iShares Core U.S. AggregateAGGETF
13F holders, Q2 2024 (June 30)1,777holders +31
125new positions
105sold out
3famous investors
$96.83avg. 13F price*
At the end of Q2 2024, 1,777 institutions reported holding iShares Core U.S. Aggregate (AGG) in their 13F filings, up 31 from Q1 2024. 125 opened new positions and 105 sold out. The largest holders were Jones Financial Companies LLLP ($11.4B), Raymond James & Associates ($6.7B) and Wells Fargo & Company ($5.6B). 3 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- iShares Core U.S. Aggregate
- CUSIP
- 464287226
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 125 | $1.3B |
| Exits | 105 | $330.8M |
All 13F filers, Q1 2024 → Q2 2024: 92,670,684 shares bought and 28,935,503 shares sold, net +63,735,181 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,777 holders
| Jones Financial Companies LLLP | 13.13% | Add +22.6% | 117,027,398 | $11.4B |
| Raymond James & Associates | 4.38% | Add +4.0% | 68,688,883 | $6.7B |
| Wells Fargo & Company | 1.46% | Reduce -0.3% | 58,059,223 | $5.6B |
| BlackRock Inc. | 0.10% | Add +4.8% | 46,034,485 | $4.5B |
| Envestnet Asset Management Inc. | 1.49% | Add +11.8% | 44,077,554 | $4.3B |
| Bank of America Corp. | 0.39% | Add +1.2% | 41,588,111 | $4.0B |
| US Bancorp \de | 4.44% | Add +5.8% | 33,543,687 | $3.3B |
| Goldman Sachs Group Inc. | 0.53% | Add +9.9% | 27,716,999 | $2.7B |
| Morgan Stanley | 0.19% | Reduce -6.1% | 25,452,987 | $2.5B |
| Mercer Global Advisors Inc. | 5.07% | Add +9.7% | 19,344,478 | $1.9B |
| Betterment LLC | 4.65% | Add +4.9% | 18,484,532 | $1.8B |
| Northern Trust Corp. | 0.26% | Add +8.5% | 15,867,647 | $1.5B |
| Envestnet Portfolio Solutions, Inc. | 5.33% | Reduce -8.6% | 15,739,844 | $1.5B |
| JPMorgan Chase & Co. | 0.11% | Add +68.4% | 13,218,480 | $1.3B |
| Creative Planning | 1.34% | Add +2.5% | 12,959,116 | $1.3B |
| Charles Schwab Investment Management Inc. | 0.22% | Reduce -5.0% | 12,152,266 | $1.2B |
| Wealth Enhancement Advisory Services, LLC | 2.70% | Add +12.3% | 11,697,085 | $1.1B |
| Acorns Advisers, LLC | 11.48% | Add +5.9% | 11,044,228 | $1.1B |
| Ameriprise Financial Inc. | 0.27% | Add +1.1% | 10,171,335 | $992.8M |
| WealthNavi Inc. | 11.86% | Add +1.7% | 9,630,337 | $934.8M |
| First Citizens Bank & Trust Co. | 17.40% | Add +1.9% | 9,502,101 | $922.4M |
| Northwestern Mutual Wealth Management Co. | 0.85% | Add +5.4% | 8,916,290 | $865.5M |
| UBS Group AG | 0.26% | Reduce -7.7% | 8,672,130 | $841.8M |
| Tiaa Trust, National Association | 2.53% | Reduce -0.5% | 8,422,128 | $818.9M |
| PNC Financial Services Group, Inc. | 0.51% | Add +36.2% | 7,892,467 | $766.1M |
| FMR LLC | 0.05% | Reduce -2.0% | 7,552,032 | $733.1M |
| LPL Financial LLC | 0.34% | Add +5.4% | 6,961,480 | $675.8M |
| Mariner, LLC | 1.30% | Add +5.8% | 6,912,868 | $671.1M |
| Truist Financial Corp. | 0.98% | Reduce -2.9% | 6,647,367 | $645.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 4.16% | Add +1.1% | 6,488,003 | $629.8M |
| Prudential Financial Inc. | 0.90% | Reduce -15.0% | 6,198,381 | $601.7M |
| Factory Mutual Insurance Co. | 6.66% | Reduce -1.7% | 6,022,876 | $584.6M |
| Bank of New York Mellon Corp | 0.10% | Add +6.5% | 5,694,211 | $552.7M |
| Members Trust Co | 16.55% | Reduce -1.4% | 5,620,086 | $545.5M |
| Stifel Financial Corp. | 0.56% | Reduce -8.1% | 5,167,274 | $501.6M |
| State of Michigan Retirement System | 2.56% | New | 5,135,000 | $498.5M |
| Raymond James Financial Services Advisors, Inc. | 0.70% | Reduce -5.4% | 5,040,480 | $489.3M |
| Captrust Financial Advisors | 1.41% | New | 4,519,519 | $438.7M |
| United Services Automobile Association | 10.91% | Reduce -18.3% | 4,434,862 | $430.5M |
| Avantax Advisory Services, Inc. | 3.01% | Add +21.3% | 4,352,862 | $422.5M |
| Royal Bank of Canada | 0.10% | Add +6.0% | 4,184,046 | $406.1M |
| D.A. Davidson & Co. | 3.42% | Add +1.7% | 3,976,207 | $386.0M |
| Cetera Investment Advisers | 0.85% | Reduce -1.1% | 3,786,584 | $367.6M |
| Mackenzie Financial Corp. | 0.54% | Add +91.9% | 3,751,000 | $364.1M |
| Cerity Partners LLC | 0.93% | Add +86.3% | 3,524,932 | $342.2M |
| Allspring Global Investments Holdings, LLC | 0.51% | Add +59.0% | 3,246,635 | $315.2M |
| Citigroup Inc. | 0.30% | Add +1.9% | 3,217,592 | $312.3M |
| Janus Henderson Group PLC | 0.16% | Add +5.3% | 3,092,740 | $300.2M |
| SigFig Wealth Management, LLC | 10.21% | Add +0.7% | 2,800,508 | $271.5M |
| Vantagepoint Investment Advisers LLC | 34.64% | Add +52.7% | 2,593,298 | $251.7M |
| Jane Street Group, LLC | 0.27% | Add +1264.7% | 2,589,027 | $251.3M |
| Alliancebernstein L.P. | 0.09% | Add +7.9% | 2,577,462 | $250.2M |
| Balentine LLC | 10.84% | Reduce -1.5% | 2,457,591 | $238.6M |
| Mason Street Advisors, LLC | 32.06% | Add +74.5% | 2,454,300 | $238.2M |
| Dynasty Wealth Management, LLC | 6.84% | Add +12.2% | 2,390,221 | $232.0M |
| South Dakota Investment Council | 4.67% | No change | 2,344,500 | $227.6M |
| Quotient Wealth Partners, LLC | 7.88% | Add +12.1% | 2,318,385 | $225.0M |
| Blue Trust, Inc. | 2.88% | Reduce -0.1% | 2,143,672 | $210.0M |
| Commonwealth Equity Services, LLC | 0.31% | Reduce -11.3% | 1,995,018 | $193.7M |
| HighTower Advisors, LLC | 0.29% | Reduce -5.9% | 1,916,237 | $186.0M |
| Thrivent Financial for Lutherans | 0.36% | Add +21.3% | 1,827,788 | $177.4M |
| Summit Trail Advisors, LLC | 4.44% | Add +0.1% | 1,738,964 | $168.8M |
| Edgehill Endowment Partners, LLC | 25.32% | Reduce -11.2% | 1,719,245 | $166.9M |
| Simplify Asset Management Inc. | 14.42% | Add +186.4% | 1,692,591 | $164.3M |
| Axxcess Wealth Management, LLC | 4.37% | Add +2.5% | 1,650,710 | $160.2M |
| Stairway Partners, LLC | 12.55% | Add +7.8% | 1,645,227 | $159.7M |
| EP Wealth Advisors, LLC | 1.67% | Add +4.5% | 1,622,294 | $157.5M |
| Prime Capital Investment Advisors, LLC | 2.27% | Reduce -5.0% | 1,579,567 | $153.3M |
| Capital Asset Advisory Services LLC | 8.28% | Add +1.6% | 1,565,988 | $152.7M |
| HSBC Holdings PLC | 0.10% | Add +17.3% | 1,536,135 | $149.1M |
| Geisinger Health | 43.16% | Add +0.9% | 1,529,816 | $148.5M |
| O'shaughnessy Asset Management, LLC | 1.47% | Add +25.9% | 1,468,075 | $142.5M |
| Focus Partners Wealth | 0.47% | Add +138.6% | 1,447,998 | $140.6M |
| Cahaba Wealth Management, Inc. | 12.16% | Add +4.0% | 1,420,456 | $137.9M |
| Charter Oak Capital Management, LLC | 14.34% | Add +1.6% | 1,415,964 | $137.4M |
| GenTrust, LLC | 7.47% | Reduce -1.6% | 1,415,892 | $137.4M |
| Mitsubishi UFJ Trust & Banking Corp | 0.33% | No change | 1,413,455 | $137.2M |
| Osaic Holdings, Inc. | 0.31% | Add +9.3% | 1,371,529 | $133.2M |
| Forvis Mazars Wealth Advisors, LLC | 3.14% | Add +5.3% | 1,297,511 | $125.9M |
| Destination Wealth Management | 4.15% | Add +5.1% | 1,292,906 | $125.5M |
| Cambridge Investment Research Advisors, Inc. | 0.46% | Add +13.6% | 1,282,016 | $124.4M |
| Bank of Montreal | 0.04% | Reduce -12.0% | 1,268,562 | $124.3M |
| Brookstone Capital Management | 2.04% | Add +7.9% | 1,249,995 | $123.1M |
| Charles Schwab Trust Co | 11.25% | Add +2.9% | 1,252,532 | $121.6M |
| Country Trust Bank | 2.92% | Reduce -1.4% | 1,190,440 | $115.6M |
| Rebalance, LLC | 9.20% | Add +41.3% | 1,178,193 | $114.4M |
| Stamos Capital Partners, L.P. | 23.22% | Reduce -2.5% | 1,127,640 | $109.5M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.28% | Add +24.2% | 1,113,765 | $108.1M |
| Assetmark, Inc. | 0.33% | Add +3.0% | 1,095,326 | $106.3M |
| Mill Creek Capital Advisors, LLC | 2.65% | Add +5.4% | 1,074,314 | $104.3M |
| Graves Light Lenhart Wealth, Inc. | 11.39% | Add +0.9% | 1,034,877 | $99.6M |
| Rock Creek Group LLC | 13.20% | Add +0.5% | 1,283,660 | $98.9M |
| MML Investors Services, LLC | 0.39% | Reduce -8.1% | 1,005,845 | $97.6M |
| Principal Securities, Inc. | 2.67% | Add +6.3% | 996,026 | $96.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.07% | No change | 992,594 | $96.4M |
| Kingsview Wealth Management, LLC | 2.24% | Add +6.7% | 974,995 | $94.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 2.01% | Reduce -2.7% | 966,391 | $93.8M |
| Trajan Wealth LLC | 5.98% | Add +5.1% | 960,450 | $93.2M |
| Corient Private Wealth LP | 0.16% | Add +5.3% | 945,928 | $91.8M |
| Rational Advisors, Inc. | 8.98% | Reduce -5.0% | 924,888 | $89.8M |
| McKinley Carter Wealth Services, Inc. | 5.72% | Add +3.7% | 924,294 | $89.7M |
| NewEdge Advisors, LLC | 0.65% | Add +27.2% | 912,655 | $88.6M |
| Steward Partners Investment Advisory, LLC | 0.92% | Add +5.3% | 900,619 | $87.4M |
| 1832 Asset Management L.P. | 0.16% | Reduce -28.8% | 898,996 | $87.3M |
| Sumitomo Mitsui Financial Group, Inc. | 2.69% | Add +19.4% | 890,974 | $86.5M |
| Wesbanco Bank Inc. | 3.19% | Add +14.1% | 879,509 | $85.4M |
| Trust Co | 10.85% | Add +1.5% | 865,451 | $84.0M |
| Fisher Asset Management | 0.04% | Add +1.9% | 854,911 | $83.0M |
| Keybank National Association | 0.33% | Reduce -3.2% | 843,125 | $81.8M |
| Ritholtz Wealth Management | 2.69% | Add +8.1% | 840,501 | $81.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.40% | Add +7.3% | 816,537 | $79.7M |
| Beacon Pointe Advisors, LLC | 0.94% | Reduce -2.8% | 815,618 | $79.2M |
| Trustmark Bank Trust Department | 6.30% | Add +2.2% | 808,653 | $78.5M |
| Alerus Financial NA | 5.86% | Add +2.9% | 808,108 | $78.4M |
| Baker Avenue Asset Management, LP | 2.58% | Add +2.7% | 778,565 | $75.6M |
| Cambridge Associates LLC /Ma/ | 3.45% | Add +11.4% | 775,149 | $75.2M |
| Steele Capital Management, Inc. | 4.16% | Reduce -1.7% | 767,213 | $74.5M |
| Lido Advisors, LLC | 0.61% | Reduce -10.5% | 760,929 | $73.9M |
| Zacks Investment Management | 0.82% | Reduce -0.2% | 748,308 | $72.6M |
| SVB Wealth LLC | 1.78% | Add +14.9% | 742,135 | $72.0M |
| Juniper Hill Capital Management LP | 17.87% | No change | 736,489 | $71.5M |
| United Capital Financial Advisors, LLC | 0.61% | Add +9.3% | 729,821 | $70.8M |
| Franklin Resources Inc. | 0.02% | Add +4.0% | 692,063 | $67.2M |
| Barings LLC | 1.62% | Reduce -14.3% | 681,434 | $66.1M |
| Brave Asset Management Inc. | 16.78% | Add +2.0% | 678,650 | $65.9M |
| Efficient Advisors, LLC | 4.15% | Reduce -6.5% | 659,300 | $64.0M |
| Meridian Wealth Partners, LLC | 11.26% | Add +8.3% | 657,307 | $63.8M |
| Fifth Third Bancorp | 0.24% | Reduce -6.5% | 654,755 | $63.6M |
| Professional Financial Advisors, LLC | 17.44% | Add +0.9% | 650,598 | $63.2M |
| Wealthspire Retirement, LLC | 5.29% | Add +3.8% | 650,557 | $63.2M |
| Orion Porfolio Solutions, LLC | 0.66% | Reduce -5.2% | 646,790 | $62.8M |
| Orion Portfolio Solutions, LLC | 0.66% | Reduce -5.2% | 646,790 | $62.8M |
| Gerber Kawasaki Wealth & Investment Management | 3.10% | Add +1689.1% | 638,540 | $62.0M |
| Janney Montgomery Scott LLC | 0.18% | Reduce -9.2% | 621,493 | $60.3M |
| Parallel Advisors, LLC | 1.52% | Add +0.7% | 611,897 | $59.4M |
| Comerica Bank | 0.25% | Add +1.1% | 611,481 | $59.4M |
| First Citizens Asset Management, Inc. | 21.77% | Add +2.3% | 601,763 | $58.4M |
| Sand Hill Global Advisors, LLC | 2.63% | Reduce -5.2% | 597,537 | $58.0M |
| Freestone Capital Holdings, LLC | 2.06% | Add +5.3% | 590,222 | $57.3M |
| First Merchants Corp. | 2.29% | Add +0.2% | 584,828 | $56.8M |
| Raymond James Trust N.A. | 1.33% | Add +5.4% | 584,227 | $56.7M |
| Zions Bancorporation, N.A. | 4.44% | Reduce -4.8% | 570,570 | $55.4M |
| PDS Planning, Inc | 5.54% | Add +7.5% | 565,330 | $54.9M |
| JFS Wealth Advisors, LLC | 4.32% | Add +1.6% | 564,936 | $54.8M |
| Provenance Wealth Advisors, LLC | 7.40% | Add +1.9% | 545,233 | $52.9M |
| Baird Financial Group, Inc. | 0.11% | Add +11.0% | 543,770 | $52.8M |
| Affiance Financial, LLC | 13.70% | Add +3.4% | 540,643 | $52.5M |
| Bar Harbor Wealth Management | 3.47% | Add +2.8% | 537,895 | $52.2M |
| BLB&B Advisors, LLC | 2.86% | Add +5.7% | 537,816 | $52.2M |
| Metropolitan Life Insurance Co | 20.57% | Reduce -3.2% | 536,934 | $52.1M |
| M&T Bank Corp | 0.18% | Reduce -24.1% | 530,343 | $51.5M |
| Cornerstone Wealth Group, LLC | 4.57% | Reduce -33.4% | 528,052 | $51.3M |
| Elm Partners Management LLC | 3.93% | Add +152.2% | 526,684 | $51.1M |
| Smith & Howard Wealth Management, LLC | 15.24% | Add +4.2% | 526,282 | $51.1M |
| Cwm, LLC | 0.24% | Reduce -5.8% | 525,658 | $51.0M |
| Compton Financial Group, LLC | 16.39% | Reduce -14.4% | 519,943 | $50.5M |
| National Philanthropic Trust | 0.96% | Add +2.6% | 518,423 | $50.3M |
| Cable Hill Partners, LLC | 5.44% | Add +5.6% | 516,699 | $50.2M |
| Adaptive Financial Consulting, LLC | 21.49% | Add +4.2% | 510,376 | $49.5M |
| Summit Global Investments | 3.49% | Add +5.0% | 499,251 | $48.5M |
| Center for Financial Planning, Inc. | 6.93% | Add +15.9% | 493,975 | $48.0M |
| Kestra Private Wealth Services, LLC | 0.95% | Add +0.1% | 488,900 | $47.5M |
| Victory Capital Management Inc. | 0.05% | Reduce -17.8% | 484,562 | $47.0M |
| Focus Financial Network, Inc. | 2.01% | Add +3.7% | 476,937 | $47.0M |
| Liquid Strategies, LLC | 12.29% | Reduce -4.0% | 481,349 | $46.7M |
| Private Advisor Group, LLC | 0.31% | Add +12.2% | 481,253 | $46.7M |
| Bell Bank | 3.91% | Add +51.3% | 479,371 | $46.5M |
| First Horizon Advisors, Inc. | 1.40% | Add +0.4% | 475,567 | $46.2M |
| Atria Wealth Solutions, Inc. | 0.51% | Add +4.7% | 475,131 | $46.1M |
| Voya Investment Management LLC | 0.05% | Add +2.5% | 474,610 | $46.1M |
| Sunflower Bank, N.A. | 10.87% | Add +12.2% | 474,186 | $46.0M |
| Equitable Holdings, Inc. | 0.48% | Add +22.7% | 468,478 | $45.5M |
| P/E Global LLC | 12.27% | Reduce -10.1% | 465,145 | $45.2M |
| First Business Financial Services, Inc. | 4.76% | Add +0.4% | 462,359 | $44.9M |
| Prosperity Consulting Group, LLC | 6.07% | Reduce -20.2% | 461,043 | $44.8M |
| Facet Wealth, Inc. | 1.34% | Reduce -11.1% | 443,008 | $43.7M |
| New York Life Investment Management LLC | 0.44% | Add +4.2% | 449,297 | $43.6M |
| MTC Wealth Management LLC | 20.72% | Reduce -4.2% | 448,533 | $43.5M |
| Park Avenue Securities LLC | 0.53% | Reduce -5.2% | 448,013 | $43.5M |
| Amarillo National Bank | 8.06% | Add +13.9% | 436,614 | $42.4M |
| Tidal Investments LLC | 0.56% | Add +45.7% | 414,965 | $40.3M |
| CIBC Private Wealth Group LLC | 0.08% | Reduce -2.1% | 412,493 | $40.3M |
| Cullen/Frost Bankers, Inc. | 0.58% | Add +6.9% | 414,648 | $40.2M |
| Ameritas Investment Partners, Inc. | 1.37% | Add +0.5% | 412,402 | $40.0M |
| Divergent Wealth Advisors | 7.73% | Add +7.0% | 411,818 | $40.0M |
| ETF Portfolio Partners, Inc. | 12.50% | Add +6.5% | 411,491 | $39.9M |
| Bricktown Capital, LLC | 8.04% | No change | 406,910 | $39.5M |
| Sanctuary Advisors, LLC | 0.28% | — | 411,204 | $39.2M |
| Gridiron Partners, LLC | 24.82% | Add +0.8% | 401,537 | $39.0M |
| Phillips Financial Management, LLC | 3.20% | Reduce -4.7% | 399,980 | $38.8M |
| Mascoma Wealth Management LLC | 10.23% | Add +4.8% | 397,208 | $38.6M |
| Old Mission Capital LLC | 1.00% | New | 394,413 | $38.3M |
| GoalFusion Wealth Management, LLC | 23.71% | Add +8.3% | 393,005 | $38.1M |
| Marquette Asset Management, LLC | 6.48% | Add +2.4% | 392,878 | $38.1M |
| Keel Point, LLC | 3.41% | Add +5.6% | 377,555 | $37.8M |
| Howard Capital Management, LLC | 3.66% | Reduce -0.5% | 383,223 | $37.2M |
| Vicus Capital | 3.34% | Reduce -6.0% | 380,741 | $37.0M |
| BNP Paribas Financial Markets | 0.04% | Reduce -36.4% | 375,320 | $36.4M |
| Global Retirement Partners, LLC | 1.14% | Add +10.7% | 374,362 | $36.3M |
| Acorn Financial Advisory Services Inc. | 6.76% | Add +10.4% | 373,048 | $36.2M |
| Fulton Breakefield Broenniman LLC | 2.67% | Add +1.4% | 371,880 | $36.1M |
| Twele Capital Management, Inc. | 8.17% | Reduce -1.4% | 371,446 | $36.1M |
