iShares Core U.S. AggregateAGGETF
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 2,097 institutions reported holding iShares Core U.S. Aggregate (AGG) in their 13F filings, up 6 from Q1 2026. 115 opened new positions and 102 sold out. The largest holders were Jones Financial Companies LLLP ($10.9B), Raymond James Financial Inc. ($9.2B) and Bank of America Corp. ($6.6B). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares Core U.S. Aggregate
- CUSIP
- 464287226
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 115 | $611.7M |
| Exits | 102 | $489.8M |
All 13F filers, Q1 2026 → Q2 2026: 78,119,988 shares bought and 67,331,887 shares sold, net +10,788,101 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,097 holders
| Jones Financial Companies LLLP | 4.38% | Reduce -16.7% | 110,159,073 | $10.9B |
| Raymond James Financial Inc. | 2.49% | Add +4.6% | 92,816,907 | $9.2B |
| Bank of America Corp. | 0.43% | Reduce -4.4% | 66,617,105 | $6.6B |
| Wells Fargo & Company | 1.12% | Add +2.1% | 65,014,488 | $6.4B |
| BlackRock, Inc. | 0.09% | Add +16.0% | 61,984,138 | $6.1B |
| Mercer Global Advisors Inc. | 5.50% | Add +14.3% | 44,994,014 | $4.5B |
| Envestnet Asset Management Inc. | 1.00% | Reduce -3.4% | 43,049,494 | $4.3B |
| US Bancorp \de | 4.27% | Reduce -7.2% | 39,478,188 | $3.9B |
| Morgan Stanley | 0.19% | Add +9.8% | 35,692,523 | $3.5B |
| Northern Trust Corp. | 0.27% | Add +11.5% | 23,143,686 | $2.3B |
| JPMorgan Chase & Co. | 0.09% | Add +21.0% | 16,323,687 | $1.6B |
| Wealth Enhancement Advisory Services, LLC | 2.72% | Add +11.2% | 16,602,475 | $1.6B |
| Betterment LLC | 2.62% | Reduce -34.6% | 15,621,139 | $1.5B |
| Cetera Investment Advisers | 1.40% | Add +1.5% | 15,483,118 | $1.5B |
| LPL Financial LLC | 0.34% | Add +10.2% | 15,294,726 | $1.5B |
| Ameriprise Financial Inc. | 0.30% | Add +1.9% | 14,914,270 | $1.5B |
| Mariner, LLC | 1.53% | Add +8.1% | 14,864,310 | $1.5B |
| Acorns Advisers, LLC | 9.44% | Add +8.6% | 14,625,279 | $1.4B |
| Creative Planning | 0.79% | Reduce -2.8% | 13,634,358 | $1.3B |
| Northwestern Mutual Wealth Management Co. | 0.68% | Reduce -0.7% | 12,874,193 | $1.3B |
| Goldman Sachs Group Inc. | 0.13% | Reduce -10.9% | 12,571,702 | $1.2B |
| WealthNavi Inc. | 9.11% | Add +2.1% | 11,751,184 | $1.2B |
| Arizona PSPRS Trust | 42.51% | Add +1.1% | 11,528,817 | $1.1B |
| UBS Group AG | 0.18% | Add +3.5% | 11,364,305 | $1.1B |
| PNC Financial Services Group, Inc. | 0.54% | Add +6.2% | 10,972,401 | $1.1B |
| United Services Automobile Association | 82.00% | Add +52.7% | 10,271,333 | $1.0B |
| Cerity Partners LLC | 1.19% | Add +11.4% | 9,922,031 | $982.1M |
| FMR LLC | 0.04% | Add +4.6% | 9,503,943 | $940.7M |
| Rwa Wealth Partners, LLC | 8.74% | Add +6.6% | 9,219,241 | $912.5M |
| Johns Hopkins University | 53.11% | No change | 8,024,716 | $794.3M |
| Truist Financial Corp. | 0.87% | Reduce -2.1% | 7,349,938 | $727.5M |
| Stifel Financial Corp. | 0.60% | Add +0.3% | 7,338,388 | $726.4M |
| Tiaa-Cref Individual & Institutional Services, LLC | 2.45% | Add +14.3% | 7,185,394 | $711.2M |
| Royal Bank of Canada | 0.11% | Add +1.1% | 6,818,247 | $674.9M |
| Bank of New York Mellon Corp | 0.11% | Add +2.4% | 6,806,888 | $673.7M |
| Captrust Financial Advisors | 1.02% | Add +7.4% | 6,703,403 | $663.5M |
| Charles Schwab Investment Management Inc. | 0.08% | Reduce -2.1% | 6,429,196 | $636.4M |
| Mackenzie Financial Corp. | 0.57% | Add +0.1% | 5,736,700 | $567.8M |
| Members Trust Co | 17.43% | Reduce -1.2% | 5,656,531 | $559.9M |
| Constellation Investments, Inc. | 17.48% | Reduce -5.0% | 5,624,548 | $556.7M |
| D.A. Davidson & Co. | 2.90% | Add +2.5% | 5,295,358 | $524.1M |
| Simplify Asset Management Inc. | 7.04% | Add +23.0% | 5,041,755 | $499.0M |
| SigFig Wealth Management, LLC | 11.22% | Add +3.6% | 4,261,394 | $423.5M |
| &partners | 1.73% | Add +8.6% | 4,253,416 | $420.9M |
| Citigroup Inc. | 0.19% | Add +13.9% | 4,213,649 | $417.1M |
| Mastercard Foundation Asset Management Corp. | 1.27% | No change | 4,125,631 | $408.4M |
| EP Wealth Advisors, LLC | 1.49% | Add +23.8% | 3,949,910 | $391.0M |
| Vantagepoint Investment Advisers LLC | 2.87% | Reduce -0.7% | 3,876,497 | $383.7M |
| Prime Capital Investment Advisors, LLC | 3.65% | Add +3.2% | 3,796,233 | $375.8M |
| Russell Investments Group, Ltd. | 0.33% | Add +38.1% | 3,769,235 | $373.1M |
| SageView Advisory Group, LLC | 11.46% | Reduce -4.8% | 3,533,005 | $349.7M |
| South Dakota Investment Council | 5.86% | Add +5.5% | 3,453,435 | $341.8M |
| Jupiter Topco LLC | 0.13% | — | 3,291,989 | $325.8M |
| Fifth Third Bancorp | 0.52% | Add +1.8% | 3,239,550 | $320.7M |
| Mason Street Advisors, LLC | 27.21% | Add +0.1% | 3,050,830 | $302.0M |
| Alliancebernstein L.P. | 0.10% | Add +3.5% | 2,961,712 | $294.0M |
| Factory Mutual Insurance Co. | 2.74% | Add +61.3% | 2,940,924 | $291.1M |
| Dynasty Wealth Management, LLC | 2.13% | Add +5.8% | 2,900,060 | $287.0M |
| Stairway Partners, LLC | 13.10% | Add +15.4% | 2,809,276 | $278.1M |
| Exchange Traded Concepts, LLC | 1.37% | Add +15.5% | 2,801,364 | $277.3M |
| Balentine LLC | 9.63% | Reduce -7.6% | 2,738,511 | $271.1M |
| Susquehanna International Group, LLP | 0.24% | Add +104.9% | 2,719,367 | $269.2M |
| O'shaughnessy Asset Management, LLC | 1.20% | Add +2.8% | 2,603,807 | $257.7M |
| Steward Partners Investment Advisory, LLC | 1.28% | Reduce -32.7% | 2,524,310 | $249.9M |
| Blue Trust, Inc. | 2.51% | Reduce -1.3% | 2,419,179 | $239.5M |
| Hantz Financial Services, Inc. | 3.20% | Add +20.2% | 2,387,883 | $236.4M |
| Disciplina Capital Management LLC | 24.39% | Add +6.6% | 2,385,633 | $236.1M |
| Osaic Holdings, Inc. | 0.28% | Add +9.4% | 2,372,924 | $234.9M |
| Envestnet Portfolio Solutions, Inc. | 1.03% | Reduce -28.6% | 2,184,657 | $216.2M |
| TIAA Wealth Investment Management LLC | 1.29% | Add +5.5% | 1,944,790 | $193.3M |
| Quotient Wealth Partners, LLC | 4.54% | Add +3.4% | 1,944,130 | $192.4M |
| Axxcess Wealth Management, LLC | 2.92% | Add +3.4% | 1,850,416 | $183.2M |
| National Philanthropic Trust | 2.61% | Add +0.8% | 1,821,278 | $180.3M |
| Commonwealth Equity Services, LLC | 0.22% | Add +1.0% | 1,800,481 | $178.2M |
| Destination Wealth Management | 4.11% | Add +5.4% | 1,776,193 | $175.8M |
| HighTower Advisors, LLC | 0.17% | Reduce -12.9% | 1,754,022 | $173.6M |
| Kingsview Wealth Management, LLC | 2.10% | Add +5.1% | 1,753,696 | $173.6M |
| Ferguson Wellman Capital Management, Inc. | 2.10% | Add +2.4% | 1,741,645 | $172.4M |
| Wesbanco Bank Inc. | 4.13% | Add +9.3% | 1,674,935 | $165.8M |
| Capital Asset Advisory Services LLC | 5.95% | Add +2.6% | 1,659,794 | $164.3M |
| Rebalance, LLC | 8.45% | Add +11.6% | 1,629,077 | $161.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.16% | No change | 1,586,900 | $157.1M |
| MML Investors Services, LLC | 0.32% | Add +15.1% | 1,563,598 | $154.8M |
| Forvis Mazars Wealth Advisors, LLC | 2.56% | Add +1.7% | 1,551,511 | $153.6M |
| Cambridge Investment Research Advisors, Inc. | 0.34% | Add +5.5% | 1,549,543 | $153.4M |
| Beacon Pointe Advisors, LLC | 0.70% | Add +1.2% | 1,529,585 | $151.4M |
| F/m Investments LLC | 7.48% | Add +5373.9% | 1,487,215 | $147.2M |
| Assetmark, Inc. | 0.25% | Add +149.8% | 1,475,528 | $146.0M |
| Pathstone Holdings, LLC | 0.41% | Add +3162.5% | 1,436,769 | $142.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.31% | Add +0.4% | 1,419,485 | $140.5M |
| Bank of Montreal | 0.05% | Reduce -13.4% | 1,409,782 | $139.5M |
| Gerber Kawasaki Wealth & Investment Management | 3.69% | Add +12.0% | 1,395,122 | $138.1M |
| Trajan Wealth LLC | 5.04% | Add +2.9% | 1,349,489 | $133.6M |
| First Citizens Bank & Trust Co. | 1.99% | Reduce -28.4% | 1,341,923 | $132.8M |
| Fisher Asset Management | 0.04% | Add +5.1% | 1,340,551 | $132.7M |
| Focus Partners Wealth | 0.14% | Add +0.1% | 1,338,510 | $132.5M |
| Sumitomo Mitsui Financial Group, Inc. | 2.52% | Reduce -1.3% | 1,336,039 | $132.2M |
| Cambridge Associates LLC /Ma/ | 1.87% | Add +34.0% | 1,308,098 | $129.5M |
| Ritholtz Wealth Management | 1.90% | Add +3.2% | 1,283,233 | $127.0M |
| V-Square Quantitative Management LLC | 11.94% | No change | 1,269,238 | $125.6M |
| Victory Capital Management Inc. | 0.07% | Reduce -9.1% | 1,229,747 | $121.7M |
| Crestwood Advisors Group, LLC | 1.77% | Add +6.0% | 1,207,232 | $119.5M |
| HSBC Holdings PLC | 0.06% | Add +4.5% | 1,204,256 | $119.2M |
| Prudential Financial Inc. | 0.13% | Reduce -54.0% | 1,198,655 | $118.6M |
| Nuveen, LLC | 0.03% | New | 1,189,671 | $117.8M |
| Allspring Global Investments Holdings, LLC | 0.18% | Add +2.4% | 1,175,981 | $116.0M |
| SCS Capital Management LLC | 1.07% | Add +507.7% | 1,143,665 | $113.2M |
| MAI Capital Management | 0.42% | Add +120.5% | 1,113,048 | $110.2M |
| Keybank National Association | 0.36% | Add +1.9% | 1,106,481 | $109.5M |
| Graves Light Lenhart Wealth, Inc. | 10.18% | Add +5.8% | 1,102,068 | $109.1M |
| Zhang Financial LLC | 3.16% | Add +21.8% | 1,094,000 | $108.3M |
| Orion Porfolio Solutions, LLC | 0.82% | Add +4.3% | 1,088,029 | $107.7M |
| Center for Financial Planning, Inc. | 10.03% | Add +2.9% | 1,083,836 | $107.3M |
| Freestone Capital Holdings, LLC | 2.77% | Add +13.4% | 1,075,916 | $106.5M |
| GenTrust, LLC | 3.99% | Add +0.4% | 1,049,714 | $103.9M |
| Meridian Wealth Partners, LLC | 11.92% | Add +5.4% | 994,500 | $98.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.06% | No change | 992,594 | $98.2M |
| Steele Capital Management, Inc. | 3.61% | Add +4.2% | 991,812 | $98.2M |
| Affiance Financial, LLC | 14.11% | Add +1.9% | 990,470 | $98.0M |
| Greenspring Advisors, LLC | 5.41% | Add +5.1% | 986,628 | $97.7M |
| Sagespring Wealth Partners, LLC | 1.49% | Add +5.7% | 982,632 | $97.3M |
| Brookstone Capital Management | 0.97% | Add +4.1% | 979,730 | $97.0M |
| Trustmark Bank Trust Department | 5.75% | Reduce -0.5% | 976,001 | $96.6M |
| Baker Avenue Asset Management, LP | 1.83% | Add +4.8% | 971,622 | $96.2M |
| Corient Private Wealth LP | 0.13% | Reduce -33.1% | 948,493 | $93.9M |
| NEOS Investment Management LLC | 0.33% | Add +10.9% | 911,236 | $89.9M |
| NewEdge Advisors, LLC | 0.27% | Add +5.5% | 901,815 | $89.3M |
| State of Michigan Retirement System | 0.39% | New | 900,000 | $89.1M |
| Koss-Olinger Consulting, LLC | 6.86% | Add +8.5% | 899,732 | $89.1M |
| Cordoba Advisory Partners LLC | 18.80% | New | 896,121 | $88.7M |
| 1832 Asset Management L.P. | 0.11% | Reduce -4.8% | 895,487 | $88.6M |
| Principal Securities, Inc. | 1.06% | Reduce -34.2% | 893,305 | $88.4M |
| PDS Planning, Inc | 5.04% | Add +4.3% | 880,458 | $87.1M |
| Metropolitan Life Insurance Co | 24.20% | Add +3.1% | 873,733 | $86.5M |
| Oarsman Capital, Inc. | 9.13% | Reduce -4.8% | 871,502 | $86.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.16% | Add +3.5% | 864,576 | $85.6M |
| Ellenbecker Investment Group | 9.90% | Add +4.5% | 858,837 | $85.0M |
| Howard Capital Management, LLC | 1.00% | Reduce -50.9% | 850,759 | $84.2M |
| FORM Wealth Advisors, LLC | 9.09% | Add +64.8% | 834,770 | $82.6M |
| Johnson Investment Counsel Inc. | 0.60% | Add +3.7% | 829,533 | $82.1M |
| New York Life Investment Management LLC | 0.57% | Add +15.6% | 823,286 | $81.5M |
| United Capital Financial Advisors, LLC | 0.44% | Add +3.1% | 810,957 | $80.3M |
| Coldstream Capital Management Inc. | 0.98% | Reduce -40.3% | 785,945 | $77.8M |
| BNP Paribas Financial Markets | 0.04% | Add +12.9% | 784,037 | $77.6M |
| Zacks Investment Management | 0.55% | Add +3.7% | 780,181 | $77.2M |
| Integrity Alliance, Llc. | 2.41% | Add +115.5% | 775,041 | $76.7M |
| Franklin Resources Inc. | 0.02% | Add +7.4% | 769,345 | $76.1M |
| Voya Investment Management LLC | 0.08% | Add +9.7% | 762,085 | $75.4M |
| JFS Wealth Advisors, LLC | 3.66% | Add +5.9% | 741,875 | $73.4M |
| Bar Harbor Wealth Management | 3.92% | Add +3.4% | 737,198 | $73.0M |
| Rational Advisors, Inc. | 7.02% | Add +2.3% | 735,041 | $72.8M |
| Sand Hill Global Advisors, LLC | 2.15% | Add +9.4% | 722,961 | $71.6M |
| Savvy Advisors, Inc. | 1.52% | Add +6.5% | 719,535 | $71.2M |
| Concurrent Investment Advisors, LLC | 0.60% | Add +73.0% | 713,093 | $70.6M |
| Robertson Stephens Wealth Management, LLC | 1.74% | Add +7.5% | 712,093 | $70.5M |
| Bell Bank | 2.67% | Add +7.6% | 706,220 | $69.9M |
| Charles Schwab Trust Co | 3.86% | Reduce -0.9% | 699,226 | $69.2M |
| Nomura Asset Management International Inc. | 0.10% | Add +1.1% | 693,601 | $68.7M |
| Park Avenue Securities LLC | 0.43% | Add +4.6% | 691,853 | $68.5M |
| Prentice Wealth Management LLC | 13.94% | Add +4.7% | 682,200 | $67.5M |
| Lowe Brockenbrough & Co. Inc. | 2.99% | Add +40.3% | 678,593 | $67.2M |
| Trust Co | 6.03% | Add +1.5% | 675,092 | $66.8M |
| Octavia Wealth Advisors, LLC | 5.73% | Add +9.3% | 670,616 | $66.4M |
| Mather Group, Llc. | 0.58% | Add +7.5% | 667,038 | $66.0M |
| Thrivent Financial for Lutherans | 0.11% | Reduce -16.9% | 654,207 | $64.8M |
| McKinley Carter Wealth Services, Inc. | 3.33% | Add +5.2% | 652,197 | $64.6M |
| Permanent Capital Management, LP | 8.64% | Add +0.6% | 651,553 | $64.5M |
| Pinnacle Financial Partners, Inc. | 0.44% | Add +9.1% | 646,646 | $64.0M |
| Focus Financial Network, Inc. | 1.97% | Add +5.5% | 641,837 | $63.5M |
| Planning Project LLC | 12.34% | — | 634,808 | $61.8M |
| a16z Perennial Management, L.P. | 4.93% | Add +91.5% | 615,315 | $61.0M |
| Gotham Asset Management | 0.14% | Add +1.4% | 616,188 | $61.0M |
| Kestra Private Wealth Services, LLC | 0.67% | Reduce -2.3% | 614,723 | $60.8M |
| Vestmark Advisory Solutions, Inc. | 0.57% | Add +14.6% | 611,878 | $60.6M |
| Cresset Asset Management, LLC | 0.22% | Add +55.4% | 609,084 | $60.3M |
| Zions Bancorporation, National Association | 3.58% | Reduce -13.3% | 604,948 | $59.9M |
| Rock Creek Group LLC | 5.91% | Add +0.7% | 593,169 | $58.7M |
| Verger Capital Management LLC | 17.18% | Reduce -15.2% | 592,645 | $58.7M |
| Janney Montgomery Scott LLC | 0.11% | Reduce -28.7% | 589,790 | $58.4M |
| Cullen/Frost Bankers, Inc. | 0.57% | Add +5.4% | 588,927 | $58.3M |
| Adaptive Financial Consulting, LLC | 20.20% | Add +1.5% | 582,685 | $57.7M |
| Chaney Capital Management, Inc. | 17.87% | Reduce -0.3% | 574,238 | $56.8M |
| Acorn Financial Advisory Services Inc. | 7.45% | Add +5.8% | 567,447 | $56.2M |
| Baird Financial Group, Inc. | 0.08% | Add +45.0% | 562,955 | $55.7M |
| GoalFusion Wealth Management, LLC | 22.39% | Add +7.0% | 560,186 | $55.4M |
| Allworth Financial LP | 0.24% | Add +0.3% | 559,519 | $55.4M |
| Bricktown Capital, LLC | 9.96% | Add +2.7% | 556,727 | $55.1M |
| Smartleaf Asset Management LLC | 1.78% | No change | 551,062 | $54.8M |
| M&T Bank Corp | 0.16% | Add +13.3% | 549,771 | $54.4M |
| Summit Trail Advisors, LLC | 0.68% | Add +2.9% | 549,204 | $54.4M |
| Equitable Holdings, Inc. | 0.32% | Add +2.3% | 545,101 | $54.0M |
| Lido Advisors, LLC | 0.19% | Reduce -12.3% | 544,631 | $53.9M |
| Rockefeller Capital Management L.P. | 0.08% | Add +15.7% | 542,186 | $53.7M |
| Mascoma Wealth Management LLC | 9.90% | Add +6.4% | 539,593 | $53.4M |
| Keel Point, LLC | 3.13% | Add +2.1% | 535,197 | $53.0M |
| Bokf, NA | 0.73% | Reduce -6.1% | 534,439 | $52.9M |
| Scotia Capital Inc. | 0.20% | Add +8.7% | 530,875 | $52.5M |
| Kestra Advisory Services, LLC | 0.17% | Reduce -13.0% | 529,913 | $52.5M |
| Composition Wealth, LLC | 0.62% | Add +9.9% | 529,898 | $52.4M |
| Flagship Harbor Advisors, LLC | 1.99% | Add +39.9% | 525,911 | $52.1M |
| Lockheed Martin Investment Management Co. | 2.05% | Reduce -60.4% | 523,000 | $51.8M |
| Gridiron Partners, LLC | 27.13% | Add +12.0% | 523,975 | $51.7M |
| Twele Capital Management, Inc. | 8.33% | Add +8.5% | 515,560 | $51.0M |
| TD Private Client Wealth LLC | 0.93% | Add +3.8% | 513,842 | $50.9M |
| Abound Wealth Management | 10.02% | Add +6.1% | 510,029 | $50.5M |
| Single Point Partners, LLC | 8.82% | Add +2.4% | 1,598,788 | $50.1M |
| Fort Point Capital Partners LLC | 5.31% | Add +5.0% | 502,262 | $49.7M |
| Common Fund for Nonprofit Organizations | 4.56% | Reduce -6.1% | 501,042 | $49.6M |
| Arax Advisory Partners | 0.32% | Add +287.2% | 493,378 | $48.8M |
| Global Retirement Partners, LLC | 0.75% | — | 492,742 | $48.8M |
| Liquid Strategies, LLC | 6.56% | Reduce -2.7% | 485,509 | $48.1M |
| WHI TRUST Co LLC | 30.96% | Add +19.5% | 483,896 | $47.9M |
| Legacy Wealth Partners, LLC | 10.65% | Reduce -0.5% | 478,994 | $47.4M |
| Fund Evaluation Group, LLC | 1.28% | Add +45.5% | 477,654 | $47.3M |
| Fiduciary Group, LLC | 3.69% | Add +6.2% | 475,570 | $47.1M |
| Black Diamond Financial, LLC | 4.14% | Add +5.6% | 474,608 | $47.0M |
| James J. Burns & Company, LLC | 5.02% | Add +5.1% | 468,298 | $46.4M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.29% | Add +31.4% | 466,853 | $46.2M |
| Cornerstone Management, Inc. | 6.62% | Add +4.3% | 464,929 | $46.0M |
| Earned Wealth Advisors, LLC | 2.94% | Add +21.2% | 459,940 | $45.5M |
| Legacy Financial Strategies, LLC | 7.03% | Reduce -1.6% | 458,378 | $45.4M |
| Baron Silver Stevens Financial Advisors, LLC | 5.74% | Add +7.4% | 456,728 | $45.2M |
| Smithfield Trust Co | 1.80% | Add +8.9% | 455,713 | $45.1M |
| Amarillo National Bank | 7.12% | Reduce -0.2% | 448,532 | $44.4M |
| MTC Wealth Management LLC | 19.86% | Reduce -0.4% | 447,318 | $44.3M |
| Evolve Private Wealth, LLC | 2.69% | Add +2.6% | 444,989 | $44.0M |
| DB Fitzpatrick & Co, Inc | 35.59% | Add +3.4% | 444,901 | $44.0M |
| Ascent Group, LLC | 1.31% | Add +1.4% | 444,260 | $44.0M |
| eCIO, Inc. | 12.34% | Add +10.9% | 443,674 | $43.9M |
| Towercrest Capital Management | 6.12% | Add +8.6% | 443,414 | $43.9M |
| Wealthcare Advisory Partners LLC | 0.83% | Add +9.0% | 442,103 | $43.8M |
| CIBC Bancorp USA Inc. | 0.05% | Add +6.3% | 435,291 | $43.1M |
| Syon Capital LLC | 1.88% | Add +10.2% | 434,648 | $43.0M |
| Wealthspire Retirement, LLC | 2.35% | Add +2.8% | 435,405 | $42.9M |
| Buck Wealth Strategies, LLC | 4.37% | Add +3.7% | 421,730 | $41.7M |
| Savant Capital, LLC | 0.12% | Add +227.8% | 421,576 | $41.6M |
| Arbor Investment Advisors, LLC | 4.67% | Add +2.3% | 416,709 | $41.2M |
| Northwestern Mutual Investment Management Company, LLC | 0.48% | Reduce -6.1% | 411,464 | $40.7M |
| Commonwealth Financial Services, LLC | 5.42% | New | 407,606 | $40.3M |
| Private Advisor Group, LLC | 0.18% | Reduce -17.7% | 398,188 | $39.4M |
