iShares Core U.S. AggregateAGGETF
13F holders, Q4 2025 (December 31)2,111holders +180
136new positions
95sold out
5famous investors
$97.98avg. 13F price*
At the end of Q4 2025, 2,111 institutions reported holding iShares Core U.S. Aggregate (AGG) in their 13F filings, up 180 from Q3 2025. 136 opened new positions and 95 sold out. The largest holders were Jones Financial Companies LLLP ($13.8B), Raymond James Financial Inc. ($8.5B) and Wells Fargo & Company ($6.1B). 5 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Core U.S. Aggregate
- CUSIP
- 464287226
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 136 | $327.6M |
| Exits | 95 | $246.6M |
All 13F filers, Q3 2025 → Q4 2025: 77,352,259 shares bought and 48,339,914 shares sold, net +29,012,345 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,111 holders
| Jones Financial Companies LLLP | 8.44% | Reduce -3.7% | 138,558,797 | $13.8B |
| Raymond James Financial Inc. | 2.64% | Add +7.0% | 84,760,819 | $8.5B |
| Wells Fargo & Company | 1.19% | Reduce -4.8% | 60,790,726 | $6.1B |
| BlackRock, Inc. | 0.09% | Add +0.6% | 54,212,016 | $5.4B |
| Bank of America Corp. | 0.39% | Add +16.0% | 53,737,402 | $5.4B |
| US Bancorp \de | 5.01% | Add +1.2% | 42,844,111 | $4.3B |
| Mercer Global Advisors Inc. | 5.52% | Add +9.1% | 36,259,568 | $3.6B |
| Envestnet Asset Management Inc. | 1.07% | Add +2.6% | 35,977,259 | $3.6B |
| Morgan Stanley | 0.19% | Add +4.0% | 32,483,415 | $3.2B |
| Betterment LLC | 5.00% | Add +6.9% | 26,255,484 | $2.6B |
| Northern Trust Corp. | 0.26% | Add +25.1% | 20,705,925 | $2.1B |
| Wealth Enhancement Advisory Services, LLC | 2.66% | Add +8.3% | 19,621,070 | $2.0B |
| Cetera Investment Advisers | 1.68% | Add +1.9% | 15,428,160 | $1.5B |
| Ameriprise Financial Inc. | 0.34% | Reduce -4.4% | 14,820,833 | $1.5B |
| Goldman Sachs Group Inc. | 0.20% | Reduce -2.8% | 14,394,617 | $1.4B |
| LPL Financial LLC | 0.38% | Add +19.6% | 14,085,361 | $1.4B |
| Acorns Advisers, LLC | 9.88% | Add +5.0% | 13,181,459 | $1.3B |
| JPMorgan Chase & Co. | 0.08% | Add +6.2% | 12,335,314 | $1.2B |
| Northwestern Mutual Wealth Management Co. | 0.78% | Add +3.5% | 12,278,036 | $1.2B |
| Mariner, LLC | 1.43% | Add +11.5% | 12,060,633 | $1.2B |
| Arizona PSPRS Trust | 41.67% | Add +1.7% | 11,334,403 | $1.1B |
| WealthNavi Inc. | 9.85% | Add +7.2% | 11,159,114 | $1.1B |
| Creative Planning | 0.76% | Reduce -11.1% | 10,644,543 | $1.1B |
| PNC Financial Services Group, Inc. | 0.54% | Add +4.9% | 9,884,685 | $987.3M |
| UBS Group AG | 0.19% | Add +0.4% | 9,407,380 | $939.6M |
| FMR LLC | 0.05% | Reduce -21.3% | 8,906,503 | $889.6M |
| United Services Automobile Association | 55.17% | Reduce -4.4% | 8,726,963 | $871.6M |
| Tiaa Trust, National Association | 2.05% | Add +0.5% | 8,562,744 | $855.7M |
| Johns Hopkins University | 58.37% | Reduce -30.5% | 8,024,716 | $801.5M |
| Cerity Partners LLC | 1.16% | Add +13.8% | 7,991,803 | $798.2M |
| Rwa Wealth Partners, LLC | 8.72% | Add +11.8% | 7,986,037 | $797.6M |
| Envestnet Portfolio Solutions, Inc. | 2.72% | Add +4.0% | 7,767,348 | $775.8M |
| Truist Financial Corp. | 1.02% | Add +4.3% | 7,640,520 | $763.1M |
| Stifel Financial Corp. | 0.67% | Add +15.0% | 7,506,356 | $749.7M |
| Constellation Investments, Inc. | 21.77% | Add +70.2% | 7,062,919 | $705.4M |
| Charles Schwab Investment Management Inc. | 0.10% | Reduce -6.4% | 6,765,176 | $675.7M |
| Captrust Financial Advisors | 1.15% | Add +12.0% | 6,051,425 | $604.4M |
| Bank of New York Mellon Corp | 0.10% | Add +5.5% | 5,898,786 | $589.2M |
| Mackenzie Financial Corp. | 0.69% | Add +6.1% | 5,849,100 | $584.5M |
| Members Trust Co | 17.89% | Add +0.1% | 5,489,896 | $548.3M |
| Prime Capital Investment Advisors, LLC | 5.97% | Add +43.7% | 4,905,406 | $490.0M |
| Royal Bank of Canada | 0.09% | Add +18.5% | 4,846,158 | $484.0M |
| D.A. Davidson & Co. | 2.96% | Add +5.1% | 4,831,227 | $482.5M |
| Alliancebernstein L.P. | 0.15% | Add +81.0% | 4,799,638 | $479.4M |
| Vantagepoint Investment Advisers LLC | 3.69% | Add +0.1% | 4,592,741 | $458.7M |
| Mastercard Foundation Asset Management Corp. | 1.00% | Reduce -78.3% | 4,125,631 | $412.1M |
| Factory Mutual Insurance Co. | 4.15% | Add +9.1% | 4,096,000 | $409.1M |
| Steward Partners Investment Advisory, LLC | 2.18% | Add +8.5% | 3,981,548 | $397.7M |
| Citigroup Inc. | 0.26% | Add +7.0% | 3,783,170 | $377.9M |
| SigFig Wealth Management, LLC | 10.83% | Add +4.8% | 3,638,668 | $363.4M |
| SageView Advisory Group, LLC | 12.24% | Add +8.0% | 3,623,752 | $361.9M |
| &partners | 1.81% | Add +10.1% | 3,444,118 | $346.4M |
| Janus Henderson Group PLC | 0.15% | Add +7.0% | 3,355,397 | $335.1M |
| Mason Street Advisors, LLC | 30.54% | Add +2.2% | 3,107,230 | $310.4M |
| Balentine LLC | 11.27% | Reduce -31.5% | 2,974,100 | $297.1M |
| Dynasty Wealth Management, LLC | 2.85% | Add +6.7% | 2,907,609 | $290.4M |
| Bank of Montreal | 0.12% | Add +7.4% | 2,828,317 | $282.5M |
| South Dakota Investment Council | 5.37% | Add +1.3% | 2,821,235 | $281.8M |
| Prudential Financial Inc. | 0.34% | Reduce -6.6% | 2,802,904 | $280.6M |
| Simplify Asset Management Inc. | 4.60% | Reduce -0.1% | 2,800,131 | $279.7M |
| EP Wealth Advisors, LLC | 1.44% | — | 2,780,493 | $277.7M |
| Russell Investments Group, Ltd. | 0.30% | Add +90400033.3% | 2,712,004 | $270.9M |
| Comerica Bank | 1.02% | Add +52.6% | 2,570,509 | $256.7M |
| O'shaughnessy Asset Management, LLC | 1.33% | Add +6.5% | 2,418,608 | $241.6M |
| Stairway Partners, LLC | 12.46% | Add +18.0% | 2,410,118 | $240.7M |
| Blue Trust, Inc. | 2.71% | Add +2.9% | 2,401,463 | $239.9M |
| Exchange Traded Concepts, LLC | 1.93% | Add +16.4% | 2,323,410 | $232.1M |
| Quotient Wealth Partners, LLC | 6.17% | Add +6.5% | 2,321,437 | $231.9M |
| HighTower Advisors, LLC | 0.25% | Add +4.4% | 2,266,698 | $226.4M |
| Disciplina Capital Management LLC | 25.19% | Add +17.9% | 2,203,081 | $220.0M |
| Lockheed Martin Investment Management Co. | 7.22% | Add +1.4% | 2,165,000 | $216.2M |
| Osaic Holdings, Inc. | 0.29% | Add +5.2% | 1,988,182 | $198.6M |
| Axxcess Wealth Management, LLC | 3.42% | Add +3.1% | 1,916,664 | $191.4M |
| Charter Oak Capital Management, LLC | 14.09% | Add +2.3% | 1,849,735 | $184.8M |
| Capital Asset Advisory Services LLC | 7.13% | Add +8.7% | 1,772,568 | $177.3M |
| Country Trust Bank | 3.16% | Add +1.5% | 1,748,071 | $174.6M |
| Commonwealth Equity Services, LLC | 0.23% | Reduce -21.4% | 1,746,686 | $174.5M |
| Howard Capital Management, LLC | 2.24% | Reduce 0.0% | 1,734,237 | $173.2M |
| Destination Wealth Management | 4.16% | Add +3.5% | 1,593,546 | $159.2M |
| MML Investors Services, LLC | 0.38% | Add +11.7% | 1,565,460 | $156.4M |
| Corient Private Wealth LP | 0.21% | Add +41.5% | 1,527,634 | $152.6M |
| National Philanthropic Trust | 1.50% | Add +57.1% | 1,524,821 | $152.3M |
| Wesbanco Bank Inc. | 4.14% | Add +5.4% | 1,502,627 | $150.1M |
| Forvis Mazars Wealth Advisors, LLC | 2.79% | Add +2.6% | 1,479,887 | $147.8M |
| Rebalance, LLC | 8.29% | Add +4.7% | 1,419,940 | $141.8M |
| Mitsubishi UFJ Trust & Banking Corp | 0.34% | No change | 1,413,455 | $141.2M |
| Hantz Financial Services, Inc. | 2.07% | Add +33.1% | 1,405,730 | $140.4M |
| Cambridge Investment Research Advisors, Inc. | 0.37% | Add +5.8% | 1,399,370 | $139.8M |
| Principal Securities, Inc. | 2.14% | Add +5.8% | 1,388,177 | $138.7M |
| Focus Partners Wealth | 0.16% | Add +23.7% | 1,367,258 | $136.5M |
| Sumitomo Mitsui Financial Group, Inc. | 2.39% | Add +2.7% | 1,351,604 | $135.0M |
| Fifth Third Bancorp | 0.41% | Add +57.1% | 1,300,863 | $129.9M |
| Mill Creek Capital Advisors, LLC | 2.63% | Add +10.9% | 1,291,919 | $129.0M |
| Kingsview Wealth Management, LLC | 1.86% | Add +8.1% | 1,288,980 | $128.7M |
| Trajan Wealth LLC | 5.32% | Add +1.1% | 1,277,485 | $127.6M |
| Coldstream Capital Management Inc. | 1.65% | Reduce -1.1% | 1,274,200 | $127.3M |
| Fisher Asset Management | 0.04% | Add +7.8% | 1,269,442 | $126.8M |
| V-Square Quantitative Management LLC | 13.18% | New | 1,269,238 | $126.8M |
| Assetmark, Inc. | 0.26% | Add +167.6% | 1,265,868 | $126.4M |
| Victory Capital Management Inc. | 0.07% | Reduce -1.2% | 1,257,413 | $125.6M |
| Ritholtz Wealth Management | 2.18% | Add +3.9% | 1,196,503 | $119.5M |
| Allspring Global Investments Holdings, LLC | 0.19% | Add +6.2% | 1,191,101 | $119.0M |
| Orion Porfolio Solutions, LLC | 0.87% | Add +6.4% | 1,181,446 | $118.0M |
| HSBC Holdings PLC | 0.07% | Add +45.5% | 1,148,766 | $114.7M |
| Keybank National Association | 0.39% | Add +7.0% | 1,089,035 | $108.8M |
| Gerber Kawasaki Wealth & Investment Management | 3.74% | Add +8.5% | 1,073,583 | $107.2M |
| Crestwood Advisors Group, LLC | 1.76% | Add +4.1% | 1,057,690 | $105.6M |
| Graves Light Lenhart Wealth, Inc. | 11.08% | Add +1.9% | 1,046,101 | $104.5M |
| GenTrust, LLC | 4.52% | Reduce -1.0% | 1,044,957 | $104.4M |
| Center for Financial Planning, Inc. | 10.71% | Add +3.2% | 1,030,946 | $103.0M |
| Cullen/Frost Bankers, Inc. | 1.12% | Add +113.4% | 1,021,078 | $102.0M |
| Sagespring Wealth Partners, LLC | 1.82% | Add +0.2% | 24,483,419 | $100.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.06% | No change | 992,594 | $99.1M |
| Brookstone Capital Management | 1.11% | Add +29.9% | 969,348 | $96.8M |
| Cambridge Associates LLC /Ma/ | 1.56% | Reduce -49.6% | 955,065 | $95.4M |
| NewEdge Advisors, LLC | 0.34% | Add +7.3% | 938,719 | $93.8M |
| Trustmark Bank Trust Department | 5.90% | Add +4.9% | 935,788 | $93.5M |
| Steele Capital Management, Inc. | 4.00% | Add +6.4% | 933,394 | $93.2M |
| 1832 Asset Management L.P. | 0.12% | Add +1.5% | 918,776 | $91.8M |
| Stamos Capital Partners, L.P. | 14.61% | Add +2.1% | 910,232 | $90.9M |
| Meridian Wealth Partners, LLC | 12.46% | Add +5.3% | 905,119 | $90.4M |
| Baker Avenue Asset Management, LP | 2.08% | Add +7.2% | 904,246 | $90.3M |
| Affiance Financial, LLC | 14.43% | Add +8.9% | 897,669 | $89.7M |
| Beacon Pointe Advisors, LLC | 0.63% | Add +14.9% | 894,760 | $89.4M |
| Greenspring Advisors, LLC | 5.41% | Add +173.0% | 883,168 | $88.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.24% | Reduce -4.0% | 864,131 | $86.3M |
| Tidal Investments LLC | 0.36% | Reduce -9.1% | 859,677 | $85.9M |
| Freestone Capital Holdings, LLC | 2.50% | Add +9.3% | 842,389 | $84.1M |
| Metropolitan Life Insurance Co | 25.23% | Reduce -6.6% | 832,738 | $83.2M |
| Voya Investment Management LLC | 0.09% | Reduce -1.6% | 827,527 | $82.7M |
| iA Global Asset Management Inc. | 1.03% | Add +3.6% | 809,327 | $80.8M |
| BNP Paribas Financial Markets | 0.05% | Add +61.5% | 801,450 | $80.0M |
| PDS Planning, Inc | 5.27% | Add +3.9% | 790,542 | $79.0M |
| United Capital Financial Advisors, LLC | 0.48% | Add +9.6% | 790,411 | $78.9M |
| FORM Wealth Advisors, LLC | 9.10% | — | 778,270 | $77.7M |
| Oarsman Capital, Inc. | 9.84% | Add +11.2% | 758,319 | $75.7M |
| Bouchey Financial Group, Ltd. | 5.63% | Add +7.9% | 752,135 | $75.1M |
| Janney Montgomery Scott LLC | 0.17% | Reduce -38.8% | 750,470 | $75.0M |
| Old National Bancorp | 1.24% | Add +0.6% | 744,431 | $74.4M |
| Zacks Investment Management | 0.58% | Reduce -3.0% | 737,953 | $73.7M |
| Franklin Resources Inc. | 0.02% | Add +10.6% | 736,838 | $73.6M |
| Juniper Hill Capital Management LP | 17.57% | No change | 736,489 | $73.6M |
| Ellenbecker Investment Group | 10.24% | Add +12.8% | 731,641 | $73.1M |
| Thrivent Financial for Lutherans | 0.13% | Add +6.9% | 724,493 | $72.5M |
| Zions Bancorporation, National Association | 3.32% | Add +25.5% | 720,101 | $71.9M |
| Cwm, LLC | 0.19% | Add +5.5% | 719,445 | $71.9M |
| Rational Advisors, Inc. | 7.82% | Reduce -4.9% | 719,181 | $71.8M |
| Sand Hill Global Advisors, LLC | 2.46% | Add +5.9% | 706,139 | $70.5M |
| Koss-Olinger Consulting, LLC | 5.44% | Add +111.5% | 703,413 | $70.3M |
| Wealthspire Retirement, LLC | 4.26% | Add +17.6% | 701,443 | $70.1M |
| Charles Schwab Trust Co | 4.56% | Reduce -0.5% | 694,484 | $69.4M |
| First Citizens Bank & Trust Co. | 1.44% | Reduce -3.3% | 692,093 | $69.1M |
| Professional Financial Advisors, LLC | 14.10% | Add +1.3% | 691,115 | $69.0M |
| Bar Harbor Wealth Management | 3.89% | Add +8.3% | 674,262 | $67.3M |
| Brooklyn Investment Group | 3.07% | Add +380.5% | 663,912 | $66.5M |
| New York Life Investment Management LLC | 0.57% | Add +8.8% | 664,133 | $66.3M |
| JFS Wealth Advisors, LLC | 3.73% | Add +8.1% | 663,243 | $66.2M |
| Verger Capital Management LLC | 19.39% | Add +7.6% | 655,600 | $65.5M |
| Trust Co | 6.14% | Reduce -1.1% | 655,132 | $65.4M |
| NEOS Investment Management LLC | 0.38% | Add +24.2% | 654,351 | $65.4M |
| Nomura Asset Management International Inc. | 0.10% | — | 644,897 | $64.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.07% | Reduce -75.3% | 642,157 | $64.1M |
| Park Avenue Securities LLC | 0.54% | Add +4.5% | 638,232 | $63.7M |
| Kestra Private Wealth Services, LLC | 0.77% | Add +1.4% | 621,290 | $62.1M |
| Evoke Wealth, LLC | 1.19% | Reduce -5.6% | 616,806 | $61.6M |
| Bell Bank | 2.63% | Add +9.9% | 616,369 | $61.6M |
| Citadel Advisors | 0.04% | New | 614,109 | $61.3M |
| Summit Global Investments | 3.62% | Add +1.3% | 613,396 | $61.3M |
| SCS Capital Management LLC | 0.65% | Add +318.6% | 613,113 | $61.2M |
| Prentice Wealth Management LLC | 13.81% | Add +13.5% | 605,243 | $60.5M |
| Lido Advisors, LLC | 0.24% | Add +1.8% | 599,725 | $60.1M |
| McKinley Carter Wealth Services, Inc. | 3.35% | Reduce -7.2% | 601,023 | $60.0M |
| Mather Group, Llc. | 0.60% | Add +8.5% | 586,755 | $58.6M |
| Focus Financial Network, Inc. | 2.04% | Add +7.7% | 586,042 | $58.5M |
| Rock Creek Group LLC | 6.55% | Reduce -2.0% | 584,410 | $58.4M |
| Savvy Advisors, Inc. | 1.86% | Add +23.0% | 577,483 | $57.7M |
| Chaney Capital Management, Inc. | 19.83% | Add +3.2% | 575,381 | $57.5M |
| Robertson Stephens Wealth Management, LLC | 1.61% | Add +29.1% | 572,621 | $57.2M |
| Pinnacle Financial Partners, Inc. | 0.43% | — | 571,533 | $57.1M |
| Bricktown Capital, LLC | 9.58% | Add +13.7% | 569,567 | $56.9M |
| Principal Financial Group Inc. | 0.03% | Add +251.1% | 567,041 | $56.6M |
| Planning Project LLC | 14.02% | — | 558,699 | $55.8M |
| Adaptive Financial Consulting, LLC | 21.33% | Add +2.6% | 549,017 | $54.8M |
| Kestra Advisory Services, LLC | 0.22% | Add +16.2% | 538,966 | $53.8M |
| Bokf, NA | 0.81% | Add +51.3% | 532,779 | $53.2M |
| M&T Bank Corp | 0.17% | Reduce -4.0% | 532,245 | $53.2M |
| Vestmark Advisory Solutions, Inc. | 0.71% | Reduce -48.0% | 526,958 | $52.6M |
| Allworth Financial LP | 0.21% | Add +6.3% | 518,204 | $51.8M |
| Mascoma Wealth Management LLC | 11.01% | Add +3.7% | 513,908 | $51.3M |
| Legacy Wealth Partners, LLC | 13.00% | — | 502,840 | $50.2M |
| GoalFusion Wealth Management, LLC | 23.09% | Reduce -0.5% | 499,800 | $49.9M |
| Equitable Holdings, Inc. | 0.34% | Add +21.1% | 498,197 | $49.8M |
| Efficient Advisors, LLC | 2.88% | Reduce -20.3% | 494,617 | $49.4M |
| Keel Point, LLC | 2.97% | Add +6.9% | 492,711 | $49.2M |
| TD Private Client Wealth LLC | 1.05% | Add +4.0% | 491,983 | $49.1M |
| Rhumbline Advisers | 0.04% | Reduce -7.5% | 479,476 | $47.9M |
| Gridiron Partners, LLC | 27.19% | Add +0.5% | 477,814 | $47.7M |
| Acorn Financial Advisory Services Inc. | 6.97% | Add +16.6% | 472,573 | $47.2M |
| MAI Capital Management | 0.27% | Add +13.0% | 471,988 | $47.1M |
| Twele Capital Management, Inc. | 8.38% | Add +4.9% | 469,573 | $46.9M |
| Scotia Capital Inc. | 0.19% | Add +7.8% | 469,464 | $46.9M |
| Legacy Financial Strategies, LLC | 8.16% | Add +10.7% | 461,639 | $46.1M |
| Common Fund for Nonprofit Organizations | 3.74% | Add +12.8% | 461,324 | $46.1M |
| Fort Point Capital Partners LLC | 5.56% | Add +11.6% | 458,397 | $45.9M |
| Arax Advisory Partners | 1.33% | New | 456,545 | $45.6M |
| Zhang Financial LLC | 1.70% | Add +57.6% | 455,781 | $45.5M |
| Abound Wealth Management | 10.62% | Add +7.9% | 453,932 | $45.3M |
| Private Advisor Group, LLC | 0.21% | Reduce -6.9% | 452,922 | $45.2M |
| Amarillo National Bank | 7.90% | Add +2.8% | 450,200 | $45.0M |
| Composition Wealth, LLC | 0.64% | Reduce -7.7% | 448,293 | $44.8M |
| Northwestern Mutual Investment Management Company, LLC | 0.52% | Add +67.0% | 447,618 | $44.7M |
| Single Point Partners, LLC | 8.81% | Add +10.5% | 466,883 | $44.6M |
| Lowe Brockenbrough & Co. Inc. | 2.19% | Add +17.5% | 445,167 | $44.5M |
| Evolve Private Wealth, LLC | 2.62% | — | 442,250 | $44.2M |
| Summit Trail Advisors, LLC | 0.76% | Add +1.7% | 441,621 | $44.1M |
| Smartleaf Asset Management LLC | 1.67% | Add +431.3% | 439,587 | $44.0M |
| Buffalo Business & Estate Services Ltd. | 6.31% | — | 439,337 | $43.9M |
| Flagship Harbor Advisors, LLC | 2.02% | Add +6.0% | 429,099 | $42.9M |
| Tandem Wealth Advisors LLC | 19.16% | Reduce -8.4% | 368,346 | $42.7M |
| Black Diamond Financial, LLC | 4.49% | Add +8.2% | 426,781 | $42.6M |
| Ascent Group, LLC | 1.45% | Add +3.0% | 425,352 | $42.5M |
| Global Retirement Partners, LLC | 0.75% | Add +5.6% | 421,304 | $42.1M |
| Cornerstone Management, Inc. | 6.86% | Add +2.8% | 421,019 | $42.1M |
| P/E Global LLC | 3.03% | Reduce -20.1% | 420,497 | $42.0M |
| Beirne Wealth Consulting Services, LLC | 11.97% | Add +21.3% | 413,763 | $41.3M |
| MTC Wealth Management LLC | 19.33% | Reduce -0.8% | 412,464 | $41.2M |
| Baird Financial Group, Inc. | 0.06% | Add +9.8% | 407,787 | $40.7M |
| Rockefeller Capital Management L.P. | 0.07% | Add +65.2% | 405,848 | $40.5M |
| DB Fitzpatrick & Co, Inc | 35.79% | Reduce -0.7% | 403,111 | $40.3M |
| Arbor Investment Advisors, LLC | 5.27% | Reduce -0.4% | 400,886 | $40.0M |
| Smithfield Trust Co | 1.74% | Add +7.4% | 394,323 | $39.3M |
| Baron Silver Stevens Financial Advisors, LLC | 5.61% | Add +4.1% | 388,878 | $38.8M |
| Fulton Breakefield Broenniman LLC | 2.45% | Add +1.0% | 388,807 | $38.8M |
| Vicus Capital | 2.91% | Reduce -4.5% | 387,971 | $38.8M |
| Wealthcare Advisory Partners LLC | 0.76% | Reduce -7.7% | 386,240 | $38.6M |
| Fiduciary Group, LLC | 3.23% | Add +27.6% | 385,621 | $38.5M |
| Brave Asset Management Inc. | 9.02% | Reduce -0.3% | 382,740 | $38.2M |
| Towercrest Capital Management | 6.03% | Add +10.7% | 382,609 | $38.2M |
| First Business Financial Services, Inc. | 3.50% | Add +5.0% | 381,535 | $38.1M |