| Vantage Financial Partners, LLC | 9.27% | Add +6.6% | 367,706 | $35.7M |
| Janiczek Wealth Management, LLC | 7.43% | Reduce -1.6% | 365,310 | $35.5M |
| Tandem Wealth Advisors LLC | 18.82% | Add +2.4% | 361,800 | $35.1M |
| DB Fitzpatrick & Co, Inc | 32.30% | Add +0.8% | 359,523 | $34.9M |
| Rhumbline Advisers | 0.03% | Add +35.8% | 358,877 | $34.8M |
| Wilshire Advisors LLC | 17.22% | Add +0.5% | 353,916 | $34.4M |
| Bristlecone Advisors, LLC | 2.92% | Reduce -2.5% | 353,018 | $34.3M |
| Voisard Asset Management Group, Inc. | 16.61% | Add +2.5% | 349,942 | $34.0M |
| Wealthcare Advisory Partners LLC | 1.05% | Add +5.1% | 347,040 | $33.7M |
| Spire Wealth Management | 1.18% | Reduce -2.8% | 345,090 | $33.4M |
| Legacy Financial Strategies, LLC | 8.02% | Add +2.3% | 343,558 | $33.4M |
| Archvest Wealth Advisors, Inc. | 22.06% | Add +6.9% | 345,807 | $33.3M |
| Dakota Wealth Management | 0.77% | Reduce -5.7% | 336,232 | $32.6M |
| Northwestern Mutual Investment Management Company, LLC | 0.84% | Reduce -4.8% | 335,065 | $32.5M |
| Towercrest Capital Management | 5.34% | Add +9.4% | 334,329 | $32.5M |
| Cyndeo Wealth Partners, LLC | 2.54% | Add +1.8% | 333,576 | $32.4M |
| Cornerstone Management, Inc. | 7.06% | Reduce -5.2% | 330,849 | $32.1M |
| Citadel Advisors | 0.03% | Add +240.3% | 329,130 | $31.9M |
| &partners | 1.39% | Add +363.5% | 323,148 | $31.8M |
| Capital Insight Partners, LLC | 5.96% | Reduce -9.2% | 325,545 | $31.6M |
| Bright Financial Advisors, Inc. | 22.19% | Add +2.2% | 323,953 | $31.4M |
| Concurrent Investment Advisors, LLC | 1.03% | Add +70.4% | 322,439 | $31.3M |
| Abound Wealth Management | 11.47% | Add +8.6% | 320,442 | $31.1M |
| Prentice Wealth Management LLC | 10.10% | Add +8.9% | 318,999 | $31.0M |
| Fort Point Capital Partners LLC | 3.94% | Add +13.5% | 316,295 | $30.7M |
| Bouchey Financial Group, Ltd. | 2.91% | Add +7.3% | 315,447 | $30.6M |
| Ellenbecker Investment Group | 6.14% | Add +2.1% | 313,818 | $30.5M |
| Bank of Hawaii | 1.38% | Reduce -1.5% | 310,252 | $30.1M |
| Legacy Private Trust Co. | 2.13% | Reduce -6.7% | 308,704 | $30.0M |
| Baron Silver Stevens Financial Advisors, LLC | 5.70% | Add +5.9% | 307,512 | $29.9M |
| Allworth Financial LP | 0.19% | Reduce -13.5% | 303,768 | $29.8M |
| LVZ, Inc. | 4.04% | Add +3.6% | 305,277 | $29.6M |
| Tectonic Advisors LLC | 2.14% | Add +3.9% | 304,237 | $29.5M |
| TD Capital Management LLC | 3.05% | Reduce -12.7% | 299,852 | $29.1M |
| Bokf, NA | 0.52% | Add +5.1% | 299,790 | $29.1M |
| Connable Office Inc. | 3.12% | Reduce -6.2% | 298,940 | $29.0M |
| Geller Advisors LLC | 2.14% | Add +15.5% | 297,481 | $28.9M |
| First Hawaiian Bank | 0.97% | Reduce -2.8% | 296,127 | $28.7M |
| Scotia Capital Inc. | 0.17% | Add +0.3% | 291,509 | $28.3M |
| Full Sail Capital, LLC | 1.89% | Add +5.8% | 290,095 | $28.2M |
| Beirne Wealth Consulting Services, LLC | 11.32% | Add +5.2% | 289,119 | $28.1M |
| Mutual Advisors, LLC | 0.85% | Add +69.6% | 284,939 | $28.1M |
| Bank of Nova Scotia | 0.05% | New | 285,647 | $27.7M |
| Koss-Olinger Consulting, LLC | 2.55% | New | 284,377 | $27.6M |
| Hantz Financial Services, Inc. | 0.53% | Reduce -12.8% | 281,604 | $27.3M |
| GP Brinson Investments LLC | 11.72% | No change | 280,650 | $27.2M |
| Shakespeare Wealth Management, LLC | 7.80% | Add +6.5% | 278,353 | $27.0M |
| DT Investment Partners, LLC | 2.37% | Add +4.5% | 275,643 | $26.8M |
| Passaic Partners LLC | 3.93% | Add +1.7% | 275,513 | $26.7M |
| Schroder Investment Management Group | 0.03% | Reduce -43.7% | 275,072 | $26.7M |
| Regions Financial Corp. | 0.20% | Add +8.9% | 274,495 | $26.6M |
| Crestwood Advisors Group, LLC | 0.55% | Add +6.7% | 271,919 | $26.4M |
| Robertson Stephens Wealth Management, LLC | 1.35% | Reduce -28.5% | 265,669 | $25.8M |
| Kestra Advisory Services, LLC | 0.14% | Add +10.9% | 303,470 | $25.8M |
| First Bank & Trust | 5.24% | Add +7.8% | 264,943 | $25.7M |
| Astoria Strategic Wealth, Inc. | 7.92% | Add +0.2% | 263,692 | $25.6M |
| Lineweaver Wealth Advisors, LLC | 5.26% | Add +271.2% | 261,308 | $25.4M |
| Walker Financial Services, Inc. | 19.53% | Add +18.2% | 257,346 | $25.0M |
| Enterprise Bank & Trust Co | 8.50% | Add +1.8% | 256,296 | $24.9M |
| MV Capital Management, Inc. | 2.76% | Add +1.1% | 253,045 | $24.6M |
| First Foundation Advisors | 0.94% | Add +16.4% | 252,388 | $24.5M |
| Great Valley Advisor Group, Inc. | 0.68% | Add +4.7% | 252,161 | $24.5M |
| Souders Financial Advisors | 3.68% | Add +3.1% | 251,733 | $24.4M |
| Perigon Wealth Management, LLC | 0.71% | Reduce -2.5% | 251,443 | $24.4M |
| Hancock Whitney Corp. | 0.83% | Add +9.3% | 250,937 | $24.4M |
| HRT Financial LP | 0.14% | New | 248,154 | $24.1M |
| Parkside Advisors LLC | 6.14% | Add +3.3% | 247,614 | $24.0M |
| Galvin, Gaustad & Stein, LLC | 2.26% | Add +0.8% | 246,519 | $23.9M |
| Life Line Wealth Management LLC | 9.04% | Add +5587.2% | 246,426 | $23.9M |
| Arbor Investment Advisors, LLC | 3.49% | Add +13.8% | 245,899 | $23.9M |
| Transform Wealth, LLC | 1.78% | Add +3.6% | 244,934 | $23.8M |
| Concourse Financial Group Securities, Inc. | 1.45% | Reduce -1.2% | 238,774 | $23.2M |
| Hudson Capital Management LLC | 8.06% | Add +1.8% | 238,309 | $23.1M |
| Fairview Capital Investment Management, LLC | 1.30% | Add +19.8% | 238,060 | $23.1M |
| Financial Designs Corp | 15.88% | Add +0.1% | 238,033 | $23.1M |
| Central Bank & Trust Co. | 3.19% | Add +2.5% | 236,433 | $23.0M |
| Heartwood Wealth Advisors LLC | 2.74% | Add +1.7% | 236,299 | $22.9M |
| Syon Capital LLC | 2.08% | Add +16.7% | 233,501 | $22.7M |
| Fort Henry Capital, LLC | 16.30% | Add +2.6% | 233,247 | $22.6M |
| Summit Wealth Partners, LLC | 4.68% | Add +6.8% | 232,404 | $22.6M |
| Berger Financial Group, Inc | 1.79% | Reduce -0.4% | 230,962 | $22.4M |
| Visionary Wealth Advisors | 1.46% | Add +1.5% | 230,262 | $22.4M |
| Smithfield Trust Co | 1.17% | Add +2.4% | 230,118 | $22.3M |
| Flagship Harbor Advisors, LLC | 1.33% | Add +32.1% | 228,316 | $22.2M |
| Advisory Services Network, LLC | 0.46% | Add +6.1% | 227,752 | $22.1M |
| Man Group plc | 0.06% | Add +24.3% | 225,561 | $21.9M |
| Sequoia Financial Advisors, LLC | 0.26% | Reduce -89.9% | 224,690 | $21.8M |
| Composition Wealth, LLC | 0.53% | Reduce -1.9% | 224,120 | $21.8M |
| Bartlett & Co. Wealth Management LLC | 0.32% | Reduce -14.0% | 220,474 | $21.4M |
| Verger Capital Management LLC | 10.85% | Add +0.7% | 219,331 | $21.3M |
| Eley Financial Management, Inc | 8.96% | Add +2.1% | 217,749 | $21.1M |
| TCI Wealth Advisors, Inc. | 1.99% | Reduce -8.8% | 217,624 | $21.1M |
| BayBridge Capital Group, LLC | 16.33% | Add +4.0% | 215,132 | $20.9M |
| Bowman & Co S.C. | 11.83% | Add +1.7% | 209,564 | $20.3M |
| Cultivar Capital, Inc. | 17.02% | Add +3.0% | 209,321 | $20.3M |
| Lutz Financial Services LLC | 1.76% | Reduce -0.8% | 208,495 | $20.2M |
| Hudock, Inc. | 3.77% | Add +0.5% | 208,105 | $20.2M |
| Matrix Trust Co | 4.56% | Add +0.0% | 207,840 | $20.2M |
| Ascent Group, LLC | 1.64% | Add +13.2% | 207,198 | $20.1M |
| Snider Financial Group | 7.76% | Reduce -22.3% | 207,163 | $20.1M |
| SG Americas Securities, LLC | 0.13% | Reduce -49.9% | 205,361 | $19.9M |
| Valmark Advisers, Inc. | 0.34% | Reduce -1.1% | 204,496 | $19.9M |
| Sound Financial Strategies Group, LLC | 17.14% | Reduce -30.2% | 203,207 | $19.7M |
| Greenspring Advisors, LLC | 4.71% | Add +39.1% | 201,565 | $19.6M |
| Compound Planning, Inc. | 1.44% | Add +489.3% | 200,886 | $19.5M |
| Modera Wealth Management, LLC | 0.29% | Add +45.2% | 199,961 | $19.4M |
| Beacon Investment Advisory Services, Inc. | 0.83% | Add +7.1% | 199,686 | $19.4M |
| Stratos Wealth Advisors, LLC | 0.96% | Add +2.2% | 199,496 | $19.4M |
| Madison Asset Management, LLC | 0.24% | Reduce -8.7% | 198,885 | $19.3M |
| Onyx Bridge Wealth Group LLC | 3.15% | Reduce -0.9% | 197,800 | $19.2M |
| Main Street Financial Solutions, LLC | 1.80% | Add +5.5% | 196,953 | $19.1M |
| Black Diamond Financial, LLC | 3.67% | New | 195,731 | $19.0M |
| Financial Engines Advisors L.L.C. | 0.04% | Reduce -2.7% | 195,363 | $19.0M |
| Diversified Trust Co. | 0.54% | Add +23.6% | 195,052 | $18.9M |
| Colton Groome Financial Advisors, LLC | 7.36% | Add +3.0% | 192,283 | $18.7M |
| Deutsche Bank AG | 0.01% | Add +58.5% | 190,970 | $18.5M |
| Cresset Asset Management, LLC | 0.08% | Reduce -1.8% | 188,384 | $18.3M |
| Founders Financial Securities LLC | 1.70% | Add +11.2% | 185,685 | $18.0M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.19% | Add +3.0% | 183,596 | $17.8M |
| Ballast Advisors LLC | 5.63% | Add +2.5% | 182,808 | $17.7M |
| Brown Advisory Inc. | 0.02% | Add +53.4% | 181,527 | $17.6M |
| Vestmark Advisory Solutions, Inc. | 0.73% | Reduce -4.8% | 179,692 | $17.4M |
| Sheridan Capital Management, LLC | 12.96% | Reduce -1.5% | 181,104 | $17.4M |
| Level Four Advisory Services, LLC | 0.78% | Add +168.4% | 177,037 | $17.2M |
| Stratos Wealth Partners, LTD. | 0.27% | Reduce -9.3% | 174,544 | $16.9M |
| Wealthspire Advisors, LLC | 0.22% | Reduce -5.5% | 174,431 | $16.9M |
| Catalyst Financial Partners LLC | 3.71% | Add +15.5% | 173,724 | $16.9M |
| Financial & Tax Architects, LLC | 4.49% | Reduce -1.8% | 172,717 | $16.8M |
| Capital Analysts, LLC | 0.74% | Add +7.4% | 171,945 | $16.7M |
| Horizon Investments, LLC | 0.46% | Add +6.1% | 172,087 | $16.6M |
| Wrapmanager Inc. | 4.57% | Add +7.3% | 170,575 | $16.6M |
| Pure Financial Advisors, LLC | 0.45% | Add +16.0% | 168,448 | $16.4M |
| Financial Advocates Investment Management | 1.01% | Add +2.6% | 167,654 | $16.3M |
| Regimen Wealth, LLC | 5.58% | Add +1.4% | 167,055 | $16.2M |
| Octavia Wealth Advisors, LLC | 2.21% | Add +24.6% | 167,030 | $16.2M |
| Ted Buchan & Co | 8.69% | Add +173.5% | 166,901 | $16.2M |
| Silver Coast Investments LLC | 6.62% | Reduce -13.0% | 166,690 | $16.2M |
| Freedom Investment Management, Inc. | 1.32% | Add +11.8% | 166,637 | $16.2M |
| Accredited Investors Inc. | 1.01% | Reduce -19.1% | 166,591 | $16.2M |
| Grey Fox Wealth Advisors, LLC | 5.68% | Add +4.7% | 166,505 | $16.2M |
| Sigma Planning Corp | 0.51% | Add +0.3% | 166,414 | $16.2M |
| Unique Wealth, LLC | 4.21% | Add +6.9% | 165,644 | $16.1M |
| Skyline Advisors, Inc. | 6.99% | Add +4.1% | 165,638 | $16.1M |
| LPWM LLC | 5.53% | Reduce -0.6% | 164,051 | $16.0M |
| Greenup Street Wealth Management LLC | 3.76% | Add +1053.1% | 164,857 | $16.0M |
| Verdence Capital Advisors LLC | 1.42% | Add +1.1% | 164,831 | $16.0M |
| Boyd Wealth Management, LLC | 8.81% | Reduce -16.6% | 164,477 | $16.0M |
| WASHINGTON TRUST Co | 0.58% | Add +0.3% | 164,475 | $16.0M |
| Agincourt Capital Management, LLC | 14.75% | Add +2.8% | 163,285 | $15.9M |
| IHT Wealth Management, LLC | 0.59% | Add +3.7% | 162,583 | $15.8M |
| Two Sigma Securities, LLC | 0.75% | Add +5624.8% | 162,471 | $15.8M |
| National Bank of Canada | 0.02% | Reduce -70.7% | 163,604 | $15.7M |
| Calamos Wealth Management LLC | 0.85% | Add +9.1% | 162,176 | $15.7M |
| Rehmann Capital Advisory Group | 1.12% | Add +0.9% | 161,233 | $15.6M |
| Peddock Capital Advisors, LLC | 4.01% | Reduce -1.3% | 160,572 | $15.6M |
| Patriot Investment Management Group, Inc. | 1.21% | Add +11.8% | 158,880 | $15.4M |
| Marcum Wealth, LLC | 1.54% | Add +9.6% | 157,849 | $15.3M |
| James J. Burns & Company, LLC | 3.01% | Add +72.9% | 157,738 | $15.3M |
| AdvisorNet Financial, Inc | 1.38% | Add +18.2% | 157,043 | $15.2M |
| Alera Investment Advisors, LLC | 1.82% | Add +723.7% | 156,059 | $15.1M |
| Choreo, LLC | 0.25% | Add +96.6% | 157,166 | $15.1M |
| Marquette Associates, Inc. | 11.30% | No change | 154,490 | $15.0M |
| Chemung Canal Trust Co. | 2.90% | Reduce -8.1% | 154,341 | $15.0M |
| Principal Financial Group Inc. | 0.01% | Reduce -8.1% | 154,034 | $15.0M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -18.5% | 153,963 | $14.9M |
| BlueCrest Capital Management Ltd | 4.17% | New | 153,201 | $14.9M |
| AE Wealth Management LLC | 0.15% | Add +48.7% | 151,969 | $14.8M |
| Aveo Capital Partners, LLC | 1.67% | Reduce -0.4% | 151,687 | $14.7M |
| TCP Asset Management, LLC | 3.72% | Add +0.8% | 151,668 | $14.7M |
| Independent Solutions Wealth Management, LLC | 3.37% | Add +0.9% | 151,126 | $14.7M |
| Tiemann Investment Advisors, LLC | 6.53% | Add +3.7% | 151,071 | $14.7M |
| NorthCoast Asset Management LLC | 0.12% | Add +156.4% | 150,124 | $14.6M |
| Prospera Financial Services Inc | 0.40% | Add +1.9% | 147,985 | $14.4M |
| Clearwater Capital Advisors, LLC | 1.52% | Reduce -3.4% | 147,667 | $14.3M |
| Tanager Wealth Management LLP | 2.13% | Add +7.9% | 147,392 | $14.3M |
| Ameliora Wealth Management Ltd. | 6.46% | Add +4.7% | 146,530 | $14.2M |
| Wetzel Investment Advisors, Inc. | 8.16% | Add +0.0% | 144,960 | $14.2M |
| SYM FINANCIAL Corp | 2.22% | Reduce -34.0% | 143,556 | $13.9M |
| Exencial Wealth Advisors, LLC | 0.52% | Reduce -6.1% | 142,897 | $13.9M |
| Webster Bank, N. A. | 1.52% | Add +0.5% | 142,443 | $13.8M |
| Interactive Financial Advisors, Inc. | 7.53% | Add +3.2% | 140,808 | $13.7M |
| Alpha Financial Partners LLC | 11.75% | Add +9.5% | 139,768 | $13.6M |
| 9258 Wealth Management, LLC | 2.08% | Reduce -9.8% | 139,350 | $13.5M |
| CFS Investment Advisory Services, LLC | 1.09% | New | 138,872 | $13.5M |
| Permanent Capital Management, LP | 2.82% | — | 135,958 | $13.5M |
| Waverly Advisors, LLC | 0.26% | Add +111.6% | 138,808 | $13.5M |
| New Capital Management LP | 4.12% | Reduce -22.7% | 138,321 | $13.4M |
| Chesapeake Wealth Management | 4.74% | Add +0.2% | 134,775 | $13.1M |
| Sunesis Advisors, LLC | 7.59% | Add +3.4% | 131,614 | $12.8M |
| Easterly Investment Partners LLC | 1.12% | No change | 131,350 | $12.8M |
| Canton Hathaway, LLC | 3.48% | No change | 131,216 | $12.7M |
| TBH Global Asset Management, LLC | 2.83% | Reduce -17.9% | 131,189 | $12.7M |
| Oppenheimer Asset Management Inc. | 0.16% | Add +20.1% | 130,483 | $12.7M |
| Providence First Trust Co | 5.69% | Reduce -1.6% | 130,075 | $12.6M |
| Texas Capital Bank Wealth Management Services Inc | 1.30% | Add +1.6% | 129,116 | $12.5M |
| Empower Advisory Group, LLC | 0.05% | Reduce -13.6% | 128,510 | $12.5M |
| Commerce Bank | 0.08% | Reduce -1.7% | 128,457 | $12.5M |
| Summit Financial, LLC | 0.57% | Add +248.8% | 128,202 | $12.4M |
| Sowell Financial Services LLC | 0.59% | Reduce -11.0% | 128,058 | $12.4M |
| Avantax Planning Partners, Inc. | 0.40% | Reduce -4.1% | 127,466 | $12.4M |
| Watershed Private Wealth LLC | 5.25% | Reduce -3.0% | 127,061 | $12.3M |
| Florida Trust Wealth Management Co | 0.42% | Add +34.8% | 126,544 | $12.3M |
| Robinswood Financial LLC | 4.94% | Add +3.6% | 125,818 | $12.2M |
| Family Capital Trust Co | 3.97% | Add +66.9% | 125,232 | $12.2M |
| NewSquare Capital LLC | 1.05% | Reduce -0.3% | 125,152 | $12.1M |
| Greenwood Capital Associates LLC | 1.58% | Reduce -8.0% | 123,984 | $12.0M |
| HBC Financial Services, PLLC | 7.66% | Reduce -0.2% | 122,202 | $12.0M |
| Conservest Capital Advisors, Inc. | 1.30% | No change | 122,812 | $12.0M |
| FC Advisory LLC | 4.36% | Reduce -0.3% | 122,443 | $11.9M |
| High Net Worth Advisory Group LLC | 3.60% | Add +2.1% | 122,434 | $11.9M |
| Waterloo Capital, L.P. | 1.42% | Add +2.2% | 122,000 | $11.8M |
| Blankinship & Foster, LLC | 3.05% | Reduce -0.3% | 121,976 | $11.8M |
| Susquehanna International Group, LLP | 0.02% | New | 120,489 | $11.7M |
| Squarepoint Ops LLC | 0.04% | New | 120,474 | $11.7M |
| CW Advisors, LLC | 0.19% | Add +6.0% | 120,401 | $11.7M |
| NorthCrest Asset Manangement, LLC | 0.39% | Add +3.3% | 119,771 | $11.6M |
| Omega Financial Group, LLC | 4.70% | Add +6.6% | 119,549 | $11.6M |
