iShares Core S&P Midcap ETFIJHETF
13F holders, Q3 2024 (September 30)2,306holders +83
121new positions
51sold out
7famous investors
$62.24avg. 13F price*
At the end of Q3 2024, 2,306 institutions reported holding iShares Core S&P Midcap ETF (IJH) in their 13F filings, up 83 from Q2 2024. 121 opened new positions and 51 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($6.7B), Bank of America Corp. ($4.1B) and Bank of New York Mellon Corp ($3.0B). 7 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 121 | $366.0M |
| Exits | 51 | $86.7M |
All 13F filers, Q2 2024 → Q3 2024: 59,082,746 shares bought and 31,099,792 shares sold, net +27,982,954 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,306 holders
| Northwestern Mutual Wealth Management Co. | 5.93% | Add +6.5% | 107,029,051 | $6.7B |
| Bank of America Corp. | 0.36% | Add +1.6% | 65,127,296 | $4.1B |
| Bank of New York Mellon Corp | 0.56% | Reduce -0.0% | 48,213,413 | $3.0B |
| Wells Fargo & Company | 0.72% | Reduce -2.0% | 47,747,941 | $3.0B |
| FMR LLC | 0.16% | Add +16.2% | 41,350,772 | $2.6B |
| LPL Financial LLC | 1.15% | Add +2.8% | 41,176,915 | $2.6B |
| JPMorgan Chase & Co. | 0.19% | Reduce -3.6% | 38,054,090 | $2.4B |
| Morgan Stanley | 0.16% | Add +1.1% | 34,556,203 | $2.2B |
| Raymond James & Associates | 1.05% | Add +45.7% | 27,500,341 | $1.7B |
| Envestnet Asset Management Inc. | 0.52% | Add +5.8% | 25,694,310 | $1.6B |
| UBS Group AG | 0.43% | Add +12.5% | 24,715,600 | $1.5B |
| BlackRock, Inc. | 0.03% | — | 21,723,706 | $1.4B |
| Royal Bank of Canada | 0.30% | Reduce -3.5% | 21,504,198 | $1.3B |
| Northern Trust Corp. | 0.21% | Add +2.9% | 20,198,509 | $1.3B |
| PNC Financial Services Group, Inc. | 0.66% | Add +1.1% | 16,534,559 | $1.0B |
| Mariner, LLC | 1.37% | Add +3.9% | 12,410,701 | $773.4M |
| Goldman Sachs Group Inc. | 0.13% | Reduce -14.1% | 10,959,800 | $683.0M |
| First Command Advisory Services, Inc. | 6.53% | Add +0.1% | 10,856,787 | $676.6M |
| Acorns Advisers, LLC | 6.49% | Add +2.7% | 10,537,708 | $656.7M |
| Ameriprise Financial Inc. | 0.15% | Add +0.5% | 9,520,619 | $593.4M |
| Keybank National Association | 2.18% | Reduce -0.0% | 9,083,690 | $566.1M |
| Financial Engines Advisors L.L.C. | 1.12% | Reduce -2.9% | 8,609,957 | $536.6M |
| Millburn Ridgefield LLC | 12.40% | Reduce -1.4% | 7,593,469 | $473.2M |
| Catalyst Capital Advisors LLC | 10.66% | Reduce -1.4% | 7,593,469 | $473.2M |
| Raymond James Financial Services Advisors, Inc. | 0.63% | Add +5.9% | 7,553,919 | $470.8M |
| Truist Financial Corp. | 0.73% | Reduce -3.5% | 7,440,033 | $463.7M |
| Wealthspire Advisors, LLC | 4.56% | Add +4.6% | 7,196,228 | $448.5M |
| Regions Financial Corp. | 3.21% | Reduce -2.5% | 7,167,659 | $446.7M |
| Pathstone Holdings, LLC | 1.97% | Add +0.2% | 7,069,507 | $440.6M |
| HighTower Advisors, LLC | 0.65% | Add +2.5% | 7,050,741 | $439.3M |
| AlTi Global, Inc. | 9.65% | Add +0.8% | 6,443,025 | $401.6M |
| Balyasny Asset Management L.P. | 1.02% | Reduce -38.2% | 6,242,259 | $389.0M |
| Commonwealth Equity Services, LLC | 0.57% | Reduce -5.2% | 6,084,219 | $379.2M |
| Bank of Montreal | 0.18% | Add +0.1% | 6,032,897 | $375.7M |
| Alesco Advisors, LLC, An ESL Co | 10.18% | Add +0.0% | 5,285,100 | $329.4M |
| Northwestern Mutual Investment Management Company, LLC | 7.66% | Add +7.3% | 5,265,861 | $328.2M |
| Fifth Third Bancorp | 1.14% | Reduce -1.1% | 5,035,403 | $313.8M |
| Creative Planning | 0.31% | Reduce -1.9% | 5,004,261 | $311.9M |
| US Bancorp \de | 0.38% | Add +0.5% | 4,768,708 | $297.2M |
| Circle Wealth Management, LLC | 5.93% | Reduce -0.3% | 4,289,155 | $267.3M |
| Bridges Investment Management Inc. | 3.66% | Add +4.3% | 4,196,615 | $261.5M |
| MAI Capital Management | 2.48% | Add +7.2% | 4,157,400 | $259.1M |
| Cerity Partners LLC | 0.47% | Add +5.4% | 3,393,418 | $211.5M |
| Franklin Resources Inc. | 0.06% | Reduce -0.3% | 3,267,142 | $207.1M |
| Stifel Financial Corp. | 0.22% | Add +1.9% | 3,302,260 | $205.8M |
| Baird Financial Group, Inc. | 0.39% | Add +1.9% | 3,202,563 | $199.6M |
| Flputnam Investment Management Co. | 3.55% | Add +4.2% | 3,170,085 | $197.6M |
| Corient Private Wealth LP | 0.31% | Add +47.9% | 3,133,510 | $195.2M |
| Jones Financial Companies LLLP | 0.20% | Add +20.8% | 3,086,052 | $192.2M |
| Cresset Asset Management, LLC | 0.74% | Add +10.5% | 3,071,849 | $191.4M |
| Citizens Financial Group Inc. | 3.83% | Add +3.4% | 3,054,516 | $190.4M |
| Davis R M Inc. | 3.61% | Add +5.4% | 2,999,064 | $186.9M |
| Comerica Bank | 0.70% | Reduce -1.9% | 2,827,195 | $176.2M |
| MML Investors Services, LLC | 0.62% | Add +2.9% | 2,724,051 | $169.8M |
| First Financial Bankshares Inc | 3.49% | Add +0.8% | 2,663,798 | $166.0M |
| Valeo Financial Advisors, LLC | 4.70% | Add +107.5% | 2,856,521 | $164.3M |
| Haverford Trust Co | 1.53% | Add +0.6% | 2,521,018 | $157.1M |
| Cetera Investment Advisers | 0.34% | Reduce -6.7% | 2,512,689 | $156.6M |
| Sandy Spring Bank | 6.27% | Add +2.2% | 2,442,284 | $152.2M |
| &partners | 2.92% | Add +139.3% | 2,414,193 | $151.1M |
| Mercer Global Advisors Inc. | 0.35% | Add +0.3% | 2,441,493 | $151.0M |
| Greenleaf Trust | 1.34% | Add +1.3% | 2,410,471 | $150.2M |
| UMB Bank, n.a. | 2.32% | Reduce -0.4% | 2,395,317 | $149.3M |
| Alaska Permanent Capital Management, LLC | 11.50% | Add +12.1% | 2,331,406 | $145.4M |
| Members Trust Co | 4.65% | Reduce -10.2% | 2,301,561 | $143.4M |
| Accredited Investors Inc. | 8.19% | Reduce -0.6% | 2,296,845 | $143.1M |
| Sand Hill Global Advisors, LLC | 5.76% | Add +1.3% | 2,191,849 | $136.6M |
| Sigma Investment Counselors Inc. | 7.45% | Add +1.0% | 2,037,653 | $127.0M |
| TD Asset Management Inc | 0.11% | Add +0.6% | 2,038,096 | $126.9M |
| Bokf, NA | 2.22% | Add +28.8% | 2,026,664 | $125.0M |
| Municipal Employees' Retirement System of Michigan | 1.65% | Add +0.0% | 2,005,372 | $125.0M |
| Osaic Holdings, Inc. | 0.28% | Reduce -8.4% | 1,991,504 | $124.1M |
| BLB&B Advisors, LLC | 6.33% | Add +8.1% | 1,989,178 | $124.0M |
| State of Michigan Retirement System | 0.61% | Reduce -2.7% | 1,981,010 | $123.5M |
| Connecticut Wealth Management, LLC | 5.85% | Add +4.5% | 1,938,808 | $120.8M |
| Fiduciary Trust Co | 1.60% | Add +2.4% | 1,837,587 | $114.5M |
| Cahaba Wealth Management, Inc. | 9.36% | Add +2.6% | 1,820,131 | $113.4M |
| Rockefeller Capital Management L.P. | 0.30% | Add +2.9% | 1,810,090 | $112.8M |
| Whittier Trust Co. | 1.43% | Add +2.2% | 1,715,549 | $106.9M |
| Captrust Financial Advisors | 0.31% | Add +9.0% | 1,669,891 | $104.1M |
| Badgley Phelps Wealth Managers, LLC | 2.31% | Add +0.8% | 1,592,315 | $99.2M |
| Wealth Enhancement Advisory Services, LLC | 0.21% | Add +7.7% | 1,583,048 | $98.7M |
| Acropolis Investment Management, LLC | 5.84% | Add +0.1% | 1,578,866 | $98.4M |
| Linscomb Wealth, Inc. | 4.80% | Reduce -2.6% | 1,554,351 | $96.9M |
| Steward Partners Investment Advisory, LLC | 0.88% | Add +3.9% | 1,534,992 | $95.7M |
| Farmers & Merchants Investments Inc. | 2.96% | Add +1.6% | 1,528,869 | $95.3M |
| FIL Ltd | 0.09% | Reduce -3.5% | 1,528,118 | $95.2M |
| Bessemer Group Inc. | 0.15% | Reduce -7.7% | 1,457,815 | $90.8M |
| Lutz Financial Services LLC | 7.32% | Add +0.9% | 1,447,761 | $90.2M |
| Kestra Advisory Services, LLC | 0.50% | Reduce -2.1% | 1,445,676 | $90.1M |
| First Interstate Bank | 5.46% | Add +2.2% | 1,442,063 | $89.9M |
| State Street Corp. | 0.00% | Reduce -3.0% | 1,415,158 | $88.2M |
| Legacy Wealth Management, LLC | 5.69% | Reduce -2.1% | 1,409,254 | $87.8M |
| M&T Bank Corp | 0.28% | Reduce -2.5% | 1,381,503 | $86.1M |
| Klingman & Associates, LLC | 5.25% | Add +4.0% | 1,359,721 | $84.7M |
| BOK Financial Private Wealth, Inc. | 5.99% | Reduce -1.1% | 1,328,210 | $82.8M |
| Janney Montgomery Scott LLC | 0.23% | New | 1,320,477 | $82.3M |
| Full Sail Capital, LLC | 5.17% | Reduce -0.4% | 1,293,269 | $80.6M |
| Lee Financial Co | 11.36% | Add +5.3% | 1,283,262 | $80.0M |
| Vicus Capital | 7.04% | Add +0.8% | 1,276,535 | $79.6M |
| Chandler Asset Management, Inc. | 14.82% | Reduce -0.1% | 1,259,628 | $78.5M |
| Sage Financial Group Inc. | 6.40% | Add +1.8% | 1,257,398 | $78.4M |
| Ally Invest Advisors Inc. | 6.71% | Reduce -33.1% | 1,214,930 | $75.7M |
| Tiaa Trust, National Association | 0.23% | Reduce -2.3% | 1,212,764 | $75.6M |
| Leonard Rickey Investment Advisors P.L.L.C. | 16.96% | Add +0.4% | 1,199,056 | $74.7M |
| Goelzer Investment Management, Inc. | 4.03% | Add +3.9% | 1,181,060 | $73.6M |
| Planning Alternatives Ltd. | 11.16% | Add +0.3% | 1,176,354 | $73.3M |
| RMR Wealth Builders | 7.56% | Add +3.1% | 1,144,727 | $71.3M |
| DT Investment Partners, LLC | 5.78% | Add +3.1% | 1,143,382 | $71.3M |
| Arkansas Financial Group, Inc. | 11.66% | Reduce -0.8% | 1,142,326 | $71.2M |
| RKL Wealth Management LLC | 6.37% | Add +3.8% | 1,130,093 | $70.4M |
| Equitable Holdings, Inc. | 0.68% | Add +7.4% | 1,129,077 | $70.4M |
| Tarbox Family Office, Inc. | 11.52% | Add +0.1% | 1,128,257 | $70.3M |
| Ensign Peak Advisors, Inc | 0.12% | Add +120.8% | 1,120,273 | $69.8M |
| Stratos Wealth Partners, LTD. | 1.00% | Add +4.1% | 1,103,432 | $68.8M |
| LVZ, Inc. | 8.78% | Add +2.6% | 1,101,195 | $68.6M |
| Moneta Group Investment Advisors LLC | 0.98% | Add +1.1% | 1,079,536 | $67.3M |
| Ballentine Partners, LLC | 1.14% | Add +19.9% | 1,064,906 | $66.4M |
| Avidian Wealth Enterprises, LLC | 2.98% | Add +4.6% | 1,052,778 | $65.6M |
| Citigroup Inc. | 0.06% | Add +50.9% | 1,051,674 | $65.5M |
| Bank of Nova Scotia | 0.13% | No change | 1,043,500 | $65.0M |
| Phillips Financial Management, LLC | 5.02% | Reduce -5.8% | 1,037,879 | $64.7M |
| Integrated Wealth Concepts LLC | 0.79% | Add +33.4% | 1,034,035 | $64.4M |
| Cape Cod Five Cents Savings Bank | 5.90% | Reduce -0.2% | 1,033,266 | $64.4M |
| MCF Advisors LLC | 4.50% | Add +3.9% | 1,029,614 | $64.2M |
| Harbour Investments, Inc. | 1.92% | Add +760.6% | 1,023,619 | $63.8M |
| Private Advisor Group, LLC | 0.40% | Add +7.2% | 1,022,463 | $63.7M |
| Capital Analysts, LLC | 2.56% | Add +1.6% | 1,009,250 | $62.9M |
| Cambridge Investment Research Advisors, Inc. | 0.21% | Reduce -9.0% | 1,008,806 | $62.9M |
| American Trust | 5.18% | Add +2.2% | 1,007,460 | $62.8M |
| Destination Wealth Management | 1.95% | Add +1.2% | 1,006,672 | $62.7M |
| First Horizon Advisors, Inc. | 1.70% | Add +1.1% | 982,484 | $61.2M |
| Whittier Trust Co. of Nevada Inc. | 1.58% | Add +0.6% | 979,280 | $61.0M |
| Alliancebernstein L.P. | 0.02% | Add +21.7% | 965,191 | $60.2M |
| Clearstead Advisors, LLC | 0.93% | Add +2.1% | 958,395 | $59.7M |
| Valmark Advisers, Inc. | 0.93% | Reduce -1.1% | 949,195 | $59.2M |
| Bangor Savings Bank | 5.52% | Add +0.1% | 941,283 | $58.7M |
| Chicago Partners Investment Group LLC | 2.06% | Add +1.5% | 924,341 | $57.6M |
| MassMutual Private Wealth & Trust, FSB | 1.63% | Reduce -6.6% | 920,994 | $57.4M |
| Alaska Wealth Advisors, LLC | 8.48% | Reduce -2.6% | 907,146 | $56.5M |
| Arrow Financial Corp | 5.10% | Reduce -0.7% | 885,263 | $55.2M |
| Cwm, LLC | 0.24% | Reduce -4.1% | 883,430 | $55.1M |
| Pine Ridge Advisers LLC | 5.43% | Add +2.3% | 874,710 | $54.5M |
| Modera Wealth Management, LLC | 0.66% | Reduce -2.1% | 831,242 | $51.8M |
| West Paces Advisors Inc. | 12.58% | Add +1.1% | 824,360 | $51.4M |
| Voya Investment Management LLC | 0.06% | Reduce -25.6% | 817,466 | $50.9M |
| Manufacturers Life Insurance Company, The | 0.04% | Add +2.7% | 809,988 | $50.5M |
| CKW Financial Group | 6.09% | Add +0.7% | 814,677 | $50.4M |
| HSBC Holdings PLC | 0.03% | Reduce -50.6% | 806,486 | $50.3M |
| MainStreet Investment Advisors LLC | 6.66% | Reduce -16.5% | 804,772 | $50.2M |
| Thrivent Financial for Lutherans | 0.09% | Reduce -24.4% | 796,844 | $49.7M |
| Fifth Third Wealth Advisors LLC | 3.04% | Add +20.4% | 796,144 | $49.6M |
| First Hawaiian Bank | 1.57% | Reduce -10.0% | 784,671 | $48.9M |
| CW Advisors, LLC | 0.65% | Add +418.4% | 778,257 | $48.5M |
| HBC Financial Services, PLLC | 29.37% | Reduce -0.4% | 770,821 | $48.3M |
| JNBA Financial Advisors | 4.74% | Reduce -0.7% | 755,387 | $47.1M |
| Crewe Advisors LLC | 5.46% | Add +6.4% | 755,274 | $47.1M |
| First Business Financial Services, Inc. | 4.68% | Reduce -1.3% | 749,645 | $46.7M |
| Choreo, LLC | 0.68% | Add +31.9% | 753,790 | $46.6M |
| Pinebridge Investments, L.P. | 0.35% | New | 746,750 | $46.5M |
| Bank of Stockton | 13.99% | Reduce -0.4% | 744,586 | $46.4M |
| Truefg, LLC | 15.15% | Add +3.4% | 744,038 | $46.4M |
| MBL Wealth, LLC | 4.98% | Add +1.1% | 741,972 | $46.2M |
| Axxcess Wealth Management, LLC | 1.16% | Add +1.2% | 733,987 | $45.7M |
| Quadrant Capital Group LLC | 3.16% | Add +1.3% | 730,392 | $45.5M |
| Magnus Financial Group LLC | 4.61% | Add +3.8% | 725,390 | $45.2M |
| Evermay Wealth Management LLC | 7.10% | Reduce -3.4% | 709,144 | $44.2M |
| Journey Advisory Group, LLC | 5.24% | Reduce -0.0% | 746,894 | $43.7M |
| Voya Financial Advisors, Inc. | 4.71% | Add +0.6% | 700,707 | $43.6M |
| Fiera Capital Corp | 0.13% | Reduce -2.6% | 692,243 | $43.1M |
| JFS Wealth Advisors, LLC | 2.87% | Add +2.6% | 688,561 | $42.9M |
| Retirement Income Solutions, Inc. | 9.79% | Add +2.1% | 687,425 | $42.8M |
| Portland Global Advisors LLC | 5.30% | Add +3.2% | 676,005 | $42.1M |
| Wealthquest Corp | 3.70% | Add +24.3% | 679,755 | $42.0M |
| Waverly Advisors, LLC | 0.78% | Add +2.2% | 673,520 | $42.0M |
| Atria Wealth Solutions, Inc. | 0.45% | Add +0.9% | 667,298 | $41.6M |
| Chesley Taft & Associates LLC | 1.96% | Reduce -0.2% | 660,711 | $41.2M |
| Resonant Capital Advisors, LLC | 3.01% | Add +4.3% | 657,561 | $41.0M |
| Grove Bank & Trust | 6.05% | Reduce -9.1% | 657,480 | $41.0M |
| Capital Asset Advisory Services LLC | 2.05% | Add +0.5% | 661,581 | $40.9M |
| Blair William & Co. | 0.12% | Add +40.6% | 653,818 | $40.7M |
| Nadler Financial Group, Inc. | 4.41% | Add +0.7% | 641,259 | $40.0M |
| Lowe Brockenbrough & Co. Inc. | 2.54% | Add +13.4% | 638,353 | $39.8M |
| Sax Wealth Advisors, LLC | 3.53% | Reduce -18.6% | 635,374 | $39.6M |
| Prio Wealth Limited Partnership | 1.15% | Add +1.5% | 630,242 | $39.3M |
| Lazard Asset Management LLC | 0.06% | Add +0.2% | 629,380 | $39.2M |
| Ameritas Advisory Services, LLC | 1.68% | Reduce -8.1% | 626,305 | $39.0M |
| Fulton Breakefield Broenniman LLC | 2.71% | Reduce -0.1% | 622,726 | $38.8M |
| ESL Trust Services, LLC | 8.64% | Add +0.1% | 612,016 | $38.1M |
| FineMark National Bank & Trust | 1.32% | Add +1.3% | 607,277 | $37.8M |
| Johnson Investment Counsel Inc. | 0.37% | Add +0.1% | 606,959 | $37.8M |
| New England Professional Planning Group Inc. | 18.66% | Add +1.1% | 605,100 | $37.7M |
| Intrust Bank NA | 3.77% | Add +7.4% | 604,103 | $37.6M |
| Graypoint LLC | 2.40% | Add +2.8% | 600,522 | $37.4M |
| Macquarie Group Ltd. | 0.04% | Add +39.5% | 590,773 | $36.8M |
| Avantax Advisory Services, Inc. | 0.24% | Add +5.4% | 587,384 | $36.6M |
| Summit Financial Strategies, Inc. | 4.08% | Reduce -1.5% | 581,991 | $36.3M |
| Raymond James Trust N.A. | 0.79% | Add +30.2% | 580,932 | $36.2M |
| Bartlett & Co. Wealth Management LLC | 0.51% | Add +48.1% | 571,042 | $35.6M |
| Allworth Financial LP | 0.21% | Reduce -8.6% | 565,224 | $35.2M |
| Integrated Advisors Network LLC | 1.69% | Add +0.5% | 564,617 | $35.2M |
| CJM Wealth Advisers, Ltd. | 11.90% | Reduce -0.0% | 557,109 | $34.7M |
| Financial Counselors Inc. | 0.51% | Add +49.1% | 556,162 | $34.7M |
| Harbor Group, Inc. | 7.98% | Reduce -10.9% | 553,609 | $34.5M |
| Forvis Mazars Wealth Advisors, LLC | 0.79% | Reduce -19.7% | 553,088 | $34.5M |
| Diversified Trust Co. | 0.87% | Add +8.4% | 552,623 | $34.4M |
| Boston Financial Mangement LLC | 1.03% | Add +1.8% | 551,862 | $34.4M |
| CIBC Private Wealth Group LLC | 0.06% | Add +3.3% | 549,507 | $34.2M |
| Hancock Whitney Corp. | 1.10% | Reduce -1.1% | 549,319 | $34.2M |
| Marshall Wace, LLP | 0.04% | New | 547,802 | $34.1M |
| NewSquare Capital LLC | 2.71% | Add +3.1% | 547,215 | $34.1M |
| Hudock, Inc. | 5.85% | Add +1.1% | 543,435 | $33.9M |
| NorthCoast Asset Management LLC | 0.24% | Add +34.8% | 603,602 | $33.8M |
| Focus Partners Wealth | 0.11% | Reduce -77.8% | 538,184 | $33.5M |
| Beaumont Financial Advisors, LLC | 2.62% | Reduce -2.1% | 537,718 | $33.5M |
| Oppenheimer & Co. Inc. | 0.50% | Reduce -0.9% | 529,589 | $33.0M |
| Capital Investment Advisors, LLC | 0.67% | Reduce -1.9% | 524,928 | $32.7M |
| Old Second National Bank of Aurora | 7.86% | Add +0.2% | 522,745 | $32.6M |
| Envestnet Portfolio Solutions, Inc. | 0.10% | Reduce -7.8% | 518,169 | $32.3M |
| United Capital Financial Advisors, LLC | 0.26% | Add +0.1% | 513,784 | $32.0M |
| Edge Capital Group, LLC | 1.38% | Add +1.4% | 498,091 | $31.0M |
| Bristlecone Advisors, LLC | 2.48% | Add +1.1% | 494,659 | $30.8M |
| RTD Financial Advisors, Inc. | 3.89% | Add +471.6% | 493,665 | $30.8M |
| Wilmington Savings Fund Society, FSB | 0.55% | Add +29.0% | 488,877 | $30.5M |
| Zions Bancorporation, N.A. | 2.20% | Reduce -3.9% | 484,747 | $30.2M |
| Urban Financial Advisory Corp | 16.63% | Reduce -0.5% | 483,597 | $30.1M |
| Mesirow Financial Investment Management, Inc. | 0.58% | Add +3.4% | 481,959 | $30.0M |
| Callan Family Office, LLC | 5.04% | Add +9.2% | 481,182 | $30.0M |
| Apollon Wealth Management, LLC | 0.85% | Add +214.7% | 480,535 | $29.9M |
| Graves Light Lenhart Wealth, Inc. | 3.65% | Reduce -8.8% | 475,973 | $29.7M |
| Spire Wealth Management | 1.00% | Reduce -3.2% | 474,242 | $29.6M |
| Dynamic Advisor Solutions LLC | 0.89% | Reduce -0.4% | 473,750 | $29.5M |
| Perigon Wealth Management, LLC | 0.79% | Add +0.5% | 472,501 | $29.4M |
| D.A. Davidson & Co. | 0.24% | Add +0.4% | 470,963 | $29.4M |
| New York Life Investment Management LLC | 0.28% | Add +63.7% | 468,766 | $29.2M |
| Human Investing LLC | 5.28% | Add +1.1% | 467,926 | $29.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -1.4% | 467,839 | $29.2M |
| Shoker Investment Counsel, Inc. | 9.77% | Reduce -1.8% | 466,351 | $29.1M |
| Natixis Advisors, LLC | 0.06% | Add +7.9% | 464,918 | $29.0M |
| YHB Investment Advisors, Inc. | 2.38% | Add +1.2% | 461,544 | $28.8M |
| TRUE Private Wealth Advisors | 3.42% | Add +4.2% | 460,362 | $28.7M |
| Ritter Daniher Financial Advisory LLC / DE | 8.24% | Add +2.0% | 455,125 | $28.4M |
| Savant Capital, LLC | 0.23% | Add +2.4% | 451,599 | $28.1M |
| Nottingham Advisors, Inc. | 3.10% | Reduce -6.3% | 450,442 | $28.1M |
| Concurrent Investment Advisors, LLC | 0.83% | Add +4.1% | 450,119 | $28.1M |
| Jane Street Group, LLC | 0.04% | Add +1032.0% | 447,624 | $27.9M |
| Bar Harbor Wealth Management | 1.78% | Add +0.8% | 445,632 | $27.8M |
| Vantage Financial Partners, LLC | 6.88% | Add +8.6% | 445,127 | $27.7M |
| Wealth Advisory Solutions, LLC | 7.53% | Reduce -7.5% | 438,958 | $27.4M |
| Alps Advisors Inc. | 0.18% | Reduce -0.1% | 434,430 | $27.1M |
| Nations Financial Group Inc, /Ia/ | 1.95% | Add +0.9% | 430,482 | $26.8M |
| Randolph Co Inc | 3.09% | Reduce -0.1% | 426,499 | $26.6M |
| Barclays PLC | 0.01% | Add +24.7% | 419,868 | $26.2M |
| Brand Asset Management Group, Inc. | 10.23% | Add +3.6% | 419,292 | $26.1M |
| Salomon & Ludwin, LLC | 2.66% | Reduce -5.6% | 418,973 | $26.1M |
| TD Private Client Wealth LLC | 0.74% | Add +2.5% | 414,663 | $25.8M |
| Beacon Pointe Advisors, LLC | 0.30% | Reduce -4.6% | 413,509 | $25.8M |
| Johnson Financial Group, Inc. | 1.18% | Add +27.9% | 412,717 | $25.7M |
| Arcataur Capital Management LLC | 8.56% | Reduce -0.3% | 405,849 | $25.3M |
| Ashton Thomas Private Wealth, LLC | 1.34% | Add +2.3% | 403,471 | $25.1M |
| Kanawha Capital Management LLC | 1.82% | Add +0.1% | 401,519 | $25.0M |
| Verde Capital Management | 7.50% | Add +1.0% | 401,188 | $25.0M |
| Capital Advisors Inc. | 0.50% | Reduce -7.3% | 400,116 | $24.9M |
| Catalyst Financial Partners LLC | 4.84% | Add +7.8% | 397,073 | $24.7M |
| Investments & Financial Planning, LLC | 15.59% | Reduce -0.4% | 395,142 | $24.6M |
| Fairhaven Wealth Management, LLC | 7.50% | Add +0.5% | 393,213 | $24.5M |
| West Financial Advisors, LLC | 4.71% | Add +11.3% | 391,716 | $24.4M |
| LGL Partners, LLC | 3.42% | Add +0.1% | 390,559 | $24.3M |
| Baron Silver Stevens Financial Advisors, LLC | 4.25% | Add +1.6% | 390,442 | $24.3M |
