iShares Core U.S. AggregateAGGETF
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 1,931 institutions reported holding iShares Core U.S. Aggregate (AGG) in their 13F filings, up 21 from Q2 2025. 122 opened new positions and 94 sold out. The largest holders were Jones Financial Companies LLLP ($14.4B), Raymond James Financial Inc. ($7.9B) and Wells Fargo & Company ($6.4B). 5 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 Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- iShares Core U.S. Aggregate
- CUSIP
- 464287226
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 122 | $360.5M |
| Exits | 94 | $1.4B |
All 13F filers, Q2 2025 → Q3 2025: 76,474,735 shares bought and 87,410,978 shares sold, net −10,936,243 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,931 holders
| Jones Financial Companies LLLP | 9.81% | Reduce -1.0% | 143,917,621 | $14.4B |
| Raymond James Financial Inc. | 2.56% | Add +2.5% | 79,246,704 | $7.9B |
| Wells Fargo & Company | 1.31% | Add +14.6% | 63,845,735 | $6.4B |
| BlackRock, Inc. | 0.10% | Add +8.3% | 53,880,265 | $5.4B |
| Bank of America Corp. | 0.35% | Add +5.5% | 46,326,160 | $4.6B |
| US Bancorp \de | 5.03% | Reduce -3.7% | 42,354,274 | $4.2B |
| Envestnet Asset Management Inc. | 1.01% | Reduce -35.3% | 35,061,214 | $3.5B |
| Mercer Global Advisors Inc. | 5.56% | Add +17.5% | 33,227,135 | $3.3B |
| Morgan Stanley | 0.19% | Add +2.5% | 31,238,198 | $3.1B |
| Betterment LLC | 4.87% | Add +6.5% | 24,568,480 | $2.5B |
| Mastercard Foundation Asset Management Corp. | 4.39% | No change | 18,965,631 | $1.9B |
| Wealth Enhancement Advisory Services, LLC | 2.75% | Add +9.7% | 18,113,855 | $1.8B |
| Northern Trust Corp. | 0.21% | Reduce -0.4% | 16,557,819 | $1.7B |
| Ameriprise Financial Inc. | 0.36% | Add +6.5% | 15,507,033 | $1.6B |
| Cetera Investment Advisers | 1.76% | Add +187.3% | 15,139,297 | $1.5B |
| Goldman Sachs Group Inc. | 0.21% | Reduce -8.9% | 14,810,588 | $1.5B |
| Acorns Advisers, LLC | 9.90% | Add +6.7% | 12,549,487 | $1.3B |
| Creative Planning | 0.92% | Reduce -3.3% | 11,970,111 | $1.2B |
| Northwestern Mutual Wealth Management Co. | 0.79% | Reduce -0.8% | 11,865,716 | $1.2B |
| LPL Financial LLC | 0.34% | Add +12.9% | 11,780,943 | $1.2B |
| JPMorgan Chase & Co. | 0.07% | Add +5.7% | 11,618,735 | $1.2B |
| Johns Hopkins University | 64.53% | Reduce -1.4% | 11,550,613 | $1.2B |
| FMR LLC | 0.06% | Reduce -0.6% | 11,310,975 | $1.1B |
| Arizona PSPRS Trust | 38.50% | Reduce -17.2% | 11,145,577 | $1.1B |
| Mariner, LLC | 1.40% | Add +10.2% | 10,816,427 | $1.1B |
| WealthNavi Inc. | 9.67% | Add +4.0% | 10,411,748 | $1.0B |
| PNC Financial Services Group, Inc. | 0.57% | Add +3.3% | 9,425,011 | $944.9M |
| UBS Group AG | 0.18% | Reduce -6.1% | 9,369,437 | $939.3M |
| United Services Automobile Association | 63.95% | Add +81.7% | 9,126,963 | $915.0M |
| Tiaa Trust, National Association | 2.07% | Add +4.5% | 8,520,453 | $854.2M |
| Envestnet Portfolio Solutions, Inc. | 2.76% | Reduce -60.6% | 7,471,419 | $749.0M |
| Truist Financial Corp. | 1.00% | Add +5.7% | 7,327,426 | $734.6M |
| Charles Schwab Investment Management Inc. | 0.12% | Reduce -27.1% | 7,230,973 | $724.9M |
| Rwa Wealth Partners, LLC | 8.13% | Add +7.7% | 7,143,579 | $716.1M |
| Cerity Partners LLC | 1.14% | Add +4.7% | 7,021,638 | $703.9M |
| Stifel Financial Corp. | 0.60% | Reduce -16.2% | 6,525,696 | $654.2M |
| Bank of New York Mellon Corp | 0.10% | Add +5.1% | 5,590,144 | $560.4M |
| Mackenzie Financial Corp. | 0.67% | Add +15.4% | 5,514,800 | $552.9M |
| Members Trust Co | 18.09% | Add +0.6% | 5,486,716 | $550.0M |
| Captrust Financial Advisors | 1.10% | Reduce -34.1% | 5,401,273 | $541.5M |
| D.A. Davidson & Co. | 2.95% | Add +4.1% | 4,598,418 | $461.0M |
| Vantagepoint Investment Advisers LLC | 3.76% | Add +54.1% | 4,588,871 | $460.0M |
| Balentine LLC | 16.04% | Add +0.3% | 4,341,532 | $435.2M |
| Constellation Investments, Inc. | 19.44% | Reduce 0.0% | 4,148,919 | $415.9M |
| Royal Bank of Canada | 0.07% | Reduce -11.8% | 4,088,136 | $409.8M |
| Factory Mutual Insurance Co. | 3.67% | Add +66.6% | 3,755,423 | $376.5M |
| Steward Partners Investment Advisory, LLC | 2.11% | Add +196.4% | 3,668,854 | $367.8M |
| Citigroup Inc. | 0.25% | Reduce -0.4% | 3,534,306 | $354.3M |
| SigFig Wealth Management, LLC | 10.77% | Add +10.1% | 3,473,163 | $348.2M |
| Prime Capital Investment Advisors, LLC | 4.30% | Add +6.7% | 3,412,915 | $342.1M |
| SageView Advisory Group, LLC | 11.61% | Add +1.3% | 3,355,147 | $336.4M |
| &partners | 2.02% | Add +19.4% | 3,129,559 | $315.5M |
| Janus Henderson Group PLC | 0.14% | Add +6.0% | 3,137,334 | $314.5M |
| Mason Street Advisors, LLC | 31.58% | Add +8.8% | 3,039,330 | $304.7M |
| Prudential Financial Inc. | 0.36% | Reduce -43.9% | 3,002,098 | $299.0M |
| Simplify Asset Management Inc. | 5.69% | Reduce -9.9% | 2,802,663 | $281.0M |
| South Dakota Investment Council | 5.43% | Reduce -0.2% | 2,784,735 | $279.2M |
| Dynasty Wealth Management, LLC | 3.65% | Add +10.5% | 2,725,298 | $273.2M |
| Alliancebernstein L.P. | 0.08% | Add +3.5% | 2,651,804 | $265.8M |
| Bank of Montreal | 0.11% | Add +9.9% | 2,634,194 | $264.1M |
| Blue Trust, Inc. | 2.63% | Add +5.2% | 2,334,436 | $234.0M |
| O'shaughnessy Asset Management, LLC | 1.34% | Add +13.5% | 2,270,873 | $227.7M |
| Commonwealth Equity Services, LLC | 0.29% | Add +15.7% | 2,221,616 | $222.7M |
| Quotient Wealth Partners, LLC | 5.98% | Add +5.6% | 2,179,161 | $218.5M |
| HighTower Advisors, LLC | 0.25% | Add +1.9% | 2,171,870 | $217.7M |
| Lockheed Martin Investment Management Co. | 7.88% | Add +3.4% | 2,135,000 | $214.0M |
| Stairway Partners, LLC | 10.88% | Add +3.5% | 2,042,815 | $204.8M |
| Exchange Traded Concepts, LLC | 1.91% | Add +52.4% | 1,996,428 | $200.1M |
| Cambridge Associates LLC /Ma/ | 3.48% | Reduce -44.9% | 1,894,657 | $189.9M |
| Osaic Holdings, Inc. | 0.26% | Add +5.2% | 1,890,101 | $189.1M |
| Disciplina Capital Management LLC | 22.80% | Reduce -2.1% | 1,868,699 | $187.3M |
| Axxcess Wealth Management, LLC | 3.94% | Add +6.3% | 1,859,432 | $186.4M |
| Charter Oak Capital Management, LLC | 14.22% | Add +5.9% | 1,808,043 | $181.3M |
| Howard Capital Management, LLC | 2.30% | Add +52.7% | 1,734,251 | $173.9M |
| Country Trust Bank | 3.78% | Add +70.5% | 1,722,151 | $172.6M |
| Comerica Bank | 0.64% | Add +4.7% | 1,684,804 | $168.9M |
| Capital Asset Advisory Services LLC | 7.06% | Add +2.1% | 1,630,984 | $163.5M |
| Destination Wealth Management | 4.25% | Add +5.4% | 1,538,979 | $154.3M |
| Forvis Mazars Wealth Advisors, LLC | 2.87% | Add +1.8% | 1,442,415 | $144.6M |
| Wesbanco Bank Inc. | 3.98% | Add +6.9% | 1,426,143 | $143.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.31% | No change | 1,413,455 | $141.7M |
| MML Investors Services, LLC | 0.37% | Add +2.2% | 1,400,997 | $140.4M |
| Rebalance, LLC | 8.20% | Add +4.4% | 1,356,028 | $135.9M |
| Cambridge Investment Research Advisors, Inc. | 0.36% | Add +6.8% | 1,323,132 | $132.6M |
| Sumitomo Mitsui Financial Group, Inc. | 2.31% | Add +9.5% | 1,316,435 | $132.0M |
| Principal Securities, Inc. | 2.17% | Add +8.7% | 1,311,530 | $131.5M |
| Coldstream Capital Management Inc. | 1.74% | Add +45.7% | 1,288,891 | $129.2M |
| Victory Capital Management Inc. | 0.08% | Add +40.7% | 1,272,483 | $127.6M |
| Trajan Wealth LLC | 5.47% | Reduce -1.9% | 1,263,553 | $126.7M |
| Janney Montgomery Scott LLC | 0.29% | Add +15.2% | 1,226,174 | $122.9M |
| Kingsview Wealth Management, LLC | 1.83% | Reduce -25.2% | 1,192,992 | $119.6M |
| Fisher Asset Management | 0.04% | Add +4.8% | 1,177,835 | $118.1M |
| Mill Creek Capital Advisors, LLC | 2.41% | Add +5.8% | 1,164,965 | $116.8M |
| Ritholtz Wealth Management | 2.25% | Add +7.5% | 1,152,137 | $115.5M |
| Allspring Global Investments Holdings, LLC | 0.18% | Add +34.9% | 1,121,553 | $112.4M |
| Orion Porfolio Solutions, LLC | 0.86% | Add +19.4% | 1,110,392 | $111.3M |
| Focus Partners Wealth | 0.18% | Add +16.4% | 1,105,559 | $110.9M |
| Corient Private Wealth LP | 0.17% | Add +16.4% | 1,079,490 | $107.2M |
| Hantz Financial Services, Inc. | 1.60% | Add +53.2% | 1,056,344 | $105.9M |
| GenTrust, LLC | 4.81% | Reduce -3.6% | 1,055,792 | $105.8M |
| Graves Light Lenhart Wealth, Inc. | 11.42% | Add +1.6% | 1,026,969 | $103.0M |
| Keybank National Association | 0.36% | Add +2.9% | 1,017,268 | $102.0M |
| Crestwood Advisors Group, LLC | 1.73% | Reduce -3.6% | 1,016,268 | $101.9M |
| Vestmark Advisory Solutions, Inc. | 1.94% | Reduce -34.0% | 1,014,010 | $101.7M |
| Center for Financial Planning, Inc. | 10.70% | Add +3.6% | 999,011 | $100.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.06% | No change | 992,594 | $99.5M |
| Gerber Kawasaki Wealth & Investment Management | 3.41% | Add +16.3% | 989,763 | $99.2M |
| National Philanthropic Trust | 1.09% | Add +3.4% | 970,825 | $97.3M |
| Macquarie Group Ltd. | 0.11% | New | 948,261 | $95.1M |
| Sagespring Wealth Partners, LLC | 1.85% | Reduce -0.5% | 24,425,094 | $94.7M |
| Tidal Investments LLC | 0.40% | Add +3.8% | 945,638 | $94.5M |
| 1832 Asset Management L.P. | 0.15% | Reduce -0.1% | 905,502 | $90.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.28% | Reduce -6.3% | 899,646 | $90.2M |
| Trustmark Bank Trust Department | 5.81% | Reduce -3.0% | 892,128 | $89.4M |
| Stamos Capital Partners, L.P. | 16.87% | Add +84.1% | 891,875 | $89.4M |
| Metropolitan Life Insurance Co | 26.19% | Add +3.1% | 891,738 | $89.4M |
| Steele Capital Management, Inc. | 3.90% | Add +8.3% | 877,509 | $88.0M |
| NewEdge Advisors, LLC | 0.40% | Add +5.5% | 874,721 | $87.7M |
| Meridian Wealth Partners, LLC | 11.85% | Add +4.3% | 859,168 | $86.1M |
| Baker Avenue Asset Management, LP | 2.02% | Reduce -3.3% | 843,229 | $84.5M |
| Voya Investment Management LLC | 0.10% | Add +5.2% | 841,391 | $84.3M |
| Fifth Third Bancorp | 0.27% | Add +25.9% | 828,084 | $83.0M |
| Affiance Financial, LLC | 15.05% | Add +12.2% | 824,609 | $82.7M |
| HSBC Holdings PLC | 0.05% | Reduce -22.9% | 789,409 | $79.1M |
| iA Global Asset Management Inc. | 1.07% | Add +9.2% | 781,059 | $78.3M |
| Beacon Pointe Advisors, LLC | 0.66% | Reduce -22.1% | 778,826 | $78.1M |
| Freestone Capital Holdings, LLC | 2.37% | Add +11.3% | 770,699 | $77.3M |
| Westerkirk Capital Inc. | 8.78% | Add +23.8% | 766,720 | $76.9M |
| Zacks Investment Management | 0.61% | Reduce -0.1% | 761,200 | $76.3M |
| PDS Planning, Inc | 5.28% | Add +2.9% | 760,978 | $76.3M |
| Rational Advisors, Inc. | 7.91% | Reduce -1.1% | 756,348 | $75.8M |
| Brookstone Capital Management | 0.89% | Add +7.0% | 746,095 | $74.8M |
| Old National Bancorp | 1.27% | Add +0.2% | 739,801 | $74.2M |
| Juniper Hill Capital Management LP | 17.47% | No change | 736,489 | $73.8M |
| United Capital Financial Advisors, LLC | 0.52% | Add +1.5% | 721,354 | $72.3M |
| First Citizens Bank & Trust Co. | 1.55% | Reduce -92.8% | 715,653 | $71.7M |
| Charles Schwab Trust Co | 4.75% | Add +3.8% | 697,732 | $69.9M |
| Bouchey Financial Group, Ltd. | 5.39% | Add +4.4% | 697,156 | $69.9M |
| Professional Financial Advisors, LLC | 14.39% | Add +1.0% | 682,154 | $68.4M |
| Oarsman Capital, Inc. | 9.59% | Add +1531.0% | 682,039 | $68.4M |
| Cwm, LLC | 0.21% | Add +3.5% | 681,686 | $68.3M |
| Thrivent Financial for Lutherans | 0.14% | Add +90.2% | 678,007 | $68.0M |
| Sand Hill Global Advisors, LLC | 2.35% | Add +3.1% | 667,066 | $66.9M |
| Franklin Resources Inc. | 0.02% | Reduce -4.0% | 666,450 | $66.8M |
| Trust Co | 6.79% | Add +3.3% | 662,244 | $66.4M |
| Evoke Wealth, LLC | 1.37% | Reduce -8.7% | 653,441 | $65.5M |
| Ellenbecker Investment Group | 9.61% | Add +8.4% | 648,841 | $65.0M |
| McKinley Carter Wealth Services, Inc. | 3.41% | Add +0.6% | 647,528 | $64.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.17% | No change | 2,599,863 | $64.4M |
| Bar Harbor Wealth Management | 3.75% | Add +4.5% | 622,586 | $62.4M |
| Efficient Advisors, LLC | 3.51% | Add +2.2% | 620,891 | $62.2M |
| JFS Wealth Advisors, LLC | 3.60% | Add +3.1% | 613,711 | $61.5M |
| Kestra Private Wealth Services, LLC | 0.80% | Reduce -0.0% | 612,892 | $61.4M |
| Park Avenue Securities LLC | 0.48% | Add +10.2% | 610,516 | $61.2M |
| New York Life Investment Management LLC | 0.54% | Add +10.5% | 610,296 | $61.2M |
| Verger Capital Management LLC | 19.82% | Add +40.0% | 609,042 | $61.1M |
| Summit Global Investments | 3.54% | Add +1.4% | 605,293 | $60.7M |
| Wealthspire Retirement, LLC | 3.82% | Add +1.5% | 596,401 | $59.8M |
| Rock Creek Group LLC | 6.29% | Add +11.6% | 596,362 | $59.8M |
| Lido Advisors, LLC | 0.24% | Add +0.2% | 588,930 | $59.0M |
| Zions Bancorporation, National Association | 2.84% | Add +2.4% | 573,775 | $57.5M |
| Bell Bank | 2.44% | Add +5.8% | 560,906 | $56.2M |
| Cornerstone Wealth Group, LLC | 3.78% | Add +0.5% | 558,965 | $56.0M |
| Chaney Capital Management, Inc. | 19.82% | Add +7.9% | 557,327 | $55.9M |
| Sunflower Bank, N.A. | 13.52% | Add +0.2% | 554,366 | $55.6M |
| M&T Bank Corp | 0.19% | Reduce -0.8% | 554,316 | $55.6M |
| Focus Financial Network, Inc. | 1.95% | Add +9.6% | 544,398 | $54.6M |
| Mather Group, Llc. | 0.55% | Add +18.7% | 540,598 | $54.2M |
| Adaptive Financial Consulting, LLC | 21.45% | Add +2.4% | 535,246 | $53.7M |
| Prentice Wealth Management LLC | 13.18% | Add +7.2% | 533,312 | $53.5M |
| P/E Global LLC | 10.56% | Add +2.6% | 526,584 | $52.8M |
| NEOS Investment Management LLC | 0.39% | Add +13.7% | 526,803 | $52.6M |
| Rhumbline Advisers | 0.04% | Add +35.6% | 518,398 | $52.0M |
| GoalFusion Wealth Management, LLC | 24.05% | Add +4.0% | 502,507 | $50.4M |
| Bricktown Capital, LLC | 8.28% | No change | 501,092 | $50.2M |
| BNP Paribas Financial Markets | 0.04% | Reduce -50.3% | 496,255 | $49.7M |
| Mascoma Wealth Management LLC | 10.95% | Add +1.3% | 495,713 | $49.7M |
| Allworth Financial LP | 0.22% | Add +8.9% | 487,575 | $48.9M |
| Private Advisor Group, LLC | 0.24% | Add +12.9% | 486,379 | $48.8M |
| Composition Wealth, LLC | 0.73% | Add +35.3% | 485,689 | $48.7M |
| Cullen/Frost Bankers, Inc. | 0.56% | Add +2.1% | 478,545 | $48.0M |
| Gridiron Partners, LLC | 27.07% | Add +11.7% | 475,247 | $47.6M |
| TD Private Client Wealth LLC | 1.07% | Add +14.2% | 473,087 | $47.4M |
| Assetmark, Inc. | 0.10% | Add +42.4% | 473,068 | $47.4M |
| Savvy Advisors, Inc. | 2.16% | Add +50.7% | 469,663 | $47.1M |
| Kestra Advisory Services, LLC | 0.21% | Reduce -9.5% | 463,919 | $46.5M |
| Financial Engines Advisors L.L.C. | 0.09% | Add +24.6% | 461,448 | $46.3M |
| Keel Point, LLC | 2.84% | Add +9.5% | 460,998 | $46.2M |
| NorthCoast Asset Management LLC | 0.18% | Add +10.4% | 460,569 | $46.2M |
| 1607 Capital Partners, LLC | 3.46% | No change | 457,945 | $45.9M |
| SVB Wealth LLC | 2.46% | Reduce -26.2% | 455,385 | $45.7M |
| Buck Wealth Strategies, LLC | 6.25% | Add +4.5% | 454,520 | $45.6M |
| Full Sail Capital, LLC | 2.49% | Add +5.0% | 450,860 | $45.2M |
| Twele Capital Management, Inc. | 8.28% | Add +7.6% | 447,643 | $44.9M |
| Robertson Stephens Wealth Management, LLC | 1.34% | Add +15.1% | 443,492 | $44.5M |
| Amarillo National Bank | 7.72% | Add +6.3% | 437,996 | $43.9M |
| Scotia Capital Inc. | 0.19% | Reduce -0.3% | 435,571 | $43.7M |
| Summit Trail Advisors, LLC | 0.60% | Add +9.2% | 434,093 | $43.5M |
| Pinnacle Financial Partners Inc | 1.02% | Add +17.4% | 423,964 | $42.5M |
| Abound Wealth Management | 10.56% | Add +3.7% | 420,665 | $42.2M |
| Wealthcare Advisory Partners LLC | 0.87% | Add +4.9% | 418,656 | $42.0M |
| MAI Capital Management | 0.26% | Add +18.1% | 417,559 | $41.9M |
| Legacy Financial Strategies, LLC | 7.55% | Add +4.5% | 417,133 | $41.8M |
| MTC Wealth Management LLC | 19.41% | Reduce -0.6% | 415,764 | $41.7M |
| Dakota Wealth Management | 0.84% | Add +25.5% | 413,171 | $41.4M |
| Ascent Group, LLC | 1.46% | Add +0.5% | 412,908 | $41.4M |
| Equitable Holdings, Inc. | 0.30% | Add +1.8% | 411,311 | $41.2M |
| Fort Point Capital Partners LLC | 5.23% | Add +5.3% | 410,627 | $41.2M |
| Cornerstone Management, Inc. | 6.79% | Add +10.9% | 409,503 | $41.1M |
| eCIO, Inc. | 15.32% | Add +7.2% | 409,287 | $41.0M |
| Common Fund for Nonprofit Organizations | 3.52% | Add +37.8% | 408,843 | $41.0M |
| Single Point Partners, LLC | 8.32% | Add +2.1% | 422,653 | $41.0M |
| Vicus Capital | 3.11% | Reduce -4.0% | 406,396 | $40.7M |
| DB Fitzpatrick & Co, Inc | 36.77% | Reduce -1.4% | 405,779 | $40.7M |
| Acorn Financial Advisory Services Inc. | 6.23% | Add +3.4% | 405,219 | $40.6M |
| Flagship Harbor Advisors, LLC | 1.77% | Add +8.5% | 404,909 | $40.6M |
| Arbor Investment Advisors, LLC | 5.12% | Add +0.9% | 402,623 | $40.4M |
| Tandem Wealth Advisors LLC | 19.18% | Add +7.5% | 402,341 | $40.3M |
| Global Retirement Partners, LLC | 0.90% | Add +4.2% | 399,036 | $40.0M |
| Mgo One Seven LLC | 0.92% | Add +5030.5% | 395,666 | $39.7M |
