Vanguard High DVD Yield ETFVYMETF
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 2,021 institutions reported holding Vanguard High DVD Yield ETF (VYM) in their 13F filings, up 16 from Q4 2025. 110 opened new positions and 83 sold out. The largest holders were Bank of America Corp. ($1.9B), Morgan Stanley ($1.5B) and Raymond James Financial Inc. ($1.1B). 5 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 110 | $99.2M |
| Exits | 83 | $291.2M |
All 13F filers, Q4 2025 → Q1 2026: 18,680,263 shares bought and 6,177,073 shares sold, net +12,503,190 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,021 holders
| Bank of America Corp. | 0.14% | Add +1.8% | 12,758,401 | $1.9B |
| Morgan Stanley | 0.09% | Add +1.5% | 10,354,566 | $1.5B |
| Raymond James Financial Inc. | 0.35% | Reduce -1.3% | 7,617,263 | $1.1B |
| LPL Financial LLC | 0.27% | Reduce -0.9% | 6,759,886 | $1.0B |
| Wells Fargo & Company | 0.18% | Add +10.6% | 6,091,191 | $902.1M |
| JPMorgan Chase & Co. | 0.05% | Add +1.7% | 5,454,000 | $793.4M |
| Creative Planning | 0.39% | Add +6.1% | 3,839,152 | $568.6M |
| UBS Group AG | 0.10% | Add +29.3% | 3,722,386 | $551.3M |
| Ameriprise Financial Inc. | 0.13% | Reduce -12.4% | 3,667,871 | $543.4M |
| Envestnet Asset Management Inc. | 0.14% | Add +0.0% | 3,451,729 | $511.2M |
| Jones Financial Companies LLLP | 0.21% | Add +15.0% | 2,985,657 | $435.1M |
| Mercer Global Advisors Inc. | 0.59% | Reduce -1.6% | 2,706,655 | $400.9M |
| Cetera Investment Advisers | 0.43% | Add +2.1% | 2,699,936 | $399.9M |
| Rakuten Investment Management, Inc. | 0.81% | Add +100.0% | 2,837,108 | $398.6M |
| Royal Bank of Canada | 0.07% | Reduce -0.6% | 2,476,663 | $366.8M |
| Commonwealth Equity Services, LLC | 0.50% | Add +0.8% | 2,392,901 | $354.4M |
| Vantagepoint Investment Advisers LLC | 2.80% | Reduce -3.7% | 2,229,005 | $330.1M |
| Janney Montgomery Scott LLC | 0.72% | Add +1.9% | 1,949,873 | $288.8M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -0.5% | 1,860,644 | $275.6M |
| SCS Capital Management LLC | 2.30% | Reduce -2.8% | 1,463,217 | $216.7M |
| HighTower Advisors, LLC | 0.23% | Add +2.5% | 1,455,190 | $215.5M |
| Pathstone Holdings, LLC | 0.82% | Add +0.1% | 1,399,111 | $207.2M |
| Osaic Holdings, Inc. | 0.30% | Reduce -4.8% | 1,384,842 | $205.1M |
| Stifel Financial Corp. | 0.19% | Reduce -6.2% | 1,375,466 | $203.7M |
| Kestra Advisory Services, LLC | 0.71% | Add +15.1% | 1,260,883 | $186.7M |
| Howard Capital Management, LLC | 2.74% | No change | 1,132,957 | $167.8M |
| Cambridge Investment Research Advisors, Inc. | 0.42% | Reduce -0.0% | 1,090,112 | $161.4M |
| Joel Isaacson & Co., LLC | 5.11% | Add +1.2% | 1,040,153 | $154.0M |
| Auto-Owners Insurance Co | 3.21% | No change | 1,035,700 | $153.4M |
| Baird Financial Group, Inc. | 0.22% | Add +2.9% | 955,524 | $141.5M |
| Truist Financial Corp. | 0.19% | Add +0.8% | 942,329 | $139.6M |
| PNC Financial Services Group, Inc. | 0.08% | Add +0.5% | 913,105 | $135.2M |
| Wharton Business Group, LLC | 4.97% | Reduce -0.3% | 889,433 | $131.7M |
| D.A. Davidson & Co. | 0.78% | Add +4.8% | 868,479 | $128.6M |
| Captrust Financial Advisors | 0.22% | Add +4.4% | 856,648 | $126.9M |
| Florida Trust Wealth Management Co | 3.27% | Reduce -0.1% | 789,676 | $117.0M |
| Cerity Partners LLC | 0.16% | Add +1.7% | 774,708 | $114.7M |
| Bank of Montreal | 0.05% | Add +6.2% | 752,342 | $111.4M |
| Allworth Financial LP | 0.45% | Add +3.3% | 749,545 | $111.0M |
| Martel Wealth Advisors LLC | 18.54% | Add +1.3% | 735,340 | $108.9M |
| One Day In July LLC | 8.67% | Add +3.8% | 731,082 | $108.3M |
| Corient Private Wealth LP | 0.15% | Reduce -0.9% | 723,858 | $107.1M |
| Equitable Holdings, Inc. | 0.64% | Add +6.0% | 692,223 | $99.4M |
| Assetmark, Inc. | 0.20% | Reduce -5.2% | 662,033 | $98.0M |
| HCR Wealth Advisors | 9.92% | Add +0.6% | 645,989 | $95.7M |
| Stratos Wealth Partners, LTD. | 1.06% | Reduce -1.8% | 627,878 | $93.0M |
| Inspirion Wealth Advisors, LLC | 10.83% | Add +17.1% | 586,809 | $86.9M |
| SBI Securities Co., Ltd. | 2.38% | Add +0.6% | 586,333 | $86.8M |
| Mariner, LLC | 0.10% | Add +2.3% | 583,072 | $86.3M |
| Marino, Stram & Associates LLC | 14.89% | Add +1.8% | 559,760 | $82.9M |
| Mesirow Financial Investment Management, Inc. | 1.32% | Add +39.4% | 552,464 | $81.8M |
| Pinnacle Associates Ltd. | 1.05% | Add +1.3% | 550,774 | $81.6M |
| Focus Partners Wealth | 0.09% | Add +1.1% | 527,222 | $78.1M |
| MML Investors Services, LLC | 0.21% | Reduce -16.7% | 522,526 | $77.4M |
| Steward Partners Investment Advisory, LLC | 0.39% | Add +7.6% | 516,733 | $76.5M |
| BNP Paribas Financial Markets | 0.05% | Reduce -28.5% | 501,305 | $74.2M |
| Arlington Trust Co LLC | 5.97% | Add +5.2% | 457,412 | $67.7M |
| Wellspring Financial Advisors, LLC | 5.03% | Reduce -2.3% | 2,909,177 | $67.1M |
| AQR Capital Management | 0.03% | Add +5.5% | 439,845 | $65.1M |
| Waverly Advisors, LLC | 0.49% | Add +27.5% | 437,000 | $64.7M |
| Baltimore-Washington Financial Advisors, Inc. | 2.71% | Add +32.0% | 421,193 | $62.4M |
| Wealthcare Advisory Partners LLC | 1.14% | Add +24.3% | 396,945 | $58.8M |
| Smithfield Trust Co | 2.55% | Add +1.5% | 396,206 | $58.7M |
| White Lighthouse Investment Management Inc. | 7.87% | Reduce -18.8% | 383,007 | $56.7M |
| Private Advisor Group, LLC | 0.27% | Add +1.5% | 382,664 | $56.7M |
| Hancock Whitney Corp. | 0.98% | Add +0.6% | 373,493 | $56.1M |
| Waldron Private Wealth LLC | 2.18% | Add +11.8% | 376,906 | $55.8M |
| Commerce Bank | 0.26% | Add +135.5% | 368,959 | $54.6M |
| Cornerstone Advisory, LLC | 4.96% | Add +2.4% | 353,720 | $52.4M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +7.0% | 345,677 | $51.2M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Reduce -29.9% | 345,479 | $51.2M |
| FMR LLC | 0.00% | Add +16.8% | 345,410 | $51.2M |
| NewEdge Advisors, LLC | 0.18% | Add +1.7% | 337,471 | $50.0M |
| DAVENPORT & Co LLC | 0.28% | Add +12.8% | 335,331 | $49.7M |
| Moneta Group Investment Advisors LLC | 0.37% | Add +1.7% | 332,863 | $49.3M |
| MBM Wealth Consultants, LLC | 11.27% | Add +1.3% | 331,376 | $49.1M |
| Keybank National Association | 0.18% | Add +18.3% | 330,577 | $49.0M |
| Zhang Financial LLC | 1.69% | Add +5.0% | 329,681 | $48.8M |
| Operose Advisors LLC | 11.25% | Reduce -3.9% | 327,542 | $48.5M |
| Round Rock Advisors LLC | 7.09% | Add +1.7% | 312,896 | $46.3M |
| Pinnacle Wealth Management Advisory Group, LLC | 3.11% | Add +0.6% | 306,905 | $45.5M |
| Rwa Wealth Partners, LLC | 0.49% | Add +5.0% | 303,736 | $45.0M |
| Twele Capital Management, Inc. | 7.87% | Reduce -0.2% | 298,225 | $44.2M |
| Merit Financial Group, LLC | 0.32% | Add +4.5% | 290,905 | $43.1M |
| Sei Investments Co. | 0.04% | Add +3.3% | 290,128 | $43.0M |
| Apella Capital, LLC | 0.63% | Reduce -4.9% | 275,353 | $42.7M |
| M&T Bank Corp | 0.14% | Reduce -7.8% | 286,783 | $42.5M |
| Heartwood Wealth Advisors LLC | 3.47% | Add +0.4% | 268,922 | $39.8M |
| Act Wealth Management, LLC | 13.37% | Reduce -0.7% | 268,772 | $39.8M |
| Beacon Pointe Advisors, LLC | 0.21% | Add +16.5% | 267,243 | $39.6M |
| Valmark Advisers, Inc. | 0.46% | Add +7.7% | 263,015 | $39.0M |
| Lido Advisors, LLC | 0.15% | Reduce -0.9% | 258,466 | $38.3M |
| New England Asset Management Inc. | 5.02% | Add +2.7% | 257,625 | $38.2M |
| Alliance Wealth Advisors, LLC | 7.99% | Add +65.0% | 248,838 | $36.9M |
| Human Investing LLC | 5.35% | Add +0.6% | 247,921 | $36.7M |
| Sanctuary Advisors, LLC | 0.20% | Add +1.6% | 247,703 | $36.7M |
| Crews Bank & Trust | 5.29% | Reduce -0.7% | 246,335 | $36.5M |
| Focus Financial Network, Inc. | 1.27% | Add +2.9% | 239,077 | $35.4M |
| Arkadios Wealth Advisors | 0.59% | Add +16.4% | 238,986 | $35.4M |
| Fifth Third Bancorp | 0.06% | Add +1198.6% | 236,843 | $35.1M |
| Integrated Wealth Concepts LLC | 0.27% | Add +31.4% | 232,282 | $34.4M |
| US Bancorp \de | 0.04% | Add +9.4% | 228,477 | $33.8M |
| Forum Private Client Group LLC | 11.15% | Add +1.8% | 225,753 | $33.4M |
| Wolff Financial Management LLC | 7.33% | Add +1.7% | 224,100 | $33.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +428.3% | 223,273 | $33.1M |
| WASHINGTON TRUST Co | 1.12% | Add +2.2% | 223,260 | $33.1M |
| Venture Visionary Partners LLC | 1.10% | Add +1.1% | 223,217 | $33.1M |
| Dagco, Inc. | 6.99% | Add +3.0% | 217,792 | $32.3M |
| Old National Bancorp | 0.54% | Reduce -1.4% | 217,294 | $32.2M |
| Regions Financial Corp. | 0.21% | Reduce -0.5% | 214,837 | $31.8M |
| Berkeley Capital Partners, LLC | 7.34% | Add +0.2% | 213,802 | $31.7M |
| Focused Wealth Management, Inc | 3.30% | Add +0.3% | 212,958 | $31.5M |
| GSG Advisors LLC | 8.19% | Add +0.5% | 212,775 | $31.5M |
| Opus Capital Group, LLC | 3.38% | Add +0.7% | 212,349 | $31.4M |
| Roble, Belko & Company, Inc | 3.99% | Reduce -0.8% | 211,759 | $31.4M |
| Asset Allocation & Management Company, LLC | 11.69% | Add +105.1% | 211,254 | $31.3M |
| Bank of Hawaii | 1.63% | Reduce -0.4% | 210,758 | $31.2M |
| DeDora Capital, Inc. | 7.63% | Reduce -1.9% | 210,147 | $31.1M |
| Charter Capital Management, LLC\DE | 15.27% | Add +2.2% | 205,856 | $30.5M |
| Southern Farm Bureau Life Insurance | 3.13% | No change | 200,033 | $29.6M |
| Rebalance, LLC | 1.71% | Add +3.9% | 199,088 | $29.5M |
| Conservest Capital Advisors, Inc. | 2.66% | Reduce -13.9% | 198,052 | $29.3M |
| Mutual Advisors, LLC | 0.63% | Add +0.5% | 198,049 | $29.3M |
| Quantinno Capital Management LP | 0.05% | Add +6.1% | 198,037 | $29.3M |
| &partners | 0.14% | Add +1.7% | 197,241 | $29.2M |
| Clearstead Advisors, LLC | 0.27% | Add +31.8% | 195,769 | $29.0M |
| Retiremitten Financial LLC | 13.70% | — | 191,212 | $28.3M |
| Pacific Capital Wealth Advisors, Inc. | 4.72% | Reduce -0.8% | 189,823 | $28.1M |
| Investment Advisory Group, LLC | 7.07% | Add +1.0% | 187,912 | $27.8M |
| Blair William & Co. | 0.08% | Add +14.5% | 184,699 | $27.4M |
| First Manhattan Co. Llc. | 0.08% | Add +1.2% | 184,342 | $27.3M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3.64% | Reduce -0.8% | 182,505 | $27.0M |
| Pinnacle Financial Partners, Inc. | 0.21% | Add +3.7% | 181,131 | $26.8M |
| Graves Light Lenhart Wealth, Inc. | 2.79% | Add +0.0% | 181,034 | $26.8M |
| Steele Capital Management, Inc. | 1.11% | Add +32.0% | 180,206 | $26.7M |
| Buska Wealth Management, LLC | 10.65% | Reduce -9.4% | 179,036 | $26.5M |
| Quaker Wealth Management, LLC | 8.24% | Add +4.4% | 178,093 | $26.4M |
| Beacon Financial Group | 2.60% | Reduce -12.8% | 175,685 | $26.0M |
| LBMC Investment Advisors, LLC | 1.58% | Add +1.1% | 175,457 | $26.0M |
| Avion Wealth | 5.35% | Add +1.8% | 174,887 | $25.9M |
| Essex Financial Services, Inc. | 1.43% | Add +0.6% | 171,583 | $25.4M |
| IFP Advisors, Inc | 0.52% | Reduce -2.4% | 169,422 | $25.1M |
| Farther Finance Advisors, LLC | 0.23% | Add +323.7% | 167,178 | $24.7M |
| Northern Trust Corp. | 0.00% | Add +1.9% | 166,426 | $24.6M |
| Oak Harvest Investment Services | 2.57% | Reduce -9.2% | 166,381 | $24.6M |
| Allen Investment Management, LLC | 0.30% | Add +61.3% | 164,208 | $24.3M |
| Piedmont Capital Management, LLC | 12.36% | Reduce -0.3% | 163,823 | $24.3M |
| Annandale Capital, LLC | 3.99% | Reduce -2.7% | 163,987 | $24.3M |
| Concurrent Investment Advisors, LLC | 0.26% | Reduce -9.5% | 163,633 | $24.2M |
| Montis Financial, LLC | 4.99% | Reduce -4.8% | 163,039 | $24.1M |
| Westside Investment Management, Inc. | 3.68% | Add +4.0% | 162,017 | $24.0M |
| Measured Wealth Private Client Group, LLC | 6.53% | Reduce -4.3% | 161,375 | $23.9M |
| Money Concepts Capital Corp. | 1.29% | Add +2.9% | 157,470 | $23.3M |
| Bank of New York Mellon Corp | 0.00% | Add +7.5% | 155,660 | $23.1M |
| Wealth Dimensions Group, Ltd. | 4.52% | Add +0.8% | 155,197 | $23.0M |
| First Hawaiian Bank | 3.21% | Reduce -7.0% | 155,078 | $23.0M |
| Decker Wealth Management LLC | 5.08% | Add +2.7% | 151,032 | $22.4M |
| Wellington Management Group LLP | 0.00% | Add +318.1% | 149,535 | $22.1M |
| Ballast, Inc. | 5.12% | Add +3.1% | 149,339 | $22.1M |
| Summit Financial, LLC | 0.28% | Add +19.8% | 147,764 | $21.9M |
| Rockefeller Capital Management L.P. | 0.04% | Add +2.4% | 145,206 | $21.5M |
| Financial Perspectives, Inc | 6.00% | Add +0.6% | 145,107 | $21.5M |
| Exencial Wealth Advisors, LLC | 0.67% | Reduce -0.2% | 145,060 | $21.5M |
| Cresset Asset Management, LLC | 0.09% | Add +22.2% | 139,297 | $20.6M |
| Natixis Advisors, LLC | 0.03% | Add +6.5% | 139,085 | $20.6M |
| Northside Capital Management, LLC | 1.80% | No change | 138,090 | $20.5M |
| Novem Group | 2.34% | Add +1055.4% | 137,293 | $20.3M |
| Bessemer Group Inc. | 0.03% | Add +1.2% | 136,981 | $20.3M |
| Wealthspire Advisors, LLC | 0.16% | Add +3.7% | 136,948 | $20.3M |
| PFG Advisors | 0.99% | Add +6.7% | 136,721 | $20.2M |
| Performance Wealth Partners, LLC | 0.59% | Reduce -0.2% | 136,372 | $20.2M |
| First National Trust Co | 0.69% | Reduce -8.9% | 135,891 | $20.1M |
| Cary Street Partners Financial LLC | 0.50% | Reduce -0.9% | 135,661 | $20.1M |
| Baker Ellis Asset Management LLC | 2.36% | Reduce -0.6% | 134,484 | $19.9M |
| Independent Advisor Alliance | 0.21% | Add +428.9% | 133,757 | $19.8M |
| Nations Financial Group Inc, /Ia/ | 1.00% | Reduce -4.5% | 131,649 | $19.5M |
| Salomon & Ludwin, LLC | 1.74% | Reduce -1.2% | 131,531 | $19.5M |
| Penserra Capital Management LLC | 0.23% | Add +9.3% | 130,497 | $19.3M |
| AdvisorNet Financial, Inc | 1.00% | Reduce -8.2% | 130,154 | $19.3M |
| Procyon Advisors, LLC | 0.93% | Add +10.3% | 128,075 | $19.0M |
| Avior Wealth Management, LLC | 0.53% | Reduce -9.6% | 125,305 | $18.6M |
| Elevation Point Wealth Partners, LLC | 0.44% | New | 124,693 | $18.5M |
| Brookstone Capital Management | 0.21% | Add +28.3% | 124,575 | $18.4M |
| Tepp RIA, LLC | 14.40% | Add +14.0% | 124,149 | $18.4M |
| Trustmark Bank Trust Department | 1.18% | Reduce -0.0% | 124,006 | $18.4M |
| Angeles Wealth Management, LLC | 0.99% | No change | 123,124 | $18.2M |
| Gateway Wealth Partners, LLC | 0.71% | Add +959.5% | 122,539 | $18.1M |
| Bryn Mawr Trust Advisors, LLC | 0.88% | Reduce -13.6% | 122,179 | $18.1M |
| Iron Gate Global Advisors LLC | 1.91% | Add +8.0% | 122,013 | $18.1M |
| Arkos Global Advisors | 2.27% | Add +1.3% | 121,968 | $18.1M |
| AF Advisors, Inc. | 9.73% | No change | 118,864 | $17.6M |
| Unison Advisors LLC | 1.33% | Add +0.0% | 118,758 | $17.6M |
| Certified Advisory Corp | 1.56% | Add +0.3% | 117,763 | $17.4M |
| Mittelman Wealth Management | 10.86% | Reduce -2.5% | 117,650 | $17.4M |
| Reality Financial Planning Services, LLC | 16.81% | Reduce -0.3% | 117,640 | $17.4M |
| Hardy Reed LLC | 1.27% | Reduce -2.7% | 117,628 | $17.4M |
| Juno Financial Group LLC | 6.82% | Add +2.4% | 117,434 | $17.4M |
| Bernardo Wealth Planning LLC | 3.36% | Add +19.4% | 116,018 | $17.2M |
| Transcend Capital Advisors, LLC | 1.38% | Reduce -1.9% | 115,669 | $17.1M |
| Principle Wealth Partners LLC | 0.96% | Reduce -4.5% | 113,556 | $16.8M |
| Paragon Financial Partners, Inc. | 9.52% | Add +3.3% | 109,477 | $16.8M |
| Howard Wealth Management, LLC | 7.02% | Add +0.7% | 112,660 | $16.7M |
| MAI Capital Management | 0.09% | Add +0.6% | 109,257 | $16.2M |
| Kingsview Wealth Management, LLC | 0.22% | Add +8.4% | 108,356 | $16.0M |
| EP Wealth Advisors, LLC | 0.08% | Reduce -7.9% | 108,296 | $16.0M |
| Rollins Financial Advisors, LLC | 2.52% | Add +7.9% | 107,802 | $16.0M |
| Aptus Capital Advisors, LLC | 0.13% | Reduce -0.1% | 107,116 | $15.9M |
| BlackRock, Inc. | 0.00% | Add +17.8% | 105,602 | $15.6M |
| SWAN Capital LLC | 5.74% | Add +21.6% | 105,343 | $15.6M |
| Seneca Financial Advisors LLC | 4.54% | Add +2.8% | 104,703 | $15.5M |
| CENTRAL TRUST Co | 0.30% | Reduce -7.9% | 104,591 | $15.5M |
| Howe & Rusling Inc. | 1.01% | Reduce -29.4% | 104,213 | $15.4M |
| Matrix Asset Advisors Inc. | 1.41% | Add +5.6% | 104,118 | $15.4M |
| High Net Worth Advisory Group LLC | 3.59% | Add +1.1% | 104,004 | $15.4M |
| Patriot Investment Management Group, Inc. | 0.98% | Reduce -1.8% | 103,642 | $15.3M |
| Stonebridge Capital Advisors LLC | 1.07% | Add +0.7% | 102,764 | $15.2M |
| Causey Wealth LLC | 6.45% | Add +1.6% | 102,576 | $15.2M |
| Headinvest, LLC | 3.11% | Add +0.4% | 102,373 | $15.2M |
| GW Henssler & Associates Ltd. | 0.71% | Add +4.7% | 102,033 | $15.1M |
| VSM Wealth Advisory, LLC | 4.48% | Add +0.1% | 101,379 | $15.0M |
| First Horizon Corp. | 0.62% | Reduce -16.7% | 100,573 | $14.9M |
| Harbour Investments, Inc. | 0.23% | Add +54.1% | 100,459 | $14.9M |
| Capital Advisors Wealth Management, LLC | 2.00% | Add +1.9% | 100,404 | $14.9M |
| Asset Allocation Strategies LLC | 2.58% | Add +4.0% | 97,919 | $14.5M |
| Peapack Gladstone Financial Corp. | 0.19% | Reduce -0.8% | 97,674 | $14.5M |
| Pointe Capital Management LLC | 7.15% | Reduce -0.9% | 97,516 | $14.4M |
| Brown Advisory Inc. | 0.02% | Reduce -2.0% | 97,193 | $14.4M |
| Arthur M. Cohen & Associates, LLC | 2.55% | Reduce -0.1% | 97,002 | $14.4M |
| United Capital Financial Advisors, LLC | 0.09% | Add +5.7% | 96,652 | $14.3M |
| Accretive Wealth Partners, LLC | 4.04% | Add +8.7% | 96,476 | $14.3M |
| SlateStone Wealth, LLC | 1.16% | Reduce -2.8% | 94,834 | $14.0M |
| Ironwood Wealth Management, Inc. | 6.29% | Reduce -1.0% | 91,873 | $14.0M |
| Curran Financial Partners, LLC | 2.51% | Add +86.1% | 94,578 | $14.0M |
| Flagship Wealth Advisors, LLC | 5.99% | Reduce -14.9% | 104,584 | $13.9M |
| Pinnacle Financial Group, LLC / IL | 3.82% | Add +6.4% | 94,078 | $13.9M |
| Private Advisory Group LLC | 0.97% | Reduce -7.1% | 93,691 | $13.9M |
