva Wealth Management, Corp. | 9.58% | Add +0.2% | 23,773 | $3.4M |
| Wilkins Miller Wealth Management, LLC | 2.03% | Add +6.5% | 23,712 | $3.4M |
| Smith Salley Wealth Management | 0.17% | Add +173.7% | 23,676 | $3.4M |
| Burke & Herbert Bank & Trust Co. | 0.93% | Add +2.5% | 23,407 | $3.4M |
| Blake Schutter Theil Wealth Advisors, LLC | 2.76% | Add +11.0% | 23,394 | $3.4M |
| Sara-Bay Financial | 1.00% | Add +20.7% | 23,063 | $3.3M |
| Bangor Savings Bank | 0.27% | No change | 23,220 | $3.3M |
| Warner Financial, Inc. | 1.16% | Reduce -1.9% | 23,198 | $3.3M |
| Founders Financial Alliance, LLC | 0.63% | Reduce -1.6% | 23,184 | $3.3M |
| Panoramic Investment Advisors, LLC | 1.81% | Add +1.7% | 23,158 | $3.3M |
| Perigon Wealth Management, LLC | 0.06% | Reduce -4.1% | 23,158 | $3.3M |
| URS Advisory LLC | 2.76% | — | 23,152 | $3.3M |
| Scotia Capital Inc. | 0.01% | Add +1.0% | 23,046 | $3.3M |
| Simon Quick Advisors, LLC | 0.14% | Reduce -22.2% | 22,906 | $3.3M |
| Bowman & Co S.C. | 1.38% | Reduce -2.8% | 22,743 | $3.3M |
| Wells Financial Advisors INC | 6.16% | Reduce -15.7% | 22,592 | $3.2M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.08% | Reduce -0.1% | 22,552 | $3.2M |
| Montecito Bank & Trust | 0.51% | Reduce -5.4% | 22,493 | $3.2M |
| Whittier Trust Co. of Nevada Inc. | 0.07% | Add +3.5% | 21,723 | $3.2M |
| Carnegie Investment Counsel | 0.06% | Add +1.6% | 22,059 | $3.2M |
| Evolve Private Wealth, LLC | 0.19% | — | 22,046 | $3.2M |
| Mechanics Bank Trust Department | 0.41% | Reduce -0.9% | 22,001 | $3.2M |
| Quantum Capital Management, LLC / NJ | 0.37% | New | 21,982 | $3.2M |
| Savvy Advisors, Inc. | 0.10% | Add +15.6% | 21,921 | $3.1M |
| Platform Technology Partners | 0.67% | No change | 21,855 | $3.1M |
| Livet Wealth, LLC | 1.93% | — | 21,843 | $3.1M |
| Diversified Portfolios, Inc. | 0.26% | Reduce -0.5% | 21,823 | $3.1M |
| Rossby Financial, LCC | 0.98% | Add +2078.1% | 21,694 | $3.1M |
| Alpha Cubed Investments, LLC | 0.11% | Reduce -1.3% | 21,661 | $3.1M |
| Northstar Group, Inc. | 0.44% | Add +0.0% | 21,560 | $3.1M |
| Daymark Wealth Partners, LLC | 0.10% | Add +0.4% | 21,529 | $3.1M |
| Kohmann Bosshard Financial Services, LLC | 0.28% | Reduce -1.0% | 21,513 | $3.1M |
| BOK Financial Private Wealth, Inc. | 0.19% | Add +34.5% | 21,394 | $3.1M |
| CGN Advisors LLC | 0.24% | Add +23.2% | 21,374 | $3.1M |
| Antonelli Financial Advisors, LLC | 2.02% | Add +19.1% | 21,357 | $3.1M |
| Intellectus Partners, LLC | 0.59% | No change | 21,350 | $3.1M |
| Citizens Financial Group Inc. | 0.04% | Add +2.8% | 21,290 | $3.1M |
| Cullen/Frost Bankers, Inc. | 0.03% | Add +7.4% | 21,278 | $3.1M |
| 71 West Capital Partners | 0.14% | — | 21,241 | $3.0M |
| Hickory Point Bank & Trust | 2.21% | Add +3.9% | 21,193 | $3.0M |
| Connecticut Wealth Management, LLC | 0.13% | No change | 21,191 | $3.0M |
| Harbor Investment Advisory, LLC | 0.23% | Reduce -0.1% | 21,029 | $3.0M |
| VeraBank, N.A. | 0.54% | Add +8.0% | 20,845 | $3.0M |
| TFB Advisors LLC | 0.83% | Add +13.9% | 20,765 | $3.0M |
| Pallas Capital Advisors LLC | 0.10% | Reduce -2.4% | 20,736 | $3.0M |
| Neuberger Berman Group LLC | 0.00% | No change | 20,708 | $3.0M |
| New Covenant Trust Company, N.A. | 2.67% | Reduce -0.3% | 20,460 | $3.0M |
| Kovack Advisors, Inc. | 0.14% | Add +16.3% | 20,632 | $3.0M |
| Monument Capital Management | 0.73% | New | 20,474 | $2.9M |
| Old Port Advisors | 0.72% | Reduce -4.7% | 20,400 | $2.9M |
| Schroder Investment Management Group | 0.00% | Add +1.4% | 20,320 | $2.9M |
| WCG Wealth Advisors LLC | 0.08% | Add +5.6% | 20,299 | $2.9M |
| Cozad Asset Management Inc. | 0.22% | Reduce -3.9% | 20,161 | $2.9M |
| Xcelsior Advisor Partners LLC | 1.41% | — | 20,145 | $2.9M |
| Cambridge Financial Group, LLC | 1.00% | Add +0.6% | 20,506 | $2.9M |
| Signet Financial Management, LLC | 0.32% | Reduce -7.8% | 20,005 | $2.9M |
| Patriot Financial Group Insurance Agency, LLC | 0.34% | Add +34.4% | 19,954 | $2.9M |
| Selby Wealth Management, LLC | 1.15% | — | 19,926 | $2.9M |
| Diversified Trust Co. | 0.05% | Add +2.7% | 19,883 | $2.9M |
| Steffes Financial, Ltd. | 1.49% | — | 19,880 | $2.9M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +0.1% | 19,784 | $2.8M |
| Thrive Capital Management, LLC | 0.63% | Reduce -2.4% | 19,777 | $2.8M |
| Patten Group, Inc. | 0.52% | Add +42.9% | 19,727 | $2.8M |
| Financial Planning Hawaii, Inc. | 1.63% | — | 19,698 | $2.8M |
| Flputnam Investment Management Co. | 0.04% | Add +23.3% | 19,630 | $2.8M |
| Koshinski Asset Management, Inc. | 0.18% | Reduce -0.4% | 19,569 | $2.8M |
| Mount Lucas Management LP | 1.24% | Reduce -0.4% | 19,530 | $2.8M |
| Obermeyer Wealth Partners | 0.13% | Add +4.6% | 19,420 | $2.8M |
| Larson Financial Group LLC | 0.09% | Add +0.7% | 19,209 | $2.8M |
| M.E. Allison & Co., Inc. | 1.87% | Reduce -1.8% | 19,189 | $2.8M |
| Liberty Square Wealth Partners LLC | 0.79% | Reduce -3.2% | 19,187 | $2.8M |
| Hicks Capital Management LLC | 2.76% | Reduce -0.0% | 19,086 | $2.7M |
| Focused Alpha, LLC | 0.80% | — | 19,014 | $2.7M |
| Sageworth Trust Co | 0.12% | No change | 18,944 | $2.7M |
| Compass Ion Advisors, LLC | 0.26% | Reduce -4.0% | 18,932 | $2.7M |
| Independent Wealth Network Inc. | 0.83% | Reduce -0.7% | 18,871 | $2.7M |
| Riverbend Wealth Management, LLC | 1.69% | Add +2.1% | 18,703 | $2.7M |
| First Trust Advisors LP | 0.00% | Reduce -0.3% | 18,667 | $2.7M |
| Rothschild Investment LLC | 0.15% | Add +26.8% | 18,652 | $2.7M |
| Eukles Asset Management | 1.04% | Reduce -3.7% | 18,582 | $2.7M |
| Capital Investment Advisors, LLC | 0.04% | Add +2.2% | 18,508 | $2.7M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Add +7.9% | 18,473 | $2.7M |
| Etesian Wealth Advisors, Inc. | 0.82% | Add +49.8% | 18,317 | $2.6M |
| AIMZ Investment Advisors, LLC | 0.75% | Add +21.5% | 18,267 | $2.6M |
| Arrowroot Family Office, LLC | 0.95% | Reduce -18.4% | 18,260 | $2.6M |
| Roundview Capital LLC | 0.16% | Reduce -0.8% | 18,254 | $2.6M |
| Fifth Third Bancorp | 0.01% | Add +16.4% | 18,238 | $2.6M |
| Arsenal Capital Advisors LLC | 1.84% | — | 18,163 | $2.6M |
| Precedent Wealth Partners, LLC | 0.54% | Add +0.1% | 18,085 | $2.6M |
| Simplex Trading, LLC | 0.07% | Reduce -28.3% | 18,061 | $2.6M |
| Vicus Capital | 0.19% | Reduce -1.2% | 17,996 | $2.6M |
| Investment Management Corp. /Va/ | 2.16% | Reduce -0.6% | 17,934 | $2.6M |
| Meritage Portfolio Management | 0.17% | Reduce -1.1% | 17,794 | $2.6M |
| Lodestar Private Asset Management LLC | 0.25% | Reduce -7.7% | 17,660 | $2.5M |
| 1900 Wealth Management LLC | 0.16% | Reduce -8.4% | 17,633 | $2.5M |
| Bouchey Financial Group, Ltd. | 0.19% | No change | 17,541 | $2.5M |
| Kuhn & Co Investment Counsel | 1.68% | Add +151.6% | 17,537 | $2.5M |
| Opes Wealth Management LLC | 0.43% | Reduce -0.1% | 17,479 | $2.5M |
| HUB Investment Partners, LLC | 0.07% | Add +0.2% | 17,474 | $2.5M |
| Factor Wealth Management LTD | 0.54% | Add +2.8% | 17,436 | $2.5M |
| TRUE Private Wealth Advisors | 0.25% | Reduce -4.0% | 17,389 | $2.5M |
| Elite Financial, Inc. | 1.13% | Add +0.1% | 17,262 | $2.5M |
| Weaver Consulting Group | 0.60% | Add +1.3% | 17,212 | $2.5M |
| Collective Family Office LLC | 0.57% | Reduce -2.5% | 17,194 | $2.5M |
| Blankinship & Foster, LLC | 0.53% | No change | 17,170 | $2.5M |
| My Personal CFO, LLC | 1.03% | New | 17,165 | $2.5M |
| Thoroughbred Financial Services, LLC | 0.15% | Add +0.5% | 17,152 | $2.5M |
| Wealthedge Investment Advisors, LLC | 0.91% | Reduce -3.3% | 17,127 | $2.5M |
| Clarity Capital Advisors, LLC | 1.22% | Reduce -1.4% | 17,052 | $2.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -14.2% | 16,900 | $2.4M |
| Oppenheimer & Co. Inc. | 0.03% | Add +45.3% | 16,850 | $2.4M |
| McNamara Financial Services, Inc. | 0.46% | Reduce -2.5% | 16,752 | $2.4M |
| Howland Capital Management LLC | 0.09% | No change | 16,688 | $2.4M |
| Capital City Trust Co. | 0.53% | Reduce -1.8% | 16,648 | $2.4M |
| Rockingstone Advisors LLC | 1.08% | Add +8.8% | 16,552 | $2.4M |
| Glassman Wealth Services | 0.32% | Add +15.7% | 16,481 | $2.4M |
| Wealthfront Advisers LLC | 0.01% | Add +24.5% | 16,462 | $2.4M |
| Ascent Group, LLC | 0.08% | Add +0.4% | 16,341 | $2.3M |
| Tradition Wealth Management, LLC | 0.17% | Reduce -1.3% | 16,251 | $2.3M |
| Capital Advantage, Inc. | 0.31% | Reduce -0.8% | 16,228 | $2.3M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +40.3% | 16,225 | $2.3M |
| 1015 Capital Partners, LLC | 2.27% | — | 16,070 | $2.3M |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.95% | Reduce -0.2% | 16,060 | $2.3M |
| Private Trust Co. NA | 0.20% | Reduce -4.4% | 16,041 | $2.3M |
| Keystone Financial Group | 0.17% | Reduce -0.3% | 16,010 | $2.3M |
| Auour Investments LLC | 0.73% | Add +18.5% | 15,984 | $2.3M |
| Diversify Advisory Services, LLC | 0.07% | Reduce -1.4% | 15,383 | $2.3M |
| Ridgecrest Wealth Partners, LLC | 1.24% | Reduce -3.1% | 15,946 | $2.3M |
| Colony Family Offices, LLC | 0.57% | Reduce -0.4% | 15,942 | $2.3M |
| Hegarty Advisors, LLC | 1.98% | — | 15,925 | $2.3M |
| Oxford Financial Group, LTD. LLC | 0.13% | No change | 15,875 | $2.3M |
| Fonville Wealth Management LLC | 0.47% | Reduce -3.8% | 15,865 | $2.3M |
| Carr Financial Group Corp | 0.60% | Reduce -1.6% | 15,803 | $2.3M |
| First Merchants Corp. | 0.08% | Add +2.0% | 15,760 | $2.3M |
| North Star Investment Management Corp. | 0.14% | Reduce -1.4% | 15,749 | $2.3M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +5.6% | 15,746 | $2.3M |
| Stonebridge Financial Planning Group, LLC | 0.81% | Reduce -1.3% | 15,567 | $2.2M |
| O'ROURKE & COMPANY, Inc | 0.87% | Add +4.0% | 15,547 | $2.2M |
| Wesbanco Bank Inc. | 0.06% | Add +49.9% | 15,546 | $2.2M |
| Royal Fund Management, LLC | 0.20% | Add +53.4% | 15,444 | $2.2M |
| Flagstar Securities, Inc. | 0.74% | Reduce -9.0% | 15,435 | $2.2M |
| SP Asset Management LLC | 0.17% | Add +0.7% | 15,386 | $2.2M |
| Regal Investment Advisors LLC | 0.13% | Add +7.5% | 15,372 | $2.2M |
| Evoke Wealth, LLC | 0.04% | Add +0.2% | 15,349 | $2.2M |
| Janus Henderson Group PLC | 0.00% | Add +0.8% | 15,333 | $2.2M |
| Prudent Man Advisors, LLC | 0.80% | Reduce -0.1% | 15,304 | $2.2M |
| Decker Retirement Planning Inc. | 1.09% | Add +3.8% | 15,291 | $2.2M |
| Coordinated Financial Services, Inc. | 1.28% | Reduce -1.7% | 15,288 | $2.2M |
| Citizens National Bank Trust Department | 0.38% | Reduce -1.9% | 15,264 | $2.2M |
| Sagespring Wealth Partners, LLC | 0.04% | Reduce -0.6% | 15,218 | $2.2M |
| Arwa LLC | 1.27% | — | 15,183 | $2.2M |
| Brighton Securities Corp. | 1.07% | Reduce -2.3% | 15,137 | $2.2M |
| Richard W. Paul & Associates, LLC | 0.72% | Add +7136.1% | 15,051 | $2.2M |
| Essex Bank | 0.47% | Reduce -2.1% | 15,043 | $2.2M |
| Founders Financial Securities LLC | 0.13% | Add +36.3% | 15,041 | $2.2M |
| AssuredPartners Investment Advisors, LLC | 0.32% | New | 15,016 | $2.2M |
| Webster Bank, N. A. | 0.20% | Add +0.8% | 15,009 | $2.2M |
| Centurion Wealth Management LLC | 0.47% | Add +1.0% | 14,872 | $2.1M |
| Axis Wealth Partners, LLC | 1.18% | Add +0.2% | 14,864 | $2.1M |
| Bigelow Investment Advisors, LLC | 0.83% | Add +3.4% | 14,757 | $2.1M |
| Investmark Advisory Group LLC | 0.90% | Add +0.1% | 14,659 | $2.1M |
| Moseley Investment Management Inc. | 0.65% | Add +10.9% | 14,633 | $2.1M |
| 21 West Wealth Management LLC | 1.92% | Add +0.8% | 14,629 | $2.1M |
| FF Advisors,LLC | 0.93% | Reduce -0.2% | 14,478 | $2.1M |
| Ancora Advisors LLC | 0.04% | Add +16.1% | 14,439 | $2.1M |
| R. W. Roge & Company, Inc. | 1.02% | Reduce -0.0% | 14,423 | $2.1M |
| Eldridge Investment Advisors, Inc. | 0.45% | Add +5.1% | 14,374 | $2.1M |
| Amicus Financial Advisors, LLC | 0.58% | — | 14,369 | $2.1M |
| Medallion Wealth Advisors, LLC | 0.69% | Reduce -1.5% | 14,364 | $2.1M |
| Joseph Group Capital Management | 0.54% | Add +0.5% | 14,326 | $2.1M |
| Compass Financial Services Inc | 0.89% | Add +4.3% | 14,324 | $2.1M |
| InvesTrust | 0.79% | Reduce -1.8% | 14,288 | $2.1M |
| United Community Bank | 0.77% | Add +31.4% | 14,263 | $2.0M |