| Black Diamond Financial, LLC | 4.43% | Add +22.3% | 394,546 | $39.6M |
| Connable Office Inc. | 3.65% | Reduce -2.1% | 392,574 | $39.4M |
| Prosperity Consulting Group, LLC | 1.92% | Add +2.9% | 389,333 | $39.0M |
| Bristlecone Advisors, LLC | 3.23% | Reduce -1.1% | 385,520 | $38.6M |
| Fulton Breakefield Broenniman LLC | 2.49% | Add +1.9% | 384,827 | $38.6M |
| Brave Asset Management Inc. | 9.40% | Add +1.2% | 383,923 | $38.5M |
| Lowe Brockenbrough & Co. Inc. | 1.95% | Reduce -30.0% | 378,887 | $38.0M |
| Baron Silver Stevens Financial Advisors, LLC | 5.48% | Add +4.2% | 373,584 | $37.5M |
| Provenance Wealth Advisors, LLC | 4.82% | Add +1.7% | 372,345 | $37.3M |
| Visionary Wealth Advisors | 1.74% | Add +47.0% | 372,039 | $37.3M |
| Baird Financial Group, Inc. | 0.06% | Reduce -13.4% | 371,300 | $37.2M |
| Smithfield Trust Co | 1.65% | Add +13.6% | 367,255 | $36.8M |
| Gotham Asset Management | 0.16% | Add +3.4% | 366,824 | $36.8M |
| Wealthspire Advisors, LLC | 0.19% | Reduce -23.5% | 366,262 | $36.7M |
| First Business Financial Services, Inc. | 3.34% | Add +1.8% | 363,294 | $36.4M |
| Ameritas Investment Partners, Inc. | 1.10% | Add +3.7% | 358,805 | $36.0M |
| Bright Financial Advisors, Inc. | 17.32% | Add +7.1% | 353,529 | $35.4M |
| Tectonic Advisors LLC | 1.93% | Add +0.7% | 353,100 | $35.4M |
| Liquid Strategies, LLC | 7.28% | Reduce -27.3% | 352,546 | $35.3M |
| Bokf, NA | 0.53% | Add +5.4% | 352,147 | $35.3M |
| Towercrest Capital Management | 5.56% | Add +12.0% | 345,590 | $34.6M |
| Strategic Investment Management, LLC | 18.69% | Reduce -0.1% | 344,640 | $34.6M |
| Beirne Wealth Consulting Services, LLC | 8.21% | Add +2.2% | 341,112 | $34.2M |
| Shakespeare Wealth Management, LLC | 7.72% | New | 338,563 | $33.9M |
| LVZ, Inc. | 3.83% | Add +1.1% | 336,222 | $33.7M |
| Lineweaver Wealth Advisors, LLC | 4.88% | Add +19.4% | 332,039 | $33.3M |
| First Merchants Corp. | 1.24% | Reduce -0.8% | 329,165 | $33.0M |
| Koss-Olinger Consulting, LLC | 2.72% | Reduce -0.4% | 332,544 | $33.0M |
| CIBC Private Wealth Group LLC | 0.06% | Reduce -20.1% | 327,224 | $32.8M |
| Verdence Capital Advisors LLC | 1.89% | Add +41.5% | 323,746 | $32.8M |
| AdvisorNet Financial, Inc | 1.84% | Add +6.2% | 323,723 | $32.5M |
| Greenspring Advisors, LLC | 5.73% | — | 323,485 | $32.4M |
| United Bank | 3.68% | Reduce -1.8% | 308,204 | $30.9M |
| ETF Portfolio Partners, Inc. | 8.17% | Add +3.1% | 306,143 | $30.7M |
| Great Valley Advisor Group, Inc. | 0.61% | Add +1.1% | 305,151 | $30.6M |
| Unique Wealth, LLC | 4.46% | Add +1.7% | 303,197 | $30.4M |
| Fiduciary Group, LLC | 2.66% | Add +17.5% | 302,182 | $30.3M |
| First Bank & Trust | 5.10% | Add +2.7% | 302,124 | $30.3M |
| JT Stratford LLC | 4.06% | Reduce -31.7% | 300,717 | $30.1M |
| First Citizens Asset Management, Inc. | 10.59% | Reduce -54.6% | 297,832 | $29.9M |
| First Citizens Investor Services, Inc. | 11.54% | — | 297,831 | $29.9M |
| First Washington CORP | 8.00% | Reduce -22.4% | 297,782 | $29.9M |
| NewEdge Wealth, LLC | 0.42% | Add +19.8% | 295,988 | $29.6M |
| Spire Wealth Management | 0.99% | Reduce -1.3% | 290,826 | $29.2M |
| Legacy Private Trust Co. | 1.74% | Add +8.3% | 290,583 | $29.1M |
| Sanctuary Advisors, LLC | 0.17% | Add +3.7% | 290,398 | $29.1M |
| Zhang Financial LLC | 1.18% | Add +31.7% | 289,103 | $29.0M |
| Summit Financial, LLC | 0.44% | Add +19.4% | 287,893 | $28.9M |
| Syon Capital LLC | 1.55% | Add +2.0% | 287,270 | $28.8M |
| Man Group plc | 0.06% | Add +6.6% | 285,398 | $28.6M |
| World Investment Advisors | 0.58% | Add +1.0% | 284,976 | $28.6M |
| Atria Investments, Inc | 0.33% | Add +55.3% | 284,924 | $28.6M |
| Fairview Capital Investment Management, LLC | 1.44% | Reduce -2.4% | 283,768 | $28.4M |
| Fort Henry Capital, LLC | 17.99% | Add +1.9% | 282,459 | $28.3M |
| Grey Fox Wealth Advisors, LLC | 5.77% | Reduce -0.2% | 282,314 | $28.3M |
| GP Brinson Investments LLC | 11.47% | No change | 280,650 | $28.1M |
| Earned Wealth Advisors, LLC | 4.63% | Add +27.6% | 280,541 | $28.1M |
| Beacon Investment Advisory Services, Inc. | 1.18% | Add +4.1% | 280,368 | $28.1M |
| Concurrent Investment Advisors, LLC | 0.48% | Reduce -0.7% | 278,957 | $28.0M |
| SG Americas Securities, LLC | 0.10% | New | 278,680 | $27.9M |
| Hancock Whitney Corp. | 0.50% | Reduce -5.1% | 274,430 | $27.5M |
| Perigon Wealth Management, LLC | 0.56% | Reduce -7.4% | 272,387 | $27.3M |
| Octavia Wealth Advisors, LLC | 2.70% | Add +8.2% | 270,613 | $27.1M |
| Compound Planning, Inc. | 0.87% | Add +21.1% | 269,103 | $27.0M |
| Northwestern Mutual Investment Management Company, LLC | 0.39% | Add +1.2% | 268,062 | $26.9M |
| Tanager Wealth Management LLP | 2.81% | Reduce -6.6% | 267,176 | $26.8M |
| TD Capital Management LLC | 2.41% | Reduce -2.1% | 267,061 | $26.8M |
| Brown Advisory Inc. | 0.03% | Add +1.2% | 266,962 | $26.8M |
| Capital Insight Partners, LLC | 4.43% | Reduce -1.6% | 266,873 | $26.8M |
| Caliber Wealth Management, LLC / KS | 2.96% | Add +5.2% | 265,103 | $26.6M |
| Marquette Asset Management, LLC | 4.06% | Add +9.4% | 264,548 | $26.5M |
| MV Capital Management, Inc. | 2.54% | Add +4.1% | 263,670 | $26.4M |
| Hudson Capital Management LLC | 7.18% | Reduce -0.6% | 261,518 | $26.2M |
| Regions Financial Corp. | 0.17% | Add +1.6% | 260,851 | $26.2M |
| Matrix Trust Co | 4.09% | Add +9.1% | 260,534 | $26.1M |
| Heartwood Wealth Advisors LLC | 2.43% | Add +1.9% | 259,882 | $26.1M |
| Golden State Wealth Management, LLC | 2.87% | Add +1.1% | 259,456 | $26.0M |
| Phillips Financial Management, LLC | 1.71% | Reduce -5.0% | 259,104 | $26.0M |
| Parallel Advisors, LLC | 0.47% | Add +3.4% | 255,450 | $25.6M |
| Eley Financial Management, Inc | 9.16% | Add +2.0% | 253,743 | $25.4M |
| Pure Financial Advisors, LLC | 0.40% | Add +3.4% | 253,509 | $25.4M |
| BayBridge Capital Group, LLC | 16.06% | Add +2.0% | 251,269 | $25.2M |
| Financial Designs Corp | 14.51% | Add +4.4% | 249,290 | $25.1M |
| Galvin, Gaustad & Stein, LLC | 2.06% | Add +1.5% | 248,874 | $24.9M |
| Bank of Hawaii | 1.24% | Add +1.0% | 247,531 | $24.8M |
| Rockefeller Capital Management L.P. | 0.05% | Add +9.8% | 245,606 | $24.6M |
| Cultivar Capital, Inc. | 15.99% | Add +3.4% | 239,111 | $24.0M |
| Madison Asset Management, LLC | 0.26% | Reduce -1.7% | 237,926 | $23.9M |
| Cresset Asset Management, LLC | 0.10% | Add +0.5% | 236,206 | $23.7M |
| Eight 31 Financial, LLC | 13.29% | Add +57.5% | 235,154 | $23.6M |
| DT Investment Partners, LLC | 1.98% | Reduce -2.0% | 233,633 | $23.4M |
| Snider Financial Group | 6.38% | Add +1.6% | 233,422 | $23.4M |
| Main Street Financial Solutions, LLC | 1.50% | Add +6.0% | 232,805 | $23.3M |
| Valmark Advisers, Inc. | 0.30% | Add +6.9% | 229,072 | $23.0M |
| Sequent Planning LLC | 6.47% | Add +1529.8% | 227,579 | $22.8M |
| Founders Financial Securities LLC | 1.55% | Reduce -15.0% | 227,513 | $22.8M |
| Catalyst Financial Partners LLC | 2.74% | Reduce -2.9% | 226,482 | $22.7M |
| Florida Trust Wealth Management Co | 0.65% | Add +30.4% | 226,313 | $22.7M |
| Horizon Investments, LLC | 0.29% | Reduce -12.4% | 225,015 | $22.4M |
| Chemung Canal Trust Co. | 4.46% | Add +3.1% | 223,189 | $22.4M |
| First Hawaiian Bank | 2.85% | Add +4.8% | 221,699 | $22.2M |
| Sheridan Capital Management, LLC | 11.70% | Add +21.7% | 220,918 | $22.1M |
| Colton Groome Financial Advisors, LLC | 6.79% | Add +6.2% | 220,762 | $22.1M |
| Wrapmanager Inc. | 6.70% | Reduce -17.7% | 217,271 | $21.8M |
| Integrity Alliance, Llc. | 1.03% | Add +18.5% | 216,775 | $21.7M |
| TCI Wealth Advisors, Inc. | 1.30% | Reduce -1.1% | 216,766 | $21.7M |
| Berger Financial Group, Inc | 1.30% | Add +0.9% | 216,341 | $21.7M |
| Hudock, Inc. | 3.25% | Reduce -1.1% | 213,454 | $21.4M |
| Lutz Financial Services LLC | 1.53% | Reduce -2.2% | 210,884 | $21.1M |
| Integrated Wealth Concepts LLC | 0.19% | Add +3.2% | 210,842 | $21.1M |
| Ted Buchan & Co | 8.28% | Add +5.0% | 210,763 | $21.1M |
| Summit Wealth Partners, LLC | 3.79% | Add +4.3% | 209,358 | $21.0M |
| SBI Securities Co., Ltd. | 0.53% | Reduce -8.1% | 207,585 | $20.8M |
| Advisory Services Network, LLC | 0.30% | Reduce -6.3% | 205,712 | $20.6M |
| Sowell Financial Services LLC | 0.79% | Add +0.4% | 205,284 | $20.6M |
| Ballast Advisors LLC | 5.67% | Add +3.8% | 205,248 | $20.6M |
| Souders Financial Advisors | 2.42% | Add +3.8% | 203,319 | $20.4M |
| Garde Capital, Inc. | 1.02% | Add +1.4% | 202,597 | $20.3M |
| Kelly Financial Group LLC | 5.35% | Add +8.4% | 201,376 | $20.2M |
| Waverly Advisors, LLC | 0.20% | Reduce -30.3% | 200,769 | $20.1M |
| Red Cedar Investment Management, LLC | 2.36% | Reduce -2.4% | 200,483 | $20.1M |
| DSG Capital Advisors, LLC | 3.20% | Add +38.0% | 200,021 | $20.1M |
| Loomis Sayles & Co. L P | 0.02% | Add +51.0% | 200,000 | $20.1M |
| Level Four Advisory Services, LLC | 0.69% | Add +6.5% | 199,588 | $20.0M |
| Lazard Asset Management LLC | 0.03% | New | 198,319 | $19.9M |
| Insight 2811, Inc. | 8.86% | Add +10.1% | 198,270 | $19.9M |
| Patriot Investment Management Group, Inc. | 1.29% | Add +2.8% | 197,903 | $19.8M |
| Regimen Wealth, LLC | 5.88% | Add +1.8% | 197,739 | $19.8M |
| Tiemann Investment Advisors, LLC | 7.48% | Add +4.0% | 195,008 | $19.5M |
| Modera Wealth Management, LLC | 0.23% | Reduce -1.0% | 194,015 | $19.4M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.48% | Add +5.6% | 193,127 | $19.4M |
| NorthCrest Asset Manangement, LLC | 0.46% | Add +3.7% | 193,343 | $19.4M |
| Fund Evaluation Group, LLC | 0.69% | Add +1.8% | 188,921 | $18.9M |
| Stratos Wealth Partners, LTD. | 0.22% | Add +6.7% | 187,926 | $18.8M |
| Stephens Inc. | 0.24% | Add +6.3% | 187,424 | $18.8M |
| Forefront Wealth Partners, LLC | 4.71% | Add +78.8% | 186,772 | $18.7M |
| First Foundation Advisors | 0.69% | Reduce -48.5% | 186,088 | $18.7M |
| Natixis Advisors, LLC | 0.03% | Add +13.8% | 185,050 | $18.6M |
| Passaic Partners LLC | 2.20% | Reduce -55.4% | 182,465 | $18.3M |
| Diversified Trust Co. | 0.37% | Add +3.1% | 182,336 | $18.3M |
| Elm Partners Management LLC | 0.92% | Reduce -4.0% | 181,911 | $18.2M |
| Ally Invest Advisors Inc. | 1.30% | Add +10.8% | 181,006 | $18.1M |
| First Commonwealth Financial Corp | 3.03% | New | 180,430 | $18.1M |
| Stratos Wealth Advisors, LLC | 0.87% | Add +8.9% | 180,226 | $18.1M |
| Clearstead Advisors, LLC | 0.26% | Reduce -19.0% | 177,725 | $17.8M |
| Cordgrass Capital Advisors, LLC | 4.39% | Add +4.8% | 177,306 | $17.8M |
| Synergy Asset Management, LLC | 0.64% | Add +244.8% | 177,751 | $17.7M |
| Joel Adams & Associates, Inc. | 14.20% | Add +3.7% | 175,585 | $17.6M |
| Omega Financial Group, LLC | 5.90% | Add +2.2% | 174,866 | $17.5M |
| Chesapeake Wealth Management | 5.34% | Add +8.5% | 174,583 | $17.5M |
| Onyx Bridge Wealth Group LLC | 1.90% | Reduce -39.4% | 174,160 | $17.5M |
| Texas Capital Bank Wealth Management Services Inc | 1.44% | Reduce -4.2% | 174,144 | $17.5M |
| Retirement Capital Strategies | 6.68% | Reduce -1.1% | 173,727 | $17.4M |
| Alpha Financial Partners LLC | 11.28% | Add +6.1% | 172,974 | $17.3M |
| James J. Burns & Company, LLC | 2.58% | Add +7.0% | 172,641 | $17.3M |
| Diversified Enterprises, LLC | 1.16% | Add +8.2% | 171,245 | $17.2M |
| Financial Partners Group, Inc | 2.13% | Add +3.3% | 170,425 | $17.1M |
| Schroder Investment Management Group | 0.01% | Add +3.7% | 169,888 | $17.0M |
| Qube Research & Technologies Ltd | 0.02% | Add +96.9% | 169,541 | $17.0M |
| Sigma Planning Corp | 0.48% | Reduce -3.2% | 168,069 | $16.8M |
| WASHINGTON TRUST Co | 0.55% | Add +4.1% | 167,012 | $16.7M |
| Genus Capital Management Inc. | 1.94% | Reduce -5.0% | 166,560 | $16.7M |
| Webster Bank, N. A. | 1.59% | Add +4.7% | 164,783 | $16.5M |
| Sunesis Advisors, LLC | 7.70% | — | 164,358 | $16.5M |
| Watershed Private Wealth LLC | 5.21% | Add +3.9% | 164,297 | $16.5M |
| Aspiriant, LLC | 0.50% | Reduce -42.7% | 163,669 | $16.4M |
| Choreo, LLC | 0.21% | Add +1.1% | 162,919 | $16.3M |
| Oppenheimer Asset Management Inc. | 0.18% | Add +2.1% | 162,236 | $16.3M |
| Principal Financial Group Inc. | 0.01% | Reduce -49.1% | 161,504 | $16.2M |
| Fiducient Advisors LLC | 1.87% | Add +3.5% | 159,492 | $16.0M |
| Bartlett & Co. Wealth Management LLC | 0.21% | Reduce -1.6% | 159,362 | $16.0M |
| Aquire Wealth Advisors, LLC | 3.93% | Add +5.5% | 159,307 | $16.0M |
| CX Institutional | 0.48% | Add +205.4% | 157,491 | $15.8M |
| Walker Financial Services, Inc. | 6.14% | Reduce -65.6% | 157,355 | $15.8M |
| Sequoia Financial Advisors, LLC | 0.10% | Add +6.0% | 156,592 | $15.7M |
| Greenup Street Wealth Management LLC | 2.40% | Add +165.3% | 155,662 | $15.6M |
| MIdWestOne Financial Group, Inc. | 1.87% | Add +16.2% | 153,614 | $15.4M |
| GPS Wealth Strategies Group, LLC | 1.62% | Add +2.6% | 153,185 | $15.4M |
| Prospera Financial Services Inc | 0.26% | Add +0.5% | 152,548 | $15.3M |
| Silverleafe Capital Partners, LLC | 4.70% | Add +0.0% | 151,759 | $15.2M |
| Cercano Management LLC | 0.58% | No change | 151,570 | $15.2M |
| Sandy Cove Advisors, LLC | 4.84% | Add +0.7% | 151,151 | $15.2M |
| Benjamin Edwards Inc. | 0.17% | Add +14.3% | 150,501 | $15.1M |
| Money Concepts Capital Corp. | 0.92% | Add +8.9% | 148,043 | $14.8M |
| Calamos Wealth Management LLC | 0.54% | Add +6.6% | 147,983 | $14.8M |
| Granite Harbor Advisors, Inc. | 6.23% | Add +23.9% | 147,856 | $14.8M |
| Harbour Investments, Inc. | 0.34% | Reduce -6.6% | 147,568 | $14.8M |
| Tide Cove Capital Partners LLC | 11.32% | Add +1.0% | 146,759 | $14.7M |
| SCS Capital Management LLC | 0.16% | Reduce -11.2% | 146,462 | $14.7M |
| Providence First Trust Co | 5.06% | Reduce -3.7% | 145,536 | $14.6M |
| Farther Finance Advisors, LLC | 0.22% | Reduce -34.0% | 144,485 | $14.5M |
| Vantage Financial Partners, LLC | 3.04% | Reduce -8.9% | 143,849 | $14.4M |
| Robinswood Financial LLC | 4.81% | Add +3.3% | 143,838 | $14.4M |
| Motive Wealth Advisors | 6.20% | Reduce -5.4% | 143,398 | $14.4M |
| Family Capital Trust Co | 4.79% | Add +0.4% | 142,875 | $14.3M |
| Montecito Bank & Trust | 2.22% | — | 142,486 | $14.3M |
| Sound Financial Strategies Group, LLC | 10.42% | Reduce -3.5% | 142,314 | $14.3M |
| Alliance Wealth Management Group | 3.17% | Add +28.0% | 141,995 | $14.2M |
| Colonial Trust Advisors | 1.10% | Add +17.4% | 141,923 | $14.2M |
| BLB&B Advisors, LLC | 0.61% | Reduce -78.8% | 141,370 | $14.2M |
| Global Endowment Management, LP | 1.77% | Add +3.3% | 140,915 | $14.1M |
| FC Advisory LLC | 4.10% | Add +1.1% | 139,927 | $14.0M |
| Fagan Associates, Inc. | 1.94% | Add +2.5% | 139,883 | $14.0M |
| Prairieview Wealth Partners, LLC | 13.11% | Add +3.1% | 139,214 | $14.0M |
| Mann Financial Group, Inc. | 13.72% | — | 138,580 | $13.9M |
| Fifth Third Securities, Inc. | 0.95% | Add +29.4% | 138,363 | $13.9M |
| Financial & Tax Architects, LLC | 3.06% | Reduce -7.5% | 138,314 | $13.9M |
| First National Corp. /Ma/ | 2.62% | Reduce -0.1% | 137,885 | $13.8M |
| Arrowroot Family Office, LLC | 5.50% | Add +11.7% | 137,467 | $13.8M |
| Commerce Bank | 0.08% | Add +4.4% | 137,379 | $13.8M |
| Peddock Capital Advisors, LLC | 2.96% | Add +0.5% | 136,918 | $13.7M |
| Smith & Howard Wealth Management, LLC | 3.20% | Reduce -1.2% | 136,838 | $13.7M |
| Permanent Capital Management, LP | 2.55% | — | 136,297 | $13.7M |
| Brooklyn Investment Group | 1.84% | Reduce -3.2% | 138,159 | $13.7M |
| Twin Focus Capital Partners, LLC | 1.73% | Add +3.8% | 136,030 | $13.6M |
| High Net Worth Advisory Group LLC | 3.26% | Reduce -0.7% | 134,963 | $13.5M |
| NewSquare Capital LLC | 0.91% | Add +8.6% | 134,400 | $13.5M |
| Sharp Wealth Advisory, LLC | 7.32% | Add +15.8% | 134,194 | $13.5M |
| Evensky & Katz LLC | 0.78% | Add +2.7% | 133,616 | $13.4M |
| Greenwood Capital Associates LLC | 1.54% | Add +2.4% | 132,727 | $13.3M |
| Westwood Holdings Group Inc. | 0.10% | Add +0.2% | 132,100 | $13.2M |
| Nwam LLC | 0.71% | Add +9.2% | 130,310 | $13.2M |
| Modern Wealth Management, LLC | 0.26% | Add +0.8% | 131,352 | $13.2M |
| Easterly Investment Partners LLC | 0.89% | No change | 131,350 | $13.2M |
| J.W. Cole Advisors, Inc. | 0.25% | Add +6.7% | 131,278 | $13.2M |
| Mullooly Asset Management, Inc. | 5.04% | Add +6.5% | 131,126 | $13.1M |
| Clearwater Capital Advisors, LLC | 1.11% | Reduce -0.4% | 130,387 | $13.1M |
| Cynosure Group, LLC | 1.42% | Add +8.6% | 130,301 | $13.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.20% | Reduce -4.7% | 129,356 | $13.0M |
| HB Wealth Management, LLC | 0.09% | Add +10.3% | 128,306 | $12.9M |
| Wilmington Savings Fund Society, FSB | 0.31% | Reduce -77.0% | 128,144 | $12.8M |
| Blair William & Co. | 0.03% | Add +4.2% | 127,569 | $12.8M |
| Freestate Advisors LLC | 10.69% | Add +2.1% | 127,161 | $12.7M |
| Somnio Financial Group, LLC | 8.62% | Add +2.9% | 126,823 | $12.7M |
| Richard W. Paul & Associates, LLC | 4.33% | Add +2.8% | 126,535 | $12.7M |
