iShares Core MSCI EmergingIEMGETF
13F holders, Q1 2025 (March 31)1,852holders +11
123new positions
97sold out
5famous investors
$53.94avg. 13F price*
At the end of Q1 2025, 1,852 institutions reported holding iShares Core MSCI Emerging (IEMG) in their 13F filings, up 11 from Q4 2024. 123 opened new positions and 97 sold out. The largest holders were Bank of America Corp. ($9.4B), Morgan Stanley ($5.0B) and Creative Planning ($3.9B). 5 famous investors held it, including Ray Dalio (4.7% of Bridgewater Associates's portfolio), Joel Greenblatt (0.4% of Gotham Asset Management's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).
- Company
- iShares Core MSCI Emerging
- CUSIP
- 46434G103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 123 | $632.5M |
| Exits | 97 | $256.8M |
All 13F filers, Q4 2024 → Q1 2025: 111,098,835 shares bought and 46,114,955 shares sold, net +64,983,880 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,852 holders
| Bank of America Corp. | 0.84% | Add +5.8% | 174,132,389 | $9.4B |
| Morgan Stanley | 0.36% | Add +4.1% | 93,018,096 | $5.0B |
| Creative Planning | 3.68% | Add +2.6% | 72,470,640 | $3.9B |
| Wells Fargo & Company | 0.66% | Add +4.7% | 50,627,021 | $2.7B |
| Wealthfront Advisers LLC | 5.71% | Add +1.1% | 39,369,561 | $2.1B |
| Envestnet Asset Management Inc. | 0.68% | Add +39.9% | 39,355,640 | $2.1B |
| JPMorgan Chase & Co. | 0.15% | Add +12.4% | 36,713,137 | $2.0B |
| Tiaa Trust, National Association | 6.18% | Reduce -15.3% | 36,708,654 | $2.0B |
| Goldman Sachs Group Inc. | 0.37% | Reduce -10.4% | 35,764,133 | $1.9B |
| BlackRock, Inc. | 0.04% | Add +9.0% | 35,518,988 | $1.9B |
| LPL Financial LLC | 0.72% | Add +40.0% | 34,433,455 | $1.9B |
| US Bancorp \de | 1.95% | Add +5.7% | 27,075,059 | $1.5B |
| Bridgewater Associates | 4.75% | Add +7.3% | 18,957,258 | $1.0B |
| FMR LLC | 0.06% | Reduce -1.8% | 18,433,775 | $994.9M |
| Northwestern Mutual Wealth Management Co. | 0.81% | Add +4.4% | 18,285,595 | $986.9M |
| Raymond James Financial Inc. | 0.36% | Add +2.0% | 17,932,273 | $967.8M |
| Invesco Ltd. | 0.18% | Reduce -3.6% | 17,506,500 | $944.8M |
| Wit, LLC | 25.36% | Reduce -8.8% | 16,491,784 | $890.1M |
| UBS Group AG | 0.18% | Reduce -4.0% | 15,238,338 | $822.4M |
| Charles Schwab Investment Management Inc. | 0.14% | Reduce -22.1% | 14,159,711 | $764.2M |
| PNC Financial Services Group, Inc. | 0.35% | Add +3.5% | 12,311,022 | $664.4M |
| M&T Bank Corp | 1.94% | Reduce -10.2% | 9,869,201 | $532.6M |
| Assetmark, Inc. | 1.34% | Add +0.9% | 9,053,774 | $488.6M |
| Envestnet Portfolio Solutions, Inc. | 1.83% | Add +10.5% | 8,877,389 | $479.1M |
| Sei Investments Co. | 0.61% | Add +3.4% | 8,840,822 | $477.1M |
| Old Mission Capital LLC | 8.03% | New | 7,707,756 | $416.0M |
| Bank of New York Mellon Corp | 0.08% | Add +15.9% | 7,628,974 | $411.7M |
| Citigroup Inc. | 0.31% | Add +1.5% | 7,615,279 | $411.0M |
| Retirement Systems of Alabama | 1.59% | No change | 7,584,431 | $409.3M |
| Captrust Financial Advisors | 1.02% | Add +9.2% | 7,553,370 | $407.7M |
| Betterment LLC | 0.96% | Reduce -6.7% | 7,467,240 | $403.0M |
| Alliancebernstein L.P. | 0.14% | Reduce -11.0% | 7,256,278 | $391.6M |
| Jordan Park Group LLC | 26.59% | Add +1.5% | 6,776,904 | $365.7M |
| Asset Management One Co., Ltd. | 1.23% | Add +0.4% | 6,611,376 | $356.8M |
| Mariner, LLC | 0.58% | Add +5.0% | 6,486,050 | $350.1M |
| Moneta Group Investment Advisors LLC | 4.27% | Add +0.5% | 5,742,827 | $309.9M |
| Bank of Montreal | 0.17% | Add +6.6% | 5,721,415 | $308.8M |
| State Street Corp. | 0.01% | Reduce -2.4% | 5,630,921 | $303.9M |
| Royal Bank of Canada | 0.06% | Add +5.6% | 5,253,877 | $283.6M |
| Municipal Employees' Retirement System of Michigan | 3.26% | No change | 4,773,111 | $257.6M |
| Partners Capital Investment Group, LLP | 3.96% | Add +97.7% | 4,339,839 | $234.2M |
| Truist Financial Corp. | 0.37% | Add +18.7% | 4,305,812 | $232.4M |
| Ballentine Partners, LLC | 3.90% | Reduce -0.1% | 4,165,305 | $224.8M |
| Cerity Partners LLC | 0.45% | Add +4.2% | 4,085,182 | $220.5M |
| Corient Private Wealth LP | 0.35% | Add +90.0% | 4,006,506 | $216.2M |
| Cetera Investment Advisers | 0.41% | Add +23.0% | 3,955,583 | $213.5M |
| Dynasty Wealth Management, LLC | 3.51% | Add +50.2% | 3,902,977 | $210.6M |
| Stifel Financial Corp. | 0.22% | Add +7.1% | 3,837,255 | $207.1M |
| Stairway Partners, LLC | 11.61% | Add +1.6% | 3,488,624 | $188.3M |
| Franklin Resources Inc. | 0.05% | Reduce -14.4% | 3,428,377 | $185.0M |
| HighTower Advisors, LLC | 0.23% | Reduce -9.2% | 3,192,355 | $172.3M |
| MML Investors Services, LLC | 0.57% | Add +42.1% | 3,182,409 | $171.8M |
| Auto-Owners Insurance Co | 4.53% | Add +827.2% | 3,338,000 | $171.1M |
| Matson Money. Inc. | 6.12% | Add +1.4% | 3,117,496 | $168.3M |
| Nuveen, LLC | 0.05% | — | 3,107,934 | $167.7M |
| Northern Trust Corp. | 0.02% | Add +247.7% | 3,105,157 | $167.6M |
| Haverford Trust Co | 1.62% | Reduce -5.7% | 2,974,512 | $160.5M |
| National Bank of Canada | 0.19% | Add +999.5% | 2,935,079 | $158.4M |
| Valeo Financial Advisors, LLC | 4.29% | Add +4.8% | 2,847,682 | $153.7M |
| United Capital Financial Advisors, LLC | 1.29% | Add +17.1% | 2,794,759 | $150.8M |
| Keybank National Association | 0.58% | Add +3.8% | 2,661,893 | $143.7M |
| Ameriprise Financial Inc. | 0.04% | Add +14.6% | 2,630,947 | $142.2M |
| Alesco Advisors, LLC, An ESL Co | 4.33% | Reduce -0.8% | 2,553,893 | $137.8M |
| Nationwide Fund Advisors | 11.70% | Reduce -4.4% | 2,542,647 | $137.2M |
| Blue Trust, Inc. | 1.74% | Reduce -1.1% | 2,516,666 | $135.8M |
| Cwm, LLC | 0.54% | Add +52.6% | 2,514,391 | $135.7M |
| Deutsche Bank AG | 0.05% | Add +16.8% | 2,478,905 | $133.8M |
| Members Trust Co | 4.62% | Reduce -21.0% | 2,456,326 | $132.6M |
| Hackensack Meridian Health, Inc. | 14.96% | Add +465.2% | 2,436,000 | $131.5M |
| Park Avenue Securities LLC | 1.53% | Add +90.9% | 2,312,613 | $124.8M |
| Mill Creek Capital Advisors, LLC | 2.97% | Reduce -1.1% | 2,272,053 | $122.6M |
| Commonwealth Equity Services, LLC | 0.17% | Add +14.8% | 2,258,065 | $121.9M |
| Federation des caisses Desjardins du Quebec | 0.60% | Reduce -36.1% | 2,236,953 | $120.7M |
| Halbert Hargrove Global Advisors, LLC | 6.87% | Add +0.8% | 2,236,824 | $120.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.48% | Reduce -15.5% | 2,175,744 | $117.7M |
| Baird Financial Group, Inc. | 0.23% | Add +3.6% | 2,179,512 | $117.6M |
| Hirtle & Co., LLC | 5.06% | Reduce -3.1% | 2,066,483 | $111.5M |
| Fifth Third Bancorp | 0.42% | Add +8.0% | 2,046,629 | $110.5M |
| Avantax Advisory Services, Inc. | 0.67% | Reduce -5.4% | 2,044,484 | $110.3M |
| Osaic Holdings, Inc. | 0.24% | Reduce -30.4% | 2,002,334 | $108.1M |
| Elo Mutual Pension Insurance Co | 2.36% | No change | 1,951,100 | $105.3M |
| Quotient Wealth Partners, LLC | 3.35% | Add +0.4% | 1,944,778 | $105.0M |
| Lincoln National Corp. | 3.33% | Reduce -4.7% | 1,917,584 | $103.5M |
| University of Pittsburgh - Of the Commonwealth System of Higher Education | 100.00% | No change | 1,878,067 | $101.4M |
| Janney Montgomery Scott LLC | 0.28% | Add +41.0% | 1,810,446 | $97.7M |
| MAI Capital Management | 0.74% | Reduce -1.8% | 1,802,155 | $97.3M |
| Sagespring Wealth Partners, LLC | 2.42% | Add +155.4% | 1,774,500 | $95.8M |
| Financiere des Professionnels - Fonds d'investissement inc. | 6.18% | Add +5.1% | 1,766,348 | $95.3M |
| Quadrant Capital Group LLC | 3.43% | Add +212.0% | 1,711,491 | $92.4M |
| Focus Partners Wealth | 0.23% | Reduce -2.2% | 1,699,182 | $91.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2.36% | Add +2.9% | 1,698,418 | $91.7M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 2.79% | Reduce -40.8% | 1,674,942 | $90.4M |
| Wealthspire Advisors, LLC | 0.53% | Add +1.1% | 1,654,265 | $89.3M |
| J. Safra Sarasin Holding AG | 1.58% | Reduce -5.4% | 1,618,197 | $87.3M |
| Nepc LLC | 2.33% | Add +0.9% | 1,559,913 | $84.2M |
| Wealth Enhancement Advisory Services, LLC | 0.16% | Reduce -1.7% | 1,516,676 | $81.9M |
| Citizens Financial Group Inc. | 1.61% | Reduce -0.3% | 1,508,546 | $81.4M |
| Wharton Business Group, LLC | 3.55% | Reduce -0.7% | 1,456,604 | $78.5M |
| Elm Partners Management LLC | 4.88% | Reduce -40.6% | 1,403,275 | $75.7M |
| Bessemer Group Inc. | 0.13% | Add +3.9% | 1,380,715 | $74.5M |
| Modera Wealth Management, LLC | 1.00% | Reduce -0.3% | 1,365,725 | $73.7M |
| Factory Mutual Insurance Co. | 0.85% | No change | 1,365,000 | $73.7M |
| SigFig Wealth Management, LLC | 2.63% | Add +2.9% | 1,350,526 | $72.8M |
| Robertson Stephens Wealth Management, LLC | 2.67% | Add +12.5% | 1,321,205 | $71.3M |
| Pathstone Holdings, LLC | 0.31% | Reduce -0.3% | 1,304,489 | $70.4M |
| Venturi Wealth Management, LLC | 3.66% | Add +8649.1% | 1,302,134 | $70.3M |
| Alaska Permanent Capital Management, LLC | 5.89% | Add +4.4% | 1,295,819 | $69.8M |
| Retirement Investment Advisors, Inc. | 7.06% | Add +6.9% | 1,292,379 | $69.7M |
| Sanctuary Advisors, LLC | 0.49% | Add +14.5% | 1,285,411 | $69.4M |
| Destination Wealth Management | 2.16% | Add +1.0% | 1,268,425 | $68.5M |
| AE Wealth Management LLC | 0.57% | Add +15.0% | 1,265,400 | $68.3M |
| Full Sail Capital, LLC | 4.37% | Add +3.0% | 1,252,656 | $67.6M |
| MCF Advisors LLC | 4.85% | Reduce -0.9% | 1,250,412 | $67.5M |
| Passaic Partners LLC | 10.21% | Reduce -0.8% | 1,247,600 | $67.3M |
| Horizon Investments, LLC | 1.97% | Reduce -10.9% | 1,225,231 | $66.1M |
| Susquehanna International Group, LLP | 0.11% | Add +8139.6% | 1,187,323 | $64.1M |
| Neuberger Berman Group LLC | 0.05% | Reduce -1.6% | 1,160,549 | $62.6M |
| Fusion Family Wealth, LLC | 5.72% | Add +5.6% | 1,153,115 | $62.2M |
| Jones Financial Companies LLLP | 0.06% | Add +19.5% | 1,148,294 | $62.1M |
| Schroder Investment Management Group | 0.06% | Add +10.3% | 1,142,592 | $61.8M |
| Nisa Investment Advisors, LLC | 0.31% | Add +0.9% | 1,137,493 | $61.4M |
| Meeder Advisory Services, Inc. | 3.61% | Add +12.6% | 1,114,344 | $60.1M |
| NewEdge Advisors, LLC | 0.35% | Add +62.0% | 1,079,475 | $58.3M |
| Lockheed Martin Investment Management Co. | 2.36% | Add +2.9% | 1,074,600 | $58.0M |
| Adventist Health System/ West | 9.09% | No change | 1,067,519 | $57.6M |
| Comerica Bank | 0.24% | Reduce -3.9% | 1,060,330 | $57.2M |
| Aspiriant, LLC | 1.89% | Add +0.9% | 1,010,377 | $54.5M |
| Whittier Trust Co. of Nevada Inc. | 1.36% | Reduce -0.0% | 1,001,275 | $54.0M |
| Manufacturers Life Insurance Company, The | 0.05% | Reduce -34.4% | 995,237 | $53.7M |
| Stratos Wealth Partners, LTD. | 0.82% | Reduce -5.4% | 988,937 | $53.4M |
| Choreo, LLC | 0.82% | Add +1.4% | 984,172 | $53.1M |
| Southern Farm Bureau Life Insurance | 7.68% | Add +22.9% | 971,169 | $52.3M |
| Makena Capital Management LLC | 5.38% | Add +144.1% | 965,274 | $52.1M |
| Midland Wealth Advisors, LLC | 3.03% | Add +3.4% | 954,185 | $51.5M |
| Greenleaf Trust | 0.46% | Reduce -6.7% | 943,022 | $50.9M |
| Allianz Asset Management GmbH | 0.07% | Add +101.1% | 926,300 | $50.0M |
| Capital Analysts, LLC | 1.82% | Reduce -5.0% | 906,484 | $48.9M |
| Brown Advisory Inc. | 0.07% | Reduce -1.7% | 897,657 | $48.4M |
| Private Wealth Asset Management, LLC | 6.95% | — | 894,955 | $48.3M |
| Regions Financial Corp. | 0.36% | Add +3.9% | 891,487 | $48.1M |
| Rockefeller Capital Management L.P. | 0.12% | Add +8.9% | 869,799 | $46.9M |
| Kestra Investment Management, LLC | 0.90% | Add +13.0% | 868,659 | $46.9M |
| Atria Investments, Inc | 0.60% | Add +16.3% | 864,464 | $46.7M |
| Allspring Global Investments Holdings, LLC | 0.08% | Reduce -11.3% | 854,669 | $46.1M |
| Strategic Investment Management, LLC | 18.36% | Add +33.4% | 847,163 | $45.7M |
| Heritage Wealth Advisors | 2.31% | Reduce -0.3% | 845,008 | $45.6M |
| Cresset Asset Management, LLC | 0.22% | Reduce -12.5% | 827,833 | $44.7M |
| NorthCoast Asset Management LLC | 0.22% | Add +5.1% | 814,577 | $44.0M |
| Whittier Trust Co. | 0.61% | Reduce -1.0% | 811,530 | $43.8M |
| Gotham Asset Management | 0.36% | Add +2.5% | 810,518 | $43.7M |
| Wedmont Private Capital | 2.24% | Add +19.4% | 845,765 | $43.7M |
| Focus Partners Advisor Solutions, LLC | 0.66% | Add +3.8% | 808,339 | $43.6M |
| Monashee Investment Management LLC | 5.27% | Add +4.5% | 807,100 | $43.6M |
| GenTrust, LLC | 2.06% | Reduce -1.9% | 794,537 | $42.9M |
| National Philanthropic Trust | 0.69% | Add +3.6% | 791,764 | $42.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.79% | Reduce -10.0% | 785,755 | $42.4M |
| Cambridge Associates LLC /Ma/ | 1.22% | Add +34.6% | 784,634 | $42.3M |
| TD Private Client Wealth LLC | 1.15% | Add +8.1% | 772,819 | $41.7M |
| Victory Capital Management Inc. | 0.04% | Reduce -23.9% | 766,969 | $41.4M |
| TFC Financial Management, Inc. | 6.29% | Add +73.6% | 761,659 | $41.1M |
| New York Life Investment Management LLC | 0.41% | Add +14.8% | 748,702 | $40.4M |
| Quent Capital, LLC | 4.20% | Add +7.9% | 742,329 | $40.1M |
| Cambridge Investment Research Advisors, Inc. | 0.13% | Add +20.6% | 730,721 | $39.4M |
| Octavia Wealth Advisors, LLC | 4.78% | Reduce -0.2% | 729,102 | $39.3M |
| Cobblestone Capital Advisors LLC | 2.13% | Add +1.8% | 719,689 | $38.8M |
| First Citizens Bank & Trust Co. | 0.99% | Add +6.2% | 719,632 | $38.8M |
| JB Capital LLC | 2.13% | Add +86.9% | 715,623 | $38.6M |
| Bank of Nova Scotia | 0.09% | New | 707,350 | $38.2M |
| Merit Financial Group, LLC | 0.57% | Add +32.3% | 705,465 | $38.1M |
| Foundations Investment Advisors, LLC | 0.70% | Add +69.0% | 704,555 | $38.0M |
| MPS Loria Financial Planners, LLC | 11.27% | Add +15.4% | 703,927 | $38.0M |
| University of Massachusetts Foundation, Inc. | 21.21% | No change | 700,928 | $37.8M |
| CKW Financial Group | 4.72% | Add +1.2% | 696,780 | $37.8M |
| Principal Securities, Inc. | 0.83% | Add +0.1% | 709,753 | $37.1M |
| Sompo Asset Management Co., Ltd. | 6.79% | Add +0.7% | 677,417 | $36.6M |
| Savant Capital, LLC | 0.31% | Reduce -6.7% | 667,811 | $36.0M |
| Mercer Global Advisors Inc. | 0.08% | Reduce -1.1% | 666,500 | $36.0M |
| Connable Office Inc. | 3.81% | Add +4.9% | 663,785 | $35.8M |
| Wescott Financial Advisory Group, LLC | 3.65% | Reduce -0.3% | 651,513 | $35.2M |
| Vestmark Advisory Solutions, Inc. | 0.90% | Add +174.4% | 647,231 | $34.9M |
| Thrivent Financial for Lutherans | 0.08% | Reduce -14.0% | 625,470 | $34.7M |
| Financial Synergies Wealth Advisors, Inc. | 4.21% | Add +3.4% | 640,669 | $34.6M |
| Orion Porfolio Solutions, LLC | 0.34% | Add +3.3% | 636,353 | $34.3M |
| Orion Portfolio Solutions, LLC | 0.34% | Add +3.3% | 636,353 | $34.3M |
| Litman Gregory Wealth Management LLC | 2.93% | Reduce -7.9% | 632,329 | $34.1M |
| Sterling Capital Management LLC | 0.53% | Reduce -4.7% | 627,020 | $33.8M |
| Signaturefd, LLC | 0.63% | Reduce -2.4% | 616,936 | $33.3M |
| Investure, LLC | 2.20% | Add +5.7% | 616,861 | $33.3M |
| Santa Clara Valley Transportation Authority | 32.79% | Add +0.3% | 614,266 | $33.2M |
| Integrated Wealth Concepts LLC | 0.39% | Add +6.7% | 614,112 | $33.1M |
| SCS Capital Management LLC | 0.42% | Add +401.1% | 610,615 | $33.0M |
| MBL Wealth, LLC | 3.31% | Add +6.5% | 606,197 | $32.7M |
| Chai Trust Co. LLC | 1.99% | No change | 594,544 | $32.1M |
| First Foundation Advisors | 1.30% | Add +12.9% | 593,023 | $32.0M |
| Connecticut Wealth Management, LLC | 1.64% | Reduce -3.3% | 581,965 | $31.4M |
| HSBC Holdings PLC | 0.02% | Add +14.9% | 576,849 | $31.1M |
| Cape Cod Five Cents Savings Bank | 2.83% | No change | 537,923 | $30.9M |
| Red Cedar Investment Management, LLC | 4.23% | Add +8.1% | 566,921 | $30.6M |
| Capitolis Liquid Global Markets LLC | 0.27% | New | 563,700 | $30.4M |
| Aaron Wealth Advisors LLC | 3.49% | Add +1.8% | 563,401 | $30.4M |
| Commerce Bank | 0.19% | Add +2.4% | 559,232 | $30.2M |
| RiverFront Investment Group, LLC | 0.66% | Add +8.9% | 545,964 | $29.5M |
| BLB&B Advisors, LLC | 1.49% | Add +2.6% | 543,157 | $29.3M |
| 49 Wealth Management, LLC | 3.49% | Add +10.3% | 537,418 | $29.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Reduce -4.3% | 536,183 | $28.9M |
| State of Wisconsin Investment Board | 0.07% | No change | 535,800 | $28.9M |
| &partners | 0.30% | Reduce -2.8% | 531,068 | $28.7M |
| Global Strategic Investment Solutions, LLC | 3.31% | Reduce -8.8% | 529,776 | $28.6M |
