iShares Core MSCI EmergingIEMGETF
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 1,976 institutions reported holding iShares Core MSCI Emerging (IEMG) in their 13F filings, up 66 from Q2 2025. 135 opened new positions and 57 sold out. The largest holders were Bank of America Corp. ($11.3B), Morgan Stanley ($6.5B) and Creative Planning ($5.0B). 4 famous investors held it, including Ray Dalio (0.3% of Bridgewater Associates's portfolio), Joel Greenblatt (0.3% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Core MSCI Emerging
- CUSIP
- 46434G103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 135 | $630.0M |
| Exits | 57 | $117.7M |
All 13F filers, Q2 2025 → Q3 2025: 94,352,561 shares bought and 47,094,228 shares sold, net +47,258,333 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,976 holders
| Bank of America Corp. | 0.84% | Reduce -2.4% | 170,911,791 | $11.3B |
| Morgan Stanley | 0.39% | Add +2.2% | 98,816,734 | $6.5B |
| Creative Planning | 3.78% | Add +2.5% | 75,109,409 | $5.0B |
| Envestnet Asset Management Inc. | 1.33% | Add +14.7% | 70,130,248 | $4.6B |
| Wells Fargo & Company | 0.78% | Add +10.9% | 57,488,391 | $3.8B |
| LPL Financial LLC | 0.90% | Add +9.6% | 46,995,248 | $3.1B |
| JPMorgan Chase & Co. | 0.20% | Add +8.5% | 46,358,778 | $3.1B |
| BlackRock, Inc. | 0.05% | Add +5.8% | 43,724,259 | $2.9B |
| Wealthfront Advisers LLC | 5.82% | Reduce -1.9% | 37,636,978 | $2.5B |
| Tiaa Trust, National Association | 5.21% | Reduce -1.3% | 32,650,052 | $2.1B |
| Goldman Sachs Group Inc. | 0.30% | Add +6.5% | 31,259,056 | $2.1B |
| US Bancorp \de | 2.22% | Add +2.5% | 28,412,025 | $1.9B |
| State of New Jersey Common Pension Fund D | 5.47% | Add +7.8% | 22,561,008 | $1.5B |
| FMR LLC | 0.07% | Add +2.6% | 20,403,963 | $1.3B |
| Raymond James Financial Inc. | 0.39% | Add +1.6% | 18,570,458 | $1.2B |
| Northwestern Mutual Wealth Management Co. | 0.81% | Add +2.1% | 18,399,513 | $1.2B |
| Wit, LLC | 24.66% | Add +0.5% | 16,517,680 | $1.1B |
| UBS Group AG | 0.18% | Reduce -0.1% | 13,643,228 | $899.4M |
| PNC Financial Services Group, Inc. | 0.53% | Add +3.4% | 13,289,934 | $876.1M |
| Bank of New York Mellon Corp | 0.15% | Add +36.4% | 12,289,842 | $810.1M |
| Envestnet Portfolio Solutions, Inc. | 2.77% | Add +4.5% | 11,416,870 | $752.6M |
| Royal Bank of Canada | 0.13% | Add +45.5% | 11,326,611 | $746.6M |
| Charles Schwab Investment Management Inc. | 0.11% | Reduce -0.8% | 10,721,557 | $706.8M |
| Invesco Ltd. | 0.10% | Reduce -32.3% | 9,469,612 | $624.2M |
| Sei Investments Co. | 0.67% | Add +1.6% | 9,449,618 | $622.9M |
| M&T Bank Corp | 2.04% | Reduce -6.5% | 9,193,276 | $606.0M |
| Assetmark, Inc. | 1.25% | Add +1.0% | 8,856,886 | $583.8M |
| Captrust Financial Advisors | 1.15% | Add +4.7% | 8,519,766 | $561.6M |
| Cetera Investment Advisers | 0.63% | Add +57.4% | 8,234,863 | $542.8M |
| Citigroup Inc. | 0.35% | Add +3.8% | 7,727,705 | $509.4M |
| Mariner, LLC | 0.65% | Add +7.0% | 7,586,232 | $500.1M |
| Retirement Systems of Alabama | 1.66% | No change | 7,584,431 | $500.0M |
| Asset Management One Co., Ltd. | 1.32% | Add +5.9% | 6,916,312 | $455.9M |
| Alliancebernstein L.P. | 0.14% | Reduce -6.4% | 6,759,817 | $445.6M |
| Jordan Park Group LLC | 25.33% | Add +1.8% | 6,791,982 | $444.0M |
| Bank of Montreal | 0.19% | Add +11.6% | 6,646,220 | $438.1M |
| Betterment LLC | 0.79% | Reduce -4.4% | 6,101,205 | $402.2M |
| MML Investors Services, LLC | 1.00% | Add +14.0% | 5,658,149 | $373.0M |
| Moneta Group Investment Advisors LLC | 2.89% | Add +0.3% | 5,515,662 | $363.6M |
| Truist Financial Corp. | 0.48% | Add +12.6% | 5,360,821 | $353.4M |
| Park Avenue Securities LLC | 2.63% | Add +16.0% | 5,111,634 | $337.0M |
| Municipal Employees' Retirement System of Michigan | 3.64% | No change | 4,773,111 | $314.6M |
| Cerity Partners LLC | 0.51% | Add +6.5% | 4,735,848 | $312.2M |
| State Street Corp. | 0.01% | Add +7.6% | 4,586,976 | $302.4M |
| Stifel Financial Corp. | 0.27% | Add +4.4% | 4,565,327 | $300.9M |
| Cwm, LLC | 0.88% | Add +6.7% | 4,416,474 | $291.1M |
| Ballentine Partners, LLC | 3.83% | Add +0.7% | 4,186,255 | $276.0M |
| Dynasty Wealth Management, LLC | 3.68% | Add +20.7% | 4,184,691 | $275.9M |
| Ameriprise Financial Inc. | 0.06% | Add +21.1% | 4,177,735 | $275.6M |
| Franklin Resources Inc. | 0.06% | Add +4.3% | 3,883,976 | $256.0M |
| Vantagepoint Investment Advisers LLC | 2.09% | New | 3,882,731 | $255.9M |
| Stairway Partners, LLC | 12.34% | Add +0.9% | 3,523,665 | $232.3M |
| United Capital Financial Advisors, LLC | 1.66% | Add +4.0% | 3,504,248 | $231.0M |
| Osaic Holdings, Inc. | 0.31% | Add +12.7% | 3,389,444 | $218.3M |
| Nationwide Fund Advisors | 11.62% | Reduce -8.7% | 3,196,747 | $210.7M |
| Janney Montgomery Scott LLC | 0.50% | Add +19.8% | 3,196,286 | $210.7M |
| Matson Money. Inc. | 6.90% | Add +0.5% | 3,180,866 | $209.7M |
| Keybank National Association | 0.73% | Add +5.0% | 3,147,806 | $207.5M |
| HighTower Advisors, LLC | 0.23% | Add +1.0% | 3,095,553 | $204.1M |
| Valeo Financial Advisors, LLC | 4.45% | Add +1.9% | 2,961,972 | $195.3M |
| Haverford Trust Co | 1.72% | Reduce -2.5% | 2,896,445 | $190.9M |
| Fifth Third Bancorp | 0.61% | Add +7.4% | 2,890,475 | $190.5M |
| Northern Trust Corp. | 0.02% | Reduce -1.0% | 2,770,896 | $182.7M |
| Federation des caisses Desjardins du Quebec | 0.69% | Add +14.8% | 2,656,434 | $175.1M |
| Mercer Global Advisors Inc. | 0.28% | Add +121.8% | 2,553,315 | $168.3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 4.13% | Add +0.6% | 2,539,381 | $167.4M |
| Deutsche Bank AG | 0.06% | Add +7.7% | 2,521,601 | $166.2M |
| Blue Trust, Inc. | 1.84% | Reduce -5.5% | 2,484,576 | $163.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.51% | Reduce -9.8% | 2,478,256 | $163.4M |
| Alesco Advisors, LLC, An ESL Co | 4.34% | Reduce -3.3% | 2,427,897 | $160.0M |
| Venturi Wealth Management, LLC | 7.38% | Add +79.5% | 2,412,345 | $159.0M |
| Commonwealth Equity Services, LLC | 0.21% | Reduce -1.3% | 2,403,633 | $158.4M |
| Mill Creek Capital Advisors, LLC | 3.23% | Add +4.6% | 2,378,057 | $156.8M |
| Nuveen, LLC | 0.04% | Reduce -2.2% | 2,358,867 | $155.5M |
| Baird Financial Group, Inc. | 0.24% | Add +2.4% | 2,289,026 | $150.9M |
| Halbert Hargrove Global Advisors, LLC | 7.29% | Add +1.3% | 2,258,919 | $148.9M |
| Hirtle & Co., LLC | 5.80% | Add +8.2% | 2,222,857 | $146.5M |
| Hackensack Meridian Health, Inc. | 14.80% | No change | 2,185,000 | $144.0M |
| MAI Capital Management | 0.90% | Add +3.4% | 2,181,024 | $143.8M |
| Focus Partners Wealth | 0.23% | Add +4.6% | 2,167,162 | $142.9M |
| Members Trust Co | 4.68% | Reduce -0.7% | 2,159,402 | $142.3M |
| Balentine LLC | 5.24% | Add +4347.3% | 2,155,404 | $142.1M |
| Partners Capital Investment Group, LLP | 5.47% | Reduce -8.4% | 2,087,514 | $137.6M |
| Manufacturers Life Insurance Company, The | 0.11% | Reduce -3.5% | 2,040,005 | $134.5M |
| NewEdge Advisors, LLC | 0.61% | Add +29.4% | 2,028,701 | $133.7M |
| Quotient Wealth Partners, LLC | 3.62% | Add +1.1% | 2,002,990 | $132.0M |
| Steward Partners Investment Advisory, LLC | 0.73% | Add +327.7% | 1,939,835 | $127.9M |
| Merit Financial Group, LLC | 1.17% | Add +40.1% | 1,926,789 | $127.0M |
| Sagespring Wealth Partners, LLC | 2.46% | Add +19.9% | 2,201,665 | $125.7M |
| Jones Financial Companies LLLP | 0.09% | Add +8.2% | 1,919,469 | $125.4M |
| University of Pittsburgh - Of the Commonwealth System of Higher Education | 99.75% | No change | 1,901,018 | $125.3M |
| Corient Private Wealth LP | 0.19% | Add +6.5% | 1,874,586 | $123.6M |
| Elo Mutual Pension Insurance Co | 2.02% | No change | 1,867,100 | $123.1M |
| Wealth Enhancement Advisory Services, LLC | 0.18% | Reduce -1.1% | 1,797,572 | $120.0M |
| Southern Farm Bureau Life Insurance | 14.06% | No change | 1,813,759 | $119.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2.34% | Add +0.5% | 1,766,844 | $116.5M |
| AE Wealth Management LLC | 0.73% | Add +9.4% | 1,747,766 | $115.2M |
| JB Capital LLC | 4.88% | Add +15.7% | 1,715,500 | $113.1M |
| Lincoln National Corp. | 3.22% | Reduce -6.3% | 1,714,566 | $113.0M |
| Wealthspire Advisors, LLC | 0.59% | Reduce -0.8% | 1,704,967 | $112.4M |
| Sanctuary Advisors, LLC | 0.63% | Add +9.5% | 1,655,981 | $109.2M |
| Financiere des Professionnels - Fonds d'investissement inc. | 6.28% | No change | 1,650,348 | $108.8M |
| Nepc LLC | 2.76% | Add +1.3% | 1,591,307 | $104.9M |
| Bessemer Group Inc. | 0.16% | Add +13.3% | 1,583,928 | $104.4M |
| Citizens Financial Group Inc. | 1.42% | Add +0.4% | 1,568,565 | $103.4M |
| Foundations Investment Advisors, LLC | 1.47% | Add +10.4% | 1,534,313 | $101.1M |
| Elm Partners Management LLC | 4.97% | Add +0.1% | 1,501,164 | $99.0M |
| J. Safra Sarasin Holding AG | 1.59% | Add +8.2% | 1,490,707 | $98.3M |
| Modera Wealth Management, LLC | 1.10% | Reduce -0.6% | 1,439,076 | $94.9M |
| SigFig Wealth Management, LLC | 2.85% | Add +0.8% | 1,407,228 | $92.3M |
| Retirement Investment Advisors, Inc. | 7.53% | Add +1.6% | 1,373,436 | $90.5M |
| Pathstone Holdings, LLC | 0.34% | Reduce -6.5% | 1,335,770 | $88.1M |
| Susquehanna International Group, LLP | 0.13% | Add +112.3% | 1,332,251 | $87.8M |
| Integrated Wealth Concepts LLC | 0.76% | Add +45.9% | 1,292,351 | $85.2M |
| Destination Wealth Management | 2.34% | Add +1.0% | 1,289,247 | $85.0M |
| Robertson Stephens Wealth Management, LLC | 2.56% | Add +3.1% | 1,284,627 | $84.7M |
| Meeder Advisory Services, Inc. | 3.90% | Add +5.3% | 1,271,585 | $83.8M |
| Wharton Business Group, LLC | 3.63% | Reduce -0.3% | 1,261,907 | $83.2M |
| CKW Financial Group | 8.95% | Add +78.2% | 1,235,626 | $82.1M |
| Atria Investments, Inc | 0.93% | Add +9.5% | 1,237,934 | $81.6M |
| Neuberger Berman Group LLC | 0.06% | Add +8.9% | 1,231,569 | $81.2M |
| Old Mission Capital LLC | 2.90% | New | 1,229,625 | $81.1M |
| Comerica Bank | 0.30% | Add +11.2% | 1,204,751 | $79.4M |
| MCF Advisors LLC | 4.81% | Reduce -3.4% | 1,190,449 | $78.5M |
| Alaska Permanent Capital Management, LLC | 5.72% | Reduce -3.2% | 1,183,096 | $77.8M |
| Horizon Investments, LLC | 1.02% | Add +1.9% | 1,177,770 | $77.6M |
| Bridgewater Associates | 0.30% | Reduce -93.2% | 1,161,001 | $76.5M |
| Allspring Global Investments Holdings, LLC | 0.12% | Reduce -7.6% | 1,147,388 | $76.2M |
| Passaic Partners LLC | 9.16% | Reduce -5.3% | 1,154,400 | $76.1M |
| Stratos Wealth Partners, LTD. | 0.90% | Add +11.5% | 1,143,391 | $75.4M |
| Full Sail Capital, LLC | 4.11% | Reduce -4.6% | 1,131,606 | $74.6M |
| Whittier Trust Co. of Nevada Inc. | 1.57% | Add +9.7% | 1,102,007 | $73.8M |
| Fusion Family Wealth, LLC | 5.50% | Reduce -4.9% | 1,113,386 | $73.4M |
| Brown Advisory Inc. | 0.09% | Add +16.4% | 1,106,042 | $72.9M |
| Cambridge Investment Research Advisors, Inc. | 0.20% | Add +7.3% | 1,100,633 | $72.6M |
| Japan Science & Technology Agency | 1.28% | New | 1,094,470 | $72.1M |
| Kestra Investment Management, LLC | 1.93% | Add +11.9% | 1,091,703 | $72.0M |
| Rockefeller Capital Management L.P. | 0.14% | Add +12.6% | 1,087,487 | $71.7M |
| Brookstone Capital Management | 0.83% | Add +4.3% | 1,053,619 | $69.5M |
| Focus Partners Advisor Solutions, LLC | 0.78% | Add +25.2% | 1,018,708 | $68.8M |
| Choreo, LLC | 0.89% | Add +1.9% | 1,040,999 | $68.6M |
| Nisa Investment Advisors, LLC | 0.26% | No change | 1,039,693 | $68.5M |
| Aspiriant, LLC | 2.06% | Add +0.8% | 1,019,936 | $67.2M |
| Lockheed Martin Investment Management Co. | 2.45% | Reduce -0.7% | 1,010,000 | $66.6M |
| Capital Analysts, LLC | 1.94% | Add +3.3% | 1,008,374 | $66.5M |
| Pictet Asset Management Holding SA | 0.06% | Add +467.8% | 1,011,455 | $66.5M |
| Cresset Asset Management, LLC | 0.29% | Add +21.9% | 994,570 | $65.6M |
| NorthCoast Asset Management LLC | 0.26% | Add +13.0% | 993,835 | $65.5M |
| Thrivent Financial for Lutherans | 0.13% | Add +1092.0% | 990,673 | $65.3M |
| Farther Finance Advisors, LLC | 0.95% | Add +183.9% | 949,142 | $62.6M |
| Regions Financial Corp. | 0.40% | Add +0.1% | 932,877 | $61.5M |
| Victory Capital Management Inc. | 0.04% | Add +39.5% | 920,760 | $60.7M |
| Private Wealth Asset Management, LLC | 7.11% | Add +0.6% | 914,331 | $60.3M |
| Greenleaf Trust | 0.55% | Reduce -1.6% | 911,167 | $60.1M |
| Midland Wealth Advisors, LLC | 3.20% | Reduce -5.5% | 907,741 | $59.8M |
| Gotham Asset Management | 0.25% | Add +2.5% | 888,353 | $58.6M |
| Whittier Trust Co. | 0.66% | Add +4.9% | 867,030 | $58.0M |
| Connable Office Inc. | 5.38% | Add +34.0% | 879,365 | $58.0M |
| Heritage Wealth Advisors | 2.53% | Add +3.6% | 878,336 | $57.9M |
| Wedmont Private Capital | 2.15% | Add +1.7% | 866,628 | $57.8M |
| Lido Advisors, LLC | 0.24% | Add +611.1% | 870,475 | $57.4M |
| Ritholtz Wealth Management | 1.11% | Add +3.0% | 868,236 | $57.2M |
| Sterling Capital Management LLC | 0.84% | Reduce -2.6% | 866,306 | $57.1M |
| Schroder Investment Management Group | 0.04% | Reduce -14.1% | 852,222 | $56.0M |
| Quent Capital, LLC | 4.68% | Add +4.0% | 846,790 | $55.8M |
| Allianz Asset Management GmbH | 0.07% | Add +40.4% | 837,700 | $55.2M |
| Orion Porfolio Solutions, LLC | 0.43% | Add +7.8% | 836,746 | $55.2M |
| &partners | 0.35% | Add +41.6% | 817,791 | $53.9M |
| iA Global Asset Management Inc. | 0.72% | Add +13.3% | 801,481 | $52.8M |
| Principal Securities, Inc. | 0.87% | Add +5.9% | 801,214 | $52.8M |
| TD Private Client Wealth LLC | 1.17% | Reduce -2.9% | 784,549 | $51.7M |
| TFC Financial Management, Inc. | 6.53% | Add +0.3% | 773,326 | $51.0M |
| National Philanthropic Trust | 0.57% | Reduce -3.1% | 771,251 | $50.8M |
| Cambridge Associates LLC /Ma/ | 0.92% | Add +21.9% | 763,309 | $50.3M |
| Octavia Wealth Advisors, LLC | 4.93% | Add +2.4% | 752,066 | $49.6M |
| Exchange Traded Concepts, LLC | 0.47% | Add +14006.2% | 740,576 | $48.8M |
| Cobblestone Capital Advisors LLC | 2.29% | Add +1.0% | 724,616 | $47.8M |
| Makena Capital Management LLC | 4.93% | Reduce -7.2% | 723,846 | $47.7M |
| Vestmark Advisory Solutions, Inc. | 0.91% | Reduce -40.2% | 721,095 | $47.5M |
| Trek Financial, LLC | 2.81% | Add +35.5% | 716,747 | $47.2M |
| Connecticut Wealth Management, LLC | 2.08% | Reduce -5.1% | 712,574 | $47.0M |
| Savant Capital, LLC | 0.28% | Add +7.4% | 708,423 | $46.7M |
| Litman Gregory Wealth Management LLC | 3.41% | Reduce -0.6% | 696,053 | $45.9M |
| 49 Wealth Management, LLC | 4.33% | Add +8.9% | 695,891 | $45.9M |
| Heck Capital Advisors, LLC | 3.50% | Add +22.2% | 687,330 | $45.3M |
| MPS Loria Financial Planners, LLC | 11.93% | Reduce -0.1% | 681,140 | $44.9M |
| Sompo Asset Management Co., Ltd. | 7.51% | Reduce -1.7% | 661,515 | $43.6M |
| Financial Synergies Wealth Advisors, Inc. | 4.36% | Add +0.8% | 652,895 | $43.0M |
| Parkside Investments, LLC | 5.36% | Add +6.7% | 651,187 | $42.9M |
| RiverFront Investment Group, LLC | 0.75% | Add +4.1% | 646,437 | $42.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.68% | Reduce -6.4% | 649,052 | $42.8M |
| Santa Clara Valley Transportation Authority | 35.05% | Add +3.2% | 634,068 | $41.8M |
| First Foundation Advisors | 1.53% | Add +6.0% | 628,502 | $41.4M |
| GenTrust, LLC | 1.87% | Reduce -6.9% | 625,467 | $41.2M |
| Wescott Financial Advisory Group, LLC | 3.70% | Reduce -2.8% | 625,249 | $41.2M |
| MBL Wealth, LLC | 3.60% | Add +0.7% | 624,177 | $41.1M |
| Private Advisor Group, LLC | 0.20% | Add +14.5% | 623,723 | $41.1M |
| Signaturefd, LLC | 0.64% | Add +1.0% | 614,657 | $40.5M |
| Ironwood Wealth Management, LLC. | 13.48% | Add +39.5% | 610,090 | $40.2M |
| First Citizens Bank & Trust Co. | 0.87% | Reduce -11.9% | 610,003 | $40.2M |
| Investure, LLC | 2.46% | Add +9.3% | 603,255 | $39.8M |
| Icon Wealth Advisors, LLC | 2.69% | Add +31.9% | 602,953 | $39.7M |
| Schneider Downs Wealth Management Advisors, LP | 4.68% | Add +3.3% | 598,279 | $39.4M |
| Chai Trust Co. LLC | 2.59% | No change | 594,544 | $39.2M |
| Myriad Asset Management US LP | 21.26% | Add +23.0% | 593,384 | $39.1M |
| Commerce Bank | 0.21% | Add +2.5% | 576,746 | $38.0M |
| NorthRock Partners, LLC | 0.68% | Add +8.2% | 567,504 | $37.4M |
| Red Cedar Investment Management, LLC | 4.37% | Reduce -1.1% | 565,156 | $37.3M |
| SCS Capital Management LLC | 0.40% | Reduce -2.5% | 562,933 | $37.1M |
| Austin Private Wealth, LLC | 2.85% | Reduce -21.4% | 562,474 | $37.1M |
| Scarborough Advisors, LLC | 6.52% | Add +17.0% | 560,844 | $37.0M |
| HSBC Holdings PLC | 0.02% | Add +2.1% | 556,239 | $36.7M |
| BLB&B Advisors, LLC | 1.57% | Reduce -0.6% | 552,971 | $36.5M |
| Magnus Financial Group LLC | 2.82% | Add +2.3% | 540,664 | $35.6M |
| Equitable Holdings, Inc. | 0.26% | Add +13.2% | 529,908 | $34.9M |
| Syon Capital LLC | 1.87% | Add +14.5% | 528,348 | $34.8M |
| Aaron Wealth Advisors LLC | 2.10% | Reduce -0.6% | 528,127 | $34.8M |
| Bartlett & Co. Wealth Management LLC | 0.46% | Reduce -0.3% | 527,906 | $34.8M |
| Johnson Financial Group, Inc. | 1.28% | Add +12.1% | 516,762 | $34.1M |
| Brand Asset Management Group, Inc. | 9.57% | Reduce -1.3% | 516,036 | $34.0M |
| Pure Financial Advisors, LLC | 0.54% | Add +1.1% | 514,723 | $33.9M |
| Exencial Wealth Advisors, LLC | 1.08% | Add +2.0% | 502,241 | $33.1M |
| Shepherd Financial Partners LLC | 3.14% | Add +55.3% | 499,937 | $33.0M |
| Simon Quick Advisors, LLC | 1.49% | Add +0.2% | 498,016 | $32.8M |
