iShares Core U.S. AggregateAGGETF
13F holders, Q2 2025 (June 30)1,910holders −21
92new positions
109sold out
7famous investors
$96.93avg. 13F price*
At the end of Q2 2025, 1,910 institutions reported holding iShares Core U.S. Aggregate (AGG) in their 13F filings, down 21 from Q1 2025. 92 opened new positions and 109 sold out. The largest holders were Jones Financial Companies LLLP ($14.4B), Raymond James Financial Inc. ($7.7B) and Wells Fargo & Company ($5.5B). 7 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Core U.S. Aggregate
- CUSIP
- 464287226
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 92 | $785.7M |
| Exits | 109 | $230.8M |
All 13F filers, Q1 2025 → Q2 2025: 93,149,753 shares bought and 37,431,785 shares sold, net +55,717,968 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,910 holders
| Jones Financial Companies LLLP | 10.89% | Add +4.9% | 145,385,703 | $14.4B |
| Raymond James Financial Inc. | 2.64% | Reduce -4.9% | 77,335,290 | $7.7B |
| Wells Fargo & Company | 1.22% | Add +3.4% | 55,722,992 | $5.5B |
| Envestnet Asset Management Inc. | 1.57% | Add +11.8% | 54,218,326 | $5.4B |
| BlackRock, Inc. | 0.09% | Add +11.9% | 49,746,914 | $4.9B |
| US Bancorp \de | 5.49% | Add +29.1% | 43,988,044 | $4.4B |
| Bank of America Corp. | 0.35% | Add +4.6% | 43,902,750 | $4.4B |
| Morgan Stanley | 0.20% | Reduce -3.0% | 30,475,241 | $3.0B |
| Mercer Global Advisors Inc. | 6.30% | Add +8.1% | 28,284,420 | $2.8B |
| Betterment LLC | 4.87% | Add +5.5% | 23,067,850 | $2.3B |
| Mastercard Foundation Asset Management Corp. | 4.20% | Add +37.2% | 18,965,631 | $1.9B |
| Envestnet Portfolio Solutions, Inc. | 6.92% | Add +12.4% | 18,959,615 | $1.9B |
| Northern Trust Corp. | 0.23% | Reduce -1.5% | 16,630,963 | $1.6B |
| Wealth Enhancement Advisory Services, LLC | 2.69% | Add +8.6% | 16,505,965 | $1.6B |
| Goldman Sachs Group Inc. | 0.26% | Reduce -22.9% | 16,264,061 | $1.6B |
| Ameriprise Financial Inc. | 0.36% | Reduce -1.9% | 14,563,031 | $1.4B |
| Arizona PSPRS Trust | 44.35% | Add +0.1% | 13,456,062 | $1.3B |
| Creative Planning | 1.05% | Reduce -2.6% | 12,373,724 | $1.2B |
| Northwestern Mutual Wealth Management Co. | 0.87% | Add +3.6% | 11,963,480 | $1.2B |
| Acorns Advisers, LLC | 10.01% | Reduce -6.0% | 11,764,517 | $1.2B |
| Johns Hopkins University | 61.42% | Reduce -11.7% | 11,713,596 | $1.2B |
| FMR LLC | 0.06% | Add +44.8% | 11,381,590 | $1.1B |
| JPMorgan Chase & Co. | 0.08% | Add +12.1% | 10,997,880 | $1.1B |
| LPL Financial LLC | 0.35% | Add +4.9% | 10,438,250 | $1.0B |
| WealthNavi Inc. | 10.00% | Reduce -3.2% | 10,013,370 | $993.3M |
| UBS Group AG | 0.21% | Reduce -0.1% | 9,981,683 | $990.2M |
| First Citizens Bank & Trust Co. | 17.82% | Reduce -6.6% | 9,926,346 | $984.7M |
| Charles Schwab Investment Management Inc. | 0.17% | Reduce -4.9% | 9,915,526 | $983.6M |
| Mariner, LLC | 1.41% | Add +6.3% | 9,817,500 | $973.8M |
| Avantax Advisory Services, Inc. | 5.05% | Add +0.3% | 9,265,056 | $919.1M |
| PNC Financial Services Group, Inc. | 0.58% | Add +2.2% | 9,128,626 | $905.6M |
| Captrust Financial Advisors | 1.81% | Add +6.6% | 8,191,211 | $812.6M |
| Tiaa Trust, National Association | 2.10% | Reduce -7.0% | 8,153,181 | $808.0M |
| Stifel Financial Corp. | 0.75% | Add +23.0% | 7,783,701 | $772.1M |
| Truist Financial Corp. | 1.01% | Add +3.6% | 6,935,731 | $688.0M |
| Cerity Partners LLC | 1.19% | Add +7.3% | 6,704,353 | $665.1M |
| Rwa Wealth Partners, LLC | 8.24% | Add +35.0% | 6,634,648 | $658.2M |
| Members Trust Co | 18.64% | Add +2.5% | 5,452,801 | $540.9M |
| Bank of New York Mellon Corp | 0.10% | Add +6.5% | 5,317,301 | $527.5M |
| Cetera Investment Advisers | 0.88% | Add +0.9% | 5,269,552 | $522.7M |
| Prudential Financial Inc. | 0.67% | Add +10.6% | 5,347,030 | $522.3M |
| United Services Automobile Association | 51.76% | Add +70.0% | 5,022,980 | $498.3M |
| Mackenzie Financial Corp. | 0.61% | Add +1.2% | 4,778,600 | $474.0M |
| Royal Bank of Canada | 0.09% | Reduce -8.7% | 4,633,039 | $459.6M |
| Jane Street Group, LLC | 0.72% | Add +142.7% | 4,445,428 | $441.0M |
| D.A. Davidson & Co. | 3.09% | Reduce -0.4% | 4,417,779 | $438.2M |
| Balentine LLC | 16.73% | Reduce -1.9% | 4,330,816 | $429.6M |
| Constellation Investments, Inc. | 19.03% | No change | 4,148,929 | $411.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 2.09% | Add +1.0% | 3,987,632 | $395.6M |
| Nisa Investment Advisors, LLC | 1.78% | New | 3,987,632 | $395.6M |
| Citigroup Inc. | 0.25% | Add +2.8% | 3,549,464 | $352.1M |
| Cambridge Associates LLC /Ma/ | 7.52% | Add +276.2% | 3,440,357 | $341.3M |
| SageView Advisory Group, LLC | 12.31% | Reduce -2.4% | 3,311,083 | $325.5M |
| Prime Capital Investment Advisors, LLC | 4.21% | Add +52.4% | 3,199,109 | $317.4M |
| SigFig Wealth Management, LLC | 10.32% | Add +2.0% | 3,155,331 | $311.7M |
| Simplify Asset Management Inc. | 18.69% | Add +2.0% | 3,109,340 | $308.4M |
| Vantagepoint Investment Advisers LLC | 29.63% | Reduce -19.5% | 2,977,718 | $295.4M |
| Janus Henderson Group PLC | 0.14% | Reduce -4.0% | 2,960,827 | $293.7M |
| Mason Street Advisors, LLC | 32.42% | Add +9.7% | 2,792,394 | $277.0M |
| South Dakota Investment Council | 5.31% | Reduce -5.3% | 2,790,935 | $276.9M |
| &partners | 2.00% | Add +32.8% | 2,621,743 | $261.1M |
| Alliancebernstein L.P. | 0.08% | Reduce -0.3% | 2,562,997 | $254.2M |
| Dynasty Wealth Management, LLC | 4.17% | Reduce -1.0% | 2,466,758 | $244.7M |
| Bank of Montreal | 0.12% | Add +45.1% | 2,397,183 | $237.8M |
| EP Wealth Advisors, LLC | 1.55% | Add +1.1% | 2,370,636 | $235.2M |
| Factory Mutual Insurance Co. | 2.44% | Reduce -57.4% | 2,253,600 | $223.6M |
| Blue Trust, Inc. | 2.60% | Reduce -1.7% | 2,218,495 | $220.1M |
| HighTower Advisors, LLC | 0.27% | Add +5.8% | 2,131,014 | $211.4M |
| Lockheed Martin Investment Management Co. | 7.49% | Add +458.2% | 2,065,000 | $204.8M |
| Quotient Wealth Partners, LLC | 6.02% | Add +2.3% | 2,063,134 | $204.7M |
| O'shaughnessy Asset Management, LLC | 1.35% | Add +14.0% | 2,001,439 | $198.5M |
| Stairway Partners, LLC | 11.10% | Reduce -3.4% | 1,972,835 | $195.7M |
| Commonwealth Equity Services, LLC | 0.25% | Reduce -15.8% | 1,920,386 | $190.5M |
| Disciplina Capital Management LLC | 23.92% | Reduce -9.1% | 1,907,915 | $189.3M |
| Osaic Holdings, Inc. | 0.32% | Add +8.0% | 1,797,043 | $178.3M |
| Axxcess Wealth Management, LLC | 4.17% | Add +2.4% | 1,749,580 | $173.6M |
| Charter Oak Capital Management, LLC | 14.30% | Add +2.4% | 1,706,856 | $169.3M |
| Comerica Bank | 0.62% | Add +144.6% | 1,609,970 | $159.7M |
| Kingsview Wealth Management, LLC | 2.68% | Add +25.0% | 1,594,509 | $158.2M |
| Capital Asset Advisory Services LLC | 7.38% | Add +0.8% | 1,596,618 | $157.7M |
| Cahaba Wealth Management, Inc. | 11.90% | Reduce -0.7% | 1,543,357 | $153.1M |
| Vestmark Advisory Solutions, Inc. | 2.20% | Add +390.8% | 1,537,274 | $152.5M |
| Destination Wealth Management | 4.25% | Add +1.0% | 1,459,869 | $144.8M |
| Forvis Mazars Wealth Advisors, LLC | 3.03% | Add +1.8% | 1,416,506 | $140.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.32% | No change | 1,413,455 | $140.2M |
| MML Investors Services, LLC | 0.39% | Reduce -11.3% | 1,371,172 | $136.0M |
| Wesbanco Bank Inc. | 3.93% | Add +2.2% | 1,334,404 | $132.4M |
| Exchange Traded Concepts, LLC | 1.66% | New | 1,310,076 | $130.0M |
| Rebalance, LLC | 8.76% | Add +0.2% | 1,298,969 | $128.9M |
| Trajan Wealth LLC | 6.25% | Add +3.5% | 1,288,686 | $127.8M |
| Cambridge Investment Research Advisors, Inc. | 0.37% | Add +5.4% | 1,239,231 | $122.9M |
| Steward Partners Investment Advisory, LLC | 0.96% | Add +8.2% | 1,237,908 | $122.8M |
| Principal Securities, Inc. | 2.25% | Add +14.7% | 1,207,095 | $119.7M |
| Sumitomo Mitsui Financial Group, Inc. | 1.95% | Add +6.2% | 1,202,110 | $119.2M |
| Howard Capital Management, LLC | 1.69% | Reduce -7.5% | 1,135,587 | $112.7M |
| Fisher Asset Management | 0.04% | Add +7.3% | 1,123,639 | $111.5M |
| Mill Creek Capital Advisors, LLC | 2.42% | Reduce -10.1% | 1,101,388 | $109.3M |
| GenTrust, LLC | 5.12% | Reduce -15.6% | 1,095,504 | $108.7M |
| Ritholtz Wealth Management | 2.35% | Add +6.9% | 1,072,288 | $106.4M |
| Janney Montgomery Scott LLC | 0.28% | Add +60.6% | 1,064,449 | $105.6M |
| Sagespring Wealth Partners, LLC | 2.26% | Add +0.0% | 24,538,059 | $105.1M |
| Crestwood Advisors Group, LLC | 1.87% | Add +3.4% | 1,054,561 | $104.6M |
| HSBC Holdings PLC | 0.07% | Reduce -1.2% | 1,023,329 | $101.5M |
| Graves Light Lenhart Wealth, Inc. | 11.93% | Add +1.3% | 1,010,986 | $100.3M |
| Country Trust Bank | 2.25% | Reduce -14.4% | 1,009,815 | $100.2M |
| Beacon Pointe Advisors, LLC | 1.04% | Add +7.9% | 1,000,054 | $99.2M |
| BNP Paribas Financial Markets | 0.08% | Add +3.6% | 998,365 | $99.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.06% | No change | 992,594 | $98.5M |
| Keybank National Association | 0.36% | Add +1.5% | 988,788 | $98.1M |
| Center for Financial Planning, Inc. | 10.97% | Add +1.1% | 964,448 | $95.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.33% | Add +25.3% | 959,866 | $95.2M |
| Focus Partners Wealth | 0.20% | Add +18.0% | 949,763 | $94.2M |
| National Philanthropic Trust | 1.25% | Add +8.1% | 939,288 | $93.2M |
| Orion Porfolio Solutions, LLC | 0.79% | Add +26.5% | 930,317 | $92.3M |
| Corient Private Wealth LP | 0.12% | Reduce -53.2% | 927,151 | $92.0M |
| Trustmark Bank Trust Department | 6.30% | Reduce -24.1% | 919,348 | $91.2M |
| Tidal Investments LLC | 0.59% | Reduce -7.2% | 911,028 | $90.1M |
| 1832 Asset Management L.P. | 0.16% | Add +4.2% | 906,244 | $89.9M |
| Victory Capital Management Inc. | 0.06% | Add +102.0% | 904,310 | $89.7M |
| Coldstream Capital Management Inc. | 1.44% | Add +262.5% | 884,376 | $87.7M |
| Baker Avenue Asset Management, LP | 2.46% | Add +2.0% | 872,234 | $86.5M |
| Metropolitan Life Insurance Co | 25.65% | Add +87.8% | 865,233 | $85.8M |
| Gerber Kawasaki Wealth & Investment Management | 3.26% | Add +0.4% | 850,718 | $84.4M |
| Allspring Global Investments Holdings, LLC | 0.14% | Reduce -30.6% | 831,431 | $82.5M |
| NewEdge Advisors, LLC | 0.42% | Add +5.4% | 828,890 | $82.2M |
| Meridian Wealth Partners, LLC | 11.85% | Add +7.2% | 824,036 | $81.7M |
| FORM Wealth Advisors, LLC | 9.80% | Reduce -12.2% | 816,303 | $81.0M |
| Steele Capital Management, Inc. | 3.86% | Add +0.8% | 810,494 | $80.4M |
| Voya Investment Management LLC | 0.09% | Add +3.8% | 799,931 | $79.4M |
| Rational Advisors, Inc. | 7.88% | Reduce -4.0% | 765,073 | $75.9M |
| Zacks Investment Management | 0.65% | Reduce -2.3% | 761,767 | $75.6M |
| Alerus Financial NA | 5.29% | Reduce -4.1% | 740,794 | $73.5M |
| PDS Planning, Inc | 5.47% | Add +5.5% | 739,526 | $73.4M |
| T. Rowe Price Associates Inc. | 0.01% | Add +2.5% | 738,330 | $73.2M |
| Old National Bancorp | 1.30% | Add +4026.2% | 738,097 | $73.2M |
| Juniper Hill Capital Management LP | 17.81% | No change | 736,489 | $73.1M |
| Affiance Financial, LLC | 14.81% | Add +12.6% | 734,676 | $72.9M |
| Evoke Wealth, LLC | 1.67% | Reduce -6.3% | 715,708 | $71.0M |
| iA Global Asset Management Inc. | 1.07% | Reduce -5.8% | 715,569 | $71.0M |
| United Capital Financial Advisors, LLC | 0.57% | Reduce -5.8% | 710,584 | $70.5M |
| Brookstone Capital Management | 0.91% | Reduce -2.2% | 697,093 | $69.2M |
| Franklin Resources Inc. | 0.02% | Add +0.6% | 694,167 | $68.9M |
| Freestone Capital Holdings, LLC | 2.34% | Add +3.9% | 692,660 | $68.7M |
| Hantz Financial Services, Inc. | 1.11% | Add +37.2% | 689,535 | $68.4M |
| Professional Financial Advisors, LLC | 15.54% | Add +1.0% | 675,358 | $67.0M |
| Charles Schwab Trust Co | 5.01% | Add +0.2% | 672,520 | $66.7M |
| Bouchey Financial Group, Ltd. | 5.51% | Add +22.5% | 667,768 | $66.2M |
| BLB&B Advisors, LLC | 3.09% | Add +4.7% | 667,470 | $66.2M |
| Cwm, LLC | 0.23% | Add +9.0% | 658,440 | $65.3M |
| Fifth Third Bancorp | 0.23% | Reduce -1.6% | 657,805 | $65.3M |
| First Citizens Asset Management, Inc. | 23.08% | Reduce -0.6% | 656,151 | $65.1M |
| Sand Hill Global Advisors, LLC | 2.38% | Add +2.4% | 647,256 | $64.2M |
| McKinley Carter Wealth Services, Inc. | 3.55% | Add +2.5% | 643,508 | $63.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.16% | Add +5.1% | 2,599,863 | $63.7M |
| Trust Co | 7.18% | Add +0.5% | 641,130 | $63.6M |
| Westerkirk Capital Inc. | 7.58% | — | 619,500 | $61.5M |
| SVB Wealth LLC | 3.28% | New | 616,915 | $61.2M |
| Kestra Private Wealth Services, LLC | 0.88% | Reduce -3.9% | 612,978 | $60.8M |
| Efficient Advisors, LLC | 3.59% | Reduce -0.4% | 607,264 | $60.2M |
| Ellenbecker Investment Group | 9.60% | Add +16.8% | 598,277 | $59.3M |
| Summit Global Investments | 3.49% | Add +3.2% | 596,703 | $59.2M |
| Bar Harbor Wealth Management | 3.78% | Reduce -0.2% | 595,678 | $59.1M |
| JFS Wealth Advisors, LLC | 3.76% | Add +1.5% | 594,977 | $59.0M |
| Lido Advisors, LLC | 0.31% | Add +7.7% | 587,842 | $58.3M |
| Wealthspire Retirement, LLC | 3.85% | Reduce -11.3% | 587,756 | $58.3M |
| Zions Bancorporation, National Association | 2.98% | Add +14.1% | 560,320 | $55.6M |
| M&T Bank Corp | 0.19% | Reduce -8.2% | 558,748 | $55.4M |
| Cornerstone Wealth Group, LLC | 4.14% | Add +13.8% | 555,983 | $55.2M |
| Wilmington Savings Fund Society, FSB | 0.98% | Reduce -23.9% | 555,900 | $55.1M |
| Park Avenue Securities LLC | 0.51% | Reduce -0.6% | 553,973 | $55.0M |
| Sunflower Bank, N.A. | 13.87% | Add +6.1% | 553,090 | $54.9M |
| New York Life Investment Management LLC | 0.51% | Add +11.4% | 552,328 | $54.8M |
| Lowe Brockenbrough & Co. Inc. | 3.02% | Add +208.1% | 541,281 | $53.7M |
| Rock Creek Group LLC | 6.21% | Reduce -37.8% | 534,194 | $53.0M |
| Bell Bank | 2.45% | Reduce -3.9% | 529,906 | $52.6M |
| Adaptive Financial Consulting, LLC | 21.65% | Reduce -1.1% | 522,645 | $51.8M |
| Chaney Capital Management, Inc. | 20.10% | Add +15.8% | 516,514 | $51.2M |
| P/E Global LLC | 10.58% | Add +8.2% | 513,048 | $50.9M |
| Kestra Advisory Services, LLC | 0.25% | Add +38.1% | 512,529 | $50.8M |
| Bricktown Capital, LLC | 9.00% | Add +1.5% | 501,092 | $49.7M |
| Prentice Wealth Management LLC | 12.97% | Add +31.7% | 497,468 | $49.3M |
| Focus Financial Network, Inc. | 1.95% | Reduce -22.8% | 496,895 | $49.3M |
| Mascoma Wealth Management LLC | 11.27% | Add +3.0% | 489,256 | $48.5M |
| Liquid Strategies, LLC | 10.51% | Reduce -5.4% | 484,860 | $48.1M |
| Stamos Capital Partners, L.P. | 8.62% | Reduce -26.4% | 484,432 | $48.1M |
| GoalFusion Wealth Management, LLC | 24.64% | Add +2.0% | 483,280 | $47.9M |
| Wealthspire Advisors, LLC | 0.27% | Reduce -9.8% | 478,908 | $47.5M |
| Cullen/Frost Bankers, Inc. | 0.58% | Add +6.5% | 468,528 | $46.5M |
| First Horizon Advisors, Inc. | 1.19% | Add +4.2% | 462,544 | $45.9M |
| NEOS Investment Management LLC | 0.57% | Add +11.6% | 463,415 | $45.8M |
| 1607 Capital Partners, LLC | 3.68% | Reduce -21.5% | 457,945 | $45.4M |
| Walker Financial Services, Inc. | 20.64% | Add +5.8% | 457,781 | $45.4M |
| Old Mission Capital LLC | 1.20% | Reduce -44.2% | 455,627 | $45.2M |
| Mather Group, Llc. | 0.48% | Add +9.7% | 455,368 | $45.2M |
| Allworth Financial LP | 0.21% | Add +6.6% | 447,869 | $44.4M |
| JT Stratford LLC | 6.64% | Add +5.4% | 440,414 | $43.7M |
| Scotia Capital Inc. | 0.20% | Add +58.0% | 436,900 | $43.3M |
| Verger Capital Management LLC | 16.98% | Add +2.0% | 434,889 | $43.1M |
| Buck Wealth Strategies, LLC | 6.57% | Add +5.8% | 434,865 | $43.1M |
| Private Advisor Group, LLC | 0.23% | Add +7.4% | 430,836 | $42.7M |
| Full Sail Capital, LLC | 2.46% | Add +5.1% | 429,245 | $42.6M |
| Baird Financial Group, Inc. | 0.07% | Reduce -0.0% | 428,982 | $42.6M |
| Gridiron Partners, LLC | 26.20% | Add +4.7% | 425,625 | $42.2M |
| Vicus Capital | 3.49% | Add +1.3% | 423,355 | $42.0M |
| Keel Point, LLC | 2.76% | Add +1.5% | 420,922 | $41.8M |
| MTC Wealth Management LLC | 19.94% | Reduce -3.2% | 418,264 | $41.5M |
| NorthCoast Asset Management LLC | 0.18% | Add +272.2% | 417,263 | $41.4M |
| Twele Capital Management, Inc. | 8.19% | Add +5.2% | 416,153 | $41.3M |
| TD Private Client Wealth LLC | 1.01% | Add +3.3% | 414,305 | $41.1M |
| Amarillo National Bank | 7.60% | Reduce -19.2% | 412,232 | $40.9M |
| DB Fitzpatrick & Co, Inc | 36.20% | Add +2.0% | 411,337 | $40.8M |
| Ascent Group, LLC | 1.59% | Add +9.3% | 411,008 | $40.8M |
| CIBC Private Wealth Group LLC | 0.07% | Reduce -0.4% | 409,417 | $40.6M |
| Passaic Partners LLC | 4.91% | Add +38.6% | 408,903 | $40.6M |
| Abound Wealth Management | 11.37% | Add +4.3% | 405,627 | $40.2M |
| Equitable Holdings, Inc. | 0.33% | Add +1.8% | 403,906 | $40.1M |
| Connable Office Inc. | 3.94% | Add +42.7% | 401,098 | $39.8M |
| Single Point Partners, LLC | 8.68% | Add +2.1% | 414,026 | $39.7M |
| Wealthcare Advisory Partners LLC | 0.90% | Add +6.1% | 399,185 | $39.6M |
