iShares Core U.S. AggregateAGGETF
13F holders, Q1 2026 (March 31)2,091holders −20
122new positions
132sold out
5famous investors
$98.93avg. 13F price*
At the end of Q1 2026, 2,091 institutions reported holding iShares Core U.S. Aggregate (AGG) in their 13F filings, down 20 from Q4 2025. 122 opened new positions and 132 sold out. The largest holders were Jones Financial Companies LLLP ($13.0B), Raymond James Financial Inc. ($8.8B) and Bank of America Corp. ($6.9B). 5 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 122 | $804.1M |
| Exits | 132 | $354.7M |
All 13F filers, Q4 2025 → Q1 2026: 87,970,483 shares bought and 81,943,005 shares sold, net +6,027,478 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,091 holders
| Jones Financial Companies LLLP | 6.26% | Reduce -4.6% | 132,174,808 | $13.0B |
| Raymond James Financial Inc. | 2.72% | Add +4.7% | 88,714,666 | $8.8B |
| Bank of America Corp. | 0.51% | Add +29.6% | 69,660,482 | $6.9B |
| Wells Fargo & Company | 1.27% | Add +4.8% | 63,695,880 | $6.3B |
| BlackRock, Inc. | 0.09% | Reduce -1.4% | 53,432,808 | $5.3B |
| Envestnet Asset Management Inc. | 1.18% | Add +23.9% | 44,575,170 | $4.4B |
| US Bancorp \de | 5.13% | Reduce -0.7% | 42,548,783 | $4.2B |
| Mercer Global Advisors Inc. | 5.78% | Add +8.5% | 39,348,759 | $3.9B |
| Morgan Stanley | 0.19% | Add +0.1% | 32,522,000 | $3.2B |
| Betterment LLC | 4.50% | Reduce -8.9% | 23,905,376 | $2.4B |
| Northern Trust Corp. | 0.27% | Add +0.3% | 20,758,453 | $2.1B |
| Cetera Investment Advisers | 1.61% | Reduce -1.1% | 15,252,353 | $1.5B |
| Wealth Enhancement Advisory Services, LLC | 3.24% | Reduce -23.9% | 14,925,651 | $1.5B |
| Ameriprise Financial Inc. | 0.34% | Reduce -1.3% | 14,632,180 | $1.5B |
| Goldman Sachs Group Inc. | 0.18% | Reduce -1.9% | 14,115,260 | $1.4B |
| Creative Planning | 0.94% | Add +31.8% | 14,026,407 | $1.4B |
| LPL Financial LLC | 0.37% | Reduce -1.5% | 13,878,686 | $1.4B |
| Mariner, LLC | 1.59% | Add +14.0% | 13,748,217 | $1.4B |
| Acorns Advisers, LLC | 9.94% | Add +2.2% | 13,469,227 | $1.3B |
| JPMorgan Chase & Co. | 0.09% | Add +9.3% | 13,487,961 | $1.3B |
| Northwestern Mutual Wealth Management Co. | 0.79% | Add +5.6% | 12,962,808 | $1.3B |
| WealthNavi Inc. | 9.91% | Add +3.2% | 11,513,352 | $1.1B |
| Arizona PSPRS Trust | 41.66% | Add +0.6% | 11,407,472 | $1.1B |
| UBS Group AG | 0.19% | Add +16.8% | 10,984,271 | $1.1B |
| PNC Financial Services Group, Inc. | 0.59% | Add +4.6% | 10,336,251 | $1.0B |
| FMR LLC | 0.05% | Add +2.0% | 9,085,333 | $901.9M |
| Cerity Partners LLC | 1.25% | Add +11.4% | 8,902,771 | $883.8M |
| Rwa Wealth Partners, LLC | 9.39% | Add +8.3% | 8,646,419 | $858.3M |
| Johns Hopkins University | 57.73% | No change | 8,024,716 | $796.6M |
| Truist Financial Corp. | 1.01% | Reduce -1.7% | 7,510,131 | $745.5M |
| Stifel Financial Corp. | 0.67% | Reduce -2.5% | 7,319,250 | $726.6M |
| Royal Bank of Canada | 0.13% | Add +39.2% | 6,744,642 | $669.5M |
| United Services Automobile Association | 78.50% | Reduce -22.9% | 6,726,030 | $667.7M |
| Bank of New York Mellon Corp | 0.12% | Add +12.7% | 6,649,043 | $660.1M |
| Charles Schwab Investment Management Inc. | 0.10% | Reduce -2.9% | 6,570,711 | $652.3M |
| Tiaa-Cref Individual & Institutional Services, LLC | 2.40% | — | 6,284,686 | $623.9M |
| Captrust Financial Advisors | 1.08% | Add +3.1% | 6,239,080 | $619.3M |
| Constellation Investments, Inc. | 19.51% | Reduce -16.2% | 5,920,906 | $587.8M |
| Mackenzie Financial Corp. | 0.68% | Reduce -2.0% | 5,733,700 | $569.2M |
| Members Trust Co | 18.88% | Add +4.3% | 5,724,306 | $568.3M |
| D.A. Davidson & Co. | 3.11% | Add +7.0% | 5,167,126 | $512.9M |
| Mastercard Foundation Asset Management Corp. | 1.22% | No change | 4,125,631 | $409.6M |
| SigFig Wealth Management, LLC | 11.98% | Add +13.1% | 4,114,974 | $408.5M |
| Simplify Asset Management Inc. | 6.28% | Add +46.4% | 4,100,066 | $407.0M |
| &partners | 1.92% | Add +13.7% | 3,916,831 | $389.1M |
| Vantagepoint Investment Advisers LLC | 3.28% | Reduce -15.0% | 3,905,414 | $387.7M |
| Steward Partners Investment Advisory, LLC | 1.90% | Reduce -5.8% | 3,751,130 | $372.4M |
| SageView Advisory Group, LLC | 13.46% | Add +2.4% | 3,710,454 | $368.3M |
| Citigroup Inc. | 0.23% | Reduce -2.3% | 3,697,706 | $367.1M |
| Prime Capital Investment Advisors, LLC | 4.22% | Reduce -25.0% | 3,679,473 | $365.3M |
| Janus Henderson Group PLC | 0.16% | Add +1.7% | 3,411,430 | $338.7M |
| South Dakota Investment Council | 6.19% | Add +16.0% | 3,272,335 | $324.8M |
| EP Wealth Advisors, LLC | 1.56% | Add +14.8% | 3,190,653 | $316.7M |
| Fifth Third Bancorp | 0.58% | Add +144.7% | 3,183,564 | $316.0M |
| Envestnet Portfolio Solutions, Inc. | 1.68% | Reduce -60.6% | 3,057,730 | $303.5M |
| Mason Street Advisors, LLC | 29.58% | Reduce -1.9% | 3,049,263 | $302.7M |
| Balentine LLC | 11.86% | Reduce -0.3% | 2,964,878 | $294.3M |
| Alliancebernstein L.P. | 0.09% | Reduce -40.4% | 2,862,201 | $285.9M |
| Dynasty Wealth Management, LLC | 2.37% | Reduce -5.8% | 2,740,098 | $272.0M |
| Russell Investments Group, Ltd. | 0.29% | Add +0.6% | 2,729,403 | $270.9M |
| Prudential Financial Inc. | 0.32% | Reduce -7.1% | 2,603,789 | $258.5M |
| O'shaughnessy Asset Management, LLC | 1.26% | Add +4.8% | 2,533,553 | $251.5M |
| Blue Trust, Inc. | 2.78% | Add +2.1% | 2,450,953 | $243.3M |
| Stairway Partners, LLC | 12.52% | Add +1.1% | 2,435,318 | $241.8M |
| Exchange Traded Concepts, LLC | 1.85% | Add +4.4% | 2,426,044 | $240.8M |
| Jane Street Group, LLC | 0.26% | New | 2,411,981 | $239.4M |
| Disciplina Capital Management LLC | 23.54% | Add +1.6% | 2,237,842 | $222.2M |
| Osaic Holdings, Inc. | 0.32% | Add +9.1% | 2,169,442 | $215.4M |
| HighTower Advisors, LLC | 0.21% | Reduce -11.2% | 2,013,080 | $199.8M |
| Hantz Financial Services, Inc. | 3.01% | Add +41.4% | 1,987,106 | $197.3M |
| Charter Oak Capital Management, LLC | 14.60% | Add +2.5% | 1,896,989 | $188.3M |
| Quotient Wealth Partners, LLC | 4.91% | Reduce -19.0% | 1,880,132 | $186.6M |
| First Citizens Bank & Trust Co. | 3.92% | Add +170.9% | 1,875,166 | $186.1M |
| TIAA Wealth Investment Management LLC | 1.39% | — | 1,842,892 | $182.5M |
| Factory Mutual Insurance Co. | 2.04% | Reduce -55.5% | 1,822,924 | $181.0M |
| National Philanthropic Trust | 1.91% | Add +18.5% | 1,807,317 | $179.4M |
| Axxcess Wealth Management, LLC | 5.69% | Reduce -6.7% | 1,789,175 | $177.6M |
| Commonwealth Equity Services, LLC | 0.25% | Add +2.0% | 1,782,280 | $176.9M |
| Howard Capital Management, LLC | 2.82% | Reduce 0.0% | 1,734,205 | $172.2M |
| Ferguson Wellman Capital Management, Inc. | 2.31% | New | 1,700,375 | $168.8M |
| Destination Wealth Management | 4.35% | Add +5.8% | 1,685,577 | $167.3M |
| Kingsview Wealth Management, LLC | 2.26% | Add +29.5% | 1,668,749 | $165.7M |
| Bank of Montreal | 0.07% | Reduce -42.5% | 1,627,479 | $161.6M |
| Capital Asset Advisory Services LLC | 6.20% | Reduce -8.7% | 1,617,571 | $161.5M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.18% | Add +147.1% | 1,586,900 | $157.5M |
| Wesbanco Bank Inc. | 4.22% | Add +2.0% | 1,532,631 | $152.1M |
| Forvis Mazars Wealth Advisors, LLC | 2.87% | Add +3.0% | 1,525,036 | $151.4M |
| Beacon Pointe Advisors, LLC | 0.80% | Add +68.9% | 1,511,255 | $150.0M |
| Cambridge Investment Research Advisors, Inc. | 0.38% | Add +4.9% | 1,468,473 | $145.8M |
| Rebalance, LLC | 8.42% | Add +2.8% | 1,460,298 | $145.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.35% | No change | 1,413,455 | $140.3M |
| MML Investors Services, LLC | 0.37% | Reduce -13.2% | 1,359,041 | $134.9M |
| Principal Securities, Inc. | 1.98% | Reduce -2.2% | 1,357,568 | $134.8M |
| Corient Private Wealth LP | 0.19% | Reduce -7.2% | 1,417,019 | $134.7M |
| Sumitomo Mitsui Financial Group, Inc. | 2.73% | Add +0.2% | 1,353,980 | $134.4M |
| Victory Capital Management Inc. | 0.09% | Add +7.6% | 1,352,490 | $134.3M |
| Focus Partners Wealth | 0.15% | Reduce -2.1% | 1,337,798 | $133.6M |
| Mill Creek Capital Advisors, LLC | 2.71% | Add +3.0% | 1,331,097 | $132.1M |
| Susquehanna International Group, LLP | 0.17% | Add +5164.7% | 1,326,978 | $131.7M |
| Lockheed Martin Investment Management Co. | 4.80% | Reduce -38.9% | 1,322,000 | $131.2M |
| Coldstream Capital Management Inc. | 1.62% | Add +3.4% | 1,316,830 | $130.7M |
| Trajan Wealth LLC | 5.26% | Add +2.7% | 1,311,668 | $130.2M |
| Fisher Asset Management | 0.04% | Add +0.5% | 1,275,623 | $126.6M |
| V-Square Quantitative Management LLC | 13.32% | No change | 1,269,238 | $126.0M |
| Gerber Kawasaki Wealth & Investment Management | 3.94% | Add +16.0% | 1,245,263 | $123.8M |
| Ritholtz Wealth Management | 2.14% | Add +3.9% | 1,243,118 | $123.4M |
| HSBC Holdings PLC | 0.07% | Add +0.3% | 1,151,847 | $114.3M |
| Allspring Global Investments Holdings, LLC | 0.19% | Reduce -3.5% | 1,148,966 | $114.0M |
| Crestwood Advisors Group, LLC | 1.90% | Add +7.7% | 1,139,242 | $113.1M |
| Keybank National Association | 0.39% | Reduce -0.3% | 1,085,741 | $107.8M |
| Center for Financial Planning, Inc. | 10.92% | Add +2.2% | 1,053,708 | $104.6M |
| GenTrust, LLC | 4.44% | Add +0.1% | 1,045,805 | $103.8M |
| Orion Porfolio Solutions, LLC | 0.88% | Reduce -11.7% | 1,042,908 | $103.5M |
| Graves Light Lenhart Wealth, Inc. | 10.76% | Reduce -0.4% | 1,042,076 | $103.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.06% | No change | 992,594 | $98.5M |
| Brooklyn Investment Group | 3.07% | Add +49.2% | 990,271 | $98.3M |
| Trustmark Bank Trust Department | 6.26% | Add +4.8% | 980,458 | $97.3M |
| Cambridge Associates LLC /Ma/ | 1.55% | Add +2.2% | 975,887 | $96.9M |
| Affiance Financial, LLC | 15.65% | Add +8.3% | 972,104 | $96.5M |
| Steele Capital Management, Inc. | 3.92% | Add +2.0% | 952,311 | $94.5M |
| Freestone Capital Holdings, LLC | 2.87% | Add +12.6% | 948,439 | $94.2M |
| Meridian Wealth Partners, LLC | 12.85% | Add +4.2% | 943,173 | $93.6M |
| Brookstone Capital Management | 1.07% | Reduce -2.9% | 940,878 | $93.4M |
| 1832 Asset Management L.P. | 0.12% | Add +2.4% | 940,523 | $93.4M |
| Greenspring Advisors, LLC | 5.68% | Add +6.3% | 938,411 | $93.2M |
| Sagespring Wealth Partners, LLC | 1.68% | Reduce -96.2% | 929,676 | $92.3M |
| Baker Avenue Asset Management, LP | 2.10% | Add +2.6% | 927,461 | $92.1M |
| Stamos Capital Partners, L.P. | 14.37% | Add +1.7% | 926,085 | $91.9M |
| Oarsman Capital, Inc. | 11.29% | Add +20.7% | 915,513 | $90.9M |
| Zhang Financial LLC | 3.08% | Add +97.1% | 898,297 | $89.2M |
| NewEdge Advisors, LLC | 0.31% | Reduce -8.9% | 854,978 | $84.9M |
| Metropolitan Life Insurance Co | 25.64% | Add +1.8% | 847,733 | $84.2M |
| iA Global Asset Management Inc. | 1.19% | Add +4.6% | 846,258 | $84.0M |
| PDS Planning, Inc | 5.53% | Add +6.8% | 844,140 | $83.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.24% | Reduce -3.4% | 835,021 | $82.9M |
| Koss-Olinger Consulting, LLC | 6.90% | Add +17.9% | 829,407 | $82.3M |
| Janney Montgomery Scott LLC | 0.20% | Add +10.3% | 827,495 | $82.1M |
| Ellenbecker Investment Group | 11.00% | Add +12.4% | 822,182 | $81.6M |
| NEOS Investment Management LLC | 0.41% | Add +25.6% | 821,784 | $81.3M |
| Johnson Investment Counsel Inc. | 0.64% | New | 800,123 | $79.4M |
| Thrivent Financial for Lutherans | 0.15% | Add +8.7% | 787,731 | $78.2M |
| United Capital Financial Advisors, LLC | 0.48% | Reduce -0.5% | 786,743 | $78.1M |
| Bouchey Financial Group, Ltd. | 5.64% | Add +2.6% | 772,082 | $76.8M |
| Old National Bancorp | 1.26% | Add +1.4% | 754,871 | $74.9M |
| Zacks Investment Management | 0.60% | Add +1.9% | 752,320 | $74.7M |
| Rational Advisors, Inc. | 7.76% | Reduce -0.1% | 718,647 | $71.3M |
| Franklin Resources Inc. | 0.02% | Reduce -2.8% | 716,229 | $71.1M |
| Bar Harbor Wealth Management | 4.14% | Add +5.7% | 712,901 | $70.8M |
| New York Life Investment Management LLC | 0.60% | Add +7.3% | 712,423 | $70.7M |
| Charles Schwab Trust Co | 4.54% | Add +1.6% | 705,761 | $70.1M |
| JFS Wealth Advisors, LLC | 3.89% | Add +5.6% | 700,628 | $69.6M |
| Verger Capital Management LLC | 20.44% | Add +6.5% | 698,494 | $69.3M |
| Zions Bancorporation, National Association | 4.47% | Reduce -3.1% | 697,954 | $69.3M |
| Professional Financial Advisors, LLC | 14.06% | Add +0.6% | 695,423 | $69.0M |
| Voya Investment Management LLC | 0.08% | Reduce -16.1% | 694,750 | $69.0M |
| BNP Paribas Financial Markets | 0.05% | Reduce -13.3% | 694,611 | $69.0M |
| Nomura Asset Management International Inc. | 0.12% | Add +6.4% | 685,904 | $68.1M |
| Savvy Advisors, Inc. | 1.80% | Add +17.0% | 675,703 | $67.1M |
| Trust Co | 6.19% | Add +1.6% | 665,295 | $66.0M |
| Robertson Stephens Wealth Management, LLC | 1.84% | Add +15.7% | 662,299 | $65.7M |
| Park Avenue Securities LLC | 0.51% | Add +3.6% | 661,534 | $65.7M |
| Sand Hill Global Advisors, LLC | 2.21% | Reduce -6.4% | 660,811 | $65.6M |
| Bell Bank | 2.76% | Add +6.5% | 656,447 | $65.2M |
| Prentice Wealth Management LLC | 14.60% | Add +7.7% | 651,758 | $64.7M |
| Permanent Capital Management, LP | 9.98% | Add +367.2% | 647,425 | $64.2M |
| Cwm, LLC | 0.17% | Reduce -11.7% | 635,151 | $63.1M |
| Kestra Private Wealth Services, LLC | 0.77% | Add +1.3% | 629,384 | $62.5M |
| Lido Advisors, LLC | 0.24% | Add +3.6% | 621,215 | $61.7M |
| Mather Group, Llc. | 0.61% | Add +5.8% | 620,617 | $61.6M |
| McKinley Carter Wealth Services, Inc. | 3.56% | Add +3.2% | 620,277 | $61.6M |
| Octavia Wealth Advisors, LLC | 5.83% | Add +112.4% | 613,783 | $60.9M |
| Evoke Wealth, LLC | 1.12% | Reduce -1.2% | 609,491 | $60.5M |
| Kestra Advisory Services, LLC | 0.23% | Add +13.0% | 609,012 | $60.5M |
| Focus Financial Network, Inc. | 2.17% | Add +3.8% | 608,432 | $60.4M |
| Gotham Asset Management | 0.18% | Add +65.5% | 607,761 | $60.3M |
| Pinnacle Financial Partners, Inc. | 0.45% | Add +3.7% | 592,828 | $58.9M |
| Assetmark, Inc. | 0.12% | Reduce -53.4% | 590,558 | $58.6M |
| Rock Creek Group LLC | 5.92% | Add +0.8% | 589,149 | $58.5M |
| Chaney Capital Management, Inc. | 20.15% | Add +0.1% | 575,869 | $57.2M |
| Adaptive Financial Consulting, LLC | 21.83% | Add +4.6% | 574,298 | $57.0M |
| Bokf, NA | 0.86% | Add +6.8% | 569,092 | $56.5M |
| Cullen/Frost Bankers, Inc. | 0.63% | Reduce -45.3% | 558,851 | $55.5M |
| Allworth Financial LP | 0.23% | Add +7.7% | 558,142 | $55.4M |
| Smartleaf Asset Management LLC | 1.97% | Add +25.4% | 551,062 | $54.6M |
| Bricktown Capital, LLC | 10.60% | Reduce -4.8% | 542,198 | $53.8M |
| Acorn Financial Advisory Services Inc. | 7.29% | Add +13.5% | 536,266 | $53.2M |
| Equitable Holdings, Inc. | 0.34% | Add +7.0% | 532,974 | $53.2M |
| Vestmark Advisory Solutions, Inc. | 0.59% | Add +1.3% | 533,901 | $53.0M |
| Summit Trail Advisors, LLC | 0.76% | Add +20.9% | 533,881 | $53.0M |
| Common Fund for Nonprofit Organizations | 5.12% | Add +15.7% | 533,732 | $53.0M |
| Horizon Investments, LLC | 0.58% | Add +113.8% | 529,396 | $52.2M |
| Keel Point, LLC | 3.49% | Add +6.4% | 524,169 | $52.0M |
| GoalFusion Wealth Management, LLC | 23.58% | Add +4.8% | 523,677 | $52.0M |
| Mascoma Wealth Management LLC | 10.40% | Reduce -1.3% | 507,055 | $50.3M |
| FORM Wealth Advisors, LLC | 5.89% | Reduce -34.9% | 506,437 | $50.3M |
| MAI Capital Management | 0.28% | Add +7.0% | 504,830 | $50.1M |
| Citadel Advisors | 0.04% | Reduce -18.4% | 501,401 | $49.8M |
| Liquid Strategies, LLC | 10.64% | Add +51.8% | 499,119 | $49.5M |
| TD Private Client Wealth LLC | 1.02% | Add +0.6% | 494,966 | $49.1M |
| Atria Investments, Inc | 0.55% | Add +49.3% | 494,480 | $49.1M |
| Scotia Capital Inc. | 0.20% | Add +4.0% | 488,227 | $48.5M |
| M&T Bank Corp | 0.16% | Reduce -8.8% | 485,352 | $48.2M |
| Private Advisor Group, LLC | 0.23% | Add +6.8% | 483,702 | $48.0M |
| Lowe Brockenbrough & Co. Inc. | 2.39% | Add +8.7% | 483,698 | $48.0M |
| Composition Wealth, LLC | 0.66% | Add +7.6% | 482,175 | $47.9M |
| Legacy Wealth Partners, LLC | 11.98% | Reduce -4.3% | 481,289 | $47.8M |
| Abound Wealth Management | 10.85% | Add +5.9% | 480,838 | $47.7M |
| Fort Point Capital Partners LLC | 6.23% | Add +4.4% | 478,375 | $47.5M |
| Twele Capital Management, Inc. | 8.41% | Add +1.2% | 475,327 | $47.2M |
| Single Point Partners, LLC | 9.35% | Add +234.6% | 1,562,047 | $47.0M |
| Rockefeller Capital Management L.P. | 0.08% | Add +15.5% | 468,618 | $46.5M |
| Gridiron Partners, LLC | 28.27% | Reduce -2.1% | 467,661 | $46.3M |
| Legacy Financial Strategies, LLC | 8.34% | Add +0.9% | 465,781 | $46.2M |
| Boston Partners | 0.05% | New | 456,804 | $45.3M |
| Black Diamond Financial, LLC | 4.87% | Add +5.3% | 449,571 | $44.6M |
| Amarillo National Bank | 7.88% | Reduce -0.2% | 449,359 | $44.6M |
| MTC Wealth Management LLC | 21.18% | Add +8.9% | 449,187 | $44.6M |
| Fiduciary Group, LLC | 3.80% | Add +16.1% | 447,888 | $44.5M |
| Cornerstone Management, Inc. | 7.05% | Add +5.9% | 445,933 | $44.3M |
| James J. Burns & Company, LLC | 6.00% | Add +74.3% | 445,648 | $44.2M |
| Northwestern Mutual Investment Management Company, LLC | 0.66% | Reduce -2.1% | 438,042 | $43.5M |
| Ascent Group, LLC | 1.50% | Add +3.0% | 437,958 | $43.5M |
| Evolve Private Wealth, LLC | 2.30% | Reduce -1.9% | 433,617 | $43.0M |
| DB Fitzpatrick & Co, Inc | 36.57% | Add +6.7% | 430,257 | $42.7M |
| Buffalo Business & Estate Services Ltd. | 6.16% | Reduce -2.6% | 427,728 | $42.5M |
| Beirne Wealth Consulting Services, LLC | 11.96% | Add +3.0% | 425,964 | $42.3M |
| Baron Silver Stevens Financial Advisors, LLC | 6.13% | Add +9.4% | 425,375 | $42.2M |
| Wealthspire Retirement, LLC | 2.52% | Reduce -39.6% | 423,670 | $42.1M |
| Smithfield Trust Co | 1.81% | Add +6.1% | 418,434 | $41.5M |
| Concurrent Investment Advisors, LLC | 0.45% | Add +16.7% | 412,073 | $40.9M |
| CIBC Bancorp USA Inc. | 0.05% | — | 409,600 | $40.7M |
| Towercrest Capital Management | 6.32% | Add +6.7% | 408,315 | $40.5M |
| Arbor Investment Advisors, LLC | 5.26% | Add +1.6% | 407,435 | $40.4M |
| Buck Wealth Strategies, LLC | 4.99% | Add +10.4% | 406,755 | $40.4M |
| Wealthcare Advisory Partners LLC | 0.78% | Add +5.0% | 405,504 | $40.3M |
| WHI TRUST Co LLC | 30.27% | Add +8.9% | 404,787 | $40.2M |
| Tower Research Capital LLC (TRC) | 1.03% | New | 400,371 | $39.7M |
| eCIO, Inc. | 17.45% | Add +16.6% | 399,971 | $39.7M |
| Brave Asset Management Inc. | 9.42% | Add +4.4% | 399,490 | $39.7M |