| Visionary Wealth Advisors | 1.54% | Add +6.5% | 393,563 | $39.0M |
| Daybright Advisory Services, Inc. | 9.20% | Add +12.2% | 395,660 | $38.5M |
| Beacon Investment Advisory Services, Inc. | 1.43% | Add +5.1% | 388,721 | $38.5M |
| First Business Financial Services, Inc. | 2.98% | Add +3.4% | 388,636 | $38.5M |
| Tectonic Advisors LLC | 1.84% | Add +7.5% | 387,622 | $38.4M |
| Verdence Capital Advisors LLC | 2.01% | Add +4.4% | 386,468 | $38.3M |
| Brave Asset Management Inc. | 8.10% | Reduce -4.2% | 382,543 | $37.9M |
| Lineweaver Wealth Advisors, LLC | 4.45% | Add +3.0% | 378,591 | $37.5M |
| Discipline Wealth Solutions, LLC | 3.27% | Reduce -2.4% | 378,419 | $37.5M |
| Indivisible Partners | 2.11% | Add +1060.4% | 377,855 | $37.4M |
| Provenance Wealth Advisors, LLC | 3.54% | Add +2.4% | 374,851 | $37.1M |
| Vicus Capital | 2.39% | Reduce -4.2% | 374,512 | $37.1M |
| Bright Financial Advisors, Inc. | 15.37% | Add +2.7% | 370,792 | $36.7M |
| Advisory Services Network, LLC | 0.42% | Add +10.8% | 368,810 | $36.5M |
| First Bank & Trust | 5.34% | Add +2.5% | 366,803 | $36.3M |
| Financial Engines Advisors L.L.C. | 0.06% | Add +2.7% | 366,468 | $36.3M |
| McLean Asset Management Corp | 4.78% | Add +916.0% | 371,519 | $36.2M |
| Perigon Wealth Management, LLC | 0.57% | Add +7.9% | 363,971 | $36.0M |
| Global Endowment Management, LP | 3.64% | Add +8.3% | 362,472 | $35.9M |
| LVZ, Inc. | 3.61% | Add +2.8% | 359,346 | $35.6M |
| Ameritas Investment Partners, Inc. | 0.94% | Add +0.0% | 356,798 | $35.3M |
| Prosperity Consulting Group, LLC | 1.33% | Reduce -5.3% | 354,851 | $35.1M |
| Professional Financial Advisors, LLC | 6.03% | Reduce -49.3% | 352,310 | $34.9M |
| Summit Financial, LLC | 0.38% | Add +9.7% | 352,172 | $34.9M |
| Acumen Wealth Advisors, LLC | 7.33% | Add +0.4% | 349,345 | $34.6M |
| Pure Financial Advisors, LLC | 0.44% | Add +22.5% | 349,298 | $34.6M |
| Main Street Financial Solutions, LLC | 2.21% | Add +7.2% | 347,719 | $34.4M |
| Strategic Investment Management, LLC | 11.74% | New | 344,640 | $34.1M |
| AdvisorNet Financial, Inc | 1.55% | Add +1.3% | 342,460 | $33.9M |
| United Bank | 3.96% | Reduce -0.6% | 340,970 | $33.7M |
| Fulton Breakefield Broenniman LLC | 1.98% | Reduce -14.6% | 340,140 | $33.7M |
| Qube Research & Technologies Ltd | 0.04% | New | 338,933 | $33.5M |
| P/E Global LLC | 2.15% | Add +8.1% | 338,206 | $33.5M |
| Kopp Family Office, LLC | 20.48% | Add +22.6% | 337,533 | $33.4M |
| Vise Technologies, Inc. | 0.38% | Add +71.0% | 337,480 | $33.4M |
| Grey Fox Wealth Advisors, LLC | 5.21% | Add +15.8% | 335,347 | $33.2M |
| Parallel Advisors, LLC | 0.50% | Add +2.7% | 333,643 | $33.0M |
| Unique Wealth, LLC | 3.82% | Reduce -1.4% | 330,744 | $32.7M |
| BayBridge Capital Group, LLC | 16.87% | Add +25.4% | 327,035 | $32.4M |
| NewEdge Wealth, LLC | 0.33% | Reduce -0.2% | 326,649 | $32.3M |
| ETF Portfolio Partners, Inc. | 7.67% | Add +2.8% | 325,817 | $32.2M |
| Marquette Asset Management, LLC | 4.14% | Add +6.5% | 325,066 | $32.2M |
| Summit Asset Management, LLC | 4.12% | Add +4.2% | 324,822 | $32.2M |
| SVB Wealth LLC | 2.02% | Reduce -0.6% | 323,014 | $32.0M |
| Waverly Advisors, LLC | 0.18% | Add +67.7% | 321,460 | $31.8M |
| NorthRock Partners, LLC | 0.46% | Add +3.5% | 320,830 | $31.8M |
| Man Group plc | 0.06% | Add +254.3% | 320,062 | $31.7M |
| Sanctuary Advisors, LLC | 0.15% | Add +9.5% | 319,381 | $31.6M |
| Bryn Mawr Trust Advisors, LLC | 1.37% | Add +32.8% | 318,393 | $31.5M |
| Commerce Bank | 0.14% | Add +70.4% | 317,134 | $31.4M |
| Great Valley Advisor Group, Inc. | 0.49% | Reduce -1.9% | 315,575 | $31.2M |
| Rhumbline Advisers | 0.02% | Reduce -20.4% | 314,345 | $31.1M |
| Fort Henry Capital, LLC | 17.08% | Add +2.8% | 313,230 | $31.0M |
| Sequent Planning LLC | 6.62% | Add +7.3% | 313,224 | $31.0M |
| First Citizens Asset Management, Inc. | 9.89% | Add +1.3% | 312,802 | $31.0M |
| Brown Advisory Inc. | 0.05% | Add +2.2% | 312,639 | $30.9M |
| Tiaa Trust, National Association | 1.82% | Add +4.3% | 310,716 | $30.8M |
| Eley Financial Management, Inc | 9.93% | Add +16.3% | 309,663 | $30.7M |
| Caliber Wealth Management, LLC / KS | 2.95% | Add +1.4% | 308,699 | $30.6M |
| Spire Wealth Management | 0.92% | Add +0.3% | 307,520 | $30.4M |
| Heartwood Wealth Advisors LLC | 2.36% | Add +1.7% | 306,452 | $30.3M |
| WealthPlan Investment Management, LLC | 1.50% | Add +32.1% | 305,978 | $30.3M |
| First Merchants Corp. | 1.07% | Reduce -3.8% | 305,537 | $30.2M |
| Founders Financial Securities LLC | 1.53% | Add +4.3% | 302,046 | $29.9M |
| Beirne Wealth Consulting Services, LLC | 5.92% | Reduce -29.4% | 300,743 | $29.8M |
| Catalyst Financial Partners LLC | 2.92% | Add +8.7% | 297,735 | $29.5M |
| Markin Asset Management, LP | 24.64% | Reduce -1.2% | 290,898 | $28.8M |
| Forefront Wealth Partners, LLC | 8.90% | Add +22.3% | 290,048 | $28.7M |
| Hancock Whitney Corp. | 0.48% | Add +6.2% | 289,058 | $28.6M |
| Financial Designs Corp | 15.30% | Add +5.6% | 288,327 | $28.5M |
| Hudson Capital Management LLC | 7.01% | Add +3.1% | 284,336 | $28.1M |
| Horizon Investments, LLC | 0.31% | Reduce -46.2% | 284,724 | $28.0M |
| Webster Bank, N. A. | 2.42% | Add +8.8% | 281,696 | $27.9M |
| GP Brinson Investments LLC | 11.34% | No change | 280,650 | $27.8M |
| Bank of Hawaii | 1.37% | Add +5.0% | 280,398 | $27.8M |
| Regions Financial Corp. | 0.17% | Add +2.7% | 279,831 | $27.7M |
| Ted Buchan & Co | 9.00% | Add +2.2% | 277,977 | $27.5M |
| Farther Finance Advisors, LLC | 0.21% | Add +2.8% | 276,853 | $27.4M |
| Liberty Mutual Group Asset Management Inc. | 2.38% | New | 275,000 | $27.2M |
| Quantinno Capital Management LP | 0.03% | Add +846.5% | 273,363 | $27.1M |
| Colton Groome Financial Advisors, LLC | 6.47% | Add +1.2% | 270,541 | $26.8M |
| Fairview Capital Investment Management, LLC | 1.39% | Reduce -5.5% | 266,472 | $26.4M |
| Aspiriant, LLC | 0.64% | Add +17.6% | 263,856 | $26.1M |
| World Investment Advisors | 0.43% | Reduce -1.6% | 259,013 | $25.7M |
| iA Global Asset Management Inc. | 0.31% | Reduce -69.3% | 259,600 | $25.7M |
| Golden State Wealth Management, LLC | 2.34% | Add +1.7% | 259,018 | $25.6M |
| Matrix Trust Co | 3.69% | Reduce -0.5% | 257,323 | $25.5M |
| Choreo, LLC | 0.28% | Add +2.0% | 256,008 | $25.3M |
| Connable Office Inc. | 2.23% | Add +6.4% | 255,508 | $25.3M |
| Cultivar Capital, Inc. | 16.21% | Add +2.4% | 254,345 | $25.2M |
| Diversified Trust Co. | 0.40% | Add +5.5% | 254,098 | $25.2M |
| Galvin, Gaustad & Stein, LLC | 1.88% | Add +1.2% | 253,257 | $25.1M |
| Florida Trust Wealth Management Co | 0.62% | Add +2.4% | 253,069 | $25.0M |
| Madison Asset Management, LLC | 0.30% | Reduce -0.7% | 252,075 | $25.0M |
| Integrated Wealth Concepts LLC | 0.16% | Add +19.0% | 251,168 | $24.9M |
| Natixis Advisors, LLC | 0.03% | Add +19.0% | 249,886 | $24.7M |
| Sunflower Bank, N.A. | 5.91% | Reduce -4.5% | 249,745 | $24.7M |
| Compound Planning, Inc. | 0.64% | Reduce -16.9% | 248,550 | $24.6M |
| Sowell Financial Services LLC | 0.80% | Add +2.5% | 247,748 | $24.5M |
| Red Cedar Investment Management, LLC | 2.32% | Reduce -32.5% | 247,675 | $24.5M |
| Snider Financial Group | 6.20% | Add +21.1% | 246,229 | $24.4M |
| Rakuten Investment Management, Inc. | 0.07% | Add +1.5% | 241,493 | $24.0M |
| Columbia Bank | 5.35% | Add +319.0% | 241,181 | $23.9M |
| First Hawaiian Bank | 3.02% | Add +2.1% | 241,175 | $23.9M |
| Chemung Canal Trust Co. | 4.40% | Add +2.8% | 240,707 | $23.8M |
| Benjamin Edwards Inc. | 0.22% | Add +1.2% | 238,261 | $23.6M |
| Clearstead Advisors, LLC | 0.22% | Reduce -8.6% | 236,811 | $23.4M |
| Elm Partners Management LLC | 0.84% | Reduce -14.4% | 236,071 | $23.4M |
| Tandem Wealth Advisors LLC | 9.27% | Reduce -31.6% | 235,324 | $23.3M |
| TD Capital Management LLC | 1.90% | Reduce -10.1% | 235,271 | $23.3M |
| Texas Capital Bank Wealth Management Services Inc | 1.23% | Add +5.2% | 232,873 | $23.0M |
| Harbour Investments, Inc. | 0.31% | Reduce -1.2% | 231,503 | $22.9M |
| Tanager Wealth Management LLP | 1.96% | Reduce -10.0% | 227,275 | $22.5M |
| Ally Invest Advisors Inc. | 1.36% | Add +6.4% | 226,868 | $22.5M |
| SBI Securities Co., Ltd. | 0.51% | Add +1.4% | 225,843 | $22.4M |
| Thayer Partners, LLC / MA | 9.18% | Add +5.3% | 224,064 | $22.2M |
| Wrapmanager Inc. | 6.93% | Add +1.5% | 223,892 | $22.2M |
| Stephens Inc. | 0.25% | Add +1.0% | 223,499 | $22.1M |
| Sheridan Capital Management, LLC | 10.63% | Reduce -1.7% | 223,099 | $22.1M |
| Level Four Advisory Services, LLC | 0.62% | Reduce -8.0% | 222,404 | $22.0M |
| Tiemann Investment Advisors, LLC | 7.96% | Add +5.3% | 222,133 | $22.0M |
| Legacy Private Trust Co. | 1.22% | Add +2.1% | 220,202 | $21.8M |
| Omega Financial Group, LLC | 6.52% | Add +5.9% | 216,553 | $21.4M |
| Stamos Capital Partners, L.P. | 3.28% | Reduce -76.7% | 216,193 | $21.4M |
| Ballast Advisors LLC | 5.07% | Add +7.8% | 215,046 | $21.3M |
| Insight 2811, Inc. | 8.59% | Add +0.9% | 214,231 | $21.2M |
| Diversified Enterprises, LLC | 1.03% | Add +6.5% | 214,136 | $21.2M |
| Hudock, Inc. | 2.69% | Add +1.1% | 212,568 | $21.0M |
| Alliance Wealth Management Group | 4.09% | Add +18.0% | 212,383 | $21.0M |
| TRB Wealth Management, LLC | 2.78% | Add +3.7% | 210,632 | $20.8M |
| Wealthspire Advisors, LLC | 0.11% | Add +39.9% | 209,861 | $20.8M |
| Lutz Financial Services LLC | 1.26% | Reduce -0.1% | 208,958 | $20.7M |
| Colonial Trust Advisors | 1.44% | Add +7.7% | 208,780 | $20.7M |
| Garde Capital, Inc. | 0.92% | New | 208,346 | $20.6M |
| ES4, LLC | 10.76% | Add +33.9% | 207,027 | $20.5M |
| DSG Capital Advisors, LLC | 2.89% | Add +2.9% | 207,656 | $20.4M |
| Kelly Financial Group LLC | 4.49% | Add +6.8% | 204,205 | $20.2M |
| Watershed Private Wealth LLC | 5.67% | Add +23.2% | 203,469 | $20.1M |
| Scissortail Wealth Management, LLC | 3.85% | Add +1.6% | 202,137 | $20.0M |
| Chesapeake Wealth Management | 5.61% | Add +4.2% | 202,075 | $20.0M |
| Sunesis Advisors, LLC | 8.24% | Reduce -1.8% | 201,340 | $19.9M |
| Patriot Investment Management Group, Inc. | 1.15% | Add +0.5% | 200,698 | $19.9M |
| TCI Wealth Advisors, Inc. | 0.86% | Reduce -4.7% | 200,623 | $19.9M |
| Dakota Wealth Management | 0.37% | Add +12.8% | 197,691 | $19.6M |
| Retirement Capital Strategies | 6.77% | Add +1.7% | 197,004 | $19.5M |
| Passaic Partners LLC | 1.83% | Reduce -44.3% | 193,201 | $19.1M |
| Joel Adams & Associates, Inc. | 12.15% | Add +4.3% | 191,138 | $18.9M |
| Cornerstone Wealth Group, LLC | 1.11% | Add +2.4% | 188,336 | $18.6M |
| First Horizon Corp. | 0.71% | Add +4.4% | 187,656 | $18.6M |
| Meridian Management Co. | 4.15% | Add +160.7% | 186,700 | $18.5M |
| First Commonwealth Financial Corp | 2.58% | Add +3.1% | 186,201 | $18.4M |
| TCP Asset Management, LLC | 2.06% | Add +8.4% | 183,413 | $18.2M |
| Principal Financial Group Inc. | 0.01% | Reduce -8.8% | 183,008 | $18.1M |
| Bouchey Financial Group, Ltd. | 1.17% | Reduce -76.3% | 182,758 | $18.1M |
| Merit Financial Group, LLC | 0.11% | Add +4.3% | 181,117 | $17.9M |
| Twin Focus Capital Partners, LLC | 1.82% | Reduce -1.9% | 180,684 | $17.9M |
| CVA Family Office, LLC | 1.61% | Add +23.1% | 180,155 | $17.8M |
| Range Advisory, LLC | 2.11% | Add +41.8% | 178,747 | $17.7M |
| Peddock Capital Advisors, LLC | 3.53% | Add +2.6% | 178,644 | $17.7M |
| Modera Wealth Management, LLC | 0.19% | Reduce -4.3% | 177,616 | $17.6M |
| Alpha Financial Partners LLC | 9.17% | Add +1.0% | 176,374 | $17.5M |
| Strategic Financial Group, LLC | 16.72% | Add +0.3% | 176,302 | $17.5M |
| Stratos Wealth Partners, LTD. | 0.18% | Reduce -16.4% | 175,437 | $17.4M |
| Blair William & Co. | 0.05% | Add +7.0% | 174,976 | $17.3M |
| Oppenheimer Asset Management Inc. | 0.18% | Add +15.6% | 174,438 | $17.3M |
| WASHINGTON TRUST Co | 0.53% | Reduce -0.9% | 173,092 | $17.1M |
| Summit Wealth Partners, LLC | 2.40% | Reduce -3.5% | 169,947 | $16.8M |
| Renaissance Technologies | 0.02% | New | 169,699 | $16.8M |
| Prairieview Wealth Partners, LLC | 12.39% | Add +12.3% | 167,570 | $16.6M |
| Genus Capital Management Inc. | 1.63% | No change | 167,450 | $16.6M |
| Capitolis Liquid Global Markets LLC | 0.07% | Reduce -6.1% | 166,500 | $16.5M |
| GeoWealth Management, LLC | 0.51% | Add +26.2% | 165,146 | $16.3M |
| Family Capital Trust Co | 5.29% | Add +11.2% | 164,373 | $16.3M |
| Financial Partners Group, Inc | 1.65% | Reduce -2.4% | 164,064 | $16.2M |
| Robinswood Financial LLC | 4.64% | Add +5.5% | 163,669 | $16.2M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.35% | Add +7.2% | 163,475 | $16.2M |
| North Berkeley Wealth Management, LLC | 6.53% | Add +83.2% | 163,252 | $16.2M |
| Moneta Group Investment Advisors LLC | 0.12% | Add +5.0% | 161,572 | $16.0M |
| Smith & Howard Wealth Management, LLC | 3.28% | Add +23.5% | 161,324 | $16.0M |
| First Foundation Advisors | 0.57% | Reduce -0.3% | 161,259 | $16.0M |
| Mullooly Asset Management, Inc. | 4.90% | Add +9.7% | 160,987 | $15.9M |
| Sound Financial Strategies Group, LLC | 10.09% | Reduce -0.2% | 160,502 | $15.9M |
| Rothschild Wealth LLC | 1.27% | Add +2.0% | 160,324 | $15.9M |
| Nicolet Bankshares Inc. | 0.50% | Reduce -2.4% | 159,599 | $15.8M |
| Caldwell Trust Co | 1.27% | Add +9.1% | 158,921 | $15.7M |
| Arrowroot Family Office, LLC | 4.50% | Reduce -0.4% | 158,730 | $15.7M |
| Foguth Wealth Management, LLC. | 1.79% | Add +3.6% | 160,313 | $15.7M |
| Kintra Wealth, LLC | 0.82% | Add +105.9% | 160,451 | $15.7M |
| Granite Harbor Advisors, Inc. | 6.18% | Add +1.9% | 156,231 | $15.5M |
| Marquette Associates, Inc. | 11.25% | Add +149.4% | 155,973 | $15.4M |
| Nwam LLC | 0.77% | Add +25.4% | 155,802 | $15.4M |
| Bartlett & Co. Wealth Management LLC | 0.19% | Reduce -1.4% | 155,773 | $15.4M |
| Evensky & Katz LLC | 0.79% | Add +4.4% | 155,002 | $15.3M |
| Sharp Wealth Advisory, LLC | 7.09% | Add +5.5% | 154,625 | $15.3M |
| Diversify Advisory Services, LLC | 0.26% | New | 156,611 | $15.3M |
| Diversify Wealth Management, LLC | 0.26% | Reduce -5.8% | 156,611 | $15.3M |
| Ashton Thomas Private Wealth, LLC | 0.32% | Add +88.0% | 154,080 | $15.3M |
| Providence First Trust Co | 4.26% | Reduce -0.5% | 153,747 | $15.2M |
| Fagan Associates, Inc. | 1.87% | Add +3.6% | 153,268 | $15.2M |
| Sequoia Financial Advisors, LLC | 0.08% | Reduce -0.1% | 152,297 | $15.1M |
| FC Advisory LLC | 3.99% | Add +1.5% | 152,147 | $15.1M |
| Motive Wealth Advisors | 6.17% | Add +5.8% | 151,575 | $15.0M |
| Montecito Bank & Trust | 2.24% | Add +1.9% | 150,950 | $14.9M |
| Eagle Strategies LLC | 1.48% | Add +5.2% | 150,069 | $14.9M |
| CVS HEALTH Corp | 6.58% | No change | 149,700 | $14.8M |
| Fiducient Advisors LLC | 2.12% | Reduce -11.1% | 149,252 | $14.8M |
| Tide Cove Capital Partners LLC | 9.56% | Add +1.0% | 151,241 | $14.8M |
| Donaldson Capital Management, LLC | 0.42% | Add +0.8% | 149,048 | $14.8M |
| Old National Bancorp | 0.29% | Reduce -80.4% | 148,288 | $14.7M |
| Fifth Third Securities, Inc. | 0.83% | Add +3.8% | 146,764 | $14.5M |
| Cornerstone National Bank & Trust Co | 4.89% | Add +153.0% | 146,751 | $14.5M |
| Greenwood Capital Associates LLC | 1.41% | Add +3.0% | 145,605 | $14.4M |
| One Day In July LLC | 1.00% | Add +6.7% | 144,680 | $14.3M |
| Sfam, LLC | 11.68% | Add +5.8% | 144,594 | $14.3M |
| Calamos Wealth Management LLC | 0.43% | Reduce -0.6% | 142,503 | $14.1M |
| Facet Wealth, Inc. | 0.20% | Reduce -1.0% | 142,416 | $14.1M |
| BCS Wealth Management | 2.54% | Add +7.8% | 142,203 | $14.1M |
| High Note Wealth, LLC | 2.40% | Add +8.6% | 142,048 | $14.1M |
| Catalyst Capital Advisors LLC | 0.23% | Add +8.0% | 142,032 | $14.1M |
| Somnio Financial Group, LLC | 8.32% | Add +5.3% | 141,923 | $14.0M |
| McGlone Suttner Wealth Management, Inc. | 1.63% | Add +7.8% | 140,716 | $13.9M |
| High Net Worth Advisory Group LLC | 2.95% | Add +0.7% | 140,341 | $13.9M |
| Asset Allocation Strategies LLC | 2.12% | Add +52.0% | 139,076 | $13.8M |
| Freestate Advisors LLC | 10.14% | Add +1.4% | 137,105 | $13.6M |
| LMG Wealth Partners, LLC | 2.16% | Add +8.2% | 136,337 | $13.5M |
| J.W. Cole Advisors, Inc. | 0.23% | New | 135,121 | $13.4M |
| Townsend Financial Planning, LLC | 11.45% | Add +6.7% | 132,713 | $13.1M |
| Schroder Investment Management Group | 0.01% | No change | 131,987 | $13.1M |
| Prospera Financial Services Inc | 0.19% | Reduce -3.9% | 131,882 | $13.1M |
| Accelerate Investment Advisors LLC | 7.47% | Add +2.9% | 131,339 | $13.0M |
| Ames National Corp. | 7.15% | Add +6.0% | 131,303 | $13.0M |
| Easterly Investment Partners LLC | 0.66% | Reduce -0.1% | 131,150 | $13.0M |
| OFS Enterprise LLC | 3.28% | Add +9.0% | 129,872 | $12.9M |
| Aquire Wealth Advisors, LLC | 2.94% | Reduce -9.4% | 129,620 | $12.8M |
| Lazard Asset Management LLC | 0.02% | Reduce -6.7% | 128,789 | $12.7M |
| HRT Financial LP | 0.02% | Add +489.4% | 128,683 | $12.7M |
| Mann Financial Group, Inc. | 10.62% | Reduce -4.9% | 128,194 | $12.7M |
| Modern Wealth Management, LLC | 0.15% | Reduce -6.5% | 128,041 | $12.7M |
| NDWM LLC | 7.43% | Add +7.3% | 127,840 | $12.7M |
| Blue Chip Partners, LLC | 0.80% | Add +18.2% | 127,755 | $12.6M |
| Slow Capital, Inc. | 1.47% | Reduce -8.3% | 127,150 | $12.6M |
| Laird Norton Wetherby Trust Company, LLC | 0.24% | Add +5.9% | 126,022 | $12.5M |
| Colonial Trust Co / SC | 1.58% | Add +3.4% | 125,774 | $12.4M |
| U S Wealth Group, Llc. | 7.44% | Add +28.5% | 125,476 | $12.4M |
| Peak Financial Management, Inc. | 2.84% | Add +0.6% | 125,149 | $12.4M |
| Granite Bay Wealth Management, LLC | 1.13% | Add +199.2% | 124,466 | $12.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.16% | Add +17.7% | 123,521 | $12.2M |
| Phillips Financial Management, LLC | 0.89% | Reduce -34.1% | 122,304 | $12.1M |
| Corepath Wealth Partners LLC | 7.55% | Add +5.7% | 123,414 | $12.1M |
| Lighthouse Financial Services Inc. | 2.54% | Add +0.4% | 122,587 | $12.1M |
| Sandy Cove Advisors, LLC | 3.02% | Reduce -9.7% | 121,827 | $12.1M |
| Central Bank & Trust Co. | 1.71% | Reduce -1.8% | 121,637 | $12.0M |
| HB Wealth Management, LLC | 0.07% | Reduce -0.1% | 121,624 | $12.0M |
| Timonier Family Office, LTD. | 3.39% | — | 121,246 | $12.0M |
| Wescott Financial Advisory Group, LLC | 0.92% | Add +2.0% | 120,222 | $11.9M |
| Parkway Wealth Management Group, LLC | 1.37% | Reduce -0.7% | 119,824 | $11.9M |
| LifePlan Investment Advisors, Inc. | 4.06% | Reduce -0.1% | 119,048 | $11.8M |