| Legacy Financial Strategies, LLC | 7.77% | Add +0.5% | 399,164 | $39.6M |
| Arbor Investment Advisors, LLC | 5.07% | Add +1.0% | 399,132 | $39.6M |
| Summit Trail Advisors, LLC | 0.68% | New | 397,534 | $39.4M |
| Acorn Financial Advisory Services Inc. | 6.37% | Add +2.7% | 391,858 | $38.9M |
| Fort Point Capital Partners LLC | 3.88% | Add +3.2% | 390,114 | $38.7M |
| Bristlecone Advisors, LLC | 3.25% | Reduce -5.9% | 389,736 | $38.7M |
| Arax Advisory Partners | 1.77% | Add +4.5% | 382,859 | $38.4M |
| Robertson Stephens Wealth Management, LLC | 1.32% | Add +2.0% | 385,184 | $38.2M |
| First Washington CORP | 12.27% | No change | 383,767 | $38.1M |
| Global Retirement Partners, LLC | 0.94% | — | 383,088 | $38.0M |
| Rhumbline Advisers | 0.03% | Reduce -30.0% | 382,337 | $37.9M |
| eCIO, Inc. | 15.98% | Add +3.4% | 381,936 | $37.9M |
| Brave Asset Management Inc. | 10.25% | New | 379,283 | $37.6M |
| Prosperity Consulting Group, LLC | 2.74% | Reduce -4.9% | 378,434 | $37.5M |
| Fulton Breakefield Broenniman LLC | 2.53% | Reduce -0.0% | 377,482 | $37.4M |
| Tandem Wealth Advisors LLC | 18.36% | Reduce -5.4% | 374,285 | $37.1M |
| Flagship Harbor Advisors, LLC | 1.75% | Add +10.1% | 373,265 | $37.0M |
| Financial Engines Advisors L.L.C. | 0.07% | Add +121.5% | 370,441 | $36.7M |
| Cornerstone Management, Inc. | 6.37% | Add +0.2% | 369,384 | $36.6M |
| Provenance Wealth Advisors, LLC | 5.22% | Add +2.2% | 365,986 | $36.3M |
| First Foundation Advisors | 1.33% | Reduce -0.5% | 361,547 | $35.9M |
| Pinnacle Financial Partners Inc | 0.75% | Add +57.0% | 361,007 | $35.8M |
| Composition Wealth, LLC | 0.60% | Add +14.3% | 358,901 | $35.6M |
| Baron Silver Stevens Financial Advisors, LLC | 5.70% | Add +3.7% | 358,649 | $35.6M |
| First Business Financial Services, Inc. | 3.19% | Reduce -6.0% | 356,904 | $35.4M |
| Thrivent Financial for Lutherans | 0.08% | Reduce -61.0% | 356,438 | $35.4M |
| Gotham Asset Management | 0.21% | Add +52.6% | 354,774 | $35.2M |
| MAI Capital Management | 0.24% | Add +8.6% | 353,400 | $35.1M |
| Boyd Wealth Management, LLC | 15.10% | Reduce -3.6% | 351,574 | $34.9M |
| Tectonic Advisors LLC | 2.02% | Add +1.4% | 350,499 | $34.8M |
| Ameritas Investment Partners, Inc. | 1.08% | Reduce -4.8% | 345,872 | $34.3M |
| Strategic Investment Management, LLC | 18.34% | Add +0.2% | 345,050 | $34.2M |
| Bokf, NA | 0.54% | Reduce -0.9% | 334,015 | $33.1M |
| Koss-Olinger Consulting, LLC | 2.72% | Reduce -3.0% | 333,891 | $33.1M |
| Beirne Wealth Consulting Services, LLC | 10.73% | Reduce -27.7% | 333,656 | $33.1M |
| LVZ, Inc. | 3.96% | Add +0.7% | 332,569 | $33.0M |
| Assetmark, Inc. | 0.08% | Reduce -51.1% | 332,131 | $32.9M |
| First Merchants Corp. | 1.27% | Reduce -5.3% | 331,822 | $32.9M |
| Bright Financial Advisors, Inc. | 18.17% | Add +0.8% | 330,018 | $32.7M |
| Dakota Wealth Management | 0.69% | Add +11.6% | 329,260 | $32.7M |
| Smithfield Trust Co | 1.51% | Add +4.2% | 323,173 | $32.0M |
| Black Diamond Financial, LLC | 4.97% | Reduce -11.6% | 322,654 | $32.0M |
| Principal Financial Group Inc. | 0.02% | Add +95.8% | 317,144 | $31.5M |
| United Bank | 3.73% | Add +0.3% | 313,812 | $31.1M |
| Savvy Advisors, Inc. | 2.06% | Add +523.5% | 311,642 | $30.9M |
| Towercrest Capital Management | 5.46% | Reduce -1.3% | 308,652 | $30.6M |
| AdvisorNet Financial, Inc | 1.95% | Add +4.8% | 304,871 | $30.2M |
| Great Valley Advisor Group, Inc. | 0.66% | Reduce -12.7% | 301,681 | $29.9M |
| Unique Wealth, LLC | 4.77% | Add +3.3% | 298,023 | $29.6M |
| ETF Portfolio Partners, Inc. | 8.17% | Reduce -0.8% | 297,039 | $29.5M |
| Common Fund for Nonprofit Organizations | 3.04% | Add +43.2% | 296,732 | $29.4M |
| First Bank & Trust | 5.21% | Add +6.3% | 294,184 | $29.2M |
| Perigon Wealth Management, LLC | 0.68% | Add +9.9% | 294,142 | $29.2M |
| Spire Wealth Management | 1.04% | Reduce -12.1% | 294,737 | $29.1M |
| Fairview Capital Investment Management, LLC | 1.49% | Reduce -1.0% | 290,772 | $28.8M |
| Hancock Whitney Corp. | 0.55% | Add +3.6% | 289,290 | $28.7M |
| Waverly Advisors, LLC | 0.31% | Reduce -3.0% | 288,079 | $28.6M |
| Onyx Bridge Wealth Group LLC | 3.77% | Add +31.0% | 287,208 | $28.5M |
| Tanager Wealth Management LLP | 3.35% | Reduce -17.1% | 286,016 | $28.4M |
| Aspiriant, LLC | 0.90% | Add +125.9% | 285,460 | $28.3M |
| Grey Fox Wealth Advisors, LLC | 6.69% | Reduce -2.1% | 282,786 | $28.1M |
| World Investment Advisors | 0.64% | Add +6.1% | 282,254 | $28.0M |
| Syon Capital LLC | 1.85% | Add +24.6% | 281,602 | $27.9M |
| Concurrent Investment Advisors, LLC | 0.54% | Add +20.0% | 280,968 | $27.9M |
| GP Brinson Investments LLC | 11.87% | No change | 280,650 | $27.8M |
| Sanctuary Advisors, LLC | 0.17% | Add +1.9% | 280,125 | $27.8M |
| Lineweaver Wealth Advisors, LLC | 4.36% | Add +7.5% | 278,026 | $27.6M |
| Fort Henry Capital, LLC | 18.48% | Add +0.6% | 277,071 | $27.5M |
| Parkside Advisors LLC | 5.95% | Add +1.8% | 272,892 | $27.1M |
| TD Capital Management LLC | 2.55% | Reduce -1.6% | 272,763 | $27.1M |
| Phillips Financial Management, LLC | 1.96% | Reduce -1.5% | 272,588 | $27.0M |
| Capital Insight Partners, LLC | 4.68% | Reduce -10.3% | 271,216 | $26.9M |
| Beacon Investment Advisory Services, Inc. | 1.18% | Add +9.9% | 269,276 | $26.7M |
| Legacy Private Trust Co. | 1.72% | Reduce -8.2% | 268,186 | $26.6M |
| Man Group plc | 0.06% | Reduce -14.3% | 267,641 | $26.5M |
| Founders Financial Securities LLC | 2.02% | Reduce -1.8% | 267,599 | $26.5M |
| Northwestern Mutual Investment Management Company, LLC | 0.40% | Reduce -10.9% | 264,844 | $26.3M |
| Wrapmanager Inc. | 6.38% | Add +10.0% | 263,990 | $26.2M |
| Brown Advisory Inc. | 0.03% | Add +27.1% | 263,824 | $26.2M |
| Hudson Capital Management LLC | 7.65% | Reduce -1.6% | 263,175 | $26.1M |
| Fiduciary Group, LLC | 2.40% | Add +11.3% | 257,135 | $25.5M |
| Regions Financial Corp. | 0.18% | Add +1.0% | 256,714 | $25.5M |
| Golden State Wealth Management, LLC | 3.10% | Add +4.0% | 256,641 | $25.5M |
| Horizon Investments, LLC | 0.40% | Add +2.8% | 256,849 | $25.3M |
| Heartwood Wealth Advisors LLC | 2.64% | Reduce -0.3% | 255,051 | $25.3M |
| MV Capital Management, Inc. | 2.58% | Reduce -1.5% | 253,204 | $25.1M |
| Visionary Wealth Advisors | 1.28% | Add +8.2% | 253,014 | $25.1M |
| Caliber Wealth Management, LLC / KS | 2.69% | Add +140.2% | 252,082 | $25.0M |
| Octavia Wealth Advisors, LLC | 2.82% | Add +2.4% | 250,056 | $24.8M |
| Eley Financial Management, Inc | 9.47% | Reduce -0.7% | 248,740 | $24.7M |
| Parallel Advisors, LLC | 0.49% | Reduce -0.1% | 247,071 | $24.5M |
| NewEdge Wealth, LLC | 0.38% | Add +5.6% | 246,991 | $24.5M |
| BayBridge Capital Group, LLC | 15.68% | Add +1.0% | 246,272 | $24.4M |
| Bank of Hawaii | 1.28% | Add +2.6% | 245,154 | $24.3M |
| Galvin, Gaustad & Stein, LLC | 2.12% | Reduce -7.6% | 245,113 | $24.3M |
| Pure Financial Advisors, LLC | 0.43% | Add +4.1% | 245,076 | $24.3M |
| Madison Asset Management, LLC | 0.26% | Add +2.1% | 242,014 | $24.0M |
| Marquette Asset Management, LLC | 4.02% | Reduce -27.3% | 241,866 | $24.0M |
| Summit Financial, LLC | 0.54% | Reduce -2.4% | 241,108 | $23.9M |
| Financial Designs Corp | 14.52% | Reduce -0.5% | 238,714 | $23.7M |
| Matrix Trust Co | 3.77% | Add +1.4% | 238,708 | $23.7M |
| DT Investment Partners, LLC | 2.12% | Reduce -4.8% | 238,300 | $23.6M |
| Citadel Advisors | 0.02% | Reduce -83.0% | 237,808 | $23.6M |
| Cresset Asset Management, LLC | 0.12% | Reduce -11.6% | 235,074 | $23.3M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -14.7% | 223,656 | $23.1M |
| Catalyst Financial Partners LLC | 2.53% | Add +17.6% | 233,324 | $23.1M |
| Cultivar Capital, Inc. | 16.59% | Add +1.4% | 231,361 | $23.0M |
| Snider Financial Group | 6.57% | Add +2.6% | 229,649 | $22.8M |
| Verdence Capital Advisors LLC | 1.55% | Add +4.9% | 228,714 | $22.7M |
| SBI Securities Co., Ltd. | 0.64% | Reduce -4.2% | 225,957 | $22.4M |
| Compound Planning, Inc. | 0.83% | Add +9.2% | 222,163 | $22.0M |
| Earned Wealth Advisors, LLC | 4.27% | Add +30.3% | 219,780 | $21.8M |
| Main Street Financial Solutions, LLC | 1.58% | Add +2.4% | 219,635 | $21.8M |
| Zhang Financial LLC | 1.00% | Add +51.2% | 219,467 | $21.8M |
| Clearstead Advisors, LLC | 0.31% | Reduce -1.3% | 219,459 | $21.8M |
| TCI Wealth Advisors, Inc. | 1.49% | Reduce -2.3% | 219,114 | $21.7M |
| Farther Finance Advisors, LLC | 0.43% | Add +7.0% | 218,741 | $21.7M |
| Advisory Services Network, LLC | 0.35% | Reduce -6.2% | 219,448 | $21.6M |
| Chemung Canal Trust Co. | 4.51% | Reduce -5.3% | 216,495 | $21.5M |
| Hudock, Inc. | 3.44% | Add +1.6% | 215,744 | $21.4M |
| Blue Oak Capital, LLC | 11.24% | Add +69.3% | 215,692 | $21.4M |
| Lutz Financial Services LLC | 1.66% | Reduce -0.7% | 215,551 | $21.4M |
| Valmark Advisers, Inc. | 0.30% | Reduce -1.0% | 214,337 | $21.3M |
| Berger Financial Group, Inc | 1.38% | Add +0.1% | 214,314 | $21.3M |
| First Hawaiian Bank | 2.85% | Reduce -0.9% | 211,536 | $21.0M |
| Western Asset Management Company, LLC | 49.78% | New | 208,047 | $20.6M |
| Colton Groome Financial Advisors, LLC | 6.99% | Add +9.5% | 207,975 | $20.6M |
| Red Cedar Investment Management, LLC | 2.57% | Add +403.1% | 205,493 | $20.4M |
| Sowell Financial Services LLC | 0.83% | Reduce -1.6% | 204,498 | $20.3M |
| Integrated Wealth Concepts LLC | 0.20% | Reduce -1.8% | 204,249 | $20.3M |
| Ted Buchan & Co | 7.92% | Add +4.1% | 200,738 | $19.9M |
| Summit Wealth Partners, LLC | 3.80% | Reduce -14.6% | 200,667 | $19.9M |
| Garde Capital, Inc. | 1.06% | Reduce -2.6% | 199,855 | $19.8M |
| Ballast Advisors LLC | 5.78% | Add +3.5% | 197,829 | $19.6M |
| Modera Wealth Management, LLC | 0.24% | Reduce -2.9% | 195,958 | $19.4M |
| Souders Financial Advisors | 2.47% | Add +1.0% | 195,848 | $19.4M |
| Regimen Wealth, LLC | 5.99% | Add +3.9% | 194,312 | $19.3M |
| Freedom Investment Management, Inc. | 1.53% | Add +0.1% | 192,852 | $19.1M |
| Signal Advisors Wealth, LLC | 1.49% | Reduce -20.4% | 192,483 | $19.1M |
| Patriot Investment Management Group, Inc. | 1.32% | Reduce -0.6% | 192,482 | $19.1M |
| Foguth Wealth Management, LLC. | 4.08% | Reduce -20.3% | 192,114 | $19.1M |
| Elm Partners Management LLC | 1.09% | Reduce -21.9% | 189,411 | $18.8M |
| Tiemann Investment Advisors, LLC | 7.62% | Add +8.0% | 187,409 | $18.6M |
| Level Four Advisory Services, LLC | 0.68% | Reduce -18.0% | 187,313 | $18.6M |
| Kelly Financial Group LLC | 5.33% | Add +5.9% | 185,781 | $18.4M |
| Fund Evaluation Group, LLC | 0.71% | Reduce -12.1% | 185,506 | $18.4M |
| NorthCrest Asset Manangement, LLC | 0.49% | Add +0.9% | 186,441 | $18.4M |
| Atria Wealth Solutions, Inc. | 0.41% | Reduce -33.6% | 184,372 | $18.2M |
| Atria Investments, Inc | 0.21% | Add +105.8% | 183,506 | $18.2M |
| Integrity Alliance, Llc. | 0.99% | Reduce -33.9% | 182,902 | $18.1M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.49% | Add +36.6% | 182,864 | $18.1M |
| Texas Capital Bank Wealth Management Services Inc | 1.68% | Add +10.0% | 181,763 | $18.0M |
| Sheridan Capital Management, LLC | 12.42% | Add +0.2% | 181,491 | $18.0M |
| Insight 2811, Inc. | 8.46% | Add +8.4% | 180,113 | $17.9M |
| Vise Technologies, Inc. | 0.74% | — | 179,963 | $17.9M |
| Diversified Trust Co. | 0.39% | Reduce -1.3% | 176,789 | $17.5M |
| Stephens Inc. | 0.24% | Add +100.6% | 176,258 | $17.5M |
| Stratos Wealth Partners, LTD. | 0.24% | Reduce -0.3% | 176,204 | $17.5M |
| Retirement Capital Strategies | 6.90% | Add +74.6% | 175,616 | $17.4M |
| Genus Capital Management Inc. | 2.23% | Add +0.6% | 175,340 | $17.4M |
| Sigma Planning Corp | 0.52% | Reduce -2.8% | 173,576 | $17.2M |
| Florida Trust Wealth Management Co | 0.53% | Add +7.2% | 173,486 | $17.2M |
| CW Advisors, LLC | 0.17% | Add +83.4% | 172,567 | $17.1M |
| Omega Financial Group, LLC | 6.12% | Add +1.6% | 171,125 | $17.0M |
| Joel Adams & Associates, Inc. | 14.87% | Add +3.9% | 169,319 | $16.8M |
| Cordgrass Capital Advisors, LLC | 4.53% | Reduce -0.3% | 169,150 | $16.8M |
| Ameliora Wealth Management Ltd. | 5.90% | Reduce -25.3% | 166,322 | $16.5M |
| Tower Research Capital LLC (TRC) | 0.44% | Add +1637.4% | 165,630 | $16.4M |
| Stratos Wealth Advisors, LLC | 0.87% | Reduce -7.2% | 165,545 | $16.4M |
| SCS Capital Management LLC | 0.18% | Reduce -4.5% | 165,008 | $16.4M |
| Financial Partners Group, Inc | 2.26% | New | 164,957 | $16.4M |
| Ally Invest Advisors Inc. | 1.26% | Add +5.5% | 163,385 | $16.2M |
| Schroder Investment Management Group | 0.01% | Add +3.1% | 163,852 | $16.2M |
| Alpha Financial Partners LLC | 11.65% | Add +0.9% | 163,050 | $16.2M |
| Natixis Advisors, LLC | 0.03% | Add +18.6% | 162,651 | $16.1M |
| Bartlett & Co. Wealth Management LLC | 0.22% | Reduce -3.3% | 161,876 | $16.1M |
| James J. Burns & Company, LLC | 2.61% | Add +5.4% | 161,365 | $16.0M |
| Choreo, LLC | 0.22% | Reduce -5.8% | 161,161 | $16.0M |
| Chesapeake Wealth Management | 5.32% | Reduce -0.2% | 160,893 | $16.0M |
| WASHINGTON TRUST Co | 0.56% | Reduce -2.7% | 160,478 | $15.9M |
| Oppenheimer Asset Management Inc. | 0.18% | Add +3.3% | 158,959 | $15.8M |
| Diversified Enterprises, LLC | 1.17% | Add +24.1% | 158,250 | $15.7M |
| Watershed Private Wealth LLC | 5.71% | Reduce -5.8% | 158,113 | $15.7M |
| Harbour Investments, Inc. | 0.40% | Add +19.4% | 157,991 | $15.7M |
| Vantage Financial Partners, LLC | 3.62% | Reduce -27.8% | 157,959 | $15.7M |
| Webster Bank, N. A. | 1.61% | Add +2.0% | 157,463 | $15.6M |
| Fiducient Advisors LLC | 1.87% | Add +5.0% | 154,085 | $15.3M |
| Prospera Financial Services Inc | 0.28% | Add +0.6% | 151,777 | $15.1M |
| Silverleafe Capital Partners, LLC | 5.25% | Reduce -3.0% | 151,708 | $15.0M |
| Cercano Management LLC | 0.43% | No change | 151,570 | $15.0M |
| Motive Wealth Advisors | 6.84% | Add +2.2% | 151,521 | $15.0M |
| Providence First Trust Co | 5.30% | Reduce -1.3% | 151,188 | $15.0M |
| Aquire Wealth Advisors, LLC | 4.02% | Add +22.5% | 150,944 | $15.0M |
| Sandy Cove Advisors, LLC | 5.38% | Add +0.8% | 150,060 | $14.9M |
| Financial & Tax Architects, LLC | 3.60% | Reduce -2.6% | 149,546 | $14.8M |
| GPS Wealth Strategies Group, LLC | 1.71% | Reduce -1.5% | 149,335 | $14.8M |
| Eight 31 Financial, LLC | 9.78% | Reduce -7.4% | 149,320 | $14.8M |
| Sequoia Financial Advisors, LLC | 0.10% | Reduce -7.5% | 147,791 | $14.7M |
| Sound Financial Strategies Group, LLC | 12.37% | Reduce -4.1% | 147,450 | $14.6M |
| DSG Capital Advisors, LLC | 2.56% | Add +549.2% | 144,987 | $14.4M |
| Tide Cove Capital Partners LLC | 11.31% | Add +2.2% | 145,324 | $14.3M |
| Brooklyn Investment Group | 1.86% | Add +1303.6% | 142,694 | $14.2M |
| Family Capital Trust Co | 4.89% | Add +1.2% | 142,308 | $14.1M |
| Robinswood Financial LLC | 4.89% | Reduce -0.7% | 139,282 | $13.8M |
| Interactive Financial Advisors, Inc. | 6.72% | Reduce -3.8% | 138,908 | $13.8M |
| Calamos Wealth Management LLC | 0.59% | Add +0.4% | 138,864 | $13.8M |
| Smith & Howard Wealth Management, LLC | 3.49% | Reduce -80.6% | 138,548 | $13.7M |
| FC Advisory LLC | 4.24% | Reduce -0.0% | 138,479 | $13.7M |
| First National Corp. /Ma/ | 2.76% | Add +1672.7% | 138,078 | $13.7M |
| Global Endowment Management, LP | 1.80% | Add +57.6% | 136,465 | $13.5M |
| Fagan Associates, Inc. | 2.09% | Reduce -0.8% | 136,445 | $13.5M |
| Peddock Capital Advisors, LLC | 3.13% | Add +1.7% | 136,268 | $13.5M |
| Money Concepts Capital Corp. | 0.90% | Add +10.7% | 135,889 | $13.5M |
| High Net Worth Advisory Group LLC | 3.57% | Reduce -3.1% | 135,867 | $13.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.23% | Reduce -9.4% | 135,719 | $13.5M |
| Prairieview Wealth Partners, LLC | 13.90% | Add +3.6% | 134,971 | $13.4M |
| Loomis Sayles & Co. L P | 0.02% | Add +6265.9% | 132,411 | $13.1M |
| MIdWestOne Financial Group, Inc. | 1.70% | Add +0.2% | 132,160 | $13.1M |
| Corepath Wealth Partners LLC | 11.03% | Add +3.9% | 132,840 | $13.1M |
| Westwood Holdings Group Inc. | 0.10% | Add +8.1% | 131,825 | $13.1M |
| Benjamin Edwards Inc. | 0.17% | Add +51.1% | 131,671 | $13.1M |
| Commerce Bank | 0.08% | Add +2.9% | 131,580 | $13.1M |
| Easterly Investment Partners LLC | 0.93% | No change | 131,350 | $13.0M |
| rebel Financial LLC | 5.93% | — | 131,214 | $13.0M |
| Twin Focus Capital Partners, LLC | 1.82% | Add +8.4% | 131,094 | $13.0M |
| Clearwater Capital Advisors, LLC | 1.19% | Reduce -7.6% | 130,881 | $13.0M |
| Modern Wealth Management, LLC | 0.32% | Add +5.7% | 130,373 | $12.9M |
| Catalyst Capital Advisors LLC | 0.26% | Add +3.9% | 130,085 | $12.9M |
| Evensky & Katz LLC | 0.79% | Reduce -0.9% | 130,051 | $12.9M |
| Greenwood Capital Associates LLC | 1.60% | Add +1.9% | 129,661 | $12.9M |
| Atlas Private Wealth Advisors | 1.65% | Add +15.5% | 129,565 | $12.9M |
| Freestate Advisors LLC | 11.03% | Add +97.7% | 124,572 | $12.4M |