| Christine Messmer PC | 1.33% | — | 14,237 | $2.0M |
| Avidian Wealth Enterprises, LLC | 0.07% | Add +0.8% | 14,194 | $2.0M |
| Leo Wealth, LLC | 0.15% | Add +95.9% | 14,052 | $2.0M |
| Bradley Foster & Sargent Inc. | 0.03% | Reduce -5.4% | 14,051 | $2.0M |
| Capital Advisors Inc. | 0.03% | Add +1.9% | 14,002 | $2.0M |
| APS Management Group, Inc. | 1.72% | Reduce -1.4% | 13,981 | $2.0M |
| Blue Chip Partners, LLC | 0.15% | Add +2.6% | 13,973 | $2.0M |
| Beacon Financial Advisory LLC | 0.46% | Reduce -3.0% | 13,954 | $2.0M |
| Financial Insights, Inc. | 0.67% | Add +0.4% | 13,868 | $2.0M |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 1.86% | — | 13,848 | $2.0M |
| Prospect Financial Services LLC | 1.14% | Add +15.0% | 13,842 | $2.0M |
| Circle Wealth Management, LLC | 0.03% | Reduce -0.8% | 13,749 | $2.0M |
| Richardson Financial Services Inc. | 0.64% | No change | 1,527 | $2.0M |
| Creekside Partners | 0.83% | Reduce -1.0% | 13,693 | $2.0M |
| Verus Capital Partners, LLC | 0.13% | Add +13.2% | 13,616 | $2.0M |
| Formidable Asset Management, LLC | 0.28% | Reduce -4.5% | 13,822 | $1.9M |
| Scott Capital Advisors, LLC | 0.43% | Add +69.4% | 13,572 | $1.9M |
| FAS Wealth Partners, Inc. | 0.13% | Add +5.8% | 13,555 | $1.9M |
| Lanark Financial, Inc. | 0.15% | Reduce -5.5% | 13,544 | $1.9M |
| Financial Enhancement Group LLC | 0.25% | Reduce -1.7% | 13,095 | $1.9M |
| Pacific Sun Financial Corp | 0.93% | Reduce -1.2% | 13,516 | $1.9M |
| National Bank of Canada | 0.00% | Add +12.6% | 13,481 | $1.9M |
| Cardiff Park Advisors, LLC | 0.16% | Add +0.6% | 13,466 | $1.9M |
| COFG Advisors, LLC | 0.48% | — | 13,432 | $1.9M |
| Walkner Condon Financial Advisors LLC | 0.27% | Reduce -6.5% | 13,419 | $1.9M |
| Leavell Investment Management, Inc. | 0.08% | Reduce -1.8% | 13,343 | $1.9M |
| Alexander Labrunerie & Co., Inc. | 0.70% | Add +0.6% | 13,340 | $1.9M |
| 360 Financial, Inc. | 0.58% | Add +8.3% | 13,337 | $1.9M |
| J Hagan Capital, Inc. | 1.05% | New | 13,282 | $1.9M |
| Mather Group, Llc. | 0.02% | Add +4.3% | 13,194 | $1.9M |
| Townsquare Capital LLC | 0.42% | Reduce -58.9% | 13,193 | $1.9M |
| W Advisors, LLC | 0.95% | Add +3.8% | 13,161 | $1.9M |
| Centaurus Financial, Inc. | 0.09% | Add +27.0% | 13,152 | $1.9M |
| JB Capital LLC | 0.08% | Add +7.6% | 13,155 | $1.9M |
| GreatBanc Trust CO | 1.33% | Reduce -2.3% | 13,125 | $1.9M |
| Red Tortoise LLC | 0.81% | Reduce -0.9% | 13,105 | $1.9M |
| Bensler, LLC | 0.19% | Reduce -2.5% | 13,093 | $1.9M |
| Verity Asset Management, Inc. | 0.80% | New | 13,062 | $1.9M |
| Strategic Wealth Partners, Ltd. | 0.13% | Reduce -3.5% | 13,044 | $1.9M |
| Arete Wealth Advisors, LLC | 0.13% | Add +2.1% | 12,926 | $1.9M |
| ZWJ Investment Counsel Inc. | 0.07% | No change | 12,910 | $1.9M |
| Aspiriant, LLC | 0.05% | Add +10.8% | 12,895 | $1.9M |
| Wealth Management Nebraska | 0.21% | Reduce -5.5% | 12,870 | $1.8M |
| New Insight Wealth Advisors | 0.66% | Reduce -6.8% | 12,870 | $1.8M |
| Integrated Investment Consultants, LLC | 0.36% | No change | 12,807 | $1.8M |
| N.E.W. Advisory Services LLC | 0.14% | Reduce -5.5% | 12,785 | $1.8M |
| MCF Advisors LLC | 0.10% | Add +6.6% | 12,725 | $1.8M |
| Fulton Bank, N.A. | 0.06% | Reduce -1.0% | 12,714 | $1.8M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.22% | Add +15.5% | 12,630 | $1.8M |
| Clarity Financial LLC | 0.17% | Reduce -0.1% | 12,593 | $1.8M |
| Luminvest Wealth Management LLC | 0.50% | No change | 12,549 | $1.8M |
| Advocate Investing Services LLC | 1.61% | — | 12,546 | $1.8M |
| HighPoint Advisor Group LLC | 0.04% | New | 12,535 | $1.8M |
| KCM Investment Advisors LLC | 0.06% | Reduce -6.3% | 12,482 | $1.8M |
| NewEdge Wealth, LLC | 0.02% | Add +20.6% | 12,466 | $1.8M |
| Opinicus Capital, Inc. | 1.25% | Reduce -0.6% | 12,446 | $1.8M |
| Cibc World Market Inc. | 0.00% | Reduce -10.9% | 12,437 | $1.8M |
| Holderness Investments Co. | 0.36% | Add +24.8% | 12,434 | $1.8M |
| Twin Focus Capital Partners, LLC | 0.20% | No change | 12,366 | $1.8M |
| Red Door Wealth Management, LLC | 0.18% | Add +0.6% | 12,349 | $1.8M |
| Kastel Capital Advisors, LLC | 1.08% | — | 12,306 | $1.8M |
| Gables Capital Management Inc. | 0.75% | No change | 12,291 | $1.8M |
| Fca Corp. | 0.50% | Add +1.8% | 12,240 | $1.8M |
| TD Waterhouse Canada Inc. | 0.01% | Add +59.8% | 12,231 | $1.8M |
| Armor Investment Advisors, LLC | 0.65% | Reduce -76.5% | 12,219 | $1.8M |
| Seek First Inc. | 1.21% | Reduce -3.9% | 12,204 | $1.8M |
| MOKAN Wealth Management Inc. | 0.78% | Add +48.9% | 12,190 | $1.7M |
| Sagace Wealth Management LLC | 1.19% | Add +1.4% | 12,177 | $1.7M |
| Tme Financial, Inc. | 1.22% | Reduce -2.5% | 12,113 | $1.7M |
| Ibex Wealth Advisors | 0.17% | Reduce -6.1% | 11,955 | $1.7M |
| UMB Bank, n.a. | 0.02% | Add +15.6% | 11,936 | $1.7M |
| Trinity Legacy Partners, LLC | 0.39% | Add +1.2% | 11,907 | $1.7M |
| Novem Group | 0.20% | Reduce -2.2% | 11,883 | $1.7M |
| Dakota Wealth Management | 0.03% | Reduce -11.3% | 11,819 | $1.7M |
| Allie Family Office LLC | 0.79% | No change | 11,795 | $1.7M |
| Wedbush Securities Inc. | 0.05% | Add +69.4% | 11,779 | $1.7M |
| Pension & Wealth Management Advisors, Inc. | 0.50% | Reduce -2.1% | 11,720 | $1.7M |
| Vermillion Wealth Management, Inc. | 0.69% | Reduce -3.2% | 11,711 | $1.7M |
| Gladstone Institutional Advisory LLC | 0.06% | Add +43.6% | 11,707 | $1.7M |
| CRA Financial Services, LLC | 0.22% | Add +5.5% | 11,686 | $1.7M |
| Root Financial Partners, LLC | 0.09% | Reduce -7.0% | 11,657 | $1.7M |
| Compound Planning, Inc. | 0.05% | Add +0.1% | 11,636 | $1.7M |
| Gateway Wealth Partners, LLC | 0.18% | Add +5.1% | 11,566 | $1.7M |
| Mraz, Amerine & Associates, Inc. | 0.25% | Reduce -1.4% | 11,551 | $1.7M |
| Glass Jacobson Investment Advisors llc | 0.60% | Add +0.1% | 11,536 | $1.7M |
| McClarren Financial Advisors, Inc. | 0.99% | Add +30.8% | 7,717 | $1.7M |
| Snowden Capital Advisors LLC | 0.04% | Add +1.6% | 11,460 | $1.6M |
| Ballentine Partners, LLC | 0.02% | Reduce -0.3% | 11,457 | $1.6M |
| John Boyer, Inc. | 1.67% | Reduce -69.3% | 11,446 | $1.6M |
| Northcape Wealth Management, LLC | 0.46% | Reduce -3.4% | 11,417 | $1.6M |
| Stratos Investment Management, LLC | 0.07% | Add +0.0% | 11,375 | $1.6M |
| Mosaic Family Wealth Partners, LLC | 0.18% | No change | 11,374 | $1.6M |
| Beto Financial Group, LLC | 1.10% | — | 10,799 | $1.6M |
| Richardson Capital Management LLC | 0.82% | Add +0.1% | 11,328 | $1.6M |
| Lynx Investment Advisory | 0.88% | Add +2.1% | 11,291 | $1.6M |
| LongView Wealth Management | 0.39% | Add +27.1% | 10,948 | $1.6M |
| Capital Group Private Client Services, Inc. | 0.03% | Add +0.4% | 11,229 | $1.6M |
| Stock Yards Bank & Trust Co. | 0.05% | Add +12.2% | 11,225 | $1.6M |
| Laird Norton Wetherby Trust Company, LLC | 0.03% | New | 11,219 | $1.6M |
| HBK Sorce Advisory LLC | 0.04% | Add +2.4% | 10,347 | $1.6M |
| SRH Advisors, LLC | 0.46% | Reduce -2.1% | 11,203 | $1.6M |
| Trilogy Capital Inc. | 0.07% | Reduce -7.4% | 11,180 | $1.6M |
| North Star Asset Management Inc. | 0.06% | Reduce -3.7% | 11,100 | $1.6M |
| Covestor Ltd | 0.83% | Add +4.8% | 11,100 | $1.6M |
| Nilsine Partners, LLC | 0.14% | Add +97.5% | 11,088 | $1.6M |
| Rossmore Private Capital | 0.14% | No change | 11,079 | $1.6M |
| Spire Wealth Management | 0.05% | Reduce -5.8% | 11,069 | $1.6M |
| Mark Sheptoff Financial Planning, LLC | 0.76% | Add +5.2% | 11,064 | $1.6M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Add +3.1% | 10,976 | $1.6M |
| Portland Financial Advisors Inc | 3.35% | Add +0.4% | 10,966 | $1.6M |
| Columbus Macro, LLC | 0.17% | Add +0.6% | 10,938 | $1.6M |
| Legacies Wealth LLC | 0.88% | Reduce -15.0% | 10,886 | $1.6M |
| Westfuller Advisors, LLC | 0.63% | Add +0.1% | 10,843 | $1.6M |
| Claris Financial LLC | 0.83% | Add +7.2% | 10,836 | $1.6M |
| NWF Advisory Services Inc. | 0.17% | Reduce -3.3% | 10,814 | $1.6M |
| Fulcrum Capital LLC | 0.31% | No change | 10,765 | $1.5M |
| JT Stratford LLC | 0.20% | Add +5.5% | 10,723 | $1.5M |
| Black Diamond Financial, LLC | 0.16% | Add +10.2% | 10,685 | $1.5M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Add +1.6% | 10,671 | $1.5M |
| Balboa Wealth Partners | 0.25% | Add +0.3% | 10,656 | $1.5M |
| John W. Brooker & Co., CPAs | 2.74% | No change | 10,648 | $1.5M |
| Faithward Advisors, LLC | 0.22% | Add +24.9% | 10,644 | $1.5M |
| Capital Squared Financial LLC | 1.18% | Add +4.5% | 10,574 | $1.5M |
| Ti-Trust, Inc. | 0.94% | Reduce -0.4% | 10,564 | $1.5M |
| Anchor Investment Management, LLC | 0.12% | Add +0.8% | 10,559 | $1.5M |
| Pennsylvania Capital Management Inc. | 0.41% | No change | 10,441 | $1.5M |
| Cypress Point Wealth Management, LLC | 0.33% | No change | 10,407 | $1.5M |
| Blue Water Asset Management | 0.54% | — | 10,397 | $1.5M |
| Donalies Financial Planning, LLC | 1.27% | — | 10,363 | $1.5M |
| C M Bidwell & Associates Ltd. | 0.70% | Reduce -0.6% | 10,333 | $1.5M |
| Burkett Financial Services, LLC | 0.51% | Reduce -2.3% | 10,332 | $1.5M |
| Freestone Capital Holdings, LLC | 0.04% | Reduce -0.5% | 10,239 | $1.5M |
| Great Diamond Partners, LLC | 0.28% | Add +9.3% | 10,232 | $1.5M |
| Plante Moran Financial Advisors, LLC | 0.09% | Add +237.1% | 10,221 | $1.5M |
| Texas Capital Bank Wealth Management Services Inc | 0.08% | Add +140.2% | 10,206 | $1.5M |
| CPA Asset Management Group, LLC | 0.51% | No change | 10,088 | $1.4M |
| Novare Capital Management LLC | 0.11% | Reduce -0.1% | 10,060 | $1.4M |
| Highland Financial Advisors, LLC | 0.40% | Reduce -3.5% | 10,041 | $1.4M |
| Fiduciary Alliance LLC | 0.09% | Add +9.2% | 10,028 | $1.4M |
| Lazari Capital Management, Inc. | 0.49% | Reduce -8.5% | 10,009 | $1.4M |
| PUREfi Wealth, LLC | 1.09% | Add +0.7% | 9,948 | $1.4M |
| Fairscale Capital, LLC | 0.94% | Add +0.2% | 9,930 | $1.4M |
| Valley National Advisers Inc. | 0.20% | Add +69.8% | 9,914 | $1.4M |
| Birchcreek Wealth Management, LLC | 0.70% | Reduce -4.1% | 9,900 | $1.4M |
| RM Financial Services, LLC | 1.26% | — | 9,892 | $1.4M |
| Greenwich Wealth Management LLC | 0.06% | No change | 9,885 | $1.4M |
| Main Street Financial Solutions, LLC | 0.11% | Reduce -65.7% | 9,886 | $1.4M |
| Thomasville National Bank | 0.09% | Reduce -5.1% | 9,858 | $1.4M |
| Mascagni Wealth Management, Inc. | 1.05% | Reduce -2.0% | 9,847 | $1.4M |
| Rothschild Wealth LLC | 0.14% | Add +338.8% | 9,838 | $1.4M |
| DF Dent & Co. Inc. | 0.02% | Add +2.4% | 9,798 | $1.4M |
| HM Payson & Co. | 0.02% | Reduce -34.8% | 9,789 | $1.4M |
| Range Advisory, LLC | 0.36% | — | 9,766 | $1.4M |
| KFA Private Wealth Group, LLC | 0.34% | Reduce -1.8% | 9,761 | $1.4M |
| Duncker Streett & Co. Inc. | 0.25% | Reduce -5.6% | 9,729 | $1.4M |
| Coastwise Capital Group, LLC | 0.72% | Add +1.2% | 9,698 | $1.4M |
| Sage Investment Advisers LLC | 1.04% | — | 9,671 | $1.4M |
| Westbourne Investments, Inc. | 0.64% | Reduce -5.7% | 9,626 | $1.4M |
| Midland Wealth Advisors, LLC | 0.07% | No change | 9,574 | $1.4M |
| Collaborative Wealth Managment Inc. | 0.48% | Reduce -5.4% | 9,566 | $1.4M |
| Alesco Advisors, LLC, An ESL Co | 0.04% | No change | 9,560 | $1.4M |
| Strategic Blueprint, LLC | 0.08% | Reduce -3.0% | 9,543 | $1.4M |
| Brandywine Oak Private Wealth LLC | 0.11% | No change | 9,520 | $1.4M |
| Jaffetilchin Investment Partners, LLC | 0.08% | Add +3.3% | 9,471 | $1.4M |
| Facet Wealth, Inc. | 0.02% | Add +78.6% | 9,116 | $1.4M |
| Tower Research Capital LLC (TRC) | 0.03% | Reduce -45.9% | 9,427 | $1.4M |
| Huntleigh Advisors, Inc. | 0.23% | Add +11.8% | 9,416 | $1.4M |
| OpenArc Corporate Advisory, LLC | 0.02% | — | 9,366 | $1.3M |
| Cornerstone Financial Management LLC | 1.26% | — | 9,358 | $1.3M |
| Finward Bancorp | 1.04% | Reduce -8.7% | 9,353 | $1.3M |
| Liberty Capital Management, Inc. | 0.25% | Reduce -1.0% | 9,333 | $1.3M |
| Mayport, LLC | 0.27% | Add +2.9% | 9,305 | $1.3M |
| LVW Advisors, LLC | 0.14% | Reduce -12.4% | 9,289 | $1.3M |
| Klingman & Associates, LLC | 0.06% | Reduce -0.1% | 9,264 | $1.3M |
| Morton Capital Management LLC | 0.20% | Add +0.0% | 9,262 | $1.3M |
