iShares Core MSCI EmergingIEMGETF
13F holders, Q4 2025 (December 31)2,230holders +254
172new positions
56sold out
7famous investors
$67.21avg. 13F price*
At the end of Q4 2025, 2,230 institutions reported holding iShares Core MSCI Emerging (IEMG) in their 13F filings, up 254 from Q3 2025. 172 opened new positions and 56 sold out. The largest holders were Bank of America Corp. ($11.6B), Morgan Stanley ($6.9B) and Envestnet Asset Management Inc. ($5.3B). 7 famous investors held it, including Ray Dalio (0.3% of Bridgewater Associates's portfolio), Joel Greenblatt (0.2% 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 172 | $754.6M |
| Exits | 56 | $332.1M |
All 13F filers, Q3 2025 → Q4 2025: 143,260,268 shares bought and 32,170,239 shares sold, net +111,090,029 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,230 holders
| Bank of America Corp. | 0.85% | Add +1.4% | 173,229,291 | $11.6B |
| Morgan Stanley | 0.41% | Add +4.0% | 102,793,787 | $6.9B |
| Envestnet Asset Management Inc. | 1.56% | Add +11.8% | 78,380,258 | $5.3B |
| Wells Fargo & Company | 1.01% | Add +33.4% | 76,703,320 | $5.2B |
| Creative Planning | 3.67% | Add +1.6% | 76,276,642 | $5.1B |
| LPL Financial LLC | 0.96% | Add +11.6% | 52,461,199 | $3.5B |
| BlackRock, Inc. | 0.06% | Add +13.0% | 49,411,892 | $3.3B |
| JPMorgan Chase & Co. | 0.22% | Add +3.5% | 48,001,963 | $3.2B |
| Wealthfront Advisers LLC | 5.84% | Add +3.3% | 38,895,734 | $2.6B |
| Tiaa Trust, National Association | 5.24% | Reduce -0.5% | 32,487,788 | $2.2B |
| US Bancorp \de | 2.28% | Add +1.9% | 28,941,277 | $1.9B |
| Goldman Sachs Group Inc. | 0.27% | Reduce -8.4% | 28,635,564 | $1.9B |
| FMR LLC | 0.08% | Add +10.8% | 22,613,548 | $1.5B |
| State of New Jersey Common Pension Fund D | 5.48% | No change | 22,561,008 | $1.5B |
| Raymond James Financial Inc. | 0.41% | Add +5.3% | 19,550,576 | $1.3B |
| Jones Financial Companies LLLP | 0.76% | Add +867.4% | 18,568,675 | $1.2B |
| Northwestern Mutual Wealth Management Co. | 0.78% | Reduce -0.3% | 18,337,027 | $1.2B |
| Wit, LLC | 22.03% | Reduce -1.0% | 16,350,665 | $1.1B |
| Bank of New York Mellon Corp | 0.19% | Add +30.9% | 16,085,473 | $1.1B |
| UBS Group AG | 0.19% | Add +5.5% | 14,387,278 | $967.1M |
| PNC Financial Services Group, Inc. | 0.51% | Add +3.5% | 13,755,377 | $924.6M |
| Envestnet Portfolio Solutions, Inc. | 3.02% | Add +12.2% | 12,804,813 | $860.7M |
| Charles Schwab Investment Management Inc. | 0.11% | Add +0.9% | 10,817,585 | $727.2M |
| M&T Bank Corp | 2.10% | Add +5.9% | 9,739,323 | $654.7M |
| Captrust Financial Advisors | 1.22% | Add +12.0% | 9,541,588 | $641.4M |
| Sei Investments Co. | 0.63% | Add +0.3% | 9,479,476 | $637.2M |
| Cetera Investment Advisers | 0.69% | Add +13.7% | 9,358,810 | $629.1M |
| Assetmark, Inc. | 1.22% | Add +0.8% | 8,930,119 | $600.3M |
| Mariner, LLC | 0.67% | Add +9.9% | 8,338,176 | $560.5M |
| Royal Bank of Canada | 0.09% | Reduce -32.2% | 7,682,818 | $516.4M |
| Retirement Systems of Alabama | 1.66% | No change | 7,584,431 | $509.8M |
| MML Investors Services, LLC | 1.19% | Add +28.9% | 7,290,946 | $490.1M |
| Asset Management One Co., Ltd. | 1.32% | Add +1.8% | 7,041,715 | $473.3M |
| Bank of Montreal | 0.19% | Add +4.8% | 6,965,701 | $468.2M |
| Jordan Park Group LLC | 26.59% | Add +0.5% | 6,826,448 | $458.9M |
| Ameriprise Financial Inc. | 0.10% | Add +61.7% | 6,756,428 | $454.1M |
| Alliancebernstein L.P. | 0.14% | Reduce -0.2% | 6,749,305 | $453.7M |
| Dynasty Wealth Management, LLC | 4.45% | Add +61.1% | 6,740,260 | $453.1M |
| Truist Financial Corp. | 0.60% | Add +24.0% | 6,649,583 | $447.0M |
| Invesco Ltd. | 0.04% | Reduce -31.5% | 6,484,363 | $435.9M |
| Park Avenue Securities LLC | 3.60% | Add +23.6% | 6,317,046 | $424.6M |
| Betterment LLC | 0.76% | Reduce -3.1% | 5,912,312 | $397.4M |
| Citigroup Inc. | 0.27% | Reduce -25.3% | 5,772,847 | $388.1M |
| Cwm, LLC | 1.04% | Add +28.8% | 5,690,088 | $382.5M |
| Moneta Group Investment Advisors LLC | 2.88% | Add +2.7% | 5,666,498 | $380.9M |
| Cerity Partners LLC | 0.52% | Add +11.6% | 5,286,074 | $355.4M |
| Municipal Employees' Retirement System of Michigan | 3.98% | Add +9.5% | 5,227,998 | $351.4M |
| Stifel Financial Corp. | 0.30% | Add +8.5% | 4,954,863 | $333.1M |
| Jane Street Group, LLC | 0.39% | Add +121034.8% | 4,794,516 | $322.3M |
| State Street Corp. | 0.01% | Reduce -4.1% | 4,399,829 | $295.8M |
| Nationwide Fund Advisors | 11.77% | Add +27.9% | 4,090,138 | $274.9M |
| Ballentine Partners, LLC | 3.84% | Reduce -3.0% | 4,062,003 | $273.0M |
| Vantagepoint Investment Advisers LLC | 2.19% | Add +4.2% | 4,047,517 | $272.1M |
| Franklin Resources Inc. | 0.07% | Add +1.6% | 3,947,568 | $265.4M |
| Janney Montgomery Scott LLC | 0.60% | Add +22.1% | 3,901,270 | $262.2M |
| United Capital Financial Advisors, LLC | 1.55% | Add +9.0% | 3,821,180 | $256.9M |
| Keybank National Association | 0.85% | Add +12.5% | 3,540,233 | $238.0M |
| Steward Partners Investment Advisory, LLC | 1.21% | Add +69.4% | 3,285,434 | $220.8M |
| Matson Money. Inc. | 6.76% | Add +0.0% | 3,182,097 | $213.9M |
| Stairway Partners, LLC | 11.04% | Reduce -9.9% | 3,173,688 | $213.3M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 1.74% | New | 3,090,192 | $207.7M |
| Fifth Third Bancorp | 0.65% | Add +6.0% | 3,064,674 | $206.0M |
| Japan Science & Technology Agency | 3.77% | Add +178.7% | 3,050,554 | $205.1M |
| Osaic Holdings, Inc. | 0.30% | Reduce -10.1% | 3,048,518 | $205.0M |
| HighTower Advisors, LLC | 0.22% | Reduce -3.1% | 2,999,647 | $201.6M |
| OpenArc Corporate Advisory, LLC | 3.29% | — | 2,961,336 | $199.1M |
| Valeo Financial Advisors, LLC | 4.38% | Reduce -1.1% | 2,930,230 | $197.0M |
| Northern Trust Corp. | 0.02% | Add +4.6% | 2,899,388 | $194.9M |
| Haverford Trust Co | 1.73% | Reduce -0.5% | 2,882,452 | $193.8M |
| Commonwealth Equity Services, LLC | 0.25% | Add +17.6% | 2,826,773 | $190.0M |
| Focus Partners Wealth | 0.21% | Add +29.3% | 2,801,924 | $187.7M |
| Merit Financial Group, LLC | 1.39% | Add +34.1% | 2,584,820 | $173.8M |
| Deutsche Bank AG | 0.06% | Add +1.3% | 2,553,444 | $171.6M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 4.09% | Add +0.2% | 2,545,417 | $171.1M |
| Blue Trust, Inc. | 1.87% | Reduce -0.8% | 2,464,405 | $165.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.46% | Reduce -0.7% | 2,460,841 | $165.4M |
| NewEdge Advisors, LLC | 0.59% | Add +19.5% | 2,423,535 | $162.9M |
| Baird Financial Group, Inc. | 0.25% | Add +5.4% | 2,413,373 | $162.2M |
| Mill Creek Capital Advisors, LLC | 3.28% | Add +0.6% | 2,392,705 | $160.8M |
| Alesco Advisors, LLC, An ESL Co | 4.11% | Reduce -2.6% | 2,364,693 | $159.0M |
| Federation des caisses Desjardins du Quebec | 0.60% | Reduce -12.0% | 2,338,733 | $157.2M |
| Mercer Global Advisors Inc. | 0.24% | Reduce -8.8% | 2,329,384 | $156.6M |
| Hirtle & Co., LLC | 5.90% | Add +2.6% | 2,280,708 | $153.3M |
| Halbert Hargrove Global Advisors, LLC | 7.31% | Add +0.6% | 2,271,502 | $152.7M |
| MAI Capital Management | 0.88% | Add +3.8% | 2,262,898 | $152.1M |
| JB Capital LLC | 6.09% | Add +29.4% | 2,219,576 | $149.2M |
| Balentine LLC | 5.63% | Add +2.5% | 2,208,783 | $148.5M |
| Hackensack Meridian Health, Inc. | 13.39% | No change | 2,185,000 | $146.9M |
| Foundations Investment Advisors, LLC | 1.88% | Add +38.9% | 2,131,471 | $143.3M |
| Members Trust Co | 4.65% | Reduce -1.7% | 2,122,469 | $142.7M |
| Nuveen, LLC | 0.04% | Reduce -10.2% | 2,117,263 | $142.3M |
| Sagespring Wealth Partners, LLC | 2.59% | Add +9.6% | 2,412,584 | $142.3M |
| Partners Capital Investment Group, LLP | 5.30% | Add +1.3% | 2,114,082 | $142.1M |
| Corient Private Wealth LP | 0.18% | Add +6.8% | 2,001,397 | $134.5M |
| Southern Farm Bureau Life Insurance | 13.64% | Add +8.3% | 1,964,259 | $132.1M |
| Quotient Wealth Partners, LLC | 3.51% | Reduce -2.1% | 1,960,087 | $131.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2.34% | Add +9.9% | 1,941,744 | $130.5M |
| University of Pittsburgh - Of the Commonwealth System of Higher Education | 99.81% | Add +1.7% | 1,933,838 | $130.0M |
| Sanctuary Advisors, LLC | 0.71% | Add +16.0% | 1,920,644 | $129.1M |
| Bessemer Group Inc. | 0.20% | Add +20.2% | 1,903,795 | $128.0M |
| Wealth Enhancement Advisory Services, LLC | 0.17% | Add +0.3% | 1,803,183 | $126.6M |
| Elo Mutual Pension Insurance Co | 1.92% | No change | 1,867,100 | $125.5M |
| Passaic Partners LLC | 12.35% | Add +53.7% | 1,774,646 | $119.3M |
| Venturi Wealth Management, LLC | 5.21% | Reduce -27.7% | 1,744,682 | $117.3M |
| AE Wealth Management LLC | 0.66% | Reduce -1.6% | 1,719,605 | $115.6M |
| Financiere des Professionnels - Fonds d'investissement inc. | 6.54% | Add +3.7% | 1,711,348 | $115.0M |
| Wealthspire Advisors, LLC | 0.91% | Reduce -0.6% | 1,695,058 | $113.9M |
| Evergreen Capital Management LLC | 2.42% | Add +812.2% | 1,608,892 | $108.1M |
| Rockefeller Capital Management L.P. | 0.19% | Add +45.2% | 1,579,171 | $106.2M |
| J. Safra Sarasin Holding AG | 1.69% | Add +3.8% | 1,547,557 | $104.0M |
| Citizens Financial Group Inc. | 1.38% | Reduce -2.5% | 1,529,431 | $102.8M |
| Victory Capital Management Inc. | 0.06% | Add +63.4% | 1,504,889 | $101.2M |
| Stratos Wealth Partners, LTD. | 1.15% | Add +31.4% | 1,501,986 | $101.0M |
| Elm Partners Management LLC | 4.53% | Reduce -1.1% | 1,484,000 | $99.8M |
| Cerity Partners OCIO LLC | 5.45% | New | 1,464,323 | $98.4M |
| SigFig Wealth Management, LLC | 2.89% | Add +2.3% | 1,439,528 | $96.8M |
| Atria Investments, Inc | 1.07% | Add +13.5% | 1,404,670 | $94.4M |
| Robertson Stephens Wealth Management, LLC | 2.63% | Add +8.2% | 1,390,070 | $93.4M |
| Meeder Advisory Services, Inc. | 3.99% | Add +8.8% | 1,384,026 | $93.0M |
| Retirement Investment Advisors, Inc. | 7.49% | Add +0.7% | 1,382,686 | $92.9M |
| Modera Wealth Management, LLC | 1.06% | Reduce -5.1% | 1,366,297 | $91.8M |
| Pathstone Holdings, LLC | 0.35% | Add +1.6% | 1,356,423 | $91.2M |
| Comerica Bank | 0.36% | Add +12.6% | 1,356,146 | $91.2M |
| Cambridge Investment Research Advisors, Inc. | 0.23% | Add +18.7% | 1,306,189 | $87.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | New | 1,287,392 | $86.5M |
| Destination Wealth Management | 2.26% | Reduce -0.2% | 1,286,405 | $86.5M |
| Thrivent Financial for Lutherans | 0.16% | Add +29.4% | 1,281,618 | $86.3M |
| Allspring Global Investments Holdings, LLC | 0.14% | Add +8.8% | 1,248,882 | $86.2M |
| Farther Finance Advisors, LLC | 0.92% | Add +34.7% | 1,278,606 | $85.9M |
| Bridgewater Associates | 0.31% | Add +9.5% | 1,271,627 | $85.5M |
| Wharton Business Group, LLC | 3.18% | Reduce -1.3% | 1,245,797 | $83.7M |
| CKW Financial Group | 9.02% | Add +0.1% | 1,237,112 | $83.2M |
| Neuberger Berman Group LLC | 0.06% | Add +0.3% | 1,235,051 | $83.0M |
| Bleakley Financial Group, LLC | 1.38% | Add +426.5% | 1,186,099 | $79.7M |
| MCF Advisors LLC | 4.41% | Reduce -0.4% | 1,185,863 | $79.7M |
| Brookstone Capital Management | 0.90% | Add +10.8% | 1,167,273 | $78.5M |
| Fusion Family Wealth, LLC | 5.88% | Add +3.6% | 1,153,514 | $77.5M |
| Whittier Trust Co. of Nevada Inc. | 1.61% | Add +0.1% | 1,103,148 | $77.5M |
| Alaska Permanent Capital Management, LLC | 5.80% | Reduce -3.8% | 1,138,722 | $76.6M |
| Brown Advisory Inc. | 0.11% | Add +1.4% | 1,121,857 | $75.4M |
| National Philanthropic Trust | 0.73% | Add +41.8% | 1,093,363 | $73.5M |
| Choreo, LLC | 0.94% | Add +4.8% | 1,090,462 | $73.5M |
| Cresset Asset Management, LLC | 0.31% | Add +8.6% | 1,079,717 | $72.6M |
| Lincoln National Corp. | 2.10% | Reduce -37.6% | 1,069,133 | $71.9M |
| Jabodon PT Co. | 9.45% | New | 1,061,996 | $71.4M |
| Aspiriant, LLC | 2.03% | Add +3.2% | 1,052,887 | $70.8M |
| Horizon Investments, LLC | 0.89% | Reduce -10.8% | 1,050,694 | $70.6M |
| Nisa Investment Advisors, LLC | 0.23% | No change | 1,039,693 | $69.9M |
| Capital Analysts, LLC | 1.90% | Add +1.5% | 1,023,321 | $68.8M |
| RiverFront Investment Group, LLC | 1.13% | Add +57.4% | 1,017,606 | $68.4M |
| Gotham Asset Management | 0.25% | Add +14.1% | 1,013,747 | $68.1M |
| Lockheed Martin Investment Management Co. | 2.23% | Reduce -1.7% | 993,000 | $66.7M |
| Pictet Asset Management Holding SA | 0.06% | Reduce -2.2% | 988,955 | $66.5M |
| Regions Financial Corp. | 0.42% | Add +5.9% | 987,507 | $66.4M |
| Orion Porfolio Solutions, LLC | 0.48% | Add +17.5% | 983,436 | $66.1M |
| Whittier Trust Co. | 0.68% | Add +3.7% | 899,452 | $63.2M |
| Focus Partners Advisor Solutions, LLC | 0.77% | Reduce -7.9% | 938,688 | $63.1M |
| Midland Wealth Advisors, LLC | 3.25% | Add +2.2% | 927,837 | $62.4M |
| Private Wealth Asset Management, LLC | 6.74% | Add +0.8% | 921,940 | $62.0M |
| &partners | 0.32% | Add +11.8% | 913,852 | $61.5M |
| Wedmont Private Capital | 2.10% | Reduce -0.0% | 866,536 | $60.5M |
| Heritage Wealth Advisors | 2.30% | Add +2.1% | 896,439 | $60.3M |
| Greenleaf Trust | 0.55% | Reduce -1.7% | 895,353 | $60.2M |
| Quent Capital, LLC | 4.28% | Add +4.1% | 881,426 | $59.2M |
| Ritholtz Wealth Management | 1.08% | Add +1.1% | 878,174 | $59.0M |
| Connable Office Inc. | 5.29% | Reduce -2.4% | 858,576 | $57.7M |
| Integrated Wealth Concepts LLC | 0.68% | Reduce -33.7% | 856,425 | $57.6M |
| Lido Advisors, LLC | 0.23% | Reduce -1.3% | 858,927 | $57.3M |
| NorthRock Partners, LLC | 0.96% | Add +49.7% | 849,669 | $57.1M |
| TD Private Client Wealth LLC | 1.21% | Add +7.7% | 844,550 | $56.8M |
| Adventist Health System Sunbelt Healthcare Corp. | 1.67% | Add +81.2% | 833,300 | $56.0M |
| Exchange Traded Concepts, LLC | 0.46% | Add +10.9% | 821,543 | $55.2M |
| Principal Securities, Inc. | 0.84% | Add +1.6% | 813,736 | $54.7M |
| Heck Capital Advisors, LLC | 4.03% | Add +16.9% | 803,738 | $54.0M |
| 49 Wealth Management, LLC | 4.40% | Add +15.5% | 803,679 | $54.0M |
| iA Global Asset Management Inc. | 0.68% | Reduce -0.8% | 795,208 | $53.5M |
| Octavia Wealth Advisors, LLC | 4.99% | Add +3.3% | 776,763 | $52.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3.12% | Add +61.5% | 774,664 | $52.1M |
| Private Advisor Group, LLC | 0.24% | Add +23.9% | 773,127 | $52.0M |
| Chan Zuckerberg Initiative, LLC | 34.82% | New | 772,296 | $51.9M |
| TFC Financial Management, Inc. | 6.49% | Reduce -0.4% | 770,352 | $51.8M |
| Vestmark Advisory Solutions, Inc. | 0.69% | Add +5.0% | 757,314 | $50.9M |
| Connecticut Wealth Management, LLC | 2.20% | Add +5.5% | 751,866 | $50.5M |
| Trustees of Dartmouth College | 12.72% | Add +78.2% | 744,478 | $50.0M |
| Icon Wealth Advisors, LLC | 3.32% | Add +22.8% | 740,585 | $49.8M |
| Cambridge Associates LLC /Ma/ | 0.80% | Reduce -5.2% | 723,355 | $48.6M |
| Parkside Investments, LLC | 5.88% | Add +6.7% | 695,002 | $46.7M |
| Savant Capital, LLC | 0.26% | Reduce -3.3% | 685,185 | $46.1M |
| MPS Loria Financial Planners, LLC | 11.69% | Reduce -0.7% | 676,346 | $45.5M |
| Litman Gregory Wealth Management LLC | 3.30% | Reduce -3.7% | 670,474 | $45.1M |
| Financial Synergies Wealth Advisors, Inc. | 4.34% | Add +2.3% | 668,081 | $44.9M |
| Allianz Asset Management GmbH | 0.05% | Reduce -21.0% | 662,050 | $44.5M |
| Sompo Asset Management Co., Ltd. | 7.61% | Reduce -0.2% | 660,147 | $44.4M |
| Pacific Life Fund Advisors LLC | 4.55% | Add +38.0% | 657,476 | $44.2M |
| HSBC Holdings PLC | 0.02% | Add +16.9% | 650,458 | $43.7M |
| First Foundation Advisors | 1.64% | Add +3.0% | 647,117 | $43.5M |
| MBL Wealth, LLC | 3.45% | Add +2.4% | 639,337 | $43.0M |
| Investure, LLC | 2.39% | Add +5.5% | 636,645 | $42.8M |
| Trek Financial, LLC | 2.48% | Reduce -11.2% | 636,564 | $42.8M |
| Scarborough Advisors, LLC | 7.10% | Add +11.6% | 625,924 | $42.1M |
| Santa Clara Valley Transportation Authority | 35.32% | Reduce -1.4% | 625,061 | $42.0M |
| Ironwood Wealth Management, LLC. | 12.32% | Add +2.2% | 623,437 | $41.9M |
| GenTrust, LLC | 1.81% | Reduce -0.5% | 622,239 | $41.8M |
| Schneider Downs Wealth Management Advisors, LP | 4.70% | Add +3.6% | 619,917 | $41.7M |
| Commerce Bank | 0.23% | Add +7.3% | 618,689 | $41.6M |
| First Citizens Bank & Trust Co. | 0.86% | Add +0.1% | 610,859 | $41.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.62% | Reduce -6.0% | 610,320 | $41.0M |
| Signaturefd, LLC | 0.63% | Reduce -0.8% | 609,677 | $41.0M |
| Wescott Financial Advisory Group, LLC | 3.56% | Reduce -3.0% | 606,379 | $40.8M |
| Harbor Capital Advisors, Inc. | 3.14% | New | 601,507 | $40.4M |
| Chai Trust Co. LLC | 3.44% | No change | 594,544 | $40.0M |
| AlphaCore Capital LLC | 0.88% | Add +287.9% | 584,267 | $39.3M |
| Shepherd Financial Partners LLC | 3.63% | Add +16.6% | 582,828 | $39.2M |
| Makena Capital Management LLC | 4.66% | Reduce -20.1% | 578,596 | $38.9M |
| SCS Capital Management LLC | 0.41% | Add +2.7% | 578,172 | $38.9M |
| Bartlett & Co. Wealth Management LLC | 0.51% | Add +8.8% | 574,589 | $38.6M |
| Vident Advisory, LLC | 0.36% | Add +768.9% | 573,145 | $38.5M |
| Austin Private Wealth, LLC | 2.88% | Add +1.8% | 572,437 | $38.5M |
| Equitable Holdings, Inc. | 0.26% | Add +8.0% | 572,352 | $38.5M |
| Red Cedar Investment Management, LLC | 4.15% | Add +1.2% | 571,821 | $38.4M |
| Texas Capital Bank Wealth Management Services Inc | 2.21% | Add +134.9% | 570,229 | $38.3M |
| Magnus Financial Group LLC | 2.90% | Add +4.1% | 562,722 | $37.8M |
| Vestcor Inc | 1.06% | New | 553,838 | $37.2M |
| BLB&B Advisors, LLC | 1.55% | Reduce -0.1% | 552,262 | $37.1M |
| FORM Wealth Advisors, LLC | 4.25% | — | 540,117 | $36.3M |
| Aaron Wealth Advisors LLC | 2.02% | Add +2.1% | 539,058 | $36.2M |
| Syon Capital LLC | 1.78% | Add +0.8% | 532,299 | $35.8M |
| Pure Financial Advisors, LLC | 0.53% | Add +1.5% | 522,494 | $35.1M |
| Exencial Wealth Advisors, LLC | 1.11% | Add +3.5% | 519,822 | $34.9M |
| Brand Asset Management Group, Inc. | 9.63% | Reduce -0.7% | 512,391 | $34.4M |
| Myriad Asset Management Advisors LLC | 10.61% | — | 512,235 | $34.4M |
| SteelPeak Wealth, LLC | 1.11% | Add +24.6% | 503,129 | $33.8M |
| Pathway Financial Advisors LLC | 4.21% | Add +7.1% | 477,655 | $33.5M |
| Simon Quick Advisors, LLC | 1.45% | Reduce -0.5% | 495,516 | $33.3M |
| Financial Management Professionals, Inc. | 3.43% | Add +35.7% | 495,309 | $33.3M |
| Global Retirement Partners, LLC | 0.58% | Add +62.5% | 489,467 | $32.9M |
| Stone House Investment Management, LLC | 5.05% | Add +25.7% | 484,094 | $32.5M |
| Alaska Wealth Advisors, LLC | 4.13% | Reduce -2.3% | 482,411 | $32.4M |
| Sterling Capital Management LLC | 0.53% | Reduce -44.3% | 482,409 | $32.4M |
| Johnson Financial Group, Inc. | 1.21% | Reduce -6.9% | 480,929 | $32.3M |
| First Command Advisory Services, Inc. | 0.22% | Add +19.8% | 477,653 | $32.1M |
| Foster Group, Inc. | 0.97% | Add +0.8% | 476,123 | $32.0M |
| Concurrent Investment Advisors, LLC | 0.36% | Add +41.5% | 474,516 | $31.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Reduce -4.2% | 473,410 | $31.8M |
| First Financial Bank - Trust Division | 2.60% | Add +1.5% | 471,067 | $31.7M |
| Global Strategic Investment Solutions, LLC | 3.06% | Reduce -1.0% | 466,313 | $31.3M |
| Strategic Investment Advisors / MI | 2.69% | Add +8.4% | 462,630 | $31.1M |
| Wellspring Financial Advisors, LLC | 2.46% | Add +5.7% | 762,282 | $31.1M |
| Klingman & Associates, LLC | 1.49% | Add +0.4% | 460,682 | $31.0M |
| Capital Planning Advisors, LLC | 4.14% | Add +38.0% | 460,299 | $30.9M |
| Tsfg, LLC | 4.62% | Add +64.6% | 460,054 | $30.9M |