| NewSquare Capital LLC | 0.91% | Reduce -1.8% | 123,778 | $12.3M |
| Somnio Financial Group, LLC | 8.75% | — | 123,241 | $12.2M |
| J.W. Cole Advisors, Inc. | 0.26% | Add +63.0% | 123,085 | $12.2M |
| Mullooly Asset Management, Inc. | 5.12% | Add +2.5% | 123,071 | $12.2M |
| Richard W. Paul & Associates, LLC | 4.41% | Add +2.3% | 123,041 | $12.2M |
| Arrowroot Family Office, LLC | 5.47% | — | 123,028 | $12.2M |
| Central Bank & Trust Co. | 1.99% | Reduce -11.6% | 122,631 | $12.2M |
| Blair William & Co. | 0.03% | Add +1.0% | 122,455 | $12.1M |
| Colonial Trust Advisors | 0.99% | Add +14.5% | 120,838 | $12.0M |
| LMG Wealth Partners, LLC | 2.46% | Reduce -0.1% | 120,571 | $12.0M |
| IHT Wealth Management, LLC | 0.33% | Add +1.4% | 120,254 | $11.9M |
| Cynosure Group, LLC | 1.35% | Add +8.6% | 120,016 | $11.9M |
| Granite Harbor Advisors, Inc. | 5.56% | Add +0.0% | 119,305 | $11.8M |
| Nwam LLC | 0.68% | Add +4.7% | 119,284 | $11.8M |
| Moneta Group Investment Advisors LLC | 0.14% | Add +0.4% | 118,326 | $11.7M |
| Independent Solutions Wealth Management, LLC | 2.26% | Add +0.3% | 116,650 | $11.6M |
| One Day In July LLC | 1.05% | Add +1.2% | 116,440 | $11.6M |
| HB Wealth Management, LLC | 0.09% | Reduce -20.6% | 116,352 | $11.5M |
| Sharp Wealth Advisory, LLC | 7.42% | Add +16.3% | 115,935 | $11.5M |
| Strategic Financial Partners, Ltd. | 5.32% | Reduce -35.4% | 115,639 | $11.5M |
| Accelerate Investment Advisors LLC | 8.51% | Add +6.4% | 115,334 | $11.4M |
| Blue Barn Wealth, LLC | 5.37% | Add +3.3% | 114,887 | $11.4M |
| TruWealth Advisors, LLC | 0.63% | Add +15.1% | 114,877 | $11.4M |
| McGlone Suttner Wealth Management, Inc. | 1.72% | Add +4.5% | 114,571 | $11.4M |
| Capitolis Liquid Global Markets LLC | 0.08% | Reduce -11.7% | 114,400 | $11.3M |
| HTG Investment Advisors, Inc. | 4.20% | Add +3.5% | 113,727 | $11.3M |
| Rothschild Wealth LLC | 2.76% | Add +12.8% | 113,578 | $11.3M |
| Van Hulzen Asset Management, LLC | 0.94% | Add +1.6% | 113,525 | $11.3M |
| RFP Financial Group LLC | 4.62% | Reduce -1.6% | 112,731 | $11.2M |
| Peak Financial Management, Inc. | 3.18% | Add +1.7% | 112,719 | $11.2M |
| LifePlan Investment Advisors, Inc. | 5.50% | Add +1.1% | 111,656 | $11.1M |
| Exencial Wealth Advisors, LLC | 0.39% | Reduce -6.0% | 111,357 | $11.0M |
| Cibc World Market Inc. | 0.02% | Reduce -1.9% | 111,211 | $11.0M |
| Alliance Wealth Management Group | 2.80% | Reduce -3.1% | 110,969 | $11.0M |
| Addison Advisors LLC | 2.75% | Add +3.7% | 110,957 | $11.0M |
| IFP Advisors, Inc | 0.31% | Add +50.3% | 110,854 | $11.0M |
| Kopp Family Office, LLC | 7.09% | Add +1.2% | 110,380 | $10.9M |
| Citizens Financial Group Inc. | 0.17% | Add +49.5% | 109,760 | $10.9M |
| Carbahal Olsen Financial Services Group, LLC | 9.26% | Add +4.1% | 109,479 | $10.9M |
| High Note Wealth, LLC | 2.47% | Reduce -33.6% | 108,795 | $10.8M |
| Blue Chip Partners, LLC | 0.87% | Reduce -5.1% | 108,209 | $10.7M |
| Geneos Wealth Management Inc. | 0.26% | Add +69.4% | 107,826 | $10.7M |
| Roundview Capital LLC | 0.71% | Reduce -0.5% | 107,423 | $10.7M |
| TCP Asset Management, LLC | 2.11% | Add +2.1% | 107,070 | $10.6M |
| Fifth Third Securities, Inc. | 0.80% | Add +2.0% | 106,915 | $10.6M |
| Smith Shellnut Wilson LLC | 4.59% | Add +0.0% | 106,690 | $10.6M |
| Caldwell Trust Co | 1.06% | Add +5.5% | 106,508 | $10.6M |
| Mutual Advisors, LLC | 0.26% | Reduce -58.0% | 106,420 | $10.5M |
| CVA Family Office, LLC | 1.47% | Add +13.0% | 105,264 | $10.4M |
| Ames National Corp. | 6.73% | Reduce -5.0% | 104,836 | $10.4M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.09% | Reduce -1.6% | 105,028 | $10.4M |
| Oppenheimer & Co. Inc. | 0.14% | Add +10.4% | 104,367 | $10.4M |
| Eagle Strategies LLC | 1.57% | Add +2.4% | 104,053 | $10.3M |
| Oldfather Financial Services, LLC | 3.54% | Add +1.1% | 103,794 | $10.3M |
| Forefront Wealth Partners, LLC | 6.95% | Reduce -7.0% | 104,487 | $10.1M |
| Bowman & Co S.C. | 4.53% | Add +0.3% | 101,993 | $10.1M |
| Synovus Financial Corp. | 0.12% | Reduce -2.0% | 101,732 | $10.1M |
| Blankinship & Foster, LLC | 2.36% | Reduce -7.8% | 101,632 | $10.1M |
| Andina Capital Management, LLC | 7.04% | Reduce -10.9% | 101,307 | $10.0M |
| Cerity Partners OCIO LLC | 0.55% | Add +48.1% | 100,671 | $10.0M |
| Opes Wealth Management LLC | 1.75% | Add +3.8% | 99,531 | $9.9M |
| Ashton Thomas Private Wealth, LLC | 0.35% | Add +84.7% | 99,057 | $9.8M |
| Wescott Financial Advisory Group, LLC | 0.94% | Reduce -1.1% | 99,032 | $9.8M |
| Amtrust Financial Services, Inc. | 3.51% | No change | 98,560 | $9.8M |
| Legacy PCG, LLC | 6.23% | Reduce -7.2% | 98,150 | $9.7M |
| Christopher J. Hasenberg, Inc | 3.56% | Add +1343.3% | 96,628 | $9.6M |
| National Bank of Canada | 0.01% | Reduce -56.4% | 96,540 | $9.6M |
| CFS Investment Advisory Services, LLC | 0.78% | Add +8.0% | 95,559 | $9.5M |
| Addis & Hill, Inc | 6.15% | Add +1.6% | 94,971 | $9.4M |
| Slow Capital, Inc. | 1.15% | Add +0.4% | 94,386 | $9.4M |
| Timonier Family Office, LTD. | 3.50% | Add +15.6% | 94,264 | $9.4M |
| Emergent Wealth Advisors, LLC | 5.86% | Add +5.9% | 90,867 | $9.2M |
| Whittier Trust Co. | 0.11% | Add +39.7% | 92,050 | $9.1M |
| Paloma Partners Management Co | 3.91% | New | 91,629 | $9.1M |
| Capstone Financial Advisors, Inc. | 0.52% | Reduce -5.1% | 90,929 | $9.0M |
| KMG Fiduciary Partners, LLC | 0.67% | Add +10.0% | 90,890 | $9.0M |
| Columbus Macro, LLC | 1.10% | Add +27.1% | 90,745 | $9.0M |
| Avantax Planning Partners, Inc. | 0.28% | Reduce -2.3% | 90,385 | $9.0M |
| Vernal Point Advisors, LLC | 5.22% | Reduce -10.6% | 90,275 | $9.0M |
| Long Run Wealth Advisors, LLC | 1.87% | Add +2.1% | 89,731 | $8.9M |
| FDx Advisors, Inc. | 2.71% | Reduce -2.1% | 89,528 | $8.9M |
| Cosner Financial Group, LLC | 4.91% | Add +12.4% | 88,874 | $8.8M |
| BCS Wealth Management | 1.88% | Add +20.9% | 88,260 | $8.8M |
| Crabel Capital Management, LLC | 5.32% | Add +45.4% | 87,581 | $8.7M |
| Summit Asset Management, LLC | 1.41% | Add +1.3% | 87,231 | $8.7M |
| Firestone Capital Management | 2.02% | Reduce -3.4% | 86,648 | $8.6M |
| Merit Financial Group, LLC | 0.10% | Add +27.5% | 86,478 | $8.6M |
| NorthLanding Financial Partners, LLC | 7.59% | Add +1.1% | 86,451 | $8.6M |
| Colonial Trust Co / SC | 1.25% | Add +14.4% | 86,437 | $8.6M |
| Aventus Investment Advisors, Inc. | 7.70% | — | 86,341 | $8.6M |
| Silver Coast Investments LLC | 3.11% | Reduce -49.1% | 86,287 | $8.6M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -47.9% | 86,091 | $8.5M |
| OneDigital Investment Advisors LLC | 0.09% | Add +26.3% | 85,926 | $8.5M |
| Lifestyle Asset Management, Inc. | 3.97% | Reduce -0.1% | 85,629 | $8.5M |
| Csenge Advisory Group | 0.44% | Reduce -1.0% | 85,832 | $8.4M |
| GM Advisory Group, LLC | 0.42% | Add +0.4% | 84,806 | $8.4M |
| Arete Wealth Advisors, LLC | 0.60% | Reduce -7.7% | 84,763 | $8.4M |
| B. Riley Wealth Advisors, Inc. | 0.41% | Reduce -27.6% | 84,556 | $8.4M |
| Flagstar Securities, Inc. | 2.32% | Reduce -12.3% | 84,336 | $8.4M |
| Glassy Mountain Advisors, Inc. | 2.69% | Add +2.8% | 84,161 | $8.3M |
| Ascentis Independent Advisors | 1.54% | Add +124.2% | 83,793 | $8.3M |
| Coastline Trust Co | 0.95% | Reduce -0.1% | 83,709 | $8.3M |
| Act Wealth Management, LLC | 3.50% | Add +1.1% | 83,527 | $8.3M |
| Rehmann Capital Advisory Group | 0.50% | Reduce -16.4% | 82,730 | $8.2M |
| Chicago Partners Investment Group LLC | 0.24% | Reduce -28.3% | 83,332 | $8.2M |
| Wayfinding Financial, LLC | 3.66% | Add +29.3% | 82,555 | $8.2M |
| NBT Bank, N.A. | 0.56% | Add +2.1% | 82,442 | $8.2M |
| Epiq Partners, LLC | 4.32% | Add +5.0% | 81,917 | $8.1M |
| Ausdal Financial Partners, Inc. | 0.54% | Reduce -3.9% | 81,498 | $8.1M |
| Westside Investment Management, Inc. | 1.49% | Add +2.7% | 80,817 | $8.0M |
| Juncture Wealth Strategies, LLC | 2.84% | Add +2.4% | 80,677 | $8.0M |
| RFG Advisory, LLC | 0.19% | Add +271.7% | 80,637 | $8.0M |
| Facet Wealth, Inc. | 0.18% | Reduce -9.5% | 81,085 | $8.0M |
| Chesley Taft & Associates LLC | 0.36% | Add +0.9% | 80,502 | $8.0M |
| KFA Private Wealth Group, LLC | 2.46% | Add +1.0% | 79,899 | $7.9M |
| Copperwynd Financial, LLC | 1.96% | Add +100.5% | 79,180 | $7.9M |
| REDW Wealth LLC | 3.10% | Reduce -5.9% | 78,461 | $7.8M |
| AE Wealth Management LLC | 0.06% | Reduce -12.5% | 78,116 | $7.7M |
| Stonehaven Wealth & Tax Solutions, LLC | 7.50% | Add +4.0% | 77,459 | $7.7M |
| Durante & Waters, LLC | 6.00% | Reduce -1.4% | 76,804 | $7.6M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Reduce -2.4% | 76,081 | $7.5M |
| Midwestern Financial, LLC | 7.04% | — | 75,693 | $7.5M |
| LGL Partners, LLC | 3.31% | Reduce -14.7% | 75,264 | $7.5M |
| Main Management LLC | 0.59% | Add +0.5% | 75,182 | $7.5M |
| BlueSky Wealth Advisors, LLC | 1.07% | Reduce -9.1% | 74,565 | $7.4M |
| Destiny Capital Corp | 4.44% | Add +1.6% | 74,147 | $7.4M |
| All Terrain Financial Advisors, LLC | 2.66% | Add +4.3% | 74,003 | $7.3M |
| Heritage Family Offices, LLP | 3.71% | No change | 74,348 | $7.3M |
| U S Wealth Group, Llc. | 5.72% | Reduce -8.1% | 73,958 | $7.3M |
| Jackson Hole Capital Partners, LLC | 1.34% | Add +0.8% | 73,751 | $7.3M |
| Apexium Financial, LP | 0.39% | Add +1.1% | 73,499 | $7.3M |
| Cedar Mountain Advisors, LLC | 1.50% | Reduce -3.6% | 72,969 | $7.2M |
| Plimoth Trust Co. LLC | 1.73% | Add +3.4% | 72,629 | $7.2M |
| Greykasell Wealth Strategies, Inc. | 3.45% | Add +32.7% | 72,493 | $7.2M |
| Dohj, LLC | 2.09% | Add +31.3% | 73,506 | $7.2M |
| Farmers & Merchants Investments Inc. | 0.21% | Add +1.1% | 72,091 | $7.2M |
| Systematic Alpha Investments, LLC | 0.25% | No change | 72,000 | $7.1M |
| Summit Wealth Group, LLC | 1.83% | Reduce -23.2% | 71,792 | $7.1M |
| Hillcrest Wealth Advisors - NY, LLC | 3.35% | Reduce -6.6% | 71,774 | $7.1M |
| Astoria Strategic Wealth, Inc. | 1.92% | Reduce -0.6% | 71,693 | $7.1M |
| Regal Investment Advisors LLC | 0.53% | Reduce -0.3% | 71,356 | $7.1M |
| Invesco Ltd. | 0.00% | Reduce -13.9% | 71,073 | $7.1M |
| Boomfish Wealth Group, LLC | 4.06% | Add +6.6% | 70,860 | $7.0M |
| Insigneo Advisory Services, LLC | 0.60% | Add +0.6% | 70,759 | $7.0M |
| Tillman Hartley LLC | 1.98% | Reduce -17.0% | 70,624 | $7.0M |
| MKD Wealth Coaches, LLC | 7.37% | Reduce -2.8% | 70,497 | $7.0M |
| City State Bank | 2.17% | Reduce -4.8% | 69,942 | $6.9M |
| Smartleaf Asset Management LLC | 0.61% | Add +2.8% | 69,920 | $6.9M |
| Erickson Financial Group, LLC | 4.67% | Add +1.6% | 69,632 | $6.9M |
| Heritage Financial Services, LLC | 0.66% | Reduce -4.3% | 68,934 | $6.8M |
| Exchange Capital Management, Inc. | 1.02% | Add +4.0% | 68,910 | $6.8M |
| Donaldson Capital Management, LLC | 0.25% | Add +12.3% | 68,728 | $6.8M |
| Accurate Wealth Management, LLC | 1.04% | Add +4.2% | 68,804 | $6.8M |
| MN Wealth Advisors, LLC | 3.92% | Add +90.1% | 67,928 | $6.7M |
| Acima Private Wealth, LLC | 2.30% | Reduce -10.6% | 67,907 | $6.7M |
| Moneda S.A. Administradora General de Fondos | 7.28% | Reduce -10.7% | 67,712 | $6.7M |
| Sovereign Investment Advisors, LLC | 1.84% | Add +4.8% | 67,620 | $6.7M |
| Cibc World Markets Corp. | 0.04% | Add +0.7% | 67,606 | $6.7M |
| Pinnacle Financial Group, LLC / IL | 2.24% | Add +2.4% | 67,322 | $6.7M |
| Eldridge Investment Advisors, Inc. | 1.39% | Reduce -9.1% | 67,472 | $6.7M |
| Lionsbridge Wealth Management LLC | 6.61% | Add +3.4% | 66,944 | $6.6M |
| Johnson Financial Group, Inc. | 0.30% | Reduce -21.3% | 66,487 | $6.6M |
| Northeast Financial Group, Inc. | 2.07% | Add +18.4% | 65,959 | $6.5M |
| Toews Corp. | 0.95% | Add +5.8% | 65,824 | $6.5M |
| Redwood Park Advisors LLC | 5.01% | Add +4.8% | 65,824 | $6.5M |
| Integrated Advisors Network LLC | 0.29% | Reduce -30.2% | 65,354 | $6.5M |
| Arrow Financial Corp | 0.68% | Reduce -2.9% | 65,301 | $6.5M |
| TPG Advisors LLC | 4.67% | Add +5.9% | 65,043 | $6.5M |
| RKL Wealth Management LLC | 0.57% | Add +26.8% | 64,855 | $6.4M |
| PFW Advisors LLC | 1.97% | Reduce -1.1% | 64,450 | $6.4M |
| Arrien Investments, Inc. | 4.03% | Reduce -2.6% | 64,266 | $6.4M |
| Linscomb Wealth, Inc. | 0.29% | Add +0.1% | 64,063 | $6.4M |
| Strategic Financial Concepts, LLC | 0.89% | Add +49.0% | 63,572 | $6.3M |
| AlTi Global, Inc. | 0.16% | Add +12.8% | 63,250 | $6.3M |
| Naples Global Advisors, LLC | 0.54% | Add +2.8% | 62,703 | $6.2M |
| Gemmer Asset Management LLC | 0.55% | Reduce -4.0% | 62,659 | $6.2M |
| Avidian Wealth Enterprises, LLC | 0.25% | Reduce -11.4% | 62,631 | $6.2M |
| Alamar Capital Management, LLC | 3.35% | Add +10.4% | 62,242 | $6.2M |
| Innova Wealth Partners | 3.60% | Reduce -7.7% | 61,785 | $6.1M |
| Burke & Herbert Bank & Trust Co. | 1.37% | Reduce -0.6% | 61,780 | $6.1M |
| DMC Group, LLC | 4.75% | Add +5.8% | 61,602 | $6.1M |
| CreativeOne Wealth, LLC | 0.16% | Add +16.9% | 61,393 | $6.1M |
| Element Wealth, LLC | 2.80% | Reduce -1.2% | 61,298 | $6.1M |
| Independent Advisor Alliance | 0.17% | Add +6.8% | 61,158 | $6.1M |
| Waterloo Capital, L.P. | 0.49% | Reduce -64.4% | 60,655 | $6.0M |
| Family Firm, Inc. | 1.45% | Add +8.1% | 60,626 | $6.0M |
| Creekmur Asset Management LLC | 1.06% | Reduce -55.3% | 60,559 | $6.0M |
| Golden Bell Financial Planning LLC | 5.63% | Reduce -5.8% | 60,237 | $6.0M |
| LeConte Wealth Management, LLC | 4.01% | Add +71.8% | 59,747 | $5.9M |
| Graypoint LLC | 0.33% | Reduce -2.3% | 59,487 | $5.9M |
| First Manhattan Co. Llc. | 0.02% | New | 59,125 | $5.9M |
| Stonegate Investment Group, LLC | 0.15% | Reduce -2.5% | 58,864 | $5.8M |
| Asset Allocation Strategies LLC | 1.29% | Add +84.1% | 58,778 | $5.8M |
| Focus Partners Advisor Solutions, LLC | 0.08% | Reduce -2.8% | 58,730 | $5.8M |
| Ancora Advisors LLC | 0.12% | Add +10.3% | 58,712 | $5.8M |
| Greenup Street Wealth Management LLC | 1.01% | Reduce -6.9% | 58,674 | $5.8M |
| Tobias Financial Advisors, Inc. | 0.98% | Add +0.1% | 57,961 | $5.7M |
| WCG Wealth Advisors LLC | 0.37% | New | 57,958 | $5.7M |
| Cobblestone Capital Advisors LLC | 0.29% | Add +8.0% | 57,819 | $5.7M |
| Kovack Advisors, Inc. | 0.56% | Add +24.5% | 57,741 | $5.7M |
| Bryn Mawr Trust Advisors, LLC | 0.31% | Add +7.0% | 57,735 | $5.7M |
| Shelter Mutual Insurance Co | 1.33% | No change | 57,660 | $5.7M |
| Empower Advisory Group, LLC | 0.02% | Reduce -8.3% | 57,075 | $5.7M |
| Valley Forge Investment Consultants Inc. Adv | 1.79% | Add +1.0% | 56,280 | $5.6M |
| Grove Bank & Trust | 0.70% | Add +2.4% | 56,217 | $5.6M |
| Brass Tax Wealth Management, Inc. | 1.07% | Add +12.7% | 56,104 | $5.6M |
| Midwest Professional Planners, LTD. | 1.47% | Add +2.6% | 56,091 | $5.6M |
| Edge Financial Advisors LLC | 2.93% | Reduce -35.1% | 56,298 | $5.6M |
| D L Carlson Investment Group Inc. | 1.00% | Add +44.6% | 55,059 | $5.5M |
| Valeo Financial Advisors, LLC | 0.13% | Add +0.2% | 54,633 | $5.4M |
| Belpointe Asset Management LLC | 0.22% | Add +17.3% | 54,243 | $5.4M |
| Apollon Wealth Management, LLC | 0.11% | Reduce -10.9% | 54,072 | $5.4M |
| FourThought Financial Partners, LLC | 0.53% | Reduce -2.6% | 54,068 | $5.4M |
| Kingswood Wealth Advisors, LLC | 0.42% | Reduce -2.9% | 53,658 | $5.3M |
| Proficio Capital Partners LLC | 0.32% | Reduce -10.0% | 52,662 | $5.2M |
| WealthTrust Asset Management, LLC | 3.88% | Reduce -11.3% | 52,341 | $5.2M |
| XML Financial, LLC | 0.45% | Add +13.4% | 52,230 | $5.2M |
| James Investment Research, Inc. | 0.61% | Add +0.8% | 51,805 | $5.1M |
| CX Institutional | 0.18% | Reduce -29.5% | 51,567 | $5.1M |
| Synergy Asset Management, LLC | 0.58% | Add +24.4% | 51,559 | $5.1M |
| Bluestem Financial Advisors, LLC | 2.19% | Reduce -2.1% | 51,464 | $5.1M |
| Pandora Wealth, Inc. | 3.13% | Reduce -1.0% | 51,342 | $5.1M |
| StoneX Group Inc. | 0.25% | Add +6.0% | 51,281 | $5.1M |
| Global Assets Advisory, LLC | 1.97% | Reduce -56.6% | 51,104 | $5.0M |
| Glenview Trust Co | 0.09% | Add +5.4% | 50,728 | $5.0M |
| FFT Wealth Management LLC | 0.98% | Reduce -40.1% | 50,366 | $5.0M |
| Impact Capital Partners LLC | 1.63% | Add +18.4% | 50,181 | $5.0M |
| Ullmann Wealth Partners Group, LLC | 0.59% | Add +14.5% | 50,027 | $5.0M |
| Cary Street Partners Financial LLC | 0.14% | Add +4.8% | 49,788 | $4.9M |
| First National Bank of Omaha | 0.32% | Reduce -2.7% | 49,776 | $4.9M |
| Arcadia Wealth Management, LLC | 2.16% | Reduce -0.2% | 49,758 | $4.9M |
| 1ST Source Bank | 0.27% | Add +1.3% | 49,751 | $4.9M |
| Logan Stone Capital, LLC | 2.31% | Reduce -3.7% | 49,363 | $4.9M |
| Little House Capital LLC | 1.22% | Add +5.4% | 49,273 | $4.9M |
| Blueprint Financial Advisors LLC | 1.56% | New | 49,113 | $4.9M |
| PFG Investments, LLC | 0.29% | Reduce -1.4% | 49,091 | $4.9M |
| Ironwood Financial, llc | 1.04% | No change | 49,215 | $4.9M |
| Forum Private Client Group LLC | 1.87% | Reduce -1.4% | 48,978 | $4.9M |
