iShares Core U.S. AggregateAGGETF
13F holders, Q3 2024 (September 30)1,797holders +20
129new positions
105sold out
6famous investors
$100.22avg. 13F price*
At the end of Q3 2024, 1,797 institutions reported holding iShares Core U.S. Aggregate (AGG) in their 13F filings, up 20 from Q2 2024. 129 opened new positions and 105 sold out. The largest holders were Jones Financial Companies LLLP ($12.3B), Raymond James & Associates ($7.2B) and BlackRock, Inc. ($5.2B). 6 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Ken Fisher (0.0% of Fisher Asset Management'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 129 | $1.6B |
| Exits | 105 | $223.5M |
All 13F filers, Q2 2024 → Q3 2024: 94,517,448 shares bought and 39,795,171 shares sold, net +54,722,277 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,797 holders
| Jones Financial Companies LLLP | 12.65% | Add +3.8% | 121,483,967 | $12.3B |
| Raymond James & Associates | 4.39% | Add +3.5% | 71,065,150 | $7.2B |
| BlackRock, Inc. | 0.11% | — | 51,028,771 | $5.2B |
| Wells Fargo & Company | 1.25% | Reduce -12.4% | 50,828,496 | $5.1B |
| Envestnet Asset Management Inc. | 1.60% | Add +10.9% | 48,879,111 | $4.9B |
| Bank of America Corp. | 0.35% | Reduce -4.3% | 39,813,893 | $4.0B |
| US Bancorp \de | 4.75% | Add +11.1% | 37,260,740 | $3.7B |
| Morgan Stanley | 0.21% | Add +10.6% | 28,161,577 | $2.9B |
| Goldman Sachs Group Inc. | 0.51% | Reduce -5.2% | 26,285,567 | $2.7B |
| Mercer Global Advisors Inc. | 5.34% | Add +16.5% | 22,529,202 | $2.3B |
| Envestnet Portfolio Solutions, Inc. | 6.20% | Add +19.7% | 18,845,980 | $1.9B |
| Betterment LLC | 4.54% | Add +1.5% | 18,763,817 | $1.9B |
| Northern Trust Corp. | 0.25% | Reduce -5.9% | 14,936,172 | $1.5B |
| Wealth Enhancement Advisory Services, LLC | 2.79% | Add +9.6% | 12,818,097 | $1.3B |
| Creative Planning | 1.27% | Reduce -2.5% | 12,631,424 | $1.3B |
| JPMorgan Chase & Co. | 0.10% | Reduce -9.6% | 11,946,065 | $1.2B |
| Charles Schwab Investment Management Inc. | 0.22% | Reduce -5.3% | 11,507,740 | $1.2B |
| Acorns Advisers, LLC | 11.46% | Add +3.6% | 11,447,754 | $1.2B |
| Ameriprise Financial Inc. | 0.28% | Add +7.2% | 10,906,700 | $1.1B |
| WealthNavi Inc. | 11.43% | Add +2.4% | 9,862,677 | $998.8M |
| Northwestern Mutual Wealth Management Co. | 0.86% | Add +6.7% | 9,509,024 | $963.0M |
| United Services Automobile Association | 23.57% | Add +105.8% | 9,129,161 | $924.5M |
| FMR LLC | 0.06% | Add +20.4% | 9,092,454 | $920.8M |
| Avantax Advisory Services, Inc. | 5.80% | Add +100.6% | 8,730,327 | $884.1M |
| Tiaa Trust, National Association | 2.62% | Add +2.9% | 8,664,823 | $877.5M |
| PNC Financial Services Group, Inc. | 0.53% | Add +3.6% | 8,174,489 | $827.8M |
| Arizona PSPRS Trust | 32.69% | New | 8,126,522 | $823.0M |
| UBS Group AG | 0.23% | Reduce -8.2% | 7,964,963 | $806.6M |
| LPL Financial LLC | 0.36% | Add +14.1% | 7,942,784 | $804.4M |
| Mariner, LLC | 1.30% | Add +5.0% | 7,259,357 | $735.2M |
| Truist Financial Corp. | 1.10% | Add +4.0% | 6,912,098 | $700.0M |
| Factory Mutual Insurance Co. | 7.07% | Add +12.1% | 6,750,876 | $683.7M |
| Prudential Financial Inc. | 0.95% | Add +7.8% | 6,682,408 | $676.7M |
| Stifel Financial Corp. | 0.68% | Add +24.3% | 6,420,712 | $650.2M |
| Members Trust Co | 17.93% | Reduce -2.8% | 5,460,592 | $553.0M |
| Cetera Investment Advisers | 1.20% | Add +43.4% | 5,431,108 | $550.0M |
| Captrust Financial Advisors | 1.57% | Add +15.2% | 5,207,707 | $527.4M |
| Bank of New York Mellon Corp | 0.10% | Reduce -10.8% | 5,079,718 | $514.4M |
| Royal Bank of Canada | 0.11% | Add +20.9% | 5,060,612 | $512.5M |
| Raymond James Financial Services Advisors, Inc. | 0.67% | Reduce -1.1% | 4,982,945 | $504.6M |
| Cerity Partners LLC | 1.09% | Add +38.1% | 4,868,447 | $493.0M |
| Balentine LLC | 18.27% | Add +86.4% | 4,580,986 | $463.9M |
| Mackenzie Financial Corp. | 0.61% | Add +15.0% | 4,312,500 | $436.7M |
| Citigroup Inc. | 0.40% | Add +33.4% | 4,290,773 | $434.5M |
| State of Michigan Retirement System | 2.08% | Reduce -19.5% | 4,135,000 | $418.8M |
| D.A. Davidson & Co. | 3.40% | Add +2.1% | 4,060,094 | $411.2M |
| Janus Henderson Group PLC | 0.16% | Add +1.4% | 3,135,608 | $317.5M |
| Alliancebernstein L.P. | 0.10% | Add +15.5% | 2,976,473 | $301.4M |
| Dynasty Wealth Management, LLC | 9.08% | Add +24.3% | 2,971,240 | $300.6M |
| SigFig Wealth Management, LLC | 10.70% | Add +3.8% | 2,906,134 | $294.6M |
| South Dakota Investment Council | 5.74% | Add +23.6% | 2,898,030 | $293.5M |
| SageView Advisory Group, LLC | 14.26% | New | 2,774,397 | $281.0M |
| Howard Capital Management, LLC | 4.29% | Add +572.0% | 2,575,096 | $260.8M |
| Mason Street Advisors, LLC | 31.01% | Add +2.7% | 2,521,600 | $255.4M |
| Vantagepoint Investment Advisers LLC | 31.84% | Reduce -5.5% | 2,449,918 | $248.1M |
| Quotient Wealth Partners, LLC | 7.88% | Add +2.1% | 2,366,567 | $239.7M |
| Allspring Global Investments Holdings, LLC | 0.36% | Reduce -28.3% | 2,327,241 | $235.7M |
| Blue Trust, Inc. | 2.74% | Add +0.7% | 2,159,379 | $209.6M |
| Commonwealth Equity Services, LLC | 0.30% | Reduce -1.0% | 1,975,379 | $200.0M |
| Disciplina Capital Management LLC | 30.63% | Add +12592166.7% | 1,888,840 | $191.3M |
| HighTower Advisors, LLC | 0.28% | Reduce -1.6% | 1,886,357 | $191.1M |
| Stairway Partners, LLC | 11.89% | Add +11.4% | 1,832,345 | $185.6M |
| Axxcess Wealth Management, LLC | 4.38% | Add +3.7% | 1,711,410 | $173.3M |
| EP Wealth Advisors, LLC | 1.47% | Add +4.1% | 1,688,763 | $171.0M |
| Summit Trail Advisors, LLC | 4.20% | Reduce -3.8% | 1,673,721 | $169.5M |
| Capital Asset Advisory Services LLC | 8.05% | Add +3.0% | 1,612,759 | $160.9M |
| O'shaughnessy Asset Management, LLC | 1.40% | Add +7.5% | 1,577,592 | $156.8M |
| Prime Capital Investment Advisors, LLC | 2.22% | Reduce -2.7% | 1,536,455 | $155.6M |
| Charter Oak Capital Management, LLC | 14.24% | Add +6.3% | 1,505,372 | $152.4M |
| Cahaba Wealth Management, Inc. | 12.28% | Add +3.5% | 1,469,626 | $148.8M |
| Brookstone Capital Management | 2.12% | Add +13.7% | 1,421,386 | $143.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.33% | No change | 1,413,455 | $143.1M |
| Simplify Asset Management Inc. | 9.82% | Reduce -16.7% | 1,409,731 | $142.8M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.89% | Reduce -78.6% | 1,389,347 | $140.7M |
| Bank of Montreal | 0.07% | Add +7.8% | 1,367,395 | $138.8M |
| GenTrust, LLC | 6.69% | Reduce -4.7% | 1,349,150 | $136.6M |
| Destination Wealth Management | 4.22% | Add +3.9% | 1,343,115 | $136.0M |
| Edgehill Endowment Partners, LLC | 23.10% | Reduce -22.9% | 1,325,914 | $134.3M |
| Campbell Wealth Management | 11.74% | New | 1,301,614 | $131.8M |
| Cambridge Investment Research Advisors, Inc. | 0.45% | Add +1.0% | 1,294,600 | $131.1M |
| Forvis Mazars Wealth Advisors, LLC | 2.97% | Reduce -1.8% | 1,274,209 | $129.0M |
| Osaic Holdings, Inc. | 0.28% | Reduce -9.4% | 1,241,940 | $125.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.31% | Add +10.1% | 1,225,904 | $124.1M |
| Rebalance, LLC | 9.04% | Add +3.5% | 1,218,823 | $123.4M |
| Mill Creek Capital Advisors, LLC | 2.92% | Add +11.5% | 1,197,806 | $121.3M |
| Country Trust Bank | 2.94% | Reduce -0.1% | 1,189,746 | $120.5M |
| BNP Paribas Financial Markets | 0.12% | Add +214.8% | 1,181,611 | $119.7M |
| Assetmark, Inc. | 0.32% | Add +1.3% | 1,109,985 | $112.4M |
| Trustmark Bank Trust Department | 8.45% | Add +36.6% | 1,104,984 | $111.9M |
| HSBC Holdings PLC | 0.07% | Reduce -29.4% | 1,084,232 | $109.8M |
| Thrivent Financial for Lutherans | 0.21% | Reduce -41.2% | 1,074,934 | $108.9M |
| MML Investors Services, LLC | 0.39% | Add +5.6% | 1,061,871 | $107.5M |
| Wesbanco Bank Inc. | 3.58% | Add +18.3% | 1,040,730 | $105.4M |
| Crestwood Advisors Group, LLC | 2.01% | Add +282.1% | 1,038,982 | $105.2M |
| Tidal Investments LLC | 1.15% | Add +148.7% | 1,032,165 | $104.4M |
| Orion Porfolio Solutions, LLC | 1.03% | Add +57.8% | 1,020,727 | $103.4M |
| Orion Portfolio Solutions, LLC | 1.03% | Add +57.8% | 1,020,727 | $103.4M |
| &partners | 1.99% | Add +212.7% | 1,010,546 | $102.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 2.35% | Add +4.1% | 1,005,918 | $101.9M |
| Steward Partners Investment Advisory, LLC | 0.94% | Add +11.3% | 1,001,908 | $101.5M |
| Principal Securities, Inc. | 2.44% | Add +0.0% | 996,327 | $100.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.07% | No change | 992,594 | $100.5M |
| Trajan Wealth LLC | 5.91% | Add +3.1% | 989,922 | $100.2M |
| Graves Light Lenhart Wealth, Inc. | 12.20% | Reduce -5.4% | 979,332 | $99.2M |
| Rock Creek Group LLC | 11.16% | Reduce -25.1% | 961,080 | $97.3M |
| Sumitomo Mitsui Financial Group, Inc. | 2.18% | Add +7.3% | 956,225 | $96.8M |
| National Bank of Canada | 0.13% | Add +484.1% | 955,526 | $96.8M |
| Kingsview Wealth Management, LLC | 2.02% | Reduce -2.9% | 947,014 | $95.9M |
| Trust Co | 11.50% | Add +9.2% | 944,669 | $95.7M |
| Partners Capital Investment Group, LLP | 1.52% | New | 937,113 | $94.9M |
| Keybank National Association | 0.35% | Add +6.9% | 901,674 | $91.3M |
| Fisher Asset Management | 0.04% | Add +5.4% | 901,300 | $91.3M |
| Rational Advisors, Inc. | 8.95% | Reduce -3.4% | 893,650 | $90.5M |
| NewEdge Advisors, LLC | 0.59% | Reduce -2.4% | 891,088 | $90.2M |
| Ritholtz Wealth Management | 2.71% | Add +5.5% | 887,008 | $89.8M |
| 1832 Asset Management L.P. | 0.15% | Reduce -1.9% | 881,827 | $89.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.39% | Add +7.1% | 874,450 | $88.8M |
| Deutsche Bank AG | 0.04% | Add +355.6% | 870,076 | $88.1M |
| Evoke Wealth, LLC | 2.37% | Add +20808.1% | 856,187 | $86.7M |
| Beacon Pointe Advisors, LLC | 0.97% | Add +1.5% | 828,211 | $83.9M |
| Corient Private Wealth LP | 0.13% | Reduce -15.3% | 801,089 | $81.1M |
| Baker Avenue Asset Management, LP | 2.57% | Add +2.7% | 799,314 | $80.9M |
| Steele Capital Management, Inc. | 4.21% | Add +3.6% | 795,093 | $80.5M |
| Cambridge Associates LLC /Ma/ | 2.98% | Add +1.3% | 785,101 | $79.5M |
| Alerus Financial NA | 5.77% | Reduce -3.9% | 776,338 | $78.6M |
| Zacks Investment Management | 0.68% | Add +3.3% | 772,620 | $78.2M |
| United Capital Financial Advisors, LLC | 0.63% | Add +4.3% | 761,202 | $77.1M |
| Toews Corp. | 10.22% | Add +1367.3% | 752,700 | $76.2M |
| Juniper Hill Capital Management LP | 17.12% | No change | 736,489 | $74.6M |
| Meridian Wealth Partners, LLC | 11.58% | Add +11.8% | 734,967 | $74.4M |
| Focus Partners Wealth | 0.24% | Reduce -49.7% | 727,971 | $73.7M |
| Gerber Kawasaki Wealth & Investment Management | 3.38% | Add +13.7% | 725,693 | $73.5M |
| Victory Capital Management Inc. | 0.07% | Add +48.0% | 717,303 | $72.6M |
| Brave Asset Management Inc. | 17.85% | Add +4.6% | 709,608 | $71.9M |
| National Philanthropic Trust | 1.26% | Add +32.5% | 686,637 | $69.5M |
| Stamos Capital Partners, L.P. | 16.30% | Reduce -39.4% | 683,870 | $69.3M |
| Franklin Resources Inc. | 0.02% | Add +0.3% | 693,886 | $69.0M |
| Charles Schwab Trust Co | 5.94% | Reduce -45.7% | 679,624 | $68.8M |
| Fifth Third Bancorp | 0.25% | Add +2.2% | 669,366 | $67.8M |
| Citadel Advisors | 0.07% | Add +102.5% | 666,460 | $67.5M |
| First Citizens Asset Management, Inc. | 23.75% | Add +9.7% | 659,937 | $66.8M |
| Comerica Bank | 0.26% | Add +7.9% | 659,630 | $66.8M |
| Professional Financial Advisors, LLC | 17.23% | Add +0.9% | 656,494 | $66.5M |
| Cornerstone Wealth Group, LLC | 5.42% | Add +22.3% | 645,733 | $65.4M |
| PDS Planning, Inc | 5.85% | Add +14.0% | 644,270 | $65.2M |
| Lido Advisors, LLC | 0.49% | Reduce -15.4% | 643,783 | $65.2M |
| McKinley Carter Wealth Services, Inc. | 3.92% | Reduce -30.7% | 640,130 | $64.8M |
| Freestone Capital Holdings, LLC | 2.23% | Add +7.7% | 635,647 | $64.4M |
| Cwm, LLC | 0.28% | Add +20.1% | 631,046 | $63.9M |
| Wealthspire Retirement, LLC | 5.13% | Reduce -3.8% | 625,561 | $63.4M |
| Efficient Advisors, LLC | 3.94% | Reduce -6.0% | 619,502 | $62.7M |
| Sand Hill Global Advisors, LLC | 2.58% | Add +1.1% | 604,086 | $61.2M |
| Kestra Private Wealth Services, LLC | 1.11% | Add +21.7% | 595,011 | $60.3M |
| Smith & Howard Wealth Management, LLC | 16.91% | Add +12.8% | 593,484 | $60.1M |
| Cable Hill Partners, LLC | 5.91% | Add +14.8% | 592,901 | $60.0M |
| First Merchants Corp. | 2.27% | Add +0.3% | 586,265 | $59.4M |
| Raymond James Trust N.A. | 1.29% | Add +0.2% | 585,654 | $59.3M |
| Metropolitan Life Insurance Co | 20.56% | Add +6.4% | 571,203 | $57.8M |
| JFS Wealth Advisors, LLC | 3.83% | Add +0.1% | 565,294 | $57.2M |
| Bar Harbor Wealth Management | 3.64% | Add +4.4% | 561,359 | $56.8M |
| BLB&B Advisors, LLC | 2.89% | Add +4.0% | 559,292 | $56.6M |
| Affiance Financial, LLC | 13.60% | Add +2.3% | 553,284 | $56.0M |
| Provenance Wealth Advisors, LLC | 6.99% | Add +1.3% | 552,330 | $55.9M |
| Janney Montgomery Scott LLC | 0.15% | Reduce -13.8% | 535,657 | $54.2M |
| Center for Financial Planning, Inc. | 7.34% | Add +8.2% | 534,356 | $54.1M |
| M&T Bank Corp | 0.18% | Add +0.1% | 530,691 | $53.7M |
| Adaptive Financial Consulting, LLC | 21.86% | Add +3.9% | 530,075 | $53.7M |
| Compton Financial Group, LLC | 16.05% | Add +0.9% | 524,681 | $53.1M |
| Atria Wealth Solutions, Inc. | 0.57% | Add +8.7% | 516,385 | $52.3M |
| Sanctuary Advisors, LLC | 0.33% | Add +28.4% | 528,093 | $51.7M |
| Summit Global Investments | 3.29% | Add +2.0% | 509,080 | $51.6M |
| First Horizon Advisors, Inc. | 1.41% | Add +5.0% | 499,389 | $50.6M |
| Liquid Strategies, LLC | 12.03% | Add +3.1% | 496,470 | $50.3M |
| Voya Investment Management LLC | 0.06% | Add +4.0% | 493,409 | $50.0M |
| Focus Financial Network, Inc. | 2.03% | Add +2.9% | 490,816 | $49.7M |
| Zions Bancorporation, N.A. | 3.59% | Reduce -14.7% | 486,851 | $49.3M |
| Equitable Holdings, Inc. | 0.47% | Add +2.5% | 480,169 | $48.6M |
| Sunflower Bank, N.A. | 13.31% | Add +1.2% | 479,691 | $48.6M |
| Elm Partners Management LLC | 3.45% | Reduce -9.4% | 477,344 | $48.3M |
| Prosperity Consulting Group, LLC | 3.77% | Add +3.4% | 476,893 | $48.3M |
| Park Avenue Securities LLC | 0.54% | Add +5.4% | 472,205 | $47.8M |
| New York Life Investment Management LLC | 0.45% | Add +2.0% | 458,169 | $46.4M |
| Wilmington Savings Fund Society, FSB | 0.83% | Add +1956.2% | 453,821 | $46.0M |
| Beirne Wealth Consulting Services, LLC | 16.14% | Add +57.0% | 453,799 | $46.0M |
| MTC Wealth Management LLC | 20.64% | Add +0.5% | 450,774 | $45.6M |
| First Citizens Bank & Trust Co. | 1.00% | Add +8.6% | 10,322,474 | $45.4M |
| Bell Bank | 5.35% | Reduce -6.9% | 446,104 | $45.2M |
| Rhumbline Advisers | 0.04% | Add +24.1% | 445,340 | $45.1M |
| Amarillo National Bank | 8.15% | Add +0.8% | 440,258 | $44.6M |
| Vantage Financial Partners, LLC | 10.95% | Add +18.6% | 436,008 | $44.2M |
| Private Advisor Group, LLC | 0.27% | Reduce -9.9% | 433,809 | $43.9M |
| Baird Financial Group, Inc. | 0.08% | Reduce -20.9% | 430,243 | $43.6M |
| P/E Global LLC | 11.98% | Reduce -8.1% | 427,685 | $43.3M |
| Cullen/Frost Bankers, Inc. | 0.59% | Add +2.9% | 426,751 | $43.2M |
| Jane Street Group, LLC | 0.07% | Reduce -83.5% | 425,985 | $43.1M |
| Divergent Wealth Advisors | 7.83% | Add +2.7% | 422,926 | $42.8M |
| GoalFusion Wealth Management, LLC | 23.65% | Add +7.3% | 421,532 | $42.7M |
| Mascoma Wealth Management LLC | 10.62% | Add +6.0% | 421,210 | $42.7M |
| ETF Portfolio Partners, Inc. | 12.57% | Add +2.0% | 419,685 | $42.5M |
| First Business Financial Services, Inc. | 4.17% | Reduce -11.1% | 411,275 | $41.6M |
| Marquette Asset Management, LLC | 6.60% | Add +4.6% | 410,913 | $41.6M |
| CIBC Private Wealth Group LLC | 0.07% | Reduce -0.8% | 409,313 | $41.5M |
| Global Retirement Partners, LLC | 1.25% | Add +8.9% | 407,842 | $41.3M |