| Donaldson Capital Management, LLC | 0.40% | Add +82.3% | 125,283 | $12.6M |
| Moneta Group Investment Advisors LLC | 0.10% | Add +5.8% | 125,171 | $12.5M |
| Accelerate Investment Advisors LLC | 8.47% | Add +7.6% | 124,120 | $12.4M |
| Ameliora Wealth Management Ltd. | 4.12% | Reduce -25.8% | 123,486 | $12.4M |
| Catalyst Capital Advisors LLC | 0.25% | Reduce -6.3% | 121,939 | $12.2M |
| Interactive Financial Advisors, Inc. | 6.61% | Reduce -12.2% | 121,900 | $12.2M |
| Lifestyle Asset Management, Inc. | 4.14% | Add +41.1% | 120,868 | $12.1M |
| Blue Barn Wealth, LLC | 5.32% | Add +5.2% | 120,807 | $12.1M |
| Central Bank & Trust Co. | 1.91% | Reduce -1.5% | 120,778 | $12.1M |
| Elevation Point Wealth Partners, LLC | 0.84% | Add +2446.1% | 120,762 | $12.1M |
| Stanich Group LLC | 7.41% | New | 120,657 | $12.1M |
| TruWealth Advisors, LLC | 0.61% | Add +4.7% | 120,236 | $12.1M |
| Frisco Financial Planning LLC | 10.26% | New | 119,933 | $12.0M |
| LMG Wealth Partners, LLC | 2.23% | Reduce -1.0% | 119,407 | $12.0M |
| Rothschild Wealth LLC | 2.61% | Add +5.0% | 119,311 | $12.0M |
| Rakuten Investment Management, Inc. | 0.04% | — | 118,910 | $11.9M |
| IHT Wealth Management, LLC | 0.30% | Reduce -2.0% | 117,846 | $11.8M |
| Independent Solutions Wealth Management, LLC | 2.09% | Add +0.4% | 117,154 | $11.7M |
| One Day In July LLC | 0.99% | Add +0.6% | 117,135 | $11.7M |
| McGlone Suttner Wealth Management, Inc. | 1.64% | Add +2.2% | 117,077 | $11.7M |
| LifePlan Investment Advisors, Inc. | 4.87% | Add +3.8% | 115,887 | $11.6M |
| Cibc World Market Inc. | 0.02% | Add +4.0% | 115,633 | $11.6M |
| Kopp Family Office, LLC | 7.54% | Add +4.7% | 115,580 | $11.6M |
| Mutual Advisors, LLC | 0.26% | Add +7.7% | 114,649 | $11.6M |
| Peak Financial Management, Inc. | 3.06% | Add +2.4% | 115,403 | $11.6M |
| HTG Investment Advisors, Inc. | 3.88% | Add +1.1% | 115,036 | $11.5M |
| High Note Wealth, LLC | 2.31% | Add +5.6% | 114,851 | $11.5M |
| Caldwell Trust Co | 1.07% | Add +7.4% | 114,344 | $11.5M |
| Strategic Financial Partners, Ltd. | 5.24% | Reduce -1.2% | 114,201 | $11.4M |
| CVA Family Office, LLC | 1.47% | Add +8.2% | 113,857 | $11.4M |
| Van Hulzen Asset Management, LLC | 0.84% | Reduce -0.3% | 113,167 | $11.3M |
| TCP Asset Management, LLC | 2.02% | Add +5.5% | 112,950 | $11.3M |
| PFG Advisors | 0.46% | New | 112,944 | $11.3M |
| Exencial Wealth Advisors, LLC | 0.37% | Add +0.6% | 111,983 | $11.2M |
| Oppenheimer & Co. Inc. | 0.14% | Add +6.2% | 110,873 | $11.1M |
| Corepath Wealth Partners LLC | 8.03% | Reduce -16.7% | 110,671 | $11.1M |
| Geneos Wealth Management Inc. | 0.28% | Add +2.2% | 110,227 | $11.1M |
| Carbahal Olsen Financial Services Group, LLC | 8.87% | Add +0.7% | 110,226 | $11.1M |
| Roundview Capital LLC | 0.69% | Add +2.0% | 109,579 | $11.0M |
| BCS Wealth Management | 2.48% | Add +24.1% | 109,570 | $11.0M |
| Ashton Thomas Securities, LLC | 1.53% | New | 109,264 | $11.0M |
| Blue Chip Partners, LLC | 0.82% | Add +1.0% | 109,295 | $11.0M |
| Emergent Wealth Advisors, LLC | 6.31% | Add +18.9% | 108,069 | $10.9M |
| Smith Shellnut Wilson LLC | 4.16% | Add +1.3% | 108,042 | $10.8M |
| RFG Advisory, LLC | 0.22% | Add +33.8% | 107,857 | $10.8M |
| Ames National Corp. | 6.41% | Add +2.8% | 107,779 | $10.8M |
| Integrated Advisors Network LLC | 0.45% | Add +64.5% | 107,526 | $10.8M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.08% | Add +1.6% | 106,698 | $10.7M |
| RFP Financial Group LLC | 4.35% | Reduce -2.3% | 110,162 | $10.7M |
| Slow Capital, Inc. | 1.24% | Add +11.9% | 105,582 | $10.6M |
| National Bank of Canada | 0.01% | Add +8.5% | 104,779 | $10.5M |
| Timonier Family Office, LTD. | 3.41% | Add +10.1% | 103,748 | $10.4M |
| CFS Investment Advisory Services, LLC | 0.77% | Add +7.4% | 102,593 | $10.4M |
| Synovus Financial Corp. | 0.12% | Add +1.6% | 103,387 | $10.4M |
| Cerity Partners OCIO LLC | 0.53% | Add +2.4% | 103,055 | $10.3M |
| Opes Wealth Management LLC | 1.81% | Add +3.0% | 102,559 | $10.3M |
| Oldfather Financial Services, LLC | 3.20% | Reduce -1.3% | 102,495 | $10.3M |
| U S Wealth Group, Llc. | 6.68% | Add +38.0% | 102,037 | $10.2M |
| Eagle Strategies LLC | 1.36% | Reduce -2.3% | 101,637 | $10.2M |
| Cosner Financial Group, LLC | 5.48% | Add +14.3% | 101,598 | $10.2M |
| Wescott Financial Advisory Group, LLC | 0.91% | Add +2.3% | 101,271 | $10.2M |
| Blankinship & Foster, LLC | 2.20% | Reduce -1.2% | 100,421 | $10.1M |
| Merit Financial Group, LLC | 0.09% | Add +16.0% | 100,283 | $10.1M |
| Bowman & Co S.C. | 4.20% | Reduce -3.0% | 98,975 | $9.9M |
| Amtrust Financial Services, Inc. | 3.32% | No change | 98,560 | $9.9M |
| Legacy PCG, LLC | 5.88% | Reduce -0.4% | 97,745 | $9.8M |
| Andina Capital Management, LLC | 5.53% | Reduce -3.7% | 97,588 | $9.8M |
| IFP Advisors, Inc | 0.25% | Reduce -12.6% | 96,884 | $9.7M |
| Colonial Trust Co / SC | 1.29% | Add +10.5% | 95,504 | $9.6M |
| IFG Advisory, LLC | 0.43% | Add +194.5% | 95,259 | $9.5M |
| TBH Global Asset Management, LLC | 1.85% | New | 94,782 | $9.5M |
| Ascentis Independent Advisors | 1.60% | Add +12.7% | 94,442 | $9.5M |
| Edgestream Partners, L.P. | 0.28% | Add +864.1% | 94,332 | $9.5M |
| Greykasell Wealth Strategies, Inc. | 3.97% | Add +29.7% | 94,008 | $9.4M |
| NorthLanding Financial Partners, LLC | 7.84% | Add +8.4% | 93,724 | $9.4M |
| Quadrature Capital Ltd | 0.11% | New | 93,291 | $9.4M |
| KMG Fiduciary Partners, LLC | 0.63% | Add +2.2% | 92,912 | $9.3M |
| Investment Research Partners LLC | 4.16% | — | 91,756 | $9.2M |
| Millennium Management | 0.01% | Add +148.1% | 92,050 | $9.2M |
| Firestone Capital Management | 1.99% | Add +5.9% | 91,762 | $9.2M |
| Columbus Macro, LLC | 1.04% | Add +0.9% | 91,540 | $9.2M |
| Ausdal Financial Partners, Inc. | 0.45% | Add +12.3% | 91,503 | $9.2M |
| Capstone Financial Advisors, Inc. | 0.49% | Reduce -0.0% | 90,901 | $9.1M |
| StoneX Group Inc. | 0.40% | Add +77.2% | 90,857 | $9.1M |
| Epiq Partners, LLC | 4.43% | Add +10.6% | 90,566 | $9.1M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -87.7% | 90,500 | $9.1M |
| Summit Asset Management, LLC | 1.39% | Add +3.4% | 90,185 | $9.0M |
| Founders Grove Wealth Partners, LLC | 2.11% | Add +324.8% | 89,620 | $9.0M |
| Addis & Hill, Inc | 5.43% | Reduce -6.4% | 88,857 | $8.9M |
| Coastline Trust Co | 0.95% | Add +5.9% | 88,642 | $8.9M |
| FDx Advisors, Inc. | 2.66% | Reduce -1.4% | 88,284 | $8.9M |
| Silver Coast Investments LLC | 3.04% | Add +2.4% | 88,395 | $8.9M |
| Aventus Investment Advisors, Inc. | 7.52% | Add +1.8% | 87,919 | $8.8M |
| First Horizon Corp. | 0.41% | — | 87,794 | $8.8M |
| Vernal Point Advisors, LLC | 3.78% | Reduce -3.1% | 87,445 | $8.8M |
| Westside Investment Management, Inc. | 1.40% | Add +8.1% | 87,372 | $8.8M |
| Csenge Advisory Group | 0.42% | Add +1.8% | 87,366 | $8.8M |
| LeConte Wealth Management, LLC | 5.79% | Add +44.8% | 86,496 | $8.7M |
| Act Wealth Management, LLC | 3.03% | Add +3.4% | 86,365 | $8.7M |
| B. Riley Wealth Advisors, Inc. | 0.41% | Add +1.0% | 85,439 | $8.6M |
| von Borstel & Associates, Inc. | 1.31% | New | 85,346 | $8.5M |
| Arete Wealth Advisors, LLC | 0.53% | Add +0.1% | 84,823 | $8.5M |
| Avantax Planning Partners, Inc. | 0.24% | Reduce -6.2% | 84,813 | $8.5M |
| Focus Partners Advisor Solutions, LLC | 0.10% | Add +44.4% | 84,811 | $8.5M |
| Cobblestone Capital Advisors LLC | 0.41% | Add +45.9% | 84,352 | $8.5M |
| Chicago Partners Investment Group LLC | 0.22% | Reduce -0.4% | 83,015 | $8.4M |
| Wayfinding Financial, LLC | 3.61% | Add +1.4% | 83,750 | $8.4M |
| Asset Allocation Strategies LLC | 1.65% | Add +41.8% | 83,358 | $8.4M |
| Smartleaf Asset Management LLC | 0.51% | Add +18.3% | 82,735 | $8.3M |
| GM Advisory Group, LLC | 0.35% | Reduce -2.4% | 82,735 | $8.3M |
| NBT Bank, N.A. | 0.54% | Reduce -87.4% | 10,385 | $8.3M |
| Optas, LLC | 1.40% | Add +89.8% | 82,196 | $8.2M |
| Regal Investment Advisors LLC | 0.54% | Add +14.9% | 81,994 | $8.2M |
| Stonehaven Wealth & Tax Solutions, LLC | 7.53% | Add +5.0% | 81,301 | $8.2M |
| Juncture Wealth Strategies, LLC | 2.72% | Add +0.5% | 81,069 | $8.1M |
| Durante & Waters, LLC | 5.95% | Add +5.1% | 80,713 | $8.1M |
| OneDigital Investment Advisors LLC | 0.08% | Reduce -6.1% | 80,654 | $8.1M |
| Atlas Private Wealth Advisors | 1.98% | Reduce -37.9% | 80,436 | $8.1M |
| KFA Private Wealth Group, LLC | 2.30% | Add +0.4% | 80,238 | $8.0M |
| Midwestern Financial, LLC | 6.90% | Add +6.0% | 80,197 | $8.0M |
| Accurate Wealth Management, LLC | 1.07% | Add +15.4% | 79,423 | $8.0M |
| Citizens Financial Group Inc. | 0.11% | Reduce -27.7% | 79,321 | $8.0M |
| Facet Wealth, Inc. | 0.16% | Reduce -2.5% | 79,095 | $7.9M |
| Acima Private Wealth, LLC | 2.47% | Add +15.7% | 78,560 | $7.9M |
| Heritage Financial Services, LLC | 0.71% | Add +13.8% | 78,447 | $7.9M |
| REDW Wealth LLC | 2.97% | Reduce -0.1% | 78,414 | $7.9M |
| Flagstar Securities, Inc. | 2.38% | Reduce -8.0% | 77,568 | $7.8M |
| Destiny Capital Corp | 4.20% | Add +3.7% | 76,912 | $7.7M |
| Brass Tax Wealth Management, Inc. | 1.28% | Add +36.8% | 76,770 | $7.7M |
| Chesley Taft & Associates LLC | 0.33% | Reduce -4.7% | 76,692 | $7.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Reduce -0.3% | 75,860 | $7.6M |
| Invesco Ltd. | 0.00% | Add +6.6% | 75,764 | $7.6M |
| Glassy Mountain Advisors, Inc. | 2.28% | Reduce -10.2% | 75,580 | $7.6M |
| Apexium Financial, LP | 0.36% | Add +0.5% | 73,899 | $7.4M |
| Jackson Hole Capital Partners, LLC | 1.26% | Reduce -0.1% | 73,678 | $7.4M |
| Headlands Technologies LLC | 0.59% | New | 73,572 | $7.4M |
| BlueSky Wealth Advisors, LLC | 0.99% | Reduce -1.4% | 73,524 | $7.4M |
| All Terrain Financial Advisors, LLC | 2.37% | Reduce -1.0% | 73,296 | $7.3M |
| MKD Wealth Coaches, LLC | 7.29% | Add +3.5% | 72,969 | $7.3M |
| Plimoth Trust Co. LLC | 1.66% | Add +0.5% | 72,957 | $7.3M |
| CreativeOne Wealth, LLC | 0.18% | Add +18.7% | 72,854 | $7.3M |
| Texas Capital Bancshares Inc | 2.87% | New | 72,692 | $7.3M |
| Cedar Mountain Advisors, LLC | 1.42% | Reduce -0.6% | 72,545 | $7.3M |
| Boomfish Wealth Group, LLC | 3.91% | Add +2.1% | 72,329 | $7.3M |
| Systematic Alpha Investments, LLC | 0.24% | No change | 72,000 | $7.2M |
| Bryn Mawr Trust Advisors, LLC | 0.36% | Add +24.1% | 71,625 | $7.2M |
| MN Wealth Advisors, LLC | 3.84% | Add +5.4% | 71,620 | $7.2M |
| Astoria Strategic Wealth, Inc. | 1.81% | Reduce -0.2% | 71,550 | $7.2M |
| Farmers & Merchants Investments Inc. | 0.20% | Reduce -1.4% | 71,106 | $7.1M |
| Tillman Hartley LLC | 1.83% | Reduce -0.0% | 70,620 | $7.1M |
| LGL Partners, LLC | 3.01% | Reduce -6.2% | 70,578 | $7.1M |
| Erickson Financial Group, LLC | 4.44% | Add +1.2% | 70,458 | $7.1M |
| Ashton Thomas Private Wealth, LLC | 0.18% | Reduce -29.0% | 70,369 | $7.1M |
| Northeast Financial Group, Inc. | 1.75% | Add +6.3% | 70,132 | $7.0M |
| Pinnacle Financial Group, LLC / IL | 2.12% | Add +4.0% | 70,048 | $7.0M |
| CIBC Bancorp USA Inc. | 0.04% | — | 69,815 | $7.0M |
| Main Management LLC | 0.51% | Reduce -7.3% | 69,672 | $7.0M |
| Hillcrest Wealth Advisors - NY, LLC | 3.14% | Reduce -3.0% | 69,600 | $7.0M |
| Insigneo Advisory Services, LLC | 0.49% | Reduce -1.8% | 69,515 | $7.0M |
| Summit Wealth Group, LLC | 1.68% | Reduce -3.5% | 69,246 | $6.9M |
| Private Client Services, LLC | 2.32% | Add +81.4% | 69,034 | $6.9M |
| WCG Wealth Advisors LLC | 0.43% | Add +18.8% | 68,863 | $6.9M |
| AE Wealth Management LLC | 0.04% | Reduce -12.2% | 68,575 | $6.9M |
| Susquehanna International Group, LLP | 0.01% | Add +1207.4% | 68,562 | $6.9M |
| Sovereign Investment Advisors, LLC | 1.87% | Add +1.0% | 68,284 | $6.8M |
| Arrien Investments, Inc. | 3.97% | Add +5.5% | 67,788 | $6.8M |
| City State Bank | 1.96% | Reduce -3.4% | 67,574 | $6.8M |
| Alamar Capital Management, LLC | 3.56% | Add +8.1% | 67,261 | $6.7M |
| TPG Advisors LLC | 4.43% | Add +3.2% | 67,131 | $6.7M |
| Redwood Park Advisors LLC | 4.98% | Add +1.4% | 66,765 | $6.7M |
| Naples Global Advisors, LLC | 0.52% | Add +5.6% | 66,242 | $6.6M |
| PFW Advisors LLC | 1.96% | Add +2.7% | 66,195 | $6.6M |
| RKL Wealth Management LLC | 0.56% | Add +1.9% | 66,088 | $6.6M |
| Sovran Advisors, LLC | 0.58% | Add +86.7% | 65,194 | $6.6M |
| Johnson Financial Group, Inc. | 0.25% | Reduce -2.0% | 65,178 | $6.5M |
| Arrow Financial Corp | 0.67% | Reduce -0.6% | 64,926 | $6.5M |
| Siligmueller & Norvid Wealth Advisors LLC | 2.92% | New | 62,527 | $6.5M |
| Strategic Financial Concepts, LLC | 0.94% | Add +1.9% | 64,812 | $6.5M |
| Stonegate Investment Group, LLC | 0.15% | Add +9.9% | 64,676 | $6.5M |
| Linscomb Wealth, Inc. | 0.28% | Add +0.8% | 64,591 | $6.5M |
| Heritage Family Offices, LLP | 3.00% | Reduce -13.5% | 64,337 | $6.4M |
| Vise Technologies, Inc. | 0.24% | Reduce -64.3% | 64,246 | $6.4M |
| WealthPlan Investment Management, LLC | 0.43% | Add +1333.4% | 64,115 | $6.4M |
| Rehmann Capital Advisory Group | 0.35% | Reduce -23.1% | 63,610 | $6.4M |
| AlTi Global, Inc. | 0.15% | Add +0.0% | 63,253 | $6.3M |
| Whittier Trust Co. | 0.07% | Reduce -31.4% | 63,124 | $6.3M |
| Global Assets Advisory, LLC | 1.87% | Add +22.9% | 62,832 | $6.3M |
| Marquette Associates, Inc. | 7.54% | Add +113.5% | 62,542 | $6.3M |
| DMC Group, LLC | 4.34% | Add +1.4% | 62,488 | $6.3M |
| Burke & Herbert Bank & Trust Co. | 1.34% | Add +1.0% | 62,392 | $6.3M |
| Independent Advisor Alliance | 0.16% | Add +1.8% | 62,229 | $6.2M |
| Kovack Advisors, Inc. | 0.58% | Add +6.4% | 61,456 | $6.2M |
| Element Wealth, LLC | 2.68% | Reduce -0.1% | 61,235 | $6.1M |
| Gemmer Asset Management LLC | 0.49% | Reduce -2.3% | 61,232 | $6.1M |
| Waterloo Capital, L.P. | 0.46% | Add +0.6% | 61,040 | $6.1M |
| Avidian Wealth Enterprises, LLC | 0.23% | Reduce -3.4% | 60,497 | $6.1M |
| Valeo Financial Advisors, LLC | 0.14% | Add +9.7% | 59,911 | $6.0M |
| Ancora Advisors LLC | 0.12% | Add +1.5% | 59,595 | $6.0M |
| Belpointe Asset Management LLC | 0.23% | Add +9.2% | 59,210 | $5.9M |
| Toews Corp. | 0.85% | Reduce -10.2% | 59,124 | $5.9M |
| Blueprint Investment Partners LLC | 0.83% | Add +44.2% | 58,948 | $5.9M |
| Silver Grove Financial Group, Inc. | 5.59% | — | 58,806 | $5.9M |
| Blueprint Financial Advisors LLC | 1.27% | Add +19.7% | 58,796 | $5.9M |
| Midwest Professional Planners, LTD. | 1.43% | Add +4.1% | 58,411 | $5.9M |
| Tobias Financial Advisors, Inc. | 0.89% | Add +0.8% | 58,405 | $5.9M |
| Apollon Wealth Management, LLC | 0.10% | Add +7.5% | 58,134 | $5.8M |
| Golden Bell Financial Planning LLC | 5.03% | Reduce -4.1% | 57,768 | $5.8M |
| Shelter Mutual Insurance Co | 1.30% | No change | 57,660 | $5.8M |
| Grove Bank & Trust | 0.67% | Add +1.4% | 57,011 | $5.7M |
| Columbia Bank | 1.60% | Add +108.2% | 56,654 | $5.7M |
| Kingswood Wealth Advisors, LLC | 0.34% | Add +6.0% | 56,875 | $5.7M |
| Valley Forge Investment Consultants Inc. Adv | 1.65% | Add +0.2% | 56,389 | $5.7M |
| Creekmur Asset Management LLC | 0.93% | Reduce -7.3% | 56,118 | $5.6M |
| Endeavor Private Wealth, Inc. | 1.73% | Add +189.8% | 55,959 | $5.6M |
| First Manhattan Co. Llc. | 0.01% | Reduce -5.5% | 55,851 | $5.6M |
| James Investment Research, Inc. | 0.61% | Add +7.8% | 55,850 | $5.6M |
| FourThought Financial Partners, LLC | 0.49% | Add +2.2% | 55,258 | $5.5M |
| Sellwood Investment Partners LLC | 2.19% | New | 54,820 | $5.5M |
| Innova Wealth Partners | 2.97% | Reduce -11.4% | 54,757 | $5.5M |
| XML Financial, LLC | 0.45% | Add +4.6% | 54,642 | $5.5M |
| Counterweight Ventures, LLC | 3.19% | Add +36.6% | 54,418 | $5.5M |
| Moneda S.A. Administradora General de Fondos | 5.97% | Reduce -20.6% | 53,752 | $5.4M |
| Savant Capital, LLC | 0.03% | Add +10.7% | 53,449 | $5.4M |
| Park Place Capital Corp | 1.13% | Add +21.3% | 53,424 | $5.4M |
| Proficio Capital Partners LLC | 0.36% | Reduce -0.0% | 52,647 | $5.3M |
| WealthTrust Asset Management, LLC | 3.64% | Add +0.2% | 52,439 | $5.3M |
| D L Carlson Investment Group Inc. | 0.87% | Reduce -5.5% | 52,002 | $5.2M |
| Empower Advisory Group, LLC | 0.01% | Reduce -9.9% | 51,414 | $5.2M |
| Logan Stone Capital, LLC | 2.34% | Add +4.0% | 51,355 | $5.1M |
| Glenview Trust Co | 0.08% | Add +0.8% | 51,109 | $5.1M |
| Crabel Capital Management, LLC | 4.57% | Reduce -41.9% | 50,907 | $5.1M |
| Canvas Wealth Advisors, LLC | 0.92% | Add +8.2% | 50,709 | $5.1M |
| 1ST Source Bank | 0.26% | Add +0.5% | 50,004 | $5.0M |
| Sharper & Granite LLC | 1.78% | Add +7.8% | 49,538 | $5.0M |
| Coign Capital Advisors LLC | 2.72% | Add +3.1% | 49,355 | $4.9M |
| Jackson, Grant Investment Advisers, Inc. | 1.65% | Add +7.1% | 49,337 | $4.9M |
| Little House Capital LLC | 1.14% | Add +0.1% | 49,321 | $4.9M |
| Cary Street Partners Financial LLC | 0.13% | Reduce -1.1% | 49,213 | $4.9M |
| FFT Wealth Management LLC | 0.90% | Reduce -2.6% | 49,063 | $4.9M |
| Aspect Partners, LLC | 2.22% | Add +12.8% | 48,779 | $4.9M |
| Canton Hathaway, LLC | 0.94% | No change | 48,700 | $4.9M |