| Cape Cod Five Cents Savings Bank | 2.83% | No change | 537,923 | $30.9M |
| LMCG Investments, LLC | 1.75% | Reduce -1.9% | 456,007 | $30.7M |
| Mgo One Seven LLC | 0.62% | Add +76.1% | 449,109 | $30.2M |
| Strategic Investment Management, LLC | 15.14% | Reduce -7.6% | 444,365 | $29.9M |
| DE Burlo Group Inc. | 3.60% | Add +0.0% | 440,650 | $29.6M |
| Sharkey, Howes & Javer | 3.76% | Add +22.6% | 440,559 | $29.6M |
| Fifth Third Wealth Advisors LLC | 1.04% | Add +19.4% | 440,331 | $29.6M |
| Nomura Asset Management International Inc. | 0.04% | — | 438,952 | $29.5M |
| Lowe Brockenbrough & Co. Inc. | 1.45% | Add +6.4% | 438,576 | $29.5M |
| Kestra Advisory Services, LLC | 0.12% | Add +14.0% | 436,033 | $29.3M |
| Leverty Financial Group, LLC | 6.98% | Add +0.1% | 433,872 | $29.2M |
| Mutual of America Capital Management LLC | 0.30% | Reduce -13.9% | 427,282 | $28.7M |
| Main Management ETF Advisors, LLC | 1.00% | Add +6.3% | 418,908 | $28.2M |
| Rockbridge Investment Management, LCC | 2.61% | Add +7.4% | 417,033 | $28.0M |
| Inherent Management Corp. | 14.34% | No change | 415,605 | $27.9M |
| Triad Wealth Partners, LLC | 2.64% | Add +57.1% | 413,280 | $27.8M |
| Bridges Investment Management Inc. | 0.35% | Reduce -1.1% | 412,319 | $27.7M |
| State of Wisconsin Investment Board | 0.06% | Add +1.9% | 410,800 | $27.6M |
| KWB Wealth | 2.61% | Add +7042.2% | 410,391 | $27.6M |
| Beacon Pointe Advisors, LLC | 0.19% | Add +10.7% | 410,216 | $27.6M |
| Becker Capital Management Inc. | 0.79% | Add +1.2% | 408,505 | $27.5M |
| High Falls Advisors, Inc | 5.53% | Add +24.9% | 406,202 | $27.3M |
| Kestra Private Wealth Services, LLC | 0.34% | Add +2.1% | 405,927 | $27.3M |
| Archford Capital Strategies, LLC | 3.13% | Add +8.4% | 399,378 | $26.8M |
| Nottingham Advisors, Inc. | 3.74% | Reduce -3.4% | 399,093 | $26.8M |
| Tobias Financial Advisors, Inc. | 3.78% | Add +7.2% | 397,556 | $26.7M |
| RKL Wealth Management LLC | 2.19% | Add +5.2% | 396,982 | $26.7M |
| New York Life Investment Management LLC | 0.23% | Add +30.3% | 389,913 | $26.2M |
| Daiwa Securities Group Inc. | 0.09% | Add +28.8% | 389,700 | $26.2M |
| Disciplina Capital Management LLC | 2.95% | Add +7.9% | 383,953 | $25.8M |
| Quadrant Capital Group LLC | 0.78% | Add +0.4% | 383,528 | $25.8M |
| Wellington Management Group LLP | 0.00% | Add +3.1% | 383,130 | $25.8M |
| Affinity Capital Advisors, LLC | 3.55% | Add +11.8% | 381,556 | $25.6M |
| WealthPlan Investment Management, LLC | 1.63% | Add +16.9% | 380,128 | $25.6M |
| UMB Bank, n.a. | 0.33% | Add +1.3% | 374,416 | $25.2M |
| SG Americas Securities, LLC | 0.03% | New | 366,500 | $24.6M |
| Blair William & Co. | 0.07% | Add +7.0% | 365,789 | $24.6M |
| Constellation Investments, Inc. | 0.76% | No change | 365,482 | $24.6M |
| Fiducient Advisors LLC | 3.04% | Add +30.3% | 364,307 | $24.5M |
| Beacon Harbor Wealth Advisors, Inc. | 5.42% | Add +102.5% | 363,538 | $24.4M |
| Elgethun Capital Management | 4.21% | Add +2.4% | 362,812 | $24.4M |
| OneDigital Investment Advisors LLC | 0.24% | Add +28.4% | 361,067 | $24.3M |
| Resonant Capital Advisors, LLC | 1.33% | Add +8.1% | 360,082 | $24.2M |
| Auto-Owners Insurance Co | 0.51% | No change | 360,000 | $24.2M |
| Grove Bank & Trust | 2.72% | Reduce -0.9% | 359,297 | $24.2M |
| Swmg, LLC | 6.70% | Add +25.5% | 327,412 | $24.1M |
| Rovin Capital /Ut/ | 6.39% | Add +17.1% | 357,771 | $24.0M |
| DT Investment Partners, LLC | 1.98% | Add +3.8% | 356,231 | $23.9M |
| Crescent Grove Advisors, LLC | 2.27% | Add +0.8% | 354,728 | $23.8M |
| GAMMA Investing LLC | 1.20% | Add +19.2% | 354,538 | $23.8M |
| Kelly Financial Services LLC | 5.95% | Add +24.5% | 353,452 | $23.8M |
| Vontobel Holding Ltd. | 0.08% | Add +761.5% | 347,626 | $23.4M |
| Integrity Alliance, Llc. | 0.85% | Add +37.1% | 347,229 | $23.3M |
| Rock Creek Group LLC | 2.61% | Add +1.7% | 345,824 | $23.2M |
| Wealth Alliance, LLC | 2.24% | Add +19.5% | 340,510 | $22.9M |
| Strategic Blueprint, LLC | 1.35% | Add +15.9% | 339,838 | $22.8M |
| Parallel Advisors, LLC | 0.42% | Add +1.1% | 338,484 | $22.8M |
| Smithfield Trust Co | 1.00% | Reduce -1.4% | 335,953 | $22.6M |
| Ashton Thomas Private Wealth, LLC | 0.55% | Add +7.4% | 334,265 | $22.5M |
| Citizens & Northern Corp. | 5.52% | Reduce -7.0% | 331,668 | $22.3M |
| McKinley Carter Wealth Services, Inc. | 1.24% | Reduce -24.0% | 328,977 | $22.1M |
| Peapack Gladstone Financial Corp. | 0.28% | Add +21.1% | 328,496 | $22.1M |
| Facet Wealth, Inc. | 0.39% | Reduce -6.3% | 296,444 | $22.1M |
| Marion Wealth Management | 4.90% | Reduce -0.1% | 304,636 | $22.1M |
| MLG Wealth Management DBA Pine Grove Financial Group | 2.66% | — | 327,564 | $22.0M |
| PAX Financial Group, LLC | 3.79% | Add +39.2% | 327,080 | $22.0M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.02% | Add +2.0% | 326,835 | $22.0M |
| Horst & Graben Wealth Management LLC | 3.30% | Add +5.8% | 325,427 | $21.9M |
| Sumitomo Life Insurance Co. | 0.60% | Reduce -30.6% | 324,000 | $21.8M |
| JFS Wealth Advisors, LLC | 1.23% | Add +0.4% | 323,823 | $21.8M |
| St. Clair Advisors, LLC | 5.59% | Add +0.7% | 322,492 | $21.7M |
| Abound Wealth Management | 5.07% | Add +4.0% | 322,201 | $21.7M |
| Sentinel Trust Co. Lba | 2.13% | Add +4.8% | 321,686 | $21.6M |
| Glenmede Trust Co. NA | 0.10% | — | 321,174 | $21.6M |
| Orgel Wealth Management, LLC | 0.47% | Reduce -4.2% | 320,235 | $21.5M |
| World Investment Advisors | 0.35% | Add +128.8% | 319,935 | $21.5M |
| Strategic Advocates LLC | 5.49% | Add +3.4% | 318,231 | $21.4M |
| CFS Investment Advisory Services, LLC | 1.56% | Add +2.9% | 317,599 | $21.3M |
| Towercrest Capital Management | 3.36% | Reduce -1.3% | 316,691 | $21.3M |
| Rakuten Investment Management, Inc. | 0.07% | No change | 323,684 | $21.3M |
| Waverly Advisors, LLC | 0.17% | Add +11.8% | 312,040 | $21.0M |
| Coldstream Capital Management Inc. | 0.27% | Add +3.3% | 309,301 | $20.8M |
| Tortoise Investment Management, LLC | 1.82% | Reduce -2.0% | 308,861 | $20.8M |
| WASHINGTON TRUST Co | 0.68% | Add +1.4% | 308,580 | $20.7M |
| Running Point Capital Advisors, LLC | 5.65% | Add +2.9% | 308,159 | $20.7M |
| WealthShield Partners, LLC | 2.27% | Add +8.9% | 306,816 | $20.6M |
| Cabot-Wellington, LLC | 6.58% | Reduce -0.7% | 305,398 | $20.5M |
| Curi Capital, LLC | 0.35% | Add +44.0% | 303,994 | $20.4M |
| Bank of Hawaii | 1.01% | Reduce -0.4% | 303,871 | $20.4M |
| Arkos Global Advisors | 2.54% | Add +2.6% | 294,989 | $19.8M |
| Alongside, LLC | 6.52% | — | 291,988 | $19.6M |
| Panagora Asset Management Inc. | 0.07% | Add +53.4% | 291,879 | $19.6M |
| MassMutual Private Wealth & Trust, FSB | 0.50% | Reduce -4.6% | 291,128 | $19.6M |
| Apollon Wealth Management, LLC | 0.34% | Add +29.3% | 290,927 | $19.6M |
| Ayalon Insurance Comp Ltd. | 4.73% | Add +48.2% | 289,775 | $19.5M |
| Inspire Trust Co, N.A. | 3.19% | Add +23.1% | 289,171 | $19.4M |
| Rehmann Capital Advisory Group | 1.00% | Reduce -4.6% | 284,317 | $19.2M |
| Modern Wealth Management, LLC | 0.35% | Add +37.8% | 284,235 | $19.1M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.15% | Reduce -8.8% | 284,034 | $19.1M |
| IFP Advisors, Inc | 0.43% | Add +15.8% | 283,426 | $19.1M |
| Rothschild Wealth LLC | 1.82% | Add +33.5% | 281,935 | $19.0M |
| Pinnacle Financial Partners, Inc. | 0.14% | — | 281,364 | $18.9M |
| Meridian Wealth Partners, LLC | 2.61% | Reduce -1.2% | 281,328 | $18.9M |
| NewEdge Wealth, LLC | 0.21% | Add +0.9% | 280,793 | $18.9M |
| Sterling Investment Advisors LLC | 9.05% | Reduce -2.0% | 278,150 | $18.7M |
| Midwest Trust Co | 0.23% | Reduce -6.5% | 277,659 | $18.7M |
| Elevation Point Wealth Partners, LLC | 0.90% | Add +59.9% | 277,366 | $18.6M |
| Advisory Services Network, LLC | 0.26% | Add +13.3% | 275,996 | $18.6M |
| Scotia Capital Inc. | 0.07% | Reduce -0.3% | 275,170 | $18.5M |
| Vise Technologies, Inc. | 0.36% | Add +65.1% | 275,113 | $18.5M |
| Waterloo Capital, L.P. | 1.33% | Reduce -8.1% | 274,102 | $18.4M |
| Regal Investment Advisors LLC | 1.10% | Add +48.7% | 273,820 | $18.4M |
| Wealthspire Retirement, LLC | 1.11% | Add +1.4% | 272,396 | $18.3M |
| Gallagher Fiduciary Advisors, LLC | 0.59% | Add +3.1% | 271,827 | $18.3M |
| Perigon Wealth Management, LLC | 0.33% | Add +5.8% | 271,127 | $18.2M |
| Stonebrook Private Inc. | 3.75% | Reduce -8.8% | 266,752 | $17.9M |
| Appleton Partners Inc. | 1.18% | Reduce -1.0% | 266,009 | $17.9M |
| Apeiron RIA LLC | 3.60% | Add +48.2% | 250,269 | $17.7M |
| Spire Wealth Management | 0.59% | Add +3.0% | 263,178 | $17.7M |
| One Wealth Advisors, LLC | 2.15% | Add +5.3% | 261,714 | $17.6M |
| Hengehold Capital Management LLC | 1.47% | Add +3.2% | 260,393 | $17.5M |
| Angeles Investment Advisors, LLC | 1.16% | New | 259,500 | $17.4M |
| Condor Capital Management | 1.41% | Reduce -2.5% | 259,499 | $17.4M |
| HCR Wealth Advisors | 1.72% | Add +3.7% | 258,722 | $17.4M |
| Keystone Financial Services | 5.24% | Add +12.7% | 258,360 | $17.4M |
| Simplicity Wealth,LLC | 1.03% | Reduce -21.0% | 256,526 | $17.2M |
| Blueprint Investment Partners LLC | 1.83% | Add +14.1% | 254,324 | $17.1M |
| Empowered Funds, LLC | 0.29% | Add +75.7% | 251,649 | $16.9M |
| Portland Global Advisors LLC | 1.81% | Reduce -0.9% | 251,171 | $16.9M |
| Physician Wealth Advisors, Inc. | 2.34% | Add +1.9% | 250,382 | $16.8M |
| Summit Financial, LLC | 0.25% | Reduce -4.5% | 248,828 | $16.7M |
| SVB Wealth LLC | 0.98% | Reduce -16.9% | 247,743 | $16.7M |
| Keystone Financial Group | 1.22% | Add +112.0% | 245,277 | $16.5M |
| Chilton Capital Management LLC | 0.57% | Reduce -0.5% | 244,633 | $16.4M |
| Guidance Capital, Inc. | 4.02% | Add +0.3% | 228,349 | $16.4M |
| Catalyst Financial Partners LLC | 1.83% | Add +10.3% | 244,429 | $16.4M |
| Associated Banc-Corp | 0.42% | Add +3.8% | 244,123 | $16.4M |
| Cascade Financial Partners, LLC | 1.66% | Reduce -4.9% | 243,421 | $16.4M |
| Avidian Wealth Enterprises, LLC | 0.59% | Add +82.5% | 240,587 | $16.2M |
| Columbia Bank | 4.49% | Add +3.0% | 240,185 | $16.1M |
| Stephens Group Asset Management, LLC | 1.07% | Add +0.1% | 237,898 | $16.0M |
| Astoria Portfolio Advisors LLC. | 3.63% | Add +76.7% | 210,816 | $15.9M |
| Invst, LLC | 1.73% | Add +24.1% | 237,012 | $15.9M |
| Shakespeare Wealth Management, LLC | 3.51% | Reduce -1.5% | 236,605 | $15.9M |
| NorthCoast Asset Management LLC | 0.35% | Reduce -76.2% | 236,519 | $15.9M |
| Twele Capital Management, Inc. | 2.83% | Add +0.1% | 235,511 | $15.8M |
| Eq LLC | 4.55% | Reduce -5.3% | 234,973 | $15.8M |
| Veery Capital, LLC | 4.84% | Add +0.8% | 234,766 | $15.8M |
| Blue Edge Capital, LLC | 2.11% | Add +4.7% | 234,074 | $15.7M |
| Glenview Trust Co | 0.24% | Reduce -2.5% | 232,613 | $15.6M |
| Opus Capital Group, LLC | 1.67% | Add +1.6% | 229,156 | $15.4M |
| BSW Wealth Partners | 1.84% | Reduce -5.2% | 228,696 | $15.4M |
| Long Run Wealth Advisors, LLC | 2.89% | Add +4.7% | 228,541 | $15.4M |
| Neumann Capital Management, LLC | 4.39% | Reduce -0.6% | 226,151 | $15.2M |
| Marks Group Wealth Management, Inc | 1.45% | Add +27.0% | 225,538 | $15.2M |
| AQR Capital Management | 0.01% | Add +7.6% | 225,307 | $15.1M |
| EP Wealth Advisors, LLC | 0.08% | — | 225,292 | $15.1M |
| Allworth Financial LP | 0.06% | Add +6.6% | 222,524 | $15.0M |
| McGlone Suttner Wealth Management, Inc. | 2.01% | Add +3.3% | 221,835 | $14.9M |
| VAUGHAN & Co SECURITIES, INC. | 7.65% | Add +0.7% | 220,198 | $14.8M |
| National Bank of Canada | 0.02% | Add +5.3% | 219,578 | $14.8M |
| Turim 21 Investimentos Ltda. | 5.67% | Add +12.8% | 218,320 | $14.7M |
| Prudential Financial Inc. | 0.02% | Reduce -2.7% | 216,850 | $14.6M |
| First Hawaiian Bank | 1.93% | Add +4.0% | 215,351 | $14.5M |
| Acima Private Wealth, LLC | 4.47% | Reduce -4.3% | 214,091 | $14.4M |
| Iowa State Bank | 2.69% | Reduce -1.2% | 213,425 | $14.3M |
| Financial Engines Advisors L.L.C. | 0.03% | Reduce -3.8% | 211,824 | $14.2M |
| Centerline Wealth Advisors, LLC | 5.11% | Add +31.6% | 209,788 | $14.1M |
| Columbus Macro, LLC | 1.54% | Add +10.0% | 209,236 | $14.1M |
| Kilter Group LLC | 6.20% | Add +11.5% | 207,744 | $14.0M |
| PDS Planning, Inc | 0.92% | Add +0.8% | 205,689 | $13.8M |
| Loomis Sayles & Co. L P | 0.02% | New | 205,221 | $13.8M |
| Unique Wealth, LLC | 1.92% | Add +12.6% | 204,702 | $13.8M |
| Cornerstone Wealth Group, LLC | 0.94% | Add +5.3% | 204,580 | $13.8M |
| O'shaughnessy Asset Management, LLC | 0.08% | Add +5.3% | 204,488 | $13.7M |
| Liberty Wealth Management LLC | 1.77% | Add +4.9% | 203,926 | $13.7M |
| KFA Private Wealth Group, LLC | 3.26% | Add +9.8% | 199,619 | $13.4M |
| Hobbs Group Advisors, LLC | 4.05% | Add +30.6% | 199,513 | $13.4M |
| Composition Wealth, LLC | 0.19% | Reduce -0.9% | 198,979 | $13.4M |
| Baron Silver Stevens Financial Advisors, LLC | 1.93% | Reduce -0.2% | 198,471 | $13.3M |
| IFG Advisory, LLC | 0.58% | Add +7.8% | 198,373 | $13.3M |
| Evermay Wealth Management LLC | 1.49% | Add +30.5% | 196,890 | $13.2M |
| Lineweaver Wealth Advisors, LLC | 1.80% | Add +4.8% | 196,644 | $13.2M |
| Diversify Wealth Management, LLC | 0.61% | Add +2625.7% | 186,740 | $13.2M |
| State Farm Mutual Automobile Insurance Co. | 0.01% | Add +35.8% | 195,681 | $13.2M |
| Checchi Capital Advisers, LLC | 0.89% | Add +19.0% | 194,403 | $13.1M |
| TSA Wealth Managment LLC | 4.32% | Add +20.7% | 194,271 | $13.1M |
| Sovereign Investment Advisors, LLC | 3.25% | Add +146.6% | 193,455 | $13.0M |
| CI Investments Inc. | 0.06% | Add +61.8% | 192,852 | $13.0M |
| Smith & Howard Wealth Management, LLC | 2.96% | Reduce -12.7% | 192,688 | $13.0M |
| Quantinno Capital Management LP | 0.03% | Add +6.6% | 189,894 | $12.8M |
| Bay Harbor Wealth Management, LLC | 3.33% | Add +21.4% | 189,372 | $12.7M |
| Astoria Strategic Wealth, Inc. | 3.20% | Add +2.3% | 189,304 | $12.7M |
| Ssi Investment Management LLC | 4.73% | Reduce -16.3% | 188,105 | $12.6M |
| Ancora Advisors LLC | 0.26% | Add +159.3% | 187,769 | $12.6M |
| Prime Capital Investment Advisors, LLC | 0.15% | Add +0.8% | 187,738 | $12.6M |
| Snowden Capital Advisors LLC | 0.33% | Add +9.9% | 187,193 | $12.6M |
| Nepc LLC | 0.27% | Reduce -88.3% | 185,768 | $12.5M |
| Beacon Advisors Holdings, LLC | 6.55% | — | 185,047 | $12.4M |
| Axxcess Wealth Management, LLC | 0.22% | Add +39.5% | 184,759 | $12.4M |
| Mesirow Financial Investment Management, Inc. | 0.25% | Reduce -25.5% | 183,627 | $12.3M |
| Probity Advisors, Inc. | 1.96% | Reduce -1.0% | 181,946 | $12.2M |
| WLTH Capital Management, LLC | 9.43% | — | 162,533 | $12.2M |
| Apella Capital, LLC | 0.24% | Reduce -4.0% | 179,969 | $12.1M |
| Founders Financial Securities LLC | 0.71% | Reduce -12.7% | 178,981 | $12.0M |
| Mather Group, Llc. | 0.12% | Add +5.0% | 178,237 | $12.0M |
| Vicus Capital | 0.89% | Reduce -31.8% | 176,739 | $11.9M |
| Keebeck Wealth Management | 1.37% | Add +40.0% | 176,629 | $11.9M |
| Crestwood Advisors Group, LLC | 0.20% | Add +20.7% | 175,066 | $11.8M |
| Atlantic Edge Private Wealth Management, LLC | 2.90% | Add +37.2% | 173,502 | $11.7M |
| AMG National Trust Bank | 0.27% | Add +15.7% | 172,783 | $11.6M |
| Flywheel Private Wealth LLC | 7.23% | Add +17.0% | 172,145 | $11.6M |
| BCGM Wealth Management, LLC | 2.95% | Add +48.8% | 172,108 | $11.6M |
| Tarbox Family Office, Inc. | 1.86% | Reduce -36.3% | 171,801 | $11.5M |
| Hi-Line Capital Management, LLC | 3.83% | Reduce -8.5% | 171,217 | $11.5M |
| May Hill Capital, LLC | 3.09% | Add +20.1% | 170,379 | $11.5M |
| Elevated Financial Group LLC | 3.93% | — | 169,177 | $11.4M |
| Lazard Asset Management LLC | 0.02% | Add +3.4% | 167,316 | $11.2M |
| Patriot Investment Management Group, Inc. | 0.71% | Add +3.3% | 167,286 | $11.2M |
| Hamilton Capital, LLC | 0.56% | — | 166,791 | $11.2M |
| Claro Advisors Inc. | 1.53% | Add +42.5% | 166,559 | $11.2M |
| Oak Root LLC | 1.33% | Reduce -33.6% | 163,640 | $11.0M |
| Bank of Nova Scotia | 0.02% | New | 161,100 | $10.8M |
| Maia Wealth LLC | 1.85% | Reduce -8.4% | 144,988 | $10.8M |
| Emerald Advisors, LLC | 1.47% | Add +11.1% | 160,987 | $10.8M |
| Wakefield Asset Management LLLP | 2.93% | Reduce -1.3% | 160,546 | $10.8M |
| MTC Wealth Management LLC | 5.04% | Reduce -2.9% | 159,830 | $10.7M |
| Wealthquest Corp | 0.80% | Reduce -35.6% | 157,791 | $10.6M |
| Dorsey & Whitney Trust CO LLC | 0.56% | Add +4.6% | 157,577 | $10.6M |
| Single Point Partners, LLC | 2.09% | Reduce -0.0% | 157,436 | $10.6M |
| Black Diamond Financial, LLC | 1.11% | Add +7.3% | 157,127 | $10.6M |
| Twin Focus Capital Partners, LLC | 1.21% | Add +13.0% | 156,766 | $10.5M |
| Perennial Investment Advisors, LLC | 0.83% | Add +14.6% | 156,756 | $10.5M |
| Susquehanna International Group, LLP | 0.01% | Reduce -88.2% | 156,713 | $10.5M |
| Sovran Advisors, LLC | 0.89% | Add +18.6% | 147,819 | $10.5M |
| Bell Investment Advisors, Inc | 1.66% | Add +1.9% | 155,737 | $10.5M |
| Axiom Investors LLC | 0.09% | Add +6.2% | 155,400 | $10.4M |
| Twin Peaks Wealth Advisors, LLC | 3.04% | Add +49.2% | 140,637 | $10.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Add +171.0% | 155,163 | $10.4M |
| Avantax Planning Partners, Inc. | 0.29% | Reduce -4.5% | 154,915 | $10.4M |
| AXA S.A. | 4.91% | No change | 154,400 | $10.4M |
| Beirne Wealth Consulting Services, LLC | 3.01% | Add +1.6% | 154,361 | $10.4M |
| Stratos Wealth Advisors, LLC | 0.50% | Reduce -3.6% | 154,086 | $10.4M |
| Webster Bank, N. A. | 0.97% | Add +5.0% | 154,046 | $10.4M |
| Acropolis Investment Management, LLC | 0.47% | Reduce -2.0% | 153,935 | $10.3M |
| Kingdom Financial Group LLC. | 3.18% | Add +179.8% | 152,966 | $10.3M |
| Alliance Wealth Management Group | 2.24% | Add +0.3% | 151,761 | $10.2M |
| KM Capital Management Ltd. | 5.18% | Add +20.9% | 150,873 | $10.1M |
| Financial Advisors Network, Inc. | 1.38% | Add +5.8% | 150,263 | $10.1M |
| Synergy Investment Management, LLC | 3.57% | Add +23.9% | 149,851 | $10.1M |
| Evolve Private Wealth, LLC | 0.60% | — | 149,285 | $10.0M |
| Missouri Trust & Investment Co | 2.94% | Add +15.1% | 148,928 | $10.0M |
| Shelter Ins Retirement Plan | 10.82% | No change | 148,902 | $10.0M |
| Endeavor Private Wealth, Inc. | 2.86% | Add +31.5% | 148,177 | $10.0M |
| Ackerman Capital Advisors, LLC | 1.99% | Reduce -1.7% | 147,766 | $9.9M |
| Ieq Capital, LLC | 0.03% | Add +6.3% | 147,005 | $9.9M |
| Brooklyn FI, LLC | 2.11% | Add +2.7% | 146,876 | $9.9M |
| Mayflower Financial Advisors, LLC | 1.19% | Add +0.8% | 145,892 | $9.8M |
| Martel Wealth Advisors LLC | 1.67% | Reduce -5.1% | 145,886 | $9.8M |
| River Wealth Advisors LLC | 1.10% | Add +3.1% | 145,353 | $9.8M |
| North Berkeley Wealth Management, LLC | 5.76% | Reduce -2.8% | 145,306 | $9.8M |
| Graybill Wealth Management, LTD. | 2.88% | Add +0.0% | 145,252 | $9.8M |
| Arkadios Wealth Advisors | 0.19% | Add +9.7% | 145,197 | $9.8M |
| Omega Financial Group, LLC | 3.19% | Reduce -0.2% | 142,852 | $9.6M |
| Next Capital Management LLC | 3.07% | Add +33.4% | 142,425 | $9.6M |
| Sowell Financial Services LLC | 0.35% | Add +4.7% | 141,918 | $9.5M |
| WCG Wealth Advisors LLC | 0.27% | Add +126.1% | 140,987 | $9.5M |
| True Vision MN LLC | 4.80% | Add +17.3% | 140,640 | $9.5M |
| FIL Ltd | 0.01% | Reduce -0.1% | 140,054 | $9.4M |
| Birchbrook, Inc. | 4.69% | Reduce -0.2% | 139,902 | $9.4M |
| RPTC Inc. | 1.58% | Add +1.5% | 139,847 | $9.4M |