| Fulton Breakefield Broenniman LLC | 2.58% | Add +2.4% | 398,229 | $39.5M |
| Rhumbline Advisers | 0.03% | Reduce -17.6% | 394,918 | $39.2M |
| Syon Capital LLC | 1.97% | Add +37.4% | 394,329 | $39.1M |
| Lifestyle Asset Management, Inc. | 12.77% | Add +136.6% | 393,707 | $39.1M |
| Cresset Asset Management, LLC | 0.17% | Add +16.5% | 391,936 | $38.9M |
| Vicus Capital | 2.85% | Add +0.7% | 390,805 | $38.8M |
| Baird Financial Group, Inc. | 0.06% | Reduce -4.8% | 388,261 | $38.5M |
| Discipline Wealth Solutions, LLC | 4.05% | Add +151.5% | 387,815 | $38.5M |
| Earned Wealth Advisors, LLC | 2.52% | Add +11.2% | 379,390 | $37.7M |
| Flagship Harbor Advisors, LLC | 1.64% | Reduce -12.4% | 375,840 | $37.3M |
| First Business Financial Services, Inc. | 3.32% | Reduce -1.5% | 375,696 | $37.3M |
| Prosperity Consulting Group, LLC | 1.66% | Reduce -1.6% | 374,806 | $37.2M |
| Verdence Capital Advisors LLC | 2.14% | Add +11.4% | 370,199 | $36.7M |
| Beacon Investment Advisory Services, Inc. | 1.53% | Add +4.9% | 369,979 | $36.7M |
| Visionary Wealth Advisors | 1.62% | Add +4.2% | 369,575 | $36.7M |
| Lineweaver Wealth Advisors, LLC | 4.92% | Add +5.8% | 367,543 | $36.5M |
| Red Cedar Investment Management, LLC | 3.78% | Add +58.6% | 367,131 | $36.4M |
| Provenance Wealth Advisors, LLC | 3.85% | Reduce -1.0% | 366,258 | $36.4M |
| Bright Financial Advisors, Inc. | 16.43% | Add +1.1% | 361,118 | $35.8M |
| Tectonic Advisors LLC | 1.89% | Add +0.8% | 360,480 | $35.8M |
| Integrity Alliance, Llc. | 1.36% | Add +56.0% | 359,703 | $35.7M |
| First Bank & Trust | 5.72% | Add +17.2% | 357,684 | $35.5M |
| Financial Engines Advisors L.L.C. | 0.07% | Reduce -3.0% | 356,969 | $35.4M |
| Ameritas Investment Partners, Inc. | 1.09% | Add +0.6% | 356,797 | $35.4M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.25% | Add +232.9% | 355,184 | $35.1M |
| Daybright Advisory Services, Inc. | 9.69% | Add +5.6% | 352,543 | $35.0M |
| LVZ, Inc. | 3.96% | Add +3.5% | 349,732 | $34.7M |
| Acumen Wealth Advisors, LLC | 9.29% | Add +1.6% | 347,987 | $34.5M |
| Passaic Partners LLC | 4.17% | New | 346,733 | $34.4M |
| Tandem Wealth Advisors LLC | 15.22% | Reduce -6.6% | 343,924 | $34.1M |
| United Bank | 4.36% | Add +7.8% | 343,098 | $34.1M |
| AdvisorNet Financial, Inc | 1.74% | Add +2.0% | 338,179 | $33.6M |
| Perigon Wealth Management, LLC | 0.61% | Add +17.6% | 337,233 | $33.5M |
| Unique Wealth, LLC | 4.61% | Add +1.0% | 335,535 | $33.3M |
| Global Endowment Management, LP | 3.71% | Add +137.0% | 334,661 | $33.2M |
| Advisory Services Network, LLC | 0.44% | Reduce -5.0% | 332,953 | $33.1M |
| Fund Evaluation Group, LLC | 1.00% | Add +9.1% | 328,168 | $32.6M |
| NewEdge Wealth, LLC | 0.39% | Add +4.2% | 327,394 | $32.5M |
| SVB Wealth LLC | 2.12% | Reduce -12.4% | 324,807 | $32.2M |
| Parallel Advisors, LLC | 0.58% | Add +24.1% | 324,740 | $32.2M |
| Main Street Financial Solutions, LLC | 2.35% | Add +29.0% | 324,426 | $32.2M |
| Great Valley Advisor Group, Inc. | 0.58% | Add +2.5% | 321,837 | $31.9M |
| a16z Perennial Management, L.P. | 2.65% | New | 321,231 | $31.9M |
| Summit Financial, LLC | 0.41% | Add +5.0% | 321,111 | $31.9M |
| First Merchants Corp. | 1.20% | Reduce -0.7% | 317,722 | $31.5M |
| ETF Portfolio Partners, Inc. | 8.26% | Add +0.5% | 316,836 | $31.5M |
| P/E Global LLC | 2.45% | Reduce -25.6% | 312,957 | $31.1M |
| Summit Asset Management, LLC | 4.31% | Add +8.9% | 311,757 | $30.9M |
| NorthRock Partners, LLC | 0.50% | Add +2.0% | 309,931 | $30.8M |
| First Citizens Asset Management, Inc. | 10.87% | Add +4.1% | 308,839 | $30.7M |
| Spire Wealth Management | 1.04% | Add +6.2% | 306,747 | $30.5M |
| Brown Advisory Inc. | 0.05% | Add +3.7% | 305,920 | $30.4M |
| Marquette Asset Management, LLC | 4.54% | Add +5.6% | 305,135 | $30.3M |
| Fort Henry Capital, LLC | 18.30% | Add +3.1% | 304,761 | $30.3M |
| Caliber Wealth Management, LLC / KS | 3.31% | Add +12.6% | 304,322 | $30.2M |
| Heartwood Wealth Advisors LLC | 2.61% | Add +13.7% | 301,214 | $29.9M |
| Compound Planning, Inc. | 0.92% | Add +10.1% | 299,111 | $29.7M |
| Tiaa Trust, National Association | 1.80% | Reduce -96.5% | 297,890 | $29.6M |
| Markin Asset Management, LP | 32.08% | Add +116.8% | 294,385 | $29.2M |
| Avior Wealth Management, LLC | 0.83% | Add +1022.1% | 293,531 | $29.1M |
| Sequent Planning LLC | 7.01% | Add +11.4% | 291,946 | $29.0M |
| Sanctuary Advisors, LLC | 0.16% | Add +1.6% | 291,732 | $29.0M |
| Founders Financial Securities LLC | 1.63% | Add +4.7% | 289,486 | $28.8M |
| Country Trust Bank | 0.55% | Reduce -83.4% | 289,943 | $28.8M |
| Grey Fox Wealth Advisors, LLC | 5.55% | Add +4.1% | 289,549 | $28.7M |
| Pure Financial Advisors, LLC | 0.41% | Add +4.5% | 285,179 | $28.3M |
| Fairview Capital Investment Management, LLC | 1.52% | Reduce -0.7% | 281,821 | $28.0M |
| GP Brinson Investments LLC | 12.64% | No change | 280,650 | $27.9M |
| Hudson Capital Management LLC | 7.29% | Add +3.7% | 275,834 | $27.4M |
| Kopp Family Office, LLC | 18.80% | Add +58.8% | 275,258 | $27.3M |
| Elm Partners Management LLC | 1.18% | Reduce -5.5% | 275,691 | $27.3M |
| Catalyst Financial Partners LLC | 3.21% | Add +9.0% | 273,998 | $27.2M |
| Financial Designs Corp | 15.09% | Add +0.3% | 273,029 | $27.1M |
| Regions Financial Corp. | 0.18% | Add +2.8% | 272,548 | $27.1M |
| Ted Buchan & Co | 9.81% | Add +21.0% | 271,991 | $27.0M |
| Hancock Whitney Corp. | 0.47% | Reduce -3.5% | 272,190 | $27.0M |
| 1607 Capital Partners, LLC | 1.94% | Reduce -24.8% | 271,133 | $26.9M |
| Farther Finance Advisors, LLC | 0.25% | Add +20.2% | 269,206 | $26.7M |
| Colton Groome Financial Advisors, LLC | 7.56% | Add +8.8% | 267,352 | $26.5M |
| Bank of Hawaii | 1.39% | Add +7.1% | 266,933 | $26.5M |
| Eley Financial Management, Inc | 9.54% | Add +2.2% | 266,209 | $26.4M |
| World Investment Advisors | 0.42% | Reduce -9.9% | 263,360 | $26.1M |
| Mutual Advisors, LLC | 0.56% | Add +3.7% | 263,176 | $26.1M |
| Efficient Advisors, LLC | 1.85% | Reduce -46.8% | 262,936 | $26.1M |
| BayBridge Capital Group, LLC | 16.14% | No change | 260,844 | $26.1M |
| TD Capital Management LLC | 2.34% | Reduce -0.8% | 261,814 | $26.0M |
| Sunflower Bank, N.A. | 6.62% | Reduce -7.2% | 261,519 | $26.0M |
| Clearstead Advisors, LLC | 0.23% | Add +19.3% | 258,984 | $25.7M |
| Webster Bank, N. A. | 2.44% | Add +53.3% | 258,958 | $25.7M |
| Matrix Trust Co | 4.26% | Reduce -1.7% | 258,524 | $25.7M |
| Trek Financial, LLC | 1.36% | Add +4499.7% | 257,903 | $25.6M |
| Golden State Wealth Management, LLC | 2.76% | Reduce -3.3% | 254,606 | $25.3M |
| Madison Asset Management, LLC | 0.31% | Add +2.3% | 253,778 | $25.2M |
| Tanager Wealth Management LLP | 2.43% | Reduce -8.2% | 252,569 | $25.1M |
| Choreo, LLC | 0.31% | Add +43.5% | 250,944 | $24.9M |
| Galvin, Gaustad & Stein, LLC | 2.02% | Reduce -1.2% | 250,337 | $24.9M |
| Cultivar Capital, Inc. | 15.76% | Add +2.1% | 248,347 | $24.7M |
| Florida Trust Wealth Management Co | 0.69% | Add +1.4% | 247,047 | $24.5M |
| Independent Advisor Alliance | 0.26% | Add +323.4% | 245,160 | $24.3M |
| Sowell Financial Services LLC | 0.89% | Add +5.3% | 241,793 | $24.0M |
| Level Four Advisory Services, LLC | 0.79% | Add +4.4% | 241,631 | $24.0M |
| Diversified Trust Co. | 0.44% | Add +2.4% | 240,736 | $23.9M |
| Rakuten Investment Management, Inc. | 0.05% | Add +100.0% | 237,820 | $23.8M |
| Connable Office Inc. | 2.35% | Reduce -8.9% | 240,099 | $23.8M |
| Bryn Mawr Trust Advisors, LLC | 1.15% | Add +45.5% | 239,690 | $23.8M |
| Forefront Wealth Partners, LLC | 9.85% | Add +17.1% | 237,137 | $23.5M |
| First Hawaiian Bank | 3.28% | Reduce -0.7% | 236,195 | $23.4M |
| Benjamin Edwards Inc. | 0.23% | Reduce -0.3% | 235,405 | $23.4M |
| Harbour Investments, Inc. | 0.36% | Add +224.9% | 234,392 | $23.3M |
| Chemung Canal Trust Co. | 4.71% | Add +0.0% | 234,202 | $23.2M |
| WealthPlan Investment Management, LLC | 1.28% | Add +121.7% | 231,674 | $23.0M |
| Sheridan Capital Management, LLC | 11.88% | Add +0.6% | 227,003 | $22.5M |
| Aspiriant, LLC | 0.63% | Add +16.0% | 224,361 | $22.3M |
| SBI Securities Co., Ltd. | 0.61% | Add +4.5% | 222,735 | $22.1M |
| Texas Capital Bank Wealth Management Services Inc | 1.30% | Reduce -15.1% | 221,474 | $22.0M |
| Stephens Inc. | 0.27% | Add +6.5% | 221,227 | $22.0M |
| Wrapmanager Inc. | 7.61% | Add +4.0% | 220,586 | $21.9M |
| Strategic Financial Planning, Inc. | 12.65% | New | 861,289 | $21.6M |
| Legacy Private Trust Co. | 1.32% | Reduce -12.5% | 215,767 | $21.4M |
| Ally Invest Advisors Inc. | 1.42% | Add +6.8% | 213,236 | $21.2M |
| Thayer Partners, LLC / MA | 10.06% | Add +3.4% | 212,801 | $21.1M |
| Insight 2811, Inc. | 9.16% | Add +4.4% | 212,282 | $21.1M |
| Integrated Wealth Concepts LLC | 0.17% | Add +10.6% | 211,042 | $21.0M |
| Tiemann Investment Advisors, LLC | 8.21% | Add +2.1% | 210,908 | $20.9M |
| TCI Wealth Advisors, Inc. | 1.11% | Reduce -1.3% | 210,411 | $20.9M |
| Hudock, Inc. | 3.07% | Add +0.5% | 210,231 | $20.9M |
| Natixis Advisors, LLC | 0.03% | Add +22.0% | 209,983 | $20.8M |
| Stratos Wealth Partners, LTD. | 0.24% | Add +5.7% | 209,977 | $20.8M |
| Lutz Financial Services LLC | 1.40% | Reduce -4.9% | 209,147 | $20.8M |
| Optas, LLC | 3.10% | Add +101.9% | 206,072 | $20.5M |
| Sunesis Advisors, LLC | 9.20% | Add +12.2% | 204,954 | $20.3M |
| Omega Financial Group, LLC | 6.69% | Add +10.3% | 204,508 | $20.3M |
| Snider Financial Group | 6.09% | Reduce -13.4% | 203,265 | $20.2M |
| TRB Wealth Management, LLC | 2.86% | — | 203,057 | $20.2M |
| DSG Capital Advisors, LLC | 3.21% | Add +1.0% | 201,894 | $20.0M |
| Diversified Enterprises, LLC | 1.09% | Add +12.7% | 201,135 | $20.0M |
| Principal Financial Group Inc. | 0.01% | Reduce -64.6% | 200,698 | $19.9M |
| Patriot Investment Management Group, Inc. | 1.27% | Add +0.7% | 199,731 | $19.8M |
| Ballast Advisors LLC | 5.76% | Reduce -4.9% | 199,428 | $19.8M |
| Scissortail Wealth Management, LLC | 3.97% | New | 198,947 | $19.7M |
| Vise Technologies, Inc. | 0.39% | No change | 197,400 | $19.7M |
| Chesapeake Wealth Management | 5.91% | Add +4.5% | 193,951 | $19.3M |
| Colonial Trust Advisors | 1.50% | Add +12.7% | 193,857 | $19.2M |
| Retirement Capital Strategies | 7.27% | Add +4.2% | 193,786 | $19.2M |
| Ascentis Independent Advisors | 1.45% | Add +101.5% | 193,277 | $19.2M |
| National Bank of Canada | 0.02% | Add +159.0% | 192,866 | $19.1M |
| Waverly Advisors, LLC | 0.14% | Reduce -4.9% | 191,712 | $19.0M |
| Kelly Financial Group LLC | 4.77% | Reduce -8.6% | 191,117 | $19.0M |
| SCS Capital Management LLC | 0.20% | Reduce -69.3% | 188,182 | $18.7M |
| Sigma Planning Corp | 0.52% | Add +10.4% | 187,719 | $18.6M |
| Commerce Bank | 0.09% | Add +27.1% | 186,115 | $18.5M |
| Modera Wealth Management, LLC | 0.22% | Reduce -3.1% | 185,501 | $18.4M |
| Phillips Financial Management, LLC | 1.34% | Reduce -22.8% | 185,469 | $18.4M |
| Cornerstone Wealth Group, LLC | 1.18% | Add +5.9% | 183,945 | $18.3M |
| Twin Focus Capital Partners, LLC | 2.10% | Add +15.3% | 184,204 | $18.3M |
| Joel Adams & Associates, Inc. | 13.51% | Reduce -5.8% | 183,207 | $18.2M |
| Cordgrass Capital Advisors, LLC | 4.23% | Add +7.9% | 182,171 | $18.1M |
| First Commonwealth Financial Corp | 2.85% | Add +3.2% | 180,542 | $17.9M |
| Alliance Wealth Management Group | 3.91% | Add +6.4% | 180,053 | $17.9M |
| First Horizon Corp. | 0.75% | Add +5.2% | 179,748 | $17.8M |
| Capitolis Liquid Global Markets LLC | 0.11% | — | 177,300 | $17.6M |
| U.S. Capital Wealth Advisors, LLC | 0.44% | Add +501.5% | 176,846 | $17.6M |
| Summit Wealth Partners, LLC | 2.77% | Reduce -9.6% | 176,054 | $17.5M |
| Strategic Financial Group, LLC | 17.95% | — | 175,686 | $17.4M |
| Dakota Wealth Management | 0.38% | Add +10.9% | 175,210 | $17.4M |
| Alpha Financial Partners LLC | 10.26% | Add +0.5% | 174,670 | $17.3M |
| WASHINGTON TRUST Co | 0.59% | Add +2.6% | 174,604 | $17.3M |
| Peddock Capital Advisors, LLC | 3.81% | Add +5.4% | 174,152 | $17.3M |
| Merit Financial Group, LLC | 0.13% | Reduce -1.8% | 173,576 | $17.2M |
| TCP Asset Management, LLC | 2.16% | Add +40.6% | 169,214 | $16.8M |
| Financial Partners Group, Inc | 2.00% | Reduce -0.4% | 168,131 | $16.7M |
| Fiducient Advisors LLC | 2.18% | Add +1.2% | 167,914 | $16.7M |
| Genus Capital Management Inc. | 1.90% | Add +0.4% | 167,450 | $16.6M |
| Diversify Wealth Management, LLC | 0.29% | Add +841.3% | 166,332 | $16.5M |
| Watershed Private Wealth LLC | 5.11% | Reduce -8.4% | 165,186 | $16.4M |
| Blair William & Co. | 0.05% | Add +11.1% | 163,555 | $16.2M |
| Nicolet Bankshares Inc. | 0.60% | Add +1190.4% | 163,511 | $16.2M |
| First Foundation Advisors | 0.65% | Add +8.4% | 161,784 | $16.1M |
| Sound Financial Strategies Group, LLC | 10.89% | Add +16.6% | 160,804 | $16.0M |
| Arrowroot Family Office, LLC | 5.23% | Reduce -6.7% | 159,393 | $15.8M |
| Bartlett & Co. Wealth Management LLC | 0.20% | Add +1.8% | 157,993 | $15.6M |
| Rothschild Wealth LLC | 1.41% | Add +15.0% | 157,233 | $15.6M |
| Robinswood Financial LLC | 4.84% | Add +3.9% | 155,068 | $15.4M |
| ES4, LLC | 9.91% | Add +0.6% | 154,657 | $15.4M |
| Providence First Trust Co | 5.39% | Reduce -2.5% | 154,551 | $15.3M |
| Foguth Wealth Management, LLC. | 1.79% | Reduce -24.4% | 154,687 | $15.3M |
| D L Carlson Investment Group Inc. | 2.63% | Reduce -10.3% | 154,284 | $15.3M |
| Moneta Group Investment Advisors LLC | 0.12% | Add +5.8% | 153,917 | $15.3M |
| Granite Harbor Advisors, Inc. | 6.64% | Reduce -3.3% | 153,314 | $15.2M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.42% | Reduce -1.2% | 152,565 | $15.1M |
| Sequoia Financial Advisors, LLC | 0.08% | Reduce -9.4% | 152,528 | $15.1M |
| Oppenheimer Asset Management Inc. | 0.17% | Add +5.8% | 150,961 | $15.0M |
| Tide Cove Capital Partners LLC | 10.13% | Add +0.7% | 149,732 | $14.9M |
| Wealthspire Advisors, LLC | 0.12% | Reduce -8.8% | 149,962 | $14.9M |
| FC Advisory LLC | 4.34% | Add +4.0% | 149,888 | $14.9M |
| CVS HEALTH Corp | 7.00% | New | 149,700 | $14.9M |
| Prairieview Wealth Partners, LLC | 12.15% | Add +4.3% | 149,286 | $14.8M |
| Strategic Financial Partners, Ltd. | 6.38% | Add +28.7% | 148,895 | $14.8M |
| Evensky & Katz LLC | 0.84% | Add +6.5% | 148,446 | $14.7M |
| Montecito Bank & Trust | 2.42% | Add +4.5% | 148,157 | $14.7M |
| Fagan Associates, Inc. | 2.04% | Reduce -2.0% | 147,931 | $14.7M |
| Donaldson Capital Management, LLC | 0.48% | Add +1.0% | 147,842 | $14.7M |
| Family Capital Trust Co | 5.31% | Add +2.8% | 147,802 | $14.7M |
| Mullooly Asset Management, Inc. | 5.38% | Add +1.6% | 146,767 | $14.6M |
| Sharp Wealth Advisory, LLC | 7.18% | Add +2.2% | 146,544 | $14.5M |
| CVA Family Office, LLC | 1.53% | Add +5.1% | 146,317 | $14.5M |
| Caldwell Trust Co | 1.29% | Add +7.5% | 145,705 | $14.5M |
| Facet Wealth, Inc. | 0.25% | Add +80.4% | 143,872 | $14.3M |
| Calamos Wealth Management LLC | 0.50% | Reduce -13.1% | 143,355 | $14.2M |
| Calamos Advisors LLC | 0.07% | New | 143,355 | $14.2M |
| Motive Wealth Advisors | 6.68% | Reduce -0.7% | 143,330 | $14.2M |
| Aquire Wealth Advisors, LLC | 3.74% | Reduce -0.3% | 143,135 | $14.2M |
| Eagle Strategies LLC | 1.69% | Reduce -1.1% | 142,709 | $14.2M |
| Wilmington Savings Fund Society, FSB | 0.34% | Reduce -4.0% | 142,093 | $14.1M |
| Fifth Third Securities, Inc. | 0.91% | Reduce -2.2% | 141,385 | $14.0M |
| Greenwood Capital Associates LLC | 1.55% | Add +4.3% | 141,303 | $14.0M |
| TruWealth Advisors, LLC | 0.67% | Add +11.1% | 140,960 | $14.0M |
| rebel Financial LLC | 6.03% | Reduce -1.3% | 140,193 | $13.9M |
| High Net Worth Advisory Group LLC | 3.23% | Reduce -0.2% | 139,356 | $13.8M |
| Slow Capital, Inc. | 1.79% | Add +6.2% | 138,668 | $13.8M |
| Cynosure Group, LLC | 1.72% | Add +3.0% | 138,648 | $13.8M |
| Lazard Asset Management LLC | 0.02% | Reduce -20.7% | 138,013 | $13.7M |
| Onyx Bridge Wealth Group LLC | 1.47% | Reduce -8.4% | 137,740 | $13.7M |
| Prospera Financial Services Inc | 0.22% | Reduce -6.0% | 137,226 | $13.6M |
| Sfam, LLC | 12.59% | Add +6.1% | 136,727 | $13.6M |
| Modern Wealth Management, LLC | 0.23% | Add +2.2% | 136,864 | $13.5M |
| One Day In July LLC | 1.08% | Add +3.8% | 135,580 | $13.5M |
| Freestate Advisors LLC | 10.73% | Add +1.6% | 135,192 | $13.4M |
| Sandy Cove Advisors, LLC | 4.01% | Add +1.0% | 134,923 | $13.4M |
| Brandywine Asset Management, Inc. | 10.62% | Add +0.1% | 135,175 | $13.4M |
| Mann Financial Group, Inc. | 12.60% | Reduce -2.1% | 134,838 | $13.4M |
| Somnio Financial Group, LLC | 8.79% | Add +2.4% | 134,775 | $13.4M |
| Westerkirk Capital Inc. | 1.42% | Reduce -35.7% | 132,700 | $13.2M |
| BCS Wealth Management | 2.67% | Reduce -46.6% | 131,879 | $13.1M |
| Schroder Investment Management Group | 0.01% | Reduce -8.4% | 131,987 | $13.1M |
| Catalyst Capital Advisors LLC | 0.24% | Add +11.0% | 131,526 | $13.1M |
| Sugar Maple Asset Management, LLC | 7.92% | New | 131,390 | $13.0M |
| Easterly Investment Partners LLC | 1.00% | No change | 131,350 | $13.0M |
| GeoWealth Management, LLC | 0.47% | Add +64.2% | 130,881 | $13.0M |
| High Note Wealth, LLC | 2.55% | Add +6.2% | 130,850 | $13.0M |
| Smith & Howard Wealth Management, LLC | 2.80% | Reduce -0.7% | 130,666 | $13.0M |
| McGlone Suttner Wealth Management, Inc. | 1.72% | Add +6.5% | 130,590 | $13.0M |
| HTG Investment Advisors, Inc. | 3.68% | Add +8.2% | 129,859 | $12.9M |
| Savant Capital, LLC | 0.06% | Add +149.9% | 128,629 | $12.8M |
| Valmark Advisers, Inc. | 0.15% | Reduce -48.4% | 127,735 | $12.7M |
| Accelerate Investment Advisors LLC | 8.46% | Add +1.5% | 127,598 | $12.7M |
| Money Concepts Capital Corp. | 0.70% | Add +1.9% | 127,502 | $12.7M |
| Arax Advisory Partners | 0.36% | Reduce -72.1% | 127,430 | $12.6M |
| Range Advisory, LLC | 2.32% | Add +55.5% | 126,093 | $12.5M |
| LMG Wealth Partners, LLC | 2.28% | Add +5.3% | 126,065 | $12.5M |
| Two Sigma Securities, LLC | 1.45% | Add +2207.2% | 125,533 | $12.5M |
| Peak Financial Management, Inc. | 3.14% | Add +5.1% | 124,444 | $12.4M |
| Townsend Financial Planning, LLC | 11.95% | Add +5.9% | 124,398 | $12.3M |
| Nwam LLC | 0.71% | Reduce -6.6% | 124,275 | $12.3M |
| Ames National Corp. | 7.38% | Add +8.8% | 123,843 | $12.3M |
| Central Bank & Trust Co. | 1.93% | Reduce -3.8% | 123,839 | $12.3M |
| IHT Wealth Management, LLC | 0.29% | Reduce -5.6% | 123,824 | $12.3M |