| Financial Advocates Investment Management | 1.38% | Add +10.1% | 388,500 | $24.3M |
| Bryant Woods Investment Advisors, LLC | 12.33% | Add +389.2% | 388,502 | $24.2M |
| Advisory Services Network, LLC | 0.50% | No change | 413,451 | $24.2M |
| OneDigital Investment Advisors LLC | 0.28% | Add +3.1% | 386,632 | $24.1M |
| Global Retirement Partners, LLC | 0.72% | Reduce -2.6% | 384,431 | $24.0M |
| Sanctuary Advisors, LLC | 0.15% | Add +2.6% | 353,387 | $23.6M |
| Twele Capital Management, Inc. | 4.94% | Add +2.2% | 377,432 | $23.5M |
| Curi Capital, LLC | 0.53% | Add +1.1% | 375,224 | $23.4M |
| Alpine Bank Wealth Management | 3.70% | — | 371,983 | $23.2M |
| NewEdge Advisors, LLC | 0.15% | Reduce -5.4% | 371,865 | $23.2M |
| Sigma Planning Corp | 0.71% | Reduce -15.0% | 371,391 | $23.1M |
| New Harbor Financial Group, LLC | 6.64% | New | 370,626 | $23.1M |
| Fort Washington Investment Advisors Inc. | 0.14% | Add +159.7% | 367,425 | $22.9M |
| King Wealth Management Group | 3.53% | Add +0.9% | 363,038 | $22.6M |
| Iowa State Bank | 4.63% | Add +7.0% | 361,419 | $22.5M |
| Trilogy Capital Inc. | 1.12% | Add +1.3% | 356,111 | $22.2M |
| Argent Trust Co | 0.92% | Reduce -1.9% | 354,958 | $22.1M |
| Enterprise Bank & Trust Co | 7.13% | Reduce -0.3% | 354,946 | $22.1M |
| Horan Capital Advisors, LLC. | 7.32% | Reduce -0.6% | 353,400 | $22.0M |
| Glenmede Trust Co. NA | 0.10% | Reduce -2.4% | 351,577 | $21.9M |
| Courier Capital LLC | 1.49% | Add +11.0% | 348,681 | $21.7M |
| jvl associates llc | 8.37% | Reduce -6.2% | 348,358 | $21.7M |
| Glenview Trust Co | 0.41% | Add +2.9% | 344,406 | $21.5M |
| Madison Asset Management, LLC | 0.24% | Reduce -1.0% | 341,519 | $21.3M |
| Altus Wealth Management, LLC | 9.97% | Reduce -0.7% | 340,875 | $21.2M |
| First National Trust Co | 0.82% | Reduce -1.5% | 338,899 | $21.1M |
| Peninsula Asset Management Inc. | 10.57% | Add +1.1% | 336,275 | $21.0M |
| Mutual of America Capital Management LLC | 0.22% | Add +29.6% | 335,805 | $20.9M |
| Mason Street Advisors, LLC | 2.54% | No change | 335,500 | $20.9M |
| Pinnacle Financial Partners Inc | 0.42% | Add +2.6% | 335,392 | $20.9M |
| Bailard, Inc. | 0.54% | Add +0.6% | 335,157 | $20.9M |
| Greenwood Gearhart LLC | 1.72% | Add +10.8% | 332,540 | $20.7M |
| Conning Inc. | 0.71% | No change | 330,740 | $20.6M |
| Tompkins Financial Corp. | 1.96% | Add +1.4% | 327,574 | $20.4M |
| Drake & Associates, LLC | 6.58% | Add +3.9% | 326,811 | $20.4M |
| EP Wealth Advisors, LLC | 0.17% | Add +19.1% | 325,547 | $20.3M |
| Per Stirling Capital Management, LLC. | 2.79% | Add +1.3% | 323,184 | $20.1M |
| Coldstream Capital Management Inc. | 0.43% | Reduce -3.5% | 322,622 | $20.1M |
| Horan Securities, Inc. | 7.70% | Add +4.5% | 319,628 | $19.9M |
| Soltis Investment Advisors LLC | 1.94% | Add +1.9% | 318,190 | $19.8M |
| DHJJ Financial Advisors, Ltd. | 7.78% | Reduce -1.4% | 315,286 | $19.6M |
| Arkos Global Advisors | 2.84% | Add +3.4% | 314,008 | $19.6M |
| Orin Green Financial, LLC | 8.41% | Add +1.0% | 312,835 | $19.5M |
| Petix & Botte Co | 5.13% | Add +2.7% | 309,233 | $19.3M |
| Allspring Global Investments Holdings, LLC | 0.03% | No change | 306,803 | $19.1M |
| Valley Forge Investment Consultants Inc. Adv | 6.61% | Add +1.6% | 304,041 | $18.9M |
| CFS Investment Advisory Services, LLC | 1.58% | Reduce -48.9% | 301,228 | $18.8M |
| Atlantic Edge Private Wealth Management, LLC | 5.70% | Add +7.3% | 300,241 | $18.7M |
| Simmons Bank | 1.35% | Reduce -0.2% | 299,953 | $18.7M |
| Lynch & Associates | 3.95% | Add +0.7% | 299,751 | $18.7M |
| GenWealth Group, Inc. | 4.29% | Add +2.8% | 299,126 | $18.6M |
| Proathlete Wealth Management LLC | 7.66% | Add +5.8% | 298,424 | $18.6M |
| Journey Strategic Wealth LLC | 0.68% | Reduce -0.1% | 298,074 | $18.6M |
| Principal Financial Group Inc. | 0.01% | Add +1.2% | 297,152 | $18.5M |
| Ironwood Financial, llc | 3.89% | Add +4.5% | 296,998 | $18.5M |
| Marietta Wealth Management, LLC | 2.67% | Add +3.1% | 295,287 | $18.4M |
| Westwood Holdings Group Inc. | 0.14% | Add +303.6% | 294,108 | $18.3M |
| Whitcomb & Hess, Inc. | 5.45% | Reduce -1.4% | 294,055 | $18.3M |
| Leavell Investment Management, Inc. | 0.91% | Add +2.2% | 293,965 | $18.3M |
| Acima Private Wealth, LLC | 6.14% | Add +1.5% | 293,945 | $18.3M |
| Smithfield Trust Co | 0.89% | Add +2.7% | 292,044 | $18.2M |
| AAF Wealth Management, LLC | 9.15% | Add +0.6% | 291,517 | $18.2M |
| Wealthspire Retirement, LLC | 1.46% | Add +3.8% | 289,384 | $18.0M |
| Cim Investment Management Inc. | 5.31% | Reduce -0.6% | 288,120 | $18.0M |
| Cambridge Advisors Inc. | 3.92% | Add +3.7% | 287,822 | $17.9M |
| Coastline Trust Co | 2.10% | Reduce -25.8% | 286,405 | $17.8M |
| Pinnacle Associates Ltd. | 0.30% | Reduce -79.7% | 63,912 | $17.7M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.67% | Add +0.2% | 280,331 | $17.5M |
| Harbour Trust & Investment Management Co | 1.97% | Add +8.0% | 277,512 | $17.3M |
| Cantor Fitzgerald Investment Advisors L.P. | 1.18% | Add +24.9% | 277,410 | $17.3M |
| Financial Management Network Inc. | 3.61% | Add +5.8% | 276,639 | $17.2M |
| PACK Private Wealth, LLC | 9.72% | Add +2.3% | 275,247 | $17.2M |
| Divergent Wealth Advisors | 3.11% | Add +3.7% | 273,254 | $17.0M |
| Cape Ann Savings Bank | 9.83% | Add +1.4% | 271,898 | $16.9M |
| Crescent Grove Advisors, LLC | 1.72% | Add +0.3% | 270,770 | $16.9M |
| Brown Brothers Harriman & Co. | 0.11% | Add +98.2% | 269,701 | $16.8M |
| McKinley Carter Wealth Services, Inc. | 1.01% | Add +2.3% | 267,170 | $16.7M |
| Independent Financial Group, LLC | 0.61% | Add +2.8% | 265,530 | $16.5M |
| Norris Perne & French LLP | 1.14% | Add +1.9% | 265,370 | $16.5M |
| Centerpoint Advisors, LLC | 5.71% | Add +0.9% | 263,627 | $16.4M |
| Marino, Stram & Associates LLC | 3.63% | Add +2.1% | 260,639 | $16.2M |
| Avondale Wealth Management | 10.52% | Add +2.3% | 259,773 | $16.2M |
| First Nebraska Trust Co | 1.57% | Add +0.5% | 259,745 | $16.2M |
| Symphony Financial, Ltd. Co. | 2.63% | Add +0.6% | 255,595 | $15.9M |
| 1ST Source Bank | 0.89% | Add +0.3% | 253,540 | $15.8M |
| Lodestar Private Asset Management LLC | 2.01% | Reduce -2.6% | 253,111 | $15.8M |
| Asset Management Group, Inc. | 2.22% | Add +3.3% | 252,394 | $15.7M |
| Burns J W & Co. Inc. | 2.04% | Add +1.9% | 252,265 | $15.7M |
| Core Wealth Advisors, Inc. | 5.03% | Add +0.9% | 251,818 | $15.7M |
| IFG Advisory, LLC | 0.99% | Add +3.4% | 249,646 | $15.6M |
| Tower Wealth Partners, Inc. | 9.03% | Add +0.2% | 249,043 | $15.5M |
| Kelman-Lazarov, Inc. | 2.67% | Add +2.0% | 248,954 | $15.5M |
| Evernest Financial Advisors, LLC | 4.17% | Add +2.2% | 248,309 | $15.5M |
| Citizens & Northern Corp. | 4.63% | Add +13.9% | 247,636 | $15.4M |
| Trust Co. of Vermont | 0.77% | Add +1.2% | 246,575 | $15.4M |
| Greenup Street Wealth Management LLC | 3.17% | Add +37.1% | 246,540 | $15.4M |
| Kestra Private Wealth Services, LLC | 0.28% | Reduce -27.3% | 246,412 | $15.4M |
| Titleist Asset Management, LLC | 2.22% | Add +10.7% | 246,066 | $15.3M |
| Texas Capital Bank Wealth Management Services Inc | 1.51% | Add +0.7% | 245,516 | $15.3M |
| Park Avenue Securities LLC | 0.17% | Add +7.7% | 244,422 | $15.2M |
| Sequoia Financial Advisors, LLC | 0.16% | Reduce -4.1% | 243,822 | $15.2M |
| Common Fund for Nonprofit Organizations | 1.82% | New | 243,100 | $15.1M |
| FFT Wealth Management LLC | 1.14% | Reduce -0.3% | 242,143 | $15.1M |
| Montag A & Associates Inc. | 0.71% | Reduce -0.9% | 242,092 | $15.1M |
| Guidance Point Advisors, LLC | 4.56% | Add +1.5% | 241,337 | $15.0M |
| Mechanics Financial Corp | 6.57% | Reduce -0.3% | 240,698 | $15.0M |
| Platt Investment Counsel, LLC | 13.31% | Add +0.8% | 240,585 | $15.0M |
| Towercrest Capital Management | 2.41% | Reduce -10.3% | 239,991 | $15.0M |
| Gladstone Institutional Advisory LLC | 0.72% | Add +6.2% | 237,943 | $14.8M |
| One Day In July LLC | 1.66% | Reduce -23.3% | 237,103 | $14.8M |
| FSM Wealth Advisors, LLC | 3.91% | Add +11.3% | 236,587 | $14.7M |
| Winthrop Advisory Group LLC | 1.80% | Add +2.0% | 234,319 | $14.6M |
| Orion Porfolio Solutions, LLC | 0.15% | Add +5.6% | 234,287 | $14.6M |
| Orion Portfolio Solutions, LLC | 0.15% | Add +5.6% | 234,287 | $14.6M |
| Burkett Financial Services, LLC | 6.02% | Add +2.6% | 233,602 | $14.6M |
| Clarity Wealth Advisors, LLC | 4.22% | Add +4.7% | 233,054 | $14.5M |
| Argent Advisors, Inc. | 5.38% | Add +1.1% | 232,476 | $14.5M |
| Aft, Forsyth & Sober, LLC | 4.74% | Reduce -0.7% | 231,325 | $14.4M |
| Hubbell Strickland Wealth Management, LLC | 6.71% | Add +0.8% | 230,084 | $14.3M |
| Freedom Investment Management, Inc. | 1.13% | Reduce -10.1% | 227,706 | $14.2M |
| Pacific Center for Financial Services | 3.74% | Add +2.5% | 227,613 | $14.2M |
| PDS Planning, Inc | 1.26% | Reduce -73.7% | 225,981 | $14.1M |
| Smith, Moore & Co. | 1.34% | Add +4.6% | 225,849 | $14.1M |
| Eley Financial Management, Inc | 5.66% | Add +0.1% | 225,589 | $14.1M |
| Windsor Capital Management, LLC | 4.08% | Add +1.1% | 225,425 | $14.0M |
| Ameritas Investment Partners, Inc. | 0.46% | Reduce -12.1% | 224,932 | $14.0M |
| American Financial Advisors, LLC | 1.91% | Reduce -3.2% | 224,446 | $14.0M |
| Robinswood Financial LLC | 5.18% | Add +3.4% | 223,509 | $13.9M |
| Ironwood Wealth Management, LLC. | 4.14% | Add +2.9% | 220,897 | $13.8M |
| Traynor Capital Management, Inc. | 1.12% | Add +17.6% | 220,790 | $13.8M |
| Wealthcare Advisory Partners LLC | 0.39% | Reduce -10.3% | 220,124 | $13.7M |
| Ancora Advisors LLC | 0.31% | Reduce -0.9% | 219,707 | $13.7M |
| Beacon Financial Planning, Inc. | 8.43% | Reduce -3.5% | 219,155 | $13.7M |
| Precedent Wealth Partners, LLC | 4.48% | Reduce -0.9% | 217,805 | $13.6M |
| Accretive Wealth Partners, LLC | 5.54% | Reduce -0.9% | 212,370 | $13.2M |
| Cibc World Market Inc. | 0.03% | Reduce -1.4% | 210,211 | $13.1M |
| Pittenger & Anderson Inc. | 0.49% | Add +5.4% | 210,142 | $13.1M |
| Turtle Creek Wealth Advisors, LLC | 2.62% | Add +2.9% | 209,888 | $13.1M |
| Centaurus Financial, Inc. | 0.83% | Reduce -2.5% | 209,604 | $13.1M |
| Armor Investment Advisors, LLC | 5.41% | Add +7.7% | 209,561 | $13.1M |
| Colonial Trust Advisors | 1.13% | Add +3.6% | 209,199 | $13.0M |
| LTG Capital LLC | 10.84% | Add +3.1% | 209,116 | $13.0M |
| First Western Trust Bank | 0.59% | Reduce -5.4% | 209,062 | $13.0M |
| Neumann Capital Management, LLC | 4.32% | Reduce -5.4% | 208,481 | $13.0M |
| Western Wealth Management, LLC | 0.74% | Add +2.2% | 208,295 | $13.0M |
| CoreCap Advisors, LLC | 0.61% | New | 207,454 | $12.9M |
| Consilio Wealth Advisors, LLC | 5.30% | Add +7.7% | 206,368 | $12.9M |
| Atlanta Consulting Group Advisors, LLC | 3.19% | Reduce -24.3% | 206,036 | $12.8M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.08% | Add +18.8% | 205,527 | $12.8M |
| Advisors Capital Management, LLC | 0.21% | Reduce -11.9% | 205,068 | $12.8M |
| Instrumental Wealth, LLC | 12.42% | Add +2.2% | 201,035 | $12.7M |
| Holland Advisory Services, Inc. | 16.66% | Add +8.8% | 204,421 | $12.7M |
| SWS Partners | 4.05% | Add +2.2% | 204,058 | $12.7M |
| Waldron Private Wealth LLC | 0.53% | Add +47.0% | 203,918 | $12.7M |
| Capital Investment Counsel, LLC | 2.20% | Add +1.8% | 203,804 | $12.7M |
| KMG Fiduciary Partners, LLC | 1.10% | Add +1934.7% | 203,573 | $12.7M |
| Simon Quick Advisors, LLC | 0.80% | Add +1.1% | 203,385 | $12.7M |
| Galvin, Gaustad & Stein, LLC | 1.14% | Add +2.0% | 202,273 | $12.6M |
| Meridian Wealth Management, LLC | 0.62% | New | 200,971 | $12.5M |
| D. E. Shaw & Co. | 0.02% | Add +395.4% | 199,657 | $12.4M |
| Forbes J M & Co. LLP | 1.21% | Reduce -0.1% | 199,575 | $12.4M |
| Peninsula Wealth, LLC | 2.17% | Add +5.7% | 194,853 | $12.4M |
| Guardian Wealth Advisors, LLC | 7.49% | Add +4.3% | 194,554 | $12.1M |
| Riverpoint Wealth Management Holdings, LLC | 3.10% | Add +1.8% | 194,018 | $12.1M |
| AMG National Trust Bank | 0.33% | Reduce -15.7% | 192,680 | $12.0M |
| Summit Financial, LLC | 0.47% | Add +143.6% | 192,078 | $12.0M |
| Robertson Stephens Wealth Management, LLC | 0.44% | Add +843.9% | 191,785 | $12.0M |
| Encompass Wealth Advisors, LLC | 3.01% | Add +1.8% | 191,718 | $11.9M |
| Pegasus Partners Ltd. | 1.12% | Reduce -3.1% | 191,509 | $11.9M |
| WASHINGTON TRUST Co | 0.42% | Add +14.1% | 190,279 | $11.9M |
| Hardy Reed LLC | 1.06% | Reduce -0.4% | 190,102 | $11.8M |
| Affiance Financial, LLC | 2.87% | Reduce -2.1% | 189,814 | $11.8M |
| GFS Advisors, LLC | 2.51% | Add +1998.5% | 189,247 | $11.8M |
| River Street Advisors LLC | 6.43% | Add +1.2% | 188,289 | $11.7M |
| Montecito Bank & Trust | 2.00% | Reduce -0.5% | 188,163 | $11.7M |
| Dupont Capital Management Corp. | 0.97% | Add +75.4% | 186,831 | $11.6M |
| Hilltop Partners LLC | 3.91% | Add +128.4% | 186,498 | $11.6M |
| Madison Wealth Partners, Inc | 3.42% | Add +1.3% | 185,471 | $11.6M |
| Highview Capital Management LLC | 4.66% | Add +4.9% | 183,892 | $11.5M |
| Sandbox Financial Partners, LLC | 4.05% | Add +4.8% | 183,514 | $11.4M |
| First Bank & Trust | 2.16% | Add +0.4% | 182,992 | $11.4M |
| Riggs Asset Managment Co. Inc. | 3.10% | Add +0.8% | 181,853 | $11.3M |
| AdvisorNet Financial, Inc | 0.85% | Add +24.4% | 181,730 | $11.3M |
| Mayflower Financial Advisors, LLC | 1.70% | Reduce -3.4% | 180,604 | $11.3M |
| Choate Investment Advisors | 0.29% | No change | 180,260 | $11.2M |
| Vision Capital Management, Inc. | 1.57% | Reduce -2.0% | 179,220 | $11.2M |
| Meridian Management Co. | 2.83% | Add +11.7% | 178,819 | $11.1M |
| Brown Advisory Inc. | 0.01% | Add +4.5% | 178,535 | $11.1M |
| MTC Wealth Management LLC | 5.01% | Reduce -1.4% | 177,756 | $11.1M |
| Arcus Capital Partners, LLC | 4.01% | Reduce -5.6% | 177,571 | $11.1M |
| Evercore Wealth Management, LLC | 0.17% | Reduce -1.5% | 176,793 | $11.0M |
| Boyd Wealth Management, LLC | 5.58% | Add +71.2% | 176,669 | $11.0M |
| Rwa Wealth Partners, LLC | 0.14% | Reduce -5.7% | 175,961 | $11.0M |
| Two Sigma Investments, LP | 0.03% | New | 175,000 | $10.9M |
| Commerce Bank | 0.07% | Reduce -1.9% | 174,714 | $10.9M |
| Omega Financial Group, LLC | 4.10% | Add +7.7% | 173,685 | $10.8M |
| Pachira Investments Inc. | 8.28% | Add +2.1% | 172,610 | $10.8M |
| Rhumbline Advisers | 0.01% | Add +65.9% | 172,482 | $10.7M |
| First Personal Financial Services | 2.27% | Reduce -1.6% | 171,987 | $10.7M |
| Union Savings Bank | 5.25% | Add +0.7% | 171,793 | $10.7M |
| Independent Solutions Wealth Management, LLC | 2.41% | Reduce -2.6% | 170,927 | $10.7M |
| Sterling Investment Counsel, LLC | 3.78% | Add +1.6% | 170,085 | $10.6M |
| NTV Asset Management LLC | 1.42% | Reduce -9.7% | 169,945 | $10.6M |
| Orrstown Financial Services Inc. | 3.12% | Add +606.5% | 169,305 | $10.6M |
| Synovus Financial Corp. | 0.12% | Add +6.3% | 168,814 | $10.5M |
| NorthCrest Asset Manangement, LLC | 0.32% | Reduce -4.5% | 168,170 | $10.5M |
| Naples Global Advisors, LLC | 0.97% | Add +0.5% | 167,697 | $10.5M |
| JSF Financial, LLC | 3.05% | Reduce -42.1% | 167,530 | $10.4M |
| Matrix Private Capital Group LLC | 6.02% | Add +2.6% | 167,528 | $10.4M |
| Certified Advisory Corp | 1.15% | Add +1.0% | 166,648 | $10.4M |
| Principal Securities, Inc. | 0.25% | Add +78.2% | 165,421 | $10.3M |
| RiverGlades Family Offices LLC | 7.37% | Add +0.8% | 165,235 | $10.3M |
| Bremer Bank National Association | 1.94% | Reduce -6.2% | 164,823 | $10.3M |
| Community Bank, N.A. | 1.29% | Reduce -8.4% | 163,702 | $10.2M |
| First Citizens Bank & Trust Co. | 0.22% | Reduce -7.4% | 163,104 | $10.2M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.27% | Add +1.4% | 162,775 | $10.1M |
| Proffitt & Goodson Inc. | 1.64% | Add +11.6% | 160,948 | $10.0M |
| Crestmont Private Wealth LLC | 4.38% | Add +1.8% | 160,908 | $10.0M |
| TAP Consulting, LLC | 1.97% | Add +1.1% | 160,290 | $10.0M |
| Global Wealth Management Investment Advisory, Inc. | 2.15% | Add +2.6% | 160,154 | $10.0M |
| St. Louis Trust Co | 1.40% | No change | 159,475 | $9.9M |
| IronBridge Private Wealth, LLC | 3.71% | Add +2.6% | 159,399 | $9.9M |
| Trifecta Capital Advisors, LLC | 2.08% | Add +4.5% | 159,275 | $9.9M |
| Carr Financial Group Corp | 2.94% | Add +11.5% | 158,369 | $9.9M |
| Physician Wealth Advisors, Inc. | 1.78% | Add +0.8% | 156,041 | $9.9M |
| IFG Advisors, LLC | 2.10% | Add +5.6% | 157,597 | $9.8M |
| Atria Investments, Inc | 0.12% | Reduce -9.2% | 157,566 | $9.8M |
| DAVENPORT & Co LLC | 0.06% | Add +2.9% | 156,691 | $9.8M |
| National Philanthropic Trust | 0.18% | Reduce -0.4% | 156,231 | $9.7M |
| Ellis Investment Partners, LLC | 1.89% | Reduce -4.2% | 155,590 | $9.7M |
| SWP Financial LLC | 5.89% | Add +25.8% | 154,817 | $9.6M |
| Idaho Trust Co | 4.65% | Add +2.3% | 154,535 | $9.6M |
| Gimbal Financial | 6.23% | Add +6.8% | 153,667 | $9.6M |
| Lido Advisors, LLC | 0.07% | Add +0.6% | 153,768 | $9.6M |
| Telos Capital Management, Inc. | 1.01% | Reduce -0.4% | 153,671 | $9.6M |
| Associated Banc-Corp | 0.28% | Reduce -0.4% | 152,925 | $9.5M |
| Vanguard Group Inc. | 0.00% | Add +4.9% | 152,727 | $9.5M |
| Lindbrook Capital, LLC | 0.84% | Reduce -6.6% | 152,311 | $9.5M |
| Peoples Bank | 4.84% | Reduce -2.4% | 152,256 | $9.5M |
| Parallel Advisors, LLC | 0.22% | Add +3.0% | 152,248 | $9.5M |
| Horizon Investments, LLC | 0.25% | Reduce -91.6% | 151,920 | $9.5M |
| Ramsay, Stattman, Vela & Price, Inc. | 1.76% | Reduce -3.5% | 151,722 | $9.5M |
| London Co. of Virginia | 0.05% | Reduce -46.7% | 151,518 | $9.4M |
| Founders Financial Securities LLC | 0.87% | Reduce -39.8% | 151,456 | $9.4M |
| Campion Asset Management | 6.91% | Add +10.3% | 151,018 | $9.4M |
| Country Club Bank | 0.63% | Reduce -3.3% | 150,446 | $9.4M |
| Stratos Investment Management, LLC | 0.65% | Add +6.9% | 150,244 | $9.4M |
| Mission Creek Capital Partners, Inc. | 2.17% | Reduce -1.1% | 149,423 | $9.3M |
| Wesbanco Bank Inc. | 0.32% | Add +4.4% | 148,960 | $9.3M |
| Little House Capital LLC | 2.66% | Add +3.2% | 148,949 | $9.3M |
| Cullen/Frost Bankers, Inc. | 0.13% | Add +0.4% | 148,297 | $9.2M |
| Partnership Wealth Management, LLC | 6.50% | Add +148.3% | 147,802 | $9.2M |
| Eastern Bank | 0.16% | Add +455.3% | 147,547 | $9.2M |
| Dorsey & Whitney Trust CO LLC | 0.49% | Reduce -1.4% | 147,247 | $9.2M |
| New Hampshire Trust | 1.95% | Add +0.1% | 146,223 | $9.1M |
| BlueChip Wealth Advisors LLC | 4.75% | Add +2.7% | 145,636 | $9.1M |
| J.W. Cole Advisors, Inc. | 0.38% | Add +0.8% | 145,135 | $9.0M |
| Harbor Advisory Corp. | 2.93% | Reduce -0.3% | 144,048 | $9.0M |
| Cahill Financial Advisors Inc. | 1.23% | Add +1.3% | 143,983 | $9.0M |
| NewEdge Wealth, LLC | 0.16% | Add +148.2% | 143,939 | $9.0M |
| Asset Allocation Strategies LLC | 2.54% | Add +9.3% | 143,097 | $8.9M |
| Baker Tilly Wealth Management, LLC | 3.93% | Add +5.2% | 142,633 | $8.9M |
| Zacks Investment Management | 0.08% | Reduce -6.1% | 142,229 | $8.9M |
| Prime Capital Investment Advisors, LLC | 0.13% | Reduce -6.7% | 142,027 | $8.9M |
| Prudential Financial Inc. | 0.01% | Reduce -5.0% | 141,953 | $8.8M |
| Hiley Hunt Wealth Management | 5.06% | Add +3.1% | 141,722 | $8.8M |
| TruWealth Advisors, LLC | 0.53% | Add +2.3% | 139,844 | $8.7M |
| Rossmore Private Capital | 1.07% | Add +1.0% | 139,521 | $8.7M |
| Colton Groome Financial Advisors, LLC | 3.25% | Reduce -2.0% | 139,489 | $8.7M |
| Fairway Wealth LLC | 4.41% | Add +12.2% | 139,442 | $8.7M |
| Stratos Wealth Advisors, LLC | 0.40% | Add +8.9% | 138,669 | $8.6M |
| Great Valley Advisor Group, Inc. | 0.21% | Reduce -5.0% | 138,333 | $8.6M |
| Kingsview Wealth Management, LLC | 0.18% | Add +6.6% | 137,023 | $8.5M |
| Bordeaux Wealth Advisors LLC | 1.54% | Reduce -1.5% | 137,004 | $8.5M |
| Burke & Herbert Bank & Trust Co. | 1.97% | Add +1.6% | 136,236 | $8.5M |
| Better Money Decisions, LLC | 5.95% | Reduce -8.0% | 134,555 | $8.4M |
| Good Life Advisors, LLC | 0.52% | Add +103.8% | 134,330 | $8.4M |
| KOM Wealth Management Group, LLC | 6.97% | Add +4.8% | 134,187 | $8.4M |
| Belpointe Asset Management LLC | 0.50% | Add +24.6% | 133,915 | $8.3M |
| AtlasMark Financial, Inc | 7.67% | — | 132,314 | $8.2M |
| GHP Investment Advisors, Inc. | 0.38% | Add +0.1% | 132,149 | $8.2M |
| Farther Finance Advisors, LLC | 0.31% | Add +14.2% | 132,121 | $8.2M |