| Gridiron Partners, LLC | 24.93% | Add +1.3% | 406,537 | $41.2M |
| Bricktown Capital, LLC | 7.62% | Reduce -0.8% | 403,860 | $40.9M |
| Vicus Capital | 3.61% | Add +5.8% | 402,809 | $40.8M |
| Nepc LLC | 1.21% | New | 395,413 | $40.0M |
| Archvest Wealth Advisors, Inc. | 25.32% | Add +13.9% | 393,873 | $39.9M |
| Ameritas Investment Partners, Inc. | 1.29% | Reduce -5.1% | 391,338 | $39.6M |
| Bristlecone Advisors, LLC | 3.16% | Add +10.1% | 388,814 | $39.4M |
| Acorn Financial Advisory Services Inc. | 6.97% | Add +4.2% | 388,512 | $39.3M |
| Twele Capital Management, Inc. | 8.24% | Add +4.3% | 387,468 | $39.2M |
| Legacy Financial Strategies, LLC | 8.62% | Add +12.3% | 385,892 | $39.1M |
| Keel Point, LLC | 3.18% | Reduce -0.2% | 376,963 | $38.2M |
| Verger Capital Management LLC | 18.89% | Add +71.8% | 376,881 | $38.2M |
| Fulton Breakefield Broenniman LLC | 2.66% | Add +1.0% | 375,464 | $38.0M |
| Phillips Financial Management, LLC | 2.92% | Reduce -6.9% | 372,274 | $37.7M |
| Tandem Wealth Advisors LLC | 18.73% | Add +0.9% | 364,935 | $37.0M |
| Bouchey Financial Group, Ltd. | 3.29% | Add +15.2% | 363,428 | $36.8M |
| DB Fitzpatrick & Co, Inc | 32.14% | Add +0.7% | 361,932 | $36.7M |
| Lineweaver Wealth Advisors, LLC | 6.91% | Add +37.1% | 358,143 | $36.3M |
| Voisard Asset Management Group, Inc. | 15.04% | Add +1.9% | 356,556 | $36.1M |
| Wealthcare Advisory Partners LLC | 1.02% | Add +1.8% | 353,187 | $35.8M |
| Wilshire Advisors LLC | 16.89% | Reduce -1.9% | 347,274 | $35.2M |
| Towercrest Capital Management | 5.61% | Add +2.7% | 343,442 | $34.8M |
| Man Group plc | 0.10% | Add +51.2% | 341,095 | $34.5M |
| Abound Wealth Management | 11.43% | Add +6.0% | 339,829 | $34.4M |
| Spire Wealth Management | 1.16% | Reduce -1.6% | 339,556 | $34.4M |
| Kestra Advisory Services, LLC | 0.19% | Add +11.0% | 336,946 | $34.1M |
| Hantz Financial Services, Inc. | 0.61% | Add +19.6% | 336,823 | $34.1M |
| Concurrent Investment Advisors, LLC | 1.01% | Add +4.4% | 336,717 | $34.1M |
| Bright Financial Advisors, Inc. | 21.56% | Add +3.3% | 334,655 | $33.9M |
| Allworth Financial LP | 0.21% | Add +9.7% | 333,226 | $33.7M |
| Prentice Wealth Management LLC | 9.99% | Add +4.1% | 332,052 | $33.6M |
| Cornerstone Management, Inc. | 6.99% | Reduce -0.1% | 330,657 | $33.5M |
| Bokf, NA | 0.59% | Add +11.0% | 332,761 | $33.5M |
| Tectonic Advisors LLC | 2.18% | Add +7.8% | 327,815 | $33.2M |
| Baron Silver Stevens Financial Advisors, LLC | 5.79% | Add +6.5% | 327,421 | $33.2M |
| Arax Advisory Partners | 2.95% | Add +626.1% | 326,707 | $33.1M |
| Northwestern Mutual Investment Management Company, LLC | 0.77% | Reduce -2.9% | 325,363 | $32.9M |
| Ellenbecker Investment Group | 6.15% | Add +2.3% | 320,957 | $32.5M |
| Fort Point Capital Partners LLC | 4.07% | Add +1.3% | 320,259 | $32.4M |
| Geller Advisors LLC | 2.23% | Add +7.0% | 318,324 | $32.2M |
| World Investment Advisors | 1.01% | Add +1817.5% | 316,352 | $32.0M |
| Legacy Private Trust Co. | 2.14% | Add +2.0% | 314,893 | $31.9M |
| Bremer Bank National Association | 5.90% | Add +183.5% | 308,753 | $31.3M |
| Great Valley Advisor Group, Inc. | 0.77% | Add +22.0% | 307,569 | $31.1M |
| Dakota Wealth Management | 0.70% | Reduce -8.7% | 306,948 | $31.1M |
| DT Investment Partners, LLC | 2.49% | Add +10.1% | 303,447 | $30.7M |
| Founders Financial Securities LLC | 2.83% | Add +62.9% | 302,388 | $30.6M |
| Connable Office Inc. | 3.08% | Add +1.0% | 301,820 | $30.6M |
| Bank of Nova Scotia | 0.06% | Add +5.4% | 301,092 | $30.5M |
| Walker Financial Services, Inc. | 20.50% | Add +16.3% | 299,395 | $30.3M |
| First Hawaiian Bank | 0.97% | Add +1.0% | 299,157 | $30.3M |
| Capital Insight Partners, LLC | 5.24% | Reduce -9.2% | 295,648 | $29.9M |
| Koss-Olinger Consulting, LLC | 2.60% | Add +4.0% | 295,630 | $29.9M |
| LVZ, Inc. | 3.83% | Reduce -3.2% | 295,409 | $29.9M |
| Flagship Harbor Advisors, LLC | 1.64% | Add +29.1% | 294,693 | $29.8M |
| Shakespeare Wealth Management, LLC | 7.78% | Add +5.6% | 294,048 | $29.8M |
| Horizon Investments, LLC | 0.79% | Add +71.7% | 295,527 | $29.7M |
| Full Sail Capital, LLC | 1.91% | Add +1.2% | 293,542 | $29.7M |
| Passaic Partners LLC | 4.45% | Add +6.5% | 293,405 | $29.7M |
| TD Capital Management LLC | 2.97% | Reduce -2.5% | 292,455 | $29.6M |
| Perigon Wealth Management, LLC | 0.79% | Add +15.6% | 290,710 | $29.4M |
| Parallel Advisors, LLC | 0.69% | Reduce -52.7% | 289,661 | $29.3M |
| Robertson Stephens Wealth Management, LLC | 1.05% | Add +5.9% | 281,243 | $28.5M |
| GP Brinson Investments LLC | 11.63% | No change | 280,650 | $28.4M |
| Composition Wealth, LLC | 0.66% | Add +24.8% | 279,793 | $28.3M |
| Smithfield Trust Co | 1.38% | Add +21.1% | 278,688 | $28.2M |
| Wealthspire Advisors, LLC | 0.29% | Add +59.6% | 278,460 | $28.2M |
| Grey Fox Wealth Advisors, LLC | 7.83% | Add +66.6% | 277,435 | $28.1M |
| First Foundation Advisors | 1.06% | Add +9.7% | 276,977 | $28.0M |
| Regions Financial Corp. | 0.20% | Add +0.6% | 276,082 | $28.0M |
| Fort Henry Capital, LLC | 18.95% | Add +17.9% | 274,956 | $27.8M |
| Scotia Capital Inc. | 0.15% | Reduce -6.3% | 273,174 | $27.7M |
| Mutual Advisors, LLC | 0.81% | Reduce -2.1% | 278,844 | $27.5M |
| Arbor Investment Advisors, LLC | 3.58% | Add +8.6% | 267,021 | $27.0M |
| United Bank | 3.14% | New | 266,824 | $27.0M |
| First Bank & Trust | 5.12% | Add +0.6% | 266,482 | $27.0M |
| Enterprise Bank & Trust Co | 8.68% | Add +3.9% | 266,183 | $27.0M |
| MV Capital Management, Inc. | 2.83% | Add +4.0% | 263,145 | $26.6M |
| Barings LLC | 0.63% | Reduce -61.4% | 262,938 | $26.6M |
| Hudson Capital Management LLC | 8.77% | Add +9.8% | 261,533 | $26.5M |
| Parkside Advisors LLC | 6.22% | Add +4.5% | 258,739 | $26.2M |
| TD Private Client Wealth LLC | 0.74% | Add +166.0% | 255,363 | $25.9M |
| Transform Wealth, LLC | 1.70% | Add +3.2% | 252,735 | $25.6M |
| Syon Capital LLC | 2.26% | Add +8.2% | 252,539 | $25.6M |
| Galvin, Gaustad & Stein, LLC | 2.31% | Add +2.3% | 252,246 | $25.5M |
| Hancock Whitney Corp. | 0.82% | Reduce -0.1% | 250,706 | $25.4M |
| Fairview Capital Investment Management, LLC | 1.37% | Add +4.7% | 249,295 | $25.2M |
| Financial Designs Corp | 15.80% | Add +1.5% | 241,694 | $24.5M |
| Berger Financial Group, Inc | 1.76% | Add +4.2% | 240,537 | $24.4M |
| Matrix Trust Co | 4.53% | Add +15.2% | 239,410 | $24.2M |
| Heartwood Wealth Advisors LLC | 2.68% | Add +1.1% | 238,788 | $24.2M |
| Eley Financial Management, Inc | 9.73% | Add +9.6% | 238,618 | $24.2M |
| Greenspring Advisors, LLC | 5.21% | Add +16.9% | 235,634 | $23.9M |
| Concourse Financial Group Securities, Inc. | 1.42% | Reduce -1.6% | 234,970 | $23.8M |
| Summit Wealth Partners, LLC | 4.55% | Add +0.3% | 233,153 | $23.6M |
| Visionary Wealth Advisors | 1.43% | Add +0.8% | 232,225 | $23.5M |
| BayBridge Capital Group, LLC | 16.85% | Add +7.4% | 231,029 | $23.4M |
| Lwmg, LLC | 4.42% | Add +129.4% | 229,644 | $23.3M |
| Black Diamond Financial, LLC | 3.86% | Add +14.6% | 224,351 | $22.8M |
| iA Global Asset Management Inc. | 0.40% | Add +125.6% | 223,990 | $22.7M |
| Mather Group, Llc. | 0.29% | Add +128.7% | 223,303 | $22.6M |
| Souders Financial Advisors | 3.14% | Reduce -11.7% | 222,389 | $22.5M |
| Unique Wealth, LLC | 5.14% | Add +33.8% | 221,674 | $22.4M |
| Central Bank & Trust Co. | 3.08% | Reduce -6.7% | 220,662 | $22.3M |
| Bank of Hawaii | 0.93% | Reduce -29.4% | 218,870 | $22.2M |
| Advisory Services Network, LLC | 0.46% | No change | 227,752 | $22.1M |
| Logan Stone Capital, LLC | 5.49% | New | 217,500 | $22.0M |
| Cultivar Capital, Inc. | 18.10% | Add +3.8% | 217,218 | $22.0M |
| TCI Wealth Advisors, Inc. | 1.85% | Reduce -0.4% | 216,848 | $22.0M |
| Beacon Investment Advisory Services, Inc. | 0.91% | Add +8.0% | 215,627 | $21.8M |
| Ameliora Wealth Management Ltd. | 9.08% | Add +46.7% | 214,968 | $21.8M |
| Aveo Capital Partners, LLC | 2.31% | Add +41.5% | 214,630 | $21.7M |
| Diversified Trust Co. | 0.54% | Add +9.4% | 213,357 | $21.6M |
| Octavia Wealth Advisors, LLC | 2.66% | Add +27.5% | 213,034 | $21.6M |
| Lutz Financial Services LLC | 1.73% | Add +1.1% | 210,695 | $21.3M |
| Bowman & Co S.C. | 11.19% | Reduce -0.1% | 209,359 | $21.2M |
| Snider Financial Group | 7.76% | Add +1.0% | 209,308 | $21.2M |
| Onyx Bridge Wealth Group LLC | 3.19% | Add +5.5% | 208,617 | $21.1M |
| Valmark Advisers, Inc. | 0.33% | Add +1.6% | 207,833 | $21.0M |
| Partnership Wealth Management, LLC | 14.73% | New | 205,968 | $20.9M |
| Hudock, Inc. | 3.59% | Reduce -1.5% | 204,971 | $20.8M |
| AdvisorNet Financial, Inc | 1.55% | Add +30.4% | 204,743 | $20.7M |
| SVB Wealth LLC | 17.63% | Reduce -72.4% | 204,560 | $20.7M |
| Modera Wealth Management, LLC | 0.26% | Add +1.2% | 202,401 | $20.5M |
| Bartlett & Co. Wealth Management LLC | 0.29% | Reduce -9.0% | 200,598 | $20.3M |
| Ascent Group, LLC | 1.53% | Reduce -3.5% | 199,836 | $20.2M |
| Main Street Financial Solutions, LLC | 1.85% | Add +1.3% | 199,415 | $20.2M |
| Wrapmanager Inc. | 5.21% | Add +16.6% | 198,800 | $20.1M |
| NEOS Investment Management LLC | 0.61% | Add +244.0% | 198,799 | $20.1M |
| Compound Planning, Inc. | 1.25% | Reduce -1.7% | 197,459 | $20.0M |
| Brown Advisory Inc. | 0.03% | Add +8.5% | 196,946 | $19.9M |
| Madison Asset Management, LLC | 0.22% | Reduce -1.2% | 196,531 | $19.9M |
| Waterloo Capital, L.P. | 2.16% | Add +60.2% | 195,489 | $19.8M |
| Foundations Investment Advisors, LLC | 0.41% | Add +113.6% | 194,472 | $19.7M |
| Sound Financial Strategies Group, LLC | 15.77% | Reduce -4.6% | 193,900 | $19.6M |
| Pinnacle Financial Partners Inc | 0.39% | Add +102.8% | 192,476 | $19.5M |
| CWA Asset Management Group, LLC | 1.02% | — | 188,773 | $19.1M |
| Ted Buchan & Co | 9.06% | Add +13.0% | 188,547 | $19.1M |
| Colton Groome Financial Advisors, LLC | 7.13% | Reduce -2.2% | 188,131 | $19.1M |
| Financial Engines Advisors L.L.C. | 0.04% | Reduce -4.4% | 186,810 | $18.9M |
| Sigma Planning Corp | 0.58% | Add +11.9% | 186,244 | $18.9M |
| Ballast Advisors LLC | 5.81% | Add +1.5% | 185,572 | $18.8M |
| Vestmark Advisory Solutions, Inc. | 0.70% | Add +2.9% | 184,952 | $18.7M |
| Catalyst Financial Partners LLC | 3.66% | Add +6.4% | 184,845 | $18.7M |
| Verdence Capital Advisors LLC | 1.48% | Add +11.5% | 183,826 | $18.6M |
| Stratos Wealth Advisors, LLC | 0.85% | Reduce -8.0% | 183,500 | $18.6M |
| Stratos Wealth Partners, LTD. | 0.27% | Add +4.4% | 182,228 | $18.5M |
| Summit Financial, LLC | 0.72% | Add +41.4% | 181,288 | $18.4M |
| Cresset Asset Management, LLC | 0.07% | Reduce -3.8% | 181,161 | $18.3M |
| Level Four Advisory Services, LLC | 0.77% | Add +5.0% | 185,978 | $18.3M |
| Sequoia Financial Advisors, LLC | 0.20% | Reduce -19.6% | 180,620 | $18.3M |
| Sheridan Capital Management, LLC | 12.90% | Reduce -0.5% | 180,229 | $18.3M |
| IHT Wealth Management, LLC | 0.51% | Add +8.2% | 175,856 | $17.8M |
| LPWM LLC | 5.78% | Add +7.0% | 175,547 | $17.7M |
| Freedom Investment Management, Inc. | 1.39% | Add +3.7% | 172,788 | $17.5M |
| Silver Coast Investments LLC | 6.41% | Add +3.1% | 171,869 | $17.4M |
| Regimen Wealth, LLC | 5.59% | Add +2.1% | 170,535 | $17.3M |
| Retirement Capital Strategies | 6.75% | New | 170,388 | $17.3M |
| Financial Advocates Investment Management | 0.97% | Add +1.7% | 170,440 | $17.2M |
| Greenup Street Wealth Management LLC | 3.54% | Add +2.8% | 169,436 | $17.2M |
| Rockefeller Capital Management L.P. | 0.05% | Add +9.6% | 168,682 | $17.1M |
| Patriot Investment Management Group, Inc. | 1.25% | Add +5.8% | 168,182 | $17.0M |
| Prospera Financial Services Inc | 0.43% | Add +13.5% | 168,007 | $17.0M |
| Tanager Wealth Management LLP | 2.29% | Add +13.9% | 167,861 | $17.0M |
| Watershed Private Wealth LLC | 6.77% | Add +32.0% | 167,684 | $17.0M |
| WASHINGTON TRUST Co | 0.59% | Add +1.6% | 167,156 | $16.9M |
| Skyline Advisors, Inc. | 6.91% | Add +0.0% | 165,680 | $16.8M |
| Prairieview Wealth Partners, LLC | 18.13% | Add +275.4% | 165,605 | $16.8M |
| Marcum Wealth, LLC | 1.56% | Add +4.9% | 165,605 | $16.8M |
| Common Fund for Nonprofit Organizations | 2.01% | Add +183.9% | 165,585 | $16.8M |
| GPS Wealth Strategies Group, LLC | 2.23% | Add +4535.7% | 165,310 | $16.7M |
| Texas Capital Bank Wealth Management Services Inc | 1.64% | Add +27.7% | 164,902 | $16.7M |
| Agincourt Capital Management, LLC | 16.22% | Add +0.4% | 163,960 | $16.6M |
| Chemung Canal Trust Co. | 3.36% | Add +6.2% | 163,931 | $16.6M |
| Schroder Investment Management Group | 0.02% | Reduce -40.6% | 163,509 | $16.6M |
| Capital Analysts, LLC | 0.67% | Reduce -5.3% | 162,860 | $16.5M |
| Choreo, LLC | 0.24% | Add +2.7% | 161,434 | $16.4M |
| James J. Burns & Company, LLC | 2.96% | Add +2.4% | 161,564 | $16.4M |
| Peddock Capital Advisors, LLC | 3.93% | Add +0.6% | 161,500 | $16.4M |
| Pure Financial Advisors, LLC | 0.39% | Reduce -4.2% | 161,419 | $16.3M |
| Financial & Tax Architects, LLC | 4.16% | Reduce -7.5% | 159,733 | $16.2M |
| Lowe Brockenbrough & Co. Inc. | 1.03% | Add +74.3% | 159,492 | $16.2M |
| Lifestyle Asset Management, Inc. | 8.79% | Add +110.5% | 157,229 | $15.9M |
| Alera Investment Advisors, LLC | 1.86% | Add +0.3% | 156,464 | $15.8M |
| Marquette Associates, Inc. | 11.26% | No change | 154,490 | $15.6M |
| Tiemann Investment Advisors, LLC | 6.69% | Add +1.4% | 153,258 | $15.5M |
| AE Wealth Management LLC | 0.14% | Add +0.0% | 152,004 | $15.4M |
| Boyd Wealth Management, LLC | 7.67% | Reduce -9.2% | 149,404 | $15.1M |
| Proficio Capital Partners LLC | 1.50% | Add +393.1% | 148,594 | $15.0M |
| Independent Solutions Wealth Management, LLC | 3.39% | Reduce -2.1% | 148,016 | $15.0M |
| Principal Financial Group Inc. | 0.01% | Reduce -4.1% | 147,703 | $15.0M |
| Montecito Bank & Trust | 2.53% | New | 146,453 | $14.8M |
| Accredited Investors Inc. | 0.84% | Reduce -12.5% | 145,795 | $14.8M |
| MIdWestOne Financial Group, Inc. | 2.04% | Add +763.8% | 145,728 | $14.8M |
| Chesapeake Wealth Management | 5.03% | Add +8.0% | 145,577 | $14.7M |
| Florida Trust Wealth Management Co | 0.47% | Add +14.5% | 144,864 | $14.7M |
| Fiducient Advisors LLC | 1.68% | Add +64.3% | 143,862 | $14.6M |
| SYM FINANCIAL Corp | 1.94% | Reduce -0.1% | 143,381 | $14.5M |
| NorthCrest Asset Manangement, LLC | 0.44% | Add +19.2% | 142,795 | $14.5M |
| Sandy Cove Advisors, LLC | 5.88% | Add +42.4% | 142,262 | $14.4M |
| Interactive Financial Advisors, Inc. | 7.41% | Add +1.0% | 142,167 | $14.4M |
| Clearwater Capital Advisors, LLC | 1.38% | Reduce -4.9% | 140,417 | $14.2M |
| Sunesis Advisors, LLC | 8.55% | Add +6.4% | 140,085 | $14.2M |
| Webster Bank, N. A. | 1.50% | Reduce -2.1% | 139,457 | $14.1M |
| Exencial Wealth Advisors, LLC | 0.51% | Reduce -2.8% | 138,903 | $14.1M |
| Clearstead Advisors, LLC | 0.22% | Add +26.4% | 138,260 | $14.0M |
| Providence First Trust Co | 5.93% | Add +6.1% | 137,989 | $14.0M |
| Cordgrass Capital Advisors, LLC | 4.03% | Add +17.1% | 137,370 | $13.9M |
| High Net Worth Advisory Group LLC | 3.82% | Add +10.6% | 135,381 | $13.7M |
| Omega Financial Group, LLC | 5.18% | Add +12.9% | 134,937 | $13.7M |
| Oppenheimer Asset Management Inc. | 0.16% | Add +3.0% | 134,326 | $13.6M |
| Waverly Advisors, LLC | 0.25% | Reduce -3.9% | 133,379 | $13.5M |
| 9258 Wealth Management, LLC | 1.99% | Reduce -4.5% | 133,014 | $13.5M |
| FC Advisory LLC | 4.50% | Add +8.0% | 132,201 | $13.4M |
| Harbour Investments, Inc. | 0.40% | Add +23.8% | 132,040 | $13.4M |
| Squarepoint Ops LLC | 0.04% | Add +9.6% | 131,976 | $13.4M |
| Empower Advisory Group, LLC | 0.05% | Add +2.7% | 131,944 | $13.4M |
| New Capital Management LP | 3.76% | Reduce -4.9% | 131,531 | $13.3M |
| Easterly Investment Partners LLC | 1.07% | No change | 131,350 | $13.3M |