| Lighthouse Financial Services Inc. | 2.75% | Add +1.8% | 122,049 | $12.2M |
| HB Wealth Management, LLC | 0.08% | Reduce -7.3% | 121,691 | $12.1M |
| Colonial Trust Co / SC | 1.64% | Add +8.9% | 121,622 | $12.1M |
| Cerity Partners OCIO LLC | 0.72% | Reduce -25.9% | 121,370 | $12.0M |
| Parkway Wealth Management Group, LLC | 1.52% | Add +3.5% | 120,689 | $12.0M |
| Exencial Wealth Advisors, LLC | 0.37% | Reduce -3.6% | 120,809 | $12.0M |
| Ieq Capital, LLC | 0.06% | Add +1.0% | 120,280 | $11.9M |
| Founders Grove Wealth Partners, LLC | 2.71% | Add +2.7% | 119,882 | $11.9M |
| Roundview Capital LLC | 0.74% | Add +4.4% | 119,722 | $11.9M |
| LifePlan Investment Advisors, Inc. | 4.65% | Reduce -0.8% | 119,223 | $11.8M |
| NDWM LLC | 7.67% | Add +269.9% | 119,130 | $11.8M |
| OFS Enterprise LLC | 3.48% | — | 119,100 | $11.8M |
| Laird Norton Wetherby Trust Company, LLC | 0.26% | Add +102.3% | 119,036 | $11.8M |
| Wescott Financial Advisory Group, LLC | 1.03% | Add +10.3% | 117,871 | $11.7M |
| Mgo One Seven LLC | 0.23% | Reduce -31.4% | 117,606 | $11.7M |
| Corepath Wealth Partners LLC | 7.83% | Add +4.1% | 116,718 | $11.6M |
| PFG Advisors | 0.56% | Reduce -1.1% | 116,397 | $11.6M |
| Carbahal Olsen Financial Services Group, LLC | 9.20% | Add +2.7% | 115,964 | $11.5M |
| Geneos Wealth Management Inc. | 0.26% | Reduce -0.1% | 112,583 | $11.2M |
| Independent Solutions Wealth Management, LLC | 1.64% | Add +0.8% | 112,421 | $11.2M |
| NorthCoast Asset Management LLC | 0.26% | Add +5.1% | 111,707 | $11.1M |
| Kingswood Wealth Advisors, LLC | 0.52% | Add +0.1% | 109,355 | $10.9M |
| Main Management LLC | 0.79% | Add +43.4% | 108,682 | $10.8M |
| Cibc World Market Inc. | 0.02% | Reduce -5.2% | 108,664 | $10.8M |
| Blue Chip Partners, LLC | 0.77% | Reduce -2.9% | 108,098 | $10.7M |
| LeConte Wealth Management, LLC | 6.92% | Add +7.7% | 107,788 | $10.7M |
| IFP Advisors, Inc | 0.22% | Add +4.4% | 107,181 | $10.6M |
| Souders Financial Advisors | 1.21% | Reduce -3.7% | 107,075 | $10.6M |
| Belpointe Asset Management LLC | 0.39% | Add +87.0% | 107,007 | $10.6M |
| Cosner Financial Group, LLC | 5.81% | Reduce -0.4% | 106,589 | $10.6M |
| Van Hulzen Asset Management, LLC | 0.79% | Reduce -5.3% | 106,562 | $10.6M |
| NBT Bank, N.A. | 0.68% | Add +919.7% | 105,243 | $10.4M |
| Innova Wealth Partners | 4.96% | Add +108.5% | 105,110 | $10.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.15% | Reduce -16.1% | 104,972 | $10.4M |
| Koenig Investment Advisory, LLC | 8.85% | Add +2.0% | 104,926 | $10.4M |
| Elevation Point Wealth Partners, LLC | 0.25% | Add +13.8% | 104,623 | $10.4M |
| Harpswell Capital Advisors, LLC | 7.69% | Add +40.6% | 104,007 | $10.3M |
| Interactive Financial Advisors, Inc. | 6.75% | Reduce -0.9% | 103,877 | $10.3M |
| NorthCrest Asset Manangement, LLC | 0.32% | Reduce -52.6% | 103,855 | $10.3M |
| JT Stratford LLC | 1.30% | Reduce -4.3% | 102,760 | $10.2M |
| Financial & Tax Architects, LLC | 2.27% | Reduce -11.0% | 102,613 | $10.2M |
| Chicago Partners Investment Group LLC | 0.23% | Add +7.7% | 102,028 | $10.2M |
| Patriot Financial Group Insurance Agency, LLC | 0.57% | Add +110.7% | 101,350 | $10.1M |
| Acima Private Wealth, LLC | 3.15% | Add +1.8% | 101,121 | $10.0M |
| Blankinship & Foster, LLC | 2.22% | Add +0.4% | 101,032 | $10.0M |
| KMG Fiduciary Partners, LLC | 0.74% | Add +4.7% | 100,110 | $9.9M |
| Integrated Advisors Network LLC | 0.52% | Reduce -3.0% | 99,329 | $9.9M |
| Cercano Management LLC | 0.42% | Reduce -34.6% | 99,128 | $9.8M |
| Midwestern Financial, LLC | 7.70% | Add +18.0% | 98,565 | $9.8M |
| Amtrust Financial Services, Inc. | 3.27% | No change | 98,560 | $9.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1652.8% | 98,454 | $9.8M |
| U S Wealth Group, Llc. | 6.55% | Reduce -2.8% | 97,628 | $9.7M |
| Clearwater Capital Advisors, LLC | 0.78% | Reduce -7.8% | 97,252 | $9.7M |
| Greykasell Wealth Strategies, Inc. | 3.88% | Add +0.7% | 96,900 | $9.6M |
| Investment Research Partners LLC | 3.91% | Reduce -0.3% | 96,833 | $9.6M |
| Hillcrest Wealth Advisors - NY, LLC | 3.81% | Add +26.7% | 94,740 | $9.4M |
| Coastline Trust Co | 0.93% | Reduce -10.0% | 94,726 | $9.4M |
| STAR Financial Bank | 4.44% | Add +514.1% | 94,720 | $9.4M |
| Aventus Investment Advisors, Inc. | 7.89% | Add +2.7% | 93,900 | $9.3M |
| Insigneo Advisory Services, LLC | 0.66% | Reduce -4.0% | 93,818 | $9.3M |
| Silver Coast Investments LLC | 2.96% | Add +3.8% | 93,497 | $9.3M |
| CFS Investment Advisory Services, LLC | 0.64% | Reduce -16.3% | 92,816 | $9.3M |
| Accurate Wealth Management, LLC | 1.11% | Add +10.4% | 92,880 | $9.2M |
| Firestone Capital Management | 1.92% | Add +0.9% | 92,860 | $9.2M |
| NewSquare Capital LLC | 0.80% | Reduce -5.4% | 92,343 | $9.2M |
| Juncture Wealth Strategies, LLC | 3.06% | Add +5.0% | 92,182 | $9.2M |
| Walker Financial Services, Inc. | 3.13% | Reduce -26.1% | 92,036 | $9.1M |
| Teucrium Investment Advisors, LLC | 7.07% | Add +286.6% | 92,155 | $9.1M |
| Ashton Thomas Securities, LLC | 1.14% | New | 91,773 | $9.1M |
| Act Wealth Management, LLC | 3.06% | Add +4.4% | 91,731 | $9.1M |
| Westside Investment Management, Inc. | 1.40% | Add +2.4% | 91,727 | $9.1M |
| Asset Allocation Strategies LLC | 1.61% | Add +61.8% | 91,468 | $9.1M |
| Frisco Financial Planning LLC | 7.48% | Reduce -24.9% | 91,409 | $9.1M |
| Wealthedge Investment Advisors, LLC | 3.33% | Add +1200.3% | 91,317 | $9.1M |
| Man Group plc | 0.02% | Reduce -73.3% | 90,349 | $9.0M |
| Wayfinding Financial, LLC | 3.89% | Add +15.4% | 90,295 | $9.0M |
| OneDigital Investment Advisors LLC | 0.09% | Reduce -12.5% | 89,649 | $8.9M |
| North Berkeley Wealth Management, LLC | 4.68% | Add +132.6% | 89,113 | $8.8M |
| Waterloo Capital, L.P. | 0.62% | Add +42.7% | 88,921 | $8.8M |
| Glassy Mountain Advisors, Inc. | 2.71% | Add +6.8% | 87,961 | $8.7M |
| Addis & Hill, Inc | 5.28% | Reduce -2.1% | 87,415 | $8.7M |
| Arkadios Wealth Advisors | 0.14% | Add +518.0% | 86,786 | $8.6M |
| Stonehaven Wealth & Tax Solutions, LLC | 7.61% | Add +3.2% | 86,706 | $8.6M |
| Ausdal Financial Partners, Inc. | 0.38% | Add +20.7% | 86,463 | $8.6M |
| Columbus Macro, LLC | 0.92% | Add +4.8% | 86,453 | $8.6M |
| Emergent Wealth Advisors, LLC | 5.07% | Reduce -16.2% | 86,390 | $8.6M |
| Pinnacle Financial Group, LLC / IL | 2.35% | Add +9.5% | 86,357 | $8.6M |
| Storen Legacy Partners, LLC | 2.67% | Add +2.4% | 85,947 | $8.5M |
| Capstone Financial Advisors, Inc. | 0.46% | Reduce -2.6% | 85,793 | $8.5M |
| Financial Planning Navigators CORP | 3.73% | Add +3.2% | 85,713 | $8.5M |
| Westwood Holdings Group Inc. | 0.06% | Reduce -9.0% | 83,582 | $8.3M |
| Durante & Waters, LLC | 5.98% | Reduce -0.3% | 83,241 | $8.3M |
| FDx Advisors, Inc. | 2.63% | Reduce -1.4% | 83,040 | $8.2M |
| Citizens Financial Group Inc. | 0.11% | Reduce -9.5% | 82,773 | $8.2M |
| Farmers & Merchants Investments Inc. | 0.23% | Add +3.1% | 82,645 | $8.2M |
| Atlas Private Wealth Advisors | 1.93% | Reduce -5.6% | 82,635 | $8.2M |
| WCG Wealth Advisors LLC | 0.23% | Reduce -34.6% | 82,507 | $8.2M |
| KFA Private Wealth Group, LLC | 1.96% | Add +4.4% | 82,375 | $8.2M |
| TPG Advisors LLC | 5.09% | Add +6.4% | 82,248 | $8.2M |
| Ashton Thomas Private Wealth, LLC | 0.19% | Add +12.2% | 81,950 | $8.1M |
| Boomfish Wealth Group, LLC | 4.30% | Reduce -3.3% | 81,165 | $8.1M |
| Vericrest Private Wealth | 7.22% | Add +11.3% | 81,112 | $8.1M |
| Erickson Financial Group, LLC | 5.00% | Add +5.3% | 80,424 | $8.0M |
| Chesley Taft & Associates LLC | 0.33% | Add +0.5% | 80,375 | $8.0M |
| Livet Wealth, LLC | 5.06% | Add +3.2% | 80,134 | $8.0M |
| Fortis Capital Advisors, LLC | 1.03% | Add +87.9% | 78,944 | $7.8M |
| Andina Capital Management, LLC | 7.00% | Reduce -23.6% | 78,574 | $7.8M |
| Sovran Advisors, LLC | 0.61% | Add +4.7% | 78,439 | $7.8M |
| Summit Global Investments | 0.46% | Reduce -87.3% | 78,176 | $7.8M |
| Premier Path Wealth Partners, LLC | 1.01% | Add +191.9% | 77,950 | $7.7M |
| Kintra Wealth, LLC | 0.55% | Add +677.0% | 77,915 | $7.7M |
| GM Advisory Group, LLC | 0.30% | Reduce -1.4% | 77,232 | $7.7M |
| Private Client Services, LLC | 2.28% | Reduce -1.1% | 76,719 | $7.6M |
| Global Assets Advisory, LLC | 2.18% | Add +2.1% | 76,693 | $7.6M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Add +3.7% | 76,655 | $7.6M |
| Sonoma Allocations LLC | 2.62% | Reduce -26.0% | 76,419 | $7.6M |
| Avantax Planning Partners, Inc. | 0.21% | Reduce -5.8% | 76,250 | $7.6M |
| RFG Advisory, LLC | 0.14% | Reduce -26.6% | 75,246 | $7.5M |
| MKD Wealth Coaches, LLC | 7.34% | Add +2.4% | 75,146 | $7.5M |
| StoneX Group Inc. | 0.40% | Add +7.7% | 74,915 | $7.4M |
| Palladiem, LLC | 7.07% | Add +0.9% | 74,479 | $7.4M |
| Csenge Advisory Group | 0.34% | Reduce -12.1% | 74,461 | $7.4M |
| Alamar Capital Management, LLC | 4.51% | Reduce -0.3% | 74,293 | $7.4M |
| City State Bank | 1.91% | Add +6.4% | 74,282 | $7.4M |
| All Terrain Financial Advisors, LLC | 2.29% | Add +1.8% | 74,092 | $7.4M |
| Counterweight Ventures, LLC | 4.12% | Add +14.6% | 74,026 | $7.3M |
| Cedar Mountain Advisors, LLC | 1.43% | Add +0.4% | 73,655 | $7.3M |
| Jackson Hole Capital Partners, LLC | 1.21% | Add +4.4% | 73,633 | $7.3M |
| LGL Partners, LLC | 3.00% | Add +3.9% | 73,442 | $7.3M |
| One Capital Management, LLC | 0.20% | Reduce -73.6% | 73,243 | $7.3M |
| Destiny Capital Corp | 3.87% | Reduce -6.8% | 73,082 | $7.3M |
| Epiq Partners, LLC | 3.47% | Reduce -4.3% | 72,759 | $7.2M |
| Navigate Wealth Management, LLC | 5.07% | — | 72,576 | $7.2M |
| Regal Investment Advisors LLC | 0.41% | Add +7.3% | 72,226 | $7.2M |
| Plimoth Trust Co. LLC | 1.60% | Add +0.4% | 72,047 | $7.2M |
| Capital Analysts, LLC | 0.19% | Add +370.9% | 72,010 | $7.1M |
| Systematic Alpha Investments, LLC | 0.25% | No change | 72,000 | $7.1M |
| Naples Global Advisors, LLC | 0.52% | Add +3.1% | 71,640 | $7.1M |
| Meridian Management Co. | 1.77% | Add +3323.8% | 71,625 | $7.1M |
| ATLas Financial Planning LLC | 6.35% | Reduce -1.5% | 71,306 | $7.1M |
| Astoria Strategic Wealth, Inc. | 1.79% | Reduce -0.2% | 71,100 | $7.1M |
| WealthSpring Partners, LLC | 6.42% | Add +3.5% | 70,439 | $7.0M |
| Lanark Financial, Inc. | 0.52% | Add +17.9% | 70,009 | $6.9M |
| Continental Investors Services, Inc. | 6.56% | Add +50.4% | 70,105 | $6.9M |
| Sellwood Investment Partners LLC | 2.73% | Reduce -6.1% | 69,862 | $6.9M |
| Sovereign Investment Advisors, LLC | 1.46% | Add +1.3% | 69,618 | $6.9M |
| REDW Wealth LLC | 2.75% | Reduce -3.0% | 69,449 | $6.9M |
| Richard W. Paul & Associates, LLC | 2.30% | Reduce -55.0% | 68,830 | $6.8M |
| Redwood Park Advisors LLC | 5.03% | Add +1.7% | 68,473 | $6.8M |
| Elevatus Welath Management | 3.55% | Add +149.0% | 68,300 | $6.8M |
| CBM Financial, LLC | 4.22% | Add +3.6% | 67,714 | $6.8M |
| Summit Wealth Group, LLC | 1.55% | Reduce -2.2% | 67,872 | $6.7M |
| Valeo Financial Advisors, LLC | 0.16% | Add +10.7% | 67,311 | $6.7M |
| SG Americas Securities, LLC | 0.01% | Reduce -78.0% | 67,167 | $6.7M |
| Apollon Wealth Management, LLC | 0.11% | Add +20.9% | 67,029 | $6.7M |
| Tillman Hartley LLC | 1.66% | Reduce -5.8% | 66,765 | $6.6M |
| AlTi Global, Inc. | 0.14% | Reduce -0.3% | 66,452 | $6.6M |
| City National Bank of Florida | 3.87% | New | 65,353 | $6.5M |
| DMC Group, LLC | 4.37% | Add +3.4% | 65,123 | $6.5M |
| Ameliora Wealth Management Ltd. | 2.05% | Reduce -53.8% | 64,790 | $6.4M |
| Neuberger Berman Group LLC | 0.00% | Reduce -8.8% | 64,610 | $6.4M |
| RKL Wealth Management LLC | 0.58% | Reduce -3.3% | 64,426 | $6.4M |
| TBH Global Asset Management, LLC | 1.28% | Reduce -19.0% | 63,904 | $6.3M |
| Kagan Cocozza Asset Management | 4.46% | Add +38.1% | 63,849 | $6.3M |
| Wellington-Altus USA Inc. | 3.73% | Add +91.3% | 64,000 | $6.3M |
| Northeast Financial Group, Inc. | 1.68% | Reduce -9.8% | 63,628 | $6.3M |
| Midwest Professional Planners, LTD. | 1.49% | Add +4.5% | 63,598 | $6.3M |
| Grove Bank & Trust | 0.71% | Add +4.1% | 63,453 | $6.3M |
| James Investment Research, Inc. | 0.70% | Add +4.9% | 63,231 | $6.3M |
| CreativeOne Wealth, LLC | 0.15% | Add +4.9% | 63,098 | $6.3M |
| MCF Advisors LLC | 0.27% | Add +1227.6% | 63,087 | $6.3M |
| Linscomb Wealth, Inc. | 0.28% | Reduce -0.7% | 62,822 | $6.2M |
| Marquette Associates, Inc. | 6.75% | No change | 62,542 | $6.2M |
| Element Wealth, LLC | 2.57% | Add +4.3% | 62,538 | $6.2M |
| CX Institutional | 0.19% | Reduce -39.7% | 62,528 | $6.2M |
| Arrow Financial Corp | 0.62% | Reduce -3.9% | 62,302 | $6.2M |
| Liberty Atlantic Advisors LLC | 5.28% | Add +64.3% | 62,212 | $6.2M |
| Whittier Trust Co. | 0.07% | No change | 62,143 | $6.2M |
| Arete Wealth Advisors, LLC | 0.46% | Reduce -23.7% | 61,437 | $6.1M |
| Sharper & Granite LLC | 2.07% | Add +6.1% | 61,125 | $6.1M |
| River's Edge Wealth Management, LLC | 5.69% | Add +3.3% | 60,871 | $6.1M |
| Little House Capital LLC | 1.56% | Add +28.8% | 60,849 | $6.0M |
| Fsa Wealth Partners, Inc. | 2.86% | Add +40.4% | 60,608 | $6.0M |
| Apex Wealth Management, LLC | 4.12% | Add +2903.4% | 60,458 | $6.0M |
| Cary Street Partners Financial LLC | 0.15% | Reduce -0.9% | 59,769 | $5.9M |
| Merited Wealth, LLC | 4.92% | Add +101.6% | 59,742 | $5.9M |
| LPWM LLC | 1.49% | Add +53.1% | 59,613 | $5.9M |
| AE Wealth Management LLC | 0.03% | Reduce -20.8% | 59,497 | $5.9M |
| Modus Advisors, LLC | 1.62% | Add +15.4% | 59,291 | $5.9M |
| FourThought Financial Partners, LLC | 0.51% | Reduce -4.7% | 59,149 | $5.9M |
| Conservest Capital Advisors, Inc. | 0.53% | Add +34.0% | 58,907 | $5.8M |
| Golden Bell Financial Planning LLC | 4.62% | Add +0.3% | 58,384 | $5.8M |
| Bedell Frazier Investment Counselling, LLC | 1.17% | Add +11.2% | 58,352 | $5.8M |
| Joseph P. Lucia & Associates, LLC | 2.06% | Add +15.9% | 58,156 | $5.8M |
| Invesco Ltd. | 0.00% | Reduce -13.7% | 58,137 | $5.8M |
| Canvas Wealth Advisors, LLC | 0.98% | Add +4.7% | 58,034 | $5.8M |
| Aviance Capital Partners, LLC | 0.67% | Add +150.9% | 57,992 | $5.8M |
| Stone Wealth Partners | 5.16% | Add +14.1% | 57,844 | $5.7M |
| Cornerstone National Bank & Trust Co | 2.12% | New | 57,995 | $5.7M |
| Quartz Partners, LLC | 2.22% | Add +636.4% | 57,806 | $5.7M |
| Silver Grove Financial Group, Inc. | 4.61% | Reduce -6.1% | 57,777 | $5.7M |
| Shelter Mutual Insurance Co | 1.27% | No change | 57,660 | $5.7M |
| Lynch Investment Planning, LLC | 5.14% | Add +13.8% | 57,618 | $5.7M |
| Avidian Wealth Enterprises, LLC | 0.18% | Add +0.8% | 57,614 | $5.7M |
| Columbia Bank | 1.63% | Add +10.4% | 57,565 | $5.7M |
| OpenArc Corporate Advisory, LLC | 0.08% | Add +57.4% | 57,363 | $5.7M |
| Tobias Financial Advisors, Inc. | 0.78% | Reduce -1.1% | 56,457 | $5.6M |
| Glenview Trust Co | 0.09% | Add +3.4% | 55,735 | $5.5M |
| Synergy Asset Management, LLC | 0.59% | Add +11.1% | 55,625 | $5.5M |
| Curry Webb Wealth Management LLC | 2.59% | Reduce -19.7% | 55,264 | $5.5M |
| Oppenheimer & Co. Inc. | 0.07% | Reduce -7.2% | 55,209 | $5.5M |
| Impact Capital Partners LLC | 1.65% | Add +12.4% | 54,947 | $5.5M |
| Kovack Advisors, Inc. | 0.29% | Reduce -28.2% | 54,931 | $5.4M |
| Eight 31 Financial, LLC | 3.27% | Reduce -77.5% | 54,592 | $5.4M |
| Empower Advisory Group, LLC | 0.01% | Reduce -0.6% | 54,456 | $5.4M |
| Aspect Partners, LLC | 2.20% | Add +4.8% | 54,321 | $5.4M |
| Ancora Advisors LLC | 0.11% | Reduce -0.7% | 54,309 | $5.4M |
| Johnson Financial Group, Inc. | 0.20% | Reduce -19.0% | 54,268 | $5.4M |
| Arrien Investments, Inc. | 2.92% | Add +7.1% | 54,258 | $5.4M |
| Coign Capital Advisors LLC | 2.79% | Add +4.3% | 53,523 | $5.3M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Add +29.8% | 53,385 | $5.3M |
| Heartland Advisors Inc. | 0.27% | Add +39.4% | 53,327 | $5.3M |
| Kastel Capital Advisors, LLC | 3.25% | No change | 52,953 | $5.3M |
| Simplicity Wealth,LLC | 0.30% | Add +54.9% | 53,109 | $5.3M |
| WealthTrust Asset Management, LLC | 3.14% | Reduce -1.8% | 53,037 | $5.3M |
| Koshinski Asset Management, Inc. | 0.33% | Add +20.7% | 52,966 | $5.3M |
| Wealth Enhancement Trust Services, Inc. | 0.64% | Add +0.1% | 52,943 | $5.3M |
| JGP Wealth Management, LLC | 0.55% | Reduce -10.3% | 52,906 | $5.3M |
| Brendel Financial Advisors LLC | 2.59% | Add +452.8% | 52,823 | $5.2M |
| Signal Advisors Wealth, LLC | 0.36% | Add +33.5% | 52,715 | $5.2M |
| Thompson Investment Management, Inc. | 0.68% | Add +12.4% | 52,666 | $5.2M |
| WBH Advisory Inc. | 0.39% | Add +29.3% | 52,656 | $5.2M |
| Capital Management Associates, Inc | 1.18% | Reduce -7.6% | 52,370 | $5.2M |
| Stratos Wealth Advisors, LLC | 0.32% | Reduce -20.9% | 52,253 | $5.2M |
| SouthState Bank Corp | 0.24% | Reduce -16.3% | 52,169 | $5.2M |
| Jackson, Grant Investment Advisers, Inc. | 1.73% | Add +0.2% | 52,075 | $5.2M |
| 1ST Source Bank | 0.27% | Add +10.4% | 52,070 | $5.2M |
| Merkkuri Wealth Advisors LLC | 3.42% | Reduce -2.7% | 52,044 | $5.2M |
| RiverGlades Family Offices LLC | 3.02% | — | 51,741 | $5.1M |
| Invested Advisors | 5.17% | Reduce -1.1% | 51,553 | $5.1M |
| Wall Street Financial Group, Inc. | 3.02% | Add +18.3% | 51,418 | $5.1M |
| Arbor Trust Wealth Advisors, LLC | 2.23% | Add +9.8% | 51,219 | $5.1M |
| HUB Investment Partners, LLC | 0.12% | Add +719.0% | 51,174 | $5.1M |
| Sax Wealth Advisors, LLC | 0.25% | No change | 50,763 | $5.1M |
| Quattro Financial Advisors LLC | 1.53% | Add +8.9% | 50,809 | $5.0M |
| Flagship Private Wealth, LLC | 2.03% | Add +10.3% | 50,422 | $5.0M |
| Wise Wealth Partners | 6.77% | Add +1.9% | 50,406 | $5.0M |
| Quadrant Capital Group LLC | 0.15% | Add +24.0% | 50,390 | $5.0M |
| Newport Capital Group, LLC | 3.05% | Reduce -0.6% | 50,361 | $5.0M |
| Smith Shellnut Wilson LLC | 2.18% | Reduce -55.6% | 50,140 | $5.0M |
| E&G Advisors, LLC | 1.10% | Add +18.9% | 50,005 | $5.0M |
| North Star Investment Management Corp. | 0.30% | Add +379.1% | 49,933 | $5.0M |
| Westfuller Advisors, LLC | 2.14% | Add +36.2% | 49,904 | $5.0M |
| Atwater Malick LLC | 1.34% | Add +29.1% | 49,820 | $4.9M |
| PlanVest Financial, Inc | 3.73% | — | 49,421 | $4.9M |
| Accel Wealth Management | 1.28% | Add +18.1% | 49,321 | $4.9M |
| Cannon Wealth Management Services, LLC | 3.30% | Add +13.4% | 49,122 | $4.9M |
| Heritage Family Offices, LLP | 2.16% | Reduce -29.9% | 49,117 | $4.9M |
| MV Capital Management, Inc. | 0.48% | Reduce -80.5% | 48,920 | $4.9M |