| Ironwood Wealth Management, LLC. | 8.76% | Add +1.9% | 528,775 | $28.5M |
| FORM Wealth Advisors, LLC | 3.79% | — | 516,377 | $27.9M |
| First Financial Bank - Trust Division | 2.68% | Add +12.8% | 512,031 | $27.6M |
| Brand Asset Management Group, Inc. | 11.46% | Add +1.7% | 508,890 | $27.5M |
| Magnus Financial Group LLC | 2.66% | Add +3.0% | 506,912 | $27.4M |
| Mesirow Financial Investment Management, Inc. | 0.53% | Add +95.6% | 503,098 | $27.2M |
| Ritholtz Wealth Management | 0.81% | Add +0.5% | 500,865 | $27.0M |
| Mutual of America Capital Management LLC | 0.31% | Add +30.4% | 499,634 | $27.0M |
| Syon Capital LLC | 2.12% | Reduce -3.7% | 482,249 | $26.0M |
| Johnson Financial Group, Inc. | 1.27% | Add +23.9% | 482,219 | $26.0M |
| Foster Group, Inc. | 0.97% | Add +3.9% | 481,914 | $26.0M |
| Alaska Wealth Advisors, LLC | 4.07% | Reduce -0.6% | 481,410 | $26.0M |
| Life Line Wealth Management LLC | 9.50% | New | 478,464 | $25.8M |
| Parkside Investments, LLC | 3.79% | Add +37.0% | 476,583 | $25.7M |
| Exencial Wealth Advisors, LLC | 0.94% | Add +5.3% | 470,044 | $25.4M |
| Vicus Capital | 2.36% | Add +0.0% | 468,828 | $25.3M |
| Bartlett & Co. Wealth Management LLC | 0.36% | Add +1.5% | 455,367 | $24.6M |
| DRW Securities, LLC | 1.99% | Add +192.1% | 436,126 | $23.5M |
| Wellspring Financial Advisors, LLC | 2.60% | Reduce -15.2% | 663,383 | $23.4M |
| McKinley Carter Wealth Services, Inc. | 1.43% | Add +8.4% | 431,773 | $23.3M |
| Gallagher Fiduciary Advisors, LLC | 0.76% | Add +1.4% | 426,533 | $23.0M |
| Becker Capital Management Inc. | 0.76% | Reduce -7.0% | 425,306 | $23.0M |
| Inherent Management Corp. | 13.65% | No change | 415,605 | $22.4M |
| Proquility Private Wealth Partners, LLC | 6.90% | Add +8.2% | 414,765 | $22.4M |
| Bridges Investment Management Inc. | 0.32% | Add +0.4% | 412,869 | $22.3M |
| NorthRock Partners, LLC | 0.74% | Add +7.0% | 409,933 | $22.1M |
| Capital Planning Advisors, LLC | 3.38% | Add +14.8% | 405,166 | $21.9M |
| Trek Financial, LLC | 1.57% | Add +121.0% | 400,971 | $21.6M |
| Atria Wealth Solutions, Inc. | 0.26% | Add +16.0% | 394,425 | $21.3M |
| Nottingham Advisors, Inc. | 3.25% | Reduce -12.9% | 394,121 | $21.3M |
| SVB Wealth LLC | 0.86% | Reduce -4.7% | 389,182 | $21.0M |
| Alaska Permanent Fund Corp | 0.29% | Reduce -19.8% | 386,000 | $20.9M |
| Lowe Brockenbrough & Co. Inc. | 1.37% | Add +0.9% | 385,708 | $20.8M |
| Equitable Holdings, Inc. | 0.20% | Add +11.0% | 380,396 | $20.5M |
| Main Management ETF Advisors, LLC | 0.99% | New | 378,870 | $20.4M |
| Pacific Life Fund Advisors LLC | 2.27% | New | 375,204 | $20.2M |
| Citizens & Northern Corp. | 5.65% | Add +5.6% | 371,237 | $20.0M |
| Wellington Management Group LLP | 0.00% | Add +63.0% | 365,593 | $19.7M |
| Constellation Investments, Inc. | 0.94% | Reduce -66.1% | 365,482 | $19.7M |
| Financial Management Professionals, Inc. | 2.49% | Add +9.8% | 361,111 | $19.5M |
| Kestra Private Wealth Services, LLC | 0.32% | Add +4.2% | 358,093 | $19.3M |
| First Command Advisory Services, Inc. | 0.18% | Add +18.6% | 356,909 | $19.3M |
| Marietta Wealth Management, LLC | 2.83% | Add +15.2% | 356,751 | $19.3M |
| OneDigital Investment Advisors LLC | 0.23% | Add +16.7% | 354,584 | $19.1M |
| Private Advisor Group, LLC | 0.12% | Reduce -37.1% | 354,259 | $19.1M |
| Abound Wealth Management | 6.35% | Reduce -47.4% | 352,423 | $19.0M |
| Facet Wealth, Inc. | 0.49% | Add +40.0% | 336,354 | $18.9M |
| Heck Capital Advisors, LLC | 2.11% | Add +11.1% | 348,087 | $18.8M |
| Rockbridge Investment Management, LCC | 2.22% | Add +3.2% | 347,337 | $18.7M |
| Austin Private Wealth, LLC | 1.68% | Add +87.6% | 346,835 | $18.7M |
| iA Global Asset Management Inc. | 0.31% | No change | 338,505 | $18.3M |
| Orgel Wealth Management, LLC | 0.47% | Add +0.6% | 338,343 | $18.3M |
| Sterling Investment Advisors LLC | 10.27% | Add +3.0% | 338,169 | $18.3M |
| Spire Wealth Management | 0.58% | Reduce -1.5% | 338,051 | $18.2M |
| Elgethun Capital Management | 4.07% | Add +7.2% | 337,557 | $18.2M |
| Crescent Grove Advisors, LLC | 1.89% | Reduce -7.3% | 336,733 | $18.2M |
| St. Clair Advisors, LLC | 5.07% | Add +166.0% | 335,691 | $18.1M |
| RKL Wealth Management LLC | 1.70% | Add +8.4% | 334,123 | $18.0M |
| Strategic Investment Advisors / MI | 1.89% | Add +8.2% | 331,117 | $17.9M |
| Capital Advisors Inc. | 0.35% | Reduce -0.5% | 329,130 | $17.8M |
| Disciplina Capital Management LLC | 2.58% | Add +10.5% | 329,096 | $17.8M |
| UMB Bank, n.a. | 0.29% | Reduce -8.2% | 328,960 | $17.8M |
| Grove Bank & Trust | 2.36% | Add +19.9% | 326,897 | $17.6M |
| Custos Family Office, LLC | 6.21% | Add +1.1% | 324,618 | $17.5M |
| Shepherd Financial Partners LLC | 2.05% | Reduce -28.9% | 324,418 | $17.5M |
| Parallel Advisors, LLC | 0.40% | Reduce -9.0% | 324,389 | $17.5M |
| Steward Partners Investment Advisory, LLC | 0.15% | Add +9.5% | 323,609 | $17.5M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.02% | Add +13.5% | 320,308 | $17.3M |
| Farther Finance Advisors, LLC | 0.44% | Add +37.4% | 318,356 | $17.3M |
| Smithfield Trust Co | 0.86% | Reduce -0.5% | 319,163 | $17.2M |
| Tortoise Investment Management, LLC | 1.77% | Reduce -4.1% | 314,633 | $17.0M |
| Cabot-Wellington, LLC | 6.24% | New | 313,633 | $16.9M |
| Rehmann Capital Advisory Group | 1.06% | Reduce -6.7% | 310,836 | $16.8M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.10% | No change | 309,600 | $16.7M |
| Sentinel Trust Co. Lba | 1.96% | Reduce -0.0% | 307,371 | $16.6M |
| Bank of Hawaii | 0.95% | No change | 305,057 | $16.5M |
| Towercrest Capital Management | 3.11% | Reduce -16.4% | 303,524 | $16.4M |
| Resonant Capital Advisors, LLC | 1.14% | Add +28.1% | 303,179 | $16.4M |
| Olympus Wealth Management, LLC | 7.10% | Reduce -29.1% | 299,734 | $16.2M |
| WASHINGTON TRUST Co | 0.62% | Reduce -2.4% | 299,254 | $16.2M |
| Glenview Trust Co | 0.31% | Reduce -0.9% | 299,021 | $16.1M |
| JFS Wealth Advisors, LLC | 1.09% | Add +4.3% | 298,918 | $16.1M |
| Coldstream Capital Management Inc. | 0.34% | Reduce -2.6% | 298,831 | $16.1M |
| Marion Wealth Management | 4.30% | Add +3.9% | 298,214 | $16.1M |
| Glenmede Trust Co. NA | 0.09% | Reduce -7.0% | 297,267 | $16.0M |
| Kestra Advisory Services, LLC | 0.08% | Reduce -6.8% | 297,061 | $16.0M |
| Strategic Advocates LLC | 5.57% | Add +6.3% | 296,723 | $16.0M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.16% | Reduce -7.3% | 295,155 | $15.9M |
| Running Point Capital Advisors, LLC | 5.03% | Add +4.3% | 293,686 | $15.9M |
| Fifth Third Wealth Advisors LLC | 0.82% | Add +16.6% | 291,986 | $15.8M |
| Blair William & Co. | 0.05% | Reduce -1.5% | 285,528 | $15.4M |
| Scotia Capital Inc. | 0.08% | Add +2.4% | 281,752 | $15.2M |
| Tarbox Family Office, Inc. | 2.53% | Reduce -1.0% | 281,697 | $15.2M |
| Marcum Wealth, LLC | 1.30% | Reduce -5.5% | 279,029 | $15.1M |
| Concurrent Investment Advisors, LLC | 0.37% | Reduce -9.7% | 278,985 | $15.1M |
| Cascade Financial Partners, LLC | 1.85% | Reduce -1.5% | 272,165 | $14.7M |
| Aptus Capital Advisors, LLC | 0.17% | Add +8.6% | 271,755 | $14.7M |
| Financial Counselors Inc. | 0.22% | Reduce -70.0% | 271,301 | $14.6M |
| Condor Capital Management | 1.36% | Add +0.8% | 270,026 | $14.6M |
| Wealthspire Retirement, LLC | 1.15% | Add +10.1% | 269,235 | $14.5M |
| Klingman & Associates, LLC | 0.88% | Add +10.0% | 266,767 | $14.4M |
| Icon Wealth Advisors, LLC | 1.17% | Add +118.7% | 263,554 | $14.2M |
| WealthPlan Investment Management, LLC | 1.39% | Reduce -14.8% | 261,501 | $14.1M |
| Appleton Partners Inc. | 1.09% | Add +3.9% | 261,252 | $14.1M |
| LMCG Investments, LLC | 0.92% | Add +7.6% | 257,515 | $13.9M |
| Oak Root LLC | 1.86% | Reduce -10.1% | 257,455 | $13.9M |
| Waterloo Capital, L.P. | 1.29% | Add +61.3% | 256,570 | $13.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.08% | Add +90.7% | 252,806 | $13.7M |
| Chilton Capital Management LLC | 0.59% | Reduce -2.6% | 253,422 | $13.7M |
| Galvin, Gaustad & Stein, LLC | 1.22% | Add +19.7% | 249,698 | $13.5M |
| Wealthquest Corp | 1.12% | Add +6.2% | 249,392 | $13.5M |
| GAMMA Investing LLC | 1.01% | Add +17.5% | 249,050 | $13.4M |
| Financial Advocates Investment Management | 0.94% | Add +26.4% | 249,000 | $13.4M |
| Arkos Global Advisors | 1.97% | Reduce -1.9% | 247,946 | $13.4M |
| Eq LLC | 6.21% | Add +197.3% | 246,514 | $13.3M |
| Portland Global Advisors LLC | 1.67% | Add +0.9% | 245,150 | $13.2M |
| Fiducient Advisors LLC | 1.65% | Reduce -1.7% | 244,869 | $13.2M |
| Waverly Advisors, LLC | 0.16% | Add +15.0% | 244,396 | $13.2M |
| Shakespeare Wealth Management, LLC | 3.50% | Add +1.6% | 242,346 | $13.1M |
| Hengehold Capital Management LLC | 1.24% | Add +12.2% | 241,943 | $13.1M |
| Meridian Wealth Partners, LLC | 2.08% | Reduce -0.6% | 240,951 | $13.0M |
| Prime Capital Investment Advisors, LLC | 0.15% | Add +18.6% | 240,938 | $13.0M |
| Neumann Capital Management, LLC | 4.47% | Add +8.2% | 239,623 | $12.9M |
| NewEdge Wealth, LLC | 0.23% | Add +139.5% | 237,180 | $12.8M |
| Associated Banc-Corp | 0.39% | Add +3.5% | 236,313 | $12.8M |
| Pathway Financial Advisors LLC | 2.29% | Add +58.8% | 235,880 | $12.7M |
| Guidance Capital, Inc. | 3.86% | New | 226,859 | $12.6M |
| Rock Creek Group LLC | 1.49% | Reduce -7.7% | 233,901 | $12.6M |
| BSW Wealth Partners | 1.91% | Reduce -0.5% | 232,610 | $12.6M |
| Synovus Financial Corp. | 0.16% | Reduce -57.6% | 232,605 | $12.6M |
| Pure Financial Advisors, LLC | 0.26% | Add +2.7% | 232,407 | $12.5M |
| Opus Capital Group, LLC | 1.60% | Add +0.8% | 229,671 | $12.4M |
| Twele Capital Management, Inc. | 2.62% | Add +0.1% | 229,003 | $12.4M |
| Perigon Wealth Management, LLC | 0.32% | Reduce -0.5% | 227,122 | $12.3M |
| Financial Engines Advisors L.L.C. | 0.03% | Reduce -16.3% | 226,698 | $12.2M |
| Simplicity Wealth,LLC | 0.95% | Add +131.2% | 226,673 | $12.2M |
| Rovin Capital /Ut/ | 3.91% | Add +283.6% | 224,883 | $12.1M |
| Beacon Pointe Advisors, LLC | 0.14% | Reduce -8.5% | 224,829 | $12.1M |
| Acima Private Wealth, LLC | 4.33% | Add +27.1% | 223,476 | $12.1M |
| EP Wealth Advisors, LLC | 0.10% | Reduce -23.9% | 223,216 | $12.0M |
| HCR Wealth Advisors | 1.56% | Add +7.7% | 222,708 | $12.0M |
| Iowa State Bank | 2.54% | Add +7.2% | 221,924 | $12.0M |
| VAUGHAN & Co SECURITIES, INC. | 7.38% | Add +2.3% | 220,879 | $11.9M |
| Long Run Wealth Advisors, LLC | 2.70% | Add +1.6% | 220,329 | $11.9M |
| Schneider Downs Wealth Management Advisors, LP | 2.15% | Reduce -18.6% | 220,321 | $11.9M |
| Blueprint Investment Partners LLC | 2.15% | Reduce -8.0% | 218,366 | $11.8M |
| Prudential PLC | 0.06% | Add +995.2% | 216,198 | $11.7M |
| Smith & Howard Wealth Management, LLC | 3.18% | Add +6.8% | 215,987 | $11.7M |
| Veery Capital, LLC | 4.53% | Add +2.3% | 215,710 | $11.6M |
| Ascent Wealth Partners, LLC | 1.56% | Add +4.6% | 215,463 | $11.6M |
| Stephens Group Asset Management, LLC | 0.93% | Add +12.2% | 213,424 | $11.5M |
| Columbus Macro, LLC | 1.49% | Add +1.6% | 209,955 | $11.3M |
| Horizon Wealth Management, LLC | 1.90% | Add +4880.0% | 208,564 | $11.3M |
| McGlone Suttner Wealth Management, Inc. | 1.84% | Add +1.2% | 207,246 | $11.2M |
| SteelPeak Wealth, LLC | 0.47% | Add +73.4% | 206,579 | $11.1M |
| Peapack Gladstone Financial Corp. | 0.16% | Add +2.8% | 205,819 | $11.1M |
| Summit Financial, LLC | 0.30% | Reduce -11.8% | 201,530 | $10.9M |
| Columbia Bank | 3.75% | Add +9.8% | 200,669 | $10.8M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -4.7% | 199,900 | $10.8M |
| First Hawaiian Bank | 1.57% | Reduce -80.8% | 199,474 | $10.8M |
| PDS Planning, Inc | 0.91% | Reduce -0.9% | 199,358 | $10.8M |
| Beacon Harbor Wealth Advisors, Inc. | 2.50% | Add +1.6% | 199,162 | $10.7M |
| IFP Advisors, Inc | 0.33% | Reduce -26.2% | 196,338 | $10.6M |
| FDx Advisors, Inc. | 3.42% | Reduce -20.4% | 194,967 | $10.5M |
| Scarborough Advisors, LLC | 1.49% | Add +62.8% | 194,029 | $10.5M |
| B. Riley Wealth Advisors, Inc. | 0.32% | Add +48.0% | 193,823 | $10.5M |
| WealthShield Partners, LLC | 1.35% | Add +17.4% | 193,779 | $10.5M |
| Allworth Financial LP | 0.06% | Add +3.4% | 192,707 | $10.4M |
| Catalyst Financial Partners LLC | 1.88% | Reduce -10.4% | 189,453 | $10.2M |
| Archford Capital Strategies, LLC | 1.49% | Add +2790.3% | 189,056 | $10.2M |
| Astoria Strategic Wealth, Inc. | 2.96% | Add +4.5% | 186,581 | $10.1M |
| Americana Partners, LLC | 0.38% | Reduce -20.1% | 182,958 | $9.9M |
| Checchi Capital Advisers, LLC | 0.70% | Add +0.6% | 182,899 | $9.9M |
| Probity Advisors, Inc. | 1.88% | Add +1.6% | 181,157 | $9.8M |
| MassMutual Private Wealth & Trust, FSB | 0.28% | Reduce -68.1% | 181,042 | $9.8M |
| CW Advisors, LLC | 0.12% | Add +4.6% | 179,554 | $9.7M |
| Cornerstone Wealth Group, LLC | 0.80% | Add +1.9% | 178,919 | $9.7M |
| Parkside Advisors LLC | 2.32% | Add +1.6% | 178,713 | $9.6M |
| Rakuten Investment Management, Inc. | 0.04% | — | 176,872 | $9.6M |
| Baron Silver Stevens Financial Advisors, LLC | 1.66% | Reduce -2.0% | 175,432 | $9.5M |
| Sumitomo Life Insurance Co. | 0.34% | Reduce -38.4% | 175,000 | $9.4M |
| CFS Investment Advisory Services, LLC | 0.84% | Add +46.7% | 174,308 | $9.4M |
| Apollon Wealth Management, LLC | 0.20% | Add +27.6% | 172,369 | $9.3M |
| Lazard Asset Management LLC | 0.02% | Reduce -12.4% | 172,339 | $9.3M |
| Strategic Blueprint, LLC | 0.51% | Add +58.5% | 171,886 | $9.3M |
| MTC Wealth Management LLC | 4.56% | Reduce -29.0% | 171,861 | $9.3M |
| Composition Wealth, LLC | 0.19% | Add +4.0% | 171,551 | $9.3M |
| Advisory Services Network, LLC | 0.18% | Add +28.8% | 169,528 | $9.1M |
| Stone House Investment Management, LLC | 1.84% | Add +130.5% | 168,454 | $9.1M |
| Founders Financial Securities LLC | 0.76% | Add +100.7% | 166,061 | $9.0M |
| Patriot Investment Management Group, Inc. | 0.67% | Add +5.4% | 165,513 | $8.9M |
| Guardian Wealth Advisors, LLC / NC | 0.71% | Add +5.4% | 165,291 | $8.9M |
| Spectrum Wealth Counsel, LLC | 1.07% | Add +96.2% | 164,941 | $8.9M |
| Clearwater Capital Advisors, LLC | 0.86% | Reduce -1.6% | 164,644 | $8.9M |
| Martel Wealth Advisors LLC | 1.76% | Add +3.8% | 163,725 | $8.8M |
| Integrity Alliance, Llc. | 0.35% | Reduce -31.1% | 163,326 | $8.8M |
| Ascent Group, LLC | 0.38% | Add +531.9% | 162,020 | $8.7M |
| Avantax Planning Partners, Inc. | 0.31% | Reduce -2.6% | 160,241 | $8.6M |
| High Falls Advisors, Inc | 2.02% | Add +81.2% | 159,552 | $8.6M |
| Dorsey & Whitney Trust CO LLC | 0.49% | Reduce -7.8% | 158,481 | $8.6M |
| Single Point Partners, LLC | 2.01% | Reduce -0.5% | 158,344 | $8.5M |
| Sharkey, Howes & Javer | 1.22% | Add +69.1% | 157,559 | $8.5M |
| DE Burlo Group Inc. | 1.25% | New | 157,000 | $8.5M |
| KFA Private Wealth Group, LLC | 2.94% | Add +5.7% | 155,606 | $8.4M |
| Wakefield Asset Management LLLP | 2.54% | Reduce -1.2% | 155,556 | $8.4M |
| Mather Group, Llc. | 0.10% | Add +6.1% | 155,454 | $8.4M |
| O'shaughnessy Asset Management, LLC | 0.07% | Add +4.3% | 154,566 | $8.3M |
| Physician Wealth Advisors, Inc. | 1.43% | Add +54.0% | 154,206 | $8.3M |
| Affinity Capital Advisors, LLC | 1.64% | Add +184.7% | 160,490 | $8.3M |
| North Berkeley Wealth Management, LLC | 8.59% | Add +5.1% | 152,899 | $8.3M |
| Ashton Thomas Private Wealth, LLC | 0.31% | Add +41.6% | 150,814 | $8.1M |
| Horst & Graben Wealth Management LLC | 1.45% | Add +52.7% | 150,106 | $8.1M |
| Shelter Ins Retirement Plan | 10.40% | No change | 148,902 | $8.0M |
| Blue Edge Capital, LLC | 1.29% | Add +14.5% | 148,465 | $8.0M |
| Emerald Advisors, LLC | 1.06% | Add +6.0% | 148,187 | $8.0M |
| Ackerman Capital Advisors, LLC | 2.11% | Reduce -7.1% | 147,909 | $8.0M |
| Pettinga Financial Advisors LLC | 1.87% | Add +125.4% | 147,681 | $8.0M |
| May Hill Capital, LLC | 2.97% | Add +3.0% | 145,857 | $7.9M |
| AMG National Trust Bank | 0.22% | Reduce -9.3% | 145,086 | $7.8M |
| Beirne Wealth Consulting Services, LLC | 2.78% | Add +0.3% | 144,710 | $7.8M |
| Evensky & Katz LLC | 0.52% | Reduce -2.5% | 144,555 | $7.8M |
| Twin Focus Capital Partners, LLC | 1.21% | Reduce -6.1% | 144,208 | $7.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Reduce -74.8% | 143,463 | $7.7M |
| Graybill Wealth Management, LTD. | 2.65% | — | 143,091 | $7.7M |
| Stonebrook Private Inc. | 1.99% | Add +114.2% | 141,943 | $7.7M |