| Calamos Wealth Management LLC | 0.69% | Reduce -19.1% | 131,252 | $13.3M |
| Canton Hathaway, LLC | 3.32% | No change | 131,216 | $13.3M |
| Robinswood Financial LLC | 4.92% | Add +3.9% | 130,656 | $13.2M |
| Blair William & Co. | 0.04% | Add +9.9% | 129,273 | $13.1M |
| Commerce Bank | 0.08% | Add +0.4% | 128,972 | $13.1M |
| Rehmann Capital Advisory Group | 0.85% | Reduce -20.5% | 128,124 | $13.0M |
| NewSquare Capital LLC | 1.02% | Add +1.1% | 126,589 | $12.8M |
| Greenwood Capital Associates LLC | 1.66% | Add +1.7% | 126,141 | $12.8M |
| Insight 2811, Inc. | 6.35% | Add +17.6% | 126,021 | $12.8M |
| Family Capital Trust Co | 4.07% | Reduce -0.0% | 125,185 | $12.7M |
| Sowell Financial Services LLC | 0.57% | Reduce -4.8% | 121,842 | $12.3M |
| HBC Financial Services, PLLC | 7.42% | Add +1.6% | 124,112 | $12.2M |
| TBH Global Asset Management, LLC | 2.65% | Reduce -8.5% | 119,988 | $12.2M |
| Kintra Wealth, LLC | 8.20% | Add +6.0% | 119,245 | $12.1M |
| Blankinship & Foster, LLC | 2.94% | Reduce -2.5% | 118,959 | $12.0M |
| Conservest Capital Advisors, Inc. | 1.23% | No change | 122,812 | $12.0M |
| LMG Wealth Partners, LLC | 2.73% | Add +5.7% | 117,534 | $11.9M |
| LifePlan Investment Advisors, Inc. | 7.55% | Add +1.7% | 116,584 | $11.8M |
| Creekmur Asset Management LLC | 2.76% | Add +26.4% | 115,920 | $11.7M |
| Ally Invest Advisors Inc. | 1.04% | Add +6.4% | 115,825 | $11.7M |
| Silverleafe Capital Partners, LLC | 4.12% | Add +0.2% | 115,023 | $11.6M |
| Coldstream Capital Management Inc. | 0.25% | Add +219.3% | 117,164 | $11.6M |
| Diversified, LLC | 1.27% | Add +2.5% | 114,578 | $11.6M |
| Diversified Enterprises, LLC | 1.27% | — | 114,578 | $11.6M |
| Aquire Wealth Advisors, LLC | 3.63% | Add +4.8% | 114,195 | $11.6M |
| Richard W. Paul & Associates, LLC | 4.15% | Add +6.9% | 114,000 | $11.5M |
| Corepath Wealth Partners LLC | 11.11% | Add +3.7% | 115,006 | $11.4M |
| Chesley Taft & Associates LLC | 0.54% | Add +2.0% | 112,782 | $11.4M |
| Cibc World Market Inc. | 0.03% | Reduce -2.3% | 112,737 | $11.4M |
| Van Hulzen Asset Management, LLC | 0.83% | Reduce -0.4% | 112,614 | $11.4M |
| RFP Financial Group LLC | 3.69% | Add +0.8% | 111,800 | $11.3M |
| NorthCoast Asset Management LLC | 0.08% | Reduce -25.5% | 111,838 | $11.3M |
| Aspiriant, LLC | 0.43% | Add +2.7% | 110,846 | $11.2M |
| NewEdge Wealth, LLC | 0.20% | Add +80.5% | 110,726 | $11.2M |
| Buck Wealth Strategies, LLC | 3.52% | Reduce -6.5% | 110,543 | $11.2M |
| Integrated Wealth Concepts LLC | 0.13% | Add +32.9% | 109,254 | $11.1M |
| Synovus Financial Corp. | 0.13% | Add +11.6% | 109,237 | $11.1M |
| Twin Focus Capital Partners, LLC | 1.74% | Add +15.8% | 108,831 | $11.0M |
| Daiwa Securities Group Inc. | 0.05% | Add +10.3% | 108,760 | $11.0M |
| Avantax Planning Partners, Inc. | 0.39% | Reduce -14.8% | 108,564 | $11.0M |
| Legacy PCG, LLC | 7.76% | Reduce -0.1% | 107,625 | $10.9M |
| Granite Harbor Advisors, Inc. | 6.43% | Add +5.3% | 107,384 | $10.9M |
| Strategic Financial Partners, Ltd. | 5.54% | Add +14.0% | 107,159 | $10.9M |
| Nwam LLC | 0.66% | New | 106,900 | $10.8M |
| Moneta Group Investment Advisors LLC | 0.16% | Add +16.6% | 106,403 | $10.8M |
| Peak Financial Management, Inc. | 3.16% | Add +3.0% | 106,325 | $10.8M |
| PFG Advisors | 0.68% | Add +0.1% | 106,213 | $10.8M |
| CW Advisors, LLC | 0.14% | Reduce -12.1% | 105,866 | $10.7M |
| Stone House Investment Management, LLC | 2.21% | Add +2.9% | 105,828 | $10.7M |
| One Day In July LLC | 1.20% | Add +2.3% | 105,674 | $10.7M |
| Accelerate Investment Advisors LLC | 10.45% | — | 105,653 | $10.7M |
| Somnio Financial Group, LLC | 8.71% | Add +3.8% | 105,421 | $10.7M |
| Fagan Associates, Inc. | 1.79% | Add +5.7% | 105,324 | $10.7M |
| Evensky & Katz LLC | 0.69% | Add +8.4% | 104,167 | $10.5M |
| Summit Wealth Group, LLC | 3.00% | Reduce -7.6% | 102,855 | $10.4M |
| First Washington CORP | 4.14% | No change | 102,850 | $10.4M |
| Cynosure Group, LLC | 1.52% | Reduce -12.2% | 102,736 | $10.4M |
| Fiduciary Group, LLC | 1.05% | Add +125.7% | 102,382 | $10.4M |
| Lake Hills Wealth Management, LLC | 6.91% | Reduce -2.2% | 102,000 | $10.3M |
| BlueSky Wealth Advisors, LLC | 1.60% | Reduce -1.4% | 101,744 | $10.3M |
| FDx Advisors, Inc. | 2.80% | Reduce -7.9% | 101,449 | $10.3M |
| Smith Shellnut Wilson LLC | 4.63% | Add +22.5% | 101,116 | $10.2M |
| Chicago Partners Investment Group LLC | 0.36% | Add +1.6% | 102,978 | $10.2M |
| TCP Asset Management, LLC | 2.33% | Reduce -34.1% | 99,982 | $10.1M |
| HTG Investment Advisors, Inc. | 4.75% | Add +9.0% | 99,380 | $10.1M |
| ABLE Financial Group, LLC | 3.11% | Add +6.7% | 99,264 | $10.1M |
| Amtrust Financial Services, Inc. | 4.82% | No change | 98,560 | $10.0M |
| Tillman Hartley LLC | 2.93% | Add +25.5% | 97,481 | $9.9M |
| Eagle Strategies LLC | 1.78% | Add +18.3% | 97,066 | $9.8M |
| Kopp Family Office, LLC | 6.26% | New | 97,000 | $9.8M |
| Parkside Investments, LLC | 1.48% | New | 96,905 | $9.8M |
| Money Concepts Capital Corp. | 0.74% | Add +15.2% | 96,752 | $9.8M |
| Susquehanna International Group, LLP | 0.02% | Reduce -19.7% | 96,720 | $9.8M |
| Benjamin Edwards Inc. | 0.14% | Add +1294.3% | 96,223 | $9.7M |
| OneDigital Investment Advisors LLC | 0.11% | Add +18.2% | 95,872 | $9.7M |
| Addison Advisors LLC | 2.69% | Add +15.0% | 95,568 | $9.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Add +19.4% | 95,091 | $9.6M |
| Roundview Capital LLC | 0.70% | Add +2.8% | 94,831 | $9.6M |
| Slow Capital, Inc. | 1.47% | Add +2.0% | 94,814 | $9.6M |
| Fifth Third Securities, Inc. | 0.91% | Reduce -10.6% | 94,672 | $9.6M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.26% | Add +3.8% | 94,354 | $9.6M |
| Destiny Capital Corp | 5.91% | Add +17.7% | 97,189 | $9.5M |
| Capstone Financial Advisors, Inc. | 0.59% | Add +1.3% | 94,155 | $9.5M |
| LGL Partners, LLC | 1.33% | Add +1.8% | 93,500 | $9.5M |
| Chartwell Investment Partners, LLC | 0.32% | Reduce -0.5% | 93,190 | $9.4M |
| Flagstar Securities, Inc. | 2.38% | Add +2.4% | 92,618 | $9.4M |
| GM Advisory Group, LLC | 0.56% | Add +0.8% | 91,590 | $9.3M |
| Blue Barn Wealth, LLC | 4.76% | Add +7.2% | 91,584 | $9.3M |
| Signal Advisors Wealth, LLC | 1.32% | New | 91,323 | $9.2M |
| Alliance Wealth Management Group | 2.46% | Add +16.6% | 91,244 | $9.2M |
| Sharp Wealth Advisory, LLC | 7.13% | Add +9.7% | 91,235 | $9.2M |
| Oppenheimer & Co. Inc. | 0.14% | Reduce -4.5% | 90,712 | $9.2M |
| B. Riley Wealth Advisors, Inc. | 0.25% | Add +11.0% | 90,199 | $9.1M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -18.4% | 89,873 | $9.1M |
| Westfuller Advisors, LLC | 6.45% | — | 88,685 | $9.0M |
| Ashton Thomas Securities, LLC | 1.74% | Add +332.2% | 88,323 | $8.9M |
| Motive Wealth Advisors | 5.34% | No change | 91,531 | $8.9M |
| AJ Advisors, LLC | 4.54% | Reduce -0.9% | 87,391 | $8.9M |
| Stephens Inc. | 0.13% | Reduce -2.8% | 86,988 | $8.8M |
| Bryn Mawr Trust Advisors, LLC | 0.47% | Add +2.7% | 86,904 | $8.8M |
| FFT Wealth Management LLC | 0.66% | Add +4.3% | 86,326 | $8.7M |
| Firestone Capital Management | 2.19% | Reduce -2.8% | 86,252 | $8.7M |
| Ausdal Financial Partners, Inc. | 0.91% | Add +1.0% | 85,862 | $8.7M |
| Caldwell Trust Co | 0.90% | Add +9.1% | 84,933 | $8.6M |
| Act Wealth Management, LLC | 3.81% | Add +38.5% | 84,839 | $8.6M |
| Freestate Advisors LLC | 8.87% | — | 84,180 | $8.5M |
| Redwood Investment Management, LLC | 0.75% | Reduce -29.0% | 83,356 | $8.4M |
| Opes Wealth Management LLC | 1.62% | Add +2.9% | 83,248 | $8.4M |
| Natixis Advisors, LLC | 0.02% | Add +5.7% | 82,943 | $8.4M |
| Crabel Capital Management, LLC | 5.90% | Add +90.5% | 82,882 | $8.4M |
| WMS Partners, LLC | 0.47% | Reduce -3.2% | 82,440 | $8.3M |
| Rwa Wealth Partners, LLC | 0.10% | Add +61.4% | 81,821 | $8.3M |
| Cornerstone Partners Capital Management, LLC | 16.28% | Add +22.4% | 81,620 | $8.3M |
| Astoria Strategic Wealth, Inc. | 2.41% | Reduce -69.2% | 81,219 | $8.2M |
| Farther Finance Advisors, LLC | 0.30% | Add +3.5% | 79,666 | $8.1M |
| Dynamic Advisor Solutions LLC | 0.24% | Add +2.5% | 79,405 | $8.0M |
| NorthLanding Financial Partners, LLC | 7.92% | Add +4.9% | 79,079 | $8.0M |
| Apexium Financial, LP | 0.53% | Add +6.9% | 78,729 | $8.0M |
| Great Diamond Partners, LLC | 2.02% | Reduce -1.4% | 78,408 | $7.9M |
| Catalyst Capital Advisors LLC | 0.18% | Reduce -3.9% | 77,925 | $7.9M |
| Avidian Wealth Enterprises, LLC | 0.36% | Reduce -0.8% | 77,629 | $7.9M |
| TruWealth Advisors, LLC | 0.48% | Add +12.7% | 77,242 | $7.8M |
| Lionsbridge Wealth Management LLC | 6.17% | Reduce -1.7% | 77,052 | $7.8M |
| Gateway Advisory, LLC | 1.26% | Reduce -1.6% | 77,031 | $7.8M |
| Insigneo Advisory Services, LLC | 0.79% | Add +7.0% | 76,883 | $7.8M |
| Edge Capital Group, LLC | 0.34% | Add +14.8% | 76,832 | $7.8M |
| Forbes Financial Planning, Inc. | 5.59% | Add +1.5% | 76,662 | $7.8M |
| Optivise Advisory Services LLC | 4.07% | Add +39.3% | 76,326 | $7.7M |
| Emergent Wealth Advisors, LLC | 5.65% | Add +12.3% | 75,507 | $7.7M |
| Lake Street Advisors Group, LLC | 0.35% | Add +0.2% | 75,460 | $7.6M |
| Foguth Wealth Management, LLC. | 2.77% | Add +75.3% | 76,464 | $7.6M |
| Plimoth Trust Co. LLC | 1.92% | Add +0.9% | 75,295 | $7.6M |
| Whitegate Investment Counselors, Inc. | 2.02% | Add +10.6% | 75,275 | $7.6M |
| Jackson Hole Capital Partners, LLC | 1.59% | Reduce -2.7% | 75,058 | $7.6M |
| Addis & Hill, Inc | 5.82% | Reduce -0.8% | 75,041 | $7.6M |
| McGlone Suttner Wealth Management, Inc. | 1.57% | Reduce -12.8% | 74,508 | $7.5M |
| Cosner Financial Group, LLC | 4.86% | Add +0.2% | 74,454 | $7.5M |
| AlphaQ Advisors LLC | 21.06% | Add +79.6% | 74,431 | $7.5M |
| Cedar Mountain Advisors, LLC | 1.70% | New | 74,321 | $7.5M |
| Westside Investment Management, Inc. | 1.60% | Add +0.9% | 74,342 | $7.5M |
| Exchange Capital Management, Inc. | 1.19% | Reduce -9.6% | 74,072 | $7.5M |
| Oldfather Financial Services, LLC | 2.87% | Add +5.9% | 73,627 | $7.5M |
| Avondale Wealth Management | 4.84% | Reduce -5.1% | 73,519 | $7.4M |
| CFS Investment Advisory Services, LLC | 0.62% | Reduce -47.5% | 72,910 | $7.4M |
| Colonial Trust Advisors | 0.64% | Add +67.0% | 72,496 | $7.3M |
| Systematic Alpha Investments, LLC | 0.27% | No change | 72,000 | $7.3M |
| Andina Capital Management, LLC | 5.54% | Add +12.6% | 71,908 | $7.3M |
| Csenge Advisory Group | 0.38% | Add +1.0% | 72,417 | $7.2M |
| NBT Bank, N.A. | 0.48% | Add +21.8% | 71,042 | $7.2M |
| Integrated Advisors Network LLC | 0.35% | Reduce -1.0% | 71,000 | $7.2M |
| Fund Evaluation Group, LLC | 0.40% | Reduce -4.4% | 70,539 | $7.1M |
| Heritage Financial Services, LLC | 0.95% | Add +2.6% | 70,430 | $7.1M |
| Vernal Point Advisors, LLC | 5.50% | Reduce -0.1% | 70,163 | $7.1M |
| Moneda S.A. Administradora General de Fondos | 5.79% | Add +133.2% | 69,237 | $7.0M |
| Acima Private Wealth, LLC | 2.34% | Add +3.4% | 69,014 | $7.0M |
| Citizens Financial Group Inc. | 0.14% | Add +5.1% | 68,935 | $7.0M |
| City State Bank | 2.51% | Add +9.3% | 67,945 | $6.9M |
| Arrow Financial Corp | 0.63% | Add +5.4% | 67,461 | $6.8M |
| Whittier Trust Co. | 0.09% | Reduce -3.4% | 67,241 | $6.8M |
| Heritage Family Offices, LLP | 3.52% | Reduce -2.7% | 67,237 | $6.8M |
| Eldridge Investment Advisors, Inc. | 1.60% | Add +0.9% | 67,177 | $6.8M |
| Erickson Financial Group, LLC | 4.84% | Reduce -0.6% | 66,746 | $6.8M |
| Wescott Financial Advisory Group, LLC | 0.72% | Add +5.5% | 66,540 | $6.7M |
| Juncture Wealth Strategies, LLC | 2.58% | Add +5.4% | 65,812 | $6.7M |
| Sovereign Investment Advisors, LLC | 2.18% | Add +2.4% | 65,711 | $6.7M |
| GeoWealth Management, LLC | 0.23% | Add +549.2% | 65,496 | $6.6M |
| All Terrain Financial Advisors, LLC | 2.52% | Add +36.9% | 65,013 | $6.6M |
| Lockheed Martin Investment Management Co. | 0.30% | New | 65,000 | $6.6M |
| J.W. Cole Advisors, Inc. | 0.28% | Add +61.7% | 64,953 | $6.6M |
| Gemmer Asset Management LLC | 0.66% | Add +1.2% | 64,672 | $6.5M |
| Focus Partners Advisor Solutions, LLC | 0.14% | Add +9.3% | 64,521 | $6.5M |
| Epiq Partners, LLC | 3.73% | Add +71.8% | 64,419 | $6.5M |
| KMG Fiduciary Partners, LLC | 0.56% | Add +292.9% | 64,383 | $6.5M |
| Cibc World Markets Corp. | 0.05% | Reduce -15.1% | 64,316 | $6.5M |
| Global Assets Advisory, LLC | 3.56% | Add +4.6% | 64,296 | $6.5M |
| Linscomb Wealth, Inc. | 0.32% | Add +9.7% | 64,037 | $6.5M |
| Burke & Herbert Bank & Trust Co. | 1.50% | Add +7.7% | 63,520 | $6.4M |
| Atria Investments, Inc | 0.08% | Add +4.7% | 63,347 | $6.4M |
| Blue Chip Partners, LLC | 0.56% | Add +3.5% | 63,291 | $6.4M |
| Texas Capital Bancshares Inc | 2.59% | Add +8.5% | 63,204 | $6.4M |
| Arrien Investments, Inc. | 4.59% | Add +1.5% | 62,805 | $6.4M |
| Element Wealth, LLC | 3.33% | Add +1.9% | 62,105 | $6.3M |
| Geneos Wealth Management Inc. | 0.24% | Add +27.6% | 61,595 | $6.2M |
| Diligent Investors, LLC | 1.45% | Reduce -3.0% | 61,552 | $6.2M |
| Kowal Investment Group, LLC | 1.15% | Add +16.8% | 61,526 | $6.2M |
| First American Trust, FSB | 0.62% | Add +5.4% | 61,514 | $6.2M |
| Hillcrest Wealth Advisors - NY, LLC | 3.11% | Add +13.8% | 61,480 | $6.2M |
| McAdam, LLC | 0.35% | Reduce -3.6% | 61,447 | $6.2M |
| Facet Wealth, Inc. | 0.18% | Reduce -85.7% | 63,442 | $6.2M |
| Financial Freedom, LLC | 3.27% | Add +0.4% | 61,049 | $6.2M |
| Johnson Financial Group, Inc. | 0.28% | Add +2.0% | 60,794 | $6.2M |
| Arete Wealth Advisors, LLC | 0.52% | Reduce -15.2% | 60,201 | $6.1M |
| AlTi Global, Inc. | 0.15% | Add +4.5% | 59,979 | $6.1M |
| CVA Family Office, LLC | 0.98% | Add +24.5% | 59,854 | $6.1M |
| Durante & Waters, LLC | 5.07% | Add +3.3% | 59,660 | $6.0M |
| WealthTrust Asset Management, LLC | 4.47% | Reduce -6.9% | 59,269 | $6.0M |
| Farmers & Merchants Investments Inc. | 0.19% | Add +16.3% | 59,070 | $6.0M |
| Merriman Wealth Management, LLC | 0.24% | Reduce -6.2% | 58,982 | $6.0M |
| Gladstone Institutional Advisory LLC | 0.29% | Add +12.1% | 58,350 | $5.9M |
| Arrowroot Family Office, LLC | 3.42% | Add +31.5% | 57,913 | $5.9M |
| Valeo Financial Advisors, LLC | 0.17% | Reduce -1.3% | 57,611 | $5.8M |
| Coastline Trust Co | 0.68% | Add +42.0% | 56,851 | $5.8M |
| Apollon Wealth Management, LLC | 0.16% | Reduce -1.7% | 56,493 | $5.7M |
| Elevation Capital Advisory, LLC | 2.52% | New | 56,259 | $5.7M |
| Ballentine Partners, LLC | 0.10% | Reduce -0.0% | 56,142 | $5.7M |
| Shelter Mutual Insurance Co | 1.35% | No change | 57,660 | $5.7M |
| First National Bank of Omaha | 0.36% | Reduce -4.0% | 55,816 | $5.7M |
| Pinnacle Financial Group, LLC / IL | 2.20% | Add +40.3% | 55,352 | $5.6M |
| Algorithmic Investment Models, LLC | 4.08% | Add +31.4% | 54,824 | $5.6M |
| Family Firm, Inc. | 1.20% | Reduce -2.8% | 54,254 | $5.5M |
| Little House Capital LLC | 1.56% | New | 53,680 | $5.4M |
| Long Run Wealth Advisors, LLC | 1.28% | Add +163.1% | 53,633 | $5.4M |
| DMC Group, LLC | 4.39% | Reduce -2.4% | 53,619 | $5.4M |
| Ancora Advisors LLC | 0.12% | Add +3.8% | 53,322 | $5.4M |
| Kingswood Wealth Advisors, LLC | 0.38% | Add +68.2% | 53,281 | $5.4M |
| Stock Yards Bank & Trust Co. | 0.17% | Reduce -0.9% | 53,275 | $5.4M |
| Ironwood Financial, llc | 1.13% | Reduce -0.2% | 53,188 | $5.4M |
| Forum Private Client Group LLC | 2.38% | Reduce -4.4% | 52,859 | $5.4M |
| Manufacturers Life Insurance Company, The | 0.00% | No change | 52,757 | $5.3M |
| American State Bank (Iowa) | 3.24% | Add +5.8% | 52,645 | $5.3M |
| Cary Street Partners Investment Advisory LLC | 0.20% | Reduce -1.7% | 52,554 | $5.3M |
| Capital Advisors Wealth Management, LLC | 0.98% | Add +0.3% | 52,504 | $5.3M |
| Leuthold Group, LLC | 0.59% | Add +34.6% | 52,144 | $5.3M |
| Colonial Trust Co / SC | 0.81% | Add +36.0% | 52,075 | $5.3M |
