iShares Core S&P Midcap ETFIJHETF
13F holders, Q1 2024 (March 31)2,227holders
6famous investors
$60.84avg. 13F price*
At the end of Q1 2024, 2,227 institutions reported holding iShares Core S&P Midcap ETF (IJH) in their 13F filings. The largest holders were Northwestern Mutual Wealth Management Co. ($5.9B), Bank of America Corp. ($3.9B) and Wells Fargo & Company ($3.0B). 6 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- iShares Core S&P Midcap ETF
- CUSIP
- 464287507
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 123 | $251.0M |
| Exits | 73 | $69.8M |
Ownership 2,227 holders
| Northwestern Mutual Wealth Management Co. | 6.07% | Add +4.0% | 97,294,195 | $5.9B |
| Bank of America Corp. | 0.39% | Add +7.8% | 64,726,913 | $3.9B |
| Wells Fargo & Company | 0.79% | Reduce -0.7% | 49,042,802 | $3.0B |
| Bank of New York Mellon Corp | 0.56% | No change | 48,284,510 | $2.9B |
| LPL Financial LLC | 1.26% | Reduce -3.5% | 38,539,361 | $2.3B |
| JPMorgan Chase & Co. | 0.21% | Add +1.4% | 38,027,122 | $2.3B |
| Morgan Stanley | 0.17% | Reduce -0.4% | 34,377,543 | $2.1B |
| FMR LLC | 0.12% | Add +28.2% | 30,047,122 | $1.8B |
| UBS Group AG | 0.44% | Reduce -1.2% | 22,003,771 | $1.3B |
| Royal Bank of Canada | 0.32% | Reduce -11.8% | 21,278,115 | $1.3B |
| BlackRock Inc. | 0.03% | Reduce -1.4% | 19,975,114 | $1.2B |
| Raymond James & Associates | 0.77% | Add +31.6% | 18,655,382 | $1.1B |
| Northern Trust Corp. | 0.20% | Add +2.4% | 18,641,795 | $1.1B |
| PNC Financial Services Group, Inc. | 0.67% | Add +0.5% | 15,955,018 | $969.1M |
| Envestnet Asset Management Inc. | 0.30% | Add +2.9% | 13,264,495 | $805.7M |
| Goldman Sachs Group Inc. | 0.17% | Add +3.2% | 13,004,606 | $789.9M |
| Mariner, LLC | 1.47% | Add +3.8% | 11,685,429 | $709.8M |
| First Command Advisory Services, Inc. | 6.91% | Add +0.7% | 10,845,515 | $658.9M |
| Ameriprise Financial Inc. | 0.17% | Reduce -4.5% | 10,388,323 | $631.1M |
| Acorns Advisers, LLC | 6.68% | Add +1.6% | 9,846,261 | $598.1M |
| Keybank National Association | 2.28% | Reduce -0.8% | 9,103,992 | $553.0M |
| Financial Engines Advisors L.L.C. | 1.23% | Reduce -4.3% | 9,001,034 | $546.7M |
| Balyasny Asset Management L.P. | 1.35% | Reduce -2.9% | 8,408,750 | $510.7M |
| Truist Financial Corp. | 0.74% | Reduce -5.5% | 8,048,325 | $488.9M |
| Regions Financial Corp. | 3.43% | No change | 7,442,618 | $452.1M |
| Raymond James Financial Services Advisors, Inc. | 0.67% | Reduce -2.2% | 7,410,254 | $450.1M |
| Millburn Ridgefield LLC | 12.29% | Reduce -0.6% | 7,306,979 | $443.8M |
| Catalyst Capital Advisors LLC | 10.69% | Reduce -0.6% | 7,306,979 | $443.8M |
| Pathstone Holdings, LLC | 2.04% | Reduce -0.6% | 7,120,031 | $432.5M |
| HighTower Advisors, LLC | 0.67% | Add +1.1% | 6,829,051 | $414.9M |
| Wealthspire Advisors, LLC | 5.47% | Reduce -0.3% | 6,754,616 | $410.3M |
| Commonwealth Equity Services, LLC | 0.63% | No change | 6,224,670 | $378.1M |
| AlTi Global, Inc. | 10.26% | Add +4.4% | 6,066,954 | $368.5M |
| Bank of Montreal | 0.11% | Reduce -0.3% | 5,975,762 | $362.0M |
| Fifth Third Bancorp | 1.27% | Reduce -2.0% | 5,339,613 | $324.3M |
| Alesco Advisors, LLC, An ESL Co | 10.56% | Add +2.9% | 5,288,242 | $321.2M |
| Creative Planning | 0.35% | Reduce -2.1% | 5,150,805 | $312.9M |
| US Bancorp \de | 0.38% | Add +3.9% | 4,544,006 | $276.0M |
| Northwestern Mutual Investment Management Company, LLC | 7.13% | Reduce -13.9% | 4,493,535 | $272.9M |
| Circle Wealth Management, LLC | 6.50% | No change | 4,302,213 | $261.3M |
| MAI Capital Management | 2.30% | Add +11.2% | 3,634,459 | $220.8M |
| Franklin Resources Inc. | 0.07% | Add +4.1% | 3,368,166 | $204.6M |
| Members Trust Co | 5.88% | Reduce -7.5% | 3,245,708 | $197.1M |
| Stifel Financial Corp. | 0.22% | Add +6.7% | 3,202,774 | $194.5M |
| Baird Financial Group, Inc. | 0.41% | Add +1.9% | 3,183,951 | $193.4M |
| Cerity Partners LLC | 0.51% | Reduce -41.8% | 3,174,970 | $192.8M |
| Spire Wealth Management | 3.52% | Add +0.3% | 511,429 | $191.3M |
| Flputnam Investment Management Co. | 3.99% | Add +14.5% | 3,085,454 | $187.4M |
| Municipal Employees' Retirement System of Michigan | 2.31% | Reduce -21.7% | 2,946,566 | $179.0M |
| Citizens Financial Group Inc. | 5.73% | Reduce -1.0% | 2,823,164 | $171.5M |
| Comerica Bank | 0.74% | Add +0.4% | 2,807,806 | $170.5M |
| Davis R M Inc. | 3.47% | Add +4.8% | 2,730,773 | $165.9M |
| MML Investors Services, LLC | 0.65% | Reduce -7.1% | 2,610,915 | $158.6M |
| Cetera Investment Advisers | 0.37% | Add +406.2% | 2,610,901 | $158.6M |
| First Financial Bankshares Inc | 3.56% | Reduce -0.4% | 2,604,829 | $158.2M |
| Osaic Holdings, Inc. | 0.35% | Reduce -14.8% | 2,594,480 | $157.6M |
| Cresset Asset Management, LLC | 0.76% | Add +11.7% | 2,578,462 | $156.6M |
| Haverford Trust Co | 1.64% | Add +3.5% | 2,576,660 | $156.5M |
| Bridges Investment Management Inc. | 4.76% | Add +2.0% | 2,508,913 | $152.4M |
| FIL Ltd | 0.15% | Add +8.8% | 2,508,241 | $152.4M |
| Mercer Global Advisors Inc. | 0.42% | Add +3.9% | 2,409,831 | $146.9M |
| Accredited Investors Inc. | 9.40% | Add +63.9% | 2,409,042 | $146.3M |
| Sandy Spring Bank | 6.56% | Add +2.6% | 2,372,318 | $144.1M |
| Greenleaf Trust | 1.34% | Add +0.5% | 2,371,266 | $144.0M |
| UMB Bank, n.a. | 2.23% | Reduce -5.8% | 2,316,204 | $140.7M |
| Alaska Permanent Capital Management, LLC | 10.41% | Add +8.9% | 2,199,800 | $133.7M |
| Jones Financial Companies LLLP | 0.18% | Add +3.1% | 2,183,244 | $132.6M |
| Sand Hill Global Advisors, LLC | 6.19% | Reduce -3.0% | 2,149,129 | $130.5M |
| Corient Private Wealth LP | 0.22% | Reduce -4.8% | 2,042,109 | $124.0M |
| TD Asset Management Inc | 0.11% | Add +75.1% | 2,019,766 | $122.7M |
| Sigma Investment Counselors Inc. | 7.71% | Add +0.3% | 1,970,600 | $119.7M |
| State of Michigan Retirement System | 0.64% | Reduce -4.6% | 1,955,110 | $118.8M |
| Rockefeller Capital Management L.P. | 0.34% | Add +5.2% | 1,920,222 | $116.6M |
| Fiduciary Trust Co | 1.72% | Add +0.7% | 1,848,459 | $112.3M |
| Connecticut Wealth Management, LLC | 5.83% | Add +2.3% | 1,803,564 | $109.5M |
| Ally Invest Advisors Inc. | 10.74% | Add +0.2% | 1,781,896 | $108.2M |
| Cahaba Wealth Management, Inc. | 9.59% | Add +4.2% | 1,736,266 | $105.5M |
| BLB&B Advisors, LLC | 5.84% | Add +6.1% | 1,704,447 | $103.5M |
| Whittier Trust Co. | 1.43% | Add +3.0% | 1,619,500 | $98.4M |
| Linscomb Wealth, Inc. | 5.05% | No change | 1,616,286 | $98.2M |
| Bokf, NA | 1.75% | Reduce -4.5% | 1,589,591 | $96.0M |
| Badgley Phelps Wealth Managers, LLC | 2.39% | Reduce -4.3% | 1,572,430 | $95.5M |
| Acropolis Investment Management, LLC | 6.05% | Reduce -0.1% | 1,521,623 | $92.4M |
| Bessemer Group Inc. | 0.17% | Reduce -1.4% | 1,519,192 | $92.3M |
| Captrust Financial Advisors | 0.34% | Reduce -7.8% | 1,518,779 | $92.3M |
| Farmers & Merchants Investments Inc. | 3.04% | Add +2.3% | 1,481,599 | $90.0M |
| Legacy Wealth Management, LLC | 6.62% | Reduce -5.0% | 1,478,723 | $89.8M |
| State Street Corp. | 0.00% | Reduce -6.1% | 1,472,177 | $89.4M |
| M&T Bank Corp | 0.30% | Reduce -4.7% | 1,432,928 | $87.0M |
| Lutz Financial Services LLC | 7.57% | Add +0.4% | 1,426,495 | $86.6M |
| Steward Partners Investment Advisory, LLC | 0.96% | Add +0.2% | 1,426,454 | $86.6M |
| First Interstate Bank | 5.93% | Add +3.9% | 1,409,159 | $85.6M |
| Tiaa Trust, National Association | 0.26% | Reduce -34.8% | 1,401,270 | $85.1M |
| First Hawaiian Bank | 2.51% | Reduce -13.5% | 1,324,936 | $80.5M |
| BOK Financial Private Wealth, Inc. | 5.96% | Add +3.9% | 1,318,084 | $80.1M |
| Klingman & Associates, LLC | 5.56% | Add +2.4% | 1,273,254 | $77.3M |
| Kestra Advisory Services, LLC | 0.52% | Add +4.7% | 1,270,100 | $77.1M |
| Chandler Asset Management, Inc. | 15.60% | Reduce -17.8% | 1,267,193 | $77.0M |
| Vicus Capital | 6.99% | Add +0.8% | 1,262,811 | $76.7M |
| Full Sail Capital, LLC | 5.20% | Add +4.5% | 1,228,945 | $74.6M |
| Lee Financial Co | 12.28% | Add +2.0% | 1,209,507 | $73.5M |
| Janney Montgomery Scott LLC | 0.22% | Reduce -5.2% | 1,194,583 | $72.6M |
| Arkansas Financial Group, Inc. | 12.67% | Reduce -1.7% | 1,185,367 | $72.0M |
| Leonard Rickey Investment Advisors P.L.L.C. | 18.45% | Add +0.5% | 1,175,708 | $71.4M |
| Focus Partners Wealth | 0.58% | Add +146.9% | 1,166,166 | $70.8M |
| Planning Alternatives Ltd. | 11.60% | Reduce -0.3% | 1,161,878 | $70.6M |
| Phillips Financial Management, LLC | 5.75% | Reduce -3.3% | 1,154,989 | $70.2M |
| Sage Financial Group Inc. | 6.30% | Add +4.5% | 1,151,744 | $70.0M |
| Goelzer Investment Management, Inc. | 3.91% | Add +11.8% | 1,135,932 | $69.0M |
| Tarbox Family Office, Inc. | 12.12% | Add +1.8% | 1,134,826 | $68.9M |
| Cambridge Investment Research Advisors, Inc. | 0.26% | Reduce -1.8% | 1,108,608 | $67.3M |
| LVZ, Inc. | 9.12% | Reduce -55.0% | 1,103,721 | $67.0M |
| Horizon Investments, LLC | 1.75% | Add +654.7% | 1,097,893 | $66.7M |
| Stratos Wealth Partners, LTD. | 1.10% | Add +2.7% | 1,080,066 | $65.6M |
| Cape Cod Five Cents Savings Bank | 6.31% | Reduce -1.1% | 1,077,752 | $65.5M |
| MassMutual Private Wealth & Trust, FSB | 2.03% | Reduce -9.3% | 1,073,840 | $65.2M |
| Moneta Group Investment Advisors LLC | 1.06% | Add +5.6% | 1,069,643 | $65.0M |
| RMR Wealth Builders | 7.78% | Add +5.2% | 1,059,441 | $64.4M |
| Bank of Nova Scotia | 0.13% | No change | 1,043,860 | $63.4M |
| RKL Wealth Management LLC | 6.28% | Add +8.5% | 1,042,842 | $63.3M |
| Equitable Holdings, Inc. | 0.69% | Reduce -4.1% | 1,012,521 | $61.5M |
| Destination Wealth Management | 2.03% | Add +0.8% | 1,006,970 | $61.2M |
| American Trust | 5.01% | Add +2.2% | 987,519 | $60.0M |
| First Horizon Advisors, Inc. | 1.85% | Add +1.3% | 984,183 | $59.8M |
| Valmark Advisers, Inc. | 1.04% | Reduce -2.6% | 983,674 | $59.7M |
| MCF Advisors LLC | 4.62% | Reduce -2.7% | 981,081 | $59.6M |
| Capital Analysts, LLC | 2.78% | Add +2.6% | 979,683 | $59.5M |
| Thrivent Financial for Lutherans | 0.12% | Add +7.6% | 972,437 | $59.1M |
| Whittier Trust Co. of Nevada Inc. | 1.69% | Reduce -0.3% | 972,364 | $59.1M |
| Alaska Wealth Advisors, LLC | 8.91% | Add +10.2% | 970,502 | $58.9M |
| Avidian Wealth Enterprises, LLC | 3.07% | Add +40.6% | 946,255 | $57.5M |
| Arrow Financial Corp | 5.64% | Reduce -1.1% | 935,881 | $56.8M |
| Bangor Savings Bank | 5.81% | Add +1.1% | 935,692 | $56.8M |
| Rafferty Asset Management, LLC | 0.21% | Add +10.4% | 918,486 | $55.8M |
| Wintrust Investments LLC | 4.89% | Reduce -1.7% | 913,350 | $55.5M |
| Ballentine Partners, LLC | 1.05% | No change | 909,540 | $55.2M |
| Private Advisor Group, LLC | 0.40% | Add +1.1% | 906,511 | $55.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -38.3% | 897,228 | $54.5M |
| Cwm, LLC | 0.26% | Reduce -12.6% | 875,082 | $53.2M |
| Modera Wealth Management, LLC | 0.80% | Reduce -1.8% | 865,813 | $52.6M |
| Chicago Partners Investment Group LLC | 2.22% | Add +1.5% | 900,676 | $52.1M |
| PDS Planning, Inc | 5.33% | Add +1.6% | 835,850 | $50.8M |
| HSBC Holdings PLC | 0.04% | Reduce -2.5% | 822,800 | $50.0M |
| Pine Ridge Advisers LLC | 5.80% | Add +7.5% | 816,670 | $49.6M |
| DT Investment Partners, LLC | 5.01% | Add +12.4% | 815,031 | $49.5M |
| West Paces Advisors Inc. | 13.01% | Add +1.7% | 812,701 | $49.4M |
| Ensign Peak Advisors, Inc | 0.09% | New | 803,390 | $48.8M |
| CKW Financial Group | 6.34% | Add +3.1% | 807,137 | $48.7M |
| Clearstead Advisors, LLC | 2.36% | Add +12.4% | 797,898 | $47.7M |
| JNBA Financial Advisors | 5.01% | Reduce -18.2% | 784,796 | $47.7M |
| Integrated Wealth Concepts LLC | 0.68% | Reduce -9.5% | 775,513 | $47.1M |
| Manufacturers Life Insurance Company, The | 0.04% | Add +3.0% | 766,508 | $46.6M |
| First Business Financial Services, Inc. | 4.97% | Add +0.5% | 763,417 | $46.4M |
| Sax Wealth Advisors, LLC | 5.40% | Add +55.8% | 761,309 | $46.2M |
| Voya Financial Advisors, Inc. | 5.27% | Add +82.5% | 761,491 | $46.1M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Add +16.5% | 757,284 | $46.0M |
| Alps Advisors Inc. | 0.32% | Reduce -2.5% | 752,260 | $45.7M |
| Bank of Stockton | 14.03% | Reduce -0.4% | 748,339 | $45.5M |
| Elo Mutual Pension Insurance Co | 1.06% | New | 745,185 | $45.3M |
| Evermay Wealth Management LLC | 6.78% | Add +5.1% | 738,885 | $44.9M |
| Journey Advisory Group, LLC | 5.54% | Add +4.1% | 738,431 | $44.9M |
| HBC Financial Services, PLLC | 30.37% | Reduce -0.7% | 783,202 | $44.8M |
| Axxcess Wealth Management, LLC | 1.26% | Add +2.4% | 732,442 | $44.5M |
| Forvis Mazars Wealth Advisors, LLC | 1.12% | Reduce -1.1% | 727,718 | $44.2M |
| Single Point Partners, LLC | 10.06% | Add +1.7% | 713,081 | $43.3M |
| Fiera Capital Corp | 0.13% | Add +0.2% | 712,138 | $43.3M |
| Truefg, LLC | 15.81% | Add +0.4% | 710,105 | $43.1M |
| Quadrant Capital Group LLC | 3.39% | Add +2.0% | 706,510 | $42.9M |
| Retirement Income Solutions, Inc. | 9.66% | Add +2.6% | 701,669 | $42.6M |
| MBL Wealth, LLC | 4.85% | Add +0.5% | 701,393 | $42.6M |
| Grove Bank & Trust | 7.11% | Add +4.6% | 694,632 | $42.2M |
| Magnus Financial Group LLC | 5.02% | Add +3.3% | 690,830 | $42.0M |
| Voya Investment Management LLC | 0.05% | Reduce -9.5% | 682,604 | $41.5M |
| JFS Wealth Advisors, LLC | 3.25% | Reduce -5.6% | 674,102 | $40.9M |
| Crewe Advisors LLC | 4.74% | Add +1.6% | 669,746 | $40.7M |
| Lazard Asset Management LLC | 0.05% | Reduce -1.1% | 659,847 | $40.1M |
| Chesley Taft & Associates LLC | 2.03% | Add +22.2% | 654,621 | $39.8M |
| Ameritas Advisory Services, LLC | 1.62% | Add +12.5% | 661,207 | $39.4M |
| Harbor Group, Inc. | 10.34% | Add +3.3% | 645,781 | $39.2M |
| Allworth Financial LP | 0.28% | Reduce -4.8% | 640,740 | $38.9M |
| Portland Global Advisors LLC | 5.29% | Reduce -5.3% | 638,526 | $38.8M |
| Atria Wealth Solutions, Inc. | 0.43% | Add +4.8% | 626,015 | $38.0M |
| Envestnet Portfolio Solutions, Inc. | 0.14% | Add +17.8% | 623,074 | $37.8M |
| Fulton Breakefield Broenniman LLC | 2.90% | Add +1.9% | 620,706 | $37.7M |
| Nadler Financial Group, Inc. | 4.64% | Add +2.5% | 619,924 | $37.7M |
| Prio Wealth Limited Partnership | 1.08% | Add +1.8% | 615,591 | $37.4M |
| Graypoint LLC | 2.66% | Add +3.1% | 604,303 | $36.7M |
| Capital Asset Advisory Services LLC | 2.10% | Add +6.6% | 614,502 | $36.7M |
| FineMark National Bank & Trust | 1.36% | Reduce -0.7% | 603,198 | $36.6M |
| Summit Financial Strategies, Inc. | 5.08% | Reduce -0.1% | 599,516 | $36.4M |
| Johnson Investment Counsel Inc. | 0.40% | Reduce -0.2% | 599,176 | $36.4M |
| Integrated Advisors Network LLC | 1.85% | Reduce -11.9% | 595,186 | $36.2M |
| New England Professional Planning Group Inc. | 18.68% | No change | 589,668 | $35.8M |
| Resonant Capital Advisors, LLC | 3.03% | Add +4.1% | 584,103 | $35.5M |
| ESL Trust Services, LLC | 9.18% | Add +4.4% | 577,168 | $35.1M |
| Lowe Brockenbrough & Co. Inc. | 2.30% | Reduce -1.2% | 560,276 | $34.0M |
| CJM Wealth Advisers, Ltd. | 12.82% | Add +1.2% | 556,893 | $33.8M |
| Salomon & Ludwin, LLC | 2.90% | Reduce -1.9% | 555,389 | $33.7M |
| Beaumont Financial Advisors, LLC | 2.78% | Add +1.4% | 554,613 | $33.7M |
| Hancock Whitney Corp. | 1.16% | Reduce -6.7% | 554,210 | $33.7M |
| Zions Bancorporation, N.A. | 2.47% | Reduce -12.7% | 551,442 | $33.5M |
| Capital Investment Advisors, LLC | 0.77% | Reduce -9.3% | 546,522 | $33.2M |
| Boston Financial Mangement LLC | 1.05% | Add +2.8% | 544,892 | $33.1M |
| Financial Advisory Group | 5.76% | Add +3.5% | 537,167 | $32.6M |
| United Capital Financial Advisors, LLC | 0.27% | Reduce -17.0% | 536,756 | $32.6M |
| CIBC Private Wealth Group LLC | 0.06% | Add +10.6% | 535,153 | $32.3M |
| Avantax Advisory Services, Inc. | 0.28% | Reduce -2.6% | 527,411 | $32.0M |
| Hudock, Inc. | 7.00% | Add +0.2% | 523,342 | $31.8M |
| Wealthquest Corp | 3.38% | Reduce -6.4% | 519,783 | $31.6M |
| Graves Light Lenhart Wealth, Inc. | 3.60% | Add +5.8% | 512,154 | $31.1M |
| Oppenheimer & Co. Inc. | 0.51% | Add +7.6% | 509,894 | $31.0M |
| Diversified Trust Co. | 0.93% | Reduce -0.8% | 509,875 | $31.0M |
| Macquarie Group Ltd. | 0.03% | Add +4.3% | 506,124 | $30.7M |
| NewSquare Capital LLC | 2.72% | Add +4.0% | 505,430 | $30.7M |
| Edge Capital Group, LLC | 1.52% | Add +5.5% | 503,726 | $30.6M |
| Old Second National Bank of Aurora | 7.93% | Reduce -0.4% | 502,705 | $30.5M |
| Urban Financial Advisory Corp | 18.40% | Reduce -3.3% | 493,449 | $30.0M |
| Citigroup Inc. | 0.03% | Reduce -3.2% | 489,640 | $29.7M |
| Shoker Investment Counsel, Inc. | 10.61% | Add +0.8% | 492,275 | $29.7M |
| Bristlecone Advisors, LLC | 2.60% | Add +12.7% | 486,776 | $29.6M |
| Nottingham Advisors, Inc. | 3.60% | Reduce -17.7% | 483,780 | $29.4M |
| D.A. Davidson & Co. | 0.26% | Add +0.4% | 481,297 | $29.2M |
| Waverly Advisors, LLC | 0.69% | Add +1156.5% | 479,968 | $29.2M |
| Alliancebernstein L.P. | 0.01% | Add +6.0% | 474,967 | $28.8M |
| Wealth Advisory Solutions, LLC | 7.47% | Add +13.4% | 474,850 | $28.8M |
| Perigon Wealth Management, LLC | 0.86% | Add +4.0% | 469,380 | $28.5M |
| Fifth Third Wealth Advisors LLC | 4.41% | Add +93.7% | 466,368 | $28.3M |
| Enterprise Bank & Trust Co | 9.72% | Reduce -8.2% | 466,334 | $28.3M |
| Intrust Bank NA | 3.03% | Add +50.1% | 465,749 | $28.3M |
| Mesirow Financial Investment Management, Inc. | 0.64% | Add +2.3% | 462,855 | $28.1M |
| YHB Investment Advisors, Inc. | 2.48% | Add +4.7% | 459,612 | $27.9M |
| SVB Wealth LLC | 0.62% | Add +11.3% | 458,999 | $27.9M |
| Johnson Financial Group, Inc. | 1.50% | Reduce -7.6% | 458,766 | $27.9M |
| &partners | 3.81% | Add +92.5% | 448,633 | $27.6M |
| Beacon Pointe Advisors, LLC | 0.31% | Reduce -3.2% | 452,981 | $27.5M |
| Bar Harbor Wealth Management | 1.83% | Add +2.4% | 449,230 | $27.3M |
| Human Investing LLC | 5.47% | Add +2.1% | 448,668 | $27.3M |
| Ritter Daniher Financial Advisory LLC / DE | 9.01% | Add +1.9% | 448,157 | $27.2M |
| Citadel Advisors | 0.03% | Add +57.2% | 445,739 | $27.1M |
| Capital Advisors Inc. | 0.58% | Reduce -5.9% | 442,169 | $26.9M |
| TRUE Private Wealth Advisors | 3.08% | Add +25.2% | 441,462 | $26.8M |
| Callan Family Office, LLC | 6.26% | Add +1.9% | 439,279 | $26.7M |
| Blair William & Co. | 0.08% | Add +4.1% | 432,614 | $26.3M |
| Nations Financial Group Inc, /Ia/ | 2.19% | Add +2.4% | 428,352 | $26.0M |
| Randolph Co Inc | 3.18% | Add +0.2% | 426,877 | $25.9M |
| Sigma Planning Corp | 0.81% | Add +130.4% | 425,537 | $25.8M |
| Raymond James Trust N.A. | 0.63% | Add +8.7% | 425,382 | $25.8M |
| Choreo, LLC | 0.66% | Reduce -1.1% | 425,259 | $25.8M |
| Savant Capital, LLC | 0.30% | Reduce -1.1% | 423,618 | $25.7M |
| Concurrent Investment Advisors, LLC | 1.03% | Add +3.0% | 419,216 | $25.5M |
| TD Private Client Wealth LLC | 0.83% | Reduce -0.9% | 416,523 | $25.3M |
| Arcataur Capital Management LLC | 8.94% | Reduce -1.2% | 409,804 | $24.9M |
| Certuity, LLC | 2.20% | Add +8.6% | 409,116 | $24.9M |
| Kanawha Capital Management LLC | 1.98% | Add +4.8% | 406,892 | $24.7M |
| One Day In July LLC | 3.27% | Reduce -6.7% | 405,518 | $24.6M |
| Brand Asset Management Group, Inc. | 10.50% | Add +0.2% | 401,774 | $24.4M |
| LGL Partners, LLC | 4.06% | Reduce -5.0% | 399,007 | $24.2M |
| Vantage Financial Partners, LLC | 6.51% | Add +0.2% | 398,119 | $24.2M |
| Dynamic Advisor Solutions LLC | 0.81% | Add +1.8% | 397,074 | $24.1M |
| Ashton Thomas Private Wealth, LLC | 1.37% | Add +1.9% | 392,797 | $23.9M |
| Wilmington Savings Fund Society, FSB | 0.91% | — | 390,520 | $23.7M |
| Investments & Financial Planning, LLC | 16.19% | Reduce -0.2% | 389,010 | $23.6M |
| Coastline Trust Co | 2.84% | Reduce -3.8% | 386,530 | $23.5M |