| Eldridge Investment Advisors, Inc. | 1.93% | No change | 132,066 | $8.2M |
| IFP Advisors, Inc | 0.30% | Add +4.5% | 131,941 | $8.2M |
| CX Institutional | 0.36% | Reduce -41.2% | 131,895 | $8.2M |
| Destiny Capital Corp | 5.07% | Add +4.7% | 131,655 | $8.2M |
| Halpern Financial, Inc. | 2.11% | Add +0.4% | 132,268 | $8.2M |
| Ullmann Wealth Partners Group, LLC | 1.05% | Reduce -2.0% | 130,476 | $8.1M |
| Magnolia Capital Management Ltd. | 6.47% | Reduce -0.1% | 130,470 | $8.1M |
| Coyle Financial Counsel LLC | 2.84% | Add +1.9% | 138,875 | $8.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.19% | Add +7.8% | 129,924 | $8.1M |
| MetLife Investment Management, LLC | 0.05% | Reduce -0.7% | 129,870 | $8.1M |
| SPC Financial, Inc. | 0.71% | Add +10.4% | 129,701 | $8.1M |
| Dentgroup LLC | 6.03% | Add +36.1% | 129,441 | $8.1M |
| Tectonic Advisors LLC | 0.53% | Add +4.7% | 129,255 | $8.1M |
| STAR Financial Bank | 5.42% | Reduce -9.3% | 129,031 | $8.0M |
| Lake Street Private Wealth, LLC | 1.29% | Add +5.3% | 128,714 | $8.0M |
| Fiduciary Group, LLC | 0.81% | Add +2.3% | 128,141 | $8.0M |
| Advisory Alpha, LLC | 0.28% | Reduce -0.7% | 128,020 | $8.0M |
| Montis Financial, LLC | 2.83% | New | 127,600 | $8.0M |
| StrongBox Wealth, LLC | 3.40% | Add +11.2% | 127,358 | $7.9M |
| Alley Investment Management Company, LLC | 1.00% | Add +34.5% | 127,204 | $7.9M |
| Mgo One Seven LLC | 0.34% | Add +9.0% | 127,187 | $7.9M |
| Pettyjohn, Wood & White, Inc. | 1.45% | Add +1.3% | 126,585 | $7.9M |
| Richwood Investment Advisors, LLC | 6.49% | Reduce -2.2% | 126,016 | $7.9M |
| GC Wealth Management RIA, LLC | 1.37% | Reduce -0.5% | 125,969 | $7.9M |
| Citizens National Bank Trust Department | 1.64% | Reduce -0.3% | 125,116 | $7.8M |
| Cahill Wealth Management, LLC | 4.02% | Reduce -0.4% | 125,000 | $7.8M |
| RFP Financial Group LLC | 2.54% | Add +2.7% | 124,902 | $7.8M |
| First National Bank of Hutchinson | 5.02% | Reduce -1.6% | 124,660 | $7.8M |
| HB Wealth Management, LLC | 0.08% | Add +5.2% | 123,269 | $7.7M |
| Mascoma Wealth Management LLC | 1.91% | Reduce -5.4% | 123,020 | $7.7M |
| Atticus Wealth Management, LLC | 2.44% | Add +3.1% | 121,763 | $7.6M |
| Northstar Advisory Group, LLC | 3.92% | Add +239.8% | 121,125 | $7.5M |
| Canal Capital Management, LLC | 1.20% | Reduce -0.9% | 120,901 | $7.5M |
| Topel & Distasi Wealth Management, LLC | 3.12% | Add +3.9% | 120,611 | $7.5M |
| Bank of Hawaii | 0.31% | Add +1.1% | 120,520 | $7.5M |
| Chevy Chase Trust Holdings, LLC | 0.02% | Add +2.4% | 119,961 | $7.5M |
| Pinnacle Bancorp, Inc. | 2.00% | Add +8.6% | 119,942 | $7.5M |
| Nwam LLC | 0.46% | New | 119,827 | $7.5M |
| Rogco, LP | 2.92% | Reduce -3.9% | 119,572 | $7.5M |
| Watchman Group, Inc. | 1.94% | Add +53.0% | 119,452 | $7.4M |
| Ewa, LLC | 2.66% | Add +1.6% | 114,636 | $7.4M |
| Meridian Financial Advisors, LLC | 4.94% | Add +0.3% | 118,711 | $7.4M |
| Exencial Wealth Advisors, LLC | 0.26% | Reduce -7.1% | 118,078 | $7.4M |
| Level Four Advisory Services, LLC | 0.31% | Add +5.5% | 118,565 | $7.3M |
| Private Trust Co. NA | 0.74% | Reduce -2.5% | 117,669 | $7.3M |
| Peapack Gladstone Financial Corp. | 0.11% | Add +3.8% | 117,392 | $7.3M |
| Sterling Investment Advisors LLC | 4.11% | Add +3.4% | 117,173 | $7.3M |
| Capital Investment Advisory Services, LLC | 0.69% | Add +0.6% | 117,153 | $7.3M |
| Novare Capital Management LLC | 0.62% | Add +4.3% | 117,068 | $7.3M |
| IHT Wealth Management, LLC | 0.21% | Add +46.0% | 117,178 | $7.3M |
| Global Wealth Management, LLC | 4.89% | — | 115,881 | $7.2M |
| Alliance Wealth Advisors, LLC | 4.15% | Add +1.9% | 115,747 | $7.2M |
| Citadel Advisors | 0.01% | Reduce -73.4% | 115,649 | $7.2M |
| Pinnbrook Capital Management LP | 2.18% | New | 115,620 | $7.2M |
| EPG Wealth Management LLC | 1.80% | Add +0.0% | 114,576 | $7.1M |
| Wela Strategies, Inc. | 3.11% | Reduce -6.0% | 114,565 | $7.1M |
| Boltwood Capital Management | 2.11% | Reduce -0.1% | 114,160 | $7.1M |
| IFS Advisors, LLC | 5.63% | Add +1.1% | 114,036 | $7.1M |
| Caldwell Trust Co | 0.74% | Add +12.2% | 113,839 | $7.1M |
| Buckingham Capital Management, Inc. | 0.81% | Reduce -1.1% | 113,524 | $7.1M |
| Flagstar Securities, Inc. | 1.78% | Reduce -6.8% | 112,644 | $7.0M |
| PCA Investment Advisory Services Inc. | 3.31% | Add +2.4% | 112,616 | $7.0M |
| GenTrust, LLC | 0.34% | Reduce -5.2% | 112,417 | $7.0M |
| Wescott Financial Advisory Group, LLC | 0.75% | Add +2.0% | 112,252 | $7.0M |
| Exchange Capital Management, Inc. | 1.11% | Reduce -12.8% | 112,196 | $7.0M |
| Prospera Financial Services Inc | 0.18% | Add +0.4% | 111,924 | $7.0M |
| Affinity Capital Advisors, LLC | 1.35% | Add +8.8% | 111,692 | $7.0M |
| Financial Management Professionals, Inc. | 0.86% | Add +96733.9% | 111,359 | $6.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Add +21.8% | 110,682 | $6.9M |
| Triangle Securities Wealth Management | 1.78% | Add +2.3% | 110,528 | $6.9M |
| Afg Fiduciary Services Limited Partnership | 4.64% | Reduce -0.6% | 109,081 | $6.9M |
| Pennsylvania Capital Management Inc. | 2.47% | Add +8.3% | 109,859 | $6.8M |
| Wealth Quarterback LLC | 3.56% | Add +1.1% | 109,858 | $6.8M |
| Elyxium Wealth, LLC | 3.76% | — | 109,742 | $6.8M |
| Avior Wealth Management, LLC | 0.27% | Reduce -11.9% | 109,710 | $6.8M |
| American National Bank & Trust | 0.81% | Reduce -0.4% | 109,613 | $6.8M |
| Abundance Wealth Counselors | 1.41% | New | 109,272 | $6.8M |
| Birch Hill Investment Advisors LLC | 0.32% | Add +0.2% | 109,154 | $6.8M |
| Mather Group, Llc. | 0.09% | Reduce -4.3% | 109,029 | $6.8M |
| Enclave Advisors LLC | 1.15% | — | 108,955 | $6.8M |
| Jefferies Financial Group Inc. | 0.12% | Add +5.8% | 108,853 | $6.8M |
| CreativeOne Wealth, LLC | 0.23% | Add +29.6% | 108,390 | $6.8M |
| Essex Financial Services, Inc. | 0.48% | Reduce -4.2% | 107,400 | $6.7M |
| GYL Financial Synergies, LLC | 0.51% | Add +2.3% | 107,955 | $6.7M |
| Pettinga Financial Advisors LLC | 1.58% | Add +2.1% | 107,298 | $6.7M |
| Sheets Smith Wealth Management | 0.82% | Add +0.0% | 107,255 | $6.7M |
| Legacy Trust | 1.53% | Reduce -0.8% | 106,670 | $6.6M |
| Regal Investment Advisors LLC | 0.46% | Reduce -5.8% | 106,204 | $6.6M |
| Smith Shellnut Wilson LLC | 2.97% | Reduce -0.7% | 105,338 | $6.6M |
| Financial Council, LLC | 3.42% | Add +0.5% | 105,310 | $6.6M |
| Lynx Investment Advisory | 4.72% | Add +8.7% | 105,136 | $6.6M |
| Penserra Capital Management LLC | 0.14% | Reduce -6.4% | 104,950 | $6.5M |
| Client First Capital LLC | 3.61% | Reduce -15.2% | 104,681 | $6.5M |
| Cottage Street Advisors LLC | 3.54% | Reduce -0.4% | 104,268 | $6.5M |
| Quad-Cities Investment Group, LLC | 3.26% | Add +39.2% | 103,999 | $6.5M |
| Rehmann Capital Advisory Group | 0.42% | Reduce -0.3% | 103,887 | $6.5M |
| Mutual Advisors, LLC | 0.19% | Add +3.1% | 103,640 | $6.5M |
| Bigelow Investment Advisors, LLC | 2.86% | Add +4.2% | 102,892 | $6.4M |
| SlateStone Wealth, LLC | 0.58% | Add +0.3% | 102,665 | $6.4M |
| FRG Family Wealth Advisors LLC | 1.14% | No change | 101,940 | $6.4M |
| SOL Capital Management CO | 0.70% | Add +2.6% | 101,740 | $6.3M |
| Snowden Capital Advisors LLC | 0.19% | Add +0.8% | 100,537 | $6.3M |
| Two Sigma Securities, LLC | 0.49% | New | 100,131 | $6.2M |
| Wintrust Investments LLC | 4.58% | Reduce -89.6% | 99,251 | $6.2M |
| Councilor Wealth, LLC | 3.01% | Add +0.1% | 98,743 | $6.2M |
| Wrapmanager Inc. | 1.59% | Add +6.0% | 98,435 | $6.1M |
| Creative Financial Designs Inc. | 0.52% | Add +1.1% | 98,418 | $6.1M |
| BayBridge Capital Group, LLC | 4.41% | Add +6.8% | 98,178 | $6.1M |
| 626 Financial, LLC | 3.39% | Reduce -21.9% | 98,172 | $6.1M |
| Clarus Wealth Advisors | 3.12% | Add +1.2% | 98,850 | $6.1M |
| Delta Wealth Advisors LLC | 5.84% | Reduce -3.4% | 97,769 | $6.1M |
| Pitcairn Co. | 0.36% | Reduce -0.1% | 97,280 | $6.1M |
| Old National Bancorp | 0.14% | Add +6.2% | 97,261 | $6.1M |
| Triad Wealth Partners, LLC | 3.21% | Reduce -26.6% | 96,829 | $6.0M |
| Sowell Financial Services LLC | 0.28% | Add +1.1% | 96,753 | $6.0M |
| Twin Focus Capital Partners, LLC | 0.95% | Add +7.0% | 96,484 | $6.0M |
| Richardson Capital Management LLC | 4.17% | Reduce -0.6% | 95,760 | $6.0M |
| Lebenthal Global Advisors, LLC | 1.20% | Add +104.0% | 95,120 | $5.9M |
| Rathbones Group PLC | 0.03% | Reduce -0.6% | 95,065 | $5.9M |
| Avid Wealth Partners LLC | 4.19% | New | 95,002 | $5.9M |
| Pure Financial Advisors, LLC | 0.14% | Add +0.1% | 94,862 | $5.9M |
| Rothschild Wealth LLC | 1.76% | Add +176.0% | 75,650 | $5.9M |
| Bellwether Advisors, LLC | 1.13% | Add +0.4% | 94,723 | $5.9M |
| Centennial Bank | 2.70% | Add +3.9% | 94,599 | $5.9M |
| B. Riley Wealth Advisors, Inc. | 0.16% | Reduce -8.2% | 95,026 | $5.9M |
| ETF Store, Inc. | 6.05% | Reduce -11.1% | 94,292 | $5.9M |
| Bright Financial Advisors, Inc. | 3.73% | Add +3.1% | 94,174 | $5.9M |
| KFA Private Wealth Group, LLC | 2.80% | Reduce -2.7% | 94,106 | $5.9M |
| Flagship Private Wealth, LLC | 2.99% | Add +9.3% | 93,068 | $5.8M |
| Transcendent Capital Group LLC | 2.97% | Add +5.7% | 92,826 | $5.8M |
| Global Trust Asset Management, LLC | 2.14% | Reduce -1.2% | 92,803 | $5.8M |
| Parsons Capital Management Inc. | 0.37% | Reduce -2.0% | 92,647 | $5.8M |
| Old Mission Investment Co LLC | 1.77% | Reduce -1.6% | 92,245 | $5.7M |
| National Bank of Canada | 0.01% | Add +298.9% | 92,010 | $5.7M |
| Arrowroot Family Office, LLC | 3.33% | Add +9.5% | 91,782 | $5.7M |
| Fca Corp. | 1.75% | Add +1.4% | 91,738 | $5.7M |
| Bricktown Capital, LLC | 1.06% | No change | 91,250 | $5.7M |
| Cary Street Partners Investment Advisory LLC | 0.21% | Add +2.0% | 91,136 | $5.7M |
| Evergreen Capital Management LLC | 0.19% | Add +30.0% | 90,855 | $5.7M |
| Dakota Wealth Management | 0.13% | Reduce -0.7% | 90,418 | $5.6M |
| Stephenson & Company, Inc. | 3.77% | Add +3.1% | 89,497 | $5.6M |
| Sabal Trust CO | 0.30% | Add +6.5% | 89,299 | $5.6M |
| Sandy Cove Advisors, LLC | 2.27% | Add +9.8% | 89,262 | $5.6M |
| Midwest Professional Planners, LTD. | 1.70% | Add +0.5% | 89,063 | $5.6M |
| First Merchants Corp. | 0.21% | Add +0.8% | 88,806 | $5.5M |
| Cranbrook Wealth Management, LLC | 1.26% | Reduce -4.4% | 88,391 | $5.5M |
| World Investment Advisors | 0.17% | Add +180.3% | 88,022 | $5.5M |
| CENTRAL TRUST Co | 0.13% | Add +1.8% | 87,883 | $5.5M |
| City Holding Co. | 0.76% | Add +7.2% | 87,458 | $5.4M |
| Scotia Capital Inc. | 0.03% | Add +557.3% | 87,006 | $5.4M |
| Dohj, LLC | 1.26% | Add +9.4% | 87,609 | $5.4M |
| Middleton & Co. Inc. | 0.60% | Reduce -1.3% | 86,675 | $5.4M |
| Opes Wealth Management LLC | 1.03% | Add +3.4% | 86,337 | $5.4M |
| Pacific Financial Group Inc. | 3.93% | Reduce -4.8% | 86,000 | $5.4M |
| Sound Stewardship, LLC | 3.01% | Add +2.0% | 85,993 | $5.4M |
| LBMC Investment Advisors, LLC | 0.42% | Reduce -0.4% | 85,920 | $5.4M |
| Jacobi Capital Management LLC | 0.40% | Add +44.1% | 85,748 | $5.3M |
| Guardian Asset Advisors, LLC | 3.62% | Reduce -1.7% | 85,598 | $5.3M |
| Cascade Wealth Advisors, Inc | 3.81% | Add +8.4% | 85,588 | $5.3M |
| Legacy Private Trust Co. | 0.36% | Reduce -0.6% | 85,554 | $5.3M |
| TCTC Holdings, LLC | 0.18% | Add +6.8% | 85,424 | $5.3M |
| Crestwood Advisors Group, LLC | 0.10% | Reduce -1.3% | 85,311 | $5.3M |
| Fifth Third Securities, Inc. | 0.50% | Reduce -9.4% | 85,304 | $5.3M |
| Grey Ledge Advisors, LLC | 1.36% | Add +2.1% | 85,211 | $5.3M |
| Muirfield Wealth Advisors LLC | 4.51% | Add +1.0% | 85,096 | $5.3M |
| David J Yvars Group | 3.28% | Reduce -8.6% | 85,011 | $5.3M |
| Cornerstone Wealth Management, LLC | 0.37% | Add +1.6% | 84,918 | $5.3M |
| American Century Companies Inc. | 0.00% | Reduce -9.1% | 84,900 | $5.3M |
| BSW Wealth Partners | 0.79% | Add +0.6% | 84,652 | $5.3M |
| Hengehold Capital Management LLC | 0.50% | Add +3.1% | 84,542 | $5.3M |
| Fidelis Capital Partners, LLC | 0.63% | Add +1.9% | 84,325 | $5.3M |
| Arkadios Wealth Advisors | 0.30% | Add +4.9% | 84,231 | $5.2M |
| Castle Wealth Management LLC | 2.09% | Add +2.7% | 84,111 | $5.2M |
| Goldstein Advisors, LLC | 0.79% | Reduce -1.7% | 83,305 | $5.2M |
| Rebalance, LLC | 0.38% | Reduce -2.6% | 83,223 | $5.2M |
| Securian Asset Management, Inc. | 0.15% | Add +2.1% | 82,710 | $5.2M |
| Greenfield Savings Bank | 2.44% | Add +2.9% | 82,674 | $5.2M |
| Trust Co of the South | 1.09% | Add +0.8% | 82,340 | $5.1M |
| PFG Advisors | 0.32% | Add +7.4% | 82,180 | $5.1M |
| USAdvisors Wealth Management, LLC | 1.79% | Reduce -4.7% | 82,163 | $5.1M |
| Leverty Financial Group, LLC | 2.77% | Reduce -2.2% | 81,373 | $5.1M |
| Armbruster Capital Management, Inc. | 1.01% | Reduce -24.0% | 81,314 | $5.1M |
| Merit Financial Group, LLC | 0.11% | Add +59.6% | 81,205 | $5.1M |
| Perritt Capital Management Inc | 2.60% | Reduce -0.5% | 81,140 | $5.1M |
| First National Bank of Omaha | 0.32% | Reduce -3.1% | 80,363 | $5.0M |
| Sonata Capital Group Inc. | 2.12% | Add +0.7% | 80,333 | $5.0M |
| Capital Advisory Group Advisory Services, LLC | 1.99% | Reduce -3.1% | 80,200 | $5.0M |
| MSH Capital Advisors LLC | 1.52% | Reduce -1.6% | 79,794 | $5.0M |
| Schonfeld Strategic Advisors LLC | 0.04% | Reduce -12.3% | 79,623 | $5.0M |
| Wellspring Financial Advisors, LLC | 0.59% | Add +16.7% | 1,490,998 | $4.9M |
| Venture Visionary Partners LLC | 0.22% | Reduce -0.2% | 78,977 | $4.9M |
| CGC Financial Services, LLC | 1.97% | Add +16.1% | 78,843 | $4.9M |
| Gries Financial LLC | 0.92% | Reduce -2.5% | 78,748 | $4.9M |
| Brass Tax Wealth Management, Inc. | 1.05% | Reduce -76.7% | 78,747 | $4.9M |
| Sage Financial Management Group, Inc. | 1.90% | New | 78,609 | $4.9M |
| CRA Financial Services, LLC | 0.90% | Reduce -1.5% | 78,496 | $4.9M |
| PFG Private Wealth Management, LLC | 2.82% | Add +3.2% | 78,192 | $4.9M |
| J. Safra Sarasin Holding AG | 0.08% | New | 78,160 | $4.9M |
| Ellerson Group Inc. | 3.82% | Reduce -0.3% | 78,099 | $4.9M |
| ProVise Management Group, LLC | 0.38% | Reduce -4.8% | 77,797 | $4.8M |
| Seaview Investment Managers LLC | 1.45% | Reduce -5.8% | 77,434 | $4.8M |
| Arete Wealth Advisors, LLC | 0.41% | Reduce -9.7% | 77,337 | $4.8M |
| Birchbrook, Inc. | 2.67% | Add +1668.7% | 77,220 | $4.8M |
| Colonial Trust Co / SC | 0.74% | Add +4.0% | 77,117 | $4.8M |
| CVA Family Office, LLC | 0.78% | Reduce -0.1% | 76,791 | $4.8M |
| Money Concepts Capital Corp. | 0.36% | Add +1.8% | 76,782 | $4.8M |
| Greenland Capital Management LP | 0.86% | New | 76,000 | $4.7M |
| Silver Oak Securities, Incorporated | 0.50% | Add +2.6% | 75,634 | $4.7M |
| Trust Co. of Oklahoma | 1.51% | Add +0.5% | 74,770 | $4.7M |
| SpiderRock Advisors, LLC | 0.10% | Add +25.9% | 74,578 | $4.6M |
| Brighton Jones LLC | 0.17% | Add +6.5% | 74,519 | $4.6M |
| Elevation Point Wealth Partners, LLC | 0.45% | Reduce -4.6% | 74,510 | $4.6M |
| Summit Wealth Partners, LLC | 0.89% | Add +0.4% | 74,202 | $4.6M |
| Brookstone Capital Management | 0.07% | Add +1.5% | 74,189 | $4.6M |
| Sather Financial Group Inc | 0.30% | No change | 73,836 | $4.6M |
| FC Advisory LLC | 1.53% | Reduce -1.7% | 73,116 | $4.6M |
| Vectors Research Management, LLC | 1.37% | Add +137.7% | 73,089 | $4.5M |
| Summit Trail Advisors, LLC | 0.11% | Add +207.2% | 72,675 | $4.5M |
| Forum Private Client Group LLC | 2.00% | Reduce -0.5% | 72,416 | $4.5M |
| Concourse Financial Group Securities, Inc. | 0.27% | Reduce -1.3% | 72,167 | $4.5M |
| Alliance Wealth Management Group | 1.20% | Add +2.4% | 72,160 | $4.5M |
| StoneX Group Inc. | 0.33% | Reduce -3.8% | 72,135 | $4.5M |
| Strategic Financial Concepts, LLC | 1.43% | Reduce -98.3% | 72,116 | $4.5M |
| Sterling Financial Planning, Inc. | 1.66% | Reduce -1.6% | 72,089 | $4.5M |
| Flagship Harbor Advisors, LLC | 0.25% | Add +10.7% | 71,874 | $4.5M |
| Sebold Capital Management, Inc. | 2.95% | Reduce -3.4% | 71,866 | $4.5M |
| Wedmont Private Capital | 0.25% | Add +1.0% | 72,187 | $4.5M |
| Aprio Wealth Management, LLC | 0.71% | Reduce -0.6% | 71,571 | $4.5M |
| Great Diamond Partners, LLC | 1.12% | Reduce -6.5% | 70,889 | $4.4M |
| Nepc LLC | 0.13% | No change | 70,687 | $4.4M |
| Ellevest, Inc. | 0.24% | Reduce -1.7% | 70,386 | $4.4M |
| HighMark Wealth Management LLC | 2.40% | Reduce -4.0% | 70,312 | $4.4M |
| WCG Wealth Advisors LLC | 0.30% | Add +51.7% | 70,124 | $4.4M |
| Creekmur Asset Management LLC | 1.03% | Add +8.3% | 70,029 | $4.4M |
| Hilltop Holdings Inc. | 0.28% | Add +0.1% | 69,891 | $4.4M |
| Composition Wealth, LLC | 0.10% | Reduce -6.9% | 69,835 | $4.4M |
| Qube Research & Technologies Ltd | 0.01% | Add +147.6% | 69,423 | $4.3M |
| Gryphon Financial Partners LLC | 0.60% | Add +0.9% | 69,358 | $4.3M |
| Vestor Capital, LLC | 0.34% | Add +2.1% | 69,203 | $4.3M |
| River Wealth Advisors LLC | 0.57% | Reduce -0.3% | 69,023 | $4.3M |
| Benchmark Financial Wealth Advisors, LLC | 1.43% | Reduce -3.4% | 68,978 | $4.3M |
| Smith Anglin Financial, LLC | 0.41% | Add +0.4% | 68,971 | $4.3M |
| United Bank | 1.98% | Add +0.8% | 68,783 | $4.3M |
| Foundry Financial Group, Inc. | 2.67% | Reduce -0.7% | 68,746 | $4.3M |
| United Community Bank | 1.67% | Reduce -2.3% | 68,647 | $4.3M |
| Blake Schutter Theil Wealth Advisors, LLC | 3.05% | — | 68,221 | $4.3M |
| Cynosure Group, LLC | 0.62% | Reduce -14.9% | 68,158 | $4.2M |
| HTG Investment Advisors, Inc. | 2.00% | Add +6.1% | 68,100 | $4.2M |
| Landmark Wealth Management, LLC | 1.85% | New | 68,077 | $4.2M |
| Heritage Investors Management Corp. | 0.14% | Reduce -4.0% | 68,039 | $4.2M |
| Beirne Wealth Consulting Services, LLC | 1.48% | Add +10.2% | 67,758 | $4.2M |
| Welch & Forbes LLC | 0.05% | Add +6.2% | 67,675 | $4.2M |
| Busey Bank | 0.14% | Add +4.0% | 67,304 | $4.2M |
| Convergence Financial, LLC | 0.89% | Add +5.0% | 66,982 | $4.2M |
| LifeSteps Financial, Inc. | 3.26% | Reduce -1.1% | 66,925 | $4.2M |
| Payden & Rygel | 0.32% | Add +0.3% | 66,796 | $4.2M |
| Walkner Condon Financial Advisors LLC | 0.85% | Add +70.3% | 66,755 | $4.2M |
| Breakwater Capital Group | 0.84% | Add +5.2% | 66,727 | $4.2M |
| Moller Wealth Partners | 1.04% | No change | 66,624 | $4.2M |
| SOA Wealth Advisors, LLC. | 0.79% | Add +0.0% | 66,369 | $4.1M |
| Verus Financial Partners, Inc. | 0.45% | Add +0.3% | 66,868 | $4.1M |
| Central Bank & Trust Co. | 0.57% | Reduce -1.1% | 66,235 | $4.1M |
| Jmac Enterprises LLC | 0.66% | Add +24.2% | 66,104 | $4.1M |
| Newman Dignan & Sheerar, Inc. | 0.99% | Add +2.8% | 65,642 | $4.1M |
| RDA Financial Network | 1.28% | Add +12.3% | 66,049 | $4.1M |
| NBT Bank, N.A. | 0.28% | Reduce -4.3% | 65,842 | $4.1M |
| Aspiriant, LLC | 0.16% | Reduce -8.2% | 65,706 | $4.1M |
| Cambridge Associates LLC /Ma/ | 0.15% | New | 65,691 | $4.1M |
| Parisi Gray Wealth Management | 1.35% | Add +1.5% | 65,458 | $4.1M |
| Willis Johnson & Associates, Inc. | 0.31% | Add +0.5% | 65,442 | $4.1M |
| Laird Norton Wetherby Trust Company, LLC | 0.53% | New | 64,825 | $4.0M |
| Cozad Asset Management Inc. | 0.39% | Add +6.8% | 64,815 | $4.0M |
| Newton One Investments LLC | 1.61% | Add +4.6% | 64,534 | $4.0M |
| Keystone Investors Pte Ltd. | 0.29% | New | 64,240 | $4.0M |
| Focus Partners Advisor Solutions, LLC | 0.08% | Reduce -0.6% | 64,170 | $4.0M |
| Annapolis Financial Services, LLC | 1.18% | No change | 63,965 | $4.0M |
| Callan Capital, LLC | 0.28% | Reduce -2.0% | 63,829 | $4.0M |
| AA Financial Advisors, LLC | 1.15% | Add +8.0% | 63,819 | $4.0M |
| ORG Partners LLC | 0.64% | Add +74.9% | 63,285 | $3.9M |
| Transcend Capital Advisors, LLC | 0.26% | Add +0.6% | 63,171 | $3.9M |
| Stephens Inc. | 0.06% | Add +8.6% | 62,924 | $3.9M |
| Econ Financial Services Corp | 2.19% | Add +1.0% | 62,718 | $3.9M |
| Syntax Research, Inc. | 2.63% | Reduce -31.2% | 62,316 | $3.9M |
| Perennial Investment Advisors, LLC | 0.50% | Add +0.3% | 61,984 | $3.9M |
| Balanced Wealth Group LLC | 1.71% | Reduce -8.3% | 61,936 | $3.9M |
| Palisade Asset Management, LLC | 0.38% | Add +7.9% | 61,850 | $3.9M |
| Greenwood Capital Associates LLC | 0.50% | Add +6.6% | 61,833 | $3.9M |
| Silvia McColl Wealth Management, LLC | 2.88% | Add +202.1% | 61,808 | $3.9M |
| Townsquare Capital LLC | 0.05% | Add +11.3% | 61,639 | $3.8M |
| Neuberger Berman Group LLC | 0.00% | Reduce -8.6% | 61,610 | $3.8M |