| Financial Advocates Investment Management | 0.40% | Reduce -71.7% | 48,601 | $4.8M |
| Canton Hathaway, LLC | 0.99% | Reduce -50.4% | 48,700 | $4.8M |
| Savant Capital, LLC | 0.03% | Add +10.5% | 48,280 | $4.8M |
| Quattro Financial Advisors LLC | 1.68% | Reduce -2.2% | 48,152 | $4.8M |
| Coign Capital Advisors LLC | 3.22% | Add +5.8% | 47,887 | $4.8M |
| Leuthold Group, LLC | 0.57% | No change | 47,795 | $4.7M |
| Ieq Capital, LLC | 0.03% | Add +9.9% | 47,381 | $4.7M |
| Pinnacle Wealth Planning Services, Inc. | 0.62% | Add +7.9% | 47,258 | $4.7M |
| Elevation Wealth Partners, LLC | 1.85% | Add +0.2% | 47,176 | $4.7M |
| Kagan Cocozza Asset Management | 3.58% | Add +2.3% | 47,035 | $4.7M |
| AtlasMark Financial, Inc | 3.52% | Add +25.2% | 46,658 | $4.6M |
| Canvas Wealth Advisors, LLC | 0.91% | Add +2.9% | 46,878 | $4.6M |
| Jackson, Grant Investment Advisers, Inc. | 1.68% | Add +2.0% | 46,076 | $4.6M |
| One Capital Management, LLC | 0.16% | Add +46.6% | 45,874 | $4.6M |
| Advisor OS, LLC | 0.45% | Add +36.2% | 45,793 | $4.5M |
| Modus Advisors, LLC | 1.35% | Add +3.4% | 45,731 | $4.5M |
| Sharper & Granite LLC | 1.72% | Add +5.3% | 45,950 | $4.5M |
| Conservest Capital Advisors, Inc. | 0.44% | Reduce -27.9% | 45,388 | $4.5M |
| Alps Advisors Inc. | 0.03% | New | 45,215 | $4.5M |
| Newport Capital Group, LLC | 3.03% | Add +4.7% | 45,125 | $4.5M |
| Pathstone Holdings, LLC | 0.02% | Reduce -17.7% | 44,768 | $4.4M |
| PKS Advisory Services, LLC | 1.08% | Reduce -14.4% | 44,269 | $4.4M |
| Jaffetilchin Investment Partners, LLC | 0.29% | Add +0.3% | 44,127 | $4.4M |
| Park Place Capital Corp | 0.99% | Add +4371.6% | 44,045 | $4.4M |
| Compagnie Lombard Odier SCmA | 0.06% | Add +0.5% | 43,800 | $4.3M |
| WBH Advisory Inc. | 0.37% | Reduce -0.3% | 43,764 | $4.3M |
| First American Trust, FSB | 0.35% | Reduce -1.2% | 43,669 | $4.3M |
| Parallax Volatility Advisers, L.P. | 0.21% | No change | 43,651 | $4.3M |
| Sound View Wealth Advisors Group, LLC | 0.32% | Add +6.3% | 43,418 | $4.3M |
| F/m Investments LLC | 0.16% | No change | 43,322 | $4.3M |
| Optas, LLC | 0.82% | Add +1.0% | 43,303 | $4.3M |
| Aspect Partners, LLC | 2.11% | Add +8.6% | 43,231 | $4.3M |
| Ti-Trust, Inc. | 2.85% | Add +0.4% | 42,906 | $4.3M |
| Joseph P. Lucia & Associates, LLC | 1.74% | Add +5.7% | 42,838 | $4.2M |
| Raffa Wealth Management, LLC | 0.85% | Add +3.0% | 42,772 | $4.2M |
| MassMutual Private Wealth & Trust, FSB | 0.11% | Add +74.1% | 42,506 | $4.2M |
| RiverGlades Family Offices LLC | 2.76% | Add +2.2% | 42,426 | $4.2M |
| KG Capital Management | 1.24% | Reduce -5.9% | 42,366 | $4.2M |
| Simmons Bank | 0.30% | Reduce -1.2% | 42,091 | $4.2M |
| Compton Financial Group, LLC | 1.09% | Reduce -23.3% | 42,073 | $4.2M |
| Waldron Private Wealth LLC | 0.18% | Reduce -9.1% | 42,030 | $4.2M |
| Simplicity Wealth,LLC | 0.17% | Reduce -35.2% | 42,010 | $4.2M |
| Tradition Wealth Management, LLC | 0.33% | Reduce -6.3% | 41,996 | $4.2M |
| Cannon Wealth Management Services, LLC | 3.40% | Add +3.1% | 41,984 | $4.2M |
| Oarsman Capital, Inc. | 0.65% | Add +5.1% | 41,816 | $4.1M |
| Blue Edge Capital, LLC | 0.62% | New | 41,810 | $4.1M |
| American State Bank (Iowa) | 2.26% | Reduce -32.1% | 41,171 | $4.1M |
| Blueprint Investment Partners LLC | 0.72% | New | 40,885 | $4.1M |
| Arbor Trust Wealth Advisors, LLC | 1.98% | Reduce -23.9% | 40,885 | $4.1M |
| Wise Wealth Partners | 6.73% | Add +1604.0% | 40,640 | $4.0M |
| Capital Advisors Wealth Management, LLC | 0.63% | Reduce -6.7% | 40,239 | $4.0M |
| Penney Financial, LLC | 2.03% | Add +303.1% | 40,166 | $4.0M |
| Innovative Wealth Building LLC | 3.29% | Add +17.8% | 40,067 | $4.0M |
| Counterweight Ventures, LLC | 2.58% | Add +1.3% | 39,835 | $4.0M |
| Patriot Financial Group Insurance Agency, LLC | 0.45% | Add +14.1% | 39,809 | $3.9M |
| Legacy Wealth Management, LLC | 0.24% | Add +8.7% | 39,614 | $3.9M |
| Enterprise Bank & Trust Co | 1.45% | Reduce -3.5% | 39,041 | $3.9M |
| Mechanics Bank Trust Department | 0.55% | Reduce -12.7% | 38,907 | $3.9M |
| Flagship Private Wealth, LLC | 1.63% | Add +19.3% | 38,682 | $3.8M |
| Arista Wealth Management, LLC | 0.53% | Add +3.5% | 38,680 | $3.8M |
| Fortis Capital Advisors, LLC | 0.68% | Add +64.0% | 38,268 | $3.8M |
| TD Waterhouse Canada Inc. | 0.03% | Add +23.3% | 38,368 | $3.8M |
| Private Client Services, LLC | 1.47% | Add +68.3% | 38,052 | $3.8M |
| Tritonpoint Wealth, LLC | 0.35% | Reduce -0.4% | 38,010 | $3.8M |
| Thompson Investment Management, Inc. | 0.53% | Add +13.3% | 37,946 | $3.8M |
| Benchmark Wealth Management, LLC | 1.67% | Add +72.8% | 37,929 | $3.8M |
| E&G Advisors, LLC | 0.97% | Reduce -9.8% | 37,866 | $3.8M |
| Family Investment Center, Inc. | 0.85% | Reduce -3.2% | 37,846 | $3.8M |
| Foundations Investment Advisors, LLC | 0.06% | Reduce -76.2% | 37,828 | $3.8M |
| 5T Wealth, LLC | 1.91% | Add +71.7% | 37,784 | $3.7M |
| Stonekeep Investments, LLC | 2.51% | Add +1.3% | 37,633 | $3.7M |
| Waycross Partners, LLC | 0.35% | No change | 37,110 | $3.7M |
| Millennium Management | 0.00% | Add +27.7% | 37,101 | $3.7M |
| Lake Street Private Wealth, LLC | 0.53% | Add +14.5% | 37,086 | $3.7M |
| Canal Capital Management, LLC | 0.58% | Add +56.6% | 36,996 | $3.7M |
| Salem Investment Counselors Inc. | 0.12% | Add +9.3% | 36,738 | $3.6M |
| Winthrop Capital Management, LLC | 0.92% | Reduce -1.9% | 36,593 | $3.6M |
| Compass Ion Advisors, LLC | 0.39% | Add +2.1% | 36,145 | $3.6M |
| Cornerstone Advisors Asset Management, LLC | 0.69% | Reduce -28.1% | 36,125 | $3.6M |
| DAVENPORT & Co LLC | 0.02% | Reduce -27.7% | 36,115 | $3.6M |
| Smith, Moore & Co. | 0.30% | Add +1.3% | 36,056 | $3.6M |
| Midwest Trust Co | 0.05% | — | 36,032 | $3.6M |
| Intergy Private Wealth, LLC | 1.21% | Add +2.0% | 35,895 | $3.6M |
| MPS Loria Financial Planners, LLC | 1.04% | Add +1.3% | 35,718 | $3.5M |
| MorganRosel Wealth Management, LLC | 0.97% | Add +14.0% | 35,698 | $3.5M |
| Financial Strategies Group, Inc. | 0.73% | Add +1.6% | 35,905 | $3.5M |
| Snowden Capital Advisors LLC | 0.10% | Reduce -3.5% | 35,406 | $3.5M |
| Dynamic Advisor Solutions LLC | 0.11% | Add +2.1% | 35,320 | $3.5M |
| Charter Capital Management, LLC\DE | 2.03% | — | 34,873 | $3.5M |
| NYL Investors LLC | 1.00% | Reduce -3.2% | 34,852 | $3.5M |
| Cheviot Value Management, LLC | 0.40% | Add +0.8% | 34,897 | $3.5M |
| Continental Investors Services, Inc. | 6.20% | Add +7.7% | 34,569 | $3.4M |
| Adirondack Trust Co. | 1.25% | Add +9.7% | 34,745 | $3.4M |
| Sovran Advisors, LLC | 0.36% | Add +236.1% | 34,924 | $3.4M |
| Capital Management Associates, Inc | 1.08% | Reduce -42.7% | 34,308 | $3.4M |
| Exchange Bank | 2.69% | Reduce -12.9% | 34,273 | $3.4M |
| Wealthcare Capital Partners, LLC | 1.69% | Add +5.7% | 33,826 | $3.4M |
| Accel Wealth Management | 1.10% | Reduce -3.7% | 33,374 | $3.3M |
| Tradewinds, LLC. | 2.51% | Add +426.8% | 33,296 | $3.3M |
| Merkkuri Wealth Advisors LLC | 2.51% | Add +3.5% | 33,296 | $3.3M |
| EFG Asset Management (Americas) Corp. | 0.60% | New | 33,064 | $3.3M |
| Vista Investment Partners Ii, LLC | 1.58% | Reduce -16.2% | 33,038 | $3.3M |
| Wealth Management Associates, Inc. | 1.27% | Add +3.9% | 32,944 | $3.3M |
| Private Trust Co. NA | 0.31% | Reduce -17.1% | 32,773 | $3.3M |
| LPWM LLC | 0.94% | Reduce -2.0% | 32,598 | $3.2M |
| Gryphon Financial Partners LLC | 0.42% | Reduce -0.3% | 32,479 | $3.2M |
| Aletheian Wealth Advisors LLC | 1.58% | Reduce -0.5% | 32,426 | $3.2M |
| IFG Advisory, LLC | 0.16% | Add +2.2% | 32,348 | $3.2M |
| Stock Yards Bank & Trust Co. | 0.11% | Reduce -15.6% | 31,942 | $3.2M |
| Family Wealth Partners, LLC | 1.26% | Reduce -13.0% | 31,825 | $3.2M |
| Sincerus Advisory, LLC | 2.94% | Add +3.4% | 31,809 | $3.1M |
| Randall & Associates Wealth Management | 2.40% | Reduce -0.8% | 31,514 | $3.1M |
| First Trust Advisors LP | 0.00% | Reduce -1.9% | 31,294 | $3.1M |
| Sterling Investment Advisors LLC | 1.60% | Reduce -7.0% | 31,048 | $3.1M |
| Maia Wealth LLC | 0.59% | Add +8.4% | 30,960 | $3.1M |
| AMG National Trust Bank | 0.08% | Reduce -5.1% | 30,922 | $3.1M |
| Compass Financial Group, Inc. | 1.54% | Reduce -1.5% | 30,921 | $3.1M |
| Maxele Advisors, LLC | 2.67% | Reduce -0.7% | 30,904 | $3.1M |
| Capital Advisory Group Advisory Services, LLC | 1.10% | Reduce -3.7% | 30,700 | $3.0M |
| Thrive Wealth Management, LLC | 0.49% | New | 30,488 | $3.0M |
| Hickory Point Bank & Trust | 2.44% | Reduce -26.9% | 30,475 | $3.0M |
| Alhambra Investment Management LLC | 1.50% | Reduce -0.7% | 30,431 | $3.0M |
| Northwest Capital Management Inc | 1.63% | Reduce -13.6% | 30,363 | $3.0M |
| Madrona Financial Services, LLC | 0.72% | Add +3.9% | 30,210 | $3.0M |
| DecisionMap Wealth Management, LLC | 2.03% | Reduce -1.4% | 29,897 | $3.0M |
| Wingate Wealth Advisors, Inc. | 2.64% | Add +461.2% | 29,843 | $3.0M |
| Hoxton Planning & Management, LLC | 1.02% | Reduce -2.7% | 29,777 | $3.0M |
| Accredited Investors Inc. | 0.17% | Reduce -5.0% | 29,707 | $2.9M |
| Quadrant Capital Group LLC | 0.11% | Reduce -96.5% | 29,636 | $2.9M |
| CGN Advisors LLC | 0.26% | Add +0.8% | 29,463 | $2.9M |
| LYNX Capital Group Ltd. | 1.41% | Reduce -0.0% | 29,436 | $2.9M |
| Marquette Associates, Inc. | 2.85% | Reduce -53.2% | 29,296 | $2.9M |
| Northstar Advisory Group, LLC | 1.42% | Add +4.3% | 29,296 | $2.9M |
| Granite Bay Wealth Management, LLC | 0.93% | Add +6.8% | 29,102 | $2.9M |
| Denali Advisors LLC | 0.30% | Reduce -8.0% | 29,049 | $2.9M |
| WealthShield Partners, LLC | 0.35% | Add +3.5% | 28,921 | $2.9M |
| Michels Family Financial, LLC | 2.44% | Add +4.0% | 28,870 | $2.9M |
| Oxinas Partners, LLC | 1.47% | Add +114.7% | 28,848 | $2.9M |
| Turn8 Private Wealth Inc. | 2.06% | Reduce -4.1% | 28,809 | $2.9M |
| TFB Advisors LLC | 0.75% | Reduce -2.3% | 28,719 | $2.8M |
| Intrepid Capital Management Inc. | 1.49% | Add +543.3% | 28,575 | $2.8M |
| First Interstate Bank | 0.17% | Reduce -1.1% | 28,573 | $2.8M |
| NDWM LLC | 2.07% | Add +6.0% | 28,494 | $2.8M |
| American National Bank & Trust | 0.29% | Add +5.3% | 28,382 | $2.8M |
| Saxon Interests, Inc. | 1.32% | No change | 28,444 | $2.8M |
| Croban | 2.39% | Add +9.6% | 28,170 | $2.8M |
| Total Investment Management Inc. | 0.40% | Reduce -2.3% | 28,142 | $2.8M |
| Security Financial Services, INC. | 0.49% | Reduce -3.3% | 28,087 | $2.8M |
| Valpey Financial Services, LLC | 1.92% | — | 27,984 | $2.8M |
| Asset Management Group, Inc. | 0.48% | Add +2.8% | 27,771 | $2.8M |
| Optivise Advisory Services LLC | 1.41% | Add +74.3% | 27,757 | $2.8M |
| United Advisor Group, LLC | 0.48% | Add +7.0% | 27,739 | $2.8M |
| Nomura Asset Management Co. Ltd. | 0.01% | Reduce -12.9% | 27,620 | $2.7M |
| Pettyjohn, Wood & White, Inc. | 0.48% | Add +5.8% | 27,172 | $2.7M |
| Davidson Trust Co. | 1.23% | Add +22.1% | 26,968 | $2.7M |
| Bigelow Investment Advisors, LLC | 1.18% | Reduce -0.7% | 26,952 | $2.7M |
| J.Safra Asset Management Corp | 0.19% | Add +3.5% | 26,925 | $2.7M |
| Columbia Bank | 0.81% | Reduce -23.4% | 27,217 | $2.7M |
| Rik Saylor Financial, Inc. | 2.04% | Reduce -0.8% | 26,754 | $2.7M |
| Core Wealth Management, Inc. | 0.93% | Reduce -9.0% | 26,689 | $2.6M |
| May Hill Capital, LLC | 0.87% | Reduce -49.1% | 26,654 | $2.6M |
| Diversify Advisory Services, LLC | 0.10% | Reduce -29.6% | 26,249 | $2.6M |
| Hollencrest Capital Management | 0.11% | Reduce -3.4% | 26,042 | $2.6M |
| Occidental Asset Management, LLC | 0.36% | Reduce -0.1% | 26,004 | $2.6M |
| Chris Bulman Inc | 1.47% | Reduce -3.6% | 25,959 | $2.6M |
| Cherry Tree Wealth Management, LLC | 0.60% | Reduce -5.0% | 25,887 | $2.6M |
| Algorithmic Investment Models, LLC | 1.75% | Reduce -5.3% | 25,851 | $2.6M |
| Fairway Wealth LLC | 0.82% | Add +0.8% | 25,849 | $2.6M |
| Riverview Trust Co | 3.20% | No change | 25,819 | $2.6M |
| Financial Freedom, LLC | 1.38% | Reduce -44.4% | 25,805 | $2.6M |
| Retirement Systems of Alabama | 0.01% | Add +1.4% | 25,683 | $2.5M |
| Triad Wealth Partners, LLC | 0.51% | Reduce -5.0% | 25,610 | $2.5M |
| JGP Wealth Management, LLC | 0.31% | Add +19.7% | 25,451 | $2.5M |
| McLean Asset Management Corp | 0.66% | Reduce -4.3% | 25,459 | $2.5M |
| Aptus Capital Advisors, LLC | 0.02% | Add +10.4% | 25,218 | $2.5M |
| Measured Wealth Private Client Group, LLC | 0.75% | Add +0.5% | 25,124 | $2.5M |
| CAP Partners, LLC | 1.57% | Reduce -4.4% | 25,088 | $2.5M |
| Stewardship Advisors, LLC | 0.63% | Reduce -0.2% | 25,085 | $2.5M |
| Cooksen Wealth, LLC | 1.99% | Add +7.1% | 25,009 | $2.5M |
| Aua Capital Management, LLC | 1.48% | Add +0.0% | 24,959 | $2.5M |
| Bedell Frazier Investment Counselling, LLC | 0.62% | Add +15.5% | 24,914 | $2.5M |
| Soltis Investment Advisors LLC | 0.19% | Reduce -2.8% | 24,907 | $2.5M |
| McNaughton Wealth Management, LLC | 1.10% | Add +12.8% | 24,792 | $2.5M |
| Mesirow Financial Investment Management, Inc. | 0.05% | Add +72.4% | 24,789 | $2.5M |
| Delos Wealth Advisors, LLC | 1.91% | Reduce -19.8% | 24,694 | $2.4M |
| Iowa State Bank | 0.48% | Reduce -13.4% | 24,505 | $2.4M |
| Christensen, King & Associates Investment Services, Inc. | 1.11% | Reduce -2.8% | 24,476 | $2.4M |
| Austin Wealth Management, LLC | 0.43% | New | 24,394 | $2.4M |
| Invera Wealth Advisors, LLC | 1.57% | Add +6.5% | 24,244 | $2.4M |
| Lanark Financial, Inc. | 0.20% | Add +6.3% | 24,027 | $2.4M |
| International Assets Investment Management, LLC | 0.19% | Add +4.8% | 24,000 | $2.4M |
| EverSource Wealth Advisors, LLC | 0.11% | Add +105.9% | 23,962 | $2.4M |
| GeoWealth Management, LLC | 0.09% | Add +57.3% | 23,961 | $2.4M |
| SYM FINANCIAL Corp | 0.27% | Reduce -82.0% | 23,943 | $2.4M |
| Leavell Investment Management, Inc. | 0.11% | Add +3.2% | 23,872 | $2.4M |
| Cypress Capital Group | 0.29% | Add +9.5% | 23,779 | $2.4M |
| Running Point Capital Advisors, LLC | 0.65% | Add +2.3% | 23,700 | $2.4M |
| Renaissance Technologies | 0.00% | New | 23,700 | $2.4M |
| North Berkeley Wealth Management, LLC | 2.15% | Add +14.2% | 23,627 | $2.3M |
| Patten Group, Inc. | 0.49% | Add +6.0% | 23,508 | $2.3M |
| Private Wealth Asset Management, LLC | 0.31% | Reduce -4.1% | 23,463 | $2.3M |
| McAdam, LLC | 0.13% | Reduce -46.7% | 23,460 | $2.3M |
| Cyndeo Wealth Partners, LLC | 0.14% | Reduce -3.3% | 23,449 | $2.3M |
| C2C Wealth Management, LLC | 2.10% | Add +0.0% | 23,345 | $2.3M |
| FineMark National Bank & Trust | 0.08% | Reduce -1.9% | 23,253 | $2.3M |
| Alesco Advisors, LLC, An ESL Co | 0.07% | Reduce -3.3% | 23,040 | $2.3M |
| NTV Asset Management LLC | 0.27% | Reduce -4.1% | 23,028 | $2.3M |
| Pinnacle Associates Ltd. | 0.03% | Reduce -0.9% | 22,867 | $2.3M |
| Envision Financial LLC | 1.51% | Reduce -7.2% | 22,804 | $2.3M |
| Mission Wealth Management, LP | 0.05% | Reduce -31.7% | 22,758 | $2.3M |
| Gladstone Institutional Advisory LLC | 0.09% | Reduce -15.1% | 22,581 | $2.2M |
| LCNB Corp. | 0.79% | Reduce -4.5% | 22,551 | $2.2M |
| Edgemoor Investment Advisors, Inc. | 0.19% | Reduce -2.7% | 22,442 | $2.2M |
| Retirement Wealth Solutions LLC | 1.62% | Add +3.7% | 22,398 | $2.2M |
| SC&H Financial Advisors, Inc. | 0.38% | Add +6.3% | 22,357 | $2.2M |
| BOK Financial Private Wealth, Inc. | 0.15% | Reduce -32.8% | 22,260 | $2.2M |
| Diligent Investors, LLC | 0.52% | Reduce -54.7% | 22,213 | $2.2M |
| Net Worth Advisory Group | 0.49% | Add +26.2% | 22,209 | $2.2M |
| SouthState Bank Corp | 0.10% | Reduce -6.4% | 22,015 | $2.2M |
| Rialto Wealth Management, LLC | 0.61% | Add +2.6% | 21,978 | $2.2M |
| Advocacy Wealth Management, LLC | 0.13% | No change | 21,974 | $2.2M |
| Smith Anglin Financial, LLC | 0.20% | Reduce -8.3% | 21,963 | $2.2M |
| Legacy Edge Advisors, LLC | 0.29% | Add +163.7% | 21,954 | $2.2M |
| Moss Adams Wealth Advisors LLC | 0.20% | Reduce -2.1% | 21,724 | $2.2M |
| Pacific Capital Wealth Advisors, Inc. | 0.39% | Reduce -53.3% | 21,807 | $2.1M |
| Thompson Siegel & Walmsley LLC | 0.04% | Add +3.9% | 21,524 | $2.1M |
| United Asset Strategies, Inc. | 0.18% | Reduce -19.8% | 21,514 | $2.1M |
| Aries Wealth Management | 0.56% | Add +4.5% | 21,485 | $2.1M |
| Ascent Wealth Partners, LLC | 0.26% | Add +0.4% | 21,446 | $2.1M |
| Aviance Capital Partners, LLC | 0.27% | Add +9.8% | 21,204 | $2.1M |
| Axis Wealth Partners, LLC | 1.38% | Reduce -24.8% | 21,107 | $2.1M |
| Founders Grove Wealth Partners, LLC | 0.53% | New | 21,098 | $2.1M |
| Stockman Wealth Management, Inc. | 0.28% | Reduce -5.0% | 21,007 | $2.1M |
| Chandler Asset Management, Inc. | 0.37% | No change | 20,904 | $2.1M |
| Prudential PLC | 0.01% | Add +25.8% | 20,877 | $2.1M |
| Becker Capital Management Inc. | 0.06% | Reduce -8.3% | 20,782 | $2.1M |
| Atwater Malick LLC | 0.65% | Add +1.1% | 20,597 | $2.0M |
| Larson Financial Group LLC | 0.08% | Reduce -2.9% | 20,296 | $2.0M |
| New Capital Management LP | 0.56% | Reduce -72.8% | 20,289 | $2.0M |