| OneDigital Investment Advisors LLC | 0.37% | Reduce -11.2% | 383,892 | $23.3M |
| Invst, LLC | 2.76% | Add +1038.1% | 385,591 | $23.3M |
| Verde Capital Management | 7.91% | Add +1.0% | 380,624 | $23.1M |
| Fairhaven Wealth Management, LLC | 7.94% | Reduce -3.4% | 380,604 | $23.1M |
| Curi Capital, LLC | 0.54% | Add +886.4% | 379,946 | $23.1M |
| Baron Silver Stevens Financial Advisors, LLC | 4.48% | Reduce -0.6% | 378,432 | $23.0M |
| Bryant Woods Investment Advisors, LLC | 13.43% | Reduce -4.0% | 374,625 | $22.8M |
| Madison Asset Management, LLC | 0.28% | Add +4.5% | 370,928 | $22.5M |
| Twele Capital Management, Inc. | 5.09% | Reduce -0.8% | 370,644 | $22.5M |
| Argent Trust Co | 0.99% | Add +0.5% | 363,846 | $22.1M |
| Natixis Advisors, LLC | 0.05% | Add +3.7% | 362,307 | $22.0M |
| King Wealth Management Group | 3.84% | Add +2.6% | 360,538 | $21.9M |
| Global Retirement Partners, LLC | 0.81% | Reduce -0.6% | 359,587 | $21.8M |
| Horan Capital Advisors, LLC. | 7.75% | Reduce -1.0% | 358,741 | $21.8M |
| jvl associates llc | 8.95% | Add +2.3% | 357,663 | $21.7M |
| Trilogy Capital Inc. | 1.23% | Add +1.0% | 353,342 | $21.5M |
| West Financial Advisors, LLC | 4.54% | Add +0.2% | 348,687 | $21.2M |
| NewEdge Advisors, LLC | 0.18% | Add +2.5% | 348,523 | $21.2M |
| Kestra Private Wealth Services, LLC | 0.48% | Reduce -9.5% | 346,776 | $21.1M |
| Financial Advocates Investment Management | 1.22% | Add +1.4% | 346,743 | $21.1M |
| First National Trust Co | 0.85% | Reduce -0.3% | 343,672 | $20.9M |
| Altus Wealth Management, LLC | 10.96% | Add +1.5% | 342,833 | $20.8M |
| Financial Counselors Inc. | 0.35% | Reduce -3.0% | 338,961 | $20.6M |
| Pinnacle Financial Partners Inc | 0.44% | Reduce -1.1% | 335,614 | $20.4M |
| Mason Street Advisors, LLC | 3.43% | No change | 335,500 | $20.4M |
| Iowa State Bank | 4.49% | Add +1.0% | 333,662 | $20.3M |
| Peninsula Asset Management Inc. | 10.86% | Add +1.0% | 333,595 | $20.3M |
| Bailard, Inc. | 0.56% | Reduce -0.4% | 331,981 | $20.2M |
| Conning Inc. | 0.69% | No change | 330,740 | $20.1M |
| Bright Financial Advisors, Inc. | 14.96% | — | 150,193 | $20.0M |
| Advisory Services Network, LLC | 0.44% | Reduce -2.5% | 329,053 | $20.0M |
| JSF Financial, LLC | 6.25% | Reduce -0.6% | 328,811 | $20.0M |
| Per Stirling Capital Management, LLC. | 3.29% | Add +2.6% | 324,159 | $19.7M |
| Coldstream Capital Management Inc. | 0.50% | Reduce -1.9% | 322,681 | $19.6M |
| DHJJ Financial Advisors, Ltd. | 8.60% | Reduce -3.6% | 319,978 | $19.4M |
| Bartlett & Co. Wealth Management LLC | 0.30% | Add +21.5% | 319,401 | $19.4M |
| Glenmede Trust Co. NA | 0.10% | Add +0.2% | 317,585 | $19.3M |
| Glenview Trust Co | 0.41% | Add +2.1% | 315,798 | $19.2M |
| Catalyst Financial Partners LLC | 4.93% | Add +5.5% | 338,817 | $19.1M |
| Soltis Investment Advisors LLC | 2.14% | Add +0.1% | 314,185 | $19.1M |
| Pinnacle Associates Ltd. | 0.30% | Reduce -1.7% | 313,990 | $19.1M |
| Courier Capital LLC | 1.37% | Add +0.5% | 310,740 | $18.9M |
| Drake & Associates, LLC | 6.84% | Add +7.2% | 307,845 | $18.7M |
| Tompkins Financial Corp. | 2.10% | Add +2.6% | 305,671 | $18.6M |
| Simmons Bank | 1.39% | Reduce -0.9% | 305,089 | $18.5M |
| Tower Research Capital LLC (TRC) | 0.44% | Add +112.7% | 301,461 | $18.3M |
| Journey Strategic Wealth LLC | 0.81% | Reduce -62.2% | 300,168 | $18.2M |
| Susquehanna International Group, LLP | 0.03% | Add +65.7% | 297,807 | $18.1M |
| Lincoln National Corp. | 0.28% | Reduce -1.4% | 297,613 | $18.1M |
| Allspring Global Investments Holdings, LLC | 0.03% | Reduce -0.7% | 295,568 | $18.0M |
| Cim Investment Management Inc. | 5.33% | No change | 294,745 | $17.9M |
| Greenwood Gearhart LLC | 1.74% | Add +16.0% | 293,681 | $17.8M |
| Valley Forge Investment Consultants Inc. Adv | 6.93% | Add +7.3% | 292,697 | $17.8M |
| Marietta Wealth Management, LLC | 2.92% | Add +0.5% | 291,795 | $17.7M |
| Lynch & Associates | 4.09% | Reduce -0.9% | 291,521 | $17.7M |
| Whitcomb & Hess, Inc. | 5.67% | Add +1.1% | 290,690 | $17.7M |
| FFT Wealth Management LLC | 1.51% | Reduce -1.3% | 289,494 | $17.6M |
| Leavell Investment Management, Inc. | 1.01% | Reduce -0.3% | 288,431 | $17.5M |
| GenWealth Group, Inc. | 4.40% | New | 287,395 | $17.5M |
| Wealthspire Retirement, LLC | 1.49% | Add +2002.3% | 284,757 | $17.3M |
| Cambridge Advisors Inc. | 4.08% | Reduce -0.7% | 284,733 | $17.3M |
| Horan Securities, Inc. | 8.12% | Add +331.9% | 283,181 | $17.2M |
| Smithfield Trust Co | 0.91% | Add +1.0% | 282,625 | $17.2M |
| Advisory Alpha, LLC | 0.70% | Reduce -6.2% | 282,523 | $17.2M |
| Wealthcare Advisory Partners LLC | 0.56% | Reduce -13.1% | 280,874 | $17.1M |
| Principal Financial Group Inc. | 0.01% | Reduce -10.7% | 279,842 | $17.0M |
| EP Wealth Advisors, LLC | 0.20% | Add +1.1% | 279,470 | $17.0M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.81% | Reduce -1.9% | 277,729 | $16.9M |
| Rwa Wealth Partners, LLC | 0.23% | Reduce -0.3% | 276,778 | $16.8M |
| Ironwood Financial, llc | 3.85% | Add +1.8% | 275,644 | $16.7M |
| Cape Ann Savings Bank | 10.40% | Reduce -1.8% | 273,296 | $16.6M |
| Petix & Botte Co | 4.11% | Reduce -12.9% | 272,227 | $16.5M |
| Divergent Wealth Advisors | 3.28% | Reduce -16.2% | 270,342 | $16.4M |
| Proathlete Wealth Management LLC | 8.67% | Add +3.9% | 268,291 | $16.3M |
| HRT Financial LP | 0.10% | New | 267,972 | $16.3M |
| AAF Wealth Management, LLC | 9.15% | Add +1.8% | 267,858 | $16.3M |
| Acima Private Wealth, LLC | 5.99% | Add +4.3% | 267,698 | $16.3M |
| Towercrest Capital Management | 2.73% | Add +0.3% | 266,268 | $16.2M |
| Atlantic Edge Private Wealth Management, LLC | 5.53% | Add +7.5% | 264,630 | $16.1M |
| PACK Private Wealth, LLC | 10.05% | Add +2.1% | 263,292 | $16.0M |
| Crescent Grove Advisors, LLC | 1.65% | Reduce -1.5% | 259,680 | $15.8M |
| Lodestar Private Asset Management LLC | 2.24% | Add +0.2% | 258,585 | $15.7M |
| First Nebraska Trust Co | 1.62% | Reduce -1.4% | 258,017 | $15.7M |
| First Western Trust Bank | 0.71% | Reduce -14.0% | 257,775 | $15.7M |
| Avondale Wealth Management | 10.96% | Add +1.2% | 257,437 | $15.6M |
| Norris Perne & French LLP | 1.12% | Add +1.7% | 255,814 | $15.5M |
| Centerpoint Advisors, LLC | 5.82% | Add +0.3% | 255,666 | $15.5M |
| McKinley Carter Wealth Services, Inc. | 1.04% | Add +5.7% | 255,138 | $15.5M |
| 1ST Source Bank | 0.90% | Reduce -0.7% | 255,083 | $15.5M |
| Sequoia Financial Advisors, LLC | 0.19% | Reduce -4.7% | 254,301 | $15.4M |
| Financial Management Network Inc. | 3.89% | Add +1.7% | 261,085 | $15.4M |
| Ameritas Investment Partners, Inc. | 0.53% | Add +3.3% | 254,170 | $15.4M |
| Marino, Stram & Associates LLC | 3.64% | Add +1.3% | 253,398 | $15.4M |
| Stratos Investment Management, LLC | 1.50% | Reduce -0.3% | 252,624 | $15.3M |
| Independent Financial Group, LLC | 0.70% | Add +8.9% | 251,927 | $15.3M |
| Tower Wealth Partners, Inc. | 9.93% | Add +0.8% | 251,853 | $15.3M |
| Montag A & Associates Inc. | 0.76% | Add +8.5% | 248,818 | $15.1M |
| Arkos Global Advisors | 2.51% | Add +5.2% | 247,669 | $15.0M |
| Core Wealth Advisors, Inc. | 5.08% | Add +6.3% | 246,343 | $15.0M |
| Mechanics Financial Corp | 7.75% | No change | 245,275 | $14.9M |
| Asset Management Group, Inc. | 2.25% | Add +0.3% | 244,345 | $14.8M |
| American Financial Advisors, LLC | 2.06% | Reduce -2.1% | 241,075 | $14.6M |
| Trust Co. of Vermont | 0.81% | Add +7.3% | 240,866 | $14.6M |
| Kelman-Lazarov, Inc. | 2.84% | Add +1.9% | 239,024 | $14.5M |
| MTC Wealth Management LLC | 6.67% | Reduce -4.5% | 238,946 | $14.5M |
| Harbour Trust & Investment Management Co | 1.80% | Add +19.1% | 235,551 | $14.3M |
| MainStreet Investment Advisors LLC | 1.71% | Reduce -80.9% | 234,767 | $14.3M |
| Aft, Forsyth & Sober, LLC | 5.00% | Reduce -25.4% | 232,800 | $14.1M |
| Beacon Financial Planning, Inc. | 9.87% | Reduce -1.4% | 232,652 | $14.1M |
| Argent Advisors, Inc. | 5.59% | Add +0.2% | 232,565 | $14.1M |
| Angeles Investment Advisors, LLC | 0.75% | New | 232,000 | $14.1M |
| Platt Investment Counsel, LLC | 13.42% | Reduce -0.3% | 231,802 | $14.1M |
| Winthrop Advisory Group LLC | 2.01% | Add +1.9% | 228,812 | $13.9M |
| Hubbell Strickland Wealth Management, LLC | 7.01% | Reduce -0.6% | 228,200 | $13.9M |
| Cibc World Market Inc. | 0.04% | Add +9.4% | 228,150 | $13.9M |
| Ironwood Wealth Management, LLC. | 4.49% | Reduce -3.0% | 228,076 | $13.9M |
| Freedom Investment Management, Inc. | 1.11% | Reduce -3.7% | 227,522 | $13.8M |
| Burkett Financial Services, LLC | 7.12% | Add +0.8% | 227,265 | $13.8M |
| Burns J W & Co. Inc. | 1.92% | Add +9.1% | 226,839 | $13.8M |
| Cantor Fitzgerald Investment Advisors L.P. | 1.02% | Reduce -3.8% | 225,196 | $13.7M |
| Eley Financial Management, Inc | 5.89% | Add +1.0% | 225,172 | $13.7M |
| Orion Porfolio Solutions, LLC | 0.15% | Reduce -8.1% | 224,265 | $13.6M |
| Orion Portfolio Solutions, LLC | 0.15% | Reduce -8.1% | 224,265 | $13.6M |
| Clarity Wealth Advisors, LLC | 4.58% | Add +2.9% | 223,065 | $13.5M |
| Evernest Financial Advisors, LLC | 6.40% | Add +6.1% | 239,019 | $13.5M |
| Ancora Advisors LLC | 0.31% | Add +2.2% | 221,813 | $13.5M |
| Windsor Capital Management, LLC | 4.16% | Add +1.4% | 220,845 | $13.4M |
| Precedent Wealth Partners, LLC | 5.74% | Add +5.7% | 220,046 | $13.4M |
| Texas Capital Bank Wealth Management Services Inc | 1.47% | Reduce -5.0% | 219,947 | $13.4M |
| Neumann Capital Management, LLC | 4.75% | Add +1.6% | 219,390 | $13.3M |
| Guidance Point Advisors, LLC | 4.45% | Reduce -1.1% | 216,070 | $13.1M |
| Gladstone Institutional Advisory LLC | 0.72% | Reduce -1.7% | 215,886 | $13.1M |
| Pegasus Partners Ltd. | 1.39% | Reduce -9.2% | 215,397 | $13.1M |
| Symphony Financial, Ltd. Co. | 3.01% | Reduce -25.7% | 213,018 | $12.9M |
| Smith, Moore & Co. | 1.38% | Add +3.0% | 212,700 | $12.9M |
| LTG Capital LLC | 11.02% | Add +13.7% | 211,767 | $12.9M |
| Mutual of America Capital Management LLC | 0.14% | Add +949.1% | 211,544 | $12.8M |
| Pacific Center for Financial Services | 3.65% | Add +6.0% | 211,008 | $12.8M |
| Robinswood Financial LLC | 5.43% | Reduce -3.5% | 210,571 | $12.7M |
| IFG Advisory, LLC | 0.95% | Add +17.4% | 209,038 | $12.7M |
| Western Wealth Management, LLC | 0.98% | Reduce -2.9% | 208,390 | $12.7M |
| SWS Partners | 3.77% | Reduce -4.8% | 207,822 | $12.6M |
| Accretive Wealth Partners, LLC | 5.55% | Add +2.1% | 214,470 | $12.6M |
| StoneX Group Inc. | 1.12% | Reduce -8.8% | 206,015 | $12.5M |
| CoreCap Advisors, LLC | 0.65% | Add +2.0% | 201,792 | $12.3M |
| Citizens & Northern Corp. | 4.14% | Add +27.6% | 201,648 | $12.2M |
| Simon Quick Advisors, LLC | 0.92% | Reduce -3.7% | 201,186 | $12.2M |
| Colonial Trust Advisors | 1.21% | Reduce -0.3% | 201,083 | $12.2M |
| ETF Store, Inc. | 6.97% | Reduce -3.1% | 200,980 | $12.2M |
| Park Avenue Securities LLC | 0.16% | Add +47.5% | 200,963 | $12.2M |
| Founders Financial Securities LLC | 1.28% | Add +37.8% | 200,797 | $12.2M |
| Centaurus Financial, Inc. | 0.84% | Reduce -0.3% | 198,606 | $12.1M |
| Forbes J M & Co. LLP | 1.30% | Reduce -1.4% | 197,636 | $12.0M |
| FSM Wealth Advisors, LLC | 4.26% | Add +16.7% | 197,573 | $12.0M |
| Titleist Asset Management, LLC | 2.08% | Add +5.7% | 195,506 | $11.9M |
| Affiance Financial, LLC | 3.22% | Reduce -26.9% | 195,491 | $11.9M |
| Pittenger & Anderson Inc. | 0.48% | Add +8.3% | 194,941 | $11.8M |
| Arcus Capital Partners, LLC | 3.73% | Reduce -1.3% | 194,257 | $11.8M |
| Riverpoint Wealth Management Holdings, LLC | 3.27% | Add +0.8% | 193,369 | $11.7M |
| Mayflower Financial Advisors, LLC | 1.94% | Reduce -4.7% | 191,155 | $11.6M |
| Montecito Bank & Trust | 2.32% | Reduce -4.7% | 190,953 | $11.6M |
| Hardy Reed LLC | 1.44% | Reduce -0.2% | 190,902 | $11.6M |
| Portfolio Strategies, Inc. | 0.79% | New | 190,902 | $11.6M |
| Vision Capital Management, Inc. | 1.73% | Reduce -2.8% | 190,764 | $11.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.08% | Reduce -50.8% | 190,707 | $11.6M |
| Traynor Capital Management, Inc. | 1.10% | Add +5.0% | 189,607 | $11.5M |
| NTV Asset Management LLC | 1.75% | Reduce -3.4% | 189,390 | $11.5M |
| Ratio Wealth Group | 2.14% | Add +2.3% | 189,291 | $11.5M |
| AMG National Trust Bank | 0.33% | Add +0.4% | 188,378 | $11.4M |
| First Citizens Bank & Trust Co. | 0.22% | Add +63.0% | 188,018 | $11.4M |
| NorthCoast Asset Management LLC | 0.14% | New | 186,755 | $11.3M |
| Encompass Wealth Advisors, LLC | 3.03% | Add +1.2% | 186,553 | $11.3M |
| Evercore Wealth Management, LLC | 0.18% | Reduce -7.7% | 186,473 | $11.3M |
| NorthCrest Asset Manangement, LLC | 0.38% | Reduce -2.7% | 185,131 | $11.2M |
| Capital Investment Counsel, LLC | 2.40% | Add +70.6% | 184,396 | $11.2M |
| Madison Wealth Partners, Inc | 4.02% | Add +0.3% | 183,069 | $11.1M |
| Guardian Wealth Advisors, LLC | 7.22% | Add +1.3% | 182,930 | $11.1M |
| Holland Advisory Services, Inc. | 12.17% | Reduce -2.1% | 182,854 | $11.1M |
| GFS Advisors, LLC | 1.83% | Add +4.4% | 182,246 | $11.1M |
| River Street Advisors LLC | 7.45% | Add +6.5% | 181,749 | $11.0M |
| Riggs Asset Managment Co. Inc. | 3.22% | Add +8.3% | 181,542 | $11.0M |
| Sterling Investment Counsel, LLC | 5.07% | Add +18.1% | 180,764 | $11.0M |
| Atria Investments, Inc | 0.15% | Add +0.8% | 180,697 | $11.0M |
| Choate Investment Advisors | 0.29% | Add +4649.9% | 180,260 | $10.9M |
| Instrumental Wealth, LLC | 4.75% | Reduce -7.0% | 184,577 | $10.9M |
| Community Bank, N.A. | 1.43% | Reduce -34.6% | 179,461 | $10.9M |
| Cambridge Trust Co. | 0.41% | Reduce -11.5% | 177,621 | $10.8M |
| Commerce Bank | 0.07% | Add +0.6% | 176,507 | $10.7M |
| First Personal Financial Services | 2.48% | Reduce -2.3% | 175,688 | $10.7M |
| Armor Investment Advisors, LLC | 5.12% | Add +13.0% | 175,494 | $10.7M |
| Independent Solutions Wealth Management, LLC | 2.52% | Reduce -1.0% | 174,254 | $10.6M |
| Meridian Wealth Management, LLC | 1.76% | Reduce -0.2% | 173,497 | $10.6M |
| First Bank & Trust | 2.17% | Add +3.3% | 173,120 | $10.5M |
| Union Savings Bank | 5.49% | Add +0.6% | 172,874 | $10.5M |
| Lindbrook Capital, LLC | 0.98% | Reduce -4.5% | 172,410 | $10.5M |
| Relative Value Partners Group, LLC | 0.66% | Reduce -81.7% | 38,243 | $10.4M |
| Global Wealth Management Investment Advisory, Inc. | 2.55% | Add +1.8% | 171,214 | $10.4M |
| Pachira Investments Inc. | 8.49% | Reduce -8.4% | 170,951 | $10.4M |
| BSW Wealth Partners | 1.76% | Reduce -32.1% | 170,586 | $10.4M |
| Turtle Creek Wealth Advisors, LLC | 2.49% | Add +113.1% | 167,048 | $10.1M |
| Sandbox Financial Partners, LLC | 4.24% | Add +1.7% | 166,072 | $10.1M |
| Crestmont Private Wealth LLC | 5.00% | Reduce -5.2% | 165,756 | $10.1M |
| Rhumbline Advisers | 0.01% | Reduce -47.1% | 165,741 | $10.1M |
| Naples Global Advisors, LLC | 1.01% | Add +1.5% | 162,720 | $9.9M |
| Certified Advisory Corp | 1.37% | Add +3.7% | 162,080 | $9.8M |
| Highview Capital Management LLC | 4.43% | Add +12.3% | 162,041 | $9.8M |
| SG Americas Securities, LLC | 0.05% | Reduce -8.8% | 161,790 | $9.8M |
| Abundance Wealth Counselors | 2.26% | Reduce -2.7% | 161,458 | $9.8M |
| RiverGlades Family Offices LLC | 7.81% | Reduce -0.9% | 163,768 | $9.8M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.30% | No change | 161,177 | $9.8M |
| Cullen/Frost Bankers, Inc. | 0.14% | Add +8.8% | 159,526 | $9.7M |
| STAR Financial Bank | 8.27% | Reduce -3.8% | 159,360 | $9.7M |
| Peoples Bank | 5.38% | Reduce -5.4% | 158,965 | $9.7M |
| Payden & Rygel Investment Group | 0.66% | — | 158,885 | $9.7M |
| Payden & Rygel | 0.66% | Add +0.8% | 158,885 | $9.7M |
| Bremer Bank National Association | 1.79% | Add +7.1% | 158,826 | $9.6M |
| Heck Capital Advisors, LLC | 1.47% | Add +307.4% | 158,733 | $9.6M |
| National Philanthropic Trust | 0.21% | Reduce -5.9% | 158,250 | $9.6M |
| Ellis Investment Partners, LLC | 2.09% | Add +0.3% | 158,059 | $9.6M |
| St. Louis Trust Co | 1.50% | No change | 159,475 | $9.6M |
| IronBridge Private Wealth, LLC | 3.96% | Reduce -0.7% | 157,082 | $9.5M |
| Ramsay, Stattman, Vela & Price, Inc. | 1.82% | Add +2.3% | 156,046 | $9.5M |
| Omega Financial Group, LLC | 3.87% | Add +2.5% | 155,866 | $9.5M |
| Mission Creek Capital Partners, Inc. | 2.46% | Add +15.0% | 155,578 | $9.4M |
| Brown Advisory Inc. | 0.01% | Add +4.5% | 155,491 | $9.4M |
| Associated Banc-Corp | 0.30% | Add +0.4% | 154,944 | $9.4M |
| Apollon Wealth Management, LLC | 0.30% | Reduce -11.6% | 154,811 | $9.4M |
| Prime Capital Investment Advisors, LLC | 0.13% | Add +20.9% | 154,463 | $9.4M |
| CW Advisors, LLC | 0.16% | Add +41.9% | 153,594 | $9.3M |
| Telos Capital Management, Inc. | 1.05% | Add +5.0% | 153,492 | $9.3M |
| KFA Private Wealth Group, LLC | 2.87% | Add +8.2% | 152,287 | $9.2M |
| Rossmore Private Capital | 1.21% | Add +2.6% | 151,872 | $9.2M |
| Zacks Investment Management | 0.10% | Reduce -2.6% | 151,240 | $9.2M |
| Matrix Private Capital Group LLC | 6.13% | Add +10.7% | 149,057 | $9.1M |
| Dorsey & Whitney Trust CO LLC | 0.62% | Add +3.0% | 148,969 | $9.0M |
| Prudential Financial Inc. | 0.01% | Reduce -27.5% | 148,929 | $9.0M |
| Carr Financial Group Corp | 3.01% | Add +5.2% | 148,843 | $9.0M |
| Exchange Capital Management, Inc. | 1.46% | Reduce -19.7% | 147,347 | $8.9M |
| New Hampshire Trust | 2.08% | Reduce -1.4% | 146,760 | $8.9M |
| Kingsview Wealth Management, LLC | 0.22% | Add +14.8% | 145,098 | $8.8M |
| DAVENPORT & Co LLC | 0.05% | Add +5.5% | 145,084 | $8.8M |
| CX Institutional | 0.42% | Add +0.6% | 144,668 | $8.8M |
| Fort Washington Investment Advisors Inc. | 0.06% | Reduce -7.5% | 144,460 | $8.8M |
| Little House Capital LLC | 2.90% | Add +41.1% | 144,138 | $8.8M |
| Harbor Advisory Corp. | 2.98% | Reduce -1.5% | 143,988 | $8.7M |
| Waldron Private Wealth LLC | 0.39% | Add +0.6% | 143,554 | $8.7M |
| BlueChip Wealth Advisors LLC | 5.58% | Reduce -9.0% | 142,489 | $8.7M |
| Vanguard Group Inc. | 0.00% | Add +3.4% | 141,763 | $8.6M |
| Cahill Financial Advisors Inc. | 1.17% | Add +3.7% | 141,180 | $8.6M |
| J.W. Cole Advisors, Inc. | 0.43% | Add +0.8% | 141,205 | $8.6M |
| Meridian Management Co. | 2.34% | Reduce -0.6% | 140,982 | $8.6M |
| Eldridge Investment Advisors, Inc. | 2.20% | Reduce -6.3% | 140,952 | $8.6M |
| AdvisorNet Financial, Inc | 0.82% | Add +16.5% | 140,156 | $8.5M |
| Physician Wealth Advisors, Inc. | 1.79% | Add +1.9% | 149,060 | $8.5M |
| Bordeaux Wealth Advisors LLC | 2.82% | Add +2.4% | 139,517 | $8.5M |
| Better Money Decisions, LLC | 6.71% | Add +5.8% | 139,370 | $8.5M |
| Parallel Advisors, LLC | 0.23% | Add +1.8% | 139,153 | $8.5M |
| Proffitt & Goodson Inc. | 1.50% | Add +0.2% | 138,749 | $8.4M |
| Country Club Bank | 0.59% | Add +7.6% | 137,891 | $8.4M |
| Trifecta Capital Advisors, LLC | 2.04% | Add +9.1% | 137,785 | $8.4M |
| Baker Tilly Wealth Management, LLC | 1.51% | Reduce -5.0% | 137,767 | $8.4M |
| Louisiana State Employees Retirement System | 0.16% | Reduce -49.6% | 137,545 | $8.4M |
| Peninsula Wealth, LLC | 1.66% | Add +112.6% | 137,249 | $8.3M |
| TruWealth Advisors, LLC | 0.58% | Add +3.1% | 136,940 | $8.3M |
| Hiley Hunt Wealth Management | 5.45% | Add +4.1% | 136,867 | $8.3M |
| TAP Consulting, LLC | 1.83% | Reduce -2.4% | 136,770 | $8.3M |
| Coyle Financial Counsel LLC | 2.96% | Add +1.4% | 136,349 | $8.3M |
| Lido Advisors, LLC | 0.07% | Add +3.6% | 135,162 | $8.2M |
| 626 Financial, LLC | 4.95% | Add +11.0% | 134,783 | $8.2M |
| Ullmann Wealth Partners Group, LLC | 1.22% | Reduce -4.1% | 134,581 | $8.2M |
| Synovus Financial Corp. | 0.11% | Add +2.2% | 133,517 | $8.1M |
| Colton Groome Financial Advisors, LLC | 3.26% | Add +10.5% | 133,469 | $8.1M |