| CreativeOne Wealth, LLC | 0.18% | Reduce -35.6% | 51,973 | $5.3M |
| Regal Investment Advisors LLC | 0.37% | Add +15.7% | 51,934 | $5.3M |
| Stonegate Investment Group, LLC | 0.14% | Reduce -1.3% | 51,900 | $5.3M |
| Chris Bulman Inc | 3.54% | Add +8.9% | 51,411 | $5.2M |
| Accurate Wealth Management, LLC | 1.04% | Add +17.6% | 51,906 | $5.2M |
| Glassy Mountain Advisors, Inc. | 1.81% | Add +21.2% | 50,918 | $5.2M |
| 1ST Source Bank | 0.29% | Add +2.9% | 50,417 | $5.1M |
| Pacific Capital Wealth Advisors, Inc. | 0.86% | Reduce -3.7% | 50,269 | $5.1M |
| KFG Wealth Management, LLC | 1.11% | Reduce -3.9% | 50,212 | $5.1M |
| Lake Street Private Wealth, LLC | 0.82% | Add +7.9% | 50,001 | $5.1M |
| Quattro Financial Advisors LLC | 1.43% | Reduce -1.0% | 50,863 | $5.0M |
| Simplicity Wealth,LLC | 0.47% | Add +478.9% | 49,845 | $5.0M |
| RiverGlades Family Offices LLC | 3.60% | Add +6.7% | 49,719 | $5.0M |
| James Investment Research, Inc. | 0.58% | Add +0.3% | 49,669 | $5.0M |
| BOK Financial Private Wealth, Inc. | 0.36% | Reduce -17.2% | 49,646 | $5.0M |
| Wayfinding Financial, LLC | 3.71% | Add +3.5% | 49,204 | $5.0M |
| Good Life Advisors, LLC | 0.31% | Add +80.4% | 49,180 | $5.0M |
| Pathstone Holdings, LLC | 0.02% | Add +1.7% | 48,902 | $5.0M |
| Cerity Partners OCIO LLC | 0.40% | Reduce -49.0% | 48,675 | $4.9M |
| Spectrum Investment Advisors, Inc. | 3.38% | Add +4.0% | 48,637 | $4.9M |
| Tobias Financial Advisors, Inc. | 0.98% | Add +0.5% | 48,455 | $4.9M |
| HB Wealth Management, LLC | 0.05% | Add +14.9% | 48,387 | $4.9M |
| Grant/GrossMendelsohn, LLC | 2.11% | Reduce -13.7% | 48,311 | $4.9M |
| Jordan Park Group LLC | 0.33% | Add +3.5% | 47,908 | $4.9M |
| RFG Advisory, LLC | 0.15% | Reduce -9.2% | 47,747 | $4.8M |
| Waycross Investment Management Co | 4.44% | New | 47,573 | $4.8M |
| Midwest Professional Planners, LTD. | 1.46% | Add +2.2% | 47,306 | $4.8M |
| Jackson, Grant Investment Advisers, Inc. | 1.78% | Add +5.5% | 47,032 | $4.8M |
| New Century Financial Group, LLC | 1.74% | Reduce -38.7% | 46,789 | $4.7M |
| Brass Tax Wealth Management, Inc. | 1.01% | New | 46,609 | $4.7M |
| Northwest Capital Management Inc | 1.68% | No change | 46,061 | $4.7M |
| Ashton Thomas Private Wealth, LLC | 0.25% | Add +5.7% | 45,951 | $4.7M |
| Northeast Financial Group, Inc. | 1.79% | Reduce -17.1% | 45,949 | $4.7M |
| Tradition Wealth Management, LLC | 0.41% | Reduce -0.9% | 45,826 | $4.6M |
| Pinnacle Wealth Planning Services, Inc. | 0.63% | No change | 45,590 | $4.6M |
| Tritonpoint Wealth, LLC | 0.42% | Reduce -8.0% | 45,330 | $4.6M |
| Boomfish Wealth Group, LLC | 2.79% | Add +354.3% | 44,985 | $4.6M |
| Donaldson Capital Management, LLC | 0.17% | Add +51.6% | 44,892 | $4.5M |
| PFG Investments, LLC | 0.29% | Add +8.0% | 44,777 | $4.5M |
| Private Trust Co. NA | 0.46% | Add +11.7% | 44,771 | $4.5M |
| Oxinas Partners, LLC | 2.77% | Add +721.4% | 44,585 | $4.5M |
| Sharper & Granite LLC | 1.99% | Add +3.3% | 44,050 | $4.5M |
| First Financial Bank - Trust Division | 0.41% | Add +40.3% | 43,979 | $4.5M |
| Optas, LLC | 1.02% | Add +0.4% | 43,878 | $4.4M |
| KG Capital Management | 1.43% | Add +2.1% | 43,818 | $4.4M |
| Parallax Volatility Advisers, L.P. | 0.13% | No change | 43,651 | $4.4M |
| Barclays PLC | 0.00% | Add +53507.4% | 43,422 | $4.4M |
| Oarsman Capital, Inc. | 0.81% | Add +1.0% | 43,415 | $4.4M |
| E&G Advisors, LLC | 1.22% | Reduce -0.1% | 43,375 | $4.4M |
| RKL Wealth Management LLC | 0.40% | Add +7.2% | 43,144 | $4.4M |
| Nomura Asset Management Co. Ltd. | 0.01% | No change | 43,070 | $4.4M |
| Modus Advisors, LLC | 1.43% | Add +6.7% | 42,927 | $4.3M |
| Simmons Bank | 0.31% | Add +2.5% | 42,622 | $4.3M |
| Smartleaf Asset Management LLC | 0.52% | Reduce -19.1% | 42,416 | $4.3M |
| Prudential PLC | 0.02% | Reduce -7.5% | 42,297 | $4.3M |
| Grove Bank & Trust | 0.63% | Add +5.9% | 42,160 | $4.3M |
| Newport Capital Group, LLC | 3.14% | Add +3.9% | 42,097 | $4.3M |
| Ascentis Independent Advisors | 0.66% | Add +59.3% | 42,041 | $4.3M |
| Security Financial Services, INC. | 0.86% | Reduce -5.0% | 41,738 | $4.2M |
| Ullmann Wealth Partners Group, LLC | 0.55% | Reduce -2.1% | 41,659 | $4.2M |
| Ti-Trust, Inc. | 2.98% | Add +5.0% | 41,122 | $4.2M |
| Quadrant Capital Group LLC | 0.29% | Reduce -9.2% | 41,120 | $4.2M |
| Family Investment Center, Inc. | 1.04% | Add +0.5% | 41,032 | $4.2M |
| Red Cedar Investment Management, LLC | 0.52% | No change | 40,848 | $4.1M |
| Raffa Wealth Management, LLC | 1.00% | Add +0.9% | 40,736 | $4.1M |
| XML Financial, LLC | 0.37% | Add +7.8% | 39,638 | $4.0M |
| Royal Harbor Partners, LLC | 1.56% | Add +4.8% | 39,591 | $4.0M |
| Sound View Wealth Advisors Group, LLC | 0.33% | Add +24.0% | 39,575 | $4.0M |
| D L Carlson Investment Group Inc. | 0.72% | Add +19.3% | 39,510 | $4.0M |
| TPG Advisors LLC | 3.13% | Add +15.6% | 39,489 | $4.0M |
| Canvas Wealth Advisors, LLC | 1.09% | Add +13.7% | 39,157 | $4.0M |
| Bluestem Financial Advisors, LLC | 1.85% | Add +8.7% | 39,099 | $4.0M |
| Legacy Wealth Management, LLC | 0.25% | Reduce -4.6% | 38,513 | $3.9M |
| Trustees of the Smith College | 21.24% | Add +0.9% | 38,355 | $3.9M |
| Alamar Capital Management, LLC | 2.14% | Add +10.2% | 38,261 | $3.9M |
| Arbor Trust Wealth Advisors, LLC | 2.03% | No change | 39,869 | $3.9M |
| Counterweight Ventures, LLC | 2.71% | Add +25.2% | 37,883 | $3.8M |
| Madrona Financial Services, LLC | 1.07% | Add +3.2% | 37,852 | $3.8M |
| Graypoint LLC | 0.25% | Add +7.5% | 37,745 | $3.8M |
| Naples Global Advisors, LLC | 0.35% | Add +82.7% | 37,458 | $3.8M |
| Arista Wealth Management, LLC | 0.91% | No change | 37,355 | $3.8M |
| Waycross Partners, LLC | 0.52% | No change | 37,110 | $3.8M |
| Connecticut Wealth Management, LLC | 0.18% | Reduce -16.4% | 36,958 | $3.7M |
| Family Wealth Partners, LLC | 1.89% | Reduce -10.0% | 36,420 | $3.7M |
| Glenview Trust Co | 0.07% | Add +8.1% | 36,372 | $3.7M |
| FourThought Financial Partners, LLC | 0.44% | Add +17.4% | 36,345 | $3.7M |
| Aspect Partners, LLC | 2.06% | Reduce -10.5% | 36,255 | $3.7M |
| J.Safra Asset Management Corp | 0.35% | Add +7.0% | 36,063 | $3.7M |
| Exchange Bank | 2.99% | Reduce -45.0% | 36,109 | $3.7M |
| Mechanics Bank Trust Department | 0.48% | Reduce -0.9% | 35,931 | $3.6M |
| Cornerstone Advisors Asset Management, LLC | 0.80% | No change | 35,607 | $3.6M |
| Compass Ion Advisors, LLC | 0.44% | Add +3.0% | 35,398 | $3.6M |
| Cannon Wealth Management Services, LLC | 3.25% | — | 35,048 | $3.5M |
| MPS Loria Financial Planners, LLC | 1.06% | Add +2.1% | 35,026 | $3.5M |
| Financial Strategies Group, Inc. | 0.83% | Add +64.0% | 35,616 | $3.5M |
| Stonekeep Investments, LLC | 2.73% | Add +2.0% | 34,903 | $3.5M |
| Synergy Asset Management, LLC | 0.54% | Reduce -60.8% | 34,785 | $3.5M |
| AtlasMark Financial, Inc | 3.26% | — | 34,613 | $3.5M |
| Savvy Advisors, Inc. | 0.71% | Reduce -11.4% | 34,443 | $3.5M |
| Joseph P. Lucia & Associates, LLC | 1.59% | Add +76.7% | 34,189 | $3.5M |
| Leavell Investment Management, Inc. | 0.17% | Add +9.6% | 34,113 | $3.5M |
| AMG National Trust Bank | 0.09% | Reduce -25.5% | 33,955 | $3.4M |
| Camarda Financial Advisors, LLC | 1.29% | New | 33,953 | $3.4M |
| Elevation Wealth Partners, LLC | 1.47% | Add +0.5% | 33,844 | $3.4M |
| Iowa State Bank | 0.70% | Add +0.9% | 33,659 | $3.4M |
| Adirondack Trust Co. | 1.31% | Reduce -4.1% | 33,616 | $3.4M |
| SCS Capital Management LLC | 0.07% | Reduce -3.3% | 33,606 | $3.4M |
| Financial Counselors Inc. | 0.05% | Reduce -1.6% | 33,330 | $3.4M |
| NYL Investors LLC | 0.21% | Reduce -0.9% | 33,300 | $3.4M |
| MN Wealth Advisors, LLC | 1.91% | Add +492.9% | 33,062 | $3.3M |
| Gryphon Financial Partners LLC | 0.46% | Add +7.2% | 32,961 | $3.3M |
| Patten Group, Inc. | 0.74% | Reduce -2.0% | 32,774 | $3.3M |
| Savant Capital, LLC | 0.03% | Add +7.2% | 32,385 | $3.3M |
| Chicago Capital, LLC | 0.09% | Add +0.7% | 32,286 | $3.3M |
| Sterling Investment Advisors LLC | 1.83% | Add +7.3% | 32,178 | $3.3M |
| Merkkuri Wealth Advisors LLC | 2.57% | Add +16.9% | 32,131 | $3.3M |
| Compass Financial Group, Inc. | 1.50% | Add +0.1% | 31,936 | $3.2M |
| Ballew Advisors, Inc | 2.17% | Add +4.8% | 32,457 | $3.2M |
| Waldron Private Wealth LLC | 0.13% | Add +7.5% | 31,890 | $3.2M |
| Alhambra Investment Management LLC | 1.66% | Reduce -3.5% | 31,644 | $3.2M |
| Smith, Moore & Co. | 0.31% | Add +9.2% | 31,628 | $3.2M |
| Snowden Capital Advisors LLC | 0.10% | Add +6.4% | 31,578 | $3.2M |
| IFP Advisors, Inc | 0.11% | Add +120.2% | 31,070 | $3.1M |
| Aletheian Wealth Advisors LLC | 1.84% | Add +3.2% | 31,064 | $3.1M |
| Columbus Macro, LLC | 1.14% | Add +3.2% | 31,462 | $3.1M |
| Ironwood Investment Counsel, LLC | 0.52% | Reduce -18.9% | 31,028 | $3.1M |
| Smith Thornton Advisors LLC | 2.05% | Add +5.9% | 30,776 | $3.1M |
| CGN Advisors LLC | 0.31% | Add +9.8% | 30,735 | $3.1M |
| Rakuten Investment Management, Inc. | 0.02% | Add +150.2% | 30,485 | $3.1M |
| Continental Investors Services, Inc. | 6.35% | Add +2.7% | 30,530 | $3.1M |
| Objective Capital Management, LLC | 1.81% | — | 30,351 | $3.1M |
| Moody National Bank Trust Division | 0.33% | No change | 30,340 | $3.1M |
| DAVENPORT & Co LLC | 0.02% | Add +8.2% | 30,150 | $3.1M |
| Belpointe Asset Management LLC | 0.18% | Add +192.7% | 29,970 | $3.0M |
| Investment House LLC | 0.16% | New | 29,965 | $3.0M |
| Hoxton Planning & Management, LLC | 1.16% | Add +15.2% | 29,672 | $3.0M |
| Beacon Bridge Wealth Partners, LLC | 1.29% | Reduce -20.3% | 29,656 | $3.0M |
| Litman Gregory Wealth Management LLC | 0.25% | Reduce -30.9% | 29,644 | $3.0M |
| First Trust Advisors LP | 0.00% | Add +1.3% | 29,595 | $3.0M |
| Randall & Associates Wealth Management | 2.43% | Reduce -24.8% | 29,319 | $3.0M |
| Kovack Advisors, Inc. | 0.31% | Add +5.1% | 29,282 | $3.0M |
| HBK Sorce Advisory LLC | 0.09% | Add +30.0% | 29,282 | $3.0M |
| Diversify Advisory Services, LLC | 0.16% | Add +237.7% | 29,949 | $3.0M |
| United Asset Strategies, Inc. | 0.27% | Reduce -10.7% | 29,100 | $2.9M |
| Salem Investment Counselors Inc. | 0.09% | Add +14.5% | 29,091 | $2.9M |
| Saxon Interests, Inc. | 1.31% | Reduce -2.8% | 28,465 | $2.9M |
| Asset Management Group, Inc. | 0.41% | Reduce -0.3% | 28,436 | $2.9M |
| Intergy Private Wealth, LLC | 1.10% | Add +38.2% | 28,424 | $2.9M |
| American National Bank & Trust | 0.34% | Add +8.8% | 28,422 | $2.9M |
| Townsquare Capital LLC | 0.03% | Add +47.6% | 28,334 | $2.9M |
| One Capital Management, LLC | 0.09% | Add +0.5% | 28,140 | $2.8M |
| Fermata Advisors, LLC | 0.58% | Add +142.7% | 28,060 | $2.8M |
| Capital Advisory Group Advisory Services, LLC | 1.13% | Add +16.9% | 28,058 | $2.8M |
| Gotham Asset Management | 0.03% | Add +36.8% | 27,946 | $2.8M |
| First Interstate Bank | 0.17% | Reduce -12.2% | 27,921 | $2.8M |
| Cherry Tree Wealth Management, LLC | 0.66% | Add +0.1% | 27,597 | $2.8M |
| Wealth Management Associates, Inc. | 1.23% | Add +3.3% | 27,568 | $2.8M |
| Main Management LLC | 0.23% | Add +2.1% | 27,545 | $2.8M |
| Accel Wealth Management | 1.03% | Add +11.5% | 27,215 | $2.8M |
| Advisor OS, LLC | 0.27% | Add +17.4% | 27,198 | $2.8M |
| Patriot Financial Group Insurance Agency, LLC | 0.37% | Add +6.8% | 27,194 | $2.8M |
| Cahill Wealth Management, LLC | 1.41% | Reduce -10.8% | 26,974 | $2.7M |
| Flagship Private Wealth, LLC | 1.39% | Reduce -4.6% | 26,701 | $2.7M |
| Soltis Investment Advisors LLC | 0.26% | Reduce -13.7% | 26,465 | $2.7M |
| New Wave Wealth Advisors LLC | 1.23% | Reduce -14.0% | 26,409 | $2.7M |
| Heritage Oak Wealth Advisors LLC | 1.23% | New | 26,409 | $2.7M |
| Hollencrest Capital Management | 0.11% | Reduce -0.6% | 26,382 | $2.7M |
| Aua Capital Management, LLC | 1.54% | Add +57.1% | 26,347 | $2.7M |
| Mosaic Advisors LLC | 2.03% | Add +0.9% | 26,218 | $2.7M |
| EPIQ Capital Group, LLC | 0.76% | Add +8.3% | 26,090 | $2.6M |
| Northstar Advisory Group, LLC | 1.37% | Add +31.9% | 25,993 | $2.6M |
| TFB Advisors LLC | 0.78% | Add +17.0% | 25,839 | $2.6M |
| Riverview Trust Co | 2.30% | No change | 25,819 | $2.6M |
| WealthShield Partners, LLC | 0.35% | Add +1.9% | 25,722 | $2.6M |
| McLean Asset Management Corp | 0.78% | Add +2.4% | 25,987 | $2.6M |
| Steel Grove Capital Advisors, LLC | 0.36% | Reduce -0.4% | 25,236 | $2.6M |
| Alesco Advisors, LLC, An ESL Co | 0.08% | Reduce -15.2% | 25,193 | $2.6M |
| Financial Sense Advisors, Inc. | 0.70% | Add +10.6% | 25,112 | $2.5M |
| Avior Wealth Management, LLC | 0.10% | Add +17.2% | 25,072 | $2.5M |
| Pettyjohn, Wood & White, Inc. | 0.46% | Reduce -0.1% | 24,812 | $2.5M |
| Delos Wealth Advisors, LLC | 2.19% | Add +13.2% | 24,720 | $2.5M |
| Advocacy Wealth Management, LLC | 0.20% | Add +292.2% | 24,680 | $2.5M |
| Roberts Financial Services LLC | 0.46% | Add +0.1% | 24,397 | $2.5M |
| United Advisor Group, LLC | 0.56% | Add +15.1% | 24,340 | $2.5M |
| Becker Capital Management Inc. | 0.08% | Add +44.3% | 24,275 | $2.5M |
| All Season Financial Advisors, Inc. | 2.09% | Reduce -22.9% | 24,255 | $2.5M |
| Lindbrook Capital, LLC | 0.22% | Add +30.3% | 24,181 | $2.4M |
| Bigelow Investment Advisors, LLC | 1.09% | Add +8.5% | 24,172 | $2.4M |
| Retirement Systems of Alabama | 0.01% | Add +1.4% | 24,158 | $2.4M |
| Occidental Asset Management, LLC | 0.39% | Reduce -2.3% | 23,952 | $2.4M |
| Wealthcare Capital Management LLC | 0.24% | Add +8.1% | 23,852 | $2.4M |
| International Assets Investment Management, LLC | 0.20% | Add +19.7% | 23,833 | $2.4M |
| Fairway Wealth LLC | 1.22% | Add +14.5% | 23,716 | $2.4M |
| Empowered Funds, LLC | 0.04% | Add +30.7% | 23,745 | $2.4M |
| Columbia Bank | 0.87% | Add +754.4% | 23,557 | $2.4M |
| Client First Investment Management LLC | 1.82% | New | 23,529 | $2.4M |
| Moss Adams Wealth Advisors LLC | 0.26% | Add +1.1% | 23,523 | $2.4M |
| Raymond James Trust Co. of NH | 19.61% | Add +6.0% | 23,517 | $2.4M |
| Measured Wealth Private Client Group, LLC | 0.80% | Add +0.2% | 23,502 | $2.4M |
| Daymark Wealth Partners, LLC | 0.10% | Add +2.7% | 23,492 | $2.4M |
| Cooksen Wealth, LLC | 2.22% | Add +3.4% | 23,476 | $2.4M |
| LCNB Corp. | 0.84% | Reduce -2.2% | 23,419 | $2.4M |
| Zhang Financial LLC | 0.15% | Add +24.6% | 23,337 | $2.4M |
| Sheets Smith Wealth Management | 0.29% | Add +7.9% | 23,274 | $2.4M |
| Whittier Trust Co. of Nevada Inc. | 0.06% | Add +14.4% | 23,182 | $2.3M |
| FineMark National Bank & Trust | 0.08% | Add +57.6% | 23,109 | $2.3M |
| Cyndeo Wealth Partners, LLC | 0.16% | Reduce -93.1% | 23,088 | $2.3M |
| C2C Wealth Management, LLC | 2.17% | Reduce -0.6% | 23,714 | $2.3M |
| Source Financial Advisors LLC | 0.69% | Reduce -0.2% | 23,027 | $2.3M |
| Davidson Trust Co. | 1.19% | Add +9.5% | 22,953 | $2.3M |
| Sandy Spring Bank | 0.10% | Add +3.0% | 22,906 | $2.3M |
| Christensen, King & Associates Investment Services, Inc. | 1.09% | Reduce -5.7% | 22,814 | $2.3M |
| NTV Asset Management LLC | 0.30% | Add +4.0% | 22,504 | $2.3M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -29.2% | 22,353 | $2.3M |
| Evermay Wealth Management LLC | 0.36% | Reduce -58.7% | 22,332 | $2.3M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.02% | Reduce -88.0% | 22,104 | $2.2M |
| Asset Allocation Strategies LLC | 0.63% | New | 22,013 | $2.2M |
| Rather & Kittrell, Inc. | 0.54% | Add +5.0% | 21,955 | $2.2M |
| Napatree Capital LLC | 1.55% | Add +11.6% | 21,936 | $2.2M |
| Schechter Investment Advisors, LLC | 0.16% | Add +88.6% | 21,892 | $2.2M |
| Edgestream Partners, L.P. | 0.10% | Reduce -42.7% | 21,855 | $2.2M |
| McNaughton Wealth Management, LLC | 1.08% | Add +54.9% | 21,834 | $2.2M |
| Western Wealth Management, LLC | 0.13% | Add +43.8% | 21,642 | $2.2M |
| Denali Advisors LLC | 0.24% | New | 21,606 | $2.2M |
