iShares Core S&P Midcap ETFIJHETF
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 2,223 institutions reported holding iShares Core S&P Midcap ETF (IJH) in their 13F filings, down 4 from Q1 2024. 94 opened new positions and 102 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($5.9B), Bank of America Corp. ($3.8B) and Wells Fargo & Company ($2.9B). 8 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 94 | $149.3M |
| Exits | 102 | $370.1M |
All 13F filers, Q1 2024 → Q2 2024: 58,563,235 shares bought and 22,429,976 shares sold, net +36,133,259 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,223 holders
| Northwestern Mutual Wealth Management Co. | 5.80% | Add +3.3% | 100,490,787 | $5.9B |
| Bank of America Corp. | 0.36% | Reduce -1.0% | 64,103,498 | $3.8B |
| Wells Fargo & Company | 0.74% | Reduce -0.6% | 48,732,822 | $2.9B |
| Bank of New York Mellon Corp | 0.54% | Reduce -0.1% | 48,227,597 | $2.8B |
| LPL Financial LLC | 1.17% | Add +4.0% | 40,062,625 | $2.3B |
| JPMorgan Chase & Co. | 0.20% | Add +3.8% | 39,484,489 | $2.3B |
| FMR LLC | 0.13% | Add +18.4% | 35,573,981 | $2.1B |
| Morgan Stanley | 0.15% | Reduce -0.5% | 34,194,339 | $2.0B |
| Envestnet Asset Management Inc. | 0.49% | Add +83.0% | 24,275,880 | $1.4B |
| Royal Bank of Canada | 0.31% | Add +4.7% | 22,281,908 | $1.3B |
| UBS Group AG | 0.39% | Reduce -0.2% | 21,966,508 | $1.3B |
| BlackRock Inc. | 0.03% | Add +5.0% | 20,982,084 | $1.2B |
| Northern Trust Corp. | 0.19% | Add +5.3% | 19,625,769 | $1.1B |
| Raymond James & Associates | 0.73% | Add +1.2% | 18,872,281 | $1.1B |
| PNC Financial Services Group, Inc. | 0.64% | Add +2.5% | 16,354,902 | $957.1M |
| Goldman Sachs Group Inc. | 0.15% | Reduce -1.9% | 12,754,983 | $746.4M |
| Mariner, LLC | 1.36% | Add +2.3% | 11,949,940 | $699.3M |
| First Command Advisory Services, Inc. | 6.59% | Add +0.0% | 10,847,859 | $634.9M |
| Acorns Advisers, LLC | 6.43% | Add +4.2% | 10,257,749 | $600.3M |
| Balyasny Asset Management L.P. | 1.56% | Add +20.1% | 10,100,022 | $591.1M |
| Ameriprise Financial Inc. | 0.15% | Reduce -8.8% | 9,470,975 | $554.2M |
| Keybank National Association | 2.18% | Reduce -0.2% | 9,085,958 | $531.7M |
| Financial Engines Advisors L.L.C. | 1.15% | Reduce -1.5% | 8,863,344 | $518.7M |
| Truist Financial Corp. | 0.69% | Reduce -4.2% | 7,707,581 | $451.0M |
| Millburn Ridgefield LLC | 12.03% | Add +5.4% | 7,704,512 | $450.9M |
| Catalyst Capital Advisors LLC | 10.41% | Add +5.4% | 7,704,512 | $450.9M |
| Regions Financial Corp. | 3.27% | Reduce -1.2% | 7,353,116 | $430.3M |
| Raymond James Financial Services Advisors, Inc. | 0.59% | Reduce -3.7% | 7,135,819 | $417.6M |
| Pathstone Holdings, LLC | 1.87% | Reduce -0.9% | 7,056,983 | $413.0M |
| Wealthspire Advisors, LLC | 5.16% | Add +1.9% | 6,882,299 | $402.8M |
| HighTower Advisors, LLC | 0.62% | Add +0.7% | 6,875,665 | $402.4M |
| Commonwealth Equity Services, LLC | 0.59% | Add +3.1% | 6,419,146 | $375.6M |
| AlTi Global, Inc. | 10.05% | Add +5.4% | 6,394,994 | $374.2M |
| Bank of Montreal | 0.11% | Add +0.8% | 6,026,181 | $353.9M |
| Alesco Advisors, LLC, An ESL Co | 10.13% | Reduce -0.1% | 5,285,049 | $309.3M |
| Creative Planning | 0.32% | Reduce -0.9% | 5,102,022 | $298.6M |
| Fifth Third Bancorp | 1.13% | Reduce -4.7% | 5,088,984 | $297.8M |
| Northwestern Mutual Investment Management Company, LLC | 7.43% | Add +9.2% | 4,905,096 | $287.0M |
| US Bancorp \de | 0.38% | Add +4.5% | 4,746,193 | $277.7M |
| Circle Wealth Management, LLC | 5.82% | No change | 4,302,213 | $251.8M |
| Bridges Investment Management Inc. | 3.58% | Add +60.4% | 4,024,389 | $235.5M |
| MAI Capital Management | 2.24% | Add +6.8% | 3,879,708 | $227.0M |
| Franklin Resources Inc. | 0.06% | Reduce -2.6% | 3,278,780 | $191.9M |
| Stifel Financial Corp. | 0.21% | Add +1.2% | 3,241,684 | $189.7M |
| Cerity Partners LLC | 0.51% | Add +1.4% | 3,218,314 | $188.3M |
| Baird Financial Group, Inc. | 0.38% | Reduce -1.2% | 3,144,447 | $184.0M |
| Flputnam Investment Management Co. | 3.34% | Reduce -1.4% | 3,041,598 | $178.0M |
| Citizens Financial Group Inc. | 3.84% | Add +4.7% | 2,955,375 | $172.9M |
| Comerica Bank | 0.70% | Add +2.6% | 2,881,681 | $168.6M |
| Davis R M Inc. | 3.38% | Add +4.2% | 2,845,510 | $166.5M |
| Cresset Asset Management, LLC | 0.69% | Add +7.8% | 2,780,981 | $162.7M |
| Cetera Investment Advisers | 0.36% | Add +3.1% | 2,691,981 | $157.5M |
| MML Investors Services, LLC | 0.63% | Add +1.4% | 2,647,308 | $154.9M |
| First Financial Bankshares Inc | 3.55% | Add +1.5% | 2,642,925 | $154.7M |
| Members Trust Co | 4.55% | Reduce -21.1% | 2,562,323 | $149.9M |
| Jones Financial Companies LLLP | 0.17% | Add +17.1% | 2,555,818 | $149.6M |
| Haverford Trust Co | 1.54% | Reduce -2.8% | 2,505,469 | $146.6M |
| Focus Partners Wealth | 0.48% | Add +107.6% | 2,420,504 | $141.6M |
| UMB Bank, n.a. | 2.31% | Add +3.9% | 2,405,906 | $140.8M |
| Sandy Spring Bank | 6.17% | Add +0.7% | 2,389,797 | $139.9M |
| Greenleaf Trust | 1.32% | Add +0.3% | 2,379,035 | $139.2M |
| Mercer Global Advisors Inc. | 0.38% | Add +1.0% | 2,434,904 | $138.7M |
| Accredited Investors Inc. | 8.43% | Reduce -4.1% | 2,310,750 | $135.2M |
| Osaic Holdings, Inc. | 0.30% | Reduce -16.2% | 2,174,343 | $127.3M |
| Sand Hill Global Advisors, LLC | 5.75% | Add +0.7% | 2,164,888 | $126.7M |
| Corient Private Wealth LP | 0.22% | Add +3.8% | 2,119,152 | $124.0M |
| Alaska Permanent Capital Management, LLC | 10.40% | Reduce -5.5% | 2,079,352 | $121.7M |
| State of Michigan Retirement System | 0.61% | Add +4.2% | 2,036,610 | $119.2M |
| TD Asset Management Inc | 0.11% | Add +0.3% | 2,025,218 | $118.5M |
| Sigma Investment Counselors Inc. | 7.39% | Add +2.4% | 2,017,580 | $118.1M |
| Municipal Employees' Retirement System of Michigan | 1.63% | Reduce -31.9% | 2,005,370 | $117.4M |
| Connecticut Wealth Management, LLC | 5.60% | Add +2.9% | 1,855,319 | $108.6M |
| BLB&B Advisors, LLC | 5.90% | Add +8.0% | 1,840,161 | $107.7M |
| Ally Invest Advisors Inc. | 10.22% | Add +1.9% | 1,816,490 | $106.3M |
| Horizon Investments, LLC | 2.91% | Add +63.9% | 1,799,403 | $105.3M |
| Fiduciary Trust Co | 1.58% | Reduce -2.9% | 1,794,633 | $105.0M |
| Cahaba Wealth Management, Inc. | 9.16% | Add +2.2% | 1,774,165 | $103.8M |
| Rockefeller Capital Management L.P. | 0.29% | Reduce -8.4% | 1,758,889 | $103.0M |
| Whittier Trust Co. | 1.39% | Add +3.7% | 1,678,939 | $98.3M |
| HSBC Holdings PLC | 0.06% | Add +98.3% | 1,631,916 | $95.5M |
| Linscomb Wealth, Inc. | 4.83% | Reduce -1.3% | 1,596,053 | $93.4M |
| FIL Ltd | 0.09% | Reduce -36.9% | 1,583,635 | $92.7M |
| Badgley Phelps Wealth Managers, LLC | 2.29% | Add +0.5% | 1,580,455 | $92.5M |
| Bessemer Group Inc. | 0.16% | Add +4.0% | 1,580,095 | $92.5M |
| Acropolis Investment Management, LLC | 5.83% | Add +3.7% | 1,577,531 | $92.3M |
| Bokf, NA | 1.65% | Reduce -1.0% | 1,573,817 | $92.1M |
| Captrust Financial Advisors | 0.29% | Add +0.8% | 1,531,540 | $89.6M |
| Farmers & Merchants Investments Inc. | 2.94% | Add +1.6% | 1,504,791 | $88.1M |
| Steward Partners Investment Advisory, LLC | 0.91% | Add +3.5% | 1,476,805 | $86.4M |
| Wealth Enhancement Advisory Services, LLC | 0.20% | Add +94.0% | 1,469,516 | $86.0M |
| State Street Corp. | 0.00% | Reduce -0.9% | 1,458,958 | $85.4M |
| Legacy Wealth Management, LLC | 6.09% | Reduce -2.7% | 1,438,873 | $84.2M |
| Lutz Financial Services LLC | 7.32% | Add +0.6% | 1,435,060 | $84.0M |
| Kestra Advisory Services, LLC | 0.47% | Add +16.3% | 1,476,481 | $83.9M |
| M&T Bank Corp | 0.28% | Reduce -1.1% | 1,416,825 | $82.9M |
| First Interstate Bank | 5.48% | Add +0.1% | 1,410,992 | $82.6M |
| Valeo Financial Advisors, LLC | 2.52% | Add +2028.7% | 1,376,811 | $80.6M |
| BOK Financial Private Wealth, Inc. | 5.71% | Add +1.9% | 1,342,772 | $78.6M |
| Klingman & Associates, LLC | 5.18% | Add +2.7% | 1,308,107 | $76.6M |
| Full Sail Capital, LLC | 5.11% | Add +5.7% | 1,298,442 | $76.0M |
| Vicus Capital | 6.70% | Add +0.3% | 1,266,027 | $74.1M |
| Chandler Asset Management, Inc. | 14.96% | Reduce -0.5% | 1,261,343 | $73.8M |
| Tiaa Trust, National Association | 0.22% | Reduce -11.4% | 1,241,461 | $72.6M |
| Sage Financial Group Inc. | 6.26% | Add +7.3% | 1,235,505 | $72.3M |
| Lee Financial Co | 11.65% | Add +0.8% | 1,219,110 | $71.3M |
| Leonard Rickey Investment Advisors P.L.L.C. | 16.75% | Add +1.6% | 1,194,196 | $69.9M |
| Planning Alternatives Ltd. | 11.11% | Add +0.9% | 1,172,528 | $68.6M |
| Arkansas Financial Group, Inc. | 11.99% | Reduce -2.9% | 1,151,025 | $67.4M |
| Goelzer Investment Management, Inc. | 3.72% | Add +0.1% | 1,137,122 | $66.5M |
| Tarbox Family Office, Inc. | 11.64% | Reduce -0.6% | 1,127,641 | $66.0M |
| RMR Wealth Builders | 7.46% | Add +4.8% | 1,110,572 | $65.0M |
| DT Investment Partners, LLC | 5.75% | Add +36.1% | 1,109,367 | $64.9M |
| Cambridge Investment Research Advisors, Inc. | 0.24% | Reduce -0.0% | 1,108,241 | $64.9M |
| Phillips Financial Management, LLC | 5.32% | Reduce -4.7% | 1,101,264 | $64.4M |
| Voya Investment Management LLC | 0.07% | Add +61.0% | 1,098,718 | $64.3M |
| RKL Wealth Management LLC | 6.14% | Add +4.4% | 1,088,960 | $63.7M |
| LVZ, Inc. | 8.56% | Reduce -2.8% | 1,073,213 | $62.8M |
| Moneta Group Investment Advisors LLC | 1.00% | Reduce -0.1% | 1,068,017 | $62.5M |
| Stratos Wealth Partners, LTD. | 1.00% | Reduce -1.9% | 1,059,647 | $62.0M |
| Thrivent Financial for Lutherans | 0.12% | Add +8.3% | 1,053,607 | $61.7M |
| Equitable Holdings, Inc. | 0.65% | Add +3.9% | 1,051,604 | $61.5M |
| Bank of Nova Scotia | 0.12% | Reduce -0.0% | 1,043,500 | $61.1M |
| Cape Cod Five Cents Savings Bank | 5.86% | Reduce -4.0% | 1,034,898 | $60.6M |
| &partners | 2.60% | Add +124.9% | 1,009,081 | $59.4M |
| Avidian Wealth Enterprises, LLC | 2.84% | Add +6.4% | 1,006,706 | $58.9M |
| Destination Wealth Management | 1.92% | Reduce -1.2% | 994,770 | $58.2M |
| Capital Analysts, LLC | 2.57% | Add +1.4% | 993,482 | $58.1M |
| MCF Advisors LLC | 4.39% | Add +1.0% | 990,771 | $58.0M |
| American Trust | 4.73% | Reduce -0.1% | 986,081 | $57.7M |
| MassMutual Private Wealth & Trust, FSB | 1.75% | Reduce -8.2% | 986,024 | $57.7M |
| Whittier Trust Co. of Nevada Inc. | 1.58% | Add +0.1% | 973,660 | $57.0M |
| First Horizon Advisors, Inc. | 1.73% | Reduce -1.2% | 972,042 | $56.9M |
| MainStreet Investment Advisors LLC | 6.90% | Add +310.5% | 963,629 | $56.4M |
| Valmark Advisers, Inc. | 0.96% | Reduce -2.4% | 960,066 | $56.2M |
| Chicago Partners Investment Group LLC | 2.17% | Add +1.1% | 911,009 | $56.1M |
| Private Advisor Group, LLC | 0.37% | Add +5.3% | 954,263 | $55.8M |
| Wintrust Investments LLC | 4.54% | Add +4.3% | 952,975 | $55.8M |
| Bangor Savings Bank | 5.51% | Add +0.5% | 940,353 | $55.0M |
| Clearstead Advisors, LLC | 0.94% | Add +17.7% | 938,811 | $54.9M |
| Alaska Wealth Advisors, LLC | 8.46% | Reduce -4.0% | 931,573 | $54.5M |
| Cwm, LLC | 0.25% | Add +5.2% | 920,855 | $53.9M |
| Arrow Financial Corp | 5.09% | Reduce -4.7% | 891,793 | $52.2M |
| Ballentine Partners, LLC | 0.96% | Reduce -2.4% | 888,149 | $52.0M |
| First Hawaiian Bank | 1.72% | Reduce -34.2% | 871,440 | $51.0M |
| PDS Planning, Inc | 5.07% | Add +2.8% | 859,146 | $50.3M |
| Pine Ridge Advisers LLC | 5.33% | Add +4.7% | 855,025 | $50.0M |
| Modera Wealth Management, LLC | 0.73% | Reduce -2.0% | 848,860 | $49.7M |
| West Paces Advisors Inc. | 12.44% | Add +0.3% | 815,130 | $47.7M |
| HBC Financial Services, PLLC | 30.24% | Reduce -1.1% | 774,266 | $47.5M |
| CKW Financial Group | 5.99% | Add +0.3% | 809,312 | $46.9M |
| Alliancebernstein L.P. | 0.02% | Add +67.0% | 793,144 | $46.4M |
| Manufacturers Life Insurance Company, The | 0.04% | Add +2.9% | 788,835 | $46.2M |
| Sax Wealth Advisors, LLC | 4.35% | Add +2.6% | 780,763 | $45.7M |
| Integrated Wealth Concepts LLC | 0.62% | Reduce -0.1% | 774,996 | $45.4M |
| JNBA Financial Advisors | 4.70% | Reduce -3.0% | 760,840 | $44.5M |
| First Business Financial Services, Inc. | 4.71% | Reduce -0.5% | 759,502 | $44.4M |
| Bank of Stockton | 13.87% | Reduce -0.1% | 747,899 | $43.8M |
| Journey Advisory Group, LLC | 5.23% | Add +1.2% | 747,069 | $43.7M |
| Evermay Wealth Management LLC | 6.89% | Reduce -0.6% | 734,303 | $43.0M |
| MBL Wealth, LLC | 4.81% | Add +4.6% | 733,835 | $42.9M |
| Axxcess Wealth Management, LLC | 1.16% | Reduce -1.0% | 725,391 | $42.4M |
| Grove Bank & Trust | 6.80% | Add +4.1% | 723,380 | $42.3M |
| Quadrant Capital Group LLC | 3.13% | Add +2.1% | 721,224 | $42.2M |
| Truefg, LLC | 15.21% | Add +1.3% | 719,465 | $42.1M |
| Fiera Capital Corp | 0.13% | Reduce -0.2% | 710,440 | $41.6M |
| Crewe Advisors LLC | 4.66% | Add +6.0% | 709,959 | $41.5M |
| Magnus Financial Group LLC | 4.61% | Add +1.2% | 699,179 | $40.9M |
| Citigroup Inc. | 0.04% | Add +42.4% | 697,089 | $40.8M |
| Voya Financial Advisors, Inc. | 4.60% | Reduce -8.5% | 696,492 | $40.7M |
| Forvis Mazars Wealth Advisors, LLC | 1.01% | Reduce -5.3% | 688,944 | $40.3M |
| Ameritas Advisory Services, LLC | 1.50% | Add +3.1% | 681,606 | $39.9M |
| Retirement Income Solutions, Inc. | 9.52% | Reduce -4.0% | 673,397 | $39.4M |
| JFS Wealth Advisors, LLC | 3.10% | Reduce -0.5% | 671,005 | $39.3M |
| Chesley Taft & Associates LLC | 1.94% | Add +1.2% | 662,278 | $38.8M |
| Atria Wealth Solutions, Inc. | 0.43% | Add +5.7% | 661,441 | $38.7M |
| Fifth Third Wealth Advisors LLC | 2.93% | Add +41.8% | 661,237 | $38.7M |
| Waverly Advisors, LLC | 0.76% | Add +37.3% | 658,919 | $38.6M |
| Portland Global Advisors LLC | 5.20% | Add +2.6% | 654,982 | $38.3M |
| Capital Asset Advisory Services LLC | 2.06% | Add +7.1% | 658,392 | $38.0M |
| Allworth Financial LP | 0.24% | Reduce -3.5% | 618,472 | $37.3M |
| Nadler Financial Group, Inc. | 4.38% | Add +2.7% | 636,553 | $37.3M |
| Resonant Capital Advisors, LLC | 2.99% | Add +7.9% | 630,243 | $36.9M |
| Lazard Asset Management LLC | 0.05% | Reduce -4.8% | 628,144 | $36.8M |
| Fulton Breakefield Broenniman LLC | 2.69% | Add +0.4% | 623,440 | $36.5M |
| Harbor Group, Inc. | 9.31% | Reduce -3.8% | 621,510 | $36.4M |
| Prio Wealth Limited Partnership | 1.08% | Add +0.8% | 620,786 | $36.3M |
| ESL Trust Services, LLC | 8.72% | Add +6.0% | 611,716 | $35.8M |
| Johnson Investment Counsel Inc. | 0.37% | Add +1.2% | 606,558 | $35.5M |
| FineMark National Bank & Trust | 1.29% | Reduce -0.7% | 599,270 | $35.1M |
| New England Professional Planning Group Inc. | 18.39% | Add +1.5% | 598,385 | $35.0M |
| Summit Financial Strategies, Inc. | 4.30% | Reduce -1.5% | 590,716 | $34.6M |
| CFS Investment Advisory Services, LLC | 2.80% | New | 590,004 | $34.6M |
| Graypoint LLC | 2.37% | Reduce -3.3% | 584,202 | $34.2M |
| Choreo, LLC | 0.56% | Add +34.4% | 571,710 | $33.1M |
| Lowe Brockenbrough & Co. Inc. | 2.19% | Add +0.5% | 563,038 | $32.9M |
| Intrust Bank NA | 3.50% | Add +20.7% | 562,319 | $32.9M |
| Envestnet Portfolio Solutions, Inc. | 0.11% | Reduce -9.8% | 562,075 | $32.9M |
| Integrated Advisors Network LLC | 1.70% | Reduce -5.6% | 561,723 | $32.9M |
| Avantax Advisory Services, Inc. | 0.23% | Add +5.7% | 557,512 | $32.6M |
| Hancock Whitney Corp. | 1.10% | Add +0.2% | 555,275 | $32.5M |
| CJM Wealth Advisers, Ltd. | 11.88% | Add +0.1% | 557,165 | $32.3M |
| Beaumont Financial Advisors, LLC | 2.57% | Reduce -0.9% | 549,530 | $32.2M |
| Wealthquest Corp | 3.41% | Add +5.2% | 546,870 | $32.0M |
| Boston Financial Mangement LLC | 1.01% | Reduce -0.5% | 542,072 | $31.7M |
| Hudock, Inc. | 5.86% | Add +2.7% | 537,389 | $31.4M |
| Capital Investment Advisors, LLC | 0.71% | Reduce -2.1% | 535,207 | $31.3M |
| Oppenheimer & Co. Inc. | 0.50% | Add +4.8% | 534,449 | $31.3M |
| NewSquare Capital LLC | 2.67% | Add +5.0% | 530,680 | $31.1M |
| CIBC Private Wealth Group LLC | 0.06% | Reduce -0.6% | 531,914 | $30.9M |
| Old Second National Bank of Aurora | 7.83% | Add +3.8% | 521,864 | $30.5M |
| Graves Light Lenhart Wealth, Inc. | 3.46% | Add +1.9% | 522,007 | $30.3M |
| United Capital Financial Advisors, LLC | 0.26% | Reduce -4.4% | 513,101 | $30.0M |
| Diversified Trust Co. | 0.84% | Reduce -0.1% | 509,565 | $29.8M |
| Ensign Peak Advisors, Inc | 0.05% | Reduce -36.9% | 507,264 | $29.7M |
| Zions Bancorporation, N.A. | 2.36% | Reduce -8.6% | 504,273 | $29.5M |
| Edge Capital Group, LLC | 1.39% | Reduce -2.5% | 491,326 | $28.8M |
| Bristlecone Advisors, LLC | 2.44% | Add +0.5% | 489,160 | $28.6M |
| Spire Wealth Management | 1.01% | Reduce -4.2% | 490,050 | $28.5M |
| Urban Financial Advisory Corp | 17.34% | Reduce -1.5% | 485,889 | $28.4M |
| Nottingham Advisors, Inc. | 3.33% | Reduce -0.7% | 480,514 | $28.1M |
| Dynamic Advisor Solutions LLC | 0.88% | Add +19.8% | 475,632 | $27.8M |
| Shoker Investment Counsel, Inc. | 9.80% | Reduce -3.6% | 474,750 | $27.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -47.1% | 474,436 | $27.8M |
| Wealth Advisory Solutions, LLC | 7.52% | Reduce -0.1% | 474,325 | $27.8M |
| Perigon Wealth Management, LLC | 0.80% | Add +0.2% | 470,139 | $27.5M |
| D.A. Davidson & Co. | 0.24% | Reduce -2.6% | 468,971 | $27.4M |
| Mesirow Financial Investment Management, Inc. | 0.61% | Add +0.8% | 466,358 | $27.3M |
| Blair William & Co. | 0.08% | Add +7.5% | 465,075 | $27.2M |
| Human Investing LLC | 5.26% | Add +3.1% | 462,715 | $27.1M |
| YHB Investment Advisors, Inc. | 2.30% | Reduce -0.8% | 455,974 | $26.7M |
| NorthCoast Asset Management LLC | 0.22% | Add +139.8% | 447,872 | $26.2M |
| Raymond James Trust N.A. | 0.61% | Add +4.9% | 446,326 | $26.1M |
| Ritter Daniher Financial Advisory LLC / DE | 8.32% | Reduce -0.5% | 446,071 | $26.1M |
| Salomon & Ludwin, LLC | 2.90% | Reduce -20.1% | 444,021 | $26.0M |
| TRUE Private Wealth Advisors | 2.93% | Add +0.1% | 442,023 | $25.9M |
| Bar Harbor Wealth Management | 1.72% | Reduce -1.6% | 441,968 | $25.9M |
| Savant Capital, LLC | 0.26% | Add +4.2% | 441,192 | $25.8M |
| Callan Family Office, LLC | 4.95% | Add +0.3% | 440,539 | $25.8M |
| Sigma Planning Corp | 0.81% | Add +2.7% | 437,096 | $25.6M |
| Alps Advisors Inc. | 0.17% | Reduce -42.2% | 434,870 | $25.4M |
| Citadel Advisors | 0.03% | Reduce -2.5% | 434,545 | $25.4M |
| Beacon Pointe Advisors, LLC | 0.30% | Reduce -4.3% | 433,429 | $25.4M |
| Concurrent Investment Advisors, LLC | 0.84% | Add +3.2% | 432,577 | $25.3M |
| Capital Advisors Inc. | 0.52% | Reduce -2.4% | 431,594 | $25.3M |
| Natixis Advisors, LLC | 0.05% | Add +18.9% | 430,748 | $25.2M |
| Randolph Co Inc | 3.06% | Add +0.0% | 427,010 | $25.0M |
| Nations Financial Group Inc, /Ia/ | 2.04% | Reduce -0.4% | 426,800 | $25.0M |
| Macquarie Group Ltd. | 0.03% | Reduce -16.3% | 423,496 | $24.8M |
| Certuity, LLC | 1.94% | Add +1.4% | 414,984 | $24.3M |
| Advisory Services Network, LLC | 0.50% | Add +25.6% | 413,451 | $24.2M |
| Vantage Financial Partners, LLC | 6.23% | Add +3.0% | 409,922 | $24.0M |
| Arcataur Capital Management LLC | 8.50% | Reduce -0.6% | 407,279 | $23.8M |
| Brand Asset Management Group, Inc. | 10.01% | Add +0.8% | 404,847 | $23.7M |
| TD Private Client Wealth LLC | 0.75% | Reduce -2.8% | 404,759 | $23.7M |
| Kanawha Capital Management LLC | 1.84% | Reduce -1.4% | 401,301 | $23.5M |
| Verde Capital Management | 7.38% | Add +4.4% | 397,269 | $23.2M |
| Investments & Financial Planning, LLC | 15.59% | Add +2.0% | 396,908 | $23.2M |
| Global Retirement Partners, LLC | 0.72% | Add +9.8% | 394,878 | $23.1M |
| Ashton Thomas Private Wealth, LLC | 1.28% | Add +0.4% | 394,447 | $23.1M |
| NewEdge Advisors, LLC | 0.17% | Add +12.8% | 393,092 | $23.0M |
| Fairhaven Wealth Management, LLC | 7.59% | Add +2.8% | 391,357 | $22.9M |