| Crestwood Advisors Group, LLC | 0.15% | Reduce -10.8% | 141,796 | $7.7M |
| RPTC Inc. | 1.53% | Reduce -31.9% | 140,716 | $7.6M |
| Unique Wealth, LLC | 1.43% | Add +816.2% | 140,426 | $7.6M |
| IFG Advisory, LLC | 0.42% | Add +52.2% | 139,839 | $7.5M |
| Omega Financial Group, LLC | 2.87% | Add +1.1% | 138,473 | $7.5M |
| Roth Financial Partners LLC | 2.95% | Add +3.0% | 138,301 | $7.5M |
| Frontier Asset Management, LLC | 2.16% | Reduce -11.9% | 138,147 | $7.5M |
| Conning Inc. | 0.27% | No change | 137,998 | $7.4M |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.69% | No change | 137,900 | $7.4M |
| Flywheel Private Wealth LLC | 6.78% | Add +8.5% | 137,801 | $7.4M |
| Acropolis Investment Management, LLC | 0.44% | Reduce -0.5% | 137,236 | $7.4M |
| Russell Investments Group, Ltd. | 0.01% | Add +25.7% | 137,202 | $7.4M |
| River Wealth Advisors LLC | 1.03% | Reduce -1.1% | 137,156 | $7.4M |
| Daiwa Securities Group Inc. | 0.03% | Add +18.1% | 137,130 | $7.4M |
| Bank of Stockton | 2.35% | Add +2.2% | 136,891 | $7.4M |
| Missouri Trust & Investment Co | 2.59% | Add +4.7% | 136,868 | $7.4M |
| Community Bank, N.A. | 0.99% | Reduce -0.6% | 136,309 | $7.4M |
| Hamilton Capital, LLC | 0.44% | Add +8.1% | 136,195 | $7.4M |
| Atlantic Edge Private Wealth Management, LLC | 2.24% | Add +690.2% | 136,016 | $7.3M |
| Sachem Hill LLC | 1.44% | Reduce -3.5% | 135,582 | $7.3M |
| Allianz SE | 0.19% | No change | 135,050 | $7.3M |
| One Wealth Advisors, LLC | 1.09% | Add +107.3% | 134,749 | $7.3M |
| Adaptive Financial Consulting, LLC | 3.10% | Reduce -1.8% | 134,214 | $7.2M |
| Bell Investment Advisors, Inc | 1.34% | Add +1.8% | 134,127 | $7.2M |
| Brandywine Oak Private Wealth LLC | 0.71% | Reduce -0.9% | 133,460 | $7.2M |
| Ayalon Insurance Comp Ltd. | 2.29% | Reduce -1.6% | 131,180 | $7.1M |
| Sowell Financial Services LLC | 0.32% | Add +0.1% | 130,621 | $7.0M |
| Geneos Wealth Management Inc. | 0.24% | Add +52.0% | 130,443 | $7.0M |
| Fortitude Family Office, LLC | 2.52% | Add +27.7% | 130,353 | $7.0M |
| Hudson Capital Management LLC | 2.22% | Add +5.0% | 130,043 | $7.0M |
| Matthew Goff Investment Advisor, LLC | 1.29% | Reduce -0.5% | 129,870 | $7.0M |
| Hobbs Group Advisors, LLC | 2.66% | Reduce -4.6% | 129,443 | $7.0M |
| World Investment Advisors | 0.18% | Add +10.6% | 129,047 | $7.0M |
| Brooklyn FI, LLC | 2.15% | Add +15.6% | 129,039 | $7.0M |
| Liberty Wealth Management LLC | 1.33% | Add +69.2% | 128,866 | $7.0M |
| Black Diamond Financial, LLC | 1.04% | Add +0.5% | 128,776 | $7.0M |
| Causey Wealth LLC | 3.88% | Reduce -15.3% | 128,434 | $6.9M |
| First Trust Advisors LP | 0.01% | Add +1.3% | 128,286 | $6.9M |
| Tudor Investment Corporation | 0.06% | Reduce -31.9% | 128,255 | $6.9M |
| Sequoia Financial Advisors, LLC | 0.05% | Reduce -78.9% | 128,010 | $6.9M |
| Axiom Investors LLC | 0.07% | Reduce -20.0% | 127,100 | $6.9M |
| VPR Management LLC | 3.32% | No change | 126,800 | $6.8M |
| Bryant Woods Investment Advisors, LLC | 3.28% | Reduce -21.7% | 126,211 | $6.8M |
| Rogco, LP | 2.72% | Add +9.3% | 125,865 | $6.8M |
| Broadview Financial Management, LLC | 5.05% | Reduce -0.8% | 125,410 | $6.8M |
| FIL Ltd | 0.01% | Add +3.8% | 124,716 | $6.7M |
| Forvis Mazars Wealth Advisors, LLC | 0.16% | Reduce -14.5% | 123,858 | $6.7M |
| Financial Advisors Network, Inc. | 1.11% | Add +5.2% | 123,620 | $6.7M |
| Hi-Line Capital Management, LLC | 2.49% | Add +13.1% | 123,450 | $6.7M |
| Ssi Investment Management LLC | 2.69% | Add +60.3% | 123,343 | $6.7M |
| Salomon & Ludwin, LLC | 0.71% | Reduce -1.7% | 122,671 | $6.6M |
| Wealth Alliance, LLC | 0.80% | Add +109.0% | 122,645 | $6.6M |
| Tsfg, LLC | 1.35% | Add +60.7% | 122,640 | $6.6M |
| Alliance Wealth Management Group | 1.78% | Add +14.5% | 122,231 | $6.6M |
| Titleist Asset Management, LLC | 0.76% | Reduce -1.8% | 121,616 | $6.6M |
| Mission Wealth Management, LP | 0.16% | Add +0.7% | 120,415 | $6.5M |
| Everett Harris & Co. | 0.08% | Reduce -4.5% | 120,209 | $6.5M |
| LBMC Investment Advisors, LLC | 0.50% | Reduce -4.0% | 119,268 | $6.4M |
| Guidance Point Advisors, LLC | 1.89% | Reduce -9.2% | 118,429 | $6.4M |
| New England Asset Management Inc. | 1.09% | Reduce -13.8% | 118,400 | $6.4M |
| Webster Bank, N. A. | 0.70% | Add +0.4% | 118,230 | $6.4M |
| WBH Advisory Inc. | 0.59% | Reduce -0.8% | 117,678 | $6.4M |
| Modern Wealth Management, LLC | 0.20% | Add +112.0% | 120,649 | $6.3M |
| Heritage Investors Management Corp. | 0.21% | Add +2.0% | 115,359 | $6.2M |
| Sigma Planning Corp | 0.20% | Add +3.1% | 114,833 | $6.2M |
| Texas Yale Capital Corp. | 0.25% | Add +1.3% | 114,215 | $6.2M |
| Highland Capital Management, LLC | 0.36% | Reduce -2.8% | 112,342 | $6.1M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +6.5% | 112,258 | $6.1M |
| DT Investment Partners, LLC | 0.58% | Reduce -4.5% | 111,792 | $6.0M |
| Rothschild Wealth LLC | 1.68% | Add +40.5% | 111,294 | $6.0M |
| Capital A Wealth Management, LLC | 6.24% | Add +18767.3% | 110,374 | $6.0M |
| Birchbrook, Inc. | 3.34% | Add +11.4% | 110,209 | $5.9M |
| Keystone Financial Services | 2.26% | Add +73.0% | 109,861 | $5.9M |
| Smith, Moore & Co. | 0.55% | Add +0.3% | 109,502 | $5.9M |
| Swmg, LLC | 2.33% | Add +44.7% | 109,154 | $5.9M |
| Blueprint Financial Advisors LLC | 3.17% | — | 108,373 | $5.8M |
| Central Pacific Bank - Trust Division | 0.84% | Add +17.6% | 108,105 | $5.8M |
| Kingdom Financial Group LLC. | 4.27% | Reduce -4.4% | 107,936 | $5.8M |
| Avidian Wealth Enterprises, LLC | 0.26% | Add +7.8% | 107,308 | $5.8M |
| Madrona Financial Services, LLC | 1.59% | Add +11.7% | 107,301 | $5.8M |
| First Citizens Asset Management, Inc. | 2.25% | Reduce -1.4% | 107,055 | $5.8M |
| Clearstead Advisors, LLC | 0.09% | Reduce -6.4% | 106,955 | $5.8M |
| Boston Research & Management Inc. | 1.41% | Add +0.5% | 105,778 | $5.7M |
| Kickstand Ventures, Llc. | 1.44% | Add +6.1% | 103,538 | $5.6M |
| PAX Financial Group, LLC | 0.98% | Add +70.8% | 102,954 | $5.6M |
| Ironsides Asset Advisors, LLC | 1.62% | Reduce 0.0% | 102,603 | $5.5M |
| Richard P Slaughter Associates Inc | 1.29% | Add +314.4% | 102,593 | $5.5M |
| Mayflower Financial Advisors, LLC | 0.84% | Add +24.2% | 102,477 | $5.5M |
| Sigma Investment Counselors Inc. | 0.34% | Reduce -3.0% | 102,467 | $5.5M |
| Fairway Wealth LLC | 2.04% | Add +20.7% | 102,396 | $5.5M |
| Howard Bailey Securities, LLC | 1.84% | Add +1.6% | 102,281 | $5.5M |
| Quattro Financial Advisors LLC | 1.89% | Reduce -0.7% | 102,251 | $5.5M |
| Arkadios Wealth Advisors | 0.21% | Add +186.0% | 101,175 | $5.5M |
| Klaas Financial Asset Advisors, LLC | 0.94% | Reduce -4.2% | 100,915 | $5.4M |
| One Capital Management, LLC | 0.18% | Add +1.5% | 100,896 | $5.4M |
| Galilei Investment Office LLP | 2.91% | No change | 99,500 | $5.4M |
| Highline Wealth Partners LLC | 1.80% | Reduce -1.2% | 99,182 | $5.4M |
| Wealthcare Advisory Partners LLC | 0.14% | Add +1.6% | 98,954 | $5.3M |
| Wetzel Investment Advisors, Inc. | 2.70% | Add +2.9% | 98,774 | $5.3M |
| Atlanta Consulting Group Advisors, LLC | 1.56% | Add +30.3% | 98,748 | $5.3M |
| TSA Wealth Managment LLC | 2.07% | Add +114.2% | 96,286 | $5.2M |
| Napatree Capital LLC | 2.90% | Add +2.8% | 95,386 | $5.1M |
| CI Investments Inc. | 0.02% | Add +19.7% | 94,693 | $5.1M |
| Maia Wealth LLC | 1.16% | Add +20.3% | 97,826 | $5.1M |
| Fairview Capital Investment Management, LLC | 0.27% | Reduce -0.4% | 94,434 | $5.1M |
| Elevate Wealth Advisory, Inc. | 3.58% | Add +4.3% | 93,561 | $5.0M |
| Sage Advisory Services, Ltd.Co. | 2.96% | Add +7.4% | 93,297 | $5.0M |
| Snowden Capital Advisors LLC | 0.16% | Add +14.8% | 92,743 | $5.0M |
| Armbruster Capital Management, Inc. | 0.99% | Add +1.3% | 92,225 | $5.0M |
| Brown Brothers Harriman & Co. | 0.03% | Add +43.0% | 91,829 | $5.0M |
| Brookstone Capital Management | 0.07% | Add +32.7% | 91,793 | $5.0M |
| Sweeney & Michel, LLC | 2.16% | — | 103,492 | $4.9M |
| Arbor Investment Advisors, LLC | 0.67% | Add +2.1% | 91,104 | $4.9M |
| Ieq Capital, LLC | 0.04% | Add +41.1% | 90,399 | $4.9M |
| Interchange Capital Partners, LLC | 1.36% | Add +27.6% | 90,067 | $4.9M |
| SageView Advisory Group, LLC | 0.21% | Reduce -25.6% | 89,843 | $4.8M |
| Pointe Capital Management LLC | 2.82% | Add +1.8% | 89,253 | $4.8M |
| Country Club Bank | 0.32% | Add +4.6% | 87,469 | $4.7M |
| Lutz Financial Services LLC | 0.39% | Reduce -1.9% | 87,370 | $4.7M |
| PKO Investment Management Joint-Stock Co | 0.53% | Add +38.1% | 87,013 | $4.7M |
| Encompass Wealth Advisors, LLC | 1.91% | Add +7.2% | 86,757 | $4.7M |
| Frisco Financial Planning LLC | 4.53% | Add +4.7% | 86,644 | $4.7M |
| Allegiance Financial Group Advisory Services LLC | 1.42% | Add +10.1% | 86,332 | $4.7M |
| Triad Wealth Partners, LLC | 1.45% | Add +157.6% | 86,282 | $4.7M |
| FAS Wealth Partners, Inc. | 0.38% | Reduce -5.5% | 85,842 | $4.6M |
| Harbour Capital Advisors, LLC | 1.14% | Reduce -1.1% | 87,094 | $4.6M |
| Richard W. Paul & Associates, LLC | 1.81% | Add +0.5% | 85,646 | $4.6M |
| Summit Trail Advisors, LLC | 0.15% | Add +7.3% | 84,934 | $4.6M |
| Nations Financial Group Inc, /Ia/ | 0.35% | Reduce -28.8% | 84,872 | $4.6M |
| Natixis Advisors, LLC | 0.01% | Add +11.9% | 84,852 | $4.6M |
| Lansing Street Advisors | 1.53% | Reduce -11.6% | 84,699 | $4.6M |
| Circle Wealth Management, LLC | 0.11% | Reduce -15.7% | 84,208 | $4.5M |
| Kilter Group LLC | 2.96% | Add +75.9% | 84,066 | $4.5M |
| Sage Rhino Capital LLC | 1.04% | Reduce -4.8% | 83,255 | $4.5M |
| Life Planning Partners, Inc | 4.07% | Add +3.0% | 83,229 | $4.5M |
| Clarius Group, LLC | 0.28% | Reduce -86.1% | 82,962 | $4.5M |
| HUB Investment Partners, LLC | 0.18% | Reduce -52.4% | 82,462 | $4.5M |
| First Merchants Corp. | 0.18% | Add +20.8% | 82,213 | $4.4M |
| Southern Capital Advisors, LLC | 2.46% | Add +6.6% | 82,023 | $4.4M |
| Asset Dedication, LLC | 0.36% | Reduce -17.6% | 81,933 | $4.4M |
| Tacita Capital Inc | 3.15% | Reduce -0.6% | 81,041 | $4.4M |
| Townsquare Capital LLC | 0.05% | Add +45.0% | 80,813 | $4.4M |
| Keebeck Wealth Management | 0.64% | Add +95.8% | 80,408 | $4.3M |
| Steele Capital Management, Inc. | 0.23% | Add +2.2% | 80,354 | $4.3M |
| Courier Capital LLC | 0.28% | Add +139.3% | 80,315 | $4.3M |
| Hancock Whitney Corp. | 0.14% | Reduce -69.7% | 80,193 | $4.3M |
| Defined Wealth Management, LLC | 2.89% | Add +6.5% | 79,672 | $4.3M |
| Ausdal Financial Partners, Inc. | 0.32% | Add +5.2% | 79,226 | $4.3M |
| Regal Investment Advisors LLC | 0.35% | Add +101.6% | 79,190 | $4.3M |
| Prosperity Consulting Group, LLC | 0.33% | Add +7.8% | 79,043 | $4.3M |
| YHB Investment Advisors, Inc. | 0.36% | Reduce -1.1% | 79,012 | $4.3M |
| Invst, LLC | 0.58% | Add +5.5% | 78,688 | $4.2M |
| Winthrop Capital Management, LLC | 1.17% | Reduce -1.4% | 78,592 | $4.2M |
| JSF Financial, LLC | 1.11% | Reduce -24.4% | 78,276 | $4.2M |
| Cornerstone Management, Inc. | 0.79% | Reduce -0.2% | 77,678 | $4.2M |
| First Horizon Advisors, Inc. | 0.12% | Add +81.5% | 77,541 | $4.2M |
| New Hampshire Trust | 0.96% | Reduce -25.3% | 77,490 | $4.2M |
| Shelter Mutual Insurance Co | 1.00% | No change | 77,114 | $4.2M |
| CarsonAllaria Wealth Management, Ltd. | 2.41% | Add +3.6% | 76,964 | $4.2M |
| BluePointe Capital Management, LLC | 1.58% | Add +139.4% | 76,920 | $4.2M |
| Florida Trust Wealth Management Co | 0.13% | Add +37.5% | 76,670 | $4.1M |
| Willis Johnson & Associates, Inc. | 0.31% | Add +2.4% | 76,503 | $4.1M |
| Prudential Financial Inc. | 0.01% | Reduce -42.0% | 76,450 | $4.1M |
| Csenge Advisory Group | 0.23% | Add +3.9% | 79,201 | $4.1M |
| Fort Point Capital Partners LLC | 0.46% | Add +5.2% | 75,986 | $4.1M |
| FWG Investments, LLC. | 4.81% | Reduce -4.8% | 75,910 | $4.1M |
| Mechanics Financial Corp | 1.86% | Add +6.1% | 75,883 | $4.1M |
| Clayton Financial Group LLC | 1.50% | Add +7.9% | 75,798 | $4.1M |
| Vance Wealth, LLC | 1.52% | Reduce -4.6% | 75,096 | $4.1M |
| Crane Advisory, LLC | 0.73% | Add +0.1% | 78,223 | $4.0M |
| Callan Family Office, LLC | 0.30% | Add +59.4% | 74,755 | $4.0M |
| Macquarie Group Ltd. | 0.01% | Add +60.3% | 74,740 | $4.0M |
| Nwam LLC | 0.35% | Add +9.4% | 74,513 | $4.0M |
| Vident Advisory, LLC | 0.06% | Reduce -6.9% | 74,406 | $4.0M |
| Next Capital Management LLC | 1.92% | Add +7.3% | 74,106 | $4.0M |
| Marks Group Wealth Management, Inc | 0.38% | Add +134.1% | 73,888 | $4.0M |
| OMNI 360 Wealth, Inc. | 2.66% | Add +6.5% | 73,607 | $4.0M |
| Canopy Partners, LLC | 1.55% | Reduce -15.7% | 73,540 | $4.0M |
| Gateway Wealth Partners, LLC | 0.89% | Add +212.9% | 73,486 | $4.0M |
| Lake Street Private Wealth, LLC | 0.65% | Add +534.7% | 73,436 | $4.0M |
| Symphony Financial, Ltd. Co. | 2.34% | Add +56.8% | 75,808 | $4.0M |
| Evergreen Capital Management LLC | 0.13% | Add +0.8% | 73,184 | $3.9M |
| Emergent Wealth Advisors, LLC | 2.86% | Reduce -3.5% | 73,048 | $3.9M |
| Foundry Financial Group, Inc. | 2.43% | Reduce -5.9% | 73,005 | $3.9M |
| Hilltop Holdings Inc. | 0.25% | Add +107.5% | 72,873 | $3.9M |
| Gladstone Institutional Advisory LLC | 0.18% | Reduce -10.1% | 72,822 | $3.9M |
| Leavell Investment Management, Inc. | 0.19% | Add +1.4% | 72,782 | $3.9M |
| Integrated Advisors Network LLC | 0.20% | Add +2.4% | 72,729 | $3.9M |
| Monterey Private Wealth, Inc. | 1.16% | Add +3.1% | 72,668 | $3.9M |
| Northwest Wealth Management, LLC | 0.78% | Add +5.5% | 72,471 | $3.9M |
| AlphaCore Capital LLC | 0.33% | New | 72,437 | $3.9M |
| Empower Advisory Group, LLC | 0.01% | Reduce -19.5% | 72,304 | $3.9M |
| LifeWealth Investments, LLC | 1.87% | Add +73.3% | 72,186 | $3.9M |
| Grand Wealth Management, LLC | 2.14% | Reduce -1.5% | 72,108 | $3.9M |
| Sovereign Investment Advisors, LLC | 1.35% | Reduce -2.8% | 75,413 | $3.9M |
| Financial Council, LLC | 2.09% | Reduce -19.3% | 71,732 | $3.9M |
| James J. Burns & Company, LLC | 0.69% | Add +1.5% | 71,507 | $3.9M |
| Simon Quick Advisors, LLC | 0.22% | Reduce -5.3% | 71,447 | $3.9M |
| TBH Global Asset Management, LLC | 0.74% | Add +26.5% | 67,553 | $3.9M |
| Parr McKnight Wealth Management Group, LLC | 0.55% | Add +3.1% | 71,235 | $3.8M |
| Capital Group Private Client Services, Inc. | 0.04% | No change | 71,012 | $3.8M |
| Global Wealth Management Investment Advisory, Inc. | 0.76% | Add +3.7% | 70,491 | $3.8M |
| Rosenberg Matthew Hamilton | 0.95% | Add +8.5% | 70,413 | $3.8M |
| Federated Hermes, Inc. | 0.01% | Add +41.3% | 70,200 | $3.8M |
| Invera Wealth Advisors, LLC | 2.44% | Reduce -13.0% | 69,977 | $3.8M |
| Minot DeBlois Advisors LLC | 3.76% | Reduce -8.9% | 69,845 | $3.8M |
| Morling Financial Advisors, LLC | 1.30% | Reduce -1.7% | 69,726 | $3.8M |
| 10Elms LLP | 4.45% | Add +10.5% | 69,685 | $3.8M |
| Axxcess Wealth Management, LLC | 0.10% | Add +1.1% | 69,535 | $3.8M |
| LM Advisors LLC | 0.68% | Add +1.8% | 69,469 | $3.7M |
| Exchange Capital Management, Inc. | 0.61% | Add +1.9% | 69,407 | $3.7M |
| Smith Salley Wealth Management | 0.25% | Add +1.4% | 69,320 | $3.7M |
| SPC Financial, Inc. | 0.33% | Add +6.3% | 69,279 | $3.7M |
| Bay Harbor Wealth Management, LLC | 1.18% | Add +59.3% | 69,185 | $3.7M |
| Crewe Advisors LLC | 0.52% | Add +3.5% | 68,837 | $3.7M |
| Variant Private Wealth, LLC | 3.98% | Reduce -0.2% | 68,734 | $3.7M |
| Cranbrook Wealth Management, LLC | 0.86% | Add +0.8% | 68,711 | $3.7M |
| Compound Planning, Inc. | 0.17% | Add +30.3% | 68,537 | $3.7M |
| NorthLanding Financial Partners, LLC | 3.62% | Add +1.1% | 68,289 | $3.7M |
| Signet Financial Management, LLC | 0.50% | Reduce -3.0% | 68,050 | $3.7M |
| Ameraudi Asset Management, Inc. | 2.10% | No change | 67,862 | $3.7M |
| B.O.S.S. Retirement Advisors, LLC | 1.06% | Reduce -12.2% | 67,608 | $3.6M |
| Oppenheimer & Co. Inc. | 0.06% | Reduce -3.3% | 67,463 | $3.6M |
| Aerodigm Wealth, LLC | 2.03% | Reduce -11.2% | 67,444 | $3.6M |
| North Star Asset Management Inc. | 0.17% | Reduce -1.9% | 67,285 | $3.6M |
| Astoria Portfolio Advisors LLC. | 1.23% | Reduce -14.4% | 68,016 | $3.6M |
| Endeavor Private Wealth, Inc. | 1.96% | Add +366.7% | 66,928 | $3.6M |
| Rodgers & Associates, LTD | 0.44% | Add +2.0% | 66,400 | $3.6M |
| Journey Strategic Wealth LLC | 0.12% | Reduce -3.7% | 66,217 | $3.6M |
| Element Wealth, LLC | 1.91% | Reduce -0.9% | 66,061 | $3.6M |