| Bleakley Financial Group, LLC | 0.12% | Add +0.9% | 61,481 | $3.8M |
| MidAtlantic Capital Management, Inc. | 2.79% | Add +5.2% | 61,386 | $3.8M |
| Hilltop National Bank | 1.16% | Add +17.0% | 61,121 | $3.8M |
| Moloney Securities Asset Management, LLC | 0.51% | Add +9.2% | 61,068 | $3.8M |
| Element Wealth, LLC | 2.02% | Reduce -1.3% | 61,065 | $3.8M |
| Headinvest, LLC | 0.70% | Reduce -2.1% | 61,000 | $3.8M |
| Smithbridge Asset Management Inc. | 0.65% | Reduce -3.8% | 60,744 | $3.8M |
| AE Wealth Management LLC | 0.03% | Reduce -0.8% | 60,530 | $3.8M |
| Agf Management Ltd. | 0.02% | Reduce -0.3% | 60,350 | $3.8M |
| Nilsine Partners, LLC | 0.49% | Add +3.5% | 60,345 | $3.8M |
| Alhambra Investment Management LLC | 1.95% | Add +19.7% | 60,250 | $3.8M |
| Kowal Investment Group, LLC | 0.69% | Reduce -6.9% | 59,845 | $3.7M |
| Platte River Wealth Advisors, LLC | 1.00% | Reduce -4.8% | 59,760 | $3.7M |
| Kaydan Wealth Management, Inc. | 1.09% | Add +2.1% | 59,500 | $3.7M |
| Harbor Investment Advisory, LLC | 0.37% | Add +10.9% | 59,433 | $3.7M |
| Joel Isaacson & Co., LLC | 0.18% | Reduce -7.6% | 59,043 | $3.7M |
| Jaffetilchin Investment Partners, LLC | 0.28% | Add +0.7% | 58,973 | $3.7M |
| Farmers Trust Co. | 0.68% | Reduce -1.1% | 58,917 | $3.7M |
| UNIVEST FINANCIAL Corp | 0.24% | Add +16.1% | 58,675 | $3.7M |
| Bradley Foster & Sargent Inc. | 0.06% | Add +0.2% | 58,468 | $3.6M |
| Wetzel Investment Advisors, Inc. | 1.83% | Reduce -0.6% | 58,276 | $3.6M |
| Aua Capital Management, LLC | 2.10% | No change | 58,255 | $3.6M |
| Deutsche Bank AG | 0.00% | Reduce -0.0% | 58,232 | $3.6M |
| Wealthspan Partners, LLC | 1.78% | Reduce -1.4% | 58,019 | $3.6M |
| Accurate Wealth Management, LLC | 0.73% | Add +15.3% | 57,079 | $3.6M |
| Forza Wealth Management, LLC | 1.65% | Add +2.9% | 57,873 | $3.6M |
| Hirtle & Co., LLC | 0.17% | Add +7.3% | 57,651 | $3.6M |
| VitalStone Financial, LLC | 2.44% | Add +10.7% | 57,496 | $3.6M |
| Geneos Wealth Management Inc. | 0.14% | Add +2.0% | 56,825 | $3.5M |
| Kickstand Ventures, Llc. | 0.89% | Add +2.1% | 55,692 | $3.5M |
| Wealth Alliance, LLC | 0.41% | Add +0.6% | 55,608 | $3.5M |
| Unionview, LLC | 2.69% | Add +0.6% | 55,462 | $3.5M |
| Sachetta, LLC | 1.36% | Add +24.8% | 55,301 | $3.4M |
| HM Payson & Co. | 0.06% | Add +0.2% | 55,125 | $3.4M |
| Counterweight Ventures, LLC | 2.41% | Reduce -8.7% | 54,731 | $3.4M |
| Cornerstone Advisors Asset Management, LLC | 0.75% | Add +0.2% | 54,262 | $3.4M |
| Empower Advisory Group, LLC | 0.01% | Reduce -6.1% | 54,123 | $3.4M |
| Quadcap Wealth Management, LLC | 0.53% | Add +4.5% | 54,080 | $3.4M |
| Boston Family Office LLC | 0.23% | Add +0.6% | 54,046 | $3.4M |
| Next Capital Management LLC | 1.37% | Add +20.4% | 53,792 | $3.4M |
| Sweet Financial Partners, LLC | 0.72% | Add +0.8% | 53,502 | $3.3M |
| Financial Strategies Group, Inc. | 0.78% | Reduce -0.2% | 52,427 | $3.3M |
| Crumly & Associates Inc. | 0.92% | Reduce -3.3% | 53,243 | $3.3M |
| Schnieders Capital Management LLC | 0.63% | Add +704.0% | 52,945 | $3.3M |
| Private Portfolio Partners LLC | 0.62% | New | 52,942 | $3.3M |
| Grey Fox Wealth Advisors, LLC | 0.92% | Add +5.6% | 52,894 | $3.3M |
| New England Private Wealth Advisors LLC | 0.53% | Add +11.7% | 52,778 | $3.3M |
| Camden National Bank | 0.47% | Reduce -8.0% | 52,745 | $3.3M |
| ForthRight Wealth Management, LLC | 1.09% | Reduce -13.5% | 52,648 | $3.3M |
| Keel Point, LLC | 0.27% | Add +2.1% | 52,605 | $3.3M |
| Sentinel Trust Co. Lba | 0.37% | New | 52,495 | $3.3M |
| Wealth Group Ltd | 0.95% | Reduce -1.0% | 52,247 | $3.3M |
| Bryn Mawr Trust Advisors, LLC | 0.17% | Add +6.0% | 51,508 | $3.2M |
| Cadence Bank | 0.22% | New | 51,410 | $3.2M |
| Washburn Capital Management, Inc. | 2.29% | Reduce -0.8% | 51,325 | $3.2M |
| C2C Wealth Management, LLC | 2.96% | Add +0.7% | 51,410 | $3.2M |
| Investment Advisory Group, LLC | 1.10% | Add +52.0% | 50,769 | $3.2M |
| Claro Advisors Inc. | 0.40% | Add +5.4% | 50,136 | $3.1M |
| McGlone Suttner Wealth Management, Inc. | 0.65% | Add +296.5% | 50,113 | $3.1M |
| Laird Norton Wetherby Wealth Management, LLC | 0.14% | Reduce -6.6% | 49,959 | $3.1M |
| Boston Research & Management Inc. | 0.72% | Add +0.3% | 49,738 | $3.1M |
| Advus Financial Partners, LLC | 0.88% | Reduce -1.5% | 49,738 | $3.1M |
| Strategic Blueprint, LLC | 0.19% | Reduce -2.4% | 49,062 | $3.1M |
| GW Henssler & Associates Ltd. | 0.17% | Add +6.6% | 49,003 | $3.1M |
| Bowman & Co S.C. | 1.61% | Reduce -0.2% | 48,927 | $3.1M |
| Heritage Wealth Management, Inc./Texas | 1.76% | Reduce -1.6% | 48,859 | $3.0M |
| Bank of New Hampshire | 0.76% | Add +0.4% | 48,800 | $3.0M |
| Lyell Wealth Management, LP | 0.28% | Reduce -4.1% | 48,775 | $3.0M |
| Etfidea, LLC | 0.96% | Add +1.3% | 48,510 | $3.0M |
| Ieq Capital, LLC | 0.04% | Reduce -1.1% | 48,475 | $3.0M |
| Allegheny Financial Group | 0.74% | Add +3.0% | 48,395 | $3.0M |
| 360 Financial, Inc. | 1.11% | Add +1.8% | 48,360 | $3.0M |
| General Partner, Inc. | 1.87% | No change | 48,296 | $3.0M |
| Trinity Financial Advisors LLC | 1.33% | Reduce -16.9% | 88,905 | $3.0M |
| Townsend Asset Management Corp. /NC/ | 1.10% | Reduce -1.3% | 47,401 | $3.0M |
| SevenBridge Financial Group, LLC | 0.57% | Reduce -1.5% | 44,408 | $3.0M |
| Patten Group, Inc. | 0.65% | Add +0.5% | 47,280 | $2.9M |
| Fairman Group, LLC | 2.63% | Add +2.3% | 46,750 | $2.9M |
| Continuum Advisory, LLC | 0.37% | Reduce -3.6% | 44,824 | $2.9M |
| Buffington Mohr McNeal | 0.48% | Reduce -0.8% | 46,426 | $2.9M |
| Birchcreek Wealth Management, LLC | 1.89% | Add +2.2% | 46,301 | $2.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 46,294 | $2.9M |
| Marcum Wealth, LLC | 0.27% | Add +53.7% | 46,267 | $2.9M |
| Koshinski Asset Management, Inc. | 0.25% | Add +0.3% | 46,246 | $2.9M |
| FLC Capital Advisors | 0.66% | Reduce -1.3% | 46,095 | $2.9M |
| Capital Group Private Client Services, Inc. | 0.03% | Reduce -0.6% | 46,078 | $2.9M |
| Merkkuri Wealth Advisors LLC | 2.26% | Add +9.2% | 45,965 | $2.9M |
| SigFig Wealth Management, LLC | 0.10% | Reduce -1.7% | 45,545 | $2.8M |
| Arbor Trust Wealth Advisors, LLC | 1.47% | No change | 47,933 | $2.8M |
| Apexium Financial, LP | 0.18% | Reduce -1.6% | 44,500 | $2.8M |
| Steigerwald, Gordon & Koch Inc. | 0.30% | Add +1.1% | 44,492 | $2.8M |
| Higgins & Schmidt Wealth Strategies LLC | 1.78% | Reduce -0.1% | 44,333 | $2.8M |
| Private Wealth Group, LLC | 1.38% | No change | 44,240 | $2.8M |
| Clear Investment Research, LLC | 3.58% | Reduce -50.5% | 44,229 | $2.8M |
| HBK Sorce Advisory LLC | 0.08% | Reduce -4.0% | 44,158 | $2.8M |
| Biltmore Family Office, LLC | 0.47% | Reduce -4.0% | 44,105 | $2.7M |
| Wedbush Securities Inc. | 0.10% | Add +7.2% | 43,943 | $2.7M |
| Mission Wealth Management, LP | 0.07% | Add +39.3% | 43,574 | $2.7M |
| Summit Investment Advisory Services, LLC | 1.44% | New | 43,417 | $2.7M |
| KPP Advisory Services LLC | 0.65% | Reduce -52.2% | 43,356 | $2.7M |
| Estate Counselors, LLC | 0.28% | Add +16.8% | 43,295 | $2.7M |
| Novak & Powell Financial Services, Inc. | 1.56% | Add +1.7% | 43,067 | $2.7M |
| Premier Path Wealth Partners, LLC | 0.42% | Reduce -3.6% | 42,962 | $2.7M |
| Diversify Advisory Services, LLC | 0.14% | Add +7.0% | 42,630 | $2.7M |
| Congress Park Capital LLC | 0.99% | Add +4.6% | 42,887 | $2.7M |
| Vista Investment Management | 1.00% | Reduce -0.4% | 42,750 | $2.7M |
| Delta Financial Advisors LLC | 0.96% | Add +1.1% | 42,589 | $2.7M |
| Providence Capital Advisors, LLC | 0.53% | Add +2.9% | 42,430 | $2.6M |
| ERn Financial, LLC | 0.40% | Reduce -1.0% | 42,404 | $2.6M |
| Brady Family Wealth, LLC | 0.79% | Reduce -0.2% | 42,131 | $2.6M |
| Maple Capital Management, Inc. | 0.20% | Reduce -3.1% | 42,065 | $2.6M |
| Private Capital Management, LLC | 0.29% | Add +3.6% | 41,916 | $2.6M |
| Embree Financial Group | 0.46% | Add +0.4% | 41,738 | $2.6M |
| Stock Yards Bank & Trust Co. | 0.08% | Add +3.7% | 41,719 | $2.6M |
| Weinberger Asset Management, Inc | 1.10% | Reduce -2.0% | 41,553 | $2.6M |
| Investment Advisory Services Inc. /TX | 0.91% | Add +3.5% | 41,461 | $2.6M |
| Nikulski Financial, Inc. | 0.77% | Add +0.1% | 41,215 | $2.6M |
| Diversified Portfolios, Inc. | 0.27% | Reduce -9.4% | 41,120 | $2.6M |
| WorthPointe, LLC | 1.08% | Add +0.2% | 41,027 | $2.6M |
| Capasso Planning Partners LLC | 0.75% | Add +6.6% | 40,953 | $2.6M |
| Willow Creek Wealth Management Inc. | 0.27% | Reduce -3.9% | 40,811 | $2.5M |
| Spectrum Asset Management, Inc. (NB/CA) | 1.07% | Reduce -0.4% | 40,716 | $2.5M |
| Silvercrest Asset Management Group LLC | 0.02% | Add +11.7% | 40,666 | $2.5M |
| Arcadia Wealth Management, LLC | 1.33% | Add +5.5% | 40,684 | $2.5M |
| Center for Financial Planning, Inc. | 0.34% | Add +0.8% | 40,486 | $2.5M |
| Gilbert & Cook, Inc. | 0.35% | Reduce -2.1% | 40,339 | $2.5M |
| Bensler, LLC | 0.32% | Add +0.2% | 40,289 | $2.5M |
| Arvest Bank Trust Division | 0.14% | — | 40,140 | $2.5M |
| Betterment LLC | 0.01% | Add +3.7% | 39,978 | $2.5M |
| Fernwood Investment Management, LLC | 0.81% | Reduce -24.7% | 39,845 | $2.5M |
| Broadview Financial Management, LLC | 1.68% | Add +0.3% | 39,807 | $2.5M |
| Orion Capital Management LLC | 1.20% | Reduce -14.5% | 39,759 | $2.5M |
| Capital Advisors, Ltd. LLC | 0.31% | Add +1.4% | 39,697 | $2.5M |
| Fortitude Family Office, LLC | 0.98% | Reduce -0.5% | 39,695 | $2.5M |
| Consolidated Portfolio Review Corp | 0.55% | Add +2.1% | 39,376 | $2.5M |
| Intrua Financial, LLC | 0.40% | Reduce -6.5% | 39,286 | $2.4M |
| KCM Investment Advisors LLC | 0.08% | Reduce -2.2% | 39,258 | $2.4M |
| NorthLanding Financial Partners, LLC | 2.42% | Add +0.4% | 39,247 | $2.4M |
| Verdence Capital Advisors LLC | 0.19% | Reduce -0.3% | 39,214 | $2.4M |
| CBIZ Investment Advisory Services, LLC | 0.13% | Add +18.9% | 39,154 | $2.4M |
| 1834 Investment Advisors Co. | 0.28% | Add +1.4% | 39,060 | $2.4M |
| GEM Asset Management, LLC | 1.39% | Reduce -0.8% | 39,297 | $2.4M |
| Triton Financial Group Inc | 1.55% | Reduce -0.1% | 38,861 | $2.4M |
| Carnegie Investment Counsel | 0.07% | Reduce -3.7% | 38,681 | $2.4M |
| Missouri Trust & Investment Co | 0.84% | Add +15.3% | 38,540 | $2.4M |
| Ballew Advisors, Inc | 1.59% | Add +4.6% | 38,152 | $2.4M |
| Lakeshore Financial Planning, Inc. | 1.05% | No change | 38,109 | $2.4M |
| MY Wealth Management Inc. | 2.41% | Reduce -2.5% | 38,055 | $2.4M |
| Keeley-Teton Advisors, LLC | 0.26% | Add +8.3% | 37,763 | $2.4M |
| FAS Wealth Partners, Inc. | 0.19% | Add +39.7% | 37,708 | $2.3M |
| Gainplan LLC | 1.11% | Add +1.3% | 40,072 | $2.3M |
| Benjamin Edwards Inc. | 0.03% | New | 37,615 | $2.3M |
| Colony Family Offices, LLC | 0.73% | Add +10.5% | 37,573 | $2.3M |
| Enzi Wealth | 0.91% | Reduce -0.1% | 36,895 | $2.3M |
| Kingswood Wealth Advisors, LLC | 0.17% | Add +29.5% | 37,532 | $2.3M |
| Clifford Swan Investment Counsel LLC | 0.08% | No change | 37,065 | $2.3M |
| Stelac Advisory Services LLC | 0.94% | Add +8.0% | 37,040 | $2.3M |
| State of Wisconsin Investment Board | 0.01% | Add +150.4% | 36,960 | $2.3M |
| Greystone Financial Group, LLC | 0.41% | Add +137.4% | 36,915 | $2.3M |
| EverSource Wealth Advisors, LLC | 0.15% | Add +12.9% | 36,879 | $2.3M |
| CIC Wealth, LLC | 0.59% | Add +0.1% | 36,863 | $2.3M |
| Letson Investment Management, Inc. | 0.90% | No change | 36,790 | $2.3M |
| Baker Avenue Asset Management, LP | 0.07% | Add +10.2% | 36,755 | $2.3M |
| Opinicus Capital, Inc. | 1.83% | Add +1.0% | 36,738 | $2.3M |
| Gotham Asset Management | 0.02% | Add +3.1% | 36,585 | $2.3M |
| Astoria Strategic Wealth, Inc. | 0.67% | Reduce -4.2% | 36,545 | $2.3M |
| Amara Financial, Llc. | 2.18% | — | 36,491 | $2.3M |
| Canandaigua National Bank & Trust Co. | 0.22% | New | 36,449 | $2.3M |
| QRG Capital Management, Inc. | 0.02% | Add +56.6% | 36,403 | $2.3M |
| Fulton Bank, N.A. | 0.09% | Add +14.9% | 36,228 | $2.3M |
| Washington Trust Bank | 0.22% | Add +2.8% | 36,210 | $2.3M |
| Capital Management Associates, Inc | 0.92% | Add +0.1% | 36,209 | $2.3M |
| Cambiar Investors LLC | 0.09% | Reduce -24.3% | 36,179 | $2.3M |
| Well Done, LLC | 0.41% | Add +5.0% | 36,115 | $2.3M |
| Apollon Financial, LLC | 0.66% | Add +146.5% | 36,050 | $2.2M |
| CoreFirst Bank & Trust | 1.30% | Add +11.3% | 35,985 | $2.2M |
| Rockwood Wealth Management, LLC | 0.25% | Add +9.1% | 35,978 | $2.2M |
| High Net Worth Advisory Group LLC | 0.62% | Reduce -1.0% | 35,931 | $2.2M |
| waypoint wealth counsel | 1.51% | Add +12.6% | 35,856 | $2.2M |
| TD Waterhouse Canada Inc. | 0.02% | Add +11.7% | 36,199 | $2.2M |
| Rockland Trust Co. | 0.11% | Reduce -4.7% | 35,592 | $2.2M |
| Kohmann Bosshard Financial Services, LLC | 0.27% | No change | 35,239 | $2.2M |
| Insight Advisors, LLC/ PA | 0.38% | Add +239.9% | 35,173 | $2.2M |
| Carrera Capital Advisors | 0.54% | Add +8.5% | 35,106 | $2.2M |
| Bridge Advisory, LLC | 1.03% | Reduce -5.3% | 34,878 | $2.2M |
| Arcadia Investment Advisors LLC | 1.16% | Reduce -1.7% | 34,849 | $2.2M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +9.2% | 34,015 | $2.2M |
| Azimuth Capital Investment Management LLC | 0.08% | Reduce -1.6% | 34,560 | $2.2M |
| Philadelphia Trust Co. | 0.16% | Add +1.8% | 34,385 | $2.1M |
| Everpar Advisors LLC | 1.10% | Add +9.7% | 34,258 | $2.1M |
| Tower Research Capital LLC (TRC) | 0.06% | New | 34,256 | $2.1M |
| Tiemann Investment Advisors, LLC | 0.92% | Add +2.2% | 34,067 | $2.1M |
| St. Clair Advisors, LLC | 0.60% | Reduce -3.3% | 34,041 | $2.1M |
| Three Seasons Wealth, LLC | 1.11% | Reduce -5.1% | 33,881 | $2.1M |
| Roger Wittlin Investment Advisory, LLC | 1.21% | Add +0.4% | 33,827 | $2.1M |
| Mechanics Bank Trust Department | 0.28% | Add +17.4% | 33,805 | $2.1M |
| FinTrust Capital Advisors, LLC | 0.36% | Reduce -1.5% | 33,765 | $2.1M |
| Macroview Investment Management LLC | 2.04% | Add +0.2% | 33,390 | $2.1M |
| Moors & Cabot, Inc. | 0.10% | Add +2.2% | 33,380 | $2.1M |
| Amplius Wealth Advisors, LLC | 0.23% | Add +0.5% | 33,362 | $2.1M |
| Campbell Wealth Management | 0.18% | New | 33,328 | $2.1M |
| Prosperity Financial Group, Inc. | 1.16% | Add +0.1% | 33,268 | $2.1M |
| Bedel Financial Consulting, Inc. | 0.29% | Add +5.9% | 33,235 | $2.1M |
| Wolf Group Capital Advisors | 0.98% | Reduce -87.0% | 7,917 | $2.1M |
| Forte Asset Management LLC | 1.10% | Add +0.5% | 33,195 | $2.1M |
| Fortis Capital Advisors, LLC | 0.69% | Add +329.4% | 33,185 | $2.1M |
| Oldfather Financial Services, LLC | 0.79% | Add +0.1% | 33,085 | $2.1M |
| SeaBridge Investment Advisors LLC | 0.50% | No change | 33,000 | $2.1M |
| Caprock Group, LLC | 0.07% | Reduce -0.6% | 32,922 | $2.1M |
| Revolve Wealth Partners, LLC | 0.31% | Reduce -5.6% | 32,884 | $2.0M |
| Glassman Wealth Services | 0.35% | Reduce -25.9% | 32,844 | $2.0M |
| Oakworth Capital, Inc. | 0.14% | Reduce -0.2% | 32,708 | $2.0M |
| Brightwater Advisory LLC | 1.50% | Add +13.6% | 32,699 | $2.0M |
| Park Place Capital Corp | 0.58% | Reduce -21.6% | 32,627 | $2.0M |
| Tudor Investment Corporation | 0.02% | Reduce -21.1% | 32,626 | $2.0M |
| Prosperity Wealth Management, Inc. | 0.81% | Reduce -9.9% | 32,472 | $2.0M |
| Regatta Capital Group, LLC | 0.39% | Reduce -1.5% | 32,460 | $2.0M |
| Mma Asset Management LLC | 0.54% | Add +12.4% | 21,403 | $2.0M |
| 9258 Wealth Management, LLC | 0.30% | Add +0.2% | 32,446 | $2.0M |
| BigSur Wealth Management LLC | 0.55% | No change | 32,250 | $2.0M |
| LCNB Corp. | 0.71% | Reduce -2.3% | 32,240 | $2.0M |
| Leo Wealth, LLC | 0.18% | Reduce -1.1% | 32,096 | $2.0M |
| Evoke Wealth, LLC | 0.05% | New | 32,083 | $2.0M |
| Exchange Bank | 1.63% | Reduce -0.4% | 31,992 | $2.0M |
| Tranquility Partners, LLC | 0.72% | Add +1.8% | 31,983 | $2.0M |
| Parkside Financial Bank & Trust | 0.28% | Reduce -0.3% | 31,828 | $2.0M |
| RFG Advisory, LLC | 0.06% | Add +6.2% | 31,627 | $2.0M |
| Investment Partners, LTD. | 0.82% | Reduce -1.4% | 31,472 | $2.0M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 31,246 | $1.9M |
| Cowa, LLC | 0.92% | Reduce -19.1% | 31,160 | $1.9M |
| Tyler-Stone Wealth Management | 0.37% | Add +119.6% | 31,137 | $1.9M |
| Taylor Financial Group, Inc. | 1.34% | Add +3.3% | 31,136 | $1.9M |
| Corundum Group, Inc. | 0.88% | Reduce -5.8% | 30,990 | $1.9M |
| SageView Advisory Group, LLC | 0.10% | Reduce -44.3% | 30,799 | $1.9M |
| Long Run Wealth Advisors, LLC | 0.45% | Add +11.8% | 30,748 | $1.9M |
| Newport Capital Group, LLC | 1.41% | Reduce -2.5% | 30,740 | $1.9M |
| Salem Investment Counselors Inc. | 0.06% | Add +0.9% | 30,729 | $1.9M |
| Pitti Group Wealth Management, LLC | 2.08% | No change | 6,909 | $1.9M |
| Darden Wealth Group Inc | 1.38% | Reduce -1.0% | 30,699 | $1.9M |
| Teachers Insurance & Annuity Association of America | 2.92% | — | 30,671 | $1.9M |
| Heck Capital Advisors, LLC | 0.22% | Reduce -81.8% | 30,565 | $1.9M |
| Brown Miller Wealth Management, LLC | 0.74% | Reduce -1.9% | 30,532 | $1.9M |
| Independent Advisor Alliance | 0.07% | Reduce -17.4% | 30,522 | $1.9M |
| XML Financial, LLC | 0.18% | Add +12.1% | 30,300 | $1.9M |
| Capital City Trust Co. | 0.47% | No change | 30,290 | $1.9M |
| Ascent Wealth Partners, LLC | 0.26% | Add +1.3% | 30,261 | $1.9M |
| Ignite Planners, LLC | 0.43% | Reduce -6.3% | 30,247 | $1.9M |
| Harbour Capital Advisors, LLC | 0.43% | Reduce -1.6% | 30,215 | $1.9M |
| Glass Jacobson Investment Advisors llc | 0.62% | Add +6.6% | 30,086 | $1.9M |
| Donaldson Capital Management, LLC | 0.07% | Add +337.4% | 29,746 | $1.9M |
| National Wealth Management Group, LLC | 1.26% | Add +12.4% | 29,734 | $1.9M |
| Private Capital Management LLC | 0.33% | Reduce -1.2% | 29,709 | $1.9M |
| Beacon Bank & Trust | 0.43% | No change | 29,630 | $1.8M |
| Clay Northam Wealth Management, LLC | 1.27% | Add +45.5% | 29,595 | $1.8M |
| Saxon Interests, Inc. | 0.84% | Add +3.5% | 29,554 | $1.8M |
| All Season Financial Advisors, Inc. | 1.56% | Add +9.4% | 29,457 | $1.8M |
| Ashton Thomas Securities, LLC | 0.36% | Add +50.6% | 29,322 | $1.8M |
| TrinityPoint Wealth, LLC | 0.26% | Add +7.8% | 29,303 | $1.8M |
| Condor Capital Management | 0.16% | Add +3.4% | 29,282 | $1.8M |
| Objective Capital Management, LLC | 1.07% | — | 29,243 | $1.8M |
| Community Financial Services Group, LLC | 0.37% | Reduce -2.6% | 29,239 | $1.8M |
| NorthRock Partners, LLC | 0.06% | Reduce -11.9% | 29,151 | $1.8M |
| Lanark Financial, Inc. | 0.15% | Add +23.3% | 29,063 | $1.8M |
| Aft, Forsyth & Company, Inc. | 0.89% | Reduce -0.0% | 28,907 | $1.8M |
| Coppell Advisory Solutions LLC | 0.26% | Add +14.7% | 28,897 | $1.8M |
| Oxford Financial Group, LTD. LLC | 0.11% | Add +15.9% | 28,640 | $1.8M |
| VeraBank, N.A. | 0.52% | No change | 28,637 | $1.8M |
| Armstrong Advisory Group, Inc. | 0.15% | Add +0.8% | 28,438 | $1.8M |
| Redwood Wealth Management Group, LLC | 0.88% | Reduce -1.3% | 28,408 | $1.8M |
| Financial Partners Group, Inc | 0.26% | Reduce -0.2% | 28,236 | $1.8M |
| Daymark Wealth Partners, LLC | 0.07% | Add +1.3% | 28,144 | $1.8M |
| Cooper Financial Group | 0.23% | Reduce -4.0% | 28,129 | $1.8M |
| Old North State Trust, LLC | 1.42% | Add +0.5% | 28,106 | $1.8M |
| Awm Capital, LLC | 0.21% | Add +20.3% | 28,110 | $1.8M |
| Pps&v Asset Management Consultants, Inc. | 1.20% | Reduce -3.4% | 28,078 | $1.7M |
| TFB Advisors LLC | 0.52% | Add +0.5% | 27,900 | $1.7M |
| Aptus Capital Advisors, LLC | 0.03% | Add +29.0% | 27,891 | $1.7M |
| Cadinha & Co. LLC | 0.30% | Reduce -1.6% | 27,880 | $1.7M |
| International Assets Investment Management, LLC | 0.14% | Reduce -7.7% | 27,762 | $1.7M |
| Vestmark Advisory Solutions, Inc. | 0.06% | Add +19.6% | 27,735 | $1.7M |
| First National Corp. /Ma/ | 0.38% | Add +6.1% | 27,688 | $1.7M |
| Amarillo National Bank | 0.32% | Add +0.2% | 27,675 | $1.7M |
| Thoroughbred Financial Services, LLC | 0.11% | Add +2.4% | 27,666 | $1.7M |
| Ausdal Financial Partners, Inc. | 0.18% | Add +12.4% | 27,649 | $1.7M |
| First County Bank | 0.85% | Reduce -6.2% | 27,488 | $1.7M |
| SouthState Bank Corp | 0.12% | Add +42.1% | 27,454 | $1.7M |
| GM Advisory Group, LLC | 0.10% | Add +18.1% | 27,397 | $1.7M |
| Moneywise, Inc. | 0.84% | Reduce -49.3% | 27,373 | $1.7M |
| Citizens Business Bank | 0.34% | Reduce -3.2% | 27,113 | $1.7M |