| Ameritas Advisory Services, LLC | 0.09% | Add +20.1% | 21,527 | $2.2M |
| Canal Capital Management, LLC | 0.35% | Reduce -2.8% | 21,463 | $2.2M |
| Thompson Siegel & Walmsley LLC | 0.03% | Add +1.3% | 21,254 | $2.2M |
| West Michigan Advisors, LLC | 0.65% | Add +2.6% | 21,119 | $2.1M |
| Chandler Asset Management, Inc. | 0.40% | No change | 20,904 | $2.1M |
| Summit Asset Management, LLC | 0.24% | Add +15.8% | 20,856 | $2.1M |
| Capital Management Associates, Inc | 0.86% | Add +91.9% | 20,783 | $2.1M |
| Bedell Frazier Investment Counselling, LLC | 0.50% | Reduce -3.0% | 20,763 | $2.1M |
| Thompson Investment Management, Inc. | 0.30% | Add +1.2% | 20,721 | $2.1M |
| Stockman Wealth Management, Inc. | 0.32% | Add +0.6% | 20,587 | $2.1M |
| SlateStone Wealth, LLC | 0.19% | Reduce -6.5% | 20,545 | $2.1M |
| Eight 31 Financial, LLC | 1.60% | Add +36.7% | 20,398 | $2.1M |
| Bessemer Group Inc. | 0.00% | Add +32.6% | 20,290 | $2.1M |
| Tudor Investment Corporation | 0.02% | New | 20,159 | $2.0M |
| Olde Wealth Management, LLC | 0.73% | Reduce -2.8% | 20,161 | $2.0M |
| Cascade Financial Partners, LLC | 0.26% | Reduce -14.0% | 20,644 | $2.0M |
| Total Investment Management Inc. | 0.23% | Reduce -2.6% | 19,953 | $2.0M |
| WCG Wealth Advisors LLC | 0.14% | New | 19,812 | $2.0M |
| Hayek Kallen Investment Management | 0.71% | Reduce -1.1% | 19,756 | $2.0M |
| Auour Investments LLC | 0.71% | Add +1.9% | 20,298 | $2.0M |
| Ascent Wealth Partners, LLC | 0.28% | Reduce -4.9% | 19,695 | $2.0M |
| Grey Ledge Advisors, LLC | 0.51% | Add +6.7% | 19,622 | $2.0M |
| Frontier Asset Management, LLC | 0.66% | Reduce -2.1% | 19,571 | $2.0M |
| Net Worth Advisory Group | 0.58% | — | 19,389 | $2.0M |
| Atwater Malick LLC | 0.63% | Add +1.1% | 19,303 | $2.0M |
| Stevens Capital Partners | 0.93% | Add +2.7% | 19,258 | $2.0M |
| Smith Anglin Financial, LLC | 0.19% | Reduce -32.8% | 19,244 | $1.9M |
| Pinnacle Associates Ltd. | 0.03% | Add +2.3% | 19,578 | $1.9M |
| Realta Investment Advisors | 0.89% | Add +8.7% | 19,488 | $1.9M |
| SC&H Financial Advisors, Inc. | 0.42% | Add +0.5% | 19,129 | $1.9M |
| Meridian Wealth Management, LLC | 0.10% | New | 19,098 | $1.9M |
| United Community Bank | 0.75% | Add +4.7% | 19,032 | $1.9M |
| Orrstown Financial Services Inc. | 0.57% | New | 19,025 | $1.9M |
| Trilogy Capital Inc. | 0.10% | Add +3.1% | 19,010 | $1.9M |
| Cobblestone Capital Advisors LLC | 0.11% | Reduce -34.5% | 18,953 | $1.9M |
| StoneX Group Inc. | 0.14% | Add +12.7% | 18,949 | $1.9M |
| IFG Advisory, LLC | 0.12% | Reduce -7.2% | 18,930 | $1.9M |
| American Investment Services, Inc. | 0.32% | Add +12.8% | 18,893 | $1.9M |
| Koshinski Asset Management, Inc. | 0.17% | Reduce -10.4% | 18,889 | $1.9M |
| Halter Ferguson Financial Inc. | 1.08% | Add +0.6% | 18,869 | $1.9M |
| Dohj, LLC | 0.45% | Add +145.9% | 18,888 | $1.9M |
| CX Institutional | 0.08% | Reduce -1.0% | 18,697 | $1.9M |
| Evergreen Capital Management LLC | 0.06% | Add +12.9% | 18,645 | $1.9M |
| MassMutual Private Wealth & Trust, FSB | 0.05% | Reduce -11.3% | 18,616 | $1.9M |
| Private Client Services, LLC | 1.01% | Add +19.4% | 18,601 | $1.9M |
| Culbertson A N & Co. Inc. | 0.30% | Reduce -0.5% | 18,580 | $1.9M |
| Bellwether Advisors, LLC | 0.35% | Reduce -0.0% | 18,246 | $1.8M |
| Larson Financial Group LLC | 0.10% | Add +8.6% | 18,226 | $1.8M |
| Acropolis Investment Management, LLC | 0.11% | Add +1.7% | 18,217 | $1.8M |
| Running Point Capital Advisors, LLC | 0.71% | Add +4.3% | 18,087 | $1.8M |
| Carr Financial Group Corp | 0.55% | Reduce -1.9% | 18,042 | $1.8M |
| Global Trust Asset Management, LLC | 0.68% | Reduce -0.1% | 18,007 | $1.8M |
| FOCUS Wealth Advisors, LLC | 0.91% | Add +0.4% | 17,987 | $1.8M |
| Ignite Planners, LLC | 0.42% | Add +6.5% | 17,900 | $1.8M |
| Neuberger Berman Group LLC | 0.00% | Add +26.9% | 17,896 | $1.8M |
| CAP Partners, LLC | 1.35% | Add +14.7% | 17,891 | $1.8M |
| Evernest Financial Advisors, LLC | 0.48% | Add +23.9% | 17,764 | $1.8M |
| Rockbridge Investment Management, LCC | 0.23% | Reduce -3.6% | 17,722 | $1.8M |
| Dearborn Partners LLC | 0.07% | Add +0.8% | 17,616 | $1.8M |
| Simon Quick Advisors, LLC | 0.11% | Reduce -52.0% | 17,555 | $1.8M |
| Heritage Wealth Management, Inc. | 1.59% | Add +0.7% | 17,410 | $1.8M |
| Retirement Guys Formula LLC | 0.82% | Add +6.1% | 17,371 | $1.8M |
| Intelligence Driven Advisers, LLC | 0.25% | Reduce -2.8% | 17,227 | $1.7M |
| Aviance Capital Partners, LLC | 0.23% | Reduce -10.3% | 17,225 | $1.7M |
| Ballast, Inc. | 0.49% | Add +1.1% | 17,189 | $1.7M |
| Mission Wealth Management, LP | 0.04% | Reduce -20.0% | 17,013 | $1.7M |
| Merit Financial Group, LLC | 0.04% | Reduce -45.3% | 16,930 | $1.7M |
| Clarity Financial LLC | 0.20% | Add +6.8% | 16,868 | $1.7M |
| Narus Financial Partners, LLC | 0.61% | Add +4.5% | 16,854 | $1.7M |
| Discipline Wealth Solutions, LLC | 0.90% | Add +197.5% | 16,853 | $1.7M |
| Aries Wealth Management | 0.47% | Add +277.7% | 16,802 | $1.7M |
| Lifeworks Advisors, LLC | 0.33% | Add +45.0% | 16,735 | $1.7M |
| TruNorth Capital Management, LLC | 0.50% | Add +0.4% | 16,701 | $1.7M |
| Cadence Bank | 0.12% | New | 16,693 | $1.7M |
| JMG Financial Group, Ltd. | 0.06% | Reduce -1.2% | 16,670 | $1.7M |
| Balyasny Asset Management L.P. | 0.00% | Reduce -67.6% | 16,667 | $1.7M |
| Lanark Financial, Inc. | 0.14% | Add +10.4% | 16,638 | $1.7M |
| BKM Wealth Management, LLC | 0.68% | Reduce -0.6% | 16,468 | $1.7M |
| Rothschild Wealth LLC | 0.50% | Reduce -65.8% | 26,655 | $1.7M |
| Old National Bancorp | 0.04% | Add +0.9% | 16,294 | $1.7M |
| Strategic Financial Concepts, LLC | 0.52% | Reduce -99.1% | 16,267 | $1.6M |
| Capital Investment Advisors, LLC | 0.03% | Add +5.4% | 16,252 | $1.6M |
| Pitcairn Co. | 0.10% | No change | 15,957 | $1.6M |
| Schiavi & Co LLC | 0.59% | Add +3.2% | 15,921 | $1.6M |
| Dow Chemical Co. | 0.49% | No change | 15,912 | $1.6M |
| Weil Company, Inc. | 0.53% | No change | 15,885 | $1.6M |
| Cypress Capital Group | 0.18% | Add +1.9% | 15,883 | $1.6M |
| GFG Capital, LLC | 0.65% | Add +233.8% | 15,681 | $1.6M |
| Coppell Advisory Solutions LLC | 0.24% | Reduce -13.5% | 15,795 | $1.6M |
| TSA Wealth Managment LLC | 0.65% | Add +4.7% | 15,821 | $1.6M |
| Sage Financial Group Inc. | 0.13% | Add +8.0% | 15,778 | $1.6M |
| F/m Investments LLC | 0.05% | Add +15.0% | 15,570 | $1.6M |
| Transamerica Financial Advisors, LLC | 0.15% | Reduce -8.6% | 15,498 | $1.6M |
| WestHill Financial Advisors, Inc. | 0.35% | Add +4.6% | 15,478 | $1.6M |
| Nations Financial Group Inc, /Ia/ | 0.11% | Add +5.9% | 15,451 | $1.6M |
| Avion Wealth | 0.41% | Reduce -9.1% | 15,398 | $1.6M |
| First National Corp. /Ma/ | 0.35% | Add +49.4% | 15,369 | $1.6M |
| First National Bank of Mount Dora, Trust Investment Services | 0.35% | New | 15,348 | $1.6M |
| Trek Financial, LLC | 0.12% | Reduce -4.9% | 15,299 | $1.5M |
| Sound Income Strategies, LLC | 0.10% | Reduce -3.1% | 15,183 | $1.5M |
| Maia Wealth LLC | 0.38% | Add +82.5% | 15,512 | $1.5M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.23% | Add +15.3% | 15,093 | $1.5M |
| LYNX Capital Group Ltd. | 0.99% | Add +4.2% | 15,089 | $1.5M |
| Fortis Capital Advisors, LLC | 0.51% | Add +216.2% | 14,958 | $1.5M |
| REDW Wealth LLC | 0.39% | No change | 14,944 | $1.5M |
| Independent Financial Group, LLC | 0.06% | Add +9.0% | 14,853 | $1.5M |
| Pinnacle Bancorp, Inc. | 0.40% | Reduce -1.1% | 14,818 | $1.5M |
| Howland Capital Management LLC | 0.06% | New | 14,741 | $1.5M |
| RBA Wealth Management, LLC | 0.57% | Add +5.1% | 14,723 | $1.5M |
| Tennessee Valley Asset Management Partners | 0.24% | Add +3.9% | 14,748 | $1.5M |
| New England Private Wealth Advisors LLC | 0.24% | Add +0.8% | 14,587 | $1.5M |
| Beam Wealth Advisors, Inc. | 0.45% | Add +17.5% | 14,565 | $1.5M |
| Range Financial Group LLC | 2.03% | Add +7.3% | 14,548 | $1.5M |
| Agilis Partners LLC | 0.41% | Reduce -4.0% | 14,473 | $1.5M |
| LongView Wealth Management | 0.47% | Reduce -9.0% | 14,447 | $1.5M |
| WBH Advisory Inc. | 0.14% | Reduce -3.0% | 14,436 | $1.5M |
| AlphaStar Capital Management, LLC | 0.12% | Add +3.1% | 14,407 | $1.5M |
| Vawter Financial, Ltd. | 0.89% | Add +30.7% | 14,378 | $1.5M |
| Procyon Advisors, LLC | 0.10% | Add +1.6% | 14,237 | $1.4M |
| Bear Mountain Capital, Inc. | 0.57% | Reduce -1.7% | 14,444 | $1.4M |
| Lazari Capital Management, Inc. | 0.62% | Add +9.9% | 14,219 | $1.4M |
| GYL Financial Synergies, LLC | 0.11% | New | 14,201 | $1.4M |
| Princeton Global Asset Management LLC | 0.28% | Add +189.2% | 14,046 | $1.4M |
| Rede Wealth, LLC | 0.54% | Reduce -0.4% | 13,967 | $1.4M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -0.0% | 13,925 | $1.4M |
| Curi Capital, LLC | 0.03% | Reduce -3.2% | 13,902 | $1.4M |
| Mma Asset Management LLC | 0.37% | Add +109.0% | 14,364 | $1.4M |
| Tyler-Stone Wealth Management | 0.26% | Add +99.7% | 13,652 | $1.4M |
| Red Tortoise LLC | 0.70% | Add +0.9% | 13,647 | $1.4M |
| Paloma Partners Management Co | 0.10% | New | 13,600 | $1.4M |
| Anchor Capital Advisors LLC | 0.04% | Reduce -0.1% | 13,549 | $1.4M |
| Wealth Dimensions Group, Ltd. | 0.35% | Reduce -6.2% | 13,522 | $1.4M |
| Evergreen Advisors, LLC | 0.38% | Reduce -9.2% | 13,507 | $1.4M |
| Empirical Asset Management, LLC | 0.48% | Add +45.2% | 13,410 | $1.4M |
| Stewardship Advisors, LLC | 0.38% | Add +5.6% | 13,341 | $1.4M |
| Bakala Capital LLC | 8.98% | Add +2.8% | 13,325 | $1.3M |
| High Note Wealth, LLC | 0.38% | Add +426.2% | 13,214 | $1.3M |
| Bourgeon Capital Management LLC | 0.26% | Add +17.3% | 13,167 | $1.3M |
| Atlanta Consulting Group Advisors, LLC | 0.33% | Add +63.0% | 13,145 | $1.3M |
| Peapack Gladstone Financial Corp. | 0.02% | Reduce -16.8% | 13,144 | $1.3M |
| BBR Partners, LLC | 0.10% | Add +8.4% | 13,114 | $1.3M |
| Prevail Innovative Wealth Advisors, LLC | 0.40% | Add +10.3% | 13,107 | $1.3M |
| Private Capital Management, LLC | 0.15% | Add +1.1% | 13,103 | $1.3M |
| Garrison Point Advisors, LLC | 0.82% | Add +0.3% | 13,050 | $1.3M |
| Voya Financial Advisors, Inc. | 0.14% | Reduce -0.1% | 13,004 | $1.3M |
| Integrated Investment Consultants, LLC | 0.29% | Add +33.5% | 12,999 | $1.3M |
| King Wealth Management Group | 0.20% | Reduce -5.0% | 12,963 | $1.3M |
| Millennium Management | 0.00% | New | 12,963 | $1.3M |
| Private Wealth Group, LLC | 0.66% | No change | 12,959 | $1.3M |
| Phillips Wealth Planners LLC | 1.26% | Add +3.8% | 13,125 | $1.3M |
| ORG Partners LLC | 0.21% | Add +3.1% | 12,931 | $1.3M |
| Total Wealth Planning, LLC | 0.20% | No change | 12,901 | $1.3M |
| UMB Bank, n.a. | 0.02% | Reduce -17.3% | 12,883 | $1.3M |
| Strategic Blueprint, LLC | 0.08% | Add +6.1% | 12,876 | $1.3M |
| JGP Wealth Management, LLC | 0.17% | Add +20.8% | 12,860 | $1.3M |
| Wolf Group Capital Advisors | 0.62% | Reduce -51.4% | 13,238 | $1.3M |
| Sunbelt Securities, Inc. | 0.13% | Add +120.3% | 12,739 | $1.3M |
| Nvwm, LLC | 0.33% | Add +20.1% | 12,720 | $1.3M |
| SteelPeak Wealth, LLC | 0.06% | Reduce -1.4% | 12,682 | $1.3M |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +0.8% | 12,674 | $1.3M |
| Ariadne Wealth Management, LP | 0.69% | Add +0.0% | 12,980 | $1.3M |
| Signaturefd, LLC | 0.02% | Add +23.8% | 12,569 | $1.3M |
| Heritage Wealth Management, Inc. | 0.42% | Reduce -41.8% | 12,511 | $1.3M |
| NDWM LLC | 1.04% | Add +34.3% | 12,499 | $1.3M |
| Ingalls & Snyder LLC | 0.05% | Add +3.3% | 12,459 | $1.3M |
| Blue Fin Capital, Inc. | 0.24% | Add +0.3% | 12,329 | $1.2M |
| Balboa Wealth Partners | 0.31% | Reduce -9.3% | 12,268 | $1.2M |
| Brasada Capital Management, LP | 0.21% | Reduce -13.4% | 12,164 | $1.2M |
| Horizons Wealth Management | 0.95% | Add +1.9% | 12,123 | $1.2M |
| Tsfg, LLC | 0.27% | Reduce -4.0% | 12,060 | $1.2M |
| Werba Rubin Papier Wealth Management | 0.28% | Reduce -0.7% | 11,992 | $1.2M |
| William Howard & Co Financial Advisors Inc | 1.03% | No change | 11,939 | $1.2M |
| VestGen Investment Management | 0.34% | Add +38.6% | 11,910 | $1.2M |
| Affinity Investment Advisors, LLC | 0.83% | No change | 11,890 | $1.2M |
| Wealth Alliance Advisory Group, LLC | 0.25% | Add +38.5% | 11,813 | $1.2M |
| V2 Financial group LLC | 0.77% | Reduce -0.1% | 11,783 | $1.2M |
| Edgemoor Investment Advisors, Inc. | 0.10% | Add +32.3% | 11,775 | $1.2M |
| Triumph Capital Management | 0.42% | Reduce -1.5% | 11,752 | $1.2M |
| Forza Wealth Management, LLC | 0.54% | No change | 11,729 | $1.2M |
| Westwood Holdings Group Inc. | 0.01% | Reduce -24.4% | 11,563 | $1.2M |
| Choate Investment Advisors | 0.03% | Reduce -74.9% | 11,468 | $1.2M |
| Econ Financial Services Corp | 0.65% | Reduce -90.0% | 11,458 | $1.2M |
| Apollon Financial, LLC | 0.34% | Add +0.7% | 11,420 | $1.2M |
| Ellis Investment Partners, LLC | 0.23% | Add +6.2% | 11,410 | $1.2M |
| Vannoy Advisory Group, Inc. | 0.84% | Add +2.1% | 11,380 | $1.2M |
| TCV Trust & Wealth Management, Inc. | 0.10% | Reduce -21.3% | 11,336 | $1.1M |
| Creative Financial Designs Inc. | 0.10% | Add +24.4% | 11,322 | $1.1M |
| Providence Capital Advisors, LLC | 0.23% | Add +3.6% | 11,308 | $1.1M |
| Fidelis Capital Partners, LLC | 0.14% | New | 11,607 | $1.1M |
| Gries Financial LLC | 0.21% | Add +6.0% | 11,293 | $1.1M |
| Consolidated Portfolio Review Corp | 0.26% | Reduce -6.6% | 11,290 | $1.1M |
| Stephens Consulting, LLC | 0.29% | Add +0.0% | 11,260 | $1.1M |
| Pinebridge Investments, L.P. | 0.01% | Add +1.8% | 11,205 | $1.1M |
| Five Oceans Advisors | 0.54% | Reduce -20.2% | 11,191 | $1.1M |
| Register Financial Advisors LLC | 0.58% | Add +9.1% | 11,162 | $1.1M |
| Nilsine Partners, LLC | 0.15% | Add +2.1% | 11,159 | $1.1M |
| LifePro Asset Management | 0.69% | Reduce -5.7% | 11,143 | $1.1M |
| Centennial Bank | 0.51% | Reduce -30.7% | 11,072 | $1.1M |
| Arkadios Wealth Advisors | 0.06% | Add +14.8% | 11,049 | $1.1M |
| Wedbush Securities Inc. | 0.04% | Reduce -12.3% | 11,035 | $1.1M |
| Madden Advisory Services, Inc. | 0.51% | Add +15.8% | 10,974 | $1.1M |
| Resurgent Financial Advisors LLC | 0.65% | Reduce -3.7% | 10,902 | $1.1M |
| Goldstone Financial Group, LLC | 0.19% | Add +4.3% | 10,894 | $1.1M |
| Vigilare Wealth Management | 0.44% | Add +107.8% | 10,841 | $1.1M |
| Sierra Capital LLC | 0.13% | Reduce -66.5% | 10,825 | $1.1M |
| Fiera Capital Corp | 0.00% | Add +312.4% | 10,780 | $1.1M |
| Veltria Advisors Corp. | 0.43% | Reduce -4.0% | 10,730 | $1.1M |
| BTC Capital Management, Inc. | 0.10% | Reduce -0.7% | 10,685 | $1.1M |
| Shepherd Financial Partners LLC | 0.13% | Reduce -4.9% | 10,653 | $1.1M |
| Badgley Phelps Wealth Managers, LLC | 0.03% | Add +3.3% | 10,605 | $1.1M |
| Brady Family Wealth, LLC | 0.32% | No change | 10,598 | $1.1M |
| Paragon Advisors, LLC | 0.35% | New | 10,552 | $1.1M |
| KFA Private Wealth Group, LLC | 0.51% | Reduce -41.8% | 10,540 | $1.1M |
| Atlas Private Wealth Advisors | 0.15% | Reduce -4.0% | 10,485 | $1.1M |
| Jacobi Capital Management LLC | 0.08% | Reduce -0.8% | 10,469 | $1.1M |
| Clarity Capital Partners LLC | 0.62% | Add +50.5% | 10,342 | $1.0M |
| Mayflower Financial Advisors, LLC | 0.16% | Reduce -6.8% | 10,339 | $1.0M |
| Altfest L J & Co. Inc. | 0.14% | Reduce -20.1% | 10,335 | $1.0M |
| Virtue Capital Management, LLC | 0.21% | New | 10,331 | $1.0M |
| CIBC Asset Management Inc | 0.00% | Reduce -1.2% | 10,238 | $1.0M |
| Per Stirling Capital Management, LLC. | 0.14% | Add +10.3% | 10,236 | $1.0M |
| Roman Butler Fullerton & Co. | 0.31% | New | 10,363 | $1.0M |
| HighMark Wealth Management LLC | 0.56% | Reduce -9.3% | 10,124 | $1.0M |
| Argent Trust Co | 0.04% | Add +2.0% | 10,094 | $1.0M |
| Sepio Capital, LP | 0.08% | Reduce -15.3% | 10,088 | $1.0M |
| Financial Consulate, Inc. | 0.27% | No change | 10,068 | $1.0M |