| Carbahal Olsen Financial Services Group, LLC | 8.15% | Add +2.3% | 118,579 | $11.7M |
| Westerkirk Capital Inc. | 1.12% | Reduce -11.2% | 117,900 | $11.7M |
| Coastline Trust Co | 1.03% | Add +24.3% | 117,726 | $11.7M |
| LeConte Wealth Management, LLC | 6.34% | Add +9.0% | 117,507 | $11.6M |
| Valmark Advisers, Inc. | 0.12% | Reduce -8.8% | 116,486 | $11.5M |
| D L Carlson Investment Group Inc. | 1.81% | Reduce -25.5% | 114,989 | $11.4M |
| Avior Wealth Management, LLC | 0.30% | Reduce -60.9% | 114,823 | $11.4M |
| Money Concepts Capital Corp. | 0.52% | Reduce -10.3% | 114,310 | $11.3M |
| Belpointe Asset Management LLC | 0.37% | Add +6.5% | 113,917 | $11.3M |
| Geneos Wealth Management Inc. | 0.23% | Add +1.0% | 113,756 | $11.3M |
| Mgo One Seven LLC | 0.19% | Reduce -3.4% | 113,612 | $11.2M |
| Cerity Partners OCIO LLC | 0.57% | Reduce -6.7% | 113,244 | $11.2M |
| Independent Solutions Wealth Management, LLC | 1.46% | Add +0.4% | 112,822 | $11.2M |
| Accurate Wealth Management, LLC | 1.06% | Add +21.9% | 113,261 | $11.1M |
| Country Trust Bank | 0.19% | Reduce -61.3% | 112,229 | $11.1M |
| Roundview Capital LLC | 0.61% | Reduce -6.3% | 112,153 | $11.1M |
| Cosner Financial Group, LLC | 5.68% | Add +4.8% | 111,674 | $11.1M |
| Cibc World Market Inc. | 0.02% | Add +1.8% | 110,607 | $10.9M |
| Elevation Point Wealth Partners, LLC | 0.20% | Add +5.6% | 110,518 | $10.9M |
| NorthCrest Asset Manangement, LLC | 0.28% | Add +7.2% | 111,364 | $10.9M |
| Harpswell Capital Advisors, LLC | 7.00% | Add +5.9% | 110,163 | $10.9M |
| NorthCoast Asset Management LLC | 0.24% | Reduce -1.9% | 109,549 | $10.8M |
| Kingswood Wealth Advisors, LLC | 0.44% | Add +0.1% | 109,462 | $10.8M |
| Merited Wealth, LLC | 7.58% | Add +81.2% | 108,259 | $10.7M |
| Ieq Capital, LLC | 0.05% | Reduce -10.1% | 108,177 | $10.7M |
| Main Management LLC | 0.72% | Reduce -0.7% | 107,886 | $10.7M |
| Koenig Investment Advisory, LLC | 8.28% | Add +2.6% | 107,644 | $10.7M |
| Midwestern Financial, LLC | 7.43% | Add +8.8% | 107,267 | $10.6M |
| Waterloo Capital, L.P. | 0.60% | Add +20.4% | 107,044 | $10.6M |
| Continental Investors Services, Inc. | 8.25% | Add +53.3% | 107,489 | $10.5M |
| STAR Financial Bank | 4.27% | Add +11.7% | 105,818 | $10.5M |
| Sigma Planning Corp | 0.26% | Reduce -43.8% | 105,579 | $10.5M |
| Investment Research Partners LLC | 3.49% | Add +7.5% | 104,143 | $10.3M |
| Acima Private Wealth, LLC | 2.99% | Add +2.8% | 103,994 | $10.3M |
| HTG Investment Advisors, Inc. | 2.64% | Reduce -20.0% | 103,848 | $10.3M |
| Strategic Financial Partners, Ltd. | 3.87% | Reduce -30.5% | 103,542 | $10.2M |
| Interactive Financial Advisors, Inc. | 6.22% | Reduce -0.7% | 103,176 | $10.2M |
| Neuberger Berman Group LLC | 0.01% | Add +58.9% | 102,658 | $10.2M |
| Hillcrest Wealth Advisors - NY, LLC | 3.62% | Add +8.0% | 102,330 | $10.1M |
| Optas, LLC | 1.40% | Reduce -51.0% | 101,009 | $10.0M |
| JT Stratford LLC | 1.10% | Reduce -1.8% | 100,926 | $10.0M |
| Storen Legacy Partners, LLC | 2.70% | Add +16.6% | 100,232 | $9.9M |
| Juncture Wealth Strategies, LLC | 2.58% | Add +8.5% | 100,001 | $9.9M |
| Edgestream Partners, L.P. | 0.29% | Add +575.0% | 99,843 | $9.9M |
| Lifestyle Asset Management, Inc. | 2.64% | Reduce -74.8% | 99,359 | $9.8M |
| Blankinship & Foster, LLC | 1.98% | Reduce -1.9% | 99,129 | $9.8M |
| Westside Investment Management, Inc. | 1.29% | Add +7.9% | 99,000 | $9.8M |
| Amtrust Financial Services, Inc. | 2.90% | No change | 98,560 | $9.8M |
| Silver Coast Investments LLC | 2.88% | Add +4.7% | 97,875 | $9.7M |
| Crabel Capital Management, LLC | 7.06% | New | 97,734 | $9.7M |
| Optiver Holding B.V. | 0.14% | Add +187.3% | 96,370 | $9.5M |
| Glassy Mountain Advisors, Inc. | 2.60% | Add +9.3% | 96,102 | $9.5M |
| Clearwater Capital Advisors, LLC | 0.69% | Reduce -2.2% | 95,075 | $9.4M |
| PFG Advisors | 0.47% | Reduce -18.5% | 94,895 | $9.4M |
| DRW Securities, LLC | 0.56% | Add +708.2% | 94,823 | $9.4M |
| Financial Planning Navigators CORP | 3.49% | Add +9.9% | 94,162 | $9.3M |
| Frisco Financial Planning LLC | 7.02% | Add +3.0% | 94,135 | $9.3M |
| Columbus Macro, LLC | 0.90% | Add +8.7% | 93,981 | $9.3M |
| IFP Advisors, Inc | 0.17% | Reduce -12.5% | 93,781 | $9.3M |
| Act Wealth Management, LLC | 2.72% | Add +2.0% | 93,582 | $9.3M |
| Wealthedge Investment Advisors, LLC | 3.15% | Add +2.4% | 93,542 | $9.3M |
| NewSquare Capital LLC | 0.68% | Add +0.8% | 93,072 | $9.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -5.6% | 92,901 | $9.2M |
| TPG Advisors LLC | 5.04% | Add +12.8% | 92,818 | $9.2M |
| Founders Grove Wealth Partners, LLC | 1.83% | Reduce -22.8% | 92,585 | $9.2M |
| Insigneo Advisory Services, LLC | 0.34% | Reduce -1.8% | 92,175 | $9.1M |
| Livet Wealth, LLC | 5.26% | Add +14.9% | 92,065 | $9.1M |
| WCG Wealth Advisors LLC | 0.21% | Add +10.1% | 90,811 | $9.0M |
| Emergent Wealth Advisors, LLC | 4.67% | Add +5.6% | 91,216 | $9.0M |
| Durante & Waters, LLC | 5.88% | Add +8.9% | 90,657 | $9.0M |
| Addis & Hill, Inc | 4.93% | Add +3.5% | 90,456 | $9.0M |
| Firestone Capital Management | 1.67% | Reduce -2.6% | 90,448 | $9.0M |
| Vericrest Private Wealth | 7.95% | Add +11.2% | 90,226 | $8.9M |
| Pinnacle Financial Group, LLC / IL | 2.17% | Add +4.0% | 89,833 | $8.9M |
| Financial & Tax Architects, LLC | 1.87% | Reduce -12.8% | 89,492 | $8.9M |
| Aventus Investment Advisors, Inc. | 6.45% | Reduce -5.3% | 88,891 | $8.8M |
| Wayfinding Financial, LLC | 3.28% | Reduce -3.0% | 87,631 | $8.7M |
| Capstone Financial Advisors, Inc. | 0.42% | Add +1.6% | 87,126 | $8.6M |
| Stonehaven Wealth & Tax Solutions, LLC | 6.90% | Add +0.4% | 87,059 | $8.6M |
| Arkadios Wealth Advisors | 0.13% | Add +0.2% | 86,957 | $8.6M |
| CFS Investment Advisory Services, LLC | 0.57% | Reduce -6.0% | 87,256 | $8.6M |
| CX Institutional | 0.25% | Add +38.7% | 86,726 | $8.6M |
| Chicago Partners Investment Group LLC | 0.17% | Reduce -13.8% | 87,947 | $8.6M |
| Simplicity Wealth,LLC | 0.29% | Add +62.4% | 86,237 | $8.5M |
| Atria Investments, Inc | 0.08% | Reduce -82.7% | 85,658 | $8.5M |
| Premier Path Wealth Partners, LLC | 0.97% | Add +8.9% | 84,914 | $8.4M |
| City National Bank of Florida | 3.51% | Add +29.3% | 84,500 | $8.4M |
| Erickson Financial Group, LLC | 4.46% | Add +4.6% | 84,132 | $8.3M |
| Farmers & Merchants Investments Inc. | 0.20% | Add +1.7% | 84,038 | $8.3M |
| National Bank of Canada | 0.01% | Reduce -56.4% | 84,051 | $8.3M |
| Chesley Taft & Associates LLC | 0.32% | Add +4.5% | 83,979 | $8.3M |
| Greykasell Wealth Strategies, Inc. | 2.97% | Reduce -14.6% | 82,761 | $8.2M |
| FDx Advisors, Inc. | 2.46% | Reduce -0.7% | 82,452 | $8.2M |
| Fortis Capital Advisors, LLC | 0.91% | Add +3.6% | 81,785 | $8.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Add +5.9% | 81,168 | $8.0M |
| Curry Webb Wealth Management LLC | 3.32% | Add +46.7% | 81,049 | $8.0M |
| Boomfish Wealth Group, LLC | 3.65% | Reduce -0.2% | 81,036 | $8.0M |
| Lanark Financial, Inc. | 0.54% | Add +15.7% | 81,024 | $8.0M |
| Sovran Advisors, LLC | 0.59% | Add +3.8% | 81,393 | $8.0M |
| Navigate Wealth Management, LLC | 4.93% | Add +11.7% | 81,078 | $8.0M |
| Global Assets Advisory, LLC | 1.73% | Add +4.7% | 80,280 | $7.9M |
| Van Hulzen Asset Management, LLC | 0.55% | Reduce -26.1% | 78,753 | $7.8M |
| SG Americas Securities, LLC | 0.00% | Add +16.8% | 78,467 | $7.8M |
| Atlas Private Wealth Advisors | 1.68% | Reduce -6.1% | 77,621 | $7.7M |
| Private Client Services, LLC | 2.01% | Add +0.8% | 77,345 | $7.7M |
| Alamar Capital Management, LLC | 3.86% | Add +3.9% | 77,150 | $7.6M |
| Oasis Advisors, LLC | 4.94% | New | 76,980 | $7.6M |
| Regal Investment Advisors LLC | 0.39% | Add +5.8% | 76,418 | $7.6M |
| AQR Capital Management | 0.00% | Add +89.5% | 76,005 | $7.5M |
| MKD Wealth Coaches, LLC | 6.40% | Add +0.7% | 75,702 | $7.5M |
| Walker Financial Services, Inc. | 2.31% | Reduce -18.0% | 75,444 | $7.5M |
| Avantax Planning Partners, Inc. | 0.19% | Reduce -1.2% | 75,355 | $7.5M |
| City State Bank | 1.71% | Add +1.2% | 75,203 | $7.4M |
| IHT Wealth Management, LLC | 0.16% | Reduce -39.3% | 75,112 | $7.4M |
| Galaxy Digital Inc. | 1.18% | New | 75,000 | $7.4M |
| Flagstar Securities, Inc. | 2.24% | Add +124.2% | 74,995 | $7.4M |
| Citizens Financial Group Inc. | 0.09% | Reduce -9.6% | 74,824 | $7.4M |
| All Terrain Financial Advisors, LLC | 1.54% | Reduce -0.2% | 73,969 | $7.3M |
| James Investment Research, Inc. | 0.74% | Add +16.9% | 73,937 | $7.3M |
| Cedar Mountain Advisors, LLC | 1.26% | Add +0.4% | 73,919 | $7.3M |
| Ameritas Advisory Services, LLC | 0.15% | Add +944.9% | 73,599 | $7.3M |
| LGL Partners, LLC | 2.66% | Add +0.1% | 73,550 | $7.3M |
| Ausdal Financial Partners, Inc. | 0.29% | Reduce -15.0% | 73,512 | $7.3M |
| One Capital Management, LLC | 0.20% | No change | 73,243 | $7.3M |
| Sellwood Investment Partners LLC | 2.55% | Add +4.4% | 72,941 | $7.2M |
| Astoria Strategic Wealth, Inc. | 1.65% | Add +2.5% | 72,910 | $7.2M |
| Counterweight Ventures, LLC | 3.58% | Reduce -1.9% | 72,592 | $7.2M |
| Kagan Cocozza Asset Management | 4.47% | Add +12.9% | 72,064 | $7.1M |
| Csenge Advisory Group | 0.29% | Reduce -3.3% | 72,033 | $7.1M |
| Systematic Alpha Investments, LLC | 0.19% | No change | 72,000 | $7.1M |
| JGP Wealth Management, LLC | 0.64% | Add +35.6% | 71,752 | $7.1M |
| IFG Advisory, LLC | 0.25% | New | 71,640 | $7.1M |
| Plimoth Trust Co. LLC | 1.41% | Reduce -0.7% | 71,571 | $7.1M |
| ATLas Financial Planning LLC | 5.71% | Reduce -0.3% | 71,104 | $7.0M |
| Onyx Bridge Wealth Group LLC | 0.63% | Reduce -48.4% | 71,025 | $7.0M |
| Triad Wealth Partners, LLC | 0.42% | Add +138.8% | 71,989 | $7.0M |
| Fsa Wealth Partners, Inc. | 1.75% | Add +16.4% | 70,525 | $7.0M |
| Sovereign Investment Advisors, LLC | 1.31% | Add +1.0% | 70,318 | $7.0M |
| Naples Global Advisors, LLC | 0.43% | Reduce -1.9% | 70,311 | $7.0M |
| CBM Financial, LLC | 4.14% | Add +4.6% | 70,820 | $7.0M |
| Liberty Atlantic Advisors LLC | 4.96% | Add +11.8% | 69,587 | $6.9M |
| OneDigital Investment Advisors LLC | 0.06% | Reduce -22.4% | 69,579 | $6.9M |
| Epiq Partners, LLC | 2.97% | Reduce -5.2% | 68,970 | $6.8M |
| MCF Advisors LLC | 0.24% | Add +9.1% | 68,847 | $6.8M |
| WealthSpring Partners, LLC | 5.85% | Reduce -2.4% | 68,719 | $6.8M |
| Westwood Holdings Group Inc. | 0.05% | Reduce -17.8% | 68,705 | $6.8M |
| Redwood Park Advisors LLC | 4.90% | Add +0.2% | 68,593 | $6.8M |
| Midwest Professional Planners, LTD. | 1.33% | Add +7.5% | 68,382 | $6.8M |
| WealthPLAN Partners, LLC | 1.29% | Add +141.2% | 68,139 | $6.7M |
| REDW Wealth LLC | 2.41% | Reduce -2.0% | 68,062 | $6.7M |
| Wilmington Savings Fund Society, FSB | 0.15% | Reduce -53.0% | 66,807 | $6.6M |
| Sax Wealth Advisors, LLC | 0.27% | Add +31.2% | 66,605 | $6.6M |
| Innova Wealth Partners | 2.73% | Reduce -36.6% | 66,593 | $6.6M |
| North Star Investment Management Corp. | 0.36% | Add +33.3% | 66,547 | $6.6M |
| Apollon Wealth Management, LLC | 0.08% | Reduce -1.8% | 65,796 | $6.5M |
| Ameliora Wealth Management Ltd. | 1.90% | No change | 64,790 | $6.4M |
| Quattro Financial Advisors LLC | 1.37% | Add +27.4% | 64,724 | $6.4M |
| Tillman Hartley LLC | 1.44% | Reduce -3.3% | 64,579 | $6.4M |
| Destiny Capital Corp | 2.97% | Reduce -11.7% | 64,530 | $6.4M |
| Grove Bank & Trust | 0.63% | Add +1.7% | 64,508 | $6.4M |
| Element Wealth, LLC | 2.37% | Add +1.7% | 63,580 | $6.3M |
| RKL Wealth Management LLC | 0.50% | Reduce -1.4% | 63,551 | $6.3M |
| River's Edge Wealth Management, LLC | 5.48% | Add +4.3% | 63,520 | $6.2M |
| Aspect Partners, LLC | 2.32% | Add +15.8% | 62,920 | $6.2M |
| Summit Wealth Group, LLC | 1.27% | Reduce -7.3% | 62,901 | $6.2M |
| Little House Capital LLC | 1.39% | Add +3.1% | 62,722 | $6.2M |
| Joseph P. Lucia & Associates, LLC | 1.87% | Add +7.8% | 62,691 | $6.2M |
| Sharper & Granite LLC | 1.92% | Add +2.5% | 62,648 | $6.2M |
| Westfuller Advisors, LLC | 2.25% | Add +25.4% | 62,578 | $6.2M |
| Atwater Malick LLC | 1.35% | Add +25.5% | 62,545 | $6.2M |
| Whittier Trust Co. | 0.06% | Add +0.9% | 62,675 | $6.2M |
| Lynch Investment Planning, LLC | 4.73% | Add +8.1% | 62,263 | $6.2M |
| Arrow Financial Corp | 0.55% | Reduce -0.2% | 62,177 | $6.2M |
| Johnson Financial Group, Inc. | 0.20% | Add +14.4% | 62,078 | $6.1M |
| StoryOne LLC | 2.89% | Add +0.0% | 61,681 | $6.1M |
| Modus Advisors, LLC | 1.50% | Add +3.7% | 61,494 | $6.1M |
| Envision Financial LLC | 2.80% | Add +52.2% | 61,322 | $6.1M |
| GuidedMoney, LLC | 2.79% | Add +25.1% | 60,942 | $6.0M |
| Mutual Advisors, LLC | 0.11% | Reduce -77.0% | 60,626 | $6.0M |
| LPWM LLC | 1.32% | Add +0.9% | 60,164 | $6.0M |
| BBR Partners, LLC | 0.28% | Add +262.7% | 59,553 | $5.9M |
| Apex Wealth Management, LLC | 3.60% | Reduce -1.6% | 59,514 | $5.9M |
| Arete Wealth Advisors, LLC | 0.39% | Reduce -3.2% | 59,457 | $5.9M |
| Summit Global Investments | 0.32% | Reduce -24.1% | 59,325 | $5.9M |
| DMC Group, LLC | 4.02% | Reduce -9.0% | 59,258 | $5.9M |
| Cary Street Partners Financial LLC | 0.13% | Reduce -0.9% | 59,220 | $5.9M |
| Two Sigma Securities, LLC | 0.50% | Reduce -53.0% | 58,958 | $5.8M |
| Invesco Ltd. | 0.00% | Add +1.2% | 58,843 | $5.8M |
| Odyssey Group, LLC | 1.58% | — | 58,819 | $5.8M |
| Canvas Wealth Advisors, LLC | 0.80% | Add +0.3% | 58,191 | $5.8M |
| Avidian Wealth Enterprises, LLC | 0.16% | Add +0.7% | 57,990 | $5.7M |
| TBH Global Asset Management, LLC | 1.05% | Reduce -9.4% | 57,897 | $5.7M |
| Teucrium Investment Advisors, LLC | 5.09% | Reduce -37.1% | 57,979 | $5.7M |
| Golden Bell Financial Planning LLC | 4.20% | Reduce -1.2% | 57,694 | $5.7M |
| Silver Grove Financial Group, Inc. | 3.09% | Reduce -0.1% | 57,694 | $5.7M |
| Glenview Trust Co | 0.08% | Add +3.5% | 57,664 | $5.7M |
| Shelter Mutual Insurance Co | 1.21% | No change | 57,660 | $5.7M |
| Valeo Financial Advisors, LLC | 0.12% | Reduce -14.3% | 57,658 | $5.7M |
| Eight 31 Financial, LLC | 3.37% | Add +5.0% | 57,305 | $5.7M |
| Coign Capital Advisors LLC | 2.54% | Add +6.7% | 57,088 | $5.7M |
| Wealth Enhancement Trust Services, Inc. | 0.63% | Add +7.5% | 56,889 | $5.6M |
| AE Wealth Management LLC | 0.03% | Reduce -4.5% | 56,799 | $5.6M |
| Ancora Advisors LLC | 0.11% | Add +4.3% | 56,627 | $5.6M |
| Synergy Asset Management, LLC | 0.53% | Add +1.6% | 56,505 | $5.6M |
| Thompson Investment Management, Inc. | 0.64% | Add +7.1% | 56,395 | $5.6M |
| Sincerus Advisory, LLC | 3.77% | Add +14.8% | 56,089 | $5.6M |
| AlTi Global, Inc. | 0.11% | Reduce -15.9% | 55,899 | $5.5M |
| AtlasMark Financial, Inc | 2.71% | Add +28.5% | 55,517 | $5.5M |
| SteelPeak Wealth, LLC | 0.14% | Add +32.3% | 55,226 | $5.5M |
| Wellington-Altus USA Inc. | 3.90% | Reduce -14.0% | 55,052 | $5.5M |
| Arbor Trust Wealth Advisors, LLC | 2.20% | Add +7.7% | 55,170 | $5.5M |
| Independent Advisor Alliance | 0.13% | Reduce -77.7% | 54,792 | $5.4M |
| Stone Wealth Partners | 3.97% | Reduce -5.3% | 54,789 | $5.4M |
| Arrien Investments, Inc. | 2.73% | Add +0.6% | 54,603 | $5.4M |
| Tobias Financial Advisors, Inc. | 0.69% | Reduce -3.3% | 54,577 | $5.4M |
| FourThought Financial Partners, LLC | 0.42% | Reduce -7.8% | 54,522 | $5.4M |
| Conservest Capital Advisors, Inc. | 0.43% | Reduce -7.6% | 54,423 | $5.4M |
| MorganRosel Wealth Management, LLC | 1.82% | Add +31.9% | 54,351 | $5.4M |
| Newport Capital Group, LLC | 3.02% | Add +7.8% | 54,295 | $5.4M |
| Impact Capital Partners LLC | 1.46% | Reduce -1.5% | 54,146 | $5.4M |
| Quartz Partners, LLC | 1.75% | Reduce -6.5% | 54,027 | $5.3M |
| Brendel Financial Advisors LLC | 2.47% | Add +1.9% | 53,803 | $5.3M |
| WealthTrust Asset Management, LLC | 2.87% | Add +1.1% | 53,610 | $5.3M |
| Heartland Advisors Inc. | 0.24% | Add +0.3% | 53,502 | $5.3M |
| Koshinski Asset Management, Inc. | 0.28% | Add +0.6% | 53,289 | $5.3M |
| RFG Advisory, LLC | 0.08% | Reduce -29.3% | 53,216 | $5.3M |
| WBH Advisory Inc. | 0.35% | Add +1.0% | 53,188 | $5.3M |
| Smith Shellnut Wilson LLC | 1.97% | Add +6.0% | 53,142 | $5.3M |
| Invested Advisors | 4.64% | Add +2.9% | 53,037 | $5.2M |
| Kovack Advisors, Inc. | 0.25% | Reduce -3.4% | 53,053 | $5.2M |
| RiverGlades Family Offices LLC | 2.39% | Add +1.7% | 52,635 | $5.2M |
| Capital Management Associates, Inc | 1.04% | Add +0.3% | 52,527 | $5.2M |
| HUB Investment Partners, LLC | 0.09% | Add +1.8% | 52,101 | $5.2M |
| Toews Corp. | 0.75% | New | 52,026 | $5.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.53% | Reduce -48.7% | 51,992 | $5.1M |
| Jackson, Grant Investment Advisers, Inc. | 1.59% | Reduce -0.7% | 51,731 | $5.1M |
| Empower Advisory Group, LLC | 0.01% | Reduce -5.0% | 51,725 | $5.1M |
| Valley Forge Investment Consultants Inc. Adv | 1.31% | Add +66.0% | 51,548 | $5.1M |
| Avail Investment Partners, LLC | 3.92% | Add +12.5% | 51,477 | $5.1M |
| Northern Lights Advisors, Inc. | 2.75% | Add +11.4% | 51,148 | $5.1M |
| Oxinas Partners, LLC | 1.98% | Add +4.8% | 50,846 | $5.0M |
| LYNX Capital Group Ltd. | 2.03% | Add +51.2% | 50,716 | $5.0M |
| PlanVest Financial, Inc | 3.35% | Add +2.5% | 50,659 | $5.0M |
| SouthState Bank Corp | 0.21% | Reduce -3.4% | 50,385 | $5.0M |
| PFG Investments, LLC | 0.19% | Add +4.4% | 50,330 | $5.0M |
| Cannon Wealth Management Services, LLC | 2.72% | Add +2.3% | 50,246 | $5.0M |
| Flagship Private Wealth, LLC | 1.75% | Reduce -1.0% | 49,901 | $4.9M |
| Quadrant Capital Group LLC | 0.14% | Reduce -1.3% | 49,761 | $4.9M |
| E&G Advisors, LLC | 0.95% | Reduce -0.7% | 49,666 | $4.9M |
| Accel Wealth Management | 1.10% | Add +0.5% | 49,572 | $4.9M |
| McCarter Private Wealth Services LLC | 1.69% | New | 49,477 | $4.9M |
| Wealthcare Capital Partners, LLC | 2.01% | Add +9.6% | 49,180 | $4.9M |
| J.Safra Asset Management Corp | 0.22% | Add +35.7% | 49,131 | $4.9M |
| Canton Hathaway, LLC | 0.92% | No change | 48,700 | $4.8M |
| Sound View Wealth Advisors Group, LLC | 0.30% | Add +5.7% | 48,449 | $4.8M |
| NBT Bank, N.A. | 0.32% | Reduce -54.1% | 48,324 | $4.8M |
| Genesis Private Wealth, LLC | 1.34% | Reduce -1.0% | 48,063 | $4.8M |
| Croban | 2.08% | Add +1.4% | 47,728 | $4.7M |
| Ti-Trust, Inc. | 2.53% | Add +0.6% | 47,617 | $4.7M |
| TRUE Private Wealth Advisors | 0.41% | Add +5.9% | 47,441 | $4.7M |
| Oppenheimer & Co. Inc. | 0.05% | Reduce -14.2% | 47,398 | $4.7M |
| West Paces Advisors Inc. | 0.78% | New | 46,975 | $4.6M |