| Park Avenue Securities LLC | 0.11% | Reduce -22.8% | 93,169 | $13.8M |
| Global Wealth Management Investment Advisory, Inc. | 2.16% | Reduce -5.3% | 93,008 | $13.8M |
| PFG Private Wealth Management, LLC | 5.79% | Add +36.8% | 92,205 | $13.7M |
| Cherry Tree Wealth Management, LLC | 2.86% | Reduce -0.8% | 91,306 | $13.5M |
| Ieq Capital, LLC | 0.06% | Reduce -7.5% | 91,088 | $13.5M |
| Gross & Hartman Investments LLC | 6.94% | Add +10.5% | 90,185 | $13.4M |
| Grandview Asset Management LLC | 3.86% | Reduce -4.4% | 88,704 | $13.2M |
| Raab & Moskowitz Asset Management LLC | 2.92% | Add +9.4% | 88,643 | $13.1M |
| West Bancorporation Inc. | 6.54% | Add +19.4% | 88,546 | $13.1M |
| HB Wealth Management, LLC | 0.08% | Reduce -7.4% | 87,951 | $13.0M |
| Nwam LLC | 0.75% | Reduce -0.5% | 87,793 | $13.0M |
| truNorth Financial Services, Inc. | 13.42% | Add +2.6% | 87,598 | $13.0M |
| Stokes Family Office, LLC | 1.33% | Reduce -0.8% | 86,816 | $12.9M |
| O'shaughnessy Asset Management, LLC | 0.06% | Add +28.7% | 86,095 | $12.8M |
| Stephens Inc. | 0.16% | Add +0.3% | 85,895 | $12.7M |
| CreativeOne Wealth, LLC | 0.29% | Reduce -8.8% | 85,725 | $12.7M |
| Elevation Advisory Partners LLC | 11.79% | — | 84,976 | $12.6M |
| Strategic Family Wealth Counselors, L.L.C. | 3.30% | Add +1.1% | 84,688 | $12.5M |
| Integrated Advisors Network LLC | 0.64% | Reduce -21.1% | 82,719 | $12.3M |
| Octavia Wealth Advisors, LLC | 1.17% | Add +2.6% | 82,336 | $12.2M |
| Renaissance Technologies | 0.02% | Add +150.0% | 81,500 | $12.1M |
| Sterling Financial Planning, Inc. | 3.58% | Add +3.0% | 81,419 | $12.1M |
| Francis Financial, Inc. | 2.24% | Reduce -24.8% | 81,308 | $12.0M |
| Forvis Mazars Wealth Advisors, LLC | 0.23% | Reduce -1.2% | 81,137 | $12.0M |
| Evermay Wealth Management LLC | 1.32% | Reduce -2.6% | 80,623 | $11.9M |
| Fiduciary Trust Co | 0.14% | Add +1.0% | 80,547 | $11.9M |
| Crescent Grove Advisors, LLC | 1.18% | Reduce -0.4% | 80,547 | $11.9M |
| Milestone Investment Advisors LLC | 2.88% | Add +6.7% | 80,425 | $11.9M |
| Romano Brothers and Company | 1.35% | Add +1.3% | 79,988 | $11.8M |
| Spreng Capital Management, Inc. | 5.58% | Add +18.5% | 79,953 | $11.8M |
| Linscomb Wealth, Inc. | 0.53% | Reduce -0.9% | 79,907 | $11.8M |
| Park National Corp. | 0.36% | Add +959.1% | 79,793 | $11.8M |
| World Investment Advisors | 0.19% | Reduce -5.7% | 79,740 | $11.8M |
| Vestmark Advisory Solutions, Inc. | 0.13% | Add +2.2% | 79,689 | $11.8M |
| Pps&v Asset Management Consultants, Inc. | 7.19% | Add +0.7% | 79,492 | $11.8M |
| Kropog Financial Group, LLC | 9.43% | Add +2.3% | 78,367 | $11.6M |
| Citigroup Inc. | 0.01% | Add +17.9% | 78,136 | $11.6M |
| Axxcess Wealth Management, LLC | 0.37% | Add +1.1% | 77,423 | $11.5M |
| Beacon Bank & Trust | 2.35% | New | 77,292 | $11.4M |
| Summit Wealth Partners, LLC | 1.79% | Reduce -1.7% | 76,495 | $11.3M |
| AMG National Trust Bank | 0.25% | Add +3.5% | 76,449 | $11.3M |
| EPG Wealth Management LLC | 3.05% | Add +1.2% | 75,998 | $11.3M |
| Stillwater Capital Advisors, LLC | 1.28% | Add +4.6% | 75,742 | $11.2M |
| Capstone Wealth Management Group, LLC | 4.69% | Reduce -6.2% | 75,650 | $11.2M |
| Thrivent Financial for Lutherans | 0.02% | Add +0.8% | 74,930 | $11.1M |
| Flagship Harbor Advisors, LLC | 0.48% | Add +0.6% | 74,438 | $11.0M |
| Yarger Wealth Strategies, LLC | 4.46% | Add +2.6% | 74,248 | $11.0M |
| Geneos Wealth Management Inc. | 0.26% | Add +10.9% | 74,233 | $11.0M |
| Western Pacific Wealth Management, LP | 11.17% | Add +0.3% | 74,156 | $11.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.19% | Reduce -0.8% | 73,375 | $10.9M |
| Keudell/Morrison Wealth Management | 2.21% | Reduce -1.9% | 73,085 | $10.8M |
| Atlas Legacy Advisors, LLC | 1.97% | Add +2.9% | 72,813 | $10.8M |
| Granite FO LLC | 6.35% | Reduce -3.9% | 72,511 | $10.7M |
| Robertson Stephens Wealth Management, LLC | 0.30% | Reduce -2.8% | 72,420 | $10.7M |
| Associated Banc-Corp | 0.28% | Add +0.1% | 72,404 | $10.7M |
| MCF Advisors LLC | 0.47% | Add +468.5% | 72,337 | $10.7M |
| Deutsche Bank AG | 0.00% | Reduce -3.0% | 72,148 | $10.7M |
| Independent Financial Group, LLC | 0.24% | Add +8.0% | 72,110 | $10.7M |
| Cwm, LLC | 0.03% | Add +0.7% | 71,937 | $10.7M |
| Pettinga Financial Advisors LLC | 2.00% | Add +4.2% | 71,827 | $10.6M |
| Burns J W & Co. Inc. | 1.21% | Add +20.2% | 71,472 | $10.6M |
| Evergreen Wealth Management, LLC | 5.44% | Add +0.5% | 71,180 | $10.5M |
| CoreCap Advisors, LLC | 0.36% | Add +12.7% | 70,786 | $10.5M |
| TBH Global Asset Management, LLC | 2.10% | New | 70,433 | $10.4M |
| Johnson Financial Group, Inc. | 0.38% | Reduce -1.6% | 70,377 | $10.4M |
| CIBC Bancorp USA Inc. | 0.01% | — | 69,205 | $10.2M |
| Sonata Capital Group Inc. | 3.78% | Add +0.2% | 69,125 | $10.2M |
| Arax Advisory Partners | 0.28% | Add +3.0% | 67,559 | $10.0M |
| Montz Harcus Wealth Management LLC | 4.01% | Add +1.7% | 67,045 | $9.9M |
| IFG Advisors, LLC | 1.61% | New | 66,512 | $9.9M |
| Woodmont Investment Counsel LLC | 0.60% | Reduce -1.8% | 66,178 | $9.8M |
| Goldstone Financial Group, LLC | 1.06% | Reduce -2.6% | 65,888 | $9.8M |
| Voya Financial Advisors, Inc. | 0.97% | Add +29.6% | 66,829 | $9.7M |
| Daybright Advisory Services, Inc. | 2.69% | Reduce -1.4% | 65,731 | $9.7M |
| City State Bank | 2.52% | Add +6.2% | 65,573 | $9.7M |
| First National Bank of Omaha | 0.30% | Reduce -3.2% | 66,532 | $9.7M |
| Laurel Oak Wealth Management, LLC | 1.62% | Reduce -8.1% | 65,036 | $9.6M |
| Childress Capital Advisors, LLC | 1.74% | Add +27.9% | 65,031 | $9.6M |
| HBW Advisory Services LLC | 1.01% | Reduce -3.2% | 64,857 | $9.6M |
| Leelyn Smith, LLC | 1.34% | Add +2.8% | 64,699 | $9.6M |
| Sage Financial Management Group, Inc. | 2.94% | Reduce -0.5% | 64,626 | $9.6M |
| Baron Silver Stevens Financial Advisors, LLC | 1.38% | Reduce -1.5% | 64,370 | $9.5M |
| Capital Analysts, LLC | 0.25% | Reduce -6.2% | 64,175 | $9.5M |
| Silverlake Wealth Management LLC | 1.99% | Reduce -0.5% | 63,819 | $9.5M |
| ETF Portfolio Partners, Inc. | 2.48% | Add +3.6% | 63,771 | $9.4M |
| Simplicity Wealth,LLC | 0.53% | Add +4.3% | 63,633 | $9.4M |
| Gleason Group, Inc. | 0.93% | Add +0.6% | 63,323 | $9.4M |
| AA Financial Advisors, LLC | 1.31% | Reduce -6.3% | 63,029 | $9.3M |
| Ameritas Advisory Services, LLC | 0.36% | Reduce -4.3% | 62,595 | $9.3M |
| Paradigm Capital Management, LLC | 8.56% | Add +1.2% | 62,420 | $9.2M |
| Investors Research Corp | 1.76% | Add +5.0% | 62,358 | $9.2M |
| Employees' Retirement Fund of the City of Fort Worth | 4.00% | No change | 62,303 | $9.2M |
| Adirondack Capital Advisors, LLC | 5.93% | Add +12.2% | 62,297 | $9.2M |
| XML Financial, LLC | 0.74% | Add +2.9% | 62,172 | $9.2M |
| Tilson Financial Group, Inc. | 2.76% | Add +0.4% | 62,109 | $9.2M |
| Safe Harbor Family Capital, LLC | 7.19% | Add +15.0% | 62,073 | $9.2M |
| Three Bearings Fiduciary Advisors, Inc. | 8.86% | Reduce -0.4% | 61,856 | $9.2M |
| Chelsea Counsel Co. | 4.06% | No change | 61,650 | $9.1M |
| RDA Financial Network | 2.28% | Add +2.2% | 61,506 | $9.1M |
| Evergreen Capital Management LLC | 0.20% | Reduce -4.4% | 61,276 | $9.1M |
| Avantax Planning Partners, Inc. | 0.25% | Reduce -13.1% | 61,065 | $9.0M |
| 180 Wealth Advisors, LLC | 1.03% | Reduce -1.3% | 60,934 | $9.0M |
| ArborFi Advisors, LLC | 7.36% | Reduce -0.3% | 60,898 | $9.0M |
| Creative Financial Designs Inc. | 0.55% | Add +1.4% | 60,791 | $9.0M |
| Sound View Wealth Advisors Group, LLC | 0.61% | Reduce -1.3% | 60,702 | $9.0M |
| Penney Financial, LLC | 3.45% | Reduce -0.2% | 60,660 | $9.0M |
| Kestra Private Wealth Services, LLC | 0.11% | Add +2.2% | 60,454 | $9.0M |
| Lebenthal Global Advisors, LLC | 1.30% | Add +87.7% | 60,252 | $8.9M |
| Bay Capital Advisors, LLC | 5.49% | Add +7.6% | 60,117 | $8.9M |
| Principal Securities, Inc. | 0.13% | Reduce -1.6% | 59,993 | $8.9M |
| Eagle Strategies LLC | 1.06% | Add +90.0% | 59,923 | $8.9M |
| Vision Retirement, LLC | 2.52% | Add +1.2% | 59,826 | $8.9M |
| Tyche Wealth Partners LLC | 1.36% | Add +8.4% | 59,702 | $8.8M |
| CVA Family Office, LLC | 0.93% | Add +9.0% | 59,390 | $8.8M |
| Apeiron RIA LLC | 2.03% | Reduce -2.8% | 59,101 | $8.8M |
| Western Wealth Management, LLC | 0.33% | Add +53.4% | 58,975 | $8.7M |
| Financially in Tune, LLC | 7.49% | Add +4.9% | 58,813 | $8.7M |
| Quest Investment Management LLC | 1.01% | Reduce -3.0% | 58,308 | $8.6M |
| Covington Investment Advisors Inc. | 1.27% | Add +4.4% | 58,249 | $8.6M |
| Davidson Investment Advisors | 0.37% | Reduce -0.2% | 58,029 | $8.6M |
| Level Four Advisory Services, LLC | 0.28% | Add +3.1% | 57,998 | $8.6M |
| Wealthcare Capital Partners, LLC | 4.01% | Add +16.8% | 57,835 | $8.6M |
| Evanson Asset Management, LLC | 0.46% | Add +0.4% | 57,833 | $8.6M |
| WealthBridge Capital Management, LLC | 1.97% | Add +1.8% | 57,656 | $8.5M |
| Williams Jones Wealth Management, LLC. | 0.10% | Add +6.9% | 57,391 | $8.5M |
| Advisory Services Network, LLC | 0.11% | Reduce -12.7% | 57,237 | $8.5M |
| Ranch Capital Advisors Inc. | 3.08% | Add +3.0% | 56,975 | $8.4M |
| Focus Partners Advisor Solutions, LLC | 0.08% | Reduce -15.2% | 55,615 | $8.2M |
| Sigma Investment Counselors Inc. | 0.43% | Reduce -7.6% | 55,527 | $8.2M |
| Verity & Verity, LLC | 0.61% | Add +1.8% | 55,383 | $8.2M |
| Beacon Advisors Holdings, LLC | 4.38% | Add +0.1% | 55,238 | $8.2M |
| Kingswood Wealth Advisors, LLC | 0.38% | Add +6.5% | 54,752 | $8.1M |
| Drucker Wealth 3.0, LLC | 1.41% | Reduce -1.2% | 54,491 | $8.1M |
| Gotham Asset Management | 0.02% | Add +31.2% | 54,486 | $8.1M |
| Talisman Wealth Advisors LLC | 6.49% | Add +2.0% | 54,377 | $8.1M |
| Tide Cove Capital Partners LLC | 5.43% | Reduce -20.4% | 51,610 | $8.0M |
| Dorsey & Whitney Trust CO LLC | 0.44% | Reduce -0.1% | 53,515 | $7.9M |
| Jmac Enterprises LLC | 1.52% | Add +1.6% | 53,457 | $7.9M |
| Vanguard National Trust Co | 0.50% | — | 53,255 | $7.9M |
| OneAscent Financial Services LLC | 0.42% | Add +694.0% | 52,866 | $7.8M |
| Modera Wealth Management, LLC | 0.09% | Reduce -1.3% | 52,752 | $7.8M |
| JFS Wealth Advisors, LLC | 0.43% | Reduce -7.5% | 52,324 | $7.7M |
| Guardian Financial Partners, LLC | 3.27% | Reduce -8.5% | 52,285 | $7.7M |
| Sherman Wealth Management LLC | 6.61% | Reduce -2.9% | 51,985 | $7.7M |
| Quadcap Wealth Management, LLC | 0.88% | Reduce -4.3% | 51,876 | $7.7M |
| Sage Rhino Capital LLC | 1.44% | Reduce -1.3% | 51,859 | $7.7M |
| Sequoia Financial Advisors, LLC | 0.04% | Reduce -11.8% | 51,543 | $7.6M |
| AssuredPartners Investment Advisors, LLC | 0.82% | Add +238.3% | 50,800 | $7.6M |
| Midwest Trust Co | 0.09% | Reduce -47.6% | 50,745 | $7.5M |
| Integrity Alliance, Llc. | 0.29% | Reduce -27.7% | 50,667 | $7.5M |
| Aspire Capital Advisors LLC | 1.69% | Add +22.8% | 50,530 | $7.5M |
| Fiduciary Group, LLC | 0.64% | Add +7.2% | 50,236 | $7.4M |
| MSH Capital Advisors LLC | 1.57% | Add +4.2% | 50,165 | $7.4M |
| Benjamin Edwards Inc. | 0.07% | Add +2.7% | 49,679 | $7.4M |
| Croban | 3.44% | Add +6.8% | 49,433 | $7.3M |
| Founders Grove Wealth Partners, LLC | 1.66% | Reduce -3.5% | 49,215 | $7.3M |
| Destiny Wealth Partners, LLC | 0.79% | Reduce -0.0% | 48,896 | $7.2M |
| Cascade Financial Partners, LLC | 0.74% | Reduce -1.7% | 48,650 | $7.2M |
| IHT Wealth Management, LLC | 0.17% | Add +23.0% | 48,615 | $7.2M |
| Rooted Wealth Advisors, Inc. | 1.90% | Reduce -1.0% | 46,394 | $7.2M |
| Whittier Trust Co. | 0.08% | Reduce -5.2% | 48,316 | $7.2M |
| Biltmore Family Office, LLC | 1.00% | Add +5.3% | 48,446 | $7.2M |
| Atria Investments, Inc | 0.08% | Reduce -2.2% | 48,146 | $7.1M |
| Prime Capital Investment Advisors, LLC | 0.08% | Reduce -2.5% | 47,794 | $7.1M |
| Wealthspan Partners, LLC | 2.48% | Add +4.4% | 47,543 | $7.0M |
| Global Strategic Investment Solutions, LLC | 0.69% | Reduce -7.2% | 47,200 | $7.0M |
| Wealth Care LLC | 6.21% | — | 47,200 | $7.0M |
| Darrow Company, Inc. | 3.11% | Reduce -2.6% | 46,623 | $6.9M |
| Tritonpoint Wealth, LLC | 0.74% | Add +1.7% | 46,554 | $6.9M |
| Vise Technologies, Inc. | 0.14% | No change | 48,002 | $6.9M |
| Patriot Financial Group Insurance Agency, LLC | 0.39% | Add +132.7% | 46,432 | $6.9M |
| OneDigital Investment Advisors LLC | 0.07% | Add +19.8% | 45,944 | $6.8M |
| Sovereign Financial Group, Inc. | 1.18% | Reduce -2.2% | 45,920 | $6.8M |
| WealthPLAN Partners, LLC | 1.31% | Add +1.9% | 45,843 | $6.8M |
| Embree Financial Group | 0.80% | Reduce -1.3% | 45,822 | $6.8M |
| Telos Capital Management, Inc. | 0.65% | Add +3.8% | 45,783 | $6.8M |
| Foundations Investment Advisors, LLC | 0.08% | Reduce -6.9% | 45,728 | $6.8M |
| Brown Brothers Harriman & Co. | 0.04% | Add +6.6% | 45,400 | $6.7M |
| Wealth Management Associates, Inc. | 2.32% | Add +5.0% | 45,322 | $6.7M |
| Mission Wealth Management, LP | 0.14% | Reduce -8.8% | 45,243 | $6.7M |
| Cypress Wealth Services, LLC | 0.95% | Reduce -1.6% | 45,221 | $6.7M |
| Arcataur Capital Management LLC | 1.83% | Add +8.3% | 44,402 | $6.6M |
| Allen Capital Group, LLC | 0.59% | Add +0.7% | 44,354 | $6.6M |
| MidAtlantic Capital Management, Inc. | 4.48% | Reduce -0.1% | 43,829 | $6.5M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Reduce -45.5% | 43,591 | $6.5M |
| Manning & Napier Advisors LLC | 0.09% | Add +1.6% | 43,558 | $6.5M |
| First PREMIER Bank | 1.48% | Reduce -2.0% | 43,253 | $6.4M |
| FFG Retirement Advisors LLC | 3.70% | Reduce -7.4% | 42,927 | $6.4M |
| AE Wealth Management LLC | 0.03% | Reduce -80.0% | 42,819 | $6.3M |
| waypoint wealth counsel | 3.27% | Reduce -46.8% | 42,757 | $6.3M |
| Caprock Group, LLC | 0.15% | Reduce -6.7% | 42,725 | $6.3M |
| Wilmington Savings Fund Society, FSB | 0.15% | Add +3.2% | 42,034 | $6.2M |
| Dumont & Blake Investment Advisors LLC | 1.55% | Reduce -2.0% | 41,954 | $6.2M |
| Chaney Capital Management, Inc. | 2.18% | Reduce -6.5% | 41,721 | $6.2M |
| Onyx Bridge Wealth Group LLC | 0.66% | Add +7.1% | 41,636 | $6.2M |
| Strategic Advisors LLC | 1.02% | Add +25.6% | 41,552 | $6.2M |
| Hofer & Associates. Inc | 3.30% | Add +1.0% | 41,503 | $6.1M |
| PFG Investments, LLC | 0.29% | Reduce -3.7% | 41,489 | $6.1M |
| NORTHSTAR ASSET MANAGEMENT Co | 1.38% | Add +7.5% | 41,365 | $6.1M |
| Flywheel Private Wealth LLC | 3.49% | Reduce -0.0% | 41,351 | $6.1M |
| Independence Bank of Kentucky | 0.77% | Reduce -0.1% | 41,227 | $6.1M |
| Parallel Advisors, LLC | 0.11% | Add +0.9% | 41,226 | $6.1M |
| Oxler Private Wealth LLC | 1.91% | Reduce -3.1% | 41,218 | $6.1M |
| Vanguard Advisers Inc. | 0.02% | — | 41,142 | $6.1M |
| Apollon Wealth Management, LLC | 0.10% | Add +4.4% | 41,004 | $6.1M |
| Gallagher Capital Advisors, LLC | 4.06% | Add +1.8% | 40,724 | $6.0M |
| EverSource Wealth Advisors, LLC | 0.18% | Reduce -15.1% | 40,662 | $6.0M |
| Diversify Wealth Management, LLC | 0.11% | Add +24.5% | 38,966 | $6.0M |
| Dickmeyer Boyce Financial Management, Inc. | 3.53% | — | 40,530 | $6.0M |
| Dynamic Advisor Solutions LLC | 0.19% | Add +0.8% | 40,382 | $6.0M |
| Trinity Financial Advisors LLC | 1.70% | Reduce -1.2% | 40,291 | $6.0M |
| Wealthspire Retirement, LLC | 0.36% | Add +26.4% | 40,103 | $5.9M |
| Clear Harbor Asset Management, LLC | 0.41% | Reduce -2.8% | 39,841 | $5.9M |
| Rosenberg Matthew Hamilton | 1.20% | Reduce -1.0% | 39,572 | $5.9M |
| Busey Bank | 0.16% | Reduce -15.1% | 39,545 | $5.9M |
| Union Savings Bank | 2.55% | Reduce -2.1% | 39,294 | $5.8M |
| Accel Wealth Management | 1.51% | Reduce -0.2% | 39,162 | $5.8M |
| McGlone Suttner Wealth Management, Inc. | 0.77% | Add +0.4% | 39,029 | $5.8M |
| StoneX Group Inc. | 0.31% | Reduce -45.0% | 39,026 | $5.8M |
| Choreo, LLC | 0.07% | Add +1.8% | 38,837 | $5.8M |
| Breakwater Investment Management | 2.13% | Reduce -2.0% | 38,648 | $5.7M |
| Sweeney & Michel, LLC | 1.68% | Add +0.3% | 37,330 | $5.7M |
| Composition Wealth, LLC | 0.08% | Add +3.9% | 38,590 | $5.7M |
| BIP Wealth, LLC | 0.23% | Reduce -15.5% | 38,520 | $5.7M |
| Bridgewealth Advisory Group, LLC | 1.17% | Reduce -0.7% | 38,168 | $5.7M |
| CoreFirst Bank & Trust | 2.99% | Reduce -2.4% | 38,093 | $5.6M |
| Means Investment Co., Inc. | 0.49% | Reduce -2.6% | 37,559 | $5.6M |
| Seneca House Advisors | 2.21% | Add +1.3% | 37,484 | $5.6M |
| Blackston Financial Advisory Group, LLC | 3.48% | Reduce -2.3% | 37,475 | $5.5M |
| Capital Investment Advisory Services, LLC | 0.40% | Add +5.9% | 37,326 | $5.5M |
| Charter Oak Capital Management, LLC | 0.43% | Add +54.3% | 37,278 | $5.5M |
| URS Advisory LLC | 4.01% | Add +59.8% | 37,006 | $5.5M |
| Cannon Wealth Management Services, LLC | 3.70% | Add +4.8% | 36,976 | $5.5M |
| Oxinas Partners, LLC | 2.48% | Add +21.6% | 36,696 | $5.4M |
| Parkside Financial Bank & Trust | 0.42% | Add +1.9% | 36,547 | $5.4M |
| Walter & Keenan Wealth Management LLC /in/ | 1.52% | Reduce -6.6% | 36,489 | $5.4M |
| Parsons Capital Management Inc. | 0.25% | Add +4.7% | 36,291 | $5.4M |
| Rehmann Capital Advisory Group | 0.27% | Add +7.6% | 35,533 | $5.3M |
| Investor's Fiduciary Advisor Network, LLC | 1.61% | Reduce -1.7% | 35,518 | $5.3M |
| Pacific Center for Financial Services | 1.32% | Add +0.9% | 35,262 | $5.2M |
| Meridian Wealth Management, LLC | 0.19% | Add +9.6% | 35,185 | $5.2M |
| RFG Advisory, LLC | 0.10% | Add +9.4% | 35,157 | $5.2M |
| Uptick Partners, LLC | 1.03% | Reduce -9.9% | 34,939 | $5.2M |
| Legacy Advisors, LLC | 0.61% | Add +1.3% | 34,875 | $5.2M |
| Agf Management Ltd. | 0.02% | Reduce -7.7% | 34,565 | $5.1M |
| Evolve Private Wealth, LLC | 0.27% | Add +56.5% | 34,504 | $5.1M |
| Selby Wealth Management, LLC | 2.00% | Add +72.3% | 34,325 | $5.1M |