| Family Firm, Inc. | 0.37% | Reduce -0.8% | 27,109 | $1.7M |
| WP Advisors, LLC | 0.62% | Add +0.4% | 27,078 | $1.7M |
| One Wealth Advisors, LLC | 0.26% | Reduce -2.0% | 27,071 | $1.7M |
| Grant/GrossMendelsohn, LLC | 0.72% | Add +0.7% | 26,998 | $1.7M |
| Marco Investment Management LLC | 0.15% | Add +10.9% | 26,960 | $1.7M |
| Chapin Davis, Inc. | 0.54% | Reduce -2.2% | 26,953 | $1.7M |
| Taylor & Morgan Wealth Management, LLC | 1.13% | No change | 26,950 | $1.7M |
| Connors Investor Services Inc. | 0.16% | Add +3.7% | 26,838 | $1.7M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.90% | Reduce -4.0% | 26,755 | $1.7M |
| PSI Advisors, LLC | 0.49% | Reduce -17.2% | 26,693 | $1.7M |
| Aaron Wealth Advisors LLC | 0.20% | Add +0.2% | 26,636 | $1.7M |
| Manhattan West Asset Management, LLC | 0.43% | Reduce -52.4% | 26,554 | $1.7M |
| Cosner Financial Group, LLC | 1.06% | Reduce -0.1% | 26,455 | $1.6M |
| Baron Financial Group, LLC | 1.01% | Reduce -4.2% | 26,455 | $1.6M |
| Lake Street Advisors Group, LLC | 0.08% | Add +0.1% | 26,444 | $1.6M |
| Independent Family Office, LLC | 0.83% | Add +4.5% | 26,765 | $1.6M |
| Black Swift Group, LLC | 0.36% | New | 26,375 | $1.6M |
| Berkshire Asset Management LLC | 0.08% | No change | 27,839 | $1.6M |
| GAMMA Investing LLC | 0.16% | Add +6.7% | 26,117 | $1.6M |
| Vawter Financial, Ltd. | 0.99% | Add +7.7% | 26,100 | $1.6M |
| Mine & Arao Wealth Creation & Management, LLC. | 0.75% | Add +0.2% | 26,086 | $1.6M |
| KG Capital Management | 0.52% | Reduce -0.7% | 25,949 | $1.6M |
| Tritonpoint Wealth, LLC | 0.15% | Reduce -5.8% | 25,718 | $1.6M |
| Fiducient Advisors LLC | 0.18% | Reduce -0.6% | 25,693 | $1.6M |
| Wealth Effects LLC | 0.56% | No change | 25,655 | $1.6M |
| Sterling Capital Management LLC | 0.02% | — | 25,648 | $1.6M |
| Evensky & Katz LLC | 0.10% | Reduce -5.3% | 25,648 | $1.6M |
| Quantinno Capital Management LP | 0.02% | Add +32.8% | 25,586 | $1.6M |
| Madden Advisory Services, Inc. | 0.72% | Reduce -0.6% | 25,388 | $1.6M |
| Crew Capital Management, Ltd | 1.27% | Reduce -78.8% | 25,364 | $1.6M |
| Garden State Investment Advisory Services LLC | 0.51% | Add +0.3% | 25,275 | $1.6M |
| Ameraudi Asset Management, Inc. | 0.72% | Add +0.0% | 25,176 | $1.6M |
| Lane & Associates LLC | 0.85% | Add +6.6% | 25,169 | $1.6M |
| Cordgrass Capital Advisors, LLC | 0.45% | Add +2.1% | 25,078 | $1.6M |
| Seeds Investor LLC | 0.58% | Add +142.5% | 24,914 | $1.6M |
| John W. Brooker & Co., CPAs | 0.71% | Add +2.8% | 24,862 | $1.5M |
| Element Pointe Advisors, LLC | 0.38% | Reduce -3.3% | 24,837 | $1.5M |
| Cora Capital Advisors LLC | 0.76% | Add +0.5% | 24,825 | $1.5M |
| Reynders McVeigh Capital Management, LLC | 0.08% | No change | 24,800 | $1.5M |
| Ascent Group, LLC | 0.12% | Reduce -1.0% | 24,670 | $1.5M |
| GS Investments, Inc. | 0.68% | Reduce -0.4% | 24,614 | $1.5M |
| United Bank | 0.18% | Reduce -29.1% | 24,505 | $1.5M |
| Duncker Streett & Co. Inc. | 0.28% | Reduce -4.5% | 24,362 | $1.5M |
| Y-Intercept (Hong Kong) Ltd | 0.09% | New | 24,309 | $1.5M |
| Arq Wealth Advisors, LLC | 0.57% | Reduce -0.5% | 24,314 | $1.5M |
| Octavia Wealth Advisors, LLC | 0.18% | No change | 24,027 | $1.5M |
| Oarsman Capital, Inc. | 0.28% | Reduce -1.2% | 23,885 | $1.5M |
| WFA of San Diego, LLC | 1.26% | Add +1.5% | 23,793 | $1.5M |
| Sunbelt Securities, Inc. | 0.14% | Add +1.3% | 23,659 | $1.5M |
| Trust Co. of Toledo NA | 0.20% | Reduce -2.2% | 23,556 | $1.5M |
| Pallas Capital Advisors LLC | 0.06% | Reduce -10.3% | 23,393 | $1.5M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.36% | Add +0.3% | 23,438 | $1.5M |
| Confluence Wealth Services, Inc. | 0.11% | Add +3.5% | 23,420 | $1.5M |
| Beam Wealth Advisors, Inc. | 0.44% | Add +38.5% | 23,328 | $1.5M |
| Axiom Advisory, LLC | 0.01% | Add +1.9% | 24,001 | $1.4M |
| Lwmg, LLC | 0.27% | Reduce -2.7% | 23,109 | $1.4M |
| KWB Wealth | 0.19% | Add +2.4% | 24,579 | $1.4M |
| Blankinship & Foster, LLC | 0.35% | Reduce -4.4% | 23,073 | $1.4M |
| Pine Valley Investments Ltd Liability Co | 0.10% | Reduce -2.2% | 22,920 | $1.4M |
| Foundations Investment Advisors, LLC | 0.03% | Reduce -7.1% | 22,607 | $1.4M |
| Assetmark, Inc. | 0.00% | Add +11.8% | 22,533 | $1.4M |
| Calamos Wealth Management LLC | 0.07% | Add +10.8% | 22,481 | $1.4M |
| Wealthstream Advisors, Inc. | 0.25% | No change | 22,463 | $1.4M |
| Trustmark Bank Trust Department | 0.11% | Add +17.8% | 22,439 | $1.4M |
| Pinnacle Financial Group, LLC / IL | 0.55% | Add +0.1% | 22,356 | $1.4M |
| Zhang Financial LLC | 0.09% | Add +0.5% | 22,338 | $1.4M |
| Sage Capital Management, LLC | 0.66% | Add +0.4% | 22,202 | $1.4M |
| Smith Thornton Advisors LLC | 0.91% | Reduce -0.1% | 22,188 | $1.4M |
| Carmichael Hill & Associates, Inc. | 0.51% | Add +14.2% | 22,187 | $1.4M |
| North Star Asset Management Inc. | 0.06% | Reduce -20.5% | 22,109 | $1.4M |
| Motive Wealth Advisors | 0.82% | No change | 23,445 | $1.4M |
| Dana Investment Advisors, Inc. | 0.05% | Add +0.7% | 22,012 | $1.4M |
| Dodds Wealth, LLC | 0.46% | Add +4.0% | 22,092 | $1.4M |
| CWS Financial Advisors, LLC | 0.48% | Add +0.3% | 21,962 | $1.4M |
| Clearwater Capital Advisors, LLC | 0.13% | Add +2.7% | 21,925 | $1.4M |
| Keystone Financial Group | 0.18% | New | 21,924 | $1.4M |
| Twin Peaks Wealth Advisors, LLC | 0.63% | Reduce -3.2% | 21,831 | $1.4M |
| Cypress Capital Group | 0.15% | Reduce -4.7% | 21,829 | $1.4M |
| Invictus Private Wealth, LLC | 0.11% | Reduce -1.5% | 21,773 | $1.4M |
| GGM Financial LLC | 1.17% | Add +4.9% | 21,766 | $1.4M |
| Tortoise Investment Management, LLC | 0.14% | Reduce -2.3% | 21,760 | $1.4M |
| Compass Ion Advisors, LLC | 0.17% | Add +180.6% | 21,642 | $1.3M |
| Ledyard National Bank | 0.12% | Add +2.4% | 21,589 | $1.3M |
| MWA Asset Management | 0.89% | Add +1.4% | 21,562 | $1.3M |
| Shakespeare Wealth Management, LLC | 0.35% | Reduce -4.1% | 21,558 | $1.3M |
| Culbertson A N & Co. Inc. | 0.22% | Add +1.5% | 21,555 | $1.3M |
| Kavar Capital Partners Group, LLC | 0.21% | Add +0.1% | 21,508 | $1.3M |
| Cornell Pochily Investment Advisors, Inc. | 0.46% | Add +32.1% | 21,378 | $1.3M |
| Sfm, LLC | 1.00% | Reduce -3.3% | 21,372 | $1.3M |
| First National Advisers, LLC | 0.21% | Add +14.5% | 21,314 | $1.3M |
| Watershed Private Wealth LLC | 0.53% | Reduce -12.0% | 21,245 | $1.3M |
| FSC Wealth Advisors, LLC | 0.95% | Add +16.1% | 21,209 | $1.3M |
| Disciplined Investments, LLC | 0.65% | Add +3.8% | 21,112 | $1.3M |
| Teamwork Financial Advisors, LLC | 0.18% | Reduce -90.0% | 21,078 | $1.3M |
| Mullaney, Keating & Wright, Inc. | 0.91% | Add +49.5% | 21,046 | $1.3M |
| Colorado Capital Management, Inc. | 0.65% | Reduce -1.9% | 21,008 | $1.3M |
| New Century Financial Group, LLC | 0.48% | Reduce -1.1% | 20,951 | $1.3M |
| Source Financial Advisors LLC | 0.39% | Add +1.1% | 20,932 | $1.3M |
| Wealth Management Partners, LLC | 0.60% | Add +0.2% | 20,929 | $1.3M |
| Spirepoint Private Client, LLC | 0.17% | Add +0.6% | 20,776 | $1.3M |
| Insigneo Advisory Services, LLC | 0.13% | Add +10.7% | 20,752 | $1.3M |
| Creekside Partners | 0.67% | Add +0.3% | 20,712 | $1.3M |
| Correct Capital Wealth Management | 0.28% | Reduce -3.3% | 20,627 | $1.3M |
| 1900 Wealth Management LLC | 0.11% | Reduce -2.3% | 20,507 | $1.3M |
| Trivium Point Advisory, LLC | 0.18% | Add +4.2% | 19,507 | $1.3M |
| First Foundation Advisors | 0.05% | Reduce -31.9% | 20,384 | $1.3M |
| Legacy Advisors, LLC | 0.14% | Add +2.7% | 20,369 | $1.3M |
| Lockheed Martin Investment Management Co. | 0.06% | No change | 20,250 | $1.3M |
| PAX Financial Group, LLC | 0.23% | Add +67.6% | 20,220 | $1.3M |
| WealthShield Partners, LLC | 0.17% | Add +36.7% | 20,203 | $1.3M |
| Sapient Capital LLC | 0.03% | Reduce -1.9% | 20,161 | $1.3M |
| Continuum Wealth Advisors, LLC | 0.67% | Reduce -0.8% | 20,145 | $1.3M |
| Spinnaker Trust | 0.08% | Reduce -5.8% | 20,110 | $1.3M |
| Lansing Street Advisors | 0.46% | Add +0.4% | 20,092 | $1.3M |
| PBMares Wealth Management LLC | 0.26% | Add +2.0% | 20,031 | $1.2M |
| Wooster Corthell Wealth Management, Inc. | 0.27% | Reduce -2.3% | 20,030 | $1.2M |
| CGN Advisors LLC | 0.13% | Reduce -23.3% | 19,978 | $1.2M |
| Continental Investors Services, Inc. | 2.55% | Reduce -4.8% | 20,068 | $1.2M |
| Lincoln Capital LLC | 0.26% | Reduce -6.0% | 19,865 | $1.2M |
| Roberts Financial Services LLC | 0.23% | Reduce -15.8% | 19,845 | $1.2M |
| Thrive Wealth Management, LLC | 0.23% | Reduce -1.1% | 19,844 | $1.2M |
| Pinnacle Family Advisors, LLC | 0.64% | Reduce -11.0% | 19,821 | $1.2M |
| Avantax Planning Partners, Inc. | 0.04% | Reduce -12.8% | 19,808 | $1.2M |
| Brown, Lisle/Cummings, Inc. | 0.37% | Reduce -13.3% | 19,790 | $1.2M |
| Round Rock Advisors LLC | 0.29% | Reduce -4.7% | 19,779 | $1.2M |
| Waterloo Capital, L.P. | 0.13% | Add +54.4% | 19,729 | $1.2M |
| S.A. Mason LLC | 0.65% | Add +8.8% | 19,706 | $1.2M |
| Koesten, Hirschmann & Crabtree, INC. | 0.71% | Reduce -3.0% | 19,660 | $1.2M |
| Texas Capital Bancshares Inc | 0.49% | Add +6.8% | 19,635 | $1.2M |
| Ruggaard & Associates LLC | 0.53% | Reduce -1.2% | 19,610 | $1.2M |
| First Heartland Consultants, Inc. | 0.13% | Add +9.7% | 19,612 | $1.2M |
| CWA Asset Management Group, LLC | 0.07% | — | 19,606 | $1.2M |
| Allen Capital Group, LLC | 0.15% | Reduce -9.3% | 19,591 | $1.2M |
| Buttonwood Financial Advisors Inc. | 0.53% | Add +1.0% | 19,500 | $1.2M |
| Carolinas Wealth Consulting LLC | 0.22% | Reduce -1.1% | 19,463 | $1.2M |
| Edgemoor Investment Advisors, Inc. | 0.11% | Add +11.0% | 19,363 | $1.2M |
| WBH Advisory Inc. | 0.11% | Reduce -0.9% | 19,208 | $1.2M |
| Fortune Financial Advisors, LLC | 1.08% | Reduce -8.0% | 19,138 | $1.2M |
| Mogy Joel R Investment Counsel Inc. | 0.07% | Reduce -4.0% | 19,070 | $1.2M |
| Smartleaf Asset Management LLC | 0.14% | Add +735.9% | 19,017 | $1.2M |
| Sunpointe, LLC | 0.97% | Add +67.3% | 18,987 | $1.2M |
| Diversify Wealth Management, LLC | 0.11% | New | 18,856 | $1.2M |
| Pioneer Trust Bank N A | 0.30% | No change | 18,700 | $1.2M |
| SG Americas Securities, LLC | 0.00% | Reduce -84.3% | 18,485 | $1.2M |
| Gerber, LLC | 0.84% | No change | 18,255 | $1.1M |
| Midland Wealth Advisors, LLC | 0.07% | Reduce -19.7% | 18,244 | $1.1M |
| Patriot Investment Management Group, Inc. | 0.08% | Reduce -3.7% | 18,180 | $1.1M |
| Arlington Trust Co LLC | 0.25% | New | 18,160 | $1.1M |
| Donor Advised Charitable Giving, Inc. | 0.03% | Reduce -5.6% | 18,075 | $1.1M |
| Compound Planning, Inc. | 0.07% | Add +21.9% | 18,029 | $1.1M |
| Basepoint Wealth LLC | 0.83% | Reduce -2.0% | 18,002 | $1.1M |
| MBA Advisors LLC | 0.54% | Reduce -0.3% | 17,943 | $1.1M |
| Collective Family Office LLC | 0.30% | Reduce -3.4% | 17,917 | $1.1M |
| Bright Futures Wealth Management, LLC. | 0.54% | Reduce -0.8% | 17,749 | $1.1M |
| SteelPeak Wealth, LLC | 0.05% | Add +25.3% | 17,824 | $1.1M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Add +0.1% | 17,780 | $1.1M |
| Tudor Financial Inc. | 0.68% | — | 17,778 | $1.1M |
| Northeast Financial Consultants Inc | 0.05% | Add +0.7% | 17,772 | $1.1M |
| Presidio Capital Management, LLC | 0.71% | Reduce -15.3% | 17,763 | $1.1M |
| Sawgrass Asset Management LLC | 0.11% | Add +68.1% | 17,710 | $1.1M |
| Empirical Asset Management, LLC | 0.39% | Reduce -2.5% | 17,672 | $1.1M |
| Tsfg, LLC | 0.24% | Reduce -9.3% | 17,655 | $1.1M |
| Willner & Heller, LLC | 0.98% | Reduce -0.6% | 17,582 | $1.1M |
| Old Port Advisors | 0.30% | Reduce -4.9% | 17,523 | $1.1M |
| Financial Synergies Wealth Advisors, Inc. | 0.13% | Reduce -39.0% | 17,401 | $1.1M |
| One Capital Management, LLC | 0.03% | Reduce -1.0% | 17,389 | $1.1M |
| Meadow Creek Wealth Advisors LLC | 0.85% | Add +11.6% | 17,287 | $1.1M |
| Essex Bank | 0.27% | Reduce -35.4% | 17,238 | $1.1M |
| Tufton Capital Management | 0.20% | Reduce -19.3% | 17,139 | $1.1M |
| Appleton Partners Inc. | 0.08% | Reduce -2.4% | 17,022 | $1.1M |
| Invenio Wealth Partners LLC | 0.46% | Reduce -0.8% | 16,985 | $1.1M |
| Greenwich Wealth Management LLC | 0.07% | Reduce -1.0% | 16,950 | $1.1M |
| Pointe Capital Management LLC | 0.62% | Reduce -8.1% | 16,925 | $1.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.14% | Add +3.9% | 16,892 | $1.1M |
| TFG Advisers LLC | 0.38% | Reduce -1.0% | 16,818 | $1.0M |
| Gemmer Asset Management LLC | 0.10% | Add +27.1% | 16,811 | $1.0M |
| High Note Wealth, LLC | 0.30% | Reduce -1.1% | 16,780 | $1.0M |
| Allie Family Office LLC | 0.56% | No change | 16,769 | $1.0M |
| New England Asset Management Inc. | 0.17% | No change | 16,750 | $1.0M |
| SilverOak Wealth Management LLC | 0.23% | Add +0.9% | 16,683 | $1.0M |
| Howland Capital Management LLC | 0.04% | No change | 16,665 | $1.0M |
| Brookmont Capital Management | 0.53% | Reduce -0.3% | 16,662 | $1.0M |
| Godsey & Gibb, Inc. | 0.10% | Add +7.8% | 16,654 | $1.0M |
| Washington Trust Advisors, Inc. | 0.09% | Add +0.1% | 16,593 | $1.0M |
| Russell Investments Group, Ltd. | 0.00% | Add +147.5% | 16,590 | $1.0M |
| Christensen, King & Associates Investment Services, Inc. | 0.48% | Add +19.0% | 16,526 | $1.0M |
| Peak Planning Group, LLC | 0.45% | Reduce -2.5% | 16,460 | $1.0M |
| Hollow Brook Wealth Management LLC | 0.30% | No change | 16,455 | $1.0M |
| Demars Financial Group, LLC | 0.47% | Reduce -4.3% | 16,454 | $1.0M |
| Csenge Advisory Group | 0.05% | Reduce -3.4% | 16,255 | $1.0M |
| Sageworth Trust Co | 0.06% | No change | 16,432 | $1.0M |
| LVM Capital Management Ltd. | 0.12% | No change | 17,469 | $1.0M |
| Signaturefd, LLC | 0.02% | Add +17.9% | 16,371 | $1.0M |
| Evanson Asset Management, LLC | 0.07% | Reduce -0.5% | 16,310 | $1.0M |
| Traphagen Investment Advisors LLC | 0.10% | Add +0.0% | 16,254 | $1.0M |
| Marshall Financial Group, LLC | 0.24% | New | 16,249 | $1.0M |
| TNF LLC | 0.36% | Reduce -0.2% | 16,210 | $1.0M |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +4.7% | 16,160 | $1.0M |
| CPC Advisors, LLC | 0.15% | Reduce -63.7% | 16,142 | $1.0M |
| Stockman Wealth Management, Inc. | 0.16% | Reduce -22.3% | 16,105 | $1.0M |
| Weaver Consulting Group | 0.32% | Reduce -0.3% | 16,082 | $1.0M |
| Navellier & Associates Inc. | 0.14% | Reduce -55.1% | 16,075 | $1.0M |
| PFG Investments, LLC | 0.06% | Add +26.1% | 15,931 | $993K |
| Princeton Global Asset Management LLC | 0.19% | Add +145.5% | 15,873 | $989K |
| Cornerstone Wealth Group, LLC | 0.08% | Add +1.9% | 15,670 | $977K |
| Savvy Advisors, Inc. | 0.20% | Reduce -25.5% | 15,666 | $976K |
| HFG Advisors, Inc. | 0.86% | Reduce -6.3% | 15,640 | $975K |
| Strata Wealth Advisors, LLC | 0.31% | No change | 15,619 | $973K |
| Talon Private Wealth, LLC | 0.20% | — | 15,535 | $968K |
| Warren Street Wealth Advisors, LLC | 0.40% | No change | 15,531 | $968K |
| Charter Oak Capital Management, LLC | 0.09% | Add +0.7% | 15,523 | $967K |
| Fishman Jay A Ltd. | 0.10% | No change | 15,500 | $966K |
| Certuity, LLC | 0.10% | Reduce -96.3% | 15,362 | $964K |
| Motco | 0.10% | Add +2.6% | 15,471 | $964K |
| Anchor Investment Management, LLC | 0.09% | No change | 15,440 | $962K |
| Raymond James Trust Co. of NH | 7.89% | Add +42.8% | 15,365 | $958K |
| Summit X, LLC | 0.23% | Reduce -3.6% | 16,312 | $955K |
| Focus Financial Network, Inc. | 0.04% | Reduce -0.1% | 15,214 | $948K |
| Magnolia Capital Advisors LLC | 0.47% | Reduce -0.6% | 15,200 | $947K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.26% | Add +22.1% | 15,178 | $946K |
| Hollencrest Capital Management | 0.04% | Reduce -26.6% | 15,178 | $946K |
| Optivise Advisory Services LLC | 0.50% | Reduce -29.1% | 15,172 | $946K |
| Interchange Capital Partners, LLC | 0.34% | Reduce -8.1% | 15,145 | $944K |
| Ipswich Investment Management Co., Inc. | 0.22% | Reduce -5.5% | 15,145 | $944K |
| Trust Point Inc. | 0.07% | Add +6.1% | 15,123 | $942K |
| Verus Capital Partners, LLC | 0.09% | Add +9.2% | 15,096 | $941K |
| Retirement Planning Group, LLC | 0.05% | Reduce -11.8% | 15,091 | $940K |
| Samalin Investment Counsel, LLC | 0.41% | Reduce -1.3% | 15,086 | $940K |
| Freestone Capital Holdings, LLC | 0.03% | Add +37.1% | 15,060 | $939K |
| Clearstead Trust, LLC | 0.22% | Add +11.5% | 14,980 | $934K |
| Capital Advisors Wealth Management, LLC | 0.17% | Reduce -10.2% | 14,948 | $932K |
| North Star Investment Management Corp. | 0.06% | Reduce -1.5% | 14,940 | $931K |
| Principle Wealth Partners LLC | 0.07% | No change | 14,913 | $929K |
| Cobblestone Capital Advisors LLC | 0.05% | Reduce -5.8% | 14,868 | $927K |
| Syntrinsic LLC | 0.31% | Reduce -2.9% | 14,854 | $926K |
| Invesco Ltd. | 0.00% | Reduce -4.1% | 14,818 | $923K |
| PGIM Custom Harvest LLC | 0.02% | Reduce -29.9% | 14,797 | $922K |
| Sweeney & Michel, LLC | 0.36% | Add +0.3% | 14,413 | $921K |
| Moneco Advisors, LLC | 0.11% | Add +0.3% | 14,761 | $920K |
| Palisade Capital Management, LP | 0.03% | Add +1.3% | 14,743 | $919K |
| Almanack Investment Partners, LLC. | 0.14% | Reduce -0.0% | 14,724 | $918K |
| Laurel Wealth Advisors LLC | 0.15% | Add +0.2% | 14,720 | $917K |
| McClarren Financial Advisors, Inc. | 0.12% | Add +516.0% | 1,078 | $917K |
| MV Capital Management, Inc. | 0.10% | Add +3.8% | 14,677 | $915K |
| Philip James Wealth Mangement, LLC | 0.12% | Add +0.3% | 14,640 | $912K |
| Wells Financial Advisors INC | 1.23% | No change | 14,640 | $912K |
| Private Wealth Management Group, LLC | 0.36% | No change | 14,635 | $912K |
| Lifeworks Advisors, LLC | 0.18% | New | 14,605 | $910K |
| Kathleen S. Wright Associates Inc. | 0.37% | Add +0.3% | 14,548 | $907K |
| Droms Strauss Advisors Inc. /Mo/ | 0.32% | Add +0.0% | 14,538 | $906K |
| S.E.E.D. Planning Group LLC | 0.30% | Add +14.1% | 14,528 | $905K |
| Kooman & Associates | 0.33% | Add +6.2% | 14,513 | $904K |
| Seelaus Asset Management LLC | 0.85% | Add +0.9% | 14,503 | $904K |
| Asset Allocation & Management Company, LLC | 0.57% | Reduce -29.1% | 14,467 | $902K |
| CCG Wealth Management, LLC | 0.50% | Add +0.1% | 14,411 | $898K |
| TBH Global Asset Management, LLC | 0.20% | Reduce -9.6% | 14,342 | $894K |
| JMG Financial Group, Ltd. | 0.03% | Add +51.6% | 14,342 | $894K |
| Venturi Wealth Management, LLC | 0.05% | No change | 14,250 | $888K |
| Moody LYNN Lieberson & Walker, LLC | 0.05% | Reduce -0.5% | 14,241 | $887K |
| Sovereign Financial Group, Inc. | 0.21% | Reduce -9.0% | 14,239 | $887K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.13% | Add +1.6% | 14,226 | $887K |
| Highland Capital Management, LLC | 0.05% | Reduce -2.9% | 14,220 | $886K |
| Cedrus LLC | 0.33% | New | 14,202 | $885K |
| Carret Asset Management, LLC | 0.10% | Add +19.2% | 14,141 | $881K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +6.7% | 14,114 | $880K |
| GDS Wealth Management | 0.09% | Add +3.2% | 14,092 | $878K |
| Moisand Fitzgerald Tamayo, LLC | 0.12% | Reduce -1.4% | 14,088 | $878K |
| Oliver Lagore Vanvalin Investment Group | 0.23% | Reduce -5.4% | 13,931 | $868K |
| Archvest Wealth Advisors, Inc. | 0.55% | No change | 13,895 | $866K |
| Conservest Capital Advisors, Inc. | 0.09% | No change | 14,256 | $866K |
| Rakuten Investment Management, Inc. | 0.01% | Add +2.3% | 13,905 | $866K |
| Proactive Wealth Strategies LLC | 0.48% | — | 13,886 | $865K |
| Trexquant Investment LP | 0.01% | Reduce -35.6% | 13,847 | $863K |
| Thompson Investment Management, Inc. | 0.12% | Add +3.2% | 13,823 | $861K |
| Nemes Rush Group LLC | 0.12% | Add +2.0% | 14,155 | $860K |
| Narwhal Capital Management | 0.08% | Reduce -7.9% | 13,780 | $859K |
| TL Private Wealth | 0.38% | Reduce -4.6% | 13,869 | $858K |
| Chatham Capital Group, Inc. | 0.14% | Reduce -5.2% | 13,745 | $857K |
| Next Level Private LLC | 0.35% | Add +0.3% | 13,656 | $851K |
| AQR Capital Management | 0.00% | Reduce -14.6% | 13,629 | $849K |
| Becker Capital Management Inc. | 0.03% | No change | 13,580 | $846K |
| Sepio Capital, LP | 0.07% | No change | 13,522 | $843K |
| Lakeridge Wealth Management LLC | 0.46% | Add +0.3% | 13,520 | $843K |
| Texas Yale Capital Corp. | 0.04% | Add +174.1% | 13,483 | $840K |
| Garrison Point Advisors, LLC | 0.52% | No change | 13,475 | $840K |
| Aveo Capital Partners, LLC | 0.09% | Add +0.2% | 13,472 | $840K |
| Schneider Downs Wealth Management Advisors, LP | 0.17% | Reduce -25.2% | 13,453 | $838K |
| EnRich Financial Partners LLC | 0.28% | No change | 13,437 | $837K |