| Avior Wealth Management, LLC | 0.38% | Reduce -4.7% | 133,224 | $8.1M |
| Novare Capital Management LLC | 0.73% | Add +52.8% | 133,144 | $8.1M |
| GHP Investment Advisors, Inc. | 0.40% | Reduce -0.4% | 132,997 | $8.1M |
| B. Riley Wealth Advisors, Inc. | 0.22% | Reduce -68.4% | 32,227 | $8.1M |
| IFG Advisors, LLC | 2.09% | Add +5.6% | 132,734 | $8.1M |
| Exencial Wealth Advisors, LLC | 0.30% | Reduce -4.0% | 132,560 | $8.1M |
| Great Valley Advisor Group, Inc. | 0.24% | Reduce -3.3% | 131,762 | $8.0M |
| Magnolia Capital Management Ltd. | 6.77% | Reduce -0.1% | 131,245 | $8.0M |
| Campion Asset Management | 6.16% | Add +18.1% | 131,221 | $8.0M |
| Mascoma Wealth Management LLC | 2.25% | Reduce -1.4% | 129,968 | $7.9M |
| First National Bank of Hutchinson | 5.24% | Reduce -4.4% | 129,215 | $7.8M |
| Private Trust Co. NA | 0.85% | Add +0.9% | 129,208 | $7.8M |
| WASHINGTON TRUST Co | 0.29% | Add +6.4% | 129,040 | $7.8M |
| Buckingham Strategic Wealth, LLC | 0.08% | Add +4.9% | 129,014 | $7.8M |
| Stratos Wealth Advisors, LLC | 0.46% | Add +8.1% | 128,560 | $7.8M |
| Richwood Investment Advisors, LLC | 6.92% | Reduce -1.8% | 128,406 | $7.8M |
| MetLife Investment Management, LLC | 0.05% | Reduce -0.8% | 128,300 | $7.8M |
| EPG Wealth Management LLC | 1.90% | Reduce -0.4% | 128,016 | $7.8M |
| Advisors Capital Management, LLC | 0.14% | Add +14.8% | 127,492 | $7.7M |
| GC Wealth Management RIA, LLC | 1.55% | Add +1900.7% | 127,045 | $7.7M |
| Hilltop Partners LLC | 2.75% | Reduce -41.6% | 126,828 | $7.7M |
| Halpern Financial, Inc. | 2.23% | Reduce -1.7% | 128,603 | $7.7M |
| Fiduciary Group, LLC | 0.84% | Add +3.8% | 126,651 | $7.7M |
| Citizens National Bank Trust Department | 1.78% | Add +1.0% | 126,448 | $7.7M |
| Cahill Wealth Management, LLC | 4.47% | No change | 126,408 | $7.7M |
| Boyd Wealth Management, LLC | 4.37% | Reduce -30.5% | 126,059 | $7.7M |
| Flagstar Securities, Inc. | 2.12% | Add +10.5% | 125,465 | $7.6M |
| Brown Brothers Harriman & Co. | 0.06% | Add +24.4% | 125,411 | $7.6M |
| Rogco, LP | 3.11% | Reduce -1.9% | 125,354 | $7.6M |
| Harbour Investments, Inc. | 0.27% | Add +3.5% | 125,137 | $7.6M |
| Pettyjohn, Wood & White, Inc. | 1.50% | Add +0.6% | 124,402 | $7.6M |
| Sterling Investment Advisors LLC | 4.43% | No change | 124,335 | $7.6M |
| Atlanta Consulting Group Advisors, LLC | 2.60% | — | 123,926 | $7.5M |
| Atticus Wealth Management, LLC | 2.46% | Add +4.5% | 123,647 | $7.5M |
| Capital Investment Advisory Services, LLC | 0.80% | Add +1.9% | 123,595 | $7.5M |
| Tectonic Advisors LLC | 0.57% | No change | 123,485 | $7.5M |
| Canal Capital Management, LLC | 1.25% | Reduce -0.4% | 122,886 | $7.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.17% | Reduce -87.1% | 122,650 | $7.4M |
| Destiny Capital Corp | 5.17% | Add +7.3% | 122,215 | $7.4M |
| Wesbanco Bank Inc. | 0.28% | Add +3.8% | 122,115 | $7.4M |
| Asset Allocation Strategies LLC | 2.61% | Add +8.1% | 121,822 | $7.4M |
| Wela Strategies, Inc. | 3.49% | Reduce -51.5% | 121,496 | $7.4M |
| Bank of Hawaii | 0.36% | Reduce -3.9% | 121,280 | $7.4M |
| State of Wisconsin Investment Board | 0.02% | Reduce -31.2% | 120,850 | $7.3M |
| Pitcairn Co. | 0.47% | Add +311.1% | 120,425 | $7.3M |
| Dupont Capital Management Corp. | 0.61% | Reduce -72.3% | 120,380 | $7.3M |
| Lake Street Private Wealth, LLC | 1.01% | Add +1181.2% | 119,409 | $7.3M |
| Econ Financial Services Corp | 4.48% | Reduce -8.2% | 118,735 | $7.2M |
| Chevy Chase Trust Holdings, LLC | 0.02% | Reduce -1.5% | 117,937 | $7.2M |
| Boltwood Capital Management | 2.22% | Reduce -0.5% | 117,905 | $7.2M |
| Meridian Financial Advisors, LLC | 5.34% | Reduce -0.7% | 117,827 | $7.2M |
| PCA Investment Advisory Services Inc. | 3.99% | Add +3.7% | 116,894 | $7.1M |
| RFP Financial Group LLC | 2.76% | Add +3.0% | 116,592 | $7.1M |
| HB Wealth Management, LLC | 0.09% | Add +13.1% | 115,958 | $7.0M |
| Buckingham Capital Management, Inc. | 0.86% | Reduce -0.8% | 115,545 | $7.0M |
| Prospera Financial Services Inc | 0.21% | Add +1.2% | 115,506 | $7.0M |
| KOM Wealth Management Group, LLC | 6.90% | Reduce -22.9% | 115,458 | $7.0M |
| Wealth Quarterback LLC | 3.92% | Reduce -6.7% | 115,448 | $7.0M |
| Councilor Wealth, LLC | 3.50% | Reduce -15.6% | 115,150 | $7.0M |
| Topel & Distasi Wealth Management, LLC | 3.09% | No change | 115,095 | $7.0M |
| IFS Advisors, LLC | 6.06% | Reduce -0.5% | 114,280 | $6.9M |
| Alliance Wealth Advisors, LLC | 4.35% | Add +1.6% | 113,290 | $6.9M |
| Client First Capital LLC | 4.77% | Add +72.9% | 112,026 | $6.8M |
| Penserra Capital Management LLC | 0.09% | New | 111,905 | $6.8M |
| Jefferies Financial Group Inc. | 0.15% | Reduce -6.8% | 111,721 | $6.8M |
| Regal Investment Advisors LLC | 0.46% | Add +1.1% | 110,869 | $6.7M |
| American National Bank & Trust | 0.89% | Reduce -1.5% | 110,835 | $6.7M |
| Trinity Financial Advisors LLC | 3.03% | Add +11.6% | 110,786 | $6.7M |
| Triad Wealth Partners, LLC | 5.16% | — | 110,703 | $6.7M |
| Peapack Gladstone Financial Corp. | 0.10% | Add +1.6% | 110,231 | $6.7M |
| Norway Savings Bank | 2.79% | Add +11.3% | 109,976 | $6.7M |
| Wescott Financial Advisory Group, LLC | 0.83% | Reduce -2.0% | 109,494 | $6.7M |
| Pinnacle Bancorp, Inc. | 1.97% | Reduce -1.8% | 109,456 | $6.6M |
| Armbruster Capital Management, Inc. | 1.41% | Reduce -3.9% | 108,815 | $6.6M |
| Sheets Smith Wealth Management | 0.74% | Reduce -0.4% | 108,253 | $6.6M |
| London Co. of Virginia | 0.03% | Reduce -61.5% | 107,956 | $6.6M |
| Afg Fiduciary Services Limited Partnership | 4.85% | Reduce -3.1% | 109,260 | $6.6M |
| Legacy Trust | 1.63% | Reduce -2.2% | 107,730 | $6.5M |
| SPC Financial, Inc. | 0.61% | Add +13.3% | 107,718 | $6.5M |
| Farther Finance Advisors, LLC | 0.40% | Reduce -0.8% | 108,121 | $6.5M |
| IFP Advisors, Inc | 0.29% | Reduce -5.6% | 107,431 | $6.5M |
| Smith Shellnut Wilson LLC | 3.44% | Reduce -1.6% | 106,888 | $6.5M |
| LBMC Investment Advisors, LLC | 0.56% | Add +4.8% | 106,700 | $6.5M |
| GYL Financial Synergies, LLC | 0.51% | Reduce -0.4% | 106,690 | $6.5M |
| Cottage Street Advisors LLC | 3.91% | Reduce -0.3% | 106,606 | $6.5M |
| Ewa, LLC | 2.91% | Reduce -59.1% | 108,103 | $6.5M |
| CENTRAL TRUST Co | 0.16% | Reduce -4.1% | 106,313 | $6.5M |
| Strategic Financial Concepts, LLC | 1.55% | Add +69.8% | 105,881 | $6.4M |
| Triangle Securities Wealth Management | 1.81% | Add +1.9% | 104,658 | $6.4M |
| Birch Hill Investment Advisors LLC | 0.31% | Add +1.9% | 104,069 | $6.3M |
| Rehmann Capital Advisory Group | 0.47% | Add +0.2% | 103,595 | $6.3M |
| Pettinga Financial Advisors LLC | 1.60% | Reduce -2.9% | 103,127 | $6.3M |
| GenTrust, LLC | 0.38% | Reduce -1.7% | 101,778 | $6.2M |
| Snowden Capital Advisors LLC | 0.20% | Reduce -24.7% | 101,739 | $6.2M |
| Mgo One Seven LLC | 0.32% | Reduce -8.9% | 101,235 | $6.1M |
| Crew Capital Management, Ltd | 4.99% | Add +392.9% | 100,988 | $6.1M |
| SlateStone Wealth, LLC | 0.61% | Add +9.4% | 100,305 | $6.1M |
| Richardson Capital Management LLC | 4.97% | Add +17601.4% | 100,013 | $6.1M |
| Mather Group, Llc. | 0.10% | Reduce -80.1% | 21,893 | $6.1M |
| Pennsylvania Capital Management Inc. | 2.51% | Reduce -6.0% | 99,738 | $6.1M |
| Affinity Capital Advisors, LLC | 1.35% | Add +31.5% | 99,645 | $6.1M |
| Financial Council, LLC | 3.57% | Reduce -0.2% | 99,350 | $6.0M |
| Delta Wealth Advisors LLC | 6.21% | — | 99,004 | $6.0M |
| Alpha Financial Partners LLC | 5.47% | Add +2.9% | 98,907 | $6.0M |
| FRG Family Wealth Advisors LLC | 1.17% | No change | 104,245 | $6.0M |
| Wrapmanager Inc. | 1.63% | Add +23.9% | 96,607 | $5.9M |
| Pure Financial Advisors, LLC | 0.18% | Reduce -5.6% | 95,987 | $5.8M |
| Global Trust Asset Management, LLC | 2.39% | Add +2.3% | 95,935 | $5.8M |
| ProVise Management Group, LLC | 0.50% | Reduce -2.7% | 95,630 | $5.8M |
| Belpointe Asset Management LLC | 0.43% | Add +140.2% | 95,587 | $5.8M |
| Parsons Capital Management Inc. | 0.40% | Reduce -4.4% | 95,277 | $5.8M |
| SOL Capital Management CO | 0.73% | Reduce -3.8% | 95,115 | $5.8M |
| Dakota Wealth Management | 0.14% | Reduce -32.4% | 94,930 | $5.8M |
| David J Yvars Group | 3.88% | Reduce -0.3% | 94,688 | $5.8M |
| Old Mission Investment Co LLC | 1.92% | Reduce -0.7% | 94,621 | $5.7M |
| Caldwell Trust Co | 0.67% | Add +15.8% | 94,458 | $5.7M |
| Bigelow Investment Advisors, LLC | 2.82% | Add +7.9% | 94,357 | $5.7M |
| Alley Investment Management Company, LLC | 0.78% | Add +0.6% | 93,798 | $5.7M |
| Greenup Street Wealth Management LLC | 1.43% | Add +33.8% | 93,669 | $5.7M |
| Pacific Financial Group Inc. | 3.91% | Add +0.9% | 93,309 | $5.7M |
| Fifth Third Securities, Inc. | 0.55% | Add +1.6% | 93,157 | $5.7M |
| Old National Bancorp | 0.13% | Reduce -2.3% | 93,061 | $5.7M |
| Rathbones Group PLC | 0.03% | Add +8.0% | 93,045 | $5.7M |
| Essex Financial Services, Inc. | 0.52% | Add +3.0% | 92,962 | $5.6M |
| Cranbrook Wealth Management, LLC | 1.43% | Add +1.7% | 92,946 | $5.6M |
| AE Wealth Management LLC | 0.06% | Reduce -85.7% | 92,861 | $5.6M |
| Summit Financial Group, Inc. | 2.00% | Reduce -2.9% | 92,740 | $5.6M |
| Bellwether Advisors, LLC | 1.24% | No change | 92,652 | $5.6M |
| Balanced Wealth Group LLC | 2.50% | Reduce -45.0% | 93,944 | $5.6M |
| Mutual Advisors, LLC | 0.18% | Add +37.0% | 92,068 | $5.6M |
| Cynosure Group, LLC | 1.00% | Add +1.0% | 91,733 | $5.6M |
| USAdvisors Wealth Management, LLC | 2.10% | Reduce -3.9% | 91,712 | $5.6M |
| Syntax Research, Inc. | 4.24% | Reduce -1.5% | 91,327 | $5.5M |
| Principal Securities, Inc. | 0.17% | Add +8.1% | 91,261 | $5.5M |
| Bricktown Capital, LLC | 1.12% | No change | 91,250 | $5.5M |
| Fca Corp. | 1.78% | Reduce -0.1% | 90,458 | $5.5M |
| Centennial Bank | 2.81% | Reduce -4.4% | 90,369 | $5.5M |
| Fairway Wealth LLC | 3.69% | Add +12.2% | 89,493 | $5.4M |
| Creative Financial Designs Inc. | 0.51% | Add +16.2% | 89,309 | $5.4M |
| Clarus Wealth Advisors | 3.07% | Add +12.6% | 92,277 | $5.4M |
| Sowell Financial Services LLC | 0.26% | Reduce -1.7% | 89,275 | $5.4M |
| CreativeOne Wealth, LLC | 0.22% | Add +64.9% | 89,148 | $5.4M |
| Transcendent Capital Group LLC | 3.15% | Add +142.5% | 89,147 | $5.4M |
| Twin Focus Capital Partners, LLC | 1.03% | Add +0.4% | 89,033 | $5.4M |
| Opes Wealth Management LLC | 1.24% | Reduce -0.8% | 88,103 | $5.4M |
| First Merchants Corp. | 0.40% | Reduce -2.3% | 87,496 | $5.3M |
| Middleton & Co. Inc. | 0.61% | Add +8.3% | 87,121 | $5.3M |
| Midwest Professional Planners, LTD. | 1.85% | Reduce -1.4% | 87,038 | $5.3M |
| Legacy Private Trust Co. | 0.38% | Add +6.0% | 86,660 | $5.3M |
| CVA Family Office, LLC | 0.93% | Reduce -3.0% | 86,125 | $5.2M |
| Crestwood Advisors Group, LLC | 0.11% | Reduce -2.2% | 85,990 | $5.2M |
| Stephenson & Company, Inc. | 3.80% | Add +9.6% | 85,592 | $5.2M |
| Muirfield Wealth Advisors LLC | 5.01% | Reduce -0.8% | 85,572 | $5.2M |
| Clear Investment Research, LLC | 6.95% | Reduce -11.2% | 85,046 | $5.2M |
| Rebalance, LLC | 0.42% | Add +2.9% | 85,028 | $5.2M |
| Aspiriant, LLC | 0.21% | Reduce -7.8% | 84,750 | $5.1M |
| BayBridge Capital Group, LLC | 4.47% | Add +4.0% | 89,754 | $5.1M |
| Arete Wealth Advisors, LLC | 0.47% | Reduce -5.8% | 84,347 | $5.1M |
| New England Asset Management Inc. | 0.83% | No change | 84,295 | $5.1M |
| Foundations Investment Advisors, LLC | 0.13% | Add +43.5% | 84,180 | $5.1M |
| Cary Street Partners Investment Advisory LLC | 0.22% | Add +5.0% | 84,089 | $5.1M |
| Capital Advisory Group Advisory Services, LLC | 2.41% | Reduce -0.3% | 83,545 | $5.1M |
| Sound Stewardship, LLC | 3.08% | Add +4.1% | 83,514 | $5.1M |
| Leverty Financial Group, LLC | 3.01% | Add +2.0% | 83,066 | $5.0M |
| Gries Financial LLC | 0.84% | Reduce -3.1% | 83,048 | $5.0M |
| Cornerstone Wealth Management, LLC | 0.41% | Reduce -5.4% | 82,675 | $5.0M |
| Goldstein Advisors, LLC | 0.86% | Add +1.7% | 82,538 | $5.0M |
| Fidelis Capital Partners, LLC | 0.76% | Add +14.7% | 82,330 | $5.0M |
| KPP Advisory Services LLC | 1.37% | New | 82,173 | $5.0M |
| Trust Co of the South | 1.15% | Reduce -0.6% | 81,665 | $5.0M |
| Level Four Advisory Services, LLC | 0.27% | Reduce -80.0% | 17,822 | $4.9M |
| Securian Asset Management, Inc. | 0.14% | Reduce -3.6% | 81,010 | $4.9M |
| CRA Financial Services, LLC | 1.06% | Add +0.8% | 80,420 | $4.9M |
| Castle Wealth Management LLC | 2.55% | Reduce -9.8% | 80,362 | $4.9M |
| StrongBox Wealth, LLC | 2.57% | Add +184.1% | 80,239 | $4.9M |
| New York Life Investment Management LLC | 0.05% | New | 80,178 | $4.9M |
| Great Diamond Partners, LLC | 1.12% | Add +10.4% | 80,141 | $4.9M |
| Venture Visionary Partners LLC | 0.23% | Reduce -5.6% | 80,005 | $4.9M |
| Elevation Point Wealth Partners, LLC | 0.37% | Reduce -2.3% | 79,774 | $4.8M |
| Sonata Capital Group Inc. | 2.20% | Add +0.5% | 79,701 | $4.8M |
| Perritt Capital Management Inc | 2.61% | Reduce -0.3% | 79,612 | $4.8M |
| Ellerson Group Inc. | 3.69% | Reduce -0.3% | 79,535 | $4.8M |
| Sabal Trust CO | 0.28% | Add +13.0% | 79,465 | $4.8M |
| Composition Wealth, LLC | 0.12% | Reduce -8.5% | 79,351 | $4.8M |
| Brookstone Capital Management | 0.09% | Reduce -23.0% | 79,236 | $4.8M |
| American Century Companies Inc. | 0.00% | Add +11.4% | 79,100 | $4.8M |
| Hengehold Capital Management LLC | 0.51% | Add +4.8% | 79,053 | $4.8M |
| Watchman Group, Inc. | 1.45% | Add +6.1% | 78,864 | $4.8M |
| Sebold Capital Management, Inc. | 3.23% | Reduce -8.0% | 78,694 | $4.8M |
| TCTC Holdings, LLC | 0.16% | Add +5.3% | 78,578 | $4.8M |
| Flagship Private Wealth, LLC | 3.08% | Add +2.6% | 78,502 | $4.8M |
| MSH Capital Advisors LLC | 1.67% | Reduce -11.3% | 78,447 | $4.8M |
| Sterling Financial Planning, Inc. | 1.93% | Reduce -4.5% | 78,384 | $4.8M |
| Grey Ledge Advisors, LLC | 1.34% | Add +10.6% | 78,135 | $4.7M |
| Arrowroot Family Office, LLC | 3.02% | Add +6.7% | 77,707 | $4.7M |
| Seaview Investment Managers LLC | 1.42% | Add +7.2% | 77,618 | $4.7M |
| Greenfield Savings Bank | 2.47% | Add +6.8% | 77,298 | $4.7M |
| SOA Wealth Advisors, LLC. | 0.97% | Reduce -3.1% | 77,029 | $4.7M |
| Silver Oak Securities, Incorporated | 0.71% | Reduce -4.5% | 76,899 | $4.7M |
| Summit Financial, LLC | 0.28% | Add +8.6% | 76,886 | $4.7M |
| Agf Management Ltd. | 0.03% | Reduce -1.3% | 76,425 | $4.6M |
| LifeSteps Financial, Inc. | 3.49% | Reduce -3.3% | 76,067 | $4.6M |
| City Holding Co. | 0.69% | Add +7.4% | 75,732 | $4.6M |
| Sandy Cove Advisors, LLC | 2.12% | Add +2.5% | 75,644 | $4.6M |
| Dohj, LLC | 1.22% | Add +14.8% | 75,557 | $4.6M |
| First National Bank of Omaha | 0.31% | Reduce -10.3% | 78,523 | $4.6M |
| Forum Private Client Group LLC | 2.22% | Add +1.6% | 75,399 | $4.6M |
| PFG Private Wealth Management, LLC | 2.88% | Reduce -0.8% | 75,358 | $4.6M |
| Aprio Wealth Management, LLC | 0.89% | Add +662.5% | 75,102 | $4.6M |
| Focus Partners Advisor Solutions, LLC | 0.13% | Add +37.6% | 74,869 | $4.5M |
| United Community Bank | 1.76% | Add +3.6% | 74,782 | $4.5M |
| FC Advisory LLC | 1.67% | Add +1.2% | 74,627 | $4.5M |
| Two Sigma Securities, LLC | 0.22% | Add +1187.4% | 74,539 | $4.5M |
| Colonial Trust Co / SC | 0.84% | Add +0.3% | 74,116 | $4.5M |
| Smith Anglin Financial, LLC | 0.46% | Reduce -13.8% | 73,956 | $4.5M |
| Trust Co. of Oklahoma | 1.59% | Add +0.8% | 73,705 | $4.5M |
| Concourse Financial Group Securities, Inc. | 0.29% | Reduce -4.3% | 73,544 | $4.5M |
| Benchmark Financial Wealth Advisors, LLC | 1.71% | Reduce -7.9% | 73,507 | $4.5M |
| Money Concepts Capital Corp. | 0.41% | Add +11.8% | 72,852 | $4.4M |
| Sather Financial Group Inc | 0.32% | Reduce -1.4% | 72,825 | $4.4M |
| Simplicity Wealth,LLC | 0.11% | New | 72,742 | $4.4M |
| Nepc LLC | 0.15% | No change | 72,425 | $4.4M |
| Summit Wealth Partners, LLC | 0.94% | Add +9.2% | 72,222 | $4.4M |
| PFG Advisors | 0.32% | Reduce -1.7% | 71,949 | $4.4M |
| HighMark Wealth Management LLC | 2.69% | Add +3.7% | 71,537 | $4.3M |
| Hilltop Holdings Inc. | 0.48% | Add +3.6% | 71,480 | $4.3M |
| Sage Financial Management Group, Inc. | 2.05% | Add +4.9% | 71,316 | $4.3M |
| Ellevest, Inc. | 0.27% | Add +25.2% | 71,289 | $4.3M |
| Heritage Investors Management Corp. | 0.15% | Add +0.3% | 71,205 | $4.3M |
| River Wealth Advisors LLC | 0.63% | Reduce -5.6% | 70,955 | $4.3M |
| TD Waterhouse Canada Inc. | 0.03% | Reduce -4.9% | 61,526 | $4.3M |
| IHT Wealth Management, LLC | 0.17% | Add +5.5% | 70,865 | $4.3M |
| Quad-Cities Investment Group, LLC | 2.52% | Add +5.2% | 70,863 | $4.3M |
| Partnership Wealth Management, LLC | 3.02% | Add +2.7% | 70,825 | $4.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +11.2% | 70,549 | $4.3M |
| Vestor Capital, LLC | 0.36% | Reduce -19.6% | 69,889 | $4.2M |
| Good Life Advisors, LLC | 0.37% | Reduce -5.6% | 69,412 | $4.2M |
| Guardian Asset Advisors, LLC | 3.49% | Add +33.7% | 69,185 | $4.2M |
| Verus Financial Partners, Inc. | 0.49% | Reduce -1.0% | 68,965 | $4.2M |
| North Star Asset Management Inc. | 0.20% | Reduce -60.0% | 68,956 | $4.2M |
| Jane Street Group, LLC | 0.01% | New | 68,663 | $4.2M |
| Westwood Holdings Group Inc. | 0.03% | Add +1.2% | 68,270 | $4.1M |
| United Bank | 2.10% | Reduce -0.8% | 68,112 | $4.1M |
| Wedmont Private Capital | 0.30% | Add +0.3% | 68,884 | $4.1M |
| NBT Bank, N.A. | 0.30% | Add +10.5% | 67,810 | $4.1M |
| Landmark Wealth Management, LLC | 1.90% | Reduce -4.5% | 67,629 | $4.1M |
| Element Wealth, LLC | 2.40% | Reduce -0.8% | 67,599 | $4.1M |
| Foundry Financial Group, Inc. | 2.93% | Reduce -2.3% | 67,514 | $4.1M |
| GTS Securities LLC | 0.11% | Reduce -71.1% | 66,717 | $4.1M |
| Moller Wealth Partners | 1.10% | No change | 66,624 | $4.0M |
| Alliance Wealth Management Group | 1.19% | Add +3.5% | 66,583 | $4.0M |
| Brighton Jones LLC | 0.15% | Reduce -0.3% | 66,485 | $4.0M |
| Manhattan West Asset Management, LLC | 0.97% | Add +0.9% | 66,392 | $4.0M |
| Smithbridge Asset Management Inc. | 0.83% | No change | 65,975 | $4.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Reduce -38.5% | 65,810 | $4.0M |
| Annapolis Financial Services, LLC | 1.31% | Reduce -4.3% | 65,725 | $4.0M |
| Welch & Forbes LLC | 0.05% | Reduce -6.6% | 64,985 | $3.9M |
| Laird Norton Wetherby Trust Company, LLC | 0.53% | New | 64,825 | $3.9M |
| Gryphon Financial Partners LLC | 0.67% | Reduce -3.6% | 64,632 | $3.9M |
| Newman Dignan & Sheerar, Inc. | 1.04% | Reduce -1.2% | 64,176 | $3.9M |
| Central Bank & Trust Co. | 0.55% | Reduce -2.8% | 64,096 | $3.9M |
| Olympus Wealth Management, LLC | 2.31% | Reduce -21.6% | 64,034 | $3.9M |
| Busey Bank | 0.14% | Add +18.5% | 63,971 | $3.9M |
| Parisi Gray Wealth Management | 1.46% | Reduce -8.1% | 63,969 | $3.9M |
| Headinvest, LLC | 0.75% | Add +0.5% | 63,610 | $3.9M |
| VCI Wealth Management LLC | 2.60% | Reduce -17.3% | 63,344 | $3.8M |
| ForthRight Wealth Management, LLC | 1.38% | Reduce -2.1% | 63,278 | $3.8M |
| VitalStone Financial, LLC | 2.93% | Reduce -11.7% | 63,200 | $3.8M |
| Joel Isaacson & Co., LLC | 0.21% | Add +8.3% | 62,935 | $3.8M |
| Kowal Investment Group, LLC | 0.83% | Add +3.2% | 62,920 | $3.8M |
| Breakwater Capital Group | 0.96% | Reduce -1.3% | 62,797 | $3.8M |
| Platte River Wealth Advisors, LLC | 1.08% | Add +7.5% | 62,440 | $3.8M |
| Neuberger Berman Group LLC | 0.00% | Reduce -2.5% | 62,242 | $3.8M |
| Newton One Investments LLC | 1.66% | Reduce -0.7% | 62,069 | $3.8M |
| Valeo Financial Advisors, LLC | 0.13% | Add +4.5% | 64,679 | $3.7M |
| HTG Investment Advisors, Inc. | 2.16% | Add +5.6% | 61,446 | $3.7M |
| Willis Johnson & Associates, Inc. | 0.32% | Add +0.7% | 61,024 | $3.7M |
| Spinnaker Trust | 0.24% | Reduce -2.4% | 60,979 | $3.7M |