| Buck Wealth Strategies, LLC | 3.39% | Add +1236.6% | 118,226 | $11.5M |
| Blair William & Co. | 0.04% | Reduce -3.2% | 117,623 | $11.4M |
| Coombe, Bender & Co LLC | 6.71% | Add +2.2% | 117,466 | $11.4M |
| Redwood Investment Management, LLC | 0.99% | Add +30.8% | 117,393 | $11.4M |
| Cordgrass Capital Advisors, LLC | 3.58% | Add +1.0% | 117,289 | $11.4M |
| Cynosure Group, LLC | 1.82% | Add +43.3% | 116,959 | $11.4M |
| Walden Wealth Partners LLC | 6.29% | Add +1.8% | 116,038 | $11.3M |
| Cibc World Market Inc. | 0.03% | Add +4.2% | 115,404 | $11.2M |
| Silverleafe Capital Partners, LLC | 3.93% | Add +2.5% | 114,799 | $11.1M |
| Econ Financial Services Corp | 6.90% | Add +10.6% | 114,663 | $11.1M |
| LifePlan Investment Advisors, Inc. | 8.02% | Add +10.2% | 114,636 | $11.1M |
| Van Hulzen Asset Management, LLC | 0.74% | Reduce -0.6% | 113,069 | $11.0M |
| Sykon Capital LLC | 4.14% | New | 113,010 | $11.0M |
| Kintra Wealth, LLC | 7.75% | Add +13.6% | 112,485 | $10.9M |
| Diversified, LLC | 1.27% | Add +1990.5% | 111,800 | $10.9M |
| Corepath Wealth Partners LLC | 11.42% | Add +3.4% | 110,934 | $10.8M |
| Summit Wealth Group, LLC | 3.24% | New | 111,326 | $10.8M |
| LMG Wealth Partners, LLC | 2.69% | Add +2.8% | 111,240 | $10.8M |
| RFP Financial Group LLC | 3.98% | Add +1.4% | 110,854 | $10.8M |
| Chesley Taft & Associates LLC | 0.54% | Add +3.8% | 110,607 | $10.7M |
| Qube Research & Technologies Ltd | 0.02% | Add +206.9% | 110,208 | $10.7M |
| FDx Advisors, Inc. | 2.96% | Reduce -2.2% | 110,152 | $10.7M |
| Clearstead Advisors, LLC | 0.18% | Add +617.9% | 109,425 | $10.6M |
| Aquire Wealth Advisors, LLC | 3.55% | Add +8.4% | 109,015 | $10.6M |
| Bremer Bank National Association | 2.06% | Add +18.4% | 108,913 | $10.6M |
| Ally Invest Advisors Inc. | 1.02% | Add +17.1% | 108,893 | $10.6M |
| Aspiriant, LLC | 0.43% | Add +15.7% | 107,923 | $10.5M |
| Legacy PCG, LLC | 6.57% | Reduce -0.4% | 107,769 | $10.5M |
| Insight 2811, Inc. | 5.40% | Add +8.4% | 107,208 | $10.4M |
| Richard W. Paul & Associates, LLC | 4.00% | Add +4.3% | 106,667 | $10.4M |
| Harbour Investments, Inc. | 0.35% | Add +4.6% | 106,653 | $10.4M |
| PFG Advisors | 0.70% | Add +2.4% | 106,162 | $10.3M |
| Fifth Third Securities, Inc. | 0.95% | Reduce -2.0% | 105,854 | $10.3M |
| Arcadia Wealth Management, LLC | 5.82% | Reduce -33.2% | 105,011 | $10.2M |
| Lake Hills Wealth Management, LLC | 7.26% | Add +149.7% | 104,271 | $10.1M |
| One Day In July LLC | 1.25% | Add +77.9% | 103,320 | $10.0M |
| Peak Financial Management, Inc. | 3.14% | Reduce -4.7% | 103,228 | $10.0M |
| BlueSky Wealth Advisors, LLC | 1.68% | Add +0.2% | 103,132 | $10.0M |
| Chicago Partners Investment Group LLC | 0.39% | Add +0.5% | 101,331 | $10.0M |
| First Washington CORP | 3.70% | New | 102,850 | $10.0M |
| Stone House Investment Management, LLC | 2.59% | Add +6.1% | 102,819 | $10.0M |
| Global Endowment Management, LP | 1.06% | Reduce -5.5% | 102,700 | $10.0M |
| Granite Harbor Advisors, Inc. | 6.42% | Add +6.5% | 101,976 | $9.9M |
| Somnio Financial Group, LLC | 8.70% | — | 101,589 | $9.9M |
| Lwmg, LLC | 2.05% | Add +5.4% | 100,104 | $9.7M |
| Sandy Cove Advisors, LLC | 4.32% | Add +10.5% | 99,913 | $9.7M |
| Fagan Associates, Inc. | 1.69% | Add +92.8% | 99,642 | $9.7M |
| iA Global Asset Management Inc. | 0.18% | Reduce -45.7% | 99,290 | $9.6M |
| Daiwa Securities Group Inc. | 0.05% | Reduce -5.1% | 98,650 | $9.6M |
| Amtrust Financial Services, Inc. | 4.86% | No change | 98,560 | $9.6M |
| Mather Group, Llc. | 0.12% | Add +1332.5% | 97,626 | $9.6M |
| Synovus Financial Corp. | 0.13% | Reduce -3.7% | 97,915 | $9.5M |
| Evensky & Katz LLC | 0.65% | Add +3.4% | 96,066 | $9.3M |
| TD Private Client Wealth LLC | 0.29% | Add +17.3% | 96,005 | $9.3M |
| Cerity Partners OCIO LLC | 0.71% | — | 95,363 | $9.3M |
| Kraft, Davis & Associates, LLC | 2.80% | New | 93,908 | $9.2M |
| Pinnacle Financial Partners Inc | 0.20% | Add +10.5% | 94,900 | $9.2M |
| Oppenheimer & Co. Inc. | 0.15% | Add +21.5% | 95,029 | $9.2M |
| Strategic Financial Partners, Ltd. | 5.03% | Reduce -7.0% | 94,033 | $9.1M |
| Twin Focus Capital Partners, LLC | 1.46% | Add +10.2% | 93,959 | $9.1M |
| Chartwell Investment Partners, LLC | 0.32% | New | 93,693 | $9.1M |
| New York State Common Retirement Fund | 0.01% | Reduce -55.4% | 93,182 | $9.0M |
| ABLE Financial Group, LLC | 3.26% | Add +20.9% | 93,043 | $9.0M |
| Slow Capital, Inc. | 1.46% | Add +7.5% | 92,970 | $9.0M |
| Capstone Financial Advisors, Inc. | 0.60% | Reduce -5.2% | 92,938 | $9.0M |
| Roundview Capital LLC | 0.71% | Add +6.8% | 92,265 | $9.0M |
| LGL Partners, LLC | 1.30% | Reduce -2.0% | 91,814 | $8.9M |
| Creekmur Asset Management LLC | 2.30% | Add +40.3% | 91,675 | $8.9M |
| Lowe Brockenbrough & Co. Inc. | 0.59% | Add +10.9% | 91,532 | $8.9M |
| Motive Wealth Advisors | 5.34% | Add +11.8% | 91,531 | $8.9M |
| Moneta Group Investment Advisors LLC | 0.14% | Add +23.5% | 91,226 | $8.9M |
| HTG Investment Advisors, Inc. | 4.77% | Add +7.3% | 91,181 | $8.9M |
| Foundations Investment Advisors, LLC | 0.21% | Add +10.3% | 91,045 | $8.8M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.26% | Reduce -19.0% | 90,911 | $8.8M |
| GM Advisory Group, LLC | 0.57% | Reduce -1.4% | 90,894 | $8.8M |
| Flagstar Securities, Inc. | 2.41% | Reduce -1.5% | 90,457 | $8.8M |
| Stephens Inc. | 0.13% | Reduce -1.3% | 89,535 | $8.7M |
| Firestone Capital Management | 2.35% | Add +7.5% | 88,773 | $8.6M |
| Synergy Asset Management, LLC | 1.35% | Add +335.5% | 88,725 | $8.6M |
| AJ Advisors, LLC | 4.74% | Add +3.3% | 88,224 | $8.6M |
| Fiducient Advisors LLC | 1.17% | Add +1.3% | 87,545 | $8.5M |
| McGlone Suttner Wealth Management, Inc. | 1.74% | Reduce -5.6% | 85,415 | $8.5M |
| Blue Barn Wealth, LLC | 4.62% | Add +2.7% | 85,458 | $8.3M |
| WMS Partners, LLC | 0.53% | Reduce -12.0% | 85,168 | $8.3M |
| Ausdal Financial Partners, Inc. | 0.88% | Reduce -2.3% | 85,019 | $8.3M |
| Bryn Mawr Trust Advisors, LLC | 0.45% | Reduce -21.8% | 84,643 | $8.2M |
| Money Concepts Capital Corp. | 0.68% | Add +231.2% | 83,994 | $8.2M |
| Sharp Wealth Advisory, LLC | 6.93% | Add +7.5% | 83,183 | $8.1M |
| Addison Advisors LLC | 2.60% | Add +7.0% | 83,089 | $8.1M |
| FFT Wealth Management LLC | 0.71% | Add +2.6% | 82,760 | $8.0M |
| Jasper Ridge Partners, L.P. | 0.26% | New | 82,663 | $8.0M |
| Destiny Capital Corp | 5.48% | Add +20.0% | 82,557 | $8.0M |
| Smith Shellnut Wilson LLC | 3.89% | Add +18.3% | 82,542 | $8.0M |
| Integrated Wealth Concepts LLC | 0.11% | Add +8.7% | 82,189 | $8.0M |
| Eagle Strategies LLC | 1.52% | Add +232.4% | 82,075 | $8.0M |
| Exchange Capital Management, Inc. | 1.30% | Reduce -2.3% | 81,955 | $8.0M |
| Benjamin F. Edwards & Company, Inc. | 0.14% | Add +18.0% | 81,722 | $7.9M |
| B. Riley Wealth Advisors, Inc. | 0.20% | Reduce -3.2% | 81,288 | $7.9M |
| OneDigital Investment Advisors LLC | 0.10% | Reduce -73.5% | 81,124 | $7.9M |
| Catalyst Capital Advisors LLC | 0.18% | Add +11.3% | 81,046 | $7.9M |
| Opes Wealth Management LLC | 1.64% | Add +2.5% | 80,930 | $7.9M |
| CreativeOne Wealth, LLC | 0.40% | Add +48.6% | 80,772 | $7.8M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Add +15.6% | 79,649 | $7.7M |
| Great Diamond Partners, LLC | 1.81% | Reduce -1.5% | 79,545 | $7.7M |
| Natixis Advisors, LLC | 0.02% | Reduce -2.1% | 78,444 | $7.6M |
| Lionsbridge Wealth Management LLC | 6.09% | Reduce -0.8% | 78,373 | $7.6M |
| Gateway Advisory, LLC | 1.29% | Add +4.0% | 78,313 | $7.6M |
| Avidian Wealth Enterprises, LLC | 0.37% | Add +45.5% | 78,292 | $7.6M |
| Alliance Wealth Management Group | 2.17% | Add +15.1% | 78,260 | $7.6M |
| Rothschild Wealth LLC | 2.46% | Reduce -21.4% | 78,042 | $7.6M |
| Caldwell Trust Co | 0.84% | Add +34.7% | 77,845 | $7.6M |
| Tillman Hartley LLC | 2.58% | Reduce -9.7% | 77,656 | $7.5M |
| Avondale Wealth Management | 5.14% | Reduce -12.6% | 77,473 | $7.5M |
| Dynamic Advisor Solutions LLC | 0.24% | Add +14.3% | 77,443 | $7.5M |
| Jackson Hole Capital Partners, LLC | 1.65% | Add +0.4% | 77,111 | $7.5M |
| Farther Finance Advisors, LLC | 0.36% | Reduce -2.4% | 76,993 | $7.4M |
| New Century Financial Group, LLC | 3.15% | Reduce -14.5% | 76,278 | $7.4M |
| Cibc World Markets Corp. | 0.05% | Add +2.2% | 75,783 | $7.4M |
| Forbes Financial Planning, Inc. | 5.76% | Add +3.4% | 75,524 | $7.3M |
| NorthLanding Financial Partners, LLC | 7.72% | Add +2.6% | 75,406 | $7.3M |
| Lake Street Advisors Group, LLC | 0.35% | Reduce -10.1% | 75,322 | $7.3M |
| Addis & Hill, Inc | 6.09% | Add +10.7% | 75,632 | $7.3M |
| Flow Traders U.S. LLC | 0.36% | New | 75,151 | $7.3M |
| Pinnacle Wealth Management Group, Inc. | 4.91% | Add +23.7% | 74,767 | $7.3M |
| Lifestyle Asset Management, Inc. | 4.17% | Reduce -3.8% | 74,691 | $7.3M |
| Plimoth Trust Co. LLC | 1.93% | Reduce -1.5% | 74,654 | $7.2M |
| Cosner Financial Group, LLC | 5.10% | Add +0.9% | 74,324 | $7.2M |
| Insigneo Advisory Services, LLC | 0.81% | New | 71,846 | $7.2M |
| Fund Evaluation Group, LLC | 0.44% | Reduce -2.5% | 73,767 | $7.2M |
| Westside Investment Management, Inc. | 1.64% | Add +4.2% | 73,666 | $7.2M |
| Apexium Financial, LP | 0.51% | Add +1.7% | 73,633 | $7.1M |
| Mainsail Financial Group, LLC | 4.20% | Add +27.9% | 73,433 | $7.1M |
| Systematic Alpha Investments, LLC | 0.27% | No change | 72,000 | $7.0M |
| Integrated Advisors Network LLC | 0.36% | Reduce -32.1% | 71,687 | $7.0M |
| Csenge Advisory Group | 0.39% | Reduce -22.7% | 71,676 | $7.0M |
| Arete Wealth Advisors, LLC | 0.57% | Reduce -17.6% | 71,012 | $6.9M |
| Vernal Point Advisors, LLC | 4.85% | No change | 70,263 | $6.8M |
| Whittier Trust Co. | 0.10% | Add +4.2% | 69,583 | $6.8M |
| Oldfather Financial Services, LLC | 2.77% | Reduce -1.9% | 69,516 | $6.7M |
| Heritage Wealth Management, LLC | 3.72% | Add +1.1% | 69,090 | $6.7M |
| Heritage Family Offices, LLP | 3.72% | — | 69,090 | $6.7M |
| Heritage Financial Services, LLC | 0.96% | Add +3.5% | 68,630 | $6.7M |
| TruWealth Advisors, LLC | 0.44% | Reduce -86.6% | 68,560 | $6.7M |
| Whitegate Investment Counselors, Inc. | 1.88% | Add +3.7% | 68,080 | $6.6M |
| Emergent Wealth Advisors, LLC | 5.26% | Add +2.9% | 67,250 | $6.5M |
| WP Advisors, LLC | 2.09% | Reduce -3.0% | 67,303 | $6.5M |
| Erickson Financial Group, LLC | 4.97% | Reduce -0.4% | 67,138 | $6.5M |
| Edge Capital Group, LLC | 0.31% | Reduce -42.3% | 66,905 | $6.5M |
| Acima Private Wealth, LLC | 2.38% | Add +13.2% | 66,752 | $6.5M |
| Cornerstone Partners Capital Management, LLC | 3.68% | Add +18.7% | 66,695 | $6.5M |
| Eldridge Investment Advisors, Inc. | 1.63% | Add +0.9% | 66,566 | $6.5M |
| PFW Advisors LLC | 2.03% | Reduce -3.1% | 65,656 | $6.4M |
| Exchange Bank | 5.41% | Reduce -25.4% | 65,606 | $6.4M |
| Citizens Financial Group Inc. | 0.14% | Reduce -34.3% | 65,591 | $6.4M |
| Sovereign Investment Advisors, LLC | 2.37% | Reduce -0.6% | 64,147 | $6.4M |
| Arrow Financial Corp | 0.61% | Add +0.6% | 64,005 | $6.2M |
| Gemmer Asset Management LLC | 0.66% | Add +0.7% | 63,900 | $6.2M |
| Andina Capital Management, LLC | 4.66% | New | 63,878 | $6.2M |
| McAdam, LLC | 0.37% | Add +3.7% | 63,712 | $6.2M |
| WealthTrust Asset Management, LLC | 4.51% | New | 63,651 | $6.2M |
| Diligent Investors, LLC | 1.53% | Reduce -11.2% | 63,458 | $6.2M |
| Wescott Financial Advisory Group, LLC | 0.71% | Add +5.4% | 63,073 | $6.1M |
| Merriman Wealth Management, LLC | 0.27% | Add +2602.2% | 62,906 | $6.1M |
| Innova Wealth Partners | 4.36% | Reduce -5.8% | 62,813 | $6.1M |
| Juncture Wealth Strategies, LLC | 2.54% | Add +7.5% | 62,436 | $6.1M |
| City State Bank | 2.46% | Add +16.9% | 62,150 | $6.0M |
| Arrien Investments, Inc. | 4.69% | Add +14.6% | 61,879 | $6.0M |
| Global Assets Advisory, LLC | 9.50% | Add +1.6% | 61,449 | $6.0M |
| NewEdge Wealth, LLC | 0.13% | Reduce -6.1% | 61,326 | $6.0M |
| Act Wealth Management, LLC | 2.93% | New | 61,262 | $5.9M |
| Blue Chip Partners, LLC | 0.55% | Reduce -1.4% | 61,143 | $5.9M |
| Element Wealth, LLC | 3.33% | Add +11.5% | 60,955 | $5.9M |
| Financial Freedom, LLC | 3.35% | Add +2.8% | 60,784 | $5.9M |
| Atria Investments, Inc | 0.08% | Reduce -84.2% | 60,509 | $5.9M |
| BOK Financial Private Wealth, Inc. | 0.42% | Reduce -7.7% | 59,967 | $5.8M |
| Johnson Financial Group, Inc. | 0.28% | Reduce -18.4% | 59,610 | $5.8M |
| 49 Wealth Management, LLC | 1.13% | New | 59,698 | $5.7M |
| Granite Bay Wealth Management, LLC | 3.08% | Add +126.4% | 59,181 | $5.7M |
| Focus Partners Advisor Solutions, LLC | 0.15% | Add +224.0% | 59,043 | $5.7M |
| Burke & Herbert Bank & Trust Co. | 1.39% | New | 59,005 | $5.7M |
| Valeo Financial Advisors, LLC | 0.18% | Add +28.3% | 58,391 | $5.7M |
| Linscomb Wealth, Inc. | 0.29% | Reduce -3.6% | 58,363 | $5.7M |
| First American Trust, FSB | 0.57% | Add +4.5% | 58,354 | $5.7M |
| NBT Bank, N.A. | 0.40% | Add +13.6% | 58,351 | $5.7M |
| Common Fund for Nonprofit Organizations | 0.78% | Add +130.9% | 58,334 | $5.7M |
| Texas Capital Bancshares Inc | 2.32% | Add +92.2% | 58,276 | $5.7M |
| First National Bank of Omaha | 0.37% | Add +13.7% | 58,151 | $5.6M |
| Durante & Waters, LLC | 4.99% | Add +15.4% | 57,769 | $5.6M |
| Shelter Mutual Insurance Co | 1.46% | No change | 57,660 | $5.6M |
| NEOS Investment Management LLC | 0.23% | Add +14.3% | 57,785 | $5.6M |
| Apollon Wealth Management, LLC | 0.17% | Reduce -83.3% | 57,450 | $5.6M |
| AlTi Global, Inc. | 0.15% | Add +7.8% | 57,426 | $5.6M |
| Ballentine Partners, LLC | 0.10% | Reduce -2.5% | 56,159 | $5.5M |
| Spotlight Asset Group, Inc. | 3.80% | Reduce -6.4% | 56,050 | $5.4M |
| Grant/GrossMendelsohn, LLC | 2.48% | Reduce -7.1% | 55,950 | $5.4M |
| Family Firm, Inc. | 1.21% | Add +3.0% | 55,813 | $5.4M |
| Northeast Financial Group, Inc. | 2.31% | Add +6.5% | 55,433 | $5.4M |
| Forum Private Client Group LLC | 2.55% | Reduce -6.5% | 55,304 | $5.4M |
| DMC Group, LLC | 4.57% | Add +2.0% | 54,934 | $5.3M |
| Ashton Thomas Securities, LLC | 1.28% | — | 20,436 | $5.3M |
| Optivise Advisory Services LLC | 2.87% | — | 54,794 | $5.3M |
| Evermay Wealth Management LLC | 0.84% | Reduce -1.4% | 54,098 | $5.3M |
| Hillcrest Wealth Advisors - NY, LLC | 2.82% | Add +19.1% | 54,030 | $5.2M |
| Stock Yards Bank & Trust Co. | 0.17% | Add +2.2% | 53,749 | $5.2M |
| Cary Street Partners Investment Advisory LLC | 0.21% | Add +99.9% | 53,484 | $5.2M |
| Ironwood Financial, llc | 1.16% | Add +5.2% | 53,307 | $5.2M |
| Manufacturers Life Insurance Company, The | 0.00% | No change | 52,757 | $5.1M |
| Kowal Investment Group, LLC | 1.02% | Add +16.8% | 52,699 | $5.1M |
| Smartleaf Asset Management LLC | 0.84% | Add +26.5% | 52,436 | $5.1M |
| Stonegate Investment Group, LLC | 0.15% | Add +5.2% | 52,600 | $5.1M |
| RFG Advisory, LLC | 0.17% | Reduce -43.2% | 52,554 | $5.1M |
| Capital Advisors Wealth Management, LLC | 1.00% | Reduce -13.7% | 52,324 | $5.1M |
| KFG Wealth Management, LLC | 2.01% | Add +7.1% | 52,262 | $5.1M |
| Pacific Capital Wealth Advisors, Inc. | 0.92% | Add +25.9% | 52,197 | $5.1M |
| Gladstone Institutional Advisory LLC | 0.26% | Add +22.4% | 52,060 | $5.1M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -18.0% | 51,402 | $5.0M |
| Quattro Financial Advisors LLC | 1.30% | Reduce -67.5% | 51,375 | $5.0M |
| Ancora Advisors LLC | 0.12% | Reduce -5.4% | 51,370 | $5.0M |
| Toews Corp. | 0.82% | Reduce -93.4% | 51,300 | $5.0M |
| Farmers & Merchants Investments Inc. | 0.16% | Reduce -3.3% | 50,799 | $4.9M |
| Rwa Wealth Partners, LLC | 0.06% | Add +52.1% | 50,711 | $4.9M |
| Strategic Financial Concepts, LLC | 2.87% | Add +2250.4% | 1,880,236 | $4.9M |