| Roth Financial Partners LLC | 3.08% | Reduce -1.9% | 138,987 | $9.3M |
| Aptus Capital Advisors, LLC | 0.08% | Add +8.6% | 138,315 | $9.3M |
| Conning Inc. | 0.33% | No change | 137,998 | $9.3M |
| Community Bank, N.A. | 1.10% | Reduce -0.2% | 137,954 | $9.3M |
| McNaughton Wealth Management, LLC | 3.82% | Add +28.9% | 137,924 | $9.3M |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.65% | No change | 137,900 | $9.3M |
| Sigma Planning Corp | 0.26% | Add +1.9% | 137,682 | $9.3M |
| Rogco, LP | 3.05% | Add +2.4% | 136,856 | $9.2M |
| Winthrop Advisory Group LLC | 0.78% | Add +8.5% | 136,840 | $9.2M |
| Central Pacific Bank - Trust Division | 1.17% | Reduce -8.5% | 136,426 | $9.2M |
| Adaptive Financial Consulting, LLC | 3.54% | Add +2.7% | 135,211 | $9.1M |
| Ascent Group, LLC | 0.31% | Reduce -9.4% | 134,924 | $9.1M |
| Fairway Wealth LLC | 2.45% | Add +5.4% | 134,917 | $9.1M |
| Blueprint Financial Advisors LLC | 1.38% | Add +17.7% | 134,836 | $9.1M |
| Evensky & Katz LLC | 0.51% | Reduce -1.7% | 134,584 | $9.0M |
| Quadrant Private Wealth Management, LLC | 1.48% | Add +39.4% | 134,000 | $9.0M |
| Diversify Advisory Services, LLC | 0.29% | Add +30.1% | 126,947 | $9.0M |
| Signet Financial Management, LLC | 1.00% | Add +26.5% | 133,705 | $9.0M |
| Fortitude Family Office, LLC | 2.10% | Add +7.3% | 133,389 | $9.0M |
| Clearstead Advisors, LLC | 0.11% | Reduce -31.4% | 131,443 | $8.8M |
| Lansing Street Advisors | 2.26% | Add +21.3% | 130,952 | $8.8M |
| First Trust Advisors LP | 0.01% | Add +0.2% | 130,045 | $8.7M |
| One Capital Management, LLC | 0.26% | Add +29.3% | 129,512 | $8.7M |
| Smartleaf Asset Management LLC | 0.33% | Add +40.8% | 128,594 | $8.7M |
| Allianz SE | 0.11% | Add +1.6% | 128,550 | $8.6M |
| Brandywine Oak Private Wealth LLC | 0.72% | Add +2.9% | 128,180 | $8.6M |
| Florida Trust Wealth Management Co | 0.24% | Reduce -2.5% | 127,091 | $8.5M |
| Hudson Capital Management LLC | 2.20% | Reduce -0.4% | 126,802 | $8.5M |
| VPR Management LLC | 3.80% | No change | 126,800 | $8.5M |
| Matthew Goff Investment Advisor, LLC | 1.51% | Reduce -1.1% | 126,637 | $8.5M |
| Sachem Hill LLC | 1.65% | Reduce -0.9% | 126,569 | $8.5M |
| Ameritas Advisory Services, LLC | 0.32% | Add +5266.5% | 125,468 | $8.4M |
| Core Wealth Advisors, LLC | 6.64% | — | 125,391 | $8.4M |
| Guidance Point Advisors, LLC | 1.99% | Add +1.9% | 124,373 | $8.4M |
| Broadview Financial Management, LLC | 5.57% | Reduce -9.1% | 123,739 | $8.3M |
| Madrona Financial Services, LLC | 1.77% | Add +1.5% | 123,313 | $8.3M |
| Cypress Wealth Services, LLC | 1.14% | Add +31.6% | 122,835 | $8.3M |
| Beacon Bridge Wealth Partners, LLC | 2.73% | New | 122,215 | $8.2M |
| Bank of Stockton | 2.35% | Reduce -8.1% | 122,195 | $8.2M |
| Rwa Wealth Partners, LLC | 0.09% | Reduce -14.1% | 121,613 | $8.2M |
| Spectrum Planning & Advisory Services Inc. | 4.21% | Add +17.3% | 121,613 | $8.2M |
| Marble Wealth, LLC | 1.13% | — | 121,106 | $8.1M |
| WBH Advisory Inc. | 0.60% | Add +0.0% | 120,930 | $8.1M |
| GAM Holding AG | 0.52% | Add +1.3% | 120,685 | $8.1M |
| LiftPoint Family Wealth Advisors LLC | 6.90% | — | 120,257 | $8.1M |
| Kickstand Ventures, Llc. | 1.70% | Add +3.6% | 120,055 | $8.1M |
| Richard P Slaughter Associates Inc | 1.69% | Add +4.5% | 119,779 | $8.1M |
| Aspect Partners, LLC | 3.51% | Add +260.8% | 119,370 | $8.0M |
| Salomon & Ludwin, LLC | 0.71% | Reduce -1.3% | 115,115 | $8.0M |
| Northern Lights Advisors, Inc. | 5.50% | — | 119,264 | $8.0M |
| Csenge Advisory Group | 0.36% | Add +24.5% | 119,020 | $8.0M |
| Natixis Advisors, LLC | 0.01% | Add +24.5% | 118,886 | $8.0M |
| Keeler & Nadler Financial Planning & Wealth Management | 2.75% | Add +23.7% | 118,091 | $7.9M |
| Texas Yale Capital Corp. | 0.24% | Add +1.9% | 117,445 | $7.9M |
| Summit Trail Advisors, LLC | 0.14% | Reduce -2.7% | 117,280 | $7.9M |
| Advyzon Investment Management, LLC | 0.91% | Add +918.3% | 117,082 | $7.9M |
| Ausdal Financial Partners, Inc. | 0.36% | Add +2.9% | 117,021 | $7.9M |
| Titleist Asset Management, LLC | 0.63% | Add +2.9% | 116,707 | $7.8M |
| Sequoia Financial Advisors, LLC | 0.04% | Add +16.3% | 116,610 | $7.8M |
| Aspirean Wealth, LLC | 8.55% | — | 116,475 | $7.8M |
| One Wealth Capital Management, LLC | 3.31% | Add +19.2% | 115,494 | $7.8M |
| Focus Financial Network, Inc. | 0.27% | Add +3.4% | 115,440 | $7.8M |
| Insight Wealth Strategies, LLC | 0.89% | Add +4.1% | 114,988 | $7.7M |
| Interchange Capital Partners, LLC | 1.43% | Add +3.0% | 114,945 | $7.7M |
| Mission Wealth Management, LP | 0.16% | Reduce -1.3% | 114,616 | $7.7M |
| YHB Investment Advisors, Inc. | 0.53% | Add +16.0% | 114,425 | $7.7M |
| Frontier Asset Management, LLC | 1.77% | Add +1.1% | 113,338 | $7.6M |
| Summitas Investment Management LLC | 5.72% | — | 113,176 | $7.6M |
| Brown Brothers Harriman & Co. | 0.04% | Add +18.1% | 113,110 | $7.6M |
| Avid Wealth Partners LLC | 3.71% | Add +1.2% | 113,027 | $7.6M |
| Highland Capital Management, LLC | 0.38% | Add +0.3% | 112,187 | $7.5M |
| Avalon Capital Management | 1.80% | Add +13.5% | 112,119 | $7.5M |
| Callan Family Office, LLC | 0.16% | Add +33.6% | 111,780 | $7.5M |
| Allegiance Financial Group Advisory Services LLC | 1.57% | Add +7.6% | 111,263 | $7.5M |
| Polaris Investment Advisors, LLC | 5.40% | — | 111,132 | $7.5M |
| Forvis Mazars Wealth Advisors, LLC | 0.14% | Reduce -6.3% | 111,115 | $7.5M |
| Bryant Woods Investment Advisors, LLC | 2.89% | Reduce -1.8% | 110,803 | $7.4M |
| LBMC Investment Advisors, LLC | 0.46% | Reduce -1.3% | 110,646 | $7.4M |
| Gen-Wealth Partners Inc | 2.38% | Add +9.7% | 110,364 | $7.4M |
| Fairview Capital Investment Management, LLC | 0.38% | Add +13.3% | 109,824 | $7.4M |
| Everett Harris & Co. | 0.09% | Reduce -1.2% | 109,808 | $7.4M |
| Sharp Wealth Advisory, LLC | 3.71% | Add +5.8% | 109,549 | $7.4M |
| Fort Point Capital Partners LLC | 0.89% | Add +31.1% | 103,364 | $7.4M |
| Causey Wealth LLC | 3.31% | Add +6.3% | 108,340 | $7.3M |
| Clarius Group, LLC | 0.42% | Add +22.5% | 108,160 | $7.3M |
| Compagnie Lombard Odier SCmA | 0.08% | Add +24.1% | 107,184 | $7.2M |
| Atlanta Consulting Group Advisors, LLC | 1.63% | Add +7.5% | 107,048 | $7.2M |
| Smith, Moore & Co. | 0.54% | Reduce -1.6% | 106,801 | $7.2M |
| Sigma Investment Counselors Inc. | 0.36% | Reduce -0.4% | 106,750 | $7.2M |
| B. Riley Wealth Advisors, Inc. | 0.34% | Add +10.2% | 106,733 | $7.2M |
| Financial Council, LLC | 2.86% | Add +51.1% | 106,596 | $7.2M |
| Hobbs Wealth Management, LLC | 6.92% | Reduce -1.4% | 105,672 | $7.1M |
| Clear Creek Financial Management, LLC | 0.58% | Add +11.6% | 105,425 | $7.1M |
| First Citizens Asset Management, Inc. | 2.45% | Reduce -1.3% | 104,323 | $7.0M |
| SageView Advisory Group, LLC | 0.24% | Add +13.2% | 104,091 | $7.0M |
| Boston Research & Management Inc. | 1.61% | Reduce -2.9% | 103,882 | $7.0M |
| Fiduciary Trust Co | 0.08% | Add +76.8% | 103,827 | $7.0M |
| Alliance Private Wealth, LLC | 2.43% | — | 95,308 | $7.0M |
| Great Lakes Advisors, LLC | 0.06% | Add +10.9% | 103,568 | $7.0M |
| Klaas Financial Asset Advisors, LLC | 1.01% | Add +0.5% | 103,460 | $7.0M |
| Heritage Investors Management Corp. | 0.20% | Reduce -1.1% | 103,274 | $6.9M |
| AdvisorNet Financial, Inc | 0.37% | Add +4.9% | 102,996 | $6.9M |
| Ironsides Asset Advisors, LLC | 1.74% | Reduce -0.5% | 102,090 | $6.9M |
| Federated Hermes, Inc. | 0.01% | Add +19.6% | 102,000 | $6.9M |
| PKO Investment Management Joint-Stock Co | 0.54% | Add +39.0% | 101,495 | $6.8M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.02% | Reduce -6.3% | 100,990 | $6.8M |
| Americana Partners, LLC | 0.19% | Add +0.7% | 100,915 | $6.8M |
| United Financial Planning Group LLC | 4.11% | Reduce -3.4% | 100,808 | $6.8M |
| Davis Wealth Advisors, LLC | 5.58% | Add +31.0% | 99,840 | $6.7M |
| Galilei Investment Office LLP | 3.15% | No change | 99,500 | $6.7M |
| Brady Martz Wealth Solutions, LLC | 1.18% | Add +85.6% | 99,348 | $6.7M |
| B.O.S.S. Retirement Advisors, LLC | 2.10% | Add +26.1% | 99,161 | $6.7M |
| Atlantic Union Bankshares Corp | 0.12% | Add +11.1% | 98,842 | $6.6M |
| Howard Bailey Securities, LLC | 2.61% | Add +6.5% | 98,494 | $6.6M |
| Galvin, Gaustad & Stein, LLC | 0.52% | Reduce -47.5% | 98,494 | $6.6M |
| Courier Capital LLC | 0.37% | Add +2.9% | 97,769 | $6.6M |
| Laird Norton Wetherby Trust Company, LLC | 0.14% | Add +649.6% | 97,640 | $6.6M |
| Encompass Wealth Advisors, LLC | 2.21% | Add +4.6% | 96,792 | $6.5M |
| Convergence Financial, LLC | 0.95% | Add +5.1% | 96,431 | $6.5M |
| Crane Advisory, LLC | 0.98% | Add +26.1% | 91,337 | $6.5M |
| Prosperity Consulting Group, LLC | 0.29% | Add +5.3% | 96,044 | $6.5M |
| Highline Wealth Partners LLC | 1.81% | Reduce -3.7% | 95,607 | $6.4M |
| CoreCap Advisors, LLC | 0.22% | Add +36.4% | 95,559 | $6.4M |
| First National Bank of Omaha | 0.19% | New | 95,181 | $6.4M |
| Peak Wealth Management LLC | 5.33% | — | 94,793 | $6.4M |
| LifeWealth Investments, LLC | 2.02% | Add +10.0% | 94,658 | $6.4M |
| Capital Investment Advisors, LLC | 0.10% | Add +169.7% | 94,641 | $6.4M |
| Centurion Wealth Management LLC | 1.40% | Add +13.8% | 94,596 | $6.4M |
| Pointe Capital Management LLC | 3.15% | Add +1.6% | 94,354 | $6.3M |
| Armbruster Capital Management, Inc. | 1.05% | Reduce -0.9% | 93,449 | $6.3M |
| Braun-Bostich & Associates Inc. | 3.87% | Add +19.5% | 93,321 | $6.3M |
| M1 Capital Management LLC | 2.62% | Add +1.9% | 93,319 | $6.3M |
| Shared Vision Wealth Group LLC | 2.54% | Add +18.7% | 86,253 | $6.3M |
| Banco Santander, S.A. | 0.05% | New | 92,223 | $6.2M |
| Gladstone Institutional Advisory LLC | 0.23% | Add +7.6% | 91,967 | $6.2M |
| Lantz Financial LLC | 1.30% | Add +27.1% | 91,726 | $6.2M |
| Sapient Capital LLC | 0.09% | Add +67.8% | 91,007 | $6.1M |
| Capital Asset Advisory Services LLC | 0.24% | Add +53.8% | 86,701 | $6.1M |
| CarsonAllaria Wealth Management, Ltd. | 3.02% | Add +2.2% | 90,525 | $6.1M |
| Nations Financial Group Inc, /Ia/ | 0.32% | Add +1.6% | 90,280 | $6.1M |
| Savvy Advisors, Inc. | 0.20% | Add +87.2% | 90,144 | $6.1M |
| Global Wealth Management Investment Advisory, Inc. | 0.97% | Add +3.8% | 89,896 | $6.0M |
| Portfolio Resources Advisor Group, Inc. | 6.03% | — | 89,783 | $6.0M |
| Richard W. Paul & Associates, LLC | 2.00% | Add +4.4% | 89,653 | $6.0M |
| Lutz Financial Services LLC | 0.41% | Add +4.2% | 89,404 | $6.0M |
| Gateway Wealth Partners, LLC | 0.67% | Reduce -12.4% | 89,073 | $6.0M |
| OMNI 360 Wealth, Inc. | 3.06% | Add +12.9% | 84,512 | $6.0M |
| Mutual Advisors, LLC | 0.13% | Add +6.6% | 88,637 | $6.0M |
| Hancock Whitney Corp. | 0.11% | Reduce -2.2% | 88,584 | $6.0M |
| Bradley Foster & Sargent Inc. | 0.09% | Reduce -6.9% | 88,322 | $5.9M |
| Smithbridge Asset Management Inc. | 0.51% | Add +137.4% | 88,225 | $5.9M |
| Liquid Strategies, LLC | 1.29% | Add +6.0% | 87,860 | $5.9M |
| Emergent Wealth Advisors, LLC | 3.30% | Add +7.8% | 87,178 | $5.9M |
| J. R. Prunier Capital Management LLC | 2.43% | — | 86,920 | $5.8M |
| Marietta Wealth Management, LLC | 0.68% | Reduce -76.7% | 86,882 | $5.8M |
| Northwest Wealth Management, LLC | 0.91% | Add +16.0% | 86,202 | $5.8M |
| Sage Rhino Capital LLC | 1.09% | Reduce -6.3% | 86,183 | $5.8M |
| First Merchants Corp. | 0.21% | Add +1.3% | 86,136 | $5.8M |
| Frisco Financial Planning LLC | 4.81% | Add +3.5% | 85,658 | $5.8M |
| Defined Wealth Management, LLC | 3.31% | Reduce -0.1% | 85,412 | $5.7M |
| Evolution Wealth Advisors, LLC | 0.58% | Add +25.2% | 85,199 | $5.7M |
| Elevate Wealth Advisory, Inc. | 3.91% | Add +0.1% | 85,039 | $5.7M |
| Custos Family Office, LLC | 3.87% | Reduce -28.1% | 84,450 | $5.7M |
| Mechanics Financial Corp | 2.08% | Add +0.8% | 83,633 | $5.6M |
| Quattro Financial Advisors LLC | 1.67% | Reduce -9.0% | 83,458 | $5.6M |
| Sage Advisory Services, Ltd.Co. | 3.05% | Reduce -3.1% | 83,202 | $5.6M |
| Cornerstone Management, Inc. | 0.91% | Add +1.2% | 83,192 | $5.6M |
| Mosley Wealth Management | 2.56% | — | 83,086 | $5.6M |
| Greenspring Advisors, LLC | 0.34% | New | 82,810 | $5.6M |
| Harbour Capital Advisors, LLC | 1.13% | Reduce -0.3% | 80,577 | $5.6M |
| Hoxton Planning & Management, LLC | 1.65% | Add +17.4% | 82,336 | $5.5M |
| JSF Financial, LLC | 1.15% | Add +0.1% | 82,246 | $5.5M |
| Parr McKnight Wealth Management Group, LLC | 0.72% | Add +4.9% | 82,095 | $5.5M |
| Southern Capital Advisors, LLC | 2.54% | Reduce -1.7% | 81,934 | $5.5M |
| A4 Wealth Advisors LLC | 4.76% | Add +100.7% | 81,781 | $5.5M |
| Lake Street Private Wealth, LLC | 0.67% | Add +6.9% | 81,431 | $5.5M |
| Geneos Wealth Management Inc. | 0.13% | Add +7.9% | 81,312 | $5.5M |
| Scissortail Wealth Management, LLC | 1.24% | Reduce -0.8% | 81,126 | $5.5M |
| Tacita Capital Inc | 3.16% | Add +0.3% | 81,056 | $5.4M |
| James J. Burns & Company, LLC | 0.75% | Add +0.6% | 80,787 | $5.4M |
| Firethorn Wealth Partners, LLC | 2.02% | Add +1.1% | 80,511 | $5.4M |
| Verus Capital Partners, LLC | 0.36% | Add +14.3% | 80,325 | $5.4M |
| Life Planning Partners, Inc | 4.13% | Reduce -6.7% | 80,173 | $5.4M |
| PCM Encore, LLC | 1.14% | — | 79,682 | $5.4M |
| BCS Wealth Management | 0.54% | Add +86.0% | 79,371 | $5.3M |
| Integrated Advisors Network LLC | 0.24% | Reduce -2.9% | 79,199 | $5.3M |
| Nwam LLC | 0.30% | Reduce -16.6% | 73,073 | $5.3M |
| Asset Dedication, LLC | 0.35% | Reduce -1.6% | 78,716 | $5.3M |
| Daviman Financial, LLC | 3.09% | — | 78,358 | $5.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.63% | Add +118.0% | 78,187 | $5.3M |
| RFG Advisory, LLC | 0.10% | Add +29.1% | 77,931 | $5.2M |
| Sequent Planning LLC | 1.33% | Add +25.9% | 77,742 | $5.2M |
| Rothschild & Co Wealth Management UK Ltd | 0.08% | Add +63.1% | 77,701 | $5.2M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -5.5% | 77,614 | $5.2M |
| Willis Johnson & Associates, Inc. | 0.32% | Reduce -1.2% | 77,494 | $5.2M |
| Allie Family Office LLC | 2.43% | Add +0.2% | 77,475 | $5.2M |
| Steele Capital Management, Inc. | 0.22% | Add +4.0% | 77,124 | $5.2M |
| Shelter Mutual Insurance Co | 1.16% | No change | 77,114 | $5.2M |
| Myriad Asset Management US LP | 8.66% | Reduce -87.0% | 76,926 | $5.2M |
| Vericrest Private Wealth | 4.58% | — | 76,726 | $5.2M |
| Lifelong Wealth Advisors, Inc. | 1.37% | Reduce -0.1% | 76,416 | $5.1M |
| Rosenberg Matthew Hamilton | 1.06% | Add +2.2% | 76,376 | $5.1M |
| FAS Wealth Partners, Inc. | 0.33% | Reduce -2.3% | 76,058 | $5.1M |
| 5T Wealth, LLC | 2.04% | Add +15.2% | 75,944 | $5.1M |
| Arete Wealth Advisors, LLC | 0.35% | Reduce -0.9% | 75,483 | $5.1M |
| 2UniFi Bank | 2.40% | Add +1.8% | 75,278 | $5.1M |
| Ewa, LLC | 1.24% | Add +28.6% | 75,234 | $5.1M |
| Winthrop Capital Management, LLC | 1.18% | Reduce -4.1% | 75,167 | $5.1M |
| 10Elms LLP | 5.26% | Add +0.5% | 74,793 | $5.0M |
| Camelot Technology Advisors, Inc. | 3.78% | Add +10.1% | 74,706 | $5.0M |
| Signature Estate & Investment Advisors LLC | 0.10% | Add +11.7% | 74,172 | $5.0M |
| Cornerstone Planning Group LLC | 0.78% | Add +23.1% | 66,848 | $5.0M |
| Benjamin Edwards Inc. | 0.06% | Add +15.1% | 74,012 | $5.0M |
| Argent Trust Co | 0.17% | Add +28.7% | 73,969 | $5.0M |
| Earned Wealth Advisors, LLC | 0.35% | Add +616.5% | 73,657 | $5.0M |
| Capital Group Private Client Services, Inc. | 0.08% | Add +1.6% | 73,556 | $4.9M |
| Foundry Financial Group, Inc. | 2.46% | Add +3.3% | 73,189 | $4.9M |
| Avos Capital Management, LLC | 2.14% | Add +0.0% | 72,907 | $4.9M |
| J.W. Cole Advisors, Inc. | 0.12% | Reduce -3.1% | 78,731 | $4.9M |
| eCIO, Inc. | 2.26% | Add +38.6% | 72,136 | $4.8M |
| FWG Investments, LLC. | 3.09% | Reduce -21.6% | 72,088 | $4.8M |
| SBI Okasan Asset Management Co.Ltd. | 0.27% | — | 71,860 | $4.8M |
| Canopy Partners, LLC | 1.57% | Add +0.3% | 71,727 | $4.8M |
| Wetzel Investment Advisors, Inc. | 1.92% | Add +0.7% | 70,423 | $4.7M |
| Mma Asset Management LLC | 1.69% | Add +1.7% | 70,419 | $4.7M |
| Grand Wealth Management, LLC | 2.15% | Reduce -0.2% | 70,402 | $4.7M |
| Retirement Wealth Solutions LLC | 2.99% | Add +23.2% | 70,378 | $4.7M |
| Vance Wealth, LLC | 1.40% | Reduce -1.7% | 70,191 | $4.7M |
| NorthLanding Financial Partners, LLC | 3.78% | Add +0.9% | 70,050 | $4.7M |
| Morling Financial Advisors, LLC | 1.48% | Add +0.5% | 69,966 | $4.7M |
| Independent Financial Group, LLC | 0.10% | Add +12.3% | 69,694 | $4.7M |
| Smith Salley Wealth Management | 0.23% | Reduce 0.0% | 69,246 | $4.7M |
| First United Bank & Trust | 1.49% | Add +31.7% | 69,246 | $4.7M |
| Beacon Bank & Trust | 0.94% | Add +6.3% | 69,212 | $4.7M |
| Legacy Edge Advisors, LLC | 0.51% | Add +15.4% | 68,858 | $4.6M |
| AtlasMark Financial, Inc | 2.98% | Add +2.7% | 68,539 | $4.6M |
| Astra Wealth Partners LLC | 2.81% | Add +3.9% | 68,499 | $4.6M |
| Turtle Creek Wealth Advisors, LLC | 0.36% | Add +13.3% | 68,300 | $4.6M |
| Crewe Advisors LLC | 0.41% | Add +4.4% | 68,052 | $4.6M |
| CENTRAL TRUST Co | 0.09% | Add +49.2% | 67,955 | $4.6M |
| PW Nova Financial Services LLC | 1.72% | — | 66,007 | $4.6M |
| Arbor Investment Advisors, LLC | 0.60% | Reduce -1.0% | 67,667 | $4.5M |
| DecisionMap Wealth Management, LLC | 2.79% | Add +5.1% | 67,437 | $4.5M |
| Caliber Wealth Management, LLC / KS | 0.49% | Add +6.2% | 67,137 | $4.5M |
| Advus Financial Partners, LLC | 1.09% | Add +5.2% | 67,073 | $4.5M |
| United Advisor Group, LLC | 0.58% | Add +3.1% | 66,987 | $4.5M |
| LifePlan Investment Advisors, Inc. | 1.83% | Reduce -32.4% | 66,897 | $4.5M |
| King Wealth Management Group | 0.54% | Add +1.9% | 66,638 | $4.5M |
| Element Wealth, LLC | 1.85% | Add +3.1% | 66,625 | $4.5M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.33% | Reduce -0.6% | 66,524 | $4.5M |
| River's Edge Wealth Management, LLC | 4.36% | — | 59,564 | $4.5M |
| D.A. Davidson & Co. | 0.03% | Add +3.2% | 66,242 | $4.5M |
| Dravo Bay LLC | 1.85% | Reduce -1.5% | 66,220 | $4.5M |
| Plancorp, LLC | 0.13% | Add +1.4% | 66,211 | $4.5M |
| Rodgers & Associates, LTD | 0.45% | Reduce -2.5% | 65,829 | $4.4M |
| Stone Summit Wealth LLC | 1.19% | Add +8.8% | 65,154 | $4.4M |
| Hopwood Nicholas Hunter | 1.42% | — | 65,011 | $4.4M |
| Charles Schwab Trust Co | 0.29% | Add +0.0% | 65,003 | $4.4M |
| Aerodigm Wealth, LLC | 1.69% | Reduce -1.8% | 64,940 | $4.4M |
| Curry Webb Wealth Management LLC | 2.16% | — | 64,811 | $4.4M |
| Minot DeBlois Advisors LLC | 3.91% | Reduce -2.7% | 64,711 | $4.3M |
| New Hampshire Trust | 0.85% | Reduce -12.1% | 64,640 | $4.3M |
| North Star Asset Management Inc. | 0.17% | Add +3.2% | 64,193 | $4.3M |
| Invera Wealth Advisors, LLC | 2.72% | Reduce -6.7% | 63,992 | $4.3M |
| Intergy Private Wealth, LLC | 1.28% | Add +0.3% | 63,361 | $4.3M |
| CreativeOne Wealth, LLC | 0.10% | Add +0.4% | 62,623 | $4.2M |
| Fifth Third Securities, Inc. | 0.28% | Add +9.3% | 62,567 | $4.2M |
| Nova R Wealth, Inc. | 1.52% | Reduce -5.2% | 62,125 | $4.2M |
| Tradition Wealth Management, LLC | 0.30% | Add +0.1% | 61,887 | $4.2M |
| Asset Allocation Strategies LLC | 0.77% | Add +10.5% | 61,825 | $4.2M |
| Leavell Investment Management, Inc. | 0.17% | Add +4.0% | 61,695 | $4.1M |
| Cranbrook Wealth Management, LLC | 0.82% | Reduce -3.3% | 61,502 | $4.1M |
| First Heartland Consultants, Inc. | 0.31% | Add +71.0% | 61,360 | $4.1M |
| Elmwood Wealth Management, Inc. | 1.29% | Add +7.5% | 60,849 | $4.1M |
| CIBC Private Wealth Group LLC | 0.01% | Add +30.4% | 60,398 | $4.1M |
