iShares Core S&P Midcap ETFIJHETF
13F holders, Q4 2024 (December 31)2,466holders +160
89new positions
81sold out
7famous investors
$62.22avg. 13F price*
At the end of Q4 2024, 2,466 institutions reported holding iShares Core S&P Midcap ETF (IJH) in their 13F filings, up 160 from Q3 2024. 89 opened new positions and 81 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($6.9B), Bank of America Corp. ($4.2B) and Bank of New York Mellon Corp ($3.2B). 7 famous investors held it, including Jeff Smith (4.5% of Starboard Value's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Core S&P Midcap ETF
- CUSIP
- 464287507
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 89 | $542.2M |
| Exits | 81 | $234.2M |
All 13F filers, Q3 2024 → Q4 2024: 77,608,107 shares bought and 20,025,685 shares sold, net +57,582,422 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,466 holders
| Northwestern Mutual Wealth Management Co. | 5.82% | Add +3.4% | 110,677,195 | $6.9B |
| Bank of America Corp. | 0.39% | Add +4.1% | 67,787,878 | $4.2B |
| Bank of New York Mellon Corp | 0.60% | Add +7.8% | 51,986,835 | $3.2B |
| Wells Fargo & Company | 0.77% | Add +7.3% | 51,247,964 | $3.2B |
| FMR LLC | 0.17% | Add +10.7% | 45,753,482 | $2.9B |
| LPL Financial LLC | 1.08% | Add +3.3% | 42,550,311 | $2.7B |
| JPMorgan Chase & Co. | 0.19% | Add +2.4% | 38,961,128 | $2.4B |
| Morgan Stanley | 0.16% | Add +4.2% | 35,993,587 | $2.2B |
| Raymond James Financial Inc. | 0.82% | — | 35,598,511 | $2.2B |
| Envestnet Asset Management Inc. | 0.57% | Add +10.6% | 28,411,017 | $1.8B |
| Royal Bank of Canada | 0.35% | Add +19.6% | 25,727,192 | $1.6B |
| BlackRock, Inc. | 0.03% | Add +13.6% | 24,672,647 | $1.5B |
| UBS Group AG | 0.33% | Reduce -3.9% | 23,740,948 | $1.5B |
| Northern Trust Corp. | 0.19% | Add +5.4% | 21,282,901 | $1.3B |
| Goldman Sachs Group Inc. | 0.21% | Add +58.8% | 17,401,493 | $1.1B |
| PNC Financial Services Group, Inc. | 0.69% | Add +0.3% | 16,591,359 | $1.0B |
| Mariner, LLC | 1.34% | Add +3.3% | 12,824,258 | $799.1M |
| First Command Advisory Services, Inc. | 6.41% | Reduce -0.0% | 10,855,319 | $676.4M |
| Acorns Advisers, LLC | 6.48% | Add +1.8% | 10,726,481 | $668.4M |
| Truist Financial Corp. | 0.91% | Add +25.5% | 9,339,551 | $581.9M |
| Keybank National Association | 2.21% | Add +1.7% | 9,240,107 | $575.8M |
| Ameriprise Financial Inc. | 0.14% | Reduce -5.7% | 8,976,780 | $559.2M |
| Financial Engines Advisors L.L.C. | 1.09% | Reduce -3.8% | 8,285,690 | $516.3M |
| Millburn Ridgefield LLC | 12.61% | Add +6.5% | 8,085,605 | $503.8M |
| Catalyst Capital Advisors LLC | 10.73% | Add +6.5% | 8,085,605 | $503.8M |
| Wealthspire Advisors, LLC | 4.71% | Add +5.7% | 7,606,982 | $474.0M |
| HighTower Advisors, LLC | 0.63% | Add +3.9% | 7,326,920 | $456.5M |
| Regions Financial Corp. | 3.28% | Add +0.1% | 7,171,577 | $446.9M |
| Pathstone Holdings, LLC | 1.93% | Reduce -0.9% | 7,002,675 | $436.3M |
| AlTi Global, Inc. | 10.02% | Add +3.0% | 6,639,763 | $415.1M |
| Bank of Montreal | 0.20% | Add +5.0% | 6,334,033 | $394.7M |
| Commonwealth Equity Services, LLC | 0.57% | Add +2.5% | 6,236,493 | $388.6M |
| Alesco Advisors, LLC, An ESL Co | 10.29% | Reduce -0.5% | 5,258,021 | $327.6M |
| Creative Planning | 0.30% | Reduce -1.2% | 4,944,508 | $308.1M |
| Fifth Third Bancorp | 1.12% | Reduce -1.8% | 4,944,371 | $308.1M |
| US Bancorp \de | 0.40% | Add +3.0% | 4,910,376 | $306.0M |
| Northwestern Mutual Investment Management Company, LLC | 6.74% | Reduce -7.1% | 4,892,506 | $304.9M |
| MAI Capital Management | 2.17% | Add +12.2% | 4,665,678 | $290.7M |
| Bridges Investment Management Inc. | 3.75% | Add +2.7% | 4,309,805 | $268.5M |
| Circle Wealth Management, LLC | 5.72% | No change | 4,289,155 | $267.3M |
| Starboard Value | 4.48% | New | 3,965,268 | $247.1M |
| Cerity Partners LLC | 0.54% | Add +16.6% | 3,957,615 | $246.6M |
| Cresset Asset Management, LLC | 1.11% | Add +19.9% | 3,684,626 | $229.6M |
| Balyasny Asset Management L.P. | 0.54% | Reduce -41.6% | 3,642,109 | $226.9M |
| Jones Financial Companies LLLP | 0.21% | Add +16.6% | 3,598,079 | $224.2M |
| &partners | 2.57% | Add +40.5% | 3,391,582 | $214.1M |
| Baird Financial Group, Inc. | 0.40% | Add +5.9% | 3,392,713 | $211.4M |
| Franklin Resources Inc. | 0.06% | Reduce -0.6% | 3,247,078 | $202.3M |
| Valeo Financial Advisors, LLC | 5.47% | Add +9.9% | 3,139,386 | $195.6M |
| Davis R M Inc. | 3.75% | Add +2.8% | 3,084,140 | $192.2M |
| Citizens Financial Group Inc. | 3.73% | Add +0.6% | 3,071,734 | $191.4M |
| MML Investors Services, LLC | 0.62% | Add +6.3% | 2,894,482 | $180.4M |
| Comerica Bank | 0.72% | Add +1.7% | 2,876,437 | $179.2M |
| FIL Ltd | 0.16% | Add +83.7% | 2,806,546 | $174.9M |
| Accredited Investors Inc. | 9.78% | Add +16.6% | 2,677,120 | $166.8M |
| First Financial Bankshares Inc | 3.56% | Reduce -1.0% | 2,637,609 | $164.3M |
| Flputnam Investment Management Co. | 3.00% | Reduce -16.9% | 2,634,865 | $164.2M |
| Cetera Investment Advisers | 0.33% | Add +2.2% | 2,568,719 | $160.1M |
| Stifel Financial Corp. | 0.17% | Reduce -22.7% | 2,553,107 | $159.1M |
| Haverford Trust Co | 1.57% | Add +0.7% | 2,539,454 | $158.2M |
| Sandy Spring Bank | 6.19% | Add +0.4% | 2,451,890 | $152.8M |
| Corient Private Wealth LP | 0.25% | Reduce -23.2% | 2,407,281 | $147.9M |
| UMB Bank, n.a. | 2.30% | Reduce -2.5% | 2,336,390 | $145.6M |
| Greenleaf Trust | 1.32% | Reduce -3.4% | 2,329,616 | $145.2M |
| Alaska Permanent Capital Management, LLC | 11.80% | Reduce -1.1% | 2,304,623 | $143.6M |
| Rockefeller Capital Management L.P. | 0.37% | Add +25.9% | 2,278,719 | $142.0M |
| Members Trust Co | 4.88% | Reduce -1.2% | 2,274,563 | $141.7M |
| Sand Hill Global Advisors, LLC | 5.80% | Add +0.3% | 2,199,537 | $137.1M |
| Osaic Holdings, Inc. | 0.31% | Add +10.2% | 2,194,103 | $136.7M |
| BLB&B Advisors, LLC | 6.67% | Add +5.6% | 2,099,763 | $130.8M |
| Bokf, NA | 2.17% | Add +2.4% | 2,075,398 | $128.4M |
| TD Asset Management Inc | 0.11% | Add +0.9% | 2,056,618 | $128.1M |
| State of Michigan Retirement System | 0.67% | Add +3.7% | 2,054,510 | $128.0M |
| Sigma Investment Counselors Inc. | 7.50% | Add +0.6% | 2,050,653 | $127.8M |
| Connecticut Wealth Management, LLC | 6.27% | Add +5.5% | 2,046,502 | $127.5M |
| Municipal Employees' Retirement System of Michigan | 1.72% | Add +0.0% | 2,005,373 | $125.0M |
| Fiduciary Trust Co | 1.53% | Add +1.4% | 1,863,042 | $116.1M |
| Cahaba Wealth Management, Inc. | 9.54% | Add +1.6% | 1,849,285 | $115.2M |
| Wealth Enhancement Advisory Services, LLC | 0.21% | Add +10.1% | 1,742,498 | $108.6M |
| Whittier Trust Co. | 1.40% | Reduce -0.3% | 1,710,203 | $106.6M |
| Captrust Financial Advisors | 0.29% | Reduce -1.1% | 1,650,622 | $102.9M |
| Steward Partners Investment Advisory, LLC | 0.88% | Add +4.0% | 1,595,993 | $99.4M |
| Badgley Phelps Wealth Managers, LLC | 2.31% | Reduce -0.3% | 1,587,884 | $98.9M |
| Acropolis Investment Management, LLC | 5.80% | Reduce -0.1% | 1,576,888 | $98.3M |
| Focus Partners Wealth | 0.26% | Add +192.8% | 1,575,619 | $98.2M |
| Linscomb Wealth, Inc. | 4.85% | Add +0.7% | 1,564,400 | $97.5M |
| M&T Bank Corp | 0.33% | Add +12.8% | 1,558,050 | $97.1M |
| Constellation Investments, Inc. | 4.39% | — | 1,549,000 | $96.5M |
| Farmers & Merchants Investments Inc. | 3.00% | Add +0.4% | 1,534,329 | $95.6M |
| BNP Paribas Financial Markets | 0.07% | New | 1,501,160 | $93.5M |
| Bessemer Group Inc. | 0.15% | Add +1.9% | 1,485,895 | $92.6M |
| First Interstate Bank | 5.54% | Add +1.9% | 1,468,976 | $91.5M |
| Lutz Financial Services LLC | 7.28% | Reduce -0.2% | 1,445,080 | $90.0M |
| Ensign Peak Advisors, Inc | 0.16% | Add +26.3% | 1,415,121 | $88.2M |
| Klingman & Associates, LLC | 5.45% | Add +1.6% | 1,382,218 | $86.1M |
| Kestra Advisory Services, LLC | 0.47% | Reduce -5.5% | 1,365,948 | $85.1M |
| Legacy Wealth Management, LLC | 5.44% | Reduce -3.5% | 1,360,573 | $84.8M |
| BOK Financial Private Wealth, Inc. | 6.05% | Add +0.7% | 1,337,829 | $83.4M |
| Full Sail Capital, LLC | 5.14% | Add +0.2% | 1,295,807 | $80.7M |
| Lee Financial Co | 11.27% | Add +0.2% | 1,286,049 | $80.1M |
| Vicus Capital | 7.11% | Add +0.7% | 1,285,202 | $80.1M |
| Sage Financial Group Inc. | 6.42% | Add +1.8% | 1,279,555 | $79.7M |
| State Street Corp. | 0.00% | Reduce -9.7% | 1,277,273 | $79.6M |
| Janney Montgomery Scott LLC | 0.22% | Reduce -3.6% | 1,272,938 | $79.3M |
| Ally Invest Advisors Inc. | 6.75% | Add +2.9% | 1,249,541 | $77.9M |
| Chandler Asset Management, Inc. | 14.86% | Reduce -0.9% | 1,248,248 | $77.8M |
| RMR Wealth Builders | 7.83% | Add +6.2% | 1,215,359 | $75.7M |
| Leonard Rickey Investment Advisors P.L.L.C. | 17.42% | Add +1.3% | 1,214,275 | $75.7M |
| Tiaa Trust, National Association | 0.23% | Reduce -1.2% | 1,197,982 | $74.6M |
| Planning Alternatives Ltd. | 11.41% | Add +1.2% | 1,190,768 | $74.2M |
| Equitable Holdings, Inc. | 0.70% | Add +5.1% | 1,186,315 | $73.9M |
| RKL Wealth Management LLC | 6.44% | Add +2.7% | 1,160,849 | $72.3M |
| Ballentine Partners, LLC | 1.22% | Add +7.4% | 1,143,921 | $71.3M |
| DT Investment Partners, LLC | 6.02% | Reduce -0.2% | 1,141,396 | $71.1M |
| Goelzer Investment Management, Inc. | 4.10% | Reduce -4.0% | 1,133,441 | $70.6M |
| Tarbox Family Office, Inc. | 11.59% | Reduce -0.0% | 1,127,970 | $70.3M |
| Stratos Wealth Partners, LTD. | 0.99% | Add +0.9% | 1,113,256 | $69.4M |
| Arkansas Financial Group, Inc. | 11.08% | Reduce -3.6% | 1,100,806 | $68.6M |
| Moneta Group Investment Advisors LLC | 0.96% | Add +1.8% | 1,099,386 | $68.5M |
| Avidian Wealth Enterprises, LLC | 3.08% | Add +4.4% | 1,099,267 | $68.5M |
| Private Advisor Group, LLC | 0.38% | Add +6.9% | 1,092,806 | $68.1M |
| Harbour Investments, Inc. | 1.95% | Add +6.5% | 1,089,646 | $67.9M |
| LVZ, Inc. | 8.54% | Reduce -2.9% | 1,069,019 | $66.6M |
| Voya Investment Management LLC | 0.08% | Add +29.9% | 1,061,863 | $66.2M |
| Cambridge Investment Research Advisors, Inc. | 0.22% | Add +4.7% | 1,055,918 | $65.8M |
| Bank of Nova Scotia | 0.11% | No change | 1,043,500 | $65.0M |
| Integrated Wealth Concepts LLC | 0.75% | Add +0.7% | 1,041,507 | $64.9M |
| Alliancebernstein L.P. | 0.02% | Add +7.2% | 1,034,660 | $64.5M |
| Cape Cod Five Cents Savings Bank | 5.73% | No change | 1,033,266 | $64.4M |
| Capital Analysts, LLC | 2.53% | Add +0.0% | 1,009,491 | $62.9M |
| Destination Wealth Management | 1.94% | Reduce -1.2% | 994,720 | $62.0M |
| First Horizon Advisors, Inc. | 1.73% | Add +1.0% | 992,224 | $61.8M |
| Whittier Trust Co. of Nevada Inc. | 1.52% | Add +1.1% | 990,291 | $61.7M |
| Alaska Wealth Advisors, LLC | 9.35% | Add +6.4% | 965,331 | $60.1M |
| Clearstead Advisors, LLC | 0.91% | Add +0.5% | 963,484 | $60.0M |
| Cwm, LLC | 0.25% | Add +8.2% | 956,089 | $59.6M |
| Horizon Investments, LLC | 1.71% | Add +528.0% | 954,126 | $59.5M |
| Bangor Savings Bank | 5.57% | Add +1.3% | 953,172 | $59.4M |
| MCF Advisors LLC | 4.14% | Reduce -8.1% | 946,056 | $58.9M |
| Valmark Advisers, Inc. | 0.90% | Reduce -1.6% | 934,157 | $58.2M |
| Pine Ridge Advisers LLC | 4.91% | Add +1.2% | 885,395 | $55.2M |
| Fifth Third Wealth Advisors LLC | 2.99% | Add +11.0% | 883,526 | $55.1M |
| Mercer Global Advisors Inc. | 0.13% | Reduce -63.9% | 881,908 | $55.0M |
| Chicago Partners Investment Group LLC | 1.83% | Reduce -5.5% | 873,933 | $54.9M |
| Modera Wealth Management, LLC | 0.66% | Add +5.9% | 880,076 | $54.8M |
| Retirement Income Solutions, Inc. | 11.00% | Add +27.3% | 874,842 | $54.5M |
| Arrow Financial Corp | 5.12% | Reduce -2.1% | 866,369 | $54.0M |
| MassMutual Private Wealth & Trust, FSB | 1.49% | Reduce -7.3% | 854,006 | $53.2M |
| Phillips Financial Management, LLC | 4.09% | Reduce -19.7% | 833,829 | $52.0M |
| West Paces Advisors Inc. | 12.64% | Add +0.8% | 830,743 | $51.8M |
| Manufacturers Life Insurance Company, The | 0.05% | Add +2.2% | 827,547 | $51.6M |
| BlueStem Wealth Partners, LLC | 6.74% | — | 823,773 | $51.3M |
| CKW Financial Group | 6.26% | Add +0.2% | 816,009 | $50.8M |
| Crewe Advisors LLC | 7.00% | Add +7.8% | 814,395 | $50.7M |
| Pinebridge Investments, L.P. | 0.37% | Add +5.2% | 785,849 | $49.0M |
| CW Advisors, LLC | 0.67% | Add +0.8% | 784,512 | $48.9M |
| MainStreet Investment Advisors LLC | 6.83% | Reduce -2.8% | 782,522 | $48.8M |
| HSBC Holdings PLC | 0.03% | Reduce -3.8% | 775,999 | $48.4M |
| JNBA Financial Advisors | 4.91% | Add +2.1% | 771,486 | $48.1M |
| Quadrant Capital Group LLC | 3.30% | Add +5.3% | 769,343 | $47.9M |
| Waverly Advisors, LLC | 0.74% | Add +14.2% | 768,953 | $47.9M |
| HBC Financial Services, PLLC | 29.19% | Reduce -0.8% | 764,313 | $47.6M |
| Marcum Wealth, LLC | 4.11% | Add +1543.8% | 760,513 | $47.4M |
| Axxcess Wealth Management, LLC | 1.17% | Add +3.0% | 756,269 | $47.1M |
| MBL Wealth, LLC | 4.74% | Add +1.9% | 756,127 | $47.1M |
| First Business Financial Services, Inc. | 4.65% | Add +0.7% | 754,722 | $47.0M |
| Grove Bank & Trust | 6.52% | Add +14.7% | 754,124 | $47.0M |
| Truefg, LLC | 15.28% | Add +0.9% | 751,012 | $46.8M |
| Bank of Stockton | 14.21% | Add +0.8% | 750,462 | $46.8M |
| American Trust | 3.55% | Reduce -25.8% | 747,614 | $46.6M |
| Magnus Financial Group LLC | 4.50% | Add +2.6% | 744,607 | $46.4M |
| Ameritas Advisory Services, LLC | 1.58% | Add +17.3% | 734,677 | $45.8M |
| RTD Financial Advisors, Inc. | 5.84% | Add +48.1% | 731,040 | $45.6M |
| Sagespring Wealth Partners, LLC | 1.20% | — | 728,729 | $45.4M |
| First Hawaiian Bank | 1.46% | Reduce -8.3% | 719,564 | $44.8M |
| Macquarie Group Ltd. | 0.05% | Add +19.1% | 703,394 | $43.8M |
| Journey Advisory Group, LLC | 5.24% | No change | 746,894 | $43.7M |
| Wealthquest Corp | 3.55% | Add +3.1% | 700,527 | $43.6M |
| JFS Wealth Advisors, LLC | 2.97% | Add +1.5% | 698,601 | $43.5M |
| Fiera Capital Corp | 0.14% | Add +0.2% | 693,605 | $43.2M |
| Evermay Wealth Management LLC | 6.53% | Reduce -2.5% | 691,479 | $43.1M |
| Single Point Partners, LLC | 9.92% | New | 691,416 | $43.1M |
| Portland Global Advisors LLC | 5.39% | Add +1.1% | 683,771 | $42.6M |
| Chesley Taft & Associates LLC | 1.98% | Add +3.3% | 682,763 | $42.5M |
| Atria Wealth Solutions, Inc. | 0.46% | Add +1.9% | 679,945 | $42.4M |
| Capital Asset Advisory Services LLC | 2.08% | Add +1.5% | 671,473 | $42.2M |
| Blair William & Co. | 0.12% | Add +3.1% | 674,080 | $42.0M |
| Resonant Capital Advisors, LLC | 3.03% | Add +1.2% | 665,466 | $41.5M |
| NorthCoast Asset Management LLC | 0.20% | Add +9.1% | 658,319 | $41.0M |
| Voya Financial Advisors, Inc. | 4.46% | Reduce -5.9% | 659,480 | $41.0M |
| Nadler Financial Group, Inc. | 4.29% | Add +1.9% | 653,608 | $40.7M |
| Graypoint LLC | 2.41% | Add +6.4% | 639,130 | $39.8M |
| Lazard Asset Management LLC | 0.06% | Reduce -0.1% | 629,045 | $39.2M |
| Lowe Brockenbrough & Co. Inc. | 2.50% | Reduce -1.8% | 627,044 | $39.1M |
| Fulton Breakefield Broenniman LLC | 2.78% | Add +0.3% | 624,675 | $38.9M |
| Intrust Bank NA | 3.92% | Add +2.9% | 621,293 | $38.7M |
| Avantax Advisory Services, Inc. | 0.24% | Add +5.7% | 621,087 | $38.7M |
| Sax Wealth Advisors, LLC | 3.03% | Reduce -2.3% | 621,042 | $38.7M |
| Envestnet Portfolio Solutions, Inc. | 0.13% | Add +19.3% | 617,916 | $38.5M |
| New England Professional Planning Group Inc. | 19.13% | Add +1.9% | 616,386 | $38.4M |
| FineMark National Bank & Trust | 1.33% | Add +0.9% | 612,866 | $38.2M |
| ESL Trust Services, LLC | 8.50% | Add +0.1% | 612,466 | $38.2M |
| Johnson Investment Counsel Inc. | 0.37% | Add +0.8% | 611,745 | $38.1M |
| Bartlett & Co. Wealth Management LLC | 0.55% | Add +6.7% | 609,290 | $38.0M |
| Summit Financial Strategies, Inc. | 4.18% | Add +4.4% | 607,553 | $37.9M |
| Thrivent Financial for Lutherans | 0.07% | Reduce -28.4% | 570,652 | $36.3M |
| Beaumont Financial Advisors, LLC | 2.69% | Add +7.1% | 575,803 | $35.9M |
| Hancock Whitney Corp. | 1.12% | Add +3.5% | 568,423 | $35.4M |
| Apollon Wealth Management, LLC | 0.81% | Add +17.0% | 562,116 | $35.0M |
| CJM Wealth Advisers, Ltd. | 11.74% | Add +0.4% | 559,481 | $34.9M |
| Diversified Trust Co. | 0.84% | Add +0.1% | 552,968 | $34.5M |
| Oppenheimer & Co. Inc. | 0.51% | Add +4.3% | 552,630 | $34.4M |
| Allworth Financial LP | 0.19% | Reduce -7.2% | 524,730 | $34.4M |
| Citigroup Inc. | 0.03% | Reduce -47.8% | 549,213 | $34.2M |
| Boston Financial Mangement LLC | 1.03% | Reduce -0.8% | 547,686 | $34.1M |
| Hudock, Inc. | 5.90% | Reduce -0.2% | 542,261 | $33.8M |
| CIBC Private Wealth Group LLC | 0.06% | Reduce -2.3% | 536,902 | $33.7M |
| NewSquare Capital LLC | 2.69% | Reduce -1.4% | 539,800 | $33.6M |
| Natixis Advisors, LLC | 0.06% | Add +15.8% | 538,361 | $33.5M |
| Choreo, LLC | 0.48% | Reduce -28.9% | 535,717 | $33.4M |
| Forvis Mazars Wealth Advisors, LLC | 0.76% | Reduce -3.8% | 532,081 | $33.2M |
| Integrated Advisors Network LLC | 1.57% | Reduce -6.7% | 526,668 | $32.8M |
| Old Second National Bank of Aurora | 7.38% | Reduce -0.4% | 520,629 | $32.4M |
| Capital Investment Advisors, LLC | 0.66% | Reduce -1.6% | 516,440 | $32.2M |
| Financial Counselors Inc. | 0.47% | Reduce -7.5% | 514,328 | $32.0M |
| United Capital Financial Advisors, LLC | 0.27% | Reduce -0.4% | 511,638 | $31.9M |
| Edge Capital Group, LLC | 1.42% | Add +2.6% | 511,041 | $31.8M |
| Independent Advisor Alliance | 0.41% | Add +1538.5% | 500,088 | $31.2M |
| Bristlecone Advisors, LLC | 2.39% | Reduce -0.6% | 491,543 | $30.6M |
| Wilmington Savings Fund Society, FSB | 0.55% | Add +0.4% | 490,828 | $30.6M |
| D.A. Davidson & Co. | 0.25% | Add +2.6% | 483,050 | $30.1M |
| New York Life Investment Management LLC | 0.29% | Add +2.9% | 482,468 | $30.1M |
| Urban Financial Advisory Corp | 16.48% | Reduce -0.4% | 481,465 | $30.0M |
| Graves Light Lenhart Wealth, Inc. | 3.73% | Add +1.1% | 481,432 | $30.0M |
| Harbor Group, Inc. | 6.73% | Reduce -13.2% | 480,745 | $30.0M |
| Mesirow Financial Investment Management, Inc. | 0.59% | Reduce -0.3% | 480,558 | $29.9M |
| Human Investing LLC | 5.30% | Add +2.5% | 479,644 | $29.9M |
| Callan Family Office, LLC | 1.89% | Reduce -1.1% | 475,989 | $29.7M |
| Zions Bancorporation, N.A. | 1.86% | Reduce -2.4% | 473,005 | $29.5M |
| Bar Harbor Wealth Management | 1.93% | Add +5.9% | 472,000 | $29.4M |
| Ritter Daniher Financial Advisory LLC / DE | 8.25% | Add +3.1% | 469,107 | $29.2M |
| Shoker Investment Counsel, Inc. | 9.87% | Add +0.5% | 468,825 | $29.2M |
| YHB Investment Advisors, Inc. | 2.38% | Add +0.9% | 465,811 | $29.0M |
| Perigon Wealth Management, LLC | 0.71% | Reduce -5.3% | 447,544 | $28.8M |
| Savant Capital, LLC | 0.23% | Add +2.1% | 461,167 | $28.7M |
| Greenwood Gearhart LLC | 1.98% | Add +38.3% | 460,003 | $28.7M |
| TRUE Private Wealth Advisors | 3.44% | Reduce -1.3% | 454,506 | $28.3M |
| Westwood Holdings Group Inc. | 0.22% | Add +54.3% | 453,662 | $28.3M |
| Ashton Thomas Private Wealth, LLC | 1.09% | Add +11.5% | 449,749 | $28.0M |
| RiverFront Investment Group, LLC | 0.63% | Add +4324.5% | 445,322 | $27.7M |
| Wealth Advisory Solutions, LLC | 7.63% | Reduce -0.5% | 436,948 | $27.2M |
| NewEdge Advisors, LLC | 0.16% | Add +17.5% | 436,861 | $27.2M |
| Nations Financial Group Inc, /Ia/ | 1.99% | Add +1.4% | 436,716 | $27.2M |
| Randolph Co Inc | 2.98% | Add +0.3% | 427,922 | $26.7M |
| Serenus Wealth Advisors, LLC | 4.62% | — | 426,471 | $26.6M |
| Global Retirement Partners, LLC | 0.76% | Add +10.9% | 426,375 | $26.6M |
| Fort Washington Investment Advisors Inc. | 0.16% | Add +15.0% | 422,457 | $26.3M |
| Alps Advisors Inc. | 0.17% | Reduce -3.3% | 420,162 | $26.2M |
| Advisory Services Network, LLC | 0.48% | Add +0.7% | 416,171 | $25.9M |
| London Co. of Virginia | 0.14% | Add +172.5% | 412,932 | $25.7M |
| Bailard, Inc. | 0.66% | Add +23.0% | 412,320 | $25.7M |
| Verde Capital Management | 7.24% | Add +2.6% | 411,757 | $25.7M |
| Catalyst Financial Partners LLC | 4.81% | Add +3.5% | 410,781 | $25.6M |
| Concurrent Investment Advisors, LLC | 0.69% | Reduce -9.0% | 409,432 | $25.5M |
| Lido Advisors, LLC | 0.16% | Add +163.6% | 405,381 | $25.3M |
| Brand Asset Management Group, Inc. | 10.23% | Reduce -3.6% | 404,268 | $25.2M |
| Arcataur Capital Management LLC | 8.49% | Reduce -0.4% | 404,167 | $25.2M |
| Kanawha Capital Management LLC | 1.96% | Reduce -0.3% | 400,332 | $24.9M |
| Baron Silver Stevens Financial Advisors, LLC | 4.22% | Add +2.3% | 399,307 | $24.9M |
| Financial Advocates Investment Management | 1.42% | Add +2.8% | 399,204 | $24.9M |
| LGL Partners, LLC | 3.60% | Add +1.8% | 397,662 | $24.8M |
| Investments & Financial Planning, LLC | 15.24% | Add +0.4% | 396,889 | $24.7M |
| Nottingham Advisors, Inc. | 3.14% | Reduce -11.9% | 396,872 | $24.7M |
| Beacon Pointe Advisors, LLC | 0.27% | Reduce -4.0% | 396,783 | $24.7M |
| Fairhaven Wealth Management, LLC | 7.67% | Add +0.1% | 393,736 | $24.5M |
| Salomon & Ludwin, LLC | 2.60% | Reduce -6.2% | 393,124 | $24.5M |
| OneDigital Investment Advisors LLC | 0.28% | Add +1.3% | 391,634 | $24.4M |
| West Financial Advisors, LLC | 4.70% | Reduce -0.1% | 391,412 | $24.4M |
| Forge First Asset Management Inc. | 8.71% | New | 389,200 | $24.2M |
| Bryant Woods Investment Advisors, LLC | 11.74% | Add +0.1% | 389,098 | $24.2M |
| TD Private Client Wealth LLC | 0.68% | Reduce -6.5% | 387,708 | $24.2M |
| Dupont Capital Management Corp. | 2.25% | Add +107.4% | 387,431 | $24.1M |
| King Wealth Management Group | 3.47% | Add +5.0% | 381,267 | $23.8M |
| Sigma Planning Corp | 0.74% | Add +2.0% | 378,925 | $23.6M |