| PKS Advisory Services, LLC | 0.74% | Add +8.6% | 46,859 | $4.6M |
| IFS Advisors, LLC | 2.22% | Add +0.0% | 46,847 | $4.6M |
| United Advisor Group, LLC | 0.49% | Add +1.5% | 46,789 | $4.6M |
| Snowden Capital Advisors LLC | 0.11% | Add +2.3% | 46,603 | $4.6M |
| DAVENPORT & Co LLC | 0.02% | Add +1.4% | 46,263 | $4.6M |
| Park Place Capital Corp | 0.72% | Add +0.8% | 46,049 | $4.6M |
| Wealthcare Capital Management LLC | 0.43% | Add +182.3% | 45,792 | $4.5M |
| Millennium Management | 0.00% | New | 45,763 | $4.5M |
| Merkkuri Wealth Advisors LLC | 2.80% | Reduce -12.3% | 45,628 | $4.5M |
| Adirondack Trust Co. | 1.34% | Add +32.9% | 45,497 | $4.5M |
| Raffa Wealth Management, LLC | 0.56% | Add +1.0% | 45,285 | $4.5M |
| Alps Advisors Inc. | 0.02% | No change | 45,215 | $4.5M |
| Stock Yards Bank & Trust Co. | 0.13% | Add +12.8% | 45,079 | $4.5M |
| 5T Wealth, LLC | 1.66% | Add +0.1% | 44,979 | $4.5M |
| Forum Private Client Group LLC | 1.32% | Add +5.4% | 44,761 | $4.4M |
| Paladin Partners, LLC | 2.93% | Reduce -0.3% | 44,709 | $4.4M |
| Ironwood Financial, llc | 0.69% | Add +3.1% | 45,077 | $4.4M |
| Pursuit Wealth Strategies, LLC | 5.71% | Add +5.0% | 44,355 | $4.4M |
| Elevation Wealth Partners, LLC | 1.31% | Add +0.6% | 44,201 | $4.4M |
| OpenArc Corporate Advisory, LLC | 0.05% | Reduce -23.0% | 44,174 | $4.4M |
| Hudson Oak Wealth Advisory LLC | 3.36% | Add +12.1% | 44,053 | $4.4M |
| Parallax Volatility Advisers, L.P. | 0.20% | No change | 43,651 | $4.3M |
| CENTRAL TRUST Co | 0.08% | Reduce -5.7% | 43,333 | $4.3M |
| Pacific Park Financial, Inc. | 2.49% | Add +6.1% | 43,288 | $4.3M |
| Bryant Woods Investment Advisors, LLC | 1.19% | New | 43,230 | $4.3M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Reduce -19.1% | 43,194 | $4.3M |
| Intergy Private Wealth, LLC | 0.99% | Add +12.6% | 43,102 | $4.3M |
| Woodard & Co. Asset Management Group Inc. | 0.61% | Add +39.8% | 43,025 | $4.3M |
| MPS Loria Financial Planners, LLC | 0.97% | Add +6.2% | 42,791 | $4.2M |
| Leuthold Group, LLC | 0.43% | No change | 42,755 | $4.2M |
| Bluestem Financial Advisors, LLC | 1.48% | Reduce -2.2% | 42,691 | $4.2M |
| Equity Wealth Partners, LLC | 1.51% | Add +3.4% | 42,518 | $4.2M |
| Ullmann Wealth Partners Group, LLC | 0.38% | Add +0.6% | 42,437 | $4.2M |
| Welch & Forbes LLC | 0.05% | Add +49.0% | 42,377 | $4.2M |
| DV Trading LLC | 0.35% | Add +139.8% | 42,300 | $4.2M |
| Evercore Wealth Management, LLC | 0.06% | Add +1.0% | 41,750 | $4.1M |
| TD Waterhouse Canada Inc. | 0.01% | Add +4.9% | 41,927 | $4.1M |
| Cadia Private Client LLC | 2.94% | Reduce -10.9% | 41,451 | $4.1M |
| 1607 Capital Partners, LLC | 0.36% | Reduce -84.8% | 41,270 | $4.1M |
| Lake Street Private Wealth, LLC | 0.47% | Reduce -2.7% | 41,257 | $4.1M |
| Wise Wealth Partners | 6.93% | Reduce -18.2% | 41,211 | $4.1M |
| Western Wealth Management, LLC | 0.13% | Reduce -3.8% | 40,981 | $4.1M |
| Sterling Investment Advisors LLC | 1.82% | Add +7.6% | 40,955 | $4.1M |
| Family Investment Center, Inc. | 0.67% | Add +2.4% | 40,807 | $4.0M |
| Charter Capital Management, LLC\DE | 1.79% | Add +4.5% | 40,788 | $4.0M |
| CreativeOne Wealth, LLC | 0.09% | Reduce -35.4% | 40,768 | $4.0M |
| Pinnacle Wealth Planning Services, Inc. | 0.38% | Add +2.5% | 40,569 | $4.0M |
| Strive Financial Group ,LLC | 1.74% | Add +19.8% | 40,500 | $4.0M |
| Dynamic Advisor Solutions LLC | 0.11% | Reduce -4.5% | 40,373 | $4.0M |
| Aua Capital Management, LLC | 1.85% | Add +0.0% | 40,230 | $4.0M |
| Randall & Associates Wealth Management | 2.45% | Add +4.5% | 40,042 | $4.0M |
| Forteris Wealth Management Inc. | 3.24% | Add +0.6% | 40,007 | $4.0M |
| Wealth Management Associates, Inc. | 1.09% | Add +6.2% | 39,976 | $4.0M |
| Godfrey Financial Associates, Inc. | 2.99% | Add +2.3% | 39,466 | $3.9M |
| Midwest Trust Co | 0.04% | Reduce -6.1% | 39,116 | $3.9M |
| Davidson Trust Co. | 1.51% | Reduce -0.6% | 38,993 | $3.9M |
| Advisor OS, LLC | 0.26% | Add +6.8% | 38,889 | $3.8M |
| Cypress Capital Group | 0.36% | Add +8.4% | 38,751 | $3.8M |
| Heritage Wealth Management, Inc. | 1.91% | Add +4.3% | 38,673 | $3.8M |
| Meitav Investment House Ltd. | 0.03% | New | 38,677 | $3.8M |
| KFA Private Wealth Group, LLC | 0.92% | Reduce -53.3% | 38,468 | $3.8M |
| Mesirow Financial Investment Management, Inc. | 0.06% | Add +2.7% | 37,877 | $3.7M |
| Legacy Wealth Management, LLC | 0.20% | Reduce -7.3% | 37,783 | $3.7M |
| Tactive Advisors, LLC | 0.91% | Reduce -20.3% | 37,435 | $3.7M |
| Stonekeep Investments, LLC | 2.16% | Add +0.1% | 37,418 | $3.7M |
| Salem Investment Counselors Inc. | 0.09% | Reduce -13.3% | 37,340 | $3.7M |
| Delos Wealth Advisors, LLC | 1.89% | Add +21.1% | 37,233 | $3.7M |
| Exchange Bank | 2.28% | Reduce -1.1% | 37,018 | $3.7M |
| Global Trust Wealth Management LLC | 2.51% | Add +19.7% | 36,861 | $3.6M |
| Aspen Wealth Management LLC | 0.62% | Add +88.2% | 36,858 | $3.6M |
| Smith, Moore & Co. | 0.24% | Add +0.5% | 36,802 | $3.6M |
| NYL Investors LLC | 1.39% | Reduce -0.3% | 36,740 | $3.6M |
| Bauman Advisory Group, LLC | 1.93% | Add +27.3% | 36,733 | $3.6M |
| Financial Strategies Group, Inc. | 0.58% | Add +3.0% | 37,000 | $3.6M |
| Elevatus Welath Management | 0.88% | Reduce -46.5% | 36,508 | $3.6M |
| Cornerstone Advisors Asset Management, LLC | 0.47% | Reduce -1.3% | 36,373 | $3.6M |
| Tradition Wealth Management, LLC | 0.22% | Reduce -2.1% | 36,065 | $3.6M |
| Compagnie Lombard Odier SCmA | 0.04% | Reduce -24.7% | 35,867 | $3.6M |
| Cheviot Value Management, LLC | 0.36% | Add +2.5% | 35,825 | $3.5M |
| Vista Investment Partners Ii, LLC | 1.39% | Reduce -7.0% | 35,717 | $3.5M |
| Gryphon Financial Partners LLC | 0.32% | Reduce -0.6% | 35,503 | $3.5M |
| Larry Mathis Financial Planning, LLC | 2.67% | Add +17.8% | 35,455 | $3.5M |
| Innovative Wealth Building LLC | 2.03% | Reduce -1.3% | 35,347 | $3.5M |
| First National Bank of Omaha | 0.10% | Reduce -3.2% | 35,256 | $3.5M |
| Cerity Partners Retirement Plan Advisors LLC | 1.45% | New | 34,949 | $3.5M |
| Burke & Herbert Bank & Trust Co. | 0.85% | Add +0.8% | 34,819 | $3.4M |
| Stronghold Wealth Management L.L.C. | 4.61% | Add +3.0% | 34,768 | $3.4M |
| Compass Ion Advisors, LLC | 0.30% | Add +1.8% | 34,714 | $3.4M |
| Reicon Wealth Advisors, LLC | 2.13% | Add +90.0% | 34,495 | $3.4M |
| Chandler Asset Management, Inc. | 0.48% | No change | 34,482 | $3.4M |
| May Hill Capital, LLC | 0.71% | Add +131.0% | 34,158 | $3.4M |
| Maxele Advisors, LLC | 2.35% | — | 34,007 | $3.4M |
| GLR Partners, LLC | 1.56% | Add +5.4% | 33,854 | $3.4M |
| First Trust Advisors LP | 0.00% | Reduce -1.1% | 33,372 | $3.3M |
| Canal Capital Management, LLC | 0.40% | Add +30.8% | 33,327 | $3.3M |
| TritonPoint Partners, LLC | 0.27% | Reduce -3.1% | 33,174 | $3.3M |
| EFG International AG | 0.06% | No change | 33,116 | $3.3M |
| Capital Advisors Wealth Management, LLC | 0.38% | Reduce -4.8% | 33,065 | $3.3M |
| Integrity Advisory Solutions, LLC | 0.34% | Reduce -7.3% | 33,042 | $3.3M |
| TOP Private Wealth LLC. | 3.13% | — | 32,967 | $3.3M |
| SYM FINANCIAL Corp | 0.26% | Add +1.7% | 32,898 | $3.3M |
| United Community Bank | 1.01% | Add +2.6% | 32,844 | $3.3M |
| Integrated Advisors Network LLC | 0.15% | Reduce -67.0% | 32,832 | $3.2M |
| BLB&B Advisors, LLC | 0.12% | Reduce -13.3% | 32,829 | $3.2M |
| Simmons Bank | 0.18% | Add +3.3% | 32,773 | $3.2M |
| Quantum Financial Planning Services, Inc. | 1.00% | Add +0.6% | 32,637 | $3.2M |
| Advyzon Investment Management, LLC | 0.23% | Add +14.8% | 32,615 | $3.2M |
| Invera Wealth Advisors, LLC | 1.72% | Add +13.1% | 32,432 | $3.2M |
| 1ST Source Bank | 0.15% | Reduce -37.8% | 32,378 | $3.2M |
| Kastel Capital Advisors, LLC | 2.03% | Reduce -39.1% | 32,266 | $3.2M |
| American National Bank & Trust | 0.27% | Add +11.9% | 32,166 | $3.2M |
| Moneda S.A. Administradora General de Fondos | 2.61% | Reduce -24.4% | 32,139 | $3.2M |
| Pettyjohn, Wood & White, Inc. | 0.46% | Add +5.8% | 32,116 | $3.2M |
| Accredited Investors Inc. | 0.14% | Reduce -5.5% | 32,106 | $3.2M |
| Bigelow Investment Advisors, LLC | 1.15% | Reduce -7.6% | 32,005 | $3.2M |
| Valpey Financial Services, LLC | 1.88% | Add +8.7% | 31,954 | $3.2M |
| Nvwm, LLC | 0.63% | Add +10.7% | 31,596 | $3.1M |
| First Interstate Bank | 0.16% | Add +3.4% | 31,467 | $3.1M |
| Leavell Investment Management, Inc. | 0.11% | Reduce -1.1% | 31,457 | $3.1M |
| Beam Wealth Advisors, Inc. | 0.69% | Add +2.8% | 31,454 | $3.1M |
| Michels Family Financial, LLC | 1.99% | Reduce -0.5% | 31,422 | $3.1M |
| SC&H Financial Advisors, Inc. | 0.41% | Reduce -6.8% | 31,344 | $3.1M |
| JHP Wealth Management, LLC | 2.54% | Reduce -6.1% | 31,341 | $3.1M |
| Private Wealth Asset Management, LLC | 0.30% | Add +12.0% | 31,317 | $3.1M |
| Soltis Investment Advisors LLC | 0.18% | Add +1.3% | 31,288 | $3.1M |
| Miramontes Capital, LLC | 0.96% | Reduce -0.1% | 31,087 | $3.1M |
| Aries Wealth Management | 0.60% | Add +14.8% | 31,049 | $3.1M |
| Saxon Interests, Inc. | 0.85% | Reduce -0.2% | 30,999 | $3.1M |
| CGN Advisors LLC | 0.22% | Add +1.4% | 30,924 | $3.1M |
| Private Trust Co. NA | 0.24% | Reduce -6.5% | 30,879 | $3.1M |
| Pitcairn Wealth Advisors LLC | 0.33% | Add +84.9% | 30,861 | $3.1M |
| KG Capital Management | 1.81% | Reduce -3.5% | 30,758 | $3.0M |
| Bessemer Group Inc. | 0.00% | Add +8.6% | 30,635 | $3.0M |
| Arista Wealth Management, LLC | 0.32% | Add +0.9% | 30,307 | $3.0M |
| Clearview Wealth Management LLC | 1.91% | Reduce -1.6% | 30,071 | $3.0M |
| Dearborn Partners LLC | 0.17% | Add +3.4% | 30,048 | $3.0M |
| Transamerica Financial Advisors, LLC | 0.25% | Add +25.8% | 30,020 | $3.0M |
| Arcadia Wealth Management, LLC | 0.93% | Add +4.5% | 29,921 | $3.0M |
| First American Trust, FSB | 0.18% | Reduce -2.1% | 29,881 | $3.0M |
| Hickory Point Bank & Trust | 1.78% | Add +0.8% | 29,720 | $2.9M |
| Patten Group, Inc. | 0.45% | Reduce -35.0% | 29,565 | $2.9M |
| Maia Wealth LLC | 0.43% | Add +9.3% | 29,511 | $2.9M |
| Cordgrass Capital Advisors, LLC | 1.09% | Reduce -83.8% | 29,444 | $2.9M |
| Cooksen Wealth, LLC | 1.83% | Add +3.1% | 29,372 | $2.9M |
| Blalock Williams, LLC | 1.86% | Reduce -2.6% | 28,995 | $2.9M |
| Hoxton Planning & Management, LLC | 0.75% | Add +0.9% | 28,995 | $2.9M |
| Pointe Capital Management LLC | 1.28% | Add +11.4% | 28,985 | $2.9M |
| Wingate Wealth Advisors, Inc. | 1.26% | Reduce -5.6% | 28,909 | $2.9M |
| Mechanics Bank Trust Department | 0.35% | Reduce -14.4% | 28,844 | $2.9M |
| Hilltop Holdings Inc. | 0.23% | Add +4.3% | 28,840 | $2.9M |
| Compass Financial Group, Inc. | 1.21% | Reduce -5.1% | 28,826 | $2.9M |
| Madrona Financial Services, LLC | 0.52% | Add +3.2% | 28,764 | $2.8M |
| BlueSky Wealth Advisors, LLC | 0.33% | Reduce -3.4% | 28,532 | $2.8M |
| Stockman Wealth Management, Inc. | 0.29% | Add +1.3% | 28,356 | $2.8M |
| SlateStone Wealth, LLC | 0.21% | Add +77.1% | 28,321 | $2.8M |
| Alhambra Investment Management LLC | 1.22% | Reduce -4.3% | 28,251 | $2.8M |
| FFT Wealth Management LLC | 0.44% | Reduce -8.2% | 28,223 | $2.8M |
| Laurel Oak Wealth Management, LLC | 0.41% | Reduce -3.3% | 28,091 | $2.8M |
| Heritage Family Offices, LLP | 1.07% | Reduce -42.8% | 28,089 | $2.8M |
| Pacific Excel Wealth Advisors, Inc. | 1.08% | New | 28,089 | $2.8M |
| Fairway Wealth LLC | 0.64% | Add +3.7% | 28,081 | $2.8M |
| New England Private Wealth Advisors LLC | 0.27% | Add +20.1% | 28,458 | $2.8M |
| Retirement Systems of Alabama | 0.01% | No change | 27,899 | $2.8M |
| McDonald Partners LLC | 0.67% | Reduce -7.5% | 27,872 | $2.8M |
| Atlanta Consulting Group Advisors, LLC | 0.44% | Add +0.2% | 27,751 | $2.7M |
| Denali Advisors LLC | 0.28% | Add +6.1% | 27,652 | $2.7M |
| Capstone Wealth Management, Inc. | 2.05% | Add +10.0% | 27,747 | $2.7M |
| American State Bank (Iowa) | 1.11% | Reduce -2.6% | 27,621 | $2.7M |
| AMG National Trust Bank | 0.06% | Reduce -17.7% | 27,558 | $2.7M |
| DecisionMap Wealth Management, LLC | 1.52% | Add +4.9% | 27,485 | $2.7M |
| Eclectic Associates Inc. | 0.31% | Add +15.8% | 27,470 | $2.7M |
| Rehmann Capital Advisory Group | 0.12% | Reduce -12.6% | 27,492 | $2.7M |
| Aletheian Wealth Advisors LLC | 1.16% | Reduce -4.7% | 27,449 | $2.7M |
| Balboa Wealth Partners | 0.37% | Add +6.4% | 27,371 | $2.7M |
| Aviance Capital Partners, LLC | 0.28% | Reduce -52.8% | 27,357 | $2.7M |
| Ascent Wealth Partners, LLC | 0.27% | Add +3.2% | 27,347 | $2.7M |
| Gateway Wealth Partners, LLC | 0.16% | Reduce -30.3% | 27,328 | $2.7M |
| LCNB Corp. | 0.83% | Reduce -3.9% | 27,310 | $2.7M |
| Sierra Capital LLC | 0.26% | Add +15.6% | 27,201 | $2.7M |
| Integrated Investment Consultants, LLC | 0.52% | Add +1.4% | 26,852 | $2.7M |
| Larson Financial Group LLC | 0.07% | Add +23.2% | 26,692 | $2.6M |
| Retirement Wealth Solutions LLC | 1.45% | Add +9.0% | 26,624 | $2.6M |
| Measured Wealth Private Client Group, LLC | 0.63% | Reduce -6.0% | 26,494 | $2.6M |
| North Dakota State Investment Board | 0.11% | New | 26,460 | $2.6M |
| XML Financial, LLC | 0.19% | Add +10.1% | 26,444 | $2.6M |
| Clear Harbor Asset Management, LLC | 0.16% | Add +101.9% | 26,429 | $2.6M |
| Liberty One Investment Management, LLC | 0.26% | Add +9.3% | 26,400 | $2.6M |
| Occidental Asset Management, LLC | 0.26% | Reduce -0.1% | 26,358 | $2.6M |
| Rik Saylor Financial, Inc. | 1.72% | Reduce -1.1% | 26,221 | $2.6M |
| Keenan, LLC | 1.83% | Add +5.9% | 26,158 | $2.6M |
| Topor & Co. Korea | 2.04% | Reduce -4.5% | 26,135 | $2.6M |
| Family Wealth Partners, LLC | 0.79% | Reduce -0.2% | 25,993 | $2.6M |
| Hollencrest Capital Management | 0.17% | Reduce -2.4% | 25,929 | $2.6M |
| International Assets Investment Management, LLC | 0.15% | Add +33.2% | 26,006 | $2.6M |
| Howland Capital Management LLC | 0.09% | Add +86.8% | 25,832 | $2.6M |
| LongView Wealth Management | 0.66% | Add +7.8% | 25,831 | $2.6M |
| NTV Asset Management LLC | 0.25% | Reduce -1.0% | 25,781 | $2.6M |
| Voya Financial Advisors, Inc. | 0.22% | Add +1.9% | 25,648 | $2.5M |
| Cyndeo Wealth Partners, LLC | 0.12% | Add +1.5% | 25,600 | $2.5M |
| DT Investment Partners, LLC | 0.19% | Reduce -26.4% | 25,416 | $2.5M |
| Total Investment Management Inc. | 0.26% | Reduce -2.3% | 25,552 | $2.5M |
| Asset Management Group, Inc. | 0.36% | Reduce -1.7% | 24,989 | $2.5M |
| CFG Wealth Management Services, Inc. | 2.41% | No change | 24,838 | $2.5M |
| Christensen, King & Associates Investment Services, Inc. | 0.98% | Reduce -0.4% | 24,905 | $2.5M |
| Purpose Unlimited Inc. | 0.09% | Add +2.2% | 24,853 | $2.5M |
| Austin Wealth Management, LLC | 0.52% | Add +3.1% | 25,025 | $2.5M |
| Heritage Wealth Management, Inc. | 0.61% | New | 24,779 | $2.5M |
| Richard W. Paul & Associates, LLC | 0.75% | Reduce -64.0% | 24,744 | $2.4M |
| Financial Freedom, LLC | 1.12% | Add +0.2% | 24,670 | $2.4M |
| Prairie Advisory, LLC | 0.58% | — | 24,519 | $2.4M |
| Alpha Capital Advisors Inc. | 2.09% | Add +0.0% | 24,459 | $2.4M |
| Wealth Alliance Advisory Group, LLC | 0.34% | Reduce -1.6% | 24,085 | $2.4M |
| Core Wealth Management, Inc. | 0.67% | No change | 24,077 | $2.4M |
| Grey Ledge Advisors, LLC | 0.48% | Add +7.9% | 24,043 | $2.4M |
| Lionsbridge Wealth Management LLC | 2.34% | Reduce -3.0% | 24,043 | $2.4M |
| Turn8 Private Wealth Inc. | 1.59% | Reduce -32.5% | 24,017 | $2.4M |
| McNaughton Wealth Management, LLC | 0.84% | Add +7.1% | 23,965 | $2.4M |
| PSI Advisors, LLC | 0.55% | Reduce -2.1% | 23,841 | $2.4M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | No change | 23,807 | $2.4M |
| Miller Capital Partners, Inc. | 0.92% | Add +2.6% | 23,750 | $2.4M |
| Register Financial Advisors LLC | 0.72% | Add +0.8% | 23,741 | $2.3M |
| Zenith Solutions, Inc. | 2.12% | — | 23,644 | $2.3M |
| Abundance Wealth Counselors | 0.15% | Add +109.8% | 23,548 | $2.3M |
| Trilogy Capital Inc. | 0.09% | Add +0.5% | 23,395 | $2.3M |
| Independent Financial Group, LLC | 0.04% | Add +8.2% | 23,238 | $2.3M |
| Aptus Capital Advisors, LLC | 0.02% | Add +58.1% | 23,237 | $2.3M |
| Auour Investments LLC | 0.66% | Add +1.1% | 23,146 | $2.3M |
| L.K. Benson & Company, P.C. | 0.69% | Add +0.7% | 23,021 | $2.3M |
| Keeler Thomas Management LLC | 0.81% | Add +681.3% | 23,017 | $2.3M |
| Vernal Point Advisors, LLC | 0.77% | No change | 23,009 | $2.3M |
| Thompson Siegel & Walmsley LLC | 0.04% | Reduce -0.9% | 22,989 | $2.3M |
| Edgemoor Investment Advisors, Inc. | 0.16% | Add +0.5% | 22,941 | $2.3M |
| C2C Wealth Management, LLC | 1.77% | Reduce -2.0% | 22,791 | $2.3M |
| Ballast, Inc. | 0.43% | Add +0.9% | 22,776 | $2.3M |
| Keating Financial Advisory Services, Inc. | 0.29% | Reduce -0.1% | 22,632 | $2.2M |
| Apollon Financial, LLC | 0.26% | Add +4.5% | 22,512 | $2.2M |
| Rossby Financial, LCC | 0.41% | Add +26.0% | 22,482 | $2.2M |
| Tassel Capital Management, Inc. | 1.04% | New | 22,414 | $2.2M |
| Analyst IMS Investment Management Services Ltd. | 0.05% | New | 22,381 | $2.2M |
| Waldron Private Wealth LLC | 0.08% | Add +1.3% | 22,343 | $2.2M |
| Axis Wealth Partners, LLC | 1.06% | Reduce -3.6% | 22,337 | $2.2M |
| Proficio Capital Partners LLC | 0.08% | Reduce -16.1% | 22,292 | $2.2M |
| Legacy Edge Advisors, LLC | 0.20% | Reduce -1.3% | 22,260 | $2.2M |
| Armstrong Advisory Group, Inc. | 0.13% | Add +13.2% | 22,249 | $2.2M |
| First National Trust Co | 0.07% | Add +3.5% | 22,187 | $2.2M |
| Uhlmann Price Securities, LLC | 0.08% | Reduce -11.2% | 22,143 | $2.2M |
| Gallagher Fiduciary Advisors, LLC | 0.07% | Reduce -98.4% | 22,126 | $2.2M |
| Vident Advisory, LLC | 0.02% | Add +67.1% | 22,108 | $2.2M |
| Strategic Blueprint, LLC | 0.11% | Add +7.1% | 22,080 | $2.2M |
| First Financial Bankshares Inc | 0.04% | No change | 22,065 | $2.2M |
| VestGen Advisors, LLC | 0.06% | Add +0.1% | 21,892 | $2.2M |
| Venture Visionary Partners LLC | 0.06% | Add +38.7% | 21,810 | $2.2M |
| West Michigan Advisors, LLC | 0.41% | Add +3.7% | 21,808 | $2.2M |
| Berger Financial Group, Inc | 0.11% | Reduce -11.0% | 21,739 | $2.2M |
| Cherry Tree Wealth Management, LLC | 0.40% | Reduce -2.8% | 21,570 | $2.1M |
| United Asset Strategies, Inc. | 0.15% | Add +1.3% | 21,514 | $2.1M |
| Compton Financial Group, LLC | 0.41% | Reduce -33.9% | 21,514 | $2.1M |
| Wall Street Financial Group, Inc. | 1.14% | Reduce -58.2% | 21,472 | $2.1M |
| Pacific Capital Wealth Advisors, Inc. | 0.32% | Reduce -0.2% | 21,399 | $2.1M |