| LGL Partners, LLC | 3.34% | Reduce -2.2% | 390,361 | $22.8M |
| Coastline Trust Co | 2.64% | Reduce -0.2% | 385,860 | $22.6M |
| Bartlett & Co. Wealth Management LLC | 0.34% | Add +20.7% | 385,469 | $22.6M |
| Baron Silver Stevens Financial Advisors, LLC | 4.30% | Add +1.5% | 384,249 | $22.5M |
| Wilmington Savings Fund Society, FSB | 0.85% | Reduce -3.0% | 378,851 | $22.2M |
| OneDigital Investment Advisors LLC | 0.27% | Reduce -2.3% | 374,905 | $21.9M |
| Financial Counselors Inc. | 0.35% | Add +10.1% | 373,034 | $21.8M |
| jvl associates llc | 8.71% | Add +3.9% | 371,454 | $21.7M |
| Curi Capital, LLC | 0.52% | Reduce -2.3% | 371,106 | $21.7M |
| Twele Capital Management, Inc. | 4.90% | Reduce -0.3% | 369,367 | $21.6M |
| Catalyst Financial Partners LLC | 4.73% | Add +8.7% | 368,228 | $21.5M |
| Disciplina Capital Management LLC | 3.56% | Add +1346.1% | 39,261 | $21.5M |
| Argent Trust Co | 0.93% | Reduce -0.5% | 361,920 | $21.2M |
| Glenmede Trust Co. NA | 0.11% | Add +13.4% | 360,108 | $21.1M |
| King Wealth Management Group | 3.51% | Reduce -0.2% | 359,793 | $21.1M |
| Enterprise Bank & Trust Co | 7.12% | Reduce -23.7% | 356,006 | $20.8M |
| Horan Capital Advisors, LLC. | 7.31% | Reduce -0.9% | 355,672 | $20.8M |
| Financial Advocates Investment Management | 1.28% | Add +1.7% | 352,757 | $20.6M |
| West Financial Advisors, LLC | 4.28% | Add +0.9% | 351,933 | $20.6M |
| Trilogy Capital Inc. | 1.12% | Reduce -0.5% | 351,673 | $20.6M |
| Madison Asset Management, LLC | 0.25% | Reduce -7.0% | 345,097 | $20.2M |
| First National Trust Co | 0.83% | Add +0.1% | 344,020 | $20.1M |
| Altus Wealth Management, LLC | 9.65% | Add +0.1% | 343,266 | $20.1M |
| Sanctuary Advisors, LLC | 0.14% | — | 344,316 | $19.9M |
| Kestra Private Wealth Services, LLC | 0.40% | Reduce -2.2% | 339,075 | $19.8M |
| Bryant Woods Investment Advisors, LLC | 14.41% | Reduce -78.8% | 79,420 | $19.8M |
| Iowa State Bank | 4.37% | Add +1.3% | 337,846 | $19.8M |
| Brass Tax Wealth Management, Inc. | 3.87% | Add +2712.8% | 337,541 | $19.8M |
| Barclays PLC | 0.01% | Add +8184.0% | 336,743 | $19.7M |
| Mason Street Advisors, LLC | 2.64% | No change | 335,500 | $19.6M |
| Glenview Trust Co | 0.39% | Add +6.0% | 334,775 | $19.6M |
| Coldstream Capital Management Inc. | 0.48% | Add +3.6% | 334,435 | $19.6M |
| Bailard, Inc. | 0.54% | Add +0.3% | 333,129 | $19.5M |
| Peninsula Asset Management Inc. | 10.70% | Reduce -0.3% | 332,515 | $19.5M |
| Conning Inc. | 0.72% | No change | 330,740 | $19.4M |
| Pinnacle Financial Partners Inc | 0.41% | Reduce -2.6% | 326,893 | $19.2M |
| Tompkins Financial Corp. | 1.98% | Add +5.7% | 323,095 | $18.9M |
| Johnson Financial Group, Inc. | 0.92% | Reduce -29.6% | 322,735 | $18.9M |
| DHJJ Financial Advisors, Ltd. | 7.90% | Reduce -0.1% | 319,745 | $18.7M |
| Per Stirling Capital Management, LLC. | 3.01% | Reduce -1.6% | 319,090 | $18.7M |
| Pinnacle Associates Ltd. | 0.29% | Add +0.3% | 314,948 | $18.4M |
| Drake & Associates, LLC | 6.59% | Add +2.1% | 314,424 | $18.4M |
| Courier Capital LLC | 1.46% | Add +1.1% | 314,003 | $18.4M |
| Soltis Investment Advisors LLC | 1.93% | Reduce -0.7% | 312,112 | $18.3M |
| Orin Green Financial, LLC | 8.35% | New | 309,858 | $18.1M |
| One Day In July LLC | 2.26% | Reduce -23.8% | 309,180 | $18.1M |
| Allspring Global Investments Holdings, LLC | 0.03% | Add +3.8% | 306,803 | $18.0M |
| Horan Securities, Inc. | 7.74% | Add +8.0% | 305,816 | $17.9M |
| Arkos Global Advisors | 2.87% | Add +22.6% | 303,615 | $17.8M |
| Petix & Botte Co | 4.99% | Add +10.7% | 301,223 | $17.6M |
| Simmons Bank | 1.33% | Reduce -1.5% | 300,557 | $17.6M |
| Greenwood Gearhart LLC | 1.66% | Add +2.2% | 300,096 | $17.6M |
| Valley Forge Investment Consultants Inc. Adv | 6.63% | Add +2.3% | 299,381 | $17.5M |
| Journey Strategic Wealth LLC | 0.74% | Reduce -0.6% | 298,504 | $17.5M |
| Whitcomb & Hess, Inc. | 5.44% | Add +2.6% | 298,388 | $17.5M |
| Lynch & Associates | 3.93% | Add +2.1% | 297,784 | $17.4M |
| SVB Wealth LLC | 0.43% | Reduce -35.2% | 297,552 | $17.4M |
| Principal Financial Group Inc. | 0.01% | Add +4.9% | 293,678 | $17.2M |
| GenWealth Group, Inc. | 4.19% | Add +1.3% | 291,039 | $17.0M |
| AAF Wealth Management, LLC | 8.79% | Add +8.2% | 289,898 | $17.0M |
| Cim Investment Management Inc. | 5.23% | Reduce -1.6% | 289,870 | $17.0M |
| Acima Private Wealth, LLC | 6.23% | Add +8.2% | 289,534 | $16.9M |
| JSF Financial, LLC | 5.19% | Reduce -12.0% | 289,374 | $16.9M |
| Leavell Investment Management, Inc. | 0.93% | Reduce -0.3% | 287,670 | $16.8M |
| Marietta Wealth Management, LLC | 2.61% | Reduce -1.8% | 286,519 | $16.8M |
| New York Life Investment Management LLC | 0.17% | Add +257.1% | 286,342 | $16.8M |
| Smithfield Trust Co | 0.87% | Add +0.6% | 284,368 | $16.6M |
| Ironwood Financial, llc | 3.73% | Add +3.1% | 284,287 | $16.6M |
| London Co. of Virginia | 0.09% | Add +163.3% | 284,253 | $16.6M |
| Elo Mutual Pension Insurance Co | 0.39% | Reduce -62.0% | 283,293 | $16.6M |
| Proathlete Wealth Management LLC | 7.81% | Add +5.1% | 282,047 | $16.5M |
| Atlantic Edge Private Wealth Management, LLC | 5.47% | Add +5.7% | 279,788 | $16.4M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.69% | Add +0.7% | 279,666 | $16.4M |
| Wealthspire Retirement, LLC | 1.37% | Reduce -2.1% | 278,698 | $16.3M |
| Cambridge Advisors Inc. | 3.77% | Reduce -2.5% | 277,583 | $16.2M |
| EP Wealth Advisors, LLC | 0.17% | Reduce -2.2% | 273,379 | $16.0M |
| Atlanta Consulting Group Advisors, LLC | 3.43% | Add +119.6% | 272,125 | $15.9M |
| Crescent Grove Advisors, LLC | 1.73% | Add +4.0% | 270,074 | $15.8M |
| PACK Private Wealth, LLC | 9.78% | Add +2.2% | 268,998 | $15.7M |
| Cape Ann Savings Bank | 9.73% | Reduce -1.9% | 268,148 | $15.7M |
| Towercrest Capital Management | 2.58% | Add +0.5% | 267,638 | $15.7M |
| Divergent Wealth Advisors | 2.98% | Reduce -2.5% | 263,549 | $15.4M |
| Centerpoint Advisors, LLC | 5.51% | Add +2.2% | 261,292 | $15.3M |
| McKinley Carter Wealth Services, Inc. | 0.97% | Add +2.4% | 261,148 | $15.3M |
| Norris Perne & French LLP | 1.11% | Add +1.8% | 260,298 | $15.2M |
| Lodestar Private Asset Management LLC | 2.09% | Add +0.5% | 259,983 | $15.2M |
| Mutual of America Capital Management LLC | 0.17% | Add +22.4% | 259,005 | $15.2M |
| Financial Management Network Inc. | 3.63% | Add +0.1% | 261,422 | $15.1M |
| First Nebraska Trust Co | 1.56% | Add +0.1% | 258,382 | $15.1M |
| Independent Financial Group, LLC | 0.61% | Add +2.5% | 258,285 | $15.1M |
| Harbour Trust & Investment Management Co | 1.79% | Add +9.1% | 256,888 | $15.0M |
| Ameritas Investment Partners, Inc. | 0.51% | Add +0.7% | 255,975 | $15.0M |
| Marino, Stram & Associates LLC | 3.65% | Add +0.8% | 255,326 | $14.9M |
| Sequoia Financial Advisors, LLC | 0.18% | Add +0.0% | 254,359 | $14.9M |
| Avondale Wealth Management | 10.15% | Reduce -1.4% | 253,823 | $14.9M |
| Freedom Investment Management, Inc. | 1.21% | Add +11.4% | 253,375 | $14.8M |
| Symphony Financial, Ltd. Co. | 2.70% | Add +19.2% | 253,998 | $14.8M |
| 1ST Source Bank | 0.86% | Reduce -0.9% | 252,767 | $14.8M |
| Founders Financial Securities LLC | 1.39% | Add +25.3% | 251,497 | $14.7M |
| Core Wealth Advisors, Inc. | 5.00% | Add +1.3% | 249,467 | $14.6M |
| Tower Wealth Partners, Inc. | 8.98% | Reduce -1.3% | 248,596 | $14.5M |
| Burns J W & Co. Inc. | 1.96% | Add +9.1% | 247,576 | $14.5M |
| Wealthcare Advisory Partners LLC | 0.45% | Reduce -12.6% | 245,427 | $14.4M |
| Asset Management Group, Inc. | 2.17% | Reduce -0.0% | 244,280 | $14.3M |
| Montag A & Associates Inc. | 0.72% | Reduce -1.8% | 244,246 | $14.3M |
| Kelman-Lazarov, Inc. | 2.66% | Add +2.1% | 243,954 | $14.3M |
| Trust Co. of Vermont | 0.77% | Add +1.2% | 243,748 | $14.3M |
| Texas Capital Bank Wealth Management Services Inc | 1.48% | Add +10.8% | 243,742 | $14.3M |
| Evernest Financial Advisors, LLC | 6.37% | Add +1.6% | 242,902 | $14.2M |
| FFT Wealth Management LLC | 1.26% | Reduce -16.1% | 242,785 | $14.2M |
| IFG Advisory, LLC | 0.91% | Add +15.5% | 241,491 | $14.1M |
| Mechanics Financial Corp | 7.26% | Reduce -1.6% | 241,443 | $14.1M |
| Platt Investment Counsel, LLC | 13.43% | Add +3.0% | 238,683 | $14.0M |
| Guidance Point Advisors, LLC | 4.54% | Add +10.1% | 237,781 | $13.9M |
| Aft, Forsyth & Sober, LLC | 4.67% | Add +0.1% | 232,950 | $13.6M |
| Advisors Capital Management, LLC | 0.24% | Add +82.7% | 232,879 | $13.6M |
| American Financial Advisors, LLC | 1.93% | Reduce -3.8% | 231,814 | $13.6M |
| Argent Advisors, Inc. | 5.35% | Reduce -1.1% | 229,963 | $13.5M |
| Winthrop Advisory Group LLC | 1.83% | Add +0.4% | 229,803 | $13.4M |
| AMG National Trust Bank | 0.36% | Add +21.3% | 228,543 | $13.4M |
| Hubbell Strickland Wealth Management, LLC | 6.70% | Add +0.0% | 228,294 | $13.4M |
| Burkett Financial Services, LLC | 6.84% | Add +0.2% | 227,659 | $13.3M |
| Beacon Financial Planning, Inc. | 9.02% | Reduce -2.4% | 226,995 | $13.3M |
| Park Avenue Securities LLC | 0.16% | Add +12.9% | 226,980 | $13.3M |
| Eley Financial Management, Inc | 5.59% | Add +0.1% | 225,476 | $13.2M |
| CX Institutional | 0.62% | Add +55.0% | 224,216 | $13.1M |
| Gladstone Institutional Advisory LLC | 0.68% | Add +3.7% | 223,963 | $13.1M |
| Windsor Capital Management, LLC | 4.04% | Add +0.9% | 222,856 | $13.0M |
| Clarity Wealth Advisors, LLC | 4.21% | Reduce -0.2% | 222,571 | $13.0M |
| Titleist Asset Management, LLC | 1.97% | Add +13.7% | 222,378 | $13.0M |
| Cantor Fitzgerald Investment Advisors L.P. | 1.00% | Reduce -1.4% | 222,108 | $13.0M |
| Pacific Center for Financial Services | 3.64% | Add +5.2% | 221,983 | $13.0M |
| Orion Porfolio Solutions, LLC | 0.14% | Reduce -1.1% | 221,849 | $13.0M |
| Orion Portfolio Solutions, LLC | 0.14% | Reduce -1.1% | 221,849 | $13.0M |
| Ancora Advisors LLC | 0.32% | Reduce -0.0% | 221,743 | $13.0M |
| First Western Trust Bank | 0.62% | Reduce -14.2% | 221,089 | $12.9M |
| Neumann Capital Management, LLC | 4.43% | Add +0.5% | 220,429 | $12.9M |
| Precedent Wealth Partners, LLC | 5.18% | Reduce -0.1% | 219,735 | $12.9M |
| Citizens & Northern Corp. | 3.98% | Add +7.8% | 217,375 | $12.7M |
| Robinswood Financial LLC | 5.12% | Add +2.7% | 216,271 | $12.7M |
| Smith, Moore & Co. | 1.30% | Add +1.5% | 215,863 | $12.6M |
| Centaurus Financial, Inc. | 0.84% | Add +8.2% | 214,924 | $12.6M |
| Ironwood Wealth Management, LLC. | 4.10% | Reduce -5.8% | 214,736 | $12.6M |
| Accretive Wealth Partners, LLC | 5.25% | Reduce -0.1% | 214,210 | $12.5M |
| Cibc World Market Inc. | 0.03% | Reduce -6.6% | 213,114 | $12.5M |
| FSM Wealth Advisors, LLC | 4.17% | Add +7.6% | 212,505 | $12.4M |
| Teamwork Financial Advisors, LLC | 1.83% | Add +3135.6% | 211,221 | $12.4M |
| Turtle Creek Wealth Advisors, LLC | 2.76% | Add +22.1% | 203,987 | $11.9M |
| Western Wealth Management, LLC | 0.88% | Reduce -2.2% | 203,822 | $11.9M |
| Instrumental Wealth, LLC | 12.28% | Add +6.6% | 196,700 | $11.9M |
| LTG Capital LLC | 10.75% | Reduce -4.2% | 202,817 | $11.9M |
| Colonial Trust Advisors | 1.13% | Add +0.4% | 201,878 | $11.8M |
| Simon Quick Advisors, LLC | 0.83% | Add +0.0% | 201,250 | $11.8M |
| Capital Investment Counsel, LLC | 2.30% | Add +8.6% | 200,285 | $11.7M |
| Forbes J M & Co. LLP | 1.20% | Add +1.1% | 199,765 | $11.7M |
| SWS Partners | 3.49% | Reduce -3.9% | 199,632 | $11.7M |
| Pittenger & Anderson Inc. | 0.48% | Add +2.3% | 199,337 | $11.7M |
| Galvin, Gaustad & Stein, LLC | 1.09% | Add +467.4% | 198,360 | $11.6M |
| Pegasus Partners Ltd. | 1.17% | Reduce -8.2% | 197,638 | $11.6M |
| Armor Investment Advisors, LLC | 5.25% | Add +10.9% | 194,614 | $11.4M |
| Camarda Financial Advisors, LLC | 4.47% | New | 194,377 | $11.4M |
| Affiance Financial, LLC | 2.96% | Reduce -0.8% | 193,896 | $11.3M |
| Consilio Wealth Advisors, LLC | 5.03% | Add +1268.9% | 191,647 | $11.2M |
| Hardy Reed LLC | 1.12% | No change | 190,902 | $11.2M |
| Riverpoint Wealth Management Holdings, LLC | 3.10% | Reduce -1.5% | 190,529 | $11.1M |
| Peninsula Wealth, LLC | 2.08% | Add +34.3% | 184,319 | $11.1M |
| Montecito Bank & Trust | 2.25% | Reduce -0.9% | 189,171 | $11.1M |
| Encompass Wealth Advisors, LLC | 2.94% | Add +1.0% | 188,378 | $11.0M |
| NTV Asset Management LLC | 1.58% | Reduce -0.6% | 188,269 | $11.0M |
| Arcus Capital Partners, LLC | 4.24% | Reduce -3.2% | 188,088 | $11.0M |
| Holland Advisory Services, Inc. | 13.58% | Add +2.7% | 187,795 | $11.0M |
| Traynor Capital Management, Inc. | 0.93% | Reduce -1.0% | 187,750 | $11.0M |
| GFS Advisors, LLC | 1.77% | Reduce -95.0% | 9,018 | $11.0M |
| Mayflower Financial Advisors, LLC | 1.80% | Reduce -2.2% | 186,902 | $10.9M |
| Guardian Wealth Advisors, LLC | 7.10% | Add +2.0% | 186,563 | $10.9M |
| Rwa Wealth Partners, LLC | 0.14% | Reduce -32.6% | 186,495 | $10.9M |
| River Street Advisors LLC | 6.76% | Add +2.4% | 186,027 | $10.9M |
| Madison Wealth Partners, Inc | 3.67% | Reduce -0.0% | 183,054 | $10.7M |
| Vision Capital Management, Inc. | 1.59% | Reduce -4.1% | 182,931 | $10.7M |
| First Bank & Trust | 2.17% | Add +5.2% | 182,192 | $10.7M |
| Riggs Asset Managment Co. Inc. | 3.15% | Reduce -0.7% | 180,333 | $10.6M |
| MTC Wealth Management LLC | 5.02% | Reduce -24.6% | 180,295 | $10.6M |
| Choate Investment Advisors | 0.28% | No change | 180,260 | $10.5M |
| Greenup Street Wealth Management LLC | 2.48% | Add +92.0% | 179,801 | $10.5M |
| Evercore Wealth Management, LLC | 0.17% | Reduce -3.8% | 179,468 | $10.5M |
| Community Bank, N.A. | 1.38% | Reduce -0.4% | 178,773 | $10.5M |
| Commerce Bank | 0.07% | Add +1.0% | 178,197 | $10.4M |
| First Citizens Bank & Trust Co. | 0.19% | Reduce -6.3% | 176,084 | $10.3M |
| NorthCrest Asset Manangement, LLC | 0.34% | Reduce -4.9% | 176,000 | $10.3M |
| Bremer Bank National Association | 2.01% | Add +10.6% | 175,654 | $10.3M |
| Independent Solutions Wealth Management, LLC | 2.36% | Add +0.8% | 175,566 | $10.3M |
| Highview Capital Management LLC | 4.26% | Add +8.2% | 175,319 | $10.3M |
| Sandbox Financial Partners, LLC | 3.93% | Add +5.4% | 175,082 | $10.2M |
| First Personal Financial Services | 2.31% | Reduce -0.5% | 174,785 | $10.2M |
| Atria Investments, Inc | 0.13% | Reduce -4.0% | 173,521 | $10.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.07% | Reduce -9.3% | 173,058 | $10.1M |
| Brown Advisory Inc. | 0.01% | Add +9.9% | 170,853 | $10.0M |
| Union Savings Bank | 5.24% | Reduce -1.3% | 170,594 | $10.0M |
| Pachira Investments Inc. | 8.77% | Reduce -1.1% | 169,002 | $9.9M |
| Heck Capital Advisors, LLC | 1.22% | Add +5.7% | 167,697 | $9.8M |
| Sterling Investment Counsel, LLC | 3.86% | Reduce -7.3% | 167,482 | $9.8M |
| Naples Global Advisors, LLC | 0.98% | Add +2.5% | 166,827 | $9.8M |
| WASHINGTON TRUST Co | 0.36% | Add +29.2% | 166,752 | $9.8M |
| Certified Advisory Corp | 1.21% | Add +1.8% | 165,064 | $9.7M |
| Physician Wealth Advisors, Inc. | 1.78% | Add +3.8% | 154,757 | $9.6M |
| RiverGlades Family Offices LLC | 7.45% | Add +0.1% | 163,843 | $9.6M |
| Matrix Private Capital Group LLC | 6.00% | Add +9.5% | 163,268 | $9.6M |
| Lindbrook Capital, LLC | 0.90% | Reduce -5.4% | 163,135 | $9.5M |
| Ellis Investment Partners, LLC | 2.01% | Add +2.7% | 162,373 | $9.5M |
| Omega Financial Group, LLC | 3.82% | Add +3.5% | 161,238 | $9.4M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.28% | Reduce -0.4% | 160,497 | $9.4M |
| Meridian Management Co. | 2.57% | Add +13.5% | 160,029 | $9.4M |
| Synovus Financial Corp. | 0.12% | Add +19.0% | 158,863 | $9.3M |
| St. Louis Trust Co | 1.42% | No change | 159,475 | $9.3M |
| TAP Consulting, LLC | 1.96% | Add +15.9% | 158,572 | $9.3M |
| Olympus Wealth Management, LLC | 2.90% | Add +147.4% | 158,442 | $9.3M |
| Crestmont Private Wealth LLC | 4.46% | Reduce -4.6% | 158,108 | $9.3M |
| Ramsay, Stattman, Vela & Price, Inc. | 1.74% | Add +0.8% | 157,283 | $9.2M |
| National Philanthropic Trust | 0.18% | Reduce -0.9% | 156,850 | $9.2M |
| Global Wealth Management Investment Advisory, Inc. | 2.13% | Reduce -8.8% | 156,156 | $9.1M |
| Peoples Bank | 4.74% | Reduce -1.9% | 155,988 | $9.1M |
| IronBridge Private Wealth, LLC | 3.41% | Reduce -1.1% | 155,336 | $9.1M |
| Country Club Bank | 0.63% | Add +12.9% | 155,639 | $9.1M |
| Telos Capital Management, Inc. | 1.00% | Add +0.5% | 154,223 | $9.0M |
| Associated Banc-Corp | 0.28% | Reduce -0.9% | 153,604 | $9.0M |
| Lido Advisors, LLC | 0.07% | Add +13.1% | 152,822 | $8.9M |
| Apollon Wealth Management, LLC | 0.27% | Reduce -1.4% | 152,685 | $8.9M |
| Trifecta Capital Advisors, LLC | 1.97% | Add +10.6% | 152,349 | $8.9M |
| DAVENPORT & Co LLC | 0.06% | Add +5.0% | 152,294 | $8.9M |
| Prime Capital Investment Advisors, LLC | 0.13% | Reduce -1.5% | 152,143 | $8.9M |
| Zacks Investment Management | 0.10% | Add +0.1% | 151,447 | $8.9M |
| Mission Creek Capital Partners, Inc. | 2.23% | Reduce -2.9% | 151,122 | $8.8M |
| Idaho Trust Co | 4.52% | Add +3740.7% | 151,056 | $8.8M |
| CW Advisors, LLC | 0.14% | Reduce -2.3% | 150,117 | $8.8M |
| Prudential Financial Inc. | 0.01% | Add +0.3% | 149,401 | $8.7M |
| Dorsey & Whitney Trust CO LLC | 0.60% | Add +0.3% | 149,339 | $8.7M |
| IFG Advisors, LLC | 2.07% | Add +12.5% | 149,296 | $8.7M |
| Parallel Advisors, LLC | 0.22% | Add +6.2% | 147,817 | $8.7M |
| Cullen/Frost Bankers, Inc. | 0.13% | Reduce -7.4% | 147,654 | $8.6M |
| Gimbal Financial | 6.33% | New | 143,814 | $8.6M |
| Better Money Decisions, LLC | 6.44% | Add +4.9% | 146,191 | $8.6M |
| New Hampshire Trust | 1.95% | Reduce -0.4% | 146,147 | $8.6M |
| AdvisorNet Financial, Inc | 0.78% | Add +4.3% | 146,146 | $8.6M |
| Vanguard Group Inc. | 0.00% | Add +2.7% | 145,536 | $8.5M |
| Great Valley Advisor Group, Inc. | 0.24% | Add +10.5% | 145,540 | $8.5M |
| Harbor Advisory Corp. | 2.92% | Add +0.3% | 144,483 | $8.5M |
| Little House Capital LLC | 2.64% | Add +0.1% | 144,281 | $8.4M |
| Proffitt & Goodson Inc. | 1.49% | Add +3.9% | 144,199 | $8.4M |
| J.W. Cole Advisors, Inc. | 0.40% | Add +2.0% | 143,984 | $8.4M |
| Wesbanco Bank Inc. | 0.31% | Add +16.8% | 142,635 | $8.3M |
| STAR Financial Bank | 6.42% | Reduce -10.7% | 142,340 | $8.3M |
| Colton Groome Financial Advisors, LLC | 3.28% | Add +6.6% | 142,322 | $8.3M |
| Cahill Financial Advisors Inc. | 1.14% | Add +0.7% | 142,201 | $8.3M |
| Carr Financial Group Corp | 2.64% | Reduce -4.6% | 142,027 | $8.3M |
| BlueChip Wealth Advisors LLC | 4.89% | Reduce -0.5% | 141,819 | $8.3M |
| Coyle Financial Counsel LLC | 2.96% | No change | 136,349 | $8.3M |
| Fort Washington Investment Advisors Inc. | 0.05% | Reduce -2.1% | 141,485 | $8.3M |
| Stratos Investment Management, LLC | 0.68% | Reduce -44.4% | 140,495 | $8.2M |
| Alpine Woods Capital Investors, LLC | 1.26% | New | 139,300 | $8.2M |
| Bordeaux Wealth Advisors LLC | 1.56% | Reduce -0.3% | 139,040 | $8.1M |
| Waldron Private Wealth LLC | 0.36% | Reduce -3.3% | 138,756 | $8.1M |
| Rossmore Private Capital | 1.06% | Reduce -9.1% | 138,126 | $8.1M |
| Hiley Hunt Wealth Management | 4.97% | Add +0.4% | 137,412 | $8.0M |
| Campion Asset Management | 6.30% | Add +4.4% | 136,970 | $8.0M |
| TruWealth Advisors, LLC | 0.53% | Reduce -0.2% | 136,670 | $8.0M |
| Brown Brothers Harriman & Co. | 0.06% | Add +8.5% | 136,112 | $8.0M |
| Baker Tilly Wealth Management, LLC | 3.24% | Reduce -1.6% | 135,541 | $7.9M |
| Burke & Herbert Bank & Trust Co. | 1.91% | Add +218.2% | 134,131 | $7.8M |
| Ullmann Wealth Partners Group, LLC | 1.11% | Reduce -1.1% | 133,162 | $7.8M |
| GHP Investment Advisors, Inc. | 0.39% | Reduce -0.7% | 132,061 | $7.7M |
| Eldridge Investment Advisors, Inc. | 1.95% | Reduce -6.3% | 132,066 | $7.7M |