| American State Bank (Iowa) | 3.09% | Add +4.2% | 49,736 | $4.8M |
| James Investment Research, Inc. | 0.57% | Add +6.9% | 49,500 | $4.8M |
| Tritonpoint Wealth, LLC | 0.46% | Add +4.9% | 49,259 | $4.8M |
| 1ST Source Bank | 0.28% | Add +1.4% | 48,998 | $4.8M |
| Geneos Wealth Management Inc. | 0.21% | Reduce -4.9% | 48,271 | $4.7M |
| Tobias Financial Advisors, Inc. | 1.01% | Add +7.6% | 48,197 | $4.7M |
| CVA Family Office, LLC | 0.84% | Add +28.9% | 48,089 | $4.7M |
| Pathstone Holdings, LLC | 0.02% | Add +75.1% | 48,072 | $4.7M |
| Dentgroup LLC | 3.75% | Reduce -45.5% | 47,868 | $4.6M |
| Wayfinding Financial, LLC | 2.60% | Add +13.9% | 47,528 | $4.6M |
| All Terrain Financial Advisors, LLC | 1.94% | Add +19.0% | 47,493 | $4.6M |
| Chris Bulman Inc | 3.13% | — | 47,205 | $4.6M |
| Spectrum Investment Advisors, Inc. | 3.32% | Add +24.1% | 46,767 | $4.5M |
| RiverGlades Family Offices LLC | 3.52% | Add +1.9% | 46,602 | $4.5M |
| Relative Value Partners Group, LLC | 0.59% | New | 46,327 | $4.5M |
| Lake Street Private Wealth, LLC | 0.59% | Reduce -2.8% | 46,327 | $4.5M |
| Jordan Park Group LLC | 0.34% | Add +198.2% | 46,306 | $4.5M |
| Midwest Professional Planners, LTD. | 1.50% | Reduce -40.4% | 46,294 | $4.5M |
| Tradition Wealth Management, LLC | 0.43% | Reduce -0.9% | 46,224 | $4.5M |
| Northwest Capital Management Inc | 1.63% | Reduce -21.5% | 46,061 | $4.5M |
| Choate Investment Advisors | 0.12% | Reduce -64.1% | 45,706 | $4.4M |
| Prudential PLC | 0.03% | Reduce -25.5% | 45,703 | $4.4M |
| AMG National Trust Bank | 0.12% | Add +25.4% | 45,601 | $4.4M |
| Pinnacle Wealth Planning Services, Inc. | 0.63% | Reduce -3.1% | 45,590 | $4.4M |
| Fiduciary Group, LLC | 0.47% | New | 45,361 | $4.4M |
| Quadrant Capital Group LLC | 0.33% | Reduce -41.6% | 45,279 | $4.4M |
| Arax Advisory Partners | 0.43% | Reduce -7.0% | 44,993 | $4.4M |
| Regal Investment Advisors LLC | 0.29% | Reduce -19.9% | 44,898 | $4.4M |
| Jackson, Grant Investment Advisers, Inc. | 1.75% | Add +2.6% | 44,595 | $4.3M |
| Accurate Wealth Management, LLC | 1.04% | Add +17.4% | 44,123 | $4.3M |
| Connecticut Wealth Management, LLC | 0.22% | Reduce -12.6% | 44,181 | $4.3M |
| Prairieview Wealth Partners, LLC | 3.65% | Reduce -48.8% | 44,120 | $4.3M |
| Arrowroot Family Office, LLC | 2.74% | Add +33.7% | 44,031 | $4.3M |
| Security Financial Services, INC. | 0.93% | Reduce -27.7% | 43,942 | $4.3M |
| Optas, LLC | 1.09% | Add +3.4% | 43,700 | $4.2M |
| Parallax Volatility Advisers, L.P. | 0.12% | No change | 43,651 | $4.2M |
| Foguth Wealth Management, LLC. | 1.87% | Add +43.5% | 43,610 | $4.2M |
| Crabel Capital Management, LLC | 5.19% | Add +33.9% | 43,508 | $4.2M |
| Ashton Thomas Private Wealth, LLC | 0.23% | Reduce -17.8% | 43,457 | $4.2M |
| E&G Advisors, LLC | 1.24% | Reduce -0.7% | 43,436 | $4.2M |
| Colonial Trust Advisors | 0.40% | Add +22.3% | 43,400 | $4.2M |
| Nomura Asset Management Co. Ltd. | 0.01% | Reduce -21.2% | 43,070 | $4.2M |
| Oarsman Capital, Inc. | 0.92% | Reduce -2.5% | 42,970 | $4.2M |
| KG Capital Management | 1.44% | Add +9.2% | 42,897 | $4.2M |
| Litman Gregory Wealth Management LLC | 0.37% | Add +6.5% | 42,872 | $4.2M |
| Sharper & Granite LLC | 1.98% | Reduce -9.0% | 42,663 | $4.1M |
| Ullmann Wealth Partners Group, LLC | 0.59% | Add +23.6% | 42,553 | $4.1M |
| HB Wealth Management, LLC | 0.05% | Reduce -13.0% | 42,128 | $4.1M |
| Glassy Mountain Advisors, Inc. | 1.51% | Add +13.3% | 42,015 | $4.1M |
| Algorithmic Investment Models, LLC | 3.17% | Reduce -7.3% | 41,712 | $4.0M |
| Simmons Bank | 0.30% | Reduce -0.7% | 41,579 | $4.0M |
| PFG Investments, LLC | 0.29% | Reduce -15.6% | 41,480 | $4.0M |
| AlphaQ Advisors LLC | 11.90% | Reduce -2.4% | 41,436 | $4.0M |
| Red Cedar Investment Management, LLC | 0.54% | No change | 40,848 | $4.0M |
| Family Investment Center, Inc. | 1.18% | Reduce -26.0% | 40,811 | $4.0M |
| Aspect Partners, LLC | 2.34% | Reduce -8.3% | 40,524 | $3.9M |
| Newport Capital Group, LLC | 3.11% | — | 40,505 | $3.9M |
| Family Wealth Partners, LLC | 2.04% | Add +3.4% | 40,477 | $3.9M |
| Legacy Wealth Management, LLC | 0.28% | Add +7.0% | 40,383 | $3.9M |
| Raffa Wealth Management, LLC | 1.11% | Add +71.5% | 40,369 | $3.9M |
| RKL Wealth Management LLC | 0.38% | Reduce -4.5% | 40,243 | $3.9M |
| Modus Advisors, LLC | 1.38% | Add +1.9% | 40,241 | $3.9M |
| J.W. Cole Advisors, Inc. | 0.18% | Reduce -40.3% | 40,174 | $3.9M |
| Private Trust Co. NA | 0.42% | Add +5.3% | 40,078 | $3.9M |
| Coastline Trust Co | 0.45% | Reduce -10.6% | 40,024 | $3.9M |
| Arbor Trust Wealth Advisors, LLC | 2.03% | Add +13.1% | 39,869 | $3.9M |
| Grove Bank & Trust | 0.62% | Reduce -7.3% | 39,798 | $3.9M |
| Pinnacle Financial Group, LLC / IL | 1.64% | Add +3.6% | 39,461 | $3.8M |
| Ti-Trust, Inc. | 2.93% | Add +1.3% | 39,147 | $3.8M |
| Randall & Associates Wealth Management | 3.41% | Add +2.8% | 38,961 | $3.8M |
| Savvy Advisors, Inc. | 1.23% | Add +137.8% | 38,869 | $3.8M |
| Leuthold Group, LLC | 0.43% | No change | 38,742 | $3.8M |
| International City Management Association Retirement Corp | 2.73% | Reduce -73.8% | 38,550 | $3.7M |
| Ironwood Investment Counsel, LLC | 0.66% | Reduce -60.5% | 38,284 | $3.7M |
| Colonial Trust Co / SC | 0.65% | Add +32.8% | 38,281 | $3.7M |
| Edgestream Partners, L.P. | 0.18% | New | 38,165 | $3.7M |
| Trustees of the Smith College | 23.46% | Reduce -72.3% | 38,006 | $3.7M |
| Royal Harbor Partners, LLC | 1.52% | Reduce -72.5% | 37,774 | $3.7M |
| Epiq Partners, LLC | 2.46% | Add +12.9% | 37,489 | $3.6M |
| Arista Wealth Management, LLC | 0.95% | New | 37,355 | $3.6M |
| Beacon Bridge Wealth Partners, LLC | 1.66% | Reduce -19.6% | 37,202 | $3.6M |
| Waycross Partners, LLC | 0.55% | No change | 37,110 | $3.6M |
| XML Financial, LLC | 0.36% | Reduce -1.8% | 36,765 | $3.6M |
| Coldstream Capital Management Inc. | 0.09% | Add +0.8% | 36,695 | $3.6M |
| Madrona Financial Services, LLC | 1.09% | Add +13.7% | 36,683 | $3.6M |
| Simon Quick Advisors, LLC | 0.25% | Reduce -8.4% | 36,613 | $3.6M |
| Mechanics Bank Trust Department | 0.50% | Reduce -8.7% | 36,256 | $3.5M |
| Bluestem Financial Advisors, LLC | 1.76% | Add +25.2% | 35,959 | $3.5M |
| Cornerstone Advisors Asset Management, LLC | 0.98% | Reduce -5.4% | 35,607 | $3.5M |
| Graypoint LLC | 0.24% | Add +10.5% | 35,111 | $3.4M |
| Adirondack Trust Co. | 1.39% | Reduce -0.7% | 35,061 | $3.4M |
| Canvas Wealth Advisors, LLC | 1.05% | Add +3.0% | 34,428 | $3.4M |
| SCS Capital Management LLC | 0.07% | Reduce -9.0% | 34,734 | $3.4M |
| Alamar Capital Management, LLC | 2.04% | — | 34,706 | $3.4M |
| Compass Ion Advisors, LLC | 0.48% | No change | 34,372 | $3.4M |
| MPS Loria Financial Planners, LLC | 1.07% | Reduce -1.2% | 34,289 | $3.3M |
| Stonekeep Investments, LLC | 2.69% | — | 34,201 | $3.3M |
| TPG Advisors LLC | 2.82% | — | 34,156 | $3.3M |
| Financial Counselors Inc. | 0.05% | Add +12.3% | 33,859 | $3.3M |
| J.Safra Asset Management Corp | 0.33% | Reduce -28.6% | 33,711 | $3.3M |
| Elevation Wealth Partners, LLC | 1.55% | Reduce -6.5% | 33,671 | $3.3M |
| Glenview Trust Co | 0.07% | Add +39.8% | 33,634 | $3.3M |
| NYL Investors LLC | 0.23% | Reduce -0.3% | 33,600 | $3.3M |
| Patten Group, Inc. | 0.77% | Reduce -7.4% | 33,429 | $3.2M |
| Iowa State Bank | 0.72% | Reduce -2.8% | 33,349 | $3.2M |
| D L Carlson Investment Group Inc. | 0.62% | Reduce -15.6% | 33,109 | $3.2M |
| Alhambra Investment Management LLC | 1.74% | Reduce -3.5% | 32,801 | $3.2M |
| United Asset Strategies, Inc. | 0.31% | Add +14.7% | 32,601 | $3.2M |
| Sierra Capital LLC | 0.42% | Reduce -31.5% | 32,358 | $3.1M |
| Compass Financial Group, Inc. | 1.55% | Add +1.5% | 31,911 | $3.1M |
| Chicago Capital, LLC | 0.09% | New | 32,072 | $3.1M |
| Sound View Wealth Advisors Group, LLC | 0.32% | Add +6.4% | 31,919 | $3.1M |
| First Interstate Bank | 0.21% | Reduce -0.6% | 31,801 | $3.1M |
| Kingswood Wealth Advisors, LLC | 0.28% | Add +23.1% | 31,680 | $3.1M |
| All Season Financial Advisors, Inc. | 2.77% | New | 31,444 | $3.1M |
| First Financial Bank - Trust Division | 0.30% | Reduce -10.0% | 31,338 | $3.0M |
| TD Waterhouse Canada Inc. | 0.03% | Reduce -7.5% | 31,588 | $3.0M |
| Ballew Advisors, Inc | 2.01% | Reduce -3.8% | 30,958 | $3.0M |
| Leavell Investment Management, Inc. | 0.17% | Reduce -4.7% | 31,119 | $3.0M |
| Merit Financial Group, LLC | 0.07% | Add +6.4% | 30,959 | $3.0M |
| FourThought Financial Partners, LLC | 0.39% | Add +8.9% | 30,958 | $3.0M |
| Gryphon Financial Partners LLC | 0.45% | Add +6.9% | 30,736 | $3.0M |
| New Wave Wealth Advisors LLC | 1.60% | — | 30,711 | $3.0M |
| Soltis Investment Advisors LLC | 0.32% | Add +14.2% | 30,681 | $3.0M |
| Columbus Macro, LLC | 1.15% | Add +21.4% | 30,482 | $3.0M |
| Moody National Bank Trust Division | 0.23% | No change | 30,340 | $2.9M |
| Counterweight Ventures, LLC | 2.22% | Add +9.8% | 30,261 | $2.9M |
| Cahill Wealth Management, LLC | 1.75% | Add +4.0% | 30,230 | $2.9M |
| Savant Capital, LLC | 0.03% | Add +21.5% | 30,215 | $2.9M |
| Proficio Capital Partners LLC | 0.31% | Reduce -46.0% | 30,135 | $2.9M |
| Aletheian Wealth Advisors LLC | 1.54% | Reduce -1.0% | 30,106 | $2.9M |
| Sterling Investment Advisors LLC | 1.78% | Reduce -7.1% | 30,002 | $2.9M |
| Continental Investors Services, Inc. | 6.43% | Add +5.3% | 29,737 | $2.9M |
| Alesco Advisors, LLC, An ESL Co | 0.09% | Reduce -1.4% | 29,705 | $2.9M |
| Moneda S.A. Administradora General de Fondos | 2.03% | Add +3.6% | 29,691 | $2.9M |
| Snowden Capital Advisors LLC | 0.09% | Add +3.2% | 29,690 | $2.9M |
| Waldron Private Wealth LLC | 0.13% | Reduce -8.3% | 29,674 | $2.9M |
| Donaldson Capital Management, LLC | 0.12% | Reduce -10.4% | 29,609 | $2.9M |
| Saxon Interests, Inc. | 1.35% | Add +1.8% | 29,298 | $2.8M |
| First Trust Advisors LP | 0.00% | Reduce -3.1% | 29,206 | $2.8M |
| Smith Thornton Advisors LLC | 2.08% | — | 29,068 | $2.8M |
| Smith, Moore & Co. | 0.29% | Add +0.0% | 28,960 | $2.8M |
| Cobblestone Capital Advisors LLC | 0.17% | Reduce -4.0% | 28,953 | $2.8M |
| Smith Anglin Financial, LLC | 0.28% | Add +7.8% | 28,616 | $2.8M |
| Asset Management Group, Inc. | 0.42% | Reduce -0.1% | 28,524 | $2.8M |
| One Capital Management, LLC | 0.09% | Add +0.4% | 28,012 | $2.7M |
| Flagship Private Wealth, LLC | 1.61% | Add +12.2% | 27,989 | $2.7M |
| CGN Advisors LLC | 0.32% | Add +8.0% | 27,978 | $2.7M |
| DAVENPORT & Co LLC | 0.02% | Reduce -1.1% | 27,869 | $2.7M |
| Kovack Advisors, Inc. | 0.30% | New | 27,852 | $2.7M |
| Cherry Tree Wealth Management, LLC | 0.67% | Reduce -13.4% | 27,558 | $2.7M |
| Merkkuri Wealth Advisors LLC | 2.46% | — | 27,491 | $2.7M |
| Good Life Advisors, LLC | 0.22% | Add +361.3% | 27,261 | $2.6M |
| Victory Financial Group, LLC | 1.24% | New | 27,255 | $2.6M |
| Wolf Group Capital Advisors | 1.04% | Add +105.7% | 27,229 | $2.6M |
| Prosperity Planning, Inc. | 0.91% | New | 27,177 | $2.6M |
| Main Management LLC | 0.22% | Reduce -0.2% | 26,976 | $2.6M |
| Wealth Management Associates, Inc. | 1.22% | No change | 26,698 | $2.6M |
| Hollencrest Capital Management | 0.11% | Reduce -7.9% | 26,532 | $2.6M |
| Lansing Street Advisors | 1.07% | Reduce -7.7% | 26,444 | $2.6M |
| Ascentis Independent Advisors | 0.53% | — | 26,391 | $2.6M |
| American National Bank & Trust | 0.32% | Reduce -0.4% | 26,132 | $2.5M |
| Mosaic Advisors LLC | 2.03% | Add +0.9% | 25,978 | $2.5M |
| Riverview Trust Co | 2.38% | No change | 25,819 | $2.5M |
| Hoxton Planning & Management, LLC | 1.16% | Add +8.1% | 25,756 | $2.5M |
| McLean Asset Management Corp | 0.80% | Add +52.1% | 25,384 | $2.5M |
| Patriot Financial Group Insurance Agency, LLC | 0.36% | Reduce -2.2% | 25,460 | $2.5M |
| Salem Investment Counselors Inc. | 0.08% | Add +78.6% | 25,406 | $2.5M |
| Steel Grove Capital Advisors, LLC | 0.34% | Reduce -35.9% | 25,332 | $2.5M |
| WealthShield Partners, LLC | 0.37% | Reduce -16.0% | 25,242 | $2.5M |
| Pettyjohn, Wood & White, Inc. | 0.47% | Add +3.2% | 24,827 | $2.4M |
| Quadrature Capital Ltd | 0.04% | New | 24,616 | $2.4M |
| Occidental Asset Management, LLC | 0.42% | Add +17.1% | 24,511 | $2.4M |
| Accel Wealth Management | 0.95% | Add +15.8% | 24,401 | $2.4M |
| Roberts Financial Services LLC | 0.48% | Reduce -3.6% | 24,383 | $2.4M |
| Pictet Asset Management Holding SA | 0.00% | New | 24,220 | $2.4M |
| Christensen, King & Associates Investment Services, Inc. | 1.16% | Reduce -5.0% | 24,179 | $2.3M |
| EPIQ Capital Group, LLC | 0.82% | Add +122.7% | 24,088 | $2.3M |
| Capital Advisory Group Advisory Services, LLC | 1.00% | Add +65.1% | 24,008 | $2.3M |
| Cascade Financial Partners, LLC | 0.31% | Reduce -0.0% | 23,993 | $2.3M |
| LCNB Corp. | 0.87% | Add +0.9% | 23,944 | $2.3M |
| C2C Wealth Management, LLC | 2.26% | No change | 23,854 | $2.3M |
| Retirement Systems of Alabama | 0.01% | Add +9.3% | 23,818 | $2.3M |
| Measured Wealth Private Client Group, LLC | 0.80% | Reduce -56.5% | 23,465 | $2.3M |
| Moss Adams Wealth Advisors LLC | 0.31% | Reduce -4.5% | 23,260 | $2.3M |
| Advisor OS, LLC | 0.25% | Reduce -0.1% | 23,163 | $2.2M |
| Source Financial Advisors LLC | 0.69% | Reduce -56.4% | 23,068 | $2.2M |
| Daymark Wealth Partners, LLC | 0.10% | Add +46.6% | 22,871 | $2.2M |
| Cooksen Wealth, LLC | 2.22% | Reduce -2.7% | 22,715 | $2.2M |
| Financial Sense Advisors, Inc. | 0.70% | Reduce -76.5% | 22,705 | $2.2M |
| HBK Sorce Advisory LLC | 0.08% | Add +0.3% | 22,524 | $2.2M |
| Bigelow Investment Advisors, LLC | 1.03% | Add +9.1% | 22,287 | $2.2M |
| Sandy Spring Bank | 0.10% | Add +4.8% | 22,245 | $2.2M |
| Wells Financial Advisors INC | 1.42% | Reduce -4.9% | 22,245 | $2.2M |
| Raymond James Trust Co. of NH | 20.04% | Add +3.8% | 22,180 | $2.2M |
| TFB Advisors LLC | 0.70% | Add +14.2% | 22,078 | $2.1M |
| Wealthcare Capital Management LLC | 0.23% | Reduce -16.1% | 22,072 | $2.1M |
| Wilmington Savings Fund Society, FSB | 0.08% | No change | 22,071 | $2.1M |
| Canal Capital Management, LLC | 0.37% | Reduce -57.4% | 22,069 | $2.1M |
| Retireful, LLC | 1.01% | New | 22,034 | $2.1M |
| SlateStone Wealth, LLC | 0.23% | Reduce -4.5% | 21,975 | $2.1M |
| Delos Wealth Advisors, LLC | 2.05% | Add +6.2% | 21,829 | $2.1M |
| Financial Strategies Group, Inc. | 0.53% | Reduce -2.6% | 21,723 | $2.1M |
| NTV Asset Management LLC | 0.30% | Add +183.1% | 21,640 | $2.1M |
| Heritage Wealth Management, Inc. | 0.70% | — | 21,493 | $2.1M |
| Sheets Smith Wealth Management | 0.25% | Add +0.5% | 21,564 | $2.1M |
| Bedell Frazier Investment Counselling, LLC | 0.50% | Reduce -0.5% | 21,408 | $2.1M |
| Avior Wealth Management, LLC | 0.09% | Add +85.6% | 21,387 | $2.1M |
| Mission Wealth Management, LP | 0.06% | Reduce -66.8% | 21,270 | $2.1M |
| Koshinski Asset Management, Inc. | 0.19% | Add +21.6% | 21,085 | $2.1M |
| United Advisor Group, LLC | 0.64% | Add +18.8% | 21,151 | $2.1M |
| Thompson Siegel & Walmsley LLC | 0.03% | Reduce -0.0% | 20,986 | $2.0M |
| MassMutual Private Wealth & Trust, FSB | 0.06% | Reduce -2.1% | 20,976 | $2.0M |
| Davidson Trust Co. | 1.40% | Reduce -8.4% | 20,968 | $2.0M |
| Rather & Kittrell, Inc. | 0.56% | Reduce -1.4% | 20,917 | $2.0M |
| Chandler Asset Management, Inc. | 0.41% | No change | 20,904 | $2.0M |
| Olde Wealth Management, LLC | 0.77% | Reduce -0.5% | 20,732 | $2.0M |
| Fairway Wealth LLC | 1.18% | Add +3.5% | 20,711 | $2.0M |
| Ascent Wealth Partners, LLC | 0.29% | Reduce -3.4% | 20,710 | $2.0M |
| McKinley Capital Management LLC | 0.35% | Add +1.1% | 20,694 | $2.0M |
| West Michigan Advisors, LLC | 0.64% | Add +2.5% | 20,584 | $2.0M |
| Intergy Private Wealth, LLC | 0.82% | Add +50.1% | 20,563 | $2.0M |