| Nations Financial Group Inc, /Ia/ | 0.10% | Add +8.7% | 21,291 | $2.1M |
| Strategic Wealth Partners, Ltd. | 0.13% | Reduce -13.5% | 21,231 | $2.1M |
| Ignite Planners, LLC | 0.29% | Add +14.1% | 21,225 | $2.1M |
| Riverview Trust Co | 2.50% | Reduce -17.9% | 21,200 | $2.1M |
| Orcam Financial Group | 1.02% | New | 21,174 | $2.1M |
| MW Advisory, LLC | 0.84% | — | 21,153 | $2.1M |
| Quadrature Capital Ltd | 0.02% | New | 21,129 | $2.1M |
| Retirement Planning Group, LLC | 0.05% | Reduce -12.3% | 21,121 | $2.1M |
| Northstar Advisory Group, LLC | 0.65% | Add +485.5% | 21,002 | $2.1M |
| PUREfi Wealth, LLC | 1.14% | Add +10.0% | 20,891 | $2.1M |
| Souders Financial Advisors | 0.21% | Reduce -80.5% | 20,878 | $2.1M |
| Navigation Wealth Management, Inc. | 2.84% | Add +4.0% | 20,847 | $2.1M |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -3.2% | 20,831 | $2.1M |
| Strategic Financial Concepts, LLC | 0.61% | Reduce -47.1% | 20,810 | $2.1M |
| Narus Financial Partners, LLC | 0.53% | Add +0.9% | 20,716 | $2.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +37.6% | 20,669 | $2.0M |
| Empirical Asset Management, LLC | 0.46% | Reduce -15.1% | 20,544 | $2.0M |
| Diligent Investors, LLC | 0.45% | Add +2.5% | 20,515 | $2.0M |
| Capital Investment Management, Inc. | 0.62% | Reduce -0.1% | 20,474 | $2.0M |
| IFS Group,LLC | 2.78% | Reduce -27.2% | 20,436 | $2.0M |
| SHUTTLEWORTH & Co | 1.60% | Reduce -0.8% | 20,266 | $2.0M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -3.4% | 20,245 | $2.0M |
| Endeavor Private Wealth, Inc. | 0.49% | Reduce -54.5% | 20,166 | $2.0M |
| Strathmore Capital Advisors, Inc. | 0.53% | Add +36.7% | 20,260 | $2.0M |
| Stratos Wealth Advisors, LLC | 0.11% | Reduce -62.5% | 19,616 | $1.9M |
| Chris Bulman Inc | 0.71% | Reduce -10.6% | 19,594 | $1.9M |
| Moneywise, Inc. | 0.72% | Add +61.1% | 19,525 | $1.9M |
| Tenet Wealth Partners, LLC | 1.43% | — | 19,661 | $1.9M |
| American Investment Services, Inc. | 0.40% | Reduce -15.2% | 19,340 | $1.9M |
| First Washington CORP | 0.47% | Reduce -52.8% | 19,338 | $1.9M |
| Clear Creek Financial Management, LLC | 0.12% | Reduce -13.1% | 19,326 | $1.9M |
| Blueprint Investment Partners LLC | 0.16% | Reduce -42.2% | 19,270 | $1.9M |
| Jump Financial, LLC | 0.02% | New | 19,208 | $1.9M |
| Basso Capital Management, L.P. | 0.47% | New | 19,182 | $1.9M |
| Signal Advisors Wealth, LLC | 0.10% | Reduce -63.6% | 19,164 | $1.9M |
| Lazari Capital Management, Inc. | 0.59% | Add +0.9% | 19,158 | $1.9M |
| Olde Wealth Management, LLC | 0.54% | Add +7.9% | 19,113 | $1.9M |
| Bowie Capital Management, LLC | 0.09% | Add +5.6% | 19,000 | $1.9M |
| Apella Capital, LLC | 0.03% | Add +0.4% | 19,037 | $1.9M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +14.2% | 18,876 | $1.9M |
| Ironwood Investment Counsel, LLC | 0.24% | Reduce -11.9% | 18,785 | $1.9M |
| MV Capital Management, Inc. | 0.16% | Reduce -61.6% | 18,759 | $1.9M |
| Archer Investment Management, LLC | 0.63% | New | 18,745 | $1.9M |
| Wealth Dimensions Group, Ltd. | 0.33% | Add +0.3% | 18,729 | $1.9M |
| Security Financial Services, INC. | 0.26% | Reduce -0.6% | 18,713 | $1.9M |
| Biondo Investment Advisors, LLC | 0.23% | Add +11.0% | 18,686 | $1.8M |
| R2 Capital Strategies, LLC | 0.84% | — | 18,664 | $1.8M |
| Moss Adams Wealth Advisors LLC | 0.12% | Reduce -9.9% | 18,638 | $1.8M |
| Daymark Wealth Partners, LLC | 0.04% | Reduce -1.8% | 18,516 | $1.8M |
| Greenup Street Wealth Management LLC | 0.22% | Reduce -27.4% | 18,511 | $1.8M |
| Gladstone Institutional Advisory LLC | 0.06% | Add +0.3% | 18,478 | $1.8M |
| Blueprint Financial Advisors LLC | 0.20% | Reduce -43.8% | 18,446 | $1.8M |
| Alteri Wealth LLC | 0.50% | Add +30.7% | 18,369 | $1.8M |
| Aprio Wealth Management, LLC | 0.09% | Add +4.3% | 18,356 | $1.8M |
| Halter Ferguson Financial Inc. | 0.29% | Add +4.2% | 18,298 | $1.8M |
| JMG Financial Group, Ltd. | 0.04% | Reduce -2.5% | 18,236 | $1.8M |
| Clarity Financial LLC | 0.15% | Reduce -0.6% | 18,151 | $1.8M |
| International Private Wealth Advisors LLC | 0.92% | Add +111.2% | 18,144 | $1.8M |
| Traveka Wealth, LLC | 0.59% | Add +11.2% | 18,064 | $1.8M |
| Bellwether Advisors, LLC | 0.26% | Add +1.4% | 18,034 | $1.8M |
| FSA Investment Group, LLC | 0.58% | Reduce -4.4% | 18,018 | $1.8M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.18% | Reduce -31.0% | 18,013 | $1.8M |
| Sentinel Wealth Management, Inc. | 1.25% | Add +8.7% | 17,961 | $1.8M |
| Global View Capital Management LLC | 0.37% | Add +10.5% | 17,924 | $1.8M |
| Steinberganna Wealth Management | 0.72% | Add +4.0% | 17,870 | $1.8M |
| RBA Wealth Management, LLC | 0.65% | Reduce -1.7% | 17,825 | $1.8M |
| Vawter Financial, Ltd. | 0.66% | Reduce -0.0% | 17,818 | $1.8M |
| Advocacy Wealth Management, LLC | 0.06% | Add +50.4% | 17,815 | $1.8M |
| Mainsail Financial Group, LLC | 0.60% | Add +6.6% | 17,698 | $1.8M |
| Net Worth Advisory Group | 0.44% | Reduce -19.8% | 17,666 | $1.7M |
| Independent Wealth Network Inc. | 0.45% | Add +39.5% | 17,661 | $1.7M |
| Beacon Financial Advisory LLC | 0.34% | Add +40.6% | 17,632 | $1.7M |
| WestHill Financial Advisors, Inc. | 0.30% | Add +0.5% | 17,524 | $1.7M |
| Vannoy Advisory Group, Inc. | 0.97% | Reduce -0.0% | 17,382 | $1.7M |
| COFG Advisors, LLC | 0.30% | New | 17,372 | $1.7M |
| Iowa State Bank | 0.29% | Reduce -14.9% | 17,358 | $1.7M |
| GatePass Capital, LLC | 0.67% | Add +1.6% | 17,338 | $1.7M |
| Meridian Wealth Management, LLC | 0.05% | Reduce -10.3% | 17,322 | $1.7M |
| Cahaba Wealth Management, Inc. | 0.10% | Reduce -25.3% | 17,203 | $1.7M |
| Bakala Capital LLC | 7.45% | Add +2.3% | 17,184 | $1.7M |
| McAdam, LLC | 0.07% | Reduce -21.4% | 17,109 | $1.7M |
| StoneX Group Inc. | 0.07% | Reduce -77.2% | 17,076 | $1.7M |
| Investure, LLC | 0.10% | Add +8.4% | 16,975 | $1.7M |
| Objective Capital Management, LLC | 1.49% | Add +2.1% | 16,947 | $1.7M |
| HBK Sorce Advisory LLC | 0.03% | Reduce -3.9% | 17,046 | $1.7M |
| Evergreen Capital Management LLC | 0.03% | Reduce -10.4% | 16,817 | $1.7M |
| Magnolia Capital Advisors LLC | 0.28% | Reduce -1.3% | 16,724 | $1.7M |
| Schiavi & Co LLC | 0.44% | Add +5.2% | 16,637 | $1.6M |
| Pinnacle Bancorp, Inc. | 0.43% | Add +0.8% | 16,576 | $1.6M |
| WealthShield Partners, LLC | 0.25% | Reduce -41.5% | 16,570 | $1.6M |
| Carrera Capital Advisors | 0.24% | Reduce -10.4% | 16,526 | $1.6M |
| Legacy Wealth Managment, LLC | 0.67% | Add +62.5% | 16,428 | $1.6M |
| Pacific Financial Group Inc. | 0.78% | Add +11.8% | 16,415 | $1.6M |
| Worth Asset Management, LLC | 0.52% | Add +26.4% | 16,346 | $1.6M |
| Cpwa, LLC | 1.88% | Add +0.3% | 16,329 | $1.6M |
| Stirlingshire Investments, Inc. | 1.20% | Add +16.7% | 16,308 | $1.6M |
| October Effect Ltd | 1.51% | Reduce -4.8% | 16,244 | $1.6M |
| Emerald Investment Advisers, LLC | 0.11% | Add +8.1% | 16,154 | $1.6M |
| HighPoint Advisor Group LLC | 0.06% | Add +0.7% | 16,027 | $1.6M |
| Waycross Partners, LLC | 0.13% | No change | 16,000 | $1.6M |
| Core Wealth Partners LLC | 0.67% | Reduce -37.8% | 15,948 | $1.6M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -0.6% | 15,898 | $1.6M |
| Presidio Capital Management, LLC | 0.39% | Add +27.8% | 15,871 | $1.6M |
| Pathway Financial Advisors LLC | 0.18% | Add +2.4% | 15,806 | $1.6M |
| MassMutual Private Wealth & Trust, FSB | 0.04% | Reduce -37.3% | 15,672 | $1.6M |
| Culbertson A N & Co. Inc. | 0.18% | Reduce -1.4% | 15,642 | $1.5M |
| Inscription Capital, LLC | 0.14% | Reduce -1.0% | 15,611 | $1.5M |
| UMB Bank, n.a. | 0.02% | Add +8.7% | 15,591 | $1.5M |
| Sugar Maple Asset Management, LLC | 0.99% | Reduce -88.2% | 15,540 | $1.5M |
| Hayek Kallen Investment Management | 0.47% | Reduce -1.4% | 15,515 | $1.5M |
| Sandhill Capital Partners LLC | 0.12% | Add +55.1% | 15,497 | $1.5M |
| Fonville Wealth Management LLC | 0.25% | Reduce -1.2% | 15,482 | $1.5M |
| Summit Wealth Group LLC / Co. | 0.13% | Add +2.4% | 15,420 | $1.5M |
| Sun Financial Inc | 0.72% | Reduce -3.7% | 15,669 | $1.5M |
| OneAscent Financial Services LLC | 0.07% | Add +16.4% | 15,386 | $1.5M |
| Kohmann Bosshard Financial Services, LLC | 0.13% | Add +4.1% | 15,289 | $1.5M |
| TrustWell Financial Advisors, LLC | 1.27% | Add +3.4% | 15,130 | $1.5M |
| Shepherd Street Advisors LLC | 1.30% | Add +13.5% | 15,067 | $1.5M |
| Hibernia Wealth Partners, LLC | 0.79% | Add +6.1% | 14,824 | $1.5M |
| Sepio Capital, LP | 0.07% | Add +0.2% | 14,785 | $1.5M |
| Atlantic Union Bankshares Corp | 0.02% | Add +2.5% | 14,755 | $1.5M |
| Orgel Wealth Management, LLC | 0.03% | Add +26.4% | 14,675 | $1.5M |
| Capital Financial Group Inc\co\ | 0.76% | Reduce -46.7% | 14,638 | $1.4M |
| Intelligence Driven Advisers, LLC | 0.23% | Reduce -6.0% | 14,606 | $1.4M |
| Miller Financial Services LLC | 1.16% | Reduce -2.5% | 14,525 | $1.4M |
| HORAN Wealth, LLC | 0.18% | Add +25.2% | 14,499 | $1.4M |
| Clark Asset Management, LLC | 0.11% | New | 14,470 | $1.4M |
| Northeast Planning Associates, Inc. / NH / | 1.06% | New | 15,443 | $1.4M |
| Entrewealth, LLC | 0.52% | New | 14,530 | $1.4M |
| Dixon Mitchell Investment Counsel Inc. | 0.05% | Reduce -13.5% | 14,277 | $1.4M |
| Anchyra Partners LLC | 0.34% | Reduce -0.6% | 14,243 | $1.4M |
| ARK & TLK Investments, LLC | 0.35% | Add +2.4% | 14,178 | $1.4M |
| NorthLanding Financial Partners, LLC | 0.97% | Reduce -3.0% | 14,155 | $1.4M |
| Rather & Kittrell, Inc. | 0.20% | Add +3.7% | 14,154 | $1.4M |
| CCG Wealth Management, LLC | 0.32% | Add +20.1% | 13,937 | $1.4M |
| BIP Wealth, LLC | 0.04% | Add +446.5% | 13,924 | $1.4M |
| Private Wealth Group, LLC | 0.53% | No change | 13,886 | $1.4M |
| Legacy PCG, LLC | 6.81% | Reduce -0.2% | 14,127 | $1.4M |
| Orrstown Financial Services Inc. | 0.20% | No change | 13,875 | $1.4M |
| Perennial Investment Advisors, LLC | 0.09% | Add +17.9% | 13,860 | $1.4M |
| First Manhattan Co. Llc. | 0.00% | Add +11.0% | 13,848 | $1.4M |
| Faithward Advisors, LLC | 0.17% | Add +2.4% | 13,840 | $1.4M |
| PAX Financial Group, LLC | 0.20% | Add +39.9% | 13,830 | $1.4M |
| Fiduciary Financial Group, LLC | 0.15% | Add +2.1% | 13,777 | $1.4M |
| Fiduciary Financial Advisors | 0.14% | New | 13,753 | $1.4M |
| Americana Partners, LLC | 0.03% | Add +1.9% | 13,727 | $1.4M |
| BOK Financial Private Wealth, Inc. | 0.07% | Reduce -26.7% | 13,711 | $1.4M |
| Forza Wealth Management, LLC | 0.42% | No change | 13,682 | $1.4M |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.10% | Add +47.7% | 13,549 | $1.3M |
| Lavelle Capital LP | 0.68% | No change | 13,487 | $1.3M |
| Cane Capital Partners, LLC | 0.54% | Add +53.6% | 13,483 | $1.3M |
| Tennessee Valley Asset Management Partners | 0.15% | Add +11.7% | 13,459 | $1.3M |
| Altfest L J & Co. Inc. | 0.13% | Add +0.1% | 13,387 | $1.3M |
| Curi Capital, LLC | 0.02% | Reduce -14.0% | 13,302 | $1.3M |
| CIBC Asset Management Inc | 0.00% | Reduce -46.3% | 13,130 | $1.3M |
| Providence Capital Advisors, LLC | 0.20% | Add +1.8% | 13,091 | $1.3M |
| Alpha Financial Advisors, LLC | 0.36% | Add +6.1% | 13,086 | $1.3M |
| Conway Capital Management, Inc. | 0.57% | No change | 13,044 | $1.3M |
| Winthrop Capital Management, LLC | 0.31% | Reduce -4.6% | 13,042 | $1.3M |
| Phillips Wealth Planners LLC | 0.95% | Reduce -2.6% | 13,117 | $1.3M |
| South Plains Financial, Inc. | 0.69% | Add +1.6% | 13,009 | $1.3M |
| Fort Washington Investment Advisors Inc. | 0.01% | Add +5.8% | 12,939 | $1.3M |
| Wall Capital Group, Inc. | 1.05% | Reduce -26.3% | 12,927 | $1.3M |
| Ariadne Wealth Management, LP | 0.56% | Reduce -0.9% | 12,883 | $1.3M |
| BridgePort Financial Solutions, LLC | 0.32% | Add +26.6% | 12,848 | $1.3M |
| MFA Wealth Services | 0.76% | Add +3.2% | 12,790 | $1.3M |
| Titleist Asset Management, LLC | 0.08% | Add +14.4% | 12,737 | $1.3M |
| Jefferies Financial Group Inc. | 0.01% | Reduce -6.3% | 12,685 | $1.3M |
| LifeGoal Investments, LLC | 0.57% | Add +0.5% | 12,654 | $1.3M |
| FOCUS Wealth Advisors, LLC | 0.58% | No change | 12,595 | $1.2M |
| Harvest Investment Services, LLC | 0.19% | Reduce -4.1% | 12,539 | $1.2M |
| Mission Wealth Management, LP | 0.02% | Reduce -12.3% | 12,526 | $1.2M |
| Sage Financial Group Inc. | 0.07% | Add +2.3% | 12,484 | $1.2M |
| Union Savings Bank | 0.49% | Add +258.3% | 12,419 | $1.2M |
| Sheets Smith Wealth Management | 0.12% | Reduce -1.3% | 12,401 | $1.2M |
| Affinity Investment Advisors, LLC | 0.62% | No change | 12,390 | $1.2M |
| Alesco Advisors, LLC, An ESL Co | 0.03% | Reduce -9.3% | 12,372 | $1.2M |
| Sage Mountain Advisors LLC | 0.07% | Add +0.0% | 12,326 | $1.2M |
| Carr Financial Group Corp | 0.28% | Reduce -3.0% | 12,238 | $1.2M |
| Clarity Retirement & Wealth, LLC | 0.83% | Reduce -16.5% | 12,172 | $1.2M |
| Keebeck Wealth Management | 0.12% | Add +5.2% | 12,156 | $1.2M |
| Asset One Wealth Management LLC | 0.13% | Add +5.6% | 12,207 | $1.2M |
| TCV Trust & Wealth Management, Inc. | 0.09% | Add +6.6% | 12,025 | $1.2M |
| Brooks, Moore & Associates, Inc. | 0.53% | No change | 12,000 | $1.2M |
| Realta Investment Advisors | 0.37% | Reduce -3.2% | 11,995 | $1.2M |
| Compass Financial Group, Inc. (Ohio) | 0.79% | Reduce -19.9% | 11,899 | $1.2M |
| Garrison Point Advisors, LLC | 0.48% | Reduce -4.8% | 11,868 | $1.2M |
| King Wealth Management Group | 0.13% | Add +0.6% | 11,843 | $1.2M |
| Beacon Bridge Wealth Partners, LLC | 0.33% | Reduce -12.2% | 11,840 | $1.2M |
| Potomac Fund Management Inc. | 0.03% | Add +20.3% | 11,840 | $1.2M |
| Bluedoor Private Wealth, LLC | 0.49% | Reduce -0.9% | 11,839 | $1.2M |
| Ingalls & Snyder LLC | 0.03% | No change | 11,834 | $1.2M |
| Heritage Trust Co | 0.10% | Add +78.2% | 11,829 | $1.2M |
| Bison Wealth, LLC | 0.11% | Add +315.4% | 11,860 | $1.2M |
| CoreCap Advisors, LLC | 0.03% | Add +25.0% | 11,801 | $1.2M |
| Value Investment Professionals, LLC | 0.97% | New | 11,658 | $1.2M |
| Avondale Wealth Management | 0.47% | Add +0.1% | 11,574 | $1.1M |
| Invariant Investment Management | 0.67% | Add +8.6% | 11,601 | $1.1M |
| Balefire, LLC | 0.19% | Reduce -3.0% | 11,523 | $1.1M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.07% | Reduce -1.1% | 11,514 | $1.1M |
| Matters Capital LLC | 0.80% | Add +0.7% | 11,503 | $1.1M |
| Gemmer Asset Management LLC | 0.08% | Reduce -3.9% | 11,493 | $1.1M |
| Falcon Wealth Planning | 0.07% | Add +345.0% | 11,486 | $1.1M |
| City Center Advisors, LLC | 0.91% | Reduce -1.5% | 11,374 | $1.1M |
| Milestone Asset Management, LLC | 0.18% | Add +25.1% | 11,262 | $1.1M |
| GWN Securities Inc. | 0.19% | Reduce -3.3% | 11,222 | $1.1M |
| Whittier Trust Co. of Nevada Inc. | 0.02% | Add +97.8% | 11,268 | $1.1M |
| S Harris Financial Group, LLC | 0.85% | Add +3.2% | 11,106 | $1.1M |
| Lee Financial Co | 0.14% | Add +4.9% | 11,093 | $1.1M |
| Kampmann Melissa S. | 0.83% | Add +5.2% | 11,053 | $1.1M |
| Capital Investment Advisory Services, LLC | 0.07% | Add +308.9% | 11,007 | $1.1M |
| 17 Capital Partners, LLC | 0.49% | Add +15.4% | 10,990 | $1.1M |
| Summit Financial Consulting LLC | 0.74% | Add +2.4% | 10,989 | $1.1M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Reduce -76.3% | 10,825 | $1.1M |
| Strategies Wealth Advisors, LLC | 0.10% | Reduce -5.7% | 10,863 | $1.1M |
| Badgley Phelps Wealth Managers, LLC | 0.02% | Add +10.3% | 10,842 | $1.1M |
| Stratos Investment Management, LLC | 0.04% | Add +6.2% | 10,801 | $1.1M |
| Rockbridge Investment Management, LCC | 0.09% | Reduce -2.2% | 10,799 | $1.1M |
| Glen Eagle Advisors, LLC | 0.13% | Add +65.0% | 10,797 | $1.1M |
| Advus Financial Partners, LLC | 0.24% | Add +12.6% | 10,797 | $1.1M |
| CDKV Holdings LLC | 0.83% | Reduce -2.9% | 10,745 | $1.1M |
| TruNorth Capital Management, LLC | 0.17% | Reduce -3.6% | 10,743 | $1.1M |
| Tsfg, LLC | 0.13% | Add +0.1% | 10,668 | $1.1M |
| Tme Financial, Inc. | 0.65% | Add +7.0% | 10,653 | $1.1M |
| Tower Research Capital LLC (TRC) | 0.03% | Reduce -97.3% | 10,650 | $1.1M |
| Fairvoy Private Wealth, LLC | 0.21% | Add +5.1% | 10,647 | $1.1M |
| Childress Capital Advisors, LLC | 0.17% | No change | 10,646 | $1.1M |
| Quest 10 Wealth Builders, Inc. | 0.82% | Reduce -2.2% | 10,622 | $1.1M |
| Rede Wealth, LLC | 0.35% | Add +3.0% | 10,584 | $1.0M |
| V2 Financial group LLC | 0.39% | Reduce -4.7% | 10,560 | $1.0M |
| Genesee Capital Advisors, LLC | 0.33% | Add +2.9% | 10,536 | $1.0M |
| Cadent Capital Advisors, LLC | 0.22% | Reduce -2.7% | 10,515 | $1.0M |
| Procyon Advisors, LLC | 0.04% | Reduce -13.0% | 10,514 | $1.0M |
| Hanover Advisors Inc. | 0.37% | Add +28.3% | 10,471 | $1.0M |
| Bourgeon Capital Management LLC | 0.16% | Reduce -15.9% | 10,417 | $1.0M |
| Turtle Creek Wealth Advisors, LLC | 0.05% | Reduce -22.8% | 10,407 | $1.0M |
| Yukon Wealth Management, Inc. | 0.29% | Reduce -8.9% | 10,395 | $1.0M |
| BTC Capital Management, Inc. | 0.06% | No change | 10,340 | $1.0M |
| Cidel Asset Management Inc. | 0.05% | Add +23.8% | 10,301 | $1.0M |
| E-Wealth Partners, LLC | 0.74% | Reduce -2.1% | 10,293 | $1.0M |
| Brookmont Capital Management | 0.55% | Reduce -7.7% | 10,278 | $1.0M |
| Performance Wealth Partners, LLC | 0.03% | Add +114.8% | 10,262 | $1.0M |
| Peterson Wealth Services | 0.22% | Add +65.2% | 10,247 | $1.0M |
| M1 Capital Management LLC | 0.37% | Add +7.7% | 10,211 | $1.0M |
| Boyd Wealth Management, LLC | 0.38% | Reduce -28.2% | 10,189 | $1.0M |
| Latitude Advisors, LLC | 0.40% | Add +16.1% | 10,184 | $1.0M |
| Northwest Bancshares, Inc. | 0.18% | Reduce -9.6% | 10,151 | $1.0M |
| Cedar Point Capital Partners, LLC | 0.58% | Add +3.9% | 10,125 | $1.0M |
| Successful Portfolios LLC | 0.47% | Add +16.2% | 10,188 | $999K |
| Steel Grove Capital Advisors, LLC | 0.09% | No change | 10,050 | $995K |
| Crusonia Wealth Advisors LLC | 0.16% | New | 10,016 | $991K |
| Avion Wealth | 0.18% | Add +0.0% | 10,010 | $990K |
| Fermata Advisors, LLC | 0.20% | Add +3.1% | 9,989 | $989K |
| Wedbush Securities Inc. | 0.03% | Reduce -16.7% | 9,928 | $983K |
| Third View Private Wealth, LLC | 0.12% | New | 9,883 | $978K |
| Connecticut Wealth Management, LLC | 0.04% | Reduce -1.8% | 9,840 | $974K |
| Oak Wealth Advisors LLC | 0.47% | Add +0.2% | 9,825 | $973K |
| XTX Topco Ltd | 0.01% | Reduce -52.7% | 9,789 | $969K |
| ALM First Financial Advisors, LLC | 0.16% | No change | 9,767 | $967K |
| Ellis Investment Partners, LLC | 0.15% | Reduce -6.7% | 9,707 | $961K |
| Smith Thornton Advisors LLC | 0.42% | Reduce -0.5% | 9,822 | $960K |