| Deutsche Bank AG | 0.00% | No change | 60,955 | $3.7M |
| Northstar Advisory Group, LLC | 2.23% | Reduce -63.5% | 61,683 | $3.7M |
| Evergreen Capital Management LLC | 0.14% | Add +18.8% | 60,692 | $3.7M |
| PFG Investments, LLC | 0.22% | Add +767.3% | 60,496 | $3.7M |
| McGlone Suttner Wealth Management, Inc. | 0.69% | Reduce -4.9% | 60,130 | $3.7M |
| Wealthspan Partners, LLC | 2.14% | Reduce -5.3% | 59,917 | $3.6M |
| Counterweight Ventures, LLC | 2.92% | Reduce -25.4% | 59,755 | $3.6M |
| Creekmur Asset Management LLC | 1.24% | Reduce -36.6% | 59,654 | $3.6M |
| Farmers Trust Co. | 0.73% | Add +3.0% | 59,600 | $3.6M |
| Beirne Wealth Consulting Services, LLC | 1.53% | Add +1.5% | 59,379 | $3.6M |
| JPL Wealth Management, LLC | 1.98% | Add +29.4% | 58,971 | $3.6M |
| RDA Financial Network | 1.23% | Reduce -0.6% | 58,809 | $3.6M |
| Jaffetilchin Investment Partners, LLC | 0.32% | Reduce -0.8% | 58,783 | $3.6M |
| Nilsine Partners, LLC | 0.48% | Reduce -0.7% | 58,460 | $3.6M |
| Perennial Investment Advisors, LLC | 0.54% | Add +4.7% | 58,337 | $3.5M |
| Wellspring Financial Advisors, LLC | 0.56% | Reduce -79.6% | 1,280,676 | $3.5M |
| Aua Capital Management, LLC | 2.04% | Reduce -1.6% | 58,255 | $3.5M |
| MidAtlantic Capital Management, Inc. | 3.10% | Add +0.5% | 58,188 | $3.5M |
| Bleakley Financial Group, LLC | 0.10% | Reduce -2.7% | 58,018 | $3.5M |
| Boston Family Office LLC | 0.25% | Add +2.0% | 57,914 | $3.5M |
| Cozad Asset Management Inc. | 0.36% | Add +4.4% | 57,569 | $3.5M |
| Palisade Asset Management, LLC | 0.34% | Reduce -0.6% | 56,910 | $3.5M |
| Bradley Foster & Sargent Inc. | 0.06% | Reduce -1.3% | 56,884 | $3.5M |
| Forza Wealth Management, LLC | 1.79% | No change | 56,785 | $3.4M |
| SpiderRock Advisors, LLC | 0.11% | — | 59,030 | $3.4M |
| Eagle Strategies LLC | 0.76% | New | 56,591 | $3.4M |
| Beacon Capital Management, Inc. | 0.14% | Add +2.0% | 56,876 | $3.4M |
| Crumly & Associates Inc. | 0.90% | Reduce -2.4% | 56,373 | $3.4M |
| NewEdge Wealth, LLC | 0.08% | Add +22.5% | 58,911 | $3.4M |
| Kickstand Ventures, Llc. | 0.96% | Reduce -54.3% | 56,010 | $3.4M |
| Empower Advisory Group, LLC | 0.01% | Add +14.4% | 55,424 | $3.4M |
| Wealth Alliance, LLC | 0.44% | Reduce -7.3% | 55,043 | $3.3M |
| Geneos Wealth Management Inc. | 0.15% | Reduce -3.1% | 54,938 | $3.3M |
| Lyell Wealth Management, LP | 0.34% | Add +3.7% | 54,930 | $3.3M |
| NorthRock Partners, LLC | 0.13% | Add +33.1% | 54,826 | $3.3M |
| Unionview, LLC | 2.75% | Add +0.9% | 54,686 | $3.3M |
| WCG Wealth Advisors LLC | 0.28% | Reduce -5.5% | 54,603 | $3.3M |
| Csenge Advisory Group | 0.19% | Add +8.5% | 54,541 | $3.3M |
| Wetzel Investment Advisors, Inc. | 1.95% | Add +0.7% | 58,655 | $3.3M |
| RTD Financial Advisors, Inc. | 0.44% | Add +59.5% | 54,389 | $3.3M |
| Kaydan Wealth Management, Inc. | 1.12% | Add +15.4% | 54,196 | $3.3M |
| Cornerstone Advisors Asset Management, LLC | 1.16% | No change | 54,110 | $3.3M |
| Pillar Wealth Advisors, LLC | 2.47% | Add +16.2% | 53,929 | $3.3M |
| Laird Norton Wetherby Wealth Management, LLC | 0.16% | Reduce -6.6% | 53,715 | $3.3M |
| Financial Strategies Group, Inc. | 0.88% | Reduce -9.9% | 54,376 | $3.3M |
| HM Payson & Co. | 0.06% | Add +1.9% | 53,605 | $3.3M |
| Harbor Investment Advisory, LLC | 0.34% | Reduce -11.5% | 53,589 | $3.3M |
| AA Financial Advisors, LLC | 1.31% | Add +0.7% | 53,537 | $3.3M |
| Stephens Inc. | 0.05% | Reduce -3.0% | 53,243 | $3.2M |
| Fernwood Investment Management, LLC | 0.94% | Reduce -5.3% | 53,135 | $3.2M |
| Sweet Financial Partners, LLC | 0.74% | Add +14.8% | 53,040 | $3.2M |
| Cadence Bank | 0.23% | Reduce -3.8% | 52,891 | $3.2M |
| Consolidated Portfolio Review Corp | 0.84% | Reduce -4.8% | 52,579 | $3.2M |
| Orion Capital Management LLC | 1.69% | Reduce -25.2% | 52,202 | $3.2M |
| Park Place Capital Corp | 1.13% | Reduce -17.9% | 52,109 | $3.2M |
| Washburn Capital Management, Inc. | 2.34% | Reduce -8.6% | 52,040 | $3.2M |
| Wealth Group Ltd | 0.97% | Reduce -5.7% | 52,625 | $3.1M |
| Wolverine Trading, LLC | 0.03% | New | 51,705 | $3.1M |
| Hirtle & Co., LLC | 0.16% | No change | 51,700 | $3.1M |
| C2C Wealth Management, LLC | 3.11% | No change | 51,655 | $3.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +123.5% | 51,550 | $3.1M |
| UNIVEST FINANCIAL Corp | 0.88% | Reduce -1.0% | 51,248 | $3.1M |
| Advus Financial Partners, LLC | 0.96% | Reduce -2.9% | 51,017 | $3.1M |
| Strategic Wealth Partners Group, LLC | 0.34% | Add +14.6% | 51,016 | $3.1M |
| Heritage Wealth Management, Inc./Texas | 2.01% | Reduce -1.7% | 50,982 | $3.1M |
| Embree Financial Group | 0.60% | Reduce -7.8% | 50,707 | $3.1M |
| Ieq Capital, LLC | 0.04% | Add +7.6% | 50,700 | $3.1M |
| Summit Investment Advisory Services, LLC | 1.81% | Reduce -0.3% | 50,246 | $3.1M |
| Grey Fox Wealth Advisors, LLC | 1.14% | Reduce -0.5% | 50,044 | $3.0M |
| Boston Research & Management Inc. | 0.74% | Reduce -1.9% | 49,501 | $3.0M |
| Camden National Bank | 0.53% | Reduce -7.5% | 49,457 | $3.0M |
| Bowman & Co S.C. | 1.81% | Add +228.1% | 48,963 | $3.0M |
| Schonfeld Strategic Advisors LLC | 0.02% | New | 48,914 | $3.0M |
| HBK Sorce Advisory LLC | 0.10% | Reduce -0.9% | 48,907 | $3.0M |
| Townsend Asset Management Corp. /NC/ | 1.18% | Reduce -0.3% | 48,892 | $3.0M |
| Continuum Advisory, LLC | 0.44% | Add +1.0% | 49,574 | $3.0M |
| Legacy Financial Advisors, Inc. | 0.53% | Add +8.6% | 48,753 | $3.0M |
| Bank of New Hampshire | 0.77% | Add +0.8% | 48,314 | $2.9M |
| General Partner, Inc. | 1.83% | Add +11.0% | 48,050 | $2.9M |
| Bryn Mawr Trust Advisors, LLC | 0.17% | Add +11.2% | 48,035 | $2.9M |
| Mission Wealth Management, LP | 0.08% | Add +45.4% | 47,997 | $2.9M |
| Biltmore Family Office, LLC | 0.57% | Reduce -0.8% | 47,981 | $2.9M |
| Etfidea, LLC | 0.99% | Reduce -0.7% | 47,908 | $2.9M |
| Flagship Harbor Advisors, LLC | 0.19% | Add +53.5% | 47,878 | $2.9M |
| Lebenthal Global Advisors, LLC | 0.65% | Reduce -1.5% | 47,818 | $2.9M |
| 360 Financial, Inc. | 1.13% | Add +3.3% | 47,782 | $2.9M |
| GW Henssler & Associates Ltd. | 0.17% | Reduce -7.0% | 47,661 | $2.9M |
| Prosperity Financial Group, Inc. | 1.78% | Add +461.8% | 47,468 | $2.9M |
| IMC-Chicago, LLC | 0.10% | New | 47,321 | $2.9M |
| Patten Group, Inc. | 0.71% | Reduce -2.5% | 47,190 | $2.9M |
| New England Private Wealth Advisors LLC | 0.50% | Add +0.3% | 47,340 | $2.9M |
| Merit Financial Group, LLC | 0.07% | Add +20.1% | 48,835 | $2.9M |
| Premier Path Wealth Partners, LLC | 0.54% | Add +14.9% | 46,998 | $2.9M |
| Arbor Trust Wealth Advisors, LLC | 1.56% | Add +0.8% | 48,380 | $2.8M |
| Buffington Mohr McNeal | 0.51% | Reduce -1.3% | 46,784 | $2.8M |
| FLC Capital Advisors | 0.72% | No change | 46,690 | $2.8M |
| Convergence Financial, LLC | 1.15% | Add +718.6% | 45,883 | $2.8M |
| Intrua Financial, LLC | 0.43% | Reduce -22.1% | 45,661 | $2.8M |
| Townsquare Capital LLC | 0.04% | Reduce -18.8% | 45,526 | $2.8M |
| Private Portfolio Partners LLC | 0.58% | Add +7.0% | 45,454 | $2.8M |
| Diversified Portfolios, Inc. | 0.39% | Add +4.0% | 45,450 | $2.8M |
| Carnegie Investment Counsel | 0.09% | Reduce -7.8% | 45,264 | $2.7M |
| Apexium Financial, LP | 0.21% | Reduce -0.6% | 45,256 | $2.7M |
| Birchcreek Wealth Management, LLC | 1.44% | Add +7.2% | 45,187 | $2.7M |
| Moloney Securities Asset Management, LLC | 0.42% | Add +5.1% | 45,131 | $2.7M |
| SigFig Wealth Management, LLC | 0.10% | Reduce -0.7% | 44,960 | $2.7M |
| Steward Partners Investment Solutions, LLC | 0.46% | New | 44,718 | $2.7M |
| Next Capital Management LLC | 1.10% | Add +1.7% | 44,633 | $2.7M |
| Higgins & Schmidt Wealth Strategies LLC | 1.99% | Add +0.9% | 44,506 | $2.7M |
| Glassman Wealth Services | 0.54% | Add +4.4% | 44,270 | $2.7M |
| Private Wealth Group, LLC | 1.39% | Add +3.0% | 44,240 | $2.7M |
| Gilbert & Cook, Inc. | 0.36% | Reduce -2.1% | 44,043 | $2.7M |
| Claro Advisors Inc. | 0.46% | Add +2.9% | 43,844 | $2.7M |
| SevenBridge Financial Group, LLC | 0.60% | Reduce -8.4% | 45,072 | $2.6M |
| Arvest Trust Co. N A | 0.15% | Reduce -6.7% | 43,265 | $2.6M |
| ERn Financial, LLC | 0.45% | Reduce -1.6% | 43,158 | $2.6M |
| Vista Investment Management | 1.07% | Add +0.4% | 43,094 | $2.6M |
| Hilltop National Bank | 0.88% | — | 42,845 | $2.6M |
| Quadcap Wealth Management, LLC | 0.59% | Reduce -1.8% | 42,770 | $2.6M |
| Steigerwald, Gordon & Koch Inc. | 0.32% | Add +0.8% | 42,681 | $2.6M |
| Walkner Condon Financial Advisors LLC | 0.55% | Add +3.2% | 42,577 | $2.6M |
| Strategic Blueprint, LLC | 0.18% | Add +19.3% | 42,488 | $2.6M |
| Weinberger Asset Management, Inc | 1.25% | Reduce -7.1% | 42,475 | $2.6M |
| Delta Financial Advisors LLC | 1.02% | No change | 42,470 | $2.6M |
| Brady Family Wealth, LLC | 0.84% | No change | 42,427 | $2.6M |
| Burke & Herbert Bank & Trust Co. | 1.93% | Add +0.8% | 42,159 | $2.6M |
| Willow Creek Wealth Management Inc. | 0.30% | Add +0.2% | 41,835 | $2.5M |
| KCM Investment Advisors LLC | 0.09% | Reduce -1.8% | 41,543 | $2.5M |
| Fairman Group, LLC | 2.37% | Add +24.9% | 41,357 | $2.5M |
| CPC Advisors, LLC | 0.43% | Reduce -1.4% | 41,260 | $2.5M |
| Keel Point, LLC | 0.26% | No change | 41,185 | $2.5M |
| Congress Park Capital LLC | 1.11% | Add +3.1% | 41,136 | $2.5M |
| SWP Financial LLC | 1.75% | Add +14.4% | 41,125 | $2.5M |
| Broadview Financial Management, LLC | 1.81% | Reduce -2.3% | 40,910 | $2.5M |
| Wedbush Securities Inc. | 0.09% | Reduce -5.3% | 40,798 | $2.5M |
| First County Bank | 1.21% | Reduce -13.9% | 40,763 | $2.5M |
| Stock Yards Bank & Trust Co. | 0.08% | Add +4.4% | 40,750 | $2.5M |
| Tritonpoint Wealth, LLC | 0.26% | Reduce -36.4% | 43,055 | $2.5M |
| Providence Capital Advisors, LLC | 0.54% | Add +3.2% | 40,671 | $2.5M |
| Bridge Advisory, LLC | 1.22% | Reduce -23.5% | 40,624 | $2.5M |
| Private Capital Management, LLC | 0.28% | Add +0.5% | 40,544 | $2.5M |
| Accurate Wealth Management, LLC | 0.72% | Reduce -7.0% | 43,447 | $2.5M |
| Spectrum Asset Management, Inc. (NB/CA) | 1.05% | New | 40,380 | $2.5M |
| Nikulski Financial, Inc. | 0.81% | Add +2.7% | 40,315 | $2.4M |
| Cascade Wealth Advisors, Inc | 2.07% | — | 42,147 | $2.4M |
| Center for Financial Planning, Inc. | 0.36% | Add +0.3% | 40,024 | $2.4M |
| Roger Wittlin Investment Advisory, LLC | 1.70% | Reduce -62.5% | 40,002 | $2.4M |
| Jacobi Capital Management LLC | 0.22% | Reduce -0.2% | 39,843 | $2.4M |
| Citizens Business Bank | 0.50% | No change | 39,741 | $2.4M |
| Fortitude Family Office, LLC | 1.61% | Reduce -4.7% | 39,338 | $2.4M |
| Capital Advisors, Ltd. LLC | 0.31% | Reduce -2.3% | 39,333 | $2.4M |
| Triton Financial Group Inc | 1.68% | Reduce -0.9% | 38,985 | $2.4M |
| Bensler, LLC | 0.34% | Add +2.4% | 38,914 | $2.4M |
| NorthLanding Financial Partners, LLC | 2.57% | Reduce -2.8% | 38,849 | $2.4M |
| Wilbanks Smith & Thomas Asset Management LLC | 0.07% | Add +1.6% | 38,828 | $2.4M |
| 1834 Investment Advisors Co. | 0.28% | Reduce -0.3% | 38,739 | $2.4M |
| Guggenheim Capital LLC | 0.02% | Reduce -10.3% | 38,356 | $2.3M |
| Astoria Strategic Wealth, Inc. | 0.74% | Add +0.2% | 38,248 | $2.3M |
| Investment Advisory Services Inc. /TX | 0.85% | Add +1.2% | 38,210 | $2.3M |
| Rockland Trust Co. | 0.12% | Reduce -6.5% | 37,950 | $2.3M |
| Lakeshore Financial Planning, Inc. | 1.16% | Reduce -1.0% | 37,890 | $2.3M |
| MY Wealth Management Inc. | 2.53% | Reduce -37.9% | 37,765 | $2.3M |
| Capital Group Private Client Services, Inc. | 0.02% | Add +12.3% | 37,705 | $2.3M |
| Koshinski Asset Management, Inc. | 0.23% | Reduce -6.2% | 37,545 | $2.3M |
| Cowa, LLC | 1.33% | Reduce -1.8% | 37,262 | $2.3M |
| Gainplan LLC | 1.09% | Add +4.3% | 37,272 | $2.3M |
| Estate Counselors, LLC | 0.26% | New | 37,175 | $2.3M |
| Clifford Swan Investment Counsel LLC | 0.08% | Add +5.5% | 37,065 | $2.3M |
| GEM Asset Management, LLC | 1.51% | Add +0.6% | 39,670 | $2.2M |
| Letson Investment Management, Inc. | 0.95% | No change | 36,790 | $2.2M |
| CIC Wealth, LLC | 0.65% | Add +0.2% | 36,749 | $2.2M |
| Verdence Capital Advisors LLC | 0.20% | Add +5.7% | 36,708 | $2.2M |
| High Net Worth Advisory Group LLC | 0.70% | Add +2.0% | 36,496 | $2.2M |
| Silvercrest Asset Management Group LLC | 0.01% | Reduce -0.5% | 36,485 | $2.2M |
| ICA Group Wealth Management, LLC | 0.44% | Reduce -12.7% | 36,327 | $2.2M |
| Washington Trust Bank | 0.21% | No change | 36,095 | $2.2M |
| FinTrust Capital Advisors, LLC | 0.42% | Reduce -1.1% | 35,831 | $2.2M |
| Navellier & Associates Inc. | 0.27% | No change | 35,825 | $2.2M |
| Maple Capital Management, Inc. | 0.20% | Add +21.9% | 35,810 | $2.2M |
| Revolve Wealth Partners, LLC | 0.37% | Reduce -1.3% | 35,793 | $2.2M |
| Diversify Advisory Services, LLC | 0.13% | — | 35,990 | $2.2M |
| Kohmann Bosshard Financial Services, LLC | 0.30% | No change | 35,650 | $2.2M |
| Arcadia Investment Advisors LLC | 1.23% | Reduce -3.2% | 35,587 | $2.2M |
| Benjamin F. Edwards & Company, Inc. | 0.04% | Reduce -9.5% | 35,431 | $2.2M |
| Azimuth Capital Investment Management LLC | 0.09% | Reduce -1.7% | 35,385 | $2.1M |
| Enzi Wealth | 1.00% | Reduce -0.8% | 37,370 | $2.1M |
| St. Clair Advisors, LLC | 0.69% | No change | 35,186 | $2.1M |
| PSI Advisors, LLC | 0.77% | Reduce -8.3% | 35,176 | $2.1M |
| Three Seasons Wealth, LLC | 1.49% | No change | 35,698 | $2.1M |
| Ategra Capital Management, LLC | 0.98% | Reduce -1.8% | 34,996 | $2.1M |
| Galvin, Gaustad & Stein, LLC | 0.20% | Reduce -5.4% | 34,958 | $2.1M |
| Colony Family Offices, LLC | 0.69% | No change | 34,930 | $2.1M |
| Opinicus Capital, Inc. | 1.88% | Add +14.1% | 34,859 | $2.1M |
| Well Done, LLC | 0.41% | Reduce -0.8% | 34,744 | $2.1M |
| Tiemann Investment Advisors, LLC | 0.94% | Add +4.8% | 34,715 | $2.1M |
| United Bank | 0.25% | Reduce -5.0% | 34,691 | $2.1M |
| LCNB Corp. | 0.76% | Reduce -1.1% | 34,485 | $2.1M |
| Ballew Advisors, Inc | 1.44% | Reduce -4.7% | 35,518 | $2.1M |
| Betterment LLC | 0.01% | Reduce -2.9% | 34,334 | $2.1M |
| Wolf Group Capital Advisors | 0.98% | Reduce -80.0% | 7,917 | $2.1M |
| Amplius Wealth Advisors, LLC | 0.23% | No change | 33,976 | $2.1M |
| Leo Wealth, LLC | 0.21% | Reduce -37.8% | 33,966 | $2.1M |
| Stelac Advisory Services LLC | 0.96% | Add +10.7% | 33,780 | $2.1M |
| Philadelphia Trust Co. | 0.16% | No change | 33,765 | $2.1M |
| Missouri Trust & Investment Co | 0.78% | Add +1.5% | 33,310 | $2.0M |
| Macroview Investment Management LLC | 2.23% | Add +2.4% | 33,130 | $2.0M |
| Pitti Group Wealth Management, LLC | 2.24% | Reduce -1.1% | 34,151 | $2.0M |
| Oldfather Financial Services, LLC | 0.83% | No change | 33,019 | $2.0M |
| Fulton Bank, N.A. | 0.08% | Add +9.6% | 32,912 | $2.0M |
| 9258 Wealth Management, LLC | 0.31% | Reduce -6.5% | 32,898 | $2.0M |
| Corundum Group, Inc. | 0.96% | No change | 32,890 | $2.0M |
| Regatta Capital Group, LLC | 0.45% | Reduce -6.3% | 32,776 | $2.0M |
| Darden Wealth Group Inc | 1.56% | Reduce -1.7% | 32,630 | $2.0M |
| Exchange Bank | 1.62% | Reduce -2.9% | 32,360 | $2.0M |
| Nwam LLC | 0.16% | Reduce -68.2% | 32,639 | $2.0M |
| Forte Asset Management LLC | 1.19% | Add +4.8% | 32,324 | $2.0M |
| waypoint wealth counsel | 1.51% | Add +0.1% | 32,283 | $2.0M |
| Campbell Wealth Management | 0.19% | Reduce -2.2% | 32,260 | $2.0M |
| BigSur Wealth Management LLC | 0.61% | Reduce -5.8% | 32,250 | $2.0M |
| Ignite Planners, LLC | 0.55% | Reduce -1.0% | 32,425 | $2.0M |
| Bedel Financial Consulting, Inc. | 0.31% | Reduce -0.8% | 32,027 | $1.9M |
| Oakworth Capital, Inc. | 0.15% | Reduce -1.5% | 31,935 | $1.9M |
| Capasso Planning Partners LLC | 0.80% | Add +6.5% | 31,874 | $1.9M |
| Investment Partners, LTD. | 0.88% | No change | 31,870 | $1.9M |
| Parkside Financial Bank & Trust | 0.31% | Reduce -1.9% | 31,713 | $1.9M |
| CBIZ Investment Advisory Services, LLC | 0.13% | Add +21.4% | 31,463 | $1.9M |
| Vectors Research Management, LLC | 0.53% | No change | 31,158 | $1.9M |
| Keeley-Teton Advisors, LLC | 0.23% | Add +271.2% | 31,124 | $1.9M |
| Baker Avenue Asset Management, LP | 0.07% | Reduce -1.1% | 31,049 | $1.9M |
| Objective Capital Management, LLC | 1.27% | Reduce -7.9% | 30,991 | $1.9M |
| Tranquility Partners, LLC | 0.73% | Add +2.7% | 30,966 | $1.9M |
| Element Pointe Advisors, LLC | 0.48% | Reduce -83.0% | 30,805 | $1.9M |
| International Assets Investment Management, LLC | 0.20% | Add +0.7% | 30,915 | $1.9M |
| Evoke Wealth, LLC | 0.06% | New | 30,713 | $1.9M |
| Private Capital Management LLC | 0.41% | Reduce -37.3% | 30,673 | $1.9M |
| Bank Hapoalim BM | 0.25% | Reduce -44.5% | 30,673 | $1.9M |
| One Wealth Advisors, LLC | 0.32% | Reduce -1.9% | 30,470 | $1.9M |
| First Foundation Advisors | 0.07% | Add +2.9% | 30,363 | $1.8M |
| Glass Jacobson Investment Advisors llc | 0.69% | Reduce -6.0% | 30,356 | $1.8M |
| Capital City Trust Co. | 0.51% | No change | 30,290 | $1.8M |
| Allegheny Financial Group | 0.57% | Reduce -3.2% | 30,196 | $1.8M |
| Novak & Powell Financial Services, Inc. | 1.37% | Reduce -29.0% | 30,181 | $1.8M |
| Harbour Capital Advisors, LLC | 0.45% | No change | 30,715 | $1.8M |
| Saxon Interests, Inc. | 0.87% | Reduce -1.2% | 29,876 | $1.8M |
| Connectus Wealth, LLC | 0.05% | Reduce -93.1% | 29,871 | $1.8M |
| Community Financial Services Group, LLC | 0.41% | — | 29,725 | $1.8M |
| Marcum Wealth, LLC | 0.18% | Add +2.5% | 29,611 | $1.8M |
| Beacon Bank & Trust | 0.44% | Reduce -3.1% | 29,310 | $1.8M |
| Cadinha & Co. LLC | 0.31% | Add +0.3% | 29,262 | $1.8M |
| Ascent Wealth Partners, LLC | 0.26% | Add +3.9% | 29,251 | $1.8M |
| VeraBank, N.A. | 0.55% | Reduce -6.9% | 29,222 | $1.8M |
| Private Ocean, LLC | 0.19% | Reduce -9.4% | 29,148 | $1.8M |
| Condor Capital Management | 0.17% | Reduce -1.2% | 28,932 | $1.8M |
| Aft, Forsyth & Company, Inc. | 1.00% | No change | 28,882 | $1.8M |
| Moors & Cabot, Inc. | 0.09% | Add +16.0% | 28,754 | $1.7M |
| M Holdings Securities, Inc. | 0.29% | New | 28,677 | $1.7M |
| Family Firm, Inc. | 0.42% | Reduce -2.2% | 28,585 | $1.7M |
| Financial Synergies Wealth Advisors, Inc. | 0.23% | Reduce -29.3% | 28,485 | $1.7M |
| Taylor Financial Group, Inc. | 1.32% | Add +4.7% | 28,450 | $1.7M |
| Financial Partners Group, Inc | 0.28% | Add +1.5% | 28,444 | $1.7M |
| EverSource Wealth Advisors, LLC | 0.14% | Add +11.6% | 30,140 | $1.7M |
| Redwood Wealth Management Group, LLC | 1.82% | Add +0.2% | 28,317 | $1.7M |
| Mechanics Bank Trust Department | 0.25% | No change | 28,255 | $1.7M |
| Baron Financial Group, LLC | 1.06% | Add +1.2% | 28,210 | $1.7M |
| Moneywise, Inc. | 0.93% | Reduce -4.2% | 28,143 | $1.7M |
| Brown Miller Wealth Management, LLC | 0.75% | Reduce -2.4% | 28,083 | $1.7M |
| Rockwood Wealth Management, LLC | 0.22% | No change | 27,978 | $1.7M |
| Old North State Trust, LLC | 1.43% | — | 27,945 | $1.7M |
| Berkshire Asset Management LLC | 0.09% | No change | 27,875 | $1.7M |
| Rothschild Wealth LLC | 0.60% | — | 27,863 | $1.7M |
| Cooper Financial Group | 0.28% | Add +4.7% | 27,808 | $1.7M |
| Evensky & Katz LLC | 0.12% | Reduce -3.3% | 27,733 | $1.7M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.98% | Reduce -0.1% | 27,709 | $1.7M |
| RFG Advisory, LLC | 0.06% | Add +7.8% | 27,601 | $1.7M |
| FAS Wealth Partners, Inc. | 0.15% | Reduce -2.8% | 27,596 | $1.7M |
| Round Rock Advisors LLC | 0.40% | Reduce -8.1% | 27,589 | $1.7M |
| Taylor & Morgan Wealth Management, LLC | 1.22% | Add +2.6% | 27,329 | $1.7M |
| XML Financial, LLC | 0.17% | Reduce -0.8% | 27,283 | $1.7M |
| Fiducient Advisors LLC | 0.33% | Add +6.4% | 27,083 | $1.6M |
| Eastern Bank | 0.07% | Reduce -4.9% | 27,047 | $1.6M |
| Amarillo National Bank | 0.31% | Reduce -3.9% | 26,999 | $1.6M |