| Mutual of America Capital Management LLC | 0.34% | Reduce -0.7% | 496,299 | $32.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Reduce -6.4% | 493,983 | $32.6M |
| Alaska Wealth Advisors, LLC | 4.26% | Add +2.1% | 493,662 | $32.5M |
| Strategic Investment Management, LLC | 17.15% | Reduce -52.6% | 481,005 | $31.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.83% | Add +11.3% | 479,511 | $31.6M |
| Pacific Life Fund Advisors LLC | 3.22% | Add +76.7% | 476,359 | $31.4M |
| Foster Group, Inc. | 0.98% | Reduce -2.6% | 472,330 | $31.1M |
| Global Strategic Investment Solutions, LLC | 3.10% | Reduce -2.5% | 471,038 | $31.1M |
| Cape Cod Five Cents Savings Bank | 2.83% | No change | 537,923 | $30.9M |
| Sumitomo Life Insurance Co. | 0.96% | Add +325.2% | 466,900 | $30.8M |
| LMCG Investments, LLC | 1.80% | Add +13.0% | 464,969 | $30.7M |
| First Financial Bank - Trust Division | 2.61% | Reduce -10.6% | 464,232 | $30.6M |
| Adventist Health System Sunbelt Healthcare Corp. | 1.32% | New | 460,000 | $30.3M |
| Klingman & Associates, LLC | 1.53% | Add +5.1% | 458,703 | $30.2M |
| Wellspring Financial Advisors, LLC | 2.74% | Add +10.8% | 721,412 | $29.9M |
| Pathway Financial Advisors LLC | 3.92% | Add +18.1% | 446,134 | $29.4M |
| DE Burlo Group Inc. | 3.50% | Add +26.2% | 440,600 | $29.0M |
| Leverty Financial Group, LLC | 7.42% | Add +3.4% | 433,543 | $28.6M |
| McKinley Carter Wealth Services, Inc. | 1.50% | Add +1.5% | 432,804 | $28.5M |
| Strategic Investment Advisors / MI | 2.54% | Add +14.4% | 426,744 | $28.2M |
| Trustees of Dartmouth College | 7.07% | No change | 417,700 | $27.5M |
| Bridges Investment Management Inc. | 0.35% | Add +1.2% | 416,833 | $27.5M |
| Inherent Management Corp. | 15.71% | No change | 415,605 | $27.4M |
| Stonebridge Financial Group, LLC | 2.41% | Reduce -3.2% | 415,407 | $27.4M |
| Nottingham Advisors, Inc. | 3.78% | Add +6.4% | 413,155 | $27.2M |
| Lowe Brockenbrough & Co. Inc. | 1.40% | Add +4.4% | 412,255 | $27.2M |
| SPC Financial, Inc. | 2.11% | Add +1.6% | 410,442 | $27.1M |
| Becker Capital Management Inc. | 0.78% | Reduce -0.6% | 403,710 | $26.6M |
| SteelPeak Wealth, LLC | 0.89% | Add +7.3% | 403,705 | $26.6M |
| State of Wisconsin Investment Board | 0.06% | Reduce -25.6% | 403,000 | $26.6M |
| First Command Advisory Services, Inc. | 0.19% | Reduce -3.7% | 398,760 | $26.3M |
| Kestra Private Wealth Services, LLC | 0.34% | Add +6.2% | 397,426 | $26.2M |
| Main Management ETF Advisors, LLC | 0.96% | Add +4.7% | 394,200 | $26.0M |
| Rockbridge Investment Management, LCC | 2.53% | Add +4.7% | 388,400 | $25.6M |
| Stone House Investment Management, LLC | 4.28% | Add +12.8% | 385,015 | $25.4M |
| Kestra Advisory Services, LLC | 0.12% | Add +6.0% | 382,432 | $25.2M |
| Quadrant Capital Group LLC | 0.82% | Reduce -4.2% | 381,941 | $25.2M |
| RKL Wealth Management LLC | 2.12% | Reduce -1.9% | 377,278 | $24.9M |
| Marietta Wealth Management, LLC | 3.01% | Add +1.9% | 373,366 | $24.6M |
| Wellington Management Group LLP | 0.00% | Add +6.3% | 371,431 | $24.5M |
| Tobias Financial Advisors, Inc. | 3.71% | Add +1017.2% | 370,867 | $24.4M |
| Beacon Pointe Advisors, LLC | 0.21% | Add +64.7% | 370,433 | $24.4M |
| UMB Bank, n.a. | 0.36% | Add +2.9% | 369,773 | $24.4M |
| Fifth Third Wealth Advisors LLC | 0.90% | Add +10.0% | 368,771 | $24.3M |
| Archford Capital Strategies, LLC | 2.89% | Add +54.7% | 368,338 | $24.3M |
| Constellation Investments, Inc. | 1.13% | No change | 365,482 | $24.1M |
| Financial Management Professionals, Inc. | 2.50% | Reduce -0.4% | 365,041 | $24.1M |
| Grove Bank & Trust | 2.80% | Add +2.8% | 362,606 | $23.9M |
| Auto-Owners Insurance Co | 0.61% | No change | 360,000 | $23.7M |
| Sharkey, Howes & Javer | 3.04% | Add +9.9% | 359,401 | $23.7M |
| Citizens & Northern Corp. | 5.83% | Reduce -0.2% | 356,787 | $23.5M |
| Elgethun Capital Management | 4.27% | Add +1.3% | 354,216 | $23.5M |
| Disciplina Capital Management LLC | 2.85% | Reduce -7.5% | 355,763 | $23.5M |
| Crescent Grove Advisors, LLC | 2.22% | Add +1.8% | 352,057 | $23.2M |
| Affinity Capital Advisors, LLC | 3.50% | Add +101.4% | 341,350 | $22.8M |
| DT Investment Partners, LLC | 1.91% | Add +195.9% | 343,118 | $22.6M |
| Blair William & Co. | 0.06% | Add +12.6% | 341,742 | $22.5M |
| Smithfield Trust Co | 1.00% | Reduce -1.9% | 340,738 | $22.5M |
| Rock Creek Group LLC | 2.36% | Add +8.8% | 340,135 | $22.4M |
| Concurrent Investment Advisors, LLC | 0.38% | Add +8.0% | 335,318 | $22.1M |
| Parallel Advisors, LLC | 0.40% | Add +0.9% | 334,802 | $22.1M |
| Orgel Wealth Management, LLC | 0.50% | Reduce -2.5% | 334,211 | $22.0M |
| Capital Planning Advisors, LLC | 3.02% | Add +1.9% | 333,623 | $22.0M |
| Resonant Capital Advisors, LLC | 1.28% | Add +6.1% | 333,005 | $22.0M |
| High Falls Advisors, Inc | 4.42% | Add +8.9% | 325,336 | $21.4M |
| WealthPlan Investment Management, LLC | 1.42% | Add +21.0% | 325,206 | $21.4M |
| Simplicity Wealth,LLC | 1.24% | Reduce -18.8% | 324,710 | $21.4M |
| Rakuten Investment Management, Inc. | 0.08% | — | 323,684 | $21.3M |
| JFS Wealth Advisors, LLC | 1.24% | Add +7.8% | 322,562 | $21.3M |
| Prudential PLC | 0.16% | Reduce -8.2% | 321,988 | $21.2M |
| Towercrest Capital Management | 3.39% | Add +7.2% | 320,900 | $21.2M |
| St. Clair Advisors, LLC | 5.61% | Reduce -0.1% | 320,332 | $21.1M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.02% | No change | 320,308 | $21.1M |
| CFS Investment Advisory Services, LLC | 1.56% | Reduce -3.7% | 308,589 | $21.0M |
| Facet Wealth, Inc. | 0.43% | Reduce -2.5% | 316,555 | $20.9M |
| Tortoise Investment Management, LLC | 1.85% | Reduce -1.1% | 315,246 | $20.8M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.17% | Add +43.3% | 311,552 | $20.5M |
| Ashton Thomas Private Wealth, LLC | 0.53% | Add +54.6% | 311,325 | $20.5M |
| Abound Wealth Management | 5.11% | Reduce -1.6% | 309,886 | $20.4M |
| Strategic Advocates LLC | 5.29% | Add +3.0% | 307,901 | $20.3M |
| Cabot-Wellington, LLC | 6.56% | Reduce -0.6% | 307,625 | $20.3M |
| Horst & Graben Wealth Management LLC | 3.10% | Reduce -0.1% | 307,617 | $20.3M |
| Sentinel Trust Co. Lba | 2.06% | Reduce 0.0% | 307,086 | $20.2M |
| Rovin Capital /Ut/ | 5.58% | Reduce -19.6% | 305,581 | $20.1M |
| MassMutual Private Wealth & Trust, FSB | 0.51% | Add +15.6% | 305,204 | $20.1M |
| Marion Wealth Management | 4.77% | Reduce -0.1% | 305,030 | $20.1M |
| Bank of Hawaii | 1.00% | Reduce -0.0% | 304,957 | $20.1M |
| WASHINGTON TRUST Co | 0.66% | Add +1.2% | 304,272 | $20.1M |
| Daiwa Securities Group Inc. | 0.07% | Add +22.8% | 302,600 | $19.9M |
| Global Retirement Partners, LLC | 0.44% | Add +0.7% | 301,111 | $19.8M |
| Coldstream Capital Management Inc. | 0.27% | Add +0.4% | 299,486 | $19.7M |
| Running Point Capital Advisors, LLC | 5.29% | Add +3.0% | 299,383 | $19.7M |
| New York Life Investment Management LLC | 0.17% | Reduce -40.0% | 299,323 | $19.7M |
| Rehmann Capital Advisory Group | 1.08% | Reduce -1.2% | 298,124 | $19.7M |
| Waterloo Capital, L.P. | 1.46% | Add +26.8% | 298,205 | $19.7M |
| SVB Wealth LLC | 1.06% | Reduce -9.0% | 298,193 | $19.7M |
| GAMMA Investing LLC | 1.08% | Add +34.1% | 297,475 | $19.6M |
| Midwest Trust Co | 0.25% | Add +2.8% | 297,007 | $19.6M |
| Strategic Blueprint, LLC | 0.84% | Add +13.1% | 293,134 | $19.3M |
| City of London Investment Management Co. Ltd. | 1.43% | Add +736.9% | 292,917 | $19.3M |
| Stonebrook Private Inc. | 4.16% | Add +28.9% | 292,410 | $19.3M |
| Arkos Global Advisors | 2.41% | Add +11.8% | 287,447 | $18.9M |
| NewEdge Wealth, LLC | 0.27% | Add +15.5% | 278,211 | $18.9M |
| Wealth Alliance, LLC | 1.93% | Add +18.5% | 284,974 | $18.8M |
| Meridian Wealth Partners, LLC | 2.58% | Add +16.7% | 284,727 | $18.8M |
| Sterling Investment Advisors LLC | 9.27% | Reduce -15.8% | 283,971 | $18.7M |
| Kelly Financial Services LLC | 4.85% | Add +2049.3% | 283,941 | $18.7M |
| WealthShield Partners, LLC | 2.11% | Add +5.3% | 281,619 | $18.6M |
| OneDigital Investment Advisors LLC | 0.19% | Reduce -11.1% | 281,124 | $18.5M |
| Tsfg, LLC | 2.93% | Add +19.4% | 279,558 | $18.4M |
| Fiducient Advisors LLC | 2.15% | Reduce -0.7% | 279,508 | $18.4M |
| Waverly Advisors, LLC | 0.18% | Add +25.4% | 279,040 | $18.4M |
| Scotia Capital Inc. | 0.08% | Reduce -1.1% | 275,878 | $18.2M |
| Glenmede Investment Management, LP | 0.09% | Reduce -1.1% | 273,893 | $18.1M |
| Peapack Gladstone Financial Corp. | 0.23% | Add +27.2% | 271,150 | $17.9M |
| Tarbox Family Office, Inc. | 2.61% | Reduce -2.6% | 269,693 | $17.8M |
| Appleton Partners Inc. | 1.19% | Add +1.9% | 268,662 | $17.7M |
| Wealthspire Retirement, LLC | 1.13% | Add +1.1% | 268,624 | $17.7M |
| Swmg, LLC | 5.33% | Add +26.7% | 260,885 | $17.6M |
| Condor Capital Management | 1.44% | Reduce -0.8% | 266,161 | $17.5M |
| Gallagher Fiduciary Advisors, LLC | 0.64% | Reduce -39.8% | 263,579 | $17.4M |
| Triad Wealth Partners, LLC | 2.24% | Add +45.1% | 263,071 | $17.3M |
| Summit Financial, LLC | 0.26% | Add +2.9% | 260,452 | $17.2M |
| Vicus Capital | 1.30% | Reduce -45.8% | 259,235 | $17.1M |
| Perigon Wealth Management, LLC | 0.34% | Add +3.7% | 256,138 | $16.9M |
| Cascade Financial Partners, LLC | 1.93% | Reduce -1.9% | 256,011 | $16.9M |
| Spire Wealth Management | 0.57% | Reduce -5.2% | 255,638 | $16.9M |
| Mgo One Seven LLC | 0.39% | Add +286.6% | 255,061 | $16.8M |
| Portland Global Advisors LLC | 1.86% | Add +2.6% | 253,360 | $16.7M |
| Integrity Alliance, Llc. | 0.79% | Add +18.9% | 253,209 | $16.7M |
| HCR Wealth Advisors | 1.72% | Add +6.3% | 249,466 | $16.7M |
| Hengehold Capital Management LLC | 1.42% | Add +3.6% | 252,287 | $16.6M |
| One Wealth Advisors, LLC | 2.06% | Add +1.7% | 248,512 | $16.4M |
| Eq LLC | 5.55% | Reduce -19.6% | 248,123 | $16.4M |
| DRW Securities, LLC | 0.84% | New | 247,780 | $16.3M |
| Oak Root LLC | 1.88% | Reduce -2.1% | 246,389 | $16.2M |
| Mesirow Financial Investment Management, Inc. | 0.29% | Add +1.0% | 246,387 | $16.2M |
| Chilton Capital Management LLC | 0.55% | Reduce -1.9% | 245,899 | $16.2M |
| Physician Wealth Advisors, Inc. | 2.30% | Reduce -14.3% | 245,621 | $16.2M |
| Wealthquest Corp | 1.29% | Reduce -3.9% | 245,149 | $16.2M |
| IFP Advisors, Inc | 0.42% | Add +17.8% | 244,806 | $16.1M |
| Advisory Services Network, LLC | 0.24% | Add +18.7% | 243,710 | $16.1M |
| Synovus Financial Corp. | 0.18% | Add +7.7% | 242,981 | $16.0M |
| Texas Capital Bank Wealth Management Services Inc | 1.32% | Add +116.7% | 242,790 | $16.0M |
| Russell Investments Group, Ltd. | 0.02% | Add +35.5% | 241,725 | $15.9M |
| BSW Wealth Partners | 1.98% | Add +4.0% | 241,222 | $15.9M |
| Shakespeare Wealth Management, LLC | 3.60% | Reduce -0.3% | 240,122 | $15.8M |
| Glenview Trust Co | 0.25% | Reduce -0.3% | 238,562 | $15.7M |
| Stephens Group Asset Management, LLC | 1.06% | Add +5.5% | 237,630 | $15.7M |
| Ashton Thomas Securities, LLC | 2.19% | New | 237,412 | $15.7M |
| Columbia Bank | 4.34% | Add +6.6% | 233,223 | $15.5M |
| Twele Capital Management, Inc. | 2.86% | Add +0.6% | 235,241 | $15.5M |
| Associated Banc-Corp | 0.41% | Reduce -1.1% | 235,231 | $15.5M |
| Guidance Capital, Inc. | 4.04% | Reduce -0.6% | 227,728 | $15.5M |
| Inspire Trust Co, N.A. | 2.82% | New | 235,000 | $15.5M |
| PAX Financial Group, LLC | 2.79% | Add +13.4% | 234,946 | $15.5M |
| Veery Capital, LLC | 4.85% | Add +3.5% | 232,971 | $15.4M |
| Keystone Financial Services | 4.68% | Add +2.9% | 229,223 | $15.1M |
| Neumann Capital Management, LLC | 4.39% | Reduce -2.3% | 227,602 | $15.0M |
| Opus Capital Group, LLC | 1.67% | Add +0.1% | 225,641 | $14.9M |
| Bleakley Financial Group, LLC | 0.34% | Reduce -8.9% | 225,265 | $14.8M |
| Apollon Wealth Management, LLC | 0.26% | Add +11.9% | 225,085 | $14.8M |
| Ssi Investment Management LLC | 5.60% | Add +97.7% | 224,591 | $14.8M |
| Acima Private Wealth, LLC | 4.62% | Add +1.0% | 223,733 | $14.7M |
| Blue Edge Capital, LLC | 2.09% | Add +22.9% | 223,579 | $14.7M |
| Blueprint Investment Partners LLC | 2.07% | Add +2.0% | 222,994 | $14.7M |
| Prudential Financial Inc. | 0.02% | Reduce -25.8% | 222,800 | $14.7M |
| Catalyst Financial Partners LLC | 1.76% | Add +5.9% | 221,613 | $14.6M |
| Smith & Howard Wealth Management, LLC | 3.39% | Reduce -0.9% | 220,650 | $14.5M |
| Financial Engines Advisors L.L.C. | 0.03% | Reduce -3.2% | 220,234 | $14.5M |
| VAUGHAN & Co SECURITIES, INC. | 7.66% | Add +0.7% | 218,741 | $14.4M |
| Long Run Wealth Advisors, LLC | 2.82% | Reduce -2.1% | 218,247 | $14.4M |
| Iowa State Bank | 2.71% | Reduce -1.9% | 215,954 | $14.2M |
| McGlone Suttner Wealth Management, Inc. | 1.98% | Add +0.5% | 214,698 | $14.2M |
| Rothschild Wealth LLC | 3.03% | Add +3.9% | 211,186 | $13.9M |
| Curi Capital, LLC | 0.26% | Add +94.8% | 211,132 | $13.9M |
| AQR Capital Management | 0.01% | Add +177.8% | 209,328 | $13.8M |
| Allworth Financial LP | 0.06% | Add +3.7% | 208,743 | $13.8M |
| National Bank of Canada | 0.02% | Reduce -95.8% | 208,546 | $13.7M |
| FDx Advisors, Inc. | 4.12% | Add +6.3% | 201,320 | $13.7M |
| First Hawaiian Bank | 1.75% | Add +3.5% | 207,119 | $13.7M |
| Modern Wealth Management, LLC | 0.27% | Add +1.2% | 206,255 | $13.6M |
| Founders Financial Securities LLC | 0.92% | Add +36.5% | 205,100 | $13.5M |
| PDS Planning, Inc | 0.93% | Reduce -0.2% | 203,984 | $13.4M |
| Composition Wealth, LLC | 0.20% | Add +2.9% | 200,814 | $13.2M |
| Baron Silver Stevens Financial Advisors, LLC | 1.92% | Add +10.2% | 198,832 | $13.1M |
| Ayalon Insurance Comp Ltd. | 3.26% | Add +44.6% | 195,520 | $12.9M |
| Liberty Wealth Management LLC | 1.80% | Add +7.8% | 194,372 | $12.8M |
| Cornerstone Wealth Group, LLC | 0.86% | Add +5.0% | 194,296 | $12.8M |
| O'shaughnessy Asset Management, LLC | 0.08% | Add +15.9% | 194,153 | $12.8M |
| Turim 21 Investimentos Ltda. | 4.29% | New | 193,594 | $12.8M |
| Clearstead Advisors, LLC | 0.18% | Add +12.7% | 191,756 | $12.6M |
| Invst, LLC | 1.43% | Add +9.0% | 190,968 | $12.6M |
| Apella Capital, LLC | 0.28% | Add +279.9% | 187,574 | $12.6M |
| Panagora Asset Management Inc. | 0.05% | New | 190,259 | $12.5M |
| Columbus Macro, LLC | 1.43% | Reduce -7.1% | 190,202 | $12.5M |
| Galvin, Gaustad & Stein, LLC | 1.02% | Reduce -26.7% | 187,715 | $12.4M |
| Lineweaver Wealth Advisors, LLC | 1.81% | New | 187,639 | $12.4M |
| Hi-Line Capital Management, LLC | 3.89% | Add +19.1% | 187,127 | $12.3M |
| Kilter Group LLC | 5.82% | Add +3.0% | 186,387 | $12.3M |
| Prime Capital Investment Advisors, LLC | 0.15% | Reduce -2.1% | 186,246 | $12.3M |
| Astoria Strategic Wealth, Inc. | 3.09% | Add +8.4% | 185,147 | $12.2M |
| Regal Investment Advisors LLC | 0.79% | Add +22.6% | 184,166 | $12.1M |
| IFG Advisory, LLC | 0.55% | Add +5.9% | 183,927 | $12.1M |
| Probity Advisors, Inc. | 1.96% | Add +0.5% | 183,853 | $12.1M |
| KFA Private Wealth Group, LLC | 3.42% | Add +13.9% | 181,850 | $12.0M |
| Unique Wealth, LLC | 1.76% | Add +24.3% | 181,804 | $12.0M |
| Two Sigma Securities, LLC | 1.76% | New | 181,212 | $11.9M |
| Beacon Harbor Wealth Advisors, Inc. | 2.77% | Add +0.1% | 179,573 | $11.8M |
| Quantinno Capital Management LP | 0.03% | Add +325.9% | 178,169 | $11.7M |
| Marks Group Wealth Management, Inc | 1.09% | Add +29.3% | 177,599 | $11.7M |
| Evergreen Capital Management LLC | 0.28% | Add +48.1% | 176,371 | $11.6M |
| Elevation Point Wealth Partners, LLC | 0.80% | Add +178.1% | 173,495 | $11.4M |
| Snowden Capital Advisors LLC | 0.31% | Add +14.8% | 170,252 | $11.2M |
| Mather Group, Llc. | 0.11% | Add +2.9% | 169,780 | $11.2M |
| Apeiron RIA LLC | 2.51% | Add +18.2% | 168,878 | $11.2M |
| Vise Technologies, Inc. | 0.41% | Add +89.3% | 166,614 | $11.0M |
| MTC Wealth Management LLC | 5.05% | Reduce -1.8% | 164,648 | $10.9M |
| Maia Wealth LLC | 1.82% | Reduce -0.5% | 158,244 | $10.8M |
| Checchi Capital Advisers, LLC | 0.74% | Add +6.0% | 163,375 | $10.8M |
| Wakefield Asset Management LLLP | 2.93% | Add +4.8% | 162,618 | $10.7M |
| Avantax Planning Partners, Inc. | 0.31% | Reduce -6.3% | 162,186 | $10.7M |
| Patriot Investment Management Group, Inc. | 0.70% | Reduce -0.9% | 161,980 | $10.7M |
| Lazard Asset Management LLC | 0.01% | Reduce -4.5% | 161,852 | $10.7M |
| TSA Wealth Managment LLC | 3.61% | Add +10.5% | 161,005 | $10.6M |
| Stratos Wealth Advisors, LLC | 0.51% | Add +0.1% | 159,796 | $10.5M |
| Centerline Wealth Advisors, LLC | 4.58% | Add +8.8% | 159,443 | $10.5M |
| Single Point Partners, LLC | 2.11% | Add +1.0% | 157,469 | $10.4M |
| Bay Harbor Wealth Management, LLC | 2.78% | Add +9.9% | 156,038 | $10.3M |
| AXA S.A. | 5.10% | Add +167.1% | 154,400 | $10.2M |
| Martel Wealth Advisors LLC | 1.78% | Reduce -4.0% | 153,722 | $10.1M |
| Bell Investment Advisors, Inc | 1.65% | Add +5.0% | 152,775 | $10.1M |
| Hobbs Group Advisors, LLC | 3.13% | Add +12.6% | 152,722 | $10.1M |
| Beirne Wealth Consulting Services, LLC | 2.40% | Add +0.3% | 151,908 | $10.0M |
| Alliance Wealth Management Group | 2.22% | Add +27.0% | 151,373 | $10.0M |
| Evermay Wealth Management LLC | 1.14% | Add +952.1% | 150,923 | $9.9M |
| AlphaCore Capital LLC | 0.33% | Add +25.8% | 150,614 | $9.9M |
| Dorsey & Whitney Trust CO LLC | 0.52% | Reduce -4.1% | 150,603 | $9.9M |
| Ackerman Capital Advisors, LLC | 2.07% | Add +1.9% | 150,350 | $9.9M |
| North Berkeley Wealth Management, LLC | 7.78% | Reduce -2.4% | 149,530 | $9.9M |
| AMG National Trust Bank | 0.24% | Add +2.1% | 149,353 | $9.8M |