| RCS Financial Planning, LLC | 1.74% | Add +28.7% | 60,191 | $4.0M |
| South Plains Financial, Inc. | 2.41% | Add +0.5% | 60,184 | $4.0M |
| EPG Wealth Management LLC | 1.09% | Add +0.1% | 60,147 | $4.0M |
| Islay Capital Management, LLC | 2.39% | Reduce -14.0% | 60,033 | $4.0M |
| Cordgrass Capital Advisors, LLC | 0.97% | Reduce -4.7% | 59,899 | $4.0M |
| Range Advisory, LLC | 1.03% | — | 59,655 | $4.0M |
| HUB Investment Partners, LLC | 0.11% | Reduce -11.6% | 59,062 | $4.0M |
| Barnes Wealth Management Group, Inc | 2.11% | Add +24.0% | 58,590 | $3.9M |
| Cyndeo Wealth Partners, LLC | 0.21% | Add +13.2% | 58,306 | $3.9M |
| Koesten, Hirschmann & Crabtree, INC. | 1.92% | Reduce -4.3% | 58,133 | $3.9M |
| Walker Financial Services, Inc. | 1.41% | Add +49.1% | 57,956 | $3.9M |
| Cypress Financial Planning LLC | 1.09% | Add +5.2% | 57,698 | $3.9M |
| Absolute Capital Management, LLC | 1.42% | Add +88.0% | 57,827 | $3.9M |
| Bryn Mawr Trust Advisors, LLC | 0.19% | Add +6.6% | 57,727 | $3.9M |
| Princeton Global Asset Management LLC | 0.62% | Add +1.2% | 56,815 | $3.8M |
| Pembroke Management, LTD | 0.39% | Reduce -2.0% | 56,439 | $3.8M |
| Private Trust Co. NA | 0.33% | Add +7.3% | 56,391 | $3.8M |
| 4Thought Financial Group Inc. | 1.88% | Reduce -10.2% | 56,378 | $3.8M |
| Alterna Wealth Management, Inc. | 3.15% | Add +68.6% | 56,178 | $3.8M |
| CoreFirst Bank & Trust | 2.04% | Reduce -5.9% | 56,001 | $3.8M |
| Diversified Enterprises, LLC | 0.22% | Add +9.4% | 55,367 | $3.7M |
| Sweeney & Michel, LLC | 1.10% | Reduce -1.1% | 49,201 | $3.7M |
| Kingsview Wealth Management, LLC | 0.05% | Add +133.5% | 54,806 | $3.7M |
| Compound Planning, Inc. | 0.11% | Reduce -2.2% | 54,680 | $3.7M |
| Commonwealth Retirement Investments LLC | 1.18% | Add +34.2% | 54,631 | $3.7M |
| Circle Wealth Management, LLC | 0.06% | No change | 54,547 | $3.7M |
| Timmons Wealth Management, LLC | 3.59% | — | 54,337 | $3.7M |
| Sunburst Financial Group, LLC | 0.74% | Reduce -0.4% | 54,121 | $3.6M |
| Orrstown Financial Services Inc. | 0.61% | Add +8.2% | 54,029 | $3.6M |
| Laurel Oak Wealth Management, LLC | 0.61% | — | 53,868 | $3.6M |
| TBH Global Asset Management, LLC | 0.60% | Add +58.7% | 53,843 | $3.6M |
| Theory Financial LLC | 1.22% | Add +1.8% | 49,824 | $3.6M |
| Western Wealth Management, LLC | 0.17% | Add +73.5% | 53,737 | $3.6M |
| Lam Group, Inc. | 2.06% | No change | 53,565 | $3.6M |
| Hollencrest Capital Management | 0.12% | Add +5.9% | 53,563 | $3.6M |
| AA Financial Advisors, LLC | 0.66% | Add +13.2% | 53,430 | $3.6M |
| IHT Wealth Management, LLC | 0.09% | Add +35.3% | 53,259 | $3.6M |
| Transcend Capital Advisors, LLC | 0.28% | Reduce -8.7% | 53,037 | $3.6M |
| Blalock Williams, LLC | 2.85% | Add +30.9% | 52,888 | $3.6M |
| Falcon Wealth Planning | 0.30% | Reduce -1.6% | 52,519 | $3.5M |
| JGP Wealth Management, LLC | 0.37% | Add +7.3% | 52,412 | $3.5M |
| Westside Investment Management, Inc. | 0.56% | Add +1.5% | 52,168 | $3.5M |
| SOL Capital Management CO | 0.31% | Reduce -2.5% | 52,080 | $3.5M |
| Motive Wealth Advisors | 1.48% | Reduce -2.4% | 51,864 | $3.5M |
| FFG Retirement Advisors LLC | 2.16% | Reduce -10.4% | 51,794 | $3.5M |
| ARK & TLK Investments, LLC | 0.96% | Add +149.5% | 51,704 | $3.5M |
| Rf&l Wealth Management, LLC | 1.94% | Add +0.3% | 51,487 | $3.5M |
| First Manhattan Co. Llc. | 0.01% | Reduce -3.7% | 51,017 | $3.4M |
| Box Hill Private Wealth LLC | 3.47% | — | 50,963 | $3.4M |
| Atlas Capital Advisors Inc. | 0.38% | — | 50,819 | $3.4M |
| Apollon Financial, LLC | 0.50% | Add +29.2% | 50,814 | $3.4M |
| BridgePort Financial Solutions, LLC | 0.92% | Add +13.7% | 50,808 | $3.4M |
| Coppell Advisory Solutions LLC | 0.33% | Add +27.8% | 50,182 | $3.4M |
| Empower Advisory Group, LLC | 0.01% | Reduce -9.1% | 50,145 | $3.4M |
| Okabena Investment Services Inc. | 0.64% | Add +29.8% | 49,866 | $3.4M |
| Genesis Private Wealth, LLC | 1.03% | New | 49,356 | $3.3M |
| Heritage Financial Services, LLC | 0.28% | Reduce -10.8% | 49,274 | $3.3M |
| Old National Bancorp | 0.06% | Reduce -1.5% | 49,262 | $3.3M |
| M Holdings Securities, Inc. | 0.24% | New | 49,148 | $3.3M |
| Prospera Financial Services Inc | 0.05% | Add +7.1% | 49,052 | $3.3M |
| Eldridge Investment Advisors, Inc. | 0.72% | Add +6.5% | 48,789 | $3.3M |
| Disciplined Investments, LLC | 1.26% | Reduce -2.7% | 48,706 | $3.3M |
| Strategy Asset Managers LLC | 0.53% | Add +25.6% | 48,378 | $3.3M |
| HB Wealth Management, LLC | 0.02% | Reduce -2.9% | 48,197 | $3.2M |
| NBT Bank, N.A. | 0.21% | Reduce -3.2% | 47,116 | $3.2M |
| Oregon Pacific Wealth Management, LLC | 3.30% | Add +13.9% | 47,532 | $3.2M |
| Park Place Capital Corp | 0.66% | Add +17.4% | 47,460 | $3.2M |
| Unique Wealth Strategies, LLC | 1.25% | Reduce -6.2% | 47,248 | $3.2M |
| Fidelis Capital Partners, LLC | 0.23% | Add +8.1% | 47,210 | $3.2M |
| BCU Wealth Advisors, LLC | 1.21% | Add +29.6% | 47,073 | $3.2M |
| MIdWestOne Financial Group, Inc. | 0.35% | Reduce -3.7% | 46,988 | $3.2M |
| Journey Strategic Wealth LLC | 0.08% | Add +19.1% | 46,972 | $3.2M |
| Avior Wealth Management, LLC | 0.10% | Reduce -0.1% | 46,912 | $3.2M |
| Redhawk Wealth Advisors, Inc. | 0.35% | Add +9.3% | 46,731 | $3.1M |
| Cordant, Inc. | 1.31% | Reduce -4.8% | 46,639 | $3.1M |
| Diversified Portfolios, Inc. | 0.26% | Add +9.2% | 46,455 | $3.1M |
| SlateStone Wealth, LLC | 0.26% | Add +5.3% | 46,388 | $3.1M |
| TFB Advisors LLC | 0.86% | Reduce -2.0% | 46,022 | $3.1M |
| Trevian Wealth Management LLC | 1.47% | Add +39.2% | 46,020 | $3.1M |
| Vantage Point Financial LLC | 1.11% | Add +58.6% | 46,014 | $3.1M |
| Meramec Financial Planners, LLC | 1.20% | — | 41,767 | $3.1M |
| EverSource Wealth Advisors, LLC | 0.11% | Reduce -0.0% | 45,727 | $3.1M |
| Mann Financial Group, Inc. | 2.95% | Reduce -3.9% | 45,444 | $3.1M |
| Good Steward Wealth Advisors,LLC | 2.01% | Add +14.0% | 45,315 | $3.0M |
| Zuckerman Investment Group, LLC | 0.27% | Add +1.6% | 45,255 | $3.0M |
| Wedbush Securities Inc. | 0.09% | Add +17.0% | 45,108 | $3.0M |
| Traveka Wealth, LLC | 1.22% | Add +5.4% | 44,737 | $3.0M |
| Rathbones Group PLC | 0.01% | Add +14.3% | 44,653 | $3.0M |
| Jaffetilchin Investment Partners, LLC | 0.18% | Add +6.0% | 44,581 | $3.0M |
| Norris Perne & French LLP | 0.20% | Add +2.6% | 44,540 | $3.0M |
| Stock Yards Bank & Trust Co. | 0.09% | Add +5.8% | 44,519 | $3.0M |
| DDFG, Inc | 0.65% | Add +6.5% | 44,392 | $3.0M |
| Great Valley Advisor Group, Inc. | 0.06% | Add +12.4% | 43,934 | $3.0M |
| TritonPoint Partners, LLC | 1.57% | — | 43,754 | $2.9M |
| Endowment Wealth Management, Inc. | 1.35% | Reduce -27.2% | 43,682 | $2.9M |
| Wealth Dimensions Group, Ltd. | 0.58% | Add +0.1% | 43,677 | $2.9M |
| Capital Investment Advisory Services, LLC | 0.21% | Add +3.3% | 43,632 | $2.9M |
| Redwood Investment Management, LLC | 0.33% | Add +4.8% | 43,547 | $2.9M |
| Vertex Planning Partners, LLC | 0.68% | Reduce -6.5% | 43,292 | $2.9M |
| Elyxium Wealth, LLC | 0.80% | Add +1.5% | 42,999 | $2.9M |
| Alpha Omega Wealth Management LLC | 0.48% | Reduce -0.1% | 42,733 | $2.9M |
| Baron Financial Group, LLC | 1.52% | Reduce -4.0% | 42,290 | $2.8M |
| Sepio Capital, LP | 0.15% | Add +1.1% | 42,090 | $2.8M |
| WESCAP Management Group, Inc. | 0.57% | Add +1.2% | 41,857 | $2.8M |
| J.M. Arbour, LLC | 2.80% | — | 41,798 | $2.8M |
| Continuum Advisory, LLC | 0.28% | Add +3.4% | 41,675 | $2.8M |
| Level Four Advisory Services, LLC | 0.09% | Add +19.5% | 41,625 | $2.8M |
| Keel Point, LLC | 0.17% | Add +2.1% | 41,497 | $2.8M |
| Sovereign Financial Group, Inc. | 0.50% | Add +16.1% | 41,491 | $2.8M |
| Valmark Advisers, Inc. | 0.03% | Add +129.1% | 41,391 | $2.8M |
| Chris Bulman Inc | 1.23% | Add +4.8% | 41,287 | $2.8M |
| Lodestar Private Asset Management LLC | 0.28% | Add +8.8% | 40,958 | $2.8M |
| Forbes Financial Planning, Inc. | 1.61% | Add +206.0% | 40,939 | $2.8M |
| OneAscent Financial Services LLC | 0.25% | Add +8.9% | 40,865 | $2.7M |
| Capital Asset Managemnet, LLC | 3.04% | — | 39,667 | $2.7M |
| Continental Advisors LLC | 1.78% | No change | 40,800 | $2.7M |
| Rialto Wealth Management, LLC | 0.66% | Add +8.4% | 40,768 | $2.7M |
| Amara Financial, Llc. | 1.90% | Add +59.7% | 40,749 | $2.7M |
| Red Tortoise LLC | 1.17% | Add +1.1% | 40,450 | $2.7M |
| MV Capital Management, Inc. | 0.26% | Add +11.0% | 40,361 | $2.7M |
| Mycio Wealth Partners, LLC | 0.56% | Add +0.7% | 40,264 | $2.7M |
| Moors & Cabot, Inc. | 0.12% | Add +15.3% | 40,176 | $2.7M |
| WealthPLAN Partners, LLC | 0.40% | Add +15.5% | 39,827 | $2.7M |
| Arwa LLC | 1.56% | — | 39,772 | $2.7M |
| Voya Investment Management LLC | 0.00% | New | 39,705 | $2.7M |
| Capital Investment Management, Inc. | 0.93% | — | 39,609 | $2.7M |
| Stokes Family Office, LLC | 0.24% | Add +7.2% | 39,550 | $2.7M |
| Summit Wealth Group LLC / Co. | 0.35% | Add +1532.7% | 39,380 | $2.6M |
| ORG Partners LLC | 0.47% | Add +57.9% | 39,089 | $2.6M |
| Headinvest, LLC | 0.52% | Add +1.3% | 39,078 | $2.6M |
| Dynamic Advisor Solutions LLC | 0.08% | Add +0.1% | 39,005 | $2.6M |
| Richmond Investment Services, LLC | 0.45% | Add +17.3% | 38,825 | $2.6M |
| Aureum Wealth Management, LLC | 2.40% | — | 38,482 | $2.6M |
| Darrow Company, Inc. | 1.16% | Add +5.0% | 38,420 | $2.6M |
| Sankala Group LLC | 2.06% | — | 33,530 | $2.6M |
| WealthPoint Financial, LLC | 2.24% | — | 38,267 | $2.6M |
| Spartan Planning & Wealth Management | 1.89% | Add +19.2% | 38,189 | $2.6M |
| Bush Investment Group, LLC | 1.44% | Reduce -0.8% | 38,188 | $2.6M |
| QRG Capital Management, Inc. | 0.03% | Add +13.3% | 38,079 | $2.6M |
| Busey Bank | 0.07% | Add +13.2% | 37,828 | $2.5M |
| Choate Investment Advisors | 0.05% | Reduce -5.9% | 37,779 | $2.5M |
| Pinnacle Associates Ltd. | 0.03% | Reduce -0.8% | 37,694 | $2.5M |
| Vilga Financial Planning LLC | 2.40% | — | 37,310 | $2.5M |
| Ellevest, Inc. | 0.35% | Add +8.4% | 37,205 | $2.5M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -84.6% | 37,196 | $2.5M |
| Integrity Advisory Solutions, LLC | 0.36% | Add +50.4% | 37,021 | $2.5M |
| Beto Financial Group, LLC | 1.68% | — | 34,170 | $2.5M |
| Centaurus Financial, Inc. | 0.11% | Reduce -2.0% | 36,695 | $2.5M |
| Gryphon Financial Partners LLC | 0.26% | Add +6.0% | 36,690 | $2.5M |
| Magnolia Capital Advisors LLC | 0.52% | Add +17.0% | 36,641 | $2.5M |
| Center For Asset Management LLC | 1.28% | Add +3.2% | 36,547 | $2.5M |
| Wick Capital Partners, LLC | 0.44% | Add +8.9% | 15,105 | $2.4M |
| Raleigh Capital Management Inc. | 0.88% | Add +24.9% | 36,232 | $2.4M |
| Squarepoint Ops LLC | 0.00% | Reduce -61.0% | 36,114 | $2.4M |
| Vanguard Group Inc. | 0.00% | Add +4.5% | 36,083 | $2.4M |
| Richardson Financial Services Inc. | 0.78% | Reduce -7.6% | 36,146 | $2.4M |
| Founders Grove Wealth Partners, LLC | 0.54% | Reduce -1.3% | 35,783 | $2.4M |
| Precision Wealth Strategies, LLC | 0.78% | Reduce -15.4% | 35,764 | $2.4M |
| MidFirst Bank | 0.19% | — | 35,457 | $2.4M |
| PFG Investments, LLC | 0.11% | Add +16.7% | 35,305 | $2.4M |
| Nilsine Partners, LLC | 0.21% | Add +10.3% | 35,295 | $2.4M |
| Verus Wealth Management, LLC | 2.20% | Reduce -2.8% | 35,165 | $2.4M |
| Allstreet Capital Advisors LLC | 1.71% | — | 35,106 | $2.4M |
| Cooper Financial Group | 0.25% | Add +70.8% | 35,066 | $2.4M |
| Accurate Wealth Management, LLC | 0.30% | Reduce -1.8% | 33,647 | $2.4M |
| Eight 31 Financial, LLC | 1.29% | Add +0.7% | 35,007 | $2.4M |
| Fulton Bank, N.A. | 0.08% | Add +83.8% | 34,983 | $2.4M |
| Thrive Wealth Management, LLC | 0.35% | Reduce -3.9% | 34,964 | $2.4M |
| Victory Financial Group, LLC | 0.29% | New | 34,807 | $2.3M |
| First National Trust Co | 0.08% | Add +10.2% | 34,803 | $2.3M |
| Concorde Asset Management, LLC | 0.93% | Add +13.4% | 34,753 | $2.3M |
| WealthCare Investment Partners, LLC | 0.68% | Add +1.7% | 33,730 | $2.3M |
| Parcion Private Wealth LLC | 0.14% | Add +5.8% | 34,616 | $2.3M |
| Granville Capital, Inc. | 1.23% | — | 34,609 | $2.3M |
| Woodmont Investment Counsel LLC | 0.14% | Reduce -3.4% | 34,035 | $2.3M |
| Inman Jager Wealth Management, LLC | 1.40% | Add +14.2% | 34,018 | $2.3M |
| Parkside Financial Bank & Trust | 0.17% | Add +3.4% | 34,008 | $2.3M |
| Berman McAleer LLC | 0.31% | Reduce -0.2% | 33,918 | $2.3M |
| Arax Advisory Partners | 0.07% | New | 33,787 | $2.3M |
| High Net Worth Advisory Group LLC | 0.52% | Add +1.4% | 33,707 | $2.3M |
| Procyon Advisors, LLC | 0.11% | Add +6.0% | 33,679 | $2.3M |
| Fiduciary Group, LLC | 0.19% | Add +0.7% | 33,565 | $2.3M |
| Shufro Rose & Co. LLC | 0.15% | Add +34.1% | 33,479 | $2.3M |
| LJI Wealth Management, LLC | 0.34% | Add +199.3% | 33,439 | $2.2M |
| Chatterton & Associates Inc. | 1.92% | — | 33,398 | $2.2M |
| ONE Advisory Partners, LLC | 0.67% | Add +14.8% | 33,226 | $2.2M |
| TRUE Private Wealth Advisors | 0.22% | Add +0.0% | 33,187 | $2.2M |
| Chicago Partners Investment Group LLC | 0.06% | Add +13.4% | 30,799 | $2.2M |
| Van Cleef Asset Management,Inc | 0.23% | Reduce -13.9% | 33,142 | $2.2M |
| Quartz Partners, LLC | 0.83% | Add +9.8% | 33,041 | $2.2M |
| Symphony Financial, Ltd. Co. | 0.30% | Reduce -64.7% | 33,001 | $2.2M |
| WealthTrak Capital Management LLC | 1.59% | Add +7.0% | 32,949 | $2.2M |
| SOA Wealth Advisors, LLC. | 0.36% | Add +0.7% | 146,108 | $2.2M |
| Freestone Capital Holdings, LLC | 0.07% | Reduce -1.9% | 32,859 | $2.2M |
| Harbour Investments, Inc. | 0.04% | Reduce -2.1% | 32,751 | $2.2M |
| W Advisors, LLC | 1.11% | Add +26.9% | 32,706 | $2.2M |
| MKD Wealth Coaches, LLC | 2.19% | Reduce -2.5% | 32,648 | $2.2M |
| JT Stratford LLC | 0.28% | Add +161.9% | 32,628 | $2.2M |
| Joel Adams & Associates, Inc. | 1.63% | Add +1.2% | 32,337 | $2.2M |
| Moneywise, Inc. | 0.90% | Add +761.2% | 32,087 | $2.2M |
| Yukon Wealth Management, Inc. | 1.24% | Add +18.8% | 29,806 | $2.2M |
| DAVENPORT & Co LLC | 0.01% | Add +31.2% | 32,002 | $2.2M |
| Napier Financial, LLC | 0.54% | — | 31,912 | $2.1M |
| Matters Capital LLC | 1.75% | — | 31,786 | $2.1M |
| Signal Advisors Wealth, LLC | 0.17% | Reduce -1.1% | 31,708 | $2.1M |
| Amitell Capital Pte Ltd | 2.38% | New | 31,616 | $2.1M |
| Wealth Quarterback LLC | 0.76% | Add +2.4% | 31,596 | $2.1M |
| MMBG Investment Advisors Co. | 0.18% | Add +19.6% | 31,550 | $2.1M |
| Hudson Oak Wealth Advisory LLC | 1.86% | — | 31,301 | $2.1M |
| Chesley Taft & Associates LLC | 0.08% | Reduce -2.8% | 31,155 | $2.1M |
| Calamos Wealth Management LLC | 0.07% | Add +1.2% | 30,978 | $2.1M |
| Krilogy Financial LLC | 0.07% | Reduce -18.7% | 28,626 | $2.1M |
| Curtis Wealth Management LLC | 1.81% | — | 28,609 | $2.1M |
| MSH Capital Advisors LLC | 0.44% | Add +4.7% | 30,806 | $2.1M |
| Larson Financial Group LLC | 0.07% | Add +7.4% | 30,709 | $2.1M |
| Vantus Wealth LLC | 1.52% | — | 30,704 | $2.1M |
| Jordan Park Trust Co LLC | 1.40% | Reduce -16.1% | 30,509 | $2.1M |
| FFT Wealth Management LLC | 0.39% | Add +1.2% | 30,487 | $2.0M |
| Legacy Bridge, LLC | 0.83% | Add +32.1% | 30,418 | $2.0M |
| REDW Wealth LLC | 0.78% | Reduce -3.3% | 30,363 | $2.0M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -60.6% | 30,342 | $2.0M |
| Variant Private Wealth, LLC | 2.10% | Reduce -55.8% | 30,136 | $2.0M |
| Lloyd Advisory Services, LLC. | 0.78% | Reduce -19.4% | 30,045 | $2.0M |
| Tru Independence Asset Management 2, LLC | 1.26% | Add +26.8% | 29,976 | $2.0M |
| Corsicana & Co. | 1.13% | Reduce -3.1% | 29,918 | $2.0M |
| Tanager Wealth Management LLP | 0.20% | Add +2.4% | 29,814 | $2.0M |
| Boyd Wealth Management, LLC | 0.85% | Add +1.6% | 29,811 | $2.0M |
| Keystone Wealth Services, LLC | 0.42% | Add +6.4% | 29,752 | $2.0M |
| Edgestream Partners, L.P. | 0.06% | New | 29,738 | $2.0M |
| Venture Visionary Partners LLC | 0.06% | Add +9.4% | 29,360 | $2.0M |
| Clayton Financial Group LLC | 1.00% | Add +6.3% | 29,298 | $2.0M |
| 1900 Wealth Management LLC | 0.13% | Reduce -4.1% | 29,262 | $2.0M |
| Strategic Financial Planning, Inc. | 1.12% | Reduce -0.3% | 29,231 | $2.0M |
| Key Capital Management, INC | 1.94% | — | 29,174 | $2.0M |
| F/m Investments LLC | 0.07% | Reduce -2.1% | 28,964 | $1.9M |
| ABLE Financial Group, LLC | 0.40% | Reduce -3.1% | 28,932 | $1.9M |
| XY Planning Network, Inc. | 0.34% | New | 28,931 | $1.9M |
| Tyche Wealth Partners LLC | 0.31% | Add +11.6% | 28,907 | $1.9M |
| Navis Wealth Advisors, LLC | 0.82% | New | 28,905 | $1.9M |
| SC&H Financial Advisors, Inc. | 0.30% | Add +1.3% | 28,813 | $1.9M |
| TFO Wealth Partners, LLC | 0.29% | Add +0.7% | 28,610 | $1.9M |
| Puff Wealth Management, LLC | 2.48% | Add +53.1% | 27,837 | $1.9M |
| Legacy PCG, LLC | 1.19% | Reduce -7.3% | 28,475 | $1.9M |
| Heritage Family Offices, LLP | 0.87% | Add +18.8% | 28,464 | $1.9M |
| BlueSky Wealth Advisors, LLC | 0.25% | Reduce -1.8% | 28,449 | $1.9M |
| Principal Financial Group Inc. | 0.00% | Add +2.1% | 28,398 | $1.9M |
| Clear Retirement Advice LLC | 1.47% | — | 26,346 | $1.9M |
| Auxano Advisors, LLC | 0.37% | Reduce -0.1% | 27,673 | $1.9M |
| Cornerstone Advisory, LLC | 0.18% | Reduce -1.6% | 27,516 | $1.8M |
| Blue Fin Capital, Inc. | 0.28% | Add +42.8% | 27,077 | $1.8M |
| Ade, LLC | 0.87% | Add +5.7% | 26,824 | $1.8M |
| Colonial Trust Co / SC | 0.24% | Add +9.7% | 26,715 | $1.8M |
| Atlatl Advisers LLC | 0.69% | Add +41.4% | 26,702 | $1.8M |
| Aprio Wealth Management, LLC | 0.10% | Add +1.8% | 26,633 | $1.8M |
| Tolleson Wealth Management, Inc. | 0.26% | Add +32.9% | 26,615 | $1.8M |
| Occidental Asset Management, LLC | 0.21% | Reduce -4.6% | 26,572 | $1.8M |
| Carrera Capital Advisors | 0.30% | Add +1.2% | 26,367 | $1.8M |
| Cullen/Frost Bankers, Inc. | 0.02% | Add +1.0% | 26,355 | $1.8M |
| Financial Counselors Inc. | 2.45% | Reduce -4.2% | 26,262 | $1.8M |
| Accelerate Investment Advisors LLC | 1.19% | Add +23.6% | 26,166 | $1.8M |
| Integrated Wealth Management | 1.97% | — | 26,123 | $1.8M |
| Seldon Capital LP | 0.61% | No change | 26,019 | $1.7M |
| VanderPol Investments L.L.C. | 3.34% | Add +5.0% | 26,011 | $1.7M |
| Diversified Trust Co. | 0.03% | Add +12.6% | 25,993 | $1.7M |
| Balefire, LLC | 0.34% | Reduce -3.9% | 25,835 | $1.7M |
| Spinnaker Trust | 0.09% | Reduce -2.1% | 25,803 | $1.7M |
| Bahl & Gaynor LLC | 0.01% | Add +1.4% | 25,787 | $1.7M |
| LVZ, Inc. | 0.19% | Reduce -12.6% | 25,749 | $1.7M |
| Wilmington Savings Fund Society, FSB | 0.04% | Add +51.3% | 25,686 | $1.7M |
| Trivium Point Advisory, LLC | 0.17% | Add +40.2% | 25,661 | $1.7M |
| Investor's Fiduciary Advisor Network, LLC | 0.37% | Add +36.8% | 25,617 | $1.7M |
| Stonehearth Capital Management, LLC | 0.63% | Reduce -0.3% | 25,519 | $1.7M |
| Arcus Capital Partners, LLC | 0.61% | Add +1.0% | 25,441 | $1.7M |
| Verdence Capital Advisors LLC | 0.10% | Add +1.5% | 25,437 | $1.7M |
| K2 Financial Inc. | 1.32% | Add +0.3% | 24,410 | $1.7M |
| Riverwater Partners LLC | 0.66% | Add +176.8% | 25,324 | $1.7M |
| JMG Financial Group, Ltd. | 0.05% | Reduce -8.2% | 25,299 | $1.7M |
| PUREfi Wealth, LLC | 1.30% | Add +9.7% | 25,221 | $1.7M |
| Maripau Wealth Management LLC | 0.78% | Add +19.0% | 25,148 | $1.7M |
| Unify Financial Advisors | 1.77% | — | 25,140 | $1.7M |
| Clearbridge Investments, LLC | 0.00% | Add +722.5% | 25,119 | $1.7M |
| LPWM LLC | 0.42% | Add +11.9% | 24,996 | $1.7M |
| Two West Capital Advisors LLC | 0.98% | Add +38.2% | 24,972 | $1.7M |