| Aaron Wealth Advisors LLC | 0.23% | Reduce -15.6% | 26,925 | $1.6M |
| WP Advisors, LLC | 0.54% | Add +0.3% | 26,899 | $1.6M |
| CoreFirst Bank & Trust | 1.02% | Add +47.4% | 26,860 | $1.6M |
| Ascent Group, LLC | 0.14% | Reduce -8.4% | 26,730 | $1.6M |
| Pallas Capital Advisors LLC | 0.07% | Reduce -19.5% | 26,657 | $1.6M |
| Salem Investment Counselors Inc. | 0.05% | Reduce -1.5% | 26,604 | $1.6M |
| TrinityPoint Wealth, LLC | 0.27% | Add +4.0% | 26,584 | $1.6M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +60.1% | 26,557 | $1.6M |
| Coordinated Financial Services, Inc. | 1.42% | — | 26,338 | $1.6M |
| Mine & Arao Wealth Creation & Management, LLC. | 0.79% | Reduce -4.4% | 26,278 | $1.6M |
| Garden State Investment Advisory Services LLC | 0.58% | Add +10.1% | 26,071 | $1.6M |
| Prosperity Wealth Management, Inc. | 0.75% | Add +359.9% | 25,937 | $1.6M |
| TFB Advisors LLC | 0.57% | Add +20.4% | 27,557 | $1.6M |
| Grant/GrossMendelsohn, LLC | 0.73% | Reduce -7.1% | 26,250 | $1.6M |
| Chapin Davis, Inc. | 0.57% | Reduce -1.7% | 25,899 | $1.6M |
| Alhambra Investment Management LLC | 0.86% | Reduce -27.3% | 25,802 | $1.6M |
| Duncker Streett & Co. Inc. | 0.31% | Reduce -1.1% | 25,784 | $1.6M |
| Watershed Private Wealth LLC | 0.69% | Reduce -76.5% | 25,710 | $1.6M |
| KG Capital Management | 0.62% | Add +0.3% | 25,596 | $1.6M |
| Cordgrass Capital Advisors, LLC | 0.48% | Reduce -65.2% | 25,542 | $1.6M |
| Asset Allocation & Management Company, LLC | 1.01% | Add +1.2% | 25,515 | $1.6M |
| Reynders McVeigh Capital Management, LLC | 0.09% | Add +0.4% | 25,400 | $1.5M |
| Octavia Wealth Advisors, LLC | 0.23% | Add +5.0% | 25,260 | $1.5M |
| Wealth Effects LLC | 0.57% | Add +2.0% | 25,255 | $1.5M |
| Blankinship & Foster, LLC | 0.40% | Reduce -3.1% | 25,238 | $1.5M |
| Cora Capital Advisors LLC | 0.82% | Reduce -1.9% | 25,195 | $1.5M |
| GS Investments, Inc. | 0.74% | Reduce -0.2% | 25,114 | $1.5M |
| Connors Investor Services Inc. | 0.16% | Add +117.6% | 25,078 | $1.5M |
| Roberts Financial Services LLC | 0.31% | Reduce -9.4% | 24,987 | $1.5M |
| Madden Advisory Services, Inc. | 0.80% | Reduce -2.2% | 24,981 | $1.5M |
| TBH Global Asset Management, LLC | 0.30% | Add +6.7% | 24,750 | $1.5M |
| Essex Bank | 0.44% | Reduce -80.0% | 5,423 | $1.5M |
| KWB Wealth | 0.20% | Reduce -1.5% | 24,737 | $1.5M |
| Pps&v Asset Management Consultants, Inc. | 1.10% | Reduce -5.1% | 24,583 | $1.5M |
| Lwmg, LLC | 0.34% | Reduce -10.3% | 24,310 | $1.5M |
| Marco Investment Management LLC | 0.14% | No change | 24,309 | $1.5M |
| Abbrea Capital, LLC | 0.19% | No change | 24,265 | $1.5M |
| Vantage Financial Partners Ltd., Inc. | 0.38% | Add +37.4% | 24,198 | $1.5M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.36% | No change | 24,165 | $1.5M |
| Independent Advisor Alliance | 0.05% | Add +6.2% | 24,143 | $1.5M |
| Pine Valley Investments Ltd Liability Co | 0.11% | Add +11.7% | 24,063 | $1.5M |
| WealthPLAN Partners, LLC | 0.15% | Add +7.3% | 24,055 | $1.5M |
| Oarsman Capital, Inc. | 0.35% | Add +10.0% | 24,035 | $1.5M |
| Oxford Financial Group, LTD. LLC | 0.10% | Reduce -2.8% | 24,010 | $1.5M |
| Lake Street Advisors Group, LLC | 0.07% | Reduce -9.5% | 23,975 | $1.5M |
| Wealthstream Advisors, Inc. | 0.55% | Add +3.4% | 23,944 | $1.5M |
| Trust Co. of Toledo NA | 0.23% | Reduce -2.1% | 23,825 | $1.4M |
| First National Corp. /Ma/ | 0.36% | Reduce -80.0% | 5,211 | $1.4M |
| Thoroughbred Financial Services, LLC | 0.14% | Reduce -12.6% | 23,747 | $1.4M |
| Motive Wealth Advisors | 0.87% | Add +138.2% | 23,613 | $1.4M |
| Colorado Capital Management, Inc. | 0.83% | Reduce -3.7% | 23,590 | $1.4M |
| Avantax Planning Partners, Inc. | 0.05% | Reduce -20.2% | 23,486 | $1.4M |
| Investment Advisory Group, LLC | 0.59% | Add +12.8% | 23,485 | $1.4M |
| Transcend Capital Advisors, LLC | 0.11% | Add +49.0% | 23,478 | $1.4M |
| Awm Capital, LLC | 0.24% | Add +205.0% | 23,360 | $1.4M |
| Cypress Capital Group | 0.17% | Reduce -91.4% | 23,283 | $1.4M |
| Clearwater Capital Advisors, LLC | 0.15% | Reduce -6.6% | 23,252 | $1.4M |
| Flow Traders U.S. LLC | 0.08% | Add +19.2% | 23,232 | $1.4M |
| All Season Financial Advisors, Inc. | 1.16% | Add +11.5% | 23,036 | $1.4M |
| Keystone Financial Group | 0.20% | Add +16.9% | 23,018 | $1.4M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -28.1% | 22,974 | $1.4M |
| Brown, Lisle/Cummings, Inc. | 0.47% | Add +3.2% | 22,927 | $1.4M |
| Confluence Wealth Services, Inc. | 0.12% | Reduce -1.7% | 22,850 | $1.4M |
| Sfm, LLC | 1.06% | Reduce -11.2% | 22,820 | $1.4M |
| Long Run Wealth Advisors, LLC | 0.36% | No change | 22,775 | $1.4M |
| Gateway Wealth Partners, LLC | 0.50% | Add +1.9% | 22,759 | $1.4M |
| Lanark Financial, Inc. | 0.13% | Add +0.1% | 22,723 | $1.4M |
| Sunbelt Securities, Inc. | 0.15% | Reduce -3.8% | 22,638 | $1.4M |
| Shakespeare Wealth Management, LLC | 0.40% | Reduce -8.1% | 22,551 | $1.4M |
| Krilogy Financial LLC | 0.10% | New | 22,504 | $1.4M |
| Coppell Advisory Solutions Corp. | 0.26% | — | 22,466 | $1.4M |
| Tortoise Investment Management, LLC | 0.17% | Reduce -2.6% | 22,410 | $1.4M |
| Invictus Private Wealth, LLC | 0.12% | Reduce -0.9% | 22,358 | $1.4M |
| Pinnacle Financial Group, LLC / IL | 0.60% | Reduce -0.8% | 22,341 | $1.4M |
| Everpar Advisors LLC | 0.82% | Add +26.6% | 22,262 | $1.4M |
| Dodds Wealth, LLC | 0.55% | Add +13.5% | 22,251 | $1.4M |
| Zhang Financial LLC | 0.10% | Reduce -2.2% | 22,227 | $1.4M |
| Strategic Advocates LLC | 0.52% | Reduce -91.0% | 22,195 | $1.3M |
| Midland Wealth Advisors, LLC | 0.08% | Add +29.1% | 22,153 | $1.3M |
| Cosner Financial Group, LLC | 0.96% | Add +0.8% | 22,149 | $1.3M |
| Fortune Financial Advisors, LLC | 0.85% | Reduce -2.4% | 22,064 | $1.3M |
| Sage Capital Management, LLC | 0.73% | Add +0.3% | 22,059 | $1.3M |
| Tufton Capital Management | 0.26% | Add +0.6% | 22,020 | $1.3M |
| 1900 Wealth Management LLC | 0.12% | Reduce -1.3% | 22,010 | $1.3M |
| Correct Capital Wealth Management | 0.31% | Reduce -11.6% | 21,977 | $1.3M |
| Continental Investors Services, Inc. | 3.15% | Reduce -0.8% | 22,049 | $1.3M |
| Kavar Capital Partners Group, LLC | 0.25% | Reduce -50.0% | 21,890 | $1.3M |
| Dana Investment Advisors, Inc. | 0.04% | No change | 21,860 | $1.3M |
| SeaBridge Investment Advisors LLC | 0.35% | No change | 21,850 | $1.3M |
| QRG Capital Management, Inc. | 0.02% | Add +17.9% | 21,842 | $1.3M |
| Vawter Financial, Ltd. | 0.96% | Reduce -1.3% | 21,764 | $1.3M |
| Lane & Associates LLC | 0.83% | Add +1.6% | 21,735 | $1.3M |
| National Bank of Canada | 0.00% | Add +0.5% | 21,422 | $1.3M |
| Aptus Capital Advisors, LLC | 0.03% | Add +76.2% | 21,621 | $1.3M |
| John W. Brooker & Co., CPAs | 0.70% | Add +1.4% | 21,484 | $1.3M |
| Ledyard National Bank | 0.13% | Reduce -6.2% | 21,465 | $1.3M |
| Hoylecohen, LLC | 0.10% | Reduce -1.8% | 21,454 | $1.3M |
| Lincoln Capital LLC | 0.29% | Reduce -2.7% | 21,358 | $1.3M |
| Calamos Wealth Management LLC | 0.07% | Reduce -1.8% | 21,282 | $1.3M |
| MWA Asset Management | 0.94% | Add +3.2% | 21,250 | $1.3M |
| Spirepoint Private Client, LLC | 0.19% | — | 21,013 | $1.3M |
| Wooster Corthell Wealth Management, Inc. | 0.29% | Reduce -2.1% | 20,958 | $1.3M |
| Wealth Management Partners, LLC | 0.64% | Reduce -4.2% | 20,880 | $1.3M |
| Hollencrest Capital Management | 0.06% | No change | 20,842 | $1.3M |
| Disciplined Investments, LLC | 0.69% | Reduce -3.0% | 20,834 | $1.3M |
| Continuum Wealth Advisors, LLC | 0.71% | Reduce -0.7% | 20,800 | $1.3M |
| Walden Wealth Partners LLC | 0.73% | Reduce -5.3% | 21,300 | $1.3M |
| CWS Financial Advisors, LLC | 0.52% | No change | 20,704 | $1.3M |
| Sapient Capital LLC | 0.03% | Reduce -8.2% | 20,546 | $1.2M |
| Quotient Wealth Partners, LLC | 0.04% | Reduce -45.5% | 20,470 | $1.2M |
| Sachetta, LLC | 0.59% | Reduce -80.0% | 4,484 | $1.2M |
| Daymark Wealth Partners, LLC | 0.07% | Reduce -15.4% | 20,270 | $1.2M |
| Koesten, Hirschmann & Crabtree, INC. | 0.79% | Add +1.0% | 20,260 | $1.2M |
| Lockheed Martin Investment Management Co. | 0.09% | No change | 20,250 | $1.2M |
| Stockman Wealth Management, Inc. | 0.22% | Reduce -3.7% | 20,230 | $1.2M |
| Carmichael Hill & Associates, Inc. | 0.51% | Reduce -1.6% | 20,205 | $1.2M |
| Lansing Street Advisors | 0.55% | Reduce -16.6% | 20,163 | $1.2M |
| Silvia McColl Wealth Management, LLC | 1.05% | Add +0.7% | 20,793 | $1.2M |
| Arq Wealth Advisors, LLC | 0.53% | Add +1.7% | 20,070 | $1.2M |
| Thrive Wealth Management, LLC | 0.25% | Reduce -20.0% | 20,058 | $1.2M |
| Patriot Investment Management Group, Inc. | 0.10% | No change | 20,050 | $1.2M |
| Caprock Group, LLC | 0.07% | No change | 20,012 | $1.2M |
| Mogy Joel R Investment Counsel Inc. | 0.08% | Reduce -3.0% | 19,995 | $1.2M |
| WBH Advisory Inc. | 0.12% | Add +0.8% | 19,965 | $1.2M |
| Ruggaard & Associates LLC | 0.57% | Reduce -1.9% | 19,840 | $1.2M |
| Legacy Advisors, LLC | 0.15% | Add +2.0% | 19,835 | $1.2M |
| Robertson Stephens Wealth Management, LLC | 0.07% | Reduce -41.9% | 19,793 | $1.2M |
| MBA Advisors LLC | 0.62% | Reduce -1.1% | 19,750 | $1.2M |
| PBMares Wealth Management LLC | 0.31% | Add +4.3% | 19,628 | $1.2M |
| Culbertson A N & Co. Inc. | 0.20% | Add +29.7% | 19,505 | $1.2M |
| Twin Peaks Wealth Advisors, LLC | 0.66% | Reduce -0.5% | 19,444 | $1.2M |
| Buttonwood Financial Advisors Inc. | 0.55% | Reduce -2.1% | 19,395 | $1.2M |
| Orrstown Financial Services Inc. | 0.66% | Add +6.4% | 19,369 | $1.2M |
| Source Financial Advisors LLC | 0.36% | Add +26.9% | 19,329 | $1.2M |
| Howland Capital Management LLC | 0.06% | Add +28.5% | 19,230 | $1.2M |
| Garrison Point Advisors, LLC | 0.75% | Add +2.4% | 19,190 | $1.2M |
| National Wealth Management Group, LLC | 0.91% | Add +16.3% | 19,162 | $1.2M |
| Brookmont Capital Management | 0.60% | Reduce -19.7% | 18,932 | $1.1M |
| Old Port Advisors | 0.35% | Reduce -2.0% | 18,926 | $1.1M |
| Allen Capital Group, LLC | 0.17% | No change | 18,855 | $1.1M |
| Pioneer Trust Bank N A | 0.32% | Add +0.5% | 18,795 | $1.1M |
| Allie Family Office LLC | 0.67% | Reduce -36.5% | 18,756 | $1.1M |
| GAMMA Investing LLC | 0.23% | Add +219.2% | 18,575 | $1.1M |
| Retirement Planning Group, LLC | 0.09% | No change | 18,345 | $1.1M |
| Gerber, LLC | 0.93% | Add +388.1% | 18,255 | $1.1M |
| Mma Asset Management LLC | 0.52% | Reduce -5.3% | 18,641 | $1.1M |
| Carolinas Wealth Consulting LLC | 0.22% | Add +34.6% | 18,220 | $1.1M |
| Schneider Downs Wealth Management Advisors, LP | 0.25% | Add +0.2% | 18,173 | $1.1M |
| Basepoint Wealth LLC | 0.83% | Add +41.9% | 18,150 | $1.1M |
| Donor Advised Charitable Giving, Inc. | 0.03% | Reduce -1.8% | 18,141 | $1.1M |
| Woodard & Co. Asset Management Group Inc. | 0.29% | Reduce -3.8% | 18,126 | $1.1M |
| Pointe Capital Management LLC | 0.67% | Add +2.8% | 18,072 | $1.1M |
| Wealthcare Capital Management LLC | 0.12% | Reduce -7.6% | 18,045 | $1.1M |
| Anchor Investment Management, LLC | 0.11% | Reduce -0.1% | 17,985 | $1.1M |
| Willner & Heller, LLC | 1.09% | Reduce -5.7% | 17,965 | $1.1M |
| Sovereign Financial Group, Inc. | 0.29% | Add +1.8% | 17,953 | $1.1M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Add +23.2% | 17,884 | $1.1M |
| Collective Family Office LLC | 0.35% | Add +10.5% | 17,865 | $1.1M |
| SouthState Bank Corp | 0.08% | Add +51.8% | 17,741 | $1.1M |
| Edgemoor Investment Advisors, Inc. | 0.10% | No change | 17,575 | $1.1M |
| Beam Wealth Advisors, Inc. | 0.64% | Add +3.3% | 17,530 | $1.1M |
| Tsfg, LLC | 0.27% | Reduce -4.8% | 17,521 | $1.1M |
| S.A. Mason LLC | 0.64% | Add +0.2% | 17,505 | $1.1M |
| Samalin Investment Counsel, LLC | 0.51% | Reduce -17.0% | 17,494 | $1.1M |
| HFG Advisors, Inc. | 0.94% | No change | 17,490 | $1.1M |
| LVM Capital Management Ltd. | 0.13% | No change | 17,470 | $1.1M |
| Procyon Advisors, LLC | 0.08% | Reduce -14.6% | 17,466 | $1.1M |
| Trustmark Bank Trust Department | 0.09% | Reduce -0.8% | 17,435 | $1.1M |
| Appleton Partners Inc. | 0.08% | Reduce -0.3% | 17,433 | $1.1M |
| Kingswood Wealth Advisors, LLC | 0.12% | Add +61.4% | 17,360 | $1.1M |
| Johnson & White Wealth Management, LLC | 0.76% | Add +13.4% | 17,281 | $1.1M |
| Trivium Point Advisory, LLC | 0.23% | Reduce -0.2% | 17,233 | $1.0M |
| Invenio Wealth Partners LLC | 0.56% | Reduce -18.7% | 17,175 | $1.0M |
| Greenwich Wealth Management LLC | 0.08% | Add +8.2% | 17,125 | $1.0M |
| Summit X, LLC | 0.27% | Reduce -5.5% | 17,101 | $1.0M |
| TFG Advisers LLC | 0.41% | Reduce -1.4% | 17,069 | $1.0M |
| Demars Financial Group, LLC | 0.51% | Reduce -3.4% | 17,040 | $1.0M |
| Cornerstone Wealth Group, LLC | 0.10% | New | 17,025 | $1.0M |
| One Capital Management, LLC | 0.04% | Reduce -2.4% | 17,021 | $1.0M |
| Capital Advisors Wealth Management, LLC | 0.21% | Reduce -0.4% | 17,006 | $1.0M |
| SageView Advisory Group, LLC | 0.05% | Reduce -90.2% | 15,341 | $1.0M |
| Bright Futures Wealth Management, LLC. | 0.56% | — | 17,628 | $1.0M |
| Cambiar Investors LLC | 0.04% | Reduce -72.5% | 16,901 | $1.0M |
| High Note Wealth, LLC | 0.33% | Add +1.8% | 16,870 | $1.0M |
| Insigneo Advisory Services, LLC | 0.12% | Add +9.6% | 16,765 | $1.0M |
| Trexquant Investment LP | 0.02% | Reduce -37.6% | 16,731 | $1.0M |
| First Heartland Consultants, Inc. | 0.11% | Add +5.8% | 16,725 | $1.0M |
| Charter Oak Capital Management, LLC | 0.11% | Reduce -5.2% | 16,714 | $1.0M |
| Panoramic Investment Advisors, LLC | 0.74% | Reduce -5.0% | 16,570 | $1.0M |
| Strategic Advisors LLC | 0.20% | Reduce -2.3% | 16,543 | $1.0M |
| Hollow Brook Wealth Management LLC | 0.37% | No change | 16,455 | $999K |
| Ipswich Investment Management Co., Inc. | 0.23% | Reduce -2.4% | 16,455 | $999K |
| TCV Trust & Wealth Management, Inc. | 0.10% | Add +1.6% | 16,387 | $995K |
| Evanson Asset Management, LLC | 0.07% | Add +0.7% | 16,383 | $995K |
| Texas Capital Bancshares Inc | 0.45% | Add +32.9% | 16,357 | $994K |
| Vestmark Advisory Solutions, Inc. | 0.04% | Add +12.8% | 16,318 | $991K |
| Eubel Brady & Suttman Asset Management Inc. | 0.14% | Reduce -2.3% | 16,315 | $991K |
| Traphagen Investment Advisors LLC | 0.11% | Reduce -0.2% | 16,252 | $987K |
| SilverOak Wealth Management LLC | 0.25% | Reduce -0.8% | 16,248 | $987K |
| Motco | 0.06% | Add +2.8% | 16,181 | $983K |
| Weaver Consulting Group | 0.36% | Add +15.6% | 16,176 | $983K |
| Almanack Investment Partners, LLC. | 0.17% | Add +2.2% | 16,119 | $979K |
| Strata Wealth Advisors, LLC | 0.34% | Add +1.9% | 15,926 | $967K |
| Laurel Wealth Advisors LLC | 0.17% | Reduce -24.2% | 15,829 | $961K |
| Cedar Brook Financial Partners, LLC | 0.19% | Reduce -2.0% | 15,761 | $957K |
| Whitaker-Myers Wealth Managers, LTD. | 0.40% | Reduce -4.2% | 15,726 | $955K |
| First National Advisers, LLC | 0.21% | Add +15.0% | 15,605 | $948K |
| TNF LLC | 0.37% | Reduce -13.6% | 16,357 | $947K |
| World Equity Group, Inc. | 0.19% | Reduce -18.0% | 15,558 | $945K |
| Interchange Capital Partners, LLC | 0.64% | Reduce -3.6% | 14,977 | $944K |
| Meadow Creek Wealth Advisors LLC | 0.66% | Reduce -4.5% | 15,540 | $944K |
| Warren Street Wealth Advisors, LLC | 0.47% | Add +1.1% | 15,531 | $943K |
| Fishman Jay A Ltd. | 0.10% | Reduce -1.6% | 15,500 | $941K |
| Ground Swell Capital, LLC | 0.99% | New | 15,489 | $941K |
| S.E.E.D. Planning Group LLC | 0.34% | Add +33.1% | 15,338 | $932K |
| AQR Capital Management | 0.00% | New | 15,307 | $930K |
| Syntrinsic LLC | 0.31% | Add +774.0% | 15,295 | $929K |
| Johnson Bixby & Associates, LLC | 0.16% | Reduce -7.3% | 15,243 | $926K |
| Washington Trust Advisors, Inc. | 0.08% | No change | 15,198 | $923K |
| North Star Investment Management Corp. | 0.07% | Reduce -3.7% | 15,165 | $921K |
| Wells Financial Advisors INC | 0.63% | No change | 15,115 | $918K |
| Independent Family Office, LLC | 0.49% | No change | 15,110 | $918K |
| Narwhal Capital Management | 0.09% | No change | 15,085 | $916K |
| CCG Wealth Management, LLC | 0.55% | Reduce -56.1% | 15,079 | $916K |
| Strategies Wealth Advisors, LLC | 0.14% | Add +2.7% | 15,079 | $916K |
| Seelaus Asset Management LLC | 0.93% | Reduce -3.5% | 15,015 | $912K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Reduce -5.2% | 14,984 | $910K |
| Simplex Trading, LLC | 0.03% | New | 14,954 | $908K |
| Cobblestone Capital Advisors LLC | 0.06% | Reduce -1.1% | 14,910 | $906K |
| Latitude Advisors, LLC | 0.57% | Reduce -3.1% | 14,910 | $906K |
| Principle Wealth Partners LLC | 0.07% | Add +6.6% | 14,905 | $905K |
| Fisher Asset Management | 0.00% | Reduce -19.9% | 14,880 | $904K |
| InterOcean Capital Group, LLC | 0.02% | Add +72.3% | 14,868 | $903K |
| WealthShield Partners, LLC | 0.15% | Reduce -26.5% | 14,861 | $903K |
| Droms Strauss Advisors Inc. /Mo/ | 0.33% | Add +1.9% | 14,810 | $900K |
| Northwest Bancshares, Inc. | 0.14% | New | 14,775 | $897K |
| ABLE Financial Group, LLC | 0.35% | Reduce -0.7% | 14,741 | $895K |
| Andina Capital Management, LLC | 0.70% | Reduce -0.6% | 14,676 | $891K |
| Philip James Wealth Mangement, LLC | 0.63% | No change | 14,674 | $891K |
| Highland Capital Management, LLC | 0.05% | Add +2.6% | 14,650 | $890K |
| Private Wealth Management Group, LLC | 0.40% | No change | 14,635 | $889K |
| Checchi Capital Advisers, LLC | 0.07% | Reduce -2.6% | 14,635 | $889K |
| Apollon Financial, LLC | 0.31% | Add +3.6% | 14,619 | $888K |
| Ritholtz Wealth Management | 0.03% | Add +31.2% | 14,552 | $884K |
| Moneco Advisors, LLC | 0.14% | Add +12.5% | 14,523 | $882K |
| Kathleen S. Wright Associates Inc. | 0.42% | Reduce -0.9% | 14,506 | $881K |
| Chatham Capital Group, Inc. | 0.16% | No change | 14,495 | $880K |
| FF Advisors,LLC | 0.61% | No change | 14,485 | $880K |
| SeaCrest Wealth Management, LLC | 0.11% | Add +29.1% | 14,456 | $878K |
| Godsey & Gibb, Inc. | 0.09% | Add +1.3% | 14,451 | $878K |
| Archvest Wealth Advisors, Inc. | 0.62% | No change | 14,495 | $875K |
| Moisand Fitzgerald Tamayo, LLC | 0.13% | Add +1.2% | 14,378 | $873K |
| TL Private Wealth | 0.43% | Reduce -2.4% | 14,517 | $871K |
| OMNI 360 Wealth, Inc. | 0.72% | Add +11.2% | 14,336 | $871K |
| Trust Point Inc. | 0.07% | Reduce -0.6% | 14,305 | $869K |
| Scotia Capital Inc. | 0.01% | Reduce -2.2% | 14,290 | $868K |
| Moody LYNN Lieberson & Walker, LLC | 0.06% | No change | 14,265 | $866K |
| Conservest Capital Advisors, Inc. | 0.09% | Reduce -1.7% | 14,256 | $866K |
| Venturi Wealth Management, LLC | 0.06% | Add +19.0% | 14,250 | $866K |
| Sweeney & Michel, LLC | 0.38% | — | 14,326 | $864K |
| Nemes Rush Group LLC | 0.12% | Add +6.6% | 14,155 | $860K |
| Hilltop Wealth Advisors, LLC | 0.44% | Reduce -8.0% | 14,151 | $860K |
| Financial Insights, Inc. | 0.25% | No change | 14,105 | $857K |
| MV Capital Management, Inc. | 0.10% | Add +1.8% | 14,022 | $852K |
| Armstrong Advisory Group, Inc. | 0.08% | Reduce -80.0% | 3,069 | $851K |
| Consilio Wealth Advisors, LLC | 0.40% | Reduce -7.0% | 14,000 | $850K |
| Thomasville National Bank | 0.07% | Reduce -3.2% | 13,983 | $849K |
| Gotham Asset Management | 0.01% | New | 13,955 | $848K |
| GDS Wealth Management | 0.10% | Reduce -7.0% | 13,921 | $846K |
| Christensen, King & Associates Investment Services, Inc. | 0.42% | Reduce -1.2% | 13,886 | $843K |
| Hartline Investment Corp./ | 0.15% | New | 13,853 | $841K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.15% | Add +0.6% | 13,853 | $841K |
| SteelPeak Wealth, LLC | 0.04% | Reduce -2.5% | 13,786 | $837K |
| Focus Financial Network, Inc. | 0.04% | — | 14,807 | $836K |
| GM Advisory Group, LLC | 0.06% | Add +6.0% | 13,649 | $829K |
| Beacon Investment Advisory Services, Inc. | 0.04% | Add +45.8% | 13,645 | $829K |