| Central Pacific Bank - Trust Division | 1.24% | Add +50.4% | 149,143 | $9.8M |
| Ascent Group, LLC | 0.35% | Reduce -8.8% | 148,923 | $9.8M |
| Shelter Ins Retirement Plan | 10.85% | No change | 148,902 | $9.8M |
| Flywheel Private Wealth LLC | 7.58% | Add +4.5% | 147,158 | $9.7M |
| Webster Bank, N. A. | 0.93% | Add +7.6% | 146,651 | $9.7M |
| Black Diamond Financial, LLC | 1.08% | Add +24.9% | 146,499 | $9.7M |
| Axiom Investors LLC | 0.07% | Add +9.2% | 146,400 | $9.7M |
| Graybill Wealth Management, LTD. | 2.94% | Add +0.8% | 145,225 | $9.6M |
| Crestwood Advisors Group, LLC | 0.16% | Reduce -1.2% | 145,089 | $9.6M |
| Emerald Advisors, LLC | 1.27% | Add +5.2% | 144,973 | $9.6M |
| Mayflower Financial Advisors, LLC | 1.20% | Reduce -9.3% | 144,705 | $9.5M |
| State Farm Mutual Automobile Insurance Co. | 0.01% | Add +333.6% | 144,058 | $9.5M |
| Empowered Funds, LLC | 0.10% | New | 143,190 | $9.4M |
| Omega Financial Group, LLC | 3.17% | Add +2.2% | 143,113 | $9.4M |
| Acropolis Investment Management, LLC | 0.48% | Add +10.5% | 157,093 | $9.4M |
| Brooklyn FI, LLC | 2.11% | Add +0.7% | 142,969 | $9.4M |
| Financial Advisors Network, Inc. | 1.33% | Add +6.8% | 141,959 | $9.4M |
| May Hill Capital, LLC | 2.74% | Add +1.5% | 141,831 | $9.3M |
| Roth Financial Partners LLC | 3.15% | Reduce -0.4% | 141,667 | $9.3M |
| Rwa Wealth Partners, LLC | 0.11% | Add +30.3% | 141,557 | $9.3M |
| River Wealth Advisors LLC | 1.09% | Add +1.1% | 140,949 | $9.3M |
| FIL Ltd | 0.01% | Add +0.5% | 140,226 | $9.2M |
| Birchbrook, Inc. | 4.78% | Add +28.0% | 140,152 | $9.2M |
| World Investment Advisors | 0.19% | Add +2.4% | 139,829 | $9.2M |
| Twin Focus Capital Partners, LLC | 1.16% | Add +5.8% | 138,754 | $9.1M |
| Ieq Capital, LLC | 0.03% | Add +61.4% | 138,248 | $9.1M |
| Community Bank, N.A. | 1.10% | Reduce -0.4% | 138,194 | $9.1M |
| Conning Inc. | 0.32% | No change | 137,998 | $9.1M |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.69% | No change | 137,900 | $9.1M |
| RPTC Inc. | 1.59% | Reduce -0.6% | 137,837 | $9.1M |
| Evensky & Katz LLC | 0.52% | Reduce -3.8% | 136,850 | $9.0M |
| Perennial Investment Advisors, LLC | 0.75% | Add +27.5% | 136,849 | $9.0M |
| Broadview Financial Management, LLC | 6.05% | Reduce -8.1% | 136,123 | $9.0M |
| Sowell Financial Services LLC | 0.34% | Add +0.1% | 135,584 | $8.9M |
| Sigma Planning Corp | 0.25% | Add +6.6% | 135,129 | $8.9M |
| Rogco, LP | 3.09% | Add +5.7% | 133,644 | $8.8M |
| Bank of Stockton | 2.50% | Reduce -1.6% | 132,915 | $8.8M |
| Axxcess Wealth Management, LLC | 0.18% | Add +28.2% | 132,486 | $8.7M |
| Arkadios Wealth Advisors | 0.21% | Add +18.3% | 132,422 | $8.7M |
| Avidian Wealth Enterprises, LLC | 0.33% | Add +4.0% | 131,804 | $8.7M |
| Adaptive Financial Consulting, LLC | 3.47% | Reduce -1.7% | 131,654 | $8.7M |
| Florida Trust Wealth Management Co | 0.24% | Add +20.9% | 130,309 | $8.6M |
| First Trust Advisors LP | 0.01% | Add +9.8% | 129,800 | $8.6M |
| Missouri Trust & Investment Co | 2.52% | Reduce -3.3% | 129,383 | $8.5M |
| Sovran Advisors, LLC | 0.75% | Add +18.4% | 124,691 | $8.5M |
| Matthew Goff Investment Advisor, LLC | 1.44% | Reduce -0.6% | 128,046 | $8.4M |
| Fairway Wealth LLC | 2.37% | Add +9.6% | 128,032 | $8.4M |
| Sachem Hill LLC | 1.68% | Reduce -2.7% | 127,702 | $8.4M |
| Hudson Capital Management LLC | 2.30% | Add +0.3% | 127,364 | $8.4M |
| Aptus Capital Advisors, LLC | 0.08% | Reduce -2.9% | 127,316 | $8.4M |
| VPR Management LLC | 3.80% | No change | 126,800 | $8.4M |
| Allianz SE | 0.18% | Add +1.2% | 126,550 | $8.3M |
| Atlantic Edge Private Wealth Management, LLC | 2.14% | Reduce -4.2% | 126,492 | $8.3M |
| Keebeck Wealth Management | 0.98% | Reduce -4.9% | 126,174 | $8.3M |
| Winthrop Advisory Group LLC | 0.73% | Add +60.7% | 126,163 | $8.3M |
| KM Capital Management Ltd. | 3.80% | Add +348.8% | 124,742 | $8.2M |
| Brandywine Oak Private Wealth LLC | 0.71% | Reduce -0.6% | 124,530 | $8.2M |
| Fortitude Family Office, LLC | 2.22% | Add +35.1% | 124,272 | $8.2M |
| Guidance Point Advisors, LLC | 2.01% | Reduce -3.7% | 122,022 | $8.0M |
| Astoria Portfolio Advisors LLC. | 2.11% | Add +31.3% | 119,294 | $8.0M |
| Madrona Financial Services, LLC | 1.77% | Add +2.9% | 121,469 | $8.0M |
| Synergy Investment Management, LLC | 3.04% | Add +90.6% | 120,939 | $8.0M |
| WBH Advisory Inc. | 0.61% | Add +5.3% | 120,880 | $8.0M |
| Summit Trail Advisors, LLC | 0.11% | Add +86.6% | 120,521 | $7.9M |
| True Vision MN LLC | 4.12% | Add +14.0% | 119,873 | $7.9M |
| CI Investments Inc. | 0.03% | Add +12.6% | 119,227 | $7.9M |
| GAM Holding AG | 0.49% | Reduce -6.7% | 119,196 | $7.9M |
| Forvis Mazars Wealth Advisors, LLC | 0.16% | Reduce -0.8% | 118,532 | $7.8M |
| Salomon & Ludwin, LLC | 0.70% | Reduce -1.4% | 116,600 | $7.8M |
| Custos Family Office, LLC | 4.38% | Reduce -58.9% | 117,543 | $7.7M |
| Claro Advisors Inc. | 1.12% | Add +232.7% | 116,890 | $7.7M |
| Kaydan Wealth Management, Inc. | 2.19% | Add +1075.4% | 116,211 | $7.7M |
| Mission Wealth Management, LP | 0.16% | Reduce -0.6% | 116,107 | $7.7M |
| Kickstand Ventures, Llc. | 1.68% | Add +0.3% | 115,920 | $7.6M |
| Keystone Financial Group | 0.58% | Add +226.8% | 115,721 | $7.6M |
| BCGM Wealth Management, LLC | 1.98% | Add +13.0% | 115,684 | $7.6M |
| Texas Yale Capital Corp. | 0.24% | Add +3.2% | 115,290 | $7.6M |
| Richard P Slaughter Associates Inc | 1.63% | Add +1.1% | 114,590 | $7.6M |
| Blueprint Financial Advisors LLC | 1.63% | Add +22.0% | 114,565 | $7.6M |
| Ausdal Financial Partners, Inc. | 0.37% | Add +12.5% | 113,752 | $7.5M |
| Titleist Asset Management, LLC | 0.66% | Reduce -6.8% | 113,415 | $7.5M |
| Bryant Woods Investment Advisors, LLC | 2.91% | Reduce -0.8% | 112,779 | $7.4M |
| Endeavor Private Wealth, Inc. | 2.30% | Add +10.0% | 112,720 | $7.4M |
| Frontier Asset Management, LLC | 1.85% | Add +4.5% | 112,126 | $7.4M |
| LBMC Investment Advisors, LLC | 0.47% | Reduce -0.6% | 112,066 | $7.4M |
| Highland Capital Management, LLC | 0.37% | Add +0.5% | 111,834 | $7.4M |
| Avid Wealth Partners LLC | 3.66% | Add +6.0% | 111,688 | $7.4M |
| Interchange Capital Partners, LLC | 1.44% | Add +3.5% | 111,614 | $7.4M |
| Focus Financial Network, Inc. | 0.26% | Add +3.2% | 111,617 | $7.4M |
| Everett Harris & Co. | 0.09% | Reduce -3.0% | 111,162 | $7.3M |
| Insight Wealth Strategies, LLC | 0.86% | New | 110,460 | $7.3M |
| Rational Advisors, Inc. | 0.75% | New | 109,392 | $7.2M |
| Smith, Moore & Co. | 0.55% | Reduce -0.1% | 108,598 | $7.2M |
| Lansing Street Advisors | 1.89% | Add +36.9% | 107,981 | $7.1M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.02% | Add +22.3% | 107,764 | $7.1M |
| Sigma Investment Counselors Inc. | 0.37% | Reduce -0.8% | 107,134 | $7.1M |
| Hobbs Wealth Management, LLC | 5.92% | Add +1.9% | 107,118 | $7.1M |
| Boston Research & Management Inc. | 1.56% | Reduce -0.2% | 107,002 | $7.1M |
| McNaughton Wealth Management, LLC | 2.97% | Add +20.6% | 106,970 | $7.1M |
| Next Capital Management LLC | 2.35% | Add +30.0% | 106,775 | $7.0M |
| First Citizens Investor Services, Inc. | 2.69% | — | 105,711 | $7.0M |
| First Citizens Asset Management, Inc. | 2.47% | Reduce -12.9% | 105,711 | $7.0M |
| Signet Financial Management, LLC | 0.81% | Add +21.9% | 105,672 | $7.0M |
| Heritage Investors Management Corp. | 0.21% | Reduce -10.4% | 104,421 | $6.9M |
| United Financial Planning Group LLC | 4.33% | — | 104,380 | $6.9M |
| Spectrum Planning & Advisory Services Inc. | 3.86% | Add +124.3% | 103,666 | $6.8M |
| Sharp Wealth Advisory, LLC | 3.71% | Add +1134.0% | 103,543 | $6.8M |
| Allegiance Financial Group Advisory Services LLC | 1.57% | Add +10.1% | 103,374 | $6.8M |
| Klaas Financial Asset Advisors, LLC | 1.02% | Reduce -0.5% | 102,994 | $6.8M |
| Ironsides Asset Advisors, LLC | 1.74% | No change | 102,603 | $6.8M |
| Causey Wealth LLC | 3.28% | Reduce -7.5% | 101,936 | $6.7M |
| Diversify Advisory Services, LLC | 0.23% | Add +41.6% | 97,559 | $6.7M |
| Gateway Wealth Partners, LLC | 0.90% | Reduce -5.6% | 101,662 | $6.7M |
| Gen-Wealth Partners Inc | 2.24% | Add +24.1% | 100,652 | $6.6M |
| Sequoia Financial Advisors, LLC | 0.04% | Reduce -6.2% | 100,264 | $6.6M |
| Americana Partners, LLC | 0.20% | Add +0.7% | 100,234 | $6.6M |
| One Capital Management, LLC | 0.21% | Add +0.1% | 100,171 | $6.6M |
| Atlanta Consulting Group Advisors, LLC | 1.61% | Add +1.1% | 99,626 | $6.6M |
| Galilei Investment Office LLP | 3.15% | No change | 99,500 | $6.6M |
| Highline Wealth Partners LLC | 1.76% | Reduce -4.7% | 99,258 | $6.5M |
| LifePlan Investment Advisors, Inc. | 2.74% | Add +51.4% | 98,982 | $6.5M |
| Avalon Capital Management | 1.60% | Add +7.0% | 98,821 | $6.5M |
| YHB Investment Advisors, Inc. | 0.48% | Add +13.4% | 98,614 | $6.5M |
| AdvisorNet Financial, Inc | 0.37% | Add +16.9% | 98,191 | $6.5M |
| Fairview Capital Investment Management, LLC | 0.32% | Add +1.9% | 96,909 | $6.4M |
| B. Riley Wealth Advisors, Inc. | 0.31% | Reduce -9.1% | 96,884 | $6.4M |
| One Wealth Capital Management, LLC | 2.86% | Add +29.4% | 96,859 | $6.4M |
| Quadrant Private Wealth Management, LLC | 1.16% | Add +97.4% | 96,139 | $6.3M |
| Brown Brothers Harriman & Co. | 0.04% | Reduce -2.9% | 95,744 | $6.3M |
| Csenge Advisory Group | 0.30% | Reduce -11.2% | 95,580 | $6.3M |
| Natixis Advisors, LLC | 0.01% | Add +21.2% | 95,525 | $6.3M |
| Keeler & Nadler Financial Planning & Wealth Management | 2.31% | Add +124.0% | 95,455 | $6.3M |
| Courier Capital LLC | 0.36% | Add +2.7% | 94,976 | $6.3M |
| Symphony Financial, Ltd. Co. | 0.76% | Add +22.7% | 93,535 | $6.3M |
| Bradley Foster & Sargent Inc. | 0.09% | Reduce -0.1% | 94,862 | $6.3M |
| Clear Creek Financial Management, LLC | 0.54% | Add +7.2% | 94,492 | $6.2M |
| Armbruster Capital Management, Inc. | 1.06% | Add +1.7% | 94,275 | $6.2M |
| Twin Peaks Wealth Advisors, LLC | 2.12% | Add +9.9% | 94,270 | $6.2M |
| Great Lakes Advisors, LLC | 0.05% | Add +10.6% | 93,355 | $6.2M |
| Cypress Wealth Services, LLC | 1.01% | Add +9.2% | 93,332 | $6.2M |
| Pointe Capital Management LLC | 2.99% | Add +1.8% | 92,827 | $6.1M |
| Squarepoint Ops LLC | 0.01% | Add +139.4% | 92,670 | $6.1M |
| Encompass Wealth Advisors, LLC | 2.08% | Add +2.7% | 92,507 | $6.1M |
| Howard Bailey Securities, LLC | 1.74% | Add +4.8% | 92,486 | $6.1M |
| Sage Rhino Capital LLC | 1.17% | Reduce -1.9% | 92,012 | $6.1M |
| SageView Advisory Group, LLC | 0.21% | Add +17.9% | 91,990 | $6.1M |
| FWG Investments, LLC. | 4.16% | Add +1.4% | 91,967 | $6.1M |
| Convergence Financial, LLC | 0.91% | Reduce -3.5% | 91,756 | $6.0M |
| Quattro Financial Advisors LLC | 1.91% | Reduce -2.0% | 91,668 | $6.0M |
| M1 Capital Management LLC | 2.61% | Add +4.5% | 91,568 | $6.0M |
| Prosperity Consulting Group, LLC | 0.30% | Add +3.2% | 91,211 | $6.0M |
| Smartleaf Asset Management LLC | 0.37% | Add +215.7% | 91,333 | $6.0M |
| Country Club Bank | 0.35% | Add +1.7% | 91,053 | $6.0M |
| Hancock Whitney Corp. | 0.11% | Reduce -2.5% | 90,572 | $6.0M |
| Nwam LLC | 0.32% | Add +2.4% | 87,630 | $5.9M |
| Atlantic Union Bankshares Corp | 0.11% | Add +26.9% | 88,964 | $5.9M |
| Nations Financial Group Inc, /Ia/ | 0.37% | Add +4.6% | 88,905 | $5.9M |
| CarsonAllaria Wealth Management, Ltd. | 3.04% | Add +5.9% | 88,596 | $5.8M |
| Clarius Group, LLC | 0.34% | Add +17.1% | 88,323 | $5.8M |
| Global Wealth Management Investment Advisory, Inc. | 0.96% | Add +2.5% | 86,605 | $5.7M |
| Compagnie Lombard Odier SCmA | 0.06% | Add +57.2% | 86,400 | $5.7M |
| LifeWealth Investments, LLC | 1.87% | Add +10.7% | 86,029 | $5.7M |
| Life Planning Partners, Inc | 4.14% | Add +1.6% | 85,919 | $5.7M |
| Richard W. Paul & Associates, LLC | 1.93% | Add +0.9% | 85,851 | $5.7M |
| Sage Advisory Services, Ltd.Co. | 2.97% | Reduce -3.4% | 85,844 | $5.7M |
| Lutz Financial Services LLC | 0.41% | Reduce -1.4% | 85,767 | $5.7M |
| Defined Wealth Management, LLC | 3.27% | Add +0.3% | 85,516 | $5.6M |
| Gladstone Institutional Advisory LLC | 0.22% | Reduce -0.8% | 85,445 | $5.6M |
| Federated Hermes, Inc. | 0.01% | Add +21.5% | 85,278 | $5.6M |
| Mutual Advisors, LLC | 0.12% | Add +9.9% | 83,142 | $5.6M |
| First Merchants Corp. | 0.21% | Add +1.6% | 85,025 | $5.6M |
| Elevate Wealth Advisory, Inc. | 4.07% | Reduce -0.7% | 84,935 | $5.6M |
| Gilbert Capital Group, Inc. | 4.31% | New | 84,606 | $5.6M |
| Callan Family Office, LLC | 0.18% | Add +0.8% | 83,659 | $5.5M |
| Southern Capital Advisors, LLC | 2.57% | Add +0.3% | 83,321 | $5.5M |
| Centurion Wealth Management LLC | 1.25% | Add +17.2% | 83,117 | $5.5M |
| Mechanics Financial Corp | 2.07% | Add +4.0% | 82,958 | $5.5M |
| Liquid Strategies, LLC | 1.13% | Add +18.3% | 82,885 | $5.5M |
| Frisco Financial Planning LLC | 4.65% | Reduce -5.6% | 82,738 | $5.5M |
| JSF Financial, LLC | 1.20% | Add +2.2% | 82,197 | $5.4M |
| Cornerstone Management, Inc. | 0.90% | Add +5.0% | 82,178 | $5.4M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -79.9% | 82,165 | $5.4M |
| Harbour Capital Advisors, LLC | 1.10% | Reduce -6.5% | 80,828 | $5.4M |
| Scissortail Wealth Management, LLC | 1.17% | Add +87.2% | 81,745 | $5.4M |
| Integrated Advisors Network LLC | 0.23% | Add +11.8% | 81,540 | $5.4M |
| J.W. Cole Advisors, Inc. | 0.10% | Add +19.1% | 81,253 | $5.4M |
| Emergent Wealth Advisors, LLC | 3.09% | Add +6.0% | 80,909 | $5.3M |
| Tacita Capital Inc | 3.22% | Reduce -0.1% | 80,855 | $5.3M |
| James J. Burns & Company, LLC | 0.79% | Reduce -1.3% | 80,289 | $5.3M |
| Asset Dedication, LLC | 0.35% | Reduce -1.8% | 80,039 | $5.3M |
| Firethorn Wealth Partners, LLC | 2.07% | Add +23.3% | 79,597 | $5.2M |
| Fort Point Capital Partners LLC | 0.66% | Add +0.8% | 78,813 | $5.2M |
| B.O.S.S. Retirement Advisors, LLC | 1.24% | Add +7.2% | 78,633 | $5.2M |
| Sovereign Investment Advisors, LLC | 1.41% | No change | 78,464 | $5.2M |
| Willis Johnson & Associates, Inc. | 0.32% | Reduce -3.0% | 78,429 | $5.2M |
| Winthrop Capital Management, LLC | 1.25% | Add +0.2% | 78,362 | $5.2M |
| Parr McKnight Wealth Management Group, LLC | 0.68% | Add +8.1% | 78,282 | $5.2M |
| Braun-Bostich & Associates Inc. | 3.24% | Add +70.0% | 78,076 | $5.1M |
| FAS Wealth Partners, Inc. | 0.35% | Reduce -3.5% | 77,858 | $5.1M |
| Allie Family Office LLC | 2.42% | Add +36.4% | 77,330 | $5.1M |
| Shelter Mutual Insurance Co | 1.14% | No change | 77,114 | $5.1M |
| Oppenheimer & Co. Inc. | 0.06% | Add +1.3% | 77,023 | $5.1M |
| Lifelong Wealth Advisors, Inc. | 1.50% | Add +5.8% | 76,507 | $5.0M |
| Arete Wealth Advisors, LLC | 0.32% | Add +20.2% | 76,184 | $5.0M |
| Davis Wealth Advisors, LLC | 4.51% | Add +51.5% | 76,235 | $5.0M |
| Lake Street Private Wealth, LLC | 0.65% | Add +0.3% | 76,158 | $5.0M |
| Geneos Wealth Management Inc. | 0.13% | Reduce -47.7% | 75,376 | $5.0M |
| OMNI 360 Wealth, Inc. | 2.77% | Add +6.5% | 74,844 | $4.9M |
| Rosenberg Matthew Hamilton | 1.06% | Add +5.1% | 74,740 | $4.9M |
| Macquarie Group Ltd. | 0.01% | No change | 74,740 | $4.9M |
| 10Elms LLP | 5.07% | Add +3.2% | 74,427 | $4.9M |
| Northwest Wealth Management, LLC | 0.81% | Add +2.1% | 74,311 | $4.9M |
| Siligmueller & Norvid Wealth Advisors LLC | 2.20% | New | 74,141 | $4.9M |
| Steele Capital Management, Inc. | 0.22% | Reduce -11.8% | 74,125 | $4.9M |
| 2UniFi Bank | 2.44% | Add +10.4% | 73,982 | $4.9M |
| Shared Vision Wealth Group LLC | 2.06% | Add +27.9% | 72,690 | $4.9M |
| New Hampshire Trust | 0.94% | Reduce -1.9% | 73,493 | $4.8M |
| Crane Advisory, LLC | 0.76% | Add +0.5% | 72,420 | $4.8M |
| PKO Investment Management Joint-Stock Co | 0.41% | Reduce -7.6% | 73,013 | $4.8M |
| Avos Capital Management, LLC | 2.24% | Add +13.7% | 72,887 | $4.8M |
| Ancora Advisors LLC | 0.10% | Add +168.0% | 72,405 | $4.8M |
| Capital Group Private Client Services, Inc. | 0.08% | Reduce -1.9% | 72,394 | $4.8M |
| Lantz Financial LLC | 1.05% | Add +18.9% | 72,139 | $4.8M |
| Canopy Partners, LLC | 1.58% | Reduce -2.0% | 71,547 | $4.7M |
| Vance Wealth, LLC | 1.45% | Reduce -2.5% | 71,429 | $4.7M |
| Foundry Financial Group, Inc. | 2.45% | Reduce -2.0% | 70,872 | $4.7M |
| Financial Council, LLC | 2.06% | Reduce -0.2% | 70,533 | $4.6M |
| Grand Wealth Management, LLC | 2.24% | Reduce -0.0% | 70,526 | $4.6M |
| Verus Capital Partners, LLC | 0.36% | Add +9.8% | 70,269 | $4.6M |
| GC Wealth Management RIA, LLC | 0.15% | New | 70,157 | $4.6M |
| Hoxton Planning & Management, LLC | 1.49% | Add +9.1% | 70,138 | $4.6M |
| CoreCap Advisors, LLC | 0.17% | Add +12.7% | 70,044 | $4.6M |
| Wetzel Investment Advisors, Inc. | 1.97% | Reduce -1.6% | 69,908 | $4.6M |
| Islay Capital Management, LLC | 2.66% | Add +1.7% | 69,803 | $4.6M |
| Morling Financial Advisors, LLC | 1.52% | Reduce -1.0% | 69,640 | $4.6M |
| NorthLanding Financial Partners, LLC | 3.82% | Reduce -1.4% | 69,422 | $4.6M |
| Mma Asset Management LLC | 1.52% | Add +335.9% | 69,258 | $4.6M |
| Smith Salley Wealth Management | 0.23% | Reduce -0.8% | 69,249 | $4.6M |
| LM Advisors LLC | 0.66% | Reduce -0.7% | 68,957 | $4.5M |
| Invera Wealth Advisors, LLC | 2.79% | Reduce -1.4% | 68,579 | $4.5M |
| Arbor Investment Advisors, LLC | 0.57% | Reduce -23.0% | 68,365 | $4.5M |
| Variant Private Wealth, LLC | 4.15% | Reduce -1.6% | 68,180 | $4.5M |
| Evolution Wealth Advisors, LLC | 0.60% | Add +5.2% | 68,069 | $4.5M |
| Camelot Technology Advisors, Inc. | 3.59% | Reduce -0.7% | 67,841 | $4.5M |