| JGP Wealth Management, LLC | 0.54% | Add +90.6% | 48,500 | $4.9M |
| PKS Advisory Services, LLC | 1.13% | Add +9.4% | 48,430 | $4.9M |
| Impact Capital Partners LLC | 1.45% | Reduce -4.2% | 48,057 | $4.8M |
| Leuthold Group, LLC | 0.52% | Reduce -0.1% | 47,770 | $4.8M |
| Arcadia Wealth Management, LLC | 1.89% | Reduce -4.3% | 47,639 | $4.8M |
| Ironwood Financial, llc | 0.84% | Reduce -3.4% | 47,524 | $4.8M |
| Invested Advisors | 6.90% | — | 49,125 | $4.7M |
| Forum Private Client Group LLC | 1.68% | Reduce -3.7% | 47,158 | $4.7M |
| Modus Advisors, LLC | 1.28% | Add +2.4% | 46,819 | $4.7M |
| Pinnacle Wealth Planning Services, Inc. | 0.55% | Reduce -1.2% | 46,675 | $4.7M |
| AtlasMark Financial, Inc | 3.13% | No change | 46,658 | $4.7M |
| Quattro Financial Advisors LLC | 1.48% | Reduce -3.1% | 46,655 | $4.7M |
| GeoWealth Management, LLC | 0.17% | Add +94.4% | 46,585 | $4.7M |
| Kagan Cocozza Asset Management | 3.53% | Reduce -1.2% | 46,460 | $4.7M |
| Ieq Capital, LLC | 0.01% | Reduce -2.0% | 46,430 | $4.7M |
| PFG Investments, LLC | 0.24% | Reduce -6.0% | 46,163 | $4.6M |
| Ullmann Wealth Partners Group, LLC | 0.50% | Reduce -8.0% | 46,035 | $4.6M |
| Lanark Financial, Inc. | 0.35% | Add +90.0% | 45,664 | $4.6M |
| United Advisor Group, LLC | 0.61% | Add +64.0% | 45,496 | $4.6M |
| Wise Wealth Partners | 6.96% | Add +11.9% | 45,467 | $4.6M |
| Patriot Financial Group Insurance Agency, LLC | 0.58% | Add +13.9% | 45,335 | $4.5M |
| Alps Advisors Inc. | 0.03% | No change | 45,215 | $4.5M |
| Bluestem Financial Advisors, LLC | 1.76% | Reduce -12.7% | 44,948 | $4.5M |
| Newport Capital Group, LLC | 2.82% | Reduce -0.7% | 44,804 | $4.5M |
| First National Bank of Omaha | 0.28% | Reduce -10.2% | 44,696 | $4.5M |
| Diversify Advisory Services, LLC | 0.15% | Add +70.2% | 44,674 | $4.5M |
| Elevation Wealth Partners, LLC | 1.61% | Reduce -5.5% | 44,560 | $4.5M |
| Signal Advisors Wealth, LLC | 0.40% | Reduce -76.9% | 44,515 | $4.5M |
| Jaffetilchin Investment Partners, LLC | 0.27% | Add +0.3% | 44,274 | $4.4M |
| Equity Wealth Partners, LLC | 3.57% | — | 43,924 | $4.4M |
| Compagnie Lombard Odier SCmA | 0.05% | No change | 43,800 | $4.4M |
| Conservest Capital Advisors, Inc. | 0.41% | Reduce -3.8% | 43,662 | $4.4M |
| Parallax Volatility Advisers, L.P. | 0.15% | No change | 43,651 | $4.4M |
| Joseph P. Lucia & Associates, LLC | 1.65% | Add +1.8% | 43,591 | $4.4M |
| Arbor Trust Wealth Advisors, LLC | 1.97% | Add +6.5% | 43,550 | $4.4M |
| Sound View Wealth Advisors Group, LLC | 0.30% | Reduce -0.1% | 43,360 | $4.3M |
| Ti-Trust, Inc. | 2.73% | Add +0.9% | 43,289 | $4.3M |
| F/m Investments LLC | 0.17% | Reduce -0.1% | 43,255 | $4.3M |
| Raffa Wealth Management, LLC | 0.78% | Add +1.0% | 43,186 | $4.3M |
| RiverGlades Family Offices LLC | 2.62% | Add +1.0% | 42,859 | $4.3M |
| Salem Investment Counselors Inc. | 0.12% | Add +16.1% | 42,670 | $4.3M |
| MassMutual Private Wealth & Trust, FSB | 0.11% | Add +0.3% | 42,653 | $4.3M |
| Capital Management Associates, Inc | 1.15% | Add +24.1% | 42,595 | $4.3M |
| MorganRosel Wealth Management, LLC | 1.11% | Add +19.2% | 42,542 | $4.3M |
| Cannon Wealth Management Services, LLC | 3.22% | Add +1.2% | 42,476 | $4.3M |
| One Capital Management, LLC | 0.14% | Reduce -7.5% | 42,429 | $4.3M |
| Continental Investors Services, Inc. | 6.25% | Add +20.6% | 41,697 | $4.2M |
| Thompson Investment Management, Inc. | 0.56% | Add +10.8% | 42,040 | $4.2M |
| Legacy Edge Advisors, LLC | 0.49% | Add +90.4% | 41,797 | $4.2M |
| Flagship Private Wealth, LLC | 1.68% | Add +8.0% | 41,785 | $4.2M |
| Compton Financial Group, LLC | 1.01% | Reduce -0.8% | 41,719 | $4.2M |
| Penney Financial, LLC | 1.87% | Add +3.8% | 41,705 | $4.2M |
| Pathstone Holdings, LLC | 0.02% | Reduce -7.1% | 41,598 | $4.2M |
| Simmons Bank | 0.28% | Reduce -1.4% | 41,481 | $4.2M |
| Tactive Advisors, LLC | 1.18% | Add +113.9% | 41,428 | $4.2M |
| WBH Advisory Inc. | 0.31% | Reduce -6.1% | 41,087 | $4.1M |
| E&G Advisors, LLC | 0.95% | Add +8.0% | 40,889 | $4.1M |
| Winthrop Capital Management, LLC | 0.98% | Add +10.9% | 40,593 | $4.1M |
| First American Trust, FSB | 0.29% | Reduce -8.2% | 40,099 | $4.0M |
| Capital Advisors Wealth Management, LLC | 0.57% | Reduce -0.5% | 40,037 | $4.0M |
| Evercore Wealth Management, LLC | 0.06% | Add +1843.0% | 39,734 | $4.0M |
| Accel Wealth Management | 1.16% | Add +18.9% | 39,683 | $4.0M |
| Foundations Investment Advisors, LLC | 0.06% | Add +4.4% | 39,509 | $4.0M |
| 5T Wealth, LLC | 1.72% | Add +4.1% | 39,337 | $3.9M |
| IFS Advisors, LLC | 2.30% | New | 39,151 | $3.9M |
| Family Investment Center, Inc. | 0.81% | Add +3.4% | 39,140 | $3.9M |
| Tritonpoint Wealth, LLC | 0.34% | Add +2.9% | 39,122 | $3.9M |
| Intrepid Capital Management Inc. | 1.91% | Add +36.3% | 38,954 | $3.9M |
| Wealthcare Capital Partners, LLC | 1.79% | Add +15.2% | 38,949 | $3.9M |
| Advisor OS, LLC | 0.34% | Reduce -15.0% | 38,944 | $3.9M |
| Legacy Wealth Management, LLC | 0.23% | Reduce -1.7% | 38,944 | $3.9M |
| Arista Wealth Management, LLC | 0.48% | Add +0.5% | 38,868 | $3.9M |
| Compass Ion Advisors, LLC | 0.38% | Add +7.5% | 38,847 | $3.9M |
| Lake Street Private Wealth, LLC | 0.50% | Add +4.7% | 38,820 | $3.9M |
| DAVENPORT & Co LLC | 0.02% | Add +7.0% | 38,636 | $3.9M |
| KG Capital Management | 1.05% | Reduce -9.6% | 38,293 | $3.8M |
| Heartland Advisors Inc. | 0.20% | New | 38,258 | $3.8M |
| Croban | 2.54% | Add +35.0% | 38,034 | $3.8M |
| Two Sigma Securities, LLC | 0.56% | New | 37,950 | $3.8M |
| Edge Financial Advisors LLC | 1.70% | Reduce -33.0% | 37,739 | $3.8M |
| Fortis Capital Advisors, LLC | 0.60% | Reduce -1.3% | 37,761 | $3.8M |
| Dynamic Advisor Solutions LLC | 0.11% | Add +6.6% | 37,641 | $3.8M |
| Snowden Capital Advisors LLC | 0.10% | Add +6.0% | 37,544 | $3.8M |
| Stonekeep Investments, LLC | 2.38% | Reduce -0.2% | 37,542 | $3.8M |
| Innovative Wealth Building LLC | 2.93% | Reduce -6.4% | 37,510 | $3.8M |
| Intergy Private Wealth, LLC | 1.18% | Add +4.5% | 37,495 | $3.8M |
| Mechanics Bank Trust Department | 0.52% | Reduce -4.5% | 37,177 | $3.7M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -3.1% | 37,177 | $3.7M |
| Waycross Partners, LLC | 0.32% | No change | 37,110 | $3.7M |
| Exchange Bank | 2.57% | Add +8.0% | 37,000 | $3.7M |
| Charter Capital Management, LLC\DE | 1.99% | Add +5.4% | 36,762 | $3.7M |
| Merkkuri Wealth Advisors LLC | 2.66% | Add +10.0% | 36,623 | $3.7M |
| Cornerstone Advisors Asset Management, LLC | 0.64% | Add +0.8% | 36,418 | $3.7M |
| Tradition Wealth Management, LLC | 0.27% | Reduce -13.6% | 36,298 | $3.6M |
| MPS Loria Financial Planners, LLC | 0.96% | Add +1.2% | 36,143 | $3.6M |
| Maxele Advisors, LLC | 3.12% | Add +16.7% | 36,073 | $3.6M |
| Sincerus Advisory, LLC | 3.08% | Add +12.9% | 35,906 | $3.6M |
| Quadrant Capital Group LLC | 0.12% | Add +20.4% | 35,688 | $3.6M |
| Bedell Frazier Investment Counselling, LLC | 0.73% | Add +42.9% | 35,606 | $3.6M |
| Cheviot Value Management, LLC | 0.38% | Add +1.0% | 35,246 | $3.6M |
| Randall & Associates Wealth Management | 2.57% | Add +11.8% | 35,247 | $3.5M |
| Financial Strategies Group, Inc. | 0.67% | Reduce -2.4% | 35,054 | $3.5M |
| Wealth Management Associates, Inc. | 1.24% | Add +5.6% | 34,785 | $3.5M |
| NYL Investors LLC | 1.20% | Reduce -0.5% | 34,676 | $3.5M |
| Payden & Rygel | 0.29% | New | 34,542 | $3.5M |
| Chandler Asset Management, Inc. | 0.57% | Add +65.0% | 34,482 | $3.5M |
| LPWM LLC | 0.91% | Add +4.9% | 34,190 | $3.4M |
| Adirondack Trust Co. | 1.15% | Reduce -1.9% | 34,098 | $3.4M |
| Davidson Trust Co. | 1.39% | Add +24.7% | 33,632 | $3.4M |
| Rockland Trust Co. | 0.14% | New | 33,583 | $3.4M |
| TFB Advisors LLC | 0.97% | Add +15.0% | 33,035 | $3.3M |
| FineMark National Bank & Trust | 0.11% | Add +40.3% | 32,614 | $3.3M |
| Simplicity Wealth,LLC | 0.19% | Reduce -22.4% | 32,605 | $3.3M |
| Vista Investment Partners Ii, LLC | 1.52% | Reduce -1.5% | 32,531 | $3.3M |
| Aletheian Wealth Advisors LLC | 1.51% | No change | 32,426 | $3.3M |
| Smith, Moore & Co. | 0.25% | Reduce -10.1% | 32,421 | $3.3M |
| Sterling Investment Advisors LLC | 1.61% | Add +4.2% | 32,342 | $3.2M |
| Granite Bay Wealth Management, LLC | 0.83% | Add +9.8% | 31,947 | $3.2M |
| Gryphon Financial Partners LLC | 0.36% | Reduce -1.9% | 31,865 | $3.2M |
| Midwest Trust Co | 0.04% | Reduce -12.1% | 31,657 | $3.2M |
| Madrona Financial Services, LLC | 0.70% | Add +4.5% | 31,566 | $3.2M |
| Family Wealth Partners, LLC | 1.19% | Reduce -0.9% | 31,538 | $3.2M |
| Stock Yards Bank & Trust Co. | 0.10% | Reduce -1.6% | 31,430 | $3.2M |
| American State Bank (Iowa) | 1.60% | Reduce -23.7% | 31,405 | $3.1M |
| Oxinas Partners, LLC | 1.68% | Add +8.6% | 31,330 | $3.1M |
| Compass Financial Group, Inc. | 1.39% | Add +0.1% | 30,966 | $3.1M |
| First Trust Advisors LP | 0.00% | Reduce -1.1% | 30,960 | $3.1M |
| Wingate Wealth Advisors, Inc. | 2.15% | Add +3.7% | 30,936 | $3.1M |
| Wall Street Financial Group, Inc. | 2.27% | Add +315.4% | 30,895 | $3.1M |
| Waldron Private Wealth LLC | 0.13% | Reduce -26.7% | 30,810 | $3.1M |
| DecisionMap Wealth Management, LLC | 1.97% | Add +2.3% | 30,598 | $3.1M |
| Northstar Advisory Group, LLC | 1.25% | Add +4.4% | 30,587 | $3.1M |
| CAP Partners, LLC | 1.73% | Add +21.1% | 30,369 | $3.0M |
| CGN Advisors LLC | 0.25% | Add +3.0% | 30,356 | $3.0M |
| Global View Capital Management LLC | 0.65% | Add +59.2% | 30,321 | $3.0M |
| Long Run Wealth Advisors, LLC | 0.59% | Reduce -66.3% | 30,197 | $3.0M |
| Capital Advisory Group Advisory Services, LLC | 0.94% | Reduce -1.6% | 30,194 | $3.0M |
| Alhambra Investment Management LLC | 1.43% | Reduce -1.3% | 30,052 | $3.0M |
| Bigelow Investment Advisors, LLC | 1.21% | Add +11.4% | 30,020 | $3.0M |
| NDWM LLC | 2.04% | Add +5.3% | 29,990 | $3.0M |
| Maia Wealth LLC | 0.51% | Reduce -3.1% | 29,989 | $3.0M |
| Strategic Blueprint, LLC | 0.13% | Add +73.5% | 29,941 | $3.0M |
| AMG National Trust Bank | 0.07% | Reduce -3.2% | 29,925 | $3.0M |
| U.S. Capital Wealth Advisors, LLC | 0.08% | Add +306.3% | 29,902 | $3.0M |
| Michels Family Financial, LLC | 2.31% | Add +2.4% | 29,555 | $3.0M |
| Hickory Point Bank & Trust | 2.21% | Reduce -3.0% | 29,550 | $3.0M |
| SteelPeak Wealth, LLC | 0.10% | Add +598.5% | 29,394 | $2.9M |
| LYNX Capital Group Ltd. | 1.36% | Reduce -0.3% | 29,338 | $2.9M |
| J.Safra Asset Management Corp | 0.18% | Add +8.6% | 29,240 | $2.9M |
| Accredited Investors Inc. | 0.16% | Reduce -1.9% | 29,144 | $2.9M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.34% | Add +334.7% | 28,994 | $2.9M |
| American National Bank & Trust | 0.28% | Add +1.5% | 28,799 | $2.9M |
| United Community Bank | 0.89% | Add +64.0% | 28,778 | $2.9M |
| Valpey Financial Services, LLC | 1.88% | Add +2.2% | 28,608 | $2.9M |
| First Interstate Bank | 0.16% | Reduce -0.6% | 28,403 | $2.8M |
| Hoxton Planning & Management, LLC | 0.91% | Reduce -5.2% | 28,226 | $2.8M |
| Mesirow Financial Investment Management, Inc. | 0.05% | Add +13.8% | 28,223 | $2.8M |
| Asset Management Group, Inc. | 0.46% | Add +0.9% | 28,023 | $2.8M |
| Pettyjohn, Wood & White, Inc. | 0.46% | Add +2.5% | 27,852 | $2.8M |
| Soltis Investment Advisors LLC | 0.19% | Add +11.8% | 27,843 | $2.8M |
| Atwater Malick LLC | 0.80% | Add +34.1% | 27,627 | $2.8M |
| Patten Group, Inc. | 0.54% | Add +17.5% | 27,622 | $2.8M |
| Total Investment Management Inc. | 0.36% | Reduce -1.9% | 27,605 | $2.8M |
| Private Trust Co. NA | 0.24% | Reduce -16.1% | 27,506 | $2.8M |
| SYM FINANCIAL Corp | 0.29% | Add +14.1% | 27,315 | $2.7M |
| Triad Wealth Partners, LLC | 0.35% | Add +6.4% | 27,239 | $2.7M |
| Delos Wealth Advisors, LLC | 1.84% | Add +10.1% | 27,194 | $2.7M |
| EFG Asset Management (Americas) Corp. | 0.47% | Reduce -17.9% | 27,154 | $2.7M |
| Westfuller Advisors, LLC | 1.24% | Add +287.5% | 27,131 | $2.7M |
| Retirement Systems of Alabama | 0.01% | Add +5.6% | 27,114 | $2.7M |
| Saxon Interests, Inc. | 1.06% | Reduce -4.3% | 27,220 | $2.7M |
| Rik Saylor Financial, Inc. | 1.96% | Reduce -0.2% | 26,710 | $2.7M |
| Stewardship Advisors, LLC | 0.63% | Add +5.9% | 26,572 | $2.7M |
| Surience Private Wealth LLC | 2.52% | New | 26,569 | $2.7M |
| Discipline Wealth Solutions, LLC | 0.70% | Add +44.4% | 26,546 | $2.7M |
| Stockman Wealth Management, Inc. | 0.33% | Add +26.2% | 26,513 | $2.7M |
| Occidental Asset Management, LLC | 0.33% | Add +1.9% | 26,507 | $2.7M |
| Fairway Wealth LLC | 0.75% | Add +2.5% | 26,503 | $2.7M |
| SC&H Financial Advisors, Inc. | 0.43% | Add +18.0% | 26,384 | $2.6M |
| Algorithmic Investment Models, LLC | 1.76% | Add +2.0% | 26,378 | $2.6M |
| Envision Financial LLC | 1.52% | Add +15.6% | 26,371 | $2.6M |
| Cooksen Wealth, LLC | 1.97% | Add +5.0% | 26,265 | $2.6M |
| Meridian Wealth Management, LLC | 0.10% | Add +30.2% | 26,204 | $2.6M |
| Denali Advisors LLC | 0.30% | Reduce -10.0% | 26,156 | $2.6M |
| Lionsbridge Wealth Management LLC | 2.56% | Reduce -61.3% | 25,905 | $2.6M |
| Riverview Trust Co | 3.14% | No change | 25,819 | $2.6M |
| Cherry Tree Wealth Management, LLC | 0.57% | Reduce -0.5% | 25,749 | $2.6M |
| Cypress Capital Group | 0.31% | Add +8.2% | 25,733 | $2.6M |
| Capitolis Liquid Global Markets LLC | 0.02% | Reduce -77.8% | 25,400 | $2.5M |
| Running Point Capital Advisors, LLC | 0.68% | Add +6.5% | 25,253 | $2.5M |
| IFS Group,LLC | 2.22% | — | 25,221 | $2.5M |
| Cyndeo Wealth Partners, LLC | 0.14% | Add +7.3% | 25,160 | $2.5M |
| Mach-1 Financial Group, LLC | 0.40% | New | 25,071 | $2.5M |
| Integrity Advisory Solutions, LLC | 0.40% | — | 25,071 | $2.5M |
| Leavell Investment Management, Inc. | 0.11% | Add +5.0% | 25,068 | $2.5M |
| Turn8 Private Wealth Inc. | 1.80% | Reduce -13.1% | 25,045 | $2.5M |
| McNaughton Wealth Management, LLC | 1.06% | Add +0.8% | 24,992 | $2.5M |
| Core Wealth Management, Inc. | 0.80% | Reduce -6.8% | 24,865 | $2.5M |
| Measured Wealth Private Client Group, LLC | 0.67% | Reduce -1.1% | 24,849 | $2.5M |
| NTV Asset Management LLC | 0.27% | Add +7.8% | 24,814 | $2.5M |
| Fsa Wealth Partners, Inc. | 0.95% | Add +146.0% | 24,696 | $2.5M |
| Christensen, King & Associates Investment Services, Inc. | 1.06% | Add +0.8% | 24,675 | $2.5M |
| Aua Capital Management, LLC | 1.39% | Reduce -1.2% | 24,649 | $2.5M |
| Financial Freedom, LLC | 1.23% | Reduce -4.5% | 24,645 | $2.5M |
| Austin Wealth Management, LLC | 0.39% | No change | 24,394 | $2.5M |
| LCNB Corp. | 0.86% | Add +8.6% | 24,484 | $2.5M |
| Invera Wealth Advisors, LLC | 1.50% | Add +0.5% | 24,356 | $2.4M |
| Wilshire Advisors LLC | 6.25% | Add +99.0% | 24,041 | $2.4M |
| Investment House LLC | 0.11% | Add +202.8% | 23,968 | $2.4M |
| SouthState Bank Corp | 0.11% | Add +8.6% | 23,915 | $2.4M |
| Empirical Asset Management, LLC | 0.66% | Add +68.1% | 28,949 | $2.4M |
| Koshinski Asset Management, Inc. | 0.17% | Add +42.3% | 23,668 | $2.4M |
| International Assets Investment Management, LLC | 0.19% | No change | 24,000 | $2.4M |
| C2C Wealth Management, LLC | 2.01% | No change | 23,345 | $2.3M |
| United Asset Strategies, Inc. | 0.19% | Add +8.4% | 23,317 | $2.3M |
| Private Wealth Asset Management, LLC | 0.27% | Reduce -1.3% | 23,169 | $2.3M |
| North Berkeley Wealth Management, LLC | 1.82% | Reduce -2.9% | 22,954 | $2.3M |
| Ascent Wealth Partners, LLC | 0.27% | Add +6.8% | 22,902 | $2.3M |
| CENTRAL TRUST Co | 0.05% | Add +62.1% | 22,762 | $2.3M |
| Core Wealth Partners LLC | 1.05% | Add +13.8% | 22,696 | $2.3M |
| McAdam, LLC | 0.11% | Reduce -3.5% | 22,629 | $2.3M |
| Alesco Advisors, LLC, An ESL Co | 0.06% | Reduce -1.9% | 22,591 | $2.3M |
| Aviance Capital Partners, LLC | 0.27% | Add +5.9% | 22,459 | $2.3M |
| Pinnacle Associates Ltd. | 0.03% | Reduce -1.9% | 22,442 | $2.2M |
| Retirement Wealth Solutions LLC | 1.48% | Add +0.1% | 22,417 | $2.2M |
| Axis Wealth Partners, LLC | 1.30% | Add +5.1% | 22,192 | $2.2M |
| WealthShield Partners, LLC | 0.25% | Reduce -23.5% | 22,119 | $2.2M |
| Security Financial Services, INC. | 0.36% | Reduce -21.3% | 22,107 | $2.2M |
| Larson Financial Group LLC | 0.08% | Add +8.8% | 22,083 | $2.2M |
| First Financial Bankshares Inc | 0.05% | New | 22,065 | $2.2M |
| Aries Wealth Management | 0.52% | Add +2.6% | 22,035 | $2.2M |
| Advocacy Wealth Management, LLC | 0.10% | No change | 21,974 | $2.2M |
| LongView Wealth Management | 0.60% | Add +41.6% | 21,939 | $2.2M |
| Landing Point Financial Group, LLC | 1.14% | New | 21,900 | $2.2M |
| Auour Investments LLC | 0.71% | Add +24.5% | 21,840 | $2.2M |
| Iowa State Bank | 0.41% | Reduce -11.3% | 21,735 | $2.2M |
| Choate Investment Advisors | 0.04% | Add +221.8% | 21,677 | $2.2M |
| Pacific Capital Wealth Advisors, Inc. | 0.38% | Reduce -0.7% | 21,646 | $2.2M |
| Thompson Siegel & Walmsley LLC | 0.04% | Add +0.0% | 21,532 | $2.2M |
| Moss Adams Wealth Advisors LLC | 0.17% | Reduce -1.3% | 21,453 | $2.2M |