| Ally Invest Advisors Inc. | 0.34% | Add +1.5% | 33,972 | $5.0M |
| Signature Estate & Investment Advisors LLC | 0.10% | Reduce -1.1% | 33,962 | $5.0M |
| Exchange Traded Concepts, LLC | 0.04% | Reduce -18.3% | 33,949 | $5.0M |
| Manchester Capital Management LLC | 0.72% | Add +2.1% | 33,947 | $5.0M |
| McNaughton Wealth Management, LLC | 2.07% | Add +0.8% | 33,838 | $5.0M |
| Rockland Trust Co. | 0.20% | Reduce -3.0% | 33,801 | $5.0M |
| Ironsides Asset Advisors, LLC | 1.23% | Add +0.0% | 33,235 | $4.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.28% | Reduce -25.6% | 33,060 | $4.9M |
| Donaldson Capital Management, LLC | 0.16% | Add +13.2% | 32,950 | $4.9M |
| Sapient Capital LLC | 0.07% | Add +9.0% | 32,811 | $4.9M |
| CX Institutional | 0.15% | Reduce -0.6% | 32,802 | $4.9M |
| Ritter Daniher Financial Advisory LLC / DE | 0.82% | Reduce -0.8% | 32,801 | $4.9M |
| Catalyst Investment Management LLC | 5.37% | Reduce -18.6% | 31,215 | $4.8M |
| Prospera Financial Services Inc | 0.08% | Reduce -1.3% | 32,622 | $4.8M |
| Trust Co | 0.45% | Reduce -3.6% | 32,062 | $4.7M |
| Armstrong Advisory Group, Inc. | 0.32% | Add +0.7% | 32,016 | $4.7M |
| Everett Harris & Co. | 0.06% | Reduce -2.4% | 31,901 | $4.7M |
| CORDA Investment Management, LLC. | 0.33% | Reduce -3.7% | 31,811 | $4.7M |
| Navigation Group, LLC | 1.09% | — | 31,425 | $4.7M |
| FRG Family Wealth Advisors LLC | 0.76% | Add +4.7% | 31,186 | $4.6M |
| M Holdings Securities, Inc. | 0.31% | Reduce -4.0% | 31,077 | $4.6M |
| HUB Investment Partners, LLC | 0.11% | Add +77.8% | 31,068 | $4.6M |
| First Citizens Bank & Trust Co. | 0.10% | Reduce -0.1% | 31,004 | $4.6M |
| Wedmont Private Capital | 0.15% | Add +14.6% | 30,183 | $4.6M |
| Hanover Advisors Inc. | 1.86% | Add +0.2% | 30,927 | $4.6M |
| Atticus Wealth Management, LLC | 1.24% | Reduce -3.2% | 30,844 | $4.6M |
| Fiduciary Advisors, Inc. | 3.40% | Add +0.0% | 30,541 | $4.5M |
| Glen Eagle Advisors, LLC | 0.63% | Reduce -0.2% | 30,405 | $4.5M |
| SKY-Mountain Capital Management, Inc. | 3.22% | Add +0.9% | 30,337 | $4.5M |
| Cornell Pochily Investment Advisors, Inc. | 1.32% | Reduce -0.0% | 30,286 | $4.5M |
| Ritholtz Wealth Management | 0.08% | Add +1.1% | 30,261 | $4.5M |
| Ayalon Insurance Comp Ltd. | 0.91% | No change | 30,236 | $4.5M |
| GC Wealth Management RIA, LLC | 0.18% | Add +1.7% | 30,022 | $4.4M |
| Advisors Capital Management, LLC | 0.05% | Add +2.6% | 29,818 | $4.4M |
| Betterment LLC | 0.01% | Add +9.7% | 29,658 | $4.4M |
| Chicago Partners Investment Group LLC | 0.10% | Add +7.0% | 28,233 | $4.4M |
| Kapstone Financial Advisors LLC | 2.14% | Add +0.3% | 29,489 | $4.4M |
| Sowell Financial Services LLC | 0.16% | Add +3.0% | 29,483 | $4.4M |
| Savant Capital, LLC | 0.02% | Add +7.7% | 29,323 | $4.3M |
| OMNI 360 Wealth, Inc. | 2.23% | Add +2.9% | 29,161 | $4.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +15.1% | 29,086 | $4.3M |
| Savvy Advisors, Inc. | 0.12% | Add +32.4% | 29,030 | $4.3M |
| Cornerstone Advisors Asset Management, LLC | 0.66% | No change | 29,009 | $4.3M |
| LifeSteps Financial, Inc. | 2.72% | Reduce -0.6% | 28,904 | $4.3M |
| Infinity Wealth Counsel, LLC | 3.93% | Add +0.3% | 28,895 | $4.3M |
| Forza Wealth Management, LLC | 1.48% | Reduce -2.7% | 28,680 | $4.2M |
| Pekin Hardy Strauss, Inc. | 0.44% | Add +3.4% | 28,650 | $4.2M |
| Triangle Securities Wealth Management | 0.96% | Reduce -1.8% | 28,647 | $4.2M |
| Maseco LLP | 0.13% | Reduce -2.9% | 28,634 | $4.2M |
| Wealth Management Partners, LLC | 1.21% | Reduce -1.0% | 28,513 | $4.2M |
| LightSquare Wealth Management, LLC | 3.15% | — | 28,413 | $4.2M |
| Verdence Capital Advisors LLC | 0.24% | Add +4.0% | 28,260 | $4.2M |
| Richard C. Young & CO., LTD. | 0.35% | Reduce -2.0% | 28,174 | $4.2M |
| Climber Capital SA | 2.73% | Reduce -12.9% | 29,418 | $4.2M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.02% | — | 28,102 | $4.2M |
| Hippocratic Financial Advisors, LLC | 1.82% | Reduce -7.9% | 28,088 | $4.2M |
| Victory Financial Group, LLC | 0.51% | Reduce -1.6% | 27,962 | $4.1M |
| Integrity Wealth Solutions LLC | 1.62% | Reduce -0.9% | 27,831 | $4.1M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Reduce -0.7% | 27,787 | $4.1M |
| Johnson Investment Counsel Inc. | 0.03% | Add +2.2% | 27,666 | $4.1M |
| KDT Advisors, LLC | 6.50% | No change | 27,539 | $4.1M |
| Rossby Financial, LCC | 0.85% | Add +27.1% | 27,565 | $4.1M |
| Hyposwiss Advisors SA | 3.98% | No change | 27,170 | $4.0M |
| Mgo One Seven LLC | 0.08% | Reduce -14.2% | 27,159 | $4.0M |
| 71 West Capital Partners | 0.18% | Add +27.4% | 27,057 | $4.0M |
| Sigma Planning Corp | 0.11% | Add +0.8% | 27,033 | $4.0M |
| Ausdal Financial Partners, Inc. | 0.18% | Reduce -1.5% | 26,728 | $4.0M |
| StrongBox Wealth, LLC | 1.26% | Add +0.5% | 26,691 | $4.0M |
| New England Private Wealth Advisors LLC | 0.46% | Add +0.5% | 26,618 | $3.9M |
| Mill Creek Capital Advisors, LLC | 0.08% | Add +0.5% | 26,591 | $3.9M |
| Culbertson A N & Co. Inc. | 0.50% | Reduce -5.4% | 26,053 | $3.9M |
| Guyasuta Investment Advisors Inc. | 0.22% | Add +1.9% | 25,962 | $3.8M |
| Advisor OS, LLC | 0.28% | Reduce -8.9% | 25,738 | $3.8M |
| Sunburst Financial Group, LLC | 0.73% | Reduce -7.5% | 25,714 | $3.8M |
| Sara-Bay Financial | 1.14% | Add +11.3% | 25,678 | $3.8M |
| Choate Investment Advisors | 0.07% | No change | 25,524 | $3.8M |
| Delta Financial Advisors LLC | 0.98% | No change | 25,512 | $3.8M |
| Bison Wealth, LLC | 0.37% | Add +2.1% | 24,238 | $3.8M |
| Dodds Wealth, LLC | 0.92% | Reduce -5.4% | 25,334 | $3.8M |
| Davidson Trust Co. | 1.60% | Add +0.3% | 25,127 | $3.7M |
| Eldridge Investment Advisors, Inc. | 0.82% | Add +74.7% | 25,115 | $3.7M |
| Blake Schutter Theil Wealth Advisors, LLC | 3.00% | Add +6.3% | 24,863 | $3.7M |
| Perigon Wealth Management, LLC | 0.07% | Add +6.6% | 24,680 | $3.7M |
| Confluence Wealth Services, Inc. | 0.14% | Reduce -0.1% | 24,655 | $3.7M |
| Wilkins Miller Wealth Management, LLC | 2.21% | Add +3.9% | 24,645 | $3.6M |
| Etesian Wealth Advisors, Inc. | 1.16% | Add +34.3% | 24,590 | $3.6M |
| TFB Advisors LLC | 1.90% | Add +18.3% | 24,566 | $3.6M |
| Mainsail Asset Management, LLC | 1.63% | Reduce -0.0% | 24,456 | $3.6M |
| Jackson Wealth Management, LLC | 0.37% | Add +0.2% | 24,286 | $3.6M |
| Orion Capital Management LLC | 1.23% | Reduce -5.6% | 24,092 | $3.6M |
| Smartleaf Asset Management LLC | 0.13% | Reduce -2.2% | 24,503 | $3.6M |
| Whittier Trust Co. of Nevada Inc. | 0.07% | Add +10.1% | 23,907 | $3.6M |
| Kaizen Financial Strategies | 1.50% | Add +599.4% | 22,948 | $3.5M |
| German American Bancorp, Inc. | 0.30% | No change | 23,821 | $3.5M |
| CDM Financial Counseling Services, Inc. | 3.36% | Reduce -3.7% | 23,738 | $3.5M |
| Redhawk Wealth Advisors, Inc. | 0.39% | Reduce -2.1% | 23,700 | $3.5M |
| SageView Advisory Group, LLC | 0.13% | Reduce -9.9% | 23,457 | $3.5M |
| Panoramic Investment Advisors, LLC | 1.88% | Add +1.1% | 23,421 | $3.5M |
| Burke & Herbert Bank & Trust Co. | 0.96% | No change | 23,407 | $3.5M |
| Disciplined Investors, L.L.C. | 2.05% | Reduce -2.6% | 23,272 | $3.4M |
| Warner Financial, Inc. | 1.18% | Add +0.1% | 23,231 | $3.4M |
| Bangor Savings Bank | 0.27% | Reduce -0.4% | 23,120 | $3.4M |
| Founders Financial Alliance, LLC | 0.62% | Reduce -0.4% | 23,094 | $3.4M |
| Cambridge Capital Management, LLC | 1.47% | Reduce -5.0% | 23,013 | $3.4M |
| Great Valley Advisor Group, Inc. | 0.06% | Add +41.4% | 22,944 | $3.4M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.09% | Add +1.1% | 22,811 | $3.4M |
| WCG Wealth Advisors LLC | 0.09% | Add +12.3% | 22,802 | $3.4M |
| Consultiva Wealth Management, Corp. | 9.78% | Reduce -4.3% | 22,757 | $3.4M |
| Simon Quick Advisors, LLC | 0.15% | Reduce -1.1% | 22,666 | $3.4M |
| Hayek Kallen Investment Management | 1.08% | New | 22,470 | $3.3M |
| Harbor Investment Advisory, LLC | 0.26% | Add +6.6% | 22,424 | $3.3M |
| MJP Associates Inc. | 0.40% | Reduce -12.4% | 22,177 | $3.3M |
| Xcelsior Advisor Partners LLC | 1.26% | Add +10.0% | 22,167 | $3.3M |
| CGN Advisors LLC | 0.26% | Add +2.5% | 21,918 | $3.2M |
| Citadel Advisors | 0.00% | New | 21,897 | $3.2M |
| Platform Technology Partners | 0.62% | No change | 21,855 | $3.2M |
| Larson Financial Group LLC | 0.10% | Add +13.6% | 21,826 | $3.2M |
| Diversified Portfolios, Inc. | 0.27% | No change | 21,823 | $3.2M |
| Mechanics Bank Trust Department | 0.45% | Reduce -0.8% | 21,822 | $3.2M |
| Carnegie Investment Counsel | 0.06% | Reduce -1.5% | 21,720 | $3.2M |
| Wealthfront Advisers LLC | 0.01% | Add +31.8% | 21,689 | $3.2M |
| Cullen/Frost Bankers, Inc. | 0.04% | Add +1.7% | 21,643 | $3.2M |
| Livet Wealth, LLC | 2.04% | Reduce -0.9% | 21,641 | $3.2M |
| PAX Financial Group, LLC | 0.55% | Reduce -12.3% | 21,611 | $3.2M |
| Kohmann Bosshard Financial Services, LLC | 0.31% | No change | 21,513 | $3.2M |
| Northstar Group, Inc. | 0.47% | Reduce -0.4% | 21,467 | $3.2M |
| Connecticut Wealth Management, LLC | 0.13% | Add +1.2% | 21,448 | $3.2M |
| Quantum Capital Management, LLC / NJ | 0.40% | Reduce -2.9% | 21,351 | $3.2M |
| Intellectus Partners, LLC | 0.65% | No change | 21,350 | $3.2M |
| Patten Group, Inc. | 0.55% | Add +8.1% | 21,324 | $3.2M |
| Koshinski Asset Management, Inc. | 0.20% | Add +8.2% | 21,176 | $3.1M |
| Citizens Financial Group Inc. | 0.04% | Reduce -0.6% | 21,156 | $3.1M |
| Kovack Advisors, Inc. | 0.17% | Add +2.5% | 21,158 | $3.1M |
| Hickory Point Bank & Trust | 2.07% | Reduce -0.3% | 21,134 | $3.1M |
| Regal Investment Advisors LLC | 0.18% | Add +37.4% | 21,117 | $3.1M |
| BOK Financial Private Wealth, Inc. | 0.19% | Reduce -2.1% | 20,952 | $3.1M |
| Haverford Trust Co | 0.03% | Reduce -14.7% | 20,944 | $3.1M |
| Montecito Bank & Trust | 0.51% | Reduce -7.1% | 20,898 | $3.1M |
| VeraBank, N.A. | 0.57% | No change | 20,845 | $3.1M |
| Scotia Capital Inc. | 0.01% | Reduce -9.7% | 20,812 | $3.1M |
| International Assets Investment Management, LLC | 0.21% | Reduce -20.4% | 20,815 | $3.1M |
| Brighton Jones LLC | 0.07% | New | 20,635 | $3.1M |
| Daymark Wealth Partners, LLC | 0.10% | Reduce -4.2% | 20,624 | $3.1M |
| Neuberger Berman Group LLC | 0.00% | Reduce -1.3% | 20,444 | $3.0M |
| Cozad Asset Management Inc. | 0.24% | Add +0.8% | 20,332 | $3.0M |
| Schroder Investment Management Group | 0.00% | No change | 20,320 | $3.0M |
| Pallas Capital Advisors LLC | 0.11% | Reduce -2.3% | 20,269 | $3.0M |
| Arsenal Capital Advisors LLC | 2.18% | Add +11.4% | 20,235 | $3.0M |
| First County Bank | 1.61% | Reduce -27.2% | 20,228 | $3.0M |
| Mount Lucas Management LP | 1.11% | Add +3.5% | 20,219 | $3.0M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +1.9% | 20,170 | $3.0M |
| Focused Alpha, LLC | 0.92% | Add +5.7% | 20,090 | $3.0M |
| United Community Bank | 0.99% | Add +40.5% | 20,038 | $3.0M |
| Rothschild Investment LLC | 0.15% | Add +7.3% | 20,020 | $3.0M |
| Diversified Trust Co. | 0.05% | No change | 19,883 | $2.9M |
| Financial Planning Hawaii, Inc. | 1.72% | Add +0.1% | 19,709 | $2.9M |
| Old Port Advisors | 0.67% | Reduce -4.0% | 19,587 | $2.9M |
| New Covenant Trust Company, N.A. | 2.58% | Reduce -4.5% | 19,544 | $2.9M |
| Riverbend Wealth Management, LLC | 1.78% | Add +3.5% | 19,352 | $2.9M |
| Capital Investment Advisors, LLC | 0.04% | Add +4.2% | 19,290 | $2.9M |
| Liberty Square Wealth Partners LLC | 0.79% | Add +0.3% | 19,237 | $2.8M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Add +4.1% | 19,235 | $2.8M |
| Obermeyer Wealth Partners | 0.13% | Reduce -1.1% | 19,202 | $2.8M |
| M.E. Allison & Co., Inc. | 1.88% | Add +0.0% | 19,192 | $2.8M |
| Flputnam Investment Management Co. | 0.04% | Reduce -2.9% | 19,058 | $2.8M |
| Steffes Financial, Ltd. | 1.49% | Reduce -4.3% | 19,025 | $2.8M |
| Independent Wealth Network Inc. | 0.84% | Add +0.5% | 18,960 | $2.8M |
| Hicks Capital Management LLC | 2.81% | Reduce -0.7% | 18,950 | $2.8M |
| Sageworth Trust Co | 0.12% | No change | 18,944 | $2.8M |
| Eukles Asset Management | 1.25% | Add +1.6% | 18,874 | $2.8M |
| 1900 Wealth Management LLC | 0.18% | Add +7.0% | 18,867 | $2.8M |
| First Trust Advisors LP | 0.00% | Add +0.9% | 18,836 | $2.8M |
| Lynx Investment Advisory | 1.33% | Add +66.7% | 18,824 | $2.8M |
| Signet Financial Management, LLC | 0.31% | Reduce -6.2% | 18,772 | $2.8M |
| Precedent Wealth Partners, LLC | 0.55% | Add +1.8% | 18,404 | $2.7M |
| Oppenheimer & Co. Inc. | 0.03% | Add +9.1% | 18,379 | $2.7M |
| Investment Management Corp. /Va/ | 2.31% | Add +1.2% | 18,142 | $2.7M |
| Bouchey Financial Group, Ltd. | 0.20% | Add +0.0% | 17,542 | $2.7M |
| Prospect Financial Services LLC | 1.62% | Add +29.8% | 17,960 | $2.7M |
| Roundview Capital LLC | 0.17% | Reduce -1.8% | 17,925 | $2.7M |
| TRB Wealth Management, LLC | 0.38% | — | 17,893 | $2.6M |
| Evoke Wealth, LLC | 0.05% | Add +16.5% | 17,885 | $2.6M |
| Vicus Capital | 0.19% | Reduce -1.0% | 17,816 | $2.6M |
| Lodestar Private Asset Management LLC | 0.26% | Add +0.6% | 17,763 | $2.6M |
| Thrive Capital Management, LLC | 0.57% | Reduce -10.5% | 17,708 | $2.6M |
| Ancora Advisors LLC | 0.06% | Add +22.4% | 17,676 | $2.6M |
| Kuhn & Co Investment Counsel | 1.67% | Reduce -0.2% | 17,498 | $2.6M |
| AIMZ Investment Advisors, LLC | 0.80% | Reduce -4.3% | 17,484 | $2.6M |
| Opes Wealth Management LLC | 0.44% | Reduce -0.1% | 17,454 | $2.6M |
| Keystone Financial Group | 0.18% | Add +9.0% | 17,451 | $2.6M |
| Vickerman Investment Advisors, Inc. | 0.54% | Add +224.2% | 17,446 | $2.6M |
| Elite Financial, Inc. | 1.15% | Add +0.6% | 17,368 | $2.6M |
| Oasis Advisors, LLC | 0.50% | New | 262,386 | $2.6M |
| 1015 Capital Partners, LLC | 2.48% | Add +7.2% | 17,220 | $2.6M |
| Blankinship & Foster, LLC | 0.56% | No change | 17,170 | $2.5M |
| My Personal CFO, LLC | 1.11% | No change | 17,165 | $2.5M |
| Ridgecrest Wealth Partners, LLC | 1.40% | Add +7.5% | 17,142 | $2.5M |
| Flagstar Securities, Inc. | 0.92% | Add +10.9% | 17,111 | $2.5M |
| Thoroughbred Financial Services, LLC | 0.15% | Reduce -0.4% | 17,089 | $2.5M |
| NewEdge Wealth, LLC | 0.03% | Add +36.9% | 17,061 | $2.5M |
| Compass Ion Advisors, LLC | 0.24% | Reduce -10.1% | 17,017 | $2.5M |
| Clarity Capital Advisors, LLC | 1.17% | Reduce -0.3% | 17,002 | $2.5M |
| Private Trust Co. NA | 0.22% | Add +4.8% | 16,807 | $2.5M |
| Rockingstone Advisors LLC | 1.14% | Add +1.5% | 16,807 | $2.5M |
| HighPoint Advisor Group LLC | 0.10% | Add +33.4% | 16,722 | $2.5M |
| Antonelli Financial Advisors, LLC | 1.71% | Reduce -21.7% | 16,717 | $2.5M |
| Auour Investments LLC | 0.78% | Add +4.4% | 16,691 | $2.5M |
| Howland Capital Management LLC | 0.10% | No change | 16,688 | $2.5M |
| Avidian Wealth Enterprises, LLC | 0.08% | Add +17.5% | 16,684 | $2.5M |
| McNamara Financial Services, Inc. | 0.47% | Reduce -0.6% | 16,653 | $2.5M |
| Collective Family Office LLC | 0.55% | Reduce -3.2% | 16,644 | $2.5M |
| Wesbanco Bank Inc. | 0.07% | Add +7.1% | 16,643 | $2.5M |
| Decker Retirement Planning Inc. | 1.11% | Add +8.4% | 16,581 | $2.5M |
| Beto Financial Group, LLC | 1.44% | Add +46.5% | 15,822 | $2.5M |
| O'ROURKE & COMPANY, Inc | 0.97% | Add +6.3% | 16,521 | $2.4M |
| North Star Investment Management Corp. | 0.15% | Add +4.7% | 16,494 | $2.4M |
| Capital City Trust Co. | 0.56% | Reduce -1.1% | 16,456 | $2.4M |
| Glassman Wealth Services | 0.33% | Reduce -0.5% | 16,393 | $2.4M |
| Ascent Group, LLC | 0.08% | Reduce -0.0% | 16,334 | $2.4M |
| Hegarty Advisors, LLC | 1.90% | Add +2.3% | 16,290 | $2.4M |
| Tradition Wealth Management, LLC | 0.17% | Reduce -0.5% | 16,163 | $2.4M |
| N.E.W. Advisory Services LLC | 0.18% | Add +26.4% | 16,155 | $2.4M |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.98% | Add +0.3% | 16,100 | $2.4M |
| Weaver Consulting Group | 0.57% | Reduce -6.9% | 16,022 | $2.4M |
| Capital Advantage, Inc. | 0.31% | Reduce -1.6% | 15,977 | $2.4M |
| Colony Family Offices, LLC | 0.58% | No change | 15,942 | $2.4M |
| Faithward Advisors, LLC | 0.34% | Add +49.3% | 15,889 | $2.4M |
| Oxford Financial Group, LTD. LLC | 0.13% | No change | 15,875 | $2.4M |
| Royal Fund Management, LLC | 0.22% | Add +2.3% | 15,796 | $2.3M |
| First Merchants Corp. | 0.09% | Reduce -0.4% | 15,694 | $2.3M |
| Daiichi Life Insurance Co., Ltd. | 0.07% | Reduce -37.3% | 15,688 | $2.3M |
| Stonebridge Financial Planning Group, LLC | 0.85% | No change | 15,567 | $2.3M |
| Arrowroot Family Office, LLC | 0.76% | Reduce -14.8% | 15,555 | $2.3M |
| Prudent Man Advisors, LLC | 0.69% | Add +1.2% | 15,492 | $2.3M |
| SP Asset Management LLC | 0.20% | Add +0.6% | 15,475 | $2.3M |
| National Bank of Canada | 0.00% | Add +14.2% | 15,390 | $2.3M |
| Fonville Wealth Management LLC | 0.43% | Reduce -3.4% | 15,327 | $2.3M |
| Wealthedge Investment Advisors, LLC | 0.83% | Reduce -10.5% | 15,326 | $2.3M |
| Franklin Resources Inc. | 0.00% | Reduce -54.3% | 15,300 | $2.3M |
| Bigelow Investment Advisors, LLC | 0.90% | Add +3.3% | 15,247 | $2.3M |
| FF Advisors,LLC | 0.91% | Reduce -0.0% | 14,477 | $2.3M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -3.5% | 15,193 | $2.3M |
| Coordinated Financial Services, Inc. | 1.31% | Reduce -0.7% | 15,182 | $2.2M |
| Holderness Investments Co. | 0.45% | Add +21.9% | 15,158 | $2.2M |
| Financial Enhancement Group LLC | 0.28% | Add +10.2% | 14,427 | $2.2M |
| Sagespring Wealth Partners, LLC | 0.04% | Reduce -0.8% | 15,100 | $2.2M |
| Janus Henderson Group PLC | 0.00% | Reduce -1.7% | 15,066 | $2.2M |
| Axis Wealth Partners, LLC | 1.19% | Add +1.3% | 15,054 | $2.2M |
| Richard W. Paul & Associates, LLC | 0.75% | Reduce -0.0% | 15,046 | $2.2M |
| Centurion Wealth Management LLC | 0.50% | Add +1.1% | 15,037 | $2.2M |