| Capital Advisors Inc. | 0.47% | Reduce -6.0% | 376,263 | $23.4M |
| Enterprise Bank & Trust Co | 7.57% | Add +4.0% | 369,037 | $23.0M |
| New Harbor Financial Group, LLC | 6.73% | Reduce -2.3% | 362,276 | $22.6M |
| Fiduciary Family Office, LLC | 6.73% | Add +6398.2% | 362,276 | $22.6M |
| Argent Trust Co | 0.92% | Add +1.7% | 360,850 | $22.5M |
| Iowa State Bank | 4.67% | Reduce -0.3% | 360,288 | $22.4M |
| Courier Capital LLC | 1.55% | Add +3.3% | 360,087 | $22.4M |
| Horan Capital Advisors, LLC. | 7.53% | Add +1.5% | 358,860 | $22.4M |
| Johnson Financial Group, Inc. | 1.05% | Reduce -16.8% | 343,541 | $22.2M |
| Trilogy Capital Inc. | 1.13% | Reduce -0.8% | 353,268 | $22.0M |
| Drake & Associates, LLC | 6.24% | Add +4.8% | 342,514 | $21.9M |
| Altus Wealth Management, LLC | 9.76% | Add +2.7% | 350,230 | $21.8M |
| Kestra Private Wealth Services, LLC | 0.37% | Add +41.8% | 349,513 | $21.8M |
| Glenview Trust Co | 0.41% | Add +1.3% | 348,987 | $21.7M |
| Twele Capital Management, Inc. | 4.60% | Reduce -7.7% | 348,276 | $21.7M |
| PFM Health Sciences, LP | 1.69% | New | 347,637 | $21.7M |
| Anb Bank | 9.48% | — | 346,397 | $21.6M |
| jvl associates llc | 8.16% | Reduce -0.8% | 345,623 | $21.5M |
| Coastline Trust Co | 2.51% | Add +20.3% | 344,450 | $21.5M |
| Madison Asset Management, LLC | 0.24% | Add +0.7% | 343,931 | $21.4M |
| Madison Investment Advisors, LLC | 0.24% | — | 343,931 | $21.4M |
| Horan Securities, Inc. | 8.10% | Add +7.2% | 342,560 | $21.3M |
| Glenmede Trust Co. NA | 0.11% | Reduce -2.6% | 342,276 | $21.3M |
| Tompkins Financial Corp. | 1.97% | Add +3.6% | 339,468 | $21.2M |
| Montag A & Associates Inc. | 1.00% | Add +39.8% | 338,369 | $21.1M |
| Curi Capital, LLC | 0.48% | Reduce -10.3% | 336,644 | $21.0M |
| Conning Inc. | 0.76% | No change | 330,740 | $20.6M |
| Per Stirling Capital Management, LLC. | 2.92% | Add +2.1% | 329,925 | $20.6M |
| Financial Management Network Inc. | 4.27% | Add +18.1% | 326,764 | $20.6M |
| Sanctuary Advisors, LLC | 0.13% | Reduce -11.2% | 313,937 | $20.5M |
| Peninsula Asset Management Inc. | 10.83% | Reduce -2.7% | 327,160 | $20.4M |
| Gladstone Institutional Advisory LLC | 0.94% | Add +36.5% | 324,759 | $20.2M |
| Lockheed Martin Investment Management Co. | 0.80% | Add +1485.9% | 321,150 | $20.0M |
| Atlantic Edge Private Wealth Management, LLC | 6.18% | Add +6.7% | 320,194 | $20.0M |
| Proathlete Wealth Management LLC | 7.51% | Add +7.3% | 320,099 | $19.9M |
| CFS Investment Advisory Services, LLC | 1.78% | Add +5.8% | 318,608 | $19.9M |
| Arkos Global Advisors | 2.91% | Add +1.3% | 318,105 | $19.8M |
| Pinnacle Associates Ltd. | 0.27% | Add +396.6% | 317,369 | $19.8M |
| Professional Advisory Services Inc. | 2.48% | New | 315,275 | $19.6M |
| Journey Strategic Wealth LLC | 0.73% | Add +5.7% | 315,052 | $19.6M |
| Trust Co. of Vermont | 0.95% | Add +27.1% | 313,285 | $19.5M |
| EP Wealth Advisors, LLC | 0.16% | Reduce -3.8% | 313,103 | $19.5M |
| Soltis Investment Advisors LLC | 1.80% | Reduce -1.9% | 312,247 | $19.5M |
| First National Trust Co | 0.73% | Reduce -8.4% | 310,522 | $19.3M |
| Valley Forge Investment Consultants Inc. Adv | 6.63% | Add +1.9% | 309,710 | $19.3M |
| DHJJ Financial Advisors, Ltd. | 7.50% | Reduce -2.0% | 309,054 | $19.3M |
| Allspring Global Investments Holdings, LLC | 0.03% | Add +0.8% | 309,134 | $19.2M |
| Pinnacle Financial Partners Inc | 0.39% | Reduce -9.0% | 305,213 | $19.0M |
| GenWealth Group, Inc. | 4.32% | Add +1.8% | 304,374 | $19.0M |
| Simmons Bank | 1.38% | Add +1.3% | 303,954 | $18.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.04% | Add +172.0% | 301,094 | $18.8M |
| Brown Brothers Harriman & Co. | 0.13% | Add +10.2% | 297,312 | $18.5M |
| Ironwood Financial, llc | 3.87% | Reduce -0.3% | 296,194 | $18.5M |
| Coldstream Capital Management Inc. | 0.39% | Reduce -8.4% | 295,567 | $18.4M |
| Dynamic Advisor Solutions LLC | 0.80% | Reduce -37.6% | 295,507 | $18.4M |
| Lynch & Associates | 3.99% | Reduce -1.5% | 295,358 | $18.4M |
| Marietta Wealth Management, LLC | 2.64% | Reduce -0.1% | 294,978 | $18.4M |
| Citadel Advisors | 0.02% | Add +154.8% | 294,657 | $18.4M |
| Acima Private Wealth, LLC | 6.18% | Add +0.2% | 294,630 | $18.4M |
| PKS Advisory Services, LLC | 4.59% | — | 294,565 | $18.4M |
| Wealthspire Retirement, LLC | 1.44% | Add +1.1% | 292,620 | $18.2M |
| Leavell Investment Management, Inc. | 0.89% | Reduce -0.8% | 291,493 | $18.2M |
| Smithfield Trust Co | 0.90% | Reduce -0.3% | 291,038 | $18.1M |
| AAF Wealth Management, LLC | 9.15% | Reduce -0.2% | 291,062 | $18.1M |
| Harbour Trust & Investment Management Co | 2.06% | Add +4.9% | 291,034 | $18.1M |
| Whitcomb & Hess, Inc. | 5.59% | Reduce -1.1% | 290,777 | $18.1M |
| Independent Financial Group, LLC | 0.60% | Add +9.1% | 289,661 | $18.0M |
| Cim Investment Management Inc. | 5.28% | Add +0.4% | 289,241 | $18.0M |
| Titleist Asset Management, LLC | 2.08% | Add +17.5% | 289,196 | $18.0M |
| Crescent Grove Advisors, LLC | 1.78% | Add +6.4% | 288,068 | $17.9M |
| IFG Advisory, LLC | 1.01% | Add +14.7% | 286,401 | $17.8M |
| Principal Financial Group Inc. | 0.01% | Reduce -4.2% | 284,653 | $17.7M |
| Invst, LLC | 2.15% | Add +2388.5% | 284,283 | $17.7M |
| Trifecta Capital Advisors, LLC | 3.50% | Add +78.4% | 284,197 | $17.7M |
| Cantor Fitzgerald Investment Advisors L.P. | 1.23% | Add +2.4% | 284,112 | $17.7M |
| Greenup Street Wealth Management LLC | 3.48% | Add +14.1% | 281,353 | $17.5M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.63% | Reduce -0.1% | 280,174 | $17.5M |
| PACK Private Wealth, LLC | 10.16% | Add +0.9% | 277,768 | $17.3M |
| Newton One Investments LLC | 6.67% | Add +330.2% | 277,597 | $17.3M |
| McKinley Carter Wealth Services, Inc. | 1.06% | Add +3.8% | 277,387 | $17.3M |
| Cape Ann Savings Bank | 10.01% | Add +0.4% | 272,933 | $17.0M |
| Centerpoint Advisors, LLC | 5.86% | Add +2.0% | 268,790 | $16.7M |
| Burns J W & Co. Inc. | 2.14% | Add +6.5% | 268,608 | $16.7M |
| Marino, Stram & Associates LLC | 3.68% | Add +2.4% | 266,971 | $16.6M |
| Cambridge Advisors Inc. | 3.71% | Reduce -7.3% | 266,786 | $16.6M |
| First Nebraska Trust Co | 1.59% | Add +2.0% | 264,850 | $16.5M |
| FSM Wealth Advisors, LLC | 3.99% | Add +6.9% | 252,952 | $16.3M |
| Traynor Capital Management, Inc. | 1.26% | Add +17.9% | 260,201 | $16.2M |
| Rwa Wealth Partners, LLC | 0.20% | Add +46.6% | 258,006 | $16.1M |
| Symphony Financial, Ltd. Co. | 2.52% | Reduce -3.8% | 245,780 | $16.0M |
| Evernest Financial Advisors, LLC | 4.14% | Add +3.2% | 256,194 | $16.0M |
| Avondale Wealth Management | 10.18% | Reduce -1.9% | 254,957 | $15.9M |
| Lodestar Private Asset Management LLC | 1.97% | Reduce -0.1% | 252,912 | $15.8M |
| 1ST Source Bank | 0.90% | Reduce -0.3% | 252,836 | $15.8M |
| Core Wealth Advisors, Inc. | 5.18% | Add +0.1% | 252,158 | $15.7M |
| Asset Management Group, Inc. | 2.79% | Reduce -0.2% | 251,918 | $15.7M |
| Kelman-Lazarov, Inc. | 2.80% | Add +0.4% | 250,000 | $15.6M |
| Citizens & Northern Corp. | 4.27% | Add +0.9% | 249,959 | $15.6M |
| Texas Capital Bank Wealth Management Services Inc | 1.59% | Add +1.6% | 249,524 | $15.5M |
| Mason Street Advisors, LLC | 2.00% | Reduce -26.0% | 248,400 | $15.5M |
| Tower Wealth Partners, Inc. | 8.09% | Reduce -0.4% | 248,053 | $15.5M |
| Guidance Point Advisors, LLC | 4.46% | Add +1.7% | 245,528 | $15.3M |
| Towercrest Capital Management | 2.47% | Add +2.1% | 245,093 | $15.3M |
| Clarity Wealth Advisors, LLC | 4.16% | Add +5.2% | 245,072 | $15.3M |
| Common Fund for Nonprofit Organizations | 1.71% | Add +0.4% | 244,142 | $15.2M |
| Norris Perne & French LLP | 1.10% | Reduce -8.2% | 243,710 | $15.2M |
| Orion Porfolio Solutions, LLC | 0.15% | Add +2.8% | 240,849 | $15.0M |
| Orion Portfolio Solutions, LLC | 0.15% | Add +2.8% | 240,849 | $15.0M |
| Spire Wealth Management | 0.46% | Reduce -49.7% | 238,333 | $14.9M |
| BostonPremier Wealth LLC | 8.99% | — | 237,979 | $14.8M |
| Winthrop Advisory Group LLC | 1.77% | Add +1.0% | 236,707 | $14.7M |
| Vantage Financial Partners, LLC | 3.69% | Reduce -46.9% | 236,386 | $14.7M |
| Smith, Moore & Co. | 1.34% | Add +4.4% | 235,772 | $14.7M |
| Platt Investment Counsel, LLC | 14.02% | Reduce -2.0% | 235,742 | $14.7M |
| Petix & Botte Co | 3.85% | Reduce -24.0% | 234,946 | $14.6M |
| Mechanics Financial Corp | 6.57% | Reduce -2.4% | 234,853 | $14.6M |
| FFT Wealth Management LLC | 1.10% | Reduce -3.2% | 234,328 | $14.6M |
| Eley Financial Management, Inc | 5.68% | Add +3.7% | 233,997 | $14.6M |
| Burkett Financial Services, LLC | 5.96% | Add +0.1% | 233,752 | $14.6M |
| Pacific Center for Financial Services | 3.74% | Add +2.5% | 233,268 | $14.5M |
| Hubbell Strickland Wealth Management, LLC | 6.87% | Add +1.1% | 232,586 | $14.5M |
| Aft, Forsyth & Sober, LLC | 4.69% | Add +0.3% | 232,125 | $14.5M |
| IronBridge Private Wealth, LLC | 5.30% | Add +45.3% | 231,611 | $14.4M |
| Advisors Capital Management, LLC | 0.23% | Add +12.5% | 230,662 | $14.4M |
| Strategic Equity Management | 6.05% | Add +3314.8% | 230,395 | $14.4M |
| CoreCap Advisors, LLC | 0.65% | Add +10.7% | 229,545 | $14.3M |
| Cibc World Market Inc. | 0.03% | Add +8.4% | 227,836 | $14.2M |
| Turtle Creek Wealth Advisors, LLC | 3.27% | Add +8.4% | 227,592 | $14.2M |
| Park Avenue Securities LLC | 0.15% | Reduce -7.3% | 226,665 | $14.1M |
| Argent Advisors, Inc. | 5.23% | Reduce -2.6% | 226,402 | $14.1M |
| Western Wealth Management, LLC | 0.75% | Add +8.3% | 225,562 | $14.1M |
| Windsor Capital Management, LLC | 4.14% | Reduce -0.7% | 223,805 | $13.9M |
| Robinswood Financial LLC | 5.26% | Reduce -0.1% | 223,347 | $13.9M |
| Equitable Trust Co. | 0.78% | New | 223,102 | $13.9M |
| Freedom Investment Management, Inc. | 1.15% | Reduce -2.1% | 223,012 | $13.9M |
| Ironwood Wealth Management, LLC. | 4.31% | Add +0.9% | 222,965 | $13.9M |
| PDS Planning, Inc | 1.23% | Reduce -1.7% | 222,118 | $13.8M |
| Armor Investment Advisors, LLC | 5.67% | Add +5.6% | 221,324 | $13.8M |
| Ancora Advisors LLC | 0.31% | Add +0.0% | 219,740 | $13.7M |
| Beacon Financial Planning, Inc. | 7.94% | Reduce -0.1% | 219,038 | $13.6M |
| American Financial Advisors, LLC | 1.92% | Reduce -2.5% | 218,912 | $13.6M |
| SVB Wealth LLC | 0.25% | New | 218,336 | $13.6M |
| Pittenger & Anderson Inc. | 0.49% | Add +3.8% | 218,154 | $13.6M |
| Instrumental Wealth, LLC | 12.81% | Add +8.7% | 218,448 | $13.5M |
| Gallagher Capital Advisors, LLC | 9.87% | — | 217,256 | $13.5M |
| Colonial Trust Advisors | 1.20% | Add +3.6% | 216,814 | $13.5M |
| KMG Fiduciary Partners, LLC | 1.11% | Add +6.1% | 216,041 | $13.5M |
| LTG Capital LLC | 11.29% | Add +3.3% | 215,949 | $13.5M |
| WASHINGTON TRUST Co | 0.48% | Add +12.7% | 214,485 | $13.4M |
| Accretive Wealth Partners, LLC | 5.63% | Add +0.3% | 213,006 | $13.3M |
| Galvin, Gaustad & Stein, LLC | 1.20% | Add +4.8% | 211,951 | $13.2M |
| Centaurus Financial, Inc. | 0.80% | Add +0.8% | 211,302 | $13.2M |
| Holland Advisory Services, Inc. | 17.17% | Add +3.3% | 211,085 | $13.2M |
| Brown Advisory Inc. | 0.02% | Add +17.6% | 209,999 | $13.1M |
| Consilio Wealth Advisors, LLC | 5.34% | Add +1.5% | 209,495 | $13.1M |
| Neumann Capital Management, LLC | 4.32% | Add +0.0% | 208,483 | $13.0M |
| Scotia Capital Inc. | 0.07% | Add +139.4% | 208,316 | $13.0M |
| AdvisorNet Financial, Inc | 1.09% | Add +14.6% | 208,288 | $13.0M |
| Robertson Stephens Wealth Management, LLC | 0.46% | Add +7.2% | 205,609 | $12.8M |
| SWS Partners | 3.85% | Reduce 0.0% | 204,051 | $12.7M |
| Meridian Wealth Management, LLC | 0.60% | Add +1.4% | 203,885 | $12.7M |
| River Street Advisors LLC | 6.49% | Add +8.2% | 203,782 | $12.7M |
| Guardian Wealth Advisors, LLC | 8.10% | Add +4.3% | 202,827 | $12.6M |
| First Western Trust Bank | 0.58% | Reduce -3.5% | 201,667 | $12.6M |
| Atlanta Consulting Group Advisors, LLC | 4.63% | Reduce -2.3% | 201,390 | $12.5M |
| Capital Investment Counsel, LLC | 2.09% | Reduce -1.3% | 201,096 | $12.5M |
| Forbes J M & Co. LLP | 1.20% | Add +0.6% | 200,726 | $12.5M |
| Simon Quick Advisors, LLC | 0.75% | Reduce -1.6% | 200,225 | $12.5M |
| Waldron Private Wealth LLC | 0.50% | Reduce -2.3% | 199,327 | $12.4M |
| Ameritas Investment Partners, Inc. | 0.40% | Reduce -11.6% | 198,947 | $12.4M |
| Sequoia Financial Advisors, LLC | 0.12% | Reduce -18.8% | 198,071 | $12.3M |
| Landing Point Financial Group, LLC | 9.41% | — | 194,646 | $12.3M |
| Summit Financial, LLC | 0.43% | Add +2.3% | 196,460 | $12.2M |
| One Day In July LLC | 1.27% | Reduce -17.7% | 195,101 | $12.2M |
| Highview Capital Management LLC | 4.66% | Add +5.8% | 194,596 | $12.1M |
| Riverpoint Wealth Management Holdings, LLC | 3.16% | Add +0.1% | 194,293 | $12.1M |
| Wealthcare Advisory Partners LLC | 0.34% | Reduce -11.9% | 193,865 | $12.1M |
| Encompass Wealth Advisors, LLC | 4.87% | Add +1.0% | 193,711 | $12.1M |
| AMG National Trust Bank | 0.33% | Reduce -0.6% | 191,521 | $11.9M |
| Montecito Bank & Trust | 2.07% | Add +1.7% | 191,303 | $11.9M |
| May Hill Capital, LLC | 4.59% | — | 190,294 | $11.9M |
| Hardy Reed LLC | 1.04% | Reduce -0.2% | 189,666 | $11.8M |
| Arcus Capital Partners, LLC | 3.73% | Add +9.4% | 194,257 | $11.8M |
| Meridian Management Co. | 3.09% | Add +5.3% | 188,312 | $11.7M |
| Madison Wealth Partners, Inc | 3.26% | Add +0.8% | 187,028 | $11.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.07% | Reduce -9.0% | 187,012 | $11.7M |
| GFS Advisors, LLC | 1.77% | Reduce -1.3% | 186,726 | $11.6M |
| Hopwood Financial Services, Inc. | 8.74% | — | 185,076 | $11.5M |
| Choate Investment Advisors | 0.28% | Add +2.5% | 184,725 | $11.5M |
| Riggs Asset Managment Co. Inc. | 3.07% | Add +1.6% | 184,702 | $11.5M |
| First Bank & Trust | 2.20% | Add +0.7% | 184,192 | $11.5M |
| Affiance Financial, LLC | 2.74% | Reduce -3.1% | 183,862 | $11.5M |
| Pachira Investments Inc. | 6.83% | Add +4.0% | 179,509 | $11.2M |
| Mayflower Financial Advisors, LLC | 1.66% | Reduce -1.1% | 178,667 | $11.1M |
| Penserra Capital Management LLC | 0.20% | Add +70.0% | 178,371 | $11.1M |
| Principal Securities, Inc. | 0.25% | Add +7.7% | 178,111 | $11.1M |
| Vision Capital Management, Inc. | 1.62% | Reduce -1.3% | 176,968 | $11.0M |
| Enclave Advisors LLC | 1.81% | Add +62.4% | 176,965 | $11.0M |
| Omega Financial Group, LLC | 4.17% | Add +1.8% | 176,813 | $11.0M |
| Naples Global Advisors, LLC | 1.03% | Add +5.4% | 176,777 | $11.0M |
| Coyle Financial Counsel LLC | 3.43% | Add +25.1% | 173,734 | $10.8M |
| MTC Wealth Management LLC | 5.20% | Reduce -2.5% | 173,402 | $10.8M |
| Synovus Financial Corp. | 0.14% | Add +2.6% | 173,151 | $10.8M |
| Precedent Wealth Partners, LLC | 3.51% | Reduce -20.7% | 172,728 | $10.8M |
| Matrix Private Capital Group LLC | 6.12% | Add +2.8% | 172,271 | $10.7M |
| Partnership Wealth Management, LLC | 8.92% | Add +16.4% | 172,041 | $10.7M |
| Commerce Bank | 0.07% | Reduce -1.6% | 171,912 | $10.7M |
| Certified Advisory Corp | 1.16% | Add +2.5% | 170,862 | $10.6M |
| Evercore Wealth Management, LLC | 0.16% | Reduce -3.6% | 170,353 | $10.6M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.31% | Add +4.5% | 170,049 | $10.6M |
| Union Savings Bank | 5.17% | Reduce -1.8% | 168,665 | $10.5M |
| IFG Advisors, LLC | 2.08% | Add +6.8% | 168,255 | $10.5M |
| Orrstown Financial Services Inc. | 2.80% | Reduce -1.2% | 167,348 | $10.4M |
| NorthCrest Asset Manangement, LLC | 0.31% | Reduce -0.8% | 166,842 | $10.4M |
| NewEdge Wealth, LLC | 0.18% | Add +15.7% | 166,588 | $10.4M |
| Global Wealth Management Investment Advisory, Inc. | 2.14% | Add +3.8% | 166,266 | $10.4M |
| RiverGlades Family Offices LLC | 7.39% | Add +0.6% | 166,186 | $10.4M |
| Carr Financial Group Corp | 3.23% | Add +4.3% | 165,099 | $10.3M |
| Cahill Financial Advisors Inc. | 1.39% | Add +14.6% | 164,927 | $10.3M |
| Proffitt & Goodson Inc. | 1.70% | Add +2.3% | 164,638 | $10.3M |
| Crestmont Private Wealth LLC | 4.61% | Add +2.3% | 164,549 | $10.3M |
| Moneywise, Inc. | 5.14% | Add +500.8% | 164,454 | $10.2M |
| Fairway Wealth LLC | 4.61% | Add +17.8% | 164,192 | $10.2M |
| TAP Consulting, LLC | 2.09% | Add +2.4% | 164,087 | $10.2M |
| Unionview, LLC | 7.47% | Add +194.5% | 163,345 | $10.2M |
| Community Bank, N.A. | 1.30% | Reduce -0.3% | 163,220 | $10.2M |
| Campion Asset Management | 7.67% | Add +7.9% | 162,920 | $10.2M |
| Bremer Bank National Association | 2.00% | Reduce -1.5% | 162,392 | $10.1M |
| NTV Asset Management LLC | 1.33% | Reduce -4.8% | 161,736 | $10.1M |
| Telos Capital Management, Inc. | 1.07% | Add +4.9% | 161,266 | $10.0M |
| Cambiar Investors LLC | 0.40% | Add +345.4% | 161,143 | $10.0M |
| DAVENPORT & Co LLC | 0.06% | Add +2.5% | 160,583 | $10.0M |
| Physician Wealth Advisors, Inc. | 1.68% | Add +2.5% | 159,909 | $10.0M |
| First Citizens Bank & Trust Co. | 0.18% | Reduce -2.2% | 159,548 | $9.9M |
| St. Louis Trust Co | 1.42% | No change | 159,475 | $9.9M |
| Great Valley Advisor Group, Inc. | 0.22% | Add +15.1% | 159,271 | $9.9M |
| Vanguard Group Inc. | 0.00% | Add +4.2% | 159,149 | $9.9M |
| Rhumbline Advisers | 0.01% | Reduce -8.2% | 158,398 | $9.9M |
| JSF Financial, LLC | 2.63% | Reduce -5.6% | 158,096 | $9.9M |
| Ellis Investment Partners, LLC | 1.94% | Add +1.4% | 157,815 | $9.8M |
| SoundView Advisors Inc. | 4.05% | — | 157,584 | $9.8M |
| Asset Allocation Strategies LLC | 2.35% | Add +7.9% | 154,349 | $9.8M |
| Eastern Bank | 0.18% | Add +6.3% | 156,921 | $9.8M |
| Founders Financial Securities LLC | 0.87% | Add +1.9% | 154,261 | $9.6M |
| Associated Banc-Corp | 0.29% | Add +0.5% | 153,685 | $9.6M |
| 1 North Wealth Services LLC | 4.05% | — | 153,538 | $9.6M |
| Atria Investments, Inc | 0.12% | Reduce -2.9% | 152,935 | $9.5M |
| Country Club Bank | 0.63% | Add +0.9% | 151,791 | $9.4M |
| Dorsey & Whitney Trust CO LLC | 0.52% | Add +2.8% | 151,399 | $9.4M |
| Zacks Investment Management | 0.09% | Add +6.3% | 151,238 | $9.4M |
| Parallel Advisors, LLC | 0.21% | Reduce -0.8% | 151,016 | $9.4M |
| Idaho Trust Co | 4.73% | Reduce -2.6% | 150,509 | $9.4M |
| Ramsay, Stattman, Vela & Price, Inc. | 1.74% | Reduce -0.9% | 150,411 | $9.4M |
| Stratos Investment Management, LLC | 0.56% | Add +0.0% | 150,302 | $9.4M |
| Little House Capital LLC | 2.67% | Add +0.8% | 150,160 | $9.4M |
| Mission Creek Capital Partners, Inc. | 2.03% | Reduce -0.3% | 148,991 | $9.3M |
| Dentgroup LLC | 7.08% | Add +14.9% | 148,699 | $9.3M |
| CX Institutional | 0.37% | Add +12.2% | 148,018 | $9.2M |
| National Philanthropic Trust | 0.13% | Reduce -5.3% | 147,874 | $9.2M |
| BlueChip Wealth Advisors LLC | 5.10% | Add +1.3% | 147,489 | $9.2M |
| Colton Groome Financial Advisors, LLC | 3.51% | Add +5.7% | 147,444 | $9.2M |
| New Hampshire Trust | 1.93% | Add +0.3% | 146,728 | $9.1M |
| Peoples Bank | 5.37% | Reduce -3.9% | 146,311 | $9.1M |
| Harbor Advisory Corp. | 2.99% | Add +1.5% | 146,162 | $9.1M |
| HB Wealth Management, LLC | 0.09% | Add +17.9% | 145,355 | $9.1M |
| Kingsview Wealth Management, LLC | 0.18% | Add +5.8% | 144,967 | $9.0M |
| Wesbanco Bank Inc. | 0.31% | Reduce -2.7% | 144,903 | $9.0M |
| Hilltop Partners LLC | 3.07% | Reduce -22.4% | 144,678 | $9.0M |
| Prime Capital Investment Advisors, LLC | 0.13% | Add +1.9% | 144,649 | $9.0M |
| Avid Wealth Partners LLC | 6.39% | Add +52.0% | 144,386 | $9.0M |
| Rossmore Private Capital | 1.11% | Add +3.5% | 144,383 | $9.0M |
| TruWealth Advisors, LLC | 0.54% | Add +3.2% | 144,278 | $9.0M |
| Hiley Hunt Wealth Management | 4.97% | Add +1.5% | 143,830 | $9.0M |
| SPC Financial, Inc. | 0.78% | Add +10.5% | 143,277 | $8.9M |
| Finley Financial, LLC | 4.63% | — | 139,275 | $8.9M |
| SageView Advisory Group, LLC | 0.38% | Add +362.9% | 142,580 | $8.9M |
| J.W. Cole Advisors, Inc. | 0.36% | Reduce -2.5% | 141,504 | $8.8M |
| Sandbox Financial Partners, LLC | 2.93% | Reduce -23.2% | 140,937 | $8.8M |
| Lake Street Private Wealth, LLC | 1.41% | Add +9.3% | 140,732 | $8.8M |
| KOM Wealth Management Group, LLC | 6.45% | Add +4.4% | 140,116 | $8.7M |
| Elyxium Wealth, LLC | 5.32% | Add +27.6% | 140,054 | $8.7M |
| Baker Tilly Wealth Management, LLC | 3.41% | Reduce -2.2% | 139,555 | $8.7M |
| Independent Solutions Wealth Management, LLC | 1.90% | Reduce -18.4% | 139,521 | $8.7M |
| Lindbrook Capital, LLC | 0.78% | Reduce -8.6% | 139,230 | $8.7M |
| YANKCOM Partnership | 4.61% | — | 138,420 | $8.6M |
| IFP Advisors, Inc | 0.28% | Add +4.4% | 137,760 | $8.6M |
| Better Money Decisions, LLC | 5.93% | Add +2.1% | 137,362 | $8.6M |
| Burke & Herbert Bank & Trust Co. | 2.02% | Add +0.6% | 137,014 | $8.5M |
| Bordeaux Wealth Advisors LLC | 1.36% | Reduce -0.6% | 136,175 | $8.5M |
| Mgo One Seven LLC | 0.33% | Add +6.8% | 135,794 | $8.5M |
| AtlasMark Financial, Inc | 7.76% | Add +2.5% | 135,564 | $8.4M |
| Lee, Kelleher & Klein Wealth Management | 5.96% | — | 134,247 | $8.4M |
| Cullen/Frost Bankers, Inc. | 0.11% | Reduce -10.1% | 133,300 | $8.3M |
| Tectonic Advisors LLC | 0.54% | Add +3.0% | 133,068 | $8.3M |
| Eldridge Investment Advisors, Inc. | 1.93% | Add +0.7% | 132,956 | $8.3M |
| StrongBox Wealth, LLC | 3.50% | Add +4.1% | 132,626 | $8.3M |
| GHP Investment Advisors, Inc. | 0.38% | Reduce -0.1% | 132,069 | $8.2M |
| Nwam LLC | 0.51% | Add +10.2% | 132,015 | $8.2M |
| Jefferies Financial Group Inc. | 0.10% | Add +21.2% | 131,964 | $8.2M |
| Destiny Capital Corp | 4.98% | Add +0.1% | 131,743 | $8.2M |
| Pettyjohn, Wood & White, Inc. | 1.50% | Add +4.0% | 131,582 | $8.2M |