| Rodgers & Associates, LTD | 0.46% | Add +2.2% | 67,516 | $4.5M |
| Dravo Bay LLC | 1.96% | Add +6.1% | 67,198 | $4.4M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.30% | Reduce -3.6% | 66,944 | $4.4M |
| HUB Investment Partners, LLC | 0.16% | Reduce -4.7% | 66,796 | $4.4M |
| AtlasMark Financial, Inc | 2.94% | Add +11.6% | 66,711 | $4.4M |
| Aerodigm Wealth, LLC | 1.85% | Add +17.1% | 66,140 | $4.4M |
| Minot DeBlois Advisors LLC | 3.97% | Reduce -2.3% | 66,511 | $4.4M |
| Signature Estate & Investment Advisors LLC | 0.09% | Reduce -3.0% | 66,393 | $4.4M |
| Vident Advisory, LLC | 0.04% | Add +10.8% | 65,959 | $4.3M |
| 5T Wealth, LLC | 1.90% | Add +27.2% | 65,940 | $4.3M |
| Astra Wealth Partners LLC | 3.03% | Add +2.9% | 65,931 | $4.3M |
| Nova R Wealth, Inc. | 1.83% | Reduce -0.3% | 65,518 | $4.3M |
| King Wealth Management Group | 0.54% | Add +1.2% | 65,402 | $4.3M |
| Plancorp, LLC | 0.14% | Add +0.1% | 65,312 | $4.3M |
| Crewe Advisors LLC | 0.41% | Reduce -2.9% | 65,189 | $4.3M |
| Beacon Bank & Trust | 0.92% | Add +2.3% | 65,118 | $4.3M |
| Charles Schwab Trust Co | 0.29% | Reduce -1.4% | 64,986 | $4.3M |
| United Advisor Group, LLC | 0.58% | Add +6.0% | 64,986 | $4.3M |
| Element Wealth, LLC | 1.86% | Reduce -3.8% | 64,631 | $4.3M |
| Benjamin Edwards Inc. | 0.05% | Add +30.1% | 64,321 | $4.2M |
| D.A. Davidson & Co. | 0.03% | Add +23.5% | 64,195 | $4.2M |
| DecisionMap Wealth Management, LLC | 2.71% | Add +2.1% | 64,185 | $4.2M |
| Advus Financial Partners, LLC | 1.01% | Add +38.9% | 63,787 | $4.2M |
| Cranbrook Wealth Management, LLC | 0.84% | Reduce -6.2% | 63,600 | $4.2M |
| Caliber Wealth Management, LLC / KS | 0.46% | Add +0.9% | 63,227 | $4.2M |
| Intergy Private Wealth, LLC | 1.30% | Add +4.7% | 63,138 | $4.2M |
| Cordgrass Capital Advisors, LLC | 1.02% | Add +4.2% | 62,867 | $4.1M |
| 4Thought Financial Group Inc. | 2.09% | Reduce -1.2% | 62,771 | $4.1M |
| WCG Wealth Advisors LLC | 0.26% | Reduce -0.3% | 62,361 | $4.1M |
| CreativeOne Wealth, LLC | 0.10% | Add +5.7% | 62,349 | $4.1M |
| North Star Asset Management Inc. | 0.17% | Reduce -5.9% | 62,190 | $4.1M |
| Independent Financial Group, LLC | 0.10% | Reduce -0.6% | 62,062 | $4.1M |
| Tradition Wealth Management, LLC | 0.30% | Reduce -18.8% | 61,809 | $4.1M |
| Sequent Planning LLC | 1.15% | New | 61,731 | $4.1M |
| Koesten, Hirschmann & Crabtree, INC. | 1.91% | Add +1.9% | 60,745 | $4.0M |
| RFG Advisory, LLC | 0.08% | Add +5.8% | 60,376 | $4.0M |
| Turtle Creek Wealth Advisors, LLC | 0.35% | Add +19.1% | 60,296 | $4.0M |
| EPG Wealth Management LLC | 1.09% | Reduce -6.9% | 60,107 | $4.0M |
| Laird Norton Wetherby Wealth Management, LLC | 0.16% | Add +1.6% | 60,077 | $4.0M |
| Endowment Wealth Management, Inc. | 1.80% | Add +2.1% | 60,010 | $4.0M |
| South Plains Financial, Inc. | 2.46% | Reduce -16.4% | 59,906 | $3.9M |
| Stone Summit Wealth LLC | 1.12% | Add +12.0% | 59,860 | $3.9M |
| Legacy Edge Advisors, LLC | 0.46% | Add +6.8% | 59,690 | $3.9M |
| CoreFirst Bank & Trust | 2.12% | Add +2.2% | 59,500 | $3.9M |
| Leavell Investment Management, Inc. | 0.16% | Add +1.0% | 59,336 | $3.9M |
| Fiduciary Trust Co | 0.04% | Add +4.8% | 58,736 | $3.9M |
| Ewa, LLC | 1.07% | Add +125.3% | 58,478 | $3.9M |
| Transcend Capital Advisors, LLC | 0.27% | Add +6.3% | 58,107 | $3.8M |
| FFG Retirement Advisors LLC | 2.36% | Add +34.8% | 57,793 | $3.8M |
| Pembroke Management, LTD | 0.38% | No change | 57,612 | $3.8M |
| Argent Trust Co | 0.13% | Add +1.6% | 57,465 | $3.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -33.7% | 57,263 | $3.8M |
| Fifth Third Securities, Inc. | 0.26% | Reduce -0.0% | 57,227 | $3.8M |
| Retirement Wealth Solutions LLC | 2.48% | Add +49.1% | 57,142 | $3.8M |
| Elmwood Wealth Management, Inc. | 1.32% | Add +2.0% | 56,591 | $3.7M |
| Capital Asset Advisory Services LLC | 0.16% | Add +23.1% | 56,386 | $3.7M |
| Cornerstone Planning Group LLC | 0.59% | Add +3065.9% | 54,296 | $3.7M |
| Princeton Global Asset Management LLC | 0.61% | Reduce -1.3% | 56,135 | $3.7M |
| Asset Allocation Strategies LLC | 0.73% | Add +61.6% | 55,952 | $3.7M |
| Compound Planning, Inc. | 0.12% | Reduce -8.6% | 55,900 | $3.7M |
| Heritage Financial Services, LLC | 0.33% | Reduce -4.7% | 55,238 | $3.6M |
| Empower Advisory Group, LLC | 0.01% | Reduce -4.7% | 55,147 | $3.6M |
| Cypress Financial Planning LLC | 1.11% | Add +1.8% | 54,849 | $3.6M |
| Kingdom Financial Group LLC. | 2.20% | Add +30.6% | 54,663 | $3.6M |
| Circle Wealth Management, LLC | 0.07% | Reduce -24.8% | 54,547 | $3.6M |
| Sunburst Financial Group, LLC | 0.75% | Reduce -0.4% | 54,360 | $3.6M |
| Bryn Mawr Trust Advisors, LLC | 0.18% | Reduce -3.1% | 54,146 | $3.6M |
| Sapient Capital LLC | 0.05% | Add +2.2% | 54,229 | $3.6M |
| Lam Group, Inc. | 2.19% | No change | 53,565 | $3.5M |
| Brady Martz Wealth Solutions, LLC | 0.64% | Reduce -3.5% | 53,519 | $3.5M |
| SOL Capital Management CO | 0.32% | Reduce -1.7% | 53,410 | $3.5M |
| Falcon Wealth Planning | 0.32% | Reduce -4.3% | 53,350 | $3.5M |
| Motive Wealth Advisors | 1.51% | Reduce -0.5% | 53,120 | $3.5M |
| First Manhattan Co. Llc. | 0.01% | Add +0.4% | 52,990 | $3.5M |
| First United Bank & Trust | 1.13% | Add +18.1% | 52,591 | $3.5M |
| Private Trust Co. NA | 0.31% | Reduce -2.2% | 52,561 | $3.5M |
| eCIO, Inc. | 1.28% | Reduce -4.6% | 52,049 | $3.4M |
| Cyndeo Wealth Partners, LLC | 0.19% | Add +1.0% | 51,526 | $3.4M |
| Westside Investment Management, Inc. | 0.54% | Add +2.4% | 51,405 | $3.4M |
| Rf&l Wealth Management, LLC | 1.99% | Add +3.5% | 51,352 | $3.4M |
| O'Dell Group, LLC | 0.72% | New | 50,804 | $3.3M |
| GeoWealth Management, LLC | 0.12% | Add +98.1% | 50,683 | $3.3M |
| Diversified Enterprises, LLC | 0.22% | Reduce -1.9% | 50,611 | $3.3M |
| Hollencrest Capital Management | 0.12% | Reduce -5.8% | 50,580 | $3.3M |
| Theory Financial LLC | 1.17% | Reduce -9.0% | 48,966 | $3.3M |
| Unique Wealth Strategies, LLC | 1.30% | Add +7.8% | 50,346 | $3.3M |
| Disciplined Investments, LLC | 1.31% | Reduce -1.4% | 50,074 | $3.3M |
| Old National Bancorp | 0.06% | Reduce -9.9% | 49,990 | $3.3M |
| Orrstown Financial Services Inc. | 0.56% | Add +3.4% | 49,932 | $3.3M |
| HB Wealth Management, LLC | 0.02% | Add +19.4% | 49,632 | $3.3M |
| JGP Wealth Management, LLC | 0.36% | Add +1.8% | 48,843 | $3.3M |
| NBT Bank, N.A. | 0.21% | Reduce -5.7% | 48,675 | $3.2M |
| Cordant, Inc. | 1.46% | Reduce -6.7% | 49,002 | $3.2M |
| MIdWestOne Financial Group, Inc. | 0.39% | Reduce -3.1% | 48,814 | $3.2M |
| Sweeney & Michel, LLC | 1.07% | Reduce -52.1% | 49,741 | $3.2M |
| Tritonpoint Wealth, LLC | 0.27% | Reduce -2.0% | 48,325 | $3.2M |
| Savvy Advisors, Inc. | 0.15% | Add +31.2% | 48,164 | $3.2M |
| Pinnacle Financial Partners Inc | 0.08% | Add +8.1% | 47,941 | $3.2M |
| Rothschild & Co Wealth Management UK Ltd | 0.05% | Reduce -5.3% | 47,641 | $3.1M |
| Mann Financial Group, Inc. | 3.08% | — | 47,274 | $3.1M |
| Barnes Wealth Management Group, Inc | 1.72% | Add +2.6% | 47,259 | $3.1M |
| AA Financial Advisors, LLC | 0.61% | Add +2.4% | 47,205 | $3.1M |
| Avior Wealth Management, LLC | 0.10% | Reduce -1.7% | 46,983 | $3.1M |
| RCS Financial Planning, LLC | 1.37% | Add +26.8% | 46,766 | $3.1M |
| KMG Fiduciary Partners, LLC | 0.21% | Add +5.8% | 46,689 | $3.1M |
| TFB Advisors LLC | 0.90% | Reduce -16.5% | 46,986 | $3.1M |
| Vertex Planning Partners, LLC | 0.59% | Reduce -8.5% | 46,319 | $3.1M |
| CIBC Private Wealth Group LLC | 0.01% | Add +14.3% | 46,315 | $3.1M |
| Prospera Financial Services Inc | 0.05% | Add +2.8% | 45,781 | $3.0M |
| Eldridge Investment Advisors, Inc. | 0.69% | Reduce -23.5% | 45,803 | $3.0M |
| EverSource Wealth Advisors, LLC | 0.12% | Add +53.4% | 45,734 | $3.0M |
| CENTRAL TRUST Co | 0.06% | Add +42.5% | 45,558 | $3.0M |
| Copperleaf Capital, LLC | 1.44% | Add +70.7% | 45,444 | $3.0M |
| Bristlecone Advisors, LLC | 0.25% | Add +5.5% | 45,404 | $3.0M |
| BridgePort Financial Solutions, LLC | 0.79% | Add +10.1% | 44,702 | $2.9M |
| Zuckerman Investment Group, LLC | 0.27% | Reduce -0.0% | 44,557 | $2.9M |
| Brighton Jones LLC | 0.07% | Add +1.6% | 44,068 | $2.9M |
| SlateStone Wealth, LLC | 0.25% | Add +2.0% | 44,039 | $2.9M |
| Baron Financial Group, LLC | 1.59% | Reduce -2.0% | 44,035 | $2.9M |
| Fidelis Capital Partners, LLC | 0.22% | Add +7.0% | 43,673 | $2.9M |
| Wealth Dimensions Group, Ltd. | 0.59% | Reduce -5.7% | 43,613 | $2.9M |
| Norris Perne & French LLP | 0.20% | Add +0.9% | 43,400 | $2.9M |
| Alpha Omega Wealth Management LLC | 0.47% | Add +5.1% | 42,787 | $2.8M |
| Redhawk Wealth Advisors, Inc. | 0.33% | Add +0.3% | 42,747 | $2.8M |
| BCS Wealth Management | 0.63% | Add +0.1% | 42,682 | $2.8M |
| Diversified Portfolios, Inc. | 0.25% | Reduce -1.0% | 42,540 | $2.8M |
| Traveka Wealth, LLC | 1.25% | Add +4.9% | 42,436 | $2.8M |
| Qube Research & Technologies Ltd | 0.00% | Add +947.0% | 42,373 | $2.8M |
| Elyxium Wealth, LLC | 0.97% | Reduce -18.2% | 42,355 | $2.8M |
| Precision Wealth Strategies, LLC | 0.90% | Reduce -8.4% | 42,290 | $2.8M |
| Capital Investment Advisory Services, LLC | 0.22% | Add +2.9% | 42,253 | $2.8M |
| Stock Yards Bank & Trust Co. | 0.09% | Add +18.0% | 42,095 | $2.8M |
| Jaffetilchin Investment Partners, LLC | 0.17% | Add +1.1% | 42,072 | $2.8M |
| Oregon Pacific Wealth Management, LLC | 2.38% | New | 41,734 | $2.8M |
| DDFG, Inc | 0.63% | Add +4.0% | 41,671 | $2.7M |
| Sepio Capital, LP | 0.16% | Reduce -1.9% | 41,618 | $2.7M |
| Redwood Investment Management, LLC | 0.30% | Add +13.5% | 41,553 | $2.7M |
| WESCAP Management Group, Inc. | 0.57% | Reduce -0.3% | 41,353 | $2.7M |
| Continental Advisors LLC | 1.82% | No change | 40,800 | $2.7M |
| A4 Wealth Advisors LLC | 2.26% | — | 40,752 | $2.7M |
| Wealthstream Advisors, Inc. | 0.41% | No change | 40,700 | $2.7M |
| Commonwealth Retirement Investments LLC | 0.91% | Add +18.3% | 40,698 | $2.7M |
| Keel Point, LLC | 0.16% | Add +1.4% | 40,640 | $2.7M |
| Park Place Capital Corp | 0.56% | Add +32.9% | 40,444 | $2.7M |
| Blalock Williams, LLC | 2.33% | Add +21.9% | 40,389 | $2.7M |
| Vontobel Holding Ltd. | 0.01% | No change | 40,349 | $2.7M |
| Continuum Advisory, LLC | 0.28% | Add +5.7% | 40,305 | $2.7M |
| Choate Investment Advisors | 0.05% | Add +129.5% | 40,154 | $2.6M |
| Red Tortoise LLC | 1.16% | No change | 39,991 | $2.6M |
| Mycio Wealth Partners, LLC | 0.61% | No change | 39,978 | $2.6M |
| Good Steward Wealth Advisors,LLC | 1.81% | Add +17.0% | 39,751 | $2.6M |
| Journey Strategic Wealth LLC | 0.07% | Reduce -27.9% | 39,447 | $2.6M |
| Chris Bulman Inc | 1.30% | Reduce -19.5% | 39,409 | $2.6M |
| IHT Wealth Management, LLC | 0.07% | Reduce -0.5% | 39,376 | $2.6M |
| Apollon Financial, LLC | 0.43% | Add +958.2% | 39,332 | $2.6M |
| Fullcircle Wealth LLC | 0.91% | Add +9.0% | 38,384 | $2.6M |
| Coppell Advisory Solutions LLC | 0.27% | Add +13.2% | 39,272 | $2.6M |
| Richardson Financial Services Inc. | 1.60% | Reduce -0.3% | 39,119 | $2.6M |
| Great Valley Advisor Group, Inc. | 0.05% | Add +12.2% | 39,084 | $2.6M |
| Rathbones Group PLC | 0.01% | Add +4.0% | 39,063 | $2.6M |
| Dynamic Advisor Solutions LLC | 0.07% | Add +8.1% | 38,956 | $2.6M |
| Walker Financial Services, Inc. | 1.00% | New | 38,876 | $2.6M |
| Headinvest, LLC | 0.53% | Add +1.4% | 38,560 | $2.5M |
| Wedbush Securities Inc. | 0.08% | Add +23.3% | 38,553 | $2.5M |
| Strategy Asset Managers LLC | 0.46% | Add +95.0% | 38,531 | $2.5M |
| Bush Investment Group, LLC | 1.50% | Reduce -7.3% | 38,505 | $2.5M |
| Okabena Investment Services Inc. | 0.49% | No change | 38,427 | $2.5M |
| Texas Capital Bancshares Inc | 0.99% | Add +214.9% | 38,222 | $2.5M |
| Pinnacle Associates Ltd. | 0.03% | Reduce -0.9% | 37,983 | $2.5M |
| Van Cleef Asset Management,Inc | 0.25% | Add +11.7% | 38,517 | $2.5M |
| Lodestar Private Asset Management LLC | 0.26% | Add +32.8% | 37,655 | $2.5M |
| Rialto Wealth Management, LLC | 0.64% | Reduce -6.0% | 37,618 | $2.5M |
| OneAscent Financial Services LLC | 0.16% | Reduce -1.1% | 37,537 | $2.5M |
| Centaurus Financial, Inc. | 0.12% | Add +5.8% | 37,429 | $2.5M |
| Lloyd Advisory Services, LLC. | 1.16% | Add +6.5% | 37,264 | $2.5M |
| Darrow Company, Inc. | 1.14% | Reduce -1.9% | 36,603 | $2.5M |
| Smithbridge Asset Management Inc. | 0.36% | Add +6.6% | 37,168 | $2.5M |
| Stokes Family Office, LLC | 0.23% | Reduce -0.1% | 36,911 | $2.4M |
| Thrive Wealth Management, LLC | 0.36% | Add +2.2% | 36,395 | $2.4M |
| Krilogy Financial LLC | 0.09% | New | 35,204 | $2.4M |
| Jordan Park Trust Co LLC | 2.33% | No change | 36,349 | $2.4M |
| MV Capital Management, Inc. | 0.23% | Add +22.3% | 36,348 | $2.4M |
| BCU Wealth Advisors, LLC | 0.97% | Add +6.9% | 36,311 | $2.4M |
| Founders Grove Wealth Partners, LLC | 0.56% | Reduce -0.4% | 36,256 | $2.4M |
| Verus Wealth Management, LLC | 2.23% | Reduce -15.1% | 36,168 | $2.4M |
| First Heartland Consultants, Inc. | 0.19% | Add +8.1% | 35,883 | $2.4M |
| Patriot Financial Group Insurance Agency, LLC | 0.30% | Reduce -9.5% | 35,874 | $2.4M |
| Sovereign Financial Group, Inc. | 0.44% | Add +70.8% | 35,740 | $2.4M |
| Center For Asset Management LLC | 1.25% | Add +64.7% | 35,404 | $2.3M |
| Woodmont Investment Counsel LLC | 0.15% | Reduce -36.3% | 35,232 | $2.3M |
| Capital Investment Advisors, LLC | 0.04% | Add +546.7% | 35,089 | $2.3M |
| Level Four Advisory Services, LLC | 0.08% | Add +17.2% | 34,841 | $2.3M |
| Moors & Cabot, Inc. | 0.10% | Reduce -1.4% | 34,835 | $2.3M |
| Eight 31 Financial, LLC | 1.29% | Add +7.2% | 34,776 | $2.3M |
| Gryphon Financial Partners LLC | 0.26% | Add +3.6% | 34,602 | $2.3M |
| Vanguard Group Inc. | 0.00% | Add +33.5% | 34,538 | $2.3M |
| WealthPLAN Partners, LLC | 0.34% | Reduce -10.6% | 34,477 | $2.3M |
| Ellevest, Inc. | 0.32% | Reduce -1.4% | 34,322 | $2.3M |
| Accurate Wealth Management, LLC | 0.30% | Add +21.6% | 34,260 | $2.2M |
| Berman McAleer LLC | 0.31% | — | 33,973 | $2.2M |
| Pineridge Advisors LLC | 0.64% | Add +9.8% | 33,929 | $2.2M |
| TBH Global Asset Management, LLC | 0.44% | Reduce -40.4% | 33,918 | $2.2M |
| QRG Capital Management, Inc. | 0.03% | Add +198.9% | 33,609 | $2.2M |
| MKD Wealth Coaches, LLC | 2.20% | Reduce -0.1% | 33,492 | $2.2M |
| Freestone Capital Holdings, LLC | 0.07% | Reduce -6.0% | 33,477 | $2.2M |
| Harbour Investments, Inc. | 0.05% | Reduce -0.9% | 33,465 | $2.2M |
| WealthCare Investment Partners, LLC | 0.71% | Add +5.1% | 33,164 | $2.2M |
| Busey Bank | 0.06% | Add +12.0% | 33,414 | $2.2M |
| Fiduciary Group, LLC | 0.19% | Add +0.9% | 33,332 | $2.2M |
| Alterna Wealth Management, Inc. | 1.81% | Add +7.9% | 33,313 | $2.2M |
| High Net Worth Advisory Group LLC | 0.53% | Reduce -1.3% | 33,236 | $2.2M |
| TRUE Private Wealth Advisors | 0.22% | Add +5.6% | 33,173 | $2.2M |
| Richmond Investment Services, LLC | 0.41% | Add +15.7% | 33,112 | $2.2M |
| Aspect Partners, LLC | 0.99% | Reduce -0.0% | 33,085 | $2.2M |
| Trevian Wealth Management LLC | 1.17% | Add +12.5% | 33,067 | $2.2M |
| Parkside Financial Bank & Trust | 0.17% | Reduce -3.7% | 32,895 | $2.2M |
| Parcion Private Wealth LLC | 0.13% | Add +7.0% | 32,722 | $2.2M |
| Ascent Capital Management, LLC | 1.71% | Reduce -2.8% | 32,534 | $2.1M |
| CogentBlue Wealth Advisors, LLC | 1.46% | Reduce -10.8% | 32,524 | $2.1M |
| American Trust | 0.18% | Add +2.7% | 32,094 | $2.1M |
| Signal Advisors Wealth, LLC | 0.19% | Reduce -1.8% | 32,050 | $2.1M |
| Chesley Taft & Associates LLC | 0.09% | Add +13.2% | 32,036 | $2.1M |
| Spartan Planning & Wealth Management | 1.65% | Reduce -1.7% | 32,032 | $2.1M |
| Nilsine Partners, LLC | 0.19% | Add +9.0% | 32,000 | $2.1M |
| Joel Adams & Associates, Inc. | 1.70% | Reduce -3.4% | 31,952 | $2.1M |
| SOA Wealth Advisors, LLC. | 0.34% | Reduce -2.2% | 145,029 | $2.1M |
| Procyon Advisors, LLC | 0.12% | Add +193.7% | 31,769 | $2.1M |
| First National Trust Co | 0.07% | Add +13.8% | 31,592 | $2.1M |
| REDW Wealth LLC | 0.78% | Reduce -0.4% | 31,407 | $2.1M |
| Magnolia Capital Advisors LLC | 0.54% | Add +3.7% | 31,320 | $2.1M |
| Bison Wealth, LLC | 0.19% | Add +41.3% | 30,777 | $2.1M |
| Concorde Asset Management, LLC | 0.86% | — | 30,652 | $2.0M |
| Western Wealth Management, LLC | 0.11% | Add +10.4% | 30,973 | $2.0M |
| Wealth Quarterback LLC | 0.79% | Add +2.7% | 30,869 | $2.0M |
| Corsicana & Co. | 1.14% | — | 30,867 | $2.0M |
| WealthTrak Capital Management LLC | 1.67% | Add +47.4% | 30,797 | $2.0M |
| Absolute Capital Management, LLC | 0.87% | Add +57.8% | 30,760 | $2.0M |
| Legacy PCG, LLC | 1.21% | No change | 30,705 | $2.0M |
| Calamos Wealth Management LLC | 0.07% | Add +7.2% | 30,620 | $2.0M |
| 1900 Wealth Management LLC | 0.14% | Reduce -3.1% | 30,521 | $2.0M |
| PFG Investments, LLC | 0.10% | Add +17.8% | 30,242 | $2.0M |
| FFT Wealth Management LLC | 0.36% | Add +1.3% | 30,128 | $2.0M |
| Quartz Partners, LLC | 0.72% | Add +100.8% | 30,084 | $2.0M |
| ABLE Financial Group, LLC | 0.43% | Reduce -1.9% | 29,850 | $2.0M |
| Inman Jager Wealth Management, LLC | 1.25% | Add +10.2% | 29,781 | $2.0M |
| F/m Investments LLC | 0.08% | Reduce -3.3% | 29,594 | $2.0M |
| Financial Advocates Investment Management | 1.09% | Reduce -90.4% | 29,509 | $1.9M |
| LVZ, Inc. | 0.22% | Reduce -2.7% | 29,462 | $1.9M |
| MSH Capital Advisors LLC | 0.52% | Add +4.6% | 29,415 | $1.9M |
| Boyd Wealth Management, LLC | 0.83% | Reduce -0.2% | 29,333 | $1.9M |