| West Michigan Advisors, LLC | 0.52% | Add +8.2% | 21,368 | $2.1M |
| Pointe Capital Management LLC | 1.04% | Add +115.0% | 21,133 | $2.1M |
| Gladstone Institutional Advisory LLC | 0.08% | Reduce -6.9% | 21,016 | $2.1M |
| Becker Capital Management Inc. | 0.06% | No change | 20,782 | $2.1M |
| L.K. Benson & Company, P.C. | 1.12% | Add +11.1% | 20,688 | $2.1M |
| Voya Financial Advisors, Inc. | 0.20% | Add +12.3% | 20,645 | $2.1M |
| BOK Financial Private Wealth, Inc. | 0.13% | Reduce -7.4% | 20,610 | $2.1M |
| Hollencrest Capital Management | 0.07% | Reduce -21.3% | 20,488 | $2.1M |
| JMG Financial Group, Ltd. | 0.06% | Add +6.2% | 20,433 | $2.0M |
| Grey Ledge Advisors, LLC | 0.46% | Add +1.9% | 20,382 | $2.0M |
| Diligent Investors, LLC | 0.52% | Reduce -8.5% | 20,316 | $2.0M |
| Boyd Wealth Management, LLC | 0.87% | Reduce -94.3% | 20,088 | $2.0M |
| Blalock Williams, LLC | 1.75% | Add +90.4% | 19,968 | $2.0M |
| Narus Financial Partners, LLC | 0.54% | Add +2.5% | 19,769 | $2.0M |
| Chris Bulman Inc | 0.99% | Reduce -24.0% | 19,738 | $2.0M |
| Orrstown Financial Services Inc. | 0.34% | Add +2.3% | 19,688 | $2.0M |
| Heritage Wealth Management, Inc. | 0.58% | Add +13.4% | 19,627 | $2.0M |
| Tower Research Capital LLC (TRC) | 0.05% | Reduce -88.2% | 19,607 | $2.0M |
| Trilogy Capital Inc. | 0.09% | Reduce -0.3% | 19,592 | $2.0M |
| Lake Hills Wealth Management, LLC | 1.05% | Add +2.7% | 19,527 | $2.0M |
| Integrated Investment Consultants, LLC | 0.33% | Reduce -0.4% | 19,515 | $2.0M |
| Nvwm, LLC | 0.44% | Add +7.1% | 19,426 | $1.9M |
| Gallagher Fiduciary Advisors, LLC | 0.07% | Reduce -98.6% | 19,227 | $1.9M |
| Skyline Advisors, Inc. | 0.66% | Add +1.2% | 19,076 | $1.9M |
| Consolidated Portfolio Review Corp | 0.24% | Reduce -2.2% | 19,064 | $1.9M |
| Lazari Capital Management, Inc. | 0.65% | Reduce -2.3% | 18,957 | $1.9M |
| Register Financial Advisors LLC | 0.74% | Add +9.7% | 18,871 | $1.9M |
| Range Financial Group LLC | 0.68% | Add +2.4% | 18,857 | $1.9M |
| Evergreen Capital Management LLC | 0.04% | Add +1.3% | 18,775 | $1.9M |
| Ballast, Inc. | 0.46% | Add +3.0% | 18,755 | $1.9M |
| Wealth Dimensions Group, Ltd. | 0.39% | Add +2.3% | 18,748 | $1.9M |
| Nations Financial Group Inc, /Ia/ | 0.12% | Add +7.7% | 18,616 | $1.9M |
| Balboa Wealth Partners | 0.32% | Add +4.1% | 18,616 | $1.9M |
| Sierra Capital LLC | 0.20% | Add +2.9% | 18,609 | $1.9M |
| Vawter Financial, Ltd. | 0.85% | New | 18,593 | $1.9M |
| Intelligence Driven Advisers, LLC | 0.25% | Add +1.6% | 18,159 | $1.8M |
| Canal Capital Management, LLC | 0.27% | Reduce -51.0% | 18,126 | $1.8M |
| Dearborn Partners LLC | 0.09% | Add +17.5% | 18,079 | $1.8M |
| Optivise Advisory Services LLC | 1.07% | Reduce -35.2% | 17,980 | $1.8M |
| Clarity Financial LLC | 0.18% | Add +10.0% | 17,928 | $1.8M |
| Inscription Capital, LLC | 0.19% | Add +108.7% | 17,923 | $1.8M |
| HBK Sorce Advisory LLC | 0.04% | Reduce -3.7% | 17,810 | $1.8M |
| Welch & Forbes LLC | 0.02% | Add +17.4% | 17,821 | $1.8M |
| Mission Wealth Management, LP | 0.04% | Reduce -21.7% | 17,820 | $1.8M |
| Steinberganna Wealth Management | 0.84% | — | 17,801 | $1.8M |
| RBA Wealth Management, LLC | 0.61% | Add +10.0% | 17,699 | $1.8M |
| CPR Investments Inc. | 1.22% | Add +28.5% | 17,678 | $1.8M |
| Independent Financial Group, LLC | 0.04% | Reduce -6.6% | 17,561 | $1.8M |
| Ignite Planners, LLC | 0.29% | Reduce -4.0% | 17,499 | $1.8M |
| Acropolis Investment Management, LLC | 0.09% | Add +13.6% | 17,680 | $1.8M |
| October Effect Ltd | 1.93% | Add +2.5% | 17,486 | $1.8M |
| Bellwether Advisors, LLC | 0.29% | Add +1.3% | 17,422 | $1.7M |
| Halter Ferguson Financial Inc. | 0.42% | Add +2.0% | 17,295 | $1.7M |
| Culbertson A N & Co. Inc. | 0.24% | Reduce -3.7% | 17,205 | $1.7M |
| Bessemer Group Inc. | 0.00% | Add +20.8% | 17,131 | $1.7M |
| Sepio Capital, LP | 0.10% | Add +14.8% | 17,075 | $1.7M |
| Heritage Wealth Management, Inc. | 1.17% | Add +6.3% | 17,072 | $1.7M |
| Navigation Wealth Management, Inc. | 2.50% | Add +18.9% | 16,953 | $1.7M |
| Net Worth Advisory Group | 0.49% | Reduce -23.7% | 16,939 | $1.7M |
| Vannoy Advisory Group, Inc. | 1.11% | Add +1.2% | 16,906 | $1.7M |
| FSA Investment Group, LLC | 1.05% | Reduce -3.9% | 16,812 | $1.7M |
| Bourgeon Capital Management LLC | 0.31% | Add +5.8% | 16,769 | $1.7M |
| Cahaba Wealth Management, Inc. | 0.12% | Reduce -98.9% | 16,714 | $1.7M |
| Factor Wealth Management LTD | 0.42% | Add +4.1% | 16,694 | $1.7M |
| WestHill Financial Advisors, Inc. | 0.33% | Add +8.6% | 16,663 | $1.7M |
| Wealth Alliance Advisory Group, LLC | 0.30% | Add +12.3% | 16,648 | $1.7M |
| Carrera Capital Advisors | 0.30% | Add +10.0% | 16,619 | $1.7M |
| Beacon Bridge Wealth Partners, LLC | 0.59% | Add +0.7% | 16,594 | $1.7M |
| Sentinel Wealth Management, Inc. | 1.44% | Add +12.4% | 16,514 | $1.7M |
| Dixon Mitchell Investment Counsel Inc. | 0.06% | Add +5.7% | 16,497 | $1.7M |
| Hayek Kallen Investment Management | 0.52% | Reduce -0.5% | 16,472 | $1.7M |
| Miller Financial Services LLC | 1.90% | Reduce -0.3% | 16,434 | $1.6M |
| Bakala Capital LLC | 8.86% | Add +4.2% | 16,372 | $1.6M |
| American Investment Services, Inc. | 0.39% | Add +9.6% | 16,315 | $1.6M |
| Optiver Holding B.V. | 0.03% | New | 16,287 | $1.6M |
| Ironwood Investment Counsel, LLC | 0.24% | Reduce -12.6% | 16,250 | $1.6M |
| Carr Financial Group Corp | 0.44% | Reduce -3.3% | 15,946 | $1.6M |
| Transamerica Financial Advisors, LLC | 0.13% | Add +5.5% | 15,914 | $1.6M |
| Atlantic Union Bankshares Corp | 0.03% | Reduce -17.3% | 15,873 | $1.6M |
| Fonville Wealth Management LLC | 0.36% | Add +8.2% | 15,871 | $1.6M |
| Nilsine Partners, LLC | 0.14% | Reduce -8.5% | 15,799 | $1.6M |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -42.9% | 15,770 | $1.6M |
| Edgemoor Investment Advisors, Inc. | 0.12% | Reduce -30.0% | 15,717 | $1.6M |
| Ballentine Partners, LLC | 0.02% | No change | 15,681 | $1.6M |
| Schiavi & Co LLC | 0.51% | No change | 15,523 | $1.6M |
| Beam Wealth Advisors, Inc. | 0.42% | Reduce -16.9% | 15,467 | $1.6M |
| First National Trust Co | 0.05% | Add +13.1% | 15,416 | $1.5M |
| Jump Financial, LLC | 0.02% | New | 15,402 | $1.5M |
| Pinnacle Bancorp, Inc. | 0.46% | Add +2.2% | 15,393 | $1.5M |
| Capital Analysts, LLC | 0.04% | Add +53.6% | 15,237 | $1.5M |
| SlateStone Wealth, LLC | 0.13% | Reduce -14.9% | 15,115 | $1.5M |
| Kohmann Bosshard Financial Services, LLC | 0.16% | Add +1.9% | 15,063 | $1.5M |
| McDonald Partners LLC | 0.45% | Add +10.5% | 15,028 | $1.5M |
| XTX Topco Ltd | 0.08% | New | 14,994 | $1.5M |
| AQR Capital Management | 0.00% | Add +225.9% | 14,964 | $1.5M |
| Gries Financial LLC | 0.24% | Reduce -0.2% | 14,962 | $1.5M |
| Magnolia Capital Advisors LLC | 0.39% | Reduce -0.3% | 14,918 | $1.5M |
| GatePass Capital, LLC | 0.88% | Add +6.4% | 14,916 | $1.5M |
| Crux Wealth Advisors | 0.59% | Reduce -12.0% | 14,891 | $1.5M |
| Avior Wealth Management, LLC | 0.05% | Reduce -11.7% | 14,953 | $1.5M |
| Arkadios Wealth Advisors | 0.04% | Add +16.2% | 14,827 | $1.5M |
| Bfsg, LLC | 0.14% | Add +145.4% | 14,826 | $1.5M |
| Archvest Wealth Advisors, Inc. | 1.31% | Reduce -17.3% | 14,622 | $1.5M |
| Litman Gregory Wealth Management LLC | 0.11% | Reduce -2.6% | 14,604 | $1.5M |
| Wealthcare Capital Management LLC | 0.15% | Reduce -5.4% | 14,554 | $1.5M |
| Alpha Cubed Investments, LLC | 0.05% | Reduce -0.3% | 14,468 | $1.5M |
| New England Private Wealth Advisors LLC | 0.19% | No change | 14,455 | $1.4M |
| Apella Capital, LLC | 0.03% | New | 14,239 | $1.4M |
| Retireful, LLC | 1.38% | New | 14,282 | $1.4M |
| Objective Capital Management, LLC | 1.48% | Add +1.6% | 14,269 | $1.4M |
| Pathway Financial Advisors LLC | 0.19% | Add +0.8% | 14,255 | $1.4M |
| Sax Wealth Advisors, LLC | 0.08% | Reduce -10.4% | 14,189 | $1.4M |
| Tudor Investment Corporation | 0.01% | Add +83.2% | 14,142 | $1.4M |
| Horizons Wealth Management | 0.97% | Add +7.3% | 14,088 | $1.4M |
| One Wealth Advisors, LLC | 0.18% | Add +74.9% | 14,018 | $1.4M |
| Curi Capital, LLC | 0.03% | Add +1.8% | 13,986 | $1.4M |
| Howland Capital Management LLC | 0.05% | Reduce -7.8% | 13,949 | $1.4M |
| Alpha Financial Advisors, LLC | 0.49% | Add +1.2% | 13,899 | $1.4M |
| Private Wealth Group, LLC | 0.69% | Add +7.2% | 13,886 | $1.4M |
| Daymark Wealth Partners, LLC | 0.05% | Reduce -1.4% | 13,824 | $1.4M |
| GWN Securities Inc. | 0.32% | Add +8.4% | 13,782 | $1.4M |
| Cascade Financial Partners, LLC | 0.16% | Add +0.1% | 13,797 | $1.4M |
| Advyzon Investment Management, LLC | 0.24% | Add +62.0% | 13,759 | $1.4M |
| Rather & Kittrell, Inc. | 0.24% | Reduce -24.1% | 13,754 | $1.4M |
| Strategic Wealth Partners, Ltd. | 0.10% | Add +9.8% | 13,549 | $1.4M |
| Capital Investment Advisors, LLC | 0.02% | Add +6.5% | 13,496 | $1.4M |
| Presidio Capital Management, LLC | 0.47% | Reduce -3.5% | 13,465 | $1.3M |
| Altfest L J & Co. Inc. | 0.15% | Add +3.1% | 13,322 | $1.3M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.10% | Add +0.6% | 13,157 | $1.3M |
| Conway Capital Management, Inc. | 0.55% | No change | 13,044 | $1.3M |
| Nicolet Advisory Services, LLC | 0.10% | Add +7.5% | 13,015 | $1.3M |
| Ariadne Wealth Management, LP | 0.58% | No change | 12,980 | $1.3M |
| Phillips Wealth Planners LLC | 1.07% | Add +2.5% | 12,850 | $1.3M |
| Garrison Point Advisors, LLC | 0.54% | Reduce -5.8% | 12,790 | $1.3M |
| TruNorth Capital Management, LLC | 0.25% | Add +24.3% | 12,757 | $1.3M |
| Brooks, Moore & Associates, Inc. | 0.64% | No change | 12,600 | $1.3M |
| FOCUS Wealth Advisors, LLC | 0.61% | No change | 12,595 | $1.3M |
| Forza Wealth Management, LLC | 0.48% | Add +2.0% | 12,587 | $1.3M |
| Coppell Advisory Solutions LLC | 0.13% | Add +20.3% | 12,556 | $1.3M |
| Davies Financial Advisors, Inc. | 1.02% | Reduce -3.3% | 12,538 | $1.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.07% | New | 12,538 | $1.3M |
| MFA Wealth Services | 0.87% | Reduce -1.5% | 12,530 | $1.3M |
| EWG Elevate Inc. | 0.39% | Add +42.5% | 12,427 | $1.2M |
| Americana Partners, LLC | 0.04% | Add +161.7% | 12,401 | $1.2M |
| Affinity Investment Advisors, LLC | 0.84% | Add +4.2% | 12,390 | $1.2M |
| Fermata Advisors, LLC | 0.31% | Add +1.4% | 12,380 | $1.2M |
| Ingalls & Snyder LLC | 0.04% | Add +0.3% | 12,365 | $1.2M |
| Princeton Global Asset Management LLC | 0.21% | Reduce -0.7% | 12,356 | $1.2M |
| Simon Quick Advisors, LLC | 0.06% | Add +0.6% | 12,298 | $1.2M |
| Rockbridge Investment Management, LCC | 0.12% | Reduce -0.2% | 12,266 | $1.2M |
| Stevens Capital Partners | 0.37% | Reduce -10.8% | 12,255 | $1.2M |
| Weil Company, Inc. | 0.30% | Add +33.5% | 12,252 | $1.2M |
| Dorsey & Whitney Trust CO LLC | 0.06% | No change | 12,228 | $1.2M |
| King Wealth Management Group | 0.15% | Reduce -2.0% | 12,211 | $1.2M |
| South Plains Financial, Inc. | 0.76% | No change | 12,160 | $1.2M |
| Western Wealth Management, LLC | 0.06% | Add +3.6% | 11,958 | $1.2M |
| BBR Partners, LLC | 0.07% | No change | 11,951 | $1.2M |
| Ameritas Advisory Services, LLC | 0.08% | Reduce -36.4% | 11,887 | $1.2M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -52.9% | 11,872 | $1.2M |
| Tennessee Valley Asset Management Partners | 0.16% | Add +95.3% | 11,798 | $1.2M |
| Balefire, LLC | 0.24% | Reduce -34.5% | 11,761 | $1.2M |
| Worth Asset Management, LLC | 0.53% | Reduce -7.8% | 11,719 | $1.2M |
| McLean Asset Management Corp | 0.24% | Reduce -54.1% | 11,697 | $1.2M |
| Armstrong Advisory Group, Inc. | 0.08% | Add +10.3% | 11,628 | $1.2M |
| Mainsail Financial Group, LLC | 0.50% | Reduce -12.7% | 11,607 | $1.2M |
| Avondale Wealth Management | 0.62% | Reduce -29.6% | 11,556 | $1.2M |
| Providence Capital Advisors, LLC | 0.20% | Add +4.7% | 11,549 | $1.2M |
| Procyon Advisors, LLC | 0.07% | Reduce -3.1% | 11,540 | $1.2M |
| Cadent Capital Advisors, LLC | 0.30% | New | 11,461 | $1.1M |
| Alliance Wealth Advisors, LLC | 0.27% | Add +22.8% | 11,371 | $1.1M |
| TCV Trust & Wealth Management, Inc. | 0.10% | No change | 11,329 | $1.1M |
| Tme Financial, Inc. | 0.85% | Add +5.3% | 11,327 | $1.1M |
| Realta Investment Advisors | 0.38% | Add +0.9% | 11,327 | $1.1M |
| Summit Financial Consulting LLC | 0.91% | Reduce -0.5% | 11,313 | $1.1M |
| Yukon Wealth Management, Inc. | 0.37% | No change | 11,277 | $1.1M |
| HORAN Wealth, LLC | 0.18% | New | 11,275 | $1.1M |
| Sage Mountain Advisors LLC | 0.06% | Reduce -16.1% | 11,242 | $1.1M |
| V2 Financial group LLC | 0.62% | Reduce -0.1% | 11,216 | $1.1M |
| Thrive Wealth Management, LLC | 0.17% | Reduce -63.2% | 11,210 | $1.1M |
| Sheets Smith Wealth Management | 0.13% | Add +2.8% | 11,169 | $1.1M |
| LifeGoal Investments, LLC | 0.93% | Reduce -12.8% | 11,150 | $1.1M |
| Premier Path Wealth Partners, LLC | 0.14% | Add +7.8% | 11,125 | $1.1M |
| Fairvoy Private Wealth, LLC | 0.25% | Reduce -3.2% | 11,120 | $1.1M |
| Obsidian Cio, LLC | 0.15% | Add +27.5% | 11,110 | $1.1M |
| Gladwyn Financial Advisors, Inc. | 0.80% | Add +3.1% | 11,107 | $1.1M |
| Noble Family Wealth, LLC | 0.25% | Reduce -0.1% | 11,105 | $1.1M |
| Neuberger Berman Group LLC | 0.00% | Add +39.4% | 11,099 | $1.1M |
| Avion Wealth | 0.24% | Reduce -1.8% | 11,061 | $1.1M |
| Tsfg, LLC | 0.18% | Reduce -0.2% | 10,988 | $1.1M |
| Connecticut Wealth Management, LLC | 0.05% | Reduce -29.0% | 10,985 | $1.1M |
| Aprio Wealth Management, LLC | 0.11% | Add +1.1% | 10,975 | $1.1M |
| Pacific Financial Group Inc. | 0.81% | Reduce -0.4% | 10,956 | $1.1M |
| Abundance Wealth Counselors | 0.19% | No change | 10,946 | $1.1M |
| Red Tortoise LLC | 0.48% | Add +0.6% | 10,928 | $1.1M |
| Fort Washington Investment Advisors Inc. | 0.01% | Add +15.2% | 10,901 | $1.1M |
| FWG Holdings, LLC | 0.47% | Add +17.9% | 10,805 | $1.1M |
| Brendel Financial Advisors LLC | 0.56% | New | 10,798 | $1.1M |
| Pinebridge Investments, L.P. | 0.01% | No change | 10,705 | $1.1M |
| Lifeworks Advisors, LLC | 0.14% | Reduce -2.8% | 10,648 | $1.1M |
| Quest 10 Wealth Builders, Inc. | 0.98% | Reduce -4.3% | 10,580 | $1.1M |
| BridgePort Financial Solutions, LLC | 0.28% | Add +3.0% | 10,544 | $1.1M |
| Laird Norton Wetherby Wealth Management, LLC | 0.04% | Add +29.5% | 10,498 | $1.1M |
| Ellis Investment Partners, LLC | 0.19% | Reduce -5.9% | 10,448 | $1.0M |
| Steel Grove Capital Advisors, LLC | 0.12% | No change | 10,538 | $1.0M |
| Kampmann Melissa S. | 0.76% | Add +0.4% | 10,408 | $1.0M |
| Fiduciary Financial Group, LLC | 0.16% | Add +25.5% | 10,372 | $1.0M |
| Alteri Wealth LLC | 0.36% | Add +40.2% | 10,367 | $1.0M |
| BTC Capital Management, Inc. | 0.07% | No change | 10,352 | $1.0M |
| Brookmont Capital Management | 0.58% | Reduce -13.5% | 10,323 | $1.0M |
| Sharkey, Howes & Javer | 0.13% | Reduce -3.7% | 10,262 | $1.0M |
| Watts Gwilliam & Co., LLC | 0.16% | No change | 10,164 | $1.0M |
| Advisory Alpha, LLC | 0.03% | Add +6.5% | 10,070 | $1.0M |
| SHUTTLEWORTH & Co | 0.91% | — | 10,024 | $1.0M |
| Bowie Capital Management, LLC | 0.05% | No change | 10,000 | $1.0M |
| Hilltop Holdings Inc. | 0.05% | Reduce -1.0% | 9,954 | $998K |
| Perennial Investment Advisors, LLC | 0.08% | Add +4.5% | 9,947 | $997K |
| Smith Thornton Advisors LLC | 0.52% | Add +0.5% | 9,931 | $996K |
| Walkner Condon Financial Advisors LLC | 0.16% | New | 9,913 | $994K |
| Badgley Phelps Wealth Managers, LLC | 0.02% | No change | 9,906 | $993K |
| Rinkey Investments | 0.26% | Reduce -3.0% | 9,881 | $991K |
| Faithward Advisors, LLC | 0.15% | New | 9,870 | $989K |
| Madison Wealth Partners, Inc | 0.20% | Add +13.7% | 9,858 | $988K |
| Bond & Devick Financial Network, Inc. | 0.30% | Add +2.4% | 9,849 | $987K |
| CoreCap Advisors, LLC | 0.04% | Reduce -0.7% | 9,840 | $986K |
| ALM First Financial Advisors, LLC | 0.20% | No change | 9,767 | $979K |
| Per Stirling Capital Management, LLC. | 0.12% | Add +0.1% | 9,764 | $979K |
| Total Wealth Planning, LLC | 0.11% | Add +5.1% | 9,746 | $977K |
| Investment Advisory Group, LLC | 0.27% | Add +19.2% | 9,744 | $977K |
| Stratos Investment Management, LLC | 0.04% | Reduce -1.3% | 9,643 | $967K |
| Revolve Wealth Partners, LLC | 0.12% | Add +2.2% | 9,624 | $965K |
| Flaharty Asset Management, LLC | 0.12% | Add +18.9% | 9,540 | $956K |
| Uptick Partners, LLC | 0.25% | Reduce -8.9% | 9,531 | $955K |
| Nicolet Bankshares Inc. | 0.15% | Add +14.0% | 9,489 | $951K |
| PUREfi Wealth, LLC | 0.73% | Add +5.9% | 9,474 | $950K |
| Five Oceans Advisors | 0.35% | Reduce -8.2% | 9,416 | $944K |
| Addison Advisors LLC | 0.22% | Reduce -91.5% | 9,399 | $942K |
| Fiera Capital Corp | 0.00% | Reduce -4.8% | 9,349 | $937K |
| William Howard & Co Financial Advisors Inc | 0.80% | No change | 9,340 | $936K |
| Oak Harvest Investment Services | 0.11% | New | 9,306 | $933K |
| OneAscent Financial Services LLC | 0.06% | Reduce -2.5% | 9,301 | $932K |
| Apollon Financial, LLC | 0.16% | Reduce -10.6% | 9,279 | $930K |