| Montis Financial, LLC | 2.51% | Add +2.4% | 130,634 | $8.1M |
| Magnolia Capital Management Ltd. | 6.45% | Reduce -0.1% | 130,340 | $8.1M |
| Farther Finance Advisors, LLC | 0.29% | Reduce -1.5% | 130,175 | $8.1M |
| Novare Capital Management LLC | 0.68% | Add +10.7% | 129,554 | $8.1M |
| RFP Financial Group LLC | 3.14% | Add +3.5% | 129,224 | $8.1M |
| Citizens National Bank Trust Department | 1.70% | Add +2.9% | 128,786 | $8.0M |
| ORG Partners LLC | 1.11% | Add +103.4% | 128,732 | $8.0M |
| Panoramic Capital Partners, LLC | 7.04% | — | 128,617 | $8.0M |
| Richwood Investment Advisors, LLC | 6.67% | Add +1.9% | 128,343 | $8.0M |
| World Investment Advisors | 0.22% | Add +45.7% | 128,280 | $8.0M |
| Ullmann Wealth Partners Group, LLC | 1.03% | Reduce -1.7% | 128,210 | $8.0M |
| Advisory Alpha, LLC | 0.28% | Add +0.1% | 128,083 | $8.0M |
| Alley Investment Management Company, LLC | 1.01% | Add +0.7% | 128,068 | $8.0M |
| Lebenthal Global Advisors, LLC | 1.45% | Add +34.4% | 127,844 | $8.0M |
| MetLife Investment Management, LLC | 0.04% | Reduce -1.8% | 127,520 | $7.9M |
| Stratos Wealth Advisors, LLC | 0.38% | Reduce -8.1% | 127,464 | $7.9M |
| GC Wealth Management RIA, LLC | 1.38% | No change | 125,969 | $7.8M |
| Atticus Wealth Management, LLC | 2.43% | Add +2.9% | 125,310 | $7.8M |
| Cahill Wealth Management, LLC | 3.97% | Add +0.0% | 125,051 | $7.8M |
| Caldwell Trust Co | 0.81% | Add +9.5% | 124,637 | $7.8M |
| Olympus Wealth Management, LLC | 2.81% | New | 123,971 | $7.7M |
| First National Bank of Hutchinson | 4.62% | Reduce -1.7% | 122,570 | $7.6M |
| Pinnacle Bancorp, Inc. | 2.48% | Add +1.9% | 122,248 | $7.6M |
| Strategic Financial Concepts, LLC | 1.46% | Add +69.0% | 121,877 | $7.6M |
| Canal Capital Management, LLC | 1.23% | Add +0.5% | 121,512 | $7.6M |
| KFA Private Wealth Group, LLC | 3.17% | Add +29.1% | 121,470 | $7.6M |
| Topel & Distasi Wealth Management, LLC | 3.24% | Add +0.6% | 121,375 | $7.6M |
| Affinity Capital Advisors, LLC | 1.42% | Add +8.0% | 120,634 | $7.6M |
| Chevy Chase Trust Holdings, LLC | 0.02% | Add +1.0% | 121,116 | $7.5M |
| Lynx Investment Advisory | 5.14% | Add +15.0% | 120,915 | $7.5M |
| Mascoma Wealth Management LLC | 1.89% | Reduce -2.0% | 120,533 | $7.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.15% | Reduce -7.4% | 120,324 | $7.5M |
| Fiduciary Group, LLC | 0.74% | Reduce -7.2% | 118,864 | $7.4M |
| Alliance Wealth Advisors, LLC | 4.24% | Add +2.6% | 118,794 | $7.4M |
| Watchman Group, Inc. | 1.93% | Reduce -1.1% | 118,078 | $7.4M |
| Global Wealth Management, LLC | 4.69% | Add +1.8% | 117,928 | $7.3M |
| Exencial Wealth Advisors, LLC | 0.27% | Reduce -0.5% | 117,452 | $7.3M |
| Level Four Advisory Services, LLC | 0.30% | Reduce -1.1% | 117,213 | $7.3M |
| Meridian Financial Advisors, LLC | 5.04% | Reduce -1.4% | 117,057 | $7.3M |
| Peapack Gladstone Financial Corp. | 0.11% | Reduce -0.3% | 117,047 | $7.3M |
| Pennsylvania Capital Management Inc. | 2.51% | Add +6.5% | 116,998 | $7.3M |
| Rogco, LP | 2.97% | Reduce -2.3% | 116,823 | $7.3M |
| Client First Capital LLC | 3.73% | Add +11.3% | 116,521 | $7.3M |
| Ewa, LLC | 2.72% | Add +1.4% | 116,220 | $7.2M |
| SlateStone Wealth, LLC | 0.71% | Add +13.0% | 116,011 | $7.2M |
| Capital Investment Advisory Services, LLC | 0.69% | Reduce -1.2% | 115,748 | $7.2M |
| ADG Wealth Management Group, LLC | 6.38% | — | 115,317 | $7.2M |
| Triangle Securities Wealth Management | 1.84% | Add +4.1% | 115,083 | $7.2M |
| Mutual Advisors, LLC | 0.21% | Add +7.3% | 111,192 | $7.2M |
| Birch Hill Investment Advisors LLC | 0.33% | Add +5.2% | 114,829 | $7.2M |
| Wescott Financial Advisory Group, LLC | 0.74% | Add +1.6% | 114,025 | $7.1M |
| PCA Investment Advisory Services Inc. | 3.27% | Add +0.7% | 113,358 | $7.1M |
| Boltwood Capital Management | 2.15% | Reduce -0.7% | 113,345 | $7.1M |
| Sterling Investment Advisors LLC | 4.11% | Reduce -3.6% | 112,956 | $7.0M |
| Prospera Financial Services Inc | 0.16% | Add +0.6% | 112,589 | $7.0M |
| Bank of Hawaii | 0.39% | Reduce -6.7% | 112,425 | $7.0M |
| IFS Advisors, LLC | 5.45% | Reduce -2.5% | 111,182 | $6.9M |
| Afg Fiduciary Services Limited Partnership | 4.91% | Reduce -1.1% | 107,928 | $6.9M |
| Flagstar Securities, Inc. | 1.71% | Reduce -2.5% | 109,874 | $6.8M |
| JPL Wealth Management, LLC | 1.96% | — | 109,634 | $6.8M |
| GenTrust, LLC | 0.30% | Reduce -2.5% | 109,630 | $6.8M |
| Rehmann Capital Advisory Group | 0.43% | Add +5.5% | 109,609 | $6.8M |
| Private Trust Co. NA | 0.70% | Reduce -7.2% | 109,244 | $6.8M |
| Legacy Trust | 1.58% | Add +2.2% | 109,055 | $6.8M |
| Belpointe Asset Management LLC | 0.41% | Reduce -18.2% | 109,508 | $6.8M |
| Quad-Cities Investment Group, LLC | 3.32% | Add +4.3% | 108,508 | $6.8M |
| Boyd Wealth Management, LLC | 3.33% | Reduce -38.6% | 108,379 | $6.8M |
| Buckingham Capital Management, Inc. | 0.77% | Reduce -4.7% | 108,203 | $6.7M |
| Peninsula Wealth, LLC | 1.15% | Reduce -44.5% | 108,066 | $6.7M |
| National Bank of Canada | 0.01% | Add +17.3% | 107,879 | $6.7M |
| Pettinga Financial Advisors LLC | 1.52% | Add +0.3% | 107,663 | $6.7M |
| Sheets Smith Wealth Management | 0.82% | Add +0.0% | 107,256 | $6.7M |
| Aptus Capital Advisors, LLC | 0.08% | Add +283.2% | 106,879 | $6.7M |
| Financial Council, LLC | 3.43% | Add +1.5% | 106,847 | $6.7M |
| American National Bank & Trust | 0.74% | Reduce -2.7% | 106,634 | $6.6M |
| Abundance Wealth Counselors | 1.45% | Reduce -2.5% | 106,560 | $6.6M |
| Smith Shellnut Wilson LLC | 2.94% | Add +1.1% | 106,541 | $6.6M |
| Essex Financial Services, Inc. | 0.47% | Reduce -0.8% | 106,505 | $6.6M |
| StoneX Group Inc. | 0.36% | Add +47.4% | 106,355 | $6.6M |
| Richardson Capital Management LLC | 4.21% | Add +10.8% | 106,118 | $6.6M |
| Clarus Wealth Advisors | 3.28% | Add +6.9% | 105,715 | $6.6M |
| EPG Wealth Management LLC | 1.72% | Reduce -8.4% | 104,899 | $6.5M |
| SOL Capital Management CO | 0.72% | Add +2.6% | 104,404 | $6.5M |
| Snowden Capital Advisors LLC | 0.20% | Add +3.8% | 104,307 | $6.5M |
| Cottage Street Advisors LLC | 3.37% | Reduce -0.3% | 103,978 | $6.5M |
| Transcendent Capital Group LLC | 3.34% | Add +11.6% | 103,629 | $6.5M |
| Mather Group, Llc. | 0.08% | Reduce -5.5% | 103,045 | $6.4M |
| Alpha Financial Partners LLC | 5.03% | Add +2054.7% | 102,091 | $6.4M |
| FRG Family Wealth Advisors LLC | 1.15% | No change | 101,940 | $6.4M |
| CreativeOne Wealth, LLC | 0.19% | Reduce -6.1% | 101,755 | $6.3M |
| Flagship Private Wealth, LLC | 3.05% | Add +9.2% | 101,632 | $6.3M |
| Rice Partnership, LLC | 1.21% | New | 101,574 | $6.3M |
| Provenance Wealth Advisors, LLC | 0.82% | Add +1479.2% | 101,415 | $6.3M |
| Wintrust Investments LLC | 5.55% | Add +2.0% | 101,204 | $6.3M |
| Sterling Investment Counsel, LLC | 4.16% | Reduce -40.6% | 101,084 | $6.3M |
| Regal Investment Advisors LLC | 0.47% | Reduce -5.3% | 100,528 | $6.3M |
| Vectors Research Management, LLC | 2.13% | Add +37.5% | 100,524 | $6.3M |
| Wrapmanager Inc. | 1.60% | Add +1.9% | 100,347 | $6.3M |
| Rathbones Group PLC | 0.03% | Add +5.4% | 100,235 | $6.2M |
| Bigelow Investment Advisors, LLC | 2.92% | Reduce -2.8% | 100,054 | $6.2M |
| Old National Bancorp | 0.15% | Add +2.9% | 100,040 | $6.2M |
| Avior Wealth Management, LLC | 0.23% | Reduce -9.1% | 99,772 | $6.2M |
| BayBridge Capital Group, LLC | 4.51% | Add +1.6% | 99,729 | $6.2M |
| Creekmur Asset Management LLC | 1.42% | Add +42.1% | 99,485 | $6.2M |
| Arete Wealth Advisors, LLC | 0.45% | Add +28.2% | 99,118 | $6.2M |
| Creative Financial Designs Inc. | 0.50% | Add +0.7% | 99,090 | $6.2M |
| Councilor Wealth, LLC | 2.93% | Add +0.2% | 98,963 | $6.2M |
| Fifth Third Securities, Inc. | 0.52% | Add +15.9% | 98,910 | $6.2M |
| STAR Financial Bank | 4.43% | Reduce -23.4% | 98,770 | $6.2M |
| Exchange Capital Management, Inc. | 0.98% | Reduce -12.0% | 98,694 | $6.1M |
| Arrowroot Family Office, LLC | 3.17% | Add +6.7% | 97,968 | $6.1M |
| Composition Wealth, LLC | 0.12% | Add +39.5% | 97,414 | $6.1M |
| City Holding Co. | 0.86% | Add +11.3% | 97,310 | $6.1M |
| Econ Financial Services Corp | 3.47% | Add +54.8% | 97,057 | $6.0M |
| Neuberger Berman Group LLC | 0.00% | Add +57.0% | 96,700 | $6.0M |
| Merit Financial Group, LLC | 0.11% | Add +18.9% | 96,588 | $6.0M |
| Pitcairn Co. | 0.35% | Reduce -1.0% | 96,280 | $6.0M |
| Cary Street Partners Financial LLC | 0.19% | — | 95,123 | $5.9M |
| 2UniFi Bank | 3.94% | — | 94,866 | $5.9M |
| Bellwether Advisors, LLC | 1.05% | Reduce -0.3% | 94,455 | $5.9M |
| Twin Focus Capital Partners, LLC | 0.87% | Reduce -2.6% | 93,983 | $5.9M |
| Pure Financial Advisors, LLC | 0.13% | Reduce -1.3% | 93,673 | $5.8M |
| CGC Financial Services, LLC | 2.33% | Add +18.8% | 93,672 | $5.8M |
| Stephenson & Company, Inc. | 3.93% | Add +4.7% | 93,663 | $5.8M |
| Centennial Bank | 2.75% | Reduce -1.1% | 93,599 | $5.8M |
| Hengehold Capital Management LLC | 0.55% | Add +10.2% | 93,203 | $5.8M |
| Flagship Harbor Advisors, LLC | 0.30% | Add +29.2% | 92,874 | $5.8M |
| Brass Tax Wealth Management, Inc. | 1.21% | Add +17.6% | 92,631 | $5.8M |
| American Century Companies Inc. | 0.00% | Add +9.1% | 92,600 | $5.8M |
| Fca Corp. | 1.79% | Add +0.6% | 92,243 | $5.7M |
| InvesTrust | 1.59% | — | 91,998 | $5.7M |
| SG Americas Securities, LLC | 0.03% | Add +394.1% | 91,336 | $5.7M |
| Bricktown Capital, LLC | 1.19% | No change | 91,250 | $5.7M |
| New England Asset Management Inc. | 1.02% | Add +444.3% | 91,165 | $5.7M |
| State of Wisconsin Investment Board | 0.01% | Add +146.5% | 91,120 | $5.7M |
| Bright Financial Advisors, Inc. | 3.56% | Reduce -3.4% | 91,017 | $5.7M |
| Evergreen Capital Management LLC | 0.18% | Reduce -0.3% | 90,626 | $5.6M |
| Dakota Wealth Management | 0.13% | Add +0.0% | 90,443 | $5.6M |
| Old Mission Investment Co LLC | 1.68% | Reduce -2.0% | 90,428 | $5.6M |
| Cascade Wealth Advisors, Inc | 3.81% | Add +5.5% | 90,249 | $5.6M |
| CENTRAL TRUST Co | 0.14% | Add +2.6% | 90,212 | $5.6M |
| Jacobi Capital Management LLC | 0.42% | Add +5.2% | 90,180 | $5.6M |
| Guardian Asset Advisors, LLC | 3.60% | Add +5.2% | 90,015 | $5.6M |
| First Merchants Corp. | 0.22% | Add +1.2% | 89,850 | $5.6M |
| Parsons Capital Management Inc. | 0.30% | Reduce -3.1% | 89,768 | $5.6M |
| Sandy Cove Advisors, LLC | 2.20% | Add +0.6% | 89,757 | $5.6M |
| Opes Wealth Management LLC | 1.14% | Add +3.4% | 89,287 | $5.6M |
| Global Trust Asset Management, LLC | 2.11% | Reduce -3.8% | 89,287 | $5.6M |
| Arkadios Wealth Advisors | 0.30% | Add +5.8% | 89,100 | $5.6M |
| Renaissance Technologies | 0.01% | Add +1000.0% | 89,100 | $5.6M |
| Middleton & Co. Inc. | 0.61% | Add +2.6% | 88,975 | $5.5M |
| B. Riley Wealth Advisors, Inc. | 0.18% | Reduce -6.4% | 88,914 | $5.5M |
| South Plains Financial, Inc. | 4.22% | — | 88,620 | $5.5M |
| Sage Financial Management Group, Inc. | 2.04% | Add +12.6% | 88,526 | $5.5M |
| Grey Ledge Advisors, LLC | 1.42% | Add +3.6% | 88,294 | $5.5M |
| Midwest Professional Planners, LTD. | 1.64% | Reduce -1.1% | 88,080 | $5.5M |
| Crestwood Advisors Group, LLC | 0.10% | Add +2.8% | 87,686 | $5.5M |
| Cornerstone Wealth Management, LLC | 0.37% | Add +3.0% | 87,450 | $5.4M |
| TCTC Holdings, LLC | 0.19% | Add +1.9% | 87,010 | $5.4M |
| LBMC Investment Advisors, LLC | 0.43% | Add +0.9% | 86,700 | $5.4M |
| Fidelis Capital Partners, LLC | 0.54% | Add +0.2% | 84,479 | $5.4M |
| RoundAngle Advisors LLC | 5.14% | — | 86,573 | $5.4M |
| David J Yvars Group | 3.28% | Add +1.5% | 86,262 | $5.4M |
| Flywheel Private Wealth LLC | 4.94% | — | 86,236 | $5.4M |
| Hi-Line Capital Management, LLC | 2.34% | New | 85,972 | $5.4M |
| IHT Wealth Management, LLC | 0.17% | Reduce -26.8% | 85,743 | $5.3M |
| Cranbrook Wealth Management, LLC | 1.24% | Reduce -3.2% | 85,547 | $5.3M |
| Dohj, LLC | 1.23% | Reduce -2.6% | 85,285 | $5.3M |
| Union Bancaire Privee, UBP SA | 0.10% | — | 85,295 | $5.3M |
| Sound Stewardship, LLC | 3.15% | Reduce -1.2% | 84,998 | $5.3M |
| Convergence Financial, LLC | 1.05% | Add +26.5% | 84,744 | $5.3M |
| Legacy Private Trust Co. | 0.35% | Reduce -1.0% | 84,687 | $5.3M |
| Pacific Financial Group Inc. | 3.90% | Reduce -1.8% | 84,416 | $5.3M |
| Greenfield Savings Bank | 2.52% | Add +1.9% | 84,208 | $5.2M |
| Muirfield Wealth Advisors LLC | 4.31% | Reduce -1.3% | 83,953 | $5.2M |
| Goldstein Advisors, LLC | 0.76% | Add +0.5% | 83,692 | $5.2M |
| Armbruster Capital Management, Inc. | 1.06% | Add +2.9% | 83,649 | $5.2M |
| Founders Grove Wealth Partners, LLC | 1.51% | — | 83,447 | $5.2M |
| Delta Wealth Advisors LLC | 4.87% | Reduce -15.2% | 82,917 | $5.2M |
| Sabal Trust CO | 0.30% | Reduce -7.7% | 82,471 | $5.1M |
| Castle Wealth Management LLC | 2.02% | Reduce -2.1% | 82,381 | $5.1M |
| Trust Co of the South | 1.04% | No change | 82,340 | $5.1M |
| Jmac Enterprises LLC | 0.80% | Add +23.9% | 81,906 | $5.1M |
| Colonial Trust Co / SC | 0.76% | Add +6.0% | 81,733 | $5.1M |
| Perritt Capital Management Inc | 2.64% | Add +0.6% | 81,629 | $5.1M |
| Rebalance, LLC | 0.38% | Reduce -2.2% | 81,412 | $5.1M |
| Securian Asset Management, Inc. | 0.15% | Reduce -1.6% | 81,410 | $5.1M |
| O'shaughnessy Asset Management, LLC | 0.04% | Add +139.3% | 81,399 | $5.1M |
| Brookstone Capital Management | 0.07% | Add +9.7% | 81,347 | $5.1M |
| Sonata Capital Group Inc. | 2.07% | No change | 80,333 | $5.0M |
| Leverty Financial Group, LLC | 2.54% | Reduce -1.7% | 79,973 | $5.0M |
| Venture Visionary Partners LLC | 0.21% | Add +1.2% | 79,913 | $5.0M |
| Money Concepts Capital Corp. | 0.37% | Add +3.9% | 79,760 | $5.0M |
| Wellspring Financial Advisors, LLC | 0.52% | Add +0.8% | 1,503,265 | $5.0M |
| MSH Capital Advisors LLC | 1.56% | Reduce -0.4% | 79,452 | $5.0M |
| CRA Financial Services, LLC | 0.85% | Add +0.9% | 79,244 | $4.9M |
| PFG Private Wealth Management, LLC | 2.81% | Add +1.2% | 79,102 | $4.9M |
| PFG Advisors | 0.30% | Reduce -3.8% | 79,021 | $4.9M |
| BSW Wealth Partners | 0.72% | Reduce -7.4% | 78,411 | $4.9M |
| USAdvisors Wealth Management, LLC | 1.59% | Reduce -4.7% | 78,334 | $4.9M |
| Birchbrook, Inc. | 2.77% | Add +1.2% | 78,179 | $4.9M |
| J. Safra Sarasin Holding AG | 0.08% | No change | 78,160 | $4.9M |
| Ellerson Group Inc. | 3.55% | Add +0.1% | 78,137 | $4.9M |
| First National Bank of Omaha | 0.32% | Reduce -2.9% | 78,048 | $4.9M |
| CVA Family Office, LLC | 0.77% | Add +1.3% | 77,756 | $4.8M |
| Brighton Jones LLC | 0.14% | Add +4.2% | 77,674 | $4.8M |
| Scarborough Advisors, LLC | 0.68% | New | 77,591 | $4.8M |
| Coign Capital Advisors LLC | 4.41% | — | 76,889 | $4.8M |
| Capital Advisory Group Advisory Services, LLC | 1.72% | Reduce -4.2% | 76,805 | $4.8M |
| Trust Co. of Oklahoma | 1.53% | Add +2.4% | 76,584 | $4.8M |
| Gries Financial LLC | 0.84% | Reduce -3.1% | 76,309 | $4.8M |
| Nepc LLC | 0.12% | Add +5.2% | 74,365 | $4.6M |
| Elevation Point Wealth Partners, LLC | 0.37% | Reduce -0.3% | 74,316 | $4.6M |
| Wedmont Private Capital | 0.24% | Add +3.6% | 74,799 | $4.6M |
| Alliance Wealth Management Group | 1.23% | Add +2.5% | 73,986 | $4.6M |
| FC Advisory LLC | 1.54% | Add +1.0% | 73,876 | $4.6M |
| Sather Financial Group Inc | 0.29% | No change | 73,836 | $4.6M |
| Hilltop Holdings Inc. | 0.29% | Add +5.3% | 73,598 | $4.6M |
| Concourse Financial Group Securities, Inc. | 0.26% | Reduce -3.0% | 70,024 | $4.6M |
| Fairvoy Private Wealth, LLC | 1.21% | — | 73,203 | $4.6M |
| Sterling Financial Planning, Inc. | 1.67% | Add +0.9% | 72,732 | $4.5M |
| Gryphon Financial Partners LLC | 0.65% | Add +4.4% | 72,388 | $4.5M |
| Aprio Wealth Management, LLC | 0.66% | Add +1.1% | 72,319 | $4.5M |
| Sebold Capital Management, Inc. | 3.00% | Reduce -0.2% | 71,746 | $4.5M |
| Accurate Wealth Management, LLC | 0.85% | Add +26.1% | 71,951 | $4.5M |
| Busey Bank | 0.15% | Add +6.0% | 71,354 | $4.4M |
| Summit Wealth Partners, LLC | 0.91% | Reduce -3.9% | 71,296 | $4.4M |
| Great Diamond Partners, LLC | 1.15% | Add +0.4% | 71,201 | $4.4M |
| United Bank | 1.87% | Add +3.3% | 71,065 | $4.4M |
| Forum Private Client Group LLC | 1.96% | Reduce -2.3% | 70,790 | $4.4M |
| Dale Q Rice Investment Management Ltd | 1.94% | — | 70,700 | $4.4M |
| Hilltop National Bank | 1.32% | Add +15.7% | 70,697 | $4.4M |
| Focus Partners Advisor Solutions, LLC | 0.07% | Add +9.9% | 70,536 | $4.4M |
| Rossby Financial, LCC | 2.78% | — | 70,281 | $4.4M |
| ProVise Management Group, LLC | 0.38% | Reduce -9.7% | 70,220 | $4.4M |
| Vestor Capital, LLC | 0.33% | Add +1.4% | 70,177 | $4.4M |
| Smith Anglin Financial, LLC | 0.41% | Add +0.5% | 69,338 | $4.3M |
| Heritage Investors Management Corp. | 0.14% | Add +1.7% | 69,225 | $4.3M |
| Maridea Wealth Management LLC | 1.39% | — | 69,012 | $4.3M |
| Foundry Financial Group, Inc. | 2.65% | Reduce -0.1% | 68,713 | $4.3M |
| Blake Schutter Theil Wealth Advisors, LLC | 4.51% | Add +0.5% | 68,588 | $4.3M |
| United Community Bank | 1.66% | Reduce -0.2% | 68,507 | $4.3M |
| River Wealth Advisors LLC | 0.57% | Reduce -0.8% | 68,484 | $4.3M |
| Beirne Wealth Consulting Services, LLC | 1.53% | Add +0.8% | 68,290 | $4.3M |
| Benchmark Financial Wealth Advisors, LLC | 1.36% | Reduce -1.0% | 68,282 | $4.3M |
| Cynosure Group, LLC | 0.63% | Reduce -0.2% | 68,030 | $4.2M |
| WCG Wealth Advisors LLC | 0.28% | Reduce -3.1% | 67,914 | $4.2M |
| Crew Capital Management, Ltd | 3.51% | Add +167.6% | 67,881 | $4.2M |
| Cozad Asset Management Inc. | 0.39% | Add +4.3% | 67,611 | $4.2M |
| Inman Jager Wealth Management, LLC | 3.28% | — | 67,610 | $4.2M |
| RDA Financial Network | 1.22% | Add +1.9% | 67,308 | $4.2M |
| Welch & Forbes LLC | 0.05% | Reduce -0.6% | 67,275 | $4.2M |
| Payden & Rygel | 0.36% | Add +0.4% | 67,053 | $4.2M |
| Ellevest, Inc. | 0.24% | Reduce -4.9% | 66,950 | $4.2M |
| Merkkuri Wealth Advisors LLC | 3.30% | Add +45.6% | 66,907 | $4.2M |
| Walkner Condon Financial Advisors LLC | 0.85% | Add +0.1% | 66,837 | $4.2M |
| Transcend Capital Advisors, LLC | 0.30% | Add +5.4% | 66,609 | $4.2M |
| HTG Investment Advisors, Inc. | 1.90% | Reduce -2.2% | 66,591 | $4.1M |
| Novem Group | 0.62% | — | 66,584 | $4.1M |
| Newman Dignan & Sheerar, Inc. | 1.06% | Add +1.4% | 66,566 | $4.1M |
| Vertex Planning Partners, LLC | 0.91% | Add +1266.2% | 66,549 | $4.1M |
| Central Bank & Trust Co. | 0.62% | Reduce -0.0% | 66,230 | $4.1M |
| Ieq Capital, LLC | 0.04% | Add +36.5% | 66,185 | $4.1M |
| LifeSteps Financial, Inc. | 3.16% | Reduce -1.2% | 66,107 | $4.1M |
| Townsquare Capital LLC | 0.05% | Add +7.2% | 66,092 | $4.1M |
| NBT Bank, N.A. | 0.29% | Add +0.4% | 66,087 | $4.1M |
| AA Financial Advisors, LLC | 1.10% | Add +3.3% | 65,915 | $4.1M |
| Moloney Securities Asset Management, LLC | 0.55% | Add +7.9% | 65,910 | $4.1M |
| Parisi Gray Wealth Management | 1.30% | Add +0.6% | 65,829 | $4.1M |
| Landmark Wealth Management, LLC | 1.81% | Reduce -3.6% | 65,635 | $4.1M |
| Verus Financial Partners, Inc. | 0.46% | Reduce -1.6% | 65,764 | $4.1M |
| Breakwater Capital Group | 0.81% | Reduce -2.2% | 65,268 | $4.1M |
| Kaydan Wealth Management, Inc. | 1.35% | Add +9.3% | 65,025 | $4.1M |
| Corebridge Financial, Inc. | 0.02% | Add +550.0% | 65,000 | $4.1M |
| ETF Store, Inc. | 5.02% | Reduce -31.1% | 64,994 | $4.0M |
| Palisade Asset Management, LLC | 0.41% | Add +5.0% | 64,948 | $4.0M |
| Laird Norton Wetherby Trust Company, LLC | 0.55% | No change | 64,825 | $4.0M |
| Aspiriant, LLC | 0.15% | Reduce -1.6% | 64,652 | $4.0M |
| Fortress Financial Solutions, LLC | 5.74% | — | 64,587 | $4.0M |
| Bryn Mawr Trust Advisors, LLC | 0.22% | Add +25.4% | 64,570 | $4.0M |
| Willis Johnson & Associates, Inc. | 0.31% | Reduce -1.5% | 64,447 | $4.0M |
| Greykasell Wealth Strategies, Inc. | 2.22% | — | 64,224 | $4.0M |
| SOA Wealth Advisors, LLC. | 0.74% | Reduce -3.2% | 64,219 | $4.0M |
| Kingswood Wealth Advisors, LLC | 0.30% | Add +70.6% | 64,017 | $4.0M |
| Quantinno Capital Management LP | 0.04% | Add +150.0% | 63,961 | $4.0M |
| Moller Wealth Partners | 1.05% | Reduce -4.2% | 63,854 | $4.0M |
| Callan Capital, LLC | 0.29% | No change | 63,829 | $4.0M |
| Keel Point, LLC | 0.32% | Add +20.9% | 63,590 | $4.0M |
| Greenwood Capital Associates LLC | 0.52% | Add +2.8% | 63,565 | $4.0M |
| Variant Private Wealth, LLC | 3.77% | — | 63,519 | $4.0M |
| Sowell Financial Services LLC | 0.21% | Reduce -34.4% | 63,449 | $4.0M |
| Alhambra Investment Management LLC | 2.03% | Add +5.2% | 63,395 | $4.0M |
| Silvia McColl Wealth Management, LLC | 2.95% | Add +2.2% | 63,141 | $3.9M |
| Joel Isaacson & Co., LLC | 0.18% | Add +6.6% | 62,925 | $3.9M |
| Stephens Inc. | 0.05% | Reduce -0.2% | 62,802 | $3.9M |
| Harbor Investment Advisory, LLC | 0.37% | Add +5.6% | 62,766 | $3.9M |
| Southeast Asset Advisors, LLC | 0.48% | New | 62,732 | $3.9M |
| MidAtlantic Capital Management, Inc. | 2.85% | Add +1.6% | 62,377 | $3.9M |
| Arcadia Wealth Management, LLC | 1.97% | Add +53.3% | 62,359 | $3.9M |
| Balanced Wealth Group LLC | 1.73% | Reduce -3.5% | 59,761 | $3.9M |
| Element Wealth, LLC | 2.01% | Add +1.0% | 61,675 | $3.8M |
| Nilsine Partners, LLC | 0.41% | Add +1.7% | 61,388 | $3.8M |
| Forza Wealth Management, LLC | 1.74% | Add +5.7% | 61,197 | $3.8M |
| 626 Financial, LLC | 2.06% | Reduce -37.7% | 61,176 | $3.8M |
| Parr McKnight Wealth Management Group, LLC | 0.54% | — | 60,553 | $3.8M |
| Agf Management Ltd. | 0.02% | Reduce -0.1% | 60,305 | $3.8M |
| Syntax Research, Inc. | 2.68% | Reduce -3.6% | 60,042 | $3.7M |
| Investment Advisory Group, LLC | 1.25% | Add +17.7% | 59,762 | $3.7M |