| Naples Global Advisors, LLC | 0.20% | Add +118.4% | 20,498 | $2.0M |
| Total Investment Management Inc. | 0.26% | Add +8.3% | 20,486 | $2.0M |
| Thompson Investment Management, Inc. | 0.31% | Add +85.7% | 20,479 | $2.0M |
| Stockman Wealth Management, Inc. | 0.35% | Add +6.4% | 20,463 | $2.0M |
| Gotham Asset Management | 0.03% | Add +51.5% | 20,423 | $2.0M |
| IFG Advisory, LLC | 0.13% | Reduce -6.6% | 20,407 | $2.0M |
| Long Run Wealth Advisors, LLC | 0.50% | Add +0.3% | 20,389 | $2.0M |
| Whittier Trust Co. of Nevada Inc. | 0.05% | Add +3.0% | 20,255 | $2.0M |
| Frontier Asset Management, LLC | 0.70% | Add +2.3% | 19,989 | $1.9M |
| Hayek Kallen Investment Management | 0.72% | Reduce -7.4% | 19,971 | $1.9M |
| Auour Investments LLC | 0.72% | Add +3.7% | 19,919 | $1.9M |
| International Assets Investment Management, LLC | 0.18% | Add +3.5% | 19,909 | $1.9M |
| Northstar Advisory Group, LLC | 1.10% | Reduce -51.6% | 19,706 | $1.9M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | Reduce -10.1% | 17,694 | $1.9M |
| Napatree Capital LLC | 1.55% | Add +0.0% | 19,663 | $1.9M |
| Joseph P. Lucia & Associates, LLC | 0.96% | Add +6.5% | 19,354 | $1.9M |
| Townsquare Capital LLC | 0.03% | Reduce -33.6% | 19,198 | $1.9M |
| Aviance Capital Partners, LLC | 0.27% | Add +1.1% | 19,193 | $1.9M |
| Pinnacle Associates Ltd. | 0.03% | Add +4.8% | 19,131 | $1.9M |
| Atwater Malick LLC | 0.64% | Reduce -0.3% | 19,092 | $1.9M |
| SC&H Financial Advisors, Inc. | 0.45% | Add +18.5% | 19,042 | $1.8M |
| CX Institutional | 0.09% | Reduce -3.5% | 18,878 | $1.8M |
| Halter Ferguson Financial Inc. | 1.29% | Add +6.5% | 18,754 | $1.8M |
| Stevens Capital Partners | 0.94% | Reduce -2.5% | 18,744 | $1.8M |
| Zhang Financial LLC | 0.13% | Add +11.7% | 18,734 | $1.8M |
| Culbertson A N & Co. Inc. | 0.32% | Reduce -13.8% | 18,680 | $1.8M |
| Lindbrook Capital, LLC | 0.17% | Add +59.8% | 18,553 | $1.8M |
| Headlands Technologies LLC | 0.19% | New | 18,538 | $1.8M |
| Trilogy Capital Inc. | 0.10% | Reduce -25.6% | 18,429 | $1.8M |
| Carr Financial Group Corp | 0.57% | Reduce -15.9% | 18,401 | $1.8M |
| Rockbridge Investment Management, LCC | 0.25% | Add +1.2% | 18,387 | $1.8M |
| Grey Ledge Advisors, LLC | 0.49% | Add +5.8% | 18,385 | $1.8M |
| Coppell Advisory Solutions LLC | 0.29% | — | 18,266 | $1.8M |
| Bellwether Advisors, LLC | 0.37% | Reduce -8.2% | 18,248 | $1.8M |
| United Community Bank | 0.71% | Add +14.2% | 18,187 | $1.8M |
| KFA Private Wealth Group, LLC | 0.91% | Reduce -17.6% | 18,119 | $1.8M |
| Empowered Funds, LLC | 0.03% | Reduce -19.7% | 18,164 | $1.8M |
| Global Trust Asset Management, LLC | 0.70% | Reduce -1.0% | 18,017 | $1.7M |
| Summit Asset Management, LLC | 0.21% | Reduce -1.4% | 18,005 | $1.7M |
| Realta Investment Advisors | 0.34% | Add +115.5% | 17,936 | $1.7M |
| FOCUS Wealth Advisors, LLC | 0.89% | Add +0.3% | 17,918 | $1.7M |
| Ameritas Advisory Services, LLC | 0.07% | Add +16.3% | 17,918 | $1.7M |
| Acropolis Investment Management, LLC | 0.11% | Reduce -2.2% | 17,915 | $1.7M |
| Intelligence Driven Advisers, LLC | 0.24% | New | 17,726 | $1.7M |
| Clarius Group, LLC | 0.12% | Reduce -33.4% | 17,683 | $1.7M |
| Dearborn Partners LLC | 0.07% | Add +5.7% | 17,481 | $1.7M |
| Running Point Capital Advisors, LLC | 0.70% | Add +4.7% | 17,339 | $1.7M |
| Heritage Wealth Management, Inc. | 1.62% | Reduce -5.9% | 17,294 | $1.7M |
| Ballast, Inc. | 0.51% | Add +4.2% | 17,003 | $1.7M |
| Transamerica Financial Advisors, LLC | 0.18% | No change | 16,964 | $1.6M |
| Avion Wealth | 0.45% | Reduce -3.0% | 16,932 | $1.6M |
| Ignite Planners, LLC | 0.40% | Reduce -2.8% | 16,804 | $1.6M |
| JMG Financial Group, Ltd. | 0.06% | Add +2.0% | 16,879 | $1.6M |
| MIdWestOne Financial Group, Inc. | 0.30% | Add +38.6% | 16,871 | $1.6M |
| Becker Capital Management Inc. | 0.06% | Reduce -9.1% | 16,819 | $1.6M |
| StoneX Group Inc. | 0.13% | Reduce -2.4% | 16,814 | $1.6M |
| Larson Financial Group LLC | 0.11% | Reduce -9.4% | 16,787 | $1.6M |
| Aua Capital Management, LLC | 0.98% | Reduce -32.5% | 16,772 | $1.6M |
| American Investment Services, Inc. | 0.29% | Reduce -0.7% | 16,747 | $1.6M |
| TruNorth Capital Management, LLC | 0.52% | Reduce -1.1% | 16,630 | $1.6M |
| BKM Wealth Management, LLC | 0.77% | Add +24.0% | 16,574 | $1.6M |
| Evergreen Capital Management LLC | 0.06% | Add +0.6% | 16,518 | $1.6M |
| Bowie Capital Management, LLC | 0.11% | No change | 16,500 | $1.6M |
| World Investment Advisors | 0.10% | Reduce -27.2% | 16,498 | $1.6M |
| Citizens & Northern Corp. | 0.50% | New | 16,483 | $1.6M |
| KMG Fiduciary Partners, LLC | 0.16% | Add +186.9% | 16,388 | $1.6M |
| Retirement Guys Formula LLC | 0.76% | Reduce -2.9% | 16,366 | $1.6M |
| Old National Bancorp | 0.04% | No change | 16,141 | $1.6M |
| Narus Financial Partners, LLC | 0.63% | Add +7.3% | 16,133 | $1.6M |
| Trek Financial, LLC | 0.12% | Reduce -3.5% | 16,092 | $1.6M |
| Centennial Bank | 0.76% | Add +1.4% | 15,981 | $1.6M |
| Pitcairn Co. | 0.09% | No change | 15,957 | $1.5M |
| Dow Chemical Co. | 0.33% | No change | 15,912 | $1.5M |
| Weil Company, Inc. | 0.56% | Reduce -14.4% | 15,885 | $1.5M |
| LongView Wealth Management | 0.57% | Add +31.5% | 15,879 | $1.5M |
| Peapack Gladstone Financial Corp. | 0.02% | Reduce -27.1% | 15,788 | $1.5M |
| Clarity Financial LLC | 0.23% | Reduce -10.2% | 15,791 | $1.5M |
| Sound Income Strategies, LLC | 0.11% | Reduce -49.2% | 15,670 | $1.5M |
| Peterson Wealth Management | 0.94% | Reduce -59.7% | 15,667 | $1.5M |
| Hilltop Partners LLC | 0.56% | Reduce -91.4% | 15,638 | $1.5M |
| CAP Partners, LLC | 1.23% | Add +13.3% | 15,596 | $1.5M |
| Private Client Services, LLC | 0.95% | Add +4.3% | 15,583 | $1.5M |
| UMB Bank, n.a. | 0.02% | Reduce -22.3% | 15,583 | $1.5M |
| Cypress Capital Group | 0.18% | Add +14.1% | 15,581 | $1.5M |
| Tolleson Wealth Management, Inc. | 0.30% | Add +0.4% | 15,469 | $1.5M |
| Capital Investment Advisors, LLC | 0.03% | Add +29.9% | 15,423 | $1.5M |
| Schiavi & Co LLC | 0.59% | Add +27.5% | 15,421 | $1.5M |
| Bessemer Group Inc. | 0.00% | Reduce -43.2% | 15,300 | $1.5M |
| Westwood Holdings Group Inc. | 0.01% | Reduce -4.2% | 15,286 | $1.5M |
| TSA Wealth Managment LLC | 0.63% | Reduce -19.5% | 15,108 | $1.5M |
| Lanark Financial, Inc. | 0.13% | Add +22.9% | 15,071 | $1.5M |
| Agilis Partners LLC | 0.45% | Reduce -2.0% | 15,069 | $1.5M |
| Western Wealth Management, LLC | 0.11% | Reduce -0.9% | 15,047 | $1.5M |
| Pinnacle Bancorp, Inc. | 0.43% | Reduce -4.1% | 14,983 | $1.5M |
| REDW Wealth LLC | 0.38% | Reduce -22.3% | 14,944 | $1.5M |
| Eight 31 Financial, LLC | 1.12% | Reduce -14.4% | 14,922 | $1.4M |
| Bear Mountain Capital, Inc. | 0.59% | Reduce -4.0% | 14,697 | $1.4M |
| WBH Advisory Inc. | 0.15% | Reduce -3.1% | 14,880 | $1.4M |
| Evergreen Advisors, LLC | 0.43% | No change | 14,869 | $1.4M |
| WestHill Financial Advisors, Inc. | 0.35% | Reduce -0.1% | 14,803 | $1.4M |
| FineMark National Bank & Trust | 0.05% | Add +0.7% | 14,659 | $1.4M |
| Sage Financial Group Inc. | 0.12% | Add +21.8% | 14,615 | $1.4M |
| Nations Financial Group Inc, /Ia/ | 0.12% | Add +3.1% | 14,586 | $1.4M |
| LYNX Capital Group Ltd. | 0.97% | Reduce -2.2% | 14,476 | $1.4M |
| New England Private Wealth Advisors LLC | 0.25% | Add +0.9% | 14,472 | $1.4M |
| Wealth Dimensions Group, Ltd. | 0.40% | Reduce -23.5% | 14,417 | $1.4M |
| TCV Trust & Wealth Management, Inc. | 0.13% | Add +14.6% | 14,396 | $1.4M |
| Cromwell Holdings LLC | 0.84% | — | 14,385 | $1.4M |
| Curi Capital, LLC | 0.03% | Reduce -30.8% | 14,359 | $1.4M |
| Evernest Financial Advisors, LLC | 0.62% | Add +15.1% | 14,333 | $1.4M |
| Tennessee Valley Asset Management Partners | 0.26% | Add +75.9% | 14,195 | $1.4M |
| Brasada Capital Management, LP | 0.24% | Reduce -9.7% | 14,041 | $1.4M |
| IFP Advisors, Inc | 0.05% | Reduce -8.9% | 14,113 | $1.4M |
| Neuberger Berman Group LLC | 0.00% | Reduce -14.6% | 14,099 | $1.4M |
| McNaughton Wealth Management, LLC | 0.73% | Add +2.1% | 14,095 | $1.4M |
| Annex Advisory Services, LLC | 0.05% | Reduce -31.0% | 14,042 | $1.4M |
| Rede Wealth, LLC | 1.25% | Add +2.4% | 14,025 | $1.4M |
| Procyon Advisors, LLC | 0.10% | Add +26.9% | 14,020 | $1.4M |
| Five Oceans Advisors | 0.71% | Add +3.4% | 14,016 | $1.4M |
| RBA Wealth Management, LLC | 0.54% | Add +1.0% | 14,008 | $1.4M |
| AlphaStar Capital Management, LLC | 0.13% | Add +60.8% | 13,976 | $1.4M |
| Aptus Capital Advisors, LLC | 0.03% | Reduce -1.1% | 13,927 | $1.4M |
| King Wealth Management Group | 0.22% | Reduce -7.2% | 13,650 | $1.3M |
| Independent Financial Group, LLC | 0.05% | Reduce -3.3% | 13,621 | $1.3M |
| Susquehanna International Group Ltd. | 0.33% | New | 13,576 | $1.3M |
| Anchor Capital Advisors LLC | 0.04% | Add +1.0% | 13,564 | $1.3M |
| Tower Research Capital LLC (TRC) | 0.02% | Add +55.1% | 13,560 | $1.3M |
| Range Financial Group LLC | 0.67% | Add +3.3% | 13,553 | $1.3M |
| F/m Investments LLC | 0.05% | New | 13,540 | $1.3M |
| Balboa Wealth Partners | 0.35% | Add +394.6% | 13,522 | $1.3M |
| Red Tortoise LLC | 0.72% | Add +0.9% | 13,522 | $1.3M |
| Private Ocean, LLC | 0.12% | Add +1.9% | 13,486 | $1.3M |
| Voya Financial Advisors, Inc. | 0.14% | Reduce -1.7% | 13,024 | $1.3M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.21% | Add +6.5% | 13,086 | $1.3M |
| Total Wealth Planning, LLC | 0.21% | Reduce -1.3% | 12,901 | $1.3M |
| Garrison Point Advisors, LLC | 0.83% | Add +2.9% | 13,010 | $1.3M |
| Ariadne Wealth Management, LP | 0.99% | — | 12,979 | $1.3M |
| Private Capital Management, LLC | 0.15% | Reduce -0.8% | 12,962 | $1.3M |
| Bakala Capital LLC | 9.07% | Add +21.8% | 12,959 | $1.3M |
| Private Wealth Group, LLC | 0.66% | No change | 12,959 | $1.3M |
| Lazari Capital Management, Inc. | 0.57% | New | 12,934 | $1.3M |
| Altfest L J & Co. Inc. | 0.17% | Add +2.5% | 12,933 | $1.3M |
| Roger Wittlin Investment Advisory, LLC | 0.80% | Add +292.7% | 12,912 | $1.3M |
| SteelPeak Wealth, LLC | 0.06% | Add +5.4% | 12,864 | $1.2M |
| Financial Partners Group, LLC | 0.48% | Reduce -0.6% | 12,855 | $1.2M |
| Phillips Wealth Planners LLC | 1.30% | Add +4.4% | 12,651 | $1.2M |
| Presidio Capital Management, LLC | 0.86% | New | 12,663 | $1.2M |
| Stewardship Advisors, LLC | 0.41% | Add +3.2% | 12,631 | $1.2M |
| Wedbush Securities Inc. | 0.04% | Reduce -6.0% | 12,576 | $1.2M |
| Mesirow Financial Investment Management, Inc. | 0.03% | Add +11.4% | 12,570 | $1.2M |
| Tsfg, LLC | 0.29% | Reduce -3.1% | 12,564 | $1.2M |
| ORG Partners LLC | 0.15% | New | 12,536 | $1.2M |
| Beam Wealth Advisors, Inc. | 0.40% | New | 12,396 | $1.2M |
| Centaurus Financial, Inc. | 0.08% | Add +312.5% | 12,339 | $1.2M |
| Blue Fin Capital, Inc. | 0.24% | Reduce -3.3% | 12,296 | $1.2M |
| Rakuten Investment Management, Inc. | 0.01% | New | 12,185 | $1.2M |
| Tradewinds, LLC. | 0.36% | New | 12,196 | $1.2M |
| Strategic Blueprint, LLC | 0.08% | Reduce -1.9% | 12,137 | $1.2M |
| BBR Partners, LLC | 0.10% | Add +67.6% | 12,096 | $1.2M |
| Tradewinds Capital Management, LLC | 0.35% | Add +2848.3% | 12,088 | $1.2M |
| Consolidated Portfolio Review Corp | 0.27% | Add +44.6% | 12,085 | $1.2M |
| Werba Rubin Papier Wealth Management | 0.32% | Add +227.7% | 12,074 | $1.2M |
| Ingalls & Snyder LLC | 0.05% | No change | 12,056 | $1.2M |
| Horizons Wealth Management | 0.93% | Add +10.1% | 11,903 | $1.2M |
| V2 Financial group LLC | 0.78% | Reduce -3.3% | 11,795 | $1.2M |
| William Howard & Co Financial Advisors Inc | 1.07% | No change | 11,939 | $1.2M |
| Triumph Capital Management | 0.45% | Add +119.8% | 11,929 | $1.2M |
| Sepio Capital, LP | 0.11% | Reduce -0.6% | 11,909 | $1.2M |
| Affinity Investment Advisors, LLC | 0.87% | No change | 11,890 | $1.2M |
| Prevail Innovative Wealth Advisors, LLC | 0.41% | Add +7.6% | 11,886 | $1.2M |
| FWG Holdings, LLC | 0.58% | Add +1.3% | 11,736 | $1.2M |
| LifePro Asset Management | 0.82% | Add +6.2% | 11,821 | $1.1M |
| Forza Wealth Management, LLC | 0.59% | Add +2.2% | 11,729 | $1.1M |
| Schechter Investment Advisors, LLC | 0.09% | Reduce -17.9% | 11,609 | $1.1M |
| Fermata Advisors, LLC | 0.26% | Reduce -56.1% | 11,564 | $1.1M |
| Lifeworks Advisors, LLC | 0.31% | Reduce -5.1% | 11,538 | $1.1M |
| Apollon Financial, LLC | 0.36% | Reduce -8.7% | 11,345 | $1.1M |
| Affinity Capital Advisors, LLC | 0.23% | Reduce -30.3% | 11,343 | $1.1M |
| Boothbay Fund Management, LLC | 0.04% | New | 11,342 | $1.1M |
| Resurgent Financial Advisors LLC | 0.69% | Reduce -1.7% | 11,316 | $1.1M |
| Stephens Consulting, LLC | 0.31% | Add +10.8% | 11,257 | $1.1M |
| Bourgeon Capital Management LLC | 0.21% | Add +6.8% | 11,228 | $1.1M |
| Shepherd Financial Partners LLC | 0.14% | Reduce -2.8% | 11,206 | $1.1M |
| Veltria Advisors Corp. | 0.39% | No change | 11,180 | $1.1M |
| HighMark Wealth Management LLC | 0.65% | Add +8.7% | 11,166 | $1.1M |
| GE Investment Management Corp. | 0.29% | Reduce -99.1% | 11,148 | $1.1M |
| Vannoy Advisory Group, Inc. | 0.84% | Add +22.5% | 11,146 | $1.1M |
| Mayflower Financial Advisors, LLC | 0.18% | Reduce -4.1% | 11,099 | $1.1M |
| Carrera Capital Advisors | 0.35% | — | 11,086 | $1.1M |
| Old Mission Investment Co LLC | 0.35% | Reduce -7.2% | 11,074 | $1.1M |
| John W. Brooker & Co., CPAs | 0.54% | Reduce -2.9% | 11,067 | $1.1M |
| Pinebridge Investments, L.P. | 0.01% | Reduce -3.5% | 11,005 | $1.1M |
| Vawter Financial, Ltd. | 0.73% | Add +0.9% | 11,001 | $1.1M |
| Nilsine Partners, LLC | 0.14% | Add +1.9% | 10,931 | $1.1M |
| Atlas Private Wealth Advisors | 0.17% | Add +80.7% | 10,918 | $1.1M |
| Providence Capital Advisors, LLC | 0.23% | Add +3.4% | 10,917 | $1.1M |
| Capital Management Associates, Inc | 0.64% | New | 10,832 | $1.1M |
| BTC Capital Management, Inc. | 0.10% | No change | 10,756 | $1.0M |
| Ellis Investment Partners, LLC | 0.22% | Add +6.3% | 10,743 | $1.0M |
| Pacific Financial Group Inc. | 0.74% | Add +0.4% | 10,698 | $1.0M |
| Gries Financial LLC | 0.21% | Reduce -3.0% | 10,651 | $1.0M |
| JGP Wealth Management, LLC | 0.15% | New | 10,647 | $1.0M |
| Madison Wealth Partners, Inc | 0.35% | Reduce -15.7% | 10,625 | $1.0M |
| Brady Family Wealth, LLC | 0.33% | No change | 10,598 | $1.0M |
| Nvwm, LLC | 0.27% | Add +21.8% | 10,590 | $1.0M |
| Jacobi Capital Management LLC | 0.09% | Reduce -14.4% | 10,557 | $1.0M |
| Goldstone Financial Group, LLC | 0.20% | Reduce -26.4% | 10,446 | $1.0M |
| Signature Estate & Investment Advisors LLC | 0.03% | New | 10,373 | $1.0M |
| CIBC Asset Management Inc | 0.00% | Reduce -9.1% | 10,365 | $1.0M |
| Farrell Financial LLC | 0.78% | Reduce -31.3% | 10,353 | $1.0M |
| Strategic Wealth Partners, Ltd. | 0.10% | Add +63.5% | 10,313 | $1.0M |
| First National Corp. /Ma/ | 0.24% | New | 10,285 | $998K |
| Badgley Phelps Wealth Managers, LLC | 0.02% | Reduce -7.3% | 10,266 | $996K |
| Belpointe Asset Management LLC | 0.07% | Reduce -3.0% | 10,240 | $994K |
| Silver Oak Securities, Incorporated | 0.15% | Add +134.8% | 10,229 | $993K |
| Register Financial Advisors LLC | 0.50% | Add +12.3% | 10,227 | $993K |
| Signaturefd, LLC | 0.02% | Reduce -7.7% | 10,150 | $985K |
| GeoWealth Management, LLC | 0.04% | Reduce -10.1% | 10,089 | $979K |
| Claro Advisors Inc. | 0.15% | Reduce -7.8% | 10,073 | $978K |
| HRC Wealth Management, LLC | 0.67% | Reduce -4.8% | 10,070 | $977K |
| Financial Consulate, Inc. | 0.29% | Reduce -2.5% | 10,068 | $977K |
| Advus Financial Partners, LLC | 0.30% | Reduce -7.2% | 9,991 | $970K |
| Transcendent Capital Group LLC | 0.56% | Reduce -1.3% | 9,940 | $965K |
| Lodestar Private Asset Management LLC | 0.13% | Reduce -11.7% | 9,936 | $964K |