| Triad Wealth Partners, LLC | 4.05% | Add +19.1% | 131,901 | $7.7M |
| Halpern Financial, Inc. | 2.12% | Add +2.5% | 131,776 | $7.7M |
| Asset Allocation Strategies LLC | 2.58% | Add +7.4% | 130,878 | $7.7M |
| MetLife Investment Management, LLC | 0.05% | Add +2.0% | 130,810 | $7.7M |
| Magnolia Capital Management Ltd. | 6.42% | Reduce -0.4% | 130,670 | $7.6M |
| Mascoma Wealth Management LLC | 2.02% | Add +0.0% | 130,024 | $7.6M |
| Richwood Investment Advisors, LLC | 6.61% | Add +0.4% | 128,898 | $7.5M |
| Advisory Alpha, LLC | 0.30% | Reduce -54.4% | 128,865 | $7.5M |
| Exchange Capital Management, Inc. | 1.23% | Reduce -12.7% | 128,628 | $7.5M |
| Kingsview Wealth Management, LLC | 0.18% | Reduce -11.4% | 128,550 | $7.5M |
| KOM Wealth Management Group, LLC | 7.00% | Add +10.9% | 128,015 | $7.5M |
| Stratos Wealth Advisors, LLC | 0.37% | Reduce -1.0% | 127,284 | $7.4M |
| Exencial Wealth Advisors, LLC | 0.28% | Reduce -4.1% | 127,116 | $7.4M |
| First National Bank of Hutchinson | 4.73% | Reduce -2.0% | 126,685 | $7.4M |
| Buckingham Strategic Wealth, LLC | 0.08% | Reduce -1.9% | 126,622 | $7.4M |
| GC Wealth Management RIA, LLC | 1.46% | Reduce -0.4% | 126,545 | $7.4M |
| IFP Advisors, Inc | 0.29% | Add +17.5% | 126,213 | $7.4M |
| Destiny Capital Corp | 5.03% | Add +2.9% | 125,803 | $7.4M |
| 626 Financial, LLC | 4.27% | Reduce -6.7% | 125,765 | $7.4M |
| Citizens National Bank Trust Department | 1.64% | Reduce -0.7% | 125,559 | $7.3M |
| Cahill Wealth Management, LLC | 4.38% | Reduce -0.7% | 125,485 | $7.3M |
| Fiduciary Group, LLC | 0.79% | Reduce -1.1% | 125,315 | $7.3M |
| Pettyjohn, Wood & White, Inc. | 1.42% | Add +0.5% | 124,977 | $7.3M |
| Avior Wealth Management, LLC | 0.31% | Reduce -6.5% | 124,515 | $7.3M |
| Rogco, LP | 2.97% | Reduce -0.7% | 124,422 | $7.3M |
| Fairway Wealth LLC | 4.29% | Add +38.9% | 124,280 | $7.3M |
| Client First Capital LLC | 4.35% | Add +10.2% | 123,498 | $7.2M |
| Tectonic Advisors LLC | 0.52% | No change | 123,485 | $7.2M |
| SWP Financial LLC | 4.76% | Add +199.2% | 123,025 | $7.2M |
| Relative Value Partners Group, LLC | 0.93% | Add +219.5% | 122,197 | $7.2M |
| Lake Street Private Wealth, LLC | 0.93% | Add +2.3% | 122,197 | $7.2M |
| Canal Capital Management, LLC | 1.22% | Reduce -0.7% | 122,010 | $7.1M |
| Wela Strategies, Inc. | 3.32% | Add +0.3% | 121,894 | $7.1M |
| RFP Financial Group LLC | 2.63% | Add +4.3% | 121,583 | $7.1M |
| Flagstar Securities, Inc. | 1.94% | Reduce -3.7% | 120,809 | $7.1M |
| Private Trust Co. NA | 0.76% | Reduce -6.5% | 120,743 | $7.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.15% | Reduce -1.7% | 120,568 | $7.1M |
| Crew Capital Management, Ltd | 5.63% | Add +18.7% | 119,828 | $7.0M |
| Bank of Hawaii | 0.32% | Reduce -1.8% | 119,145 | $7.0M |
| Harbour Investments, Inc. | 0.23% | Reduce -5.0% | 118,948 | $7.0M |
| GenTrust, LLC | 0.38% | Add +16.6% | 118,634 | $6.9M |
| Meridian Financial Advisors, LLC | 5.02% | Add +0.5% | 118,374 | $6.9M |
| Mather Group, Llc. | 0.09% | Add +420.2% | 113,882 | $6.9M |
| Atticus Wealth Management, LLC | 2.26% | Reduce -4.4% | 118,151 | $6.9M |
| SG Americas Securities, LLC | 0.04% | Reduce -27.0% | 118,139 | $6.9M |
| Ewa, LLC | 2.86% | Add +4.3% | 112,792 | $6.9M |
| SPC Financial, Inc. | 0.64% | Add +9.1% | 117,516 | $6.9M |
| HB Wealth Management, LLC | 0.08% | Add +1.0% | 117,163 | $6.9M |
| Chevy Chase Trust Holdings, LLC | 0.02% | Reduce -0.7% | 117,111 | $6.9M |
| Mgo One Seven LLC | 0.32% | Add +15.3% | 116,705 | $6.8M |
| Capital Investment Advisory Services, LLC | 0.70% | Reduce -5.8% | 116,484 | $6.8M |
| Topel & Distasi Wealth Management, LLC | 2.98% | Add +0.8% | 116,036 | $6.8M |
| Buckingham Capital Management, Inc. | 0.80% | Reduce -0.6% | 114,824 | $6.7M |
| Farther Finance Advisors, LLC | 0.33% | Add +7.0% | 115,670 | $6.7M |
| StrongBox Wealth, LLC | 3.16% | Add +42.7% | 114,530 | $6.7M |
| Afg Fiduciary Services Limited Partnership | 4.68% | Add +0.5% | 109,771 | $6.7M |
| Boltwood Capital Management | 2.09% | Reduce -3.1% | 114,257 | $6.7M |
| Alliance Wealth Advisors, LLC | 4.19% | Add +0.2% | 113,556 | $6.6M |
| Sterling Investment Advisors LLC | 4.05% | Reduce -8.8% | 113,339 | $6.6M |
| Peapack Gladstone Financial Corp. | 0.10% | Add +2.6% | 113,099 | $6.6M |
| IFS Advisors, LLC | 5.57% | Reduce -1.3% | 112,807 | $6.6M |
| Regal Investment Advisors LLC | 0.44% | Add +1.7% | 112,705 | $6.6M |
| Essex Financial Services, Inc. | 0.49% | Add +20.6% | 112,152 | $6.6M |
| Level Four Advisory Services, LLC | 0.30% | Add +530.8% | 112,419 | $6.6M |
| Novare Capital Management LLC | 0.59% | Reduce -15.7% | 112,216 | $6.6M |
| Penserra Capital Management LLC | 0.08% | Add +0.2% | 112,119 | $6.6M |
| Prospera Financial Services Inc | 0.18% | Reduce -3.5% | 111,468 | $6.5M |
| Pinnacle Bancorp, Inc. | 1.91% | Add +0.9% | 110,490 | $6.5M |
| Wescott Financial Advisory Group, LLC | 0.75% | Add +0.6% | 110,093 | $6.4M |
| American National Bank & Trust | 0.80% | Reduce -0.7% | 110,075 | $6.4M |
| PCA Investment Advisory Services Inc. | 3.37% | Reduce -6.0% | 109,929 | $6.4M |
| Birch Hill Investment Advisors LLC | 0.31% | Add +4.7% | 108,939 | $6.4M |
| Wealth Quarterback LLC | 3.61% | Reduce -5.8% | 108,690 | $6.4M |
| Triangle Securities Wealth Management | 1.79% | Add +3.2% | 108,023 | $6.3M |
| Legacy Trust | 1.57% | Reduce -0.2% | 107,555 | $6.3M |
| Belpointe Asset Management LLC | 0.44% | Add +12.4% | 107,475 | $6.3M |
| Sheets Smith Wealth Management | 0.75% | Reduce -0.9% | 107,254 | $6.3M |
| Trinity Financial Advisors LLC | 2.80% | Reduce -3.4% | 106,987 | $6.3M |
| Armbruster Capital Management, Inc. | 1.30% | Reduce -1.7% | 106,955 | $6.3M |
| Dupont Capital Management Corp. | 0.54% | Reduce -11.5% | 106,517 | $6.2M |
| POM Investment Strategies, LLC | 4.97% | New | 106,172 | $6.2M |
| Smith Shellnut Wilson LLC | 3.01% | Reduce -0.7% | 106,105 | $6.2M |
| ETF Store, Inc. | 6.40% | Reduce -47.2% | 106,038 | $6.2M |
| GYL Financial Synergies, LLC | 0.48% | Reduce -1.1% | 105,484 | $6.2M |
| Mutual Advisors, LLC | 0.19% | Add +9.2% | 100,556 | $6.2M |
| Pettinga Financial Advisors LLC | 1.54% | Add +1.9% | 105,042 | $6.1M |
| Financial Council, LLC | 3.43% | Add +5.5% | 104,795 | $6.1M |
| Cottage Street Advisors LLC | 3.61% | Reduce -1.8% | 104,659 | $6.1M |
| Rehmann Capital Advisory Group | 0.44% | Add +0.6% | 104,226 | $6.1M |
| Rhumbline Advisers | 0.01% | Reduce -37.3% | 103,977 | $6.1M |
| B. Riley Wealth Advisors, Inc. | 0.15% | Add +221.1% | 103,470 | $6.1M |
| Boyd Wealth Management, LLC | 3.33% | Reduce -18.1% | 103,219 | $6.0M |
| Jefferies Financial Group Inc. | 0.13% | Reduce -8.0% | 102,836 | $6.0M |
| Alpha Financial Partners LLC | 5.20% | Add +3.8% | 102,704 | $6.0M |
| Affinity Capital Advisors, LLC | 1.26% | Add +3.0% | 102,680 | $6.0M |
| SlateStone Wealth, LLC | 0.65% | Add +2.1% | 102,395 | $6.0M |
| Pennsylvania Capital Management Inc. | 2.30% | Add +1.7% | 101,476 | $5.9M |
| Caldwell Trust Co | 0.66% | Add +7.4% | 101,468 | $5.9M |
| Delta Wealth Advisors LLC | 5.80% | Add +2.2% | 101,226 | $5.9M |
| FRG Family Wealth Advisors LLC | 1.14% | Reduce -2.2% | 101,940 | $5.9M |
| Snowden Capital Advisors LLC | 0.18% | Reduce -2.0% | 99,734 | $5.8M |
| SOL Capital Management CO | 0.70% | Add +4.2% | 99,135 | $5.8M |
| Bigelow Investment Advisors, LLC | 2.76% | Add +4.7% | 98,779 | $5.8M |
| Councilor Wealth, LLC | 2.98% | Reduce -14.3% | 98,692 | $5.8M |
| Clarus Wealth Advisors | 3.03% | Add +5.9% | 97,691 | $5.7M |
| Pitcairn Co. | 0.35% | Reduce -19.2% | 97,355 | $5.7M |
| Creative Financial Designs Inc. | 0.51% | Add +9.0% | 97,354 | $5.7M |
| KFA Private Wealth Group, LLC | 2.93% | Reduce -36.5% | 96,758 | $5.7M |
| Lynx Investment Advisory | 4.19% | — | 96,700 | $5.7M |
| Richardson Capital Management LLC | 4.34% | Reduce -3.7% | 96,326 | $5.6M |
| Sowell Financial Services LLC | 0.27% | Add +7.2% | 95,713 | $5.6M |
| Rathbones Group PLC | 0.03% | Add +2.8% | 95,670 | $5.6M |
| Dentgroup LLC | 4.49% | New | 95,121 | $5.6M |
| Pure Financial Advisors, LLC | 0.15% | Reduce -1.3% | 94,777 | $5.5M |
| Parsons Capital Management Inc. | 0.38% | Reduce -0.8% | 94,560 | $5.5M |
| Alley Investment Management Company, LLC | 0.76% | Add +0.8% | 94,558 | $5.5M |
| Bellwether Advisors, LLC | 1.16% | Add +1.9% | 94,366 | $5.5M |
| Fifth Third Securities, Inc. | 0.51% | Add +1.1% | 94,195 | $5.5M |
| Global Trust Asset Management, LLC | 2.21% | Reduce -2.1% | 93,936 | $5.5M |
| Old Mission Investment Co LLC | 1.78% | Reduce -0.9% | 93,738 | $5.5M |
| American Century Companies Inc. | 0.00% | Add +18.1% | 93,400 | $5.5M |
| David J Yvars Group | 3.41% | Reduce -1.7% | 93,051 | $5.4M |
| Wrapmanager Inc. | 1.50% | Reduce -3.9% | 92,855 | $5.4M |
| Principal Securities, Inc. | 0.15% | Add +1.7% | 92,842 | $5.4M |
| Cranbrook Wealth Management, LLC | 1.33% | Reduce -0.5% | 92,485 | $5.4M |
| BayBridge Capital Group, LLC | 4.21% | Add +2.4% | 91,941 | $5.4M |
| Old National Bancorp | 0.13% | Reduce -1.6% | 91,584 | $5.4M |
| Bright Financial Advisors, Inc. | 3.77% | Reduce -39.2% | 91,318 | $5.3M |
| Bricktown Capital, LLC | 1.09% | No change | 91,250 | $5.3M |
| Centennial Bank | 2.61% | Add +0.8% | 91,094 | $5.3M |
| Dakota Wealth Management | 0.13% | Reduce -4.1% | 91,049 | $5.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Add +38.0% | 90,853 | $5.3M |
| KPP Advisory Services LLC | 1.41% | Add +10.5% | 90,783 | $5.3M |
| Schonfeld Strategic Advisors LLC | 0.04% | Add +85.5% | 90,750 | $5.3M |
| Syntax Research, Inc. | 4.19% | Reduce -0.8% | 90,600 | $5.3M |
| Fca Corp. | 1.69% | Reduce 0.0% | 90,456 | $5.3M |
| Pacific Financial Group Inc. | 3.75% | Reduce -3.1% | 90,380 | $5.3M |
| Twin Focus Capital Partners, LLC | 0.84% | Add +1.3% | 90,193 | $5.3M |
| VCI Wealth Management LLC | 2.60% | Add +42.1% | 90,029 | $5.3M |
| Cary Street Partners Investment Advisory LLC | 0.21% | Add +6.3% | 89,360 | $5.2M |
| Clear Investment Research, LLC | 6.81% | Add +5.0% | 89,293 | $5.2M |
| Midwest Professional Planners, LTD. | 1.73% | Add +1.8% | 88,591 | $5.2M |
| First Merchants Corp. | 0.21% | Add +0.7% | 88,093 | $5.2M |
| Transcendent Capital Group LLC | 2.96% | Reduce -1.5% | 87,825 | $5.1M |
| Middleton & Co. Inc. | 0.60% | Add +0.8% | 87,791 | $5.1M |
| Guardian Asset Advisors, LLC | 3.74% | Add +25.9% | 87,089 | $5.1M |
| Stephenson & Company, Inc. | 3.76% | Add +1.4% | 86,783 | $5.1M |
| Crestwood Advisors Group, LLC | 0.10% | Add +0.5% | 86,454 | $5.1M |
| RTD Financial Advisors, Inc. | 0.68% | Add +58.8% | 86,362 | $5.1M |
| CENTRAL TRUST Co | 0.12% | Reduce -18.8% | 86,312 | $5.1M |
| LBMC Investment Advisors, LLC | 0.44% | Reduce -19.1% | 86,271 | $5.0M |
| USAdvisors Wealth Management, LLC | 1.77% | Reduce -6.0% | 86,182 | $5.0M |
| Legacy Private Trust Co. | 0.36% | Reduce -0.7% | 86,029 | $5.0M |
| Arete Wealth Advisors, LLC | 0.41% | Add +1.5% | 85,644 | $5.0M |
| Rebalance, LLC | 0.40% | Add +0.5% | 85,449 | $5.0M |
| Flagship Private Wealth, LLC | 2.95% | Add +8.4% | 85,138 | $5.0M |
| Goldstein Advisors, LLC | 0.83% | Add +2.7% | 84,756 | $5.0M |
| Sound Stewardship, LLC | 3.00% | Add +1.0% | 84,326 | $4.9M |
| Muirfield Wealth Advisors LLC | 4.63% | Reduce -1.6% | 84,222 | $4.9M |
| BSW Wealth Partners | 0.81% | Reduce -50.6% | 84,179 | $4.9M |
| Sabal Trust CO | 0.29% | Add +5.5% | 83,855 | $4.9M |
| Arrowroot Family Office, LLC | 3.14% | Add +7.9% | 83,816 | $4.9M |
| CreativeOne Wealth, LLC | 0.25% | Reduce -6.2% | 83,645 | $4.9M |
| Cornerstone Wealth Management, LLC | 0.38% | Add +1.1% | 83,565 | $4.9M |
| Opes Wealth Management LLC | 1.02% | Reduce -5.2% | 83,533 | $4.9M |
| Grey Ledge Advisors, LLC | 1.33% | Add +6.8% | 83,454 | $4.9M |
| Leverty Financial Group, LLC | 2.88% | Add +0.2% | 83,236 | $4.9M |
| First National Bank of Omaha | 0.32% | Add +5.6% | 82,918 | $4.9M |
| Capital Advisory Group Advisory Services, LLC | 2.07% | Reduce -0.9% | 82,770 | $4.8M |
| Seaview Investment Managers LLC | 1.45% | Add +6.0% | 82,234 | $4.8M |
| Hengehold Capital Management LLC | 0.50% | Add +3.7% | 81,967 | $4.8M |
| Castle Wealth Management LLC | 2.29% | Add +1.9% | 81,869 | $4.8M |
| ProVise Management Group, LLC | 0.41% | Reduce -14.6% | 81,682 | $4.8M |
| Trust Co of the South | 1.13% | No change | 81,665 | $4.8M |
| Hilltop Partners LLC | 1.76% | Reduce -35.6% | 81,638 | $4.8M |
| City Holding Co. | 0.71% | Add +7.7% | 81,558 | $4.8M |
| Perritt Capital Management Inc | 2.61% | Add +2.4% | 81,537 | $4.8M |
| Cascade Wealth Advisors, Inc | 3.53% | Add +87.4% | 78,965 | $4.8M |
| Sandy Cove Advisors, LLC | 2.12% | Add +7.5% | 81,313 | $4.8M |
| Fidelis Capital Partners, LLC | 0.68% | Add +0.5% | 82,730 | $4.8M |
| MSH Capital Advisors LLC | 1.59% | Add +3.4% | 81,087 | $4.7M |
| Securian Asset Management, Inc. | 0.14% | No change | 81,010 | $4.7M |
| Gries Financial LLC | 0.97% | Reduce -2.7% | 80,801 | $4.7M |
| Greenfield Savings Bank | 2.42% | Add +4.0% | 80,377 | $4.7M |
| Arkadios Wealth Advisors | 0.32% | Add +493.2% | 80,266 | $4.7M |
| IHT Wealth Management, LLC | 0.18% | Add +13.2% | 80,244 | $4.7M |
| Cynosure Group, LLC | 0.75% | Reduce -12.7% | 80,095 | $4.7M |
| Dohj, LLC | 1.17% | Add +6.0% | 80,088 | $4.7M |
| TCTC Holdings, LLC | 0.16% | Add +1.8% | 80,021 | $4.7M |
| Sonata Capital Group Inc. | 2.40% | Add +0.1% | 79,758 | $4.7M |
| CRA Financial Services, LLC | 0.94% | Reduce -0.9% | 79,657 | $4.7M |
| Venture Visionary Partners LLC | 0.22% | Reduce -1.1% | 79,106 | $4.6M |
| Summit Financial, LLC | 0.21% | Add +2.5% | 78,838 | $4.6M |
| Strategic Equity Management | 2.99% | New | 78,377 | $4.6M |
| Ellerson Group Inc. | 3.49% | Reduce -1.5% | 78,350 | $4.6M |
| Elevation Point Wealth Partners, LLC | 0.36% | Reduce -2.1% | 78,078 | $4.6M |
| Watchman Group, Inc. | 1.46% | Reduce -1.0% | 78,075 | $4.6M |
| Blackston Financial Advisory Group, LLC | 2.55% | New | 41,879 | $4.6M |
| CVA Family Office, LLC | 0.81% | Reduce -10.8% | 76,866 | $4.5M |
| Brookstone Capital Management | 0.07% | Reduce -7.8% | 73,097 | $4.5M |
| PFG Advisors | 0.30% | Add +6.3% | 76,512 | $4.5M |
| Great Diamond Partners, LLC | 1.04% | Reduce -5.4% | 75,836 | $4.4M |
| PFG Private Wealth Management, LLC | 2.69% | Add +0.6% | 75,790 | $4.4M |
| Money Concepts Capital Corp. | 0.37% | Add +3.5% | 75,428 | $4.4M |
| JPL Wealth Management, LLC | 2.16% | Add +27.9% | 75,405 | $4.4M |
| Composition Wealth, LLC | 0.11% | Reduce -5.5% | 75,015 | $4.4M |
| StoneX Group Inc. | 0.35% | Reduce -63.6% | 74,947 | $4.4M |
| Quad-Cities Investment Group, LLC | 2.42% | Add +5.4% | 74,696 | $4.4M |
| Sebold Capital Management, Inc. | 3.01% | Reduce -5.4% | 74,422 | $4.4M |
| Trust Co. of Oklahoma | 1.53% | Add +0.9% | 74,405 | $4.4M |
| FC Advisory LLC | 1.60% | Reduce -0.4% | 74,357 | $4.4M |
| Colonial Trust Co / SC | 0.76% | Add +0.1% | 74,169 | $4.3M |
| Summit Wealth Partners, LLC | 0.90% | Add +2.3% | 73,884 | $4.3M |
| Sather Financial Group Inc | 0.30% | Add +1.4% | 73,836 | $4.3M |
| Wedmont Private Capital | 0.27% | Add +3.8% | 71,465 | $4.3M |
| Silver Oak Securities, Incorporated | 0.65% | Reduce -4.1% | 73,730 | $4.3M |
| Sterling Financial Planning, Inc. | 1.74% | Reduce -6.5% | 73,275 | $4.3M |
| HighMark Wealth Management LLC | 2.58% | Add +2.4% | 73,226 | $4.3M |
| Concourse Financial Group Securities, Inc. | 0.27% | Reduce -0.6% | 73,113 | $4.3M |
| Westwood Holdings Group Inc. | 0.04% | Add +6.7% | 72,864 | $4.3M |
| Private Ocean, LLC | 0.38% | Add +149.6% | 72,765 | $4.3M |
| Forum Private Client Group LLC | 2.02% | Reduce -3.5% | 72,762 | $4.3M |
| Aprio Wealth Management, LLC | 0.77% | Reduce -4.1% | 71,997 | $4.2M |
| Simplicity Wealth,LLC | 0.10% | Reduce -1.3% | 71,822 | $4.2M |
| Ellevest, Inc. | 0.25% | Add +0.4% | 71,593 | $4.2M |
| Aspiriant, LLC | 0.17% | Reduce -15.6% | 71,551 | $4.2M |
| Benchmark Financial Wealth Advisors, LLC | 1.55% | Reduce -2.9% | 71,403 | $4.2M |
| Heritage Investors Management Corp. | 0.14% | Reduce -0.4% | 70,895 | $4.1M |
| Nepc LLC | 0.14% | Reduce -2.4% | 70,687 | $4.1M |
| Alliance Wealth Management Group | 1.18% | Add +5.9% | 70,494 | $4.1M |
| United Community Bank | 1.66% | Reduce -6.0% | 70,258 | $4.1M |
| Brighton Jones LLC | 0.14% | Add +5.3% | 69,984 | $4.1M |
| Evergreen Capital Management LLC | 0.15% | Add +15.2% | 69,889 | $4.1M |
| Hilltop Holdings Inc. | 0.48% | Reduce -2.4% | 69,800 | $4.1M |
| Foundry Financial Group, Inc. | 2.79% | Add +2.5% | 69,222 | $4.1M |
| River Wealth Advisors LLC | 0.58% | Reduce -2.5% | 69,205 | $4.0M |
| NBT Bank, N.A. | 0.29% | Add +1.5% | 68,812 | $4.0M |
| Gryphon Financial Partners LLC | 0.60% | Add +6.3% | 68,717 | $4.0M |
| Smith Anglin Financial, LLC | 0.41% | Reduce -7.1% | 68,689 | $4.0M |
| United Bank | 1.99% | Add +0.2% | 68,260 | $4.0M |
| CGC Financial Services, LLC | 1.72% | Add +96907.1% | 67,905 | $4.0M |
| Vestor Capital, LLC | 0.32% | Reduce -3.0% | 67,783 | $4.0M |
| LifeSteps Financial, Inc. | 3.27% | Reduce -11.1% | 67,636 | $4.0M |
| Neuberger Berman Group LLC | 0.00% | Add +8.3% | 67,412 | $3.9M |
| Squarepoint Ops LLC | 0.01% | New | 67,171 | $3.9M |
| Central Bank & Trust Co. | 0.55% | Add +4.5% | 66,984 | $3.9M |
| Balanced Wealth Group LLC | 1.78% | Reduce -28.1% | 67,524 | $3.9M |
| Verus Financial Partners, Inc. | 0.45% | Reduce -3.4% | 66,648 | $3.9M |
| Moller Wealth Partners | 1.04% | No change | 66,624 | $3.9M |
| Payden & Rygel Investment Group | 0.32% | Reduce -58.1% | 66,609 | $3.9M |
| Payden & Rygel | 0.32% | Reduce -58.1% | 66,609 | $3.9M |
| SOA Wealth Advisors, LLC. | 0.78% | Reduce -13.8% | 66,368 | $3.9M |
| Good Life Advisors, LLC | 0.32% | Reduce -5.0% | 65,927 | $3.9M |
| Heritage Wealth Advisors | 0.17% | Add +2649.0% | 39,173 | $3.8M |
| Callan Capital, LLC | 0.31% | New | 65,165 | $3.8M |
| Willis Johnson & Associates, Inc. | 0.31% | Add +6.8% | 65,141 | $3.8M |
| Flagship Harbor Advisors, LLC | 0.23% | Add +35.6% | 64,929 | $3.8M |
| Busey Bank | 0.13% | Add +1.1% | 64,704 | $3.8M |
| Creekmur Asset Management LLC | 0.98% | Add +8.4% | 64,676 | $3.8M |
| Focus Partners Advisor Solutions, LLC | 0.10% | Reduce -13.8% | 64,567 | $3.8M |
| Parisi Gray Wealth Management | 1.35% | Add +0.8% | 64,515 | $3.8M |
| Kowal Investment Group, LLC | 0.75% | Add +2.2% | 64,291 | $3.8M |
| HTG Investment Advisors, Inc. | 2.03% | Add +4.5% | 64,208 | $3.8M |
| Annapolis Financial Services, LLC | 1.21% | Reduce -2.7% | 63,965 | $3.7M |
| Joel Isaacson & Co., LLC | 0.20% | Add +1.5% | 63,891 | $3.7M |
| Newman Dignan & Sheerar, Inc. | 0.96% | Reduce -0.5% | 63,873 | $3.7M |
| Convergence Financial, LLC | 0.99% | Add +39.0% | 63,770 | $3.7M |
| Breakwater Capital Group | 0.84% | Add +1.0% | 63,447 | $3.7M |
| Welch & Forbes LLC | 0.05% | Reduce -1.9% | 63,750 | $3.7M |
| Smithbridge Asset Management Inc. | 0.77% | Reduce -4.3% | 63,121 | $3.7M |
| Transcend Capital Advisors, LLC | 0.27% | Add +167.4% | 62,789 | $3.7M |
| Platte River Wealth Advisors, LLC | 1.03% | Add +0.5% | 62,740 | $3.7M |
| Headinvest, LLC | 0.72% | Reduce -2.0% | 62,310 | $3.6M |
| Econ Financial Services Corp | 2.25% | Reduce -47.7% | 62,070 | $3.6M |
| Element Wealth, LLC | 2.04% | Reduce -8.5% | 61,871 | $3.6M |
| Perennial Investment Advisors, LLC | 0.52% | Add +5.9% | 61,784 | $3.6M |
| Newton One Investments LLC | 1.56% | Reduce -0.6% | 61,683 | $3.6M |
| Beirne Wealth Consulting Services, LLC | 1.45% | Add +3.5% | 61,466 | $3.6M |