| Headinvest, LLC | 0.70% | Reduce -2.0% | 59,755 | $3.7M |
| Wealth Quarterback LLC | 1.75% | Reduce -45.7% | 59,678 | $3.7M |
| HM Payson & Co. | 0.06% | Add +7.6% | 59,300 | $3.7M |
| Bradley Foster & Sargent Inc. | 0.06% | Add +0.8% | 58,926 | $3.7M |
| Jaffetilchin Investment Partners, LLC | 0.27% | Reduce -0.1% | 58,893 | $3.7M |
| Sentinel Trust Co. Lba | 0.42% | Add +11.6% | 58,595 | $3.7M |
| Farmers Trust Co. | 0.68% | Reduce -0.6% | 58,537 | $3.6M |
| Geneos Wealth Management Inc. | 0.13% | Add +2.9% | 58,481 | $3.6M |
| Hirtle & Co., LLC | 0.18% | Add +1.4% | 58,451 | $3.6M |
| McGlone Suttner Wealth Management, Inc. | 0.61% | Add +16.6% | 58,450 | $3.6M |
| Perennial Investment Advisors, LLC | 0.43% | Reduce -5.9% | 58,327 | $3.6M |
| Old North State Trust, LLC | 2.31% | Add +107.1% | 58,204 | $3.6M |
| Wetzel Investment Advisors, Inc. | 1.80% | Reduce -0.5% | 57,974 | $3.6M |
| Wealthspan Partners, LLC | 1.72% | Reduce -0.1% | 57,953 | $3.6M |
| Sachetta, LLC | 1.40% | Add +2.9% | 56,921 | $3.5M |
| HighMark Wealth Management LLC | 2.04% | Reduce -19.1% | 56,889 | $3.5M |
| Astra Wealth Partners LLC | 3.33% | — | 56,711 | $3.5M |
| Allegheny Financial Group | 0.91% | Add +17.0% | 56,607 | $3.5M |
| Empower Advisory Group, LLC | 0.01% | Add +4.5% | 56,583 | $3.5M |
| IFC Advisors LLC | 0.77% | — | 56,357 | $3.5M |
| AE Wealth Management LLC | 0.03% | Reduce -6.9% | 56,338 | $3.5M |
| Capital Group Private Client Services, Inc. | 0.03% | Add +22.2% | 56,306 | $3.5M |
| Trinity Financial Advisors LLC | 1.33% | Reduce -36.8% | 56,230 | $3.5M |
| Wealth Alliance, LLC | 0.42% | Add +0.8% | 56,068 | $3.5M |
| Next Capital Management LLC | 1.43% | Add +4.0% | 55,967 | $3.5M |
| Bleakley Financial Group, LLC | 0.10% | Reduce -9.3% | 55,760 | $3.5M |
| Counterweight Ventures, LLC | 2.41% | Add +0.0% | 54,755 | $3.4M |
| Altfest L J & Co. Inc. | 0.43% | Add +1161.0% | 54,616 | $3.4M |
| Kopp Family Office, LLC | 2.15% | Add +9539.5% | 54,463 | $3.4M |
| Cornerstone Advisors Asset Management, LLC | 0.73% | Add +0.2% | 54,361 | $3.4M |
| UNIVEST FINANCIAL Corp | 0.21% | Reduce -7.5% | 54,267 | $3.4M |
| Boston Family Office LLC | 0.23% | Add +0.3% | 54,206 | $3.4M |
| Pension & Wealth Management Advisors, Inc. | 1.34% | Add +648.5% | 53,667 | $3.3M |
| Essential Planning, LLC. | 0.02% | New | 51,897 | $3.3M |
| New England Private Wealth Advisors LLC | 0.53% | Add +1.1% | 53,336 | $3.3M |
| Private Portfolio Partners LLC | 0.61% | Add +0.6% | 53,277 | $3.3M |
| Grey Fox Wealth Advisors, LLC | 0.91% | Add +0.3% | 53,042 | $3.3M |
| Joel Adams & Associates, Inc. | 2.98% | — | 52,661 | $3.3M |
| Claro Advisors Inc. | 0.44% | Add +4.4% | 52,361 | $3.3M |
| XY Planning Network, Inc. | 2.44% | — | 52,128 | $3.2M |
| Kickstand Ventures, Llc. | 0.83% | Reduce -6.8% | 51,918 | $3.2M |
| Crumly & Associates Inc. | 0.88% | Reduce -2.8% | 51,744 | $3.2M |
| Camden National Bank | 0.48% | Reduce -1.9% | 51,725 | $3.2M |
| Bowman & Co S.C. | 1.67% | Add +5.3% | 51,537 | $3.2M |
| Quadrature Capital Ltd | 0.06% | New | 51,525 | $3.2M |
| Deutsche Bank AG | 0.00% | Reduce -11.7% | 51,443 | $3.2M |
| C2C Wealth Management, LLC | 2.97% | No change | 51,410 | $3.2M |
| 360 Financial, Inc. | 1.15% | Add +6.0% | 51,251 | $3.2M |
| Stelac Advisory Services LLC | 1.24% | Add +38.2% | 51,185 | $3.2M |
| ForthRight Wealth Management, LLC | 1.06% | Reduce -3.0% | 51,079 | $3.2M |
| Financial Strategies Group, Inc. | 0.76% | Reduce -1.9% | 51,422 | $3.2M |
| Royal Harbor Partners, LLC | 1.19% | New | 50,527 | $3.1M |
| Quadcap Wealth Management, LLC | 0.46% | Reduce -6.7% | 50,471 | $3.1M |
| Mission Wealth Management, LP | 0.07% | Add +15.6% | 50,391 | $3.1M |
| Wealth Group Ltd | 0.91% | Reduce -3.7% | 50,327 | $3.1M |
| Cadence Bank | 0.21% | Reduce -2.1% | 50,306 | $3.1M |
| Strategic Blueprint, LLC | 0.19% | Add +2.3% | 50,197 | $3.1M |
| Laird Norton Wetherby Wealth Management, LLC | 0.15% | No change | 49,959 | $3.1M |
| Fairman Group, LLC | 2.54% | Add +6.0% | 49,558 | $3.1M |
| Golden State Wealth Management, LLC | 0.46% | — | 49,429 | $3.1M |
| Boston Research & Management Inc. | 0.75% | Reduce -1.1% | 49,184 | $3.1M |
| GW Henssler & Associates Ltd. | 0.17% | No change | 49,003 | $3.1M |
| Oakworth Capital, Inc. | 0.21% | Add +49.6% | 48,928 | $3.0M |
| Apollon Financial, LLC | 0.76% | Add +35.6% | 48,878 | $3.0M |
| Bank of New Hampshire | 0.78% | Add +0.1% | 48,872 | $3.0M |
| Patten Group, Inc. | 0.67% | Add +3.2% | 48,794 | $3.0M |
| Lyell Wealth Management, LP | 0.27% | Add +0.0% | 48,785 | $3.0M |
| Estate Counselors, LLC | 0.32% | Add +11.7% | 48,337 | $3.0M |
| Diversify Advisory Services, LLC | 0.17% | Add +14.1% | 48,657 | $3.0M |
| General Partner, Inc. | 1.81% | No change | 48,296 | $3.0M |
| Trivium Point Advisory, LLC | 0.38% | Add +146.8% | 48,136 | $3.0M |
| Birchcreek Wealth Management, LLC | 1.87% | Add +3.1% | 47,730 | $3.0M |
| Howard Financial Services, LTD. | 0.40% | Add +435.6% | 47,528 | $3.0M |
| Townsend Asset Management Corp. /NC/ | 1.07% | Reduce -0.6% | 47,112 | $2.9M |
| Heritage Wealth Management, Inc./Texas | 1.72% | Reduce -4.0% | 46,879 | $2.9M |
| Arbor Trust Wealth Advisors, LLC | 1.36% | Reduce -2.4% | 46,762 | $2.9M |
| Aua Capital Management, LLC | 1.84% | Reduce -21.1% | 45,985 | $2.9M |
| Investment Advisory Services Inc. /TX | 1.01% | Add +10.6% | 45,874 | $2.9M |
| Wedbush Securities Inc. | 0.10% | Add +3.8% | 45,610 | $2.8M |
| Betterment LLC | 0.01% | Add +13.4% | 45,318 | $2.8M |
| Delta Financial Advisors LLC | 1.05% | Add +6.4% | 45,306 | $2.8M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -34.8% | 45,238 | $2.8M |
| Continuum Advisory, LLC | 0.36% | Add +0.5% | 45,055 | $2.8M |
| SWP Financial LLC | 1.69% | Reduce -70.9% | 44,993 | $2.8M |
| Advus Financial Partners, LLC | 0.79% | Reduce -9.6% | 44,959 | $2.8M |
| HBK Sorce Advisory LLC | 0.08% | Add +1.1% | 44,656 | $2.8M |
| Apexium Financial, LP | 0.17% | Add +0.1% | 44,529 | $2.8M |
| Gainplan LLC | 1.05% | Add +11.1% | 44,527 | $2.8M |
| Willow Creek Wealth Management Inc. | 0.28% | Add +8.9% | 44,449 | $2.8M |
| Koshinski Asset Management, Inc. | 0.24% | Reduce -4.2% | 44,326 | $2.8M |
| Private Wealth Group, LLC | 1.35% | No change | 44,240 | $2.8M |
| Steigerwald, Gordon & Koch Inc. | 0.31% | Reduce -1.0% | 44,033 | $2.7M |
| Missouri Trust & Investment Co | 0.96% | Add +14.0% | 43,940 | $2.7M |
| Congress Park Capital LLC | 0.99% | Add +2.4% | 43,930 | $2.7M |
| SigFig Wealth Management, LLC | 0.10% | Reduce -3.7% | 43,868 | $2.7M |
| Clear Investment Research, LLC | 3.50% | Reduce -1.4% | 43,620 | $2.7M |
| Fulton Bank, N.A. | 0.10% | Add +20.3% | 43,579 | $2.7M |
| Premier Path Wealth Partners, LLC | 0.41% | Add +0.7% | 43,243 | $2.7M |
| Novak & Powell Financial Services, Inc. | 1.60% | Add +0.2% | 43,162 | $2.7M |
| Private Capital Management, LLC | 0.29% | Add +2.9% | 43,150 | $2.7M |
| SevenBridge Financial Group, LLC | 0.51% | Reduce -5.3% | 42,040 | $2.7M |
| Summit Investment Advisory Services, LLC | 1.38% | Reduce -0.9% | 43,035 | $2.7M |
| Silvercrest Asset Management Group LLC | 0.02% | Add +5.6% | 42,946 | $2.7M |
| Greystone Financial Group, LLC | 0.46% | Add +16.1% | 42,844 | $2.7M |
| Headlands Technologies LLC | 0.27% | Add +17964.6% | 42,813 | $2.7M |
| FLC Capital Advisors | 0.61% | Reduce -7.1% | 42,807 | $2.7M |
| Rialto Wealth Management, LLC | 0.87% | — | 42,408 | $2.6M |
| Vista Investment Management | 1.00% | Reduce -1.2% | 42,235 | $2.6M |
| ERn Financial, LLC | 0.39% | Reduce -0.5% | 42,177 | $2.6M |
| Sherman Asset Management, Inc. | 2.40% | — | 42,025 | $2.6M |
| Consolidated Portfolio Review Corp | 0.41% | Add +6.2% | 41,827 | $2.6M |
| Embree Financial Group | 0.44% | Add +0.0% | 41,744 | $2.6M |
| Rockwood Wealth Management, LLC | 0.28% | Add +16.1% | 41,766 | $2.6M |
| Ames National Corp. | 1.75% | — | 41,663 | $2.6M |
| Spectrum Asset Management, Inc. (NB/CA) | 1.16% | Add +1.9% | 41,481 | $2.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.21% | Add +321.6% | 41,244 | $2.6M |
| Diversified Portfolios, Inc. | 0.28% | Reduce -0.4% | 40,950 | $2.6M |
| Brady Family Wealth, LLC | 0.78% | Reduce -3.3% | 40,756 | $2.5M |
| Rik Saylor Financial, Inc. | 2.35% | — | 40,734 | $2.5M |
| Providence Capital Advisors, LLC | 0.51% | Reduce -4.1% | 40,675 | $2.5M |
| Center for Financial Planning, Inc. | 0.34% | Add +0.4% | 40,662 | $2.5M |
| Weinberger Asset Management, Inc | 1.06% | Reduce -2.3% | 40,607 | $2.5M |
| Capital Advisors, Ltd. LLC | 0.32% | Add +2.2% | 40,575 | $2.5M |
| Nikulski Financial, Inc. | 0.74% | Reduce -1.6% | 40,551 | $2.5M |
| Good Life Advisors, LLC | 0.18% | Reduce -69.9% | 40,389 | $2.5M |
| WorthPointe, LLC | 1.04% | Reduce -1.9% | 40,233 | $2.5M |
| Bensler, LLC | 0.30% | Reduce -0.4% | 40,119 | $2.5M |
| Stock Yards Bank & Trust Co. | 0.09% | Reduce -4.0% | 40,032 | $2.5M |
| Benjamin Edwards Inc. | 0.04% | Add +6.3% | 39,992 | $2.5M |
| Maple Capital Management, Inc. | 0.18% | Reduce -5.1% | 39,917 | $2.5M |
| Insight Advisors, LLC/ PA | 0.42% | Add +13.2% | 39,824 | $2.5M |
| NorthLanding Financial Partners, LLC | 2.49% | Add +1.0% | 39,653 | $2.5M |
| Ballew Advisors, Inc | 1.58% | Add +3.7% | 39,579 | $2.5M |
| GEM Asset Management, LLC | 1.37% | Add +0.4% | 39,449 | $2.5M |
| KCM Investment Advisors LLC | 0.09% | Add +0.3% | 39,375 | $2.5M |
| Broadview Financial Management, LLC | 1.75% | Reduce -1.3% | 39,293 | $2.4M |
| QRG Capital Management, Inc. | 0.03% | Add +7.4% | 39,112 | $2.4M |
| Bay Capital Advisors, LLC | 1.95% | — | 38,889 | $2.4M |
| 1834 Investment Advisors Co. | 0.31% | Reduce -0.5% | 38,873 | $2.4M |
| CoreFirst Bank & Trust | 1.43% | Add +7.3% | 38,595 | $2.4M |
| Enzi Wealth | 0.91% | Reduce -0.6% | 36,673 | $2.4M |
| Buffington Mohr McNeal | 0.40% | Reduce -17.1% | 38,511 | $2.4M |
| Gilbert & Cook, Inc. | 0.34% | Reduce -5.0% | 38,305 | $2.4M |
| EverSource Wealth Advisors, LLC | 0.13% | Add +3.6% | 38,223 | $2.4M |
| Oxford Financial Group, LTD. LLC | 0.15% | Add +33.3% | 38,175 | $2.4M |
| MY Wealth Management Inc. | 2.37% | No change | 38,055 | $2.4M |
| Verdence Capital Advisors LLC | 0.19% | Reduce -3.0% | 38,039 | $2.4M |
| Silver Oak Securities, Incorporated | 0.22% | Reduce -49.6% | 38,092 | $2.4M |
| Moors & Cabot, Inc. | 0.11% | Add +13.8% | 38,004 | $2.4M |
| High Net Worth Advisory Group LLC | 0.66% | Add +5.7% | 37,986 | $2.4M |
| Lakeshore Financial Planning, Inc. | 1.01% | Reduce -0.4% | 37,948 | $2.4M |
| SpringVest Wealth Management LLC | 2.03% | — | 37,941 | $2.4M |
| FAS Wealth Partners, Inc. | 0.20% | Add +0.5% | 37,897 | $2.4M |
| Canandaigua National Bank & Trust Co. | 0.23% | Add +3.8% | 37,840 | $2.4M |
| Petros Family Wealth, LLC | 2.55% | — | 37,825 | $2.4M |
| Prudential Financial Inc. | 0.00% | Reduce -73.4% | 37,780 | $2.4M |
| Triton Financial Group Inc | 1.47% | Reduce -2.9% | 37,721 | $2.4M |
| Antonelli Financial Advisors, LLC | 1.98% | — | 37,680 | $2.3M |
| Colony Family Offices, LLC | 0.74% | No change | 37,573 | $2.3M |
| Clay Northam Wealth Management, LLC | 1.51% | Add +26.9% | 37,570 | $2.3M |
| TD Waterhouse Canada Inc. | 0.02% | Add +3.3% | 37,377 | $2.3M |
| XML Financial, LLC | 0.21% | Add +23.1% | 37,285 | $2.3M |
| Fortitude Family Office, LLC | 0.83% | Reduce -6.1% | 37,276 | $2.3M |
| Carnegie Investment Counsel | 0.07% | Reduce -3.8% | 37,230 | $2.3M |
| KPP Advisory Services LLC | 0.55% | Reduce -14.3% | 37,168 | $2.3M |
| Foundations Investment Advisors, LLC | 0.04% | Add +64.3% | 37,150 | $2.3M |
| Clifford Swan Investment Counsel LLC | 0.08% | No change | 37,065 | $2.3M |
| Pitti Group Wealth Management, LLC | 2.33% | Add +434.7% | 36,943 | $2.3M |
| Letson Investment Management, Inc. | 0.93% | No change | 36,790 | $2.3M |
| Assetmark, Inc. | 0.01% | Add +62.8% | 36,684 | $2.3M |
| Intrua Financial, LLC | 0.37% | Reduce -6.7% | 36,667 | $2.3M |
| Astoria Strategic Wealth, Inc. | 0.68% | Add +0.0% | 36,547 | $2.3M |
| Amplius Wealth Advisors, LLC | 0.23% | Add +9.4% | 36,505 | $2.3M |
| Gotham Asset Management | 0.02% | Reduce -0.3% | 36,458 | $2.3M |
| Amara Financial, Llc. | 2.09% | Reduce -0.6% | 36,264 | $2.3M |
| Well Done, LLC | 0.41% | No change | 36,115 | $2.3M |
| Everpar Advisors LLC | 1.13% | Add +5.0% | 35,978 | $2.2M |
| waypoint wealth counsel | 1.46% | Add +0.3% | 35,972 | $2.2M |
| Opinicus Capital, Inc. | 1.89% | Reduce -2.1% | 35,950 | $2.2M |
| Washington Trust Bank | 0.21% | Reduce -1.0% | 35,840 | $2.2M |
| Triad Wealth Partners, LLC | 0.80% | Reduce -63.1% | 35,735 | $2.2M |
| CBIZ Investment Advisory Services, LLC | 0.11% | Reduce -9.0% | 35,644 | $2.2M |
| Bedel Financial Consulting, Inc. | 0.31% | Add +2.7% | 34,144 | $2.2M |
| Orion Capital Management LLC | 0.96% | Reduce -11.5% | 35,175 | $2.2M |
| Moneco Advisors, LLC | 0.23% | Add +137.7% | 35,081 | $2.2M |
| Prosperity Wealth Management, Inc. | 0.90% | Add +7.8% | 35,008 | $2.2M |
| Prosperity Financial Group, Inc. | 1.09% | Add +5.2% | 34,991 | $2.2M |
| Higgins & Schmidt Wealth Strategies LLC | 1.35% | Reduce -21.4% | 34,830 | $2.2M |
| Tepp RIA, LLC | 3.21% | — | 34,787 | $2.2M |
| Mullaney, Keating & Wright, Inc. | 1.46% | Add +64.9% | 34,700 | $2.2M |
| Arcadia Investment Advisors LLC | 1.18% | Reduce -0.5% | 34,670 | $2.2M |
| Biltmore Family Office, LLC | 0.36% | Reduce -21.4% | 34,649 | $2.2M |
| Noble Wealth Management PBC | 1.50% | — | 34,596 | $2.2M |
| Donaldson Capital Management, LLC | 0.08% | Add +16.1% | 34,551 | $2.2M |
| Baker Avenue Asset Management, LP | 0.07% | Reduce -6.3% | 34,456 | $2.1M |
| Liberty Square Wealth Partners LLC | 0.78% | — | 33,590 | $2.1M |
| Macroview Investment Management LLC | 2.17% | Add +2.8% | 34,326 | $2.1M |
| Taylor Financial Group, Inc. | 1.47% | Add +9.5% | 34,107 | $2.1M |
| Matauro, LLC | 0.46% | — | 34,100 | $2.1M |
| St. Clair Advisors, LLC | 0.61% | Add +0.1% | 34,076 | $2.1M |
| Roger Wittlin Investment Advisory, LLC | 1.19% | Add +0.4% | 33,972 | $2.1M |
| Leo Wealth, LLC | 0.19% | Add +4.9% | 33,680 | $2.1M |
| Evelyn Partners Investment Management Services Ltd | 0.36% | — | 33,500 | $2.1M |
| Campbell Wealth Management | 0.19% | Reduce -0.1% | 33,297 | $2.1M |
| Keeley-Teton Advisors, LLC | 0.24% | Reduce -11.9% | 33,283 | $2.1M |
| Mechanics Bank Trust Department | 0.28% | Reduce -1.6% | 33,270 | $2.1M |
| Wolf Group Capital Advisors | 1.00% | No change | 7,917 | $2.1M |
| Black Swift Group, LLC | 0.44% | Add +25.8% | 33,180 | $2.1M |
| National Wealth Management Group, LLC | 1.37% | Add +11.3% | 33,101 | $2.1M |
| Azimuth Capital Investment Management LLC | 0.08% | Reduce -4.3% | 33,060 | $2.1M |
| SeaBridge Investment Advisors LLC | 0.43% | No change | 33,000 | $2.1M |
| Revolve Wealth Partners, LLC | 0.30% | Reduce -0.1% | 32,853 | $2.0M |
| Tiemann Investment Advisors, LLC | 0.91% | Reduce -3.6% | 32,847 | $2.0M |
| Caprock Group, LLC | 0.07% | Reduce -0.4% | 32,797 | $2.0M |
| Philadelphia Trust Co. | 0.15% | Reduce -5.2% | 32,590 | $2.0M |
| Exchange Bank | 1.63% | Add +1.7% | 32,541 | $2.0M |
| Capital Management Associates, Inc | 0.76% | Reduce -10.1% | 32,539 | $2.0M |
| Kohmann Bosshard Financial Services, LLC | 0.24% | Reduce -8.0% | 32,429 | $2.0M |
| Evoke Wealth, LLC | 0.06% | Add +0.8% | 32,348 | $2.0M |
| BigSur Wealth Management LLC | 0.57% | No change | 32,250 | $2.0M |
| Regatta Capital Group, LLC | 0.39% | Reduce -0.9% | 32,176 | $2.0M |
| Brown Miller Wealth Management, LLC | 0.77% | Add +5.3% | 32,163 | $2.0M |
| Brightwater Advisory LLC | 1.57% | Reduce -1.6% | 32,162 | $2.0M |
| Parkside Financial Bank & Trust | 0.27% | Add +1.0% | 32,156 | $2.0M |
| Seeds Investor LLC | 0.57% | Add +28.2% | 31,947 | $2.0M |
| Harbour Capital Advisors, LLC | 0.44% | Add +4.6% | 31,605 | $2.0M |
| Tranquility Partners, LLC | 0.75% | Reduce -1.1% | 31,615 | $2.0M |
| RFG Advisory, LLC | 0.06% | Add +0.6% | 31,813 | $2.0M |
| Oldfather Financial Services, LLC | 0.76% | Reduce -3.9% | 31,811 | $2.0M |
| GM Advisory Group, LLC | 0.11% | Add +15.9% | 31,744 | $2.0M |
| Tyler-Stone Wealth Management | 0.35% | Add +1.5% | 31,601 | $2.0M |
| Glassman Wealth Services | 0.33% | Reduce -4.1% | 31,508 | $2.0M |
| LCNB Corp. | 0.71% | Reduce -2.5% | 31,440 | $2.0M |
| AQR Capital Management | 0.00% | Add +130.6% | 31,428 | $2.0M |
| Salem Investment Counselors Inc. | 0.06% | Add +1.8% | 31,280 | $1.9M |
| Rockland Trust Co. | 0.10% | Reduce -12.3% | 31,198 | $1.9M |
| Coppell Advisory Solutions LLC | 0.27% | Add +8.2% | 31,257 | $1.9M |
| SouthState Bank Corp | 0.13% | Add +12.9% | 31,001 | $1.9M |
| Corundum Group, Inc. | 0.72% | No change | 30,990 | $1.9M |
| Cowa, LLC | 0.94% | Reduce -0.7% | 30,946 | $1.9M |
| Ascent Wealth Partners, LLC | 0.26% | Add +2.0% | 30,870 | $1.9M |
| Beacon Bank & Trust | 0.45% | Add +4.0% | 30,830 | $1.9M |
| Three Seasons Wealth, LLC | 0.93% | Reduce -9.7% | 30,601 | $1.9M |
| Darden Wealth Group Inc | 1.29% | Reduce -0.6% | 30,518 | $1.9M |
| Park Place Capital Corp | 0.53% | Reduce -6.6% | 30,472 | $1.9M |
| Aaron Wealth Advisors LLC | 0.22% | Add +14.3% | 30,435 | $1.9M |
| Forte Asset Management LLC | 1.00% | Reduce -8.6% | 30,336 | $1.9M |
| Private Capital Management LLC | 0.38% | Add +2.0% | 30,315 | $1.9M |
| Ausdal Financial Partners, Inc. | 0.16% | Add +9.6% | 30,295 | $1.9M |
| Capital City Trust Co. | 0.47% | No change | 30,290 | $1.9M |
| Long Run Wealth Advisors, LLC | 0.45% | Reduce -1.5% | 30,290 | $1.9M |
| TrinityPoint Wealth, LLC | 0.27% | Add +3.3% | 30,277 | $1.9M |
| Forefront Wealth Partners, LLC | 1.40% | — | 30,096 | $1.9M |
| Objective Capital Management, LLC | 1.25% | Add +2.9% | 30,094 | $1.9M |
| Newport Capital Group, LLC | 1.38% | Reduce -2.3% | 30,036 | $1.9M |
| CWA Asset Management Group, LLC | 0.09% | Add +52.8% | 29,957 | $1.9M |
| Glass Jacobson Investment Advisors llc | 0.61% | Reduce -1.1% | 29,770 | $1.9M |
| Ignite Planners, LLC | 0.41% | Reduce -2.6% | 29,454 | $1.9M |
| Finward Bancorp | 1.61% | — | 29,725 | $1.9M |
| Independent Family Office, LLC | 0.96% | Add +10.9% | 29,690 | $1.8M |
| First National Corp. /Ma/ | 0.42% | Add +6.9% | 29,605 | $1.8M |
| Investment Partners, LTD. | 0.76% | Reduce -6.0% | 29,598 | $1.8M |
| Teachers Insurance & Annuity Association of America | 2.43% | Reduce -3.9% | 29,479 | $1.8M |
| Carrera Capital Advisors | 0.43% | Reduce -16.4% | 29,363 | $1.8M |
| Cordgrass Capital Advisors, LLC | 0.53% | Add +17.1% | 29,361 | $1.8M |
| TFB Advisors LLC | 0.52% | Add +4.9% | 29,274 | $1.8M |
| Financial Partners Group, Inc | 0.27% | Add +3.5% | 29,211 | $1.8M |
| International Assets Investment Management, LLC | 0.15% | Add +4.6% | 29,041 | $1.8M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -7.5% | 28,891 | $1.8M |
| Berkshire Asset Management LLC | 0.09% | Reduce -1.1% | 27,530 | $1.8M |
| Thoroughbred Financial Services, LLC | 0.11% | Add +4.4% | 28,884 | $1.8M |
| Lane & Associates LLC | 0.93% | Add +10.0% | 27,688 | $1.8M |
| Heck Capital Advisors, LLC | 0.20% | Reduce -6.3% | 28,633 | $1.8M |
| Armstrong Advisory Group, Inc. | 0.14% | Add +0.2% | 28,492 | $1.8M |
| Vestmark Advisory Solutions, Inc. | 0.06% | Add +2.6% | 28,450 | $1.8M |
| Apex Wealth Management, LLC | 1.53% | — | 28,422 | $1.8M |
| Aft, Forsyth & Company, Inc. | 0.86% | Reduce -2.6% | 28,162 | $1.8M |
| Awm Capital, LLC | 0.21% | Reduce -0.0% | 28,106 | $1.8M |
| Guardian Wealth Advisors, LLC / NC | 0.14% | Add +194.0% | 27,953 | $1.7M |
| Cadinha & Co. LLC | 0.29% | Add +0.2% | 27,925 | $1.7M |
| Condor Capital Management | 0.15% | Reduce -4.8% | 27,870 | $1.7M |
| Redwood Wealth Management Group, LLC | 0.84% | Reduce -2.2% | 27,783 | $1.7M |
| Pps&v Asset Management Consultants, Inc. | 1.17% | Reduce -1.2% | 27,748 | $1.7M |
| Sunbelt Securities, Inc. | 0.15% | Add +17.1% | 27,703 | $1.7M |
| Daymark Wealth Partners, LLC | 0.07% | Reduce -2.4% | 27,460 | $1.7M |
| Grant/GrossMendelsohn, LLC | 0.89% | Add +1.3% | 27,350 | $1.7M |
| Family Firm, Inc. | 0.38% | Add +0.4% | 27,214 | $1.7M |
| WP Advisors, LLC | 0.56% | Add +0.4% | 27,194 | $1.7M |
| Cooper Financial Group | 0.20% | Reduce -3.5% | 27,146 | $1.7M |
| First County Bank | 0.94% | Reduce -1.8% | 27,008 | $1.7M |
| Chapin Davis, Inc. | 0.55% | No change | 26,953 | $1.7M |
| Connors Investor Services Inc. | 0.16% | Add +0.4% | 26,948 | $1.7M |
| VeraBank, N.A. | 0.47% | Reduce -6.5% | 26,770 | $1.7M |
| Napatree Capital LLC | 0.98% | Add +121.1% | 26,751 | $1.7M |
| KG Capital Management | 0.53% | Add +2.7% | 26,656 | $1.7M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.94% | Reduce -0.4% | 26,650 | $1.7M |
| One Wealth Advisors, LLC | 0.25% | Reduce -1.8% | 26,588 | $1.7M |
| FSC Wealth Advisors, LLC | 1.06% | Add +25.2% | 26,547 | $1.7M |
| NorthRock Partners, LLC | 0.05% | Reduce -8.9% | 26,547 | $1.7M |
| Sunpointe, LLC | 0.83% | Add +39.4% | 26,468 | $1.6M |
| Amarillo National Bank | 0.30% | Reduce -4.4% | 26,466 | $1.6M |
| Cosner Financial Group, LLC | 1.04% | No change | 26,455 | $1.6M |
| John W. Brooker & Co., CPAs | 0.71% | Add +6.3% | 26,418 | $1.6M |
| Empirical Asset Management, LLC | 0.54% | Add +2457.3% | 451,935 | $1.6M |
| Alexis Investment Partners, LLC | 0.80% | — | 26,200 | $1.6M |
| Manhattan West Asset Management, LLC | 0.44% | Reduce -1.9% | 26,040 | $1.6M |
| GAMMA Investing LLC | 0.14% | Reduce -0.6% | 25,970 | $1.6M |
| Mine & Arao Wealth Creation & Management, LLC. | 0.74% | Reduce -0.5% | 25,944 | $1.6M |