| Tolleson Wealth Management, Inc. | 0.14% | Reduce -3.9% | 9,247 | $927K |
| Agf Management Ltd. | 0.00% | No change | 9,200 | $922K |
| Childress Capital Advisors, LLC | 0.17% | Add +8.7% | 9,160 | $918K |
| Advus Financial Partners, LLC | 0.22% | Add +0.7% | 9,069 | $909K |
| Gateway Wealth Partners, LLC | 0.12% | Reduce -4.7% | 9,052 | $907K |
| VestGen Advisors, LLC | 0.03% | Reduce -0.4% | 9,050 | $907K |
| Blue Fin Capital, Inc. | 0.14% | Reduce -2.2% | 9,043 | $907K |
| HighMark Wealth Management LLC | 0.39% | Reduce -1.6% | 8,937 | $896K |
| Atlantic Family Wealth, LLC | 0.69% | Add +27.8% | 8,923 | $895K |
| Sage Financial Group Inc. | 0.06% | Add +2.9% | 8,921 | $894K |
| Finley Financial, LLC | 0.41% | Add +8.5% | 8,910 | $893K |
| Beacon Financial Advisory LLC | 0.21% | Add +23.1% | 8,908 | $893K |
| Sovereign Financial Group, Inc. | 0.17% | Reduce -13.3% | 8,850 | $887K |
| Stone House Investment Management, LLC | 0.15% | Reduce -4.5% | 8,845 | $887K |
| HRC Wealth Management, LLC | 0.43% | Reduce -2.5% | 8,835 | $886K |
| Carmel Capital Partners, LLC | 0.37% | Add +6.5% | 8,832 | $885K |
| International Private Wealth Advisors LLC | 0.56% | Reduce -1.0% | 8,830 | $885K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.08% | Add +11.1% | 8,797 | $882K |
| Reyes Financial Architecture, Inc. | 0.60% | No change | 8,793 | $881K |
| UMB Bank, n.a. | 0.01% | Reduce -25.0% | 8,769 | $879K |
| Wedbush Securities Inc. | 0.03% | Reduce -8.3% | 8,727 | $875K |
| HUB Investment Partners, LLC | 0.03% | Add +103.0% | 8,716 | $874K |
| Fidelis Capital Partners, LLC | 0.07% | Reduce -5.2% | 8,655 | $868K |
| Portus Wealth Advisors, LLC | 0.86% | — | 8,651 | $867K |
| American Trust | 0.07% | Add +25.6% | 8,638 | $866K |
| Rossby Financial, LCC | 0.29% | Add +13.3% | 8,584 | $860K |
| Orin Green Financial, LLC | 0.34% | Reduce -1.3% | 8,564 | $859K |
| Bison Wealth, LLC | 0.08% | Add +0.9% | 8,547 | $856K |
| Hanover Advisors Inc. | 0.33% | Add +36.0% | 8,540 | $856K |
| Central Pacific Bank - Trust Division | 0.11% | Reduce -0.6% | 8,531 | $855K |
| Orgel Wealth Management, LLC | 0.02% | Add +6.2% | 8,514 | $854K |
| McElhenny Sheffield Capital Management, LLC | 0.20% | Reduce -2.0% | 8,483 | $850K |
| Patron Partners, LLC | 0.38% | No change | 8,450 | $847K |
| Hoge Financial Services, LLC | 0.48% | Add +1.0% | 8,410 | $843K |
| Caprock Group, LLC | 0.02% | — | 8,469 | $842K |
| Vested Financial Planning, LLC | 0.68% | Add +30.0% | 8,340 | $836K |
| Potomac Fund Management Inc. | 0.04% | Reduce -0.0% | 8,316 | $834K |
| Flputnam Investment Management Co. | 0.01% | Add +12.7% | 8,306 | $833K |
| Pitcairn Co. | 0.07% | Reduce -42.3% | 8,284 | $830K |
| Parr McKnight Wealth Management Group, LLC | 0.11% | Reduce -19.8% | 8,235 | $826K |
| Clear Creek Financial Management, LLC | 0.07% | Add +13.4% | 8,221 | $824K |
| Sound Income Strategies, LLC | 0.04% | Reduce -25.1% | 8,234 | $824K |
| C M Bidwell & Associates Ltd. | 0.40% | Add +28.0% | 8,201 | $822K |
| Acorn Wealth Advisors, LLC | 0.26% | Add +8.1% | 8,129 | $815K |
| VestGen Investment Management | 0.49% | Reduce -3.6% | 8,103 | $812K |
| ARK & TLK Investments, LLC | 0.26% | Add +25.3% | 8,092 | $811K |
| Rock Point Advisors, LLC | 0.21% | Reduce -1.2% | 8,046 | $807K |
| Brady Family Wealth, LLC | 0.25% | No change | 7,971 | $799K |
| Genesee Capital Advisors, LLC | 0.35% | Reduce -3.8% | 7,947 | $797K |
| CIBC Asset Management Inc | 0.00% | Reduce -1.6% | 7,937 | $796K |
| Brasada Capital Management, LP | 0.13% | Add +2.2% | 7,895 | $792K |
| ABLE Financial Group, LLC | 0.17% | Reduce -17.8% | 7,896 | $792K |
| ORG Partners LLC | 0.15% | Add +1.1% | 7,764 | $790K |
| Physician Wealth Advisors, Inc. | 0.11% | Reduce -8.7% | 7,883 | $790K |
| Lodestar Private Asset Management LLC | 0.08% | Add +2.1% | 7,870 | $789K |
| Putney Financial Group LLC | 0.78% | New | 7,827 | $785K |
| Pennington Partners & Co., LLC | 0.37% | Reduce -0.6% | 7,824 | $784K |
| Firethorn Wealth Partners, LLC | 0.31% | Reduce -6.5% | 7,810 | $783K |
| Brighton Jones LLC | 0.02% | Reduce -8.0% | 7,787 | $781K |
| Dock Street Asset Management Inc. | 0.07% | New | 7,731 | $775K |
| Quartz Partners, LLC | 0.28% | Reduce -20.3% | 7,715 | $773K |
| Verus Wealth Management, LLC | 0.72% | Reduce -6.6% | 7,705 | $772K |
| Ethos Financial Group, LLC | 0.06% | Add +3.2% | 7,619 | $764K |
| NWK Group, Inc. | 0.26% | Add +40.6% | 7,616 | $764K |
| CJM Wealth Advisers, Ltd. | 0.23% | Add +156.5% | 7,616 | $763K |
| Titleist Asset Management, LLC | 0.07% | Add +11.6% | 7,615 | $763K |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 1.13% | New | 7,600 | $762K |
| VAUGHAN & Co SECURITIES, INC. | 0.40% | Add +15.9% | 7,578 | $760K |
| BWM Planning, LLC | 0.23% | Add +11.7% | 7,577 | $760K |
| Level Financial Advisors | 0.21% | No change | 7,570 | $759K |
| Cidel Asset Management Inc. | 0.04% | No change | 7,568 | $759K |
| Manufacturers Life Insurance Company, The | 0.00% | No change | 7,555 | $757K |
| Farrell Financial LLC | 0.47% | Reduce -16.6% | 7,551 | $757K |
| Venture Visionary Partners LLC | 0.03% | Add +22.8% | 7,521 | $754K |
| Freedom Investment Management, Inc. | 0.20% | Reduce -96.1% | 7,509 | $753K |
| GW Henssler & Associates Ltd. | 0.04% | No change | 7,464 | $748K |
| PSI Advisors, LLC | 0.19% | Add +129.7% | 7,413 | $743K |
| Quantinno Capital Management LP | 0.00% | Reduce -44.9% | 7,396 | $741K |
| May Hill Capital, LLC | 0.22% | Reduce -72.4% | 7,364 | $738K |
| Independent Wealth Network Inc. | 0.24% | Add +13.8% | 7,335 | $735K |
| MRP Capital Investments, LLC | 0.63% | No change | 7,404 | $734K |
| Nordwand Advisors, LLC | 0.12% | Add +192.0% | 7,298 | $732K |
| Attessa Capital LLC | 0.43% | Add +12.5% | 7,257 | $730K |
| Veracity Capital LLC | 0.23% | Add +2.8% | 7,256 | $727K |
| Lee Financial Co | 0.09% | Reduce -43.5% | 7,246 | $726K |
| Successful Portfolios LLC | 0.42% | Reduce -3.4% | 7,193 | $721K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +232.6% | 7,145 | $716K |
| Transcend Capital Advisors, LLC | 0.05% | Add +0.0% | 7,143 | $716K |
| Finward Bancorp | 0.54% | Reduce -22.4% | 7,132 | $715K |
| M1 Capital Management LLC | 0.31% | Add +50.5% | 7,124 | $714K |
| Investure, LLC | 0.04% | Add +5.4% | 7,110 | $713K |
| Strathmore Capital Advisors, Inc. | 0.29% | Add +7.6% | 7,063 | $708K |
| Sunbelt Securities, Inc. | 0.05% | Reduce -3.1% | 7,052 | $707K |
| Summa Corp. | 0.31% | No change | 7,050 | $707K |
| Augustine Asset Management Inc. | 0.14% | No change | 7,049 | $707K |
| Mayflower Financial Advisors, LLC | 0.09% | Add +0.4% | 7,004 | $702K |
| HFG Wealth Management, LLC | 0.38% | Add +7.8% | 6,975 | $699K |
| Brookwood Investment Group LLC | 0.09% | Reduce -64.2% | 6,948 | $697K |
| MSH Capital Advisors LLC | 0.19% | Add +6.9% | 6,933 | $695K |
| Dentgroup LLC | 0.45% | Add +3.4% | 6,933 | $695K |
| Centennial Bank | 0.27% | Reduce -5.1% | 6,925 | $694K |
| Guardian Partners Inc. | 0.06% | Reduce -3.0% | 6,912 | $692K |
| Madden Advisory Services, Inc. | 0.29% | Add +20.2% | 6,898 | $692K |
| Melfa Wealth Management, Inc. | 0.40% | Add +8.1% | 6,888 | $691K |
| Tilson Financial Group, Inc. | 0.22% | Reduce -1.1% | 6,794 | $681K |
| Postrock Partners LLC | 0.30% | No change | 6,784 | $680K |
| Warner Financial, Inc. | 0.25% | Add +0.0% | 6,778 | $680K |
| Hobbs Group Advisors, LLC | 0.21% | No change | 6,760 | $678K |
| Genesis Wealth Advisors, LLC | 0.48% | Reduce -0.4% | 6,728 | $674K |
| Carnegie Investment Counsel | 0.01% | Reduce -5.1% | 6,686 | $670K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.13% | Add +0.7% | 6,686 | $670K |
| Heritage Trust Co | 0.07% | No change | 6,682 | $670K |
| Beacon Financial Group | 0.07% | Reduce -9.9% | 6,677 | $669K |
| Vigilare Wealth Management | 0.23% | No change | 6,667 | $668K |
| BlueStem Wealth Partners, LLC | 0.08% | Add +13.2% | 6,622 | $664K |
| Ledyard National Bank | 0.06% | Reduce -25.6% | 6,605 | $662K |
| Inman Jager Wealth Management, LLC | 0.42% | No change | 6,591 | $661K |
| Fortitude Advisory Group L.L.C. | 0.36% | Add +4.7% | 6,591 | $661K |
| Jacobi Capital Management LLC | 0.04% | Add +2.0% | 6,591 | $661K |
| Roger Wittlin Investment Advisory, LLC | 0.37% | Add +1.0% | 6,580 | $660K |
| Shepherd Financial Partners LLC | 0.06% | Reduce -4.5% | 6,566 | $658K |
| KERR FINANCIAL PLANNING Corp | 0.92% | — | 6,538 | $655K |
| IMS Capital Management | 0.30% | No change | 6,526 | $654K |
| Retirement Planning Group, LLC | 0.02% | Reduce -0.2% | 6,526 | $654K |
| Planned Solutions, Inc. | 0.23% | Add +3.5% | 6,511 | $653K |
| PMG Wealth Management, Inc. | 0.50% | Add +62.5% | 6,500 | $651K |
| Milestone Asset Management, LLC | 0.12% | Reduce -53.7% | 6,494 | $651K |
| Hilltop Partners LLC | 0.19% | Add +3.8% | 6,491 | $651K |
| Latitude Advisors, LLC | 0.30% | Add +1.1% | 6,470 | $649K |
| Cambridge Advisors Inc. | 0.13% | No change | 6,458 | $647K |
| PAX Financial Group, LLC | 0.12% | Add +10.5% | 6,406 | $642K |
| Patten & Patten Inc. | 0.04% | Reduce -3.2% | 6,367 | $638K |
| Sonora Investment Management Group, LLC | 0.04% | Reduce -0.2% | 6,281 | $630K |
| Cary Street Partners Investment Advisory LLC | 0.26% | Add +30.6% | 6,267 | $628K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -1.1% | 6,258 | $627K |
| Rialto Wealth Management, LLC | 0.16% | Reduce -71.6% | 6,248 | $626K |
| Woodside Wealth Management LLC | 0.49% | Add +1.7% | 6,241 | $626K |
| Berkeley Capital Partners, LLC | 0.15% | Add +1.0% | 6,239 | $625K |
| Prairiewood Capital, LLC | 0.21% | Add +10.4% | 6,230 | $625K |
| Truefg, LLC | 0.17% | Add +4.7% | 6,227 | $624K |
| Bernardo Wealth Planning LLC | 0.12% | Add +0.6% | 6,216 | $623K |
| Olde Wealth Management, LLC | 0.19% | — | 6,225 | $623K |
| Mma Asset Management LLC | 0.21% | Reduce -2.5% | 6,210 | $623K |
| Abound Financial, LLC | 0.25% | Reduce -1.4% | 6,199 | $621K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -9.0% | 6,195 | $621K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 6,175 | $619K |
| NorthRock Partners, LLC | 0.01% | New | 6,160 | $618K |
| Crewe Advisors LLC | 0.06% | No change | 6,150 | $617K |
| Elevatus Welath Management | 0.18% | Add +71.3% | 6,140 | $615K |
| Uptown Financial Advisors LLC | 0.54% | Reduce -0.7% | 6,127 | $614K |
| Planwiser Financial, LLC | 0.49% | Reduce -28.5% | 6,104 | $611K |
| Voisard Asset Management Group, Inc. | 0.14% | Reduce -63.3% | 6,031 | $605K |
| Oak Wealth Advisors LLC | 0.35% | Add +0.2% | 6,027 | $604K |
| Northwest Capital Management Inc | 0.63% | Reduce -80.2% | 6,019 | $603K |
| Roberts Financial Services LLC | 0.19% | No change | 6,014 | $603K |
| Beta Wealth Group, Inc. | 0.24% | New | 5,986 | $600K |
| Trek Financial, LLC | 0.04% | Add +20.0% | 5,877 | $589K |
| Whitegate Investment Counselors, Inc. | 0.19% | Reduce -26.4% | 5,848 | $586K |
| Winthrop Advisory Group LLC | 0.05% | Reduce -4.1% | 5,829 | $584K |
| Wealthedge Investment Advisors, LLC | 0.22% | Reduce -4.5% | 5,800 | $582K |
| Calton & Associates, Inc. | 0.09% | Reduce -14.3% | 5,796 | $581K |
| Associated Banc-Corp | 0.02% | Add +113.5% | 5,780 | $579K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -7.6% | 5,735 | $575K |
| Moloney Securities Asset Management, LLC | 0.07% | Add +5.1% | 5,733 | $575K |
| BKM Wealth Management, LLC | 0.21% | Add +8.8% | 5,708 | $572K |
| Sterling Group Wealth Management, LLC | 0.28% | No change | 5,700 | $571K |
| Arlington Financial Advisors, LLC | 0.08% | New | 5,698 | $571K |
| Asset Allocation & Management Company, LLC | 0.24% | No change | 5,692 | $571K |
| Partners in Financial Planning | 0.10% | Add +0.3% | 5,687 | $570K |
| Courier Capital LLC | 0.03% | Reduce -11.0% | 5,674 | $569K |
| Garden State Investment Advisory Services LLC | 0.14% | Reduce -0.7% | 5,629 | $564K |
| Peterson Wealth Services | 0.14% | Reduce -83.1% | 960 | $564K |
| Tradewinds, LLC. | 0.14% | Reduce -83.2% | 5,597 | $561K |
| Strategies Wealth Advisors, LLC | 0.06% | Reduce -21.2% | 5,597 | $561K |
| New Century Financial Group, LLC | 0.99% | Reduce -67.9% | 5,545 | $556K |
| Leo Wealth, LLC | 0.07% | Add +9.9% | 5,532 | $555K |
| City Center Advisors, LLC | 0.54% | Add +22.9% | 5,518 | $553K |
| Seascape Capital Management | 0.16% | No change | 5,514 | $553K |
| Promus Capital, LLC | 0.35% | Reduce -0.4% | 5,468 | $548K |
| Harvest Investment Services, LLC | 0.11% | Reduce -0.8% | 5,465 | $548K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -7.2% | 5,454 | $546K |
| Ascentis Wealth Management, LLC | 0.13% | Add +0.6% | 5,442 | $546K |
| B.O.S.S. Retirement Advisors, LLC | 0.13% | Reduce -21.5% | 5,434 | $545K |
| Crescent Grove Advisors, LLC | 0.05% | Add +75.5% | 5,424 | $544K |
| FAS Wealth Partners, Inc. | 0.04% | Reduce -0.3% | 5,372 | $539K |
| Proffitt & Goodson Inc. | 0.08% | Reduce -0.1% | 5,369 | $538K |
| Cadence Bank | 0.03% | Reduce -0.5% | 5,367 | $538K |
| Strengthening Families & Communities, LLC | 0.12% | New | 5,365 | $538K |
| Country Club Bank | 0.03% | Reduce -1.3% | 5,345 | $536K |
| Summit Financial Strategies, Inc. | 0.05% | Reduce -4.4% | 5,335 | $535K |
| Balanced Rock Investment Advisors LLC | 0.39% | Reduce -2.0% | 5,314 | $533K |
| Palisade Asset Management, LLC | 0.05% | Add +7.3% | 5,313 | $533K |
| Droms Strauss Advisors Inc. /Mo/ | 0.15% | Add +10.8% | 5,241 | $525K |
| Vontobel Holding Ltd. | 0.00% | Add +8.8% | 5,230 | $524K |
| Financial Consulate, Inc. | 0.07% | No change | 5,203 | $522K |
| GFS Advisors, LLC | 0.07% | No change | 5,200 | $521K |
| Altura Wealth Advisors Inc. | 0.25% | New | 5,162 | $517K |
| Gen-Wealth Partners Inc | 0.17% | Add +1603.7% | 5,128 | $514K |
| Sprott Inc. | 0.02% | Reduce -0.9% | 5,115 | $513K |
| Tidemark, LLC | 0.15% | No change | 5,113 | $513K |
| Gradient Capital Advisors, LLC | 0.14% | Reduce -2.2% | 5,093 | $511K |
| Naviter Wealth, LLC | 0.06% | Reduce -40.7% | 5,076 | $509K |
| Capital Advisors, Ltd. LLC | 0.06% | Add +40.4% | 5,056 | $507K |
| Boreal Capital Management LLC | 0.48% | Add +4.2% | 5,020 | $503K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Add +65.8% | 5,006 | $502K |
| Vision Financial Markets LLC | 0.43% | No change | 5,000 | $501K |
| GSG Advisors LLC | 0.13% | Add +0.8% | 4,993 | $500K |
| Chapin Davis, Inc. | 0.12% | Add +2.9% | 4,988 | $500K |
| Willis Johnson & Associates, Inc. | 0.03% | Add +3.7% | 4,957 | $497K |
| Diversified Portfolios, Inc. | 0.04% | Reduce -6.6% | 4,943 | $496K |
| MCF Advisors LLC | 0.03% | Reduce -1.8% | 4,928 | $494K |
| Traynor Capital Management, Inc. | 0.03% | Reduce -3.5% | 4,923 | $494K |
| Farrow Financial, Inc. | 0.28% | Add +17.5% | 4,893 | $491K |
| Astoria Portfolio Advisors LLC. | 0.13% | Add +29.5% | 4,885 | $489K |
| Dover Advisors, LLC | 0.19% | Reduce -6.7% | 4,819 | $483K |
| Clare Market Investments LLC | 0.10% | Reduce -3.0% | 4,767 | $478K |
| Boston Research & Management Inc. | 0.11% | Add +1.0% | 4,755 | $477K |
| Continuum Advisory, LLC | 0.05% | Reduce -8.6% | 4,745 | $476K |
| Hemington Wealth Management | 0.06% | Add +0.4% | 4,739 | $475K |
| Burney Co./ | 0.02% | Add +0.3% | 4,724 | $474K |
| Dale Q Rice Investment Management Ltd | 0.33% | Reduce -2.5% | 4,728 | $473K |
| Y.D. More Investments Ltd | 0.03% | Add +6.2% | 4,695 | $470K |
| Drucker Wealth 3.0, LLC | 0.08% | Reduce -2.8% | 4,678 | $469K |
| Halbert Hargrove Global Advisors, LLC | 0.02% | No change | 4,675 | $469K |
| Sonata Capital Group Inc. | 0.17% | No change | 4,673 | $468K |
| New World Advisors LLC | 0.09% | Reduce -3.2% | 4,658 | $467K |
| Texas Yale Capital Corp. | 0.01% | Reduce -28.3% | 4,656 | $467K |
| MBL Wealth, LLC | 0.04% | Reduce -2.4% | 4,640 | $465K |
| Victory Financial Group, LLC | 0.06% | Reduce -1.8% | 4,626 | $464K |
| Romano Brothers and Company | 0.05% | Add +34.0% | 4,616 | $463K |
| TSA Wealth Managment LLC | 0.16% | Reduce -13.8% | 4,613 | $462K |
| Guerra Advisors Inc | 0.17% | Reduce -6.8% | 4,603 | $461K |
| Power Wealth Management LLC | 0.17% | Reduce -5.8% | 4,593 | $460K |
| Haverford Trust Co | 0.00% | No change | 4,591 | $460K |
| Birch Financial Group, LLC | 0.27% | Reduce -7.6% | 4,556 | $457K |
| BAM Wealth Management, LLC | 0.35% | — | 4,550 | $456K |
| Old Mission Investment Co LLC | 0.11% | Reduce -14.2% | 4,536 | $455K |
| Sonoma Allocations LLC | 0.17% | — | 4,497 | $455K |
| RW Investment Management LLC | 0.05% | Reduce -0.1% | 4,518 | $453K |
| Heritage Wealth Advisors | 0.02% | Add +1.0% | 4,515 | $453K |
| BG Investment Services, LLC | 0.45% | Reduce -72.3% | 4,512 | $452K |
| Howe & Rusling Inc. | 0.03% | Add +3.2% | 4,501 | $451K |
| Abel Hall, LLC | 0.18% | Reduce -0.5% | 4,501 | $451K |
| Inspire Trust Co, N.A. | 0.08% | No change | 4,486 | $450K |
| Gray Private Wealth, LLC | 0.23% | Add +3.1% | 4,477 | $449K |
| Capital Investment Advisory Services, LLC | 0.04% | Reduce -10.2% | 4,467 | $448K |