| Wolf Group Capital Advisors | 1.41% | Add +670.6% | 61,007 | $3.6M |
| AE Wealth Management LLC | 0.04% | Reduce -34.3% | 61,006 | $3.6M |
| Bleakley Financial Group, LLC | 0.10% | Add +5.1% | 60,955 | $3.6M |
| ForthRight Wealth Management, LLC | 1.28% | Reduce -3.9% | 60,843 | $3.6M |
| Wetzel Investment Advisors, Inc. | 2.05% | Reduce -0.0% | 58,642 | $3.6M |
| Cozad Asset Management Inc. | 0.35% | Add +5.4% | 60,670 | $3.6M |
| Agf Management Ltd. | 0.02% | Reduce -20.8% | 60,550 | $3.5M |
| Counterweight Ventures, LLC | 2.65% | Add +0.3% | 59,927 | $3.5M |
| McGlone Suttner Wealth Management, Inc. | 0.72% | Reduce -79.0% | 12,640 | $3.5M |
| Farmers Trust Co. | 0.71% | No change | 59,600 | $3.5M |
| Partnership Wealth Management, LLC | 2.57% | Reduce -16.0% | 59,523 | $3.5M |
| Jacobi Capital Management LLC | 0.30% | Add +49.3% | 59,492 | $3.5M |
| SpiderRock Advisors, LLC | 0.09% | Add +0.4% | 59,261 | $3.5M |
| AA Financial Advisors, LLC | 1.22% | Add +10.3% | 59,068 | $3.5M |
| Wealthspan Partners, LLC | 1.90% | Reduce -1.7% | 58,874 | $3.4M |
| RDA Financial Network | 1.13% | Reduce -0.0% | 58,804 | $3.4M |
| Jaffetilchin Investment Partners, LLC | 0.29% | Reduce -0.3% | 58,586 | $3.4M |
| MidAtlantic Capital Management, Inc. | 2.86% | Add +0.3% | 58,349 | $3.4M |
| Bradley Foster & Sargent Inc. | 0.06% | Add +2.6% | 58,344 | $3.4M |
| Nilsine Partners, LLC | 0.46% | Reduce -0.3% | 58,295 | $3.4M |
| Kaydan Wealth Management, Inc. | 1.21% | Add +7.5% | 58,289 | $3.4M |
| Aua Capital Management, LLC | 2.05% | No change | 58,255 | $3.4M |
| Deutsche Bank AG | 0.00% | Reduce -4.4% | 58,248 | $3.4M |
| Beacon Capital Management, Inc. | 0.15% | Add +2.3% | 58,195 | $3.4M |
| Greenwood Capital Associates LLC | 0.45% | Add +784.5% | 58,023 | $3.4M |
| NewEdge Wealth, LLC | 0.07% | Reduce -1.5% | 58,004 | $3.4M |
| Stephens Inc. | 0.05% | Add +8.8% | 57,928 | $3.4M |
| Empower Advisory Group, LLC | 0.01% | Add +4.0% | 57,645 | $3.4M |
| Palisade Asset Management, LLC | 0.35% | Add +0.7% | 57,330 | $3.4M |
| Camden National Bank | 0.52% | Add +15.9% | 57,301 | $3.4M |
| Wellspring Financial Advisors, LLC | 0.37% | Reduce -0.2% | 1,277,911 | $3.3M |
| Forza Wealth Management, LLC | 1.70% | Reduce -1.0% | 56,225 | $3.3M |
| Moloney Securities Asset Management, LLC | 0.48% | Add +23.9% | 55,926 | $3.3M |
| Manhattan West Asset Management, LLC | 0.88% | Reduce -16.0% | 55,785 | $3.3M |
| Geneos Wealth Management Inc. | 0.14% | Add +1.4% | 55,690 | $3.3M |
| Townsquare Capital LLC | 0.04% | Add +21.6% | 55,363 | $3.2M |
| Wealth Alliance, LLC | 0.42% | Add +0.5% | 55,305 | $3.2M |
| SageView Advisory Group, LLC | 0.20% | Add +260.2% | 55,262 | $3.2M |
| Unionview, LLC | 2.63% | Add +0.8% | 55,131 | $3.2M |
| Crumly & Associates Inc. | 0.93% | Reduce -2.4% | 55,041 | $3.2M |
| HM Payson & Co. | 0.06% | Add +2.6% | 55,005 | $3.2M |
| Kickstand Ventures, Llc. | 0.87% | Reduce -2.6% | 54,533 | $3.2M |
| Cornerstone Advisors Asset Management, LLC | 0.90% | Add +0.1% | 54,174 | $3.2M |
| Moneywise, Inc. | 1.67% | Add +92.0% | 54,021 | $3.2M |
| Boston Family Office LLC | 0.23% | Reduce -7.2% | 53,742 | $3.1M |
| Hirtle & Co., LLC | 0.16% | Add +3.9% | 53,725 | $3.1M |
| Harbor Investment Advisory, LLC | 0.33% | Add +0.0% | 53,602 | $3.1M |
| Laird Norton Wetherby Wealth Management, LLC | 0.15% | Reduce -0.4% | 53,509 | $3.1M |
| Jmac Enterprises LLC | 0.55% | New | 53,214 | $3.1M |
| Sweet Financial Partners, LLC | 0.71% | Add +0.1% | 53,075 | $3.1M |
| Fernwood Investment Management, LLC | 0.96% | Reduce -0.5% | 52,885 | $3.1M |
| Wealth Group Ltd | 0.93% | Add +0.3% | 52,785 | $3.1M |
| Hilltop National Bank | 0.98% | Add +21.9% | 52,232 | $3.1M |
| Keel Point, LLC | 0.28% | Add +25.1% | 51,534 | $3.0M |
| VitalStone Financial, LLC | 2.20% | Reduce -17.8% | 51,958 | $3.0M |
| Financial Strategies Group, Inc. | 0.76% | Reduce -3.4% | 52,522 | $3.0M |
| Quadcap Wealth Management, LLC | 0.55% | Add +21.0% | 51,766 | $3.0M |
| Washburn Capital Management, Inc. | 2.16% | Reduce -0.6% | 51,740 | $3.0M |
| Accurate Wealth Management, LLC | 0.72% | Add +14.0% | 49,515 | $3.0M |
| C2C Wealth Management, LLC | 2.92% | Reduce -1.1% | 51,080 | $3.0M |
| Merit Financial Group, LLC | 0.07% | Add +4.2% | 50,876 | $3.0M |
| Lyell Wealth Management, LP | 0.28% | Reduce -7.5% | 50,840 | $3.0M |
| UNIVEST FINANCIAL Corp | 0.82% | Reduce -1.4% | 50,524 | $3.0M |
| Advus Financial Partners, LLC | 0.90% | Reduce -1.0% | 50,498 | $3.0M |
| Alhambra Investment Management LLC | 1.61% | Add +95.0% | 50,327 | $2.9M |
| Strategic Blueprint, LLC | 0.20% | Add +18.3% | 50,264 | $2.9M |
| Grey Fox Wealth Advisors, LLC | 1.03% | Add +0.1% | 50,097 | $2.9M |
| Heritage Wealth Management, Inc./Texas | 1.81% | Reduce -2.6% | 49,651 | $2.9M |
| Boston Research & Management Inc. | 0.73% | Add +0.2% | 49,581 | $2.9M |
| Bowman & Co S.C. | 1.67% | Add +0.1% | 49,022 | $2.9M |
| Ieq Capital, LLC | 0.04% | Reduce -3.3% | 49,019 | $2.9M |
| Bank of New Hampshire | 0.74% | Add +0.6% | 48,597 | $2.8M |
| Bryn Mawr Trust Advisors, LLC | 0.16% | Add +1.1% | 48,584 | $2.8M |
| General Partner, Inc. | 1.81% | Add +0.5% | 48,296 | $2.8M |
| Townsend Asset Management Corp. /NC/ | 1.09% | Reduce -1.8% | 48,000 | $2.8M |
| Arbor Trust Wealth Advisors, LLC | 1.47% | Reduce -0.9% | 47,933 | $2.8M |
| Etfidea, LLC | 0.95% | Reduce -0.1% | 47,875 | $2.8M |
| Cambiar Investors LLC | 0.11% | Add +182.9% | 47,806 | $2.8M |
| Claro Advisors Inc. | 0.44% | Add +8.5% | 47,586 | $2.8M |
| 360 Financial, Inc. | 1.05% | Reduce -0.6% | 47,491 | $2.8M |
| New England Private Wealth Advisors LLC | 0.48% | Reduce -0.2% | 47,259 | $2.8M |
| Patten Group, Inc. | 0.65% | Reduce -0.3% | 47,059 | $2.8M |
| Allegheny Financial Group | 0.79% | Add +55.7% | 47,005 | $2.8M |
| Buffington Mohr McNeal | 0.48% | Add +0.0% | 46,801 | $2.7M |
| FLC Capital Advisors | 0.67% | Add +0.0% | 46,692 | $2.7M |
| Sachetta, LLC | 1.19% | Add +888.0% | 44,300 | $2.7M |
| Lebenthal Global Advisors, LLC | 0.60% | Reduce -2.5% | 46,629 | $2.7M |
| Continuum Advisory, LLC | 0.39% | Reduce -6.2% | 46,498 | $2.7M |
| Orion Capital Management LLC | 1.43% | Reduce -10.9% | 46,491 | $2.7M |
| Capital Group Private Client Services, Inc. | 0.03% | Add +22.9% | 46,351 | $2.7M |
| SigFig Wealth Management, LLC | 0.10% | Add +3.1% | 46,338 | $2.7M |
| WCG Wealth Advisors LLC | 0.20% | Reduce -15.3% | 46,236 | $2.7M |
| HBK Sorce Advisory LLC | 0.09% | Reduce -6.0% | 45,988 | $2.7M |
| GW Henssler & Associates Ltd. | 0.16% | Reduce -3.6% | 45,954 | $2.7M |
| Biltmore Family Office, LLC | 0.49% | Reduce -4.3% | 45,941 | $2.7M |
| Fairman Group, LLC | 2.72% | Add +10.5% | 45,709 | $2.7M |
| Koshinski Asset Management, Inc. | 0.25% | Add +22.8% | 46,092 | $2.7M |
| Diversified Portfolios, Inc. | 0.35% | Reduce -0.2% | 45,375 | $2.7M |
| Birchcreek Wealth Management, LLC | 1.49% | Add +0.3% | 45,318 | $2.7M |
| Apexium Financial, LP | 0.19% | Reduce -0.0% | 45,246 | $2.6M |
| Next Capital Management LLC | 1.10% | Add +0.1% | 44,695 | $2.6M |
| SevenBridge Financial Group, LLC | 0.58% | Add +0.0% | 45,081 | $2.6M |
| Premier Path Wealth Partners, LLC | 0.44% | Reduce -5.1% | 44,584 | $2.6M |
| CPC Advisors, LLC | 0.43% | Add +7.8% | 44,472 | $2.6M |
| Higgins & Schmidt Wealth Strategies LLC | 1.87% | Reduce -0.3% | 44,385 | $2.6M |
| Glassman Wealth Services | 0.48% | Add +0.1% | 44,301 | $2.6M |
| Private Wealth Group, LLC | 1.36% | No change | 44,240 | $2.6M |
| Steigerwald, Gordon & Koch Inc. | 0.31% | Add +3.1% | 44,001 | $2.6M |
| Maple Capital Management, Inc. | 0.21% | Add +21.3% | 43,427 | $2.5M |
| Vista Investment Management | 1.02% | Reduce -0.4% | 42,913 | $2.5M |
| ERn Financial, LLC | 0.42% | Reduce -0.8% | 42,828 | $2.5M |
| Willow Creek Wealth Management Inc. | 0.28% | Add +1.5% | 42,478 | $2.5M |
| Weinberger Asset Management, Inc | 1.17% | Reduce -0.2% | 42,400 | $2.5M |
| Novak & Powell Financial Services, Inc. | 1.54% | Add +40.4% | 42,359 | $2.5M |
| Brady Family Wealth, LLC | 0.80% | Reduce -0.5% | 42,225 | $2.5M |
| Delta Financial Advisors LLC | 0.95% | Reduce -0.8% | 42,131 | $2.5M |
| Merkkuri Wealth Advisors LLC | 2.27% | — | 42,112 | $2.5M |
| Intrua Financial, LLC | 0.40% | Reduce -7.9% | 42,040 | $2.5M |
| Walkner Condon Financial Advisors LLC | 0.53% | Reduce -7.9% | 39,201 | $2.4M |
| Park Place Capital Corp | 0.78% | Reduce -20.2% | 41,594 | $2.4M |
| Embree Financial Group | 0.47% | Reduce -18.1% | 41,555 | $2.4M |
| Tudor Investment Corporation | 0.03% | Add +727.0% | 41,334 | $2.4M |
| Providence Capital Advisors, LLC | 0.53% | Add +1.4% | 41,243 | $2.4M |
| Gilbert & Cook, Inc. | 0.35% | Reduce -6.4% | 41,225 | $2.4M |
| Nikulski Financial, Inc. | 0.77% | Add +2.1% | 41,176 | $2.4M |
| Congress Park Capital LLC | 0.96% | Reduce -0.3% | 41,009 | $2.4M |
| Wedbush Securities Inc. | 0.09% | Add +0.5% | 40,981 | $2.4M |
| WorthPointe, LLC | 1.09% | Add +1003.6% | 40,954 | $2.4M |
| Spectrum Asset Management, Inc. (NB/CA) | 1.11% | Add +1.2% | 40,864 | $2.4M |
| Private Capital Management, LLC | 0.28% | Reduce -0.2% | 40,467 | $2.4M |
| D. E. Shaw & Co. | 0.00% | New | 40,305 | $2.4M |
| Stock Yards Bank & Trust Co. | 0.08% | Reduce -1.3% | 40,240 | $2.4M |
| Bensler, LLC | 0.32% | Add +3.3% | 40,191 | $2.4M |
| Carnegie Investment Counsel | 0.07% | Reduce -11.3% | 40,171 | $2.4M |
| Center for Financial Planning, Inc. | 0.34% | Add +0.3% | 40,153 | $2.3M |
| Arvest Trust Co. N A | 0.14% | Reduce -7.2% | 40,140 | $2.3M |
| KCM Investment Advisors LLC | 0.08% | Reduce -3.4% | 40,125 | $2.3M |
| Investment Advisory Services Inc. /TX | 0.86% | Add +4.8% | 40,044 | $2.3M |
| Fortitude Family Office, LLC | 1.32% | Add +1.4% | 39,891 | $2.3M |
| Broadview Financial Management, LLC | 1.69% | Reduce -3.0% | 39,691 | $2.3M |
| GEM Asset Management, LLC | 1.44% | Reduce -0.1% | 39,615 | $2.3M |
| Gainplan LLC | 1.12% | Add +6.1% | 39,554 | $2.3M |
| Jane Street Group, LLC | 0.00% | Reduce -42.4% | 39,541 | $2.3M |
| Verdence Capital Advisors LLC | 0.20% | Add +7.2% | 39,342 | $2.3M |
| Diversify Advisory Services, LLC | 0.13% | Add +10.8% | 39,861 | $2.3M |
| Capital Advisors, Ltd. LLC | 0.30% | Reduce -0.5% | 39,148 | $2.3M |
| NorthLanding Financial Partners, LLC | 2.41% | Add +0.7% | 39,105 | $2.3M |
| MY Wealth Management Inc. | 2.60% | Add +3.3% | 39,025 | $2.3M |
| Triton Financial Group Inc | 1.60% | Reduce -0.2% | 38,916 | $2.3M |
| Consolidated Portfolio Review Corp | 0.53% | Reduce -26.6% | 38,579 | $2.3M |
| Arcadia Wealth Management, LLC | 1.29% | New | 38,578 | $2.3M |
| Betterment LLC | 0.01% | Add +12.2% | 38,535 | $2.3M |
| 1834 Investment Advisors Co. | 0.27% | Reduce -0.6% | 38,505 | $2.3M |
| Cowa, LLC | 1.20% | Add +3.4% | 38,512 | $2.3M |
| Capasso Planning Partners LLC | 0.73% | Add +20.5% | 38,415 | $2.2M |
| Astoria Strategic Wealth, Inc. | 0.69% | Reduce -0.3% | 38,137 | $2.2M |
| Lakeshore Financial Planning, Inc. | 1.09% | Add +0.6% | 38,109 | $2.2M |
| Ballew Advisors, Inc | 1.47% | Add +2.7% | 36,488 | $2.2M |
| Guggenheim Capital LLC | 0.02% | Reduce -1.8% | 37,669 | $2.2M |
| Pillar Wealth Advisors, LLC | 2.64% | Reduce -30.4% | 37,530 | $2.2M |
| Rockland Trust Co. | 0.12% | Reduce -1.6% | 37,358 | $2.2M |
| Estate Counselors, LLC | 0.24% | Reduce -0.3% | 37,066 | $2.2M |
| Clifford Swan Investment Counsel LLC | 0.08% | No change | 37,065 | $2.2M |
| Independent Advisor Alliance | 0.07% | Add +53.0% | 36,941 | $2.2M |
| CIC Wealth, LLC | 0.59% | Add +0.3% | 36,844 | $2.2M |
| Bridge Advisory, LLC | 1.06% | Reduce -9.3% | 36,838 | $2.2M |
| Letson Investment Management, Inc. | 0.95% | No change | 36,790 | $2.2M |
| Strategic Financial Concepts, LLC | 1.25% | Add +3839.5% | 4,171,195 | $2.1M |
| Enzi Wealth | 0.94% | Reduce -1.2% | 36,920 | $2.1M |
| Silvercrest Asset Management Group LLC | 0.01% | Reduce -0.2% | 36,404 | $2.1M |
| Opinicus Capital, Inc. | 1.80% | Add +4.4% | 36,389 | $2.1M |
| High Net Worth Advisory Group LLC | 0.64% | Reduce -0.5% | 36,306 | $2.1M |
| Capital Management Associates, Inc | 1.28% | Add +328.0% | 36,174 | $2.1M |
| Prosperity Wealth Management, Inc. | 1.04% | Add +38.9% | 36,029 | $2.1M |
| ORG Partners LLC | 0.26% | New | 36,191 | $2.1M |
| Navellier & Associates Inc. | 0.25% | No change | 35,825 | $2.1M |
| Three Seasons Wealth, LLC | 1.16% | No change | 35,698 | $2.1M |
| Northstar Advisory Group, LLC | 1.20% | Reduce -42.2% | 35,643 | $2.1M |
| Gotham Asset Management | 0.03% | Add +154.3% | 35,484 | $2.1M |
| Arcadia Investment Advisors LLC | 1.18% | Reduce -0.4% | 35,455 | $2.1M |
| Benjamin F. Edwards & Company, Inc. | 0.04% | Reduce -0.2% | 35,347 | $2.1M |
| Kohmann Bosshard Financial Services, LLC | 0.28% | Reduce -1.1% | 35,239 | $2.1M |
| Washington Trust Bank | 0.20% | Reduce -2.5% | 35,210 | $2.1M |
| St. Clair Advisors, LLC | 0.66% | Add +0.1% | 35,209 | $2.1M |
| Azimuth Capital Investment Management LLC | 0.08% | Reduce -0.7% | 35,135 | $2.1M |
| Keeley-Teton Advisors, LLC | 0.26% | Add +12.1% | 34,877 | $2.0M |
| Revolve Wealth Partners, LLC | 0.34% | Reduce -2.7% | 34,824 | $2.0M |
| EverSource Wealth Advisors, LLC | 0.13% | Add +8.4% | 32,672 | $2.0M |
| United Bank | 0.25% | Reduce -0.4% | 34,549 | $2.0M |
| Well Done, LLC | 0.42% | Reduce -1.0% | 34,387 | $2.0M |
| Stelac Advisory Services LLC | 0.84% | Add +1.6% | 34,303 | $2.0M |
| FinTrust Capital Advisors, LLC | 0.37% | Reduce -4.3% | 34,284 | $2.0M |
| Colony Family Offices, LLC | 0.64% | Reduce -2.7% | 34,000 | $2.0M |
| Philadelphia Trust Co. | 0.15% | No change | 33,765 | $2.0M |
| Roger Wittlin Investment Advisory, LLC | 1.27% | Reduce -15.8% | 33,697 | $2.0M |
| Missouri Trust & Investment Co | 0.74% | Add +0.4% | 33,440 | $2.0M |
| Investment Advisory Group, LLC | 0.76% | Add +42.2% | 33,396 | $2.0M |
| Baker Avenue Asset Management, LP | 0.07% | Add +7.5% | 33,369 | $2.0M |
| Macroview Investment Management LLC | 2.08% | Add +0.6% | 33,332 | $2.0M |
| Tiemann Investment Advisors, LLC | 0.87% | Reduce -4.0% | 33,323 | $2.0M |
| Prosperity Financial Group, Inc. | 1.23% | Reduce -30.0% | 33,228 | $1.9M |
| Amplius Wealth Advisors, LLC | 0.22% | Reduce -2.3% | 33,195 | $1.9M |
| Caprock Group, LLC | 0.08% | Add +65.5% | 33,122 | $1.9M |
| NorthRock Partners, LLC | 0.07% | Reduce -39.6% | 33,105 | $1.9M |
| Oldfather Financial Services, LLC | 0.79% | Add +0.1% | 33,051 | $1.9M |
| Forte Asset Management LLC | 1.14% | Add +2.2% | 33,033 | $1.9M |
| SeaBridge Investment Advisors LLC | 0.50% | Add +51.0% | 33,000 | $1.9M |
| LCNB Corp. | 0.72% | Reduce -4.3% | 32,985 | $1.9M |
| Rockwood Wealth Management, LLC | 0.23% | Add +17.8% | 32,970 | $1.9M |
| Regatta Capital Group, LLC | 0.42% | Add +0.6% | 32,960 | $1.9M |
| CBIZ Investment Advisory Services, LLC | 0.11% | Add +4.7% | 32,945 | $1.9M |
| Corundum Group, Inc. | 0.75% | No change | 32,890 | $1.9M |
| Oakworth Capital, Inc. | 0.14% | Add +2.6% | 32,777 | $1.9M |
| Pitti Group Wealth Management, LLC | 2.08% | Reduce -79.8% | 6,909 | $1.9M |
| Moors & Cabot, Inc. | 0.10% | Add +13.6% | 32,655 | $1.9M |
| Leo Wealth, LLC | 0.19% | Reduce -4.4% | 32,462 | $1.9M |
| Renaissance Technologies | 0.00% | New | 32,400 | $1.9M |
| 9258 Wealth Management, LLC | 0.29% | Reduce -1.6% | 32,369 | $1.9M |
| Carrera Capital Advisors | 0.62% | — | 32,353 | $1.9M |
| CoreFirst Bank & Trust | 1.27% | Add +20.4% | 32,325 | $1.9M |
| PSI Advisors, LLC | 0.60% | Reduce -8.3% | 32,254 | $1.9M |
| BigSur Wealth Management LLC | 0.58% | No change | 32,250 | $1.9M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -47.3% | 32,398 | $1.9M |
| Exchange Bank | 1.60% | Reduce -0.8% | 32,112 | $1.9M |
| Ignite Planners, LLC | 0.46% | Reduce -0.5% | 32,275 | $1.9M |
| Parkside Financial Bank & Trust | 0.29% | Add +0.7% | 31,918 | $1.9M |
| Investment Partners, LTD. | 0.84% | Add +0.1% | 31,903 | $1.9M |
| waypoint wealth counsel | 1.43% | Reduce -1.3% | 31,854 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Reduce -89.3% | 31,780 | $1.9M |
| Newport Capital Group, LLC | 1.46% | — | 31,538 | $1.8M |
| Fulton Bank, N.A. | 0.07% | Reduce -4.2% | 31,537 | $1.8M |
| Tranquility Partners, LLC | 0.71% | Add +1.5% | 31,427 | $1.8M |
| World Investment Advisors | 0.11% | Add +364.5% | 31,402 | $1.8M |
| Bedel Financial Consulting, Inc. | 0.27% | Reduce -2.0% | 31,381 | $1.8M |
| Mission Wealth Management, LP | 0.05% | Reduce -34.8% | 31,288 | $1.8M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -39.4% | 31,246 | $1.8M |
| Everpar Advisors LLC | 0.92% | Add +40.3% | 31,240 | $1.8M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +17.3% | 31,137 | $1.8M |
| Brown Miller Wealth Management, LLC | 0.76% | Add +10.8% | 31,123 | $1.8M |
| Darden Wealth Group Inc | 1.10% | Reduce -4.9% | 31,017 | $1.8M |
| Vectors Research Management, LLC | 0.55% | Reduce -1.3% | 30,745 | $1.8M |
| Salem Investment Counselors Inc. | 0.06% | Add +14.4% | 30,441 | $1.8M |
| Harbour Capital Advisors, LLC | 0.42% | No change | 30,715 | $1.8M |
| Capital City Trust Co. | 0.48% | No change | 30,290 | $1.8M |
| Taylor Financial Group, Inc. | 1.36% | Add +6.0% | 30,146 | $1.8M |
| Marcum Wealth, LLC | 0.18% | Add +1.7% | 30,108 | $1.8M |
| Private Capital Management LLC | 0.35% | Reduce -1.9% | 30,077 | $1.8M |
| International Assets Investment Management, LLC | 0.17% | Reduce -2.7% | 30,067 | $1.8M |
| Community Financial Services Group, LLC | 0.38% | Add +1.1% | 30,036 | $1.8M |
| First Foundation Advisors | 0.07% | Reduce -1.4% | 29,938 | $1.8M |
| Ascent Wealth Partners, LLC | 0.26% | Add +2.1% | 29,867 | $1.7M |
| RFG Advisory, LLC | 0.06% | Add +7.9% | 29,775 | $1.7M |
| Beacon Bank & Trust | 0.44% | Add +1.1% | 29,630 | $1.7M |
| Cooper Financial Group | 0.25% | Add +5.3% | 29,289 | $1.7M |
| First County Bank | 0.88% | Reduce -28.1% | 29,288 | $1.7M |
| Fisher Asset Management | 0.00% | Add +96.6% | 29,255 | $1.7M |
| Pps&v Asset Management Consultants, Inc. | 1.22% | Add +18.2% | 29,067 | $1.7M |
| Kingswood Wealth Advisors, LLC | 0.15% | Add +67.0% | 28,982 | $1.7M |
| Aft, Forsyth & Company, Inc. | 0.83% | Add +0.1% | 28,918 | $1.7M |
| Mechanics Bank Trust Department | 0.24% | Add +1.9% | 28,795 | $1.7M |
| Redwood Wealth Management Group, LLC | 1.27% | Add +1.7% | 28,793 | $1.7M |
| Brightwater Advisory LLC | 1.30% | Add +235.2% | 28,784 | $1.7M |
| VeraBank, N.A. | 0.52% | Reduce -2.0% | 28,637 | $1.7M |
| Legal & General Group Plc | 0.00% | Add +166.1% | 28,600 | $1.7M |
| Saxon Interests, Inc. | 0.80% | Reduce -4.4% | 28,562 | $1.7M |
| Financial Synergies Wealth Advisors, Inc. | 0.22% | Add +0.2% | 28,532 | $1.7M |
| Cadinha & Co. LLC | 0.31% | Reduce -3.2% | 28,334 | $1.7M |
| Condor Capital Management | 0.16% | Reduce -2.1% | 28,318 | $1.7M |
| Financial Partners Group, Inc | 0.26% | Reduce -0.6% | 28,280 | $1.7M |
| Glass Jacobson Investment Advisors llc | 0.60% | Reduce -7.0% | 28,224 | $1.7M |
| Armstrong Advisory Group, Inc. | 0.15% | Add +819.2% | 28,211 | $1.7M |
| GTS Securities LLC | 0.03% | Reduce -57.9% | 28,112 | $1.6M |
| Qube Research & Technologies Ltd | 0.00% | Add +22.1% | 28,040 | $1.6M |
| Citizens Business Bank | 0.35% | Reduce -29.5% | 28,006 | $1.6M |
| Old North State Trust, LLC | 1.41% | Add +0.1% | 27,970 | $1.6M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.95% | Add +0.6% | 27,864 | $1.6M |
| Berkshire Asset Management LLC | 0.08% | Reduce -0.1% | 27,839 | $1.6M |
| North Star Asset Management Inc. | 0.08% | Reduce -59.6% | 27,824 | $1.6M |
| Daymark Wealth Partners, LLC | 0.07% | Add +37.1% | 27,786 | $1.6M |