| Carnegie Investment Counsel | 0.02% | Reduce -8.9% | 9,624 | $953K |
| C M Bidwell & Associates Ltd. | 0.39% | Add +1.6% | 9,586 | $949K |
| HRC Wealth Management, LLC | 0.39% | Reduce -8.4% | 9,552 | $945K |
| Red Reef Advisors LLC | 0.87% | Add +1.2% | 9,549 | $945K |
| Sound Income Strategies, LLC | 0.04% | Add +11.7% | 9,517 | $942K |
| VestGen Investment Management | 0.50% | Add +0.7% | 9,498 | $940K |
| Sovereign Financial Group, Inc. | 0.14% | Reduce -5.7% | 9,484 | $939K |
| Nordwand Advisors, LLC | 0.14% | Add +30.6% | 9,476 | $938K |
| Activest Wealth Management | 0.18% | Add +1406.0% | 9,473 | $938K |
| Tolleson Wealth Management, Inc. | 0.13% | Reduce -0.4% | 9,423 | $933K |
| Princeton Global Asset Management LLC | 0.13% | Add +15.5% | 9,373 | $928K |
| Investment Advisory Group, LLC | 0.20% | Add +0.6% | 9,355 | $926K |
| William Howard & Co Financial Advisors Inc | 0.72% | No change | 9,340 | $924K |
| Hoge Financial Services, LLC | 0.44% | Add +1.0% | 9,255 | $916K |
| Factor Wealth Management LTD | 0.14% | Reduce -18.1% | 9,236 | $914K |
| HighMark Wealth Management LLC | 0.31% | Add +2.0% | 9,230 | $914K |
| Agf Management Ltd. | 0.00% | No change | 9,200 | $911K |
| Kingdom Financial Group LLC. | 0.23% | Reduce -9.2% | 9,200 | $911K |
| Madison Wealth Partners, Inc | 0.12% | Reduce -12.6% | 9,151 | $906K |
| Rinkey Investments | 0.21% | Add +0.4% | 9,106 | $901K |
| Capital Analysts, LLC | 0.02% | Reduce -87.4% | 9,065 | $898K |
| Optivise Advisory Services LLC | 0.46% | Add +1.4% | 9,059 | $897K |
| Petros Family Wealth, LLC | 0.55% | Reduce -35.1% | 9,058 | $897K |
| Orin Green Financial, LLC | 0.33% | Add +1.4% | 9,013 | $892K |
| Vested Financial Planning, LLC | 0.60% | Add +2.0% | 8,982 | $889K |
| Mma Asset Management LLC | 0.28% | Add +26.8% | 8,892 | $880K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 8,870 | $878K |
| Tradewinds, LLC. | 0.20% | New | 19,377 | $867K |
| Becker Capital Management Inc. | 0.02% | No change | 8,761 | $867K |
| Fiera Capital Corp | 0.00% | Add +13.3% | 8,746 | $866K |
| Prairiewood Capital, LLC | 0.22% | Add +6.3% | 8,720 | $863K |
| Melfa Wealth Management, Inc. | 0.46% | Add +8.3% | 8,711 | $862K |
| Legacy Capital Group California, Inc. | 0.26% | Add +1.0% | 8,694 | $861K |
| Blue Fin Capital, Inc. | 0.12% | Reduce -1.3% | 8,688 | $860K |
| Fortitude Advisory Group L.L.C. | 0.32% | Add +1.3% | 8,566 | $848K |
| Summa Corp. | 0.27% | Add +21.3% | 8,550 | $846K |
| Virtue Capital Management, LLC | 0.11% | Reduce -3.3% | 8,545 | $846K |
| Brighton Jones LLC | 0.02% | Reduce -8.5% | 8,449 | $836K |
| Guardian Partners Inc. | 0.08% | Add +1.1% | 8,441 | $835K |
| Verus Wealth Management, LLC | 0.69% | Add +4.5% | 8,417 | $833K |
| Finley Financial, LLC | 0.34% | Reduce -5.6% | 8,410 | $832K |
| Argent Trust Co | 0.02% | Reduce -25.2% | 8,366 | $828K |
| Dala Group, LLC | 0.68% | Reduce -2.2% | 8,335 | $825K |
| Crux Wealth Advisors | 0.29% | Reduce -0.0% | 8,330 | $825K |
| Lodestar Private Asset Management LLC | 0.07% | Reduce -0.7% | 8,323 | $824K |
| Cynosure Group, LLC | 0.12% | Reduce -94.0% | 8,315 | $823K |
| Atlantic Family Wealth, LLC | 0.52% | Add +1.6% | 8,253 | $817K |
| VAUGHAN & Co SECURITIES, INC. | 0.38% | Add +6.3% | 8,240 | $816K |
| Ethos Financial Group, LLC | 0.05% | Reduce -15.6% | 8,330 | $813K |
| Veracity Capital LLC | 0.22% | Add +5.0% | 8,142 | $806K |
| Evergreen Advisors, LLC | 0.17% | No change | 8,101 | $802K |
| Vantus Wealth LLC | 0.43% | — | 8,054 | $797K |
| Rock Point Advisors, LLC | 0.19% | Reduce -0.1% | 8,036 | $795K |
| MPWM Advisory Solutions, LLC | 0.36% | Add +0.1% | 7,981 | $790K |
| Brady Family Wealth, LLC | 0.23% | No change | 7,971 | $789K |
| Triumph Capital Management | 0.14% | Add +6.3% | 7,948 | $787K |
| Ledyard National Bank | 0.06% | Add +145.7% | 7,878 | $780K |
| ABLE Financial Group, LLC | 0.13% | Add +4.1% | 7,869 | $779K |
| LVW Advisors, LLC | 0.07% | Add +33.0% | 7,862 | $778K |
| BWM Planning, LLC | 0.18% | No change | 7,845 | $776K |
| Bayshore Capital Advisors, LLC | 0.36% | No change | 7,827 | $775K |
| Weil Company, Inc. | 0.14% | Reduce -16.2% | 7,787 | $771K |
| Kitching Partners, LLC | 0.66% | Add +1.6% | 7,741 | $766K |
| Bond & Devick Financial Network, Inc. | 0.19% | Add +0.7% | 7,717 | $764K |
| Argyle Capital Partners, LLC | 0.48% | Add +265.1% | 7,712 | $763K |
| Inman Jager Wealth Management, LLC | 0.41% | Add +8.5% | 7,704 | $763K |
| NWK Group, Inc. | 0.23% | Reduce -3.4% | 7,646 | $757K |
| Stewardship Advisors, LLC | 0.16% | Reduce -72.8% | 7,575 | $750K |
| Outfitters Financial LLC | 0.52% | No change | 7,561 | $748K |
| Farrow Financial, Inc. | 0.40% | Add +1.8% | 7,552 | $747K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -16.6% | 7,525 | $745K |
| Bernardo Wealth Planning LLC | 0.13% | Add +18.4% | 7,521 | $744K |
| Tidemark, LLC | 0.17% | Add +22.1% | 7,507 | $743K |
| Advisortrust Partners, LLC | 0.25% | Add +10.1% | 7,505 | $743K |
| Physician Wealth Advisors, Inc. | 0.09% | Reduce -0.4% | 7,502 | $743K |
| Palladiem, LLC | 0.72% | Reduce -90.0% | 7,471 | $739K |
| Simon Quick Advisors, LLC | 0.03% | Reduce -0.4% | 7,464 | $739K |
| Pearl Planning LLC | 0.34% | Add +0.4% | 7,459 | $738K |
| GW Henssler & Associates Ltd. | 0.03% | No change | 7,444 | $737K |
| Skyline Advisors, Inc. | 0.23% | Reduce -53.3% | 7,407 | $733K |
| Y.D. More Investments Ltd | 0.02% | Add +12.7% | 7,375 | $729K |
| Monument Capital Management | 0.15% | New | 7,356 | $728K |
| Jacobi Capital Management LLC | 0.04% | Add +8.1% | 7,327 | $725K |
| CVFG LLC | 0.08% | Reduce -12.8% | 7,323 | $725K |
| EJMK Ventures LLC | 0.33% | Reduce -30.3% | 7,272 | $720K |
| Advisory Alpha, LLC | 0.02% | Reduce -23.3% | 7,209 | $714K |
| Amicus Financial Advisors, LLC | 0.18% | Reduce -8.9% | 7,199 | $713K |
| Mayflower Financial Advisors, LLC | 0.06% | Add +0.8% | 7,160 | $709K |
| Dunhill Financial, LLC | 0.14% | Reduce -9.2% | 7,140 | $707K |
| 1015 Capital Partners, LLC | 0.59% | Reduce -25.4% | 7,109 | $704K |
| Wellington Shields & Co., LLC | 0.16% | Add +36.0% | 7,090 | $702K |
| MRP Capital Investments, LLC | 0.52% | Add +0.3% | 7,085 | $701K |
| Finward Bancorp | 0.53% | No change | 7,077 | $700K |
| Augustine Asset Management Inc. | 0.14% | No change | 7,049 | $698K |
| Lifeworks Advisors, LLC | 0.07% | Reduce -17.5% | 7,018 | $695K |
| Per Stirling Capital Management, LLC. | 0.07% | Reduce -35.3% | 6,997 | $693K |
| Madden Advisory Services, Inc. | 0.25% | Reduce -4.1% | 6,994 | $692K |
| Planned Solutions, Inc. | 0.20% | Add +3.2% | 6,993 | $692K |
| Evernest Financial Advisors, LLC | 0.14% | Reduce -1.5% | 6,969 | $690K |
| Droms Strauss Advisors Inc. /Mo/ | 0.16% | Add +11.9% | 6,969 | $690K |
| Obsidian Cio, LLC | 0.51% | Reduce -10.0% | 6,922 | $685K |
| Unify Financial Advisors | 0.63% | No change | 6,900 | $683K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.08% | Reduce -60.1% | 6,874 | $680K |
| Gladwyn Financial Advisors, Inc. | 0.42% | Add +5.9% | 6,853 | $678K |
| Postrock Partners LLC | 0.27% | No change | 6,784 | $671K |
| Farmers National Bank | 0.14% | Reduce -5.8% | 6,720 | $665K |
| Clearwave Capital, LLC | 0.37% | Reduce -28.1% | 6,701 | $663K |
| Transcendent Capital Group LLC | 0.26% | Add +1.9% | 6,691 | $662K |
| J.E. Simmons & Co., P.C. | 0.37% | No change | 6,669 | $660K |
| 49 Wealth Management, LLC | 0.13% | New | 6,664 | $660K |
| Alongside, LLC | 0.13% | — | 6,664 | $660K |
| Aurdan Capital Management, LLC | 0.17% | No change | 6,650 | $658K |
| BKM Wealth Management, LLC | 0.23% | Add +11.2% | 6,618 | $655K |
| Carolina Wealth Management Inc | 0.30% | — | 6,618 | $655K |
| Talon Private Wealth, LLC | 0.08% | Add +7.5% | 6,574 | $651K |
| Berkeley Capital Partners, LLC | 0.13% | Add +0.9% | 6,560 | $649K |
| Victory Financial Group, LLC | 0.07% | Add +11.8% | 6,548 | $648K |
| IPG Investment Advisors LLC | 0.09% | Add +8.2% | 6,540 | $647K |
| Thrive Wealth Management, LLC | 0.08% | Add +0.3% | 6,537 | $647K |
| Gen-Wealth Partners Inc | 0.18% | Reduce -92.2% | 6,532 | $647K |
| Regimen Wealth, LLC | 0.17% | Reduce -3.5% | 6,522 | $646K |
| PMG Wealth Management, Inc. | 0.40% | No change | 6,500 | $643K |
| Sterling Group Wealth Management, LLC | 0.26% | Add +9.6% | 6,476 | $641K |
| Tulsa Wealth Advisors, INC | 0.09% | Reduce -2.0% | 6,470 | $640K |
| Cambridge Advisors Inc. | 0.11% | No change | 6,458 | $639K |
| Truefg, LLC | 0.15% | Reduce -0.2% | 6,438 | $637K |
| Cooper Financial Group | 0.05% | Add +70.5% | 6,416 | $635K |
| Uptick Partners, LLC | 0.10% | Add +51.5% | 6,399 | $633K |
| KERR FINANCIAL PLANNING Corp | 0.70% | Reduce -14.0% | 6,381 | $631K |
| JNBA Financial Advisors | 0.05% | Reduce -80.4% | 6,373 | $631K |
| Revolve Wealth Partners, LLC | 0.07% | Add +0.0% | 6,349 | $628K |
| Stone House Investment Management, LLC | 0.08% | Reduce -29.4% | 6,346 | $628K |
| Andina Capital Management, LLC | 1.03% | Reduce -92.0% | 6,321 | $626K |
| RW Investment Management LLC | 0.05% | Add +36.5% | 6,311 | $625K |
| Blue Edge Capital, LLC | 0.07% | Add +17.8% | 6,302 | $624K |
| Isthmus Partners, LLC | 0.06% | Reduce -6.0% | 6,290 | $623K |
| Gallagher Capital Advisors, LLC | 0.36% | Reduce -16.8% | 6,264 | $620K |
| Central Pacific Bank - Trust Division | 0.07% | No change | 6,257 | $619K |
| Five Oceans Advisors | 0.20% | Reduce -33.5% | 6,238 | $617K |
| Dover Advisors, LLC | 0.25% | No change | 6,179 | $617K |
| MSH Capital Advisors LLC | 0.11% | Reduce -2.0% | 6,227 | $616K |
| TMB Capital Partners, LLC | 0.19% | Reduce -2.5% | 6,185 | $612K |
| Zinnia Wealth Advisory, LLC | 0.62% | Reduce -0.8% | 6,173 | $611K |
| Texas Yale Capital Corp. | 0.01% | Add +12.8% | 6,148 | $609K |
| Maseco LLP | 0.02% | Add +0.1% | 6,145 | $608K |
| Pennington Partners & Co., LLC | 0.19% | Reduce -1.5% | 6,132 | $607K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.02% | No change | 6,124 | $606K |
| MidAtlantic Capital Management, Inc. | 0.38% | Add +27.9% | 6,105 | $604K |
| Shepherd Financial Partners LLC | 0.05% | Reduce -25.6% | 6,010 | $595K |
| Beta Wealth Group, Inc. | 0.22% | Reduce -1.1% | 5,982 | $592K |
| Bfsg, LLC | 0.05% | Add +4.2% | 5,980 | $592K |
| Crewe Advisors LLC | 0.04% | No change | 5,973 | $591K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +6.2% | 5,955 | $589K |
| Huntington National Bank | 0.00% | No change | 5,952 | $589K |
| Uptown Financial Advisors LLC | 0.43% | Add +0.0% | 5,914 | $585K |
| Fidelis Capital Partners, LLC | 0.03% | No change | 5,911 | $585K |
| Calton & Associates, Inc. | 0.09% | Reduce -1.8% | 5,878 | $582K |
| Tilson Financial Group, Inc. | 0.16% | Add +0.0% | 5,872 | $581K |
| SWP Financial LLC | 0.27% | Reduce -3.5% | 5,869 | $581K |
| Axim Planning & Wealth | 0.82% | Reduce -8.8% | 5,835 | $578K |
| Roberts Financial Services LLC | 0.17% | Reduce -3.3% | 5,814 | $575K |
| Redwood Investment Management, LLC | 0.06% | Reduce -13.1% | 5,813 | $575K |
| Halbert Hargrove Global Advisors, LLC | 0.02% | Add +23.5% | 5,774 | $572K |
| Strategic Financial Services, Inc. | 0.03% | No change | 5,765 | $571K |
| Oak Associates Ltd. | 0.03% | No change | 5,751 | $569K |
| LCW Services, LLC | 0.25% | Add +1.7% | 5,748 | $569K |
| Farrell Financial LLC | 0.31% | Reduce -8.7% | 5,736 | $568K |
| Power Wealth Management LLC | 0.20% | Add +4.9% | 5,735 | $568K |
| Partners in Financial Planning | 0.09% | Add +0.3% | 5,730 | $567K |
| Planwiser Financial, LLC | 0.39% | Reduce -21.8% | 5,721 | $566K |
| Palumbo Wealth Management LLC | 0.12% | Reduce -0.4% | 5,710 | $565K |
| Asset Allocation & Management Company, LLC | 0.18% | No change | 5,692 | $563K |
| Acorn Wealth Advisors, LLC | 0.14% | Reduce -28.2% | 5,678 | $562K |
| Sharkey, Howes & Javer | 0.07% | Reduce -2.9% | 5,662 | $560K |
| Flputnam Investment Management Co. | 0.01% | Reduce -2.1% | 5,623 | $558K |
| Genesis Wealth Advisors, LLC | 0.33% | Reduce -9.9% | 5,633 | $558K |
| WealthCare Investment Partners, LLC | 0.13% | Add +18.3% | 5,602 | $555K |
| Members Wealth LLC | 0.30% | Reduce -16.3% | 5,598 | $554K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.04% | Add +1.8% | 5,580 | $552K |
| William John Sempolinski | 0.22% | Reduce -1.6% | 5,528 | $547K |
| United Bank | 0.17% | Reduce -4.6% | 5,528 | $547K |
| Courier Capital LLC | 0.03% | No change | 5,524 | $547K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Add +23.6% | 5,482 | $543K |
| Wealthfront Advisers LLC | 0.00% | Add +16.7% | 5,474 | $542K |
| Cottage Street Advisors LLC | 0.21% | Add +28.6% | 5,468 | $541K |
| Haverford Trust Co | 0.00% | Add +33.0% | 5,454 | $540K |
| Sunpointe, LLC | 0.15% | New | 5,450 | $539K |
| Strengthening Families & Communities, LLC | 0.12% | Reduce -4.3% | 5,426 | $537K |
| Timber Creek Capital Management LLC | 0.11% | No change | 5,410 | $535K |
| Seascape Capital Management | 0.13% | No change | 5,370 | $532K |
| Central Valley Advisors, LLC | 0.14% | Reduce -4.2% | 5,368 | $531K |
| Lantern Wealth Advisors, LLC | 0.24% | Add +3.5% | 5,348 | $529K |
| Sprott Inc. | 0.02% | Add +0.0% | 5,321 | $527K |
| Graetz Wealth LLC | 0.42% | New | 5,274 | $522K |
| Choate Investment Advisors | 0.01% | Reduce -17.4% | 5,264 | $521K |
| Moneco Advisors, LLC | 0.03% | Add +31.3% | 5,259 | $521K |
| Proffitt & Goodson Inc. | 0.07% | Reduce -0.1% | 5,248 | $519K |
| Palisade Asset Management, LLC | 0.05% | No change | 5,226 | $517K |
| Attessa Capital LLC | 0.23% | Add +5.7% | 5,206 | $515K |
| Warner Financial, Inc. | 0.15% | Add +0.0% | 5,194 | $514K |
| Roger Wittlin Investment Advisory, LLC | 0.40% | Add +1.0% | 5,163 | $511K |
| Bogart Wealth, LLC | 0.02% | Reduce -1.8% | 5,159 | $511K |
| FAS Wealth Partners, Inc. | 0.03% | Reduce -2.5% | 5,142 | $509K |
| Foundation Wealth Management, LLC\PA | 0.15% | Add +44.5% | 5,130 | $508K |
| Ameraudi Asset Management, Inc. | 0.23% | New | 5,129 | $508K |
| Gradient Capital Advisors, LLC | 0.12% | Add +2.6% | 5,107 | $505K |
| Florida Financial Advisors, LLC | 0.08% | Add +46.4% | 5,030 | $498K |
| AssuredPartners Investment Advisors, LLC | 0.05% | New | 5,020 | $497K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -9.4% | 5,003 | $495K |
| Hopwood Nicholas Hunter | 0.14% | Reduce -57.6% | 4,992 | $494K |
| Selective Wealth Management, Inc. | 0.13% | Reduce -2.4% | 5,029 | $494K |
| First Financial Bank - Trust Division | 0.04% | Add +9.8% | 4,988 | $494K |
| Clare Market Investments LLC | 0.09% | Reduce -12.7% | 4,985 | $493K |
| Centennial Bank | 0.16% | Reduce -5.8% | 4,964 | $491K |
| Larch Capital Partners LLC | 0.07% | Add +0.8% | 4,955 | $490K |
| BlueStem Wealth Partners, LLC | 0.05% | Reduce -3.2% | 4,952 | $490K |
| Balanced Rock Investment Advisors LLC | 0.31% | Reduce -5.0% | 4,949 | $490K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Add +6.6% | 4,946 | $490K |
| Chapin Davis, Inc. | 0.09% | Reduce -1.3% | 4,941 | $489K |
| Resurgent Financial Advisors LLC | 0.14% | Add +1.9% | 4,937 | $489K |
| Tailwinds Wealth, LLC | 0.29% | New | 4,932 | $488K |
| Promethium Advisors,llc | 0.23% | New | 4,892 | $484K |
| Gray Private Wealth, LLC | 0.21% | Add +6.5% | 4,886 | $484K |
| Shaker Investments LLC | 0.17% | New | 4,881 | $483K |
| Broussard Financial Group LLC | 0.39% | New | 4,879 | $483K |
| Glass Jacobson Investment Advisors llc | 0.15% | Add +81.3% | 4,871 | $482K |
| Cornerstone Planning Group LLC | 0.06% | Reduce -8.0% | 4,935 | $482K |
| True Link Financial Advisors, LLC | 0.03% | No change | 4,860 | $481K |
| Brasada Capital Management, LP | 0.09% | Reduce -21.6% | 4,837 | $479K |
| Capital Advisors, Ltd. LLC | 0.05% | Add +0.1% | 4,827 | $478K |
| Continuum Advisory, LLC | 0.04% | Reduce -7.0% | 4,825 | $478K |
| Vontobel Holding Ltd. | 0.00% | Add +7.6% | 4,820 | $477K |
| Brandywine Oak Private Wealth LLC | 0.04% | No change | 4,817 | $477K |
| Oath Planning, LLC | 0.35% | Add +8.3% | 4,801 | $475K |
| Root Financial Partners, LLC | 0.02% | Add +176.9% | 4,796 | $475K |
| Manufacturers Life Insurance Company, The | 0.00% | No change | 4,763 | $471K |
| Claro Advisors Inc. | 0.05% | Add +28.9% | 4,715 | $467K |
| Redhawk Wealth Advisors, Inc. | 0.05% | Add +68.3% | 4,713 | $466K |
| Freedom Investment Management, Inc. | 0.13% | Reduce -40.9% | 4,683 | $464K |
| Prudential PLC | 0.00% | Reduce -47.2% | 4,675 | $463K |
| Traynor Capital Management, Inc. | 0.02% | Reduce -14.0% | 4,666 | $462K |
| IMA Advisory Services, Inc. | 0.03% | Add +671.7% | 4,661 | $461K |
| Heartland Bank & Trust Co | 0.10% | No change | 4,655 | $461K |
| TSA Wealth Managment LLC | 0.13% | Add +1.0% | 4,641 | $459K |
| Legacy Capital Wealth Partners, LLC | 0.09% | Add +13.8% | 4,632 | $458K |
| Boston Research & Management Inc. | 0.10% | Reduce -3.3% | 4,628 | $458K |
| Community Bank & Trust, Waco, Texas | 0.08% | Add +8.9% | 4,613 | $457K |
| Weaver Consulting Group | 0.09% | Add +4.6% | 4,610 | $456K |
| Ridge Creek Global, Inc | 0.35% | No change | 4,601 | $455K |
| Presper Financial Architects, LLC | 0.24% | Reduce -68.5% | 4,578 | $453K |
| BG Investment Services, LLC | 0.32% | Reduce -3.7% | 4,556 | $451K |
| Dale Q Rice Investment Management Ltd | 0.24% | Reduce -3.7% | 4,555 | $451K |
| Pioneer Wealth Management Group | 0.11% | New | 4,555 | $451K |
| White Lighthouse Investment Management Inc. | 0.06% | Reduce -1.1% | 4,554 | $451K |
| Cascade Financial Partners, LLC | 0.04% | No change | 4,552 | $451K |
| Kestra Investment Management, LLC | 0.01% | New | 4,545 | $450K |
| Joel Isaacson & Co., LLC | 0.01% | Add +0.9% | 4,543 | $450K |
| Quadcap Wealth Management, LLC | 0.04% | Add +2.9% | 4,487 | $444K |
| Inspire Trust Co, N.A. | 0.06% | No change | 4,486 | $444K |
| Noble Family Wealth, LLC | 0.08% | Reduce -54.6% | 4,475 | $443K |
| Valley Financial Group, Inc. | 0.22% | No change | 4,441 | $440K |
| Sonata Capital Group Inc. | 0.14% | No change | 4,423 | $438K |
| Hilltop Partners LLC | 0.11% | Reduce -10.9% | 4,423 | $438K |
| Abel Hall, LLC | 0.08% | Reduce -1.1% | 4,417 | $437K |
| Uniting Wealth Partners, LLC | 0.09% | Reduce -0.6% | 4,415 | $437K |
| MBL Wealth, LLC | 0.03% | Reduce -1.4% | 4,399 | $435K |
| Romano Brothers and Company | 0.04% | Reduce -4.4% | 4,373 | $433K |
| Peak Wealth Management LLC | 0.30% | Add +4.5% | 4,331 | $429K |
| Burney Co./ | 0.01% | Add +20.2% | 4,325 | $428K |