| Meridian Wealth Management, LLC | 0.09% | Add +6.7% | 20,132 | $2.0M |
| Grey Ledge Advisors, LLC | 0.49% | Reduce -1.4% | 19,997 | $2.0M |
| Core Wealth Partners LLC | 1.00% | New | 19,945 | $2.0M |
| West Michigan Advisors, LLC | 0.55% | Reduce -1.7% | 19,753 | $2.0M |
| Trilogy Capital Inc. | 0.09% | Reduce -0.8% | 19,654 | $1.9M |
| Dunhill Financial, LLC | 0.56% | Add +12.7% | 19,609 | $1.9M |
| Integrated Investment Consultants, LLC | 0.38% | Add +2.4% | 19,601 | $1.9M |
| Consolidated Portfolio Review Corp | 0.27% | Add +70.7% | 19,499 | $1.9M |
| Lazari Capital Management, Inc. | 0.72% | Add +2.3% | 19,401 | $1.9M |
| Brookwood Investment Group LLC | 0.31% | Add +637.5% | 19,390 | $1.9M |
| Tactive Advisors, LLC | 0.62% | — | 19,370 | $1.9M |
| Endeavor Private Wealth, Inc. | 0.91% | Reduce -14.6% | 19,308 | $1.9M |
| Narus Financial Partners, LLC | 0.60% | Add +0.9% | 19,278 | $1.9M |
| Orrstown Financial Services Inc. | 0.40% | Reduce -7.6% | 19,246 | $1.9M |
| JMG Financial Group, Ltd. | 0.06% | Add +187.8% | 19,242 | $1.9M |
| Atlantic Union Bankshares Corp | 0.04% | New | 19,189 | $1.9M |
| Global View Capital Management LLC | 0.60% | Reduce -6.0% | 19,046 | $1.9M |
| Lake Hills Wealth Management, LLC | 1.08% | Reduce -2.2% | 19,012 | $1.9M |
| Bank of Nova Scotia | 0.00% | Reduce -95.0% | 18,893 | $1.9M |
| Skyline Advisors, Inc. | 0.69% | Reduce -5.0% | 18,844 | $1.9M |
| Independent Financial Group, LLC | 0.05% | Add +0.9% | 18,797 | $1.9M |
| MinichMacGregor Wealth Management, LLC | 0.40% | Reduce -69.1% | 18,733 | $1.9M |
| Ameritas Advisory Services, LLC | 0.10% | Reduce -28.9% | 18,700 | $1.9M |
| L.K. Benson & Company, P.C. | 1.14% | Reduce -4.1% | 18,630 | $1.8M |
| Beam Wealth Advisors, Inc. | 0.55% | Reduce -7.7% | 18,624 | $1.8M |
| Ironwood Investment Counsel, LLC | 0.28% | Add +2.7% | 18,596 | $1.8M |
| Evergreen Capital Management LLC | 0.06% | No change | 18,534 | $1.8M |
| HBK Sorce Advisory LLC | 0.05% | Reduce -39.4% | 18,492 | $1.8M |
| Range Financial Group LLC | 0.72% | Reduce -0.8% | 18,424 | $1.8M |
| Discipline Wealth Solutions, LLC | 0.70% | Add +63.4% | 18,389 | $1.8M |
| Wealth Dimensions Group, Ltd. | 0.40% | Add +10.5% | 18,328 | $1.8M |
| Bleakley Financial Group, LLC | 0.05% | New | 18,312 | $1.8M |
| Voya Financial Advisors, Inc. | 0.18% | Add +11.9% | 18,385 | $1.8M |
| Ballast, Inc. | 0.47% | Reduce -0.2% | 18,209 | $1.8M |
| Nvwm, LLC | 0.43% | Add +15.5% | 18,139 | $1.8M |
| Rather & Kittrell, Inc. | 0.36% | Reduce -3.9% | 18,123 | $1.8M |
| Sierra Capital LLC | 0.21% | Add +18.7% | 18,094 | $1.8M |
| Ignite Planners, LLC | 0.31% | Reduce -4.2% | 18,225 | $1.8M |
| Balefire, LLC | 0.39% | Add +202.0% | 17,950 | $1.8M |
| Balboa Wealth Partners | 0.36% | Add +33.1% | 17,882 | $1.8M |
| Intelligence Driven Advisers, LLC | 0.27% | Add +6.4% | 17,871 | $1.8M |
| Culbertson A N & Co. Inc. | 0.27% | Reduce -0.9% | 17,870 | $1.8M |
| SlateStone Wealth, LLC | 0.16% | Add +6.6% | 17,765 | $1.8M |
| Archvest Wealth Advisors, Inc. | 1.53% | Reduce -56.8% | 17,673 | $1.8M |
| United Community Bank | 0.60% | Add +1.4% | 17,547 | $1.7M |
| Auour Investments LLC | 0.60% | Reduce -14.0% | 17,545 | $1.7M |
| FSA Investment Group, LLC | 1.29% | Reduce -2.5% | 17,497 | $1.7M |
| Heritage Wealth Management, Inc. | 0.56% | Add +6.8% | 17,306 | $1.7M |
| Nations Financial Group Inc, /Ia/ | 0.12% | Add +9.0% | 17,283 | $1.7M |
| New Century Financial Group, LLC | 2.01% | Add +240.9% | 17,271 | $1.7M |
| Nilsine Partners, LLC | 0.17% | Reduce -9.4% | 17,268 | $1.7M |
| Strategic Blueprint, LLC | 0.08% | Add +3.5% | 17,255 | $1.7M |
| Empirical Asset Management, LLC | 0.53% | Add +1.9% | 17,217 | $1.7M |
| Register Financial Advisors LLC | 0.75% | Add +9.5% | 17,201 | $1.7M |
| Bellwether Advisors, LLC | 0.29% | Reduce -2.3% | 17,193 | $1.7M |
| Engineers Gate Manager LP | 0.02% | New | 17,183 | $1.7M |
| October Effect Ltd | 2.04% | — | 17,067 | $1.7M |
| Halter Ferguson Financial Inc. | 0.62% | Reduce -0.1% | 16,961 | $1.7M |
| Crux Wealth Advisors | 0.71% | Reduce -39.4% | 16,917 | $1.7M |
| Avior Wealth Management, LLC | 0.06% | Add +11.0% | 16,926 | $1.7M |
| Vannoy Advisory Group, Inc. | 1.15% | Add +1.0% | 16,701 | $1.7M |
| Koshinski Asset Management, Inc. | 0.12% | Reduce -15.8% | 16,628 | $1.6M |
| Hayek Kallen Investment Management | 0.56% | Reduce -7.5% | 16,547 | $1.6M |
| Carr Financial Group Corp | 0.48% | Reduce -2.2% | 16,491 | $1.6M |
| Miller Financial Services LLC | 2.08% | Reduce -2.1% | 16,485 | $1.6M |
| Beacon Bridge Wealth Partners, LLC | 0.65% | Reduce -24.0% | 16,479 | $1.6M |
| Avondale Wealth Management | 0.91% | Reduce -80.4% | 16,427 | $1.6M |
| Voisard Asset Management Group, Inc. | 0.42% | Reduce -58.6% | 16,421 | $1.6M |
| Clarity Financial LLC | 0.17% | Reduce -9.4% | 16,303 | $1.6M |
| BG Investment Services, LLC | 2.02% | Reduce -17.8% | 16,273 | $1.6M |
| RBA Wealth Management, LLC | 0.59% | Reduce -2.2% | 16,091 | $1.6M |
| Heritage Wealth Management, Inc. | 1.21% | Reduce -0.1% | 16,058 | $1.6M |
| Factor Wealth Management LTD | 0.44% | Add +0.2% | 16,042 | $1.6M |
| Dow Chemical Co. | 0.66% | No change | 15,912 | $1.6M |
| Bourgeon Capital Management LLC | 0.32% | Add +5.2% | 15,854 | $1.6M |
| Sax Wealth Advisors, LLC | 0.09% | Reduce -3.7% | 15,832 | $1.6M |
| Bakala Capital LLC | 8.95% | Reduce -4.6% | 15,709 | $1.6M |
| Ballentine Partners, LLC | 0.02% | Add +1.1% | 15,681 | $1.6M |
| Dixon Mitchell Investment Counsel Inc. | 0.06% | No change | 15,604 | $1.5M |
| Acropolis Investment Management, LLC | 0.08% | Reduce -4.0% | 15,559 | $1.5M |
| Schiavi & Co LLC | 0.52% | Reduce -2.5% | 15,523 | $1.5M |
| LongView Wealth Management | 0.47% | Add +22.1% | 15,497 | $1.5M |
| Connecticut Wealth Management, LLC | 0.07% | Reduce -25.0% | 15,474 | $1.5M |
| Wealthcare Capital Management LLC | 0.16% | Reduce -8.1% | 15,391 | $1.5M |
| Dearborn Partners LLC | 0.07% | Add +4.7% | 15,383 | $1.5M |
| WestHill Financial Advisors, Inc. | 0.32% | Add +2.8% | 15,342 | $1.5M |
| Welch & Forbes LLC | 0.02% | Add +6.4% | 15,178 | $1.5M |
| Howland Capital Management LLC | 0.06% | Add +8.4% | 15,125 | $1.5M |
| Carrera Capital Advisors | 0.30% | Add +9.6% | 15,106 | $1.5M |
| Transamerica Financial Advisors, LLC | 0.14% | Reduce -0.4% | 15,081 | $1.5M |
| Pinnacle Bancorp, Inc. | 0.46% | Reduce -4.7% | 15,064 | $1.5M |
| Gries Financial LLC | 0.27% | Reduce -52.5% | 14,995 | $1.5M |
| Litman Gregory Wealth Management LLC | 0.12% | Reduce -1.6% | 14,994 | $1.5M |
| Magnolia Capital Advisors LLC | 0.37% | No change | 14,968 | $1.5M |
| American Investment Services, Inc. | 0.38% | Add +2.8% | 14,886 | $1.5M |
| Sepio Capital, LP | 0.10% | Add +50.5% | 14,867 | $1.5M |
| Wealth Alliance Advisory Group, LLC | 0.28% | Reduce -1.2% | 14,829 | $1.5M |
| Kohmann Bosshard Financial Services, LLC | 0.16% | Add +11.4% | 14,782 | $1.5M |
| Sentinel Wealth Management, Inc. | 1.37% | — | 14,698 | $1.5M |
| Fonville Wealth Management LLC | 0.37% | Add +11.3% | 14,663 | $1.5M |
| Alpha Cubed Investments, LLC | 0.05% | Add +93.1% | 14,517 | $1.4M |
| Rede Wealth, LLC | 0.51% | Add +8.1% | 14,378 | $1.4M |
| New England Private Wealth Advisors LLC | 0.21% | No change | 14,455 | $1.4M |
| Pitcairn Co. | 0.09% | Reduce -34.8% | 14,354 | $1.4M |
| Navigation Wealth Management, Inc. | 2.08% | Add +517.2% | 14,257 | $1.4M |
| Bessemer Group Inc. | 0.00% | Reduce -2.5% | 14,183 | $1.4M |
| Pathway Financial Advisors LLC | 0.21% | Reduce -8.0% | 14,146 | $1.4M |
| CENTRAL TRUST Co | 0.03% | Add +457.8% | 14,039 | $1.4M |
| Objective Capital Management, LLC | 1.56% | Reduce -5.3% | 14,038 | $1.4M |
| GatePass Capital, LLC | 0.93% | Reduce -0.9% | 14,020 | $1.4M |
| Milestone Asset Management, LLC | 0.29% | Add +198.3% | 14,020 | $1.4M |
| Daymark Wealth Partners, LLC | 0.05% | Reduce -3.2% | 14,013 | $1.4M |
| Sequent Planning LLC | 0.44% | Add +37.2% | 13,964 | $1.4M |
| Presidio Capital Management, LLC | 0.53% | Reduce -2.0% | 13,949 | $1.4M |
| Cascade Financial Partners, LLC | 0.16% | Reduce -8.8% | 13,790 | $1.4M |
| CPR Investments Inc. | 1.06% | Add +2.9% | 13,761 | $1.4M |
| Stevens Capital Partners | 0.49% | Reduce -23.4% | 13,739 | $1.4M |
| Curi Capital, LLC | 0.03% | Add +6.2% | 13,736 | $1.4M |
| Alpha Financial Advisors, LLC | 0.53% | Add +12.3% | 13,734 | $1.4M |
| First National Trust Co | 0.05% | Add +194.2% | 13,630 | $1.4M |
| McDonald Partners LLC | 0.32% | New | 13,600 | $1.3M |
| Garrison Point Advisors, LLC | 0.62% | Reduce -0.3% | 13,580 | $1.3M |
| Werba Rubin Papier Wealth Management | 0.25% | Add +3.7% | 13,423 | $1.3M |
| Quantinno Capital Management LP | 0.01% | Add +7.6% | 13,419 | $1.3M |
| Sage Mountain Advisors LLC | 0.09% | Reduce -8.6% | 13,398 | $1.3M |
| Horizons Wealth Management | 0.94% | Add +2.2% | 13,130 | $1.3M |
| Mainsail Financial Group, LLC | 0.61% | Add +13.1% | 13,302 | $1.3M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.11% | Reduce -0.2% | 13,082 | $1.3M |
| Conway Capital Management, Inc. | 0.58% | New | 13,044 | $1.3M |
| Ariadne Wealth Management, LP | 0.62% | No change | 12,980 | $1.3M |
| Davies Financial Advisors, Inc. | 1.00% | New | 12,961 | $1.3M |
| Private Wealth Group, LLC | 0.68% | No change | 12,959 | $1.3M |
| Altfest L J & Co. Inc. | 0.15% | Add +0.8% | 12,921 | $1.3M |
| Lee Financial Co | 0.18% | Add +10.0% | 12,835 | $1.3M |
| L.M. Kohn & Company | 0.34% | New | 12,815 | $1.3M |
| LifeGoal Investments, LLC | 1.21% | Add +10.5% | 12,794 | $1.3M |
| Arkadios Wealth Advisors | 0.04% | Add +10.0% | 12,758 | $1.3M |
| GWN Securities Inc. | 0.23% | Reduce -92.8% | 12,715 | $1.3M |
| MFA Wealth Services | 0.95% | Add +2.2% | 12,718 | $1.3M |
| Worth Asset Management, LLC | 0.62% | Add +64.7% | 12,713 | $1.3M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -11.8% | 12,678 | $1.3M |
| FOCUS Wealth Advisors, LLC | 0.65% | No change | 12,595 | $1.2M |
| Brooks, Moore & Associates, Inc. | 0.67% | Add +1.6% | 12,600 | $1.2M |
| King Wealth Management Group | 0.17% | Reduce -3.0% | 12,463 | $1.2M |
| Princeton Global Asset Management LLC | 0.22% | Reduce -4.5% | 12,439 | $1.2M |
| Phillips Wealth Planners LLC | 1.11% | Reduce -5.8% | 12,533 | $1.2M |
| Ingalls & Snyder LLC | 0.04% | Reduce -1.0% | 12,334 | $1.2M |
| Forza Wealth Management, LLC | 0.50% | No change | 12,337 | $1.2M |
| Strategic Wealth Partners, Ltd. | 0.10% | — | 12,337 | $1.2M |
| Rockbridge Investment Management, LCC | 0.13% | Reduce -2.6% | 12,293 | $1.2M |
| AlphaStar Capital Management, LLC | 0.09% | New | 12,271 | $1.2M |
| Tyler-Stone Wealth Management | 0.20% | Reduce -4.2% | 12,232 | $1.2M |
| Simon Quick Advisors, LLC | 0.06% | Add +3.1% | 12,228 | $1.2M |
| Dorsey & Whitney Trust CO LLC | 0.06% | No change | 12,228 | $1.2M |
| Fermata Advisors, LLC | 0.32% | Reduce -29.9% | 12,208 | $1.2M |
| Jordan Park Group LLC | 0.08% | Reduce -3.3% | 12,173 | $1.2M |
| Kraft, Davis & Associates, LLC | 0.33% | Reduce -46.2% | 12,278 | $1.2M |
| South Plains Financial, Inc. | 0.85% | Add +20.3% | 12,160 | $1.2M |
| Nicolet Advisory Services, LLC | 0.10% | Add +259.7% | 12,105 | $1.2M |
| Wilshire Advisors LLC | 10.84% | Reduce -95.6% | 12,080 | $1.2M |
| BBR Partners, LLC | 0.07% | Reduce -0.3% | 11,951 | $1.2M |
| Brookmont Capital Management | 0.68% | Add +0.1% | 11,936 | $1.2M |
| Procyon Advisors, LLC | 0.11% | Reduce -1.8% | 11,915 | $1.2M |
| Affinity Investment Advisors, LLC | 0.89% | No change | 11,890 | $1.2M |
| Lion Street Advisors, LLC | 0.36% | Reduce -0.5% | 11,827 | $1.2M |
| UMB Bank, n.a. | 0.02% | Add +0.3% | 11,696 | $1.2M |
| Western Wealth Management, LLC | 0.07% | Add +4.9% | 11,546 | $1.1M |
| Fairvoy Private Wealth, LLC | 0.28% | Reduce -6.9% | 11,487 | $1.1M |
| Summit Financial Consulting LLC | 1.01% | Add +3.0% | 11,365 | $1.1M |
| TCV Trust & Wealth Management, Inc. | 0.10% | No change | 11,329 | $1.1M |
| Yukon Wealth Management, Inc. | 0.40% | Add +9.9% | 11,277 | $1.1M |
| Avion Wealth | 0.25% | Reduce -27.0% | 11,262 | $1.1M |
| Horan Securities, Inc. | 0.39% | Add +12.2% | 11,230 | $1.1M |
| V2 Financial group LLC | 0.67% | Reduce -2.3% | 11,223 | $1.1M |
| Realta Investment Advisors | 0.44% | Reduce -9.0% | 11,222 | $1.1M |
| Noble Family Wealth, LLC | 0.27% | Add +15.0% | 11,116 | $1.1M |
| Ellis Investment Partners, LLC | 0.21% | Reduce -3.9% | 11,105 | $1.1M |
| Quest 10 Wealth Builders, Inc. | 1.07% | Reduce -7.3% | 11,055 | $1.1M |
| Providence Capital Advisors, LLC | 0.20% | Add +2.2% | 11,028 | $1.1M |
| Tsfg, LLC | 0.20% | Reduce -4.4% | 11,013 | $1.1M |
| Pacific Financial Group Inc. | 0.85% | Add +8.5% | 10,997 | $1.1M |
| Sound Income Strategies, LLC | 0.06% | Reduce -25.7% | 10,993 | $1.1M |
| Lifeworks Advisors, LLC | 0.16% | No change | 10,952 | $1.1M |
| Abundance Wealth Counselors | 0.20% | Reduce -6.8% | 10,946 | $1.1M |
| Sheets Smith Wealth Management | 0.13% | Reduce -4.4% | 10,864 | $1.1M |
| Red Tortoise LLC | 0.53% | Add +5.6% | 10,861 | $1.1M |
| Aprio Wealth Management, LLC | 0.12% | Reduce -8.9% | 10,861 | $1.1M |
| Gladwyn Financial Advisors, Inc. | 0.83% | — | 10,773 | $1.1M |
| Tme Financial, Inc. | 0.86% | Add +8.7% | 10,759 | $1.1M |
| Pinebridge Investments, L.P. | 0.01% | No change | 10,705 | $1.1M |
| Sharkey, Howes & Javer | 0.14% | Reduce -73.3% | 10,654 | $1.1M |
| Armstrong Advisory Group, Inc. | 0.08% | Add +23.5% | 10,541 | $1.0M |
| Steel Grove Capital Advisors, LLC | 0.12% | No change | 10,538 | $1.0M |
| Stephens Consulting, LLC | 0.25% | Reduce -12.6% | 10,509 | $1.0M |
| Blalock Williams, LLC | 1.04% | Reduce -43.9% | 10,487 | $1.0M |
| Uptick Partners, LLC | 0.30% | Add +2.4% | 10,460 | $1.0M |
| Coppell Advisory Solutions LLC | 0.12% | Add +21.4% | 10,440 | $1.0M |
| Apollon Financial, LLC | 0.22% | Reduce -3.7% | 10,376 | $1.0M |
| Kampmann Melissa S. | 0.77% | Add +1.6% | 10,368 | $1.0M |
| BTC Capital Management, Inc. | 0.08% | Reduce -0.2% | 10,352 | $1.0M |
| Premier Path Wealth Partners, LLC | 0.14% | Add +71.8% | 10,319 | $1.0M |
| Watts Gwilliam & Co., LLC | 0.17% | Reduce -6.7% | 10,164 | $1.0M |
| Parr McKnight Wealth Management Group, LLC | 0.14% | Reduce -16.0% | 10,273 | $1.0M |
| TruNorth Capital Management, LLC | 0.23% | Add +5.9% | 10,260 | $1.0M |
| Five Oceans Advisors | 0.43% | Add +0.7% | 10,260 | $1.0M |
| BridgePort Financial Solutions, LLC | 0.34% | Add +88.2% | 10,235 | $1.0M |
| Sovereign Financial Group, Inc. | 0.21% | New | 10,207 | $1.0M |
| Rinkey Investments | 0.30% | Add +2.0% | 10,184 | $1.0M |
| Camarda Financial Advisors, LLC | 0.40% | Reduce -33.8% | 10,140 | $1.0M |
| Hilltop Holdings Inc. | 0.06% | Add +22.5% | 10,054 | $997K |
| Fsa Wealth Partners, Inc. | 0.48% | Add +21.2% | 10,039 | $996K |
| Bowie Capital Management, LLC | 0.05% | No change | 10,000 | $992K |
| Capital Analysts, LLC | 0.03% | Reduce -55.8% | 9,917 | $984K |
| CoreCap Advisors, LLC | 0.04% | Add +33.1% | 9,913 | $983K |
| Badgley Phelps Wealth Managers, LLC | 0.02% | Reduce -2.0% | 9,906 | $983K |
| Smith Thornton Advisors LLC | 0.56% | Reduce -0.5% | 9,886 | $981K |
| Pointe Capital Management LLC | 0.51% | Add +4.8% | 9,827 | $975K |
| Fiera Capital Corp | 0.00% | Add +1.1% | 9,815 | $974K |
| Edgestream Partners, L.P. | 0.03% | New | 9,784 | $971K |
| Stratos Investment Management, LLC | 0.04% | Add +2.7% | 9,773 | $970K |
| ALM First Financial Advisors, LLC | 0.21% | No change | 9,767 | $969K |
| Per Stirling Capital Management, LLC. | 0.13% | Reduce -3.8% | 9,754 | $968K |
| Quartz Partners, LLC | 0.44% | Add +242.3% | 9,678 | $960K |
| Bond & Devick Financial Network, Inc. | 0.32% | Add +58.4% | 9,621 | $954K |
| Tolleson Wealth Management, Inc. | 0.16% | Reduce -0.3% | 9,620 | $954K |
| ABLE Financial Group, LLC | 0.23% | Reduce -15.1% | 9,601 | $952K |
| OneAscent Financial Services LLC | 0.07% | Reduce -18.9% | 9,537 | $946K |
| Perennial Investment Advisors, LLC | 0.09% | Reduce -2.0% | 9,522 | $945K |
| Wedbush Securities Inc. | 0.03% | Reduce -5.8% | 9,518 | $944K |
| Gateway Wealth Partners, LLC | 0.18% | Add +72.3% | 9,496 | $942K |
| Fort Washington Investment Advisors Inc. | 0.01% | Add +9.9% | 9,463 | $939K |
| Advisory Alpha, LLC | 0.03% | Reduce -2.7% | 9,457 | $938K |
| Revolve Wealth Partners, LLC | 0.12% | Add +0.0% | 9,420 | $934K |
| Virtue Capital Management, LLC | 0.17% | Reduce -35.3% | 9,411 | $934K |
| Richard Bernstein Advisors LLC | 0.02% | Add +91.8% | 9,353 | $928K |
| William Howard & Co Financial Advisors Inc | 0.81% | Reduce -1.3% | 9,340 | $927K |
| Total Wealth Planning, LLC | 0.12% | Reduce -27.6% | 9,275 | $920K |
| Stone House Investment Management, LLC | 0.17% | Reduce -91.6% | 9,260 | $919K |
| Alliance Wealth Advisors, LLC | 0.22% | Add +64.8% | 9,257 | $918K |
| Blue Fin Capital, Inc. | 0.16% | Reduce -26.2% | 9,250 | $918K |