| Fisher Asset Management | 0.00% | Reduce -54.1% | 13,416 | $836K |
| Diversified, LLC | 0.09% | Reduce -11.4% | 13,403 | $835K |
| Diversified Enterprises, LLC | 0.09% | — | 13,403 | $835K |
| FF Advisors,LLC | 0.54% | Reduce -9.1% | 13,165 | $835K |
| Financial Insights, Inc. | 0.27% | Reduce -2.5% | 13,363 | $833K |
| Rosenblum Silverman Sutton S F Inc. | 0.21% | Add +0.9% | 13,355 | $832K |
| Cassaday & Co Wealth Management LLC | 0.02% | Add +6.2% | 13,314 | $830K |
| Wolff Wiese Magana LLC | 0.57% | Add +44.7% | 13,296 | $829K |
| Hamilton Capital, LLC | 0.06% | Add +4.2% | 13,379 | $828K |
| Beacon Investment Advisory Services, Inc. | 0.03% | Reduce -2.8% | 13,265 | $827K |
| Tru Independence Asset Management 2, LLC | 0.70% | — | 13,259 | $826K |
| Whitaker-Myers Wealth Managers, LTD. | 0.27% | Reduce -3.3% | 13,251 | $826K |
| Westhampton Capital, LLC | 0.42% | Add +208.8% | 13,215 | $824K |
| Plante Moran Financial Advisors, LLC | 0.07% | Add +7.8% | 13,210 | $823K |
| Boyd Watterson Asset Management LLC | 0.23% | Reduce -1.2% | 13,172 | $821K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +25.3% | 13,142 | $819K |
| Yarger Wealth Strategies, LLC | 0.45% | Reduce -3.0% | 13,139 | $819K |
| Merriman Wealth Management, LLC | 0.03% | Add +2.3% | 13,135 | $819K |
| Bragg Financial Advisors, Inc | 0.03% | No change | 13,114 | $817K |
| Sheaff Brock Investment Advisors, LLC | 0.07% | No change | 13,045 | $813K |
| Somerset Trust Co | 0.30% | No change | 13,041 | $813K |
| Quotient Wealth Partners, LLC | 0.03% | Reduce -6.3% | 13,010 | $811K |
| Pacific Sun Financial Corp | 0.45% | Add +0.1% | 12,965 | $808K |
| Shepherd Financial Partners LLC | 0.10% | Reduce -3.7% | 12,939 | $806K |
| Truepoint, Inc. | 0.02% | Add +3.3% | 12,857 | $801K |
| OMNI 360 Wealth, Inc. | 0.55% | Add +1.0% | 12,834 | $800K |
| 4Thought Financial Group Inc. | 0.49% | Add +108.6% | 12,828 | $799K |
| Ascentis Independent Advisors | 0.12% | Add +183.4% | 12,795 | $797K |
| Panoramic Investment Advisors, LLC | 0.55% | — | 12,685 | $791K |
| Ground Swell Capital, LLC | 1.13% | New | 12,681 | $790K |
| Hoxton Planning & Management, LLC | 0.31% | Add +10.0% | 12,652 | $788K |
| ZWJ Investment Counsel Inc. | 0.03% | No change | 12,570 | $783K |
| Sage Capital Advisors,llc | 0.20% | Add +0.4% | 12,561 | $783K |
| Strategies Wealth Advisors, LLC | 0.10% | Reduce -7.1% | 12,547 | $782K |
| Waters Parkerson & Co., LLC | 0.04% | Add +5.6% | 12,520 | $780K |
| Main Street Financial Solutions, LLC | 0.07% | Add +0.1% | 12,479 | $778K |
| Wealth Dimensions Group, Ltd. | 0.20% | Reduce -0.1% | 12,478 | $778K |
| Hilltop Wealth Advisors, LLC | 0.36% | Reduce -10.4% | 12,477 | $778K |
| Walled Lake Planning & Wealth Management, LLC | 0.29% | Reduce -0.7% | 12,456 | $776K |
| Stephens Consulting, LLC | 0.20% | Reduce -0.2% | 12,454 | $776K |
| Shelton Wealth Management, LLC | 0.44% | No change | 12,439 | $775K |
| Investment Research & Advisory Group, Inc. | 0.33% | Add +6.1% | 12,393 | $772K |
| Eagle Ridge Investment Management | 0.07% | Add +64.7% | 12,385 | $772K |
| Westmount Partners, LLC | 0.23% | Add +0.2% | 12,376 | $771K |
| Ritholtz Wealth Management | 0.02% | Reduce -21.4% | 12,368 | $771K |
| ABLE Financial Group, LLC | 0.24% | Reduce -3.4% | 12,353 | $770K |
| Alerus Financial NA | 0.06% | No change | 12,350 | $770K |
| Prosperity Consulting Group, LLC | 0.06% | Add +4.5% | 12,313 | $767K |
| LM Advisors LLC | 0.16% | No change | 12,300 | $767K |
| Columbia Bank | 0.28% | No change | 12,295 | $766K |
| Courage Miller Partners, LLC | 0.26% | Reduce -0.4% | 12,265 | $764K |
| Luminvest Wealth Management LLC | 0.32% | No change | 11,914 | $761K |
| Legacy Financial Group LLC | 0.15% | Add +0.4% | 12,208 | $761K |
| Executive Wealth Management, LLC | 0.06% | New | 12,206 | $761K |
| Legacy Financial Advisors, Inc. | 0.13% | Reduce -6.9% | 12,196 | $760K |
| Cambridge Capital Management, LLC | 0.50% | Add +4.9% | 12,189 | $760K |
| Thomasville National Bank | 0.06% | No change | 12,168 | $758K |
| Glen Eagle Advisors, LLC | 0.13% | Add +0.2% | 12,151 | $757K |
| Napatree Capital LLC | 0.53% | Add +19.7% | 12,100 | $754K |
| Morris Financial Concepts, Inc. | 0.32% | Reduce -1.7% | 12,095 | $754K |
| Relyea Zuckerberg Hanson LLC | 0.11% | Add +0.4% | 12,088 | $753K |
| TCV Trust & Wealth Management, Inc. | 0.07% | Reduce -19.7% | 12,078 | $753K |
| Global Wealth Strategies & Associates | 0.25% | Add +16.9% | 12,071 | $752K |
| Horizons Wealth Management | 0.58% | Reduce -2.4% | 12,069 | $752K |
| EagleClaw Capital Managment, LLC | 0.13% | No change | 11,990 | $747K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -7.2% | 11,981 | $747K |
| Sharkey, Howes & Javer | 0.11% | Reduce -2.1% | 11,963 | $746K |
| BKM Wealth Management, LLC | 0.30% | Reduce -4.3% | 11,953 | $745K |
| Dearborn Partners LLC | 0.03% | Add +2.3% | 11,944 | $744K |
| Johnson Bixby & Associates, LLC | 0.11% | Reduce -15.1% | 11,925 | $743K |
| New Insight Wealth Advisors | 0.39% | Add +0.8% | 11,925 | $743K |
| Plancorp, LLC | 0.03% | Reduce -4.9% | 11,916 | $743K |
| Windsor Advisory Group, LLC | 0.84% | New | 11,875 | $740K |
| SC&H Financial Advisors, Inc. | 0.16% | Reduce -1.0% | 11,854 | $739K |
| Nicolet Bankshares Inc. | 0.15% | Add +15.3% | 11,830 | $737K |
| Cardiff Park Advisors, LLC | 0.07% | Add +0.1% | 11,789 | $735K |
| Intergy Private Wealth, LLC | 0.28% | Reduce -0.1% | 11,745 | $732K |
| Primoris Wealth Advisors, LLC | 0.53% | No change | 11,695 | $729K |
| Intelligence Driven Advisers, LLC | 0.10% | Reduce -0.3% | 11,690 | $729K |
| Tilia Fiduciary Partners, Inc. | 0.50% | Add +29.7% | 11,688 | $728K |
| SFG Wealth Management, LLC. | 0.39% | Reduce -3.9% | 11,680 | $728K |
| Brandywine Oak Private Wealth LLC | 0.07% | Add +4.6% | 11,660 | $727K |
| Summit Asset Management, LLC | 0.08% | No change | 11,655 | $726K |
| NWK Group, Inc. | 0.30% | Reduce -1.3% | 11,654 | $726K |
| KFG Wealth Management, LLC | 0.16% | Add +7.1% | 11,642 | $726K |
| Seneca House Advisors | 0.30% | Add +0.5% | 11,602 | $723K |
| First National Bank Sioux Falls | 0.33% | No change | 11,575 | $721K |
| Ironwood Investment Counsel, LLC | 0.12% | Reduce -5.7% | 11,570 | $721K |
| McRae Capital Management Inc. | 0.14% | Add +1.8% | 11,567 | $721K |
| Oakwell Private Wealth Management, LLC | 0.21% | No change | 11,551 | $720K |
| J. W. Coons Advisors, LLC | 0.13% | Add +4.6% | 11,490 | $716K |
| Clearbridge Investments, LLC | 0.00% | Add +2.7% | 11,476 | $715K |
| Uptick Partners, LLC | 0.30% | Add +42.0% | 11,430 | $712K |
| Invst, LLC | 0.09% | Reduce -39.8% | 11,424 | $712K |
| American State Bank (Iowa) | 0.43% | Add +0.3% | 11,410 | $711K |
| Slow Capital, Inc. | 0.11% | New | 11,395 | $710K |
| Davidson Trust Co. | 0.36% | Reduce -2.0% | 11,383 | $709K |
| Fusion Family Wealth, LLC | 0.07% | Reduce -1.1% | 11,351 | $707K |
| Prostatis Group LLC | 0.23% | Reduce -14.5% | 11,333 | $706K |
| GTS Securities LLC | 0.01% | Reduce -59.7% | 11,320 | $706K |
| Kwmg, LLC | 0.07% | Reduce -0.3% | 11,322 | $706K |
| Blueprint Investment Partners LLC | 0.13% | Add +1.1% | 11,222 | $699K |
| Elk River Wealth Management LLC | 0.13% | Reduce -3.4% | 11,180 | $697K |
| Marathon Strategic Advisors, LLC | 0.73% | Reduce -1.6% | 11,154 | $695K |
| Clarkston Capital Partners, LLC | 0.01% | No change | 11,125 | $693K |
| Wealthcare Capital Management LLC | 0.07% | Reduce -16.8% | 11,094 | $691K |
| Key Financial Inc | 0.15% | No change | 11,043 | $688K |
| SIMA Wealth Partners, LLC | 0.60% | Reduce -1.2% | 11,011 | $686K |
| Clarity Capital Advisors, LLC | 0.49% | Add +0.4% | 10,981 | $684K |
| Swmg, LLC | 0.28% | Add +12.1% | 10,419 | $682K |
| WPWealth LLP | 0.14% | Reduce -0.1% | 10,930 | $681K |
| Maltin Wealth Management, Inc. | 0.33% | Add +3.2% | 10,928 | $681K |
| American Money Management, LLC | 0.14% | Reduce -1.0% | 10,915 | $680K |
| FourThought Financial Partners, LLC | 0.08% | Add +4.1% | 10,903 | $679K |
| Adirondack Trust Co. | 0.26% | No change | 10,892 | $679K |
| Planned Solutions, Inc. | 0.28% | Add +0.3% | 10,890 | $679K |
| Carl P. Sherr & Co., LLC | 0.35% | Reduce -1.5% | 10,818 | $674K |
| Austin Private Wealth, LLC | 0.07% | Add +5.1% | 10,795 | $673K |
| Olde Wealth Management, LLC | 0.24% | No change | 10,776 | $671K |
| Keystone Wealth Services, LLC | 0.18% | Add +0.1% | 10,717 | $668K |
| Opus Capital Group, LLC | 0.08% | Reduce -0.8% | 10,706 | $667K |
| Graybill Wealth Management, LTD. | 0.25% | Add +0.4% | 10,677 | $665K |
| Weatherly Asset Management L. P. | 0.06% | Add +1.0% | 10,677 | $665K |
| GW&K Investment Management, LLC | 0.01% | Add +7.4% | 10,633 | $663K |
| Checchi Capital Advisers, LLC | 0.05% | Reduce -18.3% | 10,635 | $663K |
| SeaCrest Wealth Management, LLC | 0.07% | Reduce -1.8% | 10,630 | $662K |
| HHM Wealth Advisors, LLC | 0.09% | No change | 10,623 | $662K |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | Add +2.1% | 10,555 | $658K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 10,520 | $656K |
| Tennessee Valley Asset Management Partners | 0.11% | Reduce -2.3% | 10,511 | $655K |
| Paladin Advisory Group, LLC | 0.48% | No change | 10,482 | $653K |
| Eq LLC | 0.33% | Add +10.1% | 10,473 | $653K |
| Code Waechter LLC | 0.62% | — | 10,407 | $649K |
| Howard Wealth Management, LLC | 0.38% | Add +0.1% | 10,387 | $647K |
| Warner Financial, Inc. | 0.29% | Add +9.2% | 10,387 | $647K |
| United Advisor Group, LLC | 0.15% | Add +74.8% | 10,381 | $647K |
| Bill Few Associates, Inc. | 0.23% | Add +0.1% | 10,381 | $647K |
| High Falls Advisors, Inc | 0.15% | Add +2.7% | 10,364 | $646K |
| Bath Savings Trust Co | 0.06% | No change | 10,328 | $644K |
| Tyche Wealth Partners LLC | 0.15% | Add +12.3% | 10,318 | $643K |
| Emprise Bank | 0.37% | No change | 10,275 | $640K |
| Terril Brothers, Inc. | 0.21% | No change | 10,260 | $639K |
| Edmond DE Rothschild Holding S.A. | 0.01% | Add +7.6% | 10,250 | $639K |
| Oak Asset Management, LLC | 0.23% | Reduce -5.8% | 10,235 | $638K |
| Jackson Hole Capital Partners, LLC | 0.13% | Add +0.6% | 10,205 | $636K |
| Ballast, Inc. | 0.18% | Add +5.9% | 10,193 | $635K |
| Mitchell Capital Management Co. | 0.11% | Reduce -3.6% | 10,190 | $635K |
| Indiana Trust & Investment Management Co | 0.22% | Reduce -5.1% | 10,170 | $634K |
| Wealthgarden F.S. LLC | 0.62% | Add +28.7% | 10,165 | $633K |
| Romano Brothers and Company | 0.08% | No change | 10,149 | $632K |
| Aviance Capital Partners, LLC | 0.08% | No change | 10,085 | $628K |
| RiverFront Investment Group, LLC | 0.01% | Reduce -22.0% | 10,065 | $627K |
| Tempus Wealth Planning, LLC | 0.23% | Add +42.3% | 10,042 | $626K |
| First Affirmative Financial Network | 0.34% | New | 10,022 | $625K |
| Ocean Park Asset Management, LLC | 0.03% | New | 10,004 | $623K |
| Corebridge Financial, Inc. | 0.00% | Reduce -56.5% | 10,000 | $623K |
| Rise Advisors, LLC | 0.30% | Reduce -12.8% | 9,939 | $619K |
| Simplicity Wealth,LLC | 0.06% | Reduce -86.2% | 9,931 | $619K |
| CFM Wealth Partners LLC | 0.11% | Add +0.3% | 9,930 | $619K |
| Mill Creek Capital Advisors, LLC | 0.01% | Add +63.4% | 9,921 | $618K |
| Gen-Wealth Partners Inc | 0.27% | No change | 9,830 | $617K |
| Zullo Investment Group, Inc. | 0.26% | Reduce -1.4% | 9,888 | $616K |
| Inspire Advisors, LLC | 0.07% | Add +7.8% | 9,882 | $616K |
| Stonebrook Private Inc. | 0.16% | Reduce -7.0% | 9,861 | $615K |
| Ethos Financial Group, LLC | 0.10% | Add +2.5% | 9,830 | $613K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.05% | Reduce -6.3% | 9,783 | $610K |
| Root Financial Partners, LLC | 0.10% | Add +144.8% | 9,781 | $610K |
| Hobbs Group Advisors, LLC | 0.22% | Add +7.1% | 9,768 | $609K |
| International Private Wealth Advisors LLC | 0.89% | Add +0.3% | 9,734 | $607K |
| Fort Point Capital Partners LLC | 0.08% | Reduce -2.3% | 9,731 | $606K |
| Security Benefit Life Insurance Co. | 0.31% | No change | 9,700 | $605K |
| New Potomac Partners, LLC | 0.31% | Add +0.0% | 9,677 | $603K |
| Athena Investment Management | 0.34% | Add +0.0% | 9,651 | $601K |
| Melone Private Wealth, LLC | 0.32% | Reduce -1.5% | 9,641 | $601K |
| Latitude Advisors, LLC | 0.34% | Reduce -29.3% | 9,595 | $598K |
| Red Door Wealth Management, LLC | 0.10% | Add +56.7% | 9,563 | $596K |
| Juncture Wealth Strategies, LLC | 0.23% | Add +0.0% | 9,526 | $594K |
| Peterson Wealth Advisors, LLC | 0.11% | Reduce -14.4% | 9,521 | $593K |
| Guardian Wealth Advisors, LLC / NC | 0.06% | Reduce -2.8% | 9,509 | $593K |
| Richardson Financial Services Inc. | 0.37% | No change | 10,045 | $588K |
| First Manhattan Co. Llc. | 0.00% | No change | 9,420 | $587K |
| Stanley-Laman Group, Ltd. | 0.07% | Add +7.7% | 9,399 | $586K |
| Stone House Investment Management, LLC | 0.12% | Add +8.7% | 9,380 | $585K |
| FSB Premier Wealth Management, Inc. | 0.24% | Reduce -10.0% | 9,356 | $583K |
| Private Wealth Partners, LLC | 0.05% | Add +0.7% | 9,355 | $583K |
| Nicholas Hoffman & Company, LLC. | 0.02% | Add +0.1% | 9,337 | $582K |
| Peachtree Investment Partners, LLC | 0.22% | Reduce -17.1% | 9,334 | $582K |
| Wallace Advisory Group, LLC | 0.43% | No change | 9,937 | $581K |
| Meridian Investment Counsel Inc. | 0.18% | No change | 9,315 | $581K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -8.4% | 9,262 | $577K |
| Lam Group, Inc. | 0.41% | No change | 9,250 | $576K |
| Procyon Advisors, LLC | 0.04% | Reduce -45.8% | 9,210 | $574K |
| Running Point Capital Advisors, LLC | 0.22% | No change | 9,185 | $572K |
| Valued Retirements, Inc. | 0.79% | Add +3.1% | 9,173 | $572K |
| Modern Wealth Management, LLC | 0.04% | Add +23.0% | 9,169 | $571K |
| Goodman Financial Corp | 0.13% | No change | 9,165 | $571K |
| Canandaigua National Trust Co of Florida | 0.49% | — | 9,140 | $570K |
| Founders Financial Alliance, LLC | 0.16% | Reduce -1.4% | 9,138 | $569K |
| Security National Bank | 0.08% | No change | 9,100 | $567K |
| Safeguard Financial, LLC | 0.13% | Add +36.1% | 9,094 | $567K |
| FWG Investments, LLC. | 0.49% | Add +9.0% | 9,084 | $566K |
| Operose Advisors LLC | 0.18% | Add +24.5% | 9,078 | $566K |
| Adaptive Financial Consulting, LLC | 0.23% | Add +0.6% | 9,065 | $565K |
| Patton Albertson Miller Group, LLC | 0.08% | No change | 9,060 | $565K |
| Prosperity Planning, Inc. | 0.25% | Reduce -0.5% | 9,042 | $563K |
| Lazard Freres Gestion S.A.S. | 0.01% | No change | 9,050 | $563K |
| William Howard & Co Financial Advisors Inc | 0.48% | Add +11.6% | 9,021 | $562K |
| Centurion Wealth Management LLC | 0.18% | — | 9,017 | $562K |
| Wynn Capital, LLC | 0.37% | No change | 8,985 | $560K |
| Gateway Wealth Partners, LLC | 0.15% | Reduce -59.9% | 8,960 | $558K |
| Redhawk Wealth Advisors, Inc. | 0.08% | Reduce -13.3% | 8,959 | $558K |
| Sterling Investment Advisors, Ltd. | 0.14% | Add +6.5% | 8,955 | $558K |
| Sierra Summit Advisors LLC | 0.13% | Reduce -4.8% | 8,950 | $558K |
| Geller Advisors LLC | 0.04% | No change | 8,930 | $557K |
| Howard Financial Services, LTD. | 0.08% | Reduce -25.3% | 8,873 | $553K |
| Clear Harbor Asset Management, LLC | 0.05% | Add +1.1% | 8,870 | $553K |
| ARS Investment Partners, LLC | 0.05% | Add +26.6% | 8,863 | $552K |
| FWG Holdings, LLC | 0.27% | Reduce -2.6% | 8,766 | $550K |
| Dimension Capital Management LLC | 0.10% | No change | 8,820 | $550K |
| Morningstar Investment Services LLC | 0.01% | Add +45.6% | 8,805 | $548K |
| Everett Harris & Co. | 0.01% | Add +9.6% | 8,781 | $547K |
| Sound View Wealth Advisors Group, LLC | 0.04% | Add +105.3% | 8,776 | $547K |
| Fortis Group Advisors, LLC | 0.10% | Reduce -17.8% | 8,740 | $545K |
| Wick Capital Partners, LLC | 0.18% | Add +0.1% | 8,710 | $543K |
| Cutler Investment Counsel LLC | 0.07% | Add +0.2% | 8,690 | $542K |
| Oxinas Partners, LLC | 0.33% | No change | 8,685 | $541K |
| Transatlantique Private Wealth LLC | 0.21% | Reduce -1.4% | 8,620 | $537K |
| Hemington Wealth Management | 0.14% | Add +48.3% | 8,682 | $537K |
| McIlrath & Eck, LLC | 0.07% | Add +16.4% | 8,608 | $536K |
| Collaborative Wealth Managment Inc. | 0.24% | Reduce -2.7% | 8,574 | $534K |
| Breed's Hill Capital LLC | 0.44% | No change | 8,550 | $533K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.12% | No change | 8,525 | $531K |
| WNY Asset Management, LLC | 0.06% | No change | 8,518 | $531K |
| Financial Futures Ltd Liability Co. | 0.30% | Reduce -0.5% | 8,470 | $528K |
| City State Bank | 0.19% | Reduce -6.1% | 8,470 | $528K |
| Mendota Financial Group, LLC | 0.25% | Reduce -10.6% | 8,465 | $528K |
| Seven Mile Advisory | 0.35% | Add +1.8% | 8,424 | $525K |
| Legal & General Group Plc | 0.00% | Reduce -70.6% | 8,400 | $524K |
| Sage Rhino Capital LLC | 0.12% | No change | 8,400 | $523K |
| Burney Co./ | 0.02% | Add +0.1% | 8,384 | $522K |
| Aurora Private Wealth, Inc. | 0.41% | Reduce -9.8% | 8,355 | $521K |
| Cassady Schiller Wealth Management, LLC | 0.19% | No change | 8,348 | $520K |
| Eight 31 Financial, LLC | 0.40% | Add +7.6% | 8,335 | $519K |
| WMS Partners, LLC | 0.03% | Add +72.2% | 8,327 | $519K |
| Towerpoint Wealth, LLC | 0.25% | Add +2.5% | 8,306 | $518K |
| TriaGen Wealth Management LLC | 0.17% | Add +20.8% | 8,285 | $516K |
| Alta Wealth Advisors LLC | 0.24% | Add +0.8% | 8,282 | $516K |
| Pacific Global Investment Management Co. | 0.09% | No change | 8,250 | $514K |
| Personal Cfo Solutions, LLC | 0.07% | Add +8.9% | 8,245 | $514K |
| Sandhill Capital Partners LLC | 0.04% | Add +1.9% | 8,229 | $513K |
| Syntegra Private Wealth Group, LLC | 0.06% | Add +0.1% | 8,226 | $513K |
| Kelleher Financial Advisors | 0.20% | No change | 8,225 | $513K |
| Fort Pitt Capital Group, LLC | 0.01% | Add +1.0% | 8,219 | $512K |
| Hummer Financial Advisory Services Inc | 0.40% | Reduce -3.0% | 8,210 | $512K |
| Spirit of America Management Corp. | 0.10% | Reduce -6.1% | 8,206 | $511K |
| SGL Investment Advisors, Inc. | 0.27% | — | 7,865 | $510K |
| Lewis Asset Management, LLC | 0.37% | Add +1.9% | 8,184 | $510K |
| Fort Sheridan Advisors LLC | 0.08% | No change | 8,159 | $508K |
| 180 Wealth Advisors, LLC | 0.08% | Add +0.5% | 8,131 | $507K |
| Stokes Family Office, LLC | 0.06% | Reduce -0.6% | 8,116 | $506K |
| Strategic Financial Partners, Ltd. | 0.26% | Reduce -1.4% | 8,115 | $506K |
| Renaissance Technologies | 0.00% | Reduce -75.0% | 8,100 | $505K |
| World Equity Group, Inc. | 0.18% | Add +4.1% | 8,082 | $504K |
| Blue Trust, Inc. | 0.01% | Reduce -4.5% | 8,601 | $503K |
| Southland Equity Partners LLC | 0.12% | Reduce -1.4% | 8,076 | $503K |
| Roman Butler Fullerton & Co. | 0.15% | Reduce -0.5% | 7,946 | $503K |
| First Commonwealth Financial Corp | 0.12% | No change | 8,045 | $501K |
| IAG Wealth Partners, LLC | 0.09% | Add +9.5% | 8,036 | $501K |
| IMA Advisory Services, Inc. | 0.11% | New | 8,025 | $500K |
| Stevens Capital Partners | 0.24% | Reduce -1.4% | 8,025 | $500K |
| Melfa Wealth Management, Inc. | 0.33% | Reduce -5.5% | 8,023 | $500K |
| Augustine Asset Management Inc. | 0.17% | No change | 8,010 | $499K |
| Haverford Financial Services, Inc. | 0.14% | No change | 8,000 | $499K |
| Global Strategic Investment Solutions, LLC | 0.06% | Add +0.3% | 7,994 | $498K |
| Powell Investment Advisors, LLC | 0.23% | Add +8.8% | 7,990 | $498K |
| Martin Capital Advisors, LLP | 0.35% | No change | 7,975 | $497K |
| Leslie Global Wealth, LLC | 0.24% | Add +56.6% | 7,943 | $495K |
| NCM Capital Management, LLC | 0.24% | Add +2.3% | 7,928 | $494K |
| HUB Investment Partners, LLC | 0.02% | Reduce -2.7% | 7,843 | $489K |
| Guyasuta Investment Advisors Inc. | 0.03% | Add +272.0% | 7,835 | $488K |
| Shufro Rose & Co. LLC | 0.04% | No change | 8,340 | $488K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Add +26.3% | 7,795 | $487K |
| Signal Advisors Wealth, LLC | 0.07% | New | 7,789 | $485K |
| Concentric Wealth Management, LLC | 0.12% | Add +1.6% | 7,774 | $484K |
| Albion Financial Group | 0.03% | Reduce -0.3% | 7,768 | $484K |
| Drexel Morgan & Co. | 0.09% | No change | 7,755 | $483K |
| Peak Asset Management, LLC | 0.09% | No change | 7,750 | $483K |
| Wealth Management Associates, Inc. | 0.21% | Reduce -0.1% | 7,746 | $483K |
| Tradewinds, LLC. | 0.15% | Add +0.0% | 7,706 | $480K |