| Signature Estate & Investment Advisors LLC | 0.09% | Reduce -4.4% | 65,444 | $3.5M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.26% | Reduce -2.2% | 65,000 | $3.5M |
| Camelot Technology Advisors, Inc. | 3.24% | Reduce -0.9% | 64,925 | $3.5M |
| Sandy Spring Bank | 0.15% | Add +34.8% | 64,818 | $3.5M |
| University of Maryland Foundation, Inc. | 2.22% | Reduce -81.4% | 64,572 | $3.5M |
| Evolution Wealth Advisors, LLC | 0.58% | Reduce -0.3% | 64,365 | $3.5M |
| EPG Wealth Management LLC | 0.97% | Add +2.4% | 64,303 | $3.5M |
| Nova R Wealth, Inc. | 1.71% | Add +2.7% | 63,845 | $3.4M |
| Heritage Financial Services, LLC | 0.34% | Reduce -3.8% | 63,669 | $3.4M |
| True Vision MN LLC | 2.05% | Add +58.9% | 63,364 | $3.4M |
| Dravo Bay LLC | 1.80% | Reduce -1.7% | 62,948 | $3.4M |
| King Wealth Management Group | 0.51% | Reduce -1.3% | 62,487 | $3.4M |
| Elyxium Wealth, LLC | 1.49% | Reduce -17.6% | 62,280 | $3.4M |
| Mutual Advisors, LLC | 0.10% | Add +3.7% | 62,298 | $3.3M |
| Winthrop Advisory Group LLC | 0.40% | Reduce -0.2% | 61,297 | $3.3M |
| Beacon Bank & Trust | 0.80% | Reduce -4.3% | 61,130 | $3.3M |
| Astra Wealth Partners LLC | 3.14% | Reduce -0.3% | 60,989 | $3.3M |
| AQR Capital Management | 0.00% | Add +81.8% | 60,934 | $3.3M |
| Sovran Advisors, LLC | 0.42% | Add +47.5% | 62,742 | $3.3M |
| Koesten, Hirschmann & Crabtree, INC. | 1.87% | Reduce -4.7% | 60,351 | $3.3M |
| DecisionMap Wealth Management, LLC | 2.48% | Add +18.8% | 60,318 | $3.3M |
| 2UniFi Bank | 2.10% | Add +3.0% | 60,639 | $3.2M |
| Woodmont Investment Counsel LLC | 0.23% | Reduce -0.2% | 60,042 | $3.2M |
| Cordgrass Capital Advisors, LLC | 0.93% | Add +4.8% | 59,980 | $3.2M |
| Intergy Private Wealth, LLC | 1.23% | Reduce -1.8% | 59,745 | $3.2M |
| Endowment Wealth Management, Inc. | 2.07% | Reduce -22.6% | 59,577 | $3.2M |
| Eldridge Investment Advisors, Inc. | 0.74% | Reduce -0.5% | 59,537 | $3.2M |
| WCG Wealth Advisors LLC | 0.24% | Add +33.0% | 59,235 | $3.2M |
| PrairieView Partners, LLC | 0.33% | Add +13.2% | 59,101 | $3.2M |
| Focus Financial Network, Inc. | 0.13% | Add +51.8% | 58,632 | $3.2M |
| Westside Investment Management, Inc. | 0.67% | Reduce -0.7% | 58,258 | $3.1M |
| Independent Financial Group, LLC | 0.11% | Reduce -22.6% | 58,110 | $3.1M |
| Arete Wealth Advisors, LLC | 0.24% | Add +7.7% | 57,902 | $3.1M |
| AXA S.A. | 0.01% | No change | 57,800 | $3.1M |
| Legacy Edge Advisors, LLC | 0.48% | Reduce -11.1% | 57,541 | $3.1M |
| TFB Advisors LLC | 0.89% | Reduce -0.4% | 57,342 | $3.1M |
| Sunburst Financial Group, LLC | 0.76% | Reduce -3.8% | 57,288 | $3.1M |
| Cypress Wealth Services, LLC | 0.63% | Add +66.2% | 57,205 | $3.1M |
| Plancorp, LLC | 0.12% | Add +4.4% | 57,203 | $3.1M |
| Stone Summit Wealth LLC | 1.05% | Add +5.0% | 57,164 | $3.1M |
| Liquid Strategies, LLC | 0.58% | Reduce -1.4% | 57,102 | $3.1M |
| Falcon Wealth Planning | 0.34% | Reduce -11.2% | 56,901 | $3.1M |
| Fiduciary Trust Co | 0.04% | Reduce -9.7% | 56,756 | $3.1M |
| Allie Family Office LLC | 1.68% | Add +2.4% | 56,704 | $3.1M |
| Caliber Wealth Management, LLC / KS | 0.42% | — | 56,699 | $3.1M |
| Elmwood Wealth Management, Inc. | 1.25% | Add +1.6% | 56,623 | $3.1M |
| Virtus Family Office LLC | 3.92% | Add +2.6% | 56,604 | $3.1M |
| Brady Martz Wealth Solutions, LLC | 0.69% | Add +1.1% | 56,415 | $3.0M |
| Squarepoint Ops LLC | 0.01% | Add +40.2% | 55,829 | $3.0M |
| Fifth Third Securities, Inc. | 0.25% | Add +2.6% | 55,779 | $3.0M |
| Pembroke Management, LTD | 0.44% | Reduce -0.2% | 55,702 | $3.0M |
| Diversified Enterprises, LLC | 0.25% | Add +116.7% | 55,686 | $3.0M |
| Princeton Global Asset Management LLC | 0.60% | Add +4.7% | 55,632 | $3.0M |
| MIdWestOne Financial Group, Inc. | 0.42% | Reduce -8.1% | 55,320 | $3.0M |
| Motive Wealth Advisors | 1.57% | Add +0.4% | 54,445 | $2.9M |
| Atlas Capital Advisors Inc. | 0.37% | Reduce -56.4% | 54,410 | $2.9M |
| Convergence Financial, LLC | 0.58% | Reduce -13.1% | 54,410 | $2.9M |
| eCIO, Inc. | 1.17% | — | 53,962 | $2.9M |
| Avalon Capital Management | 0.84% | New | 53,634 | $2.9M |
| Lam Group, Inc. | 2.13% | Reduce -0.0% | 53,565 | $2.9M |
| CoreFirst Bank & Trust | 1.85% | Add +8.2% | 53,401 | $2.9M |
| Hollencrest Capital Management | 0.13% | Reduce -1.2% | 53,314 | $2.9M |
| Wilmington Savings Fund Society, FSB | 0.05% | Reduce -4.3% | 53,207 | $2.9M |
| Argent Trust Co | 0.12% | Reduce -2.0% | 52,783 | $2.8M |
| Rf&l Wealth Management, LLC | 2.03% | Add +7.6% | 52,482 | $2.8M |
| Avid Wealth Partners LLC | 1.90% | New | 51,979 | $2.8M |
| NBT Bank, N.A. | 0.20% | Reduce -24.3% | 51,715 | $2.8M |
| Disciplined Investments, LLC | 1.28% | Add +1.1% | 51,585 | $2.8M |
| Bristlecone Advisors, LLC | 0.23% | Reduce -1.0% | 51,551 | $2.8M |
| Great Lakes Advisors, LLC | 0.02% | Reduce -66.0% | 51,548 | $2.8M |
| Bryn Mawr Trust Advisors, LLC | 0.17% | Add +18.7% | 51,281 | $2.8M |
| Tritonpoint Wealth, LLC | 0.26% | Reduce -3.3% | 50,453 | $2.7M |
| CreativeOne Wealth, LLC | 0.08% | Add +29.7% | 50,371 | $2.7M |
| Ellevest, Inc. | 0.18% | Reduce -33.9% | 50,146 | $2.7M |
| Avos Capital Management, LLC | 1.78% | Reduce -53.2% | 49,873 | $2.7M |
| South Plains Financial, Inc. | 2.09% | Add +2.9% | 49,551 | $2.7M |
| Cypress Financial Planning LLC | 0.96% | Add +9.3% | 49,452 | $2.7M |
| WESCAP Management Group, Inc. | 0.65% | Reduce -7.0% | 49,270 | $2.7M |
| AdvisorNet Financial, Inc | 0.20% | Add +9.9% | 49,151 | $2.7M |
| Unique Wealth Strategies, LLC | 1.20% | Add +13.7% | 49,091 | $2.6M |
| Money Design Co.,Ltd. | 0.13% | Add +1.3% | 49,059 | $2.6M |
| Apella Capital, LLC | 0.09% | Add +24.0% | 51,820 | $2.6M |
| Turtle Creek Wealth Advisors, LLC | 0.39% | Reduce -50.0% | 48,954 | $2.6M |
| Keel Point, LLC | 0.20% | Reduce -17.9% | 48,273 | $2.6M |
| Hobbs Wealth Management, LLC | 2.88% | Add +86.3% | 48,061 | $2.6M |
| Private Trust Co. NA | 0.27% | Add +22.5% | 47,848 | $2.6M |
| Verus Capital Partners, LLC | 0.26% | Add +57.4% | 47,829 | $2.6M |
| D.A. Davidson & Co. | 0.02% | Reduce -9.9% | 47,817 | $2.6M |
| Avior Wealth Management, LLC | 0.10% | Reduce -25.6% | 47,399 | $2.6M |
| IHT Wealth Management, LLC | 0.08% | Reduce -9.6% | 47,331 | $2.6M |
| Charles Schwab Trust Co | 0.21% | Reduce -6.7% | 47,125 | $2.5M |
| AA Financial Advisors, LLC | 0.62% | Reduce -1.6% | 47,088 | $2.5M |
| Transcend Capital Advisors, LLC | 0.18% | Add +15.1% | 46,851 | $2.5M |
| Bremer Bank National Association | 0.45% | Add +1.4% | 46,624 | $2.5M |
| JGP Wealth Management, LLC | 0.33% | Add +9.0% | 46,600 | $2.5M |
| Cyndeo Wealth Partners, LLC | 0.16% | Add +88.4% | 46,474 | $2.5M |
| BCGM Wealth Management, LLC | 0.77% | Add +19.0% | 46,153 | $2.5M |
| Wealth Dimensions Group, Ltd. | 0.59% | Add +11.4% | 45,951 | $2.5M |
| Prospera Financial Services Inc | 0.06% | Add +6.0% | 45,873 | $2.5M |
| Baron Financial Group, LLC | 1.54% | Add +1.5% | 45,427 | $2.5M |
| Curi Capital, LLC | 0.06% | Add +972.0% | 45,121 | $2.4M |
| First United Bank & Trust | 0.91% | Add +13.1% | 45,073 | $2.4M |
| LifePlan Investment Advisors, Inc. | 1.39% | Add +15.3% | 44,825 | $2.4M |
| Zuckerman Investment Group, LLC | 0.26% | No change | 44,678 | $2.4M |
| Orrstown Financial Services Inc. | 0.56% | Reduce -3.0% | 43,507 | $2.3M |
| Stratos Wealth Advisors, LLC | 0.13% | Reduce -36.0% | 43,476 | $2.3M |
| Mycio Wealth Partners, LLC | 0.55% | Reduce -11.7% | 43,402 | $2.3M |
| Compagnie Lombard Odier SCmA | 0.03% | Reduce -2.9% | 43,381 | $2.3M |
| Apeiron RIA LLC | 0.71% | Add +3.1% | 43,320 | $2.3M |
| Balentine LLC | 0.10% | Reduce -1.2% | 43,270 | $2.3M |
| SlateStone Wealth, LLC | 0.23% | Reduce -0.1% | 43,211 | $2.3M |
| AtlasMark Financial, Inc | 2.16% | Add +13.7% | 43,172 | $2.3M |
| One Wealth Capital Management, LLC | 1.25% | Add +136.5% | 43,168 | $2.3M |
| Diversify Advisory Services, LLC | 0.15% | Reduce -5.8% | 43,051 | $2.3M |
| Sepio Capital, LP | 0.18% | No change | 42,582 | $2.3M |
| RFG Advisory, LLC | 0.06% | Add +142.1% | 42,479 | $2.3M |
| Scissortail Wealth Management, LLC | 0.59% | Add +110.8% | 42,295 | $2.3M |
| Centaurus Financial, Inc. | 0.14% | Reduce -4.5% | 42,157 | $2.3M |
| M1 Capital Management LLC | 1.42% | Add +72.0% | 42,018 | $2.3M |
| Norris Perne & French LLP | 0.17% | New | 42,007 | $2.3M |
| Gen-Wealth Partners Inc | 0.95% | Add +129.2% | 41,985 | $2.3M |
| Wealthstream Advisors, Inc. | 0.42% | No change | 41,383 | $2.2M |
| Verus Wealth Management, LLC | 2.45% | Reduce -4.1% | 41,373 | $2.2M |
| CoreCap Advisors, LLC | 0.10% | Add +49.8% | 41,357 | $2.2M |
| Twin Peaks Wealth Advisors, LLC | 1.02% | Add +52.0% | 42,797 | $2.2M |
| Brighton Jones LLC | 0.07% | Reduce -27.9% | 41,313 | $2.2M |
| Richardson Financial Services Inc. | 1.68% | Reduce -1.6% | 40,986 | $2.2M |
| Jaffetilchin Investment Partners, LLC | 0.16% | Add +30.7% | 40,971 | $2.2M |
| Darrow Company, Inc. | 1.23% | Reduce -1.6% | 40,901 | $2.2M |
| Wealth Quarterback LLC | 1.24% | Reduce -27.4% | 40,811 | $2.2M |
| Vontobel Holding Ltd. | 0.01% | Add +223.9% | 40,810 | $2.2M |
| Continental Advisors LLC | 1.63% | No change | 40,800 | $2.2M |
| Stock Yards Bank & Trust Co. | 0.08% | New | 40,419 | $2.2M |
| Firethorn Wealth Partners, LLC | 1.04% | Add +60.4% | 40,350 | $2.2M |
| 5T Wealth, LLC | 1.24% | Add +22.4% | 40,261 | $2.2M |
| KMG Fiduciary Partners, LLC | 0.18% | Add +16.6% | 40,261 | $2.2M |
| Headinvest, LLC | 0.42% | Reduce -0.1% | 40,250 | $2.2M |
| Sapient Capital LLC | 0.04% | Add +8.9% | 40,050 | $2.2M |
| Alpha Omega Wealth Management LLC | 0.41% | Reduce -29.5% | 39,895 | $2.2M |
| Cordant, Inc. | 1.12% | Reduce -0.6% | 39,707 | $2.1M |
| Red Tortoise LLC | 1.11% | Reduce -0.5% | 39,518 | $2.1M |
| Pinnacle Financial Partners Inc | 0.04% | Add +16.6% | 39,546 | $2.1M |
| BCS Wealth Management | 0.54% | Add +10.9% | 39,221 | $2.1M |
| VestGen Advisors, LLC | 0.10% | — | 39,213 | $2.1M |
| Okabena Investment Services Inc. | 0.53% | Add +2.6% | 39,083 | $2.1M |
| DDFG, Inc | 0.58% | Reduce -3.7% | 38,682 | $2.1M |
| CogentBlue Wealth Advisors, LLC | 1.83% | Reduce -7.4% | 38,666 | $2.1M |
| Capital Investment Advisory Services, LLC | 0.19% | Add +7.2% | 38,659 | $2.1M |
| Tradition Wealth Management, LLC | 0.18% | Add +70.9% | 38,421 | $2.1M |
| Fidelis Capital Partners, LLC | 0.22% | Add +9.5% | 38,519 | $2.1M |
| SOL Capital Management CO | 0.23% | Reduce -13.7% | 38,006 | $2.1M |
| Hoxton Planning & Management, LLC | 0.78% | Add +28.6% | 37,818 | $2.0M |
| Pinnacle Associates Ltd. | 0.03% | Reduce -7.1% | 37,729 | $2.0M |
| Freestone Capital Holdings, LLC | 0.08% | Add +2.2% | 37,501 | $2.0M |
| Patton Albertson Miller Group, LLC | 0.30% | Reduce -10.7% | 37,421 | $2.0M |
| Heritage Family Offices, LLP | 1.02% | Reduce -34.9% | 37,088 | $2.0M |
| J.W. Cole Advisors, Inc. | 0.06% | Reduce -28.6% | 37,085 | $2.0M |
| Shared Vision Wealth Group LLC | 1.08% | Add +51.4% | 36,768 | $2.0M |
| Spectrum Planning & Advisory Services Inc. | 1.64% | Add +38.7% | 36,407 | $2.0M |
| Rialto Wealth Management, LLC | 0.62% | Add +8.6% | 36,401 | $2.0M |
| Founders Grove Wealth Partners, LLC | 0.55% | Add +2.8% | 36,368 | $2.0M |
| Jordan Park Trust Co LLC | 1.85% | No change | 36,349 | $2.0M |
| Capital Asset Advisory Services LLC | 0.10% | Add +4.9% | 35,911 | $1.9M |
| Elevation Point Wealth Partners, LLC | 0.17% | Reduce -18.3% | 35,709 | $1.9M |
| Principal Financial Group Inc. | 0.00% | Reduce -21.6% | 35,496 | $1.9M |
| ABLE Financial Group, LLC | 0.54% | Reduce -12.1% | 35,457 | $1.9M |
| LJI Wealth Management, LLC | 0.38% | Reduce -1.3% | 35,326 | $1.9M |
| Lanark Financial, Inc. | 0.16% | — | 35,001 | $1.9M |
| Dynamic Advisor Solutions LLC | 0.06% | Reduce -2.4% | 34,893 | $1.9M |
| Van Cleef Asset Management,Inc | 0.21% | Reduce -1.8% | 34,752 | $1.9M |
| High Net Worth Advisory Group LLC | 0.53% | Add +2.3% | 34,519 | $1.9M |
| Center For Asset Management LLC | 1.13% | Add +58.4% | 34,288 | $1.9M |
| MKD Wealth Coaches, LLC | 2.09% | Reduce -11.3% | 34,238 | $1.8M |
| Joel Adams & Associates, Inc. | 1.66% | Reduce -2.1% | 34,230 | $1.8M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +2.2% | 34,160 | $1.8M |
| Graypoint LLC | 0.12% | Reduce -5.7% | 34,144 | $1.8M |
| Strategic Financial Planning, Inc. | 1.26% | Reduce -9.7% | 33,926 | $1.8M |
| SOA Wealth Advisors, LLC. | 0.38% | Add +347.6% | 145,122 | $1.8M |
| Smithbridge Asset Management Inc. | 0.34% | — | 33,651 | $1.8M |
| Fiduciary Group, LLC | 0.18% | Reduce -1.0% | 33,450 | $1.8M |
| LVZ, Inc. | 0.24% | New | 33,443 | $1.8M |
| Ascent Capital Management, LLC | 1.82% | Reduce -0.1% | 33,436 | $1.8M |
| Carrera Capital Advisors | 0.40% | No change | 33,415 | $1.8M |
| Continuum Advisory, LLC | 0.23% | Add +2.3% | 33,405 | $1.8M |
| One Day In July LLC | 0.18% | Reduce -1.6% | 33,307 | $1.8M |
| Moneco Advisors, LLC | 0.19% | Reduce -22.1% | 33,274 | $1.8M |
| Presilium Private Wealth, LLC | 0.40% | Reduce -52.5% | 33,145 | $1.8M |
| GWN Securities Inc. | 0.10% | New | 32,351 | $1.8M |
| Qube Research & Technologies Ltd | 0.00% | Add +84279.5% | 32,908 | $1.8M |
| Parkside Financial Bank & Trust | 0.23% | Reduce -1.0% | 32,762 | $1.8M |
| HB Wealth Management, LLC | 0.01% | Reduce -0.7% | 32,743 | $1.8M |
| Lifelong Wealth Advisors, Inc. | 0.83% | Add +71.3% | 32,637 | $1.8M |
| Eight 31 Financial, LLC | 1.13% | Add +18.5% | 32,508 | $1.8M |
| Perennial Investment Advisors, LLC | 0.20% | Add +6.1% | 32,458 | $1.8M |
| Aspect Partners, LLC | 1.00% | Add +5.8% | 32,294 | $1.7M |
| 1900 Wealth Management LLC | 0.14% | Reduce -13.7% | 32,266 | $1.7M |
| Rwa Wealth Partners, LLC | 0.02% | Reduce -22.1% | 31,987 | $1.7M |
| Topel & Distasi Wealth Management, LLC | 0.81% | Reduce -5.3% | 31,951 | $1.7M |
| US Financial Advisors, LLC | 0.51% | Reduce -0.5% | 31,904 | $1.7M |
| Traveka Wealth, LLC | 0.96% | Reduce -0.9% | 31,828 | $1.7M |
| Tobias Financial Advisors, Inc. | 0.33% | Add +5.5% | 31,668 | $1.7M |
| Thrive Wealth Management, LLC | 0.33% | Reduce -11.4% | 31,665 | $1.7M |
| TRUE Private Wealth Advisors | 0.21% | Reduce -23.5% | 31,567 | $1.7M |
| Gryphon Financial Partners LLC | 0.25% | Add +0.8% | 31,364 | $1.7M |
| REDW Wealth LLC | 0.63% | Add +12.8% | 31,299 | $1.7M |
| Bleakley Financial Group, LLC | 0.05% | Reduce -12.2% | 30,937 | $1.7M |
| Legacy PCG, LLC | 1.17% | No change | 30,825 | $1.7M |
| Claro Advisors Inc. | 0.22% | Reduce -5.8% | 30,734 | $1.7M |
| Moors & Cabot, Inc. | 0.08% | Add +12.0% | 30,730 | $1.7M |
| F/m Investments LLC | 0.07% | Add +6.6% | 30,610 | $1.7M |
| Parcion Private Wealth LLC | 0.13% | Reduce -1.0% | 30,582 | $1.7M |
| Heritage Trust Co | 0.20% | No change | 30,558 | $1.6M |
| Pineridge Advisors LLC | 0.64% | Add +6.4% | 30,393 | $1.6M |
| BlueSky Wealth Advisors, LLC | 0.25% | Reduce -3.3% | 30,233 | $1.6M |
| SC&H Financial Advisors, Inc. | 0.32% | Add +0.0% | 30,201 | $1.6M |
| FFT Wealth Management LLC | 0.34% | Add +10.4% | 30,183 | $1.6M |
| Level Four Advisory Services, LLC | 0.07% | Add +58.0% | 29,983 | $1.6M |
| Wade Financial Advisory, Inc | 0.55% | Add +5.7% | 29,958 | $1.6M |
| Diversified Portfolios, Inc. | 0.17% | Add +7.8% | 29,794 | $1.6M |
| MV Capital Management, Inc. | 0.17% | Add +116.7% | 29,716 | $1.6M |
| CENTRAL TRUST Co | 0.04% | Reduce -1.2% | 29,516 | $1.6M |
| Rathbones Group PLC | 0.01% | Add +1.4% | 29,485 | $1.6M |
| Chesley Taft & Associates LLC | 0.08% | Reduce -0.5% | 29,450 | $1.6M |
| Boyd Wealth Management, LLC | 0.79% | Add +31.3% | 29,412 | $1.6M |
| My Legacy Advisors, LLC | 0.60% | Add +91.8% | 28,903 | $1.6M |
| Lantz Financial LLC | 0.42% | Add +46.8% | 28,751 | $1.6M |
| Alterna Wealth Management, Inc. | 1.17% | Add +54.3% | 28,498 | $1.5M |
| Stokes Family Office, LLC | 0.17% | Reduce -1.2% | 28,335 | $1.5M |
| Busey Bank | 0.05% | Reduce -5.0% | 28,246 | $1.5M |
| Park Place Capital Corp | 0.41% | Reduce -66.7% | 28,231 | $1.5M |
| TFO Wealth Partners, LLC | 0.30% | Reduce -0.9% | 28,152 | $1.5M |
| Savvy Advisors, Inc. | 0.15% | Add +85.5% | 28,148 | $1.5M |
| Aprio Wealth Management, LLC | 0.19% | Add +403.9% | 28,079 | $1.5M |
| Kelly Financial Group LLC | 0.47% | Reduce -14.1% | 28,068 | $1.5M |
| WealthCare Investment Partners, LLC | 0.64% | Add +20.1% | 29,120 | $1.5M |