| Sincerus Advisory, LLC | 3.68% | Add +27.1% | 48,870 | $4.9M |
| GuidedMoney, LLC | 2.54% | Add +27.1% | 48,718 | $4.8M |
| Canton Hathaway, LLC | 0.98% | No change | 48,700 | $4.8M |
| Genesis Private Wealth, LLC | 1.52% | Reduce -9.1% | 48,556 | $4.8M |
| Oxinas Partners, LLC | 2.20% | Add +42.9% | 48,525 | $4.8M |
| PFG Investments, LLC | 0.22% | Add +0.4% | 48,198 | $4.8M |
| Logan Stone Capital, LLC | 1.31% | Add +1.8% | 47,642 | $4.7M |
| Compagnie Lombard Odier SCmA | 0.06% | No change | 47,617 | $4.7M |
| Ti-Trust, Inc. | 2.79% | Add +6.2% | 47,350 | $4.7M |
| Croban | 2.20% | Reduce -28.6% | 47,094 | $4.7M |
| Tactive Advisors, LLC | 1.32% | Add +16.1% | 46,995 | $4.7M |
| IFS Advisors, LLC | 2.40% | Reduce -1.8% | 46,843 | $4.7M |
| Cadia Private Client LLC | 3.75% | Reduce -6.4% | 46,546 | $4.6M |
| United Advisor Group, LLC | 0.57% | Add +1.6% | 46,115 | $4.6M |
| CENTRAL TRUST Co | 0.09% | Add +27.9% | 45,944 | $4.6M |
| Northern Lights Advisors, Inc. | 3.09% | Add +2.6% | 45,908 | $4.6M |
| Sound View Wealth Advisors Group, LLC | 0.31% | Add +3.2% | 45,847 | $4.6M |
| Avail Investment Partners, LLC | 4.85% | — | 45,751 | $4.5M |
| Park Place Capital Corp | 0.91% | Reduce -1.6% | 45,661 | $4.5M |
| DAVENPORT & Co LLC | 0.03% | Add +7.3% | 45,647 | $4.5M |
| Snowden Capital Advisors LLC | 0.12% | Add +8.2% | 45,545 | $4.5M |
| Patten Group, Inc. | 0.79% | Add +1.1% | 45,516 | $4.5M |
| B. Riley Wealth Advisors, Inc. | 0.29% | Reduce -48.4% | 45,587 | $4.5M |
| Penney Financial, LLC | 1.72% | Add +1.8% | 45,254 | $4.5M |
| Alps Advisors Inc. | 0.02% | No change | 45,215 | $4.5M |
| 5T Wealth, LLC | 1.76% | Add +6.1% | 44,936 | $4.5M |
| Wealthcare Capital Partners, LLC | 2.09% | Add +9.4% | 44,860 | $4.5M |
| Raffa Wealth Management, LLC | 0.70% | Add +0.6% | 44,831 | $4.5M |
| Paladin Partners, LLC | 3.21% | Add +0.0% | 44,820 | $4.4M |
| TRUE Private Wealth Advisors | 0.42% | New | 44,806 | $4.4M |
| Endeavor Private Wealth, Inc. | 1.26% | Reduce -4.8% | 44,298 | $4.4M |
| Pathstone Holdings, LLC | 0.02% | Add +6.3% | 44,039 | $4.4M |
| Elevation Wealth Partners, LLC | 1.56% | Reduce -1.5% | 43,954 | $4.4M |
| Ironwood Financial, llc | 0.76% | Reduce -2.0% | 43,732 | $4.3M |
| Parallax Volatility Advisers, L.P. | 0.24% | No change | 43,651 | $4.3M |
| Bluestem Financial Advisors, LLC | 1.67% | Reduce -0.4% | 43,632 | $4.3M |
| AtlasMark Financial, Inc | 2.79% | No change | 43,214 | $4.3M |
| PKS Advisory Services, LLC | 1.00% | Reduce -7.8% | 43,147 | $4.3M |
| Salem Investment Counselors Inc. | 0.13% | Add +4.0% | 43,073 | $4.3M |
| Leuthold Group, LLC | 0.45% | No change | 42,755 | $4.2M |
| Western Wealth Management, LLC | 0.16% | Add +11.5% | 42,580 | $4.2M |
| Moneda S.A. Administradora General de Fondos | 3.44% | Reduce -22.3% | 42,523 | $4.2M |
| Forum Private Client Group LLC | 1.41% | Reduce -5.2% | 42,458 | $4.2M |
| Lake Street Private Wealth, LLC | 0.54% | Add +10.4% | 42,408 | $4.2M |
| Dynamic Advisor Solutions LLC | 0.13% | Add +10.7% | 42,267 | $4.2M |
| Pursuit Wealth Strategies, LLC | 5.83% | Add +6.5% | 42,242 | $4.2M |
| Ullmann Wealth Partners Group, LLC | 0.43% | Reduce -8.4% | 42,191 | $4.2M |
| SteelPeak Wealth, LLC | 0.13% | Reduce -17.7% | 41,755 | $4.1M |
| Midwest Trust Co | 0.05% | Add +29.9% | 41,675 | $4.1M |
| Granite Bay Wealth Management, LLC | 0.88% | Add +10.4% | 41,594 | $4.1M |
| Evercore Wealth Management, LLC | 0.06% | Add +1.0% | 41,343 | $4.1M |
| MorganRosel Wealth Management, LLC | 1.61% | Reduce -18.9% | 41,197 | $4.1M |
| Equity Wealth Partners, LLC | 2.64% | Reduce -6.0% | 41,137 | $4.1M |
| First Washington CORP | 1.15% | Reduce -86.3% | 40,935 | $4.1M |
| Pacific Park Financial, Inc. | 2.64% | Add +14.8% | 40,792 | $4.0M |
| Legacy Wealth Management, LLC | 0.24% | Add +4.7% | 40,758 | $4.0M |
| MPS Loria Financial Planners, LLC | 1.06% | Add +7.0% | 40,287 | $4.0M |
| Envision Financial LLC | 2.15% | Add +20.0% | 40,283 | $4.0M |
| Aua Capital Management, LLC | 2.04% | Add +63.1% | 40,224 | $4.0M |
| AQR Capital Management | 0.00% | Add +74.9% | 40,097 | $4.0M |
| Stock Yards Bank & Trust Co. | 0.12% | Add +31.1% | 39,973 | $4.0M |
| Family Investment Center, Inc. | 0.76% | Add +1.8% | 39,858 | $4.0M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -1.0% | 39,971 | $4.0M |
| Forteris Wealth Management Inc. | 3.78% | Add +5.5% | 39,790 | $3.9M |
| Pinnacle Wealth Planning Services, Inc. | 0.41% | Reduce -3.5% | 39,569 | $3.9M |
| Hudson Oak Wealth Advisory LLC | 3.39% | Add +3.8% | 39,290 | $3.9M |
| Davidson Trust Co. | 1.68% | Add +5.6% | 39,216 | $3.9M |
| Gateway Wealth Partners, LLC | 0.15% | Add +362.8% | 39,183 | $3.9M |
| Charter Capital Management, LLC\DE | 1.94% | Add +4.8% | 39,043 | $3.9M |
| Godfrey Financial Associates, Inc. | 3.29% | Add +2.0% | 38,592 | $3.8M |
| Vista Investment Partners Ii, LLC | 1.71% | Add +7.8% | 38,395 | $3.8M |
| Randall & Associates Wealth Management | 2.56% | Add +4.4% | 38,303 | $3.8M |
| Intergy Private Wealth, LLC | 1.11% | Add +6.1% | 38,280 | $3.8M |
| Sterling Investment Advisors LLC | 1.81% | Add +3.9% | 38,054 | $3.8M |
| BLB&B Advisors, LLC | 0.16% | Reduce -21.2% | 37,889 | $3.8M |
| Wealth Management Associates, Inc. | 1.29% | Add +2.5% | 37,657 | $3.7M |
| Strategic Financial Concepts, LLC | 0.92% | Add +115.9% | 39,356 | $3.7M |
| Exchange Bank | 2.58% | Add +1.8% | 37,446 | $3.7M |
| Stonekeep Investments, LLC | 2.41% | Add +0.1% | 37,393 | $3.7M |
| Heritage Wealth Management, Inc. | 2.05% | Add +28.4% | 37,082 | $3.7M |
| Mesirow Financial Investment Management, Inc. | 0.06% | Add +55.8% | 36,875 | $3.7M |
| Cornerstone Advisors Asset Management, LLC | 0.56% | Add +1.4% | 36,865 | $3.7M |
| NYL Investors LLC | 1.38% | Add +3.6% | 36,863 | $3.7M |
| Tradition Wealth Management, LLC | 0.26% | Reduce -1.5% | 36,831 | $3.7M |
| Smith, Moore & Co. | 0.26% | Add +14.2% | 36,604 | $3.6M |
| McLean Asset Management Corp | 0.64% | Add +96.8% | 36,568 | $3.6M |
| Advisor OS, LLC | 0.26% | Add +5.5% | 36,415 | $3.6M |
| First National Bank of Omaha | 0.11% | Reduce -20.1% | 36,408 | $3.6M |
| J.Safra Asset Management Corp | 0.19% | Add +2.5% | 36,208 | $3.6M |
| Financial Strategies Group, Inc. | 0.60% | Add +2.5% | 35,932 | $3.6M |
| CAP Partners, LLC | 2.02% | Add +9.2% | 35,986 | $3.6M |
| Innovative Wealth Building LLC | 2.50% | Reduce -1.8% | 35,814 | $3.6M |
| Cypress Capital Group | 0.40% | Add +32.9% | 35,741 | $3.5M |
| Gryphon Financial Partners LLC | 0.37% | Add +8.6% | 35,716 | $3.5M |
| Integrity Advisory Solutions, LLC | 0.47% | Add +39.2% | 35,655 | $3.5M |
| Turn8 Private Wealth Inc. | 2.21% | Add +40.9% | 35,576 | $3.5M |
| Cheviot Value Management, LLC | 0.35% | Add +11.5% | 34,955 | $3.5M |
| Capital Advisors Wealth Management, LLC | 0.46% | Reduce -10.3% | 34,736 | $3.4M |
| Bigelow Investment Advisors, LLC | 1.38% | Add +6.3% | 34,624 | $3.4M |
| Burke & Herbert Bank & Trust Co. | 0.95% | Add +1.1% | 34,561 | $3.4M |
| DT Investment Partners, LLC | 0.29% | Reduce -5.4% | 34,507 | $3.4M |
| Chandler Asset Management, Inc. | 0.52% | No change | 34,482 | $3.4M |
| TritonPoint Partners, LLC | 1.25% | Reduce -14.1% | 34,253 | $3.4M |
| Adirondack Trust Co. | 1.14% | Add +0.4% | 34,223 | $3.4M |
| Compass Ion Advisors, LLC | 0.32% | Reduce -10.2% | 34,099 | $3.4M |
| Accredited Investors Inc. | 0.18% | Add +11.0% | 33,966 | $3.4M |
| Strive Financial Group ,LLC | 1.78% | New | 33,816 | $3.4M |
| Stronghold Wealth Management L.L.C. | 5.06% | Add +0.8% | 33,742 | $3.3M |
| First Trust Advisors LP | 0.00% | Add +5.2% | 33,739 | $3.3M |
| Mechanics Bank Trust Department | 0.46% | Reduce -8.0% | 33,702 | $3.3M |
| SC&H Financial Advisors, Inc. | 0.50% | Add +16.5% | 33,616 | $3.3M |
| LYNX Capital Group Ltd. | 1.55% | Add +14.4% | 33,541 | $3.3M |
| Optiver Holding B.V. | 0.13% | Add +41.7% | 33,538 | $3.3M |
| AMG National Trust Bank | 0.07% | Add +14.6% | 33,467 | $3.3M |
| Flagstar Securities, Inc. | 1.20% | Reduce -20.5% | 33,451 | $3.3M |
| JHP Wealth Management, LLC | 3.17% | Add +20.0% | 33,378 | $3.3M |
| Blueprint Investment Partners LLC | 0.34% | Reduce -40.7% | 33,335 | $3.3M |
| EFG International AG | 0.07% | Reduce -14.1% | 33,116 | $3.3M |
| Private Trust Co. NA | 0.29% | Add +4.3% | 33,008 | $3.3M |
| Blueprint Financial Advisors LLC | 0.48% | Reduce -40.1% | 32,799 | $3.3M |
| Indivisible Partners | 0.29% | Reduce -24.1% | 32,562 | $3.2M |
| Compton Financial Group, LLC | 0.71% | Reduce -6.2% | 32,522 | $3.2M |
| JNBA Financial Advisors | 0.27% | Add +4776.7% | 32,479 | $3.2M |
| Quantum Financial Planning Services, Inc. | 1.16% | Reduce -4.6% | 32,456 | $3.2M |
| SYM FINANCIAL Corp | 0.32% | Add +13.2% | 32,347 | $3.2M |
| GLR Partners, LLC | 1.74% | — | 32,132 | $3.2M |
| United Community Bank | 1.06% | New | 32,014 | $3.2M |
| KG Capital Management | 2.27% | Reduce -17.7% | 31,885 | $3.2M |
| Leavell Investment Management, Inc. | 0.13% | Add +14.7% | 31,804 | $3.2M |
| Simmons Bank | 0.21% | Add +1.1% | 31,713 | $3.1M |
| Michels Family Financial, LLC | 2.26% | Add +1.0% | 31,583 | $3.1M |
| Rehmann Capital Advisory Group | 0.16% | Reduce -34.0% | 31,466 | $3.1M |
| Miramontes Capital, LLC | 1.07% | Add +11.7% | 31,103 | $3.1M |
| Saxon Interests, Inc. | 1.06% | Add +0.6% | 31,050 | $3.1M |
| Valley Forge Investment Consultants Inc. Adv | 0.92% | Reduce -46.9% | 31,050 | $3.1M |
| Soltis Investment Advisors LLC | 0.20% | Reduce -0.1% | 30,903 | $3.1M |
| Global Trust Wealth Management LLC | 2.31% | Add +5.9% | 30,802 | $3.1M |
| Woodard & Co. Asset Management Group Inc. | 0.49% | Add +34.6% | 30,775 | $3.1M |
| FFT Wealth Management LLC | 0.55% | Reduce -16.2% | 30,759 | $3.1M |
| Delos Wealth Advisors, LLC | 1.75% | Add +10.9% | 30,741 | $3.1M |
| Wingate Wealth Advisors, Inc. | 1.62% | Reduce -0.5% | 30,614 | $3.0M |
| Beam Wealth Advisors, Inc. | 0.76% | Add +97.4% | 30,588 | $3.0M |
| Clearview Wealth Management LLC | 2.15% | — | 30,561 | $3.0M |
| First American Trust, FSB | 0.20% | Reduce -16.9% | 30,531 | $3.0M |
| CGN Advisors LLC | 0.24% | Reduce -2.6% | 30,488 | $3.0M |
| First Interstate Bank | 0.17% | Add +6.0% | 30,435 | $3.0M |
| Compass Financial Group, Inc. | 1.36% | Reduce -1.3% | 30,365 | $3.0M |
| Pettyjohn, Wood & White, Inc. | 0.48% | Add +5.9% | 30,342 | $3.0M |
| Triad Wealth Partners, LLC | 0.24% | Add +14.2% | 30,146 | $3.0M |
| McDonald Partners LLC | 0.71% | Add +73.6% | 30,141 | $3.0M |
| Larry Mathis Financial Planning, LLC | 2.68% | Reduce -1.4% | 30,101 | $3.0M |
| Arista Wealth Management, LLC | 0.36% | Add +3.0% | 30,038 | $3.0M |
| Blalock Williams, LLC | 2.29% | Add +18.4% | 29,782 | $3.0M |
| BlueSky Wealth Advisors, LLC | 0.38% | Reduce -59.3% | 29,545 | $2.9M |
| Alhambra Investment Management LLC | 1.35% | Reduce -0.5% | 29,513 | $2.9M |
| Hickory Point Bank & Trust | 1.93% | Reduce -0.2% | 29,500 | $2.9M |
| Valpey Financial Services, LLC | 1.90% | Add +2.2% | 29,407 | $2.9M |
| Dearborn Partners LLC | 0.16% | Reduce -2.7% | 29,070 | $2.9M |
| Laurel Oak Wealth Management, LLC | 0.48% | Reduce -0.6% | 29,035 | $2.9M |
| Quantinno Capital Management LP | 0.00% | Add +208.0% | 28,882 | $2.9M |
| Bauman Advisory Group, LLC | 2.01% | New | 28,856 | $2.9M |
| Aletheian Wealth Advisors LLC | 1.39% | — | 28,788 | $2.9M |
| American National Bank & Trust | 0.27% | Reduce -2.4% | 28,749 | $2.9M |
| Hoxton Planning & Management, LLC | 0.86% | Add +4.5% | 28,730 | $2.9M |
| Invera Wealth Advisors, LLC | 1.83% | Add +1.4% | 28,676 | $2.8M |
| Arcadia Wealth Management, LLC | 1.03% | Reduce -40.2% | 28,624 | $2.8M |
| Nvwm, LLC | 0.63% | Reduce -39.0% | 28,548 | $2.8M |
| Cooksen Wealth, LLC | 2.05% | Add +5.1% | 28,482 | $2.8M |
| Welch & Forbes LLC | 0.04% | Add +40.3% | 28,450 | $2.8M |
| LCNB Corp. | 0.95% | Add +15.9% | 28,408 | $2.8M |
| Advyzon Investment Management, LLC | 0.25% | Add +15.6% | 28,397 | $2.8M |
| American State Bank (Iowa) | 1.35% | Reduce -18.9% | 28,365 | $2.8M |
| WealthShield Partners, LLC | 0.31% | Add +7.9% | 28,330 | $2.8M |
| WealthPLAN Partners, LLC | 0.54% | Add +152.9% | 28,250 | $2.8M |
| Bessemer Group Inc. | 0.00% | Reduce -44.6% | 28,210 | $2.8M |
| Measured Wealth Private Client Group, LLC | 0.76% | Reduce -2.9% | 28,181 | $2.8M |
| IFS Group,LLC | 2.48% | — | 28,059 | $2.8M |
| Stockman Wealth Management, Inc. | 0.31% | Add +3.0% | 27,989 | $2.8M |
| Private Wealth Asset Management, LLC | 0.30% | Add +1.4% | 27,966 | $2.8M |
| Retirement Systems of Alabama | 0.01% | No change | 27,899 | $2.8M |
| Madrona Financial Services, LLC | 0.61% | Reduce -11.6% | 27,862 | $2.8M |
| Stewardship Advisors, LLC | 0.63% | Reduce -23.9% | 27,830 | $2.8M |
| Atlanta Consulting Group Advisors, LLC | 0.59% | Add +501.9% | 27,691 | $2.7M |
| Hilltop Holdings Inc. | 0.25% | Add +66.3% | 27,657 | $2.7M |
| Capital Financial Group Inc\co\ | 1.50% | Reduce -11.7% | 27,483 | $2.7M |
| Topor & Co. Korea | 2.30% | Reduce -22.6% | 27,373 | $2.7M |
| F/m Investments LLC | 0.18% | Reduce -84.3% | 27,169 | $2.7M |
| Fairway Wealth LLC | 0.71% | Reduce -5.4% | 27,075 | $2.7M |
| Aries Wealth Management | 0.59% | Add +3.0% | 27,057 | $2.7M |
| Maia Wealth LLC | 0.45% | Reduce -6.7% | 26,991 | $2.7M |
| Proficio Capital Partners LLC | 0.14% | Reduce -43.6% | 26,557 | $2.7M |
| Hollencrest Capital Management | 0.10% | Add +10.5% | 26,570 | $2.6M |
| Ascent Wealth Partners, LLC | 0.31% | Add +13.2% | 26,510 | $2.6M |
| Rik Saylor Financial, Inc. | 2.00% | Add +0.1% | 26,505 | $2.6M |
| Integrated Investment Consultants, LLC | 0.56% | Reduce -16.3% | 26,487 | $2.6M |
| Occidental Asset Management, LLC | 0.31% | Add +3.8% | 26,378 | $2.6M |
| DecisionMap Wealth Management, LLC | 1.68% | Reduce -20.3% | 26,208 | $2.6M |
| Total Investment Management Inc. | 0.30% | Reduce -2.3% | 26,162 | $2.6M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.30% | Add +93.4% | 26,108 | $2.6M |
| Denali Advisors LLC | 0.29% | Add +15.4% | 26,053 | $2.6M |
| Family Wealth Partners, LLC | 0.88% | Reduce -11.4% | 26,052 | $2.6M |
| NTV Asset Management LLC | 0.28% | Add +0.6% | 26,051 | $2.6M |
| Pointe Capital Management LLC | 1.28% | Add +11.9% | 26,017 | $2.6M |
| Riverview Trust Co | 3.16% | No change | 25,819 | $2.6M |
| Balboa Wealth Partners | 0.43% | Add +21.0% | 25,721 | $2.6M |
| Core Wealth Partners LLC | 1.18% | Reduce -0.4% | 25,640 | $2.5M |
| Greenup Street Wealth Management LLC | 0.36% | Add +3.2% | 25,495 | $2.5M |
| Canal Capital Management, LLC | 0.34% | Reduce -53.3% | 25,482 | $2.5M |
| Asset Management Group, Inc. | 0.41% | Add +0.5% | 25,418 | $2.5M |
| Cyndeo Wealth Partners, LLC | 0.13% | Add +2.5% | 25,219 | $2.5M |
| Capstone Wealth Management, Inc. | 2.12% | Reduce -0.8% | 25,223 | $2.5M |
| Christensen, King & Associates Investment Services, Inc. | 1.06% | Add +3.2% | 25,006 | $2.5M |
| MassMutual Private Wealth & Trust, FSB | 0.07% | Add +4.9% | 25,002 | $2.5M |
| Voya Financial Advisors, Inc. | 0.25% | Add +5.2% | 25,160 | $2.5M |
| Keenan, LLC | 2.09% | Add +3.4% | 24,702 | $2.5M |
| CFG Wealth Management Services, Inc. | 2.33% | Reduce -1.8% | 24,838 | $2.5M |
| Uhlmann Price Securities, LLC | 0.17% | New | 24,927 | $2.5M |
| Lionsbridge Wealth Management LLC | 2.47% | Reduce -3.9% | 24,786 | $2.5M |
| Financial Freedom, LLC | 1.22% | Add +0.1% | 24,610 | $2.4M |
| Strategic Wealth Partners, Ltd. | 0.17% | Add +100.1% | 24,533 | $2.4M |
| Wealth Alliance Advisory Group, LLC | 0.38% | Add +27.8% | 24,482 | $2.4M |
| Alpha Capital Advisors Inc. | 2.31% | Add +4.9% | 24,449 | $2.4M |
| CIBC Asset Management Inc | 0.01% | Add +36.0% | 24,440 | $2.4M |
| Berger Financial Group, Inc | 0.14% | Reduce -88.7% | 24,420 | $2.4M |
| Retirement Wealth Solutions LLC | 1.53% | Reduce -0.7% | 24,420 | $2.4M |
| PSI Advisors, LLC | 0.58% | Add +120.8% | 24,359 | $2.4M |
| Purpose Unlimited Inc. | 0.10% | Add +7.3% | 24,322 | $2.4M |
| Austin Wealth Management, LLC | 0.55% | Reduce -2.5% | 24,270 | $2.4M |
| Liberty One Investment Management, LLC | 0.25% | Add +45.0% | 24,150 | $2.4M |
| Portfolio Resources Advisor Group, Inc. | 2.38% | Reduce -0.2% | 24,142 | $2.4M |
| Retirement Planning Group, LLC | 0.07% | Add +262.8% | 24,092 | $2.4M |
| Core Wealth Management, Inc. | 0.73% | No change | 24,077 | $2.4M |
| LongView Wealth Management | 0.60% | Add +0.0% | 23,953 | $2.4M |
| XML Financial, LLC | 0.19% | Reduce -62.2% | 24,010 | $2.4M |
| Transamerica Financial Advisors, LLC | 0.20% | Reduce -3.0% | 23,864 | $2.4M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | Reduce -1.0% | 23,807 | $2.4M |
| Eclectic Associates Inc. | 0.31% | Add +119.8% | 23,728 | $2.4M |
| New England Private Wealth Advisors LLC | 0.27% | Add +27.1% | 23,703 | $2.4M |
| Register Financial Advisors LLC | 0.86% | Add +7.2% | 23,541 | $2.3M |
| Sierra Capital LLC | 0.25% | Add +26.6% | 23,529 | $2.3M |
| Trilogy Capital Inc. | 0.10% | Add +12.9% | 23,269 | $2.3M |
| C2C Wealth Management, LLC | 1.95% | Add +0.2% | 23,255 | $2.3M |
| Thompson Siegel & Walmsley LLC | 0.04% | Add +4.1% | 23,193 | $2.3M |
| Axis Wealth Partners, LLC | 1.22% | Add +1.3% | 23,168 | $2.3M |
| Miller Capital Partners, Inc. | 1.11% | Reduce -1.6% | 23,145 | $2.3M |
| Cahaba Wealth Management, Inc. | 0.16% | Add +34.1% | 23,028 | $2.3M |
| Vernal Point Advisors, LLC | 0.93% | Reduce -18.9% | 23,009 | $2.3M |
| Auour Investments LLC | 0.71% | Add +4.4% | 22,889 | $2.3M |
| L.K. Benson & Company, P.C. | 0.75% | Add +0.5% | 22,853 | $2.3M |
| Edgemoor Investment Advisors, Inc. | 0.18% | Add +35.5% | 22,836 | $2.3M |
| American Investment Services, Inc. | 0.50% | Add +11.7% | 22,794 | $2.3M |
| Keating Financial Advisory Services, Inc. | 0.36% | Reduce -8.3% | 22,644 | $2.2M |
| Ballast, Inc. | 0.52% | Add +16.4% | 22,572 | $2.2M |
| Legacy Edge Advisors, LLC | 0.24% | Reduce -50.9% | 22,550 | $2.2M |
| Wilshire Advisors LLC | 22.31% | Reduce -6.1% | 22,396 | $2.2M |
| McNaughton Wealth Management, LLC | 0.92% | Reduce -7.8% | 22,369 | $2.2M |
| Grey Ledge Advisors, LLC | 0.50% | Add +8.5% | 22,285 | $2.2M |
| Clear Creek Financial Management, LLC | 0.17% | Add +379.5% | 22,235 | $2.2M |
| Cherry Tree Wealth Management, LLC | 0.47% | Add +1.9% | 22,186 | $2.2M |
| First Financial Bankshares Inc | 0.04% | No change | 22,065 | $2.2M |