| Strategic Financial Planning, Inc. | 1.12% | Reduce -3.6% | 29,319 | $1.9M |
| Tanager Wealth Management LLP | 0.20% | Add +0.2% | 29,129 | $1.9M |
| ONE Advisory Partners, LLC | 0.59% | Add +95.3% | 28,949 | $1.9M |
| Vantage Point Financial LLC | 0.74% | Add +12.5% | 29,014 | $1.9M |
| Raleigh Capital Management Inc. | 0.73% | Add +29.6% | 28,997 | $1.9M |
| BlueSky Wealth Advisors, LLC | 0.26% | Reduce -0.4% | 28,981 | $1.9M |
| Larson Financial Group LLC | 0.07% | Add +9.3% | 28,589 | $1.9M |
| SC&H Financial Advisors, Inc. | 0.31% | Reduce -5.2% | 28,431 | $1.9M |
| TFO Wealth Partners, LLC | 0.31% | Reduce -0.1% | 28,405 | $1.9M |
| Chicago Partners Investment Group LLC | 0.05% | Add +3.0% | 27,169 | $1.9M |
| Arcadia Wealth Management, LLC | 0.73% | Add +40.9% | 28,038 | $1.8M |
| Keystone Wealth Services, LLC | 0.40% | New | 27,951 | $1.8M |
| Cornerstone Advisory, LLC | 0.18% | Add +12.8% | 27,948 | $1.8M |
| Occidental Asset Management, LLC | 0.23% | Add +17.5% | 27,850 | $1.8M |
| Principal Financial Group Inc. | 0.00% | Reduce -19.7% | 27,821 | $1.8M |
| Auxano Advisors, LLC | 0.39% | No change | 27,698 | $1.8M |
| JMG Financial Group, Ltd. | 0.05% | Reduce -0.3% | 27,552 | $1.8M |
| Clayton Financial Group LLC | 1.33% | Add +20.0% | 27,552 | $1.8M |
| Financial Counselors Inc. | 2.40% | No change | 27,399 | $1.8M |
| Quest 10 Wealth Builders, Inc. | 1.65% | Add +5.6% | 27,117 | $1.8M |
| Balefire, LLC | 0.35% | Reduce -2.4% | 26,891 | $1.8M |
| Venture Visionary Partners LLC | 0.06% | Reduce -5.6% | 26,845 | $1.8M |
| Clearview Wealth Advisors LLC | 1.12% | Add +4.5% | 26,503 | $1.7M |
| Ameraudi Asset Management, Inc. | 1.05% | Reduce -60.7% | 26,434 | $1.7M |
| MMBG Investment Advisors Co. | 0.15% | Add +2.9% | 26,387 | $1.7M |
| Spinnaker Trust | 0.10% | Add +0.8% | 26,351 | $1.7M |
| Squire Investment Management Company, LLC | 0.57% | Reduce -3.7% | 26,330 | $1.7M |
| Aprio Wealth Management, LLC | 0.17% | Reduce -3.2% | 26,159 | $1.7M |
| Verdence Capital Advisors LLC | 0.10% | Add +7.0% | 25,065 | $1.7M |
| Cullen/Frost Bankers, Inc. | 0.02% | Add +7.7% | 26,085 | $1.7M |
| Carrera Capital Advisors | 0.31% | No change | 26,051 | $1.7M |
| Seldon Capital LP | 0.60% | No change | 26,019 | $1.7M |
| ORG Partners LLC | 0.32% | Add +50.2% | 24,751 | $1.7M |
| Tyche Wealth Partners LLC | 0.30% | New | 25,904 | $1.7M |
| W Advisors, LLC | 0.90% | Add +5.0% | 25,782 | $1.7M |
| Wick Capital Partners, LLC | 0.40% | Reduce -96.6% | 13,871 | $1.7M |
| Stonehearth Capital Management, LLC | 0.65% | Add +3.3% | 25,603 | $1.7M |
| VanderPol Investments L.L.C. | 3.27% | Add +14.3% | 24,778 | $1.7M |
| Friday Financial | 0.71% | Add +36.6% | 25,563 | $1.7M |
| Amara Financial, Llc. | 1.24% | Add +67.6% | 25,514 | $1.7M |
| Bahl & Gaynor LLC | 0.01% | Add +15.5% | 25,437 | $1.7M |
| Ade, LLC | 0.85% | Add +2.5% | 25,374 | $1.7M |
| Arcus Capital Partners, LLC | 0.73% | No change | 25,179 | $1.7M |
| Garde Capital, Inc. | 0.08% | Reduce -7.3% | 25,100 | $1.7M |
| Yukon Wealth Management, Inc. | 0.54% | Reduce -5.9% | 25,091 | $1.7M |
| Jacobi Capital Management LLC | 0.10% | Add +2.9% | 25,045 | $1.7M |
| Mach-1 Financial Group, LLC | 0.26% | New | 24,617 | $1.6M |
| Integrity Advisory Solutions, LLC | 0.26% | — | 24,617 | $1.6M |
| American State Bank (Iowa) | 0.83% | No change | 24,576 | $1.6M |
| Providence Capital Advisors, LLC | 0.28% | Add +2.9% | 24,463 | $1.6M |
| FSC Wealth Advisors, LLC | 0.93% | Add +38.5% | 24,456 | $1.6M |
| DAVENPORT & Co LLC | 0.01% | Add +11.8% | 24,399 | $1.6M |
| K2 Financial Inc. | 1.29% | Add +10.4% | 24,340 | $1.6M |
| Colonial Trust Co / SC | 0.22% | Add +20.4% | 24,359 | $1.6M |
| Kingswood Wealth Advisors, LLC | 0.10% | Add +10.6% | 24,201 | $1.6M |
| Lauterbach Financial Advisors, LLC | 0.80% | Add +0.7% | 24,076 | $1.6M |
| Roble, Belko & Company, Inc | 0.21% | No change | 24,005 | $1.6M |
| IFC Advisors LLC | 0.29% | Reduce -1.9% | 23,968 | $1.6M |
| Heritage Family Offices, LLP | 0.73% | Reduce -35.4% | 23,962 | $1.6M |
| Merkkuri Wealth Advisors LLC | 1.14% | Reduce -16.0% | 23,913 | $1.6M |
| Tru Independence Asset Management 2, LLC | 1.02% | Add +0.5% | 23,637 | $1.6M |
| Heritage Trust Co | 0.16% | Reduce -19.5% | 23,591 | $1.6M |
| Kingsview Wealth Management, LLC | 0.02% | Add +36.9% | 23,476 | $1.5M |
| Silvercrest Asset Management Group LLC | 0.01% | Reduce -7.4% | 23,438 | $1.5M |
| Argent Advisors, Inc. | 0.45% | Add +1.0% | 23,351 | $1.5M |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.14% | Add +0.4% | 23,323 | $1.5M |
| Main Street Financial Solutions, LLC | 0.10% | Add +1.1% | 23,282 | $1.5M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.32% | Add +0.5% | 23,239 | $1.5M |
| Conrad Siegel Investment Advisors, Inc. | 0.32% | Reduce -1.0% | 23,229 | $1.5M |
| Tocqueville Asset Management L.P. | 0.02% | No change | 23,129 | $1.5M |
| Diversified Trust Co. | 0.03% | Add +35.0% | 23,084 | $1.5M |
| Legacy Bridge, LLC | 0.63% | Add +5.6% | 23,033 | $1.5M |
| Baker Tilly Wealth Management, LLC | 0.34% | New | 22,995 | $1.5M |
| PUREfi Wealth, LLC | 1.17% | Add +24.3% | 22,993 | $1.5M |
| Morris Financial Concepts, Inc. | 0.55% | Add +4.8% | 22,926 | $1.5M |
| Cove Private Wealth, LLC | 0.48% | Reduce -0.7% | 22,888 | $1.5M |
| IFS Group,LLC | 1.32% | — | 22,654 | $1.5M |
| Sutton Place Investors LLC | 0.86% | Reduce -13.5% | 22,783 | $1.5M |
| Moody National Bank Trust Division | 0.13% | Add +1.8% | 22,514 | $1.5M |
| StoneX Group Inc. | 0.06% | Add +1.5% | 22,464 | $1.5M |
| LPWM LLC | 0.39% | Add +3.8% | 22,342 | $1.5M |
| B&D White Capital Company, LLC | 0.19% | New | 22,113 | $1.5M |
| Goldstein Advisors, LLC | 0.18% | Add +7.8% | 22,052 | $1.5M |
| Sensible Money, LLC | 0.49% | Reduce -0.4% | 21,895 | $1.4M |
| LGL Partners, LLC | 0.61% | No change | 21,888 | $1.4M |
| Hilltop Holdings Inc. | 0.08% | Add +4.4% | 21,884 | $1.4M |
| Geometric Wealth Advisors | 0.19% | Add +3.3% | 21,737 | $1.4M |
| Client 1ST Advisory Group, LLC | 0.47% | Reduce -1.3% | 21,714 | $1.4M |
| Fortis Advisors, LLC | 0.81% | Add +94.5% | 21,613 | $1.4M |
| Essential Partners LLC | 0.47% | Reduce -4.2% | 21,582 | $1.4M |
| 3EDGE Asset Management, LP | 0.08% | Add +12.1% | 21,504 | $1.4M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.11% | Reduce -0.8% | 21,497 | $1.4M |
| Evercore Wealth Management, LLC | 0.02% | Reduce -3.8% | 21,488 | $1.4M |
| Massachusetts Financial Services Co. | 0.00% | No change | 21,453 | $1.4M |
| Walkner Condon Financial Advisors LLC | 0.22% | Add +114.9% | 21,428 | $1.4M |
| Lanark Financial, Inc. | 0.11% | Reduce -44.4% | 21,392 | $1.4M |
| Pandora Wealth, Inc. | 0.85% | Reduce -0.8% | 21,327 | $1.4M |
| Pettinga Financial Advisors LLC | 0.27% | Reduce 0.0% | 21,203 | $1.4M |
| Accelerate Investment Advisors LLC | 0.95% | Add +9.2% | 21,164 | $1.4M |
| Maripau Wealth Management LLC | 0.70% | Reduce -15.7% | 21,130 | $1.4M |
| Pine Valley Investments Ltd Liability Co | 0.07% | Add +0.8% | 21,034 | $1.4M |
| Aletheian Wealth Advisors LLC | 0.64% | Reduce -1.8% | 20,979 | $1.4M |
| Advocacy Wealth Management, LLC | 0.06% | New | 20,811 | $1.4M |
| ARK & TLK Investments, LLC | 0.43% | Add +54.3% | 20,723 | $1.4M |
| Mosaic Family Wealth Partners, LLC | 0.16% | Add +2.9% | 20,705 | $1.4M |
| Finley Financial, LLC | 0.63% | Add +0.0% | 20,556 | $1.4M |
| Garrison Point Advisors, LLC | 0.57% | Reduce -1.7% | 20,545 | $1.4M |
| Cooper Financial Group | 0.15% | Add +7.3% | 20,530 | $1.4M |
| Shufro Rose & Co. LLC | 0.11% | Reduce -1.2% | 24,968 | $1.3M |
| Bangor Savings Bank | 0.11% | Add +16.3% | 20,436 | $1.3M |
| Sumitomo Mitsui Financial Group, Inc. | 0.02% | Add +4.0% | 20,302 | $1.3M |
| Veracity Capital LLC | 0.43% | Add +11.0% | 20,182 | $1.3M |
| Professional Financial Advisors, LLC | 0.28% | Add +438.2% | 20,044 | $1.3M |
| Tolleson Wealth Management, Inc. | 0.20% | Add +19.9% | 20,020 | $1.3M |
| GWN Securities Inc. | 0.31% | Add +11.9% | 19,921 | $1.3M |
| Creative Financial Designs Inc. | 0.09% | Add +8.8% | 19,802 | $1.3M |
| Trueblood Wealth Management, LLC | 0.51% | Add +6.1% | 19,756 | $1.3M |
| Waldron Private Wealth LLC | 0.05% | Add +13.8% | 19,656 | $1.3M |
| Blankinship & Foster, LLC | 0.28% | No change | 19,617 | $1.3M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +4.6% | 19,616 | $1.3M |
| Bailard, Inc. | 0.03% | Reduce -0.4% | 19,446 | $1.3M |
| Family Investment Center, Inc. | 0.26% | Reduce -3.9% | 19,320 | $1.3M |
| Warwick Investment Management, Inc. | 0.22% | Reduce -0.1% | 19,270 | $1.3M |
| Abacus Planning Group, Inc. | 0.17% | Add +5.9% | 19,156 | $1.3M |
| Regimen Wealth, LLC | 0.37% | Add +1.1% | 19,042 | $1.3M |
| Fulton Bank, N.A. | 0.04% | Reduce -4.7% | 19,029 | $1.3M |
| Blue Fin Capital, Inc. | 0.20% | Add +14.3% | 18,962 | $1.2M |
| Atlatl Advisers LLC | 0.49% | Add +23.1% | 18,887 | $1.2M |
| World Equity Group, Inc. | 0.28% | Add +49.0% | 18,882 | $1.2M |
| Flagship Harbor Advisors, LLC | 0.05% | Add +6.4% | 18,878 | $1.2M |
| International Private Wealth Advisors LLC | 0.78% | Add +3.9% | 18,836 | $1.2M |
| BLKBRD Asset Management, LP | 0.34% | New | 18,776 | $1.2M |
| Fragasso Financial Advisors Inc | 0.08% | Reduce -0.1% | 18,491 | $1.2M |
| Investor's Fiduciary Advisor Network, LLC | 0.42% | Reduce -2.3% | 18,728 | $1.2M |
| KPP Advisory Services LLC | 0.18% | Add +0.3% | 18,694 | $1.2M |
| Cibc World Market Inc. | 0.00% | Add +2.3% | 18,671 | $1.2M |
| Two West Capital Advisors LLC | 0.74% | Add +11.0% | 18,070 | $1.2M |
| CWA Asset Management Group, LLC | 0.05% | Reduce -0.5% | 18,637 | $1.2M |
| Cahill Financial Advisors Inc. | 0.14% | Add +0.9% | 18,585 | $1.2M |
| Tillman Hartley LLC | 0.32% | Add +0.9% | 18,543 | $1.2M |
| Watershed Private Wealth LLC | 0.39% | Reduce -1.9% | 18,533 | $1.2M |
| Patton Albertson Miller Group, LLC | 0.15% | Reduce -5.1% | 18,511 | $1.2M |
| Trivium Point Advisory, LLC | 0.12% | Add +32.8% | 18,303 | $1.2M |
| Tranquility Partners, LLC | 0.41% | Add +3.8% | 18,268 | $1.2M |
| Puff Wealth Management, LLC | 1.82% | Add +47.6% | 18,183 | $1.2M |
| Values Added Financial LLC | 0.53% | Reduce -2.5% | 18,165 | $1.2M |
| Valmark Advisers, Inc. | 0.02% | Add +2.2% | 18,064 | $1.2M |
| Tiemann Investment Advisors, LLC | 0.45% | Add +2.1% | 18,028 | $1.2M |
| Pinnacle Bancorp, Inc. | 0.35% | Add +10.7% | 17,787 | $1.2M |
| Darden Wealth Group Inc | 0.61% | No change | 17,732 | $1.2M |
| Amplius Wealth Advisors, LLC | 0.10% | Add +0.3% | 17,706 | $1.2M |
| Canvas Wealth Advisors, LLC | 0.21% | Reduce -3.5% | 17,216 | $1.2M |
| Cornerstone Advisors Asset Management, LLC | 0.20% | Add +50.1% | 17,444 | $1.1M |
| Kings Path Partners LLC | 0.42% | No change | 17,423 | $1.1M |
| Aspire Private Capital, LLC | 0.25% | Add +11.8% | 17,364 | $1.1M |
| Essential Planning, LLC. | 0.39% | Add +53.9% | 17,347 | $1.1M |
| Colton Groome Financial Advisors, LLC | 0.35% | Reduce -1.2% | 17,332 | $1.1M |
| Clark Capital Management Group, Inc. | 0.01% | Add +2.0% | 17,279 | $1.1M |
| Quadrature Capital Ltd | 0.01% | New | 17,245 | $1.1M |
| Consolidated Portfolio Review Corp | 0.14% | Add +6.1% | 17,225 | $1.1M |
| Cohen Capital Management, Inc. | 0.18% | No change | 17,220 | $1.1M |
| Cornerstone Wealth Management, LLC | 0.06% | Reduce -1.6% | 17,169 | $1.1M |
| Roundview Capital LLC | 0.07% | Reduce -1.0% | 17,156 | $1.1M |
| Alerus Financial NA | 0.06% | Add +18124.5% | 17,131 | $1.1M |
| William Howard & Co Financial Advisors Inc | 0.96% | Reduce -3.0% | 17,103 | $1.1M |
| Redmont Wealth Advisors LLC | 1.56% | No change | 17,008 | $1.1M |
| Essex Bank | 0.25% | Add +77.4% | 16,992 | $1.1M |
| Wilmington Savings Fund Society, FSB | 0.03% | Reduce -70.8% | 16,974 | $1.1M |
| Soltis Investment Advisors LLC | 0.08% | Reduce -2.9% | 16,935 | $1.1M |
| Bigelow Investment Advisors, LLC | 0.45% | Add +3.6% | 16,928 | $1.1M |
| Keyes, Stange & Wooten Wealth Management, LLC | 0.54% | Reduce -1.2% | 16,911 | $1.1M |
| C2C Wealth Management, LLC | 0.95% | Reduce -0.5% | 16,855 | $1.1M |
| CX Institutional | 0.03% | Reduce -1.3% | 16,847 | $1.1M |
| Sound Income Strategies, LLC | 0.06% | Add +27.2% | 16,680 | $1.1M |
| Obsidian Cio, LLC | 0.15% | Add +9.9% | 16,851 | $1.1M |
| Inspire Advisors, LLC | 0.11% | Add +6.7% | 16,789 | $1.1M |
| Hillcrest Wealth Advisors - NY, LLC | 0.50% | Reduce -12.3% | 16,788 | $1.1M |
| Well Done, LLC | 0.19% | Add +7.0% | 16,704 | $1.1M |
| Flagstar Securities, Inc. | 0.33% | Reduce -9.8% | 16,522 | $1.1M |
| Petix & Botte Co | 0.25% | Reduce -4.7% | 16,509 | $1.1M |
| New Republic Capital, LLC | 0.33% | Add +0.6% | 16,491 | $1.1M |
| Trust Co. of Vermont | 0.05% | Add +14.4% | 16,486 | $1.1M |
| Coordinated Financial Services, Inc. | 0.70% | Reduce -1.1% | 16,319 | $1.1M |
| Lee Financial Co | 0.14% | Add +0.2% | 16,298 | $1.1M |
| Northwest Bancshares, Inc. | 0.18% | Reduce -3.5% | 16,289 | $1.1M |
| Matauro, LLC | 0.17% | Add +3.6% | 16,228 | $1.1M |
| Clearwater Capital Advisors, LLC | 0.09% | Reduce -0.2% | 16,193 | $1.1M |
| Madison Wealth Partners, Inc | 0.21% | Add +1.7% | 16,152 | $1.1M |
| Evanson Asset Management, LLC | 0.06% | No change | 16,128 | $1.1M |
| VestGen Advisors, LLC | 0.04% | Add +17.6% | 16,126 | $1.1M |
| Greenline Partners, LLC | 0.13% | No change | 16,030 | $1.1M |
| Hutchens & Kramer Investment Management Group, LLC | 0.42% | Add +1.0% | 15,997 | $1.1M |
| Cornerstone Partners Capital Management, LLC | 3.05% | No change | 15,978 | $1.1M |
| Cypress Capital Group | 0.13% | Add +10.4% | 15,889 | $1.0M |
| Avantra Family Wealth, Inc. | 0.78% | Add +60.4% | 15,880 | $1.0M |
| Meridian Wealth Management, LLC | 0.04% | Reduce -4.7% | 15,844 | $1.0M |
| Certuity, LLC | 0.07% | Add +27.0% | 15,812 | $1.0M |
| TAGStone Capital, Inc. | 0.41% | Reduce -12.1% | 15,794 | $1.0M |
| Moneco Advisors, LLC | 0.09% | Reduce -31.5% | 15,790 | $1.0M |
| Everhart Financial Group, Inc. | 0.10% | Add +6.3% | 15,629 | $1.0M |
| Upper Left Wealth Management, LLC | 0.65% | Reduce -3.6% | 15,605 | $1.0M |
| Semus Wealth Partners LLC | 0.58% | Add +24.1% | 15,591 | $1.0M |
| Old Mission Investment Co LLC | 0.25% | Add +81.0% | 15,561 | $1.0M |
| Main Management LLC | 0.08% | Add +305.9% | 15,547 | $1.0M |
| Resurgent Financial Advisors LLC | 0.50% | Reduce -7.7% | 15,538 | $1.0M |
| Conservest Capital Advisors, Inc. | 0.09% | Reduce -1.3% | 15,478 | $1.0M |
| Maridea Wealth Management LLC | 0.16% | Add +50.0% | 15,005 | $1.0M |
| Newman Dignan & Sheerar, Inc. | 0.22% | Reduce -5.1% | 15,394 | $1.0M |
| Trilogy Capital Inc. | 0.05% | Reduce -3.5% | 15,393 | $1.0M |
| XTX Topco Ltd | 0.05% | New | 15,319 | $1.0M |
| Montecito Bank & Trust | 0.16% | — | 15,245 | $1.0M |
| tru Independence LLC | 0.26% | Add +13.4% | 15,166 | $1000K |
| Beacon Financial Advisory LLC | 0.23% | Reduce -4.2% | 15,152 | $999K |
| PFG Advisors | 0.04% | Reduce -11.0% | 15,114 | $996K |
| Silverlake Wealth Management LLC | 0.24% | Add +7.9% | 15,112 | $996K |
| Laffer Tengler Investments, Inc. | 0.19% | New | 15,068 | $993K |
| Aspire Growth Partners LLC | 0.72% | Add +2.2% | 15,025 | $990K |
| Visionary Wealth Advisors | 0.05% | Add +1.9% | 15,018 | $990K |
| Life Line Wealth Management LLC | 0.30% | Reduce -18.2% | 15,014 | $990K |
| Granby Capital Management, LLC | 0.53% | No change | 15,000 | $989K |
| Catalina Capital Group, LLC | 0.61% | Add +6.3% | 14,951 | $986K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +42.0% | 14,909 | $983K |
| Investment Research Partners LLC | 0.44% | — | 14,206 | $982K |
| Valley Forge Investment Consultants Inc. Adv | 0.29% | Add +0.0% | 14,893 | $982K |
| National Wealth Management Group, LLC | 0.37% | Add +9.6% | 14,844 | $979K |
| Tudor Financial Inc. | 0.52% | Add +3.4% | 14,838 | $978K |
| Fairvoy Private Wealth, LLC | 0.22% | Add +0.4% | 14,832 | $978K |
| Tempus Wealth Planning, LLC | 0.22% | Reduce -25.9% | 14,819 | $977K |
| MKT Advisors LLC | 0.36% | Add +3.7% | 14,688 | $976K |
| Atlas Legacy Advisors, LLC | 0.19% | Add +11.7% | 14,800 | $976K |
| Axos Invest Inc. | 0.73% | Reduce -25.3% | 14,799 | $976K |
| Viewpoint Capital Management LLC | 0.43% | Add +8.7% | 14,735 | $971K |
| Baker Boyer National Bank | 0.32% | Reduce -4.4% | 14,612 | $963K |
| Solstein Capital, LLC | 0.44% | No change | 14,580 | $961K |
| Invested Advisors | 1.40% | — | 18,424 | $960K |
| Five Oceans Advisors | 0.35% | Reduce -2.6% | 14,520 | $957K |
| Evoke Wealth, LLC | 0.02% | Add +89.9% | 14,393 | $949K |
| Vista Investment Management | 0.33% | Reduce -0.3% | 14,384 | $948K |
| RDA Financial Network | 0.23% | Reduce -16.1% | 14,268 | $941K |
| Howe & Rusling Inc. | 0.06% | Reduce -8.2% | 14,263 | $940K |
| MainStreet Investment Advisors LLC | 0.13% | Reduce -0.6% | 14,260 | $940K |
| Equita Financial Network, Inc. | 0.32% | Add +9.2% | 14,215 | $937K |
| Naples Global Advisors, LLC | 0.07% | Add +4.4% | 14,196 | $936K |
| Palisade Asset Management, LLC | 0.09% | Add +27.8% | 14,185 | $935K |
| Canandaigua National Bank & Trust Co. | 0.08% | Reduce -0.2% | 14,177 | $935K |
| Guardian Wealth Advisors, LLC / NC | 0.06% | Reduce -20.4% | 14,091 | $929K |
| Hemington Wealth Management | 0.12% | No change | 14,008 | $923K |
| Westwood Holdings Group Inc. | 0.01% | Add +1.4% | 14,001 | $923K |