| Spreng Capital Management, Inc. | 0.50% | Reduce -1.2% | 9,925 | $963K |
| Boomfish Wealth Group, LLC | 0.62% | Add +59.5% | 9,902 | $961K |
| Argent Trust Co | 0.04% | Reduce -86.3% | 9,899 | $961K |
| Physician Wealth Advisors, Inc. | 0.18% | Add +6.9% | 9,731 | $958K |
| Integrated Investment Consultants, LLC | 0.26% | No change | 9,734 | $953K |
| Kampmann Melissa S. | 0.69% | Add +12.3% | 9,778 | $949K |
| Inscription Capital, LLC | 0.15% | Add +1.1% | 9,680 | $940K |
| Noble Family Wealth, LLC | 0.27% | No change | 9,676 | $939K |
| FinTrust Capital Advisors, LLC | 0.17% | Add +3.3% | 9,624 | $934K |
| Arkadios Wealth Advisors | 0.06% | Add +154.6% | 9,620 | $934K |
| Busey Bank | 0.03% | Add +0.6% | 9,544 | $926K |
| Capital Investment Advisory Services, LLC | 0.10% | Reduce -1.4% | 9,489 | $921K |
| Madden Advisory Services, Inc. | 0.47% | Reduce -1.6% | 9,478 | $920K |
| Mgo One Seven LLC | 0.04% | Reduce -5.7% | 9,457 | $918K |
| Hilltop Holdings Inc. | 0.11% | Reduce -39.5% | 9,347 | $907K |
| KPP Advisory Services LLC | 0.24% | Add +14.8% | 9,319 | $905K |
| NDWM LLC | 0.80% | No change | 9,305 | $903K |
| Penney Financial, LLC | 0.66% | Reduce -4.1% | 9,293 | $902K |
| Per Stirling Capital Management, LLC. | 0.15% | Add +10.2% | 9,282 | $901K |
| MorganRosel Wealth Management, LLC | 0.32% | Reduce -17.4% | 9,276 | $900K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.09% | Add +3.9% | 9,245 | $897K |
| Empirical Asset Management, LLC | 0.34% | New | 9,233 | $896K |
| PYA Waltman Capital, LLC | 0.33% | Reduce -2.7% | 9,232 | $896K |
| Creative Financial Designs Inc. | 0.08% | Add +0.3% | 9,105 | $884K |
| Castleview Partners, LLC | 0.50% | Reduce -26.3% | 9,063 | $880K |
| Buckingham Strategic Wealth, LLC | 0.01% | Reduce -48.0% | 8,999 | $874K |
| Rinkey Investments | 0.31% | Reduce -54.0% | 8,951 | $869K |
| Diversify Advisory Services, LLC | 0.05% | Reduce -21.2% | 8,869 | $865K |
| Edgemoor Investment Advisors, Inc. | 0.08% | Add +5.6% | 8,900 | $864K |
| Jaffetilchin Investment Partners, LLC | 0.07% | Add +0.7% | 8,890 | $863K |
| Central Pacific Bank - Trust Division | 0.11% | Reduce -23.2% | 8,868 | $861K |
| Angeles Investment Advisors, LLC | 0.04% | No change | 8,854 | $859K |
| Diversified Portfolios, Inc. | 0.11% | Reduce -5.0% | 8,837 | $858K |
| Blueprint Investment Partners LLC | 0.19% | Reduce -42.5% | 8,836 | $858K |
| Welch & Forbes LLC | 0.01% | Add +34.9% | 8,759 | $851K |
| Laird Norton Wetherby Wealth Management, LLC | 0.04% | Reduce -3.0% | 8,765 | $851K |
| BSW Wealth Partners | 0.14% | Add +29.5% | 8,727 | $847K |
| RHS Financial, LLC | 0.51% | Reduce -12.6% | 8,652 | $840K |
| International Private Wealth Advisors LLC | 1.41% | Add +11.5% | 8,620 | $837K |
| Simplicity Wealth,LLC | 0.02% | Add +56.3% | 8,611 | $836K |
| VestGen Investment Management | 0.25% | Add +62.2% | 8,595 | $834K |
| Maia Wealth LLC | 0.25% | — | 8,498 | $833K |
| Wealth Alliance Advisory Group, LLC | 0.19% | Add +216.2% | 8,530 | $828K |
| Investment Advisory Group, LLC | 0.32% | Add +1.2% | 8,510 | $826K |
| Pathway Financial Advisors LLC | 0.22% | Add +3.7% | 8,502 | $825K |
| Union Savings Bank | 0.43% | Reduce -9.7% | 8,457 | $821K |
| Perennial Investment Advisors, LLC | 0.12% | Reduce -6.8% | 8,436 | $819K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.09% | Add +1.9% | 8,384 | $814K |
| Kohmann Bosshard Financial Services, LLC | 0.11% | Reduce -36.7% | 8,365 | $812K |
| Ethos Financial Group, LLC | 0.14% | Reduce -7.4% | 8,264 | $802K |
| Brookmont Capital Management | 0.44% | Add +118.2% | 8,231 | $799K |
| Platte River Wealth Advisors, LLC | 0.22% | Reduce -7.7% | 8,220 | $798K |
| GFS Advisors, LLC | 0.13% | Reduce -43.4% | 4,639 | $796K |
| Atlanta Consulting Group Advisors, LLC | 0.17% | Add +55.4% | 8,066 | $783K |
| Titleist Asset Management, LLC | 0.12% | Add +18.4% | 8,056 | $782K |
| Flaharty Asset Management, LLC | 0.12% | Add +0.2% | 8,055 | $782K |
| Valley Forge Investment Consultants Inc. Adv | 0.29% | Add +0.8% | 7,969 | $774K |
| New World Advisors LLC | 0.21% | Reduce -70.7% | 7,953 | $772K |
| Twin Peaks Wealth Advisors, LLC | 0.38% | Reduce -32.7% | 7,913 | $768K |
| Axiom Advisory, LLC | 0.01% | New | 7,935 | $766K |
| Orgel Wealth Management, LLC | 0.02% | Add +119.0% | 7,879 | $765K |
| CIC Wealth, LLC | 0.21% | Add +4.9% | 7,797 | $757K |
| Napa Wealth Management | 0.51% | New | 7,737 | $751K |
| Successful Portfolios LLC | 0.52% | Add +0.0% | 7,722 | $750K |
| Dohj, LLC | 0.19% | Reduce -18.2% | 7,681 | $746K |
| Fsa Wealth Partners, Inc. | 0.20% | Reduce -91.8% | 7,674 | $745K |
| Orin Green Financial, LLC | 0.34% | New | 7,670 | $745K |
| MBL Wealth, LLC | 0.08% | Reduce -96.3% | 7,659 | $743K |
| Adapt Wealth Advisors, LLC | 0.47% | Reduce -15.3% | 7,658 | $743K |
| Strid Group, LLC | 0.12% | New | 7,657 | $743K |
| Summit Financial Strategies, Inc. | 0.09% | Add +3.2% | 7,634 | $741K |
| MCF Advisors LLC | 0.06% | Add +0.2% | 7,622 | $740K |
| Advisory Alpha, LLC | 0.03% | Add +0.3% | 7,496 | $728K |
| Country Club Bank | 0.05% | Reduce -9.2% | 7,424 | $724K |
| Towneley Capital Management, Inc / DE | 0.17% | Reduce -34.1% | 7,460 | $724K |
| Wharton Business Group, LLC | 0.04% | New | 7,451 | $723K |
| Howard Financial Services, LTD. | 0.12% | Reduce -0.9% | 7,388 | $717K |
| Maripau Wealth Management LLC | 0.49% | Add +4.4% | 7,343 | $713K |
| Cypress Wealth Services, LLC | 0.16% | Reduce -2.4% | 7,336 | $712K |
| Carnegie Investment Counsel | 0.02% | Reduce -9.7% | 7,316 | $710K |
| WNY Asset Management, LLC | 0.09% | Reduce -37.7% | 7,297 | $708K |
| Hibernia Wealth Partners, LLC | 0.25% | Add +101.9% | 7,288 | $707K |
| Pallas Capital Advisors LLC | 0.03% | Reduce -1.0% | 7,156 | $703K |
| Strategy Asset Managers LLC | 0.16% | New | 7,147 | $700K |
| TRUE Private Wealth Advisors | 0.08% | Reduce -19.0% | 7,205 | $699K |
| Guardian Capital Advisors LP | 0.07% | Add +1.8% | 7,126 | $696K |
| Clare Market Investments LLC | 0.19% | Reduce -89.2% | 7,165 | $696K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Reduce -2.4% | 7,153 | $694K |
| Armstrong Advisory Group, Inc. | 0.06% | Add +7.0% | 7,080 | $687K |
| Topel & Distasi Wealth Management, LLC | 0.30% | No change | 7,074 | $687K |
| Benchmark Wealth Management, LLC | 0.37% | Add +79.6% | 7,073 | $687K |
| WealthPLAN Partners, LLC | 0.07% | Add +16.7% | 7,067 | $686K |
| MRP Capital Investments, LLC | 0.64% | New | 7,067 | $686K |
| Plante Moran Financial Advisors, LLC | 0.07% | Reduce -13.6% | 7,066 | $686K |
| Invst, LLC | 0.08% | Reduce -21.5% | 7,070 | $680K |
| Veracity Capital LLC | 0.28% | Reduce -23.9% | 6,996 | $679K |
| Cornerstone Advisory, LLC | 0.10% | Add +18.1% | 6,959 | $675K |
| Warner Financial, Inc. | 0.33% | Add +0.0% | 6,919 | $672K |
| Benjamin Edwards Inc. | 0.13% | Reduce -2.0% | 6,901 | $670K |
| Alpha Cubed Investments, LLC | 0.03% | Reduce -3.8% | 6,899 | $670K |
| Mma Asset Management LLC | 0.31% | Reduce -6.2% | 6,872 | $667K |
| VAUGHAN & Co SECURITIES, INC. | 0.42% | Add +5.9% | 6,871 | $667K |
| Clarity Capital Partners LLC | 0.41% | Add +1.1% | 6,871 | $667K |
| Syverson Strege & Co | 0.23% | Add +3.2% | 6,859 | $666K |
| Abel Hall, LLC | 0.47% | Reduce -27.1% | 6,853 | $665K |
| Childress Capital Advisors, LLC | 0.19% | Add +6.2% | 6,841 | $664K |
| Tyler-Stone Wealth Management | 0.27% | Add +23.7% | 6,837 | $664K |
| Patten & Patten Inc. | 0.05% | Reduce -4.9% | 6,822 | $662K |
| Gerber, LLC | 0.52% | No change | 6,750 | $655K |
| Waterway Wealth Management, LLC | 0.32% | Reduce -9.8% | 6,741 | $654K |
| Fiduciary Financial Group, LLC | 0.16% | — | 6,644 | $654K |
| Transcend Capital Advisors, LLC | 0.05% | Add +7.6% | 6,725 | $653K |
| Strengthening Families & Communities, LLC | 0.19% | New | 6,710 | $651K |
| Vise Technologies, Inc. | 0.11% | New | 6,697 | $650K |
| Quadcap Wealth Management, LLC | 0.12% | Reduce -31.4% | 6,649 | $645K |
| Nottingham Advisors, Inc. | 0.08% | No change | 6,582 | $639K |
| Latitude Advisors, LLC | 0.39% | Reduce -20.8% | 6,576 | $638K |
| Lokken Investment Group LLC | 0.30% | Add +5.4% | 6,567 | $637K |
| Sage Mountain Advisors LLC | 0.06% | Add +11.7% | 6,543 | $635K |
| Flputnam Investment Management Co. | 0.01% | Reduce -51.0% | 6,532 | $634K |
| Balanced Rock Investment Advisors LLC | 0.53% | Reduce -3.1% | 6,515 | $632K |
| Cambridge Advisors Inc. | 0.15% | Add +1.7% | 6,458 | $627K |
| Calton & Associates, Inc. | 0.31% | Reduce -0.6% | 6,356 | $617K |
| Aviso Financial Inc. | 0.03% | — | 6,341 | $616K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.15% | Add +0.1% | 6,327 | $614K |
| Advocacy Wealth Management, LLC | 0.05% | Reduce -12.3% | 6,293 | $611K |
| Sterling Group Wealth Management, LLC | 0.35% | — | 6,292 | $611K |
| Montag A & Associates Inc. | 0.03% | Add +141.5% | 6,279 | $610K |
| Christopher J. Hasenberg, Inc | 0.28% | Add +95.8% | 6,271 | $609K |
| Balanced Wealth Group LLC | 0.28% | Reduce -63.4% | 6,284 | $605K |
| Haverford Trust Co | 0.01% | Reduce -1.6% | 6,213 | $603K |
| Fortitude Advisory Group L.L.C. | 0.36% | Reduce -2.9% | 6,212 | $603K |
| JSF Financial, LLC | 0.18% | Add +8.3% | 6,132 | $595K |
| Private Capital Management LLC | 0.12% | Add +25.9% | 6,121 | $594K |
| Independent Wealth Network Inc. | 0.28% | Reduce -3.7% | 6,091 | $591K |
| IMS Capital Management | 0.27% | Add +1.0% | 5,858 | $589K |
| Retirement Planning Group, LLC | 0.04% | Reduce -77.6% | 6,018 | $584K |
| Family Asset Management, LLC | 0.37% | Reduce -1.7% | 5,994 | $582K |
| Prairiewood Capital, LLC | 0.28% | Add +5.8% | 5,992 | $582K |
| XTX Topco Ltd | 0.05% | New | 5,968 | $579K |
| Moneco Advisors, LLC | 0.08% | Reduce -28.6% | 5,910 | $574K |
| Ledyard National Bank | 0.06% | Reduce -8.3% | 5,893 | $572K |
| Kingdom Financial Group LLC. | 0.39% | Reduce -47.7% | 5,889 | $572K |
| Berkeley Capital Partners, LLC | 0.17% | Add +0.8% | 5,884 | $571K |
| Heritage Trust Co | 0.07% | Reduce -15.2% | 5,858 | $569K |
| Strategies Wealth Advisors, LLC | 0.08% | Reduce -7.0% | 5,852 | $568K |
| FAS Wealth Partners, Inc. | 0.05% | Add +1.6% | 5,847 | $568K |
| Obsidian Cio, LLC | 0.13% | Reduce -67.0% | 5,823 | $565K |
| Rockland Trust Co. | 0.03% | Reduce -4.6% | 5,811 | $564K |
| Sunbelt Securities, Inc. | 0.06% | Reduce -20.9% | 5,783 | $561K |
| Clear Creek Financial Management, LLC | 0.07% | Reduce -16.3% | 5,775 | $560K |
| Palisade Asset Management, LLC | 0.06% | No change | 5,745 | $558K |
| HHM Wealth Advisors, LLC | 0.08% | Reduce -26.1% | 5,744 | $558K |
| Naviter Wealth, LLC | 0.08% | Reduce -1.2% | 5,739 | $557K |
| Traynor Capital Management, Inc. | 0.05% | Add +1.3% | 5,726 | $556K |
| RPS Advisory Solutions LLC | 0.51% | — | 5,713 | $555K |
| Burney Co./ | 0.02% | Add +2.4% | 5,703 | $554K |
| C M Bidwell & Associates Ltd. | 0.37% | Reduce -28.3% | 5,681 | $551K |
| Planned Solutions, Inc. | 0.27% | Reduce -6.3% | 5,674 | $551K |
| Discipline Wealth Solutions, LLC | 0.43% | New | 5,665 | $550K |
| Summit X, LLC | 0.12% | Add +13.1% | 5,649 | $550K |
| Regis Management CO LLC | 0.16% | Add +62.4% | 5,620 | $546K |
| Alpha Financial Advisors, LLC | 0.26% | Add +3.2% | 5,612 | $545K |
| Winthrop Advisory Group LLC | 0.07% | Add +90.7% | 5,607 | $544K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +5.4% | 5,596 | $543K |
| Truefg, LLC | 0.20% | Add +2.9% | 5,591 | $543K |
| Edge Financial Advisors LLC | 0.56% | New | 5,580 | $542K |
| MN Wealth Advisors, LLC | 0.31% | Reduce -5.9% | 5,576 | $541K |
| Revolve Wealth Partners, LLC | 0.09% | Add +5.0% | 5,575 | $541K |
| Seascape Capital Management | 0.20% | Reduce -15.1% | 5,532 | $537K |
| Ameraudi Asset Management, Inc. | 0.24% | No change | 5,520 | $536K |
| Summa Corp. | 0.26% | Add +37.5% | 5,500 | $534K |
| Essex Financial Services, Inc. | 0.04% | New | 282,016 | $529K |
| Oxinas Partners, LLC | 0.35% | Reduce -89.7% | 5,428 | $527K |
| McElhenny Sheffield Capital Management, LLC | 0.18% | Add +1.5% | 5,404 | $525K |
| Drucker Wealth 3.0, LLC | 0.14% | — | 5,384 | $523K |
| Bfsg, LLC | 0.07% | Add +4.8% | 5,380 | $522K |
| Modern Wealth Management, LLC | 0.04% | Add +11.3% | 5,359 | $520K |
| HUB Investment Partners, LLC | 0.03% | Reduce -30.3% | 5,333 | $518K |
| RiverFront Investment Group, LLC | 0.01% | Reduce -6.9% | 5,313 | $516K |
| Power Wealth Management LLC | 0.24% | Add +3.6% | 5,238 | $508K |
| NWK Group, Inc. | 0.21% | Add +2.5% | 5,238 | $508K |
| Crewe Advisors LLC | 0.06% | No change | 5,218 | $507K |
| Vigilare Wealth Management | 0.22% | Reduce -48.1% | 5,216 | $506K |
| Ironwood Wealth Management, LLC. | 0.16% | Add +0.7% | 5,173 | $502K |
| Aprio Wealth Management, LLC | 0.09% | Reduce -41.3% | 5,154 | $500K |
| Gradient Capital Advisors, LLC | 0.18% | No change | 5,140 | $499K |
| Leo Wealth, LLC | 0.05% | Add +0.7% | 5,163 | $497K |
| Thomasville National Bank | 0.04% | Reduce -5.1% | 5,116 | $497K |
| Fragasso Financial Advisors Inc | 0.04% | Reduce -9.2% | 5,105 | $496K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +3.9% | 5,087 | $494K |
| NorthRock Partners, LLC | 0.02% | Reduce -27.0% | 5,064 | $492K |
| Tidemark, LLC | 0.23% | Reduce -16.7% | 5,062 | $491K |
| First National Trust Co | 0.02% | Add +2.4% | 5,054 | $491K |
| LJI Wealth Management, LLC | 0.11% | Reduce -15.8% | 5,012 | $487K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.19% | Reduce -1.0% | 5,004 | $486K |
| Premier Path Wealth Partners, LLC | 0.08% | Add +68.2% | 4,990 | $484K |
| Boston Financial Mangement LLC | 0.02% | Reduce -1.9% | 4,968 | $482K |
| Bond & Devick Financial Network, Inc. | 0.26% | No change | 4,968 | $482K |
| Advance Capital Management, Inc. | 0.02% | Reduce -32.2% | 4,965 | $482K |
| Arlington Capital Management, Inc. | 0.41% | Reduce -3.7% | 4,921 | $478K |
| Crescent Grove Advisors, LLC | 0.05% | Reduce -44.5% | 4,891 | $475K |
| Pointe Capital Management LLC | 0.29% | Add +3.1% | 4,861 | $472K |
| Princeton Global Asset Management LLC | 0.10% | New | 4,857 | $471K |
| Beacon Financial Group | 0.05% | Add +45.5% | 4,826 | $468K |
| Patron Partners, LLC | 0.28% | Reduce -3.8% | 4,820 | $468K |
| Bernardo Wealth Planning LLC | 0.12% | Reduce -11.5% | 4,775 | $464K |
| Americana Partners, LLC | 0.04% | Reduce -22.2% | 4,764 | $462K |
| Elevation Point Wealth Partners, LLC | 0.04% | Reduce -2.4% | 4,743 | $460K |
| Fortis Capital Advisors, LLC | 0.17% | Reduce -13.0% | 4,730 | $459K |
| GFG Capital, LLC | 0.12% | No change | 4,697 | $456K |
| EverSource Wealth Advisors, LLC | 0.03% | Add +1.3% | 4,600 | $456K |
| Beaumont Financial Advisors, LLC | 0.04% | Add +3.1% | 4,685 | $455K |
| Melfa Wealth Management, Inc. | 0.32% | Add +5.4% | 4,674 | $454K |
| RTD Financial Advisors, Inc. | 0.06% | New | 4,660 | $452K |
| Motiv8 Investments LLC | 0.34% | Add +6.0% | 4,653 | $452K |
| Vantage Financial Partners Ltd., Inc. | 0.11% | Add +0.1% | 4,650 | $451K |
| Noesis Capital Mangement Corp. | 0.10% | Add +50.7% | 4,633 | $450K |
| Oxford Financial Group, LTD. LLC | 0.03% | Add +47.0% | 4,628 | $449K |
| Strategic Advocates LLC | 0.18% | Reduce -76.7% | 4,604 | $447K |
| Halbert Hargrove Global Advisors, LLC | 0.03% | Add +0.9% | 4,603 | $447K |
| Coastwise Capital Group, LLC | 0.43% | Reduce -1.6% | 4,599 | $446K |
| SWP Financial LLC | 0.29% | Reduce -94.5% | 4,595 | $446K |
| Davies Financial Advisors, Inc. | 0.42% | Reduce -87.0% | 4,594 | $446K |
| Chapin Davis, Inc. | 0.15% | Add +0.1% | 4,590 | $446K |
| J. W. Coons Advisors, LLC | 0.08% | No change | 4,586 | $445K |