| Zuckerman Investment Group, LLC | 0.12% | No change | 9,256 | $1.3M |
| RHS Financial, LLC | 0.65% | Add +93.1% | 9,233 | $1.3M |
| 3Chopt Investment Partners, LLC | 0.30% | Add +0.0% | 9,203 | $1.3M |
| Wimmer Associates 1, LLC | 0.61% | Add +5.5% | 9,099 | $1.3M |
| John A. Wolfe & Associates, Inc. | 0.71% | — | 9,097 | $1.3M |
| Tradewinds, LLC. | 0.31% | Add +0.1% | 9,092 | $1.3M |
| Miramar Capital, LLC | 0.28% | Add +1.8% | 9,066 | $1.3M |
| Retirement Planning Co of New England, Inc. | 0.52% | Add +0.3% | 9,064 | $1.3M |
| Bantamac Capital, LLC | 0.91% | Reduce -24.1% | 9,005 | $1.3M |
| Tempus Wealth Planning, LLC | 0.29% | Reduce -15.6% | 8,953 | $1.3M |
| Strategic Advocates LLC | 0.33% | Reduce -2.7% | 8,884 | $1.3M |
| Cornerstone Wealth Group, LLC | 0.09% | Add +6.7% | 8,945 | $1.3M |
| Fifth Third Wealth Advisors LLC | 0.04% | Add +24.2% | 8,897 | $1.3M |
| Integral Investment Advisors, Inc. | 0.32% | Reduce -0.8% | 8,890 | $1.3M |
| First American Trust, FSB | 0.09% | Add +1.0% | 8,880 | $1.3M |
| LJI Wealth Management, LLC | 0.19% | No change | 8,826 | $1.3M |
| Invst, LLC | 0.14% | Reduce -4.5% | 8,818 | $1.3M |
| Magnus Financial Group LLC | 0.10% | Reduce -4.7% | 8,755 | $1.3M |
| Resolute Capital, LLC | 0.53% | — | 8,754 | $1.3M |
| Aspen Investment Management Inc | 0.38% | Add +321.0% | 8,735 | $1.3M |
| Bogart Wealth, LLC | 0.05% | Add +3.7% | 8,736 | $1.3M |
| Badgley Phelps Wealth Managers, LLC | 0.02% | Reduce -2.3% | 8,736 | $1.3M |
| Key Financial Inc | 0.23% | Add +1.1% | 8,710 | $1.3M |
| Values Added Financial LLC | 0.53% | No change | 8,693 | $1.2M |
| Andrews Advisory Associates, LLC | 0.66% | — | 8,674 | $1.2M |
| Archer Investment Corp | 0.28% | Add +0.0% | 8,647 | $1.2M |
| Tobias Financial Advisors, Inc. | 0.17% | Add +11.4% | 8,591 | $1.2M |
| Clark Capital Management Group, Inc. | 0.01% | Add +1.1% | 8,580 | $1.2M |
| GLOBALT Investments LLC / GA | 0.04% | Reduce -1.9% | 8,575 | $1.2M |
| Sage Capital Advisors,llc | 0.29% | Add +15.2% | 8,558 | $1.2M |
| Signal Advisors Wealth, LLC | 0.10% | Add +20.0% | 8,479 | $1.2M |
| Cornerstone Wealth Management, LLC | 0.06% | Reduce -0.9% | 8,416 | $1.2M |
| Valley Forge Investment Consultants Inc. Adv | 0.35% | Reduce -0.2% | 8,405 | $1.2M |
| Signaturefd, LLC | 0.02% | Reduce -20.1% | 8,399 | $1.2M |
| Poehling Capital Management, INC. | 0.24% | No change | 8,276 | $1.2M |
| Brown Financial Advisory | 0.60% | No change | 8,250 | $1.2M |
| Winebrenner Capital Management LLC | 0.79% | Add +0.0% | 8,238 | $1.2M |
| Wisconsin Wealth Advisors, LLC | 1.15% | Add +151.0% | 8,204 | $1.2M |
| Stonebridge Financial Group, LLC | 0.10% | Add +5.4% | 8,190 | $1.2M |
| Vision Capital Management, Inc. | 0.14% | Reduce -1.0% | 8,168 | $1.2M |
| Snider Financial Group | 0.31% | Reduce -43.1% | 8,116 | $1.2M |
| TMB Capital Partners, LLC | 0.40% | — | 8,075 | $1.2M |
| MidFirst Bank | 0.09% | — | 8,071 | $1.2M |
| Willis Johnson & Associates, Inc. | 0.07% | Add +0.3% | 8,034 | $1.2M |
| Next Level Wealth Planning, LLC | 0.61% | Add +1.8% | 8,019 | $1.2M |
| Thrive Wealth Management, LLC | 0.17% | Add +0.0% | 8,004 | $1.1M |
| Nicolet Advisory Services, LLC | 0.08% | Add +31.5% | 7,779 | $1.1M |
| Concord Wealth Partners | 0.15% | Add +1.9% | 7,990 | $1.1M |
| Smith, Moore & Co. | 0.09% | Add +12.8% | 7,974 | $1.1M |
| Vantage Investment Partners, LLC | 0.08% | Reduce -2.2% | 7,950 | $1.1M |
| Peak Retirement Planning, Inc. | 0.27% | Add +176.5% | 7,925 | $1.1M |
| Curi Capital, LLC | 0.02% | Add +1.8% | 7,916 | $1.1M |
| MBA Advisors LLC | 0.46% | Reduce -0.3% | 7,907 | $1.1M |
| Curtis Advisory Group, LLC | 0.24% | Reduce -0.8% | 7,907 | $1.1M |
| Navis Wealth Advisors, LLC | 0.48% | New | 7,890 | $1.1M |
| Titleist Asset Management, LLC | 0.09% | Add +20.1% | 7,858 | $1.1M |
| Old Mission Investment Co LLC | 0.27% | Add +8.3% | 7,833 | $1.1M |
| Stonehearth Capital Management, LLC | 0.42% | No change | 7,827 | $1.1M |
| SHP Wealth Management | 0.09% | — | 7,826 | $1.1M |
| Moran Wealth Management, LLC | 0.03% | Add +9.9% | 7,811 | $1.1M |
| Next Capital Management LLC | 0.36% | No change | 7,778 | $1.1M |
| Madrid Wealth Management, LLC | 0.90% | — | 7,732 | $1.1M |
| Qube Research & Technologies Ltd | 0.00% | Add +227.3% | 7,710 | $1.1M |
| Vista Investment Management | 0.37% | Add +0.6% | 7,707 | $1.1M |
| Saxon Interests, Inc. | 0.39% | Add +24.2% | 7,680 | $1.1M |
| Beese Fulmer Investment Management, Inc. | 0.07% | Reduce -2.8% | 7,672 | $1.1M |
| New Republic Capital, LLC | 0.29% | Add +56.3% | 7,653 | $1.1M |
| Visionary Wealth Advisors | 0.05% | Add +6.1% | 7,595 | $1.1M |
| Mayflower Financial Advisors, LLC | 0.13% | Add +0.0% | 7,595 | $1.1M |
| Park National Corp. | 0.03% | Reduce -2.5% | 7,534 | $1.1M |
| Patton Albertson Miller Group, LLC | 0.13% | Reduce -3.9% | 7,532 | $1.1M |
| LOM Asset Management Ltd | 0.31% | No change | 7,520 | $1.1M |
| Columbia River Financial Group, LLC | 0.66% | Reduce -1.5% | 7,488 | $1.1M |
| Gould Asset Management LLC | 0.19% | Add +3.6% | 7,472 | $1.1M |
| Jackson Hole Capital Partners, LLC | 0.18% | No change | 7,445 | $1.1M |
| Fort Sheridan Advisors LLC | 0.14% | Reduce -1.8% | 7,437 | $1.1M |
| Madison Wealth Partners, Inc | 0.19% | Add +5.4% | 7,401 | $1.1M |
| Plancorp, LLC | 0.03% | Add +0.0% | 7,370 | $1.1M |
| Cahill Financial Advisors Inc. | 0.12% | Add +20.2% | 7,366 | $1.1M |
| Aspen Grove Capital, LLC | 0.18% | No change | 7,346 | $1.1M |
| NorthRock Partners, LLC | 0.02% | Reduce -8.8% | 7,335 | $1.1M |
| Belpointe Asset Management LLC | 0.04% | Add +45.3% | 7,327 | $1.1M |
| Fiducient Advisors LLC | 0.13% | Reduce -34.3% | 7,254 | $1.0M |
| Harmony Asset Management LLC | 0.35% | Reduce -13.1% | 7,221 | $1.0M |
| Courage Miller Partners, LLC | 0.31% | Add +2.3% | 7,200 | $1.0M |
| Fragasso Financial Advisors Inc | 0.06% | Add +2.8% | 7,192 | $1.0M |
| Greenhouse Wealth Management, LLC | 0.61% | Add +0.6% | 7,166 | $1.0M |
| NCM Capital Management, LLC | 0.38% | No change | 7,156 | $1.0M |
| Steigerwald, Gordon & Koch Inc. | 0.10% | Add +6.5% | 7,153 | $1.0M |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -26.9% | 7,148 | $1.0M |
| Continuum Advisory, LLC | 0.10% | Add +0.1% | 7,142 | $1.0M |
| Southland Equity Partners LLC | 0.20% | Reduce -1.8% | 7,139 | $1.0M |
| River Street Advisors LLC | 0.38% | Reduce -1.0% | 7,114 | $1.0M |
| Welch Group, LLC | 0.04% | Add +17.5% | 7,110 | $1.0M |
| Uptown Financial Advisors LLC | 0.87% | Add +0.4% | 7,079 | $1.0M |
| Christensen, King & Associates Investment Services, Inc. | 0.43% | Add +18.4% | 7,065 | $1.0M |
| Compass Financial Group, INC | 0.14% | Reduce -1.8% | 7,050 | $1.0M |
| 5T Wealth, LLC | 0.40% | Add +6.9% | 7,023 | $1.0M |
| Coldstream Capital Management Inc. | 0.01% | Add +22.8% | 6,996 | $1.0M |
| Coastline Complete Wealth LLC | 0.63% | — | 6,988 | $1.0M |
| Richards, Merrill & Peterson, Inc. | 0.38% | Add +2.0% | 6,987 | $1.0M |
| Quartz Partners, LLC | 0.37% | Add +0.9% | 6,931 | $995K |
| Condor Capital Management | 0.08% | No change | 6,928 | $994K |
| Concord Asset Management, LLC | 0.17% | Add +3.4% | 6,907 | $991K |
| Ackerman Capital Advisors, LLC | 0.20% | Reduce -2.1% | 6,889 | $989K |
| Optivise Advisory Services LLC | 0.56% | Reduce -7.5% | 6,818 | $978K |
| Key Capital Management, INC | 0.97% | — | 6,810 | $977K |
| Garton & Associates Financial Advisors LLC | 0.56% | — | 6,796 | $975K |
| Chatham Capital Group, Inc. | 0.14% | No change | 6,791 | $975K |
| Apollon Financial, LLC | 0.14% | Add +0.2% | 6,776 | $972K |
| American National Bank of Texas | 0.93% | Reduce -3.9% | 6,774 | $972K |
| SigFig Wealth Management, LLC | 0.03% | Add +8.7% | 6,716 | $964K |
| Perryman Financial Advisory Inc. | 0.14% | — | 6,715 | $964K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.32% | Reduce -2.5% | 6,706 | $962K |
| Westbourne Investment Advisors, Inc. | 0.27% | No change | 6,700 | $962K |
| Keating Financial Advisory Services, Inc. | 0.13% | — | 6,700 | $962K |
| First National Bank Sioux Falls | 0.29% | No change | 6,691 | $960K |
| OneAscent Financial Services LLC | 0.09% | Reduce -86.8% | 6,658 | $956K |
| Capital Advisors, Ltd. LLC | 0.11% | Add +8.9% | 6,653 | $955K |
| Corus Family Wealth Advisors | 0.76% | No change | 6,627 | $951K |
| ORBA Wealth Advisors, L.L.C. | 0.82% | No change | 6,620 | $950K |
| Beaumont Financial Advisors, LLC | 0.06% | Reduce -2.0% | 6,602 | $947K |
| Sovran Advisors, LLC | 0.08% | Reduce -1.9% | 6,368 | $947K |
| Alamar Capital Management, LLC | 0.52% | Reduce -0.8% | 6,585 | $945K |
| Fifth Third Securities, Inc. | 0.06% | Add +67.4% | 6,547 | $940K |
| BG Investment Services, LLC | 0.83% | Add +21.8% | 6,506 | $934K |
| WealthSpring Partners, LLC | 0.96% | — | 6,496 | $932K |
| Florida Financial Advisors, LLC | 0.25% | Reduce -5.1% | 6,478 | $930K |
| Elevatus Welath Management | 0.25% | Add +257.1% | 6,477 | $930K |
| Sax Wealth Advisors, LLC | 0.04% | Add +45.1% | 6,472 | $929K |
| GWN Securities Inc. | 0.19% | Add +5.5% | 6,467 | $928K |
| BankPlus Trust Department | 0.24% | No change | 6,458 | $927K |
| Tannin Capital LLC | 0.83% | — | 6,440 | $924K |
| Oakmont Advisory Group, LLC | 0.99% | — | 6,438 | $924K |
| Glenview Trust Co | 0.01% | Reduce -6.7% | 6,343 | $910K |
| Private Capital Management, LLC | 0.09% | Add +2.3% | 6,339 | $910K |
| Avant Financial Advisors LLC | 0.65% | Add +0.7% | 6,332 | $909K |
| Cauble & Harre Wealth Management, Inc. | 0.76% | — | 6,327 | $908K |
| Insight Advisors, LLC/ PA | 0.14% | Add +0.1% | 6,321 | $907K |
| Marco Investment Management LLC | 0.07% | No change | 6,300 | $904K |
| Norden Group LLC | 0.09% | Add +69.8% | 6,286 | $902K |
| FourThought Financial Partners, LLC | 0.08% | Reduce -1.0% | 6,266 | $899K |
| Legend Capital Advisors LLC | 0.50% | — | 6,236 | $895K |
| Argent Trust Co | 0.03% | Add +1.1% | 6,215 | $892K |
| V2 Financial group LLC | 0.44% | No change | 6,200 | $890K |
| Strategic Investment Advisors / MI | 0.08% | New | 6,194 | $889K |
| Asempa Wealth Advisors | 0.76% | — | 6,130 | $880K |
| Interactive Financial Advisors, Inc. | 0.57% | Reduce -46.3% | 6,121 | $879K |
| FOCUS Wealth Advisors, LLC | 0.41% | No change | 6,107 | $877K |
| First National Bank of Mount Dora, Trust Investment Services | 0.19% | Reduce -4.1% | 6,107 | $876K |
| Stratos Wealth Advisors, LLC | 0.04% | Add +0.2% | 6,104 | $876K |
| Rockbridge Investment Management, LCC | 0.08% | Add +5.0% | 6,077 | $872K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +0.0% | 6,065 | $870K |
| Wynn Capital, LLC | 0.42% | No change | 6,065 | $870K |
| Anson Capital, Inc. | 0.62% | Add +0.4% | 5,973 | $857K |
| Clear Creek Financial Management, LLC | 0.07% | Add +12.2% | 5,969 | $857K |
| Sterling Wealth Management, Inc. | 0.24% | No change | 5,967 | $856K |
| Elevate Wealth Advisory, Inc. | 0.58% | Add +13.7% | 5,950 | $854K |
| Single Point Partners, LLC | 0.17% | Add +0.4% | 5,919 | $849K |
| Pitcairn Wealth Advisors LLC | 0.08% | — | 5,890 | $845K |
| Purkiss Capital Advisors LLC | 0.39% | Add +0.2% | 5,845 | $839K |
| TruWealth Advisors, LLC | 0.04% | Reduce -8.8% | 5,830 | $837K |
| Fidelis Capital Partners, LLC | 0.06% | New | 5,822 | $836K |
| Turning Point Benefit Group, Inc. | 0.44% | Add +4.6% | 5,812 | $834K |
| Register Financial Advisors LLC | 0.32% | Reduce -4.1% | 5,805 | $833K |
| Asset Dedication, LLC | 0.05% | Reduce -1.3% | 5,799 | $832K |
| Sightline Wealth Advisors, LLC | 0.35% | Reduce -20.4% | 5,798 | $832K |
| Cordoba Advisory Partners LLC | 0.20% | — | 5,780 | $830K |
| Mogy Joel R Investment Counsel Inc. | 0.04% | Reduce -3.4% | 5,775 | $829K |
| QRG Capital Management, Inc. | 0.01% | Add +160.2% | 5,774 | $829K |
| Briaud Financial Planning Inc | 0.20% | Add +105.1% | 5,758 | $826K |
| Lee Danner & Bass Inc. | 0.06% | No change | 5,758 | $826K |
| Paces Ferry Wealth Advisors, LLC | 0.34% | Reduce -15.3% | 5,752 | $825K |
| Detalus Advisors, LLC | 0.20% | Add +7.4% | 5,745 | $825K |