| Wells Financial Advisors INC | 0.59% | Reduce -34.0% | 4,418 | $443K |
| Chancellor Financial Group WB LP | 0.31% | Add +0.0% | 4,401 | $441K |
| KPP Advisory Services LLC | 0.07% | Reduce -4.6% | 4,395 | $441K |
| Quadcap Wealth Management, LLC | 0.05% | Reduce -1.0% | 4,389 | $440K |
| Wolverine Trading, LLC | 0.01% | New | 4,379 | $439K |
| Resurgent Financial Advisors LLC | 0.22% | Reduce -0.2% | 4,369 | $438K |
| Advance Capital Management, Inc. | 0.02% | Reduce -3.5% | 4,347 | $436K |
| Mosaic Family Wealth Partners, LLC | 0.05% | Add +0.8% | 4,321 | $433K |
| MidAtlantic Capital Management, Inc. | 0.29% | Add +1.0% | 4,301 | $431K |
| First Financial Bank - Trust Division | 0.04% | Reduce -38.0% | 4,277 | $429K |
| Cottage Street Advisors LLC | 0.18% | Reduce -0.4% | 4,273 | $428K |
| Axim Planning & Wealth | 0.34% | Add +48.5% | 4,257 | $427K |
| Topsail Wealth Management, LLC | 0.07% | Add +0.5% | 4,230 | $424K |
| Argent Trust Co | 0.01% | Add +26.5% | 4,225 | $424K |
| My Personal CFO, LLC | 0.16% | New | 4,222 | $423K |
| Foundation Wealth Management, LLC\PA | 0.16% | Add +26.8% | 4,222 | $423K |
| Joel Isaacson & Co., LLC | 0.02% | Add +9.8% | 4,209 | $422K |
| Traveka Wealth, LLC | 0.19% | New | 4,208 | $422K |
| Atlanta Consulting Group Advisors, LLC | 0.10% | Add +0.4% | 4,207 | $422K |
| Life Line Wealth Management LLC | 0.13% | Add +1.0% | 4,202 | $421K |
| Wood Tarver Financial Group, LLC | 0.12% | Reduce -3.9% | 4,193 | $420K |
| Hanson & Doremus Investment Management | 0.05% | No change | 4,156 | $417K |
| Defined Wealth Management, LLC | 0.24% | Add +7.4% | 4,140 | $415K |
| Johnson Bixby & Associates, LLC | 0.05% | New | 4,138 | $415K |
| Kestra Investment Management, LLC | 0.01% | New | 4,136 | $415K |
| 25 LLC | 0.14% | No change | 4,121 | $413K |
| Luminist Capital LLC | 0.36% | New | 4,120 | $413K |
| Insight Wealth Partners, LLC | 0.18% | Reduce -2.3% | 4,120 | $413K |
| Bogart Wealth, LLC | 0.02% | No change | 4,117 | $413K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -27.2% | 4,114 | $412K |
| Members Wealth LLC | 0.26% | — | 4,112 | $412K |
| Syverson Strege & Co | 0.10% | Add +0.3% | 4,094 | $410K |
| WealthCollab, LLC | 0.19% | No change | 4,082 | $409K |
| Twin Peaks Wealth Advisors, LLC | 0.14% | Add +2.1% | 4,079 | $409K |
| Manuka Financial, LLC | 0.25% | Reduce -16.4% | 4,078 | $409K |
| EdgeRock Capital LLC | 0.11% | New | 4,078 | $409K |
| Legacy Wealth Managment, LLC | 0.18% | Reduce -9.9% | 4,045 | $406K |
| Harpswell Capital Advisors, LLC | 0.38% | — | 4,010 | $402K |
| New Capital Management LP | 0.11% | Reduce -80.3% | 4,002 | $401K |
| Gouws Capital LLC | 0.22% | Add +90.5% | 4,000 | $401K |
| Frank, Rimerman Advisors LLC | 0.03% | No change | 3,996 | $401K |
| German American Bancorp, Inc. | 0.04% | No change | 3,981 | $399K |
| Carter Financial Group, INC. | 0.24% | Reduce -3.4% | 3,972 | $398K |
| Trust Co of the South | 0.07% | No change | 3,958 | $397K |
| Clearstead Trust, LLC | 0.07% | No change | 3,950 | $396K |
| Ssa Swiss Advisors AG | 0.18% | Add +3.5% | 3,924 | $393K |
| Glen Eagle Advisors, LLC | 0.05% | Add +34.1% | 3,920 | $393K |
| CWA Asset Management Group, LLC | 0.01% | Reduce -34.5% | 3,917 | $393K |
| Anchor Capital Advisors LLC | 0.01% | Reduce -5.2% | 3,905 | $391K |
| Claro Advisors Inc. | 0.06% | Add +7.7% | 3,902 | $391K |
| 4WEALTH Advisors, Inc. | 0.36% | Reduce -2.6% | 3,899 | $391K |
| Peregrine Asset Advisers, Inc. | 0.12% | Reduce -0.3% | 3,843 | $385K |
| Knuff & Co LLC | 0.11% | New | 3,805 | $381K |
| RHS Financial, LLC | 0.20% | Add +43.7% | 3,763 | $377K |
| Legacy Capital Wealth Partners, LLC | 0.08% | Add +0.6% | 3,751 | $376K |
| Wealthfront Advisers LLC | 0.00% | New | 3,747 | $376K |
| MPWM Advisory Solutions, LLC | 0.22% | Add +13.9% | 3,741 | $375K |
| Barnes Dennig Private Wealth Management LLC | 0.40% | Add +113.1% | 3,736 | $375K |
| Financial Sense Advisors, Inc. | 0.08% | Reduce -1.1% | 3,731 | $374K |
| Petix & Botte Co | 0.09% | Add +0.1% | 3,726 | $373K |
| Ssi Investment Management LLC | 0.14% | No change | 3,720 | $373K |
| Creative Capital Management Investments LLC | 0.12% | No change | 3,716 | $373K |
| LM Advisors LLC | 0.05% | Add +13.2% | 3,706 | $372K |
| Williams Jones Wealth Management, LLC. | 0.00% | Reduce -28.5% | 3,700 | $371K |
| Cypress Wealth Services, LLC | 0.06% | Add +4.8% | 3,694 | $370K |
| Coastal Bridge Advisors, LLC | 0.03% | Add +0.7% | 3,682 | $369K |
| Clear Investment Research, LLC | 0.49% | Add +0.0% | 3,679 | $369K |
| Plum Street Advisors, LLC | 0.14% | Add +2.2% | 3,679 | $369K |
| Montag A & Associates Inc. | 0.02% | No change | 3,679 | $369K |
| Strategic Investment Solutions, Inc. | 0.10% | No change | 3,674 | $368K |
| Sachetta, LLC | 0.14% | No change | 3,671 | $368K |
| W Advisors, LLC | 0.19% | No change | 3,669 | $368K |
| Disciplined Investments, LLC | 0.15% | Reduce -16.6% | 3,668 | $368K |
| North Star Investment Management Corp. | 0.02% | Add +0.6% | 3,661 | $367K |
| Sentinel Pension Advisors, LLC | 0.06% | Add +0.4% | 3,642 | $365K |
| Northstar Group, Inc. | 0.06% | No change | 3,630 | $364K |
| Brickley Wealth Management | 0.06% | Add +3.4% | 3,629 | $364K |
| SIH Partners, LLLP | 0.03% | New | 3,620 | $363K |
| Waters Parkerson & Co., LLC | 0.02% | Add +24.4% | 3,620 | $363K |
| Howard Bailey Securities, LLC | 0.10% | Add +32.3% | 3,613 | $362K |
| Philip James Wealth Mangement, LLC | 0.04% | No change | 3,603 | $361K |
| WealthBridge Capital Management, LLC | 0.08% | New | 3,590 | $360K |
| Verus Capital Partners, LLC | 0.03% | Add +5.8% | 3,579 | $359K |
| MGB Wealth Management, LLC | 0.10% | No change | 3,579 | $359K |
| Apeiron RIA LLC | 0.08% | Reduce -9.0% | 3,561 | $358K |
| Strategent Financial, LLC | 0.26% | No change | 3,558 | $357K |
| WP Advisors, LLC | 0.09% | Add +1.0% | 3,551 | $356K |
| Prelude Capital Management, LLC | 0.03% | New | 3,550 | $356K |
| Meadow Creek Wealth Advisors LLC | 0.24% | Reduce -2.5% | 3,515 | $355K |
| Pine Ridge Advisers LLC | 0.02% | No change | 3,543 | $355K |
| Note Advisors, LLC | 0.21% | Add +3.8% | 3,518 | $353K |
| O'Brien Wealth Partners LLC | 0.05% | Add +44.7% | 3,501 | $351K |
| Rockingstone Advisors LLC | 0.17% | Reduce -12.5% | 3,500 | $351K |
| Segment Wealth Management, LLC | 0.02% | Add +1.8% | 3,487 | $350K |
| Ameriflex Group, Inc. | 0.13% | Add +40.8% | 3,482 | $349K |
| Everhart Financial Group, Inc. | 0.04% | Reduce -0.2% | 3,479 | $349K |
| SOA Wealth Advisors, LLC. | 0.06% | Add +2.3% | 3,479 | $349K |
| Weaver Consulting Group | 0.09% | Add +8.2% | 3,478 | $349K |
| GR Financial Group, LLC | 0.08% | Add +1.0% | 3,475 | $348K |
| Jefferies Financial Group Inc. | 0.00% | Add +0.0% | 3,472 | $348K |
| Lewis Asset Management, LLC | 0.14% | Reduce -1.4% | 3,463 | $347K |
| Novem Group | 0.04% | Add +45.8% | 3,451 | $346K |
| Edmond DE Rothschild Holding S.A. | 0.01% | No change | 3,449 | $346K |
| Cedar Point Capital Partners, LLC | 0.23% | Add +4.1% | 3,444 | $345K |
| Westmount Partners, LLC | 0.09% | Add +2.3% | 3,440 | $345K |
| Aurdan Capital Management, LLC | 0.11% | New | 3,437 | $345K |
| Westshore Wealth, LLC | 0.12% | Add +0.0% | 3,389 | $340K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -7.3% | 3,387 | $340K |
| West Branch Capital LLC | 0.09% | Add +4.2% | 3,378 | $339K |
| Willow Creek Wealth Management Inc. | 0.03% | No change | 3,378 | $339K |
| Norden Group LLC | 0.03% | Reduce -57.6% | 3,364 | $337K |
| Financial Management Professionals, Inc. | 0.04% | Reduce -0.0% | 3,356 | $336K |
| Key Financial Inc | 0.06% | Add +82.6% | 3,355 | $336K |
| Semus Wealth Partners LLC | 0.19% | Reduce -6.6% | 3,343 | $335K |
| WealthCare Investment Partners, LLC | 0.11% | New | 3,334 | $334K |
| Strategic Investment Advisors / MI | 0.03% | Add +1453.1% | 45,243 | $333K |
| Virtue Capital Management, LLC | 0.05% | Reduce -25.7% | 6,992 | $332K |
| Florida Financial Advisors, LLC | 0.10% | Reduce -61.5% | 3,313 | $332K |
| Rise Advisors, LLC | 0.12% | Add +4.3% | 3,284 | $329K |
| Hardin Capital Partners, LLC | 0.18% | Reduce -1.8% | 3,281 | $329K |
| Tempus Wealth Planning, LLC | 0.08% | Reduce -6.8% | 3,275 | $328K |
| Dogwood Wealth Management LLC | 0.15% | Add +1612.0% | 3,270 | $328K |
| Middleton & Co. Inc. | 0.04% | No change | 3,250 | $326K |
| Bravias Capital Group, LLC | 0.22% | Reduce -13.3% | 3,248 | $326K |
| Krilogy Financial LLC | 0.01% | New | 3,250 | $325K |
| POM Investment Strategies, LLC | 0.18% | New | 3,231 | $324K |
| Riverbend Wealth Management, LLC | 0.22% | No change | 3,197 | $320K |
| Parkshore Wealth Management, Inc. | 0.13% | Add +0.1% | 3,196 | $320K |
| First Heartland Consultants, Inc. | 0.03% | Add +55.6% | 3,164 | $317K |
| Icon Wealth Advisors, LLC | 0.02% | Add +23.2% | 3,155 | $316K |
| Farmers National Bank | 0.07% | Reduce -6.5% | 3,141 | $315K |
| Stelac Advisory Services LLC | 0.11% | No change | 3,136 | $314K |
| IFG Advisors, LLC | 0.05% | New | 3,131 | $314K |
| Cutler Investment Counsel LLC | 0.03% | No change | 3,127 | $313K |
| Basepoint Wealth LLC | 0.22% | Add +0.9% | 3,120 | $313K |
| Schneider Downs Wealth Management Advisors, LP | 0.04% | Add +1.1% | 3,111 | $312K |
| Stonehearth Capital Management, LLC | 0.12% | New | 3,085 | $309K |
| Stephenson & Company, Inc. | 0.18% | No change | 3,072 | $308K |
| Rosenberg Matthew Hamilton | 0.07% | Reduce -20.1% | 3,069 | $308K |
| Silverlake Wealth Management LLC | 0.08% | Reduce -5.1% | 3,061 | $307K |
| Wetzel Investment Advisors, Inc. | 0.13% | Reduce -5.3% | 3,058 | $307K |
| Magnus Financial Group LLC | 0.02% | Reduce -1.1% | 3,050 | $306K |
| Lee Danner & Bass Inc. | 0.02% | No change | 3,042 | $305K |
| FSM Wealth Advisors, LLC | 0.04% | Add +7.4% | 3,032 | $304K |
| Absolute Capital Management, LLC | 0.13% | Reduce -1.5% | 3,023 | $303K |
| Performance Wealth Partners, LLC | 0.01% | Reduce -3.8% | 3,014 | $302K |
| Obermeyer Wealth Partners | 0.01% | New | 3,003 | $301K |
| MB Generational Wealth, LLC | 0.19% | — | 3,001 | $301K |
| Gables Capital Management Inc. | 0.13% | No change | 3,000 | $301K |
| Centaurus Financial, Inc. | 0.01% | Reduce -1.1% | 2,992 | $300K |
| Tenret Co LLC | 0.16% | No change | 2,990 | $300K |
| Transcendent Capital Group LLC | 0.13% | Reduce -19.3% | 2,967 | $297K |
| Elite Financial, Inc. | 0.14% | New | 2,967 | $297K |
| Sykon Capital LLC | 0.10% | Add +17.4% | 2,945 | $295K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -87.7% | 2,941 | $295K |
| Ergawealth Advisors, Inc. | 0.14% | New | 2,940 | $295K |
| Clearview Wealth Advisors LLC | 0.19% | Add +9.5% | 2,931 | $294K |
| Wincap Financial LLC | 0.20% | Reduce -6.0% | 2,928 | $294K |
| Holistic Financial Partners | 0.12% | No change | 2,902 | $291K |
| Everett Harris & Co. | 0.00% | No change | 2,892 | $290K |
| RiverFront Investment Group, LLC | 0.01% | Reduce -24.8% | 2,888 | $290K |
| Stordahl Capital Management, Inc. | 0.06% | Reduce -1.0% | 2,876 | $288K |
| Endowment Wealth Management, Inc. | 0.13% | Add +0.3% | 2,876 | $288K |
| WNY Asset Management, LLC | 0.03% | Reduce -37.3% | 2,873 | $288K |
| Independence Bank of Kentucky | 0.04% | No change | 2,870 | $288K |
| Richardson Capital Management LLC | 0.14% | New | 2,863 | $287K |
| Sandbox Financial Partners, LLC | 0.08% | Add +0.5% | 2,847 | $285K |
| Curat Global, LLC | 0.27% | Add +111.4% | 2,846 | $285K |
| Anchor Investment Management, LLC | 0.02% | Add +3.1% | 2,836 | $284K |
| Potentia Wealth | 0.11% | Add +30.1% | 2,829 | $284K |
| Affinity Capital Advisors, LLC | 0.04% | Reduce -7.6% | 2,816 | $282K |
| Courage Miller Partners, LLC | 0.08% | Add +0.0% | 2,806 | $281K |
| United Bank | 0.10% | Add +0.4% | 2,801 | $281K |
| Stonebridge Capital Advisors LLC | 0.02% | No change | 2,800 | $281K |
| Old Port Advisors | 0.07% | Add +5.8% | 2,798 | $281K |
| Benin Management CORP | 0.07% | No change | 2,792 | $280K |
| White Lighthouse Investment Management Inc. | 0.04% | Add +11.6% | 2,789 | $280K |
| Signaturefd, LLC | 0.00% | Reduce -3.7% | 2,782 | $279K |
| Almanack Investment Partners, LLC. | 0.04% | Add +14.1% | 2,777 | $278K |
| Concorde Asset Management, LLC | 0.12% | — | 2,769 | $278K |
| Pension & Wealth Management Advisors, Inc. | 0.09% | Reduce -2.1% | 2,761 | $277K |
| Karpus Management, Inc. | 0.01% | New | 2,760 | $277K |
| Traub Capital Management LLC | 0.27% | No change | 2,755 | $276K |
| Duncker Streett & Co. Inc. | 0.05% | Add +52.5% | 2,735 | $274K |
| Wolff Wiese Magana LLC | 0.16% | Add +2.7% | 2,734 | $274K |
| SWP Financial LLC | 0.14% | Reduce -8.6% | 2,733 | $274K |
| Fragasso Financial Advisors Inc | 0.02% | Add +0.5% | 2,704 | $271K |
| Debussy Capital Management LP | 0.04% | Reduce -9.4% | 2,696 | $270K |
| Independent Family Office, LLC | 0.11% | Reduce -11.5% | 2,682 | $269K |
| Pines Wealth Management, LLC | 0.09% | Add +0.3% | 2,674 | $268K |
| Northstar Financial Companies, Inc. | 0.25% | Add +0.1% | 2,660 | $267K |
| Thomasville National Bank | 0.02% | No change | 2,655 | $266K |
| Lyell Wealth Management, LP | 0.02% | Reduce -7.0% | 2,635 | $264K |
| Cadinha & Co. LLC | 0.04% | Add +0.1% | 2,633 | $264K |
| Wellington Shields Capital Management, LLC | 0.04% | New | 2,631 | $264K |
| BNC Wealth Management, LLC | 0.07% | Reduce -5.2% | 2,626 | $263K |
| Brown Wealth Management, LLC | 0.07% | Reduce -43.4% | 2,617 | $262K |
| Atticus Wealth Management, LLC | 0.07% | Reduce -8.4% | 2,615 | $262K |
| Moment Partners, LLC | 0.05% | Add +2.8% | 2,615 | $262K |
| Moors & Cabot, Inc. | 0.01% | New | 2,600 | $261K |
| Allianz Asset Management GmbH | 0.00% | No change | 2,600 | $261K |
| Braun-Bostich & Associates Inc. | 0.16% | Reduce -2.5% | 2,590 | $260K |
| Owen LaRue, LLC | 0.10% | Add +3.2% | 2,582 | $259K |
| Garrett Wealth Advisory Group, LLC | 0.05% | No change | 2,581 | $259K |
| Noesis Capital Mangement Corp. | 0.04% | Reduce -7.3% | 2,580 | $259K |
| Keebeck Wealth Management | 0.03% | No change | 2,574 | $258K |
| Fidelity D & D Bancorp Inc. | 0.14% | Reduce -1.1% | 2,571 | $258K |
| Chilton Capital Management LLC | 0.01% | No change | 2,570 | $258K |
| Ballew Advisors, Inc | 0.14% | Add +1.2% | 2,536 | $256K |
| Vanguard Group Inc. | 0.00% | New | 2,542 | $255K |
| Motco | 0.02% | Add +268.3% | 2,534 | $254K |
| Uniting Wealth Partners, LLC | 0.06% | New | 2,523 | $253K |
| Townsquare Capital LLC | 0.04% | Add +17.1% | 2,521 | $253K |
| Linden Thomas Advisory Services, LLC | 0.03% | New | 2,516 | $252K |
| Annex Advisory Services, LLC | 0.01% | Reduce -28.6% | 2,516 | $252K |
| ARS Wealth Advisors Group, LLC | 0.02% | Add +1.3% | 2,513 | $252K |
| Lanham O'Dell & Company, Inc. | 0.08% | No change | 2,500 | $251K |
| Bank Ozk | 0.09% | Add +9.7% | 2,497 | $250K |
| Radnor Capital Management, LLC | 0.04% | Reduce -16.7% | 2,489 | $250K |
| McIlrath & Eck, LLC | 0.03% | Add +0.1% | 2,483 | $249K |
| Cape Investment Advisory, Inc. | 0.24% | Add +27.4% | 2,456 | $246K |
| Zullo Investment Group, Inc. | 0.09% | No change | 2,455 | $246K |
| American Financial Advisors, LLC | 0.03% | Reduce -23.7% | 2,452 | $246K |
| Kickstand Ventures, Llc. | 0.05% | Reduce -1.3% | 2,448 | $245K |
| Certified Advisory Corp | 0.02% | Reduce -8.2% | 2,448 | $245K |
| Moneco Advisors, LLC | 0.02% | Add +5.1% | 2,443 | $245K |
| Raab & Moskowitz Asset Management LLC | 0.05% | No change | 2,441 | $245K |
| Rothschild Investment LLC | 0.01% | Add +4.4% | 2,441 | $245K |
| WealthTrust Axiom LLC | 0.07% | No change | 2,423 | $243K |
| Morris Financial Concepts, Inc. | 0.09% | Add +0.3% | 2,411 | $242K |
| Impact Partnership Wealth, LLC | 0.04% | Reduce -21.7% | 2,410 | $242K |
| Creative Financial Designs Inc. | 0.02% | Reduce -69.5% | 2,407 | $241K |
| Missouri Trust & Investment Co | 0.07% | Add +8.0% | 2,395 | $240K |
| LaSalle St. Investment Advisors, LLC | 0.04% | Add +10.9% | 2,384 | $239K |
| Maltin Wealth Management, Inc. | 0.10% | Add +15.7% | 2,380 | $239K |
| Wealthgarden F.S. LLC | 0.17% | Reduce -11.6% | 2,358 | $238K |
| Daner Wealth Management, LLC | 0.15% | No change | 2,350 | $237K |
| Cooper Financial Group | 0.03% | Add +6.5% | 2,367 | $237K |
| Palacios Wealth Management, LLC | 0.15% | No change | 2,339 | $234K |
| Fortis Group Advisors, LLC | 0.04% | Add +5082.2% | 2,332 | $234K |
| Etesian Wealth Advisors, Inc. | 0.08% | Reduce -21.0% | 2,335 | $234K |
| Fiduciary Alliance LLC | 0.02% | Add +0.0% | 2,335 | $234K |
| Financial Advisors Network, Inc. | 0.03% | Reduce -1.6% | 2,328 | $233K |
| Chemistry Wealth Management LLC | 0.04% | New | 2,326 | $233K |
| Brandywine Oak Private Wealth LLC | 0.02% | No change | 2,322 | $233K |
| Silver Oak Advisory Group, Inc. | 0.10% | No change | 2,319 | $232K |
| Kintra Wealth, LLC | 0.13% | Reduce -60.8% | 2,310 | $232K |