| Cambridge Financial Group, LLC | 0.75% | Reduce -26.8% | 15,013 | $2.2M |
| Webster Bank, N. A. | 0.21% | No change | 15,009 | $2.2M |
| Alexander Labrunerie & Co., Inc. | 0.84% | Add +12.3% | 14,977 | $2.2M |
| Carr Financial Group Corp | 0.58% | Reduce -5.3% | 14,969 | $2.2M |
| TD Waterhouse Canada Inc. | 0.01% | Add +22.5% | 14,988 | $2.2M |
| Scott Capital Advisors, LLC | 0.45% | Add +6.8% | 14,501 | $2.2M |
| Essex Bank | 0.49% | Reduce -1.1% | 14,876 | $2.2M |
| Investmark Advisory Group LLC | 0.93% | Reduce -0.3% | 14,610 | $2.2M |
| Amicus Financial Advisors, LLC | 0.59% | Add +1.4% | 14,566 | $2.2M |
| Moseley Investment Management Inc. | 0.69% | Reduce -0.6% | 14,542 | $2.2M |
| Capital Advisors Inc. | 0.03% | Add +3.8% | 14,539 | $2.2M |
| Citizens National Bank Trust Department | 0.36% | Reduce -4.9% | 14,510 | $2.1M |
| Mark Sheptoff Financial Planning, LLC | 1.14% | Add +24.2% | 13,741 | $2.1M |
| Monument Capital Management | 0.54% | Reduce -29.3% | 14,476 | $2.1M |
| Joseph Group Capital Management | 0.53% | Add +0.8% | 14,434 | $2.1M |
| Compass Financial Services Inc | 0.92% | Add +0.3% | 14,364 | $2.1M |
| Arwa LLC | 1.05% | Reduce -8.7% | 13,858 | $2.1M |
| Brighton Securities Corp. | 1.02% | Reduce -6.0% | 14,234 | $2.1M |
| Centaurus Financial, Inc. | 0.10% | Add +7.3% | 14,115 | $2.1M |
| J Hagan Capital, Inc. | 1.13% | Add +6.2% | 14,101 | $2.1M |
| R. W. Roge & Company, Inc. | 0.99% | Reduce -2.3% | 14,086 | $2.1M |
| Verus Capital Partners, LLC | 0.14% | Add +3.4% | 14,084 | $2.1M |
| Medallion Wealth Advisors, LLC | 0.68% | Reduce -2.1% | 14,068 | $2.1M |
| Financial Insights, Inc. | 0.68% | Add +1.4% | 14,068 | $2.1M |
| Fidelis Capital Partners, LLC | 0.15% | Add +141.5% | 14,061 | $2.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.25% | Add +11.1% | 14,037 | $2.1M |
| UMB Bank, n.a. | 0.03% | Add +17.5% | 14,026 | $2.1M |
| COFG Advisors, LLC | 0.51% | Add +4.3% | 14,011 | $2.1M |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 1.86% | Add +1.1% | 13,994 | $2.1M |
| APS Management Group, Inc. | 1.77% | Add +0.1% | 13,992 | $2.1M |
| Apriem Advisors | 0.20% | Add +590.4% | 13,974 | $2.1M |
| Junk Investment Group, LLC | 1.07% | — | 13,833 | $2.0M |
| Strategic Wealth Partners, Ltd. | 0.14% | Add +6.0% | 13,830 | $2.0M |
| Circle Wealth Management, LLC | 0.03% | No change | 13,749 | $2.0M |
| Creekside Partners | 0.84% | Add +0.0% | 13,698 | $2.0M |
| Beacon Financial Advisory LLC | 0.46% | Reduce -2.0% | 13,672 | $2.0M |
| Leavell Investment Management, Inc. | 0.08% | Add +2.3% | 13,648 | $2.0M |
| Verity Asset Management, Inc. | 0.85% | Add +4.4% | 13,640 | $2.0M |
| W Advisors, LLC | 1.03% | Add +3.2% | 13,582 | $2.0M |
| Pacific Sun Financial Corp | 0.97% | Add +0.2% | 13,540 | $2.0M |
| Blue Chip Partners, LLC | 0.14% | Reduce -3.2% | 13,531 | $2.0M |
| FAS Wealth Partners, Inc. | 0.12% | Reduce -0.2% | 13,523 | $2.0M |
| InvesTrust | 0.84% | Reduce -5.8% | 13,465 | $2.0M |
| Gladstone Institutional Advisory LLC | 0.07% | Add +15.0% | 13,459 | $2.0M |
| 360 Financial, Inc. | 0.59% | Reduce -0.1% | 13,326 | $2.0M |
| Townsquare Capital LLC | 0.44% | Add +0.8% | 13,302 | $2.0M |
| Mather Group, Llc. | 0.02% | Add +0.7% | 13,281 | $2.0M |
| CRA Financial Services, LLC | 0.25% | Add +13.1% | 13,222 | $2.0M |
| Walkner Condon Financial Advisors LLC | 0.26% | Reduce -1.5% | 13,222 | $2.0M |
| Vermillion Wealth Management, Inc. | 0.78% | Add +12.8% | 13,211 | $2.0M |
| Laird Norton Wetherby Trust Company, LLC | 0.04% | Add +17.5% | 13,184 | $2.0M |
| Aspiriant, LLC | 0.06% | Add +2.0% | 13,149 | $1.9M |
| 21 West Wealth Management LLC | 1.81% | Reduce -10.1% | 13,148 | $1.9M |
| Founders Financial Securities LLC | 0.11% | Reduce -15.9% | 12,647 | $1.9M |
| Stock Yards Bank & Trust Co. | 0.06% | Add +15.1% | 12,917 | $1.9M |
| Cardiff Park Advisors, LLC | 0.15% | Reduce -4.7% | 12,840 | $1.9M |
| Indivisible Partners | 0.17% | Add +136.0% | 12,838 | $1.9M |
| Formidable Asset Management, LLC | 0.29% | Reduce -4.4% | 13,215 | $1.9M |
| Wealth Management Nebraska | 0.19% | Reduce -0.7% | 12,786 | $1.9M |
| Arete Wealth Advisors, LLC | 0.14% | Reduce -1.1% | 12,780 | $1.9M |
| Petix & Botte Co | 0.84% | Reduce -49.0% | 12,715 | $1.9M |
| Fulton Bank, N.A. | 0.07% | No change | 12,714 | $1.9M |
| Gerald Baker Financial Group LLC | 0.60% | — | 12,704 | $1.9M |
| Red Tortoise LLC | 0.79% | Reduce -3.1% | 12,701 | $1.9M |
| Mosaic Family Wealth Partners, LLC | 0.19% | Add +11.6% | 12,688 | $1.9M |
| Leo Wealth, LLC | 0.14% | Reduce -9.8% | 12,671 | $1.9M |
| Opinicus Capital, Inc. | 1.32% | Add +1.8% | 12,671 | $1.9M |
| HBK Sorce Advisory LLC | 0.04% | Add +16.6% | 12,064 | $1.9M |
| SouthState Bank Corp | 0.09% | Add +198.9% | 12,646 | $1.9M |
| Advocate Investing Services LLC | 1.58% | Add +0.4% | 12,600 | $1.9M |
| ZWJ Investment Counsel Inc. | 0.07% | Reduce -2.5% | 12,594 | $1.9M |
| Cibc World Market Inc. | 0.00% | Add +0.9% | 12,549 | $1.9M |
| Luminvest Wealth Management LLC | 0.49% | No change | 12,549 | $1.9M |
| MOKAN Wealth Management Inc. | 0.82% | Add +2.7% | 12,514 | $1.9M |
| Tme Financial, Inc. | 1.28% | Add +2.7% | 12,438 | $1.8M |
| Red Door Wealth Management, LLC | 0.19% | Add +0.5% | 12,408 | $1.8M |
| Twin Focus Capital Partners, LLC | 0.21% | No change | 12,366 | $1.8M |
| Lanark Financial, Inc. | 0.14% | Reduce -9.1% | 12,315 | $1.8M |
| Gables Capital Management Inc. | 0.77% | No change | 12,291 | $1.8M |
| Coldstream Capital Management Inc. | 0.02% | Add +75.5% | 12,279 | $1.8M |
| Trinity Legacy Partners, LLC | 0.39% | Reduce -0.4% | 11,861 | $1.8M |
| Bensler, LLC | 0.19% | Reduce -6.7% | 12,222 | $1.8M |
| RM Financial Services, LLC | 1.56% | Add +23.3% | 12,195 | $1.8M |
| Capital Squared Financial LLC | 1.37% | Add +14.7% | 12,131 | $1.8M |
| Armor Investment Advisors, LLC | 0.65% | Reduce -0.8% | 12,119 | $1.8M |
| Bradley Foster & Sargent Inc. | 0.03% | Reduce -14.2% | 12,057 | $1.8M |
| Fca Corp. | 0.50% | Reduce -1.7% | 12,032 | $1.8M |
| Wedbush Securities Inc. | 0.05% | Add +1.8% | 11,994 | $1.8M |
| Sagace Wealth Management LLC | 1.20% | Reduce -1.6% | 11,987 | $1.8M |
| New Insight Wealth Advisors | 0.64% | Reduce -7.1% | 11,961 | $1.8M |
| Kastel Capital Advisors, LLC | 1.08% | No change | 12,306 | $1.8M |
| Mayflower Financial Advisors, LLC | 0.21% | Add +57.0% | 11,922 | $1.8M |
| Clarity Financial LLC | 0.19% | Reduce -5.8% | 11,861 | $1.8M |
| Claris Financial LLC | 0.96% | Add +9.1% | 11,826 | $1.8M |
| Rothschild Wealth LLC | 0.16% | Add +20.0% | 11,809 | $1.7M |
| Allie Family Office LLC | 0.76% | No change | 11,795 | $1.7M |
| John A. Wolfe & Associates, Inc. | 2.67% | Add +100.2% | 18,210 | $1.7M |
| Northcape Wealth Management, LLC | 0.47% | Add +2.5% | 11,706 | $1.7M |
| Fiduciary Alliance LLC | 0.10% | Add +12.4% | 11,269 | $1.7M |
| Seek First Inc. | 1.21% | Reduce -4.7% | 11,633 | $1.7M |
| Factor Wealth Management LTD | 0.32% | Reduce -33.4% | 11,610 | $1.7M |
| Root Financial Partners, LLC | 0.08% | Reduce -0.4% | 11,606 | $1.7M |
| Trilogy Capital Inc. | 0.08% | Add +3.8% | 11,600 | $1.7M |
| McClarren Financial Advisors, Inc. | 1.02% | Add +50.0% | 11,577 | $1.7M |
| Nilsine Partners, LLC | 0.13% | No change | 11,088 | $1.7M |
| LongView Wealth Management | 0.43% | Add +2.1% | 11,182 | $1.7M |
| Ti-Trust, Inc. | 1.02% | Add +9.4% | 11,554 | $1.7M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 11,532 | $1.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -31.9% | 11,500 | $1.7M |
| Spire Wealth Management | 0.06% | Add +3.6% | 11,467 | $1.7M |
| Compound Planning, Inc. | 0.05% | Reduce -1.8% | 11,431 | $1.7M |
| KCM Investment Advisors LLC | 0.06% | Reduce -8.5% | 11,416 | $1.7M |
| Anchor Investment Management, LLC | 0.14% | Add +8.0% | 11,399 | $1.7M |
| Covestor Ltd | 1.17% | Add +2.6% | 11,394 | $1.7M |
| Plante Moran Financial Advisors, LLC | 0.11% | Add +11.4% | 11,391 | $1.7M |
| Signaturefd, LLC | 0.03% | Add +35.3% | 11,364 | $1.7M |
| Ballentine Partners, LLC | 0.02% | Reduce -0.9% | 11,349 | $1.7M |
| Mraz, Amerine & Associates, Inc. | 0.25% | Reduce -1.9% | 11,332 | $1.7M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Add +3.1% | 11,314 | $1.7M |
| Mascagni Wealth Management, Inc. | 1.19% | Add +14.8% | 11,299 | $1.7M |
| Capital Group Private Client Services, Inc. | 0.03% | Add +0.3% | 11,261 | $1.7M |
| Westfuller Advisors, LLC | 0.72% | Add +3.7% | 11,242 | $1.7M |
| Asset Dedication, LLC | 0.12% | Add +93.3% | 11,207 | $1.7M |
| RHS Financial, LLC | 0.78% | Add +20.8% | 11,156 | $1.7M |
| Rossmore Private Capital | 0.14% | No change | 11,079 | $1.6M |
| North Star Asset Management Inc. | 0.07% | Reduce -0.2% | 11,075 | $1.6M |
| Sidoxia Capital Management, LLC | 1.41% | — | 11,045 | $1.6M |
| Columbus Macro, LLC | 0.17% | Add +0.6% | 11,001 | $1.6M |
| Portland Financial Advisors Inc | 3.38% | No change | 10,966 | $1.6M |
| Christine Messmer PC | 1.03% | Reduce -23.6% | 10,883 | $1.6M |
| Main Street Financial Solutions, LLC | 0.12% | Add +10.0% | 10,873 | $1.6M |
| GreatBanc Trust CO | 1.12% | Reduce -17.8% | 10,785 | $1.6M |
| Fulcrum Capital LLC | 0.35% | No change | 10,765 | $1.6M |
| Black Diamond Financial, LLC | 0.17% | Add +0.3% | 10,713 | $1.6M |
| Balboa Wealth Partners | 0.27% | Add +0.5% | 10,711 | $1.6M |
| John W. Brooker & Co., CPAs | 2.48% | No change | 10,648 | $1.6M |
| Ibex Wealth Advisors | 0.15% | Reduce -11.1% | 10,624 | $1.6M |
| Cahill Financial Advisors Inc. | 0.17% | Add +44.2% | 10,620 | $1.6M |
| Cypress Point Wealth Management, LLC | 0.34% | Add +1.9% | 10,600 | $1.6M |
| Belpointe Asset Management LLC | 0.06% | Add +44.6% | 10,596 | $1.6M |
| Cornerstone Wealth Group, LLC | 0.10% | Add +13.4% | 10,146 | $1.6M |
| NWF Advisory Services Inc. | 0.18% | Reduce -2.3% | 10,569 | $1.6M |
| Pennsylvania Capital Management Inc. | 0.44% | No change | 10,441 | $1.5M |
| Glass Jacobson Investment Advisors llc | 0.53% | Reduce -9.6% | 10,427 | $1.5M |
| HM Payson & Co. | 0.02% | Add +6.0% | 10,371 | $1.5M |
| Burkett Financial Services, LLC | 0.53% | Add +0.4% | 10,370 | $1.5M |
| JT Stratford LLC | 0.20% | Reduce -3.8% | 10,320 | $1.5M |
| C M Bidwell & Associates Ltd. | 0.71% | Reduce -0.2% | 10,312 | $1.5M |
| Investment Management Trust, LLC | 1.49% | — | 10,294 | $1.5M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -10.2% | 10,292 | $1.5M |
| SRH Advisors, LLC | 0.43% | Reduce -8.6% | 10,236 | $1.5M |
| Great Diamond Partners, LLC | 0.29% | No change | 10,232 | $1.5M |
| Texas Capital Bank Wealth Management Services Inc | 0.09% | No change | 10,206 | $1.5M |
| Jaffetilchin Investment Partners, LLC | 0.09% | Add +7.0% | 10,130 | $1.5M |
| Freestone Capital Holdings, LLC | 0.05% | Reduce -1.4% | 10,091 | $1.5M |
| Novare Capital Management LLC | 0.12% | Reduce -0.0% | 10,057 | $1.5M |
| Valley National Advisers Inc. | 0.19% | Add +1.2% | 10,031 | $1.5M |
| PUREfi Wealth, LLC | 0.97% | Add +0.6% | 10,007 | $1.5M |
| Resolute Capital, LLC | 0.60% | Add +14.2% | 10,000 | $1.5M |
| Lazari Capital Management, Inc. | 0.52% | Reduce -0.2% | 9,992 | $1.5M |
| Fifth Third Wealth Advisors LLC | 0.05% | Add +12.3% | 9,987 | $1.5M |
| B. Riley Wealth Advisors, Inc. | 0.10% | Reduce -4.9% | 10,144 | $1.5M |
| Bell Bank | 0.06% | Reduce -90.7% | 9,961 | $1.5M |
| KFA Private Wealth Group, LLC | 0.35% | Add +1.8% | 9,937 | $1.5M |
| DF Dent & Co. Inc. | 0.03% | Add +1.2% | 9,913 | $1.5M |
| Fairscale Capital, LLC | 1.01% | Reduce -0.5% | 9,883 | $1.5M |
| 3 Factor Indexing, LLC | 1.38% | — | 9,875 | $1.5M |
| Sage Investment Advisers LLC | 1.08% | Add +2.2% | 9,884 | $1.5M |
| Nicolet Bankshares Inc. | 0.05% | New | 9,853 | $1.5M |
| Greenwich Wealth Management LLC | 0.06% | Reduce -0.8% | 9,810 | $1.5M |
| Coastwise Capital Group, LLC | 0.80% | Add +0.9% | 9,787 | $1.4M |
| Morton Capital Management LLC | 0.21% | Add +5.2% | 9,740 | $1.4M |
| 5T Wealth, LLC | 0.57% | Add +38.6% | 9,734 | $1.4M |
| CPA Asset Management Group, LLC | 0.48% | Reduce -3.6% | 9,723 | $1.4M |
| FFT Wealth Management LLC | 0.26% | New | 9,693 | $1.4M |
| Westbourne Investments, Inc. | 0.68% | Add +0.7% | 9,691 | $1.4M |
| Birchcreek Wealth Management, LLC | 0.69% | Reduce -2.4% | 9,665 | $1.4M |
| Finward Bancorp | 1.14% | Add +2.8% | 9,613 | $1.4M |
| Dakota Wealth Management | 0.03% | Reduce -18.9% | 9,588 | $1.4M |
| Huntleigh Advisors, Inc. | 0.24% | Add +1.7% | 9,573 | $1.4M |
| Alesco Advisors, LLC, An ESL Co | 0.04% | No change | 9,560 | $1.4M |
| Sage Capital Advisors,llc | 0.33% | Add +11.7% | 9,559 | $1.4M |
| OpenArc Corporate Advisory, LLC | 0.02% | Add +1.3% | 9,488 | $1.4M |
| Duncker Streett & Co. Inc. | 0.27% | Reduce -3.0% | 9,439 | $1.4M |
| Brandywine Oak Private Wealth LLC | 0.12% | Reduce -0.9% | 9,434 | $1.4M |
| Midland Wealth Advisors, LLC | 0.07% | Reduce -1.5% | 9,428 | $1.4M |
| Highland Financial Advisors, LLC | 0.37% | Reduce -6.2% | 9,423 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -72.1% | 9,391 | $1.4M |
| 3Chopt Investment Partners, LLC | 0.32% | Add +1.9% | 9,376 | $1.4M |
| Zuckerman Investment Group, LLC | 0.13% | Add +0.1% | 9,266 | $1.4M |
| Klingman & Associates, LLC | 0.07% | No change | 9,264 | $1.4M |
| Mayport, LLC | 0.25% | Reduce -0.5% | 9,257 | $1.4M |
| LVW Advisors, LLC | 0.13% | Reduce -0.4% | 9,248 | $1.4M |
| LaSalle St. Investment Advisors, LLC | 0.19% | New | 9,241 | $1.4M |
| Curi Capital, LLC | 0.02% | Add +15.9% | 9,173 | $1.4M |
| Retirement Planning Co of New England, Inc. | 0.55% | Add +0.8% | 9,132 | $1.4M |
| Clark Capital Management Group, Inc. | 0.01% | Add +5.9% | 9,086 | $1.3M |
| Strategic Blueprint, LLC | 0.08% | Reduce -5.5% | 9,016 | $1.3M |
| Values Added Financial LLC | 0.56% | Add +3.5% | 8,997 | $1.3M |
| First American Trust, FSB | 0.09% | Add +0.6% | 8,929 | $1.3M |
| Bantamac Capital, LLC | 0.96% | Reduce -1.1% | 8,904 | $1.3M |
| Madison Wealth Partners, Inc | 0.21% | Add +20.1% | 8,885 | $1.3M |
| Integral Investment Advisors, Inc. | 0.33% | Reduce -0.1% | 8,880 | $1.3M |
| John Boyer, Inc. | 1.30% | Reduce -23.1% | 8,808 | $1.3M |
| Magnus Financial Group LLC | 0.11% | Add +0.5% | 8,802 | $1.3M |
| Miramar Capital, LLC | 0.29% | Reduce -3.3% | 8,766 | $1.3M |
| Bogart Wealth, LLC | 0.05% | Add +0.1% | 8,745 | $1.3M |
| Qube Research & Technologies Ltd | 0.00% | Add +13.3% | 8,739 | $1.3M |
| Aspen Investment Management Inc | 0.40% | Reduce -0.2% | 8,715 | $1.3M |
| Key Financial Inc | 0.23% | No change | 8,710 | $1.3M |
| Legacies Wealth LLC | 0.82% | Reduce -20.0% | 8,709 | $1.3M |
| Donalies Financial Planning, LLC | 1.10% | Reduce -16.0% | 8,705 | $1.3M |
| Wimmer Associates 1, LLC | 0.63% | Reduce -4.3% | 8,705 | $1.3M |
| Badgley Phelps Wealth Managers, LLC | 0.03% | Reduce -0.5% | 8,689 | $1.3M |
| LJI Wealth Management, LLC | 0.21% | Reduce -1.6% | 8,687 | $1.3M |
| Andrews Advisory Associates, LLC | 0.68% | Add +0.0% | 8,676 | $1.3M |
| Tobias Financial Advisors, Inc. | 0.18% | Add +0.8% | 8,660 | $1.3M |
| Cornerstone Financial Management LLC | 1.18% | Reduce -7.6% | 8,651 | $1.3M |
| MidFirst Bank | 0.11% | Add +7.1% | 8,645 | $1.3M |
| Collaborative Wealth Managment Inc. | 0.59% | Reduce -10.0% | 8,612 | $1.3M |
| Moran Wealth Management, LLC | 0.04% | Add +9.5% | 8,551 | $1.3M |
| Tempus Wealth Planning, LLC | 0.29% | Reduce -4.6% | 8,541 | $1.3M |
| GLOBALT Investments LLC / GA | 0.04% | Reduce -0.7% | 8,512 | $1.3M |
| Range Advisory, LLC | 0.23% | Reduce -13.2% | 8,473 | $1.3M |
| Titleist Asset Management, LLC | 0.09% | Add +7.5% | 8,448 | $1.3M |
| Valley Forge Investment Consultants Inc. Adv | 0.37% | Add +0.1% | 8,414 | $1.2M |
| Cornerstone Wealth Management, LLC | 0.06% | Reduce -0.3% | 8,390 | $1.2M |
| Stonebridge Financial Group, LLC | 0.10% | Add +2.3% | 8,379 | $1.2M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.57% | New | 8,366 | $1.2M |
| Valeo Financial Advisors, LLC | 0.03% | Add +16.4% | 8,318 | $1.2M |
| Visionary Wealth Advisors | 0.05% | Add +9.2% | 8,293 | $1.2M |
| Poehling Capital Management, INC. | 0.26% | No change | 8,276 | $1.2M |
| Winebrenner Capital Management LLC | 0.78% | No change | 8,238 | $1.2M |
| Wisconsin Wealth Advisors, LLC | 1.20% | Add +0.3% | 8,229 | $1.2M |
| TMB Capital Partners, LLC | 0.41% | Add +1.8% | 8,216 | $1.2M |
| Next Capital Management LLC | 0.37% | Add +5.3% | 8,193 | $1.2M |
| Vision Capital Management, Inc. | 0.15% | Reduce -0.7% | 8,112 | $1.2M |
| Archer Investment Corp | 0.25% | Reduce -7.0% | 8,038 | $1.2M |
| Signal Advisors Wealth, LLC | 0.08% | Reduce -5.3% | 8,031 | $1.2M |
| Blue Water Asset Management | 0.41% | Reduce -23.2% | 7,982 | $1.2M |
| LeClair Wealth Partners LLC | 0.41% | New | 7,982 | $1.2M |
| Gould Asset Management LLC | 0.20% | Add +6.4% | 7,952 | $1.2M |
| Vantage Investment Partners, LLC | 0.08% | No change | 7,950 | $1.2M |
| MBA Advisors LLC | 0.45% | Add +0.5% | 7,948 | $1.2M |
| Smith, Moore & Co. | 0.09% | Reduce -0.6% | 7,926 | $1.2M |
| GM Advisory Group, LLC | 0.05% | Add +100.7% | 7,915 | $1.2M |
| Prosperity Bancshares Inc | 0.94% | Add +45.1% | 7,896 | $1.2M |
| Madrid Wealth Management, LLC | 0.88% | Add +1.5% | 7,847 | $1.2M |
| Concord Wealth Partners | 0.15% | Reduce -1.9% | 7,835 | $1.2M |
| Thrive Wealth Management, LLC | 0.17% | Reduce -2.1% | 7,834 | $1.2M |
| Stonehearth Capital Management, LLC | 0.46% | No change | 7,827 | $1.2M |
| Steigerwald, Gordon & Koch Inc. | 0.12% | Add +8.8% | 7,780 | $1.2M |
| Kingsbury Capital Investment Advisors LLC | 1.07% | — | 7,663 | $1.1M |