| Prosperity Consulting Group, LLC | 1.71% | Reduce -2.1% | 380,971 | $38.1M |
| WHI TRUST Co LLC | 28.60% | — | 371,591 | $37.1M |
| SVB Wealth LLC | 2.18% | Reduce -18.5% | 370,967 | $37.1M |
| Provenance Wealth Advisors, LLC | 4.10% | Reduce -0.6% | 370,033 | $37.0M |
| Buck Wealth Strategies, LLC | 4.67% | Reduce -18.9% | 368,411 | $36.8M |
| Financial Engines Advisors L.L.C. | 0.07% | Reduce -20.3% | 367,962 | $36.8M |
| Gotham Asset Management | 0.13% | Add +0.1% | 367,183 | $36.7M |
| 1607 Capital Partners, LLC | 2.45% | Reduce -21.3% | 360,343 | $36.0M |
| Tectonic Advisors LLC | 1.88% | Add +1.2% | 357,427 | $35.7M |
| Bright Financial Advisors, Inc. | 16.85% | Add +1.0% | 357,190 | $35.7M |
| Shakespeare Wealth Management, LLC | 7.84% | Add +5.0% | 355,317 | $35.5M |
| Visionary Wealth Advisors | 1.60% | Reduce -4.6% | 354,809 | $35.4M |
| Ameritas Investment Partners, Inc. | 1.08% | Reduce -1.1% | 354,786 | $35.4M |
| Concurrent Investment Advisors, LLC | 0.40% | Add +26.6% | 353,127 | $35.3M |
| Beacon Investment Advisory Services, Inc. | 1.44% | Add +25.9% | 352,836 | $35.2M |
| Advisory Services Network, LLC | 0.50% | Add +70.3% | 350,288 | $35.0M |
| Lineweaver Wealth Advisors, LLC | 4.73% | Add +4.6% | 347,283 | $34.7M |
| Strategic Investment Management, LLC | 17.45% | No change | 344,640 | $34.4M |
| eCIO, Inc. | 15.95% | Reduce -16.2% | 342,999 | $34.3M |
| Acumen Wealth Advisors, LLC | 9.86% | — | 342,659 | $34.2M |
| Earned Wealth Advisors, LLC | 2.42% | Add +21.6% | 341,253 | $34.1M |
| Cordoba Advisory Partners LLC | 8.42% | — | 341,179 | $34.1M |
| Man Group plc | 0.07% | Add +18.6% | 338,422 | $33.8M |
| LVZ, Inc. | 3.77% | Add +0.5% | 337,993 | $33.8M |
| Cresset Asset Management, LLC | 0.14% | Add +42.4% | 336,372 | $33.6M |
| Daybright Advisory Services, Inc. | 8.90% | — | 333,942 | $33.4M |
| Verdence Capital Advisors LLC | 1.96% | Add +2.6% | 332,281 | $33.2M |
| Unique Wealth, LLC | 4.63% | Add +9.6% | 332,166 | $33.2M |
| AdvisorNet Financial, Inc | 1.77% | Add +2.4% | 331,574 | $33.1M |
| Atria Investments, Inc | 0.38% | Add +16.3% | 331,254 | $33.1M |
| Liquid Strategies, LLC | 7.15% | Reduce -6.7% | 328,839 | $32.8M |
| Qube Research & Technologies Ltd | 0.05% | Add +92.9% | 327,077 | $32.7M |
| First Merchants Corp. | 1.18% | Reduce -2.8% | 320,022 | $32.0M |
| United Bank | 4.20% | Add +3.3% | 318,214 | $31.8M |
| CIBC Private Wealth Group LLC | 0.05% | Reduce -2.9% | 317,809 | $31.7M |
| ETF Portfolio Partners, Inc. | 8.12% | Add +3.0% | 315,193 | $31.5M |
| NewEdge Wealth, LLC | 0.35% | Add +6.1% | 314,163 | $31.4M |
| Great Valley Advisor Group, Inc. | 0.60% | Add +2.9% | 313,861 | $31.3M |
| Summit Financial, LLC | 0.45% | Add +6.2% | 305,794 | $30.5M |
| SG Americas Securities, LLC | 0.04% | Add +9.5% | 305,167 | $30.5M |
| First Bank & Trust | 4.96% | Add +1.0% | 305,085 | $30.5M |
| NorthRock Partners, LLC | 0.51% | Add +4830.6% | 303,725 | $30.3M |
| Fund Evaluation Group, LLC | 0.99% | Add +59.2% | 300,744 | $30.0M |
| First Washington CORP | 7.70% | No change | 297,782 | $29.7M |
| First Citizens Asset Management, Inc. | 10.36% | Reduce -0.4% | 296,676 | $29.6M |
| Fort Henry Capital, LLC | 18.09% | Add +4.7% | 295,599 | $29.5M |
| Brown Advisory Inc. | 0.04% | Add +10.5% | 294,922 | $29.5M |
| World Investment Advisors | 0.48% | Add +2.5% | 292,162 | $29.2M |
| Elm Partners Management LLC | 1.32% | Add +60.4% | 291,724 | $29.1M |
| Octavia Wealth Advisors, LLC | 2.76% | Add +6.8% | 288,966 | $28.9M |
| Marquette Asset Management, LLC | 4.26% | Add +9.2% | 288,958 | $28.9M |
| Spire Wealth Management | 0.97% | Reduce -0.7% | 288,846 | $28.8M |
| Sanctuary Advisors, LLC | 0.16% | Reduce -1.1% | 287,212 | $28.7M |
| Syon Capital LLC | 1.43% | Reduce -0.1% | 287,069 | $28.7M |
| Perigon Wealth Management, LLC | 0.51% | Add +5.2% | 286,661 | $28.6M |
| Summit Asset Management, LLC | 4.05% | Add +217.4% | 286,241 | $28.6M |
| Fairview Capital Investment Management, LLC | 1.46% | Reduce -0.0% | 283,696 | $28.3M |
| Hancock Whitney Corp. | 0.51% | Add +2.8% | 282,206 | $28.2M |
| Sunflower Bank, N.A. | 7.09% | Reduce -49.2% | 281,867 | $28.2M |
| GP Brinson Investments LLC | 12.08% | No change | 280,650 | $28.0M |
| Grey Fox Wealth Advisors, LLC | 5.69% | Reduce -1.4% | 278,213 | $27.8M |
| One Capital Management, LLC | 0.84% | Add +552.9% | 277,017 | $27.7M |
| Founders Financial Securities LLC | 1.63% | Add +21.6% | 276,577 | $27.6M |
| Tanager Wealth Management LLP | 2.74% | Add +3.0% | 275,203 | $27.5M |
| Pure Financial Advisors, LLC | 0.41% | Add +7.6% | 272,875 | $27.3M |
| Financial Designs Corp | 15.41% | Add +9.3% | 272,350 | $27.2M |
| Compound Planning, Inc. | 0.80% | Add +0.9% | 271,627 | $27.1M |
| Caliber Wealth Management, LLC / KS | 2.91% | Add +2.0% | 270,295 | $27.0M |
| Hudson Capital Management LLC | 6.87% | Add +1.8% | 266,085 | $26.6M |
| Regions Financial Corp. | 0.17% | Add +1.6% | 265,079 | $26.5M |
| Heartwood Wealth Advisors LLC | 2.44% | Add +2.0% | 265,041 | $26.5M |
| TD Capital Management LLC | 2.34% | Reduce -1.2% | 263,950 | $26.4M |
| Connable Office Inc. | 2.41% | Reduce -32.9% | 263,590 | $26.3M |
| Golden State Wealth Management, LLC | 2.78% | Add +1.5% | 263,367 | $26.3M |
| Matrix Trust Co | 4.34% | Add +1.0% | 263,065 | $26.3M |
| Sequent Planning LLC | 6.66% | Add +15.1% | 262,041 | $26.2M |
| Parallel Advisors, LLC | 0.48% | Add +2.4% | 261,673 | $26.1M |
| BayBridge Capital Group, LLC | 16.14% | Add +3.8% | 260,844 | $26.1M |
| Texas Capital Bank Wealth Management Services Inc | 1.50% | Add +49.8% | 260,802 | $26.0M |
| Eley Financial Management, Inc | 9.35% | Add +2.7% | 260,590 | $26.0M |
| James J. Burns & Company, LLC | 3.52% | Add +48.1% | 255,659 | $25.5M |
| Mutual Advisors, LLC | 0.54% | Add +121.3% | 253,683 | $25.3M |
| Galvin, Gaustad & Stein, LLC | 2.00% | Add +1.8% | 253,304 | $25.3M |
| Main Street Financial Solutions, LLC | 1.88% | Add +8.0% | 251,490 | $25.1M |
| MV Capital Management, Inc. | 2.41% | Reduce -4.6% | 251,485 | $25.1M |
| Catalyst Financial Partners LLC | 2.80% | Add +11.0% | 251,458 | $25.1M |
| Bank of Hawaii | 1.23% | Add +0.7% | 249,289 | $24.9M |
| Madison Asset Management, LLC | 0.28% | Add +4.2% | 247,990 | $24.8M |
| Horizon Investments, LLC | 0.31% | Add +10.1% | 247,665 | $24.7M |
| Valmark Advisers, Inc. | 0.30% | Add +8.0% | 247,376 | $24.7M |
| BCS Wealth Management | 2.49% | Add +125.3% | 246,808 | $24.7M |
| Legacy Private Trust Co. | 1.45% | Reduce -15.2% | 246,574 | $24.6M |
| Colton Groome Financial Advisors, LLC | 7.03% | Add +11.3% | 245,643 | $24.5M |
| Florida Trust Wealth Management Co | 0.67% | Add +7.7% | 243,616 | $24.3M |
| Cultivar Capital, Inc. | 15.55% | Add +1.7% | 243,154 | $24.3M |
| Eight 31 Financial, LLC | 13.29% | Add +3.2% | 242,599 | $24.2M |
| Phillips Financial Management, LLC | 1.55% | Reduce -7.3% | 240,317 | $24.0M |
| First Hawaiian Bank | 3.16% | Add +7.3% | 237,828 | $23.8M |
| Benjamin Edwards Inc. | 0.26% | Add +57.0% | 236,209 | $23.6M |
| Diversified Trust Co. | 0.43% | Add +29.0% | 235,199 | $23.5M |
| Snider Financial Group | 6.25% | Add +0.6% | 234,810 | $23.5M |
| Capital Insight Partners, LLC | 4.96% | Reduce -12.1% | 234,552 | $23.4M |
| Chemung Canal Trust Co. | 4.63% | Add +4.9% | 234,171 | $23.4M |
| Red Cedar Investment Management, LLC | 2.50% | Add +15.5% | 231,475 | $23.1M |
| Level Four Advisory Services, LLC | 0.76% | Add +16.0% | 231,434 | $23.1M |
| Integrity Alliance, Llc. | 0.84% | Add +6.3% | 230,512 | $23.0M |
| Sowell Financial Services LLC | 0.84% | Add +11.9% | 229,717 | $22.9M |
| Sheridan Capital Management, LLC | 11.42% | Add +2.1% | 225,580 | $22.5M |
| Ted Buchan & Co | 8.24% | Add +6.7% | 224,776 | $22.5M |
| Farther Finance Advisors, LLC | 0.24% | Add +55.0% | 223,933 | $22.4M |
| Lutz Financial Services LLC | 1.49% | Add +4.3% | 219,891 | $22.0M |
| NorthCrest Asset Manangement, LLC | 0.49% | Add +13.3% | 218,977 | $21.9M |
| Clearstead Advisors, LLC | 0.27% | Add +22.2% | 217,140 | $21.7M |
| Berger Financial Group, Inc | 1.25% | Reduce -0.0% | 216,330 | $21.6M |
| TCI Wealth Advisors, Inc. | 1.17% | Reduce -1.6% | 213,260 | $21.3M |
| SBI Securities Co., Ltd. | 0.55% | Add +2.7% | 213,215 | $21.3M |
| Wrapmanager Inc. | 7.17% | Reduce -2.3% | 212,212 | $21.2M |
| Ballast Advisors LLC | 5.78% | Add +2.2% | 209,752 | $21.0M |
| Hudock, Inc. | 3.08% | Reduce -2.0% | 209,186 | $20.9M |
| Kelly Financial Group LLC | 5.31% | Add +3.9% | 209,181 | $20.9M |
| Stephens Inc. | 0.26% | Add +10.9% | 207,813 | $20.8M |
| Tiemann Investment Advisors, LLC | 8.01% | Add +5.9% | 206,542 | $20.6M |
| Westerkirk Capital Inc. | 2.01% | Reduce -73.1% | 206,370 | $20.6M |
| Thayer Partners, LLC / MA | 10.00% | — | 205,807 | $20.6M |
| Foguth Wealth Management, LLC. | 3.17% | — | 204,503 | $20.4M |
| Insight 2811, Inc. | 8.97% | Add +2.6% | 203,385 | $20.3M |
| Forefront Wealth Partners, LLC | 9.58% | Add +8.4% | 202,518 | $20.2M |
| Waverly Advisors, LLC | 0.16% | Add +0.4% | 201,591 | $20.1M |
| DSG Capital Advisors, LLC | 3.05% | Reduce -0.1% | 199,856 | $20.0M |
| Regimen Wealth, LLC | 5.85% | Add +1.3% | 200,313 | $20.0M |
| Ally Invest Advisors Inc. | 1.38% | Add +10.3% | 199,572 | $19.9M |
| Stratos Wealth Partners, LTD. | 0.23% | Add +5.7% | 198,581 | $19.8M |
| Patriot Investment Management Group, Inc. | 1.26% | Add +0.2% | 198,307 | $19.8M |
| Vise Technologies, Inc. | 0.39% | Add +207.3% | 197,400 | $19.7M |
| Summit Wealth Partners, LLC | 3.59% | Reduce -7.0% | 194,705 | $19.4M |
| Joel Adams & Associates, Inc. | 14.60% | Add +10.8% | 194,514 | $19.4M |
| Aspiriant, LLC | 0.56% | Add +18.2% | 193,384 | $19.3M |
| Modera Wealth Management, LLC | 0.22% | Reduce -1.3% | 191,523 | $19.1M |
| Integrated Wealth Concepts LLC | 0.23% | Reduce -9.5% | 190,811 | $19.1M |
| Retirement Capital Strategies | 6.88% | Add +7.0% | 185,897 | $18.6M |
| Chesapeake Wealth Management | 5.52% | Add +6.3% | 185,510 | $18.5M |
| Omega Financial Group, LLC | 6.16% | Add +6.1% | 185,474 | $18.5M |
| Sunesis Advisors, LLC | 8.26% | Add +11.2% | 182,703 | $18.2M |
| Watershed Private Wealth LLC | 5.41% | Add +9.8% | 180,419 | $18.0M |
| Diversified Enterprises, LLC | 1.06% | Add +4.2% | 178,432 | $17.8M |
| Merit Financial Group, LLC | 0.14% | Add +76.3% | 176,777 | $17.7M |
| Choreo, LLC | 0.22% | Add +7.3% | 174,816 | $17.5M |
| First Commonwealth Financial Corp | 2.88% | Reduce -3.0% | 174,988 | $17.5M |
| Lazard Asset Management LLC | 0.03% | Reduce -12.2% | 174,060 | $17.4M |
| Alpha Financial Partners LLC | 10.60% | Add +0.5% | 173,846 | $17.4M |
| Cornerstone Wealth Group, LLC | 1.19% | Reduce -68.9% | 173,673 | $17.3M |
| F/m Investments LLC | 0.66% | Add +300.9% | 173,400 | $17.3M |
| Kopp Family Office, LLC | 11.05% | Add +50.0% | 173,360 | $17.3M |
| Natixis Advisors, LLC | 0.02% | Reduce -7.0% | 172,070 | $17.2M |
| Colonial Trust Advisors | 1.29% | Add +21.2% | 172,013 | $17.2M |
| D L Carlson Investment Group Inc. | 2.90% | Add +230.8% | 171,997 | $17.2M |
| Mgo One Seven LLC | 0.35% | Reduce -56.7% | 171,436 | $17.1M |
| Arrowroot Family Office, LLC | 6.21% | Add +24.3% | 170,820 | $17.1M |
| First Horizon Corp. | 0.76% | Add +94.5% | 170,793 | $17.1M |
| Sigma Planning Corp | 0.47% | Add +1.1% | 169,983 | $17.0M |
| WASHINGTON TRUST Co | 0.56% | Add +1.9% | 170,183 | $17.0M |
| Alliance Wealth Management Group | 3.71% | Add +19.2% | 169,236 | $16.9M |
| Financial Partners Group, Inc | 1.95% | Reduce -1.0% | 168,763 | $16.9M |
| Webster Bank, N. A. | 1.58% | Add +2.5% | 168,905 | $16.9M |
| Cordgrass Capital Advisors, LLC | 4.05% | Reduce -4.8% | 168,856 | $16.9M |
| Sequoia Financial Advisors, LLC | 0.09% | Add +7.5% | 168,392 | $16.8M |
| Genus Capital Management Inc. | 1.94% | Add +0.1% | 166,800 | $16.7M |
| Lifestyle Asset Management, Inc. | 5.41% | Add +37.7% | 166,381 | $16.6M |
| Fiducient Advisors LLC | 2.05% | Add +4.0% | 165,937 | $16.6M |
| Litman Gregory Wealth Management LLC | 1.21% | Add +1033.8% | 165,573 | $16.5M |
| Peddock Capital Advisors, LLC | 3.46% | Add +20.6% | 165,170 | $16.5M |
| Calamos Wealth Management LLC | 0.58% | Add +11.5% | 165,018 | $16.5M |
| Bryn Mawr Trust Advisors, LLC | 0.79% | Add +130.0% | 164,769 | $16.5M |
| Wealthspire Advisors, LLC | 0.13% | Reduce -55.1% | 164,341 | $16.4M |
| Cerity Partners OCIO LLC | 0.90% | Add +58.8% | 163,688 | $16.3M |
| Twin Focus Capital Partners, LLC | 1.84% | Add +17.4% | 159,772 | $16.0M |
| Providence First Trust Co | 5.48% | Add +8.9% | 158,533 | $15.8M |
| Granite Harbor Advisors, Inc. | 6.69% | Add +7.2% | 158,515 | $15.8M |
| Dakota Wealth Management | 0.28% | Reduce -61.8% | 158,047 | $15.8M |
| Bartlett & Co. Wealth Management LLC | 0.20% | Reduce -2.6% | 155,259 | $15.5M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.37% | Reduce -20.1% | 154,348 | $15.4M |
| Discipline Wealth Solutions, LLC | 2.86% | Add +481.0% | 154,223 | $15.4M |
| ES4, LLC | 10.58% | — | 153,671 | $15.3M |
| Richard W. Paul & Associates, LLC | 5.07% | Add +20.9% | 152,954 | $15.3M |
| Cercano Management LLC | 0.57% | No change | 151,570 | $15.1M |
| Fagan Associates, Inc. | 2.01% | Add +7.9% | 150,975 | $15.1M |
| Onyx Bridge Wealth Group LLC | 1.60% | Reduce -13.6% | 150,449 | $15.0M |
| First Foundation Advisors | 0.56% | Reduce -19.8% | 149,292 | $14.9M |
| Robinswood Financial LLC | 4.77% | Add +3.8% | 149,279 | $14.9M |
| Tide Cove Capital Partners LLC | 10.28% | Add +1.4% | 148,746 | $14.9M |
| Silverleafe Capital Partners, LLC | 4.41% | Reduce -2.0% | 148,767 | $14.9M |
| Wilmington Savings Fund Society, FSB | 0.35% | Add +15.6% | 148,079 | $14.8M |
| Blair William & Co. | 0.04% | Add +15.4% | 147,215 | $14.7M |
| Commerce Bank | 0.08% | Add +6.6% | 146,429 | $14.6M |
| Donaldson Capital Management, LLC | 0.46% | Add +16.8% | 146,381 | $14.6M |
| Prospera Financial Services Inc | 0.24% | Reduce -4.3% | 145,984 | $14.6M |
| MIdWestOne Financial Group, Inc. | 1.62% | Reduce -5.1% | 145,786 | $14.6M |
| Moneta Group Investment Advisors LLC | 0.11% | Add +16.2% | 145,479 | $14.5M |
| Fifth Third Securities, Inc. | 0.94% | Add +4.5% | 144,606 | $14.4M |
| Mullooly Asset Management, Inc. | 5.28% | Add +10.2% | 144,478 | $14.4M |
| Schroder Investment Management Group | 0.01% | Reduce -15.2% | 144,069 | $14.4M |
| Motive Wealth Advisors | 6.14% | Add +0.7% | 144,353 | $14.4M |
| Eagle Strategies LLC | 1.84% | Add +42.0% | 144,270 | $14.4M |
| FC Advisory LLC | 4.14% | Add +3.0% | 144,198 | $14.4M |
| Family Capital Trust Co | 4.69% | Add +0.7% | 143,818 | $14.4M |
| Aquire Wealth Advisors, LLC | 3.73% | Reduce -9.9% | 143,524 | $14.3M |
| Sharp Wealth Advisory, LLC | 7.21% | Add +6.9% | 143,439 | $14.3M |
| Prairieview Wealth Partners, LLC | 12.97% | Add +2.9% | 143,182 | $14.3M |
| Oppenheimer Asset Management Inc. | 0.18% | Reduce -12.1% | 142,686 | $14.3M |
| Vantage Financial Partners, LLC | 2.89% | Reduce -1.1% | 142,343 | $14.2M |
| Diversify Advisory Services, LLC | 0.45% | Add +217.8% | 141,975 | $14.2M |
| rebel Financial LLC | 6.06% | Add +0.0% | 141,986 | $14.2M |
| Montecito Bank & Trust | 2.26% | Reduce -0.5% | 141,826 | $14.2M |
| Global Endowment Management, LP | 1.76% | Add +0.2% | 141,206 | $14.1M |
| Ameliora Wealth Management Ltd. | 4.27% | Add +13.6% | 140,291 | $14.0M |
| High Net Worth Advisory Group LLC | 3.21% | Add +3.5% | 139,637 | $13.9M |
| Evensky & Katz LLC | 0.79% | Add +4.3% | 139,416 | $13.9M |
| CVA Family Office, LLC | 1.60% | Add +22.3% | 139,233 | $13.9M |
| Permanent Capital Management, LP | 2.70% | Add +1.7% | 138,582 | $13.8M |
| Sound Financial Strategies Group, LLC | 9.73% | Reduce -3.1% | 137,922 | $13.8M |
| Mann Financial Group, Inc. | 13.30% | Reduce -0.7% | 137,684 | $13.8M |
| SG Trading Solutions, LLC | 3.17% | — | 136,798 | $13.7M |
| Rothschild Wealth LLC | 1.31% | Add +14.6% | 136,710 | $13.7M |
| Markin Asset Management, LP | 14.90% | — | 135,753 | $13.6M |
| Caldwell Trust Co | 1.20% | Add +18.5% | 135,527 | $13.5M |
| Greenwood Capital Associates LLC | 1.47% | Add +2.1% | 135,525 | $13.5M |
| Brandywine Asset Management, Inc. | 9.46% | — | 135,061 | $13.5M |
| Cynosure Group, LLC | 1.37% | Add +3.3% | 134,659 | $13.4M |
| Modern Wealth Management, LLC | 0.24% | Add +2.0% | 133,937 | $13.4M |
| Sandy Cove Advisors, LLC | 3.95% | Reduce -11.6% | 133,567 | $13.3M |
| Nwam LLC | 0.75% | Add +2.1% | 133,081 | $13.3M |
| Freestate Advisors LLC | 10.80% | Add +4.6% | 133,047 | $13.3M |
| Somnio Financial Group, LLC | 8.69% | Add +3.8% | 131,626 | $13.1M |
| Smith & Howard Wealth Management, LLC | 3.01% | Reduce -3.8% | 131,593 | $13.1M |
| Easterly Investment Partners LLC | 0.81% | No change | 131,350 | $13.1M |
| HB Wealth Management, LLC | 0.09% | Add +2.3% | 131,197 | $13.1M |
| IHT Wealth Management, LLC | 0.32% | Add +11.3% | 131,151 | $13.1M |
| One Day In July LLC | 1.07% | Add +11.5% | 130,638 | $13.0M |
| Slow Capital, Inc. | 1.56% | Add +23.6% | 130,527 | $13.0M |
| Sfam, LLC | 11.77% | — | 128,849 | $12.9M |
| Central Bank & Trust Co. | 1.99% | Add +6.6% | 128,716 | $12.9M |
| TruWealth Advisors, LLC | 0.62% | Add +5.5% | 126,909 | $12.7M |
| WCG Wealth Advisors LLC | 0.35% | Add +83.3% | 126,189 | $12.6M |
| Accelerate Investment Advisors LLC | 8.46% | Add +1.3% | 125,672 | $12.6M |
| Exencial Wealth Advisors, LLC | 0.40% | Add +11.9% | 125,288 | $12.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.19% | Reduce -3.2% | 125,160 | $12.5M |
| Money Concepts Capital Corp. | 0.70% | Reduce -15.5% | 125,064 | $12.5M |
| Walker Financial Services, Inc. | 4.50% | Reduce -20.9% | 124,458 | $12.4M |
| High Note Wealth, LLC | 2.41% | Add +7.3% | 123,228 | $12.3M |
| McGlone Suttner Wealth Management, Inc. | 1.65% | Add +4.8% | 122,640 | $12.2M |
| Frisco Financial Planning LLC | 10.16% | Add +1.4% | 121,653 | $12.2M |
| TCP Asset Management, LLC | 2.02% | Add +6.5% | 120,338 | $12.0M |
| LifePlan Investment Advisors, Inc. | 4.89% | Add +3.6% | 120,122 | $12.0M |
| HTG Investment Advisors, Inc. | 3.68% | Add +4.4% | 120,054 | $12.0M |
| Lighthouse Financial Services Inc. | 2.75% | — | 119,925 | $12.0M |
| LMG Wealth Partners, LLC | 2.23% | Add +0.3% | 119,714 | $12.0M |
| Rakuten Investment Management, Inc. | 0.04% | No change | 118,910 | $11.9M |