| Agf Management Ltd. | 0.00% | Reduce -5.6% | 9,200 | $913K |
| Finward Bancorp | 0.72% | No change | 9,192 | $912K |
| Weil Company, Inc. | 0.24% | Add +60.5% | 9,175 | $910K |
| FWG Holdings, LLC | 0.43% | Reduce -2.6% | 9,164 | $909K |
| Fidelis Capital Partners, LLC | 0.08% | Add +24.1% | 9,134 | $906K |
| Summit Wealth Group LLC / Co. | 0.23% | — | 9,104 | $903K |
| VestGen Advisors, LLC | 0.04% | Add +10.9% | 9,090 | $902K |
| HighMark Wealth Management LLC | 0.44% | Add +53305.9% | 9,079 | $901K |
| HRC Wealth Management, LLC | 0.48% | Reduce -7.2% | 9,064 | $899K |
| Farrell Financial LLC | 0.60% | Reduce -4.5% | 9,054 | $898K |
| Evergreen Advisors, LLC | 0.24% | Reduce -4.3% | 9,035 | $896K |
| Advus Financial Partners, LLC | 0.23% | Add +1.1% | 9,004 | $893K |
| PUREfi Wealth, LLC | 0.71% | Add +72.4% | 8,946 | $887K |
| International Private Wealth Advisors LLC | 0.76% | Reduce -11.8% | 8,918 | $885K |
| Ledyard National Bank | 0.08% | Add +14.3% | 8,879 | $881K |
| Reyes Financial Architecture, Inc. | 0.75% | Reduce -80.3% | 8,793 | $872K |
| EWG Elevate Inc. | 0.27% | Add +3.7% | 8,718 | $865K |
| Obsidian Cio, LLC | 0.13% | Add +18.8% | 8,716 | $865K |
| Orin Green Financial, LLC | 0.36% | Add +7.2% | 8,675 | $861K |
| Madison Wealth Partners, Inc | 0.19% | Reduce -1.4% | 8,673 | $860K |
| Sage Financial Group Inc. | 0.06% | Reduce -48.1% | 8,667 | $860K |
| McElhenny Sheffield Capital Management, LLC | 0.23% | Reduce -7.9% | 8,657 | $859K |
| Physician Wealth Advisors, Inc. | 0.13% | Reduce -11.2% | 8,629 | $856K |
| Florida Financial Advisors, LLC | 0.21% | Reduce -5.0% | 8,614 | $854K |
| Inscription Capital, LLC | 0.12% | Reduce -10.3% | 8,590 | $852K |
| Central Pacific Bank - Trust Division | 0.11% | Reduce -1.1% | 8,579 | $851K |
| Naviter Wealth, LLC | 0.10% | Reduce -2.4% | 8,564 | $850K |
| DHK Financial Advisors, Inc. | 0.48% | Reduce -50.0% | 8,500 | $843K |
| Advyzon Investment Management, LLC | 0.19% | Add +263.8% | 8,495 | $843K |
| Brighton Jones LLC | 0.02% | Add +57.7% | 8,463 | $840K |
| Planwiser Financial, LLC | 0.72% | Add +39.4% | 8,533 | $839K |
| Patron Partners, LLC | 0.41% | Add +55.1% | 8,450 | $838K |
| Bison Wealth, LLC | 0.07% | Reduce -0.9% | 8,468 | $837K |
| Childress Capital Advisors, LLC | 0.21% | Add +1.2% | 8,430 | $836K |
| VestGen Investment Management | 0.60% | Reduce -32.3% | 8,407 | $834K |
| Firethorn Wealth Partners, LLC | 0.36% | Add +110.6% | 8,355 | $829K |
| Triumph Capital Management | 0.25% | Reduce -23.5% | 8,338 | $827K |
| Hoge Financial Services, LLC | 0.51% | New | 8,328 | $826K |
| Nicolet Bankshares Inc. | 0.14% | New | 8,325 | $826K |
| Carmel Capital Partners, LLC | 0.29% | Reduce -1.8% | 8,294 | $823K |
| Genesee Capital Advisors, LLC | 0.37% | Add +1.0% | 8,257 | $819K |
| Verus Wealth Management, LLC | 0.82% | Add +134.2% | 8,253 | $819K |
| Union Savings Bank | 0.38% | Reduce -0.1% | 8,295 | $818K |
| Fiduciary Financial Group, LLC | 0.15% | Add +7.5% | 8,264 | $816K |
| Finley Financial, LLC | 0.41% | Add +43.8% | 8,210 | $814K |
| Potomac Fund Management Inc. | 0.05% | Reduce -5.2% | 8,318 | $814K |
| Investment Advisory Group, LLC | 0.25% | Add +1.1% | 8,172 | $811K |
| Rock Point Advisors, LLC | 0.23% | Add +13.9% | 8,145 | $808K |
| Laird Norton Wetherby Wealth Management, LLC | 0.04% | — | 8,108 | $804K |
| CIBC Asset Management Inc | 0.00% | Reduce -19.7% | 8,070 | $801K |
| Flaharty Asset Management, LLC | 0.11% | No change | 8,025 | $796K |
| Orgel Wealth Management, LLC | 0.02% | Add +34.5% | 8,017 | $795K |
| One Wealth Advisors, LLC | 0.11% | Reduce -41.1% | 8,016 | $795K |
| Brady Family Wealth, LLC | 0.24% | No change | 7,971 | $791K |
| Neuberger Berman Group LLC | 0.00% | Reduce -2.5% | 7,962 | $790K |
| Whitegate Investment Counselors, Inc. | 0.27% | Reduce -19.6% | 7,944 | $788K |
| Norden Group LLC | 0.09% | Reduce -30.0% | 7,930 | $787K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.08% | Reduce -32.6% | 7,922 | $786K |
| Investment House LLC | 0.04% | Reduce -50.2% | 7,915 | $785K |
| Barclays PLC | 0.00% | Add +1655.8% | 7,901 | $784K |
| Creative Financial Designs Inc. | 0.06% | Reduce -7.5% | 7,899 | $784K |
| Pennington Partners & Co., LLC | 0.42% | Add +0.2% | 7,867 | $780K |
| Elios Financial Group Inc. | 0.35% | Add +46.9% | 7,838 | $778K |
| Tudor Investment Corporation | 0.01% | Add +18.4% | 7,719 | $766K |
| Mgo One Seven LLC | 0.02% | Reduce -7.2% | 7,712 | $765K |
| Lodestar Private Asset Management LLC | 0.09% | Reduce -12.9% | 7,705 | $764K |
| Brasada Capital Management, LP | 0.13% | Reduce -27.2% | 7,724 | $761K |
| ORG Partners LLC | 0.17% | Add +12.1% | 7,680 | $759K |
| Rossby Financial, LCC | 0.28% | Add +4.1% | 7,573 | $751K |
| Level Financial Advisors | 0.23% | No change | 7,570 | $751K |
| Cidel Asset Management Inc. | 0.05% | Reduce -10.9% | 7,568 | $751K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -85.7% | 7,555 | $749K |
| Stillwater Capital Advisors, LLC | 0.10% | No change | 7,530 | $747K |
| Acorn Wealth Advisors, LLC | 0.28% | New | 7,520 | $746K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.27% | Reduce -52.1% | 7,470 | $741K |
| GW Henssler & Associates Ltd. | 0.04% | No change | 7,464 | $740K |
| Successful Portfolios LLC | 0.45% | Reduce -1.2% | 7,442 | $738K |
| Wall Street Financial Group, Inc. | 0.67% | Reduce -5.4% | 7,437 | $738K |
| Beacon Financial Group | 0.08% | Add +2.5% | 7,409 | $735K |
| MRP Capital Investments, LLC | 0.51% | Add +5.1% | 7,404 | $734K |
| Alteri Wealth LLC | 0.28% | Add +81.1% | 7,395 | $734K |
| Ethos Financial Group, LLC | 0.06% | Reduce -1.8% | 7,380 | $732K |
| Flputnam Investment Management Co. | 0.01% | Add +14.7% | 7,368 | $731K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +5.1% | 7,360 | $730K |
| Centennial Bank | 0.30% | Reduce -19.1% | 7,300 | $724K |
| Clear Creek Financial Management, LLC | 0.07% | Reduce -27.9% | 7,249 | $719K |
| Pallas Capital Advisors LLC | 0.03% | Add +0.1% | 7,244 | $719K |
| Beacon Financial Advisory LLC | 0.19% | Add +45.5% | 7,235 | $718K |
| Barings LLC | 0.02% | Reduce -95.0% | 7,164 | $711K |
| Transcend Capital Advisors, LLC | 0.06% | Add +4.4% | 7,141 | $708K |
| Sunbelt Securities, Inc. | 0.06% | Add +38.0% | 7,279 | $705K |
| Strategies Wealth Advisors, LLC | 0.08% | Add +45.2% | 7,102 | $705K |
| Guardian Partners Inc. | 0.06% | Reduce -2.5% | 7,129 | $702K |
| Veracity Capital LLC | 0.24% | Add +0.8% | 7,060 | $700K |
| Summa Corp. | 0.36% | Add +2.2% | 7,050 | $699K |
| Augustine Asset Management Inc. | 0.19% | Reduce -1.1% | 7,049 | $699K |
| Carnegie Investment Counsel | 0.01% | Add +13.2% | 7,042 | $699K |
| Gitterman Wealth Management, LLC | 0.16% | Add +10.9% | 7,004 | $695K |
| Westfuller Advisors, LLC | 0.40% | Reduce -63.6% | 7,002 | $695K |
| Atlantic Family Wealth, LLC | 0.60% | Add +25.7% | 6,982 | $693K |
| Mayflower Financial Advisors, LLC | 0.10% | Reduce -6.0% | 6,977 | $692K |
| Good Life Advisors, LLC | 0.04% | Reduce -23.6% | 6,954 | $690K |
| B.O.S.S. Retirement Advisors, LLC | 0.17% | Reduce -14.0% | 6,924 | $687K |
| First Financial Bank - Trust Division | 0.06% | Reduce -13.4% | 6,903 | $685K |
| Shepherd Financial Partners LLC | 0.07% | Reduce -8.9% | 6,879 | $682K |
| American Trust | 0.06% | New | 6,878 | $682K |
| Tilson Financial Group, Inc. | 0.26% | Reduce -21.4% | 6,872 | $682K |
| Titleist Asset Management, LLC | 0.07% | Add +10.3% | 6,824 | $677K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -8.9% | 6,808 | $675K |
| BWM Planning, LLC | 0.23% | New | 6,786 | $673K |
| Postrock Partners LLC | 0.32% | Add +9.9% | 6,784 | $673K |
| Warner Financial, Inc. | 0.28% | Add +0.0% | 6,775 | $672K |
| Calton & Associates, Inc. | 0.12% | Add +5.1% | 6,766 | $671K |
| Hobbs Group Advisors, LLC | 0.23% | Reduce -10.2% | 6,760 | $671K |
| Genesis Wealth Advisors, LLC | 0.50% | Reduce -15.5% | 6,753 | $670K |
| Investure, LLC | 0.05% | Add +8.2% | 6,747 | $669K |
| Choate Investment Advisors | 0.01% | Reduce -4.5% | 6,737 | $668K |
| Dentgroup LLC | 0.46% | New | 6,707 | $665K |
| Wells Financial Advisors INC | 0.91% | Reduce -12.8% | 6,698 | $664K |
| Heritage Trust Co | 0.08% | Add +6.4% | 6,682 | $663K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.09% | Add +0.9% | 6,670 | $662K |
| Vigilare Wealth Management | 0.25% | Reduce -0.8% | 6,667 | $661K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.13% | Reduce -0.8% | 6,639 | $659K |
| Inman Jager Wealth Management, LLC | 0.44% | Reduce -2.0% | 6,591 | $654K |
| Patten & Patten Inc. | 0.04% | Add +0.2% | 6,580 | $653K |
| VAUGHAN & Co SECURITIES, INC. | 0.37% | Add +1.6% | 6,539 | $649K |
| Retirement Planning Group, LLC | 0.03% | Reduce -1.9% | 6,538 | $649K |
| IMS Capital Management | 0.30% | Add +11.1% | 6,526 | $647K |
| Strathmore Capital Advisors, Inc. | 0.29% | — | 6,565 | $647K |
| Roger Wittlin Investment Advisory, LLC | 0.36% | Add +31.2% | 6,516 | $646K |
| Texas Yale Capital Corp. | 0.02% | No change | 6,496 | $644K |
| MSH Capital Advisors LLC | 0.19% | Add +23.8% | 6,483 | $643K |
| Jacobi Capital Management LLC | 0.04% | Add +0.9% | 6,459 | $641K |
| Cambridge Advisors Inc. | 0.13% | No change | 6,458 | $641K |
| ARK & TLK Investments, LLC | 0.21% | Add +4.8% | 6,456 | $640K |
| Attessa Capital LLC | 0.41% | Add +62.2% | 6,453 | $640K |
| HFG Wealth Management, LLC | 0.39% | Add +26.3% | 6,471 | $640K |
| Independent Wealth Network Inc. | 0.23% | Add +4.5% | 6,447 | $640K |
| Vested Financial Planning, LLC | 0.57% | Add +2.1% | 6,417 | $637K |
| PrairieView Partners, LLC | 0.06% | Add +7.7% | 6,412 | $636K |
| C M Bidwell & Associates Ltd. | 0.33% | Add +2.9% | 6,406 | $635K |
| Latitude Advisors, LLC | 0.32% | Add +37.0% | 6,399 | $635K |
| Courier Capital LLC | 0.04% | Add +60.6% | 6,376 | $632K |
| Melfa Wealth Management, Inc. | 0.40% | Add +4.2% | 6,373 | $632K |
| Mma Asset Management LLC | 0.24% | Add +0.1% | 6,372 | $632K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +12.0% | 6,326 | $628K |
| Fortitude Advisory Group L.L.C. | 0.36% | Add +1.5% | 6,295 | $624K |
| Planned Solutions, Inc. | 0.24% | Add +0.7% | 6,293 | $624K |
| Sonora Investment Management Group, LLC | 0.05% | Reduce -2.1% | 6,291 | $624K |
| Abound Financial, LLC | 0.27% | Add +89.6% | 6,286 | $624K |
| Hanover Advisors Inc. | 0.25% | Add +54.9% | 6,278 | $623K |
| Hilltop Partners LLC | 0.19% | Reduce -5.6% | 6,256 | $621K |
| Clarity Capital Partners LLC | 0.22% | Reduce -53.8% | 6,221 | $617K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -8.6% | 6,206 | $616K |
| Bernardo Wealth Planning LLC | 0.13% | Reduce -2.1% | 6,179 | $613K |
| Berkeley Capital Partners, LLC | 0.16% | Add +0.8% | 6,177 | $613K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 6,175 | $613K |
| Uptown Financial Advisors LLC | 0.57% | New | 6,168 | $612K |
| Crewe Advisors LLC | 0.09% | Add +33.0% | 6,150 | $610K |
| Woodside Wealth Management LLC | 0.52% | Add +2.1% | 6,137 | $609K |
| Venture Visionary Partners LLC | 0.02% | Add +42.4% | 6,126 | $608K |
| Winthrop Advisory Group LLC | 0.06% | Add +3.7% | 6,081 | $603K |
| Wealthedge Investment Advisors, LLC | 0.25% | Add +13.6% | 6,076 | $603K |
| Bfsg, LLC | 0.07% | Reduce -2.0% | 6,042 | $599K |
| Tennessee Valley Asset Management Partners | 0.15% | Reduce -55.7% | 6,040 | $599K |
| Roberts Financial Services LLC | 0.21% | Reduce -69.6% | 6,014 | $597K |
| Oak Wealth Advisors LLC | 0.38% | Add +3.7% | 6,013 | $596K |
| CWA Asset Management Group, LLC | 0.03% | Reduce -97.4% | 5,978 | $593K |
| Truefg, LLC | 0.18% | Reduce -7.4% | 5,945 | $590K |
| Financial Partners Group, LLC | 0.21% | New | 5,927 | $588K |
| Kintra Wealth, LLC | 0.35% | Reduce -7.5% | 5,899 | $585K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Add +0.6% | 5,877 | $583K |
| BlueStem Wealth Partners, LLC | 0.07% | Reduce -8.1% | 5,848 | $580K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +7255.9% | 1,412,774 | $576K |
| PAX Financial Group, LLC | 0.11% | Add +0.6% | 5,796 | $575K |
| Madden Advisory Services, Inc. | 0.24% | Reduce -5.5% | 5,740 | $569K |
| Sterling Group Wealth Management, LLC | 0.31% | Reduce -9.5% | 5,700 | $565K |
| Asset Allocation & Management Company, LLC | 0.26% | No change | 5,692 | $565K |
| Peterson Wealth Services | 0.15% | Add +2.7% | 5,688 | $564K |
| Partners in Financial Planning | 0.10% | Add +0.3% | 5,671 | $563K |
| Garden State Investment Advisory Services LLC | 0.15% | Add +3.3% | 5,669 | $562K |
| Silver Oak Securities, Incorporated | 0.05% | Add +1.6% | 5,649 | $560K |
| Prairiewood Capital, LLC | 0.21% | Reduce -18.4% | 5,645 | $560K |
| Summit Financial Strategies, Inc. | 0.05% | Reduce -5.2% | 5,578 | $553K |
| Seascape Capital Management | 0.17% | Reduce -16.0% | 5,514 | $547K |
| Harvest Investment Services, LLC | 0.12% | Reduce -0.3% | 5,510 | $547K |
| Promus Capital, LLC | 0.35% | Add +0.4% | 5,491 | $545K |
| Moloney Securities Asset Management, LLC | 0.07% | Add +29.4% | 5,457 | $541K |
| Balanced Rock Investment Advisors LLC | 0.42% | Reduce -8.6% | 5,424 | $538K |
| NWK Group, Inc. | 0.19% | Add +4.5% | 5,415 | $537K |
| Ascentis Wealth Management, LLC | 0.15% | Add +1.9% | 5,412 | $535K |
| Cadence Bank | 0.04% | Add +6.8% | 5,395 | $535K |
| Country Club Bank | 0.03% | Add +2.9% | 5,415 | $535K |
| FAS Wealth Partners, Inc. | 0.04% | Add +1.6% | 5,390 | $535K |
| Proffitt & Goodson Inc. | 0.08% | Reduce -2.9% | 5,373 | $533K |
| TSA Wealth Managment LLC | 0.19% | Reduce -6.6% | 5,350 | $531K |
| Diversified Portfolios, Inc. | 0.05% | Reduce -6.8% | 5,294 | $525K |
| Old Mission Investment Co LLC | 0.14% | Reduce -0.4% | 5,284 | $524K |
| BKM Wealth Management, LLC | 0.20% | Reduce -1.0% | 5,246 | $520K |
| Susquehanna International Group, LLP | 0.00% | Reduce -96.6% | 5,244 | $520K |
| Gradient Capital Advisors, LLC | 0.15% | Reduce -0.6% | 5,208 | $517K |
| Financial Consulate, Inc. | 0.10% | Reduce -13.6% | 5,203 | $516K |
| GFS Advisors, LLC | 0.07% | Reduce -3.7% | 5,200 | $516K |
| Continuum Advisory, LLC | 0.06% | Add +21.9% | 5,191 | $515K |
| Williams Jones Wealth Management, LLC. | 0.01% | Add +59.4% | 5,176 | $513K |
| Dover Advisors, LLC | 0.23% | New | 5,166 | $512K |
| Sprott Inc. | 0.03% | Add +4.1% | 5,160 | $512K |
| Magnolia Private Wealth, LLC | 0.39% | Reduce -15.9% | 5,124 | $508K |
| Tidemark, LLC | 0.16% | Reduce -9.1% | 5,113 | $507K |
| Traynor Capital Management, Inc. | 0.04% | Add +32.9% | 5,104 | $504K |
| Leo Wealth, LLC | 0.04% | New | 5,034 | $499K |
| MCF Advisors LLC | 0.03% | Reduce -23.1% | 5,019 | $498K |
| Vision Financial Markets LLC | 0.47% | No change | 5,000 | $496K |
| Capital Investment Advisory Services, LLC | 0.04% | Reduce -53.7% | 4,975 | $494K |
| Tucker Asset Management LLC | 0.16% | Add +386.9% | 4,962 | $492K |
| Palisade Asset Management, LLC | 0.05% | Reduce -4.8% | 4,954 | $491K |
| GSG Advisors LLC | 0.14% | Add +0.5% | 4,954 | $491K |
| Guerra Advisors Inc | 0.23% | New | 4,936 | $490K |
| Birch Financial Group, LLC | 0.39% | Reduce -13.8% | 4,931 | $489K |
| Clare Market Investments LLC | 0.11% | Add +0.1% | 4,914 | $487K |
| J. W. Coons Advisors, LLC | 0.11% | No change | 4,898 | $486K |
| Trek Financial, LLC | 0.03% | Reduce -44.4% | 4,897 | $486K |
| Manuka Financial, LLC | 0.26% | Add +0.7% | 4,876 | $484K |
| Power Wealth Management LLC | 0.19% | Add +3.4% | 4,874 | $484K |
| Chapin Davis, Inc. | 0.13% | Add +0.1% | 4,848 | $481K |
| Boreal Capital Management LLC | 0.46% | — | 4,820 | $478K |
| New World Advisors LLC | 0.10% | Reduce -33.3% | 4,811 | $477K |
| Vontobel Holding Ltd. | 0.00% | Add +6.9% | 4,805 | $477K |
| Cary Street Partners Investment Advisory LLC | 0.23% | Add +181.5% | 4,799 | $476K |
| Dale Q Rice Investment Management Ltd | 0.39% | Reduce -50.0% | 4,847 | $474K |
| Willis Johnson & Associates, Inc. | 0.03% | Add +6.9% | 4,782 | $474K |
| Drucker Wealth 3.0, LLC | 0.09% | Add +3.0% | 4,813 | $474K |
| Maseco LLP | 0.02% | — | 4,768 | $473K |
| MBL Wealth, LLC | 0.05% | Reduce -0.1% | 4,755 | $472K |
| Elevation Point Wealth Partners, LLC | 0.04% | Reduce -32.6% | 4,743 | $471K |
| Rivernorth Capital Management, LLC | 0.03% | New | 4,742 | $470K |
| Americana Partners, LLC | 0.02% | Reduce -1.6% | 4,739 | $470K |
| M1 Capital Management LLC | 0.24% | Add +16.8% | 4,732 | $469K |
| Droms Strauss Advisors Inc. /Mo/ | 0.14% | Add +57.3% | 4,731 | $469K |
| Hemington Wealth Management | 0.07% | Add +18.5% | 4,719 | $468K |
| Mittelman Wealth Management | 0.39% | Reduce -46.7% | 4,714 | $468K |
| Burney Co./ | 0.02% | Reduce -31.1% | 4,710 | $467K |
| Victory Financial Group, LLC | 0.07% | Reduce -50.0% | 4,710 | $467K |
| Boston Research & Management Inc. | 0.11% | Add +9.1% | 4,706 | $467K |