| Beese Fulmer Investment Management, Inc. | 0.07% | Reduce -0.1% | 7,663 | $1.1M |
| Monetary Solutions, Ltd | 1.10% | Add +188.4% | 7,653 | $1.1M |
| Patton Albertson Miller Group, LLC | 0.13% | Add +1.6% | 7,649 | $1.1M |
| Plancorp, LLC | 0.03% | Add +0.9% | 7,440 | $1.1M |
| Vista Investment Management | 0.38% | Reduce -1.4% | 7,596 | $1.1M |
| Fort Sheridan Advisors LLC | 0.14% | Add +1.8% | 7,571 | $1.1M |
| Next Level Wealth Planning, LLC | 0.57% | Reduce -5.7% | 7,559 | $1.1M |
| Peak Retirement Planning, Inc. | 0.22% | Reduce -5.0% | 7,530 | $1.1M |
| LOM Asset Management Ltd | 0.32% | No change | 7,520 | $1.1M |
| Christensen, King & Associates Investment Services, Inc. | 0.48% | Add +6.0% | 7,486 | $1.1M |
| BG Investment Services, LLC | 0.92% | Add +14.8% | 7,472 | $1.1M |
| Jackson Hole Capital Partners, LLC | 0.18% | No change | 7,445 | $1.1M |
| Columbia River Financial Group, LLC | 0.64% | Reduce -0.8% | 7,432 | $1.1M |
| Aspen Grove Capital, LLC | 0.21% | No change | 7,346 | $1.1M |
| Curtis Advisory Group, LLC | 0.23% | Reduce -7.2% | 7,341 | $1.1M |
| Saxon Interests, Inc. | 0.37% | Reduce -4.8% | 7,312 | $1.1M |
| SHP Wealth Management | 0.08% | Reduce -7.3% | 7,259 | $1.1M |
| Clear Creek Financial Management, LLC | 0.08% | Add +20.7% | 7,204 | $1.1M |
| Greenhouse Wealth Management, LLC | 0.66% | Add +0.5% | 7,201 | $1.1M |
| Courage Miller Partners, LLC | 0.30% | No change | 7,200 | $1.1M |
| WNY Asset Management, LLC | 0.11% | — | 7,194 | $1.1M |
| Southland Equity Partners LLC | 0.21% | Add +0.7% | 7,188 | $1.1M |
| Capital Advisors, Ltd. LLC | 0.12% | Add +7.8% | 7,171 | $1.1M |
| NCM Capital Management, LLC | 0.38% | No change | 7,156 | $1.1M |
| Continuum Advisory, LLC | 0.10% | Add +0.2% | 7,156 | $1.1M |
| New Republic Capital, LLC | 0.36% | Reduce -6.6% | 7,151 | $1.1M |
| NorthRock Partners, LLC | 0.02% | Reduce -3.2% | 7,098 | $1.1M |
| Advyzon Investment Management, LLC | 0.09% | Add +64.6% | 7,056 | $1.0M |
| Quartz Partners, LLC | 0.40% | Add +1.8% | 7,055 | $1.0M |
| Richards, Merrill & Peterson, Inc. | 0.38% | Add +0.6% | 7,027 | $1.0M |
| Private Capital Management, LLC | 0.11% | Add +10.8% | 7,026 | $1.0M |
| Harmony Asset Management LLC | 0.32% | Reduce -3.1% | 6,997 | $1.0M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.35% | Reduce -0.1% | 6,697 | $1.0M |
| River Street Advisors LLC | 0.35% | Reduce -2.1% | 6,966 | $1.0M |
| Fragasso Financial Advisors Inc | 0.06% | Reduce -3.6% | 6,934 | $1.0M |
| Welch Group, LLC | 0.04% | Reduce -2.2% | 6,955 | $1.0M |
| First National Bank Sioux Falls | 0.28% | No change | 6,691 | $1.0M |
| Kintra Wealth, LLC | 0.07% | New | 6,937 | $1.0M |
| Condor Capital Management | 0.09% | No change | 6,928 | $1.0M |
| Taylor & Morgan Wealth Management, LLC | 0.58% | Add +26.4% | 6,902 | $1.0M |
| Chatham Capital Group, Inc. | 0.15% | Add +1.3% | 6,881 | $1.0M |
| Elevatus Welath Management | 0.53% | Add +6.2% | 6,878 | $1.0M |
| Apollon Financial, LLC | 0.14% | Add +1.4% | 6,871 | $1.0M |
| Stratos Investment Management, LLC | 0.04% | Reduce -40.0% | 6,825 | $1.0M |
| Moors & Cabot, Inc. | 0.04% | Add +238.8% | 6,813 | $1.0M |
| Westbourne Investment Advisors, Inc. | 0.29% | Add +1.5% | 6,800 | $1.0M |
| Keating Financial Advisory Services, Inc. | 0.16% | Add +1.1% | 6,777 | $1.0M |
| Concord Asset Management, LLC | 0.17% | Reduce -2.3% | 6,746 | $999K |
| Compass Financial Group, INC | 0.14% | Reduce -4.4% | 6,742 | $998K |
| Argent Trust Co | 0.03% | Add +8.1% | 6,717 | $995K |
| American National Bank of Texas | 0.95% | Reduce -0.9% | 6,714 | $994K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | New | 6,700 | $992K |
| Corus Family Wealth Advisors | 0.80% | No change | 6,627 | $981K |
| ORBA Wealth Advisors, L.L.C. | 1.17% | No change | 6,620 | $980K |
| Beaumont Financial Advisors, LLC | 0.07% | Add +0.0% | 6,603 | $978K |
| Cauble & Harre Wealth Management, Inc. | 0.78% | Reduce -1.1% | 6,260 | $976K |
| Garton & Associates Financial Advisors LLC | 0.80% | Reduce -3.0% | 6,592 | $976K |
| Alamar Capital Management, LLC | 0.60% | No change | 6,585 | $975K |
| GWN Securities Inc. | 0.19% | Add +1.4% | 6,558 | $971K |
| Perryman Financial Advisory Inc. | 0.15% | Reduce -2.6% | 6,538 | $968K |
| Sovran Advisors, LLC | 0.08% | Reduce -3.7% | 6,133 | $964K |
| WealthSpring Partners, LLC | 0.88% | Add +0.1% | 6,499 | $962K |
| Uptown Financial Advisors LLC | 0.78% | Reduce -8.3% | 6,490 | $961K |
| BankPlus Trust Department | 0.26% | No change | 6,458 | $956K |
| Briaud Financial Planning Inc | 0.25% | Add +11.7% | 6,433 | $953K |
| Heartland Bank & Trust Co | 0.21% | New | 6,413 | $950K |
| Glenview Trust Co | 0.01% | Add +0.9% | 6,401 | $948K |
| Tompkins Financial Corp. | 0.08% | Add +30.2% | 6,384 | $945K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +0.0% | 6,067 | $942K |
| Oakmont Advisory Group, LLC | 0.96% | Reduce -1.5% | 6,344 | $940K |
| Fifth Third Securities, Inc. | 0.06% | Reduce -3.5% | 6,318 | $936K |
| Kirtland Hills Capital Management, LLC | 0.30% | Add +139.1% | 6,042 | $935K |
| Marco Investment Management LLC | 0.07% | No change | 6,300 | $933K |
| Brown Financial Advisory | 0.46% | Reduce -23.7% | 6,296 | $932K |
| Sax Wealth Advisors, LLC | 0.04% | No change | 6,472 | $929K |
| FourThought Financial Partners, LLC | 0.08% | No change | 6,266 | $928K |
| Coastline Complete Wealth LLC | 0.57% | Reduce -10.7% | 6,241 | $924K |
| Moneco Advisors, LLC | 0.07% | Add +28.6% | 6,205 | $919K |
| V2 Financial group LLC | 0.43% | No change | 6,200 | $918K |
| Jacobi Capital Management LLC | 0.05% | Add +21.6% | 6,148 | $910K |
| First Citizens Asset Management, Inc. | 0.32% | Add +7.7% | 6,142 | $910K |
| Asempa Wealth Advisors | 0.79% | Add +0.2% | 6,140 | $908K |
| Smith Salley Wealth Management | 0.05% | Reduce -74.1% | 6,131 | $908K |
| FOCUS Wealth Advisors, LLC | 0.44% | Add +0.0% | 6,108 | $905K |
| First National Bank of Mount Dora, Trust Investment Services | 0.20% | No change | 6,107 | $904K |
| Wynn Capital, LLC | 0.46% | No change | 6,065 | $898K |
| Eastern Bank | 0.02% | Add +186.1% | 6,059 | $897K |
| SigFig Wealth Management, LLC | 0.03% | Reduce -9.9% | 6,054 | $897K |
| Rockbridge Investment Management, LCC | 0.08% | Reduce -0.7% | 6,036 | $894K |
| Optivise Advisory Services LLC | 0.54% | Reduce -12.0% | 5,998 | $888K |
| Anson Capital, Inc. | 0.61% | Add +0.1% | 5,980 | $886K |
| Old Mission Investment Co LLC | 0.21% | Reduce -23.7% | 5,977 | $885K |
| Sterling Wealth Management, Inc. | 0.24% | No change | 5,967 | $884K |
| Interactive Financial Advisors, Inc. | 0.58% | Reduce -2.6% | 5,961 | $883K |
| QRG Capital Management, Inc. | 0.01% | Add +3.2% | 5,957 | $882K |
| Cahaba Wealth Management, Inc. | 0.06% | Add +17.0% | 5,922 | $877K |
| Northstar Financial Companies, Inc. | 0.70% | Add +52.0% | 5,917 | $876K |
| Cassady Wealth & Retirement Planning, LLC | 0.45% | Reduce -0.5% | 5,567 | $875K |
| Triad Wealth Partners, LLC | 0.07% | Add +32.8% | 5,899 | $874K |
| PDS Planning, Inc | 0.06% | Add +68.0% | 5,876 | $870K |
| Purkiss Capital Advisors LLC | 0.38% | Add +0.3% | 5,862 | $868K |
| Millstone Evans Group, LLC | 0.52% | Add +13.1% | 5,860 | $868K |
| Strategic Financial Concepts, LLC | 0.21% | Add +104.1% | 5,837 | $864K |
| Register Financial Advisors LLC | 0.32% | No change | 5,805 | $860K |
| Rathbones Group PLC | 0.00% | New | 5,750 | $852K |
| Tannin Capital LLC | 0.62% | Reduce -10.8% | 5,743 | $851K |
| Paces Ferry Wealth Advisors, LLC | 0.35% | Reduce -0.2% | 5,742 | $850K |
| Single Point Partners, LLC | 0.17% | Reduce -3.3% | 5,724 | $848K |
| Pitcairn Wealth Advisors LLC | 0.08% | No change | 5,890 | $845K |
| Horizon Investment Services, LLC | 0.29% | No change | 5,678 | $841K |
| Mogy Joel R Investment Counsel Inc. | 0.05% | Reduce -1.7% | 5,675 | $840K |
| Estate Counselors, LLC | 0.07% | Add +119.2% | 5,665 | $839K |
| Jackson, Grant Investment Advisers, Inc. | 0.28% | Add +0.3% | 5,662 | $839K |
| Elevate Wealth Advisory, Inc. | 0.53% | Reduce -5.0% | 5,654 | $837K |
| Relyea Zuckerberg Hanson LLC | 0.08% | No change | 5,652 | $837K |
| TruWealth Advisors, LLC | 0.04% | Reduce -3.5% | 5,623 | $833K |
| Bailard, Inc. | 0.02% | Reduce -1.8% | 5,620 | $832K |
| Resonant Capital Advisors, LLC | 0.04% | No change | 5,600 | $829K |
| Kiley Juergens Wealth Management, LLC | 0.15% | New | 5,586 | $827K |
| LaFleur & Godfrey LLC | 0.10% | Add +0.5% | 5,581 | $827K |
| Geneva Partners, LLC | 0.39% | Add +2.0% | 5,331 | $819K |
| Access Financial Services, Inc. | 0.29% | Reduce -0.9% | 5,509 | $816K |
| Bulwark Capital Corp | 0.50% | Reduce -1.6% | 5,481 | $812K |
| American State Bank (Iowa) | 0.39% | Reduce -1.1% | 5,473 | $811K |
| Steel Grove Capital Advisors, LLC | 0.09% | Reduce -82.2% | 5,441 | $806K |
| Capital Planning Advisors, LLC | 0.12% | No change | 5,437 | $805K |
| MLP3, LLC | 0.89% | No change | 5,430 | $804K |
| Garde Capital, Inc. | 0.05% | Add +2.2% | 5,420 | $803K |
| Pennington Partners & Co., LLC | 0.27% | Add +75.8% | 5,403 | $800K |
| Legend Capital Advisors LLC | 0.50% | Reduce -13.4% | 5,400 | $800K |
| Archford Capital Strategies, LLC | 0.09% | Reduce -1.8% | 5,397 | $799K |
| Destination Wealth Management | 0.02% | Add +5.6% | 5,393 | $799K |
| Ackerman Capital Advisors, LLC | 0.16% | Reduce -21.8% | 5,389 | $798K |
| Greenleaf Trust | 0.01% | No change | 5,389 | $798K |
| Willis Johnson & Associates, Inc. | 0.05% | Reduce -33.1% | 5,375 | $796K |
| Turning Point Benefit Group, Inc. | 0.51% | Reduce -7.9% | 5,352 | $796K |
| Gradient Capital Advisors, LLC | 0.20% | Reduce -1.3% | 5,307 | $786K |
| Quadrant Private Wealth Management, LLC | 0.12% | Add +4.6% | 5,274 | $781K |
| Mathes Company, Inc. | 0.29% | No change | 5,275 | $781K |
| Summit Wealth Group, LLC | 0.18% | No change | 5,261 | $779K |
| Sound Income Strategies, LLC | 0.04% | Add +2.0% | 5,213 | $771K |
| Fingerlakes Wealth Management, Inc. | 0.51% | Add +0.1% | 5,190 | $769K |
| Seamount Financial Group Inc. | 0.35% | Reduce -8.7% | 5,177 | $767K |
| Aldebaran Financial Inc. | 0.73% | Add +0.1% | 5,172 | $766K |
| FLC Capital Advisors | 0.14% | No change | 5,167 | $765K |
| Modern Wealth Management, LLC | 0.01% | Reduce -5.8% | 5,150 | $762K |
| TD Asset Management Inc | 0.00% | Add +0.7% | 5,135 | $760K |
| Mayfair Advisory Group, LLC | 0.26% | Add +3.1% | 5,106 | $756K |
| Richwood Investment Advisors, LLC | 0.58% | No change | 5,097 | $755K |
| Pension & Wealth Management Advisors, Inc. | 0.22% | Reduce -56.5% | 5,096 | $755K |
| WoodTrust Financial Corp | 0.10% | Reduce -9.9% | 5,091 | $754K |
| First Command Advisory Services, Inc. | 0.01% | Add +11.4% | 5,091 | $754K |
| San Luis Wealth Advisors LLC | 0.12% | Add +3.4% | 5,090 | $754K |
| Churchill Financial Advisors, LLC | 0.16% | Add +23.6% | 5,089 | $754K |
| Breakthru Advisory Services, LLC | 1.21% | No change | 5,077 | $752K |
| Cascade Wealth Advisors, Inc | 0.33% | Add +32.9% | 4,827 | $750K |
| Krilogy Financial LLC | 0.02% | Reduce -4.8% | 4,876 | $750K |
| XY Planning Network, Inc. | 0.12% | Add +6.2% | 5,045 | $746K |
| Aerodigm Wealth, LLC | 0.28% | No change | 5,031 | $745K |
| United Advisor Group, LLC | 0.09% | Add +35.4% | 5,018 | $743K |
| CM Wealth Advisors LLC | 0.16% | No change | 5,017 | $743K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -9.6% | 5,013 | $742K |
| Fusion Capital, LLC | 0.20% | Add +8.0% | 4,956 | $734K |
| Pine Valley Investments Ltd Liability Co | 0.04% | Add +9.0% | 4,941 | $732K |
| FSB Premier Wealth Management, Inc. | 0.23% | Add +14.6% | 4,925 | $729K |
| MV Capital Management, Inc. | 0.07% | No change | 4,912 | $727K |
| Arbor Wealth Advisors LLC | 0.51% | No change | 4,909 | $727K |
| Ascentis Independent Advisors | 0.06% | Add +93.1% | 4,907 | $727K |
| Aaron Wealth Advisors LLC | 0.04% | No change | 4,888 | $724K |
| DiPaolo Financial Group, Inc. | 0.53% | Add +2.1% | 4,871 | $721K |
| McAlister, Sweet & Associates, Inc. | 0.45% | Reduce -0.7% | 4,866 | $721K |
| Bayban | 0.63% | Reduce -7.9% | 4,863 | $720K |
| TCI Wealth Advisors, Inc. | 0.04% | Add +0.1% | 4,863 | $720K |
| Advance Capital Management, Inc. | 0.03% | Add +0.0% | 4,860 | $720K |
| Meridian Management Co. | 0.18% | No change | 4,855 | $719K |
| Bfsg, LLC | 0.07% | Reduce -1.4% | 4,854 | $719K |
| Invictus Private Wealth, LLC | 0.04% | Reduce -0.3% | 4,843 | $717K |
| Becker Capital Management Inc. | 0.02% | Add +19.6% | 4,838 | $716K |
| Barry Investment Advisors, LLC | 0.16% | Add +0.1% | 4,802 | $711K |
| Cedar Wealth Management, LLC | 0.21% | No change | 4,798 | $711K |
| Covenant Asset Management, LLC | 0.15% | Reduce -0.6% | 4,794 | $710K |
| Lantern Wealth Advisors, LLC | 0.36% | Add +25.1% | 4,790 | $709K |
| Van Hulzen Asset Management, LLC | 0.05% | Reduce -1.2% | 4,776 | $707K |
| Wetzel Investment Advisors, Inc. | 0.28% | Reduce -0.8% | 4,771 | $707K |
| Soltis Investment Advisors LLC | 0.05% | Add +9.5% | 4,768 | $706K |
| Boston Family Office LLC | 0.05% | Add +0.6% | 4,768 | $706K |
| Sandbox Financial Partners, LLC | 0.20% | Add +1.3% | 4,750 | $703K |
| Facet Wealth, Inc. | 0.01% | Reduce -48.1% | 4,734 | $701K |
| Winthrop Advisory Group LLC | 0.06% | Add +0.5% | 4,695 | $695K |
| BCM Advisors, LLC | 0.14% | No change | 4,478 | $695K |
| Caldwell Trust Co | 0.06% | Reduce -14.6% | 4,692 | $695K |
| Insight Advisors, LLC/ PA | 0.13% | Reduce -26.1% | 4,671 | $692K |
| Everest Financial Group LLC | 0.11% | New | 4,629 | $686K |
| TritonPoint Partners, LLC | 0.25% | New | 4,624 | $685K |
| AlphaCore Capital LLC | 0.02% | Reduce -4.5% | 4,612 | $683K |
| Equity Wealth Partners, LLC | 0.44% | Reduce -0.9% | 4,609 | $683K |
| Merited Wealth, LLC | 0.56% | Add +6.2% | 4,580 | $678K |
| NTV Asset Management LLC | 0.07% | No change | 4,578 | $678K |
| Brio Consultants, LLC | 0.08% | Reduce -0.1% | 4,334 | $678K |
| Hantz Financial Services, Inc. | 0.01% | Add +3.1% | 4,555 | $675K |
| Quadrant Capital Group LLC | 0.02% | No change | 4,541 | $673K |
| Green Ridge Wealth Planning LLC | 0.35% | No change | 4,535 | $672K |
| Alpine Bank Wealth Management | 0.10% | No change | 4,534 | $671K |
| HHM Wealth Advisors, LLC | 0.08% | Add +1.3% | 4,529 | $671K |
| Hubbell Strickland Wealth Management, LLC | 0.27% | Add +0.2% | 4,524 | $670K |
| Ade, LLC | 0.32% | Reduce -0.6% | 4,522 | $670K |
| Fiducient Advisors LLC | 0.09% | Reduce -37.7% | 4,517 | $669K |
| First National Advisers, LLC | 0.10% | No change | 4,475 | $663K |
| Ballast Rock Private Wealth LLC | 0.37% | Reduce -0.0% | 4,467 | $662K |
| Horizon Investments, LLC | 0.01% | Add +99.8% | 4,464 | $661K |
| Aberdeen Wealth Management LLC | 0.30% | Add +0.0% | 4,464 | $661K |
| Legacy Wealth Advisors, LLC | 0.34% | Add +0.9% | 4,449 | $659K |
| Perennial Investment Advisors, LLC | 0.05% | Add +106.0% | 4,438 | $657K |
| Koenig Investment Advisory, LLC | 0.56% | Add +0.3% | 4,436 | $657K |
| Element Wealth, LLC | 0.27% | Add +5.2% | 4,435 | $657K |
| Summit Wealth & Retirement Planning, Inc. | 0.16% | Reduce -5.3% | 4,434 | $657K |
| Libra Wealth LLC | 0.18% | Reduce -1.5% | 4,429 | $656K |
| Sound Portfolio Advisors, LLC | 0.53% | Reduce -13.8% | 4,416 | $654K |
| Pittenger & Anderson Inc. | 0.03% | Add +0.8% | 4,416 | $654K |
| BSW Wealth Partners | 0.08% | Add +35.3% | 4,415 | $654K |
| TrueWealth Advisors, LLC | 0.16% | No change | 4,412 | $653K |
| Frisch Financial Group, Inc. | 0.14% | Add +0.1% | 4,393 | $651K |
| Charis Legacy Partners, LLC | 0.95% | No change | 4,393 | $651K |
| Colonial Trust Co / SC | 0.09% | Add +8.4% | 4,390 | $650K |
| Mason Investment Advisory Services, Inc. | 0.03% | Reduce -3.9% | 4,384 | $649K |
| KRM Wealth Management L.L.C. | 0.34% | Reduce -6.9% | 4,383 | $649K |
| Tanglewood Legacy Advisors, LLC | 0.23% | No change | 4,383 | $649K |
| Bragg Financial Advisors, Inc | 0.02% | Reduce -3.5% | 4,382 | $649K |
| Florida Financial Advisors, LLC | 0.16% | Reduce -32.4% | 4,379 | $649K |
| Meridian Financial Advisors, LLC | 0.35% | Add +0.1% | 4,375 | $648K |
| Keystone Wealth Services, LLC | 0.14% | Reduce -0.0% | 4,370 | $647K |
| SeaCrest Wealth Management, LLC | 0.07% | Add +8.5% | 4,361 | $646K |
| Ledyard National Bank | 0.06% | Add +19.3% | 4,347 | $644K |
| ICONIQ Capital, LLC | 0.01% | Add +0.0% | 4,331 | $641K |
| Cutler Investment Counsel LLC | 0.07% | Add +0.4% | 4,329 | $641K |
| Invested Advisors | 0.65% | Reduce -0.1% | 4,318 | $640K |
| Community Trust & Investment Co. | 0.03% | Reduce -8.9% | 4,307 | $638K |
| Hirtle & Co., LLC | 0.02% | No change | 4,306 | $638K |
| Cerity Partners Retirement Plan Advisors LLC | 0.32% | — | 4,284 | $634K |
| ProVise Management Group, LLC | 0.05% | Add +0.1% | 4,269 | $632K |
| SWS Partners | 0.16% | Add +0.3% | 4,266 | $632K |
| Verum Partners LLC | 0.12% | Add +0.3% | 4,260 | $631K |
| Integrated Investment Consultants, LLC | 0.13% | Reduce -66.7% | 4,259 | $631K |
| Mustard Seed Financial, LLC | 0.38% | Reduce -12.6% | 4,253 | $630K |
| Scott & Selber, Inc. | 0.16% | Add +0.1% | 4,242 | $628K |
| Ipsen Advisor Group LLC | 0.44% | Reduce -1.6% | 4,238 | $628K |
| Altrius Capital Management Inc | 0.12% | Add +12.0% | 4,237 | $627K |
| Saxony Capital Management, LLC | 0.36% | Add +19.1% | 4,208 | $623K |
| Hengehold Capital Management LLC | 0.05% | Add +0.6% | 4,207 | $623K |
| Wealth Alliance, LLC | 0.06% | Reduce -6.6% | 4,204 | $623K |
| Snider Financial Group | 0.19% | Reduce -48.3% | 4,194 | $621K |
| Triumph Capital Management | 0.13% | Add +1.1% | 4,185 | $620K |