| Waldron Private Wealth LLC | 0.09% | Reduce -4.7% | 22,050 | $2.2M |
| Net Worth Advisory Group | 0.45% | Reduce -2.1% | 22,021 | $2.2M |
| Chris Bulman Inc | 0.95% | Reduce -15.2% | 21,922 | $2.2M |
| HRT Financial LP | 0.01% | New | 21,833 | $2.2M |
| McAdam, LLC | 0.10% | Reduce -1.2% | 21,769 | $2.2M |
| VestGen Advisors, LLC | 0.06% | Add +98.1% | 21,873 | $2.2M |
| Larson Financial Group LLC | 0.07% | Reduce -3.0% | 21,659 | $2.2M |
| Apollon Financial, LLC | 0.30% | Reduce -18.6% | 21,541 | $2.1M |
| Foundations Investment Advisors, LLC | 0.03% | Add +1.0% | 21,513 | $2.1M |
| Independent Financial Group, LLC | 0.05% | Add +12.4% | 21,469 | $2.1M |
| Pacific Capital Wealth Advisors, Inc. | 0.36% | Reduce -1.3% | 21,439 | $2.1M |
| First National Trust Co | 0.07% | Reduce -1.8% | 21,430 | $2.1M |
| Ironwood Investment Counsel, LLC | 0.30% | Add +9.9% | 21,329 | $2.1M |
| United Asset Strategies, Inc. | 0.17% | Add +0.1% | 21,247 | $2.1M |
| Landing Point Financial Group, LLC | 1.02% | Add +1.9% | 21,131 | $2.1M |
| West Michigan Advisors, LLC | 0.46% | Reduce -1.8% | 21,027 | $2.1M |
| Pinnacle Associates Ltd. | 0.03% | Reduce -0.4% | 20,960 | $2.1M |
| XTX Topco Ltd | 0.04% | Add +140.2% | 20,696 | $2.1M |
| Moss Adams Wealth Advisors LLC | 0.15% | Reduce -3.2% | 20,693 | $2.1M |
| Lake Hills Wealth Management, LLC | 1.14% | Reduce -1.7% | 20,622 | $2.0M |
| Strategic Blueprint, LLC | 0.12% | Add +2.2% | 20,611 | $2.0M |
| Narus Financial Partners, LLC | 0.53% | Add +1.4% | 20,521 | $2.0M |
| Capital Investment Management, Inc. | 0.70% | Add +4.0% | 20,485 | $2.0M |
| SHUTTLEWORTH & Co | 1.83% | Add +59.7% | 20,421 | $2.0M |
| Iowa State Bank | 0.37% | Reduce -19.0% | 20,394 | $2.0M |
| Bleakley Financial Group, LLC | 0.03% | New | 20,371 | $2.0M |
| Jaffetilchin Investment Partners, LLC | 0.12% | Add +27.8% | 20,074 | $2.0M |
| Richard Bernstein Advisors LLC | 0.06% | Add +601.2% | 20,062 | $2.0M |
| Navigation Wealth Management, Inc. | 7.17% | Add +11.5% | 20,051 | $2.0M |
| Diligent Investors, LLC | 0.49% | Add +1.5% | 20,010 | $2.0M |
| Ignite Planners, LLC | 0.30% | Reduce -2.8% | 18,606 | $2.0M |
| Armstrong Advisory Group, Inc. | 0.13% | Add +38.1% | 19,648 | $2.0M |
| Nations Financial Group Inc, /Ia/ | 0.10% | Add +4.4% | 19,594 | $1.9M |
| Aspen Wealth Management LLC | 0.39% | Add +825.2% | 19,587 | $1.9M |
| International Assets Investment Management, LLC | 0.13% | Add +2.4% | 19,523 | $1.9M |
| Meridian Wealth Management, LLC | 0.07% | Reduce -21.1% | 19,318 | $1.9M |
| Apella Capital, LLC | 0.03% | Add +19.6% | 18,956 | $1.9M |
| Empirical Asset Management, LLC | 0.50% | Add +10.5% | 24,200 | $1.9M |
| Lazari Capital Management, Inc. | 0.66% | Reduce -0.2% | 18,992 | $1.9M |
| PUREfi Wealth, LLC | 1.24% | Add +49.5% | 18,991 | $1.9M |
| Daymark Wealth Partners, LLC | 0.06% | Add +19.1% | 18,851 | $1.9M |
| FSA Investment Group, LLC | 0.75% | Reduce -2.6% | 18,848 | $1.9M |
| Security Financial Services, INC. | 0.30% | Reduce -14.3% | 18,816 | $1.9M |
| Evergreen Capital Management LLC | 0.04% | No change | 18,775 | $1.9M |
| JMG Financial Group, Ltd. | 0.05% | Reduce -9.3% | 18,713 | $1.9M |
| BOK Financial Private Wealth, Inc. | 0.11% | Reduce -11.4% | 18,712 | $1.9M |
| Wealth Dimensions Group, Ltd. | 0.36% | No change | 18,663 | $1.9M |
| Carrera Capital Advisors | 0.28% | Reduce -0.3% | 18,439 | $1.8M |
| Gladstone Institutional Advisory LLC | 0.07% | Add +16.8% | 18,425 | $1.8M |
| Clarity Financial LLC | 0.20% | Reduce -3.6% | 18,253 | $1.8M |
| Reicon Wealth Advisors, LLC | 1.38% | Add +3.1% | 18,152 | $1.8M |
| RBA Wealth Management, LLC | 0.65% | Add +0.4% | 18,130 | $1.8M |
| Bowie Capital Management, LLC | 0.08% | Add +80.0% | 18,000 | $1.8M |
| Vawter Financial, Ltd. | 0.74% | Add +1.1% | 17,823 | $1.8M |
| Rossby Financial, LCC | 0.37% | Add +84.0% | 17,849 | $1.8M |
| Bellwether Advisors, LLC | 0.30% | Reduce -1.0% | 17,792 | $1.8M |
| HBK Sorce Advisory LLC | 0.04% | Reduce -0.4% | 17,731 | $1.8M |
| Olde Wealth Management, LLC | 0.56% | Add +148.6% | 17,712 | $1.8M |
| DV Trading LLC | 0.16% | Add +60.2% | 17,640 | $1.8M |
| Aprio Wealth Management, LLC | 0.10% | Add +60.3% | 17,603 | $1.7M |
| Halter Ferguson Financial Inc. | 0.39% | No change | 17,563 | $1.7M |
| Wall Capital Group, Inc. | 1.86% | Add +0.3% | 17,527 | $1.7M |
| WestHill Financial Advisors, Inc. | 0.33% | Add +3.3% | 17,437 | $1.7M |
| Vannoy Advisory Group, Inc. | 1.09% | Add +1.3% | 17,389 | $1.7M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.21% | Add +1.3% | 17,229 | $1.7M |
| Steinberganna Wealth Management | 0.82% | Reduce -2.7% | 17,183 | $1.7M |
| October Effect Ltd | 1.95% | Add +1.2% | 17,060 | $1.7M |
| GatePass Capital, LLC | 0.84% | Reduce -5.4% | 17,056 | $1.7M |
| Magnolia Capital Advisors LLC | 0.33% | Reduce -9.9% | 16,951 | $1.7M |
| Biondo Investment Advisors, LLC | 0.21% | Add +8.7% | 16,836 | $1.7M |
| Pitcairn Wealth Advisors LLC | 0.15% | No change | 16,693 | $1.7M |
| Bakala Capital LLC | 8.02% | Add +0.6% | 16,795 | $1.7M |
| Objective Capital Management, LLC | 1.66% | Add +11.3% | 16,598 | $1.6M |
| Mainsail Financial Group, LLC | 0.69% | Add +23.1% | 16,596 | $1.6M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +48.7% | 16,532 | $1.6M |
| Sentinel Wealth Management, Inc. | 1.31% | Add +0.1% | 16,522 | $1.6M |
| Dixon Mitchell Investment Counsel Inc. | 0.06% | No change | 16,497 | $1.6M |
| Pinnacle Bancorp, Inc. | 0.48% | Reduce -3.8% | 16,441 | $1.6M |
| BBR Partners, LLC | 0.09% | Add +11.4% | 16,419 | $1.6M |
| Traveka Wealth, LLC | 0.62% | Add +42.5% | 16,249 | $1.6M |
| Wealthcare Capital Management LLC | 0.16% | Reduce -0.1% | 16,220 | $1.6M |
| Global View Capital Management LLC | 0.43% | Reduce -7.6% | 16,218 | $1.6M |
| Cpwa, LLC | 1.92% | — | 16,273 | $1.6M |
| Sun Financial Inc | 0.80% | Add +0.6% | 16,275 | $1.6M |
| Waycross Partners, LLC | 0.15% | Reduce -56.9% | 16,000 | $1.6M |
| SlateStone Wealth, LLC | 0.13% | Reduce -1.5% | 15,995 | $1.6M |
| Capital Investment Advisors, LLC | 0.02% | Add +5.9% | 15,993 | $1.6M |
| HighPoint Advisor Group LLC | 0.07% | Add +15.9% | 15,914 | $1.6M |
| Culbertson A N & Co. Inc. | 0.20% | Reduce -2.5% | 15,862 | $1.6M |
| Skyline Advisors, Inc. | 0.55% | Reduce -15.6% | 15,844 | $1.6M |
| Schiavi & Co LLC | 0.47% | Add +1.5% | 15,819 | $1.6M |
| Inscription Capital, LLC | 0.16% | Add +2.6% | 15,767 | $1.6M |
| Venture Visionary Partners LLC | 0.05% | Add +4.2% | 15,729 | $1.6M |
| Hayek Kallen Investment Management | 0.51% | New | 15,729 | $1.6M |
| Fonville Wealth Management LLC | 0.30% | Reduce -7.8% | 15,671 | $1.6M |
| Investure, LLC | 0.08% | Add +113.3% | 15,666 | $1.6M |
| Intelligence Driven Advisers, LLC | 0.27% | Reduce -12.9% | 15,534 | $1.5M |
| Curi Capital, LLC | 0.03% | Reduce -22.5% | 15,471 | $1.5M |
| Pathway Financial Advisors LLC | 0.19% | Add +0.7% | 15,434 | $1.5M |
| Headlands Technologies LLC | 0.17% | Reduce -38.2% | 15,085 | $1.5M |
| Summit Wealth Group LLC / Co. | 0.16% | Add +65.4% | 15,054 | $1.5M |
| T. Rowe Price Associates Inc. | 0.00% | New | 15,024 | $1.5M |
| Emerald Investment Advisers, LLC | 0.13% | — | 14,943 | $1.5M |
| Stolz & Associates, PS | 1.03% | Reduce -4.5% | 14,889 | $1.5M |
| Miller Financial Services LLC | 1.65% | Reduce -0.9% | 14,900 | $1.5M |
| Strathmore Capital Advisors, Inc. | 0.42% | Add +102.0% | 14,819 | $1.5M |
| Compass Financial Group, Inc. (Ohio) | 1.08% | Reduce -12.3% | 14,858 | $1.5M |
| Edgestream Partners, L.P. | 0.05% | Reduce -82.1% | 14,792 | $1.5M |
| May Hill Capital, LLC | 0.37% | Add +19.2% | 14,786 | $1.5M |
| Sepio Capital, LP | 0.08% | Reduce -13.0% | 14,762 | $1.5M |
| Aptus Capital Advisors, LLC | 0.01% | Add +34.3% | 14,700 | $1.5M |
| Kohmann Bosshard Financial Services, LLC | 0.14% | Reduce -0.8% | 14,688 | $1.5M |
| Pacific Financial Group Inc. | 0.79% | Reduce -1.2% | 14,683 | $1.5M |
| TrustWell Financial Advisors, LLC | 1.37% | Add +4.5% | 14,634 | $1.5M |
| NorthLanding Financial Partners, LLC | 1.17% | Reduce -85.6% | 14,587 | $1.4M |
| Clarity Retirement & Wealth, LLC | 1.17% | Add +415.2% | 14,570 | $1.4M |
| Presper Financial Architects, LLC | 0.86% | Reduce -2.5% | 14,550 | $1.4M |
| M Holdings Securities, Inc. | 0.10% | Reduce -62.7% | 14,538 | $1.4M |
| Atlantic Union Bankshares Corp | 0.03% | Reduce -1.4% | 14,389 | $1.4M |
| UMB Bank, n.a. | 0.02% | Add +68.0% | 14,342 | $1.4M |
| Anchyra Partners LLC | 0.43% | Add +13.4% | 14,334 | $1.4M |
| Mission Wealth Management, LP | 0.03% | Reduce -19.2% | 14,285 | $1.4M |
| Boyd Wealth Management, LLC | 0.60% | Reduce -1.2% | 14,196 | $1.4M |
| Legacy PCG, LLC | 7.65% | Reduce -85.2% | 14,152 | $1.4M |
| Alteri Wealth LLC | 0.45% | Add +26.2% | 14,057 | $1.4M |
| Stirlingshire Investments, Inc. | 1.22% | Add +1.4% | 13,973 | $1.4M |
| Hibernia Wealth Partners, LLC | 0.41% | Add +85.9% | 13,970 | $1.4M |
| Petros Family Wealth, LLC | 0.99% | Reduce -5.5% | 13,965 | $1.4M |
| Dorsey & Whitney Trust CO LLC | 0.08% | Add +13.8% | 13,920 | $1.4M |
| Private Wealth Group, LLC | 0.64% | No change | 13,886 | $1.4M |
| Orrstown Financial Services Inc. | 0.23% | Reduce -29.5% | 13,875 | $1.4M |
| ARK & TLK Investments, LLC | 0.37% | Add +39.1% | 13,852 | $1.4M |
| Howland Capital Management LLC | 0.05% | Reduce -0.8% | 13,832 | $1.4M |
| Forza Wealth Management, LLC | 0.47% | Add +5.7% | 13,682 | $1.4M |
| Winthrop Capital Management, LLC | 0.35% | Reduce -57.9% | 13,676 | $1.4M |
| Rather & Kittrell, Inc. | 0.21% | Add +0.8% | 13,650 | $1.4M |
| Alesco Advisors, LLC, An ESL Co | 0.03% | No change | 13,647 | $1.4M |
| Capital Asset Managemnet, LLC | 1.52% | Add +0.2% | 13,589 | $1.3M |
| Jefferies Financial Group Inc. | 0.02% | Add +13.5% | 13,536 | $1.3M |
| Faithward Advisors, LLC | 0.19% | Add +18.1% | 13,513 | $1.3M |
| Fiduciary Financial Group, LLC | 0.18% | Reduce -0.1% | 13,496 | $1.3M |
| Horizons Wealth Management | 0.89% | Reduce -0.6% | 13,494 | $1.3M |
| Lavelle Capital LP | 0.83% | New | 13,487 | $1.3M |
| Beacon Bridge Wealth Partners, LLC | 0.45% | Add +1.5% | 13,487 | $1.3M |
| Turtle Creek Wealth Advisors, LLC | 0.10% | New | 13,474 | $1.3M |
| Americana Partners, LLC | 0.03% | Add +1.0% | 13,465 | $1.3M |
| Phillips Wealth Planners LLC | 1.01% | Reduce -0.5% | 13,463 | $1.3M |
| Tudor Investment Corporation | 0.01% | Add +37.5% | 13,409 | $1.3M |
| Altfest L J & Co. Inc. | 0.14% | Add +2.1% | 13,371 | $1.3M |
| Shepherd Street Advisors LLC | 1.30% | Add +31.5% | 13,276 | $1.3M |
| Vident Advisory, LLC | 0.01% | New | 13,228 | $1.3M |
| OneAscent Financial Services LLC | 0.07% | Add +171.6% | 13,212 | $1.3M |
| Stokes Family Office, LLC | 0.14% | Reduce -12.5% | 13,181 | $1.3M |
| Clear Harbor Asset Management, LLC | 0.09% | New | 13,090 | $1.3M |
| Harvest Investment Services, LLC | 0.24% | New | 13,069 | $1.3M |
| Conway Capital Management, Inc. | 0.61% | No change | 13,044 | $1.3M |
| Ariadne Wealth Management, LP | 0.58% | No change | 12,998 | $1.3M |
| Worth Asset Management, LLC | 0.48% | Add +5.8% | 12,929 | $1.3M |
| Providence Capital Advisors, LLC | 0.21% | Add +8.4% | 12,856 | $1.3M |
| South Plains Financial, Inc. | 0.74% | Add +5.3% | 12,808 | $1.3M |
| Independent Wealth Network Inc. | 0.37% | Add +33.4% | 12,658 | $1.3M |
| Carr Financial Group Corp | 0.33% | Reduce -27.0% | 12,619 | $1.3M |
| FOCUS Wealth Advisors, LLC | 0.61% | No change | 12,595 | $1.3M |
| Sheets Smith Wealth Management | 0.14% | Add +7.2% | 12,570 | $1.2M |
| LifeGoal Investments, LLC | 0.71% | Reduce -10.6% | 12,596 | $1.2M |
| Beacon Financial Advisory LLC | 0.28% | Add +33.4% | 12,540 | $1.2M |
| First Manhattan Co. Llc. | 0.00% | Reduce -67.2% | 12,471 | $1.2M |
| Garrison Point Advisors, LLC | 0.56% | Add +3.1% | 12,462 | $1.2M |
| Presidio Capital Management, LLC | 0.36% | Add +8.2% | 12,423 | $1.2M |
| MFA Wealth Services | 0.81% | Reduce -0.1% | 12,392 | $1.2M |
| Realta Investment Advisors | 0.43% | Add +2.9% | 12,390 | $1.2M |
| Affinity Investment Advisors, LLC | 0.77% | No change | 12,390 | $1.2M |
| Bourgeon Capital Management LLC | 0.22% | Reduce -29.2% | 12,389 | $1.2M |
| Alpha Financial Advisors, LLC | 0.38% | Reduce -0.4% | 12,336 | $1.2M |
| Sage Mountain Advisors LLC | 0.09% | Add +5.5% | 12,325 | $1.2M |
| Fort Washington Investment Advisors Inc. | 0.01% | Add +0.4% | 12,235 | $1.2M |
| Sage Financial Group Inc. | 0.08% | Add +35.4% | 12,200 | $1.2M |
| Moneywise, Inc. | 0.53% | Add +51.4% | 12,120 | $1.2M |
| Procyon Advisors, LLC | 0.06% | Add +7.5% | 12,085 | $1.2M |
| Tennessee Valley Asset Management Partners | 0.16% | Add +2.4% | 12,046 | $1.2M |
| Brooks, Moore & Associates, Inc. | 0.60% | Reduce -6.3% | 12,000 | $1.2M |
| Gemmer Asset Management LLC | 0.09% | Reduce -81.3% | 11,964 | $1.2M |
| Bluedoor Private Wealth, LLC | 0.55% | Add +0.6% | 11,949 | $1.2M |
| Wedbush Securities Inc. | 0.03% | Reduce -1.5% | 11,913 | $1.2M |
| Balefire, LLC | 0.22% | Reduce -57.0% | 11,880 | $1.2M |
| TSG Advice Partners, LLC | 0.18% | Reduce -17.5% | 11,872 | $1.2M |
| Advocacy Wealth Management, LLC | 0.05% | No change | 11,842 | $1.2M |
| Ingalls & Snyder LLC | 0.04% | No change | 11,834 | $1.2M |
| King Wealth Management Group | 0.15% | Reduce -2.2% | 11,778 | $1.2M |
| Hopwood Nicholas Hunter | 0.37% | Reduce -62.9% | 11,771 | $1.2M |
| Perennial Investment Advisors, LLC | 0.09% | Add +10.7% | 11,751 | $1.2M |
| DRW Securities, LLC | 0.06% | New | 11,733 | $1.2M |
| HORAN Wealth, LLC | 0.11% | New | 11,578 | $1.2M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.08% | Add +0.4% | 11,639 | $1.2M |
| Orgel Wealth Management, LLC | 0.02% | Reduce -2.7% | 11,615 | $1.2M |
| GWN Securities Inc. | 0.22% | Reduce -16.8% | 11,607 | $1.2M |
| Well Done, LLC | 0.17% | New | 11,605 | $1.2M |
| CCG Wealth Management, LLC | 0.31% | Add +229.9% | 11,603 | $1.2M |
| Asset One Wealth Management LLC | 0.13% | Reduce -4.5% | 11,558 | $1.1M |
| Avondale Wealth Management | 0.56% | Add +0.0% | 11,568 | $1.1M |
| Keebeck Wealth Management | 0.13% | Reduce -25.3% | 11,559 | $1.1M |
| City Center Advisors, LLC | 1.06% | Add +51.7% | 11,546 | $1.1M |
| Strategies Wealth Advisors, LLC | 0.11% | Add +150.8% | 11,524 | $1.1M |
| Matters Capital LLC | 1.01% | Add +33.1% | 11,429 | $1.1M |
| Yukon Wealth Management, Inc. | 0.68% | No change | 11,414 | $1.1M |
| Factor Wealth Management LTD | 0.21% | Reduce -34.2% | 11,280 | $1.1M |
| TCV Trust & Wealth Management, Inc. | 0.09% | Reduce -0.4% | 11,279 | $1.1M |
| Northwest Bancshares, Inc. | 0.22% | Reduce -89.6% | 11,234 | $1.1M |
| Abundance Wealth Counselors | 0.16% | Add +1.1% | 11,224 | $1.1M |
| Argent Trust Co | 0.04% | Add +50.2% | 11,183 | $1.1M |
| TruNorth Capital Management, LLC | 0.21% | Reduce -1.6% | 11,147 | $1.1M |
| Red Tortoise LLC | 0.46% | Add +0.6% | 11,143 | $1.1M |
| Brookmont Capital Management | 0.62% | Add +7.5% | 11,135 | $1.1M |
| Titleist Asset Management, LLC | 0.08% | Add +29.9% | 11,130 | $1.1M |
| V2 Financial group LLC | 0.51% | Reduce -2.6% | 11,082 | $1.1M |
| CDKV Holdings LLC | 0.96% | Reduce -0.1% | 11,069 | $1.1M |
| Rockbridge Investment Management, LCC | 0.10% | Reduce -4.2% | 11,040 | $1.1M |
| Quest 10 Wealth Builders, Inc. | 0.95% | Reduce -8.3% | 10,863 | $1.1M |
| Per Stirling Capital Management, LLC. | 0.12% | Add +0.7% | 10,820 | $1.1M |
| Cadent Capital Advisors, LLC | 0.28% | Reduce -32.9% | 10,807 | $1.1M |
| S Harris Financial Group, LLC | 0.97% | Add +6.3% | 10,757 | $1.1M |
| Summit Financial Consulting LLC | 0.76% | Add +4.0% | 10,728 | $1.1M |
| Invariant Investment Management | 0.65% | Add +76.6% | 10,680 | $1.1M |
| Tsfg, LLC | 0.16% | Add +0.1% | 10,659 | $1.1M |
| Childress Capital Advisors, LLC | 0.19% | Add +1.0% | 10,646 | $1.1M |
| Lee Financial Co | 0.15% | Add +42.7% | 10,578 | $1.1M |
| Carnegie Investment Counsel | 0.02% | Add +29.4% | 10,562 | $1.0M |
| E-Wealth Partners, LLC | 0.85% | Add +10.0% | 10,513 | $1.0M |
| Kampmann Melissa S. | 0.84% | No change | 10,508 | $1.0M |
| Madison Wealth Partners, Inc | 0.17% | Add +14.1% | 10,475 | $1.0M |
| Leo Wealth, LLC | 0.08% | Add +0.7% | 10,466 | $1.0M |
| HRC Wealth Management, LLC | 0.49% | Add +19.3% | 10,430 | $1.0M |
| EJMK Ventures LLC | 0.58% | Reduce -51.8% | 10,429 | $1.0M |
| Ellis Investment Partners, LLC | 0.18% | Add +1.8% | 10,406 | $1.0M |
| BTC Capital Management, Inc. | 0.07% | No change | 10,340 | $1.0M |
| Carmel Capital Partners, LLC | 0.37% | Reduce -0.1% | 10,321 | $1.0M |
| Rede Wealth, LLC | 0.37% | Reduce -26.5% | 10,276 | $1.0M |
| Genesee Capital Advisors, LLC | 0.43% | Add +0.6% | 10,239 | $1.0M |
| Stratos Investment Management, LLC | 0.04% | Add +1.0% | 10,172 | $1.0M |
| BridgePort Financial Solutions, LLC | 0.29% | Add +5.7% | 10,146 | $1.0M |
| Fairvoy Private Wealth, LLC | 0.24% | Reduce -7.5% | 10,134 | $1.0M |
| Lloyd Advisory Services, LLC. | 0.29% | New | 10,129 | $1.0M |
| Kingdom Financial Group LLC. | 0.29% | Reduce -15.0% | 10,129 | $1.0M |
| Legacy Wealth Managment, LLC | 0.50% | Add +120.4% | 10,111 | $1.0M |
| Sovereign Financial Group, Inc. | 0.17% | Add +41.8% | 10,052 | $998K |
| Steel Grove Capital Advisors, LLC | 0.11% | Add +0.2% | 10,050 | $998K |
| Connecticut Wealth Management, LLC | 0.04% | Reduce -8.8% | 10,019 | $995K |
| Avion Wealth | 0.21% | Reduce -1.7% | 10,006 | $993K |
| Sandhill Capital Partners LLC | 0.09% | New | 9,992 | $992K |
| Tme Financial, Inc. | 0.68% | Add +2.4% | 9,955 | $988K |
| PAX Financial Group, LLC | 0.17% | Add +50.5% | 9,886 | $981K |
| Ethos Financial Group, LLC | 0.07% | Add +29.8% | 9,874 | $980K |
| Smith Thornton Advisors LLC | 0.49% | Reduce -0.3% | 9,869 | $980K |
| Flaharty Asset Management, LLC | 0.12% | Reduce -40.1% | 9,865 | $979K |
| Noble Family Wealth, LLC | 0.20% | Reduce -2.3% | 9,861 | $979K |
| Potomac Fund Management Inc. | 0.03% | Add +8.2% | 9,843 | $977K |
| Badgley Phelps Wealth Managers, LLC | 0.02% | Reduce -4.4% | 9,829 | $976K |
| Oak Wealth Advisors LLC | 0.53% | Add +16.5% | 9,806 | $973K |
| ALM First Financial Advisors, LLC | 0.17% | No change | 9,767 | $970K |
| Cedar Point Capital Partners, LLC | 0.63% | Add +3.7% | 9,746 | $967K |
| GFS Advisors, LLC | 0.06% | Add +175.2% | 14,310 | $967K |
| Fermata Advisors, LLC | 0.22% | Reduce -19.2% | 9,689 | $962K |