| Ieq Capital, LLC | 0.04% | Add +156.4% | 119,047 | $11.9M |
| Catalyst Capital Advisors LLC | 0.24% | Reduce -2.8% | 118,496 | $11.8M |
| Peak Financial Management, Inc. | 3.05% | Add +2.6% | 118,399 | $11.8M |
| PFG Advisors | 0.57% | Add +4.2% | 117,628 | $11.7M |
| Townsend Financial Planning, LLC | 11.74% | — | 117,451 | $11.7M |
| Oldfather Financial Services, LLC | 3.48% | Add +14.2% | 117,091 | $11.7M |
| Founders Grove Wealth Partners, LLC | 2.62% | Add +30.2% | 116,691 | $11.7M |
| Parkway Wealth Management Group, LLC | 1.56% | — | 116,568 | $11.6M |
| Strategic Financial Partners, Ltd. | 5.00% | Add +1.3% | 115,688 | $11.6M |
| Financial & Tax Architects, LLC | 2.59% | Reduce -16.7% | 115,271 | $11.5M |
| Roundview Capital LLC | 0.70% | Add +4.6% | 114,627 | $11.4M |
| Cibc World Market Inc. | 0.02% | Reduce -0.9% | 114,578 | $11.4M |
| Ames National Corp. | 6.66% | Add +5.6% | 113,858 | $11.4M |
| Carbahal Olsen Financial Services Group, LLC | 8.66% | Add +2.5% | 112,938 | $11.3M |
| Smith Shellnut Wilson LLC | 4.32% | Add +4.4% | 112,839 | $11.3M |
| Geneos Wealth Management Inc. | 0.28% | Add +2.2% | 112,635 | $11.2M |
| Van Hulzen Asset Management, LLC | 0.83% | Reduce -0.5% | 112,586 | $11.2M |
| Corepath Wealth Partners LLC | 7.52% | Add +1.3% | 112,087 | $11.2M |
| Colonial Trust Co / SC | 1.49% | Add +16.9% | 111,690 | $11.2M |
| Independent Solutions Wealth Management, LLC | 2.05% | Reduce -4.8% | 111,580 | $11.1M |
| Blue Chip Partners, LLC | 0.81% | Add +1.9% | 111,373 | $11.1M |
| Souders Financial Advisors | 1.27% | Reduce -45.3% | 111,202 | $11.1M |
| CFS Investment Advisory Services, LLC | 0.81% | Add +8.1% | 110,872 | $11.1M |
| Timonier Family Office, LTD. | 3.50% | Add +6.5% | 110,467 | $11.0M |
| Kingswood Wealth Advisors, LLC | 0.53% | Add +92.1% | 109,257 | $10.9M |
| Northwest Bancshares, Inc. | 2.08% | New | 108,021 | $10.8M |
| JT Stratford LLC | 1.38% | Reduce -64.3% | 107,421 | $10.7M |
| Cosner Financial Group, LLC | 5.45% | Add +5.3% | 106,970 | $10.7M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.07% | No change | 106,698 | $10.7M |
| Wescott Financial Advisory Group, LLC | 0.93% | Add +5.5% | 106,819 | $10.7M |
| NorthCoast Asset Management LLC | 0.23% | Reduce -76.9% | 106,257 | $10.6M |
| Clearwater Capital Advisors, LLC | 0.88% | Reduce -19.1% | 105,505 | $10.5M |
| Coastline Trust Co | 0.99% | Add +18.8% | 105,298 | $10.5M |
| Interactive Financial Advisors, Inc. | 6.77% | Reduce -14.0% | 104,866 | $10.5M |
| WealthPlan Investment Management, LLC | 0.67% | Add +63.0% | 104,491 | $10.4M |
| Koenig Investment Advisory, LLC | 8.44% | — | 102,827 | $10.4M |
| CX Institutional | 0.31% | Reduce -34.2% | 103,670 | $10.4M |
| Sonoma Allocations LLC | 3.42% | Add +2196.1% | 103,256 | $10.3M |
| Emergent Wealth Advisors, LLC | 5.79% | Reduce -4.6% | 103,062 | $10.3M |
| Andina Capital Management, LLC | 6.21% | Add +5.4% | 102,860 | $10.3M |
| IFP Advisors, Inc | 0.23% | Add +6.0% | 102,663 | $10.3M |
| RFG Advisory, LLC | 0.19% | Reduce -5.0% | 102,464 | $10.2M |
| OneDigital Investment Advisors LLC | 0.10% | Add +27.0% | 102,457 | $10.2M |
| Integrated Advisors Network LLC | 0.45% | Reduce -4.7% | 102,449 | $10.2M |
| Optas, LLC | 1.59% | Add +24.2% | 102,071 | $10.2M |
| NorthLanding Financial Partners, LLC | 8.12% | Add +8.0% | 101,231 | $10.1M |
| Blankinship & Foster, LLC | 2.17% | Add +0.2% | 100,619 | $10.0M |
| U S Wealth Group, Llc. | 6.61% | Reduce -1.5% | 100,485 | $10.0M |
| LeConte Wealth Management, LLC | 6.53% | Add +15.8% | 100,121 | $10.0M |
| Acima Private Wealth, LLC | 3.08% | Add +26.5% | 99,377 | $9.9M |
| J.W. Cole Advisors, Inc. | 0.24% | Add +0.5% | 131,933 | $9.9M |
| Amtrust Financial Services, Inc. | 3.14% | No change | 98,560 | $9.8M |
| Insigneo Advisory Services, LLC | 0.70% | Add +40.5% | 97,689 | $9.8M |
| NewSquare Capital LLC | 0.86% | Reduce -27.4% | 97,591 | $9.7M |
| Investment Research Partners LLC | 4.17% | Add +5.9% | 97,161 | $9.7M |
| Greykasell Wealth Strategies, Inc. | 3.79% | Add +2.3% | 96,203 | $9.6M |
| Ascentis Independent Advisors | 1.55% | Add +1.6% | 95,916 | $9.6M |
| KMG Fiduciary Partners, LLC | 0.68% | Add +2.9% | 95,641 | $9.6M |
| Legacy PCG, LLC | 5.91% | Reduce -2.2% | 95,584 | $9.5M |
| Chicago Partners Investment Group LLC | 0.23% | Add +14.2% | 94,763 | $9.5M |
| IFG Advisory, LLC | 0.40% | Reduce -2.9% | 92,498 | $9.2M |
| Firestone Capital Management | 1.95% | Add +0.3% | 92,045 | $9.2M |
| Elevation Point Wealth Partners, LLC | 0.44% | Reduce -23.9% | 91,951 | $9.2M |
| Westwood Holdings Group Inc. | 0.08% | Reduce -30.4% | 91,891 | $9.2M |
| Aventus Investment Advisors, Inc. | 7.40% | Add +4.0% | 91,462 | $9.1M |
| Citizens Financial Group Inc. | 0.12% | Add +15.3% | 91,460 | $9.1M |
| Silver Coast Investments LLC | 3.10% | Add +1.9% | 90,098 | $9.0M |
| Westside Investment Management, Inc. | 1.43% | Add +2.6% | 89,622 | $9.0M |
| Addis & Hill, Inc | 5.41% | Add +0.5% | 89,336 | $8.9M |
| B. Riley Wealth Advisors, Inc. | 0.42% | Add +3.3% | 88,287 | $8.8M |
| Capstone Financial Advisors, Inc. | 0.47% | Reduce -3.1% | 88,045 | $8.8M |
| Bowman & Co S.C. | 3.72% | Reduce -11.1% | 87,965 | $8.8M |
| Act Wealth Management, LLC | 2.87% | Add +1.8% | 87,888 | $8.8M |
| Juncture Wealth Strategies, LLC | 2.89% | Add +8.3% | 87,774 | $8.8M |
| Atlas Private Wealth Advisors | 2.04% | Add +8.8% | 87,500 | $8.7M |
| Oasis Advisors, LLC | 4.50% | — | 84,969 | $8.5M |
| NBT Bank, N.A. | 0.55% | Reduce -0.6% | 10,321 | $8.5M |
| Csenge Advisory Group | 0.38% | Reduce -3.1% | 84,679 | $8.5M |
| Accurate Wealth Management, LLC | 1.07% | Add +5.9% | 84,133 | $8.4M |
| FDx Advisors, Inc. | 4.29% | Reduce -4.6% | 84,197 | $8.4M |
| Stonehaven Wealth & Tax Solutions, LLC | 7.54% | Add +3.3% | 83,991 | $8.4M |
| Boomfish Wealth Group, LLC | 4.48% | Add +16.1% | 83,947 | $8.4M |
| Storen Legacy Partners, LLC | 2.63% | — | 83,903 | $8.4M |
| Midwestern Financial, LLC | 6.90% | Add +4.2% | 83,522 | $8.3M |
| Durante & Waters, LLC | 5.81% | Add +3.4% | 83,449 | $8.3M |
| Heritage Financial Services, LLC | 0.70% | Add +6.3% | 83,382 | $8.3M |
| Financial Planning Navigators CORP | 3.81% | — | 83,053 | $8.3M |
| Edgestream Partners, L.P. | 0.23% | Reduce -12.2% | 82,799 | $8.3M |
| Columbus Macro, LLC | 0.90% | Reduce -9.9% | 82,500 | $8.2M |
| Glassy Mountain Advisors, Inc. | 2.49% | Add +9.0% | 82,368 | $8.2M |
| Range Advisory, LLC | 2.09% | — | 81,066 | $8.1M |
| Avantax Planning Partners, Inc. | 0.23% | Reduce -4.5% | 80,970 | $8.1M |
| Arete Wealth Advisors, LLC | 0.56% | Reduce -5.0% | 80,553 | $8.0M |
| Farmers & Merchants Investments Inc. | 0.22% | Add +12.8% | 80,194 | $8.0M |
| Chesley Taft & Associates LLC | 0.32% | Add +4.3% | 79,983 | $8.0M |
| Facet Wealth, Inc. | 0.14% | Add +0.8% | 79,750 | $8.0M |
| GeoWealth Management, LLC | 0.29% | Add +71.1% | 79,712 | $8.0M |
| KFA Private Wealth Group, LLC | 1.92% | Reduce -1.6% | 78,922 | $7.9M |
| TBH Global Asset Management, LLC | 1.31% | Reduce -16.8% | 78,893 | $7.9M |
| Pinnacle Financial Group, LLC / IL | 2.29% | Add +12.6% | 78,849 | $7.9M |
| Capstone Capital Management Ltd | 7.54% | — | 78,553 | $7.8M |
| Destiny Capital Corp | 4.03% | Add +2.0% | 78,437 | $7.8M |
| GM Advisory Group, LLC | 0.31% | Reduce -5.3% | 78,321 | $7.8M |
| Wayfinding Financial, LLC | 3.31% | Reduce -6.6% | 78,237 | $7.8M |
| Livet Wealth, LLC | 4.78% | — | 77,631 | $7.8M |
| Private Client Services, LLC | 2.42% | Add +12.3% | 77,552 | $7.7M |
| TPG Advisors LLC | 4.80% | Add +15.1% | 77,270 | $7.7M |
| Kovack Advisors, Inc. | 0.36% | Add +24.5% | 76,515 | $7.6M |
| Erickson Financial Group, LLC | 4.68% | Add +8.4% | 76,352 | $7.6M |
| Epiq Partners, LLC | 3.65% | Reduce -16.1% | 75,996 | $7.6M |
| Main Management LLC | 0.54% | Add +8.8% | 75,780 | $7.6M |
| Crabel Capital Management, LLC | 5.68% | Add +47.7% | 75,181 | $7.5M |
| Sovran Advisors, LLC | 0.64% | Add +14.9% | 74,896 | $7.5M |
| AE Wealth Management LLC | 0.04% | Add +9.6% | 75,123 | $7.5M |
| Global Assets Advisory, LLC | 2.15% | Add +19.5% | 75,110 | $7.5M |
| Hillcrest Wealth Advisors - NY, LLC | 3.21% | Add +7.4% | 74,775 | $7.5M |
| Alamar Capital Management, LLC | 4.10% | Add +10.7% | 74,485 | $7.4M |
| National Bank of Canada | 0.01% | Reduce -28.9% | 74,459 | $7.4M |
| MN Wealth Advisors, LLC | 3.76% | Add +3.9% | 74,436 | $7.4M |
| Sellwood Investment Partners LLC | 2.90% | Add +35.7% | 74,396 | $7.4M |
| Harpswell Capital Advisors, LLC | 5.86% | Add +1744.6% | 73,970 | $7.4M |
| Palladiem, LLC | 7.00% | — | 73,776 | $7.4M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Reduce -2.6% | 73,890 | $7.4M |
| MKD Wealth Coaches, LLC | 7.33% | Add +0.6% | 73,424 | $7.3M |
| Cedar Mountain Advisors, LLC | 1.41% | Add +1.1% | 73,346 | $7.3M |
| Ashton Thomas Private Wealth, LLC | 0.18% | Add +3.8% | 73,053 | $7.3M |
| Vericrest Private Wealth | 6.47% | — | 72,847 | $7.3M |
| All Terrain Financial Advisors, LLC | 2.23% | Reduce -0.7% | 72,774 | $7.3M |
| BlueSky Wealth Advisors, LLC | 0.95% | Reduce -1.4% | 72,500 | $7.2M |
| ATLas Financial Planning LLC | 7.10% | — | 72,376 | $7.2M |
| Harbour Investments, Inc. | 0.15% | Reduce -51.1% | 72,137 | $7.2M |
| Systematic Alpha Investments, LLC | 0.22% | No change | 72,000 | $7.2M |
| Plimoth Trust Co. LLC | 1.60% | Reduce -1.7% | 71,737 | $7.2M |
| Ausdal Financial Partners, Inc. | 0.33% | Reduce -21.7% | 71,655 | $7.2M |
| REDW Wealth LLC | 2.73% | Reduce -8.7% | 71,583 | $7.1M |
| Cibc World Markets Corp. | 0.04% | — | 71,580 | $7.1M |
| Astoria Strategic Wealth, Inc. | 1.79% | Reduce -0.4% | 71,234 | $7.1M |
| Neuberger Berman Group LLC | 0.01% | Add +538.7% | 70,887 | $7.1M |
| Tillman Hartley LLC | 1.78% | Add +0.3% | 70,868 | $7.1M |
| LGL Partners, LLC | 3.01% | Add +0.2% | 70,715 | $7.1M |
| Northeast Financial Group, Inc. | 1.77% | Add +0.6% | 70,563 | $7.0M |
| Jackson Hole Capital Partners, LLC | 1.21% | Reduce -4.3% | 70,548 | $7.0M |
| Heritage Family Offices, LLP | 3.18% | Add +8.8% | 70,029 | $7.0M |
| City State Bank | 1.91% | Add +3.4% | 69,842 | $7.0M |
| StoneX Group Inc. | 0.30% | Reduce -23.4% | 69,577 | $7.0M |
| Naples Global Advisors, LLC | 0.52% | Add +4.9% | 69,479 | $6.9M |
| Summit Wealth Group, LLC | 1.62% | Add +0.3% | 69,424 | $6.9M |
| PFW Advisors LLC | 2.08% | Add +4.3% | 69,051 | $6.9M |
| Curry Webb Wealth Management LLC | 3.41% | — | 68,792 | $6.9M |
| Sovereign Investment Advisors, LLC | 1.72% | Add +0.6% | 68,708 | $6.9M |
| WealthSpring Partners, LLC | 6.96% | — | 68,060 | $6.8M |
| Invesco Ltd. | 0.00% | Reduce -11.1% | 67,379 | $6.7M |
| Redwood Park Advisors LLC | 4.57% | Add +0.8% | 67,303 | $6.7M |
| Regal Investment Advisors LLC | 0.40% | Reduce -17.9% | 67,286 | $6.7M |
| Johnson Financial Group, Inc. | 0.25% | Add +2.8% | 67,023 | $6.7M |
| AlTi Global, Inc. | 0.14% | Add +5.4% | 66,648 | $6.7M |
| RKL Wealth Management LLC | 0.55% | Add +0.8% | 66,637 | $6.7M |
| Stratos Wealth Advisors, LLC | 0.32% | Reduce -63.3% | 66,086 | $6.6M |
| CBM Financial, LLC | 4.48% | — | 65,382 | $6.6M |
| Croban | 3.17% | Add +73.3% | 65,914 | $6.6M |
| Arrow Financial Corp | 0.65% | Reduce -0.1% | 64,846 | $6.5M |
| Counterweight Ventures, LLC | 3.62% | Add +18.7% | 64,595 | $6.5M |
| Gemmer Asset Management LLC | 0.49% | Add +4.4% | 63,938 | $6.4M |
| XML Financial, LLC | 0.52% | Add +16.2% | 63,505 | $6.3M |
| Linscomb Wealth, Inc. | 0.27% | Reduce -2.1% | 63,256 | $6.3M |
| DMC Group, LLC | 4.19% | Add +0.8% | 62,962 | $6.3M |
| Marquette Associates, Inc. | 8.00% | No change | 62,542 | $6.2M |
| SouthState Bank Corp | 0.28% | Add +160.6% | 62,333 | $6.2M |
| Waterloo Capital, L.P. | 0.45% | Add +2.1% | 62,329 | $6.2M |
| Whittier Trust Co. | 0.07% | Reduce -1.6% | 62,143 | $6.2M |
| FourThought Financial Partners, LLC | 0.52% | Add +12.4% | 62,087 | $6.2M |
| Silver Grove Financial Group, Inc. | 5.32% | Add +4.6% | 61,506 | $6.1M |
| Blue Barn Wealth, LLC | 8.89% | Reduce -49.4% | 61,088 | $6.1M |
| Grove Bank & Trust | 0.69% | Add +7.0% | 60,976 | $6.1M |
| Midwest Professional Planners, LTD. | 1.44% | Add +4.2% | 60,878 | $6.1M |
| Valeo Financial Advisors, LLC | 0.14% | Add +1.5% | 60,803 | $6.1M |
| Cary Street Partners Financial LLC | 0.15% | Add +22.6% | 60,317 | $6.0M |
| James Investment Research, Inc. | 0.66% | Add +7.9% | 60,265 | $6.0M |
| CreativeOne Wealth, LLC | 0.15% | Reduce -17.5% | 60,131 | $6.0M |
| Element Wealth, LLC | 2.48% | Reduce -2.1% | 59,954 | $6.0M |
| River's Edge Wealth Management, LLC | 5.81% | — | 58,925 | $6.0M |
| Oppenheimer & Co. Inc. | 0.08% | Reduce -46.4% | 59,488 | $5.9M |
| Lanark Financial, Inc. | 0.45% | Add +30.1% | 59,388 | $5.9M |
| JGP Wealth Management, LLC | 0.61% | Add +21.6% | 58,960 | $5.9M |
| Laird Norton Wetherby Trust Company, LLC | 0.12% | New | 58,853 | $5.9M |
| Valley Forge Investment Consultants Inc. Adv | 1.70% | Add +3.7% | 58,473 | $5.8M |
| Golden Bell Financial Planning LLC | 4.84% | Add +0.8% | 58,213 | $5.8M |
| Independent Advisor Alliance | 0.14% | Reduce -7.0% | 57,898 | $5.8M |
| Shelter Mutual Insurance Co | 1.28% | No change | 57,660 | $5.8M |
| Sharper & Granite LLC | 2.03% | Add +16.3% | 57,597 | $5.8M |
| Belpointe Asset Management LLC | 0.21% | Reduce -3.4% | 57,224 | $5.7M |
| Avidian Wealth Enterprises, LLC | 0.21% | Reduce -5.5% | 57,148 | $5.7M |
| Tobias Financial Advisors, Inc. | 0.81% | Reduce -2.3% | 57,054 | $5.7M |
| Capital Management Associates, Inc | 1.25% | Add +33.1% | 56,679 | $5.7M |
| Asset Allocation Strategies LLC | 1.05% | Reduce -32.2% | 56,549 | $5.6M |
| Blueprint Investment Partners LLC | 0.60% | Reduce -4.6% | 56,226 | $5.6M |
| Toews Corp. | 0.81% | Reduce -5.2% | 56,024 | $5.6M |
| Canvas Wealth Advisors, LLC | 0.94% | Add +9.3% | 55,444 | $5.5M |
| Apollon Wealth Management, LLC | 0.10% | Reduce -4.7% | 55,426 | $5.5M |
| Empower Advisory Group, LLC | 0.01% | Add +6.5% | 54,759 | $5.5M |
| Moneda S.A. Administradora General de Fondos | 4.91% | Add +1.9% | 54,750 | $5.5M |
| Blueprint Financial Advisors LLC | 0.83% | Reduce -6.9% | 54,744 | $5.5M |
| Ancora Advisors LLC | 0.11% | Reduce -8.2% | 54,686 | $5.5M |
| Canal Capital Management, LLC | 0.77% | Add +200.9% | 54,549 | $5.4M |
| WealthTrust Asset Management, LLC | 3.77% | Add +3.0% | 54,026 | $5.4M |
| CPR Investments Inc. | 3.62% | Add +205.1% | 53,934 | $5.4M |
| Glenview Trust Co | 0.08% | Add +5.5% | 53,894 | $5.4M |
| Merkkuri Wealth Advisors LLC | 3.64% | Add +46.1% | 53,490 | $5.3M |
| Genesis Private Wealth, LLC | 1.66% | New | 53,403 | $5.3M |
| Kastel Capital Advisors, LLC | 3.25% | — | 52,953 | $5.3M |
| Wealth Enhancement Trust Services, Inc. | 0.67% | — | 52,887 | $5.3M |
| Bedell Frazier Investment Counselling, LLC | 1.01% | Add +47.4% | 52,466 | $5.2M |
| Columbia Bank | 1.45% | Reduce -8.0% | 52,131 | $5.2M |
| Invested Advisors | 5.39% | Add +6.1% | 52,112 | $5.2M |
| Jackson, Grant Investment Advisers, Inc. | 1.71% | Add +5.4% | 51,980 | $5.2M |
| Aspect Partners, LLC | 2.27% | Add +6.3% | 51,843 | $5.2M |
| Savant Capital, LLC | 0.03% | Reduce -3.7% | 51,464 | $5.1M |
| Modus Advisors, LLC | 1.35% | Add +9.7% | 51,381 | $5.1M |
| Coign Capital Advisors LLC | 2.68% | Add +3.9% | 51,301 | $5.1M |
| Barclays PLC | 0.00% | Add +11240.7% | 51,033 | $5.1M |
| Bessemer Group Inc. | 0.01% | Add +197.5% | 50,961 | $5.1M |
| MorganRosel Wealth Management, LLC | 1.27% | Add +19.4% | 50,802 | $5.1M |
| Sax Wealth Advisors, LLC | 0.24% | Add +257.8% | 50,763 | $5.1M |
| SteelPeak Wealth, LLC | 0.17% | Add +72.7% | 50,752 | $5.1M |
| Stone Wealth Partners | 4.51% | — | 50,715 | $5.1M |
| Newport Capital Group, LLC | 3.09% | Add +13.1% | 50,686 | $5.1M |
| Arrien Investments, Inc. | 2.85% | Reduce -25.2% | 50,676 | $5.1M |
| Lynch Investment Planning, LLC | 4.85% | — | 50,644 | $5.1M |
| Innova Wealth Partners | 2.54% | Reduce -8.0% | 50,403 | $5.0M |
| Joseph P. Lucia & Associates, LLC | 1.81% | Add +15.1% | 50,174 | $5.0M |
| Synergy Asset Management, LLC | 0.52% | Reduce -71.8% | 50,056 | $5.0M |
| Cadia Private Client LLC | 3.94% | — | 49,724 | $5.0M |
| Wise Wealth Partners | 7.09% | Add +8.8% | 49,448 | $4.9M |
| Impact Capital Partners LLC | 1.45% | Add +1.7% | 48,865 | $4.9M |
| Canton Hathaway, LLC | 0.94% | No change | 48,700 | $4.9M |
| Patriot Financial Group Insurance Agency, LLC | 0.57% | Add +6.1% | 48,099 | $4.8M |
| BLB&B Advisors, LLC | 0.20% | Reduce -66.0% | 48,097 | $4.8M |
| PFG Investments, LLC | 0.23% | Add +4.0% | 48,015 | $4.8M |
| Arcadia Wealth Management, LLC | 1.78% | Add +0.5% | 47,893 | $4.8M |
| IFS Advisors, LLC | 2.48% | Add +21.8% | 47,702 | $4.8M |
| Rehmann Capital Advisory Group | 0.25% | Reduce -25.1% | 47,659 | $4.8M |
| Compagnie Lombard Odier SCmA | 0.05% | Add +8.7% | 47,617 | $4.8M |
| Continental Investors Services, Inc. | 6.11% | Add +11.8% | 46,621 | $4.7M |
| Little House Capital LLC | 1.18% | Reduce -4.2% | 47,243 | $4.7M |
| 1ST Source Bank | 0.25% | Reduce -5.7% | 47,162 | $4.7M |
| Proficio Capital Partners LLC | 0.33% | Reduce -10.6% | 47,054 | $4.7M |
| Thompson Investment Management, Inc. | 0.59% | Add +11.5% | 46,868 | $4.7M |
| Logan Stone Capital, LLC | 1.15% | Reduce -8.9% | 46,805 | $4.7M |
| PKS Advisory Services, LLC | 1.07% | Reduce -3.4% | 46,800 | $4.7M |
| Nvwm, LLC | 1.02% | Add +140.9% | 46,797 | $4.7M |
| Quattro Financial Advisors LLC | 1.39% | No change | 46,655 | $4.7M |
| Arbor Trust Wealth Advisors, LLC | 2.04% | Add +7.1% | 46,652 | $4.7M |
| Endeavor Private Wealth, Inc. | 1.33% | Reduce -16.8% | 46,541 | $4.6M |
| Park Place Capital Corp | 0.96% | Reduce -13.2% | 46,399 | $4.6M |
| Ullmann Wealth Partners Group, LLC | 0.48% | Add +0.0% | 46,053 | $4.6M |
| Kagan Cocozza Asset Management | 3.28% | Reduce -0.5% | 46,234 | $4.6M |
| Legacy Edge Advisors, LLC | 0.50% | Add +9.8% | 45,891 | $4.6M |
| Flagship Private Wealth, LLC | 1.80% | Add +9.4% | 45,721 | $4.6M |
| First National Bank of Omaha | 0.13% | Add +2.0% | 45,571 | $4.6M |
| United Advisor Group, LLC | 0.58% | Reduce -0.3% | 45,378 | $4.5M |
| Alps Advisors Inc. | 0.03% | No change | 45,215 | $4.5M |
| Patten Group, Inc. | 0.83% | Add +63.0% | 45,038 | $4.5M |
| Paladin Partners, LLC | 3.34% | — | 44,819 | $4.5M |
| Forum Private Client Group LLC | 1.53% | Reduce -5.0% | 44,803 | $4.5M |