| Verus Capital Partners, LLC | 0.09% | Add +50.8% | 13,606 | $826K |
| Rakuten Investment Management, Inc. | 0.01% | New | 13,595 | $826K |
| Next Level Private LLC | 0.38% | Add +0.2% | 13,575 | $825K |
| Bragg Financial Advisors, Inc | 0.04% | Add +14.6% | 13,575 | $825K |
| Palisade Capital Management, LP | 0.02% | Add +11.2% | 13,559 | $824K |
| Shepherd Financial Partners LLC | 0.11% | Add +13.5% | 13,550 | $823K |
| Signaturefd, LLC | 0.02% | No change | 13,533 | $822K |
| Arkadios Wealth Advisors | 0.06% | Add +8.6% | 13,532 | $822K |
| Yarger Wealth Strategies, LLC | 0.56% | Add +0.3% | 13,504 | $820K |
| Kooman & Associates | 0.34% | Reduce -0.8% | 13,412 | $815K |
| Quantinno Capital Management LP | 0.02% | Reduce -1.9% | 13,365 | $812K |
| Legacy Financial Group LLC | 0.16% | New | 13,359 | $811K |
| Clearstead Trust, LLC | 0.21% | Add +4.2% | 13,357 | $811K |
| Main Street Financial Solutions, LLC | 0.09% | Add +9.9% | 13,343 | $810K |
| Thompson Investment Management, Inc. | 0.12% | Add +14.1% | 13,339 | $810K |
| Boyd Watterson Asset Management LLC | 0.29% | No change | 13,335 | $810K |
| Compound Planning, Inc. | 0.07% | Reduce -1.1% | 13,253 | $805K |
| Rosenblum Silverman Sutton S F Inc. | 0.23% | No change | 13,235 | $804K |
| Tranquilli Financial Advisor LLC | 0.54% | New | 13,209 | $802K |
| Sepio Capital, LP | 0.07% | No change | 13,205 | $802K |
| Patriot Financial Group Insurance Agency, LLC | 0.13% | Add +2.0% | 13,198 | $802K |
| Plante Moran Financial Advisors, LLC | 0.09% | Add +17.1% | 13,190 | $801K |
| Stephens Consulting, LLC | 0.25% | Reduce -0.1% | 13,190 | $801K |
| Northeast Financial Consultants Inc | 0.04% | No change | 13,147 | $799K |
| LM Advisors LLC | 0.14% | Reduce -24.6% | 13,050 | $793K |
| Sheaff Brock Investment Advisors, LLC | 0.06% | Add +52.7% | 13,045 | $792K |
| Somerset Trust Co | 0.32% | Add +2.4% | 13,041 | $792K |
| Pacific Sun Financial Corp | 0.46% | No change | 12,945 | $786K |
| Aveo Capital Partners, LLC | 0.09% | Add +1.4% | 13,395 | $784K |
| Oliver Lagore Vanvalin Investment Group | 0.24% | Add +39.8% | 12,888 | $783K |
| Howard Financial Services, LTD. | 0.13% | Reduce -1.1% | 12,813 | $778K |
| Executive Wealth Management, LLC | 0.07% | Reduce -0.6% | 12,889 | $778K |
| Hamilton Capital, LLC | 0.06% | Add +0.2% | 12,809 | $778K |
| Gemmer Asset Management LLC | 0.09% | Add +1.3% | 12,789 | $777K |
| Stonebrook Private Inc. | 0.23% | Reduce -6.9% | 12,722 | $773K |
| Lakeridge Wealth Management LLC | 0.50% | Add +6.1% | 12,587 | $765K |
| ZWJ Investment Counsel Inc. | 0.03% | Add +3.9% | 12,570 | $764K |
| Cassaday & Co Wealth Management LLC | 0.02% | Add +1.5% | 12,540 | $762K |
| Seneca House Advisors | 0.33% | No change | 12,526 | $761K |
| Morris Financial Concepts, Inc. | 0.39% | Reduce -6.9% | 12,516 | $760K |
| BKM Wealth Management, LLC | 0.33% | Reduce -4.8% | 12,494 | $759K |
| Wealth Dimensions Group, Ltd. | 0.22% | Reduce -0.5% | 12,490 | $759K |
| Patten & Patten Inc. | 0.05% | No change | 12,489 | $759K |
| Sage Capital Advisors,llc | 0.22% | Add +0.3% | 12,481 | $758K |
| Alerus Financial NA | 0.06% | No change | 12,350 | $750K |
| Columbia Bank | 0.31% | — | 12,345 | $750K |
| Westmount Partners, LLC | 0.27% | Add +18.4% | 12,335 | $749K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.09% | Add +89.0% | 12,311 | $748K |
| Courage Miller Partners, LLC | 0.26% | Reduce -2.8% | 12,300 | $747K |
| Invesco Ltd. | 0.00% | Add +0.5% | 12,286 | $746K |
| SFG Wealth Management, LLC. | 0.44% | Reduce -6.7% | 12,277 | $746K |
| Tyler-Stone Wealth Management | 0.33% | Add +9.6% | 12,263 | $745K |
| Prostatis Group LLC | 0.28% | Reduce -49.4% | 12,223 | $742K |
| Plancorp, LLC | 0.03% | Add +0.4% | 12,223 | $742K |
| Sharkey, Howes & Javer | 0.12% | Reduce -17.4% | 12,218 | $742K |
| Walled Lake Planning & Wealth Management, LLC | 0.30% | Add +3.4% | 12,215 | $742K |
| Shelton Wealth Management, LLC | 0.46% | Reduce -6.7% | 12,165 | $739K |
| Luminvest Wealth Management LLC | 0.46% | Reduce -80.0% | 11,914 | $735K |
| FSC Wealth Advisors, LLC | 0.52% | Add +46.8% | 12,070 | $733K |
| Kwmg, LLC | 0.08% | Reduce -12.0% | 12,070 | $733K |
| Savvy Advisors, Inc. | 0.42% | Add +214.2% | 12,065 | $733K |
| Ironwood Investment Counsel, LLC | 0.13% | Reduce -2.0% | 12,065 | $733K |
| Hoxton Planning & Management, LLC | 0.35% | Reduce -5.0% | 12,064 | $733K |
| Rollins Financial Advisors, LLC | 0.14% | Add +0.5% | 12,053 | $732K |
| Ehrlich Financial Group | 0.62% | Reduce -57.8% | 12,051 | $732K |
| Relyea Zuckerberg Hanson LLC | 0.13% | Add +0.3% | 12,008 | $729K |
| Brass Tax Wealth Management, Inc. | 0.38% | — | 12,000 | $729K |
| EagleClaw Capital Managment, LLC | 0.13% | Reduce -0.8% | 11,990 | $728K |
| Merriman Wealth Management, LLC | 0.03% | Add +11.9% | 11,955 | $726K |
| Davidson Trust Co. | 0.42% | Reduce -0.7% | 11,933 | $725K |
| Truepoint, Inc. | 0.02% | Reduce -77.9% | 11,845 | $719K |
| Glen Eagle Advisors, LLC | 0.14% | Add +0.4% | 11,800 | $717K |
| Atlas Private Wealth Management, LLC | 0.30% | New | 11,794 | $716K |
| Cardiff Park Advisors, LLC | 0.07% | Reduce -0.3% | 11,759 | $714K |
| Intergy Private Wealth, LLC | 0.29% | No change | 11,758 | $714K |
| Tennessee Valley Asset Management Partners | 0.17% | Reduce -0.2% | 11,707 | $711K |
| NWK Group, Inc. | 0.33% | Reduce -4.8% | 11,703 | $711K |
| Elk River Wealth Management LLC | 0.14% | Reduce -18.5% | 11,700 | $711K |
| Primoris Wealth Advisors, LLC | 0.57% | No change | 11,695 | $710K |
| Intelligence Driven Advisers, LLC | 0.10% | Reduce -0.8% | 11,690 | $710K |
| Blueprint Investment Partners LLC | 0.14% | Add +8.7% | 11,638 | $707K |
| EnRich Financial Partners LLC | 0.26% | Reduce -1.5% | 11,615 | $706K |
| Cambridge Capital Management, LLC | 0.55% | No change | 11,612 | $705K |
| Investment Research & Advisory Group, Inc. | 0.32% | Add +0.7% | 11,593 | $704K |
| Stage Harbor Financial, LLC | 0.64% | No change | 11,592 | $704K |
| PGIM Custom Harvest LLC | 0.02% | Add +21.7% | 11,579 | $703K |
| First National Bank Sioux Falls | 0.38% | No change | 11,575 | $703K |
| Oakwell Private Wealth Management, LLC | 0.21% | Reduce -0.2% | 11,551 | $702K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | New | 11,517 | $700K |
| FSB Premier Wealth Management, Inc. | 0.33% | Add +3.6% | 11,509 | $699K |
| Indiana Trust & Investment Management Co | 0.28% | Add +9.3% | 11,460 | $696K |
| Waters Parkerson & Co., LLC | 0.04% | Add +5.8% | 11,445 | $695K |
| Rise Advisors, LLC | 0.37% | Reduce -5.3% | 11,364 | $690K |
| Austin Private Wealth, LLC | 0.08% | Add +1.3% | 11,521 | $689K |
| American State Bank (Iowa) | 0.46% | Add +0.5% | 11,336 | $689K |
| PAX Financial Group, LLC | 0.14% | Reduce -2.5% | 11,324 | $688K |
| BBR Partners, LLC | 0.06% | Add +202.2% | 11,319 | $688K |
| McRae Capital Management Inc. | 0.15% | Add +0.4% | 11,315 | $687K |
| Bill Few Associates, Inc. | 0.28% | Reduce -2.2% | 11,303 | $687K |
| Horizons Wealth Management | 0.45% | Reduce -80.0% | 2,474 | $686K |
| Fusion Family Wealth, LLC | 0.07% | Add +10.8% | 11,259 | $684K |
| First Manhattan Co. Llc. | 0.00% | Add +13.9% | 11,210 | $681K |
| Brandywine Oak Private Wealth LLC | 0.07% | Reduce -0.7% | 11,184 | $679K |
| Peachtree Investment Partners, LLC | 0.27% | Reduce -13.4% | 11,176 | $679K |
| Cornell Pochily Investment Advisors, Inc. | 0.27% | Add +66.8% | 11,144 | $677K |
| Maltin Wealth Management, Inc. | 0.38% | Add +9.2% | 11,144 | $677K |
| WPWealth LLP | 0.17% | Reduce -29.9% | 11,136 | $676K |
| Clarkston Capital Partners, LLC | 0.01% | Reduce -75.9% | 11,125 | $676K |
| Oak Asset Management, LLC | 0.25% | No change | 11,115 | $675K |
| New Insight Wealth Advisors | 0.42% | Add +6.3% | 11,104 | $674K |
| Peterson Wealth Advisors, LLC | 0.14% | Add +0.2% | 11,095 | $674K |
| Summit Asset Management, LLC | 0.08% | No change | 11,080 | $673K |
| American Money Management, LLC | 0.14% | Reduce -0.3% | 11,014 | $669K |
| Founders Financial Alliance, LLC | 0.20% | Add +45.6% | 11,012 | $669K |
| J. W. Coons Advisors, LLC | 0.12% | No change | 10,986 | $667K |
| Carl P. Sherr & Co., LLC | 0.38% | Reduce -0.3% | 10,978 | $667K |
| Signal Advisors Wealth, LLC | 0.17% | Add +10.7% | 10,973 | $667K |
| Spotlight Asset Group, Inc. | 0.48% | No change | 10,955 | $665K |
| Juncture Wealth Strategies, LLC | 0.29% | Reduce -20.9% | 10,930 | $664K |
| Clearbridge Investments, LLC | 0.00% | Add +8.7% | 10,915 | $663K |
| Clarity Capital Advisors, LLC | 0.53% | Add +0.3% | 10,909 | $663K |
| Adirondack Trust Co. | 0.28% | Reduce -81.4% | 10,892 | $662K |
| Opus Capital Group, LLC | 0.10% | Add +0.8% | 10,876 | $661K |
| Raymond James Trust Co. of NH | 6.55% | Reduce -4.2% | 10,851 | $659K |
| Global Wealth Strategies & Associates | 0.25% | Reduce -9.5% | 10,845 | $659K |
| Planned Solutions, Inc. | 0.32% | Add +0.2% | 10,839 | $658K |
| J. L. Bainbridge & Co., Inc. | 0.07% | No change | 10,800 | $656K |
| Weatherly Asset Management L. P. | 0.06% | Reduce -0.9% | 10,800 | $656K |
| Mitchell Capital Management Co. | 0.13% | Add +2.8% | 10,754 | $653K |
| Legal & General Group Plc | 0.00% | Reduce -68.6% | 10,750 | $653K |
| Zullo Investment Group, Inc. | 0.31% | No change | 10,717 | $651K |
| Keystone Wealth Services, LLC | 0.21% | Reduce -5.8% | 10,711 | $651K |
| Key Financial Inc | 0.17% | Reduce -2.7% | 10,707 | $650K |
| Carret Asset Management, LLC | 0.08% | No change | 10,674 | $648K |
| Olde Wealth Management, LLC | 0.31% | No change | 10,883 | $645K |
| International Private Wealth Advisors LLC | 1.24% | Reduce -81.3% | 10,582 | $643K |
| FourThought Financial Partners, LLC | 0.07% | Reduce -0.6% | 10,534 | $640K |
| Fort Point Capital Partners LLC | 0.09% | No change | 10,534 | $640K |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -24.9% | 10,520 | $639K |
| Oxinas Partners, LLC | 0.41% | Reduce -3.1% | 10,500 | $638K |
| Paladin Advisory Group, LLC | 0.50% | Reduce -2.3% | 10,540 | $636K |
| HHM Wealth Advisors, LLC | 0.10% | No change | 10,420 | $633K |
| Fortis Group Advisors, LLC | 0.12% | New | 10,395 | $631K |
| Jackson Hole Capital Partners, LLC | 0.14% | Add +31.9% | 10,386 | $631K |
| Howard Wealth Management, LLC | 0.51% | No change | 10,370 | $630K |
| Redhawk Wealth Advisors, Inc. | 0.10% | Reduce -5.3% | 10,317 | $627K |
| Waterloo Capital, L.P. | 0.08% | Reduce -40.2% | 10,316 | $627K |
| Ausdal Financial Partners, Inc. | 0.07% | Add +2.7% | 10,303 | $626K |
| Emprise Bank | 0.42% | — | 10,275 | $624K |
| Realta Investment Advisors | 0.13% | Reduce -0.8% | 10,267 | $624K |
| Terril Brothers, Inc. | 0.21% | No change | 10,260 | $623K |
| Bath Savings Trust Co | 0.07% | Add +28.6% | 10,208 | $620K |
| Insight Advisors, LLC/ PA | 0.12% | Add +4.4% | 10,183 | $619K |
| SC&H Financial Advisors, Inc. | 0.16% | Add +4.1% | 10,180 | $618K |
| Freestone Capital Holdings, LLC | 0.02% | New | 10,138 | $616K |
| Romano Brothers and Company | 0.08% | No change | 10,095 | $613K |
| Aviance Capital Partners, LLC | 0.09% | Reduce -2.4% | 10,085 | $613K |
| Richardson Financial Services Inc. | 0.43% | Add +1.1% | 10,077 | $612K |
| Melone Private Wealth, LLC | 0.37% | Reduce -2.4% | 10,073 | $612K |
| Nicolet Bankshares Inc. | 0.13% | Add +0.7% | 10,050 | $610K |
| Norden Group LLC | 0.12% | New | 10,013 | $608K |
| Security Benefit Life Insurance Co. | 0.19% | Reduce -66.1% | 10,000 | $607K |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | Add +34.2% | 9,967 | $605K |
| BCS Wealth Management | 0.19% | Add +3.1% | 9,918 | $602K |
| 49 Wealth Management, LLC | 0.13% | Reduce -14.9% | 9,965 | $602K |
| CFM Wealth Partners LLC | 0.12% | Reduce -1.3% | 9,895 | $601K |
| Farmers National Bank | 0.18% | Add +1.1% | 9,848 | $598K |
| High Falls Advisors, Inc | 0.15% | Reduce -11.0% | 9,841 | $598K |
| Guardian Wealth Advisors, LLC / NC | 0.07% | Add +0.2% | 9,840 | $598K |
| Adaptive Financial Consulting, LLC | 0.27% | Add +5.8% | 9,783 | $594K |
| Edmond DE Rothschild Holding S.A. | 0.01% | Reduce -2.3% | 9,750 | $592K |
| Ardent Capital Management, Inc. | 0.30% | No change | 9,745 | $592K |
| New Potomac Partners, LLC | 0.33% | Add +1.3% | 9,722 | $591K |
| Athena Investment Management | 0.35% | No change | 9,649 | $586K |
| Wallace Advisory Group, LLC | 0.44% | Reduce -80.0% | 2,113 | $586K |
| Guyasuta Investment Advisors Inc. | 0.04% | Reduce -80.0% | 2,106 | $584K |
| Millennium Management | 0.00% | Reduce -96.7% | 9,600 | $583K |
| Ballast, Inc. | 0.18% | Reduce -0.8% | 9,570 | $581K |
| Tyche Wealth Partners LLC | 0.14% | Add +33.7% | 9,562 | $581K |
| Napatree Capital LLC | 0.56% | Add +6.5% | 10,160 | $580K |
| Selective Wealth Management, Inc. | 0.25% | Reduce -5.8% | 9,854 | $579K |
| Towerpoint Wealth, LLC | 0.29% | Add +3.6% | 9,521 | $578K |
| Eq LLC | 0.36% | Add +22.1% | 9,505 | $577K |
| Mendota Financial Group, LLC | 0.34% | No change | 9,464 | $575K |
| Warner Financial, Inc. | 0.29% | Add +54.6% | 9,361 | $569K |
| Nicholas Hoffman & Company, LLC. | 0.03% | No change | 9,357 | $568K |
| Becker Capital Management Inc. | 0.02% | No change | 9,330 | $567K |
| Meridian Investment Counsel Inc. | 0.19% | Add +0.8% | 9,315 | $566K |
| Maripau Wealth Management LLC | 0.42% | Reduce -1.4% | 9,311 | $566K |
| Peak Asset Management, LLC | 0.11% | No change | 9,310 | $565K |
| Private Wealth Partners, LLC | 0.05% | Add +0.9% | 9,295 | $565K |
| Dearborn Partners LLC | 0.02% | Reduce -0.6% | 9,276 | $563K |
| Lam Group, Inc. | 0.46% | New | 9,250 | $562K |
| Aurora Private Wealth, Inc. | 0.48% | Add +2.4% | 9,245 | $560K |
| KMG Fiduciary Partners, LLC | 0.06% | Add +1.8% | 9,143 | $555K |
| Ethos Financial Group, LLC | 0.11% | Reduce -4.2% | 9,136 | $555K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -4.7% | 9,131 | $555K |
| Security National Bank | 0.08% | No change | 9,100 | $553K |
| Running Point Capital Advisors, LLC | 0.25% | No change | 9,085 | $552K |
| Prosperity Planning, Inc. | 0.27% | Add +2.4% | 9,084 | $552K |
| KFG Wealth Management, LLC | 0.23% | Add +28.7% | 9,076 | $551K |
| Patton Albertson Miller Group, LLC | 0.08% | No change | 9,060 | $550K |
| Lazard Freres Gestion S.A.S. | 0.01% | No change | 9,050 | $550K |
| GW&K Investment Management, LLC | 0.00% | Add +149.7% | 9,050 | $550K |
| Retirement Group, LLC | 0.20% | Reduce -15.3% | 9,040 | $549K |
| Centurion Wealth Management LLC | 0.22% | Reduce -1.2% | 9,032 | $549K |
| Wick Capital Partners, LLC | 0.53% | New | 9,017 | $548K |
| FWG Holdings, LLC | 0.29% | Reduce -2.9% | 9,120 | $546K |
| Wynn Capital, LLC | 0.42% | Reduce -7.9% | 8,985 | $546K |
| Avion Wealth | 0.15% | Reduce -0.7% | 8,960 | $545K |
| JMG Financial Group, Ltd. | 0.02% | Add +0.3% | 8,955 | $544K |
| Geller Advisors LLC | 0.04% | No change | 8,930 | $542K |
| Headlands Technologies LLC | 0.13% | Add +2049.9% | 8,922 | $542K |
| Tilia Fiduciary Partners, Inc. | 0.44% | Reduce -1.8% | 8,916 | $542K |
| Girard Partners LTD. | 0.05% | Reduce -4.7% | 8,911 | $541K |
| City State Bank | 0.24% | No change | 8,910 | $541K |
| First Trust Direct Indexing L.P. | 0.04% | New | 8,848 | $537K |
| Dimension Capital Management LLC | 0.11% | No change | 8,820 | $536K |
| Clear Harbor Asset Management, LLC | 0.05% | No change | 8,805 | $535K |
| Stone House Investment Management, LLC | 0.13% | Add +310.9% | 8,773 | $533K |
| Cutler Investment Counsel LLC | 0.07% | Reduce -32.1% | 8,675 | $527K |
| Ridgewood Investments LLC | 0.28% | No change | 8,638 | $525K |
| Transatlantique Private Wealth LLC | 0.23% | No change | 8,620 | $524K |
| Brightwater Advisory LLC | 0.42% | New | 8,587 | $522K |
| Peterson Wealth Services | 0.19% | Reduce -8.6% | 8,555 | $520K |
| Breed's Hill Capital LLC | 0.48% | No change | 8,550 | $519K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.13% | No change | 8,525 | $518K |
| WNY Asset Management, LLC | 0.08% | No change | 8,518 | $517K |
| Financial Futures Ltd Liability Co. | 0.34% | Reduce -1.3% | 8,512 | $517K |
| Fort Pitt Capital Group, LLC | 0.02% | Reduce -44.7% | 8,511 | $517K |
| Capital Wealth Management, LLC | 0.25% | Reduce -42.1% | 8,490 | $516K |
| Morton Brown Family Wealth, LLC | 0.21% | Reduce -0.2% | 8,490 | $516K |
| Hazlett, Burt & Watson, Inc. | 0.31% | Add +3.3% | 8,406 | $514K |
| Hummer Financial Advisory Services Inc | 0.42% | No change | 8,460 | $514K |
| Capital Management Associates, Inc | 0.38% | Reduce -73.8% | 8,451 | $513K |
| Collaborative Wealth Managment Inc. | 0.26% | Reduce -5.3% | 8,448 | $513K |
| Syntegra Private Wealth Group, LLC | 0.07% | Reduce -1.7% | 8,435 | $512K |
| Sterling Investment Advisors, Ltd. | 0.14% | No change | 8,410 | $511K |
| Uptick Partners, LLC | 0.39% | Reduce -5.5% | 8,406 | $511K |
| Sage Rhino Capital LLC | 0.12% | No change | 8,400 | $510K |
| Burney Co./ | 0.02% | Reduce -4.7% | 8,375 | $509K |
| Acorn Financial Advisory Services Inc. | 0.10% | Reduce -4.9% | 8,368 | $508K |
| Greystone Financial Group, LLC | 0.10% | Add +2.7% | 8,357 | $508K |
| Cassady Schiller Wealth Management, LLC | 0.23% | No change | 8,348 | $507K |
| Albion Financial Group | 0.04% | Reduce -8.1% | 8,282 | $503K |
| Southland Equity Partners LLC | 0.14% | Reduce -2.3% | 8,278 | $503K |
| Main Street Group, LTD | 0.25% | Add +7.7% | 8,312 | $502K |
| Clear Point Advisors Inc. | 0.41% | Reduce -0.8% | 8,259 | $502K |
| Pacific Global Investment Management Co. | 0.10% | No change | 8,250 | $501K |
| Swmg, LLC | 0.23% | Reduce -3.0% | 8,233 | $500K |
| Strategic Financial Partners, Ltd. | 0.28% | No change | 8,230 | $500K |
| Kelleher Financial Advisors | 0.21% | No change | 8,225 | $500K |
| 180 Wealth Advisors, LLC | 0.09% | Reduce -1.2% | 8,224 | $500K |
| Renasant Bank | 0.35% | Reduce -0.7% | 8,195 | $498K |
| Blue Trust, Inc. | 0.01% | Reduce -87.6% | 8,191 | $497K |
| Stokes Family Office, LLC | 0.06% | Add +0.1% | 8,150 | $495K |
| Clay Northam Wealth Management, LLC | 0.40% | New | 8,135 | $494K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +1.4% | 8,132 | $494K |
| Fort Sheridan Advisors LLC | 0.09% | Add +0.9% | 8,125 | $494K |
| Stevens Capital Partners | 0.29% | Add +0.7% | 8,105 | $492K |
| Bogart Wealth, LLC | 0.03% | Reduce -80.8% | 8,071 | $490K |
| Hemington Wealth Management | 0.18% | No change | 8,030 | $488K |
| Tempus Wealth Planning, LLC | 0.21% | Add +22.9% | 8,029 | $488K |
| Augustine Asset Management Inc. | 0.20% | No change | 8,010 | $487K |
| Everett Harris & Co. | 0.01% | Add +0.6% | 8,010 | $487K |
| Seven Mile Advisory | 0.37% | No change | 8,005 | $486K |
| Haverford Financial Services, Inc. | 0.14% | No change | 8,000 | $486K |
| Melfa Wealth Management, Inc. | 0.35% | New | 7,980 | $485K |
| Martin Capital Advisors, LLP | 0.38% | No change | 7,975 | $484K |
| First PREMIER Bank | 0.13% | Reduce -1.6% | 7,965 | $484K |
| Friedenthal Financial | 0.30% | New | 7,961 | $484K |
| Shufro Rose & Co. LLC | 0.04% | Add +0.8% | 7,950 | $483K |
| Global Strategic Investment Solutions, LLC | 0.06% | Add +0.2% | 7,947 | $483K |
| FWG Investments, LLC. | 0.52% | Add +4.9% | 7,943 | $482K |
| Radnor Capital Management, LLC | 0.08% | Reduce -18.7% | 7,920 | $481K |
| Sutton Place Investors LLC | 0.24% | Reduce -2.1% | 7,910 | $480K |
| Sandhill Capital Partners LLC | 0.04% | Add +2.3% | 7,845 | $477K |
| Victory Financial Group, LLC | 0.28% | Reduce -68.1% | 7,837 | $476K |
| Obsidian Cio, LLC | 0.12% | Reduce -2.7% | 7,785 | $473K |
| BCGM Wealth Management, LLC | 0.17% | Add +0.2% | 7,765 | $472K |
| Keebeck Wealth Management | 0.07% | Reduce -0.7% | 7,760 | $471K |