| Ducere Wealth Management LLC | 0.38% | Reduce -4.0% | 9,601 | $953K |
| Advus Financial Partners, LLC | 0.24% | Add +3.0% | 9,593 | $952K |
| 1015 Capital Partners, LLC | 0.92% | No change | 9,528 | $946K |
| 17 Capital Partners, LLC | 0.49% | Add +15.9% | 9,526 | $946K |
| Bravera Wealth | 0.43% | New | 9,518 | $945K |
| M1 Capital Management LLC | 0.43% | Add +10.3% | 9,478 | $941K |
| Tolleson Wealth Management, Inc. | 0.14% | Add +2.8% | 9,462 | $939K |
| Addison Advisors LLC | 0.21% | Add +0.5% | 9,448 | $938K |
| CoreCap Advisors, LLC | 0.03% | Reduce -4.9% | 9,441 | $937K |
| C M Bidwell & Associates Ltd. | 0.44% | Add +6.3% | 9,440 | $937K |
| Red Reef Advisors LLC | 0.98% | Add +9.0% | 9,436 | $937K |
| VestGen Investment Management | 0.52% | Reduce -25.0% | 9,434 | $937K |
| Advisory Alpha, LLC | 0.03% | Reduce -1.6% | 9,398 | $933K |
| Five Oceans Advisors | 0.34% | Reduce -8.0% | 9,375 | $931K |
| Reyes Financial Architecture, Inc. | 0.76% | Add +6.6% | 9,372 | $930K |
| William Howard & Co Financial Advisors Inc | 0.80% | No change | 9,340 | $927K |
| Clearwave Capital, LLC | 0.63% | Reduce -0.4% | 9,316 | $925K |
| Investment Advisory Group, LLC | 0.23% | Add +1.2% | 9,304 | $924K |
| Weil Company, Inc. | 0.21% | Reduce -29.4% | 9,297 | $923K |
| Brighton Jones LLC | 0.02% | New | 9,233 | $917K |
| Agf Management Ltd. | 0.00% | No change | 9,200 | $913K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.08% | Add +2.8% | 9,173 | $911K |
| Hoge Financial Services, LLC | 0.49% | Add +7.5% | 9,162 | $909K |
| Rinkey Investments | 0.23% | Reduce -8.9% | 9,068 | $900K |
| HighMark Wealth Management LLC | 0.37% | Reduce -4.7% | 9,051 | $899K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Reduce -16.6% | 9,026 | $896K |
| Milestone Asset Management, LLC | 0.16% | Add +98.9% | 9,001 | $894K |
| Stone House Investment Management, LLC | 0.16% | Add +0.7% | 8,986 | $892K |
| Optivise Advisory Services LLC | 0.54% | Add +8.3% | 8,937 | $887K |
| Finley Financial, LLC | 0.41% | No change | 8,910 | $884K |
| Orin Green Financial, LLC | 0.36% | Add +18.4% | 8,889 | $882K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -43.8% | 8,870 | $881K |
| Prudential PLC | 0.01% | Add +343.0% | 8,860 | $880K |
| Virtue Capital Management, LLC | 0.13% | Add +3.2% | 8,840 | $876K |
| Vested Financial Planning, LLC | 0.67% | Add +1.8% | 8,806 | $874K |
| Blue Fin Capital, Inc. | 0.14% | Reduce -2.7% | 8,801 | $874K |
| Cane Capital Partners, LLC | 0.38% | Reduce -3.9% | 8,779 | $871K |
| Latitude Advisors, LLC | 0.40% | Add +13.3% | 8,768 | $870K |
| Successful Portfolios LLC | 0.48% | Add +21.4% | 8,768 | $870K |
| Becker Capital Management Inc. | 0.03% | Reduce -49.3% | 8,761 | $870K |
| Integrity Wealth Partners, LLC | 0.77% | — | 8,637 | $857K |
| Legacy Capital Group California, Inc. | 0.33% | Add +0.6% | 8,609 | $855K |
| Sunbelt Securities, Inc. | 0.05% | Reduce -4.6% | 8,599 | $854K |
| International Private Wealth Advisors LLC | 0.52% | Reduce -9.2% | 8,592 | $853K |
| Rockland Trust Co. | 0.03% | Reduce -68.0% | 8,526 | $846K |
| Dala Group, LLC | 0.71% | Add +1.4% | 8,522 | $846K |
| Lifeworks Advisors, LLC | 0.11% | Reduce -20.3% | 8,508 | $845K |
| Sound Income Strategies, LLC | 0.04% | Reduce -19.5% | 8,521 | $844K |
| Fortitude Advisory Group L.L.C. | 0.38% | Add +15.4% | 8,459 | $840K |
| CVFG LLC | 0.10% | New | 8,400 | $834K |
| Lodestar Private Asset Management LLC | 0.08% | Add +3.9% | 8,382 | $832K |
| Guardian Partners Inc. | 0.07% | Add +12.6% | 8,353 | $830K |
| Crux Wealth Advisors | 0.32% | Reduce -5.8% | 8,333 | $827K |
| Cidel Asset Management Inc. | 0.05% | No change | 8,318 | $826K |
| Prairiewood Capital, LLC | 0.24% | Add +6.0% | 8,203 | $814K |
| Hanover Advisors Inc. | 0.33% | Reduce -0.1% | 8,164 | $810K |
| Atlantic Family Wealth, LLC | 0.58% | Reduce -17.8% | 8,120 | $806K |
| Princeton Global Asset Management LLC | 0.13% | Reduce -30.9% | 8,115 | $806K |
| Evergreen Advisors, LLC | 0.19% | No change | 8,101 | $804K |
| Shepherd Financial Partners LLC | 0.08% | Add +35.8% | 8,073 | $801K |
| Verus Wealth Management, LLC | 0.74% | Add +1.3% | 8,057 | $800K |
| Melfa Wealth Management, Inc. | 0.46% | Add +13.7% | 8,047 | $799K |
| Rock Point Advisors, LLC | 0.22% | No change | 8,046 | $799K |
| MPWM Advisory Solutions, LLC | 0.42% | Add +114.7% | 7,977 | $792K |
| Brady Family Wealth, LLC | 0.25% | No change | 7,971 | $791K |
| Winthrop Advisory Group LLC | 0.06% | Reduce -14.2% | 7,966 | $791K |
| Freedom Investment Management, Inc. | 0.23% | Add +2.7% | 7,929 | $787K |
| NWK Group, Inc. | 0.30% | Reduce -0.1% | 7,914 | $786K |
| Acorn Wealth Advisors, LLC | 0.23% | Add +1.4% | 7,905 | $785K |
| Amicus Financial Advisors, LLC | 0.22% | Add +0.1% | 7,903 | $784K |
| Dunhill Financial, LLC | 0.18% | New | 7,867 | $781K |
| BWM Planning, LLC | 0.21% | No change | 7,845 | $779K |
| Bayshore Capital Advisors, LLC | 0.33% | Add +9.7% | 7,827 | $777K |
| Veracity Capital LLC | 0.28% | Add +4.8% | 7,755 | $770K |
| Coastline Complete Wealth LLC | 0.48% | New | 7,755 | $770K |
| VAUGHAN & Co SECURITIES, INC. | 0.40% | Add +2.8% | 7,752 | $770K |
| Fiera Capital Corp | 0.00% | Reduce -20.9% | 7,722 | $767K |
| Obsidian Cio, LLC | 0.68% | Add +12.3% | 7,688 | $763K |
| Bond & Devick Financial Network, Inc. | 0.21% | Reduce -10.2% | 7,662 | $761K |
| Gen-Wealth Partners Inc | 0.24% | Add +0.7% | 83,872 | $758K |
| Winter & Associates, Inc. | 0.66% | Reduce -12.6% | 7,637 | $756K |
| Kitching Partners, LLC | 0.70% | Add +0.7% | 7,617 | $756K |
| CPR Investments Inc. | 0.50% | Reduce -85.9% | 7,581 | $753K |
| Outfitters Financial LLC | 0.58% | Add +0.8% | 7,561 | $751K |
| ABLE Financial Group, LLC | 0.15% | Reduce -4.6% | 7,556 | $750K |
| Physician Wealth Advisors, Inc. | 0.10% | Reduce -3.9% | 7,531 | $748K |
| Gallagher Capital Advisors, LLC | 0.50% | New | 7,524 | $747K |
| Simon Quick Advisors, LLC | 0.03% | Reduce -0.8% | 7,497 | $744K |
| HFG Wealth Management, LLC | 0.41% | Add +1.2% | 7,485 | $743K |
| Triumph Capital Management | 0.15% | Add +37.4% | 7,475 | $742K |
| GW Henssler & Associates Ltd. | 0.03% | No change | 7,444 | $739K |
| Pearl Planning LLC | 0.39% | Reduce -2.3% | 7,427 | $737K |
| KERR FINANCIAL PLANNING Corp | 0.52% | Add +6.8% | 7,422 | $737K |
| Farrow Financial, Inc. | 0.42% | Add +2.3% | 7,416 | $736K |
| Planwiser Financial, LLC | 0.53% | Reduce -66.3% | 7,316 | $729K |
| Madden Advisory Services, Inc. | 0.29% | Add +9.8% | 7,296 | $724K |
| Nordwand Advisors, LLC | 0.13% | Add +0.4% | 7,253 | $720K |
| Farmers National Bank | 0.16% | Reduce -1.6% | 7,137 | $708K |
| Mayflower Financial Advisors, LLC | 0.09% | Reduce -3.8% | 7,105 | $705K |
| Inman Jager Wealth Management, LLC | 0.41% | Add +7.8% | 7,102 | $705K |
| Evernest Financial Advisors, LLC | 0.15% | Reduce -1.6% | 7,077 | $704K |
| Finward Bancorp | 0.56% | Reduce -0.8% | 7,077 | $703K |
| MRP Capital Investments, LLC | 0.61% | Reduce -0.4% | 7,066 | $701K |
| Alliance Wealth Advisors, LLC | 0.15% | Reduce -20.2% | 7,055 | $700K |
| One Wealth Advisors, LLC | 0.09% | Reduce -12.0% | 7,054 | $700K |
| Summa Corp. | 0.29% | No change | 7,050 | $700K |
| Augustine Asset Management Inc. | 0.16% | No change | 7,049 | $700K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -59.5% | 7,044 | $699K |
| Mma Asset Management LLC | 0.24% | Add +13.5% | 7,012 | $696K |
| Arwa LLC | 0.34% | Add +27.6% | 6,905 | $687K |
| Unify Financial Advisors | 0.71% | No change | 6,900 | $685K |
| Advisortrust Partners, LLC | 0.28% | Add +28.6% | 6,818 | $677K |
| Postrock Partners LLC | 0.31% | No change | 6,784 | $673K |
| Planned Solutions, Inc. | 0.22% | Add +0.4% | 6,779 | $673K |
| Regimen Wealth, LLC | 0.20% | Reduce -96.6% | 6,759 | $673K |
| Jacobi Capital Management LLC | 0.04% | Add +1.8% | 6,776 | $673K |
| Members Wealth LLC | 0.40% | Add +22.5% | 6,688 | $666K |
| Isthmus Partners, LLC | 0.07% | New | 6,694 | $665K |
| Redwood Investment Management, LLC | 0.08% | Add +7.0% | 6,686 | $664K |
| J.E. Simmons & Co., P.C. | 0.44% | Reduce -2.3% | 6,669 | $662K |
| Aurdan Capital Management, LLC | 0.20% | Add +0.5% | 6,650 | $660K |
| Heritage Trust Co | 0.07% | Add +3.1% | 6,640 | $659K |
| Vigilare Wealth Management | 0.22% | Reduce -0.1% | 6,621 | $657K |
| Tulsa Wealth Advisors, INC | 0.11% | New | 6,603 | $655K |
| Transcendent Capital Group LLC | 0.30% | Add +148.6% | 6,568 | $652K |
| Glen Eagle Advisors, LLC | 0.09% | Add +50.8% | 6,545 | $650K |
| Y.D. More Investments Ltd | 0.03% | Add +18.0% | 6,545 | $649K |
| Signaturefd, LLC | 0.01% | Reduce -2.8% | 6,537 | $649K |
| Thrive Wealth Management, LLC | 0.10% | Reduce -26.9% | 6,521 | $647K |
| Berkeley Capital Partners, LLC | 0.15% | Add +2.3% | 6,498 | $645K |
| PMG Wealth Management, Inc. | 0.46% | No change | 6,500 | $643K |
| Gladwyn Financial Advisors, Inc. | 0.45% | Reduce -27.0% | 6,469 | $642K |
| Cambridge Advisors Inc. | 0.12% | No change | 6,458 | $641K |
| Truefg, LLC | 0.17% | Add +2.5% | 6,448 | $640K |
| Axim Planning & Wealth | 0.77% | Add +13.1% | 6,399 | $635K |
| Choate Investment Advisors | 0.01% | Reduce -10.7% | 6,374 | $633K |
| MSH Capital Advisors LLC | 0.13% | Reduce -8.3% | 6,356 | $631K |
| Bernardo Wealth Planning LLC | 0.12% | Add +1.1% | 6,355 | $631K |
| Revolve Wealth Partners, LLC | 0.08% | Reduce -33.7% | 6,347 | $630K |
| TMB Capital Partners, LLC | 0.21% | No change | 6,346 | $630K |
| German American Bancorp, Inc. | 0.05% | Add +58.5% | 6,288 | $624K |
| Farrell Financial LLC | 0.37% | Reduce -19.8% | 6,284 | $624K |
| Central Pacific Bank - Trust Division | 0.08% | No change | 6,257 | $621K |
| Genesis Wealth Advisors, LLC | 0.41% | Reduce -0.9% | 6,251 | $621K |
| Pennington Partners & Co., LLC | 0.21% | Reduce -10.5% | 6,226 | $618K |
| Droms Strauss Advisors Inc. /Mo/ | 0.16% | Reduce -2.4% | 6,226 | $618K |
| Zinnia Wealth Advisory, LLC | 0.69% | Reduce -10.9% | 6,225 | $618K |
| Peterson Wealth Services | 0.15% | Add +4.3% | 6,204 | $616K |
| Dover Advisors, LLC | 0.25% | No change | 6,179 | $613K |
| Heirloom Wealth Management | 0.11% | New | 6,161 | $612K |
| Brasada Capital Management, LP | 0.11% | Reduce -17.7% | 6,171 | $611K |
| Tidemark, LLC | 0.16% | Add +20.2% | 6,148 | $610K |
| Associated Banc-Corp | 0.02% | Add +6.3% | 6,147 | $610K |
| Maseco LLP | 0.02% | Reduce -23.9% | 6,138 | $609K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.02% | No change | 6,124 | $608K |
| Talon Private Wealth, LLC | 0.08% | — | 6,118 | $607K |
| SWP Financial LLC | 0.31% | Add +106.0% | 6,079 | $603K |
| Beta Wealth Group, Inc. | 0.25% | Add +1.0% | 6,046 | $600K |
| IPG Investment Advisors LLC | 0.10% | New | 6,044 | $600K |
| Roberts Financial Services LLC | 0.19% | No change | 6,014 | $597K |
| Calton & Associates, Inc. | 0.09% | Reduce -5.3% | 5,988 | $594K |
| Crewe Advisors LLC | 0.05% | Reduce -1.8% | 5,973 | $593K |
| BKM Wealth Management, LLC | 0.22% | Add +1.6% | 5,953 | $591K |
| Huntington National Bank | 0.00% | New | 5,952 | $591K |
| LVW Advisors, LLC | 0.06% | Add +49.7% | 5,912 | $587K |
| Uptown Financial Advisors LLC | 0.47% | Add +4.5% | 5,912 | $587K |
| Fidelis Capital Partners, LLC | 0.04% | Reduce -31.7% | 5,911 | $587K |
| Sterling Group Wealth Management, LLC | 0.28% | No change | 5,908 | $586K |
| Tilson Financial Group, Inc. | 0.17% | Reduce -13.6% | 5,870 | $583K |
| Victory Financial Group, LLC | 0.07% | Add +0.9% | 5,855 | $581K |
| Sharkey, Howes & Javer | 0.08% | Reduce -31.4% | 5,829 | $579K |
| United Bank | 0.19% | No change | 5,793 | $575K |
| Willis Johnson & Associates, Inc. | 0.03% | Add +6.1% | 5,781 | $574K |
| Strategic Financial Services, Inc. | 0.03% | New | 5,765 | $572K |
| Oak Associates Ltd. | 0.04% | No change | 5,751 | $571K |
| Flputnam Investment Management Co. | 0.01% | Reduce -23.6% | 5,745 | $570K |
| Bfsg, LLC | 0.05% | Reduce -5.6% | 5,741 | $570K |
| Palumbo Wealth Management LLC | 0.14% | No change | 5,734 | $569K |
| Partners in Financial Planning | 0.09% | Add +0.1% | 5,714 | $567K |
| Clare Market Investments LLC | 0.12% | — | 5,709 | $567K |
| Asset Allocation & Management Company, LLC | 0.21% | No change | 5,692 | $565K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Add +3.0% | 5,697 | $564K |
| Strengthening Families & Communities, LLC | 0.14% | New | 5,670 | $563K |
| LCW Services, LLC | 0.28% | Add +32.1% | 5,654 | $561K |
| William John Sempolinski | 0.28% | Reduce -1.6% | 5,618 | $558K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -30.2% | 5,609 | $557K |
| Central Valley Advisors, LLC | 0.15% | New | 5,601 | $556K |
| Voisard Asset Management Group, Inc. | 0.12% | Reduce -0.0% | 5,582 | $554K |
| Beacon Capital Management, LLC | 0.10% | Add +42.0% | 5,572 | $553K |
| Courier Capital LLC | 0.03% | Reduce -2.6% | 5,524 | $548K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -1.4% | 5,522 | $548K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.04% | Add +25.1% | 5,479 | $544K |
| Power Wealth Management LLC | 0.20% | Reduce -14.4% | 5,468 | $543K |
| Texas Yale Capital Corp. | 0.02% | Add +17.1% | 5,453 | $541K |
| Traynor Capital Management, Inc. | 0.03% | Reduce -17.6% | 5,428 | $538K |
| Timber Creek Capital Management LLC | 0.13% | New | 5,410 | $537K |
| Seascape Capital Management | 0.15% | No change | 5,370 | $533K |
| Blue Edge Capital, LLC | 0.07% | Add +11.9% | 5,352 | $531K |
| Cornerstone Planning Group LLC | 0.07% | Add +95.3% | 5,362 | $530K |
| Sprott Inc. | 0.02% | Add +5.1% | 5,320 | $528K |
| FAS Wealth Partners, Inc. | 0.03% | Reduce -18.3% | 5,274 | $524K |
| Centennial Bank | 0.19% | Reduce -20.3% | 5,272 | $523K |
| Beacon Financial Group | 0.05% | Reduce -6.0% | 5,258 | $522K |
| Proffitt & Goodson Inc. | 0.08% | Add +0.1% | 5,254 | $522K |
| Bogart Wealth, LLC | 0.02% | No change | 5,252 | $521K |
| Palisade Asset Management, LLC | 0.05% | Add +0.1% | 5,226 | $519K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +7187.4% | 1,386,722 | $518K |
| Wellington Shields & Co., LLC | 0.13% | Add +78.9% | 5,215 | $518K |
| Balanced Rock Investment Advisors LLC | 0.36% | Reduce -1.9% | 5,212 | $517K |
| Continuum Advisory, LLC | 0.05% | Add +15.6% | 5,188 | $515K |
| Warner Financial, Inc. | 0.18% | Add +0.0% | 5,192 | $515K |
| Lantern Wealth Advisors, LLC | 0.26% | New | 5,168 | $513K |
| Selective Wealth Management, Inc. | 0.15% | New | 5,152 | $510K |
| BlueStem Wealth Partners, LLC | 0.06% | Reduce -9.6% | 5,114 | $508K |
| Roger Wittlin Investment Advisory, LLC | 0.41% | Reduce -21.2% | 5,111 | $507K |
| Heritage Wealth Advisors | 0.02% | Add +1.2% | 5,020 | $498K |
| Chapin Davis, Inc. | 0.11% | Add +1.9% | 5,005 | $497K |
| Peoples Bank | 0.30% | New | 5,000 | $496K |
| Gradient Capital Advisors, LLC | 0.13% | Reduce -0.8% | 4,977 | $494K |
| Hilltop Partners LLC | 0.13% | Reduce -10.6% | 4,966 | $493K |
| Attessa Capital LLC | 0.27% | Reduce -1.2% | 4,925 | $489K |
| Larch Capital Partners LLC | 0.07% | New | 4,917 | $488K |
| Stevens Capital Partners | 0.12% | Reduce -58.5% | 4,910 | $487K |
| Summit Financial Strategies, Inc. | 0.04% | Add +9.9% | 4,900 | $486K |
| Cary Street Partners Investment Advisory LLC | 0.12% | Add +39.9% | 4,897 | $486K |
| Firethorn Wealth Partners, LLC | 0.18% | Reduce -33.1% | 4,893 | $486K |
| True Link Financial Advisors, LLC | 0.03% | Reduce -5.5% | 4,860 | $482K |
| Resurgent Financial Advisors LLC | 0.18% | Reduce -4.7% | 4,844 | $481K |
| Opes Wealth Management LLC | 0.08% | Reduce -26.7% | 4,842 | $481K |
| Capital Advisors, Ltd. LLC | 0.05% | Reduce -4.3% | 4,822 | $479K |
| Brandywine Oak Private Wealth LLC | 0.04% | Add +107.5% | 4,817 | $478K |
| Boston Research & Management Inc. | 0.11% | Add +1.3% | 4,784 | $475K |
| Performance Wealth Partners, LLC | 0.01% | Reduce -7.6% | 4,778 | $474K |
| MidAtlantic Capital Management, Inc. | 0.33% | Add +11.0% | 4,773 | $474K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -35.9% | 4,763 | $473K |
| BG Investment Services, LLC | 0.39% | Add +0.5% | 4,733 | $470K |
| WealthCare Investment Partners, LLC | 0.13% | Add +25.3% | 4,736 | $469K |
| Dale Q Rice Investment Management Ltd | 0.36% | No change | 4,728 | $469K |
| Wealthfront Advisers LLC | 0.00% | Reduce -17.2% | 4,691 | $466K |
| Halbert Hargrove Global Advisors, LLC | 0.02% | No change | 4,675 | $464K |
| Insight Wealth Partners, LLC | 0.19% | Add +13.3% | 4,668 | $463K |
| Heartland Bank & Trust Co | 0.10% | New | 4,655 | $462K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | New | 4,639 | $461K |
| RW Investment Management LLC | 0.04% | — | 4,624 | $459K |
| Brookwood Investment Group LLC | 0.06% | Add +59.5% | 4,615 | $458K |
| White Lighthouse Investment Management Inc. | 0.06% | Add +43.3% | 4,604 | $457K |
| Ridge Creek Global, Inc | 0.39% | No change | 4,601 | $457K |
| TSA Wealth Managment LLC | 0.15% | Reduce -0.5% | 4,594 | $456K |
| Gray Private Wealth, LLC | 0.23% | Reduce -1.1% | 4,586 | $455K |
| Romano Brothers and Company | 0.05% | Reduce -4.2% | 4,573 | $454K |
| Cascade Financial Partners, LLC | 0.05% | Reduce -56.8% | 4,552 | $452K |
| First Financial Bank - Trust Division | 0.04% | Add +5.3% | 4,544 | $451K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Add +37.8% | 4,518 | $449K |
| Coordinated Financial Services, Inc. | 0.26% | Reduce -0.4% | 4,506 | $447K |
| Joel Isaacson & Co., LLC | 0.01% | Add +0.6% | 4,503 | $447K |
| Inspire Trust Co, N.A. | 0.07% | No change | 4,486 | $445K |
| Vontobel Holding Ltd. | 0.00% | Reduce -14.3% | 4,480 | $445K |
| Defined Wealth Management, LLC | 0.26% | Reduce -10.2% | 4,469 | $444K |
| Dogwood Wealth Management LLC | 0.19% | Add +30.1% | 4,468 | $444K |
| Abel Hall, LLC | 0.09% | Reduce -0.3% | 4,467 | $443K |
| MBL Wealth, LLC | 0.03% | Reduce -33.8% | 4,460 | $443K |
| Valley Financial Group, Inc. | 0.24% | New | 4,441 | $441K |
| Uniting Wealth Partners, LLC | 0.09% | New | 4,440 | $441K |
| Oath Planning, LLC | 0.39% | Add +0.6% | 4,434 | $440K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Add +13.4% | 4,434 | $440K |
| Sonata Capital Group Inc. | 0.16% | No change | 4,423 | $439K |
| Weaver Consulting Group | 0.10% | Add +2.1% | 4,407 | $437K |
| Elevation Wealth Management LLC | 0.40% | Reduce -23.1% | 4,371 | $434K |