| German American Bancorp, Inc. | 0.05% | No change | 4,542 | $441K |
| GTS Securities LLC | 0.01% | New | 4,485 | $435K |
| Worth Asset Management, LLC | 0.26% | New | 4,477 | $435K |
| Continuum Advisory, LLC | 0.06% | Add +9.4% | 4,464 | $433K |
| Aries Wealth Management | 0.14% | Add +4.7% | 4,448 | $432K |
| Venture Visionary Partners LLC | 0.02% | Reduce -1.1% | 4,423 | $429K |
| Tompkins Financial Corp. | 0.04% | Reduce -18.0% | 4,408 | $428K |
| Hassell Wealth Management, LLC | 0.19% | Add +0.2% | 4,338 | $428K |
| CFO4Life Group, LLC | 0.08% | Reduce -13.5% | 4,381 | $425K |
| Bulltick Wealth Management, LLC | 0.12% | No change | 4,370 | $424K |
| Moloney Securities Asset Management, LLC | 0.06% | Reduce -97.4% | 4,318 | $419K |
| Sentinel Pension Advisors, LLC | 0.09% | Reduce -4.5% | 4,316 | $419K |
| Howe & Rusling Inc. | 0.04% | Reduce -1.9% | 4,309 | $418K |
| Peregrine Asset Advisers, Inc. | 0.16% | Add +11.7% | 4,302 | $418K |
| McCollum Christoferson Group LLC | 0.12% | No change | 4,300 | $417K |
| Boston Research & Management Inc. | 0.10% | Add +11.0% | 4,280 | $415K |
| Sprott Inc. | 0.03% | Add +11.4% | 4,259 | $413K |
| SouthState Bank Corp | 0.03% | Reduce -1.8% | 4,241 | $412K |
| Mosaic Family Wealth Partners, LLC | 0.07% | Add +0.1% | 4,180 | $406K |
| Hanson & Doremus Investment Management | 0.07% | No change | 4,156 | $403K |
| Harbor Advisory Corp. | 0.14% | No change | 4,150 | $403K |
| Tempus Wealth Planning, LLC | 0.17% | Reduce -6.3% | 4,117 | $400K |
| Evoke Wealth, LLC | 0.58% | Reduce -99.6% | 4,095 | $398K |
| WealthCollab, LLC | 0.28% | No change | 4,082 | $396K |
| Willis Johnson & Associates, Inc. | 0.03% | Add +1.8% | 4,072 | $395K |
| Financial Management Professionals, Inc. | 0.05% | Reduce -3.3% | 4,050 | $393K |
| 25 LLC | 0.19% | Reduce -41.9% | 4,044 | $393K |
| MSH Capital Advisors LLC | 0.13% | New | 4,043 | $392K |
| Romano Brothers and Company | 0.05% | Add +7.5% | 4,041 | $392K |
| Holistic Financial Partners | 0.20% | Reduce -1.1% | 4,039 | $392K |
| Performance Wealth Partners, LLC | 0.01% | Reduce -83.4% | 4,039 | $392K |
| Bogart Wealth, LLC | 0.02% | Add +25.6% | 4,024 | $391K |
| Red Door Wealth Management, LLC | 0.07% | New | 4,011 | $389K |
| Frank, Rimerman Advisors LLC | 0.03% | No change | 3,996 | $388K |
| Ieq Capital, LLC | 0.01% | Add +9.4% | 3,979 | $386K |
| Wintrust Investments LLC | 0.03% | No change | 3,950 | $383K |
| Farmers National Bank | 0.12% | No change | 3,940 | $382K |
| Horan Securities, Inc. | 0.17% | Add +13.7% | 3,937 | $382K |
| Legacy Capital Wealth Partners, LLC | 0.10% | New | 3,934 | $382K |
| Plum Street Advisors, LLC | 0.22% | Reduce -18.8% | 3,926 | $381K |
| Stonebridge Capital Advisors LLC | 0.03% | Reduce -40.5% | 3,926 | $381K |
| Calamos Advisors LLC | 0.00% | Reduce -1.7% | 3,925 | $381K |
| Old Port Advisors | 0.11% | Reduce -11.7% | 3,918 | $380K |
| SOA Wealth Advisors, LLC. | 0.08% | Add +9.0% | 3,897 | $378K |
| Heritage Wealth Advisors | 0.02% | Add +2.2% | 3,875 | $376K |
| Your Advocates Ltd., LLP | 0.16% | Reduce -21.3% | 3,842 | $373K |
| Hanover Advisors Inc. | 0.17% | New | 3,836 | $372K |
| Gradient Investments LLC | 0.01% | Add +71.0% | 3,836 | $372K |
| Sax Wealth Advisors, LLC | 0.04% | Reduce -69.0% | 3,833 | $372K |
| Morningstar Investment Services LLC | 0.00% | Reduce -47.3% | 3,811 | $372K |
| Firethorn Wealth Partners, LLC | 0.21% | Reduce -1.9% | 3,809 | $370K |
| Ssi Investment Management LLC | 0.15% | No change | 3,809 | $370K |
| Members Wealth LLC | 0.25% | — | 3,756 | $368K |
| Wade Financial Advisory, Inc | 0.13% | Add +0.4% | 3,770 | $366K |
| Petix & Botte Co | 0.10% | Reduce -58.5% | 3,708 | $360K |
| Etfidea, LLC | 0.12% | Add +33.5% | 3,706 | $360K |
| Proffitt & Goodson Inc. | 0.06% | Reduce -1.7% | 3,693 | $358K |
| Clearbridge Investments, LLC | 0.00% | Reduce -2.1% | 3,680 | $357K |
| Allen Capital Group, LLC | 0.05% | Add +33.2% | 3,674 | $357K |
| Fort Washington Investment Advisors Inc. | 0.00% | Add +32.2% | 3,673 | $357K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -24.2% | 3,666 | $356K |
| Clear Investment Research, LLC | 0.46% | Add +0.2% | 3,654 | $355K |
| W Advisors, LLC | 0.23% | Reduce -0.6% | 3,640 | $353K |
| Brighton Jones LLC | 0.01% | Add +4.5% | 3,638 | $353K |
| Hengehold Capital Management LLC | 0.04% | Reduce -9.6% | 3,608 | $350K |
| Meadow Creek Wealth Advisors LLC | 0.33% | Reduce -0.3% | 3,605 | $350K |
| JT Stratford LLC | 0.07% | Add +47.8% | 3,604 | $350K |
| Clear Point Advisors Inc. | 0.29% | Reduce -9.4% | 3,591 | $349K |
| ARK & TLK Investments, LLC | 0.13% | Add +36.3% | 3,587 | $348K |
| Epic Trust Investment Advisors, LLC | 0.38% | Add +0.0% | 3,580 | $347K |
| GPS Wealth Strategies Group, LLC | 0.05% | Add +583.1% | 3,566 | $346K |
| MB Generational Wealth, LLC | 0.27% | New | 3,556 | $345K |
| Householder Group Estate & Retirement Specialist, LLC | 0.10% | Reduce -2.0% | 3,551 | $344K |
| PrairieView Partners, LLC | 0.04% | Add +9.6% | 3,554 | $344K |
| Swmg, LLC | 0.15% | Add +5.0% | 3,541 | $344K |
| Copperwynd Financial, LLC | 0.11% | Add +34.7% | 3,464 | $343K |
| TrinityPoint Wealth, LLC | 0.05% | Add +10.4% | 3,528 | $342K |
| Gallagher Fiduciary Advisors, LLC | 0.08% | Reduce -98.9% | 3,509 | $341K |
| Hardin Capital Partners, LLC | 0.22% | — | 3,503 | $340K |
| Gables Capital Management Inc. | 0.18% | Reduce -22.2% | 3,500 | $340K |
| North Star Investment Management Corp. | 0.02% | Add +0.7% | 3,490 | $339K |
| Evanson Asset Management, LLC | 0.02% | Add +0.9% | 3,480 | $338K |
| Schneider Downs Wealth Management Advisors, LP | 0.07% | Reduce -13.9% | 3,463 | $336K |
| Partners in Financial Planning | 0.07% | No change | 3,436 | $334K |
| Beacon Financial Advisory LLC | 0.12% | New | 3,431 | $333K |
| Hexagon Capital Partners LLC | 0.07% | Add +0.0% | 3,420 | $332K |
| USAdvisors Wealth Management, LLC | 0.12% | Reduce -5.5% | 3,414 | $331K |
| Peterson Wealth Services | 0.12% | Reduce -23.0% | 3,401 | $330K |
| Westshore Wealth, LLC | 0.14% | Reduce -45.4% | 3,388 | $329K |
| Willow Creek Wealth Management Inc. | 0.04% | No change | 3,378 | $328K |
| Prudent Man Advisors, LLC | 0.12% | No change | 3,360 | $326K |
| Private Wealth Management Group, LLC | 0.14% | New | 3,347 | $325K |
| Semus Wealth Partners LLC | 0.25% | Reduce -2.3% | 3,339 | $324K |
| Lakeridge Wealth Management LLC | 0.19% | New | 3,320 | $322K |
| Archford Capital Strategies, LLC | 0.05% | No change | 3,310 | $321K |
| Root Financial Partners, LLC | 0.08% | New | 3,304 | $321K |
| Stone Summit Wealth LLC | 0.11% | No change | 3,298 | $320K |
| Arden Trust Co | 0.04% | Reduce -5.8% | 3,295 | $320K |
| West Branch Capital LLC | 0.12% | No change | 3,293 | $320K |
| TrueWealth Advisors, LLC | 0.12% | Add +11.3% | 3,291 | $319K |
| Trivium Point Advisory, LLC | 0.05% | New | 3,283 | $319K |
| GDS Wealth Management | 0.03% | Reduce -27.3% | 3,280 | $318K |
| United Bank | 0.16% | Reduce -3.2% | 3,268 | $317K |
| Stordahl Capital Management, Inc. | 0.08% | Add +4.0% | 3,266 | $317K |
| Middleton & Co. Inc. | 0.04% | Reduce -22.1% | 3,250 | $315K |
| Courage Miller Partners, LLC | 0.11% | Reduce -1.4% | 3,226 | $313K |
| Lyell Wealth Management, LP | 0.03% | No change | 3,220 | $313K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -2.6% | 3,188 | $310K |
| Williams & Novak, LLC | 0.29% | New | 3,185 | $309K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.09% | Reduce -98.3% | 3,183 | $309K |
| Twin Capital Management Inc. | 0.04% | Add +0.9% | 3,153 | $305K |
| New England Professional Planning Group Inc. | 0.16% | No change | 3,143 | $305K |
| Bullseye Investment Management, LLC | 0.21% | New | 3,044 | $305K |
| Defined Wealth Management, LLC | 0.21% | Add +3.2% | 3,138 | $305K |
| Stelac Advisory Services LLC | 0.13% | New | 3,136 | $304K |
| Sharkey, Howes & Javer | 0.05% | Reduce -8.2% | 3,122 | $303K |
| Debussy Capital Management LP | 0.09% | No change | 3,115 | $302K |
| Quantitative Strategies, Inc. | 0.17% | Add +16.2% | 3,088 | $300K |
| LexAurum Advisors, LLC | 0.07% | Reduce -20.4% | 3,078 | $299K |
| Lee Financial Co | 0.05% | Reduce -6.2% | 3,075 | $298K |
| Stephenson & Company, Inc. | 0.22% | No change | 3,072 | $298K |
| Penobscot Investment Management Company, Inc. | 0.03% | Add +0.1% | 3,072 | $298K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +34.7% | 3,060 | $297K |
| Droms Strauss Advisors Inc. /Mo/ | 0.11% | Add +2.6% | 3,062 | $297K |
| Glen Eagle Advisors, LLC | 0.05% | Reduce -9.5% | 3,055 | $297K |
| Aspen Grove Capital, LLC | 0.07% | No change | 3,048 | $296K |
| Delta Asset Management LLC | 0.03% | Reduce -3.2% | 3,045 | $296K |
| Northwest Wealth Management, LLC | 0.08% | Reduce -20.0% | 3,044 | $295K |
| Falcon Wealth Planning | 0.04% | Add +0.1% | 3,033 | $294K |
| Independent Family Office, LLC | 0.17% | No change | 3,032 | $294K |
| Continuum Wealth Advisors, LLC | 0.15% | Reduce -97.9% | 3,003 | $292K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.12% | Reduce -10.3% | 2,986 | $290K |
| Basepoint Wealth LLC | 0.23% | Add +0.7% | 2,985 | $290K |
| Hoge Financial Services, LLC | 0.24% | Add +0.9% | 2,979 | $289K |
| Milestone Asset Management, LLC | 0.07% | Reduce -13.7% | 2,954 | $287K |
| Joel Isaacson & Co., LLC | 0.01% | Add +0.9% | 2,949 | $286K |
| Zullo Investment Group, Inc. | 0.13% | Reduce -5.4% | 2,947 | $286K |
| Nicolet Advisory Services, LLC | 0.03% | Reduce -0.6% | 2,929 | $286K |
| Sachetta, LLC | 0.12% | Add +13.1% | 2,893 | $285K |
| Gray Wealth Management Inc. | 0.12% | No change | 2,931 | $285K |
| Avestar Capital, LLC | 0.03% | No change | 2,929 | $284K |
| HFG Wealth Management, LLC | 0.18% | New | 2,921 | $284K |
| Garrett Wealth Advisory Group, LLC | 0.10% | New | 2,921 | $284K |
| Trust Co of the South | 0.07% | No change | 2,920 | $283K |
| FSM Wealth Advisors, LLC | 0.09% | Reduce -8.6% | 2,916 | $283K |
| Texas Yale Capital Corp. | 0.01% | Add +0.7% | 2,910 | $282K |
| Bensler, LLC | 0.04% | Add +8.7% | 2,903 | $282K |
| Abbrea Capital, LLC | 0.04% | Reduce -30.5% | 2,895 | $281K |
| Everett Harris & Co. | 0.00% | Reduce -6.5% | 2,892 | $281K |
| American Financial Advisors, LLC | 0.04% | Add +0.7% | 2,885 | $280K |
| Tilia Fiduciary Partners, Inc. | 0.22% | New | 2,885 | $280K |
| Midland Wealth Advisors, LLC | 0.02% | Add +36.0% | 2,855 | $277K |
| Impact Partnership Wealth, LLC | 0.07% | Add +60.3% | 2,841 | $276K |
| Braun-Bostich & Associates Inc. | 0.20% | Reduce -13.1% | 2,837 | $275K |
| Founders Financial Alliance, LLC | 0.08% | Reduce -12.4% | 2,816 | $273K |
| Benin Management CORP | 0.08% | No change | 2,792 | $271K |
| Phocas Financial Corp. | 0.03% | New | 2,791 | $271K |
| Morris Financial Concepts, Inc. | 0.13% | Add +41.9% | 2,760 | $268K |
| Columbia Bank | 0.10% | Reduce -32.0% | 2,757 | $268K |
| Verus Capital Partners, LLC | 0.03% | New | 2,726 | $265K |
| Waters Parkerson & Co., LLC | 0.01% | No change | 2,710 | $263K |
| Kanawha Capital Management LLC | 0.02% | No change | 2,709 | $263K |
| JNBA Financial Advisors | 0.03% | Reduce -21.3% | 2,706 | $263K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | No change | 2,685 | $261K |
| Seeds Investor LLC | 0.13% | New | 2,670 | $259K |
| TNF LLC | 0.10% | No change | 2,646 | $259K |
| Gateway Wealth Partners, LLC | 0.08% | Reduce -5.1% | 2,661 | $258K |
| LPF Advisors LLC | 0.24% | New | 2,657 | $258K |
| Kings Path Partners LLC | 0.12% | — | 2,652 | $257K |
| Capital Advisors, Ltd. LLC | 0.03% | Add +0.2% | 2,653 | $257K |
| Segment Wealth Management, LLC | 0.02% | Add +3.9% | 2,640 | $256K |
| Advisory Resource Group | 0.06% | Add +3.2% | 2,631 | $255K |
| Afg Fiduciary Services Limited Partnership | 0.18% | Add +4.0% | 2,598 | $255K |
| Weaver Consulting Group | 0.09% | Add +0.9% | 2,614 | $254K |
| Fiera Capital Corp | 0.00% | Add +3.0% | 2,614 | $254K |
| Kickstand Ventures, Llc. | 0.07% | Reduce -0.9% | 2,607 | $253K |
| Knuff & Co LLC | 0.08% | No change | 2,600 | $252K |
| Allianz Asset Management GmbH | 0.00% | Reduce -46.9% | 2,600 | $252K |
| Chilton Capital Management LLC | 0.01% | Add +6059.5% | 2,587 | $251K |
| Cadinha & Co. LLC | 0.05% | Add +0.1% | 2,585 | $251K |
| New Republic Capital, LLC | 0.13% | Add +168.6% | 2,581 | $251K |
| City Center Advisors, LLC | 0.29% | No change | 2,543 | $249K |
| 1900 Wealth Management LLC | 0.02% | Reduce -21.9% | 2,562 | $249K |
| Apeiron RIA LLC | 0.08% | Reduce -0.1% | 2,548 | $247K |
| Kingfisher Capital LLC | 0.06% | New | 2,548 | $247K |
| Concorde Asset Management, LLC | 0.15% | New | 2,536 | $246K |
| Wick Capital Partners, LLC | 0.09% | New | 2,529 | $245K |
| Scott Capital Advisors, LLC | 0.07% | Add +13.9% | 2,509 | $245K |
| Carmel Capital Partners, LLC | 0.10% | Add +0.3% | 2,511 | $244K |
| High Note Wealth, LLC | 0.07% | Add +12.4% | 2,511 | $244K |
| Surience Private Wealth LLC | 0.31% | New | 2,504 | $243K |
| Lanham O'Dell & Company, Inc. | 0.14% | No change | 2,500 | $243K |
| Pinion Investment Advisors, LLC | 0.12% | Reduce -13.5% | 2,493 | $242K |
| Well Done, LLC | 0.05% | Reduce -47.7% | 2,491 | $242K |
| CWS Financial Advisors, LLC | 0.10% | Add +13.8% | 2,487 | $241K |
| Clearview Wealth Advisors LLC | 0.21% | Reduce -80.5% | 2,478 | $241K |
| Williams Jones Wealth Management, LLC. | 0.00% | Add +9.9% | 2,471 | $240K |
| Vanguard Group Inc. | 0.00% | Reduce -2.3% | 2,469 | $240K |
| Two West Capital Advisors LLC | 0.23% | — | 2,465 | $239K |
| Client 1ST Advisory Group, LLC | 0.10% | No change | 2,455 | $238K |
| Smart Money Group LLC | 0.09% | New | 2,401 | $238K |
| Watchman Group, Inc. | 0.08% | No change | 2,448 | $238K |
| Bank Ozk | 0.10% | Reduce -45.0% | 2,443 | $237K |
| SignalPoint Asset Management, LLC | 0.06% | Reduce -4.0% | 2,433 | $236K |
| White Lighthouse Investment Management Inc. | 0.05% | Reduce -0.1% | 2,427 | $236K |
| Lantern Wealth Advisors, LLC | 0.17% | Add +0.8% | 2,424 | $235K |
| Brickley Wealth Management | 0.05% | Add +0.5% | 2,422 | $235K |
| CENTRAL TRUST Co | 0.01% | Reduce -1.8% | 2,397 | $233K |
| Joseph Group Capital Management | 0.12% | Reduce -19.4% | 2,394 | $232K |
| Live Oak Private Wealth LLC | 0.04% | New | 2,381 | $231K |
| High Falls Advisors, Inc | 0.06% | Reduce -7.9% | 2,370 | $230K |
| Fort Sheridan Advisors LLC | 0.04% | No change | 2,370 | $230K |
| Core Wealth Management, Inc. | 0.09% | New | 2,363 | $229K |
| Trust Co. of Toledo NA | 0.03% | No change | 2,352 | $228K |
| Vident Advisory, LLC | 0.01% | New | 2,343 | $227K |
| New Insight Wealth Advisors | 0.13% | Add +5.9% | 2,336 | $227K |
| Essential Planning, LLC. | 0.10% | Reduce -33.8% | 2,328 | $226K |
| Sovereign Financial Group, Inc. | 0.06% | Reduce -60.4% | 2,328 | $226K |
| Beacon Capital Management, LLC | 0.04% | Reduce -3.6% | 2,323 | $225K |
| Wolff Wiese Magana LLC | 0.18% | Add +497.4% | 2,318 | $225K |
| Silver Oak Advisory Group, Inc. | 0.13% | No change | 2,319 | $225K |
| Life Planning Partners, Inc | 0.20% | Add +0.4% | 2,310 | $224K |
| ACT Advisors, LLC. | 0.12% | Add +0.8% | 2,297 | $223K |
| MidAtlantic Capital Management, Inc. | 0.19% | Add +14.2% | 2,290 | $222K |
| Fullcircle Wealth LLC | 0.11% | — | 2,273 | $222K |
| Wealth Advisors of Tampa Bay, LLC | 0.10% | No change | 2,285 | $222K |
| Rise Advisors, LLC | 0.12% | Add +9.7% | 2,279 | $221K |
| Wedgewood Investors Inc. | 0.26% | — | 2,267 | $220K |
| Patton Albertson Miller Group, LLC | 0.03% | Reduce -67.9% | 2,265 | $220K |
| Pension & Wealth Management Advisors, Inc. | 0.13% | Add +0.8% | 2,263 | $220K |
| Cottage Street Advisors LLC | 0.13% | Add +0.9% | 2,259 | $219K |