| Rothschild Wealth LLC | 0.47% | Reduce -65.7% | 25,921 | $1.6M |
| Baron Financial Group, LLC | 1.00% | Reduce -2.6% | 25,765 | $1.6M |
| M Holdings Securities, Inc. | 0.26% | New | 25,758 | $1.6M |
| 1900 Wealth Management LLC | 0.13% | Add +25.5% | 25,735 | $1.6M |
| Fiducient Advisors LLC | 0.20% | Add +0.0% | 25,699 | $1.6M |
| Wealth Effects LLC | 0.57% | No change | 25,655 | $1.6M |
| Madden Advisory Services, Inc. | 0.74% | Add +0.2% | 25,431 | $1.6M |
| Evensky & Katz LLC | 0.10% | Reduce -0.9% | 25,421 | $1.6M |
| Garden State Investment Advisory Services LLC | 0.49% | Add +0.4% | 25,381 | $1.6M |
| Cora Capital Advisors LLC | 0.76% | Add +1.6% | 25,225 | $1.6M |
| Vawter Financial, Ltd. | 0.94% | Reduce -3.4% | 25,223 | $1.6M |
| Ameraudi Asset Management, Inc. | 0.87% | Reduce 0.0% | 25,175 | $1.6M |
| Dodds Wealth, LLC | 0.50% | Add +8.2% | 23,912 | $1.6M |
| Texas Bank & Trust Co | 0.64% | — | 24,937 | $1.6M |
| Cornell Pochily Investment Advisors, Inc. | 0.54% | Add +16.3% | 24,867 | $1.5M |
| Element Pointe Advisors, LLC | 0.36% | No change | 24,837 | $1.5M |
| Reynders McVeigh Capital Management, LLC | 0.08% | No change | 24,800 | $1.5M |
| Taylor & Morgan Wealth Management, LLC | 1.08% | Reduce -8.3% | 24,711 | $1.5M |
| Schneider Downs Wealth Management Advisors, LP | 0.29% | Add +83.4% | 24,667 | $1.5M |
| KWB Wealth | 0.19% | Reduce -0.1% | 24,551 | $1.5M |
| Winthrop Capital Management, LLC | 0.41% | New | 24,534 | $1.5M |
| Duncker Streett & Co. Inc. | 0.28% | Add +0.0% | 24,363 | $1.5M |
| Compound Planning, Inc. | 0.08% | Add +34.8% | 24,305 | $1.5M |
| Fortis Group Advisors, LLC | 0.28% | Add +177.4% | 24,242 | $1.5M |
| CLG LLC | 0.54% | — | 24,127 | $1.5M |
| Coordinated Financial Services, Inc. | 1.19% | — | 24,090 | $1.5M |
| Presidio Capital Management, LLC | 0.80% | Add +35.6% | 24,089 | $1.5M |
| Confluence Wealth Services, Inc. | 0.10% | Reduce -2.3% | 22,885 | $1.5M |
| Octavia Wealth Advisors, LLC | 0.18% | Reduce -0.1% | 24,012 | $1.5M |
| Costello Asset Management, INC | 0.99% | Add +5888.0% | 24,012 | $1.5M |
| Capasso Planning Partners LLC | 0.60% | Reduce -41.6% | 23,918 | $1.5M |
| GS Investments, Inc. | 0.67% | Reduce -3.0% | 23,864 | $1.5M |
| PSI Advisors, LLC | 0.44% | Reduce -10.9% | 23,794 | $1.5M |
| Donor Advised Charitable Giving, Inc. | 0.03% | Add +31.6% | 23,793 | $1.5M |
| Twin Peaks Wealth Advisors, LLC | 0.63% | Add +8.9% | 23,777 | $1.5M |
| First Heartland Consultants, Inc. | 0.15% | Add +21.1% | 23,744 | $1.5M |
| Zhang Financial LLC | 0.08% | Add +6.2% | 23,717 | $1.5M |
| Vident Advisory, LLC | 0.03% | New | 23,695 | $1.5M |
| Arq Wealth Advisors, LLC | 0.56% | Reduce -2.6% | 23,689 | $1.5M |
| Strategic Wealth Investment Group, LLC | 0.08% | Add +335.4% | 15,229 | $1.5M |
| Clearwater Capital Advisors, LLC | 0.14% | Add +7.4% | 23,549 | $1.5M |
| Trustmark Bank Trust Department | 0.11% | Add +4.9% | 23,538 | $1.5M |
| Lake Street Advisors Group, LLC | 0.07% | Reduce -11.1% | 23,518 | $1.5M |
| International Private Wealth Advisors LLC | 1.46% | Add +141.4% | 23,496 | $1.5M |
| Trust Co. of Toledo NA | 0.19% | Reduce -0.3% | 23,481 | $1.5M |
| MFA Wealth Services | 1.17% | — | 23,459 | $1.5M |
| North Star Asset Management Inc. | 0.06% | Add +6.1% | 23,459 | $1.5M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.36% | No change | 23,438 | $1.5M |
| Pallas Capital Advisors LLC | 0.06% | Reduce -0.1% | 23,364 | $1.5M |
| Motive Wealth Advisors | 0.78% | Reduce -0.4% | 23,359 | $1.5M |
| Atlas Legacy Advisors, LLC | 0.35% | — | 23,208 | $1.4M |
| Saxon Interests, Inc. | 0.63% | Reduce -21.8% | 23,116 | $1.4M |
| Pine Valley Investments Ltd Liability Co | 0.09% | Add +0.1% | 22,947 | $1.4M |
| Richards, Merrill & Peterson, Inc. | 0.74% | — | 22,886 | $1.4M |
| United Bank | 0.17% | Reduce -6.8% | 22,833 | $1.4M |
| Factor Wealth Management LTD | 0.47% | — | 22,767 | $1.4M |
| IMA Advisory Services, Inc. | 0.17% | Add +182.8% | 22,696 | $1.4M |
| Marco Investment Management LLC | 0.12% | Reduce -16.0% | 22,635 | $1.4M |
| Blankinship & Foster, LLC | 0.35% | Reduce -2.0% | 22,613 | $1.4M |
| Beam Wealth Advisors, Inc. | 0.45% | Reduce -3.1% | 22,609 | $1.4M |
| Cushing Capital Partners, LLC | 1.35% | — | 22,562 | $1.4M |
| Calamos Wealth Management LLC | 0.07% | Add +0.2% | 22,536 | $1.4M |
| Ocean Park Asset Management, LLC | 0.05% | Add +124.7% | 22,474 | $1.4M |
| Tranquilli Financial Advisor LLC | 0.89% | Add +441.6% | 22,466 | $1.4M |
| Wealthstream Advisors, Inc. | 0.26% | No change | 22,463 | $1.4M |
| Spirepoint Private Client, LLC | 0.17% | Add +7.7% | 22,383 | $1.4M |
| Pinnacle Financial Group, LLC / IL | 0.55% | Add +0.1% | 22,373 | $1.4M |
| GGM Financial LLC | 1.48% | Add +2.7% | 22,344 | $1.4M |
| Keystone Financial Group | 0.14% | Add +1.8% | 22,310 | $1.4M |
| Oarsman Capital, Inc. | 0.24% | Reduce -6.8% | 22,260 | $1.4M |
| MWA Asset Management | 0.92% | Add +2.6% | 22,128 | $1.4M |
| Dana Investment Advisors, Inc. | 0.05% | Add +0.2% | 22,048 | $1.4M |
| CWS Financial Advisors, LLC | 0.44% | Add +0.3% | 22,025 | $1.4M |
| Pacific Point Advisors, LLC | 0.83% | — | 21,200 | $1.4M |
| Smith Thornton Advisors LLC | 0.86% | Reduce -1.4% | 21,883 | $1.4M |
| Shakespeare Wealth Management, LLC | 0.37% | Add +1.5% | 21,873 | $1.4M |
| Maxele Advisors, LLC | 1.30% | — | 21,830 | $1.4M |
| Northeast Planning Associates, Inc. / NH / | 1.41% | — | 21,813 | $1.4M |
| Bearing Point Capital, LLC | 0.28% | — | 21,805 | $1.4M |
| Invictus Private Wealth, LLC | 0.10% | Reduce -0.0% | 21,766 | $1.4M |
| Texas Capital Bancshares Inc | 0.54% | Add +10.2% | 21,646 | $1.3M |
| Culbertson A N & Co. Inc. | 0.21% | Add +0.2% | 21,605 | $1.3M |
| Sage Capital Management, LLC | 0.68% | Reduce -2.7% | 21,593 | $1.3M |
| Tritonpoint Wealth, LLC | 0.12% | Reduce -16.1% | 21,577 | $1.3M |
| Compass Ion Advisors, LLC | 0.16% | Reduce -0.3% | 21,569 | $1.3M |
| Kavar Capital Partners Group, LLC | 0.23% | Reduce -0.1% | 21,488 | $1.3M |
| Tortoise Investment Management, LLC | 0.14% | Reduce -1.3% | 21,485 | $1.3M |
| Ledyard National Bank | 0.13% | Reduce -0.7% | 21,438 | $1.3M |
| Sfm, LLC | 0.94% | Reduce -0.2% | 21,327 | $1.3M |
| Disciplined Investments, LLC | 0.65% | Add +0.9% | 21,293 | $1.3M |
| Wealth Management Partners, LLC | 0.57% | Add +1.6% | 21,270 | $1.3M |
| Diversify Wealth Management, LLC | 0.10% | Add +13.1% | 21,326 | $1.3M |
| Simplicity Wealth,LLC | 0.27% | Add +109.8% | 20,830 | $1.3M |
| First National Advisers, LLC | 0.21% | Reduce -2.4% | 20,795 | $1.3M |
| First Foundation Advisors | 0.05% | Add +1.2% | 20,630 | $1.3M |
| Correct Capital Wealth Management | 0.26% | No change | 20,627 | $1.3M |
| Avantax Planning Partners, Inc. | 0.05% | Add +4.1% | 20,625 | $1.3M |
| CGN Advisors LLC | 0.12% | Add +2.9% | 20,553 | $1.3M |
| Creekside Partners | 0.66% | Reduce -1.3% | 20,442 | $1.3M |
| Sapient Capital LLC | 0.02% | Add +1.3% | 20,423 | $1.3M |
| Thrive Wealth Management, LLC | 0.23% | Add +2.9% | 20,410 | $1.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.17% | Add +20.7% | 20,389 | $1.3M |
| Legacy Advisors, LLC | 0.12% | No change | 20,369 | $1.3M |
| Ameliora Wealth Management Ltd. | 0.47% | New | 20,292 | $1.3M |
| Essex Bank | 0.31% | Add +17.1% | 20,188 | $1.3M |
| PBMares Wealth Management LLC | 0.26% | Add +0.7% | 20,180 | $1.3M |
| Lansing Street Advisors | 0.44% | Add +0.4% | 20,174 | $1.3M |
| Continuum Wealth Advisors, LLC | 0.63% | No change | 20,145 | $1.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Add +42.0% | 20,044 | $1.2M |
| PAX Financial Group, LLC | 0.22% | Reduce -0.9% | 20,036 | $1.2M |
| Insigneo Advisory Services, LLC | 0.13% | Reduce -3.8% | 19,970 | $1.2M |
| Carolinas Wealth Consulting LLC | 0.24% | Add +2.5% | 19,960 | $1.2M |
| Palisade Capital Management, LP | 0.04% | Add +34.4% | 19,820 | $1.2M |
| Brown, Lisle/Cummings, Inc. | 0.37% | No change | 19,790 | $1.2M |
| Lincoln Capital LLC | 0.26% | Reduce -0.5% | 19,770 | $1.2M |
| Russell Investments Group, Ltd. | 0.00% | Add +18.9% | 19,732 | $1.2M |
| Ruggaard & Associates LLC | 0.54% | Add +0.6% | 19,717 | $1.2M |
| S.A. Mason LLC | 0.64% | No change | 19,706 | $1.2M |
| Smartleaf Asset Management LLC | 0.12% | Add +3.5% | 19,693 | $1.2M |
| Koesten, Hirschmann & Crabtree, INC. | 0.70% | Reduce -0.3% | 19,610 | $1.2M |
| Allen Capital Group, LLC | 0.15% | Reduce -0.6% | 19,476 | $1.2M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Add +9.4% | 19,458 | $1.2M |
| Pinnacle Family Advisors, LLC | 0.59% | Reduce -1.9% | 19,446 | $1.2M |
| Venturi Wealth Management, LLC | 0.06% | Add +36.0% | 19,380 | $1.2M |
| Edgemoor Investment Advisors, Inc. | 0.11% | No change | 19,363 | $1.2M |
| NCM Capital Management, LLC | 0.54% | Add +143.9% | 19,339 | $1.2M |
| Bright Futures Wealth Management, LLC. | 1.08% | Add +5.1% | 18,662 | $1.2M |
| Axis Wealth Partners, LLC | 1.01% | — | 19,315 | $1.2M |
| Princeton Global Asset Management LLC | 0.22% | Add +21.4% | 19,268 | $1.2M |
| Clarendon Private LLC | 1.25% | — | 19,185 | $1.2M |
| Fortune Financial Advisors, LLC | 1.08% | Add +0.0% | 19,143 | $1.2M |
| Procyon Advisors, LLC | 0.08% | Add +107.7% | 19,133 | $1.2M |
| Spinnaker Trust | 0.08% | Reduce -4.9% | 19,119 | $1.2M |
| Kathmere Capital Management, LLC | 0.11% | New | 19,116 | $1.2M |
| Continental Investors Services, Inc. | 2.36% | Reduce -4.8% | 19,104 | $1.2M |
| Two Sigma Securities, LLC | 0.22% | Reduce -80.9% | 19,086 | $1.2M |
| Ascent Group, LLC | 0.09% | Reduce -22.7% | 19,073 | $1.2M |
| Harmony Asset Management LLC | 0.47% | Add +187.0% | 19,032 | $1.2M |
| Round Rock Advisors LLC | 0.24% | Reduce -4.1% | 18,969 | $1.2M |
| North Berkeley Wealth Management, LLC | 1.20% | — | 18,935 | $1.2M |
| WBH Advisory Inc. | 0.11% | Reduce -1.5% | 18,918 | $1.2M |
| William Mack & Associates, Inc. | 1.23% | — | 18,839 | $1.2M |
| Main Street Financial Solutions, LLC | 0.12% | Add +50.9% | 18,832 | $1.2M |
| City National Bank of Florida | 1.07% | — | 18,829 | $1.2M |
| Legal & General Group Plc | 0.00% | Add +123.8% | 18,800 | $1.2M |
| Mma Asset Management LLC | 0.51% | Reduce -12.2% | 18,798 | $1.2M |
| Bernard Wealth Management Corp. | 0.55% | — | 18,761 | $1.2M |
| Mogy Joel R Investment Counsel Inc. | 0.07% | Reduce -1.8% | 18,727 | $1.2M |
| Pioneer Trust Bank N A | 0.29% | No change | 18,700 | $1.2M |
| Gemmer Asset Management LLC | 0.11% | Add +11.2% | 18,690 | $1.2M |
| Huntleigh Advisors, Inc. | 0.25% | — | 18,620 | $1.2M |
| Buttonwood Financial Advisors Inc. | 0.51% | Reduce -4.9% | 18,551 | $1.2M |
| Greenwich Wealth Management LLC | 0.08% | Add +9.0% | 18,470 | $1.2M |
| Cypress Capital Group | 0.14% | Reduce -15.7% | 18,412 | $1.1M |
| Tudor Financial Inc. | 0.67% | Add +3.4% | 18,388 | $1.1M |
| Pointe Capital Management LLC | 0.66% | Add +8.6% | 18,384 | $1.1M |
| Oliver Lagore Vanvalin Investment Group | 0.29% | Add +31.7% | 18,350 | $1.1M |
| Wooster Corthell Wealth Management, Inc. | 0.25% | Reduce -8.6% | 18,305 | $1.1M |
| Patriot Investment Management Group, Inc. | 0.09% | Add +0.4% | 18,254 | $1.1M |
| Johnson & White Wealth Management, LLC | 0.69% | New | 18,251 | $1.1M |
| Arlington Trust Co LLC | 0.24% | No change | 18,160 | $1.1M |
| Gerber, LLC | 0.82% | Reduce -1.1% | 18,055 | $1.1M |
| Basepoint Wealth LLC | 0.90% | Add +0.2% | 18,042 | $1.1M |
| Argentarii, LLC | 0.56% | — | 17,973 | $1.1M |
| Collective Family Office LLC | 0.31% | No change | 17,917 | $1.1M |
| Fisher Asset Management | 0.00% | Add +33.5% | 17,908 | $1.1M |
| Savvy Advisors, Inc. | 0.13% | Add +14.2% | 17,895 | $1.1M |
| Watershed Private Wealth LLC | 0.43% | Reduce -15.8% | 17,893 | $1.1M |
| MBA Advisors LLC | 0.56% | Reduce -0.9% | 17,779 | $1.1M |
| Willner & Heller, LLC | 0.97% | Add +0.7% | 17,706 | $1.1M |
| Tsfg, LLC | 0.23% | Add +0.0% | 17,662 | $1.1M |
| Northeast Financial Consultants Inc | 0.05% | Reduce -0.7% | 17,650 | $1.1M |
| Stonebridge Financial Group, LLC | 0.12% | — | 17,618 | $1.1M |
| Christensen, King & Associates Investment Services, Inc. | 0.51% | Add +5.4% | 17,416 | $1.1M |
| Old Port Advisors | 0.31% | Add +0.1% | 17,544 | $1.1M |
| Victory Financial Group, LLC | 0.29% | — | 17,532 | $1.1M |
| Colorado Capital Management, Inc. | 0.53% | Reduce -17.1% | 17,427 | $1.1M |
| Meadow Creek Wealth Advisors LLC | 0.78% | Add +0.8% | 17,424 | $1.1M |
| Stockman Wealth Management, Inc. | 0.17% | Add +8.1% | 17,407 | $1.1M |
| Cornerstone Wealth Group, LLC | 0.09% | Add +10.8% | 17,359 | $1.1M |
| Tufton Capital Management | 0.20% | Add +1.2% | 17,343 | $1.1M |
| JMG Financial Group, Ltd. | 0.04% | Add +20.4% | 17,268 | $1.1M |
| Godsey & Gibb, Inc. | 0.11% | Add +3.1% | 17,169 | $1.1M |
| Davidson Investment Advisors | 0.05% | New | 17,155 | $1.1M |
| Ethos Financial Group, LLC | 0.14% | Add +74.4% | 17,145 | $1.1M |
| LVM Capital Management Ltd. | 0.11% | Reduce -2.5% | 17,032 | $1.1M |
| One Capital Management, LLC | 0.04% | Reduce -2.4% | 16,967 | $1.1M |
| Tempus Wealth Planning, LLC | 0.32% | Add +68.5% | 16,919 | $1.1M |
| Summit X, LLC | 0.23% | Add +3.6% | 16,896 | $1.1M |
| PFG Investments, LLC | 0.07% | Add +6.0% | 16,894 | $1.1M |
| Appleton Partners Inc. | 0.08% | Reduce -0.8% | 16,882 | $1.1M |
| XTX Topco Ltd | 0.09% | New | 16,816 | $1.0M |
| Invenio Wealth Partners LLC | 0.44% | Reduce -1.2% | 16,785 | $1.0M |
| High Note Wealth, LLC | 0.27% | No change | 16,780 | $1.0M |
| Stenger Family Office, LLC | 0.36% | — | 16,779 | $1.0M |
| Allie Family Office LLC | 0.58% | No change | 16,769 | $1.0M |
| Washington Trust Advisors, Inc. | 0.09% | Add +1.0% | 16,755 | $1.0M |
| TFG Advisers LLC | 0.37% | Reduce -0.7% | 16,706 | $1.0M |
| SilverOak Wealth Management LLC | 0.22% | No change | 16,683 | $1.0M |
| Howland Capital Management LLC | 0.05% | No change | 16,665 | $1.0M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.21% | Add +9.0% | 16,550 | $1.0M |
| Aveo Capital Partners, LLC | 0.11% | Add +22.8% | 16,546 | $1.0M |
| Midland Wealth Advisors, LLC | 0.06% | Reduce -9.5% | 16,516 | $1.0M |
| Signaturefd, LLC | 0.02% | Add +0.8% | 16,494 | $1.0M |
| Hollow Brook Wealth Management LLC | 0.32% | No change | 16,455 | $1.0M |
| Daner Wealth Management, LLC | 0.75% | — | 15,700 | $1.0M |
| Sageworth Trust Co | 0.06% | No change | 16,432 | $1.0M |
| Evanson Asset Management, LLC | 0.07% | Add +0.7% | 16,424 | $1.0M |
| Weaver Consulting Group | 0.31% | Add +1.8% | 16,369 | $1.0M |
| Signature Estate & Investment Advisors LLC | 0.03% | Add +0.8% | 16,293 | $1.0M |
| Traphagen Investment Advisors LLC | 0.10% | Reduce -0.5% | 16,175 | $1.0M |
| Kera Capital Partners, Inc. | 0.29% | — | 16,156 | $1.0M |
| GDS Wealth Management | 0.09% | Add +14.6% | 16,151 | $1.0M |
| Clearstead Trust, LLC | 0.22% | Add +7.5% | 16,101 | $1.0M |
| Arax Advisory Partners | 0.06% | Add +2818.2% | 16,079 | $1.0M |
| Marshall Financial Group, LLC | 0.24% | Reduce -1.5% | 16,007 | $997K |
| Magnolia Capital Advisors LLC | 0.26% | Add +5.2% | 15,991 | $996K |
| Financial Synergies Wealth Advisors, Inc. | 0.12% | Reduce -8.6% | 15,910 | $991K |
| Talon Private Wealth, LLC | 0.21% | Add +2.1% | 15,862 | $988K |
| Philip James Wealth Mangement, LLC | 0.13% | Add +8.1% | 15,821 | $986K |
| MV Capital Management, Inc. | 0.10% | Add +6.5% | 15,636 | $974K |
| Strata Wealth Advisors, LLC | 0.31% | No change | 15,619 | $973K |
| Freestone Capital Holdings, LLC | 0.03% | Add +3.4% | 15,576 | $971K |
| Trust Point Inc. | 0.07% | Add +3.0% | 15,572 | $970K |
| Sovran Advisors, LLC | 0.14% | — | 15,349 | $969K |
| Verus Capital Partners, LLC | 0.09% | Add +2.9% | 15,532 | $968K |
| Motco | 0.10% | Add +0.3% | 15,524 | $967K |
| Fishman Jay A Ltd. | 0.09% | No change | 15,500 | $966K |
| Westhampton Capital, LLC | 0.49% | Add +17.3% | 15,495 | $965K |
| Warren Street Wealth Advisors, LLC | 0.40% | Reduce -0.3% | 15,490 | $965K |
| Retirement Planning Group, LLC | 0.05% | Add +2.6% | 15,490 | $965K |
| Nemes Rush Group LLC | 0.12% | Add +9.4% | 15,482 | $965K |
| Exchange Traded Concepts, LLC | 0.02% | Add +500.0% | 15,480 | $965K |
| Peak Planning Group, LLC | 0.40% | Reduce -6.0% | 15,473 | $964K |
| Tru Independence Asset Management 2, LLC | 0.80% | Add +16.7% | 15,470 | $964K |
| Arvest Bank Trust Division | 0.06% | Reduce -61.5% | 15,446 | $962K |
| Anchor Investment Management, LLC | 0.09% | No change | 15,440 | $962K |
| Demars Financial Group, LLC | 0.42% | Reduce -6.4% | 15,394 | $959K |
| New Century Financial Group, LLC | 0.41% | Reduce -27.3% | 15,228 | $958K |
| Greenland Capital Management LP | 0.19% | Reduce -79.9% | 15,280 | $952K |
| SteelPeak Wealth, LLC | 0.04% | Reduce -14.4% | 15,259 | $951K |
| FF Advisors,LLC | 0.65% | Add +10.0% | 14,485 | $951K |
| Cassaday & Co Wealth Management LLC | 0.03% | Add +14.2% | 15,206 | $947K |
| Cobblestone Capital Advisors LLC | 0.05% | Add +2.2% | 15,200 | $947K |
| Hollencrest Capital Management | 0.04% | No change | 15,178 | $946K |
| HFG Advisors, Inc. | 0.83% | Reduce -3.1% | 15,160 | $945K |
| Ipswich Investment Management Co., Inc. | 0.23% | No change | 15,145 | $944K |
| Optivise Advisory Services LLC | 0.51% | Reduce -0.5% | 15,103 | $941K |
| Principle Wealth Partners LLC | 0.07% | Add +1.2% | 15,093 | $940K |
| Wolff Wiese Magana LLC | 0.62% | Add +13.2% | 15,055 | $938K |
| Integrity Alliance, Llc. | 0.10% | — | 14,995 | $934K |
| Samalin Investment Counsel, LLC | 0.40% | Reduce -0.7% | 14,975 | $933K |
| North Star Investment Management Corp. | 0.06% | No change | 14,940 | $931K |
| LaSalle St. Investment Advisors, LLC | 0.29% | Add +97.6% | 14,928 | $930K |
| Teamwork Financial Advisors, LLC | 0.12% | Reduce -29.5% | 14,865 | $926K |
| PGIM Custom Harvest LLC | 0.02% | Add +0.3% | 14,842 | $925K |
| Focus Financial Network, Inc. | 0.04% | Reduce -2.8% | 14,788 | $921K |
| Laurel Wealth Advisors LLC | 0.14% | Add +0.1% | 14,740 | $918K |
| Invesco Ltd. | 0.00% | Reduce -0.6% | 14,728 | $918K |
| TBH Global Asset Management, LLC | 0.22% | Add +2.7% | 14,727 | $918K |
| Charter Oak Capital Management, LLC | 0.09% | Reduce -5.6% | 14,648 | $913K |
| Almanack Investment Partners, LLC. | 0.14% | Reduce -0.6% | 14,639 | $912K |
| Roberts Financial Services LLC | 0.17% | Reduce -26.2% | 14,637 | $912K |
| Private Wealth Management Group, LLC | 0.35% | No change | 14,635 | $912K |
| Garrison Point Advisors, LLC | 0.43% | Add +8.3% | 14,600 | $910K |
| Kathleen S. Wright Associates Inc. | 0.38% | Add +0.3% | 14,595 | $909K |
| Droms Strauss Advisors Inc. /Mo/ | 0.30% | Add +0.0% | 14,544 | $906K |
| Retirement Wealth Solutions LLC | 0.77% | — | 14,630 | $905K |
| Fiduciary Advisors, Inc. | 0.91% | — | 14,525 | $905K |
| S.E.E.D. Planning Group LLC | 0.30% | Reduce -0.1% | 14,513 | $904K |
| Brookmont Capital Management | 0.48% | Reduce -12.9% | 14,504 | $904K |
| Kooman & Associates | 0.33% | Reduce -0.1% | 14,501 | $904K |
| Lakeridge Wealth Management LLC | 0.47% | Add +7.0% | 14,471 | $902K |
| Asset Allocation & Management Company, LLC | 0.49% | No change | 14,467 | $901K |
| Wells Financial Advisors INC | 1.23% | Reduce -1.3% | 14,450 | $900K |
| Interchange Capital Partners, LLC | 0.33% | Reduce -4.6% | 14,447 | $900K |
| Root Financial Partners, LLC | 0.11% | Add +47.1% | 14,392 | $897K |
| Wealth Dimensions Group, Ltd. | 0.22% | Add +15.3% | 14,391 | $897K |
| Conservest Capital Advisors, Inc. | 0.09% | Add +0.8% | 14,366 | $895K |
| TL Private Wealth | 0.40% | Add +0.9% | 14,001 | $895K |
| Moody LYNN Lieberson & Walker, LLC | 0.05% | Add +0.8% | 14,350 | $894K |
| Whitaker-Myers Wealth Managers, LTD. | 0.26% | Add +7.9% | 14,295 | $891K |
| Thompson Investment Management, Inc. | 0.13% | Add +3.3% | 14,273 | $889K |
| CCG Wealth Management, LLC | 0.49% | Reduce -2.0% | 14,123 | $880K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.13% | Reduce -0.8% | 14,105 | $879K |
| Carret Asset Management, LLC | 0.10% | Reduce -0.3% | 14,096 | $878K |
| GW&K Investment Management, LLC | 0.01% | Add +32.4% | 14,080 | $877K |
| Moisand Fitzgerald Tamayo, LLC | 0.12% | Reduce -0.7% | 13,988 | $872K |
| Seelaus Asset Management LLC | 0.81% | Reduce -3.6% | 13,982 | $871K |
| Highland Capital Management, LLC | 0.05% | Reduce -1.7% | 13,980 | $871K |
| Capital Advisors Wealth Management, LLC | 0.15% | Reduce -6.5% | 13,971 | $871K |
| Swmg, LLC | 0.35% | Add +27.3% | 13,268 | $869K |
| Sovereign Financial Group, Inc. | 0.20% | Reduce -2.2% | 13,924 | $868K |
| WealthShield Partners, LLC | 0.12% | Reduce -31.3% | 13,889 | $865K |
| Texas Yale Capital Corp. | 0.03% | Add +2.9% | 13,877 | $865K |
| Narwhal Capital Management | 0.08% | No change | 13,780 | $859K |
| SC&H Financial Advisors, Inc. | 0.18% | Add +16.2% | 13,773 | $858K |
| Chatham Capital Group, Inc. | 0.14% | No change | 13,745 | $856K |
| Next Level Private LLC | 0.34% | Add +0.4% | 13,708 | $854K |
| Proactive Wealth Strategies LLC | 0.44% | Reduce -1.7% | 13,656 | $851K |
| Becker Capital Management Inc. | 0.03% | No change | 13,580 | $846K |
| Citizens Business Bank | 0.20% | Reduce -50.1% | 13,529 | $843K |
| Sepio Capital, LP | 0.07% | No change | 13,522 | $843K |
| CPC Advisors, LLC | 0.11% | Reduce -16.8% | 13,432 | $837K |
| Sheaff Brock Investment Advisors, LLC | 0.07% | Add +2.9% | 13,420 | $836K |
| Rosenblum Silverman Sutton S F Inc. | 0.21% | No change | 13,355 | $832K |