| BridgePort Financial Solutions, LLC | 0.68% | Add +2.7% | 27,932 | $1.5M |
| Sabal Trust CO | 0.08% | No change | 27,919 | $1.5M |
| Theory Financial LLC | 0.64% | Add +82.2% | 27,890 | $1.5M |
| Islay Capital Management, LLC | 1.02% | Reduce -10.9% | 27,724 | $1.5M |
| Squire Investment Management Company, LLC | 0.62% | Reduce -0.2% | 27,703 | $1.5M |
| Venture Visionary Partners LLC | 0.06% | Reduce -14.9% | 27,645 | $1.5M |
| Advus Financial Partners, LLC | 0.42% | Add +7.0% | 27,626 | $1.5M |
| JMG Financial Group, Ltd. | 0.05% | Add +1.1% | 27,588 | $1.5M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -27.3% | 31,186 | $1.5M |
| Auxano Advisors, LLC | 0.39% | Reduce -2.2% | 27,540 | $1.5M |
| Northwest Capital Management Inc | 0.61% | Add +43.6% | 27,445 | $1.5M |
| Ancora Advisors LLC | 0.03% | Reduce -11.8% | 27,193 | $1.5M |
| Keystone Financial Group | 0.15% | Add +8.4% | 26,919 | $1.5M |
| Nilsine Partners, LLC | 0.16% | Add +0.4% | 26,928 | $1.5M |
| Chicago Partners Investment Group LLC | 0.05% | Add +0.8% | 26,293 | $1.5M |
| Davis Wealth Advisors, LLC | 1.62% | Add +62.6% | 26,651 | $1.4M |
| Western Wealth Management, LLC | 0.09% | Reduce -49.1% | 26,280 | $1.4M |
| Barnes Wealth Management Group, Inc | 0.91% | Add +80.7% | 26,210 | $1.4M |
| 4Thought Financial Group Inc. | 0.87% | Reduce -27.1% | 26,157 | $1.4M |
| Spinnaker Trust | 0.09% | Reduce -20.9% | 26,151 | $1.4M |
| Vertex Planning Partners, LLC | 0.31% | Add +90.3% | 26,083 | $1.4M |
| Seldon Capital LP | 0.88% | No change | 26,019 | $1.4M |
| UNIVEST FINANCIAL Corp | 0.09% | Reduce -19.4% | 25,954 | $1.4M |
| Larson Financial Group LLC | 0.07% | Reduce -8.7% | 25,879 | $1.4M |
| Concorde Asset Management, LLC | 0.75% | Add +3.4% | 27,292 | $1.4M |
| StoneX Group Inc. | 0.08% | Add +83.0% | 25,799 | $1.4M |
| Vanguard Group Inc. | 0.00% | Add +16.9% | 25,683 | $1.4M |
| Calamos Wealth Management LLC | 0.07% | Reduce -2.1% | 25,658 | $1.4M |
| MMBG Investment Advisors Co. | 0.16% | Add +1.8% | 25,637 | $1.4M |
| Wedbush Securities Inc. | 0.05% | Add +18.6% | 25,613 | $1.4M |
| Ewa, LLC | 0.51% | Reduce -3.5% | 25,555 | $1.4M |
| Shufro Rose & Co. LLC | 0.11% | Reduce -11.6% | 25,306 | $1.4M |
| Cook Wealth, LLC | 0.66% | Reduce -22.6% | 25,217 | $1.4M |
| Watershed Private Wealth LLC | 0.54% | Add +3.9% | 25,245 | $1.4M |
| IFC Advisors LLC | 0.28% | Add +8.8% | 25,032 | $1.4M |
| 3EDGE Asset Management, LP | 0.09% | Add +20.0% | 24,969 | $1.3M |
| Quantinno Capital Management LP | 0.01% | Reduce -42.4% | 24,902 | $1.3M |
| Garde Capital, Inc. | 0.08% | Reduce -1.0% | 24,875 | $1.3M |
| Arax Advisory Partners | 0.09% | Add +24.3% | 24,857 | $1.3M |
| Copperleaf Capital, LLC | 0.80% | Add +85.4% | 24,800 | $1.3M |
| Optiver Holding B.V. | 0.05% | Add +217.7% | 24,773 | $1.3M |
| Westwood Holdings Group Inc. | 0.01% | Reduce -1.1% | 24,687 | $1.3M |
| Ade, LLC | 0.76% | Add +3.7% | 24,571 | $1.3M |
| Lloyd Advisory Services, LLC. | 0.66% | Reduce -4.1% | 24,461 | $1.3M |
| Cornerstone Advisory, LLC | 0.15% | Add +0.3% | 23,474 | $1.3M |
| American State Bank (Iowa) | 0.79% | Add +1.4% | 24,276 | $1.3M |
| Cullen/Frost Bankers, Inc. | 0.02% | Add +121.6% | 24,026 | $1.3M |
| Argent Advisors, Inc. | 0.43% | Add +17.4% | 24,022 | $1.3M |
| Roble, Belko & Company, Inc | 0.21% | Reduce -0.2% | 24,005 | $1.3M |
| Client 1ST Advisory Group, LLC | 0.50% | Add +0.2% | 23,580 | $1.3M |
| Silvercrest Asset Management Group LLC | 0.01% | Reduce -10.5% | 23,567 | $1.3M |
| Two Sigma Securities, LLC | 0.19% | Reduce -25.2% | 23,408 | $1.3M |
| Yukon Wealth Management, Inc. | 0.52% | — | 23,399 | $1.3M |
| Cooper Financial Group | 0.17% | Add +49.0% | 23,349 | $1.3M |
| Lauterbach Financial Advisors, LLC | 0.78% | Add +11.7% | 23,194 | $1.3M |
| Verdence Capital Advisors LLC | 0.10% | Reduce -3.1% | 23,158 | $1.2M |
| Cove Private Wealth, LLC | 0.67% | Add +6.9% | 23,079 | $1.2M |
| Magnolia Capital Advisors LLC | 0.34% | Add +10.8% | 22,984 | $1.2M |
| Greenline Partners, LLC | 0.18% | Add +262.3% | 22,930 | $1.2M |
| Evercore Wealth Management, LLC | 0.02% | No change | 22,896 | $1.2M |
| PFG Investments, LLC | 0.08% | Reduce -5.4% | 22,883 | $1.2M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.29% | Add +4.1% | 22,761 | $1.2M |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.13% | Reduce -4.1% | 22,714 | $1.2M |
| Quest 10 Wealth Builders, Inc. | 1.31% | Reduce -2.8% | 22,681 | $1.2M |
| MSH Capital Advisors LLC | 0.38% | Add +21.5% | 22,667 | $1.2M |
| Meridian Wealth Management, LLC | 0.06% | Reduce -1.4% | 22,603 | $1.2M |
| VanderPol Investments L.L.C. | 2.57% | Add +4.5% | 22,569 | $1.2M |
| Tocqueville Asset Management L.P. | 0.02% | Reduce -0.8% | 22,279 | $1.2M |
| Inman Jager Wealth Management, LLC | 0.90% | Add +39.9% | 22,230 | $1.2M |
| Harbour Investments, Inc. | 0.03% | Add +3.5% | 22,192 | $1.2M |
| Moody National Bank Trust Division | 0.12% | No change | 22,120 | $1.2M |
| Retirement Wealth Solutions LLC | 0.96% | Add +257.1% | 22,104 | $1.2M |
| Benjamin Edwards Inc. | 0.02% | Add +107.2% | 22,102 | $1.2M |
| Family Investment Center, Inc. | 0.29% | Reduce -5.5% | 22,058 | $1.2M |
| Sensible Money, LLC | 0.51% | Reduce -0.6% | 21,970 | $1.2M |
| Signal Advisors Wealth, LLC | 0.12% | Reduce -5.1% | 21,949 | $1.2M |
| Strategy Asset Managers LLC | 0.24% | Add +35.8% | 21,866 | $1.2M |
| Legacy Bridge, LLC | 0.66% | Add +14.0% | 21,833 | $1.2M |
| Wooster Corthell Wealth Management, Inc. | 0.24% | Reduce -1.2% | 21,770 | $1.2M |
| Lodestar Private Asset Management LLC | 0.15% | Add +16.7% | 21,623 | $1.2M |
| Patriot Financial Group Insurance Agency, LLC | 0.16% | Reduce -49.0% | 21,591 | $1.2M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.11% | Reduce -8.9% | 21,518 | $1.2M |
| DAVENPORT & Co LLC | 0.01% | Add +38.4% | 21,499 | $1.2M |
| WealthPLAN Partners, LLC | 0.16% | Add +49.8% | 21,497 | $1.2M |
| Massachusetts Financial Services Co. | 0.00% | No change | 21,453 | $1.2M |
| Aletheian Wealth Advisors LLC | 0.65% | Reduce -1.0% | 21,432 | $1.2M |
| Shade Tree Advisors LLC | 1.15% | No change | 21,419 | $1.2M |
| Rothschild & Co Wealth Management UK Ltd | 0.02% | Reduce -19.4% | 21,250 | $1.1M |
| Evermay Wealth Management LLC | 0.15% | Reduce -0.1% | 21,239 | $1.1M |
| Morris Financial Concepts, Inc. | 0.48% | Add +7.6% | 21,217 | $1.1M |
| LPWM LLC | 0.37% | Reduce -0.1% | 21,199 | $1.1M |
| Garrison Point Advisors, LLC | 0.55% | Add +2.5% | 21,180 | $1.1M |
| Axos Invest Inc. | 0.88% | Reduce -6.3% | 21,109 | $1.1M |
| Tru Independence Asset Management 2, LLC | 0.85% | Add +126.4% | 21,105 | $1.1M |
| Colonial Trust Co / SC | 0.18% | Add +42.2% | 21,065 | $1.1M |
| Warwick Investment Management, Inc. | 0.24% | Reduce -5.9% | 21,014 | $1.1M |
| Northeast Financial Consultants Inc | 0.05% | Reduce -0.7% | 21,006 | $1.1M |
| RCS Financial Planning, LLC | 0.59% | Add +95.6% | 20,871 | $1.1M |
| Westmount Partners, LLC | 0.34% | Add +242.7% | 20,838 | $1.1M |
| Hillcrest Wealth Advisors - NY, LLC | 0.55% | Reduce -0.4% | 20,713 | $1.1M |
| Finley Financial, LLC | 0.62% | Reduce -4.3% | 20,551 | $1.1M |
| Sovereign Financial Group, Inc. | 0.26% | Add +33.8% | 20,545 | $1.1M |
| Fulton Bank, N.A. | 0.04% | Add +10.9% | 20,529 | $1.1M |
| Mosaic Family Wealth Partners, LLC | 0.16% | Reduce -1.8% | 20,522 | $1.1M |
| K2 Financial Inc. | 1.09% | Add +2.4% | 21,313 | $1.1M |
| Pandora Wealth, Inc. | 0.73% | — | 20,449 | $1.1M |
| OneAscent Financial Services LLC | 0.07% | Reduce -11.8% | 20,208 | $1.1M |
| KPP Advisory Services LLC | 0.21% | Reduce -0.5% | 20,096 | $1.1M |
| Syntax Research, Inc. | 0.75% | Reduce -28.1% | 20,095 | $1.1M |
| Choate Investment Advisors | 0.03% | Reduce -5.2% | 20,072 | $1.1M |
| Annie E. Casey Foundation, Inc. | 1.45% | New | 19,891 | $1.1M |
| Diversified Trust Co. | 0.03% | Add +3.7% | 19,849 | $1.1M |
| Pine Valley Investments Ltd Liability Co | 0.07% | Add +20.1% | 19,557 | $1.1M |
| Arcadia Wealth Management, LLC | 0.52% | Add +18.7% | 19,550 | $1.1M |
| Blankinship & Foster, LLC | 0.27% | No change | 19,538 | $1.1M |
| Bush Investment Group, LLC | 0.79% | Add +73.1% | 19,392 | $1.0M |
| Wick Capital Partners, LLC | 0.31% | Reduce -6.3% | 12,848 | $1.0M |
| Sumitomo Mitsui Financial Group, Inc. | 0.02% | Add +11.6% | 19,151 | $1.0M |
| FFG Retirement Advisors LLC | 0.70% | Add +20.6% | 18,989 | $1.0M |
| Soltis Investment Advisors LLC | 0.09% | Reduce -5.8% | 18,959 | $1.0M |
| EverSource Wealth Advisors, LLC | 0.06% | Add +53.0% | 18,920 | $1.0M |
| Cahill Financial Advisors Inc. | 0.14% | Add +2.5% | 18,867 | $1.0M |
| Fragasso Financial Advisors Inc | 0.08% | Reduce -10.4% | 18,807 | $1.0M |
| Darden Wealth Group Inc | 0.79% | Reduce -0.3% | 18,801 | $1.0M |
| Values Added Financial LLC | 0.56% | Reduce -2.3% | 18,794 | $1.0M |
| Valmark Advisers, Inc. | 0.02% | Reduce -17.7% | 18,790 | $1.0M |
| Providence Capital Advisors, LLC | 0.21% | Add +2.6% | 18,789 | $1.0M |
| Centurion Wealth Management LLC | 0.32% | No change | 19,419 | $1.0M |
| Bailard, Inc. | 0.03% | Reduce -5.7% | 18,695 | $1.0M |
| Tolleson Wealth Management, Inc. | 0.19% | Add +8.8% | 18,546 | $1.0M |
| Glassman Wealth Services | 0.17% | Add +943.2% | 18,496 | $998K |
| Colton Groome Financial Advisors, LLC | 0.39% | Add +1.1% | 18,326 | $993K |
| SouthState Bank Corp | 0.05% | Add +21786.9% | 18,385 | $992K |
| LGL Partners, LLC | 0.48% | Add +1.2% | 18,357 | $991K |
| Geometric Wealth Advisors | 0.17% | Add +1.4% | 18,326 | $989K |
| Callan Capital, LLC | 0.07% | Add +152.4% | 18,311 | $988K |
| C2C Wealth Management, LLC | 0.93% | Reduce -0.2% | 18,305 | $988K |
| Tillman Hartley LLC | 0.29% | Reduce -1.0% | 18,234 | $984K |
| McAdam, LLC | 0.06% | Add +18.7% | 18,178 | $981K |
| Occidental Asset Management, LLC | 0.15% | New | 18,150 | $980K |
| Kings Path Partners LLC | 0.48% | Reduce -0.1% | 18,139 | $979K |
| TAGStone Capital, Inc. | 0.48% | Reduce -9.7% | 18,118 | $978K |
| GeoWealth Management, LLC | 0.04% | Add +45.2% | 18,120 | $978K |
| Cibc World Market Inc. | 0.00% | Add +0.9% | 18,076 | $976K |
| Goldstein Advisors, LLC | 0.14% | Add +15.7% | 18,037 | $973K |
| CWA Asset Management Group, LLC | 0.05% | Add +32.8% | 17,985 | $971K |
| William Howard & Co Financial Advisors Inc | 0.91% | Add +4.0% | 17,952 | $969K |
| Flagship Harbor Advisors, LLC | 0.05% | Add +9.5% | 17,942 | $968K |
| Matauro, LLC | 0.20% | Reduce -4.8% | 17,894 | $966K |
| Bangor Savings Bank | 0.09% | Reduce -1.9% | 17,865 | $964K |
| Newman Dignan & Sheerar, Inc. | 0.26% | Reduce -13.8% | 17,750 | $958K |
| Waldron Private Wealth LLC | 0.05% | Reduce -25.1% | 17,728 | $957K |
| Trueblood Wealth Management, LLC | 0.44% | Add +18.9% | 17,702 | $955K |
| Sand Hill Global Advisors, LLC | 0.04% | Add +0.2% | 17,652 | $953K |
| Lido Advisors, LLC | 0.01% | Add +7.6% | 17,638 | $952K |
| International Private Wealth Advisors LLC | 0.90% | Add +24.8% | 17,472 | $943K |
| Kingswood Wealth Advisors, LLC | 0.09% | Add +6.4% | 17,457 | $942K |
| Keyes, Stange & Wooten Wealth Management, LLC | 0.54% | Reduce -0.5% | 17,452 | $942K |
| Petix & Botte Co | 0.25% | Add +4.7% | 17,448 | $942K |
| Jacobi Capital Management LLC | 0.07% | Add +6.7% | 17,432 | $941K |
| Northwest Bancshares, Inc. | 0.17% | Reduce -0.9% | 17,416 | $940K |
| KM Capital Management Ltd. | 0.50% | New | 17,268 | $932K |
| Summit X, LLC | 0.20% | Reduce -73.5% | 17,237 | $930K |
| Cohen Capital Management, Inc. | 0.16% | No change | 17,220 | $929K |
| Avestar Capital, LLC | 0.09% | Add +331.2% | 17,217 | $929K |
| Blue Fin Capital, Inc. | 0.18% | Add +0.7% | 17,172 | $927K |
| Abacus Planning Group, Inc. | 0.16% | Reduce -5.0% | 17,122 | $924K |
| Stelac Advisory Services LLC | 0.38% | Reduce -10.1% | 17,097 | $923K |
| Canvas Wealth Advisors, LLC | 0.24% | Reduce -5.3% | 17,492 | $922K |
| Tranquility Partners, LLC | 0.35% | Reduce -6.5% | 16,932 | $914K |
| Emprise Bank | 0.49% | Reduce -37.9% | 16,839 | $909K |
| Trivium Point Advisory, LLC | 0.11% | Add +34.5% | 16,838 | $909K |
| Tiemann Investment Advisors, LLC | 0.41% | Add +10.8% | 16,798 | $907K |
| FSC Wealth Advisors, LLC | 0.59% | Add +37.9% | 16,759 | $904K |
| Conservest Capital Advisors, Inc. | 0.09% | No change | 16,676 | $900K |
| Roundview Capital LLC | 0.06% | Add +2.5% | 16,650 | $899K |
| Fisher Asset Management | 0.00% | Add +114.2% | 16,625 | $897K |
| Good Steward Wealth Advisors,LLC | 0.82% | — | 16,606 | $896K |
| Regimen Wealth, LLC | 0.29% | Reduce -11.0% | 16,603 | $896K |
| DHK Financial Advisors, Inc. | 0.49% | Add +135.0% | 16,568 | $894K |
| Flagstar Securities, Inc. | 0.23% | Reduce -11.8% | 16,470 | $889K |
| Firestone Capital Management | 0.23% | No change | 16,312 | $880K |
| Bigelow Investment Advisors, LLC | 0.42% | Reduce -5.3% | 16,258 | $877K |
| Baker Boyer National Bank | 0.32% | Reduce -14.0% | 16,202 | $874K |
| Lee Financial Co | 0.13% | Reduce -1.2% | 16,086 | $868K |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -12.3% | 16,072 | $867K |
| Blalock Williams, LLC | 0.97% | Add +78.4% | 16,040 | $866K |
| BNP Paribas Financial Markets | 0.00% | Reduce -90.4% | 16,037 | $866K |
| CX Institutional | 0.03% | Reduce -1.1% | 16,012 | $864K |
| Cornerstone Partners Capital Management, LLC | 1.80% | Add +1.8% | 15,978 | $862K |
| Madison Wealth Partners, Inc | 0.21% | Reduce -5.4% | 15,930 | $860K |
| Five Oceans Advisors | 0.41% | Reduce -6.7% | 15,906 | $858K |
| Mma Asset Management LLC | 0.36% | No change | 15,889 | $858K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.35% | Reduce -28.7% | 15,866 | $856K |
| Wealthgarden F.S. LLC | 0.82% | Add +145.7% | 15,845 | $855K |
| Bahl & Gaynor LLC | 0.00% | Add +0.6% | 15,805 | $853K |
| Friday Financial | 0.51% | Add +0.2% | 15,648 | $849K |
| Evanson Asset Management, LLC | 0.06% | No change | 15,722 | $849K |
| New Republic Capital, LLC | 0.37% | Add +31.1% | 15,699 | $847K |
| Bison Wealth, LLC | 0.08% | Reduce -10.1% | 15,588 | $841K |
| Fullcircle Wealth LLC | 0.34% | Add +83.7% | 15,435 | $832K |
| Forefront Wealth Partners, LLC | 0.57% | Reduce -33.4% | 15,399 | $831K |
| Amara Financial, Llc. | 0.77% | Reduce -2.0% | 15,342 | $828K |
| Everhart Financial Group, Inc. | 0.11% | Add +1.9% | 15,332 | $827K |
| Commonwealth Retirement Investments LLC | 0.33% | Add +42.9% | 15,200 | $820K |
| Quartz Partners, LLC | 0.50% | New | 15,138 | $817K |
| Howe & Rusling Inc. | 0.07% | Reduce -8.4% | 15,115 | $816K |
| Veracity Capital LLC | 0.32% | Reduce -4.2% | 15,069 | $813K |
| Tranquilli Financial Advisor LLC | 0.51% | Reduce -0.5% | 15,063 | $813K |
| Granby Capital Management, LLC | 0.44% | Reduce -64.3% | 15,000 | $810K |
| United Advisor Group, LLC | 0.17% | Add +21.3% | 14,997 | $809K |
| First Heartland Consultants, Inc. | 0.08% | Add +20.3% | 14,980 | $808K |
| Lane & Associates LLC | 0.43% | Reduce -3.3% | 14,897 | $804K |
| Barrett & Company, Inc. | 0.35% | Add +311.8% | 11,403 | $803K |
| FineMark National Bank & Trust | 0.03% | Reduce -3.8% | 14,844 | $801K |
| Cherry Tree Wealth Management, LLC | 0.19% | Reduce -0.6% | 14,776 | $797K |
| Fairvoy Private Wealth, LLC | 0.22% | Add +49.1% | 14,746 | $796K |
| Puff Wealth Management, LLC | 1.40% | Add +6.1% | 14,705 | $794K |
| Vantage Point Financial LLC | 0.40% | Add +98.9% | 14,642 | $790K |
| Viewpoint Capital Management LLC | 0.42% | Add +16.3% | 14,627 | $789K |
| Fourth Dimension Wealth, LLC | 0.38% | Add +5.0% | 14,627 | $789K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +6.5% | 14,581 | $787K |
| Solstein Capital, LLC | 0.46% | No change | 14,580 | $787K |
| Tudor Financial Inc. | 0.47% | Add +0.0% | 14,567 | $786K |
| Amundi | 0.00% | Reduce -3.6% | 14,759 | $785K |
| Alteri Wealth LLC | 0.34% | Reduce -18.4% | 14,441 | $779K |
| Clear Creek Financial Management, LLC | 0.08% | Add +85.2% | 14,383 | $776K |
| Canandaigua National Bank & Trust Co. | 0.08% | Reduce -0.1% | 14,333 | $774K |
| Cornerstone Wealth Management, LLC | 0.05% | Add +1.1% | 14,330 | $773K |
| Binnacle Investments Inc | 0.56% | — | 14,319 | $773K |
| Stonebridge Financial Group, LLC | 0.08% | Add +43.8% | 14,270 | $770K |
| Visionary Wealth Advisors | 0.05% | Reduce -4.9% | 14,184 | $765K |