| Forbes Financial Planning, Inc. | 0.61% | Add +17.9% | 13,380 | $923K |
| Koshinski Asset Management, Inc. | 0.07% | Add +14.3% | 13,991 | $922K |
| Agf Management Ltd. | 0.00% | Reduce -3.5% | 13,980 | $922K |
| Tranquilli Financial Advisor LLC | 0.54% | Reduce -4.6% | 13,964 | $921K |
| McAdam, LLC | 0.05% | Add +21.3% | 13,937 | $919K |
| Binnacle Investments Inc | 0.54% | Reduce -1.7% | 13,867 | $914K |
| Amundi | 0.00% | Reduce -4.6% | 13,590 | $913K |
| Northwest Capital Management Inc | 0.96% | Reduce -32.4% | 13,820 | $911K |
| Moss Adams Wealth Advisors LLC | 0.07% | Add +0.7% | 13,813 | $911K |
| Nicolet Advisory Services, LLC | 0.07% | Reduce -2.9% | 13,577 | $906K |
| Fourth Dimension Wealth, LLC | 0.34% | Add +3.3% | 13,654 | $900K |
| TruNorth Capital Management, LLC | 0.18% | No change | 13,642 | $899K |
| Cherry Tree Wealth Management, LLC | 0.20% | No change | 13,624 | $898K |
| Renasant Bank | 0.57% | Add +144.5% | 13,618 | $898K |
| JDM Financial Group LLC | 0.37% | Add +5.8% | 13,504 | $890K |
| Fortis Capital Advisors, LLC | 0.14% | New | 13,440 | $886K |
| Belpointe Asset Management LLC | 0.03% | New | 13,440 | $886K |
| Peirce Capital Management, LLC | 0.37% | Reduce -0.3% | 13,417 | $884K |
| Kondo Wealth Advisors, Inc. | 0.36% | Reduce -0.5% | 13,405 | $884K |
| LaSalle St. Investment Advisors, LLC | 0.16% | Add +33.2% | 13,355 | $880K |
| Strategic Financial Concepts, LLC | 0.13% | Reduce -5.1% | 13,327 | $879K |
| Arrowroot Family Office, LLC | 0.35% | Add +4.6% | 13,327 | $879K |
| FineMark National Bank & Trust | 0.03% | Add +11.1% | 13,294 | $876K |
| CGN Advisors LLC | 0.07% | Add +33.9% | 13,212 | $871K |
| Kelly Financial Group LLC | 0.23% | Reduce -10.0% | 13,200 | $870K |
| JNBA Financial Advisors | 0.08% | Reduce -0.1% | 13,141 | $866K |
| International Assets Investment Management, LLC | 0.07% | No change | 14,387 | $865K |
| One Day In July LLC | 0.07% | Reduce -35.8% | 13,101 | $864K |
| Laird Norton Wetherby Trust Company, LLC | 0.15% | No change | 13,025 | $859K |
| Cambridge Financial Group, LLC | 0.28% | Reduce -1.3% | 13,002 | $857K |
| CWS Financial Advisors, LLC | 0.24% | Add +3.0% | 12,999 | $857K |
| Nicolet Bankshares Inc. | 0.14% | Reduce -23.9% | 12,980 | $856K |
| Charter Oak Capital Management, LLC | 0.07% | Add +14.8% | 12,951 | $854K |
| Sachetta, LLC | 0.32% | Reduce -1.4% | 12,947 | $853K |
| FSM Wealth Advisors, LLC | 0.12% | Add +14.3% | 12,817 | $845K |
| Investment Research & Advisory Group, Inc. | 0.29% | Add +10.7% | 12,786 | $843K |
| Empirical Asset Management, LLC | 0.23% | Reduce -8.5% | 12,780 | $842K |
| Lifeworks Advisors, LLC | 0.11% | Add +42.5% | 12,733 | $839K |
| MorganRosel Wealth Management, LLC | 0.22% | Reduce -3.0% | 12,727 | $839K |
| TPG Financial Advisors, LLC | 0.31% | Reduce -11.4% | 12,710 | $838K |
| Mainstream Capital Management LLC | 0.56% | Reduce -3.2% | 12,701 | $837K |
| Firestone Capital Management | 0.18% | No change | 12,674 | $835K |
| DBK Financial Counsel, LLC | 0.70% | No change | 12,647 | $834K |
| PCA Investment Advisory Services Inc. | 0.31% | Add +5.3% | 12,629 | $832K |
| BIP Wealth, LLC | 0.04% | Add +6.2% | 12,522 | $825K |
| SMART Wealth LLC | 0.31% | Add +76.3% | 12,484 | $823K |
| JT Stratford LLC | 0.11% | Add +6.6% | 12,456 | $821K |
| Verum Partners LLC | 0.17% | Add +10.8% | 12,410 | $818K |
| BG Investment Services, LLC | 0.81% | Add +38.9% | 12,395 | $817K |
| LexAurum Advisors, LLC | 0.12% | Add +12.5% | 12,342 | $814K |
| Brookwood Investment Group LLC | 0.10% | Reduce -2.5% | 12,326 | $813K |
| Allen Capital Group, LLC | 0.08% | Reduce -1.4% | 12,160 | $802K |
| Davidson Trust Co. | 0.33% | No change | 12,140 | $800K |
| Summit Wealth Partners, LLC | 0.14% | Reduce -3.3% | 12,108 | $798K |
| Comprehensive Money Management Services LLC | 0.56% | Reduce -1.5% | 12,045 | $794K |
| Eagle Strategies LLC | 0.11% | Reduce -6.5% | 12,030 | $793K |
| Doliver Advisors, LP | 0.20% | Add +64.6% | 12,018 | $792K |
| VERITY Wealth Advisors | 0.50% | No change | 11,996 | $791K |
| Key Financial Inc | 0.15% | Add +5.6% | 11,860 | $788K |
| Pines Wealth Management, LLC | 0.26% | Add +2.6% | 11,844 | $781K |
| Compton Financial Group, LLC | 0.19% | Reduce -3.0% | 11,819 | $779K |
| Townsend Asset Management Corp. /NC/ | 0.28% | No change | 11,776 | $776K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.09% | Add +71.6% | 11,743 | $774K |
| Capital Advisors, Ltd. LLC | 0.09% | Add +13.7% | 11,720 | $773K |
| Howard Financial Services, LTD. | 0.09% | Reduce -0.0% | 11,720 | $773K |
| Maseco LLP | 0.04% | Reduce -6.4% | 11,679 | $770K |
| Keystone Financial Group, Inc. | 0.43% | Reduce -0.3% | 11,636 | $767K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.02% | Reduce -11.4% | 11,596 | $764K |
| Lantern Wealth Advisors, LLC | 0.40% | Reduce -33.1% | 11,545 | $761K |
| Frank, Rimerman Advisors LLC | 0.05% | Add +0.7% | 11,509 | $759K |
| Stevens Capital Partners | 0.23% | Add +12.2% | 11,503 | $758K |
| Advyzon Investment Management, LLC | 0.13% | Add +87.4% | 11,498 | $758K |
| Human Investing LLC | 0.11% | Reduce -1.6% | 11,441 | $754K |
| MN Wealth Advisors, LLC | 0.40% | Reduce -6.0% | 11,425 | $753K |
| Tufton Capital Management | 0.13% | Reduce -0.3% | 11,382 | $750K |
| VestGen Investment Management | 0.45% | Add +16.6% | 11,377 | $750K |
| Clark Asset Management, LLC | 0.09% | Add +4.1% | 11,345 | $748K |
| Golden State Wealth Management, LLC | 0.08% | Add +15.8% | 11,326 | $747K |
| Emprise Bank | 0.32% | Reduce -1.1% | 11,326 | $747K |
| First Bank & Trust | 0.13% | Reduce -0.2% | 11,324 | $746K |
| Aspen Investment Management Inc | 0.29% | Reduce -0.1% | 11,230 | $740K |
| Cary Street Partners Investment Advisory LLC | 0.31% | Add +23.7% | 11,198 | $738K |
| LJI Wealth Management, LLC | 0.13% | Reduce -66.6% | 11,174 | $737K |
| Alpha Advisors, LLC | 0.55% | No change | 11,173 | $737K |
| Insigneo Advisory Services, LLC | 0.05% | Add +37.0% | 11,115 | $733K |
| LGT Financial Advisors LLC | 1.57% | Add +20.5% | 11,028 | $727K |
| Mayport, LLC | 0.16% | Reduce -1.3% | 10,972 | $723K |
| Stewardship Advisors, LLC | 0.17% | Add +17.4% | 10,971 | $723K |
| Kathmere Capital Management, LLC | 0.05% | Reduce -25.8% | 10,923 | $720K |
| FF Advisors,LLC | 0.34% | Add +0.1% | 10,862 | $716K |
| Phillips Financial Management, LLC | 0.05% | Reduce -13.4% | 10,845 | $715K |
| Haverford Financial Services, Inc. | 0.20% | No change | 10,840 | $715K |
| Angeles Wealth Management, LLC | 0.04% | Reduce -36.0% | 10,815 | $713K |
| W1M Asset Management Ltd | 0.05% | New | 10,797 | $712K |
| Wesbanco Bank Inc. | 0.02% | Reduce -0.7% | 10,797 | $712K |
| Integras Partners LLC | 0.57% | Add +63.0% | 10,768 | $710K |
| Greykasell Wealth Strategies, Inc. | 0.30% | No change | 10,755 | $709K |
| Latitude Advisors, LLC | 0.32% | Add +12.8% | 10,753 | $709K |
| Patron Partners, LLC | 0.32% | Reduce -0.4% | 10,690 | $705K |
| Millington Financial Advisors, LLC | 0.34% | Reduce -3.0% | 10,654 | $704K |
| FLP Wealth Management, LLC | 1.98% | Add +43.6% | 10,677 | $704K |
| Abbington Investment Group | 0.60% | — | 10,592 | $698K |
| Washington Trust Advisors, Inc. | 0.05% | Add +2.1% | 10,588 | $698K |
| Wealthgarden F.S. LLC | 0.50% | Reduce -65.3% | 10,277 | $697K |
| CVA Family Office, LLC | 0.09% | Reduce -4.9% | 10,476 | $691K |
| HORAN Wealth, LLC | 0.11% | New | 10,465 | $690K |
| Zacks Investment Management | 0.01% | Add +38.9% | 10,376 | $684K |
| West Wealth Group, LLC | 0.15% | Add +4.0% | 10,245 | $682K |
| BTG Pactual Asset Management US LLC | 0.08% | Add +26.0% | 11,330 | $680K |
| Chapin Davis, Inc. | 0.17% | Add +7.0% | 10,295 | $679K |
| Earned Wealth Advisors, LLC | 0.11% | Reduce -6.4% | 10,280 | $678K |
| Barnes Dennig Private Wealth Management LLC | 0.73% | Add +4.9% | 10,251 | $676K |
| Root Financial Partners, LLC | 0.04% | Add +7.1% | 10,172 | $671K |
| Truepoint, Inc. | 0.02% | Reduce -0.5% | 10,155 | $669K |
| Net Worth Advisory Group | 0.19% | Reduce -17.6% | 10,152 | $669K |
| Transamerica Financial Advisors, LLC | 0.06% | New | 10,153 | $669K |
| Hexagon Capital Partners LLC | 0.13% | Add +0.9% | 10,116 | $667K |
| Arista Wealth Management, LLC | 0.08% | No change | 10,097 | $666K |
| Bank of Marin | 0.47% | Add +12.1% | 10,079 | $664K |
| Independent Advisor Alliance | 0.02% | Reduce -1.0% | 10,047 | $662K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -4.3% | 9,986 | $658K |
| Financial Strategies Group, Inc. | 0.12% | Reduce -0.7% | 9,533 | $655K |
| Shade Tree Advisors LLC | 0.57% | No change | 9,930 | $655K |
| Advisors Capital Management, LLC | 0.01% | Reduce -7.5% | 9,905 | $653K |
| Philadelphia Trust Co. | 0.05% | No change | 9,888 | $652K |
| Glassman Wealth Services | 0.09% | Reduce -48.5% | 9,878 | $651K |
| Index Fund Advisors, Inc. | 0.03% | Reduce -2.4% | 9,860 | $650K |
| BFI Infinity Ltd. | 0.43% | No change | 9,842 | $649K |
| IFG Advisors, LLC | 0.11% | Add +1.6% | 9,838 | $649K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +16.1% | 9,835 | $648K |
| Wealth Architects, LLC | 0.06% | No change | 9,823 | $648K |
| 1832 Asset Management L.P. | 0.00% | Add +21.5% | 9,665 | $637K |
| Hills Bank & Trust Co | 0.04% | Reduce -23.4% | 9,640 | $635K |
| Black Cypress Capital Management, LLC | 0.48% | Add +2.9% | 9,628 | $635K |
| REAP Financial Group, LLC | 0.14% | Add +3.1% | 9,620 | $634K |
| Williams & Novak, LLC | 0.48% | Reduce -5.1% | 9,559 | $630K |
| Unified Investment Management | 0.63% | Reduce -2.6% | 9,547 | $629K |
| Maryland Capital Advisors Inc. | 0.23% | Reduce -18.4% | 9,543 | $629K |
| Tompkins Financial Corp. | 0.05% | Reduce -17.7% | 9,481 | $625K |
| Hassell Wealth Management, LLC | 0.22% | No change | 9,453 | $623K |
| Mattern Capital Management, LLC | 0.07% | No change | 9,435 | $622K |
| Hoge Financial Services, LLC | 0.36% | Reduce -0.7% | 9,434 | $622K |
| Proficio Capital Partners LLC | 0.04% | Reduce -1.1% | 9,424 | $621K |
| Gold Investment Management Ltd. | 0.21% | Reduce -0.9% | 9,346 | $616K |
| Summit Wealth Group, LLC | 0.15% | Reduce -2.2% | 9,313 | $614K |
| Cynosure Group, LLC | 0.07% | No change | 9,307 | $613K |
| Wilshire Advisors LLC | 1.58% | Reduce -12.9% | 9,265 | $611K |
| Independence Bank of Kentucky | 0.08% | Add +3.7% | 9,239 | $609K |
| Berger Financial Group, Inc | 0.04% | Add +1.3% | 9,230 | $608K |
| Riverwater Partners LLC | 0.25% | No change | 9,148 | $603K |
| von Borstel & Associates, Inc. | 0.09% | New | 8,771 | $600K |
| Ally Invest Advisors Inc. | 0.04% | Reduce -2.5% | 9,095 | $600K |
| Coastal Bridge Advisors, LLC | 0.05% | Add +9.4% | 9,095 | $600K |
| Cary Street Partners Financial LLC | 0.02% | Add +0.7% | 9,053 | $597K |
| McNamara Financial Services, Inc. | 0.11% | Reduce -0.5% | 9,039 | $596K |
| Manchester Capital Management LLC | 0.08% | No change | 9,018 | $594K |
| Trust Co of the South | 0.10% | Add +5.5% | 9,016 | $594K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -15.0% | 8,867 | $590K |
| Alteri Wealth LLC | 0.20% | Reduce -21.3% | 8,899 | $587K |
| Founders Financial Alliance, LLC | 0.11% | Add +2.5% | 8,884 | $586K |
| Plum Street Advisors, LLC | 0.23% | No change | 8,871 | $585K |
| Gries Financial LLC | 0.09% | Reduce -0.5% | 8,835 | $582K |
| Intrua Financial, LLC | 0.07% | Add +126.3% | 8,793 | $580K |
| Highview Capital Management LLC | 0.21% | No change | 8,760 | $577K |
| Seven Mile Advisory | 0.09% | Add +7.2% | 8,748 | $577K |
| Wayfinding Financial, LLC | 0.25% | Add +3.9% | 8,745 | $576K |
| Bowman & Co S.C. | 0.24% | Reduce -1.7% | 8,734 | $576K |
| Fiduciary Alliance LLC | 0.04% | Add +8.8% | 8,708 | $574K |
| Great Diamond Partners, LLC | 0.11% | Add +4.9% | 8,707 | $574K |
| Davis R M Inc. | 0.01% | New | 8,679 | $572K |
| Breakwater Capital Group | 0.08% | Add +9.0% | 8,671 | $572K |
| NDVR, Inc. | 0.48% | Add +2.7% | 8,670 | $572K |
| Traynor Capital Management, Inc. | 0.03% | New | 8,658 | $571K |
| BigSur Wealth Management LLC | 0.14% | No change | 8,650 | $570K |
| Community Trust & Investment Co. | 0.03% | New | 8,640 | $570K |
| PBMares Wealth Management LLC | 0.09% | Reduce -0.9% | 8,544 | $563K |
| Blue Barn Wealth, LLC | 0.25% | Reduce -4.4% | 8,497 | $560K |
| Tassel Capital Management, Inc. | 0.36% | Reduce -0.9% | 8,497 | $560K |
| Citizens National Bank Trust Department | 0.10% | No change | 8,428 | $556K |
| Aurdan Capital Management, LLC | 0.18% | Add +9.3% | 8,380 | $552K |
| Salem Investment Counselors Inc. | 0.02% | Add +0.5% | 8,366 | $551K |
| Realta Investment Advisors | 0.18% | Reduce -0.5% | 8,312 | $548K |
| Legacy Private Trust Co. | 0.03% | Reduce -37.0% | 8,296 | $547K |
| Onyx Bridge Wealth Group LLC | 0.06% | Reduce -1.1% | 8,290 | $546K |
| Talisman Wealth Advisors LLC | 0.45% | Add +21.5% | 8,279 | $546K |
| Revolve Wealth Partners, LLC | 0.07% | Reduce -5.1% | 8,264 | $545K |
| Compass Capital Corp. /Ma/ | 0.24% | No change | 7,958 | $545K |
| Burford Brothers, Inc. | 0.23% | Add +22.5% | 8,246 | $544K |
| Slagle Financial, LLC | 0.20% | Reduce -0.6% | 8,237 | $543K |
| Stonekeep Investments, LLC | 0.34% | Reduce -0.5% | 8,227 | $542K |
| PCG Asset Management, LLC | 0.43% | Add +2.0% | 8,166 | $538K |
| BlackDiamond Wealth Management, LLC | 0.29% | Add +13.2% | 8,102 | $534K |
| Beacon Financial Group | 0.05% | Add +5.4% | 8,079 | $533K |
| Forefront Wealth Partners, LLC | 0.13% | Reduce -65.1% | 8,060 | $531K |
| Peterson Wealth Advisors, LLC | 0.08% | Add +3.6% | 7,945 | $530K |
| Arkansas Financial Group, Inc. | 0.08% | Reduce -3.6% | 8,012 | $528K |
| Courage Miller Partners, LLC | 0.16% | Reduce -15.2% | 7,980 | $526K |
| Higgins & Schmidt Wealth Strategies LLC | 0.27% | Add +16.2% | 7,973 | $526K |
| Hubbell Strickland Wealth Management, LLC | 0.22% | Add +0.2% | 7,947 | $524K |
| Blue Capital, Inc. | 0.39% | New | 7,921 | $522K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Add +1.1% | 7,897 | $521K |
| Rossmore Private Capital | 0.06% | No change | 7,881 | $520K |
| Daymark Wealth Partners, LLC | 0.02% | Add +3.7% | 7,860 | $518K |
| Clear Investment Research, LLC | 0.69% | Reduce -40.9% | 7,854 | $518K |
| City Holding Co. | 0.07% | Add +7.0% | 7,850 | $517K |
| Live Oak Private Wealth LLC | 0.07% | Reduce -0.4% | 7,811 | $515K |
| Fulcrum Equity Management | 0.52% | Reduce -3.6% | 7,809 | $515K |
| Yoffe Investment Management, LLC | 0.67% | No change | 7,800 | $514K |
| Financial Perspectives, Inc | 0.14% | Reduce -0.8% | 7,738 | $510K |
| Ellis Investment Partners, LLC | 0.09% | Add +3.9% | 7,730 | $510K |
| Gladwyn Financial Advisors, Inc. | 0.37% | No change | 7,721 | $509K |
| Argonautica Private Wealth Management, Inc. | 0.15% | Add +0.7% | 7,713 | $508K |
| Wolff Wiese Magana LLC | 0.29% | Add +16.3% | 7,712 | $508K |
| Seven Post Investment Office LP | 0.18% | No change | 7,693 | $507K |
| Bokf, NA | 0.01% | Add +82.4% | 7,679 | $506K |
| Aries Wealth Management | 0.12% | No change | 7,673 | $506K |
| Strategic Financial Services, Inc. | 0.03% | Reduce -8.6% | 7,665 | $505K |
| Sage Mountain Advisors LLC | 0.03% | Reduce -1.5% | 7,656 | $505K |
| Rossby Financial, LCC | 0.17% | Reduce -9.8% | 7,566 | $503K |
| Strategic Wealth Partners, Ltd. | 0.04% | Reduce -3.4% | 7,622 | $502K |
| BOK Financial Private Wealth, Inc. | 0.03% | Reduce -0.6% | 7,600 | $501K |
| Melfa Wealth Management, Inc. | 0.29% | Add +3.8% | 7,557 | $498K |
| Compass Ion Advisors, LLC | 0.05% | No change | 7,547 | $497K |
| Accredited Investor Services, LLC | 0.34% | Reduce -0.5% | 7,533 | $497K |
| Chicago Capital, LLC | 0.01% | No change | 7,533 | $497K |
| Boston Trust Walden Corp | 0.00% | Add +29.7% | 7,467 | $492K |
| Smith Thornton Advisors LLC | 0.26% | No change | 7,434 | $490K |
| Clear Harbor Asset Management, LLC | 0.03% | No change | 7,428 | $490K |
| Essex Financial Services, Inc. | 0.03% | Add +12.3% | 7,408 | $488K |
| Richards, Merrill & Peterson, Inc. | 0.21% | Add +1.2% | 7,406 | $488K |
| Northside Capital Management, LLC | 0.04% | No change | 7,364 | $485K |
| LS Investment Advisors, LLC | 0.07% | Add +15.7% | 7,359 | $485K |
| MBA Advisors LLC | 0.21% | No change | 7,356 | $485K |
| Cape Investment Advisory, Inc. | 0.48% | Add +41.5% | 7,333 | $483K |
| Jackson Thornton Wealth Management, LLC | 0.05% | Add +4.3% | 7,165 | $482K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.16% | Reduce -46.0% | 7,300 | $481K |
| Trust Point Inc. | 0.04% | No change | 7,260 | $479K |
| Sage Financial Group Inc. | 0.03% | Add +10.8% | 7,228 | $476K |
| Voisard Asset Management Group, Inc. | 0.11% | Reduce -0.3% | 7,218 | $476K |
| Ascentis Independent Advisors | 0.08% | Add +8.0% | 7,194 | $474K |
| Cornell Pochily Investment Advisors, Inc. | 0.14% | Reduce -26.7% | 7,181 | $473K |
| Vista Capital Partners, Inc. | 0.05% | No change | 7,176 | $473K |
| Canandaigua National Trust Co of Florida | 0.37% | Reduce -53.9% | 7,164 | $472K |
| Inspirion Wealth Advisors, LLC | 0.07% | Add +0.4% | 8,216 | $472K |
| 3Chopt Investment Partners, LLC | 0.11% | Add +4.3% | 7,154 | $472K |
| Diversify Wealth Management, LLC | 0.03% | Add +40.0% | 6,851 | $471K |
| Baker Avenue Asset Management, LP | 0.01% | Add +0.0% | 7,132 | $470K |
| GatePass Capital, LLC | 0.27% | Add +10.2% | 7,088 | $467K |
| Stephens Inc. | 0.01% | Add +1.6% | 7,039 | $464K |