| Hall Kathryn A. | 0.10% | No change | 7,700 | $480K |
| Norden Group LLC | 0.06% | Reduce -7.5% | 7,691 | $479K |
| SP Asset Management LLC | 0.04% | Add +0.1% | 7,690 | $479K |
| McElhenny Sheffield Capital Management, LLC | 0.16% | Add +10.2% | 7,665 | $478K |
| Paulson Wealth Management Inc. | 0.13% | Add +0.5% | 7,664 | $478K |
| Fermata Advisors, LLC | 0.10% | Reduce -1.2% | 7,659 | $477K |
| Clear Point Advisors Inc. | 0.37% | Reduce -11.2% | 7,636 | $476K |
| Marble Harbor Investment Counsel, LLC | 0.05% | No change | 7,635 | $476K |
| Inspire Trust Co, N.A. | 0.13% | Add +16.4% | 7,627 | $475K |
| Friedenthal Financial | 0.28% | Add +14.2% | 7,623 | $475K |
| Bogart Wealth, LLC | 0.02% | Add +0.6% | 7,606 | $474K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.12% | Reduce -3.4% | 7,590 | $473K |
| Hazlett, Burt & Watson, Inc. | 0.22% | Reduce -5.1% | 7,552 | $473K |
| J. L. Bainbridge & Co., Inc. | 0.05% | No change | 7,550 | $471K |
| LaSalle St. Investment Advisors, LLC | 0.18% | Add +2.5% | 7,555 | $470K |
| Dagco, Inc. | 0.19% | Reduce -3.2% | 7,465 | $465K |
| Patten & Patten Inc. | 0.03% | Reduce -38.5% | 7,450 | $464K |
| Northwest Capital Management Inc | 0.17% | No change | 7,445 | $464K |
| Avion Wealth | 0.12% | No change | 7,435 | $463K |
| Live Oak Private Wealth LLC | 0.08% | Add +7.7% | 7,426 | $463K |
| Falcon Wealth Planning | 0.05% | Add +5.8% | 7,422 | $463K |
| Values Added Financial LLC | 0.29% | No change | 7,401 | $461K |
| Grant Street Asset Management, Inc. | 0.14% | Add +2.3% | 7,395 | $461K |
| Scissortail Wealth Management, LLC | 0.11% | Reduce -99.9% | 5 | $460K |
| Smith Salley Wealth Management | 0.03% | Add +0.6% | 7,370 | $459K |
| Peterson Wealth Services | 0.15% | Reduce -0.4% | 7,354 | $458K |
| Ellsworth Advisors, LLC | 0.12% | Add +40.7% | 7,352 | $458K |
| Performance Wealth Partners, LLC | 0.02% | Reduce -0.3% | 7,330 | $457K |
| Rollins Financial Advisors, LLC | 0.08% | Add +0.0% | 7,327 | $457K |
| Pacifica Partners Inc. | 0.19% | Add +24.1% | 7,320 | $456K |
| Staley Capital Advisers Inc. | 0.02% | Reduce -5.5% | 7,255 | $452K |
| Acorn Financial Advisory Services Inc. | 0.08% | Reduce -2.1% | 7,249 | $452K |
| Nicolet Advisory Services, LLC | 0.04% | Reduce -0.1% | 7,320 | $451K |
| Mason Investment Advisory Services, Inc. | 0.03% | Add +0.3% | 7,232 | $451K |
| CapWealth Advisors, LLC | 0.05% | No change | 7,205 | $449K |
| Florida Trust Wealth Management Co | 0.01% | Add +0.0% | 7,201 | $449K |
| 49 Wealth Management, LLC | 0.07% | Reduce -9.4% | 7,189 | $448K |
| Pension & Wealth Management Advisors, Inc. | 0.23% | No change | 7,170 | $447K |
| Householder Group Estate & Retirement Specialist, LLC | 0.13% | Add +45.7% | 7,170 | $446K |
| DDD Partners, LLC | 0.05% | Add +0.0% | 7,143 | $445K |
| My Personal CFO, LLC | 0.24% | Reduce -0.6% | 7,140 | $445K |
| Capital Planning LLC | 0.12% | No change | 7,140 | $445K |
| Argent Financial Group, Inc. | 0.05% | — | 7,124 | $444K |
| Ardent Capital Management, Inc. | 0.20% | No change | 7,120 | $444K |
| Rappaport Reiches Capital Management, LLC | 0.12% | No change | 7,120 | $444K |
| Tradition Wealth Management, LLC | 0.04% | Reduce -5.0% | 7,089 | $442K |
| Aries Wealth Management | 0.12% | Add +97.2% | 7,071 | $441K |
| Mainstream Capital Management LLC | 0.37% | — | 7,049 | $439K |
| Facet Wealth, Inc. | 0.01% | Reduce -29.1% | 7,046 | $437K |
| Defined Wealth Management, LLC | 0.28% | Reduce -0.4% | 7,008 | $437K |
| Edgestream Partners, L.P. | 0.02% | Add +54.4% | 7,007 | $437K |
| Foster Victor Wealth Advisors, LLC | 0.04% | Add +17.0% | 7,006 | $437K |
| Selway Asset Management | 0.17% | Reduce -6.7% | 7,000 | $436K |
| Mason & Associates Inc | 0.11% | No change | 6,988 | $435K |
| Balentine LLC | 0.02% | Add +205.4% | 6,981 | $435K |
| Trueblood Wealth Management, LLC | 0.22% | Add +86.3% | 6,976 | $435K |
| Greenhouse Wealth Management, LLC | 0.29% | Add +0.4% | 6,970 | $434K |
| JB Capital LLC | 0.02% | Add +18.4% | 6,969 | $434K |
| Legacy PCG, LLC | 0.31% | Add +6.8% | 6,954 | $433K |
| Ti-Trust, Inc. | 0.31% | Reduce -6.7% | 6,928 | $432K |
| First Trust Direct Indexing L.P. | 0.02% | Reduce -16.8% | 6,916 | $431K |
| Bank Hapoalim BM | 0.07% | Reduce -74.0% | 6,915 | $431K |
| Lavaca Capital LLC | 0.21% | New | 6,911 | $431K |
| Lion Street Advisors, LLC | 0.15% | Add +7.8% | 6,909 | $431K |
| Canvas Wealth Advisors, LLC | 0.12% | Add +73.7% | 6,899 | $430K |
| Occidental Asset Management, LLC | 0.07% | Reduce -0.9% | 6,882 | $429K |
| Debussy Capital Management LP | 0.12% | Add +8.4% | 6,866 | $428K |
| JT Stratford LLC | 0.07% | Add +11.5% | 6,863 | $428K |
| Peregrine Asset Advisers, Inc. | 0.15% | No change | 6,855 | $427K |
| Keebeck Wealth Management | 0.06% | Reduce -0.5% | 6,853 | $427K |
| One Wealth Management Investment & Advisory Services, LLC | 0.75% | Add +2.2% | 6,833 | $426K |
| Whalerock Point Partners, LLC | 0.10% | No change | 6,820 | $425K |
| AlphaStar Capital Management, LLC | 0.03% | Add +1.8% | 6,813 | $425K |
| Optimum Investment Advisors | 0.18% | No change | 6,760 | $421K |
| Okabena Investment Services Inc. | 0.12% | New | 6,755 | $421K |
| Sunburst Financial Group, LLC | 0.11% | Reduce -2.7% | 6,749 | $421K |
| Strategic Equity Management | 0.20% | Reduce -91.4% | 6,747 | $420K |
| Financial Guidance Group, Inc. | 0.25% | No change | 6,740 | $420K |
| Innealta Capital, LLC | 0.17% | Reduce -3.1% | 6,738 | $420K |
| Center For Asset Management LLC | 0.25% | No change | 6,735 | $420K |
| WealthCare Investment Partners, LLC | 0.18% | Add +31.3% | 6,785 | $420K |
| WoodTrust Financial Corp | 0.06% | Reduce -61.2% | 6,725 | $419K |
| Kings Path Partners LLC | 0.18% | Add +2.8% | 6,700 | $418K |
| Selective Wealth Management, Inc. | 0.17% | Reduce -30.5% | 6,699 | $415K |
| Roundview Capital LLC | 0.03% | Add +8.0% | 6,648 | $414K |
| Harmony Asset Management LLC | 0.15% | No change | 6,632 | $413K |
| Rothschild Capital Partners, LLC | 0.12% | Reduce -0.1% | 6,631 | $413K |
| L.M. Kohn & Company | 0.10% | Add +7.3% | 6,601 | $411K |
| BCGM Wealth Management, LLC | 0.13% | Reduce -3.6% | 6,583 | $410K |
| Onyx Bridge Wealth Group LLC | 0.06% | Add +0.5% | 6,575 | $410K |
| Elios Financial Group Inc. | 0.19% | — | 6,551 | $408K |
| Meridian Financial Partners LLC | 0.21% | No change | 6,535 | $407K |
| IMS Capital Management | 0.18% | Reduce -13.3% | 6,515 | $406K |
| Phillips Wealth Planners LLC | 0.39% | Add +27.7% | 6,357 | $406K |
| Sonora Investment Management Group, LLC | 0.03% | Add +90.8% | 6,483 | $404K |
| Foster & Motley Inc. | 0.03% | Add +0.4% | 6,445 | $402K |
| Apella Capital, LLC | 0.02% | Add +47.9% | 6,490 | $402K |
| McDaniel Terry & Co. | 0.03% | No change | 6,440 | $401K |
| LexAurum Advisors, LLC | 0.09% | Reduce -4.7% | 6,433 | $401K |
| Provenance Wealth Advisors, LLC | 0.05% | Reduce -0.1% | 6,422 | $400K |
| Kingfisher Capital LLC | 0.09% | Add +0.4% | 6,414 | $400K |
| Berkeley Capital Partners, LLC | 0.11% | Add +0.3% | 6,408 | $399K |
| F/m Investments LLC | 0.01% | No change | 6,365 | $397K |
| Forum Financial Management, LP | 0.01% | Add +6.8% | 6,296 | $392K |
| J.P. Marvel Investment Advisors, LLC | 0.06% | No change | 6,295 | $392K |
| Charles Schwab Trust Co | 0.03% | No change | 6,295 | $392K |
| Central Pacific Bank - Trust Division | 0.05% | No change | 6,267 | $391K |
| Dopkins Wealth Management, LLC | 0.31% | Reduce -4.4% | 6,250 | $390K |
| Ashford Advisors, LLC | 0.09% | No change | 6,250 | $390K |
| Morton Brown Family Wealth, LLC | 0.14% | No change | 6,234 | $389K |
| Sugarloaf Wealth Management, LLC | 0.06% | Add +0.1% | 6,189 | $386K |
| Archer Investment Corp | 0.10% | Reduce -3.3% | 6,181 | $385K |
| First Bancorp, Inc | 0.27% | Reduce -0.2% | 6,163 | $384K |
| Bison Wealth, LLC | 0.06% | New | 6,136 | $382K |
| Morton Capital Management LLC | 0.08% | New | 6,123 | $382K |
| Range Financial Group LLC | 0.52% | Reduce -4.0% | 6,116 | $381K |
| Ade, LLC | 0.23% | No change | 6,103 | $380K |
| Barr E S & Co. | 0.02% | No change | 6,085 | $379K |
| Pinnacle Wealth Management Group, Inc. | 0.24% | Add +7.1% | 6,079 | $379K |
| Faithward Advisors, LLC | 0.07% | No change | 6,060 | $378K |
| RVW Wealth, LLC | 0.04% | Add +13.3% | 6,057 | $377K |
| Montz Harcus Wealth Management LLC | 0.22% | Add +0.3% | 6,054 | $377K |
| Armstrong Henry H Associates Inc. | 0.04% | No change | 6,050 | $377K |
| Global Financial Private Client, LLC | 0.15% | Add +81.0% | 6,035 | $376K |
| Fox Financial, Inc | 0.33% | No change | 6,030 | $376K |
| Auxano Advisors, LLC | 0.10% | Add +0.4% | 6,000 | $374K |
| Plum Street Advisors, LLC | 0.19% | No change | 5,991 | $373K |
| Asset Dedication, LLC | 0.03% | Add +2.8% | 5,980 | $373K |
| Cannon Wealth Management Services, LLC | 0.34% | — | 5,970 | $372K |
| Alpha Cubed Investments, LLC | 0.02% | Add +3.0% | 5,940 | $370K |
| WealthPLAN Partners, LLC | 0.05% | Reduce -21.1% | 5,934 | $370K |
| W Advisors, LLC | 0.23% | Reduce -0.2% | 5,931 | $370K |
| Legacy Bridge, LLC | 0.20% | Add +5.5% | 5,920 | $369K |
| Maia Wealth LLC | 0.09% | Add +5.6% | 5,892 | $368K |
| Jentner Corp | 0.11% | No change | 5,900 | $368K |
| BOS Asset Management, LLC | 0.14% | Add +3.7% | 5,894 | $367K |
| Osborne Partners Capital Management, LLC | 0.02% | New | 5,890 | $367K |
| Princeton Capital Management LLC | 0.12% | No change | 5,890 | $367K |
| Hibernia Wealth Partners, LLC | 0.13% | New | 5,890 | $367K |
| TFC Financial Management, Inc. | 0.06% | Add +0.1% | 5,889 | $367K |
| Van Cleef Asset Management,Inc | 0.04% | No change | 5,870 | $366K |
| Icon Wealth Advisors, LLC | 0.03% | Add +58.2% | 5,855 | $365K |
| ARS Wealth Advisors Group, LLC | 0.04% | No change | 5,845 | $364K |
| Summitry LLC | 0.02% | New | 5,823 | $363K |
| Gray Wealth Management Inc. | 0.14% | Add +0.0% | 5,821 | $363K |
| Capital Wealth Management, LLC | 0.16% | Reduce -11.4% | 5,817 | $363K |
| Strategic Advisors LLC | 0.07% | Reduce -47.2% | 5,810 | $362K |
| REAP Financial Group, LLC | 0.09% | No change | 5,783 | $360K |
| Houlihan Financial Resource Group, Ltd. | 0.15% | New | 5,755 | $359K |
| Avaii Wealth Management, LLC | 0.18% | No change | 5,760 | $359K |
| Bull Street Advisors, LLC | 0.17% | No change | 5,745 | $358K |
| Partners in Financial Planning | 0.07% | Add +0.2% | 5,743 | $358K |
| Family Asset Management, LLC | 0.21% | Reduce -0.1% | 5,728 | $357K |
| Aberdeen Wealth Management LLC | 0.23% | No change | 5,725 | $357K |
| Gradient Capital Advisors, LLC | 0.12% | No change | 5,713 | $356K |
| Equita Financial Network, Inc. | 0.13% | Reduce -46.5% | 5,684 | $354K |
| Trek Financial, LLC | 0.03% | Reduce -6.3% | 5,675 | $354K |
| Obsidian Cio, LLC | 0.07% | Reduce -1.6% | 5,658 | $353K |
| Carson Advisory Inc. | 0.22% | Add +21.7% | 5,642 | $352K |
| Boston Trust Walden Corp | 0.00% | Add +2.6% | 5,635 | $351K |
| Latko Wealth Management, Ltd. | 0.21% | — | 5,624 | $351K |
| Shira Ridge Wealth Management | 0.18% | Add +4.0% | 5,622 | $350K |
| Bank Ozk | 0.14% | Add +8.6% | 5,612 | $350K |
| Trustco Bank Corp. N Y | 0.35% | No change | 5,604 | $349K |
| McNaughton Wealth Management, LLC | 0.17% | No change | 5,600 | $349K |
| Fiduciary Family Office, LLC | 0.11% | No change | 5,575 | $347K |
| LVW Advisors, LLC | 0.04% | Add +7.7% | 5,575 | $347K |
| Douglass Winthrop Advisors, LLC | 0.01% | Add +32.1% | 5,560 | $346K |
| Strategy Asset Managers LLC | 0.07% | Add +411.8% | 5,558 | $346K |
| Legacy Edge Advisors, LLC | 0.06% | Reduce -4.7% | 5,550 | $346K |
| Bernardo Wealth Planning LLC | 0.08% | Add +0.6% | 5,401 | $345K |
| Heritage Family Offices, LLP | 0.18% | Reduce -1.0% | 5,511 | $343K |
| BTC Capital Management, Inc. | 0.03% | Add +14.8% | 5,490 | $342K |
| Clear Creek Financial Management, LLC | 0.04% | Reduce -12.0% | 5,484 | $342K |
| Silicon Valley Capital Partners | 0.04% | Add +0.4% | 5,478 | $341K |
| St Germain D J Co. Inc. | 0.02% | Reduce -9.1% | 5,458 | $340K |
| Eagle Strategies LLC | 0.06% | Add +1.6% | 5,450 | $340K |
| Planning Directions Inc. | 0.20% | Add +0.4% | 5,424 | $338K |
| Thompson Siegel & Walmsley LLC | 0.01% | Add +39.8% | 5,423 | $338K |
| Successful Portfolios LLC | 0.23% | Add +1.6% | 5,421 | $338K |
| Hohimer Wealth Management, LLC | 0.07% | Reduce -2.1% | 5,405 | $337K |
| Penobscot Investment Management Company, Inc. | 0.03% | New | 5,400 | $337K |
| Gilman Hill Asset Management, LLC | 0.06% | No change | 5,350 | $333K |
| Segment Wealth Management, LLC | 0.02% | No change | 5,340 | $333K |
| Main Street Group, LTD | 0.15% | Reduce -31.1% | 5,337 | $333K |
| SkyOak Wealth, LLC | 0.07% | No change | 5,325 | $332K |
| Transform Wealth, LLC | 0.02% | Reduce -18.5% | 5,317 | $331K |
| Financial Perspectives, Inc | 0.11% | No change | 5,314 | $331K |
| Foster Dykema Cabot & Partners, LLC | 0.03% | Add +175.3% | 5,300 | $330K |
| Jamison Private Wealth Management, Inc. | 0.05% | Add +20.6% | 5,299 | $330K |
| Requisite Capital Management, LLC | 0.07% | New | 5,275 | $329K |
| Heritage Financial Services, LLC | 0.04% | Add +6.8% | 5,265 | $328K |
| Forte Capital LLC | 0.04% | Reduce -11.2% | 5,225 | $326K |
| Orgel Wealth Management, LLC | 0.01% | Add +7.2% | 5,220 | $325K |
| Mason & Associates, LLC | 0.10% | Reduce -0.4% | 5,203 | $324K |
| Addison Advisors LLC | 0.09% | Reduce -0.0% | 5,199 | $324K |
| GPS Wealth Strategies Group, LLC | 0.04% | Add +31.8% | 5,191 | $324K |
| Smart Money Group LLC | 0.12% | Add +0.4% | 5,226 | $323K |
| Acorn Wealth Advisors, LLC | 0.14% | Add +0.2% | 5,183 | $323K |
| Trademark Financial Management, LLC | 0.26% | Add +27.7% | 5,166 | $322K |
| Naviter Wealth, LLC | 0.04% | No change | 5,147 | $321K |
| BCK Partners, Inc. | 0.15% | No change | 5,136 | $320K |
| Monterey Private Wealth, Inc. | 0.11% | Add +0.1% | 5,102 | $318K |
| Heritage Wealth Advisors | 0.01% | Reduce -87.0% | 5,095 | $318K |
| Northeast Investment Management | 0.01% | No change | 5,075 | $316K |
| 4J Wealth Management LLC | 0.24% | Reduce -17.5% | 5,040 | $314K |
| Auour Investments LLC | 0.11% | No change | 4,995 | $314K |
| Brick & Kyle, Associates | 0.13% | Reduce -11.1% | 5,025 | $313K |
| Bluestem Financial Advisors, LLC | 0.15% | No change | 5,014 | $312K |
| James J. Burns & Company, LLC | 0.06% | Reduce -0.5% | 5,001 | $312K |
| Madrona Financial Services, LLC | 0.09% | Add +0.4% | 5,006 | $312K |
| Bantamac Capital, LLC | 0.15% | No change | 5,000 | $312K |
| Quartz Partners, LLC | 0.20% | — | 4,995 | $311K |
| Noesis Capital Mangement Corp. | 0.06% | Reduce -3.9% | 4,995 | $311K |
| Resurgent Financial Advisors LLC | 0.18% | Add +0.3% | 4,987 | $311K |
| Greenspring Advisors, LLC | 0.07% | No change | 4,955 | $309K |
| First National Bank & Trust Co. of Newtown | 0.06% | No change | 4,950 | $308K |
| JFG Wealth Management, LLC | 0.08% | No change | 4,930 | $307K |
| Worth Financial Advisory Group, LLC | 0.18% | Reduce -10.4% | 4,925 | $307K |
| Welch Group, LLC | 0.01% | Add +0.1% | 4,909 | $306K |
| LPF Advisors LLC | 0.26% | No change | 4,886 | $304K |
| Alexander Randolph Advisory, Inc. | 0.27% | No change | 4,885 | $304K |
| Custos Family Office, LLC | 0.11% | Reduce -6.1% | 4,882 | $304K |
| Vertex Planning Partners, LLC | 0.07% | No change | 4,871 | $304K |
| Main Management LLC | 0.02% | No change | 4,825 | $301K |
| Lee Danner & Bass Inc. | 0.02% | No change | 4,827 | $301K |
| Abound Wealth Management | 0.10% | Add +2.3% | 4,826 | $301K |
| Advance Capital Management, Inc. | 0.01% | Reduce -16.9% | 4,821 | $300K |
| Mystic Asset Management, Inc. | 0.11% | No change | 4,820 | $300K |
| Blue Bell Private Wealth Management, LLC | 0.06% | Add +81.5% | 4,816 | $300K |
| Dumont & Blake Investment Advisors LLC | 0.08% | Reduce -50.3% | 4,762 | $297K |
| Commonwealth Retirement Investments LLC | 0.12% | No change | 4,755 | $296K |
| Symphony Financial Services, Inc. | 0.25% | Add +86.7% | 6,699 | $296K |
| OneAscent Wealth Management LLC | 0.11% | New | 4,756 | $296K |
| Gibbs Wealth Management | 0.10% | New | 4,746 | $296K |
| Alpha Financial Partners LLC | 0.21% | Reduce -95.4% | 4,738 | $295K |
| Ehrlich Financial Group | 0.21% | Reduce -9.1% | 4,738 | $295K |
| Zuckerman Investment Group, LLC | 0.03% | Reduce -3.0% | 4,735 | $295K |
| West Michigan Advisors, LLC | 0.09% | Add +8.1% | 4,725 | $294K |
| Radnor Capital Management, LLC | 0.04% | New | 4,715 | $294K |
| Market Street Wealth Management Advisors LLC | 0.05% | Reduce -11.7% | 4,687 | $292K |
| Canopy Partners, LLC | 0.13% | No change | 4,680 | $292K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -9.4% | 4,678 | $292K |
| Veracity Capital LLC | 0.11% | Reduce -1.1% | 4,660 | $290K |
| Creative Capital Management Investments LLC | 0.12% | No change | 4,655 | $290K |
| Detalus Advisors, LLC | 0.10% | Add +14.1% | 4,639 | $289K |
| Moss Adams Wealth Advisors LLC | 0.03% | New | 4,595 | $286K |
| Sentry LLC | 0.06% | No change | 4,575 | $285K |
| Geneva Partners, LLC | 0.12% | Add +0.3% | 4,572 | $285K |
| Granite Investment Partners, LLC | 0.01% | No change | 4,555 | $284K |
| Seed Wealth Management, Inc. | 0.23% | No change | 4,550 | $284K |
| Advisor OS, LLC | 0.03% | Reduce -20.7% | 4,536 | $283K |
| Concord Wealth Partners | 0.05% | Add +4.0% | 4,530 | $282K |
| Beaton Management Co. Inc. | 0.14% | No change | 4,530 | $282K |
| Nabity-Jensen Investment Management Inc | 0.22% | No change | 4,525 | $282K |
| Brooklyn FI, LLC | 0.10% | Add +14.6% | 4,520 | $282K |
| LongView Wealth Management | 0.09% | Add +13.0% | 4,520 | $282K |
| Family Manage LLC | 0.05% | No change | 4,515 | $281K |
| Hamilton Point Investment Advisors, LLC | 0.05% | No change | 4,500 | $280K |
| Criterion Capital Advisors, LLC | 0.18% | No change | 4,792 | $280K |
| JGP Wealth Management, LLC | 0.04% | Add +0.3% | 4,482 | $279K |
| Aspen Investment Management Inc | 0.13% | Add +0.8% | 4,465 | $278K |
| Five Oceans Advisors | 0.13% | New | 4,450 | $277K |
| Affinity Wealth Management LLC | 0.05% | No change | 4,450 | $277K |
| Stonegate Investment Group, LLC | 0.01% | No change | 4,450 | $277K |
| Alpha Omega Wealth Management LLC | 0.05% | No change | 4,425 | $276K |
| Veltria Advisors Corp. | 0.11% | No change | 4,420 | $275K |
| Mitchell Sinkler & Starr | 0.07% | Add +74.7% | 4,385 | $273K |
| Larson Financial Group LLC | 0.02% | Add +152.2% | 4,383 | $273K |
| Aufman Associates Inc | 0.18% | Reduce -13.1% | 4,382 | $273K |
| Adero Partners, LLC | 0.02% | No change | 4,370 | $272K |
| Visionary Wealth Advisors | 0.02% | Reduce -11.4% | 4,370 | $272K |
| Heritage Wealth Partners, LLC | 0.32% | Add +0.3% | 4,366 | $272K |
| Hanson & Doremus Investment Management | 0.04% | No change | 4,370 | $272K |
| Vishria Bird Financial Group, LLC | 0.10% | No change | 4,345 | $271K |
| Integral Investment Advisors, Inc. | 0.07% | New | 4,340 | $270K |
| Altfest L J & Co. Inc. | 0.04% | Add +3.2% | 4,331 | $270K |
| Indie Asset Partners, LLC | 0.20% | New | 4,328 | $270K |
| Symmetry Partners, LLC | 0.06% | New | 4,307 | $268K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 4,300 | $268K |
| Total Clarity Wealth Management, Inc. | 0.09% | Reduce -8.5% | 4,286 | $267K |
| Francis Financial, Inc. | 0.07% | Add +16.8% | 4,282 | $267K |
| Absolute Capital Management, LLC | 0.16% | Reduce -58.5% | 4,276 | $267K |
| Marquette Asset Management, LLC | 0.04% | Reduce -24.2% | 4,275 | $266K |
| Alpha Financial Advisors, LLC | 0.12% | New | 4,275 | $266K |
| Verum Partners LLC | 0.08% | Add +0.3% | 4,274 | $266K |
| McLean Asset Management Corp | 0.08% | Add +0.0% | 4,244 | $264K |
| Atwood & Palmer Inc. | 0.02% | No change | 4,240 | $264K |
| Kovack Advisors, Inc. | 0.03% | New | 4,234 | $264K |
| Signet Financial Management, LLC | 0.03% | Reduce -0.9% | 4,211 | $262K |
| Watts Gwilliam & Co., LLC | 0.06% | — | 4,235 | $262K |
| WestHill Financial Advisors, Inc. | 0.06% | Reduce -3.5% | 4,192 | $261K |
| Red Lighthouse Investment Management, LLC | 0.10% | No change | 4,190 | $261K |
| Emergent Wealth Advisors, LLC | 0.19% | Add +12.2% | 4,189 | $261K |
| Patrick M Sweeney & Associates, Inc. | 0.19% | Add +15.2% | 4,187 | $261K |
| Schroder Investment Management Group | 0.00% | Add +37.3% | 4,186 | $261K |