| Bailard, Inc. | 0.02% | Reduce -65.1% | 5,722 | $821K |
| First Citizens Asset Management, Inc. | 0.29% | Add +13.2% | 5,704 | $819K |
| Portside Wealth Group, LLC | 0.11% | Add +136.3% | 5,691 | $817K |
| Horizon Investment Services, LLC | 0.29% | No change | 5,678 | $815K |
| Seamount Financial Group Inc. | 0.37% | Reduce -7.7% | 5,668 | $814K |
| Relyea Zuckerberg Hanson LLC | 0.08% | No change | 5,652 | $811K |
| WoodTrust Financial Corp | 0.09% | Add +4.4% | 5,650 | $811K |
| Jackson, Grant Investment Advisers, Inc. | 0.27% | Add +0.3% | 5,647 | $810K |
| Resonant Capital Advisors, LLC | 0.04% | No change | 5,600 | $804K |
| Cassady Wealth & Retirement Planning, LLC | 0.52% | — | 5,595 | $803K |
| Bulwark Capital Corp | 0.57% | No change | 5,573 | $800K |
| Access Financial Services, Inc. | 0.29% | Reduce -27.9% | 5,561 | $798K |
| LaFleur & Godfrey LLC | 0.10% | Add +4.4% | 5,555 | $797K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -16.1% | 5,544 | $796K |
| American State Bank (Iowa) | 0.38% | Add +1.1% | 5,534 | $794K |
| Quest 10 Wealth Builders, Inc. | 0.71% | Reduce -2.1% | 5,529 | $794K |
| Susquehanna International Group, LLP | 0.00% | Reduce -81.4% | 5,528 | $793K |
| Richwood Investment Advisors, LLC | 0.57% | Reduce -8.9% | 5,097 | $793K |
| Caldwell Trust Co | 0.07% | Reduce -5.7% | 5,497 | $789K |
| Archford Capital Strategies, LLC | 0.09% | Reduce -1.2% | 5,497 | $789K |
| Modern Wealth Management, LLC | 0.01% | Add +1.0% | 5,469 | $785K |
| Taylor & Morgan Wealth Management, LLC | 0.44% | Add +0.6% | 5,462 | $784K |
| Prosperity Bancshares Inc | 0.71% | — | 5,442 | $781K |
| Indivisible Partners | 0.08% | — | 5,439 | $781K |
| Capital Planning Advisors, LLC | 0.10% | No change | 5,437 | $780K |
| MLP3, LLC | 0.85% | — | 5,430 | $779K |
| B.O.S.S. Retirement Advisors, LLC | 0.24% | Reduce -67.3% | 5,418 | $778K |
| Greenleaf Trust | 0.01% | Add +65.0% | 5,389 | $773K |
| Vickerman Investment Advisors, Inc. | 0.15% | New | 5,382 | $772K |
| Gradient Capital Advisors, LLC | 0.20% | Add +0.1% | 5,377 | $772K |
| Garde Capital, Inc. | 0.05% | No change | 5,305 | $761K |
| Sound Income Strategies, LLC | 0.04% | Add +53.9% | 5,113 | $761K |
| Krilogy Financial LLC | 0.03% | Reduce -2.1% | 5,123 | $760K |
| Bayban | 0.67% | — | 5,278 | $757K |
| Mathes Company, Inc. | 0.27% | Reduce -1.4% | 5,275 | $757K |
| Summit Wealth Group, LLC | 0.18% | No change | 5,261 | $755K |
| Geneva Partners, LLC | 0.27% | Reduce -0.3% | 5,226 | $750K |
| Empower Advisory Group, LLC | 0.00% | Add +27.0% | 5,220 | $749K |
| Aldebaran Financial Inc. | 0.69% | Add +7.6% | 5,166 | $747K |
| Fingerlakes Wealth Management, Inc. | 0.47% | Add +0.1% | 5,184 | $744K |
| Millstone Evans Group, LLC | 0.44% | Add +164.0% | 5,182 | $744K |
| FLC Capital Advisors | 0.14% | No change | 5,167 | $742K |
| BCS Wealth Management | 0.07% | Add +80.0% | 5,137 | $737K |
| Sound Portfolio Advisors, LLC | 0.62% | — | 5,123 | $735K |
| Edge Financial Advisors LLC | 0.31% | Add +0.7% | 5,119 | $735K |
| Destination Wealth Management | 0.02% | Reduce -24.8% | 5,105 | $733K |
| Silvercrest Asset Management Group LLC | 0.01% | New | 5,104 | $733K |
| TD Asset Management Inc | 0.00% | Add +24.4% | 5,100 | $732K |
| Breakthru Advisory Services, LLC | 0.47% | No change | 5,077 | $729K |
| Bravias Capital Group, LLC | 0.44% | Add +4.0% | 5,073 | $728K |
| Cahaba Wealth Management, Inc. | 0.05% | Add +0.5% | 5,062 | $727K |
| Jacobi Capital Management LLC | 0.04% | Add +6.5% | 5,056 | $726K |
| Quadrant Private Wealth Management, LLC | 0.12% | Add +8.7% | 5,042 | $724K |
| Aerodigm Wealth, LLC | 0.28% | No change | 5,031 | $722K |
| CM Wealth Advisors LLC | 0.16% | Add +4.4% | 5,017 | $720K |
| Mayfair Advisory Group, LLC | 0.28% | Add +0.3% | 4,950 | $717K |
| Bfsg, LLC | 0.07% | Add +1.9% | 4,924 | $707K |
| San Luis Wealth Advisors LLC | 0.12% | Add +0.7% | 4,921 | $706K |
| MV Capital Management, Inc. | 0.07% | No change | 4,912 | $705K |
| Arbor Wealth Advisors LLC | 0.50% | No change | 4,909 | $705K |
| Tompkins Financial Corp. | 0.05% | Reduce -17.9% | 4,904 | $704K |
| McAlister, Sweet & Associates, Inc. | 0.53% | Reduce -5.4% | 4,898 | $703K |
| Aaron Wealth Advisors LLC | 0.04% | Reduce -4.2% | 4,888 | $702K |
| Mustard Seed Financial, LLC | 0.44% | Add +0.8% | 4,867 | $699K |
| TCI Wealth Advisors, Inc. | 0.04% | Add +25.1% | 4,860 | $697K |
| Advance Capital Management, Inc. | 0.03% | Reduce -2.2% | 4,859 | $697K |
| Meridian Management Co. | 0.17% | No change | 4,855 | $697K |
| Invictus Private Wealth, LLC | 0.04% | Reduce -0.8% | 4,855 | $697K |
| AlphaCore Capital LLC | 0.02% | Add +48.1% | 4,832 | $694K |
| Van Hulzen Asset Management, LLC | 0.05% | Add +1.1% | 4,832 | $693K |
| Moneco Advisors, LLC | 0.06% | Add +3.5% | 4,825 | $692K |
| Covenant Asset Management, LLC | 0.13% | Add +8.1% | 4,822 | $692K |
| Wetzel Investment Advisors, Inc. | 0.28% | Reduce -0.1% | 4,812 | $691K |
| Cedar Wealth Management, LLC | 0.21% | No change | 4,798 | $689K |
| Barry Investment Advisors, LLC | 0.15% | Add +0.1% | 4,797 | $688K |
| Koenig Investment Advisory, LLC | 0.56% | — | 4,422 | $685K |
| DiPaolo Financial Group, Inc. | 0.73% | — | 4,772 | $685K |
| XY Planning Network, Inc. | 0.12% | Reduce -1.1% | 4,750 | $682K |
| Boston Family Office LLC | 0.04% | No change | 4,740 | $680K |
| Great Lakes Retirement, Inc. | 0.07% | New | 4,730 | $679K |
| Community Trust & Investment Co. | 0.04% | Reduce -8.0% | 4,730 | $679K |
| LifeWealth Investments, LLC | 0.21% | Reduce -3.6% | 4,724 | $678K |
| Cfo Capital Management LLC | 0.51% | — | 4,715 | $677K |
| KRM Wealth Management L.L.C. | 0.37% | — | 4,710 | $676K |
| Sandbox Financial Partners, LLC | 0.19% | Add +0.6% | 4,687 | $673K |
| Summit Wealth & Retirement Planning, Inc. | 0.16% | Add +4.3% | 4,680 | $672K |
| Winthrop Advisory Group LLC | 0.06% | Add +0.3% | 4,674 | $671K |
| Equity Wealth Partners, LLC | 0.43% | Reduce -0.5% | 4,652 | $668K |
| BCM Advisors, LLC | 0.13% | New | 4,478 | $661K |
| Fusion Capital, LLC | 0.19% | Add +0.5% | 4,591 | $659K |
| NTV Asset Management LLC | 0.07% | No change | 4,578 | $657K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -13.6% | 4,569 | $656K |
| Mason Investment Advisory Services, Inc. | 0.03% | No change | 4,563 | $655K |
| Ade, LLC | 0.32% | Reduce -0.6% | 4,548 | $653K |
| Bragg Financial Advisors, Inc | 0.02% | Reduce -12.2% | 4,542 | $652K |
| Quadrant Capital Group LLC | 0.02% | No change | 4,541 | $652K |
| Green Ridge Wealth Planning LLC | 0.33% | — | 4,535 | $651K |
| Alpine Bank Wealth Management | 0.09% | Reduce -4.4% | 4,534 | $651K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Add +0.0% | 4,532 | $650K |
| Hubbell Strickland Wealth Management, LLC | 0.26% | Add +0.2% | 4,514 | $648K |
| Wealth Alliance, LLC | 0.06% | Add +2.3% | 4,502 | $646K |
| Libra Wealth LLC | 0.18% | No change | 4,496 | $645K |
| First National Advisers, LLC | 0.09% | Reduce -1.5% | 4,475 | $642K |
| HHM Wealth Advisors, LLC | 0.08% | Reduce -23.6% | 4,469 | $641K |
| Ballast Rock Private Wealth LLC | 0.40% | — | 4,468 | $641K |
| FSM Wealth Advisors, LLC | 0.09% | Add +3.7% | 4,468 | $641K |
| Quotient Wealth Partners, LLC | 0.02% | Reduce -0.8% | 4,465 | $641K |
| Aberdeen Wealth Management LLC | 0.30% | New | 4,462 | $640K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -3.0% | 4,444 | $638K |
| Mitchell McLeod Pugh & Williams Inc. | 0.09% | Add +0.6% | 4,101 | $638K |
| Triad Wealth Partners, LLC | 0.06% | Add +53.6% | 4,442 | $637K |
| Hantz Financial Services, Inc. | 0.01% | Add +6.5% | 4,419 | $634K |
| TrueWealth Advisors, LLC | 0.16% | No change | 4,412 | $633K |
| Legacy Wealth Advisors, LLC | 0.42% | — | 4,408 | $633K |
| Charis Legacy Partners, LLC | 0.93% | Add +3.7% | 4,393 | $630K |
| Frisch Financial Group, Inc. | 0.14% | Add +0.1% | 4,391 | $630K |
| Tanglewood Legacy Advisors, LLC | 0.24% | No change | 4,383 | $629K |
| Fisher Asset Management | 0.00% | Add +194.1% | 4,382 | $629K |
| Pittenger & Anderson Inc. | 0.02% | Reduce -10.0% | 4,379 | $628K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Add +0.7% | 4,379 | $628K |
| Meridian Financial Advisors, LLC | 0.34% | Reduce -8.3% | 4,372 | $627K |
| Keystone Wealth Services, LLC | 0.13% | Reduce -5.0% | 4,371 | $627K |
| American Financial Advisors, LLC | 0.08% | Add +0.7% | 4,359 | $626K |
| Soltis Investment Advisors LLC | 0.04% | Add +3.1% | 4,355 | $625K |
| Brio Consultants, LLC | 0.08% | Reduce -2.2% | 4,337 | $623K |
| ICONIQ Capital, LLC | 0.01% | No change | 4,330 | $621K |
| Invested Advisors | 0.64% | New | 4,324 | $621K |
| Merited Wealth, LLC | 0.57% | — | 4,311 | $619K |
| Cutler Investment Counsel LLC | 0.06% | No change | 4,310 | $619K |
| Ipsen Advisor Group LLC | 0.44% | Reduce -1.3% | 4,308 | $618K |
| Hirtle & Co., LLC | 0.02% | Reduce -6.0% | 4,306 | $618K |
| FSB Premier Wealth Management, Inc. | 0.20% | Add +13.9% | 4,296 | $617K |
| Advyzon Investment Management, LLC | 0.07% | New | 4,286 | $615K |
| ProVise Management Group, LLC | 0.04% | Add +0.1% | 4,266 | $612K |
| SWS Partners | 0.15% | Reduce -2.6% | 4,254 | $611K |
| Verum Partners LLC | 0.12% | Add +0.3% | 4,249 | $610K |
| Scott & Selber, Inc. | 0.15% | Add +0.1% | 4,240 | $608K |
| SouthState Bank Corp | 0.03% | No change | 4,231 | $607K |
| Element Wealth, LLC | 0.25% | Add +76.7% | 4,217 | $605K |
| Hengehold Capital Management LLC | 0.05% | No change | 4,182 | $600K |
| Sage Mountain Advisors LLC | 0.03% | No change | 4,180 | $600K |
| Whalerock Point Partners, LLC | 0.12% | No change | 4,158 | $597K |
| Altfest L J & Co. Inc. | 0.07% | Add +0.1% | 4,156 | $597K |
| Brookwood Investment Group LLC | 0.07% | Reduce -1.5% | 4,155 | $596K |
| Triumph Capital Management | 0.13% | Add +2.0% | 4,139 | $594K |
| Churchill Financial Advisors, LLC | 0.18% | — | 4,118 | $591K |
| Private Client Services, LLC | 0.18% | Add +4.5% | 4,113 | $590K |
| Brown, Lisle/Cummings, Inc. | 0.15% | No change | 4,110 | $590K |
| Mitchell Sinkler & Starr | 0.27% | Add +7.5% | 4,095 | $588K |
| SOL Capital Management CO | 0.05% | No change | 4,084 | $586K |
| Fortitude Advisory Group L.L.C. | 0.25% | Add +5.3% | 4,082 | $586K |
| Wealthstar Advisors, LLC | 0.32% | Reduce -7.2% | 4,076 | $585K |
| Paladin Advisory Group, LLC | 0.43% | No change | 4,073 | $584K |
| SeaCrest Wealth Management, LLC | 0.06% | Reduce -13.0% | 4,018 | $583K |
| EFG International AG | 0.01% | — | 4,053 | $582K |
| Colonial Trust Co / SC | 0.08% | No change | 4,050 | $581K |
| Golden State Wealth Management, LLC | 0.06% | Reduce -5.9% | 4,047 | $581K |
| Becker Capital Management Inc. | 0.02% | Reduce -24.5% | 4,045 | $580K |
| Next Level Private LLC | 0.15% | Add +1.2% | 4,040 | $580K |
| Northeast Investment Management | 0.02% | No change | 4,004 | $575K |
| Summa Corp. | 0.25% | No change | 4,000 | $574K |
| Waterfront Wealth Inc. | 0.11% | Add +9.0% | 3,842 | $571K |
| Bay Rivers Group | 0.23% | No change | 3,968 | $570K |
| Ames National Corp. | 0.33% | Add +16.3% | 3,955 | $568K |
| GM Advisory Group, LLC | 0.02% | Add +0.8% | 3,944 | $566K |
| S.A. Mason LLC | 0.22% | No change | 3,938 | $565K |
| KG Capital Management | 0.15% | Reduce -1.6% | 3,930 | $564K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -0.2% | 3,903 | $560K |
| Northstar Financial Companies, Inc. | 0.44% | New | 3,893 | $559K |
| MWA Asset Management | 0.31% | Reduce -6.4% | 3,892 | $559K |
| Canandaigua National Bank & Trust Co. | 0.05% | Add +15.0% | 3,891 | $558K |
| Heritage Trust Co | 0.06% | Reduce -31.4% | 3,878 | $557K |
| Wealth Effects LLC | 0.17% | Add +0.3% | 3,858 | $554K |
| Mosaic Financial Group, LLC | 0.38% | Reduce -3.9% | 3,851 | $553K |
| Emergent Wealth Advisors, LLC | 0.31% | Add +9.6% | 3,843 | $552K |
| Carnegie Lake Advisors LLC | 0.21% | No change | 3,838 | $551K |
| Lantern Wealth Advisors, LLC | 0.29% | Add +36.2% | 3,829 | $550K |
| Mars Jewett Financial Group, Inc. | 0.16% | — | 3,498 | $547K |
| Keystone Global Partners, LLC | 0.24% | No change | 3,813 | $547K |