| TFB Advisors LLC | 0.53% | Add +0.8% | 27,764 | $1.6M |
| One Wealth Advisors, LLC | 0.35% | Reduce -9.3% | 27,628 | $1.6M |
| Amarillo National Bank | 0.31% | Add +2.3% | 27,632 | $1.6M |
| Baron Financial Group, LLC | 1.03% | Reduce -2.1% | 27,625 | $1.6M |
| Chapin Davis, Inc. | 0.55% | Add +6.4% | 27,554 | $1.6M |
| Long Run Wealth Advisors, LLC | 0.41% | Add +20.7% | 27,495 | $1.6M |
| Rothschild Wealth LLC | 0.52% | Reduce -1.6% | 27,412 | $1.6M |
| Family Firm, Inc. | 0.36% | Reduce -4.4% | 27,340 | $1.6M |
| Tritonpoint Wealth, LLC | 0.15% | Reduce -36.6% | 27,293 | $1.6M |
| TrinityPoint Wealth, LLC | 0.25% | Add +2.3% | 27,186 | $1.6M |
| Evensky & Katz LLC | 0.11% | Reduce -2.3% | 27,092 | $1.6M |
| Pallas Capital Advisors LLC | 0.07% | Reduce -2.1% | 26,091 | $1.6M |
| XML Financial, LLC | 0.16% | Reduce -0.9% | 27,032 | $1.6M |
| Thoroughbred Financial Services, LLC | 0.11% | Add +13.8% | 27,030 | $1.6M |
| FAS Wealth Partners, Inc. | 0.14% | Reduce -2.2% | 26,986 | $1.6M |
| WP Advisors, LLC | 0.50% | Add +0.3% | 26,975 | $1.6M |
| Taylor & Morgan Wealth Management, LLC | 1.12% | Reduce -1.4% | 26,950 | $1.6M |
| All Season Financial Advisors, Inc. | 1.43% | Add +16.9% | 26,929 | $1.6M |
| Grant/GrossMendelsohn, LLC | 0.72% | Add +2.1% | 26,801 | $1.6M |
| Essex Bank | 0.42% | Add +392.3% | 26,699 | $1.6M |
| Bank Hapoalim BM | 0.23% | Reduce -13.1% | 26,642 | $1.6M |
| Aaron Wealth Advisors LLC | 0.22% | Reduce -1.3% | 26,589 | $1.6M |
| Eastern Bank | 0.06% | Reduce -1.8% | 26,572 | $1.6M |
| Cosner Financial Group, LLC | 1.10% | Add +19.6% | 26,482 | $1.5M |
| National Wealth Management Group, LLC | 1.18% | Add +38.0% | 26,447 | $1.5M |
| Millennium Management | 0.00% | Add +175.3% | 26,434 | $1.5M |
| Lake Street Advisors Group, LLC | 0.07% | Add +10.2% | 26,418 | $1.5M |
| KG Capital Management | 0.53% | Add +2.1% | 26,122 | $1.5M |
| First National Corp. /Ma/ | 0.36% | Add +400.8% | 26,097 | $1.5M |
| CGN Advisors LLC | 0.18% | Add +245.8% | 26,040 | $1.5M |
| Mine & Arao Wealth Creation & Management, LLC. | 0.74% | Reduce -1.0% | 26,025 | $1.5M |
| Headlands Technologies LLC | 0.16% | Add +191.3% | 25,985 | $1.5M |
| Vantage Financial Partners Ltd., Inc. | 0.38% | Add +7.3% | 25,952 | $1.5M |
| Connors Investor Services Inc. | 0.16% | Add +3.2% | 25,883 | $1.5M |
| Fiducient Advisors LLC | 0.21% | Reduce -4.6% | 25,837 | $1.5M |
| Element Pointe Advisors, LLC | 0.38% | Reduce -16.6% | 25,682 | $1.5M |
| Wealth Effects LLC | 0.54% | Add +1.6% | 25,655 | $1.5M |
| Independent Family Office, LLC | 0.85% | Add +69.4% | 25,600 | $1.5M |
| Madden Advisory Services, Inc. | 0.76% | Add +2.2% | 25,541 | $1.5M |
| Duncker Streett & Co. Inc. | 0.29% | Reduce -1.0% | 25,521 | $1.5M |
| Coppell Advisory Solutions LLC | 0.24% | — | 25,205 | $1.5M |
| Garden State Investment Advisory Services LLC | 0.51% | Reduce -3.4% | 25,193 | $1.5M |
| Ameraudi Asset Management, Inc. | 0.67% | Add +386.5% | 25,175 | $1.5M |
| Ascent Group, LLC | 0.12% | Reduce -6.8% | 24,925 | $1.5M |
| KWB Wealth | 0.20% | Reduce -3.0% | 23,993 | $1.5M |
| Reynders McVeigh Capital Management, LLC | 0.08% | Reduce -2.4% | 24,800 | $1.5M |
| GS Investments, Inc. | 0.68% | Reduce -1.6% | 24,724 | $1.4M |
| Oxford Financial Group, LTD. LLC | 0.10% | Add +3.0% | 24,720 | $1.4M |
| Cora Capital Advisors LLC | 0.74% | Reduce -1.9% | 24,715 | $1.4M |
| Ausdal Financial Partners, Inc. | 0.15% | Add +138.8% | 24,605 | $1.4M |
| Cordgrass Capital Advisors, LLC | 0.45% | Reduce -3.9% | 24,558 | $1.4M |
| GAMMA Investing LLC | 0.20% | Add +31.7% | 24,468 | $1.4M |
| Arq Wealth Advisors, LLC | 0.62% | Add +21.7% | 24,428 | $1.4M |
| Foundations Investment Advisors, LLC | 0.03% | Reduce -71.1% | 24,338 | $1.4M |
| Marco Investment Management LLC | 0.13% | Reduce -0.0% | 24,300 | $1.4M |
| Abbrea Capital, LLC | 0.19% | No change | 24,265 | $1.4M |
| Vawter Financial, Ltd. | 0.97% | Add +11.4% | 24,242 | $1.4M |
| John W. Brooker & Co., CPAs | 0.71% | Add +12.6% | 24,194 | $1.4M |
| Oarsman Capital, Inc. | 0.31% | Add +0.6% | 24,183 | $1.4M |
| Watershed Private Wealth LLC | 0.60% | Reduce -6.1% | 24,150 | $1.4M |
| Blankinship & Foster, LLC | 0.36% | Reduce -4.4% | 24,134 | $1.4M |
| Trust Co. of Toledo NA | 0.20% | Add +1.1% | 24,075 | $1.4M |
| Octavia Wealth Advisors, LLC | 0.19% | Reduce -4.9% | 24,027 | $1.4M |
| Orrstown Financial Services Inc. | 0.74% | Add +23.7% | 23,964 | $1.4M |
| Lwmg, LLC | 0.29% | Reduce -2.3% | 23,753 | $1.4M |
| Summit Trail Advisors, LLC | 0.04% | Add +286.0% | 23,660 | $1.4M |
| Axiom Advisory, LLC | 0.02% | New | 23,547 | $1.4M |
| Lane & Associates LLC | 0.81% | Add +8.6% | 23,607 | $1.4M |
| Roberts Financial Services LLC | 0.28% | Reduce -5.7% | 23,568 | $1.4M |
| Lanark Financial, Inc. | 0.13% | Add +3.7% | 23,564 | $1.4M |
| Motive Wealth Advisors | 0.82% | Reduce -0.7% | 23,445 | $1.4M |
| Pine Valley Investments Ltd Liability Co | 0.10% | Reduce -2.6% | 23,435 | $1.4M |
| WFA of San Diego, LLC | 1.23% | — | 23,434 | $1.4M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.39% | Reduce -3.3% | 23,369 | $1.4M |
| Awm Capital, LLC | 0.21% | No change | 23,360 | $1.4M |
| Sunbelt Securities, Inc. | 0.14% | Add +3.2% | 23,359 | $1.4M |
| QRG Capital Management, Inc. | 0.02% | Add +6.5% | 23,252 | $1.4M |
| GM Advisory Group, LLC | 0.09% | Add +70.0% | 23,206 | $1.4M |
| Vestmark Advisory Solutions, Inc. | 0.06% | Add +42.1% | 23,196 | $1.4M |
| Corebridge Financial, Inc. | 0.01% | — | 23,000 | $1.3M |
| Victory Financial Group, LLC | 0.63% | Add +193.3% | 22,988 | $1.3M |
| Coordinated Financial Services, Inc. | 1.17% | Reduce -12.9% | 22,950 | $1.3M |
| Cypress Capital Group | 0.16% | Reduce -1.6% | 22,898 | $1.3M |
| National Bank of Canada | 0.00% | Add +7.7% | 23,066 | $1.3M |
| Brown, Lisle/Cummings, Inc. | 0.44% | Reduce -0.5% | 22,815 | $1.3M |
| Midland Wealth Advisors, LLC | 0.08% | Add +2.6% | 22,728 | $1.3M |
| Avantax Planning Partners, Inc. | 0.04% | Reduce -3.3% | 22,720 | $1.3M |
| Confluence Wealth Services, Inc. | 0.11% | Reduce -1.0% | 22,630 | $1.3M |
| Twin Peaks Wealth Advisors, LLC | 0.66% | Add +15.9% | 22,544 | $1.3M |
| Shakespeare Wealth Management, LLC | 0.38% | Reduce -0.3% | 22,487 | $1.3M |
| Wealthstream Advisors, Inc. | 0.48% | Reduce -6.2% | 22,463 | $1.3M |
| Pinnacle Financial Group, LLC / IL | 0.56% | Add +0.0% | 22,342 | $1.3M |
| Gateway Wealth Partners, LLC | 0.40% | Reduce -1.8% | 22,341 | $1.3M |
| Pinnacle Family Advisors, LLC | 0.72% | New | 22,265 | $1.3M |
| Tortoise Investment Management, LLC | 0.15% | Reduce -0.7% | 22,260 | $1.3M |
| Zhang Financial LLC | 0.09% | Add +0.0% | 22,229 | $1.3M |
| Smith Thornton Advisors LLC | 0.96% | — | 22,208 | $1.3M |
| Sage Capital Management, LLC | 0.68% | Add +0.3% | 22,119 | $1.3M |
| Invictus Private Wealth, LLC | 0.11% | Reduce -1.1% | 22,106 | $1.3M |
| Sfm, LLC | 0.97% | Reduce -3.1% | 22,105 | $1.3M |
| CWS Financial Advisors, LLC | 0.50% | Add +5.8% | 21,905 | $1.3M |
| Dana Investment Advisors, Inc. | 0.04% | No change | 21,860 | $1.3M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce 0.0% | 21,620 | $1.3M |
| Walden Wealth Partners LLC | 0.71% | Add +1.5% | 21,615 | $1.3M |
| Allen Capital Group, LLC | 0.18% | Add +14.6% | 21,612 | $1.3M |
| Trexquant Investment LP | 0.02% | Add +28.6% | 21,519 | $1.3M |
| Kavar Capital Partners Group, LLC | 0.23% | Reduce -1.8% | 21,488 | $1.3M |
| Hoylecohen, LLC | 0.10% | Add +0.1% | 21,480 | $1.3M |
| Colorado Capital Management, Inc. | 0.70% | Reduce -9.2% | 21,413 | $1.3M |
| Optivise Advisory Services LLC | 0.68% | — | 21,387 | $1.3M |
| Spinnaker Trust | 0.08% | Reduce -65.0% | 21,345 | $1.2M |
| Clearwater Capital Advisors, LLC | 0.13% | Reduce -8.2% | 21,341 | $1.2M |
| Correct Capital Wealth Management | 0.29% | Reduce -2.9% | 21,332 | $1.2M |
| MWA Asset Management | 0.89% | Add +0.1% | 21,271 | $1.2M |
| Tufton Capital Management | 0.24% | Reduce -3.5% | 21,245 | $1.2M |
| Culbertson A N & Co. Inc. | 0.22% | Add +8.9% | 21,235 | $1.2M |
| New Century Financial Group, LLC | 0.53% | New | 21,194 | $1.2M |
| Lincoln Capital LLC | 0.28% | Reduce -1.1% | 21,132 | $1.2M |
| PGIM Custom Harvest LLC | 0.03% | Add +82.2% | 21,100 | $1.2M |
| Ledyard National Bank | 0.12% | Reduce -1.8% | 21,089 | $1.2M |
| Continental Investors Services, Inc. | 2.75% | Reduce -4.4% | 21,079 | $1.2M |
| Savvy Advisors, Inc. | 0.40% | Add +74.4% | 21,037 | $1.2M |
| Koesten, Hirschmann & Crabtree, INC. | 0.79% | No change | 20,260 | $1.2M |
| 1900 Wealth Management LLC | 0.11% | Reduce -4.6% | 20,997 | $1.2M |
| Presidio Capital Management, LLC | 0.86% | New | 20,968 | $1.2M |
| Dodds Wealth, LLC | 0.48% | Reduce -4.5% | 21,239 | $1.2M |
| Wealth Management Partners, LLC | 0.59% | Add +0.1% | 20,894 | $1.2M |
| Fortune Financial Advisors, LLC | 0.75% | Reduce -5.7% | 20,806 | $1.2M |
| Round Rock Advisors LLC | 0.30% | Reduce -24.8% | 20,754 | $1.2M |
| GGM Financial LLC | 1.12% | — | 20,749 | $1.2M |
| Stockman Wealth Management, Inc. | 0.21% | Add +2.5% | 20,730 | $1.2M |
| Source Financial Advisors LLC | 0.37% | Add +7.2% | 20,711 | $1.2M |
| Hollencrest Capital Management | 0.05% | Reduce -0.8% | 20,667 | $1.2M |
| Creekside Partners | 0.67% | — | 20,661 | $1.2M |
| Spirepoint Private Client, LLC | 0.17% | Reduce -1.7% | 20,654 | $1.2M |
| Sapient Capital LLC | 0.03% | No change | 20,546 | $1.2M |
| Wooster Corthell Wealth Management, Inc. | 0.27% | Reduce -2.2% | 20,494 | $1.2M |
| Silvia McColl Wealth Management, LLC | 0.99% | Reduce -1.6% | 20,460 | $1.2M |
| Asset Allocation & Management Company, LLC | 0.79% | Reduce -20.0% | 20,415 | $1.2M |
| Disciplined Investments, LLC | 0.63% | Reduce -2.4% | 20,344 | $1.2M |
| Clay Northam Wealth Management, LLC | 0.90% | Add +150.0% | 20,335 | $1.2M |
| Robertson Stephens Wealth Management, LLC | 0.06% | Add +2.6% | 20,318 | $1.2M |
| Continuum Wealth Advisors, LLC | 0.63% | Reduce -2.4% | 20,310 | $1.2M |
| Calamos Wealth Management LLC | 0.06% | Reduce -4.7% | 20,283 | $1.2M |
| Lockheed Martin Investment Management Co. | 0.07% | No change | 20,250 | $1.2M |
| Assetmark, Inc. | 0.00% | Add +556.8% | 20,145 | $1.2M |
| Tranquilli Financial Advisor LLC | 0.79% | Add +53.6% | 20,288 | $1.2M |
| Thrive Wealth Management, LLC | 0.23% | Add +0.0% | 20,059 | $1.2M |
| Lansing Street Advisors | 0.49% | Reduce -0.7% | 20,019 | $1.2M |
| Mogy Joel R Investment Counsel Inc. | 0.07% | Reduce -0.6% | 19,870 | $1.2M |
| Ruggaard & Associates LLC | 0.54% | No change | 19,840 | $1.2M |
| Legacy Advisors, LLC | 0.14% | No change | 19,835 | $1.2M |
| Carolinas Wealth Consulting LLC | 0.22% | Add +8.0% | 19,680 | $1.2M |
| PBMares Wealth Management LLC | 0.28% | Add +0.0% | 19,631 | $1.1M |
| Tsfg, LLC | 0.27% | Add +11.1% | 19,464 | $1.1M |
| Carmichael Hill & Associates, Inc. | 0.46% | Reduce -3.8% | 19,435 | $1.1M |
| WBH Advisory Inc. | 0.11% | Reduce -3.0% | 19,374 | $1.1M |
| SouthState Bank Corp | 0.08% | Add +8.9% | 19,315 | $1.1M |
| Buttonwood Financial Advisors Inc. | 0.53% | Reduce -0.4% | 19,313 | $1.1M |
| Quantinno Capital Management LP | 0.02% | Add +44.1% | 19,266 | $1.1M |
| Ashton Thomas Securities, LLC | 0.27% | — | 19,470 | $1.1M |
| Donor Advised Charitable Giving, Inc. | 0.03% | Add +5.6% | 19,153 | $1.1M |
| Trustmark Bank Trust Department | 0.09% | Add +9.3% | 19,055 | $1.1M |
| Mma Asset Management LLC | 0.52% | Add +2.2% | 19,047 | $1.1M |
| Patriot Investment Management Group, Inc. | 0.09% | Reduce -5.8% | 18,880 | $1.1M |
| Invst, LLC | 0.12% | Reduce -95.1% | 18,972 | $1.1M |
| Trivium Point Advisory, LLC | 0.16% | Add +8.7% | 18,724 | $1.1M |
| Pioneer Trust Bank N A | 0.30% | Reduce -0.5% | 18,700 | $1.1M |
| First National Advisers, LLC | 0.20% | Add +19.3% | 18,615 | $1.1M |
| Collective Family Office LLC | 0.32% | Add +3.9% | 18,552 | $1.1M |
| Old Port Advisors | 0.32% | Reduce -2.7% | 18,421 | $1.1M |
| Pointe Capital Management LLC | 0.67% | Add +1.9% | 18,415 | $1.1M |
| Texas Capital Bancshares Inc | 0.44% | Add +12.4% | 18,387 | $1.1M |
| Basepoint Wealth LLC | 0.85% | Add +1.2% | 18,372 | $1.1M |
| Insigneo Advisory Services, LLC | 0.12% | Add +11.9% | 18,754 | $1.1M |
| FSC Wealth Advisors, LLC | 0.79% | Add +51.3% | 18,261 | $1.1M |
| Gerber, LLC | 0.84% | No change | 18,255 | $1.1M |
| Empirical Asset Management, LLC | 0.40% | Add +385.8% | 18,125 | $1.1M |
| S.A. Mason LLC | 0.60% | Add +3.5% | 18,121 | $1.1M |
| Quantbot Technologies LP | 0.05% | Add +236.1% | 18,081 | $1.1M |
| Bright Futures Wealth Management, LLC. | 0.57% | Add +1.4% | 17,883 | $1.1M |
| MBA Advisors LLC | 0.54% | Reduce -8.8% | 18,003 | $1.1M |
| Schneider Downs Wealth Management Advisors, LP | 0.23% | Reduce -1.1% | 17,979 | $1.1M |
| First Heartland Consultants, Inc. | 0.10% | Add +6.9% | 17,886 | $1.0M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Reduce -0.7% | 17,767 | $1.0M |
| Willner & Heller, LLC | 0.99% | Reduce -1.5% | 17,693 | $1.0M |
| Northeast Financial Consultants Inc | 0.05% | Add +34.2% | 17,641 | $1.0M |
| One Capital Management, LLC | 0.04% | Add +3.2% | 17,564 | $1.0M |
| LVM Capital Management Ltd. | 0.12% | Reduce -0.0% | 17,469 | $1.0M |
| Edgemoor Investment Advisors, Inc. | 0.10% | Reduce -0.7% | 17,450 | $1.0M |
| Appleton Partners Inc. | 0.08% | No change | 17,433 | $1.0M |
| WoodTrust Financial Corp | 0.16% | New | 17,350 | $1.0M |
| Demars Financial Group, LLC | 0.48% | Add +0.9% | 17,200 | $1.0M |
| Invenio Wealth Partners LLC | 0.50% | Reduce -0.3% | 17,130 | $1.0M |
| Greenwich Wealth Management LLC | 0.07% | No change | 17,125 | $1.0M |
| Retirement Planning Group, LLC | 0.06% | Reduce -6.8% | 17,105 | $1.0M |
| TFG Advisers LLC | 0.39% | Reduce -0.5% | 16,985 | $994K |
| Procyon Advisors, LLC | 0.07% | Reduce -2.8% | 16,979 | $994K |
| High Note Wealth, LLC | 0.30% | Add +0.6% | 16,965 | $993K |
| Summit X, LLC | 0.22% | Reduce -1.1% | 16,922 | $992K |
| Peak Planning Group, LLC | 0.49% | New | 16,891 | $988K |
| Beam Wealth Advisors, Inc. | 0.33% | Reduce -3.9% | 16,850 | $986K |
| Csenge Advisory Group | 0.06% | Reduce -69.1% | 16,831 | $985K |
| Allie Family Office LLC | 0.59% | Reduce -10.6% | 16,769 | $981K |
| New England Asset Management Inc. | 0.17% | Reduce -80.1% | 16,750 | $980K |
| Brookmont Capital Management | 0.53% | Reduce -11.7% | 16,709 | $978K |
| HFG Advisors, Inc. | 0.91% | Reduce -4.6% | 16,685 | $976K |
| Howland Capital Management LLC | 0.05% | Reduce -13.3% | 16,665 | $975K |
| Capital Advisors Wealth Management, LLC | 0.19% | Reduce -2.1% | 16,645 | $974K |
| TNF LLC | 0.36% | Reduce -0.7% | 16,238 | $973K |
| Washington Trust Advisors, Inc. | 0.09% | Add +9.1% | 16,577 | $970K |
| SilverOak Wealth Management LLC | 0.23% | Add +1.7% | 16,531 | $967K |
| Interchange Capital Partners, LLC | 0.35% | Add +10.0% | 16,481 | $964K |
| Hollow Brook Wealth Management LLC | 0.33% | No change | 16,455 | $963K |
| Sageworth Trust Co | 0.06% | Add +267.2% | 16,432 | $962K |
| Evanson Asset Management, LLC | 0.07% | Add +0.1% | 16,392 | $959K |
| Patriot Financial Group Insurance Agency, LLC | 0.14% | Add +23.1% | 16,253 | $951K |
| Traphagen Investment Advisors LLC | 0.10% | Add +0.0% | 16,253 | $951K |
| Cornell Pochily Investment Advisors, Inc. | 0.36% | Add +45.2% | 16,183 | $947K |
| Weaver Consulting Group | 0.33% | Reduce -0.3% | 16,131 | $944K |
| Ipswich Investment Management Co., Inc. | 0.22% | Reduce -2.6% | 16,020 | $937K |
| Focus Financial Network, Inc. | 0.04% | Add +2.9% | 15,229 | $934K |
| AQR Capital Management | 0.00% | Add +4.3% | 15,960 | $934K |
| TBH Global Asset Management, LLC | 0.21% | Reduce -35.9% | 15,860 | $928K |
| Cobblestone Capital Advisors LLC | 0.06% | Add +5.9% | 15,785 | $924K |
| Ritholtz Wealth Management | 0.03% | Add +8.2% | 15,743 | $921K |
| Davies Financial Advisors, Inc. | 0.86% | New | 15,682 | $918K |
| Sovereign Financial Group, Inc. | 0.23% | Reduce -12.8% | 15,648 | $916K |
| Strata Wealth Advisors, LLC | 0.31% | Reduce -1.9% | 15,619 | $914K |
| Greystone Financial Group, LLC | 0.18% | Add +86.0% | 15,548 | $910K |
| Warren Street Wealth Advisors, LLC | 0.45% | No change | 15,531 | $909K |
| Fishman Jay A Ltd. | 0.10% | No change | 15,500 | $907K |
| Meadow Creek Wealth Advisors LLC | 0.86% | Reduce -0.3% | 15,496 | $907K |
| TL Private Wealth | 0.41% | Add +0.1% | 14,532 | $905K |
| Godsey & Gibb, Inc. | 0.09% | Add +6.9% | 15,453 | $904K |
| Invesco Ltd. | 0.00% | Add +25.8% | 15,452 | $904K |
| Signature Estate & Investment Advisors LLC | 0.02% | New | 15,442 | $904K |
| Anchor Investment Management, LLC | 0.09% | Reduce -14.2% | 15,440 | $904K |
| Charter Oak Capital Management, LLC | 0.09% | Reduce -7.7% | 15,421 | $902K |
| Cornerstone Wealth Group, LLC | 0.08% | Reduce -9.6% | 15,385 | $900K |
| Syntrinsic LLC | 0.30% | Add +0.0% | 15,300 | $895K |
| Samalin Investment Counsel, LLC | 0.42% | Reduce -12.6% | 15,288 | $895K |
| Magnolia Capital Advisors LLC | 0.50% | New | 15,287 | $895K |
| North Star Investment Management Corp. | 0.07% | No change | 15,165 | $887K |
| Diversified, LLC | 0.10% | New | 15,130 | $885K |
| Motco | 0.05% | Reduce -6.8% | 15,076 | $882K |
| TCV Trust & Wealth Management, Inc. | 0.08% | Reduce -8.3% | 15,033 | $880K |
| Narwhal Capital Management | 0.08% | Reduce -0.8% | 14,960 | $875K |
| Principle Wealth Partners LLC | 0.07% | Add +0.1% | 14,913 | $873K |
| Conservest Capital Advisors, Inc. | 0.09% | No change | 14,256 | $866K |
| Compound Planning, Inc. | 0.06% | Add +11.6% | 14,794 | $866K |
| WealthShield Partners, LLC | 0.13% | Reduce -0.5% | 14,783 | $865K |
| State of Wisconsin Investment Board | 0.00% | Reduce -87.8% | 14,760 | $864K |
| Almanack Investment Partners, LLC. | 0.15% | Reduce -8.6% | 14,728 | $862K |
| Oliver Lagore Vanvalin Investment Group | 0.25% | Add +14.2% | 14,722 | $862K |
| Moneco Advisors, LLC | 0.13% | Add +1.3% | 14,715 | $861K |
| Laurel Wealth Advisors LLC | 0.15% | Reduce -7.2% | 14,689 | $860K |
| Highland Capital Management, LLC | 0.05% | No change | 14,650 | $857K |
| Wells Financial Advisors INC | 0.56% | Reduce -3.1% | 14,640 | $857K |
| Private Wealth Management Group, LLC | 0.37% | No change | 14,635 | $856K |
| Apollon Financial, LLC | 0.28% | Add +0.1% | 14,627 | $856K |
| Philip James Wealth Mangement, LLC | 0.57% | Reduce -0.5% | 14,598 | $854K |
| Krilogy Financial LLC | 0.06% | Reduce -35.3% | 14,560 | $852K |
| Palisade Capital Management, LP | 0.03% | Add +7.4% | 14,559 | $852K |
| Droms Strauss Advisors Inc. /Mo/ | 0.31% | Reduce -1.9% | 14,534 | $851K |
| Kathleen S. Wright Associates Inc. | 0.39% | Reduce -0.1% | 14,498 | $848K |
| Chatham Capital Group, Inc. | 0.15% | No change | 14,495 | $848K |
| FF Advisors,LLC | 0.60% | No change | 14,485 | $848K |
| CCG Wealth Management, LLC | 0.48% | Reduce -4.5% | 14,404 | $843K |
| Seelaus Asset Management LLC | 0.88% | Reduce -4.2% | 14,378 | $841K |
| Moody LYNN Lieberson & Walker, LLC | 0.05% | Add +0.3% | 14,313 | $838K |
| Moisand Fitzgerald Tamayo, LLC | 0.13% | Reduce -0.7% | 14,285 | $836K |
| Trust Point Inc. | 0.07% | Reduce -0.3% | 14,258 | $834K |
| Venturi Wealth Management, LLC | 0.05% | No change | 14,250 | $834K |
| SteelPeak Wealth, LLC | 0.04% | Add +3.2% | 14,226 | $832K |
| Tyler-Stone Wealth Management | 0.34% | Add +15.6% | 14,178 | $830K |
| Sweeney & Michel, LLC | 0.35% | Add +0.3% | 14,365 | $829K |
| MV Capital Management, Inc. | 0.09% | Add +0.8% | 14,141 | $828K |
| Mullaney, Keating & Wright, Inc. | 0.64% | — | 14,082 | $824K |