| Northern Lights Advisors, Inc. | 3.07% | — | 44,763 | $4.5M |
| Ironwood Financial, llc | 0.76% | Reduce -6.1% | 44,612 | $4.5M |
| Elevation Wealth Partners, LLC | 1.58% | Add +0.1% | 44,628 | $4.5M |
| Ti-Trust, Inc. | 2.75% | Add +3.0% | 44,581 | $4.5M |
| Raffa Wealth Management, LLC | 0.68% | Add +3.1% | 44,546 | $4.4M |
| Penney Financial, LLC | 1.71% | Add +6.6% | 44,448 | $4.4M |
| Sound View Wealth Advisors Group, LLC | 0.30% | Add +2.5% | 44,439 | $4.4M |
| Conservest Capital Advisors, Inc. | 0.40% | Add +0.7% | 43,964 | $4.4M |
| Koshinski Asset Management, Inc. | 0.28% | Add +85.3% | 43,866 | $4.4M |
| Bluestem Financial Advisors, LLC | 1.69% | Reduce -2.5% | 43,820 | $4.4M |
| Equity Wealth Partners, LLC | 2.83% | Reduce -0.4% | 43,751 | $4.4M |
| Parallax Volatility Advisers, L.P. | 0.15% | No change | 43,651 | $4.4M |
| Wall Street Financial Group, Inc. | 3.16% | Add +40.6% | 43,453 | $4.3M |
| Cannon Wealth Management Services, LLC | 3.05% | Add +2.0% | 43,310 | $4.3M |
| AtlasMark Financial, Inc | 2.79% | Reduce -7.4% | 43,214 | $4.3M |
| Fsa Wealth Partners, Inc. | 1.55% | Add +74.7% | 43,155 | $4.3M |
| Indivisible Partners | 0.46% | — | 42,901 | $4.3M |
| Leuthold Group, LLC | 0.46% | Reduce -10.5% | 42,755 | $4.3M |
| DAVENPORT & Co LLC | 0.02% | Add +10.1% | 42,524 | $4.2M |
| 5T Wealth, LLC | 1.69% | Add +7.7% | 42,365 | $4.2M |
| Snowden Capital Advisors LLC | 0.11% | Add +12.1% | 42,085 | $4.2M |
| Flagstar Securities, Inc. | 1.41% | Reduce -45.8% | 42,084 | $4.2M |
| E&G Advisors, LLC | 0.94% | Add +2.8% | 42,048 | $4.2M |
| Fortis Capital Advisors, LLC | 0.62% | Add +11.3% | 42,011 | $4.2M |
| Accel Wealth Management | 1.14% | Add +5.2% | 41,761 | $4.2M |
| Pathstone Holdings, LLC | 0.02% | Reduce -0.4% | 41,430 | $4.1M |
| Salem Investment Counselors Inc. | 0.12% | Reduce -3.0% | 41,395 | $4.1M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Reduce -51.5% | 41,136 | $4.1M |
| Pinnacle Wealth Planning Services, Inc. | 0.43% | Reduce -12.1% | 41,014 | $4.1M |
| Wealthcare Capital Partners, LLC | 1.92% | Add +5.2% | 40,985 | $4.1M |
| Evercore Wealth Management, LLC | 0.06% | Add +3.0% | 40,936 | $4.1M |
| WBH Advisory Inc. | 0.30% | Reduce -0.9% | 40,715 | $4.1M |
| Quadrant Capital Group LLC | 0.12% | Add +13.9% | 40,641 | $4.1M |
| Tactive Advisors, LLC | 1.18% | Reduce -2.3% | 40,469 | $4.0M |
| TD Waterhouse Canada Inc. | 0.03% | Add +8.6% | 40,378 | $4.0M |
| TritonPoint Partners, LLC | 2.13% | — | 39,876 | $4.0M |
| Pursuit Wealth Strategies, LLC | 5.56% | — | 39,652 | $4.0M |
| Signal Advisors Wealth, LLC | 0.31% | Reduce -11.3% | 39,483 | $3.9M |
| Old Mission Capital LLC | 0.15% | New | 39,371 | $3.9M |
| Intrepid Capital Management Inc. | 1.89% | Add +0.7% | 39,218 | $3.9M |
| Curated Wealth Partners LLC | 0.42% | New | 39,175 | $3.9M |
| Family Investment Center, Inc. | 0.79% | Add +0.0% | 39,143 | $3.9M |
| M Holdings Securities, Inc. | 0.28% | New | 39,018 | $3.9M |
| Legacy Wealth Management, LLC | 0.22% | Reduce 0.0% | 38,943 | $3.9M |
| LPWM LLC | 0.98% | Add +13.8% | 38,925 | $3.9M |
| KG Capital Management | 1.00% | Add +1.2% | 38,754 | $3.9M |
| Capital Advisors Wealth Management, LLC | 0.53% | Reduce -3.3% | 38,710 | $3.9M |
| Atwater Malick LLC | 1.06% | Add +39.6% | 38,580 | $3.9M |
| EFG International AG | 0.07% | — | 38,551 | $3.9M |
| Sincerus Advisory, LLC | 3.09% | Add +7.0% | 38,439 | $3.8M |
| Lake Street Private Wealth, LLC | 0.47% | Reduce -1.0% | 38,424 | $3.8M |
| GuidedMoney, LLC | 2.04% | — | 38,322 | $3.8M |
| North Berkeley Wealth Management, LLC | 2.26% | Add +66.9% | 38,310 | $3.8M |
| Heartland Advisors Inc. | 0.21% | No change | 38,258 | $3.8M |
| Western Wealth Management, LLC | 0.18% | Add +219.3% | 38,188 | $3.8M |
| Dynamic Advisor Solutions LLC | 0.12% | Add +1.4% | 38,183 | $3.8M |
| Compass Ion Advisors, LLC | 0.36% | Reduce -2.3% | 37,974 | $3.8M |
| First Manhattan Co. Llc. | 0.01% | Reduce -32.0% | 37,965 | $3.8M |
| Liberty Atlantic Advisors LLC | 3.71% | — | 37,857 | $3.8M |
| Hudson Oak Wealth Advisory LLC | 3.33% | — | 37,845 | $3.8M |
| Godfrey Financial Associates, Inc. | 3.27% | — | 37,828 | $3.8M |
| Edge Financial Advisors LLC | 1.59% | Add +0.1% | 37,794 | $3.8M |
| Forteris Wealth Management Inc. | 3.71% | — | 37,699 | $3.8M |
| Granite Bay Wealth Management, LLC | 0.91% | Add +17.9% | 37,673 | $3.8M |
| MPS Loria Financial Planners, LLC | 0.97% | Add +4.2% | 37,667 | $3.8M |
| Tradition Wealth Management, LLC | 0.27% | Add +3.0% | 37,392 | $3.7M |
| Stonekeep Investments, LLC | 2.39% | Reduce -0.5% | 37,357 | $3.7M |
| Charter Capital Management, LLC\DE | 1.92% | Add +1.4% | 37,268 | $3.7M |
| Davidson Trust Co. | 1.55% | Add +10.4% | 37,130 | $3.7M |
| Waycross Partners, LLC | 0.30% | No change | 37,110 | $3.7M |
| FineMark National Bank & Trust | 0.12% | Add +13.6% | 37,033 | $3.7M |
| Exchange Bank | 2.54% | Reduce -0.6% | 36,775 | $3.7M |
| Wealth Management Associates, Inc. | 1.28% | Add +5.6% | 36,745 | $3.7M |
| First American Trust, FSB | 0.25% | Reduce -8.4% | 36,721 | $3.7M |
| FFT Wealth Management LLC | 0.70% | Reduce -25.2% | 36,691 | $3.7M |
| Randall & Associates Wealth Management | 2.54% | Add +4.0% | 36,674 | $3.7M |
| Sterling Investment Advisors LLC | 1.77% | Add +13.3% | 36,644 | $3.7M |
| Mechanics Bank Trust Department | 0.48% | Reduce -1.4% | 36,641 | $3.7M |
| Westfuller Advisors, LLC | 1.48% | Add +35.0% | 36,632 | $3.7M |
| Stewardship Advisors, LLC | 0.84% | Add +37.6% | 36,577 | $3.7M |
| DT Investment Partners, LLC | 0.30% | Reduce -84.4% | 36,482 | $3.6M |
| Innovative Wealth Building LLC | 2.65% | Reduce -2.8% | 36,461 | $3.6M |
| OpenArc Corporate Advisory, LLC | 0.06% | — | 36,451 | $3.6M |
| Cornerstone Advisors Asset Management, LLC | 0.59% | Reduce -0.1% | 36,373 | $3.6M |
| TFB Advisors LLC | 1.01% | Add +9.7% | 36,242 | $3.6M |
| Intergy Private Wealth, LLC | 1.09% | Reduce -3.8% | 36,083 | $3.6M |
| Maxele Advisors, LLC | 2.92% | Reduce -0.3% | 35,956 | $3.6M |
| CENTRAL TRUST Co | 0.07% | Add +57.8% | 35,913 | $3.6M |
| Vista Investment Partners Ii, LLC | 1.53% | Add +9.4% | 35,604 | $3.6M |
| NYL Investors LLC | 1.21% | Add +2.6% | 35,571 | $3.6M |
| Pacific Park Financial, Inc. | 2.22% | — | 35,534 | $3.5M |
| Topor & Co. Korea | 2.66% | — | 35,354 | $3.5M |
| J.Safra Asset Management Corp | 0.18% | Add +20.8% | 35,315 | $3.5M |
| Tailwinds Wealth, LLC | 3.78% | — | 35,138 | $3.5M |
| Financial Strategies Group, Inc. | 0.63% | Add +0.0% | 35,061 | $3.5M |
| American State Bank (Iowa) | 1.68% | Add +11.4% | 34,994 | $3.5M |
| Compton Financial Group, LLC | 0.78% | Reduce -16.9% | 34,685 | $3.5M |
| Advisor OS, LLC | 0.28% | Reduce -11.4% | 34,515 | $3.4M |
| Chandler Asset Management, Inc. | 0.55% | No change | 34,482 | $3.4M |
| Simplicity Wealth,LLC | 0.20% | Add +5.1% | 34,277 | $3.4M |
| Burke & Herbert Bank & Trust Co. | 0.94% | Reduce -45.2% | 34,185 | $3.4M |
| Adirondack Trust Co. | 1.12% | No change | 34,098 | $3.4M |
| Quantum Financial Planning Services, Inc. | 1.23% | New | 34,024 | $3.4M |
| Oxinas Partners, LLC | 1.63% | Add +8.4% | 33,955 | $3.4M |
| Envision Financial LLC | 1.77% | Add +27.3% | 33,577 | $3.4M |
| Stronghold Wealth Management L.L.C. | 4.94% | — | 33,479 | $3.3M |
| Wellington-Altus USA Inc. | 2.48% | — | 33,454 | $3.3M |
| CAP Partners, LLC | 1.86% | Add +8.5% | 32,946 | $3.3M |
| DecisionMap Wealth Management, LLC | 2.03% | Add +7.5% | 32,901 | $3.3M |
| Gryphon Financial Partners LLC | 0.35% | Add +3.3% | 32,901 | $3.3M |
| Bigelow Investment Advisors, LLC | 1.27% | Add +8.5% | 32,566 | $3.3M |
| Winthrop Capital Management, LLC | 0.76% | Reduce -19.9% | 32,506 | $3.2M |
| NDWM LLC | 2.13% | Add +7.4% | 32,204 | $3.2M |
| Midwest Trust Co | 0.04% | Add +1.4% | 32,095 | $3.2M |
| First Trust Advisors LP | 0.00% | Add +3.6% | 32,078 | $3.2M |
| Smith, Moore & Co. | 0.24% | Reduce -1.1% | 32,061 | $3.2M |
| Hopwood Nicholas Hunter | 1.03% | — | 31,705 | $3.2M |
| Integrated Investment Consultants, LLC | 0.62% | Add +62.2% | 31,656 | $3.2M |
| Private Trust Co. NA | 0.28% | Add +15.0% | 31,632 | $3.2M |
| Madrona Financial Services, LLC | 0.67% | Reduce -0.2% | 31,513 | $3.1M |
| Cheviot Value Management, LLC | 0.31% | Reduce -11.0% | 31,355 | $3.1M |
| Simmons Bank | 0.21% | Reduce -24.4% | 31,367 | $3.1M |
| CGN Advisors LLC | 0.25% | Add +3.1% | 31,304 | $3.1M |
| Michels Family Financial, LLC | 2.29% | Add +5.8% | 31,258 | $3.1M |
| Capital Financial Group Inc\co\ | 1.73% | — | 31,110 | $3.1M |
| Soltis Investment Advisors LLC | 0.20% | Add +11.1% | 30,931 | $3.1M |
| Saxon Interests, Inc. | 1.09% | Add +13.4% | 30,879 | $3.1M |
| Long Run Wealth Advisors, LLC | 0.58% | Add +2.2% | 30,850 | $3.1M |
| Compass Financial Group, Inc. | 1.36% | Reduce -0.6% | 30,770 | $3.1M |
| Wingate Wealth Advisors, Inc. | 1.71% | Reduce -0.6% | 30,756 | $3.1M |
| Accredited Investors Inc. | 0.16% | Add +5.0% | 30,597 | $3.1M |
| Larry Mathis Financial Planning, LLC | 2.69% | — | 30,524 | $3.0M |
| Northstar Advisory Group, LLC | 1.08% | Reduce -0.2% | 30,517 | $3.0M |
| Stock Yards Bank & Trust Co. | 0.09% | Reduce -3.0% | 30,486 | $3.0M |
| Capital Advisory Group Advisory Services, LLC | 0.88% | Reduce -0.4% | 30,071 | $3.0M |
| Dearborn Partners LLC | 0.15% | Add +65.3% | 29,888 | $3.0M |
| Alhambra Investment Management LLC | 1.38% | Reduce -1.3% | 29,649 | $3.0M |
| Merited Wealth, LLC | 2.74% | — | 29,635 | $3.0M |
| Hickory Point Bank & Trust | 2.14% | No change | 29,550 | $3.0M |
| American National Bank & Trust | 0.28% | Add +2.3% | 29,461 | $2.9M |
| U.S. Capital Wealth Advisors, LLC | 0.08% | Reduce -1.7% | 29,401 | $2.9M |
| Family Wealth Partners, LLC | 1.06% | Reduce -6.8% | 29,399 | $2.9M |
| LYNX Capital Group Ltd. | 1.34% | Reduce -0.0% | 29,327 | $2.9M |
| Laurel Oak Wealth Management, LLC | 0.49% | — | 29,223 | $2.9M |
| AMG National Trust Bank | 0.07% | Reduce -2.4% | 29,210 | $2.9M |
| Arista Wealth Management, LLC | 0.36% | Reduce -24.9% | 29,173 | $2.9M |
| Maia Wealth LLC | 0.50% | Reduce -3.5% | 28,930 | $2.9M |
| Global Trust Wealth Management LLC | 2.15% | — | 29,080 | $2.9M |
| Measured Wealth Private Client Group, LLC | 0.77% | Add +16.8% | 29,020 | $2.9M |
| Heritage Wealth Management, Inc. | 1.87% | Add +69.1% | 28,873 | $2.9M |
| SC&H Financial Advisors, Inc. | 0.45% | Add +9.4% | 28,855 | $2.9M |
| Valpey Financial Services, LLC | 1.83% | Add +0.5% | 28,763 | $2.9M |
| First Interstate Bank | 0.15% | Add +1.1% | 28,708 | $2.9M |
| Pettyjohn, Wood & White, Inc. | 0.45% | Add +2.8% | 28,640 | $2.9M |
| Fairway Wealth LLC | 0.77% | Add +8.0% | 28,623 | $2.9M |
| SYM FINANCIAL Corp | 0.29% | Add +4.6% | 28,573 | $2.9M |
| Vernal Point Advisors, LLC | 1.17% | Reduce -67.5% | 28,384 | $2.8M |
| Invera Wealth Advisors, LLC | 1.78% | Add +16.1% | 28,271 | $2.8M |
| Retirement Systems of Alabama | 0.01% | Add +2.9% | 27,899 | $2.8M |
| Miramontes Capital, LLC | 0.95% | — | 27,846 | $2.8M |
| JHP Wealth Management, LLC | 2.69% | — | 27,816 | $2.8M |
| Leavell Investment Management, Inc. | 0.12% | Add +10.6% | 27,732 | $2.8M |
| Delos Wealth Advisors, LLC | 1.83% | Add +1.9% | 27,724 | $2.8M |
| Balefire, LLC | 0.54% | Add +134.7% | 27,602 | $2.8M |
| Private Wealth Asset Management, LLC | 0.30% | Add +19.0% | 27,572 | $2.8M |
| Hoxton Planning & Management, LLC | 0.82% | Reduce -2.5% | 27,505 | $2.7M |
| Elevatus Welath Management | 0.75% | Add +346.7% | 27,425 | $2.7M |
| Stockman Wealth Management, Inc. | 0.32% | Add +2.5% | 27,187 | $2.7M |
| Cooksen Wealth, LLC | 1.98% | Add +3.1% | 27,089 | $2.7M |
| Cypress Capital Group | 0.30% | Add +4.5% | 26,898 | $2.7M |
| Total Investment Management Inc. | 0.34% | Reduce -3.0% | 26,783 | $2.7M |
| Premier Path Wealth Partners, LLC | 0.34% | Add +140.1% | 26,706 | $2.7M |
| Rockland Trust Co. | 0.10% | Reduce -20.8% | 26,600 | $2.7M |
| Rik Saylor Financial, Inc. | 1.94% | Reduce -0.8% | 26,492 | $2.6M |
| Apollon Financial, LLC | 0.38% | Add +185.2% | 26,467 | $2.6M |
| Triad Wealth Partners, LLC | 0.25% | Reduce -3.1% | 26,395 | $2.6M |
| Aries Wealth Management | 0.58% | Add +19.2% | 26,264 | $2.6M |
| WealthShield Partners, LLC | 0.29% | Add +18.7% | 26,251 | $2.6M |
| Avior Wealth Management, LLC | 0.08% | Add +74.9% | 26,159 | $2.6M |
| NTV Asset Management LLC | 0.27% | Add +4.4% | 25,899 | $2.6M |
| Chris Bulman Inc | 1.14% | Add +30.9% | 25,838 | $2.6M |
| Riverview Trust Co | 3.12% | No change | 25,819 | $2.6M |
| Lionsbridge Wealth Management LLC | 2.60% | Reduce -0.5% | 25,779 | $2.6M |
| Core Wealth Partners LLC | 1.16% | Add +13.5% | 25,754 | $2.6M |
| Integrity Advisory Solutions, LLC | 0.37% | Add +2.2% | 25,618 | $2.6M |
| Capstone Wealth Management, Inc. | 2.23% | — | 25,438 | $2.5M |
| Occidental Asset Management, LLC | 0.30% | Reduce -4.2% | 25,407 | $2.5M |
| CFG Wealth Management Services, Inc. | 2.38% | — | 25,298 | $2.5M |
| Asset Management Group, Inc. | 0.41% | Reduce -9.7% | 25,296 | $2.5M |
| Turn8 Private Wealth Inc. | 1.81% | Add +0.8% | 25,256 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -63.2% | 25,205 | $2.5M |
| Iowa State Bank | 0.47% | Add +15.8% | 25,173 | $2.5M |
| Blalock Williams, LLC | 2.01% | Add +26.0% | 25,164 | $2.5M |
| Austin Wealth Management, LLC | 0.37% | Add +2.1% | 24,898 | $2.5M |
| Running Point Capital Advisors, LLC | 0.68% | Reduce -1.4% | 24,892 | $2.5M |
| Greenup Street Wealth Management LLC | 0.36% | Reduce -84.1% | 24,711 | $2.5M |
| Keating Financial Advisory Services, Inc. | 0.33% | — | 24,693 | $2.5M |
| Aua Capital Management, LLC | 1.24% | Add +0.0% | 24,655 | $2.5M |
| Cyndeo Wealth Partners, LLC | 0.13% | Reduce -2.2% | 24,615 | $2.5M |
| Transamerica Financial Advisors, LLC | 0.21% | Add +54.5% | 24,592 | $2.5M |
| Retirement Wealth Solutions LLC | 1.55% | Add +9.7% | 24,588 | $2.5M |
| Financial Freedom, LLC | 1.22% | Reduce -0.3% | 24,573 | $2.5M |
| Advyzon Investment Management, LLC | 0.28% | Add +78.5% | 24,558 | $2.5M |
| Heritage Wealth Management, Inc. | 0.68% | Add +25.0% | 24,534 | $2.5M |
| LCNB Corp. | 0.82% | Add +0.1% | 24,515 | $2.4M |
| Meridian Wealth Management, LLC | 0.09% | Reduce -6.5% | 24,497 | $2.4M |
| Headlands Technologies LLC | 0.20% | Reduce -66.8% | 24,420 | $2.4M |
| McNaughton Wealth Management, LLC | 1.00% | Reduce -3.0% | 24,251 | $2.4M |
| Christensen, King & Associates Investment Services, Inc. | 1.03% | Reduce -1.8% | 24,234 | $2.4M |
| Portfolio Resources Advisor Group, Inc. | 2.42% | — | 24,197 | $2.4M |
| Core Wealth Management, Inc. | 0.75% | Reduce -3.2% | 24,077 | $2.4M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | Add +289.6% | 24,057 | $2.4M |
| Hollencrest Capital Management | 0.08% | Add +17.4% | 24,052 | $2.4M |
| LongView Wealth Management | 0.58% | Add +9.2% | 23,948 | $2.4M |
| Voya Financial Advisors, Inc. | 0.23% | Add +15.8% | 23,910 | $2.4M |
| Keenan, LLC | 2.10% | — | 23,880 | $2.4M |
| MassMutual Private Wealth & Trust, FSB | 0.06% | Reduce -44.1% | 23,844 | $2.4M |
| Wilshire Advisors LLC | 20.51% | Reduce -0.8% | 23,842 | $2.4M |
| Teucrium Investment Advisors, LLC | 2.61% | — | 23,836 | $2.4M |
| Mesirow Financial Investment Management, Inc. | 0.05% | Reduce -16.1% | 23,666 | $2.4M |
| Optiver Holding B.V. | 0.04% | Add +45.3% | 23,661 | $2.4M |
| Miller Capital Partners, Inc. | 1.20% | — | 23,525 | $2.3M |
| Ascent Wealth Partners, LLC | 0.27% | Add +2.3% | 23,423 | $2.3M |
| Alpha Capital Advisors Inc. | 2.17% | — | 23,312 | $2.3M |
| Pointe Capital Management LLC | 1.15% | Add +10.0% | 23,244 | $2.3M |
| C2C Wealth Management, LLC | 1.95% | Reduce -0.6% | 23,212 | $2.3M |
| Waldron Private Wealth LLC | 0.09% | Reduce -24.9% | 23,129 | $2.3M |
| Aviance Capital Partners, LLC | 0.27% | Add +2.9% | 23,115 | $2.3M |
| AQR Capital Management | 0.00% | Add +53.2% | 22,928 | $2.3M |
| Axis Wealth Partners, LLC | 1.26% | Add +3.1% | 22,870 | $2.3M |
| Woodard & Co. Asset Management Group Inc. | 0.36% | New | 22,859 | $2.3M |
| L.K. Benson & Company, P.C. | 1.14% | Add +9.9% | 22,747 | $2.3M |
| Purpose Unlimited Inc. | 0.10% | — | 22,671 | $2.3M |
| Denali Advisors LLC | 0.25% | Reduce -13.7% | 22,566 | $2.3M |
| Net Worth Advisory Group | 0.45% | Add +32.8% | 22,495 | $2.2M |
| Larson Financial Group LLC | 0.07% | Add +1.1% | 22,320 | $2.2M |
| Thompson Siegel & Walmsley LLC | 0.04% | Add +3.5% | 22,280 | $2.2M |
| First Financial Bankshares Inc | 0.04% | No change | 22,065 | $2.2M |
| McAdam, LLC | 0.10% | Reduce -2.6% | 22,038 | $2.2M |
| Register Financial Advisors LLC | 0.85% | Add +16.4% | 21,968 | $2.2M |
| Security Financial Services, INC. | 0.34% | Reduce -0.7% | 21,957 | $2.2M |
| Auour Investments LLC | 0.70% | Add +0.4% | 21,926 | $2.2M |
| First National Trust Co | 0.07% | Add +41.5% | 21,820 | $2.2M |
| Cherry Tree Wealth Management, LLC | 0.46% | Reduce -15.4% | 21,772 | $2.2M |
| Planwiser Financial, LLC | 1.62% | Add +255.6% | 21,708 | $2.2M |
| Pacific Capital Wealth Advisors, Inc. | 0.37% | Add +0.4% | 21,727 | $2.2M |
| EJMK Ventures LLC | 1.33% | — | 21,647 | $2.2M |
| West Michigan Advisors, LLC | 0.49% | Add +0.2% | 21,417 | $2.1M |
| Moss Adams Wealth Advisors LLC | 0.15% | Reduce -0.3% | 21,378 | $2.1M |
| Foundations Investment Advisors, LLC | 0.03% | Reduce -46.1% | 21,296 | $2.1M |
| Balboa Wealth Partners | 0.35% | Add +14.2% | 21,250 | $2.1M |
| United Asset Strategies, Inc. | 0.16% | Reduce -9.0% | 21,221 | $2.1M |
| BOK Financial Private Wealth, Inc. | 0.13% | Add +2.5% | 21,121 | $2.1M |
| Pinnacle Associates Ltd. | 0.03% | Reduce -6.2% | 21,043 | $2.1M |
| Lake Hills Wealth Management, LLC | 1.09% | Add +7.4% | 20,971 | $2.1M |
| Landing Point Financial Group, LLC | 1.03% | Reduce -5.4% | 20,726 | $2.1M |
| JMG Financial Group, Ltd. | 0.06% | Add +1.0% | 20,633 | $2.1M |
| Trilogy Capital Inc. | 0.09% | Add +5.2% | 20,611 | $2.1M |
| Grey Ledge Advisors, LLC | 0.46% | Add +0.8% | 20,538 | $2.1M |
| American Investment Services, Inc. | 0.47% | Add +25.1% | 20,406 | $2.0M |
| Welch & Forbes LLC | 0.02% | Add +13.8% | 20,280 | $2.0M |
| Narus Financial Partners, LLC | 0.56% | Add +2.4% | 20,240 | $2.0M |
| Strategic Blueprint, LLC | 0.12% | Reduce -32.7% | 20,160 | $2.0M |
| Curi Capital, LLC | 0.03% | Add +42.7% | 19,960 | $2.0M |