| Callan Family Office, LLC | 0.01% | Add +16.6% | 4,321 | $428K |
| Insight Wealth Partners, LLC | 0.06% | Reduce -7.6% | 4,315 | $427K |
| Silver Oak Securities, Incorporated | 0.03% | Add +37.8% | 4,264 | $422K |
| Bright Futures Wealth Management, LLC. | 0.27% | Add +0.8% | 4,260 | $422K |
| First Command Advisory Services, Inc. | 0.00% | Add +961.0% | 4,244 | $420K |
| FWG Holdings, LLC | 0.15% | Add +0.7% | 4,310 | $420K |
| Hills Bank & Trust Co | 0.02% | Add +79.7% | 4,216 | $417K |
| Winthrop Advisory Group LLC | 0.03% | Reduce -47.1% | 4,215 | $417K |
| Barnes Dennig Private Wealth Management LLC | 0.33% | Add +8.6% | 4,201 | $416K |
| Life Planning Partners, Inc | 0.31% | Add +18.1% | 4,199 | $416K |
| Carmel Capital Partners, LLC | 0.14% | Reduce -59.4% | 4,196 | $415K |
| New World Advisors LLC | 0.07% | Add +0.2% | 4,174 | $413K |
| Werba Rubin Papier Wealth Management | 0.05% | New | 4,173 | $413K |
| Fourth Dimension Wealth, LLC | 0.13% | Add +10.7% | 4,162 | $412K |
| Hanson & Doremus Investment Management | 0.04% | Reduce -4.6% | 4,156 | $411K |
| Synergy Financial Group, LTD | 0.30% | No change | 4,150 | $411K |
| Johnson Bixby & Associates, LLC | 0.05% | No change | 4,138 | $410K |
| Altura Wealth Advisors Inc. | 0.14% | Add +9.1% | 4,137 | $409K |
| Avenir Corp. | 0.05% | New | 4,084 | $404K |
| Patten & Patten Inc. | 0.02% | Reduce -2.9% | 4,082 | $404K |
| WealthCollab, LLC | 0.15% | No change | 4,082 | $404K |
| Heritage Wealth Advisors | 0.01% | Reduce -18.8% | 4,075 | $403K |
| Missouri Trust & Investment Co | 0.11% | Add +39.6% | 4,142 | $403K |
| Consolidated Portfolio Review Corp | 0.03% | Add +14.3% | 4,048 | $401K |
| Pine Ridge Advisers LLC | 0.02% | Add +14.3% | 4,048 | $401K |
| Manuka Financial, LLC | 0.21% | Add +1.0% | 4,017 | $398K |
| Alliance Wealth Advisors, LLC | 0.07% | Reduce -43.1% | 4,011 | $397K |
| Vision Financial Markets LLC | 0.34% | No change | 4,000 | $396K |
| Torrey-Payne Wealth Management, LLC | 0.33% | No change | 4,000 | $396K |
| Gouws Capital LLC | 0.18% | No change | 4,000 | $396K |
| Ewa, LLC | 0.07% | New | 3,999 | $396K |
| CJM Wealth Advisers, Ltd. | 0.10% | Reduce -7.4% | 3,996 | $396K |
| Verus Capital Partners, LLC | 0.02% | Add +12.3% | 3,991 | $395K |
| German American Bancorp, Inc. | 0.03% | Reduce -36.7% | 3,980 | $394K |
| Advisory Resource Group | 0.06% | Add +56.6% | 3,977 | $394K |
| Centric Wealth Management | 0.06% | No change | 3,987 | $393K |
| Lewis Asset Management, LLC | 0.14% | Add +2.6% | 3,970 | $393K |
| Waystone Advisors LLC | 0.29% | Add +6.8% | 3,970 | $393K |
| One Wealth Management Investment & Advisory Services, LLC | 0.41% | Add +67.2% | 3,968 | $393K |
| Trust Co of the South | 0.06% | No change | 3,958 | $392K |
| W Advisors, LLC | 0.18% | Add +9.5% | 3,949 | $391K |
| North Dallas Bank & Trust Co. | 0.23% | Reduce -1.3% | 3,940 | $390K |
| Associated Banc-Corp | 0.01% | Reduce -35.9% | 3,938 | $390K |
| Brickley Wealth Management | 0.06% | Add +4.4% | 3,934 | $389K |
| Portus Wealth Advisors, LLC | 0.32% | Reduce -6.1% | 3,915 | $388K |
| Firethorn Wealth Partners, LLC | 0.12% | Reduce -20.3% | 3,902 | $386K |
| Coastal Bridge Advisors, LLC | 0.02% | Add +0.7% | 3,897 | $386K |
| First National Bank & Trust Co. of Newtown | 0.08% | New | 3,960 | $386K |
| Moors & Cabot, Inc. | 0.01% | Add +88.8% | 3,894 | $385K |
| Ssa Swiss Advisors AG | 0.14% | No change | 3,890 | $385K |
| Portside Wealth Group, LLC | 0.04% | New | 3,884 | $384K |
| Summit Financial Strategies, Inc. | 0.03% | Reduce -21.1% | 3,868 | $383K |
| American Trust | 0.03% | Reduce -1.4% | 3,861 | $382K |
| Birch Financial Group, LLC | 0.20% | Reduce -8.7% | 3,833 | $379K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 3,829 | $379K |
| Woodside Wealth Management LLC | 0.26% | Add +3.7% | 3,811 | $377K |
| HFG Wealth Management, LLC | 0.38% | Reduce -49.1% | 3,806 | $377K |
| HCR Wealth Advisors | 0.03% | No change | 3,795 | $376K |
| Advance Capital Management, Inc. | 0.01% | Add +0.6% | 3,790 | $375K |
| Diversified Portfolios, Inc. | 0.03% | Reduce -5.3% | 3,779 | $374K |
| Tudor Investment Corporation | 0.00% | Reduce -71.8% | 3,774 | $374K |
| XY Planning Network, Inc. | 0.05% | Reduce -9.5% | 3,736 | $370K |
| Krilogy Financial LLC | 0.01% | Reduce -0.1% | 3,735 | $370K |
| Financial Sense Advisors, Inc. | 0.08% | Add +0.1% | 3,732 | $369K |
| KLCM Advisors, Inc. | 0.03% | Add +5.3% | 3,729 | $369K |
| Cornerstone Financial Group, LLC | 0.23% | No change | 3,724 | $369K |
| Ssi Investment Management LLC | 0.13% | No change | 3,720 | $368K |
| Creative Capital Management Investments LLC | 0.08% | No change | 3,716 | $368K |
| Carter Financial Group, INC. | 0.19% | Add +5.3% | 3,712 | $367K |
| CAP Partners, LLC | 0.18% | Reduce -89.7% | 3,698 | $366K |
| Storgate, LLC | 0.08% | New | 3,698 | $366K |
| Note Advisors, LLC | 0.16% | Add +1.0% | 3,695 | $366K |
| Sykon Capital LLC | 0.11% | Add +0.1% | 3,688 | $365K |
| Sentinel Pension Advisors, LLC | 0.05% | Reduce -7.2% | 3,717 | $365K |
| Rothschild Investment LLC | 0.01% | Add +0.0% | 3,687 | $365K |
| Financial Consulate, Inc. | 0.04% | No change | 3,683 | $365K |
| Montag A & Associates Inc. | 0.02% | No change | 3,679 | $364K |
| Evolution Wealth Advisors, LLC | 0.04% | New | 3,677 | $364K |
| SOA Wealth Advisors, LLC. | 0.06% | Reduce -2.0% | 3,676 | $364K |
| Strategic Investment Solutions, Inc. | 0.08% | No change | 3,674 | $364K |
| 4WEALTH Advisors, Inc. | 0.28% | Reduce -5.4% | 3,642 | $362K |
| Hohimer Wealth Management, LLC | 0.04% | New | 3,653 | $362K |
| Financial Management Network Inc. | 0.05% | Add +15.8% | 3,664 | $360K |
| Northstar Group, Inc. | 0.05% | No change | 3,630 | $359K |
| SIH Partners, LLLP | 0.01% | No change | 3,620 | $358K |
| Plum Street Advisors, LLC | 0.11% | Reduce -1.9% | 3,611 | $357K |
| Beacon Financial Group | 0.03% | Reduce -31.4% | 3,609 | $357K |
| Centaurus Financial, Inc. | 0.01% | Add +9.8% | 3,606 | $357K |
| Philip James Wealth Mangement, LLC | 0.04% | No change | 3,603 | $357K |
| Endowment Wealth Management, Inc. | 0.14% | Add +5.5% | 3,580 | $354K |
| Rockland Trust Co. | 0.01% | Reduce -58.0% | 3,579 | $354K |
| Peregrine Asset Advisers, Inc. | 0.08% | Reduce -0.4% | 3,578 | $354K |
| Buttonwood Financial Group, LLC | 0.20% | New | 3,574 | $354K |
| Waters Parkerson & Co., LLC | 0.02% | Reduce -1.4% | 3,570 | $353K |
| GAMMA Investing LLC | 0.01% | Add +993.6% | 3,565 | $353K |
| SeaCrest Wealth Management, LLC | 0.04% | Add +36.4% | 3,557 | $352K |
| Apeiron RIA LLC | 0.09% | Add +6.4% | 3,556 | $352K |
| Everhart Financial Group, Inc. | 0.02% | Add +3.7% | 3,551 | $351K |
| Northwest Wealth Advisors, LLC | 0.20% | Add +61.1% | 3,528 | $349K |
| Rockingstone Advisors LLC | 0.14% | No change | 3,500 | $346K |
| Symphony Financial, Ltd. Co. | 0.04% | Add +20.6% | 3,466 | $344K |
| Trek Financial, LLC | 0.02% | Reduce -98.7% | 3,468 | $343K |
| Wood Tarver Financial Group, LLC | 0.08% | Reduce -17.0% | 3,469 | $343K |
| Topsail Wealth Management, LLC | 0.04% | Add +1.0% | 3,455 | $342K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 3,449 | $341K |
| Impact Partnership Wealth, LLC | 0.03% | Add +27.2% | 3,446 | $341K |
| Ascentis Wealth Management, LLC | 0.06% | Reduce -5.2% | 3,440 | $341K |
| Silverleafe Capital Partners, LLC | 0.09% | Reduce -0.1% | 3,445 | $341K |
| Brand Asset Management Group, Inc. | 0.08% | New | 3,433 | $340K |
| Marino, Stram & Associates LLC | 0.05% | Add +5.6% | 3,430 | $340K |
| Stephenson & Company, Inc. | 0.16% | No change | 3,422 | $339K |
| Cutler Investment Counsel LLC | 0.03% | Add +1.7% | 3,393 | $336K |
| Segment Wealth Management, LLC | 0.02% | Add +3.4% | 3,392 | $336K |
| 25 LLC | 0.09% | No change | 3,391 | $336K |
| Karpus Management, Inc. | 0.01% | No change | 3,385 | $335K |
| Everstar Asset Management, LLC | 0.16% | New | 16,597 | $335K |
| Linden Thomas Advisory Services, LLC | 0.03% | Add +23.0% | 3,356 | $332K |
| KPP Advisory Services LLC | 0.04% | Reduce -3.6% | 3,350 | $332K |
| Rise Advisors, LLC | 0.09% | Add +12.3% | 3,344 | $331K |
| Financial Management Professionals, Inc. | 0.03% | Add +0.1% | 3,336 | $330K |
| Westshore Wealth, LLC | 0.10% | Reduce -1.6% | 3,334 | $330K |
| Leading Edge Financial Planning LLC | 0.06% | Add +45.2% | 3,329 | $330K |
| St Germain D J Co. Inc. | 0.01% | Add +102.9% | 3,320 | $329K |
| First Heartland Consultants, Inc. | 0.02% | Add +7.2% | 3,312 | $328K |
| 10Elms LLP | 0.15% | Add +45.1% | 3,302 | $327K |
| Petix & Botte Co | 0.07% | Add +95.4% | 3,296 | $326K |
| Clearstead Trust, LLC | 0.04% | No change | 3,268 | $323K |
| Index Technologies Group LLC | 0.26% | New | 3,264 | $323K |
| Quantum Portfolio Management LLC | 0.12% | New | 3,264 | $323K |
| SHP Wealth Management | 0.02% | Add +112.7% | 3,254 | $322K |
| Middleton & Co. Inc. | 0.03% | No change | 3,250 | $322K |
| Creative Financial Designs Inc. | 0.02% | Add +7.8% | 3,249 | $322K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Add +21.2% | 3,233 | $320K |
| Jim Saulnier & Associates, LLC | 0.13% | New | 3,231 | $320K |
| Alerus Financial NA | 0.01% | Reduce -18.0% | 3,221 | $319K |
| Capital Asset Managemnet, LLC | 0.72% | Reduce -76.3% | 3,220 | $319K |
| Tempus Wealth Planning, LLC | 0.06% | No change | 3,212 | $318K |
| Riverbend Wealth Management, LLC | 0.16% | No change | 3,198 | $317K |
| Meadow Creek Wealth Advisors LLC | 0.19% | No change | 3,168 | $314K |
| Traub Capital Management LLC | 0.28% | Reduce -2.9% | 3,160 | $313K |
| 21 West Wealth Management LLC | 0.27% | Add +1.9% | 3,138 | $311K |
| Financial Life Advisors | 0.09% | New | 3,137 | $311K |
| Stelac Advisory Services LLC | 0.06% | No change | 3,136 | $310K |
| Strategic Investment Advisors / MI | 0.02% | Add +4.1% | 3,128 | $310K |
| Voisard Asset Management Group, Inc. | 0.06% | Reduce -44.3% | 3,107 | $308K |
| Old Mission Investment Co LLC | 0.06% | Reduce -1.8% | 3,104 | $307K |
| RDA Financial Network | 0.07% | New | 3,089 | $306K |
| Pines Wealth Management, LLC | 0.09% | Add +13.9% | 3,063 | $303K |
| Tyche Wealth Partners LLC | 0.04% | Add +18.8% | 3,061 | $303K |
| Wincap Financial LLC | 0.16% | Reduce -2.5% | 3,059 | $303K |
| Caerus Investment Advisors, LLC | 0.10% | Add +20.9% | 3,047 | $302K |
| HFG Advisors, Inc. | 0.19% | No change | 3,044 | $301K |
| Trust Co. of Vermont | 0.01% | — | 3,043 | $301K |
| Lee Danner & Bass Inc. | 0.02% | No change | 3,042 | $301K |
| Millstone Evans Group, LLC | 0.16% | Reduce -0.5% | 3,011 | $298K |
| Gables Capital Management Inc. | 0.11% | No change | 3,000 | $297K |
| Commerce Advisors, LLC | 0.16% | Reduce -8.8% | 2,995 | $296K |
| Odyssey Capital Advisors, Inc. | 0.21% | Reduce -2.0% | 2,990 | $296K |
| Chancellor Financial Group WB LP | 0.18% | Reduce -4.8% | 2,986 | $296K |
| Hardin Capital Partners, LLC | 0.14% | Reduce -9.7% | 2,971 | $294K |
| Retiremitten Financial LLC | 0.12% | Reduce -15.3% | 2,973 | $294K |
| Bank Ozk | 0.09% | Add +18.8% | 2,967 | $294K |
| Defined Wealth Management, LLC | 0.15% | Reduce -33.7% | 2,962 | $293K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.01% | Reduce -34.5% | 2,961 | $293K |
| LightSquare Wealth Management, LLC | 0.20% | New | 2,953 | $292K |
| Parkshore Wealth Management, Inc. | 0.08% | Reduce -3.1% | 2,950 | $292K |
| Coppell Advisory Solutions LLC | 0.02% | New | 1,217 | $292K |
| Reyes Financial Architecture, Inc. | 0.16% | Reduce -68.6% | 2,944 | $291K |
| Allianz Asset Management GmbH | 0.00% | Reduce -10.6% | 2,932 | $290K |
| Parcion Private Wealth LLC | 0.02% | Reduce -1.2% | 2,921 | $289K |
| Trueblood Wealth Management, LLC | 0.10% | Add +14.7% | 2,905 | $288K |
| Ergawealth Advisors, Inc. | 0.11% | Reduce -1.2% | 2,905 | $288K |
| Noesis Capital Mangement Corp. | 0.03% | Add +4.2% | 2,903 | $287K |
| Castle Wealth Management LLC | 0.09% | New | 2,902 | $287K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 2,900 | $287K |
| Everett Harris & Co. | 0.00% | No change | 2,892 | $286K |
| Lauer Wealth, LLC | 0.20% | Add +0.9% | 2,920 | $286K |
| Parr McKnight Wealth Management Group, LLC | 0.03% | Add +0.3% | 2,889 | $286K |
| Cypress Wealth Services, LLC | 0.03% | Reduce -3.3% | 2,857 | $283K |
| BNC Wealth Management, LLC | 0.07% | No change | 2,853 | $282K |
| FSM Wealth Advisors, LLC | 0.03% | Reduce -2.0% | 2,849 | $282K |
| Elite Financial, Inc. | 0.11% | Reduce -0.6% | 2,850 | $282K |
| Operose Advisors LLC | 0.05% | Add +193.5% | 2,847 | $282K |
| Anchor Capital Advisors LLC | 0.01% | Reduce -19.7% | 2,840 | $281K |
| Pension & Wealth Management Advisors, Inc. | 0.08% | Add +16.6% | 2,823 | $280K |
| Stordahl Capital Management, Inc. | 0.05% | Reduce -2.9% | 2,818 | $279K |
| Echo45 Advisors LLC | 0.14% | No change | 2,815 | $279K |
| Anchor Investment Management, LLC | 0.02% | Add +3.0% | 2,808 | $278K |
| Courage Miller Partners, LLC | 0.07% | No change | 2,805 | $278K |
| Cadinha & Co. LLC | 0.04% | Add +6.0% | 2,804 | $278K |
| Kiley Juergens Wealth Management, LLC | 0.04% | Reduce -4.7% | 2,792 | $276K |
| Benin Management CORP | 0.06% | No change | 2,792 | $276K |
| Phocas Financial Corp. | 0.04% | No change | 2,791 | $276K |
| Stonebridge Capital Advisors LLC | 0.02% | Reduce -0.5% | 2,785 | $276K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.10% | Add +2.7% | 2,783 | $275K |
| Braun-Bostich & Associates Inc. | 0.15% | Add +0.1% | 2,774 | $275K |
| Hilltop Wealth Advisors, LLC | 0.14% | New | 2,768 | $274K |
| ARS Wealth Advisors Group, LLC | 0.02% | Add +5.9% | 2,758 | $273K |
| Quent Capital, LLC | 0.02% | Add +2315.8% | 2,754 | $273K |
| Financial Advisors Network, Inc. | 0.03% | Add +15.1% | 2,749 | $272K |
| Duncker Streett & Co. Inc. | 0.05% | No change | 2,735 | $271K |
| Pine Haven Investment Counsel, Inc | 0.18% | Reduce -20.2% | 2,729 | $270K |
| Wolff Wiese Magana LLC | 0.12% | Add +0.0% | 2,727 | $270K |
| Lyell Wealth Management, LP | 0.02% | Add +23.9% | 2,720 | $269K |
| Adirondack Capital Advisors, LLC | 0.14% | Add +11.0% | 2,719 | $269K |
| New Republic Capital, LLC | 0.06% | Add +0.9% | 2,713 | $269K |
| Schneider Downs Wealth Management Advisors, LP | 0.03% | New | 2,691 | $266K |
| WP Advisors, LLC | 0.06% | Add +1.0% | 2,691 | $266K |
| Wetzel Investment Advisors, Inc. | 0.09% | Reduce -12.3% | 2,682 | $265K |
| Hobbs Group Advisors, LLC | 0.07% | Reduce -28.3% | 2,667 | $264K |
| Howard Financial Services, LTD. | 0.03% | Add +0.6% | 2,662 | $264K |
| Entrust Financial LLC | 0.17% | Add +1.0% | 2,640 | $261K |
| Wellington Shields Capital Management, LLC | 0.03% | No change | 2,631 | $260K |
| Linscomb Wealth, Inc. | 0.01% | Reduce -95.8% | 2,625 | $260K |
| Orca Investment Management, LLC | 0.19% | New | 2,619 | $259K |
| Holistic Financial Partners | 0.16% | Reduce -1.9% | 2,613 | $259K |
| Northstar Financial Companies, Inc. | 0.17% | Add +0.8% | 2,610 | $258K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -31.0% | 2,605 | $258K |
| Hexagon Capital Partners LLC | 0.04% | Add +0.0% | 2,606 | $258K |
| Thomasville National Bank | 0.01% | — | 2,605 | $258K |
| Prudent Man Advisors, LLC | 0.06% | Add +13.1% | 2,598 | $257K |
| Maltin Wealth Management, Inc. | 0.09% | Add +6.9% | 2,595 | $257K |
| Selby Wealth Management, LLC | 0.09% | Reduce -14.5% | 2,586 | $256K |
| Aft, Forsyth & Company, Inc. | 0.12% | Add +0.1% | 2,585 | $256K |
| Three Bearings Fiduciary Advisors, Inc. | 0.23% | No change | 2,585 | $256K |
| DB&C Advisors, LLC | 0.28% | Reduce -4.3% | 2,583 | $256K |
| Protective Life Corp. | 1.83% | No change | 2,581 | $255K |
| Fidelity D & D Bancorp Inc. | 0.09% | No change | 2,571 | $254K |
| Chilton Capital Management LLC | 0.01% | No change | 2,570 | $254K |
| Bravias Capital Group, LLC | 0.15% | Reduce -15.3% | 2,566 | $254K |
| Founders Financial Alliance, LLC | 0.03% | Reduce -3.5% | 2,565 | $254K |
| Icon Wealth Advisors, LLC | 0.02% | Add +18.2% | 2,564 | $254K |
| Syverson Strege & Co | 0.06% | Add +0.8% | 2,562 | $254K |
| Two West Capital Advisors LLC | 0.13% | Reduce -22.9% | 2,583 | $253K |
| Strategent Financial, LLC | 0.15% | Reduce -21.6% | 2,550 | $252K |
| McElhenny Sheffield Capital Management, LLC | 0.06% | Reduce -3.4% | 2,545 | $252K |
| Harbour Capital Advisors, LLC | 0.05% | Add +10.1% | 2,560 | $251K |
| Ballast Rock Private Wealth LLC | 0.12% | New | 2,524 | $250K |
| OMNI 360 Wealth, Inc. | 0.11% | New | 2,509 | $248K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.04% | Add +0.2% | 2,506 | $248K |
| TL Private Wealth | 0.09% | New | 2,525 | $248K |
| Landing Point Financial Group, LLC | 0.08% | Reduce -88.2% | 2,499 | $247K |
| Brady Martz Wealth Solutions, LLC | 0.04% | Add +4.7% | 2,497 | $247K |
| Boston Family Office LLC | 0.01% | No change | 2,500 | $247K |
| Ballentine Partners, LLC | 0.00% | Reduce -3.5% | 2,482 | $246K |
| Wealthgarden F.S. LLC | 0.14% | Add +17.9% | 2,463 | $244K |
| Allied Investment Advisors, LLC | 0.03% | Add +6.1% | 2,449 | $242K |
| Raab & Moskowitz Asset Management LLC | 0.05% | No change | 2,437 | $241K |
| West Branch Capital LLC | 0.06% | No change | 2,430 | $241K |
| WealthTrust Axiom LLC | 0.05% | No change | 2,423 | $240K |
| Brooklyn FI, LLC | 0.04% | New | 2,451 | $239K |
| Cary Street Partners Investment Advisory LLC | 0.05% | Reduce -50.7% | 2,414 | $239K |
| Tenzing Financial LLC | 0.16% | New | 2,418 | $239K |
| Addison Advisors LLC | 0.11% | Reduce -74.5% | 2,408 | $238K |
| Aull & Monroe Investment Management Corp | 0.10% | Reduce -0.2% | 2,404 | $238K |
| SilverOak Wealth Management LLC | 0.03% | No change | 2,390 | $237K |
| Essex Bank | 0.05% | Reduce -0.6% | 2,386 | $236K |
| David J Yvars Group | 0.12% | New | 2,383 | $236K |
| Signaturefd, LLC | 0.00% | Reduce -63.6% | 2,381 | $236K |
| MN Wealth Advisors, LLC | 0.10% | Add +4.0% | 2,381 | $236K |
| Taylor & Morgan Wealth Management, LLC | 0.12% | Add +0.8% | 2,379 | $235K |
| Mission Creek Capital Partners, Inc. | 0.04% | New | 2,379 | $235K |
| Silver Oak Advisory Group, Inc. | 0.09% | No change | 2,379 | $235K |
| Kings Path Partners LLC | 0.06% | Reduce -1.8% | 2,372 | $235K |
| Aspen Capital Management, LLC | 0.05% | Add +4.6% | 2,364 | $234K |
| Morris Financial Concepts, Inc. | 0.07% | Reduce -2.1% | 2,354 | $233K |