| Dentgroup LLC | 0.37% | No change | 3,803 | $546K |
| Logan Capital Management Inc. | 0.02% | No change | 3,800 | $545K |
| Allegheny Financial Group | 0.08% | Reduce -6.1% | 3,793 | $545K |
| Altrius Capital Management Inc | 0.12% | Add +8.4% | 3,784 | $543K |
| RCW Management, LLC | 0.55% | — | 3,780 | $543K |
| Aspen Wealth Management LLC | 0.11% | Add +0.3% | 3,777 | $542K |
| LCNB Corp. | 0.18% | No change | 3,770 | $541K |
| American Institute for Advanced Investment Management, LLP | 0.35% | No change | 3,765 | $540K |
| Integris Wealth Management, LLC | 0.12% | No change | 3,763 | $540K |
| Cascade Wealth Advisors, Inc | 0.25% | Add +19.8% | 3,632 | $540K |
| MMBG Investment Advisors Co. | 0.05% | Add +66.4% | 3,760 | $540K |
| Laraway Financial Advisors Inc | 0.35% | Add +5.5% | 3,743 | $537K |
| Commonwealth Retirement Investments LLC | 0.17% | Reduce -5.8% | 3,734 | $536K |
| Aft, Forsyth & Company, Inc. | 0.23% | Add +0.2% | 3,725 | $535K |
| GenTrust, LLC | 0.02% | No change | 3,716 | $533K |
| Semus Wealth Partners LLC | 0.29% | Add +0.5% | 3,710 | $532K |
| Heritage Family Offices, LLP | 0.24% | No change | 3,708 | $532K |
| United Advisor Group, LLC | 0.07% | Reduce -3.3% | 3,705 | $532K |
| Elgethun Capital Management | 0.09% | No change | 3,700 | $531K |
| McAdam, LLC | 0.02% | Add +0.0% | 3,693 | $530K |
| First Heartland Consultants, Inc. | 0.04% | Reduce -7.0% | 3,829 | $530K |
| Blom & Howell Financial Planning, Inc. | 0.53% | — | 3,690 | $530K |
| MBE Wealth Management, LLC | 0.22% | Add +17.8% | 3,681 | $528K |
| Vantage Financial Partners, LLC | 0.11% | Reduce -0.9% | 3,678 | $528K |
| Hurlow Wealth Management Group, Inc. | 0.13% | No change | 3,677 | $528K |
| Sage Financial Group Inc. | 0.03% | Add +2.1% | 3,654 | $524K |
| Tower View Wealth Management LLC | 0.26% | Reduce -5.0% | 3,653 | $524K |
| Provenance Wealth Advisors, LLC | 0.06% | No change | 3,653 | $524K |
| Essential Partners LLC | 0.16% | Reduce -6.9% | 3,645 | $523K |
| Ledyard National Bank | 0.04% | No change | 3,643 | $523K |
| Foster Victor Wealth Advisors, LLC | 0.03% | Reduce -24.8% | 3,507 | $522K |
| United Financial Planning Group LLC | 0.32% | New | 3,635 | $522K |
| Stephens Consulting, LLC | 0.17% | Add +25.5% | 3,601 | $517K |
| Syntegra Private Wealth Group, LLC | 0.05% | No change | 3,600 | $517K |
| Blue Fin Capital, Inc. | 0.08% | No change | 3,593 | $516K |
| Granite Group Advisors, LLC | 0.29% | New | 3,592 | $516K |
| Reliant Investment Partners, LLC | 0.40% | Reduce -3.4% | 3,588 | $515K |
| Madrona Financial Services, LLC | 0.11% | Reduce -1.6% | 3,587 | $515K |
| Cassaday & Co Wealth Management LLC | 0.01% | Reduce -3.7% | 3,574 | $513K |
| Hanson & Doremus Investment Management | 0.06% | Add +185.3% | 3,546 | $509K |
| Manuka Financial, LLC | 0.32% | Add +0.4% | 3,541 | $508K |
| Saxony Capital Management, LLC | 0.31% | Add +19.9% | 3,534 | $507K |
| Redmont Wealth Advisors LLC | 0.77% | No change | 3,529 | $506K |
| Arkfeld Wealth Strategies, L.L.C. | 0.17% | Add +0.6% | 3,464 | $503K |
| Friday Financial | 0.18% | No change | 3,499 | $502K |
| FWG Holdings, LLC | 0.19% | Reduce -1.9% | 3,347 | $502K |
| PDS Planning, Inc | 0.03% | Add +2.2% | 3,497 | $502K |
| Teamwork Financial Advisors, LLC | 0.05% | Reduce -5.8% | 3,478 | $499K |
| Simmons Bank | 0.03% | No change | 3,475 | $499K |
| Willner & Heller, LLC | 0.36% | Add +0.2% | 3,472 | $498K |
| Harfst & Associates, Inc. | 0.09% | New | 3,470 | $498K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 3,461 | $497K |
| Prosperity Consulting Group, LLC | 0.02% | Add +46.7% | 3,458 | $496K |
| Montag A & Associates Inc. | 0.02% | No change | 3,455 | $496K |
| Slagle Financial, LLC | 0.17% | Add +19.5% | 3,450 | $495K |
| Cornerstone Financial Group, LLC | 0.35% | Add +0.6% | 3,446 | $495K |
| Retirement Income Solutions, Inc. | 0.08% | No change | 3,444 | $494K |
| Atlantic Union Bankshares Corp | 0.01% | Reduce -1.0% | 3,440 | $494K |
| TCV Trust & Wealth Management, Inc. | 0.04% | No change | 3,435 | $493K |
| Milestone Asset Management Group, LLC | 0.28% | Add +18.7% | 3,428 | $492K |
| SOA Wealth Advisors, LLC. | 0.08% | Reduce -15.7% | 3,420 | $491K |
| Comprehensive Financial Planning, Inc. | 0.32% | Add +8.2% | 3,399 | $488K |
| Advisory Alpha, LLC | 0.01% | Reduce -14.5% | 3,396 | $488K |
| River Wealth Advisors LLC | 0.05% | Add +0.7% | 3,379 | $485K |
| St Germain D J Co. Inc. | 0.02% | No change | 3,375 | $484K |
| Curbstone Financial Management Corp | 0.09% | Reduce -5.6% | 3,350 | $481K |
| Hilltop Holdings Inc. | 0.03% | Reduce -4.4% | 3,349 | $481K |
| GDS Wealth Management | 0.03% | No change | 3,348 | $481K |
| Breachway Investments LLC | 0.51% | — | 3,348 | $480K |
| Financial Network Wealth Advisors LLC | 0.50% | Add +2.8% | 3,343 | $480K |
| Weitzel Financial Services, Inc. | 0.19% | No change | 3,305 | $478K |
| Maltin Wealth Management, Inc. | 0.19% | Add +0.5% | 3,327 | $477K |
| Passive Capital Management, LLC. | 0.15% | No change | 3,326 | $477K |
| Steph & Co. | 0.14% | No change | 3,300 | $474K |
| Kaizen Financial Strategies | 0.21% | New | 3,281 | $471K |
| Legacy Edge Advisors, LLC | 0.05% | Reduce -11.9% | 3,271 | $469K |
| BSW Wealth Partners | 0.06% | Reduce -3.8% | 3,263 | $468K |
| Peddock Capital Advisors, LLC | 0.10% | Reduce -4.0% | 3,260 | $468K |
| Mitchell & Pahl Private Wealth, LLC | 0.19% | No change | 3,256 | $467K |
| Team Financial Group, LLC | 0.21% | Add +3.2% | 3,248 | $466K |
| Smith Chas P & Associates Pa Cpas | 0.02% | New | 3,245 | $466K |
| KOM Wealth Management Group, LLC | 0.33% | Reduce -5.5% | 3,234 | $464K |
| Astoria Portfolio Advisors LLC. | 0.11% | Reduce -7.4% | 3,007 | $464K |
| Capital Asset Advisory Services LLC | 0.02% | Add +11.6% | 3,160 | $464K |
| Vannoy Advisory Group, Inc. | 0.29% | No change | 3,219 | $462K |
| Per Stirling Capital Management, LLC. | 0.05% | Add +13.1% | 3,213 | $461K |
| Alpine Woods Capital Investors, LLC | 0.11% | No change | 3,200 | $459K |
| Trellis Wealth Advisors LLC | 0.18% | Add +0.7% | 3,199 | $459K |
| First Foundation Advisors | 0.02% | No change | 3,193 | $458K |
| L. Roy Papp & Associates, LLP | 0.05% | No change | 3,191 | $458K |
| Stevens Capital Partners | 0.12% | Add +27.4% | 3,186 | $457K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -13.4% | 3,183 | $457K |
| Coastal Bridge Advisors, LLC | 0.03% | Add +71.3% | 3,172 | $455K |
| Main Management LLC | 0.03% | No change | 3,166 | $454K |
| Kirkwood Financial Services | 0.16% | Reduce -0.0% | 3,143 | $451K |
| GHP Investment Advisors, Inc. | 0.02% | Reduce -0.9% | 3,139 | $450K |
| Cathy Pareto & Associates, Inc. | 0.31% | Add +23.8% | 3,126 | $449K |
| Dahring | Cusmano LLC | 0.31% | Add +0.0% | 3,123 | $448K |
| Roberts Glore & Co. Inc. | 0.12% | No change | 3,118 | $447K |
| Syverson Strege & Co | 0.11% | Reduce -3.8% | 3,114 | $447K |
| Wescott Financial Advisory Group, LLC | 0.04% | Add +0.1% | 3,111 | $447K |
| J. R. Prunier Capital Management LLC | 0.19% | — | 3,108 | $446K |
| CFS Investment Advisory Services, LLC | 0.03% | Reduce -30.2% | 3,107 | $446K |
| Barrett & Company, Inc. | 0.15% | No change | 3,075 | $441K |
| Pennington Partners & Co., LLC | 0.18% | No change | 3,073 | $441K |
| Novak & Powell Financial Services, Inc. | 0.23% | Add +0.6% | 3,068 | $440K |
| Shulman DeMeo Asset Management LLC | 0.10% | Reduce -5.2% | 3,055 | $438K |
| Asset One Wealth Management LLC | 0.06% | — | 2,901 | $438K |
| L.K. Benson & Company, P.C. | 0.22% | Add +2.4% | 3,053 | $438K |
| Lexington Hill Partners, LLC | 0.33% | — | 3,050 | $438K |
| Kagan Cocozza Asset Management | 0.31% | Reduce -0.1% | 3,036 | $436K |
| Hilton Head Capital Partners, LLC | 0.25% | — | 3,035 | $436K |
| Eagle Bay Advisors LLC | 0.32% | Reduce -11.1% | 3,029 | $435K |
| Aua Capital Management, LLC | 0.22% | No change | 3,015 | $433K |
| Trust Co. of Toledo NA | 0.04% | Add +0.2% | 3,005 | $431K |
| Tudor Financial Inc. | 0.22% | No change | 3,001 | $431K |
| Premier Path Wealth Partners, LLC | 0.06% | Reduce -1.8% | 2,999 | $430K |
| Sandy Cove Advisors, LLC | 0.13% | Reduce -5.9% | 2,999 | $430K |
| Unconventional Investor, LLC | 0.20% | No change | 2,989 | $429K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -11.6% | 2,982 | $428K |
| Old Second National Bank of Aurora | 0.09% | Reduce -10.6% | 2,978 | $427K |
| Tectonic Advisors LLC | 0.02% | Add +98.5% | 2,970 | $426K |
| Ingalls & Snyder LLC | 0.02% | No change | 2,960 | $425K |
| Balanced Wealth Group LLC | 0.15% | Add +0.1% | 2,999 | $423K |
| Boston Trust Walden Corp | 0.00% | No change | 2,935 | $421K |
| Raffa Wealth Management, LLC | 0.06% | Add +0.1% | 2,933 | $421K |
| Asset Advisory Group, Inc. | 0.21% | — | 2,929 | $420K |
| Calder Financial LLC | 0.41% | — | 2,926 | $420K |
| Park Edge Advisors, LLC | 0.10% | No change | 2,925 | $420K |
| KERR FINANCIAL PLANNING Corp | 0.57% | Add +87.2% | 2,859 | $418K |
| AlphaCentric Advisors LLC | 0.42% | — | 2,913 | $418K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -26.9% | 2,911 | $418K |
| Clearview Wealth Advisors LLC | 0.26% | Add +13.8% | 2,902 | $417K |
| Forum Financial Management, LP | 0.01% | Reduce -3.4% | 2,901 | $416K |
| Wealth Preservation Advisors, LLC | 0.21% | No change | 2,888 | $414K |
| Cyndeo Wealth Partners, LLC | 0.02% | No change | 2,875 | $413K |
| Breakwater Capital Group | 0.06% | Add +0.5% | 2,872 | $412K |
| BankChampaign, National Association | 0.41% | — | 91 | $412K |
| Channel Wealth LLC | 0.10% | Add +18.4% | 2,869 | $412K |
| Fortis Capital Advisors, LLC | 0.06% | Reduce -1.8% | 2,867 | $411K |
| CWA Asset Management Group, LLC | 0.01% | Reduce -9.3% | 2,861 | $411K |
| Strategic Financial Concepts, LLC | 0.38% | Add +7.2% | 2,860 | $410K |
| Westmount Partners, LLC | 0.10% | Add +0.6% | 2,860 | $410K |
| Mystic Asset Management, Inc. | 0.09% | Reduce -1.0% | 2,859 | $410K |
| Van Den Berg Management I, Inc. | 0.09% | Reduce -5.8% | 2,857 | $410K |
| Sterling Investment Counsel, LLC | 0.12% | Add +16.3% | 2,856 | $410K |
| Trek Financial, LLC | 0.02% | No change | 2,855 | $410K |
| Clarity Wealth Advisors, LLC | 0.08% | No change | 2,848 | $409K |
| HRC Wealth Management, LLC | 0.19% | Add +10.5% | 2,829 | $406K |
| Journey Advisory Group, LLC | 0.03% | Reduce -3.7% | 2,828 | $406K |
| PTM Wealth Management, LLC | 0.23% | Add +50.8% | 2,782 | $406K |
| New England Professional Planning Group Inc. | 0.17% | Reduce -2.7% | 2,824 | $405K |
| Morris Financial Concepts, Inc. | 0.14% | No change | 2,817 | $404K |
| Dravo Bay LLC | 0.17% | Reduce -1.8% | 2,814 | $404K |
| Principia Wealth Advisory, LLC | 0.25% | Add +8.1% | 2,813 | $404K |
| Calton & Associates, Inc. | 0.06% | Add +7.5% | 2,808 | $403K |
| Latitude Advisors, LLC | 0.18% | Add +5.3% | 2,801 | $402K |
| Semitam Bonam LLC | 0.33% | No change | 2,797 | $401K |
| FWG Investments, LLC. | 0.26% | Add +4.1% | 2,791 | $401K |
| Exchange Bank | 0.28% | Add +4.5% | 2,787 | $400K |
| Newport Capital Group, LLC | 0.24% | No change | 2,780 | $399K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +3.2% | 2,779 | $399K |
| Selective Wealth Management, Inc. | 0.12% | Add +9.3% | 2,680 | $398K |
| Kraft, Davis & Associates, LLC | 0.09% | Add +0.1% | 2,684 | $396K |
| Cheviot Value Management, LLC | 0.04% | No change | 2,662 | $396K |
| Belleair Asset Management, LLC | 0.38% | — | 2,755 | $395K |
| ZEGA Investments, LLC | 0.08% | Reduce -57.9% | 2,755 | $395K |
| Resurgent Financial Advisors LLC | 0.20% | Reduce -5.5% | 2,737 | $393K |
| Birch Hill Investment Advisors LLC | 0.02% | Add +35.7% | 2,720 | $390K |
| Olde Wealth Management, LLC | 0.12% | Reduce -0.2% | 2,722 | $390K |
| Castle Wealth Management LLC | 0.13% | Reduce -13.4% | 2,715 | $390K |
| Chemistry Wealth Management LLC | 0.07% | No change | 2,701 | $388K |
| Jefferies Financial Group Inc. | 0.00% | Add +0.6% | 2,691 | $386K |
| Bokf, NA | 0.01% | Reduce -18.3% | 2,683 | $385K |