| FWG Investments, LLC. | 0.39% | Add +49.8% | 4,181 | $619K |
| Sage Mountain Advisors LLC | 0.04% | No change | 4,180 | $619K |
| Next Level Private LLC | 0.14% | Add +3.0% | 4,161 | $616K |
| Whalerock Point Partners, LLC | 0.12% | No change | 4,158 | $616K |
| Brookwood Investment Group LLC | 0.08% | No change | 4,155 | $615K |
| Matthew Goff Investment Advisor, LLC | 0.10% | New | 4,132 | $612K |
| Private Client Services, LLC | 0.18% | Add +0.3% | 4,124 | $611K |
| Mitchell McLeod Pugh & Williams Inc. | 0.09% | Add +0.6% | 4,124 | $611K |
| Brown, Lisle/Cummings, Inc. | 0.15% | No change | 4,110 | $609K |
| XTX Topco Ltd | 0.01% | New | 4,109 | $609K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -6.2% | 4,107 | $608K |
| Mitchell Sinkler & Starr | 0.28% | No change | 4,095 | $606K |
| Fortitude Advisory Group L.L.C. | 0.27% | Add +0.1% | 4,084 | $605K |
| LiftPoint Family Wealth Advisors LLC | 0.50% | New | 4,068 | $602K |
| EFG International AG | 0.01% | No change | 4,053 | $600K |
| Quotient Wealth Partners, LLC | 0.02% | Reduce -9.8% | 4,026 | $596K |
| Empower Advisory Group, LLC | 0.00% | Reduce -23.2% | 4,007 | $593K |
| Northeast Investment Management | 0.02% | No change | 4,004 | $593K |
| Summa Corp. | 0.24% | No change | 4,000 | $592K |
| Lee Danner & Bass Inc. | 0.04% | Reduce -30.7% | 3,992 | $591K |
| MWA Asset Management | 0.32% | Add +2.5% | 3,989 | $591K |
| Macco Financial Group, Inc. | 0.45% | New | 3,977 | $589K |
| Capital Square, LLC | 0.27% | New | 3,793 | $588K |
| Bay Rivers Group | 0.24% | No change | 3,968 | $588K |
| Tower View Wealth Management LLC | 0.30% | Add +8.5% | 3,964 | $587K |
| Emergent Wealth Advisors, LLC | 0.35% | Add +3.1% | 3,963 | $587K |
| Cfo Capital Management LLC | 0.48% | Reduce -14.5% | 4,033 | $587K |
| MBE Wealth Management, LLC | 0.24% | Add +7.6% | 3,960 | $587K |
| Ames National Corp. | 0.35% | No change | 3,955 | $586K |
| S.A. Mason LLC | 0.22% | No change | 3,938 | $583K |
| Paladin Advisory Group, LLC | 0.44% | Reduce -3.3% | 3,938 | $583K |
| St Germain D J Co. Inc. | 0.02% | Add +15.7% | 3,905 | $578K |
| Cura Wealth Advisors, LLC | 0.26% | Add +105.3% | 3,900 | $578K |
| Heritage Trust Co | 0.06% | No change | 3,878 | $574K |
| Harfst & Associates, Inc. | 0.10% | Add +11.7% | 3,876 | $574K |
| Wealth Effects LLC | 0.20% | No change | 3,858 | $571K |
| Mosaic Financial Group, LLC | 0.41% | Add +0.2% | 3,857 | $571K |
| FWG Holdings, LLC | 0.22% | Add +14.7% | 3,840 | $571K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -1.2% | 3,855 | $571K |
| Wealthstar Advisors, LLC | 0.34% | Reduce -5.7% | 3,844 | $569K |
| Carnegie Lake Advisors LLC | 0.23% | No change | 3,838 | $568K |
| KG Capital Management | 0.41% | Reduce -2.4% | 3,837 | $568K |
| Gradient Investments LLC | 0.01% | Add +145.1% | 3,836 | $568K |
| Laraway Financial Advisors Inc | 0.40% | Add +2.1% | 3,820 | $566K |
| Keystone Global Partners, LLC | 0.25% | No change | 3,813 | $565K |
| MMBG Investment Advisors Co. | 0.05% | Add +1.2% | 3,805 | $564K |
| Allegheny Financial Group | 0.08% | Add +0.2% | 3,799 | $563K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -14.7% | 3,790 | $561K |
| Aspen Wealth Management LLC | 0.11% | Add +0.1% | 3,782 | $560K |
| RCW Management, LLC | 0.57% | No change | 3,780 | $560K |
| LCNB Corp. | 0.19% | No change | 3,770 | $558K |
| American Institute for Advanced Investment Management, LLP | 0.36% | No change | 3,765 | $558K |
| Integris Wealth Management, LLC | 0.13% | No change | 3,763 | $557K |
| Scarborough Advisors, LLC | 0.06% | New | 3,757 | $556K |
| Richardson Capital Management LLC | 0.27% | Reduce -67.0% | 3,736 | $553K |
| Aft, Forsyth & Company, Inc. | 0.26% | Add +0.1% | 3,730 | $553K |
| FSM Wealth Advisors, LLC | 0.07% | Reduce -16.6% | 3,727 | $552K |
| Semus Wealth Partners LLC | 0.31% | Add +0.4% | 3,725 | $552K |
| GenTrust, LLC | 0.02% | No change | 3,716 | $550K |
| Constant Guidance Financial LLC | 0.38% | New | 3,714 | $550K |
| Heritage Family Offices, LLP | 0.24% | No change | 3,708 | $549K |
| Sage Financial Group Inc. | 0.04% | Add +1.3% | 3,701 | $548K |
| Elgethun Capital Management | 0.09% | No change | 3,700 | $548K |
| Schiavi & Co LLC | 0.16% | New | 3,691 | $547K |
| Legacy Edge Advisors, LLC | 0.06% | Add +12.5% | 3,681 | $545K |
| First Heartland Consultants, Inc. | 0.04% | Reduce -3.9% | 3,681 | $545K |
| Hurlow Wealth Management Group, Inc. | 0.13% | No change | 3,677 | $545K |
| Commonwealth Retirement Investments LLC | 0.17% | Reduce -1.9% | 3,664 | $543K |
| Expressive Wealth LLC | 0.52% | New | 3,450 | $541K |
| Provenance Wealth Advisors, LLC | 0.06% | No change | 3,653 | $541K |
| Stillwater Wealth Management Group | 0.33% | Add +61.3% | 3,651 | $541K |
| Van Den Berg Management I, Inc. | 0.12% | Add +27.6% | 3,647 | $540K |
| McAdam, LLC | 0.02% | Reduce -1.6% | 3,635 | $538K |
| Syntegra Private Wealth Group, LLC | 0.05% | Add +0.5% | 3,619 | $536K |
| Arkfeld Wealth Strategies, L.L.C. | 0.17% | Add +0.5% | 3,482 | $533K |
| Reliant Investment Partners, LLC | 0.44% | Add +0.2% | 3,594 | $532K |
| Blue Fin Capital, Inc. | 0.09% | No change | 3,593 | $532K |
| Milestone Asset Management Group, LLC | 0.31% | Add +4.8% | 3,592 | $532K |
| Detalus Advisors, LLC | 0.12% | Reduce -37.5% | 3,591 | $532K |
| Stevens Capital Partners | 0.13% | Add +12.7% | 3,590 | $532K |
| Granite Group Advisors, LLC | 0.32% | Reduce -0.8% | 3,564 | $531K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 3,574 | $529K |
| Pure Financial Advisors, LLC | 0.01% | Add +22.6% | 3,570 | $529K |
| Norden Group LLC | 0.05% | Reduce -43.3% | 3,567 | $528K |
| Innovative Wealth Building LLC | 0.37% | Add +71.9% | 3,553 | $526K |
| Essential Partners LLC | 0.18% | Reduce -2.6% | 3,551 | $526K |
| Manuka Financial, LLC | 0.32% | Add +0.2% | 3,547 | $525K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -42.2% | 3,529 | $523K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +26.8% | 3,524 | $522K |
| Retirement Income Solutions, Inc. | 0.09% | Add +2.1% | 3,518 | $521K |
| Calder Financial LLC | 0.52% | Add +20.0% | 3,510 | $519K |
| Friday Financial | 0.18% | No change | 3,499 | $518K |
| Mars Jewett Financial Group, Inc. | 0.16% | No change | 3,498 | $518K |
| Simmons Bank | 0.03% | No change | 3,475 | $515K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 3,461 | $513K |
| Prosperity Consulting Group, LLC | 0.02% | No change | 3,458 | $512K |
| Hanson & Doremus Investment Management | 0.06% | Reduce -2.5% | 3,456 | $512K |
| Trust Co. of Toledo NA | 0.05% | Add +15.0% | 3,455 | $512K |
| Montag A & Associates Inc. | 0.02% | No change | 3,455 | $512K |
| Select Asset Management & Trust | 0.16% | Reduce -97.5% | 3,437 | $509K |
| TCV Trust & Wealth Management, Inc. | 0.04% | No change | 3,435 | $509K |
| Willner & Heller, LLC | 0.38% | Reduce -1.1% | 3,433 | $508K |
| GDS Wealth Management | 0.03% | Add +2.4% | 3,428 | $508K |
| Guardian Capital, LLC | 0.49% | Add +28.4% | 3,425 | $507K |
| Comprehensive Financial Planning, Inc. | 0.35% | Add +0.4% | 3,412 | $505K |
| Asset One Wealth Management LLC | 0.06% | Add +12.8% | 3,271 | $505K |
| River Wealth Advisors LLC | 0.06% | Add +0.2% | 3,386 | $502K |
| Canandaigua National Corp. | 0.04% | — | 3,383 | $501K |
| Invst, LLC | 0.06% | Reduce -61.9% | 3,362 | $498K |
| Breachway Investments LLC | 0.48% | Add +0.1% | 3,351 | $496K |
| Latitude Advisors, LLC | 0.23% | Add +19.4% | 3,345 | $495K |
| Maltin Wealth Management, Inc. | 0.19% | Add +0.4% | 3,341 | $495K |
| Fortis Capital Advisors, LLC | 0.06% | Add +16.1% | 3,330 | $493K |
| Per Stirling Capital Management, LLC. | 0.05% | Add +3.6% | 3,329 | $493K |
| Passive Capital Management, LLC. | 0.15% | No change | 3,326 | $493K |
| Weitzel Financial Services, Inc. | 0.18% | No change | 3,305 | $491K |
| Atlantic Union Bankshares Corp | 0.01% | Reduce -3.8% | 3,309 | $490K |
| LexAurum Advisors, LLC | 0.06% | — | 3,303 | $489K |
| Steph & Co. | 0.14% | No change | 3,300 | $489K |
| Waterfront Wealth Inc. | 0.09% | Reduce -14.2% | 3,295 | $488K |
| Team Financial Group, LLC | 0.22% | Add +1.2% | 3,288 | $487K |
| Astoria Portfolio Advisors LLC. | 0.10% | Add +4.6% | 3,144 | $486K |
| KOM Wealth Management Group, LLC | 0.33% | Add +1.3% | 3,277 | $485K |
| Advisory Alpha, LLC | 0.01% | Reduce -4.0% | 3,262 | $483K |
| Peddock Capital Advisors, LLC | 0.11% | Add +0.0% | 3,261 | $483K |
| Mitchell & Pahl Private Wealth, LLC | 0.20% | No change | 3,256 | $482K |
| Curbstone Financial Management Corp | 0.09% | Reduce -3.0% | 3,250 | $481K |
| Great Lakes Retirement, Inc. | 0.05% | Reduce -31.3% | 3,250 | $481K |
| Teamwork Financial Advisors, LLC | 0.05% | Reduce -6.8% | 3,243 | $480K |
| Financial Network Wealth Advisors LLC | 0.49% | Reduce -3.0% | 3,242 | $480K |
| Trellis Wealth Advisors LLC | 0.18% | Add +0.6% | 3,218 | $477K |
| Hilton Head Capital Partners, LLC | 0.27% | Add +5.7% | 3,207 | $475K |
| Golden State Wealth Management, LLC | 0.05% | Reduce -20.8% | 3,206 | $475K |
| Wick Capital Partners, LLC | 0.09% | New | 3,206 | $475K |
| Alpine Woods Capital Investors, LLC | 0.11% | No change | 3,200 | $474K |
| Dearborn Partners LLC | 0.03% | Add +33.3% | 3,200 | $474K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 3,183 | $471K |
| Eagle Bay Advisors LLC | 0.41% | Add +4.8% | 3,174 | $470K |
| Kirkwood Financial Services | 0.17% | Add +0.6% | 3,162 | $468K |
| GHP Investment Advisors, Inc. | 0.02% | Add +0.7% | 3,160 | $468K |
| First Foundation Advisors | 0.02% | Reduce -1.6% | 3,143 | $465K |
| Dahring | Cusmano LLC | 0.29% | Add +0.6% | 3,141 | $465K |
| Main Management LLC | 0.03% | Reduce -0.9% | 3,138 | $465K |
| Cornerstone Financial Group, LLC | 0.30% | Reduce -13.8% | 2,970 | $465K |
| L. Roy Papp & Associates, LLP | 0.05% | Reduce -2.0% | 3,126 | $463K |
| Roberts Glore & Co. Inc. | 0.13% | No change | 3,118 | $462K |
| Syverson Strege & Co | 0.11% | No change | 3,114 | $461K |
| Cathy Pareto & Associates, Inc. | 0.31% | Reduce -0.5% | 3,112 | $461K |
| J. R. Prunier Capital Management LLC | 0.20% | No change | 3,108 | $460K |
| Wells Financial Advisors INC | 2.09% | Reduce -86.3% | 3,105 | $460K |
| Capital Asset Advisory Services LLC | 0.02% | Reduce -6.2% | 2,963 | $460K |
| Vannoy Advisory Group, Inc. | 0.29% | Reduce -3.7% | 3,101 | $459K |
| IMC-Chicago, LLC | 0.01% | New | 3,097 | $459K |
| AlphaCentric Advisors LLC | 0.46% | Add +6.3% | 3,096 | $459K |
| Exchange Bank | 0.32% | Add +10.7% | 3,085 | $457K |
| Novak & Powell Financial Services, Inc. | 0.25% | Add +0.5% | 3,084 | $457K |
| Quest 10 Wealth Builders, Inc. | 0.40% | Reduce -44.2% | 3,083 | $457K |
| SOA Wealth Advisors, LLC. | 0.09% | Reduce -9.9% | 3,082 | $457K |
| Barrett & Company, Inc. | 0.16% | No change | 3,075 | $455K |
| Forum Financial Management, LP | 0.01% | Add +5.7% | 3,065 | $454K |
| Mystic Asset Management, Inc. | 0.10% | Add +7.0% | 3,059 | $453K |
| L.K. Benson & Company, P.C. | 0.15% | Add +0.1% | 3,055 | $452K |
| Insight Wealth Strategies, LLC | 0.05% | Reduce -96.7% | 3,036 | $450K |
| CFS Investment Advisory Services, LLC | 0.03% | Reduce -6.9% | 2,892 | $449K |
| Aua Capital Management, LLC | 0.23% | Add +0.0% | 3,016 | $447K |
| Premier Path Wealth Partners, LLC | 0.06% | Add +0.3% | 3,008 | $445K |
| Leo H. Evart, Inc. | 0.38% | — | 3,003 | $445K |
| Tudor Financial Inc. | 0.23% | No change | 3,001 | $444K |
| Sandy Cove Advisors, LLC | 0.13% | Add +0.0% | 3,000 | $444K |
| Unconventional Investor, LLC | 0.21% | No change | 2,989 | $443K |
| United Financial Planning Group LLC | 0.26% | Reduce -17.9% | 2,983 | $442K |
| Old Second National Bank of Aurora | 0.09% | No change | 2,978 | $441K |
| Ingalls & Snyder LLC | 0.02% | No change | 2,960 | $438K |
| Newport Capital Group, LLC | 0.27% | Add +5.7% | 2,937 | $435K |
| Atlantic Family Wealth, LLC | 0.31% | New | 2,936 | $435K |
| Boston Trust Walden Corp | 0.00% | No change | 2,935 | $435K |
| Asset Advisory Group, Inc. | 0.22% | Add +0.2% | 2,935 | $435K |
| Raffa Wealth Management, LLC | 0.07% | Add +0.0% | 2,934 | $435K |
| HRC Wealth Management, LLC | 0.21% | Add +3.7% | 2,933 | $434K |
| Shulman DeMeo Asset Management LLC | 0.09% | Reduce -4.1% | 2,931 | $434K |
| Cyndeo Wealth Partners, LLC | 0.02% | Add +1.7% | 2,925 | $433K |
| Kagan Cocozza Asset Management | 0.30% | Reduce -4.0% | 2,914 | $432K |
| Fortress Private Ledger, LLC | 0.13% | New | 2,890 | $428K |
| Wealth Preservation Advisors, LLC | 0.36% | No change | 2,888 | $428K |
| Breakwater Capital Group | 0.06% | Add +0.1% | 2,875 | $426K |
| Westmount Partners, LLC | 0.10% | Add +0.5% | 2,873 | $426K |
| BCS Wealth Management | 0.09% | Reduce -44.1% | 2,871 | $425K |
| Sterling Investment Counsel, LLC | 0.12% | Add +0.2% | 2,862 | $424K |
| Foster Victor Wealth Advisors, LLC | 0.02% | Reduce -21.1% | 2,768 | $424K |
| Silver Coast Investments LLC | 0.13% | New | 2,855 | $423K |
| Foguth Wealth Management, LLC. | 0.05% | Add +34.0% | 2,654 | $422K |
| Calamos Wealth Management LLC | 0.01% | Add +9.7% | 2,843 | $421K |
| Calamos Advisors LLC | 0.00% | New | 2,843 | $421K |
| Optima Capital LLC | 0.19% | Add +11.4% | 2,835 | $420K |
| Clarity Wealth Advisors, LLC | 0.09% | Reduce -0.8% | 2,826 | $419K |
| New England Professional Planning Group Inc. | 0.17% | No change | 2,824 | $418K |
| Dravo Bay LLC | 0.17% | No change | 2,814 | $417K |
| Noble Family Wealth, LLC | 0.09% | Add +66.8% | 2,810 | $416K |
| PTM Wealth Management, LLC | 0.22% | Add +0.5% | 2,797 | $416K |
| BankChampaign, National Association | 0.41% | Add +2976.9% | 2,800 | $415K |
| Semitam Bonam LLC | 0.34% | No change | 2,797 | $414K |
| Selective Wealth Management, Inc. | 0.12% | Add +0.0% | 2,681 | $414K |
| Blom & Howell Financial Planning, Inc. | 0.41% | Reduce -24.2% | 2,796 | $414K |
| Smith Chas P & Associates Pa Cpas | 0.02% | Reduce -14.2% | 2,785 | $412K |
| Morris Financial Concepts, Inc. | 0.14% | Reduce -1.8% | 2,766 | $410K |
| Texas Yale Capital Corp. | 0.01% | Add +3.6% | 2,764 | $409K |
| Redwood Investment Management, LLC | 0.05% | Add +8.8% | 2,755 | $408K |
| Armbruster Capital Management, Inc. | 0.07% | Add +12.3% | 2,742 | $406K |
| Resurgent Financial Advisors LLC | 0.15% | Add +0.0% | 2,738 | $405K |
| Birch Hill Investment Advisors LLC | 0.02% | No change | 2,720 | $403K |
| Jefferies Financial Group Inc. | 0.01% | Add +0.6% | 2,707 | $401K |
| Chemistry Wealth Management LLC | 0.07% | No change | 2,701 | $400K |
| Cabana LLC | 3.14% | Add +17.5% | 2,698 | $400K |
| Principia Wealth Advisory, LLC | 0.23% | Reduce -4.0% | 2,700 | $399K |
| Plan Group Financial, LLC | 0.09% | Add +55.2% | 2,695 | $399K |
| Eagle Wealth Strategies LLC | 0.17% | Add +7.9% | 2,692 | $399K |
| Sage Capital Management, LLC | 0.19% | Add +0.6% | 2,680 | $397K |
| GeoWealth Management, LLC | 0.01% | Reduce -92.7% | 2,671 | $396K |
| Veridan Wealth LLC | 0.15% | Add +0.5% | 2,671 | $396K |
| Acropolis Investment Management, LLC | 0.02% | Reduce -0.1% | 2,671 | $396K |
| Cheviot Value Management, LLC | 0.04% | No change | 2,662 | $394K |
| HMV Wealth Advisors, LLC | 0.18% | No change | 2,650 | $392K |
| Castle Wealth Management LLC | 0.13% | Reduce -2.4% | 2,649 | $392K |
| Texas Bank & Trust Co | 0.15% | No change | 2,646 | $392K |
| Mullooly Asset Management, Inc. | 0.14% | New | 2,644 | $391K |
| RMR Capital Management, LLC | 0.28% | Add +14.7% | 2,643 | $391K |
| MilWealth Group LLC | 0.09% | No change | 2,633 | $390K |
| Maripau Wealth Management LLC | 0.17% | Add +50.3% | 2,620 | $388K |
| Third View Private Wealth, LLC | 0.05% | Reduce -1.5% | 2,617 | $388K |
| Calton & Associates, Inc. | 0.06% | Reduce -6.9% | 2,613 | $387K |
| First Wilshire Securities Management Inc. | 0.09% | No change | 2,600 | $385K |
| Waterway Wealth Management, LLC | 0.09% | New | 2,600 | $385K |
| Werba Rubin Papier Wealth Management | 0.05% | New | 2,592 | $384K |
| Institute for Wealth Management, LLC. | 0.04% | Add +4.9% | 2,590 | $384K |
| Kraft, Davis & Associates, LLC | 0.08% | Reduce -9.1% | 2,440 | $383K |
| Olde Wealth Management, LLC | 0.12% | Reduce -5.3% | 2,578 | $381K |
| Brightwater Advisory LLC | 0.25% | Reduce -3.8% | 2,572 | $381K |
| CWA Asset Management Group, LLC | 0.01% | Reduce -10.6% | 2,557 | $379K |
| Coastal Bridge Advisors, LLC | 0.03% | Reduce -19.4% | 2,555 | $378K |
| Marquette Asset Management, LLC | 0.06% | No change | 2,555 | $378K |
| CIBC Asset Management Inc | 0.00% | No change | 2,555 | $378K |
| Tenon Financial LLC | 0.15% | No change | 2,551 | $378K |
| Fisher Asset Management | 0.00% | Reduce -41.9% | 2,546 | $377K |
| TRUE Private Wealth Advisors | 0.04% | Reduce -85.4% | 2,534 | $375K |
| Canal Capital Management, LLC | 0.05% | Reduce -0.5% | 2,533 | $375K |
| Legacy Private Trust Co. | 0.02% | No change | 2,527 | $374K |
| Blue Trust, Inc. | 0.00% | Add +2.7% | 2,513 | $372K |
| Global Financial Private Client, LLC | 0.12% | No change | 2,511 | $372K |
| Mezzasalma Advisors, LLC | 0.09% | Reduce -3.9% | 2,504 | $371K |
| Wealth Management Strategies, Inc. | 0.17% | Add +0.1% | 2,503 | $371K |
| Davis R M Inc. | 0.01% | Add +9.9% | 2,495 | $370K |
| Moller Wealth Partners | 0.07% | Add +0.5% | 2,489 | $369K |
| Disciplined Investments, LLC | 0.13% | No change | 2,488 | $368K |
| Park Edge Advisors, LLC | 0.08% | Reduce -15.0% | 2,485 | $368K |
| Matrix Private Capital Group LLC | 0.18% | Add +39.0% | 2,479 | $367K |
| Berkshire Asset Management LLC | 0.02% | Reduce -1.0% | 2,478 | $367K |
| Kanawha Capital Management LLC | 0.03% | No change | 2,465 | $365K |