| LJI Wealth Management, LLC | 0.05% | Add +0.2% | 4,182 | $261K |
| Chris Bulman Inc | 0.18% | No change | 4,180 | $260K |
| Hills Bank & Trust Co | 0.02% | No change | 4,180 | $260K |
| Private Client Services, LLC | 0.14% | Add +8.4% | 4,179 | $260K |
| Penney Financial, LLC | 0.18% | Reduce -0.6% | 4,175 | $260K |
| Tranquilli Financial Advisor LLC | 0.16% | Reduce -79.5% | 4,148 | $259K |
| Denver PWM, LLC | 0.10% | Reduce -2.2% | 4,134 | $258K |
| Mengis Capital Management, Inc. | 0.05% | Reduce -0.2% | 4,132 | $258K |
| Denver Wealth Management, Inc. | 0.12% | Add +0.4% | 4,106 | $256K |
| Stonebridge Capital Advisors LLC | 0.02% | Add +3.4% | 4,105 | $256K |
| TrueWealth Advisors, LLC | 0.09% | Reduce -4.4% | 4,100 | $256K |
| Chilton Capital Management LLC | 0.01% | No change | 4,100 | $256K |
| MADDEN SECURITIES Corp | 0.11% | No change | 4,070 | $254K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.10% | Add +0.0% | 4,051 | $252K |
| Wolverine Trading, LLC | 0.01% | New | 4,030 | $251K |
| Mainsail Asset Management, LLC | 0.18% | No change | 4,000 | $249K |
| Ceera Investments, LLC | 0.09% | No change | 3,975 | $248K |
| DiNuzzo Private Wealth, Inc. | 0.03% | No change | 3,965 | $247K |
| Colonial River Investments, LLC | 0.12% | Reduce -6.3% | 3,960 | $247K |
| Fingerlakes Wealth Management, Inc. | 0.20% | Add +0.4% | 3,957 | $247K |
| Summit Wealth & Retirement Planning, Inc. | 0.08% | Reduce -25.0% | 3,955 | $246K |
| Davies Financial Advisors, Inc. | 0.21% | Reduce -74.8% | 3,950 | $246K |
| Everhart Financial Group, Inc. | 0.05% | New | 3,949 | $246K |
| Gratus Wealth Advisors, LLC | 0.04% | Add +0.2% | 3,961 | $245K |
| Fortis Capital Management LLC | 0.05% | Add +0.9% | 3,929 | $245K |
| Jim Saulnier & Associates, LLC | 0.24% | — | 3,900 | $243K |
| Forthright Family Wealth Advisory LLC | 0.16% | Reduce -20.0% | 3,640 | $243K |
| Atlas Private Wealth Advisors | 0.04% | Reduce -9.3% | 3,887 | $242K |
| Nixon Peabody Trust Co. | 0.02% | New | 3,875 | $241K |
| Von Berge Wealth Management Group, LLC | 0.15% | Add +0.4% | 3,675 | $241K |
| Focused Wealth Management, Inc | 0.03% | Reduce -2.9% | 3,869 | $241K |
| Cypress Wealth Services, LLC | 0.05% | No change | 3,865 | $241K |
| McAdam, LLC | 0.01% | New | 3,857 | $240K |
| Summit Wealth Group, LLC | 0.07% | No change | 3,850 | $240K |
| Lake Hills Wealth Management, LLC | 0.16% | New | 3,844 | $240K |
| Black Diamond Financial, LLC | 0.04% | Add +1.3% | 3,840 | $239K |
| Wade Financial Advisory, Inc | 0.08% | No change | 3,835 | $239K |
| Presilium Private Wealth, LLC | 0.06% | Add +9.0% | 3,831 | $239K |
| Ifrah Financial Services, Inc. | 0.06% | Add +5.3% | 3,823 | $238K |
| First National Bank of Mount Dora, Trust Investment Services | 0.05% | New | 3,819 | $238K |
| Liberty Wealth Management LLC | 0.04% | Add +0.3% | 3,819 | $238K |
| Blue Barn Wealth, LLC | 0.12% | Reduce -2.4% | 3,801 | $237K |
| Secure Asset Management, LLC | 0.04% | New | 3,794 | $236K |
| RMR Capital Management, LLC | 0.20% | No change | 3,785 | $236K |
| Client 1ST Advisory Group, LLC | 0.09% | Reduce -1.4% | 3,759 | $234K |
| BTG Pactual Asset Management US LLC | 0.03% | No change | 3,970 | $234K |
| Banque Pictet & Cie SA | 0.00% | No change | 3,750 | $234K |
| Sterling Group Wealth Management, LLC | 0.12% | Reduce -6.9% | 3,749 | $234K |
| Sequent Planning LLC | 0.08% | New | 3,743 | $233K |
| Clarity Financial LLC | 0.03% | Reduce -4.3% | 3,740 | $233K |
| O'ROURKE & COMPANY, Inc | 0.12% | No change | 3,730 | $232K |
| Sound Income Strategies, LLC | 0.01% | Reduce -55.4% | 3,729 | $232K |
| Gold Investment Management Ltd. | 0.10% | No change | 3,725 | $232K |
| Moody Aldrich Partners LLC | 0.04% | No change | 3,725 | $232K |
| Annex Advisory Services, LLC | 0.01% | Add +6.3% | 3,707 | $231K |
| Iron Horse Wealth Management, LLC | 0.08% | Add +25.4% | 3,706 | $231K |
| Financial Life Advisors | 0.09% | Reduce -23.8% | 3,672 | $229K |
| M3 Advisory Group, LLC | 0.17% | Add +0.5% | 3,665 | $228K |
| Shorepoint Capital Partners LLC | 0.05% | Reduce -0.3% | 3,662 | $228K |
| Elevated Capital Advisors, LLC | 0.06% | Add +0.4% | 3,656 | $228K |
| LPWM LLC | 0.07% | Add +4.5% | 3,679 | $227K |
| Covenant Asset Management, LLC | 0.05% | Reduce -19.4% | 3,640 | $227K |
| Consilium Wealth Advisory, LLC | 0.12% | No change | 3,635 | $227K |
| Matthew Goff Investment Advisor, LLC | 0.04% | Reduce -4.5% | 3,629 | $226K |
| Bfsg, LLC | 0.03% | No change | 3,620 | $226K |
| Brogan Financial, Inc. | 0.13% | New | 3,620 | $226K |
| Clarity Capital Partners LLC | 0.13% | New | 3,615 | $225K |
| Garde Capital, Inc. | 0.01% | Reduce -12.2% | 3,605 | $225K |
| Mattern Capital Management, LLC | 0.03% | Reduce -33.4% | 3,604 | $225K |
| CNB Bank | 0.10% | No change | 3,595 | $224K |
| Paradigm, Strategies in Wealth Management, LLC | 0.15% | Add +0.3% | 3,591 | $224K |
| Darrow Company, Inc. | 0.13% | Reduce -0.6% | 3,588 | $224K |
| Columbus Macro, LLC | 0.08% | Add +0.6% | 3,579 | $223K |
| Epiq Partners, LLC | 0.13% | No change | 3,575 | $223K |
| Westshore Wealth, LLC | 0.09% | No change | 3,565 | $222K |
| Smith Chas P & Associates Pa Cpas | 0.01% | No change | 3,559 | $222K |
| Balboa Wealth Partners | 0.06% | Reduce -1.9% | 3,558 | $222K |
| New Republic Capital, LLC | 0.13% | No change | 3,551 | $221K |
| Sharp Wealth Advisory, LLC | 0.17% | Reduce -12.7% | 3,543 | $221K |
| Braun-Bostich & Associates Inc. | 0.15% | No change | 3,525 | $220K |
| NWF Advisory Services Inc. | 0.03% | Add +0.5% | 3,521 | $219K |
| Chemistry Wealth Management LLC | 0.05% | No change | 3,520 | $219K |
| RPS Advisory Solutions LLC | 0.16% | Reduce -12.0% | 3,520 | $219K |
| Aull & Monroe Investment Management Corp | 0.10% | No change | 3,500 | $218K |
| Fogel Capital Management, Inc. | 0.11% | No change | 3,480 | $217K |
| MIdWestOne Financial Group, Inc. | 0.03% | No change | 3,475 | $217K |
| Capstone Financial Advisors, Inc. | 0.01% | Add +0.3% | 3,473 | $216K |
| TD Capital Management LLC | 0.02% | Add +0.3% | 3,472 | $216K |
| Strategic Wealth Investment Group, LLC | 0.02% | Reduce -10.1% | 3,498 | $216K |
| Reston Wealth Management LLC | 0.08% | Add +0.4% | 3,463 | $216K |
| Heartwood Wealth Advisors LLC | 0.02% | No change | 3,460 | $216K |
| Perkins Coie Trust Co | 0.05% | No change | 3,460 | $216K |
| ACT Advisors, LLC. | 0.10% | No change | 3,457 | $215K |
| Schechter Investment Advisors, LLC | 0.02% | No change | 3,450 | $215K |
| Slagle Financial, LLC | 0.10% | New | 3,442 | $214K |
| Power Wealth Management LLC | 0.09% | New | 3,439 | $214K |
| Holderness Investments Co. | 0.05% | New | 3,425 | $213K |
| Kades & Cheifetz LLC | 0.12% | New | 3,412 | $213K |
| Financial Symmetry Inc | 0.15% | New | 3,411 | $213K |
| Palisades Hudson Asset Management, L.P. | 0.09% | New | 3,405 | $212K |
| Thor Investment Management Inc. /Oh/ | 0.15% | Reduce -8.2% | 3,400 | $212K |
| Realta Investment Advisors | 0.10% | Reduce -72.3% | 3,333 | $211K |
| Atlantic Union Bankshares Corp | 0.01% | New | 3,380 | $211K |
| Capital Insight Partners, LLC | 0.04% | Reduce -16.8% | 3,365 | $210K |
| Sterling Wealth Management, Inc. | 0.08% | Reduce -11.6% | 3,360 | $209K |
| F&V Capital Management, LLC | 0.05% | New | 3,350 | $209K |
| Anderson Hoagland & Co. | 0.02% | New | 3,345 | $208K |
| Strategic Financial Planning, Inc. | 0.14% | New | 3,339 | $208K |
| Fielder Capital Group LLC | 0.07% | Reduce -44.5% | 3,338 | $208K |
| White Pine Capital LLC | 0.07% | Reduce -2.9% | 3,335 | $208K |
| TCP Asset Management, LLC | 0.05% | New | 3,325 | $207K |
| Bridgewealth Advisory Group, LLC | 0.08% | New | 3,315 | $207K |
| SCS Capital Management LLC | 0.00% | New | 3,300 | $206K |
| Cherrydale Wealth Management, LLC | 0.08% | New | 3,287 | $205K |
| Cypress Capital, LLC | 0.05% | Add +61.1% | 3,278 | $204K |
| BIP Wealth, LLC | 0.01% | New | 3,273 | $204K |
| Team Hewins, LLC | 0.08% | New | 3,271 | $204K |
| Xponance LLC | 0.00% | Reduce -55.7% | 3,269 | $204K |
| Farrell Financial LLC | 0.14% | New | 3,082 | $203K |
| Cedar Point Capital Partners, LLC | 0.14% | New | 3,261 | $203K |
| Voisard Asset Management Group, Inc. | 0.08% | No change | 3,255 | $203K |
| BBR Partners, LLC | 0.02% | New | 3,239 | $202K |
| Monograph Wealth Advisors, LLC | 0.03% | New | 3,231 | $201K |
| Camarda Financial Advisors, LLC | 0.08% | Reduce -98.3% | 3,230 | $201K |
| Rodgers & Associates, LTD | 0.02% | New | 3,230 | $201K |
| Schrum Private Wealth Management LLC | 0.10% | New | 3,226 | $201K |
| Clare Market Investments LLC | 0.05% | New | 3,225 | $201K |
| Freedom Day Solutions, LLC | 0.06% | New | 3,220 | $201K |
| DeDora Capital, Inc. | 0.06% | New | 3,212 | $200K |
| Woodard & Co. Asset Management Group Inc. | 0.04% | Reduce -1.4% | 3,211 | $200K |
| GoalVest Advisory LLC | 0.06% | No change | 3,150 | $196K |
| Sanctuary Wealth Management, L.L.C. | 0.14% | No change | 3,134 | $195K |
| Piscataqua Savings Bank | 0.16% | Add +28.1% | 3,100 | $193K |
| Hoese & Co LLP | 0.16% | No change | 3,095 | $193K |
| Compass Wealth Management LLC | 0.05% | No change | 3,090 | $193K |
| Rosenberg Matthew Hamilton | 0.05% | Reduce -6.3% | 3,000 | $187K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.05% | No change | 2,973 | $185K |
| Baldwin Wealth Partners LLC | 0.01% | Reduce -8.2% | 2,850 | $178K |
| Caitlin John, LLC | 0.11% | Add +1.7% | 2,640 | $173K |
| Wagner Wealth Management, LLC | 0.05% | No change | 2,753 | $172K |
| Disciplina Capital Management LLC | 0.03% | Reduce -93.1% | 2,715 | $169K |
| Versant Capital Management, Inc | 0.04% | No change | 2,700 | $168K |
| Beacon Capital Management, LLC | 0.02% | Add +209.1% | 2,674 | $167K |
| Hantz Financial Services, Inc. | 0.00% | New | 2,667 | $166K |
| Independence Bank of Kentucky | 0.04% | Add +235.0% | 2,640 | $165K |
| Tanglewood Legacy Advisors, LLC | 0.07% | No change | 2,635 | $164K |
| Eukles Asset Management | 0.07% | No change | 2,626 | $164K |
| Elgethun Capital Management | 0.04% | Add +0.2% | 2,604 | $162K |
| Exchange Traded Concepts, LLC | 0.00% | New | 2,580 | $161K |
| First United Bank & Trust | 0.06% | Reduce -12.0% | 2,575 | $160K |
| Cornerstone Planning Group LLC | 0.04% | Reduce -17.1% | 2,519 | $158K |
| Register Financial Advisors LLC | 0.08% | Reduce -8.8% | 2,472 | $154K |
| WealthCollab, LLC | 0.10% | No change | 2,420 | $151K |
| SRH Advisors, LLC | 0.05% | No change | 2,410 | $150K |
| Angeles Wealth Management, LLC | 0.01% | No change | 2,405 | $150K |
| Frazier Financial Advisors, LLC | 0.12% | Add +1.0% | 2,390 | $149K |
| Barrett & Company, Inc. | 0.06% | No change | 2,385 | $149K |
| Ramirez Asset Management, Inc. | 0.03% | No change | 2,375 | $148K |
| Cherry Tree Wealth Management, LLC | 0.03% | No change | 2,360 | $147K |
| Webster Bank, N. A. | 0.02% | No change | 2,335 | $146K |
| First PREMIER Bank | 0.04% | Reduce -70.8% | 2,330 | $145K |
| Steph & Co. | 0.04% | No change | 2,227 | $139K |
| Trust Co | 0.02% | No change | 2,200 | $137K |
| Tidemark, LLC | 0.06% | Add +8.5% | 2,159 | $135K |
| Financial Gravity Companies, Inc. | 0.04% | — | 2,150 | $134K |
| Ransom Advisory, Ltd | 0.06% | No change | 2,140 | $133K |
| Morling Financial Advisors, LLC | 0.05% | No change | 2,136 | $133K |
| Strengthening Families & Communities, LLC | 0.03% | Add +0.4% | 2,123 | $132K |
| Aspire Wealth Management Corp | 0.07% | No change | 2,110 | $131K |
| First Financial Corp. | 0.06% | Reduce -0.9% | 2,085 | $130K |
| Sittner & Nelson, LLC | 0.06% | No change | 2,080 | $130K |
| Resources Management Corp. /CT/ | 0.02% | No change | 2,055 | $128K |
| Hara Capital LLC | 0.08% | New | 2,050 | $128K |
| MTM Investment Management, LLC | 0.05% | Reduce -4.7% | 2,035 | $127K |
| Sage Mountain Advisors LLC | 0.01% | No change | 2,030 | $127K |
| Ridgewood Investments LLC | 0.06% | Reduce -76.4% | 2,000 | $125K |
| C M Bidwell & Associates Ltd. | 0.08% | No change | 1,980 | $123K |
| M&R Capital Management Inc. | 0.03% | Add +0.2% | 1,896 | $118K |
| Elevation Wealth Partners, LLC | 0.05% | No change | 1,892 | $118K |
| TruNorth Capital Management, LLC | 0.03% | Reduce -43.0% | 1,891 | $118K |
| Y.D. More Investments Ltd | 0.01% | No change | 1,845 | $115K |
| Dixon Mitchell Investment Counsel Inc. | 0.01% | No change | 1,750 | $109K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 1,775 | $109K |
| Studio Investment Management LLC | 0.02% | Add +687.8% | 1,741 | $108K |
| Olistico Wealth, LLC | 0.06% | No change | 1,705 | $106K |
| AllSquare Wealth Management LLC | 0.06% | No change | 1,700 | $106K |
| JDM Financial Group LLC | 0.06% | No change | 1,695 | $106K |
| Ballast Advisors LLC | 0.03% | No change | 1,690 | $105K |
| Toth Financial Advisory Corp. | 0.01% | Reduce -2.2% | 1,658 | $103K |
| Avalon Trust Co | 0.01% | No change | 1,655 | $103K |
| Rothschild Investment LLC | 0.01% | No change | 1,575 | $98K |
| Advantage Trust Co | 0.06% | No change | 1,510 | $94K |
| WFA Asset Management Corp | 0.05% | No change | 1,496 | $93K |
| PrairieView Partners, LLC | 0.01% | No change | 1,475 | $91K |
| Westside Investment Management, Inc. | 0.02% | No change | 1,426 | $89K |
| Lowe Wealth Advisors, LLC | 0.04% | No change | 1,331 | $83K |
| Kiely Wealth Advisory Group, Inc. | 0.05% | No change | 1,254 | $83K |
| Founders Capital Management | 0.05% | Add +0.2% | 1,277 | $80K |
| Moser Wealth Advisors, LLC | 0.04% | No change | 1,275 | $79K |
| SJS Investment Consulting Inc. | 0.01% | No change | 1,271 | $79K |
| Blume Capital Management, Inc. | 0.02% | Add +17.3% | 1,249 | $78K |
| Provident Wealth Management, LLC | 0.03% | Add +34.1% | 1,220 | $76K |
| Westend Capital Management, LLC | 0.03% | New | 1,200 | $75K |
| Gables Capital Management Inc. | 0.04% | No change | 1,195 | $74K |
| West Oak Capital, LLC | 0.04% | No change | 1,150 | $72K |
| Fourpath Capital Management, LLC | 0.01% | New | 1,130 | $70K |
| Coston, McIsaac & Partners | 0.02% | Add +9.4% | 1,058 | $65K |
| West Branch Capital LLC | 0.02% | Add +2.8% | 1,042 | $65K |
| Claris Advisors, LLC / Mo / | 0.03% | New | 1,035 | $65K |
| Cetera Trust Company, N.A | 0.04% | No change | 1,000 | $62K |
| Fairfield Financial Advisors, LTD | 0.02% | Add +0.1% | 986 | $61K |
| Roble, Belko & Company, Inc | 0.01% | Add +0.4% | 967 | $60K |
| Dynamic Wealth Strategies, LLC | 0.05% | No change | 950 | $59K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 935 | $58K |
| Richard W. Paul & Associates, LLC | 0.02% | Add +0.3% | 933 | $58K |
| FSA Wealth Management LLC | 0.02% | — | 925 | $58K |
| Atlantic Private Wealth, LLC | 0.04% | No change | 875 | $55K |
| Beaird Harris Wealth Management, LLC | 0.00% | Reduce -4.2% | 805 | $50K |
| Pin Oak Investment Advisors Inc. | 0.05% | Add +134.5% | 809 | $50K |
| Davis Capital Management | 0.04% | Add +69.7% | 789 | $49K |
| Capital Investment Counsel, Inc | 0.01% | No change | 785 | $49K |
| Spectrum Wealth Counsel, LLC | 0.01% | No change | 735 | $46K |
| LRI Investments, LLC | 0.00% | No change | 645 | $42K |
| FWL Investment Management, LLC | 0.02% | No change | 665 | $41K |
| Pineridge Advisors LLC | 0.02% | Add +16.3% | 644 | $40K |
| Integrity Financial Corp | 0.02% | No change | 630 | $39K |
| True Wealth Design, LLC | 0.02% | No change | 625 | $39K |
| Raleigh Capital Management Inc. | 0.01% | Add +2.2% | 601 | $37K |
| Darwin Wealth Management, LLC | 0.01% | New | 562 | $35K |
| Kopp Family Office, LLC | 0.02% | No change | 565 | $35K |
| Evolution Advisers, Inc. | 0.02% | No change | 577 | $35K |
| Strategic Investment Solutions, Inc. | 0.01% | No change | 555 | $35K |
| SYM FINANCIAL Corp | 0.00% | No change | 554 | $35K |
| Arax Advisory Partners | 0.00% | Add +0.4% | 551 | $34K |
| Hexagon Capital Partners LLC | 0.01% | Reduce -7.7% | 548 | $34K |
| Elevate Wealth Advisory, Inc. | 0.03% | No change | 540 | $34K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 505 | $31K |
| Northwest Financial Advisors | 0.02% | New | 502 | $31K |
| Legacies Wealth LLC | 0.02% | Reduce -15.0% | 500 | $31K |
| Bellevue Asset Management, LLC | 0.02% | Reduce -33.3% | 500 | $31K |
| Wiser Advisor Group LLC | 0.04% | No change | 476 | $30K |
| Byrne Asset Management LLC | 0.02% | No change | 475 | $30K |
| Pflug Koory, LLC | 0.00% | — | 475 | $30K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -77.3% | 401 | $30K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | No change | 455 | $28K |
| Delta Asset Management LLC | 0.00% | No change | 455 | $28K |
| Keener Financial Planning LLC | 0.02% | No change | 460 | $28K |
| Abich Financial Wealth Management LLC | 0.06% | Reduce -21.8% | 430 | $27K |
| DecisionPoint Financial, LLC | 0.01% | No change | 420 | $26K |
| Investors Research Corp | 0.01% | No change | 405 | $25K |
| Costello Asset Management, INC | 0.02% | No change | 401 | $25K |
| Mattson Financial Services, LLC | 0.01% | No change | 405 | $24K |
| Evergreen Private Wealth LLC | 0.01% | No change | 378 | $24K |
| Optiver Holding B.V. | 0.00% | Reduce -71.2% | 373 | $23K |
| MeadowBrook Investment Advisors LLC | 0.02% | No change | 360 | $22K |
| Flaharty Asset Management, LLC | 0.00% | New | 337 | $21K |
| Clarity Asset Management, Inc. | 0.01% | Add +336.1% | 314 | $20K |
| Financial Network Wealth Advisors LLC | 0.01% | No change | 265 | $17K |
| Kozak & Associates, Inc. | 0.00% | No change | 255 | $16K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 250 | $16K |
| Raffa Wealth Management, LLC | 0.00% | Reduce -96.4% | 245 | $15K |
| Headlands Technologies LLC | 0.00% | Reduce -99.1% | 237 | $15K |
| Signature Resources Capital Management, LLC | 0.01% | Reduce -27.0% | 230 | $14K |
| Front Row Advisors LLC | 0.01% | Reduce -94.7% | 230 | $14K |
| WR Wealth Planners, LLC | 0.00% | Reduce -32.2% | 225 | $14K |
| Peterson Financial Group, Inc. | 0.05% | New | 222 | $14K |
| Aristotle Capital Boston, LLC | 0.00% | Add +286.0% | 220 | $14K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 220 | $14K |
| PFS Partners, LLC | 0.01% | No change | 209 | $13K |
| Cornerstone National Bank & Trust Co | 0.01% | New | 200 | $12K |
| Painted Porch Advisors LLC | 0.01% | New | 185 | $12K |
| Grand Wealth Management, LLC | 0.01% | No change | 180 | $11K |
| ZynergyRetirementPlanningLLC | 0.01% | No change | 175 | $11K |
| Kennebec Savings Bank | 0.01% | — | 170 | $11K |
| Legacy Investment Solutions, LLC | 0.01% | — | 155 | $10K |
| Legacy Wealth Managment, LLC | 0.01% | — | 155 | $10K |
| Safe Harbor Fiduciary, LLC | 0.01% | — | 161 | $10K |
| Gleason Group, Inc. | 0.00% | Reduce -28.4% | 151 | $9K |
| First Pacific Financial | 0.00% | New | 135 | $8K |
| New Millennium Group LLC | 0.01% | Reduce -36.6% | 135 | $8K |
| Eagle Bay Advisors LLC | 0.00% | No change | 130 | $8K |
| Country Trust Bank | 0.00% | Reduce -63.8% | 122 | $8K |
| Pathway Financial Advisers, LLC | 0.00% | No change | 118 | $7K |
| Washington Growth Strategies LLC | 0.25% | — | 411 | $7K |
| Covestor Ltd | 0.00% | Reduce -34.9% | 97 | $6K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 90 | $6K |
| Earned Wealth Advisors, LLC | 0.00% | New | 80 | $5K |
| Highline Wealth Partners LLC | 0.00% | Add +1.3% | 76 | $5K |
| Tower View Wealth Management LLC | 0.00% | No change | 73 | $5K |
| Tucker Asset Management LLC | 0.00% | Reduce -98.8% | 70 | $4K |
| Howe & Rusling Inc. | 0.00% | Reduce -82.2% | 65 | $4K |
| CarsonAllaria Wealth Management, Ltd. | 0.00% | New | 61 | $4K |
| GeoWealth Management, LLC | 0.00% | New | 58 | $4K |
| Financial Freedom, LLC | 0.00% | Add +1.8% | 58 | $4K |
| Dunhill Financial, LLC | 0.00% | New | 45 | $3K |
| Amundi | 0.00% | Reduce -93.8% | 20 | $1K |
| AlphaMark Advisors, LLC | 0.00% | No change | 16 | $1K |
| Gould Capital, LLC | 0.00% | No change | 16 | $997 |
| Breakwater Investment Management | 0.00% | No change | 15 | $935 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 10 | $623 |
| Morse Asset Management, Inc | 0.00% | New | 10 | $623 |
| Winch Advisory Services, LLC | 0.00% | New | 4 | $250 |
| POM Investment Strategies, LLC | 0.00% | Reduce -100.0% | 1 | $43 |
"% 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.