| Tolleson Wealth Management, Inc. | 0.19% | Reduce -35.2% | 10,026 | $1.0M |
| Bowie Capital Management, LLC | 0.06% | Reduce -39.4% | 10,000 | $1.0M |
| Claro Advisors Inc. | 0.13% | Reduce -0.9% | 9,981 | $1.0M |
| Abundance Wealth Counselors | 0.21% | New | 9,962 | $1.0M |
| Kampmann Melissa S. | 0.71% | Add +1.8% | 9,953 | $1.0M |
| Presidio Capital Management, LLC | 0.64% | Reduce -21.8% | 9,900 | $1.0M |
| Mainsail Financial Group, LLC | 0.59% | Reduce -86.4% | 10,017 | $997K |
| Madison Wealth Partners, Inc | 0.29% | Reduce -7.6% | 9,819 | $994K |
| Farrell Financial LLC | 0.70% | Reduce -2.7% | 10,071 | $992K |
| Physician Wealth Advisors, Inc. | 0.18% | Add +1.9% | 9,912 | $989K |
| Pacific Financial Group Inc. | 0.72% | Reduce -9.0% | 9,735 | $986K |
| HRC Wealth Management, LLC | 0.64% | Reduce -3.4% | 9,724 | $985K |
| Noble Family Wealth, LLC | 0.26% | No change | 9,676 | $980K |
| Welch & Forbes LLC | 0.01% | Add +10.3% | 9,665 | $979K |
| MorganRosel Wealth Management, LLC | 0.32% | Add +4.0% | 9,651 | $977K |
| Tradewinds, LLC. | 0.30% | Reduce -21.1% | 9,623 | $975K |
| Ethos Financial Group, LLC | 0.16% | Add +16.0% | 9,586 | $971K |
| Worth Asset Management, LLC | 0.53% | Add +113.7% | 9,568 | $969K |
| Sage Mountain Advisors LLC | 0.08% | Add +46.0% | 9,553 | $967K |
| Capital Investment Advisory Services, LLC | 0.09% | Reduce -0.1% | 9,483 | $960K |
| Angeles Investment Advisors, LLC | 0.05% | Add +6.7% | 9,445 | $956K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.09% | Add +2.0% | 9,433 | $955K |
| Winthrop Advisory Group LLC | 0.12% | Add +68.2% | 9,430 | $955K |
| Carrera Capital Advisors | 0.23% | Reduce -15.2% | 9,396 | $951K |
| John W. Brooker & Co., CPAs | 0.44% | Reduce -15.4% | 9,366 | $948K |
| Affinity Capital Advisors, LLC | 0.18% | Reduce -18.1% | 9,287 | $941K |
| Advus Financial Partners, LLC | 0.27% | Reduce -7.6% | 9,233 | $935K |
| Castleview Partners, LLC | 0.54% | Add +1.6% | 9,207 | $932K |
| Naviter Wealth, LLC | 0.13% | Add +60.4% | 9,204 | $932K |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -11.3% | 9,197 | $931K |
| Old Mission Investment Co LLC | 0.28% | Reduce -18.3% | 9,051 | $917K |
| Titleist Asset Management, LLC | 0.13% | Add +12.3% | 9,051 | $917K |
| FinTrust Capital Advisors, LLC | 0.15% | Reduce -6.3% | 9,014 | $913K |
| International Private Wealth Advisors LLC | 1.33% | Add +4.3% | 8,988 | $910K |
| Roger Wittlin Investment Advisory, LLC | 0.52% | Reduce -30.6% | 8,958 | $907K |
| Hilltop Holdings Inc. | 0.06% | Reduce -4.2% | 8,955 | $907K |
| Watts Gwilliam & Co., LLC | 0.20% | — | 9,080 | $906K |
| Lodestar Private Asset Management LLC | 0.12% | Reduce -10.2% | 8,922 | $903K |
| Penney Financial, LLC | 0.61% | Reduce -4.4% | 8,881 | $899K |
| Central Pacific Bank - Trust Division | 0.12% | Reduce -0.4% | 8,831 | $894K |
| Private Capital Management LLC | 0.16% | Add +43.5% | 8,783 | $889K |
| KPP Advisory Services LLC | 0.21% | Reduce -6.4% | 8,723 | $883K |
| Investment Advisory Group, LLC | 0.31% | Add +2.4% | 8,710 | $882K |
| RHS Financial, LLC | 0.44% | Add +0.5% | 8,698 | $881K |
| Sequent Planning LLC | 0.30% | New | 8,669 | $878K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -36.1% | 8,667 | $878K |
| Jaffetilchin Investment Partners, LLC | 0.07% | Reduce -3.1% | 8,614 | $872K |
| Tilson Financial Group, Inc. | 0.38% | New | 8,582 | $869K |
| Inscription Capital, LLC | 0.13% | Reduce -11.6% | 8,553 | $866K |
| Hilltop Partners LLC | 0.29% | Reduce -45.3% | 8,550 | $866K |
| Pathway Financial Advisors LLC | 0.22% | Add +0.5% | 8,548 | $866K |
| Vise Technologies, Inc. | 0.11% | Add +27.2% | 8,520 | $863K |
| Blueprint Investment Partners LLC | 0.16% | Reduce -3.6% | 8,514 | $862K |
| Rinkey Investments | 0.28% | Reduce -5.0% | 8,505 | $861K |
| Advisory Alpha, LLC | 0.03% | Add +13.4% | 8,499 | $861K |
| DHK Financial Advisors, Inc. | 0.53% | New | 8,500 | $861K |
| Diversified Portfolios, Inc. | 0.09% | Reduce -4.7% | 8,423 | $853K |
| Fort Washington Investment Advisors Inc. | 0.01% | Add +129.3% | 8,422 | $853K |
| Annex Advisory Services, LLC | 0.03% | Reduce -40.1% | 8,407 | $851K |
| Kohmann Bosshard Financial Services, LLC | 0.11% | Add +0.3% | 8,394 | $850K |
| Brookmont Capital Management | 0.44% | Add +2.0% | 8,393 | $850K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.09% | Add +0.0% | 8,386 | $849K |
| Valley Forge Investment Consultants Inc. Adv | 0.30% | Add +5.1% | 8,372 | $848K |
| Union Savings Bank | 0.41% | Reduce -1.6% | 8,322 | $843K |
| Perennial Investment Advisors, LLC | 0.11% | Reduce -2.5% | 8,223 | $833K |
| Latitude Advisors, LLC | 0.47% | Add +24.6% | 8,194 | $830K |
| CIC Wealth, LLC | 0.21% | Add +4.8% | 8,170 | $827K |
| Transcend Capital Advisors, LLC | 0.06% | Add +21.0% | 8,138 | $824K |
| Elevation Point Wealth Partners, LLC | 0.08% | Add +71.3% | 8,124 | $823K |
| Laird Norton Wetherby Wealth Management, LLC | 0.04% | Reduce -7.7% | 8,091 | $819K |
| MBL Wealth, LLC | 0.09% | Add +5.5% | 8,079 | $818K |
| Flaharty Asset Management, LLC | 0.11% | Reduce -0.2% | 8,040 | $814K |
| Pointe Capital Management LLC | 0.47% | Add +65.2% | 8,029 | $813K |
| Texas Yale Capital Corp. | 0.04% | Add +175.7% | 8,023 | $812K |
| Richard Bernstein Advisors LLC | 0.02% | New | 7,974 | $808K |
| Fsa Wealth Partners, Inc. | 0.20% | Add +3.8% | 7,964 | $807K |
| Cowa, LLC | 0.38% | New | 7,920 | $802K |
| Axiom Advisory, LLC | 0.01% | Add +0.8% | 8,000 | $798K |
| Kingdom Financial Group LLC. | 0.59% | Add +33.2% | 7,842 | $794K |
| Pinnacle Wealth Management Group, Inc. | 0.49% | Reduce -89.7% | 7,714 | $781K |
| Successful Portfolios LLC | 0.53% | Reduce -0.5% | 7,687 | $778K |
| Orin Green Financial, LLC | 0.33% | No change | 7,670 | $777K |
| Cornerstone Advisory, LLC | 0.10% | Add +9.4% | 7,612 | $771K |
| Stillwater Capital Advisors, LLC | 0.10% | New | 7,530 | $763K |
| GW Henssler & Associates Ltd. | 0.04% | New | 7,464 | $756K |
| Benchmark Wealth Management, LLC | 0.37% | Add +5.3% | 7,450 | $754K |
| Platte River Wealth Advisors, LLC | 0.20% | Reduce -9.4% | 7,445 | $754K |
| Quadcap Wealth Management, LLC | 0.12% | Add +11.9% | 7,439 | $753K |
| Armstrong Advisory Group, Inc. | 0.06% | Add +4.7% | 7,410 | $750K |
| Hibernia Wealth Partners, LLC | 0.26% | Add +1.1% | 7,370 | $746K |
| Guardian Capital Advisors LP | 0.07% | Add +3.3% | 7,364 | $745K |
| New World Advisors LLC | 0.19% | Reduce -7.4% | 7,361 | $745K |
| Alpha Cubed Investments, LLC | 0.03% | Add +5.8% | 7,296 | $739K |
| Strategies Wealth Advisors, LLC | 0.10% | Add +24.5% | 7,286 | $738K |
| Redhawk Wealth Advisors, Inc. | 0.10% | Add +225.3% | 7,254 | $735K |
| Childress Capital Advisors, LLC | 0.20% | Add +6.0% | 7,250 | $734K |
| Haverford Trust Co | 0.01% | Add +16.1% | 7,213 | $730K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | No change | 7,153 | $724K |
| Topel & Distasi Wealth Management, LLC | 0.30% | Add +0.4% | 7,101 | $719K |
| VAUGHAN & Co SECURITIES, INC. | 0.42% | Add +3.2% | 7,093 | $718K |
| Carnegie Investment Counsel | 0.02% | Reduce -3.1% | 7,091 | $718K |
| Obsidian Cio, LLC | 0.15% | Add +21.8% | 7,091 | $718K |
| MRP Capital Investments, LLC | 0.68% | No change | 7,067 | $716K |
| Howard Financial Services, LTD. | 0.10% | Reduce -4.5% | 7,057 | $715K |
| SkyView Investment Advisors, LLC | 0.12% | New | 7,000 | $709K |
| Pallas Capital Advisors LLC | 0.03% | Add +0.0% | 7,157 | $707K |
| Uptick Partners, LLC | 0.30% | New | 6,980 | $707K |
| Citizens & Northern Corp. | 0.21% | Reduce -57.8% | 6,958 | $705K |
| MSH Capital Advisors LLC | 0.21% | Add +71.6% | 6,936 | $702K |
| Warner Financial, Inc. | 0.31% | No change | 6,919 | $701K |
| Veracity Capital LLC | 0.27% | Reduce -1.1% | 6,917 | $701K |
| Summa Corp. | 0.33% | Add +25.4% | 6,900 | $699K |
| Americana Partners, LLC | 0.05% | Add +44.2% | 6,868 | $696K |
| Florida Financial Advisors, LLC | 0.36% | Add +231.8% | 6,855 | $694K |
| Lokken Investment Group LLC | 0.29% | Add +4.3% | 6,849 | $694K |
| Horan Securities, Inc. | 0.27% | Add +73.6% | 6,836 | $692K |
| Strengthening Families & Communities, LLC | 0.18% | Add +1.9% | 6,834 | $692K |
| FWG Holdings, LLC | 0.34% | Reduce -40.2% | 7,023 | $691K |
| Augustine Asset Management Inc. | 0.24% | New | 6,812 | $690K |
| Cypress Wealth Services, LLC | 0.14% | Reduce -7.2% | 6,806 | $689K |
| Patten & Patten Inc. | 0.05% | Reduce -0.5% | 6,786 | $687K |
| Abel Hall, LLC | 0.45% | Reduce -1.2% | 6,770 | $686K |
| Gerber, LLC | 0.50% | No change | 6,750 | $684K |
| Elios Financial Group Inc. | 0.31% | — | 6,727 | $681K |
| MCF Advisors LLC | 0.05% | Reduce -12.7% | 6,657 | $674K |
| Syverson Strege & Co | 0.23% | Reduce -3.2% | 6,641 | $673K |
| Retirement Planning Group, LLC | 0.04% | Add +9.4% | 6,585 | $667K |
| WNY Asset Management, LLC | 0.08% | Reduce -9.8% | 6,584 | $667K |
| Nottingham Advisors, Inc. | 0.07% | No change | 6,582 | $667K |
| Fortitude Advisory Group L.L.C. | 0.42% | Add +5.8% | 6,574 | $666K |
| Vanguard Group Inc. | 0.00% | Add +165.9% | 6,564 | $665K |
| Balanced Rock Investment Advisors LLC | 0.52% | No change | 6,515 | $660K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +16.1% | 6,497 | $658K |
| Argent Financial Group, Inc. | 0.08% | — | 6,467 | $655K |
| Cambridge Advisors Inc. | 0.14% | No change | 6,458 | $654K |
| Calton & Associates, Inc. | 0.25% | Add +1.4% | 6,442 | $652K |
| Mgo One Seven LLC | 0.03% | Reduce -32.0% | 6,434 | $652K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -69.3% | 5,425 | $651K |
| Transcendent Capital Group LLC | 0.33% | Reduce -35.4% | 6,423 | $651K |
| Aviso Financial Inc. | 0.03% | No change | 6,341 | $642K |
| Sterling Group Wealth Management, LLC | 0.34% | Add +0.1% | 6,296 | $638K |
| Montag A & Associates Inc. | 0.03% | No change | 6,279 | $636K |
| GFS Advisors, LLC | 0.13% | Add +33.7% | 6,202 | $628K |
| Ledyard National Bank | 0.06% | Add +5.0% | 6,189 | $627K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.14% | Reduce -2.3% | 6,179 | $626K |
| Aprio Wealth Management, LLC | 0.10% | Add +19.9% | 6,178 | $626K |
| Planned Solutions, Inc. | 0.25% | Add +8.8% | 6,176 | $625K |
| Red Door Wealth Management, LLC | 0.10% | Add +53.6% | 6,162 | $624K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -74.7% | 6,120 | $620K |
| Absolute Capital Management, LLC | 0.37% | New | 6,086 | $616K |
| Revolve Wealth Partners, LLC | 0.09% | Add +9.1% | 6,083 | $616K |
| CoreCap Advisors, LLC | 0.03% | New | 6,063 | $614K |
| Summit Financial Strategies, Inc. | 0.07% | Reduce -20.6% | 6,062 | $614K |
| Towneley Capital Management, Inc / DE | 0.14% | Reduce -19.0% | 6,042 | $612K |
| Flputnam Investment Management Co. | 0.01% | Reduce -7.7% | 6,032 | $611K |
| Berkeley Capital Partners, LLC | 0.17% | Add +2.0% | 6,004 | $608K |
| Independent Wealth Network Inc. | 0.27% | Reduce -1.8% | 5,984 | $606K |
| Family Asset Management, LLC | 0.36% | Reduce -0.2% | 5,984 | $606K |
| Christopher J. Hasenberg, Inc | 0.25% | Reduce -3.6% | 6,044 | $603K |
| Continuum Advisory, LLC | 0.08% | Add +38.2% | 6,169 | $602K |
| C M Bidwell & Associates Ltd. | 0.37% | Add +4.6% | 5,941 | $602K |
| SouthState Bank Corp | 0.04% | Add +40.1% | 5,941 | $602K |
| Silver Oak Securities, Incorporated | 0.06% | Reduce -41.1% | 6,021 | $601K |
| Country Club Bank | 0.04% | Reduce -20.5% | 5,905 | $599K |
| Prairiewood Capital, LLC | 0.25% | Reduce -1.3% | 5,913 | $599K |
| FAS Wealth Partners, Inc. | 0.05% | Add +0.3% | 5,862 | $594K |
| IMS Capital Management | 0.27% | No change | 5,858 | $593K |
| Alpha Financial Advisors, LLC | 0.26% | Add +3.5% | 5,808 | $588K |
| Palisade Asset Management, LLC | 0.06% | No change | 5,745 | $582K |
| Drucker Wealth 3.0, LLC | 0.14% | Add +6.3% | 5,724 | $580K |
| Truefg, LLC | 0.19% | Add +2.0% | 5,704 | $578K |
| Burney Co./ | 0.02% | Reduce -0.9% | 5,654 | $573K |
| HHM Wealth Advisors, LLC | 0.08% | Reduce -3.0% | 5,574 | $564K |
| Hobbs Group Advisors, LLC | 0.20% | Add +3736.6% | 5,563 | $563K |
| Strategic Wealth Partners, Ltd. | 0.05% | Reduce -46.2% | 5,553 | $562K |
| Ameraudi Asset Management, Inc. | 0.25% | No change | 5,520 | $559K |
| Legacy Capital Wealth Partners, LLC | 0.11% | Add +40.2% | 5,514 | $558K |
| Power Wealth Management LLC | 0.24% | Add +4.4% | 5,470 | $554K |
| Carmel Capital Partners, LLC | 0.21% | Add +114.7% | 5,392 | $546K |
| Wells Financial Advisors INC | 0.74% | Reduce -75.8% | 5,389 | $546K |
| McElhenny Sheffield Capital Management, LLC | 0.18% | Reduce -0.4% | 5,384 | $545K |
| Modern Wealth Management, LLC | 0.03% | Add +0.4% | 5,382 | $545K |
| Beacon Capital Management, LLC | 0.08% | Add +130.7% | 5,359 | $543K |
| Premier Path Wealth Partners, LLC | 0.09% | Add +7.4% | 5,359 | $543K |
| Clear Creek Financial Management, LLC | 0.06% | Reduce -7.3% | 5,352 | $542K |
| Bfsg, LLC | 0.06% | Reduce -0.9% | 5,334 | $540K |
| Quartz Partners, LLC | 0.34% | — | 5,320 | $539K |
| WealthPLAN Partners, LLC | 0.07% | Reduce -25.4% | 5,270 | $534K |
| Etesian Wealth Advisors, Inc. | 0.24% | New | 5,270 | $534K |
| Bond & Devick Financial Network, Inc. | 0.23% | Add +5.5% | 5,243 | $531K |
| Gradient Capital Advisors, LLC | 0.18% | Add +1.9% | 5,239 | $531K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +2.1% | 5,196 | $526K |
| CFO4Life Group, LLC | 0.09% | Add +18.4% | 5,189 | $525K |
| Waterway Wealth Management, LLC | 0.23% | Reduce -23.1% | 5,186 | $525K |
| Essex Financial Services, Inc. | 0.04% | Reduce -0.0% | 281,910 | $518K |
| Crescent Grove Advisors, LLC | 0.05% | Add +4.3% | 5,104 | $517K |
| Fragasso Financial Advisors Inc | 0.04% | Reduce -0.6% | 5,073 | $514K |
| Tidemark, LLC | 0.21% | No change | 5,062 | $513K |
| HUB Investment Partners, LLC | 0.02% | Reduce -5.2% | 5,057 | $512K |
| LJI Wealth Management, LLC | 0.10% | Add +0.5% | 5,035 | $510K |
| Verition Fund Management LLC | 0.00% | New | 5,000 | $506K |
| AQR Capital Management | 0.00% | New | 5,000 | $506K |
| Kingfisher Capital LLC | 0.12% | Add +95.9% | 4,991 | $505K |
| Coastwise Capital Group, LLC | 0.41% | Add +8.0% | 4,967 | $503K |
| NWK Group, Inc. | 0.20% | Reduce -5.5% | 4,952 | $501K |
| Boston Financial Mangement LLC | 0.01% | Reduce -0.3% | 4,951 | $501K |
| Beacon Financial Group | 0.05% | Add +2.0% | 4,921 | $498K |
| Bernardo Wealth Planning LLC | 0.12% | Add +4.7% | 4,999 | $497K |
| Traynor Capital Management, Inc. | 0.04% | Reduce -14.5% | 4,896 | $496K |
| Melfa Wealth Management, Inc. | 0.33% | Add +4.3% | 4,875 | $494K |
| First National Trust Co | 0.02% | Reduce -4.0% | 4,851 | $491K |
| Executive Wealth Management, LLC | 0.04% | New | 4,840 | $490K |
| Plum Street Advisors, LLC | 0.25% | Add +23.2% | 4,837 | $490K |
| GSG Advisors LLC | 0.16% | New | 4,839 | $490K |
| T. Rowe Price Associates Inc. | 0.00% | New | 4,820 | $489K |
| Rockland Trust Co. | 0.02% | Reduce -17.0% | 4,825 | $489K |
| Leo Wealth, LLC | 0.04% | Reduce -7.8% | 4,760 | $482K |
| J. W. Coons Advisors, LLC | 0.09% | Add +3.6% | 4,751 | $481K |
| Beaumont Financial Advisors, LLC | 0.04% | Add +0.6% | 4,711 | $477K |
| RTD Financial Advisors, Inc. | 0.06% | Add +1.1% | 4,710 | $477K |
| Simplex Trading, LLC | 0.02% | New | 4,707 | $476K |
| RiverFront Investment Group, LLC | 0.01% | Reduce -11.6% | 4,699 | $476K |
| Chapin Davis, Inc. | 0.15% | Add +1.8% | 4,672 | $473K |
| Halbert Hargrove Global Advisors, LLC | 0.03% | Add +0.9% | 4,646 | $470K |
| Talon Private Wealth, LLC | 0.10% | — | 4,640 | $470K |
| Beacon Financial Advisory LLC | 0.16% | Add +34.8% | 4,626 | $468K |
| Crewe Advisors LLC | 0.05% | Reduce -11.4% | 4,623 | $468K |
| Sonata Capital Group Inc. | 0.20% | New | 4,621 | $468K |