| Allied Investment Advisors, LLC | 0.04% | Add +1.8% | 2,309 | $231K |
| Hills Bank & Trust Co | 0.01% | Add +1.1% | 2,307 | $231K |
| Brown Brothers Harriman & Co. | 0.00% | New | 2,300 | $231K |
| Essex Bank | 0.05% | No change | 2,300 | $231K |
| Prudent Man Advisors, LLC | 0.09% | No change | 2,298 | $230K |
| Fourth Dimension Wealth, LLC | 0.09% | Reduce -2.0% | 2,291 | $230K |
| Essential Planning, LLC. | 0.08% | Add +0.1% | 2,287 | $229K |
| Fullcircle Wealth LLC | 0.08% | Add +0.3% | 2,280 | $228K |
| Spreng Capital Management, Inc. | 0.09% | Reduce -9.9% | 2,265 | $227K |
| Founders Financial Alliance, LLC | 0.04% | Add +226.4% | 2,262 | $227K |
| Kings Path Partners LLC | 0.08% | Add +6.7% | 2,262 | $227K |
| Banque Pictet & Cie SA | 0.00% | No change | 2,261 | $227K |
| New Insight Wealth Advisors | 0.08% | Reduce -16.6% | 2,240 | $225K |
| SilverOak Wealth Management LLC | 0.04% | Add +3.1% | 2,237 | $224K |
| Vertex Planning Partners, LLC | 0.04% | New | 2,227 | $223K |
| Redhawk Wealth Advisors, Inc. | 0.03% | Add +0.3% | 2,221 | $223K |
| Pursue Wealth Partners LLC | 0.12% | No change | 2,220 | $223K |
| Beacon Capital Management, LLC | 0.03% | No change | 2,215 | $222K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Reduce -1.0% | 2,210 | $222K |
| 3EDGE Asset Management, LP | 0.01% | No change | 2,213 | $222K |
| Brady Martz Wealth Solutions, LLC | 0.04% | New | 2,206 | $221K |
| Hengehold Capital Management LLC | 0.02% | Reduce -8.5% | 2,199 | $220K |
| Promethium Advisors,llc | 0.13% | Reduce -17.7% | 2,190 | $220K |
| Precision Wealth Strategies, LLC | 0.07% | Reduce -9.9% | 2,181 | $219K |
| Planning Alternatives Ltd. | 0.03% | New | 2,177 | $218K |
| Cornerstone Advisory, LLC | 0.02% | Reduce -20.1% | 2,173 | $218K |
| Destiny Wealth Partners, LLC | 0.03% | No change | 2,161 | $217K |
| Northwest Financial Advisors | 0.28% | Reduce -37.0% | 2,149 | $215K |
| Life Planning Partners, Inc | 0.16% | Add +0.5% | 2,135 | $214K |
| Triumph Capital Management | 0.06% | Reduce -74.4% | 2,134 | $214K |
| Cahill Financial Advisors Inc. | 0.02% | New | 2,131 | $214K |
| Bright Futures Wealth Management, LLC. | 0.17% | — | 2,128 | $213K |
| Invst, LLC | 0.02% | Reduce -20.3% | 2,124 | $213K |
| Obsidian Personal Planning Solutions LLC | 0.07% | New | 2,114 | $213K |
| Penobscot Investment Management Company, Inc. | 0.02% | New | 2,115 | $212K |
| Cambridge Financial Group, LLC | 0.07% | New | 2,110 | $212K |
| Bensler, LLC | 0.02% | New | 2,108 | $211K |
| Falcon Wealth Planning | 0.02% | Add +1.6% | 2,104 | $211K |
| WFA of San Diego, LLC | 0.14% | No change | 2,100 | $211K |
| Boltwood Capital Management | 0.06% | No change | 2,100 | $211K |
| Capital Investment Counsel, Inc | 0.03% | Add +50.0% | 2,100 | $211K |
| Essex Financial Services, Inc. | 0.01% | Reduce -27.7% | 2,099 | $210K |
| Essex LLC | 0.04% | New | 2,097 | $210K |
| McHugh Group, LLC | 0.13% | No change | 2,089 | $209K |
| Financial Management Network Inc. | 0.03% | New | 2,091 | $209K |
| Trust Co. of Toledo NA | 0.02% | No change | 2,076 | $208K |
| Primoris Wealth Advisors, LLC | 0.13% | Add +0.1% | 2,070 | $208K |
| Towneley Capital Management, Inc / DE | 0.04% | Reduce -27.2% | 2,066 | $207K |
| Pine Haven Investment Counsel, Inc | 0.15% | No change | 2,065 | $207K |
| Laffer Tengler Investments, Inc. | 0.04% | New | 2,061 | $207K |
| Partners Wealth Management, LLC | 0.20% | Add +0.5% | 2,058 | $206K |
| Able Wealth Management LLC | 0.08% | New | 2,047 | $205K |
| Convergence Financial, LLC | 0.03% | New | 2,043 | $205K |
| Wealth Architects, LLC | 0.02% | New | 2,042 | $205K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.04% | Reduce -12.6% | 2,028 | $203K |
| Tyche Wealth Partners LLC | 0.04% | New | 2,026 | $203K |
| Woodmont Investment Counsel LLC | 0.01% | No change | 2,026 | $203K |
| Delta Asset Management LLC | 0.02% | No change | 2,025 | $203K |
| Trueblood Wealth Management, LLC | 0.08% | New | 2,022 | $203K |
| Glass Jacobson Investment Advisors llc | 0.07% | Add +55.4% | 2,020 | $203K |
| Boston Trust Walden Corp | 0.00% | New | 2,019 | $202K |
| SkyView Investment Advisors, LLC | 0.03% | New | 2,012 | $202K |
| FWL Investment Management, LLC | 0.05% | No change | 2,012 | $202K |
| Appleton Partners Inc. | 0.01% | Reduce -12.9% | 2,005 | $201K |
| Prudential PLC | 0.00% | Reduce -90.4% | 2,000 | $201K |
| Principia Wealth Advisory, LLC | 0.14% | Add +1053.8% | 1,996 | $200K |
| Midwest Capital Advisors, LLC | 0.10% | Add +0.3% | 1,995 | $200K |
| Trust Co. of Vermont | 0.01% | Add +39.6% | 1,913 | $192K |
| Salomon & Ludwin, LLC | 0.02% | Add +3032.8% | 1,911 | $191K |
| Kathleen S. Wright Associates Inc. | 0.07% | Add +1.6% | 1,881 | $189K |
| Richards, Merrill & Peterson, Inc. | 0.08% | No change | 1,842 | $185K |
| CNB Bank | 0.08% | No change | 1,797 | $180K |
| Rice Partnership, LLC | 0.03% | New | 1,769 | $177K |
| Matrix Private Capital Group LLC | 0.09% | No change | 1,723 | $173K |
| Cornerstone Planning Group LLC | 0.03% | Add +194.0% | 1,714 | $172K |
| Eastern Bank | 0.00% | Reduce -44.5% | 1,691 | $170K |
| Cardiff Park Advisors, LLC | 0.01% | Add +0.8% | 1,670 | $167K |
| Bank of New Hampshire | 0.04% | No change | 1,655 | $166K |
| Friedenthal Financial | 0.09% | Add +8.0% | 1,651 | $166K |
| Operose Advisors LLC | 0.04% | New | 1,648 | $165K |
| Vermillion & White Wealth Management Group, LLC | 0.09% | Add +1.0% | 1,640 | $164K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | Add +3.5% | 1,625 | $163K |
| Beaird Harris Wealth Management, LLC | 0.01% | Add +3.0% | 1,624 | $163K |
| Global Trust Asset Management, LLC | 0.07% | Reduce -10.3% | 1,612 | $162K |
| Angeles Wealth Management, LLC | 0.01% | Add +17477.8% | 1,582 | $159K |
| St Germain D J Co. Inc. | 0.01% | No change | 1,573 | $158K |
| HHM Wealth Advisors, LLC | 0.02% | Reduce -0.2% | 1,550 | $155K |
| Centerpoint Advisors, LLC | 0.05% | Reduce -1.0% | 1,535 | $154K |
| Joseph Group Capital Management | 0.04% | Reduce -33.2% | 1,519 | $152K |
| Rossmore Private Capital | 0.02% | New | 1,510 | $151K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.04% | Reduce -38.9% | 1,495 | $150K |
| Flagship Wealth Advisors, LLC | 0.05% | No change | 1,496 | $150K |
| Bangor Savings Bank | 0.01% | No change | 1,493 | $150K |
| Crews Bank & Trust | 0.02% | Reduce -0.8% | 1,463 | $147K |
| First Financial Corp. | 0.06% | No change | 1,436 | $144K |
| Caldwell Sutter Capital, Inc. | 0.06% | Add +0.3% | 1,429 | $143K |
| Indiana Trust & Investment Management Co | 0.04% | Reduce -24.7% | 1,372 | $138K |
| Darwin Wealth Management, LLC | 0.04% | Add +22.8% | 1,308 | $131K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | No change | 1,290 | $129K |
| Valley Wealth Managers, Inc. | 0.01% | Reduce -18.2% | 1,275 | $128K |
| Tucker Asset Management LLC | 0.04% | Reduce -74.5% | 1,268 | $127K |
| Kozak & Associates, Inc. | 0.02% | New | 1,251 | $125K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,219 | $122K |
| N.E.W. Advisory Services LLC | 0.01% | No change | 1,180 | $118K |
| Stephens Consulting, LLC | 0.04% | Reduce -88.8% | 1,177 | $118K |
| New Millennium Group LLC | 0.05% | Reduce -3.8% | 1,159 | $116K |
| Alerus Financial NA | 0.01% | Reduce -99.8% | 1,143 | $115K |
| Banque Cantonale Vaudoise | 0.00% | No change | 1,100 | $110K |
| Smallwood Wealth Investment Management, LLC | 0.05% | Add +0.1% | 1,039 | $104K |
| Cranbrook Wealth Management, LLC | 0.02% | Reduce -25.7% | 1,036 | $104K |
| Orion Capital Management LLC | 0.04% | New | 1,033 | $104K |
| Breakwater Investment Management | 0.04% | No change | 1,033 | $104K |
| Hazlett, Burt & Watson, Inc. | 0.04% | Add +190.9% | 1,027 | $103K |
| Biltmore Family Office, LLC | 0.01% | Reduce -1.0% | 1,023 | $103K |
| Mechanics Financial Corp | 0.04% | No change | 1,000 | $100K |
| Pflug Koory, LLC | 0.05% | Add +15.1% | 981 | $98K |
| Compass Financial Services Inc | 0.04% | Add +40.5% | 920 | $92K |
| Oxford Financial Group, LTD. LLC | 0.01% | Reduce -28.2% | 907 | $91K |
| Granite FO LLC | 0.05% | No change | 903 | $91K |
| Highline Wealth Partners LLC | 0.02% | New | 897 | $90K |
| Toth Financial Advisory Corp. | 0.01% | Add +164.0% | 887 | $89K |
| Winch Advisory Services, LLC | 0.02% | No change | 864 | $87K |
| Archer Investment Corp | 0.02% | Reduce -10.4% | 840 | $84K |
| Root Financial Partners, LLC | 0.01% | New | 836 | $84K |
| Atlantic Edge Private Wealth Management, LLC | 0.02% | No change | 820 | $82K |
| American Capital Advisory, LLC | 0.04% | New | 811 | $81K |
| Tradewinds Capital Management, LLC | 0.02% | No change | 805 | $81K |
| LGT Financial Advisors LLC | 0.17% | Add +944.2% | 804 | $81K |
| Medallion Wealth Advisors, LLC | 0.03% | No change | 765 | $77K |
| Harbor Investment Advisory, LLC | 0.01% | Add +33.7% | 758 | $76K |
| Vestor Capital, LLC | 0.00% | New | 737 | $74K |
| American Wealth Advisors, LLC | 0.07% | — | 727 | $73K |
| ESL Trust Services, LLC | 0.01% | No change | 720 | $72K |
| Comprehensive Financial Planning, Inc. | 0.05% | Reduce -27.5% | 719 | $72K |
| Koesten, Hirschmann & Crabtree, INC. | 0.03% | Add +2.1% | 669 | $67K |
| JNBA Financial Advisors | 0.01% | Reduce -16.3% | 666 | $67K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -84.2% | 655 | $66K |
| Brown, Lisle/Cummings, Inc. | 0.02% | Reduce -7.1% | 650 | $65K |
| Activest Wealth Management | 0.01% | Add +0.7% | 621 | $62K |
| IMA Advisory Services, Inc. | 0.01% | No change | 604 | $61K |
| Caitlin John, LLC | 0.04% | New | 540 | $54K |
| Navigoe, LLC | 0.03% | No change | 542 | $54K |
| GAMMA Investing LLC | 0.00% | Add +509.3% | 524 | $53K |
| Steph & Co. | 0.02% | No change | 516 | $52K |
| Morling Financial Advisors, LLC | 0.02% | New | 491 | $49K |
| Barclays PLC | 0.00% | Reduce -94.3% | 450 | $45K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Add +0.2% | 415 | $42K |
| Pacifica Partners Inc. | 0.01% | Reduce -43.0% | 411 | $41K |
| one8zero8, LLC | 0.01% | Add +4000.0% | 410 | $41K |
| Evolution Wealth Management Inc. | 0.04% | New | 401 | $40K |
| Concord Wealth Partners | 0.01% | Reduce -65.3% | 374 | $38K |
| Covestor Ltd | 0.02% | Add +3.7% | 366 | $37K |
| City Holding Co. | 0.00% | Reduce -18.2% | 337 | $34K |
| Chesapeake Asset Management LLC | 0.03% | No change | 334 | $33K |
| Copia Wealth Management | 0.02% | No change | 331 | $33K |
| Roble, Belko & Company, Inc | 0.00% | No change | 334 | $33K |
| Consultiva Wealth Management, Corp. | 0.09% | No change | 317 | $32K |
| JCIC Asset Management Inc. | 0.01% | — | 315 | $32K |
| North Ridge Wealth Advisors, Inc. | 0.02% | Add +9.0% | 314 | $31K |
| Collier Financial | 0.02% | — | 313 | $31K |
| Bear Mountain Capital, Inc. | 0.01% | Reduce -1.9% | 309 | $31K |
| Elevate Wealth Advisory, Inc. | 0.02% | No change | 311 | $31K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.06% | Reduce -58.1% | 307 | $31K |
| Punch & Associates Investment Management, Inc. | 0.00% | No change | 300 | $30K |
| Main Street Group, LTD | 0.01% | No change | 294 | $29K |
| Wiser Advisor Group LLC | 0.04% | New | 287 | $29K |
| Angeles Investment Advisors, LLC | 0.00% | No change | 259 | $26K |
| Bradley & Co. Private Wealth Management, LLC | 0.01% | No change | 254 | $25K |
| Asset Dedication, LLC | 0.00% | Reduce -19.6% | 254 | $25K |
| FSA Wealth Management LLC | 0.01% | No change | 212 | $25K |
| SRH Advisors, LLC | 0.01% | No change | 250 | $25K |
| Citizens National Bank Trust Department | 0.00% | Reduce -9.1% | 250 | $25K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +1.3% | 235 | $24K |
| AllSquare Wealth Management LLC | 0.01% | Reduce -4.3% | 225 | $23K |
| SJS Investment Consulting Inc. | 0.00% | Add +3.8% | 221 | $22K |
| Hilltop National Bank | 0.01% | No change | 220 | $22K |
| Murphy & Mullick Capital Management Corp | 0.02% | Add +0.5% | 207 | $21K |
| Paladin Advisory Group, LLC | 0.02% | Add +8.5% | 205 | $21K |
| 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 |
| Wealth Watch Advisors, INC | 0.01% | New | 198 | $20K |
| HFM Investment Advisors, LLC | 0.01% | Add +9.4% | 197 | $20K |
| Lowe Wealth Advisors, LLC | 0.01% | Add +23.3% | 196 | $20K |
| Kentucky Trust Co | 0.01% | No change | 194 | $19K |
| AlphaCore Capital LLC | 0.00% | Reduce -94.4% | 193 | $19K |
| Financial Perspectives, Inc | 0.01% | No change | 190 | $19K |
| Aventura Private Wealth, LLC | 0.01% | No change | 186 | $19K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 186 | $19K |
| LRI Investments, LLC | 0.00% | No change | 176 | $18K |
| Carolina Wealth Advisors, LLC | 0.01% | New | 172 | $17K |
| MJT & Associates Financial Advisory Group, Inc. | 0.01% | Reduce -68.4% | 166 | $17K |
| Pillar Financial Advisors, LLC | 0.01% | Add +88.5% | 164 | $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 |
| Accredited Wealth Management, LLC | 0.01% | Reduce -77.9% | 465 | $14K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 140 | $14K |
| Seneschal Advisors, LLC | 0.01% | New | 139 | $14K |
| Tanglewood Legacy Advisors, LLC | 0.01% | Add +0.8% | 134 | $13K |
| Your Advocates Ltd., LLP | 0.00% | Reduce -97.1% | 132 | $13K |
| Ironwood Wealth Management, LLC. | 0.00% | Add +1.6% | 123 | $12K |
| Global Wealth Strategies & Associates | 0.00% | Add +210.8% | 115 | $12K |
| Arvest Investments, Inc. | 0.00% | Add +3.0% | 104 | $10K |
| Imprint Wealth LLC | 0.03% | — | 100 | $10K |
| State of Wyoming | 0.00% | No change | 100 | $10K |
| Deutsche Bank AG | 0.00% | No change | 89 | $9K |
| Washington Trust Advisors, Inc. | 0.00% | Reduce -66.2% | 89 | $9K |
| Towne Trust Company, N.A | 0.00% | Reduce -9.5% | 86 | $9K |
| 2UniFi Bank | 0.00% | No change | 84 | $8K |
| Clarity Asset Management, Inc. | 0.00% | Add +1.2% | 83 | $8K |
| West Paces Advisors Inc. | 0.00% | New | 77 | $8K |
| Quaker Wealth Management, LLC | 0.00% | Add +5.6% | 76 | $8K |
| First Command Advisory Services, Inc. | 0.00% | New | 66 | $7K |
| First Community Trust NA | 0.01% | No change | 65 | $7K |
| Gleason Group, Inc. | 0.00% | New | 64 | $6K |
| Optimum Investment Advisors | 0.00% | No change | 60 | $6K |
| Cloud Capital Management, LLC | 0.00% | New | 66 | $6K |
| Versant Capital Management, Inc | 0.00% | No change | 59 | $6K |
| Townsend Asset Management Corp. /NC/ | 0.00% | Reduce -17.5% | 52 | $5K |
| New England Asset Management Inc. | 0.00% | No change | 50 | $5K |
| Valley National Advisers Inc. | 0.00% | No change | 59 | $5K |
| Pineridge Advisors LLC | 0.00% | No change | 49 | $5K |
| Bare Financial Services, Inc | 0.00% | New | 45 | $5K |
| Coston, McIsaac & Partners | 0.00% | No change | 45 | $4K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | No change | 39 | $4K |
| Rakuten Securities, Inc. | 0.00% | Reduce -88.4% | 39 | $4K |
| EPG Wealth Management LLC | 0.00% | No change | 39 | $4K |
| TFC Financial Management, Inc. | 0.00% | Reduce -98.1% | 36 | $4K |
| Kiker Wealth Management, LLC | 0.00% | New | 35 | $4K |
| IMG Wealth Management, Inc. | 0.00% | Reduce -54.7% | 34 | $3K |
| Tortoise Investment Management, LLC | 0.00% | Add +13.8% | 33 | $3K |
| Goodman Advisory Group, LLC | 0.00% | New | 32 | $3K |
| REAP Financial Group, LLC | 0.00% | New | 32 | $3K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 30 | $3K |
| Solstein Capital, LLC | 0.00% | No change | 29 | $3K |
| Front Row Advisors LLC | 0.00% | No change | 27 | $3K |
| Legacy Bridge, LLC | 0.00% | No change | 25 | $3K |
| Dynamic Wealth Strategies, LLC | 0.00% | Reduce -3.9% | 25 | $3K |
| Glassman Wealth Services | 0.00% | Reduce -52.1% | 23 | $2K |
| Millstone Evans Group, LLC | 0.00% | No change | 21 | $2K |
| Turim 21 Investimentos Ltda. | 0.00% | New | 21 | $2K |
| WPG Advisers, LLC | 0.00% | No change | 19 | $2K |
| Mountain Hill Investment Partners Corp. | 0.00% | No change | 18 | $2K |
| 1 North Wealth Services LLC | 0.00% | Reduce -35.7% | 18 | $2K |
| Gould Capital, LLC | 0.00% | Reduce -95.6% | 16 | $2K |
| Hughes Financial Services, LLC | 0.00% | No change | 16 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 14 | $1K |
| New Republic Capital, LLC | 0.00% | No change | 12 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -61.3% | 12 | $1K |
| Blume Capital Management, Inc. | 0.00% | New | 11 | $1K |
| GE Investment Management Corp. | 0.00% | No change | 10 | $1K |
| Noble Wealth Management PBC | 0.00% | — | 8 | $802 |
| Premier Financial Group | 0.00% | No change | 7 | $702 |
| Strategic Advocates LLC | 0.00% | New | 7 | $693 |
| Russell Investments Group, Ltd. | 0.00% | Reduce -99.7% | 3 | $311 |
| Kilter Group LLC | 0.00% | No change | 2 | $201 |
| Turning Point Benefit Group, Inc. | 0.00% | New | 2 | $200 |
| Affinity Wealth LLC | 0.00% | No change | 1 | $100 |
| Hoey Investments, Inc. | 0.00% | No change | 1 | $80 |
"% 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.