| TruNorth Capital Management, LLC | 0.19% | Add +13.6% | 14,129 | $763K |
| Aspire Growth Partners LLC | 0.67% | Add +1.7% | 13,725 | $758K |
| Agf Management Ltd. | 0.00% | Reduce -0.3% | 14,040 | $758K |
| Pinnacle Bancorp, Inc. | 0.25% | Reduce -1.3% | 14,030 | $757K |
| Montecito Bank & Trust | 0.13% | Reduce -0.1% | 14,013 | $756K |
| W Advisors, LLC | 0.47% | Add +66.8% | 13,984 | $755K |
| Upper Left Wealth Management, LLC | 0.54% | Reduce -22.3% | 13,977 | $754K |
| Hemington Wealth Management | 0.12% | No change | 13,977 | $754K |
| tru Independence LLC | 0.23% | Reduce -2.1% | 13,939 | $752K |
| Merkkuri Wealth Advisors LLC | 0.64% | Reduce -68.5% | 13,860 | $748K |
| Kraft Asset Management, LLC | 0.68% | No change | 13,841 | $747K |
| Trust Co. of Vermont | 0.04% | Add +47.3% | 13,833 | $747K |
| TPG Financial Advisors, LLC | 0.33% | Add +3.6% | 13,740 | $742K |
| Clear Investment Research, LLC | 0.99% | Reduce -2.6% | 13,718 | $740K |
| National Wealth Management Group, LLC | 0.49% | Reduce -4.3% | 13,714 | $740K |
| Sutton Place Investors LLC | 0.49% | Add +71.4% | 13,479 | $727K |
| Cambridge Financial Group, LLC | 0.31% | Reduce -2.1% | 13,460 | $727K |
| Peirce Capital Management, LLC | 0.36% | Reduce -0.3% | 13,458 | $726K |
| JNBA Financial Advisors | 0.08% | Reduce -1.8% | 13,423 | $724K |
| Kondo Wealth Advisors, Inc. | 0.36% | Reduce -1.1% | 13,372 | $722K |
| Coordinated Financial Services, Inc. | 0.56% | — | 13,348 | $720K |
| Inspire Advisors, LLC | 0.08% | Add +68.2% | 13,346 | $720K |
| Mainstream Capital Management LLC | 0.57% | Reduce -4.5% | 13,289 | $717K |
| Vista Investment Management | 0.28% | Add +0.0% | 13,278 | $717K |
| Nicolet Bankshares Inc. | 0.14% | Reduce -21.4% | 13,237 | $714K |
| Naples Global Advisors, LLC | 0.07% | Reduce -2.1% | 13,210 | $713K |
| Sachetta, LLC | 0.29% | Add +6.2% | 13,196 | $712K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.02% | No change | 13,089 | $706K |
| Laird Norton Wetherby Trust Company, LLC | 0.11% | Reduce -58.4% | 13,025 | $703K |
| Wilshire Advisors LLC | 2.22% | Reduce -49.0% | 130,125 | $702K |
| PCA Investment Advisory Services Inc. | 0.37% | Add +175.3% | 12,980 | $701K |
| Compton Financial Group, LLC | 0.20% | Add +1.0% | 12,948 | $699K |
| Parsons Capital Management Inc. | 0.04% | Reduce -7.1% | 12,926 | $698K |
| JDM Financial Group LLC | 0.35% | Reduce -1.4% | 12,874 | $695K |
| Summit Wealth Partners, LLC | 0.14% | Reduce -3.1% | 12,834 | $693K |
| Toronto Dominion Bank | 0.00% | New | 12,792 | $690K |
| Clearview Wealth Advisors LLC | 0.51% | Add +56.9% | 12,731 | $687K |
| Koshinski Asset Management, Inc. | 0.06% | Add +2.2% | 12,724 | $687K |
| MorganRosel Wealth Management, LLC | 0.21% | Add +1.3% | 12,684 | $685K |
| Panagora Asset Management Inc. | 0.00% | New | 12,618 | $681K |
| PFG Advisors | 0.04% | Reduce -1.3% | 12,617 | $681K |
| Eagle Strategies LLC | 0.12% | Reduce -21.8% | 12,548 | $677K |
| MainStreet Investment Advisors LLC | 0.10% | Add +37.4% | 12,540 | $677K |
| CWS Financial Advisors, LLC | 0.21% | Reduce -1.1% | 12,521 | $676K |
| Consolidated Portfolio Review Corp | 0.11% | Add +2.7% | 12,487 | $674K |
| Maripau Wealth Management LLC | 0.39% | Reduce -15.9% | 12,451 | $672K |
| DBK Financial Counsel, LLC | 0.67% | No change | 12,447 | $672K |
| Allen Capital Group, LLC | 0.08% | Add +4.7% | 12,431 | $671K |
| State Farm Mutual Automobile Insurance Co. | 0.00% | Add +540.5% | 12,413 | $670K |
| Victrix Investment Advisors | 0.35% | New | 12,383 | $668K |
| Meeder Asset Management Inc. | 0.04% | No change | 12,312 | $664K |
| Accurate Wealth Management, LLC | 0.13% | Reduce -9.7% | 12,841 | $663K |
| Comprehensive Money Management Services LLC | 0.53% | No change | 12,230 | $660K |
| Washington Trust Advisors, Inc. | 0.06% | Add +1.2% | 12,208 | $659K |
| Cypress Capital Group | 0.09% | Reduce -11.4% | 12,169 | $657K |
| Kathmere Capital Management, LLC | 0.06% | Add +31.3% | 12,147 | $656K |
| Davidson Trust Co. | 0.31% | Add +2.1% | 12,146 | $656K |
| M Holdings Securities, Inc. | 0.11% | Add +0.4% | 12,091 | $653K |
| Martin Currie Ltd. | 0.03% | Reduce -96.3% | 12,061 | $651K |
| Maryland Capital Advisors Inc. | 0.29% | Reduce -9.0% | 12,057 | $651K |
| Keystone Financial Group, Inc. | 0.46% | Reduce -1.7% | 11,594 | $648K |
| First Manhattan Co. Llc. | 0.00% | Add +42.1% | 11,913 | $643K |
| VERITY Wealth Advisors | 0.48% | No change | 11,905 | $642K |
| Townsend Asset Management Corp. /NC/ | 0.24% | No change | 11,776 | $636K |
| Trilogy Capital Inc. | 0.03% | Add +12.1% | 11,744 | $634K |
| Truepoint, Inc. | 0.02% | Add +15.2% | 11,731 | $633K |
| Howard Financial Services, LTD. | 0.09% | No change | 11,720 | $633K |
| Black Cypress Capital Management, LLC | 0.58% | Reduce -1.2% | 11,719 | $633K |
| Frank, Rimerman Advisors LLC | 0.05% | Reduce -2.2% | 11,685 | $631K |
| Raleigh Capital Management Inc. | 0.28% | Add +70.0% | 11,645 | $628K |
| Mayport, LLC | 0.17% | Reduce -37.0% | 11,617 | $627K |
| Verum Partners LLC | 0.17% | Reduce -1.2% | 11,609 | $627K |
| Legacy Private Trust Co. | 0.04% | Reduce -70.5% | 11,583 | $625K |
| Cornerstone Advisors Asset Management, LLC | 0.13% | Add +0.3% | 11,485 | $620K |
| BIP Wealth, LLC | 0.04% | Reduce -2.5% | 11,463 | $619K |
| Amplius Wealth Advisors, LLC | 0.06% | Add +38.9% | 11,370 | $614K |
| First Bank & Trust | 0.12% | Reduce -6.0% | 11,361 | $613K |
| Net Worth Advisory Group | 0.19% | Reduce -9.3% | 11,349 | $612K |
| Hills Bank & Trust Co | 0.04% | Add +11.0% | 11,296 | $610K |
| Aspen Investment Management Inc | 0.28% | No change | 11,288 | $609K |
| Tufton Capital Management | 0.12% | Add +3.1% | 11,280 | $609K |
| International Assets Investment Management, LLC | 0.05% | Reduce -6.9% | 11,241 | $607K |
| CVA Family Office, LLC | 0.09% | Reduce -19.4% | 11,193 | $604K |
| Synergy Investment Management, LLC | 0.25% | Add +64.4% | 11,161 | $602K |
| Key Financial Inc | 0.13% | Add +0.1% | 11,156 | $602K |
| Accelerate Investment Advisors LLC | 0.50% | Add +47.8% | 11,110 | $600K |
| Creative Financial Designs Inc. | 0.05% | Add +27.9% | 11,103 | $599K |
| Horan Securities, Inc. | 0.23% | Add +57.6% | 11,092 | $599K |
| FF Advisors,LLC | 0.34% | New | 10,811 | $597K |
| Empirical Asset Management, LLC | 0.20% | Reduce -81.3% | 11,035 | $596K |
| 3Chopt Investment Partners, LLC | 0.16% | New | 11,032 | $595K |
| Alpha Advisors, LLC | 0.52% | No change | 10,992 | $593K |
| Earned Wealth Advisors, LLC | 0.13% | Add +9.4% | 10,952 | $591K |
| Palisade Asset Management, LLC | 0.06% | Add +2.2% | 10,940 | $590K |
| Autumn Glory Partners, LLC | 0.29% | Add +0.4% | 10,915 | $589K |
| Phillips Financial Management, LLC | 0.05% | Reduce -0.5% | 10,884 | $587K |
| Capital Advisors, Ltd. LLC | 0.08% | Reduce -0.5% | 10,855 | $586K |
| Haverford Financial Services, Inc. | 0.18% | Reduce -20.2% | 10,840 | $585K |
| Tompkins Financial Corp. | 0.06% | Reduce -7.8% | 10,830 | $584K |
| Millington Financial Advisors, LLC | 0.36% | New | 11,269 | $582K |
| Thrive Capital Management, LLC | 0.35% | New | 19,400 | $582K |
| Brookwood Investment Group LLC | 0.10% | — | 10,775 | $582K |
| Greykasell Wealth Strategies, Inc. | 0.31% | No change | 10,755 | $580K |
| HBK Sorce Advisory LLC | 0.02% | Add +11.0% | 10,739 | $580K |
| PUREfi Wealth, LLC | 0.58% | Add +31.4% | 10,695 | $577K |
| Blue Barn Wealth, LLC | 0.30% | Add +0.5% | 10,681 | $576K |
| Redwood Investment Management, LLC | 0.06% | Add +13.5% | 10,565 | $570K |
| LexAurum Advisors, LLC | 0.11% | Add +22.4% | 10,495 | $566K |
| Sage Financial Group Inc. | 0.05% | Add +2.6% | 10,484 | $566K |
| CGN Advisors LLC | 0.06% | Add +3.2% | 10,435 | $563K |
| SYM FINANCIAL Corp | 0.07% | Reduce -2.9% | 10,429 | $563K |
| Carolinas Wealth Consulting LLC | 0.12% | Add +4.6% | 10,401 | $561K |
| Williams & Novak, LLC | 0.55% | Reduce -2.3% | 10,287 | $558K |
| Absolute Capital Management, LLC | 0.32% | Add +56.0% | 10,285 | $555K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +3.5% | 10,264 | $554K |
| Blue Oak Capital, LLC | 0.31% | Reduce -17.8% | 10,263 | $554K |
| Valley Forge Investment Consultants Inc. Adv | 0.20% | Add +1.7% | 10,261 | $554K |
| Stevens Capital Partners | 0.26% | Add +3.0% | 10,213 | $551K |
| Flputnam Investment Management Co. | 0.01% | Reduce -2.4% | 10,104 | $545K |
| Tempus Wealth Planning, LLC | 0.16% | Add +30.6% | 10,096 | $545K |
| Human Investing LLC | 0.10% | Reduce -2.4% | 10,033 | $541K |
| Index Fund Advisors, Inc. | 0.03% | Reduce -6.5% | 10,024 | $541K |
| BCU Wealth Advisors, LLC | 0.28% | Add +17.6% | 10,002 | $540K |
| 17 Capital Partners, LLC | 0.35% | Add +18.0% | 9,989 | $539K |
| Philadelphia Trust Co. | 0.05% | No change | 9,984 | $539K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -0.1% | 10,016 | $537K |
| Equita Financial Network, Inc. | 0.19% | Add +8.5% | 9,939 | $536K |
| West Wealth Group, LLC | 0.16% | Reduce -5.0% | 9,822 | $532K |
| ONE Advisory Partners, LLC | 0.23% | New | 9,857 | $532K |
| Elios Financial Group Inc. | 0.26% | Add +1.7% | 9,824 | $530K |
| Cornell Pochily Investment Advisors, Inc. | 0.19% | Reduce -4.6% | 9,783 | $528K |
| Unified Investment Management | 0.62% | Reduce -1.1% | 9,753 | $526K |
| Naviter Wealth, LLC | 0.06% | Add +1.4% | 9,703 | $525K |
| Resurgent Financial Advisors LLC | 0.31% | Add +46.3% | 9,666 | $522K |
| Courage Miller Partners, LLC | 0.18% | Add +0.2% | 9,579 | $517K |
| Walkner Condon Financial Advisors LLC | 0.10% | Add +7.1% | 9,544 | $515K |
| Proficio Capital Partners LLC | 0.04% | Add +1.1% | 9,524 | $514K |
| McNamara Financial Services, Inc. | 0.11% | Add +0.9% | 9,510 | $513K |
| Hoge Financial Services, LLC | 0.36% | Reduce -1.2% | 9,482 | $512K |
| Hutchens & Kramer Investment Management Group, LLC | 0.28% | Add +48.3% | 9,472 | $511K |
| Mattern Capital Management, LLC | 0.06% | No change | 9,435 | $509K |
| Charter Oak Capital Management, LLC | 0.05% | Reduce -15.9% | 9,394 | $507K |
| Financial Strategies Group, Inc. | 0.12% | Add +0.2% | 9,713 | $506K |
| Gold Investment Management Ltd. | 0.21% | Add +0.0% | 9,373 | $506K |
| Chapin Davis, Inc. | 0.17% | Add +3.3% | 9,370 | $506K |
| Realta Investment Advisors | 0.23% | Reduce -18.2% | 9,353 | $505K |
| BG Investment Services, LLC | 0.54% | Reduce -21.2% | 9,312 | $503K |
| PKS Advisory Services, LLC | 0.14% | Add +18.2% | 9,293 | $502K |
| Investor's Fiduciary Advisor Network, LLC | 0.24% | Reduce -2.6% | 9,300 | $501K |
| Chicago Capital, LLC | 0.01% | Reduce -3.9% | 9,281 | $501K |
| Axis Wealth Partners, LLC | 0.37% | New | 9,269 | $500K |
| Mgo One Seven LLC | 0.02% | Add +10.9% | 9,227 | $498K |
| Wealth Architects, LLC | 0.05% | New | 9,225 | $498K |
| Latitude Advisors, LLC | 0.29% | Add +4.9% | 9,198 | $496K |
| Berger Financial Group, Inc | 0.03% | Add +1.1% | 9,194 | $496K |
| Strategic Financial Services, Inc. | 0.03% | No change | 9,189 | $496K |
| Essex Bank | 0.12% | Reduce -43.6% | 9,113 | $492K |
| Old National Bancorp | 0.01% | Add +4.6% | 9,105 | $491K |
| Patron Partners, LLC | 0.27% | Reduce -7.0% | 9,100 | $491K |
| American Trust | 0.12% | Reduce -70.0% | 9,070 | $490K |
| Cynosure Group, LLC | 0.07% | Add +10.2% | 9,050 | $488K |
| Pines Wealth Management, LLC | 0.23% | Reduce -25.6% | 10,226 | $488K |
| Hassell Wealth Management, LLC | 0.21% | Reduce -14.9% | 9,338 | $487K |
| Manchester Capital Management LLC | 0.06% | New | 9,018 | $487K |
| Hexagon Capital Partners LLC | 0.09% | Reduce -37.1% | 8,993 | $485K |
| Onyx Bridge Wealth Group LLC | 0.07% | Add +11.7% | 8,953 | $483K |
| FSM Wealth Advisors, LLC | 0.11% | Add +26.4% | 8,923 | $482K |
| Bank of Marin | 0.61% | Add +3.7% | 8,901 | $480K |
| Well Done, LLC | 0.09% | Add +0.2% | 9,184 | $480K |
| Financial Perspectives, Inc | 0.16% | Add +0.6% | 8,861 | $478K |
| BTG Pactual Asset Management US LLC | 0.06% | Reduce -14.2% | 8,859 | $478K |
| Gries Financial LLC | 0.09% | Reduce -2.3% | 8,832 | $477K |
| NDVR, Inc. | 0.49% | Reduce -0.9% | 8,825 | $476K |
| PBMares Wealth Management LLC | 0.09% | Add +0.2% | 8,773 | $473K |
| Kelly Financial Services LLC | 0.16% | New | 8,712 | $470K |
| Tassel Capital Management, Inc. | 0.41% | Add +0.2% | 8,692 | $469K |
| RDA Financial Network | 0.14% | Add +50.9% | 8,680 | $468K |
| Certuity, LLC | 0.05% | Reduce -2.0% | 8,673 | $468K |
| Revolve Wealth Partners, LLC | 0.07% | Add +52.2% | 8,668 | $468K |
| IFG Advisors, LLC | 0.09% | Reduce -15.8% | 8,650 | $467K |
| Plum Street Advisors, LLC | 0.22% | Reduce -0.9% | 8,647 | $467K |
| Old Mission Investment Co LLC | 0.14% | Reduce -0.2% | 8,632 | $466K |
| World Equity Group, Inc. | 0.13% | Add +91.4% | 8,628 | $466K |
| Procyon Advisors, LLC | 0.03% | Add +7.5% | 8,629 | $466K |
| Aspire Private Capital, LLC | 0.11% | Add +81.7% | 8,551 | $461K |
| Citizens National Bank Trust Department | 0.10% | Add +52.0% | 8,515 | $460K |
| WealthTrak Capital Management LLC | 0.40% | Add +76.6% | 8,503 | $459K |
| Wayfinding Financial, LLC | 0.20% | Add +2.3% | 8,471 | $457K |
| Stewardship Advisors, LLC | 0.12% | Add +14.7% | 8,450 | $456K |
| Ridgeline Wealth, LLC | 0.39% | Reduce -7.2% | 8,431 | $455K |
| Live Oak Private Wealth LLC | 0.07% | Add +7.3% | 8,416 | $454K |
| BOK Financial Private Wealth, Inc. | 0.03% | Reduce -0.2% | 8,403 | $454K |
| Coastal Bridge Advisors, LLC | 0.06% | Add +51.9% | 8,351 | $451K |
| Salem Investment Counselors Inc. | 0.02% | Add +4.0% | 8,327 | $449K |
| REAP Financial Group, LLC | 0.11% | Reduce -14.3% | 8,323 | $449K |
| Root Financial Partners, LLC | 0.05% | Add +24.0% | 8,323 | $449K |
| Rossby Financial, LCC | 0.19% | Add +82.5% | 8,309 | $447K |
| PCG Asset Management, LLC | 0.41% | Add +9.4% | 8,189 | $442K |
| Inspirion Wealth Advisors, LLC | 0.06% | No change | 8,169 | $441K |
| Sound View Wealth Advisors Group, LLC | 0.04% | Reduce -32.8% | 8,162 | $441K |
| Seven Mile Advisory | 0.29% | No change | 8,162 | $441K |
| Clark Asset Management, LLC | 0.07% | Reduce -6.0% | 8,126 | $439K |
| Doliver Advisors, LP | 0.12% | Add +0.6% | 8,121 | $438K |
| Maridea Wealth Management LLC | 0.14% | Add +92.5% | 8,082 | $436K |
| Slagle Financial, LLC | 0.19% | Reduce -1.7% | 8,079 | $436K |
| Ally Invest Advisors Inc. | 0.04% | Add +48.1% | 8,068 | $435K |
| Beacon Financial Advisory LLC | 0.13% | Add +41.9% | 8,061 | $435K |
| Kovack Advisors, Inc. | 0.05% | Add +50.4% | 8,011 | $432K |
| Essential Planning, LLC. | 0.17% | Reduce -95.8% | 8,007 | $432K |
| Founders Financial Alliance, LLC | 0.10% | Add +3.8% | 8,002 | $432K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +7.2% | 7,965 | $430K |
| Sage Mountain Advisors LLC | 0.03% | Reduce -13.1% | 7,881 | $425K |
| Optivise Advisory Services LLC | 0.24% | Add +2.7% | 7,878 | $425K |
| ARK & TLK Investments, LLC | 0.15% | New | 7,870 | $425K |
| Arkansas Financial Group, Inc. | 0.07% | Reduce -0.5% | 8,459 | $424K |
| Transce3nd, LLC | 0.19% | Add +26.0% | 7,835 | $423K |
| ICONIQ Capital, LLC | 0.01% | Reduce -73.2% | 7,819 | $422K |
| Yoffe Investment Management, LLC | 0.62% | Reduce -0.0% | 7,799 | $421K |
| American Financial Advisors, LLC | 0.06% | Reduce -4.9% | 7,765 | $419K |
| Breakwater Capital Group | 0.07% | Add +43.7% | 7,752 | $418K |
| 1832 Asset Management L.P. | 0.00% | Add +99.2% | 7,742 | $418K |
| Hubbell Strickland Wealth Management, LLC | 0.20% | Add +1.8% | 7,738 | $418K |
| Seven Post Investment Office LP | 0.16% | No change | 7,693 | $415K |
| Aries Wealth Management | 0.11% | No change | 7,673 | $414K |
| Certus Wealth Management, LLC | 0.28% | Add +2.7% | 7,292 | $414K |
| Compass Capital Corp. /Ma/ | 0.22% | Reduce -24.8% | 7,987 | $412K |
| Accredited Investor Services, LLC | 0.34% | New | 7,622 | $411K |
| Compass Ion Advisors, LLC | 0.05% | Reduce -15.3% | 7,609 | $411K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -0.6% | 7,548 | $407K |
| Rossmore Private Capital | 0.05% | Reduce -46.9% | 7,541 | $407K |
| Whipplewood Advisors, LLC | 0.24% | Add +100.0% | 15,052 | $406K |
| Strategies Wealth Advisors, LLC | 0.05% | Reduce -10.9% | 7,463 | $403K |
| Richards, Merrill & Peterson, Inc. | 0.21% | Add +5.3% | 7,449 | $402K |
| Argonautica Private Wealth Management, Inc. | 0.14% | Reduce -56.2% | 7,441 | $402K |