| Beacon Investment Advisory Services, Inc. | 0.04% | No change | 13,265 | $827K |
| EnRich Financial Partners LLC | 0.27% | Reduce -1.7% | 13,210 | $823K |
| Crews Bank & Trust | 0.14% | — | 13,193 | $822K |
| Waters Parkerson & Co., LLC | 0.04% | Add +5.3% | 13,180 | $821K |
| Boyd Watterson Asset Management LLC | 0.23% | No change | 13,172 | $821K |
| World Equity Group, Inc. | 0.18% | Add +62.9% | 13,162 | $820K |
| Uptown Financial Advisors LLC | 0.88% | — | 13,142 | $819K |
| Diversified Enterprises, LLC | 0.08% | Reduce -2.3% | 13,090 | $816K |
| Glen Eagle Advisors, LLC | 0.14% | Add +7.7% | 13,089 | $816K |
| Merriman Wealth Management, LLC | 0.03% | Reduce -0.6% | 13,063 | $814K |
| Csenge Advisory Group | 0.04% | Reduce -19.6% | 13,063 | $814K |
| Yarger Wealth Strategies, LLC | 0.47% | Reduce -0.6% | 13,057 | $814K |
| Somerset Trust Co | 0.31% | No change | 13,041 | $813K |
| Wealthgarden F.S. LLC | 0.76% | Add +27.6% | 12,975 | $808K |
| Pacific Sun Financial Corp | 0.44% | Add +0.1% | 12,971 | $808K |
| OMNI 360 Wealth, Inc. | 0.54% | Add +1.0% | 12,967 | $808K |
| Severin Investments, LLC | 0.80% | — | 12,940 | $806K |
| Shepherd Financial Partners LLC | 0.10% | No change | 12,939 | $806K |
| Hamilton Capital, LLC | 0.06% | Reduce -3.4% | 12,929 | $806K |
| Cannell & Spears LLC | 0.02% | New | 12,927 | $805K |
| Plante Moran Financial Advisors, LLC | 0.07% | Reduce -2.6% | 12,870 | $802K |
| Ascentis Independent Advisors | 0.15% | Add +0.4% | 12,843 | $800K |
| Wingate Wealth Advisors, Inc. | 0.78% | — | 12,818 | $799K |
| Sawgrass Asset Management LLC | 0.09% | Reduce -27.7% | 12,800 | $798K |
| Pinney & Scofield, Inc. | 0.60% | — | 12,780 | $796K |
| ZWJ Investment Counsel Inc. | 0.03% | Add +0.8% | 12,672 | $790K |
| Lavaca Capital LLC | 0.35% | Add +82.8% | 12,634 | $787K |
| Sage Capital Advisors,llc | 0.20% | Add +0.4% | 12,612 | $786K |
| Hoxton Planning & Management, LLC | 0.30% | Reduce -0.5% | 12,594 | $785K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -4.5% | 12,555 | $782K |
| Dearborn Partners LLC | 0.03% | Add +4.8% | 12,522 | $780K |
| Investment Research & Advisory Group, Inc. | 0.32% | Add +906.0% | 124,678 | $777K |
| Sharkey, Howes & Javer | 0.11% | Add +4.1% | 12,454 | $776K |
| TCV Trust & Wealth Management, Inc. | 0.07% | Add +3.1% | 12,453 | $776K |
| Columbia Bank | 0.27% | No change | 12,295 | $776K |
| Walled Lake Planning & Wealth Management, LLC | 0.29% | Reduce -0.1% | 12,449 | $776K |
| Innovative Wealth Building LLC | 0.70% | — | 12,435 | $775K |
| Quotient Wealth Partners, LLC | 0.03% | Reduce -4.5% | 12,420 | $774K |
| Westmount Partners, LLC | 0.23% | Add +0.2% | 12,403 | $773K |
| Executive Wealth Management, LLC | 0.06% | Add +1.3% | 12,367 | $771K |
| Alerus Financial NA | 0.06% | No change | 12,350 | $770K |
| Modern Wealth Management, LLC | 0.03% | Add +34.7% | 12,349 | $769K |
| Red Door Wealth Management, LLC | 0.12% | Add +29.1% | 12,343 | $769K |
| Shelton Wealth Management, LLC | 0.42% | Reduce -0.9% | 12,325 | $768K |
| Apriem Advisors | 0.09% | New | 12,320 | $768K |
| Courage Miller Partners, LLC | 0.26% | Add +0.2% | 12,294 | $766K |
| Riverchase Wealth Management, LLC | 0.57% | — | 12,280 | $765K |
| Eagle Ridge Investment Management | 0.07% | Reduce -0.9% | 12,269 | $764K |
| ABLE Financial Group, LLC | 0.23% | Reduce -0.7% | 12,265 | $764K |
| Stephens Consulting, LLC | 0.19% | Reduce -1.6% | 12,257 | $764K |
| Cambridge Capital Management, LLC | 0.49% | Add +0.1% | 12,202 | $760K |
| Prosperity Consulting Group, LLC | 0.06% | Reduce -1.3% | 12,158 | $758K |
| Thomasville National Bank | 0.05% | Reduce -0.2% | 12,143 | $757K |
| F/m Investments LLC | 0.03% | Add +90.8% | 12,142 | $757K |
| Relyea Zuckerberg Hanson LLC | 0.10% | Add +0.4% | 12,139 | $756K |
| Panoramic Investment Advisors, LLC | 0.49% | Reduce -4.6% | 12,104 | $754K |
| Global Wealth Strategies & Associates | 0.24% | Add +0.0% | 12,073 | $752K |
| Horizons Wealth Management | 0.58% | No change | 12,069 | $752K |
| Archvest Wealth Advisors, Inc. | 0.54% | Reduce -13.6% | 12,005 | $748K |
| Security Benefit Life Insurance Co. | 0.25% | Add +23.7% | 12,000 | $748K |
| Fortress Financial Group, LLC | 0.74% | — | 11,997 | $748K |
| EagleClaw Capital Managment, LLC | 0.12% | No change | 11,990 | $747K |
| New Insight Wealth Advisors | 0.37% | Add +0.5% | 11,979 | $746K |
| BKM Wealth Management, LLC | 0.31% | Add +0.1% | 11,963 | $745K |
| Warner Financial, Inc. | 0.32% | Add +14.8% | 11,925 | $743K |
| SFG Wealth Management, LLC. | 0.39% | Add +2.1% | 11,923 | $743K |
| Luminvest Wealth Management LLC | 0.30% | No change | 11,914 | $742K |
| Morris Financial Concepts, Inc. | 0.32% | Reduce -1.7% | 11,892 | $741K |
| NWK Group, Inc. | 0.29% | Add +2.0% | 11,887 | $741K |
| Bison Wealth, LLC | 0.09% | — | 11,880 | $740K |
| Hilltop Wealth Advisors, LLC | 0.37% | Reduce -4.9% | 11,863 | $739K |
| Security National Bank | 0.11% | Add +30.2% | 11,850 | $738K |
| Nicolet Bankshares Inc. | 0.14% | No change | 11,830 | $737K |
| Keystone Wealth Services, LLC | 0.19% | Add +10.2% | 11,810 | $736K |
| Cardiff Park Advisors, LLC | 0.07% | Add +0.2% | 11,810 | $736K |
| Falcon Wealth Planning | 0.08% | Add +58.8% | 11,788 | $735K |
| Intergy Private Wealth, LLC | 0.27% | Add +0.0% | 11,746 | $732K |
| Emprise Bank | 0.41% | Add +14.2% | 11,731 | $731K |
| GeoWealth Management, LLC | 0.02% | Add +20106.9% | 11,720 | $730K |
| Seneca House Advisors | 0.29% | Add +0.9% | 11,711 | $730K |
| Primoris Wealth Advisors, LLC | 0.56% | Reduce -0.0% | 11,690 | $728K |
| Ritholtz Wealth Management | 0.02% | Reduce -5.6% | 11,672 | $727K |
| Brandywine Oak Private Wealth LLC | 0.07% | Add +0.1% | 11,671 | $727K |
| Navellier & Associates Inc. | 0.09% | Reduce -27.5% | 11,650 | $726K |
| M.E. Allison & Co., Inc. | 0.80% | — | 11,635 | $725K |
| Centricity Wealth Management, LLC | 0.68% | — | 11,632 | $725K |
| McRae Capital Management Inc. | 0.14% | Add +0.5% | 11,630 | $725K |
| Blueprint Investment Partners LLC | 0.12% | Add +3.6% | 11,626 | $724K |
| Plancorp, LLC | 0.03% | Reduce -2.5% | 11,620 | $724K |
| Trueblood Wealth Management, LLC | 0.36% | Add +66.3% | 11,598 | $723K |
| B&D White Capital Company, LLC | 0.12% | New | 11,580 | $722K |
| First National Bank Sioux Falls | 0.31% | Reduce -0.1% | 11,569 | $721K |
| Oakwell Private Wealth Management, LLC | 0.20% | No change | 11,551 | $720K |
| BridgePort Financial Solutions, LLC | 0.33% | — | 11,730 | $718K |
| Central Pacific Bank - Trust Division | 0.10% | Add +83.9% | 11,525 | $718K |
| Advisor Resource Council | 0.51% | New | 11,507 | $717K |
| Legacy Financial Group LLC | 0.12% | Reduce -5.9% | 11,493 | $716K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -4.1% | 11,490 | $716K |
| Clearbridge Investments, LLC | 0.00% | No change | 11,476 | $715K |
| Summit Asset Management, LLC | 0.13% | Reduce -1.9% | 11,438 | $713K |
| Fusion Family Wealth, LLC | 0.07% | Add +0.7% | 11,431 | $712K |
| American State Bank (Iowa) | 0.43% | Reduce -0.0% | 11,407 | $711K |
| Slow Capital, Inc. | 0.10% | No change | 11,395 | $710K |
| Innealta Capital, LLC | 0.35% | Add +69.0% | 11,388 | $710K |
| KFG Wealth Management, LLC | 0.13% | Reduce -2.4% | 11,366 | $708K |
| Strategies Wealth Advisors, LLC | 0.09% | Reduce -12.1% | 11,035 | $708K |
| Truepoint, Inc. | 0.02% | Reduce -11.9% | 11,332 | $706K |
| Tilia Fiduciary Partners, Inc. | 0.48% | Reduce -3.1% | 11,329 | $706K |
| Kwmg, LLC | 0.07% | Reduce -0.0% | 11,317 | $705K |
| Shufro Rose & Co. LLC | 0.05% | Add +35.4% | 11,291 | $704K |
| Prostatis Group LLC | 0.20% | Reduce -0.4% | 11,286 | $703K |
| Davidson Trust Co. | 0.36% | Reduce -1.1% | 11,264 | $702K |
| Waterloo Capital, L.P. | 0.07% | Reduce -43.0% | 11,256 | $701K |
| Trexquant Investment LP | 0.01% | Reduce -18.7% | 11,253 | $701K |
| Key Financial Inc | 0.16% | Add +1.4% | 11,203 | $698K |
| Adirondack Trust Co. | 0.27% | Add +2.8% | 11,198 | $698K |
| Maltin Wealth Management, Inc. | 0.34% | Add +2.0% | 11,143 | $694K |
| Clarkston Capital Partners, LLC | 0.01% | No change | 11,125 | $693K |
| Napa Wealth Management | 0.30% | New | 11,110 | $692K |
| Keystone Financial Services, LLC | 0.63% | — | 11,100 | $692K |
| Dagco, Inc. | 0.23% | Add +48.2% | 11,060 | $689K |
| Ironwood Investment Counsel, LLC | 0.12% | Reduce -4.6% | 11,035 | $688K |
| Marathon Strategic Advisors, LLC | 0.74% | Reduce -1.3% | 11,009 | $686K |
| J. W. Coons Advisors, LLC | 0.18% | Reduce -4.2% | 11,007 | $686K |
| Clarity Capital Advisors, LLC | 0.46% | No change | 10,981 | $684K |
| Tennessee Valley Asset Management Partners | 0.11% | Add +3.9% | 10,925 | $681K |
| Planned Solutions, Inc. | 0.28% | Add +0.3% | 10,923 | $681K |
| Bragg Financial Advisors, Inc | 0.03% | Reduce -16.8% | 10,913 | $680K |
| Crowley Wealth Management, Inc. | 0.60% | — | 10,887 | $678K |
| Clark Capital Management Group, Inc. | 0.00% | Add +17.1% | 10,842 | $676K |
| Windsor Advisory Group, LLC | 0.78% | Reduce -8.8% | 10,825 | $675K |
| Mill Creek Capital Advisors, LLC | 0.02% | Add +8.9% | 10,802 | $673K |
| Austin Private Wealth, LLC | 0.06% | No change | 10,795 | $673K |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | Add +2.1% | 10,776 | $671K |
| Olde Wealth Management, LLC | 0.24% | No change | 10,776 | $671K |
| Private Wealth Partners, LLC | 0.05% | Add +15.1% | 10,767 | $671K |
| Uptick Partners, LLC | 0.24% | Reduce -5.9% | 10,755 | $670K |
| SIMA Wealth Partners, LLC | 0.57% | Reduce -2.5% | 10,738 | $669K |
| Next Level Wealth Planning, LLC | 0.53% | — | 10,737 | $669K |
| Carl P. Sherr & Co., LLC | 0.35% | Reduce -1.1% | 10,704 | $667K |
| Weatherly Asset Management L. P. | 0.06% | No change | 10,677 | $665K |
| FourThought Financial Partners, LLC | 0.07% | Reduce -2.4% | 10,645 | $663K |
| Checchi Capital Advisers, LLC | 0.05% | No change | 10,635 | $663K |
| SeaCrest Wealth Management, LLC | 0.07% | Add +0.0% | 10,634 | $663K |
| HHM Wealth Advisors, LLC | 0.09% | No change | 10,623 | $662K |
| Elk River Wealth Management LLC | 0.12% | Reduce -5.0% | 10,615 | $661K |
| Opus Capital Group, LLC | 0.08% | Reduce -1.0% | 10,603 | $661K |
| MMBG Investment Advisors Co. | 0.07% | New | 10,590 | $660K |
| Edmond DE Rothschild Holding S.A. | 0.01% | Add +3.0% | 10,556 | $658K |
| Tyche Wealth Partners LLC | 0.14% | Add +2.0% | 10,526 | $656K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 10,520 | $656K |
| Financial Insights, Inc. | 0.25% | Reduce -21.6% | 10,483 | $653K |
| Paladin Advisory Group, LLC | 0.50% | No change | 10,482 | $653K |
| Mitchell Capital Management Co. | 0.11% | Add +1.8% | 10,372 | $646K |
| Howard Wealth Management, LLC | 0.35% | Reduce -0.1% | 10,372 | $646K |
| First Manhattan Co. Llc. | 0.00% | Add +9.8% | 10,347 | $645K |
| Bath Savings Trust Co | 0.07% | Add +0.1% | 10,343 | $644K |
| Juncture Wealth Strategies, LLC | 0.24% | Add +8.4% | 10,324 | $643K |
| FSB Premier Wealth Management, Inc. | 0.26% | Add +10.2% | 10,311 | $642K |
| American Money Management, LLC | 0.13% | Reduce -5.7% | 10,290 | $641K |
| Inspire Advisors, LLC | 0.08% | Add +4.1% | 10,285 | $641K |
| Oak Asset Management, LLC | 0.24% | Add +0.2% | 10,260 | $639K |
| Terril Brothers, Inc. | 0.19% | No change | 10,260 | $639K |
| Jackson Hole Capital Partners, LLC | 0.13% | Add +0.1% | 10,214 | $636K |
| Indiana Trust & Investment Management Co | 0.22% | No change | 10,170 | $634K |
| Romano Brothers and Company | 0.08% | No change | 10,149 | $632K |
| Valued Retirements, Inc. | 0.85% | Add +10.5% | 10,134 | $631K |
| CVFG LLC | 0.58% | — | 10,124 | $631K |
| Ballast, Inc. | 0.18% | Reduce -0.7% | 10,123 | $631K |
| TriaGen Wealth Management LLC | 0.21% | Add +21.8% | 10,093 | $629K |
| Aviance Capital Partners, LLC | 0.09% | No change | 10,085 | $628K |
| Wallace Advisory Group, LLC | 0.43% | No change | 9,937 | $619K |
| Eq LLC | 0.29% | Reduce -5.2% | 9,925 | $618K |
| United Advisor Group, LLC | 0.12% | Reduce -4.6% | 9,907 | $617K |
| High Falls Advisors, Inc | 0.14% | Reduce -4.6% | 9,890 | $616K |
| Alta Wealth Advisors LLC | 0.27% | Add +18.9% | 9,845 | $613K |
| Gen-Wealth Partners Inc | 0.26% | No change | 9,830 | $613K |
| Guyasuta Investment Advisors Inc. | 0.04% | Add +25.3% | 9,820 | $612K |
| Hobbs Group Advisors, LLC | 0.23% | Add +0.1% | 9,779 | $609K |
| Delta Financial Group, Inc. | 0.14% | New | 9,756 | $608K |
| Gateway Wealth Partners, LLC | 0.16% | Add +8.8% | 9,751 | $608K |
| Geller Advisors LLC | 0.04% | Add +9.0% | 9,730 | $606K |
| Zullo Investment Group, Inc. | 0.24% | Reduce -1.8% | 9,712 | $605K |
| Stanley-Laman Group, Ltd. | 0.09% | Add +3.3% | 9,711 | $605K |
| Insight Inv LLC | 0.42% | New | 9,680 | $603K |
| Melone Private Wealth, LLC | 0.31% | Add +0.1% | 9,653 | $601K |
| Athena Investment Management | 0.35% | Reduce -0.1% | 9,646 | $601K |
| Johnson Bixby & Associates, LLC | 0.09% | Reduce -19.3% | 9,621 | $599K |
| BCS Wealth Management | 0.15% | New | 9,588 | $597K |
| Earnest Partners LLC | 0.00% | New | 9,562 | $596K |
| Fort Point Capital Partners LLC | 0.07% | Reduce -1.8% | 9,552 | $595K |
| Absolute Capital Management, LLC | 0.33% | Add +123.3% | 9,546 | $595K |
| Eagle Wealth Strategies LLC | 0.43% | New | 9,469 | $590K |
| LM Advisors LLC | 0.11% | Reduce -23.1% | 9,455 | $589K |
| Legacy Financial Advisors, Inc. | 0.10% | Reduce -22.6% | 9,436 | $588K |
| Tme Financial, Inc. | 0.55% | — | 9,433 | $588K |
| Nicholas Hoffman & Company, LLC. | 0.02% | Add +0.1% | 9,348 | $582K |
| Meridian Investment Counsel Inc. | 0.17% | No change | 9,315 | $580K |
| Founders Financial Alliance, LLC | 0.16% | Add +1.6% | 9,289 | $579K |
| Sierra Summit Advisors LLC | 0.12% | Add +3.5% | 9,263 | $577K |
| Peterson Wealth Advisors, LLC | 0.10% | Reduce -3.7% | 9,166 | $577K |
| Lam Group, Inc. | 0.41% | No change | 9,250 | $576K |
| Blue Trust, Inc. | 0.01% | Add +7.3% | 9,232 | $575K |
| Clear Harbor Asset Management, LLC | 0.05% | Add +3.9% | 9,213 | $574K |
| Farmers National Bank | 0.17% | — | 9,204 | $574K |
| 180 Wealth Advisors, LLC | 0.09% | Add +13.1% | 9,192 | $573K |
| Running Point Capital Advisors, LLC | 0.20% | No change | 9,185 | $572K |
| Prasad Wealth Partners, LLC | 0.18% | — | 9,173 | $572K |
| Goodman Financial Corp | 0.12% | No change | 9,165 | $571K |
| Stevens Capital Partners | 0.26% | Add +14.0% | 9,150 | $570K |
| Canandaigua National Trust Co of Florida | 0.44% | No change | 9,140 | $570K |
| Stonebrook Private Inc. | 0.15% | Reduce -7.5% | 9,126 | $569K |
| Peachtree Investment Partners, LLC | 0.21% | Reduce -2.5% | 9,098 | $567K |
| Operose Advisors LLC | 0.19% | Add +0.2% | 9,095 | $567K |
| Adaptive Financial Consulting, LLC | 0.23% | Add +0.2% | 9,086 | $566K |
| K.J. Harrison & Partners Inc | 0.09% | New | 9,100 | $566K |
| Patton Albertson Miller Group, LLC | 0.08% | No change | 9,060 | $565K |
| Rise Advisors, LLC | 0.27% | Reduce -8.9% | 9,057 | $564K |
| Richardson Financial Services Inc. | 0.40% | Reduce -9.8% | 9,063 | $563K |
| William Howard & Co Financial Advisors Inc | 0.51% | Add +0.2% | 9,039 | $563K |
| Lazard Freres Gestion S.A.S. | 0.01% | No change | 9,050 | $563K |
| FWG Holdings, LLC | 0.27% | No change | 8,766 | $560K |
| Hemington Wealth Management | 0.14% | Add +3.7% | 9,003 | $560K |
| WMS Partners, LLC | 0.03% | Add +7.9% | 8,986 | $560K |
| Wynn Capital, LLC | 0.35% | No change | 8,985 | $560K |
| Balboa Wealth Partners | 0.13% | Add +152.1% | 8,969 | $559K |
| MRWM Advisors, LLC | 0.44% | — | 8,966 | $559K |
| Syntegra Private Wealth Group, LLC | 0.06% | Add +8.9% | 8,957 | $558K |
| Sterling Investment Advisors, Ltd. | 0.14% | No change | 8,955 | $558K |
| FWG Investments, LLC. | 0.43% | Reduce -1.5% | 8,946 | $557K |
| Fortis Capital Advisors, LLC | 0.19% | Reduce -73.0% | 8,969 | $555K |
| Prosperity Planning, Inc. | 0.25% | Reduce -1.5% | 8,908 | $555K |
| Safeguard Financial, LLC | 0.12% | Reduce -2.0% | 8,908 | $555K |
| Redhawk Wealth Advisors, Inc. | 0.07% | Reduce -0.6% | 8,902 | $555K |
| Vista Investment Partners Ii, LLC | 0.33% | — | 8,900 | $555K |
| ARS Investment Partners, LLC | 0.05% | No change | 8,863 | $552K |
| Investor's Fiduciary Advisor Network, LLC | 0.21% | — | 8,812 | $549K |
| Spirit of America Management Corp. | 0.11% | Add +7.3% | 8,803 | $549K |
| Everett Harris & Co. | 0.01% | No change | 8,781 | $547K |
| Sound View Wealth Advisors Group, LLC | 0.04% | No change | 8,776 | $547K |
| Rollins Financial Advisors, LLC | 0.09% | Add +19.7% | 8,772 | $547K |
| Centurion Wealth Management LLC | 0.17% | Reduce -3.0% | 8,745 | $545K |
| Wick Capital Partners, LLC | 0.16% | Add +0.0% | 8,713 | $543K |
| Pacifica Partners Inc. | 0.23% | Add +19.1% | 8,716 | $542K |
| Oxinas Partners, LLC | 0.32% | No change | 8,685 | $541K |
| Transatlantique Private Wealth LLC | 0.20% | No change | 8,620 | $537K |
| Eight 31 Financial, LLC | 0.40% | Add +2.7% | 8,563 | $534K |
| Ameriflex Group, Inc. | 0.24% | — | 8,251 | $533K |
| Breed's Hill Capital LLC | 0.28% | No change | 8,550 | $533K |
| First Commonwealth Financial Corp | 0.13% | Add +6.2% | 8,545 | $532K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.12% | No change | 8,525 | $531K |
| Sandhill Capital Partners LLC | 0.04% | Add +3.0% | 8,476 | $528K |
| Financial Futures Ltd Liability Co. | 0.30% | No change | 8,470 | $528K |
| Vise Technologies, Inc. | 0.04% | New | 8,449 | $526K |
| Cutler Investment Counsel LLC | 0.07% | Reduce -3.0% | 8,425 | $525K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Add +3.9% | 8,100 | $524K |
| City State Bank | 0.18% | Reduce -0.8% | 8,400 | $523K |
| Sage Rhino Capital LLC | 0.11% | No change | 8,400 | $523K |
| McIlrath & Eck, LLC | 0.07% | Reduce -2.5% | 8,396 | $523K |
| Burney Co./ | 0.02% | Add +0.1% | 8,392 | $523K |
| NWF Advisory Services Inc. | 0.08% | Add +137.9% | 8,376 | $522K |
| Seven Mile Advisory | 0.33% | Reduce -0.6% | 8,374 | $522K |
| Cassady Schiller Wealth Management, LLC | 0.19% | Add +0.1% | 8,358 | $521K |
| 49 Wealth Management, LLC | 0.07% | Add +16.0% | 8,337 | $519K |
| Code Waechter LLC | 0.45% | Reduce -20.1% | 8,320 | $518K |
| Towerpoint Wealth, LLC | 0.25% | Reduce -0.3% | 8,278 | $516K |
| Bill Few Associates, Inc. | 0.18% | Reduce -20.5% | 8,256 | $514K |
| Acorn Financial Advisory Services Inc. | 0.08% | Add +13.8% | 8,249 | $514K |
| Intelligence Driven Advisers, LLC | 0.10% | Reduce -29.5% | 8,240 | $513K |
| Financial Life Planners | 0.43% | — | 8,236 | $513K |
| Kelleher Financial Advisors | 0.19% | No change | 8,225 | $513K |
| Florida Trust Wealth Management Co | 0.02% | Add +14.0% | 8,211 | $512K |
| Hummer Financial Advisory Services Inc | 0.40% | No change | 8,210 | $512K |
| Consilium Wealth Advisory, LLC | 0.24% | Add +124.5% | 8,160 | $508K |
| Fort Sheridan Advisors LLC | 0.07% | No change | 8,159 | $508K |
| Aurora Private Wealth, Inc. | 0.38% | Reduce -2.4% | 8,156 | $508K |
| Melfa Wealth Management, Inc. | 0.34% | Add +1.6% | 8,149 | $508K |
| Cathy Pareto & Associates, Inc. | 0.47% | — | 8,144 | $507K |
| Collar Capital Management, LLC | 0.42% | — | 8,125 | $506K |
| Strategic Financial Partners, Ltd. | 0.26% | No change | 8,115 | $506K |
| Envision Financial LLC | 0.40% | — | 8,086 | $504K |
| CFM Wealth Partners LLC | 0.08% | Reduce -18.7% | 8,072 | $503K |
| Equita Financial Network, Inc. | 0.18% | Add +41.4% | 8,039 | $501K |
| Global Strategic Investment Solutions, LLC | 0.06% | Add +0.4% | 8,025 | $500K |
| Icon Wealth Advisors, LLC | 0.04% | Add +37.0% | 8,021 | $500K |
| Powell Investment Advisors, LLC | 0.23% | Add +0.4% | 8,019 | $500K |
| LVW Advisors, LLC | 0.06% | Add +43.7% | 8,012 | $499K |
| Augustine Asset Management Inc. | 0.13% | No change | 8,010 | $499K |
| Haverford Financial Services, Inc. | 0.15% | No change | 8,000 | $498K |
| IAG Wealth Partners, LLC | 0.09% | Reduce -0.6% | 7,988 | $498K |
| Martin Capital Advisors, LLP | 0.32% | No change | 7,975 | $497K |
| SGL Investment Advisors, Inc. | 0.25% | Reduce -0.3% | 7,841 | $497K |
| Wealthcare Capital Management LLC | 0.05% | Reduce -28.1% | 7,971 | $497K |
| Southland Equity Partners LLC | 0.12% | Reduce -1.4% | 7,967 | $496K |
| Stokes Family Office, LLC | 0.05% | Reduce -1.9% | 7,961 | $496K |
| Larson Financial Group LLC | 0.03% | Add +80.1% | 7,895 | $492K |
| Lewis Asset Management, LLC | 0.37% | Reduce -3.8% | 7,874 | $491K |
| Eagle Bay Advisors LLC | 0.31% | Add +5950.0% | 7,865 | $490K |
| BIP Wealth, LLC | 0.03% | Add +138.3% | 7,801 | $486K |
| Albion Financial Group | 0.03% | Reduce -0.1% | 7,759 | $483K |
| Drexel Morgan & Co. | 0.10% | No change | 7,755 | $483K |
| Peak Asset Management, LLC | 0.09% | No change | 7,750 | $483K |
| Apella Capital, LLC | 0.02% | Add +19.1% | 7,733 | $482K |
| Stone House Investment Management, LLC | 0.12% | Reduce -17.7% | 7,719 | $481K |
| Wealth Management Associates, Inc. | 0.21% | Reduce -0.5% | 7,711 | $480K |
| SP Asset Management LLC | 0.04% | Add +0.1% | 7,701 | $480K |
| Clear Point Advisors Inc. | 0.41% | Add +0.5% | 7,674 | $478K |
| Hazlett, Burt & Watson, Inc. | 0.21% | Add +1.3% | 7,650 | $477K |
| Fourth Dimension Wealth, LLC | 0.25% | — | 7,628 | $475K |
| Inspire Trust Co, N.A. | 0.12% | No change | 7,627 | $475K |
| Collaborative Wealth Managment Inc. | 0.22% | Reduce -11.1% | 7,625 | $475K |
| Smith Salley Wealth Management | 0.03% | Add +3.4% | 7,620 | $475K |