| Brightwater Advisory LLC | 0.26% | No change | 2,674 | $384K |
| Acropolis Investment Management, LLC | 0.02% | Add +50.9% | 2,673 | $384K |
| Texas Yale Capital Corp. | 0.01% | No change | 2,668 | $383K |
| Guardian Capital, LLC | 0.34% | — | 2,667 | $383K |
| Sage Capital Management, LLC | 0.18% | Add +0.6% | 2,665 | $383K |
| Third View Private Wealth, LLC | 0.05% | — | 2,658 | $381K |
| Veridan Wealth LLC | 0.13% | Reduce -0.6% | 2,658 | $381K |
| Monetary Solutions, Ltd | 0.38% | — | 2,654 | $381K |
| HMV Wealth Advisors, LLC | 0.19% | No change | 2,650 | $380K |
| Texas Bank & Trust Co | 0.14% | No change | 2,646 | $380K |
| Kennebec Savings Bank | 0.33% | Add +361.8% | 2,637 | $378K |
| MilWealth Group LLC | 0.09% | No change | 2,633 | $378K |
| Oregon Pacific Wealth Management, LLC | 0.39% | Reduce -5.7% | 2,631 | $378K |
| Mezzasalma Advisors, LLC | 0.09% | No change | 2,606 | $377K |
| Opal Capital LLC | 0.09% | — | 2,407 | $375K |
| Heritage Wealth Management, Inc. | 0.10% | No change | 2,611 | $375K |
| Cascade Investment Advisors, Inc. | 0.22% | Reduce -19.1% | 2,600 | $373K |
| First Wilshire Securities Management Inc. | 0.09% | No change | 2,600 | $373K |
| Calamos Wealth Management LLC | 0.01% | Reduce -2.6% | 2,592 | $372K |
| Estate Counselors, LLC | 0.03% | New | 2,585 | $371K |
| Marquette Asset Management, LLC | 0.05% | No change | 2,555 | $367K |
| CIBC Asset Management Inc | 0.00% | Reduce -6.6% | 2,555 | $367K |
| Tenon Financial LLC | 0.15% | New | 2,551 | $366K |
| Ehrlich Financial Group | 0.21% | Reduce -12.3% | 2,547 | $366K |
| Canal Capital Management, LLC | 0.05% | Add +0.7% | 2,546 | $365K |
| Optima Capital LLC | 0.16% | Add +0.6% | 2,544 | $365K |
| Ascentis Independent Advisors | 0.06% | New | 2,541 | $365K |
| Vista Capital Partners, Inc. | 0.04% | No change | 2,540 | $365K |
| Bridges Investment Management Inc. | 0.00% | New | 2,537 | $364K |
| Redwood Investment Management, LLC | 0.04% | Reduce -0.3% | 2,532 | $363K |
| Kirtland Hills Capital Management, LLC | 0.13% | Add +52.0% | 2,527 | $363K |
| Legacy Private Trust Co. | 0.02% | No change | 2,527 | $363K |
| Realta Investment Advisors | 0.12% | Reduce -26.0% | 2,512 | $361K |
| Global Financial Private Client, LLC | 0.13% | No change | 2,511 | $360K |
| Berkshire Asset Management LLC | 0.02% | Reduce -0.3% | 2,504 | $359K |
| Wealth Management Strategies, Inc. | 0.17% | Reduce -0.8% | 2,501 | $359K |
| Eagle Wealth Strategies LLC | 0.17% | New | 2,494 | $358K |
| Cannell & Spears LLC | 0.01% | Reduce -5.9% | 2,489 | $357K |
| Disciplined Investments, LLC | 0.14% | Reduce -17.1% | 2,488 | $357K |
| Dakota Community Bank & Trust NA | 1.22% | Add +6112.5% | 2,485 | $357K |
| Moller Wealth Partners | 0.07% | Reduce -48.0% | 2,477 | $356K |
| Institute for Wealth Management, LLC. | 0.04% | Add +2.7% | 2,468 | $354K |
| American Money Management, LLC | 0.06% | Add +0.1% | 2,468 | $354K |
| Kanawha Capital Management LLC | 0.02% | No change | 2,465 | $354K |
| Rodgers & Associates, LTD | 0.04% | No change | 2,462 | $353K |
| Aurora Private Wealth, Inc. | 0.23% | — | 2,467 | $353K |
| Paragon Private Wealth Management, LLC | 0.11% | No change | 2,452 | $352K |
| Blue Trust, Inc. | 0.00% | Reduce -25.6% | 2,447 | $351K |
| Armbruster Capital Management, Inc. | 0.06% | Add +12.8% | 2,442 | $350K |
| Index Fund Advisors, Inc. | 0.02% | Add +0.0% | 2,441 | $350K |
| Wealth Architects, LLC | 0.03% | Add +0.0% | 2,437 | $350K |
| Vigil Wealth Management, LLC | 0.29% | — | 2,435 | $349K |
| Northwest Wealth Advisors, LLC | 0.27% | — | 2,433 | $349K |
| NBT Bank, N.A. | 0.02% | Reduce -8.0% | 2,432 | $349K |
| Hikari Power Ltd | 0.03% | No change | 2,430 | $349K |
| Goelzer Investment Management, Inc. | 0.02% | No change | 2,431 | $349K |
| Olistico Wealth, LLC | 0.17% | No change | 2,415 | $347K |
| Steinberganna Wealth Management | 0.16% | Add +0.4% | 2,400 | $344K |
| Dearborn Partners LLC | 0.02% | Add +26.3% | 2,400 | $344K |
| Hollencrest Capital Management | 0.01% | No change | 2,400 | $344K |
| 49 Wealth Management, LLC | 0.03% | New | 2,400 | $344K |
| Firestone Capital Management | 0.07% | Add +0.6% | 2,394 | $344K |
| Johnson Bixby & Associates, LLC | 0.04% | Reduce -7.1% | 2,384 | $342K |
| Aviance Capital Partners, LLC | 0.04% | No change | 2,377 | $341K |
| Golden Reserve Retirement LLC | 0.06% | New | 2,374 | $341K |
| J2 Capital Management Inc | 0.25% | No change | 2,348 | $337K |
| Chase Investment Counsel Corp. | 0.09% | New | 2,346 | $336K |
| Centennial Advisors, LLC | 0.44% | — | 2,340 | $336K |
| S Harris Financial Group, LLC | 0.32% | — | 2,335 | $335K |
| Rezny Wealth Management, Inc. | 0.07% | No change | 2,330 | $334K |
| Ballast Financial Advisors LLC | 0.34% | — | 2,328 | $334K |
| Agate Pass Investment Management, LLC | 0.12% | No change | 2,328 | $334K |
| Appleton Partners Inc. | 0.02% | No change | 2,330 | $334K |
| Clark Asset Management, LLC | 0.03% | Reduce -40.3% | 2,322 | $333K |
| Patten & Patten Inc. | 0.02% | Add +0.2% | 2,319 | $333K |
| Twelve Points Wealth Management LLC | 0.07% | Reduce -6.1% | 2,258 | $333K |
| Advus Financial Partners, LLC | 0.08% | Add +0.6% | 2,314 | $332K |
| Godsey & Gibb, Inc. | 0.03% | No change | 2,310 | $332K |
| RMR Capital Management, LLC | 0.24% | No change | 2,305 | $331K |
| Cabana LLC | 2.47% | New | 2,296 | $330K |
| Client 1ST Advisory Group, LLC | 0.10% | No change | 2,293 | $329K |
| Charles Schwab Trust Co | 0.02% | No change | 2,291 | $329K |
| Ghe, LLC | 0.11% | New | 2,285 | $328K |
| Scientech Research LLC | 0.21% | New | 2,273 | $326K |
| 1776 Wealth LLC | 0.12% | No change | 2,270 | $326K |
| Keebeck Wealth Management | 0.04% | No change | 2,270 | $326K |
| Davis R M Inc. | 0.01% | No change | 2,270 | $326K |
| Approach Retirement Advisors, LLC | 0.28% | — | 2,268 | $326K |
| Stillwater Wealth Management Group | 0.22% | Add +0.8% | 2,264 | $325K |
| Cardinal Point Capital Management ULC | 0.02% | No change | 2,263 | $325K |
| Princeton Global Asset Management LLC | 0.05% | Add +1.5% | 2,260 | $324K |
| Skyview Financial Group LLC | 0.33% | — | 2,257 | $324K |
| Bravera Wealth | 0.16% | — | 2,246 | $322K |
| Fortis Group Advisors, LLC | 0.05% | No change | 2,240 | $321K |
| Private Wealth Asset Management, LLC | 0.03% | No change | 2,237 | $321K |
| Horizon Investments, LLC | 0.00% | Add +389.9% | 2,234 | $321K |
| Blue Sky Capital Consultants Group, Inc. | 0.14% | Add +1.4% | 2,230 | $320K |
| Spectrum Investment Advisors, Inc. | 0.16% | New | 2,224 | $319K |
| Evercore Wealth Management, LLC | 0.00% | No change | 2,223 | $319K |
| LMG Wealth Partners, LLC | 0.06% | No change | 2,220 | $319K |
| Csenge Advisory Group | 0.01% | Add +6.0% | 2,220 | $319K |
| SFG Wealth Management, LLC. | 0.12% | Add +3.0% | 2,214 | $318K |
| Meramec Financial Planners, LLC | 0.12% | — | 2,042 | $317K |
| Perspective Wealth Advisors LLC | 0.23% | — | 2,211 | $317K |
| Retirement Planning Group, LLC / NY | 0.22% | Reduce -8.3% | 2,209 | $317K |
| Market Street Wealth Management Advisors LLC | 0.05% | No change | 2,203 | $316K |
| USAdvisors Wealth Management, LLC | 0.10% | Add +1.2% | 2,202 | $316K |
| McGuire Capital Advisors Inc. | 0.20% | — | 2,196 | $315K |
| Brick & Kyle, Associates | 0.11% | Add +0.1% | 2,195 | $315K |
| Tennessee Valley Asset Management Partners | 0.04% | Reduce -32.0% | 2,189 | $314K |
| WESPAC Advisors, LLC | 0.17% | Reduce -0.6% | 2,185 | $314K |
| Holistic Financial Partners | 0.11% | No change | 2,183 | $313K |
| Phillips Wealth Planners LLC | 0.25% | Reduce -0.8% | 2,112 | $313K |
| Chemung Canal Trust Co. | 0.06% | No change | 2,172 | $312K |
| Gray Private Wealth, LLC | 0.15% | No change | 2,172 | $312K |
| Keystone Financial Planning, Inc. | 0.09% | Reduce -1.1% | 2,159 | $310K |
| Perennial Investment Advisors, LLC | 0.02% | New | 2,154 | $309K |
| Copia Wealth Management | 0.22% | Reduce -1.9% | 2,150 | $309K |
| Diversified Enterprises, LLC | 0.02% | Add +3.1% | 2,134 | $306K |
| Winch Advisory Services, LLC | 0.07% | Add +1.3% | 2,132 | $306K |
| Beacon Investment Advisory Services, Inc. | 0.01% | New | 2,130 | $306K |
| Capital Advisory Group Advisory Services, LLC | 0.09% | No change | 2,127 | $305K |
| Cambridge Advisors Inc. | 0.06% | New | 2,124 | $305K |
| Eastern Bank | 0.01% | No change | 2,118 | $304K |
| Crusonia Wealth Advisors LLC | 0.07% | — | 2,114 | $303K |
| Moss Adams Wealth Advisors LLC | 0.02% | No change | 2,113 | $303K |
| RIA Advisory Group LLC | 0.07% | Add +0.3% | 2,108 | $303K |
| Blodgett Wealth Advisors, LLC | 0.21% | No change | 2,107 | $302K |
| Maxele Advisors, LLC | 0.25% | No change | 2,107 | $302K |
| Denali Advisors LLC | 0.03% | New | 2,103 | $302K |
| Greenline Partners, LLC | 0.03% | Add +0.2% | 2,099 | $301K |
| Brooks, Moore & Associates, Inc. | 0.15% | Reduce -94.6% | 2,096 | $301K |
| Home Federal Bank of Tennessee | 0.08% | Add +13.6% | 2,087 | $300K |
| Idaho Trust Co | 0.10% | Add +33.3% | 2,087 | $300K |
| Naples Global Advisors, LLC | 0.02% | Reduce -38.7% | 2,084 | $299K |
| Hudock, Inc. | 0.04% | Reduce -2.0% | 2,077 | $298K |
| Tucker Asset Management LLC | 0.09% | No change | 2,076 | $298K |
| Vantus Wealth LLC | 0.22% | — | 2,075 | $298K |
| Lake Street Private Wealth, LLC | 0.04% | Reduce -1.2% | 2,072 | $297K |
| Legacy Financial Group LLC | 0.04% | Add +0.1% | 1,944 | $297K |
| Midwest Financial Group LLC | 0.13% | Add +8.3% | 2,069 | $297K |
| Innovative Wealth Building LLC | 0.22% | Add +0.3% | 2,067 | $297K |
| Planning Directions Inc. | 0.15% | Reduce -1.1% | 2,062 | $296K |
| BLB&B Advisors, LLC | 0.01% | Reduce -4.0% | 2,059 | $295K |
| Intrua Financial, LLC | 0.03% | Reduce -3.1% | 2,059 | $295K |
| Revisor Wealth Management LLC | 0.08% | Reduce -1.7% | 1,985 | $294K |
| Bluespring Wealth Management, LLC | 0.03% | Reduce -0.9% | 2,049 | $294K |
| Wheelhouse Advisory Group LLC | 0.11% | New | 2,031 | $294K |
| Strategic Financial Partners, Ltd. | 0.13% | Reduce -3.8% | 2,040 | $293K |
| Apriem Advisors | 0.03% | Reduce -0.1% | 2,024 | $290K |
| Two Sigma Securities, LLC | 0.04% | Reduce -53.6% | 2,023 | $290K |
| Center for Financial Planning, Inc. | 0.03% | Add +2.9% | 2,018 | $290K |
| West Michigan Advisors, LLC | 0.07% | Reduce -0.6% | 2,015 | $289K |
| MY Wealth Management Inc. | 0.25% | No change | 2,014 | $289K |
| Avalon Capital Management | 0.07% | Add +0.7% | 2,014 | $289K |
| Moors & Cabot, Inc. | 0.01% | Add +33.2% | 2,011 | $289K |
| Bank Ozk | 0.10% | No change | 2,010 | $288K |
| Catalyst Private Wealth, LLC | 0.13% | No change | 2,002 | $287K |
| PFC Capital Group, Inc. | 0.12% | No change | 2,000 | $287K |
| Foguth Wealth Management, LLC. | 0.04% | — | 1,980 | $287K |
| Cooper Financial Group | 0.03% | Add +5.1% | 1,997 | $287K |
| Leigh Baldwin & Co., LLC | 0.19% | Reduce -2.1% | 1,990 | $286K |
| Campbell Deegan Wealth Management, LLC | 0.23% | Add +0.7% | 1,981 | $284K |
| Adelphi Trust Co | 0.23% | — | 1,978 | $284K |
| Balance Wealth Partners LLC | 0.09% | New | 1,972 | $283K |
| Elmwood Wealth Management, Inc. | 0.09% | New | 1,971 | $283K |
| Grandfield & Dodd, LLC | 0.02% | No change | 1,994 | $281K |
| Heritage Financial Services, LLC | 0.02% | Reduce -55.3% | 1,953 | $280K |
| Strategic Wealth Investment Group, LLC | 0.03% | Reduce -26.4% | 1,946 | $279K |
| Weik Capital Management | 0.10% | Reduce -1.5% | 1,945 | $279K |
| WealthPlan Investment Management, LLC | 0.02% | Add +0.3% | 1,932 | $277K |
| Sankala Group LLC | 0.22% | — | 1,788 | $277K |
| Leading Edge Financial Planning LLC | 0.06% | Reduce -4.2% | 1,931 | $277K |
| Tripletail Wealth Management, LLC | 0.35% | No change | 1,930 | $277K |
| Dunhill Financial, LLC | 0.09% | Add +0.1% | 1,929 | $277K |
| Dover Advisors, LLC | 0.11% | Reduce -2.6% | 1,916 | $275K |
| Hopwood Financial Services, Inc. | 0.19% | No change | 1,914 | $275K |
| Clearwater Capital Advisors, LLC | 0.02% | No change | 1,914 | $275K |
| WestHill Financial Advisors, Inc. | 0.05% | No change | 1,914 | $275K |