| Smith Thornton Advisors LLC | 0.25% | Reduce -2.6% | 7,434 | $401K |
| First National Trust Co | 0.02% | Reduce -3.4% | 7,421 | $401K |
| Independence Bank of Kentucky | 0.06% | Add +24.0% | 7,416 | $400K |
| Ellis Investment Partners, LLC | 0.08% | Add +6.7% | 7,411 | $400K |
| KWB Wealth | 0.05% | Add +3.6% | 7,653 | $400K |
| Sharp Wealth Advisory, LLC | 0.31% | No change | 7,391 | $399K |
| Clear Harbor Asset Management, LLC | 0.03% | Add +17.7% | 7,385 | $399K |
| Nicholas Hoffman & Company, LLC. | 0.02% | Reduce -11.8% | 7,382 | $398K |
| Northside Capital Management, LLC | 0.06% | No change | 7,364 | $397K |
| MBA Advisors LLC | 0.20% | Add +5.8% | 7,356 | $397K |
| FSA Advisors, Inc. | 0.31% | Add +24.6% | 7,347 | $397K |
| MN Wealth Advisors, LLC | 0.23% | Add +9.0% | 7,344 | $396K |
| City Holding Co. | 0.06% | No change | 7,334 | $396K |
| Great Diamond Partners, LLC | 0.11% | Reduce -94.8% | 7,328 | $395K |
| Bowman & Co S.C. | 0.20% | Add +19.2% | 7,321 | $395K |
| Semmax Financial Advisors Inc. | 0.11% | Add +78.9% | 7,105 | $395K |
| Trust Point Inc. | 0.04% | Reduce -4.0% | 7,274 | $393K |
| MKT Advisors LLC | 0.18% | New | 8,094 | $392K |
| Nicolet Advisory Services, LLC | 0.04% | Reduce -15.5% | 7,821 | $392K |
| Voisard Asset Management Group, Inc. | 0.11% | Reduce -8.6% | 7,230 | $390K |
| Melfa Wealth Management, Inc. | 0.26% | Add +9.0% | 7,224 | $390K |
| Canandaigua National Trust Co of Florida | 0.34% | Reduce -59.6% | 7,214 | $389K |
| Cadence Bank | 0.03% | Add +0.2% | 7,197 | $388K |
| Awm Capital, LLC | 0.05% | No change | 7,170 | $387K |
| Penobscot Investment Management Company, Inc. | 0.04% | Add +3.0% | 7,149 | $386K |
| Peterson Wealth Advisors, LLC | 0.07% | New | 7,954 | $386K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -10.7% | 7,143 | $385K |
| Catalina Capital Group, LLC | 0.26% | Add +47.3% | 7,118 | $384K |
| Prime Buchholz LLC | 0.13% | Reduce -81.5% | 7,108 | $384K |
| Burford Brothers, Inc. | 0.19% | Reduce -7.9% | 7,083 | $382K |
| Baker Avenue Asset Management, LP | 0.01% | Add +25.1% | 7,071 | $382K |
| Leo Wealth, LLC | 0.05% | Reduce -2.5% | 7,031 | $379K |
| Wesbanco Bank Inc. | 0.01% | Reduce -13.8% | 7,030 | $379K |
| Stephens Inc. | 0.01% | Add +26.1% | 7,021 | $379K |
| Bogart Wealth, LLC | 0.02% | Add +6.9% | 6,968 | $376K |
| Higgins & Schmidt Wealth Strategies LLC | 0.22% | No change | 6,964 | $376K |
| SIMA Wealth Partners, LLC | 0.31% | Reduce -2.2% | 6,922 | $374K |
| Semus Wealth Partners LLC | 0.26% | Add +66.6% | 6,892 | $372K |
| Bell Bank | 0.02% | Add +5.1% | 6,892 | $372K |
| Jackson Square Capital, LLC | 0.12% | New | 6,873 | $371K |
| Noble Wealth Management PBC | 0.25% | Reduce -1.8% | 6,869 | $371K |
| Karpus Management, Inc. | 0.01% | No change | 6,810 | $368K |
| Noesis Capital Mangement Corp. | 0.07% | Reduce -3.1% | 6,792 | $367K |
| Denver PWM, LLC | 0.13% | Reduce -0.2% | 6,768 | $365K |
| Aurdan Capital Management, LLC | 0.14% | Add +15.2% | 6,758 | $365K |
| IVC Wealth Advisors LLC | 0.20% | Add +18.1% | 6,756 | $365K |
| Talisman Wealth Advisors LLC | 0.37% | Add +3.1% | 6,752 | $364K |
| Essex Financial Services, Inc. | 0.03% | Reduce -1.1% | 6,741 | $364K |
| Independent Advisor Alliance | 0.01% | Reduce -91.5% | 6,733 | $363K |
| Clarity Capital Partners LLC | 0.15% | Add +12.6% | 6,727 | $363K |
| Helium Advisors LLC | 0.26% | Add +67.7% | 6,725 | $363K |
| Milestone Asset Management Group, LLC | 0.33% | Reduce -2.8% | 6,714 | $362K |
| Beaumont Financial Advisors, LLC | 0.03% | No change | 6,686 | $361K |
| Jackson Thornton Wealth Management, LLC | 0.05% | Add +2.1% | 6,933 | $360K |
| Atlatl Advisers LLC | 0.23% | Add +14.3% | 6,655 | $359K |
| WPG Advisers, LLC | 0.33% | Reduce -18.7% | 6,637 | $358K |
| Summit Wealth Group, LLC | 0.10% | Add +30.6% | 6,630 | $358K |
| KFG Wealth Management, LLC | 0.06% | Reduce -6.3% | 6,589 | $356K |
| Capital Investment Advisors, LLC | 0.01% | Add +11.2% | 6,578 | $355K |
| Integras Partners LLC | 0.34% | Reduce -7.3% | 6,574 | $355K |
| Plan A Wealth LLC | 0.27% | Reduce -10.2% | 6,571 | $355K |
| Advisors Capital Management, LLC | 0.01% | Reduce -11.3% | 6,565 | $354K |
| Private Capital Management, LLC | 0.04% | No change | 6,561 | $354K |
| Ascentis Independent Advisors | 0.07% | Add +10.9% | 6,558 | $354K |
| JT Stratford LLC | 0.06% | New | 6,556 | $354K |
| Insigneo Advisory Services, LLC | 0.04% | Reduce -3.8% | 6,531 | $353K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -27.5% | 6,517 | $352K |
| Private Management Group Inc. | 0.01% | Reduce -4.4% | 6,483 | $350K |
| Fulcrum Capital LLC | 0.08% | New | 6,469 | $349K |
| Freedom Investment Management, Inc. | 0.03% | New | 6,424 | $347K |
| Kennebec Savings Bank | 0.37% | Reduce -60.4% | 6,408 | $346K |
| Renasant Bank | 0.23% | Reduce -57.9% | 6,399 | $345K |
| LS Investment Advisors, LLC | 0.05% | No change | 6,356 | $343K |
| Aviso Financial Inc. | 0.02% | New | 6,291 | $339K |
| Pinney & Scofield, Inc. | 0.25% | No change | 6,279 | $339K |
| City State Bank | 0.11% | No change | 6,250 | $337K |
| New England Private Wealth Advisors LLC | 0.05% | Add +54.6% | 6,224 | $336K |
| True Link Financial Advisors, LLC | 0.03% | Reduce -4.4% | 6,221 | $336K |
| QRG Capital Management, Inc. | 0.00% | Reduce -3.1% | 6,165 | $333K |
| Dohj, LLC | 0.08% | New | 6,143 | $332K |
| Harrington Investments, INC | 0.19% | Reduce -0.0% | 6,132 | $331K |
| Aspen Grove Capital, LLC | 0.06% | No change | 6,120 | $330K |
| Smartleaf Asset Management LLC | 0.03% | Add +64.7% | 6,100 | $330K |
| Strive Asset Management, LLC | 0.23% | Reduce -21.2% | 6,089 | $329K |
| Trust Co of the South | 0.07% | No change | 6,078 | $328K |
| Main Management LLC | 0.03% | Add +35.5% | 6,057 | $327K |
| Beckerman Institutional, LLC | 0.24% | Add +3.3% | 6,039 | $326K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +2.5% | 6,027 | $326K |
| SMART Wealth LLC | 0.12% | Add +10.1% | 6,029 | $325K |
| Phillips Wealth Planners LLC | 0.34% | Add +3.3% | 6,272 | $324K |
| Hanson & Doremus Investment Management | 0.05% | Reduce -4.1% | 6,007 | $324K |
| Villere St Denis J & Co. LLC | 0.03% | Reduce -34.1% | 5,999 | $324K |
| Cabot Wealth Management Inc. | 0.04% | Add +10.4% | 5,966 | $322K |
| Kaydan Wealth Management, Inc. | 0.10% | Add +31.9% | 5,944 | $321K |
| CFO4Life Group, LLC | 0.05% | Reduce -21.6% | 5,905 | $319K |
| Atlantic Private Wealth, LLC | 0.24% | New | 5,900 | $318K |
| Catalyst Private Wealth, LLC | 0.15% | Reduce -18.6% | 5,898 | $318K |
| FLP Wealth Management, LLC | 1.01% | Add +60.0% | 5,889 | $318K |
| Institute for Wealth Management, LLC. | 0.04% | Reduce -0.6% | 5,875 | $317K |
| Kooman & Associates | 0.12% | No change | 5,845 | $315K |
| One Charles Private Wealth Services, LLC | 0.10% | Add +1.6% | 5,815 | $314K |
| KDK Private Wealth Management, LLC | 0.36% | Reduce -3.7% | 5,818 | $313K |
| Brown Wealth Management, LLC | 0.11% | Reduce -9.6% | 5,786 | $312K |
| Global Assets Advisory, LLC | 0.06% | New | 6,120 | $312K |
| JPL Wealth Management, LLC | 0.09% | Add +0.1% | 5,777 | $312K |
| Meredith Wealth Planning | 0.14% | No change | 5,767 | $311K |
| Wolff Wiese Magana LLC | 0.21% | Add +24.1% | 5,766 | $311K |
| American National Bank & Trust | 0.03% | New | 5,760 | $311K |
| GDS Wealth Management | 0.03% | Reduce -16.1% | 5,682 | $307K |
| Manhattan West Asset Management, LLC | 0.08% | Reduce -4.7% | 5,678 | $306K |
| RHS Financial, LLC | 0.17% | Reduce -15.7% | 5,676 | $306K |
| Jackson Hole Capital Partners, LLC | 0.06% | No change | 5,675 | $306K |
| My Personal CFO, LLC | 0.15% | No change | 5,668 | $306K |
| CPC Advisors, LLC | 0.04% | No change | 5,655 | $305K |
| TOWER TRUST & INVESTMENT Co | 0.24% | — | 5,555 | $301K |
| Legacy Wealth Asset Management, LLC | 0.08% | Reduce -72.3% | 5,568 | $301K |
| First County Bank | 0.17% | Reduce -65.1% | 5,527 | $298K |
| Pinion Investment Advisors, LLC | 0.07% | Reduce -3.0% | 5,522 | $298K |
| Jamison Private Wealth Management, Inc. | 0.05% | Reduce -9.2% | 5,502 | $297K |
| Main Street Financial Solutions, LLC | 0.03% | Reduce -2.6% | 5,502 | $297K |
| Stonekeep Investments, LLC | 0.22% | New | 5,501 | $297K |
| BlackDiamond Wealth Management, LLC | 0.20% | Reduce -62.6% | 5,337 | $296K |
| VestGen Investment Management | 0.22% | New | 5,453 | $294K |
| Mandatum Life Insurance Co Ltd | 0.09% | Reduce -7.5% | 5,444 | $294K |
| Farmers National Bank | 0.08% | Add +10.1% | 5,430 | $293K |
| Tanager Wealth Management LLP | 0.04% | Reduce -2.3% | 5,407 | $292K |
| Golden State Wealth Management, LLC | 0.04% | Add +6.2% | 5,399 | $291K |
| Foster & Motley Inc. | 0.02% | Reduce -1.1% | 5,349 | $289K |
| Biltmore Family Office, LLC | 0.05% | Reduce -7.0% | 5,344 | $288K |
| ORG Partners LLC | 0.07% | Reduce -96.7% | 5,237 | $284K |
| Paces Ferry Wealth Advisors, LLC | 0.14% | Add +22.5% | 5,242 | $283K |
| Capital Wealth Management, LLC | 0.12% | Reduce -4.8% | 5,220 | $282K |
| Cary Street Partners Investment Advisory LLC | 0.16% | Add +49.6% | 5,219 | $282K |
| Avion Wealth | 0.07% | No change | 5,362 | $280K |
| Fiduciary Alliance LLC | 0.03% | New | 5,171 | $279K |
| Regent Peak Wealth Advisors LLC | 0.07% | New | 5,163 | $279K |
| Beacon Financial Group | 0.03% | New | 5,157 | $278K |
| Fortis Capital Management LLC | 0.05% | Add +5.6% | 5,152 | $278K |
| Twelve Points Wealth Management LLC | 0.08% | New | 5,133 | $277K |
| Decker Retirement Planning Inc. | 0.17% | Add +20.5% | 5,118 | $276K |
| Glen Eagle Advisors, LLC | 0.05% | Add +4.3% | 5,088 | $275K |
| Arista Wealth Management, LLC | 0.07% | Add +3.4% | 5,072 | $274K |
| Clarity Wealth Advisors, LLC | 0.08% | Reduce -0.7% | 5,070 | $274K |
| Petra Financial Advisors Inc. | 0.22% | Reduce -2.1% | 5,066 | $273K |
| Tidal Investments LLC | 0.00% | Reduce -98.7% | 5,061 | $273K |
| Kelman-Lazarov, Inc. | 0.05% | New | 5,049 | $272K |
| Debussy Capital Management LP | 0.04% | Reduce -12.2% | 5,045 | $272K |
| Vista Capital Partners, Inc. | 0.03% | Reduce -33.4% | 5,023 | $271K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -9.8% | 4,996 | $270K |
| Great Point Wealth Advisors, LLC | 0.06% | Reduce -3.1% | 4,973 | $268K |
| Uptown Financial Advisors LLC | 0.27% | Add +2.7% | 4,907 | $265K |
| Childress Capital Advisors, LLC | 0.08% | New | 4,876 | $263K |
| Augustine Asset Management Inc. | 0.08% | Add +3.8% | 4,862 | $262K |
| Country Trust Bank | 0.01% | Reduce -28.0% | 4,858 | $262K |
| Balanced Rock Investment Advisors LLC | 0.21% | Reduce -1.0% | 4,852 | $262K |
| Wealth Group, Ltd. | 0.17% | Reduce -21.4% | 4,838 | $261K |
| Matrix Asset Advisors Inc. | 0.03% | Reduce -2.2% | 4,827 | $261K |
| Two West Capital Advisors LLC | 0.22% | New | 5,016 | $259K |
| Coppell Advisory Solutions LLC | 0.04% | Reduce -84.1% | 3,280 | $259K |
| Pure Portfolios Holdings LLC | 0.10% | Reduce -0.4% | 4,790 | $259K |
| Retirement Planning Group, LLC | 0.01% | Reduce -6.3% | 4,771 | $257K |
| Investment Advisory Group, LLC | 0.09% | Reduce -16.7% | 4,761 | $257K |
| Diversify Wealth Management, LLC | 0.02% | Reduce -5.9% | 4,737 | $256K |
| Talon Private Wealth, LLC | 0.03% | Reduce -25.6% | 4,748 | $256K |
| Inscription Capital, LLC | 0.04% | — | 4,963 | $256K |
| Dakota Wealth Management | 0.01% | Add +0.0% | 4,735 | $256K |
| Spectrum Strategic Capital Management, LLC | 0.16% | Add +1.4% | 4,730 | $255K |
| Lynx Investment Advisory | 0.17% | Add +13.0% | 4,711 | $254K |
| Sunpointe, LLC | 0.14% | No change | 4,703 | $254K |
| Avantra Family Wealth, Inc. | 0.24% | Add +17.7% | 4,689 | $253K |
| 180 Wealth Advisors, LLC | 0.04% | Add +10.9% | 4,666 | $253K |
| DGS Capital Management, LLC | 0.07% | Reduce -9.1% | 4,679 | $253K |
| Dearborn Partners LLC | 0.01% | New | 4,673 | $252K |
| Collaborative Wealth Managment Inc. | 0.12% | Reduce -13.8% | 4,672 | $252K |
| Rowlandmiller & Partners.adv | 0.05% | No change | 4,639 | $250K |
| Goelzer Investment Management, Inc. | 0.01% | Reduce -10.8% | 4,619 | $249K |
| Stage Harbor Financial, LLC | 0.21% | Add +1.0% | 4,615 | $249K |
| Fielder Capital Group LLC | 0.07% | No change | 4,605 | $249K |
| Dopkins Wealth Management, LLC | 0.13% | Add +7.8% | 4,600 | $248K |
| Sound Income Strategies, LLC | 0.01% | Reduce -6.7% | 4,593 | $248K |
| Financial Gravity Asset Management, Inc. | 0.05% | — | 4,582 | $247K |
| Lazari Capital Management, Inc. | 0.10% | Reduce -5.3% | 4,575 | $247K |
| Claris Advisors, LLC / Mo / | 0.09% | New | 4,541 | $245K |
| Lowe Wealth Advisors, LLC | 0.10% | No change | 4,530 | $244K |
| Lion Street Advisors, LLC | 0.08% | New | 4,528 | $244K |
| Syntegra Private Wealth Group, LLC | 0.03% | New | 4,523 | $244K |
| C M Bidwell & Associates Ltd. | 0.15% | Reduce -9.0% | 4,520 | $244K |
| Little House Capital LLC | 0.07% | Reduce -9.9% | 4,502 | $243K |
| LCNB Corp. | 0.09% | Reduce -2.4% | 4,491 | $242K |
| Legacy Trust | 0.06% | Add +7.7% | 4,473 | $241K |
| NTV Asset Management LLC | 0.03% | New | 4,460 | $241K |
| Victory Financial Group, LLC | 0.05% | Reduce -23.4% | 4,444 | $240K |
| Raffa Wealth Management, LLC | 0.05% | No change | 4,443 | $240K |
| Abel Hall, LLC | 0.14% | New | 4,429 | $239K |
| Conrad Siegel Investment Advisors, Inc. | 0.06% | New | 4,426 | $239K |
| Saranac Partners Ltd | 0.14% | New | 4,411 | $238K |
| Calton & Associates, Inc. | 0.05% | New | 4,406 | $238K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -10.4% | 4,404 | $238K |
| ETF Portfolio Partners, Inc. | 0.07% | No change | 4,394 | $237K |
| Boston Trust Walden Corp | 0.00% | Add +5.9% | 4,385 | $237K |
| Trust Co | 0.03% | No change | 4,372 | $236K |
| West Michigan Advisors, LLC | 0.08% | No change | 4,369 | $236K |
| Factor Wealth Management LTD | 0.07% | Add +1.7% | 4,363 | $235K |
| Certified Advisory Corp | 0.03% | Reduce -6.2% | 4,356 | $235K |
| apricus wealth, LLC | 0.14% | New | 4,325 | $233K |
| Olde Wealth Management, LLC | 0.08% | Add +9.6% | 4,318 | $233K |
| Johnson Investment Counsel Inc. | 0.00% | New | 4,315 | $233K |
| Glass Jacobson Investment Advisors llc | 0.08% | No change | 4,428 | $231K |
| Pinnacle Family Advisors, LLC | 0.13% | New | 4,269 | $230K |
| LGT Financial Advisors LLC | 0.70% | Add +78.1% | 4,251 | $229K |
| CGC Financial Services, LLC | 0.09% | No change | 4,240 | $229K |
| Financial Life Advisors | 0.08% | Reduce -6.8% | 4,216 | $228K |
| Quad-Cities Investment Group, LLC | 0.11% | Reduce -8.7% | 4,205 | $227K |
| Drucker Wealth 3.0, LLC | 0.05% | Reduce -35.6% | 4,199 | $227K |
| ShoreHaven Wealth Partners, LLC | 0.11% | Reduce -5.6% | 4,192 | $226K |
| Fulcrum Equity Management | 0.24% | New | 4,154 | $224K |
| Pallas Capital Advisors LLC | 0.01% | New | 4,146 | $224K |
| Kavar Capital Partners Group, LLC | 0.04% | No change | 4,121 | $222K |
| Duncan Williams Asset Management, LLC | 0.08% | Reduce -0.8% | 4,107 | $222K |
| Fiduciary Advisors, Inc. | 0.22% | No change | 4,087 | $221K |
| Efficient Advisors, LLC | 0.01% | Reduce -9.4% | 4,083 | $220K |
| Edgestream Partners, L.P. | 0.01% | New | 4,058 | $219K |
| Braun-Bostich & Associates Inc. | 0.16% | Add +2.8% | 4,044 | $218K |
| Riversedge Advisors, LLC | 0.05% | Reduce -66.4% | 4,032 | $218K |
| Keener Financial Planning LLC | 0.14% | Add +2.5% | 4,030 | $217K |
| Matrix Private Capital Group LLC | 0.13% | No change | 4,019 | $217K |
| Zhang Financial LLC | 0.01% | New | 3,992 | $215K |
| Herold Advisors, Inc. | 0.05% | New | 3,989 | $215K |
| Corrado Advisors, LLC | 0.14% | Reduce -5.0% | 3,985 | $215K |
| Silver Oak Securities, Incorporated | 0.02% | Add +19.7% | 3,966 | $215K |
| Intrua Financial, LLC | 0.03% | Add +2.1% | 3,974 | $214K |
| Saxon Interests, Inc. | 0.10% | Reduce -0.1% | 3,945 | $213K |
| Ehrlich Financial Group | 0.15% | New | 3,940 | $213K |
| Postrock Partners LLC | 0.10% | No change | 3,928 | $212K |
| Genesis Wealth Advisors, LLC | 0.17% | Reduce -1.1% | 3,909 | $211K |
| MontVue Capital Management, Inc. | 0.17% | Reduce -2.2% | 3,892 | $210K |
| Edgemoor Investment Advisors, Inc. | 0.02% | Reduce -11.1% | 3,855 | $208K |
| Paladin Advisory Group, LLC | 0.17% | Reduce -10.4% | 3,851 | $208K |
| Independent Wealth Network Inc. | 0.08% | New | 3,851 | $208K |
| Financial Freedom, LLC | 0.12% | Reduce -10.9% | 3,843 | $207K |