| Headlands Technologies LLC | 0.14% | New | 24,919 | $1.7M |
| B&D White Capital Company, LLC | 0.19% | Add +12.3% | 24,839 | $1.7M |
| Conrad Siegel Investment Advisors, Inc. | 0.32% | Add +6.4% | 24,721 | $1.7M |
| Transamerica Financial Advisors, LLC | 0.14% | Add +142.8% | 24,656 | $1.7M |
| Fortis Advisors, LLC | 0.91% | Add +13.8% | 24,600 | $1.7M |
| American State Bank (Iowa) | 0.79% | No change | 24,576 | $1.7M |
| Jacobi Capital Management LLC | 0.10% | Reduce -2.4% | 24,440 | $1.6M |
| Yeomans Consulting Group, Inc. | 0.48% | New | 24,418 | $1.6M |
| Serenity Investment Advisors | 0.95% | — | 23,268 | $1.6M |
| Strive Financial Group ,LLC | 0.86% | — | 24,113 | $1.6M |
| Arcadia Wealth Management, LLC | 0.60% | Reduce -14.2% | 24,059 | $1.6M |
| IFC Advisors LLC | 0.24% | Add +0.2% | 24,023 | $1.6M |
| Roble, Belko & Company, Inc | 0.21% | Add +0.0% | 24,007 | $1.6M |
| Argent Advisors, Inc. | 0.45% | Add +2.8% | 23,994 | $1.6M |
| Kingswood Wealth Advisors, LLC | 0.08% | Reduce -1.4% | 23,852 | $1.6M |
| LaSalle St. Investment Advisors, LLC | 0.26% | Add +78.4% | 23,825 | $1.6M |
| Essential Planning, LLC. | 0.51% | Add +37.0% | 23,767 | $1.6M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.33% | Add +1.3% | 23,534 | $1.6M |
| Essential Partners LLC | 0.49% | Add +8.9% | 23,497 | $1.6M |
| Lanark Financial, Inc. | 0.12% | Add +9.3% | 23,382 | $1.6M |
| Squire Investment Management Company, LLC | 0.47% | Reduce -11.5% | 23,295 | $1.6M |
| Garde Capital, Inc. | 0.09% | Reduce -7.3% | 23,269 | $1.6M |
| Heritage Trust Co | 0.16% | Reduce -1.4% | 23,248 | $1.6M |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.12% | Reduce -0.4% | 23,224 | $1.6M |
| Morris Financial Concepts, Inc. | 0.54% | Add +0.5% | 23,049 | $1.5M |
| SIH Partners, LLLP | 0.09% | New | 23,000 | $1.5M |
| Cove Private Wealth, LLC | 0.46% | No change | 22,888 | $1.5M |
| Tocqueville Asset Management L.P. | 0.02% | Reduce -1.1% | 22,879 | $1.5M |
| Veracity Capital LLC | 0.45% | Add +13.0% | 22,800 | $1.5M |
| Merkkuri Wealth Advisors LLC | 1.04% | Reduce -4.9% | 22,743 | $1.5M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +52.5% | 22,742 | $1.5M |
| Clark Capital Management Group, Inc. | 0.01% | Add +31.4% | 22,708 | $1.5M |
| Goldstein Advisors, LLC | 0.17% | Add +2.4% | 22,586 | $1.5M |
| Inspire Advisors, LLC | 0.14% | Add +34.2% | 22,536 | $1.5M |
| Moody National Bank Trust Division | 0.15% | No change | 22,514 | $1.5M |
| Sherman Wealth Management LLC | 1.31% | — | 22,506 | $1.5M |
| CogentBlue Wealth Advisors, LLC | 1.03% | Reduce -31.0% | 22,443 | $1.5M |
| Clearview Wealth Advisors LLC | 0.95% | Reduce -15.6% | 22,366 | $1.5M |
| Professional Financial Advisors, LLC | 0.31% | Add +10.9% | 22,232 | $1.5M |
| GWN Securities Inc. | 0.30% | Add +11.2% | 22,154 | $1.5M |
| Silvercrest Asset Management Group LLC | 0.01% | Reduce -5.5% | 22,139 | $1.5M |
| Cambient Family Office, LLC | 0.21% | — | 21,884 | $1.5M |
| Sensible Money, LLC | 0.47% | Reduce -0.3% | 21,825 | $1.5M |
| 3EDGE Asset Management, LP | 0.08% | Add +1.3% | 21,781 | $1.5M |
| Geometric Wealth Advisors | 0.19% | No change | 21,737 | $1.5M |
| Cary Street Partners Investment Advisory LLC | 0.39% | Add +93.7% | 21,693 | $1.5M |
| Schroder Investment Management Group | 0.00% | Reduce -97.5% | 21,605 | $1.5M |
| GeoWealth Management, LLC | 0.05% | Reduce -57.3% | 21,641 | $1.5M |
| Friday Financial | 0.51% | Reduce -15.3% | 21,638 | $1.5M |
| Hilltop Holdings Inc. | 0.09% | Reduce -1.4% | 21,579 | $1.5M |
| Lauterbach Financial Advisors, LLC | 0.71% | Reduce -10.5% | 21,555 | $1.4M |
| Sutton Place Investors LLC | 0.80% | Reduce -5.4% | 21,549 | $1.4M |
| Evercore Wealth Management, LLC | 0.02% | No change | 21,488 | $1.4M |
| Vision Retirement, LLC | 0.39% | — | 21,479 | $1.4M |
| Massachusetts Financial Services Co. | 0.00% | No change | 21,453 | $1.4M |
| Finley Financial, LLC | 0.66% | Add +4.0% | 21,371 | $1.4M |
| Trueblood Wealth Management, LLC | 0.56% | Add +8.0% | 21,340 | $1.4M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.10% | Reduce -1.2% | 21,246 | $1.4M |
| International Assets Investment Management, LLC | 0.10% | Add +47.4% | 21,199 | $1.4M |
| Client 1ST Advisory Group, LLC | 0.45% | Reduce -2.5% | 21,160 | $1.4M |
| Bangor Savings Bank | 0.11% | Add +3.5% | 21,150 | $1.4M |
| Quest 10 Wealth Builders, Inc. | 1.27% | Reduce -22.1% | 21,133 | $1.4M |
| Silverlake Wealth Management LLC | 0.32% | Add +39.4% | 21,059 | $1.4M |
| GoalVest Advisory LLC | 0.27% | New | 20,927 | $1.4M |
| Penobscot Investment Management Company, Inc. | 0.11% | Add +204.0% | 20,871 | $1.4M |
| Kovack Advisors, Inc. | 0.07% | Add +212.1% | 20,864 | $1.4M |
| Advocacy Wealth Management, LLC | 0.06% | Reduce -0.0% | 20,804 | $1.4M |
| Pine Valley Investments Ltd Liability Co | 0.07% | Reduce -2.2% | 20,578 | $1.4M |
| Mosaic Family Wealth Partners, LLC | 0.15% | Reduce -1.0% | 20,505 | $1.4M |
| Evanson Asset Management, LLC | 0.07% | Add +27.1% | 20,500 | $1.4M |
| Bailard, Inc. | 0.03% | Add +5.1% | 20,438 | $1.4M |
| BlackDiamond Wealth Management, LLC | 0.67% | Add +128.4% | 18,505 | $1.4M |
| Garrison Point Advisors, LLC | 0.60% | Reduce -1.2% | 20,290 | $1.4M |
| Aspire Private Capital, LLC | 0.30% | Add +16.6% | 20,241 | $1.4M |
| Semus Wealth Partners LLC | 0.73% | Add +29.3% | 20,159 | $1.4M |
| Renasant Bank | 0.92% | Add +47.5% | 20,092 | $1.4M |
| Regimen Wealth, LLC | 0.39% | Add +4.9% | 19,974 | $1.3M |
| Doliver Advisors, LP | 0.33% | Add +65.6% | 19,898 | $1.3M |
| MKT Advisors LLC | 0.45% | Add +29.7% | 19,051 | $1.3M |
| Blankinship & Foster, LLC | 0.29% | Add +0.6% | 19,728 | $1.3M |
| Cassilly Financial Group LLC | 1.17% | — | 19,657 | $1.3M |
| CWA Asset Management Group, LLC | 0.05% | Add +5.5% | 19,656 | $1.3M |
| Belleair Asset Management, LLC | 1.26% | — | 19,645 | $1.3M |
| KPP Advisory Services LLC | 0.19% | Add +4.9% | 19,615 | $1.3M |
| Sumitomo Mitsui Financial Group, Inc. | 0.02% | Reduce -3.5% | 19,602 | $1.3M |
| Waldron Private Wealth LLC | 0.05% | Reduce -0.3% | 19,588 | $1.3M |
| LGL Partners, LLC | 0.56% | Reduce -10.8% | 19,526 | $1.3M |
| Patton Albertson Miller Group, LLC | 0.15% | Add +4.8% | 19,393 | $1.3M |
| New Republic Capital, LLC | 0.35% | Add +17.0% | 19,288 | $1.3M |
| Providence Capital Advisors, LLC | 0.22% | Reduce -21.4% | 19,231 | $1.3M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -54.7% | 19,205 | $1.3M |
| Nolet Wealth Management, LLC | 0.72% | — | 19,111 | $1.3M |
| Family Investment Center, Inc. | 0.26% | Reduce -1.7% | 18,984 | $1.3M |
| Pettinga Financial Advisors LLC | 0.24% | Reduce -10.5% | 18,979 | $1.3M |
| Bigelow Investment Advisors, LLC | 0.50% | Add +12.0% | 18,956 | $1.3M |
| International Private Wealth Advisors LLC | 0.80% | Add +0.4% | 18,911 | $1.3M |
| Lifeworks Advisors, LLC | 0.16% | Add +48.0% | 18,840 | $1.3M |
| Insigneo Advisory Services, LLC | 0.09% | Add +69.3% | 18,820 | $1.3M |
| Abacus Planning Group, Inc. | 0.17% | Reduce -2.0% | 18,779 | $1.3M |
| Cibc World Market Inc. | 0.00% | Add +0.4% | 18,742 | $1.3M |
| Tillman Hartley LLC | 0.32% | Add +0.8% | 18,700 | $1.3M |
| Fragasso Financial Advisors Inc | 0.08% | Add +0.7% | 18,619 | $1.3M |
| Cahill Financial Advisors Inc. | 0.14% | Reduce -0.2% | 18,552 | $1.2M |
| Creative Financial Designs Inc. | 0.08% | Reduce -6.5% | 18,517 | $1.2M |
| StoneX Group Inc. | 0.05% | Reduce -17.9% | 18,444 | $1.2M |
| BIP Wealth, LLC | 0.04% | Add +46.3% | 18,324 | $1.2M |
| Warwick Investment Management, Inc. | 0.19% | Reduce -5.0% | 18,305 | $1.2M |
| Tranquility Partners, LLC | 0.44% | Reduce -0.0% | 18,265 | $1.2M |
| Coordinated Financial Services, Inc. | 0.71% | Add +11.7% | 18,231 | $1.2M |
| Flagship Harbor Advisors, LLC | 0.06% | Reduce -4.0% | 18,128 | $1.2M |
| Advisors Capital Management, LLC | 0.01% | Add +82.6% | 18,086 | $1.2M |
| Tiemann Investment Advisors, LLC | 0.47% | Add +0.2% | 18,063 | $1.2M |
| Ticino Wealth | 0.45% | — | 18,044 | $1.2M |
| Legacy Wealth Partners, LLC | 0.31% | — | 18,041 | $1.2M |
| Hutchens & Kramer Investment Management Group, LLC | 0.42% | Add +12.7% | 18,030 | $1.2M |
| Watershed Private Wealth LLC | 0.36% | Reduce -2.8% | 18,010 | $1.2M |
| Pinnacle Bancorp, Inc. | 0.35% | Add +1.0% | 17,957 | $1.2M |
| Avantra Family Wealth, Inc. | 0.87% | Add +12.8% | 17,916 | $1.2M |
| Cornerstone Wealth Management, LLC | 0.06% | Add +4.3% | 17,912 | $1.2M |
| CX Institutional | 0.04% | Add +5.5% | 17,775 | $1.2M |
| Dara Capital Us, Inc. | 1.06% | — | 17,770 | $1.2M |
| Cypress Capital Group | 0.13% | Add +11.2% | 17,669 | $1.2M |
| Pursuit Wealth Strategies, LLC | 1.67% | — | 17,657 | $1.2M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Reduce -10.1% | 17,638 | $1.2M |
| Values Added Financial LLC | 0.50% | Reduce -3.0% | 17,622 | $1.2M |
| Darden Wealth Group Inc | 0.57% | Reduce -1.0% | 17,551 | $1.2M |
| Madison Wealth Partners, Inc | 0.21% | Add +7.9% | 17,427 | $1.2M |
| GMO | 0.00% | New | 17,424 | $1.2M |
| Eastern Bank | 0.02% | Add +184.1% | 17,387 | $1.2M |
| Amplius Wealth Advisors, LLC | 0.10% | Reduce -1.9% | 17,370 | $1.2M |
| VestGen Advisors, LLC | 0.05% | Add +7.4% | 17,320 | $1.2M |
| World Equity Group, Inc. | 0.32% | Reduce -8.4% | 17,294 | $1.2M |
| Vista Investment Management | 0.38% | Add +20.2% | 17,292 | $1.2M |
| Canvas Wealth Advisors, LLC | 0.20% | Add +0.3% | 17,270 | $1.2M |
| Cohen Capital Management, Inc. | 0.17% | No change | 17,220 | $1.2M |
| Flagstar Securities, Inc. | 0.39% | Add +4.0% | 17,190 | $1.2M |
| Belpointe Asset Management LLC | 0.04% | Add +27.9% | 17,183 | $1.2M |
| Sound Income Strategies, LLC | 0.05% | Reduce -2.5% | 16,269 | $1.2M |
| Roundview Capital LLC | 0.07% | Add +0.0% | 17,162 | $1.2M |
| Essex Bank | 0.25% | Add +0.7% | 17,108 | $1.1M |
| Redmont Wealth Advisors LLC | 1.73% | No change | 17,008 | $1.1M |
| Stonebridge Financial Group, LLC | 0.10% | Reduce -95.9% | 16,996 | $1.1M |
| Legacy Wealth Asset Management, LLC | 0.28% | Add +205.2% | 16,993 | $1.1M |
| Fairvoy Private Wealth, LLC | 0.26% | Add +14.3% | 16,954 | $1.1M |
| Maridea Wealth Management LLC | 0.17% | Add +12.9% | 16,939 | $1.1M |
| Montecito Bank & Trust | 0.18% | Add +11.1% | 16,931 | $1.1M |
| Cassady Wealth & Retirement Planning, LLC | 0.74% | — | 16,922 | $1.1M |
| Keyes, Stange & Wooten Wealth Management, LLC | 0.54% | No change | 16,911 | $1.1M |
| Pathfinder Wealth Consulting, Inc. | 0.72% | — | 16,908 | $1.1M |
| Meridian Wealth Management, LLC | 0.04% | Add +6.7% | 16,898 | $1.1M |
| CGN Advisors LLC | 0.09% | Add +27.6% | 16,853 | $1.1M |
| Lexington Hill Partners, LLC | 0.85% | — | 16,835 | $1.1M |
| Town Capital LLC | 0.92% | — | 16,738 | $1.1M |
| Soltis Investment Advisors LLC | 0.07% | Reduce -1.2% | 16,727 | $1.1M |
| Asempa Wealth Advisors | 0.97% | — | 16,708 | $1.1M |
| Hillcrest Wealth Advisors - NY, LLC | 0.48% | Reduce -0.6% | 16,688 | $1.1M |
| Matauro, LLC | 0.17% | Add +1.6% | 16,494 | $1.1M |
| William Howard & Co Financial Advisors Inc | 0.93% | Reduce -3.6% | 16,486 | $1.1M |
| Cornerstone Partners Capital Management, LLC | 3.04% | Add +2.8% | 16,427 | $1.1M |
| Old Mission Investment Co LLC | 0.26% | Add +5.2% | 16,372 | $1.1M |
| Resurgent Financial Advisors LLC | 0.55% | Add +5.3% | 16,359 | $1.1M |
| Walkner Condon Financial Advisors LLC | 0.15% | Reduce -24.0% | 16,292 | $1.1M |
| Horizon Wealth Management, LLC | 0.17% | New | 16,263 | $1.1M |
| Tudor Financial Inc. | 0.56% | Add +9.5% | 16,248 | $1.1M |
| Northwest Bancshares, Inc. | 0.21% | Reduce -0.3% | 16,237 | $1.1M |
| C2C Wealth Management, LLC | 0.92% | Reduce -3.8% | 16,215 | $1.1M |
| Colton Groome Financial Advisors, LLC | 0.31% | Reduce -6.9% | 16,137 | $1.1M |
| Tempus Wealth Planning, LLC | 0.25% | Add +8.6% | 16,088 | $1.1M |
| Bison Wealth, LLC | 0.12% | Reduce -48.6% | 15,815 | $1.1M |
| Greenline Partners, LLC | 0.12% | No change | 16,030 | $1.1M |
| Well Done, LLC | 0.16% | Reduce -4.1% | 16,022 | $1.1M |
| Clearwater Capital Advisors, LLC | 0.09% | Reduce -1.3% | 15,988 | $1.1M |
| TAGStone Capital, Inc. | 0.40% | Add +1.1% | 15,970 | $1.1M |
| Life Line Wealth Management LLC | 0.32% | Add +5.8% | 15,877 | $1.1M |
| American Trust | 0.09% | Reduce -50.6% | 15,859 | $1.1M |
| Conservest Capital Advisors, Inc. | 0.10% | Add +2.1% | 15,799 | $1.1M |
| Viewpoint Capital Management LLC | 0.46% | Add +7.1% | 15,786 | $1.1M |
| Pandora Wealth, Inc. | 0.64% | Reduce -26.1% | 15,771 | $1.1M |
| Trilogy Capital Inc. | 0.05% | Add +2.2% | 15,728 | $1.1M |
| Main Management LLC | 0.08% | Add +1.0% | 15,705 | $1.1M |
| Certuity, LLC | 0.07% | Reduce -0.7% | 15,700 | $1.1M |
| Lee Financial Co | 0.14% | Reduce -4.1% | 15,624 | $1.1M |
| Everhart Financial Group, Inc. | 0.10% | Reduce -0.1% | 15,614 | $1.0M |
| Moneco Advisors, LLC | 0.08% | Reduce -1.3% | 15,580 | $1.0M |
| Keenan, LLC | 0.92% | — | 15,501 | $1.0M |
| Beacon Financial Advisory LLC | 0.24% | Add +2.0% | 15,460 | $1.0M |
| HighPoint Advisor Group LLC | 0.02% | New | 15,449 | $1.0M |
| Pinion Investment Advisors, LLC | 0.25% | Add +157.2% | 15,434 | $1.0M |
| Ballast Rock Private Wealth LLC | 0.65% | — | 15,412 | $1.0M |
| Canandaigua National Trust Co of Florida | 0.65% | Add +115.0% | 15,403 | $1.0M |
| Baker Boyer National Bank | 0.31% | Add +5.4% | 15,403 | $1.0M |
| Aspire Growth Partners LLC | 0.72% | Add +2.5% | 15,393 | $1.0M |
| Equita Financial Network, Inc. | 0.31% | Add +7.5% | 15,280 | $1.0M |
| Petix & Botte Co | 0.23% | Reduce -7.8% | 15,228 | $1.0M |
| RDA Financial Network | 0.24% | Add +6.0% | 15,127 | $1.0M |
| Valley Forge Investment Consultants Inc. Adv | 0.29% | Add +1.2% | 15,073 | $1.0M |
| Laffer Tengler Investments, Inc. | 0.18% | No change | 15,068 | $1.0M |
| Visionary Wealth Advisors | 0.05% | Add +0.1% | 15,032 | $1.0M |
| Granby Capital Management, LLC | 0.54% | No change | 15,000 | $1.0M |
| Upper Left Wealth Management, LLC | 0.61% | Reduce -4.1% | 14,970 | $1.0M |
| HBK Sorce Advisory LLC | 0.02% | Add +53.9% | 13,645 | $1.0M |
| Palisade Asset Management, LLC | 0.10% | Add +5.1% | 14,908 | $1.0M |
| Naples Global Advisors, LLC | 0.07% | Add +4.7% | 14,868 | $999K |
| Golden State Wealth Management, LLC | 0.11% | Add +31.0% | 14,842 | $998K |
| Atlas Legacy Advisors, LLC | 0.17% | Reduce -0.4% | 14,745 | $991K |
| PFG Advisors | 0.05% | Reduce -2.6% | 14,715 | $989K |
| Newman Dignan & Sheerar, Inc. | 0.21% | Reduce -4.5% | 14,695 | $988K |
| Strategic Wealth Partners, Ltd. | 0.07% | Add +91.8% | 14,616 | $983K |
| Ameraudi Asset Management, Inc. | 0.54% | Reduce -44.8% | 14,592 | $981K |
| Solstein Capital, LLC | 0.39% | No change | 14,580 | $980K |
| Five Oceans Advisors | 0.35% | Add +0.1% | 14,529 | $977K |
| Trust Co. of Vermont | 0.04% | Reduce -12.1% | 14,498 | $975K |
| McAdam, LLC | 0.04% | Add +4.0% | 14,494 | $974K |
| Howe & Rusling Inc. | 0.06% | Add +1.4% | 14,457 | $972K |
| Alta Wealth Advisors LLC | 0.32% | New | 14,421 | $969K |
| Investment Research Partners LLC | 0.42% | Add +1.2% | 14,380 | $967K |
| Charter Oak Capital Management, LLC | 0.07% | Add +11.0% | 14,371 | $966K |
| FLP Wealth Management, LLC | 2.29% | Add +34.6% | 14,368 | $966K |
| National Wealth Management Group, LLC | 0.33% | Reduce -3.3% | 14,361 | $965K |
| Invested Advisors | 0.99% | Reduce -22.7% | 14,238 | $957K |
| Canandaigua National Bank & Trust Co. | 0.09% | Add +0.2% | 14,208 | $955K |
| Arsenal Capital Advisors LLC | 0.67% | — | 14,137 | $950K |
| Kondo Wealth Advisors, Inc. | 0.36% | Add +4.7% | 14,039 | $944K |
| First American Trust, FSB | 0.06% | Add +295.7% | 14,017 | $942K |
| Baker Tilly Wealth Management, LLC | 0.23% | Reduce -39.0% | 14,016 | $942K |
| Westwood Holdings Group Inc. | 0.01% | Reduce -0.1% | 13,992 | $941K |
| Agf Management Ltd. | 0.00% | Reduce -0.1% | 13,970 | $939K |
| Independence Bank of Kentucky | 0.12% | Add +50.5% | 13,905 | $935K |
| Tranquilli Financial Advisor LLC | 0.54% | Reduce -0.8% | 13,851 | $931K |
| Moss Adams Wealth Advisors LLC | 0.07% | Reduce -0.3% | 13,778 | $926K |
| PCA Investment Advisory Services Inc. | 0.32% | Add +8.9% | 13,754 | $925K |
| Strategic Advisory Partners, LLC | 0.77% | — | 13,725 | $923K |
| Catalina Capital Group, LLC | 0.56% | Reduce -8.5% | 13,679 | $920K |
| Manchester Capital Management LLC | 0.12% | Add +51.3% | 13,647 | $917K |
| TruNorth Capital Management, LLC | 0.17% | No change | 13,642 | $917K |
| Cherry Tree Wealth Management, LLC | 0.19% | Reduce -0.0% | 13,619 | $915K |
| Fourth Dimension Wealth, LLC | 0.33% | Reduce -0.3% | 13,606 | $915K |
| FSM Wealth Advisors, LLC | 0.13% | Add +6.1% | 13,604 | $914K |
| Fisher Asset Management | 0.00% | Add +116.1% | 13,596 | $914K |
| Wealthgarden F.S. LLC | 0.60% | Add +22.5% | 12,587 | $914K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.32% | Add +13622.2% | 13,585 | $913K |
| Guardian Wealth Advisors, LLC / NC | 0.06% | Reduce -3.6% | 13,584 | $913K |
| NTV Asset Management LLC | 0.10% | Add +128.1% | 13,559 | $911K |
| Human Investing LLC | 0.13% | Add +18.2% | 13,519 | $909K |
| Ethos Financial Group, LLC | 0.07% | New | 13,469 | $905K |
| Barnes Dennig Private Wealth Management LLC | 0.91% | Add +31.1% | 13,435 | $903K |
| JNBA Financial Advisors | 0.08% | Add +2.1% | 13,424 | $902K |
| Arrowroot Family Office, LLC | 0.33% | Add +0.3% | 13,362 | $898K |
| tru Independence LLC | 0.23% | Reduce -12.0% | 13,352 | $898K |
| Investment Research & Advisory Group, Inc. | 0.30% | Add +4.4% | 13,346 | $897K |
| Koshinski Asset Management, Inc. | 0.06% | Reduce -5.0% | 13,289 | $893K |
| W1M Asset Management Ltd | 0.01% | Add +23.0% | 13,277 | $893K |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | Add +35.0% | 13,276 | $892K |
| MN Wealth Advisors, LLC | 0.45% | Add +16.2% | 13,271 | $892K |
| Peirce Capital Management, LLC | 0.35% | Reduce -1.3% | 13,241 | $890K |
| Talisman Wealth Advisors LLC | 0.69% | Add +59.3% | 13,189 | $887K |
| Independent Advisor Alliance | 0.02% | Add +31.2% | 13,181 | $886K |
| SMART Wealth LLC | 0.27% | Add +5.3% | 13,149 | $884K |
| CWS Financial Advisors, LLC | 0.24% | Add +1.1% | 13,145 | $884K |
| Amundi | 0.00% | Reduce -3.3% | 13,141 | $883K |
| Coastal Bridge Advisors, LLC | 0.07% | Add +44.4% | 13,132 | $883K |
| GatePass Capital, LLC | 0.46% | Add +85.3% | 13,131 | $883K |
| Aegis Wealth Management, Inc. | 0.69% | — | 13,130 | $883K |
| Paces Ferry Wealth Advisors, LLC | 0.36% | Add +122.2% | 13,089 | $880K |
| VestGen Investment Management | 0.49% | Add +14.9% | 13,072 | $879K |
| Stelac Advisory Services LLC | 0.31% | New | 13,024 | $875K |
| Latitude Advisors, LLC | 0.38% | Add +20.6% | 12,965 | $872K |
| Shade Tree Advisors LLC | 0.66% | Add +30.3% | 12,943 | $870K |
| Nicolet Bankshares Inc. | 0.14% | Reduce -0.9% | 12,861 | $865K |
| Kelly Financial Group LLC | 0.22% | Reduce -2.7% | 12,838 | $863K |
| Clark Asset Management, LLC | 0.09% | Add +13.1% | 12,835 | $863K |
| TPG Financial Advisors, LLC | 0.29% | Add +0.4% | 12,759 | $858K |
| Forefront Wealth Partners, LLC | 0.41% | Add +58.0% | 12,731 | $856K |
| Contango Wealth Management LLC | 0.96% | — | 12,717 | $855K |
| REAP Financial Group, LLC | 0.17% | Add +31.5% | 12,647 | $850K |
| DBK Financial Counsel, LLC | 0.65% | No change | 12,647 | $850K |
| Gilpin Wealth Management, LLC | 0.67% | — | 12,591 | $846K |