| Atlas Legacy Advisors, LLC | 0.10% | Add +1.7% | 4,693 | $466K |
| Sonata Capital Group Inc. | 0.19% | No change | 4,673 | $464K |
| Halbert Hargrove Global Advisors, LLC | 0.02% | No change | 4,675 | $464K |
| Brown Wealth Management, LLC | 0.14% | No change | 4,626 | $459K |
| KPP Advisory Services LLC | 0.08% | Reduce -13.7% | 4,605 | $457K |
| AQR Capital Management | 0.00% | Reduce -20.1% | 4,592 | $456K |
| Haverford Trust Co | 0.00% | Reduce -35.0% | 4,591 | $455K |
| WNY Asset Management, LLC | 0.05% | Reduce -2.2% | 4,579 | $454K |
| Your Advocates Ltd., LLP | 0.16% | Add +8.3% | 4,575 | $454K |
| Abel Hall, LLC | 0.21% | Reduce -25.8% | 4,523 | $449K |
| RW Investment Management LLC | 0.05% | New | 4,522 | $449K |
| Advance Capital Management, Inc. | 0.02% | Add +77.9% | 4,503 | $447K |
| Legacy Investment Solutions, LLC | 0.24% | — | 4,491 | $446K |
| Legacy Wealth Managment, LLC | 0.24% | Add +3805.2% | 4,491 | $446K |
| City Center Advisors, LLC | 0.48% | Add +6.5% | 4,488 | $445K |
| Inspire Trust Co, N.A. | 0.09% | No change | 4,486 | $445K |
| WealthPlan Investment Management, LLC | 0.03% | Reduce -4.0% | 4,473 | $444K |
| Heritage Wealth Advisors | 0.02% | Add +7.7% | 4,470 | $443K |
| Quadcap Wealth Management, LLC | 0.06% | Reduce -11.5% | 4,435 | $440K |
| Bulltick Wealth Management, LLC | 0.11% | No change | 4,415 | $438K |
| Y.D. More Investments Ltd | 0.03% | Add +33.1% | 4,420 | $438K |
| Disciplined Investments, LLC | 0.18% | Reduce -52.7% | 4,400 | $436K |
| Chancellor Financial Group WB LP | 0.34% | Reduce -0.2% | 4,400 | $436K |
| Resurgent Financial Advisors LLC | 0.24% | Reduce -19.4% | 4,378 | $434K |
| Howe & Rusling Inc. | 0.03% | Reduce -49.7% | 4,361 | $433K |
| Wood Tarver Financial Group, LLC | 0.13% | Reduce -3.7% | 4,363 | $432K |
| Gray Private Wealth, LLC | 0.23% | Add +6.1% | 4,343 | $431K |
| HUB Investment Partners, LLC | 0.01% | Reduce -27.6% | 4,294 | $426K |
| Cottage Street Advisors LLC | 0.22% | Add +1.1% | 4,292 | $426K |
| Mosaic Family Wealth Partners, LLC | 0.05% | Reduce -0.3% | 4,289 | $425K |
| MidAtlantic Capital Management, Inc. | 0.30% | Add +0.5% | 4,258 | $422K |
| Insight Wealth Partners, LLC | 0.23% | Add +47.0% | 4,215 | $418K |
| Topsail Wealth Management, LLC | 0.08% | Add +0.2% | 4,209 | $418K |
| SteelPeak Wealth, LLC | 0.02% | Add +4.9% | 4,208 | $417K |
| Atlanta Consulting Group Advisors, LLC | 0.11% | Reduce -7.9% | 4,190 | $416K |
| Farrow Financial, Inc. | 0.25% | Add +7.8% | 4,165 | $413K |
| Life Line Wealth Management LLC | 0.13% | Add +1.0% | 4,161 | $413K |
| Hanson & Doremus Investment Management | 0.06% | Reduce -2.1% | 4,156 | $412K |
| Parkside Financial Bank & Trust | 0.04% | Add +524.9% | 4,143 | $411K |
| 25 LLC | 0.15% | Add +1.1% | 4,121 | $409K |
| Anchor Capital Advisors LLC | 0.01% | Reduce -13.2% | 4,120 | $409K |
| Bogart Wealth, LLC | 0.02% | No change | 4,117 | $408K |
| Carter Financial Group, INC. | 0.27% | — | 4,110 | $408K |
| WealthCollab, LLC | 0.23% | No change | 4,082 | $405K |
| Syverson Strege & Co | 0.10% | Reduce -9.7% | 4,082 | $405K |
| Summit X, LLC | 0.07% | Add +0.3% | 4,018 | $399K |
| 4WEALTH Advisors, Inc. | 0.41% | Reduce -0.3% | 4,003 | $397K |
| Rockingstone Advisors LLC | 0.21% | Reduce -25.2% | 4,000 | $397K |
| Frank, Rimerman Advisors LLC | 0.03% | No change | 3,996 | $396K |
| PMG Wealth Management, Inc. | 0.33% | Reduce -18.8% | 4,000 | $396K |
| Twin Peaks Wealth Advisors, LLC | 0.13% | Reduce -7.6% | 3,993 | $395K |
| German American Bancorp, Inc. | 0.04% | Reduce -8.3% | 3,981 | $395K |
| Trust Co of the South | 0.07% | No change | 3,958 | $393K |
| Clearstead Trust, LLC | 0.07% | Add +209.8% | 3,950 | $392K |
| Apeiron RIA LLC | 0.10% | Reduce -22.0% | 3,912 | $388K |
| Defined Wealth Management, LLC | 0.24% | Add +5.0% | 3,854 | $382K |
| Peregrine Asset Advisers, Inc. | 0.12% | Reduce -11.3% | 3,853 | $382K |
| RiverFront Investment Group, LLC | 0.01% | Reduce -55.9% | 3,841 | $381K |
| Rosenberg Matthew Hamilton | 0.09% | Reduce -17.1% | 3,840 | $381K |
| Joel Isaacson & Co., LLC | 0.02% | Reduce -1.8% | 3,834 | $380K |
| Financial Sense Advisors, Inc. | 0.09% | Add +1.9% | 3,771 | $374K |
| Ssa Swiss Advisors AG | 0.18% | Reduce -22.1% | 3,793 | $373K |
| Bravias Capital Group, LLC | 0.27% | Reduce -8.6% | 3,748 | $372K |
| Astoria Portfolio Advisors LLC. | 0.10% | No change | 3,773 | $371K |
| Legacy Capital Wealth Partners, LLC | 0.08% | Add +0.6% | 3,730 | $370K |
| Petix & Botte Co | 0.09% | Add +0.1% | 3,722 | $369K |
| Ssi Investment Management LLC | 0.15% | Reduce -1.7% | 3,720 | $369K |
| Creative Capital Management Investments LLC | 0.13% | No change | 3,716 | $369K |
| Montag A & Associates Inc. | 0.02% | Reduce -41.4% | 3,679 | $365K |
| Transcendent Capital Group LLC | 0.19% | Reduce -1.8% | 3,678 | $365K |
| Clear Investment Research, LLC | 0.46% | Add +0.3% | 3,678 | $365K |
| Strategic Investment Solutions, Inc. | 0.11% | Reduce -4.7% | 3,674 | $364K |
| Sachetta, LLC | 0.14% | No change | 3,671 | $364K |
| W Advisors, LLC | 0.21% | Reduce -0.7% | 3,669 | $364K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -34.2% | 3,655 | $363K |
| Coastal Bridge Advisors, LLC | 0.03% | New | 3,655 | $363K |
| North Star Investment Management Corp. | 0.03% | Add +0.5% | 3,641 | $361K |
| Northstar Group, Inc. | 0.06% | No change | 3,630 | $360K |
| Sentinel Pension Advisors, LLC | 0.06% | Reduce -12.8% | 3,627 | $360K |
| Claro Advisors Inc. | 0.06% | Reduce -28.6% | 3,624 | $360K |
| Greenleaf Trust | 0.00% | New | 3,610 | $358K |
| Meadow Creek Wealth Advisors LLC | 0.24% | No change | 3,605 | $358K |
| Philip James Wealth Mangement, LLC | 0.05% | No change | 3,603 | $357K |
| Plum Street Advisors, LLC | 0.16% | Reduce -17.5% | 3,600 | $357K |
| Capital Advisors, Ltd. LLC | 0.04% | Add +0.1% | 3,602 | $357K |
| Elevatus Welath Management | 0.12% | Reduce -98.0% | 3,585 | $356K |
| Semus Wealth Partners LLC | 0.23% | Add +54.4% | 3,578 | $355K |
| MGB Wealth Management, LLC | 0.12% | New | 3,579 | $354K |
| Strategent Financial, LLC | 0.28% | Reduce -6.9% | 3,558 | $353K |
| Pine Ridge Advisers LLC | 0.02% | New | 3,543 | $351K |
| Cypress Wealth Services, LLC | 0.06% | Reduce -13.9% | 3,526 | $350K |
| Annex Advisory Services, LLC | 0.01% | Reduce -14.1% | 3,523 | $349K |
| WP Advisors, LLC | 0.10% | Reduce -93.3% | 3,517 | $349K |
| Tempus Wealth Planning, LLC | 0.09% | Reduce -8.3% | 3,513 | $348K |
| Lewis Asset Management, LLC | 0.16% | New | 3,513 | $348K |
| Brickley Wealth Management | 0.07% | Add +8.6% | 3,511 | $348K |
| Everhart Financial Group, Inc. | 0.04% | Reduce -2.0% | 3,486 | $346K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -7.1% | 3,471 | $344K |
| Canopy Partners, LLC | 0.13% | No change | 3,450 | $342K |
| Edmond DE Rothschild Holding S.A. | 0.01% | No change | 3,449 | $342K |
| Romano Brothers and Company | 0.04% | No change | 3,446 | $342K |
| GR Financial Group, LLC | 0.08% | Reduce -17.8% | 3,441 | $341K |
| AlphaCore Capital LLC | 0.01% | Add +741.2% | 3,432 | $340K |
| Segment Wealth Management, LLC | 0.02% | Add +2.4% | 3,427 | $340K |
| Northwest Financial Advisors | 0.47% | Reduce -1.7% | 3,414 | $339K |
| SOA Wealth Advisors, LLC. | 0.06% | Add +1.7% | 3,401 | $337K |
| Community Trust & Investment Co. | 0.02% | New | 3,400 | $337K |
| Note Advisors, LLC | 0.23% | Reduce -10.7% | 3,391 | $336K |
| Westshore Wealth, LLC | 0.13% | Reduce -0.9% | 3,388 | $336K |
| Verus Capital Partners, LLC | 0.03% | Reduce -2.1% | 3,383 | $336K |
| Willow Creek Wealth Management Inc. | 0.03% | No change | 3,378 | $335K |
| Goelzer Investment Management, Inc. | 0.02% | Add +4.0% | 3,378 | $335K |
| Westmount Partners, LLC | 0.09% | Reduce -2.3% | 3,364 | $334K |
| Farmers National Bank | 0.09% | Reduce -10.3% | 3,361 | $333K |
| Financial Management Professionals, Inc. | 0.04% | Reduce -9.1% | 3,357 | $333K |
| Argent Trust Co | 0.01% | Reduce -1.0% | 3,340 | $331K |
| Well Done, LLC | 0.06% | Add +57.9% | 3,331 | $330K |
| Foundation Wealth Management, LLC\PA | 0.14% | Add +0.1% | 3,330 | $330K |
| Hardin Capital Partners, LLC | 0.19% | Reduce -2.7% | 3,341 | $330K |
| Cedar Point Capital Partners, LLC | 0.23% | Reduce -7.2% | 3,309 | $328K |
| MPWM Advisory Solutions, LLC | 0.21% | Add +116.1% | 3,285 | $326K |
| LM Advisors LLC | 0.04% | New | 3,273 | $325K |
| Middleton & Co. Inc. | 0.04% | No change | 3,250 | $322K |
| West Branch Capital LLC | 0.10% | Reduce -5.8% | 3,243 | $322K |
| Wetzel Investment Advisors, Inc. | 0.15% | Reduce -0.4% | 3,229 | $320K |
| PSI Advisors, LLC | 0.16% | Add +375.3% | 3,227 | $320K |
| Silverlake Wealth Management LLC | 0.09% | New | 3,225 | $320K |
| Weaver Consulting Group | 0.09% | Add +2.6% | 3,214 | $319K |
| American Financial Advisors, LLC | 0.04% | Add +0.7% | 3,212 | $319K |
| Riverbend Wealth Management, LLC | 0.24% | New | 3,197 | $317K |
| Parkshore Wealth Management, Inc. | 0.15% | Add +0.1% | 3,194 | $317K |
| Pine Valley Investments Ltd Liability Co | 0.02% | New | 3,156 | $313K |
| Rise Advisors, LLC | 0.12% | Add +4.4% | 3,148 | $312K |
| Stelac Advisory Services LLC | 0.12% | No change | 3,136 | $311K |
| Performance Wealth Partners, LLC | 0.01% | Add +2.7% | 3,132 | $311K |
| Cutler Investment Counsel LLC | 0.03% | Add +5.2% | 3,127 | $310K |
| Hippocratic Financial Advisors, LLC | 0.17% | No change | 3,124 | $310K |
| Wincap Financial LLC | 0.25% | New | 3,114 | $309K |
| Talon Private Wealth, LLC | 0.04% | Add +12.6% | 3,111 | $309K |
| Basepoint Wealth LLC | 0.24% | Add +1.1% | 3,091 | $307K |
| Crescent Grove Advisors, LLC | 0.03% | Reduce -2.4% | 3,091 | $307K |
| Magnus Financial Group LLC | 0.03% | Reduce -21.8% | 3,084 | $306K |
| Schneider Downs Wealth Management Advisors, LP | 0.05% | Reduce -1.9% | 3,078 | $305K |
| Impact Partnership Wealth, LLC | 0.06% | Reduce -22.9% | 3,077 | $305K |
| Stephenson & Company, Inc. | 0.19% | No change | 3,072 | $305K |
| Absolute Capital Management, LLC | 0.15% | Add +31.6% | 3,068 | $304K |
| Beaumont Financial Advisors, LLC | 0.02% | Reduce -22.0% | 3,063 | $304K |
| Affinity Capital Advisors, LLC | 0.05% | Reduce -8.6% | 3,049 | $302K |
| Eastern Bank | 0.01% | Add +79.1% | 3,046 | $302K |
| Lee Danner & Bass Inc. | 0.02% | Reduce -73.1% | 3,042 | $302K |
| Independent Family Office, LLC | 0.14% | No change | 3,032 | $301K |
| Centaurus Financial, Inc. | 0.02% | Add +12.7% | 3,026 | $300K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Add +126.0% | 3,019 | $299K |
| Gables Capital Management Inc. | 0.14% | No change | 3,000 | $298K |
| Radnor Capital Management, LLC | 0.05% | Reduce -14.7% | 2,989 | $297K |
| SWP Financial LLC | 0.16% | Add +5.2% | 2,990 | $297K |
| Tenret Co LLC | 0.16% | No change | 2,990 | $297K |
| Debussy Capital Management LP | 0.04% | Reduce -1.8% | 2,975 | $295K |
| CJM Wealth Advisers, Ltd. | 0.10% | Reduce -0.2% | 2,969 | $295K |
| Etesian Wealth Advisors, Inc. | 0.11% | Reduce -41.4% | 2,955 | $293K |
| Glen Eagle Advisors, LLC | 0.04% | Add +1.5% | 2,924 | $290K |
| Strategic Investment Advisors / MI | 0.03% | Add +5.1% | 2,913 | $289K |
| Waters Parkerson & Co., LLC | 0.01% | Reduce -1.9% | 2,910 | $289K |
| Stordahl Capital Management, Inc. | 0.06% | Reduce -1.2% | 2,905 | $288K |
| Essex Financial Services, Inc. | 0.02% | New | 2,904 | $288K |
| Holistic Financial Partners | 0.13% | Reduce -1.4% | 2,902 | $288K |
| Everett Harris & Co. | 0.00% | No change | 2,892 | $287K |
| Signaturefd, LLC | 0.00% | Reduce -71.4% | 2,889 | $287K |
| Independence Bank of Kentucky | 0.04% | Reduce -6.2% | 2,870 | $285K |
| Endowment Wealth Management, Inc. | 0.15% | Add +9.7% | 2,868 | $284K |
| Axim Planning & Wealth | 0.26% | New | 2,867 | $284K |
| Atticus Wealth Management, LLC | 0.08% | Reduce -59.5% | 2,854 | $283K |
| Towneley Capital Management, Inc / DE | 0.06% | Reduce -6.1% | 2,837 | $281K |
| Lyell Wealth Management, LP | 0.02% | No change | 2,835 | $281K |
| Sandbox Financial Partners, LLC | 0.09% | New | 2,832 | $281K |
| Pension & Wealth Management Advisors, Inc. | 0.09% | Reduce -8.1% | 2,821 | $280K |
| Courage Miller Partners, LLC | 0.09% | No change | 2,805 | $278K |
| Stonebridge Capital Advisors LLC | 0.02% | Reduce -0.7% | 2,800 | $278K |
| FSM Wealth Advisors, LLC | 0.05% | Add +15.9% | 2,824 | $277K |
| Benin Management CORP | 0.07% | No change | 2,792 | $277K |
| United Bank | 0.11% | No change | 2,789 | $277K |
| Noesis Capital Mangement Corp. | 0.05% | New | 2,784 | $276K |
| BNC Wealth Management, LLC | 0.08% | Add +3.4% | 2,769 | $275K |
| Traub Capital Management LLC | 0.25% | — | 2,755 | $273K |
| Anchor Investment Management, LLC | 0.02% | Add +221.3% | 2,750 | $273K |
| Ameraudi Asset Management, Inc. | 0.14% | Reduce -50.4% | 2,740 | $272K |
| Howard Bailey Securities, LLC | 0.08% | Reduce -0.6% | 2,731 | $271K |
| Cornerstone Advisory, LLC | 0.03% | Reduce -2.1% | 2,721 | $270K |
| Associated Banc-Corp | 0.01% | Reduce -6.6% | 2,707 | $269K |
| Fragasso Financial Advisors Inc | 0.02% | Add +0.1% | 2,692 | $267K |
| New Insight Wealth Advisors | 0.11% | No change | 2,686 | $266K |
| Clearview Wealth Advisors LLC | 0.18% | Reduce -6.3% | 2,676 | $265K |
| Invst, LLC | 0.03% | New | 2,666 | $265K |
| Certified Advisory Corp | 0.03% | Add +14.9% | 2,666 | $265K |
| Wolff Wiese Magana LLC | 0.16% | No change | 2,663 | $264K |
| Promethium Advisors,llc | 0.16% | Reduce -14.5% | 2,662 | $264K |
| Northstar Financial Companies, Inc. | 0.27% | Add +0.1% | 2,657 | $264K |
| Braun-Bostich & Associates Inc. | 0.18% | Add +3.6% | 2,657 | $264K |
| Thomasville National Bank | 0.02% | Reduce -35.5% | 2,655 | $263K |
| Wealthgarden F.S. LLC | 0.22% | Add +1.2% | 2,666 | $263K |
| Pines Wealth Management, LLC | 0.09% | Reduce -5.0% | 2,665 | $262K |
| Old Port Advisors | 0.07% | Reduce -10.8% | 2,644 | $262K |
| Cadinha & Co. LLC | 0.04% | Add +0.0% | 2,631 | $261K |
| RHS Financial, LLC | 0.15% | Reduce -48.2% | 2,618 | $260K |
| Archford Capital Strategies, LLC | 0.03% | Reduce -0.3% | 2,612 | $259K |
| Fidelity D & D Bancorp Inc. | 0.16% | New | 2,601 | $258K |
| Allianz Asset Management GmbH | 0.00% | No change | 2,600 | $258K |
| Garrett Wealth Advisory Group, LLC | 0.05% | Reduce -1.9% | 2,581 | $256K |
| Keebeck Wealth Management | 0.03% | Reduce -10.5% | 2,574 | $255K |
| Chilton Capital Management LLC | 0.01% | No change | 2,570 | $255K |
| Icon Wealth Advisors, LLC | 0.02% | Add +16.7% | 2,560 | $254K |
| Moment Partners, LLC | 0.05% | Reduce -5.7% | 2,544 | $252K |
| Wealth Advisors of Tampa Bay, LLC | 0.09% | No change | 2,535 | $251K |
| Roman Butler Fullerton & Co. | 0.07% | New | 2,545 | $251K |
| Spreng Capital Management, Inc. | 0.11% | Reduce -12.9% | 2,515 | $249K |
| Sykon Capital LLC | 0.09% | Reduce -5.8% | 2,509 | $249K |
| Catalyst Private Wealth, LLC | 0.11% | No change | 2,505 | $248K |
| Owen LaRue, LLC | 0.11% | New | 2,502 | $248K |
| Lanham O'Dell & Company, Inc. | 0.10% | No change | 2,500 | $248K |
| White Lighthouse Investment Management Inc. | 0.04% | Reduce -1.9% | 2,499 | $248K |
| Nordwand Advisors, LLC | 0.04% | Add +9155.6% | 2,499 | $248K |
| Ballew Advisors, Inc | 0.15% | Reduce -91.3% | 2,507 | $247K |
| Evermay Wealth Management LLC | 0.03% | No change | 2,481 | $246K |
| ARS Wealth Advisors Group, LLC | 0.03% | Reduce -1.0% | 2,481 | $246K |
| Kickstand Ventures, Llc. | 0.06% | Reduce -1.4% | 2,481 | $246K |
| McIlrath & Eck, LLC | 0.03% | No change | 2,481 | $246K |
| Ameriflex Group, Inc. | 0.13% | Reduce -12.0% | 2,473 | $245K |
| Scott Capital Advisors, LLC | 0.07% | Reduce -11.0% | 2,484 | $245K |
| Zullo Investment Group, Inc. | 0.10% | Reduce -2.8% | 2,455 | $244K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.08% | Add +31.4% | 2,448 | $243K |
| Human Investing LLC | 0.04% | Reduce -6.1% | 2,445 | $243K |
| Mosaic Advisors LLC | 0.36% | Add +1.0% | 2,442 | $242K |
| Raab & Moskowitz Asset Management LLC | 0.06% | New | 2,441 | $242K |
| Almanack Investment Partners, LLC. | 0.04% | New | 2,434 | $241K |
| Total Clarity Wealth Management, Inc. | 0.07% | Add +11.9% | 2,433 | $241K |
| Peak Planning Group, LLC | 0.15% | Reduce -11.0% | 2,431 | $241K |
| Client 1ST Advisory Group, LLC | 0.09% | No change | 2,430 | $241K |
| WealthTrust Axiom LLC | 0.07% | No change | 2,423 | $240K |
| O'Brien Wealth Partners LLC | 0.04% | Reduce -8.0% | 2,420 | $240K |
| Precision Wealth Strategies, LLC | 0.08% | New | 2,420 | $240K |
| Sierra Ocean, LLC | 0.17% | No change | 2,437 | $240K |
| Kanawha Capital Management LLC | 0.02% | Reduce -4.8% | 2,407 | $239K |
| Morris Financial Concepts, Inc. | 0.09% | Reduce -8.5% | 2,404 | $238K |
| Hengehold Capital Management LLC | 0.02% | Reduce -38.8% | 2,403 | $238K |
| Fort Sheridan Advisors LLC | 0.03% | Reduce -7.1% | 2,370 | $235K |