| Diligent Investors, LLC | 0.48% | Reduce -2.9% | 19,721 | $2.0M |
| Capital Investment Management, Inc. | 0.69% | — | 19,707 | $2.0M |
| Orrstown Financial Services Inc. | 0.33% | No change | 19,688 | $2.0M |
| Ironwood Investment Counsel, LLC | 0.27% | Add +19.4% | 19,398 | $1.9M |
| Ballast, Inc. | 0.45% | Add +3.4% | 19,388 | $1.9M |
| FSA Investment Group, LLC | 1.18% | Add +15.1% | 19,348 | $1.9M |
| Ignite Planners, LLC | 0.29% | Add +9.3% | 19,136 | $1.9M |
| Wealth Alliance Advisory Group, LLC | 0.33% | Add +15.0% | 19,150 | $1.9M |
| Independent Financial Group, LLC | 0.04% | Add +8.8% | 19,104 | $1.9M |
| International Assets Investment Management, LLC | 0.13% | Reduce -20.5% | 19,073 | $1.9M |
| Gallagher Fiduciary Advisors, LLC | 0.06% | Reduce -1.0% | 19,029 | $1.9M |
| Lazari Capital Management, Inc. | 0.64% | Add +0.3% | 19,022 | $1.9M |
| Clarity Financial LLC | 0.17% | Add +5.6% | 18,939 | $1.9M |
| Magnolia Capital Advisors LLC | 0.40% | Add +26.1% | 18,815 | $1.9M |
| Skyline Advisors, Inc. | 0.63% | Reduce -1.6% | 18,781 | $1.9M |
| Evergreen Capital Management LLC | 0.04% | No change | 18,775 | $1.9M |
| Nations Financial Group Inc, /Ia/ | 0.10% | Add +0.8% | 18,771 | $1.9M |
| McLean Asset Management Corp | 0.33% | Add +58.8% | 18,578 | $1.9M |
| Wealth Dimensions Group, Ltd. | 0.37% | Reduce -0.5% | 18,663 | $1.9M |
| New England Private Wealth Advisors LLC | 0.23% | Add +29.0% | 18,649 | $1.9M |
| FWG Holdings, LLC | 0.71% | Add +72.1% | 18,597 | $1.9M |
| Sierra Capital LLC | 0.20% | Reduce -0.1% | 18,587 | $1.9M |
| Carrera Capital Advisors | 0.31% | Add +11.3% | 18,504 | $1.8M |
| Strategic Financial Concepts, LLC | 1.66% | Reduce -71.9% | 18,227 | $1.8M |
| Ak Global Asset Management, LLC | 1.58% | — | 18,100 | $1.8M |
| RBA Wealth Management, LLC | 0.61% | Add +2.0% | 18,059 | $1.8M |
| GatePass Capital, LLC | 0.94% | Add +20.8% | 18,025 | $1.8M |
| Navigation Wealth Management, Inc. | 2.67% | Add +6.1% | 17,985 | $1.8M |
| Bellwether Advisors, LLC | 0.29% | Add +3.2% | 17,976 | $1.8M |
| CIBC Asset Management Inc | 0.00% | Add +126.5% | 17,975 | $1.8M |
| Uptick Partners, LLC | 0.38% | Add +87.6% | 17,884 | $1.8M |
| HBK Sorce Advisory LLC | 0.04% | Reduce -0.1% | 17,797 | $1.8M |
| Intelligence Driven Advisers, LLC | 0.25% | Reduce -1.8% | 17,841 | $1.8M |
| Diversify Wealth Management, LLC | 0.08% | New | 17,670 | $1.8M |
| Mission Wealth Management, LP | 0.04% | Reduce -0.8% | 17,674 | $1.8M |
| Steinberganna Wealth Management | 0.83% | Reduce -0.8% | 17,656 | $1.8M |
| Vawter Financial, Ltd. | 0.74% | Reduce -5.2% | 17,633 | $1.8M |
| Reicon Wealth Advisors, LLC | 1.29% | — | 17,606 | $1.8M |
| Halter Ferguson Financial Inc. | 0.39% | Add +1.6% | 17,563 | $1.8M |
| Global View Capital Management LLC | 0.33% | Reduce -42.1% | 17,557 | $1.8M |
| Bourgeon Capital Management LLC | 0.29% | Add +4.4% | 17,503 | $1.7M |
| Wall Capital Group, Inc. | 1.66% | — | 17,482 | $1.7M |
| Loomis Sayles & Co. L P | 0.00% | Reduce -91.3% | 17,449 | $1.7M |
| Ameritas Advisory Services, LLC | 0.07% | Add +46.2% | 17,382 | $1.7M |
| McDonald Partners LLC | 0.55% | Add +15.5% | 17,362 | $1.7M |
| Carr Financial Group Corp | 0.46% | Add +8.3% | 17,278 | $1.7M |
| Becker Capital Management Inc. | 0.05% | Reduce -16.9% | 17,277 | $1.7M |
| Cahaba Wealth Management, Inc. | 0.12% | Add +2.8% | 17,173 | $1.7M |
| Vannoy Advisory Group, Inc. | 1.09% | Add +1.5% | 17,160 | $1.7M |
| Factor Wealth Management LTD | 0.37% | Add +2.8% | 17,154 | $1.7M |
| Pinnacle Bancorp, Inc. | 0.50% | Add +11.0% | 17,087 | $1.7M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.20% | Reduce -41.3% | 17,007 | $1.7M |
| Fonville Wealth Management LLC | 0.35% | Add +7.0% | 16,988 | $1.7M |
| Sepio Capital, LP | 0.09% | Reduce -0.6% | 16,970 | $1.7M |
| Compass Financial Group, Inc. (Ohio) | 1.24% | — | 16,942 | $1.7M |
| WestHill Financial Advisors, Inc. | 0.32% | Add +1.3% | 16,877 | $1.7M |
| Edgemoor Investment Advisors, Inc. | 0.13% | Add +7.3% | 16,857 | $1.7M |
| October Effect Ltd | 1.85% | Reduce -3.6% | 16,854 | $1.7M |
| Empirical Asset Management, LLC | 0.47% | Reduce -24.3% | 21,904 | $1.7M |
| Pitcairn Wealth Advisors LLC | 0.15% | — | 16,693 | $1.7M |
| Bakala Capital LLC | 7.88% | Add +1.9% | 16,688 | $1.7M |
| Liberty One Investment Management, LLC | 0.21% | New | 16,650 | $1.7M |
| Hilltop Holdings Inc. | 0.10% | Add +67.1% | 16,633 | $1.7M |
| Sentinel Wealth Management, Inc. | 1.37% | No change | 16,514 | $1.6M |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0.24% | Add +117.1% | 16,500 | $1.6M |
| Dixon Mitchell Investment Counsel Inc. | 0.05% | No change | 16,497 | $1.6M |
| Flaharty Asset Management, LLC | 0.21% | Add +72.6% | 16,468 | $1.6M |
| Culbertson A N & Co. Inc. | 0.22% | Reduce -5.5% | 16,262 | $1.6M |
| SlateStone Wealth, LLC | 0.14% | Add +7.5% | 16,245 | $1.6M |
| Wealthcare Capital Management LLC | 0.16% | Add +11.6% | 16,237 | $1.6M |
| Sun Financial Inc | 0.90% | — | 16,176 | $1.6M |
| Cadent Capital Advisors, LLC | 0.42% | Add +40.5% | 16,103 | $1.6M |
| Apella Capital, LLC | 0.03% | Add +11.3% | 15,845 | $1.6M |
| Daymark Wealth Partners, LLC | 0.05% | Add +14.4% | 15,822 | $1.6M |
| Nilsine Partners, LLC | 0.14% | Reduce -0.1% | 15,782 | $1.6M |
| Gladstone Institutional Advisory LLC | 0.06% | Reduce -24.9% | 15,777 | $1.6M |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 15,770 | $1.6M |
| Jaffetilchin Investment Partners, LLC | 0.09% | Reduce -64.5% | 15,708 | $1.6M |
| Stolz & Associates, PS | 1.20% | — | 15,584 | $1.6M |
| Schiavi & Co LLC | 0.50% | Add +0.4% | 15,583 | $1.6M |
| Beam Wealth Advisors, Inc. | 0.42% | Add +0.2% | 15,498 | $1.5M |
| Biondo Investment Advisors, LLC | 0.19% | New | 15,485 | $1.5M |
| Keebeck Wealth Management | 0.18% | Add +501.5% | 15,482 | $1.5M |
| STAR Financial Bank | 0.79% | New | 15,423 | $1.5M |
| Inscription Capital, LLC | 0.16% | Reduce -14.3% | 15,361 | $1.5M |
| Pathway Financial Advisors LLC | 0.19% | Add +7.6% | 15,334 | $1.5M |
| Capital Analysts, LLC | 0.04% | Add +0.4% | 15,293 | $1.5M |
| Ballentine Partners, LLC | 0.02% | Reduce -2.7% | 15,262 | $1.5M |
| Venture Visionary Partners LLC | 0.05% | Add +100.8% | 15,102 | $1.5M |
| Capital Investment Advisors, LLC | 0.02% | Add +11.9% | 15,101 | $1.5M |
| O'Brien Wealth Partners LLC | 0.20% | Add +330.9% | 15,085 | $1.5M |
| Stokes Family Office, LLC | 0.14% | New | 15,058 | $1.5M |
| Miller Financial Services LLC | 1.76% | Reduce -8.5% | 15,040 | $1.5M |
| Presper Financial Architects, LLC | 0.84% | New | 14,919 | $1.5M |
| Alpha Cubed Investments, LLC | 0.05% | Add +3.1% | 14,918 | $1.5M |
| Objective Capital Management, LLC | 1.52% | Add +4.5% | 14,915 | $1.5M |
| Pacific Financial Group Inc. | 0.83% | Add +35.7% | 14,864 | $1.5M |
| Kohmann Bosshard Financial Services, LLC | 0.13% | Reduce -1.7% | 14,803 | $1.5M |
| Petros Family Wealth, LLC | 0.98% | New | 14,778 | $1.5M |
| BBR Partners, LLC | 0.08% | Add +23.3% | 14,735 | $1.5M |
| Atlantic Union Bankshares Corp | 0.03% | Reduce -8.1% | 14,589 | $1.5M |
| TSG Advice Partners, LLC | 0.22% | — | 14,394 | $1.4M |
| Boyd Wealth Management, LLC | 0.61% | Reduce -28.5% | 14,362 | $1.4M |
| Armstrong Advisory Group, Inc. | 0.10% | Add +22.4% | 14,232 | $1.4M |
| One Wealth Advisors, LLC | 0.17% | Reduce -42.8% | 8,016 | $1.4M |
| LifeGoal Investments, LLC | 0.94% | Add +26.3% | 14,086 | $1.4M |
| Arkadios Wealth Advisors | 0.03% | Reduce -5.3% | 14,044 | $1.4M |
| TrustWell Financial Advisors, LLC | 1.35% | — | 14,009 | $1.4M |
| Rede Wealth, LLC | 0.49% | New | 13,984 | $1.4M |
| Howland Capital Management LLC | 0.05% | No change | 13,949 | $1.4M |
| GWN Securities Inc. | 0.28% | Add +1.2% | 13,947 | $1.4M |
| Private Wealth Group, LLC | 0.67% | No change | 13,886 | $1.4M |
| Stirlingshire Investments, Inc. | 1.22% | — | 13,786 | $1.4M |
| HighPoint Advisor Group LLC | 0.03% | New | 13,730 | $1.4M |
| Alesco Advisors, LLC, An ESL Co | 0.04% | Reduce -39.6% | 13,647 | $1.4M |
| Horizons Wealth Management | 0.90% | Reduce -3.7% | 13,570 | $1.4M |
| Capital Asset Managemnet, LLC | 1.50% | — | 13,563 | $1.4M |
| Rather & Kittrell, Inc. | 0.22% | Reduce -1.5% | 13,547 | $1.4M |
| Phillips Wealth Planners LLC | 1.09% | Add +5.3% | 13,525 | $1.4M |
| Fiduciary Financial Group, LLC | 0.19% | Add +30.2% | 13,506 | $1.3M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.16% | — | 13,497 | $1.3M |
| Mainsail Financial Group, LLC | 0.56% | Add +16.1% | 13,477 | $1.3M |
| Americana Partners, LLC | 0.04% | Add +7.5% | 13,335 | $1.3M |
| Beacon Bridge Wealth Partners, LLC | 0.44% | Reduce -19.9% | 13,283 | $1.3M |
| Weil Company, Inc. | 0.30% | Add +7.5% | 13,175 | $1.3M |
| Ariadne Wealth Management, LP | 0.54% | Add +0.1% | 12,998 | $1.3M |
| Altfest L J & Co. Inc. | 0.14% | Reduce -1.8% | 13,089 | $1.3M |
| Conway Capital Management, Inc. | 0.55% | No change | 13,044 | $1.3M |
| Forza Wealth Management, LLC | 0.47% | Add +2.9% | 12,947 | $1.3M |
| Brooks, Moore & Associates, Inc. | 0.63% | Add +1.6% | 12,800 | $1.3M |
| SHUTTLEWORTH & Co | 1.17% | Add +27.5% | 12,784 | $1.3M |
| PUREfi Wealth, LLC | 0.97% | Add +34.1% | 12,706 | $1.3M |
| Algorithmic Investment Models, LLC | 1.56% | Reduce -51.9% | 12,677 | $1.3M |
| Nicolet Bankshares Inc. | 0.20% | Add +33.5% | 12,671 | $1.3M |
| Anchyra Partners LLC | 0.39% | — | 12,637 | $1.3M |
| FOCUS Wealth Advisors, LLC | 0.59% | No change | 12,595 | $1.3M |
| VestGen Investment Management | 0.70% | Add +55.2% | 12,576 | $1.3M |
| MFA Wealth Services | 0.84% | Reduce -1.0% | 12,408 | $1.2M |
| May Hill Capital, LLC | 0.33% | Add +68.4% | 12,401 | $1.2M |
| Affinity Investment Advisors, LLC | 0.82% | No change | 12,390 | $1.2M |
| Alpha Financial Advisors, LLC | 0.38% | Reduce -10.9% | 12,389 | $1.2M |
| CWC Advisors, LLC. | 0.60% | New | 12,374 | $1.2M |
| Strategic Wealth Partners, Ltd. | 0.08% | Reduce -9.5% | 12,263 | $1.2M |
| Dorsey & Whitney Trust CO LLC | 0.06% | No change | 12,228 | $1.2M |
| Worth Asset Management, LLC | 0.52% | Add +4.3% | 12,218 | $1.2M |
| Fort Washington Investment Advisors Inc. | 0.01% | Add +11.7% | 12,181 | $1.2M |
| South Plains Financial, Inc. | 0.72% | No change | 12,160 | $1.2M |
| Garrison Point Advisors, LLC | 0.53% | Reduce -5.5% | 12,087 | $1.2M |
| Wedbush Securities Inc. | 0.04% | Add +38.5% | 12,089 | $1.2M |
| Asset One Wealth Management LLC | 0.17% | — | 12,107 | $1.2M |
| King Wealth Management Group | 0.14% | Reduce -1.4% | 12,046 | $1.2M |
| Realta Investment Advisors | 0.40% | Add +6.3% | 12,044 | $1.2M |
| Fermata Advisors, LLC | 0.29% | Reduce -3.1% | 11,990 | $1.2M |
| Orgel Wealth Management, LLC | 0.03% | Add +40.2% | 11,934 | $1.2M |
| Wagner Wealth Management, Corp | 1.18% | — | 11,931 | $1.2M |
| Jefferies Financial Group Inc. | 0.01% | Add +243.5% | 11,926 | $1.2M |
| Eastern Bank | 0.02% | Add +604.9% | 11,920 | $1.2M |
| Kingdom Financial Group LLC. | 0.37% | New | 11,919 | $1.2M |
| Bluedoor Private Wealth, LLC | 0.55% | — | 11,880 | $1.2M |
| Providence Capital Advisors, LLC | 0.20% | Add +2.7% | 11,864 | $1.2M |
| Quest 10 Wealth Builders, Inc. | 1.06% | Add +12.0% | 11,852 | $1.2M |
| Advocacy Wealth Management, LLC | 0.05% | Reduce -46.1% | 11,842 | $1.2M |
| Stevens Capital Partners | 0.31% | Reduce -3.4% | 11,836 | $1.2M |
| Ingalls & Snyder LLC | 0.04% | Reduce -4.3% | 11,834 | $1.2M |
| Tennessee Valley Asset Management Partners | 0.15% | Reduce -0.3% | 11,768 | $1.2M |
| Plante Moran Financial Advisors, LLC | 0.07% | New | 11,742 | $1.2M |
| Princeton Global Asset Management LLC | 0.19% | Reduce -5.0% | 11,741 | $1.2M |
| Sheets Smith Wealth Management | 0.13% | Add +5.0% | 11,726 | $1.2M |
| Sage Mountain Advisors LLC | 0.06% | Add +3.9% | 11,677 | $1.2M |
| Capitolis Liquid Global Markets LLC | 0.01% | Reduce -54.3% | 11,600 | $1.2M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.08% | Reduce -11.9% | 11,588 | $1.2M |
| Avondale Wealth Management | 0.59% | Add +0.1% | 11,564 | $1.2M |
| Rockbridge Investment Management, LCC | 0.11% | Reduce -6.0% | 11,525 | $1.2M |
| Presidio Capital Management, LLC | 0.34% | Reduce -14.7% | 11,482 | $1.1M |
| Curat Global, LLC | 1.27% | Add +302.9% | 11,466 | $1.1M |
| Faithward Advisors, LLC | 0.17% | Add +15.9% | 11,439 | $1.1M |
| Traveka Wealth, LLC | 0.46% | Add +170.9% | 11,400 | $1.1M |
| Yukon Wealth Management, Inc. | 0.66% | Add +1.2% | 11,414 | $1.1M |
| V2 Financial group LLC | 0.56% | Add +1.4% | 11,374 | $1.1M |
| TruNorth Capital Management, LLC | 0.21% | Reduce -11.2% | 11,331 | $1.1M |
| TCV Trust & Wealth Management, Inc. | 0.09% | No change | 11,329 | $1.1M |
| Procyon Advisors, LLC | 0.06% | Reduce -2.5% | 11,246 | $1.1M |
| WealthPLAN Partners, LLC | 0.17% | New | 11,171 | $1.1M |
| Alteri Wealth LLC | 0.36% | Add +7.5% | 11,142 | $1.1M |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +55.6% | 11,117 | $1.1M |
| Abundance Wealth Counselors | 0.19% | Add +1.4% | 11,104 | $1.1M |
| CDKV Holdings LLC | 0.93% | — | 11,076 | $1.1M |
| Red Tortoise LLC | 0.47% | Add +1.3% | 11,072 | $1.1M |
| VestGen Advisors, LLC | 0.05% | Add +22.0% | 11,039 | $1.1M |
| PSI Advisors, LLC | 0.28% | Add +48.8% | 11,032 | $1.1M |
| DV Trading LLC | 0.10% | — | 11,013 | $1.1M |
| Connecticut Wealth Management, LLC | 0.05% | Add +0.0% | 10,987 | $1.1M |
| Aprio Wealth Management, LLC | 0.06% | Add +0.1% | 10,980 | $1.1M |
| Fairvoy Private Wealth, LLC | 0.24% | Reduce -1.5% | 10,954 | $1.1M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -7.8% | 10,946 | $1.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +88.8% | 10,827 | $1.1M |
| Garden State Investment Advisory Services LLC | 0.26% | Add +92.0% | 10,809 | $1.1M |
| Eclectic Associates Inc. | 0.17% | New | 10,797 | $1.1M |
| Fourth Dimension Wealth, LLC | 0.39% | Add +370.8% | 10,787 | $1.1M |
| Per Stirling Capital Management, LLC. | 0.12% | Add +10.0% | 10,744 | $1.1M |
| Trust Co of the South | 0.17% | Add +171.0% | 10,725 | $1.1M |
| Lifeworks Advisors, LLC | 0.14% | Add +0.3% | 10,677 | $1.1M |
| Tsfg, LLC | 0.16% | Reduce -3.0% | 10,653 | $1.1M |
| Perennial Investment Advisors, LLC | 0.08% | Add +6.7% | 10,617 | $1.1M |
| Sound Income Strategies, LLC | 0.05% | Add +28.6% | 10,588 | $1.1M |
| Childress Capital Advisors, LLC | 0.17% | Add +15.1% | 10,539 | $1.1M |
| Cascade Financial Partners, LLC | 0.11% | Reduce -23.6% | 10,536 | $1.1M |
| Kampmann Melissa S. | 0.78% | Add +1.0% | 10,508 | $1.1M |
| Coppell Advisory Solutions LLC | 0.10% | Reduce -17.0% | 10,419 | $1.0M |
| North Star Investment Management Corp. | 0.07% | Add +184.7% | 10,423 | $1.0M |
| Leo Wealth, LLC | 0.08% | Add +87.9% | 10,395 | $1.0M |
| Brookmont Capital Management | 0.60% | Add +0.3% | 10,354 | $1.0M |
| BTC Capital Management, Inc. | 0.07% | Reduce -0.1% | 10,340 | $1.0M |
| Carmel Capital Partners, LLC | 0.36% | Add +17.0% | 10,337 | $1.0M |
| Summit Financial Consulting LLC | 0.75% | Reduce -8.9% | 10,310 | $1.0M |
| Badgley Phelps Wealth Managers, LLC | 0.02% | Add +3.8% | 10,279 | $1.0M |
| Symphony Financial, Ltd. Co. | 0.14% | New | 10,233 | $1.0M |
| Ellis Investment Partners, LLC | 0.18% | Reduce -2.1% | 10,226 | $1.0M |
| Five Oceans Advisors | 0.36% | Add +8.2% | 10,188 | $1.0M |
| Avion Wealth | 0.21% | Reduce -7.9% | 10,183 | $1.0M |
| Genesee Capital Advisors, LLC | 0.41% | Add +28.0% | 10,174 | $1.0M |
| S Harris Financial Group, LLC | 0.97% | — | 10,119 | $1.0M |
| Shepherd Street Advisors LLC | 0.97% | — | 10,099 | $1.0M |
| Noble Family Wealth, LLC | 0.21% | Reduce -9.1% | 10,096 | $1.0M |
| Stratos Investment Management, LLC | 0.04% | Add +4.5% | 10,073 | $1.0M |
| Steel Grove Capital Advisors, LLC | 0.10% | Reduce -4.8% | 10,029 | $1.0M |
| Kintra Wealth, LLC | 0.14% | Add +334.1% | 10,028 | $1.0M |
| Ducere Wealth Management LLC | 0.39% | — | 10,003 | $999K |
| Bowie Capital Management, LLC | 0.04% | No change | 10,000 | $999K |
| ARK & TLK Investments, LLC | 0.27% | Add +23.1% | 9,959 | $995K |
| Rinkey Investments | 0.25% | Add +0.7% | 9,951 | $994K |
| CoreCap Advisors, LLC | 0.03% | Add +0.9% | 9,930 | $992K |
| Smith Thornton Advisors LLC | 0.50% | Reduce -0.3% | 9,896 | $988K |
| Atlantic Family Wealth, LLC | 0.75% | Add +10.7% | 9,878 | $987K |
| ALM First Financial Advisors, LLC | 0.19% | No change | 9,767 | $976K |
| Fiera Capital Corp | 0.00% | Add +4.4% | 9,763 | $975K |
| Tudor Investment Corporation | 0.01% | Reduce -31.1% | 9,749 | $974K |
| Tme Financial, Inc. | 0.68% | Reduce -14.2% | 9,723 | $971K |
| Rossby Financial, LCC | 0.30% | Add +13.0% | 9,701 | $969K |
| McElhenny Sheffield Capital Management, LLC | 0.24% | Add +14.1% | 9,681 | $967K |
| BridgePort Financial Solutions, LLC | 0.26% | Reduce -9.0% | 9,597 | $959K |
| Revolve Wealth Partners, LLC | 0.11% | Reduce -0.6% | 9,571 | $956K |
| E-Wealth Partners, LLC | 0.80% | — | 9,555 | $954K |
| Brendel Financial Advisors LLC | 0.47% | Reduce -11.5% | 9,555 | $954K |
| Advisory Alpha, LLC | 0.03% | Reduce -5.1% | 9,553 | $954K |
| 1015 Capital Partners, LLC | 0.93% | — | 9,528 | $952K |
| HighMark Wealth Management LLC | 0.39% | Add +6.3% | 9,496 | $948K |
| Independent Wealth Network Inc. | 0.29% | Add +29.4% | 9,490 | $948K |
| International Private Wealth Advisors LLC | 0.60% | Add +7.2% | 9,466 | $945K |
| Beacon Financial Advisory LLC | 0.22% | Add +5.5% | 9,400 | $939K |
| Addison Advisors LLC | 0.21% | No change | 9,399 | $939K |
| Cedar Point Capital Partners, LLC | 0.60% | Add +172.9% | 9,398 | $939K |
| Quantinno Capital Management LP | 0.00% | Add +26.8% | 9,376 | $936K |
| Clearwave Capital, LLC | 0.69% | — | 9,355 | $934K |
| William Howard & Co Financial Advisors Inc | 0.79% | No change | 9,340 | $933K |
| Advus Financial Partners, LLC | 0.23% | Add +2.7% | 9,310 | $930K |
| Winthrop Advisory Group LLC | 0.08% | Add +59.2% | 9,281 | $927K |
| Flow Traders U.S. LLC | 0.03% | New | 9,232 | $922K |
| Tolleson Wealth Management, Inc. | 0.13% | Reduce -0.4% | 9,208 | $920K |
| Agf Management Ltd. | 0.00% | No change | 9,200 | $919K |
| Investment Advisory Group, LLC | 0.24% | Reduce -5.6% | 9,194 | $918K |
| Madison Wealth Partners, Inc | 0.17% | Reduce -6.9% | 9,180 | $917K |
| Cane Capital Partners, LLC | 0.38% | — | 9,136 | $912K |