| Davidson Trust Co. | 0.35% | Add +3.4% | 12,556 | $844K |
| Net Worth Advisory Group | 0.17% | Add +23.6% | 12,543 | $843K |
| Aspen Investment Management Inc | 0.25% | Add +11.7% | 12,543 | $843K |
| Blue Capital, Inc. | 0.60% | Add +58.3% | 12,535 | $843K |
| Optivise Advisory Services LLC | 0.48% | New | 12,504 | $841K |
| FineMark National Bank & Trust | 0.03% | Reduce -6.5% | 12,435 | $836K |
| MorganRosel Wealth Management, LLC | 0.21% | Reduce -2.6% | 12,390 | $833K |
| Waystone Advisors LLC | 0.71% | — | 12,379 | $832K |
| BigSur Wealth Management LLC | 0.20% | Add +43.1% | 12,375 | $832K |
| Stevens Capital Partners | 0.22% | Add +7.2% | 12,334 | $829K |
| Shrier Wealth Management, LLC | 0.33% | — | 12,328 | $829K |
| Elevation Wealth Management LLC | 0.79% | — | 12,306 | $827K |
| BG Investment Services, LLC | 0.73% | Reduce -1.1% | 12,264 | $824K |
| Pines Wealth Management, LLC | 0.27% | Add +3.3% | 12,239 | $823K |
| Argentarii, LLC | 0.27% | New | 12,200 | $820K |
| VERITY Wealth Advisors | 0.51% | Add +1.1% | 12,126 | $815K |
| One Day In July LLC | 0.07% | Reduce -7.6% | 12,105 | $814K |
| Eagle Strategies LLC | 0.10% | Add +0.3% | 12,066 | $811K |
| Comprehensive Money Management Services LLC | 0.56% | No change | 12,045 | $810K |
| Lantern Wealth Advisors, LLC | 0.43% | Add +4.2% | 12,030 | $809K |
| South Shore Capital Advisors | 0.59% | — | 11,980 | $805K |
| Brookwood Investment Group LLC | 0.10% | Reduce -3.4% | 11,904 | $800K |
| Cape Ann Savings Bank | 0.41% | Add +138.2% | 11,894 | $800K |
| HORAN Wealth, LLC | 0.12% | Add +13.4% | 11,873 | $798K |
| IFG Advisors, LLC | 0.13% | Add +20.6% | 11,865 | $798K |
| Maseco LLP | 0.03% | Add +1.4% | 11,847 | $797K |
| Key Financial Inc | 0.15% | Reduce -0.1% | 11,848 | $796K |
| Guardian Partners Inc. | 0.06% | New | 11,000 | $795K |
| JDM Financial Group LLC | 0.31% | Reduce -12.7% | 11,795 | $793K |
| Keystone Financial Group, Inc. | 0.42% | Add +1.3% | 11,792 | $793K |
| Fortis Capital Advisors, LLC | 0.12% | Reduce -12.3% | 11,786 | $792K |
| Mainstream Capital Management LLC | 0.52% | Reduce -7.2% | 11,782 | $792K |
| Townsend Asset Management Corp. /NC/ | 0.28% | No change | 11,776 | $792K |
| Millington Financial Advisors, LLC | 0.35% | Add +0.6% | 10,713 | $789K |
| Evoke Wealth, LLC | 0.02% | Reduce -18.4% | 11,740 | $789K |
| Capital Advisors, Ltd. LLC | 0.09% | No change | 11,720 | $788K |
| Verum Partners LLC | 0.16% | Reduce -5.7% | 11,706 | $787K |
| Howard Financial Services, LTD. | 0.09% | Reduce -0.1% | 11,705 | $787K |
| Cogent Private Wealth, Inc. | 0.60% | — | 11,687 | $786K |
| Summit Wealth Partners, LLC | 0.14% | Reduce -3.7% | 11,663 | $784K |
| Axos Invest Inc. | 0.58% | Reduce -21.3% | 11,646 | $783K |
| Victrix Investment Advisors | 0.30% | New | 11,596 | $779K |
| Basecamp Wealth Advisors LLC | 0.17% | — | 11,595 | $779K |
| First Bank & Trust | 0.13% | Add +2.2% | 11,577 | $778K |
| Kaydan Wealth Management, Inc. | 0.22% | Reduce -90.1% | 11,556 | $777K |
| Confluence Wealth Services, Inc. | 0.03% | Add +255.3% | 11,541 | $776K |
| Frank, Rimerman Advisors LLC | 0.05% | Add +0.2% | 11,530 | $775K |
| Tenzing Financial LLC | 0.63% | — | 11,490 | $772K |
| ASL Financial, LLC | 0.60% | — | 11,429 | $768K |
| Angeles Wealth Management, LLC | 0.04% | Add +5.3% | 11,392 | $766K |
| Asset One Wealth Management LLC | 0.10% | — | 10,435 | $760K |
| Root Financial Partners, LLC | 0.04% | Add +10.8% | 11,268 | $757K |
| Tufton Capital Management | 0.13% | Reduce -0.9% | 11,274 | $757K |
| Cornerstone Advisors Asset Management, LLC | 0.12% | Reduce -35.7% | 11,221 | $754K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.09% | Reduce -4.5% | 11,214 | $754K |
| Kings Path Partners LLC | 0.26% | Reduce -35.7% | 11,209 | $753K |
| Compton Financial Group, LLC | 0.17% | Reduce -5.2% | 11,206 | $753K |
| Alpha Advisors, LLC | 0.58% | Add +0.0% | 11,176 | $751K |
| Rare Wolf Capital LLC | 0.47% | — | 11,155 | $750K |
| Dearborn Partners LLC | 0.04% | Add +73.4% | 11,137 | $749K |
| Empirical Asset Management, LLC | 0.21% | Reduce -13.1% | 11,109 | $747K |
| Allen Capital Group, LLC | 0.07% | Reduce -8.8% | 11,085 | $745K |
| Twelve Points Wealth Management LLC | 0.17% | Add +111.6% | 10,586 | $741K |
| Cambridge Financial Group, LLC | 0.26% | Add +6.3% | 13,819 | $741K |
| Ehrlich Financial Group | 0.42% | Add +95.4% | 11,005 | $740K |
| Connective Portfolio Management, LLC | 1.33% | New | 11,000 | $739K |
| Firestone Capital Management | 0.16% | Reduce -14.1% | 10,886 | $732K |
| Networth Advisors, LLC | 0.54% | — | 10,863 | $730K |
| FF Advisors,LLC | 0.33% | Reduce -0.1% | 10,853 | $730K |
| Haverford Financial Services, Inc. | 0.20% | No change | 10,840 | $729K |
| Kathmere Capital Management, LLC | 0.05% | Reduce -1.3% | 10,782 | $725K |
| Greykasell Wealth Strategies, Inc. | 0.29% | No change | 10,755 | $723K |
| Abbington Investment Group | 0.49% | Add +1.4% | 10,743 | $722K |
| Bank of Marin | 0.50% | Add +6.1% | 10,695 | $719K |
| Oldfather Financial Services, LLC | 0.21% | New | 10,690 | $719K |
| Blue Zone Wealth Advisors, LLC | 0.14% | Add +248.2% | 10,675 | $718K |
| Leo Wealth, LLC | 0.05% | Add +54.1% | 10,670 | $717K |
| BTG Pactual Asset Management US LLC | 0.08% | Add +5.5% | 11,947 | $717K |
| Stewardship Advisors, LLC | 0.17% | Reduce -3.1% | 10,628 | $714K |
| MainStreet Investment Advisors LLC | 0.10% | Reduce -25.6% | 10,615 | $714K |
| ICONIQ Capital, LLC | 0.01% | Add +94.6% | 10,599 | $712K |
| CVA Family Office, LLC | 0.08% | Add +0.6% | 10,543 | $709K |
| Mackenzie Financial Corp. | 0.00% | Add +66.4% | 10,500 | $706K |
| Chapin Davis, Inc. | 0.17% | Add +1.7% | 10,472 | $704K |
| Phillips Financial Management, LLC | 0.05% | Reduce -3.6% | 10,453 | $703K |
| West Wealth Group, LLC | 0.15% | Add +1.7% | 10,416 | $700K |
| Hexagon Capital Partners LLC | 0.13% | Add +2.5% | 10,368 | $697K |
| Cape Investment Advisory, Inc. | 0.21% | Add +41.0% | 10,342 | $695K |
| Integras Partners LLC | 0.56% | Reduce -4.9% | 10,241 | $688K |
| Mayport, LLC | 0.14% | Reduce -7.5% | 10,150 | $682K |
| Hassell Wealth Management, LLC | 0.23% | Add +1.7% | 9,617 | $682K |
| Winter & Associates, Inc. | 0.63% | — | 10,136 | $681K |
| Arista Wealth Management, LLC | 0.08% | No change | 10,097 | $679K |
| Emprise Bank | 0.28% | Reduce -11.8% | 9,994 | $672K |
| Gentry Private Wealth, LLC | 0.42% | New | 9,993 | $672K |
| 1832 Asset Management L.P. | 0.00% | Add +2.8% | 9,939 | $668K |
| Patron Partners, LLC | 0.30% | Reduce -7.1% | 9,929 | $667K |
| Philadelphia Trust Co. | 0.05% | No change | 9,888 | $665K |
| Able Wealth Management LLC | 0.21% | New | 9,886 | $665K |
| Financial Strategies Group, Inc. | 0.12% | Reduce -0.8% | 9,454 | $664K |
| Hills Bank & Trust Co | 0.04% | Add +2.5% | 9,877 | $664K |
| Fiduciary Alliance LLC | 0.04% | Add +13.3% | 9,863 | $663K |
| BFI Infinity Ltd. | 0.41% | No change | 9,842 | $662K |
| Intrua Financial, LLC | 0.07% | Add +11.6% | 9,812 | $660K |
| Great Diamond Partners, LLC | 0.13% | Add +12.6% | 9,807 | $659K |
| Vista Capital Partners, Inc. | 0.06% | Add +36.2% | 9,771 | $657K |
| Petros Family Wealth, LLC | 0.44% | New | 9,766 | $656K |
| Wealth Architects, LLC | 0.06% | Reduce -1.0% | 9,729 | $654K |
| Truepoint, Inc. | 0.01% | Reduce -4.3% | 9,721 | $653K |
| Glassman Wealth Services | 0.09% | Reduce -2.1% | 9,670 | $650K |
| Williams & Novak, LLC | 0.49% | Add +0.6% | 9,612 | $646K |
| Tompkins Financial Corp. | 0.05% | Add +1.1% | 9,583 | $644K |
| Wolff Wiese Magana LLC | 0.35% | Add +23.9% | 9,559 | $643K |
| Unified Investment Management | 0.65% | Add +0.0% | 9,551 | $642K |
| Vistica Wealth Advisors, LLC | 0.64% | — | 9,547 | $642K |
| Index Fund Advisors, Inc. | 0.03% | Reduce -4.0% | 9,463 | $636K |
| Mattern Capital Management, LLC | 0.07% | No change | 9,435 | $634K |
| Proficio Capital Partners LLC | 0.04% | No change | 9,424 | $633K |
| Rossmore Private Capital | 0.06% | Add +19.3% | 9,398 | $632K |
| Hoge Financial Services, LLC | 0.34% | Reduce -1.3% | 9,316 | $626K |
| Compass Capital Corp. /Ma/ | 0.24% | Add +5.4% | 8,388 | $624K |
| Summit Wealth Group, LLC | 0.15% | Reduce -0.5% | 9,266 | $623K |
| FSA Advisors, Inc. | 0.43% | Add +2049.2% | 101,741 | $622K |
| Berger Financial Group, Inc | 0.04% | Reduce -0.0% | 9,226 | $620K |
| Xcelsior Advisor Partners LLC | 0.30% | — | 9,223 | $620K |
| Maryland Capital Advisors Inc. | 0.21% | Reduce -3.7% | 9,186 | $617K |
| Bowman & Co S.C. | 0.26% | Add +5.0% | 9,166 | $616K |
| Gold Investment Management Ltd. | 0.20% | Reduce -2.3% | 9,130 | $614K |
| Wesbanco Bank Inc. | 0.02% | Reduce -15.6% | 9,113 | $613K |
| Pursuit Wealth Management LLC | 0.52% | — | 9,078 | $610K |
| Black Cypress Capital Management, LLC | 0.43% | Reduce -5.8% | 9,070 | $610K |
| Cary Street Partners Financial LLC | 0.02% | Add +0.0% | 9,056 | $609K |
| Trust Co of the South | 0.10% | No change | 9,016 | $606K |
| XTX Topco Ltd | 0.02% | Reduce -41.2% | 9,011 | $606K |
| LongView Wealth Management | 0.15% | Add +167.2% | 8,509 | $604K |
| Ally Invest Advisors Inc. | 0.04% | Reduce -1.3% | 8,980 | $604K |
| Plum Street Advisors, LLC | 0.21% | Add +0.6% | 8,928 | $600K |
| Cynosure Group, LLC | 0.06% | Reduce -4.1% | 8,927 | $600K |
| Hubbell Strickland Wealth Management, LLC | 0.24% | Add +12.1% | 8,906 | $599K |
| Brooklyn Investment Group | 0.03% | Add +64.4% | 8,901 | $598K |
| Richards, Merrill & Peterson, Inc. | 0.23% | Add +20.2% | 8,899 | $598K |
| Moneda S.A. Administradora General de Fondos | 0.53% | New | 8,855 | $595K |
| Spinnaker Investment Group, LLC | 0.11% | Add +44.8% | 8,826 | $593K |
| Wilshire Advisors LLC | 5.07% | Reduce -5.5% | 8,759 | $589K |
| Community Trust & Investment Co. | 0.03% | Add +1.4% | 8,759 | $589K |
| LCW Services, LLC | 0.31% | — | 8,731 | $587K |
| NDVR, Inc. | 0.49% | Add +0.6% | 8,719 | $586K |
| Flputnam Investment Management Co. | 0.01% | New | 8,719 | $586K |
| Impact Partnership Wealth, LLC | 0.08% | Add +137.0% | 8,709 | $585K |
| Wayfinding Financial, LLC | 0.25% | Reduce -0.5% | 8,703 | $585K |
| Founders Financial Alliance, LLC | 0.11% | Reduce -2.2% | 8,685 | $584K |
| Tassel Capital Management, Inc. | 0.35% | Add +1.7% | 8,644 | $581K |
| Alteri Wealth LLC | 0.19% | Reduce -3.9% | 8,551 | $575K |
| Northland Securities, Inc. | 0.55% | — | 8,538 | $574K |
| Rollins Financial Advisors, LLC | 0.08% | Add +127.2% | 8,488 | $571K |
| Parkway Wealth Management Group, LLC | 0.08% | — | 8,477 | $570K |
| Breakwater Capital Group | 0.08% | Reduce -2.3% | 8,471 | $569K |
| Bci Securities, Inc. | 4.90% | — | 8,435 | $567K |
| Citizens National Bank Trust Department | 0.10% | No change | 8,428 | $567K |
| Focused Alpha, LLC | 0.17% | — | 8,406 | $565K |
| Capital Advisors Wealth Management, LLC | 0.08% | Add +36.5% | 8,401 | $565K |
| Salem Investment Counselors Inc. | 0.02% | Add +0.0% | 8,367 | $562K |
| Robinhood Asset Management, LLC | 0.04% | — | 8,362 | $562K |
| Highview Capital Management LLC | 0.20% | Reduce -4.5% | 8,361 | $562K |
| Alpha Cubed Investments, LLC | 0.02% | New | 8,359 | $562K |
| TD Waterhouse Canada Inc. | 0.00% | Add +99.0% | 8,331 | $560K |
| Signature Equity Partners, LLC | 0.31% | — | 8,317 | $559K |
| Peterson Wealth Advisors, LLC | 0.07% | Add +4.7% | 8,316 | $559K |
| McNamara Financial Services, Inc. | 0.11% | Reduce -8.1% | 8,311 | $559K |
| Legacy Private Trust Co. | 0.03% | No change | 8,296 | $558K |
| J.E. Simmons & Co., P.C. | 0.36% | — | 8,284 | $557K |
| Integrity Wealth Advisors, Inc. | 0.39% | New | 8,265 | $556K |
| Aurdan Capital Management, LLC | 0.17% | Reduce -1.7% | 8,240 | $554K |
| Arkansas Financial Group, Inc. | 0.08% | Add +2.8% | 8,239 | $554K |
| Inspirion Wealth Advisors, LLC | 0.07% | Reduce -0.3% | 8,195 | $551K |
| Clear Investment Research, LLC | 0.91% | Add +4.3% | 8,195 | $551K |
| Burford Brothers, Inc. | 0.23% | Reduce -0.8% | 8,176 | $550K |
| Onyx Bridge Wealth Group LLC | 0.06% | Reduce -1.4% | 8,171 | $549K |
| PCG Asset Management, LLC | 0.44% | Reduce -1.5% | 8,041 | $549K |
| Total Clarity Wealth Management, Inc. | 0.13% | New | 8,157 | $548K |
| Stonekeep Investments, LLC | 0.35% | Reduce -0.9% | 8,152 | $548K |
| Baker Avenue Asset Management, LP | 0.01% | Add +14.1% | 8,140 | $547K |
| Meridian Financial Advisors, LLC | 0.30% | New | 8,125 | $546K |
| Beacon Financial Group | 0.05% | Add +0.5% | 8,116 | $546K |
| Northbridge Financial Group, LLC | 0.24% | — | 8,095 | $544K |
| Biltmore Family Office, LLC | 0.08% | Add +22.8% | 8,089 | $544K |
| Realta Investment Advisors | 0.18% | Reduce -2.8% | 8,076 | $543K |
| Stirlingshire Investments, Inc. | 0.48% | — | 8,060 | $542K |
| Centennial Advisors, LLC | 0.70% | — | 8,046 | $541K |
| Strategic Financial Services, Inc. | 0.02% | Reduce -4.2% | 7,340 | $541K |
| Powerhouse Assets LLC | 0.47% | — | 8,029 | $540K |
| Cedarwood Wealth LLC | 0.60% | — | 7,434 | $540K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Add +1.5% | 8,019 | $539K |
| Legacy Capital Group California, Inc. | 0.13% | New | 8,007 | $538K |
| Crusonia Wealth Advisors LLC | 0.12% | — | 8,005 | $538K |
| Trust Point Inc. | 0.04% | Add +10.0% | 7,986 | $537K |
| Madison Asset Management, LLC | 0.01% | New | 7,898 | $531K |
| 17 Capital Partners, LLC | 0.27% | New | 7,860 | $528K |
| Yoffe Investment Management, LLC | 0.67% | No change | 7,800 | $524K |
| Reflection Asset Management | 0.37% | — | 7,501 | $521K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.16% | Add +6.3% | 7,756 | $521K |
| Planning Project LLC | 0.13% | — | 7,731 | $520K |
| Live Oak Private Wealth LLC | 0.07% | Reduce -1.0% | 7,730 | $520K |
| Lockerman Financial Group, Inc. | 1.00% | Add +63.5% | 7,729 | $520K |
| Gladwyn Financial Advisors, Inc. | 0.36% | No change | 7,721 | $519K |
| Financial Perspectives, Inc | 0.14% | Reduce -0.6% | 7,690 | $517K |
| Aries Wealth Management | 0.11% | No change | 7,673 | $516K |
| Sage Financial Group Inc. | 0.03% | Add +6.1% | 7,666 | $515K |
| Ellis Investment Partners, LLC | 0.09% | Reduce -0.9% | 7,662 | $515K |
| Argonautica Private Wealth Management, Inc. | 0.15% | Reduce -0.7% | 7,657 | $515K |
| Sage Mountain Advisors LLC | 0.03% | No change | 7,656 | $515K |
| City Holding Co. | 0.06% | Reduce -2.5% | 7,650 | $514K |
| Essex Financial Services, Inc. | 0.03% | Add +3.2% | 7,642 | $514K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -3.1% | 7,618 | $512K |
| Chicago Capital, LLC | 0.01% | No change | 7,533 | $506K |
| Accredited Investor Services, LLC | 0.33% | Reduce -0.2% | 7,519 | $505K |
| Zacks Investment Management | 0.00% | Reduce -27.8% | 7,495 | $504K |
| SHP Wealth Management | 0.04% | — | 7,476 | $503K |
| Westmount Partners, LLC | 0.13% | Add +35.5% | 7,472 | $502K |
| Melfa Wealth Management, Inc. | 0.29% | Reduce -1.2% | 7,464 | $502K |
| Harbor Investment Advisory, LLC | 0.04% | Add +221.9% | 7,453 | $501K |
| Arbor Trust Wealth Advisors, LLC | 0.22% | New | 7,447 | $501K |
| BOK Financial Private Wealth, Inc. | 0.03% | Reduce -2.2% | 7,435 | $500K |
| Smith Thornton Advisors LLC | 0.25% | No change | 7,434 | $500K |
| Clear Harbor Asset Management, LLC | 0.03% | No change | 7,428 | $499K |
| Nicolet Advisory Services, LLC | 0.03% | Reduce -48.2% | 7,031 | $499K |
| 3Chopt Investment Partners, LLC | 0.11% | Add +3.5% | 7,406 | $498K |
| Rossby Financial, LCC | 0.16% | Reduce -2.2% | 7,401 | $497K |
| Daner Wealth Management, LLC | 0.30% | Reduce -0.0% | 6,688 | $497K |
| Fortis Capital Management LLC | 0.07% | Add +29.9% | 7,394 | $497K |
| Independent Wealth Network Inc. | 0.15% | Add +32.6% | 7,390 | $497K |
| Revolve Wealth Partners, LLC | 0.06% | Reduce -10.7% | 7,380 | $496K |
| Jackson Thornton Wealth Management, LLC | 0.05% | Reduce -1.6% | 7,054 | $495K |
| Northside Capital Management, LLC | 0.04% | No change | 7,364 | $495K |
| LS Investment Advisors, LLC | 0.07% | Add +0.1% | 7,363 | $495K |
| MBA Advisors LLC | 0.20% | Reduce -0.0% | 7,353 | $494K |
| Ascentis Independent Advisors | 0.08% | Add +2.1% | 7,343 | $494K |
| Thompson David Blair | 0.28% | — | 7,342 | $494K |
| Seven Post Investment Office LP | 0.18% | Reduce -4.6% | 7,339 | $493K |
| Bogart Wealth, LLC | 0.02% | Add +6.6% | 7,319 | $492K |
| Tempo Wealth, LLC | 0.09% | — | 7,318 | $492K |
| Integrated Investment Consultants, LLC | 0.10% | Add +6.1% | 7,314 | $492K |
| Stephens Inc. | 0.01% | Add +3.4% | 7,280 | $489K |
| USA Financial Formulas | 0.09% | New | 7,232 | $486K |
| 1ST Source Bank | 0.03% | New | 7,228 | $486K |
| Trust Co | 0.05% | Add +65.0% | 7,214 | $485K |
| Cornell Pochily Investment Advisors, Inc. | 0.14% | Reduce -0.5% | 7,146 | $480K |
| Main Street Financial Solutions, LLC | 0.04% | Reduce -69.3% | 7,140 | $480K |
| Fulcrum Equity Management | 0.46% | Reduce -8.8% | 7,123 | $479K |
| Fiscal Wisdom Wealth Management, LLC | 0.45% | Add +52.0% | 7,120 | $479K |
| Courage Miller Partners, LLC | 0.14% | Reduce -11.0% | 7,104 | $478K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -29.3% | 7,062 | $475K |
| Focused Wealth Management, Inc | 0.05% | Add +10.6% | 7,018 | $472K |
| Livet Wealth, LLC | 0.29% | — | 6,992 | $470K |
| Voisard Asset Management Group, Inc. | 0.10% | Reduce -3.2% | 6,984 | $469K |
| Financial Partners Group, Inc | 0.05% | Add +96.0% | 6,429 | $466K |
| RHS Financial, LLC | 0.23% | New | 6,925 | $466K |
| SYM FINANCIAL Corp | 0.05% | No change | 6,906 | $464K |
| Bokf, NA | 0.01% | Reduce -10.4% | 6,882 | $463K |
| Washington Trust Advisors, Inc. | 0.04% | Reduce -35.1% | 6,875 | $462K |
| Milestone Asset Management Group, LLC | 0.26% | Add +0.9% | 6,863 | $461K |
| Westview Management dba Westview Investment Advisors | 0.22% | — | 6,850 | $460K |
| Walsh & Associates, LLC | 0.45% | — | 6,828 | $459K |
| Collaborative Wealth Managment Inc. | 0.16% | Add +4.8% | 6,782 | $456K |
| STAR Financial Bank | 0.23% | New | 6,720 | $452K |
| Spirepoint Private Client, LLC | 0.04% | New | 6,704 | $451K |
| Piscataqua Savings Bank | 0.31% | Add +178.6% | 6,672 | $448K |
| Novem Group | 0.05% | Add +35.1% | 6,658 | $448K |
| Archer Investment Management, LLC | 0.24% | New | 6,657 | $448K |
| SIMA Wealth Partners, LLC | 0.34% | Reduce -2.0% | 6,631 | $446K |
| Factor Wealth Management LTD | 0.10% | Add +53.9% | 6,624 | $445K |
| Hixon Zuercher, LLC | 0.13% | No change | 6,620 | $445K |
| Higgins & Schmidt Wealth Strategies LLC | 0.21% | Reduce -17.1% | 6,606 | $444K |
| Karpus Management, Inc. | 0.01% | Reduce -2.8% | 6,605 | $444K |
| Syntegra Private Wealth Group, LLC | 0.04% | Add +0.5% | 6,599 | $444K |
| Kestra Investment Management, LLC | 0.01% | Reduce -99.4% | 6,590 | $443K |
| Boston Trust Walden Corp | 0.00% | Reduce -11.8% | 6,589 | $443K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -1.8% | 6,562 | $441K |
| Catalyst Private Wealth, LLC | 0.19% | Reduce -0.3% | 6,536 | $439K |
| WPG Advisers, LLC | 0.33% | Add +0.4% | 6,526 | $439K |
| Beaumont Financial Advisors, LLC | 0.03% | Reduce -4.0% | 6,499 | $437K |
| Awm Capital, LLC | 0.04% | Reduce -1.8% | 6,491 | $436K |
| Phillips Wealth Planners LLC | 0.35% | Reduce -1.5% | 6,108 | $436K |
| Strategic Equity Management | 0.15% | Add +15.3% | 6,467 | $435K |
| American National Bank & Trust | 0.04% | Reduce -0.7% | 6,467 | $435K |