| Tanager Wealth Management LLP | 0.03% | Add +24.0% | 1,914 | $275K |
| Gibraltar Capital Management, Inc. | 0.05% | No change | 1,911 | $274K |
| Edgestream Partners, L.P. | 0.01% | New | 1,910 | $274K |
| Smith & Howard Wealth Management, LLC | 0.06% | No change | 1,908 | $274K |
| Bernicke Wealth Management, Ltd. | 0.04% | — | 1,906 | $274K |
| Cura Wealth Advisors, LLC | 0.10% | No change | 1,900 | $273K |
| Kingdom Financial Group LLC. | 0.08% | New | 1,897 | $272K |
| Ferguson Shapiro LLC | 0.08% | No change | 1,897 | $272K |
| Sterling Wealth Advisors Inc | 0.16% | No change | 1,892 | $272K |
| Investment Planning Advisors, Inc. | 0.08% | New | 1,886 | $271K |
| Garden State Investment Advisory Services LLC | 0.06% | Reduce -33.3% | 1,881 | $270K |
| Cape Investment Advisory, Inc. | 0.08% | Add +5.2% | 1,881 | $270K |
| Perkins Coie Trust Co | 0.05% | No change | 1,880 | $270K |
| Yanni & Associates Investment Advisors, LLC | 0.27% | — | 1,874 | $269K |
| REDW Wealth LLC | 0.10% | Add +0.4% | 1,874 | $269K |
| Twin Peaks Wealth Advisors, LLC | 0.08% | Add +20.9% | 1,726 | $269K |
| Mindset Wealth Management, LLC | 0.07% | No change | 1,873 | $269K |
| West Branch Capital LLC | 0.07% | Reduce -36.0% | 1,873 | $269K |
| Sather Financial Group Inc | 0.01% | No change | 1,871 | $269K |
| McDonough Capital Management, Inc | 0.13% | No change | 1,869 | $268K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 1,867 | $268K |
| Ameriflex Group, Inc. | 0.14% | Reduce -35.1% | 1,864 | $268K |
| Advisor Resource Council | 0.10% | New | 1,779 | $267K |
| G2 Capital Management, LLC / Oh | 0.06% | Reduce -38.2% | 1,863 | $267K |
| Prosperity Planning, Inc. | 0.10% | No change | 1,863 | $267K |
| MGB Wealth Management, LLC | 0.08% | Reduce -1.3% | 1,853 | $267K |
| Caitlin John, LLC | 0.17% | Reduce -7.1% | 1,846 | $265K |
| Second Line Capital, LLC | 0.05% | Add +0.1% | 1,844 | $265K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 1,840 | $264K |
| Swmg, LLC | 0.07% | No change | 1,697 | $264K |
| AlTi Global, Inc. | 0.01% | New | 1,836 | $264K |
| ETF Store, Inc. | 0.27% | Add +0.7% | 1,830 | $263K |
| ARS Wealth Advisors Group, LLC | 0.02% | Reduce -5.5% | 1,829 | $262K |
| McKinley Carter Wealth Services, Inc. | 0.01% | New | 1,827 | $262K |
| Capital Management Associates, Inc | 0.06% | No change | 1,825 | $262K |
| Planning Center, Inc. | 0.03% | No change | 1,820 | $261K |
| Alpha Financial Partners LLC | 0.16% | New | 1,816 | $261K |
| Founders Capital Management | 0.13% | Add +0.3% | 1,809 | $260K |
| BAM Wealth Management, LLC | 0.19% | Add +11.6% | 1,805 | $259K |
| Greenspring Advisors, LLC | 0.02% | New | 1,802 | $259K |
| Englebert Financial Advisers, LLC | 0.30% | — | 1,801 | $258K |
| Vawter Financial, Ltd. | 0.11% | No change | 1,800 | $258K |
| Heritage Wealth Advisors | 0.01% | Reduce -50.0% | 1,798 | $258K |
| Silver Oak Wealth Advisors Services, LLC | 0.17% | No change | 1,793 | $257K |
| Caldwell Sutter Capital, Inc. | 0.11% | Add +2.1% | 1,792 | $257K |
| Sentinel Pension Advisors, LLC | 0.04% | No change | 1,791 | $257K |
| KFG Wealth Management, LLC | 0.03% | Add +1.3% | 1,789 | $257K |
| MRA Advisory Group | 0.11% | Reduce -1.1% | 1,784 | $256K |
| Koss-Olinger Consulting, LLC | 0.02% | Add +0.9% | 1,787 | $256K |
| Red Crane Wealth Management, LLC | 0.21% | Add +0.5% | 1,783 | $256K |
| Matrix Private Capital Group LLC | 0.13% | No change | 1,783 | $256K |
| Opal Wealth Advisors, LLC | 0.07% | Add +1.0% | 1,782 | $256K |
| Financial Futures Ltd Liability Co. | 0.12% | No change | 1,779 | $255K |
| A4 Wealth Advisors LLC | 0.22% | Reduce -21.6% | 1,778 | $255K |
| Signature Equity Partners, LLC | 0.14% | — | 1,778 | $255K |
| PW Nova Financial Services LLC | 0.10% | — | 1,759 | $255K |
| Financial Freedom, LLC | 0.13% | Add +0.6% | 1,774 | $255K |
| ZynergyRetirementPlanningLLC | 0.16% | No change | 1,772 | $254K |
| Indiana Trust & Investment Management Co | 0.07% | No change | 1,769 | $254K |
| Meriwether Wealth & Planning, LLC | 0.14% | No change | 1,766 | $253K |
| Bellevue Asset Management, LLC | 0.08% | Add +0.2% | 1,764 | $253K |
| Philadelphia Trust Co. | 0.02% | No change | 1,765 | $253K |
| Carroll Advisory Group, LLC | 0.11% | — | 1,762 | $253K |
| Highland Capital Management, LLC | 0.01% | No change | 1,757 | $252K |
| Monument Group Wealth Advisors, LLC | 0.14% | No change | 1,750 | $251K |
| Galvin, Gaustad & Stein, LLC | 0.02% | No change | 1,750 | $251K |
| Maripau Wealth Management LLC | 0.12% | New | 1,743 | $250K |
| FLP Wealth Management, LLC | 0.59% | Add +7.2% | 1,740 | $250K |
| Fortem Financial Group, LLC | 0.07% | Add +8.5% | 1,736 | $249K |
| Plan Group Financial, LLC | 0.06% | No change | 1,736 | $249K |
| Princeton Capital Management LLC | 0.06% | No change | 1,730 | $248K |
| KMG Fiduciary Partners, LLC | 0.02% | No change | 1,729 | $248K |
| True North Advisors, LLC | 0.03% | New | 1,721 | $247K |
| Unified Investment Management | 0.25% | No change | 1,716 | $246K |
| Mullaney, Keating & Wright, Inc. | 0.13% | Reduce -0.9% | 1,714 | $246K |
| Kestra Investment Management, LLC | 0.01% | Reduce -5.2% | 1,713 | $246K |
| Meridian Wealth Partners, LLC | 0.03% | Add +6.3% | 1,700 | $244K |
| RiverFront Investment Group, LLC | 0.00% | No change | 1,700 | $244K |
| Nadler Financial Group, Inc. | 0.02% | No change | 1,691 | $243K |
| MA Private Wealth | 0.04% | No change | 1,687 | $242K |
| 626 Financial, LLC | 0.10% | No change | 1,686 | $242K |
| Noble Family Wealth, LLC | 0.05% | No change | 1,685 | $242K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -6.7% | 1,678 | $241K |
| Everhart Financial Group, Inc. | 0.02% | No change | 1,673 | $240K |
| Evolution Advisers, Inc. | 0.10% | No change | 1,678 | $240K |
| BWM Planning, LLC | 0.06% | New | 1,668 | $239K |
| Van Cleef Asset Management,Inc | 0.02% | No change | 1,663 | $239K |
| Security Financial Services, INC. | 0.04% | Add +5.5% | 1,663 | $239K |
| Blume Capital Management, Inc. | 0.04% | No change | 1,660 | $238K |
| Peachtree Investment Partners, LLC | 0.08% | Add +0.5% | 1,649 | $237K |
| Hamilton Point Investment Advisors, LLC | 0.04% | New | 1,648 | $236K |
| KW Wealth Management LLC | 0.36% | Reduce -5.8% | 1,640 | $235K |
| TruNorth Capital Management, LLC | 0.04% | No change | 1,638 | $235K |
| Stone House Investment Management, LLC | 0.04% | Add +39.8% | 1,637 | $235K |
| Lansing Street Advisors | 0.06% | Add +0.6% | 1,632 | $234K |
| Colter Lewis Investment Partners LLC | 0.27% | — | 1,631 | $234K |
| Security National Bank | 0.03% | Reduce -54.4% | 1,630 | $234K |
| Pacific Financial Group Inc. | 0.13% | New | 1,628 | $234K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -23.9% | 1,625 | $233K |
| Atlatl Advisers LLC | 0.09% | Add +1.8% | 1,621 | $233K |
| Seelaus Asset Management LLC | 0.19% | Add +3.2% | 1,614 | $232K |
| Crewe Advisors LLC | 0.02% | No change | 1,603 | $230K |
| Endeavor Private Wealth, Inc. | 0.07% | Reduce -5.7% | 1,596 | $229K |
| MPWM Advisory Solutions, LLC | 0.13% | Add +0.2% | 1,595 | $229K |
| First Western Trust Bank | 0.01% | New | 1,590 | $228K |
| Presilium Private Wealth, LLC | 0.04% | Reduce -1.3% | 1,580 | $227K |
| Avantra Family Wealth, Inc. | 0.16% | Add +4.0% | 1,579 | $227K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.08% | Reduce -0.1% | 1,575 | $226K |
| Clarus Group, Inc. | 0.08% | No change | 1,575 | $226K |
| Hazlett, Burt & Watson, Inc. | 0.07% | Add +0.1% | 1,588 | $226K |
| Brindle & Bay Financial Advisors, LLC | 0.15% | — | 1,574 | $226K |
| Beacon Capital Management, LLC | 0.04% | Add +0.4% | 1,572 | $226K |
| Caliber Wealth Management, LLC / KS | 0.02% | New | 1,565 | $225K |
| Gradient Investments LLC | 0.00% | Reduce -42.6% | 1,565 | $225K |
| Earned Wealth Advisors, LLC | 0.02% | New | 1,564 | $224K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -6.9% | 1,552 | $224K |
| LFA - Lugano Financial Advisors SA | 0.12% | No change | 1,555 | $223K |
| Chapin Davis, Inc. | 0.05% | No change | 1,555 | $223K |
| Potentia Wealth | 0.08% | No change | 1,554 | $223K |
| Claro Advisors Inc. | 0.03% | New | 1,541 | $221K |
| Dana Investment Advisors, Inc. | 0.01% | New | 1,539 | $221K |
| Jeppson Wealth Management, LLC | 0.07% | No change | 1,538 | $221K |
| Eagle Harbor Asset Management Inc. | 0.18% | No change | 1,537 | $221K |
| BOS Asset Management, LLC | 0.06% | No change | 1,534 | $220K |
| Vericrest Private Wealth | 0.20% | — | 1,533 | $220K |
| High Falls Advisors, Inc | 0.04% | Reduce -3.7% | 1,525 | $219K |
| Accredited Investors Inc. | 0.01% | Reduce -17.6% | 1,522 | $218K |
| Headland Capital, LLC | 0.06% | Add +0.1% | 1,517 | $218K |
| Columbia Advisory Partners LLC | 0.15% | No change | 1,516 | $218K |
| Brucke Financial, Inc. | 0.12% | Add +0.7% | 1,510 | $217K |
| Strait & Sound Wealth Management LLC | 0.08% | Reduce -4.0% | 1,508 | $216K |
| Sterling Investment Management, LLC | 0.12% | No change | 1,500 | $215K |
| Ridge Creek Global, Inc | 0.18% | — | 1,495 | $215K |
| Atlas Brown,Inc. | 0.06% | New | 1,495 | $215K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.04% | No change | 1,495 | $215K |
| Sensible Money, LLC | 0.07% | New | 1,490 | $214K |
| Harvest Investment Services, LLC | 0.04% | Add +0.1% | 1,485 | $213K |
| Topsail Wealth Management, LLC | 0.03% | No change | 1,479 | $212K |
| WealthShield Partners, LLC | 0.02% | New | 1,478 | $212K |
| Frazier Financial Advisors, LLC | 0.13% | Add +0.7% | 1,478 | $212K |
| DiNuzzo Private Wealth, Inc. | 0.02% | No change | 1,476 | $212K |
| MBL Wealth, LLC | 0.02% | No change | 1,476 | $212K |
| DMKC Advisory Services, LLC | 0.09% | Add +0.2% | 1,471 | $211K |
| Arta Finance Wealth Management LLC | 0.11% | — | 1,471 | $211K |
| Alerus Financial NA | 0.01% | No change | 1,467 | $211K |
| Level Wealth Management LLC | 0.11% | Add +0.5% | 1,467 | $211K |
| Berkeley, Inc | 0.07% | No change | 1,466 | $210K |
| Capasso Planning Partners LLC | 0.12% | Reduce -2.4% | 1,464 | $210K |
| Certuity, LLC | 0.01% | New | 1,464 | $210K |
| Sun Group Wealth Partners | 0.17% | — | 1,462 | $210K |
| Financial Synergies Wealth Advisors, Inc. | 0.02% | New | 1,460 | $210K |
| WBH Advisory Inc. | 0.02% | No change | 1,458 | $209K |
| SkyOak Wealth, LLC | 0.04% | No change | 1,455 | $209K |
| Base Wealth Management LLC | 0.11% | Reduce -0.3% | 1,453 | $209K |
| Rockwood Wealth Management, LLC | 0.02% | No change | 1,452 | $208K |
| Strategies Wealth Advisors, LLC | 0.02% | Reduce -3.3% | 1,450 | $208K |
| Independent Wealth Advisors LLC | 0.22% | — | 1,450 | $208K |
| North Capital, Inc. | 0.18% | Add +0.4% | 1,449 | $208K |
| marrick wealth, LLC | 0.17% | — | 1,442 | $207K |
| Enclave Advisors LLC | 0.03% | No change | 1,439 | $207K |
| GK Wealth Management LLC | 0.15% | Reduce -6.6% | 1,439 | $207K |
| Acorn Wealth Advisors, LLC | 0.06% | Reduce -14.1% | 1,438 | $206K |
| Alternative Investment Advisors, LLC. | 0.09% | Reduce -1.4% | 1,434 | $206K |
| Altus Wealth Group LLC | 0.08% | Add +0.1% | 1,436 | $206K |
| North Forty Two & Co. | 0.19% | No change | 1,436 | $206K |
| Fluent Financial, LLC | 0.08% | No change | 1,432 | $206K |
| Eley Financial Management, Inc | 0.07% | No change | 1,432 | $206K |
| Paradigm, Strategies in Wealth Management, LLC | 0.13% | New | 1,431 | $205K |
| Legacy Financial Strategies, LLC | 0.04% | No change | 1,430 | $205K |
| Tred Avon Family Wealth, LLC | 0.07% | New | 1,428 | $205K |
| Cora Capital Advisors LLC | 0.08% | No change | 1,428 | $205K |
| Private Wealth Partners, LLC | 0.01% | No change | 1,423 | $204K |
| WPG Advisers, LLC | 0.15% | Add +2.1% | 1,422 | $204K |
| Retirement Planning Group, LLC | 0.01% | New | 1,417 | $203K |
| Sloy Dahl & Holst, LLC | 0.02% | New | 1,415 | $203K |
| Compton Wealth Advisory Group, LLC | 0.04% | New | 1,403 | $201K |
| DeLarme Wealth Management, Inc. | 0.14% | — | 1,398 | $201K |
| Northwest Quadrant Wealth Management, LLC | 0.04% | Reduce -10.8% | 1,397 | $201K |
| Oxbow Advisors, LLC | 0.02% | New | 1,397 | $200K |