| Drexel Morgan & Co. | 0.10% | Add +9.8% | 7,755 | $471K |
| Jordan Park Group LLC | 0.03% | Reduce -4.8% | 7,755 | $471K |
| Lederer & Associates Investment Counsel | 0.33% | No change | 7,750 | $471K |
| NCM Capital Management, LLC | 0.26% | Reduce -1.0% | 7,750 | $471K |
| Stanley-Laman Group, Ltd. | 0.06% | Add +3.0% | 7,720 | $469K |
| Dagco, Inc. | 0.21% | Add +712.1% | 7,715 | $469K |
| Compass Ion Advisors, LLC | 0.07% | Add +0.1% | 7,714 | $469K |
| Hall Kathryn A. | 0.11% | No change | 7,700 | $468K |
| Innealta Capital, LLC | 0.20% | Reduce -12.1% | 7,689 | $467K |
| HUB Investment Partners, LLC | 0.03% | Add +46.8% | 7,683 | $467K |
| Mason & Associates Inc | 0.12% | No change | 7,668 | $466K |
| Concentric Wealth Management, LLC | 0.12% | No change | 7,655 | $465K |
| Marble Harbor Investment Counsel, LLC | 0.05% | Add +1.1% | 7,635 | $464K |
| McIlrath & Eck, LLC | 0.07% | Reduce -0.9% | 7,635 | $464K |
| Paulson Wealth Management Inc. | 0.14% | Add +87.8% | 7,624 | $463K |
| Fermata Advisors, LLC | 0.10% | Add +102.7% | 7,560 | $459K |
| CGN Advisors LLC | 0.06% | Add +9.5% | 7,530 | $457K |
| Staley Capital Advisers Inc. | 0.02% | Reduce -28.8% | 7,525 | $457K |
| IMS Capital Management | 0.21% | No change | 7,515 | $456K |
| Selway Asset Management | 0.18% | No change | 7,500 | $456K |
| Northwest Capital Management Inc | 0.15% | Add +80.5% | 7,481 | $454K |
| Wealth Management Associates, Inc. | 0.21% | No change | 7,756 | $454K |
| Prosperity Consulting Group, LLC | 0.06% | Reduce -6.3% | 7,455 | $453K |
| Roman Butler Fullerton & Co. | 0.17% | Add +10.1% | 7,919 | $453K |
| Pinnacle Wealth Management Group, Inc. | 0.34% | Reduce -76.6% | 7,435 | $452K |
| Alta Wealth Advisors LLC | 0.23% | Add +6.9% | 7,431 | $451K |
| Ti-Trust, Inc. | 0.33% | No change | 7,425 | $451K |
| Lewis Asset Management, LLC | 0.37% | Add +7.2% | 7,424 | $451K |
| Scissortail Wealth Management, LLC | 0.12% | New | 7,375 | $448K |
| Performance Wealth Partners, LLC | 0.02% | No change | 7,355 | $447K |
| Schnieders Capital Management LLC | 0.09% | Reduce -1.4% | 7,330 | $445K |
| Powell Investment Advisors, LLC | 0.24% | Reduce -16.1% | 7,328 | $445K |
| LexAurum Advisors, LLC | 0.11% | Add +0.1% | 7,285 | $443K |
| Operose Advisors LLC | 0.15% | Add +6.6% | 7,281 | $442K |
| JB Capital LLC | 0.03% | Add +14.3% | 7,255 | $441K |
| Clear Creek Financial Management, LLC | 0.06% | Reduce -10.7% | 6,190 | $438K |
| My Personal CFO, LLC | 0.25% | No change | 7,180 | $436K |
| Pension & Wealth Management Advisors, Inc. | 0.29% | No change | 7,170 | $436K |
| Whalerock Point Partners, LLC | 0.12% | No change | 7,165 | $435K |
| Capital Planning LLC | 0.14% | Reduce -12.6% | 7,140 | $434K |
| DDD Partners, LLC | 0.05% | No change | 7,139 | $434K |
| Occidental Asset Management, LLC | 0.08% | Reduce -8.2% | 7,137 | $434K |
| LaSalle St. Investment Advisors, LLC | 0.24% | Reduce -13.1% | 4,321 | $433K |
| Rappaport Reiches Capital Management, LLC | 0.14% | No change | 7,120 | $432K |
| Tradition Wealth Management, LLC | 0.04% | No change | 7,112 | $432K |
| Grant Street Asset Management, Inc. | 0.14% | Reduce -15.9% | 7,102 | $431K |
| Sawgrass Asset Management LLC | 0.05% | No change | 7,100 | $431K |
| Defined Wealth Management, LLC | 0.31% | No change | 7,090 | $431K |
| Sunflower Bank, N.A. | 0.10% | No change | 7,080 | $430K |
| Falcon Wealth Planning | 0.07% | Reduce -1.9% | 7,015 | $426K |
| ARS Investment Partners, LLC | 0.04% | No change | 7,000 | $425K |
| CWA Asset Management Group, LLC | 0.03% | Reduce -0.5% | 6,998 | $425K |
| Eudaimonia Advisors LLC | 0.23% | No change | 6,990 | $425K |
| SP Asset Management LLC | 0.04% | Add +0.1% | 6,952 | $422K |
| Greenhouse Wealth Management, LLC | 0.32% | Add +0.2% | 6,926 | $421K |
| 4J Wealth Management LLC | 0.36% | Reduce -11.4% | 6,916 | $420K |
| Transform Wealth, LLC | 0.04% | Add +39.1% | 6,912 | $420K |
| L.M. Kohn & Company | 0.12% | Reduce -2.2% | 6,863 | $417K |
| Peregrine Asset Advisers, Inc. | 0.17% | No change | 6,855 | $416K |
| Marquette Asset Management, LLC | 0.07% | Reduce -19.7% | 6,835 | $415K |
| One Wealth Management Investment & Advisory Services, LLC | 0.17% | Reduce -12.9% | 6,810 | $414K |
| Van Cleef Asset Management,Inc | 0.05% | Add +0.2% | 6,800 | $413K |
| Range Financial Group LLC | 0.21% | Reduce -19.5% | 6,795 | $413K |
| World Investment Advisors | 0.06% | Reduce -31.1% | 6,761 | $411K |
| Optimum Investment Advisors | 0.19% | No change | 6,760 | $411K |
| Advisor OS, LLC | 0.05% | Add +7.9% | 6,757 | $410K |
| Benedetti & Gucer, Inc. | 0.20% | Reduce -15.9% | 6,738 | $410K |
| Sunburst Financial Group, LLC | 0.12% | Add +31.8% | 6,785 | $410K |
| Financial Guidance Group, Inc. | 0.27% | No change | 6,740 | $409K |
| Nicolet Advisory Services, LLC | 0.04% | Reduce -2.0% | 6,820 | $409K |
| Center For Asset Management LLC | 0.33% | No change | 6,735 | $409K |
| Worth Financial Advisory Group, LLC | 0.28% | No change | 6,700 | $407K |
| Safeguard Financial, LLC | 0.13% | No change | 6,682 | $406K |
| Berkeley Capital Partners, LLC | 0.12% | Add +4.5% | 6,654 | $404K |
| Mason Investment Advisory Services, Inc. | 0.03% | Reduce -9.0% | 6,640 | $403K |
| Harmony Asset Management LLC | 0.17% | Add +17.5% | 6,620 | $402K |
| Eagle Ridge Investment Management | 0.04% | Add +1.6% | 6,598 | $401K |
| McElhenny Sheffield Capital Management, LLC | 0.14% | Reduce -9.9% | 6,578 | $400K |
| Values Added Financial LLC | 0.31% | No change | 6,576 | $399K |
| Greenwood Capital Associates LLC | 0.05% | Reduce -29.6% | 6,560 | $398K |
| Florida Trust Wealth Management Co | 0.01% | Add +10.7% | 6,560 | $398K |
| Fortis Capital Advisors, LLC | 0.17% | New | 6,558 | $398K |
| Sugarloaf Wealth Management, LLC | 0.08% | Add +7.8% | 6,553 | $398K |
| Legacy PCG, LLC | 0.25% | Reduce -1.8% | 6,553 | $398K |
| Live Oak Private Wealth LLC | 0.07% | Add +8.5% | 6,537 | $397K |
| Dopkins Wealth Management, LLC | 0.24% | New | 6,535 | $397K |
| Smith Salley Wealth Management | 0.03% | Reduce -48.5% | 6,530 | $397K |
| Teamwork Financial Advisors, LLC | 0.06% | New | 6,528 | $397K |
| Heritage Trust Co | 0.05% | Reduce -0.9% | 6,495 | $395K |
| Silicon Valley Capital Partners | 0.06% | Add +0.3% | 6,461 | $392K |
| Delta Financial Group, Inc. | 0.12% | Add +0.9% | 6,439 | $391K |
| McDaniel Terry & Co. | 0.03% | No change | 6,440 | $391K |
| Archer Investment Corp | 0.12% | Reduce -29.5% | 6,394 | $388K |
| Kingfisher Capital LLC | 0.09% | Add +0.3% | 6,372 | $387K |
| Charles Schwab Trust Co | 0.04% | Reduce -17.1% | 6,320 | $384K |
| Personal Cfo Solutions, LLC | 0.06% | Add +2.5% | 6,313 | $383K |
| Berger Financial Group, Inc | 0.03% | No change | 6,308 | $383K |
| J.P. Marvel Investment Advisors, LLC | 0.07% | No change | 6,295 | $382K |
| Apella Capital, LLC | 0.02% | Add +41.7% | 6,361 | $382K |
| JT Stratford LLC | 0.08% | Reduce -3.0% | 6,253 | $380K |
| Debussy Capital Management LP | 0.11% | Add +8.3% | 6,330 | $379K |
| Onyx Bridge Wealth Group LLC | 0.07% | Reduce -8.3% | 6,540 | $378K |
| Graybill Wealth Management, LTD. | 0.16% | Add +6.6% | 6,204 | $377K |
| Rothschild Capital Partners, LLC | 0.11% | Add +18.5% | 6,197 | $376K |
| First Bancorp, Inc | 0.28% | No change | 6,175 | $375K |
| Facet Wealth, Inc. | 0.01% | Add +7.3% | 6,319 | $375K |
| True Link Financial Advisors, LLC | 0.04% | Reduce -8.5% | 6,170 | $375K |
| American National Bank & Trust Co. | 0.09% | — | 6,160 | $374K |
| Fox Financial, Inc | 0.34% | No change | 6,155 | $374K |
| Ade, LLC | 0.25% | No change | 6,152 | $374K |
| Plum Street Advisors, LLC | 0.19% | No change | 5,991 | $373K |
| Roundview Capital LLC | 0.03% | New | 6,131 | $372K |
| M3 Advisory Group, LLC | 0.34% | Add +1.8% | 6,130 | $372K |
| Summit Trail Advisors, LLC | 0.01% | No change | 6,130 | $372K |
| William Howard & Co Financial Advisors Inc | 0.35% | — | 6,117 | $372K |
| Grey Street Capital, LLC | 0.05% | Add +8.8% | 6,119 | $372K |
| Aspen Grove Capital, LLC | 0.10% | No change | 6,100 | $371K |
| Planning Directions Inc. | 0.26% | Add +6.6% | 6,095 | $370K |
| Tucker Asset Management LLC | 0.09% | Reduce -0.8% | 6,095 | $370K |
| IAG Wealth Partners, LLC | 0.08% | No change | 6,080 | $369K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 6,070 | $369K |
| Faithward Advisors, LLC | 0.07% | No change | 6,060 | $368K |
| Gray Wealth Management Inc. | 0.16% | No change | 6,027 | $366K |
| CapWealth Advisors, LLC | 0.04% | No change | 6,015 | $365K |
| Princeton Global Asset Management LLC | 0.09% | No change | 6,000 | $364K |
| Clarity Financial LLC | 0.06% | New | 5,998 | $364K |
| Toronto Dominion Bank | 0.00% | No change | 5,990 | $364K |
| Lion Street Advisors, LLC | 0.15% | Reduce -80.0% | 1,309 | $363K |
| Modern Wealth Management, LLC | 0.03% | Add +22.5% | 5,972 | $363K |
| Verum Partners LLC | 0.13% | Reduce -2.0% | 5,966 | $362K |
| Auxano Advisors, LLC | 0.11% | Add +0.3% | 5,961 | $362K |
| Barr E S & Co. | 0.02% | Add +55.4% | 5,960 | $362K |
| Garde Capital, Inc. | 0.03% | No change | 5,970 | $362K |
| W Advisors, LLC | 0.25% | No change | 5,945 | $361K |
| Kellett Wealth Advisors, LLC | 0.25% | New | 5,925 | $360K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 6,290 | $360K |
| Jentner Corp | 0.13% | No change | 5,900 | $358K |
| Central Pacific Bank - Trust Division | 0.05% | — | 5,930 | $358K |
| Princeton Capital Management LLC | 0.13% | No change | 5,890 | $358K |
| TFC Financial Management, Inc. | 0.06% | Reduce -23.1% | 5,884 | $357K |
| ARS Wealth Advisors Group, LLC | 0.05% | Add +1.6% | 5,845 | $355K |
| Foster & Motley Inc. | 0.02% | Reduce -5.7% | 5,840 | $355K |
| Heritage Wealth Management, LLC | 0.18% | Add +16.4% | 5,822 | $354K |
| Asset Dedication, LLC | 0.03% | Reduce -2.2% | 5,820 | $353K |
| Advance Capital Management, Inc. | 0.02% | Add +0.5% | 5,798 | $352K |
| REAP Financial Group, LLC | 0.10% | No change | 5,783 | $351K |
| Avaii Wealth Management, LLC | 0.21% | No change | 5,760 | $350K |
| Bull Street Advisors, LLC | 0.17% | No change | 5,745 | $349K |
| Successful Portfolios LLC | 0.24% | Add +15.0% | 5,745 | $349K |
| Family Asset Management, LLC | 0.22% | Reduce -0.1% | 5,732 | $348K |
| Market Street Wealth Management Advisors LLC | 0.06% | Reduce -27.9% | 5,730 | $348K |
| Partners in Financial Planning | 0.08% | Add +38.5% | 5,728 | $348K |
| Aberdeen Wealth Management LLC | 0.20% | No change | 5,725 | $348K |
| Hohimer Wealth Management, LLC | 0.08% | Reduce -3.3% | 5,715 | $347K |
| Gradient Capital Advisors, LLC | 0.13% | No change | 5,713 | $347K |
| BOS Asset Management, LLC | 0.18% | Reduce -3.8% | 5,707 | $347K |
| RPg Family Wealth Advisory, LLC | 0.11% | Reduce -23.2% | 5,680 | $345K |
| St Germain D J Co. Inc. | 0.02% | Reduce -0.7% | 5,680 | $345K |
| Trek Financial, LLC | 0.03% | Reduce -7.0% | 5,675 | $345K |
| Trustco Bank Corp. N Y | 0.35% | No change | 5,605 | $340K |
| Legacy Bridge, LLC | 0.20% | Add +5.2% | 5,600 | $340K |
| McNaughton Wealth Management, LLC | 0.19% | No change | 5,600 | $340K |
| GR Financial Group, LLC | 0.08% | Reduce -34.8% | 5,575 | $339K |
| Gilman Hill Asset Management, LLC | 0.06% | No change | 5,565 | $338K |
| Mattern Capital Management, LLC | 0.05% | Reduce -36.3% | 5,550 | $337K |
| Boston Trust Walden Corp | 0.00% | No change | 5,490 | $333K |
| Strategy Asset Managers LLC | 0.07% | Add +0.4% | 5,464 | $332K |
| Welch Group, LLC | 0.02% | Add +10.2% | 5,460 | $332K |
| Legacy Edge Advisors, LLC | 0.07% | No change | 5,450 | $331K |
| Fiduciary Family Office, LLC | 0.13% | Reduce -22.1% | 4,333 | $331K |
| Resurgent Financial Advisors LLC | 0.18% | Add +12.4% | 5,419 | $329K |
| Red Door Wealth Management, LLC | 0.06% | No change | 5,413 | $329K |
| Shira Ridge Wealth Management | 0.19% | Add +1.0% | 5,403 | $328K |
| Financial Perspectives, Inc | 0.12% | Add +1.2% | 5,399 | $328K |
| AlphaStar Capital Management, LLC | 0.03% | Add +11.5% | 5,396 | $328K |
| Monterey Private Wealth, Inc. | 0.13% | Add +7.4% | 5,387 | $327K |
| Quantbot Technologies LP | 0.02% | New | 5,379 | $327K |
| Hibernia Wealth Partners, LLC | 0.22% | Add +25.7% | 5,379 | $327K |
| Criterion Capital Advisors, LLC | 0.22% | Reduce -0.8% | 5,372 | $326K |
| Bernardo Wealth Planning LLC | 0.09% | No change | 5,371 | $326K |
| RVW Wealth, LLC | 0.03% | Reduce -7.9% | 5,345 | $325K |
| Baldwin Wealth Partners LLC | 0.02% | Reduce -55.3% | 5,345 | $325K |
| Segment Wealth Management, LLC | 0.02% | No change | 5,340 | $324K |
| SkyOak Wealth, LLC | 0.08% | Add +23.1% | 5,325 | $323K |
| Bank Ozk | 0.14% | Reduce -11.2% | 5,299 | $322K |
| Summit Wealth & Retirement Planning, Inc. | 0.11% | No change | 5,275 | $320K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 5,270 | $320K |
| OneAscent Wealth Management LLC | 0.12% | Reduce -5.1% | 5,269 | $320K |
| BCK Partners, Inc. | 0.17% | Reduce -0.9% | 5,206 | $316K |
| Custos Family Office, LLC | 0.16% | Add +0.1% | 5,192 | $315K |
| Ameraudi Asset Management, Inc. | 0.15% | No change | 5,175 | $314K |
| Acorn Wealth Advisors, LLC | 0.16% | No change | 5,168 | $314K |
| Crestone Asset Management LLC | 0.06% | No change | 5,150 | $313K |
| Mystic Asset Management, Inc. | 0.13% | No change | 5,145 | $313K |
| Seeds Investor LLC | 0.29% | Add +15.1% | 5,134 | $312K |
| Householder Group Estate & Retirement Specialist, LLC | 0.09% | Reduce -15.3% | 5,092 | $309K |
| Hyman Charles D | 0.02% | No change | 5,090 | $309K |
| Total Clarity Wealth Management, Inc. | 0.11% | New | 5,047 | $307K |
| Aufman Associates Inc | 0.22% | No change | 5,045 | $306K |
| Braun-Bostich & Associates Inc. | 0.26% | Reduce -23.0% | 5,030 | $306K |
| Bluestem Financial Advisors, LLC | 0.16% | No change | 5,014 | $305K |
| Bantamac Capital, LLC | 0.17% | No change | 5,000 | $304K |
| Tudor Investment Corporation | 0.00% | Reduce -25.9% | 4,998 | $304K |
| Auour Investments LLC | 0.11% | No change | 4,995 | $303K |
| Madrona Financial Services, LLC | 0.11% | Reduce -89.2% | 4,987 | $303K |
| LS Investment Advisors, LLC | 0.05% | Reduce -16.7% | 4,985 | $303K |
| Veracity Capital LLC | 0.12% | Reduce -7.6% | 4,978 | $302K |
| Ellsworth Advisors, LLC | 0.09% | Reduce -12.4% | 5,218 | $302K |
| BIP Wealth, LLC | 0.02% | New | 4,960 | $301K |
| Greenspring Advisors, LLC | 0.08% | No change | 4,955 | $301K |
| Heritage Financial Services, LLC | 0.04% | Reduce -28.0% | 4,930 | $299K |
| Vertex Planning Partners, LLC | 0.08% | Add +7.3% | 4,925 | $299K |
| Bellecapital International Ltd. | 0.07% | No change | 4,920 | $299K |
| Creative Capital Management Investments LLC | 0.15% | Add +5.5% | 4,910 | $298K |
| Alexander Randolph Advisory, Inc. | 0.26% | Reduce -10.8% | 4,885 | $297K |
| Smart Money Group LLC | 0.12% | New | 5,192 | $297K |
| Orgel Wealth Management, LLC | 0.01% | Reduce -13.6% | 4,870 | $296K |
| Imprint Wealth LLC | 0.07% | New | 4,885 | $295K |
| WMS Partners, LLC | 0.02% | No change | 4,837 | $294K |
| Main Management LLC | 0.03% | No change | 4,825 | $293K |
| Financial Life Advisors | 0.12% | Add +1.8% | 4,818 | $293K |
| Inspire Advisors, LLC | 0.04% | Reduce -1.5% | 4,806 | $292K |
| Texas Yale Capital Corp. | 0.01% | Add +0.2% | 4,803 | $292K |
| Alpha Cubed Investments, LLC | 0.02% | Add +6.7% | 4,800 | $292K |
| Dumont & Blake Investment Advisors LLC | 0.08% | No change | 4,785 | $291K |
| BTC Capital Management, Inc. | 0.03% | — | 4,780 | $290K |
| Financial Gravity Asset Management, Inc. | 0.08% | Reduce -97.6% | 1,046 | $290K |
| Commonwealth Retirement Investments LLC | 0.14% | Reduce -7.3% | 4,755 | $289K |
| Hoese & Co LLP | 0.26% | Reduce -9.9% | 5,005 | $289K |
| Zuckerman Investment Group, LLC | 0.03% | No change | 4,735 | $288K |
| WealthCare Investment Partners, LLC | 0.14% | Reduce -7.0% | 4,688 | $285K |
| Canopy Partners, LLC | 0.14% | No change | 4,685 | $285K |
| Penney Financial, LLC | 0.21% | Reduce -1.6% | 4,680 | $284K |
| Alpha Financial Advisors, LLC | 0.13% | Reduce -2.3% | 4,672 | $284K |
| Front Row Advisors LLC | 0.11% | Add +5731.3% | 4,665 | $283K |
| Peterson Financial Group, Inc. | 1.85% | Reduce -2.6% | 4,657 | $283K |
| Noesis Capital Mangement Corp. | 0.06% | Reduce -7.2% | 4,650 | $282K |
| Coulter & Justus Financial Services, LLC | 0.06% | New | 4,650 | $282K |
| Gratus Capital, LLC | 0.01% | Add +22.0% | 4,635 | $282K |
| First National Bank & Trust Co. of Newtown | 0.06% | Reduce -9.8% | 4,625 | $281K |
| Phillips Wealth Planners LLC | 0.32% | New | 4,923 | $281K |
| Abound Wealth Management | 0.11% | Reduce -26.1% | 4,620 | $281K |
| Forum Financial Management, LP | 0.00% | Add +3.0% | 4,616 | $280K |
| Chilton Capital Management LLC | 0.01% | Reduce -10.0% | 4,610 | $280K |
| JGP Wealth Management, LLC | 0.04% | Add +20.9% | 4,595 | $279K |
| Sentry LLC | 0.05% | No change | 4,575 | $278K |
| Northeast Investment Management | 0.01% | No change | 4,575 | $278K |
| Denver Wealth Management, Inc. | 0.14% | Add +0.3% | 4,572 | $278K |
| Montz Harcus Wealth Management LLC | 0.19% | Add +0.2% | 4,563 | $277K |
| Forthright Family Wealth Advisory LLC | 0.19% | New | 4,560 | $277K |
| Granite Investment Partners, LLC | 0.01% | No change | 4,555 | $277K |
| Beaton Management Co. Inc. | 0.15% | No change | 4,530 | $275K |
| Nabity-Jensen Investment Management Inc | 0.23% | No change | 4,525 | $275K |
| Seed Wealth Management, Inc. | 0.26% | No change | 4,550 | $275K |
| Icon Wealth Advisors, LLC | 0.03% | Add +35.2% | 4,517 | $274K |
| Family Manage LLC | 0.05% | No change | 4,515 | $274K |
| Landaas & Co. /Wi | 0.09% | New | 4,516 | $274K |
| Hamilton Point Investment Advisors, LLC | 0.05% | No change | 4,500 | $273K |
| Noble Family Wealth, LLC | 0.08% | No change | 4,480 | $272K |
| Sageworth Trust Co | 0.02% | No change | 4,475 | $272K |
| Affinity Wealth Management LLC | 0.05% | No change | 4,450 | $270K |
| Client 1ST Advisory Group, LLC | 0.12% | Reduce -2.3% | 4,435 | $269K |
| Alpha Omega Wealth Management LLC | 0.05% | Reduce -3.1% | 4,425 | $269K |
| Veltria Advisors Corp. | 0.07% | Reduce -4.3% | 4,420 | $268K |
| LJI Wealth Management, LLC | 0.07% | New | 4,406 | $268K |
| Sierra Summit Advisors LLC | 0.07% | No change | 4,400 | $267K |
| Wolff Wiese Magana LLC | 0.23% | Add +14.6% | 4,395 | $267K |
| Provenance Wealth Advisors, LLC | 0.04% | Reduce -0.2% | 4,377 | $266K |
| WestHill Financial Advisors, Inc. | 0.07% | No change | 4,374 | $266K |
| Adero Partners, LLC | 0.02% | No change | 4,370 | $265K |
| Hanson & Doremus Investment Management | 0.05% | Add +63.4% | 4,370 | $265K |
| Aerodigm Wealth, LLC | 0.11% | Add +15.9% | 4,359 | $265K |
| Forte Capital LLC | 0.03% | No change | 4,355 | $265K |
| Bridgewealth Advisory Group, LLC | 0.13% | Reduce -7.5% | 4,350 | $264K |
| Vishria Bird Financial Group, LLC | 0.11% | No change | 4,345 | $264K |
| Concord Wealth Partners | 0.05% | Add +52.2% | 4,346 | $264K |
| Slagle Financial, LLC | 0.14% | Reduce -52.6% | 4,342 | $264K |
| Carson Advisory Inc. | 0.19% | Add +11.4% | 4,335 | $263K |
| West Michigan Advisors, LLC | 0.09% | New | 4,323 | $263K |
| Signet Financial Management, LLC | 0.04% | Reduce -30.6% | 4,313 | $262K |
| Frank, Rimerman Advisors LLC | 0.05% | No change | 4,300 | $261K |
| Beacon Financial Advisory LLC | 0.13% | Reduce -84.9% | 4,297 | $261K |
| Geneva Partners, LLC | 0.11% | Add +0.2% | 4,289 | $260K |
| Sterling Wealth Management, Inc. | 0.13% | Add +9.3% | 4,285 | $260K |
| Aletheian Wealth Advisors LLC | 0.14% | No change | 4,265 | $259K |
| Colonial River Investments, LLC | 0.15% | Reduce -12.1% | 4,261 | $259K |