| Johnson Bixby & Associates, LLC | 0.14% | Reduce -7.8% | 14,053 | $822K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.14% | Add +1.1% | 14,005 | $820K |
| Hilltop Wealth Advisors, LLC | 0.41% | Reduce -1.6% | 13,930 | $815K |
| Quotient Wealth Partners, LLC | 0.03% | Reduce -32.1% | 13,890 | $813K |
| Christensen, King & Associates Investment Services, Inc. | 0.40% | Add +0.0% | 13,890 | $813K |
| Signaturefd, LLC | 0.02% | Add +2.6% | 13,883 | $812K |
| Nemes Rush Group LLC | 0.11% | Reduce -1.9% | 13,882 | $812K |
| Verus Capital Partners, LLC | 0.08% | Add +1.6% | 13,823 | $809K |
| Archvest Wealth Advisors, Inc. | 0.53% | Reduce -4.1% | 13,895 | $805K |
| Whitaker-Myers Wealth Managers, LTD. | 0.30% | Reduce -12.9% | 13,702 | $802K |
| Financial Insights, Inc. | 0.22% | Reduce -2.9% | 13,698 | $802K |
| Kooman & Associates | 0.32% | Add +1.9% | 13,668 | $800K |
| GDS Wealth Management | 0.09% | Reduce -1.9% | 13,659 | $799K |
| Zega Financial, LLC | 0.29% | New | 13,645 | $799K |
| Beacon Investment Advisory Services, Inc. | 0.03% | No change | 13,645 | $799K |
| Next Level Private LLC | 0.36% | Add +0.3% | 13,609 | $796K |
| Becker Capital Management Inc. | 0.03% | Add +45.5% | 13,580 | $795K |
| Latitude Advisors, LLC | 0.48% | Reduce -9.0% | 13,570 | $794K |
| Rakuten Investment Management, Inc. | 0.01% | No change | 13,595 | $794K |
| Yarger Wealth Strategies, LLC | 0.48% | Add +0.3% | 13,541 | $792K |
| Sepio Capital, LP | 0.07% | Add +2.4% | 13,522 | $791K |
| Strategies Wealth Advisors, LLC | 0.12% | Reduce -10.4% | 13,504 | $790K |
| Lakeridge Wealth Management LLC | 0.47% | Add +7.1% | 13,476 | $789K |
| Garrison Point Advisors, LLC | 0.52% | Reduce -29.8% | 13,475 | $789K |
| Aveo Capital Partners, LLC | 0.09% | Add +0.4% | 13,443 | $787K |
| Shepherd Financial Partners LLC | 0.10% | Reduce -0.8% | 13,440 | $787K |
| EnRich Financial Partners LLC | 0.29% | Add +15.7% | 13,437 | $786K |
| Clearstead Trust, LLC | 0.20% | Add +0.6% | 13,433 | $786K |
| Thompson Investment Management, Inc. | 0.12% | Add +0.4% | 13,391 | $784K |
| Boyd Watterson Asset Management LLC | 0.23% | No change | 13,335 | $780K |
| Wealthcare Capital Management LLC | 0.08% | Reduce -26.1% | 13,332 | $780K |
| Prostatis Group LLC | 0.27% | Add +8.5% | 13,260 | $776K |
| Scotia Capital Inc. | 0.00% | Reduce -7.4% | 13,237 | $775K |
| Rosenblum Silverman Sutton S F Inc. | 0.21% | No change | 13,235 | $775K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Reduce -11.7% | 13,234 | $774K |
| Gemmer Asset Management LLC | 0.08% | Add +3.5% | 13,231 | $774K |
| Bragg Financial Advisors, Inc | 0.03% | Reduce -3.4% | 13,114 | $767K |
| Legacy Financial Advisors, Inc. | 0.14% | Reduce -73.1% | 13,096 | $766K |
| Sheaff Brock Investment Advisors, LLC | 0.07% | No change | 13,045 | $763K |
| Somerset Trust Co | 0.31% | No change | 13,041 | $763K |
| Checchi Capital Advisers, LLC | 0.06% | Reduce -11.1% | 13,010 | $761K |
| Pacific Sun Financial Corp | 0.45% | No change | 12,945 | $758K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +12.1% | 12,907 | $755K |
| RiverFront Investment Group, LLC | 0.02% | Add +243.0% | 12,897 | $755K |
| Hamilton Capital, LLC | 0.06% | Add +0.2% | 12,839 | $751K |
| Merriman Wealth Management, LLC | 0.03% | Add +7.4% | 12,837 | $751K |
| ABLE Financial Group, LLC | 0.27% | Reduce -13.3% | 12,781 | $748K |
| Waterloo Capital, L.P. | 0.09% | Add +23.9% | 12,780 | $748K |
| Horizons Wealth Management | 0.59% | Add +400.0% | 12,370 | $745K |
| S.E.E.D. Planning Group LLC | 0.27% | Reduce -17.0% | 12,731 | $745K |
| OMNI 360 Wealth, Inc. | 0.56% | Reduce -11.4% | 12,704 | $743K |
| PFG Investments, LLC | 0.05% | Reduce -79.1% | 12,633 | $739K |
| ZWJ Investment Counsel Inc. | 0.03% | No change | 12,570 | $736K |
| Cassaday & Co Wealth Management LLC | 0.02% | No change | 12,540 | $734K |
| Walled Lake Planning & Wealth Management, LLC | 0.30% | Add +2.6% | 12,539 | $734K |
| Plancorp, LLC | 0.03% | Add +2.5% | 12,525 | $733K |
| Sage Capital Advisors,llc | 0.21% | Add +0.3% | 12,515 | $732K |
| Wealth Dimensions Group, Ltd. | 0.21% | Add +0.0% | 12,491 | $731K |
| BKM Wealth Management, LLC | 0.35% | Reduce -0.1% | 12,484 | $731K |
| Stephens Consulting, LLC | 0.21% | Reduce -5.4% | 12,482 | $730K |
| Main Street Financial Solutions, LLC | 0.07% | Reduce -6.5% | 12,473 | $730K |
| Truepoint, Inc. | 0.02% | Add +5.1% | 12,445 | $728K |
| Shelton Wealth Management, LLC | 0.44% | Add +2.3% | 12,439 | $728K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.23% | New | 12,426 | $727K |
| Strategic Advocates LLC | 0.29% | Reduce -44.1% | 12,397 | $725K |
| Alerus Financial NA | 0.05% | No change | 12,350 | $723K |
| Courage Miller Partners, LLC | 0.26% | Add +0.1% | 12,319 | $721K |
| Morris Financial Concepts, Inc. | 0.34% | Reduce -1.6% | 12,309 | $720K |
| LM Advisors LLC | 0.14% | Reduce -5.8% | 12,300 | $720K |
| Columbia Bank | 0.28% | Reduce -0.4% | 12,295 | $720K |
| Ironwood Investment Counsel, LLC | 0.13% | Add +1.7% | 12,270 | $718K |
| Plante Moran Financial Advisors, LLC | 0.07% | Reduce -7.1% | 12,255 | $717K |
| Westmount Partners, LLC | 0.24% | Add +0.1% | 12,353 | $716K |
| Sharkey, Howes & Javer | 0.12% | Add +0.0% | 12,219 | $715K |
| Thomasville National Bank | 0.06% | Reduce -13.0% | 12,168 | $712K |
| Legacy Financial Group LLC | 0.14% | Reduce -9.0% | 12,159 | $712K |
| SFG Wealth Management, LLC. | 0.41% | Reduce -1.0% | 12,158 | $711K |
| Glen Eagle Advisors, LLC | 0.13% | Add +2.8% | 12,128 | $710K |
| Patten & Patten Inc. | 0.05% | Reduce -3.1% | 12,105 | $708K |
| PAX Financial Group, LLC | 0.14% | Add +6.5% | 12,066 | $706K |
| Relyea Zuckerberg Hanson LLC | 0.12% | Add +0.3% | 12,042 | $705K |
| Realta Investment Advisors | 0.14% | Add +17.2% | 12,032 | $704K |
| Luminvest Wealth Management LLC | 0.33% | No change | 11,914 | $703K |
| EagleClaw Capital Managment, LLC | 0.13% | No change | 11,990 | $702K |
| SC&H Financial Advisors, Inc. | 0.17% | Add +17.6% | 11,970 | $700K |
| Howard Financial Services, LTD. | 0.11% | Reduce -7.3% | 11,883 | $695K |
| Carret Asset Management, LLC | 0.08% | Add +11.2% | 11,865 | $694K |
| Waters Parkerson & Co., LLC | 0.04% | Add +3.6% | 11,860 | $694K |
| New Insight Wealth Advisors | 0.41% | Add +6.5% | 11,825 | $692K |
| NWK Group, Inc. | 0.29% | Add +0.9% | 11,809 | $691K |
| Prosperity Consulting Group, LLC | 0.09% | Add +58.1% | 11,785 | $690K |
| Cardiff Park Advisors, LLC | 0.07% | Add +0.1% | 11,771 | $689K |
| Intergy Private Wealth, LLC | 0.28% | Add +0.0% | 11,759 | $688K |
| Intelligence Driven Advisers, LLC | 0.10% | Add +0.3% | 11,720 | $686K |
| Primoris Wealth Advisors, LLC | 0.55% | No change | 11,695 | $684K |
| Investment Research & Advisory Group, Inc. | 0.30% | Add +0.7% | 11,677 | $683K |
| Dearborn Partners LLC | 0.03% | Add +25.9% | 11,674 | $683K |
| Summit Asset Management, LLC | 0.08% | Add +5.2% | 11,655 | $682K |
| Cambridge Capital Management, LLC | 0.50% | Add +0.1% | 11,618 | $680K |
| Davidson Trust Co. | 0.47% | Reduce -2.7% | 11,612 | $680K |
| First National Bank Sioux Falls | 0.35% | No change | 11,575 | $677K |
| Elk River Wealth Management LLC | 0.13% | Reduce -1.1% | 11,570 | $677K |
| Oakwell Private Wealth Management, LLC | 0.19% | No change | 11,551 | $676K |
| Seneca House Advisors | 0.29% | Reduce -7.8% | 11,544 | $676K |
| Hoxton Planning & Management, LLC | 0.31% | Reduce -4.7% | 11,502 | $673K |
| Fusion Family Wealth, LLC | 0.07% | Add +1.9% | 11,474 | $671K |
| Rise Advisors, LLC | 0.35% | Add +0.3% | 11,395 | $667K |
| American State Bank (Iowa) | 0.43% | Add +0.4% | 11,379 | $666K |
| McRae Capital Management Inc. | 0.15% | Add +0.5% | 11,366 | $665K |
| Kwmg, LLC | 0.07% | Reduce -6.0% | 11,352 | $664K |
| Sunpointe, LLC | 0.43% | New | 11,348 | $664K |
| Marathon Strategic Advisors, LLC | 0.77% | New | 11,330 | $663K |
| Peachtree Investment Partners, LLC | 0.26% | Add +0.8% | 11,260 | $659K |
| Clearbridge Investments, LLC | 0.00% | Add +2.4% | 11,175 | $654K |
| Stage Harbor Financial, LLC | 0.63% | Reduce -3.6% | 11,175 | $654K |
| Brandywine Oak Private Wealth LLC | 0.07% | Reduce -0.3% | 11,145 | $652K |
| SIMA Wealth Partners, LLC | 0.62% | — | 11,140 | $652K |
| Clarkston Capital Partners, LLC | 0.01% | No change | 11,125 | $651K |
| Peterson Wealth Advisors, LLC | 0.14% | Add +0.3% | 11,123 | $651K |
| Blueprint Investment Partners LLC | 0.14% | Reduce -4.6% | 11,105 | $650K |
| Key Financial Inc | 0.15% | Add +3.1% | 11,043 | $646K |
| American Money Management, LLC | 0.14% | Add +0.1% | 11,029 | $645K |
| Strategic Advisors LLC | 0.13% | Reduce -33.5% | 11,010 | $644K |
| J. W. Coons Advisors, LLC | 0.12% | Reduce -0.0% | 10,985 | $643K |
| Freestone Capital Holdings, LLC | 0.02% | Add +8.3% | 10,984 | $643K |
| Carl P. Sherr & Co., LLC | 0.36% | No change | 10,978 | $642K |
| WPWealth LLP | 0.15% | Reduce -1.7% | 10,946 | $641K |
| Clarity Capital Advisors, LLC | 0.49% | Add +0.3% | 10,939 | $640K |
| Adirondack Trust Co. | 0.26% | No change | 10,892 | $637K |
| KFG Wealth Management, LLC | 0.25% | Add +19.7% | 10,867 | $636K |
| Oak Asset Management, LLC | 0.23% | Reduce -2.3% | 10,865 | $636K |
| Planned Solutions, Inc. | 0.31% | Add +0.2% | 10,861 | $636K |
| SeaCrest Wealth Management, LLC | 0.07% | Reduce -25.1% | 10,825 | $633K |
| Opus Capital Group, LLC | 0.09% | Reduce -0.8% | 10,791 | $631K |
| Olde Wealth Management, LLC | 0.24% | Reduce -1.0% | 10,776 | $630K |
| Tennessee Valley Asset Management Partners | 0.12% | Reduce -8.1% | 10,758 | $630K |
| Raymond James Trust Co. of NH | 5.86% | Reduce -0.9% | 10,757 | $630K |
| Spotlight Asset Group, Inc. | 0.44% | Reduce -2.1% | 10,725 | $628K |
| Indiana Trust & Investment Management Co | 0.23% | Reduce -6.5% | 10,720 | $627K |
| Keystone Wealth Services, LLC | 0.20% | No change | 10,711 | $627K |
| Graybill Wealth Management, LTD. | 0.25% | Add +71.4% | 10,636 | $622K |
| Fortis Group Advisors, LLC | 0.12% | Add +2.3% | 10,629 | $622K |
| HHM Wealth Advisors, LLC | 0.09% | Add +1.9% | 10,623 | $622K |
| Equita Financial Network, Inc. | 0.26% | New | 10,617 | $621K |
| Stonebrook Private Inc. | 0.18% | Reduce -16.7% | 10,603 | $620K |
| Maltin Wealth Management, Inc. | 0.33% | Reduce -5.0% | 10,590 | $620K |
| Weatherly Asset Management L. P. | 0.06% | Reduce -2.1% | 10,575 | $619K |
| Mitchell Capital Management Co. | 0.11% | Reduce -1.7% | 10,573 | $619K |
| Sawgrass Asset Management LLC | 0.07% | Add +48.4% | 10,535 | $617K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 10,520 | $616K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +28.9% | 10,486 | $614K |
| FourThought Financial Partners, LLC | 0.08% | Reduce -0.6% | 10,471 | $613K |
| Facet Wealth, Inc. | 0.02% | Add +57.3% | 9,942 | $612K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.07% | Reduce -15.2% | 10,436 | $611K |
| FSB Premier Wealth Management, Inc. | 0.27% | Reduce -9.7% | 10,396 | $608K |
| Paladin Advisory Group, LLC | 0.47% | Reduce -0.6% | 10,482 | $608K |
| Howard Wealth Management, LLC | 0.48% | Add +0.1% | 10,377 | $607K |
| Bill Few Associates, Inc. | 0.23% | Reduce -8.2% | 10,376 | $607K |
| Insight Advisors, LLC/ PA | 0.11% | Add +1.6% | 10,349 | $606K |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | Add +3.7% | 10,337 | $605K |
| Global Wealth Strategies & Associates | 0.22% | Reduce -4.8% | 10,330 | $605K |
| Redhawk Wealth Advisors, Inc. | 0.09% | Add +0.1% | 10,328 | $604K |
| Bath Savings Trust Co | 0.06% | Add +1.2% | 10,328 | $604K |
| Absolute Capital Management, LLC | 0.37% | New | 10,311 | $603K |
| Emprise Bank | 0.37% | No change | 10,275 | $601K |
| Seeds Investor LLC | 0.31% | Add +100.1% | 10,273 | $601K |
| Austin Private Wealth, LLC | 0.06% | Reduce -10.9% | 10,268 | $601K |
| Terril Brothers, Inc. | 0.22% | No change | 10,260 | $600K |
| Nicolet Bankshares Inc. | 0.13% | Add +2.1% | 10,260 | $600K |
| Romano Brothers and Company | 0.08% | Add +0.5% | 10,149 | $594K |
| Jackson Hole Capital Partners, LLC | 0.13% | Reduce -2.3% | 10,146 | $594K |
| Clark Capital Management Group, Inc. | 0.00% | Add +10.7% | 10,107 | $591K |
| Napatree Capital LLC | 0.48% | Reduce -0.5% | 10,105 | $591K |
| High Falls Advisors, Inc | 0.14% | Add +2.6% | 10,095 | $591K |
| Aviance Capital Partners, LLC | 0.08% | No change | 10,085 | $590K |
| Richardson Financial Services Inc. | 0.42% | Reduce -0.3% | 10,045 | $588K |
| Zullo Investment Group, Inc. | 0.26% | Reduce -6.4% | 10,027 | $587K |
| KMG Fiduciary Partners, LLC | 0.06% | Add +9.4% | 10,005 | $586K |
| Guyasuta Investment Advisors Inc. | 0.04% | No change | 2,106 | $584K |
| Fort Point Capital Partners LLC | 0.07% | Reduce -5.5% | 9,955 | $583K |
| Wallace Advisory Group, LLC | 0.42% | Add +370.3% | 9,937 | $581K |
| CFM Wealth Partners LLC | 0.11% | No change | 9,895 | $579K |
| GW&K Investment Management, LLC | 0.01% | Add +9.4% | 9,900 | $579K |
| Gen-Wealth Partners Inc | 0.28% | Add +504.9% | 9,830 | $575K |
| Farmers National Bank | 0.17% | Reduce -0.4% | 9,813 | $574K |
| Melone Private Wealth, LLC | 0.34% | Reduce -2.8% | 9,791 | $573K |
| Guardian Wealth Advisors, LLC / NC | 0.07% | Reduce -0.6% | 9,784 | $573K |
| International Private Wealth Advisors LLC | 0.96% | Reduce -8.3% | 9,708 | $568K |
| Security Benefit Life Insurance Co. | 0.19% | Reduce -3.0% | 9,700 | $568K |
| New Potomac Partners, LLC | 0.31% | Reduce -0.5% | 9,676 | $566K |
| Athena Investment Management | 0.34% | No change | 9,649 | $565K |
| Gratus Capital, LLC | 0.02% | Add +107.9% | 9,635 | $564K |
| Ballast, Inc. | 0.17% | Add +0.6% | 9,626 | $563K |
| Ethos Financial Group, LLC | 0.10% | Add +5.0% | 9,588 | $561K |
| Dumont & Blake Investment Advisors LLC | 0.08% | Add +100.0% | 9,572 | $560K |
| Edmond DE Rothschild Holding S.A. | 0.01% | Reduce -2.3% | 9,530 | $558K |
| Juncture Wealth Strategies, LLC | 0.23% | Reduce -12.8% | 9,525 | $557K |
| Warner Financial, Inc. | 0.27% | Add +1.6% | 9,511 | $557K |
| Eq LLC | 0.33% | Add +0.1% | 9,510 | $557K |
| Selective Wealth Management, Inc. | 0.24% | Reduce -2.2% | 9,635 | $556K |
| Mendota Financial Group, LLC | 0.30% | No change | 9,464 | $554K |
| JMG Financial Group, Ltd. | 0.02% | Add +5.6% | 9,457 | $553K |
| First Manhattan Co. Llc. | 0.00% | Reduce -16.0% | 9,420 | $551K |
| FWG Holdings, LLC | 0.28% | Reduce -1.3% | 9,002 | $550K |
| Sierra Summit Advisors LLC | 0.14% | Add +113.6% | 9,400 | $550K |
| Blue Trust, Inc. | 0.01% | Add +10.0% | 9,011 | $547K |
| Nicholas Hoffman & Company, LLC. | 0.03% | Reduce -0.3% | 9,328 | $546K |
| Meridian Investment Counsel Inc. | 0.17% | No change | 9,315 | $545K |
| Swmg, LLC | 0.24% | Add +12.9% | 9,298 | $544K |
| Private Wealth Partners, LLC | 0.04% | No change | 9,295 | $544K |
| Founders Financial Alliance, LLC | 0.16% | Reduce -15.9% | 9,263 | $542K |
| Aurora Private Wealth, Inc. | 0.47% | Add +0.1% | 9,258 | $542K |
| Lam Group, Inc. | 0.46% | No change | 9,250 | $541K |
| Wolff Wiese Magana LLC | 0.43% | Add +109.0% | 9,187 | $538K |
| Tyche Wealth Partners LLC | 0.13% | Reduce -3.9% | 9,186 | $538K |
| Running Point Capital Advisors, LLC | 0.22% | Add +1.1% | 9,185 | $538K |
| Goodman Financial Corp | 0.12% | New | 9,165 | $536K |
| Inspire Advisors, LLC | 0.07% | Add +90.7% | 9,164 | $536K |
| Hobbs Group Advisors, LLC | 0.20% | — | 9,118 | $534K |
| Security National Bank | 0.08% | No change | 9,100 | $533K |
| Prosperity Planning, Inc. | 0.18% | No change | 9,084 | $532K |
| Patton Albertson Miller Group, LLC | 0.08% | No change | 9,060 | $530K |
| City State Bank | 0.22% | Add +1.2% | 9,020 | $528K |
| Tilia Fiduciary Partners, Inc. | 0.41% | Add +1.1% | 9,014 | $528K |
| Adaptive Financial Consulting, LLC | 0.23% | Reduce -7.9% | 9,013 | $527K |
| Lazard Freres Gestion S.A.S. | 0.01% | No change | 9,050 | $527K |
| Wynn Capital, LLC | 0.39% | No change | 8,985 | $526K |
| Geller Advisors LLC | 0.04% | No change | 8,930 | $523K |
| Valued Retirements, Inc. | 0.79% | New | 8,901 | $521K |
| Dimension Capital Management LLC | 0.10% | No change | 8,820 | $516K |
| Collaborative Wealth Managment Inc. | 0.25% | Add +4.3% | 8,808 | $515K |
| Clear Harbor Asset Management, LLC | 0.04% | Reduce -0.4% | 8,770 | $513K |
| Spirit of America Management Corp. | 0.10% | Add +170.6% | 8,741 | $512K |
| Transatlantique Private Wealth LLC | 0.21% | Add +1.4% | 8,740 | $511K |
| Stanley-Laman Group, Ltd. | 0.07% | Add +13.1% | 8,731 | $511K |
| Wick Capital Partners, LLC | 0.18% | Reduce -3.5% | 8,704 | $509K |
| Oxinas Partners, LLC | 0.34% | Reduce -17.3% | 8,685 | $508K |
| Cutler Investment Counsel LLC | 0.07% | No change | 8,675 | $508K |
| Stone House Investment Management, LLC | 0.13% | Reduce -1.6% | 8,633 | $505K |
| Clear Point Advisors Inc. | 0.41% | Add +4.1% | 8,596 | $503K |
| Breed's Hill Capital LLC | 0.44% | No change | 8,550 | $500K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.12% | No change | 8,525 | $499K |
| WNY Asset Management, LLC | 0.07% | No change | 8,518 | $498K |
| Financial Futures Ltd Liability Co. | 0.31% | No change | 8,512 | $498K |
| Melfa Wealth Management, Inc. | 0.35% | Add +6.4% | 8,491 | $497K |
| Ridgewood Investments LLC | 0.25% | Reduce -1.8% | 8,485 | $497K |
| Hummer Financial Advisory Services Inc | 0.43% | No change | 8,460 | $495K |
| Sterling Investment Advisors, Ltd. | 0.13% | No change | 8,410 | $492K |
| Sage Rhino Capital LLC | 0.12% | No change | 8,400 | $492K |
| Burney Co./ | 0.02% | Add +0.0% | 8,378 | $490K |
| Girard Partners LTD. | 0.05% | Reduce -6.0% | 8,376 | $490K |
| Uptick Partners, LLC | 0.38% | Reduce -4.2% | 8,051 | $489K |
| Sound Income Strategies, LLC | 0.03% | Add +4184.1% | 8,354 | $489K |
| Cassady Schiller Wealth Management, LLC | 0.20% | No change | 8,348 | $489K |
| Shufro Rose & Co. LLC | 0.04% | Add +4.9% | 8,340 | $488K |
| FWG Investments, LLC. | 0.49% | Add +4.9% | 8,332 | $488K |
| Norden Group LLC | 0.10% | Reduce -16.9% | 8,316 | $487K |
| First Trust Direct Indexing L.P. | 0.03% | Reduce -6.0% | 8,313 | $486K |
| CHURCHILL MANAGEMENT Corp | 0.01% | New | 8,280 | $485K |
| Seven Mile Advisory | 0.36% | Add +3.4% | 8,278 | $484K |
| 180 Wealth Advisors, LLC | 0.08% | Reduce -1.6% | 8,090 | $484K |
| Pacific Global Investment Management Co. | 0.09% | No change | 8,250 | $483K |
| Strategic Financial Partners, Ltd. | 0.27% | No change | 8,230 | $482K |
| Kelleher Financial Advisors | 0.20% | No change | 8,225 | $481K |
| Alta Wealth Advisors LLC | 0.24% | Add +10.6% | 8,217 | $481K |
| Syntegra Private Wealth Group, LLC | 0.06% | Reduce -2.6% | 8,214 | $481K |
| Southland Equity Partners LLC | 0.14% | Reduce -1.1% | 8,190 | $479K |
| Stokes Family Office, LLC | 0.06% | Add +0.2% | 8,166 | $478K |
| Fort Sheridan Advisors LLC | 0.08% | Add +0.4% | 8,159 | $477K |
| Stevens Capital Partners | 0.25% | Add +0.5% | 8,142 | $476K |
| Fort Pitt Capital Group, LLC | 0.01% | Reduce -4.4% | 8,140 | $476K |
| Towerpoint Wealth, LLC | 0.24% | Reduce -14.9% | 8,104 | $474K |
| William Howard & Co Financial Advisors Inc | 0.44% | Add +32.2% | 8,084 | $473K |
| Sandhill Capital Partners LLC | 0.04% | Add +3.0% | 8,078 | $473K |
| HUB Investment Partners, LLC | 0.02% | Add +5.0% | 8,063 | $472K |
| First Commonwealth Financial Corp | 0.12% | New | 8,045 | $471K |
| Lewis Asset Management, LLC | 0.36% | Add +8.2% | 8,032 | $470K |
| Augustine Asset Management Inc. | 0.18% | No change | 8,010 | $469K |
| Everett Harris & Co. | 0.01% | No change | 8,010 | $469K |