| Novem Group | 0.03% | Add +9.8% | 2,367 | $235K |
| Financial Advisors Network, Inc. | 0.04% | Reduce -2.3% | 2,366 | $235K |
| Wealth Forward, LLC | 0.16% | New | 2,346 | $233K |
| Daner Wealth Management, LLC | 0.16% | — | 2,350 | $233K |
| Rothschild Investment LLC | 0.01% | Add +3.0% | 2,339 | $232K |
| Palacios Wealth Management, LLC | 0.19% | No change | 2,339 | $232K |
| Fourth Dimension Wealth, LLC | 0.10% | Add +416.1% | 2,338 | $232K |
| Fiduciary Alliance LLC | 0.02% | New | 2,334 | $232K |
| Moneco Advisors, LLC | 0.02% | Add +1.3% | 2,324 | $231K |
| Brandywine Oak Private Wealth LLC | 0.02% | Reduce -37.5% | 2,322 | $230K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.05% | New | 2,319 | $230K |
| Live Oak Private Wealth LLC | 0.03% | Reduce -3.0% | 2,309 | $229K |
| Silver Oak Advisory Group, Inc. | 0.11% | No change | 2,319 | $229K |
| Keystone Financial Group | 0.02% | Reduce -75.9% | 2,302 | $228K |
| Essex Bank | 0.05% | Reduce -9.0% | 2,300 | $228K |
| Appleton Partners Inc. | 0.02% | Add +10.5% | 2,303 | $228K |
| Prudent Man Advisors, LLC | 0.07% | No change | 2,298 | $228K |
| Ehrlich Financial Group | 0.15% | Add +3.0% | 2,288 | $227K |
| Essential Planning, LLC. | 0.08% | Reduce -2.1% | 2,284 | $227K |
| Hills Bank & Trust Co | 0.01% | Add +1.8% | 2,281 | $226K |
| Cerro Pacific Wealth Advisors LLC | 0.06% | New | 2,277 | $226K |
| Bank Ozk | 0.09% | Add +2.7% | 2,276 | $226K |
| Joseph Group Capital Management | 0.08% | Reduce -7.4% | 2,274 | $226K |
| Fullcircle Wealth LLC | 0.08% | Reduce -5.3% | 2,273 | $226K |
| Allied Investment Advisors, LLC | 0.04% | No change | 2,269 | $225K |
| Waterway Wealth Management, LLC | 0.07% | New | 2,265 | $225K |
| Banque Pictet & Cie SA | 0.00% | No change | 2,261 | $224K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Add +9.3% | 2,233 | $222K |
| Cooper Financial Group | 0.03% | Reduce -19.5% | 2,222 | $220K |
| Pursue Wealth Partners LLC | 0.13% | No change | 2,220 | $220K |
| Missouri Trust & Investment Co | 0.07% | Add +0.4% | 2,217 | $220K |
| Beacon Capital Management, LLC | 0.03% | Reduce -52.1% | 2,215 | $220K |
| Redhawk Wealth Advisors, Inc. | 0.03% | Add +0.3% | 2,215 | $220K |
| 3EDGE Asset Management, LP | 0.01% | No change | 2,213 | $220K |
| Palumbo Wealth Management LLC | 0.07% | New | 2,180 | $216K |
| Potentia Wealth | 0.12% | New | 2,175 | $216K |
| SilverOak Wealth Management LLC | 0.04% | No change | 2,170 | $215K |
| Vestia Personal Wealth Advisors | 0.15% | Add +5.2% | 2,167 | $215K |
| Destiny Wealth Partners, LLC | 0.03% | Reduce -0.7% | 2,161 | $214K |
| Townsquare Capital LLC | 0.02% | Reduce -96.0% | 2,152 | $213K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -6.1% | 2,148 | $213K |
| LaSalle St. Investment Advisors, LLC | 0.06% | Add +1.7% | 2,149 | $213K |
| Wealth Management Nebraska | 0.03% | Reduce -76.1% | 2,155 | $211K |
| Life Planning Partners, Inc | 0.17% | Add +0.2% | 2,124 | $211K |
| Kings Path Partners LLC | 0.08% | Reduce -1.2% | 2,121 | $210K |
| Beacon Wealthcare LLC | 0.08% | New | 2,108 | $209K |
| Accredited Wealth Management, LLC | 0.17% | No change | 2,105 | $209K |
| PCG Asset Management, LLC | 0.18% | No change | 2,100 | $208K |
| WFA of San Diego, LLC | 0.15% | — | 2,100 | $208K |
| Gouws Capital LLC | 0.13% | No change | 2,100 | $208K |
| Boltwood Capital Management | 0.06% | No change | 2,100 | $208K |
| McHugh Group, LLC | 0.14% | No change | 2,089 | $207K |
| Harbour Capital Advisors, LLC | 0.04% | Add +2.7% | 2,100 | $207K |
| Trust Co. of Toledo NA | 0.02% | No change | 2,076 | $206K |
| Falcon Wealth Planning | 0.02% | Add +1.2% | 2,070 | $205K |
| Primoris Wealth Advisors, LLC | 0.14% | Reduce -57.3% | 2,069 | $205K |
| Pine Haven Investment Counsel, Inc | 0.16% | No change | 2,065 | $205K |
| Maltin Wealth Management, Inc. | 0.09% | New | 2,058 | $204K |
| Evercore Wealth Management, LLC | 0.00% | No change | 2,045 | $203K |
| Partners Wealth Management, LLC | 0.23% | No change | 2,047 | $203K |
| Wick Capital Partners, LLC | 0.05% | Add +488.6% | 11,983 | $202K |
| First Heartland Consultants, Inc. | 0.02% | New | 2,034 | $202K |
| TCFG Wealth Management, LLC | 0.09% | New | 2,029 | $201K |
| Woodmont Investment Counsel LLC | 0.01% | No change | 2,026 | $201K |
| Delta Asset Management LLC | 0.02% | Reduce -0.7% | 2,025 | $201K |
| FWL Investment Management, LLC | 0.06% | No change | 2,012 | $200K |
| Midwest Capital Advisors, LLC | 0.10% | Reduce -15.3% | 1,989 | $197K |
| TFC Financial Management, Inc. | 0.03% | New | 1,935 | $192K |
| Cape Investment Advisory, Inc. | 0.07% | Add +1.7% | 1,928 | $191K |
| Kathleen S. Wright Associates Inc. | 0.07% | Add +57.0% | 1,852 | $184K |
| Richards, Merrill & Peterson, Inc. | 0.09% | Add +4.2% | 1,842 | $183K |
| Key Financial Inc | 0.04% | Add +3.0% | 1,837 | $182K |
| Indiana Trust & Investment Management Co | 0.06% | Add +80.6% | 1,822 | $181K |
| Global Trust Asset Management, LLC | 0.10% | No change | 1,797 | $178K |
| CNB Bank | 0.08% | No change | 1,797 | $178K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 1,793 | $178K |
| Barnes Dennig Private Wealth Management LLC | 0.21% | New | 1,753 | $174K |
| Matrix Private Capital Group LLC | 0.10% | No change | 1,723 | $171K |
| Cardiff Park Advisors, LLC | 0.01% | Add +0.8% | 1,656 | $164K |
| Bank of New Hampshire | 0.04% | No change | 1,655 | $164K |
| CarsonAllaria Wealth Management, Ltd. | 0.09% | Add +246.4% | 1,628 | $162K |
| Vermillion & White Wealth Management Group, LLC | 0.10% | Add +1.8% | 1,624 | $161K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 1,577 | $156K |
| St Germain D J Co. Inc. | 0.01% | Add +6192.0% | 1,573 | $156K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.05% | Add +2.7% | 1,570 | $156K |
| Valley Wealth Managers, Inc. | 0.01% | Add +18.1% | 1,558 | $155K |
| HHM Wealth Advisors, LLC | 0.02% | Reduce -39.2% | 1,553 | $154K |
| Centerpoint Advisors, LLC | 0.05% | No change | 1,550 | $154K |
| Friedenthal Financial | 0.08% | Add +6.3% | 1,529 | $152K |
| Flagship Wealth Advisors, LLC | 0.06% | New | 1,496 | $148K |
| Bangor Savings Bank | 0.01% | No change | 1,493 | $148K |
| Crews Bank & Trust | 0.02% | Add +0.8% | 1,475 | $146K |
| First Financial Corp. | 0.06% | Reduce -24.3% | 1,436 | $142K |
| Caldwell Sutter Capital, Inc. | 0.06% | No change | 1,425 | $141K |
| Ridgewood Investments LLC | 0.06% | No change | 1,408 | $140K |
| Capital Investment Counsel, Inc | 0.02% | No change | 1,400 | $139K |
| Cranbrook Wealth Management, LLC | 0.03% | Add +34.6% | 1,394 | $138K |
| Trust Co. of Vermont | 0.01% | Add +61.9% | 1,370 | $136K |
| Curat Global, LLC | 0.13% | No change | 1,346 | $133K |
| Glass Jacobson Investment Advisors llc | 0.05% | No change | 1,300 | $129K |
| Ritter Daniher Financial Advisory LLC / DE | 0.03% | No change | 1,290 | $128K |
| Oxford Financial Group, LTD. LLC | 0.01% | Add +28.8% | 1,263 | $125K |
| Oakworth Capital, Inc. | 0.01% | Reduce -50.5% | 1,219 | $121K |
| New Millennium Group LLC | 0.07% | Reduce -0.4% | 1,205 | $120K |
| N.E.W. Advisory Services LLC | 0.01% | No change | 1,180 | $117K |
| Russell Investments Group, Ltd. | 0.00% | Add +0.0% | 1,123 | $111K |
| Banque Cantonale Vaudoise | 0.00% | No change | 1,100 | $109K |
| Concord Wealth Partners | 0.02% | Add +70.2% | 1,079 | $107K |
| Darwin Wealth Management, LLC | 0.04% | Reduce -14.0% | 1,065 | $106K |
| Smallwood Wealth Investment Management, LLC | 0.06% | No change | 1,038 | $103K |
| Biltmore Family Office, LLC | 0.02% | Reduce -4.6% | 1,033 | $102K |
| Breakwater Investment Management | 0.04% | No change | 1,033 | $102K |
| Mechanics Financial Corp | 0.04% | No change | 1,000 | $99K |
| Comprehensive Financial Planning, Inc. | 0.08% | No change | 992 | $98K |
| Archer Investment Corp | 0.02% | Add +0.1% | 938 | $93K |
| Granite FO LLC | 0.05% | Add +0.3% | 903 | $90K |
| Park Square Financial Group, LLC | 0.06% | Reduce -34.9% | 878 | $87K |
| Winch Advisory Services, LLC | 0.02% | No change | 864 | $86K |
| Pflug Koory, LLC | 0.04% | Add +0.9% | 852 | $84K |
| Atlas Capital Advisors Inc. | 0.01% | Add +67.2% | 836 | $83K |
| Atlantic Edge Private Wealth Management, LLC | 0.02% | Reduce -10.8% | 820 | $81K |
| Tradewinds Capital Management, LLC | 0.02% | No change | 805 | $80K |
| JNBA Financial Advisors | 0.01% | No change | 796 | $79K |
| Medallion Wealth Advisors, LLC | 0.03% | Add +0.9% | 765 | $76K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +275.9% | 733 | $73K |
| ESL Trust Services, LLC | 0.01% | No change | 720 | $71K |
| Pacifica Partners Inc. | 0.03% | Reduce -4.1% | 721 | $71K |
| Brown, Lisle/Cummings, Inc. | 0.02% | Reduce -6.7% | 700 | $69K |
| Riggs Asset Managment Co. Inc. | 0.02% | No change | 699 | $69K |
| Founders Financial Alliance, LLC | 0.02% | Reduce -73.4% | 693 | $69K |
| Motco | 0.01% | Add +377.8% | 688 | $68K |
| Koesten, Hirschmann & Crabtree, INC. | 0.03% | Add +7.5% | 655 | $65K |
| Compass Financial Services Inc | 0.03% | Add +2239.3% | 655 | $65K |
| Activest Wealth Management | 0.01% | Add +252.6% | 617 | $61K |
| IMA Advisory Services, Inc. | 0.01% | New | 604 | $60K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -15.0% | 583 | $58K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 567 | $56K |
| Compass Planning Associates Inc | 0.05% | Reduce -86.3% | 561 | $56K |
| Navigoe, LLC | 0.04% | Reduce -4.9% | 542 | $53K |
| MJT & Associates Financial Advisory Group, Inc. | 0.06% | Reduce -7.7% | 526 | $52K |
| Steph & Co. | 0.02% | Add +22.0% | 516 | $51K |
| Keystone Global Partners, LLC | 0.03% | Reduce -29.3% | 509 | $51K |
| Transce3nd, LLC | 0.02% | Add +84.7% | 484 | $48K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 414 | $41K |
| City Holding Co. | 0.01% | Reduce -42.0% | 412 | $41K |
| Gould Capital, LLC | 0.02% | Reduce -14.4% | 367 | $36K |
| Covestor Ltd | 0.02% | Reduce -7.1% | 353 | $35K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Reduce -6.1% | 353 | $34K |
| Rakuten Securities, Inc. | 0.01% | Reduce -64.1% | 337 | $33K |
| Toth Financial Advisory Corp. | 0.00% | Reduce -43.6% | 336 | $33K |
| Chesapeake Asset Management LLC | 0.03% | No change | 334 | $33K |
| Roble, Belko & Company, Inc | 0.00% | No change | 334 | $33K |
| Copia Wealth Management | 0.03% | Reduce -14.9% | 331 | $33K |
| Consultiva Wealth Management, Corp. | 0.10% | No change | 317 | $31K |
| Asset Dedication, LLC | 0.00% | Reduce -56.2% | 316 | $31K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +104.5% | 315 | $31K |
| Bear Mountain Capital, Inc. | 0.01% | Add +0.6% | 315 | $31K |
| Elevate Wealth Advisory, Inc. | 0.02% | No change | 311 | $31K |
| Wagner Wealth Management, LLC | 0.01% | No change | 305 | $30K |
| Gen-Wealth Partners Inc | 0.01% | Add +1.7% | 301 | $30K |
| Punch & Associates Investment Management, Inc. | 0.00% | No change | 300 | $30K |
| Main Street Group, LTD | 0.01% | Add +47.0% | 294 | $29K |
| North Ridge Wealth Advisors, Inc. | 0.02% | New | 288 | $29K |
| Citizens National Bank Trust Department | 0.01% | Reduce -59.1% | 275 | $27K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 263 | $26K |
| Angeles Investment Advisors, LLC | 0.00% | New | 259 | $26K |
| Bradley & Co. Private Wealth Management, LLC | 0.02% | No change | 254 | $25K |
| SRH Advisors, LLC | 0.01% | No change | 250 | $25K |
| AllSquare Wealth Management LLC | 0.01% | No change | 235 | $23K |
| FSA Wealth Management LLC | 0.01% | No change | 212 | $23K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +0.9% | 232 | $23K |
| Hilltop National Bank | 0.01% | — | 220 | $22K |
| SJS Investment Consulting Inc. | 0.00% | No change | 213 | $21K |
| Morton Brown Family Wealth, LLC | 0.01% | No change | 209 | $21K |
| Murphy & Mullick Capital Management Corp | 0.02% | Add +0.5% | 206 | $20K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 206 | $20K |
| Tompkins Financial Corp. | 0.00% | No change | 204 | $20K |
| Investors Research Corp | 0.00% | No change | 203 | $20K |
| Founders Capital Management | 0.01% | No change | 200 | $20K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 200 | $20K |
| Kentucky Trust Co | 0.01% | No change | 194 | $19K |
| Financial Perspectives, Inc | 0.01% | No change | 190 | $19K |
| Paladin Advisory Group, LLC | 0.01% | No change | 189 | $19K |
| Dogwood Wealth Management LLC | 0.01% | New | 191 | $19K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 186 | $18K |
| Aventura Private Wealth, LLC | 0.01% | No change | 186 | $18K |
| HFM Investment Advisors, LLC | 0.01% | Add +17.6% | 180 | $18K |
| LRI Investments, LLC | 0.00% | Reduce -49.1% | 176 | $17K |
| Principia Wealth Advisory, LLC | 0.01% | New | 173 | $17K |
| Financial Gravity Companies, Inc. | 0.00% | — | 166 | $16K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 159 | $16K |
| Barrett & Company, Inc. | 0.01% | No change | 153 | $15K |
| Hurley Capital, LLC | 0.01% | No change | 148 | $15K |
| Sterling Capital Management LLC | 0.00% | No change | 141 | $14K |
| Tanglewood Legacy Advisors, LLC | 0.01% | Reduce -7.6% | 133 | $13K |
| Fortitude Family Office, LLC | 0.00% | New | 130 | $13K |
| Ironwood Wealth Management, LLC. | 0.00% | Reduce -33.5% | 121 | $12K |
| Old Second National Bank of Aurora | 0.00% | New | 117 | $12K |
| Iron Horse Wealth Management, LLC | 0.00% | Add +221.9% | 103 | $10K |
| Arvest Investments, Inc. | 0.00% | No change | 101 | $10K |
| State of Wyoming | 0.00% | No change | 100 | $10K |
| Towne Trust Company, N.A | 0.00% | No change | 95 | $9K |
| Deutsche Bank AG | 0.00% | No change | 89 | $9K |
| Pillar Financial Advisors, LLC | 0.01% | No change | 87 | $9K |
| GAMMA Investing LLC | 0.00% | No change | 86 | $9K |
| 2UniFi Bank | 0.00% | Reduce -72.5% | 84 | $8K |
| Nemes Rush Group LLC | 0.00% | No change | 82 | $8K |
| Clarity Asset Management, Inc. | 0.00% | Reduce -20.4% | 82 | $8K |
| LGT Financial Advisors LLC | 0.02% | Reduce -1.3% | 77 | $8K |
| IMG Wealth Management, Inc. | 0.01% | Reduce -82.9% | 75 | $7K |
| Quaker Wealth Management, LLC | 0.00% | — | 72 | $7K |
| First Community Trust NA | 0.01% | New | 65 | $6K |
| Strategic Wealth Investment Group, LLC | 0.01% | New | 64 | $6K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 63 | $6K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -22.8% | 61 | $6K |
| Optimum Investment Advisors | 0.00% | No change | 60 | $6K |
| Versant Capital Management, Inc | 0.00% | No change | 59 | $6K |
| Valley National Advisers Inc. | 0.00% | No change | 59 | $5K |
| New England Asset Management Inc. | 0.00% | No change | 50 | $5K |
| Pineridge Advisors LLC | 0.00% | Add +2.1% | 49 | $5K |
| Glassman Wealth Services | 0.00% | Reduce -11.1% | 48 | $5K |
| Fortis Group Advisors, LLC | 0.00% | Reduce -98.5% | 45 | $4K |
| Coston, McIsaac & Partners | 0.00% | No change | 45 | $4K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | No change | 39 | $4K |
| EPG Wealth Management LLC | 0.00% | Add +2.6% | 39 | $4K |
| Global Wealth Strategies & Associates | 0.00% | Reduce -17.8% | 37 | $4K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 31 | $3K |
| Semmax Financial Advisors Inc. | 0.00% | Reduce -95.0% | 31 | $3K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 30 | $3K |
| Solstein Capital, LLC | 0.00% | No change | 29 | $3K |
| Tortoise Investment Management, LLC | 0.00% | Add +31.8% | 29 | $3K |
| 1 North Wealth Services LLC | 0.00% | No change | 28 | $3K |
| Front Row Advisors LLC | 0.00% | No change | 27 | $3K |
| Dynamic Wealth Strategies, LLC | 0.00% | No change | 26 | $3K |
| Legacy Bridge, LLC | 0.00% | Add +25.0% | 25 | $2K |
| Millstone Evans Group, LLC | 0.00% | Reduce -97.7% | 21 | $2K |
| First United Bank & Trust | 0.00% | No change | 20 | $2K |
| WPG Advisers, LLC | 0.00% | No change | 19 | $2K |
| Mountain Hill Investment Partners Corp. | 0.00% | No change | 18 | $2K |
| PMV Capital Advisers, LLC | 0.00% | New | 18 | $2K |
| Hughes Financial Services, LLC | 0.00% | Reduce -68.0% | 16 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 14 | $1K |
| Nova Wealth Management, Inc. | 0.00% | New | 13 | $1K |
| New Republic Capital, LLC | 0.00% | No change | 12 | $1K |
| GE Investment Management Corp. | 0.00% | No change | 10 | $992 |
| one8zero8, LLC | 0.00% | Reduce -99.0% | 10 | $992 |
| Angeles Wealth Management, LLC | 0.00% | No change | 9 | $893 |
| Premier Financial Group | 0.00% | — | 7 | $693 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 2 | $226 |
| Kilter Group LLC | 0.00% | New | 2 | $199 |
| Safe Harbor Fiduciary, LLC | 0.00% | No change | 1 | $99 |
| Affinity Wealth LLC | 0.00% | New | 1 | $99 |
| Hoey Investments, Inc. | 0.00% | No change | 1 | $78 |
"% 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.