| Friedenthal Financial | 0.28% | Reduce -0.3% | 7,602 | $474K |
| OneAscent Financial Services LLC | 0.04% | New | 7,583 | $473K |
| Certuity, LLC | 0.05% | Reduce -51.3% | 7,477 | $473K |
| Wealthcare Capital Partners, LLC | 0.24% | — | 7,540 | $470K |
| Paulson Wealth Management Inc. | 0.13% | Reduce -1.8% | 7,529 | $469K |
| Norden Group LLC | 0.05% | Reduce -2.4% | 7,505 | $468K |
| Prime Buchholz LLC | 0.15% | — | 7,488 | $467K |
| Northwest Capital Management Inc | 0.20% | No change | 7,445 | $464K |
| Grant Street Asset Management, Inc. | 0.12% | Add +0.5% | 7,433 | $463K |
| Avion Wealth | 0.12% | No change | 7,435 | $463K |
| Lion Street Advisors, LLC | 0.15% | Add +7.3% | 7,415 | $462K |
| Values Added Financial LLC | 0.27% | No change | 7,401 | $461K |
| Hohimer Wealth Management, LLC | 0.09% | Add +36.0% | 7,350 | $458K |
| Live Oak Private Wealth LLC | 0.08% | Reduce -1.1% | 7,346 | $458K |
| Performance Wealth Partners, LLC | 0.01% | No change | 7,330 | $457K |
| Peterson Wealth Services | 0.14% | Reduce -0.5% | 7,317 | $456K |
| Nicolet Advisory Services, LLC | 0.04% | Add +0.4% | 7,349 | $455K |
| WNY Asset Management, LLC | 0.06% | Reduce -14.3% | 7,298 | $455K |
| Patten & Patten Inc. | 0.03% | Reduce -2.3% | 7,280 | $454K |
| Chancellor Financial Group WB LP | 0.36% | — | 7,261 | $452K |
| Mason Investment Advisory Services, Inc. | 0.03% | Add +0.4% | 7,258 | $452K |
| Bogart Wealth, LLC | 0.02% | Reduce -4.6% | 7,256 | $452K |
| Barnes Wealth Management Group, Inc | 0.30% | — | 7,220 | $450K |
| DDD Partners, LLC | 0.06% | Add +0.9% | 7,210 | $449K |
| CapWealth Advisors, LLC | 0.05% | No change | 7,205 | $449K |
| Latitude Advisors, LLC | 0.25% | Reduce -24.9% | 7,202 | $449K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.87% | New | 7,200 | $449K |
| Scissortail Wealth Management, LLC | 0.11% | Add +143200.0% | 7,165 | $446K |
| Mason & Associates Inc | 0.10% | Add +2.5% | 7,163 | $446K |
| My Personal CFO, LLC | 0.23% | No change | 7,140 | $445K |
| Heritage Trust Co | 0.05% | — | 7,124 | $444K |
| Ardent Capital Management, Inc. | 0.20% | No change | 7,120 | $444K |
| Roundview Capital LLC | 0.03% | Add +7.0% | 7,111 | $443K |
| Aries Wealth Management | 0.12% | No change | 7,071 | $441K |
| Capital Planning LLC | 0.12% | Reduce -1.0% | 7,067 | $440K |
| Staley Capital Advisers Inc. | 0.02% | Reduce -2.8% | 7,055 | $440K |
| Mainstream Capital Management LLC | 0.31% | No change | 7,049 | $439K |
| Tradition Wealth Management, LLC | 0.04% | Reduce -0.8% | 7,033 | $438K |
| WoodTrust Financial Corp | 0.06% | Add +4.5% | 7,025 | $438K |
| Potomac Fund Management Inc. | 0.03% | — | 7,010 | $437K |
| Selway Asset Management | 0.17% | No change | 7,000 | $436K |
| Greenhouse Wealth Management, LLC | 0.29% | Add +0.4% | 6,998 | $436K |
| McElhenny Sheffield Capital Management, LLC | 0.15% | Reduce -8.8% | 6,990 | $436K |
| Balentine LLC | 0.02% | No change | 6,981 | $435K |
| Ti-Trust, Inc. | 0.29% | No change | 6,928 | $432K |
| JT Stratford LLC | 0.07% | Add +0.8% | 6,921 | $431K |
| Occidental Asset Management, LLC | 0.07% | Add +0.1% | 6,887 | $429K |
| Onyx Bridge Wealth Group LLC | 0.06% | Add +4.7% | 6,886 | $429K |
| Kovack Advisors, Inc. | 0.04% | Add +62.0% | 6,859 | $427K |
| Defined Wealth Management, LLC | 0.28% | Reduce -2.3% | 6,847 | $427K |
| Canvas Wealth Advisors, LLC | 0.11% | Reduce -1.0% | 6,830 | $426K |
| Keebeck Wealth Management | 0.06% | Reduce -0.4% | 6,825 | $425K |
| Whalerock Point Partners, LLC | 0.10% | No change | 6,820 | $425K |
| One Wealth Management Investment & Advisory Services, LLC | 0.67% | Reduce -0.5% | 6,799 | $424K |
| WealthCare Investment Partners, LLC | 0.18% | Add +0.4% | 6,814 | $423K |
| Legacy PCG, LLC | 0.30% | Reduce -2.3% | 6,795 | $423K |
| GWN Securities Inc. | 0.11% | — | 6,715 | $422K |
| First Trust Advisors LP | 0.00% | New | 6,757 | $421K |
| Okabena Investment Services Inc. | 0.12% | No change | 6,755 | $421K |
| Center For Asset Management LLC | 0.27% | No change | 6,735 | $420K |
| Rothschild Capital Partners, LLC | 0.10% | Add +1.4% | 6,725 | $419K |
| Peregrine Asset Advisers, Inc. | 0.15% | Reduce -2.1% | 6,710 | $418K |
| Kings Path Partners LLC | 0.18% | No change | 6,700 | $417K |
| Rappaport Reiches Capital Management, LLC | 0.11% | Reduce -6.7% | 6,645 | $414K |
| BCGM Wealth Management, LLC | 0.13% | Add +0.9% | 6,640 | $414K |
| J. L. Bainbridge & Co., Inc. | 0.04% | Reduce -12.3% | 6,623 | $413K |
| Mendota Financial Group, LLC | 0.27% | Reduce -21.9% | 6,608 | $412K |
| Tradewinds, LLC. | 0.11% | Reduce -16.3% | 6,452 | $411K |
| Lifeworks Advisors, LLC | 0.07% | Reduce -54.9% | 6,594 | $411K |
| Dynamic Financial Group | 0.42% | — | 6,590 | $411K |
| Sunburst Financial Group, LLC | 0.10% | Reduce -2.4% | 6,586 | $410K |
| Black Diamond Financial, LLC | 0.06% | Add +71.0% | 6,565 | $409K |
| Pinnacle Wealth Management Group, Inc. | 0.25% | Add +8.0% | 6,563 | $409K |
| Elios Financial Group Inc. | 0.19% | Add +0.2% | 6,563 | $409K |
| Dopkins Wealth Management, LLC | 0.21% | Add +4.6% | 6,535 | $407K |
| Meridian Financial Partners LLC | 0.21% | No change | 6,535 | $407K |
| Flow Traders U.S. LLC | 0.02% | New | 6,521 | $406K |
| IMS Capital Management | 0.19% | No change | 6,515 | $406K |
| MKD Wealth Coaches, LLC | 0.41% | — | 6,487 | $404K |
| Debussy Capital Management LP | 0.06% | Reduce -9.1% | 6,244 | $404K |
| Sonora Investment Management Group, LLC | 0.03% | No change | 6,483 | $404K |
| McDaniel Terry & Co. | 0.03% | No change | 6,440 | $401K |
| Berkeley Capital Partners, LLC | 0.11% | Add +0.0% | 6,410 | $399K |
| Foster & Motley Inc. | 0.03% | Reduce -0.7% | 6,399 | $399K |
| Fermata Advisors, LLC | 0.07% | Reduce -16.6% | 6,389 | $398K |
| L.M. Kohn & Company | 0.10% | Reduce -3.3% | 6,382 | $398K |
| Sugarloaf Wealth Management, LLC | 0.08% | Add +3.1% | 6,381 | $398K |
| Phillips Wealth Planners LLC | 0.40% | Add +0.5% | 6,391 | $396K |
| Marble Harbor Investment Counsel, LLC | 0.04% | Reduce -17.0% | 6,335 | $395K |
| Archer Investment Corp | 0.11% | Add +2.1% | 6,310 | $393K |
| Bison Wealth, LLC | 0.09% | Add +2.6% | 6,297 | $392K |
| J.P. Marvel Investment Advisors, LLC | 0.06% | No change | 6,295 | $392K |
| Latko Wealth Management, Ltd. | 0.23% | Add +11.4% | 6,265 | $390K |
| Jamison Private Wealth Management, Inc. | 0.06% | Add +18.0% | 6,251 | $390K |
| Ashford Advisors, LLC | 0.09% | No change | 6,250 | $389K |
| WPWealth LLP | 0.08% | Reduce -42.9% | 6,244 | $389K |
| Xponance LLC | 0.00% | Add +90.7% | 6,235 | $389K |
| Morton Brown Family Wealth, LLC | 0.14% | No change | 6,234 | $388K |
| Carson Advisory Inc. | 0.27% | Add +10.5% | 6,233 | $388K |
| Camarda Financial Advisors, LLC | 0.14% | Add +91.2% | 6,177 | $385K |
| Pollock Investment Advisors, LLC | 0.31% | — | 6,175 | $385K |
| First Bancorp, Inc | 0.26% | No change | 6,163 | $384K |
| Vantage Point Financial LLC | 0.21% | — | 6,148 | $383K |
| Range Financial Group LLC | 0.18% | Add +0.3% | 6,137 | $382K |
| Morton Capital Management LLC | 0.07% | Add +0.1% | 6,127 | $382K |
| Park Square Financial Group, LLC | 0.26% | — | 6,125 | $382K |
| Mystic Asset Management, Inc. | 0.10% | Add +27.0% | 6,120 | $381K |
| Ade, LLC | 0.23% | Add +0.0% | 6,104 | $380K |
| LexAurum Advisors, LLC | 0.08% | Reduce -5.4% | 6,088 | $379K |
| Barr E S & Co. | 0.02% | No change | 6,085 | $379K |
| Montz Harcus Wealth Management LLC | 0.21% | Add +0.4% | 6,076 | $379K |
| Charles Schwab Trust Co | 0.03% | Reduce -3.6% | 6,065 | $378K |
| Faithward Advisors, LLC | 0.06% | No change | 6,060 | $378K |
| Global Financial Private Client, LLC | 0.14% | No change | 6,035 | $376K |
| Auxano Advisors, LLC | 0.09% | Add +0.4% | 6,026 | $375K |
| Plum Street Advisors, LLC | 0.18% | No change | 5,991 | $373K |
| BOS Asset Management, LLC | 0.13% | Add +1.4% | 5,974 | $372K |
| Heritage Financial Services, LLC | 0.05% | Add +13.4% | 5,972 | $372K |
| Alpha Cubed Investments, LLC | 0.02% | Add +0.5% | 5,971 | $372K |
| SkyOak Wealth, LLC | 0.08% | Add +11.7% | 5,950 | $371K |
| W Advisors, LLC | 0.23% | No change | 5,931 | $370K |
| Financial Guidance Group, Inc. | 0.20% | Reduce -12.1% | 5,925 | $369K |
| Legacy Bridge, LLC | 0.19% | No change | 5,920 | $369K |
| Selective Wealth Management, Inc. | 0.15% | Reduce -12.9% | 5,836 | $368K |
| Jentner Corp | 0.11% | No change | 5,900 | $368K |
| TFC Financial Management, Inc. | 0.06% | Add +0.1% | 5,892 | $367K |
| Osborne Partners Capital Management, LLC | 0.02% | No change | 5,890 | $367K |
| Princeton Capital Management LLC | 0.11% | No change | 5,890 | $367K |
| LongView Wealth Management | 0.11% | Add +30.1% | 5,880 | $366K |
| Van Cleef Asset Management,Inc | 0.04% | No change | 5,870 | $366K |
| JB Capital LLC | 0.02% | Reduce -15.9% | 5,860 | $365K |
| ARS Wealth Advisors Group, LLC | 0.05% | Add +0.0% | 5,846 | $364K |
| Fox Financial, Inc | 0.33% | Reduce -3.1% | 5,840 | $364K |
| Asset Dedication, LLC | 0.03% | Reduce -2.4% | 5,839 | $364K |
| Schnieders Capital Management LLC | 0.07% | Reduce -89.0% | 5,835 | $364K |
| Facet Wealth, Inc. | 0.01% | Reduce -19.5% | 5,675 | $363K |
| Gray Wealth Management Inc. | 0.14% | Add +0.1% | 5,824 | $363K |
| RVW Wealth, LLC | 0.03% | Reduce -4.2% | 5,802 | $362K |
| Synergy Investment Management, LLC | 0.16% | — | 5,797 | $361K |
| REAP Financial Group, LLC | 0.09% | No change | 5,783 | $360K |
| GPS Wealth Strategies Group, LLC | 0.05% | Add +11.3% | 5,780 | $360K |
| Houlihan Financial Resource Group, Ltd. | 0.15% | No change | 5,755 | $359K |
| Avaii Wealth Management, LLC | 0.18% | No change | 5,760 | $359K |
| Cherrydale Wealth Management, LLC | 0.14% | Add +75.1% | 5,757 | $359K |
| Eagle Strategies LLC | 0.06% | Add +5.4% | 5,746 | $358K |
| Bull Street Advisors, LLC | 0.17% | No change | 5,745 | $358K |
| Burling Wealth Partners, LLC | 0.07% | — | 5,738 | $358K |
| Aberdeen Wealth Management LLC | 0.24% | No change | 5,725 | $357K |
| HUB Investment Partners, LLC | 0.01% | Reduce -27.1% | 5,719 | $356K |
| Northstar Advisory Group, LLC | 0.18% | Reduce -95.3% | 5,685 | $354K |
| Bernardo Wealth Planning LLC | 0.08% | Add +6.0% | 5,723 | $354K |
| Obsidian Cio, LLC | 0.06% | Add +0.4% | 5,681 | $354K |
| Trek Financial, LLC | 0.03% | No change | 5,675 | $354K |
| Maia Wealth LLC | 0.08% | Reduce -7.6% | 5,443 | $352K |
| Boston Trust Walden Corp | 0.00% | No change | 5,635 | $351K |
| Main Street Group, LTD | 0.15% | Add +5.4% | 5,626 | $351K |
| Shira Ridge Wealth Management | 0.17% | Add +0.0% | 5,624 | $350K |
| Forum Financial Management, LP | 0.01% | Reduce -10.9% | 5,612 | $350K |
| Community Financial Services Group, LLC | 0.07% | Reduce -80.8% | 5,608 | $349K |
| Gradient Capital Advisors, LLC | 0.11% | Reduce -1.9% | 5,605 | $349K |
| McNaughton Wealth Management, LLC | 0.17% | No change | 5,600 | $349K |
| Bank Ozk | 0.14% | Reduce -0.8% | 5,570 | $347K |
| Successful Portfolios LLC | 0.23% | Add +2.4% | 5,550 | $346K |
| Northeast Investment Management | 0.02% | Add +9.4% | 5,550 | $346K |
| Legacy Edge Advisors, LLC | 0.05% | No change | 5,550 | $345K |
| Clear Creek Financial Management, LLC | 0.04% | Add +0.9% | 5,534 | $345K |
| Financial Perspectives, Inc | 0.12% | Add +4.0% | 5,528 | $344K |
| Heritage Family Offices, LLP | 0.17% | Add +0.1% | 5,516 | $344K |
| Capital Wealth Management, LLC | 0.15% | Reduce -6.4% | 5,447 | $339K |
| Partners in Financial Planning | 0.07% | Reduce -5.6% | 5,422 | $338K |
| Dimension Capital Management LLC | 0.06% | Reduce -38.8% | 5,400 | $336K |
| Penobscot Investment Management Company, Inc. | 0.03% | No change | 5,400 | $336K |
| BTC Capital Management, Inc. | 0.03% | Reduce -1.7% | 5,396 | $336K |
| Accredited Wealth Management, LLC | 0.29% | — | 5,391 | $336K |
| Drum Hill Capital, LLC | 0.42% | — | 5,375 | $335K |
| Gilman Hill Asset Management, LLC | 0.06% | No change | 5,350 | $333K |
| Segment Wealth Management, LLC | 0.02% | No change | 5,340 | $333K |
| Forte Capital LLC | 0.04% | Add +2.0% | 5,329 | $332K |
| Transform Wealth, LLC | 0.02% | Add +0.1% | 5,325 | $332K |
| Millstone Evans Group, LLC | 0.22% | — | 5,284 | $329K |
| Requisite Capital Management, LLC | 0.07% | No change | 5,275 | $329K |
| Compass Capital Corp. /Ma/ | 0.13% | — | 5,015 | $328K |
| Ellsworth Advisors, LLC | 0.09% | Reduce -28.6% | 5,250 | $327K |
| Hills Bank & Trust Co | 0.02% | Add +25.6% | 5,248 | $327K |
| Smart Money Group LLC | 0.11% | Add +0.4% | 5,247 | $327K |
| Thompson Siegel & Walmsley LLC | 0.01% | Reduce -3.4% | 5,238 | $326K |
| Strategy Asset Managers LLC | 0.06% | Reduce -5.9% | 5,228 | $326K |
| Trademark Financial Management, LLC | 0.26% | Add +1.0% | 5,217 | $325K |
| WealthPLAN Partners, LLC | 0.05% | Reduce -12.2% | 5,208 | $325K |
| St Germain D J Co. Inc. | 0.01% | Reduce -4.7% | 5,201 | $324K |
| Auour Investments LLC | 0.11% | No change | 4,995 | $323K |
| Gibbs Wealth Management | 0.09% | Add +9.0% | 5,175 | $322K |
| Integrated Capital Management, LLC | 0.17% | New | 5,171 | $322K |
| Naviter Wealth, LLC | 0.04% | No change | 5,147 | $321K |
| Blue Bell Private Wealth Management, LLC | 0.06% | Add +6.8% | 5,141 | $320K |
| Family Office Research LLC | 0.14% | — | 5,095 | $317K |
| Mason & Associates, LLC | 0.09% | Reduce -2.1% | 5,095 | $317K |
| Richmond Investment Services, LLC | 0.18% | — | 5,083 | $317K |
| Clarity Capital Partners LLC | 0.16% | Add +40.3% | 5,071 | $316K |
| LJI Wealth Management, LLC | 0.06% | Add +21.1% | 5,064 | $316K |
| Silicon Valley Capital Partners | 0.04% | Reduce -7.6% | 5,060 | $315K |
| 4J Wealth Management LLC | 0.25% | Add +0.1% | 5,043 | $314K |
| Resurgent Financial Advisors LLC | 0.19% | Add +1.1% | 5,042 | $314K |
| Byrne Financial Freedom, LLC | 0.14% | — | 5,038 | $314K |
| Abound Wealth Management | 0.10% | Add +4.3% | 5,032 | $314K |
| Madrona Financial Services, LLC | 0.09% | Add +0.4% | 5,026 | $313K |
| Brick & Kyle, Associates | 0.13% | No change | 5,025 | $313K |
| Bluestem Financial Advisors, LLC | 0.15% | No change | 5,014 | $312K |
| Bantamac Capital, LLC | 0.14% | No change | 5,000 | $312K |
| Planning Directions Inc. | 0.18% | Reduce -8.4% | 4,969 | $310K |
| JFG Wealth Management, LLC | 0.07% | Add +0.7% | 4,965 | $309K |
| Greenspring Advisors, LLC | 0.07% | No change | 4,955 | $309K |
| HFR Wealth Management, LLC | 0.08% | New | 4,936 | $308K |
| Worth Financial Advisory Group, LLC | 0.19% | No change | 4,925 | $307K |
| Monterey Private Wealth, Inc. | 0.10% | Reduce -3.9% | 4,904 | $306K |
| MPWM Advisory Solutions, LLC | 0.22% | — | 4,903 | $306K |
| Welch Group, LLC | 0.01% | No change | 4,909 | $305K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.08% | Reduce -35.5% | 4,895 | $305K |
| Custos Family Office, LLC | 0.11% | Add +0.2% | 4,892 | $305K |
| Grove Street Fiduciary, LLC | 0.16% | — | 4,887 | $305K |
| Alexander Randolph Advisory, Inc. | 0.28% | No change | 4,885 | $304K |
| Optimum Investment Advisors | 0.13% | Reduce -27.7% | 4,885 | $304K |
| Veracity Capital LLC | 0.11% | Add +4.6% | 4,875 | $304K |
| Advisor OS, LLC | 0.04% | Add +7.2% | 4,863 | $303K |
| Lee Danner & Bass Inc. | 0.02% | Add +0.8% | 4,863 | $303K |
| Zuckerman Investment Group, LLC | 0.03% | No change | 4,735 | $303K |
| Advance Capital Management, Inc. | 0.01% | Add +0.4% | 4,841 | $302K |
| James J. Burns & Company, LLC | 0.05% | Reduce -3.5% | 4,826 | $301K |
| Main Management LLC | 0.02% | No change | 4,825 | $301K |
| LPF Advisors LLC | 0.25% | Reduce -1.3% | 4,821 | $300K |
| Prodigy Asset Management LLC | 0.26% | — | 4,809 | $300K |
| Dumont & Blake Investment Advisors LLC | 0.08% | Add +0.0% | 4,763 | $297K |
| Commonwealth Retirement Investments LLC | 0.12% | No change | 4,755 | $296K |
| Creative Capital Management Investments LLC | 0.12% | Add +2.1% | 4,754 | $296K |
| Noesis Capital Mangement Corp. | 0.06% | Reduce -5.0% | 4,745 | $296K |
| JGP Wealth Management, LLC | 0.04% | Add +5.5% | 4,728 | $295K |
| OneAscent Wealth Management LLC | 0.12% | Reduce -1.0% | 4,709 | $293K |
| Canopy Partners, LLC | 0.11% | No change | 4,680 | $292K |
| First National Bank & Trust Co. of Newtown | 0.06% | Reduce -5.9% | 4,660 | $290K |
| Brooklyn FI, LLC | 0.10% | Add +2.8% | 4,646 | $289K |
| Family Manage LLC | 0.05% | Add +2.5% | 4,627 | $288K |
| Foster Victor Wealth Advisors, LLC | 0.02% | Reduce -36.7% | 4,436 | $287K |
| Madrid Financial Services | 0.23% | — | 4,599 | $287K |
| Moss Adams Wealth Advisors LLC | 0.03% | No change | 4,595 | $286K |
| Geneva Partners, LLC | 0.12% | Add +0.4% | 4,589 | $286K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -2.1% | 4,580 | $285K |
| Acorn Wealth Advisors, LLC | 0.12% | Reduce -12.1% | 4,557 | $284K |
| Granite Investment Partners, LLC | 0.01% | No change | 4,555 | $284K |
| Indie Asset Partners, LLC | 0.22% | Add +5.2% | 4,553 | $284K |
| Seed Wealth Management, Inc. | 0.23% | No change | 4,550 | $284K |
| Independence Bank of Kentucky | 0.04% | Add +72.3% | 4,550 | $284K |
| Watts Gwilliam & Co., LLC | 0.06% | Add +6.8% | 4,523 | $283K |
| Concord Wealth Partners | 0.05% | Add +0.1% | 4,533 | $282K |
| Atwood & Palmer Inc. | 0.02% | Add +6.8% | 4,530 | $282K |
| Beaton Management Co. Inc. | 0.14% | No change | 4,530 | $282K |
| Nabity-Jensen Investment Management Inc | 0.21% | No change | 4,525 | $282K |
| Criterion Capital Advisors, LLC | 0.18% | No change | 4,792 | $280K |
| West Michigan Advisors, LLC | 0.08% | Reduce -4.8% | 4,500 | $280K |
| Aspen Investment Management Inc | 0.13% | Add +0.1% | 4,471 | $279K |
| Iron Horse Wealth Management, LLC | 0.09% | Add +20.2% | 4,456 | $278K |
| Quartz Partners, LLC | 0.17% | Reduce -10.8% | 4,455 | $278K |
| Five Oceans Advisors | 0.13% | No change | 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 |
| Defined Financial Planning LLC | 0.30% | — | 4,447 | $277K |
| DecisionMap Wealth Management, LLC | 0.22% | — | 4,444 | $277K |
| Detalus Advisors, LLC | 0.09% | Reduce -4.7% | 4,422 | $276K |
| Veltria Advisors Corp. | 0.11% | No change | 4,420 | $275K |
| Mitchell Sinkler & Starr | 0.07% | No change | 4,385 | $273K |
| Visionary Wealth Advisors | 0.02% | Add +0.3% | 4,381 | $273K |
| MADDEN SECURITIES Corp | 0.11% | Add +7.4% | 4,372 | $272K |
| Hanson & Doremus Investment Management | 0.04% | No change | 4,370 | $272K |
| Market Street Wealth Management Advisors LLC | 0.05% | Reduce -7.1% | 4,354 | $271K |
| Vishria Bird Financial Group, LLC | 0.09% | No change | 4,345 | $271K |
| Adero Partners, LLC | 0.02% | Reduce -0.5% | 4,347 | $271K |
| Integral Investment Advisors, Inc. | 0.09% | No change | 4,340 | $270K |
| Emergent Wealth Advisors, LLC | 0.20% | Add +3.5% | 4,336 | $270K |
| Heritage Wealth Partners, LLC | 0.34% | Reduce -0.8% | 4,333 | $270K |
| Symmetry Partners, LLC | 0.04% | Add +0.1% | 4,313 | $269K |
| Charis Legacy Partners, LLC | 0.55% | — | 4,305 | $268K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 4,300 | $268K |
| Douglass Winthrop Advisors, LLC | 0.01% | Reduce -22.8% | 4,295 | $268K |
| Verum Partners LLC | 0.08% | Add +0.3% | 4,289 | $267K |
| Total Clarity Wealth Management, Inc. | 0.09% | No change | 4,286 | $267K |
| Alpha Financial Advisors, LLC | 0.12% | Reduce -0.1% | 4,273 | $266K |
| Francis Financial, Inc. | 0.07% | Reduce -0.8% | 4,249 | $265K |
| McLean Asset Management Corp | 0.08% | Add +0.0% | 4,245 | $265K |
| Strategic Advisors LLC | 0.05% | Reduce -26.9% | 4,245 | $265K |
| Chilton Capital Management LLC | 0.01% | Add +3.2% | 4,230 | $264K |
| Chris Bulman Inc | 0.17% | Add +0.8% | 4,214 | $263K |
| Marquette Asset Management, LLC | 0.04% | Reduce -1.8% | 4,200 | $262K |
| WestHill Financial Advisors, Inc. | 0.06% | Add +0.1% | 4,197 | $261K |
| Medallion Wealth Advisors, LLC | 0.13% | — | 4,219 | $261K |
| Red Lighthouse Investment Management, LLC | 0.10% | No change | 4,190 | $261K |
| Patrick M Sweeney & Associates, Inc. | 0.20% | No change | 4,187 | $261K |
| Schroder Investment Management Group | 0.00% | No change | 4,186 | $261K |
| B.O.S.S. Retirement Advisors, LLC | 0.07% | New | 4,182 | $261K |
| Penney Financial, LLC | 0.17% | No change | 4,175 | $260K |
| Nixon Peabody Trust Co. | 0.02% | Add +7.7% | 4,175 | $260K |
| Sequent Planning LLC | 0.10% | Add +11.2% | 4,163 | $259K |
| O'Dell Group, LLC | 0.06% | New | 4,155 | $259K |
| Praetorian Wealth Management, Inc. | 0.06% | New | 4,155 | $259K |
| Basso Capital Management, L.P. | 0.22% | New | 4,150 | $259K |
| Mengis Capital Management, Inc. | 0.05% | Add +0.3% | 4,144 | $258K |
| Elevated Capital Advisors, LLC | 0.07% | Add +13.3% | 4,143 | $258K |
| TABR Capital Management, LLC | 0.23% | — | 4,125 | $257K |
| Denver Wealth Management, Inc. | 0.12% | Add +0.4% | 4,122 | $257K |
| Stonebridge Capital Advisors LLC | 0.02% | No change | 4,105 | $256K |
| TrueWealth Advisors, LLC | 0.09% | No change | 4,100 | $255K |
| Millennium Management | 0.00% | New | 4,098 | $255K |
| Aufman Associates Inc | 0.17% | Reduce -6.6% | 4,091 | $255K |
| Legacy Capital Wealth Partners, LLC | 0.06% | New | 4,091 | $255K |
| Blue Barn Wealth, LLC | 0.13% | Add +7.2% | 4,074 | $254K |
| Barclays PLC | 0.00% | Reduce -99.0% | 4,065 | $253K |
| Colonial River Investments, LLC | 0.12% | Add +2.5% | 4,060 | $253K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.09% | Add +0.0% | 4,052 | $252K |
| Accelerate Investment Advisors LLC | 0.22% | New | 4,037 | $252K |