| Patten & Patten Inc. | 0.03% | Reduce -1.8% | 6,417 | $431K |
| Investment Advisory Group, LLC | 0.11% | Add +77.3% | 6,413 | $431K |
| Kennebec Savings Bank | 0.37% | Add +0.1% | 6,410 | $431K |
| Schwallier Wealth Management LLC | 0.27% | Add +1.6% | 5,922 | $430K |
| True Link Financial Advisors, LLC | 0.03% | Add +7.1% | 6,389 | $429K |
| Sageworth Trust Co | 0.02% | Reduce -4.4% | 6,385 | $429K |
| LCNB Corp. | 0.14% | Add +46.8% | 6,367 | $428K |
| Tactive Advisors, LLC | 0.13% | Add +12.5% | 6,364 | $428K |
| Private Capital Management, LLC | 0.04% | Add +0.9% | 6,363 | $428K |
| Institute for Wealth Management, LLC. | 0.05% | Add +8.1% | 6,357 | $427K |
| New England Private Wealth Advisors LLC | 0.05% | Add +1.3% | 6,349 | $427K |
| SeaCrest Wealth Management, LLC | 0.04% | Add +36.4% | 6,101 | $426K |
| Private Management Group Inc. | 0.01% | No change | 6,317 | $425K |
| Compass Ion Advisors, LLC | 0.04% | Reduce -16.4% | 6,308 | $424K |
| Beverly Hills Private Wealth, LLC | 0.07% | Add +21.3% | 6,296 | $423K |
| Pinney & Scofield, Inc. | 0.24% | Add +0.2% | 6,294 | $423K |
| Sax Wealth Advisors, LLC | 0.02% | Reduce -1.8% | 6,279 | $422K |
| Pinnacle Family Advisors, LLC | 0.19% | Reduce -10.9% | 6,258 | $421K |
| City State Bank | 0.12% | No change | 6,250 | $420K |
| Coastline Trust Co | 0.04% | New | 6,172 | $415K |
| HBE Wealth Management, LLC | 0.39% | — | 6,150 | $413K |
| Aviso Financial Inc. | 0.02% | Reduce -8.1% | 6,137 | $413K |
| Noesis Capital Mangement Corp. | 0.06% | Add +0.1% | 6,092 | $410K |
| Obermeyer Wealth Partners | 0.02% | Add +67.4% | 6,061 | $407K |
| Pallas Capital Advisors LLC | 0.01% | Add +44.6% | 6,050 | $407K |
| Tidal Investments LLC | 0.00% | Reduce -0.7% | 6,035 | $406K |
| CFO4Life Group, LLC | 0.06% | Add +0.7% | 6,019 | $405K |
| Aznar Financial Advisors, LLC | 0.39% | — | 6,011 | $404K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +7.7% | 6,011 | $404K |
| Villere St Denis J & Co. LLC | 0.04% | No change | 5,999 | $403K |
| Fortune Financial Group, Inc. | 0.40% | — | 5,477 | $403K |
| Slagle Financial, LLC | 0.14% | Reduce -27.2% | 5,994 | $403K |
| Decker Retirement Planning Inc. | 0.20% | Add +18.1% | 5,972 | $401K |
| Inscription Capital, LLC | 0.04% | Add +19.1% | 5,951 | $400K |
| Fort Washington Investment Advisors Inc. | 0.00% | New | 5,940 | $399K |
| Mitchell Capital Management Co. | 0.07% | No change | 5,934 | $399K |
| Wellington Grp LLC | 0.13% | — | 5,930 | $399K |
| Capital Wealth Management, LLC | 0.13% | Add +28.6% | 5,887 | $396K |
| Carter Financial Group, INC. | 0.23% | Reduce -1.1% | 5,864 | $394K |
| Fayez Sarofim & Co | 0.00% | No change | 5,812 | $391K |
| 180 Wealth Advisors, LLC | 0.04% | Add +22.4% | 5,805 | $390K |
| Wulff, Hansen & Co. | 0.33% | New | 5,804 | $390K |
| Traynor Capital Management, Inc. | 0.02% | Reduce -33.0% | 5,799 | $390K |
| UNIVEST FINANCIAL Corp | 0.02% | New | 5,786 | $389K |
| AAF Wealth Management, LLC | 0.16% | New | 5,731 | $385K |
| One Charles Private Wealth Services, LLC | 0.10% | No change | 5,721 | $385K |
| Meredith Wealth Planning | 0.11% | Reduce -0.5% | 5,707 | $384K |
| TOWER TRUST & INVESTMENT Co | 0.24% | Add +3.6% | 5,706 | $384K |
| Foster & Motley Inc. | 0.02% | Add +6.2% | 5,688 | $382K |
| Jackson Hole Capital Partners, LLC | 0.07% | No change | 5,675 | $381K |
| PGIM Custom Harvest LLC | 0.01% | Add +16.7% | 5,675 | $381K |
| Van Diest Capital, LLC | 0.57% | — | 5,668 | $381K |
| My Personal CFO, LLC | 0.16% | New | 5,664 | $381K |
| KDK Private Wealth Management, LLC | 0.33% | Reduce -0.3% | 5,604 | $377K |
| SilverOak Wealth Management LLC | 0.06% | Add +0.2% | 5,599 | $376K |
| Northwest Capital Management Inc | 1.63% | Reduce -59.6% | 5,586 | $375K |
| Williams Jones Wealth Management, LLC. | 0.00% | New | 5,575 | $375K |
| St Germain D J Co. Inc. | 0.01% | No change | 5,545 | $373K |
| Wingate Wealth Advisors, Inc. | 0.21% | Add +10.4% | 5,537 | $372K |
| Corrado Advisors, LLC | 0.19% | Add +19.3% | 5,534 | $372K |
| DGS Capital Management, LLC | 0.06% | Reduce -5.1% | 5,532 | $372K |
| Clearwave Capital, LLC | 0.27% | — | 5,524 | $371K |
| Johnson Financial Group, LLC | 0.02% | New | 5,521 | $371K |
| Koss-Olinger Consulting, LLC | 0.03% | Add +19.2% | 5,526 | $371K |
| Outbound Financial Inc | 0.29% | No change | 5,510 | $370K |
| Fulcrum Capital LLC | 0.07% | Reduce -13.0% | 5,480 | $368K |
| Penobscot Wealth Management | 0.11% | Add +1.5% | 5,458 | $367K |
| AlphaStar Capital Management, LLC | 0.03% | Add +5.6% | 5,452 | $367K |
| Midwest Financial Partners Investments, Inc. | 0.20% | — | 5,449 | $366K |
| Denver PWM, LLC | 0.12% | No change | 6,084 | $365K |
| Entrewealth, LLC | 0.16% | New | 4,951 | $365K |
| BBR Partners, LLC | 0.02% | No change | 5,426 | $365K |
| Formidable Asset Management, LLC | 0.05% | No change | 5,520 | $364K |
| Jamison Private Wealth Management, Inc. | 0.05% | Add +1.3% | 5,395 | $363K |
| Beckerman Institutional, LLC | 0.20% | Add +0.0% | 5,393 | $362K |
| Global Financial Private Client, LLC | 0.13% | Reduce -2.5% | 5,375 | $361K |
| Impact Capital Partners LLC | 0.11% | New | 5,359 | $360K |
| SouthState Bank Corp | 0.02% | Reduce -14.2% | 5,343 | $359K |
| Beese Fulmer Investment Management, Inc. | 0.02% | Add +3.4% | 5,337 | $359K |
| Silver Grove Financial Group, Inc. | 0.31% | No change | 5,412 | $358K |
| Hanson & Doremus Investment Management | 0.04% | Reduce -3.5% | 5,310 | $357K |
| Clarity Wealth Advisors, LLC | 0.07% | No change | 5,293 | $356K |
| Johnson Investment Counsel Inc. | 0.00% | Add +1.9% | 5,266 | $354K |
| Glen Eagle Advisors, LLC | 0.05% | Reduce -0.3% | 5,258 | $353K |
| Collier Financial | 0.27% | Add +2.9% | 5,254 | $353K |
| TCV Trust & Wealth Management, Inc. | 0.03% | Reduce -11.8% | 5,191 | $349K |
| Dunhill Financial, LLC | 0.11% | Add +19.1% | 5,190 | $349K |
| Dopkins Wealth Management, LLC | 0.14% | Reduce -10.2% | 5,181 | $348K |
| Regent Peak Wealth Advisors LLC | 0.07% | No change | 5,157 | $347K |
| Opal Capital LLC | 0.09% | — | 4,661 | $346K |
| First County Bank | 0.18% | No change | 5,136 | $345K |
| Noble Wealth Management PBC | 0.17% | Reduce -8.1% | 5,123 | $344K |
| Riversedge Advisors, LLC | 0.06% | Add +0.0% | 5,109 | $343K |
| Downshift Financial, LLC | 0.21% | — | 4,779 | $343K |
| Austin Wealth Management, LLC | 0.05% | New | 4,918 | $343K |
| apricus wealth, LLC | 0.18% | Add +6.3% | 5,100 | $343K |
| Brady Family Wealth, LLC | 0.11% | Add +54.3% | 5,096 | $343K |
| Joel Isaacson & Co., LLC | 0.01% | Add +1.5% | 5,087 | $342K |
| Aviso Wealth Management | 0.14% | New | 5,068 | $341K |
| Strategic Wealth Advisors LLC | 0.29% | — | 5,059 | $340K |
| GDS Wealth Management | 0.02% | Reduce -0.2% | 5,050 | $339K |
| HM Payson & Co. | 0.00% | Add +31.0% | 5,019 | $337K |
| Bell Bank | 0.01% | Add +3.8% | 5,003 | $336K |
| Saxon Interests, Inc. | 0.12% | Reduce -1.5% | 5,002 | $336K |
| Brown Wealth Management, LLC | 0.09% | Add +1.1% | 4,985 | $335K |
| Plan A Wealth LLC | 0.16% | Add +24.8% | 4,962 | $334K |
| Fortitude Advisory Group L.L.C. | 0.14% | Add +55.0% | 4,960 | $333K |
| Augustine Asset Management Inc. | 0.07% | Reduce -0.6% | 4,956 | $333K |
| Mandatum Life Insurance Co Ltd | 0.08% | Reduce -9.0% | 4,954 | $333K |
| Cabot Wealth Management Inc. | 0.04% | Reduce -1.6% | 4,942 | $332K |
| Bayban | 0.29% | — | 4,902 | $330K |
| Fiduciary Advisors, Inc. | 0.25% | Add +4.3% | 4,900 | $329K |
| New England Asset Management Inc. | 0.04% | No change | 4,900 | $329K |
| PKS Advisory Services, LLC | 0.07% | Reduce -8.9% | 4,856 | $326K |
| Paladin Advisory Group, LLC | 0.24% | New | 4,850 | $326K |
| Sunpointe, LLC | 0.11% | Add +1.7% | 4,842 | $325K |
| Prosperity Planning, Inc. | 0.12% | Reduce -4.1% | 4,836 | $325K |
| Detalus Advisors, LLC | 0.08% | Add +15.0% | 4,813 | $324K |
| Atlas Brown,Inc. | 0.10% | Add +25.8% | 4,801 | $323K |
| Synergy Asset Management, LLC | 0.03% | Add +0.4% | 4,795 | $322K |
| Stage Harbor Financial, LLC | 0.22% | Add +1.7% | 4,785 | $322K |
| Pacifica Partners Inc. | 0.14% | Add +68.5% | 4,634 | $320K |
| EdgeRock Capital LLC | 0.08% | Add +8.3% | 4,728 | $318K |
| Lynx Investment Advisory | 0.17% | Reduce -0.6% | 4,725 | $318K |
| Delta Wealth Advisors LLC | 0.27% | Reduce -14.9% | 4,715 | $317K |
| West Michigan Advisors, LLC | 0.07% | Reduce -1.5% | 4,714 | $317K |
| Retirement Planning Group, LLC | 0.01% | Reduce -0.4% | 4,711 | $317K |
| DV Trading LLC | 0.03% | — | 4,700 | $316K |
| Fsa Wealth Partners, Inc. | 0.11% | New | 4,686 | $315K |
| Sound View Wealth Advisors Group, LLC | 0.02% | Reduce -9.9% | 4,683 | $315K |
| JPL Wealth Management, LLC | 0.08% | Reduce -6.3% | 4,674 | $314K |
| Forte Asset Management LLC | 0.14% | New | 4,670 | $314K |
| C M Bidwell & Associates Ltd. | 0.15% | Add +3.0% | 4,655 | $313K |
| Rowlandmiller & Partners.adv | 0.06% | No change | 4,639 | $312K |
| Harrington Investments, INC | 0.16% | Reduce -17.8% | 4,632 | $311K |
| Uptown Financial Advisors LLC | 0.27% | Reduce -0.3% | 4,631 | $311K |
| Calton & Associates, Inc. | 0.05% | Add +4.3% | 4,606 | $310K |
| Fielder Capital Group LLC | 0.07% | No change | 4,605 | $310K |
| Manhattan West Asset Management, LLC | 0.06% | Reduce -2.1% | 4,603 | $309K |
| Tritonpoint Wealth, LLC | 0.03% | Reduce -90.5% | 4,583 | $308K |
| Raffa Wealth Management, LLC | 0.05% | Add +1.7% | 4,575 | $308K |
| Millennium Management | 0.00% | New | 4,548 | $306K |
| IVC Wealth Advisors LLC | 0.13% | Add +14.7% | 4,546 | $306K |
| Abel Hall, LLC | 0.07% | Reduce -3.9% | 4,535 | $305K |
| GC Wealth Management RIA, LLC | 0.01% | Reduce -93.5% | 4,533 | $305K |
| Bouvel Investment Partners, LLC | 0.09% | New | 4,525 | $304K |
| Keating Financial Advisory Services, Inc. | 0.04% | — | 4,525 | $304K |
| Kooman & Associates | 0.09% | Reduce -22.8% | 4,521 | $304K |
| Parsons Capital Management Inc. | 0.02% | Reduce -34.2% | 4,515 | $303K |
| Three Bridge Wealth Advisors, LLC | 0.08% | Reduce -2.6% | 4,510 | $303K |
| CPC Advisors, LLC | 0.03% | Add +0.2% | 4,509 | $303K |
| Prism Planning Partners LLC | 0.34% | — | 4,506 | $303K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | New | 4,486 | $302K |
| Farmers National Bank | 0.07% | Reduce -0.1% | 4,457 | $300K |
| Novus Advisors, LLC | 0.67% | Add +4.3% | 4,448 | $299K |
| Everest Private Wealth | 0.17% | Reduce -1.5% | 4,430 | $298K |
| Kavar Capital Partners Group, LLC | 0.04% | Add +3.0% | 4,418 | $297K |
| Debussy Capital Management LP | 0.04% | Add +0.1% | 4,376 | $294K |
| Avaii Wealth Management, LLC | 0.11% | Add +3.8% | 4,367 | $294K |
| Petra Financial Advisors Inc. | 0.17% | Reduce -2.8% | 4,359 | $293K |
| Beacon Capital Management, LLC | 0.05% | New | 4,346 | $292K |
| Opal Wealth Advisors, LLC | 0.08% | New | 4,311 | $290K |
| Wrenne Financial Planning LLC | 0.12% | Add +2.9% | 4,308 | $290K |
| Evelyn Partners Investment Management LLP | 0.01% | Add +62.6% | 4,308 | $290K |
| Naviter Wealth, LLC | 0.04% | No change | 4,303 | $289K |
| Burling Wealth Partners, LLC | 0.04% | New | 4,293 | $289K |
| Hibernia Wealth Partners, LLC | 0.09% | New | 4,292 | $289K |
| Stratos Investment Management, LLC | 0.01% | New | 4,289 | $288K |
| Duncan Williams Asset Management, LLC | 0.07% | Add +0.2% | 3,974 | $287K |
| Quad-Cities Investment Group, LLC | 0.12% | Add +3.5% | 4,261 | $286K |
| Axis Wealth Partners, LLC | 0.16% | Reduce -37.8% | 4,251 | $286K |
| Alvarez & Marsal Private Wealth Partners, LLC | 0.05% | — | 4,244 | $285K |
| CGC Financial Services, LLC | 0.08% | No change | 4,240 | $285K |
| Country Trust Bank | 0.01% | Reduce -5.8% | 4,222 | $284K |
| ShoreHaven Wealth Partners, LLC | 0.10% | No change | 4,217 | $284K |
| Certified Advisory Corp | 0.03% | Add +0.2% | 4,212 | $283K |
| Horizons Wealth Management | 0.19% | Add +8.8% | 4,207 | $283K |
| Great Point Wealth Advisors, LLC | 0.05% | Reduce -8.3% | 4,202 | $282K |
| Forum Financial Management, LP | 0.00% | Add +25.9% | 4,191 | $282K |
| Silver Oak Securities, Incorporated | 0.02% | Add +36.2% | 4,181 | $282K |
| Quantify Chaos Advisors, LLC | 0.85% | — | 4,188 | $282K |
| NorthAvenue LLC | 0.23% | — | 4,187 | $281K |
| Financial Life Advisors | 0.09% | No change | 4,186 | $281K |
| Baltimore-Washington Financial Advisors, Inc. | 0.01% | New | 4,170 | $280K |
| 1015 Capital Partners, LLC | 0.27% | — | 4,145 | $279K |
| Gemmer Asset Management LLC | 0.02% | Add +15.7% | 4,127 | $277K |
| North Dallas Bank & Trust Co. | 0.18% | — | 4,110 | $276K |
| Arlington Financial Advisors, LLC | 0.04% | Reduce -22.2% | 4,109 | $276K |
| GM Advisory Group, LLC | 0.01% | Add +8.4% | 4,102 | $276K |
| Warren Street Wealth Advisors, LLC | 0.08% | Reduce -8.6% | 4,079 | $274K |
| Advisortrust Partners, LLC | 0.12% | — | 4,071 | $274K |
| Edgemoor Investment Advisors, Inc. | 0.02% | No change | 4,054 | $273K |
| Balanced Rock Investment Advisors LLC | 0.19% | Reduce -2.2% | 4,036 | $271K |
| Keener Financial Planning LLC | 0.12% | Reduce -0.9% | 4,041 | $271K |
| Matrix Private Capital Group LLC | 0.14% | No change | 4,019 | $270K |
| Genesis Wealth Advisors, LLC | 0.18% | No change | 4,007 | $269K |
| Jump Financial, LLC | 0.00% | New | 4,006 | $269K |
| Spectrum Strategic Capital Management, LLC | 0.14% | Reduce -6.5% | 3,995 | $269K |
| Postrock Partners LLC | 0.12% | No change | 3,988 | $268K |
| Goelzer Investment Management, Inc. | 0.01% | New | 3,987 | $268K |
| Ti-Trust, Inc. | 0.16% | No change | 3,974 | $267K |
| RAM Investment Partners, LLC | 0.05% | Reduce -0.8% | 3,952 | $266K |
| GW&K Investment Management, LLC | 0.00% | Add +2.7% | 3,948 | $265K |
| Financial Freedom, LLC | 0.13% | Add +1.4% | 3,937 | $265K |
| Presilium Private Wealth, LLC | 0.05% | Add +5.9% | 3,934 | $264K |
| Olde Wealth Management, LLC | 0.08% | Reduce -0.1% | 3,931 | $264K |
| Headland Capital, LLC | 0.07% | Reduce -0.5% | 3,926 | $264K |
| Financially in Tune, LLC | 0.24% | — | 3,904 | $262K |
| Lavelle Capital LP | 0.17% | — | 3,900 | $262K |
| Am Investment Strategies LLC | 0.05% | New | 3,856 | $259K |
| Highland Financial Advisors, LLC | 0.07% | Add +0.2% | 3,853 | $259K |
| Matrix Asset Advisors Inc. | 0.02% | Add +2.8% | 3,837 | $258K |
| MontVue Capital Management, Inc. | 0.17% | Add +0.1% | 3,831 | $258K |
| Washington Trust Bank | 0.02% | Add +13.1% | 3,828 | $257K |
| Portside Wealth Group, LLC | 0.03% | Add +11.3% | 3,822 | $257K |
| Harbor Advisory Corp. | 0.08% | No change | 3,810 | $256K |
| Wellment Financial | 0.30% | Reduce -2.9% | 3,805 | $256K |
| Windward Private Wealth Management Inc. | 0.09% | No change | 3,801 | $256K |
| Citizens Business Bank | 0.04% | No change | 3,801 | $256K |
| Prairiewood Capital, LLC | 0.08% | Add +3.2% | 3,794 | $255K |
| Kera Capital Partners, Inc. | 0.03% | New | 3,508 | $255K |
| Presidio Capital Management, LLC | 0.08% | New | 3,783 | $254K |
| Miramontes Capital, LLC | 0.09% | — | 3,781 | $254K |
| Huntleigh Advisors, Inc. | 0.04% | New | 3,780 | $254K |
| Magnolia Capital Management Ltd. | 0.19% | No change | 3,775 | $254K |
| ETF Portfolio Partners, Inc. | 0.07% | Reduce -14.2% | 3,769 | $253K |
| First National Advisers, LLC | 0.03% | No change | 3,760 | $253K |
| Ullmann Wealth Partners Group, LLC | 0.03% | Reduce -3.9% | 3,692 | $252K |
| Element Pointe Advisors, LLC | 0.05% | New | 3,733 | $251K |
| Anchyra Partners LLC | 0.08% | — | 3,713 | $250K |
| Swan Global Investments, LLC | 0.01% | No change | 3,709 | $249K |
| Capital Advisors Inc. | 0.00% | Add +6.1% | 3,708 | $249K |
| Zhang Financial LLC | 0.01% | Add +3.7% | 3,705 | $249K |
| Brian Low Financial Group, LLC | 0.18% | Reduce -9.7% | 3,693 | $248K |
| Donaldson Capital Management, LLC | 0.01% | Reduce -0.3% | 3,690 | $248K |
| Allegheny Financial Group | 0.04% | Add +1.2% | 3,688 | $248K |
| TrueWealth Advisors, LLC | 0.06% | New | 3,680 | $247K |
| Tailwinds Wealth, LLC | 0.27% | — | 3,662 | $246K |
| Oakwell Private Wealth Management, LLC | 0.05% | No change | 3,661 | $246K |
| Integrated Capital Management, LLC | 0.11% | Reduce -5.0% | 3,635 | $244K |
| First Western Trust Bank | 0.01% | Add +0.6% | 3,634 | $244K |
| Motco | 0.02% | No change | 3,629 | $244K |
| Hardin Capital Partners, LLC | 0.12% | Add +8.8% | 3,625 | $244K |
| Legacy Advisors, LLC | 0.03% | New | 3,613 | $243K |
| Sand Hill Global Advisors, LLC | 0.01% | Reduce -5.7% | 3,605 | $242K |
| Dentgroup LLC | 0.17% | New | 3,575 | $240K |
| Diversified Management Inc. | 0.06% | — | 3,571 | $240K |
| Midwest Heritage Bank, FSB | 0.08% | Reduce -4.4% | 3,549 | $239K |
| Austin Asset Management Co Inc | 0.04% | New | 3,547 | $238K |
| Carnegie Investment Counsel | 0.00% | Add +1.3% | 3,528 | $237K |
| Riverview Trust Co | 0.29% | Add +11.4% | 3,526 | $237K |
| White Lighthouse Investment Management Inc. | 0.03% | New | 3,523 | $237K |
| Dakota Wealth Management | 0.00% | Add +0.4% | 3,522 | $237K |
| Cora Capital Advisors LLC | 0.09% | New | 3,497 | $235K |
| Efficient Advisors, LLC | 0.01% | Reduce -3.2% | 3,484 | $234K |
| Shira Ridge Wealth Management | 0.09% | Reduce -1.7% | 3,481 | $234K |
| Ceera Investments, LLC | 0.09% | Add +0.7% | 3,480 | $234K |
| Monograph Wealth Advisors, LLC | 0.02% | Reduce -0.6% | 3,480 | $234K |
| Partners in Financial Planning | 0.04% | Add +0.1% | 3,479 | $234K |
| Little House Capital LLC | 0.06% | Reduce -5.6% | 3,470 | $233K |
| NWF Advisory Services Inc. | 0.03% | New | 3,462 | $233K |
| Cutler Investment Counsel LLC | 0.02% | Reduce -3.6% | 3,456 | $232K |
| Hunter Associates Investment Management LLC | 0.03% | New | 3,460 | $232K |
| Paragon Capital Management Ltd | 0.05% | No change | 3,450 | $232K |
| SeaBridge Investment Advisors LLC | 0.04% | New | 3,447 | $232K |
| DB&C Advisors, LLC | 0.29% | — | 3,433 | $231K |
| Helium Advisors LLC | 0.23% | Reduce -7.4% | 3,431 | $231K |
| CPA Asset Management Group, LLC | 0.08% | No change | 3,425 | $230K |
| Novak & Powell Financial Services, Inc. | 0.12% | Add +7.2% | 3,385 | $228K |
| Cadent Capital Advisors, LLC | 0.06% | Reduce -8.7% | 3,384 | $227K |
| Burke & Herbert Bank & Trust Co. | 0.06% | No change | 3,384 | $227K |
| Golden Road Advisors LLC | 0.13% | Reduce -0.1% | 3,331 | $224K |
| Core Wealth Advisors, Inc. | 0.06% | Reduce -9.8% | 3,331 | $224K |
| Frisch Financial Group, Inc. | 0.05% | New | 3,330 | $224K |
| Buck Wealth Strategies, LLC | 0.03% | New | 3,320 | $223K |
| Rothschild Investment LLC | 0.01% | Add +32.4% | 3,319 | $223K |
| Old Port Advisors | 0.05% | New | 3,318 | $223K |
| waypoint wealth counsel | 0.08% | Reduce -2.8% | 3,306 | $222K |
| Hobart Private Capital, LLC | 0.04% | New | 3,301 | $222K |
| Saranac Partners Ltd | 0.09% | No change | 3,300 | $222K |
| Lazari Capital Management, Inc. | 0.07% | Reduce -10.8% | 3,297 | $222K |
| Ethic Inc. | 0.00% | New | 3,241 | $218K |
| GEM Asset Management, LLC | 0.10% | No change | 3,121 | $218K |
| Instrumental Wealth, LLC | 0.13% | Reduce -6.6% | 2,833 | $218K |
| Morton Capital Management LLC | 0.03% | New | 3,230 | $217K |
| Nadler Financial Group, Inc. | 0.02% | No change | 3,230 | $217K |
| Capital Planning LLC | 0.06% | No change | 3,145 | $217K |
| Sunesis Advisors, LLC | 0.10% | No change | 3,219 | $216K |
| Boyum Wealth Architects LLC | 0.10% | New | 2,986 | $216K |