| Quadcap Wealth Management, LLC | 0.05% | Reduce -0.1% | 4,360 | $433K |
| Hanson & Doremus Investment Management | 0.05% | Add +4.8% | 4,355 | $432K |
| Life Line Wealth Management LLC | 0.19% | Add +2.2% | 4,352 | $432K |
| CJM Wealth Advisers, Ltd. | 0.13% | Add +5.2% | 4,315 | $428K |
| FWG Holdings, LLC | 0.16% | Reduce -77.0% | 4,280 | $424K |
| Roan Capital Partners | 0.39% | — | 4,266 | $423K |
| Cottage Street Advisors LLC | 0.18% | Reduce -1.8% | 4,251 | $422K |
| Community Bank & Trust, Waco, Texas | 0.08% | Add +10.3% | 4,234 | $420K |
| Bright Futures Wealth Management, LLC. | 0.29% | Add +0.5% | 4,228 | $420K |
| Uptick Partners, LLC | 0.08% | Reduce -76.4% | 4,224 | $419K |
| Patten & Patten Inc. | 0.03% | Reduce -24.7% | 4,204 | $417K |
| Birch Financial Group, LLC | 0.24% | Reduce -1.1% | 4,197 | $417K |
| Wood Tarver Financial Group, LLC | 0.11% | Add +0.2% | 4,179 | $414K |
| Portus Wealth Advisors, LLC | 0.39% | Reduce -44.6% | 4,169 | $414K |
| New World Advisors LLC | 0.07% | Add +0.1% | 4,166 | $414K |
| Synergy Financial Group, LTD | 0.31% | New | 4,150 | $412K |
| Peak Wealth Management LLC | 0.34% | Reduce -0.9% | 4,143 | $411K |
| Johnson Bixby & Associates, LLC | 0.05% | No change | 4,138 | $411K |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 0.31% | Add +63.4% | 4,144 | $409K |
| XY Planning Network, Inc. | 0.07% | Add +35.5% | 4,127 | $409K |
| Haverford Trust Co | 0.00% | Reduce -36.8% | 4,101 | $407K |
| WealthCollab, LLC | 0.17% | No change | 4,082 | $405K |
| Legacy Capital Wealth Partners, LLC | 0.08% | Reduce -3.1% | 4,071 | $404K |
| Goodman Financial Corp | 0.07% | No change | 4,048 | $402K |
| Sentinel Pension Advisors, LLC | 0.06% | Add +8.9% | 4,006 | $398K |
| Moneco Advisors, LLC | 0.03% | Reduce -7.8% | 4,004 | $397K |
| Vision Financial Markets LLC | 0.39% | Reduce -20.0% | 4,000 | $397K |
| Torrey-Payne Wealth Management, LLC | 0.36% | No change | 4,000 | $397K |
| Gouws Capital LLC | 0.21% | No change | 4,000 | $397K |
| Diversified Portfolios, Inc. | 0.03% | Reduce -37.2% | 3,992 | $396K |
| North Dallas Bank & Trust Co. | 0.27% | Reduce -1.0% | 3,990 | $396K |
| Manuka Financial, LLC | 0.24% | Reduce -0.8% | 3,977 | $395K |
| Centric Wealth Management | 0.08% | New | 3,987 | $393K |
| Trust Co of the South | 0.06% | Reduce -63.1% | 3,958 | $393K |
| Alerus Financial NA | 0.02% | Add +17763.6% | 3,930 | $390K |
| American Trust | 0.03% | Reduce -16.7% | 3,917 | $389K |
| Ssa Swiss Advisors AG | 0.18% | Add +17.5% | 3,890 | $386K |
| Lewis Asset Management, LLC | 0.16% | No change | 3,869 | $384K |
| Coastal Bridge Advisors, LLC | 0.03% | Reduce -2.1% | 3,869 | $384K |
| Barnes Dennig Private Wealth Management LLC | 0.38% | Add +3.0% | 3,868 | $384K |
| 4WEALTH Advisors, Inc. | 0.33% | Reduce -0.7% | 3,851 | $381K |
| HCR Wealth Advisors | 0.04% | No change | 3,795 | $377K |
| Altura Wealth Advisors Inc. | 0.16% | Reduce -27.5% | 3,792 | $376K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -44.8% | 3,773 | $375K |
| Advance Capital Management, Inc. | 0.01% | Reduce -5.4% | 3,767 | $374K |
| Brickley Wealth Management | 0.06% | Reduce -3.9% | 3,767 | $374K |
| Cooper Financial Group | 0.04% | Add +22.7% | 3,764 | $374K |
| Fourth Dimension Wealth, LLC | 0.14% | Reduce -65.1% | 3,760 | $373K |
| SOA Wealth Advisors, LLC. | 0.07% | Add +8.4% | 3,752 | $372K |
| Krilogy Financial LLC | 0.01% | Add +12.2% | 3,737 | $372K |
| Financial Sense Advisors, Inc. | 0.09% | Reduce -1.6% | 3,730 | $370K |
| Ssi Investment Management LLC | 0.03% | No change | 3,720 | $369K |
| Hobbs Group Advisors, LLC | 0.11% | Reduce -11.2% | 3,719 | $369K |
| Waystone Advisors LLC | 0.33% | Add +3.2% | 3,719 | $369K |
| Creative Capital Management Investments LLC | 0.11% | No change | 3,716 | $369K |
| Cornerstone Financial Group, LLC | 0.24% | Add +40.4% | 3,724 | $368K |
| Callan Family Office, LLC | 0.01% | Add +6.2% | 3,705 | $368K |
| Rothschild Investment LLC | 0.02% | Add +67.9% | 3,686 | $366K |
| Sykon Capital LLC | 0.12% | Add +3.1% | 3,685 | $366K |
| Financial Consulate, Inc. | 0.05% | Reduce -29.2% | 3,683 | $366K |
| Montag A & Associates Inc. | 0.02% | No change | 3,679 | $365K |
| Plum Street Advisors, LLC | 0.13% | No change | 3,679 | $365K |
| Woodside Wealth Management LLC | 0.29% | Reduce -41.7% | 3,676 | $365K |
| Strategic Investment Solutions, Inc. | 0.09% | No change | 3,674 | $365K |
| Note Advisors, LLC | 0.18% | Add +1.7% | 3,660 | $363K |
| Claro Advisors Inc. | 0.04% | Reduce -1.9% | 3,659 | $363K |
| Ascentis Wealth Management, LLC | 0.08% | Reduce -36.9% | 3,630 | $360K |
| Northstar Group, Inc. | 0.05% | No change | 3,630 | $360K |
| Waters Parkerson & Co., LLC | 0.02% | No change | 3,620 | $359K |
| SIH Partners, LLLP | 0.01% | No change | 3,620 | $359K |
| W Advisors, LLC | 0.18% | Reduce -1.1% | 3,605 | $358K |
| Philip James Wealth Mangement, LLC | 0.04% | No change | 3,603 | $358K |
| Burney Co./ | 0.01% | Reduce -2.4% | 3,597 | $357K |
| Peregrine Asset Advisers, Inc. | 0.10% | Reduce -2.5% | 3,591 | $356K |
| Northstar Advisory Group, LLC | 0.14% | Reduce -88.3% | 3,587 | $356K |
| Life Planning Partners, Inc | 0.27% | Add +4.6% | 3,556 | $353K |
| Verus Capital Partners, LLC | 0.02% | Reduce -15.7% | 3,553 | $353K |
| Foundation Wealth Management, LLC\PA | 0.12% | No change | 3,550 | $352K |
| Putney Financial Group LLC | 0.35% | Reduce -26.8% | 3,549 | $352K |
| GR Financial Group, LLC | 0.12% | Add +0.6% | 3,543 | $352K |
| Consolidated Portfolio Review Corp | 0.03% | No change | 3,543 | $352K |
| Pine Ridge Advisers LLC | 0.03% | No change | 3,543 | $352K |
| KLCM Advisors, Inc. | 0.03% | Add +5.4% | 3,540 | $351K |
| Anchor Capital Advisors LLC | 0.01% | No change | 3,535 | $351K |
| Carter Financial Group, INC. | 0.22% | Reduce -0.6% | 3,527 | $350K |
| Retiremitten Financial LLC | 0.17% | — | 3,509 | $348K |
| Rockingstone Advisors LLC | 0.16% | No change | 3,500 | $347K |
| Quad-Cities Investment Group, LLC | 0.14% | New | 3,488 | $346K |
| KPP Advisory Services LLC | 0.05% | Reduce -1.7% | 3,474 | $345K |
| Union Savings Bank | 0.15% | Add +0.3% | 3,466 | $344K |
| Edmond DE Rothschild Holding S.A. | 0.01% | No change | 3,449 | $342K |
| Silverleafe Capital Partners, LLC | 0.10% | Reduce -97.7% | 3,448 | $342K |
| Florida Financial Advisors, LLC | 0.08% | Reduce -17.6% | 3,436 | $341K |
| Everhart Financial Group, Inc. | 0.03% | Add +4.5% | 3,425 | $340K |
| Stephenson & Company, Inc. | 0.18% | No change | 3,422 | $340K |
| Topsail Wealth Management, LLC | 0.05% | Add +0.7% | 3,421 | $340K |
| Pine Haven Investment Counsel, Inc | 0.25% | Add +65.6% | 3,419 | $339K |
| Endowment Wealth Management, Inc. | 0.15% | Add +3.4% | 3,395 | $337K |
| 25 LLC | 0.10% | No change | 3,391 | $337K |
| Absolute Capital Management, LLC | 0.11% | Add +6.9% | 3,390 | $337K |
| Westshore Wealth, LLC | 0.12% | No change | 3,389 | $336K |
| World Equity Group, Inc. | 0.09% | New | 3,388 | $336K |
| Karpus Management, Inc. | 0.01% | Reduce -1.5% | 3,385 | $336K |
| Apeiron RIA LLC | 0.08% | Reduce -25.3% | 3,341 | $332K |
| Two West Capital Advisors LLC | 0.18% | Add +33.8% | 3,351 | $332K |
| Cutler Investment Counsel LLC | 0.03% | Add +0.7% | 3,336 | $331K |
| Financial Management Professionals, Inc. | 0.04% | Reduce -0.7% | 3,331 | $331K |
| Hardin Capital Partners, LLC | 0.15% | Add +0.9% | 3,291 | $327K |
| Commerce Advisors, LLC | 0.27% | — | 3,285 | $326K |
| Centaurus Financial, Inc. | 0.02% | Reduce -1.2% | 3,285 | $326K |
| Segment Wealth Management, LLC | 0.02% | Reduce -11.0% | 3,282 | $326K |
| Allianz Asset Management GmbH | 0.00% | Add +11.2% | 3,280 | $326K |
| Clearstead Trust, LLC | 0.05% | No change | 3,268 | $324K |
| Traub Capital Management LLC | 0.32% | No change | 3,255 | $323K |
| Strategent Financial, LLC | 0.22% | Reduce -8.5% | 3,254 | $323K |
| Cape Investment Advisory, Inc. | 0.11% | Add +0.1% | 3,251 | $323K |
| Middleton & Co. Inc. | 0.04% | No change | 3,250 | $323K |
| Marino, Stram & Associates LLC | 0.06% | Add +7.1% | 3,247 | $322K |
| Tempus Wealth Planning, LLC | 0.07% | Add +1.6% | 3,212 | $319K |
| Ledyard National Bank | 0.03% | Reduce -38.9% | 3,206 | $318K |
| Riverbend Wealth Management, LLC | 0.20% | Add +0.0% | 3,198 | $317K |
| Key Financial Inc | 0.06% | No change | 3,188 | $317K |
| Financial Architects, LLC | 0.17% | Add +5.8% | 3,180 | $316K |
| Financial Management Network Inc. | 0.05% | New | 3,165 | $315K |
| Meadow Creek Wealth Advisors LLC | 0.20% | No change | 3,168 | $314K |
| Chemistry Wealth Management LLC | 0.06% | Add +22.6% | 3,164 | $314K |
| Old Mission Investment Co LLC | 0.07% | Reduce -0.2% | 3,160 | $314K |
| Wincap Financial LLC | 0.21% | Add +3.7% | 3,137 | $311K |
| Chancellor Financial Group WB LP | 0.22% | Reduce -28.8% | 3,137 | $311K |
| Stelac Advisory Services LLC | 0.06% | No change | 3,136 | $311K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -22.9% | 3,094 | $307K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -1.8% | 3,090 | $307K |
| 21 West Wealth Management LLC | 0.28% | Add +20.7% | 3,081 | $306K |
| Stonehearth Capital Management, LLC | 0.12% | Reduce -1.5% | 3,078 | $306K |
| Wetzel Investment Advisors, Inc. | 0.12% | Add +0.0% | 3,059 | $304K |
| Odyssey Capital Advisors, Inc. | 0.27% | Reduce -12.8% | 3,050 | $303K |
| HFG Advisors, Inc. | 0.21% | No change | 3,044 | $302K |
| Parkshore Wealth Management, Inc. | 0.10% | Reduce -5.4% | 3,043 | $302K |
| Lee Danner & Bass Inc. | 0.02% | No change | 3,042 | $302K |
| Bravias Capital Group, LLC | 0.20% | Add +0.1% | 3,031 | $301K |
| Selby Wealth Management, LLC | 0.12% | Reduce -5.8% | 3,026 | $300K |
| Millstone Evans Group, LLC | 0.18% | No change | 3,025 | $300K |
| Frontier Asset Management, LLC | 0.06% | New | 3,023 | $300K |
| Creative Financial Designs Inc. | 0.02% | Add +30.8% | 3,015 | $299K |
| Strategic Investment Advisors / MI | 0.02% | Reduce -13.5% | 3,006 | $298K |
| Gables Capital Management Inc. | 0.13% | No change | 3,000 | $298K |
| Aire Advisors, LLC | 0.05% | New | 2,995 | $297K |
| Tenret Co LLC | 0.14% | No change | 2,990 | $297K |
| Rise Advisors, LLC | 0.10% | Reduce -0.5% | 2,977 | $295K |
| Missouri Trust & Investment Co | 0.09% | Add +12.7% | 2,967 | $295K |
| Parcion Private Wealth LLC | 0.02% | Add +1.6% | 2,956 | $293K |
| Cypress Wealth Services, LLC | 0.04% | Reduce -3.8% | 2,953 | $293K |
| Keeler Thomas Management LLC | 0.12% | New | 2,946 | $292K |
| Ergawealth Advisors, Inc. | 0.13% | No change | 2,940 | $292K |
| Kiley Juergens Wealth Management, LLC | 0.05% | New | 2,929 | $291K |
| FSM Wealth Advisors, LLC | 0.04% | No change | 2,908 | $289K |
| Stordahl Capital Management, Inc. | 0.06% | No change | 2,903 | $288K |
| Williams Jones Wealth Management, LLC. | 0.00% | Reduce -20.7% | 2,900 | $288K |
| Lauer Wealth, LLC | 0.23% | New | 2,895 | $288K |
| Everett Harris & Co. | 0.00% | No change | 2,892 | $287K |
| Parr McKnight Wealth Management Group, LLC | 0.04% | Reduce -53.2% | 2,881 | $286K |
| Sandbox Financial Partners, LLC | 0.08% | Add +0.3% | 2,878 | $286K |
| Symphony Financial, Ltd. Co. | 0.04% | Reduce -71.9% | 2,874 | $285K |
| Elite Financial, Inc. | 0.13% | Reduce -3.3% | 2,868 | $284K |
| BNC Wealth Management, LLC | 0.08% | Reduce -6.1% | 2,853 | $283K |
| Strid Group, LLC | 0.04% | Reduce -61.1% | 2,849 | $283K |
| Bison Wealth, LLC | 0.03% | Add +1.2% | 2,855 | $282K |
| Echo45 Advisors LLC | 0.16% | No change | 2,815 | $279K |
| Courage Miller Partners, LLC | 0.08% | No change | 2,805 | $278K |
| Redhawk Wealth Advisors, Inc. | 0.03% | Add +15.6% | 2,801 | $278K |
| Envision Financial Transparency, LLC | 0.27% | — | 2,796 | $278K |
| Stonebridge Capital Advisors LLC | 0.02% | Reduce -12.6% | 2,800 | $278K |
| Benin Management CORP | 0.06% | No change | 2,792 | $277K |
| HBW Advisory Services LLC | 0.03% | Add +10.3% | 2,792 | $277K |
| Phocas Financial Corp. | 0.04% | No change | 2,791 | $277K |
| Noesis Capital Mangement Corp. | 0.04% | Reduce -5.4% | 2,787 | $277K |
| Braun-Bostich & Associates Inc. | 0.17% | Add +4.4% | 2,772 | $275K |
| Duncker Streett & Co. Inc. | 0.05% | No change | 2,735 | $271K |
| Linden Thomas Advisory Services, LLC | 0.03% | Add +14.5% | 2,729 | $271K |
| Anchor Investment Management, LLC | 0.02% | Add +1.7% | 2,726 | $271K |
| Wolff Wiese Magana LLC | 0.15% | Reduce -0.3% | 2,726 | $271K |
| Auxano Advisors, LLC | 0.05% | New | 2,711 | $269K |
| Impact Partnership Wealth, LLC | 0.03% | Add +24.1% | 2,709 | $269K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.11% | Add +0.0% | 2,709 | $269K |
| DB&C Advisors, LLC | 0.35% | Reduce -1.5% | 2,698 | $268K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -49.3% | 2,692 | $267K |
| New Republic Capital, LLC | 0.09% | Add +16.9% | 2,690 | $267K |
| Pines Wealth Management, LLC | 0.09% | Add +0.5% | 2,689 | $267K |
| Glass Jacobson Investment Advisors llc | 0.09% | Add +33.8% | 2,686 | $267K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Add +17.1% | 2,668 | $265K |
| WP Advisors, LLC | 0.07% | New | 2,664 | $264K |
| Holistic Financial Partners | 0.10% | No change | 2,663 | $264K |
| Founders Financial Alliance, LLC | 0.05% | Add +236.5% | 2,658 | $264K |
| Atticus Wealth Management, LLC | 0.07% | Add +0.1% | 2,653 | $263K |
| Acropolis Investment Management, LLC | 0.01% | Reduce -53.0% | 2,650 | $263K |
| Howard Financial Services, LTD. | 0.03% | Reduce -40.1% | 2,645 | $263K |
| Cadinha & Co. LLC | 0.05% | No change | 2,644 | $263K |
| Walkner Condon Financial Advisors LLC | 0.03% | Reduce -38.0% | 2,635 | $262K |
| McElhenny Sheffield Capital Management, LLC | 0.06% | Reduce -72.8% | 2,634 | $261K |
| Wellington Shields Capital Management, LLC | 0.04% | No change | 2,631 | $261K |
| Entrust Financial LLC | 0.18% | Add +50.3% | 2,614 | $259K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -1.7% | 2,608 | $259K |
| Hexagon Capital Partners LLC | 0.04% | New | 2,605 | $259K |
| ARS Wealth Advisors Group, LLC | 0.02% | Add +10.2% | 2,604 | $258K |
| Northstar Financial Companies, Inc. | 0.20% | Add +0.0% | 2,588 | $257K |
| WealthBridge Capital Management, LLC | 0.06% | Reduce -15.6% | 2,587 | $257K |
| Three Bearings Fiduciary Advisors, Inc. | 0.25% | No change | 2,585 | $257K |
| Aft, Forsyth & Company, Inc. | 0.12% | Add +0.0% | 2,581 | $256K |
| Falcon Wealth Planning | 0.02% | Add +24.0% | 2,581 | $256K |
| Protective Life Corp. | 0.85% | New | 2,581 | $256K |
| Tyche Wealth Partners LLC | 0.04% | New | 2,576 | $256K |
| Ballentine Partners, LLC | 0.00% | Reduce -83.2% | 2,572 | $255K |
| Fidelity D & D Bancorp Inc. | 0.10% | No change | 2,571 | $255K |
| Chilton Capital Management LLC | 0.01% | No change | 2,570 | $255K |
| BIP Wealth, LLC | 0.01% | New | 2,548 | $253K |
| Syverson Strege & Co | 0.06% | Reduce -27.6% | 2,543 | $252K |
| Advisory Resource Group | 0.04% | New | 2,539 | $252K |
| Motco | 0.02% | Reduce -52.4% | 2,534 | $252K |
| Trueblood Wealth Management, LLC | 0.10% | Add +20.1% | 2,533 | $251K |
| Brown Wealth Management, LLC | 0.06% | Reduce -1.5% | 2,530 | $251K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -36.4% | 2,529 | $251K |
| Caerus Investment Advisors, LLC | 0.11% | New | 2,520 | $250K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.04% | New | 2,500 | $248K |
| Essential Partners LLC | 0.08% | New | 2,500 | $248K |
| Boston Family Office LLC | 0.02% | Reduce -4.4% | 2,500 | $248K |
| Potentia Wealth | 0.10% | Reduce -11.0% | 2,497 | $248K |
| Bank Ozk | 0.09% | No change | 2,497 | $248K |
| Annex Advisory Services, LLC | 0.00% | Reduce -13.0% | 2,491 | $247K |
| McIlrath & Eck, LLC | 0.02% | Reduce -0.7% | 2,484 | $247K |
| Principia Wealth Advisory, LLC | 0.14% | Reduce -39.3% | 2,459 | $244K |
| Steelhead Wealth Management LLC | 0.12% | — | 2,462 | $244K |
| Adirondack Capital Advisors, LLC | 0.16% | No change | 2,449 | $243K |
| Raab & Moskowitz Asset Management LLC | 0.05% | Reduce -0.2% | 2,437 | $242K |
| West Branch Capital LLC | 0.06% | No change | 2,430 | $241K |
| Obermeyer Wealth Partners | 0.01% | Reduce -7.4% | 2,429 | $241K |
| Maltin Wealth Management, Inc. | 0.09% | Add +0.7% | 2,427 | $241K |
| WealthTrust Axiom LLC | 0.06% | No change | 2,423 | $241K |
| Pension & Wealth Management Advisors, Inc. | 0.07% | Add +5.1% | 2,420 | $240K |
| Rosenberg Matthew Hamilton | 0.05% | Reduce -21.9% | 2,418 | $240K |
| Kings Path Partners LLC | 0.08% | Reduce -3.5% | 2,416 | $240K |
| Reflection Asset Management | 0.15% | No change | 2,433 | $240K |
| Aull & Monroe Investment Management Corp | 0.11% | New | 2,409 | $239K |
| Morris Financial Concepts, Inc. | 0.08% | Reduce -0.1% | 2,404 | $239K |
| GC Wealth Management RIA, LLC | 0.01% | New | 2,402 | $238K |
| Essex Bank | 0.05% | Add +3.0% | 2,400 | $238K |
| SilverOak Wealth Management LLC | 0.04% | Add +6.8% | 2,390 | $237K |
| Financial Advisors Network, Inc. | 0.03% | Add +2.6% | 2,389 | $237K |
| Brady Martz Wealth Solutions, LLC | 0.04% | Reduce -6.4% | 2,384 | $237K |
| CWA Asset Management Group, LLC | 0.01% | Reduce -11.5% | 2,383 | $237K |
| Pursue Wealth Partners LLC | 0.14% | No change | 2,381 | $236K |
| Silver Oak Advisory Group, Inc. | 0.10% | No change | 2,379 | $236K |
| Ascent Advisors, LLC | 0.43% | — | 2,377 | $236K |
| Farmers Trust Co. | 0.04% | New | 2,374 | $236K |
| One Wealth Management Investment & Advisory Services, LLC | 0.28% | New | 2,373 | $236K |
| Old Port Advisors | 0.05% | Reduce -5.0% | 2,373 | $236K |
| Carroll Advisory Group, LLC | 0.09% | Reduce -7.1% | 2,370 | $235K |
| Independence Bank of Kentucky | 0.03% | Reduce -2.1% | 2,370 | $235K |
| Taylor & Morgan Wealth Management, LLC | 0.13% | Reduce -0.9% | 2,360 | $234K |
| Cahill Financial Advisors Inc. | 0.03% | Reduce -4.1% | 2,346 | $233K |
| Hills Bank & Trust Co | 0.01% | No change | 2,346 | $233K |
| Harbour Capital Advisors, LLC | 0.04% | Add +12.7% | 2,325 | $232K |
| Rossmore Private Capital | 0.02% | Add +14.8% | 2,332 | $231K |
| Gradient Investments LLC | 0.00% | New | 2,331 | $231K |
| Cassilly Financial Group LLC | 0.20% | Reduce -0.1% | 2,311 | $229K |
| Allied Investment Advisors, LLC | 0.03% | No change | 2,309 | $229K |
| Magnus Financial Group LLC | 0.02% | Reduce -45.0% | 2,302 | $228K |