| Private Management Group Inc. | 0.01% | New | 1,396 | $200K |
| Tacita Capital Inc | 0.12% | No change | 1,390 | $199K |
| Rialto Wealth Management, LLC | 0.05% | No change | 1,389 | $199K |
| ORG Partners LLC | 0.04% | No change | 1,369 | $197K |
| Grove Bank & Trust | 0.02% | No change | 1,364 | $196K |
| City Holding Co. | 0.02% | No change | 1,357 | $195K |
| Strive Financial Group ,LLC | 0.10% | — | 1,353 | $194K |
| Walsh & Associates, LLC | 0.19% | — | 1,332 | $191K |
| Cornerstone Planning Group LLC | 0.03% | Reduce -99.8% | 1,284 | $191K |
| Silicon Valley Capital Partners | 0.02% | Add +0.6% | 1,316 | $189K |
| LGT Financial Advisors LLC | 1.16% | Reduce -1.0% | 1,314 | $189K |
| Newton One Investments LLC | 0.05% | No change | 1,288 | $185K |
| Hara Capital LLC | 0.10% | No change | 1,276 | $183K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | No change | 1,239 | $178K |
| Pinnacle Bancorp, Inc. | 0.05% | Reduce -2.4% | 1,234 | $177K |
| Proathlete Wealth Management LLC | 0.05% | Add +4062.1% | 1,207 | $173K |
| Entrust Financial LLC | 0.13% | — | 1,196 | $172K |
| Laurel Wealth Advisors LLC | 0.02% | New | 1,176 | $169K |
| Sachetta, LLC | 0.09% | Reduce -4.1% | 1,170 | $168K |
| Marshall & Sterling Wealth Advisors Inc. | 0.11% | Reduce -47.7% | 1,117 | $160K |
| Global Trust Asset Management, LLC | 0.06% | Reduce -56.0% | 1,062 | $152K |
| Delta Asset Management LLC | 0.01% | Add +64.8% | 1,048 | $150K |
| MTM Investment Management, LLC | 0.05% | No change | 1,045 | $150K |
| Abound Wealth Management | 0.03% | Add +35.5% | 1,031 | $148K |
| Adkins Seale Capital Management LLC | 0.14% | — | 1,000 | $144K |
| ESL Trust Services, LLC | 0.03% | No change | 1,000 | $144K |
| Stelac Advisory Services LLC | 0.05% | No change | 979 | $141K |
| GAMMA Investing LLC | 0.01% | Add +111.0% | 977 | $140K |
| Tsfg, LLC | 0.02% | No change | 972 | $140K |
| J.Safra Asset Management Corp | 0.01% | No change | 964 | $138K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 956 | $137K |
| Robinswood Financial LLC | 0.04% | No change | 894 | $128K |
| DHJJ Financial Advisors, Ltd. | 0.04% | Reduce -2.7% | 892 | $128K |
| Blueline Advisors LLC | 0.10% | — | 882 | $127K |
| Ballast Advisors LLC | 0.03% | Add +8.2% | 868 | $125K |
| Kentucky Trust Co | 0.07% | No change | 861 | $124K |
| Evolution Wealth Management Inc. | 0.10% | Add +86.1% | 843 | $121K |
| Tidemark, LLC | 0.03% | No change | 831 | $119K |
| TCTC Holdings, LLC | 0.00% | No change | 781 | $112K |
| JDM Financial Group LLC | 0.04% | No change | 777 | $111K |
| WFA of San Diego, LLC | 0.08% | No change | 775 | $111K |
| Granville Capital, Inc. | 0.06% | — | 760 | $109K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +179.0% | 759 | $109K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 750 | $108K |
| Cascades Capital Asset Management, LLC | 0.05% | No change | 745 | $107K |
| Bullseye Investment Management, LLC | 0.05% | New | 725 | $104K |
| eCIO, Inc. | 0.05% | New | 725 | $104K |
| Darwin Wealth Management, LLC | 0.03% | Reduce -14.3% | 722 | $104K |
| Accent Capital Management, LLC | 0.04% | Add +530.7% | 719 | $103K |
| Cedar Mountain Advisors, LLC | 0.02% | No change | 707 | $101K |
| Miller Capital Partners, Inc. | 0.05% | — | 695 | $100K |
| Ankerstar Wealth, LLC | 0.10% | — | 693 | $100K |
| Hurley Capital, LLC | 0.05% | Add +13.2% | 677 | $97K |
| CDKV Holdings LLC | 0.08% | — | 634 | $91K |
| REAP Financial Group, LLC | 0.02% | Add +453.1% | 614 | $88K |
| Bell Investment Advisors, Inc | 0.01% | No change | 611 | $88K |
| Noble Wealth Management PBC | 0.04% | Add +0.7% | 608 | $87K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | Add +318.6% | 607 | $87K |
| Godfrey Financial Associates, Inc. | 0.07% | — | 594 | $85K |
| Smallwood Wealth Investment Management, LLC | 0.04% | Add +5.5% | 580 | $83K |
| Versant Capital Management, Inc | 0.01% | New | 577 | $83K |
| Osbon Capital Management LLC | 0.08% | — | 566 | $81K |
| Bay Harbor Wealth Management, LLC | 0.02% | No change | 566 | $81K |
| Allianz SE | 0.00% | No change | 560 | $80K |
| Elevated Capital Advisors, LLC | 0.02% | Reduce -76.3% | 559 | $80K |
| Missouri Trust & Investment Co | 0.02% | No change | 556 | $80K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.06% | — | 555 | $80K |
| Hilltop National Bank | 0.02% | No change | 542 | $78K |
| New Millennium Group LLC | 0.03% | Reduce -0.9% | 538 | $77K |
| Bank of New Hampshire | 0.02% | No change | 532 | $76K |
| Rakuten Securities, Inc. | 0.02% | Reduce -69.9% | 529 | $76K |
| Clarity Asset Management, Inc. | 0.04% | Add +0.6% | 524 | $75K |
| Raleigh Capital Management Inc. | 0.03% | New | 520 | $75K |
| Lodestone Wealth Management LLC | 0.03% | New | 514 | $74K |
| Quattro Advisors LLC | 0.06% | — | 512 | $73K |
| CGC Financial Services, LLC | 0.02% | No change | 509 | $73K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.4% | 508 | $73K |
| Financial Connections Group, Inc. | 0.02% | No change | 502 | $72K |
| Vermillion & White Wealth Management Group, LLC | 0.04% | Add +72.6% | 497 | $71K |
| Basepoint Wealth LLC | 0.04% | New | 473 | $68K |
| Portfolio Resources Advisor Group, Inc. | 0.07% | — | 472 | $68K |
| Ransom Advisory, Ltd | 0.03% | New | 471 | $68K |
| Kimelman & Baird, LLC | 0.01% | Reduce -28.3% | 469 | $67K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 450 | $65K |
| Align Financial, LLC | 0.04% | — | 64,440 | $64K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 447 | $64K |
| CNB Bank | 0.03% | No change | 438 | $63K |
| Litman Gregory Wealth Management LLC | 0.00% | New | 435 | $62K |
| Gen-Wealth Partners Inc | 0.02% | No change | 432 | $62K |
| Hughes Financial Services, LLC | 0.01% | No change | 432 | $62K |
| Pacifica Partners Inc. | 0.03% | Reduce -10.1% | 426 | $62K |
| West Financial Advisors, LLC | 0.01% | No change | 427 | $61K |
| CrossGen Wealth, LLC | 0.05% | — | 417 | $60K |
| Graney & King, LLC | 0.04% | Add +0.5% | 417 | $60K |
| Creative Capital Management Investments LLC | 0.02% | No change | 413 | $59K |
| Winthrop Capital Management, LLC | 0.01% | No change | 409 | $59K |
| Harbor Asset Planning, Inc. | 0.05% | Reduce -53.9% | 398 | $57K |
| Sunrise Financial Services, LLC | 0.04% | — | 382 | $55K |
| Nalls Sherbakoff Group, LLC | 0.04% | No change | 380 | $55K |
| Corsicana & Co. | 0.03% | No change | 375 | $54K |
| Highline Wealth Partners LLC | 0.01% | Reduce -50.5% | 364 | $52K |
| Barnes Dennig Private Wealth Management LLC | 0.05% | No change | 364 | $52K |
| Minot DeBlois Advisors LLC | 0.05% | Reduce -29.9% | 350 | $50K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 350 | $50K |
| Obsidian Cio, LLC | 0.07% | Reduce -90.9% | 344 | $49K |
| American National Bank & Trust | 0.00% | No change | 340 | $49K |
| IAG Wealth Partners, LLC | 0.01% | Add +9.3% | 339 | $49K |
| Tradewinds Capital Management, LLC | 0.01% | Add +0.6% | 338 | $49K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Add +3.1% | 334 | $48K |
| Financial Consulate, Inc. | 0.01% | Reduce -57.3% | 329 | $47K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 307 | $44K |
| DecisionPoint Financial, LLC | 0.01% | New | 305 | $44K |
| Clayton Financial Group LLC | 0.02% | No change | 294 | $42K |
| SJS Investment Consulting Inc. | 0.01% | Reduce -8.7% | 294 | $42K |
| Nova Wealth Management, Inc. | 0.03% | Add +11.2% | 289 | $41K |
| Ulland Investment Advisors, LLC | 0.03% | No change | 285 | $41K |
| Winnacle Wealth LLC | 0.03% | Reduce -25.1% | 284 | $41K |
| Atomic Invest LLC | 0.02% | — | 280 | $40K |
| IFC & Insurance Marketing, Inc. | 0.04% | — | 280 | $40K |
| Resources Management Corp. /CT/ | 0.01% | No change | 276 | $40K |
| Front Row Advisors LLC | 0.01% | No change | 250 | $36K |
| LRI Investments, LLC | 0.00% | Add +400.0% | 250 | $36K |
| NFSG Corp | 0.01% | No change | 237 | $34K |
| TFC Financial Management, Inc. | 0.00% | Reduce -88.7% | 237 | $34K |
| First United Bank & Trust | 0.01% | No change | 230 | $33K |
| Byrne Asset Management LLC | 0.02% | Add +0.9% | 229 | $33K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.00% | No change | 223 | $32K |
| American Capital Advisory, LLC | 0.01% | No change | 216 | $31K |
| Dorato Capital Management | 0.02% | — | 200 | $30K |
| Nemes Rush Group LLC | 0.00% | Reduce -89.5% | 204 | $29K |
| Basecamp Wealth Advisors LLC | 0.01% | — | 200 | $29K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 200 | $29K |
| Atwood & Palmer Inc. | 0.00% | Add +1.0% | 199 | $28K |
| Coston, McIsaac & Partners | 0.01% | Add +0.5% | 196 | $28K |
| Horrell Capital Management, Inc. | 0.01% | No change | 185 | $27K |
| Ogorek Anthony Joseph /NY/ | 0.01% | No change | 184 | $26K |
| Lloyd Advisory Services, LLC. | 0.01% | New | 177 | $25K |
| Chilton Capital Management LLC | 0.00% | Reduce -42.0% | 177 | $25K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 170 | $25K |
| Zions Bancorporation, National Association | 0.00% | New | 167 | $24K |
| Clearstead Trust, LLC | 0.00% | No change | 157 | $23K |
| Aventus Investment Advisors, Inc. | 0.02% | No change | 155 | $22K |
| Centennial Bank | 0.01% | No change | 153 | $22K |
| Running Point Capital Advisors, LLC | 0.01% | No change | 150 | $22K |
| McIlrath & Eck, LLC | 0.00% | No change | 150 | $22K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 147 | $21K |
| Kozak & Associates, Inc. | 0.00% | No change | 140 | $21K |
| Gilpin Wealth Management, LLC | 0.02% | — | 140 | $20K |
| Kelleher Financial Advisors | 0.00% | No change | 135 | $19K |
| Networth Advisors, LLC | 0.01% | — | 134 | $19K |
| Strategic Investment Solutions, Inc. | 0.00% | Reduce -52.5% | 125 | $18K |
| Essential Investment Partners LLC | 0.02% | — | 120 | $17K |
| Sittner & Nelson, LLC | 0.01% | No change | 105 | $16K |
| Reyes Financial Architecture, Inc. | 0.01% | Reduce -23.8% | 112 | $16K |
| Truvestments Capital LLC | 0.00% | Reduce -1.8% | 108 | $16K |
| Pinney & Scofield, Inc. | 0.01% | No change | 100 | $14K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 100 | $14K |
| Private Wealth Management Group, LLC | 0.00% | New | 100 | $14K |
| DV Trading LLC | 0.00% | — | 100 | $14K |
| PayPay Securities Corp | 0.42% | Add +2.1% | 99 | $14K |
| Davis Capital Management | 0.01% | No change | 94 | $13K |
| PFS Partners, LLC | 0.01% | Add +1.3% | 79 | $11K |
| Monetary Management Group Inc. | 0.00% | No change | 75 | $11K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 70 | $10K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 60 | $9K |
| Cary Street Partners Investment Advisory LLC | 0.00% | No change | 54 | $8K |
| Motiv8 Investments LLC | 0.00% | New | 45 | $7K |
| Allianz Asset Management GmbH | 0.00% | Add +9.8% | 45 | $6K |
| Curio Wealth, LLC | 0.00% | Add +2.5% | 41 | $6K |
| Premier Financial Group | 0.00% | New | 41 | $6K |
| Investment Research & Advisory Group, Inc. | 0.00% | No change | 38 | $5K |
| Jessup Wealth Management, Inc | 0.00% | New | 34 | $5K |
| Wolff Wiese Magana LLC | 0.00% | No change | 31 | $4K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 27 | $4K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 26 | $4K |
| Roxbury Financial LLC | 0.00% | No change | 23 | $3K |
| TD Private Client Wealth LLC | 0.00% | No change | 22 | $3K |
| Benson Wealth Management INC | 0.00% | — | 17 | $2K |
| Country Trust Bank | 0.00% | No change | 17 | $2K |
| RHL Group, LLC | 0.00% | — | 16 | $2K |
| Navigoe, LLC | 0.00% | No change | 18 | $2K |
| Morse Asset Management, Inc | 0.00% | No change | 11 | $2K |
| IMG Wealth Management, Inc. | 0.00% | New | 9 | $1K |
| Sterling Capital Management LLC | 0.00% | No change | 9 | $1K |
| Safe Harbor Fiduciary, LLC | 0.00% | — | 3 | $431 |
| Kilter Group LLC | 0.00% | No change | 3 | $395 |
| Retirement Wealth Solutions LLC | 0.00% | No change | 1 | $216 |
| Hartford Financial Management Inc. | 0.00% | No change | 1 | $144 |
| Avalon Trust Co | 0.00% | Reduce -99.9% | 1 | $129 |
"% 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.