| Firestone Capital Management | 0.08% | Add +2.9% | 2,464 | $365K |
| Rodgers & Associates, LTD | 0.04% | No change | 2,462 | $365K |
| Channel Wealth LLC | 0.09% | Reduce -14.3% | 2,460 | $364K |
| Wescott Financial Advisory Group, LLC | 0.03% | Reduce -21.4% | 2,444 | $362K |
| Index Fund Advisors, Inc. | 0.02% | No change | 2,441 | $361K |
| Northwest Wealth Advisors, LLC | 0.26% | Add +0.1% | 2,436 | $361K |
| Vigil Wealth Management, LLC | 0.29% | No change | 2,435 | $361K |
| NBT Bank, N.A. | 0.02% | No change | 2,432 | $360K |
| Journey Advisory Group, LLC | 0.03% | Reduce -14.4% | 2,420 | $358K |
| Olistico Wealth, LLC | 0.18% | No change | 2,415 | $358K |
| Portside Wealth Group, LLC | 0.05% | Reduce -57.6% | 2,413 | $357K |
| Steinberganna Wealth Management | 0.17% | Add +0.4% | 2,409 | $357K |
| Baker Avenue Asset Management, LP | 0.01% | New | 2,409 | $357K |
| 49 Wealth Management, LLC | 0.03% | Add +0.3% | 2,407 | $356K |
| Hollencrest Capital Management | 0.01% | No change | 2,400 | $355K |
| MY Wealth Management Inc. | 0.34% | Add +36.5% | 2,750 | $355K |
| American Money Management, LLC | 0.06% | Reduce -3.1% | 2,391 | $354K |
| Johnson Bixby & Associates, LLC | 0.04% | Add +0.1% | 2,386 | $353K |
| Vista Capital Partners, Inc. | 0.04% | Reduce -6.1% | 2,384 | $353K |
| Aviance Capital Partners, LLC | 0.04% | No change | 2,377 | $352K |
| Goelzer Investment Management, Inc. | 0.02% | Reduce -2.8% | 2,364 | $350K |
| Norris Perne & French LLP | 0.02% | New | 2,359 | $349K |
| Patten & Patten Inc. | 0.02% | Add +1.6% | 2,357 | $349K |
| J2 Capital Management Inc | 0.24% | No change | 2,348 | $348K |
| CVFG LLC | 0.04% | New | 2,348 | $348K |
| Wealth Architects, LLC | 0.03% | Reduce -4.1% | 2,338 | $346K |
| S Harris Financial Group, LLC | 0.31% | Reduce -0.2% | 2,331 | $345K |
| Rezny Wealth Management, Inc. | 0.08% | No change | 2,330 | $345K |
| Appleton Partners Inc. | 0.02% | No change | 2,330 | $345K |
| Atwood & Palmer Inc. | 0.02% | Add +1069.8% | 2,328 | $345K |
| Advus Financial Partners, LLC | 0.09% | Add +0.5% | 2,325 | $344K |
| Clark Asset Management, LLC | 0.03% | No change | 2,322 | $344K |
| Reynders McVeigh Capital Management, LLC | 0.02% | New | 2,314 | $343K |
| Cape Ann Savings Bank | 0.17% | New | 2,312 | $342K |
| Naples Global Advisors, LLC | 0.03% | Add +10.9% | 2,311 | $342K |
| Godsey & Gibb, Inc. | 0.03% | No change | 2,310 | $342K |
| Trek Financial, LLC | 0.02% | Reduce -19.1% | 2,310 | $342K |
| Csenge Advisory Group | 0.02% | Add +3.9% | 2,307 | $342K |
| Ballast Financial Advisors LLC | 0.35% | Reduce -1.4% | 2,295 | $340K |
| Acorn Wealth Advisors, LLC | 0.10% | Add +59.6% | 2,295 | $340K |
| ZEGA Investments, LLC | 0.06% | Reduce -16.7% | 2,294 | $340K |
| Keebeck Wealth Management | 0.04% | Add +0.8% | 2,287 | $339K |
| Ghe, LLC | 0.14% | No change | 2,285 | $338K |
| Clearwater Capital Advisors, LLC | 0.03% | Add +19.3% | 2,284 | $338K |
| Approach Retirement Advisors, LLC | 0.28% | Add +0.5% | 2,279 | $338K |
| Smith & Howard Wealth Management, LLC | 0.07% | Add +19.4% | 2,278 | $337K |
| Castleview Partners, LLC | 0.17% | New | 2,271 | $336K |
| Cannell & Spears LLC | 0.01% | Reduce -8.8% | 2,269 | $336K |
| Ruggiero Investments, Inc. | 0.32% | New | 2,269 | $336K |
| Cascade Investment Advisors, Inc. | 0.20% | Reduce -13.5% | 2,250 | $333K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -56.0% | 2,243 | $332K |
| Cambridge Advisors Inc. | 0.06% | Add +5.5% | 2,241 | $332K |
| Fortis Group Advisors, LLC | 0.05% | No change | 2,240 | $332K |
| Princeton Global Asset Management LLC | 0.05% | Reduce -1.0% | 2,237 | $331K |
| Private Wealth Asset Management, LLC | 0.04% | No change | 2,237 | $331K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -25.0% | 2,237 | $331K |
| Henderson Brothers Financial Partners, LLC | 0.08% | — | 2,234 | $331K |
| Blue Sky Capital Consultants Group, Inc. | 0.16% | No change | 2,230 | $330K |
| Arta Finance Wealth Management LLC | 0.16% | Add +51.1% | 2,223 | $329K |
| 1776 Wealth LLC | 0.13% | Reduce -2.1% | 2,223 | $329K |
| Evercore Wealth Management, LLC | 0.01% | No change | 2,223 | $329K |
| LMG Wealth Partners, LLC | 0.06% | No change | 2,220 | $329K |
| Retirement Planning Group, LLC / NY | 0.21% | Add +0.3% | 2,215 | $328K |
| Perspective Wealth Advisors LLC | 0.21% | No change | 2,211 | $327K |
| Market Street Wealth Management Advisors LLC | 0.05% | No change | 2,203 | $326K |
| Edgestream Partners, L.P. | 0.01% | Add +15.3% | 2,203 | $326K |
| Brick & Kyle, Associates | 0.11% | Add +0.1% | 2,197 | $325K |
| Carroll Advisory Group, LLC | 0.13% | Add +24.5% | 2,193 | $325K |
| WESPAC Advisors, LLC | 0.18% | No change | 2,185 | $324K |
| Holistic Financial Partners | 0.12% | No change | 2,183 | $323K |
| USAdvisors Wealth Management, LLC | 0.11% | Add +0.5% | 2,214 | $322K |
| Chemung Canal Trust Co. | 0.07% | No change | 2,172 | $322K |
| Gray Private Wealth, LLC | 0.16% | No change | 2,172 | $322K |
| Strengthening Families & Communities, LLC | 0.08% | New | 2,169 | $321K |
| Phillips Wealth Planners LLC | 0.24% | Reduce -2.6% | 2,058 | $321K |
| Crusonia Wealth Advisors LLC | 0.07% | Add +2.4% | 2,164 | $320K |
| Cardinal Point Capital Management ULC | 0.02% | Reduce -4.4% | 2,163 | $320K |
| McGuire Capital Advisors Inc. | 0.20% | Reduce -2.0% | 2,151 | $319K |
| Winch Advisory Services, LLC | 0.07% | Add +0.5% | 2,142 | $317K |
| Diversified Enterprises, LLC | 0.02% | Add +0.4% | 2,142 | $317K |
| Meramec Financial Planners, LLC | 0.13% | No change | 2,042 | $317K |
| Client 1ST Advisory Group, LLC | 0.10% | Reduce -6.9% | 2,134 | $316K |
| Bernicke Wealth Management, Ltd. | 0.04% | Add +12.0% | 2,134 | $316K |
| Brooks, Moore & Associates, Inc. | 0.16% | Add +1.7% | 2,131 | $316K |
| Beacon Investment Advisory Services, Inc. | 0.01% | No change | 2,130 | $315K |
| Aurora Private Wealth, Inc. | 0.22% | Reduce -13.0% | 2,147 | $315K |
| Planning Directions Inc. | 0.16% | Add +3.0% | 2,124 | $315K |
| RIA Advisory Group LLC | 0.08% | Add +0.7% | 2,122 | $314K |
| Capital Investment Counsel, LLC | 0.04% | New | 2,118 | $314K |
| Moss Adams Wealth Advisors LLC | 0.02% | No change | 2,113 | $313K |
| Caldwell Sutter Capital, Inc. | 0.13% | Add +17.9% | 2,113 | $313K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +14229.0% | 8,811,881 | $312K |
| Blodgett Wealth Advisors, LLC | 0.25% | No change | 2,107 | $312K |
| Greenline Partners, LLC | 0.03% | Add +0.1% | 2,101 | $311K |
| Home Federal Bank of Tennessee | 0.08% | No change | 2,087 | $309K |
| Wheelhouse Advisory Group LLC | 0.10% | Add +2.7% | 2,085 | $309K |
| American Financial Advisors, LLC | 0.04% | Reduce -52.2% | 2,084 | $309K |
| Earned Wealth Advisors, LLC | 0.02% | Add +33.3% | 2,084 | $309K |
| Hudock, Inc. | 0.05% | Add +0.2% | 2,081 | $308K |
| Tucker Asset Management LLC | 0.09% | No change | 2,076 | $307K |
| Lake Street Private Wealth, LLC | 0.04% | Add +0.2% | 2,076 | $307K |
| Midwest Financial Group LLC | 0.13% | Add +0.3% | 2,076 | $307K |
| Headlands Technologies LLC | 0.03% | New | 2,069 | $306K |
| BLB&B Advisors, LLC | 0.01% | No change | 2,059 | $305K |
| Oregon Pacific Wealth Management, LLC | 0.32% | Reduce -21.8% | 2,058 | $305K |
| Bluespring Wealth Management, LLC | 0.03% | Add +0.2% | 2,054 | $304K |
| Brooklyn Investment Group | 0.01% | New | 2,054 | $304K |
| Strategic Financial Partners, Ltd. | 0.13% | No change | 2,040 | $302K |
| Twelve Points Wealth Management LLC | 0.07% | Reduce -10.0% | 2,033 | $301K |
| Commerce Advisors, LLC | 0.25% | — | 2,031 | $301K |
| Avalon Capital Management | 0.08% | Add +0.6% | 2,026 | $300K |
| Tennessee Valley Asset Management Partners | 0.04% | Reduce -7.8% | 2,019 | $299K |
| Bank Ozk | 0.10% | No change | 2,010 | $298K |
| Accredited Investors Inc. | 0.02% | Add +32.1% | 2,010 | $298K |
| Catalyst Private Wealth, LLC | 0.16% | No change | 2,002 | $296K |
| Kavar Capital Partners Group, LLC | 0.04% | New | 2,000 | $296K |
| PFC Capital Group, Inc. | 0.13% | No change | 2,000 | $296K |
| Campbell Deegan Wealth Management, LLC | 0.24% | Add +0.6% | 1,993 | $295K |
| Leigh Baldwin & Co., LLC | 0.19% | No change | 1,990 | $295K |
| Garden State Investment Advisory Services LLC | 0.07% | Add +5.7% | 1,988 | $295K |
| Revisor Wealth Management LLC | 0.08% | No change | 1,985 | $294K |
| Sterling Wealth Advisors Inc | 0.17% | No change | 1,892 | $293K |
| Tripletail Wealth Management, LLC | 0.40% | Add +2.6% | 1,980 | $293K |
| TSA Wealth Managment LLC | 0.09% | New | 1,980 | $293K |
| Center for Financial Planning, Inc. | 0.03% | Reduce -2.1% | 1,975 | $292K |
| Elmwood Wealth Management, Inc. | 0.08% | No change | 1,971 | $292K |
| Balance Wealth Partners LLC | 0.09% | Reduce -0.1% | 1,970 | $292K |
| Strategic Wealth Investment Group, LLC | 0.04% | Add +1.2% | 1,970 | $292K |
| Cape Investment Advisory, Inc. | 0.10% | Add +4.2% | 1,960 | $290K |
| Altfest L J & Co. Inc. | 0.03% | Reduce -52.9% | 1,956 | $290K |
| Colter Lewis Investment Partners LLC | 0.27% | Add +19.3% | 1,946 | $288K |
| Weik Capital Management | 0.11% | No change | 1,945 | $288K |
| Legacy Financial Group LLC | 0.04% | Add +0.1% | 1,945 | $288K |
| WealthPlan Investment Management, LLC | 0.02% | Add +0.4% | 1,940 | $287K |
| Paragon Private Wealth Management, LLC | 0.09% | Reduce -20.9% | 1,940 | $287K |
| Second Line Capital, LLC | 0.05% | Reduce -0.9% | 1,827 | $287K |
| Crestwood Advisors Group, LLC | 0.00% | New | 1,938 | $287K |
| Dunhill Financial, LLC | 0.07% | Add +0.1% | 1,930 | $286K |
| Dover Advisors, LLC | 0.12% | No change | 1,916 | $284K |
| Hopwood Financial Services, Inc. | 0.19% | No change | 1,914 | $283K |
| WestHill Financial Advisors, Inc. | 0.05% | No change | 1,914 | $283K |
| Gibraltar Capital Management, Inc. | 0.05% | No change | 1,911 | $283K |
| Investment Planning Advisors, Inc. | 0.08% | Add +1.1% | 1,906 | $282K |
| Concentrum Wealth Management | 0.08% | New | 1,900 | $281K |
| Cooper Financial Group | 0.03% | Reduce -4.9% | 1,900 | $281K |
| Ferguson Shapiro LLC | 0.09% | No change | 1,897 | $281K |
| Mindset Wealth Management, LLC | 0.08% | Add +1.0% | 1,892 | $280K |
| Galvin, Gaustad & Stein, LLC | 0.02% | Add +8.1% | 1,891 | $280K |
| Gibbs Wealth Management | 0.04% | New | 1,889 | $280K |
| Bokf, NA | 0.00% | Reduce -29.8% | 1,883 | $279K |
| Ameriflex Group, Inc. | 0.14% | Add +0.9% | 1,880 | $278K |
| Perkins Coie Trust Co | 0.05% | No change | 1,880 | $278K |
| Yanni & Associates Investment Advisors, LLC | 0.29% | No change | 1,874 | $278K |
| ARS Wealth Advisors Group, LLC | 0.02% | Add +2.5% | 1,874 | $278K |
| Seeds Investor LLC | 0.04% | New | 1,810 | $277K |
| McDonough Capital Management, Inc | 0.15% | No change | 1,869 | $277K |
| Weil Company, Inc. | 0.06% | New | 1,866 | $276K |
| Leading Edge Financial Planning LLC | 0.06% | Reduce -3.7% | 1,860 | $276K |
| BAM Wealth Management, LLC | 0.21% | Add +2.8% | 1,855 | $275K |
| Clifford Swan Investment Counsel LLC | 0.01% | Reduce -1.1% | 1,847 | $274K |
| Caitlin John, LLC | 0.16% | No change | 1,846 | $273K |
| AlTi Global, Inc. | 0.01% | Add +0.4% | 1,843 | $273K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 1,840 | $273K |
| ETF Store, Inc. | 0.26% | Add +0.4% | 1,837 | $272K |
| JB Capital LLC | 0.01% | Reduce -86.1% | 1,834 | $272K |
| Signature Equity Partners, LLC | 0.15% | Add +2.7% | 1,826 | $270K |
| Capital Management Associates, Inc | 0.06% | No change | 1,825 | $270K |
| Planning Center, Inc. | 0.03% | No change | 1,820 | $270K |
| Founders Capital Management | 0.13% | Add +0.2% | 1,813 | $269K |
| B.O.S.S. Retirement Advisors, LLC | 0.08% | Reduce -66.7% | 1,805 | $267K |
| Sather Financial Group Inc | 0.02% | Reduce -3.6% | 1,804 | $267K |
| Greenspring Advisors, LLC | 0.02% | No change | 1,802 | $267K |
| Vawter Financial, Ltd. | 0.11% | No change | 1,800 | $267K |
| Heritage Wealth Advisors | 0.01% | No change | 1,798 | $266K |
| Virtue Asset Management LLC | 0.22% | New | 1,795 | $266K |
| KFG Wealth Management, LLC | 0.03% | Add +0.3% | 1,795 | $266K |
| Koss-Olinger Consulting, LLC | 0.02% | Add +0.4% | 1,794 | $266K |
| Silver Oak Wealth Advisors Services, LLC | 0.17% | No change | 1,793 | $266K |
| Realta Investment Advisors | 0.09% | Reduce -28.7% | 1,792 | $265K |
| Alpha Financial Partners LLC | 0.16% | Reduce -1.4% | 1,791 | $265K |
| Red Crane Wealth Management, LLC | 0.22% | Add +0.4% | 1,790 | $265K |
| MRA Advisory Group | 0.11% | No change | 1,784 | $264K |
| West Branch Capital LLC | 0.07% | Reduce -4.9% | 1,782 | $264K |
| Financial Freedom, LLC | 0.13% | Add +0.3% | 1,780 | $264K |
| Sankala Group LLC | 0.22% | No change | 1,788 | $263K |
| Ehrlich Financial Group | 0.15% | Reduce -30.4% | 1,774 | $263K |
| Meriwether Wealth & Planning, LLC | 0.14% | No change | 1,766 | $262K |
| Vident Advisory, LLC | 0.00% | New | 1,765 | $262K |
| Philadelphia Trust Co. | 0.02% | No change | 1,765 | $261K |
| Financial Futures Ltd Liability Co. | 0.11% | Reduce -1.0% | 1,762 | $261K |
| Copia Wealth Management | 0.18% | Reduce -18.1% | 1,761 | $261K |
| Cornerstone Planning Group LLC | 0.03% | Add +29.8% | 1,666 | $260K |
| Kestra Investment Management, LLC | 0.00% | Add +2.4% | 1,754 | $260K |
| Monument Group Wealth Advisors, LLC | 0.14% | No change | 1,750 | $259K |
| PW Nova Financial Services LLC | 0.07% | Reduce -0.6% | 1,749 | $259K |
| Tanager Wealth Management LLP | 0.03% | Reduce -8.9% | 1,744 | $258K |
| West Michigan Advisors, LLC | 0.06% | Reduce -14.0% | 1,733 | $257K |
| Princeton Capital Management LLC | 0.07% | No change | 1,730 | $256K |
| KMG Fiduciary Partners, LLC | 0.02% | No change | 1,729 | $256K |
| Twin Peaks Wealth Advisors, LLC | 0.06% | No change | 1,726 | $256K |
| True North Advisors, LLC | 0.03% | No change | 1,721 | $255K |
| Bellevue Asset Management, LLC | 0.13% | Reduce -2.6% | 1,718 | $254K |
| Unified Investment Management | 0.26% | No change | 1,716 | $254K |
| Mullaney, Keating & Wright, Inc. | 0.14% | No change | 1,714 | $254K |
| Stone House Investment Management, LLC | 0.05% | Add +4.6% | 1,713 | $254K |
| Zacks Investment Management | 0.00% | New | 1,712 | $254K |
| Meridian Wealth Partners, LLC | 0.03% | No change | 1,700 | $252K |
| RiverFront Investment Group, LLC | 0.00% | No change | 1,700 | $252K |
| Nadler Financial Group, Inc. | 0.02% | No change | 1,691 | $250K |
| MA Private Wealth | 0.04% | No change | 1,687 | $250K |
| 626 Financial, LLC | 0.11% | No change | 1,686 | $250K |
| ZynergyRetirementPlanningLLC | 0.15% | Reduce -4.9% | 1,685 | $250K |
| Agate Pass Investment Management, LLC | 0.10% | Reduce -27.8% | 1,680 | $249K |
| Swmg, LLC | 0.07% | Reduce -1.3% | 1,675 | $248K |
| Bath Savings Trust Co | 0.03% | New | 1,674 | $248K |
| Everhart Financial Group, Inc. | 0.02% | Reduce -0.1% | 1,672 | $248K |
| Sentinel Pension Advisors, LLC | 0.04% | Reduce -6.8% | 1,670 | $247K |
| BWM Planning, LLC | 0.07% | Add +0.1% | 1,669 | $247K |
| RPg Family Wealth Advisory, LLC | 0.05% | New | 1,667 | $247K |
| PGIM Custom Harvest LLC | 0.00% | New | 1,665 | $247K |
| Van Cleef Asset Management,Inc | 0.03% | No change | 1,663 | $246K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -1.2% | 1,658 | $246K |
| Peachtree Investment Partners, LLC | 0.09% | Add +0.4% | 1,655 | $245K |
| Hazlett, Burt & Watson, Inc. | 0.08% | Add +4.2% | 1,654 | $245K |
| Strategic Advocates LLC | 1.08% | Reduce -81.5% | 1,642 | $243K |
| Lansing Street Advisors | 0.06% | Add +0.6% | 1,642 | $243K |
| G2 Capital Management, LLC / Oh | 0.06% | Reduce -12.0% | 1,639 | $243K |
| TruNorth Capital Management, LLC | 0.05% | No change | 1,638 | $243K |
| DMKC Advisory Services, LLC | 0.10% | Add +11.2% | 1,635 | $242K |
| Indiana Trust & Investment Management Co | 0.07% | Reduce -7.9% | 1,629 | $241K |
| Pacific Financial Group Inc. | 0.13% | No change | 1,628 | $241K |
| Atlatl Advisers LLC | 0.18% | No change | 1,621 | $240K |
| Lakeshore Financial Planning, Inc. | 0.09% | New | 1,615 | $239K |
| Beacon Capital Management, LLC | 0.04% | Add +2.4% | 1,610 | $238K |
| Slagle Financial, LLC | 0.08% | Reduce -53.5% | 1,604 | $237K |
| Cpwa, LLC | 0.28% | — | 1,523 | $237K |
| Fortem Financial Group, LLC | 0.06% | Reduce -7.8% | 1,600 | $237K |
| Ellenbecker Investment Group | 0.03% | New | 1,597 | $237K |
| Endeavor Private Wealth, Inc. | 0.07% | No change | 1,596 | $236K |
| First Western Trust Bank | 0.01% | No change | 1,590 | $235K |
| Financial Synergies Wealth Advisors, Inc. | 0.02% | Add +8.6% | 1,585 | $235K |
| Madrona Financial Services, LLC | 0.05% | Reduce -55.8% | 1,584 | $235K |
| Dana Investment Advisors, Inc. | 0.01% | Add +2.7% | 1,580 | $234K |
| Clarus Group, Inc. | 0.08% | No change | 1,575 | $233K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -3.1% | 1,574 | $233K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.08% | Reduce -0.2% | 1,572 | $233K |
| Evolution Advisers, Inc. | 0.10% | Reduce -6.5% | 1,569 | $232K |
| S&A Financial Services, Inc. | 0.16% | — | 1,564 | $232K |
| Crewe Advisors LLC | 0.02% | Reduce -2.6% | 1,562 | $231K |
| Security National Bank | 0.03% | Reduce -4.2% | 1,562 | $231K |
| Chapin Davis, Inc. | 0.05% | No change | 1,555 | $230K |
| Potentia Wealth | 0.09% | No change | 1,554 | $230K |
| CWS Financial Advisors, LLC | 0.06% | New | 1,534 | $227K |
| Vericrest Private Wealth | 0.20% | No change | 1,533 | $227K |
| Richardson Financial Services Inc. | 0.14% | No change | 1,527 | $226K |
| Brucke Financial, Inc. | 0.11% | Add +0.5% | 1,518 | $225K |