| Cahill Financial Advisors Inc. | 0.02% | Add +0.3% | 2,352 | $233K |
| UNIVEST FINANCIAL Corp | 0.01% | New | 2,331 | $231K |
| Old Port Advisors | 0.05% | Reduce -2.0% | 2,326 | $230K |
| Dogwood Wealth Management LLC | 0.09% | Reduce -48.0% | 2,325 | $230K |
| Cassilly Financial Group LLC | 0.17% | No change | 2,311 | $229K |
| Heritage Oak Wealth Advisors LLC | 0.07% | Add +11.2% | 2,302 | $228K |
| Portfolio Resources Advisor Group, Inc. | 0.19% | Reduce -90.5% | 2,294 | $227K |
| Obermeyer Wealth Partners | 0.01% | Reduce -5.7% | 2,290 | $227K |
| Magnus Financial Group LLC | 0.02% | Reduce -1.0% | 2,280 | $226K |
| Fortune Financial Advisors, LLC | 0.10% | No change | 2,271 | $225K |
| Brookwood Investment Group LLC | 0.03% | Reduce -50.8% | 2,270 | $225K |
| Silverlake Wealth Management LLC | 0.04% | Add +4.1% | 2,268 | $224K |
| Banque Pictet & Cie SA | 0.00% | No change | 2,261 | $224K |
| American Financial Advisors, LLC | 0.03% | Add +1.7% | 2,255 | $223K |
| Daner Wealth Management, LLC | 0.12% | No change | 2,280 | $223K |
| Certified Advisory Corp | 0.02% | Reduce -0.1% | 2,249 | $223K |
| Vermillion & White Wealth Management Group, LLC | 0.11% | New | 2,243 | $222K |
| Xxi Wealth, LLC | 0.10% | New | 2,240 | $222K |
| Innovative Asset Advisors Group, LLC | 0.10% | No change | 2,231 | $221K |
| Vestia Personal Wealth Advisors | 0.09% | Add +1.4% | 2,218 | $220K |
| 3EDGE Asset Management, LP | 0.01% | No change | 2,213 | $219K |
| Silver Oak Wealth Advisors Services, LLC | 0.13% | New | 2,212 | $219K |
| SageGuard Financial Group, LLC | 0.03% | Reduce -3.4% | 2,205 | $218K |
| Keystone Financial Group | 0.01% | Add +0.2% | 2,199 | $218K |
| Essex Financial Services, Inc. | 0.01% | Add +3.0% | 2,184 | $216K |
| Ring Mountain Capital, LLC | 0.09% | No change | 2,165 | $214K |
| Spreng Capital Management, Inc. | 0.08% | No change | 2,152 | $213K |
| ASL Financial, LLC | 0.15% | No change | 2,149 | $213K |
| Gradient Investments LLC | 0.00% | Reduce -7.9% | 2,147 | $213K |
| Annex Advisory Services, LLC | 0.00% | Reduce -14.1% | 2,139 | $212K |
| Invst, LLC | 0.02% | Add +0.4% | 2,134 | $211K |
| Keystone Wealth Services, LLC | 0.04% | New | 2,131 | $211K |
| Delta Financial Advisors LLC | 0.05% | Add +2.7% | 2,131 | $211K |
| Stevens Capital Partners | 0.04% | Reduce -56.7% | 2,128 | $211K |
| Hazlett, Burt & Watson, Inc. | 0.06% | Add +116.7% | 2,126 | $210K |
| Stonebridge Financial Group, LLC | 0.03% | — | 2,126 | $210K |
| New Capital Management LP | 0.05% | No change | 2,117 | $210K |
| CPR Investments Inc. | 0.16% | Reduce -72.2% | 2,109 | $209K |
| Capital Investment Counsel, Inc | 0.02% | No change | 2,100 | $208K |
| Essex LLC | 0.03% | Reduce -3.7% | 2,100 | $208K |
| Ballew Advisors, Inc | 0.11% | New | 2,103 | $207K |
| Diversified Management Inc. | 0.04% | No change | 2,095 | $207K |
| Trust Co. of Toledo NA | 0.02% | Add +2.9% | 2,084 | $206K |
| Pasadena Private Wealth, LLC | 0.03% | New | 2,083 | $206K |
| Rosenberg Matthew Hamilton | 0.04% | Reduce -13.9% | 2,082 | $206K |
| Elevation Wealth Management LLC | 0.15% | Reduce -52.6% | 2,073 | $205K |
| Wealth Architects, LLC | 0.02% | Add +0.6% | 2,072 | $205K |
| Naviter Wealth, LLC | 0.02% | New | 2,070 | $205K |
| Key Financial Inc | 0.03% | Reduce -35.1% | 2,069 | $205K |
| Towneley Capital Management, Inc / DE | 0.04% | No change | 2,066 | $204K |
| LaSalle St. Investment Advisors, LLC | 0.03% | Add +0.5% | 2,065 | $204K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.14% | New | 2,063 | $204K |
| Cape Cod Five Cents Savings Bank | 0.02% | — | 2,061 | $204K |
| Beacon Capital Management, LLC | 0.03% | Reduce -63.1% | 2,054 | $203K |
| Nicholas Wealth, LLC. | 0.11% | New | 2,052 | $203K |
| Benchmark Financial, LLC | 0.17% | Reduce -5.0% | 2,052 | $203K |
| Penney Financial, LLC | 0.07% | Reduce -95.5% | 2,049 | $203K |
| OneAscent Wealth Management LLC | 0.06% | Reduce -5.8% | 2,048 | $203K |
| Crescent Grove Advisors, LLC | 0.02% | Add +0.5% | 2,047 | $203K |
| Signature Estate & Investment Advisors LLC | 0.00% | Reduce -19.3% | 2,041 | $202K |
| Oakworth Capital, Inc. | 0.01% | Add +26.1% | 2,042 | $202K |
| Allegheny Financial Group | 0.02% | Add +0.8% | 2,032 | $201K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.04% | No change | 2,028 | $201K |
| Keener Financial Planning LLC | 0.07% | No change | 2,028 | $200K |
| Richards, Merrill & Peterson, Inc. | 0.06% | No change | 1,993 | $197K |
| Vanguard Advisers Inc. | 0.00% | Add +27.3% | 1,990 | $197K |
| Motco | 0.02% | Reduce -21.6% | 1,988 | $197K |
| Point Nemo Capital, LLC | 0.10% | New | 1,979 | $196K |
| FWL Investment Management, LLC | 0.04% | No change | 1,963 | $194K |
| Winch Advisory Services, LLC | 0.04% | Add +120.7% | 1,907 | $189K |
| Cape Investment Advisory, Inc. | 0.05% | Reduce -41.9% | 1,889 | $187K |
| Synergy Investment Management, LLC | 0.04% | Reduce -0.2% | 1,834 | $182K |
| Evolution Wealth Management Inc. | 0.11% | Add +86.9% | 1,826 | $181K |
| Independence Bank of Kentucky | 0.02% | Reduce -24.2% | 1,796 | $178K |
| Salomon & Ludwin, LLC | 0.01% | No change | 1,800 | $177K |
| Rice Partnership, LLC | 0.02% | No change | 1,769 | $175K |
| CNB Bank | 0.07% | Add +12.2% | 1,766 | $175K |
| Matrix Private Capital Group LLC | 0.08% | No change | 1,744 | $173K |
| Midwest Capital Advisors, LLC | 0.07% | Reduce -13.3% | 1,741 | $172K |
| Delta Asset Management LLC | 0.01% | Reduce -11.1% | 1,725 | $171K |
| CrossGen Wealth, LLC | 0.13% | Reduce -2.1% | 1,709 | $169K |
| Centerpoint Advisors, LLC | 0.05% | No change | 1,701 | $168K |
| Rossmore Private Capital | 0.01% | Reduce -27.4% | 1,692 | $167K |
| Crews Bank & Trust | 0.02% | Add +7.8% | 1,688 | $167K |
| BankChampaign, National Association | 0.13% | No change | 1,679 | $166K |
| Compass Financial Management LLC | 0.02% | — | 1,647 | $162K |
| Bank of New Hampshire | 0.03% | Reduce -1.8% | 1,625 | $161K |
| Angeles Wealth Management, LLC | 0.01% | Add +5.5% | 1,597 | $158K |
| HHM Wealth Advisors, LLC | 0.02% | Reduce -1.3% | 1,574 | $156K |
| Ameriflex Group, Inc. | 0.06% | Reduce -2.5% | 1,514 | $150K |
| Joseph Group Capital Management | 0.03% | Add +33.8% | 1,507 | $149K |
| Flagship Wealth Advisors, LLC | 0.03% | No change | 1,496 | $148K |
| Friedenthal Financial | 0.07% | Reduce -6.4% | 1,452 | $144K |
| Walsh & Associates, LLC | 0.12% | Add +105.4% | 1,444 | $143K |
| First Financial Corp. | 0.05% | No change | 1,436 | $142K |
| Bayban | 0.11% | No change | 1,426 | $141K |
| Oxford Financial Group, LTD. LLC | 0.01% | Add +23.6% | 1,368 | $135K |
| Valley Wealth Managers, Inc. | 0.01% | Add +13.5% | 1,359 | $134K |
| Pioneer Family Office, LLC | 0.07% | New | 1,309 | $130K |
| Indiana Trust & Investment Management Co | 0.04% | Add +3.0% | 1,297 | $128K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | No change | 1,290 | $128K |
| Pacifica Partners Inc. | 0.04% | Reduce -35.9% | 1,289 | $127K |
| Acropolis Investment Management, LLC | 0.01% | Reduce -51.9% | 1,274 | $126K |
| Integrity Financial Corp | 0.06% | No change | 1,267 | $125K |
| Caldwell Sutter Capital, Inc. | 0.05% | Reduce -11.8% | 1,261 | $125K |
| N.E.W. Advisory Services LLC | 0.01% | Add +1.0% | 1,204 | $119K |
| Pinney & Scofield, Inc. | 0.06% | No change | 1,192 | $118K |
| Richardson Capital Management LLC | 0.05% | Reduce -29.4% | 1,187 | $117K |
| Banque Cantonale Vaudoise | 0.00% | No change | 1,100 | $109K |
| Nemes Rush Group LLC | 0.01% | Add +4.5% | 1,091 | $108K |
| Consultiva Wealth Management, Corp. | 0.24% | Add +242.3% | 1,085 | $107K |
| Pflug Koory, LLC | 0.04% | Add +2.5% | 1,053 | $104K |
| Archer Investment Corp | 0.02% | Add +4.8% | 1,047 | $104K |
| Smallwood Wealth Investment Management, LLC | 0.04% | No change | 1,038 | $103K |
| Cranbrook Wealth Management, LLC | 0.02% | No change | 1,035 | $102K |
| Breakwater Investment Management | 0.03% | No change | 1,033 | $102K |
| Darwin Wealth Management, LLC | 0.03% | Reduce -2.4% | 1,032 | $102K |
| SkyView Investment Advisors, LLC | 0.08% | New | 1,000 | $99K |
| Mechanics Financial Corp | 0.04% | No change | 1,000 | $99K |
| Institute for Wealth Management, LLC. | 0.01% | New | 1,000 | $99K |
| Rialto Wealth Management, LLC | 0.02% | Reduce -7.4% | 992 | $98K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 988 | $98K |
| Biltmore Family Office, LLC | 0.01% | Reduce -4.9% | 973 | $96K |
| Bangor Savings Bank | 0.01% | No change | 960 | $95K |
| Ares Financial Consulting, LLC | 0.07% | No change | 945 | $94K |
| Planning Strategies Inc. | 0.06% | — | 945 | $94K |
| Eastern Bank | 0.00% | Reduce -8.1% | 934 | $92K |
| Granite FO LLC | 0.05% | No change | 903 | $89K |
| Evolution Advisers, Inc. | 0.03% | Add +50.0% | 900 | $89K |
| Medallion Wealth Advisors, LLC | 0.03% | Reduce -3.0% | 899 | $89K |
| Highline Wealth Partners LLC | 0.02% | Reduce -0.1% | 896 | $89K |
| Howe & Rusling Inc. | 0.00% | Reduce -63.3% | 805 | $80K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 805 | $80K |
| Beacon Financial Strategies CORP | 0.04% | New | 793 | $78K |
| Kozak & Associates, Inc. | 0.01% | Reduce -0.1% | 787 | $78K |
| Dorato Capital Management | 0.05% | No change | 748 | $73K |
| Tucker Asset Management LLC | 0.02% | Reduce -30.6% | 740 | $73K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | Add +0.1% | 736 | $73K |
| Cardiff Park Advisors, LLC | 0.01% | Reduce -57.0% | 730 | $72K |
| Toth Financial Advisory Corp. | 0.01% | Reduce -3.7% | 729 | $72K |
| Virginia Estate & Retirement Planning Advisors Inc. | 0.08% | Add +954.8% | 443 | $70K |
| Strategic Wealth Advisors LLC | 0.06% | Reduce -7.9% | 710 | $70K |
| Forum Finance Group S.A. | 0.03% | No change | 880 | $70K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -11.6% | 707 | $70K |
| Avalon Trust Co | 0.00% | No change | 700 | $69K |
| Basepoint Wealth LLC | 0.04% | Add +12.6% | 690 | $68K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 650 | $64K |
| Meramec Financial Planners, LLC | 0.02% | Add +137.1% | 645 | $63K |
| Vanguard National Trust Co | 0.00% | No change | 618 | $61K |
| Caitlin John, LLC | 0.03% | No change | 613 | $61K |
| Asset Dedication, LLC | 0.00% | Reduce -53.8% | 559 | $55K |
| Piscataqua Savings Bank | 0.04% | New | 551 | $55K |
| Navigoe, LLC | 0.03% | No change | 542 | $53K |
| Comprehensive Financial Planning, Inc. | 0.03% | Reduce -29.9% | 504 | $50K |
| Prestige Wealth Management Group LLC | 0.01% | Add +3450.0% | 497 | $49K |
| Manning & Napier Advisors LLC | 0.00% | No change | 473 | $47K |
| Hilltop National Bank | 0.01% | Add +114.1% | 471 | $47K |
| Financial Perspectives, Inc | 0.01% | Add +154.4% | 458 | $45K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 451 | $45K |
| Covestor Ltd | 0.02% | Add +9.2% | 439 | $43K |
| Signature Equity Partners, LLC | 0.02% | No change | 413 | $41K |
| Elevate Wealth Advisory, Inc. | 0.02% | Add +26.4% | 412 | $41K |
| AlphaCore Capital LLC | 0.00% | Add +24.9% | 406 | $40K |
| ESL Trust Services, LLC | 0.01% | Reduce -12.1% | 369 | $37K |
| Nepc LLC | 0.00% | New | 362 | $36K |
| Investors Research Corp | 0.01% | Add +73.4% | 352 | $35K |
| Networth Advisors, LLC | 0.02% | Reduce -65.5% | 351 | $35K |
| Boreal Capital Management LLC | 0.03% | New | 340 | $34K |
| Steph & Co. | 0.01% | No change | 340 | $34K |
| Roble, Belko & Company, Inc | 0.00% | No change | 334 | $33K |
| Copia Wealth Management | 0.02% | No change | 331 | $33K |
| Manchester Capital Management LLC | 0.00% | Add +6.5% | 330 | $33K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 325 | $32K |
| JCIC Asset Management Inc. | 0.01% | No change | 315 | $31K |
| Concord Wealth Partners | 0.00% | New | 315 | $31K |
| Main Street Group, LTD | 0.01% | No change | 304 | $30K |
| Bradley & Co. Private Wealth Management, LLC | 0.01% | No change | 302 | $30K |
| Punch & Associates Investment Management, Inc. | 0.00% | No change | 300 | $30K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Add +60.8% | 299 | $30K |
| Bear Mountain Capital, Inc. | 0.01% | Reduce -4.8% | 299 | $29K |
| Wiser Advisor Group LLC | 0.03% | Add +1.0% | 296 | $29K |
| McGuire Capital Advisors Inc. | 0.01% | No change | 276 | $27K |
| Regatta Research & Money Management | 0.03% | — | 275 | $27K |
| Atlatl Advisers LLC | 0.01% | New | 272 | $27K |
| Vima LLC | 0.03% | — | 268 | $27K |
| HFM Investment Advisors, LLC | 0.01% | Reduce -2.9% | 266 | $26K |
| City Holding Co. | 0.00% | Reduce -76.0% | 260 | $26K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 253 | $25K |
| SRH Advisors, LLC | 0.01% | No change | 250 | $25K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +0.4% | 240 | $24K |
| Hurley Capital, LLC | 0.01% | Add +0.4% | 240 | $24K |
| Bullock Wealth Management Group | 0.01% | Add +4.0% | 235 | $23K |
| Nvest Wealth Strategies, Inc. | 0.01% | No change | 226 | $22K |
| SJS Investment Consulting Inc. | 0.00% | No change | 226 | $22K |
| Blueline Advisors LLC | 0.02% | Reduce -6.3% | 222 | $22K |
| Cassaday & Co Wealth Management LLC | 0.00% | Reduce -77.0% | 222 | $22K |
| Citizens National Bank Trust Department | 0.00% | No change | 220 | $22K |
| Key Capital Management, INC | 0.01% | Reduce -41.1% | 216 | $21K |
| Tompkins Financial Corp. | 0.00% | No change | 204 | $20K |
| Logan Capital Management Inc. | 0.00% | — | 202 | $20K |
| Founders Capital Management | 0.01% | No change | 200 | $20K |
| Southern Michigan Bank & Trust | 0.01% | No change | 200 | $20K |
| Gill Capital Partners, LLC | 0.01% | New | 200 | $20K |
| one8zero8, LLC | 0.00% | No change | 200 | $20K |
| LFA - Lugano Financial Advisors SA | 0.01% | New | 199 | $20K |
| Markowski Investments | 0.00% | — | 196 | $19K |
| LRI Investments, LLC | 0.00% | Add +10.8% | 195 | $19K |
| Oakmont Advisory Group, LLC | 0.02% | New | 195 | $19K |
| Kentucky Trust Co | 0.01% | No change | 194 | $19K |
| Aventura Private Wealth, LLC | 0.01% | No change | 186 | $18K |
| Ascentis Independent Advisors | 0.04% | Reduce -99.9% | 169 | $17K |
| MJT & Associates Financial Advisory Group, Inc. | 0.01% | No change | 162 | $16K |
| Legacy Bridge, LLC | 0.00% | No change | 158 | $16K |
| Barrett & Company, Inc. | 0.00% | No change | 153 | $15K |
| Lloyd Advisory Services, LLC. | 0.01% | Reduce -98.5% | 152 | $15K |
| American Capital Advisory, LLC | 0.01% | Reduce -67.8% | 146 | $14K |
| Chesapeake Asset Management LLC | 0.01% | Reduce -61.6% | 141 | $14K |
| Sterling Capital Management LLC | 0.00% | No change | 141 | $14K |
| Principia Wealth Advisory, LLC | 0.01% | Reduce -94.5% | 134 | $13K |
| Harbor Investment Advisory, LLC | 0.00% | Add +45.6% | 131 | $13K |
| Arvest Investments, Inc. | 0.00% | Add +22.1% | 127 | $13K |
| Nova Wealth Management, Inc. | 0.01% | No change | 126 | $12K |
| Hamilton Point Investment Advisors, LLC | 0.00% | New | 125 | $12K |
| Tanglewood Legacy Advisors, LLC | 0.00% | Reduce -39.1% | 123 | $12K |
| Pacific Center for Financial Services | 0.00% | Reduce -30.5% | 114 | $11K |
| Downshift Financial, LLC | 0.00% | New | 102 | $10K |
| Hyposwiss Advisors SA | 0.01% | No change | 100 | $10K |
| MTM Investment Management, LLC | 0.00% | Reduce -28.6% | 100 | $10K |
| State of Wyoming | 0.00% | No change | 100 | $10K |
| Hilton Head Capital Partners, LLC | 0.00% | Reduce -54.7% | 92 | $9K |
| Birchwood Financial Partners, Inc. | 0.01% | No change | 89 | $9K |
| True Wealth Design, LLC | 0.00% | No change | 89 | $9K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 89 | $9K |
| Pillar Financial Advisors, LLC | 0.00% | No change | 87 | $9K |
| Gleason Group, Inc. | 0.00% | New | 87 | $9K |
| Paladin Advisory Group, LLC | 0.01% | No change | 84 | $8K |
| NBH Bank | 0.00% | — | 84 | $8K |
| Lodestone Wealth Management LLC | 0.00% | No change | 83 | $8K |
| Quaker Wealth Management, LLC | 0.00% | Add +2.5% | 82 | $8K |
| YANKCOM Partnership | 0.00% | No change | 78 | $8K |
| Wells Financial Advisors INC | 0.07% | Reduce -49.3% | 72 | $7K |
| Global Trust Asset Management, LLC | 0.00% | Reduce -86.8% | 72 | $7K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 70 | $7K |
| Ironwood Wealth Management, LLC. | 0.00% | Reduce -48.7% | 60 | $6K |
| Valley National Advisers Inc. | 0.00% | Reduce -77.2% | 59 | $6K |
| Versant Capital Management, Inc | 0.00% | No change | 59 | $6K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 58 | $6K |
| Fortis Group Advisors, LLC | 0.00% | Reduce -97.5% | 54 | $5K |
| New England Asset Management Inc. | 0.00% | New | 50 | $5K |
| Rakuten Securities, Inc. | 0.00% | Add +17.5% | 47 | $5K |
| Barclays PLC | 0.00% | Reduce -2.4% | 41 | $4K |
| Ogorek Anthony Joseph /NY/ | 0.00% | New | 48 | $4K |
| Coston, McIsaac & Partners | 0.00% | No change | 45 | $4K |
| EPG Wealth Management LLC | 0.00% | No change | 40 | $4K |
| Sankala Group LLC | 0.00% | No change | 36 | $4K |
| REAP Financial Group, LLC | 0.00% | New | 34 | $3K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 30 | $3K |
| First Pacific Financial | 0.00% | Add +3.6% | 29 | $3K |
| Strategic Advocates LLC | 0.01% | Add +366.7% | 28 | $3K |
| Front Row Advisors LLC | 0.00% | No change | 27 | $3K |
| Timbuktu Capital Management, LLC | 0.00% | — | 26 | $3K |
| Gould Capital, LLC | 0.00% | No change | 25 | $2K |
| Dynamic Wealth Strategies, LLC | 0.00% | No change | 25 | $2K |
| Burk Holdings LLC | 0.00% | New | 25 | $2K |
| Adkins Seale Capital Management LLC | 0.00% | No change | 22 | $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% | No change | 16 | $2K |
| Core Capital Management & Research, inc. | 0.00% | — | 15 | $1K |
| Virtus Advisers, LLC | 0.00% | New | 13 | $1K |
| Napier Financial, LLC | 0.00% | New | 13 | $1K |
| Sunrise Financial Services, LLC | 0.00% | No change | 12 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 12 | $1K |
| GE Investment Management Corp. | 0.00% | No change | 10 | $990 |
| Atwood & Palmer Inc. | 0.00% | No change | 10 | $990 |
| Noble Wealth Management PBC | 0.00% | No change | 8 | $792 |
| Financial Gravity Companies, Inc. | 0.00% | — | 7 | $693 |
| LM Advisors LLC | 0.00% | Add +913.6% | 4,186 | $415 |
| Kilter Group LLC | 0.00% | Add +100.0% | 4 | $396 |
| Longview Financial Advisors LLC | 0.00% | No change | 3 | $297 |
| Abound Financial, LLC | 0.00% | No change | 2 | $198 |
| 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.