| Pinnacle Family Advisors, LLC | 0.20% | Reduce -0.4% | 7,027 | $463K |
| Certus Wealth Management, LLC | 0.28% | Reduce -1.7% | 7,010 | $462K |
| Leo Wealth, LLC | 0.06% | Reduce -8.1% | 6,922 | $456K |
| SYM FINANCIAL Corp | 0.05% | Reduce -41.8% | 6,906 | $455K |
| Integrated Investment Consultants, LLC | 0.08% | New | 6,896 | $455K |
| Daner Wealth Management, LLC | 0.29% | Reduce -0.1% | 6,690 | $454K |
| Penobscot Investment Management Company, Inc. | 0.03% | Reduce -0.6% | 6,866 | $453K |
| Bogart Wealth, LLC | 0.02% | No change | 6,866 | $453K |
| Parsons Capital Management Inc. | 0.03% | Reduce -46.1% | 6,865 | $453K |
| Axis Wealth Partners, LLC | 0.26% | Reduce -28.0% | 6,836 | $451K |
| Cadence Bank | 0.03% | Reduce -7.5% | 6,833 | $450K |
| Milestone Asset Management Group, LLC | 0.28% | No change | 6,802 | $448K |
| Karpus Management, Inc. | 0.01% | Reduce -0.2% | 6,795 | $448K |
| Beaumont Financial Advisors, LLC | 0.03% | Reduce -2.2% | 6,769 | $446K |
| SIMA Wealth Partners, LLC | 0.34% | Reduce -1.7% | 6,767 | $446K |
| Kovack Advisors, Inc. | 0.04% | Reduce -5.2% | 6,686 | $441K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +2.1% | 6,685 | $441K |
| Sageworth Trust Co | 0.02% | New | 6,682 | $440K |
| Aviso Financial Inc. | 0.02% | Add +1.1% | 6,676 | $440K |
| Hixon Zuercher, LLC | 0.13% | New | 6,620 | $436K |
| Awm Capital, LLC | 0.04% | Reduce -7.9% | 6,611 | $436K |
| Biltmore Family Office, LLC | 0.06% | Add +17.4% | 6,589 | $434K |
| Syntegra Private Wealth Group, LLC | 0.04% | Reduce -7.4% | 6,567 | $433K |
| Catalyst Private Wealth, LLC | 0.19% | Reduce -0.3% | 6,553 | $432K |
| Patten & Patten Inc. | 0.03% | New | 6,534 | $431K |
| American National Bank & Trust | 0.04% | Add +0.7% | 6,509 | $429K |
| WPG Advisers, LLC | 0.33% | Reduce -4.2% | 6,501 | $429K |
| Collaborative Wealth Managment Inc. | 0.17% | Add +37.0% | 6,473 | $427K |
| Dearborn Partners LLC | 0.02% | Add +5.2% | 6,423 | $423K |
| Kennebec Savings Bank | 0.38% | Reduce -0.0% | 6,401 | $422K |
| Sax Wealth Advisors, LLC | 0.02% | Reduce -4.2% | 6,395 | $422K |
| Focused Wealth Management, Inc | 0.05% | Reduce -2.0% | 6,348 | $418K |
| Phillips Wealth Planners LLC | 0.35% | Reduce -0.3% | 6,203 | $417K |
| Private Management Group Inc. | 0.01% | No change | 6,317 | $416K |
| Mackenzie Financial Corp. | 0.00% | New | 6,310 | $416K |
| Private Capital Management, LLC | 0.04% | No change | 6,307 | $416K |
| Fulcrum Capital LLC | 0.09% | Reduce -21.5% | 6,300 | $415K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | No change | 6,300 | $415K |
| Fisher Asset Management | 0.00% | Reduce -55.4% | 6,291 | $415K |
| Pinney & Scofield, Inc. | 0.26% | No change | 6,279 | $414K |
| New England Private Wealth Advisors LLC | 0.05% | No change | 6,267 | $413K |
| City State Bank | 0.12% | No change | 6,250 | $412K |
| SouthState Bank Corp | 0.02% | Reduce -65.8% | 6,228 | $411K |
| Pinion Investment Advisors, LLC | 0.11% | Add +3.8% | 6,001 | $408K |
| Capital Advisors Wealth Management, LLC | 0.06% | New | 6,154 | $406K |
| Eastern Bank | 0.01% | Add +30.6% | 6,121 | $403K |
| Spinnaker Investment Group, LLC | 0.08% | New | 6,095 | $402K |
| Noesis Capital Mangement Corp. | 0.06% | Reduce -1.7% | 6,083 | $401K |
| Tidal Investments LLC | 0.00% | Reduce -30.6% | 6,080 | $401K |
| Villere St Denis J & Co. LLC | 0.04% | No change | 5,999 | $396K |
| CFO4Life Group, LLC | 0.06% | Add +0.6% | 5,978 | $394K |
| True Link Financial Advisors, LLC | 0.03% | Add +6.5% | 5,965 | $393K |
| NTV Asset Management LLC | 0.04% | Add +26.3% | 5,944 | $392K |
| Mitchell Capital Management Co. | 0.07% | New | 5,934 | $391K |
| Carter Financial Group, INC. | 0.24% | Add +0.6% | 5,932 | $391K |
| Paces Ferry Wealth Advisors, LLC | 0.16% | No change | 5,891 | $388K |
| TCV Trust & Wealth Management, Inc. | 0.03% | New | 5,886 | $388K |
| Institute for Wealth Management, LLC. | 0.04% | Add +1.8% | 5,879 | $388K |
| Kooman & Associates | 0.12% | Reduce -0.1% | 5,858 | $386K |
| Schwallier Wealth Management LLC | 0.24% | Add +3.5% | 5,829 | $384K |
| DGS Capital Management, LLC | 0.07% | Reduce -8.8% | 5,827 | $384K |
| Fayez Sarofim & Co | 0.00% | New | 5,812 | $383K |
| McCarter Private Wealth Services LLC | 0.20% | No change | 5,782 | $381K |
| Dopkins Wealth Management, LLC | 0.16% | Add +0.3% | 5,771 | $380K |
| Meredith Wealth Planning | 0.12% | Reduce -1.8% | 5,733 | $378K |
| One Charles Private Wealth Services, LLC | 0.10% | No change | 5,721 | $377K |
| Fortis Capital Management LLC | 0.05% | Add +36.8% | 5,693 | $375K |
| Jackson Hole Capital Partners, LLC | 0.06% | No change | 5,675 | $374K |
| Tactive Advisors, LLC | 0.11% | Reduce -6.8% | 5,655 | $373K |
| Harrington Investments, INC | 0.19% | No change | 5,632 | $371K |
| Ehrlich Financial Group | 0.22% | Add +44.2% | 5,631 | $371K |
| KDK Private Wealth Management, LLC | 0.38% | Reduce -1.0% | 5,618 | $370K |
| Strategic Equity Management | 0.14% | Add +1.4% | 5,607 | $370K |
| SilverOak Wealth Management LLC | 0.06% | Reduce -0.5% | 5,588 | $368K |
| Noble Wealth Management PBC | 0.20% | — | 5,577 | $368K |
| Independent Wealth Network Inc. | 0.12% | Add +0.5% | 5,574 | $367K |
| Legacy Wealth Asset Management, LLC | 0.09% | No change | 5,568 | $367K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -2.3% | 5,580 | $367K |
| RTD Financial Advisors, Inc. | 0.04% | Add +31.4% | 5,567 | $367K |
| Westmount Partners, LLC | 0.09% | Reduce -3.4% | 5,513 | $366K |
| St Germain D J Co. Inc. | 0.01% | Add +28.3% | 5,545 | $366K |
| Denver PWM, LLC | 0.11% | No change | 6,084 | $365K |
| Delta Wealth Advisors LLC | 0.29% | Reduce -8.0% | 5,538 | $365K |
| Global Financial Private Client, LLC | 0.13% | Add +9.1% | 5,514 | $363K |
| Outbound Financial Inc | 0.30% | Reduce -1.5% | 5,510 | $363K |
| TOWER TRUST & INVESTMENT Co | 0.24% | No change | 5,507 | $363K |
| Hanson & Doremus Investment Management | 0.05% | No change | 5,502 | $363K |
| ICONIQ Capital, LLC | 0.00% | No change | 5,447 | $359K |
| Mandatum Life Insurance Co Ltd | 0.09% | No change | 5,444 | $359K |
| BBR Partners, LLC | 0.02% | New | 5,426 | $358K |
| Silver Grove Financial Group, Inc. | 0.34% | — | 5,412 | $357K |
| Fortress Financial Group, LLC | 0.27% | New | 7,143 | $356K |
| Summit Wealth Group LLC / Co. | 0.04% | Reduce -92.1% | 2,412 | $356K |
| Beckerman Institutional, LLC | 0.21% | Reduce -8.2% | 5,392 | $355K |
| Penobscot Wealth Management | 0.11% | New | 5,378 | $355K |
| Foster & Motley Inc. | 0.02% | Add +3.5% | 5,355 | $353K |
| PKS Advisory Services, LLC | 0.08% | Reduce -41.2% | 5,328 | $352K |
| Jamison Private Wealth Management, Inc. | 0.05% | Reduce -3.4% | 5,326 | $351K |
| Clarity Wealth Advisors, LLC | 0.08% | Add +2.2% | 5,293 | $349K |
| Arlington Financial Advisors, LLC | 0.05% | New | 5,281 | $348K |
| Glen Eagle Advisors, LLC | 0.05% | Add +1.0% | 5,271 | $347K |
| KWB Wealth | 0.04% | Reduce -25.1% | 5,746 | $345K |
| Sound View Wealth Advisors Group, LLC | 0.02% | Reduce -8.4% | 5,197 | $343K |
| Beverly Hills Private Wealth, LLC | 0.06% | Reduce -13.9% | 5,190 | $342K |
| Johnson Investment Counsel Inc. | 0.00% | Add +49.0% | 5,166 | $341K |
| AlphaStar Capital Management, LLC | 0.03% | New | 5,164 | $340K |
| Beese Fulmer Investment Management, Inc. | 0.02% | Reduce -23.5% | 5,164 | $340K |
| Regent Peak Wealth Advisors LLC | 0.07% | — | 5,157 | $340K |
| First County Bank | 0.17% | Reduce -4.8% | 5,136 | $339K |
| Riversedge Advisors, LLC | 0.06% | Reduce -0.4% | 5,107 | $337K |
| Collier Financial | 0.25% | — | 5,106 | $337K |
| GDS Wealth Management | 0.02% | Reduce -12.3% | 5,058 | $333K |
| Decker Retirement Planning Inc. | 0.18% | Add +19.2% | 5,057 | $333K |
| Prosperity Planning, Inc. | 0.13% | Reduce -1.3% | 5,044 | $332K |
| Formidable Asset Management, LLC | 0.05% | New | 5,520 | $331K |
| Cabot Wealth Management Inc. | 0.04% | Add +0.5% | 5,020 | $331K |
| Wingate Wealth Advisors, Inc. | 0.23% | New | 5,016 | $331K |
| Joel Isaacson & Co., LLC | 0.01% | Add +5.4% | 5,014 | $330K |
| Twelve Points Wealth Management LLC | 0.08% | Reduce -2.5% | 5,003 | $330K |
| Inscription Capital, LLC | 0.04% | Add +16.9% | 4,995 | $329K |
| Cape Ann Savings Bank | 0.18% | New | 4,994 | $329K |
| JPL Wealth Management, LLC | 0.08% | No change | 4,991 | $329K |
| Augustine Asset Management Inc. | 0.07% | Reduce -0.1% | 4,984 | $329K |
| Brown Wealth Management, LLC | 0.09% | Reduce -1.1% | 4,933 | $325K |
| Novem Group | 0.04% | Add +47.3% | 4,927 | $325K |
| Brooklyn Investment Group | 0.04% | No change | 5,414 | $323K |
| New England Asset Management Inc. | 0.04% | No change | 4,900 | $323K |
| PGIM Custom Harvest LLC | 0.00% | New | 4,863 | $321K |
| Bell Bank | 0.01% | Reduce -28.4% | 4,822 | $318K |
| apricus wealth, LLC | 0.17% | Add +11.0% | 4,800 | $316K |
| Lowe Wealth Advisors, LLC | 0.12% | No change | 4,800 | $316K |
| West Michigan Advisors, LLC | 0.08% | Add +6.3% | 4,786 | $315K |
| Saxon Interests, Inc. | 0.12% | Add +28.7% | 5,076 | $315K |
| Synergy Asset Management, LLC | 0.01% | New | 4,776 | $315K |
| Fiscal Wisdom Wealth Management, LLC | 0.30% | — | 4,683 | $314K |
| Sunpointe, LLC | 0.11% | No change | 4,760 | $314K |
| Lynx Investment Advisory | 0.19% | Reduce -0.3% | 4,754 | $313K |
| 180 Wealth Advisors, LLC | 0.04% | Reduce -3.3% | 4,742 | $313K |
| FSA Advisors, Inc. | 0.25% | Reduce -39.5% | 4,734 | $312K |
| Retirement Planning Group, LLC | 0.01% | Add +20.6% | 4,728 | $312K |
| Lockerman Financial Group, Inc. | 0.39% | Add +16.3% | 4,726 | $312K |
| Abel Hall, LLC | 0.13% | Reduce -0.8% | 4,720 | $311K |
| Stage Harbor Financial, LLC | 0.23% | No change | 4,704 | $310K |
| Manhattan West Asset Management, LLC | 0.07% | No change | 4,700 | $310K |
| Fiduciary Advisors, Inc. | 0.25% | Add +13.6% | 4,698 | $310K |
| Uptown Financial Advisors LLC | 0.27% | No change | 4,646 | $306K |
| Rowlandmiller & Partners.adv | 0.06% | No change | 4,639 | $306K |
| Corrado Advisors, LLC | 0.16% | Add +0.0% | 4,637 | $306K |
| Three Bridge Wealth Advisors, LLC | 0.08% | No change | 4,629 | $305K |
| Fielder Capital Group LLC | 0.07% | No change | 4,605 | $304K |
| Great Point Wealth Advisors, LLC | 0.06% | — | 4,580 | $302K |
| Capital Wealth Management, LLC | 0.10% | Reduce -2.9% | 4,578 | $302K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -4.1% | 4,474 | $301K |
| C M Bidwell & Associates Ltd. | 0.14% | No change | 4,520 | $298K |
| CPC Advisors, LLC | 0.03% | Add +1.8% | 4,502 | $297K |
| Everest Private Wealth | 0.19% | Add +24.4% | 4,498 | $297K |
| Raffa Wealth Management, LLC | 0.05% | No change | 4,498 | $296K |
| Petra Financial Advisors Inc. | 0.17% | Add +7.1% | 4,486 | $296K |
| Country Trust Bank | 0.01% | Reduce -6.3% | 4,482 | $295K |
| Warren Street Wealth Advisors, LLC | 0.09% | Add +1.3% | 4,463 | $294K |
| Farmers National Bank | 0.07% | Reduce -18.6% | 4,463 | $294K |
| Calton & Associates, Inc. | 0.04% | Add +22.8% | 4,418 | $291K |
| ETF Portfolio Partners, Inc. | 0.08% | No change | 4,394 | $290K |
| Trust Co | 0.03% | No change | 4,372 | $288K |
| Debussy Capital Management LP | 0.04% | Reduce -27.3% | 4,370 | $288K |
| EdgeRock Capital LLC | 0.08% | New | 4,364 | $288K |
| Rockland Trust Co. | 0.01% | Reduce -6.4% | 4,361 | $287K |
| Dunhill Financial, LLC | 0.10% | Add +5.0% | 4,357 | $287K |
| LCNB Corp. | 0.10% | Reduce -3.4% | 4,337 | $286K |
| Absher Wealth Management, LLC | 0.03% | New | 4,311 | $284K |
| Factor Wealth Management LTD | 0.07% | Reduce -34.4% | 4,305 | $284K |
| Naviter Wealth, LLC | 0.03% | Reduce -46.9% | 4,303 | $284K |
| Kavar Capital Partners Group, LLC | 0.04% | No change | 4,289 | $283K |
| Spectrum Strategic Capital Management, LLC | 0.17% | Reduce -6.6% | 4,272 | $282K |
| Novus Advisors, LLC | 0.65% | Add +25.2% | 4,263 | $281K |
| CGC Financial Services, LLC | 0.08% | No change | 4,240 | $280K |
| Acorn Wealth Advisors, LLC | 0.09% | New | 4,239 | $279K |
| TD Waterhouse Canada Inc. | 0.00% | Add +129.0% | 4,186 | $278K |
| ShoreHaven Wealth Partners, LLC | 0.10% | No change | 4,217 | $278K |
| Koss-Olinger Consulting, LLC | 0.02% | No change | 4,636 | $278K |
| Avaii Wealth Management, LLC | 0.11% | New | 4,209 | $277K |
| Certified Advisory Corp | 0.03% | Reduce -2.5% | 4,205 | $277K |
| Wrenne Financial Planning LLC | 0.12% | Reduce -8.3% | 4,187 | $276K |
| Financial Life Advisors | 0.09% | No change | 4,186 | $276K |
| Detalus Advisors, LLC | 0.07% | Reduce -28.8% | 4,186 | $276K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -2.6% | 4,185 | $276K |
| Balanced Rock Investment Advisors LLC | 0.20% | Reduce -9.1% | 4,126 | $272K |
| Quad-Cities Investment Group, LLC | 0.12% | Reduce -3.2% | 4,119 | $272K |
| Brian Low Financial Group, LLC | 0.21% | Reduce -16.6% | 4,090 | $270K |
| Olde Wealth Management, LLC | 0.08% | — | 3,933 | $269K |
| Keener Financial Planning LLC | 0.12% | Reduce -14.8% | 4,076 | $268K |
| Edgemoor Investment Advisors, Inc. | 0.02% | No change | 4,054 | $267K |
| Matrix Private Capital Group LLC | 0.14% | No change | 4,019 | $265K |
| Genesis Wealth Advisors, LLC | 0.19% | No change | 4,007 | $264K |
| Integrated Capital Management, LLC | 0.12% | Add +0.5% | 3,825 | $263K |
| Postrock Partners LLC | 0.12% | No change | 3,988 | $263K |
| RAM Investment Partners, LLC | 0.05% | Add +0.8% | 3,982 | $262K |
| Plan A Wealth LLC | 0.13% | Reduce -7.1% | 3,976 | $262K |
| Ti-Trust, Inc. | 0.16% | No change | 3,974 | $262K |
| Duncan Williams Asset Management, LLC | 0.07% | Reduce -7.9% | 3,965 | $261K |
| IVC Wealth Advisors LLC | 0.12% | Reduce -37.1% | 3,963 | $261K |
| Jane Street Group, LLC | 0.00% | Reduce -99.9% | 3,958 | $261K |
| Headland Capital, LLC | 0.07% | New | 3,945 | $260K |
| Wellment Financial | 0.31% | New | 3,919 | $258K |
| Financial Freedom, LLC | 0.13% | No change | 3,882 | $256K |
| Horizons Wealth Management | 0.17% | Add +16.6% | 3,868 | $255K |
| Highland Financial Advisors, LLC | 0.07% | Add +14.8% | 3,846 | $254K |
| Ullmann Wealth Partners Group, LLC | 0.03% | Reduce -5.8% | 3,842 | $253K |
| GW&K Investment Management, LLC | 0.00% | Add +251.5% | 3,845 | $253K |
| HM Payson & Co. | 0.00% | Add +17.9% | 3,830 | $252K |
| MontVue Capital Management, Inc. | 0.17% | Reduce -2.1% | 3,829 | $252K |
| Sand Hill Global Advisors, LLC | 0.01% | Reduce -77.9% | 3,823 | $252K |
| Atlas Brown,Inc. | 0.07% | Add +2.1% | 3,816 | $252K |
| Harbor Advisory Corp. | 0.07% | No change | 3,810 | $251K |
| Windward Private Wealth Management Inc. | 0.09% | No change | 3,801 | $251K |
| Citizens Business Bank | 0.04% | No change | 3,801 | $251K |
| GM Advisory Group, LLC | 0.01% | Add +1.3% | 3,783 | $249K |
| TCI Wealth Advisors, Inc. | 0.01% | New | 3,783 | $249K |
| Magnolia Capital Management Ltd. | 0.19% | No change | 3,775 | $249K |
| First National Advisers, LLC | 0.03% | Reduce -1.4% | 3,760 | $248K |
| Rollins Financial Advisors, LLC | 0.04% | New | 3,736 | $246K |
| Matrix Asset Advisors Inc. | 0.02% | Reduce -25.0% | 3,734 | $246K |
| Moneywise, Inc. | 0.11% | Add +3.2% | 3,726 | $246K |
| Presilium Private Wealth, LLC | 0.05% | Reduce -0.1% | 3,714 | $245K |
| Midwest Heritage Bank, FSB | 0.09% | Add +5.3% | 3,711 | $245K |
| Swan Global Investments, LLC | 0.01% | No change | 3,709 | $244K |
| Cadent Capital Advisors, LLC | 0.06% | New | 3,707 | $244K |
| Helium Advisors LLC | 0.20% | Reduce -42.6% | 3,705 | $244K |
| Donaldson Capital Management, LLC | 0.01% | New | 3,702 | $244K |
| Lazari Capital Management, Inc. | 0.08% | Reduce -16.8% | 3,695 | $244K |
| Core Wealth Advisors, Inc. | 0.06% | New | 3,693 | $243K |
| Little House Capital LLC | 0.06% | Add +5.6% | 3,676 | $242K |
| Prairiewood Capital, LLC | 0.08% | New | 3,675 | $242K |
| Impact Partnership Wealth, LLC | 0.04% | New | 3,674 | $242K |
| BNP Paribas Financial Markets | 0.00% | Add +82.3% | 3,672 | $242K |
| Oakwell Private Wealth Management, LLC | 0.05% | No change | 3,661 | $241K |
| Allegheny Financial Group | 0.04% | New | 3,644 | $240K |
| Motco | 0.02% | Add +141.8% | 3,629 | $239K |
| Obermeyer Wealth Partners | 0.01% | Add +7.7% | 3,620 | $239K |
| Investment Advisory Group, LLC | 0.06% | Reduce -5.0% | 3,617 | $238K |
| First Western Trust Bank | 0.01% | No change | 3,614 | $238K |
| Efficient Advisors, LLC | 0.01% | Reduce -6.1% | 3,600 | $237K |
| Gimbal Financial | 0.14% | No change | 3,590 | $237K |
| Cutler Investment Counsel LLC | 0.02% | Add +3.7% | 3,585 | $236K |
| Zhang Financial LLC | 0.01% | Add +1.4% | 3,574 | $236K |
| Gemmer Asset Management LLC | 0.02% | New | 3,568 | $235K |
| First American Trust, FSB | 0.02% | New | 3,542 | $233K |
| Shira Ridge Wealth Management | 0.10% | Reduce -15.3% | 3,542 | $233K |
| Snider Financial Group | 0.06% | Reduce -0.2% | 3,542 | $233K |
| Acorn Financial Advisory Services Inc. | 0.04% | New | 3,523 | $232K |
| Dakota Wealth Management | 0.00% | Reduce -5.9% | 3,508 | $231K |
| Monograph Wealth Advisors, LLC | 0.02% | No change | 3,501 | $231K |
| Capital Advisors Inc. | 0.00% | Reduce -33.1% | 3,495 | $230K |
| Carnegie Investment Counsel | 0.00% | Reduce -2.7% | 3,483 | $230K |
| Partners in Financial Planning | 0.04% | No change | 3,474 | $229K |
| Ceera Investments, LLC | 0.07% | No change | 3,455 | $228K |
| Goldstone Financial Group, LLC | 0.03% | New | 3,453 | $228K |