| Compass Ion Advisors, LLC | 0.07% | No change | 7,714 | $469K |
| Haverford Financial Services, Inc. | 0.14% | No change | 8,000 | $468K |
| Hazlett, Burt & Watson, Inc. | 0.24% | Reduce -5.3% | 7,956 | $467K |
| Martin Capital Advisors, LLP | 0.35% | No change | 7,975 | $467K |
| Roman Butler Fullerton & Co. | 0.15% | Add +0.8% | 7,986 | $466K |
| Global Strategic Investment Solutions, LLC | 0.06% | Add +0.3% | 7,967 | $466K |
| First PREMIER Bank | 0.12% | No change | 7,965 | $466K |
| Wealthgarden F.S. LLC | 0.49% | — | 7,900 | $462K |
| 49 Wealth Management, LLC | 0.09% | Reduce -20.4% | 7,937 | $460K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.12% | New | 7,860 | $460K |
| Albion Financial Group | 0.03% | Reduce -5.9% | 7,795 | $456K |
| World Equity Group, Inc. | 0.14% | Reduce -50.1% | 7,766 | $454K |
| Wealth Management Associates, Inc. | 0.21% | No change | 7,756 | $454K |
| Drexel Morgan & Co. | 0.10% | No change | 7,755 | $454K |
| Fermata Advisors, LLC | 0.10% | Add +2.5% | 7,752 | $454K |
| Peak Asset Management, LLC | 0.09% | Reduce -16.8% | 7,750 | $454K |
| NCM Capital Management, LLC | 0.24% | No change | 7,750 | $454K |
| Eight 31 Financial, LLC | 0.35% | Add +105.4% | 7,746 | $453K |
| IMS Capital Management | 0.21% | No change | 7,515 | $453K |
| Fortis Capital Advisors, LLC | 0.16% | Add +17.9% | 7,729 | $452K |
| Dagco, Inc. | 0.20% | No change | 7,715 | $451K |
| Tradewinds, LLC. | 0.14% | New | 7,705 | $451K |
| Hall Kathryn A. | 0.10% | No change | 7,700 | $451K |
| Staley Capital Advisers Inc. | 0.02% | Add +2.1% | 7,680 | $449K |
| SP Asset Management LLC | 0.04% | Add +10.5% | 7,680 | $449K |
| Main Street Group, LTD | 0.21% | Reduce -6.8% | 7,743 | $449K |
| Concentric Wealth Management, LLC | 0.12% | No change | 7,655 | $448K |
| Marble Harbor Investment Counsel, LLC | 0.05% | No change | 7,635 | $447K |
| Paulson Wealth Management Inc. | 0.13% | No change | 7,624 | $446K |
| Personal Cfo Solutions, LLC | 0.07% | Add +19.9% | 7,572 | $443K |
| Bogart Wealth, LLC | 0.02% | Reduce -6.3% | 7,561 | $442K |
| J. L. Bainbridge & Co., Inc. | 0.04% | Reduce -30.1% | 7,550 | $442K |
| WealthPLAN Partners, LLC | 0.05% | Reduce -68.7% | 7,526 | $440K |
| Eagle Ridge Investment Management | 0.04% | Add +14.0% | 7,520 | $440K |
| Selway Asset Management | 0.18% | No change | 7,500 | $439K |
| Tradition Wealth Management, LLC | 0.04% | Add +5.0% | 7,466 | $437K |
| Modern Wealth Management, LLC | 0.03% | Add +24.8% | 7,454 | $436K |
| Northwest Capital Management Inc | 0.16% | Reduce -0.5% | 7,445 | $436K |
| Avion Wealth | 0.12% | Reduce -17.0% | 7,435 | $435K |
| Ti-Trust, Inc. | 0.33% | No change | 7,425 | $435K |
| Acorn Financial Advisory Services Inc. | 0.08% | Reduce -11.5% | 7,408 | $434K |
| Values Added Financial LLC | 0.31% | Add +12.6% | 7,401 | $433K |
| McIlrath & Eck, LLC | 0.06% | Reduce -3.1% | 7,397 | $433K |
| Peterson Wealth Services | 0.15% | Reduce -13.7% | 7,383 | $432K |
| Xponance LLC | 0.00% | New | 7,379 | $432K |
| Scissortail Wealth Management, LLC | 0.11% | No change | 7,375 | $432K |
| Maripau Wealth Management LLC | 0.29% | Reduce -20.9% | 7,369 | $431K |
| LaSalle St. Investment Advisors, LLC | 0.22% | Add +70.5% | 7,368 | $431K |
| Performance Wealth Partners, LLC | 0.02% | No change | 7,355 | $430K |
| Powell Investment Advisors, LLC | 0.22% | Add +0.2% | 7,345 | $430K |
| IAG Wealth Partners, LLC | 0.09% | Add +20.7% | 7,340 | $430K |
| Smith Salley Wealth Management | 0.03% | Add +12.3% | 7,330 | $429K |
| Rollins Financial Advisors, LLC | 0.07% | Reduce -39.2% | 7,325 | $429K |
| Nicolet Advisory Services, LLC | 0.04% | Add +7.5% | 7,330 | $428K |
| Clear Creek Financial Management, LLC | 0.05% | Add +0.7% | 6,231 | $427K |
| Operose Advisors LLC | 0.15% | Add +0.1% | 7,292 | $427K |
| Grant Street Asset Management, Inc. | 0.13% | Add +1.8% | 7,227 | $423K |
| Mason Investment Advisory Services, Inc. | 0.03% | Add +8.6% | 7,208 | $422K |
| CapWealth Advisors, LLC | 0.05% | Add +19.8% | 7,205 | $422K |
| Florida Trust Wealth Management Co | 0.01% | Add +9.8% | 7,200 | $421K |
| My Personal CFO, LLC | 0.22% | No change | 7,180 | $420K |
| Pension & Wealth Management Advisors, Inc. | 0.24% | No change | 7,170 | $420K |
| Heritage Trust Co | 0.06% | Add +10.1% | 7,150 | $418K |
| DDD Partners, LLC | 0.05% | Add +0.0% | 7,141 | $418K |
| Capital Planning LLC | 0.13% | No change | 7,140 | $418K |
| Ardent Capital Management, Inc. | 0.20% | Reduce -26.9% | 7,120 | $417K |
| Rappaport Reiches Capital Management, LLC | 0.12% | No change | 7,120 | $417K |
| Tempus Wealth Planning, LLC | 0.17% | Reduce -12.1% | 7,058 | $413K |
| Defined Wealth Management, LLC | 0.29% | Reduce -0.7% | 7,038 | $412K |
| Falcon Wealth Planning | 0.05% | No change | 7,015 | $411K |
| ARS Investment Partners, LLC | 0.04% | No change | 7,000 | $410K |
| Mason & Associates Inc | 0.11% | Reduce -8.9% | 6,988 | $409K |
| McElhenny Sheffield Capital Management, LLC | 0.14% | Add +5.7% | 6,953 | $407K |
| Innealta Capital, LLC | 0.14% | Reduce -9.6% | 6,952 | $407K |
| Occidental Asset Management, LLC | 0.07% | Reduce -2.6% | 6,948 | $407K |
| Greenhouse Wealth Management, LLC | 0.30% | Add +0.3% | 6,945 | $406K |
| Sunburst Financial Group, LLC | 0.11% | Add +2.2% | 6,935 | $406K |
| Live Oak Private Wealth LLC | 0.07% | Add +5.5% | 6,895 | $403K |
| Keebeck Wealth Management | 0.06% | Reduce -11.3% | 6,885 | $403K |
| TriaGen Wealth Management LLC | 0.15% | Add +76.3% | 6,857 | $401K |
| Peregrine Asset Advisers, Inc. | 0.16% | No change | 6,855 | $401K |
| BCGM Wealth Management, LLC | 0.14% | Reduce -12.1% | 6,827 | $400K |
| Whalerock Point Partners, LLC | 0.11% | Reduce -4.8% | 6,820 | $399K |
| Raffa Wealth Management, LLC | 0.11% | Add +2682.4% | 6,817 | $399K |
| Donaldson Capital Management, LLC | 0.02% | New | 6,801 | $398K |
| Meridian Financial Partners LLC | 0.24% | New | 6,535 | $396K |
| Optimum Investment Advisors | 0.18% | No change | 6,760 | $396K |
| LexAurum Advisors, LLC | 0.10% | Reduce -7.4% | 6,749 | $395K |
| Financial Guidance Group, Inc. | 0.24% | No change | 6,740 | $394K |
| Center For Asset Management LLC | 0.26% | No change | 6,735 | $394K |
| Russell Investments Group, Ltd. | 0.00% | Add +110.7% | 6,702 | $392K |
| AlphaStar Capital Management, LLC | 0.04% | Add +24.0% | 6,691 | $392K |
| One Wealth Management Investment & Advisory Services, LLC | 0.16% | Reduce -1.8% | 6,687 | $391K |
| Safeguard Financial, LLC | 0.11% | Add +0.0% | 6,683 | $391K |
| Friedenthal Financial | 0.24% | Reduce -16.1% | 6,677 | $391K |
| Rothschild Capital Partners, LLC | 0.11% | Add +7.2% | 6,640 | $389K |
| Harmony Asset Management LLC | 0.16% | Add +0.2% | 6,632 | $388K |
| Schnieders Capital Management LLC | 0.08% | Reduce -10.2% | 6,585 | $385K |
| Capital Wealth Management, LLC | 0.18% | Reduce -22.6% | 6,567 | $384K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -1.9% | 6,170 | $384K |
| Inspire Trust Co, N.A. | 0.13% | New | 6,550 | $383K |
| Onyx Bridge Wealth Group LLC | 0.06% | Add +0.0% | 6,542 | $383K |
| Dopkins Wealth Management, LLC | 0.23% | No change | 6,535 | $382K |
| Transform Wealth, LLC | 0.03% | Reduce -5.6% | 6,526 | $382K |
| Kings Path Partners LLC | 0.18% | — | 6,515 | $381K |
| Legacy PCG, LLC | 0.24% | Reduce -0.6% | 6,513 | $381K |
| Princeton Global Asset Management LLC | 0.08% | Add +7.8% | 6,465 | $378K |
| Morton Brown Family Wealth, LLC | 0.15% | Reduce -26.6% | 6,234 | $378K |
| McDaniel Terry & Co. | 0.03% | No change | 6,440 | $377K |
| Provenance Wealth Advisors, LLC | 0.05% | Add +46.8% | 6,426 | $376K |
| Foster & Motley Inc. | 0.03% | Add +9.9% | 6,420 | $376K |
| Lion Street Advisors, LLC | 0.14% | Add +389.4% | 6,406 | $375K |
| Archer Investment Corp | 0.11% | No change | 6,394 | $374K |
| Berkeley Capital Partners, LLC | 0.11% | Reduce -4.0% | 6,391 | $374K |
| Kingfisher Capital LLC | 0.09% | Add +0.3% | 6,390 | $374K |
| Foster Victor Wealth Advisors, LLC | 0.03% | Add +63.9% | 5,989 | $373K |
| Range Financial Group LLC | 0.19% | Reduce -6.2% | 6,371 | $373K |
| L.M. Kohn & Company | 0.10% | Reduce -10.4% | 6,150 | $373K |
| F/m Investments LLC | 0.01% | New | 6,365 | $372K |
| Debussy Capital Management LP | 0.11% | Add +0.0% | 6,331 | $370K |
| J.P. Marvel Investment Advisors, LLC | 0.06% | No change | 6,295 | $368K |
| Charles Schwab Trust Co | 0.03% | Reduce -0.4% | 6,295 | $368K |
| Central Pacific Bank - Trust Division | 0.05% | Add +5.7% | 6,267 | $367K |
| Ashford Advisors, LLC | 0.09% | Add +400.0% | 6,250 | $366K |
| Kellett Wealth Advisors, LLC | 0.29% | Add +5.2% | 6,230 | $365K |
| Sugarloaf Wealth Management, LLC | 0.06% | Reduce -5.6% | 6,185 | $362K |
| First Bancorp, Inc | 0.27% | No change | 6,175 | $361K |
| JT Stratford LLC | 0.07% | Reduce -1.6% | 6,155 | $360K |
| Roundview Capital LLC | 0.03% | Add +0.4% | 6,153 | $360K |
| 4Thought Financial Group Inc. | 0.22% | Add +44.8% | 6,149 | $360K |
| 4J Wealth Management LLC | 0.30% | Reduce -11.6% | 6,112 | $358K |
| Red Door Wealth Management, LLC | 0.06% | Add +12.8% | 6,103 | $357K |
| Ade, LLC | 0.24% | Reduce -0.8% | 6,103 | $357K |
| Aspen Grove Capital, LLC | 0.08% | No change | 6,100 | $357K |
| Tucker Asset Management LLC | 0.08% | No change | 6,095 | $357K |
| Barr E S & Co. | 0.02% | Add +2.1% | 6,085 | $356K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 6,070 | $355K |
| Faithward Advisors, LLC | 0.06% | No change | 6,060 | $355K |
| Trek Financial, LLC | 0.03% | Add +6.7% | 6,055 | $354K |
| Armstrong Henry H Associates Inc. | 0.04% | New | 6,050 | $354K |
| Montz Harcus Wealth Management LLC | 0.23% | Add +32.2% | 6,033 | $353K |
| Morningstar Investment Services LLC | 0.00% | New | 6,047 | $353K |
| Fox Financial, Inc | 0.33% | Reduce -2.0% | 6,030 | $353K |
| Fielder Capital Group LLC | 0.14% | New | 6,012 | $352K |
| St Germain D J Co. Inc. | 0.02% | Add +5.7% | 6,004 | $351K |
| Plum Street Advisors, LLC | 0.20% | No change | 5,991 | $351K |
| Auxano Advisors, LLC | 0.10% | Add +0.3% | 5,977 | $350K |
| W Advisors, LLC | 0.23% | No change | 5,945 | $348K |
| United Advisor Group, LLC | 0.11% | Add +74.2% | 5,939 | $348K |
| Jentner Corp | 0.11% | No change | 5,900 | $345K |
| Forum Financial Management, LP | 0.01% | Add +27.7% | 5,895 | $345K |
| Princeton Capital Management LLC | 0.11% | No change | 5,890 | $345K |
| TFC Financial Management, Inc. | 0.06% | Add +0.0% | 5,886 | $344K |
| JB Capital LLC | 0.02% | Reduce -18.9% | 5,886 | $344K |
| Forte Capital LLC | 0.04% | Add +35.1% | 5,885 | $344K |
| Pacifica Partners Inc. | 0.15% | Add +52.6% | 5,900 | $344K |
| Van Cleef Asset Management,Inc | 0.04% | Reduce -13.7% | 5,870 | $344K |
| ARS Wealth Advisors Group, LLC | 0.04% | No change | 5,845 | $342K |
| Hemington Wealth Management | 0.12% | Reduce -27.1% | 5,855 | $342K |
| Legacy Edge Advisors, LLC | 0.06% | Add +6.9% | 5,825 | $341K |
| Asset Dedication, LLC | 0.02% | No change | 5,820 | $341K |
| Gray Wealth Management Inc. | 0.15% | Reduce -3.5% | 5,819 | $341K |
| Advance Capital Management, Inc. | 0.02% | No change | 5,798 | $339K |
| Maia Wealth LLC | 0.10% | — | 5,580 | $339K |
| REAP Financial Group, LLC | 0.09% | No change | 5,783 | $338K |
| Alpha Cubed Investments, LLC | 0.02% | Add +20.2% | 5,770 | $338K |
| Avaii Wealth Management, LLC | 0.19% | No change | 5,760 | $337K |
| Obsidian Cio, LLC | 0.08% | Reduce -26.1% | 5,750 | $337K |
| Bull Street Advisors, LLC | 0.16% | No change | 5,745 | $336K |
| Partners in Financial Planning | 0.07% | Add +0.1% | 5,734 | $336K |
| Family Asset Management, LLC | 0.22% | Reduce -0.0% | 5,731 | $335K |
| Aberdeen Wealth Management LLC | 0.23% | No change | 5,725 | $335K |
| Advisor OS, LLC | 0.04% | Reduce -15.3% | 5,723 | $335K |
| Gradient Capital Advisors, LLC | 0.12% | No change | 5,713 | $334K |
| BOS Asset Management, LLC | 0.15% | Reduce -0.4% | 5,682 | $333K |
| RPg Family Wealth Advisory, LLC | 0.11% | No change | 5,680 | $332K |
| Pinnacle Wealth Management Group, Inc. | 0.22% | Reduce -23.6% | 5,677 | $332K |
| Brick & Kyle, Associates | 0.14% | New | 5,650 | $331K |
| Marquette Asset Management, LLC | 0.06% | Reduce -17.5% | 5,641 | $330K |
| Legacy Bridge, LLC | 0.19% | Add +0.2% | 5,610 | $328K |
| Trustco Bank Corp. N Y | 0.35% | Reduce -0.0% | 5,604 | $328K |
| McNaughton Wealth Management, LLC | 0.17% | No change | 5,600 | $328K |
| True Link Financial Advisors, LLC | 0.03% | Reduce -9.6% | 5,579 | $326K |
| Fiduciary Family Office, LLC | 0.13% | Add +28.7% | 5,575 | $326K |
| Heritage Wealth Management, LLC | 0.18% | Reduce -4.4% | 5,566 | $326K |
| Heritage Family Offices, LLP | 0.18% | — | 5,566 | $326K |
| Hohimer Wealth Management, LLC | 0.07% | Reduce -3.4% | 5,520 | $323K |
| Smart Money Group LLC | 0.12% | Add +0.3% | 5,206 | $323K |
| Worth Financial Advisory Group, LLC | 0.21% | Reduce -17.9% | 5,500 | $322K |
| Boston Trust Walden Corp | 0.00% | No change | 5,490 | $321K |
| Silicon Valley Capital Partners | 0.04% | Reduce -15.5% | 5,457 | $319K |
| Mattern Capital Management, LLC | 0.04% | Reduce -2.4% | 5,415 | $317K |
| Shira Ridge Wealth Management | 0.18% | Add +0.0% | 5,404 | $316K |
| Planning Directions Inc. | 0.22% | Reduce -11.3% | 5,403 | $316K |
| Milestone Asset Management, LLC | 0.08% | New | 5,374 | $315K |
| Bernardo Wealth Planning LLC | 0.08% | No change | 5,371 | $314K |
| Eagle Strategies LLC | 0.06% | Reduce -90.5% | 5,365 | $314K |
| Gilman Hill Asset Management, LLC | 0.06% | Reduce -3.9% | 5,350 | $313K |
| RVW Wealth, LLC | 0.03% | No change | 5,345 | $313K |
| Segment Wealth Management, LLC | 0.02% | No change | 5,340 | $312K |
| Successful Portfolios LLC | 0.22% | Reduce -7.2% | 5,334 | $312K |
| SkyOak Wealth, LLC | 0.07% | No change | 5,325 | $312K |
| Financial Perspectives, Inc | 0.11% | Reduce -1.6% | 5,314 | $311K |
| Market Street Wealth Management Advisors LLC | 0.05% | Reduce -7.3% | 5,310 | $311K |
| Summit Wealth & Retirement Planning, Inc. | 0.11% | No change | 5,275 | $309K |
| Ellsworth Advisors, LLC | 0.09% | Add +0.1% | 5,226 | $306K |
| Mason & Associates, LLC | 0.10% | New | 5,223 | $306K |
| Ehrlich Financial Group | 0.24% | Reduce -56.8% | 5,210 | $305K |
| Addison Advisors LLC | 0.10% | Add +33.9% | 5,200 | $304K |
| Custos Family Office, LLC | 0.12% | Add +0.1% | 5,198 | $304K |
| Noesis Capital Mangement Corp. | 0.07% | Add +11.7% | 5,195 | $304K |
| LVW Advisors, LLC | 0.04% | Add +26.4% | 5,175 | $303K |
| Acorn Wealth Advisors, LLC | 0.15% | Add +0.1% | 5,174 | $303K |
| Bank Ozk | 0.13% | Reduce -2.5% | 5,169 | $302K |
| WealthCare Investment Partners, LLC | 0.14% | Add +10.2% | 5,166 | $302K |
| Great Lakes Advisors, LLC | 0.00% | New | 5,165 | $302K |
| Naviter Wealth, LLC | 0.04% | New | 5,147 | $301K |
| BCK Partners, Inc. | 0.16% | Reduce -1.3% | 5,136 | $301K |
| Monterey Private Wealth, Inc. | 0.11% | Reduce -5.4% | 5,097 | $298K |
| Hyman Charles D | 0.02% | No change | 5,090 | $298K |
| Northeast Investment Management | 0.01% | Add +10.9% | 5,075 | $297K |
| Leslie Global Wealth, LLC | 0.17% | — | 5,073 | $297K |
| Aufman Associates Inc | 0.21% | No change | 5,045 | $295K |
| James J. Burns & Company, LLC | 0.06% | New | 5,025 | $295K |
| Bluestem Financial Advisors, LLC | 0.15% | No change | 5,014 | $293K |
| Bantamac Capital, LLC | 0.18% | No change | 5,000 | $293K |
| Auour Investments LLC | 0.11% | No change | 4,995 | $292K |
| Madrona Financial Services, LLC | 0.09% | Add +0.0% | 4,988 | $292K |
| LS Investment Advisors, LLC | 0.05% | No change | 4,985 | $292K |
| Resurgent Financial Advisors LLC | 0.18% | Reduce -8.3% | 4,970 | $291K |
| Phillips Wealth Planners LLC | 0.31% | Add +1.1% | 4,978 | $291K |
| Greenspring Advisors, LLC | 0.07% | No change | 4,955 | $290K |
| First National Bank & Trust Co. of Newtown | 0.06% | Add +7.0% | 4,950 | $290K |
| Visionary Wealth Advisors | 0.02% | Add +21.7% | 4,935 | $289K |
| JFG Wealth Management, LLC | 0.08% | New | 4,930 | $289K |
| Heritage Financial Services, LLC | 0.04% | No change | 4,930 | $289K |
| Bellecapital International Ltd. | 0.06% | No change | 4,920 | $288K |
| Texas Yale Capital Corp. | 0.01% | Add +2.4% | 4,919 | $288K |
| Householder Group Estate & Retirement Specialist, LLC | 0.08% | Reduce -3.4% | 4,921 | $287K |
| Welch Group, LLC | 0.01% | Reduce -10.2% | 4,903 | $287K |
| LPF Advisors LLC | 0.26% | New | 4,886 | $286K |
| Alexander Randolph Advisory, Inc. | 0.27% | No change | 4,885 | $286K |
| Zuckerman Investment Group, LLC | 0.03% | Add +3.1% | 4,880 | $286K |
| Vertex Planning Partners, LLC | 0.07% | Reduce -1.1% | 4,871 | $285K |
| Orgel Wealth Management, LLC | 0.01% | No change | 4,870 | $285K |
| Strategy Asset Managers LLC | 0.06% | Reduce -80.1% | 1,086 | $284K |
| WMS Partners, LLC | 0.02% | No change | 4,837 | $283K |
| Mystic Asset Management, Inc. | 0.11% | Reduce -6.3% | 4,820 | $282K |
| Main Management LLC | 0.02% | No change | 4,825 | $282K |
| Lee Danner & Bass Inc. | 0.02% | — | 4,827 | $282K |
| Financial Life Advisors | 0.11% | No change | 4,818 | $282K |
| Criterion Capital Advisors, LLC | 0.18% | Reduce -10.8% | 4,792 | $280K |
| BTC Capital Management, Inc. | 0.03% | No change | 4,780 | $280K |
| Commonwealth Retirement Investments LLC | 0.13% | No change | 4,755 | $278K |
| Abound Wealth Management | 0.10% | Add +2.1% | 4,718 | $276K |
| Veracity Capital LLC | 0.12% | Reduce -5.4% | 4,710 | $276K |
| Total Clarity Wealth Management, Inc. | 0.10% | Reduce -7.2% | 4,682 | $274K |
| Canopy Partners, LLC | 0.13% | Reduce -0.1% | 4,680 | $274K |
| Creative Capital Management Investments LLC | 0.13% | Reduce -5.2% | 4,655 | $272K |
| Carson Advisory Inc. | 0.19% | Add +7.0% | 4,637 | $271K |
| Sentry LLC | 0.05% | No change | 4,575 | $268K |
| Geneva Partners, LLC | 0.11% | Add +6.2% | 4,556 | $267K |
| Granite Investment Partners, LLC | 0.01% | No change | 4,555 | $267K |
| Seed Wealth Management, Inc. | 0.23% | No change | 4,550 | $266K |
| Forthright Family Wealth Advisory LLC | 0.17% | Reduce -0.2% | 4,550 | $266K |
| Edgestream Partners, L.P. | 0.01% | New | 4,537 | $266K |
| Beaton Management Co. Inc. | 0.14% | No change | 4,530 | $265K |
| Nabity-Jensen Investment Management Inc | 0.22% | No change | 4,525 | $265K |
| Covenant Asset Management, LLC | 0.06% | Add +24.0% | 4,515 | $264K |
| Family Manage LLC | 0.05% | No change | 4,515 | $264K |
| Ascentis Independent Advisors | 0.06% | — | 4,514 | $264K |
| Hamilton Point Investment Advisors, LLC | 0.05% | No change | 4,500 | $263K |
| Noble Family Wealth, LLC | 0.08% | No change | 4,480 | $262K |
| JGP Wealth Management, LLC | 0.04% | Reduce -2.8% | 4,468 | $261K |
| Affinity Wealth Management LLC | 0.05% | No change | 4,450 | $260K |
| Stonegate Investment Group, LLC | 0.01% | Add +33.8% | 4,450 | $260K |
| Aspen Investment Management Inc | 0.13% | Add +10.7% | 4,428 | $259K |
| Alpha Omega Wealth Management LLC | 0.05% | No change | 4,425 | $259K |
| Veltria Advisors Corp. | 0.09% | No change | 4,420 | $259K |
| Jamison Private Wealth Management, Inc. | 0.04% | Add +31.2% | 4,392 | $257K |
| Hanson & Doremus Investment Management | 0.04% | No change | 4,370 | $256K |
| West Michigan Advisors, LLC | 0.08% | Add +1.1% | 4,371 | $256K |
| Adero Partners, LLC | 0.02% | No change | 4,370 | $256K |
| Birchbrook, Inc. | 0.15% | Add +12.9% | 4,366 | $255K |
| Concord Wealth Partners | 0.04% | Add +0.2% | 4,356 | $255K |