| Symphony Financial Services, Inc. | 0.20% | Reduce -40.2% | 4,006 | $250K |
| Signal Advisors Wealth, LLC | 0.03% | Reduce -48.5% | 4,013 | $250K |
| Secure Asset Management, LLC | 0.04% | Add +5.8% | 4,013 | $250K |
| Mainsail Asset Management, LLC | 0.17% | No change | 4,000 | $249K |
| Addison Advisors LLC | 0.07% | Reduce -23.3% | 3,989 | $249K |
| Signet Financial Management, LLC | 0.03% | Reduce -5.3% | 3,986 | $248K |
| Ceera Investments, LLC | 0.09% | No change | 3,975 | $248K |
| DiNuzzo Private Wealth, Inc. | 0.03% | No change | 3,965 | $247K |
| Flaharty Asset Management, LLC | 0.04% | Add +1075.7% | 3,962 | $247K |
| Summit Wealth & Retirement Planning, Inc. | 0.08% | No change | 3,955 | $246K |
| Fingerlakes Wealth Management, Inc. | 0.20% | Reduce -0.2% | 3,948 | $246K |
| Everhart Financial Group, Inc. | 0.05% | Reduce -0.1% | 3,947 | $246K |
| Liberty Wealth Management LLC | 0.04% | Add +2.7% | 3,922 | $244K |
| SMART Wealth LLC | 0.09% | New | 3,916 | $244K |
| Ifrah Financial Services, Inc. | 0.07% | Add +2.4% | 3,913 | $244K |
| Magnolia Private Wealth, LLC | 0.22% | — | 3,900 | $243K |
| Jim Saulnier & Associates, LLC | 0.21% | No change | 3,900 | $243K |
| Atlas Private Wealth Advisors | 0.03% | Add +0.1% | 3,891 | $242K |
| Focused Wealth Management, Inc | 0.03% | Add +0.3% | 3,882 | $242K |
| Trustco Bank Corp. N Y | 0.26% | Reduce -31.0% | 3,868 | $241K |
| Cypress Wealth Services, LLC | 0.05% | No change | 3,865 | $241K |
| Von Berge Wealth Management Group, LLC | 0.15% | Add +0.4% | 3,690 | $241K |
| Summit Wealth Group, LLC | 0.07% | No change | 3,850 | $240K |
| Presilium Private Wealth, LLC | 0.06% | Add +0.5% | 3,850 | $240K |
| Midwest Capital Advisors, LLC | 0.18% | — | 3,849 | $240K |
| Private Client Services, LLC | 0.13% | Reduce -8.0% | 3,845 | $240K |
| Wade Financial Advisory, Inc | 0.08% | No change | 3,835 | $239K |
| Alpha Omega Wealth Management LLC | 0.05% | Reduce -13.4% | 3,830 | $239K |
| Sanctuary Wealth Management, L.L.C. | 0.16% | Add +22.2% | 3,829 | $239K |
| Legacy Solutions, LLC | 0.26% | — | 3,826 | $238K |
| Fortis Capital Management LLC | 0.04% | Reduce -3.0% | 3,811 | $237K |
| Sheridan Capital Management, LLC | 0.17% | New | 3,800 | $237K |
| RMR Capital Management, LLC | 0.18% | No change | 3,785 | $236K |
| Register Financial Advisors LLC | 0.12% | Add +52.7% | 3,774 | $235K |
| Mosaic Family Wealth Partners, LLC | 0.03% | New | 3,773 | $235K |
| Roberts Wealth Advisors, LLC | 0.07% | New | 3,675 | $235K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | Reduce -29.1% | 3,760 | $234K |
| Hall Capital Management Co. Inc. | 0.11% | — | 3,750 | $234K |
| Sterling Group Wealth Management, LLC | 0.12% | No change | 3,749 | $234K |
| Freedom Day Solutions, LLC | 0.07% | Add +16.3% | 3,746 | $233K |
| Denver PWM, LLC | 0.09% | Reduce -9.8% | 3,727 | $232K |
| Gold Investment Management Ltd. | 0.10% | No change | 3,725 | $232K |
| Moody Aldrich Partners LLC | 0.04% | No change | 3,725 | $232K |
| Bridgewealth Advisory Group, LLC | 0.07% | Add +9.5% | 3,630 | $232K |
| Claris Financial LLC | 0.15% | — | 3,717 | $232K |
| Topsail Wealth Management, LLC | 0.05% | — | 3,712 | $231K |
| LPWM LLC | 0.07% | No change | 3,679 | $229K |
| Financial Life Advisors | 0.09% | No change | 3,672 | $229K |
| M3 Advisory Group, LLC | 0.16% | Add +0.1% | 3,668 | $229K |
| Cannon Wealth Management Services, LLC | 0.20% | Reduce -40.4% | 3,561 | $228K |
| Select Equity Group, L.P. | 0.00% | New | 3,641 | $227K |
| Covenant Asset Management, LLC | 0.05% | No change | 3,640 | $227K |
| Forthright Family Wealth Advisory LLC | 0.15% | No change | 3,640 | $227K |
| Ehrlich Financial Group | 0.16% | Reduce -23.2% | 3,639 | $227K |
| Shorepoint Capital Partners LLC | 0.05% | Reduce -0.8% | 3,632 | $226K |
| Matthew Goff Investment Advisor, LLC | 0.04% | No change | 3,629 | $226K |
| Bfsg, LLC | 0.03% | No change | 3,620 | $226K |
| Garde Capital, Inc. | 0.01% | No change | 3,605 | $225K |
| Woodley Farra Manion Portfolio Management Inc. | 0.01% | New | 3,607 | $225K |
| Aristotle Capital Boston, LLC | 0.01% | Add +1534.5% | 3,596 | $224K |
| CNB Bank | 0.10% | No change | 3,595 | $224K |
| Heritage Wealth Advisors | 0.01% | Reduce -29.4% | 3,595 | $224K |
| Darrow Company, Inc. | 0.13% | No change | 3,588 | $224K |
| Epiq Partners, LLC | 0.13% | No change | 3,575 | $223K |
| Holderness Investments Co. | 0.05% | Add +4.4% | 3,575 | $223K |
| Columbus Macro, LLC | 0.03% | Reduce -0.2% | 3,571 | $223K |
| Fiduciary Financial Group, LLC | 0.05% | New | 3,591 | $222K |
| Westshore Wealth, LLC | 0.09% | No change | 3,565 | $222K |
| Smith Chas P & Associates Pa Cpas | 0.01% | Reduce -0.1% | 3,554 | $221K |
| Annex Advisory Services, LLC | 0.01% | Reduce -4.2% | 3,550 | $221K |
| Braun-Bostich & Associates Inc. | 0.16% | No change | 3,525 | $220K |
| Chemistry Wealth Management LLC | 0.05% | No change | 3,520 | $219K |
| Aull & Monroe Investment Management Corp | 0.11% | No change | 3,500 | $218K |
| Capstone Financial Advisors, Inc. | 0.01% | Add +0.4% | 3,486 | $217K |
| TD Capital Management LLC | 0.02% | Add +0.3% | 3,483 | $217K |
| Fogel Capital Management, Inc. | 0.11% | No change | 3,480 | $217K |
| Meritage Portfolio Management | 0.01% | New | 3,480 | $217K |
| Heartwood Wealth Advisors LLC | 0.02% | No change | 3,460 | $216K |
| Uniting Wealth Partners, LLC | 0.10% | — | 3,432 | $214K |
| Paradigm, Strategies in Wealth Management, LLC | 0.14% | Reduce -4.5% | 3,431 | $214K |
| Brogan Financial, Inc. | 0.10% | Reduce -5.3% | 3,428 | $214K |
| Palisades Hudson Asset Management, L.P. | 0.09% | No change | 3,405 | $212K |
| Leelyn Smith, LLC | 0.04% | New | 3,402 | $212K |
| Thor Investment Management Inc. /Oh/ | 0.16% | No change | 3,400 | $212K |
| Atlantic Union Bankshares Corp | 0.01% | No change | 3,380 | $211K |
| ACT Advisors, LLC. | 0.11% | Reduce -2.6% | 3,368 | $210K |
| Capital Insight Partners, LLC | 0.04% | No change | 3,365 | $210K |
| Sentry LLC | 0.04% | Reduce -26.6% | 3,360 | $209K |
| F&V Capital Management, LLC | 0.06% | No change | 3,350 | $209K |
| Cyndeo Wealth Partners, LLC | 0.01% | New | 3,352 | $209K |
| Wilkins Investment Counsel Inc. | 0.03% | New | 3,350 | $209K |
| Strategic Financial Planning, Inc. | 0.14% | No change | 3,339 | $208K |
| White Pine Capital LLC | 0.07% | No change | 3,335 | $208K |
| Fiduciary Alliance LLC | 0.02% | New | 3,332 | $208K |
| LeClair Wealth Partners LLC | 0.14% | — | 3,327 | $207K |
| Reston Wealth Management LLC | 0.08% | Reduce -4.0% | 3,326 | $207K |
| TCP Asset Management, LLC | 0.05% | No change | 3,325 | $207K |
| Roehl & Yi Investment Advisors, LLC | 0.11% | — | 3,300 | $206K |
| SCS Capital Management LLC | 0.00% | No change | 3,300 | $206K |
| Client 1ST Advisory Group, LLC | 0.08% | Reduce -12.6% | 3,284 | $205K |
| Lake Hills Wealth Management, LLC | 0.14% | Reduce -14.6% | 3,282 | $204K |
| Financial Symmetry Inc | 0.14% | Reduce -4.3% | 3,265 | $203K |
| Sterling Wealth Management, Inc. | 0.08% | Reduce -2.8% | 3,265 | $203K |
| Voisard Asset Management Group, Inc. | 0.07% | No change | 3,255 | $203K |
| Edgestream Partners, L.P. | 0.01% | Reduce -53.6% | 3,249 | $202K |
| Seneschal Advisors, LLC | 0.17% | — | 3,245 | $202K |
| Rovin Capital /Ut/ | 0.07% | New | 3,249 | $202K |
| Schechter Investment Advisors, LLC | 0.02% | Reduce -6.1% | 3,240 | $202K |
| BBR Partners, LLC | 0.01% | No change | 3,239 | $202K |
| Monograph Wealth Advisors, LLC | 0.03% | No change | 3,231 | $201K |
| Rodgers & Associates, LTD | 0.02% | No change | 3,230 | $201K |
| Andrews, Lucia Wealth Management LLC | 0.13% | New | 3,227 | $201K |
| Clare Market Investments LLC | 0.05% | No change | 3,225 | $201K |
| Team Hewins, LLC | 0.08% | Reduce -1.6% | 3,220 | $201K |
| DeDora Capital, Inc. | 0.05% | No change | 3,212 | $200K |
| Woodard & Co. Asset Management Group Inc. | 0.04% | No change | 3,211 | $200K |
| GoalVest Advisory LLC | 0.05% | No change | 3,150 | $196K |
| Frazier Financial Advisors, LLC | 0.15% | Add +31.1% | 3,133 | $195K |
| Piscataqua Savings Bank | 0.17% | No change | 3,100 | $193K |
| Compass Wealth Management LLC | 0.05% | No change | 3,090 | $193K |
| Sierra Ocean, LLC | 0.16% | — | 3,057 | $191K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +586.8% | 2,754 | $189K |
| Rosenberg Matthew Hamilton | 0.05% | No change | 3,000 | $187K |
| one8zero8, LLC | 0.04% | — | 2,980 | $186K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.05% | No change | 2,973 | $185K |
| Perkins Coie Trust Co | 0.04% | Reduce -14.9% | 2,945 | $184K |
| Wagner Wealth Management, LLC | 0.04% | No change | 2,753 | $172K |
| Curio Wealth, LLC | 0.09% | — | 2,707 | $169K |
| Menard Financial Group LLC | 0.10% | New | 2,705 | $169K |
| Versant Capital Management, Inc | 0.04% | No change | 2,700 | $168K |
| First Financial Corp. | 0.08% | Add +27.8% | 2,665 | $166K |
| Eukles Asset Management | 0.07% | Add +1.1% | 2,656 | $165K |
| Sugar Maple Asset Management, LLC | 0.13% | New | 2,655 | $165K |
| Tanglewood Legacy Advisors, LLC | 0.07% | No change | 2,635 | $164K |
| Caitlin John, LLC | 0.11% | Reduce -0.3% | 2,633 | $164K |
| Elgethun Capital Management | 0.04% | Add +0.3% | 2,611 | $163K |
| First United Bank & Trust | 0.06% | No change | 2,575 | $160K |
| MilWealth Group LLC | 0.04% | New | 2,515 | $157K |
| Financial Gravity Companies, Inc. | 0.04% | Add +16.7% | 2,509 | $156K |
| Disciplina Capital Management LLC | 0.03% | Reduce -7.9% | 2,500 | $156K |
| SBI Securities Co., Ltd. | 0.00% | — | 2,432 | $152K |
| WealthCollab, LLC | 0.10% | No change | 2,420 | $151K |
| New Republic Capital, LLC | 0.10% | Reduce -32.1% | 2,410 | $150K |
| SRH Advisors, LLC | 0.04% | No change | 2,410 | $150K |
| Angeles Wealth Management, LLC | 0.01% | No change | 2,405 | $150K |
| Cornerstone Planning Group LLC | 0.04% | Reduce -8.6% | 2,303 | $149K |
| Barrett & Company, Inc. | 0.06% | No change | 2,385 | $149K |
| Tidemark, LLC | 0.06% | Add +10.0% | 2,375 | $148K |
| Ramirez Asset Management, Inc. | 0.03% | No change | 2,375 | $148K |
| Cherry Tree Wealth Management, LLC | 0.04% | No change | 2,360 | $147K |
| Ransom Advisory, Ltd | 0.07% | Add +9.3% | 2,340 | $146K |
| Webster Bank, N. A. | 0.02% | No change | 2,335 | $145K |
| Copia Wealth Management | 0.14% | — | 2,324 | $145K |
| Pillar Financial Advisors, LLC | 0.11% | — | 2,285 | $142K |
| Beacon Capital Management, LLC | 0.02% | Reduce -15.9% | 2,249 | $140K |
| Steph & Co. | 0.05% | No change | 2,227 | $139K |
| Trust Co | 0.02% | No change | 2,200 | $137K |
| BTG Pactual Asset Management US LLC | 0.02% | Reduce -41.8% | 2,309 | $136K |
| Keystone Financial Group, Inc. | 0.11% | — | 2,158 | $134K |
| Reyes Financial Architecture, Inc. | 0.11% | — | 2,155 | $134K |
| Valued Wealth Advisors LLC | 0.08% | New | 2,089 | $130K |
| Sittner & Nelson, LLC | 0.06% | No change | 2,080 | $130K |
| SJS Investment Consulting Inc. | 0.02% | Add +62.9% | 2,071 | $129K |
| Resources Management Corp. /CT/ | 0.02% | No change | 2,055 | $128K |
| Hara Capital LLC | 0.08% | No change | 2,050 | $128K |
| MTM Investment Management, LLC | 0.05% | No change | 2,035 | $127K |
| Sage Mountain Advisors LLC | 0.01% | No change | 2,030 | $126K |
| Morling Financial Advisors, LLC | 0.04% | Reduce -5.8% | 2,011 | $125K |
| Ridgewood Investments LLC | 0.06% | No change | 2,000 | $125K |
| C M Bidwell & Associates Ltd. | 0.07% | No change | 1,980 | $123K |
| Hoese & Co LLP | 0.11% | Reduce -36.5% | 1,965 | $122K |
| Elevation Wealth Partners, LLC | 0.05% | No change | 1,892 | $118K |
| Empowered Funds, LLC | 0.00% | New | 1,851 | $115K |
| Y.D. More Investments Ltd | 0.01% | No change | 1,845 | $115K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 1,775 | $110K |
| Dixon Mitchell Investment Counsel Inc. | 0.01% | No change | 1,750 | $109K |
| Quent Capital, LLC | 0.01% | New | 1,748 | $109K |
| Olistico Wealth, LLC | 0.06% | No change | 1,705 | $106K |
| AllSquare Wealth Management LLC | 0.06% | No change | 1,700 | $106K |
| Capital Investment Counsel, Inc | 0.02% | Add +116.6% | 1,700 | $106K |
| JDM Financial Group LLC | 0.05% | No change | 1,695 | $106K |
| Toth Financial Advisory Corp. | 0.01% | No change | 1,658 | $103K |
| Avalon Trust Co | 0.01% | No change | 1,655 | $103K |
| Wood Tarver Financial Group, LLC | 0.03% | — | 1,635 | $101K |
| Transce3nd, LLC | 0.03% | — | 1,591 | $99K |
| Rothschild Investment LLC | 0.01% | No change | 1,575 | $98K |
| S&T Bank | 0.03% | New | 1,571 | $98K |
| Van Hulzen Asset Management, LLC | 0.01% | New | 1,526 | $95K |
| Kestra Investment Management, LLC | 0.00% | New | 1,463 | $91K |
| Westside Investment Management, Inc. | 0.02% | Add +0.1% | 1,427 | $89K |
| WFA Asset Management Corp | 0.05% | Reduce -4.8% | 1,424 | $89K |
| Advantage Trust Co | 0.05% | Reduce -6.1% | 1,418 | $88K |
| TruNorth Capital Management, LLC | 0.02% | Reduce -25.4% | 1,410 | $88K |
| PrairieView Partners, LLC | 0.01% | Reduce -4.8% | 1,405 | $87K |
| Redwood Park Advisors LLC | 0.07% | — | 1,393 | $87K |
| Lowe Wealth Advisors, LLC | 0.04% | Add +2.3% | 1,361 | $85K |
| Dunhill Financial, LLC | 0.04% | Add +2853.3% | 1,329 | $83K |
| Kiker Wealth Management, LLC | 0.07% | — | 1,303 | $81K |
| Kiely Wealth Advisory Group, Inc. | 0.05% | No change | 1,254 | $80K |
| First PREMIER Bank | 0.02% | Reduce -44.9% | 1,285 | $80K |
| Founders Capital Management | 0.05% | Add +0.1% | 1,278 | $80K |
| Collier Financial | 0.07% | — | 1,277 | $80K |
| Moser Wealth Advisors, LLC | 0.04% | No change | 1,275 | $79K |
| Ogorek Anthony Joseph /NY/ | 0.02% | New | 1,260 | $78K |
| Sound Income Strategies, LLC | 0.00% | Reduce -66.5% | 1,248 | $78K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 1,237 | $77K |
| Provident Wealth Management, LLC | 0.03% | No change | 1,220 | $76K |
| Quest 10 Wealth Builders, Inc. | 0.08% | — | 1,219 | $76K |
| Westend Capital Management, LLC | 0.02% | No change | 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 |
| Knuff & Co LLC | 0.02% | New | 1,108 | $69K |
| Blume Capital Management, Inc. | 0.01% | Reduce -14.7% | 1,065 | $66K |
| Studio Investment Management LLC | 0.01% | Reduce -39.0% | 1,062 | $66K |
| Coston, McIsaac & Partners | 0.02% | No change | 1,058 | $65K |
| Flagship Wealth Advisors, LLC | 0.04% | — | 1,030 | $64K |
| FSA Wealth Management LLC | 0.03% | Add +8.7% | 1,005 | $63K |
| Cetera Trust Company, N.A | 0.04% | No change | 1,000 | $62K |
| Fairfield Financial Advisors, LTD | 0.02% | Add +0.2% | 988 | $62K |
| Roble, Belko & Company, Inc | 0.01% | Add +0.4% | 971 | $60K |
| Measured Risk Portfolios, Inc. | 0.07% | — | 940 | $59K |
| Ballast Advisors LLC | 0.02% | Reduce -44.4% | 940 | $59K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 935 | $58K |
| Tucker Asset Management LLC | 0.01% | Add +1231.4% | 932 | $58K |
| Richard W. Paul & Associates, LLC | 0.02% | Reduce -0.3% | 930 | $58K |
| Realta Investment Advisors | 0.02% | Reduce -74.3% | 858 | $54K |
| Roxbury Financial LLC | 0.05% | — | 774 | $52K |
| Endeavor Private Wealth, Inc. | 0.05% | — | 827 | $52K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 805 | $50K |
| Pin Oak Investment Advisors Inc. | 0.05% | No change | 809 | $50K |
| Cape Investment Advisory, Inc. | 0.02% | New | 750 | $47K |
| Marshall & Sterling Wealth Advisors Inc. | 0.03% | — | 747 | $47K |
| Spectrum Wealth Counsel, LLC | 0.01% | No change | 735 | $46K |
| Optiver Holding B.V. | 0.00% | Add +95.2% | 728 | $45K |
| Capital & Planning, LLC | 0.03% | — | 725 | $45K |
| Keener Financial Planning LLC | 0.03% | Add +59.8% | 735 | $45K |
| Atala Financial Inc | 0.03% | — | 710 | $44K |
| Aventura Private Wealth, LLC | 0.02% | — | 710 | $44K |
| Pathway Financial Advisers, LLC | 0.01% | Add +499.1% | 707 | $44K |
| West Branch Capital LLC | 0.01% | Reduce -35.0% | 677 | $42K |
| FWL Investment Management, LLC | 0.02% | No change | 665 | $41K |
| LRI Investments, LLC | 0.00% | No change | 645 | $40K |
| Integrity Financial Corp | 0.02% | Add +1.6% | 640 | $40K |
| True Wealth Design, LLC | 0.02% | No change | 625 | $39K |
| Raleigh Capital Management Inc. | 0.01% | Add +0.5% | 604 | $38K |
| New Wave Wealth Advisors LLC | 0.01% | New | 587 | $37K |
| Graney & King, LLC | 0.03% | — | 567 | $35K |
| Evolution Advisers, Inc. | 0.02% | No change | 577 | $35K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | Add +9.9% | 555 | $35K |
| Strategic Investment Solutions, Inc. | 0.01% | No change | 555 | $35K |
| SYM FINANCIAL Corp | 0.00% | No change | 554 | $35K |
| Elevate Wealth Advisory, Inc. | 0.03% | No change | 540 | $34K |
| CarsonAllaria Wealth Management, Ltd. | 0.02% | Add +783.6% | 539 | $34K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Reduce -99.4% | 539 | $34K |
| Hexagon Capital Partners LLC | 0.01% | Reduce -2.4% | 535 | $33K |
| Legacies Wealth LLC | 0.02% | No change | 500 | $31K |
| Bellevue Asset Management, LLC | 0.02% | No change | 500 | $31K |
| Wiser Advisor Group LLC | 0.04% | Add +0.2% | 477 | $30K |
| Mattson Financial Services, LLC | 0.01% | Add +17.5% | 476 | $30K |
| Pflug Koory, LLC | 0.00% | No change | 475 | $30K |
| Davis Capital Management | 0.02% | Reduce -41.1% | 465 | $29K |
| BankPlus Trust Department | 0.01% | — | 459 | $29K |
| Delta Asset Management LLC | 0.00% | No change | 455 | $28K |
| New Millennium Group LLC | 0.02% | Add +234.8% | 452 | $28K |
| Minot DeBlois Advisors LLC | 0.02% | — | 435 | $27K |
| NFSG Corp | 0.01% | New | 424 | $26K |
| Pineridge Advisors LLC | 0.01% | Reduce -34.3% | 423 | $26K |
| DecisionPoint Financial, LLC | 0.01% | No change | 420 | $26K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | Reduce -10.6% | 407 | $25K |
| Investors Research Corp | 0.01% | No change | 405 | $25K |
| Evergreen Private Wealth LLC | 0.01% | No change | 378 | $24K |
| MeadowBrook Investment Advisors LLC | 0.02% | No change | 360 | $22K |
| Truvestments Capital LLC | 0.01% | New | 352 | $22K |
| Holos Integrated Wealth LLC | 0.01% | — | 340 | $21K |
| Clarity Asset Management, Inc. | 0.01% | Add +0.6% | 316 | $20K |
| VSM Wealth Advisory, LLC | 0.01% | — | 290 | $18K |
| Byrne Asset Management LLC | 0.01% | Reduce -42.1% | 275 | $17K |
| Modus Advisors, LLC | 0.01% | New | 275 | $17K |
| Hurley Capital, LLC | 0.01% | — | 265 | $17K |
| Financial Network Wealth Advisors LLC | 0.03% | No change | 265 | $17K |
| Kozak & Associates, Inc. | 0.00% | No change | 255 | $16K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 250 | $16K |
| Signature Resources Capital Management, LLC | 0.01% | Add +5.7% | 243 | $15K |
| Front Row Advisors LLC | 0.01% | No change | 230 | $14K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 220 | $14K |
| WR Wealth Planners, LLC | 0.00% | Reduce -5.8% | 212 | $13K |
| PFS Partners, LLC | 0.01% | Add +0.5% | 210 | $13K |
| Cornerstone National Bank & Trust Co | 0.01% | No change | 200 | $12K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -99.8% | 200 | $12K |
| Painted Porch Advisors LLC | 0.01% | No change | 185 | $12K |
| Grand Wealth Management, LLC | 0.01% | No change | 180 | $11K |
| ZynergyRetirementPlanningLLC | 0.01% | No change | 175 | $11K |
| Howe & Rusling Inc. | 0.00% | Add +166.2% | 173 | $11K |
| Kennebec Savings Bank | 0.01% | No change | 170 | $11K |
| Catherine Avery Investment Management LLC | 0.01% | — | 155 | $10K |
| Vermillion Wealth Management, Inc. | 0.00% | — | 152 | $9K |
| Gleason Group, Inc. | 0.00% | No change | 151 | $9K |
| Comprehensive Financial Planning, Inc. | 0.01% | — | 150 | $9K |
| Maryland Capital Advisors Inc. | 0.00% | New | 135 | $8K |
| Covestor Ltd | 0.01% | Add +33.0% | 129 | $8K |
| Country Trust Bank | 0.00% | No change | 122 | $8K |
| Prudent Man Investment Management, Inc. | 0.00% | — | 115 | $7K |
| Ascentis Wealth Management, LLC | 0.00% | New | 111 | $7K |
| Nova Wealth Management, Inc. | 0.01% | — | 94 | $6K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 90 | $6K |
| Christopher J. Hasenberg, Inc | 0.00% | New | 83 | $5K |
| Rakuten Securities, Inc. | 0.00% | New | 83 | $5K |
| St. Johns Investment Management Company, LLC | 0.00% | New | 79 | $5K |
| Highline Wealth Partners LLC | 0.00% | No change | 76 | $5K |
| Tower View Wealth Management LLC | 0.00% | Add +1.4% | 74 | $5K |
| Navigoe, LLC | 0.00% | — | 80 | $4K |
| Financial Freedom, LLC | 0.00% | No change | 58 | $4K |
| Cardinal Strategic Wealth Guidance | 0.00% | New | 57 | $4K |
| 4Thought Financial Group Inc. | 0.00% | Reduce -99.6% | 50 | $3K |
| FLP Wealth Management, LLC | 0.01% | — | 46 | $3K |
| Parkworth Wealth Management, Inc. | 0.00% | — | 41 | $3K |
| Hager Investment Management Services, LLC | 0.00% | — | 35 | $2K |
| Lanark Financial, Inc. | 0.17% | — | 29 | $2K |
| WPG Advisers, LLC | 0.00% | — | 25 | $2K |
| Anderson Financial Strategies, LLC | 0.00% | — | 25 | $2K |
| Logan Capital Management Inc. | 0.00% | New | 25 | $2K |
| Amundi | 0.00% | No change | 20 | $1K |
| Bridge Generations Wealth Management LLC | 0.00% | — | 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 |
| Morse Asset Management, Inc | 0.00% | No change | 10 | $623 |
| Luminist Capital LLC | 0.00% | — | 5 | $312 |
| IMG Wealth Management, Inc. | 0.00% | — | 5 | $312 |
| POM Investment Strategies, LLC | 0.00% | No change | 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.