| Etfidea, LLC | 0.15% | Add +24.3% | 4,606 | $466K |
| Sax Wealth Advisors, LLC | 0.04% | Add +19.7% | 4,587 | $465K |
| North Star Investment Management Corp. | 0.03% | Add +30.2% | 4,544 | $460K |
| German American Bancorp, Inc. | 0.05% | No change | 4,542 | $460K |
| Motiv8 Investments LLC | 0.31% | Reduce -3.1% | 4,508 | $457K |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -2.0% | 4,506 | $456K |
| Clare Market Investments LLC | 0.12% | Reduce -37.1% | 4,504 | $456K |
| FRG Family Wealth Advisors LLC | 0.08% | New | 4,485 | $454K |
| Sentinel Pension Advisors, LLC | 0.09% | Add +3.8% | 4,480 | $454K |
| Sprott Inc. | 0.03% | Add +4.7% | 4,457 | $451K |
| ARK & TLK Investments, LLC | 0.16% | Add +24.2% | 4,456 | $451K |
| Willis Johnson & Associates, Inc. | 0.03% | Add +8.9% | 4,434 | $449K |
| Bulltick Wealth Management, LLC | 0.11% | Add +1.0% | 4,415 | $447K |
| Howe & Rusling Inc. | 0.04% | Add +2.4% | 4,414 | $447K |
| Tompkins Financial Corp. | 0.04% | No change | 4,408 | $446K |
| Venture Visionary Partners LLC | 0.02% | Reduce -0.5% | 4,401 | $446K |
| Brown Wealth Management, LLC | 0.16% | New | 4,356 | $441K |
| Strategic Advocates LLC | 0.16% | Reduce -6.4% | 4,308 | $436K |
| Peregrine Asset Advisers, Inc. | 0.15% | No change | 4,302 | $436K |
| Mosaic Family Wealth Partners, LLC | 0.06% | Add +2.4% | 4,280 | $433K |
| Boston Research & Management Inc. | 0.10% | Reduce -0.4% | 4,263 | $432K |
| Orgel Wealth Management, LLC | 0.01% | Reduce -46.2% | 4,241 | $429K |
| Plan Group Financial, LLC | 0.23% | New | 4,226 | $428K |
| Promethium Advisors,llc | 0.30% | — | 4,223 | $428K |
| Wetzel Investment Advisors, Inc. | 0.22% | Reduce -97.1% | 4,221 | $427K |
| Hassell Wealth Management, LLC | 0.18% | Reduce -0.2% | 4,331 | $426K |
| Romano Brothers and Company | 0.05% | Add +3.7% | 4,191 | $424K |
| Susquehanna International Group Ltd. | 0.09% | Reduce -69.1% | 4,189 | $424K |
| Hanson & Doremus Investment Management | 0.07% | No change | 4,156 | $421K |
| Noesis Capital Mangement Corp. | 0.08% | Reduce -10.6% | 4,143 | $420K |
| WealthCollab, LLC | 0.28% | Add +1.1% | 4,127 | $418K |
| Heritage Wealth Advisors | 0.02% | Add +6.3% | 4,120 | $417K |
| Bogart Wealth, LLC | 0.02% | Add +2.3% | 4,117 | $417K |
| Stonebridge Capital Advisors LLC | 0.03% | Add +4.7% | 4,109 | $416K |
| River Wealth Advisors LLC | 0.06% | New | 4,102 | $415K |
| Moloney Securities Asset Management, LLC | 0.06% | Reduce -5.3% | 4,090 | $414K |
| Thomasville National Bank | 0.03% | Reduce -20.1% | 4,089 | $414K |
| 25 LLC | 0.18% | Add +0.7% | 4,074 | $413K |
| Copperwynd Financial, LLC | 0.12% | Add +17.6% | 4,072 | $412K |
| Fiduciary Financial Group, LLC | 0.09% | Reduce -37.9% | 4,125 | $412K |
| Tempus Wealth Planning, LLC | 0.15% | Reduce -1.8% | 4,045 | $410K |
| Life Line Wealth Management LLC | 0.15% | Reduce -98.4% | 4,043 | $409K |
| Summit X, LLC | 0.10% | Reduce -25.5% | 4,210 | $409K |
| Hanover Advisors Inc. | 0.17% | Add +5.0% | 4,029 | $408K |
| Canopy Partners, LLC | 0.17% | Add +88.7% | 4,010 | $406K |
| Seascape Capital Management | 0.14% | Reduce -27.7% | 4,000 | $405K |
| Frank, Rimerman Advisors LLC | 0.03% | No change | 3,996 | $405K |
| Cottage Street Advisors LLC | 0.22% | Add +75.5% | 3,965 | $401K |
| Hemington Wealth Management | 0.11% | New | 4,050 | $398K |
| Invst, LLC | 0.05% | Reduce -44.8% | 3,900 | $395K |
| Rosenberg Matthew Hamilton | 0.10% | Add +394.0% | 3,883 | $393K |
| Financial Management Professionals, Inc. | 0.05% | Reduce -4.7% | 3,858 | $391K |
| SOA Wealth Advisors, LLC. | 0.07% | Reduce -2.0% | 3,820 | $387K |
| Advance Capital Management, Inc. | 0.02% | Reduce -23.1% | 3,819 | $387K |
| Ssi Investment Management LLC | 0.15% | No change | 3,809 | $386K |
| SWP Financial LLC | 0.24% | Reduce -17.1% | 3,808 | $386K |
| Adapt Wealth Advisors, LLC | 0.20% | Reduce -50.6% | 3,779 | $383K |
| Wade Financial Advisory, Inc | 0.13% | Reduce -0.9% | 3,734 | $378K |
| Petix & Botte Co | 0.10% | Add +0.1% | 3,710 | $376K |
| Trust Co of the South | 0.08% | Add +26.7% | 3,700 | $375K |
| Clearbridge Investments, LLC | 0.00% | Add +0.5% | 3,700 | $375K |
| LexAurum Advisors, LLC | 0.08% | Add +19.9% | 3,692 | $374K |
| Proffitt & Goodson Inc. | 0.06% | Reduce -0.5% | 3,673 | $372K |
| Lee Financial Co | 0.05% | Add +19.4% | 3,671 | $372K |
| Jefferies Financial Group Inc. | 0.01% | No change | 3,666 | $371K |
| Clear Investment Research, LLC | 0.48% | Add +0.1% | 3,656 | $370K |
| Firethorn Wealth Partners, LLC | 0.19% | Reduce -4.2% | 3,649 | $369K |
| Your Advocates Ltd., LLP | 0.14% | Reduce -5.3% | 3,637 | $368K |
| W Advisors, LLC | 0.23% | Reduce -0.3% | 3,629 | $368K |
| Keystone Financial Group | 0.05% | New | 3,617 | $366K |
| City Center Advisors, LLC | 0.41% | Add +42.0% | 3,610 | $366K |
| Meadow Creek Wealth Advisors LLC | 0.29% | No change | 3,605 | $365K |
| Rise Advisors, LLC | 0.17% | Add +57.4% | 3,588 | $363K |
| Advisor Resource Council | 0.16% | New | 3,568 | $361K |
| MB Generational Wealth, LLC | 0.26% | No change | 3,556 | $360K |
| Performance Wealth Partners, LLC | 0.01% | Reduce -12.4% | 3,536 | $358K |
| Ironwood Wealth Management, LLC. | 0.11% | Reduce -32.5% | 3,490 | $353K |
| Bailard, Inc. | 0.01% | New | 3,458 | $350K |
| Spreng Capital Management, Inc. | 0.17% | Reduce -65.2% | 3,457 | $350K |
| Hardin Capital Partners, LLC | 0.20% | No change | 3,503 | $350K |
| Icon Wealth Advisors, LLC | 0.03% | New | 3,447 | $349K |
| Old Port Advisors | 0.10% | Reduce -12.2% | 3,441 | $348K |
| Hengehold Capital Management LLC | 0.03% | Reduce -4.7% | 3,440 | $348K |
| Householder Group Estate & Retirement Specialist, LLC | 0.10% | Reduce -3.1% | 3,439 | $348K |
| Partners in Financial Planning | 0.07% | No change | 3,436 | $348K |
| Kraft, Davis & Associates, LLC | 0.10% | Reduce -96.2% | 3,539 | $348K |
| Ieq Capital, LLC | 0.00% | Reduce -13.8% | 3,431 | $347K |
| Hexagon Capital Partners LLC | 0.07% | Add +0.0% | 3,421 | $346K |
| Westshore Wealth, LLC | 0.14% | Add +0.2% | 3,394 | $344K |
| Willow Creek Wealth Management Inc. | 0.04% | No change | 3,378 | $342K |
| Gateway Wealth Partners, LLC | 0.09% | Add +26.4% | 3,364 | $341K |
| Prudent Man Advisors, LLC | 0.11% | No change | 3,360 | $340K |
| Tru Independence Asset Management 2, LLC | 0.29% | — | 3,343 | $339K |
| Lakeridge Wealth Management LLC | 0.18% | No change | 3,320 | $336K |
| Patron Partners, LLC | 0.18% | Reduce -31.5% | 3,301 | $334K |
| West Branch Capital LLC | 0.12% | No change | 3,293 | $333K |
| PrairieView Partners, LLC | 0.03% | Reduce -7.5% | 3,287 | $332K |
| United Bank | 0.15% | No change | 3,268 | $331K |
| Schneider Downs Wealth Management Advisors, LP | 0.07% | Reduce -5.7% | 3,265 | $331K |
| SG Americas Securities, LLC | 0.00% | Reduce -98.4% | 3,254 | $330K |
| Middleton & Co. Inc. | 0.04% | No change | 3,250 | $329K |
| White Lighthouse Investment Management Inc. | 0.06% | Add +32.3% | 3,210 | $325K |
| Stone Summit Wealth LLC | 0.10% | Reduce -3.3% | 3,188 | $323K |
| Defined Wealth Management, LLC | 0.21% | Add +1.2% | 3,176 | $322K |
| Insight Wealth Partners, LLC | 0.20% | New | 3,173 | $321K |
| Twin Capital Management Inc. | 0.04% | Add +0.9% | 3,182 | $321K |
| Centaurus Financial, Inc. | 0.02% | Reduce -74.5% | 3,153 | $319K |
| Oxford Financial Group, LTD. LLC | 0.02% | Reduce -32.0% | 3,149 | $319K |
| Peterson Wealth Services | 0.10% | Reduce -7.5% | 3,145 | $318K |
| Fortis Group Advisors, LLC | 0.06% | New | 3,140 | $318K |
| Stelac Advisory Services LLC | 0.13% | No change | 3,136 | $318K |
| TrinityPoint Wealth, LLC | 0.05% | Reduce -11.4% | 3,126 | $317K |
| Fonville Wealth Management LLC | 0.11% | New | 3,122 | $316K |
| Zevenbergen Capital Investments LLC | 0.01% | New | 3,120 | $316K |
| Gallagher Fiduciary Advisors, LLC | 0.06% | Reduce -11.9% | 3,090 | $313K |
| Stordahl Capital Management, Inc. | 0.07% | Reduce -5.5% | 3,088 | $313K |
| Stephenson & Company, Inc. | 0.21% | No change | 3,072 | $311K |
| Holistic Financial Partners | 0.15% | Reduce -24.4% | 3,053 | $309K |
| Aspen Grove Capital, LLC | 0.07% | No change | 3,048 | $309K |
| Independent Family Office, LLC | 0.15% | No change | 3,032 | $307K |
| Droms Strauss Advisors Inc. /Mo/ | 0.11% | Reduce -1.2% | 3,026 | $306K |
| Delta Asset Management LLC | 0.03% | Reduce -0.7% | 3,025 | $306K |
| Wolff Wiese Magana LLC | 0.21% | Add +30.2% | 3,018 | $306K |
| Lyell Wealth Management, LP | 0.03% | Reduce -6.4% | 3,015 | $305K |
| Basepoint Wealth LLC | 0.22% | Add +0.7% | 3,007 | $305K |
| Hoge Financial Services, LLC | 0.23% | Add +0.9% | 3,007 | $304K |
| Debussy Capital Management LP | 0.09% | Reduce -3.5% | 3,005 | $304K |
| Clear Point Advisors Inc. | 0.23% | Reduce -16.8% | 2,987 | $302K |
| American Financial Advisors, LLC | 0.04% | Add +3.3% | 2,979 | $302K |
| Howard Bailey Securities, LLC | 0.11% | — | 2,979 | $302K |
| Joel Isaacson & Co., LLC | 0.01% | Add +0.9% | 2,976 | $301K |
| CJM Wealth Advisers, Ltd. | 0.10% | New | 2,974 | $301K |
| Prudent Investors Network, Inc. | 0.09% | New | 2,971 | $301K |
| PAX Financial Group, LLC | 0.05% | New | 2,971 | $301K |
| Brighton Jones LLC | 0.01% | Reduce -18.8% | 2,954 | $299K |
| Carmichael Hill & Associates, Inc. | 0.11% | Add +94.3% | 2,953 | $299K |
| Verus Capital Partners, LLC | 0.03% | Add +8.2% | 2,950 | $299K |
| NorthRock Partners, LLC | 0.01% | Reduce -41.8% | 2,948 | $299K |
| Wexford Capital LP | 0.07% | New | 2,942 | $298K |
| Nicolet Advisory Services, LLC | 0.03% | Add +1.1% | 2,960 | $298K |
| Glen Eagle Advisors, LLC | 0.05% | Reduce -4.0% | 2,932 | $297K |
| BSW Wealth Partners | 0.04% | Reduce -66.4% | 2,932 | $297K |
| Gray Wealth Management Inc. | 0.12% | No change | 2,931 | $297K |
| Garrett Wealth Advisory Group, LLC | 0.07% | Add +0.0% | 2,922 | $296K |
| FSM Wealth Advisors, LLC | 0.08% | No change | 2,916 | $295K |
| Weaver Consulting Group | 0.09% | Add +10.9% | 2,900 | $294K |
| Sachetta, LLC | 0.12% | No change | 2,893 | $293K |
| Everett Harris & Co. | 0.00% | No change | 2,892 | $293K |
| Quantitative Strategies, Inc. | 0.16% | Reduce -6.4% | 2,889 | $293K |
| TrueWealth Advisors, LLC | 0.10% | Reduce -12.8% | 2,868 | $290K |
| Walkner Condon Financial Advisors LLC | 0.06% | New | 2,861 | $290K |
| Avestar Capital, LLC | 0.03% | Reduce -2.4% | 2,860 | $290K |
| Clearview Wealth Advisors LLC | 0.22% | Add +15.2% | 2,855 | $289K |
| Archford Capital Strategies, LLC | 0.04% | Reduce -12.6% | 2,893 | $288K |
| Sykon Capital LLC | 0.10% | Reduce -97.5% | 2,821 | $286K |
| Courage Miller Partners, LLC | 0.10% | Reduce -13.0% | 2,806 | $284K |
| HFG Wealth Management, LLC | 0.18% | No change | 2,921 | $284K |
| Benin Management CORP | 0.08% | No change | 2,792 | $283K |
| Founders Financial Alliance, LLC | 0.08% | Reduce -0.8% | 2,792 | $283K |
| Phocas Financial Corp. | 0.03% | No change | 2,791 | $283K |
| Well Done, LLC | 0.05% | Add +12.0% | 2,791 | $283K |
| Lavaca Capital LLC | 0.13% | New | 2,759 | $279K |
| Zullo Investment Group, Inc. | 0.11% | Reduce -7.4% | 2,729 | $276K |
| Semus Wealth Partners LLC | 0.19% | Reduce -18.7% | 2,715 | $275K |
| Kanawha Capital Management LLC | 0.02% | No change | 2,709 | $274K |
| Stratos Investment Management, LLC | 0.02% | Add +28.6% | 2,706 | $274K |
| Waters Parkerson & Co., LLC | 0.01% | No change | 2,710 | $274K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | No change | 2,685 | $272K |
| RPS Advisory Solutions LLC | 0.19% | Reduce -53.2% | 2,672 | $271K |
| Trust Co. of Toledo NA | 0.04% | Add +13.3% | 2,664 | $270K |
| Morris Financial Concepts, Inc. | 0.12% | Reduce -3.6% | 2,661 | $269K |
| Cedar Point Capital Partners, LLC | 0.19% | New | 2,660 | $269K |
| GDS Wealth Management | 0.03% | Reduce -19.2% | 2,651 | $268K |
| Advisory Resource Group | 0.06% | Add +0.5% | 2,643 | $268K |
| Gray Private Wealth, LLC | 0.16% | New | 2,634 | $267K |
| LPF Advisors LLC | 0.23% | Reduce -1.0% | 2,631 | $266K |
| Segment Wealth Management, LLC | 0.02% | Reduce -0.4% | 2,630 | $266K |
| Capital Advisors, Ltd. LLC | 0.03% | Reduce -1.2% | 2,620 | $265K |
| Kings Path Partners LLC | 0.11% | Reduce -1.4% | 2,616 | $265K |
| Impact Partnership Wealth, LLC | 0.06% | Reduce -8.2% | 2,609 | $264K |
| Dunhill Financial, LLC | 0.14% | Add +300.0% | 2,600 | $263K |
| Allianz Asset Management GmbH | 0.00% | No change | 2,600 | $263K |
| L.M. Kohn & Company | 0.07% | New | 2,597 | $263K |
| EWG Elevate Inc. | 0.11% | New | 2,594 | $263K |
| Venturi Wealth Management, LLC | 0.01% | Add +722.2% | 2,590 | $262K |
| Adero Partners, LLC | 0.02% | Add +17.7% | 2,589 | $262K |
| WoodTrust Financial Corp | 0.04% | New | 2,586 | $262K |
| Chilton Capital Management LLC | 0.01% | No change | 2,587 | $262K |
| Cadinha & Co. LLC | 0.04% | Reduce -0.1% | 2,583 | $262K |
| TNF LLC | 0.09% | No change | 2,646 | $261K |
| Certified Advisory Corp | 0.03% | New | 2,579 | $261K |
| Apeiron RIA LLC | 0.07% | Add +1.0% | 2,573 | $261K |
| 1900 Wealth Management LLC | 0.02% | Add +0.2% | 2,566 | $260K |
| ARS Wealth Advisors Group, LLC | 0.03% | New | 2,561 | $259K |
| Scott Capital Advisors, LLC | 0.07% | Add +1.8% | 2,553 | $259K |
| Afg Fiduciary Services Limited Partnership | 0.17% | No change | 2,598 | $259K |
| BNC Wealth Management, LLC | 0.10% | Add +16.2% | 2,550 | $258K |
| Jump Financial, LLC | 0.01% | New | 2,550 | $258K |
| Root Financial Partners, LLC | 0.04% | Reduce -23.1% | 2,541 | $257K |
| Smart Money Group LLC | 0.09% | Add +8.8% | 2,612 | $257K |
| Brickley Wealth Management | 0.05% | Add +4.0% | 2,520 | $255K |
| Kickstand Ventures, Llc. | 0.07% | Reduce -3.5% | 2,517 | $255K |
| Catalyst Private Wealth, LLC | 0.12% | Add +12.1% | 2,505 | $254K |
| Surience Private Wealth LLC | 0.26% | No change | 2,504 | $254K |
| Agf Management Ltd. | 0.00% | New | 2,500 | $253K |
| Fiduciary Alliance LLC | 0.03% | New | 2,496 | $253K |
| CWS Financial Advisors, LLC | 0.09% | Add +0.1% | 2,489 | $252K |
| McIlrath & Eck, LLC | 0.03% | Add +1554.0% | 2,481 | $251K |
| JT Stratford LLC | 0.04% | Reduce -31.2% | 2,478 | $251K |
| Penobscot Investment Management Company, Inc. | 0.02% | Reduce -19.6% | 2,470 | $250K |
| WealthTrust Axiom LLC | 0.07% | Add +9.3% | 2,465 | $250K |
| Watchman Group, Inc. | 0.06% | No change | 2,448 | $248K |
| Lantern Wealth Advisors, LLC | 0.17% | Add +0.8% | 2,443 | $247K |
| Client 1ST Advisory Group, LLC | 0.10% | Reduce -1.0% | 2,430 | $246K |
| Fiduciary Trust Co | 0.00% | New | 2,427 | $246K |
| Bank Ozk | 0.10% | Reduce -0.7% | 2,425 | $246K |
| Braun-Bostich & Associates Inc. | 0.17% | Reduce -14.6% | 2,424 | $245K |
| TRUE Private Wealth Advisors | 0.03% | Reduce -66.4% | 2,423 | $245K |
| Knuff & Co LLC | 0.07% | Reduce -6.9% | 2,420 | $245K |
| Live Oak Private Wealth LLC | 0.04% | No change | 2,381 | $241K |
| Vestia Personal Wealth Advisors | 0.23% | Add +7.2% | 2,372 | $240K |
| Fort Sheridan Advisors LLC | 0.04% | No change | 2,370 | $240K |
| Concorde Asset Management, LLC | 0.13% | Reduce -7.0% | 2,359 | $239K |
| Allied Investment Advisors, LLC | 0.05% | New | 2,350 | $238K |
| Wealthfront Advisers LLC | 0.00% | New | 2,350 | $238K |
| New Insight Wealth Advisors | 0.12% | No change | 2,336 | $237K |
| Life Planning Partners, Inc | 0.21% | Add +0.4% | 2,320 | $235K |
| Silver Oak Advisory Group, Inc. | 0.12% | No change | 2,319 | $234K |
| ACT Advisors, LLC. | 0.11% | Add +0.5% | 2,308 | $234K |
| Northwest Wealth Management, LLC | 0.05% | Reduce -24.3% | 2,303 | $233K |
| Wealth Advisors of Tampa Bay, LLC | 0.10% | No change | 2,285 | $231K |
| Moneco Advisors, LLC | 0.03% | Reduce -61.4% | 2,284 | $231K |
| Darwin Wealth Management, LLC | 0.06% | New | 2,274 | $230K |