| Heritage Wealth Partners, LLC | 0.37% | Add +373.1% | 4,353 | $255K |
| WestHill Financial Advisors, Inc. | 0.06% | Reduce -0.7% | 4,342 | $254K |
| Vishria Bird Financial Group, LLC | 0.11% | No change | 4,345 | $254K |
| Apella Capital, LLC | 0.01% | Reduce -31.0% | 4,389 | $253K |
| Front Row Advisors LLC | 0.09% | Reduce -7.7% | 4,305 | $252K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 4,300 | $252K |
| TrueWealth Advisors, LLC | 0.09% | Add +12.2% | 4,290 | $251K |
| Atlas Private Wealth Advisors | 0.04% | New | 4,285 | $251K |
| Westhampton Capital, LLC | 0.14% | New | 4,280 | $250K |
| Sound View Wealth Advisors Group, LLC | 0.03% | Add +0.5% | 4,275 | $250K |
| Aletheian Wealth Advisors LLC | 0.13% | No change | 4,265 | $250K |
| Verum Partners LLC | 0.08% | Reduce -28.6% | 4,262 | $249K |
| Signet Financial Management, LLC | 0.03% | Reduce -1.5% | 4,248 | $249K |
| Atwood & Palmer Inc. | 0.02% | No change | 4,240 | $248K |
| McLean Asset Management Corp | 0.08% | No change | 4,243 | $248K |
| Colonial River Investments, LLC | 0.13% | Reduce -0.8% | 4,228 | $247K |
| Denver PWM, LLC | 0.10% | New | 4,227 | $247K |
| Douglass Winthrop Advisors, LLC | 0.01% | Reduce -20.1% | 4,210 | $246K |
| Altfest L J & Co. Inc. | 0.03% | Add +0.3% | 4,195 | $246K |
| Penney Financial, LLC | 0.18% | Reduce -10.3% | 4,200 | $246K |
| Red Lighthouse Investment Management, LLC | 0.10% | No change | 4,190 | $245K |
| Canvas Wealth Advisors, LLC | 0.08% | Reduce -0.9% | 3,973 | $245K |
| Chris Bulman Inc | 0.17% | — | 4,180 | $245K |
| Hills Bank & Trust Co | 0.02% | Reduce -1.8% | 4,180 | $245K |
| LJI Wealth Management, LLC | 0.05% | Reduce -5.3% | 4,173 | $244K |
| Praetorian Wealth Management, Inc. | 0.06% | New | 4,155 | $243K |
| Mengis Capital Management, Inc. | 0.05% | Add +2.7% | 4,139 | $242K |
| Hunter Associates Investment Management LLC | 0.04% | Add +6.7% | 4,144 | $242K |
| Garde Capital, Inc. | 0.02% | Reduce -31.2% | 4,105 | $240K |
| Chilton Capital Management LLC | 0.01% | Reduce -11.1% | 4,100 | $240K |
| Denver Wealth Management, Inc. | 0.12% | Reduce -10.5% | 4,091 | $239K |
| MADDEN SECURITIES Corp | 0.11% | No change | 4,070 | $238K |
| Gratus Wealth Advisors, LLC | 0.04% | Reduce -2.0% | 3,952 | $238K |
| Detalus Advisors, LLC | 0.08% | No change | 4,065 | $238K |
| Sharp Wealth Advisory, LLC | 0.20% | Add +11.6% | 4,059 | $238K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.10% | Add +0.0% | 4,050 | $237K |
| Trademark Financial Management, LLC | 0.19% | Reduce -1.5% | 4,046 | $237K |
| Capital Insight Partners, LLC | 0.04% | Reduce -2.9% | 4,045 | $237K |
| Sterling Group Wealth Management, LLC | 0.14% | — | 4,026 | $236K |
| RPS Advisory Solutions LLC | 0.22% | — | 4,000 | $234K |
| Mainsail Asset Management, LLC | 0.19% | No change | 4,000 | $234K |
| LongView Wealth Management | 0.09% | Add +0.1% | 3,999 | $234K |
| Root Financial Partners, LLC | 0.05% | New | 3,995 | $234K |
| Focused Wealth Management, Inc | 0.03% | Add +0.2% | 3,985 | $233K |
| Ceera Investments, LLC | 0.10% | No change | 3,975 | $233K |
| Seneca Financial Advisors LLC | 0.12% | New | 3,970 | $232K |
| BTG Pactual Asset Management US LLC | 0.06% | — | 3,970 | $232K |
| Stonebridge Capital Advisors LLC | 0.02% | Add +2.4% | 3,970 | $232K |
| DiNuzzo Private Wealth, Inc. | 0.03% | No change | 3,965 | $232K |
| Meeder Advisory Services, Inc. | 0.02% | New | 3,946 | $231K |
| Brooklyn FI, LLC | 0.09% | New | 3,945 | $231K |
| Fingerlakes Wealth Management, Inc. | 0.21% | Add +0.3% | 3,943 | $231K |
| GPS Wealth Strategies Group, LLC | 0.03% | Add +27.9% | 3,938 | $230K |
| Icon Wealth Advisors, LLC | 0.02% | Reduce -18.1% | 3,701 | $229K |
| Clarity Financial LLC | 0.03% | Reduce -34.8% | 3,908 | $229K |
| Blue Barn Wealth, LLC | 0.13% | No change | 3,896 | $228K |
| Fortis Capital Management LLC | 0.05% | Add +7.7% | 3,892 | $228K |
| Thompson Siegel & Walmsley LLC | 0.00% | No change | 3,880 | $227K |
| Cypress Wealth Services, LLC | 0.05% | Reduce -0.1% | 3,865 | $226K |
| Private Client Services, LLC | 0.14% | Reduce -8.0% | 3,855 | $226K |
| Strategic Wealth Investment Group, LLC | 0.03% | — | 3,889 | $225K |
| Summit Wealth Group, LLC | 0.07% | New | 3,850 | $225K |
| Wade Financial Advisory, Inc | 0.08% | No change | 3,835 | $224K |
| Client 1ST Advisory Group, LLC | 0.10% | Reduce -14.0% | 3,814 | $223K |
| Liberty Wealth Management LLC | 0.04% | Reduce -4.6% | 3,807 | $223K |
| Sterling Wealth Management, Inc. | 0.11% | Reduce -11.3% | 3,800 | $222K |
| Matthew Goff Investment Advisor, LLC | 0.05% | No change | 3,800 | $222K |
| Black Diamond Financial, LLC | 0.04% | New | 3,790 | $222K |
| RMR Capital Management, LLC | 0.20% | No change | 3,785 | $221K |
| Americana Partners, LLC | 0.02% | New | 3,755 | $220K |
| Hall Capital Management Co. Inc. | 0.10% | No change | 3,750 | $219K |
| Banque Pictet & Cie SA | 0.00% | No change | 3,750 | $219K |
| Trueblood Wealth Management, LLC | 0.12% | Add +2.5% | 3,744 | $219K |
| Emergent Wealth Advisors, LLC | 0.18% | Add +9.9% | 3,735 | $219K |
| Gold Investment Management Ltd. | 0.09% | No change | 3,725 | $218K |
| O'ROURKE & COMPANY, Inc | 0.12% | No change | 3,730 | $218K |
| Moody Aldrich Partners LLC | 0.04% | No change | 3,725 | $218K |
| Thor Investment Management Inc. /Oh/ | 0.17% | Add +9.0% | 3,705 | $217K |
| Shorepoint Capital Partners LLC | 0.05% | New | 3,675 | $215K |
| Francis Financial, Inc. | 0.07% | Add +9.9% | 3,666 | $215K |
| M3 Advisory Group, LLC | 0.18% | Reduce -40.5% | 3,648 | $213K |
| Elevated Capital Advisors, LLC | 0.06% | Reduce -8.1% | 3,642 | $213K |
| Patrick M Sweeney & Associates, Inc. | 0.17% | No change | 3,635 | $213K |
| Consilium Wealth Advisory, LLC | 0.12% | No change | 3,635 | $213K |
| Ifrah Financial Services, Inc. | 0.06% | Add +3.2% | 3,631 | $212K |
| Von Berge Wealth Management Group, LLC | 0.13% | No change | 3,661 | $212K |
| Balboa Wealth Partners | 0.06% | New | 3,627 | $212K |
| Bfsg, LLC | 0.03% | No change | 3,620 | $212K |
| Darrow Company, Inc. | 0.14% | No change | 3,610 | $211K |
| CNB Bank | 0.10% | No change | 3,595 | $210K |
| Aries Wealth Management | 0.07% | No change | 3,585 | $210K |
| Orcam Financial Group | 0.22% | No change | 3,580 | $210K |
| Paradigm, Strategies in Wealth Management, LLC | 0.13% | Add +0.3% | 3,579 | $209K |
| Epiq Partners, LLC | 0.14% | No change | 3,575 | $209K |
| Westshore Wealth, LLC | 0.09% | No change | 3,565 | $209K |
| Symphony Financial Services, Inc. | 0.18% | — | 3,588 | $208K |
| Smith Chas P & Associates Pa Cpas | 0.01% | Reduce -0.2% | 3,559 | $208K |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | 0.01% | New | 3,559 | $208K |
| Columbus Macro, LLC | 0.08% | No change | 3,558 | $208K |
| New Republic Capital, LLC | 0.10% | Add +0.3% | 3,551 | $208K |
| Sonora Investment Management Group, LLC | 0.02% | No change | 3,398 | $206K |
| Braun-Bostich & Associates Inc. | 0.15% | Reduce -29.9% | 3,525 | $206K |
| Chemistry Wealth Management LLC | 0.05% | Reduce -10.6% | 3,520 | $206K |
| Presilium Private Wealth, LLC | 0.05% | Add +6.1% | 3,515 | $206K |
| NWF Advisory Services Inc. | 0.03% | No change | 3,505 | $205K |
| Aull & Monroe Investment Management Corp | 0.10% | No change | 3,500 | $205K |
| LPWM LLC | 0.07% | New | 3,520 | $204K |
| Annex Advisory Services, LLC | 0.01% | Add +2.3% | 3,488 | $204K |
| Fogel Capital Management, Inc. | 0.11% | No change | 3,480 | $204K |
| MIdWestOne Financial Group, Inc. | 0.04% | New | 3,475 | $203K |
| Capstone Financial Advisors, Inc. | 0.01% | Add +0.2% | 3,461 | $203K |
| TD Capital Management LLC | 0.02% | Add +0.3% | 3,461 | $203K |
| Heartwood Wealth Advisors LLC | 0.02% | No change | 3,460 | $202K |
| Perkins Coie Trust Co | 0.05% | No change | 3,460 | $202K |
| ACT Advisors, LLC. | 0.11% | No change | 3,457 | $202K |
| Schechter Investment Advisors, LLC | 0.02% | Reduce -1.1% | 3,450 | $202K |
| Reston Wealth Management LLC | 0.08% | Add +0.3% | 3,450 | $202K |
| White Pine Capital LLC | 0.08% | New | 3,435 | $201K |
| Beacon Financial Advisory LLC | 0.07% | Reduce -20.4% | 3,421 | $200K |
| Global Financial Private Client, LLC | 0.08% | No change | 3,335 | $195K |
| TruNorth Capital Management, LLC | 0.06% | Add +26.7% | 3,320 | $194K |
| Woodard & Co. Asset Management Group Inc. | 0.05% | Reduce -82.0% | 3,256 | $191K |
| Voisard Asset Management Group, Inc. | 0.09% | No change | 3,255 | $190K |
| Rosenberg Matthew Hamilton | 0.05% | No change | 3,200 | $186K |
| Hoese & Co LLP | 0.16% | Reduce -38.2% | 3,095 | $185K |
| GoalVest Advisory LLC | 0.06% | No change | 3,150 | $184K |
| Sanctuary Wealth Management, L.L.C. | 0.14% | Add +8.4% | 3,134 | $183K |
| Baldwin Wealth Partners LLC | 0.01% | Reduce -41.9% | 3,105 | $182K |
| Compass Wealth Management LLC | 0.04% | No change | 3,090 | $181K |
| Schroder Investment Management Group | 0.00% | Reduce -8.5% | 3,050 | $178K |
| Gradient Investments LLC | 0.00% | Add +48.4% | 3,022 | $177K |
| Cornerstone Planning Group LLC | 0.05% | Reduce -1.5% | 3,040 | $174K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.05% | Reduce -7.3% | 2,973 | $174K |
| Iron Horse Wealth Management, LLC | 0.07% | Add +10.5% | 2,956 | $173K |
| First United Bank & Trust | 0.06% | No change | 2,925 | $171K |
| Janiczek Wealth Management, LLC | 0.03% | Add +0.7% | 2,799 | $164K |
| Wagner Wealth Management, LLC | 0.05% | No change | 2,753 | $161K |
| Register Financial Advisors LLC | 0.08% | Reduce -1.4% | 2,712 | $159K |
| Versant Capital Management, Inc | 0.04% | No change | 2,700 | $158K |
| Blue Bell Private Wealth Management, LLC | 0.03% | Add +191.7% | 2,654 | $155K |
| Tanglewood Legacy Advisors, LLC | 0.07% | No change | 2,635 | $154K |
| Eukles Asset Management | 0.07% | Add +2.7% | 2,626 | $154K |
| Mitchell Sinkler & Starr | 0.04% | No change | 2,510 | $152K |
| Elgethun Capital Management | 0.04% | Add +0.2% | 2,599 | $152K |
| Caitlin John, LLC | 0.11% | Reduce -16.6% | 2,597 | $152K |
| WealthCollab, LLC | 0.10% | No change | 2,420 | $142K |
| Piscataqua Savings Bank | 0.13% | No change | 2,420 | $142K |
| SRH Advisors, LLC | 0.05% | No change | 2,410 | $141K |
| Angeles Wealth Management, LLC | 0.01% | No change | 2,405 | $141K |
| Barrett & Company, Inc. | 0.06% | No change | 2,385 | $140K |
| Ramirez Asset Management, Inc. | 0.03% | No change | 2,375 | $139K |
| Frazier Financial Advisors, LLC | 0.11% | Add +0.3% | 2,366 | $138K |
| Cherry Tree Wealth Management, LLC | 0.03% | No change | 2,360 | $138K |
| Webster Bank, N. A. | 0.01% | No change | 2,335 | $137K |
| Balentine LLC | 0.01% | Add +3.0% | 2,286 | $134K |
| Smartleaf Asset Management LLC | 0.02% | Add +2427.8% | 2,275 | $133K |
| Steph & Co. | 0.04% | Reduce -3.6% | 2,227 | $130K |
| Trust Co | 0.02% | No change | 2,200 | $129K |
| Financial Gravity Asset Management, Inc. | 0.03% | Add +109.8% | 2,195 | $128K |
| Ransom Advisory, Ltd | 0.06% | Add +44.1% | 2,140 | $125K |
| Morling Financial Advisors, LLC | 0.05% | Add +6.2% | 2,136 | $125K |
| MTM Investment Management, LLC | 0.05% | No change | 2,135 | $125K |
| Financial Connections Group, Inc. | 0.06% | New | 2,125 | $124K |
| Strengthening Families & Communities, LLC | 0.04% | New | 2,115 | $124K |
| Aspire Wealth Management Corp | 0.07% | No change | 2,110 | $123K |
| First Financial Corp. | 0.06% | No change | 2,105 | $123K |
| Sittner & Nelson, LLC | 0.06% | No change | 2,080 | $122K |
| Resources Management Corp. /CT/ | 0.02% | No change | 2,055 | $120K |
| Cypress Capital, LLC | 0.03% | New | 2,035 | $119K |
| Sage Mountain Advisors LLC | 0.01% | No change | 2,030 | $119K |
| Tidemark, LLC | 0.05% | Reduce -30.3% | 1,990 | $116K |
| C M Bidwell & Associates Ltd. | 0.08% | No change | 1,980 | $116K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -10.2% | 1,770 | $115K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | No change | 1,925 | $113K |
| HWG Holdings LP | 0.04% | — | 1,897 | $111K |
| Elevation Wealth Partners, LLC | 0.05% | Add +0.5% | 1,892 | $111K |
| M&R Capital Management Inc. | 0.03% | Add +0.2% | 1,892 | $111K |
| Y.D. More Investments Ltd | 0.01% | No change | 1,845 | $108K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 1,775 | $103K |
| Dixon Mitchell Investment Counsel Inc. | 0.01% | No change | 1,750 | $102K |
| Larson Financial Group LLC | 0.01% | Reduce -5.0% | 1,738 | $102K |
| Olistico Wealth, LLC | 0.06% | New | 1,705 | $100K |
| AllSquare Wealth Management LLC | 0.06% | Add +27.8% | 1,700 | $99K |
| Toth Financial Advisory Corp. | 0.01% | No change | 1,695 | $99K |
| JDM Financial Group LLC | 0.07% | Add +61.4% | 1,695 | $99K |
| ICA Group Wealth Management, LLC | 0.06% | Reduce -95.3% | 1,695 | $99K |
| Ballast Advisors LLC | 0.03% | No change | 1,690 | $99K |
| Avalon Trust Co | 0.01% | No change | 1,655 | $97K |
| Rothschild Investment LLC | 0.01% | No change | 1,575 | $92K |
| Advantage Trust Co | 0.06% | No change | 1,510 | $88K |
| WFA Asset Management Corp | 0.05% | No change | 1,496 | $88K |
| PrairieView Partners, LLC | 0.01% | No change | 1,475 | $86K |
| Westside Investment Management, Inc. | 0.02% | Reduce -13.6% | 1,426 | $83K |
| Kelly Financial Services LLC | 0.03% | Reduce -5.6% | 1,349 | $79K |
| Lowe Wealth Advisors, LLC | 0.04% | Add +1167.6% | 1,331 | $78K |
| Optiver Holding B.V. | 0.00% | Reduce -23.4% | 1,294 | $76K |
| Founders Capital Management | 0.05% | No change | 1,275 | $75K |
| Moser Wealth Advisors, LLC | 0.04% | No change | 1,275 | $75K |
| SJS Investment Consulting Inc. | 0.01% | No change | 1,271 | $74K |
| Kiely Wealth Advisory Group, Inc. | 0.04% | Add +46.7% | 1,254 | $73K |
| Gables Capital Management Inc. | 0.04% | No change | 1,195 | $70K |
| West Oak Capital, LLC | 0.03% | No change | 1,150 | $67K |
| Blume Capital Management, Inc. | 0.02% | No change | 1,065 | $62K |
| West Branch Capital LLC | 0.02% | Add +0.1% | 1,014 | $59K |
| Cetera Trust Company, N.A | 0.04% | No change | 1,000 | $59K |
| Fairfield Financial Advisors, LTD | 0.02% | — | 985 | $58K |
| Dynamic Wealth Strategies, LLC | 0.05% | No change | 950 | $56K |
| Coston, McIsaac & Partners | 0.02% | No change | 967 | $56K |
| Roble, Belko & Company, Inc | 0.01% | Add +0.3% | 963 | $56K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 935 | $55K |
| Richard W. Paul & Associates, LLC | 0.02% | Reduce -0.6% | 930 | $54K |
| Provident Wealth Management, LLC | 0.02% | No change | 910 | $53K |
| Atlantic Private Wealth, LLC | 0.04% | No change | 875 | $51K |
| Beacon Capital Management, LLC | 0.01% | Add +10.9% | 865 | $51K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 840 | $49K |
| Independence Bank of Kentucky | 0.01% | Add +26.1% | 788 | $46K |
| Capital Investment Counsel, Inc | 0.01% | No change | 785 | $46K |
| Bellevue Asset Management, LLC | 0.02% | No change | 750 | $44K |
| SWAN Capital LLC | 0.02% | New | 735 | $43K |
| Spectrum Wealth Counsel, LLC | 0.01% | Reduce -61.6% | 735 | $43K |
| Rain Capital Management, LLC | 0.03% | No change | 655 | $39K |
| FWL Investment Management, LLC | 0.02% | New | 665 | $39K |
| LRI Investments, LLC | 0.00% | Add +200.0% | 645 | $38K |
| Integrity Financial Corp | 0.02% | No change | 630 | $37K |
| True Wealth Design, LLC | 0.01% | No change | 625 | $37K |
| Hexagon Capital Partners LLC | 0.01% | Reduce -25.5% | 594 | $35K |
| Legend Financial Advisors, Inc. | 0.02% | No change | 590 | $35K |
| Legacies Wealth LLC | 0.03% | Reduce -19.4% | 588 | $34K |
| Raleigh Capital Management Inc. | 0.01% | Add +0.3% | 588 | $34K |
| Strategic Investment Solutions, Inc. | 0.01% | — | 555 | $34K |
| NFSG Corp | 0.01% | Reduce -44.9% | 584 | $34K |
| Kopp Family Office, LLC | 0.02% | No change | 565 | $33K |
| Evolution Advisers, Inc. | 0.02% | Add +2.1% | 577 | $33K |
| Pineridge Advisors LLC | 0.01% | Reduce -76.1% | 554 | $32K |
| SYM FINANCIAL Corp | 0.01% | Add +21.8% | 554 | $32K |
| Abich Financial Wealth Management LLC | 0.02% | Reduce -84.7% | 550 | $32K |
| Arax Advisory Partners | 0.00% | Add +0.2% | 549 | $32K |
| Belmont Capital, LLC | 0.01% | New | 545 | $32K |
| Elevate Wealth Advisory, Inc. | 0.03% | No change | 540 | $32K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 505 | $30K |
| Wiser Advisor Group LLC | 0.04% | Reduce -32.5% | 476 | $28K |
| Byrne Asset Management LLC | 0.02% | No change | 475 | $28K |
| Davis Capital Management | 0.02% | No change | 465 | $27K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | No change | 455 | $27K |
| Delta Asset Management LLC | 0.00% | No change | 455 | $27K |
| DecisionPoint Financial, LLC | 0.01% | No change | 420 | $26K |
| Keener Financial Planning LLC | 0.02% | No change | 460 | $26K |
| Mattson Financial Services, LLC | 0.01% | — | 405 | $24K |
| Investors Research Corp | 0.01% | Reduce -19.0% | 405 | $24K |
| Costello Asset Management, INC | 0.02% | No change | 401 | $23K |
| Evergreen Private Wealth LLC | 0.01% | Reduce -31.3% | 378 | $22K |
| Howe & Rusling Inc. | 0.00% | Add +97.3% | 365 | $21K |
| MeadowBrook Investment Advisors LLC | 0.02% | No change | 360 | $21K |
| Great Lakes Retirement, Inc. | 0.00% | New | 360 | $21K |
| Pin Oak Investment Advisors Inc. | 0.02% | Reduce -50.0% | 345 | $20K |
| Country Trust Bank | 0.00% | New | 337 | $20K |
| WR Wealth Planners, LLC | 0.01% | Reduce -12.2% | 332 | $19K |
| Amundi | 0.00% | No change | 320 | $19K |
| Signature Resources Capital Management, LLC | 0.02% | Add +400.0% | 315 | $18K |
| Unique Wealth Strategies, LLC | 0.01% | New | 265 | $16K |
| Financial Network Wealth Advisors LLC | 0.01% | New | 265 | $16K |
| Laffer Tengler Investments, Inc. | 0.00% | No change | 255 | $15K |
| Kozak & Associates, Inc. | 0.00% | No change | 255 | $15K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 250 | $15K |
| Studio Investment Management LLC | 0.00% | New | 221 | $13K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 220 | $13K |
| New Millennium Group LLC | 0.01% | New | 213 | $12K |
| Gleason Group, Inc. | 0.00% | New | 211 | $12K |
| PFS Partners, LLC | 0.01% | Add +0.5% | 209 | $12K |
| Grand Wealth Management, LLC | 0.01% | No change | 180 | $11K |
| ZynergyRetirementPlanningLLC | 0.01% | — | 175 | $10K |
| Covestor Ltd | 0.01% | Add +23.1% | 149 | $9K |
| Eagle Bay Advisors LLC | 0.00% | No change | 130 | $8K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -82.5% | 115 | $7K |
| Pathway Financial Advisers, LLC | 0.00% | Add +0.8% | 118 | $7K |
| Game Plan Financial Advisors, LLC | 0.00% | Reduce -61.7% | 90 | $5K |
| Highline Wealth Partners LLC | 0.00% | No change | 75 | $4K |
| Tower View Wealth Management LLC | 0.00% | No change | 73 | $4K |
| Clarity Asset Management, Inc. | 0.00% | No change | 72 | $4K |
| Financial Freedom, LLC | 0.00% | No change | 57 | $3K |
| Aristotle Capital Boston, LLC | 0.00% | Reduce -25.0% | 57 | $3K |
| Dogwood Wealth Management LLC | 0.00% | New | 20 | $1K |
| Slocum, Gordon & Co LLP | 0.00% | New | 19 | $1K |
| AlphaMark Advisors, LLC | 0.00% | New | 16 | $1K |
| Gould Capital, LLC | 0.00% | New | 16 | $936 |
| Breakwater Investment Management | 0.00% | No change | 15 | $878 |
| Bruce G. Allen Investments, LLC | 0.00% | New | 10 | $585 |
| Naples Money Management LLC | 0.00% | No change | 10 | $580 |
| McClarren Financial Advisors, Inc. | 0.00% | Reduce -92.6% | 175 | $108 |
| Institutional & Family Asset Management, LLC | 0.00% | New | 1 | $68 |
| Bare Financial Services, Inc | 0.00% | New | 1 | $53 |
"% 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.