| BancFirst Trust & Investment Management | 0.10% | New | 2,247 | $219K |
| WealthTrust Axiom LLC | 0.07% | No change | 2,256 | $219K |
| Rothschild Investment LLC | 0.02% | Add +0.0% | 2,248 | $218K |
| Ramiah Investment Group | 0.21% | Add +3.2% | 2,242 | $218K |
| Catalyst Private Wealth, LLC | 0.11% | No change | 2,235 | $217K |
| Dixon Mitchell Investment Counsel Inc. | 0.01% | No change | 2,232 | $217K |
| Redhawk Wealth Advisors, Inc. | 0.03% | Add +3.6% | 2,230 | $217K |
| Raab & Moskowitz Asset Management LLC | 0.06% | New | 2,228 | $216K |
| Dopkins Wealth Management, LLC | 0.13% | No change | 2,217 | $215K |
| Taylor & Morgan Wealth Management, LLC | 0.15% | Add +0.9% | 2,215 | $215K |
| Total Clarity Wealth Management, Inc. | 0.07% | Reduce -63.7% | 2,212 | $215K |
| Vestia Personal Wealth Advisors | 0.23% | — | 2,212 | $215K |
| Adero Partners, LLC | 0.02% | No change | 2,200 | $214K |
| Davidson Investment Advisors | 0.01% | Reduce -21.1% | 2,199 | $213K |
| BNC Wealth Management, LLC | 0.08% | New | 2,195 | $213K |
| Park Place Capital Corp | 0.07% | Reduce -28.8% | 2,181 | $212K |
| Parcion Private Wealth LLC | 0.02% | Add +0.3% | 2,180 | $212K |
| Altus Wealth Group LLC | 0.11% | Reduce -66.3% | 2,168 | $210K |
| Herold Advisors, Inc. | 0.05% | Add +0.9% | 2,159 | $210K |
| Cadent Capital Advisors, LLC | 0.08% | New | 2,127 | $206K |
| Canopy Partners, LLC | 0.10% | Reduce -7.0% | 2,125 | $206K |
| Bangor Savings Bank | 0.02% | Add +65.0% | 2,120 | $206K |
| Tanglewood Wealth Management, Inc. | 0.03% | No change | 2,114 | $205K |
| Stratos Investment Management, LLC | 0.02% | Reduce -52.9% | 2,105 | $204K |
| Destiny Wealth Partners, LLC | 0.04% | No change | 2,103 | $204K |
| Boltwood Capital Management | 0.06% | Reduce -72.2% | 2,100 | $204K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -82.0% | 2,080 | $202K |
| Florida Financial Advisors, LLC | 0.12% | New | 2,066 | $201K |
| World Equity Group, Inc. | 0.06% | Reduce -52.3% | 2,063 | $200K |
| Wellington Shields Capital Management, LLC | 0.04% | No change | 2,000 | $194K |
| Missouri Trust & Investment Co | 0.07% | Add +33.6% | 1,996 | $194K |
| Hills Bank & Trust Co | 0.02% | Reduce -0.2% | 1,971 | $191K |
| Valley Wealth Managers, Inc. | 0.01% | Reduce -94.2% | 1,906 | $185K |
| Independence Bank of Kentucky | 0.05% | Add +54.9% | 1,899 | $184K |
| CNB Bank | 0.09% | No change | 1,834 | $178K |
| Atlantic Edge Private Wealth Management, LLC | 0.06% | Reduce -35.9% | 1,783 | $173K |
| Hazlett, Burt & Watson, Inc. | 0.09% | Reduce -2.1% | 1,753 | $170K |
| VitalStone Financial, LLC | 0.12% | Add +200.7% | 1,750 | $170K |
| Matrix Private Capital Group LLC | 0.11% | No change | 1,742 | $169K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 1,660 | $161K |
| Ridgewood Investments LLC | 0.08% | New | 1,658 | $161K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.06% | Add +337.5% | 1,610 | $156K |
| Cardiff Park Advisors, LLC | 0.01% | Add +0.8% | 1,603 | $156K |
| Friedenthal Financial | 0.10% | No change | 1,596 | $155K |
| Key Financial Inc | 0.04% | Reduce -0.4% | 1,524 | $148K |
| PSI Advisors, LLC | 0.05% | Reduce -16.1% | 1,523 | $148K |
| Carmichael Hill & Associates, Inc. | 0.06% | Reduce -7.7% | 1,520 | $148K |
| WFA of San Diego, LLC | 0.13% | — | 1,501 | $146K |
| Caldwell Sutter Capital, Inc. | 0.07% | Reduce -3.3% | 1,500 | $146K |
| Toth Financial Advisory Corp. | 0.02% | Reduce -7.0% | 1,401 | $136K |
| ESL Trust Services, LLC | 0.03% | No change | 1,400 | $136K |
| Mendota Financial Group, LLC | 0.07% | No change | 1,392 | $135K |
| Centerpoint Advisors, LLC | 0.05% | Reduce -8.8% | 1,391 | $135K |
| Balefire, LLC | 0.05% | Add +711.5% | 1,347 | $131K |
| Turtle Creek Wealth Advisors, LLC | 0.03% | New | 1,338 | $130K |
| Archer Investment Corp | 0.04% | Add +0.1% | 1,323 | $128K |
| Gould Capital, LLC | 0.09% | Add +6.5% | 1,313 | $127K |
| Riggs Asset Managment Co. Inc. | 0.04% | Reduce -86.0% | 1,306 | $127K |
| Glass Jacobson Investment Advisors llc | 0.05% | No change | 1,300 | $126K |
| Ritter Daniher Financial Advisory LLC / DE | 0.04% | Add +1.2% | 1,290 | $125K |
| Annapolis Financial Services, LLC | 0.04% | No change | 1,274 | $124K |
| Pacifica Partners Inc. | 0.05% | Add +31.8% | 1,243 | $121K |
| Rain Capital Management, LLC | 0.08% | Add +0.5% | 1,219 | $118K |
| Bray Capital Advisors | 0.03% | No change | 1,200 | $116K |
| Cornerstone Planning Group LLC | 0.03% | Add +7.0% | 1,105 | $111K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Add +6.1% | 1,131 | $110K |
| Wunderlich Capital Managemnt | 0.05% | No change | 1,130 | $110K |
| Banque Cantonale Vaudoise | 0.00% | No change | 1,100 | $107K |
| Indiana Trust & Investment Management Co | 0.04% | Reduce -57.0% | 1,102 | $107K |
| Strategic Investment Solutions, Inc. | 0.03% | — | 1,056 | $106K |
| Roble, Belko & Company, Inc | 0.02% | Add +0.7% | 1,059 | $103K |
| Planning Capital Management Corp | 0.07% | Add +325.9% | 1,035 | $100K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 1,014 | $98K |
| Mechanics Financial Corp | 0.05% | No change | 1,000 | $97K |
| Trust Co. of Vermont | 0.01% | Add +18.2% | 989 | $96K |
| Wellington Shields & Co., LLC | 0.03% | No change | 978 | $95K |
| Oakworth Capital, Inc. | 0.01% | Reduce -82.5% | 966 | $94K |
| Zeit Capital LLC | 0.08% | No change | 965 | $94K |
| Anchor Investment Management, LLC | 0.01% | Add +0.8% | 942 | $91K |
| Clearstead Trust, LLC | 0.02% | No change | 934 | $91K |
| PFG Private Wealth Management, LLC | 0.06% | Add +4.8% | 934 | $91K |
| Nordwand Advisors, LLC | 0.04% | No change | 893 | $87K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 870 | $84K |
| Chesapeake Asset Management LLC | 0.08% | Add +197.3% | 865 | $84K |
| Winch Advisory Services, LLC | 0.02% | No change | 864 | $84K |
| Beaird Harris Wealth Management, LLC | 0.01% | Reduce -2.2% | 839 | $81K |
| Breakwater Investment Management | 0.04% | No change | 836 | $81K |
| Brown, Lisle/Cummings, Inc. | 0.03% | Reduce -8.4% | 800 | $78K |
| Y.D. More Investments Ltd | 0.01% | No change | 800 | $78K |
| Biltmore Family Office, LLC | 0.01% | Add +18.1% | 783 | $76K |
| Rosenberg Matthew Hamilton | 0.02% | Reduce -80.9% | 786 | $76K |
| Spectrum Wealth Counsel, LLC | 0.01% | New | 774 | $75K |
| City Holding Co. | 0.01% | Reduce -16.6% | 757 | $73K |
| Cranbrook Wealth Management, LLC | 0.02% | Reduce -2.9% | 746 | $72K |
| WR Wealth Planners, LLC | 0.02% | Reduce -64.7% | 745 | $72K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | Add +6.8% | 722 | $70K |
| Vestor Capital, LLC | 0.01% | Add +10.8% | 715 | $69K |
| Tucker Asset Management LLC | 0.02% | Reduce -85.1% | 704 | $68K |
| Abich Financial Wealth Management LLC | 0.05% | New | 689 | $67K |
| Capital Investment Counsel, Inc | 0.01% | No change | 688 | $67K |
| Kiely Wealth Advisory Group, Inc. | 0.04% | New | 663 | $66K |
| Paladin Advisory Group, LLC | 0.05% | Add +22.3% | 669 | $64K |
| Dunhill Financial, LLC | 0.04% | Add +7122.2% | 650 | $63K |
| Innealta Capital, LLC | 0.02% | New | 647 | $63K |
| Koesten, Hirschmann & Crabtree, INC. | 0.04% | No change | 641 | $63K |
| Heck Capital Advisors, LLC | 0.01% | Add +0.9% | 642 | $62K |
| Eagle Bay Advisors LLC | 0.04% | No change | 629 | $61K |
| Parkside Financial Bank & Trust | 0.01% | Add +0.5% | 624 | $61K |
| Carolinas Wealth Consulting LLC | 0.01% | Reduce -63.3% | 607 | $59K |
| Harbor Investment Advisory, LLC | 0.01% | Add +54.3% | 605 | $59K |
| Punch & Associates Investment Management, Inc. | 0.00% | Add +101.7% | 605 | $59K |
| Westwind Capital | 0.01% | Add +3576.0% | 22,093 | $58K |
| Kelly Financial Services LLC | 0.02% | Reduce -18.3% | 592 | $57K |
| Godsey & Gibb, Inc. | 0.01% | No change | 582 | $56K |
| Financial Gravity Asset Management, Inc. | 0.01% | Add +2868.4% | 564 | $55K |
| Bank of New Hampshire | 0.01% | No change | 556 | $54K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | Reduce -18.7% | 551 | $53K |
| Caitlin John, LLC | 0.04% | No change | 540 | $52K |
| Compagnie Lombard Odier SCmA | 0.00% | Add +64.0% | 520 | $50K |
| Washington Trust Advisors, Inc. | 0.00% | Reduce -8.8% | 517 | $50K |
| NFSG Corp | 0.02% | Reduce -6.0% | 500 | $49K |
| CarsonAllaria Wealth Management, Ltd. | 0.03% | Add +0.4% | 465 | $45K |
| Cassady Schiller Wealth Management, LLC | 0.02% | Reduce -72.2% | 441 | $43K |
| DHJJ Financial Advisors, Ltd. | 0.02% | Reduce -51.3% | 429 | $42K |
| Opal Wealth Advisors, LLC | 0.01% | Reduce -96.2% | 429 | $42K |
| Alaska Wealth Advisors, LLC | 0.01% | Reduce -6.0% | 424 | $41K |
| Steph & Co. | 0.01% | No change | 423 | $41K |
| Clean Yield Group | 0.01% | No change | 406 | $39K |
| Thomas J. Herzfeld Advisors, Inc. | 0.01% | New | 383 | $37K |
| Kimelman & Baird, LLC | 0.00% | — | 375 | $36K |
| Baldwin Wealth Partners LLC | 0.00% | Add +8.6% | 353 | $34K |
| Ruedi Wealth Management, Inc. | 0.01% | Add +1.2% | 350 | $34K |
| LRI Investments, LLC | 0.00% | Add +0.6% | 346 | $34K |
| Venturi Wealth Management, LLC | 0.00% | No change | 315 | $31K |
| JCIC Asset Management Inc. | 0.01% | No change | 315 | $31K |
| Elevate Wealth Advisory, Inc. | 0.02% | Reduce -11.1% | 311 | $30K |
| SRH Advisors, LLC | 0.01% | No change | 308 | $30K |
| Citizens National Bank Trust Department | 0.01% | No change | 300 | $29K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 300 | $29K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -7.4% | 299 | $29K |
| Lynx Investment Advisory | 0.02% | — | 293 | $28K |
| Activest Wealth Management | 0.01% | Add +0.4% | 277 | $27K |
| Wiser Advisor Group LLC | 0.04% | New | 274 | $27K |
| Asset Dedication, LLC | 0.00% | Add +0.8% | 259 | $25K |
| Highline Wealth Partners LLC | 0.01% | Reduce -75.0% | 256 | $25K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | Add +162.9% | 255 | $25K |
| Bradley & Co. Private Wealth Management, LLC | 0.02% | No change | 254 | $25K |
| Global Financial Private Client, LLC | 0.01% | No change | 247 | $24K |
| Concord Wealth Partners | 0.00% | Add +0.8% | 243 | $24K |
| Morling Financial Advisors, LLC | 0.01% | Reduce -2.4% | 243 | $24K |
| POM Investment Strategies, LLC | 0.02% | New | 238 | $23K |
| AllSquare Wealth Management LLC | 0.01% | No change | 235 | $23K |
| Silicon Valley Capital Partners | 0.00% | Add +1.3% | 234 | $23K |
| Covestor Ltd | 0.01% | Add +104.6% | 223 | $22K |
| Hilltop National Bank | 0.01% | No change | 220 | $21K |
| SJS Investment Consulting Inc. | 0.00% | No change | 211 | $20K |
| First Pacific Financial | 0.01% | Reduce -25.8% | 204 | $20K |
| Founders Capital Management | 0.01% | No change | 200 | $19K |
| Main Street Group, LTD | 0.01% | No change | 200 | $19K |
| Financial Connections Group, Inc. | 0.01% | New | 200 | $19K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Reduce -95.5% | 195 | $19K |
| Anfield Capital Management, LLC | 0.01% | Add +1750.0% | 185 | $18K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 182 | $18K |
| Financial Perspectives, Inc | 0.01% | Reduce -42.7% | 180 | $17K |
| Tanglewood Legacy Advisors, LLC | 0.01% | Reduce -20.2% | 174 | $17K |
| Eukles Asset Management | 0.01% | No change | 171 | $17K |
| IAG Wealth Partners, LLC | 0.00% | Add +4.9% | 171 | $17K |
| Triad Wealth Partners, LLC | 0.01% | New | 168 | $16K |
| Rakuten Securities, Inc. | 0.01% | Add +133.3% | 161 | $16K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 158 | $15K |
| Barrett & Company, Inc. | 0.01% | No change | 153 | $15K |
| McIlrath & Eck, LLC | 0.00% | No change | 150 | $15K |
| Hobbs Group Advisors, LLC | 0.01% | — | 145 | $14K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 142 | $14K |
| Trivant Custom Portfolio Group, LLC | 0.01% | Reduce -1.5% | 132 | $13K |
| Macroview Investment Management LLC | 0.01% | No change | 121 | $12K |
| Richardson Capital Management LLC | 0.01% | New | 119 | $12K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 117 | $11K |
| Investors Research Corp | 0.00% | Reduce -23.3% | 115 | $11K |
| Emfo, LLC | 0.01% | No change | 114 | $11K |
| Pineridge Advisors LLC | 0.00% | Add +40.7% | 114 | $11K |
| First PREMIER Bank | 0.00% | No change | 106 | $10K |
| Arvest Investments, Inc. | 0.00% | No change | 101 | $10K |
| Clarity Asset Management, Inc. | 0.01% | Add +1.0% | 101 | $10K |
| State of Wyoming | 0.00% | No change | 100 | $10K |
| Pittenger & Anderson Inc. | 0.00% | No change | 92 | $9K |
| Naples Money Management LLC | 0.01% | New | 87 | $8K |
| Barclays PLC | 0.00% | Reduce -99.9% | 81 | $8K |
| Nemes Rush Group LLC | 0.00% | Reduce -7.0% | 80 | $8K |
| Investment Research & Advisory Group, Inc. | 0.00% | No change | 79 | $8K |
| Salomon & Ludwin, LLC | 0.00% | No change | 79 | $8K |
| Bull Oak Capital, LLC | 0.00% | New | 71 | $7K |
| LGT Financial Advisors LLC | 0.01% | Add +4.5% | 70 | $7K |
| Studio Investment Management LLC | 0.00% | Reduce -90.0% | 66 | $6K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 63 | $6K |
| Optimum Investment Advisors | 0.00% | No change | 60 | $6K |
| Versant Capital Management, Inc | 0.00% | No change | 59 | $6K |
| Global Wealth Strategies & Associates | 0.00% | No change | 56 | $5K |
| Valley National Advisers Inc. | 0.00% | Reduce -64.2% | 59 | $5K |
| New England Asset Management Inc. | 0.00% | New | 50 | $5K |
| Gen-Wealth Partners Inc | 0.00% | No change | 48 | $5K |
| Atwood & Palmer Inc. | 0.00% | New | 44 | $4K |
| FWL Investment Management, LLC | 0.00% | No change | 42 | $4K |
| Coston, McIsaac & Partners | 0.00% | No change | 45 | $4K |
| Redwood Wealth Management Group, LLC | 0.00% | New | 33 | $3K |
| ICA Group Wealth Management, LLC | 0.00% | Reduce -96.5% | 31 | $3K |
| Dynamic Wealth Strategies, LLC | 0.00% | No change | 26 | $3K |
| Semmax Financial Advisors Inc. | 0.00% | Add +3.5% | 30 | $3K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 30 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -17.1% | 29 | $3K |
| Solstein Capital, LLC | 0.00% | No change | 29 | $3K |
| Timber Creek Capital Management LLC | 0.00% | New | 28 | $3K |
| Front Row Advisors LLC | 0.00% | No change | 27 | $3K |
| St Germain D J Co. Inc. | 0.00% | Reduce -65.3% | 25 | $2K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 25 | $2K |
| Glassman Wealth Services | 0.00% | Reduce -86.8% | 23 | $2K |
| First United Bank & Trust | 0.00% | No change | 20 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 14 | $1K |
| Disciplina Capital Management LLC | 0.00% | Reduce -100.0% | 15 | $1K |
| American Capital Advisory, LLC | 0.00% | Reduce -95.8% | 13 | $1K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 12 | $1K |
| Tortoise Investment Management, LLC | 0.00% | Reduce -96.8% | 10 | $977 |
| Institutional & Family Asset Management, LLC | 0.00% | No change | 9 | $915 |
| MGB Wealth Management, LLC | 0.00% | No change | 8 | $820 |
| Atticus Wealth Management, LLC | 0.00% | No change | 7 | $680 |
| Raleigh Capital Management Inc. | 0.00% | No change | 7 | $679 |
| Legacy Bridge, LLC | 0.00% | No change | 5 | $486 |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -99.9% | 3 | $291 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 3 | $245 |
| 1620 Investment Advisors, Inc. | 0.00% | New | 2 | $194 |
| Bruce G. Allen Investments, LLC | 0.00% | New | 1 | $97 |
| Wagner Wealth Management, LLC | 0.00% | New | 1 | $97 |
| Hoey Investments, Inc. | 0.00% | No change | 1 | $74 |
"% of holder's portfolio" is AGG's weight in each manager's 13F, not the share of iShares Core U.S. Aggregate the manager owns.