| Sound View Wealth Advisors Group, LLC | 0.03% | Reduce -51.8% | 4,255 | $258K |
| Hills Bank & Trust Co | 0.02% | Reduce -16.2% | 4,255 | $258K |
| 4Thought Financial Group Inc. | 0.17% | Add +23.9% | 4,248 | $258K |
| Atwood & Palmer Inc. | 0.02% | Reduce -36.3% | 4,240 | $258K |
| Watts Gwilliam & Co., LLC | 0.08% | — | 4,235 | $255K |
| Heritage Wealth Partners, LLC | 0.52% | Reduce -80.0% | 920 | $255K |
| Private Client Services, LLC | 0.17% | Reduce -6.8% | 4,191 | $255K |
| McLean Asset Management Corp | 0.09% | No change | 4,243 | $255K |
| Red Lighthouse Investment Management, LLC | 0.10% | No change | 4,190 | $255K |
| Altfest L J & Co. Inc. | 0.04% | Add +0.2% | 4,184 | $254K |
| Capital Insight Partners, LLC | 0.05% | Add +2.6% | 4,165 | $253K |
| Trademark Financial Management, LLC | 0.21% | Reduce -5.1% | 4,109 | $250K |
| LVW Advisors, LLC | 0.04% | Reduce -7.6% | 4,095 | $249K |
| MADDEN SECURITIES Corp | 0.11% | Reduce -50.8% | 4,070 | $247K |
| Detalus Advisors, LLC | 0.09% | Reduce -0.8% | 4,065 | $247K |
| Barclays PLC | 0.00% | Reduce -41.2% | 4,065 | $247K |
| Visionary Wealth Advisors | 0.02% | No change | 4,055 | $246K |
| Clark Asset Management, LLC | 0.08% | No change | 4,050 | $246K |
| Mengis Capital Management, Inc. | 0.04% | Add +1.8% | 4,031 | $245K |
| Aspen Investment Management Inc | 0.12% | New | 4,001 | $243K |
| Mainsail Asset Management, LLC | 0.20% | No change | 4,000 | $243K |
| Summitry LLC | 0.01% | New | 4,000 | $243K |
| LongView Wealth Management | 0.10% | Add +3.0% | 3,997 | $243K |
| Liberty Wealth Management LLC | 0.05% | New | 3,989 | $242K |
| Focused Wealth Management, Inc | 0.04% | Add +0.1% | 3,976 | $242K |
| Wellington Wealth Strategies, LLC. | 0.11% | New | 3,975 | $241K |
| Ceera Investments, LLC | 0.11% | No change | 3,975 | $241K |
| DiNuzzo Private Wealth, Inc. | 0.03% | No change | 3,965 | $241K |
| Elevated Capital Advisors, LLC | 0.07% | Add +0.3% | 3,962 | $241K |
| Chemistry Wealth Management LLC | 0.06% | No change | 3,935 | $239K |
| Idaho Trust Co | 0.23% | Reduce -97.3% | 3,933 | $239K |
| Fingerlakes Wealth Management, Inc. | 0.23% | New | 3,933 | $239K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.11% | Reduce -2.1% | 4,049 | $237K |
| Chilton Investment Co. Inc. | 0.01% | New | 3,900 | $237K |
| Blue Barn Wealth, LLC | 0.13% | Reduce -5.3% | 3,896 | $237K |
| TriaGen Wealth Management LLC | 0.10% | New | 3,889 | $236K |
| Hunter Associates Investment Management LLC | 0.04% | Reduce -22.0% | 3,885 | $236K |
| Thompson Siegel & Walmsley LLC | 0.00% | No change | 3,880 | $236K |
| Addison Advisors LLC | 0.08% | No change | 3,885 | $236K |
| Stonebridge Capital Advisors LLC | 0.02% | Add +5.1% | 3,879 | $236K |
| Cypress Wealth Services, LLC | 0.05% | Reduce -38.5% | 3,870 | $235K |
| Birchbrook, Inc. | 0.14% | Reduce -37.7% | 3,868 | $235K |
| Clare Market Investments LLC | 0.07% | No change | 3,850 | $234K |
| Houlihan Financial Resource Group, Ltd. | 0.10% | No change | 3,830 | $233K |
| Wade Financial Advisory, Inc | 0.08% | New | 3,835 | $233K |
| TrueWealth Advisors, LLC | 0.09% | Reduce -1.2% | 3,825 | $232K |
| Concorde Asset Management, LLC | 0.16% | Reduce -15.0% | 3,824 | $232K |
| Matthew Goff Investment Advisor, LLC | 0.05% | Reduce -5.7% | 3,800 | $231K |
| Pacifica Partners Inc. | 0.10% | Add +49.3% | 3,866 | $230K |
| RMR Capital Management, LLC | 0.23% | New | 3,785 | $230K |
| Eight 31 Financial, LLC | 0.14% | New | 3,771 | $229K |
| Advisors Management Group Inc. | 0.06% | New | 3,773 | $229K |
| RiverFront Investment Group, LLC | 0.01% | New | 3,760 | $228K |
| DHK Financial Advisors, Inc. | 0.16% | No change | 3,750 | $228K |
| Hall Capital Management Co. Inc. | 0.11% | No change | 3,750 | $228K |
| Banque Pictet & Cie SA | 0.00% | Reduce -21.2% | 3,750 | $228K |
| Gratus Wealth Advisors, LLC | 0.04% | Reduce -35.0% | 4,031 | $227K |
| O'ROURKE & COMPANY, Inc | 0.13% | No change | 3,730 | $227K |
| Empirical Asset Management, LLC | 0.11% | Add +2.8% | 3,731 | $227K |
| Canvas Wealth Advisors, LLC | 0.08% | New | 4,010 | $227K |
| Gold Investment Management Ltd. | 0.09% | No change | 3,725 | $226K |
| Moody Aldrich Partners LLC | 0.04% | No change | 3,725 | $226K |
| WorthPointe, LLC | 0.11% | Reduce -17.6% | 3,711 | $225K |
| Cedar Point Capital Partners, LLC | 0.17% | Reduce -0.5% | 3,665 | $223K |
| Von Berge Wealth Management Group, LLC | 0.14% | Reduce -1.6% | 3,661 | $222K |
| Trueblood Wealth Management, LLC | 0.13% | Reduce -0.4% | 3,654 | $222K |
| Covenant Asset Management, LLC | 0.05% | No change | 3,640 | $221K |
| Sharp Wealth Advisory, LLC | 0.21% | New | 3,636 | $221K |
| Patrick M Sweeney & Associates, Inc. | 0.18% | No change | 3,635 | $221K |
| Consilium Wealth Advisory, LLC | 0.12% | Reduce -26.0% | 3,635 | $221K |
| Central Valley Advisors, LLC | 0.11% | Add +0.2% | 3,631 | $221K |
| Bfsg, LLC | 0.03% | No change | 3,620 | $220K |
| Fortis Capital Management LLC | 0.06% | Reduce -9.1% | 3,615 | $220K |
| Darrow Company, Inc. | 0.14% | No change | 3,610 | $219K |
| Abich Financial Wealth Management LLC | 0.17% | Add +313.8% | 3,600 | $219K |
| CNB Bank | 0.11% | No change | 3,595 | $218K |
| Aries Wealth Management | 0.07% | New | 3,585 | $218K |
| Orcam Financial Group | 0.24% | New | 3,580 | $217K |
| Epiq Partners, LLC | 0.15% | New | 3,575 | $217K |
| Paradigm, Strategies in Wealth Management, LLC | 0.13% | New | 3,570 | $217K |
| Westshore Wealth, LLC | 0.09% | New | 3,565 | $217K |
| Smith Chas P & Associates Pa Cpas | 0.01% | New | 3,565 | $217K |
| Columbus Macro, LLC | 0.08% | Reduce -2.4% | 3,558 | $216K |
| New Republic Capital, LLC | 0.14% | Reduce -4.3% | 3,540 | $215K |
| Foster Victor Wealth Advisors, LLC | 0.02% | Reduce -6.9% | 3,655 | $215K |
| BNP Paribas Financial Markets | 0.00% | New | 3,524 | $214K |
| Ifrah Financial Services, Inc. | 0.06% | New | 3,519 | $214K |
| NWF Advisory Services Inc. | 0.04% | Reduce -11.7% | 3,505 | $213K |
| Aull & Monroe Investment Management Corp | 0.10% | New | 3,500 | $213K |
| Schechter Investment Advisors, LLC | 0.02% | Reduce -65.8% | 3,490 | $212K |
| Waterway Wealth Management, LLC | 0.09% | Reduce -43.1% | 3,475 | $211K |
| Perkins Coie Trust Co | 0.05% | No change | 3,460 | $210K |
| Heartwood Wealth Advisors LLC | 0.03% | Reduce -7.7% | 3,460 | $210K |
| ACT Advisors, LLC. | 0.12% | New | 3,457 | $210K |
| Capstone Financial Advisors, Inc. | 0.01% | New | 3,453 | $210K |
| TD Capital Management LLC | 0.02% | Add +0.9% | 3,450 | $210K |
| Rodgers & Associates, LTD | 0.03% | New | 3,450 | $210K |
| Reston Wealth Management LLC | 0.08% | New | 3,440 | $209K |
| Mosaic Family Wealth Partners, LLC | 0.03% | Reduce -8.6% | 3,440 | $209K |
| Nixon Peabody Trust Co. | 0.02% | Reduce -48.2% | 3,430 | $208K |
| McAdam, LLC | 0.01% | Reduce -5.5% | 3,418 | $208K |
| United Advisor Group, LLC | 0.08% | New | 3,410 | $207K |
| Annex Advisory Services, LLC | 0.01% | Reduce -17.0% | 3,410 | $207K |
| Palisades Hudson Asset Management, L.P. | 0.09% | New | 3,405 | $207K |
| Eudaimonia Partners, LLC | 0.05% | New | 3,401 | $207K |
| Thor Investment Management Inc. /Oh/ | 0.16% | New | 3,400 | $207K |
| Two Sigma Investments, LP | 0.00% | New | 3,400 | $207K |
| Emergent Wealth Advisors, LLC | 0.18% | New | 3,399 | $206K |
| Sonora Investment Management Group, LLC | 0.02% | Reduce -6.8% | 3,398 | $206K |
| Fogel Capital Management, Inc. | 0.12% | New | 3,480 | $204K |
| Jamison Private Wealth Management, Inc. | 0.03% | Add +9.7% | 3,347 | $203K |
| Freedom Day Solutions, LLC | 0.07% | New | 3,344 | $203K |
| F&V Capital Management, LLC | 0.06% | New | 3,350 | $203K |
| Heritage Investment Group, Inc. | 0.03% | New | 3,340 | $203K |
| Strategic Financial Planning, Inc. | 0.15% | New | 3,339 | $203K |
| Francis Financial, Inc. | 0.07% | New | 3,335 | $203K |
| Resolute Wealth Strategies, LLC | 0.12% | Reduce -23.2% | 3,331 | $202K |
| Northstar Asset Management Inc. | 0.04% | New | 3,330 | $202K |
| Schroder Investment Management Group | 0.00% | Reduce -25.4% | 3,334 | $202K |
| TCP Asset Management, LLC | 0.05% | New | 3,325 | $202K |
| Formidable Asset Management, LLC | 0.03% | New | 3,325 | $202K |
| Stonegate Investment Group, LLC | 0.01% | New | 3,325 | $202K |
| Global Financial Private Client, LLC | 0.09% | Add +121.6% | 3,335 | $201K |
| Presilium Private Wealth, LLC | 0.05% | Reduce -9.5% | 3,313 | $201K |
| SCS Capital Management LLC | 0.00% | New | 3,300 | $200K |
| Voisard Asset Management Group, Inc. | 0.11% | No change | 3,255 | $198K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.07% | Add +89.3% | 3,208 | $195K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -93.6% | 3,181 | $193K |
| Rosenberg Matthew Hamilton | 0.06% | No change | 3,200 | $193K |
| GoalVest Advisory LLC | 0.06% | No change | 3,150 | $191K |
| Caitlin John, LLC | 0.14% | Reduce -11.4% | 3,114 | $189K |
| Compass Wealth Management LLC | 0.05% | Reduce -25.4% | 3,090 | $188K |
| GPS Wealth Strategies Group, LLC | 0.03% | Reduce -6.5% | 3,080 | $187K |
| Spirit of America Management Corp. | 0.04% | New | 3,230 | $187K |
| Assetmark, Inc. | 0.00% | Add +51.5% | 3,067 | $186K |
| Cornerstone Planning Group LLC | 0.06% | Reduce -1.4% | 3,087 | $181K |
| First United Bank & Trust | 0.07% | No change | 2,925 | $178K |
| Sanctuary Wealth Management, L.L.C. | 0.14% | No change | 2,890 | $176K |
| Tidemark, LLC | 0.10% | Reduce -15.8% | 2,856 | $173K |
| Janiczek Wealth Management, LLC | 0.04% | No change | 2,780 | $169K |
| Wagner Wealth Management, LLC | 0.05% | No change | 2,753 | $167K |
| Register Financial Advisors LLC | 0.09% | Reduce -2.9% | 2,752 | $167K |
| Disciplina Capital Management LLC | 0.03% | No change | 2,715 | $165K |
| Versant Capital Management, Inc | 0.05% | Reduce -1.3% | 2,700 | $164K |
| Iron Horse Wealth Management, LLC | 0.06% | Add +39.0% | 2,675 | $162K |
| Tanglewood Legacy Advisors, LLC | 0.08% | New | 2,635 | $160K |
| TruNorth Capital Management, LLC | 0.05% | — | 2,620 | $159K |
| Elgethun Capital Management | 0.04% | Add +0.1% | 2,594 | $157K |
| Eukles Asset Management | 0.07% | No change | 2,556 | $155K |
| Mitchell Sinkler & Starr | 0.04% | Reduce -88.6% | 2,510 | $152K |
| WealthCollab, LLC | 0.11% | No change | 2,420 | $147K |
| Piscataqua Savings Bank | 0.13% | Reduce -25.2% | 2,420 | $147K |
| SRH Advisors, LLC | 0.05% | No change | 2,410 | $146K |
| Angeles Wealth Management, LLC | 0.01% | No change | 2,405 | $146K |
| McClarren Financial Advisors, Inc. | 0.10% | Add +0.3% | 2,376 | $145K |
| Barrett & Company, Inc. | 0.07% | No change | 2,385 | $145K |
| Ramirez Asset Management, Inc. | 0.03% | No change | 2,375 | $144K |
| Cherry Tree Wealth Management, LLC | 0.04% | No change | 2,360 | $143K |
| Frazier Financial Advisors, LLC | 0.12% | Add +0.2% | 2,359 | $143K |
| Webster Bank, N. A. | 0.02% | No change | 2,335 | $142K |
| Pineridge Advisors LLC | 0.05% | Reduce -2.1% | 2,315 | $141K |
| Steph & Co. | 0.05% | No change | 2,310 | $140K |
| Goodwin Investment Advisory | 0.07% | No change | 2,305 | $140K |
| Balentine LLC | 0.00% | Add +88.9% | 2,220 | $135K |
| Trust Co | 0.02% | Add +7.3% | 2,200 | $134K |
| MTM Investment Management, LLC | 0.05% | Reduce -19.0% | 2,135 | $130K |
| Aspire Wealth Management Corp | 0.08% | Reduce -63.3% | 2,110 | $128K |
| First Financial Corp. | 0.06% | Add +19.3% | 2,105 | $128K |
| Sittner & Nelson, LLC | 0.06% | No change | 2,080 | $126K |
| Resources Management Corp. /CT/ | 0.02% | No change | 2,055 | $125K |
| Gradient Investments LLC | 0.00% | Reduce -61.1% | 2,037 | $124K |
| Sage Mountain Advisors LLC | 0.01% | Reduce -11.7% | 2,030 | $123K |
| Morling Financial Advisors, LLC | 0.07% | Reduce -3.5% | 2,011 | $122K |
| C M Bidwell & Associates Ltd. | 0.08% | No change | 1,980 | $120K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 1,970 | $120K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | New | 1,925 | $117K |
| Spectrum Wealth Counsel, LLC | 0.01% | No change | 1,915 | $116K |
| CarsonAllaria Wealth Management, Ltd. | 0.07% | New | 1,900 | $115K |
| M&R Capital Management Inc. | 0.03% | Add +0.2% | 1,889 | $115K |
| Elevation Wealth Partners, LLC | 0.06% | Reduce -18.5% | 1,883 | $114K |
| Y.D. More Investments Ltd | 0.02% | No change | 1,845 | $112K |
| Larson Financial Group LLC | 0.01% | Add +15.8% | 1,829 | $111K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 1,775 | $107K |
| Dixon Mitchell Investment Counsel Inc. | 0.01% | New | 1,750 | $106K |
| Toth Financial Advisory Corp. | 0.01% | Reduce -4.8% | 1,695 | $103K |
| Ballast Advisors LLC | 0.03% | Reduce -2.6% | 1,690 | $103K |
| Optiver Holding B.V. | 0.00% | Add +225.0% | 1,690 | $103K |
| Avalon Trust Co | 0.01% | No change | 1,655 | $101K |
| Westside Investment Management, Inc. | 0.02% | No change | 1,651 | $100K |
| Gen-Wealth Partners Inc | 0.05% | — | 1,625 | $99K |
| Rothschild Investment LLC | 0.01% | No change | 1,575 | $96K |
| Advantage Trust Co | 0.07% | No change | 1,510 | $92K |
| WFA Asset Management Corp | 0.05% | New | 1,496 | $91K |
| Ransom Advisory, Ltd | 0.05% | — | 1,485 | $90K |
| PrairieView Partners, LLC | 0.01% | No change | 1,475 | $90K |
| Impact Partnership Wealth, LLC | 0.04% | Reduce -1.0% | 1,455 | $88K |
| Kelly Financial Services LLC | 0.03% | Reduce -6.0% | 1,429 | $87K |
| Heritage Wealth Advisors | 0.00% | No change | 1,425 | $87K |
| Highlander Capital Management, LLC | 0.03% | No change | 1,360 | $83K |
| AllSquare Wealth Management LLC | 0.05% | Reduce -23.1% | 1,330 | $81K |
| Moser Wealth Advisors, LLC | 0.04% | No change | 1,275 | $77K |
| Founders Capital Management | 0.05% | No change | 1,275 | $77K |
| SJS Investment Consulting Inc. | 0.02% | Reduce -58.5% | 1,271 | $77K |
| Ashford Advisors, LLC | 0.02% | Reduce -80.0% | 1,250 | $76K |
| New Covenant Trust Company, N.A. | 0.07% | — | 1,205 | $73K |
| Gables Capital Management Inc. | 0.04% | Add +10.7% | 1,195 | $73K |
| West Oak Capital, LLC | 0.03% | No change | 1,150 | $70K |
| Blume Capital Management, Inc. | 0.02% | No change | 1,065 | $65K |
| Woodmont Investment Counsel LLC | 0.01% | New | 1,065 | $65K |
| NFSG Corp | 0.03% | No change | 1,060 | $64K |
| JDM Financial Group LLC | 0.05% | No change | 1,050 | $64K |
| West Branch Capital LLC | 0.02% | Reduce -51.4% | 1,013 | $62K |
| Cetera Trust Company, N.A | 0.04% | No change | 1,000 | $61K |
| Dynamic Wealth Strategies, LLC | 0.05% | No change | 950 | $58K |
| Coston, McIsaac & Partners | 0.02% | Add +0.2% | 967 | $58K |
| Roble, Belko & Company, Inc | 0.01% | No change | 960 | $58K |
| Richard W. Paul & Associates, LLC | 0.02% | Reduce -1.5% | 936 | $57K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 935 | $57K |
| FSA Wealth Management LLC | 0.02% | No change | 925 | $56K |
| Provident Wealth Management, LLC | 0.02% | Add +256.9% | 910 | $55K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Add +420.0% | 910 | $55K |
| Atlantic Private Wealth, LLC | 0.04% | No change | 875 | $53K |
| Kiely Wealth Advisory Group, Inc. | 0.03% | No change | 855 | $50K |
| Bromfield Sneider Wealth Advisors | 0.03% | Reduce -0.3% | 803 | $49K |
| Hexagon Capital Partners LLC | 0.01% | Add +13.9% | 797 | $48K |
| Capital Investment Counsel, Inc | 0.01% | No change | 785 | $48K |
| Beacon Capital Management, LLC | 0.01% | Reduce -5.5% | 780 | $47K |
| Bellevue Asset Management, LLC | 0.03% | No change | 750 | $46K |
| Legacies Wealth LLC | 0.04% | No change | 730 | $44K |
| Wiser Advisor Group LLC | 0.07% | No change | 705 | $43K |
| Pin Oak Investment Advisors Inc. | 0.04% | No change | 690 | $42K |
| Financial Management Professionals, Inc. | 0.01% | New | 657 | $40K |
| Rain Capital Management, LLC | 0.03% | No change | 655 | $40K |
| Ziegler Capital Management, LLC | 0.00% | No change | 6,365 | $39K |
| Integrity Financial Corp | 0.03% | Reduce -18.2% | 630 | $38K |
| Independence Bank of Kentucky | 0.01% | Reduce -28.6% | 625 | $38K |
| True Wealth Design, LLC | 0.01% | No change | 625 | $38K |
| Legend Financial Advisors, Inc. | 0.03% | No change | 590 | $36K |
| Raleigh Capital Management Inc. | 0.02% | New | 586 | $36K |
| Evolution Advisers, Inc. | 0.02% | No change | 565 | $35K |
| Kopp LeRoy C | 0.02% | — | 565 | $34K |
| Kopp Family Office, LLC | 0.02% | No change | 565 | $34K |
| Evergreen Private Wealth LLC | 0.02% | No change | 550 | $33K |
| Arax Advisory Partners | 0.00% | Add +0.6% | 548 | $33K |
| Elevate Wealth Advisory, Inc. | 0.03% | No change | 540 | $33K |
| TFO Wealth Partners, LLC | 0.01% | No change | 510 | $31K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | Add +26.3% | 505 | $31K |
| Investors Research Corp | 0.01% | Add +2.0% | 500 | $30K |
| Byrne Asset Management LLC | 0.02% | Reduce -12.8% | 475 | $29K |
| Pflug Koory, LLC | 0.00% | No change | 475 | $29K |
| Davis Capital Management | 0.03% | No change | 465 | $28K |
| Keener Financial Planning LLC | 0.02% | No change | 460 | $28K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | Reduce -13.3% | 455 | $28K |
| SYM FINANCIAL Corp | 0.00% | No change | 455 | $28K |
| Delta Asset Management LLC | 0.00% | No change | 455 | $28K |
| Costello Asset Management, INC | 0.02% | Add +0.3% | 401 | $24K |
| DecisionPoint Financial, LLC | 0.01% | No change | 420 | $24K |
| Truvestments Capital LLC | 0.01% | New | 385 | $23K |
| WR Wealth Planners, LLC | 0.01% | Reduce -93.3% | 378 | $23K |
| MeadowBrook Investment Advisors LLC | 0.02% | No change | 360 | $22K |
| Amundi | 0.00% | No change | 320 | $18K |
| Signature Resources Capital Management, LLC | 0.02% | Reduce -80.0% | 63 | $17K |
| Laffer Tengler Investments, Inc. | 0.01% | No change | 255 | $15K |
| Kozak & Associates, Inc. | 0.00% | New | 255 | $15K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 250 | $15K |
| Raffa Wealth Management, LLC | 0.00% | No change | 245 | $15K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 235 | $14K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 220 | $13K |
| LRI Investments, LLC | 0.00% | — | 215 | $13K |
| PFS Partners, LLC | 0.01% | Reduce -3.3% | 208 | $13K |
| Sound Income Strategies, LLC | 0.00% | Reduce -77.3% | 195 | $12K |
| Howe & Rusling Inc. | 0.00% | Reduce -17.8% | 185 | $11K |
| Grand Wealth Management, LLC | 0.01% | No change | 180 | $11K |
| Kessler Investment Group, LLC | 0.01% | New | 150 | $9K |
| Eagle Bay Advisors LLC | 0.01% | Reduce -91.5% | 130 | $8K |
| Pathway Financial Advisers, LLC | 0.00% | Reduce -6.4% | 117 | $7K |
| Covestor Ltd | 0.00% | Reduce -30.9% | 121 | $7K |
| Copeland Capital Management, LLC | 0.00% | Reduce -83.8% | 107 | $7K |
| Lowe Wealth Advisors, LLC | 0.00% | Add +50.0% | 105 | $6K |
| Smartleaf Asset Management LLC | 0.00% | New | 90 | $5K |
| Aristotle Capital Boston, LLC | 0.00% | Reduce -47.6% | 76 | $5K |
| Highline Wealth Partners LLC | 0.00% | No change | 75 | $5K |
| Tower View Wealth Management LLC | 0.00% | Reduce -2.7% | 73 | $4K |
| Clarity Asset Management, Inc. | 0.00% | Reduce -73.3% | 72 | $4K |
| CGC Financial Services, LLC | 0.00% | No change | 70 | $4K |
| Financial Freedom, LLC | 0.00% | Add +3.6% | 57 | $3K |
| American Capital Advisory, LLC | 0.00% | New | 11 | $3K |
| Breakwater Investment Management | 0.00% | — | 15 | $912 |
| Naples Money Management LLC | 0.00% | No change | 10 | $607 |
| Rakuten Securities, Inc. | 0.00% | New | 5 | $304 |
"% of holder's portfolio" is IJH's weight in each manager's 13F, not the share of iShares Core S&P Midcap ETF the manager owns.