| Fermata Advisors, LLC | 0.05% | Add +4.1% | 3,214 | $216K |
| Dynamic Financial Group | 0.18% | New | 3,204 | $215K |
| Destiny Wealth Partners, LLC | 0.02% | New | 2,965 | $215K |
| Pacific Financial Group Inc. | 0.12% | New | 3,188 | $214K |
| Castle Wealth Management LLC | 0.07% | No change | 3,180 | $214K |
| ETF Store, Inc. | 0.22% | Add +1.7% | 3,176 | $213K |
| SevenBridge Financial Group, LLC | 0.03% | Reduce -3.6% | 2,935 | $213K |
| Hamilton Wealth, LLC | 0.04% | Reduce -2.8% | 3,168 | $213K |
| RPg Family Wealth Advisory, LLC | 0.05% | New | 3,160 | $212K |
| Valpey Financial Services, LLC | 0.14% | Add +1.3% | 3,155 | $212K |
| CRA Financial Services, LLC | 0.03% | New | 3,129 | $210K |
| Welch Capital Partners LLC | 0.04% | No change | 3,096 | $208K |
| Clark Financial Services Group Inc. | 0.11% | New | 2,977 | $207K |
| Guyasuta Investment Advisors Inc. | 0.01% | No change | 3,071 | $206K |
| River Street Advisors LLC | 0.08% | No change | 3,068 | $206K |
| Snider Financial Group | 0.05% | Reduce -13.7% | 3,056 | $205K |
| Acorn Financial Advisory Services Inc. | 0.03% | Reduce -13.7% | 3,041 | $204K |
| Grandfield & Dodd, LLC | 0.01% | New | 3,032 | $204K |
| Tennessee Valley Asset Management Partners | 0.03% | New | 3,028 | $204K |
| Drucker Wealth 3.0, LLC | 0.04% | New | 3,021 | $203K |
| IF Advisors, LLC | 0.16% | — | 3,009 | $202K |
| Regency Capital Management Inc.\DE | 0.08% | New | 3,000 | $202K |
| GAMCO Investors | 0.00% | New | 3,000 | $202K |
| Everpar Advisors LLC | 0.07% | New | 2,994 | $201K |
| Lazard Freres Gestion S.A.S. | 0.00% | New | 3,000 | $201K |
| Cordatus Wealth Management LLC | 0.05% | New | 2,990 | $201K |
| BankPlus Trust Department | 0.05% | Add +817.8% | 2,946 | $198K |
| Vermillion & White Wealth Management Group, LLC | 0.10% | Add +0.0% | 2,636 | $193K |
| Proathlete Wealth Management LLC | 0.05% | Add +0.1% | 2,861 | $192K |
| Hazlett, Burt & Watson, Inc. | 0.06% | Add +4.2% | 2,843 | $192K |
| POM Investment Strategies, LLC | 0.10% | New | 2,833 | $190K |
| MGB Wealth Management, LLC | 0.05% | No change | 2,816 | $189K |
| Front Row Advisors LLC | 0.06% | No change | 2,770 | $186K |
| Barrett & Company, Inc. | 0.06% | Reduce -0.6% | 2,756 | $185K |
| Register Financial Advisors LLC | 0.07% | Reduce -1.0% | 2,750 | $185K |
| Operose Advisors LLC | 0.04% | Add +49.0% | 2,671 | $180K |
| Merited Wealth, LLC | 0.17% | — | 2,661 | $179K |
| Avion Wealth | 0.04% | Reduce -15.3% | 2,652 | $178K |
| Bitterroot Capital Advisors LLC | 0.12% | — | 2,628 | $177K |
| Ramirez Asset Management, Inc. | 0.02% | Add +2674.2% | 2,580 | $173K |
| West Financial Advisors, LLC | 0.03% | Add +0.8% | 2,432 | $163K |
| Evolution Wealth Management Inc. | 0.13% | Add +90.4% | 2,287 | $154K |
| SBI Securities Co., Ltd. | 0.00% | Add +0.1% | 2,242 | $151K |
| Chesapeake Asset Management LLC | 0.12% | No change | 2,217 | $149K |
| Montag A & Associates Inc. | 0.01% | Add +752.9% | 2,209 | $148K |
| Glass Jacobson Investment Advisors llc | 0.05% | Reduce -16.1% | 2,163 | $145K |
| Banque Cantonale Vaudoise | 0.01% | Add +33.6% | 2,101 | $141K |
| Basepoint Wealth LLC | 0.09% | New | 2,083 | $140K |
| Ransom Advisory, Ltd | 0.05% | New | 2,036 | $137K |
| Cardiff Park Advisors, LLC | 0.01% | Add +1.8% | 2,033 | $137K |
| Bullock Wealth Management Group | 0.07% | — | 2,016 | $136K |
| IFC & Insurance Marketing, Inc. | 0.13% | — | 1,978 | $133K |
| Pflug Koory, LLC | 0.06% | No change | 1,964 | $132K |
| Obsidian Cio, LLC | 0.19% | Reduce -88.9% | 1,867 | $125K |
| Boreal Capital Management LLC | 0.11% | Reduce -9.5% | 1,782 | $120K |
| Simplex Trading, LLC | 0.00% | Reduce -36.9% | 1,757 | $118K |
| DHJJ Financial Advisors, Ltd. | 0.04% | No change | 1,753 | $118K |
| Red Reef Advisors LLC | 0.12% | — | 1,740 | $117K |
| Sunbelt Securities, Inc. | 0.01% | Add +21.4% | 1,736 | $117K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.00% | Reduce -85.4% | 1,692 | $114K |
| Anchor Investment Management, LLC | 0.01% | No change | 1,678 | $113K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | Add +90.8% | 1,673 | $112K |
| Caldwell Trust Co | 0.01% | No change | 1,656 | $111K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 1,641 | $110K |
| Carolina Wealth Advisors, LLC | 0.05% | New | 1,603 | $108K |
| Signature Resources Capital Management, LLC | 0.05% | Add +8.9% | 1,596 | $107K |
| Trust Co. of Toledo NA | 0.01% | No change | 1,594 | $107K |
| Grey Ledge Advisors, LLC | 0.02% | Add +1.4% | 1,560 | $105K |
| Beaird Harris Wealth Management, LLC | 0.01% | Reduce -4.2% | 1,537 | $103K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,397 | $103K |
| IAG Wealth Partners, LLC | 0.01% | Reduce -16.4% | 1,531 | $103K |
| Investors Research Corp | 0.02% | Add +2.9% | 1,515 | $102K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -3.1% | 1,436 | $97K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Add +55.3% | 1,418 | $95K |
| Concord Wealth Partners | 0.01% | Add +1.1% | 1,415 | $95K |
| Clearstead Trust, LLC | 0.01% | No change | 1,413 | $95K |
| Center for Financial Planning, Inc. | 0.01% | Add +5.4% | 1,402 | $94K |
| TCTC Holdings, LLC | 0.00% | No change | 1,370 | $92K |
| American Capital Advisory, LLC | 0.04% | Reduce -8.5% | 1,337 | $90K |
| Hoey Investments, Inc. | 0.01% | No change | 1,336 | $90K |
| Luken Investment Analytics, LLC | 0.04% | No change | 1,330 | $89K |
| First Financial Corp. | 0.03% | No change | 1,297 | $87K |
| KERR FINANCIAL PLANNING Corp | 0.12% | No change | 1,195 | $86K |
| Kohmann Bosshard Financial Services, LLC | 0.01% | New | 1,262 | $85K |
| Clark Wealth Partners | 0.05% | No change | 1,259 | $85K |
| Whipplewood Advisors, LLC | 0.05% | No change | 1,238 | $83K |
| Covestor Ltd | 0.04% | Reduce -10.0% | 1,227 | $82K |
| Marshall & Sterling Wealth Advisors Inc. | 0.05% | Reduce -46.4% | 1,201 | $81K |
| Team Financial Group, LLC | 0.04% | Add +11.2% | 1,200 | $81K |
| Ameriflex Group, Inc. | 0.04% | Add +2.5% | 1,195 | $80K |
| Prestige Wealth Management Group LLC | 0.01% | Add +116500.0% | 1,166 | $78K |
| Oakworth Capital, Inc. | 0.00% | No change | 1,151 | $77K |
| Triumph Capital Management | 0.02% | New | 1,142 | $77K |
| Curio Wealth, LLC | 0.03% | New | 1,135 | $76K |
| Fairman Group, LLC | 0.06% | Add +1.7% | 1,128 | $76K |
| Cetera Trust Company, N.A | 0.04% | New | 1,117 | $75K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.06% | — | 1,112 | $75K |
| Inlight Wealth Management, LLC | 0.03% | Add +76.6% | 1,104 | $74K |
| Indiana Trust & Investment Management Co | 0.02% | Reduce -1.8% | 1,104 | $74K |
| Accredited Investors Inc. | 0.00% | New | 1,084 | $73K |
| Millstone Evans Group, LLC | 0.04% | Add +35.4% | 1,056 | $71K |
| Smallwood Wealth Investment Management, LLC | 0.04% | Reduce -42.1% | 1,033 | $69K |
| MeadowBrook Investment Advisors LLC | 0.06% | No change | 1,025 | $69K |
| LM Advisors LLC | 0.27% | Reduce -93.3% | 4,628 | $69K |
| Hurley Capital, LLC | 0.04% | Add +382.8% | 1,009 | $68K |
| Morse Asset Management, Inc | 0.01% | New | 1,000 | $67K |
| Prudential PLC | 0.00% | Reduce -99.7% | 1,000 | $67K |
| MRP Capital Investments, LLC | 0.06% | No change | 983 | $66K |
| Acumen Wealth Advisors, LLC | 0.02% | — | 976 | $66K |
| United Community Bank | 0.02% | No change | 963 | $65K |
| Tucker Asset Management LLC | 0.02% | New | 963 | $65K |
| Optima Capital LLC | 0.03% | New | 958 | $64K |
| Godfrey Financial Associates, Inc. | 0.06% | — | 955 | $64K |
| Legacy Wealth Managment, LLC | 0.03% | Reduce -52.8% | 947 | $64K |
| Laurel Wealth Advisors LLC | 0.01% | New | 942 | $63K |
| Family Capital Trust Co | 0.02% | No change | 932 | $63K |
| Brown, Lisle/Cummings, Inc. | 0.01% | Add +1.4% | 879 | $59K |
| Toth Financial Advisory Corp. | 0.01% | No change | 849 | $57K |
| Union Savings Bank | 0.02% | — | 849 | $57K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 841 | $57K |
| CDKV Holdings LLC | 0.05% | — | 838 | $56K |
| Coston, McIsaac & Partners | 0.01% | New | 834 | $56K |
| Wealth Watch Advisors, INC | 0.02% | Reduce -36.0% | 803 | $54K |
| Your Advocates Ltd., LLP | 0.02% | Add +43.8% | 795 | $53K |
| Global Wealth Strategies & Associates | 0.01% | Reduce -11.7% | 791 | $53K |
| Urban Financial Advisory Corp | 0.02% | No change | 785 | $53K |
| Harbor Asset Planning, Inc. | 0.04% | Add +0.9% | 778 | $52K |
| Holos Integrated Wealth LLC | 0.03% | Add +22.7% | 752 | $52K |
| Bravera Wealth | 0.03% | — | 755 | $51K |
| Towne Trust Company, N.A | 0.02% | No change | 749 | $50K |
| Kentucky Trust Co | 0.03% | No change | 748 | $50K |
| Lavaca Capital LLC | 0.01% | New | 746 | $50K |
| Centerpoint Advisors, LLC | 0.02% | Add +5.6% | 750 | $50K |
| Hantz Financial Services, Inc. | 0.00% | Add +12.6% | 750 | $50K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | — | 740 | $50K |
| HighMark Wealth Management LLC | 0.02% | Add +1.8% | 733 | $49K |
| Tidemark, LLC | 0.01% | Reduce -0.3% | 712 | $48K |
| Twin Lakes Capital Management, LLC | 0.02% | No change | 697 | $47K |
| Copia Wealth Management | 0.03% | Add +14.0% | 676 | $45K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 674 | $45K |
| LFA - Lugano Financial Advisors SA | 0.02% | No change | 660 | $44K |
| Birchwood Financial Partners, Inc. | 0.04% | — | 637 | $43K |
| Murphy & Mullick Capital Management Corp | 0.03% | Add +199.5% | 635 | $43K |
| Nemes Rush Group LLC | 0.00% | Add +1938.7% | 632 | $42K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | Add +1.6% | 630 | $42K |
| First Horizon Corp. | 0.00% | No change | 628 | $42K |
| Zions Bancorporation, National Association | 0.00% | No change | 612 | $41K |
| Mascoma Wealth Management LLC | 0.01% | No change | 610 | $41K |
| Arlington Trust Co LLC | 0.00% | No change | 608 | $41K |
| Nalls Sherbakoff Group, LLC | 0.03% | No change | 600 | $40K |
| Centennial Bank | 0.02% | No change | 600 | $40K |
| North Star Investment Management Corp. | 0.00% | New | 600 | $40K |
| Tradewinds Capital Management, LLC | 0.01% | Reduce -17.9% | 575 | $39K |
| Financial Gravity Asset Management, Inc. | 0.01% | Reduce -21.2% | 572 | $38K |
| First PREMIER Bank | 0.01% | No change | 571 | $38K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Reduce -2.8% | 524 | $35K |
| Hilton Head Capital Partners, LLC | 0.02% | — | 522 | $35K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.01% | New | 515 | $35K |
| Provident Wealth Management, LLC | 0.01% | Add +0.2% | 515 | $35K |
| Financial Consulate, Inc. | 0.00% | Reduce -34.9% | 511 | $34K |
| ESL Trust Services, LLC | 0.01% | Add +10.4% | 508 | $34K |
| Newton One Investments LLC | 0.01% | Reduce -13.1% | 497 | $33K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +129.4% | 484 | $33K |
| Camelot Portfolios, LLC | 0.02% | New | 483 | $32K |
| MPWM Advisory Solutions, LLC | 0.02% | Add +1.5% | 473 | $32K |
| Elevated Capital Advisors, LLC | 0.01% | New | 463 | $31K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 454 | $31K |
| Atomic Invest LLC | 0.02% | — | 449 | $30K |
| West Branch Capital LLC | 0.01% | No change | 448 | $30K |
| Reyes Financial Architecture, Inc. | 0.02% | Add +81.6% | 445 | $30K |
| Sachetta, LLC | 0.02% | Reduce -96.6% | 438 | $29K |
| Deane Retirement Strategies, Inc. | 0.01% | New | 430 | $29K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -3.3% | 416 | $28K |
| Modus Advisors, LLC | 0.01% | New | 412 | $28K |
| Atwood & Palmer Inc. | 0.00% | Add +1.3% | 392 | $26K |
| SRH Advisors, LLC | 0.01% | No change | 384 | $26K |
| Cornerstone Financial Management LLC | 0.02% | — | 372 | $25K |
| Purpose Unlimited Inc. | 0.00% | — | 362 | $24K |
| HHM Wealth Advisors, LLC | 0.00% | Add +10.4% | 362 | $24K |
| Hamrick Investment Counsel, llc | 0.02% | — | 357 | $24K |
| Align Financial, LLC | 0.01% | — | 23,661 | $24K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 348 | $23K |
| Sittner & Nelson, LLC | 0.01% | Add +89.2% | 314 | $23K |
| Lodestone Wealth Management LLC | 0.01% | New | 341 | $23K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 328 | $22K |
| Arvest Investments, Inc. | 0.00% | New | 324 | $22K |
| Evolution Advisers, Inc. | 0.01% | No change | 300 | $20K |
| McIlrath & Eck, LLC | 0.00% | Reduce -25.4% | 296 | $20K |
| S&T Bank | 0.01% | No change | 289 | $19K |
| Proffitt & Goodson Inc. | 0.00% | Reduce -40.3% | 284 | $19K |
| MTM Investment Management, LLC | 0.01% | No change | 284 | $19K |
| Woodside Wealth Management LLC | 0.01% | No change | 275 | $18K |
| McGuire Capital Advisors Inc. | 0.01% | — | 274 | $18K |
| Union Bancaire Privee, UBP SA | 0.00% | New | 318 | $18K |
| North Ridge Wealth Advisors, Inc. | 0.01% | Reduce -24.2% | 269 | $18K |
| Old Second National Bank of Aurora | 0.00% | No change | 266 | $18K |
| Pacific Center for Financial Services | 0.00% | No change | 269 | $18K |
| CNB Bank | 0.01% | No change | 261 | $18K |
| Abound Financial, LLC | 0.01% | New | 260 | $17K |
| Bank of New Hampshire | 0.00% | No change | 260 | $17K |
| Ascentis Wealth Management, LLC | 0.00% | Reduce -26.9% | 255 | $17K |
| Oxford Financial Group, LTD. LLC | 0.00% | Reduce -90.1% | 251 | $17K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 213 | $16K |
| Westend Capital Management, LLC | 0.00% | Reduce -25.6% | 233 | $16K |
| Caldwell Sutter Capital, Inc. | 0.01% | Add +7.0% | 230 | $15K |
| Breakwater Investment Management | 0.01% | Reduce -9.1% | 230 | $15K |
| Resources Management Corp. /CT/ | 0.00% | Add +620.0% | 216 | $15K |
| Kozak & Associates, Inc. | 0.00% | Add +1.4% | 211 | $15K |
| Godsey & Gibb, Inc. | 0.00% | Reduce -22.4% | 208 | $14K |
| IFS Advisors, LLC | 0.01% | New | 206 | $14K |
| Wilkerson Advisory Group LLC | 0.00% | — | 205 | $14K |
| Atlantic Private Wealth, LLC | 0.01% | No change | 205 | $14K |
| Creative Capital Management Investments LLC | 0.00% | No change | 200 | $13K |
| Manning & Napier Advisors LLC | 0.00% | No change | 198 | $13K |
| Investment Counsel Co. of Nevada | 0.03% | New | 194 | $13K |
| DecisionPoint Financial, LLC | 0.00% | New | 191 | $13K |
| PFS Partners, LLC | 0.01% | Add +86.9% | 185 | $12K |
| RMG Wealth Management LLC | 0.00% | New | 173 | $12K |
| Archer Investment Corp | 0.00% | Reduce -7.0% | 185 | $12K |
| Peterson Wealth Services | 0.00% | Reduce -98.5% | 183 | $12K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 181 | $12K |
| Blueline Advisors LLC | 0.01% | — | 180 | $12K |
| Colonial Trust Advisors | 0.00% | Reduce -13.0% | 174 | $12K |
| Turning Point Benefit Group, Inc. | 0.01% | Reduce -89.5% | 168 | $11K |
| BankChampaign, National Association | 0.01% | — | 200 | $11K |
| Activest Wealth Management | 0.00% | No change | 165 | $11K |
| YANKCOM Partnership | 0.00% | New | 163 | $11K |
| Private Wealth Management Group, LLC | 0.00% | New | 160 | $11K |
| Stephens Consulting, LLC | 0.00% | No change | 157 | $11K |
| Aventura Private Wealth, LLC | 0.00% | No change | 152 | $10K |
| Olistico Wealth, LLC | 0.00% | New | 150 | $10K |
| Addison Advisors LLC | 0.00% | Reduce -75.1% | 148 | $10K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 135 | $9K |
| Provenance Wealth Advisors, LLC | 0.00% | New | 133 | $9K |
| Advocate Investing Services LLC | 0.01% | — | 132 | $9K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -17.1% | 131 | $9K |
| Garton & Associates Financial Advisors LLC | 0.00% | — | 116 | $8K |
| Chapman Financial Group, LLC | 0.01% | No change | 113 | $8K |
| TD Capital Management LLC | 0.00% | Add +0.9% | 106 | $7K |
| Wealth Preservation Advisors, LLC | 0.00% | No change | 104 | $7K |
| First Pacific Financial | 0.00% | New | 103 | $7K |
| Hara Capital LLC | 0.00% | No change | 102 | $7K |
| BNP Paribas Financial Markets | 0.00% | Reduce -97.3% | 101 | $7K |
| Founders Capital Management | 0.00% | New | 100 | $7K |
| Navalign, LLC | 0.00% | New | 99 | $7K |
| Kelleher Financial Advisors | 0.00% | Reduce -36.0% | 98 | $7K |
| SJS Investment Consulting Inc. | 0.00% | New | 98 | $7K |
| Graney & King, LLC | 0.00% | Add +2.1% | 96 | $6K |
| Davis Capital Management | 0.00% | No change | 94 | $6K |
| Valley National Advisers Inc. | 0.00% | No change | 101 | $6K |
| Costello Asset Management, INC | 0.00% | Add +2.3% | 88 | $6K |
| Strengthening Families & Communities, LLC | 0.00% | Add +2.4% | 84 | $6K |
| Security National Bank | 0.00% | New | 84 | $6K |
| Robinswood Financial LLC | 0.00% | Reduce -29.9% | 82 | $6K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 78 | $5K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | New | 73 | $5K |
| Quaker Wealth Management, LLC | 0.00% | New | 72 | $5K |
| Ares Financial Consulting, LLC | 0.00% | — | 70 | $5K |
| 1 North Wealth Services LLC | 0.00% | New | 70 | $5K |
| NFSG Corp | 0.00% | Add +1.5% | 68 | $5K |
| Alerus Financial NA | 0.00% | Reduce -99.6% | 67 | $5K |
| Cheviot Value Management, LLC | 0.00% | No change | 60 | $4K |
| Bare Financial Services, Inc | 0.00% | No change | 65 | $4K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | Add +1.6% | 64 | $4K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -97.6% | 63 | $4K |
| First Community Trust NA | 0.00% | New | 62 | $4K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Add +1.5% | 68 | $4K |
| Nvwm, LLC | 0.00% | New | 56 | $4K |
| Lummis Asset Management, LP | 0.00% | New | 54 | $4K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 54 | $4K |
| Orion Capital Management LLC | 0.00% | Reduce -53.6% | 51 | $3K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 50 | $3K |
| Cypress Capital Management LLC (WY) | 0.00% | No change | 49 | $3K |
| Palouse Capital Management, Inc. | 0.00% | New | 49 | $3K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 49 | $3K |
| Hilltop National Bank | 0.00% | No change | 48 | $3K |
| ROSS\JOHNSON & Associates LLC | 0.06% | Reduce -63.6% | 47 | $3K |
| Fairscale Capital, LLC | 0.00% | New | 42 | $3K |
| Measured Wealth Private Client Group, LLC | 0.00% | New | 41 | $3K |
| Chelsea Counsel Co. | 0.00% | No change | 40 | $3K |
| New Millennium Group LLC | 0.00% | Reduce -84.1% | 39 | $3K |
| Principia Wealth Advisory, LLC | 0.00% | No change | 32 | $2K |
| American Wealth Advisors, LLC | 0.00% | Add +3.3% | 31 | $2K |
| Motiv8 Investments LLC | 0.00% | New | 37 | $2K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 29 | $2K |
| Anfield Capital Management, LLC | 0.00% | Reduce -89.5% | 25 | $2K |
| Wells Financial Advisors INC | 0.00% | Reduce -97.2% | 20 | $1K |
| Compass Financial Services Inc | 0.00% | Add +5.3% | 20 | $1K |
| Caitlin John, LLC | 0.00% | No change | 19 | $1K |
| Valued Wealth Advisors LLC | 0.00% | Reduce -41.9% | 18 | $1K |
| Bernard Wealth Management Corp. | 0.00% | No change | 18 | $1K |
| Garner Asset Management Corp | 0.00% | New | 15 | $1K |
| Imprint Wealth LLC | 0.00% | Reduce -50.0% | 14 | $941 |
| Longview Financial Advisors LLC | 0.00% | New | 12 | $807 |
| Spurstone Advisory Services, LLC | 0.01% | No change | 10 | $672 |
| Westfuller Advisors, LLC | 0.00% | Reduce -98.1% | 9 | $605 |
| Roxbury Financial LLC | 0.00% | No change | 8 | $554 |
| Hughes Financial Services, LLC | 0.00% | No change | 3 | $202 |
| Safe Harbor Fiduciary, LLC | 0.00% | — | 2 | $134 |
"% of holder's portfolio" is IEMG's weight in each manager's 13F, not the share of iShares Core MSCI Emerging the manager owns.