| Summit Wealth Group LLC / Co. | 0.12% | New | 9,104 | $909K |
| Potomac Fund Management Inc. | 0.03% | Add +9.4% | 9,100 | $909K |
| Blue Fin Capital, Inc. | 0.14% | No change | 9,043 | $903K |
| Sunbelt Securities, Inc. | 0.06% | Add +27.8% | 9,012 | $900K |
| Sage Financial Group Inc. | 0.06% | Add +1.0% | 9,011 | $900K |
| ORG Partners LLC | 0.16% | Add +15.1% | 8,937 | $893K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.07% | Add +1.5% | 8,927 | $892K |
| Stone House Investment Management, LLC | 0.14% | Add +0.9% | 8,921 | $891K |
| Thrive Wealth Management, LLC | 0.13% | Reduce -20.4% | 8,918 | $891K |
| Finley Financial, LLC | 0.41% | No change | 8,910 | $890K |
| C M Bidwell & Associates Ltd. | 0.42% | Add +8.2% | 8,876 | $887K |
| Gladwyn Financial Advisors, Inc. | 0.62% | Reduce -20.3% | 8,857 | $885K |
| Crux Wealth Advisors | 0.33% | Reduce -40.6% | 8,851 | $884K |
| Alliance Wealth Advisors, LLC | 0.19% | Reduce -22.2% | 8,843 | $883K |
| Reyes Financial Architecture, Inc. | 0.54% | No change | 8,793 | $878K |
| HRC Wealth Management, LLC | 0.42% | Reduce -1.1% | 8,741 | $873K |
| Winter & Associates, Inc. | 0.81% | — | 8,737 | $873K |
| Prudent Man Advisors, LLC | 0.32% | Add +278.1% | 8,688 | $868K |
| Red Reef Advisors LLC | 0.88% | — | 8,657 | $865K |
| Fidelis Capital Partners, LLC | 0.06% | Reduce -0.0% | 8,654 | $864K |
| Vested Financial Planning, LLC | 0.67% | Add +3.7% | 8,651 | $864K |
| Oxford Financial Group, LTD. LLC | 0.05% | Add +852.8% | 8,642 | $863K |
| XTX Topco Ltd | 0.02% | Reduce -42.5% | 8,616 | $861K |
| M1 Capital Management LLC | 0.36% | Add +20.6% | 8,594 | $858K |
| Matters Capital LLC | 0.70% | — | 8,585 | $857K |
| Titleist Asset Management, LLC | 0.07% | Add +12.5% | 8,569 | $856K |
| Virtue Capital Management, LLC | 0.13% | Add +22.5% | 8,568 | $856K |
| Legacy Capital Group California, Inc. | 0.21% | New | 8,555 | $854K |
| Caprock Group, LLC | 0.02% | Add +0.9% | 8,544 | $853K |
| UMB Bank, n.a. | 0.01% | Reduce -2.6% | 8,538 | $853K |
| Bond & Devick Financial Network, Inc. | 0.24% | Reduce -13.4% | 8,532 | $852K |
| Hoge Financial Services, LLC | 0.46% | Add +1.3% | 8,521 | $851K |
| Sharkey, Howes & Javer | 0.11% | Reduce -17.2% | 8,494 | $848K |
| Gateway Wealth Partners, LLC | 0.09% | Reduce -6.5% | 8,467 | $846K |
| Oak Wealth Advisors LLC | 0.48% | Add +39.6% | 8,417 | $841K |
| Dala Group, LLC | 0.73% | — | 8,405 | $839K |
| Cidel Asset Management Inc. | 0.06% | Add +9.9% | 8,318 | $831K |
| Optivise Advisory Services LLC | 0.47% | Reduce -54.1% | 8,251 | $824K |
| 17 Capital Partners, LLC | 0.43% | New | 8,218 | $821K |
| Hanover Advisors Inc. | 0.32% | Reduce -4.3% | 8,176 | $817K |
| Carnegie Investment Counsel | 0.01% | Add +22.1% | 8,163 | $815K |
| Patron Partners, LLC | 0.36% | Reduce -3.6% | 8,144 | $813K |
| Alongside, LLC | 0.27% | — | 8,117 | $811K |
| Evergreen Advisors, LLC | 0.20% | — | 8,101 | $809K |
| Maseco LLP | 0.04% | New | 8,069 | $806K |
| Lodestar Private Asset Management LLC | 0.08% | Add +2.5% | 8,069 | $806K |
| Rock Point Advisors, LLC | 0.20% | No change | 8,046 | $804K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +28.4% | 8,034 | $802K |
| Moneywise, Inc. | 0.33% | New | 8,005 | $800K |
| Brady Family Wealth, LLC | 0.25% | No change | 7,971 | $796K |
| Verus Wealth Management, LLC | 0.74% | Add +3.2% | 7,951 | $794K |
| ABLE Financial Group, LLC | 0.16% | Add +0.3% | 7,924 | $791K |
| NWK Group, Inc. | 0.27% | Add +4.0% | 7,923 | $791K |
| Amicus Financial Advisors, LLC | 0.22% | — | 7,899 | $789K |
| Quartz Partners, LLC | 0.29% | Add +1.8% | 7,850 | $784K |
| BWM Planning, LLC | 0.21% | Add +3.5% | 7,845 | $784K |
| Physician Wealth Advisors, Inc. | 0.11% | Reduce -0.6% | 7,835 | $783K |
| Farrell Financial LLC | 0.46% | Add +3.7% | 7,832 | $782K |
| Alterna Wealth Management, Inc. | 0.65% | New | 7,825 | $782K |
| Acorn Wealth Advisors, LLC | 0.23% | Reduce -4.1% | 7,796 | $779K |
| Latitude Advisors, LLC | 0.34% | Add +19.6% | 7,740 | $773K |
| Prairiewood Capital, LLC | 0.24% | Add +24.2% | 7,736 | $773K |
| Freedom Investment Management, Inc. | 0.22% | Add +2.8% | 7,722 | $771K |
| City Center Advisors, LLC | 0.70% | Add +37.9% | 7,610 | $760K |
| Ethos Financial Group, LLC | 0.06% | Reduce -0.2% | 7,605 | $760K |
| Pearl Planning LLC | 0.46% | — | 7,604 | $759K |
| Level Financial Advisors | 0.20% | No change | 7,570 | $756K |
| Kitching Partners, LLC | 0.69% | New | 7,568 | $756K |
| Simon Quick Advisors, LLC | 0.03% | Reduce -38.5% | 7,558 | $755K |
| VAUGHAN & Co SECURITIES, INC. | 0.39% | Reduce -0.5% | 7,541 | $753K |
| Portus Wealth Advisors, LLC | 0.71% | Reduce -13.1% | 7,522 | $751K |
| GPS Wealth Strategies Group, LLC | 0.64% | Reduce -95.1% | 7,521 | $751K |
| Flputnam Investment Management Co. | 0.01% | Reduce -9.5% | 7,518 | $751K |
| Hibernia Wealth Partners, LLC | 0.23% | New | 7,515 | $751K |
| Orin Green Financial, LLC | 0.30% | Reduce -12.3% | 7,507 | $750K |
| Outfitters Financial LLC | 0.59% | New | 7,499 | $749K |
| Brasada Capital Management, LP | 0.13% | Reduce -5.0% | 7,499 | $749K |
| Vista Capital Partners, Inc. | 0.07% | New | 7,469 | $746K |
| Argent Trust Co | 0.03% | Add +76.2% | 7,446 | $744K |
| GW Henssler & Associates Ltd. | 0.04% | Reduce -0.3% | 7,444 | $744K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.7% | 7,428 | $742K |
| Lee Financial Co | 0.10% | Add +2.3% | 7,411 | $740K |
| Veracity Capital LLC | 0.22% | Add +2.0% | 7,403 | $739K |
| HFG Wealth Management, LLC | 0.41% | Add +6.1% | 7,398 | $739K |
| Mayflower Financial Advisors, LLC | 0.09% | Add +5.5% | 7,389 | $738K |
| Guardian Partners Inc. | 0.06% | Add +7.4% | 7,421 | $738K |
| Asempa Wealth Advisors | 0.63% | — | 7,361 | $735K |
| Investure, LLC | 0.04% | Add +3.3% | 7,345 | $734K |
| Strathmore Capital Advisors, Inc. | 0.24% | Add +3.9% | 7,335 | $733K |
| Strid Group, LLC | 0.09% | New | 7,327 | $732K |
| Fortitude Advisory Group L.L.C. | 0.31% | Add +11.2% | 7,327 | $732K |
| Firethorn Wealth Partners, LLC | 0.27% | Reduce -6.4% | 7,310 | $730K |
| Farmers National Bank | 0.16% | Add +131.0% | 7,255 | $725K |
| Farrow Financial, Inc. | 0.42% | Add +48.1% | 7,248 | $724K |
| Successful Portfolios LLC | 0.37% | Add +0.4% | 7,224 | $724K |
| Nordwand Advisors, LLC | 0.13% | Reduce -1.0% | 7,226 | $722K |
| Evernest Financial Advisors, LLC | 0.15% | New | 7,190 | $720K |
| Choate Investment Advisors | 0.01% | Reduce -67.1% | 7,135 | $713K |
| Bayshore Capital Advisors, LLC | 0.36% | — | 7,134 | $713K |
| Finward Bancorp | 0.55% | No change | 7,132 | $712K |
| Olde Wealth Management, LLC | 0.22% | Add +14.4% | 7,124 | $711K |
| MRP Capital Investments, LLC | 0.59% | Reduce -4.2% | 7,094 | $709K |
| Sovereign Financial Group, Inc. | 0.13% | Reduce -19.9% | 7,090 | $708K |
| Gen-Wealth Partners Inc | 0.23% | Add +1524.7% | 83,315 | $707K |
| Melfa Wealth Management, Inc. | 0.41% | Add +2.7% | 7,075 | $707K |
| Summa Corp. | 0.30% | No change | 7,050 | $704K |
| Augustine Asset Management Inc. | 0.14% | No change | 7,049 | $704K |
| Wealthedge Investment Advisors, LLC | 0.26% | Add +21.1% | 7,023 | $702K |
| Zinnia Wealth Advisory, LLC | 0.75% | — | 6,984 | $698K |
| KERR FINANCIAL PLANNING Corp | 0.94% | Add +6.2% | 6,946 | $695K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.13% | Add +4.0% | 6,954 | $695K |
| Pennington Partners & Co., LLC | 0.28% | Reduce -11.1% | 6,954 | $695K |
| MSH Capital Advisors LLC | 0.15% | No change | 6,933 | $693K |
| Value Investment Professionals, LLC | 0.72% | — | 6,902 | $689K |
| Unify Financial Advisors | 0.72% | — | 6,900 | $689K |
| Obsidian Cio, LLC | 1.01% | Reduce -38.4% | 6,847 | $684K |
| EverSource Wealth Advisors, LLC | 0.03% | Add +132.5% | 6,837 | $683K |
| J.E. Simmons & Co., P.C. | 0.44% | — | 6,825 | $682K |
| Tilson Financial Group, Inc. | 0.21% | Add +0.0% | 6,797 | $679K |
| Postrock Partners LLC | 0.29% | No change | 6,784 | $678K |
| Point Nemo Capital, LLC | 0.67% | — | 6,761 | $675K |
| Planned Solutions, Inc. | 0.22% | Add +3.7% | 6,750 | $674K |
| Legacy Financial Advisors, Inc. | 0.09% | New | 6,736 | $673K |
| MBL Wealth, LLC | 0.05% | Add +45.1% | 6,735 | $673K |
| Signaturefd, LLC | 0.01% | Add +141.8% | 6,726 | $672K |
| Dentgroup LLC | 0.46% | Reduce -3.4% | 6,695 | $669K |
| Jacobi Capital Management LLC | 0.04% | Add +1.0% | 6,656 | $665K |
| Madden Advisory Services, Inc. | 0.27% | Reduce -3.7% | 6,642 | $663K |
| Retirement Planning Group, LLC | 0.02% | Add +1.8% | 6,640 | $663K |
| Vigilare Wealth Management | 0.22% | Reduce -0.6% | 6,627 | $662K |
| Centennial Bank | 0.26% | Reduce -4.5% | 6,616 | $661K |
| Aurdan Capital Management, LLC | 0.20% | Add +92.5% | 6,615 | $661K |
| Opes Wealth Management LLC | 0.11% | Reduce -93.6% | 6,602 | $659K |
| Inman Jager Wealth Management, LLC | 0.40% | No change | 6,591 | $658K |
| Traynor Capital Management, Inc. | 0.04% | Add +33.7% | 6,583 | $658K |
| PAX Financial Group, LLC | 0.11% | Add +2.5% | 6,568 | $656K |
| Box Hill Private Wealth LLC | 0.66% | — | 6,501 | $649K |
| PMG Wealth Management, Inc. | 0.48% | No change | 6,500 | $649K |
| Arvest Investments, Inc. | 0.09% | Add +6140.4% | 6,490 | $648K |
| Roger Wittlin Investment Advisory, LLC | 0.45% | Reduce -1.4% | 6,489 | $648K |
| Haverford Trust Co | 0.01% | Add +41.3% | 6,488 | $648K |
| FAS Wealth Partners, Inc. | 0.04% | Add +20.2% | 6,458 | $645K |
| Cambridge Advisors Inc. | 0.12% | No change | 6,458 | $645K |
| Heritage Trust Co | 0.07% | Reduce -3.6% | 6,440 | $643K |
| Power Wealth Management LLC | 0.22% | Add +39.0% | 6,386 | $638K |
| Droms Strauss Advisors Inc. /Mo/ | 0.17% | Add +21.8% | 6,381 | $637K |
| Diversified Portfolios, Inc. | 0.05% | Add +28.7% | 6,361 | $635K |
| Berkeley Capital Partners, LLC | 0.15% | Add +1.8% | 6,354 | $635K |
| TMB Capital Partners, LLC | 0.22% | — | 6,346 | $634K |
| Cora Capital Advisors LLC | 0.25% | New | 6,345 | $634K |
| Calton & Associates, Inc. | 0.09% | Add +9.1% | 6,322 | $631K |
| Genesis Wealth Advisors, LLC | 0.43% | Reduce -6.2% | 6,308 | $630K |
| Woodside Wealth Management LLC | 0.47% | Add +1.1% | 6,307 | $630K |
| Truefg, LLC | 0.17% | Add +1.1% | 6,293 | $628K |
| Bernardo Wealth Planning LLC | 0.12% | Add +1.1% | 6,286 | $628K |
| Central Pacific Bank - Trust Division | 0.08% | Reduce -26.7% | 6,257 | $625K |
| HUB Investment Partners, LLC | 0.02% | Reduce -28.3% | 6,248 | $624K |
| Redwood Investment Management, LLC | 0.07% | New | 6,247 | $624K |
| Dover Advisors, LLC | 0.24% | Add +28.2% | 6,179 | $617K |
| Mma Asset Management LLC | 0.22% | Reduce -0.6% | 6,176 | $617K |
| Nicolet Advisory Services, LLC | 0.04% | Reduce -52.8% | 6,148 | $615K |
| Parr McKnight Wealth Management Group, LLC | 0.08% | Reduce -25.2% | 6,158 | $615K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.02% | New | 6,124 | $612K |
| Crewe Advisors LLC | 0.05% | Reduce -1.1% | 6,084 | $608K |
| Bfsg, LLC | 0.06% | Reduce -59.0% | 6,079 | $607K |
| Invariant Investment Management | 0.39% | — | 6,049 | $606K |
| Roberts Financial Services LLC | 0.19% | No change | 6,014 | $601K |
| Beta Wealth Group, Inc. | 0.24% | No change | 5,986 | $598K |
| Cadence Bank | 0.03% | Add +10.9% | 5,952 | $594K |
| Peterson Wealth Services | 0.15% | Add +519.5% | 5,947 | $594K |
| Shepherd Financial Partners LLC | 0.06% | Reduce -9.5% | 5,944 | $594K |
| Sterling Group Wealth Management, LLC | 0.29% | Add +3.6% | 5,908 | $590K |
| BKM Wealth Management, LLC | 0.21% | Add +2.7% | 5,860 | $585K |
| Boyd Watterson Asset Management LLC | 0.17% | Add +19383.3% | 5,845 | $584K |
| Victory Financial Group, LLC | 0.07% | Add +25.5% | 5,804 | $580K |
| United Bank | 0.20% | Add +106.8% | 5,793 | $579K |
| Associated Banc-Corp | 0.01% | No change | 5,780 | $577K |
| Ascentis Wealth Management, LLC | 0.15% | Add +5.7% | 5,751 | $575K |
| Oak Associates Ltd. | 0.03% | New | 5,751 | $574K |
| Crestmont Private Wealth LLC | 0.19% | New | 5,739 | $573K |
| Palumbo Wealth Management LLC | 0.14% | New | 5,734 | $573K |
| Partners in Financial Planning | 0.10% | Add +0.4% | 5,708 | $570K |
| William John Sempolinski | 0.28% | — | 5,708 | $570K |
| Asset Allocation & Management Company, LLC | 0.23% | No change | 5,692 | $569K |
| Elevation Wealth Management LLC | 0.54% | — | 5,683 | $568K |
| Courier Capital LLC | 0.03% | No change | 5,674 | $567K |
| Wealthfront Advisers LLC | 0.00% | Add +51.2% | 5,666 | $566K |
| BlueStem Wealth Partners, LLC | 0.06% | Reduce -14.5% | 5,659 | $565K |
| Uptown Financial Advisors LLC | 0.48% | Reduce -7.6% | 5,659 | $565K |
| Axim Planning & Wealth | 0.60% | Add +32.9% | 5,656 | $565K |
| Acropolis Investment Management, LLC | 0.03% | Reduce -68.1% | 5,644 | $564K |
| Howe & Rusling Inc. | 0.04% | Add +25.0% | 5,628 | $562K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 5,617 | $561K |
| Trek Financial, LLC | 0.03% | Reduce -4.6% | 5,607 | $560K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -9.6% | 5,601 | $559K |
| Beacon Financial Group | 0.06% | Reduce -16.2% | 5,593 | $559K |
| Patten & Patten Inc. | 0.03% | Reduce -12.3% | 5,585 | $558K |
| Voisard Asset Management Group, Inc. | 0.12% | Reduce -7.4% | 5,584 | $558K |
| Hilltop Partners LLC | 0.14% | Reduce -14.4% | 5,555 | $555K |
| Y.D. More Investments Ltd | 0.03% | Add +18.1% | 5,545 | $554K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Add +1.4% | 5,531 | $553K |
| Members Wealth LLC | 0.34% | Add +32.8% | 5,460 | $547K |
| Willis Johnson & Associates, Inc. | 0.03% | Add +9.9% | 5,447 | $544K |
| Two Sigma Securities, LLC | 0.07% | Reduce -85.7% | 5,441 | $543K |
| Triumph Capital Management | 0.12% | Add +154.9% | 5,440 | $543K |
| Tradewinds, LLC. | 0.13% | Reduce -3.0% | 5,429 | $542K |
| Arwa LLC | 0.32% | — | 5,411 | $540K |
| Seascape Capital Management | 0.15% | Reduce -2.6% | 5,370 | $536K |
| Motco | 0.05% | Add +110.3% | 5,328 | $532K |
| Balanced Rock Investment Advisors LLC | 0.38% | No change | 5,314 | $531K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +18.9% | 5,313 | $531K |
| Advisortrust Partners, LLC | 0.23% | — | 5,300 | $529K |
| Bogart Wealth, LLC | 0.02% | Add +27.6% | 5,252 | $525K |
| Proffitt & Goodson Inc. | 0.07% | Reduce -2.2% | 5,251 | $524K |
| Ledyard National Bank | 0.05% | Reduce -20.6% | 5,244 | $524K |
| Altura Wealth Advisors Inc. | 0.22% | Add +1.3% | 5,230 | $522K |
| Vontobel Holding Ltd. | 0.00% | No change | 5,230 | $522K |
| Palisade Asset Management, LLC | 0.05% | Reduce -1.8% | 5,220 | $521K |
| Financial Consulate, Inc. | 0.07% | No change | 5,203 | $520K |
| GFS Advisors, LLC | 0.06% | No change | 5,200 | $519K |
| Warner Financial, Inc. | 0.18% | Reduce -23.4% | 5,190 | $518K |
| Performance Wealth Partners, LLC | 0.01% | Add +71.6% | 5,171 | $516K |
| Naviter Wealth, LLC | 0.07% | Add +1.3% | 5,142 | $514K |
| True Link Financial Advisors, LLC | 0.03% | New | 5,141 | $513K |
| Tidemark, LLC | 0.15% | No change | 5,113 | $511K |
| Resurgent Financial Advisors LLC | 0.26% | Add +16.3% | 5,082 | $508K |
| Sprott Inc. | 0.02% | Reduce -1.0% | 5,062 | $506K |
| Capital Advisors, Ltd. LLC | 0.06% | Reduce -0.3% | 5,040 | $503K |
| Gradient Capital Advisors, LLC | 0.13% | Reduce -1.4% | 5,019 | $501K |
| Vision Financial Markets LLC | 0.51% | No change | 5,000 | $499K |
| Attessa Capital LLC | 0.27% | Reduce -31.3% | 4,983 | $498K |
| Defined Wealth Management, LLC | 0.29% | Add +20.2% | 4,975 | $497K |
| Heritage Wealth Advisors | 0.02% | Add +9.9% | 4,962 | $496K |
| GSG Advisors LLC | 0.13% | Reduce -0.9% | 4,947 | $494K |
| Chapin Davis, Inc. | 0.12% | Reduce -1.5% | 4,911 | $491K |
| PYA Waltman Capital, LLC | 0.13% | New | 4,892 | $489K |
| OneAscent Financial Services LLC | 0.04% | Reduce -47.7% | 4,865 | $486K |
| Putney Financial Group LLC | 0.45% | Reduce -38.1% | 4,847 | $484K |
| Blue Edge Capital, LLC | 0.06% | New | 4,782 | $478K |
| Romano Brothers and Company | 0.05% | Add +3.4% | 4,773 | $477K |
| MCF Advisors LLC | 0.03% | Reduce -3.6% | 4,752 | $475K |
| Dale Q Rice Investment Management Ltd | 0.34% | No change | 4,728 | $472K |
| Northwest Capital Management Inc | 2.05% | Reduce -21.5% | 4,726 | $472K |
| Boston Research & Management Inc. | 0.11% | Reduce -0.7% | 4,722 | $472K |
| BG Investment Services, LLC | 0.42% | Add +4.4% | 4,712 | $471K |
| American Trust | 0.04% | Reduce -45.6% | 4,700 | $469K |
| Halbert Hargrove Global Advisors, LLC | 0.02% | No change | 4,675 | $467K |
| Texas Yale Capital Corp. | 0.01% | No change | 4,656 | $465K |
| Gray Private Wealth, LLC | 0.23% | Add +3.6% | 4,638 | $463K |
| Clear Creek Financial Management, LLC | 0.04% | Reduce -43.6% | 4,637 | $463K |
| TSA Wealth Managment LLC | 0.15% | Add +0.1% | 4,619 | $461K |
| Ridge Creek Global, Inc | 0.39% | — | 4,601 | $460K |
| Atlanta Consulting Group Advisors, LLC | 0.10% | Add +9.4% | 4,601 | $460K |
| Strategies Wealth Advisors, LLC | 0.05% | Reduce -17.9% | 4,595 | $459K |
| Legacy Wealth Managment, LLC | 0.22% | Add +13.4% | 4,587 | $458K |
| Crusonia Wealth Advisors LLC | 0.10% | — | 4,553 | $455K |
| Milestone Asset Management, LLC | 0.09% | Reduce -30.3% | 4,525 | $452K |
| Coordinated Financial Services, Inc. | 0.26% | New | 4,525 | $452K |
| Continuum Advisory, LLC | 0.04% | Reduce -5.4% | 4,487 | $448K |
| Inspire Trust Co, N.A. | 0.07% | No change | 4,486 | $448K |
| Abel Hall, LLC | 0.10% | Reduce -0.5% | 4,479 | $447K |
| Joel Isaacson & Co., LLC | 0.01% | Add +6.4% | 4,478 | $447K |
| Apeiron RIA LLC | 0.09% | Add +25.6% | 4,473 | $446K |
| Summit Financial Strategies, Inc. | 0.04% | Reduce -16.5% | 4,457 | $445K |
| Sonata Capital Group Inc. | 0.16% | Reduce -5.3% | 4,423 | $442K |
| Howard Financial Services, LTD. | 0.05% | New | 4,418 | $441K |
| Oath Planning, LLC | 0.43% | — | 4,406 | $440K |
| Chancellor Financial Group WB LP | 0.30% | Add +0.1% | 4,403 | $440K |
| Thompson David Blair | 0.25% | — | 4,403 | $440K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.03% | New | 4,380 | $437K |
| Quadcap Wealth Management, LLC | 0.05% | Reduce -0.6% | 4,362 | $436K |
| Fiduciary Alliance LLC | 0.03% | Add +86.1% | 4,346 | $434K |
| Moneco Advisors, LLC | 0.03% | Add +77.9% | 4,345 | $434K |
| Glen Eagle Advisors, LLC | 0.06% | Add +10.7% | 4,339 | $433K |