| Paragon Capital Management Ltd | 0.04% | No change | 3,450 | $227K |
| Portside Wealth Group, LLC | 0.03% | New | 3,433 | $226K |
| CPA Asset Management Group, LLC | 0.09% | No change | 3,425 | $226K |
| waypoint wealth counsel | 0.09% | No change | 3,401 | $224K |
| Burke & Herbert Bank & Trust Co. | 0.05% | No change | 3,384 | $223K |
| Washington Trust Bank | 0.02% | Reduce -9.3% | 3,384 | $223K |
| Mason Street Advisors, LLC | 0.02% | New | 3,350 | $221K |
| Golden Road Advisors LLC | 0.13% | New | 3,336 | $220K |
| Hardin Capital Partners, LLC | 0.12% | No change | 3,333 | $220K |
| Forum Financial Management, LP | 0.00% | Reduce -3.3% | 3,330 | $220K |
| Brady Family Wealth, LLC | 0.07% | New | 3,303 | $218K |
| Saranac Partners Ltd | 0.05% | New | 3,300 | $218K |
| Freedom Investment Management, Inc. | 0.06% | Reduce -77.6% | 3,294 | $217K |
| GTS Securities LLC | 0.01% | Reduce -56.3% | 3,292 | $217K |
| Financial Partners Group, Inc | 0.03% | New | 3,281 | $216K |
| Hamilton Wealth, LLC | 0.04% | New | 3,258 | $215K |
| JFG Wealth Management, LLC | 0.04% | New | 3,252 | $214K |
| Confluence Wealth Services, Inc. | 0.01% | New | 3,248 | $214K |
| Nadler Financial Group, Inc. | 0.02% | New | 3,230 | $213K |
| Oak Hill Wealth Advisors, LLC | 0.04% | New | 3,229 | $213K |
| Sunesis Advisors, LLC | 0.10% | — | 3,219 | $212K |
| Fortitude Advisory Group L.L.C. | 0.11% | New | 3,199 | $211K |
| Norden Group LLC | 0.02% | Reduce -8.4% | 3,198 | $211K |
| LongView Wealth Management | 0.06% | Reduce -13.2% | 3,184 | $210K |
| Castle Wealth Management LLC | 0.07% | New | 3,180 | $210K |
| SevenBridge Financial Group, LLC | 0.03% | New | 3,046 | $209K |
| Riverview Trust Co | 0.25% | No change | 3,165 | $209K |
| GEM Asset Management, LLC | 0.10% | New | 3,121 | $208K |
| Novak & Powell Financial Services, Inc. | 0.11% | New | 3,157 | $208K |
| Instrumental Wealth, LLC | 0.15% | New | 3,032 | $207K |
| Capital Planning LLC | 0.06% | New | 3,145 | $207K |
| Avion Wealth | 0.04% | Reduce -0.8% | 3,131 | $206K |
| ETF Store, Inc. | 0.22% | New | 3,122 | $206K |
| Valpey Financial Services, LLC | 0.13% | New | 3,114 | $205K |
| Welch Capital Partners LLC | 0.04% | New | 3,096 | $204K |
| Fermata Advisors, LLC | 0.05% | New | 3,087 | $203K |
| Guyasuta Investment Advisors Inc. | 0.01% | New | 3,071 | $202K |
| Silver Oak Securities, Incorporated | 0.02% | Add +2.1% | 3,070 | $202K |
| River Street Advisors LLC | 0.08% | Reduce -21.1% | 3,068 | $202K |
| Blue Zone Wealth Advisors, LLC | 0.04% | New | 3,066 | $202K |
| Western Financial Corp | 0.09% | Reduce -12.0% | 3,055 | $201K |
| Clearbridge Investments, LLC | 0.00% | New | 3,054 | $201K |
| Proathlete Wealth Management LLC | 0.05% | Add +0.0% | 2,857 | $188K |
| MGB Wealth Management, LLC | 0.05% | Add +463.2% | 2,816 | $186K |
| Register Financial Advisors LLC | 0.07% | No change | 2,777 | $183K |
| Simplex Trading, LLC | 0.00% | New | 2,784 | $183K |
| Pacifica Partners Inc. | 0.07% | No change | 2,751 | $183K |
| Barrett & Company, Inc. | 0.06% | No change | 2,772 | $183K |
| Front Row Advisors LLC | 0.06% | Reduce -2.7% | 2,770 | $183K |
| Hazlett, Burt & Watson, Inc. | 0.06% | Reduce -4.5% | 2,729 | $180K |
| Evelyn Partners Investment Management LLP | 0.01% | Reduce -3.6% | 2,650 | $175K |
| Vermillion & White Wealth Management Group, LLC | 0.10% | No change | 2,635 | $174K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +110.9% | 2,598 | $171K |
| Glass Jacobson Investment Advisors llc | 0.06% | Reduce -1.2% | 2,577 | $170K |
| Oxford Financial Group, LTD. LLC | 0.01% | Reduce -6.8% | 2,544 | $168K |
| Rothschild Investment LLC | 0.01% | Reduce -10.7% | 2,507 | $165K |
| West Financial Advisors, LLC | 0.03% | No change | 2,414 | $159K |
| Piscataqua Savings Bank | 0.12% | No change | 2,395 | $158K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -84.7% | 2,338 | $154K |
| Harbor Investment Advisory, LLC | 0.01% | Add +5.6% | 2,315 | $153K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -1.1% | 2,240 | $148K |
| Marshall & Sterling Wealth Advisors Inc. | 0.09% | Reduce -0.3% | 2,240 | $148K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | New | 2,234 | $147K |
| Chesapeake Asset Management LLC | 0.13% | No change | 2,217 | $146K |
| Legacy Wealth Managment, LLC | 0.06% | Add +21.4% | 2,006 | $132K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 1,998 | $132K |
| Boreal Capital Management LLC | 0.12% | Reduce -18.8% | 1,970 | $130K |
| Pflug Koory, LLC | 0.06% | No change | 1,964 | $129K |
| IAG Wealth Partners, LLC | 0.01% | Reduce -1.2% | 1,831 | $121K |
| Operose Advisors LLC | 0.03% | Add +21.9% | 1,792 | $118K |
| Smallwood Wealth Investment Management, LLC | 0.06% | Reduce -5.2% | 1,783 | $118K |
| DHJJ Financial Advisors, Ltd. | 0.04% | No change | 1,753 | $116K |
| Guerra Advisors Inc | 0.04% | New | 1,702 | $112K |
| Anchor Investment Management, LLC | 0.01% | No change | 1,678 | $111K |
| Caldwell Trust Co | 0.01% | No change | 1,656 | $109K |
| Turning Point Benefit Group, Inc. | 0.06% | New | 1,600 | $106K |
| North Capital, Inc. | 0.08% | Add +0.1% | 1,606 | $106K |
| Beaird Harris Wealth Management, LLC | 0.01% | Add +18.8% | 1,604 | $106K |
| Trust Co. of Toledo NA | 0.01% | No change | 1,594 | $105K |
| Banque Cantonale Vaudoise | 0.00% | Reduce -2.1% | 1,572 | $104K |
| Grey Ledge Advisors, LLC | 0.02% | Reduce -9.8% | 1,538 | $101K |
| Grey Fox Wealth Advisors, LLC | 0.02% | New | 1,509 | $99K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -7.2% | 1,482 | $98K |
| Investors Research Corp | 0.02% | Reduce -19.2% | 1,472 | $97K |
| Signature Resources Capital Management, LLC | 0.05% | Add +6.5% | 1,465 | $97K |
| American Capital Advisory, LLC | 0.04% | Add +13.7% | 1,461 | $96K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | New | 1,397 | $94K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -13.2% | 1,430 | $94K |
| Clearstead Trust, LLC | 0.02% | Reduce -8.1% | 1,413 | $93K |
| Concord Wealth Partners | 0.01% | No change | 1,400 | $92K |
| TCTC Holdings, LLC | 0.00% | No change | 1,370 | $90K |
| Covestor Ltd | 0.05% | Reduce -3.5% | 1,364 | $90K |
| Hoey Investments, Inc. | 0.01% | No change | 1,336 | $88K |
| Center for Financial Planning, Inc. | 0.01% | Reduce -7.0% | 1,330 | $88K |
| Luken Investment Analytics, LLC | 0.03% | No change | 1,330 | $88K |
| First Financial Corp. | 0.03% | No change | 1,297 | $85K |
| Clark Wealth Partners | 0.05% | Add +173.7% | 1,259 | $85K |
| Wealth Watch Advisors, INC | 0.03% | New | 1,255 | $83K |
| Whipplewood Advisors, LLC | 0.05% | Reduce -86.2% | 1,238 | $82K |
| KERR FINANCIAL PLANNING Corp | 0.11% | — | 1,195 | $81K |
| Evolution Wealth Management Inc. | 0.08% | Reduce -21.5% | 1,201 | $79K |
| Heartwood Wealth Advisors LLC | 0.01% | New | 1,170 | $77K |
| Ameriflex Group, Inc. | 0.03% | Add +350.2% | 1,166 | $77K |
| Oakworth Capital, Inc. | 0.00% | No change | 1,151 | $76K |
| Kopp Family Office, LLC | 0.05% | No change | 1,150 | $76K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 1,124 | $74K |
| Fairman Group, LLC | 0.06% | No change | 1,109 | $73K |
| Creekmur Asset Management LLC | 0.01% | Reduce -32.9% | 1,085 | $72K |
| Team Financial Group, LLC | 0.03% | Add +19.4% | 1,079 | $71K |
| MeadowBrook Investment Advisors LLC | 0.06% | No change | 1,025 | $68K |
| Painted Porch Advisors LLC | 0.03% | No change | 1,016 | $67K |
| Crews Bank & Trust | 0.01% | Reduce -33.3% | 1,000 | $66K |
| United Community Bank | 0.02% | New | 963 | $63K |
| Family Capital Trust Co | 0.02% | No change | 932 | $61K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Add +2.2% | 913 | $60K |
| Global Wealth Strategies & Associates | 0.02% | Add +12.8% | 896 | $59K |
| MRP Capital Investments, LLC | 0.05% | No change | 983 | $59K |
| Toronto Dominion Bank | 0.00% | New | 888 | $59K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Reduce -57.4% | 877 | $58K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 867 | $57K |
| Toth Financial Advisory Corp. | 0.01% | Add +70.1% | 849 | $56K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 841 | $55K |
| Promus Capital, LLC | 0.03% | Reduce -38.1% | 789 | $52K |
| Financial Consulate, Inc. | 0.01% | New | 785 | $52K |
| Urban Financial Advisory Corp | 0.02% | No change | 785 | $52K |
| Millstone Evans Group, LLC | 0.03% | No change | 780 | $51K |
| Harbor Asset Planning, Inc. | 0.05% | No change | 771 | $51K |
| Towne Trust Company, N.A | 0.02% | Add +7.3% | 749 | $49K |
| Kentucky Trust Co | 0.03% | Reduce -17.6% | 748 | $49K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 726 | $48K |
| HighMark Wealth Management LLC | 0.02% | No change | 720 | $47K |
| Tidemark, LLC | 0.01% | No change | 714 | $47K |
| Centerpoint Advisors, LLC | 0.01% | No change | 710 | $47K |
| Wells Financial Advisors INC | 0.06% | Add +4.4% | 705 | $46K |
| Tradewinds Capital Management, LLC | 0.01% | Reduce -11.4% | 700 | $46K |
| Twin Lakes Capital Management, LLC | 0.02% | No change | 697 | $46K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 674 | $44K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -2.1% | 666 | $44K |
| LFA - Lugano Financial Advisors SA | 0.02% | No change | 660 | $44K |
| First Horizon Corp. | 0.00% | — | 628 | $41K |
| Inlight Wealth Management, LLC | 0.02% | No change | 625 | $41K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | No change | 620 | $41K |
| Zions Bancorporation, National Association | 0.00% | No change | 612 | $40K |
| Mascoma Wealth Management LLC | 0.01% | No change | 610 | $40K |
| Arlington Trust Co LLC | 0.01% | Reduce -28.0% | 608 | $40K |
| Nalls Sherbakoff Group, LLC | 0.03% | No change | 600 | $40K |
| Centennial Bank | 0.02% | Reduce -48.1% | 600 | $40K |
| Holos Integrated Wealth LLC | 0.02% | No change | 613 | $39K |
| Addison Advisors LLC | 0.01% | Add +95.7% | 595 | $39K |
| Copia Wealth Management | 0.03% | No change | 593 | $39K |
| First PREMIER Bank | 0.01% | Add +21.8% | 571 | $38K |
| Newton One Investments LLC | 0.01% | No change | 572 | $38K |
| Your Advocates Ltd., LLP | 0.01% | New | 553 | $36K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Add +30.2% | 539 | $36K |
| Provident Wealth Management, LLC | 0.01% | Add +2.8% | 514 | $34K |
| Cloud Capital Management, LLC | 0.02% | New | 496 | $32K |
| Proffitt & Goodson Inc. | 0.00% | No change | 476 | $31K |
| Westfuller Advisors, LLC | 0.01% | New | 469 | $31K |
| MPWM Advisory Solutions, LLC | 0.02% | Reduce -4.1% | 466 | $31K |
| ESL Trust Services, LLC | 0.01% | No change | 460 | $30K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +86.1% | 454 | $30K |
| West Branch Capital LLC | 0.01% | No change | 448 | $30K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -23.6% | 430 | $28K |
| FSA Wealth Management LLC | 0.01% | No change | 319 | $28K |
| Advantage Trust Co | 0.01% | No change | 400 | $26K |
| McIlrath & Eck, LLC | 0.00% | No change | 397 | $26K |
| Atwood & Palmer Inc. | 0.00% | No change | 387 | $26K |
| SRH Advisors, LLC | 0.01% | No change | 384 | $25K |
| Accredited Wealth Management, LLC | 0.02% | Add +118.9% | 383 | $25K |
| Tripletail Wealth Management, LLC | 0.03% | New | 353 | $24K |
| North Ridge Wealth Advisors, Inc. | 0.01% | No change | 355 | $23K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 349 | $23K |
| Trifecta Capital Advisors, LLC | 0.00% | New | 348 | $23K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 328 | $22K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 328 | $22K |
| BankPlus Trust Department | 0.01% | Add +42.7% | 321 | $21K |
| Westend Capital Management, LLC | 0.01% | New | 313 | $21K |
| Abich Financial Wealth Management LLC | 0.01% | — | 306 | $20K |
| Family Legacy Financial Solutions, LLC | 0.02% | New | 301 | $20K |
| S&T Bank | 0.01% | No change | 289 | $19K |
| Evolution Advisers, Inc. | 0.01% | No change | 300 | $19K |
| MTM Investment Management, LLC | 0.01% | No change | 284 | $19K |
| Woodside Wealth Management LLC | 0.01% | No change | 275 | $18K |
| AllSquare Wealth Management LLC | 0.01% | No change | 272 | $18K |
| Pacific Center for Financial Services | 0.00% | No change | 269 | $18K |
| Godsey & Gibb, Inc. | 0.00% | Reduce -66.2% | 268 | $18K |
| Old Second National Bank of Aurora | 0.00% | No change | 266 | $18K |
| Frazier Financial Advisors, LLC | 0.01% | Add +98.5% | 264 | $17K |
| CNB Bank | 0.01% | No change | 261 | $17K |
| Bank of New Hampshire | 0.00% | No change | 260 | $17K |
| Montag A & Associates Inc. | 0.00% | No change | 259 | $17K |
| Breakwater Investment Management | 0.01% | Reduce -8.0% | 253 | $17K |
| Reyes Financial Architecture, Inc. | 0.01% | No change | 245 | $16K |
| New Millennium Group LLC | 0.01% | Reduce -27.3% | 245 | $16K |
| Anfield Capital Management, LLC | 0.00% | No change | 238 | $16K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 212 | $14K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 215 | $14K |
| Pin Oak Investment Advisors Inc. | 0.01% | Reduce -14.1% | 213 | $14K |
| Kozak & Associates, Inc. | 0.00% | New | 208 | $14K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -65.2% | 211 | $14K |
| Hurley Capital, LLC | 0.01% | No change | 209 | $14K |
| Atlantic Private Wealth, LLC | 0.01% | No change | 205 | $13K |
| Creative Capital Management Investments LLC | 0.00% | New | 200 | $13K |
| Colonial Trust Advisors | 0.00% | No change | 200 | $13K |
| Archer Investment Corp | 0.00% | Reduce -13.5% | 199 | $13K |
| Manning & Napier Advisors LLC | 0.00% | Add +65.0% | 198 | $13K |
| Peterson Wealth Services | 0.00% | Add +6364.5% | 11,830 | $12K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 181 | $12K |
| Sittner & Nelson, LLC | 0.00% | No change | 166 | $11K |
| Activest Wealth Management | 0.00% | Add +3.8% | 165 | $11K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +444.8% | 158 | $10K |
| Stephens Consulting, LLC | 0.00% | Reduce -93.1% | 157 | $10K |
| Kelleher Financial Advisors | 0.00% | New | 153 | $10K |
| Aventura Private Wealth, LLC | 0.00% | No change | 152 | $10K |
| Comprehensive Financial Planning, Inc. | 0.01% | Reduce -34.1% | 135 | $9K |
| ROSS\JOHNSON & Associates LLC | 0.16% | Add +48.3% | 129 | $9K |
| Kathleen S. Wright Associates Inc. | 0.00% | No change | 124 | $8K |
| Robinswood Financial LLC | 0.00% | No change | 117 | $8K |
| Chapman Financial Group, LLC | 0.01% | Add +175.6% | 113 | $7K |
| Orion Capital Management LLC | 0.00% | Add +115.7% | 110 | $7K |
| TD Capital Management LLC | 0.00% | No change | 105 | $7K |
| Wealth Preservation Advisors, LLC | 0.00% | No change | 104 | $7K |
| Hara Capital LLC | 0.00% | No change | 102 | $7K |
| Hopwood Financial Services, Inc. | 0.00% | No change | 100 | $7K |
| Vermillion Wealth Management, Inc. | 0.00% | New | 100 | $7K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Reduce -89.9% | 99 | $7K |
| PFS Partners, LLC | 0.00% | No change | 99 | $7K |
| Graney & King, LLC | 0.00% | No change | 94 | $6K |
| Davis Capital Management | 0.00% | — | 94 | $6K |
| Ramirez Asset Management, Inc. | 0.00% | Reduce -67.9% | 93 | $6K |
| Valley National Advisers Inc. | 0.00% | No change | 101 | $6K |
| Costello Asset Management, INC | 0.00% | No change | 86 | $6K |
| Main Street Group, LTD | 0.00% | New | 83 | $5K |
| Strengthening Families & Communities, LLC | 0.00% | Reduce -1.2% | 82 | $5K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 78 | $5K |
| NFSG Corp | 0.00% | No change | 67 | $4K |
| Bare Financial Services, Inc | 0.00% | New | 65 | $4K |
| Global Trust Asset Management, LLC | 0.00% | Add +384.6% | 63 | $4K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | New | 63 | $4K |
| Cheviot Value Management, LLC | 0.00% | No change | 60 | $4K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 67 | $4K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 54 | $4K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -83.2% | 50 | $3K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 50 | $3K |
| Cypress Capital Management LLC (WY) | 0.00% | No change | 49 | $3K |
| Hilltop National Bank | 0.00% | No change | 48 | $3K |
| Chelsea Counsel Co. | 0.00% | New | 40 | $3K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 49 | $3K |
| Principia Wealth Advisory, LLC | 0.00% | No change | 32 | $2K |
| Nemes Rush Group LLC | 0.00% | No change | 31 | $2K |
| Valued Wealth Advisors LLC | 0.00% | Reduce -6.1% | 31 | $2K |
| Resources Management Corp. /CT/ | 0.00% | No change | 30 | $2K |
| American Wealth Advisors, LLC | 0.00% | — | 30 | $2K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | Reduce -21.6% | 29 | $2K |
| Imprint Wealth LLC | 0.01% | — | 28 | $2K |
| Compass Financial Services Inc | 0.00% | No change | 19 | $1K |
| Caitlin John, LLC | 0.00% | New | 19 | $1K |
| Bernard Wealth Management Corp. | 0.00% | New | 18 | $1K |
| Clarity Asset Management, Inc. | 0.00% | No change | 15 | $989 |
| Spurstone Advisory Services, LLC | 0.01% | No change | 10 | $659 |
| Roxbury Financial LLC | 0.00% | No change | 8 | $534 |
| Hughes Financial Services, LLC | 0.00% | No change | 3 | $205 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 1 | $66 |
"% of holder's portfolio" is IEMG's weight in each manager's 13F, not the share of iShares Core MSCI Emerging the manager owns.