| Prudent Man Advisors, LLC | 0.07% | Reduce -73.5% | 2,298 | $228K |
| Leading Edge Financial Planning LLC | 0.05% | New | 2,293 | $228K |
| MN Wealth Advisors, LLC | 0.11% | Reduce -96.9% | 2,289 | $227K |
| SageGuard Financial Group, LLC | 0.04% | Reduce -11.6% | 2,283 | $227K |
| 10Elms LLP | 0.16% | New | 2,275 | $226K |
| Fortune Financial Advisors, LLC | 0.11% | New | 2,271 | $225K |
| Concorde Asset Management, LLC | 0.11% | Reduce -16.7% | 2,270 | $225K |
| Daner Wealth Management, LLC | 0.13% | Reduce -3.0% | 2,280 | $225K |
| Banque Pictet & Cie SA | 0.00% | No change | 2,261 | $224K |
| Aspen Capital Management, LLC | 0.06% | Add +1.4% | 2,260 | $224K |
| Certified Advisory Corp | 0.02% | Add +0.0% | 2,252 | $224K |
| Fragasso Financial Advisors Inc | 0.01% | Reduce -5.3% | 2,247 | $223K |
| Innovative Asset Advisors Group, LLC | 0.13% | — | 2,231 | $221K |
| American Financial Advisors, LLC | 0.03% | Reduce -2.8% | 2,217 | $220K |
| Debussy Capital Management LP | 0.03% | Reduce -2.3% | 2,215 | $220K |
| 3EDGE Asset Management, LP | 0.01% | No change | 2,213 | $220K |
| Howe & Rusling Inc. | 0.01% | Reduce -61.0% | 2,196 | $218K |
| Lyell Wealth Management, LP | 0.02% | No change | 2,195 | $218K |
| Keystone Financial Group | 0.01% | Add +0.2% | 2,194 | $218K |
| Northwest Wealth Advisors, LLC | 0.16% | Add +6.9% | 2,190 | $217K |
| Vestia Personal Wealth Advisors | 0.10% | New | 2,188 | $217K |
| Fortis Group Advisors, LLC | 0.04% | Reduce -0.5% | 2,190 | $217K |
| Essex LLC | 0.04% | Add +3.9% | 2,180 | $216K |
| Silverlake Wealth Management LLC | 0.05% | Reduce -28.5% | 2,178 | $216K |
| OneAscent Wealth Management LLC | 0.07% | No change | 2,174 | $216K |
| Ring Mountain Capital, LLC | 0.12% | Add +5.0% | 2,165 | $215K |
| Icon Wealth Advisors, LLC | 0.01% | Add +1.0% | 2,170 | $215K |
| Benchmark Financial, LLC | 0.19% | New | 2,161 | $214K |
| Spreng Capital Management, Inc. | 0.10% | Reduce -8.1% | 2,152 | $214K |
| ASL Financial, LLC | 0.17% | No change | 2,149 | $213K |
| Invst, LLC | 0.02% | Reduce -3.9% | 2,126 | $211K |
| AllGen Financial Advisors, Inc. | 0.05% | Reduce -2.0% | 2,125 | $211K |
| Essex Financial Services, Inc. | 0.01% | Add +0.1% | 2,120 | $210K |
| New Capital Management LP | 0.05% | No change | 2,117 | $210K |
| BAM Wealth Management, LLC | 0.16% | Reduce -34.6% | 2,113 | $210K |
| Argyle Capital Partners, LLC | 0.15% | Reduce -2.2% | 2,112 | $210K |
| Aegis Wealth Management, Inc. | 0.16% | New | 2,107 | $209K |
| Capital Investment Counsel, Inc | 0.03% | No change | 2,100 | $208K |
| Novem Group | 0.02% | Reduce -27.0% | 2,097 | $208K |
| Williams Financial, LLC | 0.12% | New | 2,097 | $208K |
| Drucker Wealth 3.0, LLC | 0.04% | Reduce -46.3% | 2,096 | $208K |
| Diversified Management Inc. | 0.04% | Add +0.7% | 2,095 | $208K |
| Wealthgarden F.S. LLC | 0.14% | No change | 2,089 | $207K |
| Garden State Investment Advisory Services LLC | 0.05% | Reduce -80.7% | 2,086 | $207K |
| Convergence Financial, LLC | 0.02% | Reduce -1.8% | 2,082 | $207K |
| Delta Financial Advisors LLC | 0.05% | New | 2,075 | $206K |
| Heritage Oak Wealth Advisors LLC | 0.07% | Reduce -2.3% | 2,071 | $206K |
| Affinity Capital Advisors, LLC | 0.03% | Add +0.6% | 2,068 | $205K |
| Towneley Capital Management, Inc / DE | 0.04% | No change | 2,066 | $205K |
| Moors & Cabot, Inc. | 0.01% | New | 2,062 | $205K |
| Wealth Architects, LLC | 0.02% | Reduce -16.0% | 2,060 | $205K |
| LaSalle St. Investment Advisors, LLC | 0.03% | Add +0.3% | 2,055 | $204K |
| MB Generational Wealth, LLC | 0.11% | Reduce -31.6% | 2,052 | $204K |
| Crescent Grove Advisors, LLC | 0.02% | Reduce -1.9% | 2,037 | $202K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.05% | No change | 2,028 | $201K |
| Trust Co. of Toledo NA | 0.02% | No change | 2,026 | $201K |
| Woodmont Investment Counsel LLC | 0.01% | No change | 2,026 | $201K |
| Keener Financial Planning LLC | 0.08% | Reduce -2.4% | 2,028 | $201K |
| Allegheny Financial Group | 0.03% | Reduce -2.7% | 2,016 | $200K |
| Pacifica Partners Inc. | 0.07% | Add +53.5% | 2,012 | $200K |
| Midwest Capital Advisors, LLC | 0.09% | Reduce -0.4% | 2,007 | $199K |
| Richards, Merrill & Peterson, Inc. | 0.07% | Add +8.2% | 1,993 | $198K |
| FWL Investment Management, LLC | 0.04% | Reduce -31.1% | 1,963 | $195K |
| Delta Asset Management LLC | 0.02% | Reduce -3.0% | 1,940 | $193K |
| Twin Peaks Wealth Advisors, LLC | 0.05% | New | 1,878 | $186K |
| Synergy Investment Management, LLC | 0.06% | New | 1,838 | $182K |
| MidFirst Bank | 0.01% | New | 1,805 | $179K |
| Salomon & Ludwin, LLC | 0.02% | Reduce -5.8% | 1,800 | $179K |
| Rice Partnership, LLC | 0.02% | No change | 1,769 | $176K |
| CrossGen Wealth, LLC | 0.15% | Reduce -38.4% | 1,745 | $173K |
| Matrix Private Capital Group LLC | 0.08% | Add +1.2% | 1,744 | $173K |
| Root Financial Partners, LLC | 0.01% | Add +4230.0% | 1,732 | $172K |
| Centerpoint Advisors, LLC | 0.06% | Add +10.8% | 1,701 | $169K |
| Cardiff Park Advisors, LLC | 0.01% | Add +0.6% | 1,698 | $169K |
| Petix & Botte Co | 0.07% | Reduce -53.5% | 1,687 | $168K |
| Richardson Capital Management LLC | 0.08% | No change | 1,681 | $167K |
| BankChampaign, National Association | 0.17% | Add +1499.0% | 1,679 | $167K |
| Bank of New Hampshire | 0.04% | No change | 1,655 | $164K |
| St Germain D J Co. Inc. | 0.01% | Add +4.0% | 1,636 | $162K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | Reduce -0.4% | 1,620 | $161K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,619 | $161K |
| HHM Wealth Advisors, LLC | 0.02% | Add +2.9% | 1,595 | $158K |
| CNB Bank | 0.07% | Reduce -4.4% | 1,574 | $156K |
| Crews Bank & Trust | 0.02% | Add +7.0% | 1,566 | $155K |
| Vanguard Advisers Inc. | 0.00% | — | 1,563 | $155K |
| Ameriflex Group, Inc. | 0.08% | Add +6.4% | 1,553 | $154K |
| Friedenthal Financial | 0.08% | Add +1.5% | 1,552 | $154K |
| SHP Wealth Management | 0.01% | Add +598.6% | 1,530 | $152K |
| Angeles Wealth Management, LLC | 0.01% | Reduce -43.5% | 1,514 | $150K |
| Flagship Wealth Advisors, LLC | 0.06% | No change | 1,496 | $148K |
| First Financial Corp. | 0.06% | No change | 1,436 | $143K |
| Fiduciary Advisors, Inc. | 0.11% | No change | 1,434 | $142K |
| Caldwell Sutter Capital, Inc. | 0.06% | No change | 1,429 | $142K |
| Bayban | 0.12% | No change | 1,426 | $142K |
| WFA of San Diego, LLC | 0.11% | Reduce -35.0% | 1,365 | $136K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | No change | 1,290 | $128K |
| Integrity Financial Corp | 0.06% | No change | 1,267 | $126K |
| Indiana Trust & Investment Management Co | 0.04% | No change | 1,259 | $125K |
| Wellington Grp LLC | 0.04% | Add +188.3% | 1,251 | $124K |
| Asset Dedication, LLC | 0.01% | Add +346.9% | 1,211 | $120K |
| Valley Wealth Managers, Inc. | 0.01% | Reduce -0.1% | 1,197 | $119K |
| Pinney & Scofield, Inc. | 0.06% | New | 1,192 | $118K |
| N.E.W. Advisory Services LLC | 0.01% | Add +0.7% | 1,192 | $118K |
| Joseph Group Capital Management | 0.03% | Add +2.1% | 1,126 | $112K |
| CoreFirst Bank & Trust | 0.06% | No change | 1,110 | $110K |
| Oxford Financial Group, LTD. LLC | 0.01% | Reduce -87.2% | 1,107 | $110K |
| Destiny Wealth Partners, LLC | 0.01% | New | 1,099 | $109K |
| Banque Cantonale Vaudoise | 0.00% | No change | 1,100 | $109K |
| City Holding Co. | 0.01% | Reduce -26.3% | 1,085 | $108K |
| Rialto Wealth Management, LLC | 0.02% | Reduce -70.9% | 1,071 | $106K |
| Tucker Asset Management LLC | 0.03% | Add +19.8% | 1,066 | $106K |
| Darwin Wealth Management, LLC | 0.03% | Add +0.2% | 1,057 | $105K |
| Nemes Rush Group LLC | 0.01% | No change | 1,044 | $104K |
| Smallwood Wealth Investment Management, LLC | 0.05% | Reduce -0.1% | 1,038 | $103K |
| Cranbrook Wealth Management, LLC | 0.02% | Reduce -2.7% | 1,035 | $103K |
| Breakwater Investment Management | 0.04% | No change | 1,033 | $103K |
| Pflug Koory, LLC | 0.05% | Add +1.5% | 1,027 | $102K |
| Biltmore Family Office, LLC | 0.01% | No change | 1,023 | $102K |
| Networth Advisors, LLC | 0.07% | Reduce -34.6% | 1,018 | $101K |
| Eastern Bank | 0.00% | Reduce -91.5% | 1,016 | $101K |
| Mechanics Financial Corp | 0.04% | No change | 1,000 | $99K |
| Archer Investment Corp | 0.02% | Add +18.9% | 999 | $99K |
| Beaird Harris Wealth Management, LLC | 0.01% | Reduce -38.0% | 988 | $98K |
| Hazlett, Burt & Watson, Inc. | 0.03% | Add +11.5% | 981 | $97K |
| Evolution Wealth Management Inc. | 0.07% | Add +13.9% | 977 | $97K |
| Operose Advisors LLC | 0.02% | Reduce -54.3% | 970 | $96K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 965 | $96K |
| Bangor Savings Bank | 0.01% | No change | 960 | $95K |
| Ares Financial Consulting, LLC | 0.07% | Add +11.8% | 945 | $94K |
| Medallion Wealth Advisors, LLC | 0.03% | Add +21.0% | 927 | $92K |
| Granite FO LLC | 0.05% | No change | 903 | $90K |
| Highline Wealth Partners LLC | 0.02% | No change | 897 | $89K |
| Winch Advisory Services, LLC | 0.02% | No change | 864 | $86K |
| Tradewinds Capital Management, LLC | 0.02% | No change | 805 | $80K |
| Parkside Financial Bank & Trust | 0.01% | Add +22.1% | 800 | $79K |
| Kozak & Associates, Inc. | 0.02% | No change | 788 | $78K |
| Strategic Wealth Advisors LLC | 0.06% | Add +8.6% | 771 | $76K |
| Toth Financial Advisory Corp. | 0.01% | Reduce -11.7% | 757 | $75K |
| Dorato Capital Management | 0.05% | No change | 748 | $74K |
| Atlantic Edge Private Wealth Management, LLC | 0.02% | Reduce -10.4% | 735 | $73K |
| Clear Investment Research, LLC | 0.11% | New | 735 | $73K |
| Comprehensive Financial Planning, Inc. | 0.05% | Reduce -37.5% | 719 | $71K |
| Forum Finance Group S.A. | 0.04% | — | 880 | $70K |
| Walsh & Associates, LLC | 0.07% | No change | 703 | $70K |
| Avalon Trust Co | 0.00% | New | 700 | $69K |
| Brown, Lisle/Cummings, Inc. | 0.02% | No change | 650 | $65K |
| Activest Wealth Management | 0.01% | Add +0.5% | 629 | $62K |
| Vision Retirement, LLC | 0.02% | New | 627 | $62K |
| Your Advocates Ltd., LLP | 0.02% | Reduce -17.6% | 618 | $61K |
| Vanguard National Trust Co | 0.00% | — | 618 | $61K |
| Basepoint Wealth LLC | 0.03% | Add +0.7% | 613 | $61K |
| Caitlin John, LLC | 0.04% | Add +15.2% | 613 | $61K |
| IMA Advisory Services, Inc. | 0.01% | No change | 604 | $60K |
| Evolution Advisers, Inc. | 0.02% | New | 600 | $59K |
| Global Trust Asset Management, LLC | 0.02% | Add +101.1% | 547 | $54K |
| Navigoe, LLC | 0.03% | No change | 542 | $53K |
| Manning & Napier Advisors LLC | 0.00% | New | 473 | $47K |
| American Capital Advisory, LLC | 0.02% | Reduce -44.0% | 454 | $45K |
| Frazier Financial Advisors, LLC | 0.02% | New | 451 | $45K |
| Knuff & Co LLC | 0.01% | Reduce -40.8% | 450 | $45K |
| ESL Trust Services, LLC | 0.01% | Reduce -4.5% | 420 | $42K |
| Signature Equity Partners, LLC | 0.02% | Add +182.9% | 413 | $41K |
| Covestor Ltd | 0.03% | Add +1.3% | 402 | $40K |
| First Command Advisory Services, Inc. | 0.00% | Add +43.9% | 400 | $40K |
| Collier Financial | 0.03% | Add +0.8% | 384 | $38K |
| Chesapeake Asset Management LLC | 0.03% | Reduce -9.2% | 367 | $36K |
| Key Capital Management, INC | 0.02% | Add +64.6% | 367 | $36K |
| Marshall Investment Management, LLC | 0.02% | New | 357 | $35K |
| Steph & Co. | 0.01% | Reduce -34.1% | 340 | $34K |
| Roble, Belko & Company, Inc | 0.00% | No change | 334 | $33K |
| Copia Wealth Management | 0.02% | No change | 331 | $33K |
| Elevate Wealth Advisory, Inc. | 0.02% | Add +4.8% | 326 | $32K |
| GAMMA Investing LLC | 0.00% | Reduce -9.9% | 326 | $32K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 325 | $32K |
| AlphaCore Capital LLC | 0.00% | Add +45.1% | 325 | $32K |
| Consultiva Wealth Management, Corp. | 0.09% | No change | 317 | $31K |
| Bear Mountain Capital, Inc. | 0.01% | Add +1.0% | 314 | $31K |
| JCIC Asset Management Inc. | 0.01% | No change | 315 | $31K |
| Manchester Capital Management LLC | 0.00% | No change | 310 | $31K |
| Main Street Group, LTD | 0.01% | New | 304 | $30K |
| Bradley & Co. Private Wealth Management, LLC | 0.02% | No change | 302 | $30K |
| Punch & Associates Investment Management, Inc. | 0.00% | No change | 300 | $30K |
| Wiser Advisor Group LLC | 0.04% | Add +0.7% | 293 | $29K |
| North Ridge Wealth Advisors, Inc. | 0.02% | Reduce -21.2% | 286 | $28K |
| Virginia Estate & Retirement Planning Advisors Inc. | 0.05% | — | 42 | $27K |
| McGuire Capital Advisors Inc. | 0.02% | Add +48.4% | 276 | $27K |
| HFM Investment Advisors, LLC | 0.01% | Add +15.1% | 274 | $27K |
| Meramec Financial Planners, LLC | 0.01% | Add +2.3% | 272 | $27K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | Reduce -83.1% | 253 | $25K |
| Valley National Advisers Inc. | 0.00% | No change | 259 | $25K |
| SRH Advisors, LLC | 0.01% | No change | 250 | $25K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +0.4% | 239 | $24K |
| Hurley Capital, LLC | 0.01% | Add +61.5% | 239 | $24K |
| Blueline Advisors LLC | 0.02% | Reduce -5.6% | 237 | $24K |
| Evermay Wealth Management LLC | 0.00% | New | 228 | $23K |
| Nvest Wealth Strategies, Inc. | 0.02% | New | 226 | $22K |
| SJS Investment Consulting Inc. | 0.00% | Add +2.3% | 226 | $22K |
| Bullock Wealth Management Group | 0.01% | Reduce -63.8% | 226 | $22K |
| Hilltop National Bank | 0.01% | No change | 220 | $22K |
| Citizens National Bank Trust Department | 0.00% | No change | 220 | $22K |
| Burkett Financial Services, LLC | 0.01% | New | 212 | $21K |
| Longview Financial Advisors, Inc. | 0.01% | New | 205 | $20K |
| Tompkins Financial Corp. | 0.00% | No change | 204 | $20K |
| Hilton Head Capital Partners, LLC | 0.01% | Add +24.5% | 203 | $20K |
| Investors Research Corp | 0.00% | No change | 203 | $20K |
| Tanglewood Legacy Advisors, LLC | 0.01% | Add +0.5% | 202 | $20K |
| Founders Capital Management | 0.01% | No change | 200 | $20K |
| Southern Michigan Bank & Trust | 0.01% | — | 200 | $20K |
| one8zero8, LLC | 0.00% | Reduce -51.2% | 200 | $20K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 200 | $20K |
| Kentucky Trust Co | 0.01% | No change | 194 | $19K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Reduce -43.8% | 186 | $18K |
| Aventura Private Wealth, LLC | 0.01% | No change | 186 | $18K |
| Financial Perspectives, Inc | 0.01% | Reduce -5.3% | 180 | $18K |
| LRI Investments, LLC | 0.00% | No change | 176 | $17K |
| Essential Investment Partners LLC | 0.02% | New | 174 | $17K |
| Sachetta, LLC | 0.01% | New | 165 | $16K |
| Pacific Center for Financial Services | 0.00% | New | 164 | $16K |
| MJT & Associates Financial Advisory Group, Inc. | 0.01% | Reduce -2.4% | 162 | $16K |
| Legacy Bridge, LLC | 0.01% | Add +532.0% | 158 | $16K |
| Barrett & Company, Inc. | 0.01% | No change | 153 | $15K |
| Wells Financial Advisors INC | 0.06% | Reduce -89.8% | 142 | $14K |
| Sterling Capital Management LLC | 0.00% | No change | 141 | $14K |
| MTM Investment Management, LLC | 0.00% | New | 140 | $14K |
| MBM Wealth Consultants, LLC | 0.00% | New | 139 | $14K |
| Nova Wealth Management, Inc. | 0.01% | New | 126 | $13K |
| Sittner & Nelson, LLC | 0.00% | No change | 117 | $12K |
| Ironwood Wealth Management, LLC. | 0.00% | Reduce -7.1% | 117 | $12K |
| Quent Capital, LLC | 0.00% | No change | 114 | $11K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 109 | $11K |
| Arvest Investments, Inc. | 0.00% | Reduce -98.4% | 104 | $10K |
| Hyposwiss Advisors SA | 0.01% | No change | 100 | $10K |
| State of Wyoming | 0.00% | No change | 100 | $10K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -71.2% | 90 | $9K |
| True Wealth Design, LLC | 0.00% | Reduce -85.4% | 89 | $9K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 89 | $9K |
| Birchwood Financial Partners, Inc. | 0.01% | Add +1.1% | 89 | $9K |
| Pillar Financial Advisors, LLC | 0.01% | Reduce -26.3% | 87 | $9K |
| Paladin Advisory Group, LLC | 0.01% | Reduce -59.0% | 84 | $8K |
| 2UniFi Bank | 0.00% | No change | 84 | $8K |
| Lodestone Wealth Management LLC | 0.00% | No change | 83 | $8K |
| Quaker Wealth Management, LLC | 0.00% | No change | 80 | $8K |
| Atlas Capital Advisors Inc. | 0.00% | New | 79 | $8K |
| YANKCOM Partnership | 0.00% | No change | 78 | $8K |
| Townsend Asset Management Corp. /NC/ | 0.00% | Add +34.6% | 70 | $7K |
| Versant Capital Management, Inc | 0.00% | No change | 59 | $6K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 58 | $6K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -99.5% | 55 | $5K |
| Barclays PLC | 0.00% | Reduce -99.9% | 42 | $4K |
| LM Advisors LLC | 0.02% | Reduce -2.8% | 413 | $4K |
| Coston, McIsaac & Partners | 0.00% | No change | 45 | $4K |
| Rakuten Securities, Inc. | 0.00% | Reduce -64.3% | 40 | $4K |
| EPG Wealth Management LLC | 0.00% | No change | 40 | $4K |
| Pittenger & Anderson Inc. | 0.00% | New | 38 | $4K |
| Sankala Group LLC | 0.00% | No change | 36 | $4K |
| Boyd Watterson Asset Management LLC | 0.00% | Reduce -99.5% | 30 | $3K |
| First Pacific Financial | 0.00% | No change | 28 | $3K |
| Front Row Advisors LLC | 0.00% | No change | 27 | $3K |
| Gould Capital, LLC | 0.00% | No change | 25 | $2K |
| Dynamic Wealth Strategies, LLC | 0.00% | No change | 25 | $2K |
| Adkins Seale Capital Management LLC | 0.00% | No change | 22 | $2K |
| Clark Wealth Partners | 0.00% | New | 19 | $2K |
| WPG Advisers, LLC | 0.00% | No change | 19 | $2K |
| Mountain Hill Investment Partners Corp. | 0.00% | No change | 19 | $2K |
| 1 North Wealth Services LLC | 0.00% | No change | 18 | $2K |
| Glassman Wealth Services | 0.00% | Reduce -96.2% | 16 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 14 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 12 | $1K |
| Sunrise Financial Services, LLC | 0.00% | No change | 12 | $1K |
| GE Investment Management Corp. | 0.00% | No change | 10 | $993 |
| Atwood & Palmer Inc. | 0.00% | New | 10 | $993 |
| Noble Wealth Management PBC | 0.00% | No change | 8 | $794 |
| Financial Gravity Asset Management, Inc. | 0.00% | New | 7 | $695 |
| Strategic Advocates LLC | 0.00% | Reduce -14.3% | 6 | $596 |
| Mosley Wealth Management | 0.00% | New | 5 | $498 |
| Global Wealth Strategies & Associates | 0.00% | No change | 4 | $414 |
| Longview Financial Advisors LLC | 0.00% | No change | 3 | $298 |
| Abound Financial, LLC | 0.00% | No change | 2 | $199 |
| Kilter Group LLC | 0.00% | No change | 2 | $199 |
| 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.