| Rothschild Investment LLC | 0.01% | Add +0.9% | 2,268 | $230K |
| Wedgewood Investors Inc. | 0.25% | No change | 2,267 | $230K |
| Core Wealth Management, Inc. | 0.09% | No change | 2,363 | $229K |
| MidAtlantic Capital Management, Inc. | 0.17% | Reduce -1.4% | 2,257 | $229K |
| Associated Banc-Corp | 0.01% | New | 2,256 | $228K |
| Sweet Financial Partners, LLC | 0.05% | New | 2,247 | $228K |
| Total Clarity Wealth Management, Inc. | 0.07% | Add +1.4% | 2,242 | $227K |
| Cooper Financial Group | 0.03% | New | 2,238 | $227K |
| Essential Planning, LLC. | 0.09% | Reduce -4.5% | 2,224 | $225K |
| Dopkins Wealth Management, LLC | 0.18% | No change | 2,217 | $225K |
| 3EDGE Asset Management, LP | 0.02% | New | 2,213 | $224K |
| Fullcircle Wealth LLC | 0.10% | No change | 2,273 | $224K |
| Bray Capital Advisors | 0.05% | Add +83.3% | 2,200 | $223K |
| Sharkey, Howes & Javer | 0.03% | Reduce -29.7% | 2,196 | $222K |
| Hills Bank & Trust Co | 0.02% | Add +11.4% | 2,196 | $222K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -28.2% | 2,196 | $222K |
| Patton Albertson Miller Group, LLC | 0.03% | Reduce -3.2% | 2,193 | $222K |
| Falcon Wealth Planning | 0.03% | Reduce -27.7% | 2,193 | $222K |
| Parcion Private Wealth LLC | 0.02% | Add +0.2% | 2,184 | $221K |
| Herold Advisors, Inc. | 0.05% | Add +0.9% | 2,179 | $221K |
| Taylor & Morgan Wealth Management, LLC | 0.15% | Reduce -2.8% | 2,154 | $218K |
| FWL Investment Management, LLC | 0.08% | Add +4980.9% | 2,134 | $216K |
| Magnus Financial Group LLC | 0.02% | New | 2,122 | $215K |
| Destiny Wealth Partners, LLC | 0.04% | Add +0.8% | 2,119 | $215K |
| Tanglewood Wealth Management, Inc. | 0.02% | No change | 2,114 | $214K |
| Guyasuta Investment Advisors Inc. | 0.01% | New | 2,109 | $214K |
| Boltwood Capital Management | 0.06% | No change | 2,100 | $213K |
| Institute for Wealth Management, LLC. | 0.03% | New | 2,095 | $212K |
| Cahill Financial Advisors Inc. | 0.03% | New | 2,089 | $212K |
| Altus Wealth Group LLC | 0.09% | Reduce -3.7% | 2,088 | $211K |
| Loomis Sayles & Co. L P | 0.00% | No change | 2,080 | $211K |
| Park Place Capital Corp | 0.06% | Reduce -5.0% | 2,071 | $210K |
| Yoder Wealth Management, Inc. | 0.12% | New | 2,052 | $208K |
| Cadent Capital Advisors, LLC | 0.07% | Reduce -3.7% | 2,049 | $208K |
| Evercore Wealth Management, LLC | 0.00% | New | 2,045 | $207K |
| Pine Haven Investment Counsel, Inc | 0.17% | New | 2,040 | $207K |
| SignalPoint Asset Management, LLC | 0.05% | Reduce -16.4% | 2,033 | $206K |
| Red Wave Investments LLC | 0.07% | New | 2,008 | $203K |
| McCollum Christoferson Group LLC | 0.06% | Reduce -53.5% | 2,000 | $203K |
| Wellington Shields Capital Management, LLC | 0.04% | No change | 2,000 | $203K |
| O'Brien Wealth Partners LLC | 0.04% | New | 1,995 | $202K |
| Greenleaf Trust | 0.00% | New | 1,995 | $202K |
| JNBA Financial Advisors | 0.02% | Reduce -26.5% | 1,990 | $202K |
| Sovereign Financial Group, Inc. | 0.05% | Reduce -14.8% | 1,983 | $201K |
| Pursue Wealth Partners LLC | 0.11% | New | 1,982 | $201K |
| Planning Capital Management Corp | 0.13% | Add +91.4% | 1,981 | $201K |
| Missouri Trust & Investment Co | 0.07% | Reduce -0.9% | 1,978 | $200K |
| CENTRAL TRUST Co | 0.00% | Reduce -18.2% | 1,960 | $198K |
| Joseph Group Capital Management | 0.07% | Reduce -20.8% | 1,896 | $192K |
| Dixon Mitchell Investment Counsel Inc. | 0.01% | Reduce -15.6% | 1,884 | $191K |
| Pension & Wealth Management Advisors, Inc. | 0.10% | Reduce -17.9% | 1,857 | $188K |
| Northwest Financial Advisors | 0.15% | New | 1,844 | $187K |
| CNB Bank | 0.09% | No change | 1,834 | $186K |
| VitalStone Financial, LLC | 0.12% | Add +1.9% | 1,784 | $181K |
| Matrix Private Capital Group LLC | 0.10% | No change | 1,742 | $176K |
| Hazlett, Burt & Watson, Inc. | 0.08% | Reduce -2.6% | 1,708 | $173K |
| Valley Wealth Managers, Inc. | 0.01% | Reduce -10.8% | 1,701 | $172K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 1,660 | $168K |
| Cardiff Park Advisors, LLC | 0.01% | Add +0.8% | 1,616 | $164K |
| Reston Wealth Management LLC | 0.06% | New | 1,616 | $164K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.06% | No change | 1,610 | $163K |
| Friedenthal Financial | 0.09% | Add +0.1% | 1,598 | $162K |
| Clearstead Trust, LLC | 0.04% | Add +68.5% | 1,574 | $159K |
| Key Financial Inc | 0.03% | No change | 1,524 | $154K |
| PSI Advisors, LLC | 0.05% | Add +0.1% | 1,524 | $154K |
| WFA of San Diego, LLC | 0.13% | No change | 1,501 | $152K |
| Caldwell Sutter Capital, Inc. | 0.07% | Reduce -0.3% | 1,496 | $152K |
| Bangor Savings Bank | 0.01% | Reduce -29.6% | 1,493 | $151K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.04% | Add +98.3% | 1,432 | $145K |
| Ridgewood Investments LLC | 0.07% | Reduce -14.1% | 1,424 | $144K |
| Blume Capital Management, Inc. | 0.03% | New | 1,416 | $143K |
| ESL Trust Services, LLC | 0.03% | No change | 1,400 | $142K |
| Centerpoint Advisors, LLC | 0.05% | No change | 1,391 | $141K |
| Mendota Financial Group, LLC | 0.07% | No change | 1,392 | $141K |
| Annapolis Financial Services, LLC | 0.04% | Add +7.3% | 1,367 | $138K |
| Archer Investment Corp | 0.04% | Add +1.7% | 1,345 | $136K |
| Glass Jacobson Investment Advisors llc | 0.04% | No change | 1,300 | $132K |
| Atlantic Edge Private Wealth Management, LLC | 0.04% | Reduce -27.1% | 1,299 | $132K |
| Toth Financial Advisory Corp. | 0.02% | Reduce -7.8% | 1,291 | $131K |
| Ritter Daniher Financial Advisory LLC / DE | 0.04% | No change | 1,290 | $131K |
| Plante Moran Financial Advisors, LLC | 0.01% | Reduce -82.4% | 1,243 | $126K |
| Pacifica Partners Inc. | 0.05% | No change | 1,243 | $126K |
| Independence Bank of Kentucky | 0.03% | Reduce -35.4% | 1,226 | $124K |
| Gould Capital, LLC | 0.08% | Reduce -12.0% | 1,156 | $117K |
| Morgan Dempsey Capital Management LLC | 0.04% | New | 1,150 | $116K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 1,131 | $115K |
| Banque Cantonale Vaudoise | 0.00% | No change | 1,100 | $111K |
| Roble, Belko & Company, Inc | 0.02% | Add +0.6% | 1,065 | $108K |
| Old Second National Bank of Aurora | 0.03% | New | 1,051 | $106K |
| Cranbrook Wealth Management, LLC | 0.02% | Add +38.9% | 1,036 | $105K |
| PFG Private Wealth Management, LLC | 0.06% | Add +9.1% | 1,019 | $103K |
| Strategic Investment Solutions, Inc. | 0.03% | Reduce -4.1% | 1,013 | $103K |
| Indiana Trust & Investment Management Co | 0.03% | Reduce -8.4% | 1,009 | $102K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 1,014 | $102K |
| Mechanics Financial Corp | 0.04% | No change | 1,000 | $101K |
| Kathleen S. Wright Associates Inc. | 0.04% | New | 1,000 | $101K |
| Wintrust Investments LLC | 0.07% | Reduce -75.0% | 987 | $100K |
| Eastern Bank | 0.00% | New | 986 | $100K |
| Wellington Shields & Co., LLC | 0.03% | No change | 978 | $99K |
| New Republic Capital, LLC | 0.06% | Reduce -62.8% | 961 | $97K |
| Trust Co. of Vermont | 0.00% | Reduce -5.1% | 939 | $95K |
| Tucker Asset Management LLC | 0.02% | Add +31.5% | 926 | $94K |
| Winch Advisory Services, LLC | 0.03% | Add +5.8% | 914 | $93K |
| Granite FO LLC | 0.05% | New | 883 | $89K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 870 | $88K |
| Chesapeake Asset Management LLC | 0.08% | No change | 865 | $88K |
| Anchor Investment Management, LLC | 0.01% | Reduce -10.1% | 847 | $86K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 839 | $85K |
| Breakwater Investment Management | 0.03% | Reduce -1.3% | 825 | $84K |
| Brown, Lisle/Cummings, Inc. | 0.02% | No change | 800 | $81K |
| Y.D. More Investments Ltd | 0.01% | No change | 800 | $81K |
| Biltmore Family Office, LLC | 0.01% | No change | 783 | $79K |
| Riggs Asset Managment Co. Inc. | 0.02% | Reduce -40.7% | 775 | $78K |
| Spectrum Wealth Counsel, LLC | 0.01% | No change | 774 | $78K |
| Northwest Investment Counselors, LLC | 0.02% | New | 764 | $77K |
| City Holding Co. | 0.01% | No change | 757 | $77K |
| Paladin Advisory Group, LLC | 0.05% | Add +2.2% | 684 | $69K |
| Cornerstone Planning Group LLC | 0.02% | Reduce -37.4% | 692 | $68K |
| Highline Wealth Partners LLC | 0.02% | Add +161.7% | 670 | $68K |
| Heck Capital Advisors, LLC | 0.01% | Add +0.9% | 648 | $66K |
| Kiely Wealth Advisory Group, Inc. | 0.04% | No change | 663 | $65K |
| Eagle Bay Advisors LLC | 0.02% | No change | 629 | $64K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 605 | $61K |
| Punch & Associates Investment Management, Inc. | 0.00% | No change | 605 | $61K |
| Westwind Capital | 0.01% | Reduce -97.3% | 601 | $61K |
| Godsey & Gibb, Inc. | 0.01% | No change | 582 | $59K |
| Vestor Capital, LLC | 0.00% | Reduce -19.4% | 576 | $58K |
| WR Wealth Planners, LLC | 0.02% | Reduce -24.7% | 561 | $57K |
| Motco | 0.01% | New | 542 | $55K |
| Caitlin John, LLC | 0.03% | No change | 540 | $53K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 520 | $53K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 517 | $52K |
| Concord Wealth Partners | 0.01% | Add +110.3% | 511 | $52K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | Reduce -14.9% | 469 | $47K |
| CarsonAllaria Wealth Management, Ltd. | 0.03% | Add +0.4% | 467 | $47K |
| DHJJ Financial Advisors, Ltd. | 0.02% | Add +0.2% | 430 | $44K |
| Oakworth Capital, Inc. | 0.00% | Reduce -55.8% | 427 | $43K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -31.6% | 427 | $43K |
| Steph & Co. | 0.01% | No change | 423 | $43K |
| Koesten, Hirschmann & Crabtree, INC. | 0.02% | Reduce -35.4% | 414 | $42K |
| Clean Yield Group | 0.01% | No change | 406 | $41K |
| Kimelman & Baird, LLC | 0.00% | No change | 375 | $38K |
| Ruedi Wealth Management, Inc. | 0.01% | Add +0.3% | 351 | $36K |
| Baldwin Wealth Partners LLC | 0.00% | Reduce -3.1% | 342 | $35K |
| LRI Investments, LLC | 0.00% | No change | 346 | $34K |
| JCIC Asset Management Inc. | 0.01% | No change | 315 | $32K |
| Elevate Wealth Advisory, Inc. | 0.02% | No change | 311 | $31K |
| SRH Advisors, LLC | 0.01% | No change | 308 | $31K |
| Wagner Wealth Management, LLC | 0.01% | Add +30500.0% | 306 | $31K |
| Citizens National Bank Trust Department | 0.01% | No change | 300 | $30K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 300 | $30K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -1.0% | 296 | $30K |
| Gen-Wealth Partners Inc | 0.01% | Add +506.3% | 291 | $29K |
| St Germain D J Co. Inc. | 0.00% | Add +1020.0% | 280 | $28K |
| Covestor Ltd | 0.02% | Add +22.4% | 273 | $28K |
| Wiser Advisor Group LLC | 0.04% | Add +0.7% | 276 | $28K |
| Bank of New Hampshire | 0.01% | Reduce -52.3% | 265 | $27K |
| Asset Dedication, LLC | 0.00% | No change | 259 | $26K |
| Carolinas Wealth Consulting LLC | 0.00% | Reduce -58.0% | 255 | $26K |
| Global Financial Private Client, LLC | 0.01% | No change | 247 | $25K |
| Laurel Wealth Advisors LLC | 0.00% | Add +33.0% | 242 | $25K |
| Rakuten Securities, Inc. | 0.01% | Add +49.7% | 241 | $24K |
| Capital Investment Counsel, Inc | 0.00% | Reduce -65.4% | 238 | $24K |
| Silicon Valley Capital Partners | 0.00% | Add +0.8% | 236 | $24K |
| AllSquare Wealth Management LLC | 0.01% | No change | 235 | $24K |
| Hilltop National Bank | 0.01% | No change | 220 | $22K |
| SJS Investment Consulting Inc. | 0.00% | Add +0.9% | 213 | $22K |
| Financial Gravity Companies, Inc. | 0.01% | — | 206 | $21K |
| Founders Capital Management | 0.01% | No change | 200 | $20K |
| Main Street Group, LTD | 0.01% | No change | 200 | $20K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 195 | $20K |
| Financial Perspectives, Inc | 0.01% | Add +5.6% | 190 | $19K |
| Tanglewood Legacy Advisors, LLC | 0.01% | Add +0.6% | 175 | $18K |
| Activest Wealth Management | 0.01% | Reduce -36.8% | 175 | $18K |
| Eukles Asset Management | 0.01% | No change | 171 | $17K |
| Pineridge Advisors LLC | 0.01% | Add +39.5% | 159 | $16K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 158 | $16K |
| Barrett & Company, Inc. | 0.01% | Add +0.7% | 154 | $15K |
| Pflug Koory, LLC | 0.00% | — | 148 | $15K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 142 | $14K |
| FSA Wealth Management LLC | 0.01% | — | 136 | $14K |
| Colony Family Offices, LLC | 0.00% | New | 135 | $14K |
| Trivant Custom Portfolio Group, LLC | 0.01% | Reduce -2.3% | 129 | $13K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 117 | $12K |
| Investors Research Corp | 0.00% | No change | 115 | $12K |
| Abich Financial Wealth Management LLC | 0.03% | Reduce -83.5% | 114 | $12K |
| First PREMIER Bank | 0.00% | No change | 106 | $11K |
| Brown Brothers Harriman & Co. | 0.00% | Add +3400.0% | 105 | $11K |
| Clarity Asset Management, Inc. | 0.01% | No change | 101 | $10K |
| Arvest Investments, Inc. | 0.00% | No change | 101 | $10K |
| State of Wyoming | 0.00% | No change | 100 | $10K |
| Legend Financial Advisors, Inc. | 0.01% | New | 97 | $10K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Reduce -63.5% | 93 | $9K |
| Uncommon Cents Investing LLC | 0.00% | New | 86 | $9K |
| Tradewinds Capital Management, LLC | 0.00% | Reduce -99.3% | 84 | $9K |
| Earned Wealth Advisors, LLC | 0.00% | New | 83 | $8K |
| Legacy Investment Solutions, LLC | 0.01% | — | 85 | $8K |
| Legacy Wealth Managment, LLC | 0.01% | — | 85 | $8K |
| Salomon & Ludwin, LLC | 0.00% | No change | 79 | $8K |
| Nemes Rush Group LLC | 0.00% | No change | 80 | $8K |
| Bull Oak Capital, LLC | 0.00% | Add +1.4% | 72 | $7K |
| Pittenger & Anderson Inc. | 0.00% | Reduce -23.9% | 70 | $7K |
| LGT Financial Advisors LLC | 0.02% | No change | 70 | $7K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 63 | $6K |
| Macroview Investment Management LLC | 0.01% | Reduce -49.6% | 61 | $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 | $6K |
| New England Asset Management Inc. | 0.00% | No change | 50 | $5K |
| Valley National Advisers Inc. | 0.00% | No change | 59 | $5K |
| McClarren Financial Advisors, Inc. | 0.00% | New | 101 | $5K |
| Fourpath Capital Management, LLC | 0.00% | New | 44 | $4K |
| Coston, McIsaac & Partners | 0.00% | No change | 45 | $4K |
| EPG Wealth Management LLC | 0.00% | Add +0.0% | 38 | $4K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +6.9% | 31 | $3K |
| Fortitude Family Office, LLC | 0.00% | New | 30 | $3K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 30 | $3K |
| Dynamic Wealth Strategies, LLC | 0.00% | No change | 26 | $3K |
| Solstein Capital, LLC | 0.00% | No change | 29 | $3K |
| Semmax Financial Advisors Inc. | 0.00% | No change | 30 | $3K |
| Front Row Advisors LLC | 0.00% | No change | 27 | $3K |
| Nordwand Advisors, LLC | 0.00% | Reduce -97.0% | 27 | $3K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -4.0% | 24 | $2K |
| Glassman Wealth Services | 0.00% | No change | 23 | $2K |
| First United Bank & Trust | 0.00% | No change | 20 | $2K |
| Aspire Private Capital, LLC | 0.00% | New | 19 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 14 | $1K |
| American Capital Advisory, LLC | 0.00% | No change | 13 | $1K |
| Claris Advisors, LLC / Mo / | 0.00% | New | 13 | $1K |
| Tortoise Investment Management, LLC | 0.00% | Add +20.0% | 12 | $1K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 12 | $1K |
| GE Investment Management Corp. | 0.00% | Reduce -99.9% | 10 | $1K |
| MGB Wealth Management, LLC | 0.00% | No change | 8 | $848 |
| Raleigh Capital Management Inc. | 0.00% | No change | 7 | $709 |
| Legacy Bridge, LLC | 0.00% | No change | 5 | $507 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 3 | $258 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 1 | $101 |
| Safe Harbor Fiduciary, LLC | 0.00% | — | 1 | $101 |
| First Command Advisory Services, Inc. | 0.00% | New | 1 | $101 |
| 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.