| Cottage Street Advisors LLC | 0.18% | Add +1.3% | 4,328 | $432K |
| Weaver Consulting Group | 0.11% | Add +24.1% | 4,316 | $431K |
| First Financial Bank - Trust Division | 0.04% | Add +0.9% | 4,314 | $431K |
| MidAtlantic Capital Management, Inc. | 0.28% | No change | 4,301 | $430K |
| Center for Wealth Management Advisory | 0.32% | — | 4,285 | $428K |
| LCW Services, LLC | 0.23% | — | 4,280 | $427K |
| Life Line Wealth Management LLC | 0.13% | Add +1.3% | 4,257 | $425K |
| Walkner Condon Financial Advisors LLC | 0.06% | Reduce -57.1% | 4,252 | $425K |
| Birch Financial Group, LLC | 0.24% | Reduce -6.9% | 4,243 | $424K |
| Verus Capital Partners, LLC | 0.03% | Add +17.7% | 4,213 | $421K |
| Bright Futures Wealth Management, LLC. | 0.31% | Add +97.7% | 4,207 | $420K |
| Legacy Capital Wealth Partners, LLC | 0.09% | Add +12.0% | 4,202 | $420K |
| Hobbs Group Advisors, LLC | 0.13% | Reduce -38.0% | 4,190 | $419K |
| Magnus Financial Group LLC | 0.03% | Add +37.3% | 4,186 | $418K |
| Peak Wealth Management LLC | 0.35% | — | 4,180 | $417K |
| Florida Financial Advisors, LLC | 0.11% | Add +25.8% | 4,168 | $416K |
| Wood Tarver Financial Group, LLC | 0.12% | Reduce -0.6% | 4,170 | $416K |
| New World Advisors LLC | 0.07% | Reduce -10.7% | 4,161 | $416K |
| Hanson & Doremus Investment Management | 0.05% | No change | 4,156 | $415K |
| Johnson Bixby & Associates, LLC | 0.05% | No change | 4,138 | $413K |
| Kestra Investment Management, LLC | 0.01% | Reduce -0.0% | 4,135 | $413K |
| Insight Wealth Partners, LLC | 0.17% | No change | 4,120 | $412K |
| CJM Wealth Advisers, Ltd. | 0.12% | Reduce -46.1% | 4,103 | $410K |
| Advisors Capital Management, LLC | 0.00% | New | 4,091 | $409K |
| WealthCollab, LLC | 0.17% | No change | 4,082 | $408K |
| EdgeRock Capital LLC | 0.11% | No change | 4,078 | $407K |
| Principia Wealth Advisory, LLC | 0.25% | Add +102.8% | 4,048 | $404K |
| Goodman Financial Corp | 0.08% | New | 4,048 | $404K |
| North Dallas Bank & Trust Co. | 0.26% | — | 4,030 | $403K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -2.5% | 4,012 | $402K |
| Torrey-Payne Wealth Management, LLC | 0.36% | — | 4,000 | $401K |
| Manuka Financial, LLC | 0.25% | Reduce -1.7% | 4,009 | $400K |
| Gouws Capital LLC | 0.21% | No change | 4,000 | $400K |
| Frank, Rimerman Advisors LLC | 0.03% | No change | 3,996 | $399K |
| Advance Capital Management, Inc. | 0.02% | Reduce -8.4% | 3,983 | $398K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +17.4% | 3,977 | $397K |
| German American Bancorp, Inc. | 0.03% | Reduce -0.4% | 3,966 | $396K |
| Coastal Bridge Advisors, LLC | 0.03% | Add +7.3% | 3,952 | $395K |
| LVW Advisors, LLC | 0.04% | New | 3,950 | $395K |
| Beacon Capital Management, LLC | 0.06% | Add +77.1% | 3,923 | $392K |
| Brickley Wealth Management | 0.07% | Add +8.1% | 3,921 | $392K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Reduce -21.9% | 3,911 | $391K |
| Drucker Wealth 3.0, LLC | 0.07% | Reduce -16.5% | 3,905 | $390K |
| 4WEALTH Advisors, Inc. | 0.34% | Reduce -0.5% | 3,879 | $387K |
| Lewis Asset Management, LLC | 0.16% | Add +11.7% | 3,869 | $386K |
| Community Bank & Trust, Waco, Texas | 0.08% | New | 3,840 | $384K |
| HCR Wealth Advisors | 0.04% | New | 3,795 | $379K |
| Hixon Zuercher, LLC | 0.11% | New | 3,790 | $379K |
| Financial Sense Advisors, Inc. | 0.08% | Add +1.6% | 3,789 | $378K |
| WealthCare Investment Partners, LLC | 0.11% | Add +13.4% | 3,780 | $377K |
| Barnes Dennig Private Wealth Management LLC | 0.38% | Add +0.6% | 3,757 | $375K |
| Claro Advisors Inc. | 0.05% | Reduce -4.4% | 3,731 | $373K |
| Ssi Investment Management LLC | 0.14% | No change | 3,720 | $372K |
| MPWM Advisory Solutions, LLC | 0.21% | Reduce -0.7% | 3,716 | $371K |
| Creative Capital Management Investments LLC | 0.11% | No change | 3,716 | $371K |
| Segment Wealth Management, LLC | 0.02% | Add +5.7% | 3,687 | $368K |
| Burney Co./ | 0.01% | Reduce -22.0% | 3,686 | $368K |
| Peregrine Asset Advisers, Inc. | 0.10% | Reduce -4.1% | 3,685 | $368K |
| Vantus Wealth LLC | 0.27% | — | 3,683 | $368K |
| Rialto Wealth Management, LLC | 0.09% | Reduce -41.1% | 3,681 | $368K |
| Plum Street Advisors, LLC | 0.13% | No change | 3,679 | $367K |
| Montag A & Associates Inc. | 0.02% | No change | 3,679 | $367K |
| Sentinel Pension Advisors, LLC | 0.06% | Add +1.0% | 3,677 | $367K |
| Davies Financial Advisors, Inc. | 0.68% | Reduce -70.7% | 3,674 | $367K |
| Strategic Investment Solutions, Inc. | 0.09% | No change | 3,674 | $367K |
| Williams Jones Wealth Management, LLC. | 0.00% | Reduce -1.2% | 3,656 | $365K |
| W Advisors, LLC | 0.18% | Reduce -0.6% | 3,646 | $364K |
| Petix & Botte Co | 0.08% | Reduce -2.6% | 3,630 | $363K |
| Northstar Group, Inc. | 0.05% | No change | 3,630 | $363K |
| Am Investment Strategies LLC | 0.08% | New | 3,623 | $362K |
| SIH Partners, LLLP | 0.02% | No change | 3,620 | $362K |
| Waters Parkerson & Co., LLC | 0.02% | No change | 3,620 | $362K |
| Note Advisors, LLC | 0.18% | Add +2.3% | 3,599 | $360K |
| Waystone Advisors LLC | 0.31% | — | 3,603 | $360K |
| Philip James Wealth Mangement, LLC | 0.04% | No change | 3,603 | $360K |
| MGB Wealth Management, LLC | 0.10% | No change | 3,579 | $358K |
| Sykon Capital LLC | 0.11% | Add +21.4% | 3,575 | $357K |
| ADG Wealth Management Group, LLC | 0.27% | New | 3,563 | $356K |
| Strategent Financial, LLC | 0.22% | No change | 3,558 | $355K |
| Archvest Wealth Advisors, Inc. | 0.23% | Reduce -75.7% | 3,556 | $355K |
| Foundation Wealth Management, LLC\PA | 0.13% | Reduce -15.9% | 3,550 | $355K |
| Carter Financial Group, INC. | 0.21% | Reduce -10.7% | 3,548 | $354K |
| Consolidated Portfolio Review Corp | 0.03% | Reduce -81.4% | 3,543 | $354K |
| Pine Ridge Advisers LLC | 0.02% | No change | 3,543 | $354K |
| Anchor Capital Advisors LLC | 0.01% | Reduce -9.5% | 3,535 | $353K |
| KPP Advisory Services LLC | 0.05% | Reduce -19.6% | 3,534 | $353K |
| GR Financial Group, LLC | 0.08% | Add +1.3% | 3,521 | $352K |
| Boreal Capital Management LLC | 0.32% | Reduce -29.9% | 3,520 | $352K |
| CCG Wealth Management, LLC | 0.15% | New | 3,517 | $351K |
| Syverson Strege & Co | 0.08% | Reduce -14.3% | 3,510 | $351K |
| Rockingstone Advisors LLC | 0.16% | No change | 3,500 | $350K |
| Cary Street Partners Investment Advisory LLC | 0.09% | Reduce -44.1% | 3,500 | $350K |
| Odyssey Capital Advisors, Inc. | 0.31% | — | 3,496 | $349K |
| Callan Family Office, LLC | 0.01% | New | 3,489 | $348K |
| Retireful, LLC | 0.44% | Reduce -75.7% | 3,471 | $348K |
| Strategic Investment Advisors / MI | 0.03% | Reduce -92.3% | 3,475 | $347K |
| SOA Wealth Advisors, LLC. | 0.06% | Reduce -0.5% | 3,462 | $346K |
| Union Savings Bank | 0.15% | — | 3,456 | $345K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 3,449 | $344K |
| Westmount Partners, LLC | 0.09% | No change | 3,440 | $344K |
| Dogwood Wealth Management LLC | 0.15% | Add +5.0% | 3,435 | $343K |
| Karpus Management, Inc. | 0.01% | Add +24.5% | 3,435 | $343K |
| Stephenson & Company, Inc. | 0.19% | Add +11.4% | 3,422 | $342K |
| Topsail Wealth Management, LLC | 0.05% | Reduce -19.6% | 3,399 | $340K |
| Life Planning Partners, Inc | 0.26% | Add +59.2% | 3,399 | $339K |
| 25 LLC | 0.11% | Reduce -17.7% | 3,391 | $339K |
| Westshore Wealth, LLC | 0.11% | No change | 3,389 | $338K |
| KLCM Advisors, Inc. | 0.03% | New | 3,360 | $336K |
| Financial Management Professionals, Inc. | 0.03% | No change | 3,356 | $335K |
| Krilogy Financial LLC | 0.01% | Add +2.5% | 3,330 | $334K |
| Centaurus Financial, Inc. | 0.02% | Add +11.1% | 3,325 | $332K |
| Cutler Investment Counsel LLC | 0.03% | Add +6.0% | 3,314 | $331K |
| Ssa Swiss Advisors AG | 0.15% | Reduce -15.6% | 3,311 | $331K |
| Endowment Wealth Management, Inc. | 0.15% | Add +14.1% | 3,282 | $328K |
| Everhart Financial Group, Inc. | 0.03% | Reduce -5.8% | 3,279 | $328K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -73.9% | 3,278 | $327K |
| Clearstead Trust, LLC | 0.05% | Reduce -17.3% | 3,268 | $326K |
| Hardin Capital Partners, LLC | 0.15% | Reduce -0.6% | 3,260 | $326K |
| Traub Capital Management LLC | 0.31% | Add +18.1% | 3,255 | $325K |
| Middleton & Co. Inc. | 0.03% | No change | 3,250 | $325K |
| Cape Investment Advisory, Inc. | 0.10% | Add +32.3% | 3,249 | $324K |
| BAM Wealth Management, LLC | 0.23% | Reduce -28.9% | 3,233 | $323K |
| Parkshore Wealth Management, Inc. | 0.12% | Add +0.7% | 3,218 | $321K |
| White Lighthouse Investment Management Inc. | 0.04% | Add +15.2% | 3,214 | $321K |
| Selby Wealth Management, LLC | 0.13% | — | 3,211 | $321K |
| Stonebridge Capital Advisors LLC | 0.02% | Add +14.4% | 3,202 | $320K |
| Riverbend Wealth Management, LLC | 0.20% | No change | 3,197 | $319K |
| Key Financial Inc | 0.06% | Reduce -5.0% | 3,188 | $318K |
| Absolute Capital Management, LLC | 0.12% | Add +4.9% | 3,171 | $317K |
| Meadow Creek Wealth Advisors LLC | 0.20% | Reduce -9.9% | 3,168 | $316K |
| Old Mission Investment Co LLC | 0.08% | Reduce -30.2% | 3,167 | $316K |
| Tempus Wealth Planning, LLC | 0.07% | Reduce -3.5% | 3,160 | $316K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -0.5% | 3,148 | $314K |
| Stelac Advisory Services LLC | 0.11% | No change | 3,136 | $313K |
| Stonehearth Capital Management, LLC | 0.12% | Add +1.3% | 3,126 | $312K |
| Rosenberg Matthew Hamilton | 0.06% | Add +0.8% | 3,094 | $309K |
| Cypress Wealth Services, LLC | 0.04% | Reduce -16.9% | 3,069 | $307K |
| Cooper Financial Group | 0.03% | Add +29.6% | 3,068 | $306K |
| New Millennium Group LLC | 0.13% | Add +164.4% | 3,065 | $306K |
| WealthBridge Capital Management, LLC | 0.07% | Reduce -14.6% | 3,065 | $306K |
| Wetzel Investment Advisors, Inc. | 0.12% | No change | 3,058 | $305K |
| Silverlake Wealth Management LLC | 0.07% | Reduce -0.4% | 3,048 | $304K |
| Beaumont Financial Advisors, LLC | 0.02% | New | 3,048 | $304K |
| XY Planning Network, Inc. | 0.05% | New | 3,045 | $304K |
| HFG Advisors, Inc. | 0.22% | New | 3,044 | $304K |
| Lee Danner & Bass Inc. | 0.02% | No change | 3,042 | $304K |
| BNC Wealth Management, LLC | 0.08% | Add +15.7% | 3,039 | $304K |
| Marino, Stram & Associates LLC | 0.05% | New | 3,031 | $303K |
| Bravias Capital Group, LLC | 0.18% | Reduce -6.8% | 3,028 | $302K |
| Wincap Financial LLC | 0.21% | Add +3.3% | 3,025 | $302K |
| Millstone Evans Group, LLC | 0.18% | Add +14304.8% | 3,025 | $302K |
| Financial Architects, LLC | 0.16% | New | 3,005 | $300K |
| MB Generational Wealth, LLC | 0.16% | No change | 3,001 | $300K |
| Gables Capital Management Inc. | 0.13% | No change | 3,000 | $300K |
| Rise Advisors, LLC | 0.11% | Reduce -8.9% | 2,991 | $299K |
| Tenret Co LLC | 0.15% | No change | 2,990 | $299K |
| Howard Bailey Securities, LLC | 0.12% | Reduce -17.3% | 2,987 | $298K |
| Elite Financial, Inc. | 0.13% | No change | 2,967 | $296K |
| SWP Financial LLC | 0.15% | Add +8.0% | 2,951 | $295K |
| Allianz Asset Management GmbH | 0.00% | Add +13.5% | 2,950 | $295K |
| Noesis Capital Mangement Corp. | 0.04% | Add +14.2% | 2,946 | $294K |
| Ergawealth Advisors, Inc. | 0.14% | No change | 2,940 | $294K |
| Wellington Shields & Co., LLC | 0.07% | New | 2,915 | $291K |
| Parcion Private Wealth LLC | 0.02% | New | 2,911 | $291K |
| FSM Wealth Advisors, LLC | 0.04% | Reduce -4.1% | 2,908 | $290K |
| Stordahl Capital Management, Inc. | 0.06% | Add +0.9% | 2,903 | $290K |
| Brookwood Investment Group LLC | 0.03% | Reduce -58.4% | 2,893 | $289K |
| Everett Harris & Co. | 0.00% | No change | 2,892 | $289K |
| Highland Financial Advisors, LLC | 0.08% | New | 2,887 | $288K |
| Novem Group | 0.03% | Reduce -16.8% | 2,871 | $287K |
| Sandbox Financial Partners, LLC | 0.08% | Add +0.7% | 2,868 | $286K |
| Annex Advisory Services, LLC | 0.01% | Add +13.8% | 2,863 | $286K |
| Richard Bernstein Advisors LLC | 0.01% | New | 2,861 | $286K |
| FWL Investment Management, LLC | 0.07% | Add +41.5% | 2,848 | $284K |
| CrossGen Wealth, LLC | 0.25% | — | 2,831 | $283K |
| Clarity Retirement & Wealth, LLC | 0.25% | — | 2,828 | $282K |
| Essential Planning, LLC. | 0.09% | Add +23.6% | 2,827 | $282K |
| Echo45 Advisors LLC | 0.16% | New | 2,815 | $281K |
| Potentia Wealth | 0.10% | Reduce -0.8% | 2,806 | $280K |
| Courage Miller Partners, LLC | 0.08% | Reduce -0.0% | 2,805 | $280K |
| Benin Management CORP | 0.06% | No change | 2,792 | $279K |
| Phocas Financial Corp. | 0.04% | New | 2,791 | $279K |
| Bison Wealth, LLC | 0.03% | Reduce -67.0% | 2,822 | $278K |
| Kendall Capital Management | 0.06% | New | 2,785 | $278K |
| Cornerstone Planning Group LLC | 0.04% | Add +60.1% | 2,745 | $275K |
| Polaris Investment Advisors, LLC | 0.20% | — | 2,749 | $275K |
| DB&C Advisors, LLC | 0.34% | — | 2,740 | $274K |
| Duncker Streett & Co. Inc. | 0.05% | No change | 2,735 | $273K |
| Wolff Wiese Magana LLC | 0.15% | No change | 2,734 | $273K |
| Concorde Asset Management, LLC | 0.11% | Reduce -1.6% | 2,726 | $272K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.09% | Add +782.1% | 2,708 | $270K |
| CWA Asset Management Group, LLC | 0.01% | Reduce -31.2% | 2,694 | $269K |
| Independent Family Office, LLC | 0.11% | No change | 2,682 | $268K |
| Anchor Investment Management, LLC | 0.02% | Reduce -5.5% | 2,680 | $268K |
| Angeles Wealth Management, LLC | 0.01% | Add +69.4% | 2,680 | $268K |
| Pines Wealth Management, LLC | 0.09% | Add +0.1% | 2,676 | $267K |
| Holistic Financial Partners | 0.10% | Reduce -8.2% | 2,663 | $266K |
| SeaCrest Wealth Management, LLC | 0.03% | New | 2,653 | $266K |
| Braun-Bostich & Associates Inc. | 0.16% | Add +2.5% | 2,655 | $265K |
| Thomasville National Bank | 0.02% | No change | 2,655 | $265K |
| Cornerstone Financial Group, LLC | 0.18% | New | 2,653 | $265K |
| Atticus Wealth Management, LLC | 0.07% | Add +1.3% | 2,650 | $265K |
| Cadinha & Co. LLC | 0.04% | Add +0.4% | 2,644 | $264K |
| Transcendent Capital Group LLC | 0.12% | Reduce -10.9% | 2,642 | $264K |
| Missouri Trust & Investment Co | 0.08% | Add +9.9% | 2,632 | $263K |
| Wellington Shields Capital Management, LLC | 0.04% | No change | 2,631 | $263K |
| Milestones Private Investment Advisors LLC | 0.18% | New | 2,625 | $262K |
| Obermeyer Wealth Partners | 0.01% | Reduce -12.7% | 2,622 | $262K |
| Boston Family Office LLC | 0.02% | New | 2,615 | $261K |
| Three Bearings Fiduciary Advisors, Inc. | 0.24% | — | 2,585 | $259K |
| Northstar Financial Companies, Inc. | 0.21% | Reduce -2.7% | 2,587 | $258K |
| Garrett Wealth Advisory Group, LLC | 0.05% | No change | 2,581 | $258K |
| Chemistry Wealth Management LLC | 0.05% | Add +11.0% | 2,581 | $258K |
| SageGuard Financial Group, LLC | 0.04% | — | 2,581 | $258K |
| Aft, Forsyth & Company, Inc. | 0.11% | New | 2,580 | $258K |
| Fidelity D & D Bancorp Inc. | 0.11% | No change | 2,571 | $257K |
| Chilton Capital Management LLC | 0.01% | No change | 2,570 | $257K |
| Brown Wealth Management, LLC | 0.07% | Reduce -1.8% | 2,569 | $257K |
| Clearview Wealth Advisors LLC | 0.16% | Reduce -12.9% | 2,554 | $255K |
| 21 West Wealth Management LLC | 0.23% | New | 2,553 | $255K |
| Carroll Advisory Group, LLC | 0.11% | — | 2,551 | $255K |
| Brady Martz Wealth Solutions, LLC | 0.04% | Add +15.5% | 2,547 | $254K |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 0.18% | New | 2,536 | $254K |
| HBW Advisory Services LLC | 0.03% | New | 2,532 | $253K |
| Two West Capital Advisors LLC | 0.15% | New | 2,505 | $250K |
| Kings Path Partners LLC | 0.09% | Add +10.7% | 2,504 | $250K |
| McIlrath & Eck, LLC | 0.02% | Add +0.8% | 2,502 | $250K |
| Eagle Wealth Strategies LLC | 0.12% | New | 2,501 | $250K |
| Lanham O'Dell & Company, Inc. | 0.07% | No change | 2,500 | $250K |
| Old Port Advisors | 0.06% | Reduce -10.7% | 2,499 | $250K |
| Bank Ozk | 0.09% | No change | 2,497 | $249K |
| Ackerman Asset Management, LLC | 0.16% | New | 2,483 | $248K |
| Zullo Investment Group, Inc. | 0.09% | No change | 2,455 | $245K |
| Wealth Architects, LLC | 0.02% | Add +20.1% | 2,452 | $245K |
| Adirondack Capital Advisors, LLC | 0.16% | — | 2,449 | $245K |
| Cahill Financial Advisors Inc. | 0.03% | Add +14.8% | 2,447 | $244K |
| Raab & Moskowitz Asset Management LLC | 0.05% | No change | 2,441 | $244K |
| Reflection Asset Management | 0.17% | — | 2,433 | $243K |
| West Branch Capital LLC | 0.06% | Reduce -28.1% | 2,430 | $243K |
| Redhawk Wealth Advisors, Inc. | 0.03% | Add +9.1% | 2,423 | $242K |
| WealthTrust Axiom LLC | 0.06% | No change | 2,423 | $242K |
| Independence Bank of Kentucky | 0.03% | Reduce -15.7% | 2,420 | $242K |
| Maltin Wealth Management, Inc. | 0.10% | Add +1.3% | 2,411 | $241K |
| Morris Financial Concepts, Inc. | 0.08% | Reduce -0.2% | 2,407 | $240K |
| Linden Thomas Advisory Services, LLC | 0.02% | Reduce -5.3% | 2,384 | $238K |
| Pursue Wealth Partners LLC | 0.12% | Add +7.3% | 2,381 | $238K |
| Taylor & Morgan Wealth Management, LLC | 0.13% | New | 2,382 | $238K |
| Oak Harvest Investment Services | 0.03% | Reduce -74.4% | 2,381 | $238K |
| Silver Oak Advisory Group, Inc. | 0.11% | Add +2.6% | 2,379 | $237K |
| Fragasso Financial Advisors Inc | 0.01% | Reduce -12.2% | 2,373 | $237K |
| Altar Rock LLC | 0.28% | — | 2,369 | $237K |
| ARS Wealth Advisors Group, LLC | 0.02% | Reduce -5.9% | 2,364 | $236K |
| Daner Wealth Management, LLC | 0.14% | No change | 2,350 | $236K |
| Hills Bank & Trust Co | 0.01% | Add +1.7% | 2,346 | $234K |
| Spreng Capital Management, Inc. | 0.09% | Add +3.4% | 2,342 | $234K |
| Palacios Wealth Management, LLC | 0.18% | No change | 2,339 | $234K |
| Ascent Advisors, LLC | 44.87% | — | 2,333 | $233K |
| Essex Bank | 0.05% | Add +1.3% | 2,330 | $233K |
| Financial Advisors Network, Inc. | 0.03% | No change | 2,328 | $233K |
| Rainier Family Wealth Inc. | 0.18% | New | 2,326 | $232K |
| Brandywine Oak Private Wealth LLC | 0.02% | No change | 2,322 | $232K |
| Able Wealth Management LLC | 0.07% | Add +13.2% | 2,318 | $231K |
| Cassilly Financial Group LLC | 0.20% | — | 2,314 | $231K |
| Allied Investment Advisors, LLC | 0.04% | No change | 2,309 | $231K |
| Creative Financial Designs Inc. | 0.01% | Reduce -4.2% | 2,306 | $230K |
| Pension & Wealth Management Advisors, Inc. | 0.07% | Reduce -16.6% | 2,303 | $230K |
| New Republic Capital, LLC | 0.06% | Add +19075.0% | 2,301 | $230K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Add +3.1% | 2,278 | $228K |