| Sightline Wealth Advisors, LLC | 0.09% | Reduce -73.9% | 1,511 | $224K |
| Strait & Sound Wealth Management LLC | 0.09% | No change | 1,508 | $223K |
| Jeppson Wealth Management, LLC | 0.07% | Reduce -2.5% | 1,500 | $222K |
| Ridge Creek Global, Inc | 0.19% | No change | 1,495 | $221K |
| Hara Capital LLC | 0.11% | Add +16.9% | 1,491 | $221K |
| Sequent Planning LLC | 0.05% | New | 1,487 | $220K |
| MPWM Advisory Solutions, LLC | 0.12% | Reduce -7.0% | 1,484 | $220K |
| Fluent Financial, LLC | 0.08% | No change | 1,432 | $219K |
| Presilium Private Wealth, LLC | 0.04% | Reduce -6.3% | 1,480 | $219K |
| Topsail Wealth Management, LLC | 0.03% | No change | 1,479 | $219K |
| Frazier Financial Advisors, LLC | 0.12% | No change | 1,478 | $219K |
| DiNuzzo Private Wealth, Inc. | 0.02% | No change | 1,476 | $219K |
| MBL Wealth, LLC | 0.02% | No change | 1,476 | $219K |
| Level Wealth Management LLC | 0.10% | Add +0.4% | 1,473 | $218K |
| Strategies Wealth Advisors, LLC | 0.02% | Add +1.4% | 1,471 | $218K |
| Eagle Harbor Asset Management Inc. | 0.19% | Reduce -4.4% | 1,470 | $218K |
| McKinley Carter Wealth Services, Inc. | 0.01% | Reduce -19.7% | 1,467 | $217K |
| Berkeley, Inc | 0.07% | No change | 1,466 | $217K |
| Atlas Brown,Inc. | 0.07% | Reduce -2.0% | 1,465 | $217K |
| Capasso Planning Partners LLC | 0.12% | No change | 1,464 | $217K |
| Sun Group Wealth Partners | 0.17% | No change | 1,462 | $217K |
| WBH Advisory Inc. | 0.02% | No change | 1,458 | $216K |
| SkyOak Wealth, LLC | 0.04% | No change | 1,455 | $215K |
| Independent Wealth Advisors LLC | 0.21% | Add +0.3% | 1,454 | $215K |
| Rockwood Wealth Management, LLC | 0.02% | No change | 1,452 | $215K |
| North Capital, Inc. | 0.18% | No change | 1,449 | $215K |
| Well Done, LLC | 0.03% | New | 1,445 | $214K |
| Headland Capital, LLC | 0.06% | Reduce -5.1% | 1,440 | $213K |
| Enclave Advisors LLC | 0.03% | Add +0.1% | 1,440 | $213K |
| Caliber Wealth Management, LLC / KS | 0.02% | Reduce -8.1% | 1,439 | $213K |
| Altus Wealth Group LLC | 0.09% | Add +0.1% | 1,437 | $213K |
| North Forty Two & Co. | 0.20% | No change | 1,436 | $213K |
| GAMMA Investing LLC | 0.01% | Add +47.0% | 1,436 | $213K |
| Eddie Patel Inc | 0.16% | New | 1,435 | $213K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -96.5% | 1,433 | $212K |
| Eley Financial Management, Inc | 0.08% | No change | 1,432 | $212K |
| Legacy Financial Strategies, LLC | 0.04% | No change | 1,430 | $212K |
| Tred Avon Family Wealth, LLC | 0.07% | No change | 1,428 | $212K |
| Cora Capital Advisors LLC | 0.07% | No change | 1,428 | $211K |
| Silicon Valley Capital Partners | 0.02% | Add +8.2% | 1,424 | $211K |
| Private Wealth Partners, LLC | 0.02% | No change | 1,423 | $211K |
| Sloy Dahl & Holst, LLC | 0.03% | No change | 1,415 | $210K |
| Spectrum Investment Advisors, Inc. | 0.10% | Reduce -36.6% | 1,411 | $209K |
| Northwest Quadrant Wealth Management, LLC | 0.04% | Add +0.6% | 1,405 | $208K |
| WPG Advisers, LLC | 0.15% | Reduce -1.3% | 1,403 | $208K |
| Kathmere Capital Management, LLC | 0.01% | New | 1,403 | $208K |
| Columbia Advisory Partners LLC | 0.13% | Reduce -7.5% | 1,402 | $208K |
| Joule Financial, LLC | 0.06% | New | 1,402 | $208K |
| Compton Wealth Advisory Group, LLC | 0.05% | No change | 1,403 | $208K |
| Hardin Capital Partners, LLC | 0.10% | New | 1,399 | $207K |
| DeLarme Wealth Management, Inc. | 0.13% | No change | 1,398 | $207K |
| Oxbow Advisors, LLC | 0.02% | No change | 1,397 | $207K |
| Private Management Group Inc. | 0.01% | Add +0.1% | 1,397 | $207K |
| Summit Global Investments | 0.01% | New | 1,390 | $206K |
| Tacita Capital Inc | 0.12% | No change | 1,390 | $206K |
| Vantage Point Financial LLC | 0.07% | New | 1,389 | $206K |
| Rialto Wealth Management, LLC | 0.05% | No change | 1,389 | $206K |
| Prosperity Planning, Inc. | 0.07% | Reduce -25.5% | 1,388 | $206K |
| Clarendon Private LLC | 0.16% | New | 1,387 | $205K |
| Sheets Smith Wealth Management | 0.02% | New | 1,386 | $205K |
| Orleans Capital Management Corp. | 0.14% | New | 1,386 | $205K |
| Opal Wealth Advisors, LLC | 0.05% | Reduce -22.3% | 1,385 | $205K |
| BlueStem Wealth Partners, LLC | 0.02% | New | 1,384 | $205K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 1,379 | $204K |
| Fortress Financial Group, LLC | 0.15% | New | 1,374 | $203K |
| Hamilton Point Investment Advisors, LLC | 0.03% | Reduce -16.8% | 1,372 | $203K |
| Able Wealth Management LLC | 0.05% | New | 1,370 | $203K |
| ShoreHaven Wealth Partners, LLC | 0.07% | New | 1,368 | $203K |
| Grove Bank & Trust | 0.02% | No change | 1,364 | $202K |
| Seelaus Asset Management LLC | 0.15% | Reduce -15.7% | 1,361 | $202K |
| Members Trust Co | 0.01% | New | 1,358 | $201K |
| City Holding Co. | 0.03% | No change | 1,357 | $201K |
| Intrua Financial, LLC | 0.02% | Reduce -34.1% | 1,357 | $201K |
| Base Wealth Management LLC | 0.11% | Reduce -6.8% | 1,354 | $201K |
| Rise Advisors, LLC | 0.07% | New | 1,354 | $200K |
| TFC Financial Management, Inc. | 0.02% | Add +462.4% | 1,333 | $197K |
| Walsh & Associates, LLC | 0.20% | No change | 1,332 | $197K |
| WealthShield Partners, LLC | 0.02% | Reduce -10.3% | 1,326 | $196K |
| Silver Oak Securities, Incorporated | 0.01% | Reduce -15.5% | 1,311 | $194K |
| Sachetta, LLC | 0.10% | Add +11.1% | 1,300 | $193K |
| Hamrick Investment Counsel, llc | 0.11% | New | 1,298 | $192K |
| Strive Financial Group ,LLC | 0.10% | Reduce -4.1% | 1,298 | $192K |
| Ogorek Anthony Joseph /NY/ | 0.05% | Add +604.9% | 1,297 | $192K |
| LGT Financial Advisors LLC | 0.94% | Reduce -6.2% | 1,233 | $183K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Reduce -0.6% | 1,232 | $182K |
| Pinnacle Bancorp, Inc. | 0.05% | Reduce -1.6% | 1,214 | $180K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | New | 1,207 | $179K |
| Entrust Financial LLC | 0.12% | Reduce -3.9% | 1,149 | $170K |
| Alerus Financial NA | 0.01% | Reduce -25.9% | 1,087 | $161K |
| Delta Asset Management LLC | 0.01% | No change | 1,048 | $155K |
| MTM Investment Management, LLC | 0.05% | No change | 1,045 | $155K |
| Abound Wealth Management | 0.04% | Add +1.2% | 1,043 | $154K |
| Robinswood Financial LLC | 0.05% | Add +16.7% | 1,043 | $154K |
| Silver Grove Financial Group, Inc. | 0.12% | New | 1,030 | $153K |
| Adkins Seale Capital Management LLC | 0.15% | No change | 1,000 | $148K |
| Rakuten Securities, Inc. | 0.06% | Add +88.5% | 997 | $148K |
| Stelac Advisory Services LLC | 0.03% | No change | 979 | $145K |
| Tsfg, LLC | 0.02% | Add +0.1% | 973 | $144K |
| Global Wealth Strategies & Associates | 0.04% | New | 968 | $143K |
| J.Safra Asset Management Corp | 0.01% | No change | 964 | $143K |
| Park Place Capital Corp | 0.03% | New | 953 | $141K |
| Evolution Wealth Management Inc. | 0.10% | Add +10.9% | 935 | $138K |
| IFG Advisory, LLC | 0.39% | Reduce -99.6% | 929 | $138K |
| True Link Financial Advisors, LLC | 0.01% | New | 900 | $133K |
| Blueline Advisors LLC | 0.10% | No change | 882 | $131K |
| Beaird Harris Wealth Management, LLC | 0.01% | Reduce -7.8% | 881 | $130K |
| Ballast Advisors LLC | 0.04% | No change | 868 | $129K |
| Kentucky Trust Co | 0.07% | No change | 861 | $128K |
| ESL Trust Services, LLC | 0.02% | Reduce -15.0% | 850 | $126K |
| Newton One Investments LLC | 0.03% | Reduce -34.3% | 846 | $125K |
| Cascades Capital Asset Management, LLC | 0.05% | Add +10.1% | 820 | $121K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 830 | $121K |
| DHJJ Financial Advisors, Ltd. | 0.04% | Reduce -10.3% | 800 | $119K |
| JDM Financial Group LLC | 0.04% | No change | 777 | $115K |
| WFA of San Diego, LLC | 0.09% | No change | 775 | $115K |
| Granville Capital, Inc. | 0.06% | No change | 760 | $113K |
| Napier Financial, LLC | 0.02% | New | 733 | $109K |
| Bullseye Investment Management, LLC | 0.06% | No change | 725 | $107K |
| Darwin Wealth Management, LLC | 0.03% | Add +0.3% | 724 | $107K |
| Global Trust Asset Management, LLC | 0.04% | Reduce -32.0% | 722 | $107K |
| Accent Capital Management, LLC | 0.05% | No change | 719 | $106K |
| Blume Capital Management, Inc. | 0.02% | Reduce -57.8% | 700 | $104K |
| Miller Capital Partners, Inc. | 0.05% | No change | 695 | $103K |
| Evergreen Advisors, LLC | 0.02% | New | 692 | $102K |
| Hurley Capital, LLC | 0.05% | Add +0.3% | 679 | $101K |
| Purpose Unlimited Inc. | 0.00% | New | 647 | $96K |
| Godfrey Financial Associates, Inc. | 0.08% | Add +8.4% | 644 | $95K |
| Tidemark, LLC | 0.02% | Reduce -24.6% | 627 | $93K |
| Ankerstar Wealth, LLC | 0.10% | Reduce -10.7% | 619 | $92K |
| CDKV Holdings LLC | 0.08% | Reduce -2.4% | 619 | $92K |
| Kimelman & Baird, LLC | 0.01% | Add +32.0% | 619 | $92K |
| Smallwood Wealth Investment Management, LLC | 0.05% | No change | 580 | $86K |
| Cedar Mountain Advisors, LLC | 0.02% | Reduce -18.1% | 579 | $86K |
| Versant Capital Management, Inc | 0.01% | No change | 577 | $85K |
| Noble Wealth Management PBC | 0.04% | Reduce -5.3% | 576 | $85K |
| Bay Harbor Wealth Management, LLC | 0.02% | Add +1.6% | 575 | $85K |
| Allianz SE | 0.00% | No change | 560 | $83K |
| Marshall & Sterling Wealth Advisors Inc. | 0.05% | Reduce -49.9% | 560 | $83K |
| Elevated Capital Advisors, LLC | 0.02% | No change | 559 | $83K |
| Missouri Trust & Investment Co | 0.02% | No change | 556 | $82K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.06% | No change | 555 | $82K |
| Certuity, LLC | 0.01% | Reduce -62.2% | 553 | $82K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Reduce -26.7% | 550 | $81K |
| Synergy Investment Management, LLC | 0.03% | New | 546 | $81K |
| Hilltop National Bank | 0.02% | No change | 542 | $80K |
| Bank of New Hampshire | 0.02% | No change | 532 | $79K |
| Albion Financial Group | 0.01% | New | 530 | $78K |
| CNB Bank | 0.03% | Add +20.6% | 528 | $78K |
| Clarity Asset Management, Inc. | 0.04% | Add +0.6% | 527 | $78K |
| Stance Capital LLC | 0.04% | New | 520 | $77K |
| Kennebec Savings Bank | 0.07% | Reduce -80.5% | 514 | $76K |
| Lodestone Wealth Management LLC | 0.03% | No change | 514 | $76K |
| CGC Financial Services, LLC | 0.02% | No change | 509 | $75K |
| Financial Connections Group, Inc. | 0.03% | No change | 502 | $74K |
| Minot DeBlois Advisors LLC | 0.07% | Add +42.6% | 499 | $74K |
| Osbon Capital Management LLC | 0.06% | Reduce -11.8% | 499 | $74K |
| Gill Capital Partners, LLC | 0.02% | New | 497 | $74K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | Reduce -19.9% | 486 | $72K |
| Basepoint Wealth LLC | 0.04% | Add +0.6% | 476 | $71K |
| Front Row Advisors LLC | 0.02% | Add +90.0% | 475 | $70K |
| Portfolio Resources Advisor Group, Inc. | 0.07% | No change | 472 | $70K |
| Truvestments Capital LLC | 0.01% | Add +320.4% | 454 | $67K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 450 | $67K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 447 | $66K |
| IAG Wealth Partners, LLC | 0.01% | Add +30.4% | 442 | $65K |
| Hughes Financial Services, LLC | 0.01% | No change | 432 | $64K |
| Pacifica Partners Inc. | 0.02% | No change | 426 | $63K |
| CrossGen Wealth, LLC | 0.06% | Add +1.7% | 424 | $63K |
| Graney & King, LLC | 0.03% | Add +0.2% | 418 | $62K |
| Winthrop Capital Management, LLC | 0.02% | No change | 409 | $61K |
| Harbor Asset Planning, Inc. | 0.05% | Add +0.8% | 401 | $59K |
| Nalls Sherbakoff Group, LLC | 0.04% | No change | 380 | $56K |
| Barnes Dennig Private Wealth Management LLC | 0.05% | No change | 364 | $54K |
| Trask Adam Roland | 0.05% | — | 360 | $53K |
| Align Financial, LLC | 0.03% | Reduce -99.4% | 360 | $53K |
| Basecamp Wealth Advisors LLC | 0.01% | Add +74.0% | 348 | $52K |
| Obsidian Cio, LLC | 0.05% | Add +0.6% | 346 | $51K |
| American National Bank & Trust | 0.00% | No change | 340 | $50K |
| Tradewinds Capital Management, LLC | 0.01% | Add +0.6% | 340 | $50K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -34.1% | 335 | $50K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 334 | $49K |
| Gen-Wealth Partners Inc | 0.02% | Reduce -23.1% | 332 | $49K |
| Financial Consulate, Inc. | 0.01% | No change | 329 | $49K |
| Corsicana & Co. | 0.03% | No change | 375 | $48K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 307 | $46K |
| Creative Capital Management Investments LLC | 0.01% | Reduce -26.6% | 303 | $45K |
| Clayton Financial Group LLC | 0.02% | No change | 294 | $44K |
| SJS Investment Consulting Inc. | 0.01% | No change | 294 | $44K |
| Nova Wealth Management, Inc. | 0.03% | No change | 289 | $43K |
| Main Street Group, LTD | 0.01% | New | 287 | $43K |
| Ulland Investment Advisors, LLC | 0.04% | No change | 285 | $42K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Reduce -20.0% | 280 | $41K |
| Resources Management Corp. /CT/ | 0.01% | No change | 276 | $41K |
| Bell Investment Advisors, Inc | 0.01% | Reduce -55.0% | 275 | $41K |
| DecisionPoint Financial, LLC | 0.01% | Reduce -19.7% | 245 | $36K |
| NFSG Corp | 0.01% | No change | 237 | $35K |
| Nemes Rush Group LLC | 0.00% | Add +15.7% | 236 | $35K |
| First United Bank & Trust | 0.01% | No change | 230 | $34K |
| Byrne Asset Management LLC | 0.02% | No change | 229 | $34K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.00% | No change | 223 | $33K |
| American Capital Advisory, LLC | 0.01% | No change | 216 | $32K |
| Dorato Capital Management | 0.02% | No change | 200 | $30K |
| West Financial Advisors, LLC | 0.01% | Reduce -53.2% | 200 | $30K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 200 | $30K |
| Barclays PLC | 0.00% | New | 200 | $30K |
| Burk Holdings LLC | 0.01% | New | 198 | $29K |
| Coston, McIsaac & Partners | 0.01% | Add +0.5% | 197 | $29K |
| Horrell Capital Management, Inc. | 0.01% | No change | 185 | $27K |
| PayPay Securities Corp | 0.93% | Add +75.8% | 174 | $27K |
| Chilton Capital Management LLC | 0.00% | No change | 177 | $26K |
| Protective Life Corp. | 0.08% | New | 171 | $25K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 170 | $25K |
| Sunrise Financial Services, LLC | 0.02% | Reduce -56.5% | 166 | $25K |
| Clearstead Trust, LLC | 0.00% | No change | 157 | $23K |
| Aventus Investment Advisors, Inc. | 0.02% | No change | 155 | $23K |
| Centennial Bank | 0.01% | No change | 153 | $23K |
| McIlrath & Eck, LLC | 0.00% | No change | 150 | $22K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 147 | $22K |
| Kozak & Associates, Inc. | 0.00% | No change | 140 | $21K |
| KERR FINANCIAL PLANNING Corp | 0.01% | Reduce -91.0% | 256 | $21K |
| Gilpin Wealth Management, LLC | 0.02% | No change | 140 | $21K |
| Birchwood Financial Partners, Inc. | 0.02% | New | 135 | $20K |
| Kelleher Financial Advisors | 0.01% | No change | 135 | $20K |
| 10Elms LLP | 0.01% | New | 126 | $19K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 125 | $19K |
| Essential Investment Partners LLC | 0.02% | No change | 120 | $18K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 118 | $17K |
| Reyes Financial Architecture, Inc. | 0.01% | No change | 112 | $17K |
| REAP Financial Group, LLC | 0.00% | Reduce -81.9% | 111 | $16K |
| JPL Wealth Management, LLC | 0.00% | New | 107 | $16K |
| Sittner & Nelson, LLC | 0.01% | No change | 105 | $16K |
| Pinney & Scofield, Inc. | 0.01% | No change | 100 | $15K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 100 | $15K |
| Private Wealth Management Group, LLC | 0.00% | No change | 100 | $15K |
| Davis Capital Management | 0.01% | No change | 94 | $14K |
| Lloyd Advisory Services, LLC. | 0.00% | Reduce -52.0% | 85 | $13K |
| Kingdom Financial Group LLC. | 0.00% | Reduce -95.5% | 85 | $13K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | New | 82 | $12K |
| PFS Partners, LLC | 0.01% | No change | 79 | $12K |
| Monetary Management Group Inc. | 0.00% | No change | 75 | $11K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 70 | $10K |
| Wolff Wiese Magana LLC | 0.01% | Add +109.7% | 65 | $10K |
| PlanVest Financial, Inc | 0.01% | — | 61 | $9K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 60 | $9K |
| Key Capital Management, INC | 0.01% | Reduce -99.2% | 58 | $9K |
| Merkkuri Wealth Advisors LLC | 0.01% | New | 56 | $8K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Reduce -3.7% | 52 | $8K |
| LRI Investments, LLC | 0.00% | Reduce -80.0% | 50 | $7K |
| Allianz Asset Management GmbH | 0.00% | No change | 45 | $7K |
| Premier Financial Group | 0.00% | No change | 41 | $6K |
| Curio Wealth, LLC | 0.00% | No change | 41 | $6K |
| Dakota Community Bank & Trust NA | 0.02% | Reduce -98.4% | 40 | $6K |
| Proathlete Wealth Management LLC | 0.00% | Reduce -96.8% | 39 | $6K |
| Clear Investment Research, LLC | 0.01% | New | 38 | $6K |
| Investment Research & Advisory Group, Inc. | 0.00% | No change | 38 | $6K |
| 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 |
| TopTier Wealth Management, LLC | 0.00% | New | 21 | $3K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | New | 20 | $3K |
| Benson Wealth Management INC | 0.00% | No change | 17 | $3K |
| Networth Advisors, LLC | 0.00% | Reduce -87.3% | 17 | $3K |
| RHL Group, LLC | 0.00% | No change | 16 | $2K |
| Navigoe, LLC | 0.00% | No change | 18 | $2K |
| TD Private Client Wealth LLC | 0.00% | Reduce -50.0% | 11 | $2K |
| Morse Asset Management, Inc | 0.00% | No change | 11 | $2K |
| IMG Wealth Management, Inc. | 0.00% | No change | 9 | $1K |
| Kilter Group LLC | 0.00% | No change | 3 | $407 |
| Retirement Wealth Solutions LLC | 0.00% | Add +100.0% | 2 | $224 |
| Hartford Financial Management Inc. | 0.00% | No change | 1 | $149 |
"% 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.