| LongView Wealth Management | 0.06% | Reduce -19.4% | 3,834 | $207K |
| Ullmann Wealth Partners Group, LLC | 0.03% | New | 3,833 | $207K |
| Adero Partners, LLC | 0.01% | New | 3,829 | $207K |
| Parkworth Wealth Management, Inc. | 0.16% | Add +68.6% | 3,826 | $207K |
| LPF Advisors LLC | 0.17% | New | 3,822 | $206K |
| Dunhill Financial, LLC | 0.09% | Add +3.5% | 3,819 | $206K |
| Swan Global Investments, LLC | 0.01% | Reduce -98.4% | 3,817 | $206K |
| Eastern Bank | 0.00% | Reduce -10.5% | 3,814 | $206K |
| Harbor Advisory Corp. | 0.07% | New | 3,810 | $206K |
| Citizens Business Bank | 0.04% | New | 3,801 | $205K |
| Integrated Capital Management, LLC | 0.11% | New | 3,804 | $205K |
| Adams Wealth Management | 0.04% | Reduce -4.4% | 3,786 | $204K |
| CacheTech Inc. | 0.04% | Reduce -4.4% | 3,786 | $204K |
| Magnolia Capital Management Ltd. | 0.17% | New | 3,775 | $204K |
| Johnson Financial Group, LLC | 0.02% | New | 3,767 | $203K |
| Atlas Brown,Inc. | 0.07% | New | 3,735 | $202K |
| Ti-Trust, Inc. | 0.13% | New | 3,713 | $200K |
| Banque Cantonale Vaudoise | 0.01% | — | 3,603 | $194K |
| Hazlett, Burt & Watson, Inc. | 0.08% | Reduce -34.6% | 3,384 | $183K |
| Columbia River Financial Group, LLC | 0.12% | New | 3,275 | $176K |
| Riverview Trust Co | 0.17% | No change | 3,165 | $171K |
| Horizons Wealth Management | 0.13% | Add +31.4% | 3,136 | $169K |
| HM Payson & Co. | 0.00% | Reduce -45.4% | 3,118 | $168K |
| Cape Investment Advisory, Inc. | 0.07% | Add +39.8% | 3,064 | $165K |
| Redmont Wealth Advisors LLC | 0.31% | Reduce -82.4% | 2,993 | $162K |
| Cornerstone Planning Group LLC | 0.04% | Add +12.7% | 2,939 | $157K |
| Register Financial Advisors LLC | 0.08% | Add +2.7% | 2,853 | $154K |
| Front Row Advisors LLC | 0.06% | No change | 2,848 | $154K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 2,750 | $148K |
| Rothschild Investment LLC | 0.01% | Reduce -3.4% | 2,711 | $146K |
| St Germain D J Co. Inc. | 0.01% | Reduce -97.7% | 2,624 | $142K |
| Pflug Koory, LLC | 0.08% | No change | 2,554 | $138K |
| Oxford Financial Group, LTD. LLC | 0.01% | Reduce -13.3% | 2,544 | $137K |
| Cardinal Strategic Wealth Guidance | 0.04% | Reduce -39.8% | 2,531 | $137K |
| Proathlete Wealth Management LLC | 0.05% | New | 2,441 | $132K |
| Beacon Capital Management, LLC | 0.02% | Add +26.7% | 2,432 | $131K |
| West Financial Advisors, LLC | 0.02% | No change | 2,414 | $130K |
| Lord & Richards Wealth Management, LLC | 0.15% | Reduce -55.5% | 2,412 | $130K |
| Stephens Consulting, LLC | 0.03% | Add +2.5% | 2,274 | $123K |
| Chesapeake Asset Management LLC | 0.11% | No change | 2,217 | $120K |
| Vermillion & White Wealth Management Group, LLC | 0.09% | Reduce -96.5% | 2,204 | $119K |
| Opal Wealth Advisors, LLC | 0.04% | New | 2,183 | $118K |
| Marshall & Sterling Wealth Advisors Inc. | 0.08% | Add +79.3% | 2,153 | $116K |
| Angeles Wealth Management, LLC | 0.01% | No change | 2,140 | $115K |
| SBI Securities Co., Ltd. | 0.00% | Add +1.6% | 2,098 | $113K |
| Investment Research & Advisory Group, Inc. | 0.04% | Add +21.6% | 1,997 | $108K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 1,974 | $107K |
| Wood Tarver Financial Group, LLC | 0.03% | No change | 1,962 | $106K |
| Center for Financial Planning, Inc. | 0.01% | Add +97.6% | 1,956 | $106K |
| Global Financial Private Client, LLC | 0.04% | Add +66.3% | 1,942 | $105K |
| Pacifica Partners Inc. | 0.05% | Reduce -13.2% | 1,967 | $105K |
| Caldwell Trust Co | 0.01% | Reduce -9.4% | 1,870 | $101K |
| Investors Research Corp | 0.02% | Add +29.9% | 1,840 | $99K |
| Smallwood Wealth Investment Management, LLC | 0.06% | New | 1,839 | $99K |
| IAG Wealth Partners, LLC | 0.02% | Reduce -1.7% | 1,831 | $99K |
| Sierra Ocean, LLC | 0.08% | No change | 1,774 | $97K |
| Nordwand Advisors, LLC | 0.04% | Reduce -75.1% | 1,781 | $96K |
| Sunbelt Securities, Inc. | 0.01% | Add +2.7% | 1,767 | $95K |
| Barnes Dennig Private Wealth Management LLC | 0.14% | — | 1,721 | $93K |
| West Paces Advisors Inc. | 0.02% | No change | 1,687 | $91K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -0.5% | 1,663 | $90K |
| First Financial Corp. | 0.04% | No change | 1,656 | $89K |
| North Capital, Inc. | 0.08% | — | 1,605 | $87K |
| Bellwether Advisors, LLC | 0.02% | Reduce -3.0% | 1,592 | $86K |
| Indiana Trust & Investment Management Co | 0.03% | Reduce -0.6% | 1,559 | $84K |
| Anchor Investment Management, LLC | 0.01% | No change | 1,524 | $82K |
| Concord Wealth Partners | 0.01% | No change | 1,506 | $81K |
| Crews Bank & Trust | 0.01% | No change | 1,500 | $81K |
| Beaird Harris Wealth Management, LLC | 0.01% | Reduce -30.7% | 1,487 | $80K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,472 | $79K |
| Operose Advisors LLC | 0.03% | Add +100.8% | 1,470 | $79K |
| Frazier Financial Advisors, LLC | 0.06% | Add +295.9% | 1,433 | $77K |
| Grey Ledge Advisors, LLC | 0.02% | New | 1,391 | $75K |
| Signature Resources Capital Management, LLC | 0.06% | Add +14.1% | 1,375 | $74K |
| TCTC Holdings, LLC | 0.00% | Reduce -22.4% | 1,370 | $74K |
| Clearstead Trust, LLC | 0.02% | Add +888.1% | 1,334 | $72K |
| Luken Investment Analytics, LLC | 0.03% | New | 1,330 | $72K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | No change | 1,315 | $71K |
| American Capital Advisory, LLC | 0.04% | Add +22.4% | 1,285 | $69K |
| Oakworth Capital, Inc. | 0.00% | Add +306.4% | 1,280 | $69K |
| Arlington Trust Co LLC | 0.01% | No change | 1,279 | $69K |
| Tidemark, LLC | 0.02% | Add +13.6% | 1,252 | $68K |
| Millstone Evans Group, LLC | 0.04% | Add +39.9% | 1,216 | $66K |
| DHJJ Financial Advisors, Ltd. | 0.03% | No change | 1,209 | $65K |
| Bokf, NA | 0.00% | Add +1.9% | 1,205 | $65K |
| Creekmur Asset Management LLC | 0.01% | Add +10.8% | 1,168 | $63K |
| Centennial Bank | 0.03% | No change | 1,157 | $62K |
| Kopp Family Office, LLC | 0.04% | No change | 1,150 | $62K |
| Piscataqua Savings Bank | 0.05% | No change | 1,147 | $62K |
| Moser Wealth Advisors, LLC | 0.03% | New | 1,128 | $61K |
| N.E.W. Advisory Services LLC | 0.00% | New | 1,094 | $59K |
| GW&K Investment Management, LLC | 0.00% | No change | 1,094 | $59K |
| Fairman Group, LLC | 0.05% | No change | 1,095 | $57K |
| Clark Wealth Partners | 0.04% | New | 1,057 | $57K |
| Covestor Ltd | 0.04% | Add +52.9% | 1,047 | $57K |
| MRP Capital Investments, LLC | 0.05% | No change | 983 | $53K |
| Reyes Financial Architecture, Inc. | 0.04% | No change | 980 | $53K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +5.4% | 958 | $52K |
| Family Capital Trust Co | 0.02% | Reduce -2.6% | 947 | $51K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 939 | $51K |
| Union Savings Bank | 0.02% | No change | 918 | $50K |
| Kiker Wealth Management, LLC | 0.03% | New | 913 | $49K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -1.0% | 911 | $49K |
| Knuff & Co LLC | 0.02% | New | 902 | $49K |
| Ascentis Wealth Management, LLC | 0.02% | New | 886 | $48K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Add +76.8% | 893 | $48K |
| Global Wealth Strategies & Associates | 0.01% | Reduce -14.6% | 892 | $48K |
| Godsey & Gibb, Inc. | 0.00% | Add +117.3% | 878 | $47K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +2.7% | 872 | $47K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 860 | $46K |
| McClarren Financial Advisors, Inc. | 0.03% | Reduce -13.6% | 459 | $46K |
| ROSS\JOHNSON & Associates LLC | 0.79% | Add +965.0% | 852 | $46K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 841 | $45K |
| Wells Financial Advisors INC | 0.06% | No change | 815 | $44K |
| Tradewinds Capital Management, LLC | 0.01% | Reduce -6.3% | 790 | $43K |
| Urban Financial Advisory Corp | 0.02% | No change | 785 | $42K |
| Holos Integrated Wealth LLC | 0.03% | No change | 752 | $41K |
| Milestone Investment Advisors LLC | 0.01% | New | 735 | $40K |
| Centerpoint Advisors, LLC | 0.01% | No change | 730 | $39K |
| HighMark Wealth Management LLC | 0.02% | Add +0.7% | 711 | $38K |
| Fort Vancouver Investment Management, LLC | 0.03% | Reduce -0.8% | 711 | $38K |
| Motco | 0.00% | Add +17.1% | 699 | $38K |
| Towne Trust Company, N.A | 0.01% | No change | 698 | $38K |
| Twin Lakes Capital Management, LLC | 0.03% | New | 697 | $38K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | No change | 684 | $37K |
| Brooklyn Investment Group | 0.01% | Reduce -34.7% | 667 | $36K |
| MPWM Advisory Solutions, LLC | 0.03% | No change | 663 | $36K |
| LFA - Lugano Financial Advisors SA | 0.02% | No change | 660 | $36K |
| Inlight Wealth Management, LLC | 0.02% | New | 625 | $34K |
| Zions Bancorporation, National Association | 0.00% | — | 612 | $33K |
| Mascoma Wealth Management LLC | 0.01% | Reduce -54.1% | 610 | $33K |
| Copia Wealth Management | 0.03% | Reduce -42.9% | 593 | $32K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.06% | New | 590 | $32K |
| North Star Investment Management Corp. | 0.00% | Reduce -61.2% | 574 | $31K |
| Kentucky Trust Co | 0.02% | No change | 538 | $29K |
| Hoey Investments, Inc. | 0.01% | New | 522 | $28K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 521 | $28K |
| PSI Advisors, LLC | 0.01% | Reduce -41.3% | 515 | $28K |
| Promus Capital, LLC | 0.02% | No change | 514 | $28K |
| MGB Wealth Management, LLC | 0.01% | No change | 500 | $27K |
| Provident Wealth Management, LLC | 0.01% | New | 500 | $27K |
| Proffitt & Goodson Inc. | 0.00% | Reduce -6.6% | 492 | $27K |
| Kessler Investment Group, LLC | 0.01% | New | 479 | $26K |
| Hughes Financial Services, LLC | 0.01% | New | 474 | $26K |
| Murphy & Mullick Capital Management Corp | 0.02% | Add +120.8% | 468 | $25K |
| First PREMIER Bank | 0.01% | No change | 469 | $25K |
| ESL Trust Services, LLC | 0.01% | Reduce -23.8% | 460 | $25K |
| West Branch Capital LLC | 0.01% | No change | 448 | $24K |
| FSA Wealth Management LLC | 0.01% | Reduce -77.6% | 317 | $24K |
| Ameriflex Group, Inc. | 0.01% | Reduce -73.2% | 421 | $23K |
| Legacy Wealth Managment, LLC | 0.02% | Reduce -7.7% | 419 | $23K |
| Atticus Wealth Management, LLC | 0.01% | Reduce -21.7% | 415 | $22K |
| Centricity Wealth Management, LLC | 0.02% | No change | 408 | $22K |
| North Ridge Wealth Advisors, Inc. | 0.01% | Reduce -6.0% | 405 | $22K |
| McIlrath & Eck, LLC | 0.00% | No change | 393 | $21K |
| New Millennium Group LLC | 0.01% | Reduce -4.4% | 392 | $21K |
| von Borstel & Associates, Inc. | 0.01% | New | 394 | $21K |
| SRH Advisors, LLC | 0.01% | No change | 384 | $21K |
| Lindbrook Capital, LLC | 0.00% | Add +1710.0% | 362 | $20K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 344 | $19K |
| Deane Retirement Strategies, Inc. | 0.01% | New | 343 | $19K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | Reduce -53.2% | 333 | $18K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 328 | $18K |
| Nova Wealth Management, Inc. | 0.02% | New | 326 | $18K |
| Abound Financial, LLC | 0.01% | New | 325 | $18K |
| Park Square Financial Group, LLC | 0.01% | Add +13.9% | 312 | $17K |
| Truvestments Capital LLC | 0.00% | New | 301 | $16K |
| GHP Investment Advisors, Inc. | 0.00% | Add +496.0% | 298 | $16K |
| Evolution Advisers, Inc. | 0.01% | No change | 300 | $16K |
| Nemes Rush Group LLC | 0.00% | No change | 290 | $16K |
| S&T Bank | 0.01% | No change | 289 | $16K |
| TD Capital Management LLC | 0.00% | No change | 284 | $15K |
| Breakwater Investment Management | 0.01% | No change | 281 | $15K |
| Woodside Wealth Management LLC | 0.01% | — | 275 | $15K |
| AllSquare Wealth Management LLC | 0.01% | No change | 272 | $15K |
| Pacific Center for Financial Services | 0.00% | No change | 269 | $15K |
| IMG Wealth Management, Inc. | 0.01% | New | 268 | $14K |
| Montag A & Associates Inc. | 0.00% | No change | 265 | $14K |
| Dakota Community Bank & Trust NA | 0.07% | Reduce -48.1% | 261 | $14K |
| CNB Bank | 0.01% | No change | 261 | $14K |
| Bank of New Hampshire | 0.00% | No change | 260 | $14K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 213 | $13K |
| Anfield Capital Management, LLC | 0.00% | No change | 238 | $13K |
| Evelyn Partners Asset Management Ltd | 0.00% | Reduce -66.6% | 238 | $13K |
| BankPlus Trust Department | 0.00% | No change | 225 | $12K |
| Hantz Financial Services, Inc. | 0.00% | New | 223 | $12K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 219 | $12K |
| Logan Capital Management Inc. | 0.00% | New | 217 | $12K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 215 | $12K |
| Hurley Capital, LLC | 0.01% | Reduce -50.5% | 206 | $11K |
| Comprehensive Financial Planning, Inc. | 0.01% | Add +46.4% | 205 | $11K |
| Accredited Wealth Management, LLC | 0.01% | No change | 200 | $11K |
| Colonial Trust Advisors | 0.00% | No change | 200 | $11K |
| Ramirez Asset Management, Inc. | 0.00% | Reduce -95.4% | 188 | $10K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 187 | $10K |
| Peterson Wealth Services | 0.00% | Reduce -98.6% | 183 | $10K |
| Archer Investment Corp | 0.00% | Reduce -8.2% | 180 | $10K |
| Coston, McIsaac & Partners | 0.00% | Add +174.2% | 170 | $9K |
| Sittner & Nelson, LLC | 0.00% | No change | 166 | $9K |
| Activest Wealth Management | 0.00% | No change | 159 | $9K |
| Aventura Private Wealth, LLC | 0.00% | New | 152 | $8K |
| Addison Advisors LLC | 0.00% | Add +55.8% | 148 | $8K |
| Dogwood Wealth Management LLC | 0.00% | No change | 141 | $8K |
| Kathleen S. Wright Associates Inc. | 0.00% | No change | 124 | $7K |
| Robinswood Financial LLC | 0.00% | No change | 117 | $6K |
| Intelligent Financial Strategies | 0.00% | New | 110 | $6K |
| Peoples Bank | 0.00% | No change | 110 | $6K |
| WFA Asset Management Corp | 0.00% | Reduce -56.6% | 112 | $6K |
| Wealth Preservation Advisors, LLC | 0.00% | — | 104 | $6K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -11.2% | 103 | $6K |
| Hara Capital LLC | 0.00% | No change | 102 | $6K |
| Hopwood Financial Services, Inc. | 0.00% | No change | 100 | $5K |
| Atwood & Palmer Inc. | 0.00% | New | 99 | $5K |
| PFS Partners, LLC | 0.00% | No change | 98 | $5K |
| Davis Capital Management | 0.00% | No change | 94 | $5K |
| Graney & King, LLC | 0.00% | New | 93 | $5K |
| Navigoe, LLC | 0.00% | New | 97 | $5K |
| Valley National Advisers Inc. | 0.00% | No change | 101 | $5K |
| Flaharty Asset Management, LLC | 0.00% | New | 88 | $5K |
| Strengthening Families & Communities, LLC | 0.00% | No change | 86 | $5K |
| Darwin Wealth Management, LLC | 0.00% | No change | 82 | $4K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 78 | $4K |
| Bear Mountain Capital, Inc. | 0.00% | Reduce -16.7% | 70 | $4K |
| NFSG Corp | 0.00% | No change | 66 | $4K |
| Cheviot Value Management, LLC | 0.00% | New | 60 | $3K |
| Ogorek Anthony Joseph /NY/ | 0.00% | New | 66 | $3K |
| Cedar Mountain Advisors, LLC | 0.00% | Reduce -71.6% | 54 | $3K |
| Orion Capital Management LLC | 0.00% | No change | 51 | $3K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 49 | $3K |
| Clarity Asset Management, Inc. | 0.00% | No change | 45 | $2K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 42 | $2K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Reduce -96.8% | 40 | $2K |
| Wiser Advisor Group LLC | 0.00% | No change | 39 | $2K |
| Resources Management Corp. /CT/ | 0.00% | No change | 30 | $2K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | — | 37 | $2K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -93.8% | 35 | $2K |
| Valued Wealth Advisors LLC | 0.00% | No change | 33 | $2K |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -70.1% | 32 | $2K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 29 | $2K |
| Affinity Wealth LLC | 0.00% | No change | 28 | $2K |
| Midwest Capital Advisors, LLC | 0.00% | Reduce -98.9% | 22 | $1K |
| Compass Wealth Management LLC | 0.00% | New | 17 | $918 |
| Global Trust Asset Management, LLC | 0.00% | Reduce -93.2% | 13 | $702 |
| Spurstone Advisory Services, LLC | 0.01% | No change | 10 | $539 |
| POM Investment Strategies, LLC | 0.00% | New | 3 | $162 |
| Safe Harbor Fiduciary, LLC | 0.00% | No change | 2 | $108 |
| Keystone Global Partners, LLC | 0.00% | — | 1 | $54 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 1 | $54 |
"% of holder's portfolio" is IEMG's weight in each manager's 13F, not the share of iShares Core MSCI Emerging the manager owns.