| American Financial Advisors, LLC | 0.03% | Reduce -7.0% | 2,281 | $228K |
| Debussy Capital Management LP | 0.03% | Reduce -15.9% | 2,267 | $226K |
| Banque Pictet & Cie SA | 0.00% | No change | 2,261 | $226K |
| Certified Advisory Corp | 0.02% | Reduce -8.1% | 2,251 | $225K |
| Hengehold Capital Management LLC | 0.02% | Add +2.2% | 2,248 | $224K |
| SilverOak Wealth Management LLC | 0.04% | No change | 2,237 | $223K |
| Aspen Capital Management, LLC | 0.06% | New | 2,229 | $223K |
| Invst, LLC | 0.02% | Add +4.2% | 2,213 | $221K |
| 3EDGE Asset Management, LP | 0.01% | No change | 2,213 | $221K |
| Fortis Group Advisors, LLC | 0.04% | Reduce -5.6% | 2,201 | $220K |
| Lyell Wealth Management, LP | 0.02% | Reduce -16.7% | 2,195 | $219K |
| Rothschild Investment LLC | 0.01% | Reduce -10.1% | 2,195 | $219K |
| Promethium Advisors,llc | 0.12% | No change | 2,190 | $219K |
| Keystone Financial Group | 0.02% | New | 2,190 | $219K |
| Impact Partnership Wealth, LLC | 0.03% | Reduce -9.4% | 2,183 | $218K |
| OneAscent Wealth Management LLC | 0.07% | New | 2,174 | $217K |
| AllGen Financial Advisors, Inc. | 0.05% | New | 2,168 | $217K |
| QP Wealth Management, LLC | 0.19% | — | 2,165 | $216K |
| Argyle Capital Partners, LLC | 0.16% | New | 2,159 | $216K |
| ASL Financial, LLC | 0.17% | — | 2,149 | $215K |
| Icon Wealth Advisors, LLC | 0.01% | Reduce -31.9% | 2,148 | $215K |
| Trust Co. of Vermont | 0.01% | Add +12.1% | 2,144 | $214K |
| Golden Reserve Retirement LLC | 0.04% | New | 2,133 | $213K |
| Convergence Financial, LLC | 0.03% | Add +3.8% | 2,120 | $212K |
| Operose Advisors LLC | 0.05% | Add +28.6% | 2,120 | $212K |
| Heritage Oak Wealth Advisors LLC | 0.08% | New | 2,119 | $212K |
| Vanguard Group Inc. | 0.00% | Reduce -16.7% | 2,118 | $212K |
| Essex Financial Services, Inc. | 0.01% | Add +0.9% | 2,118 | $212K |
| New Capital Management LP | 0.05% | Reduce -47.1% | 2,117 | $211K |
| Aspen Wealth Management LLC | 0.04% | New | 2,117 | $211K |
| Cambridge Financial Group, LLC | 0.07% | No change | 2,110 | $211K |
| Penobscot Investment Management Company, Inc. | 0.02% | No change | 2,115 | $211K |
| Trueblood Wealth Management, LLC | 0.08% | Add +4.3% | 2,109 | $211K |
| Seeds Investor LLC | 0.04% | New | 2,109 | $211K |
| Maimon Wealth Management LTD. | 0.19% | — | 2,100 | $210K |
| WFA of San Diego, LLC | 0.15% | No change | 2,100 | $210K |
| Boltwood Capital Management | 0.05% | No change | 2,100 | $210K |
| Capital Investment Counsel, Inc | 0.02% | No change | 2,100 | $210K |
| Essex LLC | 0.04% | Add +0.1% | 2,098 | $210K |
| Kathmere Capital Management, LLC | 0.01% | New | 2,097 | $209K |
| Wealthgarden F.S. LLC | 0.14% | Reduce -11.4% | 2,089 | $209K |
| Meridian Management Co. | 0.05% | New | 2,092 | $209K |
| Cornerstone Advisory, LLC | 0.02% | Reduce -4.2% | 2,081 | $208K |
| Falcon Wealth Planning | 0.02% | Reduce -1.1% | 2,081 | $208K |
| Diversified Management Inc. | 0.05% | — | 2,080 | $208K |
| Crescent Grove Advisors, LLC | 0.02% | Reduce -61.7% | 2,076 | $207K |
| Allegheny Financial Group | 0.03% | New | 2,072 | $207K |
| Keener Financial Planning LLC | 0.09% | New | 2,077 | $207K |
| Primoris Wealth Advisors, LLC | 0.12% | No change | 2,070 | $207K |
| Owen LaRue, LLC | 0.08% | Reduce -19.9% | 2,067 | $206K |
| Towneley Capital Management, Inc / DE | 0.04% | No change | 2,066 | $206K |
| RHS Financial, LLC | 0.10% | Reduce -45.1% | 2,066 | $206K |
| Pine Haven Investment Counsel, Inc | 0.15% | No change | 2,065 | $206K |
| Harbour Capital Advisors, LLC | 0.04% | New | 2,064 | $206K |
| Ring Mountain Capital, LLC | 0.11% | New | 2,062 | $206K |
| Partners Wealth Management, LLC | 0.21% | Add +0.1% | 2,061 | $206K |
| Laffer Tengler Investments, Inc. | 0.04% | No change | 2,061 | $206K |
| Affinity Capital Advisors, LLC | 0.03% | Reduce -27.0% | 2,056 | $205K |
| Wick Capital Partners, LLC | 0.04% | New | 2,055 | $205K |
| Northwest Wealth Advisors, LLC | 0.16% | — | 2,048 | $205K |
| LaSalle St. Investment Advisors, LLC | 0.03% | Reduce -14.1% | 2,049 | $204K |
| Rossmore Private Capital | 0.02% | Add +34.6% | 2,032 | $203K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.05% | No change | 2,028 | $203K |
| Trust Co. of Toledo NA | 0.02% | Reduce -2.4% | 2,026 | $202K |
| Woodmont Investment Counsel LLC | 0.01% | No change | 2,026 | $202K |
| New Insight Wealth Advisors | 0.07% | Reduce -9.7% | 2,023 | $202K |
| Apex Wealth Management, LLC | 0.20% | New | 2,013 | $201K |
| Midwest Capital Advisors, LLC | 0.10% | Add +1.0% | 2,015 | $201K |
| SkyView Investment Advisors, LLC | 0.03% | No change | 2,012 | $201K |
| Glass Jacobson Investment Advisors llc | 0.07% | Reduce -0.6% | 2,008 | $201K |
| Delta Asset Management LLC | 0.02% | Reduce -1.2% | 2,000 | $200K |
| Prudential PLC | 0.00% | No change | 2,000 | $200K |
| Salomon & Ludwin, LLC | 0.02% | No change | 1,911 | $191K |
| Richards, Merrill & Peterson, Inc. | 0.07% | No change | 1,842 | $184K |
| Rice Partnership, LLC | 0.02% | No change | 1,769 | $177K |
| Entrust Financial LLC | 0.13% | — | 1,739 | $174K |
| Matrix Private Capital Group LLC | 0.09% | No change | 1,723 | $172K |
| Cardiff Park Advisors, LLC | 0.01% | Add +1.1% | 1,688 | $169K |
| RMG Wealth Management LLC | 0.02% | New | 2,834 | $168K |
| Richardson Capital Management LLC | 0.08% | Reduce -41.3% | 1,681 | $168K |
| BankChampaign, National Association | 0.17% | — | 105 | $168K |
| Bank of New Hampshire | 0.04% | No change | 1,655 | $165K |
| CNB Bank | 0.07% | Reduce -8.3% | 1,647 | $165K |
| Vermillion & White Wealth Management Group, LLC | 0.09% | Reduce -0.4% | 1,634 | $163K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | Add +0.1% | 1,626 | $162K |
| Oakworth Capital, Inc. | 0.01% | Add +32.8% | 1,619 | $162K |
| Beaird Harris Wealth Management, LLC | 0.01% | Reduce -1.9% | 1,594 | $159K |
| St Germain D J Co. Inc. | 0.01% | No change | 1,573 | $157K |
| Networth Advisors, LLC | 0.11% | — | 1,557 | $156K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 1,550 | $155K |
| Centerpoint Advisors, LLC | 0.05% | No change | 1,535 | $153K |
| Friedenthal Financial | 0.08% | Reduce -7.4% | 1,529 | $153K |
| Flagship Wealth Advisors, LLC | 0.04% | No change | 1,496 | $149K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.04% | No change | 1,495 | $149K |
| City Holding Co. | 0.02% | Add +336.8% | 1,472 | $147K |
| Crews Bank & Trust | 0.02% | No change | 1,463 | $146K |
| Ameriflex Group, Inc. | 0.08% | Reduce -58.1% | 1,459 | $146K |
| First Financial Corp. | 0.05% | No change | 1,436 | $143K |
| Fiduciary Advisors, Inc. | 0.11% | New | 1,434 | $143K |
| Caldwell Sutter Capital, Inc. | 0.06% | No change | 1,429 | $143K |
| Bayban | 0.13% | — | 1,426 | $142K |
| Wells Financial Advisors INC | 0.27% | Reduce -68.4% | 1,397 | $140K |
| Pacifica Partners Inc. | 0.06% | Add +219.0% | 1,311 | $131K |
| Pioneer Family Office, LLC | 0.09% | — | 1,309 | $131K |
| IFC & Insurance Marketing, Inc. | 0.13% | — | 1,305 | $130K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | No change | 1,290 | $129K |
| Contravisory Investment Management, Inc. | 0.03% | New | 1,290 | $129K |
| Stephens Consulting, LLC | 0.04% | Add +9.4% | 1,288 | $129K |
| Integrity Financial Corp | 0.06% | New | 1,267 | $127K |
| Indiana Trust & Investment Management Co | 0.04% | Reduce -8.2% | 1,259 | $126K |
| Valley Wealth Managers, Inc. | 0.01% | Reduce -6.0% | 1,198 | $120K |
| N.E.W. Advisory Services LLC | 0.01% | Add +0.3% | 1,184 | $118K |
| Comprehensive Financial Planning, Inc. | 0.08% | Add +59.9% | 1,150 | $115K |
| CoreFirst Bank & Trust | 0.06% | New | 1,110 | $111K |
| Joseph Group Capital Management | 0.03% | Reduce -27.4% | 1,103 | $110K |
| Banque Cantonale Vaudoise | 0.00% | No change | 1,100 | $110K |
| Commonwealth Retirement Investments LLC | 0.03% | New | 1,078 | $108K |
| Cranbrook Wealth Management, LLC | 0.02% | Add +2.7% | 1,064 | $106K |
| Darwin Wealth Management, LLC | 0.03% | Reduce -19.3% | 1,055 | $105K |
| Nemes Rush Group LLC | 0.01% | New | 1,044 | $104K |
| Smallwood Wealth Investment Management, LLC | 0.05% | No change | 1,039 | $104K |
| Breakwater Investment Management | 0.04% | No change | 1,033 | $103K |
| Biltmore Family Office, LLC | 0.01% | No change | 1,023 | $102K |
| Pflug Koory, LLC | 0.05% | Add +3.2% | 1,012 | $101K |
| Mechanics Financial Corp | 0.04% | No change | 1,000 | $100K |
| Bangor Savings Bank | 0.01% | Reduce -35.7% | 960 | $96K |
| Compass Financial Services Inc | 0.04% | Add +1.0% | 929 | $93K |
| Security National Bank | 0.01% | New | 924 | $92K |
| Atomic Invest LLC | 0.05% | — | 918 | $92K |
| Granite FO LLC | 0.05% | No change | 903 | $90K |
| Highline Wealth Partners LLC | 0.03% | No change | 897 | $90K |
| Tucker Asset Management LLC | 0.03% | Reduce -29.8% | 890 | $89K |
| Hazlett, Burt & Watson, Inc. | 0.03% | Reduce -14.3% | 880 | $87K |
| Winch Advisory Services, LLC | 0.02% | No change | 864 | $86K |
| Evolution Wealth Management Inc. | 0.07% | Add +114.0% | 858 | $86K |
| Toth Financial Advisory Corp. | 0.01% | Reduce -3.4% | 857 | $86K |
| Ares Financial Consulting, LLC | 0.08% | — | 845 | $84K |
| Archer Investment Corp | 0.02% | No change | 840 | $84K |
| Atlantic Edge Private Wealth Management, LLC | 0.02% | No change | 820 | $82K |
| American Capital Advisory, LLC | 0.04% | No change | 811 | $81K |
| Orion Capital Management LLC | 0.03% | Reduce -21.9% | 807 | $81K |
| Tradewinds Capital Management, LLC | 0.02% | No change | 805 | $80K |
| Founders Financial Alliance, LLC | 0.01% | Reduce -65.1% | 790 | $79K |
| Kozak & Associates, Inc. | 0.02% | Reduce -37.0% | 788 | $79K |
| Medallion Wealth Advisors, LLC | 0.03% | Add +0.1% | 766 | $77K |
| Knuff & Co LLC | 0.02% | Reduce -80.0% | 760 | $76K |
| Dorato Capital Management | 0.06% | — | 748 | $75K |
| Your Advocates Ltd., LLP | 0.02% | Add +468.2% | 750 | $75K |
| American Wealth Advisors, LLC | 0.07% | Add +1.4% | 737 | $74K |
| Walsh & Associates, LLC | 0.07% | — | 703 | $70K |
| Strategic Wealth Advisors LLC | 0.06% | — | 710 | $70K |
| JNBA Financial Advisors | 0.01% | No change | 666 | $67K |
| Parkside Financial Bank & Trust | 0.00% | No change | 655 | $65K |
| Brown, Lisle/Cummings, Inc. | 0.02% | No change | 650 | $65K |
| Activest Wealth Management | 0.01% | Add +0.8% | 626 | $63K |
| Bullock Wealth Management Group | 0.03% | — | 625 | $62K |
| True Wealth Design, LLC | 0.02% | New | 610 | $61K |
| Basepoint Wealth LLC | 0.04% | Reduce -80.5% | 609 | $61K |
| IMA Advisory Services, Inc. | 0.01% | No change | 604 | $60K |
| Horizon Bancorp Inc. | 0.03% | New | 601 | $60K |
| Navigoe, LLC | 0.03% | No change | 542 | $54K |
| Caitlin John, LLC | 0.03% | Reduce -1.5% | 532 | $53K |
| Steph & Co. | 0.01% | No change | 516 | $52K |
| Godsey & Gibb, Inc. | 0.00% | New | 483 | $48K |
| ESL Trust Services, LLC | 0.01% | Reduce -38.9% | 440 | $44K |
| Wellington Grp LLC | 0.01% | — | 434 | $43K |
| Glassman Wealth Services | 0.01% | Add +1730.4% | 421 | $42K |
| one8zero8, LLC | 0.01% | No change | 410 | $41K |
| Chesapeake Asset Management LLC | 0.03% | Add +21.0% | 404 | $40K |
| Covestor Ltd | 0.02% | Add +8.5% | 397 | $40K |
| Fortitude Family Office, LLC | 0.01% | New | 389 | $39K |
| Collier Financial | 0.03% | Add +21.7% | 381 | $38K |
| Garner Asset Management Corp | 0.01% | New | 380 | $38K |
| First Community Trust NA | 0.03% | Add +478.5% | 376 | $38K |
| Concord Wealth Partners | 0.00% | Reduce -1.9% | 367 | $37K |
| North Ridge Wealth Advisors, Inc. | 0.02% | Add +15.6% | 363 | $36K |
| GAMMA Investing LLC | 0.00% | Reduce -30.9% | 362 | $36K |
| Richardson Financial Services Inc. | 0.01% | New | 332 | $33K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Add +78.0% | 331 | $33K |
| Copia Wealth Management | 0.02% | No change | 331 | $33K |
| Roble, Belko & Company, Inc | 0.00% | No change | 334 | $33K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Reduce -21.7% | 325 | $32K |
| Consultiva Wealth Management, Corp. | 0.09% | No change | 317 | $32K |
| JCIC Asset Management Inc. | 0.01% | No change | 315 | $31K |
| Bear Mountain Capital, Inc. | 0.01% | Add +0.7% | 311 | $31K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -58.8% | 312 | $31K |
| Elevate Wealth Advisory, Inc. | 0.02% | No change | 311 | $31K |
| Manchester Capital Management LLC | 0.00% | New | 310 | $31K |
| Bradley & Co. Private Wealth Management, LLC | 0.02% | Add +18.9% | 302 | $30K |
| Punch & Associates Investment Management, Inc. | 0.00% | No change | 300 | $30K |
| Wiser Advisor Group LLC | 0.03% | Add +1.4% | 291 | $29K |
| Safe Harbor Fiduciary, LLC | 0.03% | — | 291 | $29K |
| First Command Advisory Services, Inc. | 0.00% | Add +321.2% | 278 | $28K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | New | 272 | $27K |
| Global Trust Asset Management, LLC | 0.01% | Reduce -83.1% | 272 | $27K |
| Asset Dedication, LLC | 0.00% | Add +6.7% | 271 | $27K |
| Meramec Financial Planners, LLC | 0.01% | — | 266 | $27K |
| Cresta Advisors, Ltd. | 0.01% | New | 255 | $25K |
| Blueline Advisors LLC | 0.02% | — | 251 | $25K |
| Valley National Advisers Inc. | 0.00% | Add +339.0% | 259 | $25K |
| SRH Advisors, LLC | 0.01% | No change | 250 | $25K |
| Palouse Capital Management, Inc. | 0.02% | New | 243 | $24K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +1.3% | 238 | $24K |
| HFM Investment Advisors, LLC | 0.01% | Add +20.8% | 238 | $24K |
| AlphaCore Capital LLC | 0.00% | Add +16.1% | 224 | $22K |
| Key Capital Management, INC | 0.02% | — | 223 | $22K |
| SJS Investment Consulting Inc. | 0.00% | No change | 221 | $22K |
| Hilltop National Bank | 0.01% | No change | 220 | $22K |
| Citizens National Bank Trust Department | 0.00% | Reduce -12.0% | 220 | $22K |
| SHP Wealth Management | 0.00% | — | 219 | $22K |
| Paladin Advisory Group, LLC | 0.01% | No change | 205 | $20K |
| Tompkins Financial Corp. | 0.00% | No change | 204 | $20K |
| Investors Research Corp | 0.00% | No change | 203 | $20K |
| Tanglewood Legacy Advisors, LLC | 0.01% | Add +50.0% | 201 | $20K |
| Founders Capital Management | 0.01% | No change | 200 | $20K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 200 | $20K |
| Kentucky Trust Co | 0.01% | No change | 194 | $19K |
| Financial Perspectives, Inc | 0.01% | No change | 190 | $19K |
| McGuire Capital Advisors Inc. | 0.01% | — | 186 | $19K |
| Aventura Private Wealth, LLC | 0.01% | No change | 186 | $19K |
| LRI Investments, LLC | 0.00% | No change | 176 | $18K |
| MJT & Associates Financial Advisory Group, Inc. | 0.01% | No change | 166 | $17K |
| Optima Capital LLC | 0.01% | New | 164 | $16K |
| Hilton Head Capital Partners, LLC | 0.01% | — | 163 | $16K |
| Barrett & Company, Inc. | 0.01% | No change | 153 | $15K |
| Hurley Capital, LLC | 0.01% | No change | 148 | $15K |
| Wealth Watch Advisors, INC | 0.01% | Reduce -26.3% | 146 | $15K |
| Signature Equity Partners, LLC | 0.01% | — | 146 | $15K |
| Sterling Capital Management LLC | 0.00% | No change | 141 | $14K |
| Ironwood Wealth Management, LLC. | 0.00% | Add +2.4% | 126 | $13K |
| Pillar Financial Advisors, LLC | 0.01% | Reduce -28.1% | 118 | $12K |
| Sittner & Nelson, LLC | 0.00% | New | 117 | $12K |
| Quent Capital, LLC | 0.00% | New | 114 | $11K |
| Rakuten Securities, Inc. | 0.00% | Add +187.2% | 112 | $11K |
| Murphy & Mullick Capital Management Corp | 0.01% | Reduce -47.3% | 109 | $11K |
| Deutsche Bank AG | 0.00% | Add +21.4% | 108 | $11K |
| Laurel Wealth Advisors LLC | 0.00% | New | 107 | $11K |
| Costello Asset Management, INC | 0.00% | New | 101 | $10K |
| Hyposwiss Advisors SA | 0.01% | — | 100 | $10K |
| State of Wyoming | 0.00% | No change | 100 | $10K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 89 | $9K |
| Birchwood Financial Partners, Inc. | 0.01% | — | 88 | $9K |
| 2UniFi Bank | 0.00% | No change | 84 | $8K |
| Lodestone Wealth Management LLC | 0.00% | New | 83 | $8K |
| Quaker Wealth Management, LLC | 0.00% | Add +5.3% | 80 | $8K |
| YANKCOM Partnership | 0.00% | New | 78 | $8K |
| Wilkerson Advisory Group LLC | 0.00% | — | 70 | $7K |
| Versant Capital Management, Inc | 0.00% | No change | 59 | $6K |
| Elevated Capital Advisors, LLC | 0.00% | New | 58 | $6K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 52 | $5K |
| New England Asset Management Inc. | 0.00% | No change | 50 | $5K |
| LM Advisors LLC | 0.02% | Reduce -88.5% | 425 | $4K |
| Coston, McIsaac & Partners | 0.00% | No change | 45 | $4K |
| EPG Wealth Management LLC | 0.00% | Add +2.6% | 40 | $4K |
| Root Financial Partners, LLC | 0.00% | Reduce -95.2% | 40 | $4K |
| Sankala Group LLC | 0.00% | — | 36 | $4K |
| Estate Planners Group, LLC | 0.00% | — | 32 | $3K |
| Solstein Capital, LLC | 0.00% | No change | 29 | $3K |
| First Pacific Financial | 0.00% | New | 28 | $3K |
| POM Investment Strategies, LLC | 0.00% | Reduce -99.1% | 28 | $3K |
| Front Row Advisors LLC | 0.00% | No change | 27 | $3K |
| Dynamic Wealth Strategies, LLC | 0.00% | No change | 25 | $2K |
| Gould Capital, LLC | 0.00% | Add +56.3% | 25 | $2K |
| Legacy Bridge, LLC | 0.00% | No change | 25 | $2K |
| Adkins Seale Capital Management LLC | 0.00% | — | 22 | $2K |
| Alerus Financial NA | 0.00% | Reduce -98.1% | 22 | $2K |
| WPG Advisers, LLC | 0.00% | No change | 19 | $2K |
| Mountain Hill Investment Partners Corp. | 0.00% | Add +5.6% | 19 | $2K |
| Winnacle Wealth LLC | 0.00% | New | 18 | $2K |
| 1 North Wealth Services LLC | 0.00% | No change | 18 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 14 | $1K |
| Sunrise Financial Services, LLC | 0.00% | — | 12 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 12 | $1K |
| GE Investment Management Corp. | 0.00% | No change | 10 | $999 |
| Noble Wealth Management PBC | 0.00% | No change | 8 | $799 |
| Strategic Advocates LLC | 0.00% | No change | 7 | $693 |
| Global Wealth Strategies & Associates | 0.00% | Reduce -96.5% | 4 | $414 |
| Longview Financial Advisors LLC | 0.00% | New | 3 | $300 |
| Abound Financial, LLC | 0.00% | Reduce -100.0% | 2 | $200 |
| Kilter Group LLC | 0.00% | No change | 2 | $200 |
| Affinity Wealth LLC | 0.00% | No change | 1 | $100 |
| Hoey Investments, Inc. | 0.00% | No change